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 ↗

SHOPIFY INC · CL A SUB VTG SHS · quarter ended 2026-03-31 · 7 members disclosed SHOP ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,258 holders are listed, largest first: 1,258
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $77.7B
holders whose share count rose or who opened the position (new + add), by shares: 608
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 268

Holders — quarter ended 2026-03-31

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

13F holders of SHOP ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	Capital International Investors	$5.9B	50,060,088	+11,716,933	ADD
2	FMR LLC	$5.4B	45,834,484	−2,168,593	TRIM
3	VANGUARD CAPITAL MANAGEMENT LLC	$4.0B	33,735,144	—	NO PRIOR
4	Capital World Investors	$4.0B	33,696,844	−14,125,861	TRIM
5	BAILLIE GIFFORD & CO	$3.4B	29,019,724	−2,184,288	TRIM
6	MORGAN STANLEY	$2.9B	24,704,666	−1,748,477	TRIM
7	ROYAL BANK OF CANADA	$2.6B	21,658,696	+1,923,145	ADD
8	FIL Ltd	$2.2B	18,226,469	−158,902	TRIM
9	JENNISON ASSOCIATES LLC	$1.9B	16,299,259	−2,667,148	TRIM
10	BANK OF MONTREAL /CAN/	$1.5B	13,053,711	+929,514	ADD
11	NATIONAL BANK OF CANADA /FI/	$1.5B	12,811,918	+3,394,298	ADD
12	ALLIANCEBERNSTEIN L.P.	$1.4B	8,813,928	+2,263,588	ADD
13	Capital Research Global Investors	$1.4B	11,641,932	+9,723,990	ADD
14	BANK OF AMERICA CORP /DE/	$1.3B	11,183,985	−297,606	TRIM
15	VANGUARD FIDUCIARY TRUST CO	$1.3B	10,774,862	—	NO PRIOR
16	Invesco Ltd.	$1.3B	10,647,635	−3,378,558	TRIM
17	1832 Asset Management L.P.	$1.2B	10,187,742	+2,374,324	ADD
18	MACKENZIE FINANCIAL CORP	$1.2B	9,946,334	−14,763	TRIM
19	TD ASSET MANAGEMENT INC	$1.1B	9,574,621	+860,859	ADD
20	WELLINGTON MANAGEMENT GROUP LLP	$1.1B	9,070,116	+2,617,851	ADD
21	SANDS CAPITAL MANAGEMENT, LLC	$1.1B	8,935,666	−570,370	TRIM
22	BlackRock, Inc.	$1.1B	8,887,516	−1,200,156	TRIM
23	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$998M	8,418,903	+660,198	ADD
24	CANADA PENSION PLAN INVESTMENT BOARD	$986M	8,312,252	−451,055	TRIM
25	FRANKLIN RESOURCES INC	$982M	8,272,377	−272,268	TRIM
26	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$789M	6,031,360	+138,527	ADD
27	Connor, Clark & Lunn Investment Management Ltd.	$758M	6,384,833	+182,560	ADD
28	Newlands Management Operations LLC	$750M	6,325,050	0	NO CHANGE
29	Legal & General Group Plc	$750M	6,344,182	−5,079	TRIM
30	POLEN CAPITAL MANAGEMENT LLC	$748M	6,306,740	−895,132	TRIM
31	WCM INVESTMENT MANAGEMENT, LLC	$747M	6,682,523	−18,156	TRIM
32	EDGEWOOD MANAGEMENT LLC	$720M	6,066,124	−133,335	TRIM
33	Nuveen, LLC	$603M	5,087,563	−1,013,398	TRIM
34	Vanguard Global Advisers, LLC	$584M	4,919,938	—	NO PRIOR
35	UBS Group AG	$561M	4,730,646	+1,903,352	ADD
36	BAMCO INC /NY/	$560M	4,718,230	+2,429,960	ADD
37	Artisan Partners Limited Partnership	$517M	4,362,111	−31,129	TRIM
38	CIBC Asset Management Inc	$511M	4,305,479	+24,951	ADD
39	Swiss National Bank	$488M	4,115,300	+876,100	ADD
40	Janus Henderson Group Ltd.	$479M	4,088,788	−334,622	TRIM
41	JANE STREET GROUP, LLC	$415M	3,497,721	+3,187,389	ADD
42	DEUTSCHE BANK AG\	$383M	3,232,952	−162,393	TRIM
43	Amundi	$380M	3,200,943	+84,971	ADD
44	BANK OF NOVA SCOTIA	$379M	3,196,004	+621,893	ADD
45	WELLS FARGO & COMPANY/MN	$365M	3,073,182	−312,222	TRIM
46	TORONTO DOMINION BANK	$362M	3,051,170	−142,889	TRIM
47	Clearbridge Investments, LLC	$361M	3,041,015	−1,126,252	TRIM
48	Federation des caisses Desjardins du Quebec	$345M	2,920,057	+650,291	ADD
49	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$323M	2,726,780	+102,004	ADD
50	SEI INVESTMENTS CO	$321M	2,704,618	+189,583	ADD
51	Mirova US LLC	$317M	2,671,242	−114,701	TRIM
52	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$267M	2,254,053	+1,735,732	ADD
53	ENVESTNET ASSET MANAGEMENT INC	$267M	2,251,187	+401,894	ADD
54	RAYMOND JAMES FINANCIAL INC	$261M	2,198,319	−37,642	TRIM
