Who owns AGGY
Which tracked institutional funds hold AGGY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AGGY company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
37 tracked funds added or opened AGGY 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
AGGY’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes AGGY more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AGGY 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 163 tracked filers holding AGGY, 104 increased or opened the position and 62 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 AGGY 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 9
- Prime Capital Investment Advisors, LLC$29M
- JANE STREET GROUP, LLC$3M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$3M
- Independent Advisor Alliance$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- WIN ADVISORS, INC$1M
Full exits 5
- NorthCrest Asset Manangement, LLC$2M
- Independent Wealth Network Inc.$2M
- Corient Private Wealth LLC$1M
- Diversify Advisory Services, LLC$810K
- Global Retirement Partners, LLC$609K
Largest adds
- WealthPlan Investment Management, LLC$11M
- CITADEL ADVISORS LLC$3M
- ENVESTNET ASSET MANAGEMENT INC$2M
- Cetera Investment Advisers$2M
- Prestige Wealth Management Group LLC$2M
- UBS Group AG$2M
Largest trims
- Insight Advisors, LLC/ PA$8M
- HighTower Advisors, LLC$4M
- MERCER GLOBAL ADVISORS INC /ADV$3M
- Trilogy Capital Inc.$2M
- Merit Financial Group, LLC$1M
- AMERIPRISE FINANCIAL INC$1M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 2,380,754 | $103M | 13.4% | 2026-Q1 |
| LPL Financial LLC added | 1,503,200 | $65M | 8.5% | 2026-Q1 |
| CWM, LLC added | 1,286,071 | $56M | 7.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 1,258,475 | $55M | 7.1% | 2026-Q1 |
| Prestige Wealth Management Group LLC added | 686,094 | $30M | 3.9% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 675,916 | $29M | 3.8% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 627,024 | $27M | 3.5% | 2026-Q1 |
| Savant Capital, LLC trimmed | 587,789 | $26M | 3.3% | 2026-Q1 |
| UBS Group AG added | 584,935 | $25M | 3.3% | 2026-Q1 |
| WealthPlan Investment Management, LLC added | 507,625 | $22M | 2.9% | 2026-Q1 |
| Private Advisor Group, LLC added | 431,859 | $19M | 2.4% | 2026-Q1 |
| FIRST FOUNDATION ADVISORS added | 320,599 | $14M | 1.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 283,335 | $12M | 1.6% | 2026-Q1 |
| CITIZENS FINANCIAL GROUP INC/RI added | 267,413 | $12M | 1.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 264,791 | $12M | 1.5% | 2026-Q1 |
| Grey Ledge Advisors, LLC added | 264,850 | $12M | 1.5% | 2026-Q1 |
| MORGAN STANLEY added | 264,328 | $11M | 1.5% | 2026-Q1 |
| Atria Investments, Inc added | 263,486 | $11M | 1.5% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 258,041 | $11M | 1.5% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 251,297 | $11M | 1.4% | 2026-Q1 |
| Cetera Investment Advisers added | 209,397 | $9M | 1.2% | 2026-Q1 |
| Broussard Financial Group LLC added | 183,633 | $8M | 1.0% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 158,989 | $7M | 0.9% | 2026-Q1 |
| RFG Advisory, LLC added | 151,712 | $7M | 0.9% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 135,553 | $6M | 0.8% | 2026-Q1 |
| Mariner, LLC trimmed | 129,028 | $6M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 119,723 | $5M | 0.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 116,039 | $5M | 0.7% | 2026-Q1 |
| Oxinas Partners, LLC added | 111,192 | $5M | 0.6% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 108,032 | $5M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 107,764 | $5M | 0.6% | 2026-Q1 |
| NBC SECURITIES, INC. added | 106,787 | $5M | 0.6% | 2026-Q1 |
| OPTIMA CAPITAL LLC added | 101,290 | $4M | 0.6% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 98,998 | $4M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 82,619 | $4M | 0.5% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 80,567 | $4M | 0.5% | 2026-Q1 |
| Freedom Investment Management, Inc. added | 73,841 | $3M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 69,873 | $3M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 68,192 | $3M | 0.4% | 2026-Q1 |
| Sharper & Granite LLC added | 67,572 | $3M | 0.4% | 2026-Q1 |
