Who owns 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-Q2 13F filings (latest filed 2026-08-26). 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
29 tracked funds added or opened AGGH while 11 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, WCG Wealth Advisors LLC, sizes it at 1.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 1.0pp 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 2026-Q1 and 2026-Q2, across 92 tracked filers holding AGGH, 64 increased or opened the position and 40 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 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 8
- Gradient Investments LLC$37M
- Private Advisor Group, LLC$14M
- Copley Financial Group, Inc.$3M
- SteelPeak Wealth, LLC$1M
- GK Wealth Management LLC$905K
- RAYMOND JAMES FINANCIAL INC$873K
Full exits 5
- IFS Group,LLC$3M
- Cetera Investment Advisers$880K
- CITADEL ADVISORS LLC$822K
- FIG FINANCIAL ADVISORY SERVICES INC /ADV$599K
- Legacy Wealth Managment, LLC/ID$543K
Largest adds
- WCG Wealth Advisors LLC$8M
- LPL Financial LLC$7M
- ENVESTNET ASSET MANAGEMENT INC$3M
- PRINCIPAL SECURITIES, INC.$2M
- AE Wealth Management LLC$1M
- OSAIC HOLDINGS, INC.$975K
Largest trims
- NWAM LLC$1M
- WealthPlan Investment Management, LLC$962K
- JANE STREET GROUP, LLC$900K
- Integrated Advisors Network LLC$387K
- Simplify Asset Management Inc.$380K
- Beacon Capital Management, LLC$368K
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 |
|---|---|---|---|---|
| WCG Wealth Advisors LLC added | 2,289,171 | $46M | 11.1% | 2026-Q2 |
| Simplify Asset Management Inc. | 2,109,127 | $43M | 10.2% | 2026-Q2 |
| Gradient Investments LLC new | 1,857,938 | $37M | 9.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,350,119 | $27M | 6.5% | 2026-Q2 |
| Sowell Financial Services LLC added | 1,219,756 | $25M | 5.9% | 2026-Q2 |
| LPL Financial LLC added | 1,143,999 | $23M | 5.5% | 2026-Q2 |
| AE Wealth Management LLC added | 768,253 | $15M | 3.7% | 2026-Q2 |
| Stadion Money Management, LLC added | 696,618 | $14M | 3.4% | 2026-Q2 |
| Private Advisor Group, LLC new | 683,238 | $14M | 3.3% | 2026-Q2 |
| WealthPlan Investment Management, LLC trimmed | 677,311 | $14M | 3.3% | 2026-Q2 |
| Great Diamond Partners, LLC added | 603,638 | $12M | 2.9% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 508,212 | $10M | 2.5% | 2026-Q2 |
| Brookwood Investment Group LLC added | 475,325 | $10M | 2.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 471,438 | $10M | 2.3% | 2026-Q2 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC trimmed | 420,950 | $8M | 2.0% | 2026-Q2 |
| Park Edge Advisors, LLC added | 418,122 | $8M | 2.0% | 2026-Q2 |
| Elevated Capital Advisors, LLC added | 397,811 | $8M | 1.9% | 2026-Q2 |
| Financial Enhancement Group LLC added | 297,216 | $6M | 1.4% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 209,964 | $4M | 1.0% | 2026-Q2 |
| Key Capital Management, INC added | 204,726 | $4M | 1.0% | 2026-Q2 |
| RiverTree Advisors, LLC added | 188,474 | $4M | 0.9% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. added | 163,520 | $3M | 0.8% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 145,374 | $3M | 0.7% | 2026-Q2 |
| HOWARD BAILEY SECURITIES, LLC added | 141,976 | $3M | 0.7% | 2026-Q2 |
| Copley Financial Group, Inc. new | 128,942 | $3M | 0.6% | 2026-Q2 |
| B.O.S.S. Retirement Advisors, LLC added | 122,006 | $2M | 0.6% | 2026-Q2 |
| FSA Advisors, Inc. added | 111,734 | $2M | 0.5% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 111,041 | $2M | 0.5% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 99,982 | $2M | 0.5% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 81,991 | $2M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 74,432 | $2M | 0.4% | 2026-Q2 |
| GeoWealth Management, LLC added | 69,076 | $1M | 0.3% | 2026-Q2 |
| SteelPeak Wealth, LLC new | 67,654 | $1M | 0.3% | 2026-Q2 |
| Authentikos Wealth Advisory, LLC trimmed | 64,829 | $1M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 64,256 | $1M | 0.3% | 2026-Q2 |
| Financial Partners Group, Inc added | 63,310 | $1M | 0.3% | 2026-Q2 |
| Blackston Financial Advisory Group, LLC added | 59,809 | $1M | 0.3% | 2026-Q2 |
| Beacon Capital Management, LLC trimmed | 57,285 | $1M | 0.3% | 2026-Q2 |
| KG Capital Management trimmed | 51,793 | $1M | 0.3% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 50,778 | $1M | 0.2% | 2026-Q2 |
