Who holds ALLticker 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 ↗

ALLSTATE CORP · COM · quarter ended 2026-03-31 · 12 members disclosed ALL ↗

1,333

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$38.8B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

634

addsholders whose share count rose or who opened the position (new + add), by shares

157

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

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

13F holders of ALL ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$4.5B	21,889,106	−580,247	trim
2	VANGUARD CAPITAL MANAGEMENT LLC	$3.5B	16,879,864	—	no prior
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.8B	13,649,711	—	no prior
4	STATE STREET CORP	$2.6B	12,259,933	−37,618	trim
5	FRANKLIN RESOURCES INC	$1.7B	8,022,317	+3,014,768	add
6	BANK OF AMERICA CORP /DE/	$1.6B	7,913,320	+596,321	add
7	GEODE CAPITAL MANAGEMENT, LLC	$1.5B	7,258,398	+316,357	add
8	GQG Partners LLC	$1.2B	5,761,603	+273,043	add
9	MORGAN STANLEY	$775M	3,737,330	−209,302	trim
10	Invesco Ltd.	$698M	3,366,972	+291,693	add
11	NORTHERN TRUST CORP	$651M	3,138,461	+10,165	add
12	RAYMOND JAMES FINANCIAL INC	$612M	2,952,335	+207,986	add
13	DEUTSCHE BANK AG\	$606M	2,923,773	−14,485	trim
14	DIMENSIONAL FUND ADVISORS LP	$582M	2,804,615	+154,259	add
15	Boston Partners	$506M	2,439,713	−12,031	trim
16	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$466M	2,246,456	−88,650	trim
17	FIRST TRUST ADVISORS LP	$463M	2,232,938	+522,785	add
18	AMERIPRISE FINANCIAL INC	$432M	2,082,400	+11,412	add
19	Legal & General Group Plc	$417M	2,010,500	+16,196	add
20	Bank of New York Mellon Corp	$383M	1,847,128	−11,147	trim
21	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$382M	1,841,856	+32,933	add
22	AMERICAN CENTURY COMPANIES INC	$312M	1,504,460	+233,491	add
23	Nuveen, LLC	$310M	1,494,296	−180,614	trim
24	VANGUARD FIDUCIARY TRUST CO	$303M	1,462,900	—	no prior
25	AQR CAPITAL MANAGEMENT LLC	$296M	1,431,195	−42,974	trim
26	UBS Group AG	$293M	1,412,581	+553,079	add
27	FMR LLC	$291M	1,402,109	+141,716	add
28	Allen Investment Management, LLC	$285M	670,616	+667,197	add
29	AustralianSuper Pty Ltd	$275M	1,326,721	+105,737	add
30	BARCLAYS PLC	$246M	1,185,616	+381,582	add
31	Robeco Institutional Asset Management B.V.	$246M	1,185,567	+316,428	add
32	Swedbank AB	$228M	1,100,891	−208,356	trim
33	Allianz Asset Management GmbH	$226M	1,091,491	+821,832	add
34	Amundi	$219M	1,056,458	−156,155	trim
35	HSBC HOLDINGS PLC	$217M	1,046,648	−1,237,238	trim
36	LAZARD ASSET MANAGEMENT LLC	$182M	879,507	+208,128	add
37	Swiss National Bank	$159M	767,900	+46,200	add
38	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$158M	764,096	+182,977	add
39	BNP Paribas Asset Management Holding S.A.	$151M	726,940	+3,358	add
40	PANAGORA ASSET MANAGEMENT INC	$149M	719,828	−128,394	trim
41	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$136M	657,356	−72,194	trim
42	PRUDENTIAL FINANCIAL INC	$134M	645,062	−124,629	trim
43	Sumitomo Mitsui Trust Group, Inc.	$127M	610,177	−32,478	trim
44	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$123M	595,546	+174,937	add
45	Mitsubishi UFJ Asset Management Co., Ltd.	$122M	587,879	+35,759	add
46	Vanguard Global Advisers, LLC	$121M	585,227	—	no prior
47	ROYAL BANK OF CANADA	$120M	580,531	−105,884	trim
48	CITIGROUP INC	$110M	530,828	+337,176	add
49	National Pension Service	$109M	527,511	+527,511	new
50	VANGUARD ASSET MANAGEMENT, Ltd	$109M	523,606	—	no prior
51	VICTORY CAPITAL MANAGEMENT INC	$103M	495,395	+22,695	add
52	FEDERATED HERMES, INC.	$102M	493,993	+21,887	add
53	BANK OF MONTREAL /CAN/	$95.6M	461,056	+46,821	add
54	TWO SIGMA INVESTMENTS, LP	$94.9M	457,865	−47,035	trim
55	WORLDQUANT MILLENNIUM ADVISORS LLC	$92.1M	443,958	−95,803	trim
