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 ↗

AT&T INC · COM · quarter ended 2026-03-31 · 76 members disclosed T ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 2,438 holders are listed, largest first: 2,438
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $124B
holders whose share count rose or who opened the position (new + add), by shares: 1,259
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 199

Holders — quarter ended 2026-03-31

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

13F holders of T ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$16.3B	560,997,651	−8,872,596	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$13.2B	454,765,528	—	NO PRIOR
3	STATE STREET CORP	$9.2B	315,804,934	−16,284,789	TRIM
4	Newport Trust Company, LLC	$5.2B	179,474,938	−3,976,941	TRIM
5	GEODE CAPITAL MANAGEMENT, LLC	$5.1B	175,017,151	+4,013,379	ADD
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$3.9B	133,554,764	—	NO PRIOR
7	BANK OF AMERICA CORP /DE/	$3.6B	125,191,700	+5,449,222	ADD
8	JPMORGAN CHASE & CO	$3.4B	118,227,450	+45,829,872	ADD
9	Capital World Investors	$3.2B	109,243,734	+64,066,995	ADD
10	MORGAN STANLEY	$3.0B	105,195,019	−1,749,378	TRIM
11	GQG Partners LLC	$2.4B	81,353,084	−4,654,561	TRIM
12	Bank of New York Mellon Corp	$2.1B	72,764,509	+8,197,935	ADD
13	NORTHERN TRUST CORP	$2.0B	68,723,236	−342,156	TRIM
14	Capital Research Global Investors	$1.8B	61,572,383	−535,790	TRIM
15	FMR LLC	$1.7B	57,669,258	+577,692	ADD
16	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.6B	54,279,596	+3,903,959	ADD
17	AMERIPRISE FINANCIAL INC	$1.5B	53,281,073	+636,967	ADD
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$1.5B	52,524,575	+924,111	ADD
19	DIMENSIONAL FUND ADVISORS LP	$1.5B	50,056,268	+54,362	ADD
20	Legal & General Group Plc	$1.4B	48,005,654	+65,602	ADD
21	Invesco Ltd.	$1.4B	47,877,314	−7,643,154	TRIM
22	VANGUARD FIDUCIARY TRUST CO	$1.1B	39,394,239	—	NO PRIOR
23	ROYAL BANK OF CANADA	$1.1B	37,562,794	−1,330,972	TRIM
24	Amundi	$1.0B	36,152,475	−7,722,978	TRIM
25	DEUTSCHE BANK AG\	$937M	32,312,120	+851,760	ADD
26	THORNBURG INVESTMENT MANAGEMENT INC	$900M	31,045,244	+2,000,736	ADD
27	RAYMOND JAMES FINANCIAL INC	$844M	29,142,722	+2,789,263	ADD
28	Nuveen, LLC	$842M	29,030,731	+3,112,874	ADD
29	UBS Group AG	$818M	28,219,955	+5,270,009	ADD
30	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$700M	24,147,315	0	NO CHANGE
31	D. E. Shaw & Co., Inc.	$653M	22,524,209	−7,460,575	TRIM
32	Allianz Asset Management GmbH	$637M	21,971,802	+3,963,099	ADD
33	Swiss National Bank	$603M	20,805,784	+1,211,700	ADD
34	FRANKLIN RESOURCES INC	$571M	19,680,551	+11,316,950	ADD
35	Sumitomo Mitsui Trust Group, Inc.	$544M	18,777,488	−897,296	TRIM
36	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$541M	18,668,905	−6,486,692	TRIM
37	AQR CAPITAL MANAGEMENT LLC	$526M	18,345,038	−233,808	TRIM
38	BANK OF MONTREAL /CAN/	$506M	17,451,384	+4,671,369	ADD
39	National Pension Service	$505M	17,404,803	+17,404,803	NEW
40	WELLS FARGO & COMPANY/MN	$495M	17,090,723	+35,910	ADD
41	HSBC HOLDINGS PLC	$495M	17,091,054	−21,092,836	TRIM
42	ENVESTNET ASSET MANAGEMENT INC	$478M	16,497,160	+2,573,588	ADD
43	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$472M	16,274,183	−4,713,219	TRIM
44	Mitsubishi UFJ Asset Management Co., Ltd.	$463M	15,977,741	+982,227	ADD
45	Vanguard Global Advisers, LLC	$453M	15,610,944	—	NO PRIOR
46	CANADA PENSION PLAN INVESTMENT BOARD	$439M	15,155,681	+3,324,076	ADD
47	VANGUARD ASSET MANAGEMENT, Ltd	$404M	13,946,914	—	NO PRIOR
48	ALLIANCEBERNSTEIN L.P.	$388M	15,603,737	−193,193	TRIM
49	Robeco Institutional Asset Management B.V.	$380M	13,094,386	−682,687	TRIM
50	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$376M	12,985,610	+2,751,703	ADD
51	LPL Financial LLC	$348M	11,988,366	+337,609	ADD
52	ASSETMARK, INC	$317M	10,927,811	+6,285	ADD
53	MILLENNIUM MANAGEMENT LLC	$275M	9,487,497	+4,648,584	ADD
54	SEI INVESTMENTS CO	$272M	9,367,726	+2,506,319	ADD
55	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$242M	8,344,709	+7,914,450	ADD
