Assured GuarantyAGO
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 370 institutions reported holding Assured Guaranty Ltd. (AGO) in their 13F filings, down 1 from Q1 2026. 55 opened new positions and 55 sold out. The largest holders were BlackRock, Inc. ($463.9M), Vanguard Portfolio Management LLC ($317.9M) and Dimensional Fund Advisors LP ($242.7M). 9 famous investors held it, including Joel Greenblatt (0.0% 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $35.4M |
| Exits | 55 | $17.6M |
All 13F filers, Q1 2026 → Q2 2026: 2,937,317 shares bought and 3,201,303 shares sold, net −263,986 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 370 holders
| BlackRock, Inc. | 0.01% | Add +0.1% | 5,787,502 | $463.9M |
| Vanguard Portfolio Management LLC | 0.01% | Add +1.0% | 3,965,491 | $317.9M |
| Dimensional Fund Advisors LP | 0.04% | Add +0.5% | 3,027,991 | $242.7M |
| Vanguard Capital Management LLC | 0.00% | Reduce -2.5% | 1,916,655 | $153.6M |
| State Street Corp. | 0.00% | Add +0.9% | 1,586,416 | $127.2M |
| First Trust Advisors LP | 0.07% | Add +11.9% | 1,518,088 | $121.7M |
| American Century Companies Inc. | 0.05% | Add +6.6% | 1,403,093 | $112.5M |
| AQR Capital Management | 0.04% | Add +62.1% | 1,395,148 | $111.7M |
| Reinhart Partners, Llc. | 2.28% | Reduce -3.2% | 1,246,181 | $99.9M |
| River Road Asset Management, LLC | 1.04% | Reduce -38.6% | 1,160,270 | $93.0M |
| Royce & Associates LP | 0.68% | Add +8.0% | 1,060,397 | $84.9M |
| Fuller & Thaler Asset Management, Inc. | 0.18% | Reduce -3.4% | 820,652 | $65.8M |
| Principal Financial Group Inc. | 0.03% | Reduce -3.3% | 754,859 | $60.5M |
| Gendell Jeffrey L | 0.53% | Add +195.9% | 726,136 | $58.2M |
| Geode Capital Management, LLC | 0.00% | Reduce -2.4% | 716,703 | $57.5M |
| Morgan Stanley | 0.00% | Add +4.3% | 594,406 | $47.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.5% | 573,964 | $46.0M |
| Norges Bank | 0.00% | — | 537,845 | $43.1M |
| Boston Partners | 0.03% | Reduce -15.5% | 486,458 | $39.2M |
| Northern Trust Corp. | 0.00% | Reduce -0.8% | 444,566 | $35.6M |
| Brown Advisory Inc. | 0.05% | Add +2.6% | 415,675 | $33.3M |
| Quantinno Capital Management LP | 0.04% | Reduce -19.8% | 400,665 | $32.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +6.0% | 386,385 | $31.0M |
| Long Focus Capital Management, LLC | 1.26% | No change | 380,000 | $30.5M |
| Bank of America Corp. | 0.00% | Add +4.4% | 375,596 | $30.1M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +18.1% | 300,592 | $24.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.7% | 287,238 | $23.0M |
| Wellington Management Group LLP | 0.00% | Reduce -22.9% | 283,634 | $22.7M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -17.8% | 273,216 | $21.9M |
| Vanguard Fiduciary Trust Co. | 0.00% | Reduce -1.9% | 264,553 | $21.2M |
| Pine Valley Investments Ltd Liability Co | 0.86% | Reduce -0.1% | 253,136 | $20.3M |
| Gotham Asset Management | 0.05% | Reduce -8.4% | 249,502 | $20.0M |
| Two Sigma Investments, LP | 0.01% | Reduce -55.4% | 233,321 | $18.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -48.0% | 216,103 | $17.3M |
| Barclays PLC | 0.01% | Reduce -17.2% | 200,526 | $16.1M |
| UBS Group AG | 0.00% | Add +19.3% | 190,307 | $15.3M |
| HRT Financial LP | 0.03% | Add +1538.3% | 180,291 | $14.5M |
| D. E. Shaw & Co. | 0.01% | Add +36.5% | 180,107 | $14.4M |
| Public Sector Pension Investment Board | 0.04% | Reduce -4.5% | 179,588 | $14.4M |
| Allianz Asset Management GmbH | 0.01% | Add +29.7% | 171,576 | $13.8M |
| Citadel Advisors | 0.01% | Add +32.6% | 168,908 | $13.5M |
| Man Group plc | 0.03% | Reduce -17.8% | 167,649 | $13.4M |
