Who holds BENticker 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 ↗

FRANKLIN RESOURCES INC · COM · quarter ended 2026-03-31 · 11 members disclosed BEN ↗

484

holders13F filers reporting this class for the quarter ended 2026-03-31

$6.4B

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

233

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

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 BEN ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	Power Corp of Canada	$745M	31,557,117	0	no change
2	BlackRock, Inc.	$679M	28,767,173	−944,070	trim
3	VANGUARD CAPITAL MANAGEMENT LLC	$474M	20,088,613	—	no prior
4	STATE STREET CORP	$470M	19,613,400	−1,131,493	trim
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$327M	13,844,109	—	no prior
6	Invesco Ltd.	$320M	13,564,400	+3,441,463	add
7	CITADEL ADVISORS LLC	$267M	11,321,929	+5,041,726	add
8	DIMENSIONAL FUND ADVISORS LP	$256M	10,860,325	−22,535	trim
9	GEODE CAPITAL MANAGEMENT, LLC	$184M	7,809,846	−259,649	trim
10	ProShare Advisors LLC	$155M	6,556,326	−526,842	trim
11	Azora Capital LP	$120M	5,099,949	−696,626	trim
12	MORGAN STANLEY	$116M	4,915,148	+600,341	add
13	Artemis Investment Management LLP	$115M	4,879,886	+4,823,983	add
14	Bank of New York Mellon Corp	$108M	4,584,695	+847,645	add
15	NORTHERN TRUST CORP	$86.7M	3,669,487	−234,453	trim
16	Kopernik Global Investors, LLC	$83.2M	3,522,587	+153,422	add
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$76.3M	3,231,922	+64,000	add
18	Verition Fund Management LLC	$71.4M	3,022,427	+845,991	add
19	BARCLAYS PLC	$66.5M	2,813,629	+1,164,060	add
20	JUPITER ASSET MANAGEMENT LTD	$63.1M	2,673,409	+2,645,077	add
21	Squarepoint Ops LLC	$61.9M	2,620,136	−1,511,423	trim
22	UBS Group AG	$57.7M	2,443,853	+406,389	add
23	Freestone Grove Partners LP	$50.7M	2,148,549	+2,148,549	new
24	Vest Financial, LLC	$48.0M	2,033,149	−150,440	trim
25	BANK OF AMERICA CORP /DE/	$46.4M	1,964,424	+533,192	add
26	FIRST TRUST ADVISORS LP	$43.5M	1,841,664	−114,263	trim
27	VANGUARD FIDUCIARY TRUST CO	$40.9M	1,729,729	—	no prior
28	BALYASNY ASSET MANAGEMENT L.P.	$37.5M	1,587,762	+820,079	add
29	NOMURA ASSET MANAGEMENT CO LTD	$35.6M	1,506,490	−118,047	trim
30	TWO SIGMA INVESTMENTS, LP	$34.2M	1,449,292	−398,887	trim
31	Gallagher Fiduciary Advisors, LLC	$33.3M	1,408,138	−15,934	trim
32	Allianz Asset Management GmbH	$31.9M	1,349,341	+145,460	add
33	VICTORY CAPITAL MANAGEMENT INC	$31.0M	1,311,366	+67,043	add
34	WEDGE CAPITAL MANAGEMENT L L P/NC	$29.5M	1,246,976	−60,297	trim
35	DEUTSCHE BANK AG\	$29.0M	1,228,887	+72,284	add
36	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$27.4M	1,158,237	+1,158,237	new
37	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$26.9M	1,138,608	−75,332	trim
38	AQR CAPITAL MANAGEMENT LLC	$26.3M	1,139,150	−129,762	trim
39	KETTLE HILL CAPITAL MANAGEMENT, LLC	$22.0M	933,204	+542,858	add
40	Quantinno Capital Management LP	$21.7M	917,468	+127,022	add
41	Holocene Advisors, LP	$21.0M	890,956	+616,453	add
42	HANCOCK WHITNEY CORP	$21.0M	863,969	+863,969	new
43	ROYAL BANK OF CANADA	$20.9M	886,393	+117,800	add
44	Nuveen, LLC	$20.8M	881,528	−94,381	trim
45	Longaeva Partners L.P.	$20.4M	862,737	+300,473	add
46	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$19.5M	824,130	+592,930	add
47	HSBC HOLDINGS PLC	$18.1M	770,258	−1,469,360	trim
48	Swiss Life Asset Management Ltd	$17.8M	754,004	+28,204	add
49	Vanguard Global Advisers, LLC	$16.0M	675,279	—	no prior
50	Legal & General Group Plc	$14.5M	613,554	−445,156	trim
51	SEB Asset Management AB	$14.0M	593,519	—	no prior
52	FRANKLIN RESOURCES INC	$13.9M	589,918	−201,853	trim
53	Swiss National Bank	$13.4M	567,600	+4,600	add
54	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$13.4M	566,045	−19,551	trim
