Public record / Tickers / AGNC

AGNC — AGNC Investment Corp.

Both disclosure regimes on one name: who in Congress filed about AGNC, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
6
all PTR rows naming AGNC
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
05-19
filed 2023-05-19
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $1.0K–$15.0K

Sale · traded 2023-04-10 → filed 2023-05-19. Ranked over every AGNC row by the provable lower bound, never a point estimate.

No member disclosed AGNC in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated AGNC rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING AGNC · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning AGNC
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-05-19Daniel S. Goldman D–NY-10SaleTraded 04-10 +39d$1K–$15K
2023-04-17Daniel S. Goldman D–NY-10Sale · partial (partial sale)Traded 03-01 LATE·47d$1K–$15K
2022-12-12Chris Jacobs R–NY-27PurchaseTraded 11-08 +34d$1K–$15K
2022-11-16Chris Jacobs R–NY-27SaleTraded 10-07 +40d$1K–$15K
2022-07-28Chris Jacobs R–NY-27PurchaseTraded 06-21 +37d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 6 ↗

Members active in AGNC

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed AGNC in the trailing 12 months.

Congress ↔ notable managers · AGNC

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $968K held

new + add vs trim + exit, by shares · $ = reported value now, not the change · Agnc Investment Corp - US REIT

Merged timeline of congressional filings and notable-manager moves on AGNC
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+20,000 sh
2026-05-15Tudor Investment Corp 13Ftrim−1,346,166 sh
2026-05-14Caxton Associates 13Fexit−147,067 sh

