AGNC InvestmentAGNC
13F holders, Q2 2025 (June 30)568holders +3
77new positions
74sold out
7famous investors
$9.20avg. 13F price*
At the end of Q2 2025, 568 institutions reported holding AGNC Investment Corp. (AGNC) in their 13F filings, up 3 from Q1 2025. 77 opened new positions and 74 sold out. The largest holders were Vanguard Group Inc. ($871.7M), BlackRock, Inc. ($484.6M) and Geode Capital Management, LLC ($230.0M). 7 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- AGNC Investment Corp.
- CUSIP
- 00123Q104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $73.9M |
| Exits | 74 | $302.7M |
All 13F filers, Q1 2025 → Q2 2025: 72,773,887 shares bought and 45,705,346 shares sold, net +27,068,541 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 568 holders
| Vanguard Group Inc. | 0.01% | Add +10.6% | 94,848,880 | $871.7M |
| BlackRock, Inc. | 0.01% | Add +7.4% | 52,726,473 | $484.6M |
| Geode Capital Management, LLC | 0.02% | Add +10.9% | 24,995,789 | $230.0M |
| UBS Group AG | 0.04% | Add +100.7% | 23,096,255 | $212.3M |
| FMR LLC | 0.01% | Add +82.7% | 19,356,983 | $177.9M |
| State Street Corp. | 0.01% | Add +12.9% | 16,693,449 | $155.4M |
| Bank of America Corp. | 0.01% | Add +17.9% | 12,036,578 | $110.6M |
| Norges Bank | 0.01% | Add +11.7% | 11,949,333 | $109.8M |
| Equity Investment Corp. | 1.89% | Add +27.0% | 9,390,450 | $86.3M |
| Allspring Global Investments Holdings, LLC | 0.12% | Reduce -7.7% | 7,891,159 | $73.7M |
| Citadel Advisors | 0.06% | Add +31.9% | 7,866,508 | $72.3M |
| Morgan Stanley | 0.00% | Add +3.1% | 7,403,239 | $68.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +5.2% | 7,362,684 | $67.7M |
| Northern Trust Corp. | 0.01% | Add +3.6% | 6,627,484 | $60.9M |
| Victory Capital Management Inc. | 0.04% | Add +21.8% | 5,918,681 | $54.5M |
| Royal Bank of Canada | 0.01% | Add +147.0% | 5,108,521 | $46.9M |
| Balyasny Asset Management L.P. | 0.09% | New | 4,379,212 | $40.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +55.1% | 4,359,908 | $40.1M |
| Van Eck Associates Corp. | 0.04% | Add +13.0% | 3,861,280 | $35.5M |
| Davidson Investment Advisors | 1.58% | Add +11.2% | 3,813,681 | $35.0M |
| Raymond James Financial Inc. | 0.01% | Add +9.8% | 3,501,063 | $32.2M |
| Nuveen, LLC | 0.01% | Reduce -9.0% | 2,902,384 | $26.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.9% | 2,893,139 | $26.6M |
| First Trust Advisors LP | 0.02% | Reduce -31.7% | 2,633,608 | $24.2M |
| Invesco Ltd. | 0.00% | Add +8.9% | 2,494,606 | $22.9M |
| Susquehanna International Group, LLP | 0.04% | Add +0.9% | 2,494,120 | $22.9M |
| Dupree Financial Group, LLC | 8.02% | Add +9.9% | 2,214,036 | $20.3M |
| Wells Fargo & Company | 0.00% | Add +24.6% | 2,145,248 | $19.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.04% | Add +8.7% | 2,101,439 | $19.3M |
| Thompson Siegel & Walmsley LLC | 0.32% | Add +19.3% | 2,034,364 | $18.7M |
| LPL Financial LLC | 0.01% | Add +41.6% | 1,971,616 | $18.1M |
| Schonfeld Strategic Advisors LLC | 0.12% | Add +451.0% | 1,789,177 | $16.4M |
| Swiss National Bank | 0.01% | Add +1.9% | 1,749,000 | $16.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.6% | 1,716,432 | $15.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -43.2% | 1,527,442 | $14.0M |
| Wellington Management Group LLP | 0.00% | Add +2767.4% | 1,456,507 | $13.4M |
| Advisors Asset Management, Inc. | 0.22% | Add +7.8% | 1,314,613 | $12.1M |
| Storebrand Asset Management As | 0.03% | No change | 1,256,581 | $11.5M |
| California Public Employees Retirement System | 0.01% | Add +9.1% | 1,223,107 | $11.2M |
| Pekin Hardy Strauss, Inc. | 1.20% | Add +10.8% | 1,141,860 | $10.5M |
| Stifel Financial Corp. | 0.01% | Add +21.8% | 1,112,669 | $10.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -16.1% | 1,104,477 | $10.2M |
| Advisors Capital Management, LLC | 0.14% | Add +2.2% | 1,090,401 | $10.0M |
| Legal & General Group Plc | 0.00% | Reduce -13.1% | 1,059,893 | $9.7M |
| Osaic Holdings, Inc. | 0.02% | Add +47.0% | 961,656 | $8.8M |
| Trivium Point Advisory, LLC | 0.95% | Add +35.4% | 954,599 | $8.8M |
| Citigroup Inc. | 0.01% | Reduce -36.7% | 941,024 | $8.6M |
| California State Teachers Retirement System | 0.01% | Add +7.5% | 882,513 | $8.1M |
| D. E. Shaw & Co. | 0.01% | Reduce -3.0% | 874,332 | $8.0M |
| TCW Group Inc. | 0.06% | No change | 861,041 | $7.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.6% | 857,958 | $7.9M |
| Rhumbline Advisers | 0.01% | Add +9.8% | 853,061 | $7.8M |
| Evergreen Capital Management LLC | 0.23% | Add +0.9% | 828,645 | $7.7M |
| FWL Investment Management, LLC | 2.33% | Add +31.1% | 829,648 | $7.6M |
| Boston Partners | 0.01% | Reduce -17.4% | 829,219 | $7.6M |
| Squarepoint Ops LLC | 0.02% | Add +117.9% | 796,395 | $7.3M |
| Marshall Wace, LLP | 0.01% | Add +46.4% | 783,506 | $7.2M |
| Neuberger Berman Group LLC | 0.01% | Reduce -1.0% | 777,671 | $7.1M |
| Cetera Investment Advisers | 0.01% | Add +22.5% | 772,691 | $7.1M |
