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 ↗

FIVE BELOW INC · COM · quarter ended 2026-03-31 · 7 members disclosed FIVE ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 515 holders are listed, largest first: 515
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $11.7B
holders whose share count rose or who opened the position (new + add), by shares: 299
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 67

Holders — quarter ended 2026-03-31

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

13F holders of FIVE ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$1.1B	5,012,041	+107,695	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$565M	2,474,079	—	NO PRIOR
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$548M	2,398,669	—	NO PRIOR
4	AQR CAPITAL MANAGEMENT LLC	$436M	1,926,596	+757,764	ADD
5	AMERICAN CENTURY COMPANIES INC	$415M	1,817,317	−21,798	TRIM
6	STATE STREET CORP	$382M	1,673,125	+7,907	ADD
7	FEDERATED HERMES, INC.	$349M	1,529,552	+21,159	ADD
8	TWO SIGMA INVESTMENTS, LP	$328M	1,434,245	+1,030,117	ADD
9	D. E. Shaw & Co., Inc.	$321M	1,405,810	−513,796	TRIM
10	GEODE CAPITAL MANAGEMENT, LLC	$295M	1,288,841	+197,868	ADD
11	Capital World Investors	$285M	1,248,654	+44,929	ADD
12	WELLINGTON MANAGEMENT GROUP LLP	$268M	1,173,601	−19,096	TRIM
13	Qube Research & Technologies Ltd	$245M	1,070,450	+481,950	ADD
14	FMR LLC	$237M	1,038,612	+26,530	ADD
15	Invesco Ltd.	$231M	1,009,571	+123,417	ADD
16	UBS Group AG	$201M	880,247	−511,303	TRIM
17	DIMENSIONAL FUND ADVISORS LP	$194M	848,450	−552	TRIM
18	BALYASNY ASSET MANAGEMENT L.P.	$194M	848,065	−21,637	TRIM
19	MORGAN STANLEY	$188M	822,143	+159,110	ADD
20	WASATCH ADVISORS LP	$187M	818,382	−450,372	TRIM
21	MILLENNIUM MANAGEMENT LLC	$167M	733,077	+28,197	ADD
22	SRS Investment Management, LLC	$165M	722,826	+722,826	NEW
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$153M	668,324	−80	TRIM
24	Giverny Capital Inc.	$141M	617,191	−20,556	TRIM
25	Stephens Investment Management Group LLC	$132M	576,071	−48,793	TRIM
26	CITADEL ADVISORS LLC	$132M	575,717	−512,705	TRIM
27	RIVERBRIDGE PARTNERS LLC	$131M	572,301	−242,342	TRIM
28	JENNISON ASSOCIATES LLC	$129M	562,950	−279,821	TRIM
29	Quantinno Capital Management LP	$119M	522,234	+172,626	ADD
30	BANK OF AMERICA CORP /DE/	$117M	513,362	+144,003	ADD
31	Alyeska Investment Group, L.P.	$113M	493,165	−42,428	TRIM
32	FULLER & THALER ASSET MANAGEMENT, INC.	$109M	478,730	−619,376	TRIM
33	NORTHERN TRUST CORP	$109M	476,010	−9,804	TRIM
34	BANK OF MONTREAL /CAN/	$103M	452,489	−1,191	TRIM
35	Bank of New York Mellon Corp	$84.1M	368,267	−14,565	TRIM
36	1832 Asset Management L.P.	$81.9M	358,338	+234,026	ADD
37	Squarepoint Ops LLC	$81.2M	355,552	−37,787	TRIM
38	VANGUARD FIDUCIARY TRUST CO	$78.2M	342,291	—	NO PRIOR
39	Hook Mill Capital Partners, LP	$68.4M	299,317	−131,667	TRIM
40	Nuveen, LLC	$66.6M	291,605	+91,553	ADD
41	VOYA INVESTMENT MANAGEMENT LLC	$66.0M	288,993	+24,753	ADD
42	Point72 Asset Management, L.P.	$65.4M	286,313	−173,501	TRIM
43	DEUTSCHE BANK AG\	$65.4M	286,297	+24,756	ADD
44	Trexquant Investment LP	$63.8M	279,240	+90,938	ADD
45	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$59.0M	258,218	+4,711	ADD
46	Pacifica Capital Investments, LLC	$49.2M	215,320	−381,675	TRIM
47	JANE STREET GROUP, LLC	$47.7M	208,745	+206,289	ADD
48	Amundi	$47.0M	205,602	+201,871	ADD
49	JACOBS LEVY EQUITY MANAGEMENT, INC	$44.1M	192,911	+102,275	ADD
50	SEMPER AUGUSTUS INVESTMENTS GROUP LLC	$44.0M	192,666	−72,568	TRIM
51	Allianz Asset Management GmbH	$42.0M	183,674	−3,042	TRIM
52	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$40.5M	177,400	+177,400	NEW
53	Man Group plc	$40.1M	175,671	−76,709	TRIM
