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Security record

AGIX

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025
24Tracked holders
+12Δ holders
7.62MShares held
$357.41MReported value
+15New positions
−3Exits
Strongly Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow +30.0% · net new positions +20.0% — 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 24 +12 7.62M $357.41M +15 −3
Q1 2026 12 +5 1.87M $61.12M +6 −1
Q4 2025 7 +1 438.24K $15.91M +1 —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 5.70M +935.4% $267.17M 0.0% ▲ Add 2 SEC ↗ ×2
2 LPL Financial LLC 1.02M +315.1% $48.05M 0.0% ▲ Add 3 SEC ↗
3 Osaic Holdings, Inc. 200.49K New $9.40M 0.0% New 1 SEC ↗ ×3
4 Envestnet Asset Management Inc 164.49K New $7.71M 0.0% New 1 SEC ↗
5 Mml Investors Services, Llc 156.03K +577.8% $7.32M 0.0% ▲ Add 2 SEC ↗
6 Belvedere Trading LLC 93.79K New $4.40M 0.4% New 1 SEC ↗
7 Bank Of America Corp /De/ 50.00K -93.8% $2.34M 0.0% ▼ Trim 2 SEC ↗
8 Cetera Investment Advisers 41.82K New $1.96M 0.0% New 1 SEC ↗
9 Rockefeller Capital Management L.P. 35.34K +77.3% $1.66M 0.0% ▲ Add 2 SEC ↗
10 Stifel Financial Corp 35.16K New $1.65M 0.0% New 1 SEC ↗ ×2
11 Wealth Enhancement Advisory… 31.56K New $1.43M 0.0% New 1 SEC ↗
12 Jane Street Group, Llc 24.89K -63.8% $1.17M 0.0% ▼ Trim 3 SEC ↗
13 Susquehanna International Group, Llp 22.84K New $1.07M 0.0% New 1 SEC ↗
14 HighTower Advisors, LLC 7.29K New $341,705 0.0% New 1 SEC ↗
15 Group One Trading Llc 7.05K New $330,434 0.0% New 1 SEC ↗
16 Commonwealth Equity Services, Llc 7.00K New $328,370 0.0% New 1 SEC ↗
17 Cibc World Market Inc. 6.40K New $299,955 0.0% New 1 SEC ↗
18 Focus Partners Wealth 4.68K New $219,632 0.0% New 1 SEC ↗
19 Simplex Trading, Llc 4.36K +72.8% $204,627 0.0% ▲ Add 2 SEC ↗
20 UBS Group AG 3.92K -17.2% $183,996 0.0% ▼ Trim 3 SEC ↗ ×3
21 Bank Of Montreal /Can/ 2.73K New $127,776 0.0% New 1 SEC ↗ ×2
22 Royal Bank Of Canada 675 +166.8% $32,000 0.0% ▲ Add 3 SEC ↗
23 Qube Research & Technologies Ltd 123 New $5,767 0.0% New 1 SEC ↗
24 Assetmark, Inc 0 New $4 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

Exited

Mariner, LLC $4.26M was 0.0%
Citadel Advisors $603,034 was 0.0%
Wells Fargo & Company/Mn $9,831 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 42 holders, 2.20M shares, $69.99M 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