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 ↗

CBOE GLOBAL MKTS INC · COM · quarter ended 2026-03-31 · 7 members disclosed CBOE ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 726 holders are listed, largest first: 726
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $21.9B
holders whose share count rose or who opened the position (new + add), by shares: 377
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 84

Holders — quarter ended 2026-03-31

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

13F holders of CBOE ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$3.0B	10,511,390	+612,954	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$1.9B	6,797,434	—	NO PRIOR
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.5B	5,241,096	—	NO PRIOR
4	STATE STREET CORP	$1.4B	4,976,866	−1,716	TRIM
5	FMR LLC	$1.3B	4,713,522	+361,723	ADD
6	ALLIANCEBERNSTEIN L.P.	$1.3B	5,061,323	−1,505,101	TRIM
7	MORGAN STANLEY	$942M	3,352,623	+661,461	ADD
8	Invesco Ltd.	$667M	2,371,298	+440,026	ADD
9	NORTHERN TRUST CORP	$374M	1,330,890	−71,398	TRIM
10	Janus Henderson Group Ltd.	$374M	1,328,924	−12,885	TRIM
11	FIRST TRUST ADVISORS LP	$342M	1,215,559	−198,425	TRIM
12	RENAISSANCE TECHNOLOGIES LLC	$309M	1,100,506	−38,900	TRIM
13	DEUTSCHE BANK AG\	$300M	1,068,681	+120,214	ADD
14	Amundi	$269M	958,826	−22,894	TRIM
15	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$263M	935,822	+43,625	ADD
16	NORDEA INVESTMENT MANAGEMENT AB	$254M	904,379	−43,505	TRIM
17	BANK OF AMERICA CORP /DE/	$211M	750,833	+68,742	ADD
18	Legal & General Group Plc	$207M	737,995	−52,013	TRIM
19	MACKENZIE FINANCIAL CORP	$199M	708,333	+182,811	ADD
20	VIKING GLOBAL INVESTORS LP	$193M	688,417	+688,417	NEW
21	DIMENSIONAL FUND ADVISORS LP	$189M	672,704	+5,168	ADD
22	UBS Group AG	$182M	646,201	−270,661	TRIM
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$176M	625,425	+23,127	ADD
24	AQR CAPITAL MANAGEMENT LLC	$175M	622,292	+188,050	ADD
25	VANGUARD FIDUCIARY TRUST CO	$166M	588,928	—	NO PRIOR
26	Allianz Asset Management GmbH	$165M	587,869	+544,506	ADD
27	Robeco Institutional Asset Management B.V.	$158M	561,709	+107,956	ADD
28	Clark Capital Management Group, Inc.	$150M	534,514	+15,466	ADD
29	BAHL & GAYNOR INC	$125M	443,411	+100,551	ADD
30	HORIZON KINETICS ASSET MANAGEMENT LLC	$115M	410,066	+1,668	ADD
31	Nuveen, LLC	$107M	380,782	+48,512	ADD
32	1832 Asset Management L.P.	$98.8M	351,495	+222,795	ADD
33	TD ASSET MANAGEMENT INC	$98.6M	350,835	−14,584	TRIM
34	CREDIT AGRICOLE S A	$93.7M	333,528	−83,736	TRIM
35	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$92.1M	327,510	+327,510	NEW
36	BARCLAYS PLC	$90.3M	321,447	−80,477	TRIM
37	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$87.5M	311,301	−60,091	TRIM
38	NOMURA ASSET MANAGEMENT CO LTD	$84.8M	301,578	+259,736	ADD
39	PARNASSUS INVESTMENTS, LLC	$84.6M	301,076	−14,942	TRIM
40	HSBC HOLDINGS PLC	$83.5M	297,341	−279,819	TRIM
41	BNP Paribas Asset Management Holding S.A.	$83.4M	295,666	−35,457	TRIM
42	ANCHOR CAPITAL ADVISORS LLC	$81.7M	290,772	−6,573	TRIM
43	BANK OF MONTREAL /CAN/	$76.8M	273,353	−7,977	TRIM
44	RAYMOND JAMES FINANCIAL INC	$72.6M	258,345	+32,595	ADD
45	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$71.8M	255,400	−24,150	TRIM
46	ENVESTNET ASSET MANAGEMENT INC	$69.5M	247,432	+15,257	ADD
47	Point72 Asset Management, L.P.	$69.5M	247,092	+247,092	NEW
48	Mitsubishi UFJ Asset Management Co., Ltd.	$67.4M	239,634	+18,429	ADD
49	STEADFAST CAPITAL MANAGEMENT LP	$67.3M	239,300	+239,300	NEW
50	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$65.5M	233,074	+43,762	ADD
51	Vanguard Global Advisers, LLC	$64.9M	230,811	—	NO PRIOR
52	National Pension Service	$58.7M	208,786	+208,786	NEW
53	Vinva Investment Management Ltd	$58.5M	206,716	+86,777	ADD