54	IEQ CAPITAL, LLC	$38.8M	169,816	+36,106	ADD
55	SEI INVESTMENTS CO	$37.9M	165,731	−2,404	TRIM
56	DRIEHAUS CAPITAL MANAGEMENT LLC	$35.8M	156,790	+24,122	ADD
57	Cartenna Capital, LP	$34.3M	150,000	−40,000	TRIM
58	RAYMOND JAMES FINANCIAL INC	$34.1M	149,671	+23,191	ADD
59	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$33.9M	148,551	+208	ADD
60	PRINCIPAL FINANCIAL GROUP INC	$31.8M	139,025	+4,345	ADD
61	COUNTRY TRUST BANK	$29.1M	127,252	−39,973	TRIM
62	AMERIPRISE FINANCIAL INC	$28.9M	126,163	−73,244	TRIM
63	TUDOR INVESTMENT CORP ET AL	$28.6M	125,336	+125,336	NEW
64	Schonfeld Strategic Advisors LLC	$28.2M	123,372	+46,062	ADD
65	Walleye Capital LLC	$27.8M	121,615	+97,178	ADD
66	Gotham Asset Management, LLC	$27.4M	120,101	+28,412	ADD
67	ING GROEP NV	$25.1M	109,900	+109,900	NEW
68	Swiss National Bank	$24.9M	109,159	+400	ADD
69	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$24.4M	106,692	+9,682	ADD
70	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$23.4M	102,600	+102,600	NEW
71	Interval Partners, LP	$22.2M	96,948	−238,176	TRIM
72	CANADA PENSION PLAN INVESTMENT BOARD	$21.9M	96,000	−12,900	TRIM
73	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$21.8M	95,196	+93,866	ADD
74	PRUDENTIAL FINANCIAL INC	$21.4M	93,595	−62,297	TRIM
75	Engineers Gate Manager LP	$21.3M	93,217	+64,107	ADD
76	BOOTHBAY FUND MANAGEMENT, LLC	$21.1M	92,533	−33,686	TRIM
77	ENVESTNET ASSET MANAGEMENT INC	$21.1M	92,203	−12,152	TRIM
78	BARCLAYS PLC	$20.6M	90,334	−243,273	TRIM
79	Mariner, LLC	$20.6M	90,126	+51,093	ADD
80	Verition Fund Management LLC	$19.6M	85,687	−40,438	TRIM
81	EMERALD ADVISERS, LLC	$19.0M	83,351	−2,260	TRIM
82	PICTON MAHONEY ASSET MANAGEMENT	$17.5M	76,438	+24,741	ADD
83	ALLIANCEBERNSTEIN L.P.	$17.1M	90,942	−12,464	TRIM
84	Legal & General Group Plc	$16.7M	72,905	−12,131	TRIM
85	Beck Bode, LLC	$16.4M	71,646	+71,646	NEW
86	Retirement Systems of Alabama	$15.4M	67,620	+1,437	ADD
87	Corient Private Wealth LLC	$15.4M	67,666	−92,759	TRIM
88	COOKSON PEIRCE & CO INC	$15.1M	65,886	+59,168	ADD
89	VICTORY CAPITAL MANAGEMENT INC	$14.8M	64,765	+899	ADD
90	CWM, LLC	$14.3M	62,620	+26,442	ADD
91	Quantbot Technologies LP	$14.3M	62,541	+43,178	ADD
92	Cerity Partners LLC	$14.1M	61,903	+23,751	ADD
93	Bridgewater Associates, LP	$14.1M	61,895	−36,143	TRIM
94	CIBC Bancorp USA Inc.	$13.9M	60,875	—	NO PRIOR
95	FIRST TRUST ADVISORS LP	$13.8M	60,379	−10,368	TRIM
96	Tabor Asset Management, LP	$13.1M	57,444	−38,367	TRIM
97	Empowered Funds, LLC	$13.1M	57,416	+57,416	NEW
98	Summit Creek Advisors LLC	$13.1M	57,362	−29,905	TRIM
99	WELLS FARGO & COMPANY/MN	$11.9M	52,061	−38,694	TRIM
100	VANGUARD ASSET MANAGEMENT, Ltd	$11.2M	48,993	—	NO PRIOR
101	Cinctive Capital Management LP	$11.2M	48,874	−15,210	TRIM
102	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$11.0M	48,350	−1,328	TRIM
103	EMERALD MUTUAL FUND ADVISERS TRUST	$10.9M	47,695	0	NO CHANGE
104	NORDEA INVESTMENT MANAGEMENT AB	$10.8M	48,055	−1,825	TRIM
105	OCCUDO QUANTITATIVE STRATEGIES LP	$10.4M	44,332	+38,509	ADD
106	PDT Partners, LLC	$10.2M	44,832	−31,995	TRIM
107	AGF MANAGEMENT LTD	$10.2M	44,757	−1,073	TRIM
108	Night Squared LP	$10.2M	44,449	+44,449	NEW
109	OPPENHEIMER ASSET MANAGEMENT INC.	$10.0M	43,589	−12,533	TRIM
110	Lisanti Capital Growth, LLC	$9.7M	42,639	−1,205	TRIM
111	Creative Planning	$9.2M	40,479	+17,435	ADD
112	CASTLEARK MANAGEMENT LLC	$9.2M	40,110	−8,230	TRIM
113	Atika Capital Management LLC	$9.0M	39,480	−16,720	TRIM
114	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$9.0M	39,356	−898	TRIM
115	Panoramic Capital, LLC	$9.0M	39,298	−10,500	TRIM
116	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$8.8M	38,400	−6,600	TRIM
117	ROYAL BANK OF CANADA	$8.7M	37,957	−695	TRIM
