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 ↗

Broadridge Financial Solutions Inc - US · Equity · quarter ended 2026-03-31 · 10 members disclosed BR ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 736 holders are listed, largest first: 736
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $14.0B
holders whose share count rose or who opened the position (new + add), by shares: 422
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 154

Holders — quarter ended 2026-03-31

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

13F holders of BR ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$1.8B	11,005,949	+481,311	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$1.2B	7,592,770	—	NO PRIOR
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.0B	6,363,754	—	NO PRIOR
4	STATE STREET CORP	$900M	5,507,746	−487,095	TRIM
5	ALLIANCEBERNSTEIN L.P.	$829M	3,713,490	+66,606	ADD
6	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$549M	3,375,831	+2,665,222	ADD
7	Janus Henderson Group Ltd.	$404M	2,484,197	−150,731	TRIM
8	BARCLAYS PLC	$341M	2,098,938	+90,970	ADD
9	MORGAN STANLEY	$329M	2,026,373	−2,045,808	TRIM
10	Invesco Ltd.	$328M	2,018,494	+471,006	ADD
11	NORTHERN TRUST CORP	$292M	1,795,229	+120,790	ADD
12	AQR CAPITAL MANAGEMENT LLC	$263M	1,620,118	+1,282,877	ADD
13	STIFEL FINANCIAL CORP	$232M	1,427,892	−18,211	TRIM
14	WELLS FARGO & COMPANY/MN	$173M	1,064,602	−22,836	TRIM
15	Amundi	$172M	1,059,021	+426,587	ADD
16	Navera Investment Management Ltd.	$170M	1,044,983	−40,313	TRIM
17	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$168M	1,033,396	+12,100	ADD
18	DIMENSIONAL FUND ADVISORS LP	$165M	1,015,271	+61,404	ADD
19	Mitsubishi UFJ Asset Management Co., Ltd.	$160M	984,588	−881,407	TRIM
20	MILLENNIUM MANAGEMENT LLC	$155M	954,197	+658,095	ADD
21	UBS Group AG	$134M	823,146	+350,761	ADD
22	Legal & General Group Plc	$132M	811,308	−44,302	TRIM
23	NORDEA INVESTMENT MANAGEMENT AB	$114M	700,470	+409,753	ADD
24	APG Asset Management N.V.	$109M	775,505	−108,759	TRIM
25	VANGUARD FIDUCIARY TRUST CO	$109M	672,011	—	NO PRIOR
26	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$98.8M	608,236	+608,236	NEW
27	BANK OF AMERICA CORP /DE/	$92.3M	568,358	−137,235	TRIM
28	DEUTSCHE BANK AG\	$92.0M	566,281	+79,217	ADD
29	Qube Research & Technologies Ltd	$84.6M	520,620	+116,132	ADD
30	ENVESTNET ASSET MANAGEMENT INC	$83.6M	514,497	+514,497	NEW
31	CIBC Bancorp USA Inc.	$74.2M	457,127	—	NO PRIOR
32	CANADA PENSION PLAN INVESTMENT BOARD	$73.7M	453,829	+245,727	ADD
33	BNP Paribas Asset Management Holding S.A.	$69.4M	427,072	+27,533	ADD
34	Corient Private Wealth LLC	$64.8M	397,021	−543,732	TRIM
35	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$62.8M	386,435	+320,022	ADD
36	Nuveen, LLC	$62.1M	381,923	−3,748	TRIM
37	RAYMOND JAMES FINANCIAL INC	$60.2M	370,446	−6,081	TRIM
38	TWO SIGMA INVESTMENTS, LP	$58.9M	362,597	+308,021	ADD
39	LPL Financial LLC	$57.4M	352,969	+18,030	ADD
40	Swiss National Bank	$55.6M	342,500	+22,500	ADD
41	Baird Financial Group, Inc.	$53.7M	330,560	+330,560	NEW
42	SCHWARTZ INVESTMENT COUNSEL INC	$51.3M	315,490	+68,140	ADD
43	EARNEST PARTNERS LLC	$48.4M	298,044	−8,651	TRIM
44	Capital International Investors	$48.4M	297,785	−531,823	TRIM
45	Man Group plc	$45.5M	279,827	+146,138	ADD
46	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$44.5M	273,611	−30,301	TRIM
47	PARNASSUS INVESTMENTS, LLC	$42.1M	258,836	−105,787	TRIM
48	HSBC HOLDINGS PLC	$41.6M	256,335	−197,791	TRIM
49	Vanguard Global Advisers, LLC	$41.6M	255,981	—	NO PRIOR
50	FRANKLIN RESOURCES INC	$39.7M	244,590	−172,598	TRIM
51	Vinva Investment Management Ltd	$39.5M	241,314	+228,421	ADD
52	ROYAL BANK OF CANADA	$39.0M	240,319	+240,319	NEW
53	VANGUARD ASSET MANAGEMENT, Ltd	$37.7M	232,150	—	NO PRIOR
