AGNC InvestmentAGNC
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 550 institutions reported holding AGNC Investment Corp. (AGNC) in their 13F filings, up 24 from Q3 2024. 70 opened new positions and 68 sold out. The largest holders were Vanguard Group Inc. ($767.3M), BlackRock, Inc. ($418.0M) and Geode Capital Management, LLC ($134.6M). 5 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- AGNC Investment Corp.
- CUSIP
- 00123Q104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $40.6M |
| Exits | 68 | $114.1M |
All 13F filers, Q3 2024 → Q4 2024: 49,848,319 shares bought and 40,817,773 shares sold, net +9,030,546 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 550 holders
| Vanguard Group Inc. | 0.01% | Add +14.1% | 83,316,872 | $767.3M |
| BlackRock, Inc. | 0.01% | Add +11.4% | 45,388,918 | $418.0M |
| Geode Capital Management, LLC | 0.01% | Add +18.8% | 14,614,721 | $134.6M |
| Vaughan Nelson Investment Management, L.P. | 1.23% | Reduce -0.3% | 14,407,721 | $132.7M |
| State Street Corp. | 0.01% | Add +7.6% | 13,668,620 | $127.5M |
| Norges Bank | 0.01% | Add +13.1% | 9,475,463 | $87.3M |
| Allspring Global Investments Holdings, LLC | 0.13% | Add +5.2% | 8,662,954 | $80.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +8.6% | 7,349,657 | $67.7M |
| Equity Investment Corp. | 1.48% | Reduce -6.1% | 6,832,381 | $62.9M |
| UBS Group AG | 0.01% | Add +270.5% | 6,714,468 | $61.8M |
| Ruffer LLP | 2.13% | Reduce -9.6% | 6,399,815 | $58.9M |
| Northern Trust Corp. | 0.01% | Add +24.9% | 6,378,470 | $58.7M |
| Bank of America Corp. | 0.00% | Reduce -44.2% | 5,255,086 | $48.4M |
| Victory Capital Management Inc. | 0.04% | Add +13.4% | 4,870,678 | $44.9M |
| Morgan Stanley | 0.00% | Reduce -9.8% | 4,577,968 | $42.2M |
| Raymond James Financial Inc. | 0.01% | — | 4,325,770 | $39.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +1715.1% | 3,639,956 | $33.5M |
| Natixis Advisors, LLC | 0.06% | Reduce -7.2% | 3,566,153 | $32.8M |
| Wells Fargo & Company | 0.01% | Add +234.9% | 3,347,836 | $30.8M |
| Davidson Investment Advisors | 1.49% | Reduce -2.8% | 3,327,270 | $30.6M |
| Van Eck Associates Corp. | 0.04% | Reduce -13.4% | 2,969,784 | $27.4M |
| Nuveen Asset Management, LLC | 0.01% | Add +10.9% | 2,896,972 | $26.7M |
| Bank of New York Mellon Corp | 0.00% | Add +12.6% | 2,811,514 | $25.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +26.8% | 2,424,258 | $22.3M |
| Invesco Ltd. | 0.00% | Add +0.7% | 2,248,375 | $20.7M |
| Dupree Financial Group, LLC | 9.41% | Add +14.1% | 2,100,042 | $19.3M |
| Royal Bank of Canada | 0.00% | Add +11.9% | 2,042,516 | $18.8M |
| Susquehanna International Group, LLP | 0.03% | Add +237.5% | 1,944,041 | $17.9M |
| Thompson Siegel & Walmsley LLC | 0.27% | Add +5.9% | 1,897,569 | $17.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.04% | Add +70.2% | 1,817,384 | $16.7M |
| First Trust Advisors LP | 0.01% | Add +24.2% | 1,548,710 | $14.3M |
| Swiss National Bank | 0.01% | Add +7.1% | 1,538,900 | $14.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.5% | 1,444,079 | $13.3M |
| Barclays PLC | 0.01% | Reduce -11.8% | 1,369,041 | $12.6M |
| Storebrand Asset Management As | 0.04% | Reduce -12.1% | 1,368,171 | $12.6M |
| Natixis Investment Managers International | 0.96% | Reduce -1.7% | 1,351,790 | $12.4M |
| JPMorgan Chase & Co. | 0.00% | Add +83.3% | 1,333,633 | $12.3M |
| Millennium Management | 0.01% | Reduce -19.8% | 1,288,398 | $11.9M |
| LPL Financial LLC | 0.00% | Add +11.9% | 1,238,895 | $11.4M |
| Advisors Asset Management, Inc. | 0.20% | Reduce -3.7% | 1,202,259 | $11.1M |
| Legal & General Group Plc | 0.00% | Add +7.7% | 1,076,006 | $9.9M |
| Boston Partners | 0.01% | Reduce -3.8% | 1,055,308 | $9.7M |
| Advisors Capital Management, LLC | 0.15% | Add +2.9% | 1,040,069 | $9.6M |
| California Public Employees Retirement System | 0.01% | Add +0.3% | 1,022,721 | $9.4M |
| Amundi | 0.00% | Add +0.0% | 1,013,602 | $9.4M |
| Pekin Hardy Strauss, Inc. | 1.15% | Add +5.2% | 975,914 | $9.0M |
| Punch & Associates Investment Management, Inc. | 0.46% | Add +5.7% | 906,634 | $8.4M |
| Evergreen Capital Management LLC | 0.27% | Add +4964.4% | 872,856 | $8.1M |
| TCW Group Inc. | 0.07% | No change | 861,041 | $7.9M |
| Squarepoint Ops LLC | 0.02% | Add +159.4% | 848,133 | $7.8M |
| Citigroup Inc. | 0.01% | Add +32.9% | 824,574 | $7.6M |
| Stifel Financial Corp. | 0.01% | Add +22.6% | 810,183 | $7.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +12.3% | 781,749 | $7.2M |
| Citadel Advisors | 0.01% | Reduce -93.5% | 775,524 | $7.1M |
| California State Teachers Retirement System | 0.01% | Add +5.4% | 734,414 | $6.8M |
| Rhumbline Advisers | 0.01% | Add +4.8% | 729,565 | $6.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.7% | 722,434 | $6.7M |
