Assured GuarantyAGO
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 324 institutions reported holding Assured Guaranty Ltd. (AGO) in their 13F filings, down 7 from Q1 2024. 43 opened new positions and 51 sold out. The largest holders were BlackRock Inc. ($511.1M), Vanguard Group Inc. ($510.1M) and Wellington Management Group LLP ($382.9M). 8 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Assured Guaranty Ltd.
- CUSIP
- G0585R106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $50.5M |
| Exits | 51 | $49.0M |
All 13F filers, Q1 2024 → Q2 2024: 3,701,401 shares bought and 5,576,759 shares sold, net −1,875,358 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 324 holders
| BlackRock Inc. | 0.01% | Reduce -5.3% | 6,625,224 | $511.1M |
| Vanguard Group Inc. | 0.01% | Add +0.6% | 6,611,336 | $510.1M |
| Wellington Management Group LLP | 0.07% | Reduce -0.6% | 4,963,181 | $382.9M |
| Dimensional Fund Advisors LP | 0.08% | Reduce -0.6% | 4,212,299 | $325.0M |
| State Street Corp. | 0.01% | Reduce -4.1% | 1,938,949 | $149.6M |
| Fuller & Thaler Asset Management, Inc. | 0.38% | Add +24.3% | 1,144,531 | $88.3M |
| Principal Financial Group Inc. | 0.04% | Reduce -9.2% | 923,462 | $71.2M |
| Reinhart Partners, Llc. | 2.91% | Add +1.8% | 906,644 | $69.9M |
| Royce & Associates LP | 0.63% | Add +18.6% | 866,823 | $66.9M |
| Geode Capital Management, LLC | 0.01% | Add +0.9% | 844,851 | $65.2M |
| Citadel Advisors | 0.06% | Reduce -56.1% | 765,333 | $59.0M |
| Morgan Stanley | 0.00% | Add +16.9% | 744,515 | $57.4M |
| American Century Companies Inc. | 0.03% | Add +37.4% | 678,182 | $52.3M |
| AQR Capital Management | 0.08% | Add +82.6% | 662,354 | $51.1M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Reduce -29.3% | 643,526 | $49.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -13.1% | 642,754 | $49.6M |
| Brown Advisory Inc. | 0.06% | Add +0.6% | 640,133 | $49.4M |
| Boston Partners | 0.06% | Reduce -5.1% | 622,741 | $48.4M |
| Norges Bank | 0.01% | Reduce -4.4% | 584,576 | $45.1M |
| Franklin Resources Inc. | 0.01% | Reduce -5.2% | 504,919 | $39.0M |
| Northern Trust Corp. | 0.01% | Add +2.9% | 495,162 | $38.2M |
| Invesco Ltd. | 0.01% | Reduce -1.9% | 488,802 | $37.7M |
| Ameriprise Financial Inc. | 0.01% | Add +19.3% | 442,958 | $34.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.8% | 442,772 | $34.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +14.7% | 432,334 | $33.4M |
| Allianz Asset Management GmbH | 0.05% | Add +1789.9% | 425,695 | $32.8M |
| Philadelphia Financial Management of San Francisco, LLC | 6.80% | Add +72.1% | 378,542 | $29.2M |
| Amundi | 0.01% | Add +564.5% | 303,368 | $23.7M |
| Kahn Brothers Group Inc. | 3.90% | Reduce -69.0% | 301,087 | $23.2M |
| Pine Valley Investments Ltd Liability Co | 1.72% | No change | 301,062 | $23.2M |
| LRI Investments, LLC | 2.57% | Add +3.5% | 292,867 | $22.6M |
| BNP Paribas Financial Markets | 0.02% | Add +373.5% | 288,066 | $22.2M |
| Victory Capital Management Inc. | 0.02% | Add +2.3% | 285,191 | $22.0M |
| Qube Research & Technologies Ltd | 0.04% | Add +156.6% | 272,743 | $21.0M |
| Marshall Wace, LLP | 0.03% | Reduce -70.2% | 271,229 | $20.9M |
