AGG institutional holders

iShares Core U.S. Aggregate Bond ETF · 2,196 reporting institutions · $118.9B reported value

Funds that can replace AGG · AGG return decomposition

Institutional holdings

Institutions reporting AGG, largest first
InstitutionReported positionAdvisors at firmReport period
Jones Financial Companies LLLP$10.9B02026-06-30
Raymond James Financial Inc$9.2B02026-06-30
Bank of America Corp /de$6.6B02026-06-30
Wells Fargo & Company/mn$6.4B02026-06-30
Blackrock, Inc.$6.1B02026-06-30
Mercer Global Advisors Inc /adv$4.5B02026-06-30
Envestnet Pmc$4.3B602026-06-30
US Bancorp$3.9B02026-06-30
Morgan Stanley$3.5B23,1852026-06-30
Northern Trust Corp$2.3B02026-06-30
Jpmorgan Chase & Co$1.6B02026-06-30
Wealth Enhancement Advisory Services, LLC$1.6B1,0262026-06-30
Cetera Investment Advisers$1.5B10,3702026-06-30
Lpl Financial LLC$1.5B23,4582026-06-30
Ameriprise Financial Inc$1.5B02026-06-30
Mariner, LLC$1.5B02026-06-30
Creative Planning$1.3B1,1712026-06-30
Northwestern Mutual Wealth Management Co$1.3B02026-06-30
Goldman Sachs Group Inc$1.2B02026-06-30
Arizona Psprs Trust$1.1B02026-06-30
UBS Group AG$1.1B02026-06-30
PNC Financial Services Group, Inc.$1.1B02026-06-30
United Services Automobile Association$1B02026-06-30
Cerity Partners LLC$982.1M7772026-06-30
Fmr LLC$940.7M02026-06-30
Rwa Wealth Partners, LLC$912.5M722026-06-30
Johns Hopkins University$794.3M02026-06-30
Truist Financial Corp$727.5M02026-06-30
Stifel Financial Corp$726.4M02026-06-30
TIAA-CREF Individual & Institutional Services, LLC$711.2M1,7212026-06-30
Royal Bank of Canada$674.9M02026-06-30
Bank of New York Mellon Corp$673.7M02026-06-30
Captrust Financial Advisors$663.5M9622026-06-30
Charles Schwab Investment Management Inc$636.4M372026-06-30
MacKenzie Financial Corp$567.8M02026-06-30
Members Trust Co$559.9M02026-06-30
Constellation Investments, Inc.$556.7M02026-06-30
D.A. Davidson & Co.$524.1M6892026-06-30
Simplify Asset Management Inc.$499M42026-06-30
Sigfig Wealth Management, LLC$423.5M42026-06-30
&partners$420.9M5552026-06-30
Citigroup Inc$417.1M02026-06-30
Mastercard Foundation Asset Management Corp$408.4M02026-06-30
Ep Wealth Advisors, LLC$391M3382026-06-30
Missionsquare Investments$383.7M02026-06-30
Prime Capital Financial$375.8M2652026-06-30
Russell Investments Group, Ltd.$373.1M02026-06-30
Sageview Advisory Group, LLC$349.7M942026-06-30
Janus Henderson Group PLC$338.7M02026-03-31
Jupiter Topco LLC$325.8M02026-06-30
Fifth Third Bancorp$320.7M02026-06-30
Mason Street Advisors, LLC$302M02026-06-30
Alliancebernstein LP$294M5172026-06-30
Factory Mutual Insurance Co$291.1M02026-06-30
Dynasty Wealth Management, LLC$287M142026-06-30
Stairway Partners, LLC$278.1M32026-06-30
Exchange Traded Concepts, LLC$277.3M02026-06-30
Balentine LLC$271.1M182026-06-30
Susquehanna International Group, LLP$269.2M02026-06-30
O'Shaughnessy Asset Management, LLC$257.7M582026-06-30
Comerica Bank$256.7M02025-12-31