55	GILDER GAGNON HOWE & CO LLC	$256M	2,154,743	−23,653	TRIM
56	PICTON MAHONEY ASSET MANAGEMENT	$253M	2,135,617	+202,685	ADD
57	VANGUARD ASSET MANAGEMENT, Ltd	$253M	2,129,246	—	NO PRIOR
58	NORTHERN TRUST CORP	$216M	1,818,538	+44,928	ADD
59	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$208M	1,749,349	−508,441	TRIM
60	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$203M	1,713,564	+77,157	ADD
61	Strategy Capital LLC	$196M	1,649,987	+14,412	ADD
62	Ashe Capital Management, LP	$195M	1,647,738	−102,502	TRIM
63	Pictet Asset Management Holding SA	$192M	1,622,681	+258,222	ADD
64	Barton Investment Management	$190M	1,602,959	−37,467	TRIM
65	ProShare Advisors LLC	$184M	1,554,879	−344,753	TRIM
66	BROWN ADVISORY INC	$177M	1,490,532	−253,942	TRIM
67	LPL Financial LLC	$174M	1,465,785	+89,463	ADD
68	D. E. Shaw & Co., Inc.	$173M	1,454,594	+174,425	ADD
69	Polar Capital Holdings Plc	$171M	1,441,167	−237,626	TRIM
70	AMERICAN CENTURY COMPANIES INC	$168M	1,415,395	+344,063	ADD
71	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$165M	1,392,886	−18,835	TRIM
72	SCOTIA CAPITAL INC.	$155M	1,305,851	+144,674	ADD
73	TD Waterhouse Canada Inc.	$141M	1,194,385	+680,092	ADD
74	FIRST TRUST ADVISORS LP	$140M	1,177,120	+196,528	ADD
75	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$119M	1,001,408	−5,073,528	TRIM
76	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$119M	1,001,124	+1,001,124	NEW
77	Addenda Capital Inc.	$118M	717,191	+33,755	ADD
78	BNP Paribas Asset Management Holding S.A.	$117M	986,915	+147,167	ADD
79	Durable Capital Partners LP	$115M	971,814	−1,071,405	TRIM
80	Hudson Bay Capital Management LP	$113M	950,000	+24,303	ADD
81	Alberta Investment Management Corp	$110M	927,408	+339,310	ADD
82	Korea Investment CORP	$107M	905,594	−39,783	TRIM
83	Thrive Capital Management, LLC	$106M	895,817	+895,817	NEW
84	CITIGROUP INC	$106M	896,442	−440,218	TRIM
85	SUSQUEHANNA ADVISORS GROUP, INC.	$104M	878,600	+140,300	ADD
86	FEDERATED HERMES, INC.	$102M	861,411	−472,751	TRIM
87	MUFG Securities EMEA plc	$99.5M	840,000	+20,000	ADD
88	CIBC Bancorp USA Inc.	$98.0M	823,092	—	NO PRIOR
89	STATE STREET CORP	$95.3M	803,286	−16,255	TRIM
90	Capital International, Inc./CA/	$93.2M	785,358	+197,230	ADD
91	DIMENSIONAL FUND ADVISORS LP	$92.9M	783,064	+27,893	ADD
92	Capital International Sarl	$91.8M	774,152	+79,110	ADD
93	Allspring Global Investments Holdings, LLC	$91.4M	771,069	−22,656	TRIM
94	SCHRODER INVESTMENT MANAGEMENT GROUP	$87.8M	785,183	+5,390	ADD
95	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$80.2M	676,388	−538,645	TRIM
96	NEOS Investment Management LLC	$78.9M	665,331	+167,756	ADD
97	Stony Point Capital LLC	$74.9M	631,389	+90,073	ADD
98	APG Asset Management N.V.	$74.8M	726,577	+13,051	ADD
99	BLAIR WILLIAM & CO/IL	$74.4M	627,424	+16,691	ADD
100	Vanguard Investments Australia, Ltd.	$72.3M	609,073	—	NO PRIOR
101	Fiera Capital Corp	$72.1M	609,013	+595,014	ADD
102	PUBLIC SECTOR PENSION INVESTMENT BOARD	$72.0M	606,967	+13,409	ADD
103	Zurcher Kantonalbank (Zurich Cantonalbank)	$68.6M	578,057	+578,057	NEW
104	Rockefeller Capital Management L.P.	$68.1M	574,415	−417,573	TRIM
105	VOYA INVESTMENT MANAGEMENT LLC	$67.1M	566,044	−826,330	TRIM
106	NZS Capital, LLC	$65.3M	550,389	+171,061	ADD
107	GUARDIAN CAPITAL LP	$62.0M	523,837	+479,247	ADD
108	ROYAL LONDON ASSET MANAGEMENT LTD	$61.6M	519,347	+5,517	ADD
109	SurgoCap Partners LP	$61.2M	515,733	+167,602	ADD
110	STEADFAST CAPITAL MANAGEMENT LP	$56.2M	474,047	−601,609	TRIM
111	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$56.2M	473,885	+473,885	NEW
112	OSAIC HOLDINGS, INC.	$53.9M	454,787	−25,582	TRIM
113	Creative Planning	$52.2M	440,326	+30,945	ADD
114	CITADEL ADVISORS LLC	$49.9M	420,473	+241,221	ADD
115	LAZARD ASSET MANAGEMENT LLC	$49.6M	417,786	+244,125	ADD
116	Privium Fund Management B.V.	$48.3M	407,000	−3,000	TRIM
