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 ↗

RB GLOBAL INC · COM · quarter ended 2026-03-31 · 9 members disclosed RBA ↗
13F filers reporting this class for the quarter ended 2026-03-31
434
sum of the reported values across every holder; NULL values are excluded, never zero-filled
$15.9B
holders whose share count rose or who opened the position (new + add), by shares
213
holders absent this quarter after holding last quarter — inferred from absence, not a sale record
53
FILING WINDOW OPEN
Quarter 2026-09-30: the 13F window is open until 2026-11-16. Rankings and QoQ moves that touch this quarter are provisional by construction — filers who have not yet reported are not zeros.

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares
13F holders of RBA ranked by reported value
#FilerReported valueSharesΔ sharesChange
1BlackRock, Inc.$1.5B15,428,970+410,378ADD
2VANGUARD CAPITAL MANAGEMENT LLC$1.3B13,308,377—NO PRIOR
3MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.1B11,240,652+348,466ADD
4EdgePoint Investment Group Inc.$845M8,812,865+1,111,217ADD
5VANGUARD PORTFOLIO MANAGEMENT LLC$806M8,412,449—NO PRIOR
6FIL Ltd$599M6,245,775−2,396,611TRIM
7STATE STREET CORP$599M6,244,885−45,755TRIM
8GEODE CAPITAL MANAGEMENT, LLC$485M5,070,753+69,856ADD
9ROYAL BANK OF CANADA$483M5,043,648+591,617ADD
10Vontobel Holding Ltd.$424M4,418,417−160,799TRIM
11Janus Henderson Group Ltd.$419M4,371,610+285,713ADD
12Fiera Capital Corp$353M3,692,061−465,924TRIM
131832 Asset Management L.P.$333M3,469,699−31,078TRIM
14FMR LLC$291M3,031,968−503,622TRIM
15VANGUARD FIDUCIARY TRUST CO$267M2,786,156—NO PRIOR
16BANK OF MONTREAL /CAN/$242M2,526,563+50,855ADD
17COOKE & BIELER LP$240M2,502,172+46,219ADD
18ADAGE CAPITAL PARTNERS GP, L.L.C.$217M2,260,145+1,726,524ADD
19Boston Partners$211M2,197,424−402,722TRIM
20LAZARD ASSET MANAGEMENT LLC$210M2,191,875+2,191,875NEW
21Invesco Ltd.$195M2,032,470−914,508TRIM
22CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$185M1,929,135+452,108ADD
23RAYMOND JAMES FINANCIAL INC$177M1,864,988−361,874TRIM
24WELLINGTON MANAGEMENT GROUP LLP$168M1,762,259−378,140TRIM
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC$155M1,614,829+70,268ADD
26MANUFACTURERS LIFE INSURANCE COMPANY, THE$145M1,510,029−900,108TRIM
27BANK OF AMERICA CORP /DE/$139M1,452,438+104,560ADD
28MACKENZIE FINANCIAL CORP$134M1,399,118+448,848ADD
29TD ASSET MANAGEMENT INC$126M1,320,576+171,068ADD
30NORTHERN TRUST CORP$123M1,287,993−23,519TRIM
31RIVERBRIDGE PARTNERS LLC$122M1,275,384−225,982TRIM
32Ancora Advisors LLC$118M1,228,190+99,696ADD
33SAMLYN CAPITAL, LLC$113M1,176,340−204,861TRIM
34Connor, Clark & Lunn Investment Management Ltd.$108M1,122,092+217,179ADD
35CIBC Asset Management Inc$103M1,057,548+78,940ADD
36BAHL & GAYNOR INC$98.4M1,026,876+1,026,876NEW
37Bank of New York Mellon Corp$98.4M1,026,321−19,589TRIM
38Legal & General Group Plc$95.9M1,003,149−4,491TRIM
39MORGAN STANLEY$93.0M970,396+159,606ADD
40Vanguard Global Advisers, LLC$78.5M818,870—NO PRIOR
41DIMENSIONAL FUND ADVISORS LP$75.3M785,618+57,870ADD
42BW Gestao de Investimentos Ltda.$69.5M725,236−60,711TRIM
43Holocene Advisors, LP$66.8M697,327−142,037TRIM
44ArrowMark Colorado Holdings LLC$65.0M678,367+161,713ADD
