AGNC InvestmentAGNC

13F holders, Q1 2026 (March 31)
680holders +32
104new positions
73sold out
7famous investors
$10.04avg. 13F price*

At the end of Q1 2026, 680 institutions reported holding AGNC Investment Corp. (AGNC) in their 13F filings, up 32 from Q4 2025. 104 opened new positions and 73 sold out. The largest holders were BlackRock, Inc. ($606.0M), Vanguard Capital Management LLC ($495.5M) and Vanguard Portfolio Management LLC ($450.4M). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management'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

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

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions104$65.9M
Exits73$28.4M

All 13F filers, Q4 2025 → Q1 2026: 56,891,317 shares bought and 38,675,346 shares sold, net +18,215,971 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 680 holders

BlackRock, Inc. 0.01% Reduce -1.1% 60,420,012 $606.0M
Vanguard Capital Management LLC 0.01% — 49,402,041 $495.5M
Vanguard Portfolio Management LLC 0.02% — 44,901,292 $450.4M
UBS Group AG 0.04% Add +139.2% 23,093,117 $231.6M
Geode Capital Management, LLC 0.01% Reduce -28.2% 20,892,908 $209.6M
State Street Corp. 0.01% Add +4.5% 19,069,168 $193.5M
Equity Investment Corp. 1.90% Add +1.8% 9,694,264 $97.2M
Bank of America Corp. 0.01% Reduce -20.2% 8,658,310 $86.8M
Qube Research & Technologies Ltd 0.11% Add +24987.9% 7,785,530 $78.1M
Charles Schwab Investment Management Inc. 0.01% Add +8.8% 7,715,742 $77.4M
Victory Capital Management Inc. 0.05% Add +5.0% 7,470,390 $74.9M
Morgan Stanley 0.00% Reduce -2.9% 7,271,796 $72.9M
Northern Trust Corp. 0.01% Add +6.7% 7,074,785 $71.0M
Vanguard Fiduciary Trust Co. 0.02% — 6,867,761 $68.9M
LPL Financial LLC 0.02% Add +136.3% 5,752,000 $57.7M
Millennium Management 0.04% Add +507.6% 5,004,650 $50.2M
Van Eck Associates Corp. 0.03% Add +6.1% 4,427,390 $44.4M
Susquehanna International Group, LLP 0.06% Add +16.5% 4,264,257 $42.8M
Davidson Investment Advisors 1.74% Reduce -6.4% 4,023,889 $40.4M
Bank of New York Mellon Corp 0.01% Add +3.5% 3,558,166 $35.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +4.8% 3,245,438 $32.6M
Nuveen, LLC 0.01% Add +0.8% 3,201,102 $32.1M
Advisors Capital Management, LLC 0.37% Add +81.7% 3,101,086 $31.1M
Focus Partners Wealth 0.03% Add +136.9% 2,976,473 $29.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Add +15.8% 2,795,448 $28.0M
Wells Fargo & Company 0.01% Add +18.3% 2,685,136 $26.9M
Tudor Investment Corporation 0.14% Reduce -34.0% 2,607,604 $26.2M
Citadel Advisors 0.02% Add +84.4% 2,566,085 $25.7M
Raymond James Financial Inc. 0.01% Reduce -30.7% 2,500,074 $25.1M
Invesco Ltd. 0.00% Reduce -12.6% 2,256,002 $22.6M
JPMorgan Chase & Co. 0.00% Add +23.7% 2,269,209 $22.3M
Goldman Sachs Group Inc. 0.00% Add +124.9% 2,129,934 $21.4M
Swiss National Bank 0.01% Add +3.4% 2,123,100 $21.3M
Envestnet Asset Management Inc. 0.01% Add +5.4% 2,063,027 $20.7M
FMR LLC 0.00% Reduce -25.4% 2,036,685 $20.4M
Connor, Clark & Lunn Investment Management Ltd. 0.05% Add +91.2% 1,987,396 $19.9M
Renaissance Technologies 0.03% Reduce -73.1% 1,844,929 $18.5M
Royal Bank of Canada 0.00% Reduce -6.7% 1,682,178 $16.9M
California Public Employees Retirement System 0.01% Add +3.4% 1,535,758 $15.4M
First Trust Advisors LP 0.01% Add +13508.5% 1,508,916 $15.1M
Stifel Financial Corp. 0.01% Reduce -11.7% 1,436,662 $14.4M
D. E. Shaw & Co. 0.01% Add +157.4% 1,430,246 $14.3M
Osaic Holdings, Inc. 0.02% Reduce -8.1% 1,430,015 $14.3M
Dupree Financial Group, LLC 5.63% Reduce -5.2% 1,393,804 $14.0M
Storebrand Asset Management As 0.04% No change 1,256,581 $12.6M
California State Teachers Retirement System 0.01% Add +21.8% 1,209,012 $12.1M
Cetera Investment Advisers 0.01% Add +24.1% 1,157,316 $11.6M
Advisors Asset Management, Inc. 0.19% Reduce -3.7% 1,111,158 $11.1M
Legal & General Group Plc 0.00% Reduce -9.5% 1,010,509 $10.1M
VANGUARD ASSET MANAGEMENT, Ltd 0.01% — 965,588 $9.7M
T. Rowe Price Associates Inc. 0.00% Add +17.4% 961,462 $9.6M
Commonwealth Equity Services, LLC 0.01% Add +4.7% 960,430 $9.6M
FWL Investment Management, LLC 2.03% Reduce -26.4% 922,577 $9.3M
Y-Intercept (Hong Kong) Ltd 0.18% Add +17.3% 922,484 $9.3M
Rhumbline Advisers 0.01% Reduce -0.4% 908,758 $9.1M
TCW Group Inc. 0.07% No change 861,041 $8.6M
Neuberger Berman Group LLC 0.01% Reduce -0.1% 848,508 $8.5M
SG Americas Securities, LLC 0.01% Reduce -74.8% 783,680 $7.9M
Dark Forest Capital Management LP 0.63% Reduce -3.1% 702,095 $7.0M
Citigroup Inc. 0.00% Reduce -53.0% 695,137 $7.0M
Independent Financial Group, LLC 0.16% Reduce -22.4% 692,433 $6.9M
Marshall Wace, LLP 0.01% New 670,951 $6.7M
XTX Topco Ltd 0.11% Add +51.8% 631,626 $6.3M
King Street Capital Management, L.P. 1.88% Reduce -81.1% 615,000 $6.2M
Beck Capital Management, LLC 1.39% Add +1.6% 606,866 $6.1M
Icon Advisers Inc. 1.43% Add +679.4% 604,131 $6.1M
Schonfeld Strategic Advisors LLC 0.05% Add +425.1% 602,671 $6.0M