56	PRINCIPAL FINANCIAL GROUP INC	$240M	8,290,172	−28,990	TRIM
57	WORLDQUANT MILLENNIUM ADVISORS LLC	$237M	8,170,576	+1,571,641	ADD
58	NEW YORK STATE COMMON RETIREMENT FUND	$237M	8,166,527	0	NO CHANGE
59	CITIGROUP INC	$215M	7,427,348	−2,289,027	TRIM
60	Alyeska Investment Group, L.P.	$211M	7,278,812	−4,612,966	TRIM
61	PRUDENTIAL FINANCIAL INC	$200M	6,892,629	+635,806	ADD
62	Ensign Peak Advisors, Inc	$194M	6,687,457	−106,776	TRIM
63	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$192M	6,611,770	−1,732,438	TRIM
64	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$182M	6,286,232	−14,793	TRIM
65	AVIVA PLC	$180M	6,193,614	+177,707	ADD
66	ADAGE CAPITAL PARTNERS GP, L.L.C.	$177M	6,121,439	−286,100	TRIM
67	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$177M	6,117,779	−151,922	TRIM
68	Rockefeller Capital Management L.P.	$173M	5,982,098	+1,330,239	ADD
69	TRUIST FINANCIAL CORP	$173M	5,954,925	+260,447	ADD
70	STOREBRAND ASSET MANAGEMENT AS	$168M	5,787,736	—	NO PRIOR
71	Cullen Capital Management, LLC	$166M	5,714,670	+155	ADD
72	TD ASSET MANAGEMENT INC	$165M	5,686,942	+285,696	ADD
73	NATIONAL BANK OF CANADA /FI/	$164M	5,665,713	+358,098	ADD
74	MACKENZIE FINANCIAL CORP	$162M	5,579,022	+813,310	ADD
75	Mariner, LLC	$160M	5,509,393	−124,544	TRIM
76	SCHRODER INVESTMENT MANAGEMENT GROUP	$155M	5,356,616	−120,613	TRIM
77	PFA Pension, Forsikringsaktieselskab	$154M	5,295,587	+5,295,587	NEW
78	WELLINGTON MANAGEMENT GROUP LLP	$152M	5,227,035	+796,525	ADD
79	CI INVESTMENTS INC.	$151M	5,216,921	−75,322	TRIM
80	Universal- Beteiligungs- und Servicegesellschaft mbH	$149M	5,164,794	−72,152	TRIM
81	Aberdeen Group plc	$149M	5,129,393	+246,034	ADD
82	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$149M	5,123,686	+1,817,118	ADD
83	Mitsubishi UFJ Trust & Banking Corp	$147M	5,086,145	+118,187	ADD
84	FIRST TRUST ADVISORS LP	$144M	4,966,883	−1,525,077	TRIM
85	MACQUARIE GROUP LTD	$136M	4,695,755	−351,115	TRIM
86	EQUITY INVESTMENT CORP	$134M	4,628,684	+242,183	ADD
87	AustralianSuper Pty Ltd	$129M	4,457,437	+167,686	ADD
88	Zurcher Kantonalbank (Zurich Cantonalbank)	$125M	4,328,844	+4,328,844	NEW
89	Drexel Morgan & Co.	$125M	4,323,320	0	NO CHANGE
90	Korea Investment CORP	$125M	4,297,706	+1,077,416	ADD
91	Empower Advisory Group, LLC	$124M	4,270,141	+176,850	ADD
92	VICTORY CAPITAL MANAGEMENT INC	$120M	4,126,607	+1,023,329	ADD
93	LETKO, BROSSEAU & ASSOCIATES INC	$119M	4,121,700	−8,400	TRIM
94	Epoch Investment Partners, Inc.	$119M	4,120,592	+234,216	ADD
95	Cetera Investment Advisers	$116M	4,016,297	+85,174	ADD
96	STATE OF WISCONSIN INVESTMENT BOARD	$115M	3,968,995	+69,916	ADD
97	DANSKE BANK A/S	$114M	3,937,712	+89,106	ADD
98	KLP KAPITALFORVALTNING AS	$113M	3,890,764	+61,200	ADD
99	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$112M	4,044,856	+674,989	ADD
100	APG Asset Management N.V.	$111M	4,404,850	+13,010	ADD
101	ROYAL LONDON ASSET MANAGEMENT LTD	$111M	3,812,352	−21,084	TRIM
102	NORDEA INVESTMENT MANAGEMENT AB	$110M	3,836,387	+31,545	ADD
103	Neuberger Berman Group LLC	$109M	3,759,029	−610,282	TRIM
104	Woodline Partners LP	$109M	3,756,614	+3,643,720	ADD
105	JENNISON ASSOCIATES LLC	$106M	3,647,490	−22,752	TRIM
106	Swedbank AB	$102M	3,533,956	+3,148	ADD
107	Vanguard Investments Australia, Ltd.	$102M	3,530,109	—	NO PRIOR
108	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$102M	3,521,120	+1,225,650	ADD
109	ZACKS INVESTMENT MANAGEMENT	$102M	3,511,241	+931,631	ADD
110	Man Group plc	$101M	3,491,809	−3,763,934	TRIM
111	Asset Management One Co., Ltd.	$101M	3,482,712	−106,877	TRIM
112	Chevy Chase Trust Holdings, LLC	$101M	3,478,724	−147,365	TRIM
113	STIFEL FINANCIAL CORP	$99.4M	3,428,673	+96,727	ADD
114	Quantinno Capital Management LP	$93.5M	3,223,813	+822,299	ADD
115	JUPITER ASSET MANAGEMENT LTD	$92.3M	3,183,060	−328,412	TRIM
116	DUFF & PHELPS INVESTMENT MANAGEMENT CO	$91.0M	3,140,500	+3,140,500	NEW
117	Pictet Asset Management Holding SA	$90.9M	3,135,035	−200,125	TRIM
118	Clark Capital Management Group, Inc.	$90.4M	3,119,680	+786,691	ADD
