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 ↗

NASDAQ INC · COM · quarter ended 2026-03-31 · 9 members disclosed NDAQ ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 867 holders are listed, largest first: 867
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $37.0B
holders whose share count rose or who opened the position (new + add), by shares: 424
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 134

Holders — quarter ended 2026-03-31

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

13F holders of NDAQ ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	INVESTOR AB	$4.9B	58,382,426	+200,000	ADD
2	BlackRock, Inc.	$3.2B	38,169,782	−1,334,033	TRIM
3	WELLINGTON MANAGEMENT GROUP LLP	$3.1B	36,278,978	−1,380,846	TRIM
4	VANGUARD CAPITAL MANAGEMENT LLC	$2.7B	31,237,808	—	NO PRIOR
5	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$2.5B	29,060,439	+1,432,672	ADD
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.2B	26,103,691	—	NO PRIOR
7	STATE STREET CORP	$1.7B	19,714,705	−163,895	TRIM
8	GEODE CAPITAL MANAGEMENT, LLC	$1.1B	12,977,158	+125,264	ADD
9	MORGAN STANLEY	$871M	10,255,504	+988,942	ADD
10	FRANKLIN RESOURCES INC	$779M	9,174,148	−1,415,531	TRIM
11	HARRIS ASSOCIATES L P	$680M	8,010,183	−611,506	TRIM
12	BANK OF AMERICA CORP /DE/	$666M	7,843,674	−847,754	TRIM
13	UBS Group AG	$593M	6,988,369	+3,138,962	ADD
14	Nuveen, LLC	$498M	5,865,595	−207,676	TRIM
15	Select Equity Group, L.P.	$472M	5,563,126	+1,810,369	ADD
16	AMERIPRISE FINANCIAL INC	$455M	5,331,861	−330,176	TRIM
17	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$385M	4,535,340	−127,336	TRIM
18	Invesco Ltd.	$380M	4,482,078	−887,186	TRIM
19	NORTHERN TRUST CORP	$361M	4,251,415	−18,503	TRIM
20	FMR LLC	$349M	4,109,470	+815,359	ADD
21	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$315M	3,706,987	+8,449	ADD
22	Mariner, LLC	$252M	2,971,912	+95,985	ADD
23	Amundi	$247M	2,910,390	+476,913	ADD
24	Legal & General Group Plc	$245M	2,888,605	+33,370	ADD
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$239M	2,812,897	+84,941	ADD
26	DIMENSIONAL FUND ADVISORS LP	$227M	2,671,609	+46,561	ADD
27	VANGUARD FIDUCIARY TRUST CO	$219M	2,577,116	—	NO PRIOR
28	ENVESTNET ASSET MANAGEMENT INC	$209M	2,462,655	+239,271	ADD
29	TWO SIGMA INVESTMENTS, LP	$198M	2,335,247	+876,186	ADD
30	Bank of New York Mellon Corp	$186M	2,188,581	−75,063	TRIM
31	PRINCIPAL FINANCIAL GROUP INC	$183M	2,159,588	−49,914	TRIM
32	AMERICAN CENTURY COMPANIES INC	$166M	1,951,147	−692,451	TRIM
33	AQR CAPITAL MANAGEMENT LLC	$161M	1,896,403	−37,353	TRIM
34	DEUTSCHE BANK AG\	$159M	1,869,080	+185,477	ADD
35	D. E. Shaw & Co., Inc.	$148M	1,746,091	+753,502	ADD
36	Robeco Institutional Asset Management B.V.	$135M	1,585,003	+167,799	ADD
37	JOHNSON INVESTMENT COUNSEL INC	$131M	1,540,306	−15,373	TRIM
38	RAYMOND JAMES FINANCIAL INC	$117M	1,374,916	+104,782	ADD
39	BARCLAYS PLC	$111M	1,313,295	+67,296	ADD
40	HSBC HOLDINGS PLC	$100M	1,180,963	−1,270,795	TRIM
41	Man Group plc	$92.9M	1,094,156	−97,405	TRIM
42	Qube Research & Technologies Ltd	$89.3M	1,052,240	+256,648	ADD
43	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$87.4M	1,029,006	−98,679	TRIM
44	BLAIR WILLIAM & CO/IL	$87.1M	1,026,010	+266,137	ADD
45	Sumitomo Mitsui Trust Group, Inc.	$86.6M	1,019,867	−37,782	TRIM
46	Mitsubishi UFJ Asset Management Co., Ltd.	$86.6M	1,019,814	+53,826	ADD
47	Chevy Chase Trust Holdings, LLC	$85.0M	1,001,674	−13,417	TRIM
48	Bank Julius Baer & Co. Ltd, Zurich	$84.7M	1,001,237	−1,094,392	TRIM
49	Vanguard Global Advisers, LLC	$83.5M	983,906	—	NO PRIOR
50	WELLS FARGO & COMPANY/MN	$82.8M	975,358	−38,059	TRIM
51	CITADEL ADVISORS LLC	$80.3M	946,293	+429,575	ADD
52	RHUMBLINE ADVISERS	$75.3M	886,745	−50,853	TRIM
53	Rockefeller Capital Management L.P.	$74.7M	879,964	+46,869	ADD
54	ROYAL BANK OF CANADA	$73.8M	869,655	+32,243	ADD
55	Point72 Asset Management, L.P.	$68.8M	810,263	+287,840	ADD
