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 ↗

FRANKLIN RESOURCES INC · COM · quarter ended 2026-03-31 · 11 members disclosed BEN ↗

13F filers reporting this class for the quarter ended 2026-03-31: 484
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $6.4B
holders whose share count rose or who opened the position (new + add), by shares: 233
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 53

Holders — quarter ended 2026-03-31

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

13F holders of BEN ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	Power Corp of Canada	$745M	31,557,117	0	NO CHANGE
2	BlackRock, Inc.	$679M	28,767,173	−944,070	TRIM
3	VANGUARD CAPITAL MANAGEMENT LLC	$474M	20,088,613	—	NO PRIOR
4	STATE STREET CORP	$470M	19,613,400	−1,131,493	TRIM
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$327M	13,844,109	—	NO PRIOR
6	Invesco Ltd.	$320M	13,564,400	+3,441,463	ADD
7	CITADEL ADVISORS LLC	$267M	11,321,929	+5,041,726	ADD
8	DIMENSIONAL FUND ADVISORS LP	$256M	10,860,325	−22,535	TRIM
9	GEODE CAPITAL MANAGEMENT, LLC	$184M	7,809,846	−259,649	TRIM
10	ProShare Advisors LLC	$155M	6,556,326	−526,842	TRIM
11	Azora Capital LP	$120M	5,099,949	−696,626	TRIM
12	MORGAN STANLEY	$116M	4,915,148	+600,341	ADD
13	Artemis Investment Management LLP	$115M	4,879,886	+4,823,983	ADD
14	Bank of New York Mellon Corp	$108M	4,584,695	+847,645	ADD
15	NORTHERN TRUST CORP	$86.7M	3,669,487	−234,453	TRIM
16	Kopernik Global Investors, LLC	$83.2M	3,522,587	+153,422	ADD
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$76.3M	3,231,922	+64,000	ADD
18	Verition Fund Management LLC	$71.4M	3,022,427	+845,991	ADD
19	BARCLAYS PLC	$66.5M	2,813,629	+1,164,060	ADD
20	JUPITER ASSET MANAGEMENT LTD	$63.1M	2,673,409	+2,645,077	ADD
21	Squarepoint Ops LLC	$61.9M	2,620,136	−1,511,423	TRIM
22	UBS Group AG	$57.7M	2,443,853	+406,389	ADD
23	Freestone Grove Partners LP	$50.7M	2,148,549	+2,148,549	NEW
24	Vest Financial, LLC	$48.0M	2,033,149	−150,440	TRIM
25	BANK OF AMERICA CORP /DE/	$46.4M	1,964,424	+533,192	ADD
26	FIRST TRUST ADVISORS LP	$43.5M	1,841,664	−114,263	TRIM
27	VANGUARD FIDUCIARY TRUST CO	$40.9M	1,729,729	—	NO PRIOR
28	BALYASNY ASSET MANAGEMENT L.P.	$37.5M	1,587,762	+820,079	ADD
29	NOMURA ASSET MANAGEMENT CO LTD	$35.6M	1,506,490	−118,047	TRIM
30	TWO SIGMA INVESTMENTS, LP	$34.2M	1,449,292	−398,887	TRIM
31	Gallagher Fiduciary Advisors, LLC	$33.3M	1,408,138	−15,934	TRIM
32	Allianz Asset Management GmbH	$31.9M	1,349,341	+145,460	ADD
33	VICTORY CAPITAL MANAGEMENT INC	$31.0M	1,311,366	+67,043	ADD
34	WEDGE CAPITAL MANAGEMENT L L P/NC	$29.5M	1,246,976	−60,297	TRIM
35	DEUTSCHE BANK AG\	$29.0M	1,228,887	+72,284	ADD
36	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$27.4M	1,158,237	+1,158,237	NEW
37	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$26.9M	1,138,608	−75,332	TRIM
38	AQR CAPITAL MANAGEMENT LLC	$26.3M	1,139,150	−129,762	TRIM
39	KETTLE HILL CAPITAL MANAGEMENT, LLC	$22.0M	933,204	+542,858	ADD
40	Quantinno Capital Management LP	$21.7M	917,468	+127,022	ADD
41	Holocene Advisors, LP	$21.0M	890,956	+616,453	ADD
42	HANCOCK WHITNEY CORP	$21.0M	863,969	+863,969	NEW
43	ROYAL BANK OF CANADA	$20.9M	886,393	+117,800	ADD
44	Nuveen, LLC	$20.8M	881,528	−94,381	TRIM
45	Longaeva Partners L.P.	$20.4M	862,737	+300,473	ADD
46	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$19.5M	824,130	+592,930	ADD
47	HSBC HOLDINGS PLC	$18.1M	770,258	−1,469,360	TRIM
48	Swiss Life Asset Management Ltd	$17.8M	754,004	+28,204	ADD
49	Vanguard Global Advisers, LLC	$16.0M	675,279	—	NO PRIOR
50	Legal & General Group Plc	$14.5M	613,554	−445,156	TRIM
51	SEB Asset Management AB	$14.0M	593,519	—	NO PRIOR
52	FRANKLIN RESOURCES INC	$13.9M	589,918	−201,853	TRIM
