Who owns AGOX (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-Q1 13F filings. 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 2025-Q4 and 2026-Q1: 2 added or opened and 17 trimmed or exited — on balance reducing.
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 8.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 8.1pp 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 2025-Q4 and 2026-Q1, across 43 tracked filers holding AGOX, 14 increased or opened the position and 32 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 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.
Full exits 3
- Encompass More Asset Management$11M
- Global Retirement Partners, LLC$4M
- NewEdge Advisors, LLC$2M
Largest adds
- ROYAL BANK OF CANADA$10M
- Prime Capital Investment Advisors, LLC$345K
Largest trims
- Octavia Wealth Advisors, LLC$19M
- WealthPlan Investment Management, LLC$5M
- KESTRA PRIVATE WEALTH SERVICES, LLC$4M
- Berman McAleer LLC$3M
- Ameritas Advisory Services, LLC$2M
- LPL Financial LLC$2M
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 added | 2,236,468 | $60M | 23.3% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 955,033 | $25M | 10.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 918,498 | $24M | 9.6% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 906,748 | $24M | 9.5% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 438,155 | $12M | 4.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 435,986 | $12M | 4.5% | 2026-Q1 |
| LPL Financial LLC trimmed | 409,684 | $11M | 4.3% | 2026-Q1 |
| UBS Group AG added | 341,560 | $9M | 3.6% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 279,264 | $7M | 2.9% | 2026-Q1 |
| Octavia Wealth Advisors, LLC trimmed | 244,421 | $7M | 2.5% | 2026-Q1 |
| PARTNERS WEALTH MANAGEMENT, LLC trimmed | 212,176 | $6M | 2.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 198,543 | $5M | 2.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 184,707 | $5M | 1.9% | 2026-Q1 |
| WealthPlan Investment Management, LLC trimmed | 184,469 | $5M | 1.9% | 2026-Q1 |
| WealthPLAN Partners, LLC trimmed | 133,619 | $4M | 1.4% | 2026-Q1 |
| Prosperity Financial Group, Inc. trimmed | 116,214 | $3M | 1.2% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. | 60,085 | $2M | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 58,556 | $2M | 0.6% | 2026-Q1 |
| Empirical Asset Management, LLC added | 45,041 | $1M | 0.5% | 2026-Q1 |
| FIRETHORN WEALTH PARTNERS, LLC added | 32,571 | $867K | 0.3% | 2026-Q1 |
| Goldstone Financial Group, LLC trimmed | 31,128 | $829K | 0.3% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 30,906 | $823K | 0.3% | 2026-Q1 |
| Foundations Investment Advisors, LLC trimmed | 27,031 | $720K | 0.3% | 2026-Q1 |
| Avior Wealth Management, LLC | 25,801 | $687K | 0.3% | 2026-Q1 |
| GTS SECURITIES LLC added | 22,869 | $609K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC new | 17,540 | $467K | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | 15,245 | $406K | 0.2% | 2026-Q1 |
| Atria Investments, Inc trimmed | 12,526 | $333K | 0.1% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. | 11,107 | $296K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 10,203 | $272K | 0.1% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. trimmed | 8,405 | $224K | 0.1% | 2026-Q1 |
| Lido Advisors, LLC | 8,218 | $219K | 0.1% | 2026-Q1 |
| NFSG Corp trimmed | 7,406 | $197K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 3,455 | $92K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. new | 1,500 | $40K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,536 | $40K | 0.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,036 | $28K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 1,032 | $27K | 0.0% | 2026-Q1 |
| Indiana Trust & Investment Management Co new | 724 | $19K | 0.0% | 2026-Q1 |
| WEBSTER BANK, N. A. | 574 | $15K | 0.0% | 2026-Q1 |
| ASSETMARK, INC | 235 | $6K | 0.0% | 2026-Q1 |
| Security National Bank new | 68 | $2K | 0.0% | 2026-Q1 |
| Allworth Financial LP | 48 | $1K | 0.0% | 2026-Q1 |
| Encompass More Asset Management trimmed | 374,909 | $11M | 4.2% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 123,417 | $4M | 1.4% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. new | 75,352 | $2M | 0.9% | 2025-Q2 stale |
| NewEdge Advisors, LLC added | 62,519 | $2M | 0.7% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 62,928 | $2M | 0.6% | 2025-Q1 stale |
| MML INVESTORS SERVICES, LLC added | 58,158 | $1M | 0.6% | 2025-Q1 stale |
| M Holdings Securities, Inc. new | 29,993 | $887K | 0.3% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. trimmed | 15,345 | $453K | 0.2% | 2025-Q2 stale |
| OLD MISSION CAPITAL LLC trimmed | 13,921 | $398K | 0.2% | 2025-Q4 stale |
| Cambridge Investment Research Advisors, Inc. trimmed | 13,361 | $395K | 0.2% | 2025-Q2 stale |
| JANE STREET GROUP, LLC trimmed | 12,681 | $362K | 0.1% | 2025-Q4 stale |
| Advisor Resource Council added | 12,252 | $300K | 0.1% | 2025-Q1 stale |
| SILVER OAK SECURITIES, INCORPORATED new | 9,042 | $261K | 0.1% | 2025-Q4 stale |
| Ausdal Financial Partners, Inc. new | 8,355 | $256K | 0.1% | 2025-Q3 stale |
| Kestra Advisory Services, LLC trimmed | 8,568 | $245K | 0.1% | 2025-Q4 stale |
| Summit Financial, LLC trimmed | 7,188 | $205K | 0.1% | 2025-Q4 stale |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 7,191 | $205K | 0.1% | 2025-Q4 stale |
| AE Wealth Management LLC trimmed | 6,179 | $151K | 0.1% | 2025-Q1 stale |
| EverSource Wealth Advisors, LLC | 3,176 | $91K | 0.0% | 2025-Q4 stale |
| COMERICA BANK added | 3,095 | $88K | 0.0% | 2025-Q4 stale |
| Heritage Wealth Advisors new | 1,226 | $30K | 0.0% | 2025-Q1 stale |
| MAI Capital Management new | 435 | $13K | 0.0% | 2025-Q3 stale |
| BANK OF AMERICA CORP /DE/ new | 13 | $318 | 0.0% | 2025-Q1 stale |
| Hexagon Capital Partners LLC | 2 | $49 | 0.0% | 2025-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.