54	CITADEL ADVISORS LLC	$37.6M	231,581	−246,663	TRIM
55	FIRST TRUST ADVISORS LP	$37.0M	227,485	+6,608	ADD
56	National Pension Service	$35.9M	221,131	+221,131	NEW
57	TEACHER RETIREMENT SYSTEM OF TEXAS	$31.5M	193,622	+120,564	ADD
58	BENJAMIN EDWARDS INC	$27.5M	169,150	−6,208	TRIM
59	ANCHOR CAPITAL ADVISORS LLC	$27.3M	168,219	+2,411	ADD
60	Pictet Asset Management Holding SA	$26.8M	164,722	+99,150	ADD
61	Engineers Gate Manager LP	$26.5M	163,392	+163,392	NEW
62	FMR LLC	$26.0M	160,317	+52,720	ADD
63	VICTORY CAPITAL MANAGEMENT INC	$26.0M	159,896	+43,162	ADD
64	ASR Vermogensbeheer N.V.	$25.9M	159,231	+8,633	ADD
65	TUDOR INVESTMENT CORP ET AL	$25.1M	154,410	+107,136	ADD
66	PRINCIPAL FINANCIAL GROUP INC	$24.4M	150,280	−131,872	TRIM
67	CITIGROUP INC	$23.2M	142,528	+49,054	ADD
68	Aberdeen Group plc	$23.1M	142,367	−1,510	TRIM
69	AMERICAN CENTURY COMPANIES INC	$22.9M	140,797	−91,664	TRIM
70	ZACKS INVESTMENT MANAGEMENT	$22.6M	139,375	+470	ADD
71	Focus Partners Wealth	$22.5M	138,021	−87,942	TRIM
72	Assenagon Asset Management S.A.	$21.6M	132,831	+127,473	ADD
73	MACKENZIE FINANCIAL CORP	$19.7M	121,075	+25,744	ADD
74	NATIXIS	$19.6M	120,376	+75,467	ADD
75	BANK OF MONTREAL /CAN/	$19.4M	119,386	+14,930	ADD
76	Universal- Beteiligungs- und Servicegesellschaft mbH	$18.9M	116,404	+12,138	ADD
77	Zurcher Kantonalbank (Zurich Cantonalbank)	$18.9M	116,353	+116,353	NEW
78	OSAIC HOLDINGS, INC.	$18.9M	116,125	+4,367	ADD
79	Eurizon Capital SGR S.p.A.	$18.6M	114,663	+28,473	ADD
80	ROYAL LONDON ASSET MANAGEMENT LTD	$18.2M	112,202	0	NO CHANGE
81	EP Wealth Advisors, LLC	$18.2M	111,921	+8,090	ADD
82	Mirae Asset Global Investments Co., Ltd.	$17.5M	107,741	+85,535	ADD
83	Korea Investment CORP	$17.5M	107,688	+25,428	ADD
84	TD ASSET MANAGEMENT INC	$17.0M	104,783	+7,339	ADD
85	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$16.8M	103,638	+103,638	NEW
86	Gotham Asset Management, LLC	$16.8M	103,499	+35,210	ADD
87	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$16.8M	103,194	0	NO CHANGE
88	STOREBRAND ASSET MANAGEMENT AS	$15.0M	92,460	—	NO PRIOR
89	COMMERCE BANK	$14.5M	89,549	+38,000	ADD
90	Distillate Capital Partners LLC	$14.4M	88,404	+88,404	NEW
91	Andra AP-fonden	$14.1M	86,900	+22,600	ADD
92	EULAV Asset Management	$14.0M	86,000	0	NO CHANGE
93	Aptus Capital Advisors, LLC	$13.7M	84,029	−40,924	TRIM
94	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$13.6M	83,642	+39,500	ADD
95	SEI INVESTMENTS CO	$13.4M	82,393	+20,982	ADD
96	Quantinno Capital Management LP	$13.4M	82,252	−34,199	TRIM
97	ADAGE CAPITAL PARTNERS GP, L.L.C.	$13.4M	82,200	+800	ADD
98	Allianz Asset Management GmbH	$13.2M	81,547	+58,941	ADD
99	Swiss Life Asset Management Ltd	$12.7M	78,035	+42,091	ADD
100	ASSETMARK, INC	$12.6M	77,620	+34,658	ADD
101	Running Oak Capital LLC	$12.5M	76,849	+10,089	ADD
102	Hendershot Investments Inc.	$11.7M	72,218	+72,218	NEW
103	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$11.5M	70,679	+23,659	ADD
104	Squarepoint Ops LLC	$11.4M	70,410	+47,918	ADD
105	Aware Super Pty Ltd as trustee of Aware Super	$11.4M	69,979	—	NO PRIOR
106	VOYA INVESTMENT MANAGEMENT LLC	$11.2M	69,052	+14,045	ADD
107	Addenda Capital Inc.	$11.1M	67,918	+1,689	ADD
108	Moran Wealth Management, LLC	$11.1M	68,105	+68,105	NEW
109	STATE OF WISCONSIN INVESTMENT BOARD	$10.8M	66,522	+1,217	ADD
110	CIBC Asset Management Inc	$10.8M	66,243	−11,635	TRIM
111	FIFTH THIRD BANCORP	$10.5M	64,604	+43,048	ADD
112	Mariner, LLC	$10.4M	64,271	+34,208	ADD
113	MCRAE CAPITAL MANAGEMENT INC	$10.2M	62,772	+6,909	ADD
114	MATTERN CAPITAL MANAGEMENT, LLC	$10.2M	62,643	+18,333	ADD
115	TRUIST FINANCIAL CORP	$10.1M	62,007	−2,655	TRIM
116	Cerity Partners LLC	$10.0M	61,806	+41,092	ADD
117	TWINBEECH CAPITAL LP	$10.0M	61,683	+61,683	NEW