54	GILDER GAGNON HOWE & CO LLC	$57.0M	202,940	−4,362	TRIM
55	CITIGROUP INC	$55.3M	196,723	+69,730	ADD
56	TEACHER RETIREMENT SYSTEM OF TEXAS	$53.7M	191,105	+186,510	ADD
57	LPL Financial LLC	$52.3M	186,069	−766	TRIM
58	ROYAL BANK OF CANADA	$52.3M	185,931	+41,098	ADD
59	VANGUARD ASSET MANAGEMENT, Ltd	$51.2M	182,013	—	NO PRIOR
60	Gotham Asset Management, LLC	$50.5M	179,717	+77,586	ADD
61	VICTORY CAPITAL MANAGEMENT INC	$50.2M	178,584	−2,987	TRIM
62	Qube Research & Technologies Ltd	$49.1M	174,522	−34,189	TRIM
63	TWO SIGMA INVESTMENTS, LP	$47.5M	169,087	−172,567	TRIM
64	Smith Group Asset Management, LLC	$44.3M	157,726	+10,586	ADD
65	Man Group plc	$42.3M	150,414	+25,683	ADD
66	PRINCIPAL FINANCIAL GROUP INC	$42.1M	149,824	+2,041	ADD
67	WELLS FARGO & COMPANY/MN	$41.2M	146,557	+10,149	ADD
68	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$40.0M	142,442	+49,700	ADD
69	Universal- Beteiligungs- und Servicegesellschaft mbH	$39.6M	141,119	+45,785	ADD
70	Holocene Advisors, LP	$36.9M	131,247	+123,468	ADD
71	AMERICAN CENTURY COMPANIES INC	$34.6M	123,024	+1,217	ADD
72	Caldwell Investment Management Ltd.	$33.4M	118,000	0	NO CHANGE
73	Quantinno Capital Management LP	$33.1M	117,617	+25,990	ADD
74	CWM, LLC	$32.4M	115,114	−10,806	TRIM
75	Swedbank AB	$30.6M	108,784	0	NO CHANGE
76	Aware Super Pty Ltd as trustee of Aware Super	$30.1M	107,260	—	NO PRIOR
77	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$29.4M	104,674	+100,538	ADD
78	Stack Financial Management, Inc	$28.9M	102,782	−861	TRIM
79	STOREBRAND ASSET MANAGEMENT AS	$27.8M	98,990	—	NO PRIOR
80	Aberdeen Group plc	$27.3M	97,127	+622	ADD
81	Perpetual Ltd	$26.4M	93,989	−9,310	TRIM
82	Corient Private Wealth LLC	$26.2M	93,502	−77,498	TRIM
83	McGuire Investment Group, LLC	$25.8M	91,701	−3,391	TRIM
84	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$25.7M	91,450	−873	TRIM
85	AVIVA PLC	$25.7M	91,263	+3,784	ADD
86	Rockefeller Capital Management L.P.	$25.6M	91,055	+2,396	ADD
87	Zurcher Kantonalbank (Zurich Cantonalbank)	$25.6M	91,005	+91,005	NEW
88	Arbejdsmarkedets Tillaegspension	$25.2M	89,500	−2,318	TRIM
89	Candriam S.C.A.	$24.3M	86,469	−34,208	TRIM
90	Illinois Municipal Retirement Fund	$23.9M	84,970	+2,184	ADD
91	PFA Pension, Forsikringsaktieselskab	$23.5M	83,627	+83,627	NEW
92	Northwest & Ethical Investments L.P.	$22.8M	81,021	+5,169	ADD
93	HighTower Advisors, LLC	$22.7M	80,729	+15,525	ADD
94	OSAIC HOLDINGS, INC.	$22.5M	80,193	+17,876	ADD
95	CIDEL ASSET MANAGEMENT INC	$22.3M	79,369	+8,402	ADD
96	Focus Partners Wealth	$22.2M	79,135	+465	ADD
97	Connor, Clark & Lunn Investment Management Ltd.	$21.8M	77,431	+30,233	ADD
98	VOYA INVESTMENT MANAGEMENT LLC	$21.2M	75,555	+1,868	ADD
99	HARMONY ASSET MANAGEMENT LLC	$20.8M	74,070	+74,070	NEW
100	JANE STREET GROUP, LLC	$20.8M	73,874	+45,327	ADD
101	BANTAMAC CAPITAL, LLC	$20.5M	72,800	−100	TRIM
102	SEI INVESTMENTS CO	$19.6M	69,859	+4,640	ADD
103	CIBC Asset Management Inc	$19.4M	68,955	+12,504	ADD
104	Dakota Wealth Management	$19.3M	68,488	+8,847	ADD
105	BURNEY CO/	$19.2M	68,281	−40,256	TRIM
106	Susquehanna Portfolio Strategies, LLC	$18.8M	66,753	0	NO CHANGE
107	FEDERATED HERMES, INC.	$18.6M	66,284	+3,640	ADD
108	Cetera Investment Advisers	$18.4M	65,442	+822	ADD
109	Swiss Life Asset Management Ltd	$18.2M	64,876	+137	ADD
110	Pictet Asset Management Holding SA	$17.5M	62,252	−3,093	TRIM
111	Asset Management One Co., Ltd.	$17.5M	62,196	−98	TRIM
112	SCHRODER INVESTMENT MANAGEMENT GROUP	$17.3M	61,339	+52,849	ADD
113	AustralianSuper Pty Ltd	$17.3M	61,510	+61,510	NEW
114	STATE OF WISCONSIN INVESTMENT BOARD	$17.2M	61,070	−5,968	TRIM
115	BLAIR WILLIAM & CO/IL	$16.7M	59,498	−1,322	TRIM
116	STRATEGIC PLANNING GROUP, LLC	$16.2M	57,618	+57,618	NEW
