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 ↗

ANTERO MIDSTREAM CORP · COM · quarter ended 2026-03-31 · 8 members disclosed AM ↗

13F filers reporting this class for the quarter ended 2026-03-31: 420
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $5.5B
holders whose share count rose or who opened the position (new + add), by shares: 224
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 54

Holders — quarter ended 2026-03-31

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

13F holders of AM ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$846M	37,117,209	−2,073,375	TRIM
2	Invesco Ltd.	$491M	21,556,903	−1,887,123	TRIM
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$417M	18,299,973	—	NO PRIOR
4	VANGUARD CAPITAL MANAGEMENT LLC	$338M	14,809,259	—	NO PRIOR
5	STATE STREET CORP	$264M	11,593,199	+255,901	ADD
6	GEODE CAPITAL MANAGEMENT, LLC	$226M	9,897,004	−575,487	TRIM
7	Bank of New York Mellon Corp	$208M	9,129,288	+920,948	ADD
8	DIMENSIONAL FUND ADVISORS LP	$206M	9,016,816	−223,380	TRIM
9	MORGAN STANLEY	$143M	6,255,526	+221,412	ADD
10	KAYNE ANDERSON CAPITAL ADVISORS LP	$96.9M	4,248,708	−286,286	TRIM
11	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$89.8M	3,938,825	+96,846	ADD
12	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$89.0M	3,902,699	−144,269	TRIM
13	Clearbridge Investments, LLC	$85.3M	3,742,243	+106,600	ADD
14	NORTHERN TRUST CORP	$85.1M	3,731,568	−7,143	TRIM
15	ALLIANCEBERNSTEIN L.P.	$68.0M	3,823,947	+3,331,462	ADD
16	Blackstone Inc.	$64.1M	2,811,631	+14,255	ADD
17	Qube Research & Technologies Ltd	$59.9M	2,625,411	+67,404	ADD
18	PRUDENTIAL FINANCIAL INC	$59.5M	2,608,500	+2,588,087	ADD
19	Clark Capital Management Group, Inc.	$58.2M	2,553,072	+1,879,922	ADD
20	WESTWOOD HOLDINGS GROUP INC	$53.0M	2,324,548	−319,229	TRIM
21	Orbis Allan Gray Ltd	$51.6M	2,262,431	+852,427	ADD
22	Gotham Asset Management, LLC	$49.4M	2,166,904	+35,580	ADD
23	VANGUARD FIDUCIARY TRUST CO	$46.9M	2,057,950	—	NO PRIOR
24	BROOKFIELD Corp /ON/	$44.1M	1,935,500	−240,493	TRIM
25	Brave Warrior Advisors, LLC	$41.9M	1,839,879	−8,093	TRIM
26	AMERICAN CENTURY COMPANIES INC	$41.6M	1,822,713	−454,749	TRIM
27	EAGLE GLOBAL ADVISORS LLC	$40.9M	1,791,773	+1,338,260	ADD
28	FMR LLC	$36.8M	1,612,505	+1,335,089	ADD
29	Fiera Capital Corp	$35.9M	1,574,150	+1,574,150	NEW
30	RR Advisors, LLC	$34.5M	1,513,610	−161,701	TRIM
31	BARCLAYS PLC	$32.5M	1,426,576	+59,436	ADD
32	FRANKLIN RESOURCES INC	$32.5M	1,424,842	+890,538	ADD
33	UBS Group AG	$31.0M	1,360,890	−1,755,262	TRIM
34	Connor, Clark & Lunn Investment Management Ltd.	$28.6M	1,255,328	+1,134,166	ADD
35	ENVESTNET ASSET MANAGEMENT INC	$28.5M	1,248,618	+386,599	ADD
36	BANK OF AMERICA CORP /DE/	$27.5M	1,207,784	+495,481	ADD
37	ALPS ADVISORS INC	$24.7M	1,083,901	−52,055	TRIM
38	JENNISON ASSOCIATES LLC	$24.4M	1,070,122	+43,982	ADD
39	FIRST TRUST ADVISORS LP	$23.2M	1,015,553	+28,774	ADD
40	Covalis Capital LLP	$22.5M	985,162	+985,162	NEW
41	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$22.4M	982,242	−452,208	TRIM
42	RHUMBLINE ADVISERS	$21.2M	930,601	−2,227	TRIM
43	NEW YORK STATE COMMON RETIREMENT FUND	$20.1M	880,776	+358,113	ADD
44	Cetera Investment Advisers	$19.8M	867,200	+77,936	ADD
45	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$19.7M	863,526	+33,377	ADD
46	EXCHANGE TRADED CONCEPTS, LLC	$19.6M	858,047	+57,087	ADD
47	ROYAL BANK OF CANADA	$19.4M	852,859	+66,012	ADD
48	NEOS Investment Management LLC	$18.0M	788,835	+724,371	ADD
