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 ↗

AFLAC INC · common stock · Q1 2026 · 15 members disclosed AFL ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,398 holders are listed, largest first: 1,398
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $35.4B
holders whose share count rose or who opened the position (new + add), by shares: 517
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 119

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 AFL ranked by reported value, 1–25 of 1,398 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	Japan Post Holdings Co., Ltd.	$5.7B	51,974,500	−325,500	TRIM
2	BlackRock, Inc.	$4.0B	36,205,291	−572,535	TRIM
3	VANGUARD CAPITAL MANAGEMENT LLC	$3.3B	30,254,403	—	NO PRIOR
4	STATE STREET CORP	$2.6B	23,600,470	−162,131	TRIM
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.0B	18,242,564	—	NO PRIOR
6	GEODE CAPITAL MANAGEMENT, LLC	$1.2B	10,717,264	+248,274	ADD
7	WELLS FARGO & COMPANY/MN	$1.2B	10,548,868	−271,215	TRIM
8	MORGAN STANLEY	$867M	7,901,444	−323,039	TRIM
9	NORTHERN TRUST CORP	$719M	6,550,837	+6,695	ADD
10	DIMENSIONAL FUND ADVISORS LP	$499M	4,550,855	+67,650	ADD
11	Invesco Ltd.	$477M	4,349,223	+601,527	ADD
12	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$446M	4,069,126	−344,689	TRIM
13	Legal & General Group Plc	$418M	3,811,014	+62,048	ADD
14	Amundi	$359M	3,268,209	+603,426	ADD
15	FIRST TRUST ADVISORS LP	$349M	3,184,801	+1,968,738	ADD
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$346M	3,149,578	+47,139	ADD
17	UBS Group AG	$296M	2,698,310	+1,259,209	ADD
18	Bank of New York Mellon Corp	$294M	2,676,830	−95,916	TRIM
19	VANGUARD FIDUCIARY TRUST CO	$288M	2,626,416	—	NO PRIOR
20	BANK OF AMERICA CORP /DE/	$256M	2,330,679	−329,043	TRIM
21	Guinness Asset Management LTD	$236M	2,159,078	−142,076	TRIM
22	DEUTSCHE BANK AG\	$233M	2,119,946	−5,199	TRIM
23	NORDEA INVESTMENT MANAGEMENT AB	$210M	1,944,989	+78,518	ADD
24	ProShare Advisors LLC	$177M	1,617,315	+48,164	ADD
25	Swiss National Bank	$160M	1,461,300	+69,000	ADD

Show the top 500 of 1,398 holders

13F holders of AFL ranked by reported value, 26–500 of 1,398 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	RAYMOND JAMES FINANCIAL INC	$160M	1,454,102	−30,547	TRIM
27	FMR LLC	$158M	1,436,555	+75,793	ADD
28	Robeco Institutional Asset Management B.V.	$150M	1,369,412	−117,289	TRIM
29	BARCLAYS PLC	$141M	1,289,092	−3,715	TRIM
30	Sumitomo Mitsui Trust Group, Inc.	$132M	1,207,226	−75,300	TRIM
31	Pinnacle Financial Partners, Inc.	$126M	1,150,524	+52,241	ADD
32	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$125M	1,140,542	+595,464	ADD
33	Mitsubishi UFJ Asset Management Co., Ltd.	$124M	1,132,495	+59,778	ADD
34	Nuveen, LLC	$121M	1,099,260	−5,625	TRIM
35	Vanguard Global Advisers, LLC	$115M	1,044,098	—	NO PRIOR
36	ROYAL BANK OF CANADA	$113M	1,025,765	+158,350	ADD
37	Qube Research & Technologies Ltd	$111M	1,009,765	+131,554	ADD
38	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$110M	999,037	−142,797	TRIM
39	HSBC HOLDINGS PLC	$106M	964,590	−1,158,026	TRIM
40	VANGUARD ASSET MANAGEMENT, Ltd	$105M	958,191	—	NO PRIOR
41	CITADEL ADVISORS LLC	$105M	957,294	+709,999	ADD
42	LPL Financial LLC	$96.7M	880,996	−100,729	TRIM
43	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$92.8M	846,186	+254,010	ADD
44	HighTower Advisors, LLC	$92.4M	841,986	+54,871	ADD
45	TCTC Holdings, LLC	$88.8M	809,298	0	NO CHANGE
46	National Pension Service	$88.6M	807,430	+807,430	NEW
47	ASSETMARK, INC	$88.0M	801,692	−70,926	TRIM
48	ENVESTNET ASSET MANAGEMENT INC	$87.3M	796,083	−42,458	TRIM
49	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	$84.7M	772,361	−32,734	TRIM
50	MARSHALL WACE, LLP	$81.9M	746,927	−364,784	TRIM
51	FRANKLIN RESOURCES INC	$79.6M	725,624	+148,080	ADD
52	STOREBRAND ASSET MANAGEMENT AS	$74.1M	674,978	—	NO PRIOR
