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 ↗

ADT INC DEL · common stock · Q1 2026 · 3 members disclosed ADT ↗

13F filers reporting this class for the quarter ended 2026-03-31: 356
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $4.5B
holders whose share count rose or who opened the position (new + add), by shares: 192
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 85

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of ADT ranked by reported value, 1–25 of 449 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$876M	133,333,333	0	NO CHANGE
2	Apollo Management Holdings, L.P.	$670M	102,000,366	0	NO CHANGE
3	BlackRock, Inc.	$412M	62,757,465	+37,179,951	ADD
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$301M	45,767,952	—	NO PRIOR
5	DIMENSIONAL FUND ADVISORS LP	$262M	39,887,288	+3,529,422	ADD
6	AQR CAPITAL MANAGEMENT LLC	$220M	33,546,946	−11,391,857	TRIM
7	VANGUARD CAPITAL MANAGEMENT LLC	$147M	22,316,573	—	NO PRIOR
8	ALLIANCEBERNSTEIN L.P.	$133M	16,424,985	−682,709	TRIM
9	ARIEL INVESTMENTS, LLC	$128M	19,475,052	−2,083,248	TRIM
10	STATE STREET CORP	$126M	18,963,469	+7,221,915	ADD
11	GEODE CAPITAL MANAGEMENT, LLC	$73.0M	11,102,070	+195,729	ADD
12	WASATCH ADVISORS LP	$46.3M	7,045,676	−8,485	TRIM
13	JUPITER ASSET MANAGEMENT LTD	$45.1M	6,861,759	+6,240,723	ADD
14	Allianz Asset Management GmbH	$45.0M	6,849,043	−7,307,221	TRIM
15	UBS Group AG	$43.2M	6,570,319	+4,471,204	ADD
16	TWO SIGMA INVESTMENTS, LP	$39.6M	6,025,499	+1,418,038	ADD
17	MORGAN STANLEY	$38.5M	5,858,607	−2,636,591	TRIM
18	FMR LLC	$32.8M	4,993,754	+110,330	ADD
19	Bank of New York Mellon Corp	$32.0M	4,867,511	+1,286,322	ADD
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$27.8M	4,238,228	+383,104	ADD
21	Quantinno Capital Management LP	$23.9M	3,637,287	+2,387,826	ADD
22	NORTHERN TRUST CORP	$23.5M	3,577,219	+719,695	ADD
23	PUBLIC SECTOR PENSION INVESTMENT BOARD	$22.9M	3,486,813	+2,310,795	ADD
24	Janus Henderson Group Ltd.	$22.3M	3,387,488	+840,819	ADD
25	FRANKLIN RESOURCES INC	$22.2M	3,382,802	+529,795	ADD

Show all 449 holders

13F holders of ADT ranked by reported value, 26–449 of 449 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	VANGUARD FIDUCIARY TRUST CO	$20.6M	3,142,404	—	NO PRIOR
27	Nuveen, LLC	$19.7M	3,005,260	+90,384	ADD
28	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$18.1M	2,750,977	−11,037,891	TRIM
29	Pine Valley Investments Ltd Liability Co	$16.9M	2,559,701	+2,559,701	NEW
30	Invesco Ltd.	$16.7M	2,547,868	+1,103,593	ADD
31	PRINCIPAL FINANCIAL GROUP INC	$16.2M	2,462,039	+2,447,932	ADD
32	AMERIPRISE FINANCIAL INC	$15.8M	2,406,986	+892,117	ADD
33	MILLENNIUM MANAGEMENT LLC	$14.9M	2,268,359	+703,265	ADD
34	Arnhold LLC	$14.6M	2,223,057	+651,536	ADD
35	Bracebridge Capital, LLC	$14.0M	2,126,000	0	NO CHANGE
36	Squarepoint Ops LLC	$13.9M	2,108,228	−2,922,105	TRIM
37	IEQ CAPITAL, LLC	$13.8M	2,106,048	−1,643,443	TRIM
38	WEDGE CAPITAL MANAGEMENT L L P/NC	$13.6M	2,069,795	+1,708,999	ADD
39	FIRST TRUST ADVISORS LP	$13.0M	1,980,896	+159,787	ADD
40	VOYA INVESTMENT MANAGEMENT LLC	$11.6M	1,759,755	+354,061	ADD
41	D. E. Shaw & Co., Inc.	$11.6M	1,759,240	−6,207,465	TRIM
42	Empowered Funds, LLC	$11.2M	1,711,580	+467,750	ADD
43	RAYMOND JAMES FINANCIAL INC	$11.2M	1,714,818	+105,512	ADD
44	BANK OF AMERICA CORP /DE/	$10.8M	1,640,688	−218,348	TRIM