117	Chevy Chase Trust Holdings, LLC	$15.7M	55,865	−1,502	TRIM
118	CITADEL ADVISORS LLC	$15.6M	55,524	−323,860	TRIM
119	Ensign Peak Advisors, Inc	$15.4M	54,810	+3,415	ADD
120	STANSBERRY ASSET MANAGEMENT, LLC	$15.4M	54,643	+533	ADD
121	ROYAL LONDON ASSET MANAGEMENT LTD	$15.3M	54,473	+1,575	ADD
122	Vanguard Investments Australia, Ltd.	$14.7M	52,221	—	NO PRIOR
123	Resona Asset Management Co.,Ltd.	$14.4M	51,263	+303	ADD
124	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$14.0M	49,690	+4,009	ADD
125	NATIONAL BANK OF CANADA /FI/	$13.9M	49,565	−5,025	TRIM
126	NatWest Group plc	$13.4M	47,548	+47,548	NEW
127	CANADA PENSION PLAN INVESTMENT BOARD	$13.1M	46,755	+20,700	ADD
128	Empowered Funds, LLC	$13.1M	46,661	+37,052	ADD
129	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$12.9M	45,824	+4,763	ADD
130	Mariner, LLC	$12.6M	44,858	−3,628	TRIM
131	Wilmington Savings Fund Society, FSB	$12.6M	44,814	−1,542	TRIM
132	Bank Julius Baer & Co. Ltd, Zurich	$12.6M	44,599	−14,884	TRIM
133	MARKEL GROUP INC.	$12.3M	43,700	+1,950	ADD
134	TORONTO DOMINION BANK	$11.8M	41,949	−4,073	TRIM
135	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$11.7M	33,802	−13,340	TRIM
136	SAWGRASS ASSET MANAGEMENT LLC	$11.7M	41,731	−1,269	TRIM
137	Tredje AP-fonden	$11.5M	40,991	−107,896	TRIM
138	Wealthfront Advisers LLC	$11.5M	40,919	+418	ADD
139	COMMONWEALTH EQUITY SERVICES, LLC	$11.4M	40,504	+380	ADD
140	Korea Investment CORP	$11.1M	39,572	−11,633	TRIM
141	BENJAMIN EDWARDS INC	$11.1M	39,450	+6,241	ADD
142	MML INVESTORS SERVICES, LLC	$10.9M	38,910	−2,402	TRIM
143	Lansforsakringar Fondforvaltning AB (publ)	$10.8M	38,498	+2,826	ADD
144	Railway Pension Investments Ltd	$10.6M	37,800	+37,800	NEW
145	Mirae Asset Global Investments Co., Ltd.	$10.3M	36,797	+3,714	ADD
146	Covea Finance	$10.1M	36,095	−4,105	TRIM
147	LAZARD ASSET MANAGEMENT LLC	$9.9M	35,334	+31,273	ADD
148	Dai-ichi Life Insurance Company, Ltd	$9.9M	35,314	−1,983	TRIM
149	FIFTH THIRD BANCORP	$9.9M	35,230	+31,881	ADD
150	HUB Investment Partners, LLC	$9.9M	35,219	+4,257	ADD
151	INTECH INVESTMENT MANAGEMENT LLC	$9.8M	34,862	−10,498	TRIM
152	State of New Jersey Common Pension Fund D	$9.7M	34,460	0	NO CHANGE
153	Embree Financial Group	$9.6M	34,330	−2,942	TRIM
154	EDMOND DE ROTHSCHILD HOLDING S.A.	$9.3M	33,229	+33,229	NEW
155	CIBC Bancorp USA Inc.	$9.1M	32,395	—	NO PRIOR
156	Martin Investment Management, LLC	$9.1M	32,385	+473	ADD
157	STIFEL FINANCIAL CORP	$9.0M	32,174	+663	ADD
158	NATIXIS	$9.0M	32,096	+5,285	ADD
159	Ethic Inc.	$8.6M	30,735	+3,869	ADD
160	Gouws Capital LLC	$8.5M	30,236	−48	TRIM
161	Creative Planning	$8.4M	29,887	+9,197	ADD
162	PUBLIC SECTOR PENSION INVESTMENT BOARD	$8.4M	29,797	+3,106	ADD
163	Moran Wealth Management, LLC	$8.2M	29,328	+248	ADD
164	Tidal Investments LLC	$8.1M	28,961	+21,681	ADD
165	Vest Financial, LLC	$8.1M	28,657	+1,735	ADD
166	Chesley Taft & Associates LLC	$8.0M	28,563	−1,097	TRIM
167	ZACKS INVESTMENT MANAGEMENT	$8.0M	28,520	+9,989	ADD
168	STATE OF MICHIGAN RETIREMENT SYSTEM	$8.0M	28,503	−100	TRIM
169	Czech National Bank	$8.0M	28,500	+907	ADD
170	Arizona State Retirement System	$8.0M	28,435	−212	TRIM
171	Schonfeld Strategic Advisors LLC	$7.7M	27,268	+7,906	ADD
172	Baird Financial Group, Inc.	$7.6M	26,998	+26,998	NEW
173	Blue Zone Wealth Advisors, LLC	$7.4M	26,319	+277	ADD
174	Allspring Global Investments Holdings, LLC	$7.3M	25,895	−33,298	TRIM
175	RBA Wealth Management, LLC	$7.3M	25,821	+422	ADD
176	Rafferty Asset Management, LLC	$7.2M	25,441	−6,484	TRIM
177	Pathstone Holdings, LLC	$7.1M	25,382	+770	ADD
178	TRUIST FINANCIAL CORP	$7.1M	25,333	+702	ADD
179	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$6.9M	24,376	+35	ADD
180	Munro Partners	$6.8M	24,235	+24,235	NEW
181	ProShare Advisors LLC	$6.8M	24,166	−122	TRIM