53	RENAISSANCE TECHNOLOGIES LLC	$73.3M	667,700	+529,200	ADD
54	CITIGROUP INC	$71.3M	650,031	+129,875	ADD
55	JANE STREET GROUP, LLC	$69.2M	630,770	+129,072	ADD
56	Vest Financial, LLC	$67.4M	614,148	+50,455	ADD
57	AGF MANAGEMENT LTD	$67.2M	612,340	−102,280	TRIM
58	ALLIANCEBERNSTEIN L.P.	$66.9M	607,116	−445,370	TRIM
59	&PARTNERS	$64.8M	590,580	+5,163	ADD
60	NEW YORK STATE COMMON RETIREMENT FUND	$61.0M	555,666	−8,000	TRIM
61	NOMURA ASSET MANAGEMENT CO LTD	$59.9M	546,111	+19,009	ADD
62	Quantinno Capital Management LP	$57.0M	519,634	+71,074	ADD
63	PRINCIPAL FINANCIAL GROUP INC	$56.7M	516,801	−2,990	TRIM
64	Russell Investments Group, Ltd.	$56.0M	513,440	+43,306	ADD
65	Universal- Beteiligungs- und Servicegesellschaft mbH	$55.3M	504,928	+21,668	ADD
66	AMERIPRISE FINANCIAL INC	$53.6M	488,357	+33,885	ADD
67	TWO SIGMA INVESTMENTS, LP	$52.5M	478,735	−148,448	TRIM
68	Gotham Asset Management, LLC	$52.3M	476,592	+70,779	ADD
69	Clark Capital Management Group, Inc.	$52.3M	476,570	+4,976	ADD
70	Retirement Systems of Alabama	$50.7M	462,212	−1,214	TRIM
71	Corient Private Wealth LLC	$50.6M	461,778	−640,803	TRIM
72	STIFEL FINANCIAL CORP	$50.4M	459,380	−21,672	TRIM
73	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$49.0M	446,908	−27,474	TRIM
74	Sterling Capital Management LLC	$47.4M	432,209	−19,500	TRIM
75	MILLENNIUM MANAGEMENT LLC	$44.7M	407,292	−123,183	TRIM
76	AVIVA PLC	$44.5M	405,743	−22,729	TRIM
77	TRUIST FINANCIAL CORP	$44.1M	401,567	−29,843	TRIM
78	DANSKE BANK A/S	$42.8M	389,903	+2,797	ADD
79	BANK OF MONTREAL /CAN/	$42.1M	383,895	−41,901	TRIM
80	GATEWAY INVESTMENT ADVISERS LLC	$41.7M	380,217	−5,273	TRIM
81	Aberdeen Group plc	$41.3M	376,654	+15,632	ADD
82	Polar Capital Holdings Plc	$41.1M	375,000	−73,000	TRIM
83	AMF Tjanstepension AB	$40.7M	371,149	+10,790	ADD
84	KLP KAPITALFORVALTNING AS	$40.1M	365,170	+4,500	ADD
85	ADAGE CAPITAL PARTNERS GP, L.L.C.	$39.3M	358,174	−67,700	TRIM
86	Cetera Investment Advisers	$38.2M	348,220	−9,870	TRIM
87	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$37.5M	341,869	+13,675	ADD
88	AQR CAPITAL MANAGEMENT LLC	$37.4M	343,333	−1,065,781	TRIM
89	Henshaw Capital LLC	$37.0M	337,000	—	NO PRIOR
90	BNP Paribas Asset Management Holding S.A.	$36.5M	332,961	−177,518	TRIM
91	Rockefeller Capital Management L.P.	$36.3M	331,320	−10,772	TRIM
92	CONNING INC.	$36.0M	328,376	+18,658	ADD
93	WELCH & FORBES LLC	$34.8M	317,011	−4,237	TRIM
94	Pictet Asset Management Holding SA	$33.6M	306,702	−30,527	TRIM
95	Baird Financial Group, Inc.	$33.3M	303,545	+303,545	NEW
96	Willis Investment Counsel	$33.2M	302,180	+1,086	ADD
97	ROYAL LONDON ASSET MANAGEMENT LTD	$33.0M	300,927	−371	TRIM
98	Cerity Partners LLC	$32.9M	299,606	+16,590	ADD
99	HANCOCK WHITNEY CORP	$32.6M	297,496	−11,273	TRIM
100	APG Asset Management N.V.	$30.5M	320,765	−16,762	TRIM
101	Swedbank AB	$29.5M	269,140	−7,738	TRIM
102	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$29.5M	268,521	−689,342	TRIM
103	PhiloSmith Capital Corp	$29.4M	267,800	0	NO CHANGE
104	STATE OF WISCONSIN INVESTMENT BOARD	$29.2M	266,193	+3,581	ADD
105	CIBC Asset Management Inc	$29.0M	264,385	+40,096	ADD
106	Creative Planning	$28.6M	260,338	+9,555	ADD
107	SCHRODER INVESTMENT MANAGEMENT GROUP	$28.5M	259,546	+2,403	ADD
108	Zurcher Kantonalbank (Zurich Cantonalbank)	$28.4M	258,905	+258,905	NEW
109	PRUDENTIAL FINANCIAL INC	$28.3M	258,187	−11,490	TRIM
110	WATERS PARKERSON & CO., LLC	$28.3M	258,140	−3,458	TRIM
111	TORONTO DOMINION BANK	$28.3M	257,957	+44,591	ADD
112	Chevy Chase Trust Holdings, LLC	$27.9M	254,161	−10,175	TRIM
113	Allianz Asset Management GmbH	$27.5M	250,485	−221,000	TRIM
114	Vanguard Investments Australia, Ltd.	$27.3M	248,463	—	NO PRIOR
115	COMMONWEALTH EQUITY SERVICES, LLC	$27.0M	246,423	+5,423	ADD
116	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$27.0M	245,674	−26,130	TRIM
