% of shares outstanding is not shown for AGGY: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for AGGY in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
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 | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 2.9M | 2.8M | 2.2M | 2.2M | 2.3M | 2.4M | $103M |
| LPL Financial LLC | 1.3M | 1.2M | 1.2M | 1.3M | 1.5M | 1.5M | $65M |
| CWM, LLC | 1.2M | 1.2M | 1.2M | 1.2M | 1.2M | 1.3M | $56M |
| MERCER GLOBAL ADVISORS INC /ADV | 1.1M | 840K | 870K | 1.2M | 1.3M | 1.3M | $55M |
| Prestige Wealth Management Group LLC | 604K | 654K | 628K | 635K | 635K | 686K | $30M |
| Prime Capital Investment Advisors, LLC | — | — | — | — | — | 676K | $29M |
| HighTower Advisors, LLC | 763K | 862K | 860K | 816K | 710K | 627K | $27M |
| Savant Capital, LLC | 717K | 663K | 632K | 613K | 597K | 588K | $26M |
| UBS Group AG | 942K | 408K | 474K | 508K | 541K | 585K | $25M |
| WealthPlan Investment Management, LLC | 66K | 63K | 62K | 64K | 240K | 508K | $22M |
| Private Advisor Group, LLC | 534K | 496K | 395K | 396K | 413K | 432K | $19M |
| FIRST FOUNDATION ADVISORS | 467K | 359K | 344K | 333K | 310K | 321K | $14M |
| RAYMOND JAMES FINANCIAL INC | 222K | 221K | 259K | 237K | 257K | 283K | $12M |
| CITIZENS FINANCIAL GROUP INC/RI | — | — | 234K | 239K | 245K | 267K | $12M |
| AMERIPRISE FINANCIAL INC | 155K | 280K | 275K | 278K | 284K | 265K | $12M |
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.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
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.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Prime Capital Investment Advisors, LLC | +675,916 | $29M | OPEN |
| WealthPlan Investment Management, LLC | +267,307 | $12M | ADD |
| JANE STREET GROUP, LLC | +68,192 | $3M | OPEN |
| CITADEL ADVISORS LLC | +64,582 | $3M | ADD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | +59,220 | $3M | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Insight Advisors, LLC/ PA | −181,329 | $8M | TRIM |
| HighTower Advisors, LLC | −82,728 | $4M | TRIM |
| Corient Private Wealth LLC | −63,224 | $3M | CLOSE |
| MERCER GLOBAL ADVISORS INC /ADV | −53,641 | $2M | TRIM |
| NorthCrest Asset Manangement, LLC | −53,354 | $2M | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 162 | 16,999,710 | — | $739M |
| 2025-Q4 | 168 | 15,709,306 | — | $692M |
| 2025-Q3 | 161 | 15,204,004 | — | $673M |
| 2025-Q2 | 164 | 15,977,815 | — | $697M |
| 2025-Q1 | 171 | 17,977,926 | — | $781M |
| 2024-Q4 | 163 | 19,877,796 | — | $853M |
| 2024-Q3 | 153 | 20,139,210 | — | $901M |
| 2024-Q2 | 152 | 18,682,246 | — | $803M |
| 2024-Q1 | 154 | 20,981,730 | — | $910M |
| 2023-Q4 | 158 | 19,041,066 | — | $842M |
| 2023-Q3 | 152 | 18,401,847 | — | $770M |
| 2023-Q2 | 147 | 15,253,277 | — | $657M |
| 2023-Q1 | 133 | 16,825,675 | — | $735M |
| 2022-Q4 | 145 | 15,544,127 | — | $656M |
| 2022-Q3 | 140 | 15,559,047 | — | $658M |
| 2022-Q2 | 161 | 17,092,717 | — | $767M |
| 2022-Q1 | 174 | 16,333,407 | — | $782M |
| 2021-Q4 | 185 | 15,172,418 | — | $784M |
| 2021-Q3 | 162 | 13,812,523 | — | $717M |
| 2021-Q2 | 171 | 13,743,977 | — | $717M |
| 2021-Q1 | 175 | 14,580,984 | — | $747M |
| 2020-Q4 | 165 | 15,339,045 | — | $814M |
| 2020-Q3 | 146 | 17,703,169 | — | $952M |
| 2020-Q2 | 140 | 17,128,319 | — | $926M |
| 2020-Q1 | 139 | 13,689,640 | — | $707M |
| 2019-Q4 | 128 | 12,981,638 | — | $678M |
| 2019-Q3 | 99 | 10,800,507 | — | $564M |
| 2019-Q2 | 79 | 8,499,254 | — | $436M |
| 2019-Q1 | 74 | 7,086,046 | — | $354M |
| 2018-Q4 | 63 | 3,876,875 | — | $187M |
| 2018-Q3 | 55 | 3,911,448 | — | $189M |
| 2018-Q2 | 48 | 3,953,801 | — | $192M |
| 2018-Q1 | 45 | 3,294,459 | — | $162M |
| 2017-Q4 | 40 | 2,655,875 | — | $135M |
| 2017-Q3 | 26 | 1,770,854 | — | $90M |
| 2017-Q2 | 21 | 1,495,311 | — | $76M |
| 2017-Q1 | 21 | 1,407,193 | — | $70M |
| 2016-Q4 | 22 | 1,369,529 | — | $68M |
| 2016-Q3 | 18 | 1,530,237 | — | $80M |
| 2016-Q2 | 13 | 1,166,642 | — | $61M |
| 2016-Q1 | 12 | 1,181,807 | — | $60M |
| 2015-Q4 | 2 | 97,232 | — | $5M |
| 2015-Q3 | 2 | 95,842 | — | $5M |