118	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$8.6M	40,736	+17,153	ADD
119	Hudson Bay Capital Management LP	$8.6M	37,720	+5,034	ADD
120	MERCER GLOBAL ADVISORS INC /ADV	$8.4M	36,759	+19,203	ADD
121	MARSICO CAPITAL MANAGEMENT LLC	$7.8M	34,158	0	NO CHANGE
122	Focus Partners Wealth	$7.8M	33,942	+13,377	ADD
123	STATE OF WISCONSIN INVESTMENT BOARD	$7.7M	33,857	+4,110	ADD
124	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$7.3M	32,012	−3,610	TRIM
125	Calamos Advisors LLC	$7.1M	31,083	−8,632	TRIM
126	INTECH INVESTMENT MANAGEMENT LLC	$7.0M	30,720	+10,322	ADD
127	NEW YORK STATE COMMON RETIREMENT FUND	$6.6M	28,996	0	NO CHANGE
128	FRANKLIN RESOURCES INC	$6.5M	28,327	+16,916	ADD
129	HSBC HOLDINGS PLC	$6.3M	27,570	+13,946	ADD
130	MetLife Investment Management, LLC	$6.2M	27,111	+187	ADD
131	OSAIC HOLDINGS, INC.	$6.2M	27,060	+4,121	ADD
132	FIFTH THIRD BANCORP	$6.1M	26,611	+25,597	ADD
133	Illinois Municipal Retirement Fund	$6.0M	26,114	+7,393	ADD
134	STIFEL FINANCIAL CORP	$5.7M	25,078	−3,757	TRIM
135	Janus Henderson Group Ltd.	$5.6M	24,723	0	NO CHANGE
136	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$5.6M	24,668	+24,668	NEW
137	CITIGROUP INC	$5.5M	24,259	+6,340	ADD
138	Vanguard Global Advisers, LLC	$5.5M	24,145	—	NO PRIOR
139	Western Standard LLC	$5.3M	23,252	−17,348	TRIM
140	Summit Trail Advisors, LLC	$5.1M	22,232	+4,456	ADD
141	FIL Ltd	$5.1M	22,200	+700	ADD
142	Graham Capital Management, L.P.	$5.0M	21,897	+4,260	ADD
143	WINTON GROUP Ltd	$4.9M	21,512	−67,722	TRIM
144	Zurcher Kantonalbank (Zurich Cantonalbank)	$4.9M	21,416	+21,416	NEW
145	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$4.8M	21,137	−1,813	TRIM
146	Universal- Beteiligungs- und Servicegesellschaft mbH	$4.7M	20,407	−4,891	TRIM
147	State of New Jersey Common Pension Fund D	$4.6M	20,132	−14	TRIM
148	MONIMUS CAPITAL MANAGEMENT, LP	$4.6M	19,970	+1,210	ADD
149	Allspring Global Investments Holdings, LLC	$4.3M	18,445	−111,076	TRIM
150	MIRABELLA FINANCIAL SERVICES LLP	$4.3M	18,900	+16,353	ADD
151	Pembroke Management, LTD	$4.3M	18,742	−28,565	TRIM
152	IMC-Chicago, LLC	$4.2M	18,171	−13,435	TRIM
153	US BANCORP \DE\	$4.0M	17,532	−1,406	TRIM
154	BLAIR WILLIAM & CO/IL	$4.0M	17,412	−362	TRIM
155	Dynamic Technology Lab Private Ltd	$3.9M	17,070	+9,465	ADD
156	Tidal Investments LLC	$3.9M	17,062	+6,547	ADD
157	HighTower Advisors, LLC	$3.9M	17,006	+7,714	ADD
158	PANAGORA ASSET MANAGEMENT INC	$3.8M	16,716	+15,253	ADD
159	Caprock Group, LLC	$3.7M	16,399	+1,513	ADD
160	YOUSIF CAPITAL MANAGEMENT, LLC	$3.7M	16,348	−815	TRIM
161	Brevan Howard Capital Management LP	$3.7M	16,315	+3,822	ADD
162	Linden Thomas Advisory Services, LLC	$3.6M	15,811	−2,774	TRIM
163	ExodusPoint Capital Management, LP	$3.6M	15,569	−49,183	TRIM
164	Arizona State Retirement System	$3.5M	15,150	−154	TRIM
165	LPL Financial LLC	$3.4M	14,885	+2,178	ADD
166	Susquehanna Portfolio Strategies, LLC	$3.4M	14,865	0	NO CHANGE
167	Crossmark Global Holdings, Inc.	$3.3M	14,245	—	NO PRIOR
168	ASSETMARK, INC	$3.3M	14,225	+14,079	ADD
169	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$3.2M	13,820	+20	ADD
170	Vanguard Investments Australia, Ltd.	$3.1M	13,760	—	NO PRIOR
171	Gradient Investments LLC	$3.1M	13,458	−1,175	TRIM
172	STATE OF MICHIGAN RETIREMENT SYSTEM	$3.0M	13,322	+300	ADD
173	TEACHER RETIREMENT SYSTEM OF TEXAS	$3.0M	13,161	+6,838	ADD
174	Cetera Investment Advisers	$2.9M	12,865	−4,150	TRIM
175	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$2.9M	12,841	+12,841	NEW
176	GUGGENHEIM CAPITAL LLC	$2.9M	12,818	+8,632	ADD
177	HUSSMAN STRATEGIC ADVISORS, INC.	$2.9M	12,600	−2,100	TRIM
178	KLP KAPITALFORVALTNING AS	$2.9M	12,600	+800	ADD
179	SummitTX Capital, L.P.	$2.9M	12,574	−4,844	TRIM
