Assured GuarantyAGO
13F holders, Q1 2026 (March 31)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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $49.4M |
| Exits | 46 | $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.