Signals

AGNC

693 in-universe funds with a nonzero position in AGNC within the trailing 4 quarters, as of 2025Q4

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-09-11 8-K Item(s) 5.02
2026-07-20 8-K Item(s) 2.02, 9.01
2026-05-29 8-K Item(s) 8.01
2026-05-29 Ownership Dilution filing by AGNC Investment Corp. (424B5)
2026-04-20 8-K Item(s) 2.02, 9.01
2026-04-17 8-K Item(s) 5.07
2026-01-26 8-K Item(s) 2.02, 9.01
2026-01-14 8-K Item(s) 5.02
2025-12-15 8-K Item(s) 5.02
2025-10-20 8-K Item(s) 2.02, 9.01
2025-09-10 8-K Item(s) 3.03, 5.03, 8.01
2025-09-05 Ownership Dilution filing by AGNC Investment Corp. (424B5)
2025-09-03 Ownership Dilution filing by AGNC Investment Corp. (424B5)
2025-04-24 Ownership Dilution filing by AGNC Investment Corp. (424B5)
2024-10-25 Ownership Dilution filing by AGNC Investment Corp. (424B5)
2024-05-09 Ownership Dilution filing by AGNC Investment Corp. (424B5)
2023-10-13 Ownership Dilution filing by AGNC Investment Corp. (424B5)
2022-09-09 Ownership Dilution filing by AGNC Investment Corp. (424B5)
2022-09-07 Ownership Dilution filing by AGNC Investment Corp. (424B5)
2021-06-11 Ownership Dilution filing by AGNC Investment Corp. (424B5)

Flow ranking

Rank#1832
Score / z0.000 / -0.01
Consensus230.02 over 442 funds
Momentumnot computed

Price & positioning

248 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 2
FiledFormItems
2026-09-11 8-K 5.02
2026-07-20 8-K 2.02, 9.01
2026-05-29 8-K 8.01
2026-04-20 8-K 2.02, 9.01
2026-04-17 8-K 5.07
2026-01-26 8-K 2.02, 9.01
2026-01-14 8-K 5.02
2025-12-15 8-K 5.02
2025-10-20 8-K 2.02, 9.01
2025-09-10 8-K 3.03, 5.03, 8.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 1
FiledFormFiler
2026-05-29 424B5 AGNC Investment Corp.
2025-09-05 424B5 AGNC Investment Corp.
2025-09-03 424B5 AGNC Investment Corp.
2025-04-24 424B5 AGNC Investment Corp.
2024-10-25 424B5 AGNC Investment Corp.
2024-05-09 424B5 AGNC Investment Corp.
2023-10-13 424B5 AGNC Investment Corp.
2022-09-09 424B5 AGNC Investment Corp.
2022-09-07 424B5 AGNC Investment Corp.
2021-06-11 424B5 AGNC Investment Corp.
Showing the 10 most recent.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
VANGUARD GROUP INC CIK 0000102909 0.000 0 1,047.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 655.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 312.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 197.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 141.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 116.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 103.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 102.1 2.1% 3 +0.1 pp +0.2 pp +2.1 pp +2.1 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 80.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 76.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 76.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 73.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 71.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 46.1 1.9% 3 +0.1 pp +0.3 pp +1.9 pp +1.9 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 42.4 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 41.7 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 39.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 38.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 36.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KING STREET CAPITAL MANAGEMENT, L.P. CIK 0001218199 0.090 6 34.9 4.8% 2 +3.0 pp +4.8 pp +4.8 pp +4.8 pp
Nuveen, LLC CIK 0001871926 0.966 3735 34.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 33.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 29.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 27.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 26.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 25.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 24.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 22.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 21.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 19.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 19.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 18.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 17.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 16.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 15.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 15.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dupree Financial Group, LLC CIK 0001989251 0.159 81 15.8 5.7% 3 -0.9 pp -2.3 pp +5.7 pp +5.7 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 14.9 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Trivium Point Advisory, LLC CIK 0001766564 0.075 354 14.5 1.5% 3 +0.3 pp +0.5 pp +1.5 pp +1.5 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 13.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 13.4 3.2% 3 +0.7 pp +0.9 pp +3.2 pp +3.2 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 12.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 12.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 12.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 11.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 10.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 10.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 10.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 9.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 9.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 9.6 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TCW GROUP INC CIK 0000850401 0.730 629 9.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 9.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 8.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jain Global LLC CIK 0002024579 0.024 1417 8.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 7.5 0.7% 3 -0.0 pp -0.5 pp +0.7 pp +0.7 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 6.5 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 6.4 1.5% 3 +0.2 pp +0.2 pp +1.5 pp +1.5 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 6.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 6.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 5.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 5.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 5.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 5.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 5.2 0.4% 3 +0.3 pp +0.1 pp +0.4 pp +0.4 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 5.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 5.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 5.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 4.9 0.0% 1 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 4.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 4.5 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 4.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 3.9 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 3.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Balefire, LLC CIK 0001750924 0.097 475 3.8 0.7% 3 +0.1 pp +0.0 pp +0.7 pp +0.7 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 3.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Slagle Financial, LLC CIK 0001984918 0.043 127 3.7 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 3.6 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 3.5 0.2% 3 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 3.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 3.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 3.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 3.2 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mount Lucas Management LP CIK 0001185072 0.092 166 3.0 1.3% 3 -0.7 pp -1.2 pp +1.3 pp +1.3 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 2.9 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 2.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 2.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GraniteShares Advisors LLC CIK 0001839545 0.113 90 2.7 1.6% 3 -0.3 pp -0.1 pp +1.6 pp +1.6 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 2.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RBF Capital, LLC CIK 0001134621 0.512 506 2.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 2.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Ethic Inc. CIK 0001780570 0.636 1358 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 2.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 2.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Waterfront Wealth Inc. CIK 0001775210 0.257 298 2.1 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Assets Investment Management, LLC CIK 0001389256 0.544 146 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 2.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 1.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BLUEFIN CAPITAL MANAGEMENT, LLC CIK 0001144208 0.000 91 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 1.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Weiss Asset Management LP CIK 0001357550 0.000 613 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Utah Retirement Systems CIK 0001548392 0.790 1027 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 1.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Southland Equity Partners LLC CIK 0002006517 0.434 306 1.7 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 1.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Greenwich Wealth Management LLC CIK 0001439805 0.759 296 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Deseret Mutual Benefit Administrators CIK 0001789351 0.304 518 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AIA Group Ltd CIK 0001522877 0.800 324 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
JACOBS ASSET MANAGEMENT, LLC CIK 0001351063 0.257 21 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
DCM Advisors, LLC CIK 0001839498 0.372 38 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Riverview Trust Co CIK 0001593600 0.349 166 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sheets Smith Investment Management CIK 0001785199 0.008 137 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ICON ADVISERS INC/CO CIK 0001058470 0.054 195 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Orange Investment Advisors, Inc. CIK 0000943442 0.498 143 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Age Alpha Advisors, LLC CIK 0001764807 0.177 915 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Fortitude Financial, LLC CIK 0002066105 0.084 28 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.0 0.0% 0 -0.8 pp -0.2 pp +0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MENDON CAPITAL ADVISORS CORP CIK 0001177043 0.249 46 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
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Boston Partners CIK 0001386060 0.833 802 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AXS Investments LLC CIK 0001801467 0.203 193 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
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Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just AGNC). Qtrs Held counts distinct quarters this fund has actually held AGNC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AGNC position size. Δ columns are the percentage-point change in AGNC's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status