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 ↗

FACTSET RESH SYS INC · COM · quarter ended 2026-03-31 · 11 members disclosed FDS ↗

13F filers reporting this class for the quarter ended 2026-03-31: 497
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $6.4B
holders whose share count rose or who opened the position (new + add), by shares: 269
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 146

Holders — quarter ended 2026-03-31

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

13F holders of FDS ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BAMCO INC /NY/	$815M	3,756,587	+867,742	ADD
2	BlackRock, Inc.	$613M	2,825,823	−206,061	TRIM
3	VANGUARD CAPITAL MANAGEMENT LLC	$523M	2,408,636	—	NO PRIOR
4	STATE STREET CORP	$412M	1,898,401	−2,493	TRIM
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$392M	1,806,692	—	NO PRIOR
6	Invesco Ltd.	$233M	1,071,663	+355,177	ADD
7	MORGAN STANLEY	$228M	1,050,320	−70,420	TRIM
8	BANK OF AMERICA CORP /DE/	$183M	842,715	+212,022	ADD
9	WELLS FARGO & COMPANY/MN	$150M	693,231	−499,641	TRIM
10	ProShare Advisors LLC	$129M	596,002	+36,502	ADD
11	BANK OF MONTREAL /CAN/	$123M	567,466	−30,257	TRIM
12	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$103M	473,130	+48,775	ADD
13	PineStone Asset Management Inc.	$84.1M	387,784	−25,080	TRIM
14	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$82.0M	377,926	+208,824	ADD
15	UBS Group AG	$78.9M	363,815	+173,160	ADD
16	DIMENSIONAL FUND ADVISORS LP	$78.7M	362,642	−1,957	TRIM
17	NORTHERN TRUST CORP	$75.3M	347,168	+24,760	ADD
18	TWO SIGMA INVESTMENTS, LP	$74.8M	344,889	+104,611	ADD
19	SHAPIRO CAPITAL MANAGEMENT LLC	$71.7M	330,541	+92,674	ADD
20	AQR CAPITAL MANAGEMENT LLC	$66.7M	307,542	−397,520	TRIM
21	EQUITY INVESTMENT CORP	$62.4M	287,617	+287,617	NEW
22	Gotham Asset Management, LLC	$59.3M	273,279	+109,797	ADD
23	Fiera Capital Corp	$57.8M	266,521	−5,004	TRIM
24	CITADEL ADVISORS LLC	$56.2M	258,995	−609,471	TRIM
25	STATE OF MICHIGAN RETIREMENT SYSTEM	$53.1M	244,523	+205,288	ADD
26	Heron Bay Capital Management	$49.8M	229,302	+150,387	ADD
27	ARIEL INVESTMENTS, LLC	$48.8M	225,047	+99,608	ADD
28	VANGUARD FIDUCIARY TRUST CO	$45.5M	209,520	—	NO PRIOR
29	Connor, Clark & Lunn Investment Management Ltd.	$44.4M	204,596	+41,409	ADD
30	DEUTSCHE BANK AG\	$42.8M	197,314	+50,765	ADD
31	ROYAL BANK OF CANADA	$41.2M	190,015	+78,982	ADD
32	MCDONALD CAPITAL INVESTORS INC/CA	$40.8M	188,141	+2,397	ADD
33	Ranmore Fund Management Ltd	$40.4M	185,991	+185,991	NEW
34	Vest Financial, LLC	$39.5M	182,256	+12,109	ADD
35	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$34.6M	159,347	+86,233	ADD
36	ROYAL LONDON ASSET MANAGEMENT LTD	$33.4M	153,964	−5,376	TRIM
37	RAYMOND JAMES FINANCIAL INC	$33.0M	152,029	+28,218	ADD
38	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$29.9M	137,688	+36	ADD
39	MARKEL GROUP INC.	$29.4M	135,376	+13,503	ADD
40	NOMURA ASSET MANAGEMENT CO LTD	$29.3M	135,083	+8,672	ADD
41	Nuveen, LLC	$28.4M	131,105	+21,001	ADD
42	BARCLAYS PLC	$28.0M	129,150	−23,103	TRIM
43	HighTower Advisors, LLC	$25.8M	118,815	+96,865	ADD
44	FMR LLC	$24.1M	110,923	+38,079	ADD
45	Amundi	$20.2M	93,216	−2,641	TRIM
46	ENVESTNET ASSET MANAGEMENT INC	$19.8M	91,292	+31,832	ADD
47	HSBC HOLDINGS PLC	$19.3M	89,781	−47,789	TRIM
48	Man Group plc	$18.9M	87,147	+43,357	ADD
49	Vanguard Global Advisers, LLC	$17.1M	78,946	—	NO PRIOR
50	Legal & General Group Plc	$16.8M	77,426	−87,960	TRIM
51	SEI INVESTMENTS CO	$16.1M	73,999	−2,400	TRIM
52	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$16.0M	73,610	−10,795	TRIM
53	Swiss National Bank	$15.9M	73,360	−1,160	TRIM
54	Distillate Capital Partners LLC	$15.8M	72,849	+22,569	ADD
