DaveManuel.com · Institutional Ownership · Who Owns It
AG MTG INVT TR INC (MITT)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
116
Reporting holders
$97.7M
Reported value
38.6%
Of shares outstanding
0.3%
Calls
0.0%
Puts
-1
Holder change
Institutions report 12,289,093 shares against 31,803,475 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $20.7M | 2,618,326 | 0.00% | 8q | +6.0%+$1.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $10.4M | 1,316,400 | 0.00% | 2q | +4.5%+$450.0K |
| GEODE CAPITAL MANAGEMENT, LLC | $6.4M | 802,209 | 0.00% | 20q | +1.5%+$96.6K |
| GOLDMAN SACHS GROUP INC | $5.5M | 695,474 | 0.00% | 20q | +91.6%+$2.6M |
| STATE STREET CORP | $5.2M | 633,262 | 0.00% | 20q | +3.1%+$153.6K |
| PRUDENTIAL FINANCIAL INC | $4.1M | 511,533 | 0.00% | 9q | +20.8%+$698.0K |
| Qube Research & Technologies Ltd | $3.2M | 410,208 | 0.00% | 3q | +43.8%+$989.5K |
| LSV ASSET MANAGEMENT | $2.5M | 319,393 | 0.00% | 9q | +6.2%+$147.3K |
| UBS Group AG | $2.3M | 289,257 | 0.00% | 20q | +215.6%+$1.6M |
| TPG GP A, LLC | $2.3M | 288,290 | 0.05% | 2q | HELD |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $2.2M | 280,315 | 0.00% | 3q | +229.5%+$1.5M |
| NORTHERN TRUST CORP | $2.0M | 256,262 | 0.00% | 20q | +1.4%+$27.9K |
| RENAISSANCE TECHNOLOGIES LLC | $1.8M | 229,946 | 0.00% | 20q | -24.9%-$602.3K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $1.7M | 213,722 | 0.01% | 5q | +44.2%+$518.9K |
| VANGUARD FIDUCIARY TRUST CO | $1.7M | 210,602 | 0.00% | 2q | +5.5%+$87.3K |
| Janney Montgomery Scott LLC | $1.6M | 206,120 | 0.00% | 10q | +2.5%+$39.3K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.6M | 202,475 | 0.00% | 2q | +22.7%+$296.5K |
| AQR CAPITAL MANAGEMENT LLC | $1.5M | 190,642 | 0.00% | 5q | +56.8%+$546.9K |
| MILLENNIUM MANAGEMENT LLC | $1.5M | 189,215 | 0.00% | 3q | -38.8%-$949.2K |
| MORGAN STANLEY | $1.4M | 174,253 | 0.00% | 20q | +3.7%+$49.4K |
| Penserra Capital Management LLC | $1.3M | 161,240 | 0.01% | 5q | +8.0%+$94.6K |
| GSA CAPITAL PARTNERS LLP | $1.2M | 147,423 | 0.07% | 3q | +33.8%+$295.3K |
| Cambridge Investment Research Advisors, Inc. | $924.0K | 116,628 | 0.00% | 4q | +102.9%+$468.6K |
| Odyssean, LLC | $802.0K | 101,269 | 0.13% | 3q | +220.2%+$551.5K |
| VOYA INVESTMENT MANAGEMENT LLC | $717.0K | 90,529 | 0.00% | 8q | +1.2%+$8.5K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $687.7K | 86,826 | 0.00% | 18q | +13.8%+$83.5K |
| Bank of New York Mellon Corp | $601.6K | 75,965 | 0.00% | 20q | +9.1%+$50.3K |
