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 ↗

REALTY INCOME CORP · COM · quarter ended 2026-03-31 · 9 members disclosed O ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,129 holders are listed, largest first: 1,129
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $40.0B
holders whose share count rose or who opened the position (new + add), by shares: 628
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 104

Holders — quarter ended 2026-03-31

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

13F holders of O ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$6.6B	107,909,657	+2,130,385	ADD
2	VANGUARD PORTFOLIO MANAGEMENT LLC	$5.0B	81,234,234	—	NO PRIOR
3	STATE STREET CORP	$3.9B	63,763,245	+203,258	ADD
4	VANGUARD CAPITAL MANAGEMENT LLC	$3.7B	60,123,420	—	NO PRIOR
5	GEODE CAPITAL MANAGEMENT, LLC	$1.9B	30,297,093	+1,090,897	ADD
6	BANK OF AMERICA CORP /DE/	$1.1B	17,332,135	−308,647	TRIM
7	MORGAN STANLEY	$933M	15,242,786	−3,048,508	TRIM
8	PARNASSUS INVESTMENTS, LLC	$865M	14,142,311	−963,959	TRIM
9	DIMENSIONAL FUND ADVISORS LP	$796M	13,018,219	+154,581	ADD
10	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$746M	12,188,656	+392,726	ADD
11	RAYMOND JAMES FINANCIAL INC	$740M	12,089,403	+114,832	ADD
12	NORTHERN TRUST CORP	$703M	11,485,224	−34,118	TRIM
13	Legal & General Group Plc	$645M	10,537,731	−161,778	TRIM
14	APG Asset Management US Inc.	$553M	8,937,472	+88,412	ADD
15	FMR LLC	$545M	8,901,717	+178,416	ADD
16	Invesco Ltd.	$501M	8,186,505	+92,021	ADD
17	DEUTSCHE BANK AG\	$422M	6,899,614	+1,900,651	ADD
18	Bank of New York Mellon Corp	$334M	5,451,265	−107,769	TRIM
19	VANGUARD FIDUCIARY TRUST CO	$317M	5,187,776	—	NO PRIOR
20	WELLS FARGO & COMPANY/MN	$313M	5,118,129	−417,296	TRIM
21	Amundi	$256M	4,183,310	+1,514,119	ADD
22	HSBC HOLDINGS PLC	$254M	4,145,348	−3,806,370	TRIM
23	CENTERSQUARE INVESTMENT MANAGEMENT LLC	$242M	3,961,881	−384,870	TRIM
24	UBS Group AG	$242M	3,956,626	−2,017,323	TRIM
25	Nuveen, LLC	$223M	3,644,874	−150,585	TRIM
26	ROYAL BANK OF CANADA	$192M	3,138,201	−1,007,063	TRIM
27	Sumitomo Mitsui Trust Group, Inc.	$182M	2,968,288	−657,018	TRIM
28	Mitsubishi UFJ Asset Management Co., Ltd.	$179M	2,918,579	+188,547	ADD
29	ProShare Advisors LLC	$173M	2,831,029	+5,603	ADD
30	AMERICAN CENTURY COMPANIES INC	$173M	2,821,589	−608,510	TRIM
31	Swiss National Bank	$165M	2,699,694	+194,200	ADD
32	LPL Financial LLC	$150M	2,452,994	−181,534	TRIM
33	NOMURA ASSET MANAGEMENT CO LTD	$147M	2,396,658	+72,738	ADD
34	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$128M	2,094,823	−314,285	TRIM
35	Vanguard Global Advisers, LLC	$123M	2,012,455	—	NO PRIOR
36	ENVESTNET ASSET MANAGEMENT INC	$122M	2,000,103	−152,291	TRIM
37	CITIGROUP INC	$122M	1,989,860	+212,169	ADD
38	Aberdeen Group plc	$119M	1,952,166	−49,264	TRIM
39	BANK OF MONTREAL /CAN/	$119M	1,944,134	+997,324	ADD
40	PRINCIPAL FINANCIAL GROUP INC	$114M	1,859,975	−83,539	TRIM
41	D. E. Shaw & Co., Inc.	$113M	1,850,345	+1,678,865	ADD
42	Daiwa Securities Group Inc.	$109M	1,783,981	−1,126,815	TRIM
43	Asset Management One Co., Ltd.	$108M	1,770,166	−22,130	TRIM
44	National Pension Service	$99.0M	1,617,860	+1,617,860	NEW
45	VANGUARD ASSET MANAGEMENT, Ltd	$98.2M	1,605,555	—	NO PRIOR
46	ALLIANCEBERNSTEIN L.P.	$88.0M	1,561,374	−117,867	TRIM
47	FEDERATED HERMES, INC.	$87.2M	1,424,959	−1,147,987	TRIM
48	AMERIPRISE FINANCIAL INC	$86.6M	1,438,701	+224,829	ADD
49	SEI INVESTMENTS CO	$84.2M	1,376,636	−329,782	TRIM
50	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	$82.8M	1,352,780	+897,371	ADD
51	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$81.8M	1,337,540	−213,567	TRIM
52	TRUIST FINANCIAL CORP	$80.0M	1,306,840	−12,715	TRIM
53	SCHRODER INVESTMENT MANAGEMENT GROUP	$78.8M	1,293,709	−158,950	TRIM
54	Cetera Investment Advisers	$78.1M	1,276,937	−2,996	TRIM
55	STIFEL FINANCIAL CORP	$76.8M	1,255,063	−62,035	TRIM
