Who owns AGEM
Which tracked institutional funds hold AGEM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AGEM company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-20). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
7 tracked funds added or opened AGEM while 4 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AGEM’s largest tracked holder by dollar value, WADDELL & ASSOCIATES, LLC, sizes it at 2.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AGEM 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 2025-Q4 and 2026-Q1, across 44 tracked filers holding AGEM, 18 increased or opened the position and 28 reduced or closed it; 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
Funds opening or closing a position in AGEM between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- WADDELL & ASSOCIATES, LLC$38M
Largest adds
- AE Wealth Management LLC$825K
- OLD MISSION CAPITAL LLC$768K
- GTS SECURITIES LLC$542K
- Lloyd Advisory Services, LLC.$324K
- Simplicity Wealth,LLC$291K
- LPL Financial LLC$265K
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$32M
- LifePlan Investment Advisors, Inc.$1M
- JANE STREET GROUP, LLC$903K
- Sterling Capital Management LLC$589K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| WADDELL & ASSOCIATES, LLC new | 933,510 | $38M | 34.5% | 2026-Q1 |
| Sterling Capital Management LLC trimmed | 580,747 | $24M | 21.4% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 448,051 | $18M | 16.5% | 2026-Q1 |
| Simplicity Wealth,LLC trimmed | 183,193 | $7M | 6.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 57,497 | $2M | 2.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 55,736 | $2M | 2.1% | 2026-Q1 |
| GTS SECURITIES LLC added | 46,928 | $2M | 1.7% | 2026-Q1 |
| FWG Investments, LLC. trimmed | 46,856 | $2M | 1.7% | 2026-Q1 |
| LPL Financial LLC added | 42,839 | $2M | 1.6% | 2026-Q1 |
| LifePlan Investment Advisors, Inc. trimmed | 31,845 | $1M | 1.2% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 30,051 | $1M | 1.1% | 2026-Q1 |
| Lloyd Advisory Services, LLC. added | 29,702 | $1M | 1.1% | 2026-Q1 |
| Kingdom Financial Group LLC. trimmed | 29,702 | $1M | 1.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 26,908 | $1M | 1.0% | 2026-Q1 |
| Quest 10 Wealth Builders, Inc. trimmed | 14,480 | $587K | 0.5% | 2026-Q1 |
| Networth Advisors, LLC trimmed | 12,080 | $490K | 0.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 10,828 | $439K | 0.4% | 2026-Q1 |
| Arcadia Wealth Management, LLC trimmed | 9,630 | $391K | 0.4% | 2026-Q1 |
| FMR LLC added | 9,186 | $373K | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC new | 8,388 | $340K | 0.3% | 2026-Q1 |
| Cerity Partners LLC | 8,135 | $330K | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 7,991 | $324K | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 7,358 | $298K | 0.3% | 2026-Q1 |
| SMART Wealth LLC new | 5,796 | $235K | 0.2% | 2026-Q1 |
| Slagle Financial, LLC trimmed | 5,529 | $224K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 5,479 | $222K | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 5,259 | $213K | 0.2% | 2026-Q1 |
| Parallel Advisors, LLC | 5,233 | $212K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 5,092 | $207K | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 3,351 | $136K | 0.1% | 2026-Q1 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 2,157 | $100K | 0.1% | 2026-Q1 |
| GILL CAPITAL PARTNERS, LLC new | 910 | $37K | 0.0% | 2026-Q1 |
| MAI Capital Management | 781 | $32K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 516 | $21K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 429 | $17K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 399 | $16K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc added | 379 | $15K | 0.0% | 2026-Q1 |
| SOA Wealth Advisors, LLC. added | 362 | $15K | 0.0% | 2026-Q1 |
| Ascentis Independent Advisors new | 220 | $9K | 0.0% | 2026-Q1 |
| Strategic Wealth Partners, Ltd. added | 175 | $7K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC | 161 | $7K | 0.0% | 2026-Q1 |
| Sunbelt Securities, Inc. | 151 | $6K | 0.0% | 2026-Q1 |
| Key Capital Management, INC added | 72 | $3K | 0.0% | 2026-Q1 |
| COUNTRY TRUST BANK | 26 | $1K | 0.0% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 11,033 | $444K | 0.4% | 2025-Q4 stale |
| B.O.S.S. Retirement Advisors, LLC new | 5,794 | $222K | 0.2% | 2025-Q4 stale |
| HighTower Advisors, LLC new | 5,494 | $211K | 0.2% | 2025-Q4 stale |
| Kestra Advisory Services, LLC new | 3,507 | $135K | 0.1% | 2025-Q4 stale |
| BANK OF AMERICA CORP /DE/ trimmed | 2,562 | $98K | 0.1% | 2025-Q4 stale |
| UBS Group AG trimmed | 2,509 | $93K | 0.1% | 2025-Q3 stale |
| RAYMOND JAMES FINANCIAL INC new | 2,610 | $86K | 0.1% | 2025-Q2 stale |
| PNC Financial Services Group, Inc. new | 1,761 | $51K | 0.0% | 2025-Q1 stale |
| CIBC Private Wealth Group LLC new | 285 | $11K | 0.0% | 2025-Q4 stale |
| PRINCIPAL SECURITIES, INC. new | 259 | $10K | 0.0% | 2025-Q3 stale |
| OPTIMUM INVESTMENT ADVISORS added | 246 | $9K | 0.0% | 2025-Q3 stale |
| ORG Partners LLC new | 219 | $8K | 0.0% | 2025-Q4 stale |
| COMERICA BANK | 219 | $8K | 0.0% | 2025-Q4 stale |
| ROYAL BANK OF CANADA new | 114 | $4K | 0.0% | 2025-Q4 stale |
| BIRCHBROOK, INC. | 59 | $2K | 0.0% | 2025-Q3 stale |
| Root Financial Partners, LLC new | 1 | $24 | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
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.