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 ↗

DOW HLDGS INC · COM · quarter ended 2026-03-31 · 29 members disclosed DOW ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 868 holders are listed, largest first: 868
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $17.9B
holders whose share count rose or who opened the position (new + add), by shares: 842
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 0

Holders — quarter ended 2026-03-31

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

13F holders of DOW ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$2.2B	53,337,528	+53,337,528	NEW
2	VANGUARD CAPITAL MANAGEMENT LLC	$1.9B	46,193,815	—	NO PRIOR
3	STATE STREET CORP	$1.5B	35,113,389	+35,113,389	NEW
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.4B	32,835,529	—	NO PRIOR
5	PZENA INVESTMENT MANAGEMENT LLC	$789M	18,947,602	+18,947,602	NEW
6	MORGAN STANLEY	$582M	13,976,737	+13,976,737	NEW
7	AQR CAPITAL MANAGEMENT LLC	$430M	10,316,752	+10,316,752	NEW
8	Invesco Ltd.	$401M	9,632,130	+9,632,130	NEW
9	Capital Research Global Investors	$381M	9,146,090	+9,146,090	NEW
10	FMR LLC	$341M	8,184,684	+8,184,684	NEW
11	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$325M	7,809,221	+7,809,221	NEW
12	Capital World Investors	$296M	7,103,018	+7,103,018	NEW
13	NORTHERN TRUST CORP	$279M	6,707,541	+6,707,541	NEW
14	BANK OF AMERICA CORP /DE/	$233M	5,604,589	+5,604,589	NEW
15	Holocene Advisors, LP	$213M	5,120,568	+5,120,568	NEW
16	UBS Group AG	$207M	4,966,744	+4,966,744	NEW
17	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$201M	4,816,352	+4,816,352	NEW
18	Artemis Investment Management LLP	$198M	4,749,460	+4,749,460	NEW
19	TWO SIGMA INVESTMENTS, LP	$188M	4,505,377	+4,505,377	NEW
20	PRIMECAP MANAGEMENT CO/CA/	$181M	4,354,562	+4,354,562	NEW
21	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$176M	4,220,129	+4,220,129	NEW
22	WORLDQUANT MILLENNIUM ADVISORS LLC	$172M	4,128,609	+4,128,609	NEW
23	DIMENSIONAL FUND ADVISORS LP	$170M	4,082,982	+4,082,982	NEW
24	VANGUARD FIDUCIARY TRUST CO	$168M	4,029,867	—	NO PRIOR
25	STIFEL FINANCIAL CORP	$151M	3,630,786	+3,630,786	NEW
26	VOYA INVESTMENT MANAGEMENT LLC	$141M	3,384,551	+3,384,551	NEW
27	D. E. Shaw & Co., Inc.	$131M	3,133,461	+3,133,461	NEW
28	WELLS FARGO & COMPANY/MN	$130M	3,120,149	+3,120,149	NEW
29	Legal & General Group Plc	$124M	2,982,790	+2,982,790	NEW
30	BARCLAYS PLC	$97.8M	2,349,010	+2,349,010	NEW
31	MILLENNIUM MANAGEMENT LLC	$96.9M	2,326,561	+2,326,561	NEW
32	DEUTSCHE BANK AG\	$93.3M	2,240,259	+2,240,259	NEW
33	Swiss National Bank	$86.9M	2,085,850	+2,085,850	NEW
34	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$82.4M	1,978,149	+1,978,149	NEW
35	Electron Capital Partners, LLC	$79.9M	1,917,631	+1,917,631	NEW
36	BNP Paribas Asset Management Holding S.A.	$79.2M	1,902,501	+1,902,501	NEW
37	HSBC HOLDINGS PLC	$78.8M	1,885,843	+1,885,843	NEW
38	CITADEL ADVISORS LLC	$73.8M	1,771,379	+1,771,379	NEW
39	Nuveen, LLC	$73.3M	1,758,885	+1,758,885	NEW
40	ROYAL BANK OF CANADA	$71.8M	1,723,464	+1,723,464	NEW
41	Mitsubishi UFJ Asset Management Co., Ltd.	$67.0M	1,607,613	+1,607,613	NEW
42	Vanguard Global Advisers, LLC	$65.2M	1,565,463	—	NO PRIOR
43	BALYASNY ASSET MANAGEMENT L.P.	$61.9M	1,486,689	+1,486,689	NEW
44	Amundi	$61.4M	1,473,716	+1,473,716	NEW
45	Connor, Clark & Lunn Investment Management Ltd.	$60.3M	1,447,649	+1,447,649	NEW
46	JENNISON ASSOCIATES LLC	$57.8M	1,386,562	+1,386,562	NEW
47	VANGUARD ASSET MANAGEMENT, Ltd	$55.6M	1,335,433	—	NO PRIOR
48	Eurizon Capital SGR S.p.A.	$53.4M	1,281,611	+1,281,611	NEW
49	Man Group plc	$53.2M	1,277,495	+1,277,495	NEW
50	JANE STREET GROUP, LLC	$51.7M	1,240,605	+1,240,605	NEW
51	NORDEA INVESTMENT MANAGEMENT AB	$51.0M	1,198,621	+1,198,621	NEW
52	M&T BANK CORP	$50.7M	1,217,252	+1,217,252	NEW
53	RAYMOND JAMES FINANCIAL INC	$49.1M	1,180,027	+1,180,027	NEW
