51 tracked 13F filers disclose a position in AGEM as of the latest SEC 13F filings, a combined $119.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | WADDELL & ASSOCIATES, LLC | $46.6M | 944K | ▲+1.1% Added · +10K sh | Q2 2026 | |
| 2 | Sterling Capital Management LLC | $27.2M | 551K | ▼−5.1% Reduced · −30K sh | Q2 2026 | |
| 3 | AE Wealth Management LLC | $18.2M | 448K | ▼−0.9% Reduced · −4K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $2.3M | 57K | ▼−5.9% Reduced · −4K sh | Q1 2026 | |
| 5 | TRUIST FINANCIAL CORP | $2.3M | 56K | ▼−2.8% Reduced · −2K sh | Q1 2026 | |
| 6 | GTS SECURITIES LLC | $1.9M | 47K | ▲+32% Added · +11K sh | Q1 2026 | |
| 7 | FWG Investments, LLC. | $2.2M | 44K | ▼−5.7% Reduced · −3K sh | Q2 2026 | |
| 8 | HUNTINGTON NATIONAL BANK | $2.2M | 44K | —Held | Q2 2026 | |
| 9 | LPL Financial LLC | $1.7M | 43K | ▲+12% Added · +4K sh | Q1 2026 | |
| 10 | LifePlan Investment Advisors, Inc. | $1.6M | 32K | ▼−0.6% Reduced · −206 sh | Q2 2026 | |
| 11 | OLD MISSION CAPITAL LLC | $1.2M | 30K | ▲+156% Added · +18K sh | Q1 2026 | |
| 12 | Kingdom Financial Group LLC. | $1.4M | 28K | ▼−4.3% Reduced · −1K sh | Q2 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $1.1M | 27K | ▲+4.6% Added · +1K sh | Q1 2026 | |
| 14 | Lloyd Advisory Services, LLC. | $1.1M | 23K | ▼−23% Reduced · −7K sh | Q2 2026 | |
| 15 | Sanctuary Advisors, LLC | $1.1M | 21K | ▲New +21K sh | Q2 2026 | |
| 16 | Quest 10 Wealth Builders, Inc. | $703K | 14K | ▼−1.7% Reduced · −242 sh | Q2 2026 | |
| 17 | Networth Advisors, LLC | $586K | 12K | ▼−1.7% Reduced · −204 sh | Q2 2026 | |
| 18 | TOUNJIAN ADVISORY PARTNERS, LLC | $565K | 11K | ▲New +11K sh | Q2 2026 | |
| 19 | CITADEL ADVISORS LLC | $546K | 11K | ▲+32% Added · +3K sh | Q2 2026 | |
| 20 | MORGAN STANLEY | $439K | 11K | ▼−24% Reduced · −3K sh | Q1 2026 | |
| 21 | Arcadia Wealth Management, LLC | $461K | 9K | ▼−3.0% Reduced · −292 sh | Q2 2026 | |
| 22 | FMR LLC | $373K | 9K | ▲+64% Added · +4K sh | Q1 2026 | |
| 23 | Cerity Partners LLC | $330K | 8K | —Held | Q1 2026 | |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $324K | 8K | ▼−6.9% Reduced · −594 sh | Q1 2026 | |
| 25 | Montgomery Financial Services LLC | $387K | 8K | ▲New +8K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in AGEM and 7 added to an existing one, while 9 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 24 funds | $4.2B |
| ISHARES CORE S&P 500 ETFIVV | 24 funds | $4.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 24 funds | $587.4M |
| APPLE INCAAPL | 23 funds | $2.3B |
| AMAZON.COM INCAMZN | 23 funds | $2.1B |
| MICROSOFT CORPMSFT | 23 funds | $1.5B |
| ALPHABET INC-CL AGOOGL | 23 funds | $1.2B |
| TESLA INCTSLA | 23 funds | $987.9M |
| JPMORGAN CHASE & COJPM | 23 funds | $935.6M |
| VANGUARD S&P 500 ETFVOO | 23 funds | $924.5M |
| HOME DEPOT INCHD | 23 funds | $585.7M |
| BROADCOM INCAVGO | 22 funds | $1.3B |
Ranked by how many of AGEM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| AGEMthis pagemc | 51 funds | $119.5M |
| AFSCFOCUSED U S SMAL | 5 funds | $1.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for AGEM
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AGEM/capital-change-brief"
Use Arkolith's capital_change_brief for AGEM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for AGEM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.