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/AGOX/capital-change-brief"
Use Arkolith's capital_change_brief for AGOX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Berman McAleer LLC | $77.2M | 2.2M | ▼−0.4% Reduced · −10K sh | Q2 2026 | |
| 2 | Ameritas Advisory Services, LLC | $25.4M | 955K | ▼−0.9% Reduced · −8K sh | Q1 2026 | |
| 3 | ROYAL BANK OF CANADA | $24.4M | 918K | ▲+80% Added · +409K sh | Q1 2026 | |
| 4 | KESTRA PRIVATE WEALTH SERVICES, LLC | $24.1M | 907K | ▼−9.4% Reduced · −94K sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | $11.7M | 438K | ▼−1.2% Reduced · −5K sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $11.6M | 436K | ▼−3.2% Reduced · −15K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $10.9M | 410K | ▼−7.6% Reduced · −34K sh | Q1 2026 | |
| 8 | UBS Group AG | $9.1M | 342K | ▲+0.4% Added · +1K sh | Q1 2026 | |
| 9 | Stratos Wealth Partners, LTD. | $7.4M | 279K | ▼−0.1% Reduced · −372 sh | Q1 2026 | |
| 10 | Octavia Wealth Advisors, LLC | $9.4M | 271K | ▲+11% Added · +27K sh | Q2 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $5.3M | 199K | ▲+8.4% Added · +15K sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $4.9M | 185K | ▼−17% Reduced · −38K sh | Q1 2026 | |
| 13 | WealthPlan Investment Management, LLC | $4.9M | 184K | ▼−47% Reduced · −161K sh | Q1 2026 | |
| 14 | INTEGRITY ALLIANCE, LLC. | $1.6M | 60K | —Held | Q1 2026 | |
| 15 | NewEdge Advisors, LLC | $1.6M | 60K | ▼−4.7% Reduced · −3K sh | Q1 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $1.6M | 59K | ▼−1.2% Reduced · −731 sh | Q1 2026 | |
| 17 | FIRETHORN WEALTH PARTNERS, LLC | $1.8M | 52K | ▲+59% Added · +19K sh | Q2 2026 | |
| 18 | Prime Capital Investment Advisors, LLC | $823K | 31K | ▲+85% Added · +14K sh | Q1 2026 | |
| 19 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $720K | 27K | ▼−38% Reduced · −17K sh | Q1 2026 | |
| 20 | Avior Wealth Management, LLC | $687K | 26K | —Held | Q1 2026 | |
| 21 | GTS SECURITIES LLC | $609K | 23K | ▲+56% Added · +8K sh | Q1 2026 | |
| 22 | CITADEL ADVISORS LLC | $467K | 18K | ▲New +18K sh | Q1 2026 | |
| 23 | Atria Investments, Inc | $333K | 13K | ▼−0.2% Reduced · −27 sh | Q1 2026 | |
| 24 | CENTAURUS FINANCIAL, INC. | $296K | 11K | —Held | Q1 2026 | |
| 25 | PRINCIPAL SECURITIES, INC. | $224K | 8K | ▼−9.9% Reduced · −923 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.
| Class | 13F holders | Value held |
|---|---|---|
| AGOXthis pageFUND | 35 funds | $237.8M |
| AMAXADAPTIVE HDGD MU | 17 funds | $26.5M |
| RHRXRH TACTICAL ROT | 10 funds | $8.1M |
| RHTXRH TACTICAL OUTL | 9 funds | $5.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 17 funds | $8.4B |
| APPLE INCAAPL | 17 funds | $6.8B |
| ISHARES CORE S&P 500 ETFIVV | 17 funds | $6.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 17 funds | $4.7B |
| MICROSOFT CORPMSFT | 17 funds | $4.7B |
| AMAZON.COM INCAMZN | 17 funds | $4.5B |
| META PLATFORMS INC-CLASS AMETA | 17 funds | $2.9B |
| BROADCOM INCAVGO | 17 funds | $2.9B |
| JPMORGAN CHASE & COJPM | 17 funds | $2.5B |
| ALPHABET INC-CL CGOOG | 17 funds | $2.0B |
| MICRON TECHNOLOGY INCMU | 17 funds | $2.0B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 17 funds | $2.0B |
Ranked by how many of AGOX'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 AGOX. 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.