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-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
27 tracked funds added or opened AGGY while 23 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
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 2026-Q1 and 2026-Q2, across 167 tracked filers holding AGGY, 94 increased or opened the position and 76 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 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
- FIDUCIARY FINANCIAL ADVISORS$10M
- GOLDMAN SACHS GROUP INC$3M
- Heck Capital Advisors, LLC$2M
- W.H. Cornerstone Investments Inc.$1M
- Corient Private Wealth LP$1M
- Diversify Advisory Services, LLC$786K
Full exits 7
- CWM, LLC$56M
- HighTower Advisors, LLC$27M
- Ascentis Independent Advisors$3M
- Independent Advisor Alliance$1M
- Betterment LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
Largest adds
- BANK OF AMERICA CORP /DE/$72M
- Savant Capital, LLC$24M
- MORGAN STANLEY$7M
- Prime Capital Investment Advisors, LLC$5M
- RAYMOND JAMES FINANCIAL INC$4M
- MERCER GLOBAL ADVISORS INC /ADV$3M
Largest trims
- Private Advisor Group, LLC$13M
- Merit Financial Group, LLC$4M
- Mariner, LLC$3M
- Atria Investments, Inc$3M
- CITADEL ADVISORS LLC$2M
- JANE STREET GROUP, LLC$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 4,044,512 | $176M | 23.4% | 2026-Q2 |
| LPL Financial LLC trimmed | 1,475,433 | $64M | 8.5% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 1,334,752 | $58M | 7.7% | 2026-Q2 |
| Savant Capital, LLC added | 1,138,628 | $49M | 6.6% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 779,212 | $34M | 4.5% | 2026-Q2 |
| Prestige Wealth Management Group LLC trimmed | 674,986 | $29M | 3.9% | 2026-Q2 |
| UBS Group AG added | 629,921 | $27M | 3.6% | 2026-Q2 |
| WealthPlan Investment Management, LLC trimmed | 487,680 | $21M | 2.8% | 2026-Q2 |
| MORGAN STANLEY added | 416,811 | $18M | 2.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 374,726 | $16M | 2.2% | 2026-Q2 |
| FIRST FOUNDATION ADVISORS added | 329,835 | $14M | 1.9% | 2026-Q2 |
| Grey Ledge Advisors, LLC added | 282,749 | $12M | 1.6% | 2026-Q2 |
| CITIZENS FINANCIAL GROUP INC/RI added | 271,805 | $12M | 1.6% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 268,095 | $12M | 1.5% | 2026-Q2 |
| Smartleaf Asset Management LLC | 251,297 | $11M | 1.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 246,679 | $11M | 1.4% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 224,614 | $10M | 1.3% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 207,623 | $9M | 1.2% | 2026-Q2 |
| Atria Investments, Inc trimmed | 200,155 | $9M | 1.2% | 2026-Q2 |
| Broussard Financial Group LLC trimmed | 179,767 | $8M | 1.0% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. | 158,989 | $7M | 0.9% | 2026-Q2 |
| RFG Advisory, LLC added | 154,207 | $7M | 0.9% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 142,257 | $6M | 0.8% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 141,479 | $6M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 136,717 | $6M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 123,312 | $5M | 0.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 118,986 | $5M | 0.7% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 113,538 | $5M | 0.7% | 2026-Q2 |
| Oxinas Partners, LLC added | 112,861 | $5M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 107,327 | $5M | 0.6% | 2026-Q2 |
| OPTIMA CAPITAL LLC added | 103,998 | $5M | 0.6% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 82,217 | $4M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 80,302 | $3M | 0.5% | 2026-Q2 |
| Freedom Investment Management, Inc. added | 74,496 | $3M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 73,837 | $3M | 0.4% | 2026-Q2 |
| Sharper & Granite LLC added | 71,391 | $3M | 0.4% | 2026-Q2 |
| WealthPoint Financial, LLC added | 67,808 | $3M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 66,743 | $3M | 0.4% | 2026-Q2 |
| Mariner, LLC trimmed | 65,630 | $3M | 0.4% | 2026-Q2 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC added | 63,927 | $3M | 0.4% | 2026-Q2 |
