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 ↗

EXELON CORP · COM · quarter ended 2026-03-31 · 14 members disclosed EXC ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,019 holders are listed, largest first: 1,019
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $41.7B
holders whose share count rose or who opened the position (new + add), by shares: 501
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 119

Holders — quarter ended 2026-03-31

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

13F holders of EXC ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$5.5B	112,749,609	−5,670,996	TRIM
2	STATE STREET CORP	$3.3B	67,571,965	+948,862	ADD
3	VANGUARD CAPITAL MANAGEMENT LLC	$3.2B	66,015,688	—	NO PRIOR
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.7B	54,665,434	—	NO PRIOR
5	Capital World Investors	$2.0B	40,074,592	+29,974,017	ADD
6	GEODE CAPITAL MANAGEMENT, LLC	$1.6B	31,725,739	+3,305,541	ADD
7	LAZARD ASSET MANAGEMENT LLC	$1.2B	24,620,304	+1,490,251	ADD
8	FMR LLC	$1.1B	23,027,865	−3,076,334	TRIM
9	GQG Partners LLC	$1.1B	22,278,201	−2,701,373	TRIM
10	WELLINGTON MANAGEMENT GROUP LLP	$1.0B	20,429,165	+2,111,689	ADD
11	DEUTSCHE BANK AG\	$964M	19,657,029	−1,307,707	TRIM
12	Invesco Ltd.	$783M	15,966,752	−242,463	TRIM
13	MORGAN STANLEY	$781M	15,940,072	−985,611	TRIM
14	Capital International Investors	$752M	15,345,302	−1,592,823	TRIM
15	NORTHERN TRUST CORP	$719M	14,657,327	−149,075	TRIM
16	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$658M	13,414,228	−417,745	TRIM
17	Legal & General Group Plc	$646M	13,178,232	+32,406	ADD
18	Bank of New York Mellon Corp	$628M	12,815,644	−548,073	TRIM
19	Amundi	$509M	10,375,938	+2,220,427	ADD
20	NORDEA INVESTMENT MANAGEMENT AB	$499M	10,282,589	+2,234,234	ADD
21	HSBC HOLDINGS PLC	$412M	8,409,268	−6,748,994	TRIM
22	FIL Ltd	$367M	7,489,847	+49,567	ADD
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$349M	7,117,732	+232,293	ADD
24	BANK OF AMERICA CORP /DE/	$311M	6,336,909	−1,568,568	TRIM
25	FRANKLIN RESOURCES INC	$293M	5,977,471	+144,586	ADD
26	VANGUARD FIDUCIARY TRUST CO	$282M	5,746,177	—	NO PRIOR
27	UBS Group AG	$273M	5,575,051	+1,578,599	ADD
28	BNP Paribas Asset Management Holding S.A.	$245M	4,995,451	+1,644,948	ADD
29	ROYAL BANK OF CANADA	$240M	4,903,127	−303,785	TRIM
30	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$239M	4,879,876	−365,454	TRIM
31	CANADA PENSION PLAN INVESTMENT BOARD	$219M	4,461,577	−13,839	TRIM
32	Nuveen, LLC	$216M	4,403,561	−132,034	TRIM
33	Allianz Asset Management GmbH	$206M	4,207,807	−3,404,203	TRIM
34	DIMENSIONAL FUND ADVISORS LP	$185M	3,765,827	+104,403	ADD
35	ANTIPODES PARTNERS Ltd	$184M	3,763,381	+78,901	ADD
36	AMERIPRISE FINANCIAL INC	$183M	3,729,162	+388,651	ADD
37	BARCLAYS PLC	$180M	3,673,767	−242,704	TRIM
38	FIRST TRUST ADVISORS LP	$178M	3,641,027	−795,539	TRIM
39	Robeco Institutional Asset Management B.V.	$164M	3,346,505	+224,919	ADD
40	Capital Research Global Investors	$162M	3,301,089	+12,197	ADD
41	CITADEL ADVISORS LLC	$160M	3,261,313	+3,036,208	ADD
42	PANAGORA ASSET MANAGEMENT INC	$158M	3,226,369	−460,609	TRIM
43	Swedbank AB	$153M	3,118,442	+31,890	ADD
44	AQR CAPITAL MANAGEMENT LLC	$148M	3,048,513	−843,695	TRIM
45	Swiss National Bank	$145M	2,964,855	+197,200	ADD
46	CITIGROUP INC	$144M	2,933,255	+318,069	ADD
47	BANK OF MONTREAL /CAN/	$136M	2,764,918	−75,544	TRIM
48	PFA Pension, Forsikringsaktieselskab	$131M	2,662,807	+2,662,807	NEW
49	Sumitomo Mitsui Trust Group, Inc.	$124M	2,529,243	−138,752	TRIM
50	SEI INVESTMENTS CO	$124M	2,525,999	+846,230	ADD
51	VICTORY CAPITAL MANAGEMENT INC	$117M	2,381,160	−58,172	TRIM
52	Mitsubishi UFJ Asset Management Co., Ltd.	$117M	2,380,414	+165,129	ADD
53	Vanguard Global Advisers, LLC	$113M	2,299,063	—	NO PRIOR
54	RAYMOND JAMES FINANCIAL INC	$109M	2,232,366	−325,797	TRIM
55	JENNISON ASSOCIATES LLC	$105M	2,150,558	−290,275	TRIM