| First Trust Advisors LP | 0.02% | Add +4.9% | 255,515 | $19.7M |
| Long Focus Capital Management, LLC | 2.04% | Add +6.3% | 255,000 | $19.7M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -21.8% | 220,733 | $17.0M |
| Bank of America Corp. | 0.00% | Reduce -10.2% | 217,117 | $16.8M |
| Clearbridge Investments, LLC | 0.01% | Reduce -2.1% | 190,766 | $14.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -28.3% | 180,750 | $13.9M |
| Jane Street Group, LLC | 0.01% | Reduce -76.4% | 175,624 | $13.5M |
| Eagle Asset Management Inc. | 0.07% | Add +8.9% | 170,578 | $13.3M |
| Legal & General Group Plc | 0.00% | Reduce -9.8% | 171,644 | $13.2M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Add +13.1% | 154,435 | $11.9M |
| Brandywine Global Investment Management, LLC | 0.09% | Reduce -4.6% | 152,486 | $11.8M |
| Man Group plc | 0.03% | Add +25.5% | 150,050 | $11.6M |
| Cambria Investment Management, L.P. | 0.70% | Add +6.4% | 148,585 | $11.5M |
| Gotham Asset Management | 0.14% | Add +63.0% | 141,798 | $10.9M |
| Goldentree Asset Management LP | 0.93% | New | 137,252 | $10.6M |
| Raymond James & Associates | 0.01% | Reduce -5.6% | 132,553 | $10.2M |
| Rhumbline Advisers | 0.01% | Reduce -6.7% | 132,197 | $10.2M |
| Millennium Management | 0.01% | Add +293.6% | 126,673 | $9.8M |
| Wells Fargo & Company | 0.00% | Reduce -10.2% | 124,144 | $9.6M |
| California Public Employees Retirement System | 0.01% | Add +1.7% | 118,691 | $9.2M |
| Public Sector Pension Investment Board | 0.06% | Add +2.1% | 113,798 | $8.8M |
| FMR LLC | 0.00% | Add +24.7% | 111,664 | $8.6M |
| HRT Financial LP | 0.05% | New | 108,384 | $8.4M |
| Swiss National Bank | 0.01% | Reduce -3.4% | 103,700 | $8.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -10.2% | 101,900 | $7.9M |
| Alliancebernstein L.P. | 0.00% | Add +44.9% | 94,431 | $7.3M |
| D. E. Shaw & Co. | 0.01% | Reduce -5.3% | 91,387 | $7.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +0.0% | 86,015 | $6.6M |
| Sei Investments Co. | 0.01% | Add +106.0% | 82,937 | $6.4M |
| Cerity Partners LLC | 0.02% | Reduce -82.7% | 82,039 | $6.3M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -35.9% | 79,755 | $6.2M |
| Schroder Investment Management Group | 0.01% | Reduce -50.3% | 75,330 | $5.8M |
| Bridgewater Associates | 0.03% | New | 71,230 | $5.5M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -18.3% | 70,477 | $5.4M |
| HSBC Holdings PLC | 0.00% | Add +42.6% | 69,881 | $5.4M |
| UBS Group AG | 0.00% | Add +26.7% | 68,589 | $5.3M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -7.2% | 68,141 | $5.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.1% | 64,179 | $5.0M |
| EULAV Asset Management | 0.13% | Add +42.9% | 60,000 | $4.6M |
| STRS Ohio | 0.02% | Add +1.0% | 56,914 | $4.4M |
| Lombard Odier Asset Management (USA) Corp | 1.89% | Reduce -13.9% | 55,804 | $4.3M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -4.8% | 53,223 | $4.1M |
| SG Americas Securities, LLC | 0.03% | Add +63.1% | 52,674 | $4.1M |
| California State Teachers Retirement System | 0.00% | Reduce -5.5% | 51,498 | $4.0M |
| Los Angeles Capital Management LLC | 0.01% | New | 50,019 | $3.9M |
| Edgestream Partners, L.P. | 0.18% | Add +809.4% | 47,891 | $3.7M |
