Among active 13F managers last quarter, 1 opened and 8 added, while none reduced or exited; the largest holder to move was Astoria Portfolio Advisors LLC. (+28%).
15 tracked 13F filers disclose a position in AGGA as of the latest SEC 13F filings, a combined $91.8M 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 | Astoria Portfolio Advisors LLC. | 1.7M | $42.2M | ▲+28% Added · +369K sh | Q2 2026 | |
| 2 | Hobbs Group Advisors, LLC | 839K | $21.1M | ▲+10% Added · +79K sh | Q2 2026 | |
| 3 | Oregon Pacific Wealth Management, LLC | 267K | $6.7M | ▼−0.6% Reduced · −2K sh | Q2 2026 | |
| 4 | Vermillion & White Wealth Management Group, LLC | 260K | $6.6M | ▲+1.9% Added · +5K sh | Q2 2026 | |
| 5 | Park Edge Advisors, LLC | 175K | $4.4M | ▲+1.3% Added · +2K sh | Q2 2026 | |
| 6 | Silverlake Wealth Management LLC | 91K | $2.3M | ▲+7.6% Added · +6K sh | Q2 2026 | |
| 7 | Latitude Advisors, LLC | 81K | $2.0M | ▲+30% Added · +19K sh | Q2 2026 | |
| 8 | Sound Income Strategies, LLC | 73K | $1.8M | ▲12× Added · +66K sh | Q2 2026 | |
| 9 | GeoWealth Management, LLC | 54K | $1.3M | ▲+19% Added · +9K sh | Q2 2026 | |
| 10 | Bluedoor Private Wealth, LLC | 51K | $1.3M | —Held | Q2 2026 | |
| 11 | Mirae Asset Securities (USA) Inc. | 24K | $609K | ▲+57% Added · +9K sh | Q2 2026 | |
| 12 | Ashton Thomas Private Wealth, LLC | 20K | $492K | ▲26× Added · +19K sh | Q2 2026 | |
| 13 | Citadel Advisors LLC | 15K | $380K | ▲New +15K sh | Q2 2026 | |
| 14 | Onyx Bridge Wealth Group LLC | 14K | $356K | ▲+50% Added · +5K sh | Q2 2026 | |
| 15 | WealthTrak Capital Management LLC | 11K | $272K | ▲Added Added · +11K 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, 1 fund opened a new position in AGGA and 8 added to an existing one, while none reduced or exited. 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 | 9 funds | $2.7B |
| Nvidia CorpNVDA | 9 funds | $2.5B |
| Apple IncAAPL | 9 funds | $2.2B |
| Microsoft CorpMSFT | 9 funds | $1.5B |
| Alphabet Inc-CL AGOOGL | 9 funds | $1.2B |
| Broadcom IncAVGO | 9 funds | $1.1B |
| SS SPDR S&P 500 ETF Trust-USSPY | 9 funds | $992.3M |
| JPMorgan Chase & CoJPM | 9 funds | $756.4M |
| Meta Platforms Inc-Class AMETA | 9 funds | $689.4M |
| Tesla IncTSLA | 9 funds | $556.6M |
| Alphabet Inc-CL CGOOG | 8 funds | $962.2M |
| Walmart IncWMT | 8 funds | $642.4M |
Ranked by how many of AGGA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AGGA.
| Class | 13F holders | Value held |
|---|---|---|
| AAEQExchange Traded Fund | 39 funds | $311.0M |
| USEWExchange Traded Fund | 35 funds | $131.7M |
| AAUACom | 34 funds | $233.8M |
| ORRMILITIA LONG/SHO | 33 funds | $77.4M |
| AAUSETF | 26 funds | $333.3M |
| GEQETF | 26 funds | $76.5M |
| GEWETF | 25 funds | $62.6M |
| FMTMmc | 25 funds | $37.9M |
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 AGGA
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/AGGA/capital-change-brief"
Use Arkolith's capital_change_brief for AGGA. 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 AGGA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.