AGNC InvestmentAGNC

13F holders, Q1 2025 (March 31)
565holders +15
92new positions
70sold out
7famous investors
$9.58avg. 13F price*

At the end of Q1 2025, 565 institutions reported holding AGNC Investment Corp. (AGNC) in their 13F filings, up 15 from Q4 2024. 92 opened new positions and 70 sold out. The largest holders were Vanguard Group Inc. ($821.8M), BlackRock, Inc. ($470.2M) and Geode Capital Management, LLC ($216.3M). 7 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
AGNC Investment Corp.
CUSIP
00123Q104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 472Q1 2024Q2 2024: 474Q2 2024Q3 2024: 526Q3 2024Q4 2024: 550Q4 2024Q1 2025: 565Q1 2025Q2 2025: 568Q2 2025Q3 2025: 601Q3 2025Q4 2025: 648Q4 2025Q1 2026: 680Q1 2026Q2 2026: 705Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions92$119.2M
Exits70$57.4M

All 13F filers, Q4 2024 → Q1 2025: 72,659,546 shares bought and 20,889,212 shares sold, net +51,770,334 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 565 holders

Vanguard Group Inc. 0.01% Add +3.0% 85,779,209 $821.8M
BlackRock, Inc. 0.01% Add +8.1% 49,083,692 $470.2M
Geode Capital Management, LLC 0.02% Add +54.2% 22,534,534 $216.3M
Vaughan Nelson Investment Management, L.P. 1.63% Add +18.0% 16,996,741 $162.8M
State Street Corp. 0.01% Add +8.2% 14,786,664 $143.4M
UBS Group AG 0.02% Add +71.4% 11,506,445 $110.2M
Norges Bank 0.01% Add +12.9% 10,698,293 $102.5M
FMR LLC 0.01% Add +13517.0% 10,594,940 $101.5M
Bank of America Corp. 0.01% Add +94.2% 10,204,883 $97.8M
Allspring Global Investments Holdings, LLC 0.14% Reduce -1.3% 8,551,876 $81.2M
Equity Investment Corp. 1.58% Add +8.2% 7,395,081 $70.8M
Morgan Stanley 0.00% Add +56.9% 7,181,222 $68.8M
Charles Schwab Investment Management Inc. 0.01% Reduce -4.8% 6,996,527 $67.0M
Northern Trust Corp. 0.01% Add +0.2% 6,393,959 $61.3M
Citadel Advisors 0.06% Add +668.9% 5,962,662 $57.1M
Victory Capital Management Inc. 0.05% Reduce -0.2% 4,860,697 $46.6M
Natixis Advisors, LLC 0.08% Add +21.1% 4,318,354 $41.4M
First Trust Advisors LP 0.03% Add +148.8% 3,853,596 $36.9M
Renaissance Technologies 0.05% New 3,585,129 $34.3M
Davidson Investment Advisors 1.62% Add +3.0% 3,428,281 $32.8M
Van Eck Associates Corp. 0.04% Add +15.1% 3,417,568 $32.7M
Raymond James Financial Inc. 0.01% Reduce -26.3% 3,189,583 $30.6M
Nuveen, LLC 0.01% — 3,188,513 $30.5M
Bank of New York Mellon Corp 0.01% Add +6.0% 2,979,319 $28.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +16.0% 2,811,782 $26.9M
Goldman Sachs Group Inc. 0.00% Reduce -26.1% 2,691,002 $25.8M
Susquehanna International Group, LLP 0.04% Add +27.1% 2,471,692 $23.7M
Invesco Ltd. 0.00% Add +1.9% 2,290,996 $21.9M
Royal Bank of Canada 0.00% Add +1.3% 2,068,564 $19.8M
Dupree Financial Group, LLC 8.31% Reduce -4.0% 2,015,187 $19.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Add +6.4% 1,933,138 $18.5M
Wells Fargo & Company 0.00% Reduce -48.6% 1,722,018 $16.5M
Swiss National Bank 0.01% Add +11.5% 1,715,900 $16.4M
Thompson Siegel & Walmsley LLC 0.28% Reduce -10.1% 1,705,797 $16.3M
Ostrum Asset Management 0.86% New 1,705,220 $16.3M
Ruffer LLP 0.62% Reduce -73.7% 1,685,570 $16.1M
Envestnet Asset Management Inc. 0.00% Add +8.4% 1,565,671 $15.0M
Citigroup Inc. 0.01% Add +80.4% 1,487,202 $14.2M
LPL Financial LLC 0.01% Add +12.4% 1,392,082 $13.3M
JPMorgan Chase & Co. 0.00% Reduce -1.3% 1,316,797 $12.6M
Storebrand Asset Management As 0.04% Reduce -8.2% 1,256,581 $12.0M
Advisors Asset Management, Inc. 0.22% Add +1.5% 1,219,893 $11.7M
Legal & General Group Plc 0.00% Add +13.4% 1,219,824 $11.7M
California Public Employees Retirement System 0.01% Add +9.7% 1,121,487 $10.7M
Advisors Capital Management, LLC 0.16% Add +2.6% 1,067,011 $10.2M
Pekin Hardy Strauss, Inc. 1.20% Add +5.5% 1,030,123 $9.9M
Amundi 0.00% Add +3.2% 1,045,642 $9.8M
Boston Partners 0.01% Reduce -4.8% 1,004,229 $9.6M
Thrivent Financial for Lutherans 0.02% Add +21.4% 949,286 $9.1M
Qube Research & Technologies Ltd 0.01% New 938,339 $9.0M
Franklin Resources Inc. 0.00% Add +211.1% 929,872 $8.9M
Stifel Financial Corp. 0.01% Add +12.8% 913,811 $8.8M
D. E. Shaw & Co. 0.01% New 901,448 $8.6M