49	PRINCIPAL FINANCIAL GROUP INC	$17.8M	779,848	+14,336	ADD
50	Columbus Macro, LLC	$17.5M	769,721	+31,808	ADD
51	HITE Hedge Asset Management LLC	$17.4M	764,952	+764,952	NEW
52	Swiss National Bank	$16.1M	707,600	0	NO CHANGE
53	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$15.9M	698,788	+41,621	ADD
54	AMERIPRISE FINANCIAL INC	$13.8M	603,373	+19,636	ADD
55	SHAH CAPITAL MANAGEMENT	$13.4M	586,000	0	NO CHANGE
56	LPL Financial LLC	$12.9M	565,926	+96,390	ADD
57	Amundi	$12.5M	550,311	−251,909	TRIM
58	Freestone Grove Partners LP	$12.0M	527,766	+154,955	ADD
59	Nuveen, LLC	$11.5M	505,000	−504,208	TRIM
60	RAYMOND JAMES FINANCIAL INC	$11.0M	483,698	+32,248	ADD
61	Abacus FCF Advisors LLC	$10.6M	466,740	+466,740	NEW
62	Waverly Advisors, LLC	$10.4M	457,330	+17,051	ADD
63	SEI INVESTMENTS CO	$10.0M	437,144	+332,822	ADD
64	D. E. Shaw & Co., Inc.	$9.5M	414,866	+48,887	ADD
65	Retirement Systems of Alabama	$9.3M	405,980	+5,857	ADD
66	WELLINGTON MANAGEMENT GROUP LLP	$9.2M	401,759	+183,201	ADD
67	Legal & General Group Plc	$9.0M	393,579	−87,151	TRIM
68	INTECH INVESTMENT MANAGEMENT LLC	$8.3M	365,994	−404,789	TRIM
69	WELLS FARGO & COMPANY/MN	$8.0M	351,758	−18,219	TRIM
70	Ruffer LLP	$8.0M	350,360	+350,360	NEW
71	VOYA INVESTMENT MANAGEMENT LLC	$8.0M	350,674	+85,949	ADD
72	Maryland State Retirement & Pension System	$7.1M	313,421	−16,087	TRIM
73	HENNESSY ADVISORS INC	$6.8M	296,910	−41,930	TRIM
74	Phocas Financial Corp.	$6.5M	286,191	−79,552	TRIM
75	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$6.5M	284,291	−104,134	TRIM
76	Pinnacle Holdings, LLC	$6.4M	279,484	−588	TRIM
77	EVERGREEN CAPITAL MANAGEMENT LLC	$6.3M	276,968	−10,377	TRIM
78	Janus Henderson Group Ltd.	$6.2M	273,772	+113,696	ADD
79	VANGUARD ASSET MANAGEMENT, Ltd	$6.2M	272,159	—	NO PRIOR
80	DEUTSCHE BANK AG\	$6.0M	262,808	+1,534	ADD
81	CITIGROUP INC	$6.0M	262,528	+58,050	ADD
82	Sanctuary Advisors, LLC	$5.6M	245,489	+1,176	ADD
83	Hennion & Walsh Asset Management, Inc.	$5.6M	245,358	−22,944	TRIM
84	Quantinno Capital Management LP	$5.5M	243,300	+66,641	ADD
85	GUGGENHEIM CAPITAL LLC	$5.4M	238,586	+14,740	ADD
86	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$5.2M	226,940	−8,826	TRIM
87	MERCER GLOBAL ADVISORS INC /ADV	$5.1M	224,270	+83,824	ADD
88	Edgestream Partners, L.P.	$4.7M	206,995	−322,691	TRIM
89	CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT	$4.6M	201,000	−115,000	TRIM
90	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$4.4M	194,808	+194,808	NEW
91	Strategic Global Advisors, LLC	$4.4M	193,558	−3,620	TRIM
92	AQR CAPITAL MANAGEMENT LLC	$4.4M	193,337	+64,513	ADD
93	AXQ CAPITAL, LP	$4.4M	192,901	+192,901	NEW
94	Fractal Investments LLC	$4.3M	190,383	+190,383	NEW
95	Ensign Peak Advisors, Inc	$4.2M	186,280	−2,572	TRIM
96	Lido Advisors, LLC	$4.1M	178,939	+178,939	NEW
97	NISA INVESTMENT ADVISORS, LLC	$3.9M	170,889	+1,249	ADD
98	LAZARD ASSET MANAGEMENT LLC	$3.9M	169,025	+7,977	ADD
99	MetLife Investment Management, LLC	$3.7M	162,958	+36	ADD
100	HSBC HOLDINGS PLC	$3.7M	162,271	+43,071	ADD
101	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$3.7M	161,795	+161,795	NEW
102	Pathstone Holdings, LLC	$3.7M	161,568	−22,077	TRIM
103	Susquehanna Portfolio Strategies, LLC	$3.6M	155,990	+72,119	ADD
104	CIBC Bancorp USA Inc.	$3.5M	151,973	—	NO PRIOR
105	Bridgewater Associates, LP	$3.5M	151,415	+39,684	ADD
106	Vident Advisory, LLC	$3.4M	147,910	+18,509	ADD
107	Tidal Investments LLC	$3.4M	147,813	+57,619	ADD
108	CREDIT AGRICOLE S A	$3.3M	146,000	+146,000	NEW
109	BECK CAPITAL MANAGEMENT, LLC	$3.3M	144,416	+144,416	NEW