117	CAPITAL INTERNATIONAL LTD /CA/	$48.2M	406,664	+18,468	ADD
118	Ensign Peak Advisors, Inc	$48.2M	406,669	−22,586	TRIM
119	USS Investment Management Ltd	$47.8M	403,039	+211,299	ADD
120	STIFEL FINANCIAL CORP	$47.3M	399,060	−8,325	TRIM
121	STATE OF WISCONSIN INVESTMENT BOARD	$45.6M	385,530	−54,300	TRIM
122	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	$45.3M	382,078	−9,131	TRIM
123	Kinetic Partners Management, LP	$44.7M	377,026	+263,400	ADD
124	Cetera Investment Advisers	$44.2M	372,259	+44,336	ADD
125	Zurich Insurance Group Ltd/FI	$43.7M	368,059	−41,102	TRIM
126	Altshuler Shaham Ltd	$43.5M	366,338	−11,310	TRIM
127	AustralianSuper Pty Ltd	$43.4M	365,577	−189,752	TRIM
128	AMF Tjanstepension AB	$41.6M	350,833	+9,851	ADD
129	Advisors Asset Management, Inc.	$40.3M	339,637	−6,652	TRIM
130	TRUIST FINANCIAL CORP	$39.2M	330,166	−51,122	TRIM
131	COMMONWEALTH EQUITY SERVICES, LLC	$39.0M	328,846	+6,873	ADD
132	Allianz Asset Management GmbH	$38.9M	329,122	−102,759	TRIM
133	CASTLEARK MANAGEMENT LLC	$36.8M	310,590	−34,792	TRIM
134	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$36.3M	306,230	−2,032,867	TRIM
135	Man Group plc	$36.0M	303,851	+118,120	ADD
136	Mariner, LLC	$35.4M	299,120	+25,902	ADD
137	Northwest & Ethical Investments L.P.	$35.0M	295,174	+56,316	ADD
138	Lansforsakringar Fondforvaltning AB (publ)	$34.1M	288,334	+2,451	ADD
139	TUDOR INVESTMENT CORP ET AL	$33.1M	279,318	+279,318	NEW
140	Investment Management Corp of Ontario	$33.1M	279,188	+24,700	ADD
141	OPPENHEIMER ASSET MANAGEMENT INC.	$32.0M	270,112	−16,892	TRIM
142	Walleye Capital LLC	$31.6M	266,544	−1,144	TRIM
143	Cornerstone Capital, Inc.	$31.3M	263,825	+3,073	ADD
144	Harvest Portfolios Group Inc.	$31.1M	262,451	+111,909	ADD
145	HighTower Advisors, LLC	$30.2M	254,836	+47,122	ADD
146	BRISTOL JOHN W & CO INC /NY/	$30.2M	254,538	+254,538	NEW
147	AQR CAPITAL MANAGEMENT LLC	$29.1M	250,022	+19,669	ADD
148	INTACT INVESTMENT MANAGEMENT INC.	$29.1M	245,694	−20,060	TRIM
149	GUGGENHEIM CAPITAL LLC	$28.0M	235,720	−54,796	TRIM
150	Select Equity Group, L.P.	$28.0M	235,714	−362,933	TRIM
151	THORNBURG INVESTMENT MANAGEMENT INC	$27.7M	233,601	+96,322	ADD
152	Pathstone Holdings, LLC	$27.7M	233,548	+35,682	ADD
153	MILLENNIUM MANAGEMENT LLC	$27.6M	232,972	−26,986	TRIM
154	OSSIAM	$27.3M	230,280	−7,321	TRIM
155	Gavilan Investment Partners LLC	$27.3M	230,000	0	NO CHANGE
156	PRINCIPAL FINANCIAL GROUP INC	$26.3M	222,232	−69,628	TRIM
157	Quantinno Capital Management LP	$26.3M	221,747	+20,879	ADD
158	MML INVESTORS SERVICES, LLC	$26.2M	221,022	+29,599	ADD
159	ASSETMARK, INC	$26.0M	219,104	+5,521	ADD
160	SEB Asset Management AB	$25.7M	217,311	—	NO PRIOR
161	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$25.4M	214,449	+14,078	ADD
162	ThornTree Capital Partners LP	$25.1M	211,795	+211,795	NEW
163	Swiss Life Asset Management Ltd	$24.7M	208,643	+23,661	ADD
164	INTECH INVESTMENT MANAGEMENT LLC	$24.3M	205,375	−16,931	TRIM
165	BROWN CAPITAL MANAGEMENT LLC	$23.9M	201,723	−46,378	TRIM
166	Baker Avenue Asset Management, LP	$23.7M	200,132	+30,268	ADD
167	Manchester Global Management (UK) Ltd	$23.7M	199,956	+47,000	ADD
168	Ampersand Capital Group, L.P.	$23.7M	199,763	+15,000	ADD
169	Islander Capital Partners, L.P.	$23.2M	196,000	+72,742	ADD
170	Varma Mutual Pension Insurance Co	$22.6M	191,408	0	NO CHANGE
171	D.A. DAVIDSON & CO.	$22.3M	188,072	+12,183	ADD
172	Focus Partners Wealth	$22.0M	184,788	−19,922	TRIM
173	NISSAY ASSET MANAGEMENT CORP /JAPAN	$21.9M	184,696	+184,696	NEW
174	Maryland State Retirement & Pension System	$21.4M	180,494	+2,140	ADD
175	Nippon Life Global Investors Americas, Inc.	$21.0M	177,070	+177,070	NEW
176	ODDO BHF ASSET MANAGEMENT SAS	$20.3M	122,698	0	NO CHANGE
177	Bank Pictet & Cie (Europe) AG	$19.9M	167,956	+167,956	NEW
178	Daiwa Securities Group Inc.	$19.4M	163,192	−8,608	TRIM