| Marshall Wace, LLP | 0.01% | Add +3239.9% | 694,971 | $6.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Add +473.0% | 680,200 | $6.3M |
| Trivium Point Advisory, LLC | 0.73% | Add +8.0% | 630,896 | $5.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -36.4% | 628,073 | $5.8M |
| Algebris (uk) Ltd. | 1.58% | Reduce -25.5% | 641,729 | $5.7M |
| Neuberger Berman Group LLC | 0.00% | Add +8.4% | 615,868 | $5.7M |
| Nomura Holdings Inc. | 0.03% | Add +177.9% | 613,514 | $5.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -18.6% | 594,612 | $5.5M |
| Beck Capital Management, LLC | 1.45% | Add +0.5% | 593,886 | $5.5M |
| PL Capital Advisors, LLC | 1.86% | No change | 593,372 | $5.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +24.8% | 586,628 | $5.4M |
| Bell Bank | 0.40% | Add +20.7% | 586,240 | $5.4M |
| Transcend Capital Advisors, LLC | 0.38% | Reduce -3.9% | 576,706 | $5.3M |
| Stratos Wealth Advisors, LLC | 0.25% | Add +70.2% | 559,410 | $5.2M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 554,356 | $5.1M |
| Pinebridge Investments, L.P. | 0.04% | No change | 546,146 | $5.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -43.2% | 539,320 | $5.0M |
| FWL Investment Management, LLC | 1.75% | Reduce -38.4% | 523,521 | $4.8M |
| Mount Lucas Management LP | 1.67% | Add +2.5% | 522,300 | $4.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +15.8% | 486,010 | $4.5M |
| Cinctive Capital Management LP | 0.23% | Add +12.8% | 467,844 | $4.3M |
| State of Wisconsin Investment Board | 0.01% | Add +0.5% | 464,687 | $4.3M |
| Cetera Investment Advisers | 0.01% | Add +22.4% | 463,699 | $4.3M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +10.5% | 452,530 | $4.2M |
| Schroder Investment Management Group | 0.00% | No change | 453,843 | $4.1M |
| Sei Investments Co. | 0.00% | Add +10.0% | 408,004 | $3.8M |
| HUB Investment Partners, LLC | 0.15% | Add +12.5% | 391,329 | $3.6M |
| New York State Common Retirement Fund | 0.00% | No change | 380,389 | $3.5M |
| Icon Advisers Inc. | 0.80% | New | 377,127 | $3.5M |
| Jacobs Asset Management, LLC | 2.21% | Add +50.1% | 375,300 | $3.5M |
| Prelude Capital Management, LLC | 0.28% | New | 365,460 | $3.4M |
| Alliancebernstein L.P. | 0.00% | Add +2.0% | 364,587 | $3.4M |
| Penn Mutual Asset Management | 8.58% | No change | 360,000 | $3.3M |
| Treasurer of the State of North Carolina | 0.01% | Add +10.9% | 357,702 | $3.3M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -2.5% | 352,403 | $3.2M |
| VPR Management LLC | 1.68% | No change | 350,000 | $3.2M |
| Janus Henderson Group PLC | 0.00% | Add +6.3% | 342,851 | $3.2M |
| Allworth Financial LP | 0.02% | Add +5488.0% | 317,736 | $3.1M |
| MML Investors Services, LLC | 0.01% | Reduce -1.1% | 331,925 | $3.1M |
| US Bancorp \de | 0.00% | Add +38.3% | 331,120 | $3.0M |
| Holocene Advisors, LP | 0.01% | Add +45.3% | 321,196 | $3.0M |
| Balefire, LLC | 0.98% | Reduce -0.5% | 308,207 | $2.9M |
| Delphi Financial Group, Inc. | 1.53% | Add +122.3% | 309,000 | $2.8M |
| Quantbot Technologies LP | 0.10% | New | 301,929 | $2.8M |
| Franklin Resources Inc. | 0.00% | Reduce -48.9% | 298,910 | $2.8M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | — | 295,434 | $2.7M |
| Independent Financial Group, LLC | 0.09% | Reduce -3.5% | 292,544 | $2.7M |
| Two Sigma Investments, LP | 0.01% | Reduce -94.9% | 288,093 | $2.7M |
| Public Employees Retirement System of Ohio | 0.01% | Add +3.8% | 286,609 | $2.6M |
| Crestline Management, L.P. | 0.09% | New | 283,252 | $2.6M |
| Alaska Permanent Fund Corp | 0.04% | No change | 281,217 | $2.6M |
| Group One Trading LLC | 0.09% | New | 271,925 | $2.5M |
| GraniteShares Advisors LLC | 1.56% | New | 268,168 | $2.5M |
| Cibc World Markets Corp. | 0.01% | Add +25.0% | 258,414 | $2.4M |
| Parallax Volatility Advisers, L.P. | 0.06% | New | 256,528 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +14.6% | 255,789 | $2.4M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -0.9% | 239,284 | $2.2M |
| Continuum Advisory, LLC | 0.28% | Reduce -13.7% | 235,235 | $2.2M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -1.7% | 232,967 | $2.1M |
| RBF Capital, LLC | 0.11% | Reduce -34.3% | 230,000 | $2.1M |
| Arizona State Retirement System | 0.01% | Add +7.1% | 226,968 | $2.1M |
| Hollencrest Capital Management | 0.08% | Add +0.1% | 222,635 | $2.1M |
| Kovack Advisors, Inc. | 0.20% | Reduce -3.8% | 221,124 | $2.0M |
| Handelsbanken Fonder AB | 0.01% | No change | 220,100 | $2.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +11.1% | 219,484 | $2.0M |
| Meritage Portfolio Management | 0.12% | New | 216,831 | $2.0M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +73.8% | 209,393 | $1.9M |
