AGNC Investment Corp. (AGNC) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 713
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | ASSETMARK#601 · 2,368 sh | 2,368 | $25.8K | — | +34.9% |
| 602 | Smartleaf Asset Management#602 · 2,342 sh | 2,342 | $25.8K | <0.01% | 0.0% |
| 603 | Gen-Wealth Partners#603 · 2,355 sh | 2,355 | $25.7K | <0.01% | 0.0% |
| 604 | Quent Capital#604 · 2,351 sh | 2,351 | $25.6K | <0.01% | +235.9% |
| 605 | Silver Grove Financial Group#605 · 2,320 sh | 2,320 | $25.3K | 0.01% | New |
| 606 | DELTA ASSET MANAGEMENT#606 · 2,300 sh | 2,300 | $25.1K | <0.01% | New |
| 607 | CoreCap Advisors#607 · 2,279 sh | 2,279 | $24.8K | — | -18.6% |
| 608 | Hilton Head Capital Partners#608 · 2,100 sh | 2,100 | $22.9K | — | 0.0% |
| 609 | MONTAG A & ASSOCIATES#609 · 2,077 sh | 2,077 | $22.9K | <0.01% | 0.0% |
| 610 | MANNING & NAPIER ADVISORS#610 · 2,037 sh | 2,037 | $22.4K | <0.01% | +25.5% |
| 611 | Strategic Wealth Partners, Ltd.#611 · 2,030 sh | 2,030 | $22.1K | <0.01% | 0.0% |
| 612 | Transce3nd#612 · 1,836 sh | 1,836 | $20.4K | — | -3.9% |
| 613 | MARK SHEPTOFF FINANCIAL PLANNING#613 · 1,730 sh | 1,730 | $18.9K | 0.01% | 0.0% |
| 614 | LRI Investments#614 · 1,546 sh | 1,546 | $16.9K | <0.01% | -71.9% |
| 615 | Aventura Private Wealth#615 · 1,500 sh | 1,500 | $16.4K | <0.01% | 0.0% |
| 616 | Institute for Wealth Management#616 · 1,433 sh | 1,433 | $15.6K | <0.01% | New |
| 617 | MassMutual Private Wealth & , FSB#617 · 1,396 sh | 1,396 | $15.2K | — | -18.8% |
| 618 | CX Institutional#618 · 1,397 sh | 1,397 | $15.0K | — | +22.1% |
| 619 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#619 · 1,370 sh | 1,370 | $14.9K | <0.01% | 0.0% |
| 620 | OF VERMONT#620 · 1,329 sh | 1,329 | $14.5K | — | — |
| 621 | CARY STREET PARTNERS INVESTMENT ADVISORY#621 · 1,318 sh | 1,318 | $14.4K | <0.01% | +661.8% |
| 622 | KERR FINANCIAL PLANNING#622 · 1,317 sh | 1,317 | $14.4K | 0.02% | +2.3% |
| 623 | Darwin Wealth Management#623 · 1,277 sh | 1,277 | $13.9K | <0.01% | +3.5% |
| 624 | Atlantic Edge Private Wealth Management#624 · 1,200 sh | 1,200 | $13.1K | — | 0.0% |
| 625 | Vision Retirement#625 · 1,183 sh | 1,183 | $12.9K | <0.01% | 0.0% |
| 626 | Markowski Investments#626 · 1,173 sh | 1,173 | $12.8K | <0.01% | — |
| 627 | AdvisorNet Financial#627 · 1,170 sh | 1,170 | $12.8K | — | -14.8% |
| 628 | Salomon & Ludwin#628 · 1,155 sh | 1,155 | $12.5K | <0.01% | 0.0% |
| 629 | Caitlin John#629 · 1,109 sh | 1,109 | $12.1K | <0.01% | 0.0% |
| 630 | Financial Network Wealth Advisors#630 · 1,106 sh | 1,106 | $12.1K | 0.01% | 0.0% |
