AGNC InvestmentAGNC

13F holders, Q2 2026 (June 30)
705holders +25
94new positions
70sold out
7famous investors
$10.91avg. 13F price*

At the end of Q2 2026, 705 institutions reported holding AGNC Investment Corp. (AGNC) in their 13F filings, up 25 from Q1 2026. 94 opened new positions and 70 sold out. The largest holders were BlackRock, Inc. ($704.1M), Vanguard Capital Management LLC ($562.3M) and Vanguard Portfolio Management LLC ($502.7M). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions94$188.2M
Exits70$81.3M

All 13F filers, Q1 2026 → Q2 2026: 60,110,951 shares bought and 28,196,379 shares sold, net +31,914,572 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 705 holders

BlackRock, Inc. 0.01% Add +6.9% 64,594,088 $704.1M
Vanguard Capital Management LLC 0.01% Add +4.4% 51,588,727 $562.3M
Vanguard Portfolio Management LLC 0.02% Add +2.7% 46,120,221 $502.7M
UBS Group AG 0.05% Add +18.3% 27,313,853 $297.7M
Geode Capital Management, LLC 0.01% Add +17.2% 24,487,679 $267.0M
State Street Corp. 0.01% Add +8.2% 20,640,491 $227.5M
Norges Bank 0.02% — 15,473,900 $168.7M
Equity Investment Corp. 2.02% Add +0.4% 9,736,044 $106.1M
Victory Capital Management Inc. 0.05% Add +17.5% 8,777,731 $95.7M
Charles Schwab Investment Management Inc. 0.01% Add +5.6% 8,146,540 $88.8M
Northern Trust Corp. 0.01% Add +6.1% 7,506,435 $81.8M
Vanguard Fiduciary Trust Co. 0.02% Add +5.6% 7,253,754 $79.1M
Morgan Stanley 0.00% Reduce -1.3% 7,176,369 $78.2M
Bank of America Corp. 0.01% Reduce -17.9% 7,110,171 $77.5M
Vaughan Nelson Investment Management, L.P. 0.58% New 6,048,882 $65.9M
LPL Financial LLC 0.01% Add +4.3% 5,999,787 $65.4M
Goldman Sachs Group Inc. 0.01% Add +169.0% 5,729,786 $62.5M
Van Eck Associates Corp. 0.03% Add +17.2% 5,190,499 $56.6M
HRT Financial LP 0.09% New 4,354,395 $47.5M
Jane Street Group, LLC 0.03% Add +11817.0% 3,993,493 $43.5M
Qube Research & Technologies Ltd 0.05% Reduce -51.7% 3,760,710 $41.0M
Bank of New York Mellon Corp 0.01% Add +3.6% 3,686,395 $40.2M
Davidson Investment Advisors 1.50% Reduce -16.2% 3,371,067 $36.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +3.2% 3,348,893 $36.5M
Focus Partners Wealth 0.04% Add +12.3% 3,343,851 $36.5M
Advisors Capital Management, LLC 0.38% Add +4.8% 3,249,628 $35.4M
Nuveen, LLC 0.01% Reduce -2.0% 3,136,039 $34.2M
First Trust Advisors LP 0.02% Add +94.6% 2,936,162 $32.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Add +4.0% 2,906,022 $31.7M
Connor, Clark & Lunn Investment Management Ltd. 0.06% Add +44.0% 2,860,986 $31.2M
Wells Fargo & Company 0.01% Add +3.5% 2,778,570 $30.3M
California Public Employees Retirement System 0.02% Add +77.0% 2,718,118 $29.6M
JPMorgan Chase & Co. 0.00% Add +14.4% 2,595,158 $29.1M
Tudor Investment Corporation 0.12% Add +0.1% 2,609,141 $28.4M
Raymond James Financial Inc. 0.01% Add +2.2% 2,554,861 $27.8M
Invesco Ltd. 0.00% Add +5.6% 2,381,661 $26.0M
Swiss National Bank 0.01% Add +6.2% 2,253,800 $24.6M
Susquehanna International Group, LLP 0.02% Reduce -50.6% 2,108,244 $23.0M
FMR LLC 0.00% Reduce -1.0% 2,015,618 $22.0M
Envestnet Asset Management Inc. 0.00% Reduce -11.4% 1,826,797 $19.9M
Royal Bank of Canada 0.00% Add +5.5% 1,774,877 $19.3M
Osaic Holdings, Inc. 0.02% Add +9.7% 1,569,187 $17.1M
Stifel Financial Corp. 0.01% Add +2.0% 1,465,104 $16.0M
Dupree Financial Group, LLC 5.81% Add +2.0% 1,422,255 $15.5M
D. E. Shaw & Co. 0.01% Reduce -0.8% 1,419,557 $15.5M
California State Teachers Retirement System 0.01% Add +8.8% 1,314,930 $14.3M
Wealth Enhancement Advisory Services, LLC 0.02% Add +802.6% 1,267,259 $13.9M
Storebrand Asset Management As 0.03% No change 1,256,581 $13.7M
Cetera Investment Advisers 0.01% Add +6.9% 1,237,584 $13.5M
Trivium Point Advisory, LLC 1.10% Add +588.3% 1,115,176 $12.2M
Clearbridge Investments, LLC 0.01% Add +91.3% 1,113,404 $12.1M
FWL Investment Management, LLC 2.17% Add +17.8% 1,086,876 $11.8M
VANGUARD ASSET MANAGEMENT, Ltd 0.01% Add +9.5% 1,057,218 $11.5M
T. Rowe Price Associates Inc. 0.00% Add +8.7% 1,044,709 $11.4M
Advisors Asset Management, Inc. 0.17% Reduce -8.4% 1,017,539 $11.1M
Commonwealth Equity Services, LLC 0.01% Add +5.9% 1,017,021 $11.1M
Legal & General Group Plc 0.00% Reduce -1.2% 998,501 $10.9M
Citadel Advisors 0.01% Reduce -61.3% 994,234 $10.8M
Rhumbline Advisers 0.01% Reduce -4.5% 868,096 $9.5M
TCW Group Inc. 0.06% No change 861,041 $9.4M
Neuberger Berman Group LLC 0.01% Reduce -2.3% 828,786 $9.0M
Arrowstreet Capital, Limited Partnership 0.00% New 812,068 $8.9M
Citigroup Inc. 0.00% Add +14.7% 797,203 $8.7M
ExodusPoint Capital Management, LP 0.08% Add +207.5% 761,416 $8.3M
Icon Advisers Inc. 1.54% Add +22.8% 741,926 $8.1M
QRG Capital Management, Inc. 0.06% Add +25.0% 713,525 $7.8M
Natixis Advisors, LLC 0.01% New 643,234 $7.0M
Graham Capital Management, L.P. 0.27% Add +215.0% 635,361 $6.9M
Ameriprise Financial Inc. 0.00% Add +185.4% 622,479 $6.8M
Beck Capital Management, LLC 1.24% Add +1.8% 617,520 $6.7M
Evergreen Capital Management LLC 0.11% Add +0.7% 584,361 $6.4M
International Assets Investment Management, LLC 0.38% Add +8.7% 586,310 $6.3M
KBC Group NV 0.01% No change 574,465 $6.3M
