Among active 13F managers last quarter, 1 opened and 1 added, while none reduced or exited; the largest holder to move was Prospera Financial Services Inc (+0.2%).
23 tracked 13F filers disclose a position in AGQI as of the latest SEC 13F filings, a combined $12.0M 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 | Morgan Stanley | 186K | $3.2M | ▼−7.5% Reduced · −15K sh | Q1 2026 | |
| 2 | Atlas Wealth LLC | 137K | $2.5M | ▼−5.0% Reduced · −7K sh | Q2 2026 | |
| 3 | Prospera Financial Services Inc | 56K | $1.0M | ▲+0.2% Added · +124 sh | Q2 2026 | |
| 4 | LPL Financial LLC | 46K | $779K | ▼−2.9% Reduced · −1K sh | Q1 2026 | |
| 5 | Raymond James Financial Inc | 45K | $770K | ▼−4.0% Reduced · −2K sh | Q1 2026 | |
| 6 | 1776 Wealth LLC | 34K | $611K | —Held | Q2 2026 | |
| 7 | Global Retirement Partners, LLC | 33K | $600K | —Held | Q2 2026 | |
| 8 | Osaic Holdings, Inc. | 33K | $560K | ▼−5.1% Reduced · −2K sh | Q1 2026 | |
| 9 | Jane Street Group, LLC | 28K | $485K | ▲+45% Added · +9K sh | Q1 2026 | |
| 10 | Diversified Trust Co | 27K | $480K | —Held | Q2 2026 | |
| 11 | Centric Wealth Management | 18K | $313K | —Held | Q2 2026 | |
| 12 | Stifel Financial Corp | 13K | $221K | ▼−0.4% Reduced · −48 sh | Q1 2026 | |
| 13 | Royal Bank Of Canada | 9K | $152K | ▼−33% Reduced · −4K sh | Q1 2026 | |
| 14 | International Assets Investment Management, LLC | 6K | $114K | —Held | Q2 2026 | |
| 15 | UBS Group AG | 5K | $92K | ▼−6.2% Reduced · −357 sh | Q1 2026 | |
| 16 | O'shaughnessy Asset Management, LLC | 3K | $53K | —Held | Q2 2026 | |
| 17 | AE Wealth Management LLC | 3K | $43K | —Held | Q1 2026 | |
| 18 | Wells Fargo & Company | 2K | $31K | ▼−87% Reduced · −12K sh | Q1 2026 | |
| 19 | Harbour Investments, Inc. | 2K | $26K | ▲New +2K sh | Q1 2026 | |
| 20 | Fifth Third Bancorp | 1K | $17K | ▲New +1K sh | Q1 2026 | |
| 21 | Steward Partners Investment Advisory, LLC | 600 | $11K | ▼−75% Reduced · −2K sh | Q2 2026 | |
| 22 | Lanark Financial, Inc. | 500 | $9K | —Held | Q2 2026 | |
| 23 | Aptus Capital Advisors, LLC | 326 | $6K | —Held | 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, 1 fund opened a new position in AGQI and 1 added to an existing one, while none reduced or exited. 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 |
|---|---|---|
| Apple IncAAPL | 7 funds | $2.2B |
| Nvidia CorpNVDA | 7 funds | $1.7B |
| Microsoft CorpMSFT | 7 funds | $943.6M |
| Amazon.com IncAMZN | 7 funds | $844.2M |
| Ste STR SPDR PT S&P 500 ETFSPYM | 7 funds | $779.7M |
| Alphabet Inc-CL AGOOGL | 7 funds | $708.6M |
| Alphabet Inc-CL CGOOG | 7 funds | $665.8M |
| Broadcom IncAVGO | 7 funds | $633.5M |
| Vanguard S&P 500 ETFVOO | 7 funds | $560.3M |
| Vanguard Total Intl StockVXUS | 7 funds | $543.8M |
| SS SPDR S&P 500 ETF Trust-USSPY | 7 funds | $489.8M |
| Invesco QQQ Trust Series 1QQQ | 7 funds | $488.3M |
Ranked by how many of AGQI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AGQI.
| Class | 13F holders | Value held |
|---|---|---|
| BUFRmc | 502 funds | $7.5B |
| FIXDmc | 294 funds | $2.6B |
| UCONmc | 256 funds | $2.7B |
| FFEBmc | 167 funds | $358.2M |
| FAUGmc | 165 funds | $241.3M |
| FJANmc | 148 funds | $372.8M |
| EIPImc | 144 funds | $354.3M |
| FMAYmc | 144 funds | $294.8M |
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 AGQI
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/AGQI/capital-change-brief"
Use Arkolith's capital_change_brief for AGQI. 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 AGQI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.