AGNC Investment Corp. (AGNC) — Institutional Holders, Q2 2026 (page 5)
713 institutional investment managers reported a AGNC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $5.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 401 to 500. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
AGNC 13F holders ranked 401–500 of 713
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Allianz Asset Management GmbH#401 · 24,095 sh | 24,095 | $262.6K | <0.01% | +15.3% |
| 402 | Geneos Wealth Management#402 · 24,004 sh | 24,004 | $261.6K | <0.01% | 0.0% |
| 403 | Avantax Planning Partners#403 · 23,908 sh | 23,908 | $260.6K | <0.01% | -10.9% |
| 404 | New Age Alpha Advisors#404 · 23,906 sh | 23,906 | $260.6K | 0.01% | New |
| 405 | Fiduciary Alliance#405 · 23,611 sh | 23,611 | $257.4K | — | -6.4% |
| 406 | KELLEHER FINANCIAL ADVISORS#406 · 10,085 sh | 10,085 | $252.1K | 0.04% | +1.5% |
| 407 | AA Financial Advisors#407 · 23,091 sh | 23,091 | $251.7K | — | 0.0% |
| 408 | Talon Private Wealth#408 · 23,022 sh | 23,022 | $250.9K | 0.01% | +100.2% |
| 409 | MGO ONE SEVEN#409 · 22,872 sh | 22,872 | $249.3K | <0.01% | -1.0% |
| 410 | Ellevest#410 · 22,765 sh | 22,765 | $248.1K | 0.03% | -17.2% |
| 411 | Portside Wealth Group#411 · 22,550 sh | 22,550 | $245.8K | — | -12.4% |
| 412 | CREATIVE FINANCIAL DESIGNS#412 · 22,386 sh | 22,386 | $244.0K | 0.01% | +28.8% |
| 413 | OneDigital Investment Advisors#413 · 22,347 sh | 22,347 | $243.6K | <0.01% | +1.9% |
| 414 | 180 WEALTH ADVISORS#414 · 22,101 sh | 22,101 | $240.9K | 0.02% | +0.2% |
| 415 | Eurizon Capital SGR S.p.A.#415 · 21,819 sh | 21,819 | $238.9K | <0.01% | -54.7% |
| 416 | EIGHT 31 FINANCIAL#416 · 21,906 sh | 21,906 | $238.8K | 0.14% | +27.2% |
| 417 | Redwood Investment Management#417 · 21,578 sh | 21,578 | $235.0K | 0.02% | +3.5% |
| 418 | Vise Technologies#418 · 21,487 sh | 21,487 | $234.2K | <0.01% | -12.9% |
| 419 | Permanent Capital Management#419 · 21,060 sh | 21,060 | $232.1K | 0.03% | +88.4% |
| 420 | DAVIDSON#420 · 21,241 sh | 21,241 | $231.5K | — | -9.0% |
| 421 | Southland Equity Partners#421 · 21,186 sh | 21,186 | $230.9K | — | 0.0% |
| 422 | Sagewood Asset Management#422 · 21,150 sh | 21,150 | $230.5K | 0.05% | +10.9% |
| 423 | NorthCrest Asset Manangement#423 · 20,360 sh | 20,360 | $225.4K | — | New |
| 424 | BNP Paribas Asset Management Holding S.A.#424 · 20,675 sh | 20,675 | $225.4K | <0.01% | -11.9% |
| 425 | Register Financial Advisors#425 · 20,500 sh | 20,500 | $223.4K | — | 0.0% |
| 426 | Winch Advisory Services#426 · 20,289 sh | 20,289 | $221.2K | 0.05% | +0.9% |
| 427 | IHT Wealth Management#427 · 19,946 sh | 19,946 | $217.4K | <0.01% | -4.3% |
| 428 | Frisch Financial Group#428 · 19,555 sh | 19,555 | $215.5K | 0.04% | 0.0% |
| 429 | Insight Advisors, / PA#429 · 19,575 sh | 19,575 | $213.4K | — | -2.9% |
| 430 | Visionary Wealth Advisors#430 · 19,549 sh | 19,549 | $213.1K | <0.01% | +0.1% |
