AGNC InvestmentAGNC
13F holders, Q3 2025 (September 30)601holders +33
94new positions
55sold out
9famous investors
$9.80avg. 13F price*
At the end of Q3 2025, 601 institutions reported holding AGNC Investment Corp. (AGNC) in their 13F filings, up 33 from Q2 2025. 94 opened new positions and 55 sold out. The largest holders were Vanguard Group Inc. ($944.2M), BlackRock, Inc. ($550.3M) and Geode Capital Management, LLC ($269.6M). 9 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- AGNC Investment Corp.
- CUSIP
- 00123Q104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 94 | $88.4M |
| Exits | 55 | $106.6M |
All 13F filers, Q2 2025 → Q3 2025: 37,106,960 shares bought and 68,279,292 shares sold, net −31,172,332 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 601 holders
| Vanguard Group Inc. | 0.01% | Add +1.7% | 96,440,345 | $944.2M |
| BlackRock, Inc. | 0.01% | Add +6.6% | 56,207,331 | $550.3M |
| Geode Capital Management, LLC | 0.02% | Add +10.0% | 27,501,497 | $269.6M |
| State Street Corp. | 0.01% | Add +2.8% | 17,155,565 | $170.0M |
| UBS Group AG | 0.02% | Reduce -48.6% | 11,863,026 | $116.1M |
| Equity Investment Corp. | 1.96% | Add +1.8% | 9,554,836 | $93.5M |
| Bank of America Corp. | 0.01% | Reduce -40.0% | 7,217,050 | $70.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.3% | 7,190,339 | $70.4M |
| Victory Capital Management Inc. | 0.04% | Add +20.2% | 7,111,656 | $69.6M |
| Allspring Global Investments Holdings, LLC | 0.11% | Reduce -12.0% | 6,943,537 | $68.9M |
| Northern Trust Corp. | 0.01% | Add +1.9% | 6,756,193 | $66.1M |
| Renaissance Technologies | 0.08% | Add +1519.8% | 6,269,129 | $61.4M |
| Morgan Stanley | 0.00% | Reduce -18.6% | 6,029,117 | $59.0M |
| Davidson Investment Advisors | 1.78% | Add +12.6% | 4,295,811 | $42.1M |
| Royal Bank of Canada | 0.01% | Reduce -18.8% | 4,150,834 | $40.6M |
| Raymond James Financial Inc. | 0.01% | Add +16.6% | 4,081,577 | $40.0M |
| Van Eck Associates Corp. | 0.04% | Add +1.3% | 3,909,790 | $38.3M |
| Nuveen, LLC | 0.01% | Add +5.5% | 3,061,074 | $30.0M |
| Bank of New York Mellon Corp | 0.01% | Add +4.7% | 3,028,072 | $29.6M |
| Invesco Ltd. | 0.00% | Add +0.8% | 2,513,731 | $24.6M |
| Wells Fargo & Company | 0.00% | Add +11.4% | 2,389,421 | $23.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.04% | Add +9.4% | 2,298,987 | $22.5M |
| Susquehanna International Group, LLP | 0.03% | Reduce -8.5% | 2,282,205 | $22.3M |
| LPL Financial LLC | 0.01% | Add +12.6% | 2,220,625 | $21.7M |
| Swiss National Bank | 0.01% | Add +13.1% | 1,978,600 | $19.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +14.1% | 1,959,146 | $19.2M |
| Schonfeld Strategic Advisors LLC | 0.13% | Add +7.9% | 1,931,043 | $18.9M |
| Dupree Financial Group, LLC | 6.83% | Reduce -18.8% | 1,796,909 | $17.6M |
| Thompson Siegel & Walmsley LLC | 0.27% | Reduce -15.1% | 1,726,931 | $16.9M |
| Millennium Management | 0.01% | Add +229.3% | 1,696,799 | $16.6M |
| Advisors Capital Management, LLC | 0.21% | Add +54.2% | 1,681,659 | $16.5M |
| Artemis Investment Management LLP | 0.18% | New | 1,458,097 | $14.3M |
| California Public Employees Retirement System | 0.01% | Add +18.3% | 1,447,285 | $14.2M |
| JPMorgan Chase & Co. | 0.00% | Add +29.4% | 1,429,581 | $14.0M |
| Stifel Financial Corp. | 0.01% | Add +26.8% | 1,410,926 | $13.8M |
| King Street Capital Management, L.P. | 2.59% | New | 1,325,000 | $13.0M |
| Citigroup Inc. | 0.01% | Add +39.4% | 1,311,549 | $12.8M |
| Advisors Asset Management, Inc. | 0.21% | Reduce -2.0% | 1,287,933 | $12.6M |
| Squarepoint Ops LLC | 0.03% | Add +57.9% | 1,257,319 | $12.3M |
| Storebrand Asset Management As | 0.03% | No change | 1,256,581 | $12.3M |
| Osaic Holdings, Inc. | 0.02% | Add +25.8% | 1,209,821 | $11.8M |
| Focus Partners Wealth | 0.02% | New | 1,147,611 | $11.2M |
| Trivium Point Advisory, LLC | 1.14% | Add +19.4% | 1,139,528 | $11.2M |
| Legal & General Group Plc | 0.00% | Add +5.1% | 1,114,312 | $10.9M |
| FMR LLC | 0.00% | Reduce -94.3% | 1,103,985 | $10.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -29.4% | 1,077,540 | $10.5M |
| Tudor Investment Corporation | 0.07% | New | 1,050,095 | $10.3M |
| FWL Investment Management, LLC | 2.49% | Add +17.8% | 976,912 | $9.6M |
| California State Teachers Retirement System | 0.01% | Add +10.1% | 971,350 | $9.5M |
| Cetera Investment Advisers | 0.01% | Add +21.0% | 934,737 | $9.2M |
| Rhumbline Advisers | 0.01% | Add +5.1% | 896,362 | $8.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.6% | 862,825 | $8.4M |
| TCW Group Inc. | 0.07% | No change | 861,041 | $8.4M |
| Neuberger Berman Group LLC | 0.01% | Add +10.3% | 858,143 | $8.4M |
| Evergreen Capital Management LLC | 0.20% | Add +1.4% | 840,221 | $8.3M |
| Boston Partners | 0.01% | Reduce -1.9% | 813,056 | $8.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +16.9% | 761,216 | $7.5M |
| Pekin Hardy Strauss, Inc. | 0.73% | Reduce -35.1% | 741,567 | $7.3M |
| Jain Global LLC | 0.08% | Add +28.4% | 623,067 | $6.1M |
| State of Wisconsin Investment Board | 0.01% | Add +14.1% | 584,206 | $5.7M |
| Beck Capital Management, LLC | 1.31% | Add +0.2% | 578,938 | $5.7M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -1.1% | 552,495 | $5.4M |