53	Swiss National Bank	$13.4M	567,600	+4,600	ADD
54	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$13.4M	566,045	−19,551	TRIM
55	FIRST CITIZENS BANK & TRUST CO	$13.1M	553,126	+6,635	ADD
56	Mitsubishi UFJ Asset Management Co., Ltd.	$12.3M	521,831	−21,971	TRIM
57	Meiji Yasuda Asset Management Co Ltd.	$12.3M	518,837	−337,204	TRIM
58	Envestnet Portfolio Solutions, Inc.	$12.0M	508,271	+2,680	ADD
59	CITIGROUP INC	$11.6M	490,688	+185,139	ADD
60	COMMONWEALTH EQUITY SERVICES, LLC	$11.2M	472,807	+4,778	ADD
61	MILLENNIUM MANAGEMENT LLC	$10.9M	463,025	−41,514	TRIM
62	HUNTINGTON NATIONAL BANK	$9.9M	418,877	+418,877	NEW
63	MACKENZIE FINANCIAL CORP	$9.7M	411,805	+249,365	ADD
64	Modern Wealth Management, LLC	$9.7M	411,059	+7,249	ADD
65	AMERIPRISE FINANCIAL INC	$9.6M	407,897	+55,982	ADD
66	ALLIANCEBERNSTEIN L.P.	$9.0M	377,744	−277,192	TRIM
67	Cambria Investment Management, L.P.	$8.9M	377,610	+15,503	ADD
68	STATE OF WISCONSIN INVESTMENT BOARD	$8.8M	374,450	+41,476	ADD
69	LPL Financial LLC	$8.5M	358,068	−20,866	TRIM
70	Jain Global LLC	$8.1M	342,826	+342,826	NEW
71	PRINCIPAL FINANCIAL GROUP INC	$8.1M	341,384	−9,159	TRIM
72	PUBLIC SECTOR PENSION INVESTMENT BOARD	$7.6M	321,447	+243,172	ADD
73	YOUSIF CAPITAL MANAGEMENT, LLC	$7.6M	320,639	−9,228	TRIM
74	Prana Capital Management, LP	$7.1M	299,474	−605,496	TRIM
75	Bastion Asset Management Inc.	$6.7M	272,892	−48,619	TRIM
76	WELLS FARGO & COMPANY/MN	$6.7M	281,735	+45,226	ADD
77	Connor, Clark & Lunn Investment Management Ltd.	$6.6M	281,218	−537,527	TRIM
78	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$6.6M	281,048	0	NO CHANGE
79	Y-Intercept (Hong Kong) Ltd	$6.3M	264,778	+264,778	NEW
80	Creative Planning	$6.2M	261,487	+71,308	ADD
81	VANGUARD ASSET MANAGEMENT, Ltd	$6.1M	259,756	—	NO PRIOR
82	RAYMOND JAMES FINANCIAL INC	$6.0M	255,060	−44,399	TRIM
83	NATIONAL BANK OF CANADA /FI/	$5.9M	250,711	+148,701	ADD
84	Point72 Asset Management, L.P.	$5.9M	248,100	+248,100	NEW
85	Cresset Asset Management, LLC	$5.6M	232,773	+14,148	ADD
86	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$5.5M	233,836	+42,426	ADD
87	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$5.3M	224,297	−7,803	TRIM
88	MERCER GLOBAL ADVISORS INC /ADV	$5.2M	222,104	−3,374	TRIM
89	Focus Partners Wealth	$5.2M	221,325	−26,271	TRIM
90	CHATHAM CAPITAL GROUP, INC.	$5.2M	221,000	0	NO CHANGE
91	SEI INVESTMENTS CO	$5.1M	215,439	+54,865	ADD
92	BANK OF MONTREAL /CAN/	$5.0M	211,523	−4,946	TRIM
93	STIFEL FINANCIAL CORP	$4.9M	208,353	−15,474	TRIM
94	Sumitomo Mitsui Trust Group, Inc.	$4.9M	206,206	−90,993	TRIM
95	Robeco Institutional Asset Management B.V.	$4.2M	176,690	+8,851	ADD
96	Fire Capital Management LLC	$4.1M	172,333	0	NO CHANGE
97	FIFTH THIRD BANCORP	$4.0M	168,306	+159,862	ADD
98	NEW YORK STATE COMMON RETIREMENT FUND	$3.9M	167,026	−14,500	TRIM
99	Uncommon Cents Investing LLC	$3.9M	165,782	−260	TRIM
100	Kinloch Capital, LLC	$3.8M	159,578	+24,580	ADD
101	PRUDENTIAL FINANCIAL INC	$3.7M	155,775	−868,408	TRIM
102	Cinctive Capital Management LP	$3.6M	153,912	−102,449	TRIM
103	Chevy Chase Trust Holdings, LLC	$3.6M	151,364	−4,566	TRIM
104	Twelve Points Wealth Management LLC	$3.5M	148,496	+179	ADD
105	GUGGENHEIM CAPITAL LLC	$3.5M	148,267	+101,081	ADD
106	Ruffer LLP	$3.5M	146,037	+146,037	NEW
107	Ally Financial Inc.	$3.3M	140,000	0	NO CHANGE
108	CIBC Bancorp USA Inc.	$3.2M	137,430	—	NO PRIOR
109	Hilton Capital Management, LLC	$3.2M	136,738	+136,738	NEW
110	Grantham, Mayo, Van Otterloo & Co. LLC	$3.1M	129,664	−36,834	TRIM
111	Janus Henderson Group Ltd.	$3.0M	127,813	−12,527	TRIM
112	Cetera Investment Advisers	$3.0M	127,630	−24,000	TRIM
113	Systematic Alpha Investments, LLC	$3.0M	126,200	0	NO CHANGE
114	APG Asset Management N.V.	$3.0M	145,299	−3,507	TRIM