45Swiss National Bank$59.8M624,943+132,900ADD
46CIDEL ASSET MANAGEMENT INC$57.3M599,791+267,372ADD
47BLAIR WILLIAM & CO/IL$54.7M570,387−181,492TRIM
48WESTWOOD HOLDINGS GROUP INC$54.5M568,542+568,542NEW
49Nuveen, LLC$51.4M536,465+74,457ADD
50EVENTIDE ASSET MANAGEMENT, LLC$50.6M528,143+548ADD
51ROYCE & ASSOCIATES LP$48.0M500,659+79,954ADD
52AMERIPRISE FINANCIAL INC$47.2M490,100−91,185TRIM
53BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$46.4M483,961−205,895TRIM
54RHUMBLINE ADVISERS$45.3M472,852+10,378ADD
55Allspring Global Investments Holdings, LLC$45.2M467,816+25,288ADD
56Blue Grotto Capital, LLC$43.1M450,000+450,000NEW
57PRINCIPAL FINANCIAL GROUP INC$39.7M414,530+15,253ADD
58UBS Group AG$38.2M398,932−2,698TRIM
59HAWK RIDGE CAPITAL MANAGEMENT LP$38.0M396,700+396,700NEW
60Champlain Investment Partners, LLC$35.4M369,218−104,643TRIM
61Covalis Capital LLP$34.4M359,281+66,539ADD
62DEUTSCHE BANK AG\$33.4M348,073+3,398ADD
63Walleye Capital LLC$32.7M340,935+55,057ADD
64Retirement Systems of Alabama$32.5M338,561+4,787ADD
65Alyeska Investment Group, L.P.$31.6M329,170−472,837TRIM
66NATIONAL BANK OF CANADA /FI/$31.4M331,703−36,055TRIM
67Amundi$30.2M315,134+71,426ADD
68VANGUARD ASSET MANAGEMENT, Ltd$30.1M314,209—NO PRIOR
69ENVESTNET ASSET MANAGEMENT INC$29.5M308,119+4,873ADD
70SEI INVESTMENTS CO$29.1M303,912−85,243TRIM
71Arvin Capital Management LP$28.8M300,500+144,504ADD
72BALYASNY ASSET MANAGEMENT L.P.$27.6M287,666+209,312ADD
73INTACT INVESTMENT MANAGEMENT INC.$26.9M280,882+20,730ADD
74SCHRODER INVESTMENT MANAGEMENT GROUP$25.5M270,226+270,226NEW
75ALLIANCEBERNSTEIN L.P.$25.3M246,052−1,908TRIM
76BANK OF NOVA SCOTIA$24.2M252,859−17,807TRIM
77UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$23.6M246,209+7,559ADD
78Woodline Partners LP$23.6M246,106−194,173TRIM
79CITADEL ADVISORS LLC$23.6M245,992+190,223ADD
80TD Waterhouse Canada Inc.$22.1M246,485+125,990ADD
81ProShare Advisors LLC$21.9M228,444−105,800TRIM
82Point72 Asset Management, L.P.$21.7M226,830+226,830NEW
83NICHOLAS COMPANY, INC.$20.2M210,742−146TRIM
84PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$19.9M207,778+17,489ADD
85Federation des caisses Desjardins du Quebec$19.4M204,798+76,160ADD
86TORONTO DOMINION BANK$18.5M193,431+44,713ADD
87HORIZON KINETICS ASSET MANAGEMENT LLC$17.9M186,731+79,104ADD
88Oasis Management Co Ltd.$17.6M183,2440NO CHANGE
89Northwest & Ethical Investments L.P.$16.1M168,303−2,262TRIM
90STIFEL FINANCIAL CORP$15.9M165,463+47,574ADD
91LPL Financial LLC$15.4M160,867+16,945ADD
92AVIVA PLC$15.3M159,800+4,306ADD
93OPPENHEIMER ASSET MANAGEMENT INC.$15.1M158,018−15,340TRIM
94STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$15.1M157,344−4,468TRIM
95MONTRUSCO BOLTON INVESTMENTS INC.$14.9M155,700−11,710TRIM
96MOORE CAPITAL MANAGEMENT, LP$14.0M146,520−159,037TRIM
97Running Oak Capital LLC$13.7M142,918−9,098TRIM
98Gotham Asset Management, LLC$13.5M141,054−70,713TRIM
99Onex Canada Asset Management Inc.$12.9M134,149+5,258ADD
100Quantinno Capital Management LP$12.8M133,885+62,660ADD
101WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD$12.7M132,147−7,148TRIM
102Korea Investment CORP$12.4M129,979+69,424ADD
103Hillsdale Investment Management Inc.$12.3M128,100+43,975ADD
