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Security record · archived quarter

AGIX

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025
12Tracked holders
+5Δ holders
1.87MShares held
$61.12MReported value
+6New positions
−1Exits
Strongly Rising 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 Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 57.76K $2.76M n/a −1
Q2 2026 23 +11 7.62M $357.07M +14 −3
Q1 2026 12 +5 1.87M $61.12M +6 −1
Q4 2025 7 +1 438.24K $15.91M +1 n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 800.00K New $26.22M 0.0% New 1 SEC ↗
2 Morgan Stanley ✦ 550.30K New $18.03M 0.0% New 1 SEC ↗ ×2
3 LPL Financial LLC 246.88K +123.7% $8.09M 0.0% ▲ Add 2 SEC ↗
4 Mariner, LLC 129.87K New $4.26M 0.0% New 1 SEC ↗
5 Jane Street Group, Llc 68.81K +157.6% $2.26M 0.0% ▲ Add 2 SEC ↗
6 Mml Investors Services, Llc 23.02K New $754,300 0.0% New 1 SEC ↗
7 Rockefeller Capital Management L.P. 19.93K New $653,106 0.0% New 1 SEC ↗
8 Citadel Advisors ✦ 18.40K +75.0% $603,034 0.0% ▲ Add 2 SEC ↗
9 UBS Group AG 4.74K -3.3% $155,297 0.0% ▼ Trim 2 SEC ↗
10 Simplex Trading, Llc 2.52K New $82,744 0.0% New 1 SEC ↗
11 Wells Fargo & Company/Mn 300 0.0% $9,831 0.0% Held 2 SEC ↗
12 Royal Bank Of Canada 253 -97.4% $8,000 0.0% ▼ Trim 2 SEC ↗

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

New buyers

Bank Of America Corp /De/ $26.22M 0.0%
Morgan Stanley $18.03M 0.0%
Mariner, LLC $4.26M 0.0%
Mml Investors Services, Llc $754,300 0.0%
Rockefeller Capital… $653,106 0.0%
Simplex Trading, Llc $82,744 0.0%

Exited

Susquehanna International… $10.01M 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: Q1 2026 · Methodology · Get this via the API