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-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
22 tracked funds added or opened AGZ while 21 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
AGZ’s largest tracked holder by dollar value, HighTower Advisors, LLC, sizes it at 0.1% 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 2025-Q4 and 2026-Q1, across 146 tracked filers holding AGZ, 65 increased or opened the position and 70 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 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 3
- TRB Wealth Management, LLC$15M
- Summit Financial, LLC$6M
- MERCER GLOBAL ADVISORS INC /ADV$1M
Full exits 5
- SYON CAPITAL LLC$21M
- Smith Salley Wealth Management$2M
- Fortis Capital Management LLC$1M
- J.W. COLE ADVISORS, INC.$815K
- GTS SECURITIES LLC$727K
Largest adds
- Bank of New York Mellon Corp$7M
- OSAIC HOLDINGS, INC.$3M
- HighTower Advisors, LLC$3M
- STIFEL FINANCIAL CORP$2M
- Asset Management One Co., Ltd.$2M
- PNC FINANCIAL SERVICES GROUP, INC.$1M
Largest trims
- GOLDMAN SACHS GROUP INC$2M
- WBI INVESTMENTS, LLC$2M
- CITADEL ADVISORS LLC$1M
- Impact Investors, Inc$1M
- ARVEST INVESTMENTS, INC.$1M
- MORGAN STANLEY$768K
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 |
|---|---|---|---|---|
| HighTower Advisors, LLC added | 500,169 | $55M | 12.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 446,745 | $49M | 10.7% | 2026-Q1 |
| Bank of New York Mellon Corp added | 312,585 | $34M | 7.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 295,899 | $32M | 7.1% | 2026-Q1 |
| TRB Wealth Management, LLC new | 133,722 | $15M | 3.2% | 2026-Q1 |
| Mill Creek Capital Advisors, LLC added | 127,093 | $14M | 3.0% | 2026-Q1 |
| Asset Management One Co., Ltd. added | 119,830 | $13M | 2.9% | 2026-Q1 |
| BAILARD, INC. added | 113,101 | $12M | 2.7% | 2026-Q1 |
| UBS Group AG added | 97,630 | $11M | 2.3% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 95,062 | $10M | 2.3% | 2026-Q1 |
| ARVEST INVESTMENTS, INC. trimmed | 78,447 | $9M | 1.9% | 2026-Q1 |
| RKL Wealth Management LLC trimmed | 76,180 | $8M | 1.8% | 2026-Q1 |
| Great Diamond Partners, LLC added | 71,448 | $8M | 1.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 68,374 | $8M | 1.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 65,696 | $7M | 1.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 64,633 | $7M | 1.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 61,900 | $7M | 1.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 54,790 | $6M | 1.3% | 2026-Q1 |
| SIGNET FINANCIAL MANAGEMENT, LLC trimmed | 52,676 | $6M | 1.3% | 2026-Q1 |
| Summit Financial, LLC new | 52,232 | $6M | 1.3% | 2026-Q1 |
| LPL Financial LLC added | 49,569 | $5M | 1.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 38,608 | $4M | 0.9% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 38,101 | $4M | 0.9% | 2026-Q1 |
| Fluent Financial, LLC trimmed | 36,285 | $4M | 0.9% | 2026-Q1 |
| Jaffetilchin Investment Partners, LLC added | 35,690 | $4M | 0.9% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. trimmed | 26,582 | $3M | 0.6% | 2026-Q1 |
| Focus Financial Network, Inc. added | 24,245 | $3M | 0.6% | 2026-Q1 |
| Sunflower Bank, N.A. | 23,035 | $3M | 0.6% | 2026-Q1 |
| CVA Family Office, LLC trimmed | 22,849 | $3M | 0.5% | 2026-Q1 |
| Tidal Investments LLC trimmed | 20,980 | $2M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 20,006 | $2M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 19,192 | $2M | 0.5% | 2026-Q1 |
| TRUE Private Wealth Advisors trimmed | 18,649 | $2M | 0.4% | 2026-Q1 |
| Vista Cima Wealth Management LLC trimmed | 16,581 | $2M | 0.4% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. | 16,090 | $2M | 0.4% | 2026-Q1 |
| Triton Financial Group Inc added | 15,212 | $2M | 0.4% | 2026-Q1 |
| FIDUCIENT ADVISORS LLC added | 14,605 | $2M | 0.3% | 2026-Q1 |
| Insight Advisors, LLC/ PA added | 13,718 | $2M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 12,600 | $1M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 12,380 | $1M | 0.3% | 2026-Q1 |
| Rehmann Capital Advisory Group added | 12,104 | $1M | 0.3% | 2026-Q1 |