Evergreen Capital Management LLC 0.13% Reduce -2.5% 580,255 $5.9M
Thompson Siegel & Walmsley LLC 0.10% Reduce -1.0% 584,623 $5.9M
Clearbridge Investments, LLC 0.01% New 582,075 $5.8M
KBC Group NV 0.01% Add +1734.5% 574,465 $5.8M
QRG Capital Management, Inc. 0.06% Add +921.8% 570,650 $5.7M
State Board of Administration of Florida Retirement System 0.01% No change 569,865 $5.7M
New York State Common Retirement Fund 0.01% Add +5.2% 555,589 $5.6M
Alliancebernstein L.P. 0.00% Add +8.3% 512,918 $5.5M
International Assets Investment Management, LLC 0.38% Add +10.9% 539,565 $5.4M
State of Wisconsin Investment Board 0.01% Add +0.6% 536,813 $5.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -0.5% 497,022 $5.0M
Janus Henderson Group PLC 0.00% Add +4.7% 486,442 $4.9M
Police & Firemen's Retirement System of New Jersey 0.04% Add +3.5% 479,387 $4.8M
Treasurer of the State of North Carolina 0.01% Add +5.5% 473,416 $4.7M
Sei Investments Co. 0.00% Add +12.1% 472,417 $4.7M
Jain Global LLC 0.06% Reduce -40.5% 471,933 $4.7M
J.W. Cole Advisors, Inc. 0.16% Reduce -0.1% 465,812 $4.7M
Barclays PLC 0.00% Add +31.0% 465,448 $4.7M
Vanguard Global Advisers, LLC 0.00% — 443,327 $4.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +20.1% 431,681 $4.3M
Baird Financial Group, Inc. 0.01% New 430,725 $4.3M
Thrivent Financial for Lutherans 0.01% Reduce -27.9% 414,076 $4.2M
Creative Planning 0.00% Add +7.5% 412,920 $4.1M
Rockefeller Capital Management L.P. 0.01% Add +104.0% 399,578 $4.0M
HUB Investment Partners, LLC 0.10% Reduce -20.0% 393,057 $3.9M
Edgestream Partners, L.P. 0.13% Add +58.3% 392,817 $3.9M
Allspring Global Investments Holdings, LLC 0.01% Reduce -90.1% 377,160 $3.8M
Slagle Financial, LLC 1.21% Add +5.0% 365,966 $3.7M
PFG Investments, LLC 0.17% Add +10.2% 364,625 $3.7M
Penn Mutual Asset Management 28.68% No change 360,000 $3.6M
Quantinno Capital Management LP 0.01% Add +26.0% 359,328 $3.6M
Handelsbanken Fonder AB 0.01% No change 352,400 $3.5M
AQR Capital Management 0.00% Add +20.1% 339,391 $3.4M
MML Investors Services, LLC 0.01% Add +15.6% 331,674 $3.3M
Public Employees Retirement System of Ohio 0.01% Reduce -0.1% 321,871 $3.2M
Transcend Capital Advisors, LLC 0.26% Reduce -13.6% 316,844 $3.2M
Osbon Capital Management LLC 2.59% New 316,178 $3.2M
Parallax Volatility Advisers, L.P. 0.17% Add +441.6% 286,878 $3.1M
State of New Jersey Common Pension Fund D 0.01% No change 310,975 $3.1M
Natixis 0.01% Add +282.7% 305,610 $3.1M
BNP Paribas Financial Markets 0.00% Reduce -40.3% 304,215 $3.1M
Waterloo Capital, L.P. 0.21% Add +0.7% 301,937 $3.0M
Kestra Advisory Services, LLC 0.01% Add +66.2% 299,678 $3.0M
LFG Wealth Partners, LLC 1.81% Add +9.4% 299,242 $3.0M
Arizona State Retirement System 0.02% Add +1.2% 294,653 $3.0M
Franklin Resources Inc. 0.00% Add +9.8% 294,199 $3.0M
Manufacturers Life Insurance Company, The 0.00% Add +12.7% 290,991 $2.9M
Lighthouse Investment Partners, LLC 0.11% Add +65.3% 287,246 $2.9M
Vanguard Investments Australia, Ltd. 0.01% — 272,338 $2.7M
Illinois Municipal Retirement Fund 0.03% Add +36.5% 270,597 $2.7M
Ethic Inc. 0.04% Add +20.5% 269,728 $2.7M
Nisa Investment Advisors, LLC 0.01% Reduce -13.1% 263,970 $2.7M
Group One Trading LLC 0.09% Reduce -14.8% 264,232 $2.7M
CIBC Bancorp USA Inc. 0.00% — 260,399 $2.6M
Advisory Services Network, LLC 0.03% Reduce -41.4% 257,758 $2.6M
Mercer Global Advisors Inc. 0.00% Add +200.5% 253,471 $2.5M
ExodusPoint Capital Management, LP 0.02% New 247,619 $2.5M
Pathstone Holdings, LLC 0.01% Add +10.5% 243,260 $2.5M
Kovack Advisors, Inc. 0.13% Reduce -0.2% 240,479 $2.4M
KLP Kapitalforvaltning As 0.01% Add +3.3% 236,100 $2.4M
U.S. Capital Wealth Advisors, LLC 0.06% Add +30.5% 238,396 $2.4M
Private Advisor Group, LLC 0.01% Reduce -1.2% 236,704 $2.4M
US Bancorp \de 0.00% Reduce -15.2% 234,992 $2.4M
Engineers Gate Manager LP 0.03% New 233,531 $2.3M
Farringdon Capital, Ltd. 0.51% New 230,481 $2.3M
RBF Capital, LLC 0.11% No change 230,000 $2.3M
HBK Investments L P 0.03% New 229,829 $2.3M
Jump Financial, LLC 0.04% Add +1147.3% 229,542 $2.3M
FORA Capital, LLC 0.17% New 225,041 $2.3M
GraniteShares Advisors LLC 1.62% Reduce -10.3% 224,160 $2.2M
Simplicity Wealth,LLC 0.13% Reduce -4.7% 223,823 $2.2M
SummitTX Capital, L.P. 0.07% Reduce -33.2% 223,801 $2.2M
Pekin Hardy Strauss, Inc. 0.23% Reduce -68.0% 222,538 $2.2M
Hollencrest Capital Management 0.08% No change 220,800 $2.2M
Artemis Investment Management LLP 0.02% New 220,170 $2.2M
Ameriprise Financial Inc. 0.00% Add +5.2% 218,075 $2.2M
Russell Investments Group, Ltd. 0.00% Add +19.3% 216,862 $2.2M
Balefire, LLC 0.41% Reduce -39.6% 216,468 $2.2M
Hudson Bay Capital Management LP 0.01% New 214,285 $2.1M
Caption Management, LLC 0.11% New 213,700 $2.1M
Sowell Financial Services LLC 0.08% Add +38.5% 207,894 $2.1M
Graham Capital Management, L.P. 0.09% Reduce -52.0% 201,730 $2.0M
American Assets Investment Management, LLC 0.14% No change 80,000 $2.0M