110	Creative Planning	$3.2M	138,594	+9,312	ADD
111	BANK OF MONTREAL /CAN/	$3.2M	138,217	−21,738	TRIM
112	Quantbot Technologies LP	$3.1M	136,796	+60,605	ADD
113	Vanguard Global Advisers, LLC	$3.0M	132,703	—	NO PRIOR
114	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.9M	126,907	−11,842	TRIM
115	SCHRODER INVESTMENT MANAGEMENT GROUP	$2.9M	124,069	+19,847	ADD
116	JOHNSON INVESTMENT COUNSEL INC	$2.9M	125,463	−46,630	TRIM
117	Cerity Partners LLC	$2.9M	125,281	−22,541	TRIM
118	Engineers Gate Manager LP	$2.9M	125,019	−156,092	TRIM
119	Chung Wu Investment Group, LLC	$2.9M	125,000	−1,900	TRIM
120	Zurcher Kantonalbank (Zurich Cantonalbank)	$2.8M	123,542	+123,542	NEW
121	HANCOCK WHITNEY CORP	$2.8M	126,901	+126,901	NEW
122	SeaBridge Investment Advisors LLC	$2.8M	120,928	−4,492	TRIM
123	State of New Jersey Common Pension Fund D	$2.8M	120,765	0	NO CHANGE
124	Universal- Beteiligungs- und Servicegesellschaft mbH	$2.7M	117,002	−14,261	TRIM
125	Barnett & Company, Inc.	$2.6M	115,775	+7,675	ADD
126	Richard Bernstein Advisors LLC	$2.6M	113,696	0	NO CHANGE
127	TWO SIGMA INVESTMENTS, LP	$2.6M	112,752	+15,652	ADD
128	Ethic Inc.	$2.4M	106,859	+7,606	ADD
129	Mariner, LLC	$2.4M	105,497	+10,045	ADD
130	KLP KAPITALFORVALTNING AS	$2.4M	104,300	−137,100	TRIM
131	MACKENZIE FINANCIAL CORP	$2.4M	103,484	−19,088	TRIM
132	Federation des caisses Desjardins du Quebec	$2.3M	100,887	+11,530	ADD
133	KESTRA PRIVATE WEALTH SERVICES, LLC	$2.3M	100,857	−6,041	TRIM
134	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$2.3M	100,648	−3,395	TRIM
135	Riverwater Partners LLC	$2.3M	100,368	+32,354	ADD
136	Arizona State Retirement System	$2.2M	98,161	−2,685	TRIM
137	YOUSIF CAPITAL MANAGEMENT, LLC	$2.2M	96,815	−5,957	TRIM
138	VICTORY CAPITAL MANAGEMENT INC	$2.2M	96,481	−244,181	TRIM
139	Frank, Rimerman Advisors LLC	$2.2M	94,315	0	NO CHANGE
140	Vanguard Investments Australia, Ltd.	$2.0M	89,560	—	NO PRIOR
141	FIFTH THIRD BANCORP	$1.9M	85,514	+82,132	ADD
142	Schonfeld Strategic Advisors LLC	$1.9M	84,259	+84,259	NEW
143	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$1.9M	82,973	−456	TRIM
144	PICTON MAHONEY ASSET MANAGEMENT	$1.9M	82,593	+61,980	ADD
145	Advisors Asset Management, Inc.	$1.9M	82,406	−158,520	TRIM
146	Elo Mutual Pension Insurance Co	$1.9M	81,242	+81,242	NEW
147	CASCADE INVESTMENT GROUP, INC.	$1.8M	80,669	−6,250	TRIM
148	STATE OF MICHIGAN RETIREMENT SYSTEM	$1.8M	79,725	+900	ADD
149	LFG Wealth Partners, LLC	$1.8M	78,987	−3,053	TRIM
150	TEACHER RETIREMENT SYSTEM OF TEXAS	$1.8M	78,702	+35,785	ADD
151	STIFEL FINANCIAL CORP	$1.8M	77,725	−12,792	TRIM
152	GLENMEDE TRUST CO NA	$1.8M	77,145	+115	ADD
153	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.7M	74,188	−404	TRIM
154	FIRST CITIZENS BANK & TRUST CO	$1.7M	73,721	−3,772	TRIM
155	SILVER OAK SECURITIES, INCORPORATED	$1.6M	71,158	+1,975	ADD
156	Envestnet Portfolio Solutions, Inc.	$1.6M	70,120	−3,030	TRIM
157	Voleon Capital Management LP	$1.6M	69,912	+11,626	ADD
158	PDT Partners, LLC	$1.6M	69,790	−212,772	TRIM
159	HighTower Advisors, LLC	$1.6M	69,417	+9,026	ADD
160	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$1.5M	67,970	+1,700	ADD
161	Crossmark Global Holdings, Inc.	$1.5M	67,739	—	NO PRIOR
162	MML INVESTORS SERVICES, LLC	$1.5M	67,294	+35,656	ADD
163	Vanguard Personalized Indexing Management, LLC	$1.5M	65,425	−1,201	TRIM
164	Zurich Insurance Group Ltd/FI	$1.5M	65,200	0	NO CHANGE
165	Pekin Hardy Strauss, Inc.	$1.5M	64,000	0	NO CHANGE
166	TD Waterhouse Canada Inc.	$1.4M	62,067	+60,048	ADD