104PRUDENTIAL FINANCIAL INC$11.5M120,166+16,838ADD
105WELLS FARGO & COMPANY/MN$10.5M109,342+59,237ADD
106Addenda Capital Inc.$10.3M77,0000NO CHANGE
107MILLENNIUM MANAGEMENT LLC$9.9M102,990−593,523TRIM
108Pictet Asset Management Holding SA$9.8M102,372−4,258TRIM
109Sone Capital Management, LLC$9.6M100,501+100,501NEW
110Mawer Investment Management Ltd.$9.6M99,691−21,608TRIM
111CIBC WORLD MARKET INC.$9.4M98,498−14,918TRIM
112Dundas Partners LLP$9.2M96,452−856TRIM
113NEW YORK STATE COMMON RETIREMENT FUND$9.2M95,8480NO CHANGE
114Vanguard Investments Australia, Ltd.$8.9M92,631—NO PRIOR
115MetLife Investment Management, LLC$8.8M91,849+577ADD
116Cinctive Capital Management LP$8.8M91,666+91,666NEW
117Aviso Financial Inc.$8.7M91,317−8,114TRIM
118K.J. Harrison & Partners Inc$8.5M88,738−4,985TRIM
119AGF MANAGEMENT LTD$8.4M88,046−86,536TRIM
120Nitorum Capital, L.P.$8.0M83,881−192,239TRIM
121Zurcher Kantonalbank (Zurich Cantonalbank)$7.9M82,526+4,144ADD
122APG Asset Management N.V.$7.6M91,843−1,828TRIM
123TWO SIGMA INVESTMENTS, LP$7.6M79,396−67,864TRIM
124RICE HALL JAMES & ASSOCIATES, LLC$7.0M72,821+1,631ADD
125MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$6.8M71,161−6,120TRIM
126Marks Group Wealth Management, Inc$6.4M66,966−10,712TRIM
127MidFirst Bank$6.4M66,926+493ADD
128BANK OF NOVA SCOTIA TRUST CO$6.3M65,549−4,089TRIM
129INTECH INVESTMENT MANAGEMENT LLC$6.2M64,334−193,327TRIM
130TECTONIC ADVISORS LLC$5.9M61,721+1,854ADD
131BARCLAYS PLC$5.8M60,292−74,683TRIM
132PEREGRINE CAPITAL MANAGEMENT LLC$5.8M60,281−2,656TRIM
133FRANKLIN RESOURCES INC$5.6M58,783+5,824ADD
134STATE OF WISCONSIN INVESTMENT BOARD$5.6M58,523−6,400TRIM
135Long Road Investment Counsel, LLC$5.6M58,140+2,300ADD
136Cornerstone Advisors, LLC$5.4M56,562+56,562NEW
137YOUSIF CAPITAL MANAGEMENT, LLC$5.4M56,022−2,772TRIM
138CITIGROUP INC$5.3M55,425−121,733TRIM
139O'SHAUGHNESSY ASSET MANAGEMENT, LLC$5.1M53,721−10,788TRIM
140SCOTIA CAPITAL INC.$5.1M53,485−3,864TRIM
141PICTON MAHONEY ASSET MANAGEMENT$5.0M52,544+47,926ADD
142AQR CAPITAL MANAGEMENT LLC$4.9M51,054−18,680TRIM
143AMERICAN CENTURY COMPANIES INC$4.8M50,490+421ADD
144Alberta Investment Management Corp$4.8M49,801−36,299TRIM
145KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$4.6M48,035+2,318ADD
146MFF Capital Investments Ltd$4.6M47,847+36,000ADD
147COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.5M46,526+58ADD
148Creative Planning$4.4M46,389+797ADD
149Lansforsakringar Fondforvaltning AB (publ)$4.4M45,546+199ADD
150STATE OF MICHIGAN RETIREMENT SYSTEM$4.3M44,700+800ADD
151Man Group plc$4.3M44,578+18,253ADD
152Oliver Luxxe Assets LLC$4.2M43,643+12,260ADD
153Bridgewater Associates, LP$4.0M42,253+42,253NEW
154NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$4.0M41,600+54ADD
155OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.7M38,138+1,247ADD
156Blackstone Inc.$3.5M36,102+36,102NEW
157Cetera Investment Advisers$3.4M35,877−13,663TRIM
158Atria Investments, Inc$3.3M34,820+384ADD
159PALISADE CAPITAL MANAGEMENT, LP$3.3M34,288−7,027TRIM
160Ameritas Investment Partners, Inc.$3.3M34,208+177ADD
161New Age Alpha Advisors, LLC$3.0M31,385−735TRIM
162SEB Asset Management AB$3.0M31,371—NO PRIOR
163Utah Retirement Systems$2.9M30,120−500TRIM