182	Eurizon Capital SGR S.p.A.	$6.7M	23,829	−104,206	TRIM
183	SEB Asset Management AB	$6.7M	23,778	—	NO PRIOR
184	Lido Advisors, LLC	$6.7M	23,752	+256	ADD
185	First Washington CORP	$6.5M	22,965	+5,700	ADD
186	Vident Advisory, LLC	$6.4M	22,615	+14,879	ADD
187	Squarepoint Ops LLC	$6.3M	22,522	+19,737	ADD
188	Arvest Bank Trust Division	$6.3M	22,326	−273	TRIM
189	Retirement Systems of Alabama	$6.2M	22,223	−39	TRIM
190	Daiwa Securities Group Inc.	$6.2M	22,187	+935	ADD
191	IFM Investors Pty Ltd	$6.0M	21,506	+571	ADD
192	ALPS ADVISORS INC	$6.0M	21,346	−3,521	TRIM
193	Davidson Capital Management Inc.	$5.9M	21,119	+21,071	ADD
194	TD Waterhouse Canada Inc.	$5.9M	21,024	+20,956	ADD
195	MUFG Securities EMEA plc	$5.9M	20,893	−5,600	TRIM
196	USS Investment Management Ltd	$5.8M	20,810	+2,595	ADD
197	IMC-Chicago, LLC	$5.8M	20,591	+9,953	ADD
198	Woodline Partners LP	$5.8M	20,497	+2,644	ADD
199	ASR Vermogensbeheer N.V.	$5.7M	20,458	+344	ADD
200	QRG CAPITAL MANAGEMENT, INC.	$5.7M	20,367	−815	TRIM
201	Caprock Group, LLC	$5.6M	19,857	−419	TRIM
202	ODDO BHF ASSET MANAGEMENT SAS	$5.5M	19,715	+2,475	ADD
203	XPONANCE LLC	$5.5M	19,439	+2,387	ADD
204	Solidarity Wealth, LLC	$5.5M	19,422	+1,200	ADD
205	Fort Sheridan Advisors LLC	$5.3M	18,838	0	NO CHANGE
206	Aull & Monroe Investment Management Corp	$5.3M	18,774	0	NO CHANGE
207	UniSuper Management Pty Ltd	$5.2M	18,545	+6,632	ADD
208	Elo Mutual Pension Insurance Co	$5.2M	18,370	+316	ADD
209	Shelter Rock Management, LLC	$5.1M	18,160	+6,922	ADD
210	FRANKLIN RESOURCES INC	$5.0M	17,849	+5,120	ADD
211	MERCER GLOBAL ADVISORS INC /ADV	$4.9M	17,464	+47	ADD
212	Covenant Asset Management, LLC	$4.8M	17,159	+17,159	NEW
213	Utah Retirement Systems	$4.8M	17,007	−313	TRIM
214	Marietta Wealth Management, LLC	$4.7M	16,713	+629	ADD
215	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$4.6M	16,252	+13,033	ADD
216	BANK OF NOVA SCOTIA	$4.5M	16,109	−1,814	TRIM
217	Sumitomo Mitsui DS Asset Management Company, Ltd	$4.5M	15,916	+395	ADD
218	MACQUARIE GROUP LTD	$4.4M	15,610	−8,952	TRIM
219	Rakuten Investment Management, Inc.	$4.4M	15,530	+1,766	ADD
220	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$4.4M	15,505	+318	ADD
221	Altman Advisors, Inc.	$4.3M	15,431	0	NO CHANGE
222	PROMETHIUM ADVISORS,LLC	$4.3M	15,265	+61	ADD
223	Thrive Capital Management, LLC	$4.2M	15,103	−1,295	TRIM
224	Bridgewater Associates, LP	$4.2M	14,846	−2,999	TRIM
225	Y-Intercept (Hong Kong) Ltd	$4.2M	14,830	−16,490	TRIM
226	NEOS Investment Management LLC	$4.1M	14,750	−9,141	TRIM
227	Advisors Asset Management, Inc.	$4.1M	14,633	−650	TRIM
228	CIBC WORLD MARKET INC.	$4.1M	14,588	+1,511	ADD
229	Forum Financial Management, LP	$4.1M	14,512	−2,146	TRIM
230	XTX Topco Ltd	$4.1M	14,467	+8,412	ADD
231	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$4.1M	14,422	−4,129	TRIM
232	ABN AMRO INVESTMENT SOLUTIONS	$4.0M	14,343	+754	ADD
233	OMERS ADMINISTRATION Corp	$4.0M	14,114	+2,207	ADD
234	Emerald Investment Advisers, LLC	$4.0M	14,054	—	NO PRIOR
235	Bleakley Financial Group, LLC	$3.8M	13,630	+13,630	NEW
236	NISSAY ASSET MANAGEMENT CORP /JAPAN	$3.8M	13,578	+190	ADD
237	FIL Ltd	$3.8M	13,385	−6,491	TRIM
238	Wakefield Asset Management LLLP	$3.7M	13,049	−4	TRIM
239	NewEdge Advisors, LLC	$3.5M	12,623	+12,623	NEW
240	Vanguard Personalized Indexing Management, LLC	$3.5M	12,565	+380	ADD
241	Cerity Partners LLC	$3.4M	12,161	+914	ADD
242	Quadrature Capital Ltd	$3.4M	12,075	+2,435	ADD
243	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$3.4M	11,993	+11,993	NEW
244	Qsemble Capital Management, LP	$3.3M	11,881	+8,877	ADD
245	CAMBIAR INVESTORS LLC	$3.3M	11,835	−6,236	TRIM
246	Paralel Advisors LLC	$3.3M	11,821	0	NO CHANGE
247	Eurizon SLJ Capital Ltd	$3.3M	11,568	+1,047	ADD