115	HighTower Advisors, LLC	$3.0M	125,660	+4,544	ADD
116	ExodusPoint Capital Management, LP	$2.9M	123,920	+107,098	ADD
117	Gotham Asset Management, LLC	$2.8M	120,657	−1,581	TRIM
118	SummitTX Capital, L.P.	$2.8M	120,148	−78,446	TRIM
119	AMERICAN FINANCIAL GROUP INC	$2.8M	119,150	0	NO CHANGE
120	NISA INVESTMENT ADVISORS, LLC	$2.8M	117,146	+3,533	ADD
121	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$2.8M	118,337	−41,393	TRIM
122	AE Wealth Management LLC	$2.8M	116,693	+13,192	ADD
123	Unison Advisors LLC	$2.7M	114,449	+2,824	ADD
124	Mirae Asset Global Investments Co., Ltd.	$2.7M	115,196	+18,569	ADD
125	COMMERCE BANK	$2.6M	111,654	−324	TRIM
126	WELLINGTON MANAGEMENT GROUP LLP	$2.6M	111,582	+19,182	ADD
127	AMERICAN CENTURY COMPANIES INC	$2.5M	106,228	−2,366	TRIM
128	Keystone Financial Planning, Inc.	$2.5M	105,886	+2,344	ADD
129	CANADA PENSION PLAN INVESTMENT BOARD	$2.5M	104,298	+13,898	ADD
130	Summit Trail Advisors, LLC	$2.4M	102,887	−3,969	TRIM
131	ENVESTNET ASSET MANAGEMENT INC	$2.4M	101,466	−109,076	TRIM
132	CIBC WORLD MARKET INC.	$2.4M	100,000	+100,000	NEW
133	Amundi	$2.3M	99,372	−526,765	TRIM
134	Man Group plc	$2.3M	98,014	−31,359	TRIM
135	Zurcher Kantonalbank (Zurich Cantonalbank)	$2.3M	95,727	+95,727	NEW
136	Cerity Partners LLC	$2.2M	94,890	−81,604	TRIM
137	XPONANCE LLC	$2.2M	94,263	+4,276	ADD
138	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$2.1M	89,343	−1,360	TRIM
139	Sterling Capital Management LLC	$2.0M	86,675	−3,247	TRIM
140	MALTESE CAPITAL MANAGEMENT LLC	$2.0M	85,700	+75,700	ADD
141	Alexander Randolph Advisory, Inc.	$2.0M	85,041	−1,005	TRIM
142	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$2.0M	85,021	−13,022	TRIM
143	State of New Jersey Common Pension Fund D	$2.0M	84,979	−15,621	TRIM
144	Czech National Bank	$2.0M	83,678	+2,629	ADD
145	TORONTO DOMINION BANK	$1.9M	81,266	−3,850	TRIM
146	Resona Asset Management Co.,Ltd.	$1.9M	82,819	−5,356	TRIM
147	STATE OF MICHIGAN RETIREMENT SYSTEM	$1.9M	80,237	0	NO CHANGE
148	Asset Management One Co., Ltd.	$1.9M	79,954	+67,281	ADD
149	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$1.9M	79,442	+9,151	ADD
150	Pathstone Holdings, LLC	$1.9M	79,088	−11,473	TRIM
151	Arizona State Retirement System	$1.9M	78,796	−443	TRIM
152	Merit Financial Group, LLC	$1.8M	76,133	+1,117	ADD
153	AIMZ Investment Advisors, LLC	$1.8M	75,728	−1,004	TRIM
154	CIBC Asset Management Inc	$1.8M	75,228	+407	ADD
155	FMR LLC	$1.8M	74,874	+46,557	ADD
156	Rafferty Asset Management, LLC	$1.8M	74,699	−19,073	TRIM
157	Vanguard Investments Australia, Ltd.	$1.8M	74,610	—	NO PRIOR
158	Genus Capital Management Inc.	$1.7M	73,880	+73,880	NEW
159	SCHRODER INVESTMENT MANAGEMENT GROUP	$1.7M	72,927	+47,741	ADD
160	Tidal Investments LLC	$1.7M	72,706	−19,720	TRIM
161	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$1.7M	71,572	+75	ADD
162	MetLife Investment Management, LLC	$1.7M	71,151	−2,469	TRIM
163	AXQ CAPITAL, LP	$1.7M	70,385	+42,285	ADD
164	PICTON MAHONEY ASSET MANAGEMENT	$1.6M	69,055	+69,055	NEW
165	Blackhawk Capital Partners, LLC	$1.6M	68,028	−8,402	TRIM
166	Sigma Planning Corp	$1.6M	67,747	+407	ADD
167	Legend Capital Advisors LLC	$1.6M	67,195	+67,195	NEW
168	Forty-three Eighteen Advisors, LLC	$1.6M	66,901	+66,901	NEW
169	Schonfeld Strategic Advisors LLC	$1.5M	65,514	+65,514	NEW
170	Retirement Systems of Alabama	$1.5M	65,248	−141	TRIM
171	Beacon Pointe Advisors, LLC	$1.5M	64,154	+16,370	ADD
172	KLP KAPITALFORVALTNING AS	$1.5M	63,100	+2,100	ADD
173	Board of the Pension Protection Fund	$1.5M	63,400	−3,400	TRIM
174	Sumitomo Mitsui DS Asset Management Company, Ltd	$1.5M	62,761	−2,537	TRIM
175	Pictet Asset Management Holding SA	$1.5M	62,349	+3,132	ADD
176	FIL Ltd	$1.4M	60,277	+60,277	NEW
177	UniSuper Management Pty Ltd	$1.4M	59,110	−7,968	TRIM