118	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$9.9M	60,985	+41,425	ADD
119	LBP AM SA	$9.8M	60,215	−6,168	TRIM
120	Vanguard Investments Australia, Ltd.	$9.5M	58,473	—	NO PRIOR
121	KING LUTHER CAPITAL MANAGEMENT CORP	$9.4M	57,581	−199,524	TRIM
122	Chevy Chase Trust Holdings, LLC	$9.3M	57,517	−1,714	TRIM
123	ProShare Advisors LLC	$9.1M	56,248	+5,427	ADD
124	FIRST NATIONAL BANK OF OMAHA	$9.1M	56,092	+3,454	ADD
125	PRUDENTIAL FINANCIAL INC	$9.0M	55,293	−1,271	TRIM
126	ICICI Prudential Asset Management Co Ltd	$8.9M	54,650	+20,800	ADD
127	Crossmark Global Holdings, Inc.	$8.9M	54,584	—	NO PRIOR
128	Asset Management One Co., Ltd.	$8.9M	54,551	−297	TRIM
129	Qsemble Capital Management, LP	$8.7M	53,813	+53,813	NEW
130	Tidal Investments LLC	$8.6M	52,640	+52,640	NEW
131	ExodusPoint Capital Management, LP	$8.5M	52,336	+21,800	ADD
132	GHP Investment Advisors, Inc.	$8.5M	52,021	−5,835	TRIM
133	Creative Planning	$8.4M	51,657	+19,664	ADD
134	Varma Mutual Pension Insurance Co	$8.3M	50,900	−15,000	TRIM
135	UNIVEST FINANCIAL Corp	$8.2M	50,636	+50,636	NEW
136	Advisors Asset Management, Inc.	$8.2M	50,210	−7,254	TRIM
137	Investment Management Corp of Ontario	$8.1M	49,741	+38,610	ADD
138	Empowered Funds, LLC	$7.9M	48,430	+11,152	ADD
139	Tredje AP-fonden	$7.3M	44,849	+35,481	ADD
140	US BANCORP \DE\	$7.1M	43,599	−2,214	TRIM
141	NOVARE CAPITAL MANAGEMENT LLC	$6.8M	41,603	+41,603	NEW
142	Danica Pension, Livsforsikringsaktieselskab	$6.6M	40,535	+40,535	NEW
143	Signal Advisors Wealth, LLC	$6.6M	40,519	+3,613	ADD
144	Y-Intercept (Hong Kong) Ltd	$6.5M	40,211	+22,272	ADD
145	NOMURA ASSET MANAGEMENT CO LTD	$6.4M	39,354	+350	ADD
146	Crown Oak Advisors, LLC	$6.2M	38,414	+794	ADD
147	Resona Asset Management Co.,Ltd.	$6.2M	38,206	+2,125	ADD
148	State of New Jersey Common Pension Fund D	$6.2M	37,965	0	NO CHANGE
149	Vision Capital Management, Inc.	$6.2M	37,898	+167	ADD
150	Lansforsakringar Fondforvaltning AB (publ)	$6.1M	37,379	+17	ADD
151	Cetera Investment Advisers	$6.0M	37,127	−658	TRIM
152	XTX Topco Ltd	$5.8M	35,699	+35,699	NEW
153	New Age Alpha Advisors, LLC	$5.8M	35,631	−1,280	TRIM
154	EFG International AG	$5.8M	35,614	+1,508	ADD
155	SEB Asset Management AB	$5.7M	35,091	—	NO PRIOR
156	HighTower Advisors, LLC	$5.7M	35,037	−8,540	TRIM
157	Northstar Group, Inc.	$5.7M	34,790	−626	TRIM
158	TORONTO DOMINION BANK	$5.6M	34,647	−30,933	TRIM
159	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$5.6M	36,977	+140	ADD
160	XPONANCE LLC	$5.4M	33,262	+2,724	ADD
161	LEVEL FOUR ADVISORY SERVICES, LLC	$5.4M	33,190	+8,683	ADD
162	NATIONAL BANK OF CANADA /FI/	$5.3M	32,848	−135,572	TRIM
163	MML INVESTORS SERVICES, LLC	$5.3M	32,806	−7,430	TRIM
164	CWM, LLC	$5.3M	32,512	+24,635	ADD
165	Marks Group Wealth Management, Inc	$5.2M	32,159	−1,020	TRIM
166	Swedbank AB	$5.2M	31,911	0	NO CHANGE
167	Czech National Bank	$5.2M	31,796	+1,016	ADD
168	Arizona State Retirement System	$5.2M	31,720	−308	TRIM
169	EVEXIA WEALTH LLC	$5.1M	32,725	+10,543	ADD
170	Rockefeller Capital Management L.P.	$5.1M	31,647	−2,746	TRIM
171	Berger Financial Group, Inc	$5.1M	31,343	+31,343	NEW
172	WESTPAC BANKING CORP	$5.0M	31,062	+19,690	ADD
173	CITIZENS FINANCIAL GROUP INC/RI	$5.0M	30,567	−88,811	TRIM
174	STATE OF MICHIGAN RETIREMENT SYSTEM	$4.9M	30,460	−100	TRIM
175	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$4.9M	30,014	−11,762	TRIM
176	Bryn Mawr Trust Advisors, LLC	$4.7M	29,207	+5,343	ADD
177	KESTRA PRIVATE WEALTH SERVICES, LLC	$4.7M	29,048	+155	ADD
178	USS Investment Management Ltd	$4.7M	28,820	+7,050	ADD
179	BROWN ADVISORY INC	$4.6M	28,257	+796	ADD
180	BRADY FAMILY WEALTH, LLC	$4.5M	27,785	+2,182	ADD
181	MAI Capital Management	$4.5M	27,485	−8,010	TRIM
182	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$4.4M	27,196	+44	ADD
