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Institutional Holders of AGG

There is a long list of 1710 institutional holders of AGG within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of AGG by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-AGG table below, the initial column indicates the name of each top institutional holder of AGG, with a link to that fund's top holdings. The next columns indicate the amount of AGG stock held by each of the institutional holders of AGG, followed by the AGG position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Jones Financial Companies Lllp88,551,553$8,788,742 12/31/2023
     AGG88,551,553$8,788,742 12/31/2023
Raymond James & Associates63,061,225$6,258,826 12/31/2023
     AGG63,061,225$6,258,826 12/31/2023
Wells Fargo & Company MN54,225,886$5,381,919 12/31/2023
     AGG54,225,886$5,381,919 12/31/2023
BlackRock Inc.44,781,966$4,444,610 12/31/2023
     AGG44,781,966$4,444,610 12/31/2023
Bank of America Corp DE42,145,839$4,182,975 12/31/2023
     AGG42,145,839$4,182,975 12/31/2023
Envestnet Asset Management Inc.40,781,811$4,047,595 12/31/2023
     AGG40,781,811$4,047,595 12/31/2023
US Bancorp DE29,007,988$2,879,058 12/31/2023
     AGG29,007,988$2,879,058 12/31/2023
Morgan Stanley27,892,765$2,768,357 12/31/2023
     AGG27,892,765$2,768,357 12/31/2023
Goldman Sachs Group Inc.19,255,862$1,911,144 12/31/2023
     AGG19,255,862$1,911,144 12/31/2023
FMR LLC15,404,607$1,528,907 12/31/2023
     AGG15,404,607$1,528,907 12/31/2023
Mercer Global Advisors Inc. ADV15,072,789$1,495,974 12/31/2023
     AGG15,072,789$1,495,974 12/31/2023
Envestnet Portfolio Solutions Inc.14,770,769$1,465,999 12/31/2023
     AGG14,770,769$1,465,999 12/31/2023
Charles Schwab Investment Management Inc.14,216,812$1,411,019 12/31/2023
     AGG14,216,812$1,411,019 12/31/2023
Northern Trust Corp13,975,446$1,387,063 12/31/2023
     AGG13,975,446$1,387,063 12/31/2023
Creative Planning12,555,162$1,246,100 12/31/2023
     AGG12,555,162$1,246,100 12/31/2023
Wealth Enhancement Advisory Services LLC10,420,989$1,020,632 03/31/2024
     AGG10,420,989$1,020,632 03/31/2024
Acorns Advisers LLC9,662,609$959,014 12/31/2023
     AGG9,662,609$959,014 12/31/2023
Betterment LLC9,616,008$954,389 12/31/2023
     AGG9,616,008$954,389 12/31/2023
WealthNavi Inc.9,472,127$927,700 03/31/2024
     AGG9,472,127$927,700 03/31/2024
UBS Group AG9,233,009$916,376 12/31/2023
     AGG9,233,009$916,376 12/31/2023
First Citizens Bank & Trust Co.9,324,792$913,270 03/31/2024
     AGG9,324,792$913,270 03/31/2024
JPMorgan Chase & Co.8,929,202$886,224 12/31/2023
     AGG8,929,202$886,224 12/31/2023
Ameriprise Financial Inc.8,722,750$867,335 12/31/2023
     AGG8,722,750$867,335 12/31/2023
United Services Automobile Association8,158,182$809,700 12/31/2023
     AGG8,158,182$809,700 12/31/2023
Northwestern Mutual Wealth Management Co.8,015,551$795,543 12/31/2023
     AGG8,015,551$795,543 12/31/2023
TIAA Trust National Association7,595,175$754,202 12/31/2023
     AGG7,595,175$754,202 12/31/2023
Prudential Financial Inc.7,431,992$737,625 12/31/2023
     AGG7,431,992$737,625 12/31/2023
LPL Financial LLC7,072,849$701,980 12/31/2023
     AGG7,072,849$701,980 12/31/2023
P E Global LLC6,745,576$669,498 12/31/2023
     AGG6,745,576$669,498 12/31/2023
Truist Financial Corp6,382,581$633,471 12/31/2023
     AGG6,382,581$633,471 12/31/2023
Commonwealth of Pennsylvania Public School Empls Retrmt SYS6,379,116$633,127 12/31/2023
     AGG6,379,116$633,127 12/31/2023
Factory Mutual Insurance Co.6,125,091$599,891 03/31/2024
     AGG6,125,091$599,891 03/31/2024
Global Assets Advisory LLC5,861,868$574,111 03/31/2024
     AGG5,861,868$574,111 03/31/2024
MEMBERS Trust Co5,596,991$556,565 12/31/2023
     AGG5,596,991$556,565 12/31/2023
The PNC Financial Services Group Inc.5,582,929$554,106 12/31/2023
     AGG5,582,929$554,106 12/31/2023
Stifel Financial Corp5,384,209$534,387 12/31/2023
     AGG5,384,209$534,387 12/31/2023
Raymond James Financial Services Advisors Inc.5,086,061$504,792 12/31/2023
     AGG5,086,061$504,792 12/31/2023
Bank of New York Mellon Corp5,080,444$504,234 12/31/2023
     AGG5,080,444$504,234 12/31/2023
Mariner LLC4,924,155$488,723 12/31/2023
     AGG4,924,155$488,723 12/31/2023
Advisor Group Holdings Inc.3,686,650$365,994 12/31/2023
     AGG3,686,650$365,994 12/31/2023
Royal Bank of Canada3,590,000$356,307 12/31/2023
     AGG3,590,000$356,307 12/31/2023
D.A. Davidson & CO.3,576,770$354,994 12/31/2023
     AGG3,576,770$354,994 12/31/2023
Captrust Financial Advisors3,518,843$349,245 12/31/2023
     AGG3,518,843$349,245 12/31/2023
Avantax Advisory Services Inc.3,514,713$348,835 12/31/2023
     AGG3,514,713$348,835 12/31/2023
Janus Henderson Group PLC2,951,669$292,953 12/31/2023
     AGG2,951,669$292,953 12/31/2023
SageView Advisory Group LLC2,961,015$291,644 12/31/2023
     AGG2,961,015$291,644 12/31/2023
Citigroup Inc.2,886,602$286,495 12/31/2023
     AGG2,886,602$286,495 12/31/2023
SigFig Wealth Management LLC2,744,117$272,020 12/31/2023
     AGG2,744,117$272,020 12/31/2023
Balentine LLC2,388,367$237,045 12/31/2023
     AGG2,388,367$237,045 12/31/2023
South Dakota Investment Council2,344,500$232,692 12/31/2023
     AGG2,344,500$232,692 12/31/2023

See All: Funds Holding AGG
See Details: Top 10 Hedge Funds Holding AGG
Also See: AGG Holdings Changes

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