56	VANGUARD ASSET MANAGEMENT, Ltd	$67.3M	792,477	—	NO PRIOR
57	BNP Paribas Asset Management Holding S.A.	$64.2M	755,989	+26,439	ADD
58	Stony Point Capital LLC	$62.2M	732,505	−3,200	TRIM
59	EVENTIDE ASSET MANAGEMENT, LLC	$60.2M	711,839	+4,791	ADD
60	National Pension Service	$58.7M	691,148	+691,148	NEW
61	FLOSSBACH VON STORCH SE	$58.1M	684,974	−462,973	TRIM
62	Zurich Insurance Group Ltd/FI	$55.8M	657,732	+541,603	ADD
63	MACKENZIE FINANCIAL CORP	$55.1M	649,387	+72,041	ADD
64	FIRST TRUST ADVISORS LP	$51.8M	609,819	+56,056	ADD
65	Freestone Grove Partners LP	$51.0M	600,547	+600,547	NEW
66	CANADA PENSION PLAN INVESTMENT BOARD	$50.8M	598,594	+63,748	ADD
67	Assenagon Asset Management S.A.	$50.5M	595,437	+429,938	ADD
68	SEI INVESTMENTS CO	$45.9M	540,464	−692,665	TRIM
69	LAZARD ASSET MANAGEMENT LLC	$45.7M	538,084	−339,012	TRIM
70	ALLIANCEBERNSTEIN L.P.	$45.7M	470,103	−6,999	TRIM
71	CITIGROUP INC	$44.3M	521,623	+155,297	ADD
72	Universal- Beteiligungs- und Servicegesellschaft mbH	$43.9M	517,061	−107,775	TRIM
73	Dundas Partners LLP	$43.5M	512,023	−9,703	TRIM
74	WORLDQUANT MILLENNIUM ADVISORS LLC	$42.9M	505,788	+103,820	ADD
75	LPL Financial LLC	$42.2M	496,645	−19,640	TRIM
76	BENJAMIN EDWARDS INC	$38.7M	456,111	−18,795	TRIM
77	LBP AM SA	$37.7M	443,643	+15,688	ADD
78	PANAGORA ASSET MANAGEMENT INC	$37.2M	438,007	−144,457	TRIM
79	Korea Investment CORP	$37.1M	437,376	−126,750	TRIM
80	Evelyn Partners Investment Management LLP	$36.3M	428,067	−2,177	TRIM
81	Mediolanum International Funds Ltd	$36.3M	434,722	+434,722	NEW
82	Vinva Investment Management Ltd	$36.3M	434,280	+365,413	ADD
83	Gotham Asset Management, LLC	$36.3M	427,223	+87,865	ADD
84	LGT CAPITAL PARTNERS LTD.	$35.7M	420,212	+34,980	ADD
85	BALYASNY ASSET MANAGEMENT L.P.	$35.7M	420,093	+157,748	ADD
86	Walleye Capital LLC	$34.6M	407,112	+166,438	ADD
87	Prana Capital Management, LP	$34.4M	405,030	−410,933	TRIM
88	ADAGE CAPITAL PARTNERS GP, L.L.C.	$34.2M	403,047	−190,900	TRIM
89	Union Bancaire Privee, UBP SA	$34.2M	447,159	−514,909	TRIM
90	TRUIST FINANCIAL CORP	$32.6M	384,485	+37,034	ADD
91	STIFEL FINANCIAL CORP	$32.1M	378,655	−31,273	TRIM
92	CREDIT AGRICOLE S A	$32.1M	377,867	−17,460	TRIM
93	BANK OF NOVA SCOTIA	$31.7M	373,982	+11,140	ADD
94	AVIVA PLC	$31.7M	373,415	+10,454	ADD
95	Ceredex Value Advisors LLC	$31.3M	368,807	+368,807	NEW
96	GFS Advisors, LLC	$30.8M	82,824	+82,824	NEW
97	BRAUN STACEY ASSOCIATES INC	$30.6M	361,027	−14,632	TRIM
98	DANSKE BANK A/S	$29.4M	346,249	−2,373	TRIM
99	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$28.5M	336,025	0	NO CHANGE
100	Foster Victor Wealth Advisors, LLC	$28.5M	328,706	+26,051	ADD
101	Aberdeen Group plc	$28.2M	332,108	+10,506	ADD
102	Pathstone Holdings, LLC	$28.2M	332,035	−22,967	TRIM
103	BANK OF MONTREAL /CAN/	$27.4M	323,305	−56,981	TRIM
104	Quantinno Capital Management LP	$27.0M	317,923	+160,850	ADD
105	NorthCrest Asset Manangement, LLC	$26.9M	310,538	−136,156	TRIM
106	Sterling Capital Management LLC	$25.9M	304,911	−43,604	TRIM
107	COMMERCE BANK	$25.3M	298,344	−13,007	TRIM
108	MILLENNIUM MANAGEMENT LLC	$24.2M	284,620	−104,286	TRIM
109	DEARBORN PARTNERS LLC	$24.1M	284,092	−27,019	TRIM
110	NEW YORK STATE COMMON RETIREMENT FUND	$23.9M	281,486	0	NO CHANGE
111	Capital World Investors	$23.4M	275,388	+1,392	ADD
112	Pictet Asset Management Holding SA	$23.3M	274,810	−25,689	TRIM
113	STATE OF WISCONSIN INVESTMENT BOARD	$23.2M	272,780	+35,005	ADD
114	TORONTO DOMINION BANK	$22.8M	269,031	+69,417	ADD
115	NORDEA INVESTMENT MANAGEMENT AB	$22.0M	262,491	−1,606	TRIM
116	SEVEN GRAND MANAGERS, LLC	$21.2M	250,000	−250,000	TRIM
117	VOYA INVESTMENT MANAGEMENT LLC	$21.2M	249,300	+10,571	ADD
118	KLP KAPITALFORVALTNING AS	$21.1M	248,184	+13,600	ADD
119	STOREBRAND ASSET MANAGEMENT AS	$20.7M	243,874	—	NO PRIOR
120	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$20.3M	239,615	+221,783	ADD