| Quantbot Technologies LP | 0.16% | New | 671,409 | $6.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +13.8% | 651,179 | $6.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -32.7% | 638,774 | $5.9M |
| Beck Capital Management, LLC | 1.33% | Reduce -1.7% | 578,002 | $5.3M |
| Mount Lucas Management LP | 2.50% | Add +4.0% | 570,800 | $5.2M |
| Transcend Capital Advisors, LLC | 0.40% | Reduce -3.3% | 566,212 | $5.2M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +0.8% | 558,506 | $5.1M |
| Pinebridge Investments, L.P. | 0.04% | No change | 546,146 | $5.0M |
| Millennium Management | 0.00% | Add +53.1% | 515,249 | $4.7M |
| State of Wisconsin Investment Board | 0.01% | Reduce -3.0% | 512,004 | $4.7M |
| Jain Global LLC | 0.07% | Add +777.9% | 485,053 | $4.5M |
| Sei Investments Co. | 0.01% | Add +8.8% | 476,595 | $4.4M |
| New York State Common Retirement Fund | 0.01% | Add +15.3% | 470,889 | $4.3M |
| Franklin Resources Inc. | 0.00% | Reduce -50.5% | 460,443 | $4.2M |
| Schroder Investment Management Group | 0.00% | No change | 453,843 | $4.2M |
| Treasurer of the State of North Carolina | 0.01% | Add +11.8% | 442,593 | $4.1M |
| Independent Financial Group, LLC | 0.11% | Add +25.2% | 425,839 | $3.9M |
| Simplex Trading, LLC | 0.11% | Reduce -18.8% | 425,645 | $3.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -33.4% | 407,556 | $3.7M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +59.3% | 403,121 | $3.7M |
| Barclays PLC | 0.00% | Reduce -49.6% | 402,555 | $3.7M |
| Group One Trading LLC | 0.12% | Add +34.8% | 400,810 | $3.7M |
| Janus Henderson Group PLC | 0.00% | No change | 393,751 | $3.6M |
| Alliancebernstein L.P. | 0.00% | Add +3.6% | 393,962 | $3.6M |
| Renaissance Technologies | 0.00% | Reduce -89.2% | 387,039 | $3.6M |
| BNP Paribas Financial Markets | 0.00% | Add +13.5% | 363,426 | $3.3M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +14.5% | 362,333 | $3.3M |
| Penn Mutual Asset Management | 7.33% | No change | 360,000 | $3.3M |
| HUB Investment Partners, LLC | 0.11% | Reduce -3.8% | 353,031 | $3.2M |
| Freestone Grove Partners LP | 0.02% | Add +363.2% | 350,670 | $3.2M |
| VPR Management LLC | 1.51% | No change | 350,000 | $3.2M |
| Prelude Capital Management, LLC | 0.31% | New | 350,000 | $3.2M |
| Balefire, LLC | 0.70% | Add +6.6% | 349,718 | $3.2M |
| International Assets Investment Management, LLC | 0.25% | Add +155.8% | 328,061 | $3.1M |
| Slagle Financial, LLC | 1.18% | New | 317,717 | $2.9M |
| Prevail Innovative Wealth Advisors, LLC | 0.64% | Add +12.6% | 311,910 | $2.9M |
| Icon Advisers Inc. | 0.65% | Add +25.8% | 306,974 | $2.8M |
| Natixis | 0.01% | New | 306,486 | $2.8M |
| GraniteShares Advisors LLC | 1.72% | Add +6.7% | 304,498 | $2.8M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +14.8% | 298,139 | $2.7M |
| Cibc World Markets Corp. | 0.02% | Add +18.2% | 296,654 | $2.7M |
| Cibc World Market Inc. | 0.01% | Add +62.3% | 294,500 | $2.7M |
| Public Employees Retirement System of Ohio | 0.01% | Add +10.5% | 294,164 | $2.7M |
| Centiva Capital, LP | 0.18% | Add +500.0% | 289,611 | $2.7M |
| Illinois Municipal Retirement Fund | 0.04% | Reduce -29.5% | 285,607 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +14.4% | 285,018 | $2.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +15.3% | 275,960 | $2.5M |
| Arizona State Retirement System | 0.01% | Add +5.2% | 267,169 | $2.5M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +0.1% | 256,069 | $2.4M |
| PFG Investments, LLC | 0.14% | Add +20.9% | 250,964 | $2.3M |
| Verition Fund Management LLC | 0.01% | Add +88.8% | 241,378 | $2.2M |
| Waterloo Capital, L.P. | 0.17% | Add +22.4% | 235,238 | $2.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.4% | 234,885 | $2.2M |
| MML Investors Services, LLC | 0.01% | Add +17.9% | 231,560 | $2.1M |
| Continuum Advisory, LLC | 0.26% | Reduce -4.3% | 231,431 | $2.1M |
| Curi Capital, LLC | 0.04% | Add +0.2% | 230,602 | $2.1M |
| Kovack Advisors, Inc. | 0.21% | Add +3.6% | 230,407 | $2.1M |
| RBF Capital, LLC | 0.10% | No change | 230,000 | $2.1M |
| Bramshill Investments, LLC | 0.22% | Add +51.0% | 229,657 | $2.1M |
| Creative Planning | 0.00% | Add +12.4% | 227,796 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | Add +20.6% | 226,896 | $2.1M |
| Hollencrest Capital Management | 0.09% | Reduce -0.4% | 220,950 | $2.0M |
| Pathstone Holdings, LLC | 0.01% | Add +1.5% | 217,740 | $2.0M |
| Handelsbanken Fonder AB | 0.01% | No change | 220,100 | $2.0M |
| STRS Ohio | 0.01% | Reduce -2.2% | 219,331 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +10.4% | 218,447 | $2.0M |
| Summit Financial, LLC | 0.04% | New | 212,461 | $2.0M |
| Advisory Services Network, LLC | 0.03% | Add +333.3% | 207,660 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Add +9.3% | 212,755 | $2.0M |
| Graham Capital Management, L.P. | 0.06% | New | 210,316 | $1.9M |
| Mendon Capital Advisors Corp. | 0.89% | No change | 200,000 | $1.8M |