56	NORDEA INVESTMENT MANAGEMENT AB	$89.5M	436,222	+110,729	add
57	WELLS FARGO & COMPANY/MN	$86.1M	415,454	+15,811	add
58	Verition Fund Management LLC	$78.1M	376,564	+30,180	add
59	LPL Financial LLC	$76.3M	368,025	+74,442	add
60	ALLIANCEBERNSTEIN L.P.	$72.1M	346,406	+29,306	add
61	PFA Pension, Forsikringsaktieselskab	$71.5M	345,058	+345,058	new
62	Pictet Asset Management Holding SA	$68.8M	332,049	−55,226	trim
63	Mitsubishi UFJ Trust & Banking Corp	$66.8M	322,071	+89,043	add
64	RENAISSANCE TECHNOLOGIES LLC	$65.9M	317,700	+63,700	add
65	PRINCIPAL FINANCIAL GROUP INC	$65.8M	317,464	+3,783	add
66	ENVESTNET ASSET MANAGEMENT INC	$64.2M	309,633	+98,702	add
67	CANADA PENSION PLAN INVESTMENT BOARD	$63.8M	307,668	−303,413	trim
68	Quantinno Capital Management LP	$61.0M	294,149	+44,146	add
69	SEI INVESTMENTS CO	$60.8M	293,430	+12,335	add
70	MACKENZIE FINANCIAL CORP	$59.7M	287,859	−45,762	trim
71	SEB Asset Management AB	$58.9M	283,856	—	no prior
72	CITADEL ADVISORS LLC	$58.0M	279,522	+212,234	add
73	TD ASSET MANAGEMENT INC	$57.7M	278,183	−55,452	trim
74	Point72 Asset Management, L.P.	$57.7M	278,055	+278,055	new
75	Vest Financial, LLC	$55.2M	266,127	+89,141	add
76	HOMESTEAD ADVISERS CORP	$54.7M	263,630	−39,200	trim
77	Aberdeen Group plc	$54.0M	260,355	+2,829	add
78	BLAIR WILLIAM & CO/IL	$53.7M	258,779	−54,262	trim
79	Corient Private Wealth LLC	$53.2M	256,854	−244,792	trim
80	STOREBRAND ASSET MANAGEMENT AS	$51.3M	247,596	—	no prior
81	PARNASSUS INVESTMENTS, LLC	$49.8M	240,114	+38,654	add
82	Rockefeller Capital Management L.P.	$49.2M	236,131	−70,466	trim
83	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$47.6M	229,747	−4,471	trim
84	AVIVA PLC	$47.6M	229,435	+5,451	add
85	KORNITZER CAPITAL MANAGEMENT INC /KS	$46.2M	222,670	+134	add
86	Grantham, Mayo, Van Otterloo & Co. LLC	$43.8M	211,404	+124,602	add
87	MEYER HANDELMAN CO	$43.8M	211,009	+4,222	add
88	Bridgewater Associates, LP	$42.9M	206,980	−71,836	trim
89	OSAIC HOLDINGS, INC.	$42.7M	205,702	+9,495	add
90	EP Wealth Advisors, LLC	$42.2M	203,744	−107,620	trim
91	AMF Tjanstepension AB	$42.1M	203,131	+6,295	add
92	MERCER GLOBAL ADVISORS INC /ADV	$41.6M	200,690	−10,760	trim
93	Universal- Beteiligungs- und Servicegesellschaft mbH	$41.3M	199,510	+10,622	add
94	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$40.8M	196,819	−5,090	trim
95	Candriam S.C.A.	$40.6M	195,952	+61,172	add
96	DEPRINCE RACE & ZOLLO INC	$40.6M	195,671	−250	trim
97	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$40.4M	204,472	−40,813	trim
98	Man Group plc	$39.9M	192,245	−33,872	trim
99	REGIONS FINANCIAL CORP	$39.8M	192,187	−8,574	trim
100	INTECH INVESTMENT MANAGEMENT LLC	$39.8M	192,084	+9,960	add
101	WILSEY ASSET MANAGEMENT INC	$38.7M	186,563	+7,892	add
102	BECKER CAPITAL MANAGEMENT INC	$38.4M	184,391	−3,873	trim
103	Allspring Global Investments Holdings, LLC	$37.8M	185,400	+14,227	add
104	STIFEL FINANCIAL CORP	$36.6M	176,522	+8,046	add
105	Illinois Municipal Retirement Fund	$35.4M	170,849	−1,084	trim
106	ADAGE CAPITAL PARTNERS GP, L.L.C.	$34.4M	165,919	−300	trim
107	Zurcher Kantonalbank (Zurich Cantonalbank)	$33.8M	163,242	+163,242	new
108	Assenagon Asset Management S.A.	$33.8M	163,074	+154,618	add
109	OSLO PENSJONSFORSIKRING AS	$32.5M	156,841	—	no prior
110	D. E. Shaw & Co., Inc.	$32.5M	156,581	+42,510	add
111	Empowered Funds, LLC	$32.4M	156,254	+156,254	new
112	MARKEL GROUP INC.	$32.0M	154,550	0	no change
113	BANK OF NOVA SCOTIA	$32.0M	154,333	+46,371	add
114	CWM, LLC	$31.9M	153,921	−9,416	trim
115	STATE OF WISCONSIN INVESTMENT BOARD	$30.7M	147,901	+3,429	add
116	Glenview Trust Co	$29.6M	142,760	+634	add
117	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$29.4M	141,645	+8,227	add
118	Cetera Investment Advisers	$28.7M	138,323	+26,501	add