55	FIRST CITIZENS BANK & TRUST CO	$13.1M	553,126	+6,635	add
56	Mitsubishi UFJ Asset Management Co., Ltd.	$12.3M	521,831	−21,971	trim
57	Meiji Yasuda Asset Management Co Ltd.	$12.3M	518,837	−337,204	trim
58	Envestnet Portfolio Solutions, Inc.	$12.0M	508,271	+2,680	add
59	CITIGROUP INC	$11.6M	490,688	+185,139	add
60	COMMONWEALTH EQUITY SERVICES, LLC	$11.2M	472,807	+4,778	add
61	MILLENNIUM MANAGEMENT LLC	$10.9M	463,025	−41,514	trim
62	HUNTINGTON NATIONAL BANK	$9.9M	418,877	+418,877	new
63	MACKENZIE FINANCIAL CORP	$9.7M	411,805	+249,365	add
64	Modern Wealth Management, LLC	$9.7M	411,059	+7,249	add
65	AMERIPRISE FINANCIAL INC	$9.6M	407,897	+55,982	add
66	ALLIANCEBERNSTEIN L.P.	$9.0M	377,744	−277,192	trim
67	Cambria Investment Management, L.P.	$8.9M	377,610	+15,503	add
68	STATE OF WISCONSIN INVESTMENT BOARD	$8.8M	374,450	+41,476	add
69	LPL Financial LLC	$8.5M	358,068	−20,866	trim
70	Jain Global LLC	$8.1M	342,826	+342,826	new
71	PRINCIPAL FINANCIAL GROUP INC	$8.1M	341,384	−9,159	trim
72	PUBLIC SECTOR PENSION INVESTMENT BOARD	$7.6M	321,447	+243,172	add
73	YOUSIF CAPITAL MANAGEMENT, LLC	$7.6M	320,639	−9,228	trim
74	Prana Capital Management, LP	$7.1M	299,474	−605,496	trim
75	Bastion Asset Management Inc.	$6.7M	272,892	−48,619	trim
76	WELLS FARGO & COMPANY/MN	$6.7M	281,735	+45,226	add
77	Connor, Clark & Lunn Investment Management Ltd.	$6.6M	281,218	−537,527	trim
78	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$6.6M	281,048	0	no change
79	Y-Intercept (Hong Kong) Ltd	$6.3M	264,778	+264,778	new
80	Creative Planning	$6.2M	261,487	+71,308	add
81	VANGUARD ASSET MANAGEMENT, Ltd	$6.1M	259,756	—	no prior
82	RAYMOND JAMES FINANCIAL INC	$6.0M	255,060	−44,399	trim
83	NATIONAL BANK OF CANADA /FI/	$5.9M	250,711	+148,701	add
84	Point72 Asset Management, L.P.	$5.9M	248,100	+248,100	new
85	Cresset Asset Management, LLC	$5.6M	232,773	+14,148	add
86	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$5.5M	233,836	+42,426	add
87	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$5.3M	224,297	−7,803	trim
88	MERCER GLOBAL ADVISORS INC /ADV	$5.2M	222,104	−3,374	trim
89	Focus Partners Wealth	$5.2M	221,325	−26,271	trim
90	CHATHAM CAPITAL GROUP, INC.	$5.2M	221,000	0	no change
91	SEI INVESTMENTS CO	$5.1M	215,439	+54,865	add
92	BANK OF MONTREAL /CAN/	$5.0M	211,523	−4,946	trim
93	STIFEL FINANCIAL CORP	$4.9M	208,353	−15,474	trim
94	Sumitomo Mitsui Trust Group, Inc.	$4.9M	206,206	−90,993	trim
95	Robeco Institutional Asset Management B.V.	$4.2M	176,690	+8,851	add
96	Fire Capital Management LLC	$4.1M	172,333	0	no change
97	FIFTH THIRD BANCORP	$4.0M	168,306	+159,862	add
98	NEW YORK STATE COMMON RETIREMENT FUND	$3.9M	167,026	−14,500	trim
99	Uncommon Cents Investing LLC	$3.9M	165,782	−260	trim
100	Kinloch Capital, LLC	$3.8M	159,578	+24,580	add
101	PRUDENTIAL FINANCIAL INC	$3.7M	155,775	−868,408	trim
102	Cinctive Capital Management LP	$3.6M	153,912	−102,449	trim
103	Chevy Chase Trust Holdings, LLC	$3.6M	151,364	−4,566	trim
104	Twelve Points Wealth Management LLC	$3.5M	148,496	+179	add
105	GUGGENHEIM CAPITAL LLC	$3.5M	148,267	+101,081	add
106	Ruffer LLP	$3.5M	146,037	+146,037	new
107	Ally Financial Inc.	$3.3M	140,000	0	no change
108	CIBC Bancorp USA Inc.	$3.2M	137,430	—	no prior
109	Hilton Capital Management, LLC	$3.2M	136,738	+136,738	new
110	Grantham, Mayo, Van Otterloo & Co. LLC	$3.1M	129,664	−36,834	trim
111	Janus Henderson Group Ltd.	$3.0M	127,813	−12,527	trim
112	Cetera Investment Advisers	$3.0M	127,630	−24,000	trim
113	Systematic Alpha Investments, LLC	$3.0M	126,200	0	no change
114	APG Asset Management N.V.	$3.0M	145,299	−3,507	trim
115	HighTower Advisors, LLC	$3.0M	125,660	+4,544	add
116	ExodusPoint Capital Management, LP	$2.9M	123,920	+107,098	add