| Franklin Resources Inc. | 0.00% | Reduce -57.0% | 165,281 | $13.2M |
| Invesco Ltd. | 0.00% | Reduce -17.2% | 163,380 | $13.1M |
| LRI Investments, LLC | 0.95% | Reduce -13.4% | 147,309 | $11.8M |
| Victory Capital Management Inc. | 0.01% | Add +16.6% | 146,450 | $11.7M |
| Russell Investments Group, Ltd. | 0.01% | Add +7.0% | 140,039 | $11.2M |
| BNP Paribas Financial Markets | 0.01% | Reduce -19.5% | 137,905 | $11.1M |
| Mackenzie Financial Corp. | 0.01% | Add +1101.6% | 135,455 | $10.9M |
| JPMorgan Chase & Co. | 0.00% | Add +31.6% | 125,315 | $10.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.5% | 125,936 | $10.1M |
| Clearbridge Investments, LLC | 0.01% | Reduce -0.1% | 122,428 | $9.8M |
| Cambria Investment Management, L.P. | 0.47% | Add +7.2% | 118,624 | $9.5M |
| Legal & General Group Plc | 0.00% | Reduce -3.7% | 97,778 | $7.8M |
| FMR LLC | 0.00% | Add +30.1% | 96,567 | $7.7M |
| Susquehanna International Group, LLP | 0.01% | New | 94,726 | $7.6M |
| Natixis | 0.04% | Add +223.2% | 94,160 | $7.5M |
| California Public Employees Retirement System | 0.00% | Reduce -26.2% | 93,733 | $7.5M |
| Wells Fargo & Company | 0.00% | Reduce -15.2% | 93,003 | $7.5M |
| Capitolis Liquid Global Markets LLC | 0.03% | No change | 86,900 | $7.0M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -8.8% | 86,751 | $7.0M |
| Rhumbline Advisers | 0.01% | Reduce -19.6% | 85,585 | $6.9M |
| Swiss National Bank | 0.00% | Reduce -1.3% | 85,500 | $6.9M |
| Millennium Management | 0.00% | New | 83,626 | $6.7M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | Add +5.0% | 83,025 | $6.7M |
| Capital Fund Management S.A. | 0.05% | Add +90.3% | 81,360 | $6.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -16.1% | 79,181 | $6.3M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.6% | 78,581 | $6.3M |
| Trexquant Investment LP | 0.04% | Add +26.4% | 78,044 | $6.3M |
| Amundi | 0.00% | Add +37.8% | 77,873 | $6.2M |
| Teacher Retirement System of Texas | 0.02% | Reduce -2.2% | 77,692 | $6.2M |
| Squarepoint Ops LLC | 0.01% | Add +856.5% | 75,842 | $6.1M |
| Bridgewater Associates | 0.02% | Reduce -7.1% | 66,359 | $5.3M |
| Nuveen, LLC | 0.00% | Reduce -21.3% | 65,388 | $5.2M |
| Vest Financial, LLC | 0.05% | Reduce -22.2% | 62,733 | $5.0M |
| Point72 Asset Management | 0.01% | New | 57,998 | $4.6M |
| Alliancebernstein L.P. | 0.00% | Add +13.1% | 55,514 | $4.5M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -3.5% | 56,251 | $4.5M |
| Stifel Financial Corp. | 0.00% | Reduce -2.4% | 51,748 | $4.1M |
| Cerity Partners LLC | 0.00% | Reduce -8.7% | 49,778 | $4.0M |
| California State Teachers Retirement System | 0.00% | Reduce -2.9% | 48,188 | $3.9M |
| HSBC Holdings PLC | 0.00% | Reduce -49.1% | 45,306 | $3.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +14.7% | 44,870 | $3.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.1% | 41,629 | $3.3M |
| SG Americas Securities, LLC | 0.00% | Reduce -69.8% | 40,791 | $3.3M |
| De Lisle Partners LLP | 0.35% | No change | 39,721 | $3.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +23.0% | 38,335 | $3.1M |
| Engineers Gate Manager LP | 0.04% | Add +568.4% | 36,943 | $3.0M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | No change | 35,150 | $2.8M |
| State of Wisconsin Investment Board | 0.01% | Reduce -4.8% | 35,139 | $2.8M |
| VELA Investment Management, LLC | 0.69% | No change | 34,892 | $2.8M |
| Harbor Capital Advisors, Inc. | 0.19% | Add +2.5% | 34,700 | $2.8M |
| Vinva Investment Management Ltd | 0.02% | Add +248.6% | 23,231 | $2.7M |
| EULAV Asset Management | 0.08% | Reduce -46.7% | 32,000 | $2.6M |
