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 ↗

POLARIS INC · COM · quarter ended 2026-03-31 · 7 members disclosed PII ↗

13F filers reporting this class for the quarter ended 2026-03-31: 352
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $2.8B
holders whose share count rose or who opened the position (new + add), by shares: 174
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 69

Holders — quarter ended 2026-03-31

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

13F holders of PII ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$385M	7,055,706	+151,616	ADD
2	Capital World Investors	$212M	3,897,663	−2,578,455	TRIM
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$152M	2,786,913	—	NO PRIOR
4	STATE STREET CORP	$140M	2,571,510	−255,025	TRIM
5	VANGUARD CAPITAL MANAGEMENT LLC	$131M	2,409,074	—	NO PRIOR
6	AQR CAPITAL MANAGEMENT LLC	$119M	2,175,418	−24,092	TRIM
7	AMERICAN CENTURY COMPANIES INC	$107M	1,972,094	+186,992	ADD
8	MORGAN STANLEY	$94.6M	1,735,549	−126,393	TRIM
9	DIMENSIONAL FUND ADVISORS LP	$84.3M	1,546,260	+107,109	ADD
10	GEODE CAPITAL MANAGEMENT, LLC	$76.8M	1,408,619	+81,844	ADD
11	CANADA PENSION PLAN INVESTMENT BOARD	$65.4M	1,200,600	+342,756	ADD
12	UBS Group AG	$56.7M	1,040,501	−841,268	TRIM
13	Auto-Owners Insurance Co	$56.4M	1,035,000	0	NO CHANGE
14	AMERIPRISE FINANCIAL INC	$48.5M	890,498	+112,500	ADD
15	RWWM, Inc.	$48.4M	887,961	−28,659	TRIM
16	CITADEL ADVISORS LLC	$46.1M	846,535	+785,978	ADD
17	MILLENNIUM MANAGEMENT LLC	$38.6M	708,151	+435,358	ADD
18	Gotham Asset Management, LLC	$38.5M	705,826	−347	TRIM
19	NORTHERN TRUST CORP	$37.3M	683,631	+18,964	ADD
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$36.7M	673,329	+4,200	ADD
21	TWO SIGMA INVESTMENTS, LP	$36.4M	668,333	+410,738	ADD
22	Bank of New York Mellon Corp	$35.8M	657,075	−10,397	TRIM
23	JACOBS LEVY EQUITY MANAGEMENT, INC	$35.6M	652,936	+421,730	ADD
24	Invesco Ltd.	$35.3M	648,557	−417,353	TRIM
25	Artisan Partners Limited Partnership	$31.9M	584,865	−42,274	TRIM
26	ProShare Advisors LLC	$26.6M	488,920	−105,339	TRIM
27	Divisar Capital Management LLC	$26.0M	477,877	+73,324	ADD
28	BANK OF AMERICA CORP /DE/	$24.3M	445,717	+104,302	ADD
29	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$23.6M	433,846	+31,507	ADD
30	Freestone Grove Partners LP	$22.5M	413,216	+114,002	ADD
31	Connor, Clark & Lunn Investment Management Ltd.	$21.8M	400,850	+62,475	ADD
32	Quantinno Capital Management LP	$20.0M	367,269	+37,193	ADD
33	VANGUARD FIDUCIARY TRUST CO	$18.8M	345,578	—	NO PRIOR
34	Man Group plc	$15.2M	278,045	+271,824	ADD
35	RENAISSANCE TECHNOLOGIES LLC	$12.3M	225,800	+105,100	ADD
36	FEDERATED HERMES, INC.	$11.9M	218,351	+45,701	ADD
37	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$11.5M	211,074	+79,963	ADD
38	M&G Plc	$11.1M	202,253	+2,182	ADD
39	KENNEDY CAPITAL MANAGEMENT LLC	$10.4M	190,410	−2,988	TRIM
40	SYSTEMATIC FINANCIAL MANAGEMENT LP	$10.2M	187,997	−5,396	TRIM
41	PRINCIPAL FINANCIAL GROUP INC	$10.1M	186,166	+70,421	ADD
42	RHUMBLINE ADVISERS	$9.0M	165,329	+803	ADD