180	Blueshift Asset Management, LLC	$2.9M	12,552	+1,882	ADD
181	Robeco Institutional Asset Management B.V.	$2.9M	12,503	+12,503	NEW
182	Capricorn Fund Managers Ltd	$2.9M	12,500	+12,500	NEW
183	ELWOOD CAPITAL PARTNERS LP	$2.9M	12,500	+12,500	NEW
184	ROYAL LONDON ASSET MANAGEMENT LTD	$2.8M	12,393	0	NO CHANGE
185	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$2.8M	12,357	+19	ADD
186	SCHRODER INVESTMENT MANAGEMENT GROUP	$2.8M	12,789	+12,789	NEW
187	CIM, LLC	$2.8M	12,287	+12,287	NEW
188	New Age Alpha Advisors, LLC	$2.8M	12,225	−269	TRIM
189	XTX Topco Ltd	$2.7M	11,689	+110	ADD
190	Pathstone Holdings, LLC	$2.6M	11,450	+257	ADD
191	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.6M	11,298	+330	ADD
192	PINNBROOK CAPITAL MANAGEMENT LP	$2.6M	11,290	−10,869	TRIM
193	Dakota Wealth Management	$2.6M	11,263	+4,536	ADD
194	Legato Capital Management LLC	$2.6M	11,185	−385	TRIM
195	Fieldview Capital Management, LLC	$2.5M	10,884	−5,098	TRIM
196	Merit Financial Group, LLC	$2.5M	10,809	+5,369	ADD
197	Federation des caisses Desjardins du Quebec	$2.5M	10,773	−282	TRIM
198	Ameritas Investment Partners, Inc.	$2.3M	10,161	+55	ADD
199	Sanctuary Advisors, LLC	$2.3M	10,139	−957	TRIM
200	Highview Capital Management LLC/DE/	$2.3M	10,005	+281	ADD
201	JW Asset Management, LLC	$2.3M	10,000	+3,000	ADD
202	Chicago Partners Investment Group LLC	$2.3M	9,432	+3,637	ADD
203	Bridgefront Capital, LLC	$2.2M	9,726	−7,482	TRIM
204	Baron Wealth Management LLC	$2.2M	9,722	−587	TRIM
205	Inspire Advisors, LLC	$2.2M	9,654	+423	ADD
206	Focus Partners Advisor Solutions, LLC	$2.2M	9,448	+3,641	ADD
207	CAPSTONE INVESTMENT ADVISORS, LLC	$2.2M	9,448	+102	ADD
208	QUADRANT CAPITAL GROUP LLC	$2.1M	9,252	−183	TRIM
209	Shay Capital LLC	$2.1M	9,090	−3,685	TRIM
210	Pictet Asset Management Holding SA	$2.0M	8,961	+663	ADD
211	Havemeyer Place LP	$2.0M	8,723	+8,723	NEW
212	Ensign Peak Advisors, Inc	$2.0M	8,674	−13,878	TRIM
213	AIGEN INVESTMENT MANAGEMENT, LP	$2.0M	8,601	+2,279	ADD
214	Centiva Capital, LP	$1.9M	8,494	+8,494	NEW
215	Polymer Capital Management (US) LLC	$1.9M	8,462	+8,462	NEW
216	Magnetar Financial LLC	$1.9M	8,357	−15,462	TRIM
217	VARCOV Co.	$1.9M	8,172	+8,172	NEW
218	Vanguard Personalized Indexing Management, LLC	$1.9M	8,149	0	NO CHANGE
219	Taproot Management LP	$1.8M	8,032	+8,032	NEW
220	Sumitomo Mitsui Trust Group, Inc.	$1.8M	7,706	+7,706	NEW
221	Lighthouse Investment Partners, LLC	$1.8M	7,701	−15,796	TRIM
222	Quantum Portfolio Management LLC	$1.7M	7,593	+196	ADD
223	Fortis Group Advisors, LLC	$1.6M	6,946	−2,120	TRIM
224	Chemistry Wealth Management LLC	$1.6M	7,161	+84	ADD
225	Edgestream Partners, L.P.	$1.6M	7,157	+7,157	NEW
226	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$1.6M	6,948	+1,939	ADD
227	Cresset Asset Management, LLC	$1.6M	6,816	−88,738	TRIM
228	HANCOCK WHITNEY CORP	$1.6M	6,599	+310	ADD
229	Inscription Capital, LLC	$1.5M	6,698	−1,084	TRIM
230	AZZAD ASSET MANAGEMENT INC /ADV	$1.5M	6,646	+6,646	NEW
231	XPONANCE LLC	$1.5M	6,569	+1,519	ADD
232	Virtue Capital Management, LLC	$1.5M	6,784	−26	TRIM
233	Pallas Capital Advisors LLC	$1.4M	6,323	+74	ADD
234	Sivia Capital Partners, LLC	$1.4M	6,201	+4,676	ADD
235	Lotus Technology Management, LP	$1.4M	6,143	−11,274	TRIM
236	BURNEY CO/	$1.4M	5,967	+5,967	NEW
237	B. Metzler seel. Sohn & Co. AG	$1.4M	5,916	−4,002	TRIM
238	Weiss Asset Management LP	$1.3M	5,900	+5,900	NEW
239	Aaron Wealth Advisors LLC	$1.3M	5,846	−1,171	TRIM
240	Vestmark Advisory Solutions, Inc.	$1.3M	5,770	+905	ADD
241	Oak Thistle LLC	$1.3M	5,564	+5,564	NEW
242	Braeburn Wealth Management LLC	$1.2M	5,441	+1,106	ADD
243	Bull Harbor Capital LLC	$1.2M	5,375	—	NO PRIOR
244	Lombard Odier Asset Management (USA) Corp	$1.2M	5,366	+5,366	NEW
