AGNC Investment Corp. (AGNC) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. 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 501–600 of 713
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | WealthPLAN Partners#501 · 12,847 sh | 12,847 | $140.0K | — | +0.4% |
| 502 | Annex Advisory Services#502 · 12,838 sh | 12,838 | $139.9K | — | -76.0% |
| 503 | Focus Financial Network#503 · 12,757 sh | 12,757 | $139.1K | — | New |
| 504 | Dana Investment Advisors#504 · 12,690 sh | 12,690 | $138.3K | <0.01% | -12.9% |
| 505 | Merit Financial Group#505 · 12,626 sh | 12,626 | $137.6K | <0.01% | New |
| 506 | Transamerica Financial Advisors#506 · 12,389 sh | 12,389 | $136.7K | 0.01% | -16.2% |
| 507 | LANE BROTHERS &#507 · 12,531 sh | 12,531 | $136.6K | 0.09% | New |
| 508 | Oakworth Capital#508 · 12,600 sh | 12,600 | $136.0K | — | New |
| 509 | JUPITER ASSET MANAGEMENT LTD#509 · 12,379 sh | 12,379 | $134.9K | <0.01% | New |
| 510 | PRINCIPAL FINANCIAL GROUP#510 · 12,365 sh | 12,365 | $134.8K | <0.01% | -59.0% |
| 511 | Concurrent Investment Advisors#511 · 12,233 sh | 12,233 | $133.3K | — | -8.6% |
| 512 | Oder Investment Management#512 · 12,161 sh | 12,161 | $132.6K | 0.09% | New |
| 513 | Liberty Atlantic Advisors#513 · 12,000 sh | 12,000 | $132.2K | — | New |
| 514 | Avory & Company#514 · 12,094 sh | 12,094 | $131.8K | — | +3.5% |
| 515 | BTC Capital Management#515 · 12,000 sh | 12,000 | $130.8K | <0.01% | 0.0% |
| 516 | Pavaki Capital Management#516 · 12,000 sh | 12,000 | $130.8K | — | 0.0% |
| 517 | World Investment Advisors#517 · 12,523 sh | 12,523 | $129.4K | <0.01% | -39.0% |
| 518 | PFG Advisors#518 · 11,752 sh | 11,752 | $128.1K | — | New |
| 519 | Bright Futures Wealth Management#519 · 11,695 sh | 11,695 | $127.5K | — | -0.4% |
| 520 | PW Nova Financial Services#520 · 11,565 sh | 11,565 | $126.1K | — | 0.0% |
| 521 | GAMMA Investing#521 · 11,556 sh | 11,556 | $126.0K | — | +15.9% |
| 522 | Jaffetilchin Investment Partners#522 · 11,556 sh | 11,556 | $126.0K | <0.01% | +1.2% |
| 523 | Foundations Investment Advisors#523 · 11,454 sh | 11,454 | $124.8K | <0.01% | -36.4% |
| 524 | VSM Wealth Advisory#524 · 11,452 sh | 11,452 | $124.8K | 0.03% | +85.1% |
| 525 | Ranch Capital Advisors#525 · 11,432 sh | 11,432 | $124.6K | 0.04% | +1.5% |
| 526 | Optas#526 · 11,354 sh | 11,354 | $123.8K | 0.02% | +6.3% |
| 527 | WealthPlan Investment Management#527 · 11,310 sh | 11,310 | $123.3K | — | -3.3% |
| 528 | Liberty Capital Management#528 · 11,300 sh | 11,300 | $123.2K | 0.02% | — |
| 529 | Capital Square#529 · 11,059 sh | 11,059 | $123.1K | — | +2.7% |
| 530 | Frec Markets#530 · 11,286 sh | 11,286 | $123.0K | 0.01% | New |
| 531 | J. Safra Sarasin Holding AG#531 · 11,281 sh | 11,281 | $123.0K | — | New |
| 532 | MUTUAL OF AMERICA CAPITAL MANAGEMENT#532 · 11,270 sh | 11,270 | $122.8K | — | New |
