AGNC — Agnc Invt Corp Institutional Holders · Q3 2026

Name: Who Owns AGNC? 30 Institutions Hold $23.1M (Q3 2026)
Creator: ko.io

Who owns Agnc Invt Corp (AGNC)? 30 institutions reported holding $23.08M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Dupree Financial Group, LLC ($17.2M), GoalVest Advisory LLC ($982,998), Cooper Financial Group ($801,614).

Rank	Institution	Value	Shares	Change
1	Dupree Financial Group, LLC	$17.2M	1.9M	Added
2	GoalVest Advisory LLC	$982,998	108,379	Added
3	Cooper Financial Group	$801,614	88,381	Trimmed
4	Balefire, LLC	$780,735	86,079	Trimmed
5	Wedmont Private Capital	$664,628	76,570	Added
6	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$411,090	45,324	Added
7	WoodTrust Financial Corp	$254,000	28,000	Added
8	ARMSTRONG ADVISORY GROUP, INC	$239,736	26,432	Trimmed
9	Attessa Capital LLC	$235,865	26,005	Hold
10	DAVIDSON TRUST CO	$192,656	21,241	Hold
11	Paragon Capital Management Ltd	$173,599	19,140	Added
12	Farther Finance Advisors, LLC	$167,235	18,438	Trimmed
13	Weaver Consulting Group	$163,402	18,016	Added
14	Shulman DeMeo Asset Management LLC	$160,575	18,564	Trimmed
15	Post Resch Tallon Group Inc.	$154,192	17,000	Added
16	GAMMA Investing LLC	$138,631	15,285	Added
17	FIRST COMMUNITY TRUST NA	$66,211	7,300	Hold
18	CX Institutional	$64,000	7,087	Added
19	Wealth Enhancement Trust Services, Inc.	$60,315	6,650	Added
20	ELEVATION WEALTH PARTNERS, LLC	$48,721	5,372	Added
21	CoreCap Advisors, LLC	$32,929	3,630	Added
22	MassMutual Private Wealth & Trust, FSB	$14,947	1,648	Added
23	Versant Capital Management, Inc	$13,487	1,487	Trimmed
24	Retirement Wealth Solutions LLC	$5,579	615	Trimmed
25	Byrne Asset Management LLC	$3,580	400	Hold

Source: SEC Form 13F filings · as of 2026-09-30