% of shares outstanding is not shown for AGOX: 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 AGOX in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Berman McAleer LLC | 2,236,4682.2M | $60M | — | ADD 2% |
| 2 | Ameritas Advisory Services, LLC | 955,033955,033 | $25M | — | — |
| 3 | ROYAL BANK OF CANADA | 918,498918,498 | $24M | — | ADD 80% |
| 4 | KESTRA PRIVATE WEALTH SERVICES, LLC | 906,748906,748 | $24M | — | TRIM -9% |
| 5 | Cetera Investment Advisers | 438,155438,155 | $12M | — | — |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 435,986435,986 | $12M | — | TRIM -3% |
| 7 | LPL Financial LLC | 409,684409,684 | $11M | — | TRIM -8% |
| 8 | UBS Group AG | 341,560341,560 | $9M | — | — |
| 9 | Stratos Wealth Partners, LTD. | 279,264279,264 | $7M | — | — |
| 10 | Octavia Wealth Advisors, LLC | 244,421244,421 | $7M | — | TRIM -73% |
| 11 | PARTNERS WEALTH MANAGEMENT, LLC | 212,176212,176 | $6M | — | TRIM -8% |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 198,543198,543 | $5M | — | ADD 8% |
| 13 | OSAIC HOLDINGS, INC. | 184,707184,707 | $5M | — | TRIM -17% |
| 14 | WealthPlan Investment Management, LLC | 184,469184,469 | $5M | — | TRIM -47% |
| 15 | WealthPLAN Partners, LLC | 133,619133,619 | $4M | — | TRIM -23% |
| 16 | Prosperity Financial Group, Inc. | 116,214116,214 | $3M | — | — |
| 17 | INTEGRITY ALLIANCE, LLC. | 60,08560,085 | $2M | — | — |
| 18 | RAYMOND JAMES FINANCIAL INC | 58,55658,556 | $2M | — | — |
| 19 | Empirical Asset Management, LLC | 45,04145,041 | $1M | — | — |
| 20 | FIRETHORN WEALTH PARTNERS, LLC | 32,57132,571 | $867,030 | — | ADD 13% |
| 21 | Goldstone Financial Group, LLC | 31,12831,128 | $828,627 | — | TRIM -11% |
| 22 | Prime Capital Investment Advisors, LLC | 30,90630,906 | $822,704 | — | ADD 85% |
| 23 | Foundations Investment Advisors, LLC | 27,03127,031 | $719,565 | — | TRIM -38% |
| 24 | Avior Wealth Management, LLC | 25,80125,801 | $686,828 | — | — |
| 25 | GTS SECURITIES LLC | 22,86922,869 | $608,773 | — | ADD 56% |
| 26 | CITADEL ADVISORS LLC | 17,54017,540 | $466,915 | — | NEW |
| 27 | CAPTRUST FINANCIAL ADVISORS | 15,24515,245 | $405,826 | — | — |
| 28 | Atria Investments, Inc | 12,52612,526 | $333,444 | — | — |
| 29 | CENTAURUS FINANCIAL, INC. | 11,10711,107 | $296,000 | — | — |
| 30 | Janney Montgomery Scott LLC | 10,20310,203 | $272,000 | — | TRIM -14% |
| 31 | PRINCIPAL SECURITIES, INC. | 8,4058,405 | $223,741 | — | TRIM -10% |
| 32 | Lido Advisors, LLC | 8,2188,218 | $218,763 | — | — |
| 33 | NFSG Corp | 7,4067,406 | $197,148 | — | TRIM -28% |
| 34 | Steward Partners Investment Advisory, LLC | 3,4553,455 | $91,972 | — | TRIM -38% |
| 35 | HARBOUR INVESTMENTS, INC. | 1,5001,500 | $39,930 | — | NEW |
| 36 | JPMORGAN CHASE & CO | 1,5361,536 | $39,584 | — | ADD 29% |
| 37 | MORGAN STANLEY | 1,0361,036 | $27,578 | — | — |
| 38 | FIFTH THIRD BANCORP | 1,0321,032 | $27,463 | — | NEW |
| 39 | Indiana Trust & Investment Management Co | 724724 | $19,273 | — | NEW |
| 40 | WEBSTER BANK, N. A. | 574574 | $15,280 | — | — |
