AGG
Congressional Trades
No congressional trades in AGG on record.
Whale Activity
- Increased0
- New0
- Held0
- Decreased1
- Closed0
- No prior filing17
| Filer | Shares | Value | Change |
|---|---|---|---|
| Stairway Partners, LLC | 2.9M | $274.5M | — |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1.8M | $169.5M | — |
| GoalFusion Wealth Management, LLC | 530.5K | $50.2M | — |
| Heartwood Wealth Advisors LLC | 313.2K | $29.6M | — |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 280.9K | $26.6M | — |
| GP Brinson Investments LLC | 280.6K | $26.5M | — |
| Legacy Private Trust Co. | 207.8K | $19.6M | — |
| FC Advisory LLC | 162.4K | $15.3M | — |
| Montecito Bank & Trust | 152.2K | $14.4M | — |
| JUNCTURE WEALTH STRATEGIES, LLC | 113.1K | $10.7M | — |
| ACIMA PRIVATE WEALTH, LLC | 103.6K | $9.8M | — |
| Frisco Financial Planning LLC | 96.7K | $9.1M | — |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
No open-market insider buys or sells in the last two years.
Recent Insider Transactions
No insider transactions on record.
Fund Holders
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| Transamerica Goldman Sachs Managed Risk - Balanced ETF VP TRANSAMERICA SERIES TRUST | 6.8M | $672.0M | 19.84% | Jun 30, 2026 |
| Simplify Aggregate Bond ETF Simplify Exchange Traded Funds | 5.0M | $498.5M | 94.67% | Jun 30, 2026 |
| BlackRock Global Tactical Strategies Portfolio Brighthouse Funds Trust I | 4.4M | $437.5M | 15.48% | Jun 30, 2026 |
| AVIP Constellation Managed Risk Moderate Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 3.1M | $307.6M | 25.45% | Jun 30, 2026 |
| Active/Passive Balanced Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 2.8M | $276.9M | 13.68% | Jun 30, 2026 |
| Variable Portfolio - Managed Volatility Moderate Growth Fund Columbia Funds Variable Series Trust II | 2.7M | $265.8M | 2.36% | Jun 30, 2026 |
| Protective Life Dynamic Allocation Series - Moderate Portfolio Clayton Street Trust | 2.4M | $235.1M | 32.39% | Jun 30, 2026 |
| Bluemonte Core Bond ETF EXCHANGE TRADED CONCEPTS TRUST | 2.0M | $192.3M | 40.01% | Jul 31, 2026 |
| Transamerica BlackRock iShares Edge 50 VP TRANSAMERICA SERIES TRUST | 1.9M | $188.1M | 45.82% | Jun 30, 2026 |
| AVIP Constellation Managed Risk Balanced Portfolio AuguStar Variable Insurance Products Fund Inc | 1.8M | $175.3M | 35.96% | Jun 30, 2026 |
Mutual funds and ETFs whose N-PORT filings list AGG's shares (CUSIP 464287226), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
No 13D/13G beneficial-ownership filings on record.
Corporate Lobbying
No lobbying filings found naming AGG as the client.
Government Contracts
No federal contract awards found for AGG.
U.S. Patents
No USPTO patent applications found for AGG.
Annual Financials
No annual XBRL figures on record for AGG. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
No stock splits in AGG's price history.
Material Events (8-K)
No 8-K filings on record.
About AGG
No company profile on record.
