HoldingsChannel.com
Funds Holding AGGY

On this page, we present all of the funds holding AGGY from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding AGGY, with a link to that fund's top holdings. The next columns indicate the amount of AGGY stock held by each of the funds holding AGGY, followed by the AGGY position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 152 funds holding AGGY within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding AGGY), click the fund name in the "Holder" column of the funds-holding-AGGY table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE3,655,438$160,912 12/31/2023
     AGGY3,655,438$160,912 12/31/2023
LPL Financial LLC1,435,461$63,189 12/31/2023
     AGGY1,435,461$63,189 12/31/2023
CWM LLC1,137,200$50,060 12/31/2023
     AGGY1,137,200$50,060 12/31/2023
Savant Capital LLC865,033$38,079 12/31/2023
     AGGY865,033$38,079 12/31/2023
SimpliFi Inc.862,713$35,811 12/31/2023
     AGGY862,713$35,811 12/31/2023
Wealth Enhancement Advisory Services LLC753,605$33,174 12/31/2023
     AGGY753,605$33,174 12/31/2023
UBS Group AG748,389$32,944 12/31/2023
     AGGY748,389$32,944 12/31/2023
Envestnet Asset Management Inc.721,436$31,758 12/31/2023
     AGGY721,436$31,758 12/31/2023
AE Wealth Management LLC730,540$31,684 12/31/2023
     AGGY730,540$31,684 12/31/2023
Trilogy Capital Inc.696,540$30,662 12/31/2023
     AGGY696,540$30,662 12/31/2023
Mercer Global Advisors Inc. ADV562,845$24,776 12/31/2023
     AGGY562,845$24,776 12/31/2023
Private Advisor Group LLC559,983$24,650 12/31/2023
     AGGY559,983$24,650 12/31/2023
Equitable Holdings Inc.558,021$24,564 12/31/2023
     AGGY558,021$24,564 12/31/2023
Prestige Wealth Management Group LLC538,190$23,691 12/31/2023
     AGGY538,190$23,691 12/31/2023
Morgan Stanley421,072$18,536 12/31/2023
     AGGY421,072$18,536 12/31/2023
First Foundation Advisors280,437$12,345 12/31/2023
     AGGY280,437$12,345 12/31/2023
Schwallier Wealth Management LLC266,564$11,734 12/31/2023
     AGGY266,564$11,734 12/31/2023
Symphony Financial Ltd. Co.266,258$11,621 12/31/2023
     AGGY266,258$11,621 12/31/2023
Sequoia Financial Advisors LLC172,027$7,573 12/31/2023
     AGGY172,027$7,573 12/31/2023
Atria Investments LLC153,271$6,747 12/31/2023
     AGGY153,271$6,747 12/31/2023
Smartleaf Asset Management LLC149,093$6,568 12/31/2023
     AGGY149,093$6,568 12/31/2023
Raymond James & Associates145,833$6,420 12/31/2023
     AGGY145,833$6,420 12/31/2023
Eqis Capital Management Inc.138,379$6,091 12/31/2023
     AGGY138,379$6,091 12/31/2023
Invenio Wealth Partners LLC130,165$5,730 12/31/2023
     AGGY130,165$5,730 12/31/2023
Raymond James Financial Services Advisors Inc.114,722$5,050 12/31/2023
     AGGY114,722$5,050 12/31/2023
SNS Financial Group LLC114,718$5,050 12/31/2023
     AGGY114,718$5,050 12/31/2023
KLR Investment Advisors LLC113,526$4,997 12/31/2023
     AGGY113,526$4,997 12/31/2023
RFG Advisory LLC102,801$4,525 12/31/2023
     AGGY102,801$4,525 12/31/2023
StrategIQ Financial Group LLC86,854$3,823 12/31/2023
     AGGY86,854$3,823 12/31/2023
MML Investors Services LLC83,692$3,684 12/31/2023
     AGGY83,692$3,684 12/31/2023
JPMorgan Chase & Co.80,978$3,565 12/31/2023
     AGGY80,978$3,565 12/31/2023
