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 ↗

THE TRADE DESK INC · COM CL A · quarter ended 2026-03-31 · 10 members disclosed TTD ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 548 holders are listed, largest first: 548
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $7.2B
holders whose share count rose or who opened the position (new + add), by shares: 271
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 207

Holders — quarter ended 2026-03-31

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

13F holders of TTD ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	STATE STREET CORP	$1.0B	44,933,369	+13,886,545	ADD
2	BlackRock, Inc.	$851M	37,521,596	+1,775,209	ADD
3	VANGUARD CAPITAL MANAGEMENT LLC	$650M	28,645,253	—	NO PRIOR
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$509M	22,443,160	—	NO PRIOR
5	TWO SIGMA INVESTMENTS, LP	$321M	14,161,321	+8,117,186	ADD
6	MORGAN STANLEY	$199M	8,767,560	+1,469,207	ADD
7	Invesco Ltd.	$190M	8,379,187	+2,867,875	ADD
8	FEDERATED HERMES, INC.	$173M	7,628,435	+2,917,588	ADD
9	WORLDQUANT MILLENNIUM ADVISORS LLC	$129M	5,695,191	+3,640,456	ADD
10	Alyeska Investment Group, L.P.	$128M	5,628,855	+5,590,538	ADD
11	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$125M	5,529,171	+1,321,088	ADD
12	RENAISSANCE TECHNOLOGIES LLC	$123M	5,440,541	+2,018,525	ADD
13	MILLENNIUM MANAGEMENT LLC	$112M	4,914,295	+354,703	ADD
14	CITIGROUP INC	$111M	4,912,283	+554,739	ADD
15	D. E. Shaw & Co., Inc.	$108M	4,779,371	+2,799,880	ADD
16	BANK OF AMERICA CORP /DE/	$103M	4,548,894	+1,141,704	ADD
17	NORTHERN TRUST CORP	$88.9M	3,918,343	+80,322	ADD
18	UBS Group AG	$80.3M	3,540,366	+1,005,243	ADD
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$79.5M	3,503,082	+204,281	ADD
20	CITADEL ADVISORS LLC	$76.5M	3,369,706	+2,065,297	ADD
21	DEUTSCHE BANK AG\	$73.2M	3,225,053	+1,660,763	ADD
22	Assenagon Asset Management S.A.	$73.0M	3,219,046	+2,910,064	ADD
23	JACOBS LEVY EQUITY MANAGEMENT, INC	$71.1M	3,132,743	+469,614	ADD
24	Amundi	$69.3M	3,056,305	+17,097	ADD
25	FMR LLC	$60.8M	2,679,216	+1,556,139	ADD
26	Legal & General Group Plc	$58.2M	2,566,452	+36,739	ADD
27	VANGUARD FIDUCIARY TRUST CO	$57.7M	2,541,557	—	NO PRIOR
28	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$51.5M	2,268,914	−197,537	TRIM
29	CANADA PENSION PLAN INVESTMENT BOARD	$44.6M	1,967,758	+250,742	ADD
30	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$44.4M	1,956,491	−16,278	TRIM
31	Squarepoint Ops LLC	$44.0M	1,940,964	−636,129	TRIM
32	BNP Paribas Asset Management Holding S.A.	$40.0M	1,761,752	+889,364	ADD
33	Quantinno Capital Management LP	$34.0M	1,496,748	+1,148,680	ADD
34	FIRST TRUST ADVISORS LP	$32.9M	1,448,758	+351,771	ADD
35	BANK OF NOVA SCOTIA	$31.6M	1,394,787	+1,325,513	ADD
36	COATUE MANAGEMENT LLC	$31.5M	1,387,089	+1,387,089	NEW
37	Retirement Systems of Alabama	$29.7M	1,309,016	+398,397	ADD
38	Candriam S.C.A.	$29.6M	29,795	—	n/c
39	Swiss National Bank	$29.3M	1,292,200	+71,200	ADD
40	PRIMECAP MANAGEMENT CO/CA/	$28.0M	1,232,605	+324,000	ADD
41	RAYMOND JAMES FINANCIAL INC	$25.3M	1,146,163	+67,079	ADD
42	HSBC HOLDINGS PLC	$24.7M	1,083,635	−972,291	TRIM
43	HARDING LOEVNER LP	$24.3M	1,069,565	−28,652	TRIM
44	Nuveen, LLC	$24.0M	1,058,147	−743,264	TRIM
45	WELLS FARGO & COMPANY/MN	$23.4M	1,032,860	+171,047	ADD
46	Voleon Capital Management LP	$23.2M	1,023,518	+632,116	ADD
47	ROYAL BANK OF CANADA	$22.7M	999,194	−880,538	TRIM
48	Mitsubishi UFJ Asset Management Co., Ltd.	$22.6M	995,585	+29,166	ADD
49	Vanguard Global Advisers, LLC	$21.9M	965,256	—	NO PRIOR
50	TUDOR INVESTMENT CORP ET AL	$19.4M	855,366	−126,861	TRIM
51	Man Group plc	$18.5M	813,219	+388,419	ADD
52	VANGUARD ASSET MANAGEMENT, Ltd	$17.4M	766,187	—	NO PRIOR
53	ALLIANCEBERNSTEIN L.P.	$17.1M	449,228	+21,862	ADD