56	VANGUARD ASSET MANAGEMENT, Ltd	$100M	2,040,429	—	NO PRIOR
57	Candriam S.C.A.	$98.1M	2,001,357	+798,748	ADD
58	WELLS FARGO & COMPANY/MN	$95.9M	1,957,228	+1,114,350	ADD
59	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$95.5M	1,947,187	+1,947,187	NEW
60	FEDERATED HERMES, INC.	$92.6M	1,888,922	+1,115,124	ADD
61	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$88.1M	1,796,401	−156,989	TRIM
62	AVIVA PLC	$85.8M	1,750,208	+52,077	ADD
63	National Pension Service	$81.9M	1,670,967	+1,670,967	NEW
64	MIZUHO MARKETS AMERICAS LLC	$81.1M	1,655,400	+1,655,400	NEW
65	RWC Asset Management LLP	$80.3M	1,637,852	−165,908	TRIM
66	M&G Plc	$77.9M	1,589,929	+7,825	ADD
67	ProShare Advisors LLC	$77.0M	1,570,494	−320,616	TRIM
68	J. Safra Sarasin Holding AG	$68.3M	1,393,792	+607,094	ADD
69	Quantinno Capital Management LP	$65.7M	1,340,641	+492,209	ADD
70	TD ASSET MANAGEMENT INC	$65.0M	1,326,107	−9,805	TRIM
71	Universal- Beteiligungs- und Servicegesellschaft mbH	$64.3M	1,314,484	+71,414	ADD
72	Squarepoint Ops LLC	$63.8M	1,302,223	+556,335	ADD
73	Aberdeen Group plc	$61.5M	1,254,905	−15,750	TRIM
74	PRINCIPAL FINANCIAL GROUP INC	$61.1M	1,247,111	+9,435	ADD
75	JUPITER ASSET MANAGEMENT LTD	$61.1M	1,246,292	−74,779	TRIM
76	Man Group plc	$60.0M	1,223,339	−888,103	TRIM
77	REGIONS FINANCIAL CORP	$57.3M	1,168,122	−21,927	TRIM
78	SCHRODER INVESTMENT MANAGEMENT GROUP	$56.0M	1,139,822	−166,907	TRIM
79	DANSKE BANK A/S	$55.6M	1,133,843	+34,078	ADD
80	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$54.8M	1,118,427	−29,505	TRIM
81	Magellan Asset Management Ltd	$53.6M	1,092,489	+229,573	ADD
82	ALLIANCEBERNSTEIN L.P.	$52.2M	1,198,545	−34,054	TRIM
83	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$51.8M	1,043,562	−13,125,776	TRIM
84	Vanguard Investments Australia, Ltd.	$49.7M	1,014,533	—	NO PRIOR
85	ROYAL LONDON ASSET MANAGEMENT LTD	$49.5M	1,009,998	+1,880	ADD
86	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$49.3M	1,005,060	+95,993	ADD
87	Maryland State Retirement & Pension System	$47.7M	973,654	−30,390	TRIM
88	Retirement Systems of Alabama	$45.3M	923,697	+2,296	ADD
89	WORLDQUANT MILLENNIUM ADVISORS LLC	$44.9M	914,995	−774,486	TRIM
90	Qube Research & Technologies Ltd	$44.0M	896,616	+717,571	ADD
91	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$43.9M	895,896	0	NO CHANGE
92	Korea Investment CORP	$41.0M	836,910	+99,061	ADD
93	Zurcher Kantonalbank (Zurich Cantonalbank)	$39.5M	806,427	+806,427	NEW
94	NOMURA ASSET MANAGEMENT CO LTD	$38.2M	779,765	−51,742	TRIM
95	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$37.9M	774,076	+387,450	ADD
96	NEW YORK STATE COMMON RETIREMENT FUND	$36.9M	752,242	0	NO CHANGE
97	AMF Tjanstepension AB	$36.4M	742,992	+19,640	ADD
98	MACKENZIE FINANCIAL CORP	$36.2M	738,815	+76,376	ADD
99	AMERICAN CENTURY COMPANIES INC	$35.8M	729,771	+60,656	ADD
100	Ensign Peak Advisors, Inc	$35.4M	722,994	+351,327	ADD
101	STOREBRAND ASSET MANAGEMENT AS	$34.7M	707,119	—	NO PRIOR
102	NEOS Investment Management LLC	$33.4M	681,428	+101,885	ADD
103	MACQUARIE GROUP LTD	$33.3M	680,105	−25,813	TRIM
104	Mirae Asset Global Investments Co., Ltd.	$32.1M	654,345	+73,045	ADD
105	APG Asset Management N.V.	$31.4M	738,893	−26,849	TRIM
106	KLP KAPITALFORVALTNING AS	$30.9M	630,744	−349,400	TRIM
107	LPL Financial LLC	$29.7M	605,270	−5,672	TRIM
108	NATIONAL BANK OF CANADA /FI/	$29.1M	592,891	+37,204	ADD
109	Eurizon Capital SGR S.p.A.	$28.9M	588,788	−286,471	TRIM
110	GLENMEDE TRUST CO NA	$28.8M	587,971	−9,314	TRIM
111	Asset Management One Co., Ltd.	$28.6M	583,527	+1,265	ADD
112	STATE OF WISCONSIN INVESTMENT BOARD	$26.5M	541,065	−45,581	TRIM
113	DnB Asset Management AS	$26.3M	537,284	+10,261	ADD
114	Arbejdsmarkedets Tillaegspension	$26.3M	535,771	+4,259	ADD
115	Investment Management Corp of Ontario	$26.1M	533,455	+391,020	ADD
116	Corient Private Wealth LLC	$26.1M	535,374	−1,960	TRIM