117	VICTORY CAPITAL MANAGEMENT INC	$26.9M	245,576	+3,600	ADD
118	ARIEL INVESTMENTS, LLC	$26.2M	239,266	+27,194	ADD
119	Destination Wealth Management	$26.0M	236,684	+1,983	ADD
120	Korea Investment CORP	$26.0M	236,679	−53,082	TRIM
121	MERCER GLOBAL ADVISORS INC /ADV	$25.6M	237,866	−20,358	TRIM
122	HUNTINGTON NATIONAL BANK	$25.3M	230,549	−2,195	TRIM
123	OSAIC HOLDINGS, INC.	$24.1M	219,835	−20,465	TRIM
124	Asset Management One Co., Ltd.	$24.1M	219,489	−8,573	TRIM
125	NISA INVESTMENT ADVISORS, LLC	$23.7M	215,608	+7,320	ADD
126	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$23.6M	216,420	−36,243	TRIM
127	JNBA Financial Advisors	$23.6M	214,718	−176	TRIM
128	SHELTON CAPITAL MANAGEMENT	$22.6M	206,419	−207,950	TRIM
129	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$22.5M	205,495	−3,397	TRIM
130	Mitsubishi UFJ Trust & Banking Corp	$22.4M	204,420	−4,120	TRIM
131	KEYBANK NATIONAL ASSOCIATION/OH	$22.2M	202,806	+495	ADD
132	Squarepoint Ops LLC	$21.7M	197,868	+185,297	ADD
133	Dorato Capital Management	$21.2M	187,373	−2,000	TRIM
134	NATIXIS	$21.1M	192,014	+19,386	ADD
135	Moran Wealth Management, LLC	$20.7M	188,305	−9,954	TRIM
136	AMERICAN CENTURY COMPANIES INC	$20.3M	185,233	+234	ADD
137	US BANCORP \DE\	$20.2M	183,696	−3,335	TRIM
138	TD ASSET MANAGEMENT INC	$20.1M	183,076	+4,432	ADD
139	Blue Trust, Inc.	$19.7M	179,761	−18,114	TRIM
140	Resona Asset Management Co.,Ltd.	$19.2M	175,309	+1,566	ADD
141	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$18.9M	172,024	+80,350	ADD
142	State of New Jersey Common Pension Fund D	$18.4M	167,924	0	NO CHANGE
143	Lansforsakringar Fondforvaltning AB (publ)	$18.2M	165,841	−2,308	TRIM
144	Midwest Trust Co	$17.9M	162,975	+153,925	ADD
145	JONES FINANCIAL COMPANIES LLLP	$17.8M	167,121	+58,774	ADD
146	TEACHER RETIREMENT SYSTEM OF TEXAS	$17.8M	162,062	+67,887	ADD
147	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$17.6M	160,148	−25,286	TRIM
148	Trexquant Investment LP	$17.4M	158,384	+56,769	ADD
149	Tredje AP-fonden	$17.2M	157,230	+108,676	ADD
150	CIBC Bancorp USA Inc.	$17.0M	155,182	—	NO PRIOR
151	MUFG Securities EMEA plc	$16.1M	146,733	+127,395	ADD
152	NewEdge Advisors, LLC	$15.8M	143,968	−3,459	TRIM
153	MATHER GROUP, LLC.	$15.7M	142,974	−390	TRIM
154	Steward Partners Investment Advisory, LLC	$15.6M	142,602	+47,380	ADD
155	NATIONAL BANK OF CANADA /FI/	$15.6M	142,407	−54,727	TRIM
156	HM PAYSON & CO	$15.6M	142,317	−560	TRIM
157	YOUSIF CAPITAL MANAGEMENT, LLC	$15.6M	142,228	+1,564	ADD
158	FIFTH THIRD BANCORP	$15.6M	142,180	+81,803	ADD
159	CULLINAN ASSOCIATES INC	$15.2M	138,359	−3,815	TRIM
160	Illinois Municipal Retirement Fund	$15.0M	136,941	−37,349	TRIM
161	SEI INVESTMENTS CO	$15.0M	136,494	+11,989	ADD
162	Arizona State Retirement System	$15.0M	136,478	−6,888	TRIM
163	TRILLIUM ASSET MANAGEMENT, LLC	$14.8M	149,671	+12,569	ADD
164	Southeast Asset Advisors, LLC	$14.8M	134,742	+1	ADD
165	DAVENPORT & Co LLC	$14.7M	134,269	−15,181	TRIM
166	COMMERCE BANK	$14.7M	134,165	−1,864	TRIM
167	PUBLIC SECTOR PENSION INVESTMENT BOARD	$14.6M	132,803	−207,306	TRIM
168	Ethic Inc.	$14.5M	131,780	+9,260	ADD
169	OFI INVEST ASSET MANAGEMENT	$14.3M	150,459	+148,576	ADD
170	Wilmington Savings Fund Society, FSB	$14.0M	128,000	−6,183	TRIM
171	Czech National Bank	$13.9M	127,137	+2,756	ADD
172	STATE OF MICHIGAN RETIREMENT SYSTEM	$13.9M	126,507	−1,600	TRIM
173	WORLDQUANT MILLENNIUM ADVISORS LLC	$13.9M	126,434	+82,864	ADD
174	Varma Mutual Pension Insurance Co	$13.6M	124,191	0	NO CHANGE
175	Mirae Asset Global Investments Co., Ltd.	$13.5M	123,189	+16,473	ADD
176	Calamos Advisors LLC	$13.4M	122,136	0	NO CHANGE
177	OPPENHEIMER & CO INC	$13.4M	121,919	+121,919	NEW
178	LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE	$13.3M	121,631	−2,230	TRIM
179	DnB Asset Management AS	$13.0M	118,428	−49,575	TRIM
