AGD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +9.1% ·
share flow +9.1% ·
net new positions +8.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | +2 | 3.20M | $38.77M | +3 | −1 |
| Q1 2026 | 23 | +4 | 2.94M | $31.73M | +4 | — |
| Q4 2025 | 19 | 0 | 2.49M | $29.08M | — | — |
| Q3 2025 | 1 | — | 193.10K | $2.57M | — | — |
| Q4 2024 | 1 | +1 | 11.62K | $113,896 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 889.92K | +6.7% | $10.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 889.92K | +6.7% | $10.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 533.97K | +143.7% | $6.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 533.97K | +143.7% | $6.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 531.92K | -3.5% | $6.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 182.77K | -0.6% | $2.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 160.56K | -39.4% | $1.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 159.74K | -5.7% | $1.93M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 159.74K | -5.7% | $1.93M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 159.74K | -5.7% | $1.93M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 136.66K | -1.8% | $1.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 135.67K | +9.8% | $1.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | UBS Group AG | 96.79K | -17.0% | $1.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Cerity Partners LLC | 74.31K | +0.2% | $899,842 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 70.15K | +1.4% | $849,500 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 41.30K | +36.5% | $500,195 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 34.24K | +0.2% | $414,642 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 32.37K | +13.2% | $393,971 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 32.24K | +3.0% | $390,422 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Invesco Ltd. | 31.07K | New | $376,306 | 0.0% | New | 1 | SEC ↗ |
| 21 | Jane Street Group, Llc | 20.11K | -18.7% | $243,508 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Jane Street Group, Llc | 20.11K | -18.7% | $243,508 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Stifel Financial Corp | 14.04K | +3.0% | $170,040 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 10.78K | New | $130,558 | 0.0% | New | 1 | SEC ↗ |
| 25 | Fifth Third Bancorp | 8.36K | 0.0% | $101,179 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 4.34K | +0.5% | $52,616 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Us Bancorp \De\ | 205 | 0.0% | $2,483 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Assetmark, Inc | 13 | New | $157 | 0.0% | New | 1 | SEC ↗ |
| 29 | Citigroup Inc | 6 | 0.0% | $73 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Invesco Ltd. | $376,306 | 0.0% |
| Citadel Advisors | $130,558 | 0.0% |
| Assetmark, Inc | $157 | 0.0% |
Exited
| Susquehanna International… | $160,888 | was 0.0% |
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.