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Security record · archived quarter

AGOX

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025
15Tracked holders
+1Δ holders
3.03MShares held
$80.67MReported value
+2New positions
−1Exits
Strongly Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +7.1% · share flow +12.6% · net new positions +6.7% — 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
Q2 2026 16 +1 3.12M $107.98M +3 −2
Q1 2026 15 +1 3.03M $80.67M +2 −1
Q4 2025 14 0 2.69M $76.88M — —
Q3 2025 2 — 1.79K $54,917 — —
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Royal Bank Of Canada 918.50K +80.2% $24.45M 0.0% ▲ Add 2 SEC ↗
2 Cetera Investment Advisers 438.15K -1.2% $11.66M 0.0% ▼ Trim 2 SEC ↗
3 Envestnet Asset Management Inc 435.99K -3.2% $11.61M 0.0% ▼ Trim 2 SEC ↗
4 LPL Financial LLC 409.68K -7.6% $10.91M 0.0% ▼ Trim 2 SEC ↗
5 UBS Group AG 341.56K +0.4% $9.09M 0.0% ▲ Add 2 SEC ↗ ×2
6 Commonwealth Equity Services, Llc 198.54K +8.4% $5.29M 0.0% ▲ Add 2 SEC ↗
7 Osaic Holdings, Inc. 184.71K -17.2% $4.92M 0.0% ▼ Trim 2 SEC ↗ ×2
8 Raymond James Financial Inc 58.56K -1.2% $1.56M 0.0% ▼ Trim 2 SEC ↗
9 Citadel Advisors ✦ 17.54K New $466,915 0.0% New 1 SEC ↗
10 Captrust Financial Advisors 15.24K 0.0% $405,826 0.0% Held 2 SEC ↗
11 Lido Advisors, LLC 8.22K 0.0% $218,763 0.0% Held 2 SEC ↗
12 JPMorgan Chase ✦ 1.54K +29.0% $39,584 0.0% ▲ Add 3 SEC ↗
13 Morgan Stanley ✦ 1.04K -0.1% $27,578 0.0% ▼ Trim 3 SEC ↗
14 Fifth Third Bancorp 1.03K New $27,463 0.0% New 1 SEC ↗
15 Assetmark, Inc 235 0.0% $6,256 0.0% Held 2 SEC ↗

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

New buyers

Citadel Advisors $466,915 0.0%
Fifth Third Bancorp $27,463 0.0%

Exited

Jane Street Group, Llc $362,169 was 0.0%

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: Q1 2026 · Methodology · Get this via the API