55	Quantinno Capital Management LP	$14.5M	66,953	+31,060	ADD
56	Sone Capital Management, LLC	$14.5M	66,652	−24,088	TRIM
57	ROYCE & ASSOCIATES LP	$14.1M	65,139	+65,139	NEW
58	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$13.8M	63,730	+18,594	ADD
59	Universal- Beteiligungs- und Servicegesellschaft mbH	$13.6M	62,575	+2,986	ADD
60	Mitsubishi UFJ Asset Management Co., Ltd.	$12.8M	58,856	+431	ADD
61	MILLENNIUM MANAGEMENT LLC	$12.7M	58,443	−65,943	TRIM
62	ALLIANCEBERNSTEIN L.P.	$12.4M	42,619	−70,248	TRIM
63	Financial Strategies Group, Inc.	$12.0M	53,173	+21,902	ADD
64	INVESTMENT HOUSE LLC	$11.9M	54,789	+12,396	ADD
65	LPL Financial LLC	$11.7M	53,780	−1,476	TRIM
66	Running Oak Capital LLC	$11.5M	53,212	+9,798	ADD
67	MONIMUS CAPITAL MANAGEMENT, LP	$11.4M	52,492	+37,559	ADD
68	WESTWOOD HOLDINGS GROUP INC	$11.4M	52,450	+52,450	NEW
69	FIRST TRUST ADVISORS LP	$10.5M	48,457	−172,554	TRIM
70	JANE STREET GROUP, LLC	$10.4M	48,133	−112,674	TRIM
71	MATTERN CAPITAL MANAGEMENT, LLC	$10.1M	46,708	+16,317	ADD
72	STIFEL FINANCIAL CORP	$9.8M	45,208	+1,270	ADD
73	PRINCIPAL FINANCIAL GROUP INC	$9.8M	45,209	+2,137	ADD
74	Squarepoint Ops LLC	$9.5M	43,776	+5,661	ADD
75	Willis Investment Counsel	$9.3M	42,824	+19,822	ADD
76	CAPITAL MANAGEMENT CORP /VA	$9.3M	42,781	+42,781	NEW
77	EARNEST PARTNERS LLC	$9.1M	41,739	−9,859	TRIM
78	Huntleigh Advisors, Inc.	$8.9M	40,957	+40,957	NEW
79	CITIGROUP INC	$8.5M	39,032	+7,347	ADD
80	NOMURA HOLDINGS INC	$8.3M	38,074	+36,903	ADD
81	VANGUARD ASSET MANAGEMENT, Ltd	$7.5M	34,533	—	NO PRIOR
82	Creative Planning	$7.5M	34,516	+4,995	ADD
83	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$7.0M	32,155	−325	TRIM
84	Militia Capital Management LLC	$7.0M	32,038	—	NO PRIOR
85	Moran Wealth Management, LLC	$6.9M	31,705	+16,342	ADD
86	Baker Avenue Asset Management, LP	$6.7M	30,782	+30,782	NEW
87	Kingsview Wealth Management, LLC	$6.6M	30,190	+2,425	ADD
88	FRANKLIN RESOURCES INC	$6.5M	29,931	+459	ADD
89	CANADA PENSION PLAN INVESTMENT BOARD	$6.1M	28,140	+28,140	NEW
90	STATE OF WISCONSIN INVESTMENT BOARD	$5.9M	27,214	+1,050	ADD
91	GHP Investment Advisors, Inc.	$5.9M	27,210	+2,676	ADD
92	Trexquant Investment LP	$5.9M	27,071	+14,187	ADD
93	Pathstone Holdings, LLC	$5.8M	26,818	+5,843	ADD
94	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$5.8M	26,809	−111,051	TRIM
95	Mariner, LLC	$5.7M	26,053	−11,747	TRIM
96	Compass Rose Asset Management, LP	$5.4M	25,000	+25,000	NEW
97	Marks Group Wealth Management, Inc	$5.2M	23,924	+7,626	ADD
98	Mirae Asset Global Investments Co., Ltd.	$5.1M	23,464	+2,704	ADD
99	Hendershot Investments Inc.	$5.0M	22,884	+7,641	ADD
100	CAXTON ASSOCIATES LLP	$4.9M	22,626	+21,664	ADD
101	Kinsale Capital Group, Inc.	$4.9M	22,418	+4,669	ADD
102	Interval Partners, LP	$4.7M	21,522	−61,158	TRIM
103	&PARTNERS	$4.5M	20,921	−2,614	TRIM
104	Y-Intercept (Hong Kong) Ltd	$4.4M	20,295	+20,295	NEW
105	D. E. Shaw & Co., Inc.	$4.3M	19,818	+15,616	ADD
106	Chevy Chase Trust Holdings, LLC	$4.2M	19,409	−1,105	TRIM
107	TRUIST FINANCIAL CORP	$4.2M	19,362	+113	ADD
108	XTX Topco Ltd	$4.2M	19,180	−9,548	TRIM
109	GATEWAY INVESTMENT ADVISERS LLC	$4.2M	19,143	+11,604	ADD
110	WINTON GROUP Ltd	$4.1M	19,039	+1,108	ADD
111	PRUDENTIAL FINANCIAL INC	$3.9M	17,783	+159	ADD
112	Janus Henderson Group Ltd.	$3.8M	17,305	−893	TRIM
113	Te Ahumairangi Investment Management Ltd	$3.7M	17,157	+16,867	ADD
114	Baird Financial Group, Inc.	$3.7M	17,144	+17,144	NEW
115	Quadrature Capital Ltd	$3.7M	17,039	+1,101	ADD
116	Allspring Global Investments Holdings, LLC	$3.6M	15,794	+10,682	ADD
117	Zurcher Kantonalbank (Zurich Cantonalbank)	$3.5M	15,982	+15,982	NEW
118	APG Asset Management N.V.	$3.4M	18,280	−520	TRIM