248	COOKSON PEIRCE & CO INC	$3.2M	11,331	+5,695	ADD
249	FIDUCIARY TRUST CO	$3.2M	11,315	+11,315	NEW
250	Generali Asset Management SPA SGR	$3.1M	11,189	−818	TRIM
251	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$3.1M	11,131	−105	TRIM
252	Capstone Financial Advisors, Inc.	$3.1M	11,100	−14	TRIM
253	Marion Wealth Management	$3.1M	11,051	+187	ADD
254	OP Asset Management Ltd	$3.1M	10,934	—	NO PRIOR
255	Stratos Wealth Advisors, LLC	$3.1M	10,877	0	NO CHANGE
256	Walleye Trading LLC	$3.0M	10,834	+3,164	ADD
257	Alaethes Wealth, LLC	$3.0M	10,684	+34	ADD
258	Bridgewater Advisors Inc.	$3.0M	8,151	−910	TRIM
259	Pekin Hardy Strauss, Inc.	$3.0M	10,596	−271	TRIM
260	D. E. Shaw & Co., Inc.	$3.0M	10,573	−13,292	TRIM
261	PATTON FUND MANAGEMENT, INC.	$2.9M	10,446	−18,371	TRIM
262	Siemens Fonds Invest GmbH	$2.9M	10,436	+527	ADD
263	IRON Financial LLC	$2.9M	10,376	+33	ADD
264	Spartan Wealth Advisory Services LLC	$2.9M	10,295	—	NO PRIOR
265	Hills Bank & Trust Co	$2.8M	10,133	0	NO CHANGE
266	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$2.8M	10,091	−14,706	TRIM
267	PRINCIPAL SECURITIES, INC.	$2.8M	10,071	+873	ADD
268	Summit Financial, LLC	$2.7M	9,737	−308	TRIM
269	Norris Financial Group, LLC	$2.7M	9,732	—	NO PRIOR
270	Federation des caisses Desjardins du Quebec	$2.7M	9,594	+41	ADD
271	D.A. DAVIDSON & CO.	$2.6M	9,251	−166	TRIM
272	Trexquant Investment LP	$2.6M	9,231	−21,999	TRIM
273	Crossmark Global Holdings, Inc.	$2.6M	9,108	—	NO PRIOR
274	Gator Capital Management, LLC	$2.5M	9,000	−481	TRIM
275	Linden Thomas Advisory Services, LLC	$2.5M	8,999	−27	TRIM
276	Donoghue Forlines LLC	$2.5M	8,994	−208	TRIM
277	Knollwood Investment Advisory, LLC	$2.5M	8,800	0	NO CHANGE
278	BALYASNY ASSET MANAGEMENT L.P.	$2.5M	8,747	−462,028	TRIM
279	US BANCORP \DE\	$2.4M	8,590	+81	ADD
280	Kestra Advisory Services, LLC	$2.4M	8,585	+60	ADD
281	J. Safra Sarasin Holding AG	$2.4M	8,535	+8,535	NEW
282	Osmosis Investment Management UK Ltd	$2.4M	8,485	+2,769	ADD
283	Andra AP-fonden	$2.4M	8,448	−77,652	TRIM
284	Zuckerman Investment Group, LLC	$2.4M	8,405	−10	TRIM
285	SHUTTLEWORTH & Co	$2.4M	8,405	+66	ADD
286	TEMA ETFS LLC	$2.3M	8,329	−2,235	TRIM
287	Taylor Hoffman Capital Management LLC	$2.3M	8,292	−100	TRIM
288	Prospera Financial Services Inc	$2.2M	7,971	−302	TRIM
289	Element Squared LLC	$2.2M	7,871	+7,871	NEW
290	Chicago Partners Investment Group LLC	$2.2M	7,303	+7,303	NEW
291	PANAGORA ASSET MANAGEMENT INC	$2.2M	7,679	−24,409	TRIM
292	COMMERCE BANK	$2.1M	7,548	+17	ADD
293	Investment Management Corp of Ontario	$2.1M	7,490	+300	ADD
294	Frank, Rimerman Advisors LLC	$2.1M	7,417	+69	ADD
295	Banque Cantonale Vaudoise	$2.1M	7,293	−7,152	TRIM
296	Aquatic Capital Management LLC	$2.0M	7,290	−24,696	TRIM
297	RETIREMENT GUYS FORMULA LLC	$2.0M	7,218	+505	ADD
298	CIM, LLC	$2.0M	7,179	−142	TRIM
299	Graham Capital Management, L.P.	$2.0M	7,138	+801	ADD
300	Hudson Bay Capital Management LP	$2.0M	7,097	+7,097	NEW
301	CWA Asset Management Group, LLC	$2.0M	7,088	−156	TRIM
302	PITTENGER & ANDERSON INC	$2.0M	6,953	+1,769	ADD
303	OPPENHEIMER & CO INC	$2.0M	6,942	−62	TRIM
304	Clearstead Advisors, LLC	$1.9M	6,776	−337	TRIM
305	Metis Global Partners, LLC	$1.9M	6,720	−617	TRIM
306	MAD RIVER INVESTORS	$1.9M	6,680	−10	TRIM
307	Sequoia Financial Advisors, LLC	$1.8M	6,523	+331	ADD
308	RITHOLTZ WEALTH MANAGEMENT	$1.8M	6,445	+327	ADD
309	Vontobel Holding Ltd.	$1.8M	6,367	−347	TRIM
310	MIZUHO SECURITIES USA LLC	$1.8M	6,326	−1,294	TRIM
311	Norinchukin Bank, The	$1.8M	6,277	+26	ADD
312	ACCESS FINANCIAL SERVICES, INC.	$1.7M	6,183	−316	TRIM
313	Laird Norton Wetherby Trust Company, LLC	$1.7M	6,131	+684	ADD
314	Sigma Planning Corp	$1.7M	6,073	+6,073	NEW
315	Manchester Capital Management LLC	$1.7M	5,978	+79	ADD
316	Parrish Capital LLC	$1.7M	5,892	—	NO PRIOR