| Bank of Nova Scotia | 0.00% | Reduce -53.7% | 27,755 | $2.2M |
| New York State Common Retirement Fund | 0.00% | Reduce -5.5% | 27,703 | $2.2M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -30.5% | 27,330 | $2.2M |
| Creative Planning | 0.00% | Add +18.8% | 26,698 | $2.1M |
| Diametric Capital, LP | 0.23% | Add +80.2% | 26,424 | $2.1M |
| Moneco Advisors, LLC | 0.13% | New | 26,399 | $2.1M |
| Sei Investments Co. | 0.00% | Reduce -36.0% | 25,921 | $2.1M |
| Hancock Whitney Corp. | 0.03% | No change | 25,197 | $2.0M |
| Citigroup Inc. | 0.00% | Add +4.9% | 25,150 | $2.0M |
| KLP Kapitalforvaltning As | 0.01% | Add +16.3% | 25,000 | $2.0M |
| Hillsdale Investment Management Inc. | 0.05% | Reduce -34.4% | 24,800 | $2.0M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -0.8% | 22,311 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Add +54.0% | 20,855 | $1.7M |
| TT Capital Management LLC | 1.29% | New | 20,626 | $1.7M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Add +43.1% | 19,699 | $1.6M |
| Focus Partners Wealth | 0.00% | Reduce -22.4% | 19,376 | $1.6M |
| Corient Private Wealth LP | 0.00% | Reduce -74.2% | 19,183 | $1.5M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -26.9% | 18,962 | $1.5M |
| Toronto Dominion Bank | 0.00% | Add +20.9% | 18,815 | $1.5M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +4.2% | 18,652 | $1.5M |
| M&T Bank Corp | 0.00% | Reduce -8.2% | 18,522 | $1.5M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -5.2% | 18,200 | $1.5M |
| RBF Capital, LLC | 0.06% | No change | 18,000 | $1.4M |
| CenterBook Partners LP | 0.07% | New | 17,874 | $1.4M |
| Treasurer of the State of North Carolina | 0.00% | Reduce -3.3% | 17,796 | $1.4M |
| Jupiter Topco LLC | 0.00% | — | 17,465 | $1.4M |
| Chou Associates Management Inc. | 0.63% | No change | 16,990 | $1.4M |
| Mariner, LLC | 0.00% | Add +178.1% | 16,866 | $1.4M |
| Natixis Advisors, LLC | 0.00% | Reduce -14.5% | 15,930 | $1.3M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -32.6% | 15,881 | $1.3M |
| Tidal Investments LLC | 0.00% | Add +14.1% | 15,728 | $1.3M |
| Pathstone Holdings, LLC | 0.00% | Add +10.0% | 15,218 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +13.1% | 15,137 | $1.2M |
| Verdence Capital Advisors LLC | 0.06% | Reduce -48.1% | 15,031 | $1.2M |
| Evergreen Capital Management LLC | 0.02% | Add +50.8% | 14,752 | $1.2M |
| IMC-Chicago, LLC | 0.01% | New | 14,383 | $1.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 13,915 | $1.1M |
| Summit Global Investments | 0.06% | No change | 13,645 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +8.3% | 13,577 | $1.1M |
| James Investment Research, Inc. | 0.11% | Reduce -0.0% | 13,450 | $1.1M |
| Bank of Montreal | 0.00% | Add +8.5% | 13,084 | $1.0M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -3.9% | 12,919 | $1.0M |
| Cary Street Partners Financial LLC | 0.02% | Reduce -16.8% | 12,500 | $1.0M |
| Handelsbanken Fonder AB | 0.00% | No change | 12,404 | $994K |
| ExodusPoint Capital Management, LP | 0.01% | Add +41.2% | 12,321 | $988K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.5% | 12,309 | $987K |
| &partners | 0.00% | Reduce -1.2% | 12,126 | $972K |
| Amalgamated Bank | 0.01% | Reduce -11.1% | 11,935 | $957K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +7301.9% | 11,917 | $955K |
| Quadrant Capital Group LLC | 0.03% | Reduce -3.0% | 11,878 | $952K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -20.1% | 11,841 | $949K |
| Arizona State Retirement System | 0.00% | Reduce -2.4% | 11,754 | $942K |
| Frec Markets, Inc. | 0.08% | Add +139.4% | 11,545 | $925K |