178	VOYA INVESTMENT MANAGEMENT LLC	$1.4M	57,859	−2,705	TRIM
179	TD ASSET MANAGEMENT INC	$1.3M	53,494	+221	ADD
180	FOUNDATIONS INVESTMENT ADVISORS, LLC	$1.2M	51,519	+4,991	ADD
181	Ethic Inc.	$1.2M	50,914	−1,286	TRIM
182	AUXIER ASSET MANAGEMENT LLC	$1.2M	50,387	−490	TRIM
183	D. E. Shaw & Co., Inc.	$1.2M	49,619	+9,567	ADD
184	Numerai GP LLC	$1.1M	48,431	−10,055	TRIM
185	TRUIST FINANCIAL CORP	$1.1M	48,347	+30,537	ADD
186	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$1.1M	48,321	+48,321	NEW
187	Universal- Beteiligungs- und Servicegesellschaft mbH	$1.1M	47,558	−714	TRIM
188	Kestra Investment Management, LLC	$1.1M	47,201	+47,201	NEW
189	New Age Alpha Advisors, LLC	$1.1M	46,533	−1,543	TRIM
190	Walleye Capital LLC	$1.1M	44,616	+44,612	ADD
191	NEOS Investment Management LLC	$1.1M	44,597	+67	ADD
192	Abundance Wealth Counselors	$1.0M	43,926	+12,017	ADD
193	Ironwood Investment Counsel, LLC	$1.0M	43,921	+2,603	ADD
194	Gold Investment Management Ltd.	$1.0M	43,001	+2,110	ADD
195	FIRST COMMONWEALTH FINANCIAL CORP /PA/	$992K	42,019	+42,019	NEW
196	San Luis Wealth Advisors LLC	$981K	41,535	−202	TRIM
197	Weaver C. Barksdale & Associates, Inc.	$979K	41,347	+2,605	ADD
198	Bridgewater Associates, LP	$961K	40,706	−30,325	TRIM
199	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$950K	40,594	−3,920	TRIM
200	CWM, LLC	$944K	39,978	+2,140	ADD
201	Quantum Portfolio Management LLC	$941K	39,851	+39,851	NEW
202	Sovran Advisors, LLC	$924K	30,834	−4,400	TRIM
203	Vanguard Personalized Indexing Management, LLC	$887K	37,549	+2,942	ADD
204	Atria Investments, Inc	$874K	37,000	−6,823	TRIM
205	Corient Private Wealth LLC	$864K	36,843	−23,043	TRIM
206	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$832K	35,223	0	NO CHANGE
207	Americana Partners, LLC	$831K	35,167	+4,296	ADD
208	Aster Capital Management (DIFC) Ltd	$826K	42,932	+42,932	NEW
209	TEACHER RETIREMENT SYSTEM OF TEXAS	$815K	34,496	+21,240	ADD
210	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$808K	34,201	+3,646	ADD
211	Elo Mutual Pension Insurance Co	$775K	32,816	+12,118	ADD
212	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$772K	32,682	−323	TRIM
213	XTX Topco Ltd	$769K	32,568	−27,113	TRIM
214	QUADRANT CAPITAL GROUP LLC	$753K	31,896	−34	TRIM
215	NATIXIS	$737K	31,190	−43,340	TRIM
216	OSAIC HOLDINGS, INC.	$729K	30,847	−12,021	TRIM
217	Abel Hall, LLC	$720K	30,465	+6,320	ADD
218	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	$706K	29,880	+779	ADD
219	Mirador Capital Partners LP	$704K	29,797	+29,797	NEW
220	Rakuten Investment Management, Inc.	$693K	30,260	+2,846	ADD
221	Sequoia Financial Advisors, LLC	$682K	28,880	−1,227	TRIM
222	D.A. DAVIDSON & CO.	$671K	28,429	−692	TRIM
223	Invst, LLC	$665K	28,155	+28,155	NEW
224	GATEWAY INVESTMENT ADVISERS LLC	$649K	27,479	+9,767	ADD
225	Capital Investment Advisory Services, LLC	$633K	26,785	+1,400	ADD
226	Farmers & Merchants Trust Co of Long Beach	$625K	26,464	0	NO CHANGE
227	Arax Advisory Partners	$624K	26,433	+15,609	ADD
228	Steward Partners Investment Advisory, LLC	$620K	26,239	+6,408	ADD
229	LBP AM SA	$618K	26,169	−2,807	TRIM
230	MGO ONE SEVEN LLC	$612K	25,898	+214	ADD
231	Index Technologies Group LLC	$611K	25,870	+25,870	NEW
232	BANK OF NOVA SCOTIA	$605K	25,605	−283,854	TRIM
233	Guinness Asset Management LTD	$598K	25,329	−273	TRIM
234	Daiwa Securities Group Inc.	$592K	25,044	+1,417	ADD
235	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	$571K	24,162	+24,162	NEW
236	Ensign Peak Advisors, Inc	$569K	24,099	−45,482	TRIM
237	Aberdeen Group plc	$566K	23,965	−188,897	TRIM
238	Global X Japan Co., Ltd.	$557K	23,600	−1,957	TRIM
239	OXFORD ASSET MANAGEMENT LLP	$552K	23,359	+23,359	NEW
240	Brevan Howard Capital Management LP	$549K	23,255	+23,255	NEW