Thompson Siegel & Walmsley LLC 0.11% Reduce -1.8% 574,000 $6.3M
New York State Common Retirement Fund 0.01% Add +3.0% 572,289 $6.2M
Jain Global LLC 0.08% Add +19.7% 564,947 $6.2M
Edgestream Partners, L.P. 0.18% Add +42.1% 558,348 $6.1M
Manufacturers Life Insurance Company, The 0.00% Add +88.8% 549,291 $6.0M
State Board of Administration of Florida Retirement System 0.01% Reduce -3.7% 548,545 $6.0M
SG Americas Securities, LLC 0.00% Reduce -30.6% 544,265 $5.9M
State of Wisconsin Investment Board 0.01% Add +0.6% 540,242 $5.9M
Cambridge Investment Research Advisors, Inc. 0.01% Add +4.0% 516,819 $5.6M
Police & Firemen's Retirement System of New Jersey 0.04% Add +7.5% 515,099 $5.6M
Alliancebernstein L.P. 0.00% Add +8.2% 555,168 $5.6M
Baird Financial Group, Inc. 0.01% Add +17.9% 507,773 $5.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +14.8% 495,420 $5.4M
Janney Montgomery Scott LLC 0.01% New 493,845 $5.4M
MML Investors Services, LLC 0.01% Add +48.8% 493,370 $5.4M
Treasurer of the State of North Carolina 0.01% Add +3.1% 487,966 $5.3M
Jupiter Topco LLC 0.00% — 486,442 $5.3M
J.W. Cole Advisors, Inc. 0.09% Add +2.6% 478,136 $5.2M
Illinois Municipal Retirement Fund 0.06% Add +72.9% 467,809 $5.1M
Quantinno Capital Management LP 0.01% Add +25.2% 450,024 $4.9M
Schonfeld Strategic Advisors LLC 0.03% Reduce -26.0% 445,787 $4.9M
Thrivent Financial for Lutherans 0.01% Add +6.5% 441,048 $4.8M
Vanguard Global Advisers, LLC 0.00% Reduce -1.7% 435,978 $4.8M
Caisse Des Depots Et Consignations 0.08% New 428,560 $4.7M
PFG Investments, LLC 0.18% Add +15.8% 422,234 $4.6M
Arax Advisory Partners 0.03% New 421,091 $4.6M
Rockefeller Capital Management L.P. 0.01% Add +5.0% 419,737 $4.6M
Independent Financial Group, LLC 0.08% Reduce -40.4% 412,690 $4.5M
Mercer Global Advisors Inc. 0.01% Add +59.8% 405,144 $4.4M
Creative Planning 0.00% Reduce -7.7% 381,039 $4.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% New 372,656 $4.1M
BNP Paribas Financial Markets 0.00% Add +19.8% 364,310 $4.0M
Penn Mutual Asset Management 31.28% No change 360,000 $3.9M
LFG Wealth Partners, LLC 1.81% Add +18.4% 354,210 $3.9M
Handelsbanken Fonder AB 0.01% Add +0.3% 353,300 $3.9M
AQR Capital Management 0.00% Add +2.4% 347,508 $3.8M
Compass Financial Management LLC 0.46% — 352,260 $3.8M
Capital Fund Management S.A. 0.03% Add +1226.5% 338,177 $3.7M
Prevail Innovative Wealth Advisors, LLC 0.54% New 333,084 $3.6M
State of New Jersey Common Pension Fund D 0.01% Add +6.6% 331,388 $3.6M
Squarepoint Ops LLC 0.01% New 331,189 $3.6M
Public Employees Retirement System of Ohio 0.01% Add +1.5% 326,589 $3.6M
Two Sigma Investments, LP 0.00% New 325,899 $3.6M
Parallax Volatility Advisers, L.P. 0.16% Add +12.2% 321,861 $3.5M
Worldquant Millennium Advisors LLC 0.01% New 317,699 $3.5M
Arizona State Retirement System 0.02% Add +5.2% 309,935 $3.4M
Waterloo Capital, L.P. 0.19% Add +2.0% 307,936 $3.4M
Kestra Advisory Services, LLC 0.01% Reduce -2.0% 293,745 $3.2M
Sei Investments Co. 0.00% Reduce -38.1% 292,414 $3.2M
Transcend Capital Advisors, LLC 0.21% Reduce -8.1% 291,302 $3.2M
Allspring Global Investments Holdings, LLC 0.00% Reduce -22.9% 290,842 $3.1M
Ethic Inc. 0.04% Add +6.5% 287,317 $3.1M
HUB Investment Partners, LLC 0.06% Reduce -28.0% 282,906 $3.1M
Vanguard Investments Australia, Ltd. 0.01% No change 272,338 $3.0M
Advisory Services Network, LLC 0.03% Add +3.8% 267,458 $2.9M
Sowell Financial Services LLC 0.10% Add +28.4% 266,943 $2.9M
Voloridge Investment Management, LLC 0.01% Add +75.9% 264,718 $2.9M
GraniteShares Advisors LLC 1.81% Add +15.1% 257,910 $2.8M
KLP Kapitalforvaltning As 0.01% Add +7.8% 254,400 $2.8M
Savvy Advisors, Inc. 0.06% Add +176.6% 252,428 $2.8M
Pathstone Holdings, LLC 0.01% Reduce -0.8% 241,366 $2.7M
Kovack Advisors, Inc. 0.13% Add +1.9% 244,923 $2.6M
US Bancorp \de 0.00% Add +0.7% 236,553 $2.6M
Picton Mahoney Asset Management 0.02% Add +43.8% 231,212 $2.5M
RBF Capital, LLC 0.10% No change 230,000 $2.5M
SummitTX Capital, L.P. 0.07% Add +2.3% 228,879 $2.5M
Nisa Investment Advisors, LLC 0.01% Reduce -15.0% 224,290 $2.5M
Russell Investments Group, Ltd. 0.00% Add +4.3% 226,255 $2.5M
Pekin Hardy Strauss, Inc. 0.22% Add +1.1% 224,938 $2.5M
CIBC Bancorp USA Inc. 0.00% Reduce -13.7% 224,658 $2.4M
Hollencrest Capital Management 0.16% No change 220,800 $2.4M
Balefire, LLC 0.39% Add +1.8% 220,312 $2.4M
Simplicity Wealth,LLC 0.08% Reduce -4.6% 213,483 $2.3M
Mitsubishi UFJ Trust & Banking Corp 0.01% New 209,283 $2.3M
&partners 0.01% Add +51.2% 203,193 $2.2M
Millennium Management 0.00% Reduce -96.0% 202,880 $2.2M
Private Advisor Group, LLC 0.01% Reduce -14.9% 201,448 $2.2M
Freestone Grove Partners LP 0.01% New 201,433 $2.2M
NEOS Investment Management LLC 0.01% Add +16.4% 198,802 $2.2M
Bramshill Investments, LLC 0.16% Add +1.2% 196,596 $2.1M
SeaCrest Wealth Management, LLC 0.23% Add +20.1% 193,704 $2.1M
Cozad Asset Management Inc. 0.14% Add +9.4% 191,895 $2.1M
Summit Financial, LLC 0.02% Reduce -0.8% 187,163 $2.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -3.5% 188,377 $2.1M
American Assets Investment Management, LLC 0.12% No change 80,000 $2.0M