Punch & Associates Investment Management, Inc. 0.57% Reduce -1.1% 896,626 $8.6M
HRT Financial LP 0.05% New 866,331 $8.3M
TCW Group Inc. 0.07% No change 861,041 $8.2M
Evergreen Capital Management LLC 0.27% Reduce -5.9% 821,571 $8.0M
California State Teachers Retirement System 0.01% Add +11.8% 821,151 $7.9M
Commonwealth Equity Services, LLC 0.01% Add +12.5% 812,562 $7.8M
Barclays PLC 0.00% Reduce -41.6% 799,140 $7.7M
Neuberger Berman Group LLC 0.01% Add +27.6% 785,558 $7.5M
Rhumbline Advisers 0.01% Add +6.5% 777,264 $7.4M
Trivium Point Advisory, LLC 0.84% Add +11.8% 705,239 $6.8M
Osaic Holdings, Inc. 0.01% Add +4.2% 654,140 $6.3M
FWL Investment Management, LLC 2.25% Add +20.9% 632,707 $6.1M
Cetera Investment Advisers 0.01% Add +36.0% 630,800 $6.0M
Cambridge Investment Research Advisors, Inc. 0.02% Add +4.3% 612,122 $5.9M
Mackenzie Financial Corp. 0.01% New 606,551 $5.8M
Beck Capital Management, LLC 1.66% Reduce -1.0% 587,905 $5.6M
Townsquare Capital LLC 0.06% Add +227.5% 587,625 $5.6M
Transcend Capital Advisors, LLC 0.40% Add +1.6% 585,745 $5.6M
T. Rowe Price Associates Inc. 0.00% Add +17.7% 572,084 $5.5M
Stratos Wealth Advisors, LLC 0.29% Reduce 0.0% 559,393 $5.4M
State Board of Administration of Florida Retirement System 0.01% No change 554,356 $5.3M
Mount Lucas Management LP 2.47% Add +5.0% 548,600 $5.3M
Pinebridge Investments, L.P. 0.04% No change 546,146 $5.2M
Marshall Wace, LLP 0.01% Reduce -23.0% 535,268 $5.1M
State of Wisconsin Investment Board 0.01% Add +13.6% 527,809 $5.1M
Simplex Trading, LLC 0.18% Add +407.2% 524,407 $5.0M
Atria Wealth Solutions, Inc. 0.05% Reduce -1.8% 444,260 $4.3M
Schroder Investment Management Group 0.00% No change 453,843 $4.3M
Sei Investments Co. 0.01% Add +7.3% 438,011 $4.2M
American Assets Capital Advisers, LLC 1.73% New 430,872 $4.1M
New York State Common Retirement Fund 0.01% Add +7.4% 408,389 $3.9M
Illinois Municipal Retirement Fund 0.06% Add +155.0% 405,075 $3.9M
Treasurer of the State of North Carolina 0.02% Add +10.6% 395,692 $3.8M
Janus Henderson Group PLC 0.00% Add +14.8% 393,751 $3.8M
Alliancebernstein L.P. 0.00% Add +4.3% 380,194 $3.6M
Russell Investments Group, Ltd. 0.00% Add +6.0% 373,486 $3.6M
HUB Investment Partners, LLC 0.14% Reduce -6.2% 367,073 $3.5M
Squarepoint Ops LLC 0.01% Reduce -56.9% 365,500 $3.5M
Penn Mutual Asset Management 8.73% No change 360,000 $3.4M
VPR Management LLC 1.63% No change 350,000 $3.4M
Independent Financial Group, LLC 0.11% Add +16.2% 340,033 $3.3M
Millennium Management 0.00% Reduce -73.9% 336,493 $3.2M
Dark Forest Capital Management LP 0.15% Add +99.5% 331,345 $3.2M
Balefire, LLC 1.08% Add +6.4% 327,947 $3.1M
Schonfeld Strategic Advisors LLC 0.02% Add +55.1% 324,705 $3.1M
Simplify Asset Management Inc. 0.14% Add +124.0% 321,550 $3.1M
BNP Paribas Financial Markets 0.00% Reduce -40.6% 320,267 $3.1M
Police & Firemen's Retirement System of New Jersey 0.03% Add +7.1% 316,537 $3.0M
Simplicity Wealth,LLC 0.23% New 308,346 $3.0M
Jacobs Asset Management, LLC 1.82% Reduce -20.1% 300,000 $2.9M
Group One Trading LLC 0.12% Add +9.3% 297,242 $2.8M
GraniteShares Advisors LLC 1.74% Add +6.5% 285,468 $2.7M
Prevail Innovative Wealth Advisors, LLC 0.71% Add +42.9% 277,103 $2.7M
Public Employees Retirement System of Ohio 0.01% Reduce -7.1% 266,270 $2.6M
CANADA LIFE ASSURANCE Co 0.00% Add +11.4% 259,625 $2.5M
Alaska Permanent Fund Corp 0.03% No change 281,217 $2.5M
State of New Jersey Common Pension Fund D 0.01% No change 255,789 $2.5M
Arizona State Retirement System 0.02% Add +11.9% 253,916 $2.4M
J.W. Cole Advisors, Inc. 0.08% Add +47.3% 253,140 $2.4M
Cibc World Markets Corp. 0.02% Reduce -2.9% 250,894 $2.4M
Janney Montgomery Scott LLC 0.01% Add +22.3% 249,127 $2.4M
Icon Advisers Inc. 0.55% Reduce -35.3% 244,018 $2.3M
Continuum Advisory, LLC 0.30% Add +2.8% 241,871 $2.3M
Manufacturers Life Insurance Company, The 0.00% Add +9.6% 240,628 $2.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +22.8% 239,402 $2.3M
Curi Capital, LLC 0.05% Add +665.0% 230,074 $2.2M
RBF Capital, LLC 0.14% No change 230,000 $2.2M
Nisa Investment Advisors, LLC 0.01% Reduce -7.2% 222,070 $2.2M
STRS Ohio 0.01% New 224,346 $2.1M
