SA
AGGH

Institutional Ownership

Top 104 Institutional Holders
HolderSharesDateChange% Held
LPL Financial LLC1.28MSep 30, 26+137.75K8.74%
Sowell Financial Services LLC1.24MSep 30, 26+15.31K8.42%
AE Wealth Management LLC819.68KSep 30, 26+51.42K5.59%
IronBridge Private Wealth, LLC731.33KSep 30, 26+731.33K4.99%
Simplify Asset Management Inc.651.13KSep 30, 26-1.46M4.44%
PRINCIPAL SECURITIES, INC.614.76KSep 30, 26+106.55K4.19%
OSAIC HOLDINGS, INC.544.39KSep 30, 26+72.95K3.71%
Park Edge Advisors, LLC524.50KSep 30, 26+106.38K3.58%
Elevated Capital Advisors, LLC426.93KSep 30, 26+29.12K2.91%
Key Capital Management, INC214.57KSep 30, 26+9.85K1.46%
Orion Porfolio Solutions, LLC209.21KSep 30, 26+63.84K1.43%
EVOLUTION WEALTH MANAGEMENT INC.190.29KSep 30, 26+26.77K1.30%
CreativeOne Wealth, LLC141.99KSep 30, 26+30.95K0.97%
HOWARD BAILEY SECURITIES, LLC137.34KSep 30, 26-4.64K0.94%
B.O.S.S. Retirement Advisors, LLC118.90KSep 30, 26-3.11K0.81%
GeoWealth Management, LLC112.86KSep 30, 26+43.79K0.77%
Cambridge Investment Research Advisors, Inc.111.48KSep 30, 26+64.95K0.76%
Henderson Brothers Financial Partners, LLC104.79KSep 30, 26+104.79K0.71%
KESTRA PRIVATE WEALTH SERVICES, LLC101.09KSep 30, 26+1.11K0.69%
LANARK FINANCIAL, INC.92.63KSep 30, 26+10.64K0.63%
FSA Advisors, Inc.81.06KSep 30, 26-30.68K0.55%
Janney Montgomery Scott LLC68.08KSep 30, 26-7.34K0.46%
COMMONWEALTH EQUITY SERVICES, LLC67.21KSep 30, 26-7.22K0.46%
Blackston Financial Advisory Group, LLC59.87KSep 30, 26+590.41%
Networth Advisors, LLC52.77KSep 30, 26+3.49K0.36%
Private Advisor Group, LLC46.40KSep 30, 26-636.84K0.32%
Greykasell Wealth Strategies, Inc.41.52KSep 30, 26+7570.28%
Beacon Capital Management, LLC37.75KSep 30, 26-19.54K0.26%
THRIVENT FINANCIAL FOR LUTHERANS31.46KSep 30, 26+31.46K0.21%
Balance Wealth Partners LLC22.72KSep 30, 26-4820.15%
Lloyd Advisory Services, LLC.22.66KSep 30, 26-4130.15%
JPMORGAN CHASE & CO19.55KSep 30, 26+10.94K0.13%
CENTAURUS FINANCIAL, INC.19.32KSep 30, 26+6.27K0.13%
NWAM LLC19.20KSep 30, 26+30.13%
WealthCare Asset Management, LLC19.09KSep 30, 26-17.46K0.13%
Aspen Wealth Strategies, LLC17.12KSep 30, 26-3.37K0.12%
Paladin Wealth, LLC17.11KSep 30, 26+2.58K0.12%
Koshinski Asset Management, Inc.13.91KSep 30, 26+13.91K0.09%
Triad Wealth Partners, LLC13.19KSep 30, 26+13.19K0.09%
Mach-1 Financial Group, LLC13.07KSep 30, 26-6.00K0.09%
Advisor OS, LLC12.94KSep 30, 26+12.94K0.09%
PARK AVENUE SECURITIES LLC10.87KSep 30, 26-1450.07%
PNC FINANCIAL SERVICES GROUP, INC.10.00KSep 30, 26+7.60K0.07%
TOUNJIAN ADVISORY PARTNERS, LLC6.63KSep 30, 26-1410.05%
Buck Wealth Strategies, LLC1.38KSep 30, 26-2530.01%
Strive Financial Group ,LLC1.30KSep 30, 26-1000.01%
Montgomery Financial Services LLC1.22KSep 30, 26--0.01%
US BANCORP \DE\1.16KSep 30, 26--0.01%
FIFTH THIRD BANCORP725Sep 30, 26--0.00%
JANE STREET GROUP, LLC--Sep 30, 26-38.12K--