Steward Partners Investment Advisory, LLC 0.01% Reduce -0.4% 185,677 $2.0M
Virtu Financial LLC 0.06% Add +247.9% 181,186 $2.0M
Beacon Pointe Advisors, LLC 0.01% Add +7.3% 180,036 $2.0M
Continuum Advisory, LLC 0.16% Add +6.0% 179,446 $2.0M
Brevan Howard Capital Management LP 0.03% Add +4.0% 178,499 $1.9M
WESPAC Advisors SoCal, LLC 0.35% Add +105.5% 177,869 $1.9M
Pictet Asset Management Holding SA 0.00% Add +3.3% 177,858 $1.9M
Amundi 0.00% Reduce -11.3% 175,214 $1.9M
Utah Retirement Systems 0.02% Reduce -3.3% 173,932 $1.9M
Penserra Capital Management LLC 0.01% Add +3.9% 172,543 $1.9M
Franklin Resources Inc. 0.00% Reduce -41.5% 172,057 $1.9M
Caprock Group, LLC 0.04% Reduce -10.0% 168,138 $1.9M
Innova Wealth Partners 0.73% Add +8.9% 161,244 $1.8M
Havemeyer Place LP 0.17% New 158,942 $1.7M
Astoria Portfolio Advisors LLC. 0.29% Add +1.6% 158,075 $1.7M
Fortitude Financial, LLC 1.53% Reduce -0.7% 156,548 $1.7M
Deutsche Bank AG 0.00% Add +11.3% 150,886 $1.6M
Founders Financial Alliance, LLC 0.22% Add +6.4% 149,595 $1.6M
AlphaCore Capital LLC 0.03% Add +34.3% 145,660 $1.6M
Teacher Retirement System of Texas 0.00% Add +3.9% 145,586 $1.6M
NewEdge Advisors, LLC 0.00% Add +13.3% 144,788 $1.6M
New York Life Investment Management LLC 0.01% Add +7.0% 143,405 $1.6M
CANADA LIFE ASSURANCE Co 0.00% Add +0.8% 140,594 $1.5M
Cannell & Spears LLC 0.03% Reduce 0.0% 139,056 $1.5M
Norden Group LLC 0.12% Add +21.8% 135,967 $1.5M
HBK Sorce Advisory LLC 0.03% Reduce -0.2% 138,590 $1.5M
Cooper Financial Group 0.12% Reduce -17.2% 132,397 $1.4M
Nordea Investment Management AB 0.00% New 130,845 $1.4M
Inceptionr LLC 0.35% Add +258.1% 129,341 $1.4M
Group One Trading LLC 0.04% Reduce -52.6% 125,241 $1.4M
HighTower Advisors, LLC 0.00% Reduce -24.2% 121,450 $1.3M
Sullivan Wood Capital Management LLC 1.81% Add +4.8% 119,900 $1.3M
Odyssean, LLC 0.21% New 120,735 $1.3M
Caption Management, LLC 0.05% Reduce -43.9% 120,000 $1.3M
Voya Investment Management LLC 0.00% Add +46.0% 117,682 $1.3M
Collar Capital Management, LLC 0.75% Add +2.5% 117,260 $1.3M
Simplify Asset Management Inc. 0.02% Add +11.6% 115,485 $1.3M
Sigma Planning Corp 0.03% Reduce -3.0% 114,189 $1.2M
Independent Advisor Alliance 0.03% Add +8.5% 111,152 $1.2M
Wealthspire Advisors, LLC 0.01% Reduce -0.0% 110,853 $1.2M
Principal Securities, Inc. 0.01% Reduce -18.0% 107,929 $1.2M
Guidance Capital, Inc. 0.25% Add +14.8% 102,335 $1.2M
Headlands Technologies LLC 0.12% New 106,330 $1.2M
Allworth Financial LP 0.00% Reduce -14.1% 104,574 $1.1M
Park Avenue Securities LLC 0.01% New 103,427 $1.1M
Prospera Financial Services Inc 0.02% Add +16.8% 102,821 $1.1M
Gotham Asset Management 0.00% Add +5.2% 101,517 $1.1M
Cornerstone Select Advisors, LLC 0.46% Add +11.3% 101,142 $1.1M
Public Employees Retirement Association of Colorado 0.00% No change 100,510 $1.1M
Integrated Advisors Network LLC 0.05% New 99,232 $1.1M
Jefferies Financial Group Inc. 0.01% Reduce -21.5% 99,205 $1.1M
Waterfront Wealth Inc. 0.17% Add +0.5% 95,947 $1.1M
Integrated Investment Consultants, LLC 0.21% Reduce -0.0% 97,555 $1.1M
Dynamic Technology Lab Private Ltd 0.24% Add +36.6% 97,199 $1.1M
GoalVest Advisory LLC 0.20% Add +3855.5% 96,949 $1.1M
Corient Private Wealth LP 0.00% Reduce -43.3% 95,002 $1.0M
FORA Capital, LLC 0.07% Reduce -57.8% 95,046 $1.0M
Sage Mountain Advisors LLC 0.06% No change 94,702 $1.0M
Steadtrust LLC 0.52% Add +6.8% 94,592 $1.0M
Captrust Financial Advisors 0.00% Reduce -3.5% 93,933 $1.0M
Wiregrass Investment Management LLC 0.68% Add +3.5% 91,910 $1.0M
Global Wealth Management Investment Advisory, Inc. 0.14% New 91,432 $997K
Stratos Wealth Partners, LTD. 0.01% Add +13.0% 91,107 $993K
Ameritas Advisory Services, LLC 0.02% Add +182.0% 90,513 $987K
Regal Investment Advisors LLC 0.05% Add +15.0% 90,191 $983K
Greenland Capital Management LP 0.21% Add +3.3% 90,000 $981K
Xponance LLC 0.01% Add +3.2% 88,473 $964K
Bank of Montreal 0.00% Add +25.7% 88,035 $960K
Federation des caisses Desjardins du Quebec 0.00% Add +13.8% 87,418 $953K
Arkadios Wealth Advisors 0.01% Reduce -8.4% 86,499 $943K
Quantitative Investment Management, LLC 0.10% Reduce -16.4% 86,261 $940K
Diversify Advisory Services, LLC 0.02% Add +10.1% 87,741 $934K
Diversify Wealth Management, LLC 0.02% Add +7.4% 87,741 $934K
Stonebridge Financial Group, LLC 0.13% — 83,557 $920K
Nicholas Hoffman & Company, LLC. 0.02% Reduce -2.1% 80,543 $878K
Cerity Partners LLC 0.00% Add +20.7% 80,123 $873K
Frank, Rimerman Advisors LLC 0.05% Reduce -43.4% 79,983 $872K
Marshall Wace, LLP 0.00% Reduce -88.2% 79,354 $865K
Vision Financial Markets LLC 0.75% Add +3.7% 79,100 $862K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -24.5% 78,955 $861K
Main Street Financial Solutions, LLC 0.06% Reduce -14.0% 78,822 $859K
Kingsview Wealth Management, LLC 0.01% Add +27.4% 78,526 $856K
Guggenheim Capital LLC 0.01% Reduce -37.5% 78,106 $851K
Gsa Capital Partners LLP 0.05% Add +5.0% 77,694 $847K
Sanctuary Advisors, LLC 0.00% Reduce -3.7% 76,950 $839K
Howard Financial Services, LTD. 0.08% Add +2.6% 76,372 $832K
Swiss Life Asset Management Ltd 0.00% Add +14.4% 76,206 $831K
Catalyst Funds Management Pty Ltd 0.05% Reduce -8.4% 75,875 $827K
