Assured GuarantyAGO
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 331 institutions reported holding Assured Guaranty Ltd. (AGO) in their 13F filings, up 9 from Q4 2024. 45 opened new positions and 34 sold out. The largest holders were Vanguard Group Inc. ($579.8M), BlackRock, Inc. ($542.9M) and Wellington Management Group LLP ($378.0M). 8 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).
- Company
- Assured Guaranty Ltd.
- CUSIP
- G0585R106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $36.7M |
| Exits | 34 | $50.0M |
All 13F filers, Q4 2024 → Q1 2025: 2,264,092 shares bought and 3,124,315 shares sold, net −860,223 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 331 holders
| Vanguard Group Inc. | 0.01% | Reduce -0.8% | 6,581,102 | $579.8M |
| BlackRock, Inc. | 0.01% | Reduce -3.0% | 6,161,973 | $542.9M |
| Wellington Management Group LLP | 0.07% | Reduce -4.5% | 4,290,819 | $378.0M |
| Dimensional Fund Advisors LP | 0.08% | Reduce -4.6% | 3,615,070 | $318.5M |
| State Street Corp. | 0.01% | Reduce -1.9% | 1,896,585 | $167.1M |
| First Trust Advisors LP | 0.10% | Add +171.0% | 1,325,057 | $116.7M |
| Reinhart Partners, Llc. | 3.64% | Add +12.8% | 1,134,810 | $100.0M |
| River Road Asset Management, LLC | 1.36% | Add +1.4% | 1,131,771 | $99.7M |
| Fuller & Thaler Asset Management, Inc. | 0.36% | Reduce -0.6% | 1,053,347 | $92.8M |
| American Century Companies Inc. | 0.05% | Add +12.1% | 1,012,552 | $89.2M |
| Royce & Associates LP | 0.96% | Add +1.1% | 1,000,760 | $88.2M |
| Nuveen, LLC | 0.02% | — | 3,332,935 | $81.5M |
| Principal Financial Group Inc. | 0.04% | Reduce -3.2% | 891,704 | $78.6M |
| Geode Capital Management, LLC | 0.01% | Add +3.0% | 821,722 | $72.4M |
| Boston Partners | 0.08% | Reduce -0.8% | 800,569 | $70.1M |
| AQR Capital Management | 0.06% | Reduce -32.1% | 677,114 | $59.1M |
| Morgan Stanley | 0.00% | Add +10.6% | 617,652 | $54.4M |
| Allianz Asset Management GmbH | 0.08% | Reduce -18.8% | 584,187 | $51.5M |
| Northern Trust Corp. | 0.01% | Add +9.1% | 581,921 | $51.3M |
| Norges Bank | 0.01% | Add +2.0% | 571,582 | $50.4M |
| Brown Advisory Inc. | 0.07% | Reduce -15.7% | 529,441 | $46.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -5.6% | 395,362 | $34.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -0.9% | 393,394 | $34.7M |
| Franklin Resources Inc. | 0.01% | Reduce -16.5% | 379,200 | $33.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -3.7% | 347,369 | $30.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -24.6% | 329,764 | $29.1M |
| Invesco Ltd. | 0.01% | Reduce -30.7% | 318,435 | $28.1M |
| Pine Valley Investments Ltd Liability Co | 1.70% | No change | 301,062 | $26.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -3.9% | 299,703 | $26.4M |
| UBS Group AG | 0.01% | Add +6.4% | 296,799 | $26.1M |
| LRI Investments, LLC | 2.49% | Reduce -0.2% | 292,429 | $25.8M |
| Long Focus Capital Management, LLC | 1.68% | Add +1.8% | 280,000 | $24.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +7.3% | 238,638 | $21.0M |
| Bank of America Corp. | 0.00% | Add +30.8% | 189,389 | $16.7M |
| California Public Employees Retirement System | 0.01% | Reduce -6.0% | 186,233 | $16.4M |
| Kahn Brothers Group Inc. | 3.31% | Reduce -35.0% | 185,631 | $16.4M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -35.7% | 176,512 | $15.6M |
| Public Sector Pension Investment Board | 0.07% | Add +47.9% | 176,354 | $15.5M |
| Gotham Asset Management | 0.13% | Reduce -6.0% | 172,350 | $15.2M |
| Philadelphia Financial Management of San Francisco, LLC | 3.23% | Reduce -28.5% | 164,818 | $14.5M |
| Intech Investment Management LLC | 0.15% | Reduce -2.7% | 163,584 | $14.4M |
| Clearbridge Investments, LLC | 0.01% | Reduce -15.7% | 157,624 | $13.9M |
| Legal & General Group Plc | 0.00% | Reduce -2.4% | 154,697 | $13.6M |