| 431 | PNC FINANCIAL SERVICES GROUP#431 · 19,452 sh | 19,452 | $212.0K | <0.01% | +0.9% |
| 432 | Shulman DeMeo Asset Management#432 · 19,399 sh | 19,399 | $211.4K | — | -11.4% |
| 433 | BRIGHTON JONES#433 · 19,373 sh | 19,373 | $211.2K | <0.01% | +10.1% |
| 434 | Navigation Group#434 · 19,299 sh | 19,299 | $210.4K | 0.04% | +2.2% |
| 435 | AE Wealth Management#435 · 19,216 sh | 19,216 | $209.5K | <0.01% | -4.3% |
| 436 | EP Wealth Advisors#436 · 19,136 sh | 19,136 | $208.6K | <0.01% | +52.0% |
| 437 | Coppell Advisory Solutions#437 · 1,092 sh | 1,092 | $208.5K | 0.02% | New |
| 438 | Acorn Wealth Advisors#438 · 19,101 sh | 19,101 | $208.2K | — | +8.4% |
| 439 | HB Wealth Management#439 · 19,048 sh | 19,048 | $207.6K | — | -36.6% |
| 440 | Aptus Capital Advisors#440 · 19,039 sh | 19,039 | $207.5K | <0.01% | -0.5% |
| 441 | SNS Financial Group#441 · 19,012 sh | 19,012 | $207.2K | <0.01% | New |
| 442 | O'SHAUGHNESSY ASSET MANAGEMENT#442 · 18,996 sh | 18,996 | $207.1K | <0.01% | -14.4% |
| 443 | Financial Gravity Companies, (FGCO)#443 · 18,760 sh | 18,760 | $204.5K | 0.03% | — |
| 444 | MetLife Investment Management#444 · 18,698 sh | 18,698 | $203.8K | <0.01% | +3.1% |
| 445 | Paragon Capital Management Ltd#445 · 18,537 sh | 18,537 | $202.1K | — | -8.8% |
| 446 | Waverly Advisors#446 · 18,365 sh | 18,365 | $200.2K | <0.01% | -9.2% |
| 447 | Dynasty Wealth Management#447 · 18,326 sh | 18,326 | $199.8K | <0.01% | New |
| 448 | CARY STREET PARTNERS FINANCIAL#448 · 18,238 sh | 18,238 | $198.8K | <0.01% | +0.3% |
| 449 | WealthTrust Axiom#449 · 18,200 sh | 18,200 | $198.4K | 0.04% | -2.7% |
| 450 | PRIVATE NA#450 · 18,172 sh | 18,172 | $198.1K | — | -23.0% |
| 451 | Collaborative Wealth Managment#451 · 18,090 sh | 18,090 | $197.2K | 0.08% | 0.0% |
| 452 | O'ROURKE & COMPANY#452 · 18,070 sh | 18,070 | $197.0K | 0.07% | +1.1% |
| 453 | WoodTrust Financial#453 · 18,000 sh | 18,000 | $196.0K | — | +12.5% |
| 454 | Weaver Consulting Group#454 · 17,848 sh | 17,848 | $194.5K | — | -0.8% |
| 455 | MITCHELL MCLEOD PUGH & WILLIAMS#455 · 17,816 sh | 17,816 | $194.2K | 0.02% | New |
| 456 | NBC SECURITIES#456 · 17,687 sh | 17,687 | $192.8K | — | +11.9% |
| 457 | Value Investment Professionals#457 · 17,667 sh | 17,667 | $192.6K | — | New |
| 458 | one8zero8#458 · 17,600 sh | 17,600 | $191.8K | 0.04% | +1.7% |
| 459 | TCP Asset Management#459 · 17,585 sh | 17,585 | $191.7K | — | -32.8% |
| 460 | PLANNING DIRECTIONS#460 · 17,516 sh | 17,516 | $190.9K | 0.09% | +0.2% |
| 461 | Traynor Capital Management#461 · 17,277 sh | 17,277 | $188.3K | <0.01% | +4.5% |
| 462 | Engineers Gate Manager#462 · 17,242 sh | 17,242 | $187.9K | <0.01% | -92.6% |
| 463 | Navis Wealth Advisors#463 · 17,000 sh | 17,000 | $185.3K | 0.07% | 0.0% |
| 464 | HighPoint Advisor Group#464 · 16,958 sh | 16,958 | $184.8K | <0.01% | -22.1% |
| 465 | MISSION WEALTH MANAGEMENT#465 · 16,780 sh | 16,780 | $182.9K | — | +3.8% |