164Swiss Life Asset Management Ltd$2.9M29,819−417TRIM
165FORMULA GROWTH LTD$2.7M27,708−2,555TRIM
166ARMSTRONG HENRY H ASSOCIATES INC$2.6M27,034+3,979ADD
1672Xideas AG$2.6M26,778+2,758ADD
168COMMERCE BANK$2.6M26,767+14,644ADD
169Investment Management Corp of Ontario$2.5M26,431+3,700ADD
170HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$2.5M25,900+25,900NEW
171BNP Paribas Asset Management Holding S.A.$2.4M25,391+21,552ADD
172Vanguard Personalized Indexing Management, LLC$2.4M25,373+339ADD
173XPONANCE LLC$2.3M23,517+4,955ADD
174BRIDGES INVESTMENT MANAGEMENT INC$2.0M21,363+1,336ADD
175US BANCORP \DE\$2.0M21,288+2,628ADD
176Mariner, LLC$2.0M20,766−2,388TRIM
177Corient Private Wealth LLC$2.0M20,802−23,154TRIM
178VOYA INVESTMENT MANAGEMENT LLC$2.0M20,425−7,484TRIM
179KORNITZER CAPITAL MANAGEMENT INC /KS$1.9M20,0000NO CHANGE
180NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$1.9M19,453+19,453NEW
181Y-Intercept (Hong Kong) Ltd$1.8M18,957+18,957NEW
182TRUIST FINANCIAL CORP$1.8M18,834+4,562ADD
183AXQ CAPITAL, LP$1.8M18,659+10,783ADD
184SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.8M18,374−40,447TRIM
185STEPHENS INC /AR/$1.7M18,248+15,373ADD
186FIRST TRUST ADVISORS LP$1.7M18,213−1,566TRIM
187POSTROCK PARTNERS LLC$1.7M17,7800NO CHANGE
188BENJAMIN EDWARDS INC$1.7M17,780+739ADD
189Genus Capital Management Inc.$1.7M17,750+17,750NEW
190Zurich Insurance Group Ltd/FI$1.7M17,6000NO CHANGE
191JANE STREET GROUP, LLC$1.7M17,345+9,677ADD
192Diversified Trust Co$1.6M16,786−12,318TRIM
193Burkett Asset Management Ltd$1.6M16,294−6,190TRIM
194Caprock Group, LLC$1.5M16,014+770ADD
195MANCHESTER FINANCIAL INC$1.5M15,306+444ADD
196Ascent Group, LLC$1.4M15,038−2,287TRIM
197PEAK6 LLC$1.4M14,909+14,909NEW
198MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.4M14,803−5,184TRIM
199Bank Julius Baer & Co. Ltd, Zurich$1.4M14,657−948TRIM
200Havemeyer Place LP$1.4M14,184+8,976ADD
201Crossmark Global Holdings, Inc.$1.3M13,843—NO PRIOR
202RITHOLTZ WEALTH MANAGEMENT$1.3M13,816−8,348TRIM
203PCJ Investment Counsel Ltd.$1.3M13,735−68,955TRIM
204SECURIAN ASSET MANAGEMENT, INC$1.3M13,687+155ADD
205CAPSTONE INVESTMENT ADVISORS, LLC$1.3M13,561+5,657ADD
206FEDERATED HERMES, INC.$1.3M13,439−3,986TRIM
207GUGGENHEIM CAPITAL LLC$1.3M13,243+9,440ADD
208Vestmark Advisory Solutions, Inc.$1.3M13,090+4,077ADD
209Kerrisdale Advisers, LLC$1.2M12,897+12,897NEW
210Avanza Fonder AB$1.2M9,0750NO CHANGE
211HighTower Advisors, LLC$1.2M12,510−1,389TRIM
212Pathstone Holdings, LLC$1.2M12,115+791ADD
213TWIN CAPITAL MANAGEMENT INC$1.1M11,994+213ADD
214Daiwa Securities Group Inc.$1.1M11,755+940ADD
215Legacy Wealth Asset Management, LLC$1.1M11,588+4,094ADD
216PUBLIC SECTOR PENSION INVESTMENT BOARD$1.1M11,434+643ADD
217Avior Wealth Management, LLC$1.1M11,398+747ADD
218QUADRANT CAPITAL GROUP LLC$1.1M11,328+326ADD
219Invst, LLC$1.1M11,206+11,206NEW
220PERSONAL CFO SOLUTIONS, LLC$1.1M11,192+96ADD
221OSAIC HOLDINGS, INC.$1.0M10,852+2,037ADD
222MML INVESTORS SERVICES, LLC$1.0M10,836−3,649TRIM
223Coyle Financial Counsel LLC$989K10,323−1,037TRIM
224QRG CAPITAL MANAGEMENT, INC.$954K9,948+1,419ADD
225Summit Trail Advisors, LLC$944K9,850+3,697ADD
226ROYAL LONDON ASSET MANAGEMENT LTD$868K9,0540NO CHANGE