121	HighTower Advisors, LLC	$20.1M	236,574	−70,611	TRIM
122	VICTORY CAPITAL MANAGEMENT INC	$19.7M	232,653	−1,161	TRIM
123	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$19.5M	229,556	+224,216	ADD
124	Northern Right Capital Management, L.P.	$19.3M	227,795	+227,795	NEW
125	Vanguard Investments Australia, Ltd.	$19.2M	226,467	—	NO PRIOR
126	ZACKS INVESTMENT MANAGEMENT	$19.0M	223,877	−1,826	TRIM
127	MCRAE CAPITAL MANAGEMENT INC	$19.0M	223,841	−45,534	TRIM
128	SHAPIRO CAPITAL MANAGEMENT LLC	$18.6M	219,128	−319,490	TRIM
129	Cetera Investment Advisers	$18.6M	218,632	+30,715	ADD
130	Mitsubishi UFJ Trust & Banking Corp	$18.4M	216,335	+15,515	ADD
131	NATIONAL BANK OF CANADA /FI/	$18.2M	213,931	−49,161	TRIM
132	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$17.8M	209,103	+209,103	NEW
133	FIFTH THIRD BANCORP	$17.7M	208,542	+162,019	ADD
134	Schonfeld Strategic Advisors LLC	$17.6M	207,889	−135,778	TRIM
135	Zurcher Kantonalbank (Zurich Cantonalbank)	$17.2M	202,533	+202,533	NEW
136	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$17.0M	200,645	+64,352	ADD
137	ROYAL LONDON ASSET MANAGEMENT LTD	$17.0M	200,581	+12,725	ADD
138	Asset Management One Co., Ltd.	$17.0M	200,018	−7,326	TRIM
139	APG Asset Management N.V.	$16.8M	227,981	−5,987	TRIM
140	Baltimore-Washington Financial Advisors, Inc.	$16.5M	194,729	+855	ADD
141	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$16.5M	194,111	+194,111	NEW
142	Baird Financial Group, Inc.	$16.5M	193,878	+193,878	NEW
143	Cerity Partners LLC	$16.1M	189,518	−11,414	TRIM
144	Tredje AP-fonden	$16.1M	189,103	+144,287	ADD
145	CIBC Asset Management Inc	$16.0M	188,666	+3,182	ADD
146	Varma Mutual Pension Insurance Co	$15.9M	187,376	0	NO CHANGE
147	Hudson Bay Capital Management LP	$15.7M	185,458	+44,089	ADD
148	GHP Investment Advisors, Inc.	$15.6M	184,172	+8,683	ADD
149	Holocene Advisors, LP	$15.6M	184,023	+184,023	NEW
150	TD ASSET MANAGEMENT INC	$15.4M	181,389	+21,923	ADD
151	IEQ CAPITAL, LLC	$13.7M	161,871	+10,719	ADD
152	Lighthouse Investment Partners, LLC	$13.7M	161,588	+161,588	NEW
153	NOMURA ASSET MANAGEMENT CO LTD	$13.2M	155,202	−21,906	TRIM
154	NATIXIS	$12.9M	152,112	−4,744	TRIM
155	Creative Planning	$12.7M	149,675	+25,337	ADD
156	State of New Jersey Common Pension Fund D	$12.6M	148,955	0	NO CHANGE
157	Janus Henderson Group Ltd.	$12.4M	145,860	−3,234	TRIM
158	Lansforsakringar Fondforvaltning AB (publ)	$12.3M	145,364	+651	ADD
159	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$12.3M	144,465	+52,950	ADD
160	Raub Brock Capital Management LP	$12.1M	142,113	−11,308	TRIM
161	Resona Asset Management Co.,Ltd.	$12.0M	142,295	+317	ADD
162	MERCER GLOBAL ADVISORS INC /ADV	$11.5M	135,674	−75,053	TRIM
163	OFI INVEST ASSET MANAGEMENT	$11.4M	153,257	+6,827	ADD
164	Groupe la Francaise	$11.1M	131,434	+4,898	ADD
165	Andra AP-fonden	$11.1M	130,583	−3,617	TRIM
166	PUBLIC SECTOR PENSION INVESTMENT BOARD	$10.8M	127,770	+12,850	ADD
167	ASSETMARK, INC	$10.6M	125,177	+6,254	ADD
168	Ensign Peak Advisors, Inc	$10.6M	124,721	+19,570	ADD
169	Arizona State Retirement System	$10.5M	124,122	−1,749	TRIM
170	NISA INVESTMENT ADVISORS, LLC	$10.5M	123,159	−3,329	TRIM
171	Czech National Bank	$10.4M	122,302	+3,357	ADD
172	Aperture Investors, LLC	$10.3M	121,137	+13,377	ADD
173	Corient Private Wealth LLC	$10.3M	124,507	−498,369	TRIM
174	STATE OF MICHIGAN RETIREMENT SYSTEM	$10.0M	117,290	−800	TRIM
175	Federation des caisses Desjardins du Quebec	$9.8M	115,338	+12,797	ADD
176	SCHRODER INVESTMENT MANAGEMENT GROUP	$9.7M	115,771	+12,659	ADD
177	COMMONWEALTH EQUITY SERVICES, LLC	$9.3M	109,527	+6,841	ADD
178	Rafferty Asset Management, LLC	$9.3M	109,178	−28,431	TRIM
179	FRONTIER CAPITAL MANAGEMENT CO LLC	$9.1M	106,895	−59,944	TRIM
180	MetLife Investment Management, LLC	$8.9M	104,989	−3,171	TRIM
181	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$8.9M	104,608	−317	TRIM