| Pinebridge Investments, L.P. | 0.04% | No change | 546,146 | $5.3M |
| Cubist Systematic Strategies, LLC | 0.08% | New | 543,991 | $5.3M |
| New York State Common Retirement Fund | 0.01% | Add +12.2% | 528,089 | $5.2M |
| Transcend Capital Advisors, LLC | 0.36% | Reduce -6.9% | 526,895 | $5.2M |
| Independent Financial Group, LLC | 0.12% | Add +15.2% | 490,363 | $4.8M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +20.8% | 486,779 | $4.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -24.8% | 480,397 | $4.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +16.5% | 474,821 | $4.6M |
| Sei Investments Co. | 0.01% | Reduce -1.2% | 470,665 | $4.6M |
| Treasurer of the State of North Carolina | 0.01% | Add +5.7% | 467,607 | $4.6M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +26.8% | 459,363 | $4.5M |
| Mount Lucas Management LP | 2.02% | Reduce -19.9% | 457,000 | $4.5M |
| PFG Investments, LLC | 0.23% | Add +78.2% | 447,197 | $4.4M |
| Janus Henderson Group PLC | 0.00% | Add +12.5% | 443,142 | $4.3M |
| HUB Investment Partners, LLC | 0.16% | Add +25.6% | 443,364 | $4.3M |
| Alliancebernstein L.P. | 0.00% | Add +7.6% | 423,747 | $4.1M |
| BNP Paribas Financial Markets | 0.00% | Add +11.4% | 404,963 | $4.0M |
| Franklin Resources Inc. | 0.00% | Reduce -13.0% | 400,687 | $3.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +34.4% | 383,116 | $3.8M |
| Advisory Services Network, LLC | 0.05% | Add +83.0% | 380,119 | $3.7M |
| Graham Capital Management, L.P. | 0.20% | Add +80.1% | 378,760 | $3.7M |
| Handelsbanken Fonder AB | 0.01% | Add +68.2% | 370,100 | $3.6M |
| Penn Mutual Asset Management | 8.61% | No change | 360,000 | $3.5M |
| Balefire, LLC | 0.69% | Add +1.0% | 353,366 | $3.5M |
| Group One Trading LLC | 0.10% | Reduce -12.2% | 351,943 | $3.4M |
| Nisa Investment Advisors, LLC | 0.01% | Add +87.6% | 344,633 | $3.4M |
| VPR Management LLC | 1.52% | Reduce -2.1% | 342,500 | $3.4M |
| Slagle Financial, LLC | 1.20% | Add +5.4% | 334,969 | $3.3M |
| GraniteShares Advisors LLC | 1.89% | Add +9.7% | 333,908 | $3.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +30.1% | 333,286 | $3.3M |
| Marshall Wace, LLP | 0.00% | Reduce -57.7% | 331,311 | $3.2M |
| SummitTX Capital, L.P. | 0.13% | Add +1542.2% | 325,990 | $3.2M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +8.6% | 323,858 | $3.2M |
| Public Employees Retirement System of Ohio | 0.01% | Add +10.4% | 324,914 | $3.2M |
| Shay Capital LLC | 0.56% | New | 315,606 | $3.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +11.6% | 308,075 | $3.0M |
| Arizona State Retirement System | 0.02% | Add +12.9% | 301,747 | $3.0M |
| Boothbay Fund Management, LLC | 0.08% | New | 294,803 | $2.9M |
| Cibc World Market Inc. | 0.01% | No change | 294,500 | $2.9M |
| Prevail Innovative Wealth Advisors, LLC | 0.56% | Reduce -6.3% | 292,270 | $2.9M |
| Waterloo Capital, L.P. | 0.21% | Add +24.1% | 291,903 | $2.9M |
| Y-Intercept (Hong Kong) Ltd | 0.06% | New | 273,837 | $2.7M |
| CIBC Bancorp USA Inc. | 0.02% | — | 273,793 | $2.7M |
| Creative Planning | 0.00% | Add +17.4% | 267,449 | $2.6M |
| MML Investors Services, LLC | 0.01% | Add +15.3% | 267,108 | $2.6M |
| Verition Fund Management LLC | 0.02% | Add +8.8% | 262,616 | $2.6M |
| Prelude Capital Management, LLC | 0.20% | Reduce -25.6% | 260,400 | $2.5M |
| Summit Financial, LLC | 0.04% | Add +19.8% | 254,621 | $2.5M |
| AIA Group Ltd | 0.04% | Add +60.9% | 248,301 | $2.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +5.3% | 247,376 | $2.4M |
| US Bancorp \de | 0.00% | Add +33.3% | 236,948 | $2.3M |
| Continuum Advisory, LLC | 0.25% | Add +2.3% | 236,824 | $2.3M |
| Quantinno Capital Management LP | 0.01% | Add +49.6% | 233,106 | $2.3M |
| Barclays PLC | 0.00% | Reduce -42.6% | 230,936 | $2.3M |
| Private Advisor Group, LLC | 0.01% | Add +8.3% | 230,523 | $2.3M |
| RBF Capital, LLC | 0.10% | No change | 230,000 | $2.3M |
| Kovack Advisors, Inc. | 0.21% | Reduce -1.7% | 226,421 | $2.2M |
| Bramshill Investments, LLC | 0.15% | Reduce -2.3% | 224,334 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Add +0.5% | 218,805 | $2.2M |
| Hollencrest Capital Management | 0.08% | Reduce -0.1% | 220,800 | $2.2M |
| KLP Kapitalforvaltning As | 0.01% | Add +11.0% | 212,900 | $2.1M |
| Russell Investments Group, Ltd. | 0.00% | Add +135.5% | 204,482 | $2.0M |
| Simplicity Wealth,LLC | 0.12% | New | 203,948 | $2.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 199,556 | $2.0M |
| Brevan Howard Capital Management LP | 0.03% | Add +4.4% | 196,600 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | Add +3.4% | 190,924 | $1.9M |
| Guggenheim Capital LLC | 0.01% | Add +1.8% | 186,244 | $1.8M |
| Waterfront Wealth Inc. | 0.37% | Add +38.6% | 176,607 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +363.3% | 182,302 | $1.8M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -0.4% | 182,298 | $1.8M |
| Caprock Group, LLC | 0.04% | — | 178,662 | $1.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -21.8% | 177,530 | $1.7M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Add +2.8% | 177,490 | $1.7M |
| Penserra Capital Management LLC | 0.02% | Add +3.0% | 174,451 | $1.7M |
