AGNC InvestmentAGNC

13F holders, Q4 2025 (December 31)
648holders +47
81new positions
53sold out
9famous investors
$10.73avg. 13F price*

At the end of Q4 2025, 648 institutions reported holding AGNC Investment Corp. (AGNC) in their 13F filings, up 47 from Q3 2025. 81 opened new positions and 53 sold out. The largest holders were Vanguard Group Inc. ($1.0B), BlackRock, Inc. ($655.0M) and Geode Capital Management, LLC ($312.3M). 9 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions81$74.8M
Exits53$58.7M

All 13F filers, Q3 2025 → Q4 2025: 43,469,686 shares bought and 23,417,852 shares sold, net +20,051,834 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 648 holders

Vanguard Group Inc. 0.02% Add +1.4% 97,745,127 $1.0B
BlackRock, Inc. 0.01% Add +8.7% 61,104,856 $655.0M
Geode Capital Management, LLC 0.02% Add +5.8% 29,097,741 $312.3M
State Street Corp. 0.01% Add +6.4% 18,245,939 $197.8M
Norges Bank 0.02% — 13,230,430 $141.8M
Bank of America Corp. 0.01% Add +50.4% 10,850,477 $116.3M
UBS Group AG 0.02% Reduce -18.6% 9,656,331 $103.5M
Equity Investment Corp. 2.06% Reduce -0.3% 9,522,532 $102.1M
Morgan Stanley 0.00% Add +24.3% 7,491,585 $80.3M
Victory Capital Management Inc. 0.04% Add +0.0% 7,112,698 $76.2M
Charles Schwab Investment Management Inc. 0.01% Reduce -1.4% 7,089,943 $76.0M
Renaissance Technologies 0.11% Add +9.4% 6,861,679 $73.6M
Northern Trust Corp. 0.01% Reduce -1.9% 6,628,869 $71.1M
Davidson Investment Advisors 1.92% Add +0.1% 4,298,275 $46.1M
Van Eck Associates Corp. 0.04% Add +6.7% 4,171,269 $44.7M
Tudor Investment Corporation 0.24% Add +276.5% 3,953,770 $42.4M
Allspring Global Investments Holdings, LLC 0.07% Reduce -45.0% 3,816,548 $41.7M
Susquehanna International Group, LLP 0.05% Add +60.4% 3,660,658 $39.2M
Raymond James Financial Inc. 0.01% Reduce -11.6% 3,608,992 $38.7M
Bank of New York Mellon Corp 0.01% Add +13.5% 3,436,596 $36.8M
King Street Capital Management, L.P. 7.08% Add +145.4% 3,251,000 $34.9M
Nuveen, LLC 0.01% Add +3.7% 3,174,168 $34.0M
SG Americas Securities, LLC 0.04% Add +19632.0% 3,108,188 $33.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% New 3,097,929 $33.2M
FMR LLC 0.00% Add +147.3% 2,729,947 $29.3M
Invesco Ltd. 0.00% Add +2.7% 2,581,358 $27.7M
LPL Financial LLC 0.01% Add +9.6% 2,433,817 $26.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Add +5.0% 2,414,087 $25.9M
Wells Fargo & Company 0.00% Reduce -5.0% 2,270,442 $24.3M
Swiss National Bank 0.01% Add +3.8% 2,054,000 $22.0M
Envestnet Asset Management Inc. 0.01% Reduce -0.1% 1,956,549 $21.0M
JPMorgan Chase & Co. 0.00% Add +28.3% 1,834,748 $19.7M
Royal Bank of Canada 0.00% Reduce -56.6% 1,802,835 $19.3M
Advisors Capital Management, LLC 0.22% Add +1.5% 1,706,951 $18.3M
Stifel Financial Corp. 0.02% Add +15.3% 1,627,322 $17.4M
Osaic Holdings, Inc. 0.02% Add +28.6% 1,555,318 $16.7M
California Public Employees Retirement System 0.01% Add +2.6% 1,485,564 $15.9M
Citigroup Inc. 0.01% Add +12.9% 1,480,232 $15.9M
Dupree Financial Group, LLC 5.75% Reduce -18.1% 1,470,773 $15.8M
Citadel Advisors 0.01% Add +4572.2% 1,391,468 $14.9M
Trivium Point Advisory, LLC 1.46% Add +18.9% 1,355,114 $14.5M
Storebrand Asset Management As 0.04% No change 1,256,581 $13.5M
FWL Investment Management, LLC 3.23% Add +28.4% 1,253,847 $13.4M
Focus Partners Wealth 0.01% Add +9.5% 1,256,413 $12.4M
Advisors Asset Management, Inc. 0.21% Reduce -10.4% 1,153,392 $12.4M
Legal & General Group Plc 0.00% Add +0.2% 1,116,217 $12.0M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Add +420.9% 1,039,476 $11.1M
California State Teachers Retirement System 0.01% Add +2.2% 992,865 $10.6M
Goldman Sachs Group Inc. 0.00% Reduce -12.1% 947,110 $10.2M
Cetera Investment Advisers 0.01% Reduce -0.3% 932,282 $10.0M
Commonwealth Equity Services, LLC 0.01% Add +6.3% 917,522 $9.8M
Rhumbline Advisers 0.01% Add +1.8% 912,687 $9.8M
Independent Financial Group, LLC 0.21% Add +82.0% 892,471 $9.6M
TCW Group Inc. 0.07% No change 861,041 $9.2M
Neuberger Berman Group LLC 0.01% Reduce -1.0% 849,470 $9.1M
Millennium Management 0.01% Reduce -51.5% 823,632 $8.8M
T. Rowe Price Associates Inc. 0.00% Add +7.5% 818,683 $8.8M
Jain Global LLC 0.09% Add +27.3% 792,957 $8.5M
Y-Intercept (Hong Kong) Ltd 0.19% Add +187.2% 786,411 $8.4M
Dark Forest Capital Management LP 0.35% Add +604.0% 724,956 $7.8M
Pekin Hardy Strauss, Inc. 0.69% Reduce -6.1% 696,300 $7.5M
Evergreen Capital Management LLC 0.14% Reduce -29.2% 595,179 $6.5M
Beck Capital Management, LLC 1.52% Add +3.2% 597,258 $6.4M
Thompson Siegel & Walmsley LLC 0.11% Reduce -65.8% 590,524 $6.3M
Thrivent Financial for Lutherans 0.01% Add +19.6% 574,569 $6.2M