| JAMES INVESTMENT RESEARCH, INC. trimmed | 11,602 | $1M | 0.3% | 2026-Q1 |
| Cerity Partners LLC trimmed | 11,553 | $1M | 0.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV new | 11,147 | $1M | 0.3% | 2026-Q1 |
| Glass Jacobson Investment Advisors llc trimmed | 11,102 | $1M | 0.3% | 2026-Q1 |
| CITIZENS FINANCIAL GROUP INC/RI added | 11,037 | $1M | 0.3% | 2026-Q1 |
| Goelzer Investment Management, Inc. added | 10,192 | $1M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 9,950 | $1M | 0.2% | 2026-Q1 |
| CAMBIAR INVESTORS LLC added | 9,686 | $1M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 9,632 | $1M | 0.2% | 2026-Q1 |
| Moors & Cabot, Inc. trimmed | 9,506 | $1M | 0.2% | 2026-Q1 |
| Sharper & Granite LLC trimmed | 9,345 | $1M | 0.2% | 2026-Q1 |
| Ignite Planners, LLC added | 9,234 | $1M | 0.2% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 9,211 | $1M | 0.2% | 2026-Q1 |
| WBI INVESTMENTS, LLC trimmed | 8,503 | $933K | 0.2% | 2026-Q1 |
| Impact Investors, Inc trimmed | 8,217 | $901K | 0.2% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 7,464 | $819K | 0.2% | 2026-Q1 |
| Checchi Capital Advisers, LLC added | 6,623 | $727K | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 6,219 | $683K | 0.1% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 5,836 | $641K | 0.1% | 2026-Q1 |
| Narus Financial Partners, LLC added | 5,730 | $629K | 0.1% | 2026-Q1 |
| Maridea Wealth Management LLC trimmed | 5,711 | $627K | 0.1% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC trimmed | 5,591 | $613K | 0.1% | 2026-Q1 |
| Heck Capital Advisors, LLC trimmed | 5,527 | $606K | 0.1% | 2026-Q1 |
| NOVEM GROUP added | 5,508 | $604K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 5,112 | $561K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 4,981 | $546K | 0.1% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 4,485 | $492K | 0.1% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 4,484 | $492K | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. added | 4,402 | $483K | 0.1% | 2026-Q1 |
| BTS Asset Management, Inc. trimmed | 4,090 | $449K | 0.1% | 2026-Q1 |
| EP Wealth Advisors, LLC added | 3,430 | $376K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 3,309 | $363K | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors added | 3,291 | $361K | 0.1% | 2026-Q1 |
| PACIFIC FINANCIAL GROUP INC added | 3,241 | $356K | 0.1% | 2026-Q1 |
| Focus Partners Wealth added | 3,162 | $347K | 0.1% | 2026-Q1 |
| United Asset Strategies, Inc. added | 3,066 | $336K | 0.1% | 2026-Q1 |
| SHAYNE & JACOBS, LLC | 3,035 | $333K | 0.1% | 2026-Q1 |
| Sequent Planning LLC | 2,932 | $322K | 0.1% | 2026-Q1 |
| PRIVATE TRUST CO NA added | 2,874 | $315K | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 2,811 | $308K | 0.1% | 2026-Q1 |
| Evercore Wealth Management, LLC | 2,765 | $303K | 0.1% | 2026-Q1 |
| Avior Wealth Management, LLC trimmed | 2,604 | $286K | 0.1% | 2026-Q1 |
| Montis Financial, LLC trimmed | 2,597 | $285K | 0.1% | 2026-Q1 |
| SYON CAPITAL LLC added | 191,462 | $21M | 4.6% | 2025-Q4 stale |
| Mason & Associates Inc added | 134,573 | $15M | 3.2% | 2025-Q3 stale |
| BlackRock, Inc. added | 54,015 | $6M | 1.3% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 33,319 | $4M | 0.8% | 2025-Q2 stale |
| CHB Investment Group, LLC trimmed | 29,015 | $3M | 0.7% | 2025-Q2 stale |
| Smith Salley Wealth Management added | 21,382 | $2M | 0.5% | 2025-Q4 stale |
| Columbus Macro, LLC trimmed | 16,538 | $2M | 0.4% | 2025-Q1 stale |
| Fortis Capital Management LLC added | 10,968 | $1M | 0.3% | 2025-Q4 stale |
| &PARTNERS | 8,386 | $917K | 0.2% | 2025-Q1 stale |
| J.W. COLE ADVISORS, INC. trimmed | 7,525 | $815K | 0.2% | 2025-Q4 stale |
| GTS SECURITIES LLC added | 6,596 | $727K | 0.2% | 2025-Q4 stale |
| Efficient Advisors, LLC added | 4,141 | $453K | 0.1% | 2025-Q1 stale |
| FLOW TRADERS U.S. LLC trimmed | 3,674 | $405K | 0.1% | 2025-Q4 stale |
| RENASANT BANK trimmed | 2,729 | $301K | 0.1% | 2025-Q3 stale |
| Shared Vision Wealth Group LLC added | 2,711 | $301K | 0.1% | 2025-Q3 stale |
| Advisory Alpha, LLC | 2,650 | $290K | 0.1% | 2025-Q1 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.