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Funds Holding AGOX

On this page, we present all of the funds holding AGOX from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding AGOX, with a link to that fund's top holdings. The next columns indicate the amount of AGOX stock held by each of the funds holding AGOX, followed by the AGOX position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 38 funds holding AGOX within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Kestra Advisory Services LLC. For more details on the positions held by Kestra Advisory Services LLC (or by any of the other funds holding AGOX), click the fund name in the "Holder" column of the funds-holding-AGOX table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Kestra Advisory Services LLC1,389,287$33,811 12/31/2023
     AGOX1,389,287$33,811 12/31/2023
Octavia Wealth Advisors LLC734,290$18,820 03/31/2024
     AGOX734,290$18,820 03/31/2024
Ameritas Advisory Services LLC752,063$18,311 12/31/2023
     AGOX752,063$18,311 12/31/2023
Kestra Private Wealth Services LLC633,678$15,422 12/31/2023
     AGOX633,678$15,422 12/31/2023
LPL Financial LLC536,953$13,068 12/31/2023
     AGOX536,953$13,068 12/31/2023
Envestnet Asset Management Inc.445,075$10,832 12/31/2023
     AGOX445,075$10,832 12/31/2023
Royal Bank of Canada431,418$10,500 12/31/2023
     AGOX431,418$10,500 12/31/2023
WealthPLAN Partners LLC375,296$9,134 12/31/2023
     AGOX375,296$9,134 12/31/2023
Advisor Group Holdings Inc.328,945$8,005 12/31/2023
     AGOX328,945$8,005 12/31/2023
Stratos Wealth Partners LTD.247,455$6,342 03/31/2024
     AGOX247,455$6,342 03/31/2024
Cetera Advisor Networks LLC236,030$5,744 12/31/2023
     AGOX236,030$5,744 12/31/2023
UBS Group AG197,626$4,810 12/31/2023
     AGOX197,626$4,810 12/31/2023
WealthPlan Investment Management LLC178,859$4,353 12/31/2023
     AGOX178,859$4,353 12/31/2023
Cetera Advisors LLC156,852$3,817 12/31/2023
     AGOX156,852$3,817 12/31/2023
Encompass More Asset Management131,414$3,198 12/31/2023
     AGOX131,414$3,198 12/31/2023
Park Avenue Securities LLC61,009$1,564 03/31/2024
     AGOX61,009$1,564 03/31/2024
Lincoln National Corp62,312$1,516 12/31/2023
     AGOX62,312$1,516 12/31/2023
Global Retirement Partners LLC58,253$1,493 03/31/2024
     AGOX58,253$1,493 03/31/2024
Newbridge Financial Services Group Inc.48,078$1,232 03/31/2024
     AGOX48,078$1,232 03/31/2024
Empirical Asset Management LLC42,492$1,034 12/31/2023
     AGOX42,492$1,034 12/31/2023
Prime Capital Investment Advisors LLC25,569$622 12/31/2023
     AGOX25,569$622 12/31/2023
Commonwealth Equity Services LLC25,379$618 12/31/2023
     AGOX25,379$618 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC24,011$584 12/31/2023
     AGOX24,011$584 12/31/2023
Firethorn Wealth Partners LLC21,999$564 03/31/2024
     AGOX21,999$564 03/31/2024
GWM Advisors LLC22,632$551 12/31/2023
     AGOX22,632$551 12/31/2023
Gallagher Fiduciary Advisors LLC21,547$524 12/31/2023
     AGOX21,547$524 12/31/2023
Atria Wealth Solutions Inc.17,844$435 12/31/2023
     AGOX17,844$435 12/31/2023
Cambridge Investment Research Advisors Inc.13,514$346 03/31/2024
     AGOX13,514$346 03/31/2024
OLD Mission Capital LLC14,085$343 12/31/2023
     AGOX14,085$343 12/31/2023
Thoroughbred Financial Services LLC14,014$341 12/31/2023
     AGOX14,014$341 12/31/2023
Centaurus Financial Inc.10,151$247 12/31/2023
     AGOX10,151$247 12/31/2023
Webster Bank N. A.8,508$218 03/31/2024
     AGOX8,508$218 03/31/2024
EverSource Wealth Advisors LLC4,076$99 12/31/2023
     AGOX4,076$99 12/31/2023
Comerica Bank3,000$73 12/31/2023
     AGOX3,000$73 12/31/2023
Wells Fargo & Company MN221$5 12/31/2023
     AGOX221$5 12/31/2023
Geneos Wealth Management Inc.33$1 12/31/2023
     AGOX33$1 12/31/2023
Hexagon Capital Partners LLC2$0 03/31/2024
     AGOX2$0 03/31/2024
Proequities Inc.0$0 12/31/2023
     AGOX0$0 12/31/2023
Morgan Stanley1$0 12/31/2023
     AGOX1$0 12/31/2023

See Summary: Institutional Holders of AGOX
See Details: Top 10 Hedge Funds Holding AGOX
Also See: AGOX Holdings Changes

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