45	Universal- Beteiligungs- und Servicegesellschaft mbH	$10.6M	1,614,471	+133,220	ADD
46	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$10.4M	1,586,182	+85,457	ADD
47	VICTORY CAPITAL MANAGEMENT INC	$10.4M	1,580,837	−2,483,289	TRIM
48	Bridgewater Associates, LP	$10.2M	1,553,759	−250,070	TRIM
49	Burkehill Global Management, LP	$9.9M	1,500,000	0	NO CHANGE
50	SEI INVESTMENTS CO	$9.3M	1,414,061	−346,947	TRIM
51	Cambria Investment Management, L.P.	$9.1M	1,378,610	+326,983	ADD
52	RENAISSANCE TECHNOLOGIES LLC	$8.9M	1,351,406	−1,585,800	TRIM
53	CITIGROUP INC	$8.6M	1,302,609	+731,809	ADD
54	BNP Paribas Asset Management Holding S.A.	$7.8M	1,194,438	−456,902	TRIM
55	Legal & General Group Plc	$7.8M	1,188,101	+686,240	ADD
56	Robeco Institutional Asset Management B.V.	$7.8M	1,181,437	+138,085	ADD
57	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$7.7M	1,170,480	−42,711	TRIM
58	NORDEA INVESTMENT MANAGEMENT AB	$7.7M	1,184,459	−55,792	TRIM
59	FIRST MANHATTAN CO. LLC.	$7.2M	1,092,675	+15,950	ADD
60	Swiss National Bank	$7.0M	1,059,821	−12,000	TRIM
61	HENNESSY ADVISORS INC	$6.9M	1,052,600	−36,400	TRIM
62	BALYASNY ASSET MANAGEMENT L.P.	$6.9M	1,042,954	+915,471	ADD
63	WINTON GROUP Ltd	$6.4M	978,781	+978,781	NEW
64	Gotham Asset Management, LLC	$6.1M	923,301	−713,634	TRIM
65	HSBC HOLDINGS PLC	$5.9M	901,690	−431,542	TRIM
66	LAZARD ASSET MANAGEMENT LLC	$5.8M	887,604	−440,151	TRIM
67	CWM, LLC	$5.7M	864,011	−650,757	TRIM
68	Illinois Municipal Retirement Fund	$5.6M	844,938	+249,250	ADD
69	Mariner, LLC	$5.2M	786,317	−345,858	TRIM
70	Phocas Financial Corp.	$5.1M	778,244	−34,887	TRIM
71	Cerity Partners LLC	$4.7M	710,698	−592,272	TRIM
72	Monashee Investment Management LLC	$4.6M	700,000	+300,000	ADD
73	Crossmark Global Holdings, Inc.	$4.3M	647,067	—	NO PRIOR
74	ROYAL BANK OF CANADA	$4.2M	632,104	−22,443	TRIM
75	ALPS ADVISORS INC	$4.0M	601,885	−17,869	TRIM
76	Creative Planning	$3.8M	577,170	+147,684	ADD
77	Northwest & Ethical Investments L.P.	$3.7M	569,170	−38,010	TRIM
78	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$3.5M	599,130	−136,445	TRIM
79	Man Group plc	$3.5M	532,330	+305,216	ADD
80	Boston Partners	$3.4M	523,989	+149,361	ADD
81	Knights of Columbus Asset Advisors LLC	$3.3M	503,356	0	NO CHANGE
82	SEVEN GRAND MANAGERS, LLC	$3.3M	500,000	0	NO CHANGE
83	CenterBook Partners LP	$3.3M	498,223	+266,772	ADD
84	ENVESTNET ASSET MANAGEMENT INC	$3.2M	491,212	+22,228	ADD
85	AMERICAN CENTURY COMPANIES INC	$3.2M	490,409	+217,016	ADD
86	VANGUARD ASSET MANAGEMENT, Ltd	$3.1M	476,846	—	NO PRIOR
87	BARCLAYS PLC	$3.1M	466,371	−698,020	TRIM
88	Elo Mutual Pension Insurance Co	$3.0M	452,383	+90,377	ADD
89	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$2.7M	412,607	−551,037	TRIM
90	Kestra Investment Management, LLC	$2.7M	410,834	+104,579	ADD
91	SEB Asset Management AB	$2.6M	388,687	—	NO PRIOR
92	Vanguard Global Advisers, LLC	$2.5M	388,110	—	NO PRIOR
93	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$2.5M	384,300	+384,300	NEW
94	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$2.5M	383,940	−130,207	TRIM
95	NEW YORK STATE COMMON RETIREMENT FUND	$2.5M	383,682	+25,145	ADD
96	FIFTH THIRD BANCORP	$2.5M	378,352	+378,352	NEW
97	MERCER GLOBAL ADVISORS INC /ADV	$2.3M	350,882	−181,551	TRIM
98	Freestone Grove Partners LP	$2.2M	341,991	+300,138	ADD
99	EVOLVE PRIVATE WEALTH, LLC	$2.2M	330,582	−17,940	TRIM