| KLP Kapitalforvaltning As | 0.01% | Add +12.0% | 191,800 | $1.8M |
| Allworth Financial LP | 0.01% | Reduce -21.2% | 193,895 | $1.8M |
| Brevan Howard Capital Management LP | 0.02% | Add +107.5% | 188,280 | $1.7M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -17.3% | 183,710 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.1% | 184,646 | $1.7M |
| Guggenheim Capital LLC | 0.01% | Add +49.6% | 183,035 | $1.7M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -3.1% | 182,998 | $1.7M |
| Cozad Asset Management Inc. | 0.15% | Add +59.0% | 181,459 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +50.0% | 176,604 | $1.7M |
| US Bancorp \de | 0.00% | Reduce -2.6% | 177,789 | $1.6M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Add +21.4% | 172,690 | $1.6M |
| Penserra Capital Management LLC | 0.02% | Reduce -0.9% | 169,368 | $1.6M |
| Cannon Global Investment Management, LLC | 4.00% | Add +28.0% | 160,000 | $1.5M |
| Dark Forest Capital Management LP | 0.06% | Reduce -52.7% | 156,808 | $1.4M |
| Quantinno Capital Management LP | 0.01% | Add +186.2% | 155,785 | $1.4M |
| Founders Financial Alliance, LLC | 0.32% | Reduce -1.4% | 154,444 | $1.4M |
| AIA Group Ltd | 0.03% | Reduce -9.7% | 154,336 | $1.4M |
| Transce3nd, LLC | 0.57% | Add +14.2% | 147,168 | $1.4M |
| Utah Retirement Systems | 0.01% | Add +2.6% | 146,827 | $1.3M |
| Ilex Capital Partners (UK) LLP | 0.04% | New | 145,475 | $1.3M |
| Federated Hermes, Inc. | 0.00% | Add +2.7% | 139,356 | $1.3M |
| Teacher Retirement System of Texas | 0.01% | Add +7.2% | 138,828 | $1.3M |
| Ascentis Wealth Management, LLC | 0.35% | Add +7.8% | 138,127 | $1.3M |
| HBK Sorce Advisory LLC | 0.03% | Reduce -8.3% | 137,672 | $1.3M |
| Moloney Securities Asset Management, LLC | 0.16% | Add +110.3% | 137,513 | $1.3M |
| Aubrey Capital Management Ltd | 0.46% | Add +27.5% | 135,300 | $1.3M |
| Main Street Financial Solutions, LLC | 0.09% | Add +303.0% | 135,356 | $1.2M |
| Pictet Asset Management Holding SA | 0.00% | Add +2.2% | 132,387 | $1.2M |
| Twinbeech Capital LP | 0.03% | New | 130,806 | $1.2M |
| Tredje AP-fonden | 0.01% | Add +25.5% | 129,376 | $1.2M |
| Waterfront Wealth Inc. | 0.26% | Add +23.9% | 127,388 | $1.2M |
| Ethic Inc. | 0.02% | Add +62.4% | 125,567 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -2.0% | 125,335 | $1.2M |
| Two Sigma Securities, LLC | 0.14% | Add +1090.6% | 123,765 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +21.0% | 123,137 | $1.1M |
| AQR Capital Management | 0.00% | Add +90.1% | 121,877 | $1.1M |
| Elo Mutual Pension Insurance Co | 0.02% | Add +55.5% | 121,156 | $1.1M |
| Astoria Portfolio Advisors LLC. | 0.31% | Reduce -1.4% | 114,609 | $1.1M |
| Stableford Capital II LLC | 0.41% | Add +61.4% | 112,877 | $1.1M |
| Sigma Planning Corp | 0.03% | Reduce -13.6% | 118,432 | $1.1M |
| SG Americas Securities, LLC | 0.00% | Add +4.5% | 118,061 | $1.1M |
| AXS Investments LLC | 0.43% | Reduce -18.5% | 115,383 | $1.1M |
| Fortitude Advisory Group L.L.C. | 0.60% | Add +14.5% | 113,991 | $1.0M |
| Cannell & Spears LLC | 0.02% | Add +227.0% | 109,540 | $1.0M |
| Mgo One Seven LLC | 0.03% | Add +481.3% | 109,315 | $1.0M |
| Fortitude Financial, LLC | 0.89% | Add +0.1% | 108,589 | $998K |
| AlphaCore Capital LLC | 0.04% | Add +3.3% | 105,981 | $987K |
| Sowell Financial Services LLC | 0.04% | Add +33.2% | 107,216 | $985K |
| Voya Investment Management LLC | 0.00% | Reduce -2.0% | 105,855 | $973K |
| Deutsche Bank AG | 0.00% | Add +27.6% | 105,378 | $968K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +5.8% | 104,719 | $962K |
| Westend Capital Management, LLC | 0.29% | Add +8.5% | 102,183 | $939K |
| SeaCrest Wealth Management, LLC | 0.10% | Add +20.5% | 97,470 | $896K |
| Collar Capital Management, LLC | 0.75% | Reduce -0.1% | 97,466 | $896K |
| New York Life Investment Management LLC | 0.01% | Add +1.0% | 95,728 | $880K |
| Walleye Capital LLC | 0.01% | New | 89,023 | $818K |
| Keybank National Association | 0.00% | Reduce -6.9% | 88,972 | $818K |
| Steadtrust LLC | 0.64% | — | 88,900 | $817K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -76.8% | 86,844 | $799K |
| Simplify Asset Management Inc. | 0.05% | Reduce -73.3% | 86,000 | $790K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Add +56.9% | 83,103 | $764K |
| Independent Advisor Alliance | 0.02% | Add +175.9% | 79,772 | $733K |
| Bridgefront Capital, LLC | 0.19% | New | 78,816 | $724K |
| Cooper Financial Group | 0.08% | Reduce -9.1% | 78,311 | $720K |
| Clear Harbor Asset Management, LLC | 0.05% | Add +13.4% | 78,080 | $718K |
| Firethorn Wealth Partners, LLC | 0.31% | Reduce -0.9% | 77,315 | $711K |
| Captrust Financial Advisors | 0.00% | Add +26.7% | 77,135 | $709K |
| Principal Securities, Inc. | 0.01% | Add +32.3% | 76,516 | $703K |
| Winebrenner Capital Management LLC | 0.56% | No change | 76,200 | $700K |
| Savvy Advisors, Inc. | 0.05% | Add +4.6% | 75,030 | $690K |