43	Segment Wealth Management, LLC	$8.3M	152,346	−1,410	TRIM
44	HANCOCK WHITNEY CORP	$8.0M	142,793	+136,649	ADD
45	Meiji Yasuda Asset Management Co Ltd.	$7.9M	145,416	+145,416	NEW
46	WELLINGTON MANAGEMENT GROUP LLP	$7.4M	136,406	+62,396	ADD
47	VICTORY CAPITAL MANAGEMENT INC	$7.3M	134,033	+21,010	ADD
48	Nuveen, LLC	$7.3M	133,246	+8,414	ADD
49	LPL Financial LLC	$7.1M	129,602	+59,097	ADD
50	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$7.0M	129,193	+129,193	NEW
51	Creative Planning	$6.5M	119,469	+5,869	ADD
52	SEI INVESTMENTS CO	$6.5M	119,126	+47,220	ADD
53	ALLIANCEBERNSTEIN L.P.	$6.5M	102,078	+1,211	ADD
54	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$6.2M	114,135	−33,707	TRIM
55	Swiss National Bank	$5.7M	105,300	0	NO CHANGE
56	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$5.7M	104,085	−23,958	TRIM
57	Allianz Asset Management GmbH	$5.6M	103,649	+36,542	ADD
58	Bridgewater Associates, LP	$5.5M	101,800	+12,925	ADD
59	Cerity Partners LLC	$5.3M	96,766	−95,350	TRIM
60	ROYAL BANK OF CANADA	$5.1M	94,157	−12,733	TRIM
61	Squarepoint Ops LLC	$4.8M	87,901	+87,901	NEW
62	Invenomic Capital Management LP	$4.8M	87,768	+87,768	NEW
63	WELLS FARGO & COMPANY/MN	$4.6M	83,726	−54,041	TRIM
64	FRANKLIN RESOURCES INC	$4.5M	82,733	+6,632	ADD
65	Walleye Capital LLC	$4.5M	81,965	+58,104	ADD
66	PDT Partners, LLC	$4.3M	79,122	0	NO CHANGE
67	Brevan Howard Capital Management LP	$4.2M	77,434	+67,935	ADD
68	BARCLAYS PLC	$4.1M	75,967	−74,790	TRIM
69	THOMIST CAPITAL MANAGEMENT, LP	$3.7M	68,785	+43,737	ADD
70	Aquatic Capital Management LLC	$3.7M	67,567	+18,399	ADD
71	Legal & General Group Plc	$3.6M	66,912	−13,114	TRIM
72	Retirement Systems of Alabama	$3.6M	65,508	+1,377	ADD
73	Paralel Advisors LLC	$3.6M	65,343	0	NO CHANGE
74	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$3.5M	69,390	+9,420	ADD
75	RAYMOND JAMES FINANCIAL INC	$3.5M	63,580	−9,663	TRIM
76	MAIRS & POWER INC	$3.4M	62,491	−13,252	TRIM
77	Kingsview Wealth Management, LLC	$3.3M	60,933	+6,842	ADD
78	ExodusPoint Capital Management, LP	$3.1M	56,140	−11,022	TRIM
79	GROUP ONE TRADING LLC	$3.0M	55,662	−20,449	TRIM
80	MetLife Investment Management, LLC	$3.0M	54,572	−423	TRIM
81	ONTARIO TEACHERS PENSION PLAN BOARD	$3.0M	54,432	+4,561	ADD
82	HSBC HOLDINGS PLC	$2.9M	53,312	+18,810	ADD
83	Trexquant Investment LP	$2.8M	51,359	−3,128	TRIM
84	NFJ INVESTMENT GROUP, LLC	$2.7M	50,034	+50,034	NEW
85	DEUTSCHE BANK AG\	$2.7M	49,888	+6,191	ADD
86	CITIGROUP INC	$2.7M	49,297	−14,758	TRIM
87	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$2.6M	48,205	−2,750	TRIM
88	STEADFAST CAPITAL MANAGEMENT LP	$2.5M	46,300	+46,300	NEW
89	NISA INVESTMENT ADVISORS, LLC	$2.5M	45,795	+364	ADD
90	Round Hill Asset Management	$2.5M	45,181	−55	TRIM
91	FMR LLC	$2.4M	44,590	−49,699	TRIM
92	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$2.4M	44,021	+18,564	ADD
93	Mitsubishi UFJ Trust & Banking Corp	$2.3M	42,231	+4,752	ADD
94	CWM, LLC	$2.3M	42,173	+779	ADD
95	Advisors Asset Management, Inc.	$2.2M	41,089	−293	TRIM