241	SHEPHERD KAPLAN KROCHUK, LLC	$548K	23,209	−122	TRIM
242	INCEPTIONR LLC	$547K	23,155	+23,155	NEW
243	TWINBEECH CAPITAL LP	$536K	22,700	+22,700	NEW
244	Kestra Advisory Services, LLC	$509K	21,561	+2,732	ADD
245	Cherry Creek Investment Advisors, Inc.	$486K	20,578	+103	ADD
246	Independent Advisor Alliance	$484K	20,489	−3,029	TRIM
247	Wakefield Asset Management LLLP	$483K	20,452	+20,452	NEW
248	Freestone Capital Holdings, LLC	$479K	20,283	−1,613	TRIM
249	US BANCORP \DE\	$475K	20,123	+2,622	ADD
250	Empowered Funds, LLC	$472K	19,995	+19,995	NEW
251	BENJAMIN EDWARDS INC	$472K	19,988	+19,988	NEW
252	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$470K	19,915	0	NO CHANGE
253	Machina Capital S.A.S.	$470K	19,909	+564	ADD
254	PARK NATIONAL CORP /OH/	$461K	19,518	−6,194	TRIM
255	OPPENHEIMER & CO INC	$459K	19,434	−1,084	TRIM
256	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$456K	19,304	+7,153	ADD
257	WRIGHT INVESTORS SERVICE INC	$456K	19,290	+116	ADD
258	Jefferies Financial Group Inc.	$451K	19,100	−56,449	TRIM
259	FIRST NATIONAL TRUST CO	$446K	18,880	0	NO CHANGE
260	Norinchukin Bank, The	$445K	18,845	+27	ADD
261	Crossmark Global Holdings, Inc.	$444K	18,779	—	NO PRIOR
262	WHITENER CAPITAL MANAGEMENT, INC.	$443K	18,750	+220	ADD
263	Federation des caisses Desjardins du Quebec	$442K	18,718	−5,639	TRIM
264	MIZUHO SECURITIES USA LLC	$439K	18,575	−3,806	TRIM
265	Cornerstone Wealth Management, LLC	$431K	18,258	+2	ADD
266	Wagner Wealth Management, Corp	$429K	18,176	−1,089	TRIM
267	Capital Investment Counsel, Inc	$419K	17,744	−200	TRIM
268	DnB Asset Management AS	$413K	17,474	+17,474	NEW
269	Allspring Global Investments Holdings, LLC	$411K	17,439	+1,578	ADD
270	HARTFORD INVESTMENT MANAGEMENT CO	$405K	17,140	0	NO CHANGE
271	ASSOCIATED BANC-CORP	$404K	17,085	0	NO CHANGE
272	BNP Paribas Asset Management Holding S.A.	$392K	16,598	−12,434	TRIM
273	Hardy Reed LLC	$381K	16,130	0	NO CHANGE
274	KEYBANK NATIONAL ASSOCIATION/OH	$378K	16,012	+6,168	ADD
275	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$376K	15,898	+15,898	NEW
276	State of Wyoming	$373K	15,812	+15,812	NEW
277	ROCKLAND TRUST CO	$372K	15,737	−308	TRIM
278	STEPHENS INC /AR/	$370K	15,679	−2,376	TRIM
279	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$347K	14,680	−6,937	TRIM
280	Maryland State Retirement & Pension System	$344K	14,555	−2,419	TRIM
281	Ascentis Independent Advisors	$343K	14,527	−84	TRIM
282	NorthRock Partners, LLC	$343K	14,521	+399	ADD
283	iSAM Funds (UK) Ltd	$338K	14,298	+14,298	NEW
284	Utah Retirement Systems	$337K	14,249	−1,998	TRIM
285	MONETA GROUP INVESTMENT ADVISORS LLC	$335K	14,170	+152	ADD
286	Mariner, LLC	$332K	14,051	−42,100	TRIM
287	ING GROEP NV	$330K	13,954	−233	TRIM
288	MIRABELLA FINANCIAL SERVICES LLP	$328K	13,871	+13,871	NEW
289	Concurrent Investment Advisors, LLC	$322K	13,624	+359	ADD
290	Atlantic Union Bankshares Corp	$312K	13,208	+8	ADD
291	HUB Investment Partners, LLC	$308K	13,031	+1,633	ADD
292	MOODY NATIONAL BANK TRUST DIVISION	$301K	12,753	−1,035	TRIM
293	Oak Thistle LLC	$299K	12,674	−29,187	TRIM
294	Mutual Advisors, LLC	$299K	12,665	+1,198	ADD
295	MUFG Securities EMEA plc	$297K	12,572	0	NO CHANGE
296	Jacobi Capital Management LLC	$291K	12,341	+158	ADD
297	OMERS ADMINISTRATION Corp	$291K	12,336	0	NO CHANGE
298	Revisor Wealth Management LLC	$288K	12,137	−1,095	TRIM
299	&PARTNERS	$288K	12,213	+3,184	ADD
300	LGT Group Foundation	$288K	12,190	−2,770	TRIM
301	Annis Gardner Whiting Capital Advisors, LLC	$284K	12,032	+145	ADD
302	JANE STREET GROUP, LLC	$283K	11,989	+2,133	ADD
303	NewEdge Advisors, LLC	$283K	11,986	+11,986	NEW
304	ICON ADVISERS INC/CO	$281K	11,900	+11,900	NEW
305	Sowell Financial Services LLC	$279K	11,809	+11,809	NEW