Cliftonlarsonallen Wealth Advisors LLC80,088$3,525 12/31/2023
     AGGY80,088$3,525 12/31/2023
Truadvice LLC83,896$3,493 09/30/2023
     AGGY83,896$3,493 09/30/2023
Captrust Financial Advisors73,796$3,248 12/31/2023
     AGGY73,796$3,248 12/31/2023
My Legacy Advisors LLC74,006$3,244 12/31/2023
     AGGY74,006$3,244 12/31/2023
WealthPLAN Partners LLC69,350$3,053 12/31/2023
     AGGY69,350$3,053 12/31/2023
Golden State Equity Partners63,503$2,793 12/31/2023
     AGGY63,503$2,793 12/31/2023
Wealthsource Partners LLC61,976$2,728 12/31/2023
     AGGY61,976$2,728 12/31/2023
Jane Street Group LLC61,354$2,701 12/31/2023
     AGGY61,354$2,701 12/31/2023
Financial Planning & Information Services Inc.52,773$2,323 12/31/2023
     AGGY52,773$2,323 12/31/2023
Opal Wealth Advisors LLC50,766$2,235 12/31/2023
     AGGY50,766$2,235 12/31/2023
Oxinas Partners Wealth Management LLC48,070$2,116 12/31/2023
     AGGY48,070$2,116 12/31/2023
Sharper & Granite LLC45,272$1,993 12/31/2023
     AGGY45,272$1,993 12/31/2023
Kestra Advisory Services LLC44,123$1,942 12/31/2023
     AGGY44,123$1,942 12/31/2023
Steward Partners Investment Advisory LLC43,745$1,926 12/31/2023
     AGGY43,745$1,926 12/31/2023
CI Private Wealth LLC43,086$1,897 12/31/2023
     AGGY43,086$1,897 12/31/2023
Stifel Financial Corp36,331$1,599 12/31/2023
     AGGY36,331$1,599 12/31/2023
Renaissance Technologies LLC34,550$1,521 12/31/2023
     AGGY34,550$1,521 12/31/2023
Avantax Advisory Services Inc.31,736$1,397 12/31/2023
     AGGY31,736$1,397 12/31/2023
Mutual Advisors LLC31,356$1,380 12/31/2023
     AGGY31,356$1,380 12/31/2023
NorthCrest Asset Manangement LLC29,063$1,279 12/31/2023
     AGGY29,063$1,279 12/31/2023
David Kennon Inc29,024$1,278 12/31/2023
     AGGY29,024$1,278 12/31/2023
Wells Fargo & Company MN28,878$1,271 12/31/2023
     AGGY28,878$1,271 12/31/2023
Independent Wealth Network Inc.26,179$1,152 12/31/2023
     AGGY26,179$1,152 12/31/2023
NBC Securities Inc.25,889$1,139 12/31/2023
     AGGY25,889$1,139 12/31/2023
Centennial Wealth Advisory LLC23,922$1,053 12/31/2023
     AGGY23,922$1,053 12/31/2023
Advisor Group Holdings Inc.23,763$1,046 12/31/2023
     AGGY23,763$1,046 12/31/2023
Insight Advisors LLC PA22,888$1,008 12/31/2023
     AGGY22,888$1,008 12/31/2023
Kingdom Financial Group LLC.19,808$872 12/31/2023
     AGGY19,808$872 12/31/2023
International Assets Investment Management LLC18,929$833 12/31/2023
     AGGY18,929$833 12/31/2023
Cerity Partners LLC18,857$830 12/31/2023
     AGGY18,857$830 12/31/2023
Betterment LLC18,810$828 12/31/2023
     AGGY18,810$828 12/31/2023
Mariner LLC18,730$824 12/31/2023
     AGGY18,730$824 12/31/2023
Trinity Wealth Management LLC18,072$796 12/31/2023
     AGGY18,072$796 12/31/2023
Cetera Advisors LLC17,805$784 12/31/2023
     AGGY17,805$784 12/31/2023
Creative Planning16,342$719 12/31/2023
     AGGY16,342$719 12/31/2023
GPS Wealth Strategies Group LLC15,890$700 12/31/2023
     AGGY15,890$700 12/31/2023
Cambridge Investment Research Advisors Inc.15,859$698 12/31/2023
     AGGY15,859$698 12/31/2023
Cetera Advisor Networks LLC15,802$696 12/31/2023
     AGGY15,802$696 12/31/2023
Pinnacle Financial Group LLC IL14,775$650 12/31/2023
     AGGY14,775$650 12/31/2023
