Among active 13F managers last quarter, 4 opened and 5 added, while 10 reduced; the largest holder to move was Berman McAleer LLC (−0.4%). No recent Form 4 insider filings for AGOX.
No leg leans either way.
44 tracked 13F filers disclose a position in AGOX as of the latest SEC 13F filings, a combined $285.7M 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 | Berman McAleer LLC | 2.2M | $77.2M | ▼−0.4% Reduced · −10K sh | Q2 2026 | |
| 2 | Ameritas Advisory Services, LLC | 1.5M | $51.9M | ▲+57% Added · +542K sh | Q2 2026 | |
| 3 | Royal Bank Of Canada | 918K | $24.4M | ▲+80% Added · +409K sh | Q1 2026 | |
| 4 | Kestra Private Wealth Services, LLC | 699K | $24.2M | ▼−23% Reduced · −208K sh | Q2 2026 | |
| 5 | Cetera Investment Advisers | 438K | $11.7M | ▼−1.2% Reduced · −5K sh | Q1 2026 | |
| 6 | Envestnet Asset Management Inc | 436K | $11.6M | ▼−3.2% Reduced · −15K sh | Q1 2026 | |
| 7 | LPL Financial LLC | 410K | $10.9M | ▼−7.6% Reduced · −34K sh | Q1 2026 | |
| 8 | UBS Group AG | 342K | $9.1M | ▲+0.4% Added · +1K sh | Q1 2026 | |
| 9 | Stratos Wealth Partners, LTD. | 279K | $9.7M | ▼−0.1% Reduced · −349 sh | Q2 2026 | |
| 10 | Octavia Wealth Advisors, LLC | 271K | $9.4M | ▲+11% Added · +27K sh | Q2 2026 | |
| 11 | Partners Wealth Management, LLC | 221K | $7.7M | ▲+4.3% Added · +9K sh | Q2 2026 | |
| 12 | Commonwealth Equity Services, LLC | 199K | $5.3M | ▲+8.4% Added · +15K sh | Q1 2026 | |
| 13 | Osaic Holdings, Inc. | 185K | $4.9M | ▼−17% Reduced · −38K sh | Q1 2026 | |
| 14 | WealthPlan Investment Management, LLC | 143K | $5.0M | ▼−22% Reduced · −41K sh | Q2 2026 | |
| 15 | Global Retirement Partners, LLC | 112K | $3.9M | ▼−9.0% Reduced · −11K sh | Q2 2026 | |
| 16 | WealthPLAN Partners, LLC | 84K | $2.9M | ▼−37% Reduced · −49K sh | Q2 2026 | |
| 17 | Integrity Alliance, LLC. | 61K | $2.1M | ▲+1.1% Added · +650 sh | Q2 2026 | |
| 18 | NewEdge Advisors, LLC | 59K | $2.0M | ▼−0.8% Reduced · −512 sh | Q2 2026 | |
| 19 | Raymond James Financial Inc | 59K | $1.6M | ▼−1.2% Reduced · −731 sh | Q1 2026 | |
| 20 | Firethorn Wealth Partners, LLC | 52K | $1.8M | ▲+59% Added · +19K sh | Q2 2026 | |
| 21 | Empirical Asset Management, LLC | 45K | $1.6M | ▲+0.8% Added · +378 sh | Q2 2026 | |
| 22 | Goldstone Financial Group, LLC | 29K | $1.0M | ▼−5.3% Reduced · −2K sh | Q2 2026 | |
| 23 | Foundations Investment Advisors, LLC | 27K | $720K | ▼−38% Reduced · −17K sh | Q1 2026 | |
| 24 | Avior Wealth Management, LLC | 26K | $687K | —Held | Q1 2026 | |
| 25 | GTS Securities LLC | 23K | $609K | ▲+56% Added · +8K 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 AGOX and 5 added to an existing one, while 10 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 21 funds | $5.1B |
| Nvidia CorpNVDA | 21 funds | $4.7B |
| Micron Technology IncMU | 21 funds | $1.9B |
| Microsoft CorpMSFT | 21 funds | $1.9B |
| Broadcom IncAVGO | 21 funds | $1.6B |
| Meta Platforms Inc-Class AMETA | 21 funds | $1.5B |
| Alphabet Inc-CL CGOOG | 21 funds | $1.2B |
| SS SPDR S&P 500 ETF Trust-USSPY | 21 funds | $1.1B |
| Costco Wholesale CorpCOST | 21 funds | $742.6M |
| Johnson & JohnsonJNJ | 21 funds | $711.1M |
| Coca-Cola CoKO | 21 funds | $605.6M |
| Caterpillar IncCAT | 21 funds | $543.5M |
Ranked by how many of AGOX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AGOX.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 14 | 19 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| AGOXthis pageFUND | 44 funds | $285.7M |
| AMAXADAPTIVE HDGD MU | 23 funds | $42.6M |
| RHRXRH TACTICAL ROT | 11 funds | $13.4M |
| RHTXRH TACTICAL OUTL | 10 funds | $6.2M |
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 AGOX
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.
13F holdings + Form 4 insider transactions + the live filing stream, joined for AGOX. Filings are public domain, sourced to SEC EDGAR.