| 41 | ASSETMARK, INC | 235235 | $6,256 | — | — |
| 42 | Security National Bank | 6868 | $1,810 | — | NEW |
| 43 | Allworth Financial LP | 4848 | $1,278 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| Berman McAleer LLC | — | — | — | 2.2M | 2.2M | 2.2M | $60M |
| Ameritas Advisory Services, LLC | 1.4M | 1.4M | 1.1M | 37K | 963K | 955K | $25M |
| ROYAL BANK OF CANADA | 357K | 367K | 969K | 511K | 510K | 918K | $24M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 1.2M | 945K | 897K | 923K | 1.0M | 907K | $24M |
| Cetera Investment Advisers | 443K | 454K | 354K | 440K | 443K | 438K | $12M |
| ENVESTNET ASSET MANAGEMENT INC | 542K | 523K | 452K | 445K | 451K | 436K | $12M |
| LPL Financial LLC | 383K | 379K | 367K | 336K | 443K | 410K | $11M |
| UBS Group AG | 371K | 367K | 359K | 357K | 340K | 342K | $9M |
| Stratos Wealth Partners, LTD. | 304K | 267K | 267K | 270K | 280K | 279K | $7M |
| Octavia Wealth Advisors, LLC | 808K | 842K | 817K | 848K | 890K | 244K | $7M |
| PARTNERS WEALTH MANAGEMENT, LLC | 180K | 183K | 183K | 228K | 232K | 212K | $6M |
| COMMONWEALTH EQUITY SERVICES, LLC | 147K | 162K | 178K | 174K | 183K | 199K | $5M |
| OSAIC HOLDINGS, INC. | 258K | 233K | 258K | 231K | 223K | 185K | $5M |
| WealthPlan Investment Management, LLC | 235K | 248K | 384K | 410K | 346K | 184K | $5M |
| WealthPLAN Partners, LLC | 298K | 309K | 183K | 185K | 174K | 134K | $4M |
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 | |
|---|---|---|---|
| ROYAL BANK OF CANADA | +408,731 | $11M | ADD |
| Berman McAleer LLC | +50,584 | $1M | ADD |
| CITADEL ADVISORS LLC | +17,540 | $466,915 | OPEN |
| COMMONWEALTH EQUITY SERVICES, LLC | +15,476 | $411,971 | ADD |
| Prime Capital Investment Advisors, LLC | +14,185 | $377,605 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Octavia Wealth Advisors, LLC | −645,802 | $17M | TRIM |
| Encompass More Asset Management | −374,909 | $10M | CLOSE |
| WealthPlan Investment Management, LLC | −161,287 | $4M | TRIM |
| Global Retirement Partners, LLC | −123,417 | $3M | CLOSE |
| KESTRA PRIVATE WEALTH SERVICES, LLC | −93,867 | $2M | TRIM |
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 | 43 | 8,630,391 | — | $230M |
| 2025-Q4 | 49 | 9,822,766 | — | $281M |
| 2025-Q3 | 49 | 8,697,992 | — | $267M |
| 2025-Q2 | 44 | 7,740,138 | — | $228M |
| 2025-Q1 | 50 | 8,414,699 | — | $206M |
| 2024-Q4 | 50 | 9,912,614 | — | $269M |
| 2024-Q3 | 45 | 9,272,025 | — | $268M |
| 2024-Q2 | 39 | 8,533,834 | — | $238M |
| 2024-Q1 | 38 | 8,231,918 | — | $211M |
| 2023-Q4 | 41 | 7,316,148 | — | $178M |
| 2023-Q3 | 38 | 7,284,602 | — | $165M |
| 2023-Q2 | 33 | 5,541,764 | — | $130M |
| 2023-Q1 | 35 | 6,437,457 | — | $140M |
| 2022-Q4 | 38 | 6,856,286 | — | $142M |
| 2022-Q3 | 38 | 6,803,238 | — | $132M |
| 2022-Q2 | 35 | 7,128,274 | — | $147M |
| 2022-Q1 | 39 | 8,320,879 | — | $199M |
| 2021-Q4 | 36 | 7,753,893 | — | $202M |
| 2021-Q3 | 28 | 5,608,963 | — | $150M |
| 2021-Q2 | 27 | 4,566,454 | — | $126M |