119	L. Roy Papp & Associates, LLP	$3.3M	15,381	−2,193	TRIM
120	CIBC Bancorp USA Inc.	$3.3M	15,117	—	NO PRIOR
121	OSAIC HOLDINGS, INC.	$3.2M	14,744	+1,250	ADD
122	Cerity Partners LLC	$3.1M	14,387	−12,011	TRIM
123	Bannerstone Capital Management, LLC	$3.0M	13,729	—	NO PRIOR
124	AMERICAN CENTURY COMPANIES INC	$2.9M	13,392	+2,323	ADD
125	Sanctuary Advisors, LLC	$2.8M	13,002	+126	ADD
126	Meiji Yasuda Asset Management Co Ltd.	$2.8M	12,701	+7,410	ADD
127	CastleKnight Management LP	$2.8M	12,700	+12,700	NEW
128	State of New Jersey Common Pension Fund D	$2.8M	12,692	0	NO CHANGE
129	BNP Paribas Asset Management Holding S.A.	$2.7M	12,643	+6,392	ADD
130	CWM, LLC	$2.7M	12,530	−14,111	TRIM
131	Regal Investment Advisors LLC	$2.6M	12,207	+4,726	ADD
132	FIFTH THIRD BANCORP	$2.6M	12,069	+12,069	NEW
133	Verition Fund Management LLC	$2.6M	12,067	+6,164	ADD
134	Taylor Hoffman Capital Management LLC	$2.4M	11,242	+11,242	NEW
135	Numerai GP LLC	$2.4M	11,049	+10,042	ADD
136	Rockefeller Capital Management L.P.	$2.3M	10,772	−22,322	TRIM
137	Total Wealth Planning & Management, Inc.	$2.3M	10,607	+8,648	ADD
138	PUBLIC SECTOR PENSION INVESTMENT BOARD	$2.3M	10,539	+996	ADD
139	Arizona State Retirement System	$2.2M	10,193	−346	TRIM
140	NATIONAL BANK OF CANADA /FI/	$2.2M	10,143	−16,160	TRIM
141	Czech National Bank	$2.2M	10,104	+227	ADD
142	TORONTO DOMINION BANK	$2.2M	10,101	−631	TRIM
143	CIBC WORLD MARKET INC.	$2.2M	10,047	+1,925	ADD
144	Ameritas Investment Partners, Inc.	$2.1M	9,827	+4,435	ADD
145	Schonfeld Strategic Advisors LLC	$2.0M	9,444	−58,145	TRIM
146	Vanguard Investments Australia, Ltd.	$2.0M	9,425	—	NO PRIOR
147	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$2.0M	9,416	+948	ADD
148	Rafferty Asset Management, LLC	$2.0M	9,018	−2,410	TRIM
149	Aurora Investment Counsel	$2.0M	9,006	+2,139	ADD
150	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$1.9M	8,549	−12,354	TRIM
151	GUGGENHEIM CAPITAL LLC	$1.9M	8,882	+5,011	ADD
152	AIMZ Investment Advisors, LLC	$1.9M	8,780	+105	ADD
153	Assenagon Asset Management S.A.	$1.9M	8,694	−18,761	TRIM
154	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$1.9M	8,642	−70	TRIM
155	PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	$1.8M	8,501	+1,049	ADD
156	Banco Santander, S.A.	$1.8M	8,471	0	NO CHANGE
157	Pictet Asset Management Holding SA	$1.8M	8,406	+488	ADD
158	CIBC Asset Management Inc	$1.8M	8,351	+5	ADD
159	Summit Trail Advisors, LLC	$1.8M	8,351	+2,789	ADD
160	Arax Advisory Partners	$1.8M	8,330	+8,101	ADD
161	US BANCORP \DE\	$1.8M	8,153	−688	TRIM
162	Atria Investments, Inc	$1.8M	8,123	+364	ADD
163	OMERS ADMINISTRATION Corp	$1.8M	8,090	+6,680	ADD
164	Retirement Systems of Alabama	$1.7M	7,878	−89	TRIM
165	Poehling Capital Management, INC.	$1.7M	7,877	+7,877	NEW
166	MERCER GLOBAL ADVISORS INC /ADV	$1.7M	7,731	−4,839	TRIM
167	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$1.7M	7,725	−449	TRIM
168	Fairtree Asset Management (Pty) Ltd	$1.6M	7,602	+7,602	NEW
169	Ensign Peak Advisors, Inc	$1.6M	7,525	−997	TRIM
170	Vident Advisory, LLC	$1.6M	7,417	+6,239	ADD
171	VOYA INVESTMENT MANAGEMENT LLC	$1.6M	7,410	−9,587	TRIM
172	Argo Wealth Advisory, LLC	$1.6M	7,389	+1,800	ADD
173	Morningstar Investment Management LLC	$1.6M	7,299	+4,234	ADD
174	UniSuper Management Pty Ltd	$1.6M	7,163	+1,150	ADD
175	Resona Asset Management Co.,Ltd.	$1.5M	7,541	+454	ADD
176	BROWN ADVISORY INC	$1.5M	7,056	−24	TRIM
177	M&T BANK CORP	$1.5M	6,895	+6,895	NEW
178	Corient Private Wealth LLC	$1.5M	6,860	−11,521	TRIM
179	Linden Thomas Advisory Services, LLC	$1.5M	6,828	−511	TRIM
180	Cetera Investment Advisers	$1.5M	6,815	+997	ADD