100	State of New Jersey Common Pension Fund D	$1.9M	285,035	+14,413	ADD
101	XTX Topco Ltd	$1.7M	262,804	+130,783	ADD
102	Focus Partners Wealth	$1.6M	236,556	−75,950	TRIM
103	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.5M	233,979	−534,704	TRIM
104	PICTON MAHONEY ASSET MANAGEMENT	$1.5M	231,469	+231,469	NEW
105	EXCHANGE TRADED CONCEPTS, LLC	$1.5M	224,000	+224,000	NEW
106	Federation des caisses Desjardins du Quebec	$1.5M	222,819	−48,002	TRIM
107	Pathstone Holdings, LLC	$1.4M	216,007	−77,272	TRIM
108	Havemeyer Place LP	$1.4M	214,951	+214,951	NEW
109	Summit Trail Advisors, LLC	$1.4M	211,385	+110,951	ADD
110	Brevan Howard Capital Management LP	$1.3M	204,366	+127,234	ADD
111	CSS LLC/IL	$1.3M	202,650	+36,510	ADD
112	RBF Capital, LLC	$1.3M	200,000	−200,000	TRIM
113	CITADEL ADVISORS LLC	$1.3M	194,164	+102,818	ADD
114	KLP KAPITALFORVALTNING AS	$1.3M	190,896	+3,700	ADD
115	CAISSE DES DEPOTS ET CONSIGNATIONS	$1.3M	190,437	+5,785	ADD
116	Connor, Clark & Lunn Investment Management Ltd.	$1.2M	178,571	−29,990	TRIM
117	STATE OF WISCONSIN INVESTMENT BOARD	$1.2M	176,834	−103,490	TRIM
118	AlphaCore Capital LLC	$1.1M	164,048	+77,669	ADD
119	Lighthouse Investment Partners, LLC	$1.1M	163,047	+163,047	NEW
120	Mitsubishi UFJ Trust & Banking Corp	$1.0M	159,705	+11,804	ADD
121	Holocene Advisors, LP	$1.0M	155,652	+155,652	NEW
122	CAPSTONE INVESTMENT ADVISORS, LLC	$1.0M	155,222	+155,222	NEW
123	TEACHER RETIREMENT SYSTEM OF TEXAS	$1.0M	152,806	+85,895	ADD
124	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$976K	148,578	−16,067	TRIM
125	Zurcher Kantonalbank (Zurich Cantonalbank)	$973K	148,083	+148,083	NEW
126	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$971K	147,763	+38,502	ADD
127	Arizona State Retirement System	$968K	147,275	−4,436	TRIM
128	OPPENHEIMER & CO INC	$963K	146,500	+17,000	ADD
129	YOUSIF CAPITAL MANAGEMENT, LLC	$947K	144,106	+144,106	NEW
130	Beacon Pointe Advisors, LLC	$944K	143,755	+2,974	ADD
131	Hillsdale Investment Management Inc.	$939K	142,900	−327,100	TRIM
132	Amundi	$938K	142,770	+84,371	ADD
133	Tidal Investments LLC	$923K	140,486	−32,899	TRIM
134	Vanguard Investments Australia, Ltd.	$908K	138,165	—	NO PRIOR
135	Ethic Inc.	$906K	137,912	+14,602	ADD
136	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$825K	125,646	+125,646	NEW
137	AXQ CAPITAL, LP	$813K	123,690	+123,690	NEW
138	Merit Financial Group, LLC	$806K	122,637	−120,881	TRIM
139	Pallas Capital Advisors LLC	$789K	120,157	−136,620	TRIM
140	Woodline Partners LP	$784K	119,386	+119,386	NEW
141	Empirical Finance, LLC	$766K	116,595	0	NO CHANGE
142	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$763K	116,126	+116,126	NEW
143	HANCOCK WHITNEY CORP	$757K	100,479	+5,182	ADD
144	Focus Partners Advisor Solutions, LLC	$736K	112,000	−109,603	TRIM
145	GUGGENHEIM CAPITAL LLC	$725K	110,327	+43,325	ADD
146	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$676K	102,840	0	NO CHANGE
147	Corient Private Wealth LLC	$675K	110,437	−43,428	TRIM
148	Maryland State Retirement & Pension System	$652K	99,303	+73,851	ADD
149	MACKENZIE FINANCIAL CORP	$590K	89,819	−1,247,257	TRIM
150	A&I FINANCIAL SERVICES, LLC	$589K	89,688	+4,941	ADD
151	PANAGORA ASSET MANAGEMENT INC	$586K	89,201	−2,448,276	TRIM
152	Pictet Asset Management Holding SA	$550K	83,737	+6,243	ADD
153	WRIGHT INVESTORS SERVICE INC	$549K	83,633	−2,843	TRIM