119	Steward Partners Investment Advisory, LLC	$27.3M	131,770	+26,339	add
120	KEYBANK NATIONAL ASSOCIATION/OH	$27.0M	130,240	−12,007	trim
121	Vanguard Investments Australia, Ltd.	$27.0M	130,226	—	no prior
122	Chevy Chase Trust Holdings, LLC	$26.8M	129,233	−4,597	trim
123	Engineers Gate Manager LP	$26.7M	128,977	+71,969	add
124	TRUIST FINANCIAL CORP	$26.6M	128,458	+13,332	add
125	Systematic Alpha Investments, LLC	$26.3M	126,941	0	no change
126	GLENMEDE TRUST CO NA	$26.1M	125,729	+17,951	add
127	MARTINGALE ASSET MANAGEMENT L P	$25.8M	124,666	−2,323	trim
128	TOCQUEVILLE ASSET MANAGEMENT L.P.	$25.6M	123,491	−1,027	trim
129	Arbejdsmarkedets Tillaegspension	$25.3M	122,216	+6,529	add
130	GW HENSSLER & ASSOCIATES LTD	$25.2M	121,411	+1,963	add
131	Creative Planning	$24.5M	118,130	+22,043	add
132	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$24.3M	117,133	+47,850	add
133	APG Asset Management N.V.	$24.1M	133,748	−2,975	trim
134	Asset Management One Co., Ltd.	$23.9M	115,198	−3,394	trim
135	ROYAL LONDON ASSET MANAGEMENT LTD	$23.2M	111,666	+1,512	add
136	Korea Investment CORP	$23.1M	111,575	−151,144	trim
137	KING LUTHER CAPITAL MANAGEMENT CORP	$22.8M	109,796	−3,363	trim
138	VOYA INVESTMENT MANAGEMENT LLC	$22.4M	108,139	+4,849	add
139	CREDIT AGRICOLE S A	$22.3M	107,559	−84,596	trim
140	Dana Investment Advisors, Inc.	$22.2M	106,993	+12,081	add
141	ASSOCIATED BANC-CORP	$22.2M	106,882	−1,082	trim
142	HANCOCK WHITNEY CORP	$22.1M	101,841	−4,050	trim
143	GDS Wealth Management	$21.8M	105,023	+5,889	add
144	TORONTO DOMINION BANK	$21.6M	104,215	−11,159	trim
145	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$21.3M	102,589	+20,679	add
146	Midwest Trust Co	$21.2M	102,379	+6,809	add
147	Calamos Advisors LLC	$21.0M	101,113	+5,728	add
148	US BANCORP \DE\	$21.0M	101,104	−642	trim
149	TEACHER RETIREMENT SYSTEM OF TEXAS	$20.6M	99,453	−40,164	trim
150	NOMURA ASSET MANAGEMENT CO LTD	$19.2M	92,750	+1,059	add
151	NATIONAL BANK OF CANADA /FI/	$19.1M	92,341	−17,027	trim
152	Swiss Life Asset Management Ltd	$18.8M	90,757	−1,789	trim
153	HighTower Advisors, LLC	$18.8M	90,673	+2,010	add
154	COMMONWEALTH EQUITY SERVICES, LLC	$18.7M	90,087	−773	trim
155	Resona Asset Management Co.,Ltd.	$18.5M	89,415	−491	trim
156	Segment Wealth Management, LLC	$18.3M	88,120	+692	add
157	Interval Partners, LP	$18.3M	88,085	−40,158	trim
158	Daiwa Securities Group Inc.	$18.2M	87,990	+5,324	add
159	State of New Jersey Common Pension Fund D	$18.2M	87,869	−1,939	trim
160	M&G Plc	$18.1M	87,268	−18,005	trim
161	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$17.5M	84,330	−158,014	trim
162	TUDOR INVESTMENT CORP ET AL	$17.2M	82,759	+77,289	add
163	Tredje AP-fonden	$17.0M	82,216	−111,184	trim
164	GUGGENHEIM CAPITAL LLC	$17.0M	81,861	+11,810	add
165	FIFTH THIRD BANCORP	$15.8M	76,337	+62,188	add
166	Ensign Peak Advisors, Inc	$15.8M	76,014	+17,693	add
167	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$15.7M	75,892	+75,892	new
168	Mariner, LLC	$15.6M	75,378	−16,775	trim
169	PUBLIC SECTOR PENSION INVESTMENT BOARD	$15.3M	73,911	+7,303	add
170	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$15.0M	72,393	−1,143	trim
171	Arizona State Retirement System	$14.9M	71,724	−2,489	trim
172	XPONANCE LLC	$14.9M	71,662	+9,669	add
173	Czech National Bank	$14.7M	70,810	+1,808	add
174	Tidal Investments LLC	$14.6M	70,633	−14,242	trim
175	Vinva Investment Management Ltd	$14.5M	69,773	+29,826	add
176	NATIXIS	$14.4M	69,513	−166	trim
177	Gradient Investments LLC	$14.4M	69,380	+1,608	add
178	1832 Asset Management L.P.	$14.2M	68,280	+32,684	add
179	STATE OF MICHIGAN RETIREMENT SYSTEM	$14.1M	67,889	−600	trim
180	JONES FINANCIAL COMPANIES LLLP	$14.0M	67,546	+513	add
181	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$13.6M	65,717	+5,712	add
182	Focus Partners Wealth	$13.4M	64,708	−1,096	trim
