As of the latest SEC filings, FEDERAL AGRICULTURAL MORTGAGE CORP (AGM) is held by 263 institutional funds. The largest fund shareholder is THRIVENT SMALL CAP STOCK FUND (TSCSX), holding an estimated $45,267,426.60 in market value, representing 1.55% of its portfolio.
Funds holding FEDERAL AGRICULTURAL MORTGAGE CORP (AGM)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- AGM
- CIK:
- 0000845877
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
TSCSX
THRIVENT SMALL CAP STOCK FUND
|
MF | Independent / Boutique | 1.55% | $45,267,426.60 | 260,457 | Apr 30, 2026 | Jun 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $42,068,202.90 | 283,574 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.17% | $41,003,424.50 | 260,075 | Feb 28, 2026 | Apr 29, 2026 |
|
SMCWX
SMALLCAP World Fund Inc
|
MF | Independent / Boutique | 0.05% | $40,910,182.80 | 275,768 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.05% | $34,282,201.50 | 231,090 | Mar 31, 2026 | May 28, 2026 |
|
PMDAX
Small-MidCap Dividend Income Fund
|
MF | Independent / Boutique | 1.41% | $24,427,209.76 | 154,936 | Feb 28, 2026 | Apr 24, 2026 |
|
PFFA
Virtus InfraCap U.S. Preferred Stock ETF
|
ETF | Independent / Boutique | 0.82% | $19,224,146.52 | 797,021 | Apr 30, 2026 | Jun 22, 2026 |
|
PEY
Invesco High Yield Equity Dividend AchieversTM ETF
|
ETF | Invesco | 1.62% | $17,272,070.20 | 99,379 | Apr 30, 2026 | Jun 26, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.05% | $16,038,611.60 | 92,282 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $15,430,328.55 | 104,013 | Mar 31, 2026 | May 28, 2026 |
|
MXXVX
Matthew 25 Fund
|
MF | Independent / Boutique | 4.03% | $12,167,750.00 | 102,250 | Mar 31, 2026 | Jun 1, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.07% | $11,728,545.40 | 67,483 | Apr 30, 2026 | Jun 24, 2026 |
|
TSME
Thrivent Small-Mid Cap Equity ETF
|
ETF | Independent / Boutique | 1.23% | $10,561,778.25 | 71,195 | Mar 31, 2026 | May 28, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.08% | $10,254,397.05 | 69,123 | Mar 31, 2026 | May 28, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.07% | $9,882,789.40 | 56,863 | Apr 30, 2026 | Jun 29, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.02% | $8,793,959.48 | 55,778 | Feb 28, 2026 | Apr 24, 2026 |
|
BPSIX
Boston Partners Small Cap Value Fund II
|
MF | Independent / Boutique | 1.04% | $8,106,877.20 | 51,420 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.04% | $7,504,458.34 | 47,599 | Feb 28, 2026 | Apr 24, 2026 |
|
BBGSX
Bridge Builder Small/Mid Cap Growth Fund
|
MF | Independent / Boutique | 0.08% | $7,458,444.60 | 50,276 | Mar 31, 2026 | May 22, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.05% | $7,292,563.30 | 46,255 | Feb 28, 2026 | Apr 28, 2026 |
|
PTA
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
|
CEF | Cohen & Steers | 0.63% | $7,185,347.90 | 407,795 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.04% | $7,181,242.20 | 41,319 | Apr 30, 2026 | Jun 24, 2026 |
|
ORR
Militia Long/Short Equity ETF
|
ETF | Independent / Boutique | 1.48% | $7,039,834.32 | 44,652 | Feb 27, 2026 | Apr 29, 2026 |
|
PFF
iShares Preferred and Income Securities ETF
|
ETF | BlackRock / iShares | 0.05% | $6,940,320.84 | 284,556 | Mar 31, 2026 | May 26, 2026 |
|
PFF
iShares Preferred and Income Securities ETF
|
ETF | BlackRock / iShares | 0.05% | $6,800,856.66 | 358,317 | Mar 31, 2026 | May 26, 2026 |
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