MCLEAN, VA
FEDERAL HOME LOAN MORTGAGE CORPFREJP— Latest position per institution from SEC 13F filings
15
Institutional holders
3.78M
Total shares held
34.30M
Estimated value
188.88K
Avg. position size
CAPWEALTH ADVISORS, LLC
CIK 1531809
Shares
2.99M
Value
28.49M
Filed
Mar 31, 2026
PINNACLE HOLDINGS, LLC
CIK 1411784
Shares
179.58K
Value
1.69M
Filed
Mar 31, 2026
RATAN CAPITAL MANAGEMENT LP
CIK 1566887
Shares
150K
Value
720K
Filed
Jun 30, 2024
MOUNT LUCAS MANAGEMENT LP
CIK 1185072
Shares
99.02K
Value
1M
Filed
Dec 31, 2025
RNC CAPITAL MANAGEMENT LLC
CIK 51762
Shares
89.25K
Value
904.94K
Filed
Dec 31, 2025
O'BRIEN GREENE & CO. INC
CIK 1768635
Shares
68.63K
Value
92.65K
Filed
Mar 31, 2024
NBC SECURITIES, INC.
CIK 791540
Shares
54.53K
Value
785.25K
Filed
Dec 31, 2025
KINGSWOOD WEALTH ADVISORS, LLC
CIK 1987855
Shares
23.03K
Value
129.72K
Filed
Mar 31, 2025
OPUS CAPITAL GROUP, LLC
CIK 1330325
Shares
20K
Value
128.00
Filed
Mar 31, 2026
WESBANCO BANK INC
CIK 877134
Shares
20K
Value
192.20K
Filed
Mar 31, 2026
MILESTONE WEALTH, LLC
CIK 1904020
Shares
18.22K
Value
8.00
Filed
Sep 30, 2022
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC
CIK 1015877
Shares
12K
Value
76.80K
Filed
Mar 31, 2026
E. OHMAN J:OR ASSET MANAGEMENT AB
CIK 2009396
Shares
11.20K
Value
8.18K
Filed
Dec 31, 2008
FNY INVESTMENT ADVISERS, LLC
CIK 1742998
Shares
11.14K
Value
176.00
Filed
Mar 31, 2026
BARD FINANCIAL SERVICES, INC.
CIK 1850858
Shares
10.42K
Value
14.07K
Filed
Jun 30, 2024
SARANAC PARTNERS LTD
CIK 2098745
Shares
6.72K
Value
105.15K
Filed
Sep 30, 2025
ASCENTIS WEALTH MANAGEMENT, LLC
CIK 2032602
Shares
4.68K
Value
26.70K
Filed
Mar 31, 2025
CORNERSTONE PLANNING GROUP LLC
CIK 1822587
Shares
3.25K
Value
1.92K
Filed
Sep 30, 2023
AMERIFLEX GROUP, INC.
CIK 2057637
Shares
3.12K
Value
36.72K
Filed
Sep 30, 2025
ANCORA ADVISORS LLC
CIK 1446114
Shares
3K
Value
19.20K
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | CAPWEALTH ADVISORS, LLC | 1531809 | 2.99M | 28.49M | Mar 31, 2026 |
| 2 | PINNACLE HOLDINGS, LLC | 1411784 | 179.58K | 1.69M | Mar 31, 2026 |
| 3 | RATAN CAPITAL MANAGEMENT LP | 1566887 | 150K | 720K | Jun 30, 2024 |
| 4 | MOUNT LUCAS MANAGEMENT LP | 1185072 | 99.02K | 1M | Dec 31, 2025 |
| 5 | RNC CAPITAL MANAGEMENT LLC | 51762 | 89.25K | 904.94K | Dec 31, 2025 |
| 6 | O'BRIEN GREENE & CO. INC | 1768635 | 68.63K | 92.65K | Mar 31, 2024 |
| 7 | NBC SECURITIES, INC. | 791540 | 54.53K | 785.25K | Dec 31, 2025 |
| 8 | KINGSWOOD WEALTH ADVISORS, LLC | 1987855 | 23.03K | 129.72K | Mar 31, 2025 |
| 9 | OPUS CAPITAL GROUP, LLC | 1330325 | 20K | 128.00 | Mar 31, 2026 |
| 10 | WESBANCO BANK INC | 877134 | 20K | 192.20K | Mar 31, 2026 |
| 11 | MILESTONE WEALTH, LLC | 1904020 | 18.22K | 8.00 | Sep 30, 2022 |
| 12 | MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 1015877 | 12K | 76.80K | Mar 31, 2026 |
| 13 | E. OHMAN J:OR ASSET MANAGEMENT AB | 2009396 | 11.20K | 8.18K | Dec 31, 2008 |
| 14 | FNY INVESTMENT ADVISERS, LLC | 1742998 | 11.14K | 176.00 | Mar 31, 2026 |
| 15 | BARD FINANCIAL SERVICES, INC. | 1850858 | 10.42K | 14.07K | Jun 30, 2024 |
| 16 | SARANAC PARTNERS LTD | 2098745 | 6.72K | 105.15K | Sep 30, 2025 |
| 17 | ASCENTIS WEALTH MANAGEMENT, LLC | 2032602 | 4.68K | 26.70K | Mar 31, 2025 |
| 18 | CORNERSTONE PLANNING GROUP LLC | 1822587 | 3.25K | 1.92K | Sep 30, 2023 |
| 19 | AMERIFLEX GROUP, INC. | 2057637 | 3.12K | 36.72K | Sep 30, 2025 |
| 20 | ANCORA ADVISORS LLC | 1446114 | 3K | 19.20K | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.