183	Walleye Capital LLC	$4.4M	27,164	+27,164	NEW
184	IEQ CAPITAL, LLC	$4.4M	27,048	+23,502	ADD
185	IFM Investors Pty Ltd	$4.4M	26,911	−2,524	TRIM
186	Mitsubishi UFJ Trust & Banking Corp	$4.2M	26,129	+23,714	ADD
187	Counterpoint Mutual Funds LLC	$4.2M	25,917	+25,917	NEW
188	MERCER GLOBAL ADVISORS INC /ADV	$4.2M	25,753	+10,738	ADD
189	CREDIT AGRICOLE S A	$4.1M	25,245	+837	ADD
190	Daiwa Securities Group Inc.	$4.1M	25,199	+1,149	ADD
191	Retirement Systems of Alabama	$4.0M	24,792	−41	TRIM
192	Robeco Institutional Asset Management B.V.	$4.0M	24,749	+363	ADD
193	M&T BANK CORP	$4.0M	24,448	−398	TRIM
194	Pathstone Holdings, LLC	$4.0M	24,398	+1,519	ADD
195	FIRST FOUNDATION ADVISORS	$3.8M	23,620	+23,620	NEW
196	Occidental Asset Management, LLC	$3.8M	23,371	+23,371	NEW
197	Tactive Advisors, LLC	$3.8M	23,340	+23,340	NEW
198	Hamilton Point Investment Advisors, LLC	$3.8M	23,060	−88	TRIM
199	BLAIR WILLIAM & CO/IL	$3.7M	23,049	−8,099	TRIM
200	Woodline Partners LP	$3.7M	22,867	+2,951	ADD
201	Oak Thistle LLC	$3.7M	22,644	+14,602	ADD
202	CAXTON ASSOCIATES LLP	$3.7M	22,592	+22,592	NEW
203	HORIZON KINETICS ASSET MANAGEMENT LLC	$3.6M	22,176	+1,753	ADD
204	BONTEMPO OHLY CAPITAL MGMT LLC	$3.5M	21,726	+2,831	ADD
205	GRIFFIN ASSET MANAGEMENT, INC.	$3.5M	21,408	+61	ADD
206	Bell Asset Management Ltd	$3.4M	20,753	+2,976	ADD
207	COMMONWEALTH EQUITY SERVICES, LLC	$3.4M	20,737	−1,732	TRIM
208	Stratos Wealth Partners, LTD.	$3.1M	19,143	−527	TRIM
209	BURNEY CO/	$3.1M	19,122	−123	TRIM
210	Utah Retirement Systems	$3.1M	18,917	−334	TRIM
211	Voleon Capital Management LP	$3.1M	18,818	+18,818	NEW
212	PUBLIC SECTOR PENSION INVESTMENT BOARD	$3.0M	18,769	+3,629	ADD
213	Suncoast Equity Management	$3.0M	18,437	−9,110	TRIM
214	Vanguard Personalized Indexing Management, LLC	$3.0M	18,255	+3,525	ADD
215	OCCUDO QUANTITATIVE STRATEGIES LP	$3.0M	19,183	+19,183	NEW
216	BANK OF NOVA SCOTIA	$2.9M	18,142	−2,077	TRIM
217	NORTHSTAR ASSET MANAGEMENT INC	$2.9M	17,796	−14,312	TRIM
218	Wilmington Savings Fund Society, FSB	$2.9M	17,793	+2,058	ADD
219	Ensign Peak Advisors, Inc	$2.9M	17,754	−1,895	TRIM
220	Rakuten Investment Management, Inc.	$2.9M	17,620	+2,028	ADD
221	Railway Pension Investments Ltd	$2.9M	17,700	0	NO CHANGE
222	PARSONS CAPITAL MANAGEMENT INC/RI	$2.9M	17,563	+212	ADD
223	&PARTNERS	$2.8M	17,498	+17,498	NEW
224	Steward Partners Investment Advisory, LLC	$2.8M	17,474	−492	TRIM
225	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$2.8M	17,334	+387	ADD
226	Bleakley Financial Group, LLC	$2.8M	17,141	+1,552	ADD
227	Callan Family Office, LLC	$2.8M	17,038	+1,531	ADD
228	Security National Bank	$2.8M	17,018	−80	TRIM
229	Strong Retirement Solutions LLC	$2.7M	16,792	+4,910	ADD
230	NEOS Investment Management LLC	$2.7M	16,759	+1,693	ADD
231	FORA Capital, LLC	$2.6M	16,163	+16,163	NEW
232	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$2.6M	16,087	−4,589	TRIM
233	Merit Financial Group, LLC	$2.6M	16,074	+6,235	ADD
234	Candriam S.C.A.	$2.6M	16,045	0	NO CHANGE
235	Sanctuary Advisors, LLC	$2.6M	15,826	+1,347	ADD
236	Atria Investments, Inc	$2.6M	15,777	−10,749	TRIM
237	NISSAY ASSET MANAGEMENT CORP /JAPAN	$2.5M	15,501	+224	ADD
238	CVFG LLC	$2.5M	15,157	+15,157	NEW
239	Elo Mutual Pension Insurance Co	$2.5M	15,092	−9,765	TRIM
240	Sumitomo Mitsui DS Asset Management Company, Ltd	$2.5M	15,085	−5,054	TRIM
241	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$2.4M	15,051	+10,437	ADD
242	NewEdge Advisors, LLC	$2.4M	15,012	+15,012	NEW
243	GUARDIAN WEALTH ADVISORS, LLC / NC	$2.4M	14,797	+136	ADD
244	Birch Hill Investment Advisors LLC	$2.4M	14,795	+5,882	ADD
245	SCHRODER INVESTMENT MANAGEMENT GROUP	$2.4M	14,463	−20,384	TRIM
246	OPPENHEIMER ASSET MANAGEMENT INC.	$2.3M	14,142	+1,878	ADD
