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Institutional Holders of AGZ

There is a long list of 151 institutional holders of AGZ within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of AGZ by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-AGZ table below, the initial column indicates the name of each top institutional holder of AGZ, with a link to that fund's top holdings. The next columns indicate the amount of AGZ stock held by each of the institutional holders of AGZ, followed by the AGZ position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Assetmark Inc.462,434$50,143 12/31/2023
     AGZ462,434$50,143 12/31/2023
TRUE Private Wealth Advisors329,582$35,611 03/31/2024
     AGZ329,582$35,611 03/31/2024
Stifel Financial Corp321,773$34,891 12/31/2023
     AGZ321,773$34,891 12/31/2023
HighTower Advisors LLC225,216$24,412 12/31/2023
     AGZ225,216$24,412 12/31/2023
Mill Creek Capital Advisors LLC191,408$20,755 12/31/2023
     AGZ191,408$20,755 12/31/2023
Raymond James & Associates148,023$15,994 03/31/2024
     AGZ148,023$15,994 03/31/2024
Ameriprise Financial Inc.146,382$15,873 12/31/2023
     AGZ146,382$15,873 12/31/2023
Avantax Advisory Services Inc.127,635$13,840 12/31/2023
     AGZ127,635$13,840 12/31/2023
Asset Management One Co. Ltd.122,738$13,309 12/31/2023
     AGZ122,738$13,309 12/31/2023
Jaffetilchin Investment Partners LLC122,131$13,243 12/31/2023
     AGZ122,131$13,243 12/31/2023
BlackRock Inc.117,073$12,695 12/31/2023
     AGZ117,073$12,695 12/31/2023
Wells Fargo & Company MN109,053$11,825 12/31/2023
     AGZ109,053$11,825 12/31/2023
Keybank National Association OH105,723$11,464 12/31/2023
     AGZ105,723$11,464 12/31/2023
Arvest Investments Inc.99,795$10,783 03/31/2024
     AGZ99,795$10,783 03/31/2024
Bank of New York Mellon Corp98,969$10,694 03/31/2024
     AGZ98,969$10,694 03/31/2024
RKL Wealth Management LLC93,017$10,086 12/31/2023
     AGZ93,017$10,086 12/31/2023
Bank of America Corp DE80,278$8,705 12/31/2023
     AGZ80,278$8,705 12/31/2023
Signet Financial Management LLC80,285$8,675 03/31/2024
     AGZ80,285$8,675 03/31/2024
Mason & Associates Inc78,518$8,484 03/31/2024
     AGZ78,518$8,484 03/31/2024
Great Diamond Partners LLC77,428$8,396 12/31/2023
     AGZ77,428$8,396 12/31/2023
Morgan Stanley72,766$7,890 12/31/2023
     AGZ72,766$7,890 12/31/2023
Executive Wealth Management LLC71,620$7,766 12/31/2023
     AGZ71,620$7,766 12/31/2023
Advisor Group Holdings Inc.67,323$7,300 12/31/2023
     AGZ67,323$7,300 12/31/2023
US Bancorp DE52,335$5,675 12/31/2023
     AGZ52,335$5,675 12/31/2023
UBS Group AG51,413$5,575 12/31/2023
     AGZ51,413$5,575 12/31/2023
The PNC Financial Services Group Inc.49,303$5,346 12/31/2023
     AGZ49,303$5,346 12/31/2023
Envestnet Asset Management Inc.41,004$4,446 12/31/2023
     AGZ41,004$4,446 12/31/2023
Andina Capital Management LLC39,632$4,282 03/31/2024
     AGZ39,632$4,282 03/31/2024
Beaumont Capital Management LLC39,365$4,268 12/31/2023
     AGZ39,365$4,268 12/31/2023
Jane Street Group LLC38,985$4,227 12/31/2023
     AGZ38,985$4,227 12/31/2023
Aveo Capital Partners LLC36,925$4,004 12/31/2023
     AGZ36,925$4,004 12/31/2023
CVA Family Office LLC28,722$3,103 03/31/2024
     AGZ28,722$3,103 03/31/2024
Hennion & Walsh Asset Management Inc.28,177$3,045 03/31/2024
     AGZ28,177$3,045 03/31/2024
Measured Wealth Private Client Group LLC26,091$2,819 03/31/2024
     AGZ26,091$2,819 03/31/2024
Raymond James Financial Services Advisors Inc.23,581$2,548 03/31/2024
     AGZ23,581$2,548 03/31/2024
HM Payson & Co.23,046$2,499 12/31/2023
     AGZ23,046$2,499 12/31/2023
Sunflower Bank N.A.23,035$2,489 03/31/2024
     AGZ23,035$2,489 03/31/2024
LPL Financial LLC22,336$2,422 12/31/2023
     AGZ22,336$2,422 12/31/2023
Cambiar Investors LLC21,159$2,294 12/31/2023
     AGZ21,159$2,294 12/31/2023
Mirae Asset Global Investments Co. Ltd.20,650$2,239 12/31/2023
     AGZ20,650$2,239 12/31/2023
Private Advisor Group LLC20,026$2,172 12/31/2023
     AGZ20,026$2,172 12/31/2023
Capstone Triton Financial Group LLC19,540$2,111 03/31/2024
     AGZ19,540$2,111 03/31/2024
James Investment Research Inc.16,752$1,816 12/31/2023
     AGZ16,752$1,816 12/31/2023
Focus Financial Network Inc.16,187$1,727 03/31/2024
     AGZ16,187$1,727 03/31/2024
Citadel Advisors LLC15,164$1,644 12/31/2023
     AGZ15,164$1,644 12/31/2023
Focus Financial Network Inc. ADV15,000$1,627 12/31/2023
     AGZ15,000$1,627 12/31/2023
NorthCrest Asset Manangement LLC12,953$1,400 03/31/2024
     AGZ12,953$1,400 03/31/2024
Sharper & Granite LLC11,932$1,279 03/31/2024
     AGZ11,932$1,279 03/31/2024
Wealthsource Partners LLC10,945$1,187 12/31/2023
     AGZ10,945$1,187 12/31/2023
United Asset Strategies Inc.10,860$1,173 03/31/2024
     AGZ10,860$1,173 03/31/2024

See All: Funds Holding AGZ
See Details: Top 10 Hedge Funds Holding AGZ
Also See: AGZ Holdings Changes

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