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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Jones Financial Companies Lllp | 88,551,553 | $8,788,742 | 12/31/2023 |
AGG | 88,551,553 | $8,788,742 | 12/31/2023 |
Raymond James & Associates | 63,061,225 | $6,258,826 | 12/31/2023 |
AGG | 63,061,225 | $6,258,826 | 12/31/2023 |
Wells Fargo & Company MN | 54,225,886 | $5,381,919 | 12/31/2023 |
AGG | 54,225,886 | $5,381,919 | 12/31/2023 |
BlackRock Inc. | 44,781,966 | $4,444,610 | 12/31/2023 |
AGG | 44,781,966 | $4,444,610 | 12/31/2023 |
Bank of America Corp DE | 42,145,839 | $4,182,975 | 12/31/2023 |
AGG | 42,145,839 | $4,182,975 | 12/31/2023 |
Envestnet Asset Management Inc. | 40,781,811 | $4,047,595 | 12/31/2023 |
AGG | 40,781,811 | $4,047,595 | 12/31/2023 |
US Bancorp DE | 29,007,988 | $2,879,058 | 12/31/2023 |
AGG | 29,007,988 | $2,879,058 | 12/31/2023 |
Morgan Stanley | 27,892,765 | $2,768,357 | 12/31/2023 |
AGG | 27,892,765 | $2,768,357 | 12/31/2023 |
Goldman Sachs Group Inc. | 19,255,862 | $1,911,144 | 12/31/2023 |
AGG | 19,255,862 | $1,911,144 | 12/31/2023 |
FMR LLC | 15,404,607 | $1,528,907 | 12/31/2023 |
AGG | 15,404,607 | $1,528,907 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 15,072,789 | $1,495,974 | 12/31/2023 |
AGG | 15,072,789 | $1,495,974 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 14,770,769 | $1,465,999 | 12/31/2023 |
AGG | 14,770,769 | $1,465,999 | 12/31/2023 |
Charles Schwab Investment Management Inc. | 14,216,812 | $1,411,019 | 12/31/2023 |
AGG | 14,216,812 | $1,411,019 | 12/31/2023 |
Northern Trust Corp | 13,975,446 | $1,387,063 | 12/31/2023 |
AGG | 13,975,446 | $1,387,063 | 12/31/2023 |
Creative Planning | 12,555,162 | $1,246,100 | 12/31/2023 |
AGG | 12,555,162 | $1,246,100 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 10,420,989 | $1,020,632 | 03/31/2024 |
AGG | 10,420,989 | $1,020,632 | 03/31/2024 |
Acorns Advisers LLC | 9,662,609 | $959,014 | 12/31/2023 |
AGG | 9,662,609 | $959,014 | 12/31/2023 |
Betterment LLC | 9,616,008 | $954,389 | 12/31/2023 |
AGG | 9,616,008 | $954,389 | 12/31/2023 |
WealthNavi Inc. | 9,472,127 | $927,700 | 03/31/2024 |
AGG | 9,472,127 | $927,700 | 03/31/2024 |
UBS Group AG | 9,233,009 | $916,376 | 12/31/2023 |
AGG | 9,233,009 | $916,376 | 12/31/2023 |
First Citizens Bank & Trust Co. | 9,324,792 | $913,270 | 03/31/2024 |
AGG | 9,324,792 | $913,270 | 03/31/2024 |
JPMorgan Chase & Co. | 8,929,202 | $886,224 | 12/31/2023 |
AGG | 8,929,202 | $886,224 | 12/31/2023 |
Ameriprise Financial Inc. | 8,722,750 | $867,335 | 12/31/2023 |
AGG | 8,722,750 | $867,335 | 12/31/2023 |
United Services Automobile Association | 8,158,182 | $809,700 | 12/31/2023 |
AGG | 8,158,182 | $809,700 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 8,015,551 | $795,543 | 12/31/2023 |