119	COMMONWEALTH EQUITY SERVICES, LLC	$89.8M	3,099,325	−45,895	TRIM
120	UniSuper Management Pty Ltd	$88.3M	3,045,649	−201,923	TRIM
121	OSAIC HOLDINGS, INC.	$88.0M	3,039,398	+154,734	ADD
122	DigitalBridge Group, Inc.	$86.4M	2,980,032	+1,009,151	ADD
123	VOYA INVESTMENT MANAGEMENT LLC	$85.7M	2,956,093	−2,435,144	TRIM
124	AMERICAN CENTURY COMPANIES INC	$85.3M	2,942,404	−1,024,323	TRIM
125	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$84.9M	2,929,311	−109,100	TRIM
126	TEACHER RETIREMENT SYSTEM OF TEXAS	$82.4M	2,843,501	+310,327	ADD
127	ING GROEP NV	$82.0M	2,829,870	+779,560	ADD
128	NOMURA ASSET MANAGEMENT CO LTD	$81.4M	2,808,937	−30,816	TRIM
129	FIFTH THIRD BANCORP	$80.8M	2,787,439	+1,812,686	ADD
130	HighTower Advisors, LLC	$80.0M	2,760,091	+44,977	ADD
131	CREDIT AGRICOLE S A	$77.6M	2,676,735	−325,251	TRIM
132	BNP Paribas Asset Management Holding S.A.	$76.4M	2,643,053	−855,623	TRIM
133	Resona Asset Management Co.,Ltd.	$73.9M	2,553,288	+29,525	ADD
134	TORONTO DOMINION BANK	$73.9M	2,549,117	−322,533	TRIM
135	Corient Private Wealth LLC	$71.5M	2,473,310	−2,503,105	TRIM
136	DnB Asset Management AS	$70.7M	2,437,657	+105,653	ADD
137	State of New Jersey Common Pension Fund D	$70.5M	2,430,617	−16,538	TRIM
138	Vontobel Holding Ltd.	$69.1M	2,382,712	+350,542	ADD
139	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$68.2M	2,352,558	+617,150	ADD
140	Lansforsakringar Fondforvaltning AB (publ)	$67.1M	2,313,238	+3,584	ADD
141	Creative Planning	$66.7M	2,299,186	+206,143	ADD
142	CWM, LLC	$65.8M	2,268,339	−48,425	TRIM
143	BANK OF NOVA SCOTIA	$64.7M	2,230,953	−993,352	TRIM
144	Retirement Systems of Alabama	$64.3M	2,217,821	−21,548	TRIM
145	CIBC WORLD MARKET INC.	$64.2M	2,215,757	+4,302	ADD
146	J. Safra Sarasin Holding AG	$64.0M	2,208,901	+25,256	ADD
147	NewEdge Advisors, LLC	$62.2M	2,145,141	+2,145,141	NEW
148	Focus Partners Wealth	$61.1M	2,110,464	−7,449	TRIM
149	Tredje AP-fonden	$60.9M	2,100,748	+66,092	ADD
150	MERCER GLOBAL ADVISORS INC /ADV	$59.1M	2,038,654	−59,608	TRIM
151	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$58.6M	2,022,873	−113,204	TRIM
152	KING LUTHER CAPITAL MANAGEMENT CORP	$57.9M	1,997,862	+23,481	ADD
153	Qube Research & Technologies Ltd	$57.3M	1,975,087	−4,726,902	TRIM
154	Arizona State Retirement System	$56.4M	1,943,801	−96,354	TRIM
155	CITADEL ADVISORS LLC	$56.3M	1,943,408	−1,214,267	TRIM
156	CIBC Bancorp USA Inc.	$56.0M	1,932,755	—	NO PRIOR
157	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$55.7M	1,919,977	−1,076,110	TRIM
158	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$55.3M	1,907,408	−11,253	TRIM
159	Czech National Bank	$55.3M	1,906,577	+37,196	ADD
160	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$55.2M	1,902,460	+6,500	ADD
161	SEB Asset Management AB	$55.1M	1,900,267	—	NO PRIOR
162	Ilex Capital Partners (UK) LLP	$54.8M	1,891,997	+882,849	ADD
163	TWO SIGMA INVESTMENTS, LP	$54.5M	1,880,911	−5,454,069	TRIM
164	Meridiem Capital Partners LP	$54.3M	1,872,354	+1,872,354	NEW
165	US BANCORP \DE\	$54.2M	1,869,338	−71,941	TRIM
166	GROUPAMA ASSET MANAGMENT	$53.8M	1,856,730	+1,493,831	ADD
167	REGIONS FINANCIAL CORP	$53.6M	1,849,061	−64,559	TRIM
168	Cerity Partners LLC	$52.5M	1,813,003	+144,141	ADD
169	MML INVESTORS SERVICES, LLC	$52.1M	1,796,246	−26,552	TRIM
170	Quintet Private Bank (Europe) S.A.	$51.7M	1,782,262	+917,640	ADD
171	Daiwa Securities Group Inc.	$50.9M	1,757,488	−40,089	TRIM
172	LBP AM SA	$50.9M	1,756,521	+687,449	ADD
173	E. Ohman J:or Asset Management AB	$49.7M	1,714,668	−67,647	TRIM
174	NISA INVESTMENT ADVISORS, LLC	$48.9M	1,688,109	+4,649	ADD
175	CIBC Asset Management Inc	$48.9M	1,687,730	+12,651	ADD
176	MetLife Investment Management, LLC	$47.4M	1,634,303	−62,300	TRIM
177	Swiss Life Asset Management Ltd	$47.4M	1,633,951	+177,723	ADD
178	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$47.3M	1,630,734	−18,312	TRIM
179	Saudi Central Bank	$47.2M	1,628,509	+258,722	ADD
180	DAVIDSON KEMPNER CAPITAL MANAGEMENT LP	$46.5M	1,603,000	+1,603,000	NEW
181	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$46.3M	1,595,548	+11,255	ADD