| PFG Investments, LLC | 0.12% | Add +58.7% | 209,350 | $1.9M |
| SG Americas Securities, LLC | 0.01% | New | 207,683 | $1.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +5.2% | 203,670 | $1.9M |
| Creative Planning | 0.00% | Add +5.7% | 200,656 | $1.8M |
| Cibc World Market Inc. | 0.00% | Add +12.3% | 199,250 | $1.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +27.9% | 195,018 | $1.8M |
| Prevail Innovative Wealth Advisors, LLC | 0.52% | New | 193,927 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +493.4% | 189,759 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Add +2.0% | 187,455 | $1.7M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 182,998 | $1.7M |
| Consolidated Portfolio Review Corp | 0.27% | Add +40.6% | 181,744 | $1.7M |
| Townsquare Capital LLC | 0.02% | Add +3.1% | 179,443 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +59.5% | 171,848 | $1.6M |
| Waterloo Capital, L.P. | 0.17% | Add +63.5% | 171,550 | $1.6M |
| Dark Forest Capital Management LP | 0.23% | Reduce -56.3% | 166,078 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +31.2% | 163,569 | $1.5M |
| KLP Kapitalforvaltning As | 0.01% | — | 160,500 | $1.5M |
| Bramshill Investments, LLC | 0.23% | Reduce -30.6% | 159,373 | $1.5M |
| Illinois Municipal Retirement Fund | 0.02% | New | 158,825 | $1.5M |
| Two Sigma Securities, LLC | 0.26% | Add +14.2% | 155,782 | $1.4M |
| Verition Fund Management LLC | 0.01% | Reduce -38.8% | 151,471 | $1.4M |
| Graham Capital Management, L.P. | 0.07% | New | 150,000 | $1.4M |
| Penserra Capital Management LLC | 0.03% | Reduce -3.6% | 149,299 | $1.4M |
| AXS Investments LLC | 0.38% | Reduce -14.7% | 146,180 | $1.3M |
| Caption Management, LLC | 0.06% | New | 145,851 | $1.3M |
| Simplify Asset Management Inc. | 0.09% | Add +8.8% | 143,550 | $1.3M |
| Wolverine Trading, LLC | 0.03% | Add +238.2% | 137,534 | $1.3M |
| Founders Financial Alliance, LLC | 0.35% | Reduce -1.1% | 136,611 | $1.3M |
| AIA Group Ltd | 0.03% | Reduce -4.7% | 134,913 | $1.2M |
| Utah Retirement Systems | 0.01% | Add +10.5% | 134,875 | $1.2M |
| Freestone Grove Partners LP | 0.02% | — | 133,987 | $1.2M |
| Federated Hermes, Inc. | 0.00% | Reduce -44.9% | 133,946 | $1.2M |
| Allianz Asset Management GmbH | 0.00% | Add +422.4% | 127,262 | $1.2M |
| Sigma Planning Corp | 0.04% | Add +2.7% | 125,045 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.8% | 123,060 | $1.1M |
| TrueMark Investments, LLC | 0.35% | Reduce -34.8% | 120,685 | $1.1M |
| Transce3nd, LLC | 0.38% | — | 120,230 | $1.1M |
| International Assets Investment Management, LLC | 0.09% | Add +15.6% | 118,424 | $1.1M |
| Keybank National Association | 0.00% | Add +6.8% | 114,680 | $1.1M |
| HBK Sorce Advisory LLC | 0.03% | Reduce -0.9% | 111,097 | $1.0M |
| Pictet Asset Management Holding SA | 0.00% | Add +15.6% | 110,443 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +96.4% | 110,113 | $1.0M |
| Fieldview Capital Management, LLC | 0.15% | — | 108,587 | $1.0M |
| Fortitude Financial, LLC | 0.56% | — | 108,373 | $998K |
| Rareview Capital LLC | 0.71% | New | 94,058 | $984K |
| Caprock Group, LLC | 0.03% | Reduce -21.2% | 105,212 | $982K |
| Astoria Portfolio Advisors LLC. | 0.35% | Add +6.1% | 105,415 | $974K |
| Simplex Trading, LLC | 0.03% | New | 103,398 | $952K |
| ExodusPoint Capital Management, LP | 0.01% | New | 103,236 | $951K |
| Tredje AP-fonden | 0.01% | No change | 103,084 | $949K |
| HighTower Advisors, LLC | 0.00% | Add +9.1% | 102,955 | $948K |
| Waterfront Wealth Inc. | 0.23% | Add +0.8% | 102,628 | $945K |
| Tidal Investments LLC | 0.01% | Add +4.5% | 100,375 | $924K |
| Greenland Capital Management LP | 0.19% | Reduce -9.1% | 100,000 | $921K |
| Voya Investment Management LLC | 0.00% | Add +3.1% | 98,921 | $911K |
| Fortitude Advisory Group L.L.C. | 0.54% | Add +87.5% | 98,144 | $904K |
| Virtu Financial LLC | 0.05% | New | 97,479 | $898K |
| Cozad Asset Management Inc. | 0.08% | Reduce -30.3% | 96,164 | $886K |
| Stableford Capital II LLC | 0.35% | Reduce -1.2% | 95,786 | $882K |
| Wedbush Securities Inc. | 0.03% | Add +7.0% | 93,950 | $865K |
| Bayview Asset Management, LLC | 1.08% | New | 90,000 | $829K |
| Pathstone Holdings, LLC | 0.00% | Reduce -57.9% | 88,672 | $824K |
| Triumph Capital Management | 0.28% | Add +4.1% | 88,602 | $816K |
| Gsa Capital Partners LLP | 0.06% | Add +7.8% | 88,266 | $813K |
| Collar Capital Management, LLC | 0.67% | — | 87,846 | $809K |
| Cannon Global Investment Management, LLC | 1.99% | Reduce -41.7% | 87,500 | $806K |
| Mariner, LLC | 0.00% | Add +22.5% | 87,298 | $804K |
| Guidance Capital, Inc. | 0.24% | Reduce -7.2% | 81,479 | $789K |
| Westend Capital Management, LLC | 0.23% | Add +87.6% | 85,624 | $789K |
| New York Life Investment Management LLC | 0.01% | Reduce -1.0% | 82,830 | $763K |