317	Titan Investment Management LLC	$1.6M	5,693	+5,693	NEW
318	Inspire Investing, LLC	$1.6M	5,679	+4,383	ADD
319	Fort Point Capital Partners LLC	$1.6M	5,643	−1,462	TRIM
320	Triad Wealth Partners, LLC	$1.6M	5,546	+318	ADD
321	Quilter Plc	$1.5M	5,420	−600	TRIM
322	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$1.5M	5,192	−37,297	TRIM
323	CHOREO, LLC	$1.5M	5,263	+33	ADD
324	Aptus Capital Advisors, LLC	$1.5M	5,250	+1,046	ADD
325	HB Wealth Management, LLC	$1.5M	5,230	+241	ADD
326	ARTHUR M. COHEN & ASSOCIATES, LLC	$1.4M	5,160	−1,140	TRIM
327	Maryland State Retirement & Pension System	$1.4M	5,115	0	NO CHANGE
328	Texas Yale Capital Corp.	$1.4M	5,109	0	NO CHANGE
329	PRIMECAP MANAGEMENT CO/CA/	$1.4M	5,100	−800	TRIM
330	Merit Financial Group, LLC	$1.4M	5,024	+268	ADD
331	MOKAN Wealth Management Inc.	$1.4M	4,952	−2,906	TRIM
332	JSF Financial, LLC	$1.4M	4,881	−208	TRIM
333	RB Capital Management, LLC	$1.4M	4,880	+7	ADD
334	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.4M	4,823	+777	ADD
335	Sone Capital Management, LLC	$1.3M	4,756	−109	TRIM
336	ING GROEP NV	$1.3M	4,753	−77	TRIM
337	WBI INVESTMENTS, LLC	$1.3M	4,729	+4,729	NEW
338	INTREPID CAPITAL MANAGEMENT INC	$1.3M	4,716	0	NO CHANGE
339	Summit Trail Advisors, LLC	$1.3M	4,627	−251	TRIM
340	M&T BANK CORP	$1.3M	4,545	+82	ADD
341	MCF Advisors LLC	$1.3M	4,532	—	NO PRIOR
342	Steward Partners Investment Advisory, LLC	$1.3M	4,505	+826	ADD
343	Dynamic Advisor Solutions LLC	$1.3M	4,451	+21	ADD
344	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	$1.2M	4,400	−53,630	TRIM
345	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.2M	4,393	−409	TRIM
346	Regal Investment Advisors LLC	$1.2M	4,274	−878	TRIM
347	JT Stratford LLC	$1.2M	4,266	+1,886	ADD
348	Alta Wealth Advisors LLC	$1.2M	4,261	+4,261	NEW
349	Quadrant Private Wealth Management, LLC	$1.2M	4,254	+2	ADD
350	SANDLER CAPITAL MANAGEMENT	$1.2M	4,188	−5,442	TRIM
351	WINNACLE WEALTH LLC	$1.2M	4,159	+4,159	NEW
352	XY Planning Network, Inc.	$1.1M	4,054	−374	TRIM
353	LBP AM SA	$1.1M	4,037	−12,089	TRIM
354	Mesirow Financial Investment Management, Inc.	$1.1M	4,036	0	NO CHANGE
355	Alamea Verwaltungs GmbH	$1.1M	4,026	+379	ADD
356	CENTRAL TRUST Co	$1.1M	4,013	−18	TRIM
357	ZWJ INVESTMENT COUNSEL INC	$1.1M	4,000	0	NO CHANGE
358	EXENCIAL WEALTH ADVISORS, LLC	$1.1M	3,976	−1,280	TRIM
359	Legacy Capital Group California, Inc.	$1.1M	3,888	−564	TRIM
360	OFI INVEST ASSET MANAGEMENT	$1.1M	4,046	+3,194	ADD
361	Ascent Group, LLC	$1.1M	3,811	−95	TRIM
362	Atria Investments, Inc	$1.1M	3,804	−151	TRIM
363	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.1M	3,765	+3,765	NEW
364	Everhart Financial Group, Inc.	$1.1M	3,760	+476	ADD
365	Assenagon Asset Management S.A.	$1.1M	3,753	+159	ADD
366	&PARTNERS	$1.1M	3,741	+78	ADD
367	Gateway Wealth Partners, LLC	$1.0M	3,684	+3,684	NEW
368	Qtron Investments LLC	$1.0M	3,657	+3,657	NEW
369	Empirical Finance, LLC	$1.0M	3,635	−3	TRIM
370	UHLMANN PRICE SECURITIES, LLC	$996K	3,541	−359	TRIM
371	Diversified Trust Co	$992K	3,530	+114	ADD
372	CAXTON ASSOCIATES LLP	$989K	3,517	+3,517	NEW
373	one8zero8, LLC	$984K	3,500	0	NO CHANGE
374	Horizon Family Wealth, Inc.	$976K	3,471	+462	ADD
375	NOMURA HOLDINGS INC	$971K	3,453	−197	TRIM
376	MILLENNIUM MANAGEMENT LLC	$955K	3,398	−28,799	TRIM
377	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$941K	3,348	+4	ADD
378	Parallax Volatility Advisers, L.P.	$931K	3,110	+3,110	NEW
379	CenterBook Partners LP	$929K	3,307	+3,307	NEW
380	Farringdon Capital, Ltd.	$911K	3,242	+471	ADD
381	OneDigital Investment Advisors LLC	$888K	3,158	+1,982	ADD
382	ANCHYRA PARTNERS LLC	$887K	3,156	+5	ADD
383	1834 INVESTMENT ADVISORS CO	$863K	3,070	0	NO CHANGE
384	North Dakota State Investment Board	$851K	3,028	−565	TRIM