117	Pictet Asset Management Holding SA	$26.0M	531,344	−1,490,158	TRIM
118	MARTINGALE ASSET MANAGEMENT L P	$25.1M	512,500	−11,240	TRIM
119	VOYA INVESTMENT MANAGEMENT LLC	$25.1M	512,010	+118,420	ADD
120	Chevy Chase Trust Holdings, LLC	$24.7M	504,814	−8,315	TRIM
121	AE Wealth Management LLC	$24.6M	501,219	+78,899	ADD
122	Capital International, Inc./CA/	$24.4M	498,256	+92,340	ADD
123	PRUDENTIAL PLC	$24.0M	489,130	+22,535	ADD
124	Mitsubishi UFJ Trust & Banking Corp	$22.7M	464,025	+9,752	ADD
125	Creative Planning	$22.7M	463,334	+181,553	ADD
126	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$21.6M	679,650	+107,534	ADD
127	HEARTLAND ADVISORS INC	$21.4M	437,424	+35,700	ADD
128	Cerity Partners LLC	$21.3M	434,432	−9,047	TRIM
129	CIBC Asset Management Inc	$20.9M	425,710	+2,123	ADD
130	Daiwa Securities Group Inc.	$20.6M	420,868	+16,077	ADD
131	Trexquant Investment LP	$20.0M	408,966	+315,029	ADD
132	ENVESTNET ASSET MANAGEMENT INC	$19.3M	393,397	−54,558	TRIM
133	Swiss Life Asset Management Ltd	$18.7M	380,664	+11,368	ADD
134	Gotham Asset Management, LLC	$18.5M	377,227	−154,083	TRIM
135	Lansforsakringar Fondforvaltning AB (publ)	$18.4M	375,678	+48,316	ADD
136	Tredje AP-fonden	$18.3M	373,722	+373,722	NEW
137	Zurich Insurance Group Ltd/FI	$18.2M	371,783	+371,783	NEW
138	GUGGENHEIM CAPITAL LLC	$18.0M	367,788	−12,727	TRIM
139	Ethic Inc.	$17.6M	358,659	+24,391	ADD
140	Wealthfront Advisers LLC	$17.5M	357,951	+20,566	ADD
141	Federation des caisses Desjardins du Quebec	$17.3M	351,982	+43,222	ADD
142	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$17.1M	348,440	−2,661	TRIM
143	State of New Jersey Common Pension Fund D	$16.7M	340,986	−3,443	TRIM
144	IFM Investors Pty Ltd	$16.6M	338,020	−15,173	TRIM
145	Cetera Investment Advisers	$16.4M	335,487	−4,155	TRIM
146	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$16.3M	332,509	−16,820	TRIM
147	TORONTO DOMINION BANK	$16.1M	329,158	−40,737	TRIM
148	Rafferty Asset Management, LLC	$16.1M	327,959	−64,220	TRIM
149	Calamos Advisors LLC	$16.0M	326,525	0	NO CHANGE
150	Resona Asset Management Co.,Ltd.	$15.8M	323,119	+1,742	ADD
151	Illinois Municipal Retirement Fund	$15.7M	319,407	+84,397	ADD
152	QRG CAPITAL MANAGEMENT, INC.	$15.4M	313,370	+37,731	ADD
153	Lombard Odier Asset Management (Switzerland) SA	$15.2M	309,810	+107,300	ADD
154	CREDIT AGRICOLE S A	$15.2M	309,444	+12,600	ADD
155	FIFTH THIRD BANCORP	$15.1M	309,020	+176,461	ADD
156	Varma Mutual Pension Insurance Co	$15.1M	307,315	+10,000	ADD
157	COMMONWEALTH EQUITY SERVICES, LLC	$14.9M	304,893	−2,470	TRIM
158	Alyeska Investment Group, L.P.	$14.3M	291,625	+60,841	ADD
159	PUBLIC SECTOR PENSION INVESTMENT BOARD	$14.3M	290,986	+32,896	ADD
160	FIRST CITIZENS BANK & TRUST CO	$14.0M	286,476	+4,024	ADD
161	STATE OF MICHIGAN RETIREMENT SYSTEM	$14.0M	286,403	+2,700	ADD
162	NISSAY ASSET MANAGEMENT CORP /JAPAN	$14.0M	284,636	+10,396	ADD
163	Envestnet Portfolio Solutions, Inc.	$13.9M	283,520	−7,551	TRIM
164	HighTower Advisors, LLC	$13.9M	283,142	+19,423	ADD
165	INTECH INVESTMENT MANAGEMENT LLC	$13.8M	281,591	+156,708	ADD
166	Czech National Bank	$13.7M	278,580	+12,182	ADD
167	ASR Vermogensbeheer N.V.	$13.6M	276,921	+4,688	ADD
168	Arizona State Retirement System	$13.6M	276,801	−7,986	TRIM
169	Van Hulzen Asset Management, LLC	$13.3M	270,653	−16,760	TRIM
170	Edgestream Partners, L.P.	$12.1M	246,513	+180,584	ADD
171	OSAIC HOLDINGS, INC.	$11.9M	243,277	+9,305	ADD
172	NorthCrest Asset Manangement, LLC	$11.9M	241,193	−148,360	TRIM
173	Vinva Investment Management Ltd	$11.9M	242,240	+219,366	ADD
174	MetLife Investment Management, LLC	$11.7M	238,810	−3,387	TRIM
175	Allspring Global Investments Holdings, LLC	$11.1M	227,533	−64,532	TRIM
176	CIBC Bancorp USA Inc.	$10.7M	218,786	—	NO PRIOR
177	Voleon Capital Management LP	$10.7M	218,597	+163,977	ADD
178	BAILLIE GIFFORD & CO	$10.7M	217,869	−91,540	TRIM