| Cozad Asset Management Inc. | 0.14% | Reduce -4.3% | 173,570 | $1.7M |
| AQR Capital Management | 0.00% | Add +42.2% | 173,337 | $1.7M |
| First Trust Advisors LP | 0.00% | Reduce -93.5% | 171,872 | $1.7M |
| Founders Financial Alliance, LLC | 0.32% | Add +11.2% | 171,802 | $1.7M |
| Utah Retirement Systems | 0.02% | Add +16.9% | 171,642 | $1.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +131.7% | 168,148 | $1.6M |
| Sage Mountain Advisors LLC | 0.09% | New | 162,974 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -26.5% | 160,464 | $1.6M |
| Engineers Gate Manager LP | 0.02% | Add +345.3% | 158,037 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -14.7% | 150,658 | $1.5M |
| Mariner, LLC | 0.00% | Add +119.3% | 153,562 | $1.5M |
| Ethic Inc. | 0.02% | Add +21.5% | 152,560 | $1.5M |
| NewEdge Wealth, LLC | 0.02% | New | 145,700 | $1.5M |
| Virtu Financial LLC | 0.08% | New | 151,297 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +218.0% | 150,943 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +19.9% | 147,693 | $1.4M |
| Pictet Asset Management Holding SA | 0.00% | Add +10.4% | 146,105 | $1.4M |
| Westend Capital Management, LLC | 0.41% | Add +40.4% | 143,474 | $1.4M |
| Twin Tree Management, LP | 0.06% | New | 140,591 | $1.4M |
| Summit Securities Group LLC | 0.45% | Add +3075.0% | 139,700 | $1.4M |
| Federated Hermes, Inc. | 0.00% | Add +0.1% | 139,545 | $1.4M |
| HBK Sorce Advisory LLC | 0.03% | Reduce -3.2% | 133,323 | $1.3M |
| Aubrey Capital Management Ltd | 0.42% | No change | 135,300 | $1.3M |
| SeaCrest Wealth Management, LLC | 0.14% | Add +32.3% | 128,954 | $1.3M |
| Teacher Retirement System of Texas | 0.01% | Reduce -3.7% | 133,639 | $1.3M |
| Cwm, LLC | 0.00% | Add +124.4% | 133,300 | $1.3M |
| International Assets Investment Management, LLC | 0.10% | Add +3.7% | 340,054 | $1.3M |
| PMC FIG Opportunities LLC | 1.91% | New | 127,272 | $1.2M |
| Astoria Portfolio Advisors LLC. | 0.33% | Add +6.5% | 122,020 | $1.2M |
| Allworth Financial LP | 0.01% | Reduce -36.0% | 124,147 | $1.2M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -57.2% | 122,218 | $1.2M |
| Wellington Management Group LLP | 0.00% | Reduce -91.6% | 121,903 | $1.2M |
| Arkadios Wealth Advisors | 0.03% | Add +79.9% | 121,595 | $1.2M |
| Moloney Securities Asset Management, LLC | 0.14% | Reduce -13.4% | 119,126 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +11.7% | 117,012 | $1.1M |
| Sigma Planning Corp | 0.03% | Reduce -1.4% | 116,794 | $1.1M |
| Deutsche Bank AG | 0.00% | Add +9.8% | 115,716 | $1.1M |
| Stableford Capital II LLC | 0.39% | Reduce -1.4% | 111,312 | $1.1M |
| Collar Capital Management, LLC | 0.76% | Add +13.4% | 110,566 | $1.1M |
| Bank of Montreal | 0.00% | Add +51.7% | 110,163 | $1.1M |
| Cannell & Spears LLC | 0.02% | No change | 109,540 | $1.1M |
| AlphaCore Capital LLC | 0.04% | Add +1.6% | 107,703 | $1.1M |
| Fortitude Financial, LLC | 0.87% | Add +0.1% | 108,639 | $1.1M |
| Independent Advisor Alliance | 0.03% | Add +31.0% | 104,474 | $1.0M |
| New York Life Investment Management LLC | 0.01% | Add +8.1% | 103,462 | $1.0M |
| Wealthspire Advisors, LLC | 0.01% | Add +119.5% | 103,380 | $1.0M |
| Dark Forest Capital Management LP | 0.04% | Reduce -34.3% | 102,984 | $1.0M |
| LMR Partners LLP | 0.02% | New | 101,936 | $998K |
| Vision Financial Markets LLC | 0.84% | Add +251.8% | 100,600 | $985K |
| Public Employees Retirement Association of Colorado | 0.00% | Add +40.5% | 100,510 | $984K |
| Sowell Financial Services LLC | 0.04% | Reduce -6.5% | 100,270 | $982K |
| Natixis | 0.01% | Reduce -68.7% | 95,986 | $940K |
| &partners | 0.01% | Add +36.8% | 94,600 | $926K |
| Keybank National Association | 0.00% | Add +5.5% | 93,879 | $919K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +289.3% | 91,882 | $900K |
| Captrust Financial Advisors | 0.00% | Add +18.4% | 91,322 | $894K |
| Polymer Capital Management (US) LLC | 0.12% | New | 90,026 | $881K |
| Steadtrust LLC | 0.59% | Add +0.1% | 88,992 | $871K |
| NEOS Investment Management LLC | 0.01% | Add +103.2% | 86,968 | $851K |
| Cooper Financial Group | 0.09% | Add +11.0% | 86,934 | $851K |
| Voya Investment Management LLC | 0.00% | Reduce -18.4% | 86,321 | $845K |
| Simplify Asset Management Inc. | 0.02% | No change | 86,000 | $842K |
| Catalyst Funds Management Pty Ltd | 0.13% | Add +44.2% | 85,135 | $833K |
| Main Street Financial Solutions, LLC | 0.05% | Reduce -37.3% | 84,928 | $831K |
| D. E. Shaw & Co. | 0.00% | Reduce -90.4% | 84,312 | $825K |
| Principal Securities, Inc. | 0.01% | Add +9.7% | 83,925 | $822K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Add +0.1% | 83,158 | $814K |
| Savvy Advisors, Inc. | 0.04% | Add +7.8% | 80,892 | $792K |
| Capstone Investment Advisors, LLC | 0.01% | Add +352.0% | 80,650 | $790K |
| Prudential Financial Inc. | 0.00% | Add +11.1% | 80,029 | $783K |
| Innova Wealth Partners | 0.42% | Add +10.9% | 79,330 | $777K |
| Sullivan Wood Capital Management LLC | 1.13% | Add +5.5% | 77,400 | $767K |
| Guidance Capital, Inc. | 0.20% | Add +21.6% | 74,714 | $762K |
| Firethorn Wealth Partners, LLC | 0.30% | Reduce -0.5% | 76,955 | $753K |