54	DIMENSIONAL FUND ADVISORS LP	$16.1M	710,982	−119,988	TRIM
55	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$16.0M	705,031	−2,057,897	TRIM
56	Clear Street Group Inc.	$15.9M	700,284	+316,851	ADD
57	FORA Capital, LLC	$13.5M	593,456	+346,960	ADD
58	AQR CAPITAL MANAGEMENT LLC	$13.4M	590,180	+408,953	ADD
59	ING GROEP NV	$13.1M	575,188	+575,188	NEW
60	PRINCIPAL FINANCIAL GROUP INC	$12.1M	533,146	+44,096	ADD
61	IMC-Chicago, LLC	$12.0M	530,661	+127,824	ADD
62	Distillate Capital Partners LLC	$12.0M	530,600	+530,600	NEW
63	CIBC Bancorp USA Inc.	$11.2M	491,688	—	NO PRIOR
64	LPL Financial LLC	$10.9M	481,693	−309,999	TRIM
65	SCHRODER INVESTMENT MANAGEMENT GROUP	$10.8M	488,904	+386,899	ADD
66	PFA Pension, Forsikringsaktieselskab	$10.2M	449,122	+449,122	NEW
67	JUPITER ASSET MANAGEMENT LTD	$10.2M	448,510	+448,510	NEW
68	Zurcher Kantonalbank (Zurich Cantonalbank)	$10.0M	440,674	−147,576	TRIM
69	PEAK6 LLC	$9.8M	432,052	−220,518	TRIM
70	STATE OF WISCONSIN INVESTMENT BOARD	$9.3M	411,178	+180,381	ADD
71	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$9.1M	401,934	0	NO CHANGE
72	ADAGE CAPITAL PARTNERS GP, L.L.C.	$8.9M	392,800	−4,700	TRIM
73	Trexquant Investment LP	$8.9M	390,689	−166,960	TRIM
74	Engineers Gate Manager LP	$8.8M	387,681	+123,636	ADD
75	JANE STREET GROUP, LLC	$8.7M	382,769	−201,971	TRIM
76	AVIVA PLC	$8.6M	380,824	+1,560	ADD
77	Janus Henderson Group Ltd.	$8.6M	378,351	+3,585	ADD
78	Pictet Asset Management Holding SA	$8.4M	371,985	+84,252	ADD
79	NATIONAL BANK OF CANADA /FI/	$8.3M	364,607	+313	ADD
80	BANK OF MONTREAL /CAN/	$7.9M	349,539	−145,980	TRIM
81	Qube Research & Technologies Ltd	$7.9M	346,896	−869,886	TRIM
82	NATIXIS	$7.7M	337,598	+209,654	ADD
83	ROYAL LONDON ASSET MANAGEMENT LTD	$7.4M	326,879	+9,588	ADD
84	JACOBSON & SCHMITT ADVISORS, LLC	$7.4M	324,925	+21,285	ADD
85	FRONTIER CAPITAL MANAGEMENT CO LLC	$7.3M	321,192	+214,277	ADD
86	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$6.7M	296,532	+45,543	ADD
87	CIBC WORLD MARKET INC.	$6.4M	279,934	−43,893	TRIM
88	Creative Planning	$6.2M	273,100	+150,040	ADD
89	Brookstone Capital Management	$5.7M	250,512	+56,297	ADD
90	US BANCORP \DE\	$5.7M	249,444	−279,916	TRIM
91	Arthedge Capital Management, LLC	$5.5M	243,300	0	NO CHANGE
92	SEI INVESTMENTS CO	$5.3M	234,540	+36,478	ADD
93	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$5.3M	232,899	+191,731	ADD
94	Edgestream Partners, L.P.	$5.3M	231,910	+43,222	ADD
95	Parallax Volatility Advisers, L.P.	$5.1M	224,006	+224,006	NEW
96	Vanguard Investments Australia, Ltd.	$5.0M	219,369	—	NO PRIOR
97	AustralianSuper Pty Ltd	$5.0M	218,778	+193,991	ADD
98	Chevy Chase Trust Holdings, LLC	$4.9M	217,847	−6,319	TRIM
99	TORONTO DOMINION BANK	$4.9M	217,035	−53,956	TRIM
100	Universal- Beteiligungs- und Servicegesellschaft mbH	$4.7M	201,765	−46,092	TRIM
101	Counterpoint Mutual Funds LLC	$4.7M	206,722	+193,511	ADD
102	PRUDENTIAL FINANCIAL INC	$4.7M	206,452	−4,535	TRIM
103	Korea Investment CORP	$4.7M	205,304	−98,084	TRIM
104	TD ASSET MANAGEMENT INC	$4.6M	202,729	−234,499	TRIM
105	CAXTON ASSOCIATES LLP	$4.5M	198,671	+91,560	ADD
106	Asset Management One Co., Ltd.	$4.3M	190,288	−333	TRIM
107	STIFEL FINANCIAL CORP	$4.3M	189,182	−101,201	TRIM
108	Cerity Partners LLC	$4.1M	181,234	+116,503	ADD
109	Swedbank AB	$3.9M	174,076	−158,156	TRIM
110	Ensign Peak Advisors, Inc	$3.9M	171,042	−48,819	TRIM
111	CREDIT AGRICOLE S A	$3.8M	169,025	−10,543	TRIM
112	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$3.7M	162,234	+93,974	ADD
113	COMMONWEALTH EQUITY SERVICES, LLC	$3.7M	161,842	−21,296	TRIM
114	Calamos Advisors LLC	$3.6M	159,652	+159,652	NEW
115	State of New Jersey Common Pension Fund D	$3.5M	155,249	0	NO CHANGE
116	Walleye Trading LLC	$3.5M	155,208	−476,587	TRIM
117	NOMURA HOLDINGS INC	$3.5M	153,544	+34,671	ADD
118	Optiver Holding B.V.	$3.4M	151,557	−137,762	TRIM