| Russell Investments Group, Ltd. | 0.02% | Add +14.5% | 136,819 | $12.1M |
| Brandywine Global Investment Management, LLC | 0.09% | Reduce -3.7% | 136,566 | $12.0M |
| Cambria Investment Management, L.P. | 0.83% | Reduce -9.2% | 135,814 | $12.0M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -44.4% | 132,678 | $11.7M |
| BNP Paribas Financial Markets | 0.01% | Add +35.0% | 127,161 | $11.2M |
| Cerity Partners LLC | 0.02% | Reduce -30.8% | 121,270 | $10.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -23.7% | 118,723 | $10.5M |
| Rhumbline Advisers | 0.01% | Reduce -4.8% | 113,647 | $10.0M |
| D. E. Shaw & Co. | 0.01% | Reduce -12.3% | 103,768 | $9.1M |
| Harbor Capital Advisors, Inc. | 0.42% | Add +22.7% | 103,589 | $9.1M |
| Wells Fargo & Company | 0.00% | Reduce -10.6% | 96,329 | $8.5M |
| Swiss National Bank | 0.01% | Reduce -4.8% | 93,700 | $8.3M |
| Citadel Advisors | 0.01% | Add +588.0% | 88,487 | $7.8M |
| Quantinno Capital Management LP | 0.05% | Add +92.0% | 87,681 | $7.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +0.0% | 85,740 | $7.6M |
| Tudor Investment Corporation | 0.06% | New | 81,588 | $7.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.9% | 79,865 | $7.0M |
| Bridgewater Associates | 0.03% | Reduce -18.6% | 79,865 | $7.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -9.1% | 76,787 | $6.8M |
| FMR LLC | 0.00% | Add +0.0% | 76,405 | $6.7M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | Reduce -42.3% | 70,897 | $6.2M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +41.7% | 70,622 | $6.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +70.6% | 69,124 | $6.1M |
| Jane Street Group, LLC | 0.01% | Add +48.5% | 68,740 | $6.1M |
| Jacobs Levy Equity Management, Inc. | 0.02% | New | 67,193 | $5.9M |
| Schroder Investment Management Group | 0.01% | Reduce -40.4% | 67,105 | $5.9M |
| Amundi | 0.00% | Reduce -7.2% | 68,923 | $5.8M |
| Victory Capital Management Inc. | 0.01% | Add +96.1% | 64,861 | $5.7M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 64,468 | $5.7M |
| Man Group plc | 0.02% | Reduce -1.0% | 60,484 | $5.3M |
| EULAV Asset Management | 0.13% | No change | 60,000 | $5.3M |
| Royal Bank of Canada | 0.00% | Add +61.6% | 59,010 | $5.2M |
| STRS Ohio | 0.02% | Add +108.5% | 54,201 | $4.8M |
| De Lisle Partners LLP | 0.73% | Add +8.8% | 49,721 | $4.4M |
| Edgestream Partners, L.P. | 0.14% | Add +44.5% | 47,540 | $4.2M |
| California State Teachers Retirement System | 0.01% | Reduce -1.1% | 46,280 | $4.1M |
| State of Alaska, Department of Revenue | 0.05% | Reduce -1.5% | 45,500 | $4.0M |
| Citigroup Inc. | 0.00% | Add +14.7% | 44,622 | $3.9M |
| State of Wisconsin Investment Board | 0.01% | Reduce -2.5% | 42,679 | $3.8M |
| HSBC Holdings PLC | 0.00% | Add +479.3% | 41,032 | $3.6M |
| Vest Financial, LLC | 0.05% | New | 38,969 | $3.4M |
| LPL Financial LLC | 0.00% | Reduce -2.7% | 35,462 | $3.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -36.1% | 35,129 | $3.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.2% | 34,882 | $3.1M |
| VELA Investment Management, LLC | 1.04% | No change | 34,428 | $3.0M |
| Zacks Investment Management | 0.03% | New | 33,502 | $3.0M |
| New York State Common Retirement Fund | 0.00% | No change | 33,403 | $2.9M |
| Exchange Traded Concepts, LLC | 0.05% | Reduce -7.9% | 32,997 | $2.9M |
| Barclays PLC | 0.00% | Reduce -34.8% | 32,507 | $2.9M |
| Lombard Odier Asset Management (USA) Corp | 1.16% | Reduce -9.2% | 31,467 | $2.8M |
| Lighthouse Investment Partners, LLC | 0.12% | Reduce -35.5% | 30,318 | $2.7M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | — | 29,800 | $2.6M |
| Twinbeech Capital LP | 0.05% | New | 29,440 | $2.6M |
| Verdence Capital Advisors LLC | 0.20% | No change | 28,993 | $2.6M |
