Who owns AGGA
Which tracked institutional funds hold AGGA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AGGA company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
The tracked-fund tape on AGGA is one-sided between 2026-Q1 and 2026-Q2: 6 added or opened and 1 trimmed or exited — on balance accumulating.
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
AGGA’s largest tracked holder by dollar value, Astoria Portfolio Advisors LLC., sizes it at 7.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 7.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AGGA 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 2026-Q1 and 2026-Q2, across 19 tracked filers holding AGGA, 16 increased or opened the position and 3 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 AGGA between the 2026-Q1 and 2026-Q2 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
- PUFF WEALTH MANAGEMENT, LLC$7M
Full exits 1
- Cambridge Investment Research Advisors, Inc.$693K
Largest adds
- Astoria Portfolio Advisors LLC.$9M
- Hobbs Group Advisors, LLC$2M
- Sound Income Strategies, LLC$2M
- Ashton Thomas Private Wealth, LLC$474K
- Latitude Advisors, LLC$465K
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 |
|---|---|---|---|---|
| Astoria Portfolio Advisors LLC. added | 1,679,663 | $42M | 41.0% | 2026-Q2 |
| Hobbs Group Advisors, LLC added | 839,138 | $21M | 20.5% | 2026-Q2 |
| PUFF WEALTH MANAGEMENT, LLC added | 275,328 | $7M | 6.7% | 2026-Q2 |
| Oregon Pacific Wealth Management, LLC trimmed | 267,164 | $7M | 6.5% | 2026-Q2 |
| Vermillion & White Wealth Management Group, LLC added | 260,026 | $7M | 6.4% | 2026-Q2 |
| Park Edge Advisors, LLC added | 174,786 | $4M | 4.3% | 2026-Q2 |
| SILVERLAKE WEALTH MANAGEMENT LLC added | 91,091 | $2M | 2.2% | 2026-Q2 |
| Latitude Advisors, LLC added | 80,997 | $2M | 2.0% | 2026-Q2 |
| Sound Income Strategies, LLC added | 72,504 | $2M | 1.8% | 2026-Q2 |
| World Investment Advisors | 55,917 | $1M | 1.4% | 2026-Q2 |
| GeoWealth Management, LLC added | 53,693 | $1M | 1.3% | 2026-Q2 |
| BLUEDOOR PRIVATE WEALTH, LLC | 51,114 | $1M | 1.2% | 2026-Q2 |
| MIRAE ASSET SECURITIES (USA) INC. added | 24,229 | $609K | 0.6% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 19,588 | $492K | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 15,104 | $380K | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 15,104 | $380K | 0.4% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC added | 14,182 | $356K | 0.3% | 2026-Q2 |
| WealthTrak Capital Management LLC added | 10,838 | $272K | 0.3% | 2026-Q2 |
| 4WEALTH ADVISORS, INC. new | 8,525 | $215K | 0.2% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. new | 27,559 | $693K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| BlackDiamond Wealth Management, LLC trimmed | 13,387 | $336K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| AMERIPRISE FINANCIAL INC new | 11,761 | $297K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Sensible Financial Planning & Management, LLC. new | 29,407 | $742K | 0.7% | 2025-Q2 stale (4 quarters behind) |
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.