Who holds BRticker 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 ↗

Broadridge Financial Solutions Inc - US · Equity · quarter ended 2026-03-31 · 10 members disclosed BR ↗

736

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

$14.0B

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

422

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

154

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 BR ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$1.8B	11,005,949	+481,311	add
2	VANGUARD CAPITAL MANAGEMENT LLC	$1.2B	7,592,770	—	no prior
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.0B	6,363,754	—	no prior
4	STATE STREET CORP	$900M	5,507,746	−487,095	trim
5	ALLIANCEBERNSTEIN L.P.	$829M	3,713,490	+66,606	add
6	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$549M	3,375,831	+2,665,222	add
7	Janus Henderson Group Ltd.	$404M	2,484,197	−150,731	trim
8	BARCLAYS PLC	$341M	2,098,938	+90,970	add
9	MORGAN STANLEY	$329M	2,026,373	−2,045,808	trim
10	Invesco Ltd.	$328M	2,018,494	+471,006	add
11	NORTHERN TRUST CORP	$292M	1,795,229	+120,790	add
12	AQR CAPITAL MANAGEMENT LLC	$263M	1,620,118	+1,282,877	add
13	STIFEL FINANCIAL CORP	$232M	1,427,892	−18,211	trim
14	WELLS FARGO & COMPANY/MN	$173M	1,064,602	−22,836	trim
15	Amundi	$172M	1,059,021	+426,587	add
16	Navera Investment Management Ltd.	$170M	1,044,983	−40,313	trim
17	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$168M	1,033,396	+12,100	add
18	DIMENSIONAL FUND ADVISORS LP	$165M	1,015,271	+61,404	add
19	Mitsubishi UFJ Asset Management Co., Ltd.	$160M	984,588	−881,407	trim
20	MILLENNIUM MANAGEMENT LLC	$155M	954,197	+658,095	add
21	UBS Group AG	$134M	823,146	+350,761	add
22	Legal & General Group Plc	$132M	811,308	−44,302	trim
23	NORDEA INVESTMENT MANAGEMENT AB	$114M	700,470	+409,753	add
24	APG Asset Management N.V.	$109M	775,505	−108,759	trim
25	VANGUARD FIDUCIARY TRUST CO	$109M	672,011	—	no prior
26	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$98.8M	608,236	+608,236	new
27	BANK OF AMERICA CORP /DE/	$92.3M	568,358	−137,235	trim
28	DEUTSCHE BANK AG\	$92.0M	566,281	+79,217	add
29	Qube Research & Technologies Ltd	$84.6M	520,620	+116,132	add
30	ENVESTNET ASSET MANAGEMENT INC	$83.6M	514,497	+514,497	new
31	CIBC Bancorp USA Inc.	$74.2M	457,127	—	no prior
32	CANADA PENSION PLAN INVESTMENT BOARD	$73.7M	453,829	+245,727	add
33	BNP Paribas Asset Management Holding S.A.	$69.4M	427,072	+27,533	add
34	Corient Private Wealth LLC	$64.8M	397,021	−543,732	trim
35	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$62.8M	386,435	+320,022	add
36	Nuveen, LLC	$62.1M	381,923	−3,748	trim
37	RAYMOND JAMES FINANCIAL INC	$60.2M	370,446	−6,081	trim
38	TWO SIGMA INVESTMENTS, LP	$58.9M	362,597	+308,021	add
39	LPL Financial LLC	$57.4M	352,969	+18,030	add
40	Swiss National Bank	$55.6M	342,500	+22,500	add
41	Baird Financial Group, Inc.	$53.7M	330,560	+330,560	new
42	SCHWARTZ INVESTMENT COUNSEL INC	$51.3M	315,490	+68,140	add
43	EARNEST PARTNERS LLC	$48.4M	298,044	−8,651	trim
44	Capital International Investors	$48.4M	297,785	−531,823	trim
45	Man Group plc	$45.5M	279,827	+146,138	add
46	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$44.5M	273,611	−30,301	trim
47	PARNASSUS INVESTMENTS, LLC	$42.1M	258,836	−105,787	trim
48	HSBC HOLDINGS PLC	$41.6M	256,335	−197,791	trim
49	Vanguard Global Advisers, LLC	$41.6M	255,981	—	no prior
50	FRANKLIN RESOURCES INC	$39.7M	244,590	−172,598	trim
51	Vinva Investment Management Ltd	$39.5M	241,314	+228,421	add
52	ROYAL BANK OF CANADA	$39.0M	240,319	+240,319	new
53	VANGUARD ASSET MANAGEMENT, Ltd	$37.7M	232,150	—	no prior
54	CITADEL ADVISORS LLC	$37.6M	231,581	−246,663	trim
55	FIRST TRUST ADVISORS LP	$37.0M	227,485	+6,608	add
56	National Pension Service	$35.9M	221,131	+221,131	new