119	BAILLIE GIFFORD & CO	$3.4M	150,381	−22,155,614	TRIM
120	Tredje AP-fonden	$3.4M	150,313	+150,313	NEW
121	Aquatic Capital Management LLC	$3.4M	149,755	−69,776	TRIM
122	NOMURA ASSET MANAGEMENT CO LTD	$3.4M	148,180	−1,307,230	TRIM
123	Vontobel Holding Ltd.	$3.3M	143,409	+22,668	ADD
124	Quadrature Capital Ltd	$3.2M	142,680	+132,838	ADD
125	Aware Super Pty Ltd as trustee of Aware Super	$3.2M	142,653	—	NO PRIOR
126	Gotham Asset Management, LLC	$3.2M	140,118	+126,058	ADD
127	Texas Yale Capital Corp.	$3.1M	134,593	+1,850	ADD
128	Lansforsakringar Fondforvaltning AB (publ)	$3.0M	132,360	−4,235	TRIM
129	Resona Asset Management Co.,Ltd.	$2.9M	130,026	−5,156	TRIM
130	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$2.9M	128,672	+51,400	ADD
131	OSSIAM	$2.9M	127,223	−7,750	TRIM
132	Susquehanna Portfolio Strategies, LLC	$2.8M	124,184	−419,047	TRIM
133	Czech National Bank	$2.7M	119,919	+3,813	ADD
134	Arizona State Retirement System	$2.7M	119,645	−2,761	TRIM
135	XPONANCE LLC	$2.7M	119,606	+8,548	ADD
136	STATE OF MICHIGAN RETIREMENT SYSTEM	$2.6M	115,000	−300	TRIM
137	OSAIC HOLDINGS, INC.	$2.6M	113,700	−37,959	TRIM
138	Corient Private Wealth LLC	$2.6M	116,216	+11,013	ADD
139	MERCER GLOBAL ADVISORS INC /ADV	$2.5M	110,344	+71,254	ADD
140	Ruffer LLP	$2.5M	108,421	+108,421	NEW
141	Leibman Financial Services, Inc.	$2.5M	108,675	+39,152	ADD
142	Focus Partners Wealth	$2.4M	107,689	+57,822	ADD
143	Linden Thomas Advisory Services, LLC	$2.4M	105,810	+78,484	ADD
144	TWO SIGMA SECURITIES, LLC	$2.4M	105,674	+84,342	ADD
145	CIBC Asset Management Inc	$2.4M	105,325	+1,593	ADD
146	Vident Advisory, LLC	$2.3M	103,208	+83,027	ADD
147	Aberdeen Group plc	$2.3M	103,031	−300	TRIM
148	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$2.3M	102,569	+148	ADD
149	MACKENZIE FINANCIAL CORP	$2.3M	99,903	+28,466	ADD
150	Cetera Investment Advisers	$2.2M	97,986	−58,548	TRIM
151	VOYA INVESTMENT MANAGEMENT LLC	$2.2M	97,652	−715	TRIM
152	National Pension Service	$2.2M	94,863	+94,863	NEW
153	MAI Capital Management	$2.2M	94,803	+18,926	ADD
154	Ironwood Investment Counsel, LLC	$2.1M	92,713	+36,088	ADD
155	Swiss Life Asset Management Ltd	$2.1M	92,400	+51,058	ADD
156	COMMERCE BANK	$2.1M	90,421	+70,964	ADD
157	Marex Group Ltd	$2.0M	89,439	+23,420	ADD
158	IFM Investors Pty Ltd	$2.0M	89,180	+2,600	ADD
159	Mirae Asset Global Investments Co., Ltd.	$2.0M	88,834	+13,967	ADD
160	SEB Asset Management AB	$2.0M	88,437	—	NO PRIOR
161	Tyro Capital Management LLC	$2.0M	87,787	+87,787	NEW
162	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$2.0M	87,323	+87,323	NEW
163	Y-Intercept (Hong Kong) Ltd	$2.0M	87,204	−385,576	TRIM
164	OMERS ADMINISTRATION Corp	$2.0M	86,959	+16,377	ADD
165	USS Investment Management Ltd	$2.0M	86,800	+4,527	ADD
166	Woodline Partners LP	$2.0M	86,244	+78,092	ADD
167	FIFTH THIRD BANCORP	$1.9M	85,012	+70,890	ADD
168	Mariner, LLC	$1.9M	84,187	−70,657	TRIM
169	RFG Advisory, LLC	$1.9M	83,952	+30,824	ADD
170	Daiwa Securities Group Inc.	$1.9M	82,032	+3,058	ADD
171	Jefferies Financial Group Inc.	$1.8M	80,496	−13,807	TRIM
172	AWM CAPITAL, LLC	$1.8M	80,149	−500	TRIM
173	ENVESTNET ASSET MANAGEMENT INC	$1.8M	79,957	−331,223	TRIM
174	Baird Financial Group, Inc.	$1.8M	79,708	+79,708	NEW
175	CWM, LLC	$1.8M	79,074	−2,258	TRIM
176	PUBLIC SECTOR PENSION INVESTMENT BOARD	$1.8M	78,852	+14,309	ADD
177	Robeco Institutional Asset Management B.V.	$1.7M	74,469	+55,361	ADD
178	Fulcrum Capital LLC	$1.6M	72,659	+4,068	ADD
179	Utah Retirement Systems	$1.6M	72,439	−1,149	TRIM
180	Synergy Financial Group, LTD	$1.6M	72,032	−2,524	TRIM
181	UniSuper Management Pty Ltd	$1.6M	69,807	+9,450	ADD
182	LaFleur & Godfrey LLC	$1.5M	68,194	+13,967	ADD
183	PANAGORA ASSET MANAGEMENT INC	$1.5M	68,048	−531	TRIM
184	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$1.5M	67,957	+5,567	ADD
