AGGA

Institutional Ownership

Top 22 Institutional Holders
HolderSharesDateChange% Held
Sound Income Strategies, LLC--Sep 30, 26-72.50K--
Astoria Portfolio Advisors LLC.1.68MJun 30, 26+369.09K78.24%
Hobbs Group Advisors, LLC839.14KJun 30, 26+79.42K39.09%
Oregon Pacific Wealth Management, LLC267.16KJun 30, 26-1.52K12.44%
Vermillion & White Wealth Management Group, LLC260.03KJun 30, 26+4.93K12.11%
Park Edge Advisors, LLC174.79KJun 30, 26+2.19K8.14%
SILVERLAKE WEALTH MANAGEMENT LLC91.09KJun 30, 26+6.43K4.24%
Latitude Advisors, LLC81.00KJun 30, 26+18.50K3.77%
Pensionmark Financial Group, LLC55.92KJun 30, 26--2.60%
GeoWealth Management, LLC53.69KJun 30, 26+8.53K2.50%
BLUEDOOR PRIVATE WEALTH, LLC51.11KJun 30, 26--2.38%
MIRAE ASSET SECURITIES (USA) INC.24.23KJun 30, 26+8.83K1.13%
Ashton Thomas Private Wealth, LLC19.59KJun 30, 26+18.85K0.91%
JANE STREET GROUP, LLC15.10KJun 30, 26+15.10K0.70%
CITADEL ADVISORS LLC15.10KJun 30, 26+15.10K0.70%
Onyx Bridge Wealth Group LLC14.18KJun 30, 26+4.71K0.66%
Stillwater Private Wealth, LLC13.02KJun 30, 26+13.02K0.61%
WealthTrak Capital Management LLC10.84KJun 30, 26+10.84K0.50%
4WEALTH ADVISORS, INC.8.53KJun 30, 26+8.53K0.40%
BlackDiamond Wealth Management Inc.--Jun 30, 26-13.39K--
Cambridge Investment Research Advisors, Inc.--Jun 30, 26-27.56K--
Sensible Financial Planning & Management, LLC.--Sep 30, 25-29.41K--

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.