180	Point72 Asset Management, L.P.	$12.9M	117,456	+117,456	NEW
181	AUXIER ASSET MANAGEMENT LLC	$12.6M	114,978	−216	TRIM
182	PACES FERRY WEALTH ADVISORS, LLC	$12.6M	114,761	−9,683	TRIM
183	BANQUE PICTET & CIE SA	$12.6M	114,626	+5,890	ADD
184	Rafferty Asset Management, LLC	$12.5M	113,494	−30,391	TRIM
185	Pathstone Holdings, LLC	$12.4M	112,691	−561	TRIM
186	TOCQUEVILLE ASSET MANAGEMENT L.P.	$12.3M	112,459	−9	TRIM
187	IFM Investors Pty Ltd	$12.3M	111,901	+730	ADD
188	Weiss Asset Management LP	$12.1M	110,685	+102,105	ADD
189	MATTERN CAPITAL MANAGEMENT, LLC	$12.1M	110,625	+1,720	ADD
190	MetLife Investment Management, LLC	$12.0M	109,137	−4,079	TRIM
191	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$11.9M	108,743	−978	TRIM
192	Vanguard Personalized Indexing Management, LLC	$11.9M	108,480	+304	ADD
193	Approach Retirement Advisors, LLC	$11.7M	106,635	0	NO CHANGE
194	SEB Asset Management AB	$11.7M	106,559	—	NO PRIOR
195	Cannell & Spears LLC	$11.5M	104,661	−31	TRIM
196	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$11.4M	103,512	+10,615	ADD
197	FEDERATED HERMES, INC.	$11.2M	102,474	−118,505	TRIM
198	D. E. Shaw & Co., Inc.	$11.2M	102,353	+29,237	ADD
199	MACKENZIE FINANCIAL CORP	$11.2M	101,952	+4,126	ADD
200	Focus Partners Wealth	$10.9M	99,480	−15,319	TRIM
201	Swiss Life Asset Management Ltd	$10.8M	98,708	+2,287	ADD
202	M&T BANK CORP	$10.6M	96,777	−3,510	TRIM
203	Assenagon Asset Management S.A.	$10.5M	95,897	−292,499	TRIM
204	QRG CAPITAL MANAGEMENT, INC.	$10.5M	95,778	+4,670	ADD
205	BALYASNY ASSET MANAGEMENT L.P.	$10.5M	95,273	+79,168	ADD
206	Mariner, LLC	$10.3M	93,528	−110,086	TRIM
207	XPONANCE LLC	$10.2M	93,330	+11,603	ADD
208	XTX Topco Ltd	$10.2M	93,069	+10,703	ADD
209	Cambria Investment Management, L.P.	$10.0M	90,976	+9,958	ADD
210	MARCO INVESTMENT MANAGEMENT LLC	$9.9M	89,928	−150	TRIM
211	Fisher Funds Management LTD	$9.8M	89,565	0	NO CHANGE
212	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$9.8M	89,535	−869	TRIM
213	LEAVELL INVESTMENT MANAGEMENT, INC.	$9.7M	88,224	−3,402	TRIM
214	Eurizon Capital SGR S.p.A.	$9.7M	88,139	−8,006	TRIM
215	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$9.6M	87,701	−1,408	TRIM
216	Alyeska Investment Group, L.P.	$9.6M	87,360	+87,360	NEW
217	USS Investment Management Ltd	$9.5M	86,837	+5,396	ADD
218	Turtle Creek Wealth Advisors, LLC	$9.3M	84,476	+6,768	ADD
219	BENJAMIN EDWARDS INC	$9.2M	84,062	−1,428	TRIM
220	Federation des caisses Desjardins du Quebec	$9.2M	83,946	+11,924	ADD
221	Daiwa Securities Group Inc.	$9.2M	83,791	+4,507	ADD
222	ASR Vermogensbeheer N.V.	$9.2M	83,778	+1,554	ADD
223	CANADA PENSION PLAN INVESTMENT BOARD	$9.2M	83,439	−400,543	TRIM
224	Woodline Partners LP	$9.0M	81,801	+75,084	ADD
225	PITTENGER & ANDERSON INC	$8.9M	81,553	0	NO CHANGE
226	MML INVESTORS SERVICES, LLC	$8.9M	81,122	−7,322	TRIM
227	JGP Wealth Management, LLC	$8.9M	80,758	−167	TRIM
228	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	$8.6M	78,093	−6,704	TRIM
229	TOTH FINANCIAL ADVISORY CORP	$8.5M	77,832	−136	TRIM
230	Utah Retirement Systems	$8.4M	76,514	−3,602	TRIM
231	Citizens National Bank Trust Department	$8.4M	76,368	−470	TRIM
232	Ensign Peak Advisors, Inc	$8.4M	76,182	−6,849	TRIM
233	KWMG, LLC	$8.3M	75,568	+1,879	ADD
234	MACQUARIE GROUP LTD	$8.2M	75,150	−26,920	TRIM
235	Prospera Financial Services Inc	$8.2M	74,696	−5,258	TRIM
236	Grantham, Mayo, Van Otterloo & Co. LLC	$8.2M	74,540	−10,347	TRIM
237	VOYA INVESTMENT MANAGEMENT LLC	$8.1M	74,065	−797	TRIM
238	Guardian Partners Inc.	$8.0M	72,588	+456	ADD
239	UNITED BANK	$8.0M	72,691	+4,651	ADD
240	Cresset Asset Management, LLC	$8.0M	72,558	−3,559	TRIM
241	WELLINGTON MANAGEMENT GROUP LLP	$7.8M	71,379	+63,810	ADD
242	Biondo Investment Advisors, LLC	$7.8M	71,210	+71,210	NEW
243	BANK OF NOVA SCOTIA	$7.8M	71,165	−10,144	TRIM