227Maryland State Retirement & Pension System$864K9,0090NO CHANGE
228VICTORY CAPITAL MANAGEMENT INC$832K8,680+2,087ADD
229MERCER GLOBAL ADVISORS INC /ADV$804K8,386+2,184ADD
230Ensign Peak Advisors, Inc$793K8,300−1,200TRIM
231Concurrent Investment Advisors, LLC$755K7,880−474TRIM
232&PARTNERS$746K7,788−754TRIM
233EXCHANGE TRADED CONCEPTS, LLC$735K7,667+848ADD
234Tower Research Capital LLC (TRC)$724K7,554−792TRIM
235DIVERSIFIED MANAGEMENT INC$684K7,138+3,138ADD
236Osmosis Investment Management UK Ltd$670K6,986+6,986NEW
237MEMBERS WEALTH LLC$669K6,5150NO CHANGE
238Pinnacle Financial Partners, Inc.$637K6,650+51ADD
239Values First Advisors, Inc.$635K6,627+26ADD
240Sanctuary Advisors, LLC$622K6,486+1,805ADD
241Assenagon Asset Management S.A.$621K6,493−96TRIM
242Dynamic Advisor Solutions LLC$602K6,278+754ADD
243Ashton Thomas Private Wealth, LLC$595K6,208−121TRIM
244SHELTON CAPITAL MANAGEMENT$584K6,096−184TRIM
245Vident Advisory, LLC$581K6,057+403ADD
246Sterling Capital Management LLC$570K5,952−4,450TRIM
247Brooklyn Investment Group$569K5,940+2,706ADD
248SEEDS INVESTOR LLC$565K5,465+615ADD
249Mutual Advisors, LLC$563K5,871−139TRIM
250Ethic Inc.$555K5,787+1,813ADD
251Voya Financial Advisors, Inc.$549K5,804−548TRIM
252CIBC Bancorp USA Inc.$533K5,565—NO PRIOR
253ARISTEIA CAPITAL, L.L.C.$531K5,541+415ADD
254M&T BANK CORP$528K5,512−355TRIM
255Engineers Gate Manager LP$527K5,500+1,036ADD
256Curi Capital, LLC$524K5,471+16ADD
257NewEdge Advisors, LLC$521K5,431+5,431NEW
258XTX Topco Ltd$517K5,391−272TRIM
259North Dakota State Investment Board$513K5,357−1,180TRIM
260SIGNATUREFD, LLC$507K5,293+155ADD
261Callan Family Office, LLC$507K5,287−774TRIM
262Cumberland Partners Ltd$507K5,300+1,600ADD
263Harvest Portfolios Group Inc.$501K5,222+232ADD
264Magnetar Financial LLC$488K5,091−2,345TRIM
265Wilmington Savings Fund Society, FSB$477K4,980+30ADD
266CREDIT AGRICOLE S A$457K4,773+431ADD
267COMMONWEALTH EQUITY SERVICES, LLC$454K4,739−390TRIM
268PROFUND ADVISORS LLC$445K4,647+505ADD
269Laird Norton Wetherby Trust Company, LLC$435K4,542+536ADD
270Sequoia Financial Advisors, LLC$416K4,341−197TRIM
271UniSuper Management Pty Ltd$414K3,1000NO CHANGE
272Cerity Partners LLC$413K4,313+427ADD
273Meiji Yasuda Asset Management Co Ltd.$410K4,276+5ADD
274Sunpointe, LLC$410K4,2740NO CHANGE
275Naviter Wealth, LLC$399K4,162+2ADD
276WINTON GROUP Ltd$397K4,143+4,143NEW
277NewEdge Wealth, LLC$384K4,010+4,010NEW
278WEALTH ALLIANCE, LLC$376K3,928+186ADD
279Jefferies Financial Group Inc.$376K3,925+3,925NEW
280Parkside Financial Bank & Trust$373K3,895−29TRIM
281WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$369K3,754−1,712TRIM
282FIFTH THIRD BANCORP$363K3,791+1,670ADD
283Metis Global Partners, LLC$361K3,774−4TRIM
284iSAM Funds (UK) Ltd$360K3,754−6,842TRIM
285Savant Capital, LLC$358K3,730+379ADD
286Plato Investment Management Ltd$352K3,6770NO CHANGE
287Advisor OS, LLC$346K3,608−3,691TRIM
288Baron Wealth Management LLC$341K3,5530NO CHANGE
289EVERGREEN CAPITAL MANAGEMENT LLC$333K3,475−2,153TRIM
290Rockefeller Capital Management L.P.$332K3,460+1,148ADD
291Blueshift Asset Management, LLC$329K3,435+3,435NEW
292Chicago Partners Investment Group LLC$322K3,138+355ADD
293KEYBANK NATIONAL ASSOCIATION/OH$322K3,359−614TRIM
294ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$321K3,353+2,160ADD
295HB Wealth Management, LLC$307K3,198+461ADD
296Citizens Business Bank$269K2,8090NO CHANGE
297OSLO PENSJONSFORSIKRING AS$268K2,800—NO PRIOR
298Tidal Investments LLC$267K2,783−1,987TRIM
299Vise Technologies, Inc.$262K2,5510NO CHANGE
300USS Investment Management Ltd$259K2,696+2,696NEW
301Rafferty Asset Management, LLC$251K2,616−505TRIM
302Cypress Wealth Services, LLC$245K2,557+10ADD
303MGO ONE SEVEN LLC$244K2,544−1,066TRIM
304ASR Vermogensbeheer N.V.$241K2,5260NO CHANGE
305AE Wealth Management LLC$240K2,497+126ADD
306Ridgewood Investments LLC$236K2,463—NO PRIOR
307DV Trading LLC$236K2,458+1,758ADD
308UMB Bank, n.a.$232K2,425−126TRIM
309UNITED CAPITAL FINANCIAL ADVISORS, LLC$229K2,385+2,385NEW
310CWM, LLC$226K2,354+105ADD
311Kestra Advisory Services, LLC$225K2,353−529TRIM
312Farringdon Capital, Ltd.$224K2,335−1,251TRIM
313Candriam S.C.A.$222K2,320+199ADD
314Purpose Unlimited Inc.$221K2,336+2,135ADD
315Allianz Asset Management GmbH$217K2,266−7,345TRIM
316Kathmere Capital Management, LLC$216K2,251−1,139TRIM
317Paragon Capital Management Ltd$214K2,2320NO CHANGE
318Wedmont Private Capital$211K2,116+125ADD
319Net Worth Advisory Group$211K2,199−295TRIM
320SIMPLEX TRADING, LLC$209K2,180−635TRIM
321Envestnet Portfolio Solutions, Inc.$209K2,180−1,284TRIM
322PDS Planning, Inc$206K2,146+17ADD
323COLDSTREAM CAPITAL MANAGEMENT INC$206K2,144+58ADD
324SBI Okasan Asset Management Co.Ltd.$189K2,0000NO CHANGE
325Blue Trust, Inc.$186K1,936−83TRIM
326Smartleaf Asset Management LLC$183K1,942−388TRIM
327NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$160K1,672−149TRIM
328ARCADIA INVESTMENT MANAGEMENT CORP/MI$158K1,6500NO CHANGE
329Atlantic Union Bankshares Corp$154K1,6030NO CHANGE
330Addison Advisors LLC$149K1,556−8TRIM
331Archer Investment Corp$128K1,3370NO CHANGE
332Walleye Trading LLC$124K1,295+1,295NEW
333Asset Dedication, LLC$120K1,2490NO CHANGE
334HighMark Wealth Management LLC$115K1,2050NO CHANGE
335ASSETMARK, INC$106K1,111+369ADD
336Caitong International Asset Management Co., Ltd$105K1,092+1,091ADD
337MATHER GROUP, LLC.$98.2K1,025+1,025NEW
338WOLVERINE ASSET MANAGEMENT LLC$96.9K1,0110NO CHANGE
339TFC Financial Management, Inc.$95.9K1,0010NO CHANGE
340Axiom Investment Management LLC$76.4K797—NO PRIOR
341SFAM, LLC$76.4K7970NO CHANGE
342NISA INVESTMENT ADVISORS, LLC$63.3K660−375TRIM
343Murphy & Mullick Capital Management Corp$63.1K6580NO CHANGE
344Allworth Financial LP$58.1K606+402ADD
345Pinnacle Wealth Planning Services, Inc.$55.7K581+524ADD
346Arax Advisory Partners$53.6K559−86TRIM
347BEACON INVESTMENT ADVISORY SERVICES, INC.$48.9K510+510NEW
348Longview Financial Advisors LLC$47.6K4970NO CHANGE
349State of Wyoming$43.1K450−16TRIM
350Cassaday & Co Wealth Management LLC$43.1K450+450NEW
351Steward Partners Investment Advisory, LLC$42.5K444−82TRIM
352NATIXIS ADVISORS, LLC$38.2K398,299+370,384ADD
353MAI Capital Management$36.5K381−107TRIM
354Geneos Wealth Management Inc.$33.5K3500NO CHANGE
355Clearstead Advisors, LLC$33.4K348−724TRIM
356Eurizon Capital SGR S.p.A.$31.7K334+334NEW
357QV Investors Inc.$29.4K307,092−6,475TRIM
358MV CAPITAL MANAGEMENT, INC.$27.3K285+1ADD