| STATE OF WISCONSIN INVESTMENT BOARD | $598.9K | 75,621 | 0.00% | 2q | +73.0%+$252.6K |
| HSBC HOLDINGS PLC | $576.3K | 72,679 | 0.00% | 2q | +47.0%+$184.4K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $458.0K | 57,722 | 0.00% | 20q | +7.4%+$31.7K |
| BNP PARIBAS FINANCIAL MARKETS | $401.3K | 50,675 | 0.00% | 7q | +730.6%+$353.0K |
| Cetera Investment Advisers | $389.0K | 49,117 | 0.00% | 6q | +38.1%+$107.3K |
| MARINER INVESTMENT GROUP LLC | $380.9K | 48,094 | 0.08% | 2q | HELD |
| Nuveen, LLC | $380.3K | 48,023 | 0.00% | 6q | HELD |
| Invesco Ltd. | $371.6K | 46,918 | 0.00% | 20q | -41.3%-$261.1K |
| BARCLAYS PLC | $362.7K | 45,793 | 0.00% | 9q | +0.9%+$3.4K |
| AMERIPRISE FINANCIAL INC | $359.4K | 45,367 | 0.00% | 4q | +8.1%+$26.9K |
| ACADIAN ASSET MANAGEMENT LLC | $338.0K | 42,767 | 0.00% | 9q | -27.2%-$126.1K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $309.1K | 39,028 | 0.00% | 4q | -15.5%-$56.6K |
| D. E. Shaw & Co., Inc. | $294.2K | 37,150 | 0.00% | 2q | -38.3%-$182.8K |
| BANK OF AMERICA CORP /DE/ | $281.4K | 35,536 | 0.00% | 20q | -16.5%-$55.5K |
| &PARTNERS | $278.0K | 35,100 | 0.00% | 11q | HELD |
| RHUMBLINE ADVISERS | $275.7K | 34,816 | 0.00% | 13q | -1.7%-$4.7K |
| LPL Financial LLC | $274.5K | 34,663 | 0.00% | 7q | -19.6%-$67.1K |
| CITADEL ADVISORS LLC | $264.5K CALL | options only | 0.00% | 20q | OPTIONS |
| WELLS FARGO & COMPANY/MN | $250.6K | 31,647 | 0.00% | 20q | +85.9%+$115.8K |
| Campbell & CO Investment Adviser LLC | $246.0K | 31,059 | 0.01% | 2q | +6.7%+$15.3K |
| Russell Investments Group, Ltd. | $240.1K | 30,319 | 0.00% | 8q | +214.8%+$163.8K |
| RITHOLTZ WEALTH MANAGEMENT | $237.2K | 29,947 | 0.00% | 4q | +17.4%+$35.2K |
| DEUTSCHE BANK AG\ | $231.6K | 29,244 | 0.00% | 5q | -32.5%-$111.7K |
| NewEdge Advisors, LLC | $212.8K | 26,869 | 0.00% | 2q | +31.5%+$51.0K |
| IEQ CAPITAL, LLC | $201.7K | 25,466 | 0.00% | 4q | +61.3%+$76.6K |
| TWO SIGMA INVESTMENTS, LP | $198.9K | 25,109 | 0.00% | 14q | -61.0%-$311.4K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $176.2K | 22,253 | 0.00% | 5q | +132.8%+$100.5K |
| XTX Topco Ltd | $172.0K | 21,714 | 0.00% | 2q | -15.0%-$30.4K |
| FMR LLC | $165.8K | 20,931 | 0.00% | 16q | +2.3%+$3.7K |
| Vident Advisory, LLC | $162.0K | 20,457 | 0.00% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $154.8K | 21,170 | 0.00% | 5q | +4.4%+$6.6K |
| VICTORY CAPITAL MANAGEMENT INC | $151.4K | 19,112 | 0.00% | new | NEW |
| Graham Capital Management, L.P. | $142.1K | 17,940 | 0.00% | 2q | +6.4%+$8.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $133.2K | 16,818 | 0.00% | 3q | -32.7%-$64.6K |
