Assured GuarantyAGO

13F holders, Q1 2026 (March 31)
371holders +8
56new positions
46sold out
7famous investors
$81.48avg. 13F price*

At the end of Q1 2026, 371 institutions reported holding Assured Guaranty Ltd. (AGO) in their 13F filings, up 8 from Q4 2025. 56 opened new positions and 46 sold out. The largest holders were BlackRock, Inc. ($471.0M), Vanguard Portfolio Management LLC ($319.9M) and Dimensional Fund Advisors LP ($245.4M). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).

Company
Assured Guaranty Ltd.
CUSIP
G0585R106
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 331Q1 2024Q2 2024: 324Q2 2024Q3 2024: 322Q3 2024Q4 2024: 322Q4 2024Q1 2025: 331Q1 2025Q2 2025: 349Q2 2025Q3 2025: 336Q3 2025Q4 2025: 363Q4 2025Q1 2026: 371Q1 2026Q2 2026: 370Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions56$49.4M
Exits46$30.6M

All 13F filers, Q4 2025 → Q1 2026: 2,751,098 shares bought and 2,460,626 shares sold, net +290,472 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 371 holders

BlackRock, Inc. 0.01% Add +3.9% 5,780,463 $471.0M
Vanguard Portfolio Management LLC 0.02% — 3,925,791 $319.9M
Dimensional Fund Advisors LP 0.05% Reduce -4.5% 3,011,751 $245.4M
Vanguard Capital Management LLC 0.00% — 1,965,693 $160.2M
River Road Asset Management, LLC 1.75% Add +0.3% 1,891,378 $154.1M
State Street Corp. 0.00% Reduce -1.5% 1,572,236 $128.1M
First Trust Advisors LP 0.08% Reduce -7.3% 1,356,635 $110.5M
American Century Companies Inc. 0.06% Add +8.6% 1,316,129 $107.2M
Reinhart Partners, Llc. 3.02% Add +1.9% 1,287,173 $104.9M
Royce & Associates LP 0.79% Reduce -0.1% 982,147 $80.0M
AQR Capital Management 0.03% Add +63.5% 860,440 $69.8M
Fuller & Thaler Asset Management, Inc. 0.23% Reduce -3.7% 849,653 $69.2M
Principal Financial Group Inc. 0.03% Reduce -3.1% 780,573 $63.6M
Geode Capital Management, LLC 0.00% Reduce -3.9% 734,344 $59.8M
Boston Partners 0.05% Reduce -24.9% 575,890 $46.9M
Goldman Sachs Group Inc. 0.01% Add +33.2% 571,350 $46.6M
Morgan Stanley 0.00% Reduce -4.2% 570,014 $46.4M
Two Sigma Investments, LP 0.04% Add +63.4% 523,381 $42.6M
Quantinno Capital Management LP 0.07% Add +32.9% 499,347 $40.7M
Northern Trust Corp. 0.00% Add +0.3% 448,294 $36.5M
Raymond James Financial Inc. 0.01% Reduce -16.7% 416,019 $33.7M
Brown Advisory Inc. 0.05% Reduce -7.3% 404,935 $33.0M
Franklin Resources Inc. 0.01% Add +41.1% 384,457 $31.3M
Long Focus Capital Management, LLC 1.38% No change 380,000 $31.0M
Wellington Management Group LLP 0.01% Reduce -40.1% 367,675 $30.0M
Charles Schwab Investment Management Inc. 0.00% Add +15.2% 364,454 $29.7M
Bank of America Corp. 0.00% Add +33.4% 359,800 $29.3M
Qube Research & Technologies Ltd 0.04% Reduce -17.9% 332,380 $27.1M
Bank of New York Mellon Corp 0.00% Reduce -3.3% 298,203 $24.3M
Gotham Asset Management 0.07% Add +17.8% 272,383 $22.2M
Vanguard Fiduciary Trust Co. 0.01% — 269,593 $22.0M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -1.5% 254,471 $20.7M
Pine Valley Investments Ltd Liability Co 1.00% Reduce -16.4% 253,436 $20.6M
Gendell Jeffrey L 0.27% New 245,422 $20.0M
Barclays PLC 0.01% Add +60.9% 242,239 $19.7M