54	Advisors Capital Management, LLC	$47.8M	1,147,656	+1,147,656	NEW
55	LPL Financial LLC	$47.4M	1,137,482	+1,137,482	NEW
56	SAMLYN CAPITAL, LLC	$47.3M	1,135,045	+1,135,045	NEW
57	ENVESTNET ASSET MANAGEMENT INC	$47.2M	1,133,970	+1,133,970	NEW
58	Korea Investment CORP	$43.2M	1,036,992	+1,036,992	NEW
59	CITIGROUP INC	$40.2M	964,510	+964,510	NEW
60	FIRST TRUST ADVISORS LP	$39.9M	959,020	+959,020	NEW
61	Susquehanna Portfolio Strategies, LLC	$39.8M	956,288	+956,288	NEW
62	Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.	$39.5M	948,919	+948,919	NEW
63	TRUIST FINANCIAL CORP	$38.7M	929,749	+929,749	NEW
64	Assenagon Asset Management S.A.	$38.0M	911,383	+911,383	NEW
65	PointState Capital LP	$37.6M	902,960	+902,960	NEW
66	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$37.0M	888,559	+888,559	NEW
67	Swiss Life Asset Management Ltd	$34.5M	829,481	+829,481	NEW
68	PRINCIPAL FINANCIAL GROUP INC	$33.3M	799,028	+799,028	NEW
69	ALPS ADVISORS INC	$30.0M	719,348	+719,348	NEW
70	Alyeska Investment Group, L.P.	$29.1M	698,806	+698,806	NEW
71	IEQ CAPITAL, LLC	$28.3M	678,918	+678,918	NEW
72	Midwest Trust Co	$28.0M	672,901	+672,901	NEW
73	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$27.9M	670,314	+670,314	NEW
74	ALLIANCEBERNSTEIN L.P.	$27.4M	1,172,682	+1,172,682	NEW
75	Trexquant Investment LP	$27.2M	652,312	+652,312	NEW
76	ADAGE CAPITAL PARTNERS GP, L.L.C.	$26.8M	642,800	+642,800	NEW
77	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$26.7M	640,032	+640,032	NEW
78	CIBC WORLD MARKET INC.	$25.4M	609,577	+609,577	NEW
79	AVIVA PLC	$25.4M	608,821	+608,821	NEW
80	Mariner, LLC	$24.1M	579,404	+579,404	NEW
81	COMMONWEALTH EQUITY SERVICES, LLC	$23.3M	558,737	+558,737	NEW
82	TUDOR INVESTMENT CORP ET AL	$23.2M	557,249	+557,249	NEW
83	SYM FINANCIAL Corp	$23.0M	551,771	+551,771	NEW
84	SCHRODER INVESTMENT MANAGEMENT GROUP	$21.0M	504,178	+504,178	NEW
85	GFS Advisors, LLC	$20.9M	500,940	+500,940	NEW
86	Banco Santander, S.A.	$19.9M	478,984	+478,984	NEW
87	GROUP ONE TRADING LLC	$19.3M	463,217	+463,217	NEW
88	SIMPLEX TRADING, LLC	$19.0M	459,257	+459,257	NEW
89	BANK OF MONTREAL /CAN/	$18.9M	452,900	+452,900	NEW
90	Capital International Investors	$18.6M	447,418	+447,418	NEW
91	Creative Planning	$18.2M	436,260	+436,260	NEW
92	CIBC Bancorp USA Inc.	$17.9M	430,855	—	NO PRIOR
93	Zurcher Kantonalbank (Zurich Cantonalbank)	$17.6M	422,568	+422,568	NEW
94	Advisors Asset Management, Inc.	$17.2M	413,560	+413,560	NEW
95	Aberdeen Group plc	$17.2M	413,423	+413,423	NEW
96	Cerity Partners LLC	$17.1M	409,501	+409,501	NEW
97	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$16.8M	404,386	+404,386	NEW
98	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$16.8M	402,455	+402,455	NEW
99	HighTower Advisors, LLC	$16.0M	385,322	+385,322	NEW
100	XTX Topco Ltd	$16.0M	384,252	+384,252	NEW
101	STATE OF WISCONSIN INVESTMENT BOARD	$15.9M	380,693	+380,693	NEW
102	CWM, LLC	$15.2M	364,850	+364,850	NEW
103	Chevy Chase Trust Holdings, LLC	$15.0M	359,274	+359,274	NEW
104	Cetera Investment Advisers	$14.8M	354,855	+354,855	NEW
105	CLOUGH CAPITAL PARTNERS L P	$14.8M	354,180	+354,180	NEW
106	APG Asset Management N.V.	$14.5M	400,402	+400,402	NEW
107	Quantinno Capital Management LP	$14.1M	337,651	+337,651	NEW
108	Recurrent Investment Advisors LLC	$14.0M	335,209	+335,209	NEW
109	Vanguard Investments Australia, Ltd.	$13.9M	334,568	—	NO PRIOR
110	KLCM Advisors, Inc.	$13.7M	328,514	+328,514	NEW
111	BROWN ADVISORY INC	$13.1M	314,264	+314,264	NEW
112	Voleon Capital Management LP	$12.6M	302,232	+302,232	NEW
113	Asset Management One Co., Ltd.	$12.4M	297,008	+297,008	NEW
114	NewEdge Advisors, LLC	$12.3M	295,204	+295,204	NEW
115	Pictet Asset Management Holding SA	$12.2M	293,314	+293,314	NEW
116	WINTON GROUP Ltd	$12.2M	292,212	+292,212	NEW
117	OSAIC HOLDINGS, INC.	$12.0M	287,505	+287,505	NEW
118	TD ASSET MANAGEMENT INC	$11.9M	284,857	+284,857	NEW