167	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$1.4M	61,134	−37,567	TRIM
168	Ameritas Investment Partners, Inc.	$1.4M	61,100	0	NO CHANGE
169	Kestra Advisory Services, LLC	$1.4M	59,364	+1,920	ADD
170	Odyssean, LLC	$1.3M	57,245	+15,769	ADD
171	Guild Investment Management, Inc.	$1.3M	56,820	−61,920	TRIM
172	MGO ONE SEVEN LLC	$1.3M	56,738	−3,639	TRIM
173	Pictet Asset Management Holding SA	$1.3M	56,140	+3,415	ADD
174	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.3M	55,166	+7,032	ADD
175	Kesler, Norman & Wride, LLC	$1.2M	53,765	+985	ADD
176	XTX Topco Ltd	$1.2M	51,775	−142,010	TRIM
177	Lavaca Capital LLC	$1.2M	51,000	0	NO CHANGE
178	Kestra Investment Management, LLC	$1.2M	50,662	−23,590	TRIM
179	Steward Partners Investment Advisory, LLC	$1.1M	49,701	−15,595	TRIM
180	Apollon Wealth Management, LLC	$1.1M	48,760	−6,835	TRIM
181	Point Nemo Capital, LLC	$1.1M	47,945	—	NO PRIOR
182	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.1M	47,083	+47,083	NEW
183	XPONANCE LLC	$1.1M	46,718	+9,569	ADD
184	Corient Private Wealth LLC	$1.1M	54,154	−25,120	TRIM
185	NewEdge Advisors, LLC	$1.1M	46,235	+46,235	NEW
186	Orion Porfolio Solutions, LLC	$1.0M	45,314	+34,891	ADD
187	Stockman Wealth Management, Inc.	$1.0M	45,000	0	NO CHANGE
188	PRINCIPAL SECURITIES, INC.	$1.0M	44,747	+34,216	ADD
189	CASTLEARK MANAGEMENT LLC	$996K	43,680	−8,480	TRIM
190	MAI Capital Management	$995K	43,651	+184	ADD
191	CORSAIR CAPITAL MANAGEMENT, L.P.	$958K	42,004	0	NO CHANGE
192	Perbak Capital Partners LLP	$940K	41,235	+41,235	NEW
193	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$937K	41,094	+10,324	ADD
194	ProShare Advisors LLC	$932K	40,894	−3,875	TRIM
195	ASSETMARK, INC	$924K	40,538	+38,708	ADD
196	HUNTINGTON NATIONAL BANK	$912K	40,000	+40,000	NEW
197	Livforsakringsbolaget Skandia, Omsesidigt	$877K	38,500	0	NO CHANGE
198	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$866K	38,082	−7,029	TRIM
199	FOX RUN MANAGEMENT, L.L.C.	$857K	37,082	+37,082	NEW
200	JGP Wealth Management, LLC	$844K	37,038	−2,640	TRIM
201	Pasadena Private Wealth, LLC	$833K	36,530	+128	ADD
202	Linden Thomas Advisory Services, LLC	$823K	36,088	+261	ADD
203	US BANCORP \DE\	$819K	35,900	−1,443	TRIM
204	Invst, LLC	$813K	35,654	+35,654	NEW
205	U.S. Capital Wealth Advisors, LLC	$813K	35,648	+521	ADD
206	STATE OF WISCONSIN INVESTMENT BOARD	$792K	34,736	+15,010	ADD
207	Summit Trail Advisors, LLC	$780K	34,199	+6,962	ADD
208	Private Advisor Group, LLC	$765K	33,552	−829	TRIM
209	Metis Global Partners, LLC	$741K	32,484	−394	TRIM
210	FEDERATED HERMES, INC.	$737K	32,304	−3,242	TRIM
211	Swiss Life Asset Management Ltd	$727K	31,894	+4,118	ADD
212	GREAT LAKES ADVISORS, LLC	$706K	30,972	−556	TRIM
213	OSAIC HOLDINGS, INC.	$703K	30,812	−12,169	TRIM
214	ExodusPoint Capital Management, LP	$694K	30,446	−29,855	TRIM
215	Financiere des Professionnels - Fonds d'investissement inc.	$690K	30,281	+30,281	NEW
216	BRASADA CAPITAL MANAGEMENT, LP	$678K	30,000	0	NO CHANGE
217	Palo Duro Investment Partners, LP	$658K	28,869	+5,314	ADD
218	Wedmont Private Capital	$656K	29,189	−276	TRIM
219	Gateway Wealth Partners, LLC	$650K	28,489	+28,489	NEW
220	Banque Transatlantique SA	$644K	28,226	+28,226	NEW
221	&PARTNERS	$636K	27,891	+1,290	ADD
222	COMMONWEALTH EQUITY SERVICES, LLC	$610K	26,746	−55,015	TRIM
223	OPPENHEIMER & CO INC	$584K	25,630	−124,382	TRIM
224	Western Wealth Management, LLC	$579K	25,392	+25,392	NEW
225	Walleye Trading LLC	$579K	25,380	+25,380	NEW