56	Adelante Capital Management LLC	$73.0M	1,193,546	−16,540	TRIM
57	HEITMAN REAL ESTATE SECURITIES LLC	$72.9M	1,191,070	+449,621	ADD
58	BAHL & GAYNOR INC	$70.0M	1,143,670	−8,122	TRIM
59	PRUDENTIAL FINANCIAL INC	$69.9M	1,142,112	−317,379	TRIM
60	BNP Paribas Asset Management Holding S.A.	$69.6M	1,137,821	+112,957	ADD
61	Zurcher Kantonalbank (Zurich Cantonalbank)	$69.5M	1,135,942	+1,135,942	NEW
62	J. Safra Sarasin Holding AG	$65.8M	1,074,854	+60,389	ADD
63	Vanguard Investments Australia, Ltd.	$65.3M	1,067,542	—	NO PRIOR
64	ABN AMRO INVESTMENT SOLUTIONS	$62.5M	1,021,228	−72,435	TRIM
65	AEW CAPITAL MANAGEMENT L P	$62.4M	1,020,314	−849,319	TRIM
66	CANADA PENSION PLAN INVESTMENT BOARD	$62.3M	1,018,088	−88,318	TRIM
67	Rockefeller Capital Management L.P.	$60.3M	985,995	+40,724	ADD
68	Allianz Asset Management GmbH	$57.8M	945,037	+38,930	ADD
69	STOREBRAND ASSET MANAGEMENT AS	$56.7M	927,509	—	NO PRIOR
70	FIRST TRUST ADVISORS LP	$53.2M	869,560	−24,149	TRIM
71	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$51.7M	845,743	+597,143	ADD
72	Susquehanna Portfolio Strategies, LLC	$51.7M	844,728	+125,906	ADD
73	MACQUARIE GROUP LTD	$51.6M	842,992	−44,934	TRIM
74	Vest Financial, LLC	$51.3M	838,067	+19,625	ADD
75	CAPITAL ADVISORS INC/OK	$51.1M	835,047	+154,204	ADD
76	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$47.9M	782,824	0	NO CHANGE
77	AVIVA PLC	$45.5M	743,223	+22,881	ADD
78	Universal- Beteiligungs- und Servicegesellschaft mbH	$44.0M	719,443	−4,141	TRIM
79	Retirement Systems of Alabama	$43.3M	708,357	−1,425	TRIM
80	Epoch Investment Partners, Inc.	$42.6M	696,020	−144,911	TRIM
81	NATIONAL BANK OF CANADA /FI/	$40.8M	666,195	+352,770	ADD
82	FRANKLIN RESOURCES INC	$40.1M	655,402	+122,259	ADD
83	Resona Asset Management Co.,Ltd.	$39.0M	637,435	+51,224	ADD
84	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$38.6M	630,652	+117,189	ADD
85	DANSKE BANK A/S	$36.1M	589,712	+23,701	ADD
86	Callodine Capital Management, LP	$34.0M	554,923	−5,160	TRIM
87	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$33.7M	550,443	−7,472	TRIM
88	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$32.4M	529,196	+529,196	NEW
89	AQR CAPITAL MANAGEMENT LLC	$32.2M	528,746	+135,415	ADD
90	Creative Planning	$31.9M	520,801	+132,654	ADD
91	STATE OF WISCONSIN INVESTMENT BOARD	$31.5M	515,138	+18,010	ADD
92	Apollo Management Holdings, L.P.	$31.1M	508,760	0	NO CHANGE
93	WORLDQUANT MILLENNIUM ADVISORS LLC	$29.8M	487,574	−44,580	TRIM
94	NEW YORK STATE COMMON RETIREMENT FUND	$29.5M	482,203	+4,200	ADD
95	CIBC Asset Management Inc	$29.3M	479,324	−9,831	TRIM
96	TD ASSET MANAGEMENT INC	$29.0M	474,000	+20,234	ADD
97	OSAIC HOLDINGS, INC.	$28.8M	469,767	−51,815	TRIM
98	Mitsubishi UFJ Trust & Banking Corp	$28.5M	465,536	+4,709	ADD
99	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$28.4M	460,409	−289,240	TRIM
100	Chevy Chase Trust Holdings, LLC	$27.8M	453,625	−13,084	TRIM
101	Pictet Asset Management Holding SA	$26.7M	435,907	+23,297	ADD
102	COMMONWEALTH EQUITY SERVICES, LLC	$26.0M	424,305	−155,801	TRIM
103	HighTower Advisors, LLC	$25.9M	423,892	+20,248	ADD
104	WATERS PARKERSON & CO., LLC	$25.8M	421,610	−1,262	TRIM
105	CIBC Bancorp USA Inc.	$24.7M	404,167	—	NO PRIOR
106	ROYAL LONDON ASSET MANAGEMENT LTD	$24.7M	403,751	+13,189	ADD
107	TORONTO DOMINION BANK	$24.6M	401,311	−135,761	TRIM
108	VICTORY CAPITAL MANAGEMENT INC	$24.0M	392,779	−36,189	TRIM
109	PRIVATE MANAGEMENT GROUP INC	$23.5M	384,619	−76,576	TRIM
110	WELLINGTON MANAGEMENT GROUP LLP	$23.2M	378,969	+112,751	ADD
111	Mirae Asset Global Investments Co., Ltd.	$22.9M	373,594	+4,981	ADD
112	NISA INVESTMENT ADVISORS, LLC	$22.6M	368,932	+146,861	ADD
113	Sumitomo Mitsui DS Asset Management Company, Ltd	$21.6M	352,522	+6,564	ADD
114	Lansforsakringar Fondforvaltning AB (publ)	$21.3M	348,858	+57,263	ADD
115	FIL Ltd	$21.3M	347,944	+11,678	ADD
116	KLP KAPITALFORVALTNING AS	$21.1M	343,308	0	NO CHANGE
