AGGH

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$19.89

-0.06 (-0.30%)

USD · as of 2026-07-28 · marketstack

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Institutional ownership· 13F filers holding AGGH · 2026-Q1 methodology → sources →

89 holders

% of shares outstanding held

—

Shares held (13F)

15,656,176

Reporting holders

Top holders

largest 89 of 89 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Simplify Asset Management Inc.	2,109,1272.1M	$43M	—	ADD 13%
2	WCG Wealth Advisors LLC	1,867,8141.9M	$38M	—	NEW
3	Sowell Financial Services LLC	1,198,6671.2M	$24M	—	NEW
4	ENVESTNET ASSET MANAGEMENT INC	1,196,6951.2M	$24M	—	ADD 10%
5	LPL Financial LLC	807,669807,669	$16M	—	ADD 98%
6	WealthPlan Investment Management, LLC	718,613718,613	$15M	—	ADD 178%
7	AE Wealth Management LLC	703,684703,684	$14M	—	TRIM -8%
8	Stadion Money Management, LLC	687,642687,642	$14M	—	—
9	Great Diamond Partners, LLC	569,038569,038	$12M	—	ADD 18%
10	Brookwood Investment Group LLC	468,796468,796	$10M	—	ADD 1180%
11	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	423,120423,120	$9M	—	ADD 224%
12	OSAIC HOLDINGS, INC.	419,351419,351	$9M	—	TRIM -29%
13	Park Edge Advisors, LLC	410,019410,019	$8M	—	ADD 13%
14	PRINCIPAL SECURITIES, INC.	405,197405,197	$8M	—	ADD 89%
15	Elevated Capital Advisors, LLC	351,530351,530	$7M	—	ADD 51%
16	Financial Enhancement Group LLC	284,674284,674	$6M	—	TRIM -6%
17	Envestnet Portfolio Solutions, Inc.	191,098191,098	$4M	—	ADD 8%
18	Key Capital Management, INC	186,376186,376	$4M	—	ADD 25%
19	RiverTree Advisors, LLC	156,859156,859	$3M	—	NEW
20	IFS Group,LLC	139,748139,748	$3M	—	NEW
21	HOWARD BAILEY SECURITIES, LLC	139,538139,538	$3M	—	ADD 13%
22	EVOLUTION WEALTH MANAGEMENT INC.	136,124136,124	$3M	—	ADD 56%
23	Orion Porfolio Solutions, LLC	134,159134,159	$3M	—	—
24	B.O.S.S. Retirement Advisors, LLC	112,296112,296	$2M	—	ADD 9%
25	FSA Advisors, Inc.	97,36997,369	$2M	—	ADD 7%
26	KESTRA PRIVATE WEALTH SERVICES, LLC	89,32989,329	$2M	—	ADD 33%
27	JANE STREET GROUP, LLC	82,02882,028	$2M	—	NEW
28	Beacon Capital Management, LLC	74,85774,857	$2M	—	TRIM -32%
29	NWAM LLC	69,68369,683	$1M	—	—
30	Authentikos Wealth Advisory, LLC	66,94966,949	$1M	—	TRIM -6%
31	CreativeOne Wealth, LLC	66,64066,640	$1M	—	TRIM -10%
32	GeoWealth Management, LLC	64,00364,003	$1M	—	NEW
33	COMMONWEALTH EQUITY SERVICES, LLC	59,10959,109	$1M	—	ADD 67%
34	NBC SECURITIES, INC.	58,51358,513	$1M	—	ADD 2778%
35	Sanctuary Advisors, LLC	55,70455,704	$1M	—	ADD 63%
36	Blackston Financial Advisory Group, LLC	54,76854,768	$1M	—	ADD 25%
37	Financial Partners Group, Inc	54,30754,307	$1M	—	ADD 17%
38	Advisory Services Network, LLC	54,25154,251	$1M	—	ADD 3%
39	KG Capital Management	54,22254,222	$1M	—	ADD 6%
40	Cetera Investment Advisers	43,25543,255	$880,230	—	TRIM -19%
41	Networth Advisors, LLC	41,99241,992	$854,537	—	ADD 29%
42	CITADEL ADVISORS LLC	40,41040,410	$822,344	—	NEW