57	TEACHER RETIREMENT SYSTEM OF TEXAS	$31.5M	193,622	+120,564	add
58	BENJAMIN EDWARDS INC	$27.5M	169,150	−6,208	trim
59	ANCHOR CAPITAL ADVISORS LLC	$27.3M	168,219	+2,411	add
60	Pictet Asset Management Holding SA	$26.8M	164,722	+99,150	add
61	Engineers Gate Manager LP	$26.5M	163,392	+163,392	new
62	FMR LLC	$26.0M	160,317	+52,720	add
63	VICTORY CAPITAL MANAGEMENT INC	$26.0M	159,896	+43,162	add
64	ASR Vermogensbeheer N.V.	$25.9M	159,231	+8,633	add
65	TUDOR INVESTMENT CORP ET AL	$25.1M	154,410	+107,136	add
66	PRINCIPAL FINANCIAL GROUP INC	$24.4M	150,280	−131,872	trim
67	CITIGROUP INC	$23.2M	142,528	+49,054	add
68	Aberdeen Group plc	$23.1M	142,367	−1,510	trim
69	AMERICAN CENTURY COMPANIES INC	$22.9M	140,797	−91,664	trim
70	ZACKS INVESTMENT MANAGEMENT	$22.6M	139,375	+470	add
71	Focus Partners Wealth	$22.5M	138,021	−87,942	trim
72	Assenagon Asset Management S.A.	$21.6M	132,831	+127,473	add
73	MACKENZIE FINANCIAL CORP	$19.7M	121,075	+25,744	add
74	NATIXIS	$19.6M	120,376	+75,467	add
75	BANK OF MONTREAL /CAN/	$19.4M	119,386	+14,930	add
76	Universal- Beteiligungs- und Servicegesellschaft mbH	$18.9M	116,404	+12,138	add
77	Zurcher Kantonalbank (Zurich Cantonalbank)	$18.9M	116,353	+116,353	new
78	OSAIC HOLDINGS, INC.	$18.9M	116,125	+4,367	add
79	Eurizon Capital SGR S.p.A.	$18.6M	114,663	+28,473	add
80	ROYAL LONDON ASSET MANAGEMENT LTD	$18.2M	112,202	0	no change
81	EP Wealth Advisors, LLC	$18.2M	111,921	+8,090	add
82	Mirae Asset Global Investments Co., Ltd.	$17.5M	107,741	+85,535	add
83	Korea Investment CORP	$17.5M	107,688	+25,428	add
84	TD ASSET MANAGEMENT INC	$17.0M	104,783	+7,339	add
85	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$16.8M	103,638	+103,638	new
86	Gotham Asset Management, LLC	$16.8M	103,499	+35,210	add
87	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$16.8M	103,194	0	no change
88	STOREBRAND ASSET MANAGEMENT AS	$15.0M	92,460	—	no prior
89	COMMERCE BANK	$14.5M	89,549	+38,000	add
90	Distillate Capital Partners LLC	$14.4M	88,404	+88,404	new
91	Andra AP-fonden	$14.1M	86,900	+22,600	add
92	EULAV Asset Management	$14.0M	86,000	0	no change
93	Aptus Capital Advisors, LLC	$13.7M	84,029	−40,924	trim
94	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$13.6M	83,642	+39,500	add
95	SEI INVESTMENTS CO	$13.4M	82,393	+20,982	add
96	Quantinno Capital Management LP	$13.4M	82,252	−34,199	trim
97	ADAGE CAPITAL PARTNERS GP, L.L.C.	$13.4M	82,200	+800	add
98	Allianz Asset Management GmbH	$13.2M	81,547	+58,941	add
99	Swiss Life Asset Management Ltd	$12.7M	78,035	+42,091	add
100	ASSETMARK, INC	$12.6M	77,620	+34,658	add
101	Running Oak Capital LLC	$12.5M	76,849	+10,089	add
102	Hendershot Investments Inc.	$11.7M	72,218	+72,218	new
103	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$11.5M	70,679	+23,659	add
104	Squarepoint Ops LLC	$11.4M	70,410	+47,918	add
105	Aware Super Pty Ltd as trustee of Aware Super	$11.4M	69,979	—	no prior
106	VOYA INVESTMENT MANAGEMENT LLC	$11.2M	69,052	+14,045	add
107	Addenda Capital Inc.	$11.1M	67,918	+1,689	add
108	Moran Wealth Management, LLC	$11.1M	68,105	+68,105	new
109	STATE OF WISCONSIN INVESTMENT BOARD	$10.8M	66,522	+1,217	add
110	CIBC Asset Management Inc	$10.8M	66,243	−11,635	trim
111	FIFTH THIRD BANCORP	$10.5M	64,604	+43,048	add
112	Mariner, LLC	$10.4M	64,271	+34,208	add
113	MCRAE CAPITAL MANAGEMENT INC	$10.2M	62,772	+6,909	add
114	MATTERN CAPITAL MANAGEMENT, LLC	$10.2M	62,643	+18,333	add
115	TRUIST FINANCIAL CORP	$10.1M	62,007	−2,655	trim
116	Cerity Partners LLC	$10.0M	61,806	+41,092	add
117	TWINBEECH CAPITAL LP	$10.0M	61,683	+61,683	new
118	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$9.9M	60,985	+41,425	add
119	LBP AM SA	$9.8M	60,215	−6,168	trim
120	Vanguard Investments Australia, Ltd.	$9.5M	58,473	—	no prior