Allworth Financial LP 0.01% Reduce -22.6% 246,086 $2.1M
Kovack Advisors, Inc. 0.23% Add +0.5% 222,310 $2.1M
Hollencrest Capital Management 0.09% Reduce -0.3% 221,875 $2.1M
Campbell & CO Investment Adviser LLC 0.16% New 220,620 $2.1M
Handelsbanken Fonder AB 0.01% No change 220,100 $2.1M
Pathstone Holdings, LLC 0.01% Add +141.8% 214,434 $2.1M
Two Sigma Investments, LP 0.00% Reduce -25.0% 216,157 $2.1M
PFG Investments, LLC 0.13% Reduce -0.9% 207,492 $2.0M
Creative Planning 0.00% Add +1.0% 202,574 $1.9M
Mendon Capital Advisors Corp. 0.89% New 200,000 $1.9M
Kestra Advisory Services, LLC 0.01% Add +4.3% 197,927 $1.9M
Engineers Gate Manager LP 0.03% New 197,347 $1.9M
MML Investors Services, LLC 0.01% Reduce -40.9% 196,326 $1.9M
Private Advisor Group, LLC 0.01% Add +3.8% 194,618 $1.9M
Waterloo Capital, L.P. 0.17% Add +12.0% 192,138 $1.8M
Jane Street Group, LLC 0.00% Add +162.1% 189,778 $1.8M
Ensign Peak Advisors, Inc 0.00% Add +3.2% 188,933 $1.8M
Ameriprise Financial Inc. 0.00% Reduce -68.4% 188,109 $1.8M
IMC-Chicago, LLC 0.07% New 185,205 $1.8M
Rockefeller Capital Management L.P. 0.00% Add +13.0% 184,894 $1.8M
US Bancorp \de 0.00% Reduce -44.9% 182,581 $1.7M
Parallax Volatility Advisers, L.P. 0.07% Reduce -28.9% 182,295 $1.7M
Cibc World Market Inc. 0.00% Reduce -8.9% 181,414 $1.7M
KLP Kapitalforvaltning As 0.01% Add +6.7% 171,200 $1.7M
AIA Group Ltd 0.04% Add +26.7% 170,985 $1.6M
Penserra Capital Management LLC 0.03% Add +14.4% 170,862 $1.6M
Greenland Capital Management LP 0.29% Add +70.0% 170,000 $1.6M
Global Assets Advisory, LLC 0.30% New 177,419 $1.6M
Founders Financial Alliance, LLC 0.36% Add +14.6% 156,591 $1.5M
Bramshill Investments, LLC 0.15% Reduce -4.6% 152,042 $1.5M
HBK Sorce Advisory LLC 0.04% Add +35.1% 150,092 $1.4M
Utah Retirement Systems 0.02% Add +6.1% 143,086 $1.4M
U.S. Capital Wealth Advisors, LLC 0.04% Add +119.9% 142,229 $1.4M
AXS Investments LLC 0.38% Reduce -3.2% 141,528 $1.4M
SummitTX Capital, L.P. 0.06% — 139,813 $1.3M
Sigma Planning Corp 0.04% Add +9.7% 137,119 $1.3M
Federated Hermes, Inc. 0.00% Add +1.3% 135,745 $1.3M
Pictet Asset Management Holding SA 0.00% Add +17.3% 129,518 $1.2M
Teacher Retirement System of Texas 0.01% New 129,471 $1.2M
Transce3nd, LLC 0.55% Add +7.2% 128,831 $1.2M
International Assets Investment Management, LLC 0.11% Add +8.3% 128,235 $1.2M
Ascentis Wealth Management, LLC 0.39% Add +1590.8% 128,127 $1.2M
Verition Fund Management LLC 0.01% Reduce -15.6% 127,872 $1.2M
Avantax Advisory Services, Inc. 0.01% Add +73.0% 127,866 $1.2M
Cannon Global Investment Management, LLC 3.30% Add +42.9% 125,000 $1.2M
Caprock Group, LLC 0.04% Add +15.9% 121,953 $1.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 122,712 $1.2M
Guggenheim Capital LLC 0.01% Add +121.3% 122,360 $1.2M
B. Riley Wealth Advisors, Inc. 0.04% Add +56.5% 120,863 $1.2M
Wolverine Trading, LLC 0.04% Reduce -12.3% 120,660 $1.1M
Wealth Enhancement Advisory Services, LLC 0.00% Add +7.0% 117,763 $1.1M
GWN Securities Inc. 0.06% New 124,109 $1.1M
Cozad Asset Management Inc. 0.11% Add +18.7% 114,104 $1.1M
SG Americas Securities, LLC 0.00% Reduce -45.6% 112,927 $1.1M
Consolidated Portfolio Review Corp 0.17% Reduce -40.1% 108,918 $1.0M
Fortitude Financial, LLC 0.99% Add +0.1% 108,428 $1.0M
Voya Investment Management LLC 0.00% Add +9.2% 107,973 $1.0M
Aubrey Capital Management Ltd 0.41% Add +44.4% 106,100 $1.0M
Astoria Portfolio Advisors LLC. 0.34% Add +10.3% 116,288 $1.0M
Integrity Alliance, Llc. 0.04% New 103,941 $996K
AlphaCore Capital LLC 0.08% Add +46.7% 102,597 $995K
Tredje AP-fonden 0.01% No change 103,084 $988K
Waterfront Wealth Inc. 0.24% Add +0.2% 102,791 $985K
HighTower Advisors, LLC 0.00% Reduce -1.2% 101,734 $975K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -19.6% 98,978 $948K
Collar Capital Management, LLC 0.85% Add +11.1% 97,616 $935K
Keybank National Association 0.00% Reduce -16.6% 95,596 $916K
Brookstone Capital Management 0.01% Add +508.8% 94,868 $909K
New York Life Investment Management LLC 0.01% Add +14.4% 94,747 $908K
Westend Capital Management, LLC 0.34% Add +10.0% 94,148 $902K
Friedenthal Financial 0.52% New 91,437 $876K