| Verdence Capital Advisors LLC | 0.31% | Add +5.1% | 44,814 | $3.5M |
| Harbor Capital Advisors, Inc. | 0.24% | Add +284.0% | 41,475 | $3.2M |
| Gendell Jeffrey L | 0.11% | No change | 40,102 | $3.1M |
| Susquehanna International Group, LLP | 0.01% | Add +438.1% | 38,295 | $3.0M |
| LPL Financial LLC | 0.00% | Reduce -4.1% | 37,911 | $2.9M |
| New York State Common Retirement Fund | 0.00% | No change | 37,103 | $2.9M |
| Balyasny Asset Management L.P. | 0.01% | New | 34,027 | $2.6M |
| Citigroup Inc. | 0.00% | Reduce -4.2% | 31,599 | $2.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -0.7% | 31,099 | $2.4M |
| Illinois Municipal Retirement Fund | 0.04% | Reduce -1.5% | 30,583 | $2.4M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -8.3% | 30,354 | $2.3M |
| Sapience Investments, LLC | 1.16% | Reduce -39.0% | 29,487 | $2.3M |
| Teacher Retirement System of Texas | 0.01% | Add +45.6% | 26,591 | $2.1M |
| State of Tennessee, Department of Treasury | 0.01% | Add +12.4% | 26,429 | $2.0M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -3.4% | 26,000 | $2.0M |
| New York State Teachers Retirement System | 0.00% | Reduce -9.4% | 25,492 | $2.0M |
| Janus Henderson Group PLC | 0.00% | Reduce -1.1% | 25,465 | $2.0M |
| Squarepoint Ops LLC | 0.01% | Add +106.5% | 25,246 | $1.9M |
| De Lisle Partners LLP | 0.41% | New | 24,609 | $1.9M |
| Hancock Whitney Corp. | 0.06% | No change | 24,474 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -27.9% | 24,427 | $1.9M |
| VELA Investment Management, LLC | 0.64% | Add +14.9% | 23,398 | $1.8M |
| Amalgamated Bank | 0.02% | Reduce -9.4% | 23,311 | $1.8M |
| Zacks Investment Management | 0.02% | Add +18.1% | 23,168 | $1.8M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -31.1% | 23,068 | $1.8M |
| RBF Capital, LLC | 0.10% | No change | 23,000 | $1.8M |
| M&T Bank Corp | 0.01% | Reduce -0.2% | 23,000 | $1.8M |
| Natixis Advisors, LLC | 0.00% | Reduce -4.6% | 22,830 | $1.8M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -6.4% | 22,764 | $1.8M |
| Bank of Nova Scotia | 0.00% | New | 22,500 | $1.7M |
| Corient Private Wealth LP | 0.00% | Add +5.8% | 22,332 | $1.7M |
| Algert Global LLC | 0.06% | New | 21,913 | $1.7M |
| Yousif Capital Management, LLC | 0.02% | Reduce -15.6% | 20,767 | $1.6M |
| Cary Street Partners Investment Advisory LLC | 0.06% | Add +32.0% | 19,796 | $1.5M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 19,506 | $1.5M |
| Quantinno Capital Management LP | 0.03% | Add +83.5% | 19,387 | $1.5M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 18,948 | $1.5M |
| Engineers Gate Manager LP | 0.03% | Add +29.6% | 18,526 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | — | 18,010 | $1.4M |
| TCW Group Inc. | 0.01% | New | 18,001 | $1.4M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 17,841 | $1.4M |
| Brevan Howard Capital Management LP | 0.09% | Add +436.0% | 16,965 | $1.3M |
| Moore Capital Management, LP | 0.03% | New | 16,750 | $1.3M |
| Voya Investment Management LLC | 0.00% | Add +6.4% | 16,631 | $1.3M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | Add +50.0% | 16,563 | $1.3M |
| Canada Pension Plan Investment Board | 0.00% | No change | 16,000 | $1.2M |