121	KING LUTHER CAPITAL MANAGEMENT CORP	$9.4M	57,581	−199,524	trim
122	Chevy Chase Trust Holdings, LLC	$9.3M	57,517	−1,714	trim
123	ProShare Advisors LLC	$9.1M	56,248	+5,427	add
124	FIRST NATIONAL BANK OF OMAHA	$9.1M	56,092	+3,454	add
125	PRUDENTIAL FINANCIAL INC	$9.0M	55,293	−1,271	trim
126	ICICI Prudential Asset Management Co Ltd	$8.9M	54,650	+20,800	add
127	Crossmark Global Holdings, Inc.	$8.9M	54,584	—	no prior
128	Asset Management One Co., Ltd.	$8.9M	54,551	−297	trim
129	Qsemble Capital Management, LP	$8.7M	53,813	+53,813	new
130	Tidal Investments LLC	$8.6M	52,640	+52,640	new
131	ExodusPoint Capital Management, LP	$8.5M	52,336	+21,800	add
132	GHP Investment Advisors, Inc.	$8.5M	52,021	−5,835	trim
133	Creative Planning	$8.4M	51,657	+19,664	add
134	Varma Mutual Pension Insurance Co	$8.3M	50,900	−15,000	trim
135	UNIVEST FINANCIAL Corp	$8.2M	50,636	+50,636	new
136	Advisors Asset Management, Inc.	$8.2M	50,210	−7,254	trim
137	Investment Management Corp of Ontario	$8.1M	49,741	+38,610	add
138	Empowered Funds, LLC	$7.9M	48,430	+11,152	add
139	Tredje AP-fonden	$7.3M	44,849	+35,481	add
140	US BANCORP \DE\	$7.1M	43,599	−2,214	trim
141	NOVARE CAPITAL MANAGEMENT LLC	$6.8M	41,603	+41,603	new
142	Danica Pension, Livsforsikringsaktieselskab	$6.6M	40,535	+40,535	new
143	Signal Advisors Wealth, LLC	$6.6M	40,519	+3,613	add
144	Y-Intercept (Hong Kong) Ltd	$6.5M	40,211	+22,272	add
145	NOMURA ASSET MANAGEMENT CO LTD	$6.4M	39,354	+350	add
146	Crown Oak Advisors, LLC	$6.2M	38,414	+794	add
147	Resona Asset Management Co.,Ltd.	$6.2M	38,206	+2,125	add
148	State of New Jersey Common Pension Fund D	$6.2M	37,965	0	no change
149	Vision Capital Management, Inc.	$6.2M	37,898	+167	add
150	Lansforsakringar Fondforvaltning AB (publ)	$6.1M	37,379	+17	add
151	Cetera Investment Advisers	$6.0M	37,127	−658	trim
152	XTX Topco Ltd	$5.8M	35,699	+35,699	new
153	New Age Alpha Advisors, LLC	$5.8M	35,631	−1,280	trim
154	EFG International AG	$5.8M	35,614	+1,508	add
155	SEB Asset Management AB	$5.7M	35,091	—	no prior
156	HighTower Advisors, LLC	$5.7M	35,037	−8,540	trim
157	Northstar Group, Inc.	$5.7M	34,790	−626	trim
158	TORONTO DOMINION BANK	$5.6M	34,647	−30,933	trim
159	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$5.6M	36,977	+140	add
160	XPONANCE LLC	$5.4M	33,262	+2,724	add
161	LEVEL FOUR ADVISORY SERVICES, LLC	$5.4M	33,190	+8,683	add
162	NATIONAL BANK OF CANADA /FI/	$5.3M	32,848	−135,572	trim
163	MML INVESTORS SERVICES, LLC	$5.3M	32,806	−7,430	trim
164	CWM, LLC	$5.3M	32,512	+24,635	add
165	Marks Group Wealth Management, Inc	$5.2M	32,159	−1,020	trim
166	Swedbank AB	$5.2M	31,911	0	no change
167	Czech National Bank	$5.2M	31,796	+1,016	add
168	Arizona State Retirement System	$5.2M	31,720	−308	trim
169	EVEXIA WEALTH LLC	$5.1M	32,725	+10,543	add
170	Rockefeller Capital Management L.P.	$5.1M	31,647	−2,746	trim
171	Berger Financial Group, Inc	$5.1M	31,343	+31,343	new
172	WESTPAC BANKING CORP	$5.0M	31,062	+19,690	add
173	CITIZENS FINANCIAL GROUP INC/RI	$5.0M	30,567	−88,811	trim
174	STATE OF MICHIGAN RETIREMENT SYSTEM	$4.9M	30,460	−100	trim
175	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$4.9M	30,014	−11,762	trim
176	Bryn Mawr Trust Advisors, LLC	$4.7M	29,207	+5,343	add
177	KESTRA PRIVATE WEALTH SERVICES, LLC	$4.7M	29,048	+155	add
178	USS Investment Management Ltd	$4.7M	28,820	+7,050	add
179	BROWN ADVISORY INC	$4.6M	28,257	+796	add
180	BRADY FAMILY WEALTH, LLC	$4.5M	27,785	+2,182	add
181	MAI Capital Management	$4.5M	27,485	−8,010	trim
182	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$4.4M	27,196	+44	add
183	Walleye Capital LLC	$4.4M	27,164	+27,164	new
184	IEQ CAPITAL, LLC	$4.4M	27,048	+23,502	add
185	IFM Investors Pty Ltd	$4.4M	26,911	−2,524	trim
186	Mitsubishi UFJ Trust & Banking Corp	$4.2M	26,129	+23,714	add
