Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

ALLSTATE CORP · COM · quarter ended 2026-03-31 · 12 members disclosed ALL ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,333 holders are listed, largest first: 1,333
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $38.8B
holders whose share count rose or who opened the position (new + add), by shares: 634
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 157

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of ALL ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$4.5B	21,889,106	−580,247	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$3.5B	16,879,864	—	NO PRIOR
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.8B	13,649,711	—	NO PRIOR
4	STATE STREET CORP	$2.6B	12,259,933	−37,618	TRIM
5	FRANKLIN RESOURCES INC	$1.7B	8,022,317	+3,014,768	ADD
6	BANK OF AMERICA CORP /DE/	$1.6B	7,913,320	+596,321	ADD
7	GEODE CAPITAL MANAGEMENT, LLC	$1.5B	7,258,398	+316,357	ADD
8	GQG Partners LLC	$1.2B	5,761,603	+273,043	ADD
9	MORGAN STANLEY	$775M	3,737,330	−209,302	TRIM
10	Invesco Ltd.	$698M	3,366,972	+291,693	ADD
11	NORTHERN TRUST CORP	$651M	3,138,461	+10,165	ADD
12	RAYMOND JAMES FINANCIAL INC	$612M	2,952,335	+207,986	ADD
13	DEUTSCHE BANK AG\	$606M	2,923,773	−14,485	TRIM
14	DIMENSIONAL FUND ADVISORS LP	$582M	2,804,615	+154,259	ADD
15	Boston Partners	$506M	2,439,713	−12,031	TRIM
16	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$466M	2,246,456	−88,650	TRIM
17	FIRST TRUST ADVISORS LP	$463M	2,232,938	+522,785	ADD
18	AMERIPRISE FINANCIAL INC	$432M	2,082,400	+11,412	ADD
19	Legal & General Group Plc	$417M	2,010,500	+16,196	ADD
20	Bank of New York Mellon Corp	$383M	1,847,128	−11,147	TRIM
21	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$382M	1,841,856	+32,933	ADD
22	AMERICAN CENTURY COMPANIES INC	$312M	1,504,460	+233,491	ADD
23	Nuveen, LLC	$310M	1,494,296	−180,614	TRIM
24	VANGUARD FIDUCIARY TRUST CO	$303M	1,462,900	—	NO PRIOR
25	AQR CAPITAL MANAGEMENT LLC	$296M	1,431,195	−42,974	TRIM
26	UBS Group AG	$293M	1,412,581	+553,079	ADD
27	FMR LLC	$291M	1,402,109	+141,716	ADD
28	Allen Investment Management, LLC	$285M	670,616	+667,197	ADD
29	AustralianSuper Pty Ltd	$275M	1,326,721	+105,737	ADD
30	BARCLAYS PLC	$246M	1,185,616	+381,582	ADD
31	Robeco Institutional Asset Management B.V.	$246M	1,185,567	+316,428	ADD
32	Swedbank AB	$228M	1,100,891	−208,356	TRIM
33	Allianz Asset Management GmbH	$226M	1,091,491	+821,832	ADD
34	Amundi	$219M	1,056,458	−156,155	TRIM
35	HSBC HOLDINGS PLC	$217M	1,046,648	−1,237,238	TRIM
36	LAZARD ASSET MANAGEMENT LLC	$182M	879,507	+208,128	ADD
37	Swiss National Bank	$159M	767,900	+46,200	ADD
38	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$158M	764,096	+182,977	ADD
39	BNP Paribas Asset Management Holding S.A.	$151M	726,940	+3,358	ADD
40	PANAGORA ASSET MANAGEMENT INC	$149M	719,828	−128,394	TRIM
41	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$136M	657,356	−72,194	TRIM
42	PRUDENTIAL FINANCIAL INC	$134M	645,062	−124,629	TRIM
43	Sumitomo Mitsui Trust Group, Inc.	$127M	610,177	−32,478	TRIM
44	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$123M	595,546	+174,937	ADD
45	Mitsubishi UFJ Asset Management Co., Ltd.	$122M	587,879	+35,759	ADD
46	Vanguard Global Advisers, LLC	$121M	585,227	—	NO PRIOR
47	ROYAL BANK OF CANADA	$120M	580,531	−105,884	TRIM
48	CITIGROUP INC	$110M	530,828	+337,176	ADD
49	National Pension Service	$109M	527,511	+527,511	NEW
50	VANGUARD ASSET MANAGEMENT, Ltd	$109M	523,606	—	NO PRIOR
51	VICTORY CAPITAL MANAGEMENT INC	$103M	495,395	+22,695	ADD
52	FEDERATED HERMES, INC.	$102M	493,993	+21,887	ADD
53	BANK OF MONTREAL /CAN/	$95.6M	461,056	+46,821	ADD
54	TWO SIGMA INVESTMENTS, LP	$94.9M	457,865	−47,035	TRIM
55	WORLDQUANT MILLENNIUM ADVISORS LLC	$92.1M	443,958	−95,803	TRIM