3 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of AGNC for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$606M1
2VANGUARD CAPITAL MANAGEMENT LLC$496M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$450M1
4UBS Group AG$232M1
5STATE STREET CORP$194M1
6EQUITY INVESTMENT CORP$97.2M1
7BANK OF AMERICA CORP /DE/$86.8M1
8Qube Research & Technologies Ltd$78.1M1
9CHARLES SCHWAB INVESTMENT MANAGEMENT INC$77.4M1
10VICTORY CAPITAL MANAGEMENT INC$74.9M1
11MORGAN STANLEY$72.9M1
12NORTHERN TRUST CORP$71.0M1
13VANGUARD FIDUCIARY TRUST CO$68.9M1
14LPL Financial LLC$57.7M1
15MILLENNIUM MANAGEMENT LLC$50.2M1
16SUSQUEHANNA INTERNATIONAL GROUP, LLP$42.8M1
17DAVIDSON INVESTMENT ADVISORS$40.4M1
18UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$32.6M1
19Nuveen, LLC$32.1M1
20Advisors Capital Management, LLC$31.1M1
21Focus Partners Wealth$29.9M1
22MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$28.0M1
23WELLS FARGO & COMPANY/MN$26.9M1
24TUDOR INVESTMENT CORP ET AL$26.2M1
25CITADEL ADVISORS LLC$25.7M1
26RAYMOND JAMES FINANCIAL INC$25.1M1
27Invesco Ltd.$22.6M1
28Swiss National Bank$21.3M1
29ENVESTNET ASSET MANAGEMENT INC$20.7M1
30FMR LLC$20.4M1
31Connor, Clark & Lunn Investment Management Ltd.$19.9M1
32RENAISSANCE TECHNOLOGIES LLC$18.5M1
33ROYAL BANK OF CANADA$16.9M1
34CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$15.4M1
35FIRST TRUST ADVISORS LP$15.1M1
36STIFEL FINANCIAL CORP$14.4M1
37D. E. Shaw & Co., Inc.$14.3M1
38OSAIC HOLDINGS, INC.$14.3M1
39Dupree Financial Group, LLC$14.0M1
40STOREBRAND ASSET MANAGEMENT AS$12.6M1
41Cetera Investment Advisers$11.6M1
42Advisors Asset Management, Inc.$11.1M1
43Legal & General Group Plc$10.1M1
44VANGUARD ASSET MANAGEMENT, Ltd$9.7M1
45COMMONWEALTH EQUITY SERVICES, LLC$9.6M1
46Y-Intercept (Hong Kong) Ltd$9.3M1
47CITIGROUP INC$7.0M1
48INDEPENDENT FINANCIAL GROUP, LLC$6.9M1
49XTX Topco Ltd$6.3M1
50KING STREET CAPITAL MANAGEMENT, L.P.$6.2M1
51BECK CAPITAL MANAGEMENT, LLC$6.1M1
52ICON ADVISERS INC/CO$6.1M1
53Schonfeld Strategic Advisors LLC$6.0M1
54EVERGREEN CAPITAL MANAGEMENT LLC$5.9M1
55QRG CAPITAL MANAGEMENT, INC.$5.7M1
56STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$5.7M1
57ALLIANCEBERNSTEIN L.P.$5.5M1
58INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$5.4M1
59STATE OF WISCONSIN INVESTMENT BOARD$5.4M1
60Janus Henderson Group Ltd.$4.9M1
61SEI INVESTMENTS CO$4.7M1
62Jain Global LLC$4.7M1
63J.W. COLE ADVISORS, INC.$4.7M1
64Vanguard Global Advisers, LLC$4.4M1
65Zurcher Kantonalbank (Zurich Cantonalbank)$4.3M1
66Baird Financial Group, Inc.$4.3M1
67Creative Planning$4.1M1
68Rockefeller Capital Management L.P.$4.0M1
69HUB Investment Partners, LLC$3.9M1
70Edgestream Partners, L.P.$3.9M1
71Allspring Global Investments Holdings, LLC$3.8M1
72Slagle Financial, LLC$3.7M1
73PFG Investments, LLC$3.7M1
74Penn Mutual Asset Management$3.6M1
75Quantinno Capital Management LP$3.6M1
76AQR CAPITAL MANAGEMENT LLC$3.4M1
77MML INVESTORS SERVICES, LLC$3.3M1
78Parallax Volatility Advisers, L.P.$3.1M1
79State of New Jersey Common Pension Fund D$3.1M1
80NATIXIS$3.1M1
81Kestra Advisory Services, LLC$3.0M1
82LFG Wealth Partners, LLC$3.0M1