| Holocene Advisors, LP | 0.00% | New | 11,483 | $920K |
| HB Wealth Management, LLC | 0.01% | Add +112.8% | 11,359 | $911K |
| Intech Investment Management LLC | 0.01% | Reduce -49.4% | 11,355 | $910K |
| Yousif Capital Management, LLC | 0.01% | Reduce -3.1% | 11,220 | $899K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 11,049 | $886K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 10,751 | $861K |
| Balyasny Asset Management L.P. | 0.00% | New | 10,699 | $858K |
| Sanctuary Advisors, LLC | 0.00% | Add +2.8% | 10,632 | $852K |
| Neuberger Berman Group LLC | 0.00% | Add +5.3% | 10,506 | $842K |
| Jump Financial, LLC | 0.01% | New | 10,274 | $824K |
| Aquatic Capital Management LLC | 0.03% | Reduce -22.8% | 10,273 | $823K |
| LPL Financial LLC | 0.00% | Reduce -41.5% | 9,965 | $799K |
| Entropy Technologies, LP | 0.03% | Reduce -7.8% | 9,909 | $794K |
| Mraz, Amerine & Associates, Inc. | 0.11% | Reduce -1.6% | 9,888 | $793K |
| Deutsche Bank AG | 0.00% | Add +5.1% | 9,884 | $792K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -7.9% | 9,866 | $791K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -10.2% | 9,786 | $784K |
| Campbell & CO Investment Adviser LLC | 0.04% | New | 9,643 | $773K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -4.5% | 9,450 | $758K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -1.5% | 9,271 | $743K |
| Jain Global LLC | 0.01% | New | 9,011 | $722K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.7% | 9,000 | $721K |
| Tudor Investment Corporation | 0.00% | Reduce -70.4% | 8,965 | $719K |
| PEAK6 LLC | 0.02% | New | 8,706 | $698K |
| Chicago Partners Investment Group LLC | 0.01% | Add +29.0% | 8,101 | $682K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -3.5% | 8,389 | $672K |
| Aster Capital Management (DIFC) Ltd | 0.14% | New | 8,370 | $671K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -15.2% | 8,348 | $669K |
| Royal Bank of Canada | 0.00% | Reduce -50.1% | 8,346 | $669K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +8.3% | 7,967 | $639K |
| ARGA Investment Management, LP | 0.02% | No change | 7,938 | $636K |
| Nisa Investment Advisors, LLC | 0.00% | Add +27.4% | 7,548 | $605K |
| Quantbot Technologies LP | 0.02% | New | 7,402 | $593K |
| Quadrature Capital Ltd | 0.01% | Add +104.8% | 7,314 | $586K |
| EntryPoint Capital, LLC | 0.14% | Add +79.3% | 7,247 | $581K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -8.7% | 7,110 | $570K |
| New York State Teachers Retirement System | 0.00% | Add +23.4% | 7,053 | $565K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +41.9% | 6,693 | $537K |
| BTG Pactual Asset Management US LLC | 0.04% | New | 6,680 | $535K |
| Captrust Financial Advisors | 0.00% | Add +45.6% | 6,489 | $520K |
| Evolve Private Wealth, LLC | 0.03% | Reduce -30.1% | 6,390 | $512K |
| XTX Topco Ltd | 0.01% | Reduce -88.1% | 5,634 | $452K |
| Jones Financial Companies LLLP | 0.00% | Add +11.5% | 5,518 | $440K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.5% | 5,451 | $437K |
| Cetera Investment Advisers | 0.00% | Reduce -7.8% | 5,397 | $433K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 5,375 | $431K |
| Sagewood Asset Management LP | 0.10% | Reduce -32.0% | 5,259 | $422K |
| Mutual of America Capital Management LLC | 0.00% | Add +4.4% | 5,177 | $415K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -13.9% | 5,082 | $407K |
| Empowered Funds, LLC | 0.00% | No change | 4,993 | $400K |
| Rothschild Investment LLC | 0.01% | Add +281.9% | 4,884 | $392K |
| Choreo, LLC | 0.00% | Reduce -15.7% | 4,854 | $389K |
| 111 Capital | 0.07% | Add +37.6% | 4,805 | $385K |
| Voya Investment Management LLC | 0.00% | Add +48.8% | 4,665 | $374K |
| Kera Capital Partners, Inc. | 0.04% | Reduce -17.8% | 4,664 | $374K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -96.8% | 4,628 | $371K |
| Renaissance Technologies | 0.00% | Add +76.0% | 4,400 | $353K |
| Citizens Financial Group Inc. | 0.00% | Add +4.0% | 4,336 | $348K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -21.7% | 4,334 | $347K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +23.9% | 4,236 | $340K |
| Canada Pension Plan Investment Board | 0.00% | No change | 4,200 | $337K |
| US Bancorp \de | 0.00% | Reduce -47.7% | 4,143 | $332K |
| Procyon Advisors, LLC | 0.01% | Reduce -1.9% | 4,067 | $326K |
| HighTower Advisors, LLC | 0.00% | Reduce -42.1% | 3,993 | $320K |
| Praxis Investment Management Inc. | 0.02% | No change | 3,960 | $317K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 3,947 | $316K |
| Panagora Asset Management Inc. | 0.00% | No change | 3,900 | $313K |
| Front Row Advisors LLC | 0.09% | Reduce -2.4% | 4,133 | $311K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Reduce -15.4% | 3,843 | $308K |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.01% | New | 3,842 | $308K |
| Storgate, LLC | 0.06% | New | 3,728 | $299K |
| Magnetar Financial LLC | 0.00% | Reduce -92.4% | 3,681 | $295K |
| MAI Capital Management | 0.00% | Add +100.0% | 3,438 | $276K |
| Orion Porfolio Solutions, LLC | 0.00% | No change | 3,340 | $268K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -17.8% | 3,257 | $261K |
| Clear Harbor Asset Management, LLC | 0.02% | New | 3,250 | $261K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 3,238 | $260K |
| Lecap Asset Management Ltd. | 0.11% | Reduce -4.7% | 3,229 | $259K |
| Ethic Inc. | 0.00% | New | 3,200 | $257K |
| R Squared Ltd | 0.13% | New | 3,187 | $255K |
| Xponance LLC | 0.00% | Reduce -4.3% | 3,110 | $249K |
| Vise Technologies, Inc. | 0.00% | Add +22.7% | 3,104 | $249K |
| Sigma Planning Corp | 0.01% | Reduce -0.0% | 3,080 | $247K |
| HUB Investment Partners, LLC | 0.00% | Reduce -6.9% | 3,063 | $246K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -16.6% | 2,996 | $240K |
| Swiss Life Asset Management Ltd | 0.00% | New | 2,987 | $239K |
| Marshall Wace, LLP | 0.00% | New | 2,900 | $232K |
| Atom Investors LP | 0.02% | New | 2,864 | $230K |
| GAMMA Investing LLC | 0.01% | Reduce -1.5% | 2,834 | $227K |
| Sage Rhino Capital LLC | 0.04% | Add +1.9% | 2,801 | $225K |
| Ensign Peak Advisors, Inc | 0.00% | Add +30.9% | 2,756 | $221K |
| Gsa Capital Partners LLP | 0.01% | New | 2,729 | $219K |
| Certuity, LLC | 0.01% | Reduce -42.4% | 2,715 | $218K |
| Diversified Trust Co. | 0.00% | New | 2,674 | $214K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -54.7% | 2,668 | $214K |
| CIBC Asset Management Inc | 0.00% | Reduce -14.6% | 2,637 | $211K |
| Ballentine Partners, LLC | 0.00% | Reduce -21.2% | 2,626 | $211K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -9.8% | 2,621 | $210K |
| Clearstead Advisors, LLC | 0.00% | Add +2617.7% | 2,609 | $209K |
| Lido Advisors, LLC | 0.00% | Reduce -5.9% | 2,550 | $204K |
| Commerce Bank | 0.00% | No change | 2,526 | $202K |
| Callan Family Office, LLC | 0.00% | New | 2,512 | $201K |
| Shelton Capital Management | 0.00% | Add +1.7% | 2,502 | $201K |
| SOA Wealth Advisors, LLC. | 0.03% | No change | 2,488 | $199K |
| Arax Advisory Partners | 0.00% | Add +470.5% | 2,453 | $197K |
| Acadian Asset Management LLC | 0.00% | New | 2,329 | $186K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -34.0% | 2,187 | $175K |
| Smartleaf Asset Management LLC | 0.01% | No change | 1,918 | $154K |
| Key Financial Inc | 0.02% | No change | 1,715 | $137K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -4.4% | 1,687 | $135K |
| First Washington CORP | 0.03% | New | 1,663 | $133K |
| STRS Ohio | 0.00% | Add +60.9% | 1,654 | $133K |
| Osaic Holdings, Inc. | 0.00% | Reduce -31.6% | 1,638 | $131K |
| Assetmark, Inc. | 0.00% | Add +10.8% | 1,609 | $129K |
| Signaturefd, LLC | 0.00% | Add +112.7% | 1,406 | $113K |
| Evergreen Private Wealth LLC | 0.04% | No change | 1,372 | $110K |
| KBC Group NV | 0.00% | No change | 1,347 | $108K |
| Sterling Capital Management LLC | 0.00% | Reduce -65.7% | 1,257 | $101K |
| Versant Capital Management, Inc | 0.01% | Reduce -67.5% | 1,189 | $95K |
| Quent Capital, LLC | 0.01% | Reduce -0.4% | 1,154 | $93K |
| Covestor Ltd | 0.05% | Add +210.2% | 1,151 | $92K |
| New Age Alpha Advisors, LLC | 0.00% | Reduce -3.7% | 971 | $78K |
| Allworth Financial LP | 0.00% | Reduce -19.5% | 949 | $76K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -81.7% | 920 | $74K |
| Persistent Asset Partners Ltd | 0.02% | New | 901 | $72K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +4.7% | 871 | $70K |
| Fifth Third Bancorp | 0.00% | Reduce -10.5% | 869 | $70K |
| Larson Financial Group LLC | 0.00% | Add +89.0% | 858 | $69K |
| MetLife Investment Management, LLC | 0.00% | Reduce -3.3% | 681 | $55K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -14.9% | 655 | $53K |
| Elevation Wealth Partners, LLC | 0.01% | Add +309.1% | 581 | $47K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -31.8% | 580 | $46K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -43.1% | 575 | $46K |
| Quantum Portfolio Management LLC | 0.02% | New | 568 | $46K |
| Salomon & Ludwin, LLC | 0.00% | Add +64.0% | 482 | $39K |
| Parallel Advisors, LLC | 0.00% | Add +5.2% | 470 | $38K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -28.6% | 466 | $37K |
| Blue Trust, Inc. | 0.00% | Add +1.1% | 459 | $37K |
| Bessemer Group Inc. | 0.00% | Reduce -29.6% | 450 | $36K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -27.7% | 340 | $27K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -26.9% | 331 | $27K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -67.8% | 324 | $26K |
| True Wealth Design, LLC | 0.01% | Add +25.7% | 308 | $25K |
| Global Retirement Partners, LLC | 0.00% | — | 292 | $23K |
| Smithfield Trust Co | 0.00% | No change | 260 | $21K |
| V-Square Quantitative Management LLC | 0.00% | New | 255 | $20K |
| Essential Partners LLC | 0.01% | Add +35.4% | 237 | $19K |
| Kilter Group LLC | 0.01% | Add +319.2% | 218 | $17K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -2.3% | 213 | $17K |
| Mather Group, Llc. | 0.00% | No change | 202 | $16K |
| UMB Bank, n.a. | 0.00% | Reduce -16.2% | 192 | $15K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -59.6% | 190 | $15K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -13.2% | 165 | $13K |
| DT Investment Partners, LLC | 0.00% | No change | 156 | $13K |
| Private Trust Co. NA | 0.00% | Reduce -6.5% | 144 | $12K |
| Bare Financial Services, Inc | 0.00% | Add +143.9% | 139 | $11K |
| Basecamp Wealth Advisors LLC | 0.00% | Reduce -28.6% | 132 | $11K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 110 | $9K |
| IFP Advisors, Inc | 0.00% | Add +73.0% | 109 | $9K |
| CVA Family Office, LLC | 0.00% | Reduce -15.3% | 100 | $8K |
| Manchester Capital Management LLC | 0.00% | Reduce -5.2% | 92 | $7K |
| AdvisorNet Financial, Inc | 0.00% | New | 85 | $7K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 71 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 69 | $6K |
| High Note Wealth, LLC | 0.00% | Add +187.5% | 69 | $6K |