Man Group plc 0.03% Add +114.9% 203,916 $16.6M
Invesco Ltd. 0.00% Add +1.7% 197,390 $16.1M
Public Sector Pension Investment Board 0.05% Add +5.4% 188,155 $15.3M
BNP Paribas Financial Markets 0.01% Add +20.4% 171,385 $14.0M
LRI Investments, LLC 1.23% Reduce -42.7% 170,065 $13.9M
UBS Group AG 0.00% Reduce -13.8% 159,480 $13.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -0.8% 145,519 $11.9M
SG Americas Securities, LLC 0.01% Add +87.5% 135,233 $11.0M
Allianz Asset Management GmbH 0.01% Add +18.5% 132,287 $10.8M
D. E. Shaw & Co. 0.01% Reduce -12.9% 131,959 $10.8M
Russell Investments Group, Ltd. 0.01% Add +4.1% 130,902 $10.7M
Ameriprise Financial Inc. 0.00% Reduce -59.6% 130,456 $10.6M
Citadel Advisors 0.01% Reduce -13.3% 127,366 $10.4M
California Public Employees Retirement System 0.01% Reduce -3.4% 127,000 $10.3M
Victory Capital Management Inc. 0.01% Add +29.9% 125,592 $10.2M
Clearbridge Investments, LLC 0.01% Reduce -2.9% 122,572 $10.0M
Cambria Investment Management, L.P. 0.50% Add +18.0% 110,657 $9.0M
Wells Fargo & Company 0.00% Add +0.9% 109,651 $8.9M
Rhumbline Advisers 0.01% Add +1.7% 106,498 $8.7M
Legal & General Group Plc 0.00% Reduce -9.5% 101,519 $8.3M
Robeco Institutional Asset Management B.V. 0.01% Reduce -2.1% 95,099 $7.7M
Envestnet Asset Management Inc. 0.00% Add +26.4% 94,410 $7.7M
JPMorgan Chase & Co. 0.00% Reduce -9.6% 95,210 $7.7M
HSBC Holdings PLC 0.00% Add +74.4% 88,939 $7.3M
Capitolis Liquid Global Markets LLC 0.04% — 86,900 $7.1M
Swiss National Bank 0.00% Reduce -2.9% 86,600 $7.1M
Nuveen, LLC 0.00% Add +1.7% 83,069 $6.8M
Vest Financial, LLC 0.08% Add +17.1% 80,588 $6.6M
Teacher Retirement System of Texas 0.03% New 79,473 $6.5M
Manufacturers Life Insurance Company, The 0.01% Reduce -1.1% 79,069 $6.4M
Hotchkis & Wiley Capital Management LLC 0.02% Reduce -1.5% 79,045 $6.4M
FMR LLC 0.00% Reduce -1.6% 74,226 $6.0M
Corient Private Wealth LP 0.01% Add +200.6% 74,358 $5.8M
Bridgewater Associates 0.03% Reduce -41.5% 71,447 $5.8M
Trexquant Investment LP 0.04% Reduce -12.0% 61,743 $5.0M
EULAV Asset Management 0.16% No change 60,000 $4.9M
Bank of Nova Scotia 0.01% New 59,909 $4.9M
State Board of Administration of Florida Retirement System 0.01% Reduce -8.2% 58,258 $4.7M
Amundi 0.00% Add +3.0% 56,510 $4.6M
Cerity Partners LLC 0.01% Reduce -3.1% 54,529 $4.4M
Alliancebernstein L.P. 0.00% Reduce -40.8% 49,101 $4.4M
Stifel Financial Corp. 0.00% Add +7.5% 53,025 $4.3M
California State Teachers Retirement System 0.00% Add +16.0% 49,603 $4.0M
Magnetar Financial LLC 0.04% Add +620.8% 48,431 $3.9M
XTX Topco Ltd 0.07% Add +34.2% 47,342 $3.9M
Capital Fund Management S.A. 0.03% Reduce -11.0% 42,753 $3.5M
Sei Investments Co. 0.00% Add +55.0% 40,487 $3.3M
T. Rowe Price Associates Inc. 0.00% Add +4.4% 40,366 $3.3M
De Lisle Partners LLP 0.39% Reduce -20.1% 39,721 $3.2M
Vanguard Global Advisers, LLC 0.00% — 39,343 $3.2M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 39,119 $3.2M
Hillsdale Investment Management Inc. 0.08% New 37,800 $3.1M
State of Wisconsin Investment Board 0.01% Reduce -5.8% 36,898 $3.0M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% Add +11.8% 35,150 $2.9M