247	UniSuper Management Pty Ltd	$2.3M	14,108	+668	ADD
248	Edgestream Partners, L.P.	$2.2M	13,716	+13,716	NEW
249	Modern Wealth Management, LLC	$2.2M	13,843	−299	TRIM
250	Concurrent Investment Advisors, LLC	$2.2M	13,534	−3,512	TRIM
251	COLDSTREAM CAPITAL MANAGEMENT INC	$2.2M	13,466	+2,594	ADD
252	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.2M	13,383	+13,383	NEW
253	INTRUST BANK NA	$2.2M	13,324	−1,299	TRIM
254	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$2.1M	13,023	+7,887	ADD
255	First National Advisers, LLC	$2.1M	12,971	−726	TRIM
256	R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC	$2.1M	12,900	0	NO CHANGE
257	QUADRANT CAPITAL GROUP LLC	$2.1M	12,893	+9,433	ADD
258	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$2.1M	12,800	+1,100	ADD
259	MACQUARIE GROUP LTD	$2.1M	12,771	−11,092	TRIM
260	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.0M	12,421	−117	TRIM
261	OP Asset Management Ltd	$2.0M	12,292	—	NO PRIOR
262	PINNACLE ASSOCIATES LTD	$2.0M	12,071	0	NO CHANGE
263	DAVENPORT & Co LLC	$1.9M	11,863	+10,119	ADD
264	Roundview Capital LLC	$1.9M	11,739	−1,615	TRIM
265	Summit Trail Advisors, LLC	$1.9M	11,504	+6,950	ADD
266	HBK Sorce Advisory LLC	$1.9M	12,403	−985	TRIM
267	FLPUTNAM INVESTMENT MANAGEMENT CO	$1.9M	11,389	−1,202	TRIM
268	AXQ CAPITAL, LP	$1.8M	11,367	+8,177	ADD
269	FEDERATED HERMES, INC.	$1.8M	11,232	−41,927	TRIM
270	Kestra Advisory Services, LLC	$1.8M	11,103	−807	TRIM
271	Siemens Fonds Invest GmbH	$1.8M	11,013	0	NO CHANGE
272	FIDUCIARY TRUST CO	$1.8M	11,001	+873	ADD
273	Apollon Wealth Management, LLC	$1.8M	10,982	−30,859	TRIM
274	WEALTHEDGE INVESTMENT ADVISORS, LLC	$1.8M	10,865	+10,865	NEW
275	Kintegral Advisory, LLC	$1.7M	10,704	−475	TRIM
276	QRG CAPITAL MANAGEMENT, INC.	$1.7M	10,737	+10,737	NEW
277	PANAGORA ASSET MANAGEMENT INC	$1.7M	10,628	+18	ADD
278	Machina Capital S.A.S.	$1.7M	10,538	+3,868	ADD
279	Mraz, Amerine & Associates, Inc.	$1.7M	10,499	+10,499	NEW
280	NAPLES GLOBAL ADVISORS, LLC	$1.7M	10,119	+1,833	ADD
281	Tower Research Capital LLC (TRC)	$1.6M	9,962	+6,759	ADD
282	ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC	$1.6M	9,956	−418	TRIM
283	AIGEN INVESTMENT MANAGEMENT, LP	$1.6M	9,883	+9,883	NEW
284	REGIONS FINANCIAL CORP	$1.6M	9,736	−1,287	TRIM
285	Lido Advisors, LLC	$1.6M	9,556	−16,502	TRIM
286	Sivia Capital Partners, LLC	$1.6M	9,551	+9,551	NEW
287	Millington Financial Advisors, LLC	$1.5M	9,905	+139	ADD
288	WELLINGTON MANAGEMENT GROUP LLP	$1.5M	9,392	+1,282	ADD
289	Schonfeld Strategic Advisors LLC	$1.5M	9,249	+9,249	NEW
290	Equitable Holdings, Inc.	$1.5M	8,022	+5,401	ADD
291	TWO SIGMA SECURITIES, LLC	$1.5M	9,057	+9,057	NEW
292	Avanza Fonder AB	$1.5M	8,940	0	NO CHANGE
293	PRUDENTIAL PLC	$1.4M	8,881	−11,430	TRIM
294	Fideuram Asset Management (Ireland) dac	$1.4M	6,544	+6,512	ADD
295	Prospera Financial Services Inc	$1.4M	8,812	+4,033	ADD
296	Lantz Financial LLC	$1.4M	8,807	−388	TRIM
297	Zurich Insurance Group Ltd/FI	$1.4M	8,700	0	NO CHANGE
298	Bank Julius Baer & Co. Ltd, Zurich	$1.4M	8,611	−7,513	TRIM
299	PRINCIPAL SECURITIES, INC.	$1.4M	8,632	+2,163	ADD
300	Lee Financial Co	$1.4M	8,613	+1,167	ADD
301	Norinchukin Bank, The	$1.4M	8,428	+20	ADD
302	ALPS ADVISORS INC	$1.3M	8,304	+576	ADD
303	Generali Asset Management SPA SGR	$1.3M	8,234	−8,601	TRIM
304	Kesler, Norman & Wride, LLC	$1.3M	8,156	+1,067	ADD
305	SummitTX Capital, L.P.	$1.3M	8,153	+8,153	NEW
306	Nicholson Wealth Management Group, LLC	$1.3M	8,045	+510	ADD
307	Wealthfront Advisers LLC	$1.3M	8,039	−6,327	TRIM
308	Simplicity Wealth,LLC	$1.3M	7,926	+1,506	ADD
309	HUB Investment Partners, LLC	$1.3M	7,888	−593	TRIM
310	Bridgefront Capital, LLC	$1.3M	7,798	+7,798	NEW
311	Koshinski Asset Management, Inc.	$1.2M	7,677	+839	ADD
312	Rafferty Asset Management, LLC	$1.2M	7,599	−2,800	TRIM