154	Magnetar Financial LLC	$541K	82,415	+82,415	NEW
155	FORA Capital, LLC	$526K	79,940	+56,416	ADD
156	Gallacher Capital Management LLC	$510K	77,577	−7,848	TRIM
157	MIRABELLA FINANCIAL SERVICES LLP	$495K	75,343	+38,576	ADD
158	Bull Harbor Capital LLC	$492K	74,950	—	NO PRIOR
159	Chicago Partners Investment Group LLC	$483K	66,288	−1,665	TRIM
160	OXFORD ASSET MANAGEMENT LLP	$469K	71,453	+71,453	NEW
161	SummitTX Capital, L.P.	$466K	70,923	+10,743	ADD
162	HighTower Advisors, LLC	$454K	69,100	+57,774	ADD
163	NorthCrest Asset Manangement, LLC	$423K	63,896	−67,515	TRIM
164	STIFEL FINANCIAL CORP	$393K	59,858	−45,514	TRIM
165	Engineers Gate Manager LP	$389K	59,157	−215,700	TRIM
166	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$382K	58,145	+58,145	NEW
167	Arax Advisory Partners	$363K	55,184	+29,735	ADD
168	MONETA GROUP INVESTMENT ADVISORS LLC	$361K	54,932	+32	ADD
169	Advisor Resource Council	$357K	54,381	+3,740	ADD
170	Krilogy Financial LLC	$356K	50,208	−57,503	TRIM
171	Mitsubishi UFJ Asset Management Co., Ltd.	$355K	54,013	−996	TRIM
172	UMB Bank, n.a.	$351K	53,381	+1,504	ADD
173	DEUTSCHE BANK AG\	$348K	52,898	−41,683	TRIM
174	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$344K	52,355	−20,432	TRIM
175	IMC-Chicago, LLC	$332K	50,497	+11,498	ADD
176	Diametric Capital, LP	$318K	48,370	+48,370	NEW
177	PRELUDE CAPITAL MANAGEMENT, LLC	$308K	46,844	+35,144	ADD
178	EP Wealth Advisors, LLC	$308K	46,813	−10,476	TRIM
179	OP Asset Management Ltd	$304K	46,268	—	NO PRIOR
180	Vanguard Personalized Indexing Management, LLC	$303K	46,145	−10,694	TRIM
181	CIBC Asset Management Inc	$299K	45,448	+21,521	ADD
182	State of Wyoming	$274K	41,694	−14,636	TRIM
183	FEDERATED HERMES, INC.	$269K	40,965	−204	TRIM
184	MQS Management LLC	$262K	39,812	+4,941	ADD
185	Millington Financial Advisors, LLC	$259K	35,871	−7,893	TRIM
186	Sanctuary Advisors, LLC	$258K	39,271	−34,053	TRIM
187	GREAT LAKES ADVISORS, LLC	$258K	39,265	+3,992	ADD
188	Brooklyn Investment Group	$255K	38,755	+38,755	NEW
189	XPONANCE LLC	$246K	37,488	+11,551	ADD
190	FOX RUN MANAGEMENT, L.L.C.	$246K	38,023	+38,023	NEW
191	denkapparat Operations GmbH	$243K	37,013	+37,013	NEW
192	WELLS FARGO & COMPANY/MN	$241K	36,738	+889	ADD
193	Ensign Peak Advisors, Inc	$241K	36,692	0	NO CHANGE
194	Kera Capital Partners, Inc.	$241K	36,632	−13,281	TRIM
195	BANK OF MONTREAL /CAN/	$240K	36,522	+36,522	NEW
196	Curi Capital, LLC	$238K	36,158	−23,652	TRIM
197	waypoint wealth counsel	$237K	36,116	−20,228	TRIM
198	Inscription Capital, LLC	$235K	35,804	−19,110	TRIM
199	Nova R Wealth, Inc.	$232K	35,257	+236	ADD
200	DnB Asset Management AS	$228K	34,729	+34,729	NEW
201	BTG Pactual Asset Management US LLC	$224K	34,019	+2,419	ADD
202	Banque Cantonale Vaudoise	$223K	33,991	+33,991	NEW
203	MANGROVE PARTNERS IM, LLC	$212K	32,217	+4,564	ADD
204	Parcion Private Wealth LLC	$210K	31,975	−24,356	TRIM
205	Aaron Wealth Advisors LLC	$209K	31,851	+31,851	NEW
206	Waverly Advisors, LLC	$204K	31,103	−17,188	TRIM
207	Aristides Capital LLC	$204K	31,006	+6,829	ADD
208	VISTA INVESTMENT PARTNERS LLC	$201K	30,644	0	NO CHANGE
209	Swiss Life Asset Management Ltd	$199K	30,242	+3,033	ADD
210	SIMPLEX TRADING, LLC	$198K	30,113	−25,868	TRIM
211	HB Wealth Management, LLC	$197K	30,017	−2,205	TRIM
212	US BANCORP \DE\	$196K	29,903	−540	TRIM
213	LSV ASSET MANAGEMENT	$196K	29,784,400	+1,946,663	ADD