| Main Street Financial Solutions, LLC trimmed | 62,597 | $3M | 0.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 59,220 | $3M | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 57,002 | $2M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 55,158 | $2M | 0.3% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 51,718 | $2M | 0.3% | 2026-Q2 |
| AE Wealth Management LLC added | 50,703 | $2M | 0.3% | 2026-Q2 |
| Heck Capital Advisors, LLC new | 48,109 | $2M | 0.3% | 2026-Q2 |
| Golden State Wealth Management, LLC added | 43,792 | $2M | 0.3% | 2026-Q2 |
| Trilogy Capital Inc. added | 43,232 | $2M | 0.2% | 2026-Q2 |
| JT Stratford LLC added | 42,730 | $2M | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 35,680 | $2M | 0.2% | 2026-Q2 |
| W.H. Cornerstone Investments Inc. new | 31,017 | $1M | 0.2% | 2026-Q2 |
| WealthPLAN Partners, LLC added | 30,997 | $1M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 29,965 | $1M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC added | 29,466 | $1M | 0.2% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 28,863 | $1M | 0.2% | 2026-Q2 |
| JAMES INVESTMENT RESEARCH, INC. added | 28,203 | $1M | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 28,195 | $1M | 0.2% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 27,661 | $1M | 0.2% | 2026-Q2 |
| Empirical Asset Management, LLC added | 26,589 | $1M | 0.2% | 2026-Q2 |
| Bison Wealth, LLC trimmed | 25,506 | $1M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 25,018 | $1M | 0.1% | 2026-Q2 |
| David Kennon Inc trimmed | 24,427 | $1M | 0.1% | 2026-Q2 |
| WIN ADVISORS, INC added | 23,903 | $1M | 0.1% | 2026-Q2 |
| Winch Advisory Services, LLC added | 22,542 | $980K | 0.1% | 2026-Q2 |
| Symphony Financial, Ltd. Co. trimmed | 21,555 | $942K | 0.1% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 21,061 | $916K | 0.1% | 2026-Q2 |
| WEBSTER BANK, N. A. | 20,628 | $897K | 0.1% | 2026-Q2 |
| Goldstone Financial Group, LLC added | 19,900 | $865K | 0.1% | 2026-Q2 |
| HOWARD BAILEY SECURITIES, LLC trimmed | 19,587 | $852K | 0.1% | 2026-Q2 |
| Diversify Advisory Services, LLC trimmed | 18,326 | $786K | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 18,326 | $786K | 0.1% | 2026-Q2 |
| Insight Advisors, LLC/ PA trimmed | 17,536 | $762K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 17,225 | $749K | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 17,025 | $740K | 0.1% | 2026-Q2 |
| Trinity Wealth Management, LLC trimmed | 16,552 | $720K | 0.1% | 2026-Q2 |
| BEACON FINANCIAL GROUP added | 15,784 | $686K | 0.1% | 2026-Q2 |
| Summit Financial, LLC trimmed | 15,329 | $667K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 15,219 | $662K | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC trimmed | 14,727 | $640K | 0.1% | 2026-Q2 |
| Pinnacle Financial Group, LLC / IL added | 14,317 | $623K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 13,926 | $605K | 0.1% | 2026-Q2 |
| Barnes Wealth Management Group, Inc trimmed | 13,878 | $603K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 13,836 | $602K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 13,367 | $581K | 0.1% | 2026-Q2 |
| McNamara Financial Services, Inc. trimmed | 13,021 | $566K | 0.1% | 2026-Q2 |
| NewSquare Capital LLC added | 12,945 | $563K | 0.1% | 2026-Q2 |
| Capstone Financial Advisors, Inc. added | 12,925 | $562K | 0.1% | 2026-Q2 |
| EJMK Ventures LLC trimmed | 12,592 | $548K | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 12,572 | $547K | 0.1% | 2026-Q2 |
| Worth Asset Management, LLC added | 12,231 | $532K | 0.1% | 2026-Q2 |
| Gallagher Fiduciary Advisors, LLC added | 11,914 | $518K | 0.1% | 2026-Q2 |
| Beacon Financial Advisory LLC trimmed | 11,831 | $514K | 0.1% | 2026-Q2 |
| TWIN CAPITAL MANAGEMENT INC new | 11,536 | $502K | 0.1% | 2026-Q2 |
| Hopwood Nicholas Hunter added | 11,259 | $490K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors added | 11,034 | $480K | 0.1% | 2026-Q2 |
| Lionshead Wealth Management, LLC trimmed | 10,753 | $468K | 0.1% | 2026-Q2 |
| PSI Advisors, LLC trimmed | 10,081 | $438K | 0.1% | 2026-Q2 |
| Avestar Capital, LLC trimmed | 9,628 | $419K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 9,622 | $418K | 0.1% | 2026-Q2 |
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.