96	VANGUARD ASSET MANAGEMENT, Ltd	$2.2M	39,976	—	NO PRIOR
97	Summit Trail Advisors, LLC	$2.0M	36,665	+15,999	ADD
98	State of New Jersey Common Pension Fund D	$1.9M	34,383	0	NO CHANGE
99	Susquehanna Portfolio Strategies, LLC	$1.9M	34,199	−7,179	TRIM
100	Mariner, LLC	$1.8M	32,245	−15,648	TRIM
101	OCCUDO QUANTITATIVE STRATEGIES LP	$1.7M	26,129	+19,800	ADD
102	CPC Advisors, LLC	$1.7M	31,769	+31,769	NEW
103	INTREPID CAPITAL MANAGEMENT INC	$1.7M	31,706	0	NO CHANGE
104	IEQ CAPITAL, LLC	$1.7M	31,682	−40,961	TRIM
105	Jefferies Financial Group Inc.	$1.6M	30,200	−140,200	TRIM
106	RITHOLTZ WEALTH MANAGEMENT	$1.5M	28,381	+9,851	ADD
107	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$1.5M	27,680	+575	ADD
108	Pathstone Holdings, LLC	$1.5M	27,357	−3,127	TRIM
109	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$1.4M	25,605	+25,605	NEW
110	Vanguard Personalized Indexing Management, LLC	$1.4M	25,498	+1,045	ADD
111	S&T BANK/PA	$1.4M	25,428	−16,697	TRIM
112	INDEPENDENT FINANCIAL GROUP, LLC	$1.4M	25,319	—	NO PRIOR
113	Janus Henderson Group Ltd.	$1.4M	25,246	0	NO CHANGE
114	OSAIC HOLDINGS, INC.	$1.4M	25,045	−18,585	TRIM
115	PRUDENTIAL FINANCIAL INC	$1.4M	24,846	−3,200	TRIM
116	STIFEL FINANCIAL CORP	$1.3M	24,130	+426	ADD
117	Zurcher Kantonalbank (Zurich Cantonalbank)	$1.3M	22,964	+22,964	NEW
118	ANGELES WEALTH MANAGEMENT, LLC	$1.2M	22,498	−32	TRIM
119	Harvest Investment Services, LLC	$1.2M	22,376	+7,846	ADD
120	Corient Private Wealth LLC	$1.2M	22,559	−28,647	TRIM
121	Vanguard Global Advisers, LLC	$1.1M	21,087	—	NO PRIOR
122	BOYUM WEALTH ARCHITECTS LLC	$1.1M	16,884	+24	ADD
123	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$1.1M	20,478	−1,761	TRIM
124	Camelot Portfolios, LLC	$1.1M	20,402	−749	TRIM
125	BANK OF MONTREAL /CAN/	$1.1M	19,324	+7,390	ADD
126	Cetera Investment Advisers	$1.0M	19,244	−1,286	TRIM
127	Kestra Investment Management, LLC	$1.0M	19,077	−2,770	TRIM
128	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$988K	18,136	+5,760	ADD
129	HM PAYSON & CO	$983K	18,042	−180	TRIM
130	MAVERICK CAPITAL LTD	$958K	17,569	+17,569	NEW
131	YOUSIF CAPITAL MANAGEMENT, LLC	$950K	17,433	−930	TRIM
132	TWO SIGMA SECURITIES, LLC	$888K	16,292	+16,292	NEW
133	Graham Capital Management, L.P.	$865K	15,863	+2,204	ADD
134	Convergence Investment Partners, LLC	$861K	15,798	+169	ADD
135	Quantbot Technologies LP	$826K	15,150	−2,224	TRIM
136	FIFTH THIRD BANCORP	$818K	15,018	+13,864	ADD
137	SummerHaven Investment Management, LLC	$813K	14,926	−2,021	TRIM
138	XTX Topco Ltd	$812K	14,908	−11,265	TRIM
139	MERCER GLOBAL ADVISORS INC /ADV	$810K	14,870	+2,220	ADD
140	Tidal Investments LLC	$804K	14,755	+693	ADD
141	Arizona State Retirement System	$800K	14,682	−255	TRIM
142	MITCHELL & PAHL PRIVATE WEALTH, LLC	$779K	14,285	+481	ADD
143	Ameritas Investment Partners, Inc.	$777K	14,250	0	NO CHANGE
144	RM Financial Services, LLC	$767K	14,070	−50	TRIM
145	Blackstone Inc.	$739K	13,556	+13,556	NEW
146	SPWM Advisors LLC	$732K	11,304	+5	ADD
147	INTECH INVESTMENT MANAGEMENT LLC	$731K	13,407	−11,729	TRIM