119	STOREBRAND ASSET MANAGEMENT AS	$11.7M	280,512	—	NO PRIOR
120	Gotham Asset Management, LLC	$11.6M	279,188	+279,188	NEW
121	Wealthfront Advisers LLC	$11.6M	278,988	+278,988	NEW
122	SEI INVESTMENTS CO	$11.6M	278,822	+278,822	NEW
123	Curi Capital, LLC	$11.6M	277,388	+277,388	NEW
124	NOMURA ASSET MANAGEMENT CO LTD	$11.5M	275,919	+275,919	NEW
125	Aquatic Capital Management LLC	$11.3M	271,742	+271,742	NEW
126	Addenda Capital Inc.	$11.2M	269,800	+269,800	NEW
127	Allianz Asset Management GmbH	$10.9M	262,204	+262,204	NEW
128	FIFTH THIRD BANCORP	$10.5M	252,455	+252,455	NEW
129	Baird Financial Group, Inc.	$10.5M	251,438	+251,438	NEW
130	Trek Financial, LLC	$10.3M	247,458	+247,458	NEW
131	Old West Investment Management, LLC	$10.3M	246,526	+246,526	NEW
132	State of New Jersey Common Pension Fund D	$10.3M	246,446	+246,446	NEW
133	OPPENHEIMER ASSET MANAGEMENT INC.	$9.8M	234,141	+234,141	NEW
134	Cambria Investment Management, L.P.	$9.6M	230,708	+230,708	NEW
135	VICTORY CAPITAL MANAGEMENT INC	$9.6M	229,491	+229,491	NEW
136	NATIONAL BANK OF CANADA /FI/	$9.3M	223,746	+223,746	NEW
137	Resona Asset Management Co.,Ltd.	$9.3M	223,188	+223,188	NEW
138	Bell Bank	$9.0M	215,197	+215,197	NEW
139	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$8.9M	214,459	+214,459	NEW
140	US BANCORP \DE\	$8.9M	213,045	+213,045	NEW
141	MERCER GLOBAL ADVISORS INC /ADV	$8.6M	207,469	+207,469	NEW
142	FULLER & THALER ASSET MANAGEMENT, INC.	$8.6M	205,817	+205,817	NEW
143	AMERICAN CENTURY COMPANIES INC	$8.4M	201,972	+201,972	NEW
144	Focus Partners Wealth	$8.2M	197,664	+197,664	NEW
145	Tredje AP-fonden	$8.2M	197,433	+197,433	NEW
146	WELLINGTON MANAGEMENT GROUP LLP	$8.2M	195,884	+195,884	NEW
147	Czech National Bank	$8.1M	195,417	+195,417	NEW
148	Arizona State Retirement System	$8.0M	193,132	+193,132	NEW
149	GUGGENHEIM CAPITAL LLC	$8.0M	192,453	+192,453	NEW
150	GREENWOOD CAPITAL ASSOCIATES LLC	$8.0M	191,789	+191,789	NEW
151	Schonfeld Strategic Advisors LLC	$8.0M	191,434	+191,434	NEW
152	STATE OF MICHIGAN RETIREMENT SYSTEM	$7.8M	187,411	+187,411	NEW
153	Y-Intercept (Hong Kong) Ltd	$7.7M	185,026	+185,026	NEW
154	LONESTAR CAPITAL MANAGEMENT LLC	$7.5M	180,000	+180,000	NEW
155	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$7.5M	179,183	+179,183	NEW
156	Centiva Capital, LP	$7.4M	177,425	+177,425	NEW
157	Waverly Advisors, LLC	$7.4M	177,379	+177,379	NEW
158	ProShare Advisors LLC	$7.2M	173,631	+173,631	NEW
159	Night Squared LP	$7.1M	170,929	+170,929	NEW
160	Kestra Advisory Services, LLC	$7.1M	170,645	+170,645	NEW
161	CIBC Asset Management Inc	$7.1M	170,438	+170,438	NEW
162	Sagefield Capital LP	$7.1M	169,401	+169,401	NEW
163	BARINGS LLC	$7.1M	169,361	+169,361	NEW
164	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$7.0M	167,144	+167,144	NEW
165	Walleye Trading LLC	$6.9M	166,295	+166,295	NEW
166	Corient Private Wealth LLC	$6.7M	162,630	+162,630	NEW
167	Edgestream Partners, L.P.	$6.7M	161,151	+161,151	NEW
168	SEB Asset Management AB	$6.6M	159,445	—	NO PRIOR
169	TKG Advisors, LLC	$6.5M	156,621	+156,621	NEW
170	Caption Management, LLC	$6.4M	154,300	+154,300	NEW
171	Retirement Systems of Alabama	$6.3M	152,373	+152,373	NEW
172	WCG Wealth Advisors LLC	$6.3M	151,619	+151,619	NEW
173	GATEWAY INVESTMENT ADVISERS LLC	$6.3M	151,109	+151,109	NEW
174	Dakota Wealth Management	$6.2M	147,886	+147,886	NEW
175	XPONANCE LLC	$6.0M	143,806	+143,806	NEW
176	Vanguard Personalized Indexing Management, LLC	$6.0M	143,398	+143,398	NEW
177	Qsemble Capital Management, LP	$5.8M	139,736	+139,736	NEW
178	Mirae Asset Global Investments Co., Ltd.	$5.8M	138,989	+138,989	NEW
179	Boston Partners	$5.7M	137,727	+137,727	NEW
180	Pine Valley Investments Ltd Liability Co	$5.5M	132,596	+132,596	NEW
181	CAISSE DES DEPOTS ET CONSIGNATIONS	$5.4M	130,500	+130,500	NEW
182	Quadrature Capital Ltd	$5.2M	124,997	+124,997	NEW