| Arizona State Retirement System | 0.01% | Reduce -1.2% | 14,765 | $1.1M |
| Bank of Montreal | 0.00% | Reduce -0.1% | 14,682 | $1.1M |
| Pathstone Holdings, LLC | 0.01% | Add +3.1% | 14,401 | $1.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 14,100 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +9.6% | 13,991 | $1.1M |
| Renaissance Technologies | 0.00% | Add +17.2% | 13,600 | $1.0M |
| Shay Capital LLC | 0.29% | New | 13,500 | $1.0M |
| Mackenzie Financial Corp. | 0.00% | Add +36.7% | 13,387 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +184.1% | 13,376 | $1.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.5% | 12,966 | $1.0M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -14.0% | 12,553 | $968K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +3.0% | 12,466 | $962K |
| Mraz, Amerine & Associates, Inc. | 0.19% | Reduce -1.7% | 12,175 | $939K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -4.7% | 12,074 | $932K |
| Handelsbanken Fonder AB | 0.00% | Reduce -0.8% | 11,804 | $911K |
| Jackson Creek Investment Advisors LLC | 0.33% | Reduce -0.1% | 11,765 | $908K |
| Tidal Investments LLC | 0.01% | Add +56.3% | 11,516 | $888K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.18% | Add +21.8% | 11,282 | $870K |
| XTX Topco Ltd | 0.07% | New | 11,274 | $870K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -5.1% | 11,140 | $859K |
| Creative Planning | 0.00% | Add +1.4% | 11,005 | $849K |
| Chou Associates Management Inc. | 0.61% | New | 10,990 | $848K |
| Lazard Asset Management LLC | 0.00% | Add +104.5% | 10,534 | $812K |
| UniSuper Management Pty Ltd | 0.01% | Add +6.1% | 10,468 | $808K |
| Symmetry Partners, LLC | 0.04% | No change | 10,411 | $803K |
| James Investment Research, Inc. | 0.10% | Reduce -0.0% | 10,365 | $800K |
| Inspire Investing, LLC | 0.09% | New | 9,972 | $769K |
| Point72 (DIFC) Ltd | 0.07% | Add +9.7% | 9,940 | $767K |
| Stifel Financial Corp. | 0.00% | Add +12.4% | 9,871 | $762K |
| Intech Investment Management LLC | 0.01% | New | 9,646 | $744K |
| Acadian Asset Management LLC | 0.00% | Add +263.9% | 9,175 | $707K |
| Cresset Asset Management, LLC | 0.00% | Add +23.7% | 8,765 | $676K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -9.3% | 8,498 | $656K |
| Deutsche Bank AG | 0.00% | Add +37.9% | 8,319 | $642K |
| Praxis Investment Management Inc. | 0.04% | No change | 7,980 | $612K |
| Barclays PLC | 0.00% | Reduce -80.0% | 7,923 | $611K |
| Seven Eight Capital, LP | 0.06% | Add +47.1% | 7,629 | $589K |
| Neuberger Berman Group LLC | 0.00% | Add +60.5% | 7,222 | $557K |
| Ethic Inc. | 0.01% | Add +5.0% | 7,203 | $556K |
| Exchange Traded Concepts, LLC | 0.01% | Add +5.0% | 7,196 | $555K |
| Teza Capital Management LLC | 0.07% | Reduce -24.4% | 7,086 | $547K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -4.0% | 7,069 | $545K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.3% | 6,506 | $502K |
| Mariner, LLC | 0.00% | Reduce -1.0% | 6,409 | $495K |
| Lighthouse Investment Partners, LLC | 0.03% | New | 6,362 | $491K |
| Paloma Partners Management Co | 0.05% | New | 6,196 | $478K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -15.0% | 6,082 | $469K |
| First Trust Direct Indexing L.P. | 0.03% | Add +5.1% | 6,053 | $467K |