Steward Partners Investment Advisory, LLC$249.9M4812026-06-30
Blue Trust, Inc.$239.5M02026-06-30
Disciplina Capital Management LLC$236.1M32026-06-30
Osaic Holdings, Inc.$234.9M02026-06-30
Envestnet Portfolio Solutions, Inc.$216.2M32026-06-30
TIAA Wealth Investment Management LLC$193.3M72026-06-30
Quotient Wealth Partners, LLC$192.4M362026-06-30
Charter Oak Capital Management, LLC$188.3M02026-03-31
Axxcess Wealth Management, LLC$183.2M382026-06-30
National Philanthropic Trust$180.3M02026-06-30
Commonwealth Equity Services, LLC$178.2M2,8632026-06-30
Destination Wealth Management$175.8M372026-06-30
Hightower Advisors, LLC$173.6M1,0462026-06-30
Kingsview Wealth Management, LLC$173.6M1152026-06-30
Ferguson Wellman Capital Management, Inc$172.4M272026-06-30
Wesbanco Investment Department$165.8M12026-06-30
Capital Asset Advisory Services LLC$164.3M692026-06-30
Rebalance, LLC$161.2M92026-06-30
Bnp Paribas Asset Management Holding S.A.$157.1M02026-06-30
MML Investors Services, LLC$154.8M5,1202026-06-30
Forvis Mazars Wealth Advisors, LLC$153.6M832026-06-30
Beacon Pointe Advisors, LLC$151.4M4662026-06-30
F/m Investments LLC$147.2M172026-06-30
Assetmark, Inc$146M2202026-06-30
Pathstone Holdings, LLC$142.2M02026-06-30
Mitsubishi Ufj Trust & Banking Corp$140.5M02026-06-30
Bank of Montreal /can$139.5M02026-06-30
Gerber Kawasaki Wealth & Investment Management$138.1M392026-06-30
Trajan Wealth LLC$133.6M522026-06-30
First Citizens Bank & Trust Co$132.8M02026-06-30
Fisher Asset Management, LLC$132.7M2,9842026-06-30
Focus Partners Wealth$132.5M1,0482026-06-30
Sumitomo Mitsui Financial Group, Inc.$132.2M02026-06-30
Mill Creek Capital Advisors, LLC$132.1M02026-03-31
Cambridge Associates LLC /ma/ /adv$129.5M02026-06-30
Ritholtz Wealth Management$127M582026-06-30
V-Square Quantitative Management LLC$125.6M02026-06-30
Victory Capital Management Inc.$121.7M1062026-06-30
Crestwood Advisors Group, LLC$119.5M402026-06-30
HSBC Holdings PLC$119.2M02026-06-30
Prudential Financial Inc$118.6M02026-06-30
Nuveen, LLC$117.8M02026-06-30
Allspring Global Investments Holdings, LLC$116M02026-06-30
Scs Capital Management LLC$113.2M802026-06-30
Mai Capital Management$110.2M3082026-06-30
Keybank National Association/oh$109.5M02026-06-30
Graves Light Lenhart Wealth, Inc.$109.1M82026-06-30
Zhang Financial LLC$108.3M202026-06-30
Orion Porfolio Solutions, LLC$107.7M1992026-06-30
Center for Financial Planning Inc$107.3M172026-06-30
Freestone Capital Holdings, LLC$106.5M662026-06-30
Gentrust, LLC$103.9M222026-06-30
Meridian Wealth Partners, LLC$98.4M102026-06-30
Brooklyn Investment Group$98.3M02026-03-31
Sumitomo Mitsui Trust Group, Inc.$98.2M02026-06-30
Steele Capital Management, Inc.$98.2M152026-06-30
Affiance Financial, LLC$98M122026-06-30
Greenspring Advisors, LLC$97.7M442026-06-30
Sagespring Wealth Partners$97.3M1262026-06-30
Brookstone Capital Management$97M3372026-06-30
Trustmark Bank Trust Department$96.6M02026-06-30
Bakeravenue$96.2M352026-06-30