| Jacobs Asset Management, LLC | 0.39% | Reduce -75.0% | 75,000 | $689K |
| Sullivan Wood Capital Management LLC | 1.42% | — | 73,400 | $683K |
| Centaurus Financial, Inc. | 0.04% | Add +141.2% | 74,055 | $681K |
| Prudential Financial Inc. | 0.00% | Add +36.0% | 72,009 | $680K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +6.7% | 73,712 | $677K |
| Bank of Montreal | 0.00% | Add +180.1% | 72,608 | $667K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -40.9% | 72,574 | $667K |
| Innova Wealth Partners | 0.39% | Add +2.7% | 71,516 | $657K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 71,525 | $657K |
| Mariner, LLC | 0.00% | Reduce -18.5% | 70,009 | $643K |
| Diversify Advisory Services, LLC | 0.02% | Add +572.0% | 68,007 | $643K |
| &partners | 0.00% | Add +38.7% | 69,153 | $636K |
| Howard Financial Services, LTD. | 0.08% | Add +23.8% | 69,038 | $634K |
| Wedbush Securities Inc. | 0.02% | Reduce -21.2% | 68,519 | $630K |
| Rareview Capital LLC | 0.40% | Reduce -10.2% | 68,326 | $628K |
| Arkadios Wealth Advisors | 0.02% | Add +18.2% | 67,589 | $621K |
| MAI Capital Management | 0.00% | Add +1.8% | 67,245 | $618K |
| Tidal Investments LLC | 0.00% | Reduce -8.4% | 66,367 | $610K |
| Samalin Investment Counsel, LLC | 0.23% | Add +8.1% | 66,175 | $608K |
| Aigen Investment Management, LP | 0.08% | New | 66,117 | $608K |
| Gotham Asset Management | 0.00% | Add +17.9% | 65,911 | $606K |
| Integrated Investment Consultants, LLC | 0.12% | New | 65,500 | $602K |
| Global Assets Advisory, LLC | 0.23% | Reduce -64.1% | 63,620 | $594K |
| Guidance Capital, Inc. | 0.17% | Reduce -27.4% | 61,417 | $582K |
| Sterling Capital Management LLC | 0.01% | Add +31.2% | 63,069 | $580K |
| Equitable Holdings, Inc. | 0.00% | Add +91.4% | 62,763 | $577K |
| Delphi Financial Group, Inc. | 0.41% | New | 62,500 | $574K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -86.5% | 60,180 | $560K |
| DoubleLine ETF Adviser LP | 0.18% | Add +16.9% | 60,127 | $553K |
| Cwm, LLC | 0.00% | Add +66.9% | 59,391 | $546K |
| Pure Financial Advisors, LLC | 0.01% | New | 59,347 | $545K |
| Catalyst Funds Management Pty Ltd | 0.15% | Add +78.3% | 59,035 | $543K |
| Triumph Capital Management | 0.16% | Reduce -27.9% | 58,409 | $537K |
| Wolverine Trading, LLC | 0.01% | Reduce -53.4% | 56,214 | $522K |
| Fermata Advisors, LLC | 0.14% | Add +17.6% | 56,716 | $521K |
| Parisi Gray Wealth Management | 0.15% | Add +0.5% | 56,244 | $517K |
| Maridea Wealth Management LLC | 0.13% | Add +3.8% | 54,484 | $501K |
| Prospera Financial Services Inc | 0.01% | Add +51.0% | 53,948 | $496K |
| Wedmont Private Capital | 0.02% | Reduce -1.7% | 51,893 | $493K |
| Xponance LLC | 0.00% | Add +9.6% | 53,092 | $488K |
| Sherbrooke Park Advisers LLC | 0.21% | Add +403.7% | 52,169 | $479K |
| DCM Advisors, LLC | 0.20% | New | 51,929 | $477K |
| Norden Group LLC | 0.05% | Add +63.1% | 50,757 | $466K |
| SCS Capital Management LLC | 0.01% | Add +4.1% | 50,603 | $465K |
| Warren Street Wealth Advisors, LLC | 0.15% | New | 50,217 | $461K |
| Two Sigma Investments, LP | 0.00% | Reduce -77.2% | 49,252 | $453K |
| Triton Wealth Management, PLLC | 0.19% | — | 46,056 | $443K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +116.1% | 47,467 | $436K |
| KG Capital Management | 0.13% | Add +18.1% | 47,314 | $435K |
| Wealthspire Advisors, LLC | 0.00% | New | 47,092 | $433K |
| Maryland State Retirement & Pension System | 0.01% | Add +16.1% | 46,050 | $423K |
| First Foundation Advisors | 0.02% | No change | 45,946 | $422K |
| Amalgamated Bank | 0.00% | Add +0.3% | 45,942 | $422K |
| QRG Capital Management, Inc. | 0.00% | Reduce -14.0% | 45,891 | $422K |
| Yousif Capital Management, LLC | 0.00% | Add +6.9% | 44,958 | $413K |
| Sunbelt Securities, Inc. | 0.04% | Add +8.2% | 44,143 | $407K |
| Harbour Investments, Inc. | 0.01% | Add +18.3% | 44,101 | $405K |
| IFG Advisory, LLC | 0.02% | Reduce -19.4% | 43,555 | $400K |
| Strategic Financial Concepts, LLC | 0.06% | Reduce -1.0% | 42,919 | $394K |
| NEOS Investment Management LLC | 0.00% | Add +121.3% | 42,802 | $393K |
| Stephens Inc. | 0.01% | Add +5.4% | 42,536 | $391K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -24.5% | 42,522 | $391K |
| J. Safra Sarasin Holding AG | 0.01% | No change | 42,000 | $386K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -15.4% | 41,143 | $378K |
| Dynamic Technology Lab Private Ltd | 0.05% | New | 41,136 | $378K |
| Principal Financial Group Inc. | 0.00% | Reduce -6.5% | 39,559 | $364K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -15.4% | 39,353 | $362K |
| Genesis Wealth Advisors, LLC | 0.27% | Add +166.7% | 39,066 | $359K |
| Regions Financial Corp. | 0.00% | Add +8.0% | 39,000 | $358K |
| Infrastructure Capital Advisors, LLC | 0.06% | Add +19.5% | 38,510 | $354K |
| American Assets Capital Advisers, LLC | 0.35% | Reduce -91.2% | 38,019 | $349K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +101.4% | 37,991 | $349K |