43	Greykasell Wealth Strategies, Inc.	40,04340,043	$814,871	—	—
44	IHT Wealth Management, LLC	35,96635,966	$731,911	—	ADD 46%
45	Bay Rivers Group	35,92235,922	$731,013	—	ADD 29%
46	Integrated Advisors Network LLC	33,79033,790	$687,620	—	TRIM -37%
47	J HAGAN CAPITAL, INC.	30,73730,737	$625,498	—	TRIM -61%
48	Legacy Wealth Managment, LLC/ID	26,69226,692	$543,183	—	ADD 13%
49	WealthPLAN Partners, LLC	26,42526,425	$537,749	—	ADD 19%
50	WINNOW WEALTH LLC	25,92225,922	$527,503	—	ADD 3%
51	Worth Asset Management, LLC	25,81325,813	$525,295	—	ADD 5%
52	Balance Wealth, LLC	23,38223,382	$475,833	—	TRIM -29%
53	MML INVESTORS SERVICES, LLC	23,19223,192	$471,963	—	ADD 95%
54	Mach-1 Financial Group, LLC	22,04522,045	$448,620	—	TRIM -2%
55	Cooper Financial Group	21,80521,805	$443,732	—	—
56	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	21,19921,199	$432,453	—	NEW
57	Aspen Wealth Strategies, LLC	20,31320,313	$413,367	—	ADD 26%
58	Revisor Wealth Management LLC	18,96818,968	$385,990	—	—
59	WealthCare Asset Management, LLC	18,00418,004	$366,387	—	NEW
60	MERCER GLOBAL ADVISORS INC /ADV	17,62517,625	$358,659	—	—
61	Prime Capital Investment Advisors, LLC	17,20017,200	$350,020	—	—
62	INDEPENDENT FINANCIAL GROUP, LLC	16,22016,220	$330,077	—	NEW
63	Andina Capital Management, LLC	15,85315,853	$322,609	—	TRIM -54%
64	Foundations Investment Advisors, LLC	15,40515,405	$313,485	—	TRIM -18%
65	PARK AVENUE SECURITIES LLC	15,28215,282	$311,000	—	—
66	Secure Asset Management, LLC	14,77014,770	$300,564	—	NEW
67	Independent Advisor Alliance	14,08114,081	$286,547	—	NEW
68	Fifth Third Securities, Inc.	13,97613,976	$284,412	—	NEW
69	ROYAL BANK OF CANADA	13,14513,145	$268,000	—	ADD 80%
70	Decker Retirement Planning Inc.	12,20712,207	$248,405	—	TRIM -6%
71	CENTAURUS FINANCIAL, INC.	11,80011,800	$240,000	—	NEW
72	Retirement Planning Group, LLC	11,63411,634	$236,754	—	NEW
73	Arkadios Wealth Advisors	10,44910,449	$212,638	—	ADD 8%
74	Sigma Planning Corp	10,14510,145	$206,444	—	ADD 4%
75	Cambridge Investment Research Advisors, Inc.	10,02510,025	$204,000	—	NEW
76	POM Investment Strategies, LLC	8,8118,811	$179,302	—	TRIM -96%
77	JPMORGAN CHASE & CO	6,0446,044	$122,784	—	NEW
78	STANCE CAPITAL LLC	3,4073,407	$69,332	—	NEW
79	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	2,5642,564	$52,142	—	—
80	Farther Finance Advisors, LLC	1,5091,509	$30,691	—	—
81	Strive Financial Group ,LLC	1,4601,460	$30,000	—	NEW
82	Steward Partners Investment Advisory, LLC	953953	$19,394	—	TRIM -93%
83	FIFTH THIRD BANCORP	725725	$14,754	—	NEW
84	NewEdge Advisors, LLC	14,03514,035	$14,035	—	—
85	MORGAN STANLEY	565565	$11,505	—	—
86	Sound Income Strategies, LLC	435435	$8,848	—	TRIM -76%
87	Triumph Capital Management	200200	$4,070	—	—
88	UBS Group AG	110110	$2,238	—	TRIM -88%
89	PIN OAK INVESTMENT ADVISORS INC	100100	$2,000	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Simplify Asset Management Inc.

