AGNC · AGNC Investment Corp. · Shareholders & Ownership

$8.83 +0.39 (+4.62%) Earnings today

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$10.43B

1.19B

Volume · Oct 20 37.18M Avg daily vol (3M) 28.57M

Every disclosed holder of AGNC in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns AGNC

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	703	476,069,609	40.16%	Yes
Insiders (Forms 3, 4, 5)	14	7,560,949	0.64%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	701,850,889	59.20%	Rest
Registered funds (N-PORT, not summed)	243	191,800,035	16.18%	No

Shares outstanding: 1,185,481,447, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of AGNC

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	64,594,088	5.45%	+4,174,076	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Mortgage Real Estate ETF Fund S000015626 · Registered fund · Jun 30, 2026 iShares Trust, not summed	7,700,837	0.65%	-22,015	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,727,059	0.40%	+484,008	Jun 30, 2026	iShares Trust, not summed
1.3	iShares U.S. Real Estate ETF Fund S000004328 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,963,762	0.33%	+463,753	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,563,788	0.22%	+27,322	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell Mid-Cap Value ETF Fund S000004335 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,761,936	0.15%	+172,606	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	51,588,727	4.35%	+2,186,686	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	46,120,221	3.89%	+1,218,929	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	36,397,121	3.07%	+1,313,632	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
5	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	27,313,853	2.30%	+4,220,736	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	26,331,402	2.22%	+768,584	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
7	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	24,487,679	2.07%	+3,594,771	Jun 30, 2026	carried, not yet filed for the newest quarter
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	20,640,491	1.74%	+1,571,323	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	406,679	0.03%	+13,800	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8.2	State Street(R) SPDR(R) Russell 1000 Yield Focus ETF Fund S000051787 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	245,021	0.02%	+81,207	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF Fund S000051789 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	32,740	0.00%	+999	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.4	State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF Fund S000036082 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	10,319	0.00%	+1,224	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
8.5	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	5,649	0.00%	+55	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
9	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	16,676,822	1.41%	+396,752	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	15,473,900	1.31%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	13,164,716	1.11%	+814,407	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	EQUITY INVESTMENT CORP 13F CIK 1685771 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,736,044	0.82%	+41,780	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	EIC Value Fund Fund S000031985 · Registered fund · Jul 31, 2026 FundVantage Trust, not summed	641,615	0.05%	0	Jul 31, 2026	FundVantage Trust, not summed
13	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,777,731	0.74%	+1,307,341	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Victory Pioneer Multi-Asset Income Fund Fund S000089756 · Registered fund · Jul 31, 2026 Victory Portfolios IV, not summed	1,701,992	0.14%	+174,598	Jul 31, 2026	Victory Portfolios IV, not summed
13.2	VictoryShares US Small Mid Cap Value Momentum ETF Fund S000065161 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	988,430	0.08%	+97,036	Jun 30, 2026	Victory Portfolios II, not summed
13.3	Victory Integrity Small-Cap Value Fund Fund S000046393 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	653,000	0.06%	+145,000	Jun 30, 2026	Victory Portfolios, not summed
13.4	Victory Integrity Small/Mid-Cap Value Fund Fund S000046398 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	257,719	0.02%	-10,631	Jun 30, 2026	Victory Portfolios, not summed
13.5	Victory Pioneer Equity Premium Income Fund Fund S000089762 · Registered fund · Jul 31, 2026 Victory Portfolios IV, not summed	144,584	0.01%	0	Jul 31, 2026	Victory Portfolios IV, not summed
14	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,146,540	0.69%	+430,798	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	2,998,426	0.25%	+101,825	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
14.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,186,502	0.10%	+78,202	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
14.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	703,791	0.06%	+41,400	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