182	EXCHANGE TRADED CONCEPTS, LLC	$45.9M	1,582,081	+74,471	ADD
183	Kestra Advisory Services, LLC	$45.4M	1,566,553	+136,583	ADD
184	Illinois Municipal Retirement Fund	$45.1M	1,556,149	−110,663	TRIM
185	M&T BANK CORP	$44.8M	1,544,514	+607,547	ADD
186	Wealthfront Advisers LLC	$44.2M	1,524,157	+122,558	ADD
187	Gotham Asset Management, LLC	$43.5M	1,499,451	+24,604	ADD
188	Sanctuary Advisors, LLC	$43.4M	1,498,520	−10,290	TRIM
189	ARIEL INVESTMENTS, LLC	$43.2M	1,489,147	+286,701	ADD
190	IFM Investors Pty Ltd	$43.1M	1,488,172	+74,684	ADD
191	Zurich Insurance Group Ltd/FI	$42.7M	1,471,698	+1,345,498	ADD
192	PUBLIC SECTOR PENSION INVESTMENT BOARD	$41.7M	1,438,324	+200,933	ADD
193	Allspring Global Investments Holdings, LLC	$41.1M	1,452,233	+424,479	ADD
194	KEYBANK NATIONAL ASSOCIATION/OH	$40.9M	1,411,060	+60,012	ADD
195	GATEWAY INVESTMENT ADVISERS LLC	$40.5M	1,397,742	+35,887	ADD
196	OPPENHEIMER ASSET MANAGEMENT INC.	$39.8M	1,374,470	+12,041	ADD
197	AE Wealth Management LLC	$39.7M	1,368,885	−506,918	TRIM
198	&PARTNERS	$39.4M	1,358,761	+111,819	ADD
199	Mirae Asset Global Investments Co., Ltd.	$39.3M	1,357,185	+194,863	ADD
200	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$39.2M	1,351,420	+91,051	ADD
201	EDMOND DE ROTHSCHILD HOLDING S.A.	$39.0M	1,345,379	+93,936	ADD
202	XPONANCE LLC	$38.9M	1,343,151	+129,836	ADD
203	Arnhold LLC	$38.9M	1,341,312	+35,000	ADD
204	Voleon Capital Management LP	$38.1M	1,314,267	+248,777	ADD
205	MARTINGALE ASSET MANAGEMENT L P	$37.7M	1,301,656	−162,061	TRIM
206	Triodos Investment Management BV	$37.4M	1,290,265	+239,000	ADD
207	FEDERATED HERMES, INC.	$37.0M	1,277,714	−22,920	TRIM
208	TD Waterhouse Canada Inc.	$37.0M	1,325,311	+574,925	ADD
209	Calamos Advisors LLC	$36.8M	1,271,092	−453,477	TRIM
210	Advisors Asset Management, Inc.	$36.3M	1,251,122	−79,622	TRIM
211	Varma Mutual Pension Insurance Co	$36.2M	1,248,460	0	NO CHANGE
212	NS Partners Ltd	$36.0M	1,243,215	+1,243,215	NEW
213	Trexquant Investment LP	$36.0M	1,241,952	+1,241,952	NEW
214	Quadrature Capital Ltd	$34.9M	1,202,818	+1,202,818	NEW
215	QRG CAPITAL MANAGEMENT, INC.	$34.2M	1,180,057	+154,050	ADD
216	Allworth Financial LP	$34.1M	1,176,444	+19,163	ADD
217	USS Investment Management Ltd	$33.8M	1,165,850	+31,720	ADD
218	TUDOR INVESTMENT CORP ET AL	$33.5M	1,156,000	−905,162	TRIM
219	FIL Ltd	$33.5M	1,154,010	+1,003,322	ADD
220	Steward Partners Investment Advisory, LLC	$33.1M	1,142,035	+26,744	ADD
221	Investment Management Corp of Ontario	$32.9M	1,135,569	+415,910	ADD
222	Utah Retirement Systems	$32.6M	1,123,667	−29,832	TRIM
223	HB Wealth Management, LLC	$32.5M	1,120,220	+37,614	ADD
224	Eurizon Capital SGR S.p.A.	$32.4M	1,120,170	−54,846	TRIM
225	ZWJ INVESTMENT COUNSEL INC	$32.2M	1,110,026	−169	TRIM
226	ALPS ADVISORS INC	$31.8M	1,098,614	−61,816	TRIM
227	Crossmark Global Holdings, Inc.	$31.7M	1,092,222	—	NO PRIOR
228	TOCQUEVILLE ASSET MANAGEMENT L.P.	$31.4M	1,082,402	+10,130	ADD
229	ProShare Advisors LLC	$31.4M	1,082,247	−291,788	TRIM
230	Vinva Investment Management Ltd	$31.1M	1,081,421	+143,537	ADD
231	Sumitomo Mitsui DS Asset Management Company, Ltd	$31.1M	1,072,171	+61,696	ADD
232	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$30.2M	1,040,864	+12,361	ADD
233	Ethic Inc.	$30.1M	1,036,952	−15,591	TRIM
234	Rakuten Investment Management, Inc.	$30.0M	1,043,393	+108,198	ADD
235	NEOS Investment Management LLC	$29.7M	1,024,329	+28,876	ADD
236	COMMERCE BANK	$29.7M	1,022,813	−517,440	TRIM
237	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	$29.6M	1,020,627	+129,709	ADD
238	Willis Investment Counsel	$29.4M	1,015,610	0	NO CHANGE
239	Moran Wealth Management, LLC	$29.3M	1,010,614	−17,860	TRIM
240	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$29.1M	1,005,053	+24,227	ADD
241	Holocene Advisors, LP	$29.0M	1,000,966	−3,374,906	TRIM
242	Vanguard Personalized Indexing Management, LLC	$28.8M	994,247	+87,006	ADD
243	Beacon Pointe Advisors, LLC	$28.6M	986,165	+85,293	ADD
244	Federation des caisses Desjardins du Quebec	$28.5M	984,251	−412,089	TRIM