148	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$730K	13,389	+17	ADD
149	STATE OF WISCONSIN INVESTMENT BOARD	$716K	13,139	+4,809	ADD
150	Frank, Rimerman Advisors LLC	$711K	13,043	+422	ADD
151	NATIXIS	$709K	13,000	−134,400	TRIM
152	SIMPLEX TRADING, LLC	$704K	12,922	−91	TRIM
153	STATE OF MICHIGAN RETIREMENT SYSTEM	$702K	12,879	+300	ADD
154	FIRST CITIZENS BANK & TRUST CO	$696K	12,765	−1,005	TRIM
155	Vanguard Investments Australia, Ltd.	$687K	12,603	—	NO PRIOR
156	Envestnet Portfolio Solutions, Inc.	$679K	12,465	−1,025	TRIM
157	Rockefeller Capital Management L.P.	$675K	12,386	+1,660	ADD
158	Investors Research Corp	$664K	12,182	+120	ADD
159	COMMONWEALTH EQUITY SERVICES, LLC	$657K	12,049	−445	TRIM
160	Robertson Stephens Wealth Management, LLC	$654K	12,000	0	NO CHANGE
161	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$652K	11,970	+15	ADD
162	KLP KAPITALFORVALTNING AS	$632K	11,600	0	NO CHANGE
163	Engineers Gate Manager LP	$620K	11,370	−19,119	TRIM
164	KEYBANK NATIONAL ASSOCIATION/OH	$619K	11,363	+1,491	ADD
165	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$596K	10,938	+300	ADD
166	Probity Advisors, Inc.	$594K	10,908	+596	ADD
167	Empowered Funds, LLC	$592K	10,857	+10,857	NEW
168	Merit Financial Group, LLC	$570K	10,466	−196	TRIM
169	ENVESTNET ASSET MANAGEMENT INC	$561K	10,295	−1,610	TRIM
170	Pallas Capital Advisors LLC	$560K	10,268	−1,069	TRIM
171	Bridgefront Capital, LLC	$558K	10,230	+10,230	NEW
172	US BANCORP \DE\	$547K	10,029	+793	ADD
173	Holocene Advisors, LP	$537K	9,854	+9,854	NEW
174	Pictet Asset Management Holding SA	$518K	9,501	0	NO CHANGE
175	Inspire Investing, LLC	$510K	9,358	+1,915	ADD
176	VOYA INVESTMENT MANAGEMENT LLC	$503K	9,234	−352	TRIM
177	Perbak Capital Partners LLP	$498K	9,146	+9,146	NEW
178	NORTHBRIDGE FINANCIAL GROUP, LLC	$492K	8,906	−68	TRIM
179	Voleon Capital Management LP	$489K	8,967	−17,285	TRIM
180	Sterling Capital Management LLC	$469K	8,614	−3,251	TRIM
181	Allworth Financial LP	$466K	8,546	+120	ADD
182	SNS Financial Group, LLC	$457K	8,380	+20	ADD
183	M&T BANK CORP	$454K	8,322	+787	ADD
184	CAPSTONE INVESTMENT ADVISORS, LLC	$445K	8,170	+8,170	NEW
185	GUGGENHEIM CAPITAL LLC	$445K	8,168	−8,897	TRIM
186	D. E. Shaw & Co., Inc.	$443K	8,125	+4,286	ADD
187	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$427K	7,843	0	NO CHANGE
188	State of Wyoming	$419K	7,687	−784	TRIM
189	XPONANCE LLC	$414K	7,602	+1,132	ADD
190	Vise Technologies, Inc.	$403K	6,369	0	NO CHANGE
191	Ethic Inc.	$399K	7,325	+39	ADD
192	Summit Financial, LLC	$399K	7,315	+49	ADD
193	Goldstone Financial Group, LLC	$388K	7,117	−1,468	TRIM
194	Numerai GP LLC	$387K	7,100	−6,807	TRIM
195	HighTower Advisors, LLC	$383K	7,023	−751	TRIM
196	Baird Financial Group, Inc.	$381K	6,985	+6,985	NEW
197	BERKSHIRE ASSET MANAGEMENT LLC/PA	$373K	6,845	0	NO CHANGE
198	Meeder Advisory Services, Inc.	$369K	6,769	−327	TRIM
199	Wynn Capital, LLC	$367K	6,740	+327	ADD
200	AIGEN INVESTMENT MANAGEMENT, LP	$366K	6,715	+6,715	NEW
201	Universal- Beteiligungs- und Servicegesellschaft mbH	$364K	6,682	0	NO CHANGE