Corient Private Wealth LP$93.9M6742026-06-30
Neos Investments$89.9M02026-06-30
Newedge Advisors$89.3M6012026-06-30
State of Michigan Retirement System$89.1M02026-06-30
Koss-Olinger Consulting, LLC$89.1M182026-06-30
Cordoba Advisory Partners LLC$88.7M72026-06-30
1832 Asset Management LP$88.6M02026-06-30
Principal Securities, Inc.$88.4M1,4632026-06-30
Pds Planning, Inc$87.1M102026-06-30
Metropolitan Life Insurance Co/ny$86.5M02026-06-30
Oarsman Capital, Inc.$86.3M142026-06-30
Mirae Asset Global Investments Co., Ltd.$85.6M02026-06-30
Ellenbecker Investment Group$85M202026-06-30
Howard Capital Management, LLC$84.2M232026-06-30
Form Wealth Advisors, LLC$82.6M82026-06-30
Johnson Investment Counsel Inc$82.1M652026-06-30
New York Life Investment Management LLC$81.5M892026-06-30
United Capital Financial Advisors, LLC$80.3M1662026-06-30
Coldstream Capital Management Inc$77.8M1362026-06-30
Bnp Paribas Financial Markets$77.6M02026-06-30
Zacks Investment Management$77.2M832026-06-30
Integrity Alliance, Llc.$76.7M3532026-06-30
Franklin Resources Inc$76.1M02026-06-30
Voya Investment Management LLC$75.4M02026-06-30
Jfs Wealth Advisors, LLC$73.4M332026-06-30
Bar Harbor Wealth Management$73M02026-06-30
Rational Advisors, Inc.$72.8M02026-06-30
Sand Hill Global Advisors, LLC$71.6M202026-06-30
Savvy Advisors, Inc.$71.2M2142026-06-30
Concurrent Investment Advisors, LLC$70.6M3492026-06-30
Robertson Stephens Wealth Management, LLC$70.5M722026-06-30
Bell Bank$69.9M02026-06-30
Charles Schwab Trust Co$69.2M02026-06-30
Nomura Asset Management International Inc.$68.7M02026-06-30
Prentice Wealth Management LLC$67.5M52026-06-30
Lowe Brockenbrough & Co Inc$67.2M152026-06-30
Trust Co$66.8M02026-06-30
Octavia Wealth Advisors LLC$66.4M332026-06-30
Mather Group, Llc.$66M1102026-06-30
McKinley Carter Wealth Services, Inc.$64.6M252026-06-30
Permanent Capital Management, LP$64.5M12026-06-30
Pinnacle Financial Partners, Inc.$64M02026-06-30
Focus Financial$63.5M1212026-06-30
Cwm, LLC$63.1M6672026-03-31
A16z Perennial Management, LP$61M02026-06-30
Gotham Asset Management, LLC$61M52026-06-30
Kestra Private Wealth Services, LLC$60.8M2062026-06-30
Vestmark Advisory Solutions, Inc.$60.6M82026-06-30
Cresset Asset Management, LLC$60.3M2122026-06-30
Zions Bancorporation, National Association /ut$59.9M02026-06-30
Rock Creek Group LLC$58.7M02026-06-30
Verger Capital Management LLC$58.7M02026-06-30
Cullen/frost Bankers, Inc.$58.3M02026-06-30
Adaptive Financial Consulting, LLC$57.7M62026-06-30
Chaney Capital Management, Inc.$56.8M62026-06-30
Acorn Financial Advisory Services Inc /adv$56.2M172026-06-30
Planning Project LLC$55.8M92025-12-31
Baird Financial Group, Inc.$55.7M02026-06-30
Goalfusion Wealth Management, LLC$55.4M32026-06-30
Allworth Financial, LP$55.4M3172026-06-30
Bricktown Capital, LLC$55.1M112026-06-30
Smartleaf Asset Management LLC$54.8M92026-06-30
M&T Bank Corp$54.4M02026-06-30
Summit Trail Advisors, LLC$54.4M272026-06-30