179	HSBC HOLDINGS PLC	$18.6M	157,728	−599,368	TRIM
180	Baird Financial Group, Inc.	$18.5M	156,201	+156,201	NEW
181	Triasima Portfolio Management inc.	$18.4M	155,216	−27,122	TRIM
182	WELCH & FORBES LLC	$18.2M	153,531	+597	ADD
183	Gryphon Financial Partners LLC	$18.1M	152,807	+5,154	ADD
184	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$17.9M	150,745	+133,415	ADD
185	Ilex Capital Partners (UK) LLP	$17.7M	148,896	+75,150	ADD
186	Apollon Wealth Management, LLC	$17.6M	148,676	−850	TRIM
187	Sanctuary Advisors, LLC	$17.5M	147,911	−18,851	TRIM
188	Arthedge Capital Management, LLC	$17.4M	146,600	0	NO CHANGE
189	Danica Pension, Livsforsikringsaktieselskab	$17.3M	104,931	+104,931	NEW
190	Gerber Kawasaki Wealth & Investment Management	$17.0M	143,282	+100,981	ADD
191	Vestmark Advisory Solutions, Inc.	$17.0M	142,909	+10,051	ADD
192	NOMURA HOLDINGS INC	$16.9M	142,866	−62,838	TRIM
193	Generali Asset Management SPA SGR	$16.8M	101,482	+26,888	ADD
194	TREMBLANT CAPITAL GROUP	$16.4M	138,433	−22,859	TRIM
195	Dash Acquisitions Inc.	$16.3M	120,640	+8,193	ADD
196	Marcho Partners LLP	$16.3M	137,158	+24,441	ADD
197	SHELTON CAPITAL MANAGEMENT	$16.2M	136,158	−3,255	TRIM
198	Carnegie Investment Counsel	$16.1M	135,824	+19,162	ADD
199	TRILLIUM ASSET MANAGEMENT, LLC	$16.1M	135,650	−4,497	TRIM
200	Utah Retirement Systems	$15.9M	134,122	−1,359	TRIM
201	WINTON GROUP Ltd	$15.7M	132,133	+82,975	ADD
202	Steadview Capital Management LLC	$15.2M	128,559	−123,995	TRIM
203	Atria Investments, Inc	$15.2M	128,006	−33,382	TRIM
204	Cerity Partners LLC	$15.1M	127,684	+484	ADD
205	Equitable Holdings, Inc.	$15.0M	95,051	+5,619	ADD
206	SteelPeak Wealth, LLC	$15.0M	126,682	+6,587	ADD
207	Corient Private Wealth LLC	$14.8M	131,570	−913,920	TRIM
208	Baltimore-Washington Financial Advisors, Inc.	$14.8M	124,508	+7,782	ADD
209	TWO SIGMA INVESTMENTS, LP	$14.7M	124,170	+88,983	ADD
210	Cresset Asset Management, LLC	$14.4M	121,700	−8,694	TRIM
211	READYSTATE ASSET MANAGEMENT LP	$14.3M	120,412	+120,412	NEW
212	Texas Yale Capital Corp.	$14.0M	118,092	+500	ADD
213	GLENMEDE TRUST CO NA	$13.7M	115,368	−5,048	TRIM
214	AIA Group Ltd	$13.1M	110,456	−22,249	TRIM
215	TOCQUEVILLE ASSET MANAGEMENT L.P.	$13.0M	109,740	−1,450	TRIM
216	Mitsubishi UFJ Asset Management Co., Ltd.	$12.9M	108,394	+1,172	ADD
217	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$12.5M	105,792	−105,276	TRIM
218	Tower Research Capital LLC (TRC)	$12.5M	105,673	+43,957	ADD
219	Rafferty Asset Management, LLC	$12.4M	104,782	+24,012	ADD
220	Kestra Advisory Services, LLC	$12.3M	103,926	+7,013	ADD
221	Voleon Capital Management LP	$12.3M	103,658	+49,174	ADD
222	Capital Group Private Client Services, Inc.	$12.2M	102,992	+19,846	ADD
223	MARKEL GROUP INC.	$12.2M	102,750	0	NO CHANGE
224	Nepsis Inc.	$12.1M	102,338	+3,263	ADD
225	STATE OF MICHIGAN RETIREMENT SYSTEM	$11.8M	99,800	−17,400	TRIM
226	LBP AM SA	$11.8M	99,711	0	NO CHANGE
227	Freestone Grove Partners LP	$11.6M	98,125	+95,785	ADD
228	Yarbrough Capital, LLC	$11.6M	97,488	−14,730	TRIM
229	SIERRA SUMMIT ADVISORS LLC	$11.5M	97,102	+3,767	ADD
230	Y-Intercept (Hong Kong) Ltd	$11.3M	95,606	+95,606	NEW
231	Candriam S.C.A.	$11.3M	95,388	−43,617	TRIM
232	Insight Holdings Group, LLC	$11.2M	94,660	+66,130	ADD
233	Dana Investment Advisors, Inc.	$11.2M	94,521	+91,849	ADD
234	CREDIT AGRICOLE S A	$11.2M	94,505	+547	ADD
235	Asset Management One Co., Ltd.	$11.2M	94,489	−460	TRIM
236	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$11.1M	162,753	+16,597	ADD
237	Covenant Asset Management, LLC	$11.1M	93,489	−2,958	TRIM
238	Venture Visionary Partners LLC	$11.0M	92,755	+6,825	ADD
239	MERCER GLOBAL ADVISORS INC /ADV	$10.9M	92,135	+24,057	ADD
240	Lido Advisors, LLC	$10.9M	91,629	−25,872	TRIM
241	Telemark Asset Management, LLC	$10.7M	90,000	−40,000	TRIM
242	Capital Group Investment Management Pte. Ltd.	$10.6M	89,672	+4,805	ADD
