AGZ ISHARES TR
FollowSTOK (fund)
Filings received so far for Q3 2026: 10 13F filers report a position in AGZ shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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 |
|---|---|---|---|---|---|
| BAILARD, INC. | 124,154 | $13.2M | 0.27% | -1,429 | 13F-HRTimeline |
| Great Diamond Partners, LLC | 77,613 | $8.27M | 1.39% | +3,327 | 13F-HRTimeline |
| Hennion & Walsh Asset Management, Inc. | 18,768 | $2M | 0.06% | -7,331 | 13F-HRTimeline |
| MassMutual Private Wealth & Trust, FSB | 10,001 | $1.07M | 0.03% | new | 13F-HRTimeline |
| Balefire, LLC | 7,983 | $851K | 0.13% | new | 13F-HRTimeline |
| Avior Wealth Management, LLC | 2,707 | $288K | 0.01% | +25 | 13F-HRTimeline |
| FIDUCIARY FINANCIAL GROUP, LLC | 2,509 | $267K | 0.03% | 0 | 13F-HRTimeline |
| Legacy Private Trust Co. | 2,300 | $245K | 0.01% | new | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 147 | $15.7K | <0.01% | +22 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 1 | $107 | <0.01% | 0 | 13F-HRTimeline |