Security record
AGIX
name pending profile ingest
24Tracked holders
+12Δ holders
7.62MShares held
$357.41MReported value
+15New positions
−3Exits
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.70M | +935.4% | $267.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 5.70M | +935.4% | $267.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 1.02M | +315.1% | $48.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 200.49K | New | $9.40M | 0.0% | New | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 200.49K | New | $9.40M | 0.0% | New | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 200.49K | New | $9.40M | 0.0% | New | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 164.49K | New | $7.71M | 0.0% | New | 1 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 156.03K | +577.8% | $7.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Belvedere Trading LLC | 93.79K | New | $4.40M | 0.4% | New | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 50.00K | -93.8% | $2.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 41.82K | New | $1.96M | 0.0% | New | 1 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 35.34K | +77.3% | $1.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Stifel Financial Corp | 35.16K | New | $1.65M | 0.0% | New | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 35.16K | New | $1.65M | 0.0% | New | 1 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 31.56K | New | $1.43M | 0.0% | New | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 24.89K | -63.8% | $1.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 22.84K | New | $1.07M | 0.0% | New | 1 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 7.29K | New | $341,705 | 0.0% | New | 1 | SEC ↗ |
| 19 | Group One Trading Llc | 7.05K | New | $330,434 | 0.0% | New | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 7.00K | New | $328,370 | 0.0% | New | 1 | SEC ↗ |
| 21 | Cibc World Market Inc. | 6.40K | New | $299,955 | 0.0% | New | 1 | SEC ↗ |
| 22 | Focus Partners Wealth | 4.68K | New | $219,632 | 0.0% | New | 1 | SEC ↗ |
| 23 | Simplex Trading, Llc | 4.36K | +72.8% | $204,627 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | UBS Group AG | 3.92K | -17.2% | $183,996 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | UBS Group AG | 3.92K | -17.2% | $183,996 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | UBS Group AG | 3.92K | -17.2% | $183,996 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 2.73K | New | $127,776 | 0.0% | New | 1 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 2.73K | New | $127,776 | 0.0% | New | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 675 | +166.8% | $32,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Qube Research & Technologies Ltd | 123 | New | $5,767 | 0.0% | New | 1 | SEC ↗ |
| 31 | 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
| Osaic Holdings, Inc. | $9.40M | 0.0% |
| Osaic Holdings, Inc. | $9.40M | 0.0% |
| Osaic Holdings, Inc. | $9.40M | 0.0% |
| Envestnet Asset Management Inc | $7.71M | 0.0% |
| Belvedere Trading LLC | $4.40M | 0.4% |
| Cetera Investment Advisers | $1.96M | 0.0% |
| Stifel Financial Corp | $1.65M | 0.0% |
| Stifel Financial Corp | $1.65M | 0.0% |
| Wealth Enhancement Advisory… | $1.43M | 0.0% |
| Susquehanna International… | $1.07M | 0.0% |
| HighTower Advisors, LLC | $341,705 | 0.0% |
| Group One Trading Llc | $330,434 | 0.0% |
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 ·
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