| Diversify Advisory Services, LLC | 0.03% | Add +9.7% | 74,587 | $750K |
| Gotham Asset Management | 0.00% | Add +16.1% | 76,517 | $749K |
| Clear Harbor Asset Management, LLC | 0.05% | Reduce -4.1% | 74,850 | $733K |
| SCS Capital Management LLC | 0.01% | Add +45.7% | 73,718 | $722K |
| Oak Thistle LLC | 0.11% | New | 72,843 | $713K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -1.4% | 72,663 | $711K |
| Samalin Investment Counsel, LLC | 0.24% | Add +7.5% | 71,172 | $697K |
| Spinnaker Investment Group, LLC | 0.13% | New | 71,038 | $695K |
| Howard Financial Services, LTD. | 0.08% | Add +2.7% | 70,896 | $694K |
| WJ Financial Advisors LLC | 0.67% | — | 70,579 | $691K |
| Centaurus Financial, Inc. | 0.03% | Reduce -5.2% | 70,239 | $688K |
| MAI Capital Management | 0.00% | Add +2.3% | 68,758 | $673K |
| Fortitude Advisory Group L.L.C. | 0.36% | Reduce -39.8% | 68,647 | $672K |
| Wedmont Private Capital | 0.02% | Add +28.6% | 66,751 | $667K |
| Bridgewater Associates | 0.00% | New | 67,260 | $658K |
| Tidal Investments LLC | 0.00% | Add +0.4% | 66,627 | $652K |
| Equitable Holdings, Inc. | 0.00% | Add +6.1% | 66,611 | $652K |
| Prospera Financial Services Inc | 0.01% | Add +23.2% | 66,470 | $651K |
| Global Assets Advisory, LLC | 0.19% | Add +2.3% | 65,049 | $637K |
| Sterling Capital Management LLC | 0.01% | Add +2.0% | 64,304 | $630K |
| DoubleLine ETF Adviser LP | 0.19% | Add +5.7% | 63,536 | $622K |
| Frank, Rimerman Advisors LLC | 0.04% | Add +83.9% | 63,207 | $619K |
| Wedbush Securities Inc. | 0.02% | Reduce -10.6% | 61,252 | $600K |
| Neo Ivy Capital Management | 0.15% | New | 61,194 | $599K |
| Wolverine Trading, LLC | 0.01% | Add +7.7% | 60,523 | $596K |
| Intrua Financial, LLC | 0.07% | Add +68.1% | 60,796 | $595K |
| Triumph Capital Management | 0.16% | Add +4.0% | 60,724 | $594K |
| Norden Group LLC | 0.06% | Add +19.1% | 60,477 | $592K |
| StoneX Group Inc. | 0.03% | Add +367.6% | 59,135 | $586K |
| Sherbrooke Park Advisers LLC | 0.26% | Add +11.0% | 57,886 | $567K |
| Xponance LLC | 0.00% | Add +8.3% | 57,504 | $563K |
| Parisi Gray Wealth Management | 0.14% | Add +1.1% | 56,891 | $557K |
| Winebrenner Capital Management LLC | 0.40% | Reduce -26.3% | 56,200 | $550K |
| Fermata Advisors, LLC | 0.14% | Reduce -1.7% | 55,760 | $546K |
| Maridea Wealth Management LLC | 0.08% | Reduce -1.3% | 53,779 | $543K |
| Integrity Alliance, Llc. | 0.03% | New | 55,149 | $540K |
| Quantbot Technologies LP | 0.01% | Reduce -91.9% | 54,541 | $534K |
| Icon Advisers Inc. | 0.12% | Reduce -82.7% | 53,121 | $520K |
| Amalgamated Bank | 0.00% | Add +13.5% | 52,150 | $511K |
| Maryland State Retirement & Pension System | 0.01% | Add +12.6% | 51,831 | $507K |
| Sanctuary Advisors, LLC | 0.00% | Add +24.3% | 51,128 | $501K |
| NewEdge Advisors, LLC | 0.00% | Add +87.8% | 50,815 | $497K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +17.7% | 50,056 | $490K |
| Tredje AP-fonden | 0.00% | Reduce -62.5% | 48,498 | $475K |
| KG Capital Management | 0.13% | Add +2.4% | 48,434 | $474K |
| Yousif Capital Management, LLC | 0.01% | Add +5.9% | 47,613 | $466K |
| American Assets Capital Advisers, LLC | 0.49% | Add +23.9% | 47,117 | $461K |
| Cornerstone Select Advisors, LLC | 0.33% | Add +151.0% | 46,529 | $456K |
| Strategic Financial Concepts, LLC | 0.07% | Add +8.1% | 46,382 | $454K |
| Swiss Life Asset Management Ltd | 0.00% | Add +94.3% | 45,957 | $450K |
| First Foundation Advisors | 0.02% | No change | 45,946 | $450K |
| Harbour Investments, Inc. | 0.01% | Add +2.2% | 45,061 | $441K |
| IFG Advisory, LLC | 0.02% | Add +3.1% | 44,898 | $440K |
| Brookstone Capital Management | 0.00% | Add +84.8% | 42,279 | $414K |
| Washington Trust Bank | 0.03% | New | 41,700 | $408K |
| Stephens Inc. | 0.01% | Reduce -2.4% | 41,520 | $406K |
| DRW Securities, LLC | 0.02% | New | 41,238 | $404K |
| Persistent Asset Partners Ltd | 0.29% | New | 40,908 | $400K |
| Larson Financial Group LLC | 0.01% | Add +1767.1% | 40,702 | $398K |
| Triton Wealth Management, PLLC | 0.15% | Reduce -14.3% | 39,451 | $393K |
| Integrated Investment Consultants, LLC | 0.07% | Reduce -39.6% | 39,535 | $387K |
| Krilogy Financial LLC | 0.01% | New | 37,701 | $386K |
| QRG Capital Management, Inc. | 0.00% | Reduce -14.6% | 39,209 | $384K |
| Vantage Financial Partners, LLC | 0.08% | New | 39,012 | $382K |
| Principal Financial Group Inc. | 0.00% | Reduce -2.4% | 38,629 | $378K |
| Oppenheimer & Co. Inc. | 0.00% | Add +1.1% | 37,694 | $369K |
| Ameritas Advisory Services, LLC | 0.02% | Add +23.1% | 37,557 | $368K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +46.1% | 37,527 | $367K |
| Infrastructure Capital Advisors, LLC | 0.06% | Reduce -5.5% | 36,409 | $364K |
| Intech Investment Management LLC | 0.00% | New | 36,948 | $362K |
| Genesis Wealth Advisors, LLC | 0.25% | Reduce -5.9% | 36,769 | $360K |
| HSBC Holdings PLC | 0.00% | Reduce -2.3% | 36,766 | $360K |
| Legacy Capital Wealth Partners, LLC | 0.08% | Add +9.0% | 36,213 | $355K |
| Corient Private Wealth LP | 0.00% | Add +24.5% | 36,076 | $353K |
| Regions Financial Corp. | 0.00% | Reduce -7.7% | 36,000 | $352K |
| Mercer Global Advisors Inc. | 0.00% | Add +6.5% | 35,658 | $349K |
