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 ↗

TORONTO DOMINION BK ONT · COM NEW · quarter ended 2026-03-31 · 7 members disclosed TD ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 602 holders are listed, largest first: 602
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $68.3B
holders whose share count rose or who opened the position (new + add), by shares: 277
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 63

Holders — quarter ended 2026-03-31

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

13F holders of TD ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	ROYAL BANK OF CANADA	$10.7B	114,542,618	−6,795,176	TRIM
2	BANK OF MONTREAL /CAN/	$7.0B	75,336,464	+5,558,558	ADD
3	VANGUARD CAPITAL MANAGEMENT LLC	$4.7B	50,497,120	—	NO PRIOR
4	CIBC WORLD MARKET INC.	$3.7B	39,319,985	+653,669	ADD
5	TD ASSET MANAGEMENT INC	$3.5B	37,654,650	+57,903	ADD
6	1832 Asset Management L.P.	$2.8B	30,345,986	−1,943,626	TRIM
7	NATIONAL BANK OF CANADA /FI/	$2.6B	27,422,403	+1,791,733	ADD
8	FIL Ltd	$2.5B	26,709,671	−4,270,754	TRIM
9	MACKENZIE FINANCIAL CORP	$2.3B	24,114,490	−1,422,282	TRIM
10	TD Waterhouse Canada Inc.	$1.9B	20,650,959	+11,368,674	ADD
11	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$1.6B	16,927,399	−87,437	TRIM
12	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$1.4B	14,219,093	−991,669	TRIM
13	VANGUARD FIDUCIARY TRUST CO	$1.4B	14,777,316	—	NO PRIOR
14	BANK OF NOVA SCOTIA	$1.2B	12,511,563	−6,975,178	TRIM
15	CANADA PENSION PLAN INVESTMENT BOARD	$1.2B	12,476,893	−1,046,363	TRIM
16	CIBC Asset Management Inc	$1.1B	11,954,710	−2,198,674	TRIM
17	Vanguard Global Advisers, LLC	$1.1B	11,821,337	—	NO PRIOR
18	FMR LLC	$1.0B	11,040,738	−99,955	TRIM
19	Connor, Clark & Lunn Investment Management Ltd.	$993M	10,640,443	+1,519,642	ADD
20	SCOTIA CAPITAL INC.	$987M	10,586,822	−98,708	TRIM
21	Legal & General Group Plc	$965M	10,367,941	+219,617	ADD
22	Federation des caisses Desjardins du Quebec	$890M	9,562,538	−349,283	TRIM
23	DIMENSIONAL FUND ADVISORS LP	$706M	7,565,982	+589,316	ADD
24	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$604M	6,470,416	−5,429,529	TRIM
25	MORGAN STANLEY	$559M	5,989,805	+703,497	ADD
26	Invesco Ltd.	$509M	5,453,357	+466,755	ADD
27	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$470M	5,031,656	+2,202,225	ADD
28	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$468M	5,031,324	+75,339	ADD
29	BANK OF AMERICA CORP /DE/	$464M	4,967,545	+358,412	ADD
30	DEUTSCHE BANK AG\	$433M	4,643,057	−55,075	TRIM
31	Alberta Investment Management Corp	$392M	4,195,116	+1,013,316	ADD
32	PICTON MAHONEY ASSET MANAGEMENT	$350M	3,746,718	+349,746	ADD
33	Amundi	$290M	3,103,758	−344,734	TRIM
34	VANGUARD ASSET MANAGEMENT, Ltd	$287M	3,072,950	—	NO PRIOR
35	Capital Research Global Investors	$276M	2,955,734	−2,755,268	TRIM
36	PUBLIC SECTOR PENSION INVESTMENT BOARD	$274M	2,931,884	+653,251	ADD
37	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$274M	2,941,415	+678,926	ADD
38	STATE STREET CORP	$268M	2,875,154	+14,077	ADD
39	LETKO, BROSSEAU & ASSOCIATES INC	$234M	2,516,065	−226,683	TRIM
40	TORONTO DOMINION BANK	$196M	2,094,932	+119,594	ADD
41	BlackRock, Inc.	$190M	2,040,485	+135,731	ADD
42	Grantham, Mayo, Van Otterloo & Co. LLC	$183M	1,960,719	+114,874	ADD
43	UBS Group AG	$177M	1,901,313	−421,843	TRIM
44	Addenda Capital Inc.	$169M	1,300,447	−2,688	TRIM
45	Aviso Financial Inc.	$158M	1,693,349	+2,342	ADD
46	ALLIANCEBERNSTEIN L.P.	$154M	1,632,379	+153,209	ADD
47	OMERS ADMINISTRATION Corp	$151M	1,617,955	−239,412	TRIM
48	AVIVA PLC	$140M	1,506,462	+39,006	ADD
49	SEB Asset Management AB	$139M	1,494,394	—	NO PRIOR
50	Nuveen, LLC	$136M	1,457,986	−8,833	TRIM