185	Strategic Advisors LLC	$1.5M	67,867	−30,384	TRIM
186	ProShare Advisors LLC	$1.5M	67,794	−19,285	TRIM
187	Torrey Growth & Income Advisors	$1.5M	67,452	+36,123	ADD
188	CAPITAL ADVISORS INC/OK	$1.5M	67,200	+60,309	ADD
189	HighTower Advisors, LLC	$1.5M	67,038	−13,332	TRIM
190	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$1.5M	68,074	−6,082	TRIM
191	NEOS Investment Management LLC	$1.5M	65,818	+13,041	ADD
192	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$1.5M	64,942	−315,052	TRIM
193	QRG CAPITAL MANAGEMENT, INC.	$1.5M	64,811	+16,081	ADD
194	Atom Investors LP	$1.5M	64,479	+64,479	NEW
195	Generali Asset Management SPA SGR	$1.4M	63,766	+28,129	ADD
196	Beacon Pointe Advisors, LLC	$1.4M	63,601	+34,648	ADD
197	Rakuten Investment Management, Inc.	$1.4M	65,348	+7,198	ADD
198	AMERICAN CENTURY COMPANIES INC	$1.4M	62,795	−695,063	TRIM
199	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$1.4M	60,696	−18,439	TRIM
200	Ashton Thomas Private Wealth, LLC	$1.4M	60,474	−8,133	TRIM
201	Topline Capital Management, LLC	$1.4M	59,572	+59,572	NEW
202	Summit Trail Advisors, LLC	$1.3M	58,887	+43,416	ADD
203	Headlands Technologies LLC	$1.3M	58,324	−8,765	TRIM
204	KIECKHEFER GROUP LLC	$1.3M	58,250	+58,250	NEW
205	GROUP ONE TRADING LLC	$1.3M	58,112	+39,408	ADD
206	Apollon Wealth Management, LLC	$1.3M	58,048	+15,589	ADD
207	Centiva Capital, LP	$1.3M	57,964	+57,964	NEW
208	Sumitomo Mitsui DS Asset Management Company, Ltd	$1.3M	56,992	0	NO CHANGE
209	NISSAY ASSET MANAGEMENT CORP /JAPAN	$1.3M	56,987	+239	ADD
210	Vanguard Personalized Indexing Management, LLC	$1.3M	56,777	+13,980	ADD
211	Grantham, Mayo, Van Otterloo & Co. LLC	$1.2M	53,617	+53,617	NEW
212	Bridgefront Capital, LLC	$1.2M	53,561	−3,169	TRIM
213	MML INVESTORS SERVICES, LLC	$1.2M	53,284	−52,339	TRIM
214	Warm Springs Advisors Inc.	$1.2M	52,800	0	NO CHANGE
215	Moors & Cabot, Inc.	$1.2M	51,717	+3,588	ADD
216	MONEY CONCEPTS CAPITAL CORP	$1.2M	51,069	+5,281	ADD
217	NEEDHAM INVESTMENT MANAGEMENT LLC	$1.2M	51,000	0	NO CHANGE
218	ABLES, IANNONE, MOORE & ASSOCIATES, INC.	$1.2M	50,752	−22,444	TRIM
219	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$1.1M	50,434	+50,434	NEW
220	Pathstone Holdings, LLC	$1.1M	50,423	+29,888	ADD
221	MISSION WEALTH MANAGEMENT, LP	$1.1M	49,947	−307,461	TRIM
222	Tidal Investments LLC	$1.1M	49,233	+13,862	ADD
223	Savant Capital, LLC	$1.1M	47,103	+5,080	ADD
224	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$1.1M	46,825	−446	TRIM
225	Walleye Capital LLC	$1.0M	45,887	−113,006	TRIM
226	XTX Topco Ltd	$1.0M	45,063	−18,823	TRIM
227	TD Waterhouse Canada Inc.	$1.0M	45,881	+41,203	ADD
228	OP Asset Management Ltd	$991K	43,680	—	NO PRIOR
229	NORDEA INVESTMENT MANAGEMENT AB	$968K	43,152	−49,334	TRIM
230	WINTON GROUP Ltd	$967K	42,618	+42,618	NEW
231	HUSSMAN STRATEGIC ADVISORS, INC.	$953K	42,000	+42,000	NEW
232	Integrated Financial Solutions, Inc.	$936K	41,255	+4,110	ADD
233	Point Windward Advisors Inc.	$925K	40,750	+17,000	ADD
234	Bleakley Financial Group, LLC	$917K	40,402	+22,847	ADD
235	Sphera Management Technology Funds Ltd	$908K	40,000	+40,000	NEW
236	DoubleLine ETF Adviser LP	$891K	39,286	−24,050	TRIM
237	Krane Funds Advisors LLC	$891K	40,100	+7,400	ADD
238	AXQ CAPITAL, LP	$874K	38,532	+31,178	ADD
239	Rockefeller Capital Management L.P.	$869K	38,277	+3,301	ADD
240	WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD	$864K	38,064	+38,064	NEW
241	VestGen Advisors, LLC	$860K	40,688	−1,768	TRIM
242	Rafferty Asset Management, LLC	$859K	37,847	−8,668	TRIM
243	Wealthfront Advisers LLC	$858K	37,805	+10,332	ADD
244	NewEdge Advisors, LLC	$856K	37,737	+10,916	ADD
245	Mesirow Financial Investment Management, Inc.	$848K	37,352	+37,352	NEW
246	D.A. DAVIDSON & CO.	$841K	37,064	+12,062	ADD
247	Eurizon Capital SGR S.p.A.	$838K	36,940	−3,350	TRIM