117	Gotham Asset Management, LLC	$2.8M	120,657	−1,581	trim
118	SummitTX Capital, L.P.	$2.8M	120,148	−78,446	trim
119	AMERICAN FINANCIAL GROUP INC	$2.8M	119,150	0	no change
120	NISA INVESTMENT ADVISORS, LLC	$2.8M	117,146	+3,533	add
121	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$2.8M	118,337	−41,393	trim
122	AE Wealth Management LLC	$2.8M	116,693	+13,192	add
123	Unison Advisors LLC	$2.7M	114,449	+2,824	add
124	Mirae Asset Global Investments Co., Ltd.	$2.7M	115,196	+18,569	add
125	COMMERCE BANK	$2.6M	111,654	−324	trim
126	WELLINGTON MANAGEMENT GROUP LLP	$2.6M	111,582	+19,182	add
127	AMERICAN CENTURY COMPANIES INC	$2.5M	106,228	−2,366	trim
128	Keystone Financial Planning, Inc.	$2.5M	105,886	+2,344	add
129	CANADA PENSION PLAN INVESTMENT BOARD	$2.5M	104,298	+13,898	add
130	Summit Trail Advisors, LLC	$2.4M	102,887	−3,969	trim
131	ENVESTNET ASSET MANAGEMENT INC	$2.4M	101,466	−109,076	trim
132	CIBC WORLD MARKET INC.	$2.4M	100,000	+100,000	new
133	Amundi	$2.3M	99,372	−526,765	trim
134	Man Group plc	$2.3M	98,014	−31,359	trim
135	Zurcher Kantonalbank (Zurich Cantonalbank)	$2.3M	95,727	+95,727	new
136	Cerity Partners LLC	$2.2M	94,890	−81,604	trim
137	XPONANCE LLC	$2.2M	94,263	+4,276	add
138	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$2.1M	89,343	−1,360	trim
139	Sterling Capital Management LLC	$2.0M	86,675	−3,247	trim
140	MALTESE CAPITAL MANAGEMENT LLC	$2.0M	85,700	+75,700	add
141	Alexander Randolph Advisory, Inc.	$2.0M	85,041	−1,005	trim
142	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$2.0M	85,021	−13,022	trim
143	State of New Jersey Common Pension Fund D	$2.0M	84,979	−15,621	trim
144	Czech National Bank	$2.0M	83,678	+2,629	add
145	TORONTO DOMINION BANK	$1.9M	81,266	−3,850	trim
146	Resona Asset Management Co.,Ltd.	$1.9M	82,819	−5,356	trim
147	STATE OF MICHIGAN RETIREMENT SYSTEM	$1.9M	80,237	0	no change
148	Asset Management One Co., Ltd.	$1.9M	79,954	+67,281	add
149	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$1.9M	79,442	+9,151	add
150	Pathstone Holdings, LLC	$1.9M	79,088	−11,473	trim
151	Arizona State Retirement System	$1.9M	78,796	−443	trim
152	Merit Financial Group, LLC	$1.8M	76,133	+1,117	add
153	AIMZ Investment Advisors, LLC	$1.8M	75,728	−1,004	trim
154	CIBC Asset Management Inc	$1.8M	75,228	+407	add
155	FMR LLC	$1.8M	74,874	+46,557	add
156	Rafferty Asset Management, LLC	$1.8M	74,699	−19,073	trim
157	Vanguard Investments Australia, Ltd.	$1.8M	74,610	—	no prior
158	Genus Capital Management Inc.	$1.7M	73,880	+73,880	new
159	SCHRODER INVESTMENT MANAGEMENT GROUP	$1.7M	72,927	+47,741	add
160	Tidal Investments LLC	$1.7M	72,706	−19,720	trim
161	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$1.7M	71,572	+75	add
162	MetLife Investment Management, LLC	$1.7M	71,151	−2,469	trim
163	AXQ CAPITAL, LP	$1.7M	70,385	+42,285	add
164	PICTON MAHONEY ASSET MANAGEMENT	$1.6M	69,055	+69,055	new
165	Blackhawk Capital Partners, LLC	$1.6M	68,028	−8,402	trim
166	Sigma Planning Corp	$1.6M	67,747	+407	add
167	Legend Capital Advisors LLC	$1.6M	67,195	+67,195	new
168	Forty-three Eighteen Advisors, LLC	$1.6M	66,901	+66,901	new
169	Schonfeld Strategic Advisors LLC	$1.5M	65,514	+65,514	new
170	Retirement Systems of Alabama	$1.5M	65,248	−141	trim
171	Beacon Pointe Advisors, LLC	$1.5M	64,154	+16,370	add
172	KLP KAPITALFORVALTNING AS	$1.5M	63,100	+2,100	add
173	Board of the Pension Protection Fund	$1.5M	63,400	−3,400	trim
174	Sumitomo Mitsui DS Asset Management Company, Ltd	$1.5M	62,761	−2,537	trim
175	Pictet Asset Management Holding SA	$1.5M	62,349	+3,132	add
176	FIL Ltd	$1.4M	60,277	+60,277	new
177	UniSuper Management Pty Ltd	$1.4M	59,110	−7,968	trim
178	VOYA INVESTMENT MANAGEMENT LLC	$1.4M	57,859	−2,705	trim