51	Scheer, Rowlett & Associates Investment Management Ltd.	$128M	1,368,213	−224,963	TRIM
52	NORTHERN TRUST CORP	$123M	1,315,908	+32,791	ADD
53	GUARDIAN CAPITAL LP	$121M	1,301,737	−18,235	TRIM
54	Quadrature Capital Ltd	$120M	1,288,100	+80,251	ADD
55	INTACT INVESTMENT MANAGEMENT INC.	$117M	1,256,136	−1,053,490	TRIM
56	AQR CAPITAL MANAGEMENT LLC	$116M	1,256,775	−193,080	TRIM
57	FRANKLIN RESOURCES INC	$104M	1,115,134	+162,149	ADD
58	Korea Investment CORP	$102M	1,090,952	+137,422	ADD
59	Clark Capital Management Group, Inc.	$99.3M	1,064,277	−70,553	TRIM
60	Alyeska Investment Group, L.P.	$87.9M	941,992	+941,992	NEW
61	Pictet Asset Management Holding SA	$85.9M	923,081	−19,455	TRIM
62	TWO SIGMA INVESTMENTS, LP	$82.1M	880,112	+880,112	NEW
63	BNP Paribas Asset Management Holding S.A.	$73.8M	790,058	+533,690	ADD
64	Vanguard Investments Australia, Ltd.	$73.5M	787,126	—	NO PRIOR
65	Zurcher Kantonalbank (Zurich Cantonalbank)	$71.4M	766,560	+40,605	ADD
66	BANK OF NOVA SCOTIA TRUST CO	$69.6M	746,266	−13,720	TRIM
67	INTECH INVESTMENT MANAGEMENT LLC	$65.9M	708,006	+256,647	ADD
68	Guardian Partners Inc.	$65.6M	702,815	−13,202	TRIM
69	Northwest & Ethical Investments L.P.	$64.6M	688,491	−28,943	TRIM
70	LAZARD ASSET MANAGEMENT LLC	$62.2M	665,884	+311,759	ADD
71	AMERICAN CENTURY COMPANIES INC	$62.0M	663,452	+151,314	ADD
72	Qube Research & Technologies Ltd	$59.0M	631,869	+494,329	ADD
73	UniSuper Management Pty Ltd	$58.7M	451,838	+4,300	ADD
74	FIRST TRUST ADVISORS LP	$56.1M	601,469	+39,608	ADD
75	CITIGROUP INC	$54.6M	586,846	−236,613	TRIM
76	MILLENNIUM MANAGEMENT LLC	$53.5M	573,860	−251,030	TRIM
77	CIDEL ASSET MANAGEMENT INC	$53.3M	572,742	+371,138	ADD
78	STATE OF WISCONSIN INVESTMENT BOARD	$50.8M	546,063	−88,500	TRIM
79	Purpose Unlimited Inc.	$50.8M	544,286	+40,427	ADD
80	ROYAL LONDON ASSET MANAGEMENT LTD	$47.4M	508,178	+1,722	ADD
81	Fiera Capital Corp	$45.4M	487,391	+359,160	ADD
82	ENVESTNET ASSET MANAGEMENT INC	$41.8M	447,819	+85,199	ADD
83	Advisors Capital Management, LLC	$40.6M	435,231	−2,092	TRIM
84	Lansforsakringar Fondforvaltning AB (publ)	$37.0M	397,828	−2,139	TRIM
85	MONTRUSCO BOLTON INVESTMENTS INC.	$34.2M	367,619	−6,384	TRIM
86	RAYMOND JAMES FINANCIAL INC	$33.3M	357,298	+14,960	ADD
87	Harvest Portfolios Group Inc.	$33.2M	355,336	+103,357	ADD
88	AustralianSuper Pty Ltd	$31.8M	340,438	+340,438	NEW
89	WELLS FARGO & COMPANY/MN	$30.7M	328,878	−15,373	TRIM
90	WELLINGTON MANAGEMENT GROUP LLP	$30.5M	327,748	−20,061	TRIM
91	Zurich Insurance Group Ltd/FI	$29.8M	320,362	−20,801	TRIM
92	Swiss Life Asset Management Ltd	$28.9M	310,132	+32,029	ADD
93	GODSEY & GIBB, INC	$28.6M	306,209	−18,597	TRIM
94	Varma Mutual Pension Insurance Co	$28.1M	301,698	0	NO CHANGE
95	Allianz Asset Management GmbH	$27.8M	298,526	+191,473	ADD
96	SIG North Trading, ULC	$27.7M	296,897	+190,591	ADD
97	Cardinal Point Capital Management ULC	$27.3M	293,001	−3,897	TRIM
98	Investment Management Corp of Ontario	$26.7M	286,629	−56,783	TRIM
99	USS Investment Management Ltd	$26.2M	280,408	+3,092	ADD
100	CANERECTOR INC	$26.0M	200,000	0	NO CHANGE
101	Triasima Portfolio Management inc.	$25.7M	276,049	+24,879	ADD
102	Creative Planning	$24.7M	264,504	+18,311	ADD
103	Janus Henderson Group Ltd.	$24.5M	263,491	−975	TRIM
104	Genus Capital Management Inc.	$24.2M	260,428	+82,803	ADD
105	Generali Asset Management SPA SGR	$23.1M	177,471	+11,958	ADD
106	Heathbridge Capital Management Ltd.	$22.7M	243,350	−1,750	TRIM
107	Maryland State Retirement & Pension System	$22.2M	237,776	+3,475	ADD
108	LPL Financial LLC	$21.4M	229,801	+7,742	ADD
109	ASR Vermogensbeheer N.V.	$20.5M	220,340	−33,021	TRIM
110	Man Group plc	$20.1M	215,697	−68,393	TRIM
111	Waratah Capital Advisors Ltd.	$19.8M	212,432	−86,142	TRIM