Amundi 0.00% Add +194.9% 197,626 $2.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% No change 195,221 $2.0M
Estate Counselors, LLC 0.17% New 195,095 $2.0M
Bramshill Investments, LLC 0.17% Add +38.4% 194,283 $1.9M
Summit Financial, LLC 0.02% Reduce -25.4% 188,582 $1.9M
Caprock Group, LLC 0.05% Add +1.2% 186,893 $1.9M
Fieldview Capital Management, LLC 0.55% Add +10.0% 187,686 $1.9M
Steward Partners Investment Advisory, LLC 0.01% Add +5.4% 186,501 $1.9M
Utah Retirement Systems 0.02% Add +3.6% 179,781 $1.8M
Cozad Asset Management Inc. 0.14% Reduce -1.9% 175,365 $1.8M
Astoria Portfolio Advisors LLC. 0.37% Add +9.7% 155,571 $1.7M
Pictet Asset Management Holding SA 0.00% Add +10.6% 172,149 $1.7M
Brevan Howard Capital Management LP 0.02% Add +247.6% 171,570 $1.7M
NEOS Investment Management LLC 0.01% Add +37.1% 170,758 $1.7M
Continuum Advisory, LLC 0.16% Reduce -26.3% 169,255 $1.7M
Beacon Pointe Advisors, LLC 0.01% Add +8.2% 167,854 $1.7M
PEAK6 LLC 0.05% New 167,450 $1.7M
Corient Private Wealth LP 0.00% Add +23.8% 167,615 $1.7M
Penserra Capital Management LLC 0.02% Add +2.8% 166,022 $1.7M
Trivium Point Advisory, LLC 0.29% Reduce -88.0% 162,025 $1.6M
SeaCrest Wealth Management, LLC 0.17% Add +8.1% 161,254 $1.6M
Picton Mahoney Asset Management 0.02% New 160,776 $1.6M
HighTower Advisors, LLC 0.00% Add +2.5% 160,183 $1.6M
Cooper Financial Group 0.16% Add +82.4% 159,930 $1.6M
Fortitude Financial, LLC 0.84% Add +0.1% 157,695 $1.6M
Voloridge Investment Management, LLC 0.01% New 150,513 $1.5M
HBK Sorce Advisory LLC 0.03% Add +0.9% 138,850 $1.5M
Innova Wealth Partners 0.71% Add +53.2% 148,022 $1.5M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -23.8% 140,407 $1.4M
Frank, Rimerman Advisors LLC 0.09% No change 141,178 $1.4M
Founders Financial Alliance, LLC 0.25% Reduce -18.1% 140,552 $1.4M
CANADA LIFE ASSURANCE Co 0.00% Add +9.7% 139,494 $1.4M
Teacher Retirement System of Texas 0.01% Add +308.2% 140,118 $1.4M
Cannell & Spears LLC 0.03% Add +26.9% 139,061 $1.4M
Deutsche Bank AG 0.00% Add +11.2% 135,511 $1.4M
&partners 0.01% Add +12.5% 134,376 $1.3M
New York Life Investment Management LLC 0.01% Add +45.7% 133,997 $1.3M
Principal Securities, Inc. 0.02% Add +40.8% 131,663 $1.3M
NewEdge Advisors, LLC 0.00% Add +132.6% 127,763 $1.3M
Jefferies Financial Group Inc. 0.02% Add +114.2% 126,305 $1.3M
Guggenheim Capital LLC 0.01% Reduce -32.0% 125,045 $1.3M
Allworth Financial LP 0.01% Add +6.9% 121,793 $1.2M
Sigma Planning Corp 0.03% Add +0.7% 117,783 $1.2M
Sullivan Wood Capital Management LLC 2.03% No change 114,400 $1.2M
Collar Capital Management, LLC 0.74% Add +1.8% 114,460 $1.1M
Cwm, LLC 0.00% Add +9.7% 112,630 $1.1M
Norden Group LLC 0.11% Add +1.6% 111,674 $1.1M
Wealthspire Advisors, LLC 0.01% Add +6.3% 110,875 $1.1M
AlphaCore Capital LLC 0.03% Add +3.2% 108,498 $1.1M
Stableford Capital II LLC 0.40% Add +0.1% 107,112 $1.1M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -6.2% 104,553 $1.0M
Simplify Asset Management Inc. 0.02% Reduce -18.5% 103,485 $1.0M
Quantitative Investment Management, LLC 0.11% Add +24.3% 103,249 $1.0M
Independent Advisor Alliance 0.01% Reduce -2.0% 102,411 $1.0M
Farther Finance Advisors, LLC 0.01% Add +569.7% 101,383 $1.0M
Public Employees Retirement Association of Colorado 0.00% No change 100,510 $1.0M
JBF Capital, Inc. 0.15% New 100,000 $1.0M
Sona Asset Management (us) LLC 0.06% New 100,000 $1.0M
Integrated Investment Consultants, LLC 0.21% Add +41.3% 97,586 $979K
Captrust Financial Advisors 0.00% Add +6.3% 97,325 $976K
Gotham Asset Management 0.00% Add +26.1% 96,517 $968K
Waterfront Wealth Inc. 0.18% Reduce -46.1% 95,461 $957K
Guidance Capital, Inc. 0.21% Add +3.9% 89,158 $956K
Sage Mountain Advisors LLC 0.07% Reduce -0.5% 94,702 $950K
Arkadios Wealth Advisors 0.02% Add +0.1% 94,451 $947K
Tidal Investments LLC 0.00% Reduce -20.4% 94,212 $945K
Main Street Financial Solutions, LLC 0.07% Reduce -0.7% 91,677 $920K
Savvy Advisors, Inc. 0.02% Add +12.4% 91,249 $915K
Cornerstone Select Advisors, LLC 0.57% Add +79.0% 90,859 $911K
Diversify Wealth Management, LLC 0.02% New 81,677 $896K
Wiregrass Investment Management LLC 0.74% New 88,794 $891K
Steadtrust LLC 0.50% Reduce -0.5% 88,592 $889K
Prospera Financial Services Inc 0.01% Add +34.7% 88,029 $883K
Fortitude Advisory Group L.L.C. 0.40% Reduce -1.9% 88,000 $883K
Diversify Advisory Services, LLC 0.13% Add +1.7% 79,691 $874K
Greenland Capital Management LP 0.20% New 87,100 $874K
WESPAC Advisors SoCal, LLC 0.18% New 86,532 $868K
Xponance LLC 0.01% Add +42.3% 85,763 $860K
Catalyst Funds Management Pty Ltd 0.14% Reduce -2.7% 82,835 $831K
Nicholas Hoffman & Company, LLC. 0.02% Add +0.1% 82,247 $825K
AlphaGrep UK Ltd 0.24% Add +482.9% 81,904 $821K
Stratos Wealth Partners, LTD. 0.01% Add +5.8% 80,639 $809K
Voya Investment Management LLC 0.00% Add +1.8% 80,621 $809K
Equitable Holdings, Inc. 0.01% Add +6.3% 74,774 $802K
Sanctuary Advisors, LLC 0.00% Add +6.7% 79,887 $801K
Regal Investment Advisors LLC 0.05% Reduce -9.3% 78,430 $787K