226	Empowered Funds, LLC	$568K	24,898	−104,723	TRIM
227	BALYASNY ASSET MANAGEMENT L.P.	$567K	24,876	+1,679	ADD
228	Focus Partners Wealth	$565K	24,780	−54,143	TRIM
229	SECURIAN ASSET MANAGEMENT, INC	$557K	24,409	+113	ADD
230	Sigma Planning Corp	$550K	24,130	−395	TRIM
231	Squarepoint Ops LLC	$547K	23,979	+247	ADD
232	NewEdge Wealth, LLC	$543K	23,824	−4,107	TRIM
233	KPP Advisory Services LLC	$535K	23,458	−435	TRIM
234	Allianz Asset Management GmbH	$520K	22,805	−5,629	TRIM
235	QRG CAPITAL MANAGEMENT, INC.	$516K	22,643	−1,310	TRIM
236	Qtron Investments LLC	$497K	21,818	0	NO CHANGE
237	Dynamic Technology Lab Private Ltd	$485K	21,289	−37,936	TRIM
238	Parkside Financial Bank & Trust	$481K	21,101	+147	ADD
239	AMERICAN FINANCIAL GROUP INC	$479K	21,000	0	NO CHANGE
240	Texas Yale Capital Corp.	$479K	21,000	0	NO CHANGE
241	Hilltop Holdings Inc.	$478K	20,950	−273	TRIM
242	SIGNATUREFD, LLC	$477K	20,920	+56	ADD
243	Moors & Cabot, Inc.	$464K	20,358	−4,315	TRIM
244	Sequoia Financial Advisors, LLC	$456K	20,000	−8,695	TRIM
245	CAPITAL ADVISORS INC/OK	$445K	19,521	0	NO CHANGE
246	Tower Research Capital LLC (TRC)	$436K	19,117	−21,543	TRIM
247	TRUIST FINANCIAL CORP	$426K	18,689	−7,575	TRIM
248	Ameritas Advisory Services, LLC	$426K	18,675	+3,300	ADD
249	Bleakley Financial Group, LLC	$422K	18,529	+193	ADD
250	Callan Family Office, LLC	$417K	18,269	+70	ADD
251	SBI Securities Co., Ltd.	$416K	18,245	+1,003	ADD
252	Cornerstone Advisory, LLC	$413K	18,125	+18,125	NEW
253	CHOREO, LLC	$413K	18,122	+3,939	ADD
254	Utah Retirement Systems	$410K	18,000	0	NO CHANGE
255	DnB Asset Management AS	$405K	17,755	+17,755	NEW
256	DIVIDEND ASSETS CAPITAL, LLC	$400K	17,524	−14	TRIM
257	Legend Capital Advisors LLC	$399K	17,500	+17,500	NEW
258	PANAGORA ASSET MANAGEMENT INC	$387K	16,991	+363	ADD
259	Heronetta Management, L.P.	$386K	16,910	0	NO CHANGE
260	Security National Bank	$381K	16,725	+2,516	ADD
261	Allworth Financial LP	$380K	16,662	+7,323	ADD
262	CHILDRESS CAPITAL ADVISORS, LLC	$379K	16,631	+2,138	ADD
263	SPROTT INC.	$376K	16,500	0	NO CHANGE
264	Brooklyn Investment Group	$376K	16,495	+16,495	NEW
265	Aptus Capital Advisors, LLC	$368K	16,142	+252	ADD
266	Meeder Advisory Services, Inc.	$360K	15,778	−424	TRIM
267	JANE STREET GROUP, LLC	$359K	15,746	+15,746	NEW
268	Baird Financial Group, Inc.	$359K	15,730	+15,730	NEW
269	SIMON QUICK ADVISORS, LLC	$357K	15,678	+71	ADD
270	CIBC Asset Management Inc	$351K	15,389	0	NO CHANGE
271	Eurizon Capital SGR S.p.A.	$349K	15,022	+1,539	ADD
272	Retirement Planning Group, LLC	$344K	15,100	+15,100	NEW
273	M&T BANK CORP	$340K	14,907	−1,133	TRIM
274	Comprehensive Money Management Services LLC	$332K	14,545	+1,100	ADD
275	Parallax Volatility Advisers, L.P.	$331K	16,077	+16,077	NEW
276	Advisor OS, LLC	$329K	14,437	+6	ADD
277	COMMERCE BANK	$327K	14,332	−602	TRIM
278	PARK NATIONAL CORP /OH/	$319K	14,000	0	NO CHANGE
279	Walleye Capital LLC	$317K	13,916	+12,428	ADD
280	WEXFORD CAPITAL LP	$314K	13,768	−1,266	TRIM
281	BURNEY CO/	$310K	13,600	+400	ADD
282	Lombard Odier Asset Management (USA) Corp	$308K	13,529	+13,529	NEW
283	Sprinkle Financial Consultants LLC	$308K	13,509	−711	TRIM
284	Polymer Capital Management (US) LLC	$305K	13,378	+13,378	NEW
285	COLDSTREAM CAPITAL MANAGEMENT INC	$305K	13,360	+1,486	ADD
286	CWM, LLC	$303K	13,279	+1,673	ADD
287	Leo Wealth, LLC	$300K	13,175	+310	ADD
288	HB Wealth Management, LLC	$299K	13,099	+13,099	NEW
289	SIMPLEX TRADING, LLC	$288K	12,653	+12,653	NEW
290	Wealthfront Advisers LLC	$288K	12,616	−879	TRIM