112	Danica Pension, Livsforsikringsaktieselskab	$19.1M	147,262	+147,262	NEW
113	D. E. Shaw & Co., Inc.	$18.6M	199,029	+163,675	ADD
114	CITADEL ADVISORS LLC	$18.2M	194,769	+130,693	ADD
115	PORTLAND INVESTMENT COUNSEL INC.	$17.9M	192,000	0	NO CHANGE
116	Crossmark Global Holdings, Inc.	$17.4M	186,833	—	NO PRIOR
117	HighTower Advisors, LLC	$17.4M	186,298	+2,861	ADD
118	NICOLA WEALTH MANAGEMENT LTD.	$17.2M	183,802	−179,500	TRIM
119	Utah Retirement Systems	$17.1M	184,005	−8,673	TRIM
120	American Assets Investment Management, LLC	$15.4M	165,000	0	NO CHANGE
121	Quantinno Capital Management LP	$15.2M	162,606	+32,283	ADD
122	JANE STREET GROUP, LLC	$14.1M	150,708	+38,130	ADD
123	Lighthouse Investment Partners, LLC	$12.8M	136,811	+76,841	ADD
124	Lombard Odier Asset Management (Switzerland) SA	$12.2M	131,072	+17,300	ADD
125	PCJ Investment Counsel Ltd.	$11.4M	121,860	+6,320	ADD
126	Gold Investment Management Ltd.	$11.1M	119,227	+1,112	ADD
127	VOYA INVESTMENT MANAGEMENT LLC	$11.0M	118,208	−2,809	TRIM
128	Osmosis Investment Management UK Ltd	$10.6M	113,963	−18,778	TRIM
129	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$9.9M	106,038	−279,582	TRIM
130	Modera Wealth Management, LLC	$9.2M	98,646	−8,977	TRIM
131	HSBC HOLDINGS PLC	$9.1M	97,998	−29,000	TRIM
132	RENAISSANCE TECHNOLOGIES LLC	$9.0M	96,180	−431,900	TRIM
133	Cumberland Partners Ltd	$8.8M	94,929	−14,330	TRIM
134	Walter Public Investments Inc.	$8.8M	93,763	+84,763	ADD
135	Cetera Investment Advisers	$8.7M	93,187	+3,314	ADD
136	STIFEL FINANCIAL CORP	$8.6M	92,058	−4,375	TRIM
137	Mariner, LLC	$8.4M	90,092	+6,933	ADD
138	NewSquare Capital LLC	$8.3M	88,882	−1,078	TRIM
139	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	$8.1M	86,700	+45,900	ADD
140	JCIC Asset Management Inc.	$8.1M	86,674	+1,426	ADD
141	Y-Intercept (Hong Kong) Ltd	$8.0M	86,031	+86,031	NEW
142	FIDUCIARY TRUST CO	$8.0M	85,740	0	NO CHANGE
143	COMMONWEALTH EQUITY SERVICES, LLC	$8.0M	85,682	+514	ADD
144	Capital World Investors	$7.7M	82,501	+1,060	ADD
145	BCV Asset Management Inc.	$7.3M	78,917	+78,917	NEW
146	K.J. Harrison & Partners Inc	$6.6M	71,321	+7	ADD
147	SUSQUEHANNA ADVISORS GROUP, INC.	$6.6M	71,000	0	NO CHANGE
148	NATIXIS	$6.6M	70,361	−17,868	TRIM
149	Point72 Asset Management, L.P.	$6.3M	67,305	+67,305	NEW
150	CREDIT AGRICOLE S A	$6.1M	65,092	+4,591	ADD
151	Pacifica Partners Inc.	$5.8M	61,856	−1,637	TRIM
152	Stablepoint Partners, LLC	$5.7M	61,423	−6,725	TRIM
153	UNIVEST FINANCIAL Corp	$5.7M	60,658	−124	TRIM
154	Ensign Peak Advisors, Inc	$5.6M	60,453	−10,900	TRIM
155	Metis Global Partners, LLC	$5.6M	60,348	−5,247	TRIM
156	Cerity Partners LLC	$5.4M	57,414	+5,038	ADD
157	Corient Private Wealth LLC	$5.2M	56,411	−49,900	TRIM
158	Ewing Morris & Co. Investment Partners Ltd.	$5.0M	53,354	−3	TRIM
159	JUPITER ASSET MANAGEMENT LTD	$4.9M	52,375	+52,375	NEW
160	Assenagon Asset Management S.A.	$4.9M	52,340	+183	ADD
161	Value Partners Investments Inc.	$4.8M	50,989	+1,701	ADD
162	Tidal Investments LLC	$4.5M	47,959	+37,904	ADD
163	Burkett Asset Management Ltd	$4.4M	47,101	−1,150	TRIM
164	Tacita Capital Inc	$4.3M	46,601	−13	TRIM
165	Focus Partners Wealth	$4.3M	46,155	+2,936	ADD
166	Orion Porfolio Solutions, LLC	$4.2M	45,467	+329	ADD
167	Vise Technologies, Inc.	$4.2M	44,734	0	NO CHANGE
168	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$4.1M	44,023	−2,371	TRIM
169	OSAIC HOLDINGS, INC.	$4.1M	43,771	−3,024	TRIM
170	WELCH & FORBES LLC	$4.0M	43,316	−418	TRIM
171	Vanguard Personalized Indexing Management, LLC	$4.0M	42,778	−1,109	TRIM
172	Auto-Owners Insurance Co	$3.9M	42,096	0	NO CHANGE
173	WORLDQUANT MILLENNIUM ADVISORS LLC	$3.7M	39,892	−13,512	TRIM
174	M&T BANK CORP	$3.7M	39,372	−286	TRIM