Lido Advisors, LLC 0.00% Add +588.5% 76,781 $780K
Wedbush Securities Inc. 0.02% Add +11.6% 77,408 $776K
Federation des caisses Desjardins du Quebec 0.00% Reduce -28.8% 76,782 $770K
Vision Financial Markets LLC 0.75% New 76,300 $765K
SCS Capital Management LLC 0.01% Reduce -0.4% 76,024 $763K
Krilogy Financial LLC 0.02% Add +90.1% 71,828 $759K
Wedmont Private Capital 0.02% Add +6.8% 72,817 $751K
Harbour Investments, Inc. 0.01% Add +50.9% 74,891 $751K
Spinnaker Investment Group, LLC 0.15% Reduce -10.3% 74,581 $748K
Howard Financial Services, LTD. 0.08% Add +2.4% 74,468 $747K
Gsa Capital Partners LLP 0.05% New 74,028 $743K
Firethorn Wealth Partners, LLC 0.27% Add +32.3% 73,778 $740K
Summit Securities Group LLC 0.35% Reduce -40.0% 72,600 $728K
MAI Capital Management 0.00% Add +13.1% 71,210 $714K
Dynamic Technology Lab Private Ltd 0.12% New 71,157 $714K
Kestra Private Wealth Services, LLC 0.01% Reduce -3.0% 70,793 $710K
Bank of Montreal 0.00% Add +5.6% 70,037 $702K
Vanguard Personalized Indexing Management, LLC 0.01% Add +7.4% 69,577 $698K
Ensign Peak Advisors, Inc 0.00% Add +15.3% 69,491 $697K
Intrua Financial, LLC 0.07% Add +6.8% 67,383 $676K
Triumph Capital Management 0.14% Add +13.0% 66,324 $673K
HSBC Holdings PLC 0.00% Add +116.1% 67,122 $671K
Swiss Life Asset Management Ltd 0.00% Add +40.0% 66,627 $668K
Cerity Partners LLC 0.00% Add +16.4% 66,376 $666K
Kingswood Wealth Advisors, LLC 0.03% Add +37.9% 66,211 $664K
Bayesian Capital Management, LP 0.79% Add +262.9% 64,600 $648K
Global Assets Advisory, LLC 0.19% Add +0.3% 64,518 $647K
DRW Securities, LLC 0.03% New 62,282 $625K
Redhawk Wealth Advisors, Inc. 0.07% New 61,777 $620K
Kingsview Wealth Management, LLC 0.01% Add +107.0% 61,658 $618K
NewEdge Wealth, LLC 0.01% Reduce -57.7% 61,554 $617K
Triton Wealth Management, PLLC 0.23% Add +0.7% 60,740 $614K
Aubrey Capital Management Ltd 0.32% Reduce -54.5% 60,000 $602K
VPR Management LLC 0.24% No change 60,000 $602K
Brookstone Capital Management 0.01% Add +35.2% 59,944 $601K
Weiss Asset Management LP 0.02% Reduce -66.2% 59,223 $594K
Amalgamated Bank 0.00% Add +4.5% 59,204 $594K
Larson Financial Group LLC 0.02% Add +47.2% 59,154 $593K
Integrity Alliance, Llc. 0.02% Reduce -0.3% 59,072 $592K
Madison Wealth Partners, Inc 0.09% New 58,130 $583K
Mount Lucas Management LP 0.21% Reduce -79.7% 56,707 $569K
United Capital Financial Advisors, LLC 0.00% Add +309.3% 56,596 $568K
LexAurum Advisors, LLC 0.07% — 56,038 $562K
Tower Research Capital LLC (TRC) 0.01% Add +26.1% 55,756 $559K
Two Sigma Securities, LLC 0.06% Reduce -46.1% 55,660 $558K
DoubleLine ETF Adviser LP 0.21% Reduce -17.6% 55,560 $557K
Fermata Advisors, LLC 0.13% Add +2.3% 55,466 $556K
Samalin Investment Counsel, LLC 0.20% Reduce -20.0% 54,879 $550K
Keybank National Association 0.00% Reduce -32.2% 54,700 $549K
Annex Advisory Services, LLC 0.01% Add +0.2% 53,500 $537K
Yousif Capital Management, LLC 0.01% Add +3.6% 53,112 $533K
Intech Investment Management LLC 0.01% Add +81.8% 52,918 $531K
National Bank of Canada 0.00% Reduce -2.7% 52,353 $525K
Virtu Financial LLC 0.02% New 52,079 $522K
Maryland State Retirement & Pension System 0.01% No change 51,831 $520K
Westend Capital Management, LLC 0.16% Reduce -63.4% 51,776 $519K
Parisi Gray Wealth Management 0.12% Reduce -11.4% 50,415 $506K
WJ Financial Advisors LLC 0.41% Reduce -8.5% 50,348 $505K
Cane Capital Partners, LLC 0.22% Add +0.3% 50,284 $504K
Parallel Advisors, LLC 0.01% Add +2.6% 48,268 $484K
Centaurus Financial, Inc. 0.02% No change 48,033 $482K
Eurizon Capital SGR S.p.A. 0.00% Add +382.2% 48,180 $482K
Significant Wealth Partners LLC 0.59% Add +0.4% 47,929 $481K
DNB Asset Management AS 0.00% Add +159.5% 47,596 $477K
Prudential Financial Inc. 0.00% Reduce -8.0% 46,765 $469K
Strategic Financial Concepts, LLC 0.11% New 46,171 $463K
First Foundation Advisors 0.02% No change 45,946 $461K
Orion Porfolio Solutions, LLC 0.00% Add +15.1% 45,920 $461K
Elo Mutual Pension Insurance Co 0.01% New 44,352 $445K
Truist Financial Corp. 0.00% Add +40.8% 44,065 $442K
Jones Financial Companies LLLP 0.00% Add +132.0% 44,882 $435K
DDD Partners, LLC 0.03% New 43,294 $434K
Lecap Asset Management Ltd. 0.16% New 43,240 $434K
StoneX Group Inc. 0.02% Reduce -28.5% 42,250 $429K
Dynamic Advisor Solutions LLC 0.01% Reduce -59.0% 42,680 $428K
Infrastructure Capital Advisors, LLC 0.06% Add +15.6% 42,072 $422K
Washington Trust Bank 0.03% No change 41,700 $418K
Abel Hall, LLC 0.09% Reduce -24.1% 41,619 $417K
Warren Street Wealth Advisors, LLC 0.11% New 41,590 $417K
Symphony Financial, Ltd. Co. 0.05% New 41,293 $409K
Blair William & Co. 0.00% Add +43.0% 40,328 $404K
Integrated Wealth Concepts LLC 0.00% New 39,869 $400K
Praxis Investment Management Inc. 0.02% Add +17.2% 39,508 $396K
Compound Planning, Inc. 0.01% Reduce -0.6% 39,465 $396K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +179.0% 39,380 $395K
Stephens Inc. 0.00% Reduce -5.2% 39,229 $393K