245	Tidal Investments LLC	$28.5M	981,955	+323,497	ADD
246	GODSEY & GIBB, INC	$28.4M	979,826	−1,719	TRIM
247	Stack Financial Management, Inc	$27.5M	950,175	+4,602	ADD
248	MEDIATEL PARTNERS	$27.1M	935,304	0	NO CHANGE
249	Pinnacle Financial Partners, Inc.	$26.8M	925,657	−163,005	TRIM
250	NISSAY ASSET MANAGEMENT CORP /JAPAN	$26.8M	925,613	+5,101	ADD
251	Capital Investment Advisors, LLC	$26.7M	919,974	−18,440	TRIM
252	YOUSIF CAPITAL MANAGEMENT, LLC	$26.1M	899,646	−35,181	TRIM
253	Arbejdsmarkedets Tillaegspension	$25.4M	877,610	−71,348	TRIM
254	U.S. Capital Wealth Advisors, LLC	$25.1M	865,773	−222,498	TRIM
255	Dai-ichi Life Insurance Company, Ltd	$24.5M	846,516	−70,610	TRIM
256	Richard C. Young & CO., LTD.	$24.4M	842,252	+6,184	ADD
257	Janus Henderson Group Ltd.	$24.4M	842,180	−166,059	TRIM
258	Varenne Capital Partners	$24.3M	833,993	+833,993	NEW
259	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$23.7M	816,792	−18,604	TRIM
260	Maytus Capital Management, LLC	$23.7M	816,145	−63,855	TRIM
261	Huber Capital Management LLC	$23.5M	810,725	−108,800	TRIM
262	Grantham, Mayo, Van Otterloo & Co. LLC	$23.4M	807,599	+157,986	ADD
263	Pathstone Holdings, LLC	$23.3M	805,069	+44,579	ADD
264	Freestone Grove Partners LP	$23.3M	804,849	−763,392	TRIM
265	NATIXIS	$23.3M	803,110	−212,268	TRIM
266	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$23.2M	801,727	−10,266	TRIM
267	GUGGENHEIM CAPITAL LLC	$23.2M	798,704	−11,285	TRIM
268	PRUDENTIAL PLC	$23.1M	795,732	+41,611	ADD
269	BOOTHBAY FUND MANAGEMENT, LLC	$22.8M	787,652	+53,922	ADD
270	FUKOKU MUTUAL LIFE INSURANCE CO	$22.8M	785,318	−2,156	TRIM
271	LAZARD ASSET MANAGEMENT LLC	$22.5M	776,184	+88,221	ADD
272	GENERAL AMERICAN INVESTORS CO INC	$22.5M	774,639	+50,000	ADD
273	NICOLA WEALTH MANAGEMENT LTD.	$22.0M	758,400	−158,000	TRIM
274	OLD NATIONAL BANCORP /IN/	$21.8M	753,667	−455,779	TRIM
275	Americana Partners, LLC	$21.8M	751,883	+3,927	ADD
276	INTECH INVESTMENT MANAGEMENT LLC	$21.6M	743,917	+248,103	ADD
277	Fisher Funds Management LTD	$21.5M	741,432	−105,925	TRIM
278	ASR Vermogensbeheer N.V.	$21.3M	734,559	+20,785	ADD
279	SKBA CAPITAL MANAGEMENT LLC	$21.3M	733,880	+4,530	ADD
280	Andra AP-fonden	$21.1M	728,787	−491,513	TRIM
281	OP Asset Management Ltd	$21.1M	727,119	—	NO PRIOR
282	Empowered Funds, LLC	$20.5M	707,942	−268,139	TRIM
283	Bank Julius Baer & Co. Ltd, Zurich	$20.4M	703,410	−2,911	TRIM
284	FOUNDATIONS INVESTMENT ADVISORS, LLC	$19.9M	685,471	+88,967	ADD
285	STEPHENS INC /AR/	$19.3M	660,536	−4,437	TRIM
286	Point72 Asset Management, L.P.	$18.5M	637,122	−12,403,764	TRIM
287	Brookstone Capital Management	$18.3M	632,578	−16,889	TRIM
288	Private Advisor Group, LLC	$17.5M	603,327	−5,528	TRIM
289	ABN AMRO Bank N.V.	$17.5M	597,786	+74,307	ADD
290	J.W. COLE ADVISORS, INC.	$17.4M	599,544	−13,337	TRIM
291	Avanza Fonder AB	$16.8M	581,227	−2,870	TRIM
292	Candriam S.C.A.	$16.8M	579,088	+20,075	ADD
293	Vident Advisory, LLC	$16.1M	554,618	+164,030	ADD
294	Merit Financial Group, LLC	$15.9M	546,942	+66,425	ADD
295	TECTONIC ADVISORS LLC	$15.8M	546,675	+28,253	ADD
296	Orion Porfolio Solutions, LLC	$15.6M	539,527	−38,771	TRIM
297	MAI Capital Management	$15.4M	532,347	+4,862	ADD
298	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$15.4M	530,473	+530,473	NEW
299	OPPENHEIMER & CO INC	$15.2M	523,756	−136,582	TRIM
300	Bruce & Co., Inc.	$15.2M	523,000	0	NO CHANGE
301	Capital International, Inc./CA/	$15.0M	517,959	+423,139	ADD
302	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$15.0M	516,511	+81,487	ADD
303	TruWealth Advisors, LLC	$14.9M	515,189	+496,124	ADD
304	Sequoia Financial Advisors, LLC	$14.8M	511,590	+38,501	ADD
305	Empire Life Investments Inc.	$14.6M	514,463	−36,525	TRIM
306	OFI INVEST ASSET MANAGEMENT	$14.5M	568,019	−519,036	TRIM
307	D.A. DAVIDSON & CO.	$14.4M	495,884	+50,745	ADD
308	AIA Group Ltd	$14.3M	491,669	−125,498	TRIM
309	Atria Investments, Inc	$14.1M	486,683	+10,843	ADD
310	SBI Securities Co., Ltd.	$14.0M	484,468	−2,945	TRIM
311	Summit Financial Wealth Advisors, LLC	$14.0M	482,132	+4,270	ADD
312	PINNACLE ASSOCIATES LTD	$14.0M	481,966	−14,806	TRIM