187	Counterpoint Mutual Funds LLC	$4.2M	25,917	+25,917	new
188	MERCER GLOBAL ADVISORS INC /ADV	$4.2M	25,753	+10,738	add
189	CREDIT AGRICOLE S A	$4.1M	25,245	+837	add
190	Daiwa Securities Group Inc.	$4.1M	25,199	+1,149	add
191	Retirement Systems of Alabama	$4.0M	24,792	−41	trim
192	Robeco Institutional Asset Management B.V.	$4.0M	24,749	+363	add
193	M&T BANK CORP	$4.0M	24,448	−398	trim
194	Pathstone Holdings, LLC	$4.0M	24,398	+1,519	add
195	FIRST FOUNDATION ADVISORS	$3.8M	23,620	+23,620	new
196	Occidental Asset Management, LLC	$3.8M	23,371	+23,371	new
197	Tactive Advisors, LLC	$3.8M	23,340	+23,340	new
198	Hamilton Point Investment Advisors, LLC	$3.8M	23,060	−88	trim
199	BLAIR WILLIAM & CO/IL	$3.7M	23,049	−8,099	trim
200	Woodline Partners LP	$3.7M	22,867	+2,951	add
201	Oak Thistle LLC	$3.7M	22,644	+14,602	add
202	CAXTON ASSOCIATES LLP	$3.7M	22,592	+22,592	new
203	HORIZON KINETICS ASSET MANAGEMENT LLC	$3.6M	22,176	+1,753	add
204	BONTEMPO OHLY CAPITAL MGMT LLC	$3.5M	21,726	+2,831	add
205	GRIFFIN ASSET MANAGEMENT, INC.	$3.5M	21,408	+61	add
206	Bell Asset Management Ltd	$3.4M	20,753	+2,976	add
207	COMMONWEALTH EQUITY SERVICES, LLC	$3.4M	20,737	−1,732	trim
208	Stratos Wealth Partners, LTD.	$3.1M	19,143	−527	trim
209	BURNEY CO/	$3.1M	19,122	−123	trim
210	Utah Retirement Systems	$3.1M	18,917	−334	trim
211	Voleon Capital Management LP	$3.1M	18,818	+18,818	new
212	PUBLIC SECTOR PENSION INVESTMENT BOARD	$3.0M	18,769	+3,629	add
213	Suncoast Equity Management	$3.0M	18,437	−9,110	trim
214	Vanguard Personalized Indexing Management, LLC	$3.0M	18,255	+3,525	add
215	OCCUDO QUANTITATIVE STRATEGIES LP	$3.0M	19,183	+19,183	new
216	BANK OF NOVA SCOTIA	$2.9M	18,142	−2,077	trim
217	NORTHSTAR ASSET MANAGEMENT INC	$2.9M	17,796	−14,312	trim
218	Wilmington Savings Fund Society, FSB	$2.9M	17,793	+2,058	add
219	Ensign Peak Advisors, Inc	$2.9M	17,754	−1,895	trim
220	Rakuten Investment Management, Inc.	$2.9M	17,620	+2,028	add
221	Railway Pension Investments Ltd	$2.9M	17,700	0	no change
222	PARSONS CAPITAL MANAGEMENT INC/RI	$2.9M	17,563	+212	add
223	&PARTNERS	$2.8M	17,498	+17,498	new
224	Steward Partners Investment Advisory, LLC	$2.8M	17,474	−492	trim
225	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$2.8M	17,334	+387	add
226	Bleakley Financial Group, LLC	$2.8M	17,141	+1,552	add
227	Callan Family Office, LLC	$2.8M	17,038	+1,531	add
228	Security National Bank	$2.8M	17,018	−80	trim
229	Strong Retirement Solutions LLC	$2.7M	16,792	+4,910	add
230	NEOS Investment Management LLC	$2.7M	16,759	+1,693	add
231	FORA Capital, LLC	$2.6M	16,163	+16,163	new
232	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$2.6M	16,087	−4,589	trim
233	Merit Financial Group, LLC	$2.6M	16,074	+6,235	add
234	Candriam S.C.A.	$2.6M	16,045	0	no change
235	Sanctuary Advisors, LLC	$2.6M	15,826	+1,347	add
236	Atria Investments, Inc	$2.6M	15,777	−10,749	trim
237	NISSAY ASSET MANAGEMENT CORP /JAPAN	$2.5M	15,501	+224	add
238	CVFG LLC	$2.5M	15,157	+15,157	new
239	Elo Mutual Pension Insurance Co	$2.5M	15,092	−9,765	trim
240	Sumitomo Mitsui DS Asset Management Company, Ltd	$2.5M	15,085	−5,054	trim
241	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$2.4M	15,051	+10,437	add
242	NewEdge Advisors, LLC	$2.4M	15,012	+15,012	new
243	GUARDIAN WEALTH ADVISORS, LLC / NC	$2.4M	14,797	+136	add
244	Birch Hill Investment Advisors LLC	$2.4M	14,795	+5,882	add
245	SCHRODER INVESTMENT MANAGEMENT GROUP	$2.4M	14,463	−20,384	trim
246	OPPENHEIMER ASSET MANAGEMENT INC.	$2.3M	14,142	+1,878	add
247	UniSuper Management Pty Ltd	$2.3M	14,108	+668	add
248	Edgestream Partners, L.P.	$2.2M	13,716	+13,716	new
249	Modern Wealth Management, LLC	$2.2M	13,843	−299	trim
250	Concurrent Investment Advisors, LLC	$2.2M	13,534	−3,512	trim