179	TD ASSET MANAGEMENT INC	$1.3M	53,494	+221	add
180	FOUNDATIONS INVESTMENT ADVISORS, LLC	$1.2M	51,519	+4,991	add
181	Ethic Inc.	$1.2M	50,914	−1,286	trim
182	AUXIER ASSET MANAGEMENT LLC	$1.2M	50,387	−490	trim
183	D. E. Shaw & Co., Inc.	$1.2M	49,619	+9,567	add
184	Numerai GP LLC	$1.1M	48,431	−10,055	trim
185	TRUIST FINANCIAL CORP	$1.1M	48,347	+30,537	add
186	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$1.1M	48,321	+48,321	new
187	Universal- Beteiligungs- und Servicegesellschaft mbH	$1.1M	47,558	−714	trim
188	Kestra Investment Management, LLC	$1.1M	47,201	+47,201	new
189	New Age Alpha Advisors, LLC	$1.1M	46,533	−1,543	trim
190	Walleye Capital LLC	$1.1M	44,616	+44,612	add
191	NEOS Investment Management LLC	$1.1M	44,597	+67	add
192	Abundance Wealth Counselors	$1.0M	43,926	+12,017	add
193	Ironwood Investment Counsel, LLC	$1.0M	43,921	+2,603	add
194	Gold Investment Management Ltd.	$1.0M	43,001	+2,110	add
195	FIRST COMMONWEALTH FINANCIAL CORP /PA/	$992K	42,019	+42,019	new
196	San Luis Wealth Advisors LLC	$981K	41,535	−202	trim
197	Weaver C. Barksdale & Associates, Inc.	$979K	41,347	+2,605	add
198	Bridgewater Associates, LP	$961K	40,706	−30,325	trim
199	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$950K	40,594	−3,920	trim
200	CWM, LLC	$944K	39,978	+2,140	add
201	Quantum Portfolio Management LLC	$941K	39,851	+39,851	new
202	Sovran Advisors, LLC	$924K	30,834	−4,400	trim
203	Vanguard Personalized Indexing Management, LLC	$887K	37,549	+2,942	add
204	Atria Investments, Inc	$874K	37,000	−6,823	trim
205	Corient Private Wealth LLC	$864K	36,843	−23,043	trim
206	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$832K	35,223	0	no change
207	Americana Partners, LLC	$831K	35,167	+4,296	add
208	Aster Capital Management (DIFC) Ltd	$826K	42,932	+42,932	new
209	TEACHER RETIREMENT SYSTEM OF TEXAS	$815K	34,496	+21,240	add
210	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$808K	34,201	+3,646	add
211	Elo Mutual Pension Insurance Co	$775K	32,816	+12,118	add
212	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$772K	32,682	−323	trim
213	XTX Topco Ltd	$769K	32,568	−27,113	trim
214	QUADRANT CAPITAL GROUP LLC	$753K	31,896	−34	trim
215	NATIXIS	$737K	31,190	−43,340	trim
216	OSAIC HOLDINGS, INC.	$729K	30,847	−12,021	trim
217	Abel Hall, LLC	$720K	30,465	+6,320	add
218	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	$706K	29,880	+779	add
219	Mirador Capital Partners LP	$704K	29,797	+29,797	new
220	Rakuten Investment Management, Inc.	$693K	30,260	+2,846	add
221	Sequoia Financial Advisors, LLC	$682K	28,880	−1,227	trim
222	D.A. DAVIDSON & CO.	$671K	28,429	−692	trim
223	Invst, LLC	$665K	28,155	+28,155	new
224	GATEWAY INVESTMENT ADVISERS LLC	$649K	27,479	+9,767	add
225	Capital Investment Advisory Services, LLC	$633K	26,785	+1,400	add
226	Farmers & Merchants Trust Co of Long Beach	$625K	26,464	0	no change
227	Arax Advisory Partners	$624K	26,433	+15,609	add
228	Steward Partners Investment Advisory, LLC	$620K	26,239	+6,408	add
229	LBP AM SA	$618K	26,169	−2,807	trim
230	MGO ONE SEVEN LLC	$612K	25,898	+214	add
231	Index Technologies Group LLC	$611K	25,870	+25,870	new
232	BANK OF NOVA SCOTIA	$605K	25,605	−283,854	trim
233	Guinness Asset Management LTD	$598K	25,329	−273	trim
234	Daiwa Securities Group Inc.	$592K	25,044	+1,417	add
235	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	$571K	24,162	+24,162	new
236	Ensign Peak Advisors, Inc	$569K	24,099	−45,482	trim
237	Aberdeen Group plc	$566K	23,965	−188,897	trim
238	Global X Japan Co., Ltd.	$557K	23,600	−1,957	trim
239	OXFORD ASSET MANAGEMENT LLP	$552K	23,359	+23,359	new
240	Brevan Howard Capital Management LP	$549K	23,255	+23,255	new