Harbour Investments, Inc. 0.01% Add +1.3% 75,826 $827K
Lighthouse Investment Partners, LLC 0.03% Reduce -73.7% 75,630 $824K
Spinnaker Investment Group, LLC 0.13% Add +1.4% 75,595 $824K
Brookstone Capital Management 0.01% Add +25.8% 75,427 $822K
Wedmont Private Capital 0.02% Add +1.4% 73,805 $821K
MAI Capital Management 0.00% Add +4.5% 74,390 $811K
LexAurum Advisors, LLC 0.09% Add +32.6% 74,314 $810K
Ensign Peak Advisors, Inc 0.00% Add +6.8% 74,198 $809K
Jackson Thornton Wealth Management, LLC 0.06% New 73,861 $805K
Lido Advisors, LLC 0.00% Reduce -5.1% 72,886 $804K
SCS Capital Management LLC 0.01% Reduce -4.2% 72,855 $794K
Equitable Holdings, Inc. 0.00% Reduce -2.6% 72,812 $794K
Triumph Capital Management 0.14% Add +8.6% 72,006 $785K
Krilogy Financial LLC 0.02% No change 71,828 $783K
Kestra Private Wealth Services, LLC 0.01% Add +1.1% 71,590 $780K
Kingswood Wealth Advisors, LLC 0.03% Add +7.8% 71,378 $778K
Elo Mutual Pension Insurance Co 0.01% Add +60.7% 71,275 $777K
Fortitude Advisory Group L.L.C. 0.30% Reduce -19.2% 71,081 $775K
Intrua Financial, LLC 0.07% Add +4.9% 70,685 $770K
Wedbush Securities Inc. 0.02% Reduce -9.0% 70,476 $768K
Parallel Advisors, LLC 0.01% Add +37.9% 66,579 $726K
Maryland State Retirement & Pension System 0.01% Add +27.2% 65,944 $719K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -5.5% 65,762 $717K
Firethorn Wealth Partners, LLC 0.23% Reduce -11.0% 65,665 $716K
NewEdge Wealth, LLC 0.01% Add +6.5% 65,584 $715K
Global Assets Advisory, LLC 0.16% Add +1.9% 65,768 $712K
Larson Financial Group LLC 0.02% Add +9.1% 64,534 $703K
Compound Planning, Inc. 0.02% Add +62.4% 64,101 $699K
EntryPoint Capital, LLC 0.17% New 63,577 $693K
Barclays PLC 0.00% Reduce -86.5% 62,860 $685K
Redhawk Wealth Advisors, Inc. 0.07% Add +0.4% 62,000 $676K
Fisher Asset Management 0.00% New 60,754 $662K
WINTON GROUP Ltd 0.02% Add +254.4% 60,600 $661K
VPR Management LLC 0.26% No change 60,000 $654K
Integrity Alliance, Llc. 0.02% Add +0.8% 59,532 $649K
Jones Financial Companies LLLP 0.00% Add +31.0% 58,777 $641K
Lecap Asset Management Ltd. 0.27% Add +35.9% 58,765 $641K
Mount Lucas Management LP 0.23% Add +3.3% 58,559 $638K
Inspire Investing, LLC 0.03% New 57,938 $632K
Madison Wealth Partners, Inc 0.08% Reduce -0.6% 57,782 $630K
IFP Advisors, Inc 0.01% Add +135.5% 57,505 $627K
Sterling Capital Management LLC 0.01% Add +52.7% 56,970 $621K
IFG Advisory, LLC 0.02% Add +458.8% 55,882 $609K
Yousif Capital Management, LLC 0.01% Add +4.9% 55,711 $607K
Truist Financial Corp. 0.00% Add +24.6% 54,881 $598K
Pinion Investment Advisors, LLC 0.11% New 54,761 $597K
Triton Wealth Management, PLLC 0.18% Reduce -11.8% 53,593 $586K
Westend Capital Management, LLC 0.13% No change 51,776 $564K
Amalgamated Bank 0.00% Reduce -12.5% 51,780 $564K
Bleakley Financial Group, LLC 0.01% New 51,441 $561K
Parisi Gray Wealth Management 0.11% Add +0.0% 50,429 $550K
National Bank of Canada 0.00% Reduce -3.9% 50,335 $548K
Carmignac Gestion 0.01% New 49,928 $544K
Warren Street Wealth Advisors, LLC 0.12% Add +19.3% 49,630 $541K
Cane Capital Partners, LLC 0.22% Reduce -1.8% 49,384 $538K
StoneX Group Inc. 0.02% Add +15.3% 48,713 $536K
DoubleLine ETF Adviser LP 0.22% Reduce -11.6% 49,123 $535K
WJ Financial Advisors LLC 0.39% Reduce -2.5% 49,103 $535K
Centaurus Financial, Inc. 0.02% No change 48,033 $524K
Significant Wealth Partners LLC 0.56% Reduce -0.3% 47,774 $521K
DNB Asset Management AS 0.00% No change 47,596 $519K
Benjamin Edwards Inc. 0.00% Add +133.3% 46,219 $504K
First Foundation Advisors 0.02% No change 45,946 $501K
Prudential Financial Inc. 0.00% Reduce -2.5% 45,580 $497K
Two Sigma Securities, LLC 0.04% Reduce -19.3% 44,937 $490K
Strategic Financial Concepts, LLC 0.15% Reduce -2.9% 44,842 $489K
Orion Porfolio Solutions, LLC 0.00% Reduce -3.7% 44,232 $482K
Nomura Holdings Inc. 0.00% New 44,026 $480K
Keybank National Association 0.00% Reduce -19.9% 43,813 $478K
Samalin Investment Counsel, LLC 0.15% Reduce -21.4% 43,155 $470K
M&T Bank Corp 0.00% Add +25.4% 43,092 $470K
Infrastructure Capital Advisors, LLC 0.06% Add +1.9% 42,881 $467K
VestGen Advisors, LLC 0.01% Add +29.2% 42,861 $467K
Abel Hall, LLC 0.08% Add +2.3% 42,574 $464K
Key Client Fiduciary Advisors, LLC 0.13% Add +17.2% 41,853 $456K
Dynamic Advisor Solutions LLC 0.01% Reduce -2.0% 41,821 $456K
Washington Trust Bank 0.03% No change 41,700 $455K
Intech Investment Management LLC 0.00% Reduce -21.3% 41,637 $454K
Fermata Advisors, LLC 0.09% Reduce -25.0% 41,604 $453K
Integrated Wealth Concepts LLC 0.00% Add +3.4% 41,234 $449K
Ferguson Wellman Capital Management, Inc. 0.01% Add +17.3% 41,039 $447K
Avestar Capital, LLC 0.03% New 41,000 $447K
Kingstone Capital Partners Texas, LLC 0.24% Add +17.6% 40,810 $445K
Apollon Wealth Management, LLC 0.01% Add +25.4% 40,638 $443K
Bridgefront Capital, LLC 0.12% New 40,627 $443K
Maridea Wealth Management LLC 0.05% Add +73.6% 40,387 $440K
Aster Capital Management (DIFC) Ltd 0.09% Add +1890.7% 40,052 $437K
Global Retirement Partners, LLC 0.01% — 39,897 $435K
Stephens Inc. 0.00% Add +1.1% 39,649 $432K
Praxis Investment Management Inc. 0.02% No change 39,508 $431K
