% of shares outstanding is not shown for IAGG: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for IAGG in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 26,435,42726.4M | $1.3B | — | ADD 20% |
| 2 | BlackRock, Inc. | 18,501,98918.5M | $926M | — | ADD 4% |
| 3 | Financial Engines Advisors L.L.C. | 16,419,08816.4M | $822M | — | ADD 2% |
| 4 | JPMORGAN CHASE & CO | 12,025,03312.0M | $599M | — | ADD 18% |
| 5 | LPL Financial LLC | 11,025,23111.0M | $552M | — | ADD 12% |
| 6 | Matson Money. Inc. | 9,753,5659.8M | $488M | — | ADD 5% |
| 7 | TIAA Wealth Investment Management LLC | 6,422,0576.4M | $320M | — | NEW |
| 8 | WealthNavi Inc. | 6,048,3146.0M | $303M | — | ADD 20% |
| 9 | Nationwide Fund Advisors | 5,567,7075.6M | $279M | — | TRIM -5% |
| 10 | JONES FINANCIAL COMPANIES LLLP | 5,513,0035.5M | $274M | — | ADD 128% |
| 11 | BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5,175,7765.2M | $258M | — | — |
| 12 | BANK OF AMERICA CORP /DE/ | 3,820,8203.8M | $191M | — | TRIM -9% |
| 13 | MORGAN STANLEY | 3,679,0413.7M | $184M | — | ADD 15% |
| 14 | JANUS HENDERSON GROUP PLC | 3,157,1703.2M | $158M | — | ADD 29% |
| 15 | MATHER GROUP, LLC. | 2,613,4792.6M | $131M | — | ADD 6% |
| 16 | Envestnet Portfolio Solutions, Inc. | 2,470,4762.5M | $124M | — | ADD 5% |
| 17 | Creative Planning | 2,378,1062.4M | $119M | — | ADD 1009% |
| 18 | Cetera Investment Advisers | 2,291,9682.3M | $115M | — | ADD 5% |
| 19 | AMERIPRISE FINANCIAL INC | 2,274,5802.3M | $114M | — | TRIM -2% |
| 20 | CWM, LLC | 2,255,8292.3M | $113M | — | ADD 4% |
| 21 | Betterment LLC | 2,223,5532.2M | $111M | — | ADD 22% |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 2,130,4762.1M | $107M | — | ADD 10% |
| 23 | PARK AVENUE SECURITIES LLC | 1,991,2002.0M | $100M | — | ADD 10% |
| 24 | Bank of New York Mellon Corp | 1,588,5571.6M | $79M | — | ADD 18% |
| 25 | ALLIANCEBERNSTEIN L.P. | 1,575,9441.6M | $79M | — | — |
| 26 | MML INVESTORS SERVICES, LLC | 1,484,3891.5M | $74M | — | — |
| 27 | Janney Montgomery Scott LLC | 1,455,6961.5M | $73M | — | ADD 12% |
| 28 | Annex Advisory Services, LLC | 1,346,9151.3M | $67M | — | NEW |
| 29 | ASSETMARK, INC | 1,303,3871.3M | $65M | — | ADD 123% |
| 30 | ROYAL BANK OF CANADA | 1,258,1691.3M | $63M | — | ADD 18% |
| 31 | N.E.W. Advisory Services LLC | 1,210,4091.2M | $61M | — | — |
| 32 | MERCER GLOBAL ADVISORS INC /ADV | 1,128,2391.1M | $56M | — | ADD 194% |
| 33 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,062,2011.1M | $53M | — | ADD 6% |
| 34 | GeoWealth Management, LLC | 1,041,4491.0M | $52M | — | ADD 3% |
| 35 | Stratos Investment Management, LLC | 993,350993,350 | $50M | — | ADD 5% |
| 36 | Cerity Partners LLC | 938,550938,550 | $47M | — | ADD 67% |
| 37 | GDS Wealth Management | 928,734928,734 | $46M | — | ADD 10% |