GSB Wealth Management LLC14,648$645 12/31/2023
     AGGY14,648$645 12/31/2023
Western Wealth Management LLC14,368$632 12/31/2023
     AGGY14,368$632 12/31/2023
Citizens Financial Group Inc RI13,932$613 12/31/2023
     AGGY13,932$613 12/31/2023
JT Stratford LLC13,639$600 12/31/2023
     AGGY13,639$600 12/31/2023
Institute for Wealth Management LLC.13,017$573 12/31/2023
     AGGY13,017$573 12/31/2023
Claro Advisors LLC12,524$551 12/31/2023
     AGGY12,524$551 12/31/2023
Capstone Financial Advisors Inc.12,267$540 12/31/2023
     AGGY12,267$540 12/31/2023
Gateway Wealth Partners LLC11,060$487 12/31/2023
     AGGY11,060$487 12/31/2023
Resources Investment Advisors LLC.10,850$478 12/31/2023
     AGGY10,850$478 12/31/2023
Park Avenue Securities LLC10,352$456 12/31/2023
     AGGY10,352$456 12/31/2023
Walkner Condon Financial Advisors LLC10,345$455 12/31/2023
     AGGY10,345$455 12/31/2023
Global Retirement Partners LLC10,165$444 12/31/2023
     AGGY10,165$444 12/31/2023
Meridian Wealth Management LLC10,030$440 12/31/2023
     AGGY10,030$440 12/31/2023
Cetera Investment Advisers9,878$435 12/31/2023
     AGGY9,878$435 12/31/2023
Signal Advisors Wealth LLC9,886$435 12/31/2023
     AGGY9,886$435 12/31/2023
Commonwealth Equity Services LLC9,411$414 12/31/2023
     AGGY9,411$414 12/31/2023
CVA Family Office LLC9,321$410 12/31/2023
     AGGY9,321$410 12/31/2023
Kestra Private Wealth Services LLC9,102$401 12/31/2023
     AGGY9,102$401 12/31/2023
McNamara Financial Services Inc.8,720$384 12/31/2023
     AGGY8,720$384 12/31/2023
Quadcap Wealth Management LLC8,716$384 12/31/2023
     AGGY8,716$384 12/31/2023
Maripau Wealth Management LLC8,529$375 12/31/2023
     AGGY8,529$375 12/31/2023
Collaborative Wealth Managment Inc.8,288$365 12/31/2023
     AGGY8,288$365 12/31/2023
Blue Zone Wealth Advisors LLC7,951$350 12/31/2023
     AGGY7,951$350 12/31/2023
Envestnet Portfolio Solutions Inc.7,958$350 12/31/2023
     AGGY7,958$350 12/31/2023
Team Financial Group LLC7,869$346 12/31/2023
     AGGY7,869$346 12/31/2023
Obsidian Personal Planning Solutions LLC7,614$335 12/31/2023
     AGGY7,614$335 12/31/2023
Winch Advisory Services LLC7,524$331 12/31/2023
     AGGY7,524$331 12/31/2023
Merit Financial Group LLC7,386$325 12/31/2023
     AGGY7,386$325 12/31/2023
Harbour Investments Inc.7,269$320 12/31/2023
     AGGY7,269$320 12/31/2023
Patriot Financial Group Insurance Agency LLC6,786$299 12/31/2023
     AGGY6,786$299 12/31/2023
Royal Bank of Canada6,609$291 12/31/2023
     AGGY6,609$291 12/31/2023
IHT Wealth Management LLC6,594$290 12/31/2023
     AGGY6,594$290 12/31/2023
Creative Financial Designs Inc. ADV6,403$282 12/31/2023
     AGGY6,403$282 12/31/2023
SMI Advisory Services LLC6,233$273 12/31/2023
     AGGY6,233$273 12/31/2023
NewSquare Capital LLC6,135$270 12/31/2023
     AGGY6,135$270 12/31/2023
Beacon Financial Group6,135$270 12/31/2023
     AGGY6,135$270 12/31/2023
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors6,088$268 12/31/2023
     AGGY6,088$268 12/31/2023
Perennial Advisors LLC6,005$264 12/31/2023
     AGGY6,005$264 12/31/2023
Frazier Financial Advisors LLC5,827$257 12/31/2023
     AGGY5,827$257 12/31/2023
CoreCap Advisors LLC5,774$254 12/31/2023