| Cooper Financial Group | 0.09% | Reduce -13.5% | 82,655 | $761K |
| Deutsche Bank AG | 0.00% | Add +5.2% | 81,021 | $746K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -39.6% | 77,202 | $720K |
| FMR LLC | 0.00% | Reduce -24.9% | 77,807 | $717K |
| Firethorn Wealth Partners, LLC | 0.35% | Reduce -7.5% | 76,995 | $709K |
| Savvy Advisors, Inc. | 0.08% | Add +4.4% | 74,461 | $686K |
| Winebrenner Capital Management LLC | 0.53% | — | 74,000 | $682K |
| Avantax Advisory Services, Inc. | 0.00% | Add +27.3% | 73,898 | $681K |
| Aubrey Capital Management Ltd | 0.26% | Add +30.2% | 73,500 | $677K |
| Jane Street Group, LLC | 0.00% | Reduce -54.3% | 72,401 | $667K |
| Ethic Inc. | 0.01% | Add +238.4% | 71,753 | $661K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 71,525 | $659K |
| AlphaCore Capital LLC | 0.14% | Add +176.2% | 69,946 | $653K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -2.9% | 69,669 | $642K |
| Farringdon Capital, Ltd. | 0.26% | — | 69,368 | $639K |
| SeaCrest Wealth Management, LLC | 0.06% | Add +0.8% | 66,785 | $615K |
| MAI Capital Management | 0.00% | Add +202.6% | 65,059 | $599K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +76.2% | 64,689 | $596K |
| Strategic Financial Concepts, LLC | 0.11% | Reduce -4.9% | 63,145 | $582K |
| Samalin Investment Counsel, LLC | 0.24% | Add +6.1% | 61,600 | $567K |
| Aveo Capital Partners, LLC | 0.06% | Add +0.5% | 60,516 | $557K |
| Corient Private Wealth LP | 0.00% | Reduce -10.4% | 60,393 | $556K |
| Captrust Financial Advisors | 0.00% | Add +12.4% | 58,951 | $543K |
| KG Capital Management | 0.17% | Reduce -4.7% | 58,090 | $535K |
| Principal Securities, Inc. | 0.01% | Add +7.5% | 57,859 | $533K |
| Arkadios Wealth Advisors | 0.03% | Add +28.0% | 57,398 | $529K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +48.5% | 56,607 | $521K |
| DoubleLine ETF Adviser LP | 0.14% | Add +0.7% | 56,161 | $517K |
| Parisi Gray Wealth Management | 0.16% | Add +21.0% | 55,677 | $513K |
| Guggenheim Capital LLC | 0.00% | Add +126.1% | 55,287 | $509K |
| Sowell Financial Services LLC | 0.03% | Add +16.2% | 54,628 | $503K |
| Howard Financial Services, LTD. | 0.07% | Add +195.2% | 53,834 | $496K |
| IFG Advisory, LLC | 0.03% | New | 53,276 | $491K |
| Maridea Wealth Management LLC | 0.16% | — | 52,472 | $483K |
| Parallel Advisors, LLC | 0.01% | Add +26.6% | 51,375 | $473K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Add +0.1% | 50,735 | $467K |
| Cantor Fitzgerald, L. P. | 0.02% | New | 50,600 | $464K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -8.1% | 49,663 | $457K |
| Jefferies Financial Group Inc. | 0.01% | Add +19.6% | 49,433 | $455K |
| Pitcairn Co. | 0.03% | Reduce -0.6% | 49,260 | $454K |
| Sanctuary Advisors, LLC | 0.00% | Add +12.6% | 44,953 | $453K |
| Sterling Capital Management LLC | 0.01% | Add +72.0% | 48,334 | $445K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -16.5% | 46,643 | $431K |
| Triton Wealth Management, PLLC | 0.22% | Reduce -0.2% | 45,674 | $429K |
| Advisory Services Network, LLC | 0.01% | Add +2.9% | 46,399 | $427K |
| Innova Wealth Partners | 0.27% | New | 46,319 | $427K |
| Fermata Advisors, LLC | 0.08% | Add +1.5% | 46,124 | $425K |
| First Foundation Advisors | 0.02% | Reduce -5.9% | 45,946 | $423K |
| Summit Securities Group LLC | 0.16% | Add +89.2% | 45,600 | $420K |
| Belpointe Asset Management LLC | 0.03% | Reduce -4.2% | 40,871 | $417K |
| Choreo, LLC | 0.01% | Add +6.8% | 44,990 | $417K |
| Bank of Montreal | 0.00% | Reduce -7.7% | 44,584 | $411K |
| Xponance LLC | 0.00% | Add +49.3% | 44,339 | $408K |
| Private Trust Co. NA | 0.04% | Add +10.5% | 44,307 | $408K |
| &partners | 0.00% | Add +65.5% | 42,588 | $402K |
| M&T Bank Corp | 0.00% | Add +88.4% | 42,411 | $391K |
| Prospera Financial Services Inc | 0.01% | Add +73.3% | 42,238 | $389K |
| AQR Capital Management | 0.00% | Add +57.0% | 42,203 | $389K |
| Wedmont Private Capital | 0.02% | Reduce -1.7% | 42,445 | $388K |
| J. Safra Sarasin Holding AG | 0.01% | No change | 42,000 | $387K |
| Confluence Investment Management LLC | 0.01% | New | 41,958 | $386K |
| Principal Financial Group Inc. | 0.00% | Reduce -12.6% | 41,747 | $384K |
| Baker Avenue Asset Management, LP | 0.01% | Add +136.9% | 41,631 | $383K |
| Amalgamated Bank | 0.00% | Add +6.5% | 41,477 | $382K |
| Foster Victor Wealth Advisors, LLC | 0.03% | No change | 39,701 | $382K |
| Stephens Inc. | 0.01% | Add +7.8% | 41,009 | $378K |
| Left Brain Wealth Management, LLC | 0.14% | Add +196.2% | 40,575 | $374K |
| AE Wealth Management LLC | 0.00% | Add +79.6% | 39,922 | $368K |
| Focus Partners Wealth | 0.00% | New | 39,854 | $367K |
| Maryland State Retirement & Pension System | 0.01% | No change | 39,655 | $365K |