| 38 | Mirae Asset Global Investments Co., Ltd. | 919,620919,620 | $46M | — | TRIM -3% |
| 39 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 922,432922,432 | $46M | — | ADD 7% |
| 40 | Merit Financial Group, LLC | 905,012905,012 | $45M | — | ADD 16% |
| 41 | True Link Financial Advisors, LLC | 897,660897,660 | $45M | — | ADD 36% |
| 42 | Prime Capital Investment Advisors, LLC | 896,069896,069 | $45M | — | ADD 67% |
| 43 | PRUDENT INVESTORS NETWORK, INC. | 867,905867,905 | $43M | — | ADD 9% |
| 44 | Savant Capital, LLC | 830,312830,312 | $42M | — | ADD 8% |
| 45 | OSAIC HOLDINGS, INC. | 810,366810,366 | $41M | — | ADD 7% |
| 46 | Boston Standard Wealth Management, LLC | 813,058813,058 | $41M | — | ADD 3% |
| 47 | Foundations Investment Advisors, LLC | 737,294737,294 | $37M | — | ADD 14% |
| 48 | Kestra Investment Management, LLC | 736,346736,346 | $37M | — | NEW |
| 49 | Apella Capital, LLC | 717,308717,308 | $36M | — | ADD 38% |
| 50 | Capital Analysts, LLC | 682,304682,304 | $34M | — | ADD 9% |
| 51 | Financial Gravity Asset Management, Inc. | 629,064629,064 | $31M | — | ADD 3% |
| 52 | UBS Group AG | 606,628606,628 | $30M | — | TRIM -5% |
| 53 | CAHABA WEALTH MANAGEMENT, INC. | 597,871597,871 | $30M | — | ADD 4% |
| 54 | JB Capital LLC | 597,376597,376 | $30M | — | ADD 7% |
| 55 | AMARILLO NATIONAL BANK | 596,651596,651 | $30M | — | ADD 4% |
| 56 | STIFEL FINANCIAL CORP | 578,297578,297 | $29M | — | ADD 12% |
| 57 | Sanctuary Advisors, LLC | 555,703555,703 | $28M | — | ADD 12% |
| 58 | Savvy Advisors, Inc. | 545,755545,755 | $27M | — | ADD 83% |
| 59 | Modera Wealth Management, LLC | 507,173507,173 | $25M | — | — |
| 60 | SYON CAPITAL LLC | 490,138490,138 | $25M | — | TRIM -3% |
| 61 | Cambridge Investment Research Advisors, Inc. | 477,394477,394 | $24M | — | ADD 32% |
| 62 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 446,943446,943 | $22M | — | NEW |
| 63 | Modern Wealth Management, LLC | 440,997440,997 | $22M | — | ADD 8% |
| 64 | Apollon Wealth Management, LLC | 404,082404,082 | $20M | — | — |
| 65 | DORVAL Corp | 378,343378,343 | $19M | — | ADD 10% |
| 66 | Mason & Associates, LLC | 366,684366,684 | $18M | — | ADD 5% |
| 67 | TRUIST FINANCIAL CORP | 363,745363,745 | $18M | — | ADD 9% |
| 68 | RAYMOND JAMES FINANCIAL INC | 362,467362,467 | $18M | — | ADD 27% |
| 69 | NYL Investors LLC | 352,312352,312 | $18M | — | ADD 3% |
| 70 | LANDMARK WEALTH MANAGEMENT, INC. | 351,148351,148 | $18M | — | — |
| 71 | Brio Consultants, LLC | 350,895350,895 | $17M | — | ADD 4% |
| 72 | TECTONIC ADVISORS LLC | 339,308339,308 | $17M | — | ADD 26% |
| 73 | Trinity Wealth Management, LLC | 337,696337,696 | $17M | — | ADD 6% |
| 74 | Values Added Financial LLC | 330,887330,887 | $17M | — | ADD 67% |
| 75 | PENOBSCOT WEALTH MANAGEMENT | 305,735305,735 | $15M | — | ADD 5% |