183	Tidal Investments LLC	$5.2M	124,789	+124,789	NEW
184	KEYBANK NATIONAL ASSOCIATION/OH	$5.1M	122,250	+122,250	NEW
185	Daiwa Securities Group Inc.	$5.1M	121,664	+121,664	NEW
186	PUBLIC SECTOR PENSION INVESTMENT BOARD	$4.9M	116,453	+116,453	NEW
187	NEOS Investment Management LLC	$4.9M	116,450	+116,450	NEW
188	&PARTNERS	$4.8M	116,352	+116,352	NEW
189	BANK OF NOVA SCOTIA	$4.8M	115,659	+115,659	NEW
190	Leonteq Securities AG	$4.8M	114,903	+114,903	NEW
191	Utah Retirement Systems	$4.8M	114,863	+114,863	NEW
192	Generali Investments, Management Co LLC	$4.7M	112,141	+112,141	NEW
193	FRANKLIN RESOURCES INC	$4.6M	110,745	+110,745	NEW
194	IFM Investors Pty Ltd	$4.5M	109,144	+109,144	NEW
195	Bellwether Advisors, LLC	$4.5M	106,856	+106,856	NEW
196	Rakuten Investment Management, Inc.	$4.4M	106,152	+106,152	NEW
197	ASR Vermogensbeheer N.V.	$4.4M	105,630	+105,630	NEW
198	JACKSON SQUARE CAPITAL, LLC	$4.3M	104,434	+104,434	NEW
199	Sanctuary Advisors, LLC	$4.2M	101,444	+101,444	NEW
200	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$4.2M	99,776	+99,776	NEW
201	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$4.2M	99,752	+99,752	NEW
202	True North Advisors, LLC	$4.1M	99,374	+99,374	NEW
203	Pathstone Holdings, LLC	$4.1M	98,923	+98,923	NEW
204	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$4.1M	97,959	+97,959	NEW
205	BLAIR WILLIAM & CO/IL	$4.0M	97,108	+97,108	NEW
206	MACKENZIE FINANCIAL CORP	$4.0M	96,475	+96,475	NEW
207	Collar Capital Management, LLC	$4.0M	95,457	+95,457	NEW
208	Truvestments Capital LLC	$4.0M	95,189	+95,189	NEW
209	Private Advisor Group, LLC	$4.0M	95,031	+95,031	NEW
210	Morningstar Investment Management LLC	$3.9M	93,763	+93,763	NEW
211	ING GROEP NV	$3.9M	93,701	+93,701	NEW
212	Walleye Capital LLC	$3.9M	92,987	+92,987	NEW
213	NISSAY ASSET MANAGEMENT CORP /JAPAN	$3.9M	92,725	+92,725	NEW
214	Ensign Peak Advisors, Inc	$3.8M	91,452	+91,452	NEW
215	Sumitomo Mitsui DS Asset Management Company, Ltd	$3.8M	90,481	+90,481	NEW
216	Owen LaRue, LLC	$3.7M	88,170	+88,170	NEW
217	KMG FIDUCIARY PARTNERS, LLC	$3.5M	84,584	+84,584	NEW
218	Merit Financial Group, LLC	$3.5M	84,538	+84,538	NEW
219	Sowell Financial Services LLC	$3.5M	83,595	+83,595	NEW
220	Disciplined Equity Management, Inc.	$3.4M	82,799	+82,799	NEW
221	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$3.4M	82,138	+82,138	NEW
222	Next Level Private LLC	$3.4M	80,620	+80,620	NEW
223	Janus Henderson Group Ltd.	$3.3M	79,411	+79,411	NEW
224	Americana Partners, LLC	$3.3M	79,082	+79,082	NEW
225	TD Waterhouse Canada Inc.	$3.2M	79,070	+79,070	NEW
226	Diversified Trust Co	$3.2M	77,237	+77,237	NEW
227	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$3.2M	76,306	+76,306	NEW
228	CastleKnight Management LP	$3.2M	75,700	+75,700	NEW
229	Unison Advisors LLC	$3.1M	75,242	+75,242	NEW
230	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$3.1M	73,597	+73,597	NEW
231	OP Asset Management Ltd	$3.0M	71,908	—	NO PRIOR
232	Frank, Rimerman Advisors LLC	$3.0M	71,750	+71,750	NEW
233	OCCUDO QUANTITATIVE STRATEGIES LP	$3.0M	73,116	+73,116	NEW
234	Orca Wealth Management, LLC	$2.9M	68,692	+68,692	NEW
235	Parcion Private Wealth LLC	$2.8M	67,732	+67,732	NEW
236	U.S. Capital Wealth Advisors, LLC	$2.8M	67,325	+67,325	NEW
237	Capital Asset Advisory Services LLC	$2.7M	74,228	+74,228	NEW
238	Rehmann Capital Advisory Group	$2.7M	64,088	+64,088	NEW
239	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$2.6M	61,322	+61,322	NEW
240	MEYER HANDELMAN CO	$2.5M	61,168	+61,168	NEW
241	Royal Fund Management, LLC	$2.5M	60,946	+60,946	NEW
242	Haverford Trust Co	$2.5M	60,822	+60,822	NEW
243	Rockefeller Capital Management L.P.	$2.5M	60,625	+60,625	NEW
244	Delta Global Management LP	$2.5M	60,580	+60,580	NEW
245	FIRST CITIZENS BANK & TRUST CO	$2.5M	59,228	+59,228	NEW
246	Massar Capital Management, LP	$2.5M	58,957	+58,957	NEW
247	MACQUARIE GROUP LTD	$2.4M	57,766	+57,766	NEW