241	SHEPHERD KAPLAN KROCHUK, LLC	$548K	23,209	−122	trim
242	INCEPTIONR LLC	$547K	23,155	+23,155	new
243	TWINBEECH CAPITAL LP	$536K	22,700	+22,700	new
244	Kestra Advisory Services, LLC	$509K	21,561	+2,732	add
245	Cherry Creek Investment Advisors, Inc.	$486K	20,578	+103	add
246	Independent Advisor Alliance	$484K	20,489	−3,029	trim
247	Wakefield Asset Management LLLP	$483K	20,452	+20,452	new
248	Freestone Capital Holdings, LLC	$479K	20,283	−1,613	trim
249	US BANCORP \DE\	$475K	20,123	+2,622	add
250	Empowered Funds, LLC	$472K	19,995	+19,995	new
251	BENJAMIN EDWARDS INC	$472K	19,988	+19,988	new
252	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$470K	19,915	0	no change
253	Machina Capital S.A.S.	$470K	19,909	+564	add
254	PARK NATIONAL CORP /OH/	$461K	19,518	−6,194	trim
255	OPPENHEIMER & CO INC	$459K	19,434	−1,084	trim
256	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$456K	19,304	+7,153	add
257	WRIGHT INVESTORS SERVICE INC	$456K	19,290	+116	add
258	Jefferies Financial Group Inc.	$451K	19,100	−56,449	trim
259	FIRST NATIONAL TRUST CO	$446K	18,880	0	no change
260	Norinchukin Bank, The	$445K	18,845	+27	add
261	Crossmark Global Holdings, Inc.	$444K	18,779	—	no prior
262	WHITENER CAPITAL MANAGEMENT, INC.	$443K	18,750	+220	add
263	Federation des caisses Desjardins du Quebec	$442K	18,718	−5,639	trim
264	MIZUHO SECURITIES USA LLC	$439K	18,575	−3,806	trim
265	Cornerstone Wealth Management, LLC	$431K	18,258	+2	add
266	Wagner Wealth Management, Corp	$429K	18,176	−1,089	trim
267	Capital Investment Counsel, Inc	$419K	17,744	−200	trim
268	DnB Asset Management AS	$413K	17,474	+17,474	new
269	Allspring Global Investments Holdings, LLC	$411K	17,439	+1,578	add
270	HARTFORD INVESTMENT MANAGEMENT CO	$405K	17,140	0	no change
271	ASSOCIATED BANC-CORP	$404K	17,085	0	no change
272	BNP Paribas Asset Management Holding S.A.	$392K	16,598	−12,434	trim
273	Hardy Reed LLC	$381K	16,130	0	no change
274	KEYBANK NATIONAL ASSOCIATION/OH	$378K	16,012	+6,168	add
275	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$376K	15,898	+15,898	new
276	State of Wyoming	$373K	15,812	+15,812	new
277	ROCKLAND TRUST CO	$372K	15,737	−308	trim
278	STEPHENS INC /AR/	$370K	15,679	−2,376	trim
279	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$347K	14,680	−6,937	trim
280	Maryland State Retirement & Pension System	$344K	14,555	−2,419	trim
281	Ascentis Independent Advisors	$343K	14,527	−84	trim
282	NorthRock Partners, LLC	$343K	14,521	+399	add
283	iSAM Funds (UK) Ltd	$338K	14,298	+14,298	new
284	Utah Retirement Systems	$337K	14,249	−1,998	trim
285	MONETA GROUP INVESTMENT ADVISORS LLC	$335K	14,170	+152	add
286	Mariner, LLC	$332K	14,051	−42,100	trim
287	ING GROEP NV	$330K	13,954	−233	trim
288	MIRABELLA FINANCIAL SERVICES LLP	$328K	13,871	+13,871	new
289	Concurrent Investment Advisors, LLC	$322K	13,624	+359	add
290	Atlantic Union Bankshares Corp	$312K	13,208	+8	add
291	HUB Investment Partners, LLC	$308K	13,031	+1,633	add
292	MOODY NATIONAL BANK TRUST DIVISION	$301K	12,753	−1,035	trim
293	Oak Thistle LLC	$299K	12,674	−29,187	trim
294	Mutual Advisors, LLC	$299K	12,665	+1,198	add
295	MUFG Securities EMEA plc	$297K	12,572	0	no change
296	Jacobi Capital Management LLC	$291K	12,341	+158	add
297	OMERS ADMINISTRATION Corp	$291K	12,336	0	no change
298	Revisor Wealth Management LLC	$288K	12,137	−1,095	trim
299	&PARTNERS	$288K	12,213	+3,184	add
300	LGT Group Foundation	$288K	12,190	−2,770	trim
301	Annis Gardner Whiting Capital Advisors, LLC	$284K	12,032	+145	add
302	JANE STREET GROUP, LLC	$283K	11,989	+2,133	add
303	NewEdge Advisors, LLC	$283K	11,986	+11,986	new
304	ICON ADVISERS INC/CO	$281K	11,900	+11,900	new
305	Sowell Financial Services LLC	$279K	11,809	+11,809	new
306	DRW Securities, LLC	$277K	11,716	+2,966	add