| Decker Retirement Planning Inc. | 1.59% | New | 28,970 | $2.6M |
| Millennium Management | 0.00% | Reduce -41.9% | 28,888 | $2.5M |
| Hancock Whitney Corp. | 0.07% | Add +3.0% | 25,202 | $2.2M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -8.2% | 24,985 | $2.2M |
| Mackenzie Financial Corp. | 0.00% | Add +19.7% | 24,405 | $2.2M |
| New York State Teachers Retirement System | 0.00% | Reduce -3.0% | 23,049 | $2.0M |
| Natixis Advisors, LLC | 0.00% | Reduce -0.3% | 23,031 | $2.0M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -2.6% | 22,500 | $2.0M |
| Treasurer of the State of North Carolina | 0.01% | Add +0.6% | 22,238 | $2.0M |
| Sapience Investments, LLC | 1.34% | Reduce -15.4% | 21,364 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -7.1% | 21,305 | $1.9M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -3.2% | 21,300 | $1.9M |
| Janus Henderson Group PLC | 0.00% | Reduce -13.3% | 20,865 | $1.8M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 19,506 | $1.7M |
| TCW Group Inc. | 0.02% | Reduce -0.9% | 19,129 | $1.7M |
| M&T Bank Corp | 0.01% | Reduce -11.2% | 19,104 | $1.7M |
| RBF Capital, LLC | 0.10% | No change | 18,000 | $1.6M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Reduce -1.8% | 17,947 | $1.6M |
| Yousif Capital Management, LLC | 0.02% | Reduce -2.3% | 17,849 | $1.6M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 17,841 | $1.6M |
| Ieq Capital, LLC | 0.01% | Reduce -55.3% | 17,077 | $1.5M |
| Bank of Montreal | 0.00% | Add +12.2% | 16,573 | $1.5M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -14.6% | 16,339 | $1.4M |
| Engineers Gate Manager LP | 0.02% | New | 16,101 | $1.4M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -12.5% | 16,012 | $1.4M |
| Cary Street Partners Financial LLC | 0.04% | Reduce -0.1% | 15,000 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 14,812 | $1.3M |
| Squarepoint Ops LLC | 0.00% | New | 14,614 | $1.3M |
| Amalgamated Bank | 0.01% | Reduce -3.9% | 14,501 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -17.0% | 14,150 | $1.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -56.4% | 14,100 | $1.2M |
| Pathstone Holdings, LLC | 0.01% | Add +3.2% | 13,898 | $1.2M |
| Arizona State Retirement System | 0.01% | Reduce -4.4% | 13,871 | $1.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +10.0% | 13,850 | $1.2M |
| Cwm, LLC | 0.00% | Reduce -10.4% | 13,651 | $1.2M |
| Handelsbanken Fonder AB | 0.00% | No change | 13,004 | $1.1M |
| Quadrant Capital Group LLC | 0.04% | Add +211.8% | 12,858 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -18.7% | 12,839 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -1.4% | 12,536 | $1.1M |
| Tidal Investments LLC | 0.01% | Add +15.5% | 12,421 | $1.1M |
| Creative Planning | 0.00% | Reduce -1.6% | 12,018 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -36.1% | 11,923 | $1.1M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -12.3% | 11,762 | $1.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +12.0% | 11,445 | $1.0M |
| Stifel Financial Corp. | 0.00% | Reduce -3.9% | 11,066 | $975K |
| Chou Associates Management Inc. | 0.53% | No change | 10,990 | $968K |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -2.4% | 10,982 | $968K |
| Mraz, Amerine & Associates, Inc. | 0.17% | Reduce -7.3% | 11,021 | $961K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -46.0% | 10,873 | $958K |
| Sei Investments Co. | 0.00% | Reduce -3.6% | 10,528 | $927K |
| James Investment Research, Inc. | 0.12% | No change | 10,365 | $913K |
| Deutsche Bank AG | 0.00% | Add +25.2% | 9,910 | $873K |
| US Bancorp \de | 0.00% | Add +2.1% | 9,773 | $861K |
| Neuberger Berman Group LLC | 0.00% | Add +25.0% | 9,419 | $830K |
| PEAK6 LLC | 0.03% | Add +99.8% | 9,251 | $815K |
| HighTower Advisors, LLC | 0.00% | Reduce -13.3% | 8,742 | $770K |