313	71 West Capital Partners	$13.8M	476,776	+32,727	ADD
314	Aptus Capital Advisors, LLC	$13.7M	471,398	−20,084	TRIM
315	OMERS ADMINISTRATION Corp	$13.4M	463,946	+184,045	ADD
316	GLENMEDE TRUST CO NA	$13.4M	460,743	−1,835	TRIM
317	Elo Mutual Pension Insurance Co	$13.1M	450,279	−122,880	TRIM
318	Talbot Financial, LLC	$12.9M	446,643	+24,616	ADD
319	Clearstead Advisors, LLC	$12.9M	444,482	+39,823	ADD
320	New Age Alpha Advisors, LLC	$12.8M	441,670	−68,044	TRIM
321	BLAIR WILLIAM & CO/IL	$12.8M	440,219	−5,802	TRIM
322	Lido Advisors, LLC	$12.7M	436,936	−73,744	TRIM
323	Harvest Portfolios Group Inc.	$12.6M	434,946	+68,894	ADD
324	Northwest & Ethical Investments L.P.	$12.5M	432,797	+273,884	ADD
325	Adams Asset Advisors, LLC	$12.5M	431,239	−2,496	TRIM
326	Waverly Advisors, LLC	$12.5M	430,732	−32,624	TRIM
327	Steigerwald, Gordon & Koch Inc.	$12.5M	429,484	+14,847	ADD
328	MIZUHO SECURITIES USA LLC	$12.3M	423,216	−92,991	TRIM
329	Defiance ETFs, LLC	$12.2M	419,524	+99,636	ADD
330	INTACT INVESTMENT MANAGEMENT INC.	$12.2M	419,400	−3,000	TRIM
331	Rafferty Asset Management, LLC	$12.1M	418,995	−174,742	TRIM
332	Foster Victor Wealth Advisors, LLC	$12.1M	473,923	+473,923	NEW
333	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$11.9M	412,194	+4,094	ADD
334	JANE STREET GROUP, LLC	$11.9M	409,740	−7,976,880	TRIM
335	ALLIANZ SE	$11.8M	406,607	+68,409	ADD
336	COLDSTREAM CAPITAL MANAGEMENT INC	$11.8M	405,922	+12,257	ADD
337	Sterling Capital Management LLC	$11.8M	405,521	+78,187	ADD
338	Generali Asset Management SPA SGR	$11.7M	404,431	+98,724	ADD
339	DJE Kapital AG	$11.7M	405,600	+9,000	ADD
340	CITIZENS FINANCIAL GROUP INC/RI	$11.6M	398,929	−11,548	TRIM
341	Cyndeo Wealth Partners, LLC	$11.3M	388,887	+355,583	ADD
342	ABN AMRO INVESTMENT SOLUTIONS	$11.2M	387,796	+32,096	ADD
343	Norinchukin Bank, The	$11.0M	377,854	−28,810	TRIM
344	Concurrent Investment Advisors, LLC	$10.9M	375,060	−72,099	TRIM
345	Te Ahumairangi Investment Management Ltd	$10.8M	372,849	−68,493	TRIM
346	SCOTIA CAPITAL INC.	$10.5M	363,669	−20,538	TRIM
347	ELEVATION POINT WEALTH PARTNERS, LLC	$10.5M	363,526	+255,049	ADD
348	Vest Financial, LLC	$10.5M	360,652	+57,762	ADD
349	Regal Investment Advisors LLC	$10.4M	359,834	+13,913	ADD
350	Bryn Mawr Trust Advisors, LLC	$10.3M	356,698	+31,168	ADD
351	DENALI ADVISORS LLC	$10.3M	355,170	+29,521	ADD
352	NEW ENGLAND ASSET MANAGEMENT INC	$10.2M	353,379	+40,569	ADD
353	KESTRA PRIVATE WEALTH SERVICES, LLC	$10.2M	351,328	−20,523	TRIM
354	1834 INVESTMENT ADVISORS CO	$10.1M	349,165	−64,910	TRIM
355	Maryland State Retirement & Pension System	$10.1M	347,317	+1,898	ADD
356	Windle Wealth, LLC	$9.9M	340,108	+16,800	ADD
357	Advanced Asset Management Advisors Inc	$9.8M	337,217	0	NO CHANGE
358	World Investment Advisors	$9.7M	334,606	−4,336	TRIM
359	Savant Capital, LLC	$9.6M	332,710	+59,756	ADD
360	Summit Financial, LLC	$9.6M	331,537	−22,717	TRIM
361	GLOBALT Investments LLC / GA	$9.6M	330,398	−39,345	TRIM
362	Bell Bank	$9.5M	326,659	−584	TRIM
363	Vestmark Advisory Solutions, Inc.	$9.4M	325,330	+186,799	ADD
364	Convergence Investment Partners, LLC	$9.4M	324,837	+80,825	ADD
365	Edgemoor Investment Advisors, Inc.	$9.4M	324,456	−1,180	TRIM
366	ADELL HARRIMAN & CARPENTER INC	$9.2M	316,461	+44,395	ADD
367	Dana Investment Advisors, Inc.	$9.1M	313,827	+1,954	ADD
368	Caprock Group, LLC	$8.9M	308,410	−6,061	TRIM
369	Kingsview Wealth Management, LLC	$8.9M	307,187	−10,374	TRIM
370	Summit Trail Advisors, LLC	$8.7M	301,242	+56,313	ADD
371	ALERUS FINANCIAL NA	$8.6M	296,694	−25,445	TRIM
372	Metis Global Partners, LLC	$8.5M	293,354	−6,959	TRIM
373	SORA INVESTORS LLC	$8.5M	292,857	+198,622	ADD
374	Addenda Capital Inc.	$8.5M	291,700	0	NO CHANGE
375	Howard Capital Management, LLC	$8.4M	291,254	−8,965	TRIM
376	Banque Cantonale Vaudoise	$8.3M	287,444	+59,029	ADD
377	MUFG Securities EMEA plc	$8.3M	287,000	−3,636	TRIM
378	Prospera Financial Services Inc	$8.3M	285,915	−231	TRIM
379	Canal Capital Management, LLC	$8.3M	285,451	+40,451	ADD
380	MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	$8.3M	285,012	−8,760	TRIM