Signature Estate & Investment Advisors LLC 0.01% Add +6.3% 39,525 $431K
Signal Advisors Wealth, LLC 0.02% Add +3.3% 39,414 $430K
Clearstead Advisors, LLC 0.00% Add +2017.9% 38,991 $425K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -1.9% 38,648 $421K
Oppenheimer & Co. Inc. 0.00% Add +0.1% 37,671 $411K
Genesis Wealth Advisors, LLC 0.24% No change 37,279 $406K
Farther Finance Advisors, LLC 0.00% Reduce -63.6% 36,947 $403K
VestGen Investment Management 0.21% Add +56.2% 36,573 $399K
Blair William & Co. 0.00% Reduce -10.1% 36,245 $395K
Legacy Capital Wealth Partners, LLC 0.07% Reduce -1.4% 35,875 $391K
Advisortrust Partners, LLC 0.13% Add +5.5% 35,408 $386K
CIBC Asset Management Inc 0.00% Add +8.1% 35,235 $384K
D.A. Davidson & Co. 0.00% Reduce -10.0% 35,031 $382K
LaSalle St. Investment Advisors, LLC 0.05% No change 34,748 $379K
Lifestyle Asset Management, Inc. 0.10% Add +98.5% 34,522 $376K
Prime Capital Investment Advisors, LLC 0.00% Add +1.1% 34,258 $373K
Baker Avenue Asset Management, LP 0.01% Add +1.1% 34,236 $373K
Choreo, LLC 0.00% Add +76.8% 33,950 $370K
New Wave Wealth Advisors LLC 0.10% Add +43.6% 33,556 $370K
HSBC Holdings PLC 0.00% Reduce -50.5% 33,204 $362K
Curi Capital, LLC 0.01% Add +4.0% 33,263 $362K
Howland Capital Management LLC 0.01% No change 32,768 $361K
HORAN Wealth, LLC 0.04% Add +24.3% 33,021 $360K
Symphony Financial, Ltd. Co. 0.04% Reduce -20.1% 32,994 $359K
North Dakota State Investment Board 0.01% Add +5.0% 32,888 $358K
Vident Advisory, LLC 0.00% Add +23.3% 32,750 $357K
Magnus Financial Group LLC 0.03% Reduce -2.5% 32,712 $357K
J.M. Arbour, LLC 0.30% Add +32.7% 32,412 $353K
Summit Trail Advisors, LLC 0.00% Add +2.0% 32,093 $350K
Castleview Partners, LLC 0.15% Add +10.7% 31,612 $345K
Everest Financial Group LLC 0.05% No change 31,200 $340K
Atria Investments, Inc 0.00% Add +52.0% 31,085 $339K
Nykredit A/S 0.00% — 31,032 $338K
Compass Financial Group, INC 0.04% No change 30,814 $336K
Nwam LLC 0.02% Add +11.5% 30,658 $334K
Angel Oak Capital Advisors, LLC 0.42% No change 30,500 $332K
Mutual Advisors, LLC 0.01% Reduce -1.5% 30,317 $330K
Gentry Private Wealth, LLC 0.17% New 29,943 $326K
Wealthfront Advisers LLC 0.00% New 29,792 $325K
Lazari Capital Management, Inc. 0.10% Add +18.3% 29,705 $324K
United Capital Financial Advisors, LLC 0.00% Reduce -48.4% 29,234 $319K
Insigneo Advisory Services, LLC 0.01% Reduce -1.8% 28,884 $315K
Aspen Wealth Strategies, LLC 0.15% No change 28,720 $313K
iA Global Asset Management Inc. 0.00% New 28,739 $313K
Armstrong Advisory Group, Inc. 0.02% Add +0.1% 28,490 $311K
Level Four Advisory Services, LLC 0.01% Add +151.2% 28,457 $310K
Composition Wealth, LLC 0.00% Add +59.6% 27,446 $299K
Joel Isaacson & Co., LLC 0.01% Add +4.1% 27,367 $298K
Evolve Private Wealth, LLC 0.02% New 27,022 $297K
DV Trading LLC 0.02% New 27,100 $295K
Cibc World Market Inc. 0.00% Add +8.3% 26,522 $289K
Keystone Financial Group 0.02% No change 26,450 $288K
DRW Securities, LLC 0.02% Reduce -57.9% 26,207 $286K
DDD Partners, LLC 0.02% Reduce -39.5% 26,183 $285K
TRB Wealth Management, LLC 0.04% Reduce -13.9% 26,110 $285K
Attessa Capital LLC 0.13% New 26,005 $283K
Gilman Hill Asset Management, LLC 0.04% No change 26,000 $283K
Signaturefd, LLC 0.00% Add +13.1% 25,610 $279K
Savant Capital, LLC 0.00% Add +145.7% 25,402 $276K
Wealthcare Advisory Partners LLC 0.01% Reduce -22.9% 25,024 $273K
Front Row Advisors LLC 0.08% No change 25,000 $272K
Gateway Investment Advisers LLC 0.00% Add +1.7% 24,970 $272K
Meeder Advisory Services, Inc. 0.01% Reduce -9.0% 24,804 $270K
Allianz Asset Management GmbH 0.00% Add +15.3% 24,095 $263K
Geneos Wealth Management Inc. 0.01% No change 24,004 $262K
Avantax Planning Partners, Inc. 0.01% Reduce -10.9% 23,908 $261K
New Age Alpha Advisors, LLC 0.01% New 23,906 $261K
Fiduciary Alliance LLC 0.02% Reduce -6.4% 23,611 $257K
AA Financial Advisors, LLC 0.03% No change 23,091 $252K
Mgo One Seven LLC 0.00% Reduce -1.0% 22,872 $249K
Ellevest, Inc. 0.03% Reduce -17.1% 22,765 $248K
Portside Wealth Group, LLC 0.03% Reduce -12.4% 22,550 $246K
Creative Financial Designs Inc. 0.01% Add +28.8% 22,386 $244K
OneDigital Investment Advisors LLC 0.00% Add +1.9% 22,347 $244K
180 Wealth Advisors, LLC 0.02% Add +0.2% 22,101 $241K
Eurizon Capital SGR S.p.A. 0.00% Reduce -54.7% 21,819 $239K
Eight 31 Financial, LLC 0.14% Add +27.2% 21,906 $239K
Redwood Investment Management, LLC 0.02% Add +3.5% 21,578 $235K
Vise Technologies, Inc. 0.00% Reduce -12.9% 21,487 $234K
Permanent Capital Management, LP 0.03% Add +88.4% 21,060 $232K
Davidson Trust Co. 0.09% Reduce -9.0% 21,241 $232K
Southland Equity Partners LLC 0.04% No change 21,186 $231K
Sagewood Asset Management LP 0.05% Add +10.9% 21,150 $231K
NorthCrest Asset Manangement, LLC 0.01% New 20,360 $225K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -11.9% 20,675 $225K
Register Financial Advisors LLC 0.07% No change 20,500 $223K
Winch Advisory Services, LLC 0.05% Add +0.9% 20,289 $221K
IHT Wealth Management, LLC 0.00% Reduce -4.3% 19,946 $217K
Frisch Financial Group, Inc. 0.04% No change 19,555 $215K
Insight Advisors, LLC/ PA 0.04% Reduce -2.9% 19,575 $213K