202	FIRST TRUST ADVISORS LP	$363K	6,657	−378	TRIM
203	Linden Thomas Advisory Services, LLC	$360K	6,608	−1,326	TRIM
204	Ballentine Partners, LLC	$357K	6,554	−165	TRIM
205	KPP Advisory Services LLC	$351K	6,441	+9	ADD
206	Grantham, Mayo, Van Otterloo & Co. LLC	$348K	6,382	+2,055	ADD
207	Kestra Advisory Services, LLC	$347K	6,371	+1,131	ADD
208	CAXTON ASSOCIATES LLP	$332K	6,091	+1,873	ADD
209	AXQ CAPITAL, LP	$326K	5,985	+5,985	NEW
210	Stratos Wealth Partners, LTD.	$326K	5,973	+5,973	NEW
211	Tower Research Capital LLC (TRC)	$324K	5,950	+3,181	ADD
212	BROWN ADVISORY INC	$321K	5,888	0	NO CHANGE
213	NORTHWEST WEALTH MANAGEMENT, LLC	$311K	5,704	−63	TRIM
214	EAGLE GLOBAL ADVISORS LLC	$307K	5,630	0	NO CHANGE
215	Focus Partners Advisor Solutions, LLC	$307K	5,627	−2,266	TRIM
216	Inscription Capital, LLC	$307K	5,625	+1,204	ADD
217	EP Wealth Advisors, LLC	$303K	5,559	+5,559	NEW
218	Steward Partners Investment Advisory, LLC	$289K	5,310	−101	TRIM
219	PEAK6 LLC	$288K	5,279	+5,279	NEW
220	Private Advisor Group, LLC	$281K	5,155	+940	ADD
221	Belpointe Asset Management LLC	$273K	5,013	+5,013	NEW
222	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$271K	4,978	+4,978	NEW
223	Kessler Investment Group, LLC	$270K	4,960	+47	ADD
224	Chicago Partners Investment Group LLC	$270K	4,605	+913	ADD
225	MGO ONE SEVEN LLC	$263K	4,818	+4,818	NEW
226	Balance Wealth Partners LLC	$245K	4,500	0	NO CHANGE
227	FARMERS & MERCHANTS INVESTMENTS INC	$239K	4,389	−202	TRIM
228	MIRABELLA FINANCIAL SERVICES LLP	$237K	4,345	+4,345	NEW
229	SIGNATUREFD, LLC	$236K	4,336	−305	TRIM
230	FORTRESS FINANCIAL GROUP, LLC	$235K	4,306	+26	ADD
231	Focus Partners Wealth	$229K	4,202	−3,362	TRIM
232	Optas, LLC	$229K	4,193	+626	ADD
233	Family Capital Management, Inc.	$226K	4,149	0	NO CHANGE
234	FORA Capital, LLC	$220K	4,030	+4,030	NEW
235	Alley Investment Management Company, LLC	$219K	4,016	−677	TRIM
236	BARD ASSOCIATES INC	$218K	3,992	+3,270	ADD
237	Ensign Peak Advisors, Inc	$217K	3,987	0	NO CHANGE
238	NorthCrest Asset Manangement, LLC	$216K	4,000	+173	ADD
239	SECURIAN ASSET MANAGEMENT, INC	$212K	3,887	0	NO CHANGE
240	Capital Investment Advisors, LLC	$207K	3,794	+32	ADD
241	Aptus Capital Advisors, LLC	$201K	3,693	−1	TRIM
242	EntryPoint Capital, LLC	$201K	3,691	+3,691	NEW
243	TIEMANN INVESTMENT ADVISORS, LLC	$193K	3,550	0	NO CHANGE
244	Caitong International Asset Management Co., Ltd	$189K	3,467	+3,464	ADD
245	EASTERN BANK	$142K	2,600	0	NO CHANGE
246	QUADRANT CAPITAL GROUP LLC	$133K	2,433	−1,288	TRIM
247	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$98.3K	1,803	+589	ADD
248	Annis Gardner Whiting Capital Advisors, LLC	$96.0K	1,762	+1,762	NEW
249	MAI Capital Management	$90.2K	1,655	+549	ADD
250	NATIONAL BANK OF CANADA /FI/	$85.3K	1,566	−258	TRIM
251	UMB Bank, n.a.	$78.2K	1,435	+38	ADD
252	NOMURA ASSET MANAGEMENT CO LTD	$77.9K	1,430	0	NO CHANGE
253	Aster Capital Management (DIFC) Ltd	$69.2K	1,691	+1,563	ADD
254	Opal Wealth Advisors, LLC	$55.9K	1,026	+1,026	NEW
255	TD Waterhouse Canada Inc.	$53.1K	973	+13	ADD
256	Hilton Head Capital Partners, LLC	$44.5K	817	−10	TRIM