248	Caprock Group, LLC	$825K	36,359	+21,043	ADD
249	Evergreen Wealth Management, LLC	$816K	35,975	+19,195	ADD
250	Empirical Asset Management, LLC	$773K	34,079	+34,079	NEW
251	CAPSTONE INVESTMENT ADVISORS, LLC	$736K	32,454	+32,454	NEW
252	Inspire Advisors, LLC	$729K	32,142	+7,572	ADD
253	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$727K	32,059	−897,620	TRIM
254	Kestra Advisory Services, LLC	$724K	31,893	−332	TRIM
255	Maven Securities LTD	$716K	31,523	−41,526	TRIM
256	Investment Management Corp of Ontario	$715K	31,499	−10,338	TRIM
257	MIRABELLA FINANCIAL SERVICES LLP	$700K	30,845	+18,678	ADD
258	INTECH INVESTMENT MANAGEMENT LLC	$696K	30,671	+2,213	ADD
259	Inspire Investing, LLC	$692K	30,485	+25,512	ADD
260	TRUIST FINANCIAL CORP	$691K	30,458	−52,802	TRIM
261	Federation des caisses Desjardins du Quebec	$689K	30,361	+3,632	ADD
262	FRANKLIN RESOURCES INC	$688K	30,325	−305,081	TRIM
263	WCG Wealth Advisors LLC	$676K	29,790	−455	TRIM
264	Rare Wolf Capital LLC	$674K	29,710	+23,719	ADD
265	Malaga Cove Capital, LLC	$669K	29,499	−7,322	TRIM
266	AZZAD ASSET MANAGEMENT INC /ADV	$665K	29,323	+292	ADD
267	Equitable Holdings, Inc.	$638K	17,717	−1,177	TRIM
268	OXFORD ASSET MANAGEMENT LLP	$638K	28,113	+15,782	ADD
269	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$628K	27,665	−889,135	TRIM
270	Allianz Asset Management GmbH	$619K	27,299	+6,294	ADD
271	CenterStar Asset Management, LLC	$614K	27,050	−2,788	TRIM
272	MIZUHO SECURITIES USA LLC	$604K	26,619	−5,442	TRIM
273	PROFUND ADVISORS LLC	$603K	26,595	+2,721	ADD
274	Clear Harbor Asset Management, LLC	$601K	26,500	+26,500	NEW
275	Norinchukin Bank, The	$601K	26,476	−12	TRIM
276	&PARTNERS	$598K	26,368	−1,733	TRIM
277	M&T BANK CORP	$592K	26,087	+8,189	ADD
278	Congress Park Capital LLC	$562K	24,760	−54,676	TRIM
279	STOREBRAND ASSET MANAGEMENT AS	$554K	24,397	—	NO PRIOR
280	Sequoia Financial Advisors, LLC	$545K	24,039	+12,392	ADD
281	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$542K	23,874	+23,874	NEW
282	71 West Capital Partners	$539K	23,760	−116,824	TRIM
283	Wealthcare Advisory Partners LLC	$537K	23,663	−6,199	TRIM
284	KEYBANK NATIONAL ASSOCIATION/OH	$529K	23,308	−11,540	TRIM
285	ASSETMARK, INC	$527K	23,239	+2,263	ADD
286	Allspring Global Investments Holdings, LLC	$512K	23,296	−137,329	TRIM
287	Checchi Capital Advisers, LLC	$506K	22,320	+2,328	ADD
288	Maryland State Retirement & Pension System	$492K	21,689	0	NO CHANGE
289	Bayesian Capital Management, LP	$490K	21,600	−1,400	TRIM
290	Odyssean, LLC	$489K	21,551	+1,711	ADD
291	Everhart Financial Group, Inc.	$474K	20,879	+61	ADD
292	Prospera Financial Services Inc	$464K	20,453	+2,805	ADD
293	Avanza Fonder AB	$464K	20,448	+294	ADD
294	Northwest & Ethical Investments L.P.	$462K	20,375	0	NO CHANGE
295	KING LUTHER CAPITAL MANAGEMENT CORP	$456K	20,080	−20,000	TRIM
296	BLAIR WILLIAM & CO/IL	$454K	20,020	−6,680	TRIM
297	TOKIO MARINE ASSET MANAGEMENT CO LTD	$454K	20,012	+413	ADD
298	Zuckerman Investment Group, LLC	$454K	20,008	0	NO CHANGE
299	SHELTON CAPITAL MANAGEMENT	$454K	20,000	0	NO CHANGE
300	LITTLEJOHN FINANCIAL SERVICES, INC.	$447K	19,694	+19,694	NEW
301	Diametric Capital, LP	$444K	19,561	+19,561	NEW
302	FLAGSHIP HARBOR ADVISORS, LLC	$440K	19,389	+19,389	NEW
303	BENJAMIN EDWARDS INC	$439K	19,337	−52,350	TRIM
304	Kingsview Wealth Management, LLC	$437K	19,246	+263	ADD
305	Cherry Creek Investment Advisors, Inc.	$433K	19,078	−17,047	TRIM
306	Orion Capital Management LLC	$430K	18,965	−1,200	TRIM
307	Elo Mutual Pension Insurance Co	$426K	18,764	−11,956	TRIM
308	Freestone Capital Holdings, LLC	$423K	18,634	+18,634	NEW
309	Jacksonville Wealth Management, LLC	$417K	18,398	+946	ADD
310	MUFG Securities EMEA plc	$410K	18,051	0	NO CHANGE
311	Empowered Funds, LLC	$408K	17,970	−10,520	TRIM
312	MACQUARIE GROUP LTD	$407K	17,920	−26,991	TRIM