244	Columbus Macro, LLC	$7.7M	70,329	+2,068	ADD
245	Modera Wealth Management, LLC	$7.7M	70,322	+1,394	ADD
246	LEVEL FOUR ADVISORY SERVICES, LLC	$7.7M	69,830	+4,038	ADD
247	Allspring Global Investments Holdings, LLC	$7.6M	69,695	+15,561	ADD
248	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$7.6M	69,521	+911	ADD
249	MISSION WEALTH MANAGEMENT, LP	$7.6M	69,415	+20,045	ADD
250	Bank Julius Baer & Co. Ltd, Zurich	$7.6M	68,995	−18,850	TRIM
251	Palisade Asset Management, LLC	$7.6M	68,969	−685	TRIM
252	Concurrent Investment Advisors, LLC	$7.6M	68,820	+1,172	ADD
253	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$7.5M	68,623	−21,383	TRIM
254	D.A. DAVIDSON & CO.	$7.5M	68,109	+4,463	ADD
255	ZEGA Investments, LLC	$7.5M	68,066	+91	ADD
256	NEOS Investment Management LLC	$7.4M	67,795	+3,139	ADD
257	HB Wealth Management, LLC	$7.4M	67,076	+2,597	ADD
258	CIBC WORLD MARKET INC.	$7.2M	65,520	+3,547	ADD
259	Empowered Funds, LLC	$7.2M	65,296	+65,296	NEW
260	NISSAY ASSET MANAGEMENT CORP /JAPAN	$7.2M	65,174	−237	TRIM
261	HUDSON EDGE INVESTMENT PARTNERS INC.	$7.1M	64,950	−1,214	TRIM
262	Crossmark Global Holdings, Inc.	$7.1M	64,722	—	NO PRIOR
263	Radnor Capital Management, LLC	$7.0M	64,136	−625	TRIM
264	Merit Financial Group, LLC	$7.0M	64,100	+221	ADD
265	Sumitomo Mitsui DS Asset Management Company, Ltd	$6.9M	63,028	+347	ADD
266	Kestra Advisory Services, LLC	$6.9M	62,565	+17,998	ADD
267	Wealthfront Advisers LLC	$6.8M	62,212	−1,860	TRIM
268	Lighthouse Investment Partners, LLC	$6.8M	62,079	+41,544	ADD
269	Bridgewater Associates, LP	$6.8M	61,625	+13,670	ADD
270	GUARDIAN CAPITAL LP	$6.7M	60,890	+32,174	ADD
271	MAI Capital Management	$6.7M	60,845	+823	ADD
272	Cornerstone Wealth Management, LLC	$6.6M	60,463	+2,466	ADD
273	COLDSTREAM CAPITAL MANAGEMENT INC	$6.6M	60,452	−4,160	TRIM
274	PENINSULA ASSET MANAGEMENT INC	$6.6M	59,759	−205	TRIM
275	Sound View Wealth Advisors Group, LLC	$6.5M	59,586	−295	TRIM
276	NovaPoint Capital, LLC	$6.4M	58,753	+2,401	ADD
277	Janus Henderson Group Ltd.	$6.4M	58,530	−2,787	TRIM
278	Meiji Yasuda Asset Management Co Ltd.	$6.4M	58,300	−11,048	TRIM
279	KESTRA PRIVATE WEALTH SERVICES, LLC	$6.4M	58,263	−3,783	TRIM
280	BlueChip Wealth Advisors LLC	$6.4M	58,158	0	NO CHANGE
281	CI INVESTMENTS INC.	$6.3M	57,821	+6,264	ADD
282	ALKEME WEALTH, LLC	$6.3M	57,342	+883	ADD
283	Stonebridge Financial Group, LLC	$6.3M	57,319	+1,396	ADD
284	KANAWHA CAPITAL MANAGEMENT LLC	$6.2M	56,477	−20,085	TRIM
285	INTECH INVESTMENT MANAGEMENT LLC	$6.2M	56,250	−969	TRIM
286	Regal Investment Advisors LLC	$6.2M	56,110	−2,887	TRIM
287	Advisory Resource Group	$6.1M	55,684	+3,334	ADD
288	MONARCH CAPITAL MANAGEMENT INC	$6.0M	54,888	−2,094	TRIM
289	Somerset Trust Co	$6.0M	54,616	+341	ADD
290	WESTPAC BANKING CORP	$6.0M	54,599	+13,211	ADD
291	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$5.9M	53,522	−500	TRIM
292	DONALDSON CAPITAL MANAGEMENT, LLC	$5.8M	52,735	−4,241	TRIM
293	Larson Financial Group LLC	$5.8M	52,665	+1,938	ADD
294	LBMC INVESTMENT ADVISORS, LLC	$5.8M	52,655	0	NO CHANGE
295	LMG Wealth Partners, LLC	$5.8M	52,594	+877	ADD
296	OP Asset Management Ltd	$5.7M	52,244	—	NO PRIOR
297	Ameritas Investment Partners, Inc.	$5.7M	51,605	+901	ADD
298	Wallington Asset Management, LLC	$5.6M	51,364	−3,264	TRIM
299	Lido Advisors, LLC	$5.5M	50,456	+7,097	ADD
300	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$5.4M	49,656	−997	TRIM
301	JERICHO FINANCIAL, LLP	$5.4M	49,125	+369	ADD
302	REGIONS FINANCIAL CORP	$5.4M	48,832	+3,109	ADD
303	U.S. Capital Wealth Advisors, LLC	$5.4M	48,797	−158,640	TRIM
304	Coastline Trust Co	$5.3M	48,711	−3,232	TRIM
305	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	$5.3M	48,359	+11,584	ADD
306	Jacobi Capital Management LLC	$5.3M	48,211	−4,368	TRIM
307	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$5.3M	48,132	−54,246	TRIM