251	COLDSTREAM CAPITAL MANAGEMENT INC	$2.2M	13,466	+2,594	add
252	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.2M	13,383	+13,383	new
253	INTRUST BANK NA	$2.2M	13,324	−1,299	trim
254	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$2.1M	13,023	+7,887	add
255	First National Advisers, LLC	$2.1M	12,971	−726	trim
256	R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC	$2.1M	12,900	0	no change
257	QUADRANT CAPITAL GROUP LLC	$2.1M	12,893	+9,433	add
258	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$2.1M	12,800	+1,100	add
259	MACQUARIE GROUP LTD	$2.1M	12,771	−11,092	trim
260	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.0M	12,421	−117	trim
261	OP Asset Management Ltd	$2.0M	12,292	—	no prior
262	PINNACLE ASSOCIATES LTD	$2.0M	12,071	0	no change
263	DAVENPORT & Co LLC	$1.9M	11,863	+10,119	add
264	Roundview Capital LLC	$1.9M	11,739	−1,615	trim
265	Summit Trail Advisors, LLC	$1.9M	11,504	+6,950	add
266	HBK Sorce Advisory LLC	$1.9M	12,403	−985	trim
267	FLPUTNAM INVESTMENT MANAGEMENT CO	$1.9M	11,389	−1,202	trim
268	AXQ CAPITAL, LP	$1.8M	11,367	+8,177	add
269	FEDERATED HERMES, INC.	$1.8M	11,232	−41,927	trim
270	Kestra Advisory Services, LLC	$1.8M	11,103	−807	trim
271	Siemens Fonds Invest GmbH	$1.8M	11,013	0	no change
272	FIDUCIARY TRUST CO	$1.8M	11,001	+873	add
273	Apollon Wealth Management, LLC	$1.8M	10,982	−30,859	trim
274	WEALTHEDGE INVESTMENT ADVISORS, LLC	$1.8M	10,865	+10,865	new
275	Kintegral Advisory, LLC	$1.7M	10,704	−475	trim
276	QRG CAPITAL MANAGEMENT, INC.	$1.7M	10,737	+10,737	new
277	PANAGORA ASSET MANAGEMENT INC	$1.7M	10,628	+18	add
278	Machina Capital S.A.S.	$1.7M	10,538	+3,868	add
279	Mraz, Amerine & Associates, Inc.	$1.7M	10,499	+10,499	new
280	NAPLES GLOBAL ADVISORS, LLC	$1.7M	10,119	+1,833	add
281	Tower Research Capital LLC (TRC)	$1.6M	9,962	+6,759	add
282	ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC	$1.6M	9,956	−418	trim
283	AIGEN INVESTMENT MANAGEMENT, LP	$1.6M	9,883	+9,883	new
284	REGIONS FINANCIAL CORP	$1.6M	9,736	−1,287	trim
285	Lido Advisors, LLC	$1.6M	9,556	−16,502	trim
286	Sivia Capital Partners, LLC	$1.6M	9,551	+9,551	new
287	Millington Financial Advisors, LLC	$1.5M	9,905	+139	add
288	WELLINGTON MANAGEMENT GROUP LLP	$1.5M	9,392	+1,282	add
289	Schonfeld Strategic Advisors LLC	$1.5M	9,249	+9,249	new
290	Equitable Holdings, Inc.	$1.5M	8,022	+5,401	add
291	TWO SIGMA SECURITIES, LLC	$1.5M	9,057	+9,057	new
292	Avanza Fonder AB	$1.5M	8,940	0	no change
293	PRUDENTIAL PLC	$1.4M	8,881	−11,430	trim
294	Fideuram Asset Management (Ireland) dac	$1.4M	6,544	+6,512	add
295	Prospera Financial Services Inc	$1.4M	8,812	+4,033	add
296	Lantz Financial LLC	$1.4M	8,807	−388	trim
297	Zurich Insurance Group Ltd/FI	$1.4M	8,700	0	no change
298	Bank Julius Baer & Co. Ltd, Zurich	$1.4M	8,611	−7,513	trim
299	PRINCIPAL SECURITIES, INC.	$1.4M	8,632	+2,163	add
300	Lee Financial Co	$1.4M	8,613	+1,167	add
301	Norinchukin Bank, The	$1.4M	8,428	+20	add
302	ALPS ADVISORS INC	$1.3M	8,304	+576	add
303	Generali Asset Management SPA SGR	$1.3M	8,234	−8,601	trim
304	Kesler, Norman & Wride, LLC	$1.3M	8,156	+1,067	add
305	SummitTX Capital, L.P.	$1.3M	8,153	+8,153	new
306	Nicholson Wealth Management Group, LLC	$1.3M	8,045	+510	add
307	Wealthfront Advisers LLC	$1.3M	8,039	−6,327	trim
308	Simplicity Wealth,LLC	$1.3M	7,926	+1,506	add
309	HUB Investment Partners, LLC	$1.3M	7,888	−593	trim
310	Bridgefront Capital, LLC	$1.3M	7,798	+7,798	new
311	Koshinski Asset Management, Inc.	$1.2M	7,677	+839	add
312	Rafferty Asset Management, LLC	$1.2M	7,599	−2,800	trim
313	Sentry LLC	$1.2M	7,388	−560	trim
314	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$1.2M	7,368	+7,368	new
315	World Investment Advisors	$1.2M	7,355	+2,257	add
316	JOHNSON INVESTMENT COUNSEL INC	$1.2M	7,345	−8	trim
