159 tracked 13F filers disclose a position in AGGY as of the latest SEC 13F filings, a combined $712.5M 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 | BANK OF AMERICA CORP /DE/ | $103.4M | 2.4M | ▲+2.2% Added · +52K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $65.3M | 1.5M | ▲+1.8% Added · +26K sh | Q1 2026 | |
| 3 | CWM, LLC | $55.9M | 1.3M | ▲+3.9% Added · +49K sh | Q1 2026 | |
| 4 | MERCER GLOBAL ADVISORS INC /ADV | $54.7M | 1.3M | ▼−4.1% Reduced · −54K sh | Q1 2026 | |
| 5 | Savant Capital, LLC | $49.5M | 1.1M | ▲+94% Added · +551K sh | Q2 2026 | |
| 6 | Prime Capital Investment Advisors, LLC | $33.9M | 779K | ▲+15% Added · +103K sh | Q2 2026 | |
| 7 | HighTower Advisors, LLC | $27.2M | 627K | ▼−12% Reduced · −83K sh | Q1 2026 | |
| 8 | UBS Group AG | $25.4M | 585K | ▲+8.2% Added · +44K sh | Q1 2026 | |
| 9 | WealthPlan Investment Management, LLC | $21.2M | 488K | ▼−3.9% Reduced · −20K sh | Q2 2026 | |
| 10 | FIRST FOUNDATION ADVISORS | $13.9M | 321K | ▲+3.4% Added · +10K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $12.3M | 283K | ▲+10% Added · +26K sh | Q1 2026 | |
| 12 | Grey Ledge Advisors, LLC | $12.0M | 283K | ▲+6.8% Added · +18K sh | Q2 2026 | |
| 13 | KESTRA PRIVATE WEALTH SERVICES, LLC | $11.7M | 268K | ▲+3.9% Added · +10K sh | Q2 2026 | |
| 14 | CITIZENS FINANCIAL GROUP INC/RI | $11.6M | 267K | ▲+9.3% Added · +23K sh | Q1 2026 | |
| 15 | AMERIPRISE FINANCIAL INC | $11.5M | 265K | ▼−6.8% Reduced · −19K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $11.5M | 264K | ▲+10% Added · +24K sh | Q1 2026 | |
| 17 | Smartleaf Asset Management LLC | $11.0M | 251K | —Held | Q2 2026 | |
| 18 | Cetera Investment Advisers | $9.1M | 209K | ▲+38% Added · +58K sh | Q1 2026 | |
| 19 | Atria Investments, Inc | $8.7M | 200K | ▼−24% Reduced · −63K sh | Q2 2026 | |
| 20 | Broussard Financial Group LLC | $7.8M | 180K | ▼−2.1% Reduced · −4K sh | Q2 2026 | |
| 21 | Vestmark Advisory Solutions, Inc. | $6.9M | 159K | —Held | Q2 2026 | |
| 22 | RFG Advisory, LLC | $6.7M | 154K | ▲+1.6% Added · +2K sh | Q2 2026 | |
| 23 | Private Advisor Group, LLC | $6.2M | 142K | ▼−67% Reduced · −290K sh | Q2 2026 | |
| 24 | STIFEL FINANCIAL CORP | $5.9M | 136K | ▼−0.8% Reduced · −1K sh | Q1 2026 | |
| 25 | Mariner, LLC | $5.6M | 129K | ▼−1.0% Reduced · −1K sh | 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, 4 funds opened a new position in AGGY and 33 added to an existing one, while 20 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 | 89 funds | $43.5B |
| APPLE INCAAPL | 89 funds | $34.1B |
| AMAZON.COM INCAMZN | 89 funds | $20.0B |
| MICROSOFT CORPMSFT | 87 funds | $28.2B |
| ALPHABET INC-CL AGOOGL | 85 funds | $16.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 85 funds | $2.8B |
| META PLATFORMS INC-CLASS AMETA | 84 funds | $9.6B |
| ALPHABET INC-CL CGOOG | 83 funds | $11.5B |
| TESLA INCTSLA | 83 funds | $9.2B |
| JPMORGAN CHASE & COJPM | 83 funds | $7.7B |
| CISCO SYSTEMS INCCSCO | 83 funds | $3.9B |
| BROADCOM INCAVGO | 82 funds | $14.9B |
Ranked by how many of AGGY's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| DGRWmc | 712 funds | $11.7B |
| IHDGmc | 220 funds | $1.6B |
| XSOEmc | 220 funds | $1.1B |
| HEDJcs | 212 funds | $729.0M |
| AGGYthis pagemc | 159 funds | $712.5M |
| IQDGmc | 135 funds | $539.7M |
| DDWMmc | 132 funds | $1.1B |
| DGRSmc | 116 funds | $191.9M |
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 AGGY
This stock 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/AGGY/capital-change-brief"
Use Arkolith's capital_change_brief for AGGY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AGGY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.