Institutional shares held 1.3 Billion
179K calls
24.4K puts
Total value of holdings $130B
$17.9M calls
$2.44M puts
# of Institutions 2,233


Latest Institutional Activity in AGG

Top Purchases

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 19.6M ($1.96B)
Q4 2025
Stairway Partners, LLC Shares Held: 2.41M ($241M)
Q4 2025
Exchange Traded Concepts, LLC Shares Held: 2.32M ($232M)
Q4 2025
Capital Asset Advisory Services LLC Shares Held: 1.77M ($177M)
Q4 2025
Beacon Investment Advisory Services, Inc. Shares Held: 353K ($35.3M)

Top Sells

Q4 2025
Sunflower Bank, N.A. Shares Held: 282K ($28.2M)
Q4 2025
Dakota Wealth Management Shares Held: 158K ($15.8M)
Q4 2025
Synergy Asset Management, LLC Shares Held: 50.1K ($5.01M)
Q4 2025
Efficient Advisors, LLC Shares Held: 495K ($49.5M)
Q4 2025
Legacy Private Trust Co. Shares Held: 247K ($24.7M)

About AGG

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