175	MML INVESTORS SERVICES, LLC	$3.6M	38,283	−1,561	TRIM
176	Cassaday & Co Wealth Management LLC	$3.5M	37,966	−240	TRIM
177	QUADRANT CAPITAL GROUP LLC	$3.4M	36,816	−4	TRIM
178	TABLEAUX LLC	$3.4M	36,465	0	NO CHANGE
179	BALDWIN WEALTH PARTNERS LLC/MA	$3.2M	34,675	−200	TRIM
180	Evelyn Partners Investment Management LLP	$3.2M	34,014	−55	TRIM
181	Sustainable Insight Capital Management, LLC	$3.1M	33,065	+3,552	ADD
182	PRUDENTIAL PLC	$3.1M	32,806	0	NO CHANGE
183	CenterBook Partners LP	$3.0M	32,037	+32,037	NEW
184	Rockefeller Capital Management L.P.	$3.0M	31,671	+6,287	ADD
185	Laird Norton Wetherby Trust Company, LLC	$2.9M	31,591	+1,900	ADD
186	Private Advisor Group, LLC	$2.9M	31,537	+510	ADD
187	GROUP ONE TRADING LLC	$2.9M	31,257	+5,796	ADD
188	CMH Wealth Management LLC	$2.9M	30,595	+30,595	NEW
189	Sumitomo Mitsui DS Asset Management Company, Ltd	$2.8M	30,114	+770	ADD
190	GRIMES & Co WEALTH MANAGEMENT, LLC	$2.8M	29,926	+66	ADD
191	Equitable Holdings, Inc.	$2.8M	29,539	+1,028	ADD
192	Flagship Capital Management Inc.	$2.8M	29,575	−207	TRIM
193	Claro Advisors Inc.	$2.7M	29,128	−190	TRIM
194	PINNACLE ASSOCIATES LTD	$2.7M	28,922	+700	ADD
195	&PARTNERS	$2.6M	28,108	+328	ADD
196	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$2.6M	27,515	0	NO CHANGE
197	SIGNATUREFD, LLC	$2.6M	27,398	+1,800	ADD
198	Te Ahumairangi Investment Management Ltd	$2.6M	27,432	−3,807	TRIM
199	Magnetar Financial LLC	$2.5M	27,327	−18,382	TRIM
200	Pathstone Holdings, LLC	$2.5M	27,181	+2,440	ADD
201	IEQ CAPITAL, LLC	$2.5M	27,158	+4,016	ADD
202	WealthTrust Axiom LLC	$2.5M	26,661	−210	TRIM
203	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$2.4M	25,638	+1,215	ADD
204	MERCER GLOBAL ADVISORS INC /ADV	$2.4M	25,865	+11,040	ADD
205	US BANCORP \DE\	$2.4M	25,803	+831	ADD
206	Compound Planning, Inc.	$2.4M	25,422	+1,158	ADD
207	Moors & Cabot, Inc.	$2.3M	25,087	−50	TRIM
208	XTX Topco Ltd	$2.3M	24,401	+19,692	ADD
209	Empowered Funds, LLC	$2.3M	24,124	+24,124	NEW
210	Morningstar Investment Management LLC	$2.2M	23,553	+2,456	ADD
211	PRINCIPAL SECURITIES, INC.	$2.2M	23,451	+2,417	ADD
212	PARK CIRCLE Co	$2.2M	23,300	−100	TRIM
213	Sequoia Financial Advisors, LLC	$2.2M	23,129	−1,310	TRIM
214	Family Legacy, Inc.	$2.2M	23,112	−191	TRIM
215	Applied Capital LLC/FL	$2.2M	23,051	−990	TRIM
216	State of Wyoming	$2.1M	22,765	+20,730	ADD
217	HORIZON KINETICS ASSET MANAGEMENT LLC	$2.1M	22,500	−817	TRIM
218	Weaver C. Barksdale & Associates, Inc.	$2.1M	21,956	+1,237	ADD
219	Kestra Advisory Services, LLC	$2.0M	21,416	+1,852	ADD
220	Stratos Wealth Partners, LTD.	$2.0M	21,130	−209	TRIM
221	Probity Advisors, Inc.	$2.0M	20,941	−645	TRIM
222	Nordwand Advisors, LLC	$1.9M	20,800	0	NO CHANGE
223	SEI INVESTMENTS CO	$1.9M	20,242	+1,922	ADD
224	Bleakley Financial Group, LLC	$1.8M	19,540	+2,577	ADD
225	Alphadyne Asset Management LP	$1.8M	19,138	+19,138	NEW
226	BALYASNY ASSET MANAGEMENT L.P.	$1.8M	19,086	+2,339	ADD
227	DONALDSON CAPITAL MANAGEMENT, LLC	$1.8M	19,019	+2,126	ADD
228	VIEWPOINT INVESTMENT PARTNERS CORP	$1.8M	18,497	+18,497	NEW
229	Hudson Portfolio Management LLC	$1.7M	18,653	−555	TRIM
230	Steward Partners Investment Advisory, LLC	$1.7M	18,437	+1,914	ADD
231	Sanctuary Advisors, LLC	$1.7M	18,216	+847	ADD
232	COMMONS CAPITAL, LLC	$1.7M	17,963	−63	TRIM
233	Frank, Rimerman Advisors LLC	$1.6M	16,923	+2,930	ADD
234	Beacon Pointe Advisors, LLC	$1.5M	16,077	+4,250	ADD
235	Valmark Advisers, Inc.	$1.5M	16,057	+122	ADD
236	Greenfield Seitz Capital Management, LLC	$1.5M	15,857	−585	TRIM
237	Redhawk Wealth Advisors, Inc.	$1.4M	15,466	+15,466	NEW
238	KEYBANK NATIONAL ASSOCIATION/OH	$1.4M	15,425	+6,745	ADD
239	TRUIST FINANCIAL CORP	$1.4M	15,277	−1,189	TRIM
240	EP Wealth Advisors, LLC	$1.4M	15,150	−1,654	TRIM