243	NewEdge Advisors, LLC	$10.6M	88,957	+88,957	NEW
244	Qube Research & Technologies Ltd	$10.5M	88,254	−5,188	TRIM
245	&PARTNERS	$10.5M	88,165	+941	ADD
246	EXCHANGE TRADED CONCEPTS, LLC	$10.1M	84,915	+47,333	ADD
247	NOMURA ASSET MANAGEMENT CO LTD	$10.0M	84,656	−6,755	TRIM
248	Trexquant Investment LP	$9.9M	83,408	+83,408	NEW
249	M&T BANK CORP	$9.8M	82,490	+1,408	ADD
250	Mubadala Investment Co PJSC	$9.8M	82,302	+82,302	NEW
251	IMC-Chicago, LLC	$9.7M	81,570	+65,643	ADD
252	ATALANTA SOSNOFF CAPITAL, LLC	$9.5M	80,155	+32,176	ADD
253	Purpose Unlimited Inc.	$9.5M	80,001	+19,226	ADD
254	PROFUND ADVISORS LLC	$9.3M	78,688	−17,598	TRIM
255	MMBG INVESTMENT ADVISORS CO.	$9.2M	77,735	+77,735	NEW
256	Bank Julius Baer & Co. Ltd, Zurich	$9.1M	78,426	−6,845	TRIM
257	Lombard Odier Asset Management (Switzerland) SA	$9.0M	75,908	+4,200	ADD
258	EFG International AG	$9.0M	75,832	−5,364	TRIM
259	PCJ Investment Counsel Ltd.	$8.9M	74,860	+4,150	ADD
260	NATIXIS	$8.9M	74,851	+16,802	ADD
261	Vident Advisory, LLC	$8.7M	73,405	+1	ADD
262	Osmosis Investment Management UK Ltd	$8.7M	73,198	+2,872	ADD
263	Americana Partners, LLC	$8.6M	72,766	+23,458	ADD
264	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$8.5M	71,866	−3,309	TRIM
265	Calamos Advisors LLC	$8.5M	71,855	+31,251	ADD
266	Third View Private Wealth, LLC	$8.4M	70,697	+4,826	ADD
267	Saba Capital Management, L.P.	$8.4M	70,576	+42,297	ADD
268	WCG Wealth Advisors LLC	$8.2M	69,383	−1,766	TRIM
269	NorthCrest Asset Manangement, LLC	$8.1M	68,631	−30,617	TRIM
270	Rakuten Investment Management, Inc.	$8.1M	72,434	+6,442	ADD
271	EULAV Asset Management	$8.1M	68,000	−12,000	TRIM
272	XTX Topco Ltd	$8.0M	67,862	+56,718	ADD
273	Cornerstone Advisors, LLC	$8.0M	67,520	+35,940	ADD
274	PRUDENTIAL PLC	$8.0M	67,430	−4,059	TRIM
275	Callan Family Office, LLC	$7.9M	66,867	+6,363	ADD
276	Black Swift Group, LLC	$7.8M	65,625	+50,075	ADD
277	US BANCORP \DE\	$7.7M	65,150	−21,294	TRIM
278	Fortis Capital Management LLC	$7.6M	64,241	−2,346	TRIM
279	Faithward Advisors, LLC	$7.5M	63,447	−440	TRIM
280	NLB Skladi, upravljanje premozenja, d.o.o.	$7.3M	61,840	−11,610	TRIM
281	Vanguard Personalized Indexing Management, LLC	$7.3M	61,356	−2,941	TRIM
282	ALLIANZ SE	$7.2M	60,617	+37	ADD
283	BANK OF NOVA SCOTIA TRUST CO	$7.2M	60,328	+2,500	ADD
284	COMMERCE BANK	$7.1M	60,249	+2,133	ADD
285	Tidal Investments LLC	$7.1M	60,088	−8,302	TRIM
286	JCIC Asset Management Inc.	$7.0M	59,237	+1,269	ADD
287	Headlands Technologies LLC	$7.0M	58,958	+58,958	NEW
288	Aviso Financial Inc.	$7.0M	58,686	+11,910	ADD
289	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$6.9M	58,490	+58,490	NEW
290	OMERS ADMINISTRATION Corp	$6.9M	58,044	+9,096	ADD
291	Torrey Growth & Income Advisors	$6.8M	59,219	+390	ADD
292	NewEdge Wealth, LLC	$6.8M	57,623	+1,282	ADD
293	Beacon Pointe Advisors, LLC	$6.7M	56,293	+8,178	ADD
294	DNCA FINANCE	$6.5M	55,000	+55,000	NEW
295	OPPENHEIMER & CO INC	$6.5M	54,476	+9,875	ADD
296	IEQ CAPITAL, LLC	$6.4M	54,295	−2,328	TRIM
297	Weaver Capital Management LLC	$6.4M	54,246	−1,265	TRIM
298	HUB Investment Partners, LLC	$6.3M	53,364	+614	ADD
299	Synergy Financial Group, LTD	$6.3M	52,756	−1,526	TRIM
300	Kovack Advisors, Inc.	$6.2M	52,385	−283	TRIM
301	12 West Capital Management LP	$6.2M	52,000	+52,000	NEW
302	DIVERSIFY WEALTH MANAGEMENT, LLC	$6.2M	50,770	+14,905	ADD
303	Optiver Holding B.V.	$6.0M	50,323	−42,554	TRIM
304	SIGNATUREFD, LLC	$5.8M	49,132	−4,968	TRIM
305	Engineers Gate Manager LP	$5.8M	48,868	+48,868	NEW
306	Steward Partners Investment Advisory, LLC	$5.8M	48,835	−4,089	TRIM
307	KESTRA PRIVATE WEALTH SERVICES, LLC	$5.8M	48,568	−155	TRIM
308	BENJAMIN EDWARDS INC	$5.7M	47,692	+3,176	ADD
309	Vise Technologies, Inc.	$5.5M	34,444	0	NO CHANGE
310	KR Capital LP	$5.5M	46,425	—	NO PRIOR
311	AE Wealth Management LLC	$5.5M	46,091	+1,520	ADD
312	CHOREO, LLC	$5.4M	45,775	−87	TRIM
