Who owns AGGH (AGGH)
Which tracked institutional funds hold AGGH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AGGH company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
24 tracked funds added or opened AGGH while 16 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
AGGH’s largest tracked holder by dollar value, Simplify Asset Management Inc., sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AGGH 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 89 tracked filers holding AGGH, 62 increased or opened the position and 33 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 AGGH 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 7
- WCG Wealth Advisors LLC$38M
- Sowell Financial Services LLC$24M
- RiverTree Advisors, LLC$3M
- IFS Group,LLC$3M
- JANE STREET GROUP, LLC$2M
- GeoWealth Management, LLC$1M
Full exits 6
- Encompass More Asset Management$3M
- IEQ CAPITAL, LLC$1M
- Prosperity Wealth Management, Inc.$1M
- OLD MISSION CAPITAL LLC$1M
- GK Wealth Management LLC$984K
- Thrivent Financial for Lutherans$517K
Largest adds
- WealthPlan Investment Management, LLC$9M
- Brookwood Investment Group LLC$9M
- LPL Financial LLC$8M
- PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$6M
- Simplify Asset Management Inc.$4M
- PRINCIPAL SECURITIES, INC.$4M
Largest trims
- POM Investment Strategies, LLC$5M
- OSAIC HOLDINGS, INC.$4M
- AE Wealth Management LLC$2M
- J HAGAN CAPITAL, INC.$1M
- Beacon Capital Management, LLC$763K
- Financial Enhancement Group LLC$423K
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 |
|---|---|---|---|---|
| Simplify Asset Management Inc. added | 2,109,127 | $43M | 12.3% | 2026-Q1 |
| WCG Wealth Advisors LLC new | 1,867,814 | $38M | 10.9% | 2026-Q1 |
| Sowell Financial Services LLC new | 1,198,667 | $24M | 7.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,196,695 | $24M | 7.0% | 2026-Q1 |
| LPL Financial LLC added | 807,669 | $16M | 4.7% | 2026-Q1 |
| WealthPlan Investment Management, LLC added | 718,613 | $15M | 4.2% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 703,684 | $14M | 4.1% | 2026-Q1 |
| Stadion Money Management, LLC added | 687,642 | $14M | 4.0% | 2026-Q1 |
| Great Diamond Partners, LLC added | 569,038 | $12M | 3.3% | 2026-Q1 |
| Brookwood Investment Group LLC added | 468,796 | $10M | 2.7% | 2026-Q1 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 423,120 | $9M | 2.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 419,351 | $9M | 2.4% | 2026-Q1 |
| Park Edge Advisors, LLC added | 410,019 | $8M | 2.4% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 405,197 | $8M | 2.4% | 2026-Q1 |
| Elevated Capital Advisors, LLC added | 351,530 | $7M | 2.1% | 2026-Q1 |
| Financial Enhancement Group LLC trimmed | 284,674 | $6M | 1.7% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 191,098 | $4M | 1.1% | 2026-Q1 |
| Key Capital Management, INC added | 186,376 | $4M | 1.1% | 2026-Q1 |
| RiverTree Advisors, LLC new | 156,859 | $3M | 0.9% | 2026-Q1 |
| IFS Group,LLC added | 139,748 | $3M | 0.8% | 2026-Q1 |
| HOWARD BAILEY SECURITIES, LLC added | 139,538 | $3M | 0.8% | 2026-Q1 |
| EVOLUTION WEALTH MANAGEMENT INC. added | 136,124 | $3M | 0.8% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 134,159 | $3M | 0.8% | 2026-Q1 |
| B.O.S.S. Retirement Advisors, LLC added | 112,296 | $2M | 0.7% | 2026-Q1 |
| FSA Advisors, Inc. added | 97,369 | $2M | 0.6% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 89,329 | $2M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 82,028 | $2M | 0.5% | 2026-Q1 |
| Beacon Capital Management, LLC trimmed | 74,857 | $2M | 0.4% | 2026-Q1 |
| NWAM LLC trimmed | 69,683 | $1M | 0.4% | 2026-Q1 |
| Authentikos Wealth Advisory, LLC trimmed | 66,949 | $1M | 0.4% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 66,640 | $1M | 0.4% | 2026-Q1 |
| GeoWealth Management, LLC new | 64,003 | $1M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 59,109 | $1M | 0.3% | 2026-Q1 |
| NBC SECURITIES, INC. added | 58,513 | $1M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 55,704 | $1M | 0.3% | 2026-Q1 |
| Blackston Financial Advisory Group, LLC added | 54,768 | $1M | 0.3% | 2026-Q1 |
| Financial Partners Group, Inc added | 54,307 | $1M | 0.3% | 2026-Q1 |
| Advisory Services Network, LLC added | 54,251 | $1M | 0.3% | 2026-Q1 |
| KG Capital Management added | 54,222 | $1M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 43,255 | $880K | 0.3% | 2026-Q1 |
