Among active 13F managers last quarter, 18 opened and 7 added, while 3 reduced; the largest holder to move was StoneX Group Inc. (+26%).
67 tracked 13F filers disclose a position in AGIX as of the latest SEC 13F filings, a combined $108.1M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp | 800K | $26.2M | ▲471× Added · +798K sh | Q1 2026 | |
| 2 | Morgan Stanley | 550K | $18.0M | ▲New +550K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 247K | $8.1M | ▲+124% Added · +137K sh | Q1 2026 | |
| 4 | MML Investors Services, LLC | 156K | $7.3M | ▲+578% Added · +133K sh | Q2 2026 | |
| 5 | Private Advisor Group, LLC | 154K | $7.2M | ▲11× Added · +139K sh | Q2 2026 | |
| 6 | Mariner, LLC | 130K | $4.3M | ▲New +130K sh | Q1 2026 | |
| 7 | Proactive Wealth Strategies LLC | 79K | $3.7M | ▲+333% Added · +61K sh | Q2 2026 | |
| 8 | StoneX Group Inc. | 73K | $3.4M | ▲+26% Added · +15K sh | Q2 2026 | |
| 9 | Jane Street Group, LLC | 69K | $2.3M | ▲+158% Added · +42K sh | Q1 2026 | |
| 10 | SBI Securities Co., Ltd. | 62K | $2.9M | ▲1k× Added · +62K sh | Q2 2026 | |
| 11 | D.A. Davidson & Co. | 44K | $2.1M | ▲New +44K sh | Q2 2026 | |
| 12 | Stegent Equity Advisors, Inc. | 44K | $2.0M | ▲New +44K sh | Q2 2026 | |
| 13 | Fortis Group Advisors, LLC | 41K | $1.9M | ▲New +41K sh | Q2 2026 | |
| 14 | Wealth Enhancement Advisory Services, LLC | 32K | $1.4M | ▲New +32K sh | Q2 2026 | |
| 15 | GTS Securities LLC | 30K | $993K | ▲New +30K sh | Q1 2026 | |
| 16 | NewEdge Advisors, LLC | 27K | $1.3M | ▲New +27K sh | Q2 2026 | |
| 17 | Oppenheimer & Co Inc | 27K | $1.3M | ▼−0.2% Reduced · −60 sh | Q2 2026 | |
| 18 | SFG Wealth Management, LLC. | 23K | $1.1M | ▲New +23K sh | Q2 2026 | |
| 19 | Rockefeller Capital Management L.P. | 20K | $653K | ▲31× Added · +19K sh | Q1 2026 | |
| 20 | Marex Group Ltd | 19K | $881K | ▲New +19K sh | Q2 2026 | |
| 21 | Brookwood Investment Group LLC | 18K | $843K | ▲+2.7% Added · +476 sh | Q2 2026 | |
| 22 | Equitable Holdings, Inc. | 14K | $655K | ▲New +14K sh | Q2 2026 | |
| 23 | Mainstay Capital Management LLC | 14K | $643K | —Held | Q2 2026 | |
| 24 | Inspirion Wealth Advisors, LLC | 13K | $592K | —Held | Q2 2026 | |
| 25 | PUREfi Wealth, LLC | 12K | $561K | ▲New +12K 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, 18 funds opened a new position in AGIX and 7 added to an existing one, while 3 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 32 funds | $3.7B |
| Microsoft CorpMSFT | 32 funds | $2.6B |
| Alphabet Inc-CL AGOOGL | 32 funds | $1.7B |
| Alphabet Inc-CL CGOOG | 32 funds | $1.5B |
| Coca-Cola CoKO | 32 funds | $347.2M |
| Procter & Gamble CoPG | 32 funds | $319.6M |
| Apple IncAAPL | 31 funds | $3.7B |
| Vanguard S&P 500 ETFVOO | 31 funds | $2.7B |
| SS SPDR S&P 500 ETF Trust-USSPY | 31 funds | $2.4B |
| Amazon.com IncAMZN | 31 funds | $1.9B |
| Broadcom IncAVGO | 31 funds | $1.7B |
| Eli Lilly & CoLLY | 31 funds | $1.2B |
Ranked by how many of AGIX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AGIX.
| Class | 13F holders | Value held |
|---|---|---|
| KWEBmc | 284 funds | $3.2B |
| IVOLmc | 69 funds | $232.3M |
| AGIXthis pageUIT EXCHANGE TRADED | 67 funds | $108.1M |
| KOIDUIT EXCHANGE TRADED | 57 funds | $52.5M |
| KMLMUIT EXCHANGE TRADED | 55 funds | $77.1M |
| KBAmc | 45 funds | $41.2M |
| KRBNTRUST | 43 funds | $11.2M |
| KEMXmc | 33 funds | $62.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for AGIX
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/AGIX/capital-change-brief"
Use Arkolith's capital_change_brief for AGIX. 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 AGIX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.