| Prudential Financial Inc. | 0.00% | Reduce -84.9% | 37,853 | $363K |
| Diligent Investors, LLC | 0.08% | Reduce -2.3% | 38,861 | $358K |
| Inceptionr LLC | 0.08% | Add +50.1% | 38,710 | $357K |
| Global Retirement Partners, LLC | 0.01% | Reduce -65.1% | 37,426 | $345K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +1.8% | 36,736 | $338K |
| Regions Financial Corp. | 0.00% | No change | 36,000 | $332K |
| Castleview Partners, LLC | 0.18% | Add +1.3% | 35,229 | $327K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.3% | 34,156 | $315K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +13.9% | 34,144 | $314K |
| Cerity Partners LLC | 0.00% | Add +74.3% | 32,685 | $313K |
| Yousif Capital Management, LLC | 0.00% | Add +4.8% | 33,854 | $312K |
| Cwm, LLC | 0.00% | Reduce -67.4% | 33,729 | $311K |
| Praxis Investment Management Inc. | 0.02% | New | 33,700 | $310K |
| Cannell & Spears LLC | 0.01% | No change | 33,500 | $309K |
| Redwood Investment Management, LLC | 0.03% | Add +0.7% | 32,938 | $303K |
| Fox Run Management, L.L.C. | 0.05% | Add +102.2% | 32,143 | $296K |
| QRG Capital Management, Inc. | 0.00% | Reduce -5.4% | 31,287 | $288K |
| Paragon Capital Management Ltd | 0.06% | Add +1.3% | 31,115 | $287K |
| Magnus Financial Group LLC | 0.03% | Add +189.2% | 30,885 | $284K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -21.8% | 30,842 | $284K |
| Angel Oak Capital Advisors, LLC | 0.37% | — | 30,500 | $281K |
| KBC Group NV | 0.00% | Add +67.7% | 30,317 | $279K |
| Curi Capital, LLC | 0.01% | No change | 30,074 | $277K |
| Atria Investments, Inc | 0.00% | Reduce -2.6% | 29,726 | $274K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -13.5% | 29,015 | $267K |
| Capital Advisors Inc. | 0.01% | Reduce -1.8% | 28,692 | $264K |
| Park Avenue Securities LLC | 0.00% | Add +139.4% | 28,595 | $263K |
| Nebula Research & Development LLC | 0.03% | New | 28,262 | $260K |
| Cary Street Partners Financial LLC | 0.01% | — | 27,269 | $251K |
| Centaurus Financial, Inc. | 0.02% | Reduce -5.5% | 26,826 | $247K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Reduce -73.3% | 26,173 | $241K |
| Legacy Capital Wealth Partners, LLC | 0.06% | Reduce -11.0% | 26,136 | $241K |
| Infrastructure Capital Advisors, LLC | 0.04% | Add +23.3% | 25,939 | $239K |
| PVG Asset Management Corp. | 1.13% | Reduce -31.1% | 25,860 | $238K |
| Independent Advisor Alliance | 0.00% | Add +94.5% | 25,530 | $235K |
| Tudor Investment Corporation | 0.00% | New | 25,220 | $232K |
| Lazari Capital Management, Inc. | 0.09% | No change | 25,105 | $231K |
| Jump Financial, LLC | 0.01% | Add +40.4% | 24,941 | $230K |
| Elo Mutual Pension Insurance Co | 0.00% | New | 24,764 | $228K |
| Benjamin Edwards Inc. | 0.00% | Reduce -3.4% | 24,560 | $226K |
| CFO4Life Group, LLC | 0.04% | Add +66.6% | 24,537 | $226K |
| AA Financial Advisors, LLC | 0.06% | Add +0.2% | 24,502 | $226K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -44.9% | 23,600 | $217K |
| Compound Planning, Inc. | 0.01% | Reduce -12.3% | 23,576 | $217K |
| D.A. Davidson & Co. | 0.00% | Add +6.6% | 23,517 | $217K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +5.7% | 23,129 | $213K |
| Private Portfolio Partners LLC | 0.04% | Add +20.8% | 22,681 | $209K |
| Norden Group LLC | 0.02% | Add +29.9% | 22,507 | $207K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +28.5% | 21,799 | $201K |
| Lido Advisors, LLC | 0.00% | Reduce -90.4% | 21,240 | $198K |
| CIBC Asset Management Inc | 0.00% | Add +5.3% | 21,428 | $197K |
| Compass Financial Group, INC | 0.04% | No change | 21,376 | $197K |
| OneDigital Investment Advisors LLC | 0.00% | Add +24.1% | 21,337 | $197K |
| Geneos Wealth Management Inc. | 0.01% | No change | 20,500 | $189K |
| Mutual Advisors, LLC | 0.01% | Reduce -5.8% | 19,750 | $189K |
| Leonteq Securities AG | 0.02% | No change | 20,000 | $188K |
| Equitable Holdings, Inc. | 0.00% | Add +0.6% | 20,277 | $187K |
| Cura Wealth Advisors, LLC | 0.08% | — | 20,000 | $184K |
| SVB Wealth LLC | 0.00% | New | 19,292 | $178K |
| Portside Wealth Group, LLC | 0.03% | Reduce -6.5% | 19,225 | $177K |
| Nwam LLC | 0.01% | Add +43.2% | 18,663 | $172K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +6.6% | 18,505 | $170K |
| Vanguard Capital Wealth Advisors | 0.19% | Reduce -35.1% | 18,500 | $170K |
| Foundations Investment Advisors, LLC | 0.00% | Add +5.6% | 18,357 | $169K |
| Kingstone Capital Partners Texas, LLC | 0.14% | — | 18,308 | $169K |
| HSBC Holdings PLC | 0.00% | Add +5.6% | 18,259 | $168K |
| Collaborative Wealth Managment Inc. | 0.08% | No change | 18,090 | $167K |
| DDD Partners, LLC | 0.02% | Reduce -35.3% | 18,058 | $166K |
| NewEdge Advisors, LLC | 0.00% | Add +126.0% | 18,018 | $166K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -18.1% | 17,218 | $164K |