179	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$10.7M	217,506	−111,585	TRIM
180	Fisher Funds Management LTD	$10.6M	216,711	0	NO CHANGE
181	Assenagon Asset Management S.A.	$10.6M	216,128	−285,547	TRIM
182	Rakuten Investment Management, Inc.	$10.4M	211,610	+24,187	ADD
183	NISA INVESTMENT ADVISORS, LLC	$10.3M	209,341	−9,484	TRIM
184	B. Metzler seel. Sohn & Co. AG	$10.2M	208,650	−6,742	TRIM
185	Rockefeller Capital Management L.P.	$10.0M	204,119	+15,651	ADD
186	XPONANCE LLC	$10.0M	203,918	+32,320	ADD
187	MERCER GLOBAL ADVISORS INC /ADV	$9.9M	202,677	−6,556	TRIM
188	Mediolanum International Funds Ltd	$9.8M	200,383	+173,864	ADD
189	Woodline Partners LP	$9.8M	199,859	+27,492	ADD
190	Energy Income Partners, LLC	$9.0M	183,139	+2,969	ADD
191	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$8.9M	182,355	−18,460	TRIM
192	Cresset Asset Management, LLC	$8.9M	181,176	−89,692	TRIM
193	TEACHER RETIREMENT SYSTEM OF TEXAS	$8.8M	179,895	−12,621	TRIM
194	ALLIANZ SE	$8.7M	177,885	+6,503	ADD
195	Janus Henderson Group Ltd.	$8.6M	175,992	−98,894	TRIM
196	Elo Mutual Pension Insurance Co	$8.6M	175,886	+25,354	ADD
197	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$8.4M	171,698	+22,100	ADD
198	USS Investment Management Ltd	$8.1M	166,004	+7,678	ADD
199	Utah Retirement Systems	$8.0M	164,169	−2,728	TRIM
200	Foresight Group Ltd Liability Partnership	$8.0M	163,495	+163,495	NEW
201	Vanguard Personalized Indexing Management, LLC	$8.0M	162,472	−1,295	TRIM
202	Qsemble Capital Management, LP	$7.9M	161,725	+161,725	NEW
203	US BANCORP \DE\	$7.7M	157,857	−1,543	TRIM
204	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$7.5M	152,265	+5,302	ADD
205	COMMERCE BANK	$7.4M	151,284	+104,299	ADD
206	BANK OF NOVA SCOTIA	$7.4M	150,974	−15,815	TRIM
207	Northwest & Ethical Investments L.P.	$7.3M	149,724	−85,183	TRIM
208	Mariner, LLC	$7.3M	148,634	+128,513	ADD
209	YOUSIF CAPITAL MANAGEMENT, LLC	$7.2M	147,777	−1,532	TRIM
210	Grantham, Mayo, Van Otterloo & Co. LLC	$7.2M	147,679	−55,499	TRIM
211	Sumitomo Mitsui DS Asset Management Company, Ltd	$7.2M	147,355	+10,315	ADD
212	Kestra Advisory Services, LLC	$7.1M	145,386	+9,794	ADD
213	Metis Global Partners, LLC	$6.9M	141,450	−912	TRIM
214	Capital Wealth Planning, LLC	$6.8M	139,497	+139,497	NEW
215	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$6.8M	139,241	−39,611	TRIM
216	Te Ahumairangi Investment Management Ltd	$6.7M	137,628	+21,110	ADD
217	ABN AMRO INVESTMENT SOLUTIONS	$6.6M	134,220	+17,017	ADD
218	STIFEL FINANCIAL CORP	$6.3M	129,425	+3,540	ADD
219	SHELTON CAPITAL MANAGEMENT	$6.3M	129,290	−474	TRIM
220	SIR Capital Management, L.P.	$6.3M	129,229	−81,371	TRIM
221	New Age Alpha Advisors, LLC	$6.3M	128,536	−5,161	TRIM
222	HENNESSY ADVISORS INC	$6.2M	127,231	0	NO CHANGE
223	NEW ENGLAND ASSET MANAGEMENT INC	$6.1M	124,517	+2,222	ADD
224	Avanza Fonder AB	$6.0M	121,705	0	NO CHANGE
225	Focus Partners Wealth	$5.9M	121,243	−292,773	TRIM
226	Pathstone Holdings, LLC	$5.8M	118,491	+4,591	ADD
227	CAISSE DES DEPOTS ET CONSIGNATIONS	$5.8M	117,405	0	NO CHANGE
228	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$5.7M	117,147	+1,400	ADD
229	Johnson Financial Group, Inc.	$5.7M	116,614	+5,604	ADD
230	CIBC WORLD MARKET INC.	$5.6M	114,255	−43,335	TRIM
231	NATIXIS	$5.5M	113,138	+113,138	NEW
232	Norinchukin Bank, The	$5.5M	111,242	+4,836	ADD
233	Advisors Asset Management, Inc.	$5.4M	111,034	+3,446	ADD
234	INTACT INVESTMENT MANAGEMENT INC.	$5.4M	110,600	0	NO CHANGE
235	WASATCH ADVISORS LP	$5.4M	110,505	+9,000	ADD
236	Trinity Legacy Partners, LLC	$5.4M	110,144	+1,300	ADD
237	OP Asset Management Ltd	$5.4M	109,192	—	NO PRIOR
238	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$5.3M	108,779	+316	ADD
239	MML INVESTORS SERVICES, LLC	$5.3M	107,216	−17,714	TRIM
240	Kepler Cheuvreux (Suisse) SA	$5.2M	105,885	+105,885	NEW
241	SOROS FUND MANAGEMENT LLC	$5.1M	104,734	−518,072	TRIM