306	DRW Securities, LLC	$277K	11,716	+2,966	ADD
307	Savvy Advisors, Inc.	$276K	11,667	−1,989	TRIM
308	MML INVESTORS SERVICES, LLC	$273K	11,571	−4,726	TRIM
309	NORTH STAR ASSET MANAGEMENT INC	$271K	11,470	−750	TRIM
310	Polymer Capital Management (US) LLC	$267K	11,307	+11,307	NEW
311	AlphaCore Capital LLC	$266K	11,220	+4,392	ADD
312	Brooklyn Investment Group	$262K	11,098	+11,098	NEW
313	Ashton Thomas Private Wealth, LLC	$261K	11,057	+11,057	NEW
314	Wealthfront Advisers LLC	$260K	11,028	+11,028	NEW
315	ANGELES WEALTH MANAGEMENT, LLC	$258K	10,769	+90	ADD
316	Sound Financial Strategies Group, LLC	$255K	10,808	−15,612	TRIM
317	Manske Wealth Management	$251K	10,638	−100	TRIM
318	Stratos Wealth Partners, LTD.	$250K	10,567	−43,068	TRIM
319	Linden Thomas Advisory Services, LLC	$250K	10,567	−277	TRIM
320	PFG Investments, LLC	$246K	10,422	+1,983	ADD
321	Empirical Finance, LLC	$246K	10,403	−9	TRIM
322	Paragon Capital Management Ltd	$245K	10,388	−422	TRIM
323	Lido Advisors, LLC	$244K	10,194	+395	ADD
324	Simplicity Wealth,LLC	$243K	10,288	+1,009	ADD
325	PATTON FUND MANAGEMENT, INC.	$241K	10,205	0	NO CHANGE
326	MACQUARIE GROUP LTD	$239K	10,139	−2,670	TRIM
327	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$232K	9,831	+9	ADD
328	M&T BANK CORP	$231K	9,787	+9,787	NEW
329	Brand Asset Management Group, Inc.	$229K	9,712	+9,712	NEW
330	IRON Financial LLC	$223K	9,461	+9,461	NEW
331	EXCHANGE TRADED CONCEPTS, LLC	$221K	9,364	−387	TRIM
332	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	$217K	9,191	−2,000	TRIM
333	Vident Advisory, LLC	$217K	9,176	+9,176	NEW
334	BOOTHBAY FUND MANAGEMENT, LLC	$215K	9,117	+9,117	NEW
335	GLENMEDE TRUST CO NA	$215K	9,098	+9,098	NEW
336	Apollon Wealth Management, LLC	$214K	9,078	+9,078	NEW
337	Orion Porfolio Solutions, LLC	$214K	9,070	+9,070	NEW
338	Investment Research Partners LLC	$213K	9,015	+9,015	NEW
339	CREDIT AGRICOLE S A	$212K	8,985	+8,985	NEW
340	North Dakota State Investment Board	$210K	8,880	−1,662	TRIM
341	Composition Wealth, LLC	$208K	8,815	+8,815	NEW
342	Herold Advisors, Inc.	$207K	8,750	0	NO CHANGE
343	Leonteq Securities AG	$201K	8,508	+7,252	ADD
344	MUFG SECURITIES AMERICAS INC.	$201K	8,502	+221	ADD
345	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$200K	8,476	0	NO CHANGE
346	MATHER GROUP, LLC.	$199K	8,445	+8,445	NEW
347	SECURIAN ASSET MANAGEMENT, INC	$195K	8,258	−100	TRIM
348	Korea Investment CORP	$191K	8,069	0	NO CHANGE
349	GROUP ONE TRADING LLC	$180K	7,632	−28,211	TRIM
350	SBI Securities Co., Ltd.	$175K	7,397	−384	TRIM
351	Walleye Trading LLC	$174K	7,370	+7,370	NEW
352	Canada Post Corp Registered Pension Plan	$170K	7,213	0	NO CHANGE
353	FEDERATED HERMES, INC.	$148K	6,257	+4,946	ADD
354	Rockefeller Capital Management L.P.	$146K	6,189	+1,641	ADD
355	Allworth Financial LP	$142K	5,995	+1,538	ADD
356	SIGNATUREFD, LLC	$138K	5,857	+1,570	ADD
357	Tower Research Capital LLC (TRC)	$132K	5,575	−12,382	TRIM
358	TEMA ETFS LLC	$123K	5,200	+21	ADD
359	TD Waterhouse Canada Inc.	$112K	4,747	+4,697	ADD
360	Elevated Capital Advisors, LLC	$109K	4,612	−30,825	TRIM
361	Catherine Avery Investment Management LLC	$90.8K	3,844	−584	TRIM
362	Geneos Wealth Management Inc.	$86.7K	3,671	+400	ADD
363	Caldwell Trust Co	$71.1K	3,009	0	NO CHANGE
364	Ameritas Investment Partners, Inc.	$65.9K	2,792	0	NO CHANGE
365	ASSETMARK, INC	$54.9K	2,325	−22	TRIM
366	Kingdom Financial Group LLC.	$54.4K	2,301	−298	TRIM
367	CNB Bank	$53.6K	2,268	−260	TRIM
368	Deseret Mutual Benefit Administrators	$53.4K	2,260	+1,023	ADD
369	Larson Financial Group LLC	$49.2K	2,084	+692	ADD
370	STOREBRAND ASSET MANAGEMENT AS	$46.5K	1,967	—	NO PRIOR
371	CALDWELL SUTTER CAPITAL, INC.	$44.9K	1,900	0	NO CHANGE
372	Beaird Harris Wealth Management, LLC	$36.6K	1,550	0	NO CHANGE