182	SEB Asset Management AB	$8.8M	103,513	—	NO PRIOR
183	IFM Investors Pty Ltd	$8.8M	103,347	+4,486	ADD
184	JANE STREET GROUP, LLC	$8.7M	103,012	+73,187	ADD
185	Mirae Asset Global Investments Co., Ltd.	$8.6M	101,557	+20,223	ADD
186	Daiwa Securities Group Inc.	$8.6M	100,795	−50,332	TRIM
187	CIBC Bancorp USA Inc.	$8.5M	99,945	—	NO PRIOR
188	DnB Asset Management AS	$8.4M	99,203	+8,311	ADD
189	XPONANCE LLC	$8.4M	99,082	+9,375	ADD
190	Baker Avenue Asset Management, LP	$8.3M	98,053	+6,374	ADD
191	Cumberland Partners Ltd	$8.2M	97,125	−163	TRIM
192	Retirement Systems of Alabama	$8.1M	95,364	−597	TRIM
193	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$8.1M	94,965	+21,879	ADD
194	Swiss Life Asset Management Ltd	$7.8M	91,402	−71,435	TRIM
195	ProShare Advisors LLC	$7.7M	90,647	−4,809	TRIM
196	Ethic Inc.	$7.6M	89,971	−18,283	TRIM
197	AIA Group Ltd	$7.6M	89,100	+13,600	ADD
198	Woodline Partners LP	$7.5M	88,261	+11,151	ADD
199	Round Hill Asset Management	$7.4M	87,742	−645	TRIM
200	EDMOND DE ROTHSCHILD HOLDING S.A.	$7.4M	87,115	+3,498	ADD
201	Calamos Advisors LLC	$7.3M	85,920	+85,920	NEW
202	Sanctuary Advisors, LLC	$7.2M	85,066	+2,478	ADD
203	KANAWHA CAPITAL MANAGEMENT LLC	$6.9M	81,721	−621	TRIM
204	Snowden Capital Advisors LLC	$6.9M	81,382	−6,506	TRIM
205	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$6.8M	80,329	−474,829	TRIM
206	Swedbank AB	$6.7M	79,097	−5,686	TRIM
207	Evelyn Partners Investment Management Services Ltd	$6.6M	77,843	+11,947	ADD
208	USS Investment Management Ltd	$6.6M	77,510	+2,022	ADD
209	BAILARD, INC.	$6.5M	76,136	+76,136	NEW
210	Headlands Technologies LLC	$6.4M	75,146	−41,778	TRIM
211	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$6.4M	383,871	+320,496	ADD
212	Utah Retirement Systems	$6.3M	73,861	+3,745	ADD
213	Sequoia Financial Advisors, LLC	$6.2M	73,223	−4,874	TRIM
214	FIL Ltd	$6.2M	72,463	−406,007	TRIM
215	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$6.1M	71,858	+3,204	ADD
216	Kintegral Advisory, LLC	$6.1M	71,384	−3,165	TRIM
217	Eurizon Capital SGR S.p.A.	$6.0M	70,847	+16,153	ADD
218	HORIZON KINETICS ASSET MANAGEMENT LLC	$6.0M	70,706	−116	TRIM
219	Hennion & Walsh Asset Management, Inc.	$5.9M	69,688	−11,186	TRIM
220	MML INVESTORS SERVICES, LLC	$5.8M	68,834	−939	TRIM
221	OPPENHEIMER ASSET MANAGEMENT INC.	$5.8M	68,774	−80	TRIM
222	First Washington CORP	$5.7M	67,074	+26,406	ADD
223	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$5.7M	66,861	+1,226	ADD
224	Mirova US LLC	$5.6M	66,207	−19,464	TRIM
225	Rakuten Investment Management, Inc.	$5.6M	67,032	+7,355	ADD
226	Tidal Investments LLC	$5.5M	64,485	+17,625	ADD
227	NEOS Investment Management LLC	$5.4M	64,106	+11,978	ADD
228	Sumitomo Mitsui DS Asset Management Company, Ltd	$5.4M	64,014	+856	ADD
229	Candriam S.C.A.	$5.4M	64,005	−6,963	TRIM
230	Robertson Opportunity Capital, LLC	$5.4M	63,039	0	NO CHANGE
231	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$5.3M	62,956	−18,498	TRIM
232	Vanguard Personalized Indexing Management, LLC	$5.2M	61,356	+5,186	ADD
233	FIRST MANHATTAN CO. LLC.	$5.2M	61,008	−20,110	TRIM
234	CWM, LLC	$5.1M	60,327	−2,642	TRIM
235	DAVENPORT & Co LLC	$5.1M	59,987	+1,773	ADD
236	Wealthfront Advisers LLC	$5.1M	59,666	+13,505	ADD
237	AE Wealth Management LLC	$5.0M	59,162	+2,069	ADD
238	NISSAY ASSET MANAGEMENT CORP /JAPAN	$5.0M	58,730	+505	ADD
239	Orion Porfolio Solutions, LLC	$5.0M	58,377	−4,448	TRIM
240	Allianz Asset Management GmbH	$4.9M	57,541	−101,721	TRIM
241	NORTHSTAR ASSET MANAGEMENT INC	$4.9M	57,463	+187	ADD
242	Tairen Capital Ltd	$4.8M	57,000	+57,000	NEW
243	Y-Intercept (Hong Kong) Ltd	$4.8M	56,886	+56,886	NEW
244	Castlefield Investment Partners LLP	$4.8M	56,588	+56,408	ADD
245	FIRST NATIONAL BANK OF OMAHA	$4.7M	55,568	+456	ADD
246	Stratos Wealth Partners, LTD.	$4.7M	55,163	−2,331	TRIM
247	OSAIC HOLDINGS, INC.	$4.7M	54,951	−284	TRIM
248	Atria Investments, Inc	$4.5M	53,418	−8,405	TRIM
