Position in AGL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$90,316
-$2,062,085 QoQ
Shares Held
11,418
-90.9% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in AGL Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $91,523,821 across 19 Medical Care Facilities names. AGL ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
146,637 | $69,394,493 | |
| 2 | THC |
Tenet Healthcare Corp
|
52,861 | $9,975,399 | |
| 3 | UHS |
Universal Health Services Inc
|
17,829 | $3,190,856 | |
| 4 | DVA |
Davita Inc.
|
15,421 | $2,370,053 | |
| 5 | EHC |
Encompass Health Corp
|
13,636 | $1,319,010 | |
| 6 | CHE |
Chemed Corp
|
3,473 | $1,311,891 | |
| 7 | ENSG |
Ensign Group, Inc
|
4,206 | $847,509 | |
| 8 | LFST |
LifeStance Health Group, Inc.
|
111,292 | $708,930 |
All Filings in AGL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $90,316 | 11,418 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,152,401 | 124,958 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||