Visionary Wealth Advisors 0.01% Add +0.1% 19,549 $213K
PNC Financial Services Group, Inc. 0.00% Add +0.8% 19,452 $212K
Shulman DeMeo Asset Management LLC 0.04% Reduce -11.4% 19,399 $211K
Brighton Jones LLC 0.00% Add +10.1% 19,373 $211K
Navigation Group, LLC 0.04% Add +2.2% 19,299 $210K
AE Wealth Management LLC 0.00% Reduce -4.3% 19,216 $209K
EP Wealth Advisors, LLC 0.00% Add +52.0% 19,136 $209K
Coppell Advisory Solutions LLC 0.02% New 1,092 $208K
Acorn Wealth Advisors, LLC 0.05% Add +8.4% 19,101 $208K
HB Wealth Management, LLC 0.00% Reduce -36.5% 19,048 $208K
Aptus Capital Advisors, LLC 0.00% Reduce -0.5% 19,039 $208K
Bluespring Wealth Management, LLC 0.00% New 19,012 $207K
O'shaughnessy Asset Management, LLC 0.00% Reduce -14.4% 18,996 $207K
Financial Gravity Companies, Inc. 0.03% — 18,760 $204K
MetLife Investment Management, LLC 0.00% Add +3.1% 18,698 $204K
Paragon Capital Management Ltd 0.04% Reduce -8.8% 18,537 $202K
Waverly Advisors, LLC 0.00% Reduce -9.2% 18,365 $200K
Dynasty Wealth Management, LLC 0.00% New 18,326 $200K
Cary Street Partners Financial LLC 0.00% Add +0.3% 18,238 $199K
WealthTrust Axiom LLC 0.04% Reduce -2.7% 18,200 $198K
Private Trust Co. NA 0.02% Reduce -23.0% 18,172 $198K
Collaborative Wealth Managment Inc. 0.08% No change 18,090 $197K
O'ROURKE & COMPANY, Inc 0.07% Add +1.1% 18,070 $197K
WoodTrust Financial Corp 0.02% Add +12.5% 18,000 $196K
Weaver Consulting Group 0.04% Reduce -0.8% 17,848 $195K
Mitchell McLeod Pugh & Williams Inc. 0.02% New 17,816 $194K
Lanark Financial, Inc. 0.01% Add +11.9% 17,687 $193K
Value Investment Professionals, LLC 0.16% Add +3.4% 17,667 $193K
one8zero8, LLC 0.04% Add +1.7% 17,600 $192K
TCP Asset Management, LLC 0.02% Reduce -32.8% 17,585 $192K
Planning Directions Inc. 0.09% Add +0.2% 17,516 $191K
Traynor Capital Management, Inc. 0.01% Add +4.5% 17,277 $188K
Engineers Gate Manager LP 0.00% Reduce -92.6% 17,242 $188K
Navis Wealth Advisors, LLC 0.07% No change 17,000 $185K
HighPoint Advisor Group LLC 0.01% Reduce -22.1% 16,958 $185K
Mission Wealth Management, LP 0.00% Add +3.8% 16,780 $183K
Post Resch Tallon Group Inc. 0.13% New 16,689 $182K
Regions Financial Corp. 0.00% Add +3.8% 16,600 $181K
Atlas Capital Advisors Inc. 0.02% Reduce -25.1% 16,402 $179K
Almanack Investment Partners, LLC. 0.02% Add +3.4% 16,175 $176K
Covestor Ltd 0.10% Add +224.3% 16,156 $176K
One Charles Private Wealth Services, LLC 0.04% Reduce -0.7% 16,089 $175K
Guardian Wealth Advisors, LLC / NC 0.01% Reduce -0.1% 16,082 $175K
Greenwich Wealth Management LLC 0.01% New 16,021 $175K
Perigon Wealth Management, LLC 0.00% Add +20.5% 15,933 $174K
Valley Brook Capital Group, Inc. 0.10% Add +2.9% 15,800 $172K
BLB&B Advisors, LLC 0.01% Reduce -9.0% 15,750 $172K
Rothschild Wealth LLC 0.01% Reduce -6.6% 15,222 $166K
Indivisible Partners 0.01% New 15,186 $166K
Rogco, LP 0.05% No change 15,000 $164K
PVG Asset Management Corp. 0.09% No change 14,905 $162K
Fidelis Capital Partners, LLC 0.01% Reduce -24.5% 14,777 $161K
Better Way Financial, LLC 0.14% — 14,772 $161K
Hantz Financial Services, Inc. 0.00% Add +51.0% 14,613 $159K
Sage Capital Management, LLC 0.06% No change 14,500 $158K
Parkside Financial Bank & Trust 0.01% Add +6.9% 14,435 $157K
JBR Co Financial Management Inc 0.06% Reduce -30.3% 14,295 $156K
Avior Wealth Management, LLC 0.00% Add +5.8% 14,131 $154K
Vanguard Capital Wealth Advisors 0.10% No change 14,000 $153K
Aegis Wealth Management, Inc. 0.10% No change 13,860 $151K
Diligent Investors, LLC 0.03% Reduce -3.1% 13,744 $150K
NWF Advisory Services Inc. 0.01% Add +8.2% 13,475 $147K
Garden State Investment Advisory Services LLC 0.03% Add +3.0% 13,426 $146K
Baron Wealth Management LLC 0.04% Add +1.5% 13,302 $145K
Ascent Group, LLC 0.00% Add +11.4% 13,233 $144K
BCO Wealth Management LLC 0.08% No change 13,214 $144K
Vaughan David Investments LLC 0.00% New 13,101 $143K
WMG Financial Advisors, LLC 0.05% No change 13,022 $142K
Greenwood Gearhart LLC 0.01% New 12,993 $142K
EverSource Wealth Advisors, LLC 0.00% Reduce -20.5% 12,944 $141K
Valeo Financial Advisors, LLC 0.00% New 12,929 $141K
WealthPLAN Partners, LLC 0.03% Add +0.4% 12,847 $140K
Annex Advisory Services, LLC 0.00% Reduce -76.0% 12,838 $140K
Focus Financial Network, Inc. 0.00% New 12,757 $139K
Dana Investment Advisors, Inc. 0.00% Reduce -12.9% 12,690 $138K
Merit Financial Group, LLC 0.00% New 12,626 $138K
Transamerica Financial Advisors, LLC 0.01% Reduce -16.2% 12,389 $137K
Lane Brothers & Co. Inc. 0.09% New 12,531 $137K
Oakworth Capital, Inc. 0.01% New 12,600 $136K
Jupiter Asset Management Ltd. 0.00% New 12,379 $135K
Principal Financial Group Inc. 0.00% Reduce -59.0% 12,365 $135K
Concurrent Investment Advisors, LLC 0.00% Reduce -8.6% 12,233 $133K
Oder Investment Management, LLC 0.09% New 12,161 $133K
Liberty Atlantic Advisors LLC 0.10% New 12,000 $132K
Avory & Company, LLC 0.16% Add +3.5% 12,094 $132K
Pavaki Capital Management LLC 0.07% No change 12,000 $131K
BTC Capital Management, Inc. 0.01% No change 12,000 $131K
World Investment Advisors 0.00% Reduce -39.0% 12,523 $129K
PFG Advisors 0.01% New 11,752 $128K