| Global Retirement Partners, LLC | 0.01% | Reduce -0.6% | 35,175 | $344K |
| Parallax Volatility Advisers, L.P. | 0.01% | Add +95.9% | 35,005 | $343K |
| D.A. Davidson & Co. | 0.00% | Add +36.6% | 34,777 | $340K |
| Magnus Financial Group LLC | 0.03% | Add +7.2% | 34,496 | $338K |
| Castleview Partners, LLC | 0.18% | Reduce -1.7% | 34,210 | $335K |
| Praxis Investment Management Inc. | 0.02% | No change | 33,700 | $330K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 33,592 | $329K |
| Jefferies Financial Group Inc. | 0.00% | New | 33,272 | $326K |
| Howland Capital Management LLC | 0.01% | New | 32,768 | $325K |
| Cerity Partners LLC | 0.00% | Add +77.8% | 32,901 | $322K |
| Parallel Advisors, LLC | 0.01% | Add +2.2% | 32,715 | $320K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -26.0% | 32,676 | $320K |
| KBC Group NV | 0.00% | Add +17.0% | 31,315 | $307K |
| Curi Capital, LLC | 0.01% | Reduce -86.5% | 31,018 | $304K |
| Abel Hall, LLC | 0.12% | Reduce -0.4% | 30,998 | $303K |
| HighPoint Advisor Group LLC | 0.01% | Add +20.1% | 30,823 | $302K |
| Compound Planning, Inc. | 0.01% | Add +9.0% | 30,755 | $301K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +1.3% | 30,724 | $301K |
| AlphaQuest LLC | 0.02% | New | 30,551 | $299K |
| Kingsview Wealth Management, LLC | 0.00% | Add +109.1% | 30,537 | $299K |
| Angel Oak Capital Advisors, LLC | 0.23% | No change | 30,500 | $299K |
| Mutual Advisors, LLC | 0.01% | Add +50.8% | 29,217 | $295K |
| Jaffetilchin Investment Partners, LLC | 0.02% | New | 30,090 | $295K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 29,955 | $293K |
| Truist Financial Corp. | 0.00% | Add +19.6% | 29,874 | $292K |
| Citadel Advisors | 0.00% | Reduce -99.6% | 29,782 | $292K |
| Vident Advisory, LLC | 0.00% | Reduce -20.1% | 29,529 | $289K |
| Aigen Investment Management, LP | 0.04% | Reduce -56.0% | 29,124 | $285K |
| HB Wealth Management, LLC | 0.00% | Add +92.0% | 28,993 | $284K |
| Aspen Wealth Strategies, LLC | 0.16% | Add +6.2% | 28,759 | $282K |
| Nwam LLC | 0.02% | Add +4.4% | 27,803 | $281K |
| LaSalle St. Investment Advisors, LLC | 0.05% | Add +0.8% | 28,674 | $280K |
| Joel Isaacson & Co., LLC | 0.01% | Add +3.4% | 28,553 | $280K |
| Walleye Capital LLC | 0.00% | Reduce -68.0% | 28,509 | $279K |
| Foundations Investment Advisors, LLC | 0.00% | Add +12.4% | 28,315 | $277K |
| OneDigital Investment Advisors LLC | 0.00% | Add +22.5% | 28,212 | $276K |
| Caption Management, LLC | 0.02% | New | 28,000 | $274K |
| Kingstone Capital Partners Texas, LLC | 0.16% | Add +10.9% | 27,527 | $269K |
| Armstrong Advisory Group, Inc. | 0.02% | Add +20.0% | 27,283 | $267K |
| Bullseye Investment Management, LLC | 0.17% | No change | 27,409 | $263K |
| Fiduciary Alliance LLC | 0.02% | Reduce -0.1% | 26,740 | $262K |
| Signal Advisors Wealth, LLC | 0.02% | New | 26,671 | $261K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +20.9% | 26,165 | $256K |
| CFO4Life Group, LLC | 0.04% | Reduce -0.1% | 26,129 | $256K |
| Capital Advisors Inc. | 0.00% | Reduce -0.5% | 25,510 | $250K |
| Front Row Advisors LLC | 0.08% | Add +257.1% | 25,000 | $248K |
| Lazari Capital Management, Inc. | 0.08% | No change | 25,105 | $246K |
| Summit Trail Advisors, LLC | 0.00% | Add +9.5% | 24,639 | $244K |
| Gilman Hill Asset Management, LLC | 0.04% | Add +34.5% | 24,875 | $244K |
| STRS Ohio | 0.00% | Reduce -88.7% | 24,869 | $243K |
| HORAN Wealth, LLC | 0.04% | New | 24,691 | $242K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -35.8% | 24,406 | $239K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +11.7% | 24,344 | $238K |
| Geneos Wealth Management Inc. | 0.01% | Add +21.0% | 24,004 | $235K |
| AA Financial Advisors, LLC | 0.04% | No change | 23,091 | $226K |
| Apollon Wealth Management, LLC | 0.00% | Add +18.0% | 23,025 | $225K |
| Warren Street Wealth Advisors, LLC | 0.07% | Reduce -54.3% | 22,963 | $225K |
| Nomura Holdings Inc. | 0.00% | New | 22,811 | $223K |
| IHT Wealth Management, LLC | 0.01% | Add +9.0% | 22,607 | $221K |
| IFP Advisors, Inc | 0.01% | Add +21.8% | 22,544 | $221K |
| Benjamin Edwards Inc. | 0.00% | Reduce -0.4% | 22,344 | $219K |
| CIBC Asset Management Inc | 0.00% | No change | 21,819 | $214K |
| Longboard Asset Management, LP | 0.34% | New | 21,708 | $213K |
| Atria Investments, Inc | 0.00% | Reduce -5.1% | 21,578 | $211K |
| Compass Financial Group, INC | 0.03% | Add +5.3% | 21,521 | $211K |
| Mgo One Seven LLC | 0.00% | Reduce -80.4% | 21,460 | $210K |
| Sheets Smith Investment Management | 0.14% | New | 21,311 | $209K |
| WealthTrust Axiom LLC | 0.06% | Add +19.8% | 21,200 | $208K |
| Southland Equity Partners LLC | 0.04% | New | 21,186 | $207K |
| Choreo, LLC | 0.00% | Add +5.0% | 20,784 | $206K |
| 180 Wealth Advisors, LLC | 0.03% | Add +10.3% | 20,903 | $205K |
| Register Financial Advisors LLC | 0.08% | New | 20,500 | $201K |
| Consolidated Portfolio Review Corp | 0.02% | Reduce -21.8% | 20,277 | $199K |
| Manchester Financial Inc. | 0.04% | Add +52.1% | 20,177 | $198K |
| New Wave Wealth Advisors LLC | 0.08% | Add +23.0% | 19,937 | $197K |
| Paragon Capital Management Ltd | 0.04% | Reduce -3.1% | 20,165 | $197K |
| Insight Advisors, LLC/ PA | 0.03% | No change | 20,164 | $197K |
