Security record · archived quarter
AGOX
name pending profile ingest
14Tracked holders
0Δ holders
2.69MShares held
$76.88MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow 0.0% · 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 | Royal Bank Of Canada | 509.77K | n/a | $14.56M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 450.62K | n/a | $12.87M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Cetera Investment Advisers | 443.30K | n/a | $12.66M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 443.25K | n/a | $12.66M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 340.19K | n/a | $9.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Osaic Holdings, Inc. | 223.19K | n/a | $6.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Commonwealth Equity Services, Llc | 183.07K | n/a | $5.23M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 59.29K | n/a | $1.69M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Captrust Financial Advisors | 15.24K | n/a | $435,402 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jane Street Group, Llc | 12.68K | n/a | $362,169 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Lido Advisors, LLC | 8.22K | n/a | $252,262 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 1.19K | +58.4% | $34,016 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Morgan Stanley ✦ | 1.04K | 0.0% | $29,617 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 14 | Assetmark, Inc | 235 | n/a | $6,712 | 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): 42 holders, 8.63M shares, $229.13M 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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