241	AMERICAN ASSETS INC	$1.4M	15,000	0	NO CHANGE
242	Cyndeo Wealth Partners, LLC	$1.4M	14,784	−247	TRIM
243	CENTRAL TRUST Co	$1.4M	14,731	0	NO CHANGE
244	Daiwa Securities Group Inc.	$1.4M	14,700	−55	TRIM
245	Quilter Plc	$1.4M	10,425	0	NO CHANGE
246	Caprock Group, LLC	$1.3M	14,296	+1,065	ADD
247	Qtron Investments LLC	$1.3M	14,073	0	NO CHANGE
248	Balanced Rock Investment Advisors LLC	$1.3M	13,776	−740	TRIM
249	LRT Capital Management, LLC	$1.3M	13,721	−27,503	TRIM
250	Walleye Capital LLC	$1.3M	13,613	+4,873	ADD
251	ARS Wealth Advisors Group, LLC	$1.2M	13,120	0	NO CHANGE
252	Savant Capital, LLC	$1.2M	12,890	+2,226	ADD
253	HM PAYSON & CO	$1.2M	12,599	0	NO CHANGE
254	RITHOLTZ WEALTH MANAGEMENT	$1.2M	12,471	+3,025	ADD
255	Ballentine Partners, LLC	$1.2M	12,343	+603	ADD
256	Main Line Retirement Advisors, LLC	$1.1M	12,254	+102	ADD
257	Bridgewater Advisors Inc.	$1.1M	10,625	−755	TRIM
258	Callan Family Office, LLC	$1.1M	12,075	+875	ADD
259	Radnor Capital Management, LLC	$1.1M	11,836	0	NO CHANGE
260	PCM Encore, LLC	$1.1M	11,831	+699	ADD
261	COMMERCE BANK	$1.1M	11,660	+6,873	ADD
262	SILVERLAKE WEALTH MANAGEMENT LLC	$1.1M	11,395	+6	ADD
263	Dickmeyer Boyce Financial Management, Inc.	$1.0M	11,085	—	NO PRIOR
264	PRINCIPAL FINANCIAL GROUP INC	$1.0M	11,000	−27,600	TRIM
265	UMB Bank, n.a.	$1.0M	10,895	−1,025	TRIM
266	D.A. DAVIDSON & CO.	$1.0M	10,877	−3,454	TRIM
267	Affinity Capital Advisors, LLC	$1.0M	10,817	+227	ADD
268	BLAIR WILLIAM & CO/IL	$965K	10,346	+6,509	ADD
269	Linden Thomas Advisory Services, LLC	$955K	10,231	+458	ADD
270	Themes Management Co LLC	$949K	10,168	+70	ADD
271	TI-TRUST, INC	$945K	10,130	0	NO CHANGE
272	CHESAPEAKE CAPITAL CORP /IL/	$938K	10,055	0	NO CHANGE
273	Avalon Trust Co	$933K	10,000	0	NO CHANGE
274	ALLIANZ SE	$931K	10,000	−650	TRIM
275	FIRST CITIZENS BANK & TRUST CO	$925K	9,916	−4	TRIM
276	Tower Research Capital LLC (TRC)	$919K	9,854	+3,520	ADD
277	KESTRA PRIVATE WEALTH SERVICES, LLC	$919K	9,854	+724	ADD
278	Gateway Wealth Partners, LLC	$912K	9,769	+9,769	NEW
279	FULTON BANK, N.A.	$894K	9,585	+13	ADD
280	NewEdge Advisors, LLC	$856K	9,171	+9,171	NEW
281	MGO ONE SEVEN LLC	$854K	9,156	+2,381	ADD
282	CRA Financial Services, LLC	$846K	9,069	−251	TRIM
283	EVERGREEN CAPITAL MANAGEMENT LLC	$840K	9,005	+461	ADD
284	Penobscot Investment Management Company, Inc.	$820K	8,784	0	NO CHANGE
285	OneDigital Investment Advisors LLC	$806K	8,634	−349	TRIM
286	ROCKLAND TRUST CO	$785K	8,417	−552	TRIM
287	WESTWOOD HOLDINGS GROUP INC	$784K	8,419	+8,419	NEW
288	Essex Financial Services, Inc.	$770K	8,254	+183	ADD
289	BURNEY CO/	$753K	8,070	−587	TRIM
290	QRG CAPITAL MANAGEMENT, INC.	$753K	8,069	+410	ADD
291	NLB Skladi, upravljanje premozenja, d.o.o.	$746K	8,000	0	NO CHANGE
292	Vident Advisory, LLC	$743K	7,964	−1,380	TRIM
293	BROWN ADVISORY INC	$740K	7,929	+883	ADD
294	Atria Investments, Inc	$737K	7,895	−588	TRIM
295	CWM, LLC	$736K	7,886	+1,711	ADD
296	M. Kulyk & Associates, LLC	$734K	7,868	−2,122	TRIM
297	PDS Planning, Inc	$730K	7,828	−39	TRIM
298	Candriam S.C.A.	$725K	7,792	0	NO CHANGE
299	Wolff Financial Management LLC	$725K	7,771	0	NO CHANGE
300	Pathway Financial Advisers, LLC	$720K	7,713	+7,713	NEW
301	World Investment Advisors	$717K	7,685	−2,514	TRIM
302	LGT Group Foundation	$708K	7,580	−720	TRIM
303	Sivia Capital Partners, LLC	$707K	7,574	−2,165	TRIM
304	SAGESPRING WEALTH PARTNERS, LLC	$698K	7,480	+914	ADD
305	SkyOak Wealth, LLC	$690K	7,398	−1,000	TRIM
306	Carnegie Lake Advisors LLC	$681K	7,299	0	NO CHANGE
307	Checchi Capital Advisers, LLC	$671K	7,194	+104	ADD
308	Apollon Wealth Management, LLC	$669K	7,166	+33	ADD
309	CAPSTONE INVESTMENT ADVISORS, LLC	$648K	6,949	+6,949	NEW
