AGG Institutional Ownership
Who owns AGG and what the big funds did with it last quarter, from every SEC 13F filing. 2,095 funds reported holding AGG at Jun 30, 2026.
- ▲1,114 buying vs 780 selling
- ●Shares held by funds +0.5%
- ●Funds holding +5
- ▲Superinvestors: 2 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 2,095 | 2,090 | +0.2% |
| In funds' top 10 | 353 | 385 | −8.3% |
| 13F shares | 1.24B | 1.23B | +0.5% |
| Held by funds | – | – | – |
| New positions | 117 | 121 | −3.3% |
| Increased | 997 | 982 | +1.5% |
| Reduced | 676 | 687 | −1.6% |
| Sold out | 104 | 133 | −21.8% |
| Calls (shares) | 15K | 0 | – |
| Puts (shares) | 0 | 3,600 | −100.0% |
| Put/call ratio | 0.00 | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in AGG
All superinvestors →
Who owns AGG
share of fund held shares- Index and passive funds7.4%
- Active managers and hedge funds48.0%
- Banks and brokers43.1%
- Pensions, insurers and other1.5%
The top 10 holders own 47.0% of all AGG shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
1,673 funds changed their position- Jones Financial Companies LllpTrimmed−10.1M sh
- SCS Capital Management LLCAdded+7.6M sh
- Raymond James Financial IncAdded+4M sh
- Retirement Systems of AlabamaAdded+3.5M sh
- Cordoba Advisory Partners LLCAdded+3.1M sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | – | 110M | $10.9B | −22M |
| 2 | Raymond James Financial Inc | – | 92.8M | $9.2B | +4.1M |
| 3 | Bank of America Corp /de/ | – | 66.6M | $6.6B | −3M |
| 4 | Wells Fargo & Company/mn | – | 65M | $6.4B | +1.3M |
| 5 | BlackRock, Inc. | – | 62M | $6.1B | +8.6M |
| 6 | Mercer Global Advisors Inc /adv | – | 45M | $4.5B | +5.6M |
| 7 | Envestnet Asset Management Inc | – | 43M | $4.3B | −1.5M |
| 8 | US Bancorp \de\ | – | 39.5M | $3.9B | −3.1M |
| 9 | Morgan Stanley | – | 35.7M | $3.5B | +3.2M |
| 10 | Northern Trust Corp | – | 23.1M | $2.3B | +2.4M |
- BlackRock, Inc.+8.6M sh+$846M
- Mercer Global Advisors Inc /adv+5.6M sh+$559M
- Raymond James Financial Inc+4.1M sh+$406M
- United Services Automobile Association+3.5M sh+$351M
- Morgan Stanley+3.2M sh+$314M
- Jpmorgan Chase & Co+2.8M sh+$282M
- Northern Trust Corp+2.4M sh+$236M
- Wealth Enhancement Advisory Services, LLC+1.7M sh+$163M
- Jones Financial Companies Lllp−22M sh−$2.2B
- Betterment LLC−8.3M sh−$820M
- US Bancorp \de\−3.1M sh−$304M
- Bank of America Corp /de/−3M sh−$301M
- Jane Street Group, LLC−2.4M sh−$239M
- Goldman Sachs Group Inc−1.5M sh−$153M
- Envestnet Asset Management Inc−1.5M sh−$151M
- Prudential Financial Inc−1.4M sh−$139M
AGG institutional ownership FAQ
Who owns the most AGG stock?
In Q2 2026 13F filings the largest holder of AGG was Jones Financial Companies Lllp, followed by Raymond James Financial Inc and Bank of America Corp /de/. Index fund managers are usually the biggest holders of large companies.
What percentage of AGG is owned by institutions?
2,095 funds reported holding 1.24B AGG shares at Jun 30, 2026.
Are hedge funds buying AGG?
In Q2 2026, 1,114 funds bought AGG (117 of them new positions) and 780 sold (104 sold out completely). Among well known investors, 2 added and 1 cut. Our fund sentiment for AGG is bullish.
What is AGG's institutional put/call ratio?
Funds reported $0 of AGG puts against $1.5M of calls, a put/call ratio of 0.00. Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this AGG ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.