| Corient Private Wealth LP | 0.00% | Reduce -50.6% | 8,711 | $767K |
| Toronto Dominion Bank | 0.00% | New | 8,575 | $755K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -9.1% | 8,312 | $732K |
| Lazard Asset Management LLC | 0.00% | Reduce -57.2% | 8,025 | $706K |
| Pictet Asset Management Holding SA | 0.00% | Add +0.7% | 7,943 | $699K |
| Voya Investment Management LLC | 0.00% | Add +2.1% | 7,717 | $680K |
| Invst, LLC | 0.09% | New | 7,590 | $669K |
| Ethic Inc. | 0.01% | Add +102.7% | 7,224 | $636K |
| Teacher Retirement System of Texas | 0.00% | New | 7,085 | $624K |
| Renaissance Technologies | 0.00% | Add +106.2% | 7,000 | $617K |
| Inceptionr LLC | 0.18% | New | 6,988 | $616K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -3.9% | 6,965 | $614K |
| ARGA Investment Management, LP | 0.02% | No change | 6,852 | $604K |
| Simplex Trading, LLC | 0.02% | New | 6,484 | $571K |
| Aquatic Capital Management LLC | 0.01% | Add +3654.7% | 6,458 | $569K |
| Evergreen Capital Management LLC | 0.02% | Add +19.4% | 6,215 | $548K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,082 | $536K |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.6% | 6,054 | $533K |
| Sterling Capital Management LLC | 0.01% | Reduce -4.5% | 5,992 | $528K |
| Nisa Investment Advisors, LLC | 0.00% | Add +2.2% | 5,827 | $513K |
| &partners | 0.01% | Add +2.8% | 5,701 | $497K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +6.3% | 5,592 | $493K |
| Wolverine Trading, LLC | 0.01% | New | 5,378 | $469K |
| Capital Advisors, Ltd. LLC | 0.06% | No change | 5,262 | $464K |
| Cetera Investment Advisers | 0.00% | Add +28.0% | 5,214 | $459K |
| Mariner, LLC | 0.00% | Reduce -14.8% | 5,138 | $453K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +1.3% | 4,995 | $440K |
| Counterpoint Mutual Funds LLC | 0.06% | New | 4,845 | $427K |
| Magnetar Financial LLC | 0.01% | New | 4,735 | $417K |
| Captrust Financial Advisors | 0.00% | Reduce -20.0% | 4,609 | $406K |
| Front Row Advisors LLC | 0.15% | No change | 4,485 | $395K |
| Quadrature Capital Ltd | 0.01% | New | 4,248 | $374K |
| Choreo, LLC | 0.01% | Add +3.2% | 4,238 | $373K |
| Shell Asset Management Co. | 0.02% | Reduce -37.0% | 4,216 | $371K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.9% | 4,144 | $365K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -1.7% | 3,999 | $352K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -1.7% | 3,999 | $352K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -7.0% | 3,988 | $351K |
| Praxis Investment Management Inc. | 0.02% | No change | 3,960 | $349K |
| Panagora Asset Management Inc. | 0.00% | No change | 3,900 | $344K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.4% | 3,892 | $343K |
| Verition Fund Management LLC | 0.00% | Reduce -85.6% | 3,771 | $332K |
| Prudential Financial Inc. | 0.00% | Add +33.5% | 3,305 | $300K |
| CIBC Asset Management Inc | 0.00% | Reduce -2.0% | 3,337 | $294K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -29.0% | 3,238 | $285K |
| United Services Automobile Association | 0.01% | New | 3,266 | $285K |
| Ballentine Partners, LLC | 0.00% | New | 3,228 | $284K |
| Bessemer Group Inc. | 0.00% | Add +0.1% | 3,170 | $280K |
| Sigma Planning Corp | 0.01% | No change | 3,108 | $274K |
| Two Sigma Advisers, LP | 0.00% | New | 3,100 | $273K |
| Procyon Advisors, LLC | 0.02% | Add +12.9% | 3,068 | $270K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 2,933 | $266K |
| XTX Topco Ltd | 0.01% | Add +8.6% | 3,006 | $265K |
| Group One Trading LLC | 0.01% | New | 2,872 | $253K |
| HB Wealth Management, LLC | 0.00% | Add +5.8% | 2,862 | $252K |
| Shelton Capital Management | 0.01% | Reduce -3.8% | 2,821 | $249K |
| Sage Rhino Capital LLC | 0.06% | Reduce -0.1% | 2,796 | $246K |
| Freedom Investment Management, Inc. | 0.02% | Add +6.2% | 2,781 | $245K |