183	CIBC Bancorp USA Inc.	$13.4M	64,649	—	no prior
184	CIBC Asset Management Inc	$13.4M	64,493	+1,482	add
185	FIRST CITIZENS BANK & TRUST CO	$13.2M	63,669	+584	add
186	Allworth Financial LP	$13.2M	63,597	+1,181	add
187	Rafferty Asset Management, LLC	$13.1M	63,210	−16,615	trim
188	M&T BANK CORP	$12.8M	61,750	−210	trim
189	Varma Mutual Pension Insurance Co	$12.7M	61,200	0	no change
190	MetLife Investment Management, LLC	$12.6M	60,763	−2,002	trim
191	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$12.6M	60,565	−304	trim
192	ProShare Advisors LLC	$12.5M	60,442	−3,062	trim
193	Cerity Partners LLC	$12.2M	58,624	−5,766	trim
194	Mesirow Financial Investment Management, Inc.	$12.1M	58,515	+1,852	add
195	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$12.0M	57,845	+4,152	add
196	DnB Asset Management AS	$12.0M	57,738	+4,411	add
197	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$11.9M	57,255	−3,112	trim
198	Trexquant Investment LP	$11.8M	57,006	+29,767	add
199	MEEDER ASSET MANAGEMENT INC	$11.6M	55,890	+55,822	add
200	Voleon Capital Management LP	$11.5M	55,439	+19,923	add
201	Retirement Systems of Alabama	$11.4M	55,213	−457	trim
202	Ethic Inc.	$11.1M	53,589	+1,038	add
203	Pathstone Holdings, LLC	$11.1M	53,372	+368	add
204	ASR Vermogensbeheer N.V.	$11.0M	53,145	+1,030	add
205	Vanguard Personalized Indexing Management, LLC	$10.8M	52,025	+4,403	add
206	EDMOND DE ROTHSCHILD HOLDING S.A.	$10.8M	52,000	−11,278	trim
207	QRG CAPITAL MANAGEMENT, INC.	$10.8M	51,997	+1,136	add
208	Aware Super Pty Ltd as trustee of Aware Super	$10.8M	51,946	—	no prior
209	COMMERCE BANK	$10.8M	51,941	+9,205	add
210	Eurizon Capital SGR S.p.A.	$10.7M	51,519	−7,438	trim
211	Envestnet Portfolio Solutions, Inc.	$10.7M	51,510	−784	trim
212	Federation des caisses Desjardins du Quebec	$10.7M	51,410	+6,398	add
213	IFM Investors Pty Ltd	$10.6M	50,957	−7	trim
214	Lorne Steinberg Wealth Management Inc.	$10.5M	50,790	−26	trim
215	Mirae Asset Global Investments Co., Ltd.	$10.5M	50,405	+7,883	add
216	MACQUARIE GROUP LTD	$10.4M	50,244	−13,646	trim
217	Qsemble Capital Management, LP	$10.2M	49,058	+21,777	add
218	Nemes Rush Group LLC	$10.1M	48,729	+1,520	add
219	Buck Wealth Strategies, LLC	$9.9M	47,960	+1,215	add
220	Strategic Global Advisors, LLC	$9.9M	47,588	−1,294	trim
221	BENJAMIN EDWARDS INC	$9.9M	47,564	+4,669	add
222	WELLINGTON MANAGEMENT GROUP LLP	$9.7M	46,744	+25,982	add
223	B. Metzler seel. Sohn & Co. AG	$9.4M	45,563	+1,574	add
224	Sterling Capital Management LLC	$9.4M	45,418	+1,450	add
225	Fisher Funds Management LTD	$9.4M	45,167	−7,127	trim
226	Capital Wealth Planning, LLC	$8.9M	42,796	+1,362	add
227	Utah Retirement Systems	$8.8M	42,394	−1,213	trim
228	Dai-ichi Life Insurance Company, Ltd	$8.7M	42,173	−3,637	trim
229	CARRET ASSET MANAGEMENT, LLC	$8.7M	42,013	+25	add
230	Richard C. Young & CO., LTD.	$8.5M	40,885	−747	trim
231	Wealthfront Advisers LLC	$8.5M	40,815	+2,269	add
232	USS Investment Management Ltd	$8.5M	40,765	+974	add
233	OPPENHEIMER ASSET MANAGEMENT INC.	$8.4M	40,601	+40,601	new
234	World Investment Advisors	$8.4M	40,471	+525	add
235	Sumitomo Mitsui DS Asset Management Company, Ltd	$8.3M	40,206	+922	add
236	SCHRODER INVESTMENT MANAGEMENT GROUP	$8.1M	38,850	−16,229	trim
237	NewEdge Advisors, LLC	$8.0M	38,693	+38,693	new
238	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$8.0M	38,592	+649	add
239	Baird Financial Group, Inc.	$7.9M	38,109	+38,109	new
240	NEOS Investment Management LLC	$7.8M	37,429	+5,508	add
241	BEACON INVESTMENT ADVISORY SERVICES, INC.	$7.8M	37,391	−119	trim
242	HB Wealth Management, LLC	$7.7M	37,140	+21,778	add
243	Lido Advisors, LLC	$7.6M	36,534	+760	add
244	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$7.5M	36,067	−10,612	trim
245	OP Asset Management Ltd	$7.4M	35,914	—	no prior
