Among active 13F managers last quarter, 1 opened and 8 added, while 6 reduced; the largest holder to move was McAdam, LLC (+114%).
44 tracked 13F filers disclose a position in AGZD as of the latest SEC 13F filings, a combined $74.0M 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 | McAdam, LLC | 643K | $14.5M | ▲+114% Added · +342K sh | Q2 2026 | |
| 2 | Win Advisors, Inc | 441K | $10.0M | ▲New +441K sh | Q2 2026 | |
| 3 | LPL Financial LLC | 406K | $9.2M | ▲+3.7% Added · +14K sh | Q1 2026 | |
| 4 | Sykon Capital LLC | 319K | $7.2M | ▲+213% Added · +217K sh | Q2 2026 | |
| 5 | Bank Of America Corp | 248K | $5.6M | ▲+27% Added · +52K sh | Q1 2026 | |
| 6 | Trilogy Capital Inc. | 186K | $4.2M | ▼−21% Reduced · −48K sh | Q2 2026 | |
| 7 | Modern Wealth Management, LLC | 107K | $2.4M | ▼−16% Reduced · −20K sh | Q2 2026 | |
| 8 | Silver Oak Securities, Incorporated | 81K | $1.8M | ▼−5.3% Reduced · −5K sh | Q2 2026 | |
| 9 | AXS Investments LLC | 76K | $1.7M | ▼−29% Reduced · −31K sh | Q2 2026 | |
| 10 | UBS Group AG | 72K | $1.6M | ▲+73% Added · +31K sh | Q1 2026 | |
| 11 | Royal Bank Of Canada | 67K | $1.5M | ▼−0.9% Reduced · −623 sh | Q1 2026 | |
| 12 | Ameritas Advisory Services, LLC | 58K | $1.3M | ▲+96% Added · +28K sh | Q2 2026 | |
| 13 | Stifel Financial Corp | 57K | $1.3M | ▼−12% Reduced · −7K sh | Q1 2026 | |
| 14 | Wbi Investments, LLC | 51K | $1.1M | ▼−8.9% Reduced · −5K sh | Q2 2026 | |
| 15 | Global Retirement Partners, LLC | 49K | $1.1M | ▲+4.0% Added · +2K sh | Q2 2026 | |
| 16 | Sigma Planning Corp | 48K | $1.1M | ▲+0.9% Added · +442 sh | Q2 2026 | |
| 17 | Envestnet Asset Management Inc | 40K | $894K | ▼−86% Reduced · −236K sh | Q1 2026 | |
| 18 | Citadel Advisors LLC | 36K | $815K | ▼−30% Reduced · −16K sh | Q2 2026 | |
| 19 | Osaic Holdings, Inc. | 35K | $797K | ▼−4.2% Reduced · −2K sh | Q1 2026 | |
| 20 | GreatBanc Trust CO | 32K | $730K | ▲+14% Added · +4K sh | Q2 2026 | |
| 21 | Creative Financial Designs Inc | 29K | $666K | ▲+18% Added · +4K sh | Q2 2026 | |
| 22 | Jane Street Group, LLC | 22K | $504K | ▲New +22K sh | Q1 2026 | |
| 23 | PFG Investments, LLC | 20K | $447K | ▲+0.5% Added · +95 sh | Q1 2026 | |
| 24 | Equitable Holdings, Inc. | 20K | $443K | ▼−28% Reduced · −8K sh | Q2 2026 | |
| 25 | Syntegra Private Wealth Group, LLC | 17K | $395K | —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 AGZD and 8 added to an existing one, while 6 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 |
|---|---|---|
| Crowdstrike Holdings Inc - ACRWD | 16 funds | $305.4M |
| Nvidia CorpNVDA | 15 funds | $3.3B |
| Apple IncAAPL | 15 funds | $3.3B |
| Amazon.com IncAMZN | 15 funds | $3.1B |
| Microsoft CorpMSFT | 15 funds | $1.9B |
| Broadcom IncAVGO | 15 funds | $1.4B |
| Alphabet Inc-CL AGOOGL | 15 funds | $1.4B |
| Advanced Micro DevicesAMD | 15 funds | $1.1B |
| Invesco QQQ Trust Series 1QQQ | 15 funds | $1.1B |
| JPMorgan Chase & CoJPM | 15 funds | $941.2M |
| SS SPDR S&P 500 ETF Trust-USSPY | 15 funds | $886.2M |
| Micron Technology IncMU | 15 funds | $884.8M |
Ranked by how many of AGZD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AGZD.
No filings captured for this ticker in the live stream yet.
Connected entities for AGZD
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/AGZD/capital-change-brief"
Use Arkolith's capital_change_brief for AGZD. 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 AGZD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.