242	PROFUND ADVISORS LLC	$4.9M	100,550	−29,162	TRIM
243	American Assets Investment Management, LLC	$4.9M	100,000	0	NO CHANGE
244	LBP AM SA	$4.8M	98,744	−13,471	TRIM
245	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$4.8M	98,475	+98,475	NEW
246	MIDDLETON & CO INC/MA	$4.8M	98,431	+1,495	ADD
247	FLPUTNAM INVESTMENT MANAGEMENT CO	$4.7M	96,364	−48,191	TRIM
248	M&T BANK CORP	$4.7M	95,649	−1,043	TRIM
249	Generali Asset Management SPA SGR	$4.6M	92,974	−2,034	TRIM
250	AGF MANAGEMENT LTD	$4.5M	92,532	−12,439	TRIM
251	UniSuper Management Pty Ltd	$4.5M	92,319	−3,430	TRIM
252	Tower Research Capital LLC (TRC)	$4.5M	91,013	+17,168	ADD
253	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$4.1M	84,653	+17,739	ADD
254	NewEdge Advisors, LLC	$3.9M	80,181	+80,181	NEW
255	Private Advisor Group, LLC	$3.9M	78,723	−5,447	TRIM
256	Sterling Capital Management LLC	$3.7M	76,301	+16,293	ADD
257	Susquehanna Portfolio Strategies, LLC	$3.7M	75,024	−51,646	TRIM
258	TD Waterhouse Canada Inc.	$3.6M	58,146	−2,831	TRIM
259	JANE STREET GROUP, LLC	$3.5M	71,484	−7,028	TRIM
260	Tidal Investments LLC	$3.4M	70,117	+1,296	ADD
261	&PARTNERS	$3.4M	69,856	+2,157	ADD
262	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$3.4M	68,724	+2,229	ADD
263	Pekin Hardy Strauss, Inc.	$3.3M	67,980	−1,170	TRIM
264	Banque Cantonale Vaudoise	$3.2M	66,179	+14,096	ADD
265	AG2R LA MONDIALE GESTION D'ACTIFS	$3.2M	65,226	+17,298	ADD
266	TRUIST FINANCIAL CORP	$3.2M	64,301	−7,669	TRIM
267	Caprock Group, LLC	$3.1M	63,240	−2,921	TRIM
268	Brookstone Capital Management	$3.1M	63,200	+4,943	ADD
269	Hennion & Walsh Asset Management, Inc.	$3.1M	62,713	−526	TRIM
270	Plato Investment Management Ltd	$3.0M	61,876	+9,303	ADD
271	MIZUHO SECURITIES USA LLC	$3.0M	61,838	−11,725	TRIM
272	Abundance Wealth Counselors	$3.0M	61,348	−224	TRIM
273	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$2.9M	59,200	−1,200	TRIM
274	Lido Advisors, LLC	$2.9M	58,486	+9,070	ADD
275	Stratos Investment Management, LLC	$2.9M	58,211	+2,993	ADD
276	HARTFORD INVESTMENT MANAGEMENT CO	$2.8M	58,062	−136	TRIM
277	Empowered Funds, LLC	$2.8M	57,913	+10,178	ADD
278	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$2.8M	57,870	+26,524	ADD
279	Crossmark Global Holdings, Inc.	$2.8M	57,648	—	NO PRIOR
280	D. E. Shaw & Co., Inc.	$2.8M	56,743	−6,657	TRIM
281	Empire Financial Management Company, LLC	$2.8M	56,701	0	NO CHANGE
282	EDMOND DE ROTHSCHILD HOLDING S.A.	$2.7M	56,047	−121,801	TRIM
283	OPUS INVESTMENT MANAGEMENT INC	$2.7M	56,000	0	NO CHANGE
284	CI INVESTMENTS INC.	$2.7M	55,858	−1,702	TRIM
285	Sequoia Financial Advisors, LLC	$2.7M	55,656	+12,940	ADD
286	Midwest Trust Co	$2.7M	54,826	−915	TRIM
287	J.W. COLE ADVISORS, INC.	$2.7M	54,678	−142	TRIM
288	Principle Wealth Partners LLC	$2.5M	51,410	+75	ADD
289	Baird Financial Group, Inc.	$2.5M	51,303	+51,303	NEW
290	OMERS ADMINISTRATION Corp	$2.5M	51,264	+15,499	ADD
291	Summit Trail Advisors, LLC	$2.5M	51,106	+12,389	ADD
292	Richard Bernstein Advisors LLC	$2.5M	51,075	0	NO CHANGE
293	Mesirow Financial Investment Management, Inc.	$2.5M	50,133	+8,100	ADD
294	MILLENNIUM MANAGEMENT LLC	$2.4M	48,354	−289,422	TRIM
295	BLAIR WILLIAM & CO/IL	$2.3M	47,862	+2,858	ADD
296	WealthTrust Axiom LLC	$2.3M	47,550	+127	ADD
297	TOKIO MARINE ASSET MANAGEMENT CO LTD	$2.3M	47,510	−300	TRIM
298	CWM, LLC	$2.3M	47,431	+1,842	ADD
299	Triasima Portfolio Management inc.	$2.3M	46,355	−5	TRIM
300	Ledyard National Bank	$2.3M	46,350	+2,424	ADD
301	NOMURA HOLDINGS INC	$2.3M	46,260	−5,828	TRIM
302	Ameritas Investment Partners, Inc.	$2.3M	46,165	+435	ADD
303	Vident Advisory, LLC	$2.3M	46,163	+19,152	ADD
304	BROWN ADVISORY INC	$2.2M	45,598	+636	ADD
305	Ascent Group, LLC	$2.2M	44,758	+3,447	ADD
306	Howard Capital Management, LLC	$2.2M	44,525	−6,984	TRIM
307	IEQ CAPITAL, LLC	$2.2M	44,363	+44,363	NEW
308	DC Investments Management, LLC	$2.2M	44,187	0	NO CHANGE
309	Essex LLC	$2.1M	43,388	−201	TRIM
