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/AGGH/capital-change-brief"
Use Arkolith's capital_change_brief for AGGH. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Simplify Asset Management Inc. | $42.5M | 2.1M | —Held | Q2 2026 | |
| 2 | WCG Wealth Advisors LLC | $38.0M | 1.9M | ▲New +1.9M sh | Q1 2026 | |
| 3 | Gradient Investments LLC | $37.5M | 1.9M | ▲New +1.9M sh | Q2 2026 | |
| 4 | Sowell Financial Services LLC | $24.4M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $24.4M | 1.2M | ▲+10% Added · +112K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $16.4M | 808K | ▲+98% Added · +400K sh | Q1 2026 | |
| 7 | WealthPlan Investment Management, LLC | $14.6M | 719K | ▲+178% Added · +460K sh | Q1 2026 | |
| 8 | AE Wealth Management LLC | $14.3M | 704K | ▼−8.3% Reduced · −64K sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $8.5M | 419K | ▼−29% Reduced · −171K sh | Q1 2026 | |
| 10 | Park Edge Advisors, LLC | $8.4M | 418K | ▲+2.0% Added · +8K sh | Q2 2026 | |
| 11 | PRINCIPAL SECURITIES, INC. | $8.2M | 405K | ▲+89% Added · +191K sh | Q1 2026 | |
| 12 | Financial Enhancement Group LLC | $6.0M | 297K | ▲+4.4% Added · +13K sh | Q2 2026 | |
| 13 | Envestnet Portfolio Solutions, Inc. | $3.9M | 191K | ▲+7.7% Added · +14K sh | Q1 2026 | |
| 14 | IFS Group,LLC | $2.8M | 140K | ▲+5.2% Added · +7K sh | Q1 2026 | |
| 15 | Orion Porfolio Solutions, LLC | $2.7M | 134K | ▲+1.7% Added · +2K sh | Q1 2026 | |
| 16 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.8M | 89K | ▲+33% Added · +22K sh | Q1 2026 | |
| 17 | JANE STREET GROUP, LLC | $1.7M | 82K | ▲New +82K sh | Q1 2026 | |
| 18 | NWAM LLC | $1.4M | 70K | ▼~0% Reduced · −19 sh | Q1 2026 | |
| 19 | SteelPeak Wealth, LLC | $1.4M | 68K | ▲New +68K sh | Q2 2026 | |
| 20 | CreativeOne Wealth, LLC | $1.4M | 67K | ▼−10% Reduced · −8K sh | Q1 2026 | |
| 21 | GeoWealth Management, LLC | $1.3M | 64K | ▲New +64K sh | Q1 2026 | |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 59K | ▲+67% Added · +24K sh | Q1 2026 | |
| 23 | Sanctuary Advisors, LLC | $1.1M | 56K | ▲+63% Added · +21K sh | Q1 2026 | |
| 24 | Advisory Services Network, LLC | $1.1M | 54K | ▲+3.0% Added · +2K sh | Q1 2026 | |
| 25 | GK Wealth Management LLC | $905K | 45K | ▲New +45K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 28 funds | $11.7B |
| ISHARES CORE U.S. AGGREGATEAGG | 28 funds | $3.7B |
| TESLA INCTSLA | 28 funds | $2.0B |
| WALMART INCWMT | 28 funds | $1.8B |
| JOHNSON & JOHNSONJNJ | 28 funds | $1.7B |
| EXXON MOBIL CORPXOM | 28 funds | $1.7B |
| ELI LILLY & COLLY | 28 funds | $1.6B |
| HOME DEPOT INCHD | 28 funds | $1.3B |
| MASTERCARD INC - AMA | 28 funds | $1.1B |
| MERCK & CO. INC.MRK | 28 funds | $1.1B |
| GENERAL ELECTRICGE | 28 funds | $1.0B |
| PALANTIR TECHNOLOGIES INC-APLTR | 28 funds | $1.0B |
Ranked by how many of AGGH's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for AGGH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.