56	NORDEA INVESTMENT MANAGEMENT AB	$89.5M	436,222	+110,729	ADD
57	WELLS FARGO & COMPANY/MN	$86.1M	415,454	+15,811	ADD
58	Verition Fund Management LLC	$78.1M	376,564	+30,180	ADD
59	LPL Financial LLC	$76.3M	368,025	+74,442	ADD
60	ALLIANCEBERNSTEIN L.P.	$72.1M	346,406	+29,306	ADD
61	PFA Pension, Forsikringsaktieselskab	$71.5M	345,058	+345,058	NEW
62	Pictet Asset Management Holding SA	$68.8M	332,049	−55,226	TRIM
63	Mitsubishi UFJ Trust & Banking Corp	$66.8M	322,071	+89,043	ADD
64	RENAISSANCE TECHNOLOGIES LLC	$65.9M	317,700	+63,700	ADD
65	PRINCIPAL FINANCIAL GROUP INC	$65.8M	317,464	+3,783	ADD
66	ENVESTNET ASSET MANAGEMENT INC	$64.2M	309,633	+98,702	ADD
67	CANADA PENSION PLAN INVESTMENT BOARD	$63.8M	307,668	−303,413	TRIM
68	Quantinno Capital Management LP	$61.0M	294,149	+44,146	ADD
69	SEI INVESTMENTS CO	$60.8M	293,430	+12,335	ADD
70	MACKENZIE FINANCIAL CORP	$59.7M	287,859	−45,762	TRIM
71	SEB Asset Management AB	$58.9M	283,856	—	NO PRIOR
72	CITADEL ADVISORS LLC	$58.0M	279,522	+212,234	ADD
73	TD ASSET MANAGEMENT INC	$57.7M	278,183	−55,452	TRIM
74	Point72 Asset Management, L.P.	$57.7M	278,055	+278,055	NEW
75	Vest Financial, LLC	$55.2M	266,127	+89,141	ADD
76	HOMESTEAD ADVISERS CORP	$54.7M	263,630	−39,200	TRIM
77	Aberdeen Group plc	$54.0M	260,355	+2,829	ADD
78	BLAIR WILLIAM & CO/IL	$53.7M	258,779	−54,262	TRIM
79	Corient Private Wealth LLC	$53.2M	256,854	−244,792	TRIM
80	STOREBRAND ASSET MANAGEMENT AS	$51.3M	247,596	—	NO PRIOR
81	PARNASSUS INVESTMENTS, LLC	$49.8M	240,114	+38,654	ADD
82	Rockefeller Capital Management L.P.	$49.2M	236,131	−70,466	TRIM
83	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$47.6M	229,747	−4,471	TRIM
84	AVIVA PLC	$47.6M	229,435	+5,451	ADD
85	KORNITZER CAPITAL MANAGEMENT INC /KS	$46.2M	222,670	+134	ADD
86	Grantham, Mayo, Van Otterloo & Co. LLC	$43.8M	211,404	+124,602	ADD
87	MEYER HANDELMAN CO	$43.8M	211,009	+4,222	ADD
88	Bridgewater Associates, LP	$42.9M	206,980	−71,836	TRIM
89	OSAIC HOLDINGS, INC.	$42.7M	205,702	+9,495	ADD
90	EP Wealth Advisors, LLC	$42.2M	203,744	−107,620	TRIM
91	AMF Tjanstepension AB	$42.1M	203,131	+6,295	ADD
92	MERCER GLOBAL ADVISORS INC /ADV	$41.6M	200,690	−10,760	TRIM
93	Universal- Beteiligungs- und Servicegesellschaft mbH	$41.3M	199,510	+10,622	ADD
94	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$40.8M	196,819	−5,090	TRIM
95	Candriam S.C.A.	$40.6M	195,952	+61,172	ADD
96	DEPRINCE RACE & ZOLLO INC	$40.6M	195,671	−250	TRIM
97	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$40.4M	204,472	−40,813	TRIM
98	Man Group plc	$39.9M	192,245	−33,872	TRIM
99	REGIONS FINANCIAL CORP	$39.8M	192,187	−8,574	TRIM
100	INTECH INVESTMENT MANAGEMENT LLC	$39.8M	192,084	+9,960	ADD
101	WILSEY ASSET MANAGEMENT INC	$38.7M	186,563	+7,892	ADD
102	BECKER CAPITAL MANAGEMENT INC	$38.4M	184,391	−3,873	TRIM
103	Allspring Global Investments Holdings, LLC	$37.8M	185,400	+14,227	ADD
104	STIFEL FINANCIAL CORP	$36.6M	176,522	+8,046	ADD
105	Illinois Municipal Retirement Fund	$35.4M	170,849	−1,084	TRIM
106	ADAGE CAPITAL PARTNERS GP, L.L.C.	$34.4M	165,919	−300	TRIM
107	Zurcher Kantonalbank (Zurich Cantonalbank)	$33.8M	163,242	+163,242	NEW
108	Assenagon Asset Management S.A.	$33.8M	163,074	+154,618	ADD
109	OSLO PENSJONSFORSIKRING AS	$32.5M	156,841	—	NO PRIOR
110	D. E. Shaw & Co., Inc.	$32.5M	156,581	+42,510	ADD
111	Empowered Funds, LLC	$32.4M	156,254	+156,254	NEW
112	MARKEL GROUP INC.	$32.0M	154,550	0	NO CHANGE
113	BANK OF NOVA SCOTIA	$32.0M	154,333	+46,371	ADD
114	CWM, LLC	$31.9M	153,921	−9,416	TRIM
115	STATE OF WISCONSIN INVESTMENT BOARD	$30.7M	147,901	+3,429	ADD
116	Glenview Trust Co	$29.6M	142,760	+634	ADD
117	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$29.4M	141,645	+8,227	ADD
118	Cetera Investment Advisers	$28.7M	138,323	+26,501	ADD