310	E. Ohman J:or Asset Management AB	$2.1M	42,724	0	NO CHANGE
311	MAI Capital Management	$2.1M	42,316	+1,389	ADD
312	Vise Technologies, Inc.	$2.1M	47,255	0	NO CHANGE
313	MUFG Securities EMEA plc	$2.1M	41,935	+483	ADD
314	HB Wealth Management, LLC	$2.1M	41,866	+4,370	ADD
315	Dai-ichi Life Insurance Company, Ltd	$2.0M	41,817	+15,730	ADD
316	Sompo Asset Management Co., Ltd.	$2.0M	41,160	+7,190	ADD
317	Providence Wealth Advisors, LLC	$2.0M	40,428	+639	ADD
318	Bragg Financial Advisors, Inc	$2.0M	39,806	−2,832	TRIM
319	Osmosis Investment Management UK Ltd	$1.9M	39,752	−308,800	TRIM
320	Savant Capital, LLC	$1.9M	39,382	+2,120	ADD
321	Leo Wealth, LLC	$1.9M	38,416	+2,960	ADD
322	Atria Investments, Inc	$1.9M	38,193	+5,594	ADD
323	AlphaStar Capital Management, LLC	$1.9M	37,936	−2,364	TRIM
324	COLDSTREAM CAPITAL MANAGEMENT INC	$1.8M	37,563	+6,795	ADD
325	Argyle Capital Management, LLC	$1.8M	37,392	−150	TRIM
326	RIA Advisory Group LLC	$1.8M	37,296	−2,094	TRIM
327	Saudi Central Bank	$1.8M	37,291	+37,291	NEW
328	Ethos Capital Management, Inc.	$1.8M	37,214	+6,377	ADD
329	WESTPAC BANKING CORP	$1.8M	36,870	0	NO CHANGE
330	Narwhal Capital Management	$1.8M	36,855	−275	TRIM
331	E Fund Management Co., Ltd.	$1.8M	36,502	—	NO PRIOR
332	Sargent Investment Group, LLC	$1.8M	36,201	+3,152	ADD
333	Board of the Pension Protection Fund	$1.8M	36,100	+33,600	ADD
334	OFI INVEST ASSET MANAGEMENT	$1.8M	36,954	+18,979	ADD
335	GREAT LAKES ADVISORS, LLC	$1.7M	35,389	+5,506	ADD
336	OSSIAM	$1.7M	35,214	+35,151	ADD
337	StoneX Group Inc.	$1.7M	34,816	−5,427	TRIM
338	Pinnacle Financial Partners, Inc.	$1.7M	34,427	+20,545	ADD
339	TRUST CO OF TOLEDO NA /OH/	$1.7M	34,400	−278	TRIM
340	Empirical Finance, LLC	$1.6M	33,654	−33	TRIM
341	Siemens Fonds Invest GmbH	$1.6M	33,619	+114	ADD
342	Merit Financial Group, LLC	$1.6M	32,925	+4,256	ADD
343	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.6M	32,730	+450	ADD
344	Laird Norton Wetherby Trust Company, LLC	$1.6M	32,647	+354	ADD
345	Allworth Financial LP	$1.6M	32,595	+3,321	ADD
346	Iowa State Bank	$1.6M	32,489	−203	TRIM
347	Wealthcare Advisory Partners LLC	$1.6M	32,341	−797	TRIM
348	PICTON MAHONEY ASSET MANAGEMENT	$1.6M	32,215	+23,895	ADD
349	PRINCIPAL SECURITIES, INC.	$1.6M	32,005	+757	ADD
350	Generali Investments CEE, investicni spolecnost, a.s.	$1.5M	31,600	0	NO CHANGE
351	KEYBANK NATIONAL ASSOCIATION/OH	$1.5M	31,221	+10,445	ADD
352	Harrison Street Private Wealth LLC	$1.5M	30,616	—	NO PRIOR
353	Advanced Asset Management Advisors Inc	$1.5M	30,396	0	NO CHANGE
354	Sanctuary Advisors, LLC	$1.5M	30,295	−10,449	TRIM
355	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.5M	30,122	+30,122	NEW
356	Steward Partners Investment Advisory, LLC	$1.5M	30,024	−422	TRIM
357	Apollon Wealth Management, LLC	$1.5M	29,847	+756	ADD
358	North Dakota State Investment Board	$1.4M	29,281	−5,385	TRIM
359	Uncommon Cents Investing LLC	$1.4M	29,135	+525	ADD
360	Chicago Partners Investment Group LLC	$1.4M	30,910	+4,815	ADD
361	VestGen Advisors, LLC	$1.4M	31,026	+14,102	ADD
362	Measured Wealth Private Client Group, LLC	$1.4M	28,440	+479	ADD
363	HANCOCK WHITNEY CORP	$1.4M	30,187	+1,197	ADD
364	MUFG SECURITIES AMERICAS INC.	$1.4M	28,304	+1,086	ADD
365	AFFINITY INVESTMENT ADVISORS, LLC	$1.4M	28,180	+811	ADD
366	CHOREO, LLC	$1.4M	27,947	+407	ADD
367	SECURIAN ASSET MANAGEMENT, INC	$1.4M	27,749	+278	ADD
368	Prosperity Consulting Group, LLC	$1.3M	27,482	+1,032	ADD
369	ALPS ADVISORS INC	$1.3M	27,206	+772	ADD
370	INTRUST BANK NA	$1.3M	27,046	+2,727	ADD
371	Perigon Wealth Management, LLC	$1.3M	26,917	+4,230	ADD
372	MGO ONE SEVEN LLC	$1.3M	26,690	+1,079	ADD
373	Samjo Management, LLC	$1.3M	26,600	0	NO CHANGE
374	QUADRANT CAPITAL GROUP LLC	$1.3M	26,538	+9,085	ADD
375	Quadrature Capital Ltd	$1.3M	26,333	+26,333	NEW
376	Wealthspire Advisors, LLC	$1.3M	26,312	−13,491	TRIM