Brevan Howard Capital Management LP 0.02% New 90,719 $869K
Wedbush Securities Inc. 0.03% Reduce -7.5% 86,926 $833K
Fortitude Advisory Group L.L.C. 0.59% Add +1.4% 99,543 $826K
Cooper Financial Group 0.11% Add +4.2% 86,150 $825K
Mariner, LLC 0.00% Reduce -1.6% 85,934 $823K
Deutsche Bank AG 0.00% Add +1.9% 82,574 $791K
Triumph Capital Management 0.26% Reduce -8.6% 81,024 $776K
SeaCrest Wealth Management, LLC 0.09% Add +21.1% 80,902 $775K
Sowell Financial Services LLC 0.04% Add +47.3% 80,478 $771K
Firethorn Wealth Partners, LLC 0.36% Add +1.3% 78,001 $747K
Elo Mutual Pension Insurance Co 0.02% Add +214.6% 77,917 $746K
Guidance Capital, Inc. 0.23% Add +3.9% 84,658 $744K
Ethic Inc. 0.01% Add +7.8% 77,340 $734K
Winebrenner Capital Management LLC 0.66% Add +3.0% 76,200 $730K
Rareview Capital LLC 0.46% Reduce -19.1% 76,104 $729K
Freestone Grove Partners LP 0.01% Reduce -43.5% 75,711 $725K
Tidal Investments LLC 0.01% Reduce -27.9% 72,421 $694K
Savvy Advisors, Inc. 0.07% Reduce -3.7% 71,712 $687K
Public Employees Retirement Association of Colorado 0.00% No change 71,525 $685K
Innova Wealth Partners 0.41% Add +50.4% 69,666 $667K
Kestra Private Wealth Services, LLC 0.01% Reduce -0.8% 69,108 $662K
Clear Harbor Asset Management, LLC 0.05% New 68,855 $660K
Dynamic Advisor Solutions LLC 0.02% Add +83.9% 67,571 $647K
MAI Capital Management 0.00% Add +1.5% 66,039 $633K
Moloney Securities Asset Management, LLC 0.09% New 65,393 $626K
AQR Capital Management 0.00% Add +51.9% 64,100 $614K
Pitcairn Co. 0.04% Add +27.0% 62,573 $599K
M&T Bank Corp 0.00% Add +47.3% 62,482 $599K
Corient Private Wealth LP 0.00% Add +1.6% 61,332 $588K
Samalin Investment Counsel, LLC 0.24% Reduce -0.6% 61,244 $587K
Stableford Capital II LLC 0.25% Reduce -27.0% 69,953 $583K
Captrust Financial Advisors 0.00% Add +3.3% 60,882 $583K
Parallel Advisors, LLC 0.01% Add +13.3% 58,215 $558K
Arkadios Wealth Advisors 0.02% Reduce -0.3% 57,195 $548K
Vanguard Personalized Indexing Management, LLC 0.01% Add +13.4% 56,332 $540K
Parisi Gray Wealth Management 0.17% Add +0.5% 55,942 $536K
Gotham Asset Management 0.00% New 55,911 $536K
Howard Financial Services, LTD. 0.07% Add +3.6% 55,766 $534K
Principal Securities, Inc. 0.01% No change 57,859 $533K
Allianz Asset Management GmbH 0.00% Reduce -56.4% 55,501 $532K
Jain Global LLC 0.01% New 55,254 $529K
Aveo Capital Partners, LLC 0.09% Reduce -0.0% 60,501 $528K
Quantinno Capital Management LP 0.00% Add +236.0% 54,424 $521K
IFG Advisory, LLC 0.03% Add +1.4% 54,029 $518K
QRG Capital Management, Inc. 0.01% Add +70.6% 53,368 $511K
Nicholas Hoffman & Company, LLC. 0.02% Add +4.4% 52,975 $507K
Prudential Financial Inc. 0.00% Add +39.8% 52,933 $507K
Maridea Wealth Management LLC 0.16% Add +0.1% 52,506 $503K
DoubleLine ETF Adviser LP 0.16% Reduce -8.4% 51,449 $493K
Wellington Management Group LLP 0.00% New 50,795 $487K
Sig Brokerage, LP 0.14% New 49,809 $477K
&partners 0.01% Add +17.1% 49,855 $474K
Sanctuary Advisors, LLC 0.00% Add +8.2% 48,656 $466K
SCS Capital Management LLC 0.01% New 48,628 $466K
Xponance LLC 0.00% Add +9.3% 48,451 $464K
Centiva Capital, LP 0.03% New 48,269 $462K
Fermata Advisors, LLC 0.08% Add +4.5% 48,221 $462K
Sterling Capital Management LLC 0.01% Reduce -0.5% 48,077 $461K
Advisory Services Network, LLC 0.01% Add +3.3% 47,923 $459K
Nomura Holdings Inc. 0.00% Reduce -92.4% 46,606 $446K
Steward Partners Investment Advisory, LLC 0.00% Reduce -17.8% 46,516 $446K
Wedmont Private Capital 0.02% Add +24.4% 52,785 $441K
First Foundation Advisors 0.02% No change 45,946 $440K
Amalgamated Bank 0.00% Add +10.4% 45,807 $439K
Left Brain Wealth Management, LLC 0.19% Add +9.9% 44,575 $427K
Strategic Financial Concepts, LLC 0.08% Reduce -31.4% 43,336 $415K
Mercer Global Advisors Inc. 0.00% Add +37.9% 42,520 $407K
Principal Financial Group Inc. 0.00% Add +1.4% 42,310 $405K
Yousif Capital Management, LLC 0.00% Add +24.2% 42,048 $403K
J. Safra Sarasin Holding AG 0.01% No change 42,000 $402K
Sunbelt Securities, Inc. 0.03% Reduce -12.6% 40,785 $391K
Fisher Asset Management 0.00% Add +170.0% 40,538 $388K
Stephens Inc. 0.01% Reduce -1.6% 40,351 $387K
