Who holds CBOEticker 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 ↗

CBOE GLOBAL MKTS INC · COM · quarter ended 2026-03-31 · 7 members disclosed CBOE ↗

726

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

$21.9B

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

377

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 CBOE ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$3.0B	10,511,390	+612,954	add
2	VANGUARD CAPITAL MANAGEMENT LLC	$1.9B	6,797,434	—	no prior
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.5B	5,241,096	—	no prior
4	STATE STREET CORP	$1.4B	4,976,866	−1,716	trim
5	FMR LLC	$1.3B	4,713,522	+361,723	add
6	ALLIANCEBERNSTEIN L.P.	$1.3B	5,061,323	−1,505,101	trim
7	MORGAN STANLEY	$942M	3,352,623	+661,461	add
8	Invesco Ltd.	$667M	2,371,298	+440,026	add
9	NORTHERN TRUST CORP	$374M	1,330,890	−71,398	trim
10	Janus Henderson Group Ltd.	$374M	1,328,924	−12,885	trim
11	FIRST TRUST ADVISORS LP	$342M	1,215,559	−198,425	trim
12	RENAISSANCE TECHNOLOGIES LLC	$309M	1,100,506	−38,900	trim
13	DEUTSCHE BANK AG\	$300M	1,068,681	+120,214	add
14	Amundi	$269M	958,826	−22,894	trim
15	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$263M	935,822	+43,625	add
16	NORDEA INVESTMENT MANAGEMENT AB	$254M	904,379	−43,505	trim
17	BANK OF AMERICA CORP /DE/	$211M	750,833	+68,742	add
18	Legal & General Group Plc	$207M	737,995	−52,013	trim
19	MACKENZIE FINANCIAL CORP	$199M	708,333	+182,811	add
20	VIKING GLOBAL INVESTORS LP	$193M	688,417	+688,417	new
21	DIMENSIONAL FUND ADVISORS LP	$189M	672,704	+5,168	add
22	UBS Group AG	$182M	646,201	−270,661	trim
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$176M	625,425	+23,127	add
24	AQR CAPITAL MANAGEMENT LLC	$175M	622,292	+188,050	add
25	VANGUARD FIDUCIARY TRUST CO	$166M	588,928	—	no prior
26	Allianz Asset Management GmbH	$165M	587,869	+544,506	add
27	Robeco Institutional Asset Management B.V.	$158M	561,709	+107,956	add
28	Clark Capital Management Group, Inc.	$150M	534,514	+15,466	add
29	BAHL & GAYNOR INC	$125M	443,411	+100,551	add
30	HORIZON KINETICS ASSET MANAGEMENT LLC	$115M	410,066	+1,668	add
31	Nuveen, LLC	$107M	380,782	+48,512	add
32	1832 Asset Management L.P.	$98.8M	351,495	+222,795	add
33	TD ASSET MANAGEMENT INC	$98.6M	350,835	−14,584	trim
34	CREDIT AGRICOLE S A	$93.7M	333,528	−83,736	trim
35	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$92.1M	327,510	+327,510	new
36	BARCLAYS PLC	$90.3M	321,447	−80,477	trim
37	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$87.5M	311,301	−60,091	trim
38	NOMURA ASSET MANAGEMENT CO LTD	$84.8M	301,578	+259,736	add
39	PARNASSUS INVESTMENTS, LLC	$84.6M	301,076	−14,942	trim
40	HSBC HOLDINGS PLC	$83.5M	297,341	−279,819	trim
41	BNP Paribas Asset Management Holding S.A.	$83.4M	295,666	−35,457	trim
42	ANCHOR CAPITAL ADVISORS LLC	$81.7M	290,772	−6,573	trim
43	BANK OF MONTREAL /CAN/	$76.8M	273,353	−7,977	trim
44	RAYMOND JAMES FINANCIAL INC	$72.6M	258,345	+32,595	add
45	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$71.8M	255,400	−24,150	trim
46	ENVESTNET ASSET MANAGEMENT INC	$69.5M	247,432	+15,257	add
47	Point72 Asset Management, L.P.	$69.5M	247,092	+247,092	new
48	Mitsubishi UFJ Asset Management Co., Ltd.	$67.4M	239,634	+18,429	add
49	STEADFAST CAPITAL MANAGEMENT LP	$67.3M	239,300	+239,300	new