377	Kingsview Wealth Management, LLC	$1.3M	25,634	+1,658	ADD
378	Aurora Investment Counsel	$1.3M	25,615	−156	TRIM
379	ING GROEP NV	$1.2M	25,497	−143,917	TRIM
380	RWA WEALTH PARTNERS, LLC	$1.2M	25,487	+1,880	ADD
381	Qtron Investments LLC	$1.2M	25,480	+15	ADD
382	Parallax Volatility Advisers, L.P.	$1.2M	26,799	−17,246	TRIM
383	MASTERINVEST Kapitalanlage GmbH	$1.2M	25,178	0	NO CHANGE
384	EntryPoint Capital, LLC	$1.2M	25,176	+25,176	NEW
385	Capula Management Ltd	$1.2M	24,816	+24,816	NEW
386	EXCHANGE TRADED CONCEPTS, LLC	$1.2M	24,532	−2,283	TRIM
387	Point Windward Advisors Inc.	$1.2M	24,411	−670	TRIM
388	GREAT VALLEY ADVISOR GROUP, INC.	$1.2M	24,286	+16	ADD
389	TOUNJIAN ADVISORY PARTNERS, LLC	$1.2M	24,090	+1,524	ADD
390	D.A. DAVIDSON & CO.	$1.2M	23,943	+68	ADD
391	Waverly Advisors, LLC	$1.2M	23,891	+3,595	ADD
392	BAILARD, INC.	$1.2M	23,748	−280	TRIM
393	HBK Sorce Advisory LLC	$1.2M	26,486	−1,904	TRIM
394	McKinney Capital Management, LLC	$1.2M	23,503	—	NO PRIOR
395	Etesian Wealth Advisors, Inc.	$1.2M	23,499	−4,720	TRIM
396	Frank, Rimerman Advisors LLC	$1.1M	23,309	0	NO CHANGE
397	Orion Porfolio Solutions, LLC	$1.1M	23,198	−4,107	TRIM
398	Odyssean, LLC	$1.1M	22,870	+22,870	NEW
399	Sienna Gestion	$1.1M	22,500	0	NO CHANGE
400	Meeder Advisory Services, Inc.	$1.1M	22,695	−5,530	TRIM
401	Radnor Capital Management, LLC	$1.1M	22,407	0	NO CHANGE
402	Modern Wealth Management, LLC	$1.1M	22,423	−83	TRIM
403	Gerald Baker Financial Group LLC	$1.1M	21,901	—	NO PRIOR
404	CITIZENS FINANCIAL GROUP INC/RI	$1.1M	21,899	−2,407	TRIM
405	FRG Family Wealth Advisors LLC	$1.1M	21,880	−894	TRIM
406	CAXTON ASSOCIATES LLP	$1.1M	21,779	+5,203	ADD
407	Stenger Family Office, LLC	$1.1M	21,718	−581	TRIM
408	World Investment Advisors	$1.0M	21,198	−377	TRIM
409	Global Financial Private Client, LLC	$1.0M	20,880	+1,128	ADD
410	Clearstead Advisors, LLC	$1.0M	20,757	+10,669	ADD
411	Brooklyn Investment Group	$1.0M	20,480	+4,518	ADD
412	Equitable Holdings, Inc.	$999K	22,356	+6,298	ADD
413	Sowell Financial Services LLC	$995K	20,299	+322	ADD
414	Ballentine Partners, LLC	$994K	20,282	+2,795	ADD
415	GREENLEAF TRUST	$990K	20,193	−67	TRIM
416	one8zero8, LLC	$988K	20,156	0	NO CHANGE
417	Aaron Wealth Advisors LLC	$988K	20,154	−8,399	TRIM
418	GROUPAMA ASSET MANAGMENT	$986K	20,124	+1,026	ADD
419	Ashton Thomas Private Wealth, LLC	$986K	20,105	+8,380	ADD
420	Beacon Pointe Advisors, LLC	$950K	19,371	+3,929	ADD
421	BALYASNY ASSET MANAGEMENT L.P.	$948K	19,336	−981,208	TRIM
422	OPPENHEIMER & CO INC	$939K	19,151	−256	TRIM
423	Jacobi Capital Management LLC	$929K	18,946	+36	ADD
424	PARADIGM ASSET MANAGEMENT CO LLC	$922K	18,805	0	NO CHANGE
425	Stratos Wealth Partners, LTD.	$921K	18,783	+630	ADD
426	Bleakley Financial Group, LLC	$916K	18,678	−929	TRIM
427	SIGNATUREFD, LLC	$915K	18,669	+792	ADD
428	GTS SECURITIES LLC	$915K	18,664	+5,346	ADD
429	WORLD EQUITY GROUP, INC.	$902K	18,401	+1	ADD
430	ALTFEST L J & CO INC	$900K	18,369	+18,369	NEW
431	DAVENPORT & Co LLC	$888K	18,122	−952	TRIM
432	Sigma Planning Corp	$884K	18,039	+751	ADD
433	Callan Family Office, LLC	$884K	18,030	−1,648	TRIM
434	Independent Advisor Alliance	$880K	17,943	−2,083	TRIM
435	TEMA ETFS LLC	$879K	17,936	+91	ADD
436	SIMPLEX TRADING, LLC	$873K	17,819	+17,819	NEW
437	IHT Wealth Management, LLC	$865K	17,645	+159	ADD
438	Savvy Advisors, Inc.	$852K	17,375	−1,409	TRIM
439	LFG Wealth Partners, LLC	$851K	17,352	+150	ADD
440	Investment Research Partners LLC	$844K	17,208	−149	TRIM
441	Costello Asset Management, INC	$843K	17,205	−2	TRIM
442	Concurrent Investment Advisors, LLC	$843K	17,201	+4,018	ADD
443	ICICI Prudential Asset Management Co Ltd	$831K	16,951	+737	ADD
444	BURNEY CO/	$828K	16,882	−12,334	TRIM
445	Bridgewater Associates, LP	$827K	16,865	−2,886	TRIM
446	Smartleaf Asset Management LLC	$821K	16,718	+2,378	ADD
447	Perennial Investment Advisors, LLC	$816K	16,639	−49	TRIM