| 533 | Financial Engines Advisors L.L.C.#533 · 11,170 sh | 11,170 | $121.8K | <0.01% | New |
| 534 | AlphaGrep UK Ltd#534 · 11,055 sh | 11,055 | $120.5K | 0.04% | -86.5% |
| 535 | Farmers & Merchants of Long Beach#535 · 11,000 sh | 11,000 | $119.9K | — | -15.4% |
| 536 | TD PRIVATE CLIENT WEALTH#536 · 10,988 sh | 10,988 | $119.8K | <0.01% | -33.8% |
| 537 | PROFFITT & GOODSON#537 · 10,976 sh | 10,976 | $119.6K | 0.02% | 0.0% |
| 538 | MN Wealth Advisors#538 · 10,798 sh | 10,798 | $117.7K | — | +3.4% |
| 539 | Beacon Financial Advisory#539 · 10,741 sh | 10,741 | $117.1K | — | +1.8% |
| 540 | CORA CAPITAL ADVISORS#540 · 10,575 sh | 10,575 | $115.3K | 0.03% | -0.3% |
| 541 | Sequoia Financial Advisors#541 · 10,433 sh | 10,433 | $113.7K | <0.01% | -55.2% |
| 542 | Welch Group#542 · 10,412 sh | 10,412 | $113.5K | <0.01% | +3.5% |
| 543 | WESPAC Advisors#543 · 10,398 sh | 10,398 | $113.3K | — | New |
| 544 | DAYMARK WEALTH PARTNERS#544 · 10,368 sh | 10,368 | $113.0K | <0.01% | New |
| 545 | B. Riley Wealth Advisors#545 · 10,259 sh | 10,259 | $112.9K | — | +0.2% |
| 546 | Van Diest Capital#546 · 10,222 sh | 10,222 | $111.4K | 0.10% | -15.3% |
| 547 | ENTERPRISE FINANCIAL SERVICES#547 · 10,222 sh | 10,222 | $111.4K | 0.05% | New |
| 548 | Modern Wealth Management#548 · 10,089 sh | 10,089 | $110.0K | <0.01% | New |
| 549 | Wealth Alliance Advisory Group#549 · 10,083 sh | 10,083 | $109.9K | — | New |
| 550 | BROWN ADVISORY#550 · 10,007 sh | 10,007 | $109.1K | <0.01% | New |
| 551 | QUARRY HILL ADVISORS#551 · 10,000 sh | 10,000 | $109.0K | 0.04% | 0.0% |
| 552 | AlphaCentric Advisors#552 · 9,621 sh | 9,621 | $104.9K | 0.09% | +8.6% |
| 553 | WealthCollab#553 · 9,586 sh | 9,586 | $104.5K | 0.04% | +33.0% |
| 554 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#554 · 9,310 sh | 9,310 | $101.5K | <0.01% | -47.5% |
| 555 | SUMMIT SECURITIES GROUP#555 · 9,000 sh | 9,000 | $98.1K | <0.01% | -87.6% |
| 556 | HUNTINGTON NATIONAL BANK#556 · 8,966 sh | 8,966 | $97.7K | <0.01% | -13.6% |
| 557 | Bruce G. Allen Investments#557 · 8,672 sh | 8,672 | $94.5K | 0.06% | -0.1% |
| 558 | HAZLETT, BURT & WATSON#558 · 8,000 sh | 8,000 | $87.0K | 0.02% | 0.0% |
| 559 | Solstein Capital#559 · 7,819 sh | 7,819 | $85.2K | 0.03% | -55.3% |
| 560 | FLAGSHIP WEALTH ADVISORS#560 · 7,500 sh | 7,500 | $81.8K | 0.02% | New |
| 561 | FIRST COMMUNITY NA#561 · 7,300 sh | 7,300 | $79.6K | — | 0.0% |
| 562 | North Star Investment Management#562 · 6,800 sh | 6,800 | $74.1K | — | -1.5% |
| 563 | MeadowBrook Investment Advisors#563 · 2,815 sh | 2,815 | $70.2K | 0.06% | +5.0% |
| 564 | Mitsubishi UFJ Asset Management , Ltd.#564 · 6,376 sh | 6,376 | $69.5K | 0.00% | +166.6% |
| 565 | Bullseye Investment Management#565 · 6,300 sh | 6,300 | $68.7K | 0.02% | +100.0% |