373	Hilton Head Capital Partners, LLC	$35.4K	1,500	0	NO CHANGE
374	Manchester Capital Management LLC	$33.5K	1,420	0	NO CHANGE
375	Investors Research Corp	$33.1K	1,400	0	NO CHANGE
376	CONSULTIVA WEALTH MANAGEMENT, CORP.	$31.5K	1,334	+18	ADD
377	Smartleaf Asset Management LLC	$30.8K	1,346	−126	TRIM
378	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$30.0K	1,272	−305	TRIM
379	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	$28.4K	1,202	−310	TRIM
380	Parkside Financial Bank & Trust	$26.5K	1,120	+4	ADD
381	Key Capital Management, INC	$26.0K	1,101	+654	ADD
382	Hickory Point Bank & Trust	$23.6K	1,000	+1,000	NEW
383	MAI Capital Management	$23.4K	992	+182	ADD
384	CYBER HORNET ETFs LLC	$19.9K	845	−28	TRIM
385	UMB Bank, n.a.	$18.0K	764	+422	ADD
386	CVA Family Office, LLC	$16.0K	679	+594	ADD
387	Global Trust Asset Management, LLC	$15.9K	675	0	NO CHANGE
388	PRIVATE TRUST CO NA	$15.0K	634	−9	TRIM
389	Generali Asset Management SPA SGR	$14.6K	616	0	NO CHANGE
390	TRUST CO OF TOLEDO NA /OH/	$14.2K	600	0	NO CHANGE
391	True Wealth Design, LLC	$14.0K	594	+73	ADD
392	Clearstead Trust, LLC	$13.4K	567	0	NO CHANGE
393	Owl Creek Wealth Partners LLC	$12.3K	520	—	NO PRIOR
394	Cromwell Holdings LLC	$12.2K	510	0	NO CHANGE
395	EASTERN BANK	$11.8K	500	0	NO CHANGE
396	Axiom Investment Management LLC	$11.8K	500	—	NO PRIOR
397	Millstone Evans Group, LLC	$11.5K	486	0	NO CHANGE
398	JFS WEALTH ADVISORS, LLC	$10.8K	457	+8	ADD
399	Quarry LP	$10.5K	446	−1,612	TRIM
400	Pinnacle Wealth Planning Services, Inc.	$10.1K	428	+14	ADD
401	AMERIFLEX GROUP, INC.	$9.8K	413	+413	NEW
402	Rakuten Securities, Inc.	$8.3K	350	−800	TRIM
403	Legacy Wealth Managment, LLC/ID	$7.7K	328	0	NO CHANGE
404	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	$7.1K	299,843	0	NO CHANGE
405	Key FInancial Inc	$6.9K	291	0	NO CHANGE
406	Decker Retirement Planning Inc.	$6.6K	281	0	NO CHANGE
407	Addison Advisors LLC	$6.1K	259	0	NO CHANGE
408	TOMPKINS FINANCIAL CORP	$5.9K	250	0	NO CHANGE
409	Blue Trust, Inc.	$5.4K	227	+42	ADD
410	FARMERS & MERCHANTS INVESTMENTS INC	$5.1K	215	0	NO CHANGE
411	Triumph Capital Management	$4.8K	200	0	NO CHANGE
412	CENTRAL TRUST Co	$4.7K	200	0	NO CHANGE
413	POM Investment Strategies, LLC	$4.5K	190	0	NO CHANGE
414	Quest 10 Wealth Builders, Inc.	$4.3K	181	0	NO CHANGE
415	Clark Wealth Partners	$3.8K	157	0	NO CHANGE
416	Physician Wealth Advisors, Inc.	$3.7K	157	+99	ADD
417	Greenwich Wealth Management LLC	$3.4K	143,436	−148,880	TRIM
418	CANADA LIFE ASSURANCE Co	$3.3K	141,116	+16,740	ADD
419	ALGERT GLOBAL LLC	$3.2K	133,370	−221,150	TRIM
420	Clearstead Advisors, LLC	$3.0K	125	−685	TRIM
421	BARTLETT & CO. WEALTH MANAGEMENT LLC	$2.7K	92	+5	ADD
422	Treasurer of the State of North Carolina	$2.7K	114,869	−12,393	TRIM
423	Rialto Wealth Management, LLC	$2.4K	101	+29	ADD
424	DANSKE BANK A/S	$2.4K	100	−1,000	TRIM
425	ELEVATION WEALTH PARTNERS, LLC	$2.3K	98	+72	ADD
426	Cassaday & Co Wealth Management LLC	$2.2K	94	+94	NEW
427	Sachetta, LLC	$2.2K	93	+25	ADD
428	Inspire Investing, LLC	$2.2K	93	+7	ADD
429	SJS Investment Consulting Inc.	$2.0K	84	+20	ADD
430	DiNuzzo Private Wealth, Inc.	$1.9K	79	0	NO CHANGE
431	GILPIN WEALTH MANAGEMENT, LLC	$1.8K	77	0	NO CHANGE
432	Jackson Creek Investment Advisors LLC	$1.8K	76,834	+22,354	ADD
433	DekaBank Deutsche Girozentrale	$1.7K	72,275	0	NO CHANGE
434	Spire Wealth Management	$1.6K	68	+44	ADD
435	SHP Wealth Management	$1.5K	62	+62	NEW
436	SouthState Bank Corp	$1.4K	60	−31	TRIM
437	Destiny Wealth Partners, LLC	$1.4K	60	+60	NEW
438	SUMMIT SECURITIES GROUP LLC	$1.2K	51	−3,585	TRIM
439	THRIVENT FINANCIAL FOR LUTHERANS	$1.1K	47,239	−18,175	TRIM
440	Grove Bank & Trust	$1.1K	47	0	NO CHANGE
441	Caitlin John, LLC	$1.1K	45	0	NO CHANGE
442	Kilter Group LLC	$993	42	−10	TRIM
