34 tracked 13F filers disclose a position in AGEM as of the latest SEC 13F filings, a combined $105.0M 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 | 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 | $23.6M | 581K | ▼−7.7% Reduced · −48K sh | Q1 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 | HUNTINGTON NATIONAL BANK | $1.8M | 44K | —Held | Q1 2026 | |
| 8 | LPL Financial LLC | $1.7M | 43K | ▲+12% Added · +4K sh | Q1 2026 | |
| 9 | OLD MISSION CAPITAL LLC | $1.2M | 30K | ▲+156% Added · +18K sh | Q1 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $1.1M | 27K | ▲+4.6% Added · +1K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $439K | 11K | ▼−24% Reduced · −3K sh | Q1 2026 | |
| 12 | Arcadia Wealth Management, LLC | $461K | 9K | ▼−3.0% Reduced · −292 sh | Q2 2026 | |
| 13 | FMR LLC | $373K | 9K | ▲+64% Added · +4K sh | Q1 2026 | |
| 14 | CITADEL ADVISORS LLC | $340K | 8K | ▲New +8K sh | Q1 2026 | |
| 15 | Cerity Partners LLC | $330K | 8K | —Held | Q1 2026 | |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $324K | 8K | ▼−6.9% Reduced · −594 sh | Q1 2026 | |
| 17 | First Heartland Consultants, Inc. | $356K | 7K | ▲New +7K sh | Q2 2026 | |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $222K | 5K | ▼−51% Reduced · −6K sh | Q1 2026 | |
| 19 | FIFTH THIRD BANCORP | $213K | 5K | ▲New +5K sh | Q1 2026 | |
| 20 | Parallel Advisors, LLC | $212K | 5K | —Held | Q1 2026 | |
| 21 | JANE STREET GROUP, LLC | $207K | 5K | ▼−82% Reduced · −24K sh | Q1 2026 | |
| 22 | B.O.S.S. Retirement Advisors, LLC | $228K | 5K | ▲Added Added · +5K sh | Q2 2026 | |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $210K | 4K | ▲New +4K sh | Q2 2026 | |
| 24 | WELLS FARGO & COMPANY/MN | $136K | 3K | ▲+164% Added · +2K sh | Q1 2026 | |
| 25 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $100K | 2K | —Held | Q1 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, 3 funds opened a new position in AGEM and 4 added to an existing one, while 3 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 | 12 funds | $6.3B |
| APPLE INCAAPL | 12 funds | $4.9B |
| MICROSOFT CORPMSFT | 12 funds | $4.3B |
| AMAZON.COM INCAMZN | 12 funds | $4.2B |
| ALPHABET INC-CL AGOOGL | 12 funds | $3.1B |
| JPMORGAN CHASE & COJPM | 12 funds | $2.6B |
| META PLATFORMS INC-CLASS AMETA | 12 funds | $2.3B |
| ALPHABET INC-CL CGOOG | 12 funds | $2.3B |
| BROADCOM INCAVGO | 12 funds | $2.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 12 funds | $2.0B |
| MICRON TECHNOLOGY INCMU | 12 funds | $1.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 12 funds | $1.8B |
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 | 34 funds | $105.0M |
| AFSCFOCUSED U S SMAL | 5 funds | $899K |
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.
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.