Who owns AGZ
Which tracked institutional funds hold AGZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AGZ company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 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
18 tracked funds added or opened AGZ while 16 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
AGZ’s largest tracked holder by dollar value, STIFEL FINANCIAL CORP, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AGZ 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 136 tracked filers holding AGZ, 64 increased or opened the position and 58 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 AGZ 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 2
- Pathstone Holdings, LLC$14M
- J.W. COLE ADVISORS, INC.$797K
Full exits 7
- HighTower Advisors, LLC$55M
- Mill Creek Capital Advisors, LLC$14M
- SIGNET FINANCIAL MANAGEMENT, LLC$6M
- Jaffetilchin Investment Partners, LLC$4M
- Cerity Partners LLC$1M
- MILLINGTON SECURITIES, LLC$933K
Largest adds
- EP Wealth Advisors, LLC$7M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- RAYMOND JAMES FINANCIAL INC$3M
- Bank of New York Mellon Corp$3M
- STIFEL FINANCIAL CORP$3M
- BAILARD, INC.$1M
Largest trims
- JANE STREET GROUP, LLC$2M
- Triton Financial Group Inc$1M
- Private Advisor Group, LLC$787K
- CITADEL ADVISORS LLC$769K
- Tidal Investments LLC$426K
- Cetera Investment Advisers$397K
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 |
|---|---|---|---|---|
| STIFEL FINANCIAL CORP added | 478,573 | $52M | 14.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 344,348 | $38M | 10.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 328,763 | $36M | 9.9% | 2026-Q2 |
| TRB Wealth Management, LLC added | 138,548 | $15M | 4.2% | 2026-Q2 |
| Pathstone Holdings, LLC added | 132,626 | $14M | 4.0% | 2026-Q2 |
| Asset Management One Co., Ltd. added | 128,946 | $14M | 3.9% | 2026-Q2 |
| BAILARD, INC. added | 125,583 | $14M | 3.8% | 2026-Q2 |
| UBS Group AG added | 104,837 | $11M | 3.2% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 99,598 | $11M | 3.0% | 2026-Q2 |
| ARVEST INVESTMENTS, INC. added | 83,419 | $9M | 2.5% | 2026-Q2 |
| Great Diamond Partners, LLC added | 74,286 | $8M | 2.2% | 2026-Q2 |
| RKL Wealth Management LLC trimmed | 74,091 | $8M | 2.2% | 2026-Q2 |
| MORGAN STANLEY added | 69,654 | $8M | 2.1% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 69,239 | $8M | 2.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 67,367 | $7M | 2.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 66,716 | $7M | 2.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 63,120 | $7M | 1.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 53,257 | $6M | 1.6% | 2026-Q2 |
| Summit Financial, LLC trimmed | 51,679 | $6M | 1.6% | 2026-Q2 |
| LPL Financial LLC added | 50,780 | $6M | 1.5% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 46,486 | $5M | 1.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 41,173 | $4M | 1.2% | 2026-Q2 |
| Fluent Financial, LLC added | 38,521 | $4M | 1.2% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 36,977 | $4M | 1.1% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. trimmed | 26,099 | $3M | 0.8% | 2026-Q2 |
| Focus Financial Network, Inc. added | 24,394 | $3M | 0.7% | 2026-Q2 |
| Sunflower Bank, N.A. | 23,035 | $3M | 0.7% | 2026-Q2 |
| CVA Family Office, LLC trimmed | 22,835 | $2M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 19,532 | $2M | 0.6% | 2026-Q2 |
| TRUE Private Wealth Advisors trimmed | 18,258 | $2M | 0.6% | 2026-Q2 |
| Vista Cima Wealth Management LLC added | 17,873 | $2M | 0.5% | 2026-Q2 |
| Tidal Investments LLC trimmed | 17,153 | $2M | 0.5% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. | 16,090 | $2M | 0.5% | 2026-Q2 |
| FIDUCIENT ADVISORS LLC trimmed | 14,577 | $2M | 0.4% | 2026-Q2 |
| Insight Advisors, LLC/ PA added | 14,225 | $2M | 0.4% | 2026-Q2 |
| Rehmann Capital Advisory Group trimmed | 11,853 | $1M | 0.4% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 11,746 | $1M | 0.4% | 2026-Q2 |
| JAMES INVESTMENT RESEARCH, INC. added | 11,720 | $1M | 0.4% | 2026-Q2 |
| Glass Jacobson Investment Advisors llc added | 11,701 | $1M | 0.4% | 2026-Q2 |
| CITIZENS FINANCIAL GROUP INC/RI | 11,037 | $1M | 0.3% | 2026-Q2 |