117	Uniplan Investment Counsel, Inc.	$20.6M	337,052	+119,912	ADD
118	DnB Asset Management AS	$20.4M	334,258	+10,808	ADD
119	Squarepoint Ops LLC	$20.4M	334,061	+187,706	ADD
120	Swedbank AB	$20.2M	329,591	+144,648	ADD
121	IFM Investors Pty Ltd	$20.1M	328,956	+8,373	ADD
122	CITADEL ADVISORS LLC	$20.0M	327,262	−207,571	TRIM
123	Gotham Asset Management, LLC	$19.9M	326,015	+106,055	ADD
124	Quantinno Capital Management LP	$19.3M	316,048	+67,954	ADD
125	Focus Partners Wealth	$18.6M	304,230	+118,366	ADD
126	Wealthfront Advisers LLC	$18.5M	302,432	+20,955	ADD
127	BRADLEY FOSTER & SARGENT INC/CT	$18.5M	302,145	+12,463	ADD
128	NEOS Investment Management LLC	$18.3M	298,769	+77,427	ADD
129	MAI Capital Management	$18.2M	296,974	+12,883	ADD
130	Mariner, LLC	$17.9M	292,912	+163,884	ADD
131	State of New Jersey Common Pension Fund D	$17.8M	291,585	0	NO CHANGE
132	Allworth Financial LP	$17.5M	286,352	−8,656	TRIM
133	Meiji Yasuda Asset Management Co Ltd.	$17.1M	279,590	−13,963	TRIM
134	D.A. DAVIDSON & CO.	$17.0M	277,210	+7,181	ADD
135	Calamos Advisors LLC	$16.9M	276,875	0	NO CHANGE
136	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$16.9M	276,353	+99,300	ADD
137	FIRST FINANCIAL BANKSHARES INC	$16.6M	272,094	+70,153	ADD
138	UniSuper Management Pty Ltd	$16.6M	271,164	−702	TRIM
139	Metis Global Partners, LLC	$16.4M	267,263	+20,437	ADD
140	NISSAY ASSET MANAGEMENT CORP /JAPAN	$16.3M	266,120	+7,677	ADD
141	PUBLIC SECTOR PENSION INVESTMENT BOARD	$16.0M	261,771	+27,470	ADD
142	Tredje AP-fonden	$15.9M	259,926	+211,869	ADD
143	STATE OF MICHIGAN RETIREMENT SYSTEM	$15.8M	258,248	−500	TRIM
144	CREDIT AGRICOLE S A	$15.7M	256,685	+201,037	ADD
145	Korea Investment CORP	$15.5M	252,926	−329,500	TRIM
146	Arizona State Retirement System	$15.4M	252,075	−6,107	TRIM
147	Czech National Bank	$15.3M	250,532	+7,967	ADD
148	Steward Partners Investment Advisory, LLC	$14.6M	239,109	+20,708	ADD
149	Sanctuary Advisors, LLC	$14.4M	235,413	+3,714	ADD
150	Qube Research & Technologies Ltd	$14.2M	232,563	+232,563	NEW
151	BENJAMIN EDWARDS INC	$13.8M	226,266	+529	ADD
152	World Investment Advisors	$13.4M	219,045	−1,791	TRIM
153	Kestra Advisory Services, LLC	$13.2M	214,204	+17,915	ADD
154	ANCHOR CAPITAL ADVISORS LLC	$13.1M	213,771	+2,931	ADD
155	Capital Investment Advisors, LLC	$13.0M	213,104	+10,151	ADD
156	MACKENZIE FINANCIAL CORP	$13.0M	212,742	+47,750	ADD
157	Edgemoor Investment Advisors, Inc.	$12.9M	211,044	+5,652	ADD
158	OMERS ADMINISTRATION Corp	$12.9M	210,569	0	NO CHANGE
159	TECTONIC ADVISORS LLC	$12.7M	207,171	+11,250	ADD
160	LGT Group Foundation	$12.5M	203,549	+3,146	ADD
161	Brookstone Capital Management	$12.4M	202,887	−12,641	TRIM
162	Ensign Peak Advisors, Inc	$12.0M	195,920	+60,127	ADD
163	Gilman Hill Asset Management, LLC	$11.7M	191,179	+64	ADD
164	USS Investment Management Ltd	$11.5M	187,856	+10,126	ADD
165	KCM INVESTMENT ADVISORS LLC	$11.4M	187,006	−5,952	TRIM
166	SEB Asset Management AB	$11.4M	186,359	—	NO PRIOR
167	VOYA INVESTMENT MANAGEMENT LLC	$11.1M	181,255	−533	TRIM
168	BANK OF NOVA SCOTIA	$11.1M	181,217	−6,405	TRIM
169	Woodline Partners LP	$11.0M	180,180	+23,331	ADD
170	Illinois Municipal Retirement Fund	$11.0M	180,166	−58,496	TRIM
171	Soltis Investment Advisors LLC	$10.9M	177,498	+11,535	ADD
172	MANNING & NAPIER ADVISORS LLC	$10.5M	171,540	−10,000	TRIM
173	XPONANCE LLC	$10.4M	170,622	+21,593	ADD
174	BLB&B Advisors, LLC	$10.3M	167,803	+2,054	ADD
175	EVERGREEN CAPITAL MANAGEMENT LLC	$10.1M	165,075	−1,578	TRIM
176	NewEdge Advisors, LLC	$10.0M	163,821	+163,821	NEW
177	TEACHER RETIREMENT SYSTEM OF TEXAS	$10.0M	163,804	−678	TRIM
178	MGO ONE SEVEN LLC	$10.0M	162,766	+616	ADD
179	CIBC WORLD MARKET INC.	$9.9M	161,793	−327,147	TRIM
180	GUGGENHEIM CAPITAL LLC	$9.6M	157,335	+18,249	ADD
181	NOVARE CAPITAL MANAGEMENT LLC	$9.6M	157,026	+1,189	ADD
182	Sienna Gestion	$9.6M	155,854	+155,854	NEW