| 76 | Stadion Money Management, LLC | 304,802304,802 | $15M | — | — |
| 77 | Sharkey, Howes & Javer | 291,951291,951 | $15M | — | ADD 33% |
| 78 | AE Wealth Management LLC | 290,301290,301 | $15M | — | ADD 16% |
| 79 | Granite Bay Wealth Management, LLC | 275,375275,375 | $14M | — | NEW |
| 80 | Occidental Asset Management, LLC | 268,046268,046 | $13M | — | ADD 19% |
| 81 | Thrivent Financial for Lutherans | 257,623257,623 | $13M | — | ADD 3% |
| 82 | Farther Finance Advisors, LLC | 250,189250,189 | $12M | — | ADD 8% |
| 83 | Anderson Financial Strategies, LLC | 241,993241,993 | $12M | — | ADD 7% |
| 84 | Equitable Holdings, Inc. | 240,697240,697 | $12M | — | ADD 3% |
| 85 | Integrated Wealth Concepts LLC | 238,543238,543 | $12M | — | ADD 17% |
| 86 | IFP Advisors, Inc | 236,690236,690 | $12M | — | ADD 19% |
| 87 | PDS Planning, Inc | 232,948232,948 | $12M | — | ADD 2% |
| 88 | Kelly Financial Services LLC | 232,388232,388 | $12M | — | ADD 10% |
| 89 | Icon Wealth Advisors, LLC | 225,372225,372 | $11M | — | ADD 16% |
| 90 | Atria Investments, Inc | 220,342220,342 | $11M | — | ADD 15% |
| 91 | Corient Private Wealth LLC | 220,898220,898 | $11M | — | TRIM -44% |
| 92 | BIP Wealth, LLC | 211,618211,618 | $11M | — | — |
| 93 | SteelPeak Wealth, LLC | 211,579211,579 | $11M | — | ADD 10% |
| 94 | Horst & Graben Wealth Management LLC | 206,345206,345 | $10M | — | ADD 11% |
| 95 | Stone House Investment Management, LLC | 204,757204,757 | $10M | — | ADD 7% |
| 96 | Mariner, LLC | 195,228195,228 | $10M | — | ADD 7% |
| 97 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 192,826192,826 | $10M | — | TRIM -42% |
| 98 | Octavia Wealth Advisors, LLC | 191,342191,342 | $10M | — | TRIM -14% |
| 99 | Private Advisor Group, LLC | 187,217187,217 | $9M | — | ADD 50% |
| 100 | INTEGRITY ALLIANCE, LLC. | 184,882184,882 | $9M | — | ADD 11% |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 772K | 765K | 21.0M | 22.2M | 22.1M | 26.4M | $1.3B |
| BlackRock, Inc. | 15.2M | 12.3M | 20.2M | 18.2M | 17.7M | 18.5M | $926M |
| Financial Engines Advisors L.L.C. | 14.1M | 14.4M | 14.5M | 15.4M | 16.1M | 16.4M | $822M |
| JPMORGAN CHASE & CO | 14.3M | 15.0M | 17.7M | 38.9M | 10.1M | 12.0M | $599M |
| LPL Financial LLC | 1.2M | 1.0M | 8.1M | 9.2M | 9.9M | 11.0M | $552M |
| Matson Money. Inc. | 8.5M | 8.7M | 8.5M | 8.8M | 9.3M | 9.8M | $488M |
| TIAA Wealth Investment Management LLC | — | — | — | — | — | 6.4M | $320M |
| WealthNavi Inc. | 2.6M | 3.4M | 3.8M | 4.4M | 5.0M | 6.0M | $303M |
| Nationwide Fund Advisors | — | — | 529K | 521K | 5.9M | 5.6M | $279M |
| JONES FINANCIAL COMPANIES LLLP | 6.9M | 2.8M | 2.0M | 2.2M | 2.4M | 5.5M | $274M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5.4M | 5.1M | 5.6M | 5.6M | 5.1M | 5.2M | $258M |
