9 institutions reported holding $2.2M of AGNT INC COM (EXPI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Baring Financial LLC ($2.0M), Valeo Financial Advisors, LLC ($143,641), Versant Capital Management, Inc ($50,454), GAMMA Investing LLC ($19,957), CoreCap Advisors, LLC ($8,364). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Baring Financial LLC | $2.0M | 362,841 | Trimmed |
| 2 | Valeo Financial Advisors, LLC | $143,641 | 26,551 | Trimmed |
| 3 | Versant Capital Management, Inc | $50,454 | 9,326 | Added |
| 4 | GAMMA Investing LLC | $19,957 | 3,689 | Trimmed |
| 5 | CoreCap Advisors, LLC | $8,364 | 1,546 | Hold |
| 6 | MassMutual Private Wealth & Trust, FSB | $1,964 | 363 | Trimmed |
| 7 | Retirement Wealth Solutions LLC | $354 | 65 | Added |
| 8 | Byrne Asset Management LLC | $0 | 0 | Exited |
| 9 | BURKETT FINANCIAL SERVICES, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30