Who owns AGOX
Which tracked institutional funds hold AGOX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AGOX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
The tracked-fund tape on AGOX is one-sided between 2026-Q1 and 2026-Q2: 20 added or opened and 4 trimmed or exited — on balance accumulating.
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
AGOX’s largest tracked holder by dollar value, Berman McAleer LLC, sizes it at 8.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 8.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AGOX 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 45 tracked filers holding AGOX, 24 increased or opened the position and 24 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 AGOX 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 3
- Global Retirement Partners, LLC$4M
- NewEdge Advisors, LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
Full exits 3
- Prosperity Financial Group, Inc.$3M
- Foundations Investment Advisors, LLC$720K
- GTS SECURITIES LLC$609K
Largest adds
- Ameritas Advisory Services, LLC$26M
- Berman McAleer LLC$18M
- ROYAL BANK OF CANADA$9M
- LPL Financial LLC$6M
- Cetera Investment Advisers$3M
- Octavia Wealth Advisors, LLC$3M
Largest trims
- WealthPLAN Partners, LLC$631K
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 |
|---|---|---|---|---|
| Berman McAleer LLC trimmed | 2,226,581 | $77M | 23.8% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 1,496,765 | $52M | 16.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 954,702 | $33M | 10.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 698,812 | $24M | 7.5% | 2026-Q2 |
| LPL Financial LLC added | 480,786 | $17M | 5.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 427,633 | $15M | 4.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 401,022 | $14M | 4.3% | 2026-Q2 |
| UBS Group AG trimmed | 301,095 | $10M | 3.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 278,915 | $10M | 3.0% | 2026-Q2 |
| Octavia Wealth Advisors, LLC added | 271,431 | $9M | 2.9% | 2026-Q2 |
| PARTNERS WEALTH MANAGEMENT, LLC added | 221,209 | $8M | 2.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 219,294 | $8M | 2.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 174,161 | $6M | 1.9% | 2026-Q2 |
| WealthPlan Investment Management, LLC trimmed | 143,079 | $5M | 1.5% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 112,278 | $4M | 1.2% | 2026-Q2 |
| WealthPLAN Partners, LLC trimmed | 84,406 | $3M | 0.9% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 60,735 | $2M | 0.7% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 59,081 | $2M | 0.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 58,735 | $2M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 58,256 | $2M | 0.6% | 2026-Q2 |
| FIRETHORN WEALTH PARTNERS, LLC added | 51,768 | $2M | 0.6% | 2026-Q2 |
| Empirical Asset Management, LLC added | 45,419 | $2M | 0.5% | 2026-Q2 |
| Goldstone Financial Group, LLC trimmed | 29,492 | $1M | 0.3% | 2026-Q2 |
| Avior Wealth Management, LLC | 25,801 | $894K | 0.3% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 22,832 | $791K | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 21,212 | $735K | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS | 15,245 | $528K | 0.2% | 2026-Q2 |
| Atria Investments, Inc trimmed | 12,345 | $428K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 10,265 | $356K | 0.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 8,911 | $309K | 0.1% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC new | 8,264 | $286K | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. trimmed | 7,551 | $262K | 0.1% | 2026-Q2 |
| NFSG Corp | 7,406 | $257K | 0.1% | 2026-Q2 |
| Summit Financial, LLC | 7,188 | $249K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 6,495 | $225K | 0.1% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 6,107 | $212K | 0.1% | 2026-Q2 |
| Encompass More Asset Management trimmed | 5,982 | $207K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 3,582 | $124K | 0.0% | 2026-Q2 |
| Heritage Wealth Advisors added | 3,216 | $111K | 0.0% | 2026-Q2 |
| MORGAN STANLEY added | 1,063 | $37K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 1,032 | $36K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 235 | $8K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 114 | $4K | 0.0% | 2026-Q2 |
| Security National Bank | 68 | $2K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 48 | $2K | 0.0% | 2026-Q2 |
| Prosperity Financial Group, Inc. trimmed | 116,214 | $3M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Foundations Investment Advisors, LLC trimmed | 27,031 | $720K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| GTS SECURITIES LLC added | 22,869 | $609K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC new | 17,540 | $467K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CENTAURUS FINANCIAL, INC. | 11,107 | $296K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC trimmed | 10,203 | $272K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Lido Advisors, LLC | 8,218 | $219K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HARBOUR INVESTMENTS, INC. new | 1,500 | $40K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Indiana Trust & Investment Management Co new | 724 | $19K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| WEBSTER BANK, N. A. | 574 | $15K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 12,681 | $362K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| SILVER OAK SECURITIES, INCORPORATED new | 9,042 | $261K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 7,191 | $205K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| EverSource Wealth Advisors, LLC | 3,176 | $91K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK added | 3,095 | $88K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| MAI Capital Management new | 435 | $13K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. new | 75,352 | $2M | 0.7% | 2025-Q2 stale (4 quarters behind) |
| M Holdings Securities, Inc. new | 29,993 | $887K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Atria Wealth Solutions, Inc. trimmed | 15,345 | $453K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 13,361 | $395K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.