83Arizona State Retirement System$3.0M1
84FRANKLIN RESOURCES INC$3.0M1
85MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.9M1
86Lighthouse Investment Partners, LLC$2.9M1
87Vanguard Investments Australia, Ltd.$2.7M1
88Illinois Municipal Retirement Fund$2.7M1
89GROUP ONE TRADING LLC$2.7M1
90CIBC Bancorp USA Inc.$2.6M1
91MERCER GLOBAL ADVISORS INC /ADV$2.5M1
92ExodusPoint Capital Management, LP$2.5M1
93Pathstone Holdings, LLC$2.5M1
94Kovack Advisors, Inc.$2.4M1
95U.S. Capital Wealth Advisors, LLC$2.4M1
96Private Advisor Group, LLC$2.4M1
97US BANCORP \DE\$2.4M1
98Engineers Gate Manager LP$2.3M1
99Farringdon Capital, Ltd.$2.3M1
100RBF Capital, LLC$2.3M1
101HBK INVESTMENTS L P$2.3M1
102FORA Capital, LLC$2.3M1
103Simplicity Wealth,LLC$2.2M1
104SummitTX Capital, L.P.$2.2M1
105Pekin Hardy Strauss, Inc.$2.2M1
106Artemis Investment Management LLP$2.2M1
107Balefire, LLC$2.2M1
108Hudson Bay Capital Management LP$2.1M1
109Caption Management, LLC$2.1M1
110Sowell Financial Services LLC$2.1M1
111Graham Capital Management, L.P.$2.0M1
112American Assets Investment Management, LLC$2.0M1
113Amundi$2.0M1
114Universal- Beteiligungs- und Servicegesellschaft mbH$2.0M1
115Estate Counselors, LLC$2.0M1
116Summit Financial, LLC$1.9M1
117Caprock Group, LLC$1.9M1
118Fieldview Capital Management, LLC$1.9M1
119Steward Partners Investment Advisory, LLC$1.9M1
120Utah Retirement Systems$1.8M1
121Astoria Portfolio Advisors LLC.$1.7M1
122Pictet Asset Management Holding SA$1.7M1
123Brevan Howard Capital Management LP$1.7M1
124NEOS Investment Management LLC$1.7M1
125Continuum Advisory, LLC$1.7M1
126Beacon Pointe Advisors, LLC$1.7M1
127PEAK6 LLC$1.7M1
128Corient Private Wealth LLC$1.7M1
129Trivium Point Advisory, LLC$1.6M1
130SeaCrest Wealth Management, LLC$1.6M1
131PICTON MAHONEY ASSET MANAGEMENT$1.6M1
132HighTower Advisors, LLC$1.6M1
133Cooper Financial Group$1.6M1
134Fortitude Financial, LLC$1.6M1
135VOLORIDGE INVESTMENT MANAGEMENT, LLC$1.5M1
136HBK Sorce Advisory LLC$1.5M1
137Innova Wealth Partners$1.5M1
138WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.4M1
139Frank, Rimerman Advisors LLC$1.4M1
140Founders Financial Alliance, LLC$1.4M1
141TEACHER RETIREMENT SYSTEM OF TEXAS$1.4M1
142Cannell & Spears LLC$1.4M1
143DEUTSCHE BANK AG\$1.4M1
144&PARTNERS$1.3M1
145NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.3M1
146PRINCIPAL SECURITIES, INC.$1.3M1
147NewEdge Advisors, LLC$1.3M1
148Jefferies Financial Group Inc.$1.3M1
149GUGGENHEIM CAPITAL LLC$1.3M1
150Allworth Financial LP$1.2M1
151Sigma Planning Corp$1.2M1
152Sullivan Wood Capital Management LLC$1.2M1
153Collar Capital Management, LLC$1.1M1
154CWM, LLC$1.1M1
155NORDEN GROUP LLC$1.1M1
156Wealthspire Advisors, LLC$1.1M1
157AlphaCore Capital LLC$1.1M1
158STABLEFORD CAPITAL II LLC$1.1M1
159Envestnet Portfolio Solutions, Inc.$1.0M1
160Simplify Asset Management Inc.$1.0M1
161Independent Advisor Alliance$1.0M1
162SONA ASSET MANAGEMENT (US) LLC$1.0M1
163Gotham Asset Management, LLC$968K1
164Waterfront Wealth Inc.$957K1
165GUIDANCE CAPITAL, INC$956K1
166Sage Mountain Advisors LLC$950K1
167Tidal Investments LLC$945K1
168Savvy Advisors, Inc.$915K1
169Cornerstone Select Advisors, LLC$911K1