313	Robeco Institutional Asset Management B.V.	$5.4M	45,670	−543,000	TRIM
314	Private Advisor Group, LLC	$5.4M	45,489	−3,163	TRIM
315	Norinchukin Bank, The	$5.3M	45,004	+4,161	ADD
316	OAK RIDGE INVESTMENTS LLC	$5.3M	44,332	+1,409	ADD
317	FLAGSHIP HARBOR ADVISORS, LLC	$5.2M	44,149	+44,149	NEW
318	GATEWAY INVESTMENT ADVISERS LLC	$5.2M	43,946	−6,865	TRIM
319	ARTHUR M. COHEN & ASSOCIATES, LLC	$5.2M	43,863	−313	TRIM
320	Orion Porfolio Solutions, LLC	$5.2M	43,809	−21,361	TRIM
321	Sepio Capital, LP	$5.2M	43,797	+3,045	ADD
322	Infusive Asset Management Inc.	$5.2M	43,611	+9,374	ADD
323	Blackstone Inc.	$5.2M	43,524	+43,524	NEW
324	BAILARD, INC.	$5.1M	43,392	+18	ADD
325	NORDEA INVESTMENT MANAGEMENT AB	$5.0M	43,761	+11,443	ADD
326	Metis Global Partners, LLC	$4.9M	41,144	−3,712	TRIM
327	STEPHENS INC /AR/	$4.7M	39,940	+1,712	ADD
328	Laird Norton Wetherby Trust Company, LLC	$4.7M	39,634	−411	TRIM
329	NIGHTVIEW CAPITAL, LLC	$4.7M	39,574	+39,574	NEW
330	ALERUS FINANCIAL NA	$4.7M	39,251	−5,384	TRIM
331	E Fund Management Co., Ltd.	$4.6M	39,066	—	NO PRIOR
332	Assenagon Asset Management S.A.	$4.6M	39,167	−638,344	TRIM
333	Merit Financial Group, LLC	$4.6M	38,968	+6,279	ADD
334	Connective Capital Management, LLC	$4.6M	38,913	+38,913	NEW
335	Octahedron Capital Management L.P.	$4.6M	38,700	+38,700	NEW
336	PITTENGER & ANDERSON INC	$4.6M	38,670	−110	TRIM
337	DEEPWATER ASSET MANAGEMENT, LLC	$4.5M	37,902	+37,902	NEW
338	FIFTH THIRD BANCORP	$4.4M	37,355	+150	ADD
339	Mitsubishi UFJ Trust & Banking Corp	$4.4M	36,800	+7,600	ADD
340	Portside Wealth Group, LLC	$4.4M	36,749	−9,475	TRIM
341	Prairie Wealth Advisors, Inc.	$4.3M	0	0	NO CHANGE
342	J.W. COLE ADVISORS, INC.	$4.3M	36,009	+121	ADD
343	Castlefield Investment Partners LLP	$4.2M	35,785	+35,785	NEW
344	Independent Solutions Wealth Management, LLC	$4.2M	35,261	−850	TRIM
345	Gibbs Wealth Management	$4.1M	34,606	+8,384	ADD
346	Capula Management Ltd	$4.1M	34,189	+21,830	ADD
347	Empowered Funds, LLC	$4.0M	33,886	+1,703	ADD
348	Global Wealth Management Investment Advisory, Inc.	$4.0M	33,762	+12,031	ADD
349	ING GROEP NV	$3.9M	32,702	+5,045	ADD
350	QUADRANT CAPITAL GROUP LLC	$3.9M	32,603	−271	TRIM
351	RITHOLTZ WEALTH MANAGEMENT	$3.9M	32,601	−155	TRIM
352	UniSuper Management Pty Ltd	$3.8M	23,300	0	NO CHANGE
353	Compound Planning, Inc.	$3.8M	32,249	−856	TRIM
354	GC Wealth Management RIA, LLC	$3.8M	32,015	−12,316	TRIM
355	AZZAD ASSET MANAGEMENT INC /ADV	$3.7M	31,527	−202	TRIM
356	Transamerica Financial Advisors, LLC	$3.7M	31,386	−904	TRIM
357	Laurion Capital Management LP	$3.6M	30,619	−6,097	TRIM
358	Sequoia Financial Advisors, LLC	$3.6M	30,599	+8,030	ADD
359	Wealthfront Advisers LLC	$3.6M	30,397	+4,638	ADD
360	DIKER MANAGEMENT LLC	$3.6M	30,000	+10,000	ADD
361	Snowden Capital Advisors LLC	$3.5M	29,761	−2,499	TRIM
362	Crossmark Global Holdings, Inc.	$3.5M	29,703	—	NO PRIOR
363	Genus Capital Management Inc.	$3.5M	29,708	−83,648	TRIM
364	SIG North Trading, ULC	$3.5M	29,413	+14,250	ADD
365	Prospera Financial Services Inc	$3.5M	29,282	−34,948	TRIM
366	Envestnet Portfolio Solutions, Inc.	$3.4M	29,046	−13,310	TRIM
367	Kingsview Wealth Management, LLC	$3.4M	28,864	−3,413	TRIM
368	Vontobel Holding Ltd.	$3.4M	28,796	−30,306	TRIM
369	Concurrent Investment Advisors, LLC	$3.4M	28,399	−15,685	TRIM
370	NORDEN GROUP LLC	$3.4M	28,397	+313	ADD
371	Asset One Wealth Management LLC	$3.3M	24,824	−557	TRIM
372	ASR Vermogensbeheer N.V.	$3.2M	27,360	0	NO CHANGE
373	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$3.2M	27,190	−3,001	TRIM
374	B & T Capital Management DBA Alpha Capital Management	$3.2M	27,130	−674	TRIM
375	Strategic Advisors LLC	$3.2M	27,007	−1,789	TRIM
376	Summit Financial, LLC	$3.2M	26,793	−2,767	TRIM
377	Bleakley Financial Group, LLC	$3.2M	26,745	+6	ADD
378	Biondo Investment Advisors, LLC	$3.2M	26,604	+410	ADD
379	MONTRUSCO BOLTON INVESTMENTS INC.	$3.1M	26,612	−11,500	TRIM