181	Drucker Wealth 3.0, LLC	$1.4M	6,422	+4,183	ADD
182	Nicholson Wealth Management Group, LLC	$1.4M	6,344	+19	ADD
183	TD ASSET MANAGEMENT INC	$1.4M	6,344	−111	TRIM
184	Coastal Bridge Advisors, LLC	$1.4M	6,342	−678	TRIM
185	TICINO WEALTH	$1.4M	5,460	−1,245	TRIM
186	New Age Alpha Advisors, LLC	$1.3M	6,146	−173	TRIM
187	Third View Private Wealth, LLC	$1.3M	6,087	+446	ADD
188	Vanguard Personalized Indexing Management, LLC	$1.3M	6,018	−543	TRIM
189	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	$1.3M	6,000	0	NO CHANGE
190	Steward Partners Investment Advisory, LLC	$1.3M	5,970	+43	ADD
191	Taylor Frigon Capital Management LLC	$1.3M	5,825	−197	TRIM
192	Woodline Partners LP	$1.3M	5,814	+114	ADD
193	COMMONWEALTH EQUITY SERVICES, LLC	$1.2M	5,576	−39	TRIM
194	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$1.2M	5,442	−393	TRIM
195	OneDigital Investment Advisors LLC	$1.2M	5,431	+68	ADD
196	NEOS Investment Management LLC	$1.2M	5,406	+4,263	ADD
197	ICW Investment Advisors LLC	$1.2M	5,393	+555	ADD
198	Orion Porfolio Solutions, LLC	$1.2M	5,369	+3,715	ADD
199	VICTORY CAPITAL MANAGEMENT INC	$1.2M	5,362	−6,652	TRIM
200	Tidal Investments LLC	$1.1M	5,172	−677	TRIM
201	SCOTIA CAPITAL INC.	$1.1M	5,168	+5,168	NEW
202	Palisade Asset Management, LLC	$1.1M	5,050	−820	TRIM
203	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$1.1M	4,920	+4,920	NEW
204	Swiss Life Asset Management Ltd	$1.1M	4,865	−846	TRIM
205	Sepio Capital, LP	$1.1M	4,861	+1,309	ADD
206	Ashton Thomas Private Wealth, LLC	$1.0M	4,719	+4,719	NEW
207	Skylands Capital, LLC	$1.0M	4,700	+4,700	NEW
208	Lafayette Investments, Inc.	$982K	4,524	+49	ADD
209	Tower Research Capital LLC (TRC)	$968K	4,462	+2,287	ADD
210	XPONANCE LLC	$964K	4,444	+807	ADD
211	OPPENHEIMER & CO INC	$950K	4,378	+4,378	NEW
212	Merit Financial Group, LLC	$934K	4,303	+106	ADD
213	Savvy Advisors, Inc.	$925K	4,263	+2,772	ADD
214	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$922K	4,248	+4,248	NEW
215	Waverly Advisors, LLC	$889K	4,099	−2,830	TRIM
216	MML INVESTORS SERVICES, LLC	$875K	4,031	+1,032	ADD
217	LONGFELLOW INVESTMENT MANAGEMENT CO LLC	$868K	4,000	+4,000	NEW
218	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$856K	3,945	−77	TRIM
219	Chicago Capital, LLC	$823K	3,791	+2,000	ADD
220	Global X Japan Co., Ltd.	$795K	3,664	+163	ADD
221	EVOKE WEALTH, LLC	$791K	3,645	−3,028	TRIM
222	AZZAD ASSET MANAGEMENT INC /ADV	$780K	3,594	−95	TRIM
223	Oak Thistle LLC	$771K	3,555	+3,555	NEW
224	Aberdeen Group plc	$770K	3,547	−24,162	TRIM
225	Federation des caisses Desjardins du Quebec	$754K	3,477	+511	ADD
226	Pacific Point Advisors, LLC	$750K	3,455	+144	ADD
227	COMMERCE BANK	$743K	3,423	−784	TRIM
228	IMC-Chicago, LLC	$740K	3,409	+3,409	NEW
229	NewEdge Advisors, LLC	$738K	3,399	+3,399	NEW
230	COLDSTREAM CAPITAL MANAGEMENT INC	$732K	3,375	+1,372	ADD
231	HB Wealth Management, LLC	$727K	3,349	+652	ADD
232	MACKENZIE FINANCIAL CORP	$723K	3,334	0	NO CHANGE
233	Eurizon SLJ Capital Ltd	$708K	3,461	+3,461	NEW
234	Ridgewood Investments LLC	$699K	3,221	—	NO PRIOR
235	MOKAN Wealth Management Inc.	$693K	3,190	+3,190	NEW
236	MIRABELLA FINANCIAL SERVICES LLP	$682K	3,142	+2,404	ADD
237	Indivisible Partners	$671K	3,094	+3,094	NEW
238	denkapparat Operations GmbH	$670K	3,088	+1,098	ADD
239	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$659K	3,037	+3,037	NEW
240	Daiwa Securities Group Inc.	$656K	3,024	+145	ADD
241	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$647K	2,980	+176	ADD
242	Sequoia Financial Advisors, LLC	$642K	2,959	−810	TRIM
243	Fieldview Capital Management, LLC	$639K	2,943	+684	ADD
244	Advyzon Investment Management, LLC	$623K	2,870	+2,870	NEW