307	Savvy Advisors, Inc.	$276K	11,667	−1,989	trim
308	MML INVESTORS SERVICES, LLC	$273K	11,571	−4,726	trim
309	NORTH STAR ASSET MANAGEMENT INC	$271K	11,470	−750	trim
310	Polymer Capital Management (US) LLC	$267K	11,307	+11,307	new
311	AlphaCore Capital LLC	$266K	11,220	+4,392	add
312	Brooklyn Investment Group	$262K	11,098	+11,098	new
313	Ashton Thomas Private Wealth, LLC	$261K	11,057	+11,057	new
314	Wealthfront Advisers LLC	$260K	11,028	+11,028	new
315	ANGELES WEALTH MANAGEMENT, LLC	$258K	10,769	+90	add
316	Sound Financial Strategies Group, LLC	$255K	10,808	−15,612	trim
317	Manske Wealth Management	$251K	10,638	−100	trim
318	Stratos Wealth Partners, LTD.	$250K	10,567	−43,068	trim
319	Linden Thomas Advisory Services, LLC	$250K	10,567	−277	trim
320	PFG Investments, LLC	$246K	10,422	+1,983	add
321	Empirical Finance, LLC	$246K	10,403	−9	trim
322	Paragon Capital Management Ltd	$245K	10,388	−422	trim
323	Lido Advisors, LLC	$244K	10,194	+395	add
324	Simplicity Wealth,LLC	$243K	10,288	+1,009	add
325	PATTON FUND MANAGEMENT, INC.	$241K	10,205	0	no change
326	MACQUARIE GROUP LTD	$239K	10,139	−2,670	trim
327	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$232K	9,831	+9	add
328	M&T BANK CORP	$231K	9,787	+9,787	new
329	Brand Asset Management Group, Inc.	$229K	9,712	+9,712	new
330	IRON Financial LLC	$223K	9,461	+9,461	new
331	EXCHANGE TRADED CONCEPTS, LLC	$221K	9,364	−387	trim
332	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	$217K	9,191	−2,000	trim
333	Vident Advisory, LLC	$217K	9,176	+9,176	new
334	BOOTHBAY FUND MANAGEMENT, LLC	$215K	9,117	+9,117	new
335	GLENMEDE TRUST CO NA	$215K	9,098	+9,098	new
336	Apollon Wealth Management, LLC	$214K	9,078	+9,078	new
337	Orion Porfolio Solutions, LLC	$214K	9,070	+9,070	new
338	Investment Research Partners LLC	$213K	9,015	+9,015	new
339	CREDIT AGRICOLE S A	$212K	8,985	+8,985	new
340	North Dakota State Investment Board	$210K	8,880	−1,662	trim
341	Composition Wealth, LLC	$208K	8,815	+8,815	new
342	Herold Advisors, Inc.	$207K	8,750	0	no change
343	Leonteq Securities AG	$201K	8,508	+7,252	add
344	MUFG SECURITIES AMERICAS INC.	$201K	8,502	+221	add
345	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$200K	8,476	0	no change
346	MATHER GROUP, LLC.	$199K	8,445	+8,445	new
347	SECURIAN ASSET MANAGEMENT, INC	$195K	8,258	−100	trim
348	Korea Investment CORP	$191K	8,069	0	no change
349	GROUP ONE TRADING LLC	$180K	7,632	−28,211	trim
350	SBI Securities Co., Ltd.	$175K	7,397	−384	trim
351	Walleye Trading LLC	$174K	7,370	+7,370	new
352	Canada Post Corp Registered Pension Plan	$170K	7,213	0	no change
353	FEDERATED HERMES, INC.	$148K	6,257	+4,946	add
354	Rockefeller Capital Management L.P.	$146K	6,189	+1,641	add
355	Allworth Financial LP	$142K	5,995	+1,538	add
356	SIGNATUREFD, LLC	$138K	5,857	+1,570	add
357	Tower Research Capital LLC (TRC)	$132K	5,575	−12,382	trim
358	TEMA ETFS LLC	$123K	5,200	+21	add
359	TD Waterhouse Canada Inc.	$112K	4,747	+4,697	add
360	Elevated Capital Advisors, LLC	$109K	4,612	−30,825	trim
361	Catherine Avery Investment Management LLC	$90.8K	3,844	−584	trim
362	Geneos Wealth Management Inc.	$86.7K	3,671	+400	add
363	Caldwell Trust Co	$71.1K	3,009	0	no change
364	Ameritas Investment Partners, Inc.	$65.9K	2,792	0	no change
365	ASSETMARK, INC	$54.9K	2,325	−22	trim
366	Kingdom Financial Group LLC.	$54.4K	2,301	−298	trim
367	CNB Bank	$53.6K	2,268	−260	trim
368	Deseret Mutual Benefit Administrators	$53.4K	2,260	+1,023	add
369	Larson Financial Group LLC	$49.2K	2,084	+692	add
370	STOREBRAND ASSET MANAGEMENT AS	$46.5K	1,967	—	no prior
371	CALDWELL SUTTER CAPITAL, INC.	$44.9K	1,900	0	no change
372	Beaird Harris Wealth Management, LLC	$36.6K	1,550	0	no change
