1 tracked 13F filer discloses a position in AEGFX as of the latest SEC 13F filings, a combined $720K 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 | Diversified Trust Co | $720K | 11K | ▼−25% Reduced · −4K 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.
| Class | 13F holders | Value held |
|---|---|---|
| FEUPXOPEN END TAXABLE NO LOAD FUND | 5 funds | $7.3M |
| AEGFXthis pageCL F-1 | 1 funds | $720K |
| 298706763OPEN END - NO LOAD FUND 529 | 1 funds | $271K |
| 298706508OPEN END - LOAD FUND 529 | 1 funds | $34K |
| 298706102OPEN END TAXABLE LOAD FUND | 1 funds | $750 |
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 AEGFX
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/AEGFX/capital-change-brief"
Use Arkolith's capital_change_brief for AEGFX. 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 AEGFX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.