86 tracked 13F filers disclose a position in AGGH as of the latest SEC 13F filings, a combined $352.3M 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 | 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 | $24.6M | 1.2M | ▲+1.8% Added · +21K sh | Q2 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 | AE Wealth Management LLC | $14.3M | 704K | ▼−8.3% Reduced · −64K sh | Q1 2026 | |
| 8 | Private Advisor Group, LLC | $13.8M | 683K | ▲New +683K sh | Q2 2026 | |
| 9 | WealthPlan Investment Management, LLC | $13.7M | 677K | ▼−5.7% Reduced · −41K sh | Q2 2026 | |
| 10 | PRINCIPAL SECURITIES, INC. | $10.3M | 508K | ▲+25% Added · +103K sh | Q2 2026 | |
| 11 | Brookwood Investment Group LLC | $9.6M | 475K | ▲+1.4% Added · +7K sh | Q2 2026 | |
| 12 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $8.5M | 421K | ▼−0.5% Reduced · −2K sh | Q2 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $8.5M | 419K | ▼−29% Reduced · −171K sh | Q1 2026 | |
| 14 | Park Edge Advisors, LLC | $8.4M | 418K | ▲+2.0% Added · +8K sh | Q2 2026 | |
| 15 | Elevated Capital Advisors, LLC | $8.0M | 398K | ▲+13% Added · +46K sh | Q2 2026 | |
| 16 | Financial Enhancement Group LLC | $6.0M | 297K | ▲+4.4% Added · +13K sh | Q2 2026 | |
| 17 | Envestnet Portfolio Solutions, Inc. | $4.2M | 210K | ▲+9.9% Added · +19K sh | Q2 2026 | |
| 18 | Key Capital Management, INC | $4.1M | 205K | ▲+9.8% Added · +18K sh | Q2 2026 | |
| 19 | RiverTree Advisors, LLC | $3.8M | 188K | ▲+20% Added · +32K sh | Q2 2026 | |
| 20 | EVOLUTION WEALTH MANAGEMENT INC. | $3.3M | 164K | ▲+20% Added · +27K sh | Q2 2026 | |
| 21 | HOWARD BAILEY SECURITIES, LLC | $2.9M | 142K | ▲+1.7% Added · +2K sh | Q2 2026 | |
| 22 | Orion Porfolio Solutions, LLC | $2.7M | 134K | ▲+1.7% Added · +2K sh | Q1 2026 | |
| 23 | Copley Financial Group, Inc. | $2.6M | 129K | ▲New +129K sh | Q2 2026 | |
| 24 | B.O.S.S. Retirement Advisors, LLC | $2.5M | 122K | ▲+8.6% Added · +10K sh | Q2 2026 | |
| 25 | FSA Advisors, Inc. | $2.3M | 112K | ▲+15% Added · +14K 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, 8 funds opened a new position in AGGH and 29 added to an existing one, while 12 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 |
|---|---|---|
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 49 funds | $1.1B |
| NVIDIA CORPNVDA | 48 funds | $5.8B |
| MICROSOFT CORPMSFT | 48 funds | $2.4B |
| JPMORGAN CHASE & COJPM | 48 funds | $1.3B |
| JOHNSON & JOHNSONJNJ | 48 funds | $825.7M |
| WALMART INCWMT | 48 funds | $731.0M |
| APPLE INCAAPL | 47 funds | $3.9B |
| AMAZON.COM INCAMZN | 47 funds | $3.0B |
| ALPHABET INC-CL AGOOGL | 47 funds | $1.8B |
| INVESCO QQQ TRUST SERIES 1QQQ | 47 funds | $1.4B |
| BROADCOM INCAVGO | 46 funds | $1.9B |
| META PLATFORMS INC-CLASS AMETA | 46 funds | $1.6B |
Ranked by how many of AGGH's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CTAmc | 230 funds | $997.9M |
| MTBAcommon | 139 funds | $971.4M |
| BUCKTREASURY OPT INC | 88 funds | $222.8M |
| AGGHthis pageUIT EXCHANGE TRADED | 86 funds | $352.3M |
| CDXMF Closed and MF Open | 83 funds | $273.8M |
| HEQTMF Closed and MF Open | 80 funds | $201.0M |
| TUASHORT TERM TREA | 73 funds | $456.1M |
| SVOLmc | 72 funds | $64.6M |
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 AGGH
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.
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.