Who owns AGZD
Which tracked institutional funds hold AGZD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AGZD company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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
9 tracked funds added or opened AGZD while 5 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
AGZD’s largest tracked holder by dollar value, McAdam, LLC, sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AGZD 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 44 tracked filers holding AGZD, 23 increased or opened the position and 25 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 AGZD 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
- WIN ADVISORS, INC$10M
- Global Retirement Partners, LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$667K
Full exits 1
- MILLINGTON SECURITIES, LLC$1M
Largest adds
- McAdam, LLC$8M
- SYKON CAPITAL LLC$5M
- BANK OF AMERICA CORP /DE/$2M
- LPL Financial LLC$1M
- JANE STREET GROUP, LLC$781K
- Ameritas Advisory Services, LLC$644K
Largest trims
- Trilogy Capital Inc.$1M
- AXS Investments LLC$698K
- Modern Wealth Management, LLC$440K
- CITADEL ADVISORS LLC$349K
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 |
|---|---|---|---|---|
| McAdam, LLC added | 642,605 | $15M | 16.5% | 2026-Q2 |
| LPL Financial LLC added | 453,313 | $10M | 11.6% | 2026-Q2 |
| WIN ADVISORS, INC added | 441,101 | $10M | 11.3% | 2026-Q2 |
| SYKON CAPITAL LLC added | 319,250 | $7M | 8.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 314,357 | $7M | 8.0% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 199,056 | $5M | 5.1% | 2026-Q2 |
| Trilogy Capital Inc. trimmed | 186,075 | $4M | 4.8% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 106,908 | $2M | 2.7% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 80,596 | $2M | 2.1% | 2026-Q2 |
| AXS Investments LLC trimmed | 76,066 | $2M | 1.9% | 2026-Q2 |
| UBS Group AG added | 74,925 | $2M | 1.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 68,542 | $2M | 1.8% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 57,913 | $1M | 1.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 56,803 | $1M | 1.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 55,495 | $1M | 1.4% | 2026-Q2 |
| WBI INVESTMENTS, LLC trimmed | 50,824 | $1M | 1.3% | 2026-Q2 |
| Global Retirement Partners, LLC added | 49,216 | $1M | 1.3% | 2026-Q2 |
| Sigma Planning Corp added | 48,172 | $1M | 1.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 41,591 | $940K | 1.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 36,143 | $818K | 0.9% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 36,054 | $815K | 0.9% | 2026-Q2 |
| GreatBanc Trust CO added | 32,300 | $730K | 0.8% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 29,520 | $667K | 0.8% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 29,448 | $666K | 0.8% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 19,574 | $443K | 0.5% | 2026-Q2 |
| Syntegra Private Wealth Group, LLC | 17,462 | $395K | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 16,762 | $379K | 0.4% | 2026-Q2 |
| GILPIN WEALTH MANAGEMENT, LLC trimmed | 15,660 | $354K | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 14,443 | $327K | 0.4% | 2026-Q2 |
| INTERACTIVE FINANCIAL ADVISORS, INC. added | 13,564 | $306K | 0.3% | 2026-Q2 |
| Bucket List Wealth Management, LLC trimmed | 11,582 | $262K | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 10,423 | $236K | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 6,925 | $157K | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 5,097 | $115K | 0.1% | 2026-Q2 |
| Front Row Advisors LLC | 1,160 | $26K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ | 928 | $21K | 0.0% | 2026-Q2 |
| Dogwood Wealth Management LLC | 826 | $19K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 478 | $11K | 0.0% | 2026-Q2 |
| Horizon Investments, LLC trimmed | 435 | $10K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC added | 248 | $6K | 0.0% | 2026-Q2 |
| Golden State Wealth Management, LLC | 166 | $4K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 21 | $473 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2 | $37 | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 1 | $23 | 0.0% | 2026-Q2 |
| MILLINGTON SECURITIES, LLC new | 55,815 | $1M | 1.4% | 2026-Q1 stale (1 quarter behind) |
| PFG Investments, LLC added | 19,815 | $447K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC trimmed | 11,389 | $257K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC trimmed | 9,161 | $207K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Cherry Tree Wealth Management, LLC | 3,234 | $73K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Capital Investment Advisory Services, LLC | 2,300 | $52K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Rockefeller Capital Management L.P. new | 2,024 | $46K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| AE Wealth Management LLC trimmed | 927 | $21K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 92 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| FMR LLC trimmed | 1 | $23 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC new | 36,881 | $829K | 0.9% | 2025-Q4 stale (2 quarters behind) |
| Main Line Retirement Advisors, LLC added | 17,731 | $405K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| PARK AVENUE SECURITIES LLC trimmed | 11,927 | $268K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK new | 690 | $16K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Cape Investment Advisory, Inc. | 42 | $945 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Mariner, LLC added | 70,059 | $2M | 1.8% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. | 223 | $5K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Creekmur Asset Management LLC added | 223 | $5K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| OLD MISSION CAPITAL LLC trimmed | 22,892 | $509K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| AMERIPRISE FINANCIAL INC | 11,110 | $247K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 5,745 | $128K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Goodman Advisory Group, LLC added | 2,874 | $64K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Investors Research Corp | 310 | $7K | 0.0% | 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.