| Prudential Financial Inc. | 0.00% | Add +10.0% | 6,050 | $467K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.7% | 6,042 | $466K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -4.0% | 5,700 | $440K |
| Quadrature Capital Ltd | 0.01% | Reduce -76.6% | 5,638 | $435K |
| HighTower Advisors, LLC | 0.00% | Reduce -18.8% | 5,523 | $430K |
| Verition Fund Management LLC | 0.00% | Reduce -40.7% | 5,431 | $419K |
| Capula Management Ltd | 0.00% | New | 5,406 | $417K |
| iSAM Funds (UK) Ltd | 0.31% | New | 5,287 | $408K |
| Capital Advisors, Ltd. LLC | 0.05% | No change | 5,262 | $406K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -8.8% | 5,206 | $402K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -8.8% | 5,206 | $402K |
| Evergreen Capital Management LLC | 0.01% | Add +14.9% | 5,150 | $397K |
| ARGA Investment Management, LP | 0.01% | No change | 5,087 | $392K |
| TD Asset Management Inc | 0.00% | New | 4,900 | $378K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 4,746 | $366K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -49.5% | 4,730 | $356K |
| Front Row Advisors LLC | 0.12% | Reduce -4.7% | 4,551 | $351K |
| State of Wisconsin Investment Board | 0.00% | Reduce -11.4% | 4,538 | $350K |
| DekaBank Deutsche Girozentrale | 0.00% | Add +60.1% | 4,697 | $347K |
| Cetera Investment Advisers | 0.00% | Add +1.0% | 4,479 | $346K |
| Oxford Asset Management LLP | 0.34% | Add +14.0% | 4,468 | $345K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +48.7% | 4,414 | $341K |
| Panagora Asset Management Inc. | 0.00% | Reduce -1.2% | 4,188 | $323K |
| Choreo, LLC | 0.01% | New | 4,070 | $318K |
| Quadrant Capital Group LLC | 0.02% | Add +16.9% | 4,033 | $311K |
| EntryPoint Capital, LLC | 0.14% | Add +1432.0% | 3,922 | $303K |
| Truist Financial Corp. | 0.00% | Reduce -1.8% | 3,921 | $303K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -11.6% | 3,853 | $297K |
| Laurion Capital Management LP | 0.01% | New | 3,808 | $294K |
| Twinbeech Capital LP | 0.01% | Reduce -84.3% | 3,661 | $282K |
| Nebula Research & Development LLC | 0.05% | Reduce -54.0% | 3,611 | $279K |
| Guggenheim Capital LLC | 0.00% | New | 3,591 | $277K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -2.7% | 3,585 | $277K |
| Campbell & CO Investment Adviser LLC | 0.02% | New | 3,436 | $265K |
| Raymond James Trust N.A. | 0.01% | Reduce -15.9% | 3,416 | $264K |
| US Bancorp \de | 0.00% | Reduce -7.2% | 3,354 | $259K |
| Freedom Investment Management, Inc. | 0.02% | Add +9.0% | 3,304 | $255K |
| Walleye Trading LLC | 0.00% | New | 3,185 | $246K |
| Commerce Bank | 0.00% | No change | 3,176 | $245K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 3,152 | $243K |
| Shelton Capital Management | 0.01% | Reduce -7.5% | 3,141 | $242K |
| Sigma Planning Corp | 0.01% | Add +0.0% | 3,107 | $240K |
| Aquatic Capital Management LLC | 0.01% | Reduce -87.3% | 3,100 | $239K |
| Two Sigma Advisers, LP | 0.00% | New | 3,100 | $239K |
| Entropy Technologies, LP | 0.03% | New | 3,069 | $237K |
| Procyon Advisors, LLC | 0.02% | Reduce -4.0% | 3,021 | $233K |
| Bessemer Group Inc. | 0.00% | No change | 3,009 | $233K |