| Focus Partners Wealth | 0.00% | Reduce -1.6% | 2,774 | $244K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -2.5% | 2,764 | $244K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -3.4% | 2,754 | $243K |
| GAMMA Investing LLC | 0.02% | Add +2.5% | 2,726 | $240K |
| Oppenheimer & Co. Inc. | 0.00% | Add +1.8% | 2,705 | $238K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +12.7% | 2,681 | $236K |
| Cresset Asset Management, LLC | 0.00% | Reduce -17.4% | 2,614 | $230K |
| Utah Retirement Systems | 0.00% | Reduce -7.0% | 2,604 | $229K |
| Forum Financial Management, LP | 0.00% | No change | 2,571 | $227K |
| Farringdon Capital, Ltd. | 0.11% | New | 2,543 | $224K |
| Commerce Bank | 0.00% | No change | 2,526 | $223K |
| KBC Group NV | 0.00% | Add +25.6% | 2,516 | $222K |
| Two Sigma Securities, LLC | 0.03% | New | 2,509 | $221K |
| Shay Capital LLC | 0.06% | New | 2,500 | $220K |
| SOA Wealth Advisors, LLC. | 0.05% | No change | 2,488 | $219K |
| Versant Capital Management, Inc | 0.04% | Add +117.2% | 2,482 | $219K |
| Meeder Advisory Services, Inc. | 0.01% | New | 2,471 | $218K |
| Scientech Research LLC | 0.06% | New | 2,400 | $211K |
| Xponance LLC | 0.00% | Reduce -10.7% | 2,347 | $207K |
| Caprock Group, LLC | 0.01% | New | 2,333 | $206K |
| EntryPoint Capital, LLC | 0.09% | New | 2,324 | $205K |
| Summit Financial, LLC | 0.01% | New | 2,301 | $203K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 2,265 | $200K |
| Parkside Financial Bank & Trust | 0.02% | Add +13.8% | 2,155 | $190K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.09% | Add +3740.7% | 2,074 | $183K |
| HM Payson & Co. | 0.00% | No change | 2,027 | $179K |
| Jones Financial Companies LLLP | 0.00% | Add +35.7% | 2,031 | $177K |
| SG Americas Securities, LLC | 0.00% | New | 1,920 | $169K |
| Corebridge Financial, Inc. | 0.00% | Reduce -8.1% | 1,871 | $165K |
| New Age Alpha Advisors, LLC | 0.01% | Add +3.5% | 1,729 | $152K |
| Key Financial Inc | 0.03% | No change | 1,715 | $151K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -69.1% | 1,676 | $148K |
| Johnson Financial Group, Inc. | 0.01% | No change | 1,600 | $141K |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.1% | 1,562 | $138K |
| Farther Finance Advisors, LLC | 0.00% | Add +554.2% | 1,544 | $136K |
| State of Wyoming | 0.02% | Add +583.3% | 1,517 | $134K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -4.6% | 1,454 | $127K |
| Evergreen Private Wealth LLC | 0.06% | No change | 1,372 | $121K |
| Headlands Technologies LLC | 0.01% | New | 1,185 | $104K |
| Quent Capital, LLC | 0.01% | Reduce -4.2% | 1,021 | $90K |
| Fifth Third Bancorp | 0.00% | Add +9.2% | 939 | $83K |
| MetLife Investment Management, LLC | 0.00% | Reduce -1.0% | 873 | $77K |
| MAI Capital Management | 0.00% | No change | 787 | $69K |
| Allworth Financial LP | 0.00% | Add +27.6% | 717 | $62K |
| Assetmark, Inc. | 0.00% | Add +15.7% | 655 | $58K |
| Blue Trust, Inc. | 0.00% | Add +20.4% | 583 | $51K |
| Covestor Ltd | 0.03% | Reduce -34.0% | 539 | $48K |
| True Wealth Design, LLC | 0.02% | Add +2.5% | 542 | $48K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 470 | $41K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -7.6% | 435 | $38K |
| Huntington National Bank | 0.00% | New | 373 | $33K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 333 | $29K |
| Hemington Wealth Management | 0.00% | Add +2.5% | 328 | $28K |
| V-Square Quantitative Management LLC | 0.00% | No change | 290 | $26K |
| Arax Advisory Partners | 0.00% | Add +87.0% | 273 | $24K |
| Smithfield Trust Co | 0.00% | No change | 260 | $23K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -13.7% | 252 | $22K |
| Hexagon Capital Partners LLC | 0.00% | Add +14.7% | 226 | $20K |