| Moors & Cabot, Inc. | $131.5K | 16,601 | 0.01% | 4q | HELD |
| Engineers Gate Manager LP | $124.2K | 15,683 | 0.00% | 2q | -49.6%-$122.2K |
| MetLife Investment Management, LLC | $122.2K | 15,429 | 0.00% | 4q | -2.9%-$3.7K |
| Curi Capital, LLC | $115.2K | 14,533 | 0.00% | 8q | +2.7%+$3.0K |
| MML INVESTORS SERVICES, LLC | $114.3K | 14,434 | 0.00% | 3q | +2.7%+$3.0K |
| DENALI ADVISORS LLC | $111.0K | 14,009 | 0.01% | new | NEW |
| CITIGROUP INC | $109.6K | 13,836 | 0.00% | 11q | +931.8%+$99.0K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $109.3K | 13,799 | 0.00% | 8q | HELD |
| Vanguard Personalized Indexing Management, LLC | $108.6K | 13,706 | 0.00% | 3q | +22.6%+$20.0K |
| PharVision Advisers, LLC | $105.1K | 13,271 | 1.98% | 2q | -24.4%-$34.0K |
| Prospera Financial Services Inc | $103.5K | 13,066 | 0.00% | 4q | +3.1%+$3.1K |
| JPMORGAN CHASE & CO | $100.1K | 12,423 | 0.00% | 14q | -93.7%-$1.5M |
| Vanguard Global Advisers, LLC | $91.7K | 11,573 | 0.00% | 2q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $90.1K | 11,374 | 0.00% | 3q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $89.8K | 11,630 | 0.00% | new | NEW |
| Mariner, LLC | $84.8K | 10,707 | 0.00% | new | NEW |
| SEI INVESTMENTS CO | $82.5K | 10,416 | 0.00% | 5q | HELD |
| Police & Firemen's Retirement System of New Jersey | $65.2K | 8,232 | 0.00% | 7q | HELD |
| OSAIC HOLDINGS, INC. | $64.2K | 8,088 | 0.00% | 20q | +6.3%+$3.8K |
| STRS OHIO | $42.8K | 5,400 | 0.00% | 9q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $40.4K | 5,100 | 0.00% | 19q | HELD |
| Tower Research Capital LLC (TRC) | $27.6K | 3,479 | 0.00% | 20q | +73.2%+$11.6K |
| ROYAL BANK OF CANADA | $25.0K | 3,154 | 0.00% | new | NEW |
| Legal & General Group Plc | $24.0K | 3,028 | 0.00% | 9q | +25.7%+$4.9K |
| Arax Advisory Partners | $22.9K | 2,891 | 0.00% | new | NEW |
| Ameritas Investment Partners, Inc. | $22.3K | 2,820 | 0.00% | 9q | HELD |
| Rockefeller Capital Management L.P. | $14.8K | 1,872 | 0.00% | 4q | -40.9%-$10.2K |
| NEW YORK STATE COMMON RETIREMENT FUND | $13.5K | 1,700 | 0.00% | 9q | HELD |
| Inspire Investing, LLC | $11.9K | 1,500 | 0.00% | 2q | HELD |
| MEEDER ASSET MANAGEMENT INC | $8.3K | 1,043 | 0.00% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $6.4K | 810 | 0.00% | 3q | HELD |
| Geneos Wealth Management Inc. | $5.8K | 732 | 0.00% | 15q | +100.0%+$2.9K |
| Clearstead Advisors, LLC | $5.4K | 680 | 0.00% | 4q | +54.5%+$1.9K |