313	Sentry LLC	$1.2M	7,388	−560	TRIM
314	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$1.2M	7,368	+7,368	NEW
315	World Investment Advisors	$1.2M	7,355	+2,257	ADD
316	JOHNSON INVESTMENT COUNSEL INC	$1.2M	7,345	−8	TRIM
317	Knollwood Investment Advisory, LLC	$1.2M	7,343	0	NO CHANGE
318	1832 Asset Management L.P.	$1.2M	7,274	−320	TRIM
319	STEPHENS INC /AR/	$1.2M	6,660	+1,228	ADD
320	FIRST NATIONAL TRUST CO	$1.2M	7,200	−1	TRIM
321	Sierra Legacy Group	$1.2M	7,176	+5,176	ADD
322	INTECH INVESTMENT MANAGEMENT LLC	$1.2M	7,124	+1,781	ADD
323	LAZARD ASSET MANAGEMENT LLC	$1.2M	7,099	+7,099	NEW
324	MIZUHO SECURITIES USA LLC	$1.1M	7,058	−1,441	TRIM
325	BOYAR ASSET MANAGEMENT INC.	$1.1M	7,053	0	NO CHANGE
326	Atlantic Union Bankshares Corp	$1.1M	7,037	0	NO CHANGE
327	RWA WEALTH PARTNERS, LLC	$1.1M	7,019	−139	TRIM
328	Dai-ichi Life Insurance Company, Ltd	$1.1M	6,928	+787	ADD
329	ABN AMRO INVESTMENT SOLUTIONS	$1.1M	6,789	+596	ADD
330	Trueblood Wealth Management, LLC	$1.1M	6,559	−173	TRIM
331	Brevan Howard Capital Management LP	$1.0M	6,439	+2,003	ADD
332	Jacobi Capital Management LLC	$1.0M	6,417	+2,622	ADD
333	Investors Research Corp	$1.0M	6,350	+6,298	ADD
334	BOOTHBAY FUND MANAGEMENT, LLC	$1.0M	6,220	+3,269	ADD
335	JANE STREET GROUP, LLC	$995K	6,121	+2,262	ADD
336	Aquatic Capital Management LLC	$992K	6,106	−4,836	TRIM
337	Metis Global Partners, LLC	$992K	6,104	−412	TRIM
338	Board of the Pension Protection Fund	$975K	6,000	+5,900	ADD
339	HB Wealth Management, LLC	$965K	5,938	+786	ADD
340	Western Wealth Management, LLC	$959K	5,902	+5,902	NEW
341	Summit Financial, LLC	$957K	5,852	+84	ADD
342	Cannell & Spears LLC	$956K	5,885	+8	ADD
343	CRAWFORD INVESTMENT COUNSEL INC	$956K	5,881	−100	TRIM
344	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$955K	5,879	+5,274	ADD
345	SNS Financial Group, LLC	$949K	5,804	+238	ADD
346	Allspring Global Investments Holdings, LLC	$942K	5,887	+137	ADD
347	OSSIAM	$935K	5,757	+1,589	ADD
348	Brooklyn Investment Group	$933K	5,744	+3,665	ADD
349	Federation des caisses Desjardins du Quebec	$932K	5,737	−21,078	TRIM
350	Advocacy Wealth Management, LLC	$931K	5,732	+1,353	ADD
351	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$921K	5,667	+393	ADD
352	Maryland State Retirement & Pension System	$920K	5,664	0	NO CHANGE
353	TCTC Holdings, LLC	$909K	5,597	+50	ADD
354	Beacon Pointe Advisors, LLC	$909K	5,592	+3,949	ADD
355	Vident Advisory, LLC	$908K	5,591	+859	ADD
356	INCEPTIONR LLC	$906K	5,579	+5,579	NEW
357	OMERS ADMINISTRATION Corp	$900K	5,539	+1,314	ADD
358	Ashton Thomas Private Wealth, LLC	$878K	5,404	−2,677	TRIM
359	Illinois Municipal Retirement Fund	$874K	5,381	−2,535	TRIM
360	Vise Technologies, Inc.	$862K	3,863	0	NO CHANGE
361	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$855K	5,262	+5,262	NEW
362	Laird Norton Wetherby Trust Company, LLC	$841K	5,143	−3,078	TRIM
363	Curi Capital, LLC	$832K	5,104	+3,431	ADD
364	Biltmore Family Office, LLC	$830K	5,080	+1,050	ADD
365	BHK Investment Advisors, LLC	$813K	5,003	+1,932	ADD
366	Independent Advisor Alliance	$813K	5,003	−12,993	TRIM
367	OFI INVEST ASSET MANAGEMENT	$810K	4,984	+1,239	ADD
368	iSAM Funds (UK) Ltd	$796K	4,900	+1,981	ADD
369	MUFG Securities EMEA plc	$777K	4,785	0	NO CHANGE
370	FIRST CITIZENS BANK & TRUST CO	$774K	4,763	−982	TRIM
371	XXI WEALTH, LLC	$767K	4,720	−1,218	TRIM
372	Envestnet Portfolio Solutions, Inc.	$764K	4,704	+4,704	NEW
373	Union Bancaire Privee, UBP SA	$763K	4,925	+1,393	ADD
374	Osmosis Investment Management UK Ltd	$759K	4,646	+1,148	ADD
375	Buttonwood Financial Advisors Inc.	$746K	4,594	+4,594	NEW
376	PFG Investments, LLC	$745K	4,587	+345	ADD
377	Savant Capital, LLC	$740K	4,557	−451	TRIM
378	Quadrature Capital Ltd	$731K	4,501	+4,501	NEW