| Networth Advisors, LLC added | 41,992 | $855K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 40,410 | $822K | 0.2% | 2026-Q1 |
| Greykasell Wealth Strategies, Inc. added | 40,043 | $815K | 0.2% | 2026-Q1 |
| IHT Wealth Management, LLC added | 35,966 | $732K | 0.2% | 2026-Q1 |
| Bay Rivers Group added | 35,922 | $731K | 0.2% | 2026-Q1 |
| Integrated Advisors Network LLC trimmed | 33,790 | $688K | 0.2% | 2026-Q1 |
| J HAGAN CAPITAL, INC. trimmed | 30,737 | $625K | 0.2% | 2026-Q1 |
| Legacy Wealth Managment, LLC/ID added | 26,692 | $543K | 0.2% | 2026-Q1 |
| WealthPLAN Partners, LLC added | 26,425 | $538K | 0.2% | 2026-Q1 |
| WINNOW WEALTH LLC added | 25,922 | $528K | 0.2% | 2026-Q1 |
| Worth Asset Management, LLC added | 25,813 | $525K | 0.2% | 2026-Q1 |
| Balance Wealth, LLC trimmed | 23,382 | $476K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 23,192 | $472K | 0.1% | 2026-Q1 |
| Mach-1 Financial Group, LLC trimmed | 22,045 | $449K | 0.1% | 2026-Q1 |
| Cooper Financial Group | 21,805 | $444K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 21,199 | $432K | 0.1% | 2026-Q1 |
| Aspen Wealth Strategies, LLC added | 20,313 | $413K | 0.1% | 2026-Q1 |
| Revisor Wealth Management LLC added | 18,968 | $386K | 0.1% | 2026-Q1 |
| WealthCare Asset Management, LLC new | 18,004 | $366K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 17,625 | $359K | 0.1% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC | 17,200 | $350K | 0.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC new | 16,220 | $330K | 0.1% | 2026-Q1 |
| Andina Capital Management, LLC trimmed | 15,853 | $323K | 0.1% | 2026-Q1 |
| Foundations Investment Advisors, LLC trimmed | 15,405 | $313K | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 15,282 | $311K | 0.1% | 2026-Q1 |
| Secure Asset Management, LLC new | 14,770 | $301K | 0.1% | 2026-Q1 |
| Independent Advisor Alliance new | 14,081 | $287K | 0.1% | 2026-Q1 |
| Fifth Third Securities, Inc. new | 13,976 | $284K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 13,145 | $268K | 0.1% | 2026-Q1 |
| Decker Retirement Planning Inc. trimmed | 12,207 | $248K | 0.1% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. new | 11,800 | $240K | 0.1% | 2026-Q1 |
| Retirement Planning Group, LLC new | 11,634 | $237K | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors added | 10,449 | $213K | 0.1% | 2026-Q1 |
| Sigma Planning Corp added | 10,145 | $206K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 10,025 | $204K | 0.1% | 2026-Q1 |
| Buck Wealth Strategies, LLC added | 313,444 | $6M | 1.9% | 2025-Q2 stale |
| Ethos Financial Group, LLC added | 161,442 | $3M | 1.0% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 138,554 | $3M | 0.8% | 2025-Q2 stale |
| Encompass More Asset Management added | 137,130 | $3M | 0.8% | 2025-Q4 stale |
| Optivise Advisory Services LLC added | 136,115 | $3M | 0.8% | 2025-Q2 stale |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC new | 97,642 | $2M | 0.6% | 2025-Q2 stale |
| IEQ CAPITAL, LLC | 69,603 | $1M | 0.4% | 2025-Q4 stale |
| Prosperity Wealth Management, Inc. added | 60,397 | $1M | 0.4% | 2025-Q4 stale |
| TOWNSQUARE CAPITAL LLC trimmed | 52,242 | $1M | 0.3% | 2025-Q1 stale |
| OLD MISSION CAPITAL LLC added | 51,130 | $1M | 0.3% | 2025-Q4 stale |
| GK Wealth Management LLC trimmed | 47,551 | $984K | 0.3% | 2025-Q4 stale |
| Legacy Investment Solutions, LLC trimmed | 27,091 | $559K | 0.2% | 2025-Q2 stale |
| Thrivent Financial for Lutherans trimmed | 24,985 | $517K | 0.1% | 2025-Q4 stale |
| L2 Asset Management, LLC new | 24,366 | $503K | 0.1% | 2025-Q2 stale |
| Magnolia Private Wealth, LLC | 17,400 | $360K | 0.1% | 2025-Q4 stale |
| Janney Montgomery Scott LLC added | 17,450 | $360K | 0.1% | 2025-Q2 stale |
| Lloyd Advisory Services, LLC. new | 16,233 | $336K | 0.1% | 2025-Q4 stale |
| Wealthcare Advisory Partners LLC new | 15,008 | $310K | 0.1% | 2025-Q2 stale |
| TWO SIGMA SECURITIES, LLC new | 12,702 | $263K | 0.1% | 2025-Q3 stale |
| HRT FINANCIAL LP trimmed | 12,450 | $257K | 0.1% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC new | 12,194 | $253K | 0.1% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. added | 12,150 | $251K | 0.1% | 2025-Q2 stale |
| Fiduciary Alliance LLC | 12,049 | $249K | 0.1% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 11,279 | $233K | 0.1% | 2025-Q4 stale |
| NAPA WEALTH MANAGEMENT trimmed | 10,137 | $209K | 0.1% | 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.