214	Modern Wealth Management, LLC	$188K	28,740	+9,167	ADD
215	GROUP ONE TRADING LLC	$180K	27,364	+5,109	ADD
216	Jain Global LLC	$178K	27,145	−180,583	TRIM
217	Utah Retirement Systems	$177K	26,986	0	NO CHANGE
218	Allworth Financial LP	$176K	26,845	−7,749	TRIM
219	EVERGREEN CAPITAL MANAGEMENT LLC	$174K	26,433	+26,433	NEW
220	Lido Advisors, LLC	$172K	26,192	+26,192	NEW
221	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$168K	25,617	+25,617	NEW
222	Rothschild Wealth LLC	$164K	24,919	−10,617	TRIM
223	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$163K	24,808	+24,808	NEW
224	Caerus Investment Advisors, LLC	$162K	24,666	−54,092	TRIM
225	Baker Avenue Asset Management, LP	$155K	23,569	+8,434	ADD
226	Verition Fund Management LLC	$155K	23,541	−1,031,127	TRIM
227	GenTrust, LLC	$153K	23,112	−9,208	TRIM
228	JACKSON THORNTON WEALTH MANAGEMENT, LLC	$153K	22,752	−26,776	TRIM
229	Allegiance Financial Group Advisory Services LLC	$151K	23,054	−12,872	TRIM
230	Perigon Wealth Management, LLC	$148K	22,597	−20,953	TRIM
231	ProShare Advisors LLC	$145K	22,136	+7,803	ADD
232	NewEdge Advisors, LLC	$145K	22,104	−15,059	TRIM
233	Cetera Investment Advisers	$145K	22,094	−8,732	TRIM
234	Huntleigh Advisors, Inc.	$144K	21,964	+1,000	ADD
235	Clearstead Advisors, LLC	$142K	21,607	−18,184	TRIM
236	Abel Hall, LLC	$139K	21,119	+21,119	NEW
237	nVerses Capital, LLC	$138K	21,048	+8,618	ADD
238	Abundance Wealth Counselors	$136K	20,722	+20,722	NEW
239	Frec Markets, Inc.	$135K	20,581	+20,581	NEW
240	KENNEDY INVESTMENT GROUP, INC.	$134K	20,451	−4,589	TRIM
241	WADDELL & ASSOCIATES, LLC	$126K	19,238	−37,180	TRIM
242	Destiny Wealth Partners, LLC	$118K	18,024	+18,024	NEW
243	EntryPoint Capital, LLC	$117K	17,807	+17,807	NEW
244	Sequoia Financial Advisors, LLC	$115K	17,497	−29,166	TRIM
245	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$114K	17,234	+17,234	NEW
246	Sterling Capital Management LLC	$113K	17,126	−13,072	TRIM
247	PINNACLE ASSOCIATES LTD	$112K	17,097	+17,097	NEW
248	Pinnacle Wealth Management Advisory Group, LLC	$112K	17,097	−10,071	TRIM
249	LPL Financial LLC	$112K	17,066	−2,941	TRIM
250	SHELTON CAPITAL MANAGEMENT	$111K	16,907	+16,907	NEW
251	PROFUND ADVISORS LLC	$110K	16,768	+16,768	NEW
252	CITIZENS FINANCIAL GROUP INC/RI	$108K	16,336	+16,336	NEW
253	GLENMEDE TRUST CO NA	$108K	16,483	−89,580	TRIM
254	Vise Technologies, Inc.	$106K	13,106	0	NO CHANGE
255	COMMONWEALTH EQUITY SERVICES, LLC	$106K	16,091	−873	TRIM
256	EARNED WEALTH ADVISORS, LLC	$106K	16,075	−19,591	TRIM
257	FAMILY WEALTH PARTNERS, LLC	$105K	15,931	−2,938	TRIM
258	Williams & Novak Wealth Management, LLC	$103K	15,741	+3,433	ADD
259	North Dakota State Investment Board	$98.9K	15,059	−2,621	TRIM
260	Fifth Third Wealth Advisors LLC	$98.4K	14,977	+14,977	NEW
261	Optas, LLC	$96.9K	14,744	+14,744	NEW
262	Maia Wealth LLC	$94.8K	14,436	−1,053	TRIM
263	EVOKE WEALTH, LLC	$94.0K	14,134	−20,237	TRIM
264	RIVERSEDGE ADVISORS, LLC	$93.0K	14,159	−8,390	TRIM
265	OSAIC HOLDINGS, INC.	$92.6K	14,102	+9,944	ADD
266	Kestra Advisory Services, LLC	$91.8K	13,952	−288	TRIM
267	NORTHWEST WEALTH MANAGEMENT, LLC	$90.8K	13,825	−11,148	TRIM
268	Claro Advisors Inc.	$89.8K	13,663	+13,663	NEW
269	HUB Investment Partners, LLC	$89.4K	13,607	−3,102	TRIM
270	POINCIANA ADVISORS GROUP, LLC	$87.5K	13,315	−2,759	TRIM
271	Mirae Asset Global Investments Co., Ltd.	$84.8K	12,912	+1,433	ADD