183	KESTRA PRIVATE WEALTH SERVICES, LLC	$9.5M	154,470	+16,277	ADD
184	Federation des caisses Desjardins du Quebec	$9.4M	153,869	+22,187	ADD
185	Geneos Wealth Management Inc.	$9.3M	152,600	+4,909	ADD
186	Foster Victor Wealth Advisors, LLC	$9.2M	143,819	+9,937	ADD
187	BECKER CAPITAL MANAGEMENT INC	$9.2M	149,551	−21,952	TRIM
188	Utah Retirement Systems	$9.1M	148,815	−1,210	TRIM
189	Cyndeo Wealth Partners, LLC	$9.1M	148,073	+141,181	ADD
190	Edgestream Partners, L.P.	$9.0M	147,569	+90,916	ADD
191	&PARTNERS	$9.0M	154,513	−1,612	TRIM
192	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$8.9M	145,998	+40,062	ADD
193	MERCER GLOBAL ADVISORS INC /ADV	$8.9M	144,870	+10,410	ADD
194	United Asset Strategies, Inc.	$8.7M	142,997	+5,993	ADD
195	Candriam S.C.A.	$8.7M	142,512	+74,253	ADD
196	MILLENNIUM MANAGEMENT LLC	$8.5M	139,599	−110,629	TRIM
197	Community Bank of Raymore	$8.5M	139,452	−1,377	TRIM
198	Cerity Partners LLC	$8.5M	139,372	+31,267	ADD
199	LGT Fund Management Co Ltd.	$8.5M	139,071	+135,129	ADD
200	New Age Alpha Advisors, LLC	$8.5M	138,649	−40,724	TRIM
201	Rakuten Investment Management, Inc.	$8.3M	136,524	+15,748	ADD
202	OLD NATIONAL BANCORP /IN/	$8.3M	135,630	+14,557	ADD
203	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$8.3M	134,935	+15,775	ADD
204	CWM, LLC	$8.1M	132,521	−5,945	TRIM
205	Sterling Capital Management LLC	$8.1M	132,350	−14,745	TRIM
206	Vanguard Personalized Indexing Management, LLC	$8.1M	131,886	+11,326	ADD
207	M&T BANK CORP	$8.0M	131,127	+209	ADD
208	CI INVESTMENTS INC.	$8.0M	131,109	−4,819	TRIM
209	Windle Wealth, LLC	$8.0M	130,917	+2,645	ADD
210	Tidal Investments LLC	$7.9M	129,447	+17,445	ADD
211	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$7.8M	127,752	+1,654	ADD
212	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$7.8M	126,783	−35,141	TRIM
213	Canal Capital Management, LLC	$7.7M	125,144	+2,733	ADD
214	Lido Advisors, LLC	$7.6M	124,300	+67,557	ADD
215	US BANCORP \DE\	$7.6M	124,181	+7,049	ADD
216	Swiss Life Asset Management Ltd	$7.6M	123,848	+37,932	ADD
217	U.S. Capital Wealth Advisors, LLC	$7.3M	119,662	+4,298	ADD
218	HUDSON EDGE INVESTMENT PARTNERS INC.	$7.3M	119,043	+21,919	ADD
219	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$7.2M	118,098	−117,791	TRIM
220	Cresset Asset Management, LLC	$7.2M	117,519	+29,649	ADD
221	Corient Private Wealth LLC	$7.2M	130,383	−216,057	TRIM
222	Eurizon Capital SGR S.p.A.	$7.2M	117,357	−26,631	TRIM
223	OPPENHEIMER & CO INC	$7.2M	117,118	−1,354	TRIM
224	Prairiewood Capital, LLC	$7.0M	115,161	+5,102	ADD
225	Wealth Analytics Partners, LLC	$7.0M	113,687	+1,294	ADD
226	FARMERS & MERCHANTS INVESTMENTS INC	$6.9M	113,121	+5,663	ADD
227	MARATHON CAPITAL MANAGEMENT	$6.9M	112,349	−859	TRIM
228	DAVENPORT & Co LLC	$6.9M	112,081	−22,077	TRIM
229	TCV Trust & Wealth Management, Inc.	$6.8M	110,366	+8,126	ADD
230	Ethic Inc.	$6.7M	110,148	+10,632	ADD
231	PARK NATIONAL CORP /OH/	$6.6M	108,304	+2,011	ADD
232	Janus Henderson Group Ltd.	$6.6M	108,173	+7,240	ADD
233	SKBA CAPITAL MANAGEMENT LLC	$6.5M	106,883	−6,006	TRIM
234	NATIXIS	$6.5M	106,037	+106,037	NEW
235	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$6.4M	105,250	0	NO CHANGE
236	MML INVESTORS SERVICES, LLC	$6.4M	105,224	−46,810	TRIM
237	Carnegie Investment Counsel	$6.4M	104,488	+5,588	ADD
238	Telos Capital Management, Inc.	$6.3M	103,491	−217	TRIM
239	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$6.3M	102,654	−359,687	TRIM
240	Pathway Financial Advisers, LLC	$6.2M	101,580	+101,580	NEW
241	Fideuram Asset Management (Ireland) dac	$6.1M	96,015	+86,437	ADD
242	Stratos Wealth Partners, LTD.	$6.1M	100,149	−11,234	TRIM
243	Kingsview Wealth Management, LLC	$6.0M	98,316	−8,254	TRIM
244	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$6.0M	97,841	−931	TRIM
245	NORDEA INVESTMENT MANAGEMENT AB	$5.9M	96,774	+5,013	ADD
246	Norinchukin Bank, The	$5.9M	95,934	−1,012	TRIM
