Who Owns AGIC (NCV)? -- Institutional Holders (2026-06-30)

67 institutions reported holding $113.4M of AGIC (NCV) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($21.1M), Congress Park Capital LLC ($14.3M), Advisors Asset Management, Inc. ($11.6M), GUGGENHEIM CAPITAL LLC ($9.1M), Penserra Capital Management LLC ($6.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$21.1M1.2MTrimmed
2Congress Park Capital LLC$14.3M813,039Added
3Advisors Asset Management, Inc.$11.6M662,033Added
4GUGGENHEIM CAPITAL LLC$9.1M517,653Added
5Penserra Capital Management LLC$6.9M393,601Added
6LPL Financial LLC$6.8M387,995Added
7Saba Capital Management, L.P.$5.9M336,482Trimmed
8ENVESTNET ASSET MANAGEMENT INC$5.4M305,024Added
9AMERIPRISE FINANCIAL INC$4.6M261,266Trimmed
10BANK OF AMERICA CORP /DE/$4.6M259,164Trimmed
11Thomas J. Herzfeld Advisors, Inc.$3.3M185,909New
12Summit Financial, LLC$2.1M120,157Trimmed
13OSAIC HOLDINGS, INC.$1.9M106,675Added
14NewEdge Advisors, LLC$1.5M85,040Added
15PARK AVENUE SECURITIES LLC$1.4M82,281Trimmed
16CoreCap Advisors, LLC$1.3M72,675Added
17Invesco Ltd.$1.2M65,455Added
18Wealth Care LLC$1.1M62,340Trimmed
19Kestra Advisory Services, LLC$886,43850,394Added
20BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$732,85241,663Added
21Thrivent Financial for Lutherans$695,00039,548Hold
22CHOREO, LLC$589,63433,521New
23Royal Bank of Canada$589,00033,460Trimmed
24Lido Advisors, LLC$558,11331,729Hold
25Cetera Investment Advisers$542,43730,837Added

Source: SEC Form 13F filings · as of 2026-06-30