385	OSSIAM	$849K	3,020	+168	ADD
386	Caldwell Trust Co	$843K	3,000	0	NO CHANGE
387	GATEWAY INVESTMENT ADVISERS LLC	$842K	2,997	−2,357	TRIM
388	Empirical Asset Management, LLC	$837K	2,979	−674	TRIM
389	Ashton Thomas Private Wealth, LLC	$822K	2,924	+84	ADD
390	Ameritas Advisory Services, LLC	$821K	2,921	−117	TRIM
391	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	$819K	2,913	−49	TRIM
392	Brindle & Bay Financial Advisors, LLC	$818K	2,910	−17	TRIM
393	EXCHANGE TRADED CONCEPTS, LLC	$814K	2,896	−11,826	TRIM
394	Investment Research Partners LLC	$810K	2,883	+137	ADD
395	WORLDQUANT MILLENNIUM ADVISORS LLC	$807K	2,872	+2,872	NEW
396	SECURIAN ASSET MANAGEMENT, INC	$804K	2,860	0	NO CHANGE
397	MGO ONE SEVEN LLC	$802K	2,852	+22	ADD
398	KEYNOTE FINANCIAL SERVICES LLC	$801K	2,851	0	NO CHANGE
399	Kathmere Capital Management, LLC	$799K	2,844	+72	ADD
400	SIERRA SUMMIT ADVISORS LLC	$795K	2,829	0	NO CHANGE
401	Avestar Capital, LLC	$792K	2,818	+23	ADD
402	Plan A Wealth LLC	$790K	2,811	+110	ADD
403	Ballentine Partners, LLC	$788K	2,803	+485	ADD
404	Compound Planning, Inc.	$775K	2,757	+79	ADD
405	J2 Capital Management Inc	$761K	2,707	−215	TRIM
406	KEYBANK NATIONAL ASSOCIATION/OH	$756K	2,689	+75	ADD
407	Arax Advisory Partners	$751K	2,636	−210	TRIM
408	DIVERSIFY WEALTH MANAGEMENT, LLC	$749K	2,450	+1,445	ADD
409	Quadcap Wealth Management, LLC	$742K	2,639	−133	TRIM
410	Wedmont Private Capital	$729K	2,457	+94	ADD
411	RiverGlades Family Offices LLC	$703K	2,500	—	NO PRIOR
412	EP Wealth Advisors, LLC	$691K	2,460	−529	TRIM
413	COLDSTREAM CAPITAL MANAGEMENT INC	$687K	2,445	+295	ADD
414	Bridgefront Capital, LLC	$683K	2,430	+2,430	NEW
415	Stratos Wealth Partners, LTD.	$673K	2,393	+884	ADD
416	ARVEST INVESTMENTS, INC.	$666K	2,371	−54	TRIM
417	FORTEM FINANCIAL GROUP, LLC	$659K	2,344	−217	TRIM
418	NewEdge Wealth, LLC	$653K	2,322	+18	ADD
419	Accuvest Global Advisors	$646K	2,297	+2,297	NEW
420	Callan Family Office, LLC	$634K	2,256	−173	TRIM
421	Jefferies Financial Group Inc.	$631K	2,246	+1,219	ADD
422	QUADRANT CAPITAL GROUP LLC	$626K	2,226	+85	ADD
423	Baker Avenue Asset Management, LP	$619K	2,202	+44	ADD
424	Machina Capital S.A.S.	$617K	2,196	+2,196	NEW
425	Aaron Wealth Advisors LLC	$615K	2,188	−411	TRIM
426	SKBA CAPITAL MANAGEMENT LLC	$615K	2,187	0	NO CHANGE
427	Savvy Advisors, Inc.	$615K	2,187	+208	ADD
428	Rehmann Capital Advisory Group	$605K	2,152	−30	TRIM
429	VISIONARY HORIZONS, LLC	$603K	2,146	+2,146	NEW
430	Connecticut Capital Management Group, LLC	$591K	2,101	0	NO CHANGE
431	Westerkirk Capital Inc.	$589K	2,095	−105	TRIM
432	HANCOCK WHITNEY CORP	$587K	1,955	+1,955	NEW
433	Envestnet Portfolio Solutions, Inc.	$586K	2,085	−1,366	TRIM
434	Martin Capital Advisors, LLP	$585K	2,082	−69	TRIM
435	Private Advisor Group, LLC	$567K	2,017	−57	TRIM
436	JOHNSON INVESTMENT COUNSEL INC	$557K	1,980	−177	TRIM
437	Csenge Advisory Group	$555K	1,975	+30	ADD
438	PRUDENTIAL PLC	$554K	1,971	−10,004	TRIM
439	CATALYST FINANCIAL PARTNERS LLC	$551K	1,962	+774	ADD
440	TriaGen Wealth Management LLC	$550K	1,958	−7	TRIM
441	World Investment Advisors	$549K	1,953	−125	TRIM
442	VestGen Advisors, LLC	$546K	1,534	+1,534	NEW
443	Modern Wealth Management, LLC	$531K	1,894	−138	TRIM
444	AE Wealth Management LLC	$526K	1,873	+317	ADD
445	BCS Private Wealth Management, Inc.	$523K	1,859	0	NO CHANGE
446	Savant Capital, LLC	$519K	1,845	+47	ADD
447	Pinnacle Financial Partners, Inc.	$504K	1,793	−4	TRIM
448	BROWN ADVISORY INC	$497K	1,769	+254	ADD
449	apricus wealth, LLC	$493K	1,753	−25	TRIM
450	BIP Wealth, LLC	$490K	1,745	+230	ADD
451	Vestmark Advisory Solutions, Inc.	$488K	1,736	−15	TRIM
452	Tower Research Capital LLC (TRC)	$482K	1,716	−838	TRIM
453	Advisory Alpha, LLC	$477K	1,696	+136	ADD
454	Baron Wealth Management LLC	$476K	1,695	+133	ADD
