Security record · archived quarter
AGZ
name pending profile ingest
38Tracked holders
+3Δ holders
2.38MShares held
$260.76MReported value
+4New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +8.6% ·
share flow +6.4% ·
net new positions +7.9%
— 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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | -2 | 2.50M | $272.96M | +2 | −4 |
| Q1 2026 | 38 | +3 | 2.38M | $260.76M | +4 | −1 |
| Q4 2025 | 35 | +2 | 2.23M | $246.27M | +2 | — |
| Q3 2025 | 3 | -1 | 91.49K | $10.10M | — | −1 |
| Q2 2025 | 2 | 0 | 60.24K | $6.61M | — | — |
| Q1 2025 | 1 | 0 | 35.47K | $3.88M | — | — |
| Q4 2024 | 1 | 0 | 69.91K | $7.55M | — | — |
| Q3 2024 | 1 | +1 | 2.41K | $265,843 | +1 | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 500.17K | +5.4% | $54.87M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Stifel Financial Corp | 446.75K | +4.7% | $49.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Stifel Financial Corp | 446.75K | +4.7% | $49.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Stifel Financial Corp | 446.75K | +4.7% | $49.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 312.58K | +24.7% | $34.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 312.58K | +24.7% | $34.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 312.58K | +24.7% | $34.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 312.58K | +24.7% | $34.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 295.90K | +1.5% | $32.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 295.90K | +1.5% | $32.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Asset Management One Co., Ltd. | 119.83K | +15.7% | $13.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 97.63K | +11.0% | $10.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 97.63K | +11.0% | $10.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 68.37K | -8.8% | $7.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 68.37K | -8.8% | $7.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 65.70K | +7.6% | $7.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 65.70K | +7.6% | $7.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 65.70K | +7.6% | $7.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 64.63K | -3.0% | $7.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 61.90K | +67.9% | $6.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 61.90K | +67.9% | $6.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 54.79K | +13.9% | $6.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 54.79K | +13.9% | $6.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | LPL Financial LLC | 49.57K | +15.0% | $5.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 38.61K | +42.0% | $4.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 38.61K | +42.0% | $4.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 38.61K | +42.0% | $4.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Us Bancorp \De\ | 38.10K | -1.5% | $4.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Us Bancorp \De\ | 38.10K | -1.5% | $4.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Tidal Investments LLC | 20.98K | -20.6% | $2.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Envestnet Asset Management Inc | 20.01K | -22.8% | $2.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Jane Street Group, Llc | 19.19K | +61.7% | $2.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Mirae Asset Global Investments Co.… | 16.09K | 0.0% | $1.77M | 0.0% | Held | 2 | SEC ↗ |
| 34 | Cetera Investment Advisers | 12.60K | -30.9% | $1.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Cerity Partners LLC | 11.55K | -7.3% | $1.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Mercer Global Advisors Inc /Adv | 11.15K | New | $1.22M | 0.0% | New | 1 | SEC ↗ |
| 37 | Citadel Advisors ✦ | 9.95K | -57.5% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Commonwealth Equity Services, Llc | 9.63K | +3.8% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 6.22K | -4.6% | $683,142 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 6.22K | -4.6% | $683,142 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 6.22K | -4.6% | $683,142 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Deutsche Bank Ag\ | 4.98K | +898.2% | $546,466 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Deutsche Bank Ag\ | 4.98K | +898.2% | $546,466 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Deutsche Bank Ag\ | 4.98K | +898.2% | $546,466 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Baird Financial Group, Inc. | 4.40K | +0.5% | $482,943 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Focus Partners Wealth | 3.16K | +2.5% | $346,907 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Goldman Sachs Group ✦ | 2.81K | -88.6% | $308,395 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Royal Bank Of Canada | 2.25K | -32.5% | $247,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Royal Bank Of Canada | 2.25K | -32.5% | $247,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Royal Bank Of Canada | 2.25K | -32.5% | $247,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Susquehanna International Group, Llp | 2.24K | -75.2% | $245,750 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Fifth Third Bancorp | 2.04K | New | $224,357 | 0.0% | New | 1 | SEC ↗ |
| 53 | Corient Private Wealth LP | 2.00K | -46.5% | $218,872 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Rockefeller Capital Management L.P. | 392 | -41.1% | $43,057 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Jones Financial Companies Lllp | 225 | +58.5% | $24,626 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Fidelity (FMR) ✦ | 187 | -16.5% | $20,485 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 57 | Cwm, Llc | 109 | New | $11,958 | 0.0% | New | 1 | SEC ↗ |
| 58 | Franklin Resources Inc | 76 | New | $8,338 | 0.0% | New | 1 | SEC ↗ |
| 59 | Assetmark, Inc | 46 | -50.0% | $5,047 | 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
| Mercer Global Advisors Inc… | $1.22M | 0.0% |
| Fifth Third Bancorp | $224,357 | 0.0% |
| Cwm, Llc | $11,958 | 0.0% |
| Franklin Resources Inc | $8,338 | 0.0% |
Exited
| Quantinno Capital Management… | $210,025 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 145 holders, 3.69M shares, $404.03M 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 ·
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