272	Polymer Capital Management (US) LLC	$84.8K	12,903	+12,903	NEW
273	Wick Capital Partners, LLC	$83.1K	12,651	+12,651	NEW
274	Savvy Advisors, Inc.	$82.4K	12,546	−7,831	TRIM
275	NWF Advisory Services Inc.	$81.5K	12,410	+12,410	NEW
276	COLDSTREAM CAPITAL MANAGEMENT INC	$81.5K	12,406	+12,406	NEW
277	MAI Capital Management	$78.9K	12,010	+9,090	ADD
278	Ariadne Wealth Management, LP	$76.0K	11,442	−5,620	TRIM
279	KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	$75.6K	11,511	—	NO PRIOR
280	COMMERCE BANK	$75.3K	11,456	0	NO CHANGE
281	NOMURA ASSET MANAGEMENT CO LTD	$74.9K	11,400	+5,200	ADD
282	GTS SECURITIES LLC	$74.5K	11,346	+11,346	NEW
283	Soltis Investment Advisors LLC	$74.4K	11,323	−1,568	TRIM
284	SIG BROKERAGE, LP	$72.2K	10,982	0	NO CHANGE
285	SAGESPRING WEALTH PARTNERS, LLC	$71.7K	10,917	+10,917	NEW
286	PDS Planning, Inc	$69.4K	10,563	+10,563	NEW
287	Mutual Advisors, LLC	$67.3K	10,248	+10,248	NEW
288	Archford Capital Strategies, LLC	$67.1K	10,210	−96,394	TRIM
289	True Wealth Design, LLC	$66.0K	10,039	−3,772	TRIM
290	Certified Advisory Corp	$65.9K	10,037	+1	ADD
291	Walleye Trading LLC	$56.6K	8,608	−17,800	TRIM
292	MetLife Investment Management, LLC	$55.0K	8,368	+13	ADD
293	NATIONAL BANK OF CANADA /FI/	$52.7K	8,028	+164	ADD
294	PARK CIRCLE Co	$45.6K	6,946	0	NO CHANGE
295	New Age Alpha Advisors, LLC	$35.9K	5,465	−10,830	TRIM
296	BFSG, LLC	$32.9K	5,000	0	NO CHANGE
297	Altshuler Shaham Ltd	$26.7K	4,070	+1,094	ADD
298	Larson Financial Group LLC	$20.5K	3,113	+3,099	ADD
299	ELEVATION WEALTH PARTNERS, LLC	$16.7K	2,539	+2,258	ADD
300	Steward Partners Investment Advisory, LLC	$16.4K	2,500	0	NO CHANGE
301	SJS Investment Consulting Inc.	$15.7K	2,390	−472	TRIM
302	NISA INVESTMENT ADVISORS, LLC	$13.8K	2,098	+2,098	NEW
303	Sachetta, LLC	$13.6K	2,074	+1,993	ADD
304	THRIVENT FINANCIAL FOR LUTHERANS	$13.5K	2,057,637	+339,125	ADD
305	Rockefeller Capital Management L.P.	$11.9K	1,808	+630	ADD
306	WPG Advisers, LLC	$11.0K	1,679	−1,695	TRIM
307	Activest Wealth Management	$10.8K	1,649	−378	TRIM
308	SIGNATUREFD, LLC	$9.8K	1,488	+854	ADD
309	Pinnacle Wealth Planning Services, Inc.	$8.5K	1,294	+981	ADD
310	CVA Family Office, LLC	$7.2K	1,094	+1,094	NEW
311	Smartleaf Asset Management LLC	$7.0K	1,085	+89	ADD
312	Glass Jacobson Investment Advisors llc	$6.7K	1,015	+7	ADD
313	Grove Bank & Trust	$6.5K	994	0	NO CHANGE
314	Rialto Wealth Management, LLC	$5.9K	895	−64	TRIM
315	Addison Advisors LLC	$5.8K	889	+490	ADD
316	Walleye Capital LLC	$5.6K	845	+784	ADD
317	TD Waterhouse Canada Inc.	$5.3K	818	0	NO CHANGE
318	CENTRAL TRUST Co	$4.5K	690	0	NO CHANGE
319	Parkside Financial Bank & Trust	$4.4K	675	+116	ADD
320	Bell Investment Advisors, Inc	$4.4K	665	−213	TRIM
321	ALGERT GLOBAL LLC	$3.7K	569,020	+43,810	ADD
322	JFS WEALTH ADVISORS, LLC	$3.7K	566	−300	TRIM
323	Ancora Advisors LLC	$3.7K	567	+567	NEW
324	CANADA LIFE ASSURANCE Co	$3.3K	499,914	+359,608	ADD
325	Key Capital Management, INC	$3.2K	482	+482	NEW
326	Treasurer of the State of North Carolina	$3.1K	468,830	+29,019	ADD
327	State of Alaska, Department of Revenue	$2.2K	338,989	+250,805	ADD
328	QUADRANT CAPITAL GROUP LLC	$2.1K	317	+74	ADD
329	Triumph Capital Management	$2.0K	300	0	NO CHANGE
330	SBI Securities Co., Ltd.	$1.9K	295	−1,048	TRIM
331	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	$1.5K	231,123	+183,985	ADD