| CIBC Asset Management Inc | 0.00% | Reduce -5.8% | 3,011 | $232K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -2.6% | 2,986 | $230K |
| MQS Management LLC | 0.14% | Reduce -2.0% | 2,918 | $225K |
| Sage Rhino Capital LLC | 0.05% | Add +5.7% | 2,917 | $225K |
| GTS Securities LLC | 0.00% | New | 2,844 | $219K |
| Trust Point Inc. | 0.02% | Reduce -10.3% | 2,838 | $219K |
| Utah Retirement Systems | 0.00% | Reduce -9.7% | 2,800 | $216K |
| Two Sigma Securities, LLC | 0.01% | Add +9.0% | 2,798 | $216K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | No change | 2,790 | $215K |
| Corebridge Financial, Inc. | 0.00% | — | 2,582 | $199K |
| SOA Wealth Advisors, LLC. | 0.04% | No change | 2,488 | $192K |
| Catalyst Funds Management Pty Ltd | 0.05% | Reduce -33.3% | 2,400 | $185K |
| Point72 Hong Kong Ltd | 0.01% | Reduce -97.3% | 2,223 | $172K |
| Oakworth Capital, Inc. | 0.01% | No change | 2,000 | $154K |
| HM Payson & Co. | 0.00% | No change | 2,000 | $154K |
| Cwm, LLC | 0.00% | Add +535.9% | 1,965 | $152K |
| Point72 Asset Management | 0.00% | New | 1,952 | $151K |
| Key Financial Inc | 0.03% | No change | 1,715 | $132K |
| Johnson Financial Group, Inc. | 0.01% | No change | 1,600 | $123K |
| Parkside Financial Bank & Trust | 0.02% | Add +2.9% | 1,448 | $112K |
| Evergreen Private Wealth LLC | 0.05% | No change | 1,372 | $106K |
| State of Wyoming | 0.02% | Add +49.8% | 1,254 | $97K |
| KBC Group NV | 0.00% | No change | 1,232 | $95K |
| GAMMA Investing LLC | 0.01% | Add +14.4% | 1,164 | $90K |
| Quent Capital, LLC | 0.01% | Add +0.2% | 1,145 | $88K |
| Walleye Capital LLC | 0.00% | Reduce -96.7% | 1,080 | $83K |
| Versant Capital Management, Inc | 0.02% | Add +55.7% | 1,054 | $81K |
| MetLife Investment Management, LLC | 0.00% | Reduce -11.2% | 949 | $73K |
| Fifth Third Bancorp | 0.00% | Add +1.8% | 894 | $69K |
| M&R Capital Management Inc. | 0.01% | No change | 800 | $62K |
| Covestor Ltd | 0.04% | Add +484.3% | 783 | $60K |
| Osaic Holdings, Inc. | 0.00% | Add +267.9% | 677 | $52K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 615 | $47K |
| Daiwa Securities Group Inc. | 0.00% | New | 600 | $46K |
| Allworth Financial LP | 0.00% | Add +8.4% | 540 | $43K |
| Smartleaf Asset Management LLC | 0.01% | Add +282.2% | 493 | $38K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 470 | $36K |
| Danske Bank A/S | 0.00% | New | 400 | $31K |
| Venturi Wealth Management, LLC | 0.00% | Add +318.0% | 372 | $29K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 375 | $28K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1.9% | 328 | $27K |
| Parallel Advisors, LLC | 0.00% | Add +6.0% | 299 | $23K |
| LGT Financial Advisors LLC | 0.05% | No change | 296 | $23K |
| Assetmark, Inc. | 0.00% | Reduce -1.3% | 296 | $23K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -14.1% | 292 | $23K |
| Quarry LP | 0.01% | Reduce -84.1% | 291 | $22K |
| Blue Trust, Inc. | 0.00% | Add +12.2% | 249 | $22K |
| Smithfield Trust Co | 0.00% | No change | 260 | $20K |
| Headlands Technologies LLC | 0.00% | Add +30.2% | 233 | $18K |
| Peregrine Capital Management LLC | 0.00% | No change | 218 | $17K |
| Farther Finance Advisors, LLC | 0.00% | Add +44.8% | 210 | $16K |
| Great Lakes Retirement, Inc. | 0.00% | New | 212 | $16K |
