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Institutional Ownership · SEC Form 13F

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.

89
Institutional holders
15,656,176
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
Simplify Asset Management Inc. added2,109,127$43M12.3%2026-Q1
WCG Wealth Advisors LLC new1,867,814$38M10.9%2026-Q1
Sowell Financial Services LLC new1,198,667$24M7.0%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added1,196,695$24M7.0%2026-Q1
LPL Financial LLC added807,669$16M4.7%2026-Q1
WealthPlan Investment Management, LLC added718,613$15M4.2%2026-Q1
AE Wealth Management LLC trimmed703,684$14M4.1%2026-Q1
Stadion Money Management, LLC added687,642$14M4.0%2026-Q1
Great Diamond Partners, LLC added569,038$12M3.3%2026-Q1
Brookwood Investment Group LLC added468,796$10M2.7%2026-Q1
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added423,120$9M2.5%2026-Q1
OSAIC HOLDINGS, INC. trimmed419,351$9M2.4%2026-Q1
Park Edge Advisors, LLC added410,019$8M2.4%2026-Q1
PRINCIPAL SECURITIES, INC. added405,197$8M2.4%2026-Q1
Elevated Capital Advisors, LLC added351,530$7M2.1%2026-Q1
Financial Enhancement Group LLC trimmed284,674$6M1.7%2026-Q1
Envestnet Portfolio Solutions, Inc. added191,098$4M1.1%2026-Q1
Key Capital Management, INC added186,376$4M1.1%2026-Q1
RiverTree Advisors, LLC new156,859$3M0.9%2026-Q1
IFS Group,LLC added139,748$3M0.8%2026-Q1
HOWARD BAILEY SECURITIES, LLC added139,538$3M0.8%2026-Q1
EVOLUTION WEALTH MANAGEMENT INC. added136,124$3M0.8%2026-Q1
Orion Porfolio Solutions, LLC added134,159$3M0.8%2026-Q1
B.O.S.S. Retirement Advisors, LLC added112,296$2M0.7%2026-Q1
FSA Advisors, Inc. added97,369$2M0.6%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC added89,329$2M0.5%2026-Q1
JANE STREET GROUP, LLC added82,028$2M0.5%2026-Q1
Beacon Capital Management, LLC trimmed74,857$2M0.4%2026-Q1
NWAM LLC trimmed69,683$1M0.4%2026-Q1
Authentikos Wealth Advisory, LLC trimmed66,949$1M0.4%2026-Q1
CreativeOne Wealth, LLC trimmed66,640$1M0.4%2026-Q1
GeoWealth Management, LLC new64,003$1M0.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added59,109$1M0.3%2026-Q1
NBC SECURITIES, INC. added58,513$1M0.3%2026-Q1
Sanctuary Advisors, LLC added55,704$1M0.3%2026-Q1
Blackston Financial Advisory Group, LLC added54,768$1M0.3%2026-Q1
Financial Partners Group, Inc added54,307$1M0.3%2026-Q1
Advisory Services Network, LLC added54,251$1M0.3%2026-Q1
KG Capital Management added54,222$1M0.3%2026-Q1
Cetera Investment Advisers trimmed43,255$880K0.3%2026-Q1
Networth Advisors, LLC added41,992$855K0.2%2026-Q1
CITADEL ADVISORS LLC added40,410$822K0.2%2026-Q1
Greykasell Wealth Strategies, Inc. added40,043$815K0.2%2026-Q1
IHT Wealth Management, LLC added35,966$732K0.2%2026-Q1
Bay Rivers Group added35,922$731K0.2%2026-Q1
Integrated Advisors Network LLC trimmed33,790$688K0.2%2026-Q1
J HAGAN CAPITAL, INC. trimmed30,737$625K0.2%2026-Q1
Legacy Wealth Managment, LLC/ID added26,692$543K0.2%2026-Q1
WealthPLAN Partners, LLC added26,425$538K0.2%2026-Q1
WINNOW WEALTH LLC added25,922$528K0.2%2026-Q1
Worth Asset Management, LLC added25,813$525K0.2%2026-Q1