313	Worthington Financial Partners, LLC	$406K	17,886	+17,886	NEW
314	GUGGENHEIM CAPITAL LLC	$405K	17,848	−1,167	TRIM
315	Steward Partners Investment Advisory, LLC	$405K	17,841	+2,637	ADD
316	Sanctuary Advisors, LLC	$405K	17,837	−4,055	TRIM
317	ASR Vermogensbeheer N.V.	$401K	17,659	+414	ADD
318	Weiss Asset Management LP	$398K	17,520	−592,749	TRIM
319	Tower Research Capital LLC (TRC)	$397K	17,506	−33,873	TRIM
320	Inscription Capital, LLC	$394K	17,347	+17,347	NEW
321	All Terrain Financial Advisors, LLC	$379K	16,700	+1,000	ADD
322	ABN AMRO INVESTMENT SOLUTIONS	$377K	16,633	−5,207	TRIM
323	Talon Private Wealth, LLC	$377K	16,613	—	NO PRIOR
324	World Investment Advisors	$376K	16,554	+3,462	ADD
325	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$373K	16,445	+16,445	NEW
326	TFC Financial Management, Inc.	$372K	16,374	+1,359	ADD
327	Qsemble Capital Management, LP	$363K	15,995	+15,995	NEW
328	EP Wealth Advisors, LLC	$361K	15,931	−1,044	TRIM
329	Dynasty Wealth Management, LLC	$356K	15,669	+15,669	NEW
330	Merit Financial Group, LLC	$348K	15,315	−12,809	TRIM
331	CHOREO, LLC	$347K	14,188	+6,203	ADD
332	STANSBERRY ASSET MANAGEMENT, LLC	$341K	15,050	−576	TRIM
333	BROWN ADVISORY INC	$337K	14,861	−1,504,932	TRIM
334	LMR Partners LLP	$325K	14,333	−11,260	TRIM
335	Metis Global Partners, LLC	$323K	14,224	−1,653	TRIM
336	Concurrent Investment Advisors, LLC	$320K	14,103	+3,704	ADD
337	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$320K	14,088	+19	ADD
338	COLDSTREAM CAPITAL MANAGEMENT INC	$313K	13,799	+4,999	ADD
339	Chicago Partners Investment Group LLC	$299K	12,707	+1,498	ADD
340	North Dakota State Investment Board	$296K	13,046	−2,258	TRIM
341	Lifestyle Asset Management, Inc.	$289K	12,729	+4,986	ADD
342	Independent Advisor Alliance	$280K	12,331	−17,402	TRIM
343	Baker Avenue Asset Management, LP	$279K	12,316	+12,316	NEW
344	GTS SECURITIES LLC	$278K	12,262	−1,349	TRIM
345	Annis Gardner Whiting Capital Advisors, LLC	$278K	12,243	−362	TRIM
346	Centurion Wealth Management LLC	$274K	12,096	+4,299	ADD
347	Ausdal Financial Partners, Inc.	$274K	12,092	−1,772	TRIM
348	SECURIAN ASSET MANAGEMENT, INC	$269K	11,873	−100	TRIM
349	HB Wealth Management, LLC	$262K	11,528	+2,821	ADD
350	Verition Fund Management LLC	$258K	11,352	+3,699	ADD
351	Crossmark Global Holdings, Inc.	$257K	11,325	—	NO PRIOR
352	SIGNATUREFD, LLC	$256K	11,302	+1,464	ADD
353	Allworth Financial LP	$255K	11,237	−3,651	TRIM
354	Blackstone Inc.	$255K	11,227	+11,227	NEW
355	Cresset Asset Management, LLC	$251K	11,044	+248	ADD
356	Machina Capital S.A.S.	$250K	11,008	−5,052	TRIM
357	TOWNSQUARE CAPITAL LLC	$249K	10,956	−21,254	TRIM
358	CENTRAL TRUST Co	$244K	10,745	−762	TRIM
359	Goldstone Financial Group, LLC	$242K	10,670	+1,078	ADD
360	Aaron Wealth Advisors LLC	$238K	10,502	−717	TRIM
361	Interchange Capital Partners, LLC	$238K	5,463	+5,463	NEW
362	Calamos Wealth Management LLC	$222K	9,778	+121	ADD
363	Cypress Point Wealth Management, LLC	$220K	9,714	+714	ADD
364	WEALTH ALLIANCE, LLC	$220K	9,690	+2,277	ADD
365	HUB Investment Partners, LLC	$219K	9,662	+9,662	NEW
366	Spartan Wealth Advisory Services LLC	$219K	9,632	—	NO PRIOR
367	FOX RUN MANAGEMENT, L.L.C.	$217K	9,858	−9,169	TRIM
368	OPPENHEIMER & CO INC	$217K	9,547	−540	TRIM
369	Snowden Capital Advisors LLC	$214K	9,414	−131	TRIM
370	Redwood Financial Network Corp	$210K	9,237	−671	TRIM
371	Pine Valley Investments Ltd Liability Co	$207K	9,140	+10	ADD
372	Summit Financial, LLC	$205K	9,054	+880	ADD
373	Qtron Investments LLC	$204K	9,012	0	NO CHANGE
374	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$183K	8,330	−1,534	TRIM
375	TEMA ETFS LLC	$173K	7,635	+35	ADD
376	Siemens Fonds Invest GmbH	$144K	6,325	−3,548	TRIM
377	EVOKE WEALTH, LLC	$142K	6,274	−13,795	TRIM
378	Havemeyer Place LP	$135K	5,958	−50,512	TRIM