246	Vontobel Holding Ltd.	$7.4M	35,475	+309	add
247	Elo Mutual Pension Insurance Co	$7.3M	35,436	−8,217	trim
248	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$7.3M	35,202	−473	trim
249	BURNEY CO/	$7.3M	35,003	−6,184	trim
250	Kestra Advisory Services, LLC	$7.0M	33,944	+4,870	add
251	NISSAY ASSET MANAGEMENT CORP /JAPAN	$7.0M	33,580	+233	add
252	Janus Henderson Group Ltd.	$6.9M	33,501	+248	add
253	Berger Financial Group, Inc	$6.9M	33,226	+974	add
254	BROWN ADVISORY INC	$6.9M	33,091	+1,107	add
255	DONALDSON CAPITAL MANAGEMENT, LLC	$6.9M	33,053	−3,213	trim
256	ZACKS INVESTMENT MANAGEMENT	$6.8M	32,970	+6,707	add
257	Leeward Investments, LLC - MA	$6.8M	32,562	−1,129	trim
258	Squarepoint Ops LLC	$6.7M	32,206	−89,787	trim
259	S-Bank Fund Management Ltd	$6.6M	32,000	0	no change
260	YOUSIF CAPITAL MANAGEMENT, LLC	$6.6M	31,705	−1,603	trim
261	1ST SOURCE BANK	$6.5M	31,539	−188	trim
262	Andra AP-fonden	$6.5M	31,399	+6,598	add
263	MANNING & NAPIER ADVISORS LLC	$6.4M	31,049	−397	trim
264	Financiere des Professionnels - Fonds d'investissement inc.	$6.4M	30,792	+11,806	add
265	Benin Management CORP	$6.4M	30,746	−35	trim
266	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$6.2M	29,963	−497	trim
267	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$6.2M	29,795	−137	trim
268	BTC Capital Management, Inc.	$6.1M	29,495	+701	add
269	Summit Trail Advisors, LLC	$6.1M	29,232	+5,367	add
270	SCOTIA CAPITAL INC.	$5.9M	28,578	−6,155	trim
271	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$5.8M	27,856	−99	trim
272	ALPS ADVISORS INC	$5.7M	27,471	+568	add
273	Banque Cantonale Vaudoise	$5.6M	27,095	+11,175	add
274	Investment Management Corp of Ontario	$5.6M	26,885	−815	trim
275	CRAWFORD INVESTMENT COUNSEL INC	$5.5M	26,721	0	no change
276	MML INVESTORS SERVICES, LLC	$5.5M	26,550	+3,490	add
277	Kingsview Wealth Management, LLC	$5.4M	26,154	+21,734	add
278	Quadrature Capital Ltd	$5.4M	25,833	−31,866	trim
279	PATTON ALBERTSON MILLER GROUP, LLC	$5.3M	25,645	+70	add
280	LAKE STREET PRIVATE WEALTH, LLC	$5.3M	25,617	+466	add
281	OMERS ADMINISTRATION Corp	$5.3M	25,367	+4,292	add
282	RWA WEALTH PARTNERS, LLC	$5.3M	25,359	−56,542	trim
283	KESTRA PRIVATE WEALTH SERVICES, LLC	$5.2M	25,292	+2,373	add
284	Meridian Wealth Advisors, LLC	$5.2M	25,288	−1,571	trim
285	Northwest Bancshares, Inc.	$5.2M	25,259	−2,355	trim
286	Principle Wealth Partners LLC	$5.2M	25,110	0	no change
287	Venture Visionary Partners LLC	$5.2M	25,053	+4,904	add
288	Cohen Klingenstein LLC	$5.1M	24,811	0	no change
289	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$5.0M	24,077	−37,432	trim
290	William B. Walkup & Associates, Inc.	$5.0M	23,948	−298	trim
291	Vident Advisory, LLC	$4.9M	23,842	+3,523	add
292	Generali Asset Management SPA SGR	$4.9M	23,629	−2,885	trim
293	Advisors Asset Management, Inc.	$4.9M	23,588	+4,165	add
294	UniSuper Management Pty Ltd	$4.9M	23,543	−311	trim
295	BAILARD, INC.	$4.8M	23,130	−572	trim
296	Fort Sheridan Advisors LLC	$4.7M	22,893	+465	add
297	TD Waterhouse Canada Inc.	$4.7M	22,969	+629	add
298	Savant Capital, LLC	$4.7M	22,507	+6,190	add
299	Avanza Fonder AB	$4.6M	22,336	0	no change
300	NOVEM GROUP	$4.6M	22,100	+916	add
301	LMG Wealth Partners, LLC	$4.5M	21,786	+233	add
302	Mediolanum International Funds Ltd	$4.5M	21,634	+9,866	add
303	MUFG Securities EMEA plc	$4.5M	21,559	−3,961	trim
304	Merit Financial Group, LLC	$4.5M	21,537	+1,344	add
305	Private Advisor Group, LLC	$4.5M	21,498	+4,173	add
306	Pinnacle Financial Partners, Inc.	$4.4M	21,121	−159	trim
307	OpenArc Corporate Advisory, LLC	$4.3M	20,704	+8,520	add
308	Freestone Capital Holdings, LLC	$4.3M	20,681	+313	add
309	Jain Global LLC	$4.2M	20,304	+20,304	new
310	LEUTHOLD GROUP, LLC	$4.2M	20,116	+278	add
311	AE Wealth Management LLC	$4.2M	20,090	+11,144	add