308	Orion Porfolio Solutions, LLC	$5.3M	47,907	−15,618	TRIM
309	BURNEY CO/	$5.2M	47,674	−610	TRIM
310	Azimuth Capital Investment Management LLC	$5.1M	46,645	+250	ADD
311	KELLY LAWRENCE W & ASSOCIATES INC/CA	$5.0M	45,742	−1,419	TRIM
312	Beacon Pointe Advisors, LLC	$5.0M	45,415	+7,632	ADD
313	Vontobel Holding Ltd.	$4.9M	45,063	+136	ADD
314	YHB Investment Advisors, Inc.	$4.9M	44,958	−951	TRIM
315	ALBION FINANCIAL GROUP /UT	$4.9M	44,709	−112	TRIM
316	Long Road Investment Counsel, LLC	$4.9M	44,650	+2,000	ADD
317	GLENMEDE TRUST CO NA	$4.8M	43,901	−86	TRIM
318	GUGGENHEIM CAPITAL LLC	$4.8M	43,593	+3,961	ADD
319	CREDIT AGRICOLE S A	$4.8M	43,554	−11,341	TRIM
320	UniSuper Management Pty Ltd	$4.8M	43,433	−291	TRIM
321	Candriam S.C.A.	$4.7M	43,181	+2,230	ADD
322	BAILARD, INC.	$4.6M	42,316	+5	ADD
323	EDMP, INC.	$4.6M	42,311	−647	TRIM
324	VIRGINIA WEALTH MANAGEMENT GROUP, INC.	$4.6M	42,214	+665	ADD
325	Certified Advisory Corp	$4.6M	42,191	+6	ADD
326	PRIVATE MANAGEMENT GROUP INC	$4.6M	41,932	0	NO CHANGE
327	AIA Group Ltd	$4.4M	40,146	−8,931	TRIM
328	Kintegral Advisory, LLC	$4.4M	40,126	−1,779	TRIM
329	Avanza Fonder AB	$4.4M	39,863	0	NO CHANGE
330	FIRST NATIONAL TRUST CO	$4.4M	39,818	−2,695	TRIM
331	Vident Advisory, LLC	$4.3M	39,427	+14,163	ADD
332	Freestone Capital Holdings, LLC	$4.3M	39,137	+217	ADD
333	BIP Wealth, LLC	$4.3M	38,889	−16,834	TRIM
334	Apollon Wealth Management, LLC	$4.2M	38,501	+804	ADD
335	FIDUCIARY TRUST CO	$4.2M	38,313	+38,313	NEW
336	Andra AP-fonden	$4.2M	38,074	+38,074	NEW
337	Atlantic Union Bankshares Corp	$4.2M	37,912	−15,316	TRIM
338	SIGNATUREFD, LLC	$4.1M	37,819	−2,884	TRIM
339	NORTH STAR ASSET MANAGEMENT INC	$4.1M	37,537	−490	TRIM
340	Hollow Brook Wealth Management LLC	$4.1M	37,147	0	NO CHANGE
341	Kinloch Capital, LLC	$4.1M	36,998	+54	ADD
342	Independent Advisor Alliance	$4.0M	36,734	−1,971	TRIM
343	PARSONS CAPITAL MANAGEMENT INC/RI	$4.0M	36,608	−734	TRIM
344	Metis Global Partners, LLC	$4.0M	36,498	−3,023	TRIM
345	Laird Norton Wetherby Trust Company, LLC	$4.0M	36,232	−2,350	TRIM
346	Allworth Financial LP	$4.0M	36,110	−73	TRIM
347	Osmosis Investment Management UK Ltd	$4.0M	36,080	−18,756	TRIM
348	B. Metzler seel. Sohn & Co. AG	$3.9M	35,676	−5,541	TRIM
349	Investment Management Corp of Ontario	$3.9M	35,650	−1,263	TRIM
350	Kenora Financial, LLC	$3.9M	35,356	−544	TRIM
351	Choate Investment Advisors	$3.9M	35,272	−558	TRIM
352	Integrated Wealth Concepts LLC	$3.9M	35,236	+14,294	ADD
353	DELTA FINANCIAL ADVISORS LLC	$3.8M	34,856	−316	TRIM
354	Trek Financial, LLC	$3.8M	34,626	+2,212	ADD
355	SECURITY NATIONAL BANK OF SO DAK	$3.8M	34,530	−439	TRIM
356	Elo Mutual Pension Insurance Co	$3.7M	34,136	−41,354	TRIM
357	Siemens Fonds Invest GmbH	$3.7M	34,102	−72	TRIM
358	Generali Asset Management SPA SGR	$3.7M	34,069	−17,949	TRIM
359	Jefferies Financial Group Inc.	$3.7M	33,911	−33,879	TRIM
360	SBI Securities Co., Ltd.	$3.7M	33,614	−512	TRIM
361	Gilliland Jeter Wealth Management LLC	$3.7M	33,426	+7	ADD
362	DAYMARK WEALTH PARTNERS, LLC	$3.7M	33,362	+194	ADD
363	Legacy Financial Strategies, LLC	$3.6M	33,049	−889	TRIM
364	UMB Bank, n.a.	$3.5M	32,286	−1,238	TRIM
365	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$3.5M	31,975	+1,118	ADD
366	SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/	$3.5M	31,818	−708	TRIM
367	PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	$3.4M	31,377	−1,427	TRIM
368	CFS Investment Advisory Services, LLC	$3.3M	29,217	−129	TRIM
369	CWM, LLC	$3.3M	30,336	−24,157	TRIM
370	LongView Wealth Management	$3.3M	29,698	−2,986	TRIM
371	WOODMONT INVESTMENT COUNSEL LLC	$3.3M	30,176	0	NO CHANGE
372	Vise Technologies, Inc.	$3.3M	29,944	0	NO CHANGE
373	Norinchukin Bank, The	$3.3M	29,924	−245	TRIM
374	HARTFORD INVESTMENT MANAGEMENT CO	$3.2M	29,581	−653	TRIM