| HSBC Holdings PLC | 0.00% | Add +57.8% | 37,642 | $346K |
| Oppenheimer & Co. Inc. | 0.00% | New | 37,276 | $343K |
| Vident Advisory, LLC | 0.00% | Add +127.5% | 36,964 | $340K |
| Intrua Financial, LLC | 0.05% | New | 36,171 | $332K |
| Engineers Gate Manager LP | 0.00% | Reduce -82.0% | 35,494 | $326K |
| Global Retirement Partners, LLC | 0.01% | — | 35,402 | $325K |
| Castleview Partners, LLC | 0.21% | Add +1.1% | 34,786 | $320K |
| Frank, Rimerman Advisors LLC | 0.02% | Add +0.3% | 34,367 | $316K |
| Praxis Investment Management Inc. | 0.02% | No change | 33,700 | $310K |
| Baker Avenue Asset Management, LP | 0.01% | Add +0.0% | 33,592 | $309K |
| Redwood Investment Management, LLC | 0.03% | Add +0.8% | 33,464 | $308K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -21.3% | 33,472 | $308K |
| Legacy Capital Wealth Partners, LLC | 0.07% | Add +17.7% | 33,213 | $305K |
| Magnus Financial Group LLC | 0.03% | Add +4.5% | 32,172 | $296K |
| Parallel Advisors, LLC | 0.01% | Reduce -45.0% | 31,997 | $294K |
| Nebula Research & Development LLC | 0.02% | New | 31,141 | $286K |
| Abel Hall, LLC | 0.13% | New | 31,132 | $286K |
| Holocene Advisors, LP | 0.00% | New | 31,087 | $286K |
| Ameritas Advisory Services, LLC | 0.01% | New | 30,512 | $280K |
| Angel Oak Capital Advisors, LLC | 0.40% | No change | 30,500 | $280K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +15.6% | 30,338 | $279K |
| Avantax Planning Partners, Inc. | 0.01% | Add +120.2% | 29,955 | $275K |
| Corient Private Wealth LP | 0.00% | Reduce -52.7% | 28,983 | $266K |
| Bluefin Capital Management, LLC | 0.21% | New | 28,700 | $264K |
| Vision Financial Markets LLC | 0.25% | New | 28,600 | $263K |
| Bullseye Investment Management, LLC | 0.17% | No change | 27,409 | $263K |
| LaSalle St. Investment Advisors, LLC | 0.07% | Add +0.8% | 28,449 | $261K |
| Compound Planning, Inc. | 0.01% | Add +12.3% | 28,224 | $259K |
| Joel Isaacson & Co., LLC | 0.01% | Add +40.5% | 27,622 | $254K |
| Nwam LLC | 0.01% | Add +37.2% | 26,626 | $251K |
| Aspen Wealth Strategies, LLC | 0.15% | Add +32.6% | 27,074 | $249K |
| NewEdge Advisors, LLC | 0.00% | Add +8.5% | 27,060 | $249K |
| Fiduciary Alliance LLC | 0.02% | New | 26,776 | $246K |
| KBC Group NV | 0.00% | Reduce -19.9% | 26,768 | $246K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -30.4% | 26,509 | $244K |
| CFO4Life Group, LLC | 0.04% | Reduce -1.3% | 26,167 | $240K |
| Greenland Capital Management LP | 0.03% | Reduce -84.6% | 26,144 | $240K |
| Consolidated Portfolio Review Corp | 0.03% | Reduce -76.2% | 25,934 | $238K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +28.5% | 25,693 | $236K |
| HighPoint Advisor Group LLC | 0.01% | New | 25,673 | $236K |
| Capital Advisors Inc. | 0.00% | Reduce -10.6% | 25,634 | $236K |
| D.A. Davidson & Co. | 0.00% | Add +8.5% | 25,462 | $234K |
| Foundations Investment Advisors, LLC | 0.00% | Add +17.7% | 25,191 | $232K |
| Lazari Capital Management, Inc. | 0.09% | No change | 25,105 | $231K |
| Truist Financial Corp. | 0.00% | Add +31.2% | 24,988 | $230K |
| Kingstone Capital Partners Texas, LLC | 0.15% | Add +29.3% | 24,817 | $228K |
| PVG Asset Management Corp. | 0.75% | Add +13.8% | 23,852 | $219K |
| Swiss Life Asset Management Ltd | 0.00% | Add +72.5% | 23,652 | $217K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -80.4% | 23,647 | $217K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 23,600 | $217K |
| PharVision Advisers, LLC | 0.31% | New | 23,121 | $212K |
| AA Financial Advisors, LLC | 0.05% | No change | 23,091 | $212K |
| OneDigital Investment Advisors LLC | 0.00% | Add +9.4% | 23,033 | $212K |
| Brookstone Capital Management | 0.00% | Reduce -75.9% | 22,885 | $210K |
| Summit Trail Advisors, LLC | 0.00% | Reduce -15.4% | 22,510 | $210K |
| Covestor Ltd | 0.12% | Add +100.4% | 22,787 | $209K |
| Atria Investments, Inc | 0.00% | Add +15.8% | 22,737 | $209K |
| Armstrong Advisory Group, Inc. | 0.02% | Add +22.9% | 22,734 | $209K |
| IMC-Chicago, LLC | 0.01% | Reduce -87.8% | 22,640 | $208K |
| Horan Securities, Inc. | 0.07% | Add +11.7% | 22,522 | $207K |
| Benjamin Edwards Inc. | 0.00% | Add +0.3% | 22,430 | $206K |
| M&T Bank Corp | 0.00% | Reduce -64.9% | 21,955 | $201K |
| CIBC Asset Management Inc | 0.00% | No change | 21,819 | $201K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +47.6% | 21,798 | $200K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -68.0% | 21,651 | $199K |
| Perigon Wealth Management, LLC | 0.00% | Add +71.5% | 21,355 | $196K |
| Paragon Capital Management Ltd | 0.04% | Reduce -35.5% | 20,819 | $191K |
| Fisher Asset Management | 0.00% | Reduce -48.6% | 20,817 | $191K |
| Blueshift Asset Management, LLC | 0.06% | New | 20,809 | $191K |
| IHT Wealth Management, LLC | 0.01% | New | 20,740 | $191K |
| Mutual Advisors, LLC | 0.00% | Add +0.7% | 19,381 | $188K |
| Compass Financial Group, INC | 0.03% | Reduce -4.4% | 20,437 | $188K |
| IFP Advisors, Inc | 0.01% | Add +185.6% | 18,504 | $188K |