312	NAVELLIER & ASSOCIATES INC	$4.1M	19,778	+2,222	add
313	Brevan Howard Capital Management LP	$4.1M	19,767	+9,589	add
314	Uncommon Cents Investing LLC	$4.0M	19,480	−100	trim
315	Osmosis Investment Management UK Ltd	$4.0M	19,367	−9,276	trim
316	ELEVATION POINT WEALTH PARTNERS, LLC	$4.0M	19,288	+10,936	add
317	FCA CORP /TX	$3.9M	19,050	+455	add
318	KMG FIDUCIARY PARTNERS, LLC	$3.9M	19,030	+194	add
319	Groupe la Francaise	$3.9M	18,926	+1,001	add
320	BDF-GESTION	$3.9M	18,834	0	no change
321	AIA Group Ltd	$3.9M	18,639	+122	add
322	First National Bank of Mount Dora, Trust Investment Services	$3.8M	18,447	—	no prior
323	&PARTNERS	$3.8M	18,487	+1,358	add
324	Heritage Wealth Management, Inc.	$3.8M	18,399	−10	trim
325	Coastal Bridge Advisors, LLC	$3.8M	18,294	−18	trim
326	Waverly Advisors, LLC	$3.8M	18,238	−8,011	trim
327	Johnson Financial Group, Inc.	$3.8M	18,111	+5,862	add
328	JOHNSON INVESTMENT COUNSEL INC	$3.8M	18,177	−160	trim
329	Concurrent Investment Advisors, LLC	$3.8M	18,116	+1,103	add
330	Alexander Randolph Advisory, Inc.	$3.7M	17,891	+425	add
331	Sequoia Financial Advisors, LLC	$3.7M	17,770	+896	add
332	FOUNDATIONS INVESTMENT ADVISORS, LLC	$3.7M	17,755	−5,314	trim
333	D.A. DAVIDSON & CO.	$3.7M	17,693	+573	add
334	ABN AMRO Bank N.V.	$3.7M	17,510	+17,510	new
335	MGO ONE SEVEN LLC	$3.6M	17,447	+232	add
336	Quantbot Technologies LP	$3.6M	17,368	+17,368	new
337	ASSETMARK, INC	$3.6M	17,354	−42,801	trim
338	Gotham Asset Management, LLC	$3.4M	16,504	−1,141	trim
339	Vestmark Advisory Solutions, Inc.	$3.4M	16,157	+7,943	add
340	Norinchukin Bank, The	$3.3M	15,859	−103	trim
341	MIZUHO SECURITIES USA LLC	$3.3M	15,718	−3,336	trim
342	HOHIMER WEALTH MANAGEMENT, LLC	$3.2M	15,594	+15,594	new
343	UMB Bank, n.a.	$3.2M	15,425	−304	trim
344	Atlas Legacy Advisors, LLC	$3.2M	15,333	−5,338	trim
345	RITHOLTZ WEALTH MANAGEMENT	$3.2M	15,221	+1,096	add
346	First Washington CORP	$3.2M	15,219	−8	trim
347	FIDUCIARY TRUST CO	$3.1M	15,145	−297	trim
348	Tudor Financial Inc.	$3.1M	15,100	+1	add
349	Argyle Capital Management, LLC	$3.1M	15,070	−720	trim
350	HARTFORD INVESTMENT MANAGEMENT CO	$3.1M	14,909	−272	trim
351	Laird Norton Wetherby Trust Company, LLC	$3.1M	14,732	+30	add
352	HM PAYSON & CO	$3.1M	14,762	+5,923	add
353	PEDDOCK CAPITAL ADVISORS, LLC	$3.1M	14,745	−1,077	trim
354	Ballentine Partners, LLC	$3.0M	14,679	+83	add
355	Beacon Pointe Advisors, LLC	$3.0M	14,409	+3,529	add
356	PYA Waltman Capital, LLC	$3.0M	14,306	−2,406	trim
357	Sowell Financial Services LLC	$3.0M	14,284	−283	trim
358	Clearstead Advisors, LLC	$3.0M	14,255	−1,011	trim
359	J. Safra Sarasin Holding AG	$3.0M	14,243	−57,724	trim
360	FIRST MANHATTAN CO. LLC.	$2.9M	14,124	+6,850	add
361	New Age Alpha Advisors, LLC	$2.9M	14,042	−602	trim
362	CIBC WORLD MARKET INC.	$2.9M	13,945	−7,252	trim
363	Kenora Financial, LLC	$2.9M	13,829	+38	add
364	Providence Wealth Advisors, LLC	$2.9M	13,960	+81	add
365	JANE STREET GROUP, LLC	$2.8M	13,703	+2,523	add
366	Insight Inv LLC	$2.8M	13,665	+260	add
367	STEPHENS INC /AR/	$2.8M	13,408	−183	trim
368	KCM INVESTMENT ADVISORS LLC	$2.8M	13,372	+14	add
369	DAVENPORT & Co LLC	$2.8M	13,297	+108	add
370	ABN AMRO INVESTMENT SOLUTIONS	$2.8M	13,274	+1,310	add
371	Maryland State Retirement & Pension System	$2.7M	13,045	0	no change
372	Comprehensive Financial Consultants Institutional, Inc.	$2.7M	13,032	+335	add
373	GRANDFIELD & DODD, LLC	$2.7M	13,023	+196	add
374	INTRUST BANK NA	$2.7M	12,994	+129	add
375	Kepler Cheuvreux (Suisse) SA	$2.6M	12,770	−147	trim
376	Caldwell Trust Co	$2.6M	12,754	−50	trim
377	Hudson Portfolio Management LLC	$2.6M	12,737	0	no change
378	Cornerstone Wealth Group, LLC	$2.6M	11,878	−1,162	trim
379	Sawyer & Company, Inc	$2.6M	12,388	+7	add
380	Sustainable Insight Capital Management, LLC	$2.5M	12,184	−5,900	trim