380	Legal Advantage Investments, Inc.	$3.1M	26,310	+25	ADD
381	Stratos Wealth Partners, LTD.	$3.1M	25,996	+7,744	ADD
382	WORLDQUANT MILLENNIUM ADVISORS LLC	$3.1M	25,889	−12,354	TRIM
383	RFG Advisory, LLC	$3.0M	25,701	+7,099	ADD
384	PEAK6 LLC	$3.0M	25,328	−150,300	TRIM
385	Prasad Wealth Partners, LLC	$3.0M	25,241	+790	ADD
386	Intellectus Partners, LLC	$2.9M	24,811	+1,808	ADD
387	PRINCIPAL SECURITIES, INC.	$2.9M	24,774	+6,751	ADD
388	Mutual Advisors, LLC	$2.9M	24,130	+2,314	ADD
389	Palidye Holdings (Caymans) Ltd	$2.8M	23,684	−1,444	TRIM
390	Quadrature Capital Ltd	$2.8M	23,600	−334,100	TRIM
391	World Investment Advisors	$2.7M	23,095	−4,232	TRIM
392	Clear Harbor Asset Management, LLC	$2.7M	22,894	+22,894	NEW
393	TWO SIGMA SECURITIES, LLC	$2.7M	22,844	+22,844	NEW
394	Savant Capital, LLC	$2.7M	22,786	−957	TRIM
395	PARSONS CAPITAL MANAGEMENT INC/RI	$2.7M	22,745	+21,270	ADD
396	Investment Insight Wealth Management, LLC	$2.7M	22,674	+40	ADD
397	Focus Financial Network, Inc.	$2.6M	22,190	+2,765	ADD
398	United Advisor Group, LLC	$2.5M	21,462	−626	TRIM
399	Grove Bank & Trust	$2.5M	21,398	+248	ADD
400	EP Wealth Advisors, LLC	$2.5M	21,248	+8,532	ADD
401	Allworth Financial LP	$2.5M	21,101	+682	ADD
402	LMR Partners LLP	$2.5M	21,042	0	NO CHANGE
403	ELEVATION POINT WEALTH PARTNERS, LLC	$2.5M	21,018	+12,814	ADD
404	Verdence Capital Advisors LLC	$2.5M	20,896	+5,022	ADD
405	INSIGNEO ADVISORY SERVICES, LLC	$2.5M	20,721	−2,801	TRIM
406	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	$2.4M	20,516	−4,209	TRIM
407	ALPS ADVISORS INC	$2.4M	20,405	+233	ADD
408	ICICI Prudential Asset Management Co Ltd	$2.4M	20,318	+697	ADD
409	INTEGRITY ALLIANCE, LLC.	$2.4M	20,118	−2,950	TRIM
410	Sigma Planning Corp	$2.4M	20,040	−6,613	TRIM
411	CWM, LLC	$2.3M	19,785	−1,990	TRIM
412	Weinberger Asset Management, Inc	$2.3M	19,665	0	NO CHANGE
413	Centiva Capital, LP	$2.3M	19,564	+19,564	NEW
414	MSA Advisors, LLC	$2.3M	19,500	+19,500	NEW
415	INDEPENDENT FINANCIAL GROUP, LLC	$2.3M	19,493	—	NO PRIOR
416	Financial Perspectives, Inc	$2.2M	18,858	0	NO CHANGE
417	Chicago Partners Investment Group LLC	$2.2M	16,799	+686	ADD
418	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$2.2M	18,703	+4,144	ADD
419	CAP Partners, LLC	$2.2M	18,661	+74	ADD
420	INTERCAPITAL, LLC	$2.2M	18,595	+9,000	ADD
421	Central Pacific Bank - Trust Division	$2.2M	18,552	+10,621	ADD
422	Clearstead Advisors, LLC	$2.2M	18,494	+10,582	ADD
423	Three Seasons Wealth, LLC	$2.2M	18,489	+7,502	ADD
424	Caprock Group, LLC	$2.2M	18,481	+331	ADD
425	Rare Wolf Capital LLC	$2.2M	18,477	+6,653	ADD
426	Element Squared LLC	$2.2M	18,444	+11,513	ADD
427	BetterWealth, LLC	$2.2M	18,317	+18,317	NEW
428	CABOT WEALTH MANAGEMENT INC	$2.1M	18,088	−1,886	TRIM
429	Cypress Wealth Services, LLC	$2.1M	18,057	−380	TRIM
430	Independent Advisor Alliance	$2.1M	18,031	−3,941	TRIM
431	PERSONAL CFO SOLUTIONS, LLC	$2.1M	17,748	+1,880	ADD
432	Aster Capital Management (DIFC) Ltd	$2.1M	21,952	+21,952	NEW
433	Wealthspire Advisors, LLC	$2.1M	17,623	−2,737	TRIM
434	Baer Investment Advisory LLC	$2.1M	17,359	+6,856	ADD
435	Avestar Capital, LLC	$2.0M	17,217	+1,485	ADD
436	MONTAG A & ASSOCIATES INC	$2.0M	17,078	−680	TRIM
437	SWS Partners	$2.0M	17,069	+449	ADD
438	Gotham Asset Management, LLC	$2.0M	17,014	+2,727	ADD
439	Aristotle Atlantic Partners, LLC	$2.0M	16,961	+1,922	ADD
440	NorthCoast Asset Management LLC	$2.0M	16,475	+986	ADD
441	Simplicity Wealth,LLC	$1.9M	16,219	−1,690	TRIM
442	Procyon Advisors, LLC	$1.9M	16,164	−440	TRIM
443	Malaga Cove Capital, LLC	$1.9M	16,031	+1,550	ADD
444	UHLMANN PRICE SECURITIES, LLC	$1.9M	16,003	−196	TRIM
445	LEVEL FOUR ADVISORY SERVICES, LLC	$1.9M	15,824	−993	TRIM
446	CAPITAL ADVISORS INC/OK	$1.9M	15,788	+7,595	ADD
447	SummitTX Capital, L.P.	$1.8M	15,410	+8,260	ADD
448	Sumitomo Mitsui DS Asset Management Company, Ltd	$1.8M	15,243	+334	ADD
