AI Holders Summary · Q2 2026

88 institutions reported AGIX in Q2 2026. MORGAN STANLEY leads at 68.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(2 on this page)

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$267M5.7M0.01%Q2 2026 02

LPL Financial LLC

CIK 0001403438

$48M1.0M0.01%Q2 2026 03

OSAIC HOLDINGS, INC.

CIK 0001677044

$9M200K0.01%Q2 2026 04

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$8M164K0.00%Q2 2026 05

MML INVESTORS SERVICES, LLC

CIK 0000701059

$7M156K0.01%Q2 2026 06

Private Advisor Group, LLC

CIK 0001567755

$7M154K0.03%Q2 2026 07

CITADEL ADVISORS LLC

CIK 0001423053

$7M141K0.00%Q2 2026 08

GTS SECURITIES LLC

CIK 0001452765· Market maker

$5M102K0.10%Q2 2026 09

Belvedere Trading LLC

CIK 0001632341

$5M99K0.01%Q2 2026 10

Proactive Wealth Strategies LLC

CIK 0002043129

$4M79K0.60%Q2 2026 11

StoneX Group Inc.

CIK 0000913760

$3M73K0.14%Q2 2026 12

SBI Securities Co., Ltd.

CIK 0001851815

$3M62K0.07%Q2 2026 13

BANK OF AMERICA CORP /DE/

CIK 0000070858

$2M50K0.00%Q2 2026 14

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$2M69K0.00%Q1 2026 15

Westwind Capital

CIK 0001729269

$2M64K0.50%Q1 2026 16

D.A. DAVIDSON & CO.

CIK 0001080107

$2M44K0.01%Q2 2026 17

Stegent Equity Advisors, Inc.

CIK 0001908976

$2M44K1.47%Q2 2026 18

Cetera Investment Advisers

CIK 0001666741

$2M42K0.00%Q2 2026 19

Fortis Group Advisors, LLC

CIK 0001815183

$2M41K0.30%Q2 2026 20

Rockefeller Capital Management L.P.

CIK 0001739439

$2M35K0.00%Q2 2026

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