| Insight Advisors, LLC/ PA | 0.03% | Add +33.0% | 20,164 | $185K |
| Quantitative Investment Management, LLC | 0.02% | New | 20,202 | $185K |
| Choreo, LLC | 0.00% | Reduce -9.6% | 19,799 | $184K |
| Leonteq Securities AG | 0.01% | No change | 20,000 | $184K |
| Fidelis Capital Partners, LLC | 0.02% | Reduce -10.2% | 19,476 | $183K |
| SummitTX Capital, L.P. | 0.01% | Reduce -85.8% | 19,851 | $182K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -5.7% | 19,835 | $182K |
| Portside Wealth Group, LLC | 0.03% | Add +1.3% | 19,810 | $182K |
| Weaver Consulting Group | 0.05% | Add +27.1% | 19,527 | $179K |
| Apollon Wealth Management, LLC | 0.00% | New | 19,520 | $179K |
| 180 Wealth Advisors, LLC | 0.02% | Add +10.6% | 18,959 | $174K |
| Financial Gravity Companies, Inc. | 0.03% | — | 18,760 | $172K |
| One Charles Private Wealth Services, LLC | 0.05% | New | 18,741 | $172K |
| Cerity Partners LLC | 0.00% | Reduce -40.3% | 18,507 | $171K |
| Cornerstone Select Advisors, LLC | 0.15% | Add +57.4% | 18,537 | $170K |
| Gilman Hill Asset Management, LLC | 0.03% | Add +76.2% | 18,500 | $170K |
| DNB Asset Management AS | 0.00% | Add +12.3% | 18,342 | $169K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -30.4% | 18,269 | $168K |
| Cary Street Partners Financial LLC | 0.00% | Reduce -33.4% | 18,187 | $167K |
| Traynor Capital Management, Inc. | 0.01% | Add +23.2% | 17,872 | $167K |
| Creative Financial Designs Inc. | 0.01% | No change | 18,111 | $166K |
| Collaborative Wealth Managment Inc. | 0.07% | No change | 18,090 | $166K |
| Jane Street Group, LLC | 0.00% | Reduce -90.5% | 17,929 | $165K |
| Parallax Volatility Advisers, L.P. | 0.01% | Reduce -90.2% | 17,865 | $164K |
| Capstone Investment Advisors, LLC | 0.00% | New | 17,844 | $164K |
| WealthTrust Axiom LLC | 0.05% | Reduce -12.4% | 17,700 | $163K |
| Private Trust Co. NA | 0.02% | Reduce -7.8% | 17,669 | $162K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -19.5% | 17,116 | $157K |
| Diligent Investors, LLC | 0.04% | Reduce -53.9% | 17,076 | $157K |
| Navis Wealth Advisors, LLC | 0.13% | No change | 17,000 | $156K |
| CTC Alternative Strategies, Ltd. | 0.13% | New | 16,600 | $153K |
| AE Wealth Management LLC | 0.00% | Add +62.0% | 16,527 | $152K |
| Vanguard Capital Wealth Advisors | 0.15% | Add +26.9% | 16,500 | $152K |
| Talon Private Wealth, LLC | 0.02% | Add +17.9% | 16,500 | $152K |
| Composition Wealth, LLC | 0.00% | Add +8.8% | 16,220 | $149K |
| Lanark Financial, Inc. | 0.01% | Add +85.1% | 16,263 | $149K |
| New Wave Wealth Advisors LLC | 0.06% | Add +3.2% | 16,210 | $149K |
| Mission Wealth Management, LP | 0.00% | Add +0.2% | 16,146 | $148K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -22.3% | 16,101 | $148K |
| Orange Investment Advisors, Inc. | 0.02% | No change | 16,000 | $147K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -27.4% | 15,848 | $146K |
| Brighton Jones LLC | 0.00% | Add +7.2% | 15,800 | $145K |
| MetLife Investment Management, LLC | 0.00% | Add +1.5% | 15,783 | $145K |
| Waverly Advisors, LLC | 0.00% | Add +3.3% | 15,699 | $144K |
| Motiv8 Investments LLC | 0.09% | Add +1.6% | 15,687 | $144K |
| Eight 31 Financial, LLC | 0.09% | New | 15,608 | $143K |
| O'ROURKE & COMPANY, Inc | 0.07% | Add +1.4% | 15,583 | $143K |
| JBR Co Financial Management Inc | 0.07% | No change | 15,252 | $140K |
| Lifestyle Asset Management, Inc. | 0.07% | Reduce -18.8% | 15,166 | $139K |
| HB Wealth Management, LLC | 0.00% | Reduce -1.4% | 15,098 | $139K |
| SLT Holdings LLC | 0.11% | Add +50.0% | 15,000 | $138K |
| Rogco, LP | 0.05% | No change | 15,000 | $138K |
| BLB&B Advisors, LLC | 0.01% | Reduce -11.9% | 14,805 | $136K |
| Merit Financial Group, LLC | 0.00% | New | 14,804 | $136K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -16.2% | 14,671 | $135K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -1.7% | 14,607 | $134K |
| Blair William & Co. | 0.00% | Add +15.7% | 14,450 | $133K |
| Oarsman Capital, Inc. | 0.02% | Add +32.4% | 14,397 | $132K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +15.6% | 14,278 | $131K |
| CreativeOne Wealth, LLC | 0.00% | Add +0.8% | 14,100 | $130K |
| Park Avenue Securities LLC | 0.00% | Reduce -57.1% | 13,799 | $127K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.03% | Add +1.4% | 13,804 | $127K |
| TD Private Client Wealth LLC | 0.00% | Reduce -6.1% | 13,781 | $127K |
| Level Four Advisory Services, LLC | 0.00% | Add +1.0% | 13,487 | $124K |
| Manchester Financial Inc. | 0.03% | Add +0.5% | 13,261 | $122K |
| Headlands Technologies LLC | 0.01% | New | 13,180 | $121K |
| Signature Estate & Investment Advisors LLC | 0.00% | New | 13,002 | $119K |
| Hilton Capital Management, LLC | 0.01% | New | 13,000 | $119K |
| StoneX Group Inc. | 0.01% | New | 12,647 | $118K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -1.3% | 12,742 | $117K |
| Meeder Advisory Services, Inc. | 0.01% | Add +15.3% | 12,545 | $115K |