317	Knollwood Investment Advisory, LLC	$1.2M	7,343	0	no change
318	1832 Asset Management L.P.	$1.2M	7,274	−320	trim
319	STEPHENS INC /AR/	$1.2M	6,660	+1,228	add
320	FIRST NATIONAL TRUST CO	$1.2M	7,200	−1	trim
321	Sierra Legacy Group	$1.2M	7,176	+5,176	add
322	INTECH INVESTMENT MANAGEMENT LLC	$1.2M	7,124	+1,781	add
323	LAZARD ASSET MANAGEMENT LLC	$1.2M	7,099	+7,099	new
324	MIZUHO SECURITIES USA LLC	$1.1M	7,058	−1,441	trim
325	BOYAR ASSET MANAGEMENT INC.	$1.1M	7,053	0	no change
326	Atlantic Union Bankshares Corp	$1.1M	7,037	0	no change
327	RWA WEALTH PARTNERS, LLC	$1.1M	7,019	−139	trim
328	Dai-ichi Life Insurance Company, Ltd	$1.1M	6,928	+787	add
329	ABN AMRO INVESTMENT SOLUTIONS	$1.1M	6,789	+596	add
330	Trueblood Wealth Management, LLC	$1.1M	6,559	−173	trim
331	Brevan Howard Capital Management LP	$1.0M	6,439	+2,003	add
332	Jacobi Capital Management LLC	$1.0M	6,417	+2,622	add
333	Investors Research Corp	$1.0M	6,350	+6,298	add
334	BOOTHBAY FUND MANAGEMENT, LLC	$1.0M	6,220	+3,269	add
335	JANE STREET GROUP, LLC	$995K	6,121	+2,262	add
336	Aquatic Capital Management LLC	$992K	6,106	−4,836	trim
337	Metis Global Partners, LLC	$992K	6,104	−412	trim
338	Board of the Pension Protection Fund	$975K	6,000	+5,900	add
339	HB Wealth Management, LLC	$965K	5,938	+786	add
340	Western Wealth Management, LLC	$959K	5,902	+5,902	new
341	Summit Financial, LLC	$957K	5,852	+84	add
342	Cannell & Spears LLC	$956K	5,885	+8	add
343	CRAWFORD INVESTMENT COUNSEL INC	$956K	5,881	−100	trim
344	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$955K	5,879	+5,274	add
345	SNS Financial Group, LLC	$949K	5,804	+238	add
346	Allspring Global Investments Holdings, LLC	$942K	5,887	+137	add
347	OSSIAM	$935K	5,757	+1,589	add
348	Brooklyn Investment Group	$933K	5,744	+3,665	add
349	Federation des caisses Desjardins du Quebec	$932K	5,737	−21,078	trim
350	Advocacy Wealth Management, LLC	$931K	5,732	+1,353	add
351	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$921K	5,667	+393	add
352	Maryland State Retirement & Pension System	$920K	5,664	0	no change
353	TCTC Holdings, LLC	$909K	5,597	+50	add
354	Beacon Pointe Advisors, LLC	$909K	5,592	+3,949	add
355	Vident Advisory, LLC	$908K	5,591	+859	add
356	INCEPTIONR LLC	$906K	5,579	+5,579	new
357	OMERS ADMINISTRATION Corp	$900K	5,539	+1,314	add
358	Ashton Thomas Private Wealth, LLC	$878K	5,404	−2,677	trim
359	Illinois Municipal Retirement Fund	$874K	5,381	−2,535	trim
360	Vise Technologies, Inc.	$862K	3,863	0	no change
361	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$855K	5,262	+5,262	new
362	Laird Norton Wetherby Trust Company, LLC	$841K	5,143	−3,078	trim
363	Curi Capital, LLC	$832K	5,104	+3,431	add
364	Biltmore Family Office, LLC	$830K	5,080	+1,050	add
365	BHK Investment Advisors, LLC	$813K	5,003	+1,932	add
366	Independent Advisor Alliance	$813K	5,003	−12,993	trim
367	OFI INVEST ASSET MANAGEMENT	$810K	4,984	+1,239	add
368	iSAM Funds (UK) Ltd	$796K	4,900	+1,981	add
369	MUFG Securities EMEA plc	$777K	4,785	0	no change
370	FIRST CITIZENS BANK & TRUST CO	$774K	4,763	−982	trim
371	XXI WEALTH, LLC	$767K	4,720	−1,218	trim
372	Envestnet Portfolio Solutions, Inc.	$764K	4,704	+4,704	new
373	Union Bancaire Privee, UBP SA	$763K	4,925	+1,393	add
374	Osmosis Investment Management UK Ltd	$759K	4,646	+1,148	add
375	Buttonwood Financial Advisors Inc.	$746K	4,594	+4,594	new
376	PFG Investments, LLC	$745K	4,587	+345	add
377	Savant Capital, LLC	$740K	4,557	−451	trim
378	Quadrature Capital Ltd	$731K	4,501	+4,501	new
379	Sequoia Financial Advisors, LLC	$723K	4,450	+1,204	add
380	East Coast Asset Management, LLC.	$721K	4,438	0	no change
381	Waverly Advisors, LLC	$717K	4,414	+2,313	add
382	Orion Porfolio Solutions, LLC	$711K	4,374	−7,575	trim