| Huntington National Bank | 0.00% | Reduce -16.1% | 203 | $16K |
| Naples Money Management LLC | 0.01% | No change | 200 | $16K |
| SYSTM Wealth Solutions LLC | 0.00% | No change | 191 | $15K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -20.0% | 176 | $14K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +31.8% | 166 | $13K |
| DT Investment Partners, LLC | 0.00% | Reduce -13.3% | 156 | $12K |
| Signaturefd, LLC | 0.00% | Reduce -29.7% | 156 | $12K |
| Private Trust Co. NA | 0.00% | Reduce -5.6% | 135 | $10K |
| Principal Securities, Inc. | 0.00% | Add +18.6% | 134 | $10K |
| ICA Group Wealth Management, LLC | 0.01% | No change | 131 | $10K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 131 | $10K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 125 | $10K |
| Mather Group, Llc. | 0.00% | Add +127.7% | 107 | $9K |
| Red Tortoise LLC | 0.00% | No change | 114 | $9K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 99 | $8K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 97 | $7K |
| Clearstead Advisors, LLC | 0.00% | No change | 96 | $7K |
| Princeton Global Asset Management LLC | 0.00% | New | 90 | $7K |
| Lindbrook Capital, LLC | 0.00% | Reduce -3.5% | 83 | $6K |
| IFP Advisors, Inc | 0.00% | No change | 82 | $6K |
| Private Wealth Management Group, LLC | 0.00% | Add +68.2% | 74 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 71 | $5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 71 | $5K |
| Gilliland Jeter Wealth Management LLC | 0.00% | No change | 70 | $5K |
| Global Retirement Partners, LLC | 0.00% | No change | 62 | $5K |
| NewEdge Advisors, LLC | 0.00% | Reduce -97.2% | 59 | $5K |
| Jones Financial Companies LLLP | 0.00% | New | 56 | $4K |
| Tucker Asset Management LLC | 0.00% | No change | 55 | $4K |
| UMB Bank, n.a. | 0.00% | Add +112.5% | 51 | $4K |
| CENTRAL TRUST Co | 0.00% | No change | 49 | $4K |
| Westend Capital Management, LLC | 0.00% | No change | 47 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 38 | $3K |
| Avior Wealth Management, LLC | 0.00% | Reduce -92.8% | 31 | $2K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 30 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 29 | $2K |
| CVA Family Office, LLC | 0.00% | Add +35.0% | 27 | $2K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -97.8% | 25 | $2K |
| Opal Wealth Advisors, LLC | 0.00% | New | 24 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 24 | $2K |
| Albion Financial Group | 0.00% | No change | 24 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 21 | $2K |
| First Horizon Advisors, Inc. | 0.00% | No change | 17 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +14.3% | 16 | $1K |
| Delos Wealth Advisors, LLC | 0.00% | No change | 14 | $1K |
| Rothschild Investment LLC | 0.00% | New | 10 | $772 |
| Sachetta, LLC | 0.00% | No change | 9 | $740 |
| Harbour Investments, Inc. | 0.00% | No change | 8 | $617 |
| Abich Financial Wealth Management LLC | 0.00% | New | 5 | $386 |
| Larson Financial Group LLC | 0.00% | New | 5 | $386 |
| CoreCap Advisors, LLC | 0.00% | No change | 2 | $154 |
"% of holder's portfolio" is AGO's weight in each manager's 13F, not the share of Assured Guaranty Ltd. the manager owns.