50	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$65.5M	233,074	+43,762	add
51	Vanguard Global Advisers, LLC	$64.9M	230,811	—	no prior
52	National Pension Service	$58.7M	208,786	+208,786	new
53	Vinva Investment Management Ltd	$58.5M	206,716	+86,777	add
54	GILDER GAGNON HOWE & CO LLC	$57.0M	202,940	−4,362	trim
55	CITIGROUP INC	$55.3M	196,723	+69,730	add
56	TEACHER RETIREMENT SYSTEM OF TEXAS	$53.7M	191,105	+186,510	add
57	LPL Financial LLC	$52.3M	186,069	−766	trim
58	ROYAL BANK OF CANADA	$52.3M	185,931	+41,098	add
59	VANGUARD ASSET MANAGEMENT, Ltd	$51.2M	182,013	—	no prior
60	Gotham Asset Management, LLC	$50.5M	179,717	+77,586	add
61	VICTORY CAPITAL MANAGEMENT INC	$50.2M	178,584	−2,987	trim
62	Qube Research & Technologies Ltd	$49.1M	174,522	−34,189	trim
63	TWO SIGMA INVESTMENTS, LP	$47.5M	169,087	−172,567	trim
64	Smith Group Asset Management, LLC	$44.3M	157,726	+10,586	add
65	Man Group plc	$42.3M	150,414	+25,683	add
66	PRINCIPAL FINANCIAL GROUP INC	$42.1M	149,824	+2,041	add
67	WELLS FARGO & COMPANY/MN	$41.2M	146,557	+10,149	add
68	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$40.0M	142,442	+49,700	add
69	Universal- Beteiligungs- und Servicegesellschaft mbH	$39.6M	141,119	+45,785	add
70	Holocene Advisors, LP	$36.9M	131,247	+123,468	add
71	AMERICAN CENTURY COMPANIES INC	$34.6M	123,024	+1,217	add
72	Caldwell Investment Management Ltd.	$33.4M	118,000	0	no change
73	Quantinno Capital Management LP	$33.1M	117,617	+25,990	add
74	CWM, LLC	$32.4M	115,114	−10,806	trim
75	Swedbank AB	$30.6M	108,784	0	no change
76	Aware Super Pty Ltd as trustee of Aware Super	$30.1M	107,260	—	no prior
77	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$29.4M	104,674	+100,538	add
78	Stack Financial Management, Inc	$28.9M	102,782	−861	trim
79	STOREBRAND ASSET MANAGEMENT AS	$27.8M	98,990	—	no prior
80	Aberdeen Group plc	$27.3M	97,127	+622	add
81	Perpetual Ltd	$26.4M	93,989	−9,310	trim
82	Corient Private Wealth LLC	$26.2M	93,502	−77,498	trim
83	McGuire Investment Group, LLC	$25.8M	91,701	−3,391	trim
84	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$25.7M	91,450	−873	trim
85	AVIVA PLC	$25.7M	91,263	+3,784	add
86	Rockefeller Capital Management L.P.	$25.6M	91,055	+2,396	add
87	Zurcher Kantonalbank (Zurich Cantonalbank)	$25.6M	91,005	+91,005	new
88	Arbejdsmarkedets Tillaegspension	$25.2M	89,500	−2,318	trim
89	Candriam S.C.A.	$24.3M	86,469	−34,208	trim
90	Illinois Municipal Retirement Fund	$23.9M	84,970	+2,184	add
91	PFA Pension, Forsikringsaktieselskab	$23.5M	83,627	+83,627	new
92	Northwest & Ethical Investments L.P.	$22.8M	81,021	+5,169	add
93	HighTower Advisors, LLC	$22.7M	80,729	+15,525	add
94	OSAIC HOLDINGS, INC.	$22.5M	80,193	+17,876	add
95	CIDEL ASSET MANAGEMENT INC	$22.3M	79,369	+8,402	add
96	Focus Partners Wealth	$22.2M	79,135	+465	add
97	Connor, Clark & Lunn Investment Management Ltd.	$21.8M	77,431	+30,233	add
98	VOYA INVESTMENT MANAGEMENT LLC	$21.2M	75,555	+1,868	add
99	HARMONY ASSET MANAGEMENT LLC	$20.8M	74,070	+74,070	new
100	JANE STREET GROUP, LLC	$20.8M	73,874	+45,327	add
101	BANTAMAC CAPITAL, LLC	$20.5M	72,800	−100	trim
102	SEI INVESTMENTS CO	$19.6M	69,859	+4,640	add
103	CIBC Asset Management Inc	$19.4M	68,955	+12,504	add
104	Dakota Wealth Management	$19.3M	68,488	+8,847	add
105	BURNEY CO/	$19.2M	68,281	−40,256	trim