310	Concurrent Investment Advisors, LLC	$642K	6,885	+1,545	ADD
311	Mystic Asset Management, Inc.	$631K	6,761	+413	ADD
312	SHP Wealth Management	$617K	6,609	0	NO CHANGE
313	Net Worth Advisory Group	$610K	6,540	−431	TRIM
314	Greenfield Savings Bank	$601K	6,440	−4	TRIM
315	Chicago Partners Investment Group LLC	$600K	5,735	+102	ADD
316	Ranch Capital Advisors Inc.	$599K	6,415	+2	ADD
317	Jefferies Financial Group Inc.	$578K	6,200	+6,200	NEW
318	OPPENHEIMER & CO INC	$578K	6,192	+73	ADD
319	Merit Financial Group, LLC	$576K	6,168	+1,871	ADD
320	Investors Research Corp	$568K	6,087	−85	TRIM
321	CABOT WEALTH MANAGEMENT INC	$563K	6,032	0	NO CHANGE
322	DAVENPORT & Co LLC	$559K	5,991	+68	ADD
323	DAVIS R M INC	$555K	5,949	+5,949	NEW
324	ASAHI LIFE ASSET MANAGEMENT CO., LTD.	$537K	5,767	+734	ADD
325	Baird Financial Group, Inc.	$536K	5,748	+5,748	NEW
326	Pure Financial Advisors, LLC	$529K	5,668	+1,331	ADD
327	Marble Harbor Investment Counsel, LLC	$521K	5,584	+275	ADD
328	HB Wealth Management, LLC	$515K	5,514	+891	ADD
329	BENNETT SELBY INVESTMENTS LP	$511K	5,474	0	NO CHANGE
330	ACADIAN ASSET MANAGEMENT LLC	$510K	5,480,221	−3,212,449	TRIM
331	Dynamic Technology Lab Private Ltd	$509K	5,450	+5,450	NEW
332	Aprio Wealth Management, LLC	$505K	5,414	+417	ADD
333	WRIGHT INVESTORS SERVICE INC	$502K	5,383	+21	ADD
334	Ascent Group, LLC	$497K	5,329	+539	ADD
335	Wealth Management Associates, Inc.	$491K	5,264	+18	ADD
336	Blue Trust, Inc.	$490K	5,249	+11	ADD
337	MQS Management LLC	$489K	5,242	+5,242	NEW
338	Covenant Asset Management, LLC	$480K	5,142	0	NO CHANGE
339	DIVERSIFY WEALTH MANAGEMENT, LLC	$479K	4,588	+4,588	NEW
340	Income Insurance Ltd	$478K	5,135	0	NO CHANGE
341	Manske Wealth Management	$476K	5,101	0	NO CHANGE
342	Bank Julius Baer & Co. Ltd, Zurich	$472K	5,055	−210	TRIM
343	Next Level Private LLC	$469K	5,023	0	NO CHANGE
344	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$469K	5,022	+5,022	NEW
345	Sowell Financial Services LLC	$465K	4,988	+96	ADD
346	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$460K	4,926	+3,902	ADD
347	BAR HARBOR WEALTH MANAGEMENT	$456K	4,890	0	NO CHANGE
348	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	$453K	4,853	0	NO CHANGE
349	Ashton Thomas Private Wealth, LLC	$450K	4,817	−104	TRIM
350	GREAT VALLEY ADVISOR GROUP, INC.	$449K	4,809	−328	TRIM
351	Verdence Capital Advisors LLC	$441K	4,723	+1	ADD
352	Brooklyn Investment Group	$436K	4,678	+4,678	NEW
353	Fiduciary Group, LLC	$433K	4,644	0	NO CHANGE
354	111 Capital	$432K	4,622	+4,622	NEW
355	Addison Advisors LLC	$430K	4,603	−10	TRIM
356	J. Safra Sarasin Holding AG	$426K	4,576	+551	ADD
357	Independent Advisor Alliance	$426K	4,560	−600	TRIM
358	Allworth Financial LP	$425K	4,560	+249	ADD
359	Powers Advisory Group, LLC	$423K	4,538	0	NO CHANGE
360	WASATCH ADVISORS LP	$422K	4,518	−46,976	TRIM
361	Cypress Capital Group	$421K	4,516	−370	TRIM
362	Massar Capital Management, LP	$416K	4,453	+4,453	NEW
363	Rehmann Capital Advisory Group	$415K	4,447	−497	TRIM
364	CITIZENS FINANCIAL GROUP INC/RI	$410K	4,396	+7	ADD
365	Waverly Advisors, LLC	$408K	4,377	−121	TRIM
366	PARSONS CAPITAL MANAGEMENT INC/RI	$408K	4,368	−200	TRIM
367	Prospera Financial Services Inc	$406K	4,348	+4,348	NEW
368	COLDSTREAM CAPITAL MANAGEMENT INC	$406K	4,349	+436	ADD
369	Alhambra Investment Management LLC	$397K	4,251	0	NO CHANGE
370	CIBC Bancorp USA Inc.	$395K	3,315	—	NO PRIOR
371	Spartan Wealth Advisory Services LLC	$394K	4,225	—	NO PRIOR
372	Focus Partners Advisor Solutions, LLC	$389K	4,172	+748	ADD
373	Kathmere Capital Management, LLC	$386K	4,136	+421	ADD
374	Columbia Asset Management	$386K	4,135	+300	ADD
375	Pine Valley Investments Ltd Liability Co	$385K	4,123	0	NO CHANGE
376	Csenge Advisory Group	$384K	4,114	+41	ADD
