Who Owns ISHARES TR (AGZ)? -- Institutional Holders (2026-06-30)
154 institutions reported holding $417.5M of ISHARES TR (AGZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: HighTower Advisors, LLC ($55.0M), STIFEL FINANCIAL CORP ($52.3M), Bank of New York Mellon Corp ($37.6M), RAYMOND JAMES FINANCIAL INC ($35.9M), TRB Wealth Management, LLC ($15.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | HighTower Advisors, LLC | $55.0M | 503,184 | Added |
| 2 | STIFEL FINANCIAL CORP | $52.3M | 478,573 | Added |
| 3 | Bank of New York Mellon Corp | $37.6M | 344,348 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $35.9M | 328,763 | Added |
| 5 | TRB Wealth Management, LLC | $15.1M | 138,548 | Added |
| 6 | Pathstone Holdings, LLC | $14.5M | 132,626 | New |
| 7 | Asset Management One Co., Ltd. | $14.1M | 128,946 | Added |
| 8 | BAILARD, INC. | $13.7M | 125,583 | Added |
| 9 | UBS Group AG | $11.5M | 104,837 | Added |
| 10 | KEYBANK NATIONAL ASSOCIATION/OH | $10.9M | 99,598 | Added |
| 11 | ARVEST INVESTMENTS, INC. | $9.1M | 83,419 | Added |
| 12 | Great Diamond Partners, LLC | $8.1M | 74,286 | Added |
| 13 | RKL Wealth Management LLC | $8.1M | 74,091 | Trimmed |
| 14 | MORGAN STANLEY | $7.6M | 69,654 | Added |
| 15 | EP Wealth Advisors, LLC | $7.6M | 69,239 | Added |
| 16 | AMERIPRISE FINANCIAL INC | $7.4M | 67,367 | Added |
| 17 | BANK OF AMERICA CORP /DE/ | $7.3M | 66,716 | Added |
| 18 | OSAIC HOLDINGS, INC. | $6.9M | 63,120 | Added |
| 19 | WELLS FARGO & COMPANY/MN | $5.8M | 53,257 | Trimmed |
| 20 | Summit Financial, LLC | $5.6M | 51,679 | Trimmed |
| 21 | LPL Financial LLC | $5.5M | 50,780 | Added |
| 22 | PNC Financial Services Group, Inc. | $5.1M | 46,486 | Added |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.5M | 41,173 | Added |
| 24 | Fluent Financial, LLC | $4.2M | 38,521 | Added |
| 25 | US BANCORP \DE\ | $4.0M | 36,977 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30