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Security record

AGGH

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024
17Tracked holders
+2Δ holders
3.24MShares held
$65.41MReported value
+6New positions
−4Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +13.3% · share flow +18.7% · net new positions +11.8%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 17 +2 3.24M $65.41M +6 −4
Q1 2026 15 +2 2.73M $55.58M +5 −3
Q4 2025 13 -2 2.23M $46.25M −2
Q3 2025 3 +1 36.82K $762,523 +1
Q1 2025 1 0 59.58K $1.26M
Q4 2024 1 0 96.95K $2.00M
Q3 2024 1 0 19.56K $424,734
Q2 2024 1 10.07K $209,074
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Envestnet Asset Management Inc 1.35M +12.8% $27.23M 0.0% ▲ Add 3 SEC ↗
2 LPL Financial LLC 1.14M +41.6% $23.07M 0.0% ▲ Add 3 SEC ↗
3 Osaic Holdings, Inc. 471.44K +12.4% $9.51M 0.0% ▲ Add 3 SEC ↗
4 Osaic Holdings, Inc. 471.44K +12.4% $9.51M 0.0% ▲ Add 3 SEC ↗
5 Osaic Holdings, Inc. 471.44K +12.4% $9.51M 0.0% ▲ Add 3 SEC ↗
6 Osaic Holdings, Inc. 471.44K +12.4% $9.51M 0.0% ▲ Add 3 SEC ↗
7 Commonwealth Equity Services, Llc 74.43K +25.9% $1.50M 0.0% ▲ Add 3 SEC ↗
8 Raymond James Financial Inc 43.26K New $872,615 0.0% New 1 SEC ↗
9 Raymond James Financial Inc 43.26K New $872,615 0.0% New 1 SEC ↗
10 Jane Street Group, Llc 38.12K -53.5% $768,961 0.0% ▼ Trim 2 SEC ↗
11 Bank Of America Corp /De/ 30.93K New $623,919 0.0% New 1 SEC ↗
12 Mml Investors Services, Llc 27.70K +19.4% $558,709 0.0% ▲ Add 3 SEC ↗
13 Goldman Sachs Group 19.07K New $384,743 0.0% New 1 SEC ↗
14 Mercer Global Advisors Inc /Adv 17.62K 0.0% $355,444 0.0% ▼ Trim 3 SEC ↗
15 Royal Bank Of Canada 12.27K -6.6% $248,000 0.0% ▼ Trim 3 SEC ↗
16 Royal Bank Of Canada 12.27K -6.6% $248,000 0.0% ▼ Trim 3 SEC ↗
17 Royal Bank Of Canada 12.27K -6.6% $248,000 0.0% ▼ Trim 3 SEC ↗
18 JPMorgan Chase 8.61K +42.4% $174,160 0.0% ▲ Add 2 SEC ↗
19 Pnc Financial Services Group, Inc. 2.40K New $48,408 0.0% New 1 SEC ↗
20 Pnc Financial Services Group, Inc. 2.40K New $48,408 0.0% New 1 SEC ↗
21 Us Bancorp \De\ 1.16K New $23,478 0.0% New 1 SEC ↗
22 Fifth Third Bancorp 725 0.0% $14,623 0.0% Held 2 SEC ↗
23 Morgan Stanley 565 0.0% $11,411 0.0% Held 4 SEC ↗
24 Morgan Stanley 565 0.0% $11,411 0.0% Held 4 SEC ↗
25 Jones Financial Companies Lllp 519 New $10,499 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Raymond James Financial Inc $872,615 0.0%
Raymond James Financial Inc $872,615 0.0%
Bank Of America Corp /De/ $623,919 0.0%
Goldman Sachs Group $384,743 0.0%
Pnc Financial Services Group… $48,408 0.0%
Pnc Financial Services Group… $48,408 0.0%
Us Bancorp \De\ $23,478 0.0%
Jones Financial Companies Lllp $10,499 0.0%

Exited

Cetera Investment Advisers $880,230 was 0.0%
Citadel Advisors $822,344 was 0.0%
Wealth Enhancement Advisory… $432,453 was 0.0%
UBS Group AG $2,238 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 88 holders, 15.65M shares, $303.54M 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: Q2 2026 · Methodology · Get this via the API