AGIX(AGIX)
AGIX
Institutional Ownership
Top 68 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 164.49K | Jun 30, 26 | +164.49K | 6.08% |
| Private Advisor Group, LLC | 153.65K | Jun 30, 26 | +139.21K | 5.68% |
| Belvedere Trading LLC | 93.79K | Jun 30, 26 | +93.79K | 3.47% |
| SBI Securities Co., Ltd. | 61.91K | Jun 30, 26 | +61.85K | 2.29% |
| Spence Asset Management | 60.71K | Jun 30, 26 | -3.10K | 2.25% |
| D.A. DAVIDSON & CO. | 43.80K | Jun 30, 26 | +43.80K | 1.62% |
| Stegent Equity Advisors, Inc. | 43.63K | Jun 30, 26 | +43.63K | 1.61% |
| Fortis Group Advisors, LLC | 40.59K | Jun 30, 26 | +40.59K | 1.50% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 31.56K | Jun 30, 26 | +31.56K | 1.17% |
| OPPENHEIMER & CO INC | 26.80K | Jun 30, 26 | -60 | 0.99% |
| SFG Wealth Management, LLC. | 23.25K | Jun 30, 26 | +23.25K | 0.86% |
| Brookwood Investment Group LLC | 17.98K | Jun 30, 26 | +476 | 0.66% |
| INSPIRION WEALTH ADVISORS, LLC | 12.93K | Jun 30, 26 | -- | 0.48% |
| PUREfi Wealth, LLC | 11.96K | Jun 30, 26 | +11.96K | 0.44% |
| PFG Investments, LLC | 10.68K | Jun 30, 26 | +10.68K | 0.39% |
| PCG Wealth Advisors, LLC | 8.40K | Jun 30, 26 | +8.40K | 0.31% |
| Total Clarity Wealth Management, Inc. | 8.11K | Jun 30, 26 | +8.11K | 0.30% |
| COMMONWEALTH EQUITY SERVICES, LLC | 7.00K | Jun 30, 26 | +7.00K | 0.26% |
| Brookstone Capital Management | 6.92K | Jun 30, 26 | +6.92K | 0.26% |
| J.W. COLE ADVISORS, INC. | 6.58K | Jun 30, 26 | +6.58K | 0.24% |
| Cambridge Investment Research Advisors, Inc. | 6.33K | Jun 30, 26 | +6.33K | 0.23% |
| Winthrop Advisory Group LLC | 6.00K | Jun 30, 26 | +6.00K | 0.22% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 5.62K | Jun 30, 26 | +5.62K | 0.21% |
| Dynamic Advisor Solutions LLC | 4.70K | Jun 30, 26 | +4.70K | 0.17% |
| FIRST HORIZON CORP | 2.45K | Jun 30, 26 | +2.45K | 0.09% |
| ORG Wealth Partners, LLC | 326 | Jun 30, 26 | -34 | 0.01% |
| Golden State Wealth Management, LLC | 305 | Jun 30, 26 | -49 | 0.01% |
| CENTRAL TRUST Co | 247 | Jun 30, 26 | +247 | 0.01% |
| BARRETT & COMPANY, INC. | 225 | Jun 30, 26 | +225 | 0.01% |
| NBC SECURITIES, INC. | 200 | Jun 30, 26 | +200 | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 200 | Jun 30, 26 | -- | 0.01% |
| Ronald Blue Trust, Inc. | 146 | Jun 30, 26 | -- | 0.01% |
| NBT BANK N A /NY | 100 | Jun 30, 26 | +100 | 0.00% |
| Noble Wealth Management PBC | 17 | Jun 30, 26 | -- | 0.00% |
| PFS Partners, LLC | 5 | Jun 30, 26 | +5 | 0.00% |
| Golden State Equity Partners | -- | Jun 30, 26 | -13.51K | -- |
| BANK OF AMERICA CORP /DE/ | 800.00K | Mar 31, 26 | +800.00K | 29.58% |
| MORGAN STANLEY | 550.30K | Mar 31, 26 | +550.30K | 20.35% |
| LPL Financial LLC | 246.88K | Mar 31, 26 | +136.50K | 9.13% |
| Mariner, LLC | 129.87K | Mar 31, 26 | +129.87K | 4.80% |
| JANE STREET GROUP, LLC | 68.81K | Mar 31, 26 | +42.10K | 2.54% |
| StoneX Group Inc. | 57.97K | Mar 31, 26 | +57.97K | 2.14% |
| GTS SECURITIES LLC | 30.29K | Mar 31, 26 | +30.29K | 1.12% |
| MML INVESTORS SERVICES, LLC | 23.02K | Mar 31, 26 | +23.02K | 0.85% |
| Rockefeller Capital Management L.P. | 19.93K | Mar 31, 26 | +19.93K | 0.74% |
| CITADEL ADVISORS LLC | 18.40K | Mar 31, 26 | +7.88K | 0.68% |
| Proactive Wealth Strategies LLC | 18.34K | Mar 31, 26 | +18.34K | 0.68% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 13.72K | Mar 31, 26 | -- | 0.51% |
| Perennial Investment Advisors, LLC | 10.78K | Mar 31, 26 | -140 | 0.40% |
| Resolute Wealth Strategies, LLC | 9.80K | Mar 31, 26 | +3.59K | 0.36% |
| IHT Wealth Management, LLC | 9.43K | Mar 31, 26 | +9.43K | 0.35% |
| Mutual Advisors, LLC | 8.11K | Mar 31, 26 | +8.11K | 0.30% |
| Independent Advisor Alliance | 8.01K | Mar 31, 26 | +8.01K | 0.30% |
| Wealthspire Advisors, LLC | 7.61K | Mar 31, 26 | +7.61K | 0.28% |
| Advisory Services Network, LLC | 5.74K | Mar 31, 26 | -- | 0.21% |
| UBS Group AG | 4.74K | Mar 31, 26 | -163 | 0.18% |
| SIMPLEX TRADING, LLC | 2.52K | Mar 31, 26 | +2.52K | 0.09% |
| Smartleaf Asset Management LLC | 435 | Mar 31, 26 | +435 | 0.02% |
| WELLS FARGO & COMPANY/MN | 300 | Mar 31, 26 | -- | 0.01% |
| TD Capital Management LLC | 261 | Mar 31, 26 | -- | 0.01% |
| ROYAL BANK OF CANADA | 253 | Mar 31, 26 | -9.50K | 0.01% |
| Western Wealth Management, LLC | 200 | Mar 31, 26 | +200 | 0.01% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 181 | Mar 31, 26 | +181 | 0.01% |
| TWIN PEAKS WEALTH ADVISORS, LLC | 106 | Mar 31, 26 | +106 | 0.00% |
| SRS Capital Advisors, Inc. | -- | Mar 31, 26 | -300 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Mar 31, 26 | -275.68K | -- |
| ORG Partners LLC | 989 | Dec 31, 25 | +989 | 0.04% |
| Global Retirement Partners, LLC | 6 | Dec 31, 25 | +6 | 0.00% |