Who owns IAGG
Which tracked institutional funds hold IAGG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IAGG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
Conviction spread
IAGG’s largest tracked holder by dollar value, Financial Engines Advisors L.L.C., sizes it at 1.6% of its own reported 13F book, while the median holder sizes it at 0.6% of theirs — a 1.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IAGG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, we do not read how tracked institutions changed their IAGG positions: many holders could not be matched across the two filings, most often because the security’s identifier changed and our mapping is incomplete, or because funds are still filing for the newer quarter. Over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. added | 17,606,618 | $891M | 12.1% | 2026-Q2 |
| BlackRock, Inc. trimmed | 16,434,463 | $832M | 11.3% | 2026-Q2 |
| Matson Money. Inc. added | 10,062,129 | $510M | 6.9% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 9,880,177 | $500M | 6.8% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 9,539,391 | $483M | 6.6% | 2026-Q2 |
| TIAA Wealth Investment Management LLC added | 6,452,026 | $327M | 4.4% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5,175,776 | $262M | 3.6% | 2026-Q2 |
| LPL Financial LLC trimmed | 4,005,098 | $203M | 2.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 3,985,088 | $202M | 2.7% | 2026-Q2 |
| Nationwide Fund Advisors trimmed | 3,439,200 | $285M | 3.9% | 2026-Q2 |
| Jupiter Topco LLC new | 2,995,885 | $152M | 2.1% | 2026-Q2 |
| MATHER GROUP, LLC. trimmed | 2,549,605 | $129M | 1.8% | 2026-Q2 |
| Creative Planning trimmed | 2,181,893 | $110M | 1.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 2,062,205 | $104M | 1.4% | 2026-Q2 |
| SageView Advisory Group, LLC trimmed | 2,023,152 | $102M | 1.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,813,439 | $92M | 1.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 1,781,641 | $90M | 1.2% | 2026-Q2 |
| ASSETMARK, INC added | 1,595,853 | $81M | 1.1% | 2026-Q2 |
| Annex Advisory Services, LLC added | 1,476,042 | $75M | 1.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 1,436,013 | $73M | 1.0% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 1,421,097 | $71M | 1.0% | 2026-Q2 |
| N.E.W. Advisory Services LLC added | 1,307,184 | $66M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,113,905 | $56M | 0.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,095,863 | $55M | 0.8% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 1,088,753 | $55M | 0.7% | 2026-Q2 |
| GeoWealth Management, LLC added | 1,063,816 | $54M | 0.7% | 2026-Q2 |
| GDS Wealth Management added | 1,038,310 | $53M | 0.7% | 2026-Q2 |
| Stratos Investment Management, LLC added | 1,021,366 | $52M | 0.7% | 2026-Q2 |
| MORGAN STANLEY trimmed | 972,564 | $49M | 0.7% | 2026-Q2 |
| Savant Capital, LLC added | 968,201 | $49M | 0.7% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 966,880 | $49M | 0.7% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 934,984 | $47M | 0.6% | 2026-Q2 |
| RAFFA WEALTH MANAGEMENT, LLC added | 880,019 | $45M | 0.6% | 2026-Q2 |
| PRUDENT INVESTORS NETWORK, INC. added | 872,594 | $44M | 0.6% | 2026-Q2 |
| Apella Capital, LLC added | 861,066 | $43M | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 858,382 | $43M | 0.6% | 2026-Q2 |
| Boston Standard Wealth Management, LLC added | 849,268 | $43M | 0.6% | 2026-Q2 |
| Kestra Investment Management, LLC added | 804,432 | $41M | 0.6% | 2026-Q2 |
| Cerity Partners LLC trimmed | 800,318 | $40M | 0.6% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 685,777 | $35M | 0.5% | 2026-Q2 |
| Savvy Advisors, Inc. added | 649,771 | $33M | 0.4% | 2026-Q2 |
| Financial Gravity Companies, Inc. added | 640,614 | $32M | 0.4% | 2026-Q2 |
| CAHABA WEALTH MANAGEMENT, INC. added | 626,723 | $32M | 0.4% | 2026-Q2 |
| UBS Group AG added | 616,616 | $31M | 0.4% | 2026-Q2 |