247	Pathstone Holdings, LLC	$5.7M	93,497	+4,337	ADD
248	MATTERN CAPITAL MANAGEMENT, LLC	$5.6M	91,836	−47,542	TRIM
249	OP Asset Management Ltd	$5.6M	91,443	—	NO PRIOR
250	GSI Capital Advisors LLC	$5.6M	91,148	−340	TRIM
251	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	$5.6M	91,013	+21,811	ADD
252	OneDigital Investment Advisors LLC	$5.6M	90,852	+2,184	ADD
253	EXCHANGE TRADED CONCEPTS, LLC	$5.5M	90,311	+28,808	ADD
254	Alpha Omega Wealth Management LLC	$5.4M	88,207	+305	ADD
255	LEVEL FOUR ADVISORY SERVICES, LLC	$5.4M	88,089	+3,973	ADD
256	Dupree Financial Group, LLC	$5.3M	85,945	−39,318	TRIM
257	Y-Intercept (Hong Kong) Ltd	$5.3M	85,841	+85,841	NEW
258	Loudon Investment Management, LLC	$5.1M	83,850	+800	ADD
259	XTX Topco Ltd	$5.1M	83,742	−95,890	TRIM
260	DIVERSIFY WEALTH MANAGEMENT, LLC	$5.1M	80,406	+28,085	ADD
261	Mutual Advisors, LLC	$5.1M	82,751	−14,488	TRIM
262	INTECH INVESTMENT MANAGEMENT LLC	$5.0M	81,344	+35,047	ADD
263	Signature Wealth Management Group	$4.9M	80,328	+411	ADD
264	LMG Wealth Partners, LLC	$4.9M	79,759	+3,449	ADD
265	Rafferty Asset Management, LLC	$4.9M	79,457	−30,508	TRIM
266	DEARBORN PARTNERS LLC	$4.6M	75,806	−3,503	TRIM
267	TWO SIGMA INVESTMENTS, LP	$4.6M	75,454	+27,202	ADD
268	QRG CAPITAL MANAGEMENT, INC.	$4.6M	74,782	+2,869	ADD
269	NEW ENGLAND ASSET MANAGEMENT INC	$4.5M	73,860	0	NO CHANGE
270	Investment Management Corp of Ontario	$4.5M	73,501	+11,626	ADD
271	Kinloch Capital, LLC	$4.5M	73,025	+12,310	ADD
272	Core Alternative Capital	$4.5M	72,824	+354	ADD
273	ASSETMARK, INC	$4.4M	71,233	−13,821	TRIM
274	BLAIR WILLIAM & CO/IL	$4.4M	71,159	+7,787	ADD
275	HARRELL INVESTMENT PARTNERS, LLC	$4.3M	71,063	−5,070	TRIM
276	Morningstar Investment Management LLC	$4.3M	70,777	+4,717	ADD
277	Baugh & Associates, LLC	$4.3M	69,931	−480	TRIM
278	Baird Financial Group, Inc.	$4.3M	69,571	+69,571	NEW
279	L & S Advisors Inc	$4.2M	68,776	+68,776	NEW
280	COLDSTREAM CAPITAL MANAGEMENT INC	$4.2M	68,354	−19,861	TRIM
281	Private Advisor Group, LLC	$4.1M	67,156	−5,978	TRIM
282	Jain Global LLC	$4.0M	65,767	−56,260	TRIM
283	Quantbot Technologies LP	$4.0M	64,613	−81,537	TRIM
284	Naviter Wealth, LLC	$3.9M	63,583	+6,687	ADD
285	PRUDENTIAL PLC	$3.8M	62,657	+29,288	ADD
286	Clear Trail Advisors, LLC	$3.8M	62,644	+253	ADD
287	Dakota Wealth Management	$3.8M	61,654	−2,863	TRIM
288	Azimuth Capital Investment Management LLC	$3.8M	61,563	+3,700	ADD
289	WealthPlan Investment Management, LLC	$3.7M	60,936	−32,111	TRIM
290	Beacon Pointe Advisors, LLC	$3.7M	60,676	+14,405	ADD
291	LMR Partners LLP	$3.7M	60,553	+52,491	ADD
292	Sigma Planning Corp	$3.7M	60,457	−3,585	TRIM
293	Truvestments Capital LLC	$3.7M	59,993	−1,426	TRIM
294	MARCO INVESTMENT MANAGEMENT LLC	$3.7M	59,883	−1,570	TRIM
295	MSH Capital Advisors LLC	$3.6M	59,183	+1,114	ADD
296	Ashton Thomas Private Wealth, LLC	$3.5M	57,992	+57,992	NEW
297	Slagle Financial, LLC	$3.5M	57,983	+2,345	ADD
298	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$3.5M	57,778	+21,413	ADD
299	Presima Securities ULC	$3.5M	57,161	0	NO CHANGE
300	Linscomb Wealth, Inc.	$3.5M	57,113	−7,649	TRIM
301	DMKC Advisory Services, LLC	$3.5M	56,741	+3,547	ADD
302	Gold Investment Management Ltd.	$3.4M	56,215	+943	ADD
303	VIRGINIA WEALTH MANAGEMENT GROUP, INC.	$3.4M	55,996	+1,264	ADD
304	Equitable Holdings, Inc.	$3.4M	59,407	+15,646	ADD
305	INDEPENDENT FINANCIAL GROUP, LLC	$3.4M	55,721	—	NO PRIOR
306	MIZUHO SECURITIES USA LLC	$3.4M	55,612	−11,370	TRIM
307	BFSG, LLC	$3.4M	54,967	−3,855	TRIM
308	RFG Advisory, LLC	$3.3M	54,675	−598	TRIM
309	Cohen Investment Advisors LLC	$3.3M	54,427	+611	ADD
310	INTACT INVESTMENT MANAGEMENT INC.	$3.3M	54,300	0	NO CHANGE
311	1834 INVESTMENT ADVISORS CO	$3.3M	54,008	+14,274	ADD
312	Pasadena Private Wealth, LLC	$3.3M	53,858	+4,973	ADD
313	Stonebridge Financial Group, LLC	$3.3M	53,407	+2,203	ADD
314	HUTNER CAPITAL MANAGEMENT INC	$3.2M	52,954	+1,413	ADD