| Creative Financial Designs Inc. | 0.01% | Reduce -6.0% | 17,725 | $163K |
| Wealthcare Advisory Partners LLC | 0.00% | Add +49.8% | 17,526 | $161K |
| Icon Wealth Advisors, LLC | 0.01% | No change | 17,490 | $161K |
| Navis Wealth Advisors, LLC | 0.17% | No change | 17,000 | $157K |
| 180 Wealth Advisors, LLC | 0.02% | Reduce -10.3% | 16,836 | $155K |
| Callan Family Office, LLC | 0.01% | New | 16,668 | $154K |
| New Wave Wealth Advisors LLC | 0.06% | Reduce -3.9% | 16,634 | $153K |
| Frank, Rimerman Advisors LLC | 0.01% | Reduce -64.3% | 16,627 | $153K |
| Joel Isaacson & Co., LLC | 0.01% | Add +36.4% | 16,532 | $152K |
| Truist Financial Corp. | 0.00% | Reduce -35.0% | 16,401 | $151K |
| WealthTrust Axiom LLC | 0.04% | No change | 16,200 | $149K |
| Quantinno Capital Management LP | 0.00% | Add +6.0% | 16,199 | $149K |
| Dynamic Technology Lab Private Ltd | 0.02% | New | 16,100 | $149K |
| Sonora Investment Management Group, LLC | 0.01% | Reduce -11.1% | 16,054 | $148K |
| Orange Investment Advisors, Inc. | 0.02% | No change | 16,000 | $147K |
| Blue Trust, Inc. | 0.00% | Add +304.6% | 15,800 | $146K |
| Brookstone Capital Management | 0.00% | Add +47.2% | 15,583 | $144K |
| Vident Advisory, LLC | 0.00% | New | 15,534 | $143K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -10.9% | 15,278 | $141K |
| Insight Advisors, LLC/ PA | 0.02% | No change | 15,164 | $140K |
| Weaver Consulting Group | 0.04% | Add +45.0% | 15,218 | $140K |
| O'ROURKE & COMPANY, Inc | 0.07% | Reduce -12.8% | 15,186 | $140K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -17.2% | 15,131 | $139K |
| Fisher Asset Management | 0.00% | New | 15,014 | $138K |
| Rogco, LP | 0.06% | No change | 15,000 | $138K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -31.9% | 14,685 | $136K |
| Integrated Wealth Concepts LLC | 0.00% | New | 14,694 | $135K |
| NFSG Corp | 0.03% | Reduce -11.8% | 14,672 | $135K |
| Summit Trail Advisors, LLC | 0.01% | Add +42.5% | 14,456 | $135K |
| Atom Investors LP | 0.02% | New | 14,540 | $134K |
| Motiv8 Investments LLC | 0.09% | Add +40.5% | 14,498 | $134K |
| AlphaStar Capital Management, LLC | 0.01% | New | 14,395 | $133K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 14,360 | $132K |
| MetLife Investment Management, LLC | 0.00% | Add +10.5% | 14,292 | $132K |
| Composition Wealth, LLC | 0.00% | No change | 14,268 | $131K |
| Ieq Capital, LLC | 0.00% | Add +19.5% | 14,179 | $131K |
| HB Wealth Management, LLC | 0.00% | New | 14,020 | $129K |
| Genesis Wealth Advisors, LLC | 0.11% | — | 13,995 | $129K |
| New Age Alpha Advisors, LLC | 0.01% | New | 13,514 | $124K |
| Talon Private Wealth, LLC | 0.03% | New | 13,500 | $124K |
| Retirement Income Solutions, Inc. | 0.02% | Add +27.3% | 13,380 | $123K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.03% | Reduce -5.5% | 13,363 | $123K |
| Waverly Advisors, LLC | 0.00% | Add +29.5% | 13,278 | $122K |
| Dudley Capital Management, LLC | 0.06% | Reduce -12.9% | 13,200 | $122K |
| Manchester Financial Inc. | 0.03% | No change | 13,171 | $121K |
| Hilton Capital Management, LLC | 0.01% | No change | 13,000 | $120K |
| Garden State Investment Advisory Services LLC | 0.04% | Add +2.3% | 12,938 | $119K |
| BLB&B Advisors, LLC | 0.01% | No change | 12,805 | $118K |
| CreativeOne Wealth, LLC | 0.00% | Reduce -30.8% | 12,749 | $117K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -71.8% | 12,705 | $117K |
| Camelot Portfolios, LLC | 0.12% | Reduce -1.9% | 12,506 | $115K |
| WealthPLAN Partners, LLC | 0.02% | Add +5.9% | 12,485 | $115K |
| Intech Investment Management LLC | 0.00% | New | 12,416 | $114K |
| Nicholas Wealth, LLC. | 0.06% | New | 12,500 | $114K |
| Jackson Thornton Wealth Management, LLC | 0.01% | New | 12,303 | $113K |
| Insigneo Advisory Services, LLC | 0.01% | Reduce -7.2% | 12,232 | $113K |
| Level Four Advisory Services, LLC | 0.00% | Reduce -3.9% | 12,139 | $112K |
| EP Wealth Advisors, LLC | 0.00% | New | 12,113 | $112K |
| Snowden Capital Advisors LLC | 0.00% | Reduce -10.7% | 11,956 | $112K |
| Graypoint LLC | 0.01% | New | 12,070 | $111K |
| BTC Capital Management, Inc. | 0.01% | No change | 12,000 | $111K |
| Mills Wealth Advisors LLC | 0.06% | New | 11,847 | $109K |
| Diversify Advisory Services, LLC | 0.01% | New | 11,926 | $109K |
| Bridgefront Capital, LLC | 0.04% | New | 11,749 | $108K |
| Alpine Global Management, LLC | 0.04% | New | 11,664 | $107K |
| Winch Advisory Services, LLC | 0.03% | Add +81.3% | 11,617 | $107K |
| King Luther Capital Management Corp. | 0.00% | No change | 11,395 | $105K |
| Swiss Life Asset Management Ltd | 0.00% | New | 11,367 | $105K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 11,220 | $103K |