381	EXCHANGE TRADED CONCEPTS, LLC	$2.5M	12,078	+3,490	add
382	NICOLET BANKSHARES INC	$2.5M	12,091	+12,091	new
383	DIVERSIFY WEALTH MANAGEMENT, LLC	$2.5M	11,702	+11,702	new
384	Crossmark Global Holdings, Inc.	$2.5M	11,931	—	no prior
385	ING GROEP NV	$2.4M	11,808	−271	trim
386	Gladstone Institutional Advisory LLC	$2.4M	11,743	+5,229	add
387	Independent Advisor Alliance	$2.4M	11,660	+2,377	add
388	Spire Wealth Management	$2.4M	11,576	+1,095	add
389	Moors & Cabot, Inc.	$2.4M	11,557	−5,987	trim
390	Forum Financial Management, LP	$2.4M	11,361	−4,956	trim
391	DANSKE BANK A/S	$2.4M	11,357	−9,936	trim
392	True North Advisors, LLC	$2.3M	11,290	−629	trim
393	Live Oak Investment Partners	$2.3M	11,213	+2,515	add
394	EFG International AG	$2.3M	11,170	−716	trim
395	HUNTINGTON NATIONAL BANK	$2.3M	11,162	+11,162	new
396	CANANDAIGUA NATIONAL CORP	$2.3M	11,158	—	no prior
397	Allred Capital Management, LLC	$2.3M	11,129	+96	add
398	MAI Capital Management	$2.3M	10,947	−30	trim
399	Orion Porfolio Solutions, LLC	$2.3M	10,887	−622	trim
400	Walleye Trading LLC	$2.3M	10,874	+786	add
401	Atria Investments, Inc	$2.2M	10,777	+6,331	add
402	AG2R LA MONDIALE GESTION D'ACTIFS	$2.2M	10,762	−27	trim
403	J.W. COLE ADVISORS, INC.	$2.2M	10,721	−140	trim
404	MidFirst Bank	$2.2M	10,684	+501	add
405	Curi Capital, LLC	$2.2M	10,602	+2,107	add
406	OSSIAM	$2.2M	10,632	+4,402	add
407	Pullen Investment Management, LLC	$2.2M	10,593	−117	trim
408	denkapparat Operations GmbH	$2.2M	10,556	+3,964	add
409	Vise Technologies, Inc.	$2.2M	10,484	0	no change
410	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$2.2M	10,433	+10,433	new
411	VestGen Advisors, LLC	$2.2M	10,031	+1,225	add
412	DMKC Advisory Services, LLC	$2.1M	10,361	0	no change
413	Dakota Wealth Management	$2.1M	10,287	−67	trim
414	BARTLETT & CO. WEALTH MANAGEMENT LLC	$2.1M	9,622	+267	add
415	CALIBER WEALTH MANAGEMENT, LLC / KS	$2.1M	10,189	+1,079	add
416	Morey & Quinn Wealth Partners, LLC	$2.1M	10,064	−31	trim
417	LITTLE HOUSE CAPITAL LLC	$2.1M	10,019	+10,019	new
418	Wakefield Asset Management LLLP	$2.1M	10,013	+64	add
419	COLDSTREAM CAPITAL MANAGEMENT INC	$2.1M	9,967	+2,158	add
420	IVC Wealth Advisors LLC	$2.0M	9,790	−490	trim
421	Neumann Capital Management, LLC	$2.0M	9,786	+130	add
422	CENTRAL TRUST Co	$2.0M	9,768	−327	trim
423	Virtus Investment Advisers, LLC	$2.0M	9,743	−252	trim
424	PICTON MAHONEY ASSET MANAGEMENT	$2.0M	9,728	+2,130	add
425	Saudi Central Bank	$2.0M	9,659	+9,659	new
426	OPPENHEIMER & CO INC	$2.0M	9,616	+9,616	new
427	Essex Financial Services, Inc.	$2.0M	9,573	+293	add
428	Gilliland Jeter Wealth Management LLC	$2.0M	9,531	−37	trim
429	NorthCrest Asset Manangement, LLC	$2.0M	9,530	−4,191	trim
430	GREENLEAF TRUST	$2.0M	9,509	+451	add
431	Concentric Capital Strategies, LP	$2.0M	9,488	+6,543	add
432	Sompo Asset Management Co., Ltd.	$2.0M	9,480	−100	trim
433	PARSONS CAPITAL MANAGEMENT INC/RI	$2.0M	9,410	+677	add
434	Metis Global Partners, LLC	$1.9M	9,261	+925	add
435	Empirical Finance, LLC	$1.9M	9,113	−16	trim
436	Alpha Omega Wealth Management LLC	$1.9M	9,107	−204	trim
437	COOKSON PEIRCE & CO INC	$1.9M	9,100	−63,396	trim
438	AMG National Trust Bank	$1.9M	9,082	+745	add
439	Equitable Holdings, Inc.	$1.9M	8,982	+2,786	add
440	Columbia Bank	$1.9M	8,995	−249	trim
441	Convergence Financial, LLC	$1.9M	8,981	−149	trim
442	E. Ohman J:or Asset Management AB	$1.8M	8,782	−550	trim
443	XTX Topco Ltd	$1.8M	8,770	−26,588	trim
444	LBP AM SA	$1.8M	8,761	−829	trim
445	Confluence Wealth Services, Inc.	$1.8M	8,712	+403	add
446	GATEWAY INVESTMENT ADVISERS LLC	$1.8M	8,682	−20,820	trim
447	MATTERS CAPITAL LLC	$1.8M	8,654	+1,900	add
448	Henson-Edgewater Management, LLC	$1.8M	8,650	−300	trim
449	Rezny Wealth Management, Inc.	$1.8M	8,590	+8,590	new