315	CAXTON ASSOCIATES LLP	$3.2M	52,930	0	NO CHANGE
316	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	$3.2M	52,886	−55,250	TRIM
317	Silver Lake Advisory, LLC	$3.2M	52,879	−1,167	TRIM
318	EP Wealth Advisors, LLC	$3.2M	52,729	+1,213	ADD
319	HIGHLAND CAPITAL MANAGEMENT, LLC	$3.2M	52,382	−80	TRIM
320	Clearstead Trust, LLC	$3.2M	52,262	−520	TRIM
321	Intrua Financial, LLC	$3.2M	51,592	−955	TRIM
322	SHUFRO ROSE & CO LLC	$3.2M	51,550	+50	ADD
323	RENAISSANCE TECHNOLOGIES LLC	$3.1M	51,444	+51,444	NEW
324	Savant Capital, LLC	$3.1M	51,382	−27,657	TRIM
325	Southland Equity Partners LLC	$3.1M	51,095	−293	TRIM
326	DRW Securities, LLC	$3.1M	50,123	+50,123	NEW
327	Perpetual Ltd	$3.0M	49,822	−595	TRIM
328	ONTARIO TEACHERS PENSION PLAN BOARD	$3.0M	49,603	+13,227	ADD
329	Crossmark Global Holdings, Inc.	$3.0M	49,601	—	NO PRIOR
330	Ameritas Investment Partners, Inc.	$3.0M	48,856	−678	TRIM
331	Allspring Global Investments Holdings, LLC	$3.0M	47,946	+4,175	ADD
332	FIFTH THIRD BANCORP	$3.0M	48,459	+1,477	ADD
333	Symphony Financial, Ltd. Co.	$2.9M	47,956	+5,944	ADD
334	Frank, Rimerman Advisors LLC	$2.9M	47,205	+4,633	ADD
335	DoubleLine ETF Adviser LP	$2.9M	46,991	−12,010	TRIM
336	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$2.9M	46,745	+36,961	ADD
337	Maryland State Retirement & Pension System	$2.9M	46,745	+1,652	ADD
338	Capital Investment Advisory Services, LLC	$2.8M	46,193	−4,764	TRIM
339	Waverly Advisors, LLC	$2.8M	45,114	+4,133	ADD
340	Atria Investments, Inc	$2.7M	44,700	−7,799	TRIM
341	HBW ADVISORY SERVICES LLC	$2.7M	44,645	−1,633	TRIM
342	Sowell Financial Services LLC	$2.7M	44,563	+1,055	ADD
343	FIRST FOUNDATION ADVISORS	$2.7M	44,222	−707	TRIM
344	Machina Capital S.A.S.	$2.7M	43,427	+26,991	ADD
345	Sequoia Financial Advisors, LLC	$2.6M	43,224	−5,034	TRIM
346	M3 Wealth Management, LLC	$2.6M	42,744	+42,744	NEW
347	EDMP, INC.	$2.6M	42,522	−1,864	TRIM
348	KEYBANK NATIONAL ASSOCIATION/OH	$2.6M	42,465	+1,665	ADD
349	Wealthcare Advisory Partners LLC	$2.6M	42,393	+10,115	ADD
350	Gerald Baker Financial Group LLC	$2.6M	42,216	—	NO PRIOR
351	Rodgers Brothers Inc.	$2.6M	42,200	−800	TRIM
352	SAGESPRING WEALTH PARTNERS, LLC	$2.6M	41,871	+3,004	ADD
353	OMC Financial Services LTD	$2.6M	41,732	−300	TRIM
354	NOMURA HOLDINGS INC	$2.5M	41,415	+1,642	ADD
355	Leslie Global Wealth, LLC	$2.5M	41,017	−2,893	TRIM
356	Brown Miller Wealth Management, LLC	$2.5M	40,924	+1,123	ADD
357	Merit Financial Group, LLC	$2.5M	40,635	+1,575	ADD
358	Kovack Advisors, Inc.	$2.5M	40,521	−380	TRIM
359	WealthPLAN Partners, LLC	$2.4M	39,897	−14,574	TRIM
360	Graham Capital Management, L.P.	$2.4M	39,517	+39,517	NEW
361	Measured Risk Portfolios, Inc.	$2.4M	38,768	−1,057	TRIM
362	Ignite Planners, LLC	$2.3M	38,040	+747	ADD
363	SIMPLEX TRADING, LLC	$2.3M	37,812	+37,812	NEW
364	MUFG Securities EMEA plc	$2.3M	37,712	0	NO CHANGE
365	Goepper Burkhardt LLC	$2.3M	37,667	+911	ADD
366	Tower Research Capital LLC (TRC)	$2.3M	37,411	+19,456	ADD
367	PFG Investments, LLC	$2.3M	36,793	+1,781	ADD
368	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	$2.2M	36,423	+7,585	ADD
369	ICW Investment Advisors LLC	$2.2M	36,326	+339	ADD
370	Gladstone Institutional Advisory LLC	$2.2M	36,031	+5,563	ADD
371	Element Squared LLC	$2.2M	35,763	+35,763	NEW
372	Mystic Asset Management, Inc.	$2.2M	35,426	+687	ADD
373	Summit Financial, LLC	$2.2M	35,155	+3,249	ADD
374	FOUNDATIONS INVESTMENT ADVISORS, LLC	$2.1M	34,737	+3,128	ADD
375	New Insight Wealth Advisors	$2.1M	34,556	+2,849	ADD
376	Orion Porfolio Solutions, LLC	$2.1M	34,453	−8,343	TRIM
377	ZWJ INVESTMENT COUNSEL INC	$2.1M	34,128	+1,220	ADD
378	GATEWAY INVESTMENT ADVISERS LLC	$2.1M	33,978	+6,300	ADD
379	Saudi Central Bank	$2.1M	33,955	+33,955	NEW
380	Dickmeyer Boyce Financial Management, Inc.	$2.1M	33,893	—	NO PRIOR
381	GeoWealth Management, LLC	$2.0M	33,416	+311	ADD
382	JANE STREET GROUP, LLC	$2.0M	33,182	+27,488	ADD