245	Guardian Wealth Advisors, LLC	$617K	2,843	+892	ADD
246	Radnor Capital Management, LLC	$612K	2,820	+195	ADD
247	Annis Gardner Whiting Capital Advisors, LLC	$611K	2,816	+1,537	ADD
248	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$610K	2,827	−400	TRIM
249	Polymer Capital Management (US) LLC	$607K	2,798	+2,798	NEW
250	MITCHELL & PAHL PRIVATE WEALTH, LLC	$606K	2,792	+561	ADD
251	BANK OF NOVA SCOTIA	$605K	2,790	−1,048	TRIM
252	Chicago Partners Investment Group LLC	$599K	2,468	+853	ADD
253	Focus Partners Wealth	$575K	2,653	−4,004	TRIM
254	Illinois Municipal Retirement Fund	$575K	2,649	−1,114	TRIM
255	MISSION WEALTH MANAGEMENT, LP	$571K	2,634	+108	ADD
256	Knollwood Investment Advisory, LLC	$553K	2,550	0	NO CHANGE
257	NAPLES GLOBAL ADVISORS, LLC	$549K	2,530	−3,601	TRIM
258	Robertson Stephens Wealth Management, LLC	$548K	2,524	+10	ADD
259	Henshaw Capital LLC	$546K	2,518	—	NO PRIOR
260	Gibbs Wealth Management	$546K	2,517	+2,517	NEW
261	D.B. Root & Company, LLC	$546K	2,517	+12	ADD
262	Portside Wealth Group, LLC	$541K	2,492	+892	ADD
263	Blackstone Inc.	$541K	2,491	+2,491	NEW
264	Kesler, Norman & Wride, LLC	$535K	2,465	−247	TRIM
265	Board of the Pension Protection Fund	$521K	2,400	+2,280	ADD
266	MATHER GROUP, LLC.	$518K	2,387	+2,387	NEW
267	Independent Advisor Alliance	$514K	2,369	+595	ADD
268	Advisory Alpha, LLC	$510K	2,352	+680	ADD
269	AE Wealth Management LLC	$506K	2,334	+764	ADD
270	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$505K	2,329	+849	ADD
271	Empirical Asset Management, LLC	$489K	2,254	+144	ADD
272	MIZUHO SECURITIES USA LLC	$487K	2,243	−484	TRIM
273	Lansforsakringar Fondforvaltning AB (publ)	$486K	2,239	+2,239	NEW
274	Manchester Capital Management LLC	$486K	2,238	−10	TRIM
275	Trail Ridge Investment Advisors, LLC	$477K	2,200	0	NO CHANGE
276	CREDIT AGRICOLE S A	$473K	2,181	−6,386	TRIM
277	Concurrent Investment Advisors, LLC	$469K	2,162	−3,521	TRIM
278	Private Advisor Group, LLC	$467K	2,152	+967	ADD
279	AVIVA PLC	$467K	2,150	+743	ADD
280	Seelaus Asset Management LLC	$465K	2,145	+135	ADD
281	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$460K	2,120	+2,120	NEW
282	ADAGE CAPITAL PARTNERS GP, L.L.C.	$456K	2,100	−21,700	TRIM
283	Prospera Financial Services Inc	$454K	2,087	−59	TRIM
284	R Squared Ltd	$454K	2,090	+2,090	NEW
285	Utah Retirement Systems	$435K	2,007	−4,210	TRIM
286	Norinchukin Bank, The	$431K	1,985	−11	TRIM
287	Milestone Asset Management Group, LLC	$427K	1,969	−11	TRIM
288	BDFS Capital LLC	$422K	1,943	+246	ADD
289	Mutual Advisors, LLC	$421K	1,940	+198	ADD
290	Krilogy Financial LLC	$415K	1,792	−2,130	TRIM
291	Pilgrim Partners Asia Pte Ltd	$412K	1,900	−900	TRIM
292	OPPENHEIMER ASSET MANAGEMENT INC.	$410K	1,890	+302	ADD
293	Valmark Advisers, Inc.	$407K	1,877	−30	TRIM
294	Maryland State Retirement & Pension System	$406K	1,873	0	NO CHANGE
295	Kintegral Advisory, LLC	$404K	1,864	−83	TRIM
296	Savant Capital, LLC	$400K	1,842	+565	ADD
297	Asset Management One Co., Ltd.	$397K	1,829	−14	TRIM
298	REGIONS FINANCIAL CORP	$390K	1,798	−2,324	TRIM
299	PATTON FUND MANAGEMENT, INC.	$389K	1,795	+987	ADD
300	Ahara Advisors LLC	$385K	1,773	—	NO PRIOR
301	Karani Asset Management LLC	$383K	1,767	+1,767	NEW
302	BLAIR WILLIAM & CO/IL	$383K	1,766	−1,444	TRIM
303	CI INVESTMENTS INC.	$378K	1,742	+2	ADD
304	Leonteq Securities AG	$375K	1,727	+1,086	ADD
305	ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC	$372K	1,713	+1,713	NEW
306	MCF Advisors LLC	$366K	1,689	—	NO PRIOR
307	D.A. DAVIDSON & CO.	$363K	1,674	+1,674	NEW
308	MAI Capital Management	$355K	1,637	+204	ADD
309	Vise Technologies, Inc.	$342K	1,178	0	NO CHANGE
310	JGP Wealth Management, LLC	$336K	1,550	−1,586	TRIM