443	Truvestments Capital LLC	$898	38	+38	NEW
444	Clayton Financial Group LLC	$874	37	0	NO CHANGE
445	FOSTER & MOTLEY INC	$873	36,975	+27,787	ADD
446	MV CAPITAL MANAGEMENT, INC.	$851	36	0	NO CHANGE
447	Vermillion Wealth Management, Inc.	$850	36	+36	NEW
448	Activest Wealth Management	$850	36	+21	ADD
449	TFC Financial Management, Inc.	$733	31	−5	TRIM
450	Synergy Investment Management, LLC	$732	31	+31	NEW
451	State of Alaska, Department of Revenue	$720	30,499	0	NO CHANGE
452	West Financial Advisors, LLC	$718	30	−25	TRIM
453	HFM Investment Advisors, LLC	$709	30	−2	TRIM
454	SlateStone Wealth, LLC	$701	29,676	+2,200	ADD
455	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	$670	28,367	0	NO CHANGE
456	Bell Investment Advisors, Inc	$638	27	−32	TRIM
457	Caitong International Asset Management Co., Ltd	$638	27	+27	NEW
458	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	$572	24,207	0	NO CHANGE
459	NATIXIS ADVISORS, LLC	$562	23,801	+2,818	ADD
460	S&CO INC	$549	23,245	−23,250	TRIM
461	FINANCIAL CONSULATE, INC	$473	20	0	NO CHANGE
462	BROWN, LISLE/CUMMINGS, INC.	$472	20	+20	NEW
463	SWAN Capital LLC	$472	20	0	NO CHANGE
464	KBC Group NV	$438	18,556	+1,793	ADD
465	MCGUIRE CAPITAL ADVISORS INC	$418	18	+1	ADD
466	Quaker Wealth Management, LLC	$402	17	+3	ADD
467	iA Global Asset Management Inc.	$391	16,537	+16,537	NEW
468	Vestcor Inc	$378	16,013	−17,083	TRIM
469	Y.D. More Investments Ltd	$359	4,816	+4,594	ADD
470	Abound Wealth Management	$287	12	0	NO CHANGE
471	American Capital Advisory, LLC	$284	12	0	NO CHANGE
472	Dogwood Wealth Management LLC	$236	10	0	NO CHANGE
473	Signature Equity Partners, LLC	$213	9	+9	NEW
474	Transamerica Financial Advisors, LLC	$191	8	−75	TRIM
475	VAN ECK ASSOCIATES CORP	$186	7,891	−629	TRIM
476	Private Wealth Management Group, LLC	$166	7	0	NO CHANGE
477	MidFirst Bank	$142	6	+6	NEW
478	Capital Analysts, LLC	$131	5,558	+66	ADD
479	3 FACTOR INDEXING, LLC	$95	4	—	NO PRIOR
480	South Dakota Investment Council	$93	3,942	0	NO CHANGE
481	HAZLETT, BURT & WATSON, INC.	$12	500	0	NO CHANGE
482	Capital Advisors, Ltd. LLC	$12	519	0	NO CHANGE
483	Smithfield Trust Co	$11	484	0	NO CHANGE
484	Avion Wealth	$0	28	0	NO CHANGE
485	VANGUARD GROUP INC	—	—	−37,109,786	EXIT
486	HARBOUR INVESTMENTS, INC.	—	—	−4,256	EXIT
487	HOWARD HUGHES MEDICAL INSTITUTE	—	—	−66	EXIT
488	ROYAL LONDON ASSET MANAGEMENT LTD	—	—	−219,653	EXIT
489	FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC	—	—	−19,611	EXIT
490	COMERICA BANK	—	—	−158,366	EXIT
491	RENAISSANCE TECHNOLOGIES LLC	—	—	−753,300	EXIT
492	CIBC WORLD MARKETS CORP	—	—	−32,092	EXIT
493	AVIVA PLC	—	—	−11,091	EXIT
494	NOMURA HOLDINGS INC	—	—	−10,702	EXIT
495	ADAGE CAPITAL PARTNERS GP, L.L.C.	—	—	−167,500	EXIT
496	EVERGREEN CAPITAL MANAGEMENT LLC	—	—	−8,441	EXIT
497	Hilltop Holdings Inc.	—	—	−20,530	EXIT
498	CIBC Private Wealth Group LLC	—	—	−21,172	EXIT
499	Cadence Bank	—	—	−433,043	EXIT
500	Magnetar Financial LLC	—	—	−8,987	EXIT

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

Congress ↔ notable managers · BEN

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: 0 — —

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

Notable managers · quarter ended 2026-03-31

Adding: 0 — $0 held
Trimming: 2 Gotham Asset Management, Bridgewater Associates $3.8M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · FRANKLIN RESOURCES INC

Merged timeline of congressional filings and notable-manager moves on BEN
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Gotham Asset Management 13F	TRIM	−1,581 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−30,325 sh

3 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

11 members of Congress disclosed BEN — 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).