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.
| # | 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 | Prime Capital Investment Advisors, LLC | $29.4M | 676K | ▲New +676K sh | Q1 2026 | |
| 6 | HighTower Advisors, LLC | $27.2M | 627K | ▼−12% Reduced · −83K sh | Q1 2026 | |
| 7 | Savant Capital, LLC | $25.5M | 588K | ▼−1.6% Reduced · −9K sh | Q1 2026 | |
| 8 | UBS Group AG | $25.4M | 585K | ▲+8.2% Added · +44K sh | Q1 2026 | |
| 9 | WealthPlan Investment Management, LLC | $22.1M | 508K | ▲+111% Added · +267K sh | Q1 2026 | |
| 10 | Private Advisor Group, LLC | $18.8M | 432K | ▲+4.5% Added · +19K sh | Q1 2026 | |
| 11 | FIRST FOUNDATION ADVISORS | $13.9M | 321K | ▲+3.4% Added · +10K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $12.3M | 283K | ▲+10% Added · +26K sh | Q1 2026 | |
| 13 | CITIZENS FINANCIAL GROUP INC/RI | $11.6M | 267K | ▲+9.3% Added · +23K sh | Q1 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $11.5M | 265K | ▼−6.8% Reduced · −19K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $11.5M | 264K | ▲+10% Added · +24K sh | Q1 2026 | |
| 16 | Atria Investments, Inc | $11.4M | 263K | ▲+0.7% Added · +2K sh | Q1 2026 | |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | $11.2M | 258K | ▲+10% Added · +23K sh | Q1 2026 | |
| 18 | Smartleaf Asset Management LLC | $10.9M | 251K | ▲+3.9% Added · +9K sh | Q1 2026 | |
| 19 | Cetera Investment Advisers | $9.1M | 209K | ▲+38% Added · +58K sh | Q1 2026 | |
| 20 | Vestmark Advisory Solutions, Inc. | $6.9M | 159K | ▲+7.1% Added · +11K sh | Q1 2026 | |
| 21 | RFG Advisory, LLC | $6.7M | 154K | ▲+1.6% Added · +2K sh | Q2 2026 | |
| 22 | STIFEL FINANCIAL CORP | $5.9M | 136K | ▼−0.8% Reduced · −1K sh | Q1 2026 | |
| 23 | Mariner, LLC | $5.6M | 129K | ▼−1.0% Reduced · −1K sh | Q1 2026 | |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $5.2M | 120K | ▲+91% Added · +57K sh | Q1 2026 | |
| 25 | WELLS FARGO & COMPANY/MN | $5.0M | 116K | ▼−7.5% Reduced · −9K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 49 funds | $13.3B |
| MICROSOFT CORPMSFT | 49 funds | $10.0B |
| JPMORGAN CHASE & COJPM | 49 funds | $4.7B |
| ALPHABET INC-CL CGOOG | 49 funds | $4.4B |
| VANGUARD FTSE DEVELOPED ETFVEA | 49 funds | $3.5B |
| JOHNSON & JOHNSONJNJ | 49 funds | $2.9B |
| WALMART INCWMT | 49 funds | $2.4B |
| CHEVRON CORPCVX | 49 funds | $2.1B |
| MERCK & CO. INC.MRK | 49 funds | $1.6B |
| PROCTER & GAMBLE CO/THEPG | 49 funds | $1.6B |
| COCA-COLA CO/THEKO | 49 funds | $1.5B |
| VERIZON COMMUNICATIONS INCVZ | 49 funds | $1.1B |
Ranked by how many of AGGY'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 + 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. Every panel above is one call to the Arkolith API & MCP server.