106	Susquehanna Portfolio Strategies, LLC	$18.8M	66,753	0	no change
107	FEDERATED HERMES, INC.	$18.6M	66,284	+3,640	add
108	Cetera Investment Advisers	$18.4M	65,442	+822	add
109	Swiss Life Asset Management Ltd	$18.2M	64,876	+137	add
110	Pictet Asset Management Holding SA	$17.5M	62,252	−3,093	trim
111	Asset Management One Co., Ltd.	$17.5M	62,196	−98	trim
112	SCHRODER INVESTMENT MANAGEMENT GROUP	$17.3M	61,339	+52,849	add
113	AustralianSuper Pty Ltd	$17.3M	61,510	+61,510	new
114	STATE OF WISCONSIN INVESTMENT BOARD	$17.2M	61,070	−5,968	trim
115	BLAIR WILLIAM & CO/IL	$16.7M	59,498	−1,322	trim
116	STRATEGIC PLANNING GROUP, LLC	$16.2M	57,618	+57,618	new
117	Chevy Chase Trust Holdings, LLC	$15.7M	55,865	−1,502	trim
118	CITADEL ADVISORS LLC	$15.6M	55,524	−323,860	trim
119	Ensign Peak Advisors, Inc	$15.4M	54,810	+3,415	add
120	STANSBERRY ASSET MANAGEMENT, LLC	$15.4M	54,643	+533	add
121	ROYAL LONDON ASSET MANAGEMENT LTD	$15.3M	54,473	+1,575	add
122	Vanguard Investments Australia, Ltd.	$14.7M	52,221	—	no prior
123	Resona Asset Management Co.,Ltd.	$14.4M	51,263	+303	add
124	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$14.0M	49,690	+4,009	add
125	NATIONAL BANK OF CANADA /FI/	$13.9M	49,565	−5,025	trim
126	NatWest Group plc	$13.4M	47,548	+47,548	new
127	CANADA PENSION PLAN INVESTMENT BOARD	$13.1M	46,755	+20,700	add
128	Empowered Funds, LLC	$13.1M	46,661	+37,052	add
129	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$12.9M	45,824	+4,763	add
130	Mariner, LLC	$12.6M	44,858	−3,628	trim
131	Wilmington Savings Fund Society, FSB	$12.6M	44,814	−1,542	trim
132	Bank Julius Baer & Co. Ltd, Zurich	$12.6M	44,599	−14,884	trim
133	MARKEL GROUP INC.	$12.3M	43,700	+1,950	add
134	TORONTO DOMINION BANK	$11.8M	41,949	−4,073	trim
135	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$11.7M	33,802	−13,340	trim
136	SAWGRASS ASSET MANAGEMENT LLC	$11.7M	41,731	−1,269	trim
137	Tredje AP-fonden	$11.5M	40,991	−107,896	trim
138	Wealthfront Advisers LLC	$11.5M	40,919	+418	add
139	COMMONWEALTH EQUITY SERVICES, LLC	$11.4M	40,504	+380	add
140	Korea Investment CORP	$11.1M	39,572	−11,633	trim
141	BENJAMIN EDWARDS INC	$11.1M	39,450	+6,241	add
142	MML INVESTORS SERVICES, LLC	$10.9M	38,910	−2,402	trim
143	Lansforsakringar Fondforvaltning AB (publ)	$10.8M	38,498	+2,826	add
144	Railway Pension Investments Ltd	$10.6M	37,800	+37,800	new
145	Mirae Asset Global Investments Co., Ltd.	$10.3M	36,797	+3,714	add
146	Covea Finance	$10.1M	36,095	−4,105	trim
147	LAZARD ASSET MANAGEMENT LLC	$9.9M	35,334	+31,273	add
148	Dai-ichi Life Insurance Company, Ltd	$9.9M	35,314	−1,983	trim
149	FIFTH THIRD BANCORP	$9.9M	35,230	+31,881	add
150	HUB Investment Partners, LLC	$9.9M	35,219	+4,257	add
151	INTECH INVESTMENT MANAGEMENT LLC	$9.8M	34,862	−10,498	trim
152	State of New Jersey Common Pension Fund D	$9.7M	34,460	0	no change
153	Embree Financial Group	$9.6M	34,330	−2,942	trim
154	EDMOND DE ROTHSCHILD HOLDING S.A.	$9.3M	33,229	+33,229	new
155	CIBC Bancorp USA Inc.	$9.1M	32,395	—	no prior
156	Martin Investment Management, LLC	$9.1M	32,385	+473	add
157	STIFEL FINANCIAL CORP	$9.0M	32,174	+663	add
158	NATIXIS	$9.0M	32,096	+5,285	add
159	Ethic Inc.	$8.6M	30,735	+3,869	add
160	Gouws Capital LLC	$8.5M	30,236	−48	trim
161	Creative Planning	$8.4M	29,887	+9,197	add
