138 tracked 13F filers disclose a position in AGZ as of the latest SEC 13F filings, a combined $383.2M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | $54.9M | 500K | ▲+5.4% Added · +26K sh | Q1 2026 | |
| 2 | STIFEL FINANCIAL CORP | $49.0M | 447K | ▲+4.7% Added · +20K sh | Q1 2026 | |
| 3 | Bank of New York Mellon Corp | $34.3M | 313K | ▲+25% Added · +62K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $32.5M | 296K | ▲+1.5% Added · +4K sh | Q1 2026 | |
| 5 | TRB Wealth Management, LLC | $15.1M | 139K | ▲+3.6% Added · +5K sh | Q2 2026 | |
| 6 | Mill Creek Capital Advisors, LLC | $13.9M | 127K | ▲+2.9% Added · +4K sh | Q1 2026 | |
| 7 | BAILARD, INC. | $13.7M | 126K | ▲+11% Added · +12K sh | Q2 2026 | |
| 8 | Asset Management One Co., Ltd. | $13.1M | 120K | ▲+16% Added · +16K sh | Q1 2026 | |
| 9 | UBS Group AG | $10.7M | 98K | ▲+11% Added · +10K sh | Q1 2026 | |
| 10 | KEYBANK NATIONAL ASSOCIATION/OH | $10.4M | 95K | ▲+0.8% Added · +709 sh | Q1 2026 | |
| 11 | EP Wealth Advisors, LLC | $7.6M | 69K | ▲20× Added · +66K sh | Q2 2026 | |
| 12 | MORGAN STANLEY | $7.5M | 68K | ▼−8.8% Reduced · −7K sh | Q1 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $7.2M | 66K | ▲+7.6% Added · +5K sh | Q1 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $7.1M | 65K | ▼−3.0% Reduced · −2K sh | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $6.8M | 62K | ▲+68% Added · +25K sh | Q1 2026 | |
| 16 | WELLS FARGO & COMPANY/MN | $6.0M | 55K | ▲+14% Added · +7K sh | Q1 2026 | |
| 17 | Summit Financial, LLC | $5.6M | 52K | ▼−1.1% Reduced · −553 sh | Q2 2026 | |
| 18 | LPL Financial LLC | $5.4M | 50K | ▲+15% Added · +6K sh | Q1 2026 | |
| 19 | PNC FINANCIAL SERVICES GROUP, INC. | $4.2M | 39K | ▲+42% Added · +11K sh | Q1 2026 | |
| 20 | Fluent Financial, LLC | $4.2M | 39K | ▲+6.2% Added · +2K sh | Q2 2026 | |
| 21 | US BANCORP \DE\ | $4.2M | 38K | ▼−1.5% Reduced · −579 sh | Q1 2026 | |
| 22 | Jaffetilchin Investment Partners, LLC | $3.9M | 36K | ▲+9.8% Added · +3K sh | Q1 2026 | |
| 23 | CVA Family Office, LLC | $3.2M | 29K | ▼−0.1% Reduced · −20 sh | Q2 2025 | |
| 24 | Hennion & Walsh Asset Management, Inc. | $2.9M | 26K | ▼−1.8% Reduced · −483 sh | Q2 2026 | |
| 25 | Focus Financial Network, Inc. | $2.7M | 24K | ▲+26% Added · +5K 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, 3 funds opened a new position in AGZ and 27 added to an existing one, while 15 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 69 funds | $22.6B |
| MICROSOFT CORPMSFT | 69 funds | $20.6B |
| AMAZON.COM INCAMZN | 69 funds | $17.2B |
| ALPHABET INC-CL AGOOGL | 68 funds | $15.9B |
| NVIDIA CORPNVDA | 67 funds | $28.9B |
| CISCO SYSTEMS INCCSCO | 67 funds | $5.6B |
| BROADCOM INCAVGO | 66 funds | $13.0B |
| META PLATFORMS INC-CLASS AMETA | 66 funds | $9.1B |
| JPMORGAN CHASE & COJPM | 66 funds | $7.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 66 funds | $2.2B |
| WALMART INCWMT | 65 funds | $5.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 65 funds | $3.3B |
Ranked by how many of AGZ's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| MUBcs | 1518 funds | $35.3B |
| EFViShares MSCI EAFE Value ETF | 1157 funds | $23.8B |
| EFGcs | 976 funds | $12.2B |
| ITAcs | 939 funds | $6.6B |
| MBBcs | 932 funds | $34.2B |
| IGSBcs | 926 funds | $15.2B |
| HYGiShares iBoxx $ High Yield Corporate Bond ETF USD Class | 888 funds | $20.2B |
| PFFcs | 884 funds | $5.0B |
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 AGZ
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/AGZ/capital-change-brief"
Use Arkolith's capital_change_brief for AGZ. 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 AGZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.