383	Concurrent Investment Advisors, LLC	$2.0M	32,923	+2,656	ADD
384	Essex Financial Services, Inc.	$2.0M	32,919	+1,683	ADD
385	JBR Co Financial Management Inc	$2.0M	35,413	0	NO CHANGE
386	WealthShield Partners, LLC	$2.0M	32,318	+5,194	ADD
387	Abel Hall, LLC	$2.0M	32,307	+2,993	ADD
388	GREAT VALLEY ADVISOR GROUP, INC.	$2.0M	31,983	+1,353	ADD
389	Redmond Asset Management, LLC	$1.9M	31,789	+31,789	NEW
390	Verdence Capital Advisors LLC	$1.9M	31,778	−9,134	TRIM
391	Altman Advisors, Inc.	$1.9M	31,548	−90	TRIM
392	SIGNATUREFD, LLC	$1.9M	31,429	+416	ADD
393	E. Ohman J:or Asset Management AB	$1.9M	31,331	0	NO CHANGE
394	Nicholson Wealth Management Group, LLC	$1.9M	31,217	+440	ADD
395	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.9M	31,193	+31,193	NEW
396	Kesler, Norman & Wride, LLC	$1.9M	31,118	+310	ADD
397	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$1.9M	30,962	+495	ADD
398	Empowered Funds, LLC	$1.9M	30,601	+30,601	NEW
399	Blackhawk Capital Partners, LLC	$1.9M	30,576	−940	TRIM
400	Black Swift Group, LLC	$1.9M	30,320	+230	ADD
401	Vident Advisory, LLC	$1.8M	30,172	+7,969	ADD
402	Venture Visionary Partners LLC	$1.8M	29,989	−103,869	TRIM
403	Brevan Howard Capital Management LP	$1.8M	29,934	+25,558	ADD
404	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.8M	29,924	−1	TRIM
405	QUADRANT CAPITAL GROUP LLC	$1.8M	29,693	−1,936	TRIM
406	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.8M	29,435	+42	ADD
407	LDR Capital Management LLC	$1.8M	29,285	0	NO CHANGE
408	TMB Capital Partners, LLC	$1.8M	29,252	+563	ADD
409	OpenArc Corporate Advisory, LLC	$1.8M	29,216	−238	TRIM
410	Castle Rock Wealth Management, LLC	$1.8M	28,432	+595	ADD
411	ELEVATION POINT WEALTH PARTNERS, LLC	$1.7M	28,370	+16,687	ADD
412	Prosperity Consulting Group, LLC	$1.7M	28,404	−2,400	TRIM
413	HAMEL ASSOCIATES, INC.	$1.7M	28,401	+4,610	ADD
414	Summit Trail Advisors, LLC	$1.7M	28,376	+419	ADD
415	CHOREO, LLC	$1.7M	28,036	+1,338	ADD
416	GLENMEDE TRUST CO NA	$1.7M	28,027	+3,423	ADD
417	Texas Yale Capital Corp.	$1.7M	28,004	0	NO CHANGE
418	Maven Securities LTD	$1.7M	27,902	+27,902	NEW
419	SHRIER WEALTH MANAGEMENT, LLC	$1.7M	27,838	+2,594	ADD
420	HB Wealth Management, LLC	$1.7M	27,413	+2,638	ADD
421	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$1.7M	27,327	−1,260	TRIM
422	BOCHK Asset Management Ltd	$1.7M	27,000	+27,000	NEW
423	Ausdal Financial Partners, Inc.	$1.6M	26,794	+1,094	ADD
424	North Dakota State Investment Board	$1.6M	26,525	−4,483	TRIM
425	Weaver C. Barksdale & Associates, Inc.	$1.6M	26,471	+1,525	ADD
426	Point Windward Advisors Inc.	$1.6M	25,810	+1,980	ADD
427	Linden Thomas Advisory Services, LLC	$1.6M	25,653	+1,032	ADD
428	MUFG SECURITIES AMERICAS INC.	$1.6M	25,454	+671	ADD
429	Applied Capital LLC/FL	$1.5M	25,006	−411	TRIM
430	SECURIAN ASSET MANAGEMENT, INC	$1.5M	24,914	−100	TRIM
431	Vise Technologies, Inc.	$1.5M	26,456	0	NO CHANGE
432	Prosperity Planning, Inc.	$1.5M	24,266	0	NO CHANGE
433	Callan Family Office, LLC	$1.5M	24,219	−1,650	TRIM
434	UMB Bank, n.a.	$1.5M	23,972	−8,086	TRIM
435	Moors & Cabot, Inc.	$1.5M	23,832	−1,811	TRIM
436	N.E.W. Advisory Services LLC	$1.5M	23,832	+3,854	ADD
437	KEYNOTE FINANCIAL SERVICES LLC	$1.5M	23,816	+50	ADD
438	IHT Wealth Management, LLC	$1.5M	23,754	−233	TRIM
439	Meiji Yasuda Life Insurance Co	$1.4M	23,430	+6,670	ADD
440	Bleakley Financial Group, LLC	$1.4M	23,276	−3,662	TRIM
441	FULTON BANK, N.A.	$1.4M	23,136	−10,855	TRIM
442	Investment Advisory Group, LLC	$1.4M	23,011	−984	TRIM
443	Vestmark Advisory Solutions, Inc.	$1.4M	22,910	+11,260	ADD
444	Abundance Wealth Counselors	$1.4M	22,560	−696	TRIM
445	Wealthspire Advisors, LLC	$1.4M	22,541	−64	TRIM
446	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	$1.4M	22,357	−323	TRIM
447	Csenge Advisory Group	$1.4M	22,256	+4,224	ADD
448	Ascentis Independent Advisors	$1.4M	22,162	+5,566	ADD