KG Capital Management 0.12% Reduce -31.0% 40,065 $384K
Maryland State Retirement & Pension System 0.01% No change 39,655 $380K
Tower Research Capital LLC (TRC) 0.01% Add +199.9% 38,109 $362K
Entropy Technologies, LP 0.04% New 37,654 $361K
Harbour Investments, Inc. 0.01% Add +9.2% 37,294 $357K
Diligent Investors, LLC 0.09% Reduce -4.8% 37,015 $355K
Jefferies Financial Group Inc. 0.01% Reduce -25.5% 36,816 $353K
Regions Financial Corp. 0.00% Add +0.3% 36,114 $346K
Prospera Financial Services Inc 0.01% Reduce -15.4% 35,724 $342K
Cwm, LLC 0.00% Add +5.5% 35,589 $341K
Castleview Partners, LLC 0.22% Reduce -2.4% 34,395 $330K
Frank, Rimerman Advisors LLC 0.03% Add +106.0% 34,253 $328K
Belpointe Asset Management LLC 0.02% Reduce -17.2% 33,858 $324K
Praxis Investment Management Inc. 0.02% No change 33,700 $323K
Main Street Financial Solutions, LLC 0.03% New 33,590 $322K
Baker Avenue Asset Management, LP 0.01% Reduce -19.3% 33,589 $322K
Cannell & Spears LLC 0.01% No change 33,500 $321K
KBC Group NV 0.00% Add +10.2% 33,398 $320K
Redwood Investment Management, LLC 0.03% Add +0.8% 33,184 $318K
Catalyst Funds Management Pty Ltd 0.08% New 33,100 $317K
Equitable Holdings, Inc. 0.00% Add +61.7% 32,794 $314K
Paragon Capital Management Ltd 0.06% Add +3.7% 32,265 $309K
Infrastructure Capital Advisors, LLC 0.05% Add +24.3% 32,228 $309K
Park Avenue Securities LLC 0.00% Add +12.5% 32,175 $308K
Norden Group LLC 0.03% Add +38.3% 31,119 $298K
Cerity Partners LLC 0.00% Reduce -5.2% 30,972 $298K
SVB Wealth LLC 0.01% Add +60.5% 30,967 $297K
Magnus Financial Group LLC 0.03% Reduce -0.3% 30,788 $295K
Centaurus Financial, Inc. 0.02% Add +14.5% 30,705 $294K
Angel Oak Capital Advisors, LLC 0.39% No change 30,500 $292K
Magnetar Financial LLC 0.00% New 29,984 $287K
Independent Advisor Alliance 0.01% Add +13.3% 28,914 $277K
Capital Advisors Inc. 0.01% Reduce -0.1% 28,661 $275K
Legacy Capital Wealth Partners, LLC 0.07% Add +8.0% 28,219 $270K
LaSalle St. Investment Advisors, LLC 0.06% New 28,214 $270K
Sheaff Brock Investment Advisors, LLC 0.02% Add +7.7% 28,175 $270K
Y-Intercept (Hong Kong) Ltd 0.02% New 27,766 $266K
Bullseye Investment Management, LLC 0.17% New 27,409 $263K
Cary Street Partners Financial LLC 0.01% Add +0.2% 27,313 $262K
Aster Capital Management (DIFC) Ltd 0.05% Add +1662.6% 24,923 $260K
Nomura Asset Management Co. Ltd. 0.00% Add +14.8% 27,100 $260K
Summit Trail Advisors, LLC 0.01% Add +84.1% 26,610 $258K
CFO4Life Group, LLC 0.04% Add +8.0% 26,511 $254K
Prime Capital Investment Advisors, LLC 0.00% Add +13.5% 26,245 $251K
EP Wealth Advisors, LLC 0.00% Add +116.6% 26,235 $251K
Bank of Montreal 0.00% Reduce -41.9% 25,926 $248K
Ascent Group, LLC 0.01% New 25,187 $241K
Compound Planning, Inc. 0.01% Add +6.6% 25,127 $241K
Portfolio Design Labs, LLC 0.05% New 25,112 $241K
Lazari Capital Management, Inc. 0.10% No change 25,105 $241K
NewEdge Advisors, LLC 0.00% Add +38.4% 24,941 $239K
Machina Capital S.A.S. 0.07% New 24,672 $236K
HSBC Holdings PLC 0.00% Add +30.6% 23,849 $228K
Federation des caisses Desjardins du Quebec 0.00% Add +1096.2% 23,600 $226K
D.A. Davidson & Co. 0.00% Reduce -0.2% 23,461 $225K
AA Financial Advisors, LLC 0.05% Reduce -5.8% 23,091 $221K
Icon Wealth Advisors, LLC 0.02% Add +30.9% 22,890 $219K
Cantor Fitzgerald, L. P. 0.01% Reduce -55.3% 22,600 $217K
Benjamin Edwards Inc. 0.00% Reduce -9.0% 22,358 $214K
Longboard Asset Management, LP 0.63% New 22,288 $214K
Choreo, LLC 0.00% Reduce -51.3% 21,903 $212K
Beacon Pointe Advisors, LLC 0.00% Add +0.8% 21,967 $210K
CIBC Asset Management Inc 0.00% Add +1.8% 21,819 $209K
Foundations Investment Advisors, LLC 0.00% Add +16.6% 21,397 $205K
Compass Financial Group, INC 0.04% No change 21,376 $205K
Aptus Capital Advisors, LLC 0.00% New 21,253 $204K
Caitong International Asset Management Co., Ltd 0.15% New 21,066 $202K
OneDigital Investment Advisors LLC 0.00% Reduce -1.3% 21,053 $202K
Geneos Wealth Management Inc. 0.01% Add +2.6% 21,031 $201K
PVG Asset Management Corp. 0.87% Reduce -18.9% 20,967 $201K
Concurrent Investment Advisors, LLC 0.00% Reduce -27.9% 20,918 $200K
Guardian Wealth Advisors, LLC / NC 0.02% New 20,719 $198K