379	BEACON INVESTMENT ADVISORY SERVICES, INC.	$133K	5,875	−117,008	TRIM
380	Spire Wealth Management	$129K	5,674	−770	TRIM
381	Rakuten Securities, Inc.	$111K	4,894	−4,547	TRIM
382	Wilmington Savings Fund Society, FSB	$106K	4,663	−920	TRIM
383	EXCHANGE TRADED CONCEPTS, LLC	$100K	4,409	−1,149	TRIM
384	Hunting Hill Global Capital, LLC	$93.6K	4,127	−554	TRIM
385	Smartleaf Asset Management LLC	$92.8K	4,214	+324	ADD
386	Compagnie Lombard Odier SCmA	$88.0K	3,880	0	NO CHANGE
387	Geneos Wealth Management Inc.	$86.7K	3,820	−738	TRIM
388	Cassaday & Co Wealth Management LLC	$85.8K	3,780	+3,780	NEW
389	HHM Wealth Advisors, LLC	$83.5K	3,680	−2,750	TRIM
390	MATHER GROUP, LLC.	$80.8K	3,562	+3,562	NEW
391	FIL Ltd	$69.4K	3,057	+3,057	NEW
392	Cache Advisors, LLC	$62.8K	2,767	+2,767	NEW
393	MCF Advisors LLC	$60.9K	2,685	—	NO PRIOR
394	Larson Financial Group LLC	$59.4K	2,620	+613	ADD
395	EFG International AG	$59.0K	2,600	+135	ADD
396	QUADRANT CAPITAL GROUP LLC	$57.8K	2,546	−1,283	TRIM
397	WESTPAC BANKING CORP	$57.4K	2,529	0	NO CHANGE
398	Abound Wealth Management	$55.9K	2,463	−947	TRIM
399	Vanguard National Trust Co	$54.7K	2,410	—	NO PRIOR
400	ACADIAN ASSET MANAGEMENT LLC	$50.7K	2,235,765	+1,974,031	ADD
401	SHP Wealth Management	$50.2K	2,212	−826	TRIM
402	Clearstead Advisors, LLC	$43.1K	1,898	−7,805	TRIM
403	CNB Bank	$40.8K	1,796	0	NO CHANGE
404	Blue Trust, Inc.	$34.9K	1,540	+178	ADD
405	Avalon Trust Co	$29.4K	1,297	−1,203	TRIM
406	Atlantic Union Bankshares Corp	$28.4K	1,250	−2,184	TRIM
407	S-Bank Fund Management Ltd	$28.2K	1,241	−46	TRIM
408	Elequin Capital, LP	$26.6K	1,173	+1,173	NEW
409	Arax Advisory Partners	$26.0K	1,148	−901	TRIM
410	Parkside Financial Bank & Trust	$25.1K	1,104	+836	ADD
411	UMB Bank, n.a.	$24.2K	1,065	−1,230	TRIM
412	EASTERN BANK	$22.7K	1,000	−1,000	TRIM
413	Founders Capital Management	$22.7K	1,000	+1,000	NEW
414	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	$22.4K	989	−1,091,323	TRIM
415	Oakum Bay Capital LLC	$20.4K	900	−400	TRIM
416	SALEM INVESTMENT COUNSELORS INC	$19.1K	840	+840	NEW
417	Destiny Wealth Partners, LLC	$19.0K	838	+838	NEW
418	Triumph Capital Management	$18.7K	822	−11,941	TRIM
419	True Wealth Design, LLC	$18.5K	815	+719	ADD
420	CVA Family Office, LLC	$17.5K	773	−125	TRIM
421	Manchester Capital Management LLC	$16.6K	730	+279	ADD
422	Johnson Financial Group, Inc.	$16.1K	709	0	NO CHANGE
423	ELEVATION WEALTH PARTNERS, LLC	$15.9K	699	−21	TRIM
424	Truvestments Capital LLC	$14.8K	653	−16	TRIM
425	HM PAYSON & CO	$13.2K	580	−8,400	TRIM
426	Kingdom Financial Group LLC.	$12.7K	560	+450	ADD
427	Bayforest Capital Ltd	$11.5K	507	−410	TRIM
428	CONSULTIVA WEALTH MANAGEMENT, CORP.	$11.3K	500	0	NO CHANGE
429	N.E.W. Advisory Services LLC	$10.0K	440	0	NO CHANGE
430	TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA	$9.8K	430	0	NO CHANGE
431	Y.D. More Investments Ltd	$9.1K	400	0	NO CHANGE
432	Caitong International Asset Management Co., Ltd	$7.7K	340	+340	NEW
433	Pinnacle Wealth Planning Services, Inc.	$7.6K	334	−61	TRIM
434	MEEDER ASSET MANAGEMENT INC	$7.2K	316	+123	ADD
435	1 NORTH WEALTH SERVICES LLC	$7.0K	310	0	NO CHANGE
436	DekaBank Deutsche Girozentrale	$7.0K	303,999	0	NO CHANGE
437	Owl Creek Wealth Partners LLC	$7.0K	309	—	NO PRIOR
438	Costello Asset Management, INC	$6.8K	300	0	NO CHANGE
439	Rachor Investment Advisory Services, LLC	$6.8K	300	0	NO CHANGE
440	WealthCollab, LLC	$6.8K	300	0	NO CHANGE
441	ALLIANZ SE	$6.6K	290	+290	NEW
442	CANADA LIFE ASSURANCE Co	$6.4K	280,723	−677	TRIM
443	JFS WEALTH ADVISORS, LLC	$5.7K	252	−8	TRIM
444	Vermillion Wealth Management, Inc.	$5.7K	252	−998	TRIM
445	FARMERS & MERCHANTS INVESTMENTS INC	$5.7K	250	0	NO CHANGE
446	Kilter Group LLC	$5.6K	247	+14	ADD
447	TopTier Wealth Management, LLC	$5.4K	240	+240	NEW
448	Hamrick Investment Counsel, llc	$5.3K	232	—	NO PRIOR