291	SCS Capital Management LLC	$287K	12,568	−960	TRIM
292	Diversified Trust Co	$275K	12,073	+436	ADD
293	World Investment Advisors	$272K	11,943	+11,943	NEW
294	KAHN BROTHERS GROUP INC	$269K	11,806	+11,806	NEW
295	SBI Okasan Asset Management Co.Ltd.	$268K	11,600	0	NO CHANGE
296	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$268K	11,760	−2,367	TRIM
297	Snowden Capital Advisors LLC	$262K	11,487	+11,487	NEW
298	Hardy Reed LLC	$259K	11,362	+11,362	NEW
299	Sterling Capital Management LLC	$256K	11,220	−8,565	TRIM
300	BTG Pactual Asset Management US LLC	$254K	11,152	−200,476	TRIM
301	KEYBANK NATIONAL ASSOCIATION/OH	$253K	11,079	+729	ADD
302	Empower Advisory Group, LLC	$251K	11,000	0	NO CHANGE
303	Sowell Financial Services LLC	$251K	10,998	+10,998	NEW
304	SHELTON CAPITAL MANAGEMENT	$250K	10,945	−1,043	TRIM
305	AIGEN INVESTMENT MANAGEMENT, LP	$247K	10,817	+10,817	NEW
306	Vestmark Advisory Solutions, Inc.	$245K	10,742	−4,155	TRIM
307	New Age Alpha Advisors, LLC	$243K	10,647	−4,662	TRIM
308	Spire Wealth Management	$239K	10,500	0	NO CHANGE
309	State of Wyoming	$239K	10,488	−4,571	TRIM
310	MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC	$236K	10,370	0	NO CHANGE
311	Convergence Financial, LLC	$235K	10,309	−239	TRIM
312	Arrow Investment Advisors, LLC	$232K	10,168	+10,168	NEW
313	Ariadne Wealth Management, LP	$230K	10,070	+10,070	NEW
314	Merit Financial Group, LLC	$227K	9,954	+9,954	NEW
315	Tannin Capital LLC	$224K	9,829	+9,829	NEW
316	North Dakota State Investment Board	$223K	9,777	−2,062	TRIM
317	Laird Norton Wetherby Trust Company, LLC	$223K	9,763	+9,763	NEW
318	Garde Capital, Inc.	$218K	9,553	+9,553	NEW
319	Vise Technologies, Inc.	$217K	12,170	0	NO CHANGE
320	GC Wealth Management RIA, LLC	$215K	9,445	+9,445	NEW
321	Baron Wealth Management LLC	$215K	9,431	+9,431	NEW
322	Wealthcare Advisory Partners LLC	$212K	9,313	+9,313	NEW
323	ARISTEIA CAPITAL, L.L.C.	$208K	9,136	−15,018	TRIM
324	Csenge Advisory Group	$205K	8,971	+8,971	NEW
325	Savant Capital, LLC	$202K	8,867	+8,867	NEW
326	CITADEL ADVISORS LLC	$202K	8,858	−69,253	TRIM
327	BNP Paribas Asset Management Holding S.A.	$196K	8,598	+2,137	ADD
328	BankPlus Trust Department	$195K	8,546	0	NO CHANGE
329	QUADRANT CAPITAL GROUP LLC	$183K	8,025	+1,483	ADD
330	WOLVERINE ASSET MANAGEMENT LLC	$156K	6,858	+509	ADD
331	Smartleaf Asset Management LLC	$139K	5,995	+967	ADD
332	Rockefeller Capital Management L.P.	$114K	5,004	−15,657	TRIM
333	UMB Bank, n.a.	$89.8K	3,937	+419	ADD
334	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$88.3K	3,873	+1,673	ADD
335	Ancora Advisors LLC	$88.1K	3,862	+100	ADD
336	MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	$83.2K	3,649	+41	ADD
337	NOMURA ASSET MANAGEMENT CO LTD	$61.6K	2,700	0	NO CHANGE
338	MCF Advisors LLC	$54.6K	2,395	—	NO PRIOR
339	Blue Trust, Inc.	$45.6K	1,999	−535	TRIM
340	CHILTON CAPITAL MANAGEMENT LLC	$35.3K	1,549	+1,549	NEW
341	Larson Financial Group LLC	$30.7K	1,347	−400	TRIM
342	Clearstead Trust, LLC	$30.4K	1,334	0	NO CHANGE
343	BARTLETT & CO. WEALTH MANAGEMENT LLC	$24.6K	1,107	+7	ADD
344	ROGCO, LP	$22.2K	975	0	NO CHANGE
345	Arax Advisory Partners	$18.9K	838	−896	TRIM
346	Kilter Group LLC	$16.6K	728	+4	ADD
347	CVA Family Office, LLC	$16.4K	720	+720	NEW
348	Private Wealth Management Group, LLC	$16.2K	712	−30	TRIM
349	THRIVENT FINANCIAL FOR LUTHERANS	$16.2K	710,767	−23,094	TRIM
350	Sunrise Financial Services, LLC	$16.0K	700	0	NO CHANGE
351	Bell Investment Advisors, Inc	$13.9K	611	0	NO CHANGE
352	JFS WEALTH ADVISORS, LLC	$13.8K	606	+20	ADD