Aspen Wealth Strategies, LLC 0.13% New 20,413 $196K
WealthTrust Axiom LLC 0.06% Add +24.7% 20,200 $194K
Horan Securities, Inc. 0.07% New 20,156 $193K
Fidelis Capital Partners, LLC 0.02% New 21,678 $192K
Cura Wealth Advisors, LLC 0.08% No change 20,000 $192K
Wealthcare Advisory Partners LLC 0.01% Add +14.1% 19,991 $192K
Leonteq Securities AG 0.01% No change 20,000 $192K
Joel Isaacson & Co., LLC 0.01% Add +19.0% 19,666 $188K
Atria Investments, Inc 0.00% Reduce -34.0% 19,628 $188K
Portside Wealth Group, LLC 0.03% Add +1.7% 19,551 $187K
CIBC Private Wealth Group LLC 0.00% Add +48.8% 21,845 $187K
Nwam LLC 0.02% Add +4.0% 19,412 $186K
NEOS Investment Management LLC 0.00% New 19,340 $185K
Kingstone Capital Partners Texas, LLC 0.15% Add +4.8% 19,195 $184K
Private Trust Co. NA 0.02% Reduce -56.8% 19,153 $183K
Truist Financial Corp. 0.00% Add +16.1% 19,046 $182K
Stratos Wealth Partners, LTD. 0.00% Reduce -44.8% 18,862 $181K
Mgo One Seven LLC 0.01% New 18,804 $180K
Financial Gravity Asset Management, Inc. 0.04% — 18,760 $180K
Jump Financial, LLC 0.00% Reduce -24.9% 18,744 $180K
Lifestyle Asset Management, Inc. 0.10% New 18,667 $179K
Creative Financial Designs Inc. 0.01% Add +2.2% 18,111 $174K
Collaborative Wealth Managment Inc. 0.08% No change 18,090 $173K
DDD Partners, LLC 0.02% No change 18,058 $173K
Armstrong Advisory Group, Inc. 0.01% No change 18,505 $170K
Mutual Advisors, LLC 0.00% Reduce -2.6% 19,240 $170K
PNC Financial Services Group, Inc. 0.00% Add +64.8% 17,515 $168K
180 Wealth Advisors, LLC 0.03% Add +1.8% 17,139 $164K
Navis Wealth Advisors, LLC 0.16% No change 17,000 $163K
BLB&B Advisors, LLC 0.01% Add +31.2% 16,805 $161K
DNB Asset Management AS 0.00% New 16,332 $156K
Vident Advisory, LLC 0.00% Add +4.6% 16,245 $156K
Mission Wealth Management, LP 0.00% New 16,112 $154K
Orange Investment Advisors, Inc. 0.02% No change 16,000 $153K
Selective Wealth Management, Inc. 0.07% New 18,345 $153K
New Wave Wealth Advisors LLC 0.07% Reduce -5.5% 15,713 $151K
MetLife Investment Management, LLC 0.00% Add +8.8% 15,548 $149K
Motiv8 Investments LLC 0.10% Add +6.5% 15,438 $148K
O'ROURKE & COMPANY, Inc 0.07% Add +1.2% 15,371 $147K
Weaver Consulting Group 0.04% Add +0.9% 15,361 $147K
HB Wealth Management, LLC 0.00% Add +9.2% 15,316 $147K
JBR Co Financial Management Inc 0.09% New 15,252 $146K
Waverly Advisors, LLC 0.00% Add +14.5% 15,200 $146K
Insight Advisors, LLC/ PA 0.03% No change 15,164 $145K
Ieq Capital, LLC 0.00% Add +6.8% 15,148 $145K
Rogco, LP 0.06% No change 15,000 $144K
Composition Wealth, LLC 0.00% Add +4.5% 14,914 $143K
Kingsview Wealth Management, LLC 0.00% Reduce -2.7% 14,859 $142K
Polymer Capital Management (US) LLC 0.04% New 14,807 $142K
Orion Porfolio Solutions, LLC 0.00% Add +34.8% 14,772 $142K
Orion Portfolio Solutions, LLC 0.00% Add +34.8% 14,772 $142K
Brighton Jones LLC 0.00% New 14,736 $141K
TD Private Client Wealth LLC 0.00% Add +42.3% 14,683 $141K
Genesis Wealth Advisors, LLC 0.11% Add +4.7% 14,649 $140K
Traynor Capital Management, Inc. 0.01% New 14,507 $139K
Talon Private Wealth, LLC 0.02% Add +3.7% 14,000 $134K
CreativeOne Wealth, LLC 0.00% Add +9.7% 13,986 $134K
Insigneo Advisory Services, LLC 0.01% Add +12.5% 13,761 $132K
Kingswood Wealth Advisors, LLC 0.01% New 13,807 $132K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% New 13,722 $131K
Swiss Life Asset Management Ltd 0.00% Add +20.7% 13,715 $131K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.03% Add +1.9% 13,611 $130K
Avantax Planning Partners, Inc. 0.00% Reduce -10.1% 13,605 $130K
Secure Asset Management, LLC 0.03% New 13,533 $130K
Retirement Income Solutions, Inc. 0.03% No change 13,380 $128K
Level Four Advisory Services, LLC 0.01% Add +10.0% 13,358 $128K
Garden State Investment Advisory Services LLC 0.04% Add +3.0% 13,320 $128K
Manchester Financial Inc. 0.03% Add +0.1% 13,191 $126K
Vanguard Capital Wealth Advisors 0.15% Reduce -29.7% 13,000 $125K
O'shaughnessy Asset Management, LLC 0.00% New 12,909 $124K
Blair William & Co. 0.00% New 12,488 $120K
WealthPLAN Partners, LLC 0.02% No change 12,485 $120K
Baader Bank Aktiengesellschaft 0.01% New 15,786 $120K