311	Wealthfront Advisers LLC	$336K	1,549	−682	TRIM
312	Caitlin John, LLC	$335K	1,545	+364	ADD
313	MUFG Securities EMEA plc	$333K	1,536	0	NO CHANGE
314	DAVENPORT & Co LLC	$332K	1,529	−87	TRIM
315	ANCHOR CAPITAL ADVISORS LLC	$325K	1,500	0	NO CHANGE
316	Cresset Asset Management, LLC	$320K	1,475	−109	TRIM
317	Apollon Wealth Management, LLC	$315K	1,452	−391	TRIM
318	Sumitomo Mitsui DS Asset Management Company, Ltd	$313K	1,444	+375	ADD
319	Procyon Advisors, LLC	$313K	1,442	−105	TRIM
320	Focus Partners Advisor Solutions, LLC	$309K	1,424	−3,495	TRIM
321	Composition Wealth, LLC	$308K	1,419	−91	TRIM
322	Perigon Wealth Management, LLC	$306K	1,412	−362	TRIM
323	HARRELL INVESTMENT PARTNERS, LLC	$305K	1,404	−138	TRIM
324	Wedmont Private Capital	$304K	1,365	+507	ADD
325	BENJAMIN EDWARDS INC	$297K	1,369	−1,224	TRIM
326	Marex Group Ltd	$296K	1,363	+408	ADD
327	NORDEN GROUP LLC	$293K	1,348	+1,348	NEW
328	PANAGORA ASSET MANAGEMENT INC	$290K	1,336	0	NO CHANGE
329	Alhambra Investment Management LLC	$289K	1,332	+73	ADD
330	Penobscot Investment Management Company, Inc.	$286K	1,320	−20	TRIM
331	Larson Financial Group LLC	$285K	1,315	+166	ADD
332	Callan Family Office, LLC	$285K	1,312	−3,623	TRIM
333	INTECH INVESTMENT MANAGEMENT LLC	$282K	1,298	−1,688	TRIM
334	MARATHON CAPITAL MANAGEMENT	$279K	1,284	+554	ADD
335	Institute for Wealth Management, LLC.	$278K	1,282	−98	TRIM
336	Graham Capital Management, L.P.	$273K	1,260	−152	TRIM
337	Randall & Associates Wealth Management	$273K	1,258	+1,258	NEW
338	ADVISORTRUST PARTNERS, LLC	$271K	1,250	+1,250	NEW
339	KFG WEALTH MANAGEMENT, LLC	$271K	1,248	+216	ADD
340	Mayflower Financial Advisors, LLC	$267K	1,230	−15	TRIM
341	MACQUARIE GROUP LTD	$265K	1,223	−383	TRIM
342	DIVIDEND ASSETS CAPITAL, LLC	$263K	1,213	−57	TRIM
343	CSS LLC/IL	$263K	1,210	+190	ADD
344	National Wealth Management Group, LLC	$261K	1,205	−183	TRIM
345	Lido Advisors, LLC	$261K	1,201	−207	TRIM
346	Revisor Wealth Management LLC	$261K	1,201	+417	ADD
347	VestGen Advisors, LLC	$259K	1,201	+1,201	NEW
348	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$258K	1,187	−11	TRIM
349	OFI INVEST ASSET MANAGEMENT	$257K	1,185	0	NO CHANGE
350	Ballentine Partners, LLC	$249K	1,148	−399	TRIM
351	Brooklyn Investment Group	$248K	1,142	−463	TRIM
352	Edgestream Partners, L.P.	$244K	1,126	+1,126	NEW
353	Kestra Advisory Services, LLC	$244K	1,124	+21	ADD
354	CWA Asset Management Group, LLC	$243K	1,120	+1,120	NEW
355	North Dakota State Investment Board	$237K	1,094	−212	TRIM
356	STRATEGY ASSET MANAGERS LLC	$237K	1,093	+1,093	NEW
357	Fielder Capital Group LLC	$234K	1,077	+1,077	NEW
358	Bridgefront Capital, LLC	$232K	1,068	−1,365	TRIM
359	SUMMITRY LLC	$228K	1,052	+1,052	NEW
360	ASHTON THOMAS SECURITIES, LLC	$226K	1,041	+1,041	NEW
361	FIDUCIARY TRUST CO	$225K	1,037	+76	ADD
362	SIGNATUREFD, LLC	$223K	1,027	−41	TRIM
363	SECURIAN ASSET MANAGEMENT, INC	$222K	1,021	0	NO CHANGE
364	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC	$221K	1,017	—	NO PRIOR
365	Avior Wealth Management, LLC	$218K	1,006	−112	TRIM
366	Clearstead Advisors, LLC	$218K	1,003	−260	TRIM
367	Silver Lake Advisory, LLC	$213K	981	0	NO CHANGE
368	Snowden Capital Advisors LLC	$213K	980	+14	ADD
369	Dakota Wealth Management	$212K	978	−16	TRIM
370	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$212K	978	+978	NEW
371	Caerus Investment Advisors, LLC	$210K	966	−1,007	TRIM
372	NEW WAVE WEALTH ADVISORS LLC	$209K	962	+962	NEW
373	Empirical Finance, LLC	$208K	959	−1	TRIM
374	WEST BANCORPORATION INC	$202K	932	0	NO CHANGE
375	Laird Norton Wetherby Trust Company, LLC	$201K	928	−287	TRIM
376	EXCHANGE TRADED CONCEPTS, LLC	$201K	927	+286	ADD
