Who Owns AGNC INVT CORP (AGNC)? -- Institutional Holders (2026-06-30)
29 institutions reported holding $7.6M of AGNC INVT CORP (AGNC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Balefire, LLC ($2.4M), Cooper Financial Group ($1.4M), HOWARD FINANCIAL SERVICES, LTD. ($832,458), Dynamic Advisor Solutions LLC ($455,845), Fermata Advisors, LLC ($453,480). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Balefire, LLC | $2.4M | 220,312 | Added |
| 2 | Cooper Financial Group | $1.4M | 132,397 | Trimmed |
| 3 | HOWARD FINANCIAL SERVICES, LTD. | $832,458 | 76,372 | Added |
| 4 | Dynamic Advisor Solutions LLC | $455,845 | 41,821 | Trimmed |
| 5 | Fermata Advisors, LLC | $453,480 | 41,604 | Trimmed |
| 6 | Attessa Capital LLC | $283,455 | 26,005 | New |
| 7 | 180 WEALTH ADVISORS, LLC | $240,896 | 22,101 | Added |
| 8 | Shulman DeMeo Asset Management LLC | $211,448 | 19,399 | Trimmed |
| 9 | Value Investment Professionals, LLC | $192,572 | 17,667 | Added |
| 10 | Post Resch Tallon Group Inc. | $181,910 | 16,689 | New |
| 11 | PVG ASSET MANAGEMENT CORP | $162,465 | 14,905 | Trimmed |
| 12 | Avior Wealth Management, LLC | $154,029 | 14,131 | Added |
| 13 | Baron Wealth Management LLC | $144,992 | 13,302 | Added |
| 14 | Valeo Financial Advisors, LLC | $140,929 | 12,929 | New |
| 15 | GAMMA Investing LLC | $125,960 | 11,556 | Added |
| 16 | Versant Capital Management, Inc | $60,713 | 5,570 | Added |
| 17 | CoreCap Advisors, LLC | $24,842 | 2,279 | Trimmed |
| 18 | MassMutual Private Wealth & Trust, FSB | $15,216 | 1,396 | Trimmed |
| 19 | CX Institutional | $15,000 | 1,397 | Added |
| 20 | KERR FINANCIAL PLANNING Corp | $14,351 | 1,317 | Added |
| 21 | ELEVATION WEALTH PARTNERS, LLC | $9,244 | 848 | New |
| 22 | Bangor Savings Bank | $8,175 | 750 | New |
| 23 | Retirement Wealth Solutions LLC | $7,271 | 667 | Added |
| 24 | Byrne Asset Management LLC | $4,360 | 400 | Hold |
| 25 | Strategic Investment Solutions, Inc. /IL | $3,542 | 325 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30