Filing Research | AGNT - AGNT INC Institutional Holdings

Snapshot holdings

45 / 45 loaded

#		Instrument	quantity
1	Baring Financial LLC	Shares	362.8KSH	$2.0M
2	Everhart Financial Group, Inc.	Shares	52.2KSH	$282.3K
3	Louisiana State Employees Retirement System	Shares	41.0KSH	$221.8K
4	Linden Thomas Advisory Services, LLC	Shares	35.1KSH	$189.7K
5	Police & Firemen's Retirement System of New Jersey	Shares	32.1KSH	$173.6K
6	ANCHYRA PARTNERS LLC	Shares	27.5KSH	$148.6K
7	Valeo Financial Advisors, LLC	Shares	26.6KSH	$143.6K
8	Park Capital Management, LLC / WI	Shares	25.5KSH	$138.2K
9	Symmetry Partners, LLC	Shares	24.6KSH	$132.9K
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	24.5KSH	$132.3K
11	Commonwealth Financial Services, LLC	Shares	24.0KSH	$129.7K
12	Fifth Third Wealth Advisors LLC	Shares	22.8KSH	$123.6K
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	22.2KSH	$120.2K
14	Olympiad Research LP	Shares	21.2KSH	$114.7K
15	EverSource Wealth Advisors, LLC	Shares	13.6KSH	$73.4K
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	15.2KSH	$68.7K
17	Versant Capital Management, Inc	Shares	9.3KSH	$50.5K
18	Farther Finance Advisors, LLC	Shares	5.2KSH	$28.4K
19	GAMMA Investing LLC	Shares	3.7KSH	$20.0K
20	SBI Securities Co., Ltd.	Shares	3.2KSH	$17.5K
21	Main Street Group, LTD	Shares	3.1KSH	$16.9K
22	Tradewinds Capital Management, LLC	Shares	1.6KSH	$8.9K
23	CoreCap Advisors, LLC	Shares	1.5KSH	$8.4K
24	Reyes Financial Architecture, Inc.	Shares	1.0KSH	$5.5K
25	SIGNATUREFD, LLC	Shares	841SH	$4.5K
26	SJS Investment Consulting Inc.	Shares	823SH	$4.5K
27	Golden State Wealth Management, LLC	Shares	643SH	$3.5K
28	GoalVest Advisory LLC	Shares	580SH	$3.1K
29	MassMutual Private Wealth & Trust, FSB	Shares	363SH	$2.0K
30	Marquette Asset Management, LLC	Shares	302SH	$1.6K
31	DiNuzzo Private Wealth, Inc.	Shares	7SH	$1.6K
32	Triumph Capital Management	Shares	200SH	$1.1K
33	IFP Advisors, Inc	Shares	195SH	$1.1K
34	Center for Financial Planning, Inc.	Shares	174SH	$942
35	SIMS INVESTMENT MANAGEMENT, LLC	Shares	139SH	$752
36	Retirement Wealth Solutions LLC	Shares	65SH	$354
37	JFS WEALTH ADVISORS, LLC	Shares	60SH	$325
38	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	57.7KSH	$312
39	FARMERS & MERCHANTS INVESTMENTS INC	Shares	50SH	$271
40	True Wealth Design, LLC	Shares	50SH	$271
41	State of Alaska, Department of Revenue	Shares	38.8KSH	$208
42	GILPIN WEALTH MANAGEMENT, LLC	Shares	25SH	$136
43	AMALGAMATED BANK	Shares	24.6KSH	$133
44	Abound Wealth Management	Shares	13SH	$71
45	Davis Capital Management	Shares	9SH	$49