119	Steward Partners Investment Advisory, LLC	$27.3M	131,770	+26,339	ADD
120	KEYBANK NATIONAL ASSOCIATION/OH	$27.0M	130,240	−12,007	TRIM
121	Vanguard Investments Australia, Ltd.	$27.0M	130,226	—	NO PRIOR
122	Chevy Chase Trust Holdings, LLC	$26.8M	129,233	−4,597	TRIM
123	Engineers Gate Manager LP	$26.7M	128,977	+71,969	ADD
124	TRUIST FINANCIAL CORP	$26.6M	128,458	+13,332	ADD
125	Systematic Alpha Investments, LLC	$26.3M	126,941	0	NO CHANGE
126	GLENMEDE TRUST CO NA	$26.1M	125,729	+17,951	ADD
127	MARTINGALE ASSET MANAGEMENT L P	$25.8M	124,666	−2,323	TRIM
128	TOCQUEVILLE ASSET MANAGEMENT L.P.	$25.6M	123,491	−1,027	TRIM
129	Arbejdsmarkedets Tillaegspension	$25.3M	122,216	+6,529	ADD
130	GW HENSSLER & ASSOCIATES LTD	$25.2M	121,411	+1,963	ADD
131	Creative Planning	$24.5M	118,130	+22,043	ADD
132	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$24.3M	117,133	+47,850	ADD
133	APG Asset Management N.V.	$24.1M	133,748	−2,975	TRIM
134	Asset Management One Co., Ltd.	$23.9M	115,198	−3,394	TRIM
135	ROYAL LONDON ASSET MANAGEMENT LTD	$23.2M	111,666	+1,512	ADD
136	Korea Investment CORP	$23.1M	111,575	−151,144	TRIM
137	KING LUTHER CAPITAL MANAGEMENT CORP	$22.8M	109,796	−3,363	TRIM
138	VOYA INVESTMENT MANAGEMENT LLC	$22.4M	108,139	+4,849	ADD
139	CREDIT AGRICOLE S A	$22.3M	107,559	−84,596	TRIM
140	Dana Investment Advisors, Inc.	$22.2M	106,993	+12,081	ADD
141	ASSOCIATED BANC-CORP	$22.2M	106,882	−1,082	TRIM
142	HANCOCK WHITNEY CORP	$22.1M	101,841	−4,050	TRIM
143	GDS Wealth Management	$21.8M	105,023	+5,889	ADD
144	TORONTO DOMINION BANK	$21.6M	104,215	−11,159	TRIM
145	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$21.3M	102,589	+20,679	ADD
146	Midwest Trust Co	$21.2M	102,379	+6,809	ADD
147	Calamos Advisors LLC	$21.0M	101,113	+5,728	ADD
148	US BANCORP \DE\	$21.0M	101,104	−642	TRIM
149	TEACHER RETIREMENT SYSTEM OF TEXAS	$20.6M	99,453	−40,164	TRIM
150	NOMURA ASSET MANAGEMENT CO LTD	$19.2M	92,750	+1,059	ADD
151	NATIONAL BANK OF CANADA /FI/	$19.1M	92,341	−17,027	TRIM
152	Swiss Life Asset Management Ltd	$18.8M	90,757	−1,789	TRIM
153	HighTower Advisors, LLC	$18.8M	90,673	+2,010	ADD
154	COMMONWEALTH EQUITY SERVICES, LLC	$18.7M	90,087	−773	TRIM
155	Resona Asset Management Co.,Ltd.	$18.5M	89,415	−491	TRIM
156	Segment Wealth Management, LLC	$18.3M	88,120	+692	ADD
157	Interval Partners, LP	$18.3M	88,085	−40,158	TRIM
158	Daiwa Securities Group Inc.	$18.2M	87,990	+5,324	ADD
159	State of New Jersey Common Pension Fund D	$18.2M	87,869	−1,939	TRIM
160	M&G Plc	$18.1M	87,268	−18,005	TRIM
161	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$17.5M	84,330	−158,014	TRIM
162	TUDOR INVESTMENT CORP ET AL	$17.2M	82,759	+77,289	ADD
163	Tredje AP-fonden	$17.0M	82,216	−111,184	TRIM
164	GUGGENHEIM CAPITAL LLC	$17.0M	81,861	+11,810	ADD
165	FIFTH THIRD BANCORP	$15.8M	76,337	+62,188	ADD
166	Ensign Peak Advisors, Inc	$15.8M	76,014	+17,693	ADD
167	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$15.7M	75,892	+75,892	NEW
168	Mariner, LLC	$15.6M	75,378	−16,775	TRIM
169	PUBLIC SECTOR PENSION INVESTMENT BOARD	$15.3M	73,911	+7,303	ADD
170	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$15.0M	72,393	−1,143	TRIM
171	Arizona State Retirement System	$14.9M	71,724	−2,489	TRIM
172	XPONANCE LLC	$14.9M	71,662	+9,669	ADD
173	Czech National Bank	$14.7M	70,810	+1,808	ADD
174	Tidal Investments LLC	$14.6M	70,633	−14,242	TRIM
175	Vinva Investment Management Ltd	$14.5M	69,773	+29,826	ADD
176	NATIXIS	$14.4M	69,513	−166	TRIM
177	Gradient Investments LLC	$14.4M	69,380	+1,608	ADD
178	1832 Asset Management L.P.	$14.2M	68,280	+32,684	ADD
179	STATE OF MICHIGAN RETIREMENT SYSTEM	$14.1M	67,889	−600	TRIM
180	JONES FINANCIAL COMPANIES LLLP	$14.0M	67,546	+513	ADD
181	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$13.6M	65,717	+5,712	ADD
