AGGS HARBOR ETF TRUST
FollowDISCI BD ETF (fund)
10 managers (10 13F filers) reported a position in AGGS shares at 2025-12-31, 297,183 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 10
- 13F filers
- 10
- New
- 2
- Added
- 1
- Reduced
- 5
- Sold out
- 0
- Shares held by filers
- 297,183
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Archford Capital Strategies, LLC | 138,852 | $5.72M | 0.67% | +7,218 | 13F-HRTimeline |
| Steward Partners Investment Advisory, L… | 57,569 | $2.37M | 0.01% | -481 | 13F-HRTimeline |
| INCOME RESEARCH & MANAGEMENT | 50,000 | $2.06M | 1.08% | 0 | 13F-HRTimeline |
| Worth Financial Advisory Group, LLC | 15,101 | $622K | 0.3% | new | 13F-HRTimeline |
| Accurate Wealth Management, LLC | 13,121 | $543K | 0.07% | -299 | 13F-HRTimeline |
| Cambridge Investment Research Advisors,… | 9,272 | $382K | <0.01% | 0 | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 6,811 | $281K | <0.01% | -2,538 | 13F-HRTimelineGroup |
| LPL Financial LLC | 5,456 | $225K | <0.01% | -1,211 | 13F-HRTimeline |
| INTERNATIONAL ASSETS INVESTMENT MANAGEM… | 965 | $39.8K | <0.01% | new | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 36 | $1.48K | <0.01% | -28 | 13F-HRTimelineGroup |