D.A. Davidson & Co. 0.00% Add +17.4% 38,937 $391K
Signal Advisors Wealth, LLC 0.03% Add +26.5% 38,170 $383K
Oppenheimer & Co. Inc. 0.00% Add +0.1% 37,638 $378K
Sterling Capital Management LLC 0.01% Reduce -41.3% 37,302 $374K
Genesis Wealth Advisors, LLC 0.25% Add +0.3% 37,279 $374K
Signature Estate & Investment Advisors LLC 0.01% Add +5.9% 37,186 $373K
Mariner, LLC 0.00% Reduce -56.8% 36,387 $365K
Legacy Capital Wealth Partners, LLC 0.08% Reduce -1.1% 36,384 $365K
Inceptionr LLC 0.09% New 36,117 $362K
Armistice Capital, LLC 0.01% New 35,740 $358K
Key Client Fiduciary Advisors, LLC 0.12% Add +93.7% 35,710 $358K
VestGen Advisors, LLC 0.01% New 33,185 $356K
Ferguson Wellman Capital Management, Inc. 0.00% New 35,000 $351K
LaSalle St. Investment Advisors, LLC 0.05% No change 34,748 $349K
Kingstone Capital Partners Texas, LLC 0.21% No change 34,691 $348K
Brooklyn Investment Group 0.01% New 34,608 $347K
M&T Bank Corp 0.00% Add +3.8% 34,376 $345K
Prime Capital Investment Advisors, LLC 0.00% Reduce -12.7% 33,896 $340K
Baker Avenue Asset Management, LP 0.01% Add +0.4% 33,863 $340K
Advisortrust Partners, LLC 0.14% Add +9.6% 33,571 $337K
Magnus Financial Group LLC 0.03% Reduce -1.0% 33,542 $336K
Jane Street Group, LLC 0.00% Reduce -34.2% 33,511 $336K
Howland Capital Management LLC 0.01% No change 32,768 $333K
CIBC Asset Management Inc 0.00% No change 32,598 $327K
Wealthcare Advisory Partners LLC 0.01% Reduce -0.5% 32,475 $326K
Apollon Wealth Management, LLC 0.01% Add +4.7% 32,403 $325K
Ameritas Advisory Services, LLC 0.01% Add +1.8% 32,096 $322K
Curi Capital, LLC 0.01% Add +0.5% 31,975 $321K
Summit Trail Advisors, LLC 0.00% Add +19.9% 31,457 $316K
North Dakota State Investment Board 0.01% Reduce -14.7% 31,310 $314K
Everest Financial Group LLC 0.05% New 31,200 $313K
Compass Financial Group, INC 0.04% Add +43.2% 30,814 $309K
Mutual Advisors, LLC 0.01% Add +4.7% 30,782 $309K
TRB Wealth Management, LLC 0.04% — 30,310 $308K
Angel Oak Capital Advisors, LLC 0.34% No change 30,500 $306K
Principal Financial Group Inc. 0.00% Add +2.5% 30,156 $302K
HB Wealth Management, LLC 0.00% Reduce -2.4% 30,022 $301K
Insigneo Advisory Services, LLC 0.02% New 29,397 $295K
Aspen Wealth Strategies, LLC 0.15% No change 28,720 $288K
Castleview Partners, LLC 0.15% Reduce -28.9% 28,564 $286K
Sunbelt Securities, Inc. 0.02% Reduce -12.5% 28,459 $285K
Armstrong Advisory Group, Inc. 0.02% Reduce -1.9% 28,455 $285K
HORAN Wealth, LLC 0.03% No change 26,565 $285K
Nwam LLC 0.02% Reduce -0.2% 27,506 $276K
Ellevest, Inc. 0.04% Add +24.2% 27,478 $276K
Meeder Advisory Services, Inc. 0.01% Reduce -5.3% 27,253 $273K
Fiduciary Alliance LLC 0.02% Reduce -5.7% 25,219 $271K
Avantax Planning Partners, Inc. 0.01% Reduce -10.4% 26,837 $269K
Vident Advisory, LLC 0.00% Reduce -20.2% 26,564 $266K
Keystone Financial Group 0.02% Add +44.8% 26,450 $265K
STRS Ohio 0.00% Add +3.1% 26,449 $265K
Vise Technologies, Inc. 0.01% No change 24,676 $265K
Joel Isaacson & Co., LLC 0.01% Reduce -10.9% 26,296 $264K
TCP Asset Management, LLC 0.03% New 26,165 $262K
Gilman Hill Asset Management, LLC 0.04% Add +4.5% 26,000 $261K
Portside Wealth Group, LLC 0.04% Add +25.0% 25,756 $258K
Capital Fund Management S.A. 0.00% New 25,494 $256K
Front Row Advisors LLC 0.09% No change 25,000 $254K
Lazari Capital Management, Inc. 0.09% No change 25,105 $252K
Gateway Investment Advisers LLC 0.00% Reduce -58.0% 24,545 $246K
Cibc World Market Inc. 0.00% Reduce -0.9% 24,500 $246K
J.M. Arbour, LLC 0.24% Reduce -4.2% 24,426 $245K
IFP Advisors, Inc 0.01% Add +17.4% 24,417 $245K
Private Wealth Asset Management, LLC 0.03% Add +3.3% 24,414 $245K
Geneos Wealth Management Inc. 0.01% No change 24,004 $241K
New Wave Wealth Advisors LLC 0.08% Add +9.7% 23,359 $237K
Private Trust Co. NA 0.02% Add +43.3% 23,593 $237K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +40.9% 23,476 $235K
VestGen Investment Management 0.13% Add +19.3% 23,414 $235K
Davidson Trust Co. 0.10% Add +4.4% 23,341 $234K
Sequoia Financial Advisors, LLC 0.00% Add +20.0% 23,300 $234K
Maridea Wealth Management LLC 0.03% Reduce -3.6% 23,261 $233K
Mgo One Seven LLC 0.00% Add +6.6% 23,102 $232K
AA Financial Advisors, LLC 0.03% No change 23,091 $232K
Signaturefd, LLC 0.00% Add +6.3% 22,653 $227K
O'shaughnessy Asset Management, LLC 0.00% Add +2.6% 22,197 $223K
SMART Wealth LLC 0.06% Add +22.9% 22,079 $221K
180 Wealth Advisors, LLC 0.03% Add +4.2% 22,059 $221K
OneDigital Investment Advisors LLC 0.00% Reduce -42.8% 21,939 $220K
JBR Co Financial Management Inc 0.09% No change 20,502 $220K
Atlas Capital Advisors Inc. 0.03% New 21,888 $220K
Shulman DeMeo Asset Management LLC 0.05% New 21,884 $219K
HighPoint Advisor Group LLC 0.01% Reduce -64.2% 21,756 $218K
Southland Equity Partners LLC 0.04% Reduce -86.3% 21,186 $212K
Allianz Asset Management GmbH 0.00% Add +96.0% 20,897 $210K
IHT Wealth Management, LLC 0.00% Add +3.1% 20,840 $209K
Redwood Investment Management, LLC 0.03% Add +3.3% 20,853 $209K