353	Pinnacle Wealth Planning Services, Inc.	$13.7K	600	+56	ADD
354	Mitsubishi UFJ Asset Management Co., Ltd.	$13.5K	590	0	NO CHANGE
355	BROWN, LISLE/CUMMINGS, INC.	$13.3K	585	+85	ADD
356	Atlantic Union Bankshares Corp	$12.7K	556	0	NO CHANGE
357	KELLEHER FINANCIAL ADVISORS	$12.0K	636	+636	NEW
358	Triumph Capital Management	$11.4K	500	+200	ADD
359	Annis Gardner Whiting Capital Advisors, LLC	$11.4K	498	0	NO CHANGE
360	Aster Capital Management (DIFC) Ltd	$11.1K	616	+616	NEW
361	Neo Ivy Capital Management	$10.2K	448	+448	NEW
362	KERR FINANCIAL PLANNING Corp	$10.0K	458	+458	NEW
363	CANADA LIFE ASSURANCE Co	$10.0K	437,926	−12,873	TRIM
364	Bank & Trust Co	$9.6K	420	0	NO CHANGE
365	ELEVATION WEALTH PARTNERS, LLC	$8.4K	370	−1,141	TRIM
366	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	$7.8K	340,683	−35,564	TRIM
367	FARMERS & MERCHANTS INVESTMENTS INC	$6.5K	285	0	NO CHANGE
368	FINANCIAL CONSULATE, INC	$5.7K	250	0	NO CHANGE
369	ALGERT GLOBAL LLC	$5.7K	249,330	+124,430	ADD
370	Keating Financial Advisory Services, Inc.	$5.7K	248	+55	ADD
371	United Financial Planning Group LLC	$5.1K	222	+207	ADD
372	VISION FINANCIAL MARKETS LLC	$4.9K	213	+2	ADD
373	CENTRAL TRUST Co	$4.8K	212	+10	ADD
374	NATIXIS ADVISORS, LLC	$4.8K	211,636	+18,336	ADD
375	Hilltop National Bank	$4.6K	200	0	NO CHANGE
376	BAYBAN	$4.6K	200	0	NO CHANGE
377	Signature Equity Partners, LLC	$4.4K	193	+193	NEW
378	VAN ECK ASSOCIATES CORP	$4.1K	179,435	+52,096	ADD
379	Salomon & Ludwin, LLC	$4.0K	177	0	NO CHANGE
380	Prestige Wealth Management Group LLC	$3.8K	168	0	NO CHANGE
381	AMALGAMATED BANK	$3.5K	152,955	+4,688	ADD
382	Treasurer of the State of North Carolina	$3.3K	143,174	+3,049	ADD
383	PRIVATE TRUST CO NA	$3.1K	138	+138	NEW
384	Clearstead Advisors, LLC	$3.1K	136	−915	TRIM
385	Caitong International Asset Management Co., Ltd	$3.0K	130	+130	NEW
386	SJS Investment Consulting Inc.	$2.8K	122	+60	ADD
387	NFSG Corp	$2.7K	120	+1	ADD
388	Rialto Wealth Management, LLC	$2.6K	115	+39	ADD
389	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	$2.4K	106,584	0	NO CHANGE
390	True Wealth Design, LLC	$2.3K	102	+24	ADD
391	MCGUIRE CAPITAL ADVISORS INC	$1.7K	75	0	NO CHANGE
392	Marquette Asset Management, LLC	$1.6K	71	+71	NEW
393	Arlington Trust Co LLC	$1.6K	70	+70	NEW
394	NEW MEXICO EDUCATIONAL RETIREMENT BOARD	$1.6K	68,400	0	NO CHANGE
395	Valued Wealth Advisors LLC	$1.4K	63	+61	ADD
396	State of Alaska, Department of Revenue	$1.4K	60,475	0	NO CHANGE
397	Cromwell Holdings LLC	$1.3K	58	+9	ADD
398	WPG Advisers, LLC	$1.3K	56	0	NO CHANGE
399	PARK AVENUE SECURITIES LLC	$1.1K	47,398	+47,398	NEW
400	Sachetta, LLC	$981	43	0	NO CHANGE
401	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	$803	35,223	0	NO CHANGE
402	BOSTON FAMILY OFFICE LLC	$798	35,000	0	NO CHANGE
403	Vermillion Wealth Management, Inc.	$798	35	+35	NEW
404	HFM Investment Advisors, LLC	$798	35	0	NO CHANGE
405	SouthState Bank Corp	$707	31	0	NO CHANGE
406	S&T BANK/PA	$593	26	0	NO CHANGE
407	Vestcor Inc	$490	21,508	0	NO CHANGE
408	Rakuten Securities, Inc.	$456	20	0	NO CHANGE
409	Investors Portfolio Services LLC	$387	18	+18	NEW
410	Transamerica Financial Advisors, LLC	$342	15	+15	NEW
411	KBC Group NV	$275	12,066	+1,723	ADD
412	MV CAPITAL MANAGEMENT, INC.	$274	12	−4	TRIM
413	Bayforest Capital Ltd	$91	4	+4	NEW
414	TFC Financial Management, Inc.	$46	2	0	NO CHANGE
415	First PREMIER Bank	$13	570	0	NO CHANGE
416	Harvest Fund Management Co., Ltd	$11	502	+445	ADD
417	VALLEY NATIONAL ADVISERS INC	$9	400	0	NO CHANGE