248	Empowered Funds, LLC	$2.4M	56,767	+56,767	NEW
249	Jackson Hole Capital Partners, LLC	$2.4M	56,439	+56,439	NEW
250	D.A. DAVIDSON & CO.	$2.3M	56,329	+56,329	NEW
251	OPPENHEIMER & CO INC	$2.3M	56,237	+56,237	NEW
252	Avior Wealth Management, LLC	$2.3M	56,228	+56,228	NEW
253	Envestnet Portfolio Solutions, Inc.	$2.3M	54,631	+54,631	NEW
254	Dai-ichi Life Insurance Company, Ltd	$2.3M	54,617	+54,617	NEW
255	Inman Jager Wealth Management, LLC	$2.3M	54,487	+54,487	NEW
256	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	$2.3M	54,485	+54,485	NEW
257	Focus Partners Advisor Solutions, LLC	$2.3M	54,063	+54,063	NEW
258	Summit Trail Advisors, LLC	$2.2M	52,997	+52,997	NEW
259	Financial Sense Advisors, Inc.	$2.2M	52,887	+52,887	NEW
260	Beacon Pointe Advisors, LLC	$2.2M	52,288	+52,288	NEW
261	Rafferty Asset Management, LLC	$2.2M	51,928	+51,928	NEW
262	180 WEALTH ADVISORS, LLC	$2.1M	51,262	+51,262	NEW
263	Investment Management Corp of Ontario	$2.1M	50,803	+50,803	NEW
264	Allspring Global Investments Holdings, LLC	$2.1M	51,391	+51,391	NEW
265	Sivia Capital Partners, LLC	$2.1M	49,746	+49,746	NEW
266	COMMERCE BANK	$2.1M	49,559	+6,117	ADD
267	Howard Capital Management, LLC	$2.1M	49,464	+49,464	NEW
268	Steward Partners Investment Advisory, LLC	$2.1M	49,417	+49,417	NEW
269	Avanza Fonder AB	$2.1M	49,351	+49,351	NEW
270	Allworth Financial LP	$2.0M	49,140	+49,140	NEW
271	INDEPENDENT FINANCIAL GROUP, LLC	$2.0M	49,028	—	NO PRIOR
272	Vestmark Advisory Solutions, Inc.	$2.0M	48,652	+48,652	NEW
273	WINDWARD CAPITAL MANAGEMENT CO /CA	$2.0M	47,672	+47,672	NEW
274	Brevan Howard Capital Management LP	$2.0M	47,256	+47,256	NEW
275	SCOTIA CAPITAL INC.	$1.9M	46,648	+46,648	NEW
276	Hudson Bay Capital Management LP	$1.9M	45,892	+45,892	NEW
277	WATERS PARKERSON & CO., LLC	$1.9M	45,690	+45,690	NEW
278	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$1.9M	45,081	+45,081	NEW
279	National Pension Service	$1.9M	44,421	+44,421	NEW
280	ALERUS FINANCIAL NA	$1.8M	44,127	+44,127	NEW
281	ELEVATION POINT WEALTH PARTNERS, LLC	$1.8M	43,985	+43,985	NEW
282	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.8M	43,850	+43,850	NEW
283	Kovack Advisors, Inc.	$1.8M	44,066	+44,066	NEW
284	Oak Thistle LLC	$1.8M	43,543	+43,543	NEW
285	MIZUHO SECURITIES USA LLC	$1.8M	43,378	+43,378	NEW
286	Berkeley Capital Partners, LLC	$1.8M	43,187	+43,187	NEW
287	INTECH INVESTMENT MANAGEMENT LLC	$1.8M	42,747	+42,747	NEW
288	CREDIT AGRICOLE S A	$1.8M	42,597	+42,597	NEW
289	Vident Advisory, LLC	$1.8M	42,259	+42,259	NEW
290	Redmond Asset Management, LLC	$1.8M	42,112	+42,112	NEW
291	Summit Place Financial Advisors, LLC	$1.7M	41,575	+41,575	NEW
292	Wilmington Savings Fund Society, FSB	$1.7M	41,561	+1,081	ADD
293	MAI Capital Management	$1.7M	41,352	+41,352	NEW
294	EVERGREEN CAPITAL MANAGEMENT LLC	$1.7M	41,267	+41,267	NEW
295	MML INVESTORS SERVICES, LLC	$1.7M	40,992	+40,992	NEW
296	Norinchukin Bank, The	$1.7M	40,960	+40,960	NEW
297	HB Wealth Management, LLC	$1.7M	40,790	+40,790	NEW
298	Econ Financial Services Corp	$1.7M	40,378	+40,378	NEW
299	Pinnacle Financial Partners, Inc.	$1.7M	39,659	+39,659	NEW
300	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$1.6M	38,636	+38,636	NEW
301	Prospera Financial Services Inc	$1.6M	38,128	+38,128	NEW
302	PINNACLE ASSOCIATES LTD	$1.6M	38,008	+38,008	NEW
303	Buckley Wealth Management, LLC	$1.6M	37,908	+37,908	NEW
304	Federation des caisses Desjardins du Quebec	$1.6M	37,843	+37,843	NEW
305	CNB Bank	$1.6M	37,556	+37,556	NEW
306	DIVERSIFY WEALTH MANAGEMENT, LLC	$1.6M	39,393	+39,393	NEW
307	Chicago Partners Investment Group LLC	$1.6M	40,118	+40,118	NEW
308	Lantz Financial LLC	$1.6M	37,279	+37,279	NEW
309	Concurrent Investment Advisors, LLC	$1.5M	36,514	+36,514	NEW
310	Diversify Advisory Services, LLC	$1.5M	38,363	+38,363	NEW
311	FOX RUN MANAGEMENT, L.L.C.	$1.5M	36,105	+36,105	NEW
