AGD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +21.1% ·
share flow +17.8% ·
net new positions +17.4%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 834.14K | +55.2% | $9.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 550.91K | -18.4% | $5.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 265.14K | +4.8% | $2.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 219.10K | +5.5% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 183.90K | +21.4% | $1.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 169.35K | +6.7% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 7 | Osaic Holdings, Inc. | 139.10K | +6.4% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 123.58K | +3925.3% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 116.64K | -10.6% | $1.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Cerity Partners LLC | 74.13K | +0.3% | $800,556 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 69.14K | -7.4% | $746,740 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 34.18K | +0.4% | $369,181 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 31.31K | New | $338,186 | 0.0% | New | 1 | SEC ↗ |
| 14 | Cetera Investment Advisers | 30.27K | +2.7% | $326,889 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 28.59K | +83.1% | $312,767 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Jane Street Group, Llc | 24.73K | New | $267,052 | 0.0% | New | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 14.90K | New | $160,888 | 0.0% | New | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 13.63K | +22.7% | $147,158 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Fifth Third Bancorp | 8.36K | New | $90,234 | 0.0% | New | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 4.32K | +0.7% | $46,673 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Cwm, Llc | 2.10K | 0.0% | $22,702 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Us Bancorp \De\ | 205 | 0.0% | $2,214 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Citigroup Inc | 6 | 0.0% | $65 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| HighTower Advisors, LLC | $338,186 | 0.0% |
| Jane Street Group, Llc | $267,052 | 0.0% |
| Susquehanna International… | $160,888 | 0.0% |
| Fifth Third Bancorp | $90,234 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 66 holders, 4.74M shares, $43.44M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.