182	Focus Partners Wealth	$13.4M	64,708	−1,096	TRIM
183	CIBC Bancorp USA Inc.	$13.4M	64,649	—	NO PRIOR
184	CIBC Asset Management Inc	$13.4M	64,493	+1,482	ADD
185	FIRST CITIZENS BANK & TRUST CO	$13.2M	63,669	+584	ADD
186	Allworth Financial LP	$13.2M	63,597	+1,181	ADD
187	Rafferty Asset Management, LLC	$13.1M	63,210	−16,615	TRIM
188	M&T BANK CORP	$12.8M	61,750	−210	TRIM
189	Varma Mutual Pension Insurance Co	$12.7M	61,200	0	NO CHANGE
190	MetLife Investment Management, LLC	$12.6M	60,763	−2,002	TRIM
191	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$12.6M	60,565	−304	TRIM
192	ProShare Advisors LLC	$12.5M	60,442	−3,062	TRIM
193	Cerity Partners LLC	$12.2M	58,624	−5,766	TRIM
194	Mesirow Financial Investment Management, Inc.	$12.1M	58,515	+1,852	ADD
195	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$12.0M	57,845	+4,152	ADD
196	DnB Asset Management AS	$12.0M	57,738	+4,411	ADD
197	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$11.9M	57,255	−3,112	TRIM
198	Trexquant Investment LP	$11.8M	57,006	+29,767	ADD
199	MEEDER ASSET MANAGEMENT INC	$11.6M	55,890	+55,822	ADD
200	Voleon Capital Management LP	$11.5M	55,439	+19,923	ADD
201	Retirement Systems of Alabama	$11.4M	55,213	−457	TRIM
202	Ethic Inc.	$11.1M	53,589	+1,038	ADD
203	Pathstone Holdings, LLC	$11.1M	53,372	+368	ADD
204	ASR Vermogensbeheer N.V.	$11.0M	53,145	+1,030	ADD
205	Vanguard Personalized Indexing Management, LLC	$10.8M	52,025	+4,403	ADD
206	EDMOND DE ROTHSCHILD HOLDING S.A.	$10.8M	52,000	−11,278	TRIM
207	QRG CAPITAL MANAGEMENT, INC.	$10.8M	51,997	+1,136	ADD
208	Aware Super Pty Ltd as trustee of Aware Super	$10.8M	51,946	—	NO PRIOR
209	COMMERCE BANK	$10.8M	51,941	+9,205	ADD
210	Eurizon Capital SGR S.p.A.	$10.7M	51,519	−7,438	TRIM
211	Envestnet Portfolio Solutions, Inc.	$10.7M	51,510	−784	TRIM
212	Federation des caisses Desjardins du Quebec	$10.7M	51,410	+6,398	ADD
213	IFM Investors Pty Ltd	$10.6M	50,957	−7	TRIM
214	Lorne Steinberg Wealth Management Inc.	$10.5M	50,790	−26	TRIM
215	Mirae Asset Global Investments Co., Ltd.	$10.5M	50,405	+7,883	ADD
216	MACQUARIE GROUP LTD	$10.4M	50,244	−13,646	TRIM
217	Qsemble Capital Management, LP	$10.2M	49,058	+21,777	ADD
218	Nemes Rush Group LLC	$10.1M	48,729	+1,520	ADD
219	Buck Wealth Strategies, LLC	$9.9M	47,960	+1,215	ADD
220	Strategic Global Advisors, LLC	$9.9M	47,588	−1,294	TRIM
221	BENJAMIN EDWARDS INC	$9.9M	47,564	+4,669	ADD
222	WELLINGTON MANAGEMENT GROUP LLP	$9.7M	46,744	+25,982	ADD
223	B. Metzler seel. Sohn & Co. AG	$9.4M	45,563	+1,574	ADD
224	Sterling Capital Management LLC	$9.4M	45,418	+1,450	ADD
225	Fisher Funds Management LTD	$9.4M	45,167	−7,127	TRIM
226	Capital Wealth Planning, LLC	$8.9M	42,796	+1,362	ADD
227	Utah Retirement Systems	$8.8M	42,394	−1,213	TRIM
228	Dai-ichi Life Insurance Company, Ltd	$8.7M	42,173	−3,637	TRIM
229	CARRET ASSET MANAGEMENT, LLC	$8.7M	42,013	+25	ADD
230	Richard C. Young & CO., LTD.	$8.5M	40,885	−747	TRIM
231	Wealthfront Advisers LLC	$8.5M	40,815	+2,269	ADD
232	USS Investment Management Ltd	$8.5M	40,765	+974	ADD
233	OPPENHEIMER ASSET MANAGEMENT INC.	$8.4M	40,601	+40,601	NEW
234	World Investment Advisors	$8.4M	40,471	+525	ADD
235	Sumitomo Mitsui DS Asset Management Company, Ltd	$8.3M	40,206	+922	ADD
236	SCHRODER INVESTMENT MANAGEMENT GROUP	$8.1M	38,850	−16,229	TRIM
237	NewEdge Advisors, LLC	$8.0M	38,693	+38,693	NEW
238	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$8.0M	38,592	+649	ADD
239	Baird Financial Group, Inc.	$7.9M	38,109	+38,109	NEW
240	NEOS Investment Management LLC	$7.8M	37,429	+5,508	ADD
241	BEACON INVESTMENT ADVISORY SERVICES, INC.	$7.8M	37,391	−119	TRIM
242	HB Wealth Management, LLC	$7.7M	37,140	+21,778	ADD
243	Lido Advisors, LLC	$7.6M	36,534	+760	ADD
244	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$7.5M	36,067	−10,612	TRIM
