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AGIX

Institutional Ownership

Top 104 Institutional Holders
HolderSharesDateChange% Held
IMC-Chicago, LLC3.65MSep 30, 26+3.65M135.14%
LPL Financial LLC1.03MSep 30, 26+7.63K38.18%
Private Advisor Group, LLC167.49KSep 30, 26+13.83K6.19%
BROWN WEALTH MANAGEMENT, LLC123.26KSep 30, 26+123.26K4.56%
Proactive Wealth Strategies LLC83.13KSep 30, 26+3.65K3.07%
StoneX Group Inc.80.87KSep 30, 26+7.82K2.99%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC57.76KSep 30, 26+26.20K2.14%
Westwind Capital57.00KSep 30, 26-3.71K2.11%
SBI Securities Co., Ltd.43.45KSep 30, 26-18.46K1.61%
UBS Group AG34.96KSep 30, 26+31.03K1.29%
OPPENHEIMER & CO INC26.37KSep 30, 26-4300.98%
SFG Wealth Management, LLC.23.54KSep 30, 26+2870.87%
Ascentis Independent Advisors22.96KSep 30, 26+22.96K0.85%
D.A. DAVIDSON & CO.19.59KSep 30, 26-24.21K0.72%
Golden State Wealth Management, LLC18.13KSep 30, 26+17.82K0.67%
Stegent Equity Advisors, Inc.17.56KSep 30, 26-26.07K0.65%
Belvedere Trading LLC14.94KSep 30, 26-78.85K0.55%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV13.72KSep 30, 26--0.51%
INSPIRION WEALTH ADVISORS, LLC12.93KSep 30, 26--0.48%
PUREfi Wealth, LLC11.96KSep 30, 26--0.44%
Total Clarity Wealth Management, Inc.9.00KSep 30, 26+8850.33%
Apollon Wealth Management, LLC8.58KSep 30, 26+8.58K0.32%
Bank of New York Mellon Corp8.35KSep 30, 26+8.35K0.31%
HighPoint Advisor Group LLC8.35KSep 30, 26+7560.31%
HighTower Advisors, LLC8.18KSep 30, 26+8960.30%
TD Capital Management LLC7.67KSep 30, 26+2840.28%
PCG Wealth Advisors, LLC7.47KSep 30, 26-9330.28%
COMMONWEALTH EQUITY SERVICES, LLC7.43KSep 30, 26+4290.27%
Cambridge Investment Research Advisors, Inc.7.27KSep 30, 26+9440.27%
Brookstone Capital Management6.98KSep 30, 26+620.26%
CIBC WORLD MARKET INC.6.87KSep 30, 26+4680.25%
Rollins Financial Advisors, LLC6.62KSep 30, 26-1.25K0.24%
CREATIVE FINANCIAL DESIGNS INC /ADV6.61KSep 30, 26+9880.24%
Winthrop Advisory Group LLC6.00KSep 30, 26--0.22%
Vise Technologies, Inc.5.56KSep 30, 26-3070.21%
Sowell Financial Services LLC5.38KSep 30, 26+5.38K0.20%
FIRST HORIZON CORP3.03KSep 30, 26+5840.11%
BANK OF MONTREAL /CAN/2.78KSep 30, 26+570.10%
SIMPLEX TRADING, LLC1.45KSep 30, 26-2.92K0.05%
Ascentis Wealth Management, LLC1.13KSep 30, 26+8030.04%
Birchwood Financial Partners, Inc.1.08KSep 30, 26+1490.04%
Allworth Financial LP518Sep 30, 26--0.02%
Smartleaf Asset Management LLC435Sep 30, 26--0.02%
Global Retirement Partners, LLC300Sep 30, 26--0.01%
CENTRAL TRUST Co247Sep 30, 26--0.01%
BARRETT & COMPANY, INC.225Sep 30, 26--0.01%
GROUP ONE TRADING LLC186Sep 30, 26-6.86K0.01%
Jacobi Capital Management LLC180Sep 30, 26+1800.01%
Blue Trust, Inc.146Sep 30, 26--0.01%
DeDora Capital, Inc.113Sep 30, 26+1130.00%
HIGHLINE WEALTH PARTNERS LLC100Sep 30, 26-1000.00%