383	TOKIO MARINE ASSET MANAGEMENT CO LTD	$694K	4,273	0	no change
384	Ballentine Partners, LLC	$693K	4,267	+2,457	add
385	Vestmark Advisory Solutions, Inc.	$673K	4,140	−1,872	trim
386	Focus Partners Advisor Solutions, LLC	$672K	4,136	+4,136	new
387	Morningstar Investment Management LLC	$668K	4,114	+1,212	add
388	Bank OZK	$650K	4,000	0	no change
389	Vanguard National Trust Co	$650K	4,000	—	no prior
390	NOMURA HOLDINGS INC	$649K	3,997	+2,049	add
391	Polymer Capital Management (US) LLC	$649K	3,994	+3,994	new
392	Coastal Bridge Advisors, LLC	$646K	3,975	−23	trim
393	RITHOLTZ WEALTH MANAGEMENT	$641K	3,945	+1,640	add
394	Empirical Finance, LLC	$639K	3,934	−4	trim
395	Larson Financial Group LLC	$638K	3,924	+2,925	add
396	Nordwand Advisors, LLC	$634K	3,903	−13,632	trim
397	WELCH & FORBES LLC	$634K	3,900	0	no change
398	ABLE Financial Group, LLC	$630K	3,875	+536	add
399	DT Investment Partners, LLC	$629K	3,870	0	no change
400	Lord & Richards Wealth Management, LLC	$617K	3,798	+45	add
401	OPPENHEIMER & CO INC	$612K	3,766	−193	trim
402	KEYBANK NATIONAL ASSOCIATION/OH	$609K	3,751	+297	add
403	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$607K	3,736	+6	add
404	BUCKHEAD CAPITAL MANAGEMENT LLC	$585K	3,599	0	no change
405	Cynosure Group, LLC	$584K	3,592	−1,920	trim
406	Accredited Investors Inc.	$583K	3,587	−68	trim
407	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$582K	3,583	−8	trim
408	United Advisor Group, LLC	$581K	3,578	+285	add
409	Atlas Legacy Advisors, LLC	$574K	3,534	+90	add
410	Meiji Yasuda Asset Management Co Ltd.	$567K	3,487	+685	add
411	MISSION WEALTH MANAGEMENT, LP	$553K	3,403	+86	add
412	North Dakota State Investment Board	$547K	3,368	−628	trim
413	Smallwood Wealth Investment Management, LLC	$547K	3,363	−402	trim
414	Graham Capital Management, L.P.	$546K	3,359	+1,708	add
415	Mirabaud Asset Management Ltd	$546K	3,338	−5,269	trim
416	EXCHANGE TRADED CONCEPTS, LLC	$544K	3,347	+1,307	add
417	Meeder Advisory Services, Inc.	$540K	3,321	+500	add
418	CHOREO, LLC	$537K	3,283	+3,283	new
419	D.B. Root & Company, LLC	$536K	3,300	+60	add
420	MCF Advisors LLC	$535K	3,275	—	no prior
421	CWS Financial Advisors, LLC	$534K	3,286	+233	add
422	Triangle Securities Wealth Management	$531K	3,270	−486	trim
423	JACOBS LEVY EQUITY MANAGEMENT, INC	$527K	3,246	0	no change
424	Caprock Group, LLC	$520K	3,172	+1,374	add
425	Bridgewater Advisors Inc.	$511K	3,614	+53	add
426	SECURIAN ASSET MANAGEMENT, INC	$510K	3,140	0	no change
427	EVOLVE PRIVATE WEALTH, LLC	$493K	3,034	+727	add
428	Legacy Capital Wealth Partners, LLC	$490K	3,014	+101	add
429	Blueshift Asset Management, LLC	$483K	2,972	+2,972	new
430	Mutual Advisors, LLC	$471K	2,897	+359	add
431	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$458K	2,820	−1,061	trim
432	Premier Path Wealth Partners, LLC	$458K	2,819	+2,819	new
433	Rehmann Capital Advisory Group	$457K	2,811	+695	add
434	Gibbs Wealth Management	$457K	2,811	+412	add
435	Vontobel Holding Ltd.	$455K	2,801	−95	trim
436	Clarus Group, Inc.	$452K	2,780	+11	add
437	Gallacher Capital Management LLC	$448K	2,759	+2,759	new
438	EVERGREEN CAPITAL MANAGEMENT LLC	$441K	2,703	+1,230	add
439	First Heartland Consultants, Inc.	$437K	2,688	+19	add
440	WealthTrust Axiom LLC	$436K	2,681	0	no change
441	Brown Miller Wealth Management, LLC	$432K	2,661	+53	add
442	Jefferies Financial Group Inc.	$425K	2,614	+2,614	new
443	Allworth Financial LP	$421K	2,588	−30,560	trim
444	GATEWAY INVESTMENT ADVISERS LLC	$418K	2,574	+744	add
445	NewEdge Wealth, LLC	$418K	2,573	−2,328	trim
446	ARWA LLC	$411K	2,654	−2,828	trim
447	SWMG, LLC	$401K	2,466	−1,533	trim
448	Tyche Wealth Partners LLC	$399K	2,457	+9	add
449	NorthCrest Asset Manangement, LLC	$398K	2,471	+2,471	new
450	Segment Wealth Management, LLC	$394K	2,425	+54	add