448	Arvest Bank Trust Division	$805K	16,430	+549	ADD
449	LaSalle St. Investment Advisors, LLC	$796K	16,247	−540	TRIM
450	COFG Advisors, LLC	$787K	16,058	+75	ADD
451	Vontobel Holding Ltd.	$771K	15,731	+157	ADD
452	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$762K	15,593	−2,794	TRIM
453	Centennial Wealth Advisory LLC	$761K	15,522	+2,025	ADD
454	Prospera Financial Services Inc	$758K	15,445	+729	ADD
455	Elevated Capital Advisors, LLC	$744K	15,180	−4,320	TRIM
456	Black Diamond Financial, LLC	$744K	15,177	+22	ADD
457	Archer Investment Corp	$743K	15,165	0	NO CHANGE
458	Focus Partners Advisor Solutions, LLC	$743K	15,158	+15,158	NEW
459	Frec Markets, Inc.	$742K	15,134	+7,692	ADD
460	HUB Investment Partners, LLC	$740K	15,100	−4,853	TRIM
461	Caldwell Trust Co	$738K	15,062	0	NO CHANGE
462	Regal Partners Ltd	$735K	15,000	+15,000	NEW
463	Cooper Financial Group	$712K	14,535	+196	ADD
464	CWA Asset Management Group, LLC	$711K	14,495	−46,442	TRIM
465	ASSETMARK, INC	$699K	14,263	−35,223	TRIM
466	PFG Investments, LLC	$698K	14,242	+218	ADD
467	TriaGen Wealth Management LLC	$694K	14,150	+327	ADD
468	Summit Financial, LLC	$693K	14,145	+235	ADD
469	Ameritas Advisory Services, LLC	$685K	13,965	−766	TRIM
470	PTM WEALTH MANAGEMENT, LLC	$681K	13,911	+115	ADD
471	Diversified Enterprises, LLC	$679K	13,847	+1,193	ADD
472	Gladstone Institutional Advisory LLC	$678K	13,835	+2,441	ADD
473	Verition Fund Management LLC	$677K	13,812	−18,387	TRIM
474	Kingdom Financial Group LLC.	$675K	13,769	−28	TRIM
475	Lakeside Advisors, INC.	$667K	13,608	−250	TRIM
476	INDEPENDENT FINANCIAL GROUP, LLC	$660K	13,473	—	NO PRIOR
477	PLIMOTH TRUST CO LLC	$657K	13,395	+340	ADD
478	LSP Investment Advisors, LLC	$651K	13,274	0	NO CHANGE
479	111 Capital	$639K	13,026	+13,026	NEW
480	EP Wealth Advisors, LLC	$638K	13,009	+3,172	ADD
481	Cornerstone National Bank & Trust Co	$629K	12,860	0	NO CHANGE
482	Integrated Advisors Network LLC	$627K	12,800	−1,166	TRIM
483	Advisory Alpha, LLC	$627K	12,798	+2,753	ADD
484	denkapparat Operations GmbH	$622K	12,696	0	NO CHANGE
485	CARRET ASSET MANAGEMENT, LLC	$620K	12,654	+725	ADD
486	SAGESPRING WEALTH PARTNERS, LLC	$618K	12,616	−31	TRIM
487	Kintegral Advisory, LLC	$617K	12,590	−558	TRIM
488	Lansing Street Advisors	$615K	12,555	−48	TRIM
489	Town Capital LLC	$614K	12,534	—	NO PRIOR
490	NORDEN GROUP LLC	$613K	12,511	−164	TRIM
491	Azimuth Capital Investment Management LLC	$613K	12,495	+595	ADD
492	FOUNDATIONS INVESTMENT ADVISORS, LLC	$602K	12,279	−1,384	TRIM
493	LEGACY SOLUTIONS, LLC	$602K	12,274	−47	TRIM
494	CORA CAPITAL ADVISORS LLC	$597K	12,172	+75	ADD
495	Trivium Point Advisory, LLC	$592K	12,086	+1,630	ADD
496	Ausdal Financial Partners, Inc.	$585K	11,934	+188	ADD
497	Spire Wealth Management	$583K	11,894	+745	ADD
498	Van Cleef Asset Management,Inc	$575K	11,733	−471	TRIM
499	ASHTON THOMAS SECURITIES, LLC	$571K	11,643	+11,643	NEW
500	Checchi Capital Advisers, LLC	$570K	11,636	+1,462	ADD

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

Congress ↔ notable managers · EXC

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

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

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

Notable managers · quarter ended 2026-03-31

Adding: 1 Caxton Associates $1.1M held
Trimming: 3 Gotham Asset Management, Soros Fund Management, Bridgewater Associates $24.5M held

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

Merged timeline of congressional filings and notable-manager moves on EXC
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	TRIM	−154,083 sh
2026-05-15	Soros Fund Management 13F	TRIM	−518,072 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−2,886 sh
2026-05-14	Caxton Associates 13F	ADD	+5,203 sh

4 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

14 members of Congress disclosed EXC — 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).