377	BEACON INVESTMENT ADVISORY SERVICES, INC.	$187K	864	0	NO CHANGE
378	Grove Bank & Trust	$181K	835	+210	ADD
379	Allworth Financial LP	$172K	791	−505	TRIM
380	HM PAYSON & CO	$161K	741	−150	TRIM
381	Destiny Wealth Partners, LLC	$140K	646	+646	NEW
382	TEMA ETFS LLC	$134K	619	0	NO CHANGE
383	STOREBRAND ASSET MANAGEMENT AS	$125K	577	—	NO PRIOR
384	Siemens Fonds Invest GmbH	$111K	513	+421	ADD
385	GLOBEFLEX CAPITAL L P	$108K	499	+499	NEW
386	Walleye Capital LLC	$98.9K	456	−1,184	TRIM
387	DELTA ASSET MANAGEMENT LLC/TN	$97.6K	450	0	NO CHANGE
388	UMB Bank, n.a.	$95.7K	441	+172	ADD
389	Caitong International Asset Management Co., Ltd	$94.0K	433	+426	ADD
390	Caldwell Trust Co	$77.5K	357	0	NO CHANGE
391	QUADRANT CAPITAL GROUP LLC	$66.2K	305	−5,655	TRIM
392	Wilmington Savings Fund Society, FSB	$60.8K	280	−450	TRIM
393	Measured Wealth Private Client Group, LLC	$59.9K	276	0	NO CHANGE
394	SJS Investment Consulting Inc.	$58.2K	268	−110	TRIM
395	Compagnie Lombard Odier SCmA	$56.4K	260	0	NO CHANGE
396	ASSETMARK, INC	$54.2K	250	−156	TRIM
397	State of Wyoming	$51.2K	236	+236	NEW
398	Addison Advisors LLC	$50.3K	232	+7	ADD
399	Aster Capital Management (DIFC) Ltd	$44.6K	98	+98	NEW
400	Blue Trust, Inc.	$37.3K	172	−48	TRIM
401	ELEVATION WEALTH PARTNERS, LLC	$36.0K	166	+125	ADD
402	Wellington Grp LLC	$35.6K	164	—	NO PRIOR
403	MONTAG A & ASSOCIATES INC	$35.3K	163	0	NO CHANGE
404	TD Waterhouse Canada Inc.	$35.1K	156	+109	ADD
405	FEDERATED HERMES, INC.	$33.9K	156	−4	TRIM
406	Hilltop National Bank	$32.5K	150	0	NO CHANGE
407	HRT FINANCIAL LP	$31.8K	146,652	+88,577	ADD
408	Owl Creek Wealth Partners LLC	$31.5K	145	—	NO PRIOR
409	CVA Family Office, LLC	$30.6K	141	−147	TRIM
410	Parkside Financial Bank & Trust	$29.9K	138	+1	ADD
411	Quarry LP	$27.3K	126	+126	NEW
412	Kemnay Advisory Services Inc.	$25.2K	116	+116	NEW
413	Legend Capital Advisors LLC	$25.0K	115	+115	NEW
414	Atlantic Union Bankshares Corp	$24.7K	114	−15	TRIM
415	Copeland Capital Management, LLC	$24.1K	111	−82,166	TRIM
416	Intentional Wealth Strategies, LLC	$23.0K	106	—	NO PRIOR
417	Transamerica Financial Advisors, LLC	$20.7K	95	+93	ADD
418	Cromwell Holdings LLC	$18.9K	87	−2	TRIM
419	DT Investment Partners, LLC	$17.4K	80	0	NO CHANGE
420	CENTRAL TRUST Co	$16.9K	78	0	NO CHANGE
421	Hartford Financial Management Inc.	$16.3K	75	0	NO CHANGE
422	Pinnacle Wealth Planning Services, Inc.	$15.4K	71	−166	TRIM
423	PenderFund Capital Management Ltd.	$15.2K	70	0	NO CHANGE
424	Salomon & Ludwin, LLC	$14.1K	62	+51	ADD
425	Financial Network Wealth Advisors LLC	$13.0K	60	—	NO PRIOR
426	MV CAPITAL MANAGEMENT, INC.	$12.4K	57	+3	ADD
427	Rakuten Securities, Inc.	$12.2K	56	+51	ADD
428	Eurizon Capital SGR S.p.A.	$11.9K	55	0	NO CHANGE
429	WPG Advisers, LLC	$11.1K	51	−41	TRIM
430	Korea Investment CORP	$10.9K	50	0	NO CHANGE
431	True Wealth Design, LLC	$10.4K	48	−350	TRIM
432	Spire Wealth Management	$10.0K	46	+8	ADD
433	SouthState Bank Corp	$9.5K	44	−7	TRIM
434	Activest Wealth Management	$9.3K	43	+3	ADD
435	Crews Bank & Trust	$7.6K	35	0	NO CHANGE
436	Altshuler Shaham Ltd	$7.2K	33	+12	ADD
437	Smartleaf Asset Management LLC	$7.2K	35	−13	TRIM
438	Dogwood Wealth Management LLC	$6.9K	32	0	NO CHANGE
439	Private Wealth Management Group, LLC	$6.7K	31	+31	NEW
440	Guinness Atkinson Asset Management Inc	$6.3K	29	0	NO CHANGE
441	Johnson Financial Group, Inc.	$6.1K	28	−21	TRIM
442	S&T BANK/PA	$5.9K	27	0	NO CHANGE
443	TD Capital Management LLC	$5.4K	25	0	NO CHANGE
444	Darwin Wealth Management, LLC	$5.3K	24	0	NO CHANGE
445	ALGERT GLOBAL LLC	$4.8K	22,110	+3,580	ADD
446	GROUP ONE TRADING LLC	$4.8K	22	−144	TRIM
447	Ankerstar Wealth, LLC	$4.6K	21	0	NO CHANGE
448	Avalon Trust Co	$4.3K	20	+20	NEW