377	Five Oceans Advisors	$382K	4,091	0	NO CHANGE
378	Cromwell Holdings LLC	$382K	4,091	0	NO CHANGE
379	Pinnacle Financial Partners, Inc.	$380K	4,075	+4,075	NEW
380	VIRTUS ADVISERS, LLC	$378K	2,907	−1,034	TRIM
381	Independence Financial Advisors, LLC	$378K	4,046	0	NO CHANGE
382	Farringdon Capital, Ltd.	$374K	4,005	+4,005	NEW
383	Coastline Trust Co	$373K	4,000	0	NO CHANGE
384	West Family Investments, Inc.	$372K	3,985	−1,933	TRIM
385	Transamerica Financial Advisors, LLC	$370K	3,967	+449	ADD
386	GMT CAPITAL CORP	$370K	3,960	+3,960	NEW
387	MFA Wealth Services	$368K	3,942	+32	ADD
388	Cordatus Wealth Management LLC	$364K	3,901	+3,901	NEW
389	Brevan Howard Capital Management LP	$363K	3,888	+3,888	NEW
390	180 WEALTH ADVISORS, LLC	$355K	3,808	−251	TRIM
391	Ameritas Advisory Services, LLC	$353K	3,788	−305	TRIM
392	LOM Asset Management Ltd	$353K	3,042	0	NO CHANGE
393	MAVERICK CAPITAL LTD	$352K	3,769	+3,769	NEW
394	Wilmington Savings Fund Society, FSB	$351K	3,762	0	NO CHANGE
395	Pines Wealth Management, LLC	$351K	3,758	−177	TRIM
396	Empirical Asset Management, LLC	$346K	3,708	0	NO CHANGE
397	Brucke Financial, Inc.	$345K	3,702	−4,160	TRIM
398	JOURNEY STRATEGIC WEALTH LLC	$342K	3,665	−66	TRIM
399	Connecticut Wealth Management, LLC	$340K	3,644	+105	ADD
400	Wealthspire Advisors, LLC	$339K	3,637	−1,828	TRIM
401	CVA Family Office, LLC	$338K	3,617	0	NO CHANGE
402	RIVERSEDGE ADVISORS, LLC	$336K	3,601	+78	ADD
403	Old North State Wealth Management, LLC	$333K	3,573	+22	ADD
404	Legacy Capital Group California, Inc.	$333K	3,567	+3,567	NEW
405	Flatrock Wealth Partners LLC	$333K	3,566	—	NO PRIOR
406	FCG Investment Co	$331K	3,551	—	NO PRIOR
407	EVOLVE PRIVATE WEALTH, LLC	$330K	3,533	−192	TRIM
408	Sound View Wealth Advisors Group, LLC	$328K	3,513	−17	TRIM
409	HBK Sorce Advisory LLC	$326K	3,037	+135	ADD
410	INDEPENDENT FINANCIAL GROUP, LLC	$326K	3,493	—	NO PRIOR
411	JFS WEALTH ADVISORS, LLC	$317K	3,402	0	NO CHANGE
412	First Affirmative Financial Network	$317K	3,394	—	NO PRIOR
413	Kingsview Wealth Management, LLC	$316K	3,389	−87	TRIM
414	Berger Financial Group, Inc	$309K	3,316	−210	TRIM
415	MAI Capital Management	$309K	3,309	+292	ADD
416	MEANS INVESTMENT CO., INC.	$306K	3,277	−135	TRIM
417	Apella Capital, LLC	$304K	2,887	+7	ADD
418	WEALTH EFFECTS LLC	$304K	3,258	0	NO CHANGE
419	Clearstead Advisors, LLC	$304K	3,254	0	NO CHANGE
420	Westover Capital Advisors, LLC	$303K	3,252	−40	TRIM
421	SHELTON CAPITAL MANAGEMENT	$303K	3,243	−249	TRIM
422	Simplicity Wealth,LLC	$301K	3,222	+346	ADD
423	ARQ WEALTH ADVISORS, LLC	$297K	3,178	+3,178	NEW
424	Western Wealth Management, LLC	$294K	3,156	+3,156	NEW
425	Harbor Group, Inc.	$294K	3,152	0	NO CHANGE
426	SMITHBRIDGE ASSET MANAGEMENT INC/DE	$294K	3,148	+3,148	NEW
427	Williams Financial, LLC	$294K	3,146	0	NO CHANGE
428	Wealthcare Advisory Partners LLC	$291K	3,121	−42	TRIM
429	CALTON & ASSOCIATES, INC.	$289K	3,102	+3,102	NEW
430	FIDUCIARY FINANCIAL GROUP, LLC	$289K	3,093	+93	ADD
431	Philip James Wealth Mangement, LLC	$288K	3,082	−968	TRIM
432	SAX WEALTH ADVISORS, LLC	$287K	3,048	0	NO CHANGE
433	Edgestream Partners, L.P.	$285K	3,051	−494	TRIM
434	Braun-Bostich & Associates Inc.	$284K	3,047	−111	TRIM
435	Savvy Advisors, Inc.	$282K	3,022	+397	ADD
436	Successful Portfolios LLC	$280K	3,014	−1,428	TRIM
437	Leo Wealth, LLC	$277K	2,964	−117	TRIM
438	BEACON INVESTMENT ADVISORY SERVICES, INC.	$276K	2,963	0	NO CHANGE
439	JOHNSON INVESTMENT COUNSEL INC	$276K	2,959	−1,055	TRIM
440	GUGGENHEIM CAPITAL LLC	$276K	2,959	−1,066	TRIM
441	Geneos Wealth Management Inc.	$271K	2,906	−460	TRIM
442	Impact Investors, Inc	$264K	2,833	+2,833	NEW
443	Jacobi Capital Management LLC	$264K	2,831	−18	TRIM