245	OP Asset Management Ltd	$7.4M	35,914	—	NO PRIOR
246	Vontobel Holding Ltd.	$7.4M	35,475	+309	ADD
247	Elo Mutual Pension Insurance Co	$7.3M	35,436	−8,217	TRIM
248	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$7.3M	35,202	−473	TRIM
249	BURNEY CO/	$7.3M	35,003	−6,184	TRIM
250	Kestra Advisory Services, LLC	$7.0M	33,944	+4,870	ADD
251	NISSAY ASSET MANAGEMENT CORP /JAPAN	$7.0M	33,580	+233	ADD
252	Janus Henderson Group Ltd.	$6.9M	33,501	+248	ADD
253	Berger Financial Group, Inc	$6.9M	33,226	+974	ADD
254	BROWN ADVISORY INC	$6.9M	33,091	+1,107	ADD
255	DONALDSON CAPITAL MANAGEMENT, LLC	$6.9M	33,053	−3,213	TRIM
256	ZACKS INVESTMENT MANAGEMENT	$6.8M	32,970	+6,707	ADD
257	Leeward Investments, LLC - MA	$6.8M	32,562	−1,129	TRIM
258	Squarepoint Ops LLC	$6.7M	32,206	−89,787	TRIM
259	S-Bank Fund Management Ltd	$6.6M	32,000	0	NO CHANGE
260	YOUSIF CAPITAL MANAGEMENT, LLC	$6.6M	31,705	−1,603	TRIM
261	1ST SOURCE BANK	$6.5M	31,539	−188	TRIM
262	Andra AP-fonden	$6.5M	31,399	+6,598	ADD
263	MANNING & NAPIER ADVISORS LLC	$6.4M	31,049	−397	TRIM
264	Financiere des Professionnels - Fonds d'investissement inc.	$6.4M	30,792	+11,806	ADD
265	Benin Management CORP	$6.4M	30,746	−35	TRIM
266	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$6.2M	29,963	−497	TRIM
267	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$6.2M	29,795	−137	TRIM
268	BTC Capital Management, Inc.	$6.1M	29,495	+701	ADD
269	Summit Trail Advisors, LLC	$6.1M	29,232	+5,367	ADD
270	SCOTIA CAPITAL INC.	$5.9M	28,578	−6,155	TRIM
271	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$5.8M	27,856	−99	TRIM
272	ALPS ADVISORS INC	$5.7M	27,471	+568	ADD
273	Banque Cantonale Vaudoise	$5.6M	27,095	+11,175	ADD
274	Investment Management Corp of Ontario	$5.6M	26,885	−815	TRIM
275	CRAWFORD INVESTMENT COUNSEL INC	$5.5M	26,721	0	NO CHANGE
276	MML INVESTORS SERVICES, LLC	$5.5M	26,550	+3,490	ADD
277	Kingsview Wealth Management, LLC	$5.4M	26,154	+21,734	ADD
278	Quadrature Capital Ltd	$5.4M	25,833	−31,866	TRIM
279	PATTON ALBERTSON MILLER GROUP, LLC	$5.3M	25,645	+70	ADD
280	LAKE STREET PRIVATE WEALTH, LLC	$5.3M	25,617	+466	ADD
281	OMERS ADMINISTRATION Corp	$5.3M	25,367	+4,292	ADD
282	RWA WEALTH PARTNERS, LLC	$5.3M	25,359	−56,542	TRIM
283	KESTRA PRIVATE WEALTH SERVICES, LLC	$5.2M	25,292	+2,373	ADD
284	Meridian Wealth Advisors, LLC	$5.2M	25,288	−1,571	TRIM
285	Northwest Bancshares, Inc.	$5.2M	25,259	−2,355	TRIM
286	Principle Wealth Partners LLC	$5.2M	25,110	0	NO CHANGE
287	Venture Visionary Partners LLC	$5.2M	25,053	+4,904	ADD
288	Cohen Klingenstein LLC	$5.1M	24,811	0	NO CHANGE
289	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$5.0M	24,077	−37,432	TRIM
290	William B. Walkup & Associates, Inc.	$5.0M	23,948	−298	TRIM
291	Vident Advisory, LLC	$4.9M	23,842	+3,523	ADD
292	Generali Asset Management SPA SGR	$4.9M	23,629	−2,885	TRIM
293	Advisors Asset Management, Inc.	$4.9M	23,588	+4,165	ADD
294	UniSuper Management Pty Ltd	$4.9M	23,543	−311	TRIM
295	BAILARD, INC.	$4.8M	23,130	−572	TRIM
296	Fort Sheridan Advisors LLC	$4.7M	22,893	+465	ADD
297	TD Waterhouse Canada Inc.	$4.7M	22,969	+629	ADD
298	Savant Capital, LLC	$4.7M	22,507	+6,190	ADD
299	Avanza Fonder AB	$4.6M	22,336	0	NO CHANGE
300	NOVEM GROUP	$4.6M	22,100	+916	ADD
301	LMG Wealth Partners, LLC	$4.5M	21,786	+233	ADD
302	Mediolanum International Funds Ltd	$4.5M	21,634	+9,866	ADD
303	MUFG Securities EMEA plc	$4.5M	21,559	−3,961	TRIM
304	Merit Financial Group, LLC	$4.5M	21,537	+1,344	ADD
305	Private Advisor Group, LLC	$4.5M	21,498	+4,173	ADD
306	Pinnacle Financial Partners, Inc.	$4.4M	21,121	−159	TRIM
307	OpenArc Corporate Advisory, LLC	$4.3M	20,704	+8,520	ADD
308	Freestone Capital Holdings, LLC	$4.3M	20,681	+313	ADD
309	Jain Global LLC	$4.2M	20,304	+20,304	NEW
310	LEUTHOLD GROUP, LLC	$4.2M	20,116	+278	ADD
311	AE Wealth Management LLC	$4.2M	20,090	+11,144	ADD
312	NAVELLIER & ASSOCIATES INC	$4.1M	19,778	+2,222	ADD
313	Brevan Howard Capital Management LP	$4.1M	19,767	+9,589	ADD
314	Uncommon Cents Investing LLC	$4.0M	19,480	−100	TRIM
315	Osmosis Investment Management UK Ltd	$4.0M	19,367	−9,276	TRIM
316	ELEVATION POINT WEALTH PARTNERS, LLC	$4.0M	19,288	+10,936	ADD
317	FCA CORP /TX	$3.9M	19,050	+455	ADD
318	KMG FIDUCIARY PARTNERS, LLC	$3.9M	19,030	+194	ADD
319	Groupe la Francaise	$3.9M	18,926	+1,001	ADD
320	BDF-GESTION	$3.9M	18,834	0	NO CHANGE
321	AIA Group Ltd	$3.9M	18,639	+122	ADD
322	First National Bank of Mount Dora, Trust Investment Services	$3.8M	18,447	—	NO PRIOR
323	&PARTNERS	$3.8M	18,487	+1,358	ADD
324	Heritage Wealth Management, Inc.	$3.8M	18,399	−10	TRIM
325	Coastal Bridge Advisors, LLC	$3.8M	18,294	−18	TRIM
326	Waverly Advisors, LLC	$3.8M	18,238	−8,011	TRIM
327	Johnson Financial Group, Inc.	$3.8M	18,111	+5,862	ADD
328	JOHNSON INVESTMENT COUNSEL INC	$3.8M	18,177	−160	TRIM
329	Concurrent Investment Advisors, LLC	$3.8M	18,116	+1,103	ADD
330	Alexander Randolph Advisory, Inc.	$3.7M	17,891	+425	ADD
331	Sequoia Financial Advisors, LLC	$3.7M	17,770	+896	ADD
332	FOUNDATIONS INVESTMENT ADVISORS, LLC	$3.7M	17,755	−5,314	TRIM
333	D.A. DAVIDSON & CO.	$3.7M	17,693	+573	ADD
334	ABN AMRO Bank N.V.	$3.7M	17,510	+17,510	NEW
335	MGO ONE SEVEN LLC	$3.6M	17,447	+232	ADD
336	Quantbot Technologies LP	$3.6M	17,368	+17,368	NEW
337	ASSETMARK, INC	$3.6M	17,354	−42,801	TRIM
338	Gotham Asset Management, LLC	$3.4M	16,504	−1,141	TRIM
339	Vestmark Advisory Solutions, Inc.	$3.4M	16,157	+7,943	ADD
340	Norinchukin Bank, The	$3.3M	15,859	−103	TRIM
341	MIZUHO SECURITIES USA LLC	$3.3M	15,718	−3,336	TRIM
342	HOHIMER WEALTH MANAGEMENT, LLC	$3.2M	15,594	+15,594	NEW
343	UMB Bank, n.a.	$3.2M	15,425	−304	TRIM
344	Atlas Legacy Advisors, LLC	$3.2M	15,333	−5,338	TRIM
345	RITHOLTZ WEALTH MANAGEMENT	$3.2M	15,221	+1,096	ADD
346	First Washington CORP	$3.2M	15,219	−8	TRIM
347	FIDUCIARY TRUST CO	$3.1M	15,145	−297	TRIM
348	Tudor Financial Inc.	$3.1M	15,100	+1	ADD
349	Argyle Capital Management, LLC	$3.1M	15,070	−720	TRIM
350	HARTFORD INVESTMENT MANAGEMENT CO	$3.1M	14,909	−272	TRIM
351	Laird Norton Wetherby Trust Company, LLC	$3.1M	14,732	+30	ADD
352	HM PAYSON & CO	$3.1M	14,762	+5,923	ADD
353	PEDDOCK CAPITAL ADVISORS, LLC	$3.1M	14,745	−1,077	TRIM
354	Ballentine Partners, LLC	$3.0M	14,679	+83	ADD
355	Beacon Pointe Advisors, LLC	$3.0M	14,409	+3,529	ADD
356	PYA Waltman Capital, LLC	$3.0M	14,306	−2,406	TRIM
357	Sowell Financial Services LLC	$3.0M	14,284	−283	TRIM
358	Clearstead Advisors, LLC	$3.0M	14,255	−1,011	TRIM
359	J. Safra Sarasin Holding AG	$3.0M	14,243	−57,724	TRIM
360	FIRST MANHATTAN CO. LLC.	$2.9M	14,124	+6,850	ADD
361	New Age Alpha Advisors, LLC	$2.9M	14,042	−602	TRIM
362	CIBC WORLD MARKET INC.	$2.9M	13,945	−7,252	TRIM
363	Kenora Financial, LLC	$2.9M	13,829	+38	ADD
364	Providence Wealth Advisors, LLC	$2.9M	13,960	+81	ADD
365	JANE STREET GROUP, LLC	$2.8M	13,703	+2,523	ADD
366	Insight Inv LLC	$2.8M	13,665	+260	ADD
367	STEPHENS INC /AR/	$2.8M	13,408	−183	TRIM
368	KCM INVESTMENT ADVISORS LLC	$2.8M	13,372	+14	ADD
369	DAVENPORT & Co LLC	$2.8M	13,297	+108	ADD
370	ABN AMRO INVESTMENT SOLUTIONS	$2.8M	13,274	+1,310	ADD
371	Maryland State Retirement & Pension System	$2.7M	13,045	0	NO CHANGE
372	Comprehensive Financial Consultants Institutional, Inc.	$2.7M	13,032	+335	ADD
373	GRANDFIELD & DODD, LLC	$2.7M	13,023	+196	ADD
374	INTRUST BANK NA	$2.7M	12,994	+129	ADD
375	Kepler Cheuvreux (Suisse) SA	$2.6M	12,770	−147	TRIM
376	Caldwell Trust Co	$2.6M	12,754	−50	TRIM
377	Hudson Portfolio Management LLC	$2.6M	12,737	0	NO CHANGE
378	Cornerstone Wealth Group, LLC	$2.6M	11,878	−1,162	TRIM
379	Sawyer & Company, Inc	$2.6M	12,388	+7	ADD
380	Sustainable Insight Capital Management, LLC	$2.5M	12,184	−5,900	TRIM
381	EXCHANGE TRADED CONCEPTS, LLC	$2.5M	12,078	+3,490	ADD
382	NICOLET BANKSHARES INC	$2.5M	12,091	+12,091	NEW
383	DIVERSIFY WEALTH MANAGEMENT, LLC	$2.5M	11,702	+11,702	NEW
384	Crossmark Global Holdings, Inc.	$2.5M	11,931	—	NO PRIOR
385	ING GROEP NV	$2.4M	11,808	−271	TRIM
386	Gladstone Institutional Advisory LLC	$2.4M	11,743	+5,229	ADD
387	Independent Advisor Alliance	$2.4M	11,660	+2,377	ADD
388	Spire Wealth Management	$2.4M	11,576	+1,095	ADD
389	Moors & Cabot, Inc.	$2.4M	11,557	−5,987	TRIM
390	Forum Financial Management, LP	$2.4M	11,361	−4,956	TRIM
391	DANSKE BANK A/S	$2.4M	11,357	−9,936	TRIM
392	True North Advisors, LLC	$2.3M	11,290	−629	TRIM
393	Live Oak Investment Partners	$2.3M	11,213	+2,515	ADD
394	EFG International AG	$2.3M	11,170	−716	TRIM
395	HUNTINGTON NATIONAL BANK	$2.3M	11,162	+11,162	NEW
396	CANANDAIGUA NATIONAL CORP	$2.3M	11,158	—	NO PRIOR
397	Allred Capital Management, LLC	$2.3M	11,129	+96	ADD
398	MAI Capital Management	$2.3M	10,947	−30	TRIM
399	Orion Porfolio Solutions, LLC	$2.3M	10,887	−622	TRIM
400	Walleye Trading LLC	$2.3M	10,874	+786	ADD
401	Atria Investments, Inc	$2.2M	10,777	+6,331	ADD
402	AG2R LA MONDIALE GESTION D'ACTIFS	$2.2M	10,762	−27	TRIM
403	J.W. COLE ADVISORS, INC.	$2.2M	10,721	−140	TRIM
404	MidFirst Bank	$2.2M	10,684	+501	ADD
405	Curi Capital, LLC	$2.2M	10,602	+2,107	ADD
406	OSSIAM	$2.2M	10,632	+4,402	ADD
407	Pullen Investment Management, LLC	$2.2M	10,593	−117	TRIM
408	denkapparat Operations GmbH	$2.2M	10,556	+3,964	ADD
409	Vise Technologies, Inc.	$2.2M	10,484	0	NO CHANGE
410	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$2.2M	10,433	+10,433	NEW
411	VestGen Advisors, LLC	$2.2M	10,031	+1,225	ADD
412	DMKC Advisory Services, LLC	$2.1M	10,361	0	NO CHANGE
413	Dakota Wealth Management	$2.1M	10,287	−67	TRIM
414	BARTLETT & CO. WEALTH MANAGEMENT LLC	$2.1M	9,622	+267	ADD
415	CALIBER WEALTH MANAGEMENT, LLC / KS	$2.1M	10,189	+1,079	ADD
416	Morey & Quinn Wealth Partners, LLC	$2.1M	10,064	−31	TRIM
417	LITTLE HOUSE CAPITAL LLC	$2.1M	10,019	+10,019	NEW
418	Wakefield Asset Management LLLP	$2.1M	10,013	+64	ADD
419	COLDSTREAM CAPITAL MANAGEMENT INC	$2.1M	9,967	+2,158	ADD
420	IVC Wealth Advisors LLC	$2.0M	9,790	−490	TRIM
421	Neumann Capital Management, LLC	$2.0M	9,786	+130	ADD
422	CENTRAL TRUST Co	$2.0M	9,768	−327	TRIM
423	Virtus Investment Advisers, LLC	$2.0M	9,743	−252	TRIM
424	PICTON MAHONEY ASSET MANAGEMENT	$2.0M	9,728	+2,130	ADD
425	Saudi Central Bank	$2.0M	9,659	+9,659	NEW
426	OPPENHEIMER & CO INC	$2.0M	9,616	+9,616	NEW
427	Essex Financial Services, Inc.	$2.0M	9,573	+293	ADD
428	Gilliland Jeter Wealth Management LLC	$2.0M	9,531	−37	TRIM
429	NorthCrest Asset Manangement, LLC	$2.0M	9,530	−4,191	TRIM
430	GREENLEAF TRUST	$2.0M	9,509	+451	ADD
431	Concentric Capital Strategies, LP	$2.0M	9,488	+6,543	ADD
432	Sompo Asset Management Co., Ltd.	$2.0M	9,480	−100	TRIM
433	PARSONS CAPITAL MANAGEMENT INC/RI	$2.0M	9,410	+677	ADD
434	Metis Global Partners, LLC	$1.9M	9,261	+925	ADD
435	Empirical Finance, LLC	$1.9M	9,113	−16	TRIM
436	Alpha Omega Wealth Management LLC	$1.9M	9,107	−204	TRIM
437	COOKSON PEIRCE & CO INC	$1.9M	9,100	−63,396	TRIM
438	AMG National Trust Bank	$1.9M	9,082	+745	ADD
439	Equitable Holdings, Inc.	$1.9M	8,982	+2,786	ADD
440	Columbia Bank	$1.9M	8,995	−249	TRIM
441	Convergence Financial, LLC	$1.9M	8,981	−149	TRIM
442	E. Ohman J:or Asset Management AB	$1.8M	8,782	−550	TRIM
443	XTX Topco Ltd	$1.8M	8,770	−26,588	TRIM
444	LBP AM SA	$1.8M	8,761	−829	TRIM
445	Confluence Wealth Services, Inc.	$1.8M	8,712	+403	ADD
446	GATEWAY INVESTMENT ADVISERS LLC	$1.8M	8,682	−20,820	TRIM
447	MATTERS CAPITAL LLC	$1.8M	8,654	+1,900	ADD
448	Henson-Edgewater Management, LLC	$1.8M	8,650	−300	TRIM
449	Rezny Wealth Management, Inc.	$1.8M	8,590	+8,590	NEW
450	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.8M	8,560	0	NO CHANGE
451	Gryphon Financial Partners LLC	$1.8M	8,534	+529	ADD
452	Estate Counselors, LLC	$1.8M	8,477	+8,477	NEW
453	HUSSMAN STRATEGIC ADVISORS, INC.	$1.7M	8,400	+8,400	NEW
454	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.7M	8,320	−41	TRIM
455	Banco Santander, S.A.	$1.7M	8,240	+8,240	NEW
456	Chicago Wealth Management, Inc.	$1.7M	8,227	−2	TRIM
457	Taylor Frigon Capital Management LLC	$1.7M	8,189	−624	TRIM
458	Meeder Advisory Services, Inc.	$1.7M	8,187	−232	TRIM
459	Illumine Investment Management, LLC	$1.7M	8,154	+7	ADD
460	Leelyn Smith, LLC	$1.7M	8,152	−200	TRIM
461	Legacy Capital Group California, Inc.	$1.7M	8,074	+544	ADD
462	Choate Investment Advisors	$1.7M	7,980	−1,304	TRIM
463	Integrated Advisors Network LLC	$1.6M	7,946	+568	ADD
464	QUADRANT CAPITAL GROUP LLC	$1.6M	7,928	+665	ADD
465	Barden Capital Management, Inc.	$1.6M	7,890	+255	ADD
466	U.S. Capital Wealth Advisors, LLC	$1.6M	7,879	+413	ADD
467	BRAVE ASSET MANAGEMENT INC	$1.6M	7,865	0	NO CHANGE
468	Pflug Koory, LLC	$1.6M	7,827	0	NO CHANGE
469	LOWE BROCKENBROUGH & CO INC	$1.6M	7,777	0	NO CHANGE
470	BALYASNY ASSET MANAGEMENT L.P.	$1.6M	7,765	−3,456	TRIM
471	SAGESPRING WEALTH PARTNERS, LLC	$1.6M	7,691	−87	TRIM
472	North Dakota State Investment Board	$1.6M	7,644	−1,407	TRIM
473	Impact Partnership Wealth, LLC	$1.6M	7,618	+912	ADD
474	CHOREO, LLC	$1.6M	7,571	+204	ADD
475	180 WEALTH ADVISORS, LLC	$1.6M	7,553	−65	TRIM
476	NOMURA HOLDINGS INC	$1.6M	7,537	−1,697	TRIM
477	Northwest & Ethical Investments L.P.	$1.6M	7,537	+7,537	NEW
478	Brookstone Capital Management	$1.6M	7,513	+238	ADD
479	MISSION WEALTH MANAGEMENT, LP	$1.5M	7,474	−1,354	TRIM
480	EVERGREEN CAPITAL MANAGEMENT LLC	$1.5M	7,409	+2,851	ADD
481	OLD NATIONAL BANCORP /IN/	$1.5M	7,423	+3,133	ADD
482	Stratos Wealth Partners, LTD.	$1.5M	7,354	+451	ADD
483	Cresset Asset Management, LLC	$1.5M	7,316	−250	TRIM
484	Callan Family Office, LLC	$1.5M	7,338	−119	TRIM
485	CHICAGO TRUST Co NA	$1.5M	7,335	+5,295	ADD
486	TIEMANN INVESTMENT ADVISORS, LLC	$1.5M	7,295	+150	ADD
487	OneDigital Investment Advisors LLC	$1.5M	7,251	+1,815	ADD
488	S Harris Financial Group, LLC	$1.5M	7,163	+70	ADD
489	Invera Wealth Advisors, LLC	$1.5M	7,151	−82	TRIM
490	Accurate Wealth Management, LLC	$1.5M	6,985	−3,100	TRIM
491	Boltwood Capital Management	$1.5M	7,044	−5	TRIM
492	SECURIAN ASSET MANAGEMENT, INC	$1.5M	7,015	−100	TRIM
493	Brooklyn Investment Group	$1.4M	6,914	+3,275	ADD
494	Leisure Capital Management	$1.4M	6,861	−248	TRIM
495	Collaborative Fund Advisors, LLC	$1.4M	6,833	—	NO PRIOR
496	Activest Wealth Management	$1.4M	6,812	+6,720	ADD
497	GROUPAMA ASSET MANAGMENT	$1.4M	6,787	−4,540	TRIM
498	Biltmore Family Office, LLC	$1.4M	6,710	0	NO CHANGE
499	Chicago Partners Investment Group LLC	$1.4M	6,521	+587	ADD
500	STANCE CAPITAL LLC	$1.4M	6,726	+6,726	NEW

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · ALL

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 1 Michael A. Rulli R–OH-6 $1K–$15K

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Tudor Investment Corp $17.2M held
Trimming: 2 Bridgewater Associates, Gotham Asset Management $46.3M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · ALLSTATE CORP

Merged timeline of congressional filings and notable-manager moves on ALL
Date	Who	Change	Size
2026-09-02	Michael A. Rulli Congress	SELL	$1K–$15K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Tudor Investment Corp 13F	ADD	+77,289 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−71,836 sh
2026-05-15	Gotham Asset Management 13F	TRIM	−1,141 sh

5 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

12 members of Congress disclosed ALL — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).