| 631 | SHP Wealth Management#631 · 1,101 sh | 1,101 | $12.0K | <0.01% | +2293.5% |
| 632 | Basepoint Wealth#632 · 1,043 sh | 1,043 | $11.4K | <0.01% | +3.5% |
| 633 | Activest Wealth Management#633 · 1,040 sh | 1,040 | $11.3K | — | +1939.2% |
| 634 | PETERSON WEALTH MANAGEMENT#634 · 1,033 sh | 1,033 | $11.3K | <0.01% | 0.0% |
| 635 | ROTHSCHILD INVESTMENT#635 · 912 sh | 912 | $9.9K | <0.01% | -7.8% |
| 636 | ZRC WEALTH MANAGEMENT#636 · 848 sh | 848 | $9.2K | — | New |
| 637 | Roble, Belko & Company#637 · 813 sh | 813 | $9.0K | <0.01% | -54.5% |
| 638 | Bangor Savings Bank#638 · 750 sh | 750 | $8.2K | — | New |
| 639 | PlanVest Financial#639 · 742 sh | 742 | $8.1K | <0.01% | 0.0% |
| 640 | Principia Wealth Advisory#640 · 737 sh | 737 | $8.0K | <0.01% | +535.3% |
| 641 | Bell Investment Advisors#641 · 688 sh | 688 | $7.5K | <0.01% | -2.1% |
| 642 | CULLEN/FROST BANKERS#642 · 683 sh | 683 | $7.4K | <0.01% | +3.5% |
| 643 | James T. Borello RIA#643 · 680 sh | 680 | $7.4K | — | +39.6% |
| 644 | Retirement Wealth Solutions#644 · 667 sh | 667 | $7.3K | — | +70.2% |
| 645 | Wealth Enhancement Services#645 · 617 sh | 617 | $6.7K | — | New |
| 646 | WOLFF WIESE MAGANA#646 · 600 sh | 600 | $6.5K | — | 0.0% |
| 647 | Private Wealth Management Group#647 · 570 sh | 570 | $6.2K | — | New |
| 648 | GODSEY & GIBB#648 · 540 sh | 540 | $5.9K | — | 0.0% |
| 649 | JNBA Financial Advisors#649 · 539 sh | 539 | $5.9K | <0.01% | New |
| 650 | ACTION POINT FINANCIAL PLANNING#650 · 509 sh | 509 | $5.5K | <0.01% | New |
| 651 | Signature Equity Partners#651 · 506 sh | 506 | $5.5K | <0.01% | 0.0% |
| 652 | Key FInancial#652 · 500 sh | 500 | $5.5K | <0.01% | +461.8% |
| 653 | High Point Wealth Management#653 · 500 sh | 500 | $5.5K | <0.01% | 0.0% |
| 654 | Union Bankshares#654 · 500 sh | 500 | $5.5K | <0.01% | 0.0% |
| 655 | Cornerstone Financial Management#655 · 472 sh | 472 | $5.1K | <0.01% | +314.0% |
| 656 | BROWN BROTHERS HARRIMAN#656 · 469 sh | 469 | $5.1K | 0.00% | 0.0% |
| 657 | Byrne Asset Management#657 · 400 sh | 400 | $4.4K | — | 0.0% |
| 658 | Aspect Partners#658 · 347 sh | 347 | $3.8K | — | +3.6% |
| 659 | Keating Financial Advisory Services#659 · 325 sh | 325 | $3.5K | <0.01% | 0.0% |
| 660 | Strategic Investment Solutions#660 · 325 sh | 325 | $3.5K | <0.01% | 0.0% |
| 661 | HARBOR INVESTMENT ADVISORY#661 · 301 sh | 301 | $3.3K | — | 0.0% |
| 662 | Cromwell#662 · 293 sh | 293 | $3.2K | <0.01% | +49.5% |
| 663 | FIFTH THIRD BANCORP#663 · 285 sh | 285 | $3.1K | 0.00% | 0.0% |
| 664 | SJS Investment Consulting#664 · 282 sh | 282 | $3.1K | — | New |
| 665 | PIN OAK INVESTMENT ADVISORS#665 · 250 sh | 250 | $3.0K | <0.01% | 0.0% |
