Filing Research | AGNC - AGNC Investment Corp Institutional Holdings

Snapshot holdings

50 / 184 loaded

#		Instrument	quantity
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	6.0MSH	$65.9M
2	DAVIDSON INVESTMENT ADVISORS	Shares	3.4MSH	$36.7M
3	Dupree Financial Group, LLC	Shares	1.4MSH	$15.5M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.3MSH	$13.9M
5	QRG CAPITAL MANAGEMENT, INC.	Shares	713.5KSH	$7.8M
6	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	584.4KSH	$6.4M
7	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	586.3KSH	$6.3M
8	Police & Firemen's Retirement System of New Jersey	Shares	515.1KSH	$5.6M
9	J.W. COLE ADVISORS, INC.	Shares	478.1KSH	$5.2M
10	CAISSE DES DEPOTS ET CONSIGNATIONS	Shares	428.6KSH	$4.7M
11	PFG Investments, LLC	Shares	422.2KSH	$4.6M
12	INDEPENDENT FINANCIAL GROUP, LLC	Shares	412.7KSH	$4.5M
13	Penn Mutual Asset Management	Shares	360.0KSH	$3.9M
14	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	Shares	333.1KSH	$3.6M
15	Sowell Financial Services LLC	Shares	266.9KSH	$2.9M
16	Balefire, LLC	Shares	220.3KSH	$2.4M
17	SeaCrest Wealth Management, LLC	Shares	193.7KSH	$2.1M
18	WESPAC Advisors SoCal, LLC	Shares	177.9KSH	$1.9M
19	Innova Wealth Partners	Shares	161.2KSH	$1.8M
20	Fortitude Financial, LLC	Shares	156.5KSH	$1.7M
21	Cooper Financial Group	Shares	132.4KSH	$1.4M
22	Sullivan Wood Capital Management LLC	Shares	119.9KSH	$1.3M
23	Simplify Asset Management Inc.	Shares	115.5KSH	$1.3M
24	GUIDANCE CAPITAL, INC	Shares	102.3KSH	$1.2M
25	Prospera Financial Services Inc	Shares	102.8KSH	$1.1M
26	GoalVest Advisory LLC	Shares	96.9KSH	$1.1M
27	Steadtrust LLC	Shares	94.6KSH	$1.0M
28	VISION FINANCIAL MARKETS LLC	Shares	79.1KSH	$862.2K
29	Envestnet Portfolio Solutions, Inc.	Shares	79.0KSH	$860.6K
30	HOWARD FINANCIAL SERVICES, LTD.	Shares	76.4KSH	$832.5K
31	Spinnaker Investment Group, LLC	Shares	75.6KSH	$824.0K
32	Brookstone Capital Management	Shares	75.4KSH	$822.2K
33	Wedmont Private Capital	Shares	73.8KSH	$821.5K
34	LexAurum Advisors, LLC	Shares	74.3KSH	$810.0K
35	Triumph Capital Management	Shares	72.0KSH	$784.9K
36	Fortitude Advisory Group L.L.C.	Shares	71.1KSH	$774.8K
37	Intrua Financial, LLC	Shares	70.7KSH	$770.5K
38	NEW WAVE WEALTH ADVISORS LLC	Shares	67.1KSH	$739.1K
39	FIRETHORN WEALTH PARTNERS, LLC	Shares	65.7KSH	$715.8K
40	Redhawk Wealth Advisors, Inc.	Shares	62.0KSH	$675.8K
41	IFP Advisors, Inc	Shares	57.5KSH	$626.8K
42	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	55.7KSH	$607.3K
43	Parisi Gray Wealth Management	Shares	50.4KSH	$549.7K
44	Warren Street Wealth Advisors, LLC	Shares	49.6KSH	$541.0K
45	Significant Wealth Partners LLC	Shares	47.8KSH	$520.7K
46	BENJAMIN EDWARDS INC	Shares	46.2KSH	$503.8K
47	Abel Hall, LLC	Shares	42.6KSH	$464.1K
48	Key Client Fiduciary Advisors, LLC	Shares	41.9KSH	$456.2K
49	Dynamic Advisor Solutions LLC	Shares	41.8KSH	$455.8K
50	Fermata Advisors, LLC	Shares	41.6KSH	$453.5K

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Manager changes2026-06-30 vs 2026-03-31