Equitable Holdings, Inc.$54M02026-06-30
Lido Advisors, LLC$53.9M3202026-06-30
Rockefeller Capital Management LP$53.7M3462026-06-30
Mascoma Wealth Management$53.4M112026-06-30
Keel Point, LLC$53M492026-06-30
Bokf, NA$52.9M02026-06-30
Scotia Capital Inc.$52.5M02026-06-30
Kestra Advisory Services, LLC$52.5M1,4792026-06-30
Composition Wealth, LLC$52.4M762026-06-30
Flagship Harbor Advisors, LLC$52.1M602026-06-30
Lockheed Martin Investment Management Co$51.8M02026-06-30
Gridiron Partners, LLC$51.7M22026-06-30
Twele Capital Management, Inc.$51M32026-06-30
TD Private Client Wealth LLC$50.9M5352026-06-30
Abound Wealth Management$50.5M162026-06-30
Single Point Partners$50.1M112026-06-30
Fort Point Capital Partners LLC$49.7M202026-06-30
Common Fund for Nonprofit Organizations$49.6M02026-06-30
Arax Advisory Partners$48.8M2322026-06-30
Global Retirement Partners LLC$48.8M4912026-06-30
Liquid Strategies, LLC$48.1M22026-06-30
Whi Trust Co LLC$47.9M02026-06-30
Legacy Wealth Partners, LLC$47.4M92026-06-30
Fund Evaluation Group, LLC$47.3M22026-06-30
Fiduciary Group, LLC$47.1M132026-06-30
Black Diamond Financial, LLC$47M122026-06-30
Boston Partners$46.7M02026-06-30
James J. Burns & Company, LLC$46.4M62026-06-30
Banco Bilbao Vizcaya Argentaria, S.A.$46.2M02026-06-30
Cornerstone Management, Inc.$46M92026-06-30
Earned Wealth Advisors, LLC$45.5M462026-06-30
Legacy Financial Strategies, LLC$45.4M132026-06-30
Baron Silver Stevens Financial Advisors, LLC$45.2M82026-06-30
Full Sail Capital, LLC$45.2M02025-09-30
Amarillo National Bank$44.4M02026-06-30
Mtc Wealth Management LLC$44.3M72026-06-30
Evolve Private Wealth, LLC$44M192026-06-30
DB Fitzpatrick & Co, Inc$44M12026-06-30
The Ascent Group, LLC$44M202026-06-30
Ecio, Inc.$43.9M52026-06-30
Towercrest Capital Management, LLC$43.9M12026-06-30
Wealthcare Advisory Partners LLC$43.8M1702026-06-30
CIBC Bancorp USA Inc.$43.1M02026-06-30
Syon Capital LLC$43M122026-06-30
Wealthspire Retirement, LLC$42.9M1462026-06-30
Pinnacle Financial Partners Inc$42.5M02025-09-30
Buck Wealth Strategies, LLC$41.7M502026-06-30
Savant Wealth Management$41.6M4052026-06-30
Arbor Investment Advisors, LLC$41.2M52026-06-30
Northwestern Mutual Investment Management Company, LLC$40.7M02026-06-30
Commonwealth Financial Services, LLC$40.3M152026-06-30
Private Advisor Group, LLC$39.4M9272026-06-30
Visionary Wealth Advisors$39M462026-06-30
Bristlecone Advisors, LLC$38.6M02025-09-30
Daybright Advisory Services, Inc.$38.5M192026-06-30
Beacon Investment Advisory Services, Inc.$38.5M312026-06-30
First Business Financial Services, Inc.$38.5M02026-06-30
Tectonic Advisors LLC$38.4M32026-06-30
Moldenhauer & Associates$38.3M102026-06-30
Verdence Capital Advisors LLC$38.3M462026-06-30
Integrated Wealth Concepts LLC$38M4802026-06-30
Brave Asset Management Inc$37.9M02026-06-30
Lineweaver Wealth Advisors, LLC$37.5M92026-06-30

The 250 largest of 2,196 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30