| 566 | Archer Investment#566 · 6,288 sh | 6,288 | $68.5K | 0.01% | +28.6% |
| 567 | NOMURA ASSET MANAGEMENT LTD#567 · 6,000 sh | 6,000 | $65.4K | <0.01% | -58.9% |
| 568 | Ameritas Investment Partners#568 · 6,000 sh | 6,000 | $65.4K | <0.01% | 0.0% |
| 569 | Versant Capital Management#569 · 5,570 sh | 5,570 | $60.7K | — | +259.1% |
| 570 | Corsicana#570 · 5,500 sh | 5,500 | $60.0K | 0.03% | New |
| 571 | Tower Research Capital (TRC)#571 · 5,434 sh | 5,434 | $59.2K | <0.01% | -90.3% |
| 572 | UMB Bank, n.a.#572 · 5,239 sh | 5,239 | $57.1K | <0.01% | +3.3% |
| 573 | Fourth Dimension Wealth#573 · 5,000 sh | 5,000 | $54.5K | 0.02% | 0.0% |
| 574 | TD Waterhouse Canada#574 · 4,952 sh | 4,952 | $53.4K | — | -12.4% |
| 575 | Pinnacle Wealth Planning Services#575 · 4,846 sh | 4,846 | $52.8K | — | +1.8% |
| 576 | LOS ANGELES CAPITAL MANAGEMENT#576 · 4,753 sh | 4,753 | $51.8K | <0.01% | 0.0% |
| 577 | Nova Wealth Management#577 · 4,671 sh | 4,671 | $50.9K | 0.03% | 0.0% |
| 578 | Capital Analysts#578 · 4,472 sh | 4,472 | $49.0K | <0.01% | 0.0% |
| 579 | Cape Investment Advisory#579 · 4,318 sh | 4,318 | $47.1K | — | New |
| 580 | Rossby Financial, LCC#580 · 4,112 sh | 4,112 | $44.8K | <0.01% | +209.6% |
| 581 | Spire Wealth Management#581 · 3,922 sh | 3,922 | $42.8K | <0.01% | +25.6% |
| 582 | Financial Life Planners#582 · 3,826 sh | 3,826 | $41.7K | 0.03% | +3.5% |
| 583 | Bogart Wealth#583 · 3,695 sh | 3,695 | $40.3K | <0.01% | 0.0% |
| 584 | KELLY LAWRENCE W & ASSOCIATES#584 · 1,500 sh | 1,500 | $38.4K | <0.01% | 0.0% |
| 585 | Crewe Advisors#585 · 3,417 sh | 3,417 | $37.5K | <0.01% | +49.1% |
| 586 | Altshuler Shaham Ltd#586 · 3,164 sh | 3,164 | $34.5K | <0.01% | New |
| 587 | ORG Wealth Partners#587 · 3,127 sh | 3,127 | $34.1K | <0.01% | 0.0% |
| 588 | Forum Finance Group S.A.#588 · 3,840 sh | 3,840 | $34.0K | 0.01% | 0.0% |
| 589 | GILL CAPITAL PARTNERS#589 · 3,100 sh | 3,100 | $33.8K | — | +100.0% |
| 590 | SALEM INVESTMENT COUNSELORS#590 · 3,000 sh | 3,000 | $33.1K | — | 0.0% |
| 591 | TrueNorth#591 · 3,000 sh | 3,000 | $32.7K | <0.01% | New |
| 592 | HIGHLINE WEALTH PARTNERS#592 · 3,000 sh | 3,000 | $32.7K | — | New |
| 593 | Graney & King#593 · 2,936 sh | 2,936 | $32.0K | 0.01% | +3.5% |
| 594 | Avion Wealth#594 · 2,820 sh | 2,820 | $30.0K | <0.01% | +3.4% |
| 595 | Security National Bank#595 · 2,750 sh | 2,750 | $30.0K | — | New |
| 596 | N.E.W. Advisory Services#596 · 2,557 sh | 2,557 | $27.9K | <0.01% | +1.1% |
| 597 | Osbon Capital Management#597 · 2,537 sh | 2,537 | $27.7K | 0.02% | -99.2% |
| 598 | SWAN Capital#598 · 2,500 sh | 2,500 | $27.3K | <0.01% | 0.0% |
| 599 | MCF Advisors#599 · 2,408 sh | 2,408 | $26.5K | <0.01% | +254.1% |
| 600 | DANSKE BANK A/S#600 · 2,400 sh | 2,400 | $26.2K | <0.01% | 0.0% |
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.