| Goelzer Investment Management, Inc. added | 10,783 | $1M | 0.3% | 2026-Q2 |
| Moors & Cabot, Inc. added | 10,487 | $1M | 0.3% | 2026-Q2 |
| CAMBIAR INVESTORS LLC added | 9,818 | $1M | 0.3% | 2026-Q2 |
| Heck Capital Advisors, LLC added | 9,797 | $1M | 0.3% | 2026-Q2 |
| Sharper & Granite LLC added | 9,370 | $1M | 0.3% | 2026-Q2 |
| Ignite Planners, LLC added | 9,320 | $1M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 9,019 | $986K | 0.3% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 8,220 | $898K | 0.2% | 2026-Q2 |
| WBI INVESTMENTS, LLC trimmed | 7,899 | $863K | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 7,290 | $797K | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 7,039 | $769K | 0.2% | 2026-Q2 |
| Narus Financial Partners, LLC added | 6,613 | $723K | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 6,472 | $709K | 0.2% | 2026-Q2 |
| BTS Asset Management, Inc. added | 6,028 | $659K | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 6,012 | $657K | 0.2% | 2026-Q2 |
| Smartleaf Asset Management LLC | 5,836 | $639K | 0.2% | 2026-Q2 |
| Maridea Wealth Management LLC trimmed | 5,694 | $622K | 0.2% | 2026-Q2 |
| NOVEM GROUP trimmed | 5,466 | $597K | 0.2% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 5,455 | $596K | 0.2% | 2026-Q2 |
| Triton Financial Group Inc trimmed | 5,432 | $594K | 0.2% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC trimmed | 5,390 | $589K | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 5,227 | $571K | 0.2% | 2026-Q2 |
| Impact Investors, Inc trimmed | 5,050 | $552K | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. added | 4,718 | $516K | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 4,526 | $495K | 0.1% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 4,526 | $495K | 0.1% | 2026-Q2 |
| Checchi Capital Advisers, LLC trimmed | 4,438 | $485K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 3,831 | $419K | 0.1% | 2026-Q2 |
| PACIFIC FINANCIAL GROUP INC added | 3,582 | $391K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors added | 3,381 | $369K | 0.1% | 2026-Q2 |
| United Asset Strategies, Inc. added | 3,268 | $357K | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 3,006 | $328K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 2,954 | $323K | 0.1% | 2026-Q2 |
| SHAYNE & JACOBS, LLC trimmed | 2,945 | $322K | 0.1% | 2026-Q2 |
| Sequent Planning LLC | 2,932 | $320K | 0.1% | 2026-Q2 |
| PRIVATE TRUST CO NA | 2,874 | $314K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 2,798 | $306K | 0.1% | 2026-Q2 |
| Evercore Wealth Management, LLC | 2,765 | $302K | 0.1% | 2026-Q2 |
| Portland Global Advisors LLC added | 2,750 | $301K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 2,729 | $298K | 0.1% | 2026-Q2 |
| Avior Wealth Management, LLC added | 2,682 | $293K | 0.1% | 2026-Q2 |
| FIDUCIARY FINANCIAL GROUP, LLC added | 2,509 | $274K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 2,470 | $270K | 0.1% | 2026-Q2 |
| Stablepoint Partners, LLC added | 2,456 | $268K | 0.1% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2,394 | $262K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS new | 2,324 | $254K | 0.1% | 2026-Q2 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV added | 2,283 | $249K | 0.1% | 2026-Q2 |
| Argent Trust Co | 2,254 | $246K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 2,199 | $240K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 2,197 | $241K | 0.1% | 2026-Q2 |
| Daviman Financial, LLC trimmed | 2,156 | $236K | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 2,074 | $227K | 0.1% | 2026-Q2 |
| StoneX Group Inc. | 1,997 | $218K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP | 1,995 | $218K | 0.1% | 2026-Q2 |
| Detalus Advisors, LLC added | 1,933 | $211K | 0.1% | 2026-Q2 |
| Godfrey Financial Associates, Inc. | 1,872 | $205K | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 1,414 | $155K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 1,204 | $132K | 0.0% | 2026-Q2 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC new | 819 | $89K | 0.0% | 2026-Q2 |
| Measured Wealth Private Client Group, LLC trimmed | 786 | $86K | 0.0% | 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.