312	Pallas Capital Advisors LLC	$1.5M	35,618	+35,618	NEW
313	PFG Investments, LLC	$1.5M	34,926	+34,926	NEW
314	Dynamic Technology Lab Private Ltd	$1.5M	34,913	+34,913	NEW
315	Maryland State Retirement & Pension System	$1.4M	34,391	+34,391	NEW
316	Sequoia Financial Advisors, LLC	$1.4M	34,094	+34,094	NEW
317	VCI Wealth Management LLC	$1.4M	33,869	+33,869	NEW
318	Jacobi Capital Management LLC	$1.4M	33,667	+33,667	NEW
319	BRANDYWINE OAK PRIVATE WEALTH LLC	$1.4M	33,517	+33,517	NEW
320	OMERS ADMINISTRATION Corp	$1.4M	32,624	+32,624	NEW
321	Linden Thomas Advisory Services, LLC	$1.4M	32,422	+32,422	NEW
322	MFG WEALTH MANAGEMENT, INC.	$1.3M	32,311	+32,311	NEW
323	Moors & Cabot, Inc.	$1.3M	32,219	+32,219	NEW
324	Krilogy Financial LLC	$1.3M	33,604	+33,604	NEW
325	INCEPTIONR LLC	$1.3M	31,911	+31,911	NEW
326	McKinney Capital Management, LLC	$1.3M	31,732	—	NO PRIOR
327	CIDEL ASSET MANAGEMENT INC	$1.3M	30,839	+30,839	NEW
328	Annis Gardner Whiting Capital Advisors, LLC	$1.3M	30,212	+30,212	NEW
329	FOURPATH CAPITAL MANAGEMENT, LLC	$1.3M	30,180	+30,180	NEW
330	PRIVATE MANAGEMENT GROUP INC	$1.2M	30,000	+30,000	NEW
331	Bull Harbor Capital LLC	$1.2M	29,823	—	NO PRIOR
332	Magnetar Financial LLC	$1.2M	29,342	+29,342	NEW
333	MUFG Securities EMEA plc	$1.2M	29,416	+29,416	NEW
334	BOOTHBAY FUND MANAGEMENT, LLC	$1.2M	28,622	+28,622	NEW
335	COLDSTREAM CAPITAL MANAGEMENT INC	$1.2M	28,440	+28,440	NEW
336	PRUDENTIAL PLC	$1.2M	28,249	+28,249	NEW
337	ABN AMRO INVESTMENT SOLUTIONS	$1.2M	28,026	+28,026	NEW
338	Equitable Holdings, Inc.	$1.2M	37,426	+37,426	NEW
339	ROYAL LONDON ASSET MANAGEMENT LTD	$1.2M	27,986	+27,986	NEW
340	Hilltop Holdings Inc.	$1.2M	27,706	+22,891	ADD
341	Kingsview Wealth Management, LLC	$1.1M	27,606	+27,606	NEW
342	REGIONS FINANCIAL CORP	$1.1M	27,217	+27,217	NEW
343	Hartree Partners, LP	$1.1M	27,200	+27,200	NEW
344	NOMURA HOLDINGS INC	$1.1M	26,811	+26,811	NEW
345	SHEPHERD KAPLAN KROCHUK, LLC	$1.1M	26,702	+26,702	NEW
346	Stratos Wealth Partners, LTD.	$1.1M	26,620	+26,620	NEW
347	STEPHENS INC /AR/	$1.1M	26,139	+26,139	NEW
348	Caitong International Asset Management Co., Ltd	$1.1M	25,592	+25,592	NEW
349	DELTA ASSET MANAGEMENT LLC/TN	$1.1M	25,443	+25,443	NEW
350	Symmetry Investments LP	$1.1M	25,300	+25,300	NEW
351	Manatuck Hill Partners, LLC	$1.0M	25,000	+25,000	NEW
352	Uncommon Cents Investing LLC	$1.0M	24,995	+24,995	NEW
353	Bryn Mawr Trust Advisors, LLC	$1.0M	24,601	+24,601	NEW
354	626 Financial, LLC	$1.0M	24,585	+24,585	NEW
355	Garner Asset Management Corp	$1.0M	24,535	+24,535	NEW
356	QUADRANT CAPITAL GROUP LLC	$1.0M	24,424	+24,424	NEW
357	Empirical Finance, LLC	$1.0M	24,088	+24,088	NEW
358	Modera Wealth Management, LLC	$989K	23,757	+23,757	NEW
359	Obermeyer Wealth Partners	$984K	23,621	+23,621	NEW
360	MGO ONE SEVEN LLC	$984K	23,618	+23,618	NEW
361	Retirement Planning Co of New England, Inc.	$976K	23,426	+23,426	NEW
362	Radnor Capital Management, LLC	$974K	23,391	+23,391	NEW
363	Ausdal Financial Partners, Inc.	$964K	23,150	+23,150	NEW
364	Tower Research Capital LLC (TRC)	$963K	23,132	+23,132	NEW
365	Capital Investment Advisory Services, LLC	$961K	23,077	+23,077	NEW
366	Savvy Advisors, Inc.	$958K	23,008	+23,008	NEW
367	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$956K	22,959	+22,959	NEW
368	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$950K	23,351	+23,351	NEW
369	WOLVERINE ASSET MANAGEMENT LLC	$937K	22,500	+22,500	NEW
370	ROMANO BROTHERS AND COMPANY	$927K	22,261	+22,261	NEW
371	Wealthspire Advisors, LLC	$925K	22,216	+22,216	NEW
372	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	$917K	22,009	+22,009	NEW
373	Strategies Wealth Advisors, LLC	$908K	21,810	+21,810	NEW
374	BENJAMIN EDWARDS INC	$903K	21,683	+21,683	NEW
375	DAVENPORT & Co LLC	$902K	21,647	+21,647	NEW
376	QRG CAPITAL MANAGEMENT, INC.	$894K	21,470	+21,470	NEW
377	AE Wealth Management LLC	$892K	21,426	+21,426	NEW