449	Bravera Wealth	$4.7K	208	—	NO PRIOR
450	HRT FINANCIAL LP	$4.6K	204,032	−1,786,026	TRIM
451	Axiom Investment Management LLC	$4.6K	203	—	NO PRIOR
452	Banque Transatlantique SA	$4.3K	190	+140	ADD
453	Treasurer of the State of North Carolina	$4.3K	187,657	+682	ADD
454	FINANCIAL CONSULATE, INC	$4.1K	180	0	NO CHANGE
455	Quarry LP	$4.1K	180	−793	TRIM
456	KBC Group NV	$4.1K	179,566	−429,719	TRIM
457	Darwin Wealth Management, LLC	$4.0K	175	0	NO CHANGE
458	Redwood Park Advisors LLC	$3.9K	170	+170	NEW
459	Bell Investment Advisors, Inc	$3.8K	167	+78	ADD
460	Clayton Financial Group LLC	$3.7K	163	+52	ADD
461	Ritter Daniher Financial Advisory LLC / DE	$3.4K	151	0	NO CHANGE
462	NFSG Corp	$3.4K	150	0	NO CHANGE
463	GHP Investment Advisors, Inc.	$3.3K	146	−162	TRIM
464	Evelyn Partners Asset Management Ltd	$3.2K	142	0	NO CHANGE
465	Wealth Enhancement Trust Services, Inc.	$3.2K	141	+141	NEW
466	Physician Wealth Advisors, Inc.	$3.1K	138	+113	ADD
467	MV CAPITAL MANAGEMENT, INC.	$3.1K	136	+34	ADD
468	Dogwood Wealth Management LLC	$3.0K	132	0	NO CHANGE
469	Hilltop National Bank	$2.9K	129	+129	NEW
470	JPL Wealth Management, LLC	$2.9K	128	+128	NEW
471	Transamerica Financial Advisors, LLC	$2.6K	114	−3	TRIM
472	Crewe Advisors LLC	$2.6K	113	+18	ADD
473	Financial Perspectives, Inc	$2.5K	110	0	NO CHANGE
474	BROWN, LISLE/CUMMINGS, INC.	$2.3K	100	0	NO CHANGE
475	Altshuler Shaham Ltd	$2.3K	100	−500	TRIM
476	Smallwood Wealth Investment Management, LLC	$2.3K	100	0	NO CHANGE
477	Asset Dedication, LLC	$2.1K	93	−1,175	TRIM
478	Legacy Wealth Managment, LLC/ID	$2.1K	92	−46	TRIM
479	Cromwell Holdings LLC	$2.0K	87	−1,458	TRIM
480	Frazier Financial Advisors, LLC	$1.9K	84	+49	ADD
481	CALDWELL SUTTER CAPITAL, INC.	$1.8K	80	0	NO CHANGE
482	VISION FINANCIAL MARKETS LLC	$1.7K	75	0	NO CHANGE
483	Investors Research Corp	$1.7K	75	0	NO CHANGE
484	SWAN Capital LLC	$1.7K	75	0	NO CHANGE
485	HighMark Wealth Management LLC	$1.7K	75	0	NO CHANGE
486	SUMMIT SECURITIES GROUP LLC	$1.6K	72	−582	TRIM
487	Grove Bank & Trust	$1.6K	72	−70	TRIM
488	Prestige Wealth Management Group LLC	$1.5K	67	+67	NEW
489	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$1.5K	67	+66	ADD
490	Marquette Asset Management, LLC	$1.5K	66	+66	NEW
491	Blume Capital Management, Inc.	$1.4K	63	−62	TRIM
492	WEBSTER BANK, N. A.	$1.4K	62	0	NO CHANGE
493	West Branch Capital LLC	$1.4K	60	0	NO CHANGE
494	DecisionPoint Financial, LLC	$1.4K	60	0	NO CHANGE
495	THRIVENT FINANCIAL FOR LUTHERANS	$1.3K	56,776	+28,761	ADD
496	PayPay Securities Corp	$1.3K	56	+13	ADD
497	Sachetta, LLC	$1.2K	53	−2	TRIM
498	Kimelman & Baird, LLC	$1.1K	50	0	NO CHANGE
499	SouthState Bank Corp	$1.0K	46	+24	ADD
500	Signature Equity Partners, LLC	$1.0K	46	+46	NEW

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

Congress ↔ notable managers · TTD

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

Congress · last 90 days

Buyers: 1 Gilbert Ray Cisneros, Jr. D–CA-31 $2K–$30K
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 3 Coatue Management, Caxton Associates, Gotham Asset Management $39.2M held
Trimming: 2 Tudor Investment Corp, Bridgewater Associates $19.4M held

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

Merged timeline of congressional filings and notable-manager moves on TTD
Date	Who	Change	Size
2026-09-10	Gilbert Ray Cisneros, Jr. Congress	BUY	$1K–$15K
2026-09-04	Gilbert Ray Cisneros, Jr. Congress	BUY	$1K–$15K
2026-05-15	Coatue Management 13F	NEW	+1,387,089 sh
2026-05-15	Gotham Asset Management 13F	ADD	+126,058 sh
2026-05-15	Tudor Investment Corp 13F	TRIM	−126,861 sh
2026-05-15	Bridgewater Associates 13F	EXIT	−157,968 sh
2026-05-14	Caxton Associates 13F	ADD	+91,560 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

10 members of Congress disclosed TTD — 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).