| AMARILLO NATIONAL BANK | 596,651 | $30M | 0.4% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC added | 595,447 | $30M | 0.4% | 2026-Q2 |
| Modera Wealth Management, LLC added | 533,071 | $27M | 0.4% | 2026-Q2 |
| SYON CAPITAL LLC added | 516,489 | $26M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 483,840 | $24M | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 483,238 | $24M | 0.3% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 436,171 | $22M | 0.3% | 2026-Q2 |
| PENOBSCOT WEALTH MANAGEMENT added | 402,313 | $20M | 0.3% | 2026-Q2 |
| LANDMARK WEALTH MANAGEMENT, INC. added | 398,519 | $20M | 0.3% | 2026-Q2 |
| Values Added Financial LLC added | 396,650 | $20M | 0.3% | 2026-Q2 |
| DORVAL Corp added | 385,459 | $20M | 0.3% | 2026-Q2 |
| Mason & Associates, LLC added | 373,233 | $19M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 368,745 | $19M | 0.3% | 2026-Q2 |
| Brio Consultants, LLC added | 357,992 | $18M | 0.2% | 2026-Q2 |
| NYL Investors LLC trimmed | 347,798 | $18M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 339,470 | $17M | 0.2% | 2026-Q2 |
| TECTONIC ADVISORS LLC trimmed | 327,808 | $17M | 0.2% | 2026-Q2 |
| Main Street Financial Solutions, LLC added | 309,591 | $16M | 0.2% | 2026-Q2 |
| Stadion Money Management, LLC added | 305,157 | $15M | 0.2% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 285,032 | $14M | 0.2% | 2026-Q2 |
| Occidental Asset Management, LLC added | 274,800 | $14M | 0.2% | 2026-Q2 |
| PDS Planning, Inc added | 252,280 | $13M | 0.2% | 2026-Q2 |
| IFP Advisors, Inc added | 250,856 | $13M | 0.2% | 2026-Q2 |
| Trinity Wealth Management, LLC trimmed | 250,098 | $13M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 249,479 | $13M | 0.2% | 2026-Q2 |
| Anderson Financial Strategies, LLC added | 248,599 | $12M | 0.2% | 2026-Q2 |
| BIP Wealth, LLC added | 247,549 | $13M | 0.2% | 2026-Q2 |
| KICKSTAND VENTURES, LLC. added | 228,143 | $12M | 0.2% | 2026-Q2 |
| Vise Technologies, Inc. added | 218,843 | $11M | 0.2% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 210,560 | $11M | 0.1% | 2026-Q2 |
| Octavia Wealth Advisors, LLC added | 203,872 | $10M | 0.1% | 2026-Q2 |
| KWB Wealth added | 196,675 | $10M | 0.1% | 2026-Q2 |
| Forum Private Client Group LLC added | 185,890 | $9M | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 174,806 | $9M | 0.1% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC new | 173,620 | $9M | 0.1% | 2026-Q2 |
| SECURIAN ASSET MANAGEMENT, INC trimmed | 170,326 | $8M | 0.1% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 167,512 | $8M | 0.1% | 2026-Q2 |
| Discipline Wealth Solutions, LLC added | 164,332 | $8M | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 164,165 | $8M | 0.1% | 2026-Q2 |
| Shepherd Financial Partners LLC added | 156,385 | $8M | 0.1% | 2026-Q2 |
| New Capital Management LP added | 153,832 | $8M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 153,062 | $8M | 0.1% | 2026-Q2 |
| Brooklyn FI, LLC trimmed | 150,691 | $7M | 0.1% | 2026-Q2 |
| Robinswood Financial LLC added | 146,112 | $7M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 145,273 | $7M | 0.1% | 2026-Q2 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC added | 140,274 | $7M | 0.1% | 2026-Q2 |
| Silver Coast Investments LLC new | 139,466 | $7M | 0.1% | 2026-Q2 |
| Pure Financial Advisors, LLC added | 132,930 | $7M | 0.1% | 2026-Q2 |
| Wiser Wealth Management, Inc added | 128,884 | $7M | 0.1% | 2026-Q2 |
| MONEYWISE, INC. added | 128,729 | $7M | 0.1% | 2026-Q2 |
| Capstone Financial Advisors, Inc. added | 126,254 | $6M | 0.1% | 2026-Q2 |
| Kooman & Associates added | 126,182 | $6M | 0.1% | 2026-Q2 |
| Greenspring Advisors, LLC added | 121,753 | $6M | 0.1% | 2026-Q2 |
| ARKANSAS FINANCIAL GROUP, INC. trimmed | 115,540 | $6M | 0.1% | 2026-Q2 |
| Continuum Advisory, LLC added | 115,425 | $6M | 0.1% | 2026-Q2 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed | 113,497 | $6M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.