249	M&T BANK CORP	$4.5M	53,177	−7,899	TRIM
250	Qsemble Capital Management, LP	$4.5M	52,865	+52,865	NEW
251	NewEdge Advisors, LLC	$4.5M	52,477	+52,477	NEW
252	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$4.4M	51,497	−127	TRIM
253	VISTA INVESTMENT PARTNERS LLC	$4.4M	51,495	+1,623	ADD
254	DNCA FINANCE	$4.4M	51,350	−5,200	TRIM
255	LGT Fund Management Co Ltd.	$4.3M	50,366	+48,136	ADD
256	NorthCoast Asset Management LLC	$4.3M	50,116	+33,351	ADD
257	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$4.2M	49,810	−603	TRIM
258	Stanley-Laman Group, Ltd.	$4.2M	49,247	+43,265	ADD
259	US BANCORP \DE\	$4.1M	48,800	−18,613	TRIM
260	OP Asset Management Ltd	$4.1M	47,991	—	NO PRIOR
261	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$4.1M	47,768	−670	TRIM
262	Polar Asset Management Partners Inc.	$4.1M	47,751	−85,413	TRIM
263	Lombard Odier Asset Management (Europe) Ltd	$4.0M	47,298	+11,298	ADD
264	GROUPAMA ASSET MANAGMENT	$3.9M	45,399	−19,779	TRIM
265	YOUSIF CAPITAL MANAGEMENT, LLC	$3.8M	45,121	−1,792	TRIM
266	UniSuper Management Pty Ltd	$3.7M	43,635	+1,978	ADD
267	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$3.7M	43,337	+43,337	NEW
268	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$3.6M	42,817	+14,468	ADD
269	Southeast Asset Advisors, LLC	$3.6M	42,589	+16,398	ADD
270	FJ Capital Management LLC	$3.6M	42,372	+42,372	NEW
271	MONTAG A & ASSOCIATES INC	$3.6M	41,947	−20,268	TRIM
272	Siemens Fonds Invest GmbH	$3.5M	41,510	+1,978	ADD
273	Atom Investors LP	$3.5M	41,267	+41,267	NEW
274	FEDERATED HERMES, INC.	$3.4M	40,535	−13,532	TRIM
275	LGT Group Foundation	$3.4M	39,612	−6,458	TRIM
276	Gold Investment Management Ltd.	$3.4M	39,504	+769	ADD
277	Bensler, LLC	$3.3M	38,888	−2,279	TRIM
278	Penobscot Investment Management Company, Inc.	$3.3M	38,694	−800	TRIM
279	EFG International AG	$3.2M	37,954	+1,673	ADD
280	Graphene Investments SAS	$3.2M	37,500	0	NO CHANGE
281	MACQUARIE GROUP LTD	$3.2M	37,223	−42,547	TRIM
282	Advisors Preferred, LLC	$3.1M	36,883	−13,524	TRIM
283	PROMETHIUM ADVISORS,LLC	$3.0M	35,835	+735	ADD
284	Focus Partners Wealth	$3.0M	35,789	+10,473	ADD
285	Paralel Advisors LLC	$3.0M	35,264	0	NO CHANGE
286	Aquatic Capital Management LLC	$3.0M	35,042	+35,042	NEW
287	DIVIDEND ASSETS CAPITAL, LLC	$2.9M	34,518	+21,584	ADD
288	Texas Yale Capital Corp.	$2.9M	34,489	+2,400	ADD
289	Laird Norton Wetherby Trust Company, LLC	$2.9M	33,844	−2,406	TRIM
290	Jefferies Financial Group Inc.	$2.8M	33,517	−322,748	TRIM
291	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$2.8M	33,300	+2,700	ADD
292	G&S Capital LLC	$2.8M	33,187	+17,502	ADD
293	Guardian Partners Inc.	$2.8M	32,826	−2,999	TRIM
294	Osmosis Investment Management UK Ltd	$2.8M	32,906	−16,064	TRIM
295	PEAK6 LLC	$2.8M	32,691	+32,691	NEW
296	Investment Management Corp of Ontario	$2.8M	32,665	+1,600	ADD
297	Metis Global Partners, LLC	$2.8M	32,559	−1,946	TRIM
298	SAX WEALTH ADVISORS, LLC	$2.8M	28,434	0	NO CHANGE
299	VISTA INVESTMENT PARTNERS II, LLC	$2.8M	32,495	+690	ADD
300	TD Waterhouse Canada Inc.	$2.7M	31,844	−75,419	TRIM
301	TKG Advisors, LLC	$2.7M	31,574	+16,469	ADD
302	LIGHTHOUSE FINANCIAL SERVICES INC /ADV	$2.7M	30,809	+2,713	ADD
303	Applied Capital LLC/FL	$2.7M	31,409	−359	TRIM
304	Keebeck Wealth Management	$2.7M	31,344	−10,459	TRIM
305	Concurrent Investment Advisors, LLC	$2.7M	31,336	+1,340	ADD
306	Kestra Advisory Services, LLC	$2.6M	31,174	−18,923	TRIM
307	INTECH INVESTMENT MANAGEMENT LLC	$2.6M	31,039	−21,158	TRIM
308	Aurora Investment Counsel	$2.6M	30,960	+30,960	NEW
309	CIBC WORLD MARKET INC.	$2.6M	30,958	−274	TRIM
310	Avanza Fonder AB	$2.6M	30,805	0	NO CHANGE
311	RBF Capital, LLC	$2.5M	30,000	−30,000	TRIM
312	Elo Mutual Pension Insurance Co	$2.5M	29,341	−23,110	TRIM
313	Lido Advisors, LLC	$2.5M	29,148	−16,764	TRIM
314	B. Metzler seel. Sohn & Co. AG	$2.5M	29,096	−22,056	TRIM