| SLT Holdings LLC | 0.13% | Add +33.3% | 20,000 | $196K |
| Cura Wealth Advisors, LLC | 0.08% | New | 20,000 | $196K |
| Leonteq Securities AG | 0.01% | No change | 20,000 | $196K |
| Portside Wealth Group, LLC | 0.03% | Add +0.2% | 19,844 | $194K |
| CreativeOne Wealth, LLC | 0.00% | Add +39.9% | 19,723 | $193K |
| Weaver Consulting Group | 0.05% | Add +0.8% | 19,680 | $193K |
| Fidelis Capital Partners, LLC | 0.01% | Reduce -0.0% | 19,475 | $191K |
| New Age Alpha Advisors, LLC | 0.01% | Add +66.8% | 19,396 | $190K |
| Blair William & Co. | 0.00% | Add +32.8% | 19,195 | $188K |
| Aptus Capital Advisors, LLC | 0.00% | Add +9.8% | 18,785 | $184K |
| Waverly Advisors, LLC | 0.00% | Add +18.0% | 18,523 | $181K |
| Solstein Capital, LLC | 0.08% | New | 18,516 | $181K |
| Winch Advisory Services, LLC | 0.04% | Add +46.2% | 18,342 | $180K |
| DNB Asset Management AS | 0.00% | No change | 18,342 | $180K |
| Cary Street Partners Financial LLC | 0.00% | Add +0.0% | 18,188 | $178K |
| Creative Financial Designs Inc. | 0.01% | No change | 18,111 | $177K |
| Collaborative Wealth Managment Inc. | 0.07% | No change | 18,090 | $177K |
| Lifestyle Asset Management, Inc. | 0.06% | Add +19.1% | 18,066 | $177K |
| Vanguard Capital Wealth Advisors | 0.14% | Add +9.1% | 18,000 | $176K |
| Simplex Trading, LLC | 0.00% | Reduce -95.8% | 17,970 | $175K |
| Composition Wealth, LLC | 0.00% | Add +9.4% | 17,747 | $174K |
| Private Trust Co. NA | 0.02% | No change | 17,669 | $173K |
| Motiv8 Investments LLC | 0.09% | Add +12.0% | 17,572 | $172K |
| AlphaStar Capital Management, LLC | 0.01% | New | 17,407 | $170K |
| MetLife Investment Management, LLC | 0.00% | Add +9.9% | 17,344 | $170K |
| AE Wealth Management LLC | 0.00% | Add +3.8% | 17,162 | $168K |
| Tiaa Trust, National Association | 0.00% | New | 17,097 | $167K |
| Lanark Financial, Inc. | 0.01% | Add +4.9% | 17,059 | $167K |
| Traynor Capital Management, Inc. | 0.01% | Reduce -4.8% | 17,023 | $167K |
| Navis Wealth Advisors, LLC | 0.13% | No change | 17,000 | $166K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +30.9% | 16,682 | $163K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -38.4% | 16,325 | $160K |
| Brighton Jones LLC | 0.00% | Add +2.9% | 16,252 | $159K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.0% | 16,168 | $158K |
| Mission Wealth Management, LP | 0.00% | No change | 16,146 | $158K |
| Eight 31 Financial, LLC | 0.09% | Add +3.2% | 16,107 | $158K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 16,101 | $158K |
| Orange Investment Advisors, Inc. | 0.02% | No change | 16,000 | $157K |
| O'ROURKE & COMPANY, Inc | 0.07% | Add +2.7% | 15,997 | $157K |
| TD Private Client Wealth LLC | 0.00% | Add +15.9% | 15,977 | $156K |
| One Charles Private Wealth Services, LLC | 0.04% | Reduce -15.2% | 15,889 | $156K |
| M&T Bank Corp | 0.00% | Reduce -28.1% | 15,797 | $155K |
| SG Americas Securities, LLC | 0.00% | Reduce -86.7% | 15,752 | $154K |
| Diligent Investors, LLC | 0.04% | Reduce -8.8% | 15,577 | $152K |
| Landing Point Financial Group, LLC | 0.08% | New | 15,338 | $150K |
| JBR Co Financial Management Inc | 0.06% | No change | 15,252 | $149K |
| Summit Wealth Group LLC / Co. | 0.02% | New | 15,702 | $148K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.9% | 15,097 | $148K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 15,033 | $147K |
| Signaturefd, LLC | 0.00% | Add +20.9% | 15,015 | $147K |
| Rogco, LP | 0.05% | No change | 15,000 | $147K |
| BCO Wealth Management LLC | 0.10% | Add +26.9% | 14,961 | $146K |
| GTS Securities LLC | 0.01% | New | 14,950 | $146K |
| Signature Estate & Investment Advisors LLC | 0.00% | Add +14.8% | 14,929 | $146K |
| BLB&B Advisors, LLC | 0.01% | No change | 14,805 | $145K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 14,771 | $145K |
| Nicolet Advisory Services, LLC | 0.01% | New | 14,348 | $143K |
| Key Client Fiduciary Advisors, LLC | 0.05% | New | 14,628 | $143K |
| Oarsman Capital, Inc. | 0.02% | No change | 14,397 | $141K |
| PFG Advisors | 0.01% | Add +35.1% | 14,279 | $140K |
| Hilltop Holdings Inc. | 0.01% | New | 14,233 | $139K |
| Visionary Wealth Advisors | 0.01% | New | 14,229 | $139K |
| Park Avenue Securities LLC | 0.00% | Add +3.0% | 14,209 | $139K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -3.3% | 13,804 | $135K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.03% | No change | 13,804 | $135K |
| Level Four Advisory Services, LLC | 0.00% | Add +1.7% | 13,714 | $134K |
| Acorn Wealth Advisors, LLC | 0.04% | New | 13,591 | $133K |
| Farther Finance Advisors, LLC | 0.00% | Add +358.2% | 13,389 | $131K |
| Meeder Advisory Services, Inc. | 0.01% | Add +6.3% | 13,339 | $131K |
| Hilton Capital Management, LLC | 0.01% | No change | 13,000 | $127K |
| Holocene Advisors, LP | 0.00% | Reduce -58.3% | 12,960 | $127K |
| Virtus Advisers, LLC | 0.07% | New | 12,800 | $125K |
| WealthPLAN Partners, LLC | 0.02% | No change | 12,485 | $122K |
| Covestor Ltd | 0.07% | Reduce -45.4% | 12,445 | $122K |
| Valley Brook Capital Group, Inc. | 0.08% | No change | 12,425 | $122K |
| FORA Capital, LLC | 0.02% | New | 12,326 | $121K |