Bright Futures Wealth Management, LLC. 0.08% Reduce -0.4% 11,695 $127K
PW Nova Financial Services LLC 0.03% No change 11,565 $126K
GAMMA Investing LLC 0.00% Add +15.9% 11,556 $126K
Talon Private Wealth, LLC 0.01% Add +0.1% 11,511 $125K
Foundations Investment Advisors, LLC 0.00% Reduce -36.4% 11,454 $125K
VSM Wealth Advisory, LLC 0.03% Add +85.1% 11,452 $125K
Ranch Capital Advisors Inc. 0.04% Add +1.5% 11,432 $125K
Optas, LLC 0.02% Add +6.3% 11,354 $124K
WealthPlan Investment Management, LLC 0.01% Reduce -3.4% 11,310 $123K
Liberty Capital Management, Inc. 0.02% — 11,300 $123K
Capital Square, LLC 0.05% Add +2.7% 11,059 $123K
Frec Markets, Inc. 0.01% New 11,286 $123K
J. Safra Sarasin Holding AG 0.00% New 11,281 $123K
Mutual of America Capital Management LLC 0.00% New 11,270 $123K
Financial Engines Advisors L.L.C. 0.00% New 11,170 $122K
AlphaGrep UK Ltd 0.04% Reduce -86.5% 11,055 $121K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.03% Reduce -15.4% 11,000 $120K
TD Private Client Wealth LLC 0.00% Reduce -33.8% 10,988 $120K
Proffitt & Goodson Inc. 0.02% No change 10,976 $120K
MN Wealth Advisors, LLC 0.05% Add +3.5% 10,798 $118K
Beacon Financial Advisory LLC 0.02% Add +1.8% 10,741 $117K
Cora Capital Advisors LLC 0.03% Reduce -0.3% 10,575 $115K
Sequoia Financial Advisors, LLC 0.00% Reduce -55.2% 10,433 $114K
Welch Group, LLC 0.00% Add +3.5% 10,412 $113K
WESPAC Advisors, LLC 0.06% New 10,398 $113K
Daymark Wealth Partners, LLC 0.00% New 10,368 $113K
B. Riley Wealth Advisors, Inc. 0.01% Add +0.2% 10,259 $113K
Van Diest Capital, LLC 0.10% Reduce -15.3% 10,222 $111K
Enterprise Financial Services Corp 0.05% New 10,222 $111K
Modern Wealth Management, LLC 0.00% New 10,089 $110K
Wealth Alliance Advisory Group, LLC 0.02% New 10,083 $110K
Brown Advisory Inc. 0.00% New 10,007 $109K
Quarry Hill Advisors, LLC 0.04% No change 10,000 $109K
AlphaCentric Advisors LLC 0.09% Add +8.6% 9,621 $105K
WealthCollab, LLC 0.04% Add +33.0% 9,586 $104K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -47.5% 9,310 $101K
Summit Securities Group LLC 0.02% Reduce -87.6% 9,000 $98K
Huntington National Bank 0.00% Reduce -13.6% 8,965 $98K
Bruce G. Allen Investments, LLC 0.06% Reduce -0.1% 8,672 $95K
Hazlett, Burt & Watson, Inc. 0.02% No change 8,000 $87K
Solstein Capital, LLC 0.03% Reduce -55.3% 7,819 $85K
Flagship Wealth Advisors, LLC 0.02% New 7,500 $82K
First Community Trust NA 0.04% No change 7,300 $80K
North Star Investment Management Corp. 0.00% Reduce -1.5% 6,800 $74K
MeadowBrook Investment Advisors LLC 0.06% Add +5.0% 2,815 $70K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +166.6% 6,376 $69K
Archer Investment Corp 0.01% Add +28.6% 6,288 $69K
Ameritas Investment Partners, Inc. 0.00% No change 6,000 $65K
Nomura Asset Management Co. Ltd. 0.00% Reduce -58.9% 6,000 $65K
Versant Capital Management, Inc 0.01% Add +259.1% 5,570 $61K
Corsicana & Co. 0.03% New 5,500 $60K
Tower Research Capital LLC (TRC) 0.00% Reduce -90.3% 5,434 $59K
UMB Bank, n.a. 0.00% Add +3.3% 5,239 $57K
Fourth Dimension Wealth, LLC 0.02% No change 5,000 $55K
TD Waterhouse Canada Inc. 0.00% Reduce -12.4% 4,952 $53K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +1.8% 4,846 $53K
Los Angeles Capital Management LLC 0.00% No change 4,753 $52K
Nova Wealth Management, Inc. 0.03% No change 4,671 $51K
Capital Analysts, LLC 0.00% No change 4,472 $49K
Cape Investment Advisory, Inc. 0.01% New 4,318 $47K
Rossby Financial, LCC 0.01% Add +209.6% 4,112 $45K
Spire Wealth Management 0.00% Add +25.6% 3,922 $43K
Financial Life Planners 0.03% Add +3.5% 3,826 $42K
Bogart Wealth, LLC 0.00% No change 3,695 $40K
Crewe Advisors LLC 0.00% Add +49.1% 3,417 $37K
Altshuler Shaham Ltd 0.00% New 3,164 $34K
Bullseye Investment Management, LLC 0.02% No change 3,150 $34K
Ascentis Wealth Management, LLC 0.01% No change 3,127 $34K
Forum Finance Group S.A. 0.01% No change 3,840 $34K
Salem Investment Counselors Inc. 0.00% No change 3,000 $33K
Highline Wealth Partners LLC 0.01% New 3,000 $33K
IMA Advisory Services, Inc. 0.00% New 3,000 $33K
Graney & King, LLC 0.01% Add +3.5% 2,936 $32K
Avion Wealth 0.01% Add +3.4% 2,820 $30K
Security National Bank 0.00% New 2,750 $30K
N.E.W. Advisory Services LLC 0.00% Add +1.1% 2,557 $28K
Osbon Capital Management LLC 0.02% Reduce -99.2% 2,537 $28K
SWAN Capital LLC 0.01% No change 2,500 $27K
MCF Advisors LLC 0.00% Add +254.1% 2,408 $27K
Danske Bank A/S 0.00% No change 2,400 $26K
Assetmark, Inc. 0.00% Add +34.9% 2,368 $26K
Smartleaf Asset Management LLC 0.00% No change 2,342 $26K
Gen-Wealth Partners Inc 0.01% No change 2,355 $26K
Quent Capital, LLC 0.00% Add +235.9% 2,351 $26K
Silver Grove Financial Group, Inc. 0.01% New 2,320 $25K
Delta Asset Management LLC 0.00% New 2,300 $25K
CoreCap Advisors, LLC 0.00% Reduce -18.6% 2,279 $25K
Hilton Head Capital Partners, LLC 0.01% No change 2,100 $23K
Montag A & Associates Inc. 0.00% No change 2,077 $23K
Manning & Napier Advisors LLC 0.00% Add +25.5% 2,037 $22K
Strategic Wealth Partners, Ltd. 0.00% No change 2,030 $22K
Transce3nd, LLC 0.18% Reduce -3.9% 1,836 $20K
Mark Sheptoff Financial Planning, LLC 0.01% No change 1,730 $19K