| BANK OF AMERICA CORP /DE/ | 1.6M | 914K | 3.2M | 3.3M | 4.2M | 3.8M | $191M |
| MORGAN STANLEY | 337K | 196K | 2.4M | 2.9M | 3.2M | 3.7M | $184M |
| JANUS HENDERSON GROUP PLC | 1.1M | 1.7M | 1.6M | 1.8M | 2.4M | 3.2M | $158M |
| MATHER GROUP, LLC. | 2.1M | 2.2M | 2.2M | 2.4M | 2.5M | 2.6M | $131M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| TIAA Wealth Investment Management LLC | +6,422,057 | $321M | OPEN |
| ENVESTNET ASSET MANAGEMENT INC | +4,330,050 | $217M | ADD |
| JONES FINANCIAL COMPANIES LLLP | +3,095,044 | $155M | ADD |
| Creative Planning | +2,163,625 | $108M | ADD |
| JPMORGAN CHASE & CO | +1,876,545 | $94M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| JANE STREET GROUP, LLC | −2,741,859 | $137M | CLOSE |
| SageView Advisory Group, LLC | −2,170,574 | $109M | CLOSE |
| SAGESPRING WEALTH PARTNERS, LLC | −1,432,000 | $72M | CLOSE |
| NewEdge Advisors, LLC | −933,264 | $47M | CLOSE |
| BANK OF AMERICA CORP /DE/ | −359,779 | $18M | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 661 | 217,069,526 | — | $10.9B |
| 2025-Q4 | 627 | 193,272,316 | — | $9.6B |
| 2025-Q3 | 573 | 206,208,105 | — | $10.4B |
| 2025-Q2 | 553 | 176,205,678 | — | $8.9B |
| 2025-Q1 | 381 | 102,832,380 | — | $5.1B |
| 2024-Q4 | 388 | 107,980,116 | — | $5.3B |
| 2024-Q3 | 361 | 112,977,452 | — | $5.9B |
| 2024-Q2 | 352 | 95,885,086 | — | $4.8B |
| 2024-Q1 | 343 | 90,092,488 | — | $4.5B |
| 2023-Q4 | 321 | 85,094,946 | — | $4.1B |
| 2023-Q3 | 299 | 63,059,244 | — | $2.9B |
| 2023-Q2 | 311 | 55,501,119 | — | $2.7B |
| 2023-Q1 | 295 | 55,759,947 | — | $2.7B |
| 2022-Q4 | 315 | 52,888,384 | — | $2.5B |
| 2022-Q3 | 286 | 43,950,889 | — | $2.1B |
| 2022-Q2 | 299 | 43,088,653 | — | $2.1B |
| 2022-Q1 | 287 | 44,039,182 | — | $2.3B |
| 2021-Q4 | 286 | 41,243,142 | — | $2.2B |
| 2021-Q3 | 260 | 40,554,945 | — | $2.2B |
| 2021-Q2 | 258 | 38,793,910 | — | $2.1B |
| 2021-Q1 | 252 | 35,827,612 | — | $2.0B |
| 2020-Q4 | 239 | 33,127,696 | — | $1.8B |
| 2020-Q3 | 207 | 30,045,038 | — | $1.7B |
| 2020-Q2 | 197 | 28,846,611 | — | $1.6B |
| 2020-Q1 | 213 | 26,622,752 | — | $1.5B |
| 2019-Q4 | 211 | 28,700,418 | — | $1.6B |
| 2019-Q3 | 164 | 18,062,608 | — | $1.0B |
| 2019-Q2 | 149 | 17,005,494 | — | $926M |
| 2019-Q1 | 129 | 13,795,896 | — | $738M |
| 2018-Q4 | 110 | 12,083,387 | — | $630M |
| 2018-Q3 | 91 | 8,097,548 | — | $418M |
| 2018-Q2 | 72 | 7,285,992 | — | $358M |
| 2018-Q1 | 73 | 6,954,071 | — | $351M |
| 2017-Q4 | 63 | 6,867,527 | — | $351M |
| 2017-Q3 | 41 | 5,486,611 | — | $284M |
| 2017-Q2 | 32 | 4,092,034 | — | $212M |
| 2017-Q1 | 29 | 3,675,126 | — | $190M |
| 2016-Q4 | 20 | 4,001,590 | — | $208M |
| 2016-Q3 | 21 | 5,598,887 | — | $300M |
| 2016-Q2 | 14 | 3,122,727 | — | $166M |
| 2016-Q1 | 11 | 3,331,726 | — | $173M |
| 2015-Q4 | 4 | 1,037,438 | — | $52M |