170DIVERSIFY WEALTH MANAGEMENT, LLC$896K1
171WIREGRASS INVESTMENT MANAGEMENT LLC$891K1
172Steadtrust LLC$889K1
173Prospera Financial Services Inc$883K1
174Fortitude Advisory Group L.L.C.$883K1
175Diversify Advisory Services, LLC$874K1
176Greenland Capital Management LP$874K1
177WESPAC Advisors SoCal, LLC$868K1
178XPONANCE LLC$860K1
179Stratos Wealth Partners, LTD.$809K1
180VOYA INVESTMENT MANAGEMENT LLC$809K1
181Equitable Holdings, Inc.$802K1
182Sanctuary Advisors, LLC$801K1
183Regal Investment Advisors LLC$787K1
184Lido Advisors, LLC$780K1
185Federation des caisses Desjardins du Quebec$770K1
186VISION FINANCIAL MARKETS LLC$765K1
187SCS Capital Management LLC$763K1
188Krilogy Financial LLC$759K1
189Wedmont Private Capital$751K1
190Spinnaker Investment Group, LLC$748K1
191HOWARD FINANCIAL SERVICES, LTD.$747K1
192FIRETHORN WEALTH PARTNERS, LLC$740K1
193SUMMIT SECURITIES GROUP LLC$728K1
194MAI Capital Management$714K1
195Dynamic Technology Lab Private Ltd$714K1
196BANK OF MONTREAL /CAN/$702K1
197Vanguard Personalized Indexing Management, LLC$698K1
198Ensign Peak Advisors, Inc$697K1
199Intrua Financial, LLC$676K1
200Triumph Capital Management$673K1
201HSBC HOLDINGS PLC$671K1
202Swiss Life Asset Management Ltd$668K1
203Cerity Partners LLC$666K1
204Bayesian Capital Management, LP$648K1
205Global Assets Advisory, LLC$647K1
206DRW Securities, LLC$625K1
207Redhawk Wealth Advisors, Inc.$620K1
208Kingsview Wealth Management, LLC$618K1
209NewEdge Wealth, LLC$617K1
210Triton Wealth Management, PLLC$614K1
211VPR Management LLC$602K1
212Brookstone Capital Management$601K1
213Weiss Asset Management LP$594K1
214Larson Financial Group LLC$593K1
215INTEGRITY ALLIANCE, LLC.$592K1
216Madison Wealth Partners, Inc$583K1
217UNITED CAPITAL FINANCIAL ADVISORS, LLC$568K1
218LexAurum Advisors, LLC$562K1
219Tower Research Capital LLC (TRC)$559K1
220TWO SIGMA SECURITIES, LLC$558K1
221DoubleLine ETF Adviser LP$557K1
222Fermata Advisors, LLC$556K1
223Samalin Investment Counsel, LLC$550K1
224KEYBANK NATIONAL ASSOCIATION/OH$549K1
225Annex Advisory Services, LLC$537K1
226INTECH INVESTMENT MANAGEMENT LLC$531K1
227NATIONAL BANK OF CANADA /FI/$525K1
228Maryland State Retirement & Pension System$520K1
229Parisi Gray Wealth Management$506K1
230WJ Financial Advisors LLC$505K1
231Cane Capital Partners, LLC$504K1
232Eurizon Capital SGR S.p.A.$482K1
233Significant Wealth Partners LLC$481K1
234Strategic Financial Concepts, LLC$463K1
235FIRST FOUNDATION ADVISORS$461K1
236Orion Porfolio Solutions, LLC$461K1
237Elo Mutual Pension Insurance Co$445K1
238TRUIST FINANCIAL CORP$442K1
239DDD Partners, LLC$434K1
240LECAP ASSET MANAGEMENT LTD$434K1
241StoneX Group Inc.$429K1
242Dynamic Advisor Solutions LLC$428K1
243INFRASTRUCTURE CAPITAL ADVISORS, LLC$422K1
244WASHINGTON TRUST BANK$418K1
245Abel Hall, LLC$417K1
246Warren Street Wealth Advisors, LLC$417K1
247Symphony Financial, Ltd. Co.$409K1
248BLAIR WILLIAM & CO/IL$404K1
249Compound Planning, Inc.$396K1
250Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$395K1
251STEPHENS INC /AR/$393K1
252D.A. DAVIDSON & CO.$391K1
253Signal Advisors Wealth, LLC$383K1
254OPPENHEIMER & CO INC$378K1