Perigon Wealth Management, LLC 0.00% Reduce -27.7% 12,449 $119K
Valley Brook Capital Group, Inc. 0.09% New 12,425 $119K
Sonora Investment Management Group, LLC 0.01% Reduce -22.8% 12,396 $119K
EverSource Wealth Advisors, LLC 0.01% Add +24.2% 12,354 $118K
Winch Advisory Services, LLC 0.03% Add +3.7% 12,047 $115K
BTC Capital Management, Inc. 0.01% No change 12,000 $115K
Cornerstone Select Advisors, LLC 0.11% New 11,776 $113K
Graypoint LLC 0.01% Reduce -2.7% 11,745 $113K
King Luther Capital Management Corp. 0.00% No change 11,395 $109K
Covestor Ltd 0.07% Add +24.0% 11,369 $109K
Lido Advisors, LLC 0.00% Reduce -47.5% 11,145 $108K
Cora Capital Advisors LLC 0.05% New 11,200 $107K
Anfield Capital Management, LLC 0.04% No change 11,142 $107K
KDT Advisors, LLC 0.15% No change 11,000 $105K
Focus Partners Wealth 0.00% Reduce -72.4% 10,995 $105K
Permanent Capital Management, LP 0.03% New 10,800 $105K
Meeder Advisory Services, Inc. 0.01% New 10,885 $104K
Oarsman Capital, Inc. 0.02% No change 10,877 $104K
Carnegie Lake Advisors LLC 0.04% New 10,790 $103K
WealthPlan Investment Management, LLC 0.01% New 10,583 $101K
one8zero8, LLC 0.02% No change 10,500 $101K
Gilman Hill Asset Management, LLC 0.02% No change 10,500 $101K
Two Sigma Securities, LLC 0.02% Reduce -93.3% 10,395 $100K
Atom Investors LP 0.01% Reduce -28.6% 10,380 $99K
Proffitt & Goodson Inc. 0.02% No change 10,376 $99K
Sherbrooke Park Advisers LLC 0.05% New 10,358 $99K
Capital Investment Advisors, LLC 0.00% New 10,315 $99K
Martin Worley Group 0.06% No change 10,290 $99K
AE Wealth Management LLC 0.00% Reduce -74.5% 10,201 $98K
Essex LLC 0.02% No change 10,200 $98K
SLT Holdings LLC 0.10% No change 10,000 $96K
Pacific Capital Wealth Advisors, Inc. 0.02% No change 10,000 $96K
Diversify Advisory Services, LLC 0.01% Reduce -15.1% 10,120 $92K
Lanark Financial, Inc. 0.01% — 8,788 $84K
Signaturefd, LLC 0.00% Add +22.1% 8,283 $79K
Hazlett, Burt & Watson, Inc. 0.03% No change 8,000 $77K
Brooklyn Investment Group 0.02% Add +511.2% 7,988 $77K
McIlrath & Eck, LLC 0.01% No change 7,652 $73K
Montag A & Associates Inc. 0.00% No change 7,329 $71K
SouthState Bank Corp 0.00% Add +420.7% 7,290 $70K
Northwestern Mutual Wealth Management Co. 0.00% Add +75.1% 7,257 $70K
Front Row Advisors LLC 0.03% No change 7,000 $68K
Summit Securities Group LLC 0.05% Reduce -84.9% 6,900 $66K
IFP Advisors, Inc 0.00% Add +24.2% 6,479 $62K
Avalon Trust Co 0.00% New 6,000 $57K
Ameritas Investment Partners, Inc. 0.00% No change 6,000 $57K
Johnson Financial Group, Inc. 0.00% Add +1870.2% 5,812 $56K
Corebridge Financial, Inc. 0.00% Add +2.9% 5,820 $56K
Parkside Financial Bank & Trust 0.01% Add +711.8% 5,593 $54K
NFSG Corp 0.01% Reduce -64.2% 5,250 $50K
Bruce G. Allen Investments, LLC 0.04% No change 5,203 $50K
Jones Financial Companies LLLP 0.00% Reduce -46.8% 5,229 $50K
GPS Wealth Strategies Group, LLC 0.01% Reduce -16.3% 5,115 $49K
New Age Alpha Advisors, LLC 0.00% Reduce -62.6% 5,051 $48K
Hexagon Capital Partners LLC 0.01% No change 5,050 $48K
Rothschild Investment LLC 0.00% Reduce -45.6% 5,000 $48K
Nova Wealth Management, Inc. 0.04% Add +15.3% 4,671 $45K
CoreCap Advisors, LLC 0.00% Reduce -2.0% 4,669 $45K
CI Investments Inc. 0.00% Reduce -3.3% 4,536 $43K
Coldstream Capital Management Inc. 0.00% New 4,444 $43K
Spire Wealth Management 0.00% No change 4,059 $39K
Rossby Financial, LCC 0.02% New 4,278 $38K
LRI Investments, LLC 0.00% No change 3,927 $38K
Huntington National Bank 0.00% Add +3.3% 3,719 $36K
VSM Wealth Advisory, LLC 0.01% New 3,617 $35K
AlphaQuest LLC 0.00% New 3,501 $34K
Salem Investment Counselors Inc. 0.00% Add +8.9% 3,435 $33K
Cape Investment Advisory, Inc. 0.01% No change 3,474 $33K
PSI Advisors, LLC 0.01% Add +41.7% 3,400 $33K
Larson Financial Group LLC 0.00% Add +326.3% 3,291 $32K
Smartleaf Asset Management LLC 0.00% Reduce -12.6% 3,108 $30K
Cary Street Partners Investment Advisory LLC 0.02% Add +1.7% 3,050 $29K
N.E.W. Advisory Services LLC 0.00% New 2,900 $28K
GAMMA Investing LLC 0.00% Add +47.8% 2,896 $28K
Fourth Dimension Wealth, LLC 0.01% No change 2,800 $27K
MeadowBrook Investment Advisors LLC 0.02% Add +19.8% 1,030 $26K