| Winch Advisory Services, LLC | 0.03% | Add +4.1% | 12,544 | $115K |
| WealthPLAN Partners, LLC | 0.02% | No change | 12,485 | $115K |
| Valley Brook Capital Group, Inc. | 0.09% | No change | 12,425 | $114K |
| Signaturefd, LLC | 0.00% | Add +49.9% | 12,418 | $114K |
| Sonora Investment Management Group, LLC | 0.01% | No change | 12,396 | $114K |
| Danske Bank A/S | 0.00% | Add +3934.7% | 12,104 | $111K |
| BTC Capital Management, Inc. | 0.01% | No change | 12,000 | $110K |
| Garden State Investment Advisory Services LLC | 0.03% | Reduce -10.0% | 11,993 | $110K |
| Beacon Financial Advisory LLC | 0.03% | New | 11,953 | $110K |
| WMG Financial Advisors, LLC | 0.04% | New | 11,870 | $109K |
| BCO Wealth Management LLC | 0.08% | New | 11,790 | $108K |
| CWC Advisors, LLC. | 0.06% | New | 11,750 | $108K |
| Allianz Asset Management GmbH | 0.00% | Reduce -79.0% | 11,676 | $107K |
| Greenwich Wealth Management LLC | 0.01% | New | 11,603 | $107K |
| New Age Alpha Advisors, LLC | 0.00% | Add +130.3% | 11,631 | $107K |
| Ieq Capital, LLC | 0.00% | Reduce -24.8% | 11,399 | $105K |
| Liberty Capital Management, Inc. | 0.02% | New | 11,300 | $104K |
| Cora Capital Advisors LLC | 0.05% | No change | 11,200 | $103K |
| Anfield Capital Management, LLC | 0.03% | No change | 11,142 | $102K |
| Montag A & Associates Inc. | 0.01% | Add +48.9% | 10,914 | $102K |
| RFG Advisory, LLC | 0.00% | New | 10,744 | $99K |
| Townsquare Capital LLC | 0.01% | Reduce -98.2% | 10,623 | $98K |
| WealthPlan Investment Management, LLC | 0.01% | No change | 10,583 | $97K |
| PFG Advisors | 0.00% | New | 10,565 | $97K |
| one8zero8, LLC | 0.02% | No change | 10,500 | $96K |
| Lido Advisors, LLC | 0.00% | Reduce -7.9% | 10,263 | $96K |
| Proffitt & Goodson Inc. | 0.01% | No change | 10,376 | $95K |
| Martin Worley Group | 0.05% | No change | 10,290 | $95K |
| Essex LLC | 0.02% | No change | 10,200 | $94K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 10,107 | $93K |
| Daymark Wealth Partners, LLC | 0.00% | New | 10,085 | $93K |
| Hantz Financial Services, Inc. | 0.00% | New | 8,475 | $78K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -70.1% | 8,100 | $74K |
| Hazlett, Burt & Watson, Inc. | 0.03% | No change | 8,000 | $74K |
| Quarry LP | 0.02% | New | 7,635 | $70K |
| Cape Investment Advisory, Inc. | 0.03% | Add +115.7% | 7,493 | $69K |
| First Community Trust NA | 0.05% | New | 7,300 | $67K |
| Front Row Advisors LLC | 0.02% | No change | 7,000 | $65K |
| Bruce G. Allen Investments, LLC | 0.05% | Add +26.0% | 6,556 | $60K |
| CoreCap Advisors, LLC | 0.00% | Add +34.5% | 6,278 | $58K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 6,000 | $55K |
| MeadowBrook Investment Advisors LLC | 0.05% | Add +109.7% | 2,160 | $54K |
| Painted Porch Advisors LLC | 0.02% | Add +2691.0% | 5,582 | $51K |
| Capital Analysts, LLC | 0.00% | New | 5,506 | $51K |
| CI Investments Inc. | 0.00% | Add +21.2% | 5,499 | $51K |
| LRI Investments, LLC | 0.00% | Add +40.0% | 5,496 | $51K |
| NFSG Corp | 0.01% | No change | 5,250 | $48K |
| VSM Wealth Advisory, LLC | 0.02% | Add +42.8% | 5,166 | $47K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 5,115 | $47K |
| Wealth Preservation Advisors, LLC | 0.03% | New | 5,000 | $46K |
| Huntington National Bank | 0.00% | Add +32.2% | 4,918 | $45K |
| Nova Wealth Management, Inc. | 0.03% | No change | 4,671 | $43K |
| Brooklyn Investment Group | 0.01% | Reduce -42.6% | 4,582 | $42K |
| Summit Securities Group LLC | 0.01% | Reduce -36.2% | 4,400 | $40K |
| Rossby Financial, LCC | 0.01% | Add +0.7% | 4,309 | $40K |
| Spire Wealth Management | 0.00% | No change | 4,059 | $37K |
| WFA of San Diego, LLC | 0.03% | — | 4,000 | $37K |
| Salem Investment Counselors Inc. | 0.00% | Add +9.3% | 3,754 | $35K |
| Bogart Wealth, LLC | 0.00% | Add +78.0% | 3,650 | $34K |
| Trust Co. of Vermont | 0.00% | Add +1003.0% | 3,629 | $33K |
| Jones Financial Companies LLLP | 0.00% | Reduce -38.4% | 3,222 | $30K |
| GeoWealth Management, LLC | 0.00% | New | 3,162 | $29K |
| GAMMA Investing LLC | 0.00% | Add +3.7% | 3,004 | $28K |
| N.E.W. Advisory Services LLC | 0.00% | Add +3.5% | 3,000 | $28K |
| Alerus Financial NA | 0.00% | New | 2,930 | $27K |
| Farther Finance Advisors, LLC | 0.00% | Add +30.2% | 2,922 | $27K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 2,800 | $26K |
| Red Tortoise LLC | 0.01% | Add +377.4% | 2,764 | $25K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -53.9% | 2,681 | $25K |
| TCTC Holdings, LLC | 0.00% | No change | 2,712 | $25K |
| SWAN Capital LLC | 0.01% | No change | 2,500 | $23K |
| Riverview Trust Co | 0.03% | No change | 2,425 | $22K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 2,392 | $22K |
| Gen-Wealth Partners Inc | 0.01% | Add +295.8% | 2,355 | $22K |
| Larson Financial Group LLC | 0.00% | Reduce -33.8% | 2,180 | $20K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -71.5% | 2,065 | $19K |
| Financial Perspectives, Inc | 0.01% | No change | 2,020 | $19K |