375	AMG National Trust Bank	$3.1M	28,432	+2,908	ADD
376	MIZUHO SECURITIES USA LLC	$3.1M	28,221	−6,125	TRIM
377	Core Alternative Capital	$3.0M	27,674	−1,802	TRIM
378	CAPITAL CITY TRUST CO/FL	$3.0M	27,359	−2,056	TRIM
379	ABN AMRO INVESTMENT SOLUTIONS	$3.0M	27,350	+3,703	ADD
380	MITCHELL & PAHL PRIVATE WEALTH, LLC	$3.0M	27,072	+795	ADD
381	Royal Palms Capital LLC	$3.0M	27,037	+170	ADD
382	ELEVATION POINT WEALTH PARTNERS, LLC	$3.0M	26,946	+12,247	ADD
383	BROWN ADVISORY INC	$3.0M	26,919	−99	TRIM
384	Sequoia Financial Advisors, LLC	$2.9M	26,853	+1,914	ADD
385	RITHOLTZ WEALTH MANAGEMENT	$2.9M	26,536	−826	TRIM
386	Machina Capital S.A.S.	$2.9M	26,525	−13,492	TRIM
387	CANANDAIGUA NATIONAL CORP	$2.9M	26,494	—	NO PRIOR
388	EVERGREEN CAPITAL MANAGEMENT LLC	$2.9M	26,305	+3,872	ADD
389	Private Advisor Group, LLC	$2.9M	26,268	+6,105	ADD
390	Evercore Wealth Management, LLC	$2.9M	26,256	−300	TRIM
391	Ballentine Partners, LLC	$2.9M	26,157	+626	ADD
392	Penobscot Investment Management Company, Inc.	$2.8M	25,972	−3,414	TRIM
393	Gateway Wealth Partners, LLC	$2.8M	25,502	+23,236	ADD
394	Inspire Investing, LLC	$2.8M	25,405	+23,177	ADD
395	OSSIAM	$2.8M	25,141	+13,420	ADD
396	OMERS ADMINISTRATION Corp	$2.7M	24,954	+5,180	ADD
397	Knuff & Co LLC	$2.7M	24,867	0	NO CHANGE
398	Banque Cantonale Vaudoise	$2.7M	24,785	+930	ADD
399	Dominguez Wealth Management Solutions, Inc.	$2.7M	24,773	−215	TRIM
400	Savant Capital, LLC	$2.7M	24,765	+4,403	ADD
401	Equitable Holdings, Inc.	$2.7M	24,702	+14,243	ADD
402	Biltmore Family Office, LLC	$2.7M	24,363	0	NO CHANGE
403	EADS & HEALD WEALTH MANAGEMENT	$2.7M	24,329	−133	TRIM
404	Great Diamond Partners, LLC	$2.6M	24,153	+612	ADD
405	FLPUTNAM INVESTMENT MANAGEMENT CO	$2.6M	24,134	−1,578	TRIM
406	G&S Capital LLC	$2.6M	24,049	+532	ADD
407	Tower Research Capital LLC (TRC)	$2.6M	23,930	+7,927	ADD
408	Erste Asset Management GmbH	$2.6M	24,236	+1,100	ADD
409	Maryland State Retirement & Pension System	$2.6M	23,668	−422	TRIM
410	Capital Investment Advisors, LLC	$2.6M	23,464	−779	TRIM
411	TKG Advisors, LLC	$2.6M	23,366	+156	ADD
412	CHIRON CAPITAL MANAGEMENT, LLC	$2.6M	23,258	—	NO PRIOR
413	Aptus Capital Advisors, LLC	$2.5M	22,876	−3,563	TRIM
414	Summit Financial, LLC	$2.5M	22,795	−511	TRIM
415	NBT BANK, N.A.	$2.5M	22,787	−60	TRIM
416	Bank OZK	$2.5M	22,500	−127	TRIM
417	Forza Wealth Management, LLC	$2.4M	22,320	−154	TRIM
418	CRAWFORD INVESTMENT COUNSEL INC	$2.4M	22,277	−60	TRIM
419	Ranch Capital Advisors Inc.	$2.4M	22,172	−955	TRIM
420	SUMMIT WEALTH GROUP LLC / CO	$2.4M	22,068	+9,000	ADD
421	Brookstone Capital Management	$2.4M	22,017	+1,864	ADD
422	Walleye Trading LLC	$2.4M	21,725	+21,725	NEW
423	Waverly Advisors, LLC	$2.4M	21,614	+2,206	ADD
424	Callan Family Office, LLC	$2.4M	21,611	−2,612	TRIM
425	OneDigital Investment Advisors LLC	$2.4M	21,540	−160	TRIM
426	GREENLEAF TRUST	$2.3M	21,204	+4,778	ADD
427	ING GROEP NV	$2.3M	21,201	−572	TRIM
428	Mission Creek Capital Partners, Inc.	$2.3M	29,867	+1,062	ADD
429	Advisors Asset Management, Inc.	$2.3M	21,081	−6,491	TRIM
430	CENTRAL TRUST Co	$2.3M	20,927	+1,839	ADD
431	Chesley Taft & Associates LLC	$2.3M	20,867	−75	TRIM
432	Meeder Advisory Services, Inc.	$2.3M	20,816	−132	TRIM
433	BUILDER INVESTMENT GROUP INC /ADV	$2.3M	20,770	0	NO CHANGE
434	Summit Trail Advisors, LLC	$2.3M	20,523	+4,223	ADD
435	CHESAPEAKE ASSET MANAGEMENT LLC	$2.2M	20,493	−3,000	TRIM
436	Guinness Atkinson Asset Management Inc	$2.2M	20,456	+3,238	ADD
437	Caprock Group, LLC	$2.2M	20,307	−8,998	TRIM
438	AGP FRANKLIN, LLC	$2.2M	20,252	+1,473	ADD
439	Brightwater Advisory LLC	$2.2M	20,192	0	NO CHANGE
440	Riverview Capital Advisers, LLC	$2.2M	19,987	+107	ADD
441	Heritage Trust Co	$2.2M	19,834	−262	TRIM
442	NOMURA HOLDINGS INC	$2.2M	19,761	+933	ADD
443	BRADLEY FOSTER & SARGENT INC/CT	$2.1M	19,447	−422	TRIM
444	Dai-ichi Life Insurance Company, Ltd	$2.1M	19,226	−1,044	TRIM
