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☆AGGA

23 in-universe funds with a nonzero position in AGGA within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#1914

Score / z0.000 / -0.02

Consensus7.01 over 19 funds

Momentumnot computed

Price & positioning

226 cached closes, trailing year

Drawdownnot computed

Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.

Fund holders

Fund ▾	Quality Q ▾	Positions ▾	Value ($M) ▾	% of Fund AUM ▾	Qtrs Held ▾	Δ 1Q ▾	Δ 2Q ▾	Δ 3Q ▾	Δ 4Q ▾
☆Astoria Portfolio Advisors LLC. CIK 0001931642	0.385	354	42.2	7.1%	5	+0.1 pp	+0.4 pp	+0.4 pp	+0.5 pp
☆Hobbs Group Advisors, LLC CIK 0002012280	0.480	164	21.1	5.5%	5	-0.2 pp	-0.1 pp	+0.6 pp	+1.6 pp
☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736	0.081	77	6.9	7.1%	1	+7.1 pp	+2.6 pp	+3.5 pp	+4.1 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757	0.272	115	6.7	6.3%	4	-0.7 pp	+0.3 pp	+2.1 pp	+6.3 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443	0.688	69	6.6	3.3%	1	+3.3 pp	+0.0 pp	-0.0 pp	+1.0 pp
☆Park Edge Advisors, LLC CIK 0001965659	0.444	149	4.4	0.9%	2	-0.1 pp	+0.9 pp	+0.9 pp	+0.9 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026	0.250	391	2.3	0.4%	5	-0.0 pp	-0.0 pp	+0.1 pp	+0.4 pp
☆Latitude Advisors, LLC CIK 0001843715	0.190	239	2.0	0.8%	5	+0.1 pp	+0.2 pp	+0.3 pp	+0.2 pp
☆Sound Income Strategies, LLC CIK 0001730960	0.451	483	1.8	0.1%	2	+0.1 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆World Investment Advisors CIK 0001652594	0.670	1523	1.4	0.0%	3	+0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆GeoWealth Management, LLC CIK 0001593387	0.736	882	1.3	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆BLUEDOOR PRIVATE WEALTH, LLC CIK 0002110994	0.261	160	1.3	0.5%	2	-0.1 pp	+0.5 pp	+0.5 pp	+0.5 pp
☆MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203	0.412	73	0.6	0.0%	3	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663	0.505	1586	0.5	0.0%	2	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053	0.483	6351	0.4	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888	0.450	5522	0.4	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	-0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476	0.215	389	0.4	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Stillwater Private Wealth, LLC CIK 2137933	0.065	83	0.3	0.2%	1	+0.2 pp	+0.2 pp	+0.2 pp	+0.2 pp
☆WealthTrak Capital Management LLC CIK 0002052710	0.237	77	0.3	0.2%	1	+0.2 pp	+0.2 pp	+0.2 pp	+0.2 pp
☆4WEALTH ADVISORS, INC. CIK 0002056676	0.144	151	0.2	0.2%	1	+0.2 pp	+0.2 pp	+0.2 pp	+0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027	0.954	4062	0.0	0.0%	0	+0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059	0.164	225	0.0	0.0%	0	-0.2 pp	-0.7 pp	-0.7 pp	-0.7 pp
☆Sensible Financial Planning & Management, LLC. CIK 0001567738	0.884	31	0.0	0.0%	0	+0.0 pp	+0.0 pp	+0.0 pp	-0.1 pp

Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just AGGA). Qtrs Held counts distinct quarters this fund has actually held AGGA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AGGA position size. Δ columns are the percentage-point change in AGGA's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.

Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status