EAGG — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns EAGG? 27 Institutions Hold $53.4M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (EAGG)? 27 institutions reported holding $53.36M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Ferguson Wellman Capital Management, Inc ($16.7M), Apella Capital, LLC ($11.4M), RTD Financial Advisors, Inc. ($3.2M).

Rank	Institution	Value	Shares	Change
1	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$16.7M	368,424	Added
2	Apella Capital, LLC	$11.4M	251,660	Added
3	RTD Financial Advisors, Inc.	$3.2M	71,078	Added
4	Farther Finance Advisors, LLC	$3.1M	68,497	Trimmed
5	Mallini Complete Financial Planning LLC	$3.0M	66,590	Added
6	SigFig Wealth Management, LLC	$2.3M	50,685	Added
7	Midwest Financial Partners Investments, Inc.	$2.2M	48,441	Added
8	CX Institutional	$2.1M	47,503	Trimmed
9	Gradient Investments LLC	$1.6M	34,924	Trimmed
10	First Heartland Consultants, Inc.	$1.4M	30,541	New
11	ANB BANK	$1.2M	27,459	Added
12	Trust Co	$810,583	17,913	Added
13	Acropolis Investment Management, LLC	$781,061	17,261	Trimmed
14	Bangor Savings Bank	$725,584	16,035	Added
15	Wealth Enhancement Trust Services, Inc.	$685,311	15,145	Trimmed
16	CLUNE & ASSOCIATES, LTD.	$637,124	14,080	Added
17	Harpswell Capital Advisors, LLC	$437,432	9,667	Hold
18	Emergent Wealth Advisors, LLC	$396,707	8,767	Added
19	COLTON GROOME FINANCIAL ADVISORS, LLC	$256,115	5,660	Hold
20	FINANCIAL MANAGEMENT NETWORK INC	$220,817	4,894	Trimmed
21	ARMSTRONG ADVISORY GROUP, INC	$134,438	2,971	Added
22	Hickory Point Bank & Trust	$38,734	856	New
23	CoreCap Advisors, LLC	$21,811	482	Trimmed
24	Noble Wealth Management PBC	$8,326	184	Hold
25	Davis Capital Management	$181	4	Hold

Source: SEC Form 13F filings · as of 2026-09-30