Funds Holding AGD

On this page, we present all of the funds holding AGD from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding AGD, with a link to that fund's top holdings. The next columns indicate the amount of AGD stock held by each of the funds holding AGD, followed by the AGD position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 44 funds holding AGD within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Advisors Asset Management Inc.. For more details on the positions held by Advisors Asset Management Inc. (or by any of the other funds holding AGD), click the fund name in the "Holder" column of the funds-holding-AGD table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Advisors Asset Management Inc.662,659$6,209 06/30/2022
     AGD662,659$6,209 06/30/2022
Morgan Stanley427,481$4,005 06/30/2022
     AGD427,481$4,005 06/30/2022
Shaker Financial Services LLC373,263$3,497 06/30/2022
     AGD373,263$3,497 06/30/2022
Parametric Portfolio Associates LLC271,492$3,041 03/31/2022
     AGD271,492$3,041 03/31/2022
Wells Fargo & Company MN182,048$1,705 06/30/2022
     AGD182,048$1,705 06/30/2022
Bank of America Corp DE170,699$1,599 06/30/2022
     AGD170,699$1,599 06/30/2022
Wolverine Asset Management LLC147,085$1,378 06/30/2022
     AGD147,085$1,378 06/30/2022
UBS Group AG141,713$1,328 06/30/2022
     AGD141,713$1,328 06/30/2022
Raymond James & Associates141,458$1,325 06/30/2022
     AGD141,458$1,325 06/30/2022
Envestnet Asset Management Inc.140,445$1,316 06/30/2022
     AGD140,445$1,316 06/30/2022
First Republic Investment Management Inc.105,143$985 06/30/2022
     AGD105,143$985 06/30/2022
Park Avenue Securities LLC97,525$914 06/30/2022
     AGD97,525$914 06/30/2022
Hennion & Walsh Asset Management Inc.96,026$900 06/30/2022
     AGD96,026$900 06/30/2022
Advisor Group Holdings Inc.79,546$745 06/30/2022
     AGD79,546$745 06/30/2022
AJ Wealth Strategies LLC72,212$677 06/30/2022
     AGD72,212$677 06/30/2022
1776 Wealth LLC62,810$589 06/30/2022
     AGD62,810$589 06/30/2022
Royal Bank of Canada47,901$449 06/30/2022
     AGD47,901$449 06/30/2022
Cornerstone Advisors LLC47,071$441 06/30/2022
     AGD47,071$441 06/30/2022
Commonwealth Equity Services LLC40,278$377 06/30/2022
     AGD40,278$377 06/30/2022
GWM Advisors LLC34,720$325 06/30/2022
     AGD34,720$325 06/30/2022
Rockefeller Capital Management L.P.32,223$301 06/30/2022
     AGD32,223$301 06/30/2022
Quantedge Capital Pte Ltd28,200$264 06/30/2022
     AGD28,200$264 06/30/2022
Relative Value Partners Group LLC24,843$246 06/30/2022
     AGD24,843$246 06/30/2022
LPL Financial LLC20,381$191 06/30/2022
     AGD20,381$191 06/30/2022
Clear Creek Financial Management LLC17,038$160 06/30/2022
     AGD17,038$160 06/30/2022
Invesco Ltd.16,306$153 06/30/2022
     AGD16,306$153 06/30/2022
Integrated Capital Management Inc.15,186$142 06/30/2022
     AGD15,186$142 06/30/2022
Walleye Capital LLC14,966$140 06/30/2022
     AGD14,966$140 06/30/2022
Wetherby Asset Management Inc.14,770$138 06/30/2022
     AGD14,770$138 06/30/2022
CNH Partners LLC14,594$137 06/30/2022
     AGD14,594$137 06/30/2022
Guggenheim Capital LLC14,269$134 06/30/2022
     AGD14,269$134 06/30/2022
Landscape Capital Management L.L.C.10,954$103 06/30/2022
     AGD10,954$103 06/30/2022
SkyOak Wealth LLC10,000$94 06/30/2022
     AGD10,000$94 06/30/2022
Blue Bell Private Wealth Management LLC8,900$83 06/30/2022
     AGD8,900$83 06/30/2022
The PNC Financial Services Group Inc.6,424$60 06/30/2022
     AGD6,424$60 06/30/2022
Spire Wealth Management4,768$45 06/30/2022
     AGD4,768$45 06/30/2022
Northwestern Mutual Wealth Management Co.2,584$24 06/30/2022
     AGD2,584$24 06/30/2022
Fifth Third Bancorp2,325$22 06/30/2022
     AGD2,325$22 06/30/2022
Huntington National Bank2,000$19 06/30/2022
     AGD2,000$19 06/30/2022
Thomas J. Herzfeld Advisors Inc.1,426$13 06/30/2022
     AGD1,426$13 06/30/2022
Raleigh Capital Management Inc.1,050$10 06/30/2022
     AGD1,050$10 06/30/2022
Steward Partners Investment Advisory LLC529$5 06/30/2022
     AGD529$5 06/30/2022
IFP Advisors Inc74$2 06/30/2022
     AGD74$2 06/30/2022
Proequities Inc.0$0 06/30/2022
     AGD0$0 06/30/2022
Captrust Financial Advisors34$0 06/30/2022
     AGD34$0 06/30/2022

See Summary: Institutional Holders of AGD
See Details: Top 10 Hedge Funds Holding AGD
Also See: AGD Insider Buying
Also See: AGD Holdings Changes

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