State Board of Administration of Florida Retirement System 0.01% Add +3.1% 569,865 $6.1M
D. E. Shaw & Co. 0.00% Add +559.1% 555,665 $6.0M
State of Wisconsin Investment Board 0.01% Reduce -8.6% 533,883 $5.7M
New York State Common Retirement Fund 0.01% No change 528,089 $5.7M
BNP Paribas Financial Markets 0.00% Add +25.8% 509,564 $5.5M
Cambridge Investment Research Advisors, Inc. 0.01% Add +5.2% 499,533 $5.4M
HUB Investment Partners, LLC 0.14% Add +10.8% 491,057 $5.3M
International Assets Investment Management, LLC 0.36% Add +43.1% 486,562 $5.2M
Alliancebernstein L.P. 0.00% Add +11.7% 473,469 $5.1M
Janus Henderson Group PLC 0.00% Add +4.8% 464,642 $5.0M
Police & Firemen's Retirement System of New Jersey 0.04% Add +0.8% 463,138 $5.0M
Balyasny Asset Management L.P. 0.01% New 461,636 $4.9M
Treasurer of the State of North Carolina 0.02% Reduce -4.0% 448,735 $4.8M
Advisory Services Network, LLC 0.07% Add +15.6% 439,567 $4.7M
Sei Investments Co. 0.00% Reduce -10.4% 421,508 $4.5M
Graham Capital Management, L.P. 0.22% Add +11.0% 420,443 $4.5M
XTX Topco Ltd 0.12% New 416,209 $4.5M
Janney Montgomery Scott LLC 0.01% Add +6.8% 409,097 $4.4M
Creative Planning 0.00% Add +43.5% 383,935 $4.1M
Transcend Capital Advisors, LLC 0.31% Reduce -30.4% 366,777 $3.9M
Penn Mutual Asset Management 2.41% No change 360,000 $3.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +16.6% 359,284 $3.9M
Balefire, LLC 0.75% Add +1.5% 358,551 $3.8M
Barclays PLC 0.00% Add +53.8% 355,279 $3.8M
Handelsbanken Fonder AB 0.01% Reduce -4.8% 352,400 $3.8M
Slagle Financial, LLC 1.30% Add +4.0% 348,406 $3.7M
SummitTX Capital, L.P. 0.11% Add +2.8% 335,253 $3.6M
PFG Investments, LLC 0.17% Reduce -26.0% 330,828 $3.5M
Public Employees Retirement System of Ohio 0.01% Reduce -0.8% 322,361 $3.5M
State of New Jersey Common Pension Fund D 0.01% Reduce -6.7% 310,975 $3.3M
Group One Trading LLC 0.10% Reduce -11.8% 310,263 $3.3M
Nisa Investment Advisors, LLC 0.01% Reduce -11.9% 303,692 $3.3M
Waterloo Capital, L.P. 0.23% Add +2.7% 299,855 $3.2M
Arizona State Retirement System 0.02% Reduce -3.5% 291,189 $3.1M
Point72 Asset Management 0.01% New 290,558 $3.1M
MML Investors Services, LLC 0.01% Add +7.5% 287,012 $3.1M
Quantinno Capital Management LP 0.01% Add +22.3% 285,102 $3.1M
AQR Capital Management 0.00% Add +63.0% 282,484 $3.0M
Mount Lucas Management LP 1.33% Reduce -38.8% 279,900 $3.0M
US Bancorp \de 0.00% Add +17.0% 277,162 $3.0M
LFG Wealth Partners, LLC 1.87% — 273,465 $2.9M
J.W. Cole Advisors, Inc. 0.07% Reduce -4.3% 466,052 $2.9M
Cibc World Markets Corp. 0.01% — 269,807 $2.9M
Franklin Resources Inc. 0.00% Reduce -33.2% 267,811 $2.9M
Manufacturers Life Insurance Company, The 0.00% Add +4.4% 258,231 $2.8M
Summit Financial, LLC 0.04% Reduce -0.8% 252,691 $2.7M
Verition Fund Management LLC 0.02% Reduce -4.0% 252,139 $2.7M
GraniteShares Advisors LLC 1.63% Reduce -25.2% 249,810 $2.7M
Edgestream Partners, L.P. 0.07% New 248,132 $2.7M
Kovack Advisors, Inc. 0.12% Add +6.4% 240,941 $2.6M
Private Advisor Group, LLC 0.01% Add +4.0% 239,640 $2.6M
Simplicity Wealth,LLC 0.15% Add +15.2% 234,902 $2.5M
KLP Kapitalforvaltning As 0.01% Add +7.3% 228,500 $2.5M
RBF Capital, LLC 0.11% No change 230,000 $2.5M
Continuum Advisory, LLC 0.25% Reduce -3.0% 229,764 $2.5M
Ethic Inc. 0.04% Add +46.7% 223,848 $2.4M
Pathstone Holdings, LLC 0.01% Add +0.6% 220,205 $2.4M
Hollencrest Capital Management 0.08% No change 220,800 $2.4M
Ameriprise Financial Inc. 0.00% Add +16.8% 207,327 $2.2M
Illinois Municipal Retirement Fund 0.03% Add +62.2% 198,281 $2.1M
Waterfront Wealth Inc. 0.40% Add +0.3% 177,180 $2.1M
Rockefeller Capital Management L.P. 0.00% Add +2.6% 195,859 $2.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +16.1% 195,221 $2.1M
Wealth Enhancement Advisory Services, LLC 0.00% Add +22.4% 184,368 $2.1M
American Assets Investment Management, LLC 0.14% New 80,000 $2.0M
Caprock Group, LLC 0.04% Add +3.3% 184,600 $2.0M
Guggenheim Capital LLC 0.01% Reduce -1.3% 183,831 $2.0M
U.S. Capital Wealth Advisors, LLC 0.05% Add +2.9% 182,682 $2.0M
Russell Investments Group, Ltd. 0.00% Reduce -11.1% 181,832 $1.9M
Kestra Advisory Services, LLC 0.01% Add +12.4% 180,315 $1.9M
Bluefin Capital Management, LLC 0.54% New 179,200 $1.9M
Cozad Asset Management Inc. 0.15% Add +2.9% 178,680 $1.9M
Steward Partners Investment Advisory, LLC 0.01% Reduce -3.0% 176,913 $1.9M
Weiss Asset Management LP 0.03% New 175,443 $1.9M
Lighthouse Investment Partners, LLC 0.06% New 173,773 $1.9M
Utah Retirement Systems 0.02% Add +1.1% 173,471 $1.9M
Founders Financial Alliance, LLC 0.35% Reduce -0.2% 171,517 $1.8M
Fieldview Capital Management, LLC 0.31% New 170,640 $1.8M
Penserra Capital Management LLC 0.02% Reduce -7.4% 161,524 $1.7M