14.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	657,763	0.06%	+34,328	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
14.5	Schwab U.S. Large-Cap Value ETF Fund S000026634 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	559,814	0.05%	-3,055	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
15	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	7,506,435	0.63%	+431,650	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	243,478	0.02%	+27,262	Jul 31, 2026	FlexShares Trust, not summed
16	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	7,253,754	0.61%	+385,993	Jun 30, 2026	carried, not yet filed for the newest quarter
17	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,176,369	0.61%	-95,427	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	2,003	0.00%	+727	Jul 31, 2026	E Trade Trust, not summed
18	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	7,110,171	0.60%	-1,548,139	Jun 30, 2026	carried, not yet filed for the newest quarter
19	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 13F CIK 1021642 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,048,882	0.51%	+6,048,882	Jun 30, 2026	carried, not yet filed for the newest quarter
20	LPL Financial LLC 13F CIK 1403438 · Broker-dealer · Jun 30, 2026 carried, not yet filed for the newest quarter	5,999,787	0.51%	+247,787	Jun 30, 2026	carried, not yet filed for the newest quarter
21	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,729,786	0.48%	+3,599,852	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	65,982	0.01%	+18,703	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
21.2	Goldman Sachs Large Cap Value Insights Fund Fund S000009326 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	62,815	0.01%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
21.3	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	36,335	0.00%	+180	May 31, 2026	Goldman Sachs ETF Trust II, not summed
21.4	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	11,959	0.00%	-810	May 31, 2026	Goldman Sachs ETF Trust, not summed
22	VAN ECK ASSOCIATES CORP 13F CIK 869178 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,190,499	0.44%	+763,109	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	VanEck Mortgage REIT Income ETF Fund S000033325 · Registered fund · Jun 30, 2026 VanEck ETF Trust, not summed	5,259,814	0.44%	+128,368	Jun 30, 2026	VanEck ETF Trust, not summed
23	HRT FINANCIAL LP 13F CIK 1475597 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,354,395	0.37%	+4,354,395	Jun 30, 2026	carried, not yet filed for the newest quarter
24	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,993,493	0.34%	+3,959,982	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,760,710	0.32%	-4,024,820	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,686,395	0.31%	+128,229	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	189,751	0.02%	+8,353	Jul 31, 2026	BNY Mellon ETF Trust, not summed
27	DAVIDSON INVESTMENT ADVISORS 13F CIK 1140771 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,371,067	0.28%	-652,822	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Davidson Multi-Cap Equity Fund Fund S000022607 · Registered fund · Jun 30, 2026 Advisors Series Trust, not summed	177,242	0.02%	-922	Jun 30, 2026	Advisors Series Trust, not summed
28	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,348,893	0.28%	+103,455	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	PACE Small/Medium Co Value Equity Investments Fund S000002973 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	106,000	0.01%	-3,700	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
29	Focus Partners Wealth 13F CIK 1542153 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,343,851	0.28%	+367,378	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Advisors Capital Management, LLC 13F CIK 1345576 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,249,628	0.27%	+148,542	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,136,039	0.26%	-65,063	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	1,086,370	0.09%	+5,313	Jul 31, 2026	NuShares ETF Trust, not summed
31.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	844,048	0.07%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
31.3	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	478,282	0.04%	+10,378	Jun 30, 2026	College Retirement Equities Fund, not summed
31.4	Nuveen Large Cap Value Index Fund Fund S000005388 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	408,052	0.03%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
31.5	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	21,927	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
32	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,936,162	0.25%	+1,427,246	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	First Trust Financials AlphaDEX Fund Fund S000017699 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	1,242,716	0.10%	-346,207	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
32.2	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	188,995	0.02%	+25,796	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