     AGGY5,774$254 12/31/2023
Financial Advocates Investment Management5,699$251 12/31/2023
     AGGY5,699$251 12/31/2023
Maia Wealth LLC5,201$229 12/31/2023
     AGGY5,201$229 12/31/2023
Verdence Capital Advisors LLC5,000$220 12/31/2023
     AGGY5,000$220 12/31/2023
Acorn Financial Advisory Services Inc. ADV4,826$212 12/31/2023
     AGGY4,826$212 12/31/2023
United Capital Financial Advisers LLC4,733$208 12/31/2023
     AGGY4,733$208 12/31/2023
Redwood Investment Management LLC4,660$205 12/31/2023
     AGGY4,660$205 12/31/2023
ICA Group Wealth Management LLC3,324$146 12/31/2023
     AGGY3,324$146 12/31/2023
Comerica Bank2,963$130 12/31/2023
     AGGY2,963$130 12/31/2023
Proequities Inc.2,806$124 12/31/2023
     AGGY2,806$124 12/31/2023
Townsend Asset Management Corp NC ADV2,799$123 12/31/2023
     AGGY2,799$123 12/31/2023
Financial Gravity Asset Management Inc.2,280$100 12/31/2023
     AGGY2,280$100 12/31/2023
Pinnacle Bank2,057$91 12/31/2023
     AGGY2,057$91 12/31/2023
Allworth Financial LP1,947$86 12/31/2023
     AGGY1,947$86 12/31/2023
Venturi Wealth Management LLC1,599$70 12/31/2023
     AGGY1,599$70 12/31/2023
Citigroup Inc.1,554$68 12/31/2023
     AGGY1,554$68 12/31/2023
Northwestern Mutual Wealth Management Co.1,215$53 12/31/2023
     AGGY1,215$53 12/31/2023
Householder Group Estate & Retirement Specialist LLC954$42 12/31/2023
     AGGY954$42 12/31/2023
Private Trust Co. NA862$38 12/31/2023
     AGGY862$38 12/31/2023
LGT Financial Advisors LLC746$33 12/31/2023
     AGGY746$33 12/31/2023
Sound Income Strategies LLC732$32 12/31/2023
     AGGY732$32 12/31/2023
Tucker Asset Management LLC661$29 12/31/2023
     AGGY661$29 12/31/2023
Tidemark LLC619$27 12/31/2023
     AGGY619$27 12/31/2023
Covestor Ltd497$22 12/31/2023
     AGGY497$22 12/31/2023
Concord Wealth Partners398$18 12/31/2023
     AGGY398$18 12/31/2023
Oliver Lagore Vanvalin Investment Group414$18 12/31/2023
     AGGY414$18 12/31/2023
Capital Analysts LLC333$15 12/31/2023
     AGGY333$15 12/31/2023
Truvestments Capital LLC313$14 12/31/2023
     AGGY313$14 12/31/2023
IFP Advisors Inc274$12 12/31/2023
     AGGY274$12 12/31/2023
Tsfg LLC236$10 12/31/2023
     AGGY236$10 12/31/2023
Capital Investment Advisory Services LLC201$9 12/31/2023
     AGGY201$9 12/31/2023
Farther Finance Advisors LLC209$9 12/31/2023
     AGGY209$9 12/31/2023
Spire Wealth Management189$8 12/31/2023
     AGGY189$8 12/31/2023
Geneos Wealth Management Inc.150$7 12/31/2023
     AGGY150$7 12/31/2023
US Bancorp DE147$6 12/31/2023
     AGGY147$6 12/31/2023
Key Financial Inc137$6 12/31/2023
     AGGY137$6 12/31/2023
The PNC Financial Services Group Inc.86$4 12/31/2023
     AGGY86$4 12/31/2023
Retirement Group LLC74$3 12/31/2023
     AGGY74$3 12/31/2023
Creekmur Asset Management LLC47$2 12/31/2023
     AGGY47$2 12/31/2023
Blair William & Co. IL13$1 12/31/2023
     AGGY13$1 12/31/2023
Larson Financial Group LLC15$1 12/31/2023
     AGGY15$1 12/31/2023
EPG Wealth Management LLC16$1 12/31/2023
     AGGY16$1 12/31/2023
Washington Trust Advisors Inc.23$1 12/31/2023
     AGGY23$1 12/31/2023
FMR LLC4$0 12/31/2023
     AGGY4$0 12/31/2023

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

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