VELA Investment Management, LLC 0.74% Add +1.0% 34,892 $2.8M
Harbor Capital Advisors, Inc. 0.22% Add +20.6% 33,836 $2.8M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -10.9% 31,161 $2.5M
Tudor Investment Corporation 0.01% Reduce -75.3% 30,263 $2.5M
New York State Common Retirement Fund 0.00% Reduce -7.9% 29,303 $2.4M
Natixis 0.01% New 29,135 $2.4M
Verdence Capital Advisors LLC 0.14% No change 28,982 $2.4M
State of New Jersey Common Pension Fund D 0.01% Add +7.0% 25,930 $2.1M
Hancock Whitney Corp. 0.04% No change 25,197 $2.1M
Focus Partners Wealth 0.00% Add +5.6% 24,970 $2.0M
Citigroup Inc. 0.00% Reduce -2.9% 23,978 $2.0M
State of Alaska, Department of Revenue 0.02% Reduce -2.8% 23,565 $1.9M
Illinois Municipal Retirement Fund 0.02% Reduce -9.2% 22,500 $1.8M
Creative Planning 0.00% Add +38.4% 22,465 $1.8M
Intech Investment Management LLC 0.02% Reduce -18.6% 22,451 $1.8M
Oak Thistle LLC 0.18% Add +11.9% 22,225 $1.8M
KLP Kapitalforvaltning As 0.01% Add +1.4% 21,500 $1.8M
Janus Henderson Group PLC 0.00% No change 20,865 $1.7M
M&T Bank Corp 0.01% Reduce -6.4% 20,178 $1.6M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -73.2% 19,821 $1.6M
Louisiana State Employees Retirement System 0.03% Reduce -3.0% 19,200 $1.6M
Natixis Advisors, LLC 0.00% Add +4.8% 18,631 $1.5M
Treasurer of the State of North Carolina 0.00% Reduce -1.1% 18,406 $1.5M
RBF Capital, LLC 0.07% No change 18,000 $1.5M
Police & Firemen's Retirement System of New Jersey 0.01% Add +0.1% 17,909 $1.5M
National Bank of Canada 0.00% New 17,362 $1.4M
LPL Financial LLC 0.00% Reduce -59.8% 17,035 $1.4M
Chou Associates Management Inc. 0.67% Add +54.6% 16,990 $1.4M
Royal Bank of Canada 0.00% Add +0.4% 16,712 $1.4M
Toronto Dominion Bank 0.00% Reduce -76.1% 15,565 $1.3M
Jacobs Levy Equity Management, Inc. 0.01% No change 15,322 $1.2M
Cary Street Partners Financial LLC 0.03% Add +0.2% 15,031 $1.2M
Summit Trail Advisors, LLC 0.02% Add +31.0% 14,821 $1.2M
Diametric Capital, LP 0.31% Add +27.4% 14,662 $1.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +22.1% 13,915 $1.1M
Pathstone Holdings, LLC 0.00% Reduce -0.4% 13,833 $1.1M
Tidal Investments LLC 0.00% Add +32.3% 13,779 $1.1M
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -69.7% 13,766 $1.1M
Summit Global Investments 0.07% Add +417.8% 13,645 $1.1M
Mercer Global Advisors Inc. 0.00% Add +44.7% 13,547 $1.1M
James Investment Research, Inc. 0.12% Add +0.1% 13,456 $1.1M
Public Employees Retirement System of Ohio 0.00% Reduce -5.7% 13,439 $1.1M
Amalgamated Bank 0.01% Reduce -1.6% 13,430 $1.1M
Janney Montgomery Scott LLC 0.00% Add +2.8% 13,380 $1.1M
Aquatic Capital Management LLC 0.03% New 13,313 $1.1M
Dark Forest Capital Management LP 0.10% New 13,283 $1.1M
Cwm, LLC 0.00% Add +11.8% 12,987 $1.1M
Kestra Advisory Services, LLC 0.00% Reduce -1.1% 12,626 $1.0M
Sequoia Financial Advisors, LLC 0.01% Add +37.7% 12,540 $1.0M
Handelsbanken Fonder AB 0.00% No change 12,404 $1.0M
&partners 0.00% Reduce -13.0% 12,275 $1.0M
Quadrant Capital Group LLC 0.03% Reduce -0.2% 12,248 $998K
Bank of Montreal 0.00% Reduce -1.6% 12,056 $982K
