13 tracked 13F filers disclose a position in AGGA as of the latest SEC 13F filings, a combined $87.0M 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 | Astoria Portfolio Advisors LLC. | $42.2M | 1.7M | ▲+28% Added · +369K sh | Q2 2026 | |
| 2 | Hobbs Group Advisors, LLC | $19.1M | 760K | ▲+2.9% Added · +22K sh | Q1 2026 | |
| 3 | Oregon Pacific Wealth Management, LLC | $6.7M | 267K | ▼−0.6% Reduced · −2K sh | Q2 2026 | |
| 4 | Vermillion & White Wealth Management Group, LLC | $6.4M | 255K | ▲+6.4% Added · +15K sh | Q1 2026 | |
| 5 | Park Edge Advisors, LLC | $4.4M | 175K | ▲+1.3% Added · +2K sh | Q2 2026 | |
| 6 | Latitude Advisors, LLC | $2.0M | 81K | ▲+30% Added · +19K sh | Q2 2026 | |
| 7 | Sound Income Strategies, LLC | $1.8M | 73K | ▲12× Added · +66K sh | Q2 2026 | |
| 8 | GeoWealth Management, LLC | $1.3M | 54K | ▲+19% Added · +9K sh | Q2 2026 | |
| 9 | BLUEDOOR PRIVATE WEALTH, LLC | $1.3M | 51K | —Held | Q2 2026 | |
| 10 | MIRAE ASSET SECURITIES (USA) INC. | $609K | 24K | ▲+57% Added · +9K sh | Q2 2026 | |
| 11 | Ashton Thomas Private Wealth, LLC | $492K | 20K | ▲26× Added · +19K sh | Q2 2026 | |
| 12 | Onyx Bridge Wealth Group LLC | $356K | 14K | ▲+50% Added · +5K sh | Q2 2026 | |
| 13 | WealthTrak Capital Management LLC | $272K | 11K | ▲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, 0 funds opened a new position in AGGA and 8 added to an existing one, while 0 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 |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 8 funds | $665.9M |
| NVIDIA CORPNVDA | 8 funds | $132.0M |
| ALPHABET INC-CL AGOOGL | 8 funds | $93.9M |
| MICROSOFT CORPMSFT | 8 funds | $92.1M |
| APPLE INCAAPL | 8 funds | $90.2M |
| AMAZON.COM INCAMZN | 8 funds | $76.8M |
| META PLATFORMS INC-CLASS AMETA | 8 funds | $58.4M |
| TESLA INCTSLA | 8 funds | $40.8M |
| BROADCOM INCAVGO | 8 funds | $32.2M |
| JPMORGAN CHASE & COJPM | 8 funds | $31.5M |
| VANGUARD S&P 500 ETFVOO | 7 funds | $262.4M |
| ALPHABET INC-CL CGOOG | 7 funds | $62.4M |
Ranked by how many of AGGA's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| AAEQETF | 31 funds | $263.2M |
| AAUACom | 30 funds | $225.9M |
| ORRMILITIA LONG/SHO | 27 funds | $67.1M |
| USEWExchange Traded Fund | 26 funds | $113.6M |
| AAUSETF | 23 funds | $330.7M |
| FMTMmc | 18 funds | $29.1M |
| GEWETF | 17 funds | $38.4M |
| TOVJLENS 500 JEWISH | 16 funds | $16.0M |
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 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.