255Genesis Wealth Advisors, LLC$374K1
256SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$373K1
257Mariner, LLC$365K1
258Legacy Capital Wealth Partners, LLC$365K1
259INCEPTIONR LLC$362K1
260ARMISTICE CAPITAL, LLC$358K1
261Key Client Fiduciary Advisors, LLC$358K1
262VestGen Advisors, LLC$356K1
263LaSalle St. Investment Advisors, LLC$349K1
264Kingstone Capital Partners Texas, LLC$348K1
265Brooklyn Investment Group$347K1
266M&T BANK CORP$342K1
267Baker Avenue Asset Management, LP$340K1
268ADVISORTRUST PARTNERS, LLC$337K1
269Magnus Financial Group LLC$336K1
270JANE STREET GROUP, LLC$336K1
271HOWLAND CAPITAL MANAGEMENT LLC$333K1
272CIBC Asset Management Inc$327K1
273Wealthcare Advisory Partners LLC$326K1
274Apollon Wealth Management, LLC$325K1
275Ameritas Advisory Services, LLC$322K1
276Curi Capital, LLC$321K1
277Summit Trail Advisors, LLC$316K1
278North Dakota State Investment Board$314K1
279Everest Financial Group LLC$313K1
280Compass Financial Group, INC/SD$309K1
281Mutual Advisors, LLC$309K1
282TRB Wealth Management, LLC$308K1
283Angel Oak Capital Advisors, LLC$306K1
284PRINCIPAL FINANCIAL GROUP INC$302K1
285HB Wealth Management, LLC$301K1
286INSIGNEO ADVISORY SERVICES, LLC$295K1
287Aspen Wealth Strategies, LLC$288K1
288Castleview Partners, LLC$286K1
289ARMSTRONG ADVISORY GROUP, INC$285K1
290NWAM LLC$276K1
291Meeder Advisory Services, Inc.$273K1
292Avantax Planning Partners, Inc.$269K1
293Vident Advisory, LLC$266K1
294Vise Technologies, Inc.$265K1
295Joel Isaacson & Co., LLC$264K1
296TCP Asset Management, LLC$262K1
297Gilman Hill Asset Management, LLC$261K1
298Portside Wealth Group, LLC$258K1
299LAZARI CAPITAL MANAGEMENT, INC.$252K1
300GATEWAY INVESTMENT ADVISERS LLC$246K1
301CIBC WORLD MARKET INC.$246K1
302J.M. Arbour, LLC$245K1
303Geneos Wealth Management Inc.$241K1
304NEW WAVE WEALTH ADVISORS LLC$237K1
305BNP Paribas Asset Management Holding S.A.$235K1
306VestGen Investment Management$235K1
307Sequoia Financial Advisors, LLC$234K1
308Maridea Wealth Management LLC$233K1
309MGO ONE SEVEN LLC$232K1
310AA Financial Advisors, LLC$232K1
311SIGNATUREFD, LLC$227K1
312O'SHAUGHNESSY ASSET MANAGEMENT, LLC$223K1
313SMART Wealth LLC$221K1
314180 WEALTH ADVISORS, LLC$221K1
315OneDigital Investment Advisors LLC$220K1
316JBR Co Financial Management Inc$220K1
317Shulman DeMeo Asset Management LLC$219K1
318Southland Equity Partners LLC$212K1
319Allianz Asset Management GmbH$210K1
320World Investment Advisors$206K1
321Register Financial Advisors LLC$206K1
322Atria Investments, Inc$205K1
323Paragon Capital Management Ltd$204K1
324Waverly Advisors, LLC$203K1
325Insight Advisors, LLC/ PA$202K1
326Walleye Capital LLC$201K1
327AE Wealth Management LLC$201K1
328BENJAMIN EDWARDS INC$199K1
329Frisch Financial Group, Inc.$198K1
330FIDELIS CAPITAL PARTNERS, LLC$196K1
331Visionary Wealth Advisors$196K1
332CHOREO, LLC$195K1
333Aptus Capital Advisors, LLC$192K1
334Sagewood Asset Management LP$191K1
335Navigation Group, LLC$189K1
336WealthTrust Axiom LLC$188K1
337Collaborative Wealth Managment Inc.$181K1
338FOUNDATIONS INVESTMENT ADVISORS, LLC$181K1
339Weaver Consulting Group$180K1
340WELLINGTON MANAGEMENT GROUP LLP$178K1
341NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$178K1
342Acorn Wealth Advisors, LLC$177K1
343Solstein Capital, LLC$175K1
344PLANNING DIRECTIONS INC$175K1
345Lifestyle Asset Management, Inc.$174K1
346BLB&B Advisors, LLC$174K1
347one8zero8, LLC$174K1
348EIGHT 31 FINANCIAL, LLC$173K1
349Composition Wealth, LLC$172K1
350WINTON GROUP Ltd$172K1
351Value Investment Professionals, LLC$171K1
352Navis Wealth Advisors, LLC$171K1
353BEESE FULMER INVESTMENT MANAGEMENT, INC.$167K1
354First Affirmative Financial Network$167K1
355BLUEFIN CAPITAL MANAGEMENT, LLC$163K1
356Rothschild Wealth LLC$163K1
357Traynor Capital Management, Inc.$163K1
358One Charles Private Wealth Services, LLC$163K1
359MISSION WEALTH MANAGEMENT, LP$162K1
360GUARDIAN WEALTH ADVISORS, LLC / NC$161K1
361Relyea Zuckerberg Hanson LLC$160K1
362REGIONS FINANCIAL CORP$160K1
363Almanack Investment Partners, LLC.$157K1
364PVG ASSET MANAGEMENT CORP$156K1
365Baader Bank Aktiengesellschaft$156K1
366Valley Brook Capital Group, Inc.$154K1
367CTC Alternative Strategies, Ltd.$150K1
368Transamerica Financial Advisors, LLC$150K1
369NOMURA ASSET MANAGEMENT CO LTD$146K1
370Dana Investment Advisors, Inc.$146K1
371Sage Capital Management, LLC$145K1
372GTS SECURITIES LLC$145K1
373MQS Management LLC$143K1
374Diligent Investors, LLC$142K1
375PharVision Advisers, LLC$140K1
376Vanguard Capital Wealth Advisors$140K1
377Aegis Wealth Management, Inc.$139K1
378Alpine Global Management, LLC$136K1
379Parkside Financial Bank & Trust$135K1
380Concurrent Investment Advisors, LLC$134K1
381Avior Wealth Management, LLC$134K1
382Verition Fund Management LLC$133K1
383Perigon Wealth Management, LLC$133K1
384BCO Wealth Management LLC$133K1
385Baron Wealth Management LLC$131K1
386Garden State Investment Advisory Services LLC$131K1
387WMG Financial Advisors, LLC$131K1
388Farmers & Merchants Trust Co of Long Beach$130K1
389COLDSTREAM CAPITAL MANAGEMENT INC$129K1
390WealthPLAN Partners, LLC$128K1
391Gibbs Wealth Management$128K1
392EP Wealth Advisors, LLC$126K1
393NWF Advisory Services Inc.$125K1
394Permanent Capital Management, LP$125K1
395Van Diest Capital, LLC$121K1
396Linscomb Wealth, Inc.$121K1
397BTC Capital Management, Inc.$120K1
398Ascent Group, LLC$119K1
399Bright Futures Wealth Management, LLC.$118K1
400WealthPlan Investment Management, LLC$117K1
401Avory & Company, LLC$117K1
402PW Nova Financial Services LLC$116K1
403Talon Private Wealth, LLC$115K1
404MATAURO, LLC$114K1
405LEVEL FOUR ADVISORY SERVICES, LLC$114K1
406Ranch Capital Advisors Inc.$113K1
407Essex Financial Services, Inc.$112K1
408PROFFITT & GOODSON INC$110K1
409QUARRY HILL ADVISORS, LLC$109K1
410Optas, LLC$107K1
411CORA CAPITAL ADVISORS LLC$106K1
412Pasadena Private Wealth, LLC$106K1
413Beacon Financial Advisory LLC$106K1
414Resonant Capital Advisors, LLC$106K1
415Savant Capital, LLC$104K1
416Snowden Capital Advisors LLC$102K1
417B. Riley Wealth Advisors, Inc.$101K1
418IFG Advisory, LLC$100K1
419AlphaCentric Advisors LLC$88.9K1
420WealthCollab, LLC$72.3K1
421Ameritas Investment Partners, Inc.$60.2K1
422TD Waterhouse Canada Inc.$56.6K1
423UMB Bank, n.a.$50.9K1
424Pinnacle Wealth Planning Services, Inc.$47.7K1