379	Sequoia Financial Advisors, LLC	$723K	4,450	+1,204	ADD
380	East Coast Asset Management, LLC.	$721K	4,438	0	NO CHANGE
381	Waverly Advisors, LLC	$717K	4,414	+2,313	ADD
382	Orion Porfolio Solutions, LLC	$711K	4,374	−7,575	TRIM
383	TOKIO MARINE ASSET MANAGEMENT CO LTD	$694K	4,273	0	NO CHANGE
384	Ballentine Partners, LLC	$693K	4,267	+2,457	ADD
385	Vestmark Advisory Solutions, Inc.	$673K	4,140	−1,872	TRIM
386	Focus Partners Advisor Solutions, LLC	$672K	4,136	+4,136	NEW
387	Morningstar Investment Management LLC	$668K	4,114	+1,212	ADD
388	Bank OZK	$650K	4,000	0	NO CHANGE
389	Vanguard National Trust Co	$650K	4,000	—	NO PRIOR
390	NOMURA HOLDINGS INC	$649K	3,997	+2,049	ADD
391	Polymer Capital Management (US) LLC	$649K	3,994	+3,994	NEW
392	Coastal Bridge Advisors, LLC	$646K	3,975	−23	TRIM
393	RITHOLTZ WEALTH MANAGEMENT	$641K	3,945	+1,640	ADD
394	Empirical Finance, LLC	$639K	3,934	−4	TRIM
395	Larson Financial Group LLC	$638K	3,924	+2,925	ADD
396	Nordwand Advisors, LLC	$634K	3,903	−13,632	TRIM
397	WELCH & FORBES LLC	$634K	3,900	0	NO CHANGE
398	ABLE Financial Group, LLC	$630K	3,875	+536	ADD
399	DT Investment Partners, LLC	$629K	3,870	0	NO CHANGE
400	Lord & Richards Wealth Management, LLC	$617K	3,798	+45	ADD
401	OPPENHEIMER & CO INC	$612K	3,766	−193	TRIM
402	KEYBANK NATIONAL ASSOCIATION/OH	$609K	3,751	+297	ADD
403	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$607K	3,736	+6	ADD
404	BUCKHEAD CAPITAL MANAGEMENT LLC	$585K	3,599	0	NO CHANGE
405	Cynosure Group, LLC	$584K	3,592	−1,920	TRIM
406	Accredited Investors Inc.	$583K	3,587	−68	TRIM
407	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$582K	3,583	−8	TRIM
408	United Advisor Group, LLC	$581K	3,578	+285	ADD
409	Atlas Legacy Advisors, LLC	$574K	3,534	+90	ADD
410	Meiji Yasuda Asset Management Co Ltd.	$567K	3,487	+685	ADD
411	MISSION WEALTH MANAGEMENT, LP	$553K	3,403	+86	ADD
412	North Dakota State Investment Board	$547K	3,368	−628	TRIM
413	Smallwood Wealth Investment Management, LLC	$547K	3,363	−402	TRIM
414	Graham Capital Management, L.P.	$546K	3,359	+1,708	ADD
415	Mirabaud Asset Management Ltd	$546K	3,338	−5,269	TRIM
416	EXCHANGE TRADED CONCEPTS, LLC	$544K	3,347	+1,307	ADD
417	Meeder Advisory Services, Inc.	$540K	3,321	+500	ADD
418	CHOREO, LLC	$537K	3,283	+3,283	NEW
419	D.B. Root & Company, LLC	$536K	3,300	+60	ADD
420	MCF Advisors LLC	$535K	3,275	—	NO PRIOR
421	CWS Financial Advisors, LLC	$534K	3,286	+233	ADD
422	Triangle Securities Wealth Management	$531K	3,270	−486	TRIM
423	JACOBS LEVY EQUITY MANAGEMENT, INC	$527K	3,246	0	NO CHANGE
424	Caprock Group, LLC	$520K	3,172	+1,374	ADD
425	Bridgewater Advisors Inc.	$511K	3,614	+53	ADD
426	SECURIAN ASSET MANAGEMENT, INC	$510K	3,140	0	NO CHANGE
427	EVOLVE PRIVATE WEALTH, LLC	$493K	3,034	+727	ADD
428	Legacy Capital Wealth Partners, LLC	$490K	3,014	+101	ADD
429	Blueshift Asset Management, LLC	$483K	2,972	+2,972	NEW
430	Mutual Advisors, LLC	$471K	2,897	+359	ADD
431	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$458K	2,820	−1,061	TRIM
432	Premier Path Wealth Partners, LLC	$458K	2,819	+2,819	NEW
433	Rehmann Capital Advisory Group	$457K	2,811	+695	ADD
434	Gibbs Wealth Management	$457K	2,811	+412	ADD
435	Vontobel Holding Ltd.	$455K	2,801	−95	TRIM
436	Clarus Group, Inc.	$452K	2,780	+11	ADD
437	Gallacher Capital Management LLC	$448K	2,759	+2,759	NEW
438	EVERGREEN CAPITAL MANAGEMENT LLC	$441K	2,703	+1,230	ADD
439	First Heartland Consultants, Inc.	$437K	2,688	+19	ADD
440	WealthTrust Axiom LLC	$436K	2,681	0	NO CHANGE
441	Brown Miller Wealth Management, LLC	$432K	2,661	+53	ADD
442	Jefferies Financial Group Inc.	$425K	2,614	+2,614	NEW
443	Allworth Financial LP	$421K	2,588	−30,560	TRIM
444	GATEWAY INVESTMENT ADVISERS LLC	$418K	2,574	+744	ADD
445	NewEdge Wealth, LLC	$418K	2,573	−2,328	TRIM