Fortitude Financial, LLC 1.43% Add +45.0% 157,547 $1.7M
HighTower Advisors, LLC 0.00% Add +5.9% 156,351 $1.7M
Pictet Asset Management Holding SA 0.00% Add +6.6% 155,704 $1.7M
Beacon Pointe Advisors, LLC 0.01% Add +2.8% 155,157 $1.7M
Southland Equity Partners LLC 0.33% Add +627.8% 154,182 $1.7M
SeaCrest Wealth Management, LLC 0.17% Add +15.7% 149,241 $1.7M
Sowell Financial Services LLC 0.06% Add +49.7% 150,135 $1.6M
Astoria Portfolio Advisors LLC. 0.36% Add +16.3% 141,849 $1.6M
Caxton Associates LLP 0.03% New 147,067 $1.6M
HBK Sorce Advisory LLC 0.04% Add +3.2% 137,566 $1.6M
NewEdge Wealth, LLC 0.02% Reduce -0.2% 145,399 $1.6M
Westend Capital Management, LLC 0.43% Reduce -1.3% 141,620 $1.5M
Frank, Rimerman Advisors LLC 0.10% Add +123.4% 141,178 $1.5M
Bramshill Investments, LLC 0.09% Reduce -37.4% 140,398 $1.5M
Corient Private Wealth LP 0.00% Add +275.2% 135,360 $1.5M
Aubrey Capital Management Ltd 0.56% Reduce -2.4% 132,000 $1.4M
Quadrature Capital Ltd 0.01% New 127,630 $1.4M
CANADA LIFE ASSURANCE Co 0.00% Reduce -60.7% 127,214 $1.4M
Simplify Asset Management Inc. 0.02% Add +47.7% 127,037 $1.4M
NEOS Investment Management LLC 0.01% Add +43.3% 124,588 $1.3M
&partners 0.01% Add +26.3% 119,456 $1.3M
Deutsche Bank AG 0.00% Add +5.3% 121,895 $1.3M
Summit Securities Group LLC 0.23% Reduce -13.4% 121,000 $1.3M
Tidal Investments LLC 0.01% Add +77.8% 118,437 $1.3M
Sigma Planning Corp 0.03% Add +0.1% 116,970 $1.3M
Oak Thistle LLC 0.17% Add +58.9% 115,765 $1.2M
Sullivan Wood Capital Management LLC 1.87% Add +47.8% 114,400 $1.2M
Schonfeld Strategic Advisors LLC 0.01% Reduce -94.1% 114,777 $1.2M
Allworth Financial LP 0.01% Reduce -8.3% 113,897 $1.2M
Collar Capital Management, LLC 0.81% Add +1.7% 112,466 $1.2M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -4.7% 111,515 $1.2M
Norden Group LLC 0.12% Add +81.8% 109,967 $1.2M
Cannell & Spears LLC 0.02% No change 109,540 $1.2M
Federation des caisses Desjardins du Quebec 0.00% Add +17.4% 107,865 $1.2M
Stableford Capital II LLC 0.41% Reduce -3.9% 106,992 $1.1M
Polymer Capital Management (US) LLC 0.15% Add +18.5% 106,690 $1.1M
AlphaCore Capital LLC 0.03% Reduce -2.4% 105,152 $1.1M
Independent Advisor Alliance 0.03% Reduce -0.0% 104,465 $1.1M
Wealthspire Advisors, LLC 0.01% Add +0.9% 104,287 $1.1M
Dynamic Advisor Solutions LLC 0.04% Add +298.3% 104,218 $1.1M
Two Sigma Securities, LLC 0.15% Add +767.9% 103,310 $1.1M
Cwm, LLC 0.00% Reduce -23.0% 102,637 $1.1M
Public Employees Retirement Association of Colorado 0.00% No change 100,510 $1.1M
Headlands Technologies LLC 0.09% New 98,480 $1.1M
Innova Wealth Partners 0.52% Add +21.8% 96,608 $1.0M
Sage Mountain Advisors LLC 0.05% Reduce -41.6% 95,176 $1.0M
Guidance Capital, Inc. 0.25% Add +14.8% 85,809 $1.0M
Arkadios Wealth Advisors 0.02% Reduce -22.4% 94,327 $1.0M
Principal Securities, Inc. 0.02% Add +11.4% 93,483 $1.0M
Main Street Financial Solutions, LLC 0.07% Add +8.7% 92,289 $989K
New York Life Investment Management LLC 0.01% Reduce -11.1% 91,950 $986K
Captrust Financial Advisors 0.00% Add +0.3% 91,592 $982K
Fortitude Advisory Group L.L.C. 0.41% Add +30.6% 89,656 $961K
Cannon Global Investment Management, LLC 2.55% New 89,400 $958K
Steadtrust LLC 0.59% No change 88,992 $954K
Cooper Financial Group 0.10% Add +0.9% 87,679 $940K
Diversify Advisory Services, LLC 0.03% Add +5.1% 78,390 $935K
Regal Investment Advisors LLC 0.06% New 86,490 $927K
Catalyst Funds Management Pty Ltd 0.21% No change 85,135 $913K
Mercer Global Advisors Inc. 0.00% Add +136.5% 84,344 $904K
Mariner, LLC 0.00% Reduce -45.1% 84,294 $901K
Spinnaker Investment Group, LLC 0.16% Add +17.0% 83,120 $891K
Quantitative Investment Management, LLC 0.09% New 83,068 $890K
Nicholas Hoffman & Company, LLC. 0.02% Reduce -1.2% 82,195 $881K
Savvy Advisors, Inc. 0.03% Add +0.4% 81,192 $870K
Keybank National Association 0.00% Reduce -14.1% 80,625 $864K
Natixis 0.00% Reduce -16.8% 79,862 $856K
Voya Investment Management LLC 0.00% Reduce -8.3% 79,174 $849K
Icon Advisers Inc. 0.18% Add +45.9% 77,513 $831K
Gotham Asset Management 0.00% No change 76,517 $820K
SCS Capital Management LLC 0.01% Add +3.5% 76,319 $818K
Stratos Wealth Partners, LTD. 0.01% Add +212.4% 76,245 $817K
Sanctuary Advisors, LLC 0.00% Add +46.4% 74,867 $803K
Kestra Private Wealth Services, LLC 0.01% Add +0.5% 73,014 $783K
Clear Harbor Asset Management, LLC 0.05% Reduce -2.7% 72,810 $781K
Howard Financial Services, LTD. 0.09% Add +2.6% 72,721 $780K
Wedmont Private Capital 0.03% Add +2.2% 68,214 $754K
Equitable Holdings, Inc. 0.01% Add +5.6% 70,361 $754K
Wedbush Securities Inc. 0.02% Add +13.3% 69,368 $744K
Integrated Investment Consultants, LLC 0.15% Add +74.7% 69,055 $740K