32.3	First Trust Mid Cap Growth AlphaDEX Fund Fund S000031804 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	168,415	0.01%	+100,053	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
32.4	First Trust SMID Capital Strength ETF Fund S000058147 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	53,687	0.00%	—	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
32.5	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	50,567	0.00%	+31,752	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
33	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,906,022	0.25%	+110,574	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Global X SuperDividend ETF Fund S000032495 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	1,082,664	0.09%	-394	Jul 31, 2026	GLOBAL X FUNDS, not summed
33.2	Global X SuperDividend REIT ETF Fund S000036905 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	715,562	0.06%	+51,362	Jul 31, 2026	GLOBAL X FUNDS, not summed
33.3	Global X Adaptive U.S. Factor ETF Fund S000062672 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	386,372	0.03%	+44,495	May 31, 2026	GLOBAL X FUNDS, not summed
34	Connor, Clark & Lunn Investment Management Ltd. 13F CIK 1596800 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,860,986	0.24%	+873,590	Jun 30, 2026	carried, not yet filed for the newest quarter
35	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,778,570	0.23%	+93,434	Jun 30, 2026	carried, not yet filed for the newest quarter
36	California Public Employees Retirement System 13F CIK 919079 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,718,118	0.23%	+1,182,360	Jun 30, 2026	carried, not yet filed for the newest quarter
37	TUDOR INVESTMENT CORP ET AL 13F CIK 923093 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,609,141	0.22%	+1,537	Jun 30, 2026	carried, not yet filed for the newest quarter
38	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,595,158	0.22%	+325,949	Jun 30, 2026	carried, not yet filed for the newest quarter
39	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,554,861	0.22%	+54,787	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Kain Gary D Insider CIK 1434805 · Mar 16, 2026 Director, Director, Executive Chair, issuer-wide	2,485,593	0.21%	-53,755	Mar 16, 2026	Director, Director, Executive Chair, issuer-wide
41	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,381,661	0.20%	+125,659	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Invesco KBW High Dividend Yield Financial ETF Fund S000030361 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	1,131,272	0.10%	-464,544	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
41.2	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	245,843	0.02%	+18,438	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
41.3	Invesco Russell 1000 Equal Weight ETF Fund S000047524 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	46,528	0.00%	+1,022	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
42	Swiss National Bank 13F CIK 1582202 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,253,800	0.19%	+130,700	Jun 30, 2026	carried, not yet filed for the newest quarter
43	SUSQUEHANNA INTERNATIONAL GROUP, LLP 13F CIK 1446194 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,108,244	0.18%	-2,156,013	Jun 30, 2026	carried, not yet filed for the newest quarter
44	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,015,618	0.17%	-21,067	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	5,737,770	0.48%	-196,033	May 31, 2026	Fidelity Concord Street Trust, not summed
44.2	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	4,340,825	0.37%	+244,694	Jul 31, 2026	Fidelity Salem Street Trust, not summed
44.3	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	2,084,416	0.18%	+77,807	May 31, 2026	Fidelity Concord Street Trust, not summed
44.4	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	1,692,155	0.14%	+112,774	May 31, 2026	Fidelity Concord Street Trust, not summed
44.5	Fidelity Enhanced Mid Cap Core ETF Fund S000081803 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	1,049,781	0.09%	+107,901	Jun 30, 2026	Fidelity Covington Trust, not summed
45	Federico Peter J Insider CIK 1464523 · Apr 28, 2026 Director, Director, President, CEO, CIO, issuer-wide	1,928,982	0.16%	-184,674	Apr 28, 2026	Director, Director, President, CEO, CIO, issuer-wide
46	Dupree Financial Group, LLC 13F CIK 1989251 · Registered investment adviser · Sep 30, 2026	1,901,855	0.16%	+479,600	Sep 30, 2026
47	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,826,797	0.15%	-236,230	Jun 30, 2026	carried, not yet filed for the newest quarter
48	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,774,877	0.15%	+92,699	Jun 30, 2026	carried, not yet filed for the newest quarter
49	VANGUARD FINANCIALS INDEX FUND Fund S000004449 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	1,734,537	0.15%	-5,456	May 31, 2026	VANGUARD WORLD FUND, not summed
50	OSAIC HOLDINGS, INC. 13F CIK 1677044 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,569,187	0.13%	+139,172	Jun 30, 2026	carried, not yet filed for the newest quarter

46 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 1423689 CUSIP 00123Q104 13F (30d) 111 filings 103 filers Visit website Investor relations