| 466 | Post Resch Tallon Group#466 · 16,689 sh | 16,689 | $181.9K | — | New |
| 467 | REGIONS FINANCIAL#467 · 16,600 sh | 16,600 | $180.9K | <0.01% | +3.8% |
| 468 | ATLAS CAPITAL ADVISORS#468 · 16,402 sh | 16,402 | $178.8K | 0.02% | -25.1% |
| 469 | Almanack Investment Partners#469 · 16,175 sh | 16,175 | $176.3K | 0.02% | +3.4% |
| 470 | Covestor Ltd#470 · 16,156 sh | 16,156 | $176.0K | 0.10% | +224.3% |
| 471 | One Charles Private Wealth Services#471 · 16,089 sh | 16,089 | $175.4K | 0.04% | -0.7% |
| 472 | GUARDIAN WEALTH ADVISORS, / NC#472 · 16,082 sh | 16,082 | $175.3K | <0.01% | -0.1% |
| 473 | Greenwich Wealth Management#473 · 16,021 sh | 16,021 | $175.0K | <0.01% | New |
| 474 | Perigon Wealth Management#474 · 15,933 sh | 15,933 | $173.7K | — | +20.5% |
| 475 | Valley Brook Capital Group#475 · 15,800 sh | 15,800 | $172.2K | — | +2.9% |
| 476 | BLB&B Advisors#476 · 15,750 sh | 15,750 | $171.7K | <0.01% | -9.0% |
| 477 | Sentinus#477 · 15,222 sh | 15,222 | $165.9K | 0.01% | -6.6% |
| 478 | Indivisible Partners#478 · 15,186 sh | 15,186 | $165.5K | — | New |
| 479 | ROGCO#479 · 15,000 sh | 15,000 | $163.5K | 0.05% | 0.0% |
| 480 | PVG ASSET MANAGEMENT#480 · 14,905 sh | 14,905 | $162.5K | — | 0.0% |
| 481 | Fidelis Capital Partners#481 · 14,777 sh | 14,777 | $161.1K | <0.01% | -24.5% |
| 482 | Better Way Financial#482 · 14,772 sh | 14,772 | $161.0K | 0.14% | — |
| 483 | HANTZ FINANCIAL SERVICES#483 · 14,613 sh | 14,613 | $159.0K | <0.01% | +51.0% |
| 484 | Sage Capital Management#484 · 14,500 sh | 14,500 | $158.1K | — | 0.0% |
| 485 | JBR Financial Management#485 · 14,295 sh | 14,295 | $155.8K | — | -30.3% |
| 486 | Nelson, Van Denburg & Campbell Wealth Management Group#486 · 14,131 sh | 14,131 | $154.0K | — | +5.8% |
| 487 | Vanguard Capital Wealth Advisors#487 · 14,000 sh | 14,000 | $152.6K | — | 0.0% |
| 488 | Aegis Wealth Management#488 · 13,860 sh | 13,860 | $151.1K | — | 0.0% |
| 489 | Diligent Investors#489 · 13,744 sh | 13,744 | $149.8K | — | -3.1% |
| 490 | NWF Advisory Services#490 · 13,475 sh | 13,475 | $146.9K | — | +8.2% |
| 491 | Garden State Investment Advisory Services#491 · 13,426 sh | 13,426 | $146.4K | 0.03% | +3.0% |
| 492 | Baron Wealth Management#492 · 13,302 sh | 13,302 | $145.0K | — | +1.5% |
| 493 | Gibbs Wealth Management#493 · 13,287 sh | 13,287 | $144.8K | — | +3.8% |
| 494 | Ascent Group#494 · 13,233 sh | 13,233 | $144.2K | <0.01% | +11.5% |
| 495 | BCO Wealth Management#495 · 13,214 sh | 13,214 | $144.0K | — | 0.0% |
| 496 | VAUGHAN DAVID INVESTMENTS#496 · 13,101 sh | 13,101 | $143.0K | <0.01% | New |
| 497 | WMG Financial Advisors#497 · 13,022 sh | 13,022 | $141.9K | 0.05% | 0.0% |
| 498 | GREENWOOD GEARHART#498 · 12,993 sh | 12,993 | $141.6K | <0.01% | New |
| 499 | EverSource Wealth Advisors#499 · 12,944 sh | 12,944 | $141.1K | <0.01% | +499.8% |
| 500 | Valeo Financial Advisors#500 · 12,929 sh | 12,929 | $140.9K | — | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.