425Spire Wealth Management$31.3K1
426SALEM INVESTMENT COUNSELORS INC$30.5K1
427N.E.W. Advisory Services LLC$25.4K1
428SWAN Capital LLC$25.1K1
429Mitsubishi UFJ Asset Management Co., Ltd.$24.0K1
430Smartleaf Asset Management LLC$23.0K1
431Crewe Advisors LLC$23.0K1
432MONTAG A & ASSOCIATES INC$21.1K1
433Aster Capital Management (DIFC) Ltd$19.3K1
434Clearstead Advisors, LLC$18.5K1
435ASSETMARK, INC$17.6K1
436Darwin Wealth Management, LLC$12.4K1
437Atlantic Edge Private Wealth Management, LLC$12.0K1
438Salomon & Ludwin, LLC$11.7K1
439Caitlin John, LLC$11.1K1
440Financial Network Wealth Advisors LLC$11.1K1
441PETERSON WEALTH MANAGEMENT$10.4K1
442Destiny Wealth Partners, LLC$10.2K1
443QUADRANT CAPITAL GROUP LLC$8.3K1
444Bell Investment Advisors, Inc$7.1K1
445MCF Advisors LLC$6.9K1
446WOLFF WIESE MAGANA LLC$6.0K1
447THOMPSON SIEGEL & WALMSLEY LLC$5.9K1
448GHP Investment Advisors, Inc.$5.8K1
449KBC Group NV$5.8K1
450GODSEY & GIBB, INC$5.4K1
451Sachetta, LLC$5.3K1
452Signature Equity Partners, LLC$5.1K1
453Atlantic Union Bankshares Corp$5.0K1
454Treasurer of the State of North Carolina$4.7K1
455THRIVENT FINANCIAL FOR LUTHERANS$4.2K1
456Retirement Wealth Solutions LLC$3.9K1
457Keating Financial Advisory Services, Inc.$3.3K1
458FIFTH THIRD BANCORP$2.9K1
459Marquette Asset Management, LLC$2.7K1
460Beaird Harris Wealth Management, LLC$2.3K1
461MCGUIRE CAPITAL ADVISORS INC$2.2K1
462FINANCIAL CONSULATE, INC$2.0K1
463Glen Eagle Advisors, LLC$2.0K1
464Cromwell Holdings LLC$2.0K1
465Penserra Capital Management LLC$1.7K1
466Caitong International Asset Management Co., Ltd$1.5K1
467Clearstead Trust, LLC$1.5K1
468CANADA LIFE ASSURANCE Co$1.4K1
469Mountain Hill Investment Partners Corp.$1.3K1
470Quest 10 Wealth Builders, Inc.$1.2K1
471American Capital Advisory, LLC$1.2K1
472Key Capital Management, INC$1.1K1
473Key FInancial Inc$8931
474GSA CAPITAL PARTNERS LLP$7431
475AMERIFLEX GROUP, INC.$6021
476True Wealth Design, LLC$5721
477Virtu Financial LLC$5221
478Activest Wealth Management$5121
479CENTAURUS FINANCIAL, INC.$4821
480SHP Wealth Management$4611
481Intentional Wealth Strategies, LLC$4611
482Rialto Wealth Management, LLC$4421
483TopTier Wealth Management, LLC$4011
484Stone House Investment Management, LLC$2811
485Harbor Asset Planning, Inc.$2781
486MATHER GROUP, LLC.$2731
487MV CAPITAL MANAGEMENT, INC.$2611
488Legacy Wealth Managment, LLC/ID$2341
489Quaker Wealth Management, LLC$2211
490DecisionPoint Financial, LLC$1411
491JONES FINANCIAL COMPANIES LLLP$1101
492HAZLETT, BURT & WATSON, INC.$801
493Decker Retirement Planning Inc.$521
494Capital Analysts, LLC$451
495Center for Financial Planning, Inc.$311
496Avion Wealth$271
497Smithfield Trust Co$201
498Roble, Belko & Company, Inc$181
499Financial Connections Group, Inc.$181
500Blue Trust, Inc.$91
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on AGNC

RETAINED WINDOW · ACTIVE HITS

Zero hits on AGNC in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for AGNC · financials and macro

Financials — as filed PLANNED

AGNC's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: AGNC on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing