39 tracked 13F filers disclose a position in AGZD as of the latest SEC 13F filings, a combined $62.3M 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 | McAdam, LLC | $14.5M | 643K | ▲+114% Added · +342K sh | Q2 2026 | |
| 2 | WIN ADVISORS, INC | $10.0M | 441K | ▲New +441K sh | Q2 2026 | |
| 3 | LPL Financial LLC | $9.2M | 406K | ▲+3.7% Added · +14K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $5.6M | 248K | ▲+27% Added · +52K sh | Q1 2026 | |
| 5 | Trilogy Capital Inc. | $4.2M | 186K | ▼−21% Reduced · −48K sh | Q2 2026 | |
| 6 | Modern Wealth Management, LLC | $2.9M | 127K | ▼−16% Reduced · −25K sh | Q1 2026 | |
| 7 | UBS Group AG | $1.6M | 72K | ▲+73% Added · +31K sh | Q1 2026 | |
| 8 | ROYAL BANK OF CANADA | $1.5M | 67K | ▼−0.9% Reduced · −623 sh | Q1 2026 | |
| 9 | STIFEL FINANCIAL CORP | $1.3M | 57K | ▼−12% Reduced · −7K sh | Q1 2026 | |
| 10 | MILLINGTON SECURITIES, LLC | $1.3M | 56K | ▲New +56K sh | Q1 2026 | |
| 11 | CITADEL ADVISORS LLC | $1.2M | 52K | ▲+369% Added · +41K sh | Q1 2026 | |
| 12 | Sigma Planning Corp | $1.1M | 48K | ▼−36% Reduced · −26K sh | Q1 2026 | |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $894K | 40K | ▼−86% Reduced · −236K sh | Q1 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $797K | 35K | ▼−4.2% Reduced · −2K sh | Q1 2026 | |
| 15 | GreatBanc Trust CO | $730K | 32K | ▲+14% Added · +4K sh | Q2 2026 | |
| 16 | Ameritas Advisory Services, LLC | $665K | 30K | ▲+69% Added · +12K sh | Q1 2026 | |
| 17 | CREATIVE FINANCIAL DESIGNS INC /ADV | $666K | 29K | ▲+18% Added · +4K sh | Q2 2026 | |
| 18 | Equitable Holdings, Inc. | $611K | 27K | ▼−4.7% Reduced · −1K sh | Q1 2026 | |
| 19 | JANE STREET GROUP, LLC | $504K | 22K | ▲New +22K sh | Q1 2026 | |
| 20 | PFG Investments, LLC | $447K | 20K | ▲+0.5% Added · +95 sh | Q1 2026 | |
| 21 | Syntegra Private Wealth Group, LLC | $395K | 17K | —Held | Q2 2026 | |
| 22 | Kestra Advisory Services, LLC | $379K | 17K | ▲+16% Added · +2K sh | Q2 2026 | |
| 23 | GILPIN WEALTH MANAGEMENT, LLC | $354K | 16K | ▼−4.9% Reduced · −800 sh | Q2 2026 | |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $350K | 16K | ▼−55% Reduced · −19K sh | Q1 2026 | |
| 25 | INTERACTIVE FINANCIAL ADVISORS, INC. | $306K | 14K | ▲+4.6% Added · +596 sh | 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, 2 funds opened a new position in AGZD and 6 added to an existing one, while 3 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 |
|---|---|---|
| NVIDIA CORPNVDA | 11 funds | $4.0B |
| APPLE INCAAPL | 11 funds | $2.2B |
| AMAZON.COM INCAMZN | 11 funds | $2.1B |
| MICROSOFT CORPMSFT | 11 funds | $1.4B |
| META PLATFORMS INC-CLASS AMETA | 11 funds | $1.2B |
| BROADCOM INCAVGO | 11 funds | $1.2B |
| ALPHABET INC-CL AGOOGL | 11 funds | $1.0B |
| TESLA INCTSLA | 11 funds | $962.0M |
| JPMORGAN CHASE & COJPM | 11 funds | $877.1M |
| INVESCO QQQ TRUST SERIES 1QQQ | 11 funds | $765.7M |
| COSTCO WHOLESALE CORPCOST | 11 funds | $650.1M |
| MASTERCARD INC - AMA | 11 funds | $608.3M |
Ranked by how many of AGZD's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for AGZD
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/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 + Form 4 insider transactions + 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.