5.2M

3.7M

1.9M

2.1M

$43M

WCG Wealth Advisors LLC

—

1.9M

$38M

Sowell Financial Services LLC

—

1.2M

$24M

ENVESTNET ASSET MANAGEMENT INC

—

30K

194K

129K

1.1M

1.2M

$24M

LPL Financial LLC

455K

442K

498K

314K

407K

808K

$16M

WealthPlan Investment Management, LLC

—

258K

719K

$15M

AE Wealth Management LLC

18K

62K

200K

489K

767K

704K

$14M

Stadion Money Management, LLC

699K

670K

659K

627K

678K

688K

$14M

Great Diamond Partners, LLC

—

421K

461K

481K

569K

$12M

Brookwood Investment Group LLC

—

39K

28K

37K

469K

$10M

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

—

131K

423K

$9M

OSAIC HOLDINGS, INC.

1.0M

272K

1.3M

942K

590K

419K

$9M

Park Edge Advisors, LLC

248K

140K

186K

363K

364K

410K

$8M

PRINCIPAL SECURITIES, INC.

25K

113K

143K

214K

405K

$8M

Elevated Capital Advisors, LLC

—

191K

233K

352K

$7M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	89	15,656,176	—	$318M
2025-Q4	80	10,329,937	—	$214M
2025-Q3	65	10,407,350	—	$216M
2025-Q2	57	11,263,720	—	$232M
2025-Q1	50	10,005,786	—	$211M
2024-Q4	37	8,900,357	—	$184M
2024-Q3	31	8,190,797	—	$180M
2024-Q2	21	6,863,611	—	$143M
2024-Q1	19	6,686,413	—	$143M
2023-Q4	9	5,641,912	—	$125M
2023-Q3	7	3,306,991	—	$71M
2023-Q2	4	387,720	—	$9M
2023-Q1	3	233,753	—	$5M

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding AGGH · 2026-Q1 methodology → sources →

89 holders

% of shares outstanding held

—

Shares held (13F)