257	Geneos Wealth Management Inc.	$44.5K	817	+8	ADD
258	BNP Paribas Asset Management Holding S.A.	$42.1K	772	+159	ADD
259	Parkside Financial Bank & Trust	$40.7K	746	−31	TRIM
260	Global Trust Asset Management, LLC	$39.7K	729	−104	TRIM
261	Mirae Asset Global Investments Co., Ltd.	$38.5K	707	+82	ADD
262	SHP Wealth Management	$35.5K	651	−524	TRIM
263	JNBA Financial Advisors	$34.3K	630	0	NO CHANGE
264	Kemnay Advisory Services Inc.	$23.9K	438	+11	ADD
265	Bayforest Capital Ltd	$23.8K	436	−4,446	TRIM
266	True Wealth Design, LLC	$21.9K	402	+31	ADD
267	CALDWELL SUTTER CAPITAL, INC.	$21.9K	401	+316	ADD
268	Owl Creek Wealth Partners LLC	$21.3K	390	—	NO PRIOR
269	HighMark Wealth Management LLC	$17.5K	321	+4	ADD
270	Select Equity Group, L.P.	$17.0K	311	−499,717	TRIM
271	Westside Investment Management, Inc.	$16.1K	297	+2	ADD
272	New England Capital Financial Advisors LLC	$15.0K	274	+3	ADD
273	Federation des caisses Desjardins du Quebec	$14.6K	269	−475	TRIM
274	Larson Financial Group LLC	$13.5K	247	+236	ADD
275	Smartleaf Asset Management LLC	$12.7K	238	+142	ADD
276	Mitsubishi UFJ Asset Management Co., Ltd.	$12.7K	233	0	NO CHANGE
277	Pinnacle Wealth Planning Services, Inc.	$11.0K	202	−40	TRIM
278	BEACON INVESTMENT ADVISORY SERVICES, INC.	$10.9K	200	+200	NEW
279	Kentucky Trust Co	$10.9K	200	0	NO CHANGE
280	Optiver Holding B.V.	$9.8K	179	−408	TRIM
281	Bangor Savings Bank	$9.1K	167	0	NO CHANGE
282	JONES FINANCIAL COMPANIES LLLP	$8.6K	158	+42	ADD
283	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$8.5K	156	+16	ADD
284	GHP Investment Advisors, Inc.	$8.3K	153	0	NO CHANGE
285	Triumph Capital Management	$8.2K	150	−150	TRIM
286	Asset Dedication, LLC	$8.1K	149	0	NO CHANGE
287	Clearstead Trust, LLC	$8.0K	147	−3	TRIM
288	ASSETMARK, INC	$7.7K	141	−58	TRIM
289	ALERUS FINANCIAL NA	$6.9K	127	0	NO CHANGE
290	Leonteq Securities AG	$6.5K	120	+24	ADD
291	Keating Financial Advisory Services, Inc.	$6.5K	120	+98	ADD
292	Vermillion Wealth Management, Inc.	$6.4K	117	+1	ADD
293	CVA Family Office, LLC	$5.8K	107	+65	ADD
294	Bell Investment Advisors, Inc	$5.7K	104	0	NO CHANGE
295	MTM Investment Management, LLC	$5.6K	102	0	NO CHANGE
296	HHM Wealth Advisors, LLC	$5.5K	100	0	NO CHANGE
297	Wilmington Savings Fund Society, FSB	$5.5K	100	0	NO CHANGE
298	ELEVATION WEALTH PARTNERS, LLC	$5.5K	100	+100	NEW
299	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$4.7K	85	0	NO CHANGE
300	TRUST CO OF TOLEDO NA /OH/	$4.5K	82	0	NO CHANGE
301	Orion Capital Management LLC	$3.8K	69	0	NO CHANGE
302	Intentional Wealth Strategies, LLC	$3.7K	68	—	NO PRIOR
303	MV CAPITAL MANAGEMENT, INC.	$3.0K	55	0	NO CHANGE
304	Arax Advisory Partners	$3.0K	54	−3,293	TRIM
305	SBI Securities Co., Ltd.	$2.9K	53	−4	TRIM
306	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	$2.8K	51,544	−1,721	TRIM
307	Truvestments Capital LLC	$2.7K	50	0	NO CHANGE
308	MCF Advisors LLC	$2.5K	46	—	NO PRIOR
309	BIRCHBROOK, INC.	$2.5K	45	0	NO CHANGE
310	Physician Wealth Advisors, Inc.	$2.3K	43	−8	TRIM
311	HRT FINANCIAL LP	$2.2K	40,384	−5,632	TRIM
