Vault-13

AG MTG INVT TR INC MITT

COM NEW · REIT · CUSIP 001228501

116 institutional holders +0 vs Q1 2026
12,276,23412.3m shares reported held*
$97.4mreported value*
15 new 60 added 22 reduced 14 sold out net bought ≈ $5.0m (+627.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($112.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $7.93. Options: 3 managers hold calls ($316.8k notional), 1 hold puts ($2.4k).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 50Q4 22: 48Q1 23: 48Q2 23: 50Q3 23: 59Q4 23: 76Q1 24: 79Q2 24: 81Q3 24: 93Q4 24: 88Q1 25: 84Q2 25: 89Q3 25: 91Q4 25: 109Q1 26: 116Q2 26: 116116Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202250
Q4 202248
Q1 202348
Q2 202350
Q3 202359
Q4 202376
Q1 202479
Q2 202481
Q3 202493
Q4 202488
Q1 202584
Q2 202589
Q3 202591
Q4 2025109
Q1 2026116
Q2 2026116

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 52 bought or addedQ3 24: 31 cut or sold outQ4 24: 37 bought or addedQ4 24: 45 cut or sold outQ4 24Q1 25: 39 bought or addedQ1 25: 38 cut or sold outQ2 25: 40 bought or addedQ2 25: 40 cut or sold outQ2 25Q3 25: 45 bought or addedQ3 25: 38 cut or sold outQ4 25: 62 bought or addedQ4 25: 30 cut or sold outQ4 25Q1 26: 67 bought or addedQ1 26: 43 cut or sold outQ2 26: 75 bought or addedQ2 26: 36 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245231
Q4 20243745
Q1 20253938
Q2 20254040
Q3 20254538
Q4 20256230
Q1 20266743
Q2 20267536

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100k$200k$300k$400kQ3 25 calls: $189.6kQ3 25 puts: $8.0kQ3 25P/C 0.04Q4 25 calls: $158.5kQ4 25 puts: $4.3kQ4 25P/C 0.03Q1 26 calls: $380.1kQ1 26 puts: $79.7kQ1 26P/C 0.21Q2 26 calls: $316.8kQ2 26 puts: $2.4kQ2 26P/C 0.01
Numbers
QuarterCallsPutsP/C
Q3 2025$189.6k$8.0k0.04
Q4 2025$158.5k$4.3k0.03
Q1 2026$380.1k$79.7k0.21
Q2 2026$316.8k$2.4k0.01

Biggest buyers

GOLDMAN SACHS GROUP INC Added +332,574+332.6k
UBS Group AG Added +197,600+197.6k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Added +195,248+195.2k
BlackRock, Inc. Added +149,083+149.1k
Qube Research & Technologies Ltd Added +124,932+124.9k
PRUDENTIAL FINANCIAL INC Added +88,136+88.1k
Odyssean, LLC Added +69,639+69.6k
AQR CAPITAL MANAGEMENT LLC Added +69,053+69.1k
JACOBS LEVY EQUITY MANAGEMENT, INC Added +65,523+65.5k
Cambridge Investment Research Advisors, Inc. Added +59,146+59.1k

Biggest sellers

CITADEL ADVISORS LLC Sold out -246,482-246.5k
MARSHALL WACE, LLP Sold out -226,365-226.4k
JPMORGAN CHASE & CO Reduced -185,330-185.3k
MILLENNIUM MANAGEMENT LLC Reduced -119,852-119.9k
BAILARD, INC. Sold out -89,326-89.3k
RENAISSANCE TECHNOLOGIES LLC Reduced -76,050-76.0k
Northern Right Capital Management, L.P. Sold out -63,951-64.0k
TWO SIGMA INVESTMENTS, LP Reduced -39,320-39.3k
Invesco Ltd. Reduced -32,963-33.0k
LOS ANGELES CAPITAL MANAGEMENT LLC Sold out -30,427-30.4k

Biggest calls

CITADEL ADVISORS LLC Added $264.5k33.4k shares
SIMPLEX TRADING, LLC Added $43.6k5.5k shares
GROUP ONE TRADING LLC Reduced $8.7k1.1k shares

Biggest puts

SIMPLEX TRADING, LLC Reduced $2.4k300 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution filed 2025-02-05 8.3% 2.4m≈ $19.3m 2025-02-05

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27), TPG GP A, LLC (4.6%, 2026-02-20)

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 1 buyingQ3 25: 1 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20251$277.9k1$277.5k—
Q4 20250—0——
Q1 20260—0——
Q2 20260—0——
Q3 20260—0——