15,656,176

Reporting holders

Top holders

largest 89 of 89 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Simplify Asset Management Inc.	2,109,1272.1M	$43M	—	ADD 13%
2	WCG Wealth Advisors LLC	1,867,8141.9M	$38M	—	NEW
3	Sowell Financial Services LLC	1,198,6671.2M	$24M	—	NEW
4	ENVESTNET ASSET MANAGEMENT INC	1,196,6951.2M	$24M	—	ADD 10%
5	LPL Financial LLC	807,669807,669	$16M	—	ADD 98%
6	WealthPlan Investment Management, LLC	718,613718,613	$15M	—	ADD 178%
7	AE Wealth Management LLC	703,684703,684	$14M	—	TRIM -8%
8	Stadion Money Management, LLC	687,642687,642	$14M	—	—
9	Great Diamond Partners, LLC	569,038569,038	$12M	—	ADD 18%
10	Brookwood Investment Group LLC	468,796468,796	$10M	—	ADD 1180%
11	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	423,120423,120	$9M	—	ADD 224%
12	OSAIC HOLDINGS, INC.	419,351419,351	$9M	—	TRIM -29%
13	Park Edge Advisors, LLC	410,019410,019	$8M	—	ADD 13%
14	PRINCIPAL SECURITIES, INC.	405,197405,197	$8M	—	ADD 89%
15	Elevated Capital Advisors, LLC	351,530351,530	$7M	—	ADD 51%
16	Financial Enhancement Group LLC	284,674284,674	$6M	—	TRIM -6%
17	Envestnet Portfolio Solutions, Inc.	191,098191,098	$4M	—	ADD 8%
18	Key Capital Management, INC	186,376186,376	$4M	—	ADD 25%
19	RiverTree Advisors, LLC	156,859156,859	$3M	—	NEW
20	IFS Group,LLC	139,748139,748	$3M	—	NEW
21	HOWARD BAILEY SECURITIES, LLC	139,538139,538	$3M	—	ADD 13%
22	EVOLUTION WEALTH MANAGEMENT INC.	136,124136,124	$3M	—	ADD 56%
23	Orion Porfolio Solutions, LLC	134,159134,159	$3M	—	—
24	B.O.S.S. Retirement Advisors, LLC	112,296112,296	$2M	—	ADD 9%
25	FSA Advisors, Inc.	97,36997,369	$2M	—	ADD 7%
26	KESTRA PRIVATE WEALTH SERVICES, LLC	89,32989,329	$2M	—	ADD 33%
27	JANE STREET GROUP, LLC	82,02882,028	$2M	—	NEW
28	Beacon Capital Management, LLC	74,85774,857	$2M	—	TRIM -32%
29	NWAM LLC	69,68369,683	$1M	—	—
30	Authentikos Wealth Advisory, LLC	66,94966,949	$1M	—	TRIM -6%
31	CreativeOne Wealth, LLC	66,64066,640	$1M	—	TRIM -10%
32	GeoWealth Management, LLC	64,00364,003	$1M	—	NEW
33	COMMONWEALTH EQUITY SERVICES, LLC	59,10959,109	$1M	—	ADD 67%
34	NBC SECURITIES, INC.	58,51358,513	$1M	—	ADD 2778%
35	Sanctuary Advisors, LLC	55,70455,704	$1M	—	ADD 63%
36	Blackston Financial Advisory Group, LLC	54,76854,768	$1M	—	ADD 25%
37	Financial Partners Group, Inc	54,30754,307	$1M	—	ADD 17%
38	Advisory Services Network, LLC	54,25154,251	$1M	—	ADD 3%
39	KG Capital Management	54,22254,222	$1M	—	ADD 6%
40	Cetera Investment Advisers	43,25543,255	$880,230	—	TRIM -19%
41	Networth Advisors, LLC	41,99241,992	$854,537	—	ADD 29%
42	CITADEL ADVISORS LLC	40,41040,410	$822,344	—	NEW
43	Greykasell Wealth Strategies, Inc.	40,04340,043	$814,871	—	—
44	IHT Wealth Management, LLC	35,96635,966	$731,911	—	ADD 46%
45	Bay Rivers Group	35,92235,922	$731,013	—	ADD 29%
46	Integrated Advisors Network LLC	33,79033,790	$687,620	—	TRIM -37%
47	J HAGAN CAPITAL, INC.	30,73730,737	$625,498	—	TRIM -61%
48	Legacy Wealth Managment, LLC/ID	26,69226,692	$543,183	—	ADD 13%
49	WealthPLAN Partners, LLC	26,42526,425	$537,749	—	ADD 19%
50	WINNOW WEALTH LLC	25,92225,922	$527,503	—	ADD 3%
51	Worth Asset Management, LLC	25,81325,813	$525,295	—	ADD 5%
52	Balance Wealth, LLC	23,38223,382	$475,833	—	TRIM -29%
53	MML INVESTORS SERVICES, LLC	23,19223,192	$471,963	—	ADD 95%
54	Mach-1 Financial Group, LLC	22,04522,045	$448,620	—	TRIM -2%
55	Cooper Financial Group	21,80521,805	$443,732	—	—
56	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	21,19921,199	$432,453	—	NEW
57	Aspen Wealth Strategies, LLC	20,31320,313	$413,367	—	ADD 26%
58	Revisor Wealth Management LLC	18,96818,968	$385,990	—	—
59	WealthCare Asset Management, LLC	18,00418,004	$366,387	—	NEW
60	MERCER GLOBAL ADVISORS INC /ADV	17,62517,625	$358,659	—	—
61	Prime Capital Investment Advisors, LLC	17,20017,200	$350,020	—	—
62	INDEPENDENT FINANCIAL GROUP, LLC	16,22016,220	$330,077	—	NEW
63	Andina Capital Management, LLC	15,85315,853	$322,609	—	TRIM -54%
64	Foundations Investment Advisors, LLC	15,40515,405	$313,485	—	TRIM -18%
65	PARK AVENUE SECURITIES LLC	15,28215,282	$311,000	—	—
66	Secure Asset Management, LLC	14,77014,770	$300,564	—	NEW
67	Independent Advisor Alliance	14,08114,081	$286,547	—	NEW
68	Fifth Third Securities, Inc.	13,97613,976	$284,412	—	NEW
69	ROYAL BANK OF CANADA	13,14513,145	$268,000	—	ADD 80%
70	Decker Retirement Planning Inc.	12,20712,207	$248,405	—	TRIM -6%
71	CENTAURUS FINANCIAL, INC.	11,80011,800	$240,000	—	NEW
72	Retirement Planning Group, LLC	11,63411,634	$236,754	—	NEW
73	Arkadios Wealth Advisors	10,44910,449	$212,638	—	ADD 8%
74	Sigma Planning Corp	10,14510,145	$206,444	—	ADD 4%
75	Cambridge Investment Research Advisors, Inc.	10,02510,025	$204,000	—	NEW
76	POM Investment Strategies, LLC	8,8118,811	$179,302	—	TRIM -96%
77	JPMORGAN CHASE & CO	6,0446,044	$122,784	—	NEW
78	STANCE CAPITAL LLC	3,4073,407	$69,332	—	NEW
79	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	2,5642,564	$52,142	—	—
80	Farther Finance Advisors, LLC	1,5091,509	$30,691	—	—
81	Strive Financial Group ,LLC	1,4601,460	$30,000	—	NEW
82	Steward Partners Investment Advisory, LLC	953953	$19,394	—	TRIM -93%
83	FIFTH THIRD BANCORP	725725	$14,754	—	NEW
84	NewEdge Advisors, LLC	14,03514,035	$14,035	—	—
85	MORGAN STANLEY	565565	$11,505	—	—
86	Sound Income Strategies, LLC	435435	$8,848	—	TRIM -76%
87	Triumph Capital Management	200200	$4,070	—	—
88	UBS Group AG	110110	$2,238	—	TRIM -88%
89	PIN OAK INVESTMENT ADVISORS INC	100100	$2,000	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Simplify Asset Management Inc.