312	CANADA LIFE ASSURANCE Co	$2.0K	37,171	+175	ADD
313	SouthState Bank Corp	$1.9K	35	0	NO CHANGE
314	Prestige Wealth Management Group LLC	$1.9K	34	0	NO CHANGE
315	Sachetta, LLC	$1.9K	34	0	NO CHANGE
316	LSV ASSET MANAGEMENT	$1.8K	32,160	+7,500	ADD
317	Private Wealth Management Group, LLC	$1.7K	32	−32	TRIM
318	Dogwood Wealth Management LLC	$1.7K	31	+30	ADD
319	Bank of New Hampshire	$1.6K	30	0	NO CHANGE
320	Blue Trust, Inc.	$1.5K	28	0	NO CHANGE
321	Johnson Financial Group, Inc.	$1.4K	26	0	NO CHANGE
322	CENTRAL TRUST Co	$1.4K	25	0	NO CHANGE
323	Kilter Group LLC	$1.4K	25	+25	NEW
324	ALGERT GLOBAL LLC	$1.3K	24,480	+24,480	NEW
325	Virtu Financial LLC	$1.3K	23,256	+23,256	NEW
326	AMALGAMATED BANK	$1.3K	23,098	+600	ADD
327	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	$1.1K	20	+20	NEW
328	Manchester Capital Management LLC	$1.1K	20	+20	NEW
329	JFS WEALTH ADVISORS, LLC	$1.1K	20	−17	TRIM
330	Rialto Wealth Management, LLC	$1.0K	19	−3	TRIM
331	Vanguard National Trust Co	$927	17	—	NO PRIOR
332	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	$886	16,252	+16,252	NEW
333	Clearstead Advisors, LLC	$818	15	−168	TRIM
334	GSA CAPITAL PARTNERS LLP	$812	14,891	+14,891	NEW
335	Cassaday & Co Wealth Management LLC	$763	14	+14	NEW
336	THRIVENT FINANCIAL FOR LUTHERANS	$656	12,039	+6	ADD
337	Frazier Financial Advisors, LLC	$654	12	+12	NEW
338	Godfrey Financial Associates, Inc.	$654	12	0	NO CHANGE
339	South Dakota Investment Council	$612	11,236	−284	TRIM
340	NEW MEXICO EDUCATIONAL RETIREMENT BOARD	$605	11,100	0	NO CHANGE
341	Financial Perspectives, Inc	$527	10	0	NO CHANGE
342	TFC Financial Management, Inc.	$491	9	+9	NEW
343	DiNuzzo Private Wealth, Inc.	$436	8	−4	TRIM
344	SJS Investment Consulting Inc.	$382	7	−33	TRIM
345	State of Alaska, Department of Revenue	$374	6,874	+1,550	ADD
346	ACADIAN ASSET MANAGEMENT LLC	$369	6,790	−3,468	TRIM
347	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	$288	5,276	0	NO CHANGE
348	HFM Investment Advisors, LLC	$109	2	−2	TRIM
349	KBC Group NV	$97	1,771	0	NO CHANGE
350	HARBOR CAPITAL ADVISORS, INC.	$27	492	+50	ADD
351	Avion Wealth	$2	51	0	NO CHANGE
352	Navigoe, LLC	$1	27	0	NO CHANGE
353	VANGUARD GROUP INC	—	—	−5,555,077	EXIT
354	&PARTNERS	—	—	−3,535	EXIT
355	Laird Norton Wetherby Trust Company, LLC	—	—	−3,602	EXIT
356	DANSKE BANK A/S	—	—	−500	EXIT
357	HARBOUR INVESTMENTS, INC.	—	—	−101	EXIT
358	COMERICA BANK	—	—	−41,939	EXIT
359	MACKENZIE FINANCIAL CORP	—	—	−3,466	EXIT
360	VIRGINIA RETIREMENT SYSTEMS ET Al	—	—	−11,200	EXIT
361	NATIXIS ADVISORS, LLC	—	—	−10,528	EXIT
362	CIBC WORLD MARKETS CORP	—	—	−3,529	EXIT
363	FULLER & THALER ASSET MANAGEMENT, INC.	—	—	−2,575,408	EXIT
364	COLDSTREAM CAPITAL MANAGEMENT INC	—	—	−3,194	EXIT
365	GATEWAY INVESTMENT ADVISERS LLC	—	—	−6,357	EXIT
366	RBF Capital, LLC	—	—	−12,000	EXIT
367	CIBC Private Wealth Group LLC	—	—	−91	EXIT
368	Magnetar Financial LLC	—	—	−56,150	EXIT
369	NORGES BANK	—	—	−24,006	EXIT
370	Walleye Trading LLC	—	—	−80,753	EXIT
371	J.W. COLE ADVISORS, INC.	—	—	−3,492	EXIT