| Innovative Advisory Group, LLC | 0.02% | No change | 2,000 | $18K |
| Glenmede Investment Management, LP | 0.00% | — | 1,984 | $18K |
| Activest Wealth Management | 0.00% | Add +16.6% | 1,983 | $18K |
| Whittier Trust Co. | 0.00% | New | 1,751 | $16K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 1,730 | $16K |
| Sound Income Strategies, LLC | 0.00% | Add +1.0% | 1,692 | $16K |
| National Bank of Canada | 0.00% | Reduce -20.2% | 1,675 | $15K |
| Financial Connections Group, Inc. | 0.01% | Add +4.2% | 1,642 | $15K |
| Aventura Private Wealth, LLC | 0.01% | Add +24.1% | 1,500 | $14K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +122.1% | 1,455 | $13K |
| SouthState Bank Corp | 0.00% | Reduce -80.8% | 1,400 | $13K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -75.1% | 1,393 | $13K |
| Bell Investment Advisors, Inc | 0.00% | Add +37.0% | 1,373 | $13K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 1,346 | $12K |
| Broadwater Capital Management LLC | 0.01% | Add +819.0% | 12,131 | $12K |
| Tortoise Investment Management, LLC | 0.00% | No change | 1,257 | $12K |
| McIlrath & Eck, LLC | 0.00% | Reduce -84.0% | 1,226 | $11K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -61.4% | 1,200 | $11K |
| Darwin Wealth Management, LLC | 0.00% | Add +8.1% | 1,112 | $10K |
| Financial Network Wealth Advisors LLC | 0.01% | Add +22.4% | 1,106 | $10K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -0.3% | 1,019 | $9K |
| Optimum Investment Advisors | 0.00% | No change | 1,000 | $9K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Add +11.1% | 1,000 | $9K |
| Crewe Advisors LLC | 0.00% | Add +1.3% | 1,000 | $9K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 870 | $8K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 800 | $7K |
| Bessemer Group Inc. | 0.00% | Add +37.8% | 766 | $7K |
| Graney & King, LLC | 0.00% | New | 758 | $7K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -53.9% | 720 | $7K |
| Avion Wealth | 0.00% | Add +7.7% | 661 | $6K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -13.6% | 602 | $6K |
| Wolff Wiese Magana LLC | 0.00% | No change | 600 | $6K |
| Godsey & Gibb, Inc. | 0.00% | No change | 540 | $5K |
| Deseret Mutual Benefit Administrators | 0.00% | No change | 523 | $5K |
| Versant Capital Management, Inc | 0.00% | Reduce -70.5% | 513 | $5K |
| Country Trust Bank | 0.00% | New | 500 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | New | 469 | $4K |
| Clearstead Advisors, LLC | 0.00% | Add +63.1% | 385 | $4K |
| Aspect Partners, LLC | 0.00% | Add +2.5% | 331 | $3K |
| Christopher J. Hasenberg, Inc | 0.00% | New | 330 | $3K |
| Decker Retirement Planning Inc. | 0.00% | Add +20.0% | 300 | $3K |
| Archer Investment Corp | 0.00% | Add +1.8% | 282 | $3K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 241 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 229 | $2K |
| Tsfg, LLC | 0.00% | New | 205 | $2K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -94.3% | 173 | $2K |
| Bellwether Advisors, LLC | 0.00% | No change | 162 | $1K |
| Key Financial Inc | 0.00% | No change | 161 | $1K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | New | 154 | $1K |
| Cromwell Holdings LLC | 0.00% | Add +135.5% | 146 | $1K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -92.8% | 142 | $1K |
| Arax Advisory Partners | 0.00% | No change | 143 | $1K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -2.3% | 129 | $1K |
| Mountain Hill Investment Partners Corp. | 0.00% | Add +84.1% | 116 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 98 | $1K |
| Roble, Belko & Company, Inc | 0.00% | Add +4.4% | 143 | $1K |
| American Capital Advisory, LLC | 0.00% | New | 106 | $975 |
| St Germain D J Co. Inc. | 0.00% | No change | 100 | $919 |
| Fortis Group Advisors, LLC | 0.00% | No change | 85 | $781 |
| Rothschild Investment LLC | 0.00% | Reduce -98.8% | 60 | $551 |
| True Wealth Design, LLC | 0.00% | Add +2750.0% | 57 | $524 |
| HHM Wealth Advisors, LLC | 0.00% | Add +3.8% | 55 | $503 |
| Raffa Wealth Management, LLC | 0.00% | No change | 47 | $432 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 39 | $369 |
| Harbor Asset Planning, Inc. | 0.00% | — | 28 | $254 |
| Assetmark, Inc. | 0.00% | Reduce -96.4% | 21 | $193 |
| UMB Bank, n.a. | 0.00% | New | 18 | $165 |
| Clearstead Trust, LLC | 0.00% | Reduce -96.8% | 16 | $148 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -46.4% | 15 | $138 |
| MV Capital Management, Inc. | 0.00% | Reduce -65.9% | 15 | $138 |
| DecisionPoint Financial, LLC | 0.00% | New | 14 | $131 |
| Stephens Consulting, LLC | 0.00% | New | 4 | $37 |
| Center for Financial Planning, Inc. | 0.00% | No change | 3 | $28 |
| Total Investment Management Inc. | 0.00% | New | 1 | $9 |
| Pin Oak Investment Advisors Inc. | 0.00% | Reduce -66.7% | 50 | $0 |
"% of holder's portfolio" is AGNC's weight in each manager's 13F, not the share of AGNC Investment Corp. the manager owns.