| 666 | TSFG#666 · 236 sh | 236 | $3.0K | — | +3.5% |
| 667 | VALLEY NATIONAL ADVISERS#667 · 272 sh | 272 | $3.0K | — | New |
| 668 | Sachetta#668 · 253 sh | 253 | $2.8K | <0.01% | -51.9% |
| 669 | GHP Investment Advisors#669 · 241 sh | 241 | $2.6K | — | -58.5% |
| 670 | First Command Advisory Services#670 · 238 sh | 238 | $2.6K | 0.00% | New |
| 671 | Essential Partners#671 · 236 sh | 236 | $2.6K | — | -22.1% |
| 672 | Fortitude Family Office#672 · 229 sh | 229 | $2.5K | — | 0.0% |
| 673 | MCGUIRE CAPITAL ADVISORS#673 · 228 sh | 228 | $2.5K | <0.01% | +1.8% |
| 674 | Cornerstone Planning Group#674 · 216 sh | 216 | $2.3K | — | +45.9% |
| 675 | Decker Retirement Planning#675 · 204 sh | 204 | $2.2K | — | +3980.0% |
| 676 | FINANCIAL CONSULATE#676 · 199 sh | 199 | $2.2K | — | 0.0% |
| 677 | Glen Eagle Advisors#677 · 200 sh | 200 | $2.2K | <0.01% | 0.0% |
| 678 | FIRST HORIZON NATIONAL#678 · 200 sh | 200 | $2.2K | — | New |
| 679 | BESSEMER GROUP#679 · 210 sh | 210 | $2.0K | 0.00% | 0.0% |
| 680 | American Capital Advisory#680 · 156 sh | 156 | $1.7K | <0.01% | +32.2% |
| 681 | Clearstead#681 · 145 sh | 145 | $1.6K | <0.01% | 0.0% |
| 682 | Mountain Hill Investment Partners#682 · 133 sh | 133 | $1.4K | — | +3.9% |
| 683 | BROWN, LISLE/CUMMINGS#683 · 122 sh | 122 | $1.3K | — | New |
| 684 | Planning Strategies#684 · 122 sh | 122 | $1.3K | — | — |
| 685 | Quest 10 Wealth Builders#685 · 119 sh | 119 | $1.3K | <0.01% | -2.5% |
| 686 | CENTRAL#686 · 114 sh | 114 | $1.2K | 0.00% | New |
| 687 | Key Capital Management#687 · 109 sh | 109 | $1.2K | <0.01% | 0.0% |
| 688 | Capital Advisors, Ltd.#688 · 98 sh | 98 | $1.0K | <0.01% | 0.0% |
| 689 | Fortis Group Advisors#689 · 85 sh | 85 | $927.00 | <0.01% | 0.0% |
| 690 | Stone House Investment Management#690 · 77 sh | 77 | $839.00 | — | +175.0% |
| 691 | MV CAPITAL MANAGEMENT#691 · 71 sh | 71 | $774.00 | <0.01% | +173.1% |
| 692 | Highland Investment Advisors#692 · 69 sh | 69 | $757.00 | <0.01% | — |
| 693 | AMERIFLEX GROUP#693 · 60 sh | 60 | $654.00 | <0.01% | 0.0% |
| 694 | True Wealth Design#694 · 57 sh | 57 | $622.00 | — | 0.0% |
| 695 | Hughes Financial Services#695 · 52 sh | 52 | $567.00 | <0.01% | +188.9% |
| 696 | RAFFA WEALTH MANAGEMENT#696 · 47 sh | 47 | $512.00 | <0.01% | 0.0% |
| 697 | Torren Management#697 · 45 sh | 45 | $491.00 | <0.01% | 0.0% |
| 698 | Synergy Investment Management#698 · 36 sh | 36 | $392.00 | <0.01% | New |
| 699 | Asset Dedication#699 · 32 sh | 32 | $349.00 | 0.00% | New |
| 700 | JFS WEALTH ADVISORS#700 · 29 sh | 29 | $320.00 | 0.00% | 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.