449	Sachetta, LLC	$4.3K	20	+4	ADD
450	Geneos Wealth Management Inc.	$3.9K	18	0	NO CHANGE
451	Treasurer of the State of North Carolina	$3.5K	16,030	+342	ADD
452	CANADA LIFE ASSURANCE Co	$3.4K	15,698	+368	ADD
453	SHP Wealth Management	$3.3K	15	+5	ADD
454	JPL Wealth Management, LLC	$3.3K	15	+15	NEW
455	State of Alaska, Department of Revenue	$3.1K	14,114	0	NO CHANGE
456	Keating Financial Advisory Services, Inc.	$3.0K	14	+14	NEW
457	Hunter Perkins Capital Management, LLC	$2.5K	11,464	+11,464	NEW
458	ACADIAN ASSET MANAGEMENT LLC	$2.3K	10,717	+10,717	NEW
459	THRIVENT FINANCIAL FOR LUTHERANS	$2.2K	10,263	+6,391	ADD
460	COUNTRY TRUST BANK	$2.2K	10	0	NO CHANGE
461	DekaBank Deutsche Girozentrale	$2.0K	9,755	0	NO CHANGE
462	CBIZ Investment Advisory Services, LLC	$1.7K	8	−8	TRIM
463	Frazier Financial Advisors, LLC	$1.7K	8	0	NO CHANGE
464	Virginia Estate & Retirement Planning Advisors Inc.	$1.7K	8	—	NO PRIOR
465	NFSG Corp	$1.6K	7	0	NO CHANGE
466	Raleigh Capital Management Inc.	$1.5K	7	+7	NEW
467	Clayton Financial Group LLC	$1.5K	7	+4	ADD
468	Kilter Group LLC	$1.5K	7	−1	TRIM
469	BROWN, LISLE/CUMMINGS, INC.	$1.3K	6	+6	NEW
470	SUMMIT SECURITIES GROUP LLC	$1.3K	6	−50	TRIM
471	ARMSTRONG ADVISORY GROUP, INC	$1.3K	6	0	NO CHANGE
472	Asset Dedication, LLC	$1.1K	5	−19	TRIM
473	Triumph Capital Management	$1.1K	5	0	NO CHANGE
474	Physician Wealth Advisors, Inc.	$1.1K	5	−31	TRIM
475	Bell Investment Advisors, Inc	$1.1K	5	+2	ADD
476	JFS WEALTH ADVISORS, LLC	$868	4	−179	TRIM
477	Penserra Capital Management LLC	$868	4,005	+4,002	ADD
478	Quaker Wealth Management, LLC	$868	4	+3	ADD
479	American Capital Advisory, LLC	$868	4	+4	NEW
480	Granite FO LLC	$868	4	0	NO CHANGE
481	FINANCIAL CONSULATE, INC	$651	3	−6	TRIM
482	SkyView Investment Advisors, LLC	$454	2,019	+112	ADD
483	Signature Equity Partners, LLC	$435	2	+2	NEW
484	TFC Financial Management, Inc.	$434	2	+2	NEW
485	Investors Portfolio Services LLC	$399	2	+2	NEW
486	KBC Group NV	$394	1,814	−1,401	TRIM
487	STEVENS CAPITAL MANAGEMENT LP	$370	1,707	+1,707	NEW
488	South Dakota Investment Council	$304	1,400	+280	ADD
489	AMICA MUTUAL INSURANCE CO	$257	1,186	0	NO CHANGE
490	SALEM INVESTMENT COUNSELORS INC	$217	1	+1	NEW
491	DiNuzzo Private Wealth, Inc.	$217	1	0	NO CHANGE
492	MidFirst Bank	$217	1	+1	NEW
493	Harel Insurance Investments & Financial Services Ltd.	$93	430	0	NO CHANGE
494	Smithfield Trust Co	$17	74	0	NO CHANGE
495	Y.D. More Investments Ltd	$16	24	−3	TRIM
496	Capital Advisors, Ltd. LLC	$11	49	+37	ADD
497	Avion Wealth	$2	12	−10	TRIM
498	VANGUARD GROUP INC	—	—	−4,455,010	EXIT
499	GLENMEDE TRUST CO NA	—	—	−3,008	EXIT
500	PINNACLE ASSOCIATES LTD	—	—	−1,150	EXIT

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

Congress ↔ notable managers · FDS

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

Congress · last 90 days

Buyers: 0 — —
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 Gotham Asset Management, Markel Group, Caxton Associates $93.6M held
Trimming: 2 Bridgewater Associates, Moore Capital Management $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · FACTSET RESH SYS INC

Merged timeline of congressional filings and notable-manager moves on FDS
Date	Who	Change	Size
2026-08-05	Tommy Tuberville Congress	SELL	$1K–$15K
2026-05-15	Gotham Asset Management 13F	ADD	+109,797 sh
2026-05-15	Bridgewater Associates 13F	EXIT	−10,274 sh
2026-05-15	Moore Capital Management 13F	EXIT	−1,189 sh
2026-05-14	Caxton Associates 13F	ADD	+21,664 sh
2026-05-01	Markel Group 13F	ADD	+13,503 sh

6 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

11 members of Congress disclosed FDS — 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).