372	CIBC WORLD MARKET INC.	—	—	−3,731	EXIT
373	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	—	—	−28,447	EXIT
374	Verition Fund Management LLC	—	—	−11,790	EXIT
375	DekaBank Deutsche Girozentrale	—	—	−2,594	EXIT
376	TWO SIGMA ADVISERS, LP	—	—	−467,200	EXIT
377	Transamerica Financial Advisors, LLC	—	—	−4	EXIT
378	SUMMIT SECURITIES GROUP LLC	—	—	−2,200	EXIT
379	Edgestream Partners, L.P.	—	—	−31,468	EXIT
380	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	—	—	−76,223	EXIT
381	Vestcor Inc	—	—	−1,649	EXIT
382	JANE STREET GROUP, LLC	—	—	−21,061	EXIT
383	Friedenthal Financial	—	—	−16,045	EXIT
384	Sequoia Financial Advisors, LLC	—	—	−3,871	EXIT
385	Caprock Group, LLC	—	—	−11,623	EXIT
386	FINANCIAL CONSULATE, INC	—	—	−15	EXIT
387	KESTRA PRIVATE WEALTH SERVICES, LLC	—	—	−11,917	EXIT
388	Versor Investments LP	—	—	−7,648	EXIT
389	Ilmarinen Mutual Pension Insurance Co	—	—	−11,506	EXIT
390	Schonfeld Strategic Advisors LLC	—	—	−12,493	EXIT
391	Centiva Capital, LP	—	—	−7,147	EXIT
392	Independent Advisor Alliance	—	—	−3,376	EXIT
393	Counterpoint Mutual Funds LLC	—	—	−7,960	EXIT
394	Silver Heights Capital Management Inc	—	—	−210,272	EXIT
395	DV Trading LLC	—	—	−200	EXIT
396	Neo Ivy Capital Management	—	—	−4,784	EXIT
397	Blueshift Asset Management, LLC	—	—	−4,667	EXIT
398	IFG Advisory, LLC	—	—	−53,550	EXIT
399	Global Retirement Partners, LLC	—	—	−82	EXIT
400	Y-Intercept (Hong Kong) Ltd	—	—	−22,553	EXIT
401	Realta Investment Advisors	—	—	−76	EXIT
402	PACES FERRY WEALTH ADVISORS, LLC	—	—	−4,303	EXIT
403	INCEPTIONR LLC	—	—	−4,526	EXIT
404	EMC Capital Management	—	—	−745	EXIT
405	Koss-Olinger Consulting, LLC	—	—	−31,704	EXIT
406	Union Heritage Capital, LLC	—	—	−10,731	EXIT
407	AlphaQuest LLC	—	—	−12,165	EXIT
408	PharVision Advisers, LLC	—	—	−4,711	EXIT
409	HB Wealth Management, LLC	—	—	−3,185	EXIT
410	SageView Advisory Group, LLC	—	—	−121	EXIT
411	Dunhill Financial, LLC	—	—	−1	EXIT
412	Stephens Consulting, LLC	—	—	−910	EXIT
413	Quarry LP	—	—	−360	EXIT
414	Sivia Capital Partners, LLC	—	—	−3,592	EXIT
415	Accordant Advisory Group Inc	—	—	−1	EXIT
416	Havemeyer Place LP	—	—	−7,428	EXIT
417	Massar Capital Management, LP	—	—	−3,215	EXIT
418	Fieldview Capital Management, LLC	—	—	−16,328	EXIT
419	MidFirst Bank	—	—	−45	EXIT
420	EVOLVE PRIVATE WEALTH, LLC	—	—	−3,462	EXIT
421	Forty-three Eighteen Advisors, LLC	—	—	−31,988	EXIT

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

Congress ↔ notable managers · PII

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: 2 Bridgewater Associates, Caxton Associates $5.9M held
Trimming: 1 Gotham Asset Management $38.5M held

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

Merged timeline of congressional filings and notable-manager moves on PII
Date	Who	Change	Size
2026-05-15	Bridgewater Associates 13F	ADD	+12,925 sh
2026-05-15	Gotham Asset Management 13F	TRIM	−347 sh
2026-05-14	Caxton Associates 13F	ADD	+1,873 sh

3 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 PII — 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).