378	CENTRAL TRUST Co	$881K	21,151	+21,151	NEW
379	FIRST FOUNDATION ADVISORS	$864K	20,737	+20,737	NEW
380	WADDELL & ASSOCIATES, LLC	$859K	20,632	+20,632	NEW
381	PROFUND ADVISORS LLC	$857K	20,583	+20,583	NEW
382	Metis Global Partners, LLC	$849K	20,393	+20,393	NEW
383	Argentarii, LLC	$848K	20,366	+20,366	NEW
384	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.	$833K	20,000	+20,000	NEW
385	EVOLVE PRIVATE WEALTH, LLC	$827K	19,853	+19,853	NEW
386	Probity Advisors, Inc.	$818K	19,635	+19,635	NEW
387	NATIXIS	$818K	19,630	+19,630	NEW
388	Composition Wealth, LLC	$806K	19,359	+19,359	NEW
389	OLD NATIONAL BANCORP /IN/	$796K	19,101	+19,101	NEW
390	Squarepoint Ops LLC	$794K	19,074	+19,074	NEW
391	Western Wealth Management, LLC	$791K	18,986	+18,986	NEW
392	DAYMARK WEALTH PARTNERS, LLC	$788K	18,913	+18,913	NEW
393	Polymer Capital Management (US) LLC	$784K	18,820	+18,820	NEW
394	Lighthouse Investment Partners, LLC	$776K	18,621	+18,621	NEW
395	LOWE BROCKENBROUGH & CO INC	$774K	18,593	+18,593	NEW
396	TT Capital Management LLC	$771K	18,500	+18,500	NEW
397	Intrua Financial, LLC	$770K	18,478	+18,478	NEW
398	MidFirst Bank	$759K	18,224	+18,224	NEW
399	MOODY NATIONAL BANK TRUST DIVISION	$745K	17,883	+17,883	NEW
400	Summit Financial, LLC	$745K	17,877	+17,877	NEW
401	1ST SOURCE BANK	$744K	17,871	+17,871	NEW
402	Meeder Advisory Services, Inc.	$740K	17,778	+17,778	NEW
403	Cresset Asset Management, LLC	$739K	17,752	+17,752	NEW
404	Lido Advisors, LLC	$737K	17,689	+17,689	NEW
405	STANCE CAPITAL LLC	$727K	17,445	+17,445	NEW
406	Parkside Financial Bank & Trust	$722K	17,327	+17,327	NEW
407	UMB Bank, n.a.	$708K	16,987	+16,987	NEW
408	XML Financial, LLC	$701K	16,834	+16,834	NEW
409	Ballentine Partners, LLC	$701K	16,831	+16,831	NEW
410	Silverberg Bernstein Capital Management LLC	$691K	16,579	+16,579	NEW
411	Entruity Wealth, LLC	$690K	16,563	+16,563	NEW
412	HOLDERNESS INVESTMENTS CO	$680K	16,325	+16,325	NEW
413	Clearstead Advisors, LLC	$676K	16,221	+16,221	NEW
414	Brookstone Capital Management	$676K	16,221	+16,221	NEW
415	Perigon Wealth Management, LLC	$668K	16,049	+16,049	NEW
416	Quantum Portfolio Management LLC	$665K	15,966	+15,966	NEW
417	VestGen Advisors, LLC	$664K	16,840	+16,840	NEW
418	Engineers Gate Manager LP	$655K	15,731	+15,731	NEW
419	Apollon Wealth Management, LLC	$651K	15,636	+15,636	NEW
420	World Investment Advisors	$649K	15,584	+15,584	NEW
421	Lombard Odier Asset Management (USA) Corp	$644K	15,456	+15,456	NEW
422	Herold Advisors, Inc.	$640K	15,373	+15,373	NEW
423	Lavaca Capital LLC	$634K	15,233	+15,233	NEW
424	Topsail Wealth Management, LLC	$633K	15,194	+15,194	NEW
425	Blue Trust, Inc.	$631K	15,154	+15,154	NEW
426	FIDUCIARY TRUST CO	$614K	14,746	+14,746	NEW
427	Candriam S.C.A.	$609K	14,633	+14,633	NEW
428	iSAM Funds (UK) Ltd	$603K	14,486	+14,486	NEW
429	Greenland Capital Management LP	$590K	14,170	+14,170	NEW
430	Verition Fund Management LLC	$590K	14,168	+14,168	NEW
431	Savant Capital, LLC	$576K	13,823	+13,823	NEW
432	FOUNDATIONS INVESTMENT ADVISORS, LLC	$572K	13,722	+13,722	NEW
433	Arax Advisory Partners	$571K	13,721	+13,721	NEW
434	Venture Visionary Partners LLC	$559K	13,417	+13,417	NEW
435	Bleakley Financial Group, LLC	$559K	13,409	+13,409	NEW
436	BAR HARBOR WEALTH MANAGEMENT	$558K	13,406	+13,406	NEW
437	Cherokee Insurance Co	$558K	13,391	+13,391	NEW
438	Perpetual Ltd	$557K	13,367	+13,367	NEW
439	American Investment Services, Inc.	$554K	13,290	+13,290	NEW
440	Frec Markets, Inc.	$552K	13,260	+13,260	NEW
441	SILVER OAK SECURITIES, INCORPORATED	$551K	13,228	+13,228	NEW
442	Procyon Advisors, LLC	$551K	13,224	+13,224	NEW
443	TEMA ETFS LLC	$551K	13,220	+13,220	NEW
444	Abel Hall, LLC	$548K	13,162	+13,162	NEW
445	Laird Norton Wetherby Trust Company, LLC	$548K	13,159	+13,159	NEW
446	EVOKE WEALTH, LLC	$547K	13,141	+13,141	NEW
447	Purewater Capital LLC	$545K	13,079	—	NO PRIOR