Manager changes2026-06-30 vs 2026-03-31

50 / 52 loaded

#		Instrument
1	ANCHYRA PARTNERS LLC new	Shares	+27.5K	+$148.6K	$148.6K
2	Park Capital Management, LLC / WI new	Shares	+25.5K	+$138.2K	$138.2K
3	Symmetry Partners, LLC new	Shares	+24.6K	+$132.9K	$132.9K
4	Fifth Third Wealth Advisors LLC new	Shares	+22.8K	+$123.6K	$123.6K
5	Olympiad Research LP new	Shares	+21.2K	+$114.7K	$114.7K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+15.2K	+$68.7K	$68.7K
7	Police & Firemen's Retirement System of New Jersey added	Shares	+8.6K	+$32.8K	$173.6K
8	Farther Finance Advisors, LLC added	Shares	+4.9K	+$26.3K	$28.4K
9	Commonwealth Financial Services, LLC added	Shares	+5.4K	+$18.2K	$129.7K
10	Main Street Group, LTD new	Shares	+3.1K	+$16.9K	$16.9K
11	EverSource Wealth Advisors, LLC added	Shares	+2.5K	+$7.0K	$73.4K
12	Versant Capital Management, Inc added	Shares	+1.7K	+$5.0K	$50.5K
13	SBI Securities Co., Ltd. added	Shares	+1.1K	+$4.8K	$17.5K
14	SJS Investment Consulting Inc. new	Shares	+823	+$4.5K	$4.5K
15	SIGNATUREFD, LLC added	Shares	+430	+$2.1K	$4.5K
16	Marquette Asset Management, LLC new	Shares	+302	+$1.6K	$1.6K
17	SIMS INVESTMENT MANAGEMENT, LLC new	Shares	+139	+$752	$752
18	JFS WEALTH ADVISORS, LLC new	Shares	+60	+$325	$325
19	Retirement Wealth Solutions LLC added	Shares	+53	+$279	$354
20	True Wealth Design, LLC new	Shares	+50	+$271	$271
21	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$248	$1.6K
22	IFP Advisors, Inc added	Shares	+51	+$192	$1.1K
23	Davis Capital Management new	Shares	+9	+$49	$49
24	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+3	+$4	$136
25	Abound Wealth Management unchanged	Shares	0	-$7	$71
26	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+2.9K	-$16	$312
27	AMALGAMATED BANK trimmed	Shares	-1.4K	-$23	$133
28	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$29	$271
29	Center for Financial Planning, Inc. unchanged	Shares	0	-$101	$942
30	State of Alaska, Department of Revenue trimmed	Shares	-13.8K	-$106	$208
31	Triumph Capital Management unchanged	Shares	0	-$116	$1.1K
32	Byrne Asset Management LLC exited	Shares	-20	-$120	$0
33	Handelsbanken Fonder AB exited	Shares	-32.9K	-$197	$0
34	GoalVest Advisory LLC unchanged	Shares	0	-$336	$3.1K
35	Golden State Wealth Management, LLC added	Shares	+4	-$348	$3.5K
36	Reyes Financial Architecture, Inc. unchanged	Shares	0	-$585	$5.5K
37	CoreCap Advisors, LLC unchanged	Shares	0	-$897	$8.4K
38	Tradewinds Capital Management, LLC unchanged	Shares	0	-$956	$8.9K
39	Physician Wealth Advisors, Inc. exited	Shares	-167	-$1.0K	$0
40	Sound Income Strategies, LLC exited	Shares	-250	-$1.5K	$0
41	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-225	-$1.6K	$2.0K
42	BURKETT FINANCIAL SERVICES, LLC exited	Shares	-386	-$2.3K	$0
43	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+460	-$11.4K	$132.3K
44	Scarborough Advisors, LLC exited	Shares	-2.0K	-$12.0K	$0
45	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-178	-$13.9K	$120.2K
46	Louisiana State Employees Retirement System added	Shares	+800	-$19.0K	$221.8K
47	GAMMA Investing LLC trimmed	Shares	-2.9K	-$19.3K	$20.0K
48	Linden Thomas Advisory Services, LLC trimmed	Shares	-294	-$22.1K	$189.7K
49	Valeo Financial Advisors, LLC trimmed	Shares	-1.3K	-$22.9K	$143.6K
50	EVERGREEN CAPITAL MANAGEMENT LLC exited	Shares	-11.0K	-$66.0K	$0

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