373	Hilton Head Capital Partners, LLC	$35.4K	1,500	0	no change
374	Manchester Capital Management LLC	$33.5K	1,420	0	no change
375	Investors Research Corp	$33.1K	1,400	0	no change
376	CONSULTIVA WEALTH MANAGEMENT, CORP.	$31.5K	1,334	+18	add
377	Smartleaf Asset Management LLC	$30.8K	1,346	−126	trim
378	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$30.0K	1,272	−305	trim
379	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	$28.4K	1,202	−310	trim
380	Parkside Financial Bank & Trust	$26.5K	1,120	+4	add
381	Key Capital Management, INC	$26.0K	1,101	+654	add
382	Hickory Point Bank & Trust	$23.6K	1,000	+1,000	new
383	MAI Capital Management	$23.4K	992	+182	add
384	CYBER HORNET ETFs LLC	$19.9K	845	−28	trim
385	UMB Bank, n.a.	$18.0K	764	+422	add
386	CVA Family Office, LLC	$16.0K	679	+594	add
387	Global Trust Asset Management, LLC	$15.9K	675	0	no change
388	PRIVATE TRUST CO NA	$15.0K	634	−9	trim
389	Generali Asset Management SPA SGR	$14.6K	616	0	no change
390	TRUST CO OF TOLEDO NA /OH/	$14.2K	600	0	no change
391	True Wealth Design, LLC	$14.0K	594	+73	add
392	Clearstead Trust, LLC	$13.4K	567	0	no change
393	Owl Creek Wealth Partners LLC	$12.3K	520	—	no prior
394	Cromwell Holdings LLC	$12.2K	510	0	no change
395	EASTERN BANK	$11.8K	500	0	no change
396	Axiom Investment Management LLC	$11.8K	500	—	no prior
397	Millstone Evans Group, LLC	$11.5K	486	0	no change
398	JFS WEALTH ADVISORS, LLC	$10.8K	457	+8	add
399	Quarry LP	$10.5K	446	−1,612	trim
400	Pinnacle Wealth Planning Services, Inc.	$10.1K	428	+14	add
401	AMERIFLEX GROUP, INC.	$9.8K	413	+413	new
402	Rakuten Securities, Inc.	$8.3K	350	−800	trim
403	Legacy Wealth Managment, LLC/ID	$7.7K	328	0	no change
404	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	$7.1K	299,843	0	no change
405	Key FInancial Inc	$6.9K	291	0	no change
406	Decker Retirement Planning Inc.	$6.6K	281	0	no change
407	Addison Advisors LLC	$6.1K	259	0	no change
408	TOMPKINS FINANCIAL CORP	$5.9K	250	0	no change
409	Blue Trust, Inc.	$5.4K	227	+42	add
410	FARMERS & MERCHANTS INVESTMENTS INC	$5.1K	215	0	no change
411	Triumph Capital Management	$4.8K	200	0	no change
412	CENTRAL TRUST Co	$4.7K	200	0	no change
413	POM Investment Strategies, LLC	$4.5K	190	0	no change
414	Quest 10 Wealth Builders, Inc.	$4.3K	181	0	no change
415	Clark Wealth Partners	$3.8K	157	0	no change
416	Physician Wealth Advisors, Inc.	$3.7K	157	+99	add
417	Greenwich Wealth Management LLC	$3.4K	143,436	−148,880	trim
418	CANADA LIFE ASSURANCE Co	$3.3K	141,116	+16,740	add
419	ALGERT GLOBAL LLC	$3.2K	133,370	−221,150	trim
420	Clearstead Advisors, LLC	$3.0K	125	−685	trim
421	BARTLETT & CO. WEALTH MANAGEMENT LLC	$2.7K	92	+5	add
422	Treasurer of the State of North Carolina	$2.7K	114,869	−12,393	trim
423	Rialto Wealth Management, LLC	$2.4K	101	+29	add
424	DANSKE BANK A/S	$2.4K	100	−1,000	trim
425	ELEVATION WEALTH PARTNERS, LLC	$2.3K	98	+72	add
426	Cassaday & Co Wealth Management LLC	$2.2K	94	+94	new
427	Sachetta, LLC	$2.2K	93	+25	add
428	Inspire Investing, LLC	$2.2K	93	+7	add
429	SJS Investment Consulting Inc.	$2.0K	84	+20	add
430	DiNuzzo Private Wealth, Inc.	$1.9K	79	0	no change
431	GILPIN WEALTH MANAGEMENT, LLC	$1.8K	77	0	no change
432	Jackson Creek Investment Advisors LLC	$1.8K	76,834	+22,354	add
433	DekaBank Deutsche Girozentrale	$1.7K	72,275	0	no change
434	Spire Wealth Management	$1.6K	68	+44	add
435	SHP Wealth Management	$1.5K	62	+62	new
436	SouthState Bank Corp	$1.4K	60	−31	trim
437	Destiny Wealth Partners, LLC	$1.4K	60	+60	new
438	SUMMIT SECURITIES GROUP LLC	$1.2K	51	−3,585	trim
439	THRIVENT FINANCIAL FOR LUTHERANS	$1.1K	47,239	−18,175	trim
440	Grove Bank & Trust	$1.1K	47	0	no change
441	Caitlin John, LLC	$1.1K	45	0	no change
442	Kilter Group LLC	$993	42	−10	trim