450	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.8M	8,560	0	no change
451	Gryphon Financial Partners LLC	$1.8M	8,534	+529	add
452	Estate Counselors, LLC	$1.8M	8,477	+8,477	new
453	HUSSMAN STRATEGIC ADVISORS, INC.	$1.7M	8,400	+8,400	new
454	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.7M	8,320	−41	trim
455	Banco Santander, S.A.	$1.7M	8,240	+8,240	new
456	Chicago Wealth Management, Inc.	$1.7M	8,227	−2	trim
457	Taylor Frigon Capital Management LLC	$1.7M	8,189	−624	trim
458	Meeder Advisory Services, Inc.	$1.7M	8,187	−232	trim
459	Illumine Investment Management, LLC	$1.7M	8,154	+7	add
460	Leelyn Smith, LLC	$1.7M	8,152	−200	trim
461	Legacy Capital Group California, Inc.	$1.7M	8,074	+544	add
462	Choate Investment Advisors	$1.7M	7,980	−1,304	trim
463	Integrated Advisors Network LLC	$1.6M	7,946	+568	add
464	QUADRANT CAPITAL GROUP LLC	$1.6M	7,928	+665	add
465	Barden Capital Management, Inc.	$1.6M	7,890	+255	add
466	U.S. Capital Wealth Advisors, LLC	$1.6M	7,879	+413	add
467	BRAVE ASSET MANAGEMENT INC	$1.6M	7,865	0	no change
468	Pflug Koory, LLC	$1.6M	7,827	0	no change
469	LOWE BROCKENBROUGH & CO INC	$1.6M	7,777	0	no change
470	BALYASNY ASSET MANAGEMENT L.P.	$1.6M	7,765	−3,456	trim
471	SAGESPRING WEALTH PARTNERS, LLC	$1.6M	7,691	−87	trim
472	North Dakota State Investment Board	$1.6M	7,644	−1,407	trim
473	Impact Partnership Wealth, LLC	$1.6M	7,618	+912	add
474	CHOREO, LLC	$1.6M	7,571	+204	add
475	180 WEALTH ADVISORS, LLC	$1.6M	7,553	−65	trim
476	NOMURA HOLDINGS INC	$1.6M	7,537	−1,697	trim
477	Northwest & Ethical Investments L.P.	$1.6M	7,537	+7,537	new
478	Brookstone Capital Management	$1.6M	7,513	+238	add
479	MISSION WEALTH MANAGEMENT, LP	$1.5M	7,474	−1,354	trim
480	EVERGREEN CAPITAL MANAGEMENT LLC	$1.5M	7,409	+2,851	add
481	OLD NATIONAL BANCORP /IN/	$1.5M	7,423	+3,133	add
482	Stratos Wealth Partners, LTD.	$1.5M	7,354	+451	add
483	Cresset Asset Management, LLC	$1.5M	7,316	−250	trim
484	Callan Family Office, LLC	$1.5M	7,338	−119	trim
485	CHICAGO TRUST Co NA	$1.5M	7,335	+5,295	add
486	TIEMANN INVESTMENT ADVISORS, LLC	$1.5M	7,295	+150	add
487	OneDigital Investment Advisors LLC	$1.5M	7,251	+1,815	add
488	S Harris Financial Group, LLC	$1.5M	7,163	+70	add
489	Invera Wealth Advisors, LLC	$1.5M	7,151	−82	trim
490	Accurate Wealth Management, LLC	$1.5M	6,985	−3,100	trim
491	Boltwood Capital Management	$1.5M	7,044	−5	trim
492	SECURIAN ASSET MANAGEMENT, INC	$1.5M	7,015	−100	trim
493	Brooklyn Investment Group	$1.4M	6,914	+3,275	add
494	Leisure Capital Management	$1.4M	6,861	−248	trim
495	Collaborative Fund Advisors, LLC	$1.4M	6,833	—	no prior
496	Activest Wealth Management	$1.4M	6,812	+6,720	add
497	GROUPAMA ASSET MANAGMENT	$1.4M	6,787	−4,540	trim
498	Biltmore Family Office, LLC	$1.4M	6,710	0	no change
499	Chicago Partners Investment Group LLC	$1.4M	6,521	+587	add
500	STANCE CAPITAL LLC	$1.4M	6,726	+6,726	new

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · ALL

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

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 1 Michael A. Rulli R–OH-6 $1K–$15K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Tudor Investment Corp $17.2M held
Trimming: 2 Bridgewater Associates, Gotham Asset Management $46.3M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · ALLSTATE CORP

Merged timeline of congressional filings and notable-manager moves on ALL
Date	Who	Change	Size
2026-09-02	Michael A. Rulli Congress	Sale	$1K–$15K
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-05-15	Tudor Investment Corp 13F	add	+77,289 sh
2026-05-15	Bridgewater Associates 13F	trim	−71,836 sh
2026-05-15	Gotham Asset Management 13F	trim	−1,141 sh

5 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

12 members of Congress disclosed ALL — the congressional view ↗