245	Krilogy Financial LLC	$1.2M	5,407	+671	ADD
246	HB Wealth Management, LLC	$1.2M	5,177	+1,566	ADD
247	Baader Bank Aktiengesellschaft	$1.2M	5,100	+5,100	NEW
248	Laurus Global Equity Management Inc.	$1.1M	4,960	−8,010	TRIM
249	Swiss Life Asset Management Ltd	$1.1M	4,841	+2,252	ADD
250	Baker Avenue Asset Management, LP	$1.1M	4,809	+2,124	ADD
251	Scientech Research LLC	$1.1M	4,792	+4,792	NEW
252	Brooklyn Investment Group	$1.1M	4,717	+1,904	ADD
253	SIERRA SUMMIT ADVISORS LLC	$1.1M	4,680	−1,262	TRIM
254	OP Asset Management Ltd	$1.0M	4,583	—	NO PRIOR
255	NISA INVESTMENT ADVISORS, LLC	$1.0M	4,492	+4,237	ADD
256	Aristides Capital LLC	$1.0M	4,461	+4,461	NEW
257	R Squared Ltd	$985K	4,310	+4,310	NEW
258	Kera Capital Partners, Inc.	$980K	4,289	+287	ADD
259	NorthCrest Asset Manangement, LLC	$949K	4,034	+290	ADD
260	Index Technologies Group LLC	$944K	4,132	+159	ADD
261	SECURIAN ASSET MANAGEMENT, INC	$926K	4,054	0	NO CHANGE
262	CHOREO, LLC	$921K	4,029	+157	ADD
263	FOUNDATIONS INVESTMENT ADVISORS, LLC	$886K	3,878	+3,878	NEW
264	AlphaCore Capital LLC	$871K	3,813	+3,813	NEW
265	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$862K	3,773	+3,773	NEW
266	MAVERICK CAPITAL LTD	$836K	3,661	+3,661	NEW
267	Atom Investors LP	$832K	3,643	+3,643	NEW
268	BENJAMIN EDWARDS INC	$831K	3,638	−105	TRIM
269	EVERGREEN CAPITAL MANAGEMENT LLC	$826K	3,617	+1,524	ADD
270	Lido Advisors, LLC	$816K	3,570	+1,011	ADD
271	EP Wealth Advisors, LLC	$809K	3,542	+385	ADD
272	MML INVESTORS SERVICES, LLC	$775K	3,393	−1,262	TRIM
273	Northwest & Ethical Investments L.P.	$763K	3,264	+198	ADD
274	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$758K	3,317	+797	ADD
275	M&T BANK CORP	$735K	3,217	+121	ADD
276	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$735K	3,216	+908	ADD
277	WADDELL & ASSOCIATES, LLC	$730K	3,197	+1,818	ADD
278	Curi Capital, LLC	$707K	3,096	+1,147	ADD
279	Daiwa Securities Group Inc.	$706K	3,091	+3,091	NEW
280	Fairvoy Private Wealth, LLC	$695K	3,044	+3,044	NEW
281	111 Capital	$693K	3,033	+3,033	NEW
282	VIAWEALTH, LLC	$685K	3,000	−1,100	TRIM
283	Optimize Financial Inc	$677K	2,965	−983	TRIM
284	Jain Global LLC	$677K	2,964	−110,811	TRIM
285	NewEdge Advisors, LLC	$677K	2,964	+2,964	NEW
286	Mach-1 Financial Group, LLC	$674K	2,949	−1,889	TRIM
287	Utah Retirement Systems	$663K	2,900	0	NO CHANGE
288	Inspire Investing, LLC	$654K	2,864	+2,864	NEW
289	GLENMEDE TRUST CO NA	$654K	2,864	−580	TRIM
290	DnB Asset Management AS	$641K	2,807	+2,807	NEW
291	Grandeur Peak Global Advisors, LLC	$635K	2,780	−29,894	TRIM
292	BUCKHEAD CAPITAL MANAGEMENT LLC	$633K	2,770	0	NO CHANGE
293	HUB Investment Partners, LLC	$630K	2,757	+349	ADD
294	Waverly Advisors, LLC	$621K	2,720	+801	ADD
295	PETRA FINANCIAL ADVISORS INC	$620K	2,715	+2,715	NEW
296	Atria Investments, Inc	$619K	2,710	−2,485	TRIM
297	LAZARD ASSET MANAGEMENT LLC	$609K	2,666	−98	TRIM
298	FOX RUN MANAGEMENT, L.L.C.	$605K	2,750	+2,750	NEW
299	Allworth Financial LP	$604K	2,644	+1,316	ADD
300	Mattson Financial Services, LLC	$604K	2,643	+39	ADD
301	Kingsview Wealth Management, LLC	$603K	2,637	+1,397	ADD
302	Farringdon Capital, Ltd.	$597K	2,612	+2,612	NEW
303	OPPENHEIMER & CO INC	$583K	2,552	+2,552	NEW
304	Maryland State Retirement & Pension System	$580K	2,540	0	NO CHANGE
305	GATEWAY INVESTMENT ADVISERS LLC	$579K	2,536	−1,192	TRIM
306	Advisors Asset Management, Inc.	$577K	2,525	+392	ADD
307	Caerus Investment Advisors, LLC	$572K	2,505	+402	ADD
308	MEEDER ASSET MANAGEMENT INC	$564K	2,470	+2,450	ADD
309	MAI Capital Management	$563K	2,465	+2,102	ADD
310	Y-Intercept (Hong Kong) Ltd	$563K	2,465	−15,868	TRIM
311	EVOLVE PRIVATE WEALTH, LLC	$557K	2,436	+509	ADD
312	Tower Research Capital LLC (TRC)	$552K	2,416	+386	ADD