| Anfield Capital Management, LLC | 0.04% | No change | 11,142 | $103K |
| New Century Financial Group, LLC | 0.04% | Add +1.3% | 10,768 | $102K |
| KDT Advisors, LLC | 0.15% | — | 11,000 | $101K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -11.6% | 10,960 | $101K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -11.6% | 10,960 | $101K |
| IHT Wealth Management, LLC | 0.00% | Add +6.6% | 10,958 | $101K |
| Oarsman Capital, Inc. | 0.02% | No change | 10,877 | $100K |
| Financial Gravity Companies, Inc. | 0.02% | New | 10,741 | $99K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -27.4% | 10,625 | $98K |
| one8zero8, LLC | 0.02% | — | 10,500 | $97K |
| Gilman Hill Asset Management, LLC | 0.02% | Reduce -58.0% | 10,500 | $97K |
| Proffitt & Goodson Inc. | 0.02% | Add +7.0% | 10,376 | $96K |
| TD Private Client Wealth LLC | 0.00% | Add +10.4% | 10,322 | $95K |
| Martin Worley Group | 0.06% | — | 10,290 | $95K |
| Essex LLC | 0.02% | No change | 10,200 | $94K |
| Vise Technologies, Inc. | 0.01% | New | 10,099 | $93K |
| E&G Advisors, LLC | 0.03% | Reduce -15.2% | 10,055 | $93K |
| SLT Holdings LLC | 0.09% | — | 10,000 | $92K |
| Pacific Capital Wealth Advisors, Inc. | 0.02% | No change | 10,000 | $92K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +21.7% | 9,949 | $92K |
| Jones Financial Companies LLLP | 0.00% | Add +31.0% | 9,823 | $90K |
| Brown Brothers Harriman & Co. | 0.00% | New | 9,496 | $87K |
| Rothschild Investment LLC | 0.01% | Reduce -0.1% | 9,200 | $85K |
| Covestor Ltd | 0.05% | Add +19.4% | 9,166 | $84K |
| Avior Wealth Management, LLC | 0.00% | Add +413.8% | 8,853 | $82K |
| Hazlett, Burt & Watson, Inc. | 0.03% | New | 8,000 | $74K |
| McIlrath & Eck, LLC | 0.01% | Add +524.1% | 7,652 | $70K |
| Ascentis Wealth Management, LLC | 0.02% | Reduce -99.5% | 7,578 | $70K |
| Montag A & Associates Inc. | 0.00% | No change | 7,329 | $68K |
| Front Row Advisors LLC | 0.02% | Add +75.0% | 7,000 | $65K |
| Signaturefd, LLC | 0.00% | Reduce -41.3% | 6,786 | $62K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 6,111 | $56K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 6,000 | $55K |
| Mainstream Capital Management LLC | 0.04% | Reduce -51.8% | 5,810 | $54K |
| Corebridge Financial, Inc. | 0.00% | Add +2.9% | 5,654 | $52K |
| IFP Advisors, Inc | 0.00% | Reduce -90.2% | 5,218 | $48K |
| Bruce G. Allen Investments, LLC | 0.04% | No change | 5,203 | $48K |
| Hexagon Capital Partners LLC | 0.01% | No change | 5,050 | $47K |
| Strategic Investment Solutions, Inc. | 0.02% | Add +150.0% | 5,000 | $46K |
| CoreCap Advisors, LLC | 0.00% | Add +34.8% | 4,765 | $44K |
| CI Investments Inc. | 0.00% | Add +79.3% | 4,691 | $43K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +162.5% | 4,145 | $38K |
| Spire Wealth Management | 0.00% | Add +94.5% | 4,059 | $37K |
| Nova Wealth Management, Inc. | 0.03% | — | 4,053 | $37K |
| Coppell Advisory Solutions LLC | 0.01% | Reduce -16.8% | 3,969 | $37K |
| LRI Investments, LLC | 0.00% | No change | 3,927 | $36K |
| Huntington National Bank | 0.00% | Reduce -46.3% | 3,602 | $33K |
| Smartleaf Asset Management LLC | 0.00% | Add +28.8% | 3,555 | $33K |
| Cape Investment Advisory, Inc. | 0.01% | Add +0.8% | 3,474 | $32K |
| National Bank of Canada | 0.00% | Add +112.7% | 3,458 | $32K |
| Salem Investment Counselors Inc. | 0.00% | No change | 3,154 | $29K |
| GeoWealth Management, LLC | 0.00% | Reduce -33.4% | 3,113 | $29K |
| Financial Life Planners | 0.02% | — | 3,089 | $28K |
| Cary Street Partners Investment Advisory LLC | 0.02% | New | 3,000 | $28K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -4.2% | 2,833 | $26K |
| Fourth Dimension Wealth, LLC | 0.01% | — | 2,800 | $26K |
| TCTC Holdings, LLC | 0.00% | No change | 2,712 | $25K |
| SWAN Capital LLC | 0.01% | New | 2,500 | $23K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 2,392 | $23K |
| Riverview Trust Co | 0.02% | No change | 2,425 | $22K |
| PSI Advisors, LLC | 0.01% | Add +14.3% | 2,400 | $22K |
| MeadowBrook Investment Advisors LLC | 0.02% | Reduce -37.8% | 860 | $21K |
| Painted Porch Advisors LLC | 0.01% | Add +910.5% | 2,021 | $19K |
| Financial Perspectives, Inc | 0.01% | New | 2,020 | $19K |
| Innovative Advisory Group, LLC | 0.02% | — | 2,000 | $18K |
| Raleigh Capital Management Inc. | 0.01% | No change | 2,000 | $18K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +9.6% | 1,973 | $18K |
| GAMMA Investing LLC | 0.00% | Add +45.5% | 1,960 | $18K |
| Quadrant Capital Group LLC | 0.00% | Add +0.6% | 1,933 | $18K |
| Bill Few Associates, Inc. | 0.01% | No change | 12,470 | $16K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 1,730 | $16K |
| Activest Wealth Management | 0.00% | Add +0.1% | 1,701 | $16K |