| Sterling Capital Management LLC | $4.8K | 604 | 0.00% | 8q | -36.2%-$2.7K |
| JONES FINANCIAL COMPANIES LLLP | $4.7K | 581 | 0.00% | new | NEW |
| Allworth Financial LP | $4.7K | 591 | 0.00% | 5q | +96.3%+$2.3K |
| GAMMA Investing LLC | $4.3K | 543 | 0.00% | 9q | +24.3% |
| EverSource Wealth Advisors, LLC | $4.3K | 537 | 0.00% | 9q | +4.7% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3.2K | 401 | 0.00% | 9q | -74.1%-$9.1K |
Showing the largest 100 of 116 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-10 | 2026-08-09 | Material agreement entered | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 14 | $118.2K | 20,713 | 4 | 6 | 2 | 0.0% |
| Q2 2026 | 116 | $97.7M | 12,289,093 | 14 | 59 | 23 | 0.3% |
| Q1 2026 | 117 | $85.8M | 11,669,615 | 22 | 45 | 28 | 0.4% |
| Q4 2025 | 109 | $102.2M | 11,966,225 | 22 | 39 | 24 | 0.1% |
| Q3 2025 | 92 | $80.2M | 11,052,637 | 15 | 29 | 26 | 0.1% |
| Q2 2025 | 90 | $73.9M | 9,692,845 | 17 | 24 | 28 | 0.9% |
| Q1 2025 | 84 | $75.7M | 10,204,413 | 10 | 28 | 25 | 1.5% |
| Q4 2024 | 88 | $68.5M | 10,101,353 | 9 | 26 | 27 | 1.8% |
| Q3 2024 | 93 | $81.6M | 10,736,925 | 25 | 29 | 19 | 1.1% |
| Q2 2024 | 80 | $67.9M | 10,186,976 | 25 | 29 | 14 | 0.6% |
| Q1 2024 | 77 | $53.5M | 8,691,152 | 16 | 29 | 11 | 0.7% |
| Q4 2023 | 79 | $49.6M | 7,120,554 | 24 | 30 | 13 | 8.8% |
| Q3 2023 | 58 | $32.0M | 4,666,055 | 13 | 14 | 15 | 18.9% |
| Q2 2023 | 48 | $37.7M | 5,675,013 | 5 | 9 | 17 | 7.8% |
| Q1 2023 | 48 | $37.4M | 5,991,288 | 6 | 13 | 16 | 7.9% |
| Q4 2022 | 46 | $37.6M | 6,362,609 | 3 | 7 | 18 | 10.2% |
| Q3 2022 | 48 | $36.7M | 7,745,871 | 10 | 11 | 16 | 13.2% |
| Q2 2022 | 42 | $56.2M | 7,019,343 | 2 | 11 | 16 | 15.7% |
| Q1 2022 | 51 | $84.1M | 7,853,124 | 9 | 12 | 25 | 13.2% |
| Q4 2021 | 61 | $681.2M | 63,061,605 | 19 | 19 | 13 | 5.1% |
| Q3 2021 | 49 | $74.1M | 5,226,910 | 47 | 0 | 2 | 20.0% |
| Q2 2021 | 60 | $74.5M | 15,746,480 | 9 | 20 | 17 | 9.7% |
| Q1 2021 | 71 | $72.5M | 15,221,040 | 18 | 18 | 19 | 15.4% |
| Q4 2020 | 69 | $51.7M | 12,536,844 | 14 | 18 | 20 | 28.4% |
| Q3 2020 | 64 | $67.5M | 20,164,477 | 9 | 6 | 31 | 17.6% |
| Q2 2020 | 80 | $59.5M | 12,308,263 | 28 | 19 | 25 | 34.0% |
| Q1 2020 | 97 | $119.0M | 43,028,370 | 12 | 38 | 27 | 0.9% |
| Q4 2019 | 110 | $457.0M | 29,607,677 | 19 | 45 | 31 | 0.0% |
| Q3 2019 | 99 | $466.5M | 30,767,479 | 6 | 37 | 31 | 0.0% |
| Q2 2019 | 112 | $1.1B | 67,920,193 | 13 | 46 | 30 | 0.0% |
| Q1 2019 | 116 | $1.2B | 68,247,029 | 17 | 45 | 28 | 0.2% |
| Q4 2018 | 119 | $450.8M | 28,237,172 | 3 | 3 | 2 | 0.1% |