| WMG Financial Advisors, LLC | 0.04% | Add +3.7% | 12,314 | $121K |
| Planning Directions Inc. | 0.06% | New | 12,248 | $120K |
| Beacon Financial Advisory LLC | 0.03% | Add +1.0% | 12,071 | $118K |
| BTC Capital Management, Inc. | 0.01% | No change | 12,000 | $117K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 11,908 | $117K |
| Two Sigma Securities, LLC | 0.02% | Reduce -90.4% | 11,903 | $117K |
| CWC Advisors, LLC. | 0.06% | No change | 11,750 | $115K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -45.0% | 11,742 | $115K |
| Garden State Investment Advisory Services LLC | 0.03% | Reduce -3.4% | 11,588 | $113K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +13.9% | 11,508 | $113K |
| one8zero8, LLC | 0.02% | Add +9.5% | 11,500 | $113K |
| Bright Futures Wealth Management, LLC. | 0.09% | — | 11,318 | $111K |
| Liberty Capital Management, Inc. | 0.02% | No change | 11,300 | $111K |
| Proffitt & Goodson Inc. | 0.02% | Add +8.3% | 11,233 | $110K |
| Danske Bank A/S | 0.00% | Reduce -7.5% | 11,200 | $110K |
| Anfield Capital Management, LLC | 0.03% | No change | 11,142 | $109K |
| St. Louis Financial Planners Asset Management, LLC | 0.07% | New | 11,132 | $109K |
| Montag A & Associates Inc. | 0.01% | No change | 10,914 | $108K |
| Inspire Advisors, LLC | 0.01% | New | 10,965 | $107K |
| Permanent Capital Management, LP | 0.02% | — | 10,800 | $107K |
| Avory & Company, LLC | 0.06% | New | 10,929 | $107K |
| Curran Financial Partners, LLC | 0.02% | New | 10,835 | $106K |
| Keystone Financial Group | 0.01% | New | 10,745 | $105K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -54.7% | 10,711 | $105K |
| WealthPlan Investment Management, LLC | 0.01% | No change | 10,583 | $104K |
| Cora Capital Advisors LLC | 0.04% | Reduce -5.6% | 10,575 | $104K |
| Sage Capital Management, LLC | 0.05% | New | 10,500 | $103K |
| Fisher Asset Management | 0.00% | Reduce -50.5% | 10,304 | $101K |
| Lido Advisors, LLC | 0.00% | Reduce -1.5% | 10,106 | $101K |
| Essex LLC | 0.02% | No change | 10,200 | $100K |
| Snowden Capital Advisors LLC | 0.00% | New | 10,029 | $99K |
| Optivise Advisory Services LLC | 0.06% | New | 10,141 | $99K |
| Parkside Financial Bank & Trust | 0.01% | Add +625.3% | 10,103 | $99K |
| Daymark Wealth Partners, LLC | 0.00% | No change | 10,085 | $99K |
| Almanack Investment Partners, LLC. | 0.02% | New | 10,003 | $98K |
| Independent Solutions Wealth Management, LLC | 0.02% | New | 10,000 | $98K |
| Quarry Hill Advisors, LLC | 0.05% | New | 10,000 | $98K |
| CoreCap Advisors, LLC | 0.00% | Add +44.0% | 9,038 | $88K |
| Hantz Financial Services, Inc. | 0.00% | Add +2.1% | 8,656 | $85K |
| Walleye Trading LLC | 0.00% | New | 8,616 | $84K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 8,100 | $79K |
| Hazlett, Burt & Watson, Inc. | 0.03% | No change | 8,000 | $78K |
| CI Investments Inc. | 0.00% | Add +41.7% | 7,794 | $76K |
| Jones Financial Companies LLLP | 0.00% | Add +137.0% | 7,637 | $75K |
| First Community Trust NA | 0.06% | No change | 7,300 | $71K |
| Johnson Financial Group, Inc. | 0.00% | Add +143.7% | 6,534 | $65K |
| Rossby Financial, LCC | 0.02% | Add +50.3% | 6,477 | $64K |
| Bruce G. Allen Investments, LLC | 0.05% | No change | 6,556 | $64K |
| MeadowBrook Investment Advisors LLC | 0.05% | Add +13.0% | 2,440 | $62K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 6,000 | $59K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -40.7% | 357 | $58K |
| Capital Analysts, LLC | 0.00% | No change | 5,506 | $54K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 5,439 | $54K |
| LRI Investments, LLC | 0.00% | No change | 5,496 | $54K |
| VSM Wealth Advisory, LLC | 0.02% | Add +4.1% | 5,376 | $53K |
| NFSG Corp | 0.01% | No change | 5,250 | $51K |
| GAMMA Investing LLC | 0.00% | Add +74.5% | 5,242 | $51K |
| Quarry LP | 0.01% | Reduce -31.8% | 5,206 | $51K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 5,115 | $50K |
| Wealth Preservation Advisors, LLC | 0.03% | No change | 5,000 | $49K |
| Fourth Dimension Wealth, LLC | 0.02% | Add +78.6% | 5,000 | $49K |
| Nova Wealth Management, Inc. | 0.03% | No change | 4,671 | $46K |
| Huntington National Bank | 0.00% | Reduce -15.6% | 4,152 | $41K |
| WFA of San Diego, LLC | 0.03% | No change | 4,000 | $39K |
| Bogart Wealth, LLC | 0.00% | Add +1.4% | 3,702 | $36K |
| Financial Life Planners | 0.02% | New | 3,457 | $34K |
| WealthCollab, LLC | 0.02% | New | 3,380 | $33K |
| National Bank of Canada | 0.00% | Add +100.9% | 3,365 | $33K |
| Spire Wealth Management | 0.00% | Reduce -19.4% | 3,272 | $32K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -16.0% | 3,154 | $31K |
| Ascentis Wealth Management, LLC | 0.01% | Reduce -97.7% | 3,127 | $31K |
| Atlantic Union Bankshares Corp | 0.00% | New | 2,955 | $29K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +35.1% | 2,790 | $27K |
| TCTC Holdings, LLC | 0.00% | No change | 2,712 | $27K |
| Arax Advisory Partners | 0.00% | Add +1756.6% | 2,655 | $26K |
| SWAN Capital LLC | 0.01% | No change | 2,500 | $24K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -16.7% | 2,500 | $24K |
| Smartleaf Asset Management LLC | 0.00% | Add +106.2% | 2,474 | $24K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 2,392 | $23K |