381	BROWN ADVISORY INC	$8.2M	284,548	+14,670	ADD
382	Gilliland Jeter Wealth Management LLC	$8.2M	284,248	−4,417	TRIM
383	AG2R LA MONDIALE GESTION D'ACTIFS	$8.2M	283,893	−197	TRIM
384	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	$8.1M	281,070	+5,200	ADD
385	CHOREO, LLC	$8.1M	280,628	+10,703	ADD
386	IVY LANE CAPITAL MANAGEMENT, LLC	$8.1M	280,000	−95,000	TRIM
387	Empirical Finance, LLC	$8.1M	279,605	−425	TRIM
388	Financiere des Professionnels - Fonds d'investissement inc.	$8.1M	278,209	+278,209	NEW
389	KWMG, LLC	$8.0M	277,399	+6,957	ADD
390	Stablepoint Partners, LLC	$8.0M	277,237	+45,434	ADD
391	BFSG, LLC	$8.0M	275,375	−371	TRIM
392	Berger Financial Group, Inc	$8.0M	274,390	−3,930	TRIM
393	Ascent Group, LLC	$7.9M	272,889	−1,934	TRIM
394	SUMMITRY LLC	$7.8M	267,768	+5,752	ADD
395	Stamos Capital Partners, L.P.	$7.6M	261,134	−28,588	TRIM
396	MYDA Advisors LLC	$7.5M	260,000	−95,069	TRIM
397	Texas Yale Capital Corp.	$7.5M	258,666	+3,600	ADD
398	PFG Investments, LLC	$7.4M	256,975	−2,896	TRIM
399	B. Metzler seel. Sohn & Co. AG	$7.4M	256,072	+3,620	ADD
400	Independent Advisor Alliance	$7.4M	255,266	−29,921	TRIM
401	Tiptree Advisors, LLC	$7.4M	254,700	0	NO CHANGE
402	Joseph Group Capital Management	$7.4M	254,679	−4,779	TRIM
403	WINTON GROUP Ltd	$7.4M	254,184	+254,184	NEW
404	HENNESSY ADVISORS INC	$7.4M	253,960	+25,000	ADD
405	Ellsworth Advisors, LLC	$7.3M	250,653	+34,366	ADD
406	PRINCIPAL SECURITIES, INC.	$7.2M	249,247	+43,635	ADD
407	BOKF, NA	$7.2M	248,524	+1,275	ADD
408	XTX Topco Ltd	$7.2M	247,636	−428,053	TRIM
409	Lombard Odier Asset Management (Switzerland) SA	$7.2M	247,481	+30,712	ADD
410	CAISSE DES DEPOTS ET CONSIGNATIONS	$7.2M	247,042	0	NO CHANGE
411	Cornerstone Wealth Group, LLC	$7.1M	273,650	+16,952	ADD
412	Griffith & Werner, Inc.	$7.1M	244,066	−15,133	TRIM
413	SteelPeak Wealth, LLC	$7.1M	243,551	+29,336	ADD
414	TOKIO MARINE ASSET MANAGEMENT CO LTD	$7.1M	243,353	+1,503	ADD
415	Kepler Cheuvreux (Suisse) SA	$7.0M	242,858	+242,858	NEW
416	Siemens Fonds Invest GmbH	$7.0M	242,538	−4,091	TRIM
417	Hudson Capital Management LLC	$7.0M	240,149	+16,766	ADD
418	Stratos Wealth Partners, LTD.	$7.0M	239,773	+10,344	ADD
419	Strategic Global Advisors, LLC	$6.9M	238,196	+89,240	ADD
420	Royal Fund Management, LLC	$6.9M	237,028	+9,083	ADD
421	PICTON MAHONEY ASSET MANAGEMENT	$6.8M	234,733	+41,113	ADD
422	Fort Point Capital Partners LLC	$6.6M	20,245	+607	ADD
423	RITHOLTZ WEALTH MANAGEMENT	$6.6M	228,934	+12,192	ADD
424	Envestnet Portfolio Solutions, Inc.	$6.6M	226,760	−37,764	TRIM
425	MGO ONE SEVEN LLC	$6.5M	225,888	+13,170	ADD
426	Jain Global LLC	$6.5M	225,358	+225,358	NEW
427	Groupe la Francaise	$6.5M	225,261	+38,917	ADD
428	AGF MANAGEMENT LTD	$6.5M	225,102	+14,035	ADD
429	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$6.5M	224,001	−2,519	TRIM
430	Brooklyn Investment Group	$6.3M	217,940	+102,370	ADD
431	HOURGLASS CAPITAL, LLC	$6.2M	214,790	+5,840	ADD
432	NOMURA HOLDINGS INC	$6.2M	214,587	−79,710	TRIM
433	OSSIAM	$6.2M	214,279	+1,862	ADD
434	Bleakley Financial Group, LLC	$6.2M	214,069	+3,073	ADD
435	Alley Investment Management Company, LLC	$6.2M	212,637	+42,909	ADD
436	MONEY CONCEPTS CAPITAL CORP	$6.1M	210,143	+1,131	ADD
437	Assenagon Asset Management S.A.	$6.1M	209,655	−130,234	TRIM
438	Apollon Wealth Management, LLC	$6.0M	208,624	−8,076	TRIM
439	Mediolanum International Funds Ltd	$6.0M	207,823	+148,008	ADD
440	SageGuard Financial Group, LLC	$6.0M	206,313	+19,513	ADD
441	Laird Norton Wetherby Trust Company, LLC	$6.0M	206,298	−59	TRIM
442	INDEPENDENT FINANCIAL GROUP, LLC	$6.0M	206,097	—	NO PRIOR
443	Brevan Howard Capital Management LP	$6.0M	205,883	−85,500	TRIM
444	SHELTON CAPITAL MANAGEMENT	$6.0M	205,662	−125,439	TRIM
445	Wilmington Savings Fund Society, FSB	$5.9M	203,763	+2,311	ADD
446	TOWNSQUARE CAPITAL LLC	$5.9M	203,178	+32,108	ADD
447	Atlantic Union Bankshares Corp	$5.9M	201,996	−3,817	TRIM
448	EP Wealth Advisors, LLC	$5.8M	201,129	−11,105	TRIM
449	IHT Wealth Management, LLC	$5.8M	200,829	+59,832	ADD