315	Crossmark Global Holdings, Inc.	$2.4M	28,778	—	NO PRIOR
316	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$2.4M	28,715	+3,431	ADD
317	Norinchukin Bank, The	$2.4M	27,912	−34	TRIM
318	Prosperity Consulting Group, LLC	$2.3M	27,431	−3,381	TRIM
319	MIZUHO SECURITIES USA LLC	$2.3M	27,148	−5,697	TRIM
320	MAI Capital Management	$2.3M	27,085	+3,127	ADD
321	FLPUTNAM INVESTMENT MANAGEMENT CO	$2.3M	26,834	−1,500	TRIM
322	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$2.2M	26,384	−25,822	TRIM
323	FORTEM FINANCIAL GROUP, LLC	$2.2M	25,780	+17,614	ADD
324	HARTFORD INVESTMENT MANAGEMENT CO	$2.2M	25,660	−483	TRIM
325	QRG CAPITAL MANAGEMENT, INC.	$2.2M	25,491	−11,116	TRIM
326	Banque Cantonale Vaudoise	$2.1M	24,643	−1,642	TRIM
327	Steward Partners Investment Advisory, LLC	$2.1M	24,413	−4,898	TRIM
328	RWA WEALTH PARTNERS, LLC	$2.1M	24,192	−383	TRIM
329	Vontobel Holding Ltd.	$2.0M	24,103	+9,233	ADD
330	&PARTNERS	$2.0M	24,100	+3,971	ADD
331	GARDNER LEWIS ASSET MANAGEMENT L P	$2.0M	24,080	0	NO CHANGE
332	Ameritas Investment Partners, Inc.	$2.0M	23,889	−502	TRIM
333	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$2.0M	23,855	+9,522	ADD
334	Numerai GP LLC	$2.0M	23,709	+4,038	ADD
335	D.A. DAVIDSON & CO.	$2.0M	23,391	−365	TRIM
336	Anfield Capital Management, LLC	$2.0M	23,274	0	NO CHANGE
337	Quantbot Technologies LP	$2.0M	23,159	+23,159	NEW
338	Maryland State Retirement & Pension System	$2.0M	23,066	0	NO CHANGE
339	ABN AMRO INVESTMENT SOLUTIONS	$1.9M	22,537	+4,360	ADD
340	STEADFAST CAPITAL MANAGEMENT LP	$1.9M	22,400	+22,400	NEW
341	Generali Investments CEE, investicni spolecnost, a.s.	$1.9M	22,101	−17,510	TRIM
342	Allspring Global Investments Holdings, LLC	$1.9M	21,943	+441	ADD
343	ROMAN BUTLER FULLERTON & CO	$1.9M	21,138	+27	ADD
344	Westover Capital Advisors, LLC	$1.8M	21,475	−4,490	TRIM
345	Engineers Gate Manager LP	$1.8M	21,445	−23,556	TRIM
346	QUADRANT CAPITAL GROUP LLC	$1.8M	21,312	+6,610	ADD
347	Empowered Funds, LLC	$1.8M	20,873	+20,873	NEW
348	Generali Asset Management SPA SGR	$1.7M	20,573	−16,907	TRIM
349	Machina Capital S.A.S.	$1.7M	20,548	−1,523	TRIM
350	Summit Trail Advisors, LLC	$1.7M	20,407	+3,406	ADD
351	ING GROEP NV	$1.7M	20,396	−425	TRIM
352	Vident Advisory, LLC	$1.7M	20,394	+4,727	ADD
353	Fosun International Ltd	$1.7M	20,350	+20,350	NEW
354	AG2R LA MONDIALE GESTION D'ACTIFS	$1.7M	20,087	+1,104	ADD
355	HARMONY ASSET MANAGEMENT LLC	$1.7M	19,925	+5,635	ADD
356	REGIONS FINANCIAL CORP	$1.7M	19,870	−660	TRIM
357	Carlson Capital, L.P.	$1.7M	19,700	+19,700	NEW
358	HB Wealth Management, LLC	$1.6M	19,314	+5,486	ADD
359	Clarus Wealth Advisors	$1.6M	18,936	+1,357	ADD
360	Virtus Investment Advisers, LLC	$1.6M	19,266	−2,419	TRIM
361	Waterfront Wealth Inc.	$1.6M	19,035	+1,013	ADD
362	Portfolio Design Labs, LLC	$1.6M	18,932	−766	TRIM
363	Evelyn Partners Investment Management (Europe) Ltd	$1.6M	18,567	+32	ADD
364	MUFG Securities EMEA plc	$1.6M	18,410	−83	TRIM
365	Graham Capital Management, L.P.	$1.6M	18,408	−6,327	TRIM
366	PITTENGER & ANDERSON INC	$1.6M	18,379	−2,038	TRIM
367	Legacy Bridge, LLC	$1.6M	18,295	+20	ADD
368	Phoenix Financial Ltd.	$1.5M	18,938	−349	TRIM
369	Envestnet Portfolio Solutions, Inc.	$1.5M	18,114	−2,322	TRIM
370	Guinness Asset Management LTD	$1.5M	18,058	+4,954	ADD
371	OMERS ADMINISTRATION Corp	$1.5M	17,728	+4,821	ADD
372	HELIOS CAPITAL MANAGEMENT PTE. LTD	$1.4M	16,950	0	NO CHANGE
373	Saudi Central Bank	$1.4M	16,861	+16,861	NEW
374	Ballentine Partners, LLC	$1.4M	16,858	−2,053	TRIM
375	Curi Capital, LLC	$1.4M	16,856	−41	TRIM
376	ARWA LLC	$1.4M	16,967	−1,503	TRIM
377	Cresset Asset Management, LLC	$1.4M	16,804	+8,654	ADD
378	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.4M	16,663	0	NO CHANGE
379	Tower Research Capital LLC (TRC)	$1.4M	16,578	+2,168	ADD
380	Lombard Odier Asset Management (Switzerland) SA	$1.4M	16,313	0	NO CHANGE
381	Dai-ichi Life Insurance Company, Ltd	$1.4M	16,060	−13,000	TRIM