359Manchester Capital Management LLC$27.2K284+2ADD
360TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$25.8K2700NO CHANGE
361Hilltop National Bank$23.3K243+243NEW
362Community Financial Services Group, LLC$21.1K218+218NEW
363SouthState Bank Corp$20.8K217+5ADD
364Bell Investment Advisors, Inc$17.1K178−34TRIM
365West Branch Capital LLC$16.8K1750NO CHANGE
366CONTRAVISORY INVESTMENT MANAGEMENT, INC.$15.3K160−72TRIM
367Meramec Financial Planners, LLC$13.7K1310NO CHANGE
368CENTRAL TRUST Co$11.2K1170NO CHANGE
369Valued Wealth Advisors LLC$10.4K1080NO CHANGE
370Fairman Group, LLC$9.9K1030NO CHANGE
371HHM Wealth Advisors, LLC$9.6K1000NO CHANGE
372Triumph Capital Management$9.4K98+86ADD
373NEW YORK STATE TEACHERS RETIREMENT SYSTEM$9.4K97,882−6,044TRIM
374JFS WEALTH ADVISORS, LLC$9.2K960NO CHANGE
375Owl Creek Wealth Partners LLC$9.1K95—NO PRIOR
376MEEDER ASSET MANAGEMENT INC$8.6K90−21TRIM
377Grove Bank & Trust$8.5K890NO CHANGE
378Accent Capital Management, LLC$7.8K81−310TRIM
379PRIVATE TRUST CO NA$7.7K800NO CHANGE
380Treasurer of the State of North Carolina$7.6K79,357+1,690ADD
381Frazier Financial Advisors, LLC$7.4K770NO CHANGE
382JNBA Financial Advisors$6.7K70+70NEW
383Mn Services Vermogensbeheer B.V.$6.7K70,0900NO CHANGE
384Kemnay Advisory Services Inc.$6.6K69+69NEW
385WOLFF WIESE MAGANA LLC$6.3K660NO CHANGE
386Marquette Asset Management, LLC$6.0K63−12TRIM
387Larson Financial Group LLC$6.0K63−98TRIM
388Mowery & Schoenfeld Wealth Management, LLC$5.8K60+60NEW
389Retirement Wealth Solutions LLC$5.7K59+13ADD
390TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$5.4K56,4060NO CHANGE
391Intentional Wealth Strategies, LLC$4.9K51—NO PRIOR
392True Wealth Design, LLC$4.4K46+20ADD
393EFG International AG$4.0K42+42NEW
394THRIVENT FINANCIAL FOR LUTHERANS$4.0K41,838+24ADD
395Private Wealth Management Group, LLC$3.9K41+41NEW
396Dogwood Wealth Management LLC$3.6K38+38NEW
397Tacita Capital Inc$3.4K36−167TRIM
398FINANCIAL CONSULATE, INC$3.4K35+29ADD
399Decker Retirement Planning Inc.$3.2K33+33NEW
400Beaird Harris Wealth Management, LLC$3.1K320NO CHANGE
401COUNTRY TRUST BANK$2.7K280NO CHANGE
402Medallion Wealth Advisors, LLC$2.6K27—NO PRIOR
403DekaBank Deutsche Girozentrale$2.5K26,3160NO CHANGE
404Cromwell Holdings LLC$2.5K260NO CHANGE
405Johnson Financial Group, Inc.$1.8K190NO CHANGE
406State of Alaska, Department of Revenue$1.8K18,5080NO CHANGE
407CVA Family Office, LLC$1.7K180NO CHANGE
408WPG Advisers, LLC$1.7K18+13ADD
409HRT FINANCIAL LP$1.6K16,531+10,829ADD
410Physician Wealth Advisors, Inc.$1.5K160NO CHANGE
411JONES FINANCIAL COMPANIES LLLP$1.2K13+13NEW
412Signature Equity Partners, LLC$1.2K12+12NEW
413CX Institutional$1.1K10,965+290ADD
414Claret Asset Management Corp$9029,407−23TRIM
415PARK AVENUE SECURITIES LLC$6987,287−586TRIM
416Spire Wealth Management$6777−1TRIM
417DiNuzzo Private Wealth, Inc.$67170NO CHANGE
418Caitlin John, LLC$67170NO CHANGE
419Rialto Wealth Management, LLC$4805+5NEW
420South Dakota Investment Council$4124,3000NO CHANGE
421Quaker Wealth Management, LLC$3844+1ADD
422American Capital Advisory, LLC$2883−1TRIM
423Transamerica Financial Advisors, LLC$2712−106TRIM
424Godfrey Financial Associates, Inc.$19220NO CHANGE
425Smithfield Trust Co$1151,2000NO CHANGE
