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Institutional Holders of AGZD

There is a long list of 65 institutional holders of AGZD 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 AGZD by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-AGZD table below, the initial column indicates the name of each top institutional holder of AGZD, with a link to that fund's top holdings. The next columns indicate the amount of AGZD stock held by each of the institutional holders of AGZD, followed by the AGZD 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
Modern Wealth Management LLC900,778$19,745 12/31/2023
     AGZD900,778$19,745 12/31/2023
Bank of America Corp DE783,840$17,182 12/31/2023
     AGZD783,840$17,182 12/31/2023
Trilogy Capital Inc.700,133$15,459 03/31/2024
     AGZD700,133$15,459 03/31/2024
LPL Financial LLC638,464$13,995 12/31/2023
     AGZD638,464$13,995 12/31/2023
Win Advisors Inc.518,394$11,446 03/31/2024
     AGZD518,394$11,446 03/31/2024
Jane Street Group LLC421,272$9,234 12/31/2023
     AGZD421,272$9,234 12/31/2023
HighTower Advisors LLC260,582$5,713 12/31/2023
     AGZD260,582$5,713 12/31/2023
Captrust Financial Advisors249,529$5,470 12/31/2023
     AGZD249,529$5,470 12/31/2023
McAdam LLC206,712$4,564 03/31/2024
     AGZD206,712$4,564 03/31/2024
Envestnet Asset Management Inc.163,908$3,593 12/31/2023
     AGZD163,908$3,593 12/31/2023
Sykon Capital LLC161,594$3,542 12/31/2023
     AGZD161,594$3,542 12/31/2023
SILVER OAK SECURITIES Inc120,362$2,638 12/31/2023
     AGZD120,362$2,638 12/31/2023
AE Wealth Management LLC119,405$2,616 12/31/2023
     AGZD119,405$2,616 12/31/2023
Advisor Group Holdings Inc.111,511$2,446 12/31/2023
     AGZD111,511$2,446 12/31/2023
Stifel Financial Corp106,228$2,329 12/31/2023
     AGZD106,228$2,329 12/31/2023
Capital Investment Advisory Services LLC102,826$2,270 03/31/2024
     AGZD102,826$2,270 03/31/2024
Cambridge Investment Research Advisors Inc.100,570$2,221 03/31/2024
     AGZD100,570$2,221 03/31/2024
Tower Wealth Partners Inc.90,605$2,001 03/31/2024
     AGZD90,605$2,001 03/31/2024
MML Investors Services LLC76,658$1,680 12/31/2023
     AGZD76,658$1,680 12/31/2023
Eqis Capital Management Inc.70,070$1,536 12/31/2023
     AGZD70,070$1,536 12/31/2023
OLD Mission Capital LLC64,030$1,404 12/31/2023
     AGZD64,030$1,404 12/31/2023
Mariner LLC59,191$1,297 12/31/2023
     AGZD59,191$1,297 12/31/2023
Capital Analysts LLC56,080$1,229 12/31/2023
     AGZD56,080$1,229 12/31/2023
Citadel Advisors LLC50,138$1,099 12/31/2023
     AGZD50,138$1,099 12/31/2023
UBS Group AG49,448$1,084 12/31/2023
     AGZD49,448$1,084 12/31/2023
Cape Investment Advisory Inc.45,081$988 12/31/2023
     AGZD45,081$988 12/31/2023
Private Advisor Group LLC44,558$977 12/31/2023
     AGZD44,558$977 12/31/2023
Lee Financial Group Hawaii Inc.42,348$935 03/31/2024
     AGZD42,348$935 03/31/2024
Empirical Asset Management LLC35,131$770 12/31/2023
     AGZD35,131$770 12/31/2023
Royal Bank of Canada31,284$686 12/31/2023
     AGZD31,284$686 12/31/2023
Kestra Advisory Services LLC28,156$617 12/31/2023
     AGZD28,156$617 12/31/2023
Sigma Planning Corp27,998$614 12/31/2023
     AGZD27,998$614 12/31/2023
GTS Securities LLC25,729$564 12/31/2023
     AGZD25,729$564 12/31/2023
Commonwealth Equity Services LLC22,204$487 12/31/2023
     AGZD22,204$487 12/31/2023
Cliftonlarsonallen Wealth Advisors LLC18,188$399 12/31/2023
     AGZD18,188$399 12/31/2023
Susquehanna International Group LLP18,116$397 12/31/2023
     AGZD18,116$397 12/31/2023
Syntegra Private Wealth Group LLC17,462$383 12/31/2023
     AGZD17,462$383 12/31/2023
First Wilshire Securities Management Inc.16,400$359 12/31/2023
     AGZD16,400$359 12/31/2023
Goodman Advisory Group LLC15,637$343 12/31/2023
     AGZD15,637$343 12/31/2023
Main Line Retirement Advisors LLC14,776$342 03/31/2024
     AGZD14,776$342 03/31/2024
Connectus Wealth LLC14,243$312 12/31/2023
     AGZD14,243$312 12/31/2023
RDA Financial Network13,136$290 03/31/2024
     AGZD13,136$290 03/31/2024
Truist Financial Corp13,071$287 12/31/2023
     AGZD13,071$287 12/31/2023
GWM Advisors LLC12,663$278 12/31/2023
     AGZD12,663$278 12/31/2023
Significant Wealth Partners LLC12,035$264 12/31/2023
     AGZD12,035$264 12/31/2023
Creative Financial Designs Inc. ADV11,038$242 12/31/2023
     AGZD11,038$242 12/31/2023
Team Financial Group LLC10,008$219 12/31/2023
     AGZD10,008$219 12/31/2023
Mather Group LLC.7,114$156 03/31/2024
     AGZD7,114$156 03/31/2024
Interactive Financial Advisors6,037$132 12/31/2023
     AGZD6,037$132 12/31/2023
Pacific Capital Wealth Advisors Inc.4,428$97 12/31/2023
     AGZD4,428$97 12/31/2023

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

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