382	Ascent Group, LLC	$1.4M	16,000	−18,738	TRIM
383	COMPASS CAPITAL CORP /MA/ /ADV	$1.3M	15,168	0	NO CHANGE
384	Bridgefront Capital, LLC	$1.3M	15,683	+15,683	NEW
385	Global Financial Private Client, LLC	$1.3M	15,302	+2,747	ADD
386	New England Research & Management, Inc.	$1.3M	15,250	+15,250	NEW
387	Trueblood Wealth Management, LLC	$1.3M	15,246	+2,293	ADD
388	Caprock Group, LLC	$1.3M	15,071	+15,071	NEW
389	NLB Skladi, upravljanje premozenja, d.o.o.	$1.3M	15,000	+15,000	NEW
390	Advisors Asset Management, Inc.	$1.3M	14,856	+4,158	ADD
391	Ramirez Asset Management, Inc.	$1.3M	14,736	−715	TRIM
392	Merit Financial Group, LLC	$1.2M	14,609	−1,013	TRIM
393	Wilmington Savings Fund Society, FSB	$1.2M	14,506	−450	TRIM
394	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.2M	14,370	−42	TRIM
395	Apollon Wealth Management, LLC	$1.2M	14,090	+758	ADD
396	Focus Partners Advisor Solutions, LLC	$1.2M	14,053	+1,230	ADD
397	Clark Capital Management Group, Inc.	$1.2M	13,904	−4	TRIM
398	MISSION WEALTH MANAGEMENT, LP	$1.2M	13,826	−1,124	TRIM
399	Dorsey & Whitney Trust CO LLC	$1.2M	13,651	+3,032	ADD
400	Martin Capital Advisors, LLP	$1.2M	13,580	0	NO CHANGE
401	Illinois Municipal Retirement Fund	$1.1M	13,534	−3,322	TRIM
402	WHITENER CAPITAL MANAGEMENT, INC.	$1.1M	13,430	+284	ADD
403	WCG Wealth Advisors LLC	$1.1M	13,416	−1,434	TRIM
404	Hartford Funds Management Co LLC	$1.1M	13,380	−141	TRIM
405	Copeland Capital Management, LLC	$1.1M	13,216	−320	TRIM
406	ASR Vermogensbeheer N.V.	$1.1M	13,199	+328	ADD
407	NINE MASTS CAPITAL Ltd	$1.1M	13,138	+13,138	NEW
408	KEYBANK NATIONAL ASSOCIATION/OH	$1.1M	13,128	+877	ADD
409	North Dakota State Investment Board	$1.1M	13,088	−1,018	TRIM
410	Militia Capital Management LLC	$1.1M	13,084	—	NO PRIOR
411	VCI Wealth Management LLC	$1.1M	12,940	−10,052	TRIM
412	AlphaCore Capital LLC	$1.1M	12,550	−265	TRIM
413	Investmark Advisory Group LLC	$1.1M	12,532	+12,532	NEW
414	MUFG SECURITIES AMERICAS INC.	$1.1M	12,426	+274	ADD
415	Brooklyn Investment Group	$1.1M	12,419	+6,810	ADD
416	Empirical Finance, LLC	$1.0M	12,284	+16	ADD
417	SECURIAN ASSET MANAGEMENT, INC	$1.0M	12,165	−100	TRIM
418	Heritage Family Offices, LLP	$1.0M	12,107	−7,158	TRIM
419	Kepler Cheuvreux (Suisse) SA	$1.0M	12,079	+4,376	ADD
420	Squarepoint Ops LLC	$1.0M	11,937	−635,655	TRIM
421	Stablepoint Partners, LLC	$1.0M	11,809	+573	ADD
422	DIVERSIFY WEALTH MANAGEMENT, LLC	$1.0M	10,961	+10,961	NEW
423	World Investment Advisors	$999K	11,763	−18,875	TRIM
424	NOMURA HOLDINGS INC	$997K	11,743	+31	ADD
425	OPPENHEIMER & CO INC	$950K	11,190	−1,325	TRIM
426	PRUDENTIAL PLC	$947K	11,160	0	NO CHANGE
427	Crestmont Private Wealth LLC	$941K	11,089	+716	ADD
428	OneAscent Investment Solutions LLC	$939K	11,067	+3,322	ADD
429	ELEVATION POINT WEALTH PARTNERS, LLC	$939K	11,067	+736	ADD
430	FIDUCIARY TRUST CO	$934K	11,005	+84	ADD
431	EVERGREEN CAPITAL MANAGEMENT LLC	$928K	10,937	+4,481	ADD
432	Private Advisor Group, LLC	$914K	10,772	+490	ADD
433	Callan Family Office, LLC	$911K	10,734	−1,742	TRIM
434	Sivia Capital Partners, LLC	$892K	10,504	+5,888	ADD
435	COLDSTREAM CAPITAL MANAGEMENT INC	$886K	10,439	−887	TRIM
436	Lebenthal Global Advisors, LLC	$884K	10,410	+3,132	ADD
437	First National Advisers, LLC	$879K	10,357	−144	TRIM
438	GUGGENHEIM CAPITAL LLC	$879K	10,351	−585	TRIM
439	Journey Advisory Group, LLC	$875K	10,310	+654	ADD
440	Johnson Financial Group, Inc.	$875K	10,304	+8,218	ADD
441	NAPLES GLOBAL ADVISORS, LLC	$873K	10,288	−246	TRIM
442	Diversified Trust Co	$866K	10,206	+5,568	ADD
443	SIGNATUREFD, LLC	$857K	10,101	+1,439	ADD
444	Dynamic Technology Lab Private Ltd	$856K	10,083	+10,083	NEW
445	Everhart Financial Group, Inc.	$830K	9,781	−4,564	TRIM
446	Coastal Bridge Advisors, LLC	$830K	9,775	+218	ADD
447	Venture Visionary Partners LLC	$803K	9,464	+9,464	NEW
448	AAFMAA Wealth Management & Trust LLC	$800K	9,429	−182	TRIM