426GHP Investment Advisors, Inc.$961+1NEW
427SBI Securities Co., Ltd.$9610NO CHANGE
428SJS Investment Consulting Inc.$961+1NEW
429Merrithew & Thorsten Inc$576000NO CHANGE
430Raleigh Capital Management Inc.$600NO CHANGE
431Capital Advisors, Ltd. LLC$554+20ADD
432Avion Wealth$445+5ADD
433NOMURA ASSET MANAGEMENT CO LTD$000NO CHANGE
434Harvest Fund Management Co., Ltd$03−584TRIM
435MANNING & NAPIER ADVISORS LLC——−2,439EXIT
436VANGUARD GROUP INC——−25,295,272EXIT
437FIRST COMMONWEALTH FINANCIAL CORP /PA/——−8,387EXIT
438MJP ASSOCIATES INC /ADV——−4,332EXIT
439HARBOUR INVESTMENTS, INC.——−89EXIT
440OSTERWEIS CAPITAL MANAGEMENT INC——−145EXIT
441KENSICO CAPITAL MANAGEMENT CORP——−433,900EXIT
442CIBC Private Wealth Group LLC——−6,772EXIT
443Orion Porfolio Solutions, LLC——−2,292EXIT
444NORGES BANK——−2,252,312EXIT
445J. Goldman & Co LP——−102,515EXIT
446Sigma Planning Corp——−8,416EXIT
447GTS SECURITIES LLC——−2,021EXIT
448Verition Fund Management LLC——−5,978EXIT
449TWO SIGMA ADVISERS, LP——−16,636EXIT
450DRW Securities, LLC——−3,304EXIT
451Independent Franchise Partners LLP——−1,151,798EXIT
452TCTC Holdings, LLC——−31EXIT
453JCIC Asset Management Inc.——−60EXIT
454Skandinaviska Enskilda Banken AB (publ)——−29,612EXIT
455Edgestream Partners, L.P.——−39,568EXIT
456Dynamic Technology Lab Private Ltd——−3,197EXIT
457LANDSCAPE CAPITAL MANAGEMENT, L.L.C.——−2,815EXIT
458HENGEHOLD CAPITAL MANAGEMENT LLC——−4,180EXIT
459Prospera Financial Services Inc——−3,296EXIT
460Focus Partners Wealth——−3,085EXIT
461HITE Hedge Asset Management LLC——−8,838EXIT
462Headlands Technologies LLC——−10,342EXIT
463FORSTA AP-FONDEN——−40,600EXIT
464Squarepoint Ops LLC——−15,845EXIT
465Clearstead Trust, LLC——−35EXIT
466Cordatus Wealth Management LLC——−3,263EXIT
467Lester Murray Antman dba SimplyRich——−21,610EXIT
468SeaCrest Wealth Management, LLC——−2,657EXIT
469ExodusPoint Capital Management, LP——−42,632EXIT
470GABLES CAPITAL MANAGEMENT INC.——−56EXIT
471Global Retirement Partners, LLC——−2,210EXIT
472Hardy Reed LLC——−2,001EXIT
473OneAscent Financial Services LLC——−2,353EXIT
474CBIZ Investment Advisory Services, LLC——−139EXIT
475Pacifica Partners Inc.——−18EXIT
476Concord Wealth Partners——−101EXIT
477DV EQUITIES, LLC——−100EXIT
478Optiver Holding B.V.——−480EXIT
479New Millennium Group LLC——−10EXIT
480SageView Advisory Group, LLC——−612EXIT
481Dunhill Financial, LLC——−4EXIT
482LBP AM SA——−26,836EXIT
483Central Pacific Bank - Trust Division——−363EXIT
484Bayforest Capital Ltd——−21EXIT
485OPTIMA CAPITAL LLC——−20EXIT
486Congruence Capital, LLC——−67,316EXIT
487Munich Reinsurance Co Stock Corp in Munich——−1,216EXIT
Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · RBA

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
1 Bridgewater Associates $4.0M held

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

Merged timeline of congressional filings and notable-manager moves on RBA
DateWhoChangeSize
2026-05-15Bridgewater Associates 13FNEW+42,253 sh
2026-05-15Moore Capital Management 13FTRIM−159,037 sh
2026-05-15Gotham Asset Management 13FTRIM−70,713 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

9 members of Congress disclosed RBA — 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).