313	State of Wyoming	$541K	2,367	−669	TRIM
314	ALPS ADVISORS INC	$537K	2,350	+2,350	NEW
315	PRELUDE CAPITAL MANAGEMENT, LLC	$517K	2,264	+2,264	NEW
316	ProShare Advisors LLC	$506K	2,213	+1	ADD
317	Voya Financial Advisors, Inc.	$492K	2,221	−240	TRIM
318	Measured Wealth Private Client Group, LLC	$488K	2,138	+415	ADD
319	GREAT LAKES ADVISORS, LLC	$488K	2,134	−13,499	TRIM
320	KEYBANK NATIONAL ASSOCIATION/OH	$487K	2,131	−943	TRIM
321	Encompass More Asset Management	$486K	2,127	+2,127	NEW
322	Rothschild Wealth LLC	$475K	2,080	+1,015	ADD
323	GREENLEAF TRUST	$475K	2,079	+21	ADD
324	CITIZENS FINANCIAL GROUP INC/RI	$468K	2,050	+2,050	NEW
325	COLDSTREAM CAPITAL MANAGEMENT INC	$468K	2,048	−9	TRIM
326	Optas, LLC	$459K	2,011	+2,011	NEW
327	Obermeyer Wealth Partners	$457K	2,000	−962	TRIM
328	Sequoia Financial Advisors, LLC	$452K	1,979	−540	TRIM
329	Machina Capital S.A.S.	$451K	1,972	+300	ADD
330	Cynosure Group, LLC	$444K	1,942	+1,942	NEW
331	Parcion Private Wealth LLC	$444K	1,942	+324	ADD
332	Rafferty Asset Management, LLC	$441K	1,929	−1,060	TRIM
333	COMMONWEALTH EQUITY SERVICES, LLC	$441K	1,928	−110	TRIM
334	ONTARIO TEACHERS PENSION PLAN BOARD	$436K	1,907	−8,011	TRIM
335	MOORE CAPITAL MANAGEMENT, LP	$435K	1,906	+1,906	NEW
336	WEALTH ALLIANCE, LLC	$430K	1,883	−730	TRIM
337	Ballentine Partners, LLC	$430K	1,881	+11	ADD
338	EVOKE WEALTH, LLC	$429K	1,876	+1,876	NEW
339	Clearstead Advisors, LLC	$425K	1,859	+142	ADD
340	VestGen Advisors, LLC	$422K	2,025	+2,025	NEW
341	SHELTON CAPITAL MANAGEMENT	$416K	1,820	0	NO CHANGE
342	Sterling Capital Management LLC	$415K	1,815	−1,377	TRIM
343	Parkside Financial Bank & Trust	$404K	1,767	−280	TRIM
344	CIBC Asset Management Inc	$398K	1,741	0	NO CHANGE
345	EntryPoint Capital, LLC	$397K	1,737	+1,737	NEW
346	RENAISSANCE TECHNOLOGIES LLC	$388K	1,700	+1,700	NEW
347	GenTrust, LLC	$379K	1,659	+1,659	NEW
348	RITHOLTZ WEALTH MANAGEMENT	$377K	1,652	+236	ADD
349	Alpine Global Management, LLC	$377K	1,649	+1,649	NEW
350	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$376K	1,645	+1,645	NEW
351	EARNED WEALTH ADVISORS, LLC	$375K	1,642	+370	ADD
352	DAYMARK WEALTH PARTNERS, LLC	$366K	1,600	+1,600	NEW
353	KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	$363K	1,589	—	NO PRIOR
354	North Dakota State Investment Board	$360K	1,574	−328	TRIM
355	EXCHANGE TRADED CONCEPTS, LLC	$358K	1,569	+127	ADD
356	QTR Family Wealth, LLC	$352K	1,600	+1,600	NEW
357	WEXFORD CAPITAL LP	$351K	1,538	+345	ADD
358	Bayforest Capital Ltd	$349K	1,528	+1,249	ADD
359	AE Wealth Management LLC	$347K	1,519	+103	ADD
360	Financiere des Professionnels - Fonds d'investissement inc.	$346K	1,513	0	NO CHANGE
361	JACKSON THORNTON WEALTH MANAGEMENT, LLC	$328K	1,508	+1,508	NEW
362	Arax Advisory Partners	$327K	1,430	+914	ADD
363	BNP Paribas Asset Management Holding S.A.	$326K	1,427	+249	ADD
364	Private Advisor Group, LLC	$325K	1,422	−8	TRIM
365	Cornerstone Wealth Group, LLC	$323K	1,364	+1,364	NEW
366	MGO ONE SEVEN LLC	$320K	1,400	−184	TRIM
367	Jefferies Financial Group Inc.	$318K	1,391	+1,391	NEW
368	PROFUND ADVISORS LLC	$314K	1,376	+144	ADD
369	CHILDRESS CAPITAL ADVISORS, LLC	$311K	1,361	−113	TRIM
370	Brendel Financial Advisors LLC	$308K	1,346	+59	ADD
371	Allegiance Financial Group Advisory Services LLC	$299K	1,309	+1,309	NEW
372	Ariadne Wealth Management, LP	$297K	1,299	+22	ADD
373	PINNACLE ASSOCIATES LTD	$293K	1,281	0	NO CHANGE
374	Pinnacle Wealth Management Advisory Group, LLC	$292K	1,278	+3	ADD
375	Meiji Yasuda Asset Management Co Ltd.	$291K	1,272	−7	TRIM
376	Ruffer LLP	$287K	1,254	+1,254	NEW
377	UNIVERSITY OF CHICAGO	$286K	1,250	0	NO CHANGE
378	Rockefeller Capital Management L.P.	$284K	1,241	+560	ADD