446	ARWA LLC	$411K	2,654	−2,828	TRIM
447	SWMG, LLC	$401K	2,466	−1,533	TRIM
448	Tyche Wealth Partners LLC	$399K	2,457	+9	ADD
449	NorthCrest Asset Manangement, LLC	$398K	2,471	+2,471	NEW
450	Segment Wealth Management, LLC	$394K	2,425	+54	ADD
451	Composition Wealth, LLC	$392K	2,413	+199	ADD
452	Sunburst Financial Group, LLC	$388K	2,388	+514	ADD
453	Baker Avenue Asset Management, LP	$386K	2,375	−139	TRIM
454	MIRABELLA FINANCIAL SERVICES LLP	$385K	2,372	+2,372	NEW
455	CHICAGO TRUST Co NA	$384K	2,364	−368	TRIM
456	SeaBridge Investment Advisors LLC	$381K	2,344	0	NO CHANGE
457	Walleye Trading LLC	$379K	2,335	+2,335	NEW
458	ROCKLAND TRUST CO	$378K	2,328	−105	TRIM
459	MATHER GROUP, LLC.	$377K	2,320	+300	ADD
460	DIVIDEND ASSETS CAPITAL, LLC	$376K	2,313	0	NO CHANGE
461	SILVER OAK SECURITIES, INCORPORATED	$368K	2,267	+402	ADD
462	SIGNATUREFD, LLC	$365K	2,249	+334	ADD
463	Compound Planning, Inc.	$359K	2,208	−3,361	TRIM
464	Chicago Partners Investment Group LLC	$359K	2,232	+1,065	ADD
465	Compass Ion Advisors, LLC	$355K	2,187	+375	ADD
466	Arax Advisory Partners	$355K	2,189	+1,241	ADD
467	Sowell Financial Services LLC	$353K	2,170	−264	TRIM
468	Tailwinds Wealth, LLC	$349K	2,149	−504	TRIM
469	Sompo Asset Management Co., Ltd.	$348K	2,140	+30	ADD
470	6th Street Advisors, LLC	$346K	2,119	—	NO PRIOR
471	Baker Ellis Asset Management LLC	$346K	2,131	0	NO CHANGE
472	Advisory Alpha, LLC	$345K	2,122	+567	ADD
473	Wedmont Private Capital	$340K	2,110	−476	TRIM
474	Wellington Grp LLC	$339K	2,086	—	NO PRIOR
475	D.A. DAVIDSON & CO.	$339K	2,084	+2,084	NEW
476	E6 Portfolios, LLC	$333K	2,047	+40	ADD
477	J. Safra Sarasin Holding AG	$330K	2,031	+239	ADD
478	111 Capital	$329K	2,027	+2,027	NEW
479	Pure Financial Advisors, LLC	$328K	2,019	+1,097	ADD
480	Capital International, Inc./CA/	$328K	2,016	+2,016	NEW
481	ELEVATION POINT WEALTH PARTNERS, LLC	$327K	2,005	−388	TRIM
482	Qtron Investments LLC	$326K	2,004	+3	ADD
483	Leeward Financial Partners, LLC	$325K	2,000	0	NO CHANGE
484	Spire Wealth Management	$324K	1,997	+11	ADD
485	PATTON FUND MANAGEMENT, INC.	$322K	1,980	+1,006	ADD
486	GROUPAMA ASSET MANAGMENT	$317K	1,948	−4,523	TRIM
487	Maridea Wealth Management LLC	$314K	1,932	+462	ADD
488	EntryPoint Capital, LLC	$313K	1,925	+1,925	NEW
489	CHILDRESS CAPITAL ADVISORS, LLC	$312K	1,919	+472	ADD
490	Brookstone Capital Management	$310K	1,910	+1,910	NEW
491	NORDEN GROUP LLC	$310K	1,907	−282	TRIM
492	Diversified Enterprises, LLC	$310K	1,905	+302	ADD
493	Baron Wealth Management LLC	$309K	1,903	+954	ADD
494	KFG WEALTH MANAGEMENT, LLC	$308K	1,897	+148	ADD
495	MONECO ADVISORS, LLC	$304K	1,871	+134	ADD
496	Smith Group Asset Management, LLC	$301K	1,850	+1,850	NEW
497	Verition Fund Management LLC	$300K	1,848	−6,083	TRIM
498	DAYMARK WEALTH PARTNERS, LLC	$299K	1,838	+863	ADD
499	U.S. Capital Wealth Advisors, LLC	$298K	1,835	−190	TRIM
500	Texas Capital Bank Wealth Management Services Inc	$297K	1,830	+211	ADD

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

Congress ↔ notable managers · BR

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: 3 Tudor Investment Corp, Gotham Asset Management, Caxton Associates $45.6M held
Trimming: 1 Bridgewater Associates $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · Broadridge Financial Solutions Inc - US

Merged timeline of congressional filings and notable-manager moves on BR
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Tudor Investment Corp 13F	ADD	+107,136 sh
2026-05-15	Gotham Asset Management 13F	ADD	+35,210 sh
2026-05-15	Bridgewater Associates 13F	EXIT	−21,352 sh
2026-05-14	Caxton Associates 13F	NEW	+22,592 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

10 members of Congress disclosed BR — 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).