Balance Wealth, LLC trimmed23,382$476K0.1%2026-Q1
MML INVESTORS SERVICES, LLC added23,192$472K0.1%2026-Q1
Mach-1 Financial Group, LLC trimmed22,045$449K0.1%2026-Q1
Cooper Financial Group21,805$444K0.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new21,199$432K0.1%2026-Q1
Aspen Wealth Strategies, LLC added20,313$413K0.1%2026-Q1
Revisor Wealth Management LLC added18,968$386K0.1%2026-Q1
WealthCare Asset Management, LLC new18,004$366K0.1%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed17,625$359K0.1%2026-Q1
Prime Capital Investment Advisors, LLC17,200$350K0.1%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC new16,220$330K0.1%2026-Q1
Andina Capital Management, LLC trimmed15,853$323K0.1%2026-Q1
Foundations Investment Advisors, LLC trimmed15,405$313K0.1%2026-Q1
PARK AVENUE SECURITIES LLC trimmed15,282$311K0.1%2026-Q1
Secure Asset Management, LLC new14,770$301K0.1%2026-Q1
Independent Advisor Alliance new14,081$287K0.1%2026-Q1
Fifth Third Securities, Inc. new13,976$284K0.1%2026-Q1
ROYAL BANK OF CANADA added13,145$268K0.1%2026-Q1
Decker Retirement Planning Inc. trimmed12,207$248K0.1%2026-Q1
CENTAURUS FINANCIAL, INC. new11,800$240K0.1%2026-Q1
Retirement Planning Group, LLC new11,634$237K0.1%2026-Q1
Arkadios Wealth Advisors added10,449$213K0.1%2026-Q1
Sigma Planning Corp added10,145$206K0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed10,025$204K0.1%2026-Q1
Buck Wealth Strategies, LLC added313,444$6M1.9%2025-Q2 stale
Ethos Financial Group, LLC added161,442$3M1.0%2025-Q2 stale
AVANTAX ADVISORY SERVICES, INC. added138,554$3M0.8%2025-Q2 stale
Encompass More Asset Management added137,130$3M0.8%2025-Q4 stale
Optivise Advisory Services LLC added136,115$3M0.8%2025-Q2 stale
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC new97,642$2M0.6%2025-Q2 stale
IEQ CAPITAL, LLC69,603$1M0.4%2025-Q4 stale
Prosperity Wealth Management, Inc. added60,397$1M0.4%2025-Q4 stale
TOWNSQUARE CAPITAL LLC trimmed52,242$1M0.3%2025-Q1 stale
OLD MISSION CAPITAL LLC added51,130$1M0.3%2025-Q4 stale
GK Wealth Management LLC trimmed47,551$984K0.3%2025-Q4 stale
Legacy Investment Solutions, LLC trimmed27,091$559K0.2%2025-Q2 stale
Thrivent Financial for Lutherans trimmed24,985$517K0.1%2025-Q4 stale
L2 Asset Management, LLC new24,366$503K0.1%2025-Q2 stale
Magnolia Private Wealth, LLC17,400$360K0.1%2025-Q4 stale
Janney Montgomery Scott LLC added17,450$360K0.1%2025-Q2 stale
Lloyd Advisory Services, LLC. new16,233$336K0.1%2025-Q4 stale
Wealthcare Advisory Partners LLC new15,008$310K0.1%2025-Q2 stale
TWO SIGMA SECURITIES, LLC new12,702$263K0.1%2025-Q3 stale
HRT FINANCIAL LP trimmed12,450$257K0.1%2025-Q4 stale
GOLDMAN SACHS GROUP INC new12,194$253K0.1%2025-Q3 stale
Atria Wealth Solutions, Inc. added12,150$251K0.1%2025-Q2 stale
Fiduciary Alliance LLC12,049$249K0.1%2025-Q2 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed11,279$233K0.1%2025-Q4 stale
NAPA WEALTH MANAGEMENT trimmed10,137$209K0.1%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.

HoldersTotal shares

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.

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