445	Weaver C. Barksdale & Associates, Inc.	$2.1M	19,206	+1,086	ADD
446	Stratos Wealth Partners, LTD.	$2.1M	19,187	−810	TRIM
447	STEPHENS INC /AR/	$2.1M	19,038	−2,907	TRIM
448	TRUSTMARK BANK TRUST DEPARTMENT	$2.1M	18,921	−349	TRIM
449	BLAIR WILLIAM & CO/IL	$2.1M	18,747	−453	TRIM
450	Koshinski Asset Management, Inc.	$2.1M	18,719	+17	ADD
451	Empirical Finance, LLC	$2.0M	18,650	−59	TRIM
452	Northwest & Ethical Investments L.P.	$2.0M	18,620	−347	TRIM
453	PANAGORA ASSET MANAGEMENT INC	$2.0M	18,522	+5,184	ADD
454	Fiduciary Group, LLC	$2.0M	18,436	−9	TRIM
455	Saudi Central Bank	$2.0M	18,378	+18,378	NEW
456	Mutual Advisors, LLC	$2.0M	18,375	+971	ADD
457	Wealth Intelligence, LLC	$2.0M	18,340	−4,407	TRIM
458	Glenview Trust Co	$2.0M	18,304	+9	ADD
459	PINNACLE ASSOCIATES LTD	$2.0M	18,114	−841	TRIM
460	BROWN BROTHERS HARRIMAN & CO	$2.0M	18,077	+1,780	ADD
461	Brooklyn Investment Group	$2.0M	18,031	+5,451	ADD
462	Cohen Klingenstein LLC	$2.0M	18,000	0	NO CHANGE
463	SOUTHERN CAPITAL ADVISORS, LLC	$2.0M	17,981	+41	ADD
464	E. Ohman J:or Asset Management AB	$2.0M	17,940	−1,460	TRIM
465	Allegheny Financial Group	$2.0M	17,920	−17	TRIM
466	EP Wealth Advisors, LLC	$1.9M	17,727	−644	TRIM
467	Kesler, Norman & Wride, LLC	$1.9M	17,721	+62	ADD
468	Valmark Advisers, Inc.	$1.9M	17,658	−75	TRIM
469	SAWGRASS ASSET MANAGEMENT LLC	$1.9M	17,512	−1,158	TRIM
470	Virtus Investment Advisers, LLC	$1.9M	17,510	+17,510	NEW
471	Athena Investment Management	$1.9M	17,351	−325	TRIM
472	BRADY FAMILY WEALTH, LLC	$1.9M	17,295	−409	TRIM
473	Nicholson Wealth Management Group, LLC	$1.9M	17,232	+80	ADD
474	Tidal Investments LLC	$1.9M	17,227	+8,044	ADD
475	PRUDENTIAL PLC	$1.9M	17,157	−3,385	TRIM
476	Bank of New Hampshire	$1.9M	17,042	−813	TRIM
477	AE Wealth Management LLC	$1.8M	16,862	−1,042	TRIM
478	Vestmark Advisory Solutions, Inc.	$1.8M	16,821	+305	ADD
479	RFG Advisory, LLC	$1.8M	16,798	−1,779	TRIM
480	Raiffeisen Bank International AG	$1.8M	16,858	+13,258	ADD
481	IHT Wealth Management, LLC	$1.8M	16,504	+276	ADD
482	Uncommon Cents Investing LLC	$1.8M	16,477	−175	TRIM
483	Telos Capital Management, Inc.	$1.8M	16,427	−50	TRIM
484	Clearstead Advisors, LLC	$1.8M	16,320	+2,167	ADD
485	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.8M	16,304	0	NO CHANGE
486	QUADRANT CAPITAL GROUP LLC	$1.8M	16,158	+534	ADD
487	Saiph Capital, LLC	$1.8M	16,003	0	NO CHANGE
488	J.W. COLE ADVISORS, INC.	$1.8M	15,980	−154	TRIM
489	Sawyer & Company, Inc	$1.7M	15,859	−920	TRIM
490	Ascent Group, LLC	$1.7M	15,714	−442	TRIM
491	KRAEMATON INVESTMENT ADVISORS, INC	$1.7M	15,447	−204	TRIM
492	NAPLES GLOBAL ADVISORS, LLC	$1.7M	15,381	−1,910	TRIM
493	FIL Ltd	$1.7M	15,365	−23,372	TRIM
494	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$1.7M	15,344	−2,961	TRIM
495	TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	$1.6M	14,997	−178	TRIM
496	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.6M	14,937	−134	TRIM
497	EagleClaw Capital Managment, LLC	$1.6M	14,813	−2,800	TRIM
498	Mendel Capital Management LLC	$1.6M	14,309	—	NO PRIOR
499	MONEY CONCEPTS CAPITAL CORP	$1.6M	14,258	+699	ADD
500	Kingsview Wealth Management, LLC	$1.6M	14,235	−396	TRIM

Truncated by Public Filings. Top 500 of 1,398 holders shown; the rest are on EDGAR. Method ↗

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

Congress ↔ notable managers · AFL

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: 2 Gotham Asset Management, Bridgewater Associates $59.0M held
Trimming: 0 — $0 held

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

Merged timeline of congressional filings and notable-manager moves on AFL
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	ADD	+70,779 sh
2026-05-15	Bridgewater Associates 13F	ADD	+13,670 sh

2 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.