Samalin Investment Counsel, LLC 0.26% Reduce -3.6% 68,607 $735K
DoubleLine ETF Adviser LP 0.22% Add +6.1% 67,432 $723K
Amundi 0.00% New 67,009 $718K
Bank of Montreal 0.00% Reduce -39.8% 66,334 $711K
Prospera Financial Services Inc 0.01% Reduce -1.7% 65,335 $700K
Bridgefront Capital, LLC 0.18% New 65,232 $699K
Vanguard Personalized Indexing Management, LLC 0.01% Add +29.4% 64,781 $694K
Global Assets Advisory, LLC 0.20% Reduce -1.1% 64,299 $689K
Triton Wealth Management, PLLC 0.26% Add +52.9% 60,331 $686K
Sterling Capital Management LLC 0.01% Reduce -1.3% 63,496 $681K
Intrua Financial, LLC 0.07% Add +3.8% 63,105 $676K
MAI Capital Management 0.00% Reduce -8.4% 62,970 $675K
HighPoint Advisor Group LLC 0.01% Add +97.3% 60,830 $652K
Ensign Peak Advisors, Inc 0.00% Reduce -66.9% 60,298 $646K
Xponance LLC 0.00% Add +4.8% 60,288 $646K
VPR Management LLC 0.29% Reduce -82.5% 60,000 $643K
StoneX Group Inc. 0.03% Reduce -0.0% 59,118 $641K
Integrity Alliance, Llc. 0.02% Add +7.4% 59,252 $635K
Jefferies Financial Group Inc. 0.01% Add +77.3% 58,979 $632K
Triumph Capital Management 0.14% Reduce -3.3% 58,702 $629K
Gateway Investment Advisers LLC 0.01% New 58,385 $626K
Cerity Partners LLC 0.00% Add +73.3% 57,002 $611K
Parisi Gray Wealth Management 0.14% Add +0.0% 56,903 $610K
Amalgamated Bank 0.00% Add +8.7% 56,667 $607K
QRG Capital Management, Inc. 0.01% Add +42.4% 55,846 $599K
Firethorn Wealth Partners, LLC 0.22% Reduce -27.5% 55,784 $598K
Yousif Capital Management, LLC 0.01% Add +7.7% 51,277 $598K
WJ Financial Advisors LLC 0.53% Reduce -22.1% 55,013 $590K
NewEdge Advisors, LLC 0.00% Add +8.1% 54,932 $589K
Abel Hall, LLC 0.14% Add +76.9% 54,828 $588K
Fermata Advisors, LLC 0.14% Reduce -2.8% 54,200 $581K
National Bank of Canada 0.00% Add +1499.1% 53,811 $577K
Annex Advisory Services, LLC 0.01% New 53,385 $572K
Parallax Volatility Advisers, L.P. 0.02% Add +51.3% 52,972 $568K
Maryland State Retirement & Pension System 0.01% No change 51,831 $556K
KG Capital Management 0.14% Add +6.0% 51,334 $550K
Jane Street Group, LLC 0.00% New 50,923 $546K
Prudential Financial Inc. 0.00% Reduce -36.5% 50,813 $545K
Cornerstone Select Advisors, LLC 0.38% Add +9.1% 50,745 $544K
Cane Capital Partners, LLC 0.23% — 50,134 $537K
Harbour Investments, Inc. 0.01% Add +10.1% 49,615 $532K
Brevan Howard Capital Management LP 0.01% Reduce -74.9% 49,356 $531K
Centaurus Financial, Inc. 0.02% Reduce -31.6% 48,033 $515K
Kingswood Wealth Advisors, LLC 0.02% Add +225.2% 48,031 $515K
Significant Wealth Partners LLC 0.57% New 47,737 $512K
Swiss Life Asset Management Ltd 0.00% Add +3.6% 47,609 $510K
Parallel Advisors, LLC 0.01% Add +43.8% 47,034 $504K
Ruffer LLP 0.02% New 46,517 $499K
First Foundation Advisors 0.02% No change 45,946 $493K
IFG Advisory, LLC 0.02% Add +0.6% 45,158 $484K
Brookstone Capital Management 0.01% Add +4.9% 44,342 $475K
Tower Research Capital LLC (TRC) 0.01% Add +170.9% 44,227 $474K
Washington Trust Bank 0.03% No change 41,700 $447K
Krilogy Financial LLC 0.02% Add +0.2% 37,791 $446K
Stephens Inc. 0.01% Reduce -0.3% 41,390 $444K
Larson Financial Group LLC 0.01% Reduce -1.3% 40,191 $431K
Castleview Partners, LLC 0.21% Add +17.4% 40,164 $431K
Orion Porfolio Solutions, LLC 0.00% Add +63.9% 39,906 $428K
Compound Planning, Inc. 0.01% Add +29.1% 39,717 $426K
Prime Capital Investment Advisors, LLC 0.01% Add +26.3% 38,813 $416K
OneDigital Investment Advisors LLC 0.00% Add +36.0% 38,367 $411K
Vantage Financial Partners, LLC 0.08% Reduce -2.2% 38,148 $409K
Oppenheimer & Co. Inc. 0.01% Reduce -0.2% 37,608 $403K
Genesis Wealth Advisors, LLC 0.27% Add +1.1% 37,160 $398K
Legacy Capital Wealth Partners, LLC 0.08% Add +1.6% 36,790 $394K
North Dakota State Investment Board 0.01% — 36,721 $394K
Infrastructure Capital Advisors, LLC 0.06% No change 36,409 $390K
Winebrenner Capital Management LLC 0.26% Reduce -35.6% 36,200 $388K
Regions Financial Corp. 0.00% No change 36,000 $386K
Signature Estate & Investment Advisors LLC 0.01% Add +135.2% 35,113 $376K
Kingstone Capital Partners Texas, LLC 0.22% Add +26.0% 34,691 $372K
LaSalle St. Investment Advisors, LLC 0.06% Add +21.2% 34,748 $372K
Teacher Retirement System of Texas 0.00% Reduce -74.3% 34,325 $368K
Magnus Financial Group LLC 0.03% Reduce -1.8% 33,881 $363K
Baker Avenue Asset Management, LP 0.01% Add +0.4% 33,718 $361K
Praxis Investment Management Inc. 0.02% No change 33,700 $361K
Vident Advisory, LLC 0.00% Add +12.7% 33,283 $357K
D.A. Davidson & Co. 0.00% Reduce -4.7% 33,151 $355K
Howland Capital Management LLC 0.01% No change 32,768 $355K
M&T Bank Corp 0.00% Add +109.6% 33,109 $355K
Wealthcare Advisory Partners LLC 0.01% Reduce -13.0% 32,642 $350K
CIBC Asset Management Inc 0.00% Add +49.4% 32,598 $349K
Sunbelt Securities, Inc. 0.02% Reduce -0.4% 32,538 $349K
Curi Capital, LLC 0.01% Add +2.6% 31,823 $339K
Ameritas Advisory Services, LLC 0.01% Reduce -16.1% 31,521 $338K
KBC Group NV 0.00% No change 31,315 $336K
Truist Financial Corp. 0.00% Add +4.8% 31,307 $336K
HSBC Holdings PLC 0.00% Reduce -15.5% 31,057 $333K
Qube Research & Technologies Ltd 0.00% New 31,033 $333K
Apollon Wealth Management, LLC 0.01% Add +34.5% 30,960 $332K
HB Wealth Management, LLC 0.00% Add +6.1% 30,751 $330K
Advisortrust Partners, LLC 0.14% — 30,633 $328K
Angel Oak Capital Advisors, LLC 0.48% No change 30,500 $327K
Capital Advisors Inc. 0.01% Add +19.0% 30,356 $325K
Nwam LLC 0.02% Reduce -0.9% 27,561 $325K
Signal Advisors Wealth, LLC 0.03% Add +13.2% 30,182 $324K
Avantax Planning Partners, Inc. 0.01% No change 29,955 $321K
Kingsview Wealth Management, LLC 0.00% Reduce -2.4% 29,791 $319K
Joel Isaacson & Co., LLC 0.01% Add +3.4% 29,526 $317K
Principal Financial Group Inc. 0.00% Reduce -23.8% 29,419 $315K
Mutual Advisors, LLC 0.01% Add +0.6% 29,391 $315K
Intech Investment Management LLC 0.00% Reduce -21.2% 29,108 $312K
Armstrong Advisory Group, Inc. 0.02% Add +6.3% 29,013 $311K
Meeder Advisory Services, Inc. 0.01% Add +115.8% 28,780 $309K
Aspen Wealth Strategies, LLC 0.17% Reduce -0.1% 28,720 $308K
Blair William & Co. 0.00% Add +46.9% 28,203 $302K
Fiduciary Alliance LLC 0.02% No change 26,740 $287K
HORAN Wealth, LLC 0.04% Add +7.6% 26,565 $285K
Summit Trail Advisors, LLC 0.00% Add +6.5% 26,229 $284K
Creative Financial Designs Inc. 0.02% Add +45.7% 26,386 $283K
CFO4Life Group, LLC 0.04% No change 26,129 $280K
STRS Ohio 0.00% Add +3.2% 25,655 $275K
J.M. Arbour, LLC 0.27% — 25,493 $273K
Front Row Advisors LLC 0.09% No change 25,000 $271K
Lazari Capital Management, Inc. 0.09% No change 25,105 $269K
Gilman Hill Asset Management, LLC 0.04% No change 24,875 $267K
Cibc World Market Inc. 0.00% Reduce -91.6% 24,717 $265K
Vise Technologies, Inc. 0.01% New 24,676 $265K
Maridea Wealth Management LLC 0.04% Reduce -55.1% 24,125 $259K
Geneos Wealth Management Inc. 0.01% No change 24,004 $257K
AlphaQuest LLC 0.01% Reduce -21.6% 23,946 $257K
Private Wealth Asset Management, LLC 0.03% New 23,639 $253K
AA Financial Advisors, LLC 0.05% No change 23,091 $248K
Nomura Holdings Inc. 0.00% Add +1.2% 23,075 $247K
Shay Capital LLC 0.04% Reduce -92.7% 23,000 $247K
Davidson Trust Co. 0.10% New 22,356 $240K
Ellevest, Inc. 0.03% New 22,131 $237K
Longboard Asset Management, LP 1.48% No change 21,708 $233K
Mgo One Seven LLC 0.00% Add +1.0% 21,680 $232K
O'shaughnessy Asset Management, LLC 0.00% Add +29.6% 21,629 $232K
Compass Financial Group, INC 0.03% No change 21,521 $231K
New Wave Wealth Advisors LLC 0.08% Add +6.8% 21,288 $231K
Signaturefd, LLC 0.00% Add +41.9% 21,300 $228K
Atria Investments, Inc 0.00% Reduce -1.6% 21,230 $228K
180 Wealth Advisors, LLC 0.03% Add +1.3% 21,168 $227K
Frisch Financial Group, Inc. 0.05% New 20,932 $227K
M Holdings Securities, Inc. 0.02% New 20,971 $225K
Paragon Capital Management Ltd 0.05% Add +3.5% 20,880 $224K
IFP Advisors, Inc 0.01% Reduce -7.7% 20,807 $223K
Portside Wealth Group, LLC 0.03% Add +3.9% 20,608 $221K
Global Retirement Partners, LLC 0.00% Reduce -41.5% 20,594 $221K
JBR Co Financial Management Inc 0.09% Add +34.4% 20,502 $220K
Register Financial Advisors LLC 0.09% No change 20,500 $220K
Foundations Investment Advisors, LLC 0.00% Reduce -28.0% 20,379 $218K
AE Wealth Management LLC 0.00% Add +18.6% 20,355 $218K
BLB&B Advisors, LLC 0.01% Add +37.1% 20,305 $218K
IHT Wealth Management, LLC 0.01% Reduce -10.6% 20,218 $217K
Waverly Advisors, LLC 0.00% Add +9.0% 20,189 $216K
Insight Advisors, LLC/ PA 0.03% No change 20,164 $216K
Redwood Investment Management, LLC 0.02% New 20,189 $216K
Sherbrooke Park Advisers LLC 0.56% Reduce -65.3% 20,104 $216K
Boothbay Fund Management, LLC 0.01% Reduce -93.2% 20,086 $215K
PVG Asset Management Corp. 0.46% New 20,036 $215K
Leonteq Securities AG 0.01% No change 20,000 $214K
Weaver Consulting Group 0.05% Add +0.8% 19,837 $213K
Benjamin Edwards Inc. 0.00% Reduce -11.6% 19,746 $212K
Visionary Wealth Advisors 0.01% Add +38.2% 19,663 $211K
VestGen Investment Management 0.12% New 19,624 $210K
Choreo, LLC 0.00% Reduce -7.0% 19,340 $209K
Fidelis Capital Partners, LLC 0.02% No change 19,475 $209K
World Investment Advisors 0.00% New 19,464 $209K
Sequoia Financial Advisors, LLC 0.00% Add +29.2% 19,423 $208K
Jones Financial Companies LLLP 0.00% Add +153.3% 19,343 $207K
WealthTrust Axiom LLC 0.05% Reduce -9.4% 19,200 $206K
AlphaStar Capital Management, LLC 0.01% Add +9.3% 19,022 $204K
Winch Advisory Services, LLC 0.04% Add +3.5% 18,988 $204K
Aptus Capital Advisors, LLC 0.00% Add +0.4% 18,866 $202K
Virtus Advisers, LLC 0.10% Add +46.8% 18,786 $201K
Motiv8 Investments LLC 0.11% Add +6.0% 18,621 $200K
Key Client Fiduciary Advisors, LLC 0.07% Add +26.0% 18,434 $198K
Jump Financial, LLC 0.00% New 18,403 $197K
DNB Asset Management AS 0.00% No change 18,342 $197K
Keystone Financial Group 0.01% Add +70.0% 18,270 $196K
Cary Street Partners Financial LLC 0.00% Reduce -0.1% 18,169 $195K
Collaborative Wealth Managment Inc. 0.07% No change 18,090 $194K
Lifestyle Asset Management, Inc. 0.06% No change 18,066 $194K
SMART Wealth LLC 0.06% New 17,962 $193K
Bayesian Capital Management, LP 0.44% New 17,800 $191K
Wellington Management Group LLP 0.00% Reduce -85.4% 17,749 $190K
MetLife Investment Management, LLC 0.00% Add +1.1% 17,531 $188K
Solstein Capital, LLC 0.08% Reduce -5.5% 17,493 $188K
Vanguard Capital Wealth Advisors 0.15% Reduce -5.6% 17,000 $182K
Navis Wealth Advisors, LLC 0.08% No change 17,000 $182K
CIBC Private Wealth Group LLC 0.00% Add +5.1% 16,997 $182K
Composition Wealth, LLC 0.00% Reduce -5.0% 16,865 $181K
CreativeOne Wealth, LLC 0.00% Reduce -14.7% 16,823 $180K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +44.8% 16,663 $179K
Eight 31 Financial, LLC 0.10% Add +3.5% 16,676 $179K
Value Investment Professionals, LLC 0.19% — 16,541 $177K
Private Trust Co. NA 0.02% Reduce -6.8% 16,469 $177K
O'ROURKE & COMPANY, Inc 0.07% Add +2.1% 16,335 $175K
Mission Wealth Management, LP 0.00% No change 16,146 $173K
Guardian Wealth Advisors, LLC / NC 0.01% No change 16,101 $173K
One Charles Private Wealth Services, LLC 0.04% Add +0.7% 16,002 $172K
TD Private Client Wealth LLC 0.00% Reduce -1.7% 15,712 $168K
Acorn Wealth Advisors, LLC 0.05% Add +13.6% 15,435 $165K
Nicolet Advisory Services, LLC 0.01% No change 14,348 $163K
Traynor Capital Management, Inc. 0.01% Reduce -10.6% 15,215 $163K
Farther Finance Advisors, LLC 0.00% Add +13.1% 15,138 $162K
CTC Alternative Strategies, Ltd. 0.30% New 15,000 $161K
Rogco, LP 0.05% No change 15,000 $161K
Lanark Financial, Inc. 0.01% Reduce -13.4% 14,766 $158K
Park Avenue Securities LLC 0.00% Add +3.8% 14,743 $158K
PNC Financial Services Group, Inc. 0.00% Reduce -6.0% 14,197 $152K
Diligent Investors, LLC 0.04% Reduce -9.3% 14,132 $152K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Add +18.5% 14,113 $151K
Fisher Asset Management 0.00% Add +36.5% 14,060 $151K
AlphaGrep UK Ltd 0.05% — 14,052 $151K
Aegis Wealth Management, Inc. 0.12% — 13,860 $149K
United Capital Financial Advisors, LLC 0.00% New 13,828 $148K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.03% No change 13,804 $148K
EverSource Wealth Advisors, LLC 0.01% Reduce -0.8% 13,697 $147K
Fortis Group Advisors, LLC 0.02% Add +14941.2% 12,785 $146K
Level Four Advisory Services, LLC 0.00% Reduce -1.4% 13,524 $145K
Oarsman Capital, Inc. 0.02% Reduce -6.2% 13,498 $145K
Parkside Financial Bank & Trust 0.01% Add +33.6% 13,497 $145K
Miramontes Capital, LLC 0.05% — 13,283 $142K
Perigon Wealth Management, LLC 0.00% Add +12.1% 13,163 $141K
Danske Bank A/S 0.00% Add +17.0% 13,100 $140K
Hilton Capital Management, LLC 0.01% No change 13,000 $139K
Laird Norton Wetherby Trust Company, LLC 0.00% New 12,754 $138K
BCO Wealth Management LLC 0.08% Reduce -14.0% 12,873 $138K
Hilltop Holdings Inc. 0.01% Reduce -9.8% 12,843 $138K
WMG Financial Advisors, LLC 0.06% Add +3.5% 12,751 $137K
Enterprise Financial Services Corp 0.07% New 12,721 $136K
Garden State Investment Advisory Services LLC 0.03% Add +9.5% 12,694 $136K
Baron Wealth Management LLC 0.04% New 12,602 $135K
Planning Directions Inc. 0.07% Add +1.8% 12,469 $134K
Valley Brook Capital Group, Inc. 0.09% No change 12,425 $133K
DGS Capital Management, LLC 0.02% New 12,059 $129K
WealthPLAN Partners, LLC 0.02% Reduce -3.7% 12,026 $129K
Pavaki Capital Management LLC 0.09% — 12,000 $129K
BTC Capital Management, Inc. 0.01% No change 12,000 $129K
Prevail Innovative Wealth Advisors, LLC 0.02% Reduce -95.9% 11,877 $127K
CWC Advisors, LLC. 0.06% No change 11,750 $126K
Bright Futures Wealth Management, LLC. 0.09% Add +3.6% 11,725 $126K
Jaffetilchin Investment Partners, LLC 0.01% Reduce -61.4% 11,615 $125K
one8zero8, LLC 0.03% No change 11,500 $123K
Baader Bank Aktiengesellschaft 0.01% New 18,638 $123K
Snowden Capital Advisors LLC 0.00% Add +11.9% 11,220 $122K
Avory & Company, LLC 0.08% Add +3.5% 11,315 $121K
Liberty Capital Management, Inc. 0.02% No change 11,300 $121K
Anfield Capital Management, LLC 0.04% No change 11,142 $119K
First Trust Advisors LP 0.00% Reduce -93.5% 11,088 $119K
Matauro, LLC 0.02% New 11,069 $119K
Inspire Advisors, LLC 0.01% Add +0.7% 11,041 $118K
Cyndeo Wealth Partners, LLC 0.01% New 10,992 $118K
Clarkston Capital Partners, LLC 0.00% New 10,975 $118K
Icon Wealth Advisors, LLC 0.01% New 10,968 $118K
Ranch Capital Advisors Inc. 0.04% New 10,963 $118K
EP Wealth Advisors, LLC 0.00% — 10,939 $117K
Permanent Capital Management, LP 0.02% No change 10,800 $117K
Covestor Ltd 0.06% Reduce -13.4% 10,782 $116K
Optas, LLC 0.02% New 10,767 $115K
B. Riley Wealth Advisors, Inc. 0.01% Add +0.2% 10,730 $115K
Allianz Asset Management GmbH 0.00% New 10,661 $114K
Quarry LP 0.02% Add +103.5% 10,594 $114K
WealthPlan Investment Management, LLC 0.01% No change 10,583 $113K
Cora Capital Advisors LLC 0.04% No change 10,575 $113K
Sage Capital Management, LLC 0.05% No change 10,500 $113K
Lido Advisors, LLC 0.00% Add +10.3% 11,152 $112K
Proffitt & Goodson Inc. 0.02% Reduce -7.6% 10,376 $111K
Almanack Investment Partners, LLC. 0.02% Add +3.5% 10,357 $111K
Capital Square, LLC 0.06% New 10,302 $110K
Rosenblum Silverman Sutton S F Inc. 0.03% New 10,200 $109K
Essex LLC 0.02% No change 10,200 $109K
Optivise Advisory Services LLC 0.06% Add +0.2% 10,161 $109K
MN Wealth Advisors, LLC 0.05% New 10,108 $108K
Empowered Funds, LLC 0.00% New 10,097 $108K
Daymark Wealth Partners, LLC 0.00% No change 10,085 $108K
Eurizon Capital SGR S.p.A. 0.00% — 9,992 $108K
Empower Advisory Group, LLC 0.00% New 10,008 $107K
Independent Solutions Wealth Management, LLC 0.02% No change 10,000 $107K
SLT Holdings LLC 0.07% Reduce -50.0% 10,000 $107K
Quarry Hill Advisors, LLC 0.05% No change 10,000 $107K
Huntington National Bank 0.00% Add +115.9% 8,965 $96K
Hantz Financial Services, Inc. 0.00% Add +3.5% 8,955 $96K
CoreCap Advisors, LLC 0.00% Reduce -7.7% 8,340 $89K
GAMMA Investing LLC 0.00% Add +58.0% 8,280 $89K
Transamerica Financial Advisors, LLC 0.01% Add +49.3% 8,118 $88K
Nomura Asset Management Co. Ltd. 0.00% No change 8,100 $87K
Hazlett, Burt & Watson, Inc. 0.03% No change 8,000 $86K
First Community Trust NA 0.06% No change 7,300 $78K
Bruce G. Allen Investments, LLC 0.05% Add +9.8% 7,202 $77K
WealthCollab, LLC 0.03% Add +106.8% 6,990 $75K
SageView Advisory Group, LLC 0.00% New 6,799 $73K
Smartleaf Asset Management LLC 0.00% Add +159.3% 6,416 $69K
MeadowBrook Investment Advisors LLC 0.06% Add +8.4% 2,645 $65K
Ameritas Investment Partners, Inc. 0.00% No change 6,000 $64K
VSM Wealth Advisory, LLC 0.02% Add +6.5% 5,724 $61K
Capital Analysts, LLC 0.00% No change 5,506 $59K
LRI Investments, LLC 0.00% No change 5,496 $59K
NFSG Corp 0.01% No change 5,250 $56K
Bullseye Investment Management, LLC 0.03% Reduce -81.2% 5,150 $55K
UMB Bank, n.a. 0.00% Add +2603.2% 5,028 $54K
Wealth Preservation Advisors, LLC 0.03% No change 5,000 $54K
Fourth Dimension Wealth, LLC 0.02% No change 5,000 $54K
Flagship Wealth Advisors, LLC 0.02% New 5,000 $54K
N.E.W. Advisory Services LLC 0.00% Add +100.0% 5,000 $54K
Federated Hermes, Inc. 0.00% Reduce -96.6% 4,715 $51K
Nova Wealth Management, Inc. 0.03% No change 4,671 $50K
Pinnacle Wealth Planning Services, Inc. 0.01% New 4,645 $50K
Cape Investment Advisory, Inc. 0.01% New 4,218 $45K
Los Angeles Capital Management LLC 0.00% New 4,335 $43K
Montag A & Associates Inc. 0.00% Reduce -65.7% 3,744 $41K
Bogart Wealth, LLC 0.00% Add +1.4% 3,753 $40K
Archer Investment Corp 0.01% Add +1191.7% 3,720 $40K
Glenmede Trust Co. NA 0.00% — 3,267 $35K
MassMutual Private Wealth & Trust, FSB 0.00% Add +110.7% 3,251 $35K
Spire Wealth Management 0.00% Reduce -3.1% 3,172 $34K
Ascentis Wealth Management, LLC 0.01% No change 3,127 $34K
Flagship Harbor Advisors, LLC 0.00% New 3,073 $33K
Sound Income Strategies, LLC 0.00% Add +61.1% 2,762 $33K
TCTC Holdings, LLC 0.00% No change 2,712 $29K
SWAN Capital LLC 0.01% No change 2,500 $27K
GoalVest Advisory LLC 0.01% New 2,451 $26K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 2,392 $26K
Transce3nd, LLC 0.21% Reduce -2.5% 2,108 $26K
Gen-Wealth Partners Inc 0.01% No change 2,355 $25K
Garton & Associates Financial Advisors LLC 0.01% — 2,200 $24K
Hilton Head Capital Partners, LLC 0.01% — 2,100 $23K
Assetmark, Inc. 0.00% Add +101.2% 2,090 $22K
Activest Wealth Management 0.00% Add +1.7% 2,017 $22K
Innovative Advisory Group, LLC 0.01% No change 2,000 $21K
Ancora Advisors LLC 0.00% New 1,928 $21K
Graney & King, LLC 0.01% Add +136.9% 1,862 $20K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -37.0% 1,758 $19K
Mark Sheptoff Financial Planning, LLC 0.01% No change 1,730 $19K
Financial Connections Group, Inc. 0.01% Add +3.6% 1,764 $18K
Robinswood Financial LLC 0.01% Add +99.0% 1,568 $17K
Aventura Private Wealth, LLC 0.01% No change 1,500 $16K
Litman Gregory Wealth Management LLC 0.00% New 1,500 $16K
Aster Capital Management (DIFC) Ltd 0.01% New 1,405 $15K
Trust Co. of Vermont 0.00% No change 1,329 $14K
