AGNC InvestmentAGNC
13F holders, Q1 2025 (March 31)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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $119.2M |
| Exits | 70 | $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.