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,618,3262.6m $20.7m $20.7m 0.00% Added +149.1k +149,083
2 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 1,316,4001.3m $10.4m $10.4m 0.00% Added +56.8k +56,817
3 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 802,209802.2k $6.4m $6.4m 0.00% Added +12.2k +12,189
4 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 695,474695.5k $5.5m $5.5m 0.00% Added +332.6k +332,574
5 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 633,262633.3k $5.2m $5.2m 0.00% Added +18.8k +18,831
6 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 511,533511.5k $4.1m $4.1m 0.00% Added +88.1k +88,136
7 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 410,208410.2k $3.2m $3.2m 0.00% Added +124.9k +124,932
8 LSV ASSET MANAGEMENT 0.00% of their portfolio CHICAGO, IL 319,393319.4k $2.5m $2.5m 0.00% Added +18.6k +18,600
9 UBS Group AG 0.00% of their portfolio ZURICH, V8 289,257289.3k $2.3m $2.3m 0.00% Added +197.6k +197,600
10 TPG GP A, LLC 0.05% of their portfolio FORT WORTH, TX 288,290288.3k $2.3m $2.3m 0.05% Unchanged
11 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 280,315280.3k $2.2m $2.2m 0.00% Added +195.2k +195,248
12 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 256,262256.3k $2.0m $2.0m 0.00% Added +3.5k +3,519
13 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 229,946229.9k $1.8m $1.8m 0.00% Reduced -76.0k -76,050
14 JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio FLORHAM PARK, NJ 213,722213.7k $1.7m $1.7m 0.01% Added +65.5k +65,523
15 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 210,602210.6k $1.7m $1.7m 0.00% Added +11.0k +11,022
16 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 206,120206.1k $1.6m $1.6m 0.00% Added +5.0k +4,967
17 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 202,475202.5k $1.6m $1.6m 0.00% Added +37.4k +37,440
18 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 190,642190.6k $1.5m $1.5m 0.00% Added +69.1k +69,053
19 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 189,215189.2k $1.5m $1.5m 0.00% Reduced -119.9k -119,852
20 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 174,253174.3k $1.4m $1.4m 0.00% Added +6.2k +6,241
21 Penserra Capital Management LLC 0.01% of their portfolio ORINDA, CA 161,240161.2k $1.3m $1.3m 0.01% Added +11.9k +11,943
22 GSA CAPITAL PARTNERS LLP 0.07% of their portfolio LONDON, X0 147,423147.4k $1.2m $1.2m 0.07% Added +37.3k +37,273
23 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 116,628116.6k $924.0k $924.0k 0.00% Added +59.1k +59,146
24 Odyssean, LLC 0.13% of their portfolio DARIEN, CT 101,269101.3k $802.0k $802.0k 0.13% Added +69.6k +69,639
25 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 90,52990.5k $717.0k $717.0k 0.00% Added +1.1k +1,078
26 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 86,82686.8k $687.7k $687.7k 0.00% Added +10.5k +10,538
27 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 75,96576.0k $601.6k $601.6k 0.00% Added +6.3k +6,347
28 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 75,62175.6k $598.9k $598.9k 0.00% Added +31.9k +31,900
29 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 72,67972.7k $576.3k $576.3k 0.00% Added +23.3k +23,251
30 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 57,72257.7k $458.0k $458.0k 0.00% Added +4.0k +3,991
31 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 50,67550.7k $401.3k $401.3k 0.00% Added +44.6k +44,574
32 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 49,11749.1k $389.0k $389.0k 0.00% Added +13.6k +13,552
33 MARINER INVESTMENT GROUP LLC 0.09% of their portfolio NEW YORK, NY 48,09448.1k $380.9k $380.9k 0.09% Unchanged
34 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 48,02348.0k $380.3k $380.3k 0.00% Unchanged
35 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 46,91846.9k $371.6k $371.6k 0.00% Reduced -33.0k -32,963
36 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 45,79345.8k $362.7k $362.7k 0.00% Added +425 +425
37 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 45,36745.4k $359.4k $359.4k 0.00% Added +3.4k +3,400
38 ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio Boston, MA 42,76742.8k $338.0k $338.0k 0.00% Reduced -16.0k -15,959
39 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 39,02839.0k $309.1k $309.1k 0.00% Reduced -7.1k -7,149
40 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 37,15037.1k $294.2k $294.2k 0.00% Reduced -23.1k -23,076
41 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 35,53635.5k $281.4k $281.4k 0.00% Reduced -7.0k -7,005
42 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 35,10035.1k $278.0k $278.0k 0.00% Unchanged
43 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 34,81634.8k $275.7k $275.7k 0.00% Reduced -591 -591
44 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 34,66334.7k $274.5k $274.5k 0.00% Reduced -8.5k -8,474
45 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 31,64731.6k $250.6k $250.6k 0.00% Added +14.6k +14,622
46 Campbell & CO Investment Adviser LLC 0.01% of their portfolio BALTIMORE, MD 31,05931.1k $246.0k $246.0k 0.01% Added +1.9k +1,937
47 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 30,31930.3k $240.1k $240.1k 0.00% Added +20.7k +20,687
48 RITHOLTZ WEALTH MANAGEMENT 0.00% of their portfolio NEW YORK, NY 29,94729.9k $237.2k $237.2k 0.00% Added +4.4k +4,444