5.2M

3.7M

1.9M

2.1M

$43M

WCG Wealth Advisors LLC

—

1.9M

$38M

Sowell Financial Services LLC

—

1.2M

$24M

ENVESTNET ASSET MANAGEMENT INC

—

30K

194K

129K

1.1M

1.2M

$24M

LPL Financial LLC

455K

442K

498K

314K

407K

808K

$16M

WealthPlan Investment Management, LLC

—

258K

719K

$15M

AE Wealth Management LLC

18K

62K

200K

489K

767K

704K

$14M

Stadion Money Management, LLC

699K

670K

659K

627K

678K

688K

$14M

Great Diamond Partners, LLC

—

421K

461K

481K

569K

$12M

Brookwood Investment Group LLC

—

39K

28K

37K

469K

$10M

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

—

131K

423K

$9M

OSAIC HOLDINGS, INC.

1.0M

272K

1.3M

942K

590K

419K

$9M

Park Edge Advisors, LLC

248K

140K

186K

363K

364K

410K

$8M

PRINCIPAL SECURITIES, INC.

25K

113K

143K

214K

405K

$8M

Elevated Capital Advisors, LLC

—

191K

233K

352K

$7M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	89	15,656,176	—	$318M
2025-Q4	80	10,329,937	—	$214M
2025-Q3	65	10,407,350	—	$216M
2025-Q2	57	11,263,720	—	$232M
2025-Q1	50	10,005,786	—	$211M
2024-Q4	37	8,900,357	—	$184M
2024-Q3	31	8,190,797	—	$180M
2024-Q2	21	6,863,611	—	$143M
2024-Q1	19	6,686,413	—	$143M
2023-Q4	9	5,641,912	—	$125M
2023-Q3	7	3,306,991	—	$71M
2023-Q2	4	387,720	—	$9M
2023-Q1	3	233,753	—	$5M

Short interest has its own tab now — open SI →

AGGH☆

Institutional ownership· 13F filers holding AGGH · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding AGGH · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

AGGH