| Networth Advisors, LLC added | 49,280 | $994K | 0.2% | 2026-Q2 |
| WealthPLAN Partners, LLC added | 46,301 | $934K | 0.2% | 2026-Q2 |
| GK Wealth Management LLC trimmed | 44,862 | $905K | 0.2% | 2026-Q2 |
| WINNACLE WEALTH LLC added | 44,805 | $904K | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC new | 43,263 | $873K | 0.2% | 2026-Q2 |
| Greykasell Wealth Strategies, Inc. added | 40,759 | $822K | 0.2% | 2026-Q2 |
| Bay Rivers Group added | 39,011 | $787K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 38,124 | $769K | 0.2% | 2026-Q2 |
| WealthCare Asset Management, LLC added | 36,550 | $737K | 0.2% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 35,599 | $718K | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ new | 30,933 | $624K | 0.1% | 2026-Q2 |
| J HAGAN CAPITAL, INC. trimmed | 30,298 | $611K | 0.1% | 2026-Q2 |
| Retirement Planning Group, LLC added | 29,477 | $595K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 27,700 | $559K | 0.1% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 27,339 | $551K | 0.1% | 2026-Q2 |
| Brown Financial Advisors new | 26,857 | $542K | 0.1% | 2026-Q2 |
| Worth Asset Management, LLC added | 26,086 | $526K | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 24,698 | $498K | 0.1% | 2026-Q2 |
| Balance Wealth Partners LLC trimmed | 23,200 | $468K | 0.1% | 2026-Q2 |
| Lloyd Advisory Services, LLC. added | 23,078 | $465K | 0.1% | 2026-Q2 |
| Cooper Financial Group trimmed | 20,861 | $421K | 0.1% | 2026-Q2 |
| GFS Advisors, LLC new | 1,000 | $416K | 0.1% | 2026-Q2 |
| Aspen Wealth Strategies, LLC added | 20,489 | $413K | 0.1% | 2026-Q2 |
| Mattson Financial Services, LLC new | 19,896 | $400K | 0.1% | 2026-Q2 |
| NWAM LLC trimmed | 19,202 | $387K | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 19,075 | $385K | 0.1% | 2026-Q2 |
| Mach-1 Financial Group, LLC trimmed | 19,070 | $385K | 0.1% | 2026-Q2 |
| Revisor Wealth Management LLC trimmed | 17,702 | $357K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 17,622 | $355K | 0.1% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 17,196 | $347K | 0.1% | 2026-Q2 |
| Andina Capital Management, LLC trimmed | 15,190 | $306K | 0.1% | 2026-Q2 |
| Integrated Advisors Network LLC trimmed | 14,909 | $301K | 0.1% | 2026-Q2 |
| Secure Asset Management, LLC trimmed | 14,696 | $296K | 0.1% | 2026-Q2 |
| Paladin Wealth, LLC new | 14,532 | $293K | 0.1% | 2026-Q2 |
| MATHER GROUP, LLC. new | 14,070 | $284K | 0.1% | 2026-Q2 |
| Decker Retirement Planning Inc. added | 12,598 | $254K | 0.1% | 2026-Q2 |
| Sigma Planning Corp added | 12,461 | $251K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 12,274 | $248K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 8,609 | $174K | 0.0% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC new | 6,775 | $137K | 0.0% | 2026-Q2 |
| POM Investment Strategies, LLC trimmed | 3,814 | $77K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 2,400 | $48K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 1,686 | $34K | 0.0% | 2026-Q2 |
| Buck Wealth Strategies, LLC trimmed | 1,636 | $33K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 1,528 | $31K | 0.0% | 2026-Q2 |
| Strive Financial Group ,LLC trimmed | 1,400 | $28K | 0.0% | 2026-Q2 |
| Montgomery Financial Services LLC new | 1,218 | $25K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ new | 1,164 | $23K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 725 | $15K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 565 | $11K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 519 | $10K | 0.0% | 2026-Q2 |
| Triumph Capital Management | 200 | $4K | 0.0% | 2026-Q2 |
| IFS Group,LLC added | 139,748 | $3M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Encompass More Asset Management added | 137,130 | $3M | 0.7% | 2025-Q4 stale (2 quarters behind) |
| IEQ CAPITAL, LLC | 69,603 | $1M | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Prosperity Wealth Management, Inc. added | 60,397 | $1M | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Ethos Financial Group, LLC added | 161,442 | $3M | 0.8% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. added | 138,554 | $3M | 0.7% | 2025-Q2 stale (4 quarters behind) |
| Optivise Advisory Services LLC added | 136,115 | $3M | 0.7% | 2025-Q2 stale (4 quarters behind) |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC new | 97,642 | $2M | 0.5% | 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.