449	MAI Capital Management	$1.8M	15,230	+1,694	ADD
450	REGIONS FINANCIAL CORP	$1.8M	14,966	−7,155	TRIM
451	Arkfeld Wealth Strategies, L.L.C.	$1.8M	13,897	−1,333	TRIM
452	HARRELL INVESTMENT PARTNERS, LLC	$1.7M	14,632	+98	ADD
453	EVENTIDE ASSET MANAGEMENT, LLC	$1.7M	14,718	−168	TRIM
454	Annis Gardner Whiting Capital Advisors, LLC	$1.7M	14,553	+185	ADD
455	GABLES CAPITAL MANAGEMENT INC.	$1.7M	14,540	+2,120	ADD
456	Ted Buchan & Co	$1.7M	14,465	+376	ADD
457	U.S. Capital Wealth Advisors, LLC	$1.7M	14,440	+10,534	ADD
458	MISSION WEALTH MANAGEMENT, LP	$1.7M	14,403	−334	TRIM
459	Huntleigh Advisors, Inc.	$1.7M	14,325	−1,450	TRIM
460	Empower Advisory Group, LLC	$1.7M	14,197	−2,439	TRIM
461	WT Wealth Management	$1.7M	14,074	+14,074	NEW
462	Fideuram Asset Management (Ireland) dac	$1.7M	9,078	+9,078	NEW
463	Institute for Wealth Management, LLC.	$1.7M	13,985	+4,660	ADD
464	Waverly Advisors, LLC	$1.7M	13,929	+1,957	ADD
465	GREAT VALLEY ADVISOR GROUP, INC.	$1.6M	13,832	−1,628	TRIM
466	EVERGREEN CAPITAL MANAGEMENT LLC	$1.6M	13,798	−690	TRIM
467	Dynasty Wealth Management, LLC	$1.6M	13,777	−2,347	TRIM
468	Avior Wealth Management, LLC	$1.6M	13,727	−750	TRIM
469	CORRADO ADVISORS, LLC	$1.6M	13,400	0	NO CHANGE
470	Ausdal Financial Partners, Inc.	$1.6M	13,371	−648	TRIM
471	Norris Financial Group, LLC	$1.6M	13,368	—	NO PRIOR
472	MGO ONE SEVEN LLC	$1.6M	13,147	−726	TRIM
473	WATERSHED PRIVATE WEALTH LLC	$1.6M	13,130	−583	TRIM
474	Truvestments Capital LLC	$1.6M	13,122	+143	ADD
475	State of Wyoming	$1.5M	13,064	+1,210	ADD
476	ASHTON THOMAS SECURITIES, LLC	$1.5M	13,029	+13,029	NEW
477	Aptus Capital Advisors, LLC	$1.5M	13,027	+381	ADD
478	Sowell Financial Services LLC	$1.5M	12,995	−3,174	TRIM
479	Pine Valley Investments Ltd Liability Co	$1.5M	12,967	+743	ADD
480	COLDSTREAM CAPITAL MANAGEMENT INC	$1.5M	12,943	+109	ADD
481	PenderFund Capital Management Ltd.	$1.5M	12,800	+12,800	NEW
482	Cache Advisors, LLC	$1.5M	9,193	+660	ADD
483	MEANS INVESTMENT CO., INC.	$1.5M	12,778	−425	TRIM
484	SCS Capital Management LLC	$1.5M	12,737	−1,022	TRIM
485	Signal Advisors Wealth, LLC	$1.5M	12,606	−902	TRIM
486	CONWAY CAPITAL MANAGEMENT, INC.	$1.5M	12,530	−500	TRIM
487	EVOKE WEALTH, LLC	$1.5M	12,293	−2,641	TRIM
488	Oder Investment Management, LLC	$1.4M	12,163	−409	TRIM
489	Intrinsic Value Partners, LLC	$1.4M	12,019	−100	TRIM
490	OneDigital Investment Advisors LLC	$1.4M	11,952	−1,950	TRIM
491	Savvy Advisors, Inc.	$1.4M	11,937	+7,125	ADD
492	DAVENPORT & Co LLC	$1.4M	11,904	−5,931	TRIM
493	STABLEFORD CAPITAL II LLC	$1.4M	11,866	+11,866	NEW
494	EARNED WEALTH ADVISORS, LLC	$1.4M	11,727	+4,400	ADD
495	PARNASSUS INVESTMENTS, LLC	$1.4M	11,683	+11,683	NEW
496	Perennial Investment Advisors, LLC	$1.4M	11,611	−1,305	TRIM
497	Verition Fund Management LLC	$1.4M	11,608	−88,642	TRIM
498	Strong Retirement Solutions LLC	$1.4M	11,429	−515	TRIM
499	HB Wealth Management, LLC	$1.4M	11,382	−10	TRIM
500	Clare Market Investments LLC	$1.3M	11,320	—	NO PRIOR

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

Congress ↔ notable managers · SHOP

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 Tudor Investment Corp, Gotham Asset Management $35.2M held
Trimming: 3 Moore Capital Management, Soros Fund Management, Caxton Associates $810K held

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

Merged timeline of congressional filings and notable-manager moves on SHOP
Date	Who	Change	Size
2026-05-15	Tudor Investment Corp 13F	NEW	+279,318 sh
2026-05-15	Gotham Asset Management 13F	ADD	+2,727 sh
2026-05-15	Moore Capital Management 13F	TRIM	−2,276 sh
2026-05-15	Soros Fund Management 13F	EXIT	−5,376 sh
2026-05-14	Caxton Associates 13F	EXIT	−23,574 sh

5 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

7 members of Congress disclosed SHOP — 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).