MCLEAN, VA
FEDERAL HOME LOAN MORTGAGE CORPFREJP— Latest position per institution from SEC 13F filings
15
Institutional holders
3.29M
Total shares held
27.33M
Estimated value
164.74K
Avg. position size
CAPWEALTH ADVISORS, LLC
CIK 1531809
Shares
1.96M
Value
19.79M
Filed
Jun 30, 2026
PINNACLE HOLDINGS, LLC
CIK 1411784
Shares
558.13K
Value
3.34M
Filed
Jun 30, 2026
ASCENTIS WEALTH MANAGEMENT, LLC
CIK 2032602
Shares
196.14K
Value
196.14K
Filed
Jun 30, 2026
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
533.68K
Filed
Jun 30, 2026
RATAN CAPITAL MANAGEMENT LP
CIK 1566887
Shares
75.92K
Value
453.97K
Filed
Jun 30, 2026
CROSSINGBRIDGE ADVISORS, LLC
CIK 1770024
Shares
70K
Value
418.60K
Filed
Jun 30, 2026
O'BRIEN GREENE & CO. INC
CIK 1768635
Shares
68.63K
Value
92.65K
Filed
Mar 31, 2024
LANARK FINANCIAL, 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
120.00
Filed
Jun 30, 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
14K
Value
83.72K
Filed
Jun 30, 2026
E. OHMAN J:OR ASSET MANAGEMENT AB
CIK 2009396
Shares
11.20K
Value
8.18K
Filed
Dec 31, 2008
BARD FINANCIAL SERVICES, INC.
CIK 1850858
Shares
10.42K
Value
14.07K
Filed
Jun 30, 2024
WESBANCO BANK INC
CIK 877134
Shares
10K
Value
132.50K
Filed
Jun 30, 2026
SARANAC PARTNERS LTD
CIK 2098745
Shares
6.72K
Value
105.15K
Filed
Sep 30, 2025
FIRST NEBRASKA TRUST CO
CIK 2134841
Shares
3.80K
Value
201.78K
Filed
Mar 31, 2003
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
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | CAPWEALTH ADVISORS, LLC | 1531809 | 1.96M | 19.79M | Jun 30, 2026 |
| 2 | PINNACLE HOLDINGS, LLC | 1411784 | 558.13K | 3.34M | Jun 30, 2026 |
| 3 | ASCENTIS WEALTH MANAGEMENT, LLC | 2032602 | 196.14K | 196.14K | Jun 30, 2026 |
| 4 | MOUNT LUCAS MANAGEMENT LP | 1185072 | 99.02K | 1M | Dec 31, 2025 |
| 5 | RNC CAPITAL MANAGEMENT LLC | 51762 | 89.25K | 533.68K | Jun 30, 2026 |
| 6 | RATAN CAPITAL MANAGEMENT LP | 1566887 | 75.92K | 453.97K | Jun 30, 2026 |
| 7 | CROSSINGBRIDGE ADVISORS, LLC | 1770024 | 70K | 418.60K | Jun 30, 2026 |
| 8 | O'BRIEN GREENE & CO. INC | 1768635 | 68.63K | 92.65K | Mar 31, 2024 |
| 9 | LANARK FINANCIAL, INC. | 791540 | 54.53K | 785.25K | Dec 31, 2025 |
| 10 | KINGSWOOD WEALTH ADVISORS, LLC | 1987855 | 23.03K | 129.72K | Mar 31, 2025 |
| 11 | OPUS CAPITAL GROUP, LLC | 1330325 | 20K | 120.00 | Jun 30, 2026 |
| 12 | MILESTONE WEALTH, LLC | 1904020 | 18.22K | 8.00 | Sep 30, 2022 |
| 13 | MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 1015877 | 14K | 83.72K | Jun 30, 2026 |
| 14 | E. OHMAN J:OR ASSET MANAGEMENT AB | 2009396 | 11.20K | 8.18K | Dec 31, 2008 |
| 15 | BARD FINANCIAL SERVICES, INC. | 1850858 | 10.42K | 14.07K | Jun 30, 2024 |
| 16 | WESBANCO BANK INC | 877134 | 10K | 132.50K | Jun 30, 2026 |
| 17 | SARANAC PARTNERS LTD | 2098745 | 6.72K | 105.15K | Sep 30, 2025 |
| 18 | FIRST NEBRASKA TRUST CO | 2134841 | 3.80K | 201.78K | Mar 31, 2003 |
| 19 | CORNERSTONE PLANNING GROUP LLC | 1822587 | 3.25K | 1.92K | Sep 30, 2023 |
| 20 | AMERIFLEX GROUP, INC. | 2057637 | 3.12K | 36.72K | Sep 30, 2025 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.