455	TWIN CAPITAL MANAGEMENT INC	$476K	1,695	+1,695	NEW
456	Perigon Wealth Management, LLC	$469K	1,670	+163	ADD
457	Advyzon Investment Management, LLC	$466K	1,659	+818	ADD
458	West Family Investments, Inc.	$466K	1,658	−1,974	TRIM
459	Independent Advisor Alliance	$466K	1,657	−19	TRIM
460	Apollon Wealth Management, LLC	$462K	1,645	+183	ADD
461	Moors & Cabot, Inc.	$455K	1,618	−523	TRIM
462	Concurrent Investment Advisors, LLC	$452K	1,607	+307	ADD
463	SIGNATUREFD, LLC	$449K	1,598	+66	ADD
464	Belpointe Asset Management LLC	$441K	1,569	−32	TRIM
465	Total Clarity Wealth Management, Inc.	$436K	1,550	+68	ADD
466	JOURNEY STRATEGIC WEALTH LLC	$435K	1,547	+81	ADD
467	Menard Financial Group LLC	$427K	1,518	0	NO CHANGE
468	WELLINGTON MANAGEMENT GROUP LLP	$419K	1,491	+213	ADD
469	Bryn Mawr Trust Advisors, LLC	$419K	1,490	−270	TRIM
470	Aprio Wealth Management, LLC	$416K	1,481	+32	ADD
471	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$410K	1,459	0	NO CHANGE
472	Centric Wealth Management	$409K	1,208	0	NO CHANGE
473	VERUS CAPITAL PARTNERS, LLC	$409K	1,456	−276	TRIM
474	HOWLAND CAPITAL MANAGEMENT LLC	$407K	1,449	+151	ADD
475	Spire Wealth Management	$407K	1,447	+311	ADD
476	Retirement Planning Group, LLC	$404K	1,438	+12	ADD
477	E Fund Management Co., Ltd.	$404K	1,436	—	NO PRIOR
478	Sun Financial Inc	$404K	1,125	−84	TRIM
479	Polymer Capital Management (US) LLC	$403K	1,434	+1,434	NEW
480	BankChampaign, National Association	$398K	1,416	—	NO PRIOR
481	Principle Wealth Partners LLC	$393K	1,400	−200	TRIM
482	ROBERTS GLORE & CO INC /IL/	$390K	1,388	0	NO CHANGE
483	AlTi Global, Inc.	$388K	1,381	−77	TRIM
484	PDS Planning, Inc	$386K	1,375	−5	TRIM
485	Redwood Financial Network Corp	$384K	1,368	−6	TRIM
486	SCOTIA CAPITAL INC.	$384K	1,367	−47	TRIM
487	GUGGENHEIM CAPITAL LLC	$382K	1,359	−461	TRIM
488	SAGESPRING WEALTH PARTNERS, LLC	$378K	1,344	+52	ADD
489	Mystic Asset Management, Inc.	$372K	1,325	0	NO CHANGE
490	BERKSHIRE ASSET MANAGEMENT LLC/PA	$371K	1,320	−215	TRIM
491	ELEVATION POINT WEALTH PARTNERS, LLC	$364K	1,294	+1,294	NEW
492	Chicago Capital, LLC	$361K	1,284	−4	TRIM
493	Roundview Capital LLC	$359K	1,279	+1,279	NEW
494	Archford Capital Strategies, LLC	$357K	1,271	+31	ADD
495	Sowell Financial Services LLC	$357K	1,271	+57	ADD
496	Orion Porfolio Solutions, LLC	$351K	1,250	−64	TRIM
497	S-Bank Fund Management Ltd	$351K	1,248	−46	TRIM
498	OLD NATIONAL BANCORP /IN/	$348K	1,239	+353	ADD
499	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$348K	1,239	+1,239	NEW
500	Monument Capital Management	$348K	1,238	0	NO CHANGE

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

Congress ↔ notable managers · CBOE

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

Congress · last 90 days

Buyers: 2 Alan Armstrong R–OK, John Boozman R–AR $2K–$30K
Sellers: 1 John Boozman R–AR $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Adding: 4 Viking Global Investors, Gotham Asset Management, Markel Group, Caxton Associates $257M held
Trimming: 1 Bridgewater Associates $4.2M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · CBOE GLOBAL MKTS INC

Merged timeline of congressional filings and notable-manager moves on CBOE
Date	Who	Change	Size
2026-08-20	John Boozman Congress	BUY	$1K–$15K
2026-08-17	John Boozman Congress	SELL	$1K–$15K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Viking Global Investors 13F	NEW	+688,417 sh
2026-05-15	Gotham Asset Management 13F	ADD	+77,586 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−2,999 sh
2026-05-14	Caxton Associates 13F	NEW	+3,517 sh
2026-05-01	Markel Group 13F	ADD	+1,950 sh

8 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

7 members of Congress disclosed CBOE — 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).