AGG | 8,015,551 | $795,543 | 12/31/2023 |
TIAA Trust National Association | 7,595,175 | $754,202 | 12/31/2023 |
AGG | 7,595,175 | $754,202 | 12/31/2023 |
Prudential Financial Inc. | 7,431,992 | $737,625 | 12/31/2023 |
AGG | 7,431,992 | $737,625 | 12/31/2023 |
LPL Financial LLC | 7,072,849 | $701,980 | 12/31/2023 |
AGG | 7,072,849 | $701,980 | 12/31/2023 |
P E Global LLC | 6,745,576 | $669,498 | 12/31/2023 |
AGG | 6,745,576 | $669,498 | 12/31/2023 |
Truist Financial Corp | 6,382,581 | $633,471 | 12/31/2023 |
AGG | 6,382,581 | $633,471 | 12/31/2023 |
Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 6,379,116 | $633,127 | 12/31/2023 |
AGG | 6,379,116 | $633,127 | 12/31/2023 |
Factory Mutual Insurance Co. | 6,125,091 | $599,891 | 03/31/2024 |
AGG | 6,125,091 | $599,891 | 03/31/2024 |
Global Assets Advisory LLC | 5,861,868 | $574,111 | 03/31/2024 |
AGG | 5,861,868 | $574,111 | 03/31/2024 |
MEMBERS Trust Co | 5,596,991 | $556,565 | 12/31/2023 |
AGG | 5,596,991 | $556,565 | 12/31/2023 |
The PNC Financial Services Group Inc. | 5,582,929 | $554,106 | 12/31/2023 |
AGG | 5,582,929 | $554,106 | 12/31/2023 |
Stifel Financial Corp | 5,384,209 | $534,387 | 12/31/2023 |
AGG | 5,384,209 | $534,387 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 5,086,061 | $504,792 | 12/31/2023 |
AGG | 5,086,061 | $504,792 | 12/31/2023 |
Bank of New York Mellon Corp | 5,080,444 | $504,234 | 12/31/2023 |
AGG | 5,080,444 | $504,234 | 12/31/2023 |
Mariner LLC | 4,924,155 | $488,723 | 12/31/2023 |
AGG | 4,924,155 | $488,723 | 12/31/2023 |
Advisor Group Holdings Inc. | 3,686,650 | $365,994 | 12/31/2023 |
AGG | 3,686,650 | $365,994 | 12/31/2023 |
Royal Bank of Canada | 3,590,000 | $356,307 | 12/31/2023 |
AGG | 3,590,000 | $356,307 | 12/31/2023 |
D.A. Davidson & CO. | 3,576,770 | $354,994 | 12/31/2023 |
AGG | 3,576,770 | $354,994 | 12/31/2023 |
Captrust Financial Advisors | 3,518,843 | $349,245 | 12/31/2023 |
AGG | 3,518,843 | $349,245 | 12/31/2023 |
Avantax Advisory Services Inc. | 3,514,713 | $348,835 | 12/31/2023 |
AGG | 3,514,713 | $348,835 | 12/31/2023 |
Janus Henderson Group PLC | 2,951,669 | $292,953 | 12/31/2023 |
AGG | 2,951,669 | $292,953 | 12/31/2023 |
SageView Advisory Group LLC | 2,961,015 | $291,644 | 12/31/2023 |
AGG | 2,961,015 | $291,644 | 12/31/2023 |
Citigroup Inc. | 2,886,602 | $286,495 | 12/31/2023 |
AGG | 2,886,602 | $286,495 | 12/31/2023 |
SigFig Wealth Management LLC | 2,744,117 | $272,020 | 12/31/2023 |
AGG | 2,744,117 | $272,020 | 12/31/2023 |
Balentine LLC | 2,388,367 | $237,045 | 12/31/2023 |
AGG | 2,388,367 | $237,045 | 12/31/2023 |
South Dakota Investment Council | 2,344,500 | $232,692 | 12/31/2023 |
AGG | 2,344,500 | $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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