| Gen-Wealth Partners Inc | 0.01% | No change | 2,355 | $23K |
| Transce3nd, LLC | 0.19% | Reduce -98.5% | 2,161 | $21K |
| Financial Perspectives, Inc | 0.01% | No change | 2,020 | $20K |
| Innovative Advisory Group, LLC | 0.01% | No change | 2,000 | $20K |
| Activest Wealth Management | 0.00% | No change | 1,983 | $19K |
| Sound Income Strategies, LLC | 0.00% | Add +1.3% | 1,714 | $17K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 1,730 | $17K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +991.6% | 1,681 | $16K |
| Financial Connections Group, Inc. | 0.01% | Add +3.7% | 1,703 | $16K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +6.0% | 1,543 | $15K |
| Aventura Private Wealth, LLC | 0.01% | No change | 1,500 | $15K |
| Trust Co. of Vermont | 0.00% | Reduce -63.4% | 1,329 | $13K |
| Broadwater Capital Management LLC | 0.01% | Reduce -89.1% | 1,320 | $13K |
| KERR FINANCIAL PLANNING Corp | 0.02% | — | 1,218 | $12K |
| Tortoise Investment Management, LLC | 0.00% | No change | 1,257 | $12K |
| McIlrath & Eck, LLC | 0.00% | No change | 1,226 | $12K |
| Crewe Advisors LLC | 0.00% | Add +20.5% | 1,205 | $12K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Add +20.0% | 1,200 | $12K |
| Salomon & Ludwin, LLC | 0.00% | New | 1,155 | $12K |
| Darwin Wealth Management, LLC | 0.00% | Add +3.8% | 1,154 | $11K |
| Country Trust Bank | 0.00% | Add +125.8% | 1,129 | $11K |
| Caitlin John, LLC | 0.01% | New | 1,120 | $11K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 1,106 | $11K |
| Assetmark, Inc. | 0.00% | Add +4847.6% | 1,039 | $10K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,019 | $10K |
| Optimum Investment Advisors | 0.00% | No change | 1,000 | $10K |
| Eastern Bank | 0.00% | New | 1,000 | $10K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 800 | $8K |
| Robinswood Financial LLC | 0.00% | New | 788 | $8K |
| Graney & King, LLC | 0.01% | Add +3.7% | 786 | $8K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -51.1% | 672 | $7K |
| Avion Wealth | 0.00% | Add +3.5% | 684 | $6K |
| Wolff Wiese Magana LLC | 0.00% | No change | 600 | $6K |
| Blue Trust, Inc. | 0.00% | New | 550 | $5K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -24.3% | 545 | $5K |
| 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% | No change | 513 | $5K |
| Clearstead Advisors, LLC | 0.00% | Add +32.2% | 509 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 469 | $5K |
| Aspect Partners, LLC | 0.00% | No change | 331 | $3K |
| Decker Retirement Planning Inc. | 0.00% | Add +3.7% | 311 | $3K |
| Archer Investment Corp | 0.00% | Add +2.1% | 288 | $3K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 241 | $2K |
| Sachetta, LLC | 0.00% | New | 233 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 229 | $2K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Add +29.5% | 224 | $2K |
| Tsfg, LLC | 0.00% | Add +3.9% | 213 | $2K |
| Bessemer Group Inc. | 0.00% | Reduce -72.6% | 210 | $2K |
| Painted Porch Advisors LLC | 0.00% | Reduce -96.4% | 200 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | New | 200 | $2K |
| UMB Bank, n.a. | 0.00% | Add +933.3% | 186 | $2K |
| Quadrant Capital Group LLC | 0.00% | New | 176 | $2K |
| Key Financial Inc | 0.00% | No change | 161 | $2K |
| Pin Oak Investment Advisors Inc. | 0.00% | Add +200.0% | 150 | $1K |
| Cromwell Holdings LLC | 0.00% | No change | 146 | $1K |
| Clearstead Trust, LLC | 0.00% | Add +806.3% | 145 | $1K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 142 | $1K |
| Retirement Wealth Solutions LLC | 0.00% | New | 131 | $1K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -1.6% | 127 | $1K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 123 | $1K |
| IMG Wealth Management, Inc. | 0.00% | New | 123 | $1K |
| Mountain Hill Investment Partners Corp. | 0.00% | Add +3.5% | 120 | $1K |
| Ameriflex Group, Inc. | 0.00% | New | 120 | $1K |
| American Capital Advisory, LLC | 0.00% | No change | 106 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 98 | $1K |
| Roble, Belko & Company, Inc | 0.00% | Add +3.5% | 148 | $1K |
| Fortis Group Advisors, LLC | 0.00% | No change | 85 | $832 |
| Root Financial Partners, LLC | 0.00% | New | 71 | $695 |
| Rothschild Investment LLC | 0.00% | No change | 60 | $587 |
| True Wealth Design, LLC | 0.00% | No change | 57 | $559 |
| Raffa Wealth Management, LLC | 0.00% | No change | 47 | $460 |
| Essential Partners LLC | 0.00% | New | 33 | $323 |
| Legacy Wealth Managment, LLC | 0.00% | New | 30 | $292 |
| Harbor Asset Planning, Inc. | 0.00% | No change | 28 | $271 |
| Quent Capital, LLC | 0.00% | New | 17 | $166 |
| MV Capital Management, Inc. | 0.00% | No change | 15 | $147 |
| DecisionPoint Financial, LLC | 0.00% | No change | 14 | $140 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -13.3% | 13 | $127 |
| Guerra Advisors Inc | 0.00% | New | 11 | $108 |
| Center for Financial Planning, Inc. | 0.00% | No change | 3 | $30 |
| Wealth Watch Advisors, INC | 0.00% | New | 1 | $10 |
| Cloud Capital Management, LLC | 0.00% | New | 21 | $0 |
"% of holder's portfolio" is AGNC's weight in each manager's 13F, not the share of AGNC Investment Corp. the manager owns.