Security record · archived quarter
AGEM
name pending profile ingest
16Tracked holders
0Δ holders
280.16KShares held
$10.77MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +3.7% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 61.10K | — | $2.35M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Truist Financial Corp | 57.37K | — | $2.20M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 38.36K | — | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Jane Street Group, Llc | 28.90K | — | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 25.72K | — | $987,309 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Morgan Stanley ✦ | 14.31K | +203.4% | $549,405 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 11.03K | — | $443,804 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 11.18K | — | $429,183 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Commonwealth Equity Services, Llc | 8.59K | — | $329,550 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cerity Partners LLC | 8.13K | — | $312,262 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Fidelity (FMR) ✦ | 5.60K | +5.2% | $214,962 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 5.49K | — | $210,876 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 2.56K | — | $98,342 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 1.27K | — | $48,787 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 429 | — | $16,467 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 114 | — | $4,000 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 44 holders, 2.67M shares, $108.19M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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