$AGG is held by 39 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 15.22%, with an average of 1.77% of portfolio. Largest holder: Tandem Wealth Advisors LLC at 15.22%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
iShares Core US Agg
13F holders
2,033
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 2,033 · Source: 13F-HR01
State Farm Mutual Automobile Insurance Co.
—
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02
Marquette Asset Management, LLC
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—
03
Evensky & Katz LLC
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04
Legal & General Group Plc
—
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05
Lowe Brockenbrough & Co. Inc.
—
—
06
Crestline Management, LP
—
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07
NorthRock Partners, LLC
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—
08
U S Wealth Group, LLC.
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09
Boreal Capital Management LLC
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10
FengHe Fund Management Pte. Ltd.
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
39 holders · Q1 202601
Tandem Wealth Advisors LLC
15.22% ↓ 3.9pp
α +14.1pts
02
Stamos Capital Partners, L.P.
14.37% NEW
α +10.2pts
03
Ted Buchan & Co
9.81% NEW
α +13.2pts
04
Cornerstone Management, Inc.
7.05% NEW
α +12.4pts
05
Interactive Financial Advisors, Inc.
6.75% NEW
α +15.2pts
06
D L Carlson Investment Group Inc.
2.63% held
α +17.7pts
07
Svb Wealth LLC
2.12% held
α +29.6pts
08
Principal Securities, Inc.
1.98% held
α +21.3pts
09
Independent Solutions Wealth Management, LLC
1.64% NEW
α +19.1pts
10
Endeavor Private Wealth, Inc.
1.26% held
α +13.5pts
11
Quantum Financial Planning Services, Inc.
1.16% held
α +28.9pts
12
MFA Wealth Services
0.81% NEW
α +16.2pts
13
Pacific Financial Group Inc.
0.79% held
α +14.3pts
14
Narus Financial Partners, LLC
0.53% held
α +11.1pts
15
TRUE Private Wealth Advisors
0.42% NEW
α +23.4pts
16
Cypress Capital Group
0.40% NEW
α +12.6pts
17
GM Advisory Group, LLC
0.30% held
α +16.5pts
18
Linscomb Wealth, Inc.
0.28% NEW
α +32.6pts
19
Wincap Financial LLC
0.21% NEW
α +14.0pts
20
Johnson Financial Group, Inc.
0.19% held
α +14.7pts
21
Echo45 Advisors LLC
0.16% held
α +17.2pts
22
Citigroup Inc.
0.16% NEW
α +26.3pts
23
RFG Advisory, LLC
0.14% NEW
α +16.2pts
24
Level Financial Advisors
0.13% held
α +30.9pts
25
Plum Street Advisors, LLC
0.13% held
α +18.0pts
26
LM Advisors LLC
0.07% held
α +15.5pts
27
Stelac Advisory Services LLC
0.06% held
α +13.4pts
28
Delta Financial Advisors LLC
0.05% held
α +18.1pts
29
Venture Visionary Partners LLC
0.05% held
α +10.3pts
30
Walkner Condon Financial Advisors LLC
0.03% held
α +23.7pts
31
Impact Partnership Wealth, LLC
0.03% held
α +10.3pts
32
Courier Capital LLC
0.03% held
α +14.9pts
33
Collier Financial
0.03% held
α +14.2pts
34
CV Advisors LLC
0.03% held
α +29.1pts
35
Choate Investment Advisors
0.01% held
α +13.8pts
36
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
37
Banque Pictet & Cie SA
0.00% held
α +10.3pts
38
Mountain Hill Investment Partners Corp.
0.00% held
α +15.0pts
39
Pittenger & Anderson Inc.
0.00% held
α +21.3pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $AGG in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $AGG in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $AGG lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $AGG — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 13:07 UTC.