450	North Dakota State Investment Board	$5.8M	200,266	−40,186	TRIM
451	Occidental Asset Management, LLC	$5.8M	199,032	+12,629	ADD
452	XML Financial, LLC	$5.7M	197,919	−3,261	TRIM
453	Ledyard National Bank	$5.7M	197,872	−1,837	TRIM
454	Mutual Advisors, LLC	$5.7M	197,703	−32,626	TRIM
455	UMB Bank, n.a.	$5.6M	194,708	−15,919	TRIM
456	Plato Investment Management Ltd	$5.6M	193,587	+31,563	ADD
457	MUFG SECURITIES AMERICAS INC.	$5.6M	193,669	+2,677	ADD
458	Sowell Financial Services LLC	$5.5M	191,320	−36,440	TRIM
459	AlphaCore Capital LLC	$5.5M	190,145	−28,412	TRIM
460	SECURIAN ASSET MANAGEMENT, INC	$5.5M	189,914	−2,862	TRIM
461	Generali Investments CEE, investicni spolecnost, a.s.	$5.5M	189,128	+836	ADD
462	Moors & Cabot, Inc.	$5.4M	186,518	−10,554	TRIM
463	Squarepoint Ops LLC	$5.4M	186,092	−704,819	TRIM
464	Vise Technologies, Inc.	$5.4M	217,005	0	NO CHANGE
465	Equitable Holdings, Inc.	$5.3M	212,520	+21,687	ADD
466	Walleye Trading LLC	$5.3M	183,469	+183,469	NEW
467	OpenArc Corporate Advisory, LLC	$5.3M	181,730	+5,719	ADD
468	ROMANO BROTHERS AND COMPANY	$5.3M	181,323	−866	TRIM
469	ALTA CAPITAL MANAGEMENT LLC/	$5.2M	179,750	+513	ADD
470	Ranch Capital Advisors Inc.	$5.2M	178,997	+14,989	ADD
471	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$5.2M	178,665	−1,300	TRIM
472	Cornerstone Wealth Management, LLC	$5.1M	175,734	+4,866	ADD
473	Azimuth Capital Investment Management LLC	$5.0M	172,955	−2,176	TRIM
474	HBK Sorce Advisory LLC	$5.0M	199,085	−18,270	TRIM
475	Snowden Capital Advisors LLC	$5.0M	172,392	−4,849	TRIM
476	DAVENPORT & Co LLC	$5.0M	172,315	−17,169	TRIM
477	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	$5.0M	171,900	+171,900	NEW
478	HUB Investment Partners, LLC	$5.0M	171,445	+43,369	ADD
479	Freestone Capital Holdings, LLC	$5.0M	171,224	+385	ADD
480	Csenge Advisory Group	$5.0M	170,940	−37,078	TRIM
481	QUADRANT CAPITAL GROUP LLC	$5.0M	170,899	−453	TRIM
482	SIGNATUREFD, LLC	$4.9M	168,249	+8,470	ADD
483	Ameritas Advisory Services, LLC	$4.9M	167,370	−8,049	TRIM
484	Rock Point Advisors, LLC	$4.8M	166,534	+485	ADD
485	UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO	$4.8M	166,254	+16,310	ADD
486	LEVEL FOUR ADVISORY SERVICES, LLC	$4.8M	166,166	−2,601	TRIM
487	Kovack Advisors, Inc.	$4.8M	168,481	+4,770	ADD
488	Callan Family Office, LLC	$4.8M	165,553	+6,089	ADD
489	Compound Planning, Inc.	$4.8M	165,163	+22,043	ADD
490	Parkway Wealth Management Group, LLC	$4.8M	178,332	+51,562	ADD
491	CENTRAL TRUST Co	$4.8M	165,090	−14,374	TRIM
492	WESTWOOD HOLDINGS GROUP INC	$4.8M	164,181	−5,764	TRIM
493	Meeder Advisory Services, Inc.	$4.7M	163,787	+17,343	ADD
494	INTRUST BANK NA	$4.7M	163,185	+15,906	ADD
495	NICOLET BANKSHARES INC	$4.7M	163,133	+163,133	NEW
496	RWA WEALTH PARTNERS, LLC	$4.7M	162,373	+12,549	ADD
497	Callahan Advisors, LLC	$4.7M	160,609	−25,628	TRIM
498	Bridgewater Associates, LP	$4.6M	160,363	+160,363	NEW
499	Cresset Asset Management, LLC	$4.6M	159,238	+11,895	ADD
500	SIMON QUICK ADVISORS, LLC	$4.6M	158,878	+13,794	ADD

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

Congress ↔ notable managers · T

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

Congress · last 90 days

Buyers: 2 Alan Armstrong R–OK, Ro Khanna D–CA-17 $30K–$100K
Sellers: 1 Tim Moore R–NC-14 $50K–$100K

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 $48.1M held
Trimming: 2 Tudor Investment Corp, Caxton Associates $34.8M held

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

Merged timeline of congressional filings and notable-manager moves on T
Date	Who	Change	Size
2026-08-20	Tim Moore Congress	SELL	$50K–$100K
2026-07-21	Alan Armstrong Congress	BUY	$15K–$50K
2026-07-06	Ro Khanna Congress	BUY	$15K–$50K
2026-05-15	Gotham Asset Management 13F	ADD	+24,604 sh
2026-05-15	Bridgewater Associates 13F	NEW	+160,363 sh
2026-05-15	Tudor Investment Corp 13F	TRIM	−905,162 sh
2026-05-14	Caxton Associates 13F	TRIM	−47,653 sh

7 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

76 members of Congress disclosed T — 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).