| Parallel Advisors, LLC | 0.00% | Reduce -38.5% | 224 | $20K |
| Peregrine Capital Management LLC | 0.00% | No change | 218 | $19K |
| Mather Group, Llc. | 0.00% | No change | 202 | $18K |
| Brooklyn Investment Group | 0.00% | Reduce -37.6% | 189 | $17K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 189 | $17K |
| UMB Bank, n.a. | 0.00% | Add +48.7% | 177 | $16K |
| Signaturefd, LLC | 0.00% | Add +0.6% | 169 | $15K |
| DT Investment Partners, LLC | 0.00% | No change | 156 | $14K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 156 | $14K |
| IFP Advisors, Inc | 0.00% | Add +50.5% | 152 | $13K |
| Private Trust Co. NA | 0.00% | Add +20.4% | 136 | $12K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 131 | $12K |
| Red Tortoise LLC | 0.01% | No change | 114 | $10K |
| Principal Securities, Inc. | 0.00% | No change | 104 | $9K |
| SVB Wealth LLC | 0.00% | New | 105 | $9K |
| Geneos Wealth Management Inc. | 0.00% | Add +11.0% | 101 | $9K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +84.9% | 98 | $9K |
| Clearstead Advisors, LLC | 0.00% | No change | 96 | $8K |
| Lindbrook Capital, LLC | 0.00% | Add +9.4% | 93 | $8K |
| Whipplewood Advisors, LLC | 0.00% | Add +15.5% | 97 | $7K |
| WPG Advisers, LLC | 0.01% | No change | 76 | $7K |
| Private Wealth Management Group, LLC | 0.00% | No change | 74 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 73 | $6K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 71 | $6K |
| CENTRAL TRUST Co | 0.00% | No change | 61 | $5K |
| NewEdge Advisors, LLC | 0.00% | No change | 58 | $5K |
| Spire Wealth Management | 0.00% | No change | 54 | $5K |
| Westend Capital Management, LLC | 0.00% | No change | 47 | $4K |
| Gen-Wealth Partners Inc | 0.00% | No change | 46 | $4K |
| Cornerstone Planning Group LLC | 0.00% | New | 46 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 44 | $4K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 43 | $4K |
| Grove Bank & Trust | 0.00% | No change | 37 | $3K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Add +73.7% | 33 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -14.3% | 30 | $3K |
| Larson Financial Group LLC | 0.00% | Add +20.0% | 30 | $3K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 28 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 27 | $2K |
| Albion Financial Group | 0.00% | No change | 24 | $2K |
| High Note Wealth, LLC | 0.00% | No change | 24 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 22 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 21 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 21 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | Add +5.3% | 20 | $2K |
| Garde Capital, Inc. | 0.00% | New | 20 | $2K |
| Clean Yield Group | 0.00% | No change | 17 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 17 | $1K |
| First Horizon Advisors, Inc. | 0.00% | No change | 17 | $1K |
| Colonial Trust Co / SC | 0.00% | Reduce -93.4% | 16 | $1K |
| Harbour Investments, Inc. | 0.00% | New | 15 | $1K |
| Global Financial Private Client, LLC | 0.00% | Add +160.0% | 13 | $1K |
| Rothschild Investment LLC | 0.00% | No change | 10 | $881 |
| Sachetta, LLC | 0.00% | No change | 9 | $793 |
| Rialto Wealth Management, LLC | 0.00% | New | 6 | $529 |
| CoreCap Advisors, LLC | 0.00% | New | 5 | $440 |
| CIBC Private Wealth Group LLC | 0.00% | New | 5 | $387 |
| Abound Wealth Management | 0.00% | No change | 3 | $265 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 3 | $264 |
| HFM Investment Advisors, LLC | 0.00% | — | 2 | $177 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 2 | $176 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $89 |
| Hantz Financial Services, Inc. | 0.00% | New | 5 | $0 |
"% of holder's portfolio" is AGO's weight in each manager's 13F, not the share of Assured Guaranty Ltd. the manager owns.