| Sound Income Strategies, LLC | 0.00% | Add +32.8% | 1,660 | $15K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,563 | $14K |
| Financial Connections Group, Inc. | 0.01% | Add +3.8% | 1,520 | $14K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 1,414 | $13K |
| SouthState Bank Corp | 0.00% | New | 1,400 | $13K |
| Versant Capital Management, Inc | 0.00% | Add +611.6% | 1,352 | $12K |
| Broadwater Capital Management LLC | 0.01% | No change | 1,320 | $12K |
| Brooklyn Investment Group | 0.00% | Add +0.1% | 1,307 | $12K |
| Crewe Advisors LLC | 0.00% | Add +8.7% | 1,273 | $12K |
| Tortoise Investment Management, LLC | 0.00% | No change | 1,257 | $12K |
| Aventura Private Wealth, LLC | 0.01% | — | 1,209 | $11K |
| Caitlin John, LLC | 0.01% | No change | 1,120 | $10K |
| Darwin Wealth Management, LLC | 0.00% | Add +3.6% | 1,029 | $9K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -65.8% | 1,027 | $9K |
| Peoples Bank | 0.01% | No change | 1,000 | $9K |
| Bell Investment Advisors, Inc | 0.00% | Add +134.7% | 953 | $9K |
| Financial Network Wealth Advisors LLC | 0.02% | Reduce -21.0% | 904 | $8K |
| Bogart Wealth, LLC | 0.00% | No change | 850 | $8K |
| TD Waterhouse Canada Inc. | 0.00% | New | 842 | $8K |
| Larson Financial Group LLC | 0.00% | Add +29.8% | 772 | $7K |
| Atlatl Advisers LLC | 0.00% | — | 700 | $6K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Add +40.0% | 700 | $6K |
| Decker Retirement Planning Inc. | 0.00% | — | 699 | $6K |
| Parkside Financial Bank & Trust | 0.00% | Add +50.4% | 689 | $6K |
| Aspect Partners, LLC | 0.00% | Add +3.8% | 608 | $6K |
| Wolff Wiese Magana LLC | 0.00% | No change | 600 | $6K |
| Gen-Wealth Partners Inc | 0.00% | No change | 595 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +7.1% | 545 | $5K |
| Avion Wealth | 0.00% | Add +3.4% | 614 | $5K |
| Godsey & Gibb, Inc. | 0.00% | No change | 540 | $5K |
| Deseret Mutual Benefit Administrators | 0.00% | Reduce -62.4% | 523 | $5K |
| American National Bank & Trust | 0.00% | New | 458 | $4K |
| Arax Advisory Partners | 0.00% | Reduce -2.8% | 453 | $4K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.0% | 445 | $4K |
| Lindbrook Capital, LLC | 0.00% | Reduce -84.5% | 444 | $4K |
| Maia Wealth LLC | 0.00% | New | 400 | $4K |
| HM Payson & Co. | 0.00% | New | 389 | $4K |
| Trust Co. of Vermont | 0.00% | No change | 329 | $3K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -71.0% | 295 | $3K |
| Mather Group, Llc. | 0.00% | No change | 313 | $3K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 300 | $3K |
| Wingate Wealth Advisors, Inc. | 0.00% | — | 300 | $3K |
| Danske Bank A/S | 0.00% | Reduce -99.8% | 300 | $3K |
| Assetmark, Inc. | 0.00% | Add +1266.7% | 287 | $3K |
| Archer Investment Corp | 0.00% | Add +1.9% | 272 | $3K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 241 | $2K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 230 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 229 | $2K |
| Venturi Wealth Management, LLC | 0.00% | No change | 228 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +95.0% | 195 | $2K |
| UMB Bank, n.a. | 0.00% | New | 205 | $2K |
| First Horizon Advisors, Inc. | 0.00% | New | 202 | $2K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 200 | $2K |
| Clearstead Advisors, LLC | 0.00% | Reduce -29.1% | 200 | $2K |
| Bellwether Advisors, LLC | 0.00% | New | 162 | $1K |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 133 | $1K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 133 | $1K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 100 | $1K |
| Roble, Belko & Company, Inc | 0.00% | Add +3.1% | 132 | $1K |
| Truvestments Capital LLC | 0.00% | New | 106 | $978 |
| West Financial Advisors, LLC | 0.00% | New | 101 | $933 |
| Key Financial Inc | 0.00% | No change | 89 | $820 |
| Fortis Group Advisors, LLC | 0.00% | No change | 85 | $783 |
| Ameriflex Group, Inc. | 0.00% | — | 60 | $598 |
| Mountain Hill Investment Partners Corp. | 0.00% | — | 60 | $555 |
| HHM Wealth Advisors, LLC | 0.00% | Add +2.0% | 51 | $467 |
| MV Capital Management, Inc. | 0.00% | Reduce -47.8% | 48 | $443 |
| Raffa Wealth Management, LLC | 0.00% | No change | 47 | $433 |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 27 | $262 |
| Lanark Financial, Inc. | 0.02% | — | 20 | $191 |
| Quent Capital, LLC | 0.00% | No change | 17 | $157 |
| WealthTrak Capital Management LLC | 0.00% | — | 15 | $139 |
| Center for Financial Planning, Inc. | 0.00% | No change | 3 | $28 |
| Hemington Wealth Management | 0.00% | No change | 3 | $0 |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -90.8% | 100 | $0 |
"% of holder's portfolio" is AGNC's weight in each manager's 13F, not the share of AGNC Investment Corp. the manager owns.