World Investment Advisors 0.00% Add +5.5% 20,528 $206K
Register Financial Advisors LLC 0.08% No change 20,500 $206K
Atria Investments, Inc 0.00% Reduce -3.6% 20,455 $205K
Paragon Capital Management Ltd 0.04% Reduce -2.7% 20,316 $204K
Waverly Advisors, LLC 0.00% Add +0.1% 20,219 $203K
Insight Advisors, LLC/ PA 0.04% No change 20,164 $202K
Winch Advisory Services, LLC 0.05% Add +5.9% 20,112 $202K
Walleye Capital LLC 0.00% New 20,087 $201K
AE Wealth Management LLC 0.00% Reduce -1.4% 20,076 $201K
Benjamin Edwards Inc. 0.00% Add +0.3% 19,811 $199K
Frisch Financial Group, Inc. 0.04% Reduce -6.6% 19,555 $198K
Fidelis Capital Partners, LLC 0.01% Add +0.5% 19,573 $196K
Visionary Wealth Advisors 0.01% Reduce -0.7% 19,529 $196K
Choreo, LLC 0.00% Reduce -0.7% 19,203 $195K
PNC Financial Services Group, Inc. 0.00% Add +35.9% 19,288 $193K
Aptus Capital Advisors, LLC 0.00% Add +1.5% 19,141 $192K
Sagewood Asset Management LP 0.06% New 19,071 $191K
Navigation Group, LLC 0.04% — 18,880 $189K
Financial Gravity Asset Management, Inc. 0.03% New 18,760 $188K
WealthTrust Axiom LLC 0.05% Reduce -2.6% 18,700 $188K
Cary Street Partners Financial LLC 0.00% Add +0.1% 18,185 $182K
MetLife Investment Management, LLC 0.00% Add +3.4% 18,128 $182K
Collaborative Wealth Managment Inc. 0.08% No change 18,090 $181K
Foundations Investment Advisors, LLC 0.00% Reduce -11.7% 17,998 $181K
Weaver Consulting Group 0.04% Reduce -9.3% 17,984 $180K
O'ROURKE & COMPANY, Inc 0.07% Add +9.4% 17,876 $179K
Wellington Management Group LLP 0.00% No change 17,749 $178K
Northwestern Mutual Wealth Management Co. 0.00% Add +908.0% 17,721 $178K
Acorn Wealth Advisors, LLC 0.05% Add +14.2% 17,623 $177K
Brighton Jones LLC 0.00% New 17,595 $176K
Solstein Capital, LLC 0.07% No change 17,493 $175K
Planning Directions Inc. 0.09% Add +40.2% 17,481 $175K
Lifestyle Asset Management, Inc. 0.06% Reduce -3.7% 17,392 $174K
Creative Financial Designs Inc. 0.01% Reduce -34.1% 17,386 $174K
BLB&B Advisors, LLC 0.01% Reduce -14.8% 17,305 $174K
one8zero8, LLC 0.04% Add +50.4% 17,300 $174K
Eight 31 Financial, LLC 0.10% Add +3.3% 17,222 $173K
Composition Wealth, LLC 0.00% Add +1.9% 17,191 $172K
WINTON GROUP Ltd 0.01% New 17,100 $172K
Value Investment Professionals, LLC 0.38% Add +3.3% 17,080 $171K
Navis Wealth Advisors, LLC 0.09% No change 17,000 $171K
Beese Fulmer Investment Management, Inc. 0.01% New 16,694 $167K
First Affirmative Financial Network 0.06% — 16,688 $167K
TD Private Client Wealth LLC 0.00% Add +5.6% 16,590 $166K
Bluefin Capital Management, LLC 0.19% Reduce -90.9% 16,300 $163K
Rothschild Wealth LLC 0.01% New 16,294 $163K
EverSource Wealth Advisors, LLC 0.01% Add +18.8% 16,273 $163K
Traynor Capital Management, Inc. 0.01% Add +8.7% 16,532 $163K
One Charles Private Wealth Services, LLC 0.04% Add +1.3% 16,202 $163K
Mission Wealth Management, LP 0.00% Add +0.2% 16,173 $162K
Guardian Wealth Advisors, LLC / NC 0.01% No change 16,101 $161K
Relyea Zuckerberg Hanson LLC 0.02% New 16,002 $160K
Regions Financial Corp. 0.00% Reduce -55.6% 16,000 $160K
WoodTrust Financial Corp 0.02% New 16,000 $160K
Lanark Financial, Inc. 0.01% Add +7.1% 15,808 $159K
Almanack Investment Partners, LLC. 0.03% Add +51.1% 15,647 $157K
PVG Asset Management Corp. 0.09% Reduce -25.6% 14,905 $156K
Baader Bank Aktiengesellschaft 0.02% Add +26.7% 23,609 $156K
Valley Brook Capital Group, Inc. 0.10% Add +23.5% 15,350 $154K
CTC Alternative Strategies, Ltd. 0.34% No change 15,000 $150K
Rogco, LP 0.05% No change 15,000 $150K
Transamerica Financial Advisors, LLC 0.01% Add +82.1% 14,785 $150K
Nomura Asset Management Co. Ltd. 0.00% Add +80.3% 14,600 $146K
Dana Investment Advisors, Inc. 0.00% New 14,575 $146K
Sage Capital Management, LLC 0.07% Add +38.1% 14,500 $145K
GTS Securities LLC 0.01% New 14,485 $145K
MQS Management LLC 0.10% New 14,263 $143K
Diligent Investors, LLC 0.04% Add +0.4% 14,186 $142K
PharVision Advisers, LLC 1.43% New 14,007 $140K
Vanguard Capital Wealth Advisors 0.13% Reduce -17.6% 14,000 $140K
Aegis Wealth Management, Inc. 0.11% No change 13,860 $139K
Alpine Global Management, LLC 0.02% New 13,562 $136K
Parkside Financial Bank & Trust 0.01% Add +0.1% 13,506 $135K
Oarsman Capital, Inc. 0.02% No change 13,498 $135K
Concurrent Investment Advisors, LLC 0.00% New 13,382 $134K
Avior Wealth Management, LLC 0.00% New 13,351 $134K
Verition Fund Management LLC 0.00% Reduce -94.8% 13,226 $133K
Perigon Wealth Management, LLC 0.00% Add +0.5% 13,224 $133K
BCO Wealth Management LLC 0.08% Add +2.6% 13,214 $133K
Baron Wealth Management LLC 0.04% Add +4.0% 13,102 $131K
Garden State Investment Advisory Services LLC 0.03% Add +2.7% 13,040 $131K
WMG Financial Advisors, LLC 0.05% Add +2.1% 13,022 $131K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.03% Reduce -5.8% 13,000 $130K
Coldstream Capital Management Inc. 0.00% New 12,854 $129K
WealthPLAN Partners, LLC 0.02% Add +6.4% 12,798 $128K
Gibbs Wealth Management 0.02% New 12,798 $128K