444	BIRCH FINANCIAL GROUP, LLC	$264K	2,831	0	NO CHANGE
445	SEEDS INVESTOR LLC	$264K	2,560	+2,560	NEW
446	Accurate Wealth Management, LLC	$259K	2,576	+9	ADD
447	Firestone Capital Management	$256K	2,740	0	NO CHANGE
448	RWA WEALTH PARTNERS, LLC	$255K	2,729	+2,729	NEW
449	OneAscent Family Office, LLC	$255K	2,729	0	NO CHANGE
450	Shulman DeMeo Asset Management LLC	$253K	2,707	0	NO CHANGE
451	SUMMIT SECURITIES GROUP LLC	$252K	2,700	−6,000	TRIM
452	Venture Visionary Partners LLC	$247K	2,647	0	NO CHANGE
453	Premier Path Wealth Partners, LLC	$246K	2,641	0	NO CHANGE
454	Aaron Wealth Advisors LLC	$246K	2,634	+2,634	NEW
455	Capital Investment Advisors, LLC	$246K	2,631	+1	ADD
456	Bryn Mawr Trust Advisors, LLC	$243K	2,599	+59	ADD
457	SILVER OAK SECURITIES, INCORPORATED	$239K	2,561	0	NO CHANGE
458	Choate Investment Advisors	$239K	2,558	0	NO CHANGE
459	Cresset Asset Management, LLC	$238K	2,548	−108	TRIM
460	Emergent Wealth Advisors, LLC	$234K	2,513	+2,513	NEW
461	Omnia Family Wealth, LLC	$234K	2,504	0	NO CHANGE
462	INSPIRION WEALTH ADVISORS, LLC	$233K	2,500	0	NO CHANGE
463	BetterWealth, LLC	$231K	2,480	−200	TRIM
464	YHB Investment Advisors, Inc.	$231K	2,478	0	NO CHANGE
465	55 North Private Wealth, LLC	$231K	2,475	+219	ADD
466	SUMMIT WEALTH & RETIREMENT PLANNING, INC.	$230K	2,465	0	NO CHANGE
467	HUB Investment Partners, LLC	$229K	2,454	+2,454	NEW
468	AFT, FORSYTH & COMPANY, INC.	$229K	2,450	0	NO CHANGE
469	Envestnet Portfolio Solutions, Inc.	$227K	2,435	−625	TRIM
470	KCM INVESTMENT ADVISORS LLC	$226K	2,424	−370	TRIM
471	FOUNDATIONS INVESTMENT ADVISORS, LLC	$226K	2,423	−85	TRIM
472	Massachusetts Wealth Management	$225K	2,410	0	NO CHANGE
473	Avior Wealth Management, LLC	$224K	2,400	+233	ADD
474	Clearstead Trust, LLC	$224K	2,400	+2,400	NEW
475	Hill Investment Group Partners, LLC	$224K	2,398	0	NO CHANGE
476	ASPIRIANT, LLC	$223K	2,389	+2,389	NEW
477	Stonebrook Private Inc.	$222K	2,376	+2,376	NEW
478	PFG Investments, LLC	$221K	2,370	−2	TRIM
479	Wescott Financial Advisory Group, LLC	$221K	2,364	0	NO CHANGE
480	Hilltop National Bank	$220K	2,359	−190	TRIM
481	Innova Wealth Partners	$220K	2,356	0	NO CHANGE
482	Sepio Capital, LP	$219K	2,348	+2,348	NEW
483	Key FInancial Inc	$218K	2,341	0	NO CHANGE
484	KILEY JUERGENS WEALTH MANAGEMENT, LLC	$217K	2,325	+2,325	NEW
485	Summit Financial, LLC	$216K	2,311	+2,311	NEW
486	MATTERN CAPITAL MANAGEMENT, LLC	$215K	2,308	0	NO CHANGE
487	AE Wealth Management LLC	$215K	2,306	+2,306	NEW
488	Spire Wealth Management	$214K	2,296	−224	TRIM
489	Brown Shipley& Co Ltd	$214K	2,300	0	NO CHANGE
490	Sensenig Capital Advisors, Inc	$213K	2,283	−364	TRIM
491	Diversify Advisory Services, LLC	$213K	2,042	−188	TRIM
492	Argos Wealth Advisors, LLC	$213K	2,282	0	NO CHANGE
493	Mitsubishi UFJ Asset Management Co., Ltd.	$212K	2,274	−41	TRIM
494	Patriot Financial Group Insurance Agency, LLC	$212K	2,270	+2,270	NEW
495	Lido Advisors, LLC	$210K	2,252	+2,252	NEW
496	Advisor OS, LLC	$209K	2,240	0	NO CHANGE
497	PDT Partners, LLC	$205K	2,200	+2,200	NEW
498	Medallion Wealth Advisors, LLC	$205K	2,197	—	NO PRIOR
499	MJP ASSOCIATES INC /ADV	$205K	2,192	0	NO CHANGE
500	CogentBlue Wealth Advisors, LLC	$204K	2,185	0	NO CHANGE

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

Congress ↔ notable managers · TD

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: 0 — $0 held
Trimming: 1 Bridgewater Associates $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · TORONTO DOMINION BK ONT

Merged timeline of congressional filings and notable-manager moves on TD
Date	Who	Change	Size
2026-05-15	Bridgewater Associates 13F	EXIT	−99,698 sh

1 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 TD — 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).