332	Kilter Group LLC	$1.4K	211	+211	NEW
333	FARMERS & MERCHANTS INVESTMENTS INC	$1.3K	200	+200	NEW
334	AMALGAMATED BANK	$1.1K	168,702	+130,834	ADD
335	Redwood Investment Management, LLC	$1.0K	158,608	+158,608	NEW
336	DiNuzzo Private Wealth, Inc.	$1.0K	154	−5	TRIM
337	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	$828	126,000	+126,000	NEW
338	HHM Wealth Advisors, LLC	$657	100	+100	NEW
339	Owl Creek Wealth Partners LLC	$625	95	—	NO PRIOR
340	Ankerstar Wealth, LLC	$594	90	+90	NEW
341	ACADIAN ASSET MANAGEMENT LLC	$535	81,716	−628,260	TRIM
342	Cromwell Holdings LLC	$504	76	0	NO CHANGE
343	SHP Wealth Management	$486	74	+74	NEW
344	Signature Equity Partners, LLC	$322	49	+49	NEW
345	HFM Investment Advisors, LLC	$283	43	−23	TRIM
346	NATIXIS ADVISORS, LLC	$260	39,610	+39,610	NEW
347	CX Institutional	$237	36,049	+36,049	NEW
348	American Capital Advisory, LLC	$191	29	+19	ADD
349	ASSETMARK, INC	$131	20	−67	TRIM
350	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	$118	18	+18	NEW
351	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	$118	17,956	0	NO CHANGE
352	KBC Group NV	$103	15,714	+4,750	ADD
353	Vermillion Wealth Management, Inc.	$72	11	+11	NEW
354	Keating Financial Advisory Services, Inc.	$33	5	−420	TRIM
355	MV CAPITAL MANAGEMENT, INC.	$27	4	0	NO CHANGE
356	Seneschal Advisors, LLC	$27	4	0	NO CHANGE
357	VANGUARD GROUP INC	—	—	—	n/c
358	Brandywine Global Investment Management, LLC	—	—	—	n/c
359	COMERICA BANK	—	—	—	n/c
360	VIRGINIA RETIREMENT SYSTEMS ET Al	—	—	—	n/c
361	Global Retirement Partners, LLC	—	—	—	n/c
362	EMC Capital Management	—	—	—	n/c
363	SHERBROOKE PARK ADVISERS LLC	—	—	—	n/c
364	NDVR, Inc.	—	—	—	n/c
365	M&T BANK CORP	—	—	−31,784	EXIT
366	TRUIST FINANCIAL CORP	—	—	−15,101	EXIT
367	Jefferies Financial Group Inc.	—	—	−214,536	EXIT
368	&PARTNERS	—	—	−13,399	EXIT
369	SMITH, MOORE & CO.	—	—	−44,299	EXIT
370	BAILARD, INC.	—	—	−38,400	EXIT
371	SYM FINANCIAL Corp	—	—	−19,410	EXIT
372	DANSKE BANK A/S	—	—	−1,800	EXIT
373	HARBOUR INVESTMENTS, INC.	—	—	−611	EXIT
374	HEARTLAND ADVISORS INC	—	—	−403,092	EXIT
375	POLEN CAPITAL MANAGEMENT LLC	—	—	−49,368	EXIT
376	SCHRODER INVESTMENT MANAGEMENT GROUP	—	—	−508,410	EXIT
377	PRUDENTIAL FINANCIAL INC	—	—	−5,820,522	EXIT
378	AVIVA PLC	—	—	−75,130	EXIT
379	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	—	—	−10,333	EXIT
380	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	—	—	−355,669	EXIT
381	Essex Financial Services, Inc.	—	—	−14,681	EXIT
382	Watershed Asset Management, L.L.C.	—	—	−49,250	EXIT
383	LONESTAR CAPITAL MANAGEMENT LLC	—	—	−520,000	EXIT
384	NORGES BANK	—	—	−23,915,277	EXIT
385	Manchester Capital Management LLC	—	—	−65	EXIT
386	Employees Retirement System of Texas	—	—	−208,658	EXIT
387	Convergence Investment Partners, LLC	—	—	−165,362	EXIT
388	HRT FINANCIAL LP	—	—	−1,968,010	EXIT
389	TWO SIGMA ADVISERS, LP	—	—	−2,968,700	EXIT
390	Savant Capital, LLC	—	—	−17,456	EXIT
391	Quantbot Technologies LP	—	—	−121,770	EXIT
392	Tower Research Capital LLC (TRC)	—	—	−6,957	EXIT
393	Skandinaviska Enskilda Banken AB (publ)	—	—	−466,425	EXIT
394	Dynamic Technology Lab Private Ltd	—	—	−57,485	EXIT
395	Atria Investments, Inc	—	—	−10,368	EXIT
396	Family Manage LLC	—	—	−11,785	EXIT
397	Capula Management Ltd	—	—	−114,416	EXIT
398	Zimmer Partners, LP	—	—	−12,365,246	EXIT
399	Formidable Asset Management, LLC	—	—	−48,268	EXIT