EP Wealth Advisors, LLC 0.00% Add +15.1% 12,586 $126K
NWF Advisory Services Inc. 0.01% New 12,449 $125K
Permanent Capital Management, LP 0.02% Add +3.5% 11,180 $125K
Van Diest Capital, LLC 0.10% New 12,067 $121K
Linscomb Wealth, Inc. 0.01% New 12,031 $121K
Pavaki Capital Management LLC 0.08% No change 12,000 $120K
BTC Capital Management, Inc. 0.01% No change 12,000 $120K
Ascent Group, LLC 0.00% New 11,873 $119K
CreativeOne Wealth, LLC 0.00% Reduce -29.4% 11,871 $119K
Capital Square, LLC 0.05% Add +4.5% 10,764 $119K
Bright Futures Wealth Management, LLC. 0.08% Add +0.1% 11,737 $118K
WealthPlan Investment Management, LLC 0.01% Add +10.6% 11,702 $117K
Avory & Company, LLC 0.15% Add +3.3% 11,687 $117K
PW Nova Financial Services LLC 0.03% New 11,565 $116K
Talon Private Wealth, LLC 0.02% — 11,500 $115K
Jaffetilchin Investment Partners, LLC 0.01% Reduce -1.7% 11,421 $115K
Matauro, LLC 0.02% Add +2.9% 11,384 $114K
Level Four Advisory Services, LLC 0.00% Reduce -16.2% 11,328 $114K
Ranch Capital Advisors Inc. 0.04% Add +2.8% 11,266 $113K
Anfield Capital Management, LLC 0.03% No change 11,142 $112K
Essex Financial Services, Inc. 0.01% New 11,134 $112K
Proffitt & Goodson Inc. 0.02% Add +5.8% 10,976 $110K
Quarry Hill Advisors, LLC 0.04% No change 10,000 $109K
Optas, LLC 0.02% Reduce -0.8% 10,684 $107K
Cora Capital Advisors LLC 0.04% Add +0.3% 10,602 $106K
Pasadena Private Wealth, LLC 0.01% New 10,559 $106K
Beacon Financial Advisory LLC 0.02% New 10,555 $106K
Resonant Capital Advisors, LLC 0.01% New 10,414 $106K
MN Wealth Advisors, LLC 0.05% Add +3.3% 10,438 $105K
Huntington National Bank 0.00% Add +15.8% 10,380 $104K
Savant Capital, LLC 0.00% New 10,337 $104K
Snowden Capital Advisors LLC 0.00% Reduce -10.4% 10,054 $102K
Welch Group, LLC 0.00% New 10,064 $101K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -4.6% 10,239 $101K
IFG Advisory, LLC 0.29% Reduce -77.9% 10,000 $100K
GAMMA Investing LLC 0.00% Add +20.4% 9,967 $100K
Hantz Financial Services, Inc. 0.00% Add +8.1% 9,677 $97K
AlphaCentric Advisors LLC 0.09% New 8,859 $89K
Bruce G. Allen Investments, LLC 0.06% Add +20.6% 8,684 $87K
Hazlett, Burt & Watson, Inc. 0.03% No change 8,000 $80K
First Community Trust NA 0.05% No change 7,300 $73K
WealthCollab, LLC 0.03% Add +3.1% 7,206 $72K
North Star Investment Management Corp. 0.00% New 6,901 $69K
MeadowBrook Investment Advisors LLC 0.06% Add +1.3% 2,680 $65K
VSM Wealth Advisory, LLC 0.02% Add +8.1% 6,188 $62K
Ameritas Investment Partners, Inc. 0.00% No change 6,000 $60K
TD Waterhouse Canada Inc. 0.00% Add +3880.3% 5,652 $57K
LRI Investments, LLC 0.00% No change 5,496 $55K
UMB Bank, n.a. 0.00% Add +0.9% 5,071 $51K
Wealth Preservation Advisors, LLC 0.04% No change 5,000 $50K
Fourth Dimension Wealth, LLC 0.02% No change 5,000 $50K
Covestor Ltd 0.03% Reduce -53.8% 4,982 $50K
Archer Investment Corp 0.01% Add +31.4% 4,889 $49K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +2.5% 4,760 $48K
Los Angeles Capital Management LLC 0.00% Add +9.6% 4,753 $48K
Nova Wealth Management, Inc. 0.03% No change 4,671 $47K
Capital Analysts, LLC 0.00% Reduce -18.8% 4,472 $45K
Glenmede Trust Co. NA 0.00% Add +13.7% 3,713 $37K
Financial Life Planners 0.03% New 3,697 $37K
Bogart Wealth, LLC 0.00% Reduce -1.6% 3,695 $37K
Bullseye Investment Management, LLC 0.02% Reduce -38.8% 3,150 $32K
Ascentis Wealth Management, LLC 0.01% No change 3,127 $31K
Spire Wealth Management 0.00% Reduce -1.6% 3,122 $31K
Forum Finance Group S.A. 0.02% — 3,840 $31K
Sound Income Strategies, LLC 0.00% Add +11.0% 3,065 $31K
Salem Investment Counselors Inc. 0.00% New 3,000 $30K
Graney & King, LLC 0.02% Add +52.4% 2,838 $28K
CoreCap Advisors, LLC 0.00% Reduce -66.4% 2,799 $28K
Avion Wealth 0.01% Add +286.3% 2,727 $27K
N.E.W. Advisory Services LLC 0.00% Reduce -49.4% 2,528 $25K
SWAN Capital LLC 0.01% No change 2,500 $25K
GoalVest Advisory LLC 0.00% No change 2,451 $25K
Danske Bank A/S 0.00% Reduce -81.7% 2,400 $24K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 2,392 $24K
Gen-Wealth Partners Inc 0.01% No change 2,355 $24K
Smartleaf Asset Management LLC 0.00% Reduce -63.5% 2,342 $23K
Crewe Advisors LLC 0.00% Add +90.1% 2,291 $23K
Montag A & Associates Inc. 0.00% Reduce -44.5% 2,077 $21K
Hilton Head Capital Partners, LLC 0.01% No change 2,100 $21K
Strategic Wealth Partners, Ltd. 0.00% New 2,030 $20K
Smithfield Trust Co 0.00% New 2,021 $20K
Ancora Advisors LLC 0.00% No change 1,928 $19K
Aster Capital Management (DIFC) Ltd 0.01% Add +43.2% 2,012 $19K
Transce3nd, LLC 0.17% Reduce -9.3% 1,911 $19K
Mark Sheptoff Financial Planning, LLC 0.01% No change 1,730 $19K
Clearstead Advisors, LLC 0.00% Add +132.4% 1,841 $18K
Financial Connections Group, Inc. 0.01% Add +3.3% 1,822 $18K
Roble, Belko & Company, Inc 0.00% Add +134.7% 1,786 $18K
Assetmark, Inc. 0.00% Reduce -16.0% 1,755 $18K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -47.1% 1,719 $17K
Manning & Napier Advisors LLC 0.00% New 1,623 $16K