162	PUBLIC SECTOR PENSION INVESTMENT BOARD	$8.4M	29,797	+3,106	add
163	Moran Wealth Management, LLC	$8.2M	29,328	+248	add
164	Tidal Investments LLC	$8.1M	28,961	+21,681	add
165	Vest Financial, LLC	$8.1M	28,657	+1,735	add
166	Chesley Taft & Associates LLC	$8.0M	28,563	−1,097	trim
167	ZACKS INVESTMENT MANAGEMENT	$8.0M	28,520	+9,989	add
168	STATE OF MICHIGAN RETIREMENT SYSTEM	$8.0M	28,503	−100	trim
169	Czech National Bank	$8.0M	28,500	+907	add
170	Arizona State Retirement System	$8.0M	28,435	−212	trim
171	Schonfeld Strategic Advisors LLC	$7.7M	27,268	+7,906	add
172	Baird Financial Group, Inc.	$7.6M	26,998	+26,998	new
173	Blue Zone Wealth Advisors, LLC	$7.4M	26,319	+277	add
174	Allspring Global Investments Holdings, LLC	$7.3M	25,895	−33,298	trim
175	RBA Wealth Management, LLC	$7.3M	25,821	+422	add
176	Rafferty Asset Management, LLC	$7.2M	25,441	−6,484	trim
177	Pathstone Holdings, LLC	$7.1M	25,382	+770	add
178	TRUIST FINANCIAL CORP	$7.1M	25,333	+702	add
179	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$6.9M	24,376	+35	add
180	Munro Partners	$6.8M	24,235	+24,235	new
181	ProShare Advisors LLC	$6.8M	24,166	−122	trim
182	Eurizon Capital SGR S.p.A.	$6.7M	23,829	−104,206	trim
183	SEB Asset Management AB	$6.7M	23,778	—	no prior
184	Lido Advisors, LLC	$6.7M	23,752	+256	add
185	First Washington CORP	$6.5M	22,965	+5,700	add
186	Vident Advisory, LLC	$6.4M	22,615	+14,879	add
187	Squarepoint Ops LLC	$6.3M	22,522	+19,737	add
188	Arvest Bank Trust Division	$6.3M	22,326	−273	trim
189	Retirement Systems of Alabama	$6.2M	22,223	−39	trim
190	Daiwa Securities Group Inc.	$6.2M	22,187	+935	add
191	IFM Investors Pty Ltd	$6.0M	21,506	+571	add
192	ALPS ADVISORS INC	$6.0M	21,346	−3,521	trim
193	Davidson Capital Management Inc.	$5.9M	21,119	+21,071	add
194	TD Waterhouse Canada Inc.	$5.9M	21,024	+20,956	add
195	MUFG Securities EMEA plc	$5.9M	20,893	−5,600	trim
196	USS Investment Management Ltd	$5.8M	20,810	+2,595	add
197	IMC-Chicago, LLC	$5.8M	20,591	+9,953	add
198	Woodline Partners LP	$5.8M	20,497	+2,644	add
199	ASR Vermogensbeheer N.V.	$5.7M	20,458	+344	add
200	QRG CAPITAL MANAGEMENT, INC.	$5.7M	20,367	−815	trim
201	Caprock Group, LLC	$5.6M	19,857	−419	trim
202	ODDO BHF ASSET MANAGEMENT SAS	$5.5M	19,715	+2,475	add
203	XPONANCE LLC	$5.5M	19,439	+2,387	add
204	Solidarity Wealth, LLC	$5.5M	19,422	+1,200	add
205	Fort Sheridan Advisors LLC	$5.3M	18,838	0	no change
206	Aull & Monroe Investment Management Corp	$5.3M	18,774	0	no change
207	UniSuper Management Pty Ltd	$5.2M	18,545	+6,632	add
208	Elo Mutual Pension Insurance Co	$5.2M	18,370	+316	add
209	Shelter Rock Management, LLC	$5.1M	18,160	+6,922	add
210	FRANKLIN RESOURCES INC	$5.0M	17,849	+5,120	add
211	MERCER GLOBAL ADVISORS INC /ADV	$4.9M	17,464	+47	add
212	Covenant Asset Management, LLC	$4.8M	17,159	+17,159	new
213	Utah Retirement Systems	$4.8M	17,007	−313	trim
214	Marietta Wealth Management, LLC	$4.7M	16,713	+629	add
215	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$4.6M	16,252	+13,033	add
216	BANK OF NOVA SCOTIA	$4.5M	16,109	−1,814	trim
217	Sumitomo Mitsui DS Asset Management Company, Ltd	$4.5M	15,916	+395	add
218	MACQUARIE GROUP LTD	$4.4M	15,610	−8,952	trim
219	Rakuten Investment Management, Inc.	$4.4M	15,530	+1,766	add
220	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$4.4M	15,505	+318	add
221	Altman