400	JANE STREET GROUP, LLC	—	—	−447,431	EXIT
401	Checchi Capital Advisers, LLC	—	—	−10,246	EXIT
402	Greenhouse Funds LLLP	—	—	−5,687,898	EXIT
403	Mork Capital Management, LLC	—	—	−143,500	EXIT
404	Maven Securities LTD	—	—	−100,000	EXIT
405	KESTRA PRIVATE WEALTH SERVICES, LLC	—	—	−11,683	EXIT
406	Aptus Capital Advisors, LLC	—	—	−17,710	EXIT
407	Schonfeld Strategic Advisors LLC	—	—	−42,188	EXIT
408	CWA Asset Management Group, LLC	—	—	−128,344	EXIT
409	Sagewood Asset Management LP	—	—	−10,623	EXIT
410	Symmetry Partners, LLC	—	—	−12,509	EXIT
411	RITHOLTZ WEALTH MANAGEMENT	—	—	−13,400	EXIT
412	Clearstead Trust, LLC	—	—	−711	EXIT
413	Neo Ivy Capital Management	—	—	−488,806	EXIT
414	Qube Research & Technologies Ltd	—	—	−3,366,932	EXIT
415	Vanguard Capital Wealth Advisors	—	—	−37,473	EXIT
416	Brand Asset Management Group, Inc.	—	—	−34,392	EXIT
417	TWINBEECH CAPITAL LP	—	—	−709,886	EXIT
418	Y-Intercept (Hong Kong) Ltd	—	—	−228,094	EXIT
419	Symphony Financial, Ltd. Co.	—	—	−13,444	EXIT
420	OCCUDO QUANTITATIVE STRATEGIES LP	—	—	−97,003	EXIT
421	Jackson Creek Investment Advisors LLC	—	—	−275,149	EXIT
422	F/m Investments LLC	—	—	−228,003	EXIT
423	Precision Wealth Strategies, LLC	—	—	−67,818	EXIT
424	Bison Wealth, LLC	—	—	−12,018	EXIT
425	CFC Planning Co LLC	—	—	−21,124	EXIT
426	AlphaQuest LLC	—	—	−58,742	EXIT
427	Allspring Global Investments Holdings, LLC	—	—	−69,023	EXIT
428	JOURNEY STRATEGIC WEALTH LLC	—	—	−13,021	EXIT
429	Forum Financial Management, LP	—	—	−29,535	EXIT
430	Dunhill Financial, LLC	—	—	−13	EXIT
431	DRIVE WEALTH MANAGEMENT, LLC	—	—	−11,025	EXIT
432	TFB Advisors LLC	—	—	−53,145	EXIT
433	Quarry LP	—	—	−456	EXIT
434	Baron Wealth Management LLC	—	—	−10,313	EXIT
435	LECAP ASSET MANAGEMENT LTD	—	—	−27,440	EXIT
436	Sivia Capital Partners, LLC	—	—	−80,578	EXIT
437	MAINSAIL ASSET MANAGEMENT, LLC	—	—	−12,910	EXIT
438	WealthCollab, LLC	—	—	−1,226	EXIT
439	Aster Capital Management (DIFC) Ltd	—	—	−31,713	EXIT
440	Integrated Quantitative Investments LLC	—	—	−19,100	EXIT
441	Bayforest Capital Ltd	—	—	−1,017	EXIT
442	Kaufman Rossin Wealth, LLC	—	—	−34,497	EXIT
443	CAXTON ASSOCIATES LLP	—	—	−11,031	EXIT
444	111 Capital	—	—	−34,485	EXIT
445	QTR Family Wealth, LLC	—	—	−25,464	EXIT
446	Investment Research Partners LLC	—	—	−15,055	EXIT
447	VARCOV Co.	—	—	−13,014	EXIT
448	Steadtrust LLC	—	—	−29,900	EXIT
449	MCGUIRE CAPITAL ADVISORS INC	—	—	−3	EXIT

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

Congress ↔ notable managers · ADT

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

Adding: 0 — $0 held
Trimming: 3 Bridgewater Associates, Gotham Asset Management, Caxton Associates $16.3M held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · ADT INC DEL

Merged timeline of congressional filings and notable-manager moves on ADT
Date	Who	Change	Size
2026-05-15	Bridgewater Associates 13F	TRIM	−250,070 sh
2026-05-15	Gotham Asset Management 13F	TRIM	−713,634 sh
2026-05-14	Caxton Associates 13F	EXIT	−11,031 sh

3 newest, by filing date · 13F rows are quarter-end snapshots, not trades

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 changed or closed since the 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; each record notes its original unit.

Affiliated managers may report the same position, 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.