449	Banque Cantonale Vaudoise	$1.3M	22,017	+22,017	NEW
450	Snowden Capital Advisors LLC	$1.3M	21,568	−910	TRIM
451	Inspire Advisors, LLC	$1.3M	21,358	+3,565	ADD
452	MONEY CONCEPTS CAPITAL CORP	$1.3M	21,109	−770	TRIM
453	Dynamic Advisor Solutions LLC	$1.3M	20,978	+3,225	ADD
454	Convergence Financial, LLC	$1.3M	20,689	−169	TRIM
455	Belpointe Asset Management LLC	$1.3M	20,587	−5,007	TRIM
456	NAPLES GLOBAL ADVISORS, LLC	$1.3M	20,519	+187	ADD
457	Trust Investment Advisors	$1.3M	20,472	−2,794	TRIM
458	Perigon Wealth Management, LLC	$1.2M	20,309	+638	ADD
459	Investors Research Corp	$1.2M	20,130	−200	TRIM
460	HUB Investment Partners, LLC	$1.2M	19,965	+4,838	ADD
461	CenterBook Partners LP	$1.2M	19,955	+19,955	NEW
462	FOUNDERS FINANCIAL SECURITIES LLC	$1.2M	19,280	−293	TRIM
463	Vanderbilt University	$1.2M	19,855	−11,605	TRIM
464	Apollon Wealth Management, LLC	$1.2M	19,797	−7,136	TRIM
465	Van Hulzen Asset Management, LLC	$1.2M	19,715	+875	ADD
466	Envestnet Portfolio Solutions, Inc.	$1.2M	19,658	−37,196	TRIM
467	Ballentine Partners, LLC	$1.2M	19,630	+758	ADD
468	Town & Country Bank & Trust CO dba First Bankers Trust CO	$1.2M	19,355	−1,055	TRIM
469	INCEPTIONR LLC	$1.2M	19,194	−1,358	TRIM
470	AE Wealth Management LLC	$1.2M	18,838	−2,670	TRIM
471	Avidian Wealth Enterprises, LLC	$1.1M	18,633	+18,633	NEW
472	Fairtree Asset Management (Pty) Ltd	$1.1M	18,594	−1	TRIM
473	DAYMARK WEALTH PARTNERS, LLC	$1.1M	18,594	−661	TRIM
474	Global Wealth Management Investment Advisory, Inc.	$1.1M	18,451	+2,716	ADD
475	CHESAPEAKE CAPITAL CORP /IL/	$1.1M	18,442	0	NO CHANGE
476	Nicholas Wealth, LLC.	$1.1M	18,396	+1,484	ADD
477	NewEdge Wealth, LLC	$1.1M	18,384	−8,065	TRIM
478	GROUP ONE TRADING LLC	$1.1M	18,129	+16,268	ADD
479	Hilltop Holdings Inc.	$1.1M	17,917	−11,245	TRIM
480	NWAM LLC	$1.1M	17,828	+120	ADD
481	LongView Wealth Management	$1.1M	16,938	−28,064	TRIM
482	Signal Advisors Wealth, LLC	$1.1M	17,659	+1,437	ADD
483	TRED AVON FAMILY WEALTH, LLC	$1.1M	17,651	+2,530	ADD
484	SILVER OAK SECURITIES, INCORPORATED	$1.1M	17,649	+857	ADD
485	NLB Skladi, upravljanje premozenja, d.o.o.	$1.1M	17,582	+4,437	ADD
486	Goldstone Financial Group, LLC	$1.1M	17,580	−1,891	TRIM
487	COMMERCE BANK	$1.1M	17,478	−2,036	TRIM
488	Brooklyn Investment Group	$1.1M	17,242	+7,585	ADD
489	San Luis Wealth Advisors LLC	$1.0M	17,038	+413	ADD
490	Independent Advisor Alliance	$1.0M	17,013	−2,000	TRIM
491	Diligent Investors, LLC	$1.0M	16,895	−630	TRIM
492	PATRON PARTNERS, LLC	$1.0M	16,853	+2,782	ADD
493	Samalin Investment Counsel, LLC	$1.0M	16,843	−1,095	TRIM
494	GTS SECURITIES LLC	$1.0M	16,772	+6,757	ADD
495	Tempus Wealth Planning, LLC	$1.0M	16,721	+10,012	ADD
496	Sage Investment Counsel LLC	$1.0M	16,612	+10	ADD
497	RDA Financial Network	$1.0M	16,566	−469	TRIM
498	PANAGORA ASSET MANAGEMENT INC	$1.0M	16,536	+9,043	ADD
499	PRINCIPAL SECURITIES, INC.	$1.0M	16,452	−14,870	TRIM
500	Blue Trust, Inc.	$1.0M	16,403	−436	TRIM

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

Congress ↔ notable managers · O

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

Congress · last 90 days

Buyers: 2 Alan Armstrong R–OK, Gary C. Peters D–MI $2K–$30K
Sellers: 1 Richard McCormick R–GA-7 $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Adding: 2 Gotham Asset Management, Bridgewater Associates $20.7M held
Trimming: 0 — $0 held

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

Merged timeline of congressional filings and notable-manager moves on O
Date	Who	Change	Size
2026-08-14	Richard McCormick Congress	SELL	$1K–$15K
2026-08-07	Gary C. Peters Congress	BUY	$1K–$15K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Gotham Asset Management 13F	ADD	+106,055 sh
2026-05-15	Bridgewater Associates 13F	ADD	+7,138 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

9 members of Congress disclosed O — 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).