379	POINCIANA ADVISORS GROUP, LLC	$282K	1,234	0	NO CHANGE
380	TRUIST FINANCIAL CORP	$281K	1,229	−112	TRIM
381	Wick Capital Partners, LLC	$281K	1,228	+1,228	NEW
382	QRG CAPITAL MANAGEMENT, INC.	$278K	1,218	+1,218	NEW
383	Savant Capital, LLC	$277K	1,211	+1,211	NEW
384	SAGESPRING WEALTH PARTNERS, LLC	$273K	1,196	+1,196	NEW
385	CAXTON ASSOCIATES LLP	$270K	1,180	+1,180	NEW
386	Eurizon Capital SGR S.p.A.	$268K	1,203	+248	ADD
387	Calamos Wealth Management LLC	$265K	1,158	+1,158	NEW
388	Koshinski Asset Management, Inc.	$260K	1,140	+64	ADD
389	SIGNATUREFD, LLC	$257K	1,127	+31	ADD
390	Voleon Capital Management LP	$257K	1,126	+1,126	NEW
391	Savvy Advisors, Inc.	$253K	1,108	−85	TRIM
392	Caitong International Asset Management Co., Ltd	$251K	1,100	+1,100	NEW
393	Hardy Reed LLC	$249K	1,091	−91	TRIM
394	Latitude Advisors, LLC	$249K	1,089	+1,089	NEW
395	SCOTIA CAPITAL INC.	$248K	1,085	+1,085	NEW
396	Catalina Capital Group, LLC	$248K	1,085	0	NO CHANGE
397	Archer Investment Corp	$247K	1,083	+1,083	NEW
398	Perigon Wealth Management, LLC	$246K	1,078	−7	TRIM
399	Laird Norton Wetherby Trust Company, LLC	$245K	1,071	+1,071	NEW
400	RETIREMENT GUYS FORMULA LLC	$237K	1,039	+1,039	NEW
401	Ashton Thomas Private Wealth, LLC	$236K	1,035	+1,035	NEW
402	Compound Planning, Inc.	$236K	1,033	+1,033	NEW
403	USA FINANCIAL FORMULAS	$229K	1,004	−252	TRIM
404	Prana Capital Management, LP	$229K	1,003	−392	TRIM
405	Overbrook Management Corp	$228K	1,000	+1,000	NEW
406	waypoint wealth counsel	$228K	1,000	+1,000	NEW
407	Aster Capital Management (DIFC) Ltd	$227K	3,025	+2,095	ADD
408	COMMERCE BANK	$226K	990	+990	NEW
409	NORTHWEST WEALTH MANAGEMENT, LLC	$216K	945	+945	NEW
410	OmniStar Financial Group, Inc.	$212K	927	+927	NEW
411	Abundance Wealth Counselors	$207K	904	+904	NEW
412	Vident Advisory, LLC	$206K	903	+903	NEW
413	World Investment Advisors	$202K	886	+886	NEW
414	True Wealth Design, LLC	$193K	846	+155	ADD
415	UMB Bank, n.a.	$173K	758	+41	ADD
416	Smartleaf Asset Management LLC	$149K	680	−151	TRIM
417	Hickory Point Bank & Trust	$114K	500	+500	NEW
418	Wilmington Savings Fund Society, FSB	$110K	481	0	NO CHANGE
419	NATIONAL BANK OF CANADA /FI/	$96.4K	423	+423	NEW
420	SJS Investment Consulting Inc.	$91.4K	400	+83	ADD
421	Larson Financial Group LLC	$90.3K	395	+257	ADD
422	Reyes Financial Architecture, Inc.	$87.7K	384	−102	TRIM
423	Leonteq Securities AG	$83.4K	365	+356	ADD
424	NOMURA ASSET MANAGEMENT CO LTD	$57.1K	250	−160	TRIM
425	MATHER GROUP, LLC.	$56.0K	245	+245	NEW
426	Spire Wealth Management	$45.7K	200	−2	TRIM
427	Quarry LP	$45.2K	198	+198	NEW
428	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$43.3K	189	+68	ADD
429	Basecamp Wealth Advisors LLC	$41.6K	182	—	NO PRIOR
430	Steward Partners Investment Advisory, LLC	$40.1K	176	−263	TRIM
431	Mitsubishi UFJ Asset Management Co., Ltd.	$38.8K	170	+112	ADD
432	Westside Investment Management, Inc.	$32.0K	140	0	NO CHANGE
433	ESSEX INVESTMENT MANAGEMENT CO LLC	$31.3K	137	0	NO CHANGE
434	HRT FINANCIAL LP	$29.2K	127,837	+127,837	NEW
435	CENTRAL TRUST Co	$28.1K	123	−1	TRIM
436	Activest Wealth Management	$25.1K	110	+42	ADD
437	NFSG Corp	$22.8K	100	0	NO CHANGE
438	Hilltop National Bank	$22.4K	98	+98	NEW
439	Arlington Trust Co LLC	$22.2K	97	+97	NEW
440	Sunrise Financial Services, LLC	$21.0K	92	0	NO CHANGE
441	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$20.2K	86	−19	TRIM
442	Treasurer of the State of North Carolina	$20.0K	87,319	+6,746	ADD
443	Wall Street Financial Group, Inc.	$18.3K	80	+80	NEW
444	CVA Family Office, LLC	$15.5K	68	+68	NEW
445	Meramec Financial Planners, LLC	$15.1K	61	−12	TRIM
446	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	$13.5K	58,890	−1,958	TRIM
447	ALGERT GLOBAL LLC	$11.4K	49,727	−1,330	TRIM