449	Pathway Financial Advisers, LLC	$784K	9,241	+9,241	NEW
450	Ashton Thomas Private Wealth, LLC	$758K	8,930	+1,419	ADD
451	Frank, Rimerman Advisors LLC	$752K	8,858	+298	ADD
452	First Pacific Financial	$748K	8,810	+27	ADD
453	Chicago Partners Investment Group LLC	$747K	8,647	+2,616	ADD
454	S-Bank Fund Management Ltd	$745K	8,774	−326	TRIM
455	SEEDS INVESTOR LLC	$742K	8,554	−748	TRIM
456	Indivisible Partners	$737K	8,677	−57,697	TRIM
457	CHOREO, LLC	$736K	8,665	−3,249	TRIM
458	BROWN, LISLE/CUMMINGS, INC.	$735K	8,664	−11	TRIM
459	TritonPoint Partners, LLC	$726K	8,553	−145	TRIM
460	INVICTUS PRIVATE WEALTH, LLC	$726K	8,550	+8,550	NEW
461	Verity & Verity, LLC	$722K	8,510	−1,330	TRIM
462	TWINBEECH CAPITAL LP	$705K	8,307	+8,307	NEW
463	Plato Investment Management Ltd	$705K	8,299	+8,245	ADD
464	SHELTON CAPITAL MANAGEMENT	$699K	8,240	−15,000	TRIM
465	FOURPATH CAPITAL MANAGEMENT, LLC	$690K	8,126	+8,126	NEW
466	Aviance Capital Partners, LLC	$690K	8,125	−40	TRIM
467	INTRUST BANK NA	$689K	8,114	−805	TRIM
468	Smith Salley Wealth Management	$673K	7,930	−520	TRIM
469	Glen Eagle Advisors, LLC	$667K	7,863	+657	ADD
470	CITIZENS FINANCIAL GROUP INC/RI	$664K	7,818	+2,502	ADD
471	Western Wealth Management, LLC	$661K	7,786	+7,786	NEW
472	OAK RIDGE INVESTMENTS LLC	$659K	7,759	+7,759	NEW
473	Aviso Financial Inc.	$651K	7,665	−2,817	TRIM
474	Beverly Hills Private Wealth, LLC	$648K	7,636	−565	TRIM
475	GeoWealth Management, LLC	$646K	7,613	−2,002	TRIM
476	Equitable Holdings, Inc.	$646K	6,705	−480	TRIM
477	KIRTLAND HILLS CAPITAL MANAGEMENT, LLC	$638K	7,393	+817	ADD
478	TEMA ETFS LLC	$630K	7,425	+35	ADD
479	Sone Capital Management, LLC	$630K	7,420	+7,420	NEW
480	Fifth Third Wealth Advisors LLC	$628K	7,402	+220	ADD
481	Verus Financial Partners, Inc.	$625K	7,032	0	NO CHANGE
482	Gladstone Institutional Advisory LLC	$624K	7,344	+729	ADD
483	Checchi Capital Advisers, LLC	$619K	7,292	+898	ADD
484	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$615K	7,227	−371	TRIM
485	Stratos Wealth Advisors, LLC	$608K	7,164	−78	TRIM
486	Quantum Portfolio Management LLC	$606K	7,144	+123	ADD
487	Principle Wealth Partners LLC	$602K	7,091	+7,091	NEW
488	Vise Technologies, Inc.	$601K	6,189	0	NO CHANGE
489	Avidian Wealth Enterprises, LLC	$601K	7,079	+4,366	ADD
490	Kenora Financial, LLC	$592K	6,968	−206	TRIM
491	Sompo Asset Management Co., Ltd.	$587K	6,910	+1,500	ADD
492	Pinnacle Financial Partners, Inc.	$586K	6,900	−200	TRIM
493	BRADLEY FOSTER & SARGENT INC/CT	$584K	6,880	−205	TRIM
494	Modern Wealth Management, LLC	$582K	6,835	+6,835	NEW
495	TEACHER RETIREMENT SYSTEM OF TEXAS	$580K	6,829	−28,710	TRIM
496	Applied Finance Capital Management, LLC	$578K	6,814	+216	ADD
497	PAX Financial Group, LLC	$574K	6,756	−1,598	TRIM
498	Premier Path Wealth Partners, LLC	$571K	6,726	+3,546	ADD
499	KESTRA PRIVATE WEALTH SERVICES, LLC	$562K	6,624	−152	TRIM
500	NorthRock Partners, LLC	$562K	6,616	+542	ADD

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

Congress ↔ notable managers · NDAQ

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

Congress · last 90 days

Buyers: 0 — —
Sellers: 2 Alan Armstrong R–OK, April McClain Delaney D–MD-6 $150K–$350K

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

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $36.3M held
Trimming: 1 Bridgewater Associates $0 held

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

Merged timeline of congressional filings and notable-manager moves on NDAQ
Date	Who	Change	Size
2026-09-09	April McClain Delaney Congress	SELL	$100K–$250K
2026-07-21	Alan Armstrong Congress	SELL	$50K–$100K
2026-05-15	Gotham Asset Management 13F	ADD	+87,865 sh
2026-05-15	Bridgewater Associates 13F	EXIT	−111,620 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

9 members of Congress disclosed NDAQ — 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).