Among active 13F managers last quarter, 12 opened and 4 added, while 1 reduced; the largest holder to move was Point72 Asset Management, L.P. (+13%). Over the last 180 days, 1 insider sold and 7 insiders bought, a net -$2.8M in open-market trades.
The legs disagree, or only one of them leans.
26 tracked 13F filers disclose a position in AGBK as of the latest SEC 13F filings, a combined $79.0M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2.3M | $16.6M | ▲+12% Added · +254K sh | Q2 2026 | |
| 2 | Point72 Asset Management, L.P. | 1.5M | $10.7M | ▲+13% Added · +171K sh | Q2 2026 | |
| 3 | FIL Ltd | 1.2M | $8.7M | ▲New +1.2M sh | Q1 2026 | |
| 4 | Advent International, L.P. | 1.1M | $8.2M | ▲New +1.1M sh | Q1 2026 | |
| 5 | Millennium Management LLC | 1.0M | $7.3M | ▲New +1.0M sh | Q1 2026 | |
| 6 | Marshall Wace, LLP | 964K | $7.0M | ▲New +964K sh | Q1 2026 | |
| 7 | Balyasny Asset Management L.P. | 545K | $4.0M | ▲New +545K sh | Q1 2026 | |
| 8 | D. E. Shaw & Co., Inc. | 500K | $3.6M | ▲New +500K sh | Q1 2026 | |
| 9 | Teacher Retirement System Of Texas | 500K | $3.5M | —Held | Q2 2026 | |
| 10 | JPMorgan Chase & Co | 394K | $2.8M | ▲New +394K sh | Q1 2026 | |
| 11 | Absolute Gestao de Investimentos Ltda. | 263K | $1.9M | ▲+404% Added · +211K sh | Q2 2026 | |
| 12 | Jane Street Group, LLC | 158K | $1.2M | ▲New +158K sh | Q1 2026 | |
| 13 | Morgan Stanley | 100K | $727K | ▲New +100K sh | Q1 2026 | |
| 14 | Boston Partners | 96K | $696K | ▲New +96K sh | Q1 2026 | |
| 15 | Wealth High Governance Asset Management Ltda. | 72K | $512K | ▼−86% Reduced · −447K sh | Q2 2026 | |
| 16 | Chicago Partners Investment Group LLC | 56K | $375K | ▲New +56K sh | Q2 2026 | |
| 17 | Two Sigma Investments, LP | 46K | $333K | ▲New +46K sh | Q1 2026 | |
| 18 | Goldman Sachs Group Inc | 41K | $300K | ▲New +41K sh | Q1 2026 | |
| 19 | BW Gestao de Investimentos Ltda. | 28K | $196K | ▼−90% Reduced · −253K sh | Q2 2026 | |
| 20 | Wealth High Governance Capital Ltda | 28K | $196K | ▼−90% Reduced · −253K sh | Q2 2026 | |
| 21 | Axq Capital, LP | 20K | $139K | ▲+14% Added · +2K sh | Q2 2026 | |
| 22 | UBS Group AG | 10K | $73K | ▲New +10K sh | Q1 2026 | |
| 23 | Aspect Partners, LLC | 145 | $1K | ▲New +145 sh | Q2 2026 | |
| 24 | Caitong International Asset Management Co., Ltd | 87 | $616 | ▲+118% Added · +47 sh | Q2 2026 | |
| 25 | Quarry LP | 56 | $396 | ▲New +56 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, 12 funds opened a new position in AGBK and 4 added to an existing one, while 1 reduced. 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 | Their position there |
|---|---|---|
| Amazon.com IncAMZN | 16 funds | $10.7B |
| Nvidia CorpNVDA | 15 funds | $12.3B |
| Microsoft CorpMSFT | 15 funds | $9.1B |
| Alphabet Inc-CL AGOOGL | 15 funds | $8.6B |
| Micron Technology IncMU | 15 funds | $4.4B |
| Advanced Micro DevicesAMD | 15 funds | $3.2B |
| Applied Materials IncAMAT | 15 funds | $2.9B |
| Marvell Technology IncMRVL | 15 funds | $2.6B |
| Freeport-McMoran IncFCX | 15 funds | $2.6B |
| PPL CorpPPL | 15 funds | $1.5B |
| Xcel Energy IncXEL | 15 funds | $635.4M |
| JPMorgan Chase & CoJPM | 14 funds | $5.4B |
Ranked by how many of AGBK's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AGBK.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 31, 2026 | Aloe Vinicius Birkeland | Chief Technology Officer | Sell (S) 2 lots, same day | 257K | $3.1M |
| Jun 3, 2026 | De Farias Daniel Monteiro | Chief Products Officer | Buy (P) | 100 | $690 |
| Jun 1, 2026 | Correa Glauber Marques | Director and COO | Buy (P) | 2K | $15K |
| May 19, 2026 | Dubeux Marcello Winik | Financial and IR Officer | Buy (P) | 1K | $7K |
| May 14, 2026 | Morais Rafael De Oliveira | Risk & Controllership Officer | Buy (P) | 436 | $3K |
| May 12, 2026 | Aloe Vinicius Birkeland | Chief Technology Officer | Buy (P) | 407 | $3K |
| May 8, 2026 | Girardi Matheus | Chief Sales Officer | Buy (P) | 270 | $2K |
| May 7, 2026 | De Farias Daniel Monteiro | Chief Products Officer | Buy (P) | 693 | $5K |
| May 7, 2026 | Testa Marciano | Chairman and CEO, Director | Buy (P) | 28K | $200K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 5 | 3 | – |
Insiders Form 4 open-market | 7 | 1 | -$2.8M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for AGBK
This stock 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/AGBK/capital-change-brief"
Use Arkolith's capital_change_brief for AGBK. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AGBK. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.