443	Truvestments Capital LLC	$898	38	+38	new
444	Clayton Financial Group LLC	$874	37	0	no change
445	FOSTER & MOTLEY INC	$873	36,975	+27,787	add
446	MV CAPITAL MANAGEMENT, INC.	$851	36	0	no change
447	Vermillion Wealth Management, Inc.	$850	36	+36	new
448	Activest Wealth Management	$850	36	+21	add
449	TFC Financial Management, Inc.	$733	31	−5	trim
450	Synergy Investment Management, LLC	$732	31	+31	new
451	State of Alaska, Department of Revenue	$720	30,499	0	no change
452	West Financial Advisors, LLC	$718	30	−25	trim
453	HFM Investment Advisors, LLC	$709	30	−2	trim
454	SlateStone Wealth, LLC	$701	29,676	+2,200	add
455	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	$670	28,367	0	no change
456	Bell Investment Advisors, Inc	$638	27	−32	trim
457	Caitong International Asset Management Co., Ltd	$638	27	+27	new
458	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	$572	24,207	0	no change
459	NATIXIS ADVISORS, LLC	$562	23,801	+2,818	add
460	S&CO INC	$549	23,245	−23,250	trim
461	FINANCIAL CONSULATE, INC	$473	20	0	no change
462	BROWN, LISLE/CUMMINGS, INC.	$472	20	+20	new
463	SWAN Capital LLC	$472	20	0	no change
464	KBC Group NV	$438	18,556	+1,793	add
465	MCGUIRE CAPITAL ADVISORS INC	$418	18	+1	add
466	Quaker Wealth Management, LLC	$402	17	+3	add
467	iA Global Asset Management Inc.	$391	16,537	+16,537	new
468	Vestcor Inc	$378	16,013	−17,083	trim
469	Y.D. More Investments Ltd	$359	4,816	+4,594	add
470	Abound Wealth Management	$287	12	0	no change
471	American Capital Advisory, LLC	$284	12	0	no change
472	Dogwood Wealth Management LLC	$236	10	0	no change
473	Signature Equity Partners, LLC	$213	9	+9	new
474	Transamerica Financial Advisors, LLC	$191	8	−75	trim
475	VAN ECK ASSOCIATES CORP	$186	7,891	−629	trim
476	Private Wealth Management Group, LLC	$166	7	0	no change
477	MidFirst Bank	$142	6	+6	new
478	Capital Analysts, LLC	$131	5,558	+66	add
479	3 FACTOR INDEXING, LLC	$95	4	—	no prior
480	South Dakota Investment Council	$93	3,942	0	no change
481	HAZLETT, BURT & WATSON, INC.	$12	500	0	no change
482	Capital Advisors, Ltd. LLC	$12	519	0	no change
483	Smithfield Trust Co	$11	484	0	no change
484	Avion Wealth	$0	28	0	no change
485	VANGUARD GROUP INC	—	—	−37,109,786	exit
486	HARBOUR INVESTMENTS, INC.	—	—	−4,256	exit
487	HOWARD HUGHES MEDICAL INSTITUTE	—	—	−66	exit
488	ROYAL LONDON ASSET MANAGEMENT LTD	—	—	−219,653	exit
489	FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC	—	—	−19,611	exit
490	COMERICA BANK	—	—	−158,366	exit
491	RENAISSANCE TECHNOLOGIES LLC	—	—	−753,300	exit
492	CIBC WORLD MARKETS CORP	—	—	−32,092	exit
493	AVIVA PLC	—	—	−11,091	exit
494	NOMURA HOLDINGS INC	—	—	−10,702	exit
495	ADAGE CAPITAL PARTNERS GP, L.L.C.	—	—	−167,500	exit
496	EVERGREEN CAPITAL MANAGEMENT LLC	—	—	−8,441	exit
497	Hilltop Holdings Inc.	—	—	−20,530	exit
498	CIBC Private Wealth Group LLC	—	—	−21,172	exit
499	Cadence Bank	—	—	−433,043	exit
500	Magnetar Financial LLC	—	—	−8,987	exit

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

Congress ↔ notable managers · BEN

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: 0 — —

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

Notable managers · quarter ended 2026-03-31

Adding: 0 — $0 held
Trimming: 2 Gotham Asset Management, Bridgewater Associates $3.8M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · FRANKLIN RESOURCES INC

Merged timeline of congressional filings and notable-manager moves on BEN
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-05-15	Gotham Asset Management 13F	trim	−1,581 sh
2026-05-15	Bridgewater Associates 13F	trim	−30,325 sh

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

11 members of Congress disclosed BEN — the congressional view ↗