RAYMOND JAMES FINANCIAL INC--Sep 30, 26-43.26K--
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC--Sep 30, 26-1.69K--
Sigma Planning Corp--Sep 30, 26-12.46K--
Andina Capital Management, LLC--Sep 30, 26-15.19K--
GFS Advisors, LLC--Sep 30, 26-1.00K--
Prime Capital Investment Advisors, LLC--Sep 30, 26-17.20K--
WCG Wealth Advisors LLC2.29MJun 30, 26+421.36K15.61%
ENVESTNET ASSET MANAGEMENT INC1.35MJun 30, 26+153.42K9.20%
AE Wealth Management LLC768.25KJun 30, 26+64.57K5.24%
Stadion Money Management, LLC696.62KJun 30, 26+8.98K4.75%
PRINCIPAL SECURITIES, INC.508.21KJun 30, 26+103.02K3.46%
Brookwood Investment Group LLC475.32KJun 30, 26+6.53K3.24%
OSAIC HOLDINGS, INC.471.44KJun 30, 26+52.09K3.21%
Envestnet Portfolio Solutions, Inc.209.96KJun 30, 26+18.87K1.43%
Orion Porfolio Solutions, LLC145.37KJun 30, 26+11.21K0.99%
Copley Financial Group, Inc.128.94KJun 30, 26+128.94K0.88%
CreativeOne Wealth, LLC111.04KJun 30, 26+44.40K0.76%
Authentikos Wealth Advisory, LLC64.83KJun 30, 26-2.12K0.44%
Sanctuary Advisors, LLC64.26KJun 30, 26+8.55K0.44%
Advisory Services Network, LLC50.78KJun 30, 26-3.47K0.35%
RAYMOND JAMES FINANCIAL INC43.26KJun 30, 26+43.26K0.29%
Bay Rivers Group39.01KJun 30, 26+3.09K0.27%
JANE STREET GROUP, LLC38.12KJun 30, 26-43.90K0.26%
IHT Wealth Management, LLC35.60KJun 30, 26-3670.24%
BANK OF AMERICA CORP /DE/30.93KJun 30, 26+30.93K0.21%
J HAGAN CAPITAL, INC.30.30KJun 30, 26-4390.21%
MML INVESTORS SERVICES, LLC27.70KJun 30, 26+4.51K0.19%
Brown Financial Advisors26.86KJun 30, 26+26.86K0.18%
Aspen Wealth Strategies, LLC20.49KJun 30, 26+1760.14%
Mattson Financial Services, LLC19.90KJun 30, 26+19.90K0.14%
GOLDMAN SACHS GROUP INC19.07KJun 30, 26+19.07K0.13%
MERCER GLOBAL ADVISORS INC /ADV17.62KJun 30, 26-30.12%
ROYAL BANK OF CANADA12.27KJun 30, 26-8710.08%
JPMORGAN CHASE & CO8.61KJun 30, 26+2.56K0.06%
MORGAN STANLEY565Jun 30, 26--0.00%
JONES FINANCIAL COMPANIES LLLP519Jun 30, 26+5190.00%
IFS Group,LLC--Jun 30, 26-139.75K--
CITADEL ADVISORS LLC--Jun 30, 26-40.41K--
Steward Partners Investment Advisory, LLC--Jun 30, 26-953--
PIN OAK INVESTMENT ADVISORS INC--Jun 30, 26-100--
Legacy Wealth Managment, LLC/ID--Jun 30, 26-26.69K--
STANCE CAPITAL LLC--Jun 30, 26-3.41K--
Arkadios Wealth Advisors--Jun 30, 26-10.45K--
NewEdge Advisors, LLC--Jun 30, 26-14.04K--
Cetera Investment Advisers--Jun 30, 26-43.26K--
UBS Group AG--Jun 30, 26-110--
FOUNDATIONS INVESTMENT ADVISORS, LLC--Jun 30, 26-15.40K--
Prosperity Wealth Management, Inc.60.40KDec 31, 25+1.10K0.41%
COMERICA BANK--Dec 31, 25-1.65K--
Guerra Advisors Inc7.64KSep 30, 25+7.64K0.05%
NAPA WEALTH MANAGEMENT--Sep 30, 25-10.14K--
AVANTAX ADVISORY SERVICES, INC.138.55KJun 30, 25+12.50K0.94%
Legacy Investment Solutions, LLC27.09KJun 30, 25+27.09K0.18%
Atria Wealth Solutions, Inc.12.15KJun 30, 25+1.35K0.08%

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.