$AGZ is held by 3 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.16% to 0.19%, with an average of 0.18% of portfolio. Largest holder: TRUE Private Wealth Advisors at 0.19%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
ISHARES TR
13F holders
139
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 139 · Source: 13F-HR01
Private Harbour Investment Management & Counsel, LLC
—
—
02
Compound Global Advisors, LLC
—
—
03
Mountain Pacific Investment Advisers LLC
—
—
04
Dimensional Fund Advisors
—
—
05
Bailard, Inc.
—
—
06
Astor Investment Management LLC
—
—
07
Sheaff Brock Investment Advisors, LLC
—
—
08
Arvest Investments, Inc.
—
—
09
Stonebridge Capital Advisors LLC
—
—
10
RKL Wealth Management LLC
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
3 holders · Q1 202601
TRUE Private Wealth Advisors
0.19% NEW
α +23.4pts
02
Pacific Financial Group Inc.
0.19% held
α +14.3pts
03
Narus Financial Partners, LLC
0.16% held
α +11.1pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $AGZ in the recent window.
Congress trades · last 90 days
4 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $AGZ lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $AGZ — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 08:38 UTC.