LANARK FINANCIAL, INC.75Sep 30, 26-1250.00%
IFP Advisors, Inc35Sep 30, 26+350.00%
HARBOUR INVESTMENTS, INC.29Sep 30, 26+290.00%
Noble Wealth Management PBC17Sep 30, 26--0.00%
PFS Partners, LLC5Sep 30, 26--0.00%
Essential Investment Partners LLC--Sep 30, 26-10--
Fortis Group Advisors, LLC--Sep 30, 26-40.59K--
J.W. COLE ADVISORS, INC.--Sep 30, 26-6.58K--
Dynamic Advisor Solutions LLC--Sep 30, 26-4.70K--
NBT BANK, N.A.--Sep 30, 26-100--
MORGAN STANLEY5.70MJun 30, 26+5.15M210.71%
OSAIC HOLDINGS, INC.200.49KJun 30, 26+200.49K7.41%
ENVESTNET ASSET MANAGEMENT INC164.49KJun 30, 26+164.49K6.08%
MML INVESTORS SERVICES, LLC156.03KJun 30, 26+133.01K5.77%
GTS SECURITIES LLC101.87KJun 30, 26+71.58K3.77%
Proactive Wealth Strategies LLC79.47KJun 30, 26+61.13K2.94%
BANK OF AMERICA CORP /DE/50.00KJun 30, 26-750.00K1.85%
Cetera Investment Advisers41.82KJun 30, 26+41.82K1.55%
Rockefeller Capital Management L.P.35.34KJun 30, 26+15.41K1.31%
STIFEL FINANCIAL CORP35.16KJun 30, 26+35.16K1.30%
NewEdge Advisors, LLC27.19KJun 30, 26+27.19K1.01%
JANE STREET GROUP, LLC24.89KJun 30, 26-43.92K0.92%
SUSQUEHANNA INTERNATIONAL GROUP, LLP22.84KJun 30, 26+22.84K0.84%
Marex Group Ltd18.79KJun 30, 26+18.79K0.69%
Brookwood Investment Group LLC17.98KJun 30, 26+4760.66%
Equitable Holdings, Inc.13.97KJun 30, 26+13.97K0.52%
Kingsview Wealth Management, LLC10.90KJun 30, 26+10.90K0.40%
PFG Investments, LLC10.68KJun 30, 26+10.68K0.39%
Resolute Wealth Strategies, LLC10.00KJun 30, 26+2000.37%
Waverly Advisors, LLC9.59KJun 30, 26+9.59K0.35%
Wealthspire Advisors, LLC9.07KJun 30, 26+1.46K0.34%
IHT Wealth Management, LLC8.65KJun 30, 26-7740.32%
&PARTNERS8.22KJun 30, 26+8.22K0.30%
Perennial Investment Advisors, LLC8.09KJun 30, 26-2.69K0.30%
Mutual Advisors, LLC7.96KJun 30, 26-1510.29%
Janney Montgomery Scott LLC7.90KJun 30, 26+7.90K0.29%
Beacon Pointe Advisors, LLC6.99KJun 30, 26+6.99K0.26%
Advisory Services Network, LLC6.95KJun 30, 26+1.21K0.26%
Focus Partners Wealth4.68KJun 30, 26+4.68K0.17%
UBS Group AG3.92KJun 30, 26-8150.15%
Steward Partners Investment Advisory, LLC3.40KJun 30, 26+3.40K0.13%
Ankerstar Wealth, LLC1.85KJun 30, 26-8560.07%
ROYAL BANK OF CANADA675Jun 30, 26+4220.02%
Arax Advisory Partners300Jun 30, 26+3000.01%
Integrated Wealth Concepts LLC200Jun 30, 26+2000.01%
MERCER GLOBAL ADVISORS INC /ADV200Jun 30, 26+2000.01%
MARK SHEPTOFF FINANCIAL PLANNING, LLC181Jun 30, 26--0.01%
Qube Research & Technologies Ltd123Jun 30, 26+1230.00%
WELLS FARGO & COMPANY/MN--Jun 30, 26-300--
Mariner, LLC--Jun 30, 26-129.87K--
TWIN PEAKS WEALTH ADVISORS, LLC--Jun 30, 26-106--
CITADEL ADVISORS LLC--Jun 30, 26-18.40K--
ORG Partners LLC989Dec 31, 25+9890.04%

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

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