Gill Capital Partners, LLC 0.00% No change 1,550 $17K
LRI Investments, LLC 0.00% Reduce -71.9% 1,546 $17K
Aventura Private Wealth, LLC 0.01% No change 1,500 $16K
Institute for Wealth Management, LLC. 0.00% New 1,433 $16K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -18.8% 1,396 $15K
CX Institutional 0.00% Add +22.1% 1,397 $15K
Zions Bancorporation, National Association 0.00% No change 1,370 $15K
Trust Co. of Vermont 0.00% — 1,329 $14K
Cary Street Partners Investment Advisory LLC 0.00% Add +661.9% 1,318 $14K
KERR FINANCIAL PLANNING Corp 0.02% Add +2.3% 1,317 $14K
Darwin Wealth Management, LLC 0.00% Add +3.5% 1,277 $14K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 1,200 $13K
Vision Retirement, LLC 0.00% No change 1,183 $13K
Markowski Investments 0.00% — 1,173 $13K
AdvisorNet Financial, Inc 0.00% Reduce -14.8% 1,170 $13K
Salomon & Ludwin, LLC 0.00% No change 1,155 $12K
Caitlin John, LLC 0.01% No change 1,109 $12K
Financial Network Wealth Advisors LLC 0.01% No change 1,106 $12K
SHP Wealth Management 0.00% Add +2293.5% 1,101 $12K
Basepoint Wealth LLC 0.01% Add +3.5% 1,043 $11K
Activest Wealth Management 0.00% Add +1939.2% 1,040 $11K
Peterson Wealth Management 0.01% No change 1,033 $11K
Rothschild Investment LLC 0.00% Reduce -7.8% 912 $10K
Elevation Wealth Partners, LLC 0.00% New 848 $9K
Roble, Belko & Company, Inc 0.00% Reduce -54.5% 813 $9K
Bangor Savings Bank 0.00% New 750 $8K
PlanVest Financial, Inc 0.01% No change 742 $8K
Principia Wealth Advisory, LLC 0.00% Add +535.3% 737 $8K
Bell Investment Advisors, Inc 0.00% Reduce -2.1% 688 $8K
Cullen/Frost Bankers, Inc. 0.00% Add +3.5% 683 $7K
Retirement Wealth Solutions LLC 0.00% Add +70.2% 667 $7K
Wealth Enhancement Trust Services, Inc. 0.00% New 617 $7K
Wolff Wiese Magana LLC 0.00% No change 600 $7K
Private Wealth Management Group, LLC 0.00% New 570 $6K
Godsey & Gibb, Inc. 0.00% No change 540 $6K
JNBA Financial Advisors 0.00% New 539 $6K
Fiduciary Financial Advisors 0.00% New 509 $6K
Signature Equity Partners, LLC 0.00% No change 506 $6K
High Point Wealth Management, LLC 0.00% No change 500 $5K
Key Financial Inc 0.00% Add +461.8% 500 $5K
Atlantic Union Bankshares Corp 0.00% No change 500 $5K
Cornerstone Financial Management LLC 0.00% Add +314.0% 472 $5K
Brown Brothers Harriman & Co. 0.00% No change 469 $5K
Pin Oak Investment Advisors Inc. 0.00% Add +80.0% 450 $5K
Aspect Partners, LLC 0.00% Add +3.6% 347 $4K
Keating Financial Advisory Services, Inc. 0.00% No change 325 $4K
Strategic Investment Solutions, Inc. 0.00% No change 325 $4K
Harbor Investment Advisory, LLC 0.00% No change 301 $3K
Cromwell Holdings LLC 0.00% Add +49.5% 293 $3K
Fifth Third Bancorp 0.00% No change 285 $3K
SJS Investment Consulting Inc. 0.00% New 282 $3K
Tsfg, LLC 0.00% Add +3.5% 236 $3K
Valley National Advisers Inc. 0.00% New 272 $3K
Sachetta, LLC 0.00% Reduce -51.9% 253 $3K
GHP Investment Advisors, Inc. 0.00% Reduce -58.5% 241 $3K
First Command Advisory Services, Inc. 0.00% New 238 $3K
Essential Partners LLC 0.00% Reduce -22.1% 236 $3K
Fortitude Family Office, LLC 0.00% No change 229 $2K
McGuire Capital Advisors Inc. 0.00% Add +1.8% 228 $2K
Cornerstone Planning Group LLC 0.00% Add +46.0% 216 $2K
Decker Retirement Planning Inc. 0.00% Add +3980.0% 204 $2K
Financial Consulate, Inc. 0.00% No change 199 $2K
Glen Eagle Advisors, LLC 0.00% No change 200 $2K
First Horizon Corp. 0.00% New 200 $2K
Bessemer Group Inc. 0.00% No change 210 $2K
American Capital Advisory, LLC 0.00% Add +32.2% 156 $2K
Clearstead Trust, LLC 0.00% No change 145 $2K
Mountain Hill Investment Partners Corp. 0.00% Add +3.9% 133 $1K
Planning Strategies Inc. 0.00% — 122 $1K
Brown, Lisle/Cummings, Inc. 0.00% New 122 $1K
Quest 10 Wealth Builders, Inc. 0.00% Reduce -2.5% 119 $1K
CENTRAL TRUST Co 0.00% New 114 $1K
Key Capital Management, INC 0.00% No change 109 $1K
Capital Advisors, Ltd. LLC 0.00% No change 98 $1K
Fortis Group Advisors, LLC 0.00% No change 85 $927
Stone House Investment Management, LLC 0.00% Add +175.0% 77 $839
MV Capital Management, Inc. 0.00% Add +173.1% 71 $774
Highland Investment Advisors LLC 0.00% — 69 $757
Ameriflex Group, Inc. 0.00% No change 60 $654
True Wealth Design, LLC 0.00% No change 57 $622
Hughes Financial Services, LLC 0.00% Add +188.9% 52 $567
Raffa Wealth Management, LLC 0.00% No change 47 $512
Torren Management, LLC 0.00% No change 45 $491
Synergy Investment Management, LLC 0.00% New 36 $392
Asset Dedication, LLC 0.00% New 32 $349
JFS Wealth Advisors, LLC 0.00% New 29 $320
NBT Bank, N.A. 0.00% Reduce -89.2% 29 $316
Harbor Asset Planning, Inc. 0.00% No change 28 $302
Mather Group, Llc. 0.00% No change 27 $297
Plante Moran Financial Advisors, LLC 0.00% New 27 $294
Pension & Wealth Management Advisors, Inc. 0.00% No change 25 $273
Dunhill Financial, LLC 0.00% No change 21 $231
Medallion Wealth Advisors, LLC 0.00% New 19 $207
Bartlett & Co. Wealth Management LLC 0.00% No change 14 $154
DecisionPoint Financial, LLC 0.00% No change 14 $152
Quaker Wealth Management, LLC 0.00% Reduce -63.6% 8 $88
Center for Financial Planning, Inc. 0.00% No change 3 $33

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