448	Brown Miller Wealth Management, LLC	$545K	13,076	+13,076	NEW
449	Samjo Management, LLC	$542K	13,003	+13,003	NEW
450	Essex Financial Services, Inc.	$541K	12,987	+12,987	NEW
451	Principle Wealth Partners LLC	$541K	12,982	+12,982	NEW
452	Baker Avenue Asset Management, LP	$532K	12,770	+12,770	NEW
453	MBL Wealth, LLC	$530K	12,737	+12,737	NEW
454	Kimelman & Baird, LLC	$530K	12,728	+12,728	NEW
455	Confluence Wealth Services, Inc.	$523K	12,565	+12,565	NEW
456	Aviance Capital Partners, LLC	$523K	12,555	+12,555	NEW
457	Turtle Creek Wealth Advisors, LLC	$514K	12,340	+12,340	NEW
458	Canal Capital Management, LLC	$511K	12,275	+12,275	NEW
459	Emissary Wealth LLC	$510K	12,254	+12,254	NEW
460	Rothschild Wealth LLC	$509K	12,220	+12,220	NEW
461	Widmann Financial Services, Inc.	$503K	12,083	+12,083	NEW
462	Quadcap Wealth Management, LLC	$502K	12,044	+12,044	NEW
463	Mraz, Amerine & Associates, Inc.	$499K	11,975	+11,975	NEW
464	TriaGen Wealth Management LLC	$496K	11,908	+11,908	NEW
465	M.E. ALLISON & CO., INC.	$495K	11,883	+11,883	NEW
466	McAdam, LLC	$494K	11,861	+11,861	NEW
467	Mesirow Financial Investment Management, Inc.	$488K	11,713	+11,713	NEW
468	CHOREO, LLC	$481K	11,555	+11,555	NEW
469	LexAurum Advisors, LLC	$479K	11,509	—	NO PRIOR
470	AMG National Trust Bank	$479K	11,508	+11,508	NEW
471	AlphaCore Capital LLC	$478K	11,481	+11,481	NEW
472	Avidian Wealth Enterprises, LLC	$476K	11,424	+11,424	NEW
473	Snowden Capital Advisors LLC	$472K	11,322	+11,322	NEW
474	MATHER GROUP, LLC.	$468K	11,240	+11,240	NEW
475	WEALTH EFFECTS LLC	$467K	11,223	+11,223	NEW
476	Larson Financial Group LLC	$467K	11,212	+11,212	NEW
477	Manske Wealth Management	$466K	11,198	+11,198	NEW
478	EP Wealth Advisors, LLC	$466K	11,195	+11,195	NEW
479	SEARLE & CO.	$464K	11,130	+11,130	NEW
480	Gibbs Wealth Management	$462K	11,104	+11,104	NEW
481	Atria Investments, Inc	$462K	11,081	+11,081	NEW
482	Atom Investors LP	$461K	11,070	+11,070	NEW
483	Murphy, Middleton, Hinkle & Parker, Inc.	$459K	11,016	+11,016	NEW
484	INSIGNEO ADVISORY SERVICES, LLC	$454K	10,892	+10,892	NEW
485	AlTi Global, Inc.	$451K	10,827	+10,827	NEW
486	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$450K	10,816	+10,816	NEW
487	CALDWELL SUTTER CAPITAL, INC.	$448K	10,746	+10,746	NEW
488	EXCALIBUR MANAGEMENT CORP	$447K	10,731	+10,731	NEW
489	SteelPeak Wealth, LLC	$445K	10,686	+10,686	NEW
490	Mutual Advisors, LLC	$443K	10,647	+10,647	NEW
491	TEACHER RETIREMENT SYSTEM OF TEXAS	$439K	10,551	+10,551	NEW
492	BROWN, LISLE/CUMMINGS, INC.	$436K	10,466	+10,466	NEW
493	Deseret Mutual Benefit Administrators	$435K	10,433	+10,433	NEW
494	QTR Family Wealth, LLC	$434K	11,075	+11,075	NEW
495	DT Investment Partners, LLC	$432K	10,381	+10,381	NEW
496	NewEdge Wealth, LLC	$430K	10,335	+10,335	NEW
497	JOHNSON INVESTMENT COUNSEL INC	$430K	10,334	+10,334	NEW
498	Siemens Fonds Invest GmbH	$426K	10,234	+10,234	NEW
499	Aptus Capital Advisors, LLC	$425K	10,209	+10,209	NEW
500	Sigma Planning Corp	$425K	10,208	+10,208	NEW

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

Congress ↔ notable managers · DOW

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

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 1 Tommy Tuberville R–AL $1K–$15K

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 $35.1M held
Trimming: 0 — $0 held

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

Merged timeline of congressional filings and notable-manager moves on DOW
Date	Who	Change	Size
2026-08-05	Tommy Tuberville Congress	SELL	$1K–$15K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Tudor Investment Corp 13F	NEW	+557,249 sh
2026-05-15	Gotham Asset Management 13F	NEW	+279,188 sh
2026-05-14	Caxton Associates 13F	NEW	+5,230 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

29 members of Congress disclosed DOW — 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).