49 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 29,24429.2k $231.6k $231.6k 0.00% Reduced -14.1k -14,102
50 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 26,86926.9k $212.8k $212.8k 0.00% Added +6.4k +6,444
51 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 25,46625.5k $201.7k $201.7k 0.00% Added +9.7k +9,674
52 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 25,10925.1k $198.9k $198.9k 0.00% Reduced -39.3k -39,320
53 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 22,25322.3k $176.2k $176.2k 0.00% Added +12.7k +12,693
54 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 21,71421.7k $172.0k $172.0k 0.00% Reduced -3.8k -3,835
55 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 21,17021.2k $154.8k $154.8k 0.00% Added +900 +900
56 FMR LLC 0.00% of their portfolio BOSTON, MA 20,93120.9k $165.8k $165.8k 0.00% Added +465 +465
57 Vident Advisory, LLC 0.00% of their portfolio Alpharetta, GA 20,45720.5k $162.0k $162.0k 0.00% New
58 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 19,11219.1k $151.4k $151.4k 0.00% New
59 Graham Capital Management, L.P. 0.00% of their portfolio ROWAYTON, CT 17,94017.9k $142.1k $142.1k 0.00% Added +1.1k +1,086
60 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 16,81816.8k $133.2k $133.2k 0.00% Reduced -8.2k -8,162
61 Moors & Cabot, Inc. 0.01% of their portfolio BOSTON, MA 16,60116.6k $131.5k $131.5k 0.01% Unchanged
62 Engineers Gate Manager LP 0.00% of their portfolio NEW YORK, NY 15,68315.7k $124.2k $124.2k 0.00% Reduced -15.4k -15,430
63 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 15,42915.4k $122.2k $122.2k 0.00% Reduced -467 -467
64 Curi Capital, LLC 0.00% of their portfolio CHICAGO, IL 14,53314.5k $115.2k $115.2k 0.00% Added +384 +384
65 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 14,43414.4k $114.3k $114.3k 0.00% Added +382 +382
66 DENALI ADVISORS LLC 0.01% of their portfolio SAN DIEGO, CA 14,00914.0k $111.0k $111.0k 0.01% New
67 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 13,83613.8k $109.6k $109.6k 0.00% Added +12.5k +12,495
68 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 13,79913.8k $109.3k $109.3k 0.00% Added +45 +45
69 Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio OAKLAND, CA 13,70613.7k $108.6k $108.6k 0.00% Added +2.5k +2,523
70 PharVision Advisers, LLC 1.98% of their portfolio BOCA RATON, FL 13,27113.3k $105.1k $105.1k 1.98% Reduced -4.3k -4,294
71 Prospera Financial Services Inc 0.00% of their portfolio Dallas, TX 13,06613.1k $103.5k $103.5k 0.00% Added +392 +392
72 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 12,42312.4k $100.1k $100.1k 0.00% Reduced -185.3k -185,330
73 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 11,63011.6k $89.8k $89.8k 0.00% New
74 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 11,57311.6k $91.7k $91.7k 0.00% Unchanged
75 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 11,37411.4k $90.1k $90.1k 0.00% Unchanged
76 Mariner, LLC 0.00% of their portfolio Overland Park, KS 10,70710.7k $84.8k $84.8k 0.00% New
77 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 10,41610.4k $82.5k $82.5k 0.00% Unchanged
78 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 8,2328.2k $65.2k $65.2k 0.00% Unchanged
79 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 8,0888.1k $64.2k $64.2k 0.00% Added +481 +481
80 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 5,4005.4k $42.8k $42.8k 0.00% Unchanged
81 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 5,1005.1k $40.4k $40.4k 0.00% Unchanged
82 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 3,4793.5k $27.6k $27.6k 0.00% Added +1.5k +1,470
83 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 3,1543.2k $25.0k $25.0k 0.00% New
84 Legal & General Group Plc 0.00% of their portfolio London, X0 3,0283.0k $24.0k $24.0k 0.00% Added +620 +620
85 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 2,8912.9k $22.9k $22.9k 0.00% New
86 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 2,8202.8k $22.3k $22.3k 0.00% Unchanged
87 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 1,8721.9k $14.8k $14.8k 0.00% Reduced -1.3k -1,293
88 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 1,7001.7k $13.5k $13.5k 0.00% Unchanged
89 Inspire Investing, LLC 0.00% of their portfolio MERIDIAN, ID 1,5001.5k $11.9k $11.9k 0.00% Unchanged
90 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 1,3371.3k $10.6k $10.6k 0.00% New
91 MEEDER ASSET MANAGEMENT INC 0.00% of their portfolio DUBLIN, OH 1,0431.0k $8.3k $8.3k 0.00% New
92 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 810810 $6.4k $6.4k 0.00% Unchanged
93 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 732732 $5.8k $5.8k 0.00% Added +366 +366
94 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 680680 $5.4k $5.4k 0.00% Added +240 +240
95 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 604604 $4.8k $4.8k 0.00% Reduced -343 -343
96 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 591591 $4.7k $4.7k 0.00% Added +290 +290
97 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 581581 $4.7k $4.7k 0.00% New
98 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 543543 $4.3k $4.3k 0.00% Added +106 +106
99 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 537537 $4.3k $4.3k 0.00% Added +24 +24
100 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 401401 $3.2k $3.2k 0.00% Reduced -1.1k -1,147