| Rossby Financial, LCC | 0.00% | Add +3.2% | 64 | $5K |
| Huntington National Bank | 0.00% | Reduce -91.9% | 64 | $5K |
| Optiver Holding B.V. | 0.00% | New | 59 | $5K |
| Picton Mahoney Asset Management | 0.00% | New | 59 | $5K |
| NewEdge Advisors, LLC | 0.00% | No change | 58 | $5K |
| Millstone Evans Group, LLC | 0.00% | No change | 54 | $4K |
| JDM Financial Group LLC | 0.00% | No change | 50 | $4K |
| WPG Advisers, LLC | 0.00% | No change | 49 | $4K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -9.8% | 46 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 46 | $4K |
| United Financial Planning Group LLC | 0.00% | New | 45 | $4K |
| Fortitude Family Office, LLC | 0.00% | Reduce -16.7% | 45 | $4K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 43 | $3K |
| Ameriflex Group, Inc. | 0.00% | New | 42 | $3K |
| Fiduciary Financial Advisors | 0.00% | New | 43 | $3K |
| Valued Wealth Advisors LLC | 0.00% | New | 33 | $3K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -99.1% | 32 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -34.1% | 29 | $2K |
| HM Payson & Co. | 0.00% | No change | 27 | $2K |
| Cornerstone Financial Management LLC | 0.00% | Add +12.5% | 27 | $2K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -71.4% | 24 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +100.0% | 24 | $2K |
| Albion Financial Group | 0.00% | Reduce -41.5% | 24 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 24 | $2K |
| Creative Capital Management Investments LLC | 0.00% | New | 22 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 21 | $2K |
| Sunrise Financial Services, LLC | 0.00% | No change | 20 | $2K |
| Westside Investment Management, Inc. | 0.00% | No change | 18 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 15 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Reduce -26.3% | 14 | $1K |
| Quarry LP | 0.00% | Reduce -98.4% | 13 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -20.0% | 12 | $962 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +20.0% | 12 | $962 |
| CoreCap Advisors, LLC | 0.00% | New | 11 | $882 |
| Arlington Trust Co LLC | 0.00% | No change | 10 | $802 |
| HFM Investment Advisors, LLC | 0.00% | Add +125.0% | 9 | $722 |
| MV Capital Management, Inc. | 0.00% | Add +75.0% | 7 | $562 |
| Cromwell Holdings LLC | 0.00% | No change | 7 | $561 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 7 | $561 |
| West Paces Advisors Inc. | 0.00% | New | 6 | $481 |
| IFG Advisory, LLC | 0.00% | New | 5 | $401 |
| SBI Securities Co., Ltd. | 0.00% | Add +400.0% | 5 | $401 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 4 | $321 |
| Horizon Investments, LLC | 0.00% | Reduce -50.0% | 3 | $240 |
| SHP Wealth Management | 0.00% | New | 3 | $240 |
| DecisionPoint Financial, LLC | 0.00% | New | 2 | $163 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 2 | $161 |
| Davis Capital Management | 0.00% | New | 2 | $160 |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -81.8% | 2 | $160 |
| Hughes Financial Services, LLC | 0.00% | No change | 2 | $160 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $81 |
| Maryland Capital Advisors Inc. | 0.00% | — | 1 | $81 |
| Activest Wealth Management | 0.00% | New | 1 | $80 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 1 | $80 |
| Avion Wealth | 0.00% | New | 7 | $0 |
| Evolution Advisers, Inc. | 0.00% | New | 5 | $0 |
| Navigoe, LLC | 0.00% | New | 3 | $0 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 6 | $0 |
"% of holder's portfolio" is AGO's weight in each manager's 13F, not the share of Assured Guaranty Ltd. the manager owns.