Arizona State Retirement System 0.01% Reduce -4.1% 12,038 $981K
Yousif Capital Management, LLC 0.01% Reduce -1.1% 11,582 $944K
Twinbeech Capital LP 0.10% Add +213.8% 11,296 $920K
Mackenzie Financial Corp. 0.00% Add +9.8% 11,273 $919K
Vanguard Investments Australia, Ltd. 0.00% — 11,049 $900K
HRT Financial LP 0.00% Reduce -82.8% 11,005 $896K
State of Tennessee, Department of Treasury 0.00% No change 10,901 $888K
Caprock Group, LLC 0.02% Reduce -9.6% 10,841 $883K
Teachers Retirement System of the State of Kentucky 0.01% Reduce -4.0% 10,751 $876K
Entropy Technologies, LP 0.04% Add +170.4% 10,745 $876K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -0.1% 10,713 $873K
Sanctuary Advisors, LLC 0.00% Add +0.5% 10,344 $843K
Mraz, Amerine & Associates, Inc. 0.12% Reduce -0.5% 10,053 $819K
Neuberger Berman Group LLC 0.00% Reduce -5.2% 9,982 $813K
Oregon Public Employees Retirement Fund 0.01% No change 9,890 $806K
Oppenheimer Asset Management Inc. 0.01% Add +2.0% 9,839 $802K
Evergreen Capital Management LLC 0.02% Add +53.2% 9,781 $797K
Vinva Investment Management Ltd 0.01% New 6,664 $782K
Exchange Traded Concepts, LLC 0.01% Reduce -1.4% 9,409 $767K
Deutsche Bank AG 0.00% Add +2.6% 9,403 $766K
Jane Street Group, LLC 0.00% Reduce -91.9% 9,284 $756K
PNC Financial Services Group, Inc. 0.00% Reduce -0.5% 9,250 $754K
Evolve Private Wealth, LLC 0.04% Add +5.5% 9,136 $744K
ExodusPoint Capital Management, LP 0.01% Reduce -72.8% 8,726 $711K
Maryland State Retirement & Pension System 0.01% No change 8,696 $709K
Nomura Holdings Inc. 0.01% New 8,500 $693K
Syon Capital LLC 0.03% Reduce -0.5% 7,966 $649K
ARGA Investment Management, LP 0.02% No change 7,938 $647K
Squarepoint Ops LLC 0.00% New 7,929 $646K
US Bancorp \de 0.00% Reduce -0.0% 7,916 $645K
Inscription Capital, LLC 0.07% Add +4.3% 7,878 $642K
Pictet Asset Management Holding SA 0.00% Add +7.8% 7,787 $634K
Sagewood Asset Management LP 0.20% Add +5.4% 7,736 $630K
Vanguard Personalized Indexing Management, LLC 0.01% Add +22.0% 7,354 $599K
Shay Capital LLC 0.08% New 7,000 $570K
HighTower Advisors, LLC 0.00% Add +35.0% 6,899 $562K
Chicago Partners Investment Group LLC 0.01% Add +51.0% 6,282 $523K
Mariner, LLC 0.00% New 6,064 $494K
Nisa Investment Advisors, LLC 0.00% Reduce -0.3% 5,923 $483K
Meeder Advisory Services, Inc. 0.02% Add +39.3% 5,900 $481K
United Capital Financial Advisors, LLC 0.00% New 5,893 $480K
Cetera Investment Advisers 0.00% Add +4.1% 5,853 $477K
Commonwealth Equity Services, LLC 0.00% Reduce -8.1% 5,766 $470K
Choreo, LLC 0.01% Reduce -8.6% 5,761 $469K
New York State Teachers Retirement System 0.00% Reduce -67.4% 5,715 $466K
Kera Capital Partners, Inc. 0.06% Add +31.7% 5,673 $462K
Public Employees Retirement Association of Colorado 0.00% No change 5,533 $451K
Engineers Gate Manager LP 0.01% Reduce -77.5% 5,527 $450K
Aaron Wealth Advisors LLC 0.03% Reduce -18.2% 5,395 $440K
Capital Advisors, Ltd. LLC 0.05% Add +2.1% 5,375 $438K
HB Wealth Management, LLC 0.00% Add +32.1% 5,337 $435K
Dynamic Technology Lab Private Ltd 0.07% New 5,227 $426K
Savant Capital, LLC 0.00% Reduce -1.8% 5,172 $421K
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +101.2% 5,031 $410K
Empowered Funds, LLC 0.00% New 4,993 $407K
WINTON GROUP Ltd 0.01% Reduce -38.4% 4,986 $406K
Mutual of America Capital Management LLC 0.00% Add +0.1% 4,958 $404K
Frec Markets, Inc. 0.07% New 4,822 $393K
Jones Financial Companies LLLP 0.00% Add +8.2% 4,949 $392K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +60.6% 4,716 $384K
Certuity, LLC 0.03% Add +88.7% 4,710 $384K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +92.9% 4,543 $370K
Captrust Financial Advisors 0.00% Add +15.1% 4,457 $363K
Front Row Advisors LLC 0.12% No change 4,233 $345K
Canada Pension Plan Investment Board 0.00% New 4,200 $342K
Citizens Financial Group Inc. 0.00% Add +21.2% 4,171 $340K
Procyon Advisors, LLC 0.02% Add +2.3% 4,144 $338K
EntryPoint Capital, LLC 0.10% No change 4,041 $329K
Praxis Investment Management Inc. 0.02% No change 3,960 $323K
Baker Avenue Asset Management, LP 0.01% Add +22.5% 3,962 $323K
Panagora Asset Management Inc. 0.00% No change 3,900 $318K
Boothbay Fund Management, LLC 0.01% Reduce -1.0% 3,690 $301K
Versant Capital Management, Inc 0.03% Reduce -4.1% 3,663 $298K
Sterling Capital Management LLC 0.01% Reduce -40.2% 3,663 $298K
Calamos Wealth Management LLC 0.01% New 3,636 $296K
Calamos Advisors LLC 0.00% New 3,636 $296K
Coldstream Capital Management Inc. 0.00% Add +23.7% 3,593 $293K
Quadrature Capital Ltd 0.00% New 3,571 $291K
111 Capital 0.07% Add +35.3% 3,491 $284K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -9.9% 3,420 $279K
Caitong International Asset Management Co., Ltd 0.05% Add +98.4% 3,404 $277K
Lecap Asset Management Ltd. 0.10% New 3,389 $276K
Orion Porfolio Solutions, LLC 0.00% Add +2.3% 3,340 $272K
Ballentine Partners, LLC 0.00% Reduce -14.8% 3,334 $272K
Rockefeller Capital Management L.P. 0.00% Add +40.9% 3,314 $270K
HUB Investment Partners, LLC 0.01% New 3,290 $268K
Xponance LLC 0.00% Add +44.3% 3,250 $265K
Peapack Gladstone Financial Corp. 0.00% No change 3,238 $264K
Voya Investment Management LLC 0.00% Reduce -4.5% 3,135 $255K
CIBC Asset Management Inc 0.00% Reduce -1.7% 3,089 $252K
Sigma Planning Corp 0.01% Add +3.3% 3,081 $251K
Prelude Capital Management, LLC 0.02% Add +9.2% 3,064 $250K
GAMMA Investing LLC 0.01% Add +6.3% 2,878 $234K
Farther Finance Advisors, LLC 0.00% Add +3.8% 2,907 $234K
O'shaughnessy Asset Management, LLC 0.00% Add +15.8% 2,864 $233K
Brooklyn Investment Group 0.01% New 2,833 $231K
Vise Technologies, Inc. 0.00% No change 2,530 $227K
Sage Rhino Capital LLC 0.04% Add +0.3% 2,748 $224K
iSAM Funds (UK) Ltd 0.11% New 2,731 $223K
Lido Advisors, LLC 0.00% New 2,709 $221K
DRW Securities, LLC 0.01% Add +14.8% 2,697 $220K
SummitTX Capital, L.P. 0.01% New 2,571 $209K
Merit Financial Group, LLC 0.00% New 2,570 $209K
Integrated Wealth Concepts LLC 0.00% New 2,542 $207K
Commerce Bank 0.00% No change 2,526 $206K
Renaissance Technologies 0.00% New 2,500 $204K
SOA Wealth Advisors, LLC. 0.04% No change 2,488 $203K
Nicolet Bankshares Inc. 0.01% New 2,506 $202K
Shelton Capital Management 0.00% No change 2,460 $200K
Crestwood Advisors Group, LLC 0.00% New 2,460 $200K
Cresset Asset Management, LLC 0.00% New 2,455 $200K
Osaic Holdings, Inc. 0.00% Reduce -1.2% 2,393 $195K
Simplex Trading, LLC 0.01% New 2,283 $186K
Ensign Peak Advisors, Inc 0.00% No change 2,106 $172K
Smartleaf Asset Management LLC 0.01% Reduce -33.1% 1,918 $154K
Bayforest Capital Ltd 0.17% Add +80.6% 1,833 $149K
Parkside Financial Bank & Trust 0.01% Reduce -16.4% 1,765 $144K
MAI Capital Management 0.00% Add +113.3% 1,719 $140K
Key Financial Inc 0.02% No change 1,715 $140K
Assetmark, Inc. 0.00% Reduce -4.7% 1,452 $118K
Evergreen Private Wealth LLC 0.05% No change 1,372 $112K
KBC Group NV 0.00% No change 1,347 $110K
Rothschild Investment LLC 0.01% Add +6.2% 1,279 $104K
Allworth Financial LP 0.00% Add +34.6% 1,179 $96K
Quent Capital, LLC 0.01% Add +5.8% 1,159 $94K
State of Wyoming 0.01% Add +179.2% 1,142 $93K
STRS Ohio 0.00% Reduce -3.3% 1,028 $84K
Tower Research Capital LLC (TRC) 0.00% Reduce -9.5% 1,011 $82K
New Age Alpha Advisors, LLC 0.00% Reduce -2.7% 1,008 $82K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +10.8% 1,005 $82K
Fifth Third Bancorp 0.00% Add +10.1% 971 $79K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +29.2% 850 $69K
EverSource Wealth Advisors, LLC 0.00% Add +8.6% 832 $68K
Quarry LP 0.01% Reduce -24.5% 791 $64K
Huntington National Bank 0.00% Add +78800.0% 789 $64K
Hantz Financial Services, Inc. 0.00% Add +5.5% 770 $63K
MetLife Investment Management, LLC 0.00% Reduce -3.0% 704 $57K
Signaturefd, LLC 0.00% Add +147.6% 661 $54K
Cary Street Partners Investment Advisory LLC 0.01% Add +1045.6% 653 $53K
Bessemer Group Inc. 0.00% Add +1.8% 639 $52K
Greykasell Wealth Strategies, Inc. 0.02% No change 502 $41K
Nomura Asset Management Co. Ltd. 0.00% No change 470 $38K
Northwestern Mutual Wealth Management Co. 0.00% Add +6.8% 470 $38K
Larson Financial Group LLC 0.00% Add +324.3% 454 $37K
Blue Trust, Inc. 0.00% Reduce -23.9% 454 $37K
SJS Investment Consulting Inc. 0.00% Add +8.1% 453 $37K
Parallel Advisors, LLC 0.00% Add +17.3% 447 $36K
Arax Advisory Partners 0.00% Add +12.9% 430 $35K
Covestor Ltd 0.02% Reduce -48.0% 371 $30K
Root Financial Partners, LLC 0.00% Add +36.2% 301 $25K
Salomon & Ludwin, LLC 0.00% Reduce -6.1% 294 $24K
Smithfield Trust Co 0.00% No change 260 $21K
True Wealth Design, LLC 0.01% Add +66.7% 245 $20K
UMB Bank, n.a. 0.00% Reduce -0.9% 229 $19K
Peregrine Capital Management LLC 0.00% No change 218 $18K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -11.4% 218 $18K
Mather Group, Llc. 0.00% New 202 $16K
Keating Financial Advisory Services, Inc. 0.00% Add +13.8% 190 $15K
Basecamp Wealth Advisors LLC 0.00% Add +52.9% 185 $15K
Essential Partners LLC 0.00% Reduce -35.4% 175 $14K
Twin Peaks Wealth Advisors, LLC 0.00% New 169 $14K
Steward Partners Investment Advisory, LLC 0.00% No change 161 $13K
DT Investment Partners, LLC 0.00% No change 156 $13K
Private Trust Co. NA 0.00% Add +13.2% 154 $13K
Elevation Wealth Partners, LLC 0.00% Reduce -45.2% 142 $12K
Foster Dykema Cabot & Partners, LLC 0.00% No change 131 $11K
CVA Family Office, LLC 0.00% Add +337.0% 118 $10K
Red Tortoise LLC 0.00% No change 114 $9K
Harbour Investments, Inc. 0.00% New 105 $9K
Manchester Capital Management LLC 0.00% Add +5.4% 97 $8K
Clearstead Advisors, LLC 0.00% Reduce -92.4% 96 $8K
Ancora Advisors LLC 0.00% Reduce -85.6% 90 $7K
Advisory Services Network, LLC 0.00% New 90 $7K
Whipplewood Advisors, LLC 0.00% New 84 $7K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 71 $6K
JFS Wealth Advisors, LLC 0.00% Reduce -25.0% 69 $6K
Sound Income Strategies, LLC 0.00% Reduce -14.3% 66 $5K
Spire Wealth Management 0.00% Add +966.7% 64 $5K
IFP Advisors, Inc 0.00% Add +12.5% 63 $5K
Rossby Financial, LCC 0.00% Add +1140.0% 62 $5K
NewEdge Advisors, LLC 0.00% No change 58 $5K
Bare Financial Services, Inc 0.00% Reduce -25.0% 57 $5K
Millstone Evans Group, LLC 0.00% No change 54 $4K
Fortitude Family Office, LLC 0.00% Add +184.2% 54 $4K
Kilter Group LLC 0.00% Add +550.0% 52 $4K
Cornerstone Planning Group LLC 0.00% Add +10.9% 51 $4K
JDM Financial Group LLC 0.00% New 50 $4K
WPG Advisers, LLC 0.00% No change 49 $4K
Private Wealth Management Group, LLC 0.00% Reduce -37.8% 46 $4K
Bell Investment Advisors, Inc 0.00% No change 44 $4K
Brown Brothers Harriman & Co. 0.00% No change 43 $4K
Albion Financial Group 0.00% Add +70.8% 41 $3K
Sapience Investments, LLC 0.32% New 30 $2K
HM Payson & Co. 0.00% Reduce -98.7% 27 $2K
Cornerstone Financial Management LLC 0.00% Add +84.6% 24 $2K
High Note Wealth, LLC 0.00% No change 24 $2K
JPL Wealth Management, LLC 0.00% New 24 $2K
Farmers & Merchants Investments Inc. 0.00% Reduce -7.7% 24 $2K
Marquette Asset Management, LLC 0.00% New 21 $2K
Prestige Wealth Management Group LLC 0.00% No change 21 $2K
Sunrise Financial Services, LLC 0.00% No change 20 $2K
Rialto Wealth Management, LLC 0.00% Add +58.3% 19 $2K
Westside Investment Management, Inc. 0.00% No change 18 $1K
Clean Yield Group 0.00% No change 17 $1K
First Horizon Corp. 0.00% No change 17 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 15 $1K
Bruce G. Allen Investments, LLC 0.00% Reduce -16.7% 15 $1K
Physician Wealth Advisors, Inc. 0.00% New 12 $978
Bartlett & Co. Wealth Management LLC 0.00% New 11 $899
Arlington Trust Co LLC 0.00% New 10 $815
Bay Harbor Wealth Management, LLC 0.00% Add +42.9% 10 $814
Sachetta, LLC 0.00% No change 9 $734
Cromwell Holdings LLC 0.00% No change 7 $570
Highline Wealth Partners LLC 0.00% New 7 $570
Godfrey Financial Associates, Inc. 0.00% No change 6 $489
Breakwater Investment Management 0.00% New 6 $489
Horizon Investments, LLC 0.00% New 6 $489
Vermillion Wealth Management, Inc. 0.00% New 4 $326
HFM Investment Advisors, LLC 0.00% Reduce -20.0% 4 $326
MV Capital Management, Inc. 0.00% New 4 $326
Gilpin Wealth Management, LLC 0.00% Reduce -25.0% 3 $245
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 3 $245
Ankerstar Wealth, LLC 0.00% Reduce -60.0% 2 $163
Curio Wealth, LLC 0.00% New 2 $163
GHP Investment Advisors, Inc. 0.00% New 2 $163
Hughes Financial Services, LLC 0.00% New 2 $163
TFC Financial Management, Inc. 0.00% No change 1 $82
Raffa Wealth Management, LLC 0.00% New 1 $81
SBI Securities Co., Ltd. 0.00% No change 1 $81

"% of holder's portfolio" is AGO's weight in each manager's 13F, not the share of Assured Guaranty Ltd. the manager owns.