TCTC Holdings, LLC 0.00% No change 2,712 $26K
SWAN Capital LLC 0.01% No change 2,500 $24K
Riverview Trust Co 0.02% No change 2,425 $23K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 2,392 $23K
Farther Finance Advisors, LLC 0.00% Reduce -20.8% 2,244 $21K
Quadrant Capital Group LLC 0.00% Add +10.9% 2,143 $21K
Twin Tree Management, LP 0.00% New 2,112 $20K
National Bank of Canada 0.00% Reduce -39.3% 2,100 $20K
Bogart Wealth, LLC 0.00% Add +141.2% 2,050 $20K
Financial Perspectives, Inc 0.01% No change 2,020 $19K
Innovative Advisory Group, LLC 0.02% No change 2,000 $19K
TD Waterhouse Canada Inc. 0.00% Add +134.2% 1,972 $19K
First Pacific Financial 0.00% New 1,789 $17K
Versant Capital Management, Inc 0.00% Add +28.9% 1,742 $17K
Mark Sheptoff Financial Planning, LLC 0.01% No change 1,730 $17K
Activest Wealth Management 0.00% No change 1,701 $16K
Sound Income Strategies, LLC 0.00% Add +0.9% 1,675 $16K
Financial Connections Group, Inc. 0.01% Add +3.7% 1,576 $15K
Harbor Investment Advisory, LLC 0.00% No change 1,563 $15K
Broadwater Capital Management LLC 0.01% No change 1,320 $13K
Tortoise Investment Management, LLC 0.00% No change 1,257 $12K
Cooksen Wealth, LLC 0.01% New 1,190 $12K
Aventura Private Wealth, LLC 0.01% No change 1,209 $12K
AdvisorNet Financial, Inc 0.00% Reduce -0.5% 1,022 $10K
Bell Investment Advisors, Inc 0.00% Add +5.1% 1,002 $10K
Peoples Bank 0.01% No change 1,000 $10K
Optimum Investment Advisors 0.00% New 1,000 $10K
Darwin Wealth Management, LLC 0.00% No change 1,029 $9K
Crewe Advisors LLC 0.00% Reduce -22.5% 987 $9K
Lindbrook Capital, LLC 0.00% Add +111.3% 938 $9K
Financial Network Wealth Advisors LLC 0.01% No change 904 $9K
Atlantic Edge Private Wealth Management, LLC 0.00% Add +28.6% 900 $9K
MassMutual Private Wealth & Trust, FSB 0.00% Add +20.2% 655 $6K
Cornerstone Planning Group LLC 0.00% Add +257.4% 697 $6K
Wolff Wiese Magana LLC 0.00% No change 600 $6K
Gen-Wealth Partners Inc 0.00% No change 595 $6K
Assetmark, Inc. 0.00% Add +104.5% 587 $6K
Red Tortoise LLC 0.00% New 579 $6K
Godsey & Gibb, Inc. 0.00% No change 540 $5K
Deseret Mutual Benefit Administrators 0.00% No change 523 $5K
Avion Wealth 0.00% No change 614 $5K
Bessemer Group Inc. 0.00% New 556 $5K
Clearstead Trust, LLC 0.00% New 506 $5K
Cheviot Value Management, LLC 0.00% New 500 $4K
Trust Co. of Vermont 0.00% No change 329 $3K
Aspect Partners, LLC 0.00% Reduce -46.9% 323 $3K
Danske Bank A/S 0.00% No change 300 $3K
Archer Investment Corp 0.00% Add +1.8% 277 $3K
Decker Retirement Planning Inc. 0.00% Reduce -64.2% 250 $2K
GHP Investment Advisors, Inc. 0.00% No change 241 $2K
Clearstead Advisors, LLC 0.00% Add +18.0% 236 $2K
Spectrum Wealth Counsel, LLC 0.00% No change 230 $2K
Fortitude Family Office, LLC 0.00% No change 229 $2K
Ogorek Anthony Joseph /NY/ 0.00% New 239 $2K
Painted Porch Advisors LLC 0.00% Reduce -90.1% 200 $2K
Bellwether Advisors, LLC 0.00% No change 162 $2K
Key Financial Inc 0.00% Add +80.9% 161 $2K
Arax Advisory Partners 0.00% Reduce -68.4% 143 $1K
Quest 10 Wealth Builders, Inc. 0.00% Reduce -0.8% 132 $1K
Rialto Wealth Management, LLC 0.00% New 119 $1K
Roble, Belko & Company, Inc 0.00% Add +3.8% 137 $1K
St Germain D J Co. Inc. 0.00% New 100 $958
Fortis Group Advisors, LLC 0.00% No change 85 $814
Abound Financial, LLC 0.00% New 74 $709
Cromwell Holdings LLC 0.00% New 62 $601
Mountain Hill Investment Partners Corp. 0.00% Add +5.0% 63 $599
Ameriflex Group, Inc. 0.00% No change 60 $575
HHM Wealth Advisors, LLC 0.00% Add +3.9% 53 $503
Bare Financial Services, Inc 0.00% New 50 $479
Raffa Wealth Management, LLC 0.00% No change 47 $450
MV Capital Management, Inc. 0.00% Reduce -8.3% 44 $422
Principia Wealth Advisory, LLC 0.00% New 28 $249
Quent Capital, LLC 0.00% No change 17 $163
WealthTrak Capital Management LLC 0.00% No change 15 $144
Center for Financial Planning, Inc. 0.00% No change 3 $29
True Wealth Design, LLC 0.00% New 2 $20
Pin Oak Investment Advisors Inc. 0.00% Add +50.0% 150 $0
Hemington Wealth Management 0.00% No change 3 $0

"% of holder's portfolio" is AGNC's weight in each manager's 13F, not the share of AGNC Investment Corp. the manager owns.