50 / 196 loaded

#		Instrument
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. new	Shares	+6.0M	+$65.9M	$65.9M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.1M	+$12.5M	$13.9M
3	CAISSE DES DEPOTS ET CONSIGNATIONS new	Shares	+428.6K	+$4.7M	$4.7M
4	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC new	Shares	+333.1K	+$3.6M	$3.6M
5	QRG CAPITAL MANAGEMENT, INC. added	Shares	+142.9K	+$2.1M	$7.8M
6	Dupree Financial Group, LLC added	Shares	+28.5K	+$1.5M	$15.5M
7	WESPAC Advisors SoCal, LLC added	Shares	+91.3K	+$1.1M	$1.9M
8	GoalVest Advisory LLC added	Shares	+94.5K	+$1.0M	$1.1M
9	PFG Investments, LLC added	Shares	+57.6K	+$945.2K	$4.6M
10	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+46.7K	+$919.8K	$6.3M
11	Sowell Financial Services LLC added	Shares	+59.0K	+$824.5K	$2.9M
12	Police & Firemen's Retirement System of New Jersey added	Shares	+35.7K	+$806.3K	$5.6M
13	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+4.1K	+$550.3K	$6.4M
14	J.W. COLE ADVISORS, INC. added	Shares	+12.3K	+$539.6K	$5.2M
15	NEW WAVE WEALTH ADVISORS LLC added	Shares	+43.8K	+$502.2K	$739.1K
16	SeaCrest Wealth Management, LLC added	Shares	+32.5K	+$494.0K	$2.1M
17	IFP Advisors, Inc added	Shares	+33.1K	+$381.9K	$626.8K
18	Penn Mutual Asset Management unchanged	Shares	0	+$313.2K	$3.9M
19	BENJAMIN EDWARDS INC added	Shares	+26.4K	+$305.1K	$503.8K
20	Attessa Capital LLC new	Shares	+26.0K	+$283.5K	$283.5K
21	Innova Wealth Partners added	Shares	+13.2K	+$272.9K	$1.8M
22	LexAurum Advisors, LLC added	Shares	+18.3K	+$248.0K	$810.0K
23	Prospera Financial Services Inc added	Shares	+14.8K	+$237.8K	$1.1M
24	Balefire, LLC added	Shares	+3.8K	+$230.2K	$2.4M
25	NorthCrest Asset Manangement, LLC new	Shares	+20.4K	+$225.4K	$225.4K
26	Brookstone Capital Management added	Shares	+15.5K	+$220.9K	$822.2K
27	Simplify Asset Management Inc. added	Shares	+12.0K	+$220.8K	$1.3M
28	GUIDANCE CAPITAL, INC added	Shares	+13.2K	+$213.9K	$1.2M
29	Lifestyle Asset Management, Inc. added	Shares	+17.1K	+$201.8K	$376.3K
30	Post Resch Tallon Group Inc. new	Shares	+16.7K	+$181.9K	$181.9K
31	Sullivan Wood Capital Management LLC added	Shares	+5.5K	+$160.1K	$1.3M
32	Steadtrust LLC added	Shares	+6.0K	+$142.5K	$1.0M
33	GREENWOOD GEARHART LLC new	Shares	+13.0K	+$141.6K	$141.6K
34	Valeo Financial Advisors, LLC new	Shares	+12.9K	+$140.9K	$140.9K
35	Focus Financial Network, Inc. new	Shares	+12.8K	+$139.1K	$139.1K
36	Merit Financial Group, LLC new	Shares	+12.6K	+$137.6K	$137.6K
37	Oakworth Capital, Inc. new	Shares	+12.6K	+$136.0K	$136.0K
38	Liberty Atlantic Advisors LLC new	Shares	+12.0K	+$132.2K	$132.2K
39	PFG Advisors new	Shares	+11.8K	+$128.1K	$128.1K
40	Composition Wealth, LLC added	Shares	+10.3K	+$126.7K	$299.2K
41	Fortitude Financial, LLC trimmed	Shares	-1.1K	+$124.7K	$1.7M
42	Warren Street Wealth Advisors, LLC added	Shares	+8.0K	+$123.8K	$541.0K
43	Apollon Wealth Management, LLC added	Shares	+8.2K	+$118.0K	$442.9K
44	Triumph Capital Management added	Shares	+5.7K	+$111.7K	$784.9K
45	Wealth Alliance Advisory Group, LLC new	Shares	+10.1K	+$109.9K	$109.9K
46	Key Client Fiduciary Advisors, LLC added	Shares	+6.1K	+$98.0K	$456.2K
47	VISION FINANCIAL MARKETS LLC added	Shares	+2.8K	+$96.9K	$862.2K
48	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC added	Shares	+6.0K	+$96.3K	$447.3K
49	Intrua Financial, LLC added	Shares	+3.3K	+$94.6K	$770.5K
50	HOWARD FINANCIAL SERVICES, LTD. added	Shares	+1.9K	+$85.5K	$832.5K

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