Versant Capital Management, Inc 0.00% Add +130.8% 1,551 $16K
Gill Capital Partners, LLC 0.00% New 1,550 $16K
Aventura Private Wealth, LLC 0.01% No change 1,500 $15K
KERR FINANCIAL PLANNING Corp 0.01% Add +3.5% 1,288 $14K
Broadwater Capital Management LLC 0.01% No change 1,320 $14K
AdvisorNet Financial, Inc 0.00% Add +14.6% 1,373 $14K
Zions Bancorporation, National Association 0.00% Add +9.3% 1,370 $14K
Rossby Financial, LCC 0.00% Add +16.1% 1,328 $13K
Darwin Wealth Management, LLC 0.00% Add +3.3% 1,234 $12K
McIlrath & Eck, LLC 0.00% No change 1,226 $12K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 1,200 $12K
Vision Retirement, LLC 0.00% Reduce -3.6% 1,183 $12K
Salomon & Ludwin, LLC 0.00% No change 1,155 $12K
Caitlin John, LLC 0.01% No change 1,109 $11K
Financial Network Wealth Advisors LLC 0.01% No change 1,106 $11K
CX Institutional 0.00% New 1,144 $11K
Peterson Wealth Management 0.01% New 1,033 $10K
Destiny Wealth Partners, LLC 0.00% New 1,012 $10K
Basepoint Wealth LLC 0.01% Add +3.3% 1,008 $10K
Rothschild Investment LLC 0.00% Add +8.1% 989 $10K
Root Financial Partners, LLC 0.00% Add +1277.6% 923 $9K
Quadrant Capital Group LLC 0.00% Add +367.6% 823 $8K
PlanVest Financial, Inc 0.01% — 742 $7K
Bell Investment Advisors, Inc 0.00% Reduce -9.3% 703 $7K
Quent Capital, LLC 0.00% Add +216.7% 700 $7K
MCF Advisors LLC 0.00% New 680 $7K
Cullen/Frost Bankers, Inc. 0.00% Reduce -17.5% 660 $7K
Wolff Wiese Magana LLC 0.00% No change 600 $6K
GHP Investment Advisors, Inc. 0.00% Add +141.1% 581 $6K
Godsey & Gibb, Inc. 0.00% No change 540 $5K
Sachetta, LLC 0.00% Add +125.8% 526 $5K
Signature Equity Partners, LLC 0.00% New 506 $5K
High Point Wealth Management, LLC 0.00% No change 500 $5K
Atlantic Union Bankshares Corp 0.00% No change 500 $5K
Brown Brothers Harriman & Co. 0.00% No change 469 $5K
Retirement Wealth Solutions LLC 0.00% Add +74.2% 392 $4K
Aspect Partners, LLC 0.00% Add +1.2% 335 $3K
Strategic Investment Solutions, Inc. 0.00% No change 325 $3K
Keating Financial Advisory Services, Inc. 0.00% Add +218.6% 325 $3K
Essential Partners LLC 0.00% No change 303 $3K
Harbor Investment Advisory, LLC 0.00% Reduce -44.9% 301 $3K
Pin Oak Investment Advisors Inc. 0.00% No change 250 $3K
Fifth Third Bancorp 0.00% New 285 $3K
Marquette Asset Management, LLC 0.00% No change 271 $3K
NBT Bank, N.A. 0.00% New 269 $3K
Indiana Trust & Investment Management Co 0.00% New 250 $3K
Fortitude Family Office, LLC 0.00% No change 229 $2K
Beaird Harris Wealth Management, LLC 0.00% New 225 $2K
McGuire Capital Advisors Inc. 0.00% Add +16.1% 224 $2K
Financial Consulate, Inc. 0.00% New 199 $2K
Glen Eagle Advisors, LLC 0.00% No change 200 $2K
Tsfg, LLC 0.00% Add +3.6% 228 $2K
Bessemer Group Inc. 0.00% No change 210 $2K
Cromwell Holdings LLC 0.00% Add +34.3% 196 $2K
Cary Street Partners Investment Advisory LLC 0.00% Reduce -22.8% 173 $2K
Motco 0.00% New 173 $2K
Cornerstone Planning Group LLC 0.00% Add +3.5% 148 $2K
Caitong International Asset Management Co., Ltd 0.00% Reduce -19.1% 153 $2K
Clearstead Trust, LLC 0.00% No change 145 $1K
Mountain Hill Investment Partners Corp. 0.00% Add +3.2% 128 $1K
Quest 10 Wealth Builders, Inc. 0.00% Reduce -0.8% 122 $1K
Bokf, NA 0.00% New 119 $1K
American Capital Advisory, LLC 0.00% No change 118 $1K
Principia Wealth Advisory, LLC 0.00% Add +93.3% 116 $1K
Cornerstone Financial Management LLC 0.00% Reduce -50.6% 114 $1K
Key Capital Management, INC 0.00% No change 109 $1K
Twin Peaks Wealth Advisors, LLC 0.00% New 108 $1K
Capital Advisors, Ltd. LLC 0.00% No change 98 $1K
Key Financial Inc 0.00% No change 89 $893
Fortis Group Advisors, LLC 0.00% Reduce -99.3% 85 $853
Ascentis Independent Advisors 0.00% New 77 $772
Ameriflex Group, Inc. 0.00% No change 60 $602
True Wealth Design, LLC 0.00% No change 57 $572
Activest Wealth Management 0.00% Reduce -97.5% 51 $512
Raffa Wealth Management, LLC 0.00% No change 47 $471
Intentional Wealth Strategies, LLC 0.00% — 46 $461
SHP Wealth Management 0.00% New 46 $461
Torren Management, LLC 0.00% Add +2.3% 45 $452
Rialto Wealth Management, LLC 0.00% New 44 $442
TopTier Wealth Management, LLC 0.00% New 40 $401
Stone House Investment Management, LLC 0.00% No change 28 $281
Harbor Asset Planning, Inc. 0.00% No change 28 $278
Mather Group, Llc. 0.00% New 27 $273
MV Capital Management, Inc. 0.00% Add +23.8% 26 $261
Pension & Wealth Management Advisors, Inc. 0.00% No change 25 $251
Legacy Wealth Managment, LLC 0.00% Reduce -25.8% 23 $234
Quaker Wealth Management, LLC 0.00% Add +57.1% 22 $221
Dunhill Financial, LLC 0.00% No change 21 $213
Hughes Financial Services, LLC 0.00% New 18 $181
Bartlett & Co. Wealth Management LLC 0.00% New 14 $149
DecisionPoint Financial, LLC 0.00% No change 14 $141
Decker Retirement Planning Inc. 0.00% No change 5 $52
Center for Financial Planning, Inc. 0.00% No change 3 $31
Blue Trust, Inc. 0.00% Reduce -99.7% 1 $9

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