448	FARMERS & MERCHANTS INVESTMENTS INC	$11.0K	48	0	NO CHANGE
449	Keating Financial Advisory Services, Inc.	$11.0K	48	+9	ADD
450	Clearstead Trust, LLC	$10.3K	45	0	NO CHANGE
451	JNBA Financial Advisors	$10.1K	44	+44	NEW
452	JFS WEALTH ADVISORS, LLC	$9.8K	43	+4	ADD
453	JPL Wealth Management, LLC	$8.9K	39	+39	NEW
454	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	$8.2K	36	+23	ADD
455	Blue Trust, Inc.	$8.2K	36	0	NO CHANGE
456	United Financial Planning Group LLC	$7.5K	33	+33	NEW
457	CANADA LIFE ASSURANCE Co	$7.2K	31,671	+593	ADD
458	Kemnay Advisory Services Inc.	$6.9K	30	+30	NEW
459	SBI Securities Co., Ltd.	$6.4K	28	−18	TRIM
460	AMALGAMATED BANK	$6.0K	26,059	+829	ADD
461	Caitlin John, LLC	$5.7K	25	0	NO CHANGE
462	Accent Capital Management, LLC	$5.7K	25	+25	NEW
463	Valued Wealth Advisors LLC	$5.5K	24	+13	ADD
464	THRIVENT FINANCIAL FOR LUTHERANS	$5.3K	23,129	+7,526	ADD
465	Sachetta, LLC	$5.3K	23	+3	ADD
466	Virtu Financial LLC	$4.6K	20,083	+20,083	NEW
467	EASTERN BANK	$4.6K	20	−2	TRIM
468	Triumph Capital Management	$4.6K	20	+20	NEW
469	DekaBank Deutsche Girozentrale	$4.2K	18,665	0	NO CHANGE
470	ELEVATION WEALTH PARTNERS, LLC	$4.1K	18	+3	ADD
471	Pier Capital, LLC	$3.9K	17	+6	ADD
472	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	$3.8K	16,513	0	NO CHANGE
473	Pinnacle Wealth Planning Services, Inc.	$3.7K	16	−387	TRIM
474	Bell Investment Advisors, Inc	$3.7K	16	−3	TRIM
475	SHP Wealth Management	$2.9K	12	+5	ADD
476	NATIXIS ADVISORS, LLC	$2.8K	12,207	+12,207	NEW
477	Geneos Wealth Management Inc.	$2.7K	12	0	NO CHANGE
478	DiNuzzo Private Wealth, Inc.	$2.7K	12	0	NO CHANGE
479	MV CAPITAL MANAGEMENT, INC.	$2.5K	11	+1	ADD
480	GSA CAPITAL PARTNERS LLP	$2.5K	10,860	+10,860	NEW
481	Penserra Capital Management LLC	$2.4K	10,418	+1,840	ADD
482	SouthState Bank Corp	$2.3K	10	+5	ADD
483	Manchester Capital Management LLC	$2.3K	10	0	NO CHANGE
484	Cromwell Holdings LLC	$2.3K	10	0	NO CHANGE
485	Fairman Group, LLC	$2.3K	10	0	NO CHANGE
486	Owl Creek Wealth Partners LLC	$2.3K	10	—	NO PRIOR
487	Private Wealth Management Group, LLC	$1.8K	8	0	NO CHANGE
488	Glen Eagle Advisors, LLC	$1.8K	8	0	NO CHANGE
489	MCF Advisors LLC	$1.6K	7	—	NO PRIOR
490	Rialto Wealth Management, LLC	$1.6K	7	+2	ADD
491	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	$1.3K	5,699	0	NO CHANGE
492	State of Alaska, Department of Revenue	$1.3K	5,490	0	NO CHANGE
493	FINANCIAL CONSULATE, INC	$1.1K	5	0	NO CHANGE
494	Vermillion Wealth Management, Inc.	$1.1K	5	+5	NEW
495	Cassaday & Co Wealth Management LLC	$914	4	+4	NEW
496	HFM Investment Advisors, LLC	$914	4	0	NO CHANGE
497	Vancity Investment Management Ltd	$784	3,430	−2,892	TRIM
498	Marquette Asset Management, LLC	$686	3	0	NO CHANGE
499	Physician Wealth Advisors, Inc.	$686	3	0	NO CHANGE
500	Transamerica Financial Advisors, LLC	$685	3	+3	NEW

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

Congress ↔ notable managers · FIVE

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: 4 Tudor Investment Corp, Gotham Asset Management, Moore Capital Management, Caxton Associates $56.8M held
Trimming: 1 Bridgewater Associates $14.1M held

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

Merged timeline of congressional filings and notable-manager moves on FIVE
Date	Who	Change	Size
2026-05-15	Tudor Investment Corp 13F	NEW	+125,336 sh
2026-05-15	Gotham Asset Management 13F	ADD	+28,412 sh
2026-05-15	Moore Capital Management 13F	NEW	+1,906 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−36,143 sh
2026-05-14	Caxton Associates 13F	NEW	+1,180 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

7 members of Congress disclosed FIVE — 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).