KERR FINANCIAL PLANNING Corp 0.02% Add +2.2% 1,245 $14K
Broadwater Capital Management LLC 0.01% No change 1,320 $14K
Zions Bancorporation, National Association 0.00% New 1,254 $13K
Vision Retirement, LLC 0.00% — 1,227 $13K
McIlrath & Eck, LLC 0.00% No change 1,226 $13K
Cedar Wealth Management, LLC 0.00% New 1,220 $13K
Crewe Advisors LLC 0.00% No change 1,205 $13K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 1,200 $13K
AdvisorNet Financial, Inc 0.00% Add +17.6% 1,198 $13K
Darwin Wealth Management, LLC 0.00% Add +3.5% 1,195 $13K
Salomon & Ludwin, LLC 0.00% No change 1,155 $13K
Rossby Financial, LCC 0.00% Reduce -82.3% 1,144 $12K
Caitlin John, LLC 0.01% Reduce -1.0% 1,109 $12K
Financial Network Wealth Advisors LLC 0.01% No change 1,106 $12K
Eastern Bank 0.00% No change 1,000 $11K
Basepoint Wealth LLC 0.01% New 976 $10K
Rothschild Investment LLC 0.00% Add +1425.0% 915 $10K
Cullen/Frost Bankers, Inc. 0.00% No change 800 $9K
Clearstead Advisors, LLC 0.00% Add +55.6% 792 $8K
Bell Investment Advisors, Inc 0.00% Add +15.3% 775 $8K
Roble, Belko & Company, Inc 0.00% Add +414.2% 761 $8K
Centiva Capital, LP 0.00% New 700 $8K
Versant Capital Management, Inc 0.00% Add +31.0% 672 $7K
Avion Wealth 0.00% Add +3.2% 706 $7K
Country Trust Bank 0.00% Reduce -44.3% 629 $7K
Wolff Wiese Magana LLC 0.00% No change 600 $6K
Harbor Investment Advisory, LLC 0.00% Add +0.2% 546 $6K
Godsey & Gibb, Inc. 0.00% No change 540 $6K
Lloyd Advisory Services, LLC. 0.00% New 512 $5K
High Point Wealth Management, LLC 0.01% — 500 $5K
Atlantic Union Bankshares Corp 0.00% Reduce -83.1% 500 $5K
GPS Wealth Strategies Group, LLC 0.00% Reduce -90.3% 496 $5K
Brown Brothers Harriman & Co. 0.00% No change 469 $5K
Camelot Portfolios, LLC 0.00% New 464 $5K
Aspect Partners, LLC 0.00% No change 331 $4K
Strategic Investment Solutions, Inc. 0.00% New 325 $3K
Essential Partners LLC 0.00% Add +818.2% 303 $3K
Blue Trust, Inc. 0.00% Reduce -45.5% 300 $3K
Pin Oak Investment Advisors Inc. 0.00% Add +66.7% 250 $3K
Marquette Asset Management, LLC 0.00% New 271 $3K
GHP Investment Advisors, Inc. 0.00% No change 241 $3K
Bullock Wealth Management Group 0.00% — 240 $3K
Sachetta, LLC 0.00% No change 233 $2K
Cornerstone Financial Management LLC 0.00% — 231 $2K
Fortitude Family Office, LLC 0.00% No change 229 $2K
Retirement Wealth Solutions LLC 0.00% Add +71.8% 225 $2K
Cary Street Partners Investment Advisory LLC 0.00% No change 224 $2K
Quent Capital, LLC 0.00% Add +1200.0% 221 $2K
Glen Eagle Advisors, LLC 0.00% No change 200 $2K
McGuire Capital Advisors Inc. 0.00% — 193 $2K
Caitong International Asset Management Co., Ltd 0.00% Add +53.7% 189 $2K
Tsfg, LLC 0.00% Add +3.3% 220 $2K
Bessemer Group Inc. 0.00% No change 210 $2K
Quadrant Capital Group LLC 0.00% No change 176 $2K
Arax Advisory Partners 0.00% Reduce -93.8% 166 $2K
Cornerstone Planning Group LLC 0.00% Reduce -59.9% 143 $2K
Turning Point Benefit Group, Inc. 0.00% New 148 $2K
Cromwell Holdings LLC 0.00% No change 146 $2K
Clearstead Trust, LLC 0.00% No change 145 $2K
TD Waterhouse Canada Inc. 0.00% No change 142 $2K
Mountain Hill Investment Partners Corp. 0.00% Add +3.3% 124 $1K
Quest 10 Wealth Builders, Inc. 0.00% Reduce -3.1% 123 $1K
American Capital Advisory, LLC 0.00% Add +11.3% 118 $1K
Johnson Financial Group, Inc. 0.00% Reduce -98.2% 115 $1K
Key Capital Management, INC 0.00% — 109 $1K
Keating Financial Advisory Services, Inc. 0.00% — 102 $1K
Capital Advisors, Ltd. LLC 0.00% No change 98 $1K
Key Financial Inc 0.00% Reduce -44.7% 89 $954
Acumen Wealth Advisors, LLC 0.00% — 76 $824
Abound Financial, LLC 0.00% New 74 $793
Root Financial Partners, LLC 0.00% Reduce -5.6% 67 $718
Principia Wealth Advisory, LLC 0.00% Add +361.5% 60 $643
Ameriflex Group, Inc. 0.00% Reduce -50.0% 60 $643
True Wealth Design, LLC 0.00% No change 57 $612
Bayban 0.00% — 50 $536
Vermillion & White Wealth Management Group, LLC 0.00% New 49 $531
Raffa Wealth Management, LLC 0.00% No change 47 $504
Torren Management, LLC 0.00% — 44 $467
Legacy Wealth Managment, LLC 0.00% Add +3.3% 31 $330
Stone House Investment Management, LLC 0.00% New 28 $300
Harbor Asset Planning, Inc. 0.00% No change 28 $297
Pension & Wealth Management Advisors, Inc. 0.00% Reduce -98.5% 25 $268
Dunhill Financial, LLC 0.00% New 21 $228
MV Capital Management, Inc. 0.00% Add +40.0% 21 $226
Optima Capital LLC 0.00% New 14 $152
Quaker Wealth Management, LLC 0.00% New 14 $151
DecisionPoint Financial, LLC 0.00% No change 14 $151
Decker Retirement Planning Inc. 0.00% Reduce -98.4% 5 $54
Center for Financial Planning, Inc. 0.00% No change 3 $33
Wealth Watch Advisors, INC 0.00% No change 1 $11

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