451	Composition Wealth, LLC	$392K	2,413	+199	add
452	Sunburst Financial Group, LLC	$388K	2,388	+514	add
453	Baker Avenue Asset Management, LP	$386K	2,375	−139	trim
454	MIRABELLA FINANCIAL SERVICES LLP	$385K	2,372	+2,372	new
455	CHICAGO TRUST Co NA	$384K	2,364	−368	trim
456	SeaBridge Investment Advisors LLC	$381K	2,344	0	no change
457	Walleye Trading LLC	$379K	2,335	+2,335	new
458	ROCKLAND TRUST CO	$378K	2,328	−105	trim
459	MATHER GROUP, LLC.	$377K	2,320	+300	add
460	DIVIDEND ASSETS CAPITAL, LLC	$376K	2,313	0	no change
461	SILVER OAK SECURITIES, INCORPORATED	$368K	2,267	+402	add
462	SIGNATUREFD, LLC	$365K	2,249	+334	add
463	Compound Planning, Inc.	$359K	2,208	−3,361	trim
464	Chicago Partners Investment Group LLC	$359K	2,232	+1,065	add
465	Compass Ion Advisors, LLC	$355K	2,187	+375	add
466	Arax Advisory Partners	$355K	2,189	+1,241	add
467	Sowell Financial Services LLC	$353K	2,170	−264	trim
468	Tailwinds Wealth, LLC	$349K	2,149	−504	trim
469	Sompo Asset Management Co., Ltd.	$348K	2,140	+30	add
470	6th Street Advisors, LLC	$346K	2,119	—	no prior
471	Baker Ellis Asset Management LLC	$346K	2,131	0	no change
472	Advisory Alpha, LLC	$345K	2,122	+567	add
473	Wedmont Private Capital	$340K	2,110	−476	trim
474	Wellington Grp LLC	$339K	2,086	—	no prior
475	D.A. DAVIDSON & CO.	$339K	2,084	+2,084	new
476	E6 Portfolios, LLC	$333K	2,047	+40	add
477	J. Safra Sarasin Holding AG	$330K	2,031	+239	add
478	111 Capital	$329K	2,027	+2,027	new
479	Pure Financial Advisors, LLC	$328K	2,019	+1,097	add
480	Capital International, Inc./CA/	$328K	2,016	+2,016	new
481	ELEVATION POINT WEALTH PARTNERS, LLC	$327K	2,005	−388	trim
482	Qtron Investments LLC	$326K	2,004	+3	add
483	Leeward Financial Partners, LLC	$325K	2,000	0	no change
484	Spire Wealth Management	$324K	1,997	+11	add
485	PATTON FUND MANAGEMENT, INC.	$322K	1,980	+1,006	add
486	GROUPAMA ASSET MANAGMENT	$317K	1,948	−4,523	trim
487	Maridea Wealth Management LLC	$314K	1,932	+462	add
488	EntryPoint Capital, LLC	$313K	1,925	+1,925	new
489	CHILDRESS CAPITAL ADVISORS, LLC	$312K	1,919	+472	add
490	Brookstone Capital Management	$310K	1,910	+1,910	new
491	NORDEN GROUP LLC	$310K	1,907	−282	trim
492	Diversified Enterprises, LLC	$310K	1,905	+302	add
493	Baron Wealth Management LLC	$309K	1,903	+954	add
494	KFG WEALTH MANAGEMENT, LLC	$308K	1,897	+148	add
495	MONECO ADVISORS, LLC	$304K	1,871	+134	add
496	Smith Group Asset Management, LLC	$301K	1,850	+1,850	new
497	Verition Fund Management LLC	$300K	1,848	−6,083	trim
498	DAYMARK WEALTH PARTNERS, LLC	$299K	1,838	+863	add
499	U.S. Capital Wealth Advisors, LLC	$298K	1,835	−190	trim
500	Texas Capital Bank Wealth Management Services Inc	$297K	1,830	+211	add

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

Congress ↔ notable managers · BR

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

Congress · last 90 days

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

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

Notable managers · quarter ended 2026-03-31

Adding: 3 Tudor Investment Corp, Gotham Asset Management, Caxton Associates $45.6M held
Trimming: 1 Bridgewater Associates $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · Broadridge Financial Solutions Inc - US

Merged timeline of congressional filings and notable-manager moves on BR
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-07-02	Gilbert Ray Cisneros, Jr. Congress	Purchase	$1K–$15K
2026-05-15	Tudor Investment Corp 13F	add	+107,136 sh
2026-05-15	Gotham Asset Management 13F	add	+35,210 sh
2026-05-15	Bridgewater Associates 13F	exit	−21,352 sh
2026-05-14	Caxton Associates 13F	new	+22,592 sh

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

10 members of Congress disclosed BR — the congressional view ↗