| Ascentis Independent Advisors added | 67,064 | $3M | 0.4% | 2026-Q1 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC trimmed | 63,859 | $3M | 0.4% | 2026-Q1 |
| WealthPoint Financial, LLC | 61,227 | $3M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 59,220 | $3M | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 55,864 | $2M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 54,210 | $2M | 0.3% | 2026-Q1 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 51,439 | $2M | 0.3% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 47,701 | $2M | 0.3% | 2026-Q1 |
| AE Wealth Management LLC added | 46,934 | $2M | 0.3% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 43,577 | $2M | 0.2% | 2026-Q1 |
| Trilogy Capital Inc. trimmed | 42,070 | $2M | 0.2% | 2026-Q1 |
| Golden State Wealth Management, LLC trimmed | 41,581 | $2M | 0.2% | 2026-Q1 |
| JT Stratford LLC added | 38,006 | $2M | 0.2% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 34,393 | $1M | 0.2% | 2026-Q1 |
| Betterment LLC trimmed | 33,850 | $1M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 33,799 | $1M | 0.2% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 30,231 | $1M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 29,804 | $1M | 0.2% | 2026-Q1 |
| Bison Wealth, LLC trimmed | 28,018 | $1M | 0.2% | 2026-Q1 |
| Symphony Financial, Ltd. Co. trimmed | 26,195 | $1M | 0.1% | 2026-Q1 |
| David Kennon Inc | 25,614 | $1M | 0.1% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. added | 25,415 | $1M | 0.1% | 2026-Q1 |
| Empirical Asset Management, LLC added | 25,105 | $1M | 0.1% | 2026-Q1 |
| Insight Advisors, LLC/ PA trimmed | 23,508 | $1M | 0.1% | 2026-Q1 |
| WIN ADVISORS, INC added | 23,305 | $1M | 0.1% | 2026-Q1 |
| HOWARD BAILEY SECURITIES, LLC trimmed | 23,280 | $1M | 0.1% | 2026-Q1 |
| JAMES INVESTMENT RESEARCH, INC. added | 23,175 | $1M | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 22,314 | $962K | 0.1% | 2026-Q1 |
| WEBSTER BANK, N. A. added | 20,628 | $896K | 0.1% | 2026-Q1 |
| Winch Advisory Services, LLC added | 20,162 | $876K | 0.1% | 2026-Q1 |
| Barnes Wealth Management Group, Inc added | 19,967 | $868K | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC added | 19,877 | $864K | 0.1% | 2026-Q1 |
| Goldstone Financial Group, LLC trimmed | 19,622 | $853K | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp added | 18,839 | $819K | 0.1% | 2026-Q1 |
| WealthPLAN Partners, LLC added | 18,349 | $797K | 0.1% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 18,271 | $793K | 0.1% | 2026-Q1 |
| EJMK Ventures LLC added | 17,910 | $778K | 0.1% | 2026-Q1 |
| Trinity Wealth Management, LLC added | 17,827 | $775K | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 17,132 | $744K | 0.1% | 2026-Q1 |
| Creative Planning added | 17,116 | $744K | 0.1% | 2026-Q1 |
| Summit Financial, LLC trimmed | 16,234 | $705K | 0.1% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC trimmed | 15,176 | $659K | 0.1% | 2026-Q1 |
| Avestar Capital, LLC new | 14,930 | $649K | 0.1% | 2026-Q1 |
| BEACON FINANCIAL GROUP added | 14,878 | $646K | 0.1% | 2026-Q1 |
| Pinnacle Financial Group, LLC / IL trimmed | 14,050 | $610K | 0.1% | 2026-Q1 |
| McNamara Financial Services, Inc. added | 13,160 | $572K | 0.1% | 2026-Q1 |
| PSI Advisors, LLC added | 12,808 | $557K | 0.1% | 2026-Q1 |
| Capstone Financial Advisors, Inc. trimmed | 12,783 | $555K | 0.1% | 2026-Q1 |
| NewSquare Capital LLC added | 12,750 | $554K | 0.1% | 2026-Q1 |
| SimpliFi, Inc. added | 439,659 | $19M | 2.5% | 2025-Q2 stale |
| INVENIO WEALTH PARTNERS LLC trimmed | 255,249 | $11M | 1.4% | 2025-Q1 stale |
| Defined Financial Planning LLC added | 152,014 | $7M | 0.9% | 2025-Q3 stale |
| NorthCrest Asset Manangement, LLC added | 53,354 | $2M | 0.3% | 2025-Q4 stale |
| Independent Wealth Network Inc. added | 34,840 | $2M | 0.2% | 2025-Q4 stale |
| Corient Private Wealth LLC trimmed | 31,612 | $1M | 0.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 28,317 | $1M | 0.2% | 2025-Q2 stale |
| My Legacy Advisors, LLC trimmed | 18,948 | $823K | 0.1% | 2025-Q2 stale |
| Diversify Advisory Services, LLC trimmed | 18,350 | $810K | 0.1% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 13,832 | $609K | 0.1% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. added | 12,503 | $546K | 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.