418	Capital Advisors, Ltd. LLC	$8	361	0	NO CHANGE
419	Avion Wealth	$2	103	0	NO CHANGE
420	Liberty Mutual Group Asset Management Inc.	$0	32,312	0	NO CHANGE
421	BANK OF NOVA SCOTIA	—	—	−109,651	EXIT
422	CHASE INVESTMENT COUNSEL CORP	—	—	−240,474	EXIT
423	Jefferies Financial Group Inc.	—	—	−47,300	EXIT
424	VANGUARD GROUP INC	—	—	−36,075,910	EXIT
425	HARBOUR INVESTMENTS, INC.	—	—	−2,488	EXIT
426	Brandywine Global Investment Management, LLC	—	—	−848,947	EXIT
427	COMERICA BANK	—	—	−88,357	EXIT
428	SIG BROKERAGE, LP	—	—	−14,905	EXIT
429	HUSSMAN STRATEGIC ADVISORS, INC.	—	—	−42,000	EXIT
430	MILLENNIUM MANAGEMENT LLC	—	—	−349,570	EXIT
431	NATIXIS	—	—	−120,112	EXIT
432	TORTOISE CAPITAL ADVISORS, L.L.C.	—	—	−11,403,093	EXIT
433	CIBC Private Wealth Group LLC	—	—	−88,198	EXIT
434	Cadence Bank	—	—	−40,000	EXIT
435	NORGES BANK	—	—	−3,766,025	EXIT
436	SIR Capital Management, L.P.	—	—	−1,772,534	EXIT
437	OXFORD ASSET MANAGEMENT LLP	—	—	−49,716	EXIT
438	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	—	—	−216,349	EXIT
439	IMC-Chicago, LLC	—	—	−27,211	EXIT
440	Verition Fund Management LLC	—	—	−230,905	EXIT
441	B. Riley Wealth Advisors, Inc.	—	—	−29,332	EXIT
442	TWO SIGMA ADVISERS, LP	—	—	−58,300	EXIT
443	MIRABELLA FINANCIAL SERVICES LLP	—	—	−15,336	EXIT
444	Battery Global Advisors, LLC	—	—	−71	EXIT
445	Friedenthal Financial	—	—	−890	EXIT
446	Long Focus Capital Management, LLC	—	—	−610,000	EXIT
447	Point72 Asset Management, L.P.	—	—	−1,198,925	EXIT
448	Versor Investments LP	—	—	−65,400	EXIT
449	DV Trading LLC	—	—	−5	EXIT
450	Global Retirement Partners, LLC	—	—	−5,216	EXIT
451	Qsemble Capital Management, LP	—	—	−48,913	EXIT
452	TWINBEECH CAPITAL LP	—	—	−24,171	EXIT
453	Y-Intercept (Hong Kong) Ltd	—	—	−201,385	EXIT
454	Cinctive Capital Management LP	—	—	−333,639	EXIT
455	Recurrent Investment Advisors LLC	—	—	−15,000	EXIT
456	HUB Investment Partners, LLC	—	—	−36,715	EXIT
457	TUCKER ASSET MANAGEMENT LLC	—	—	−200	EXIT
458	Activest Wealth Management	—	—	−30	EXIT
459	AlphaQuest LLC	—	—	−4	EXIT
460	Forum Financial Management, LP	—	—	−19,181	EXIT
461	SageView Advisory Group, LLC	—	—	−535	EXIT
462	TRANSATLANTIQUE PRIVATE WEALTH LLC	—	—	−28,226	EXIT
463	Dunhill Financial, LLC	—	—	−8	EXIT
464	Stephens Consulting, LLC	—	—	−3,360	EXIT
465	SHERBROOKE PARK ADVISERS LLC	—	—	−15,334	EXIT
466	PFG Investments, LLC	—	—	−14,699	EXIT
467	Compound Planning, Inc.	—	—	−40,551	EXIT
468	Second Line Capital, LLC	—	—	−15,380	EXIT
469	Turning Point Benefit Group, Inc.	—	—	−272	EXIT
470	Jain Global LLC	—	—	−162,908	EXIT
471	Corigliano Investment Advisers, LLC	—	—	−282,000	EXIT
472	OPTIMA CAPITAL LLC	—	—	−28	EXIT
473	Turas Capital Management LP	—	—	−203,704	EXIT
474	Quattro Advisors LLC	—	—	−5,021	EXIT

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

Congress ↔ notable managers · AM

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

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

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

Notable managers · quarter ended 2026-03-31

Adding: 2 Gotham Asset Management, Bridgewater Associates $52.9M held
Trimming: 0 — $0 held

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

Merged timeline of congressional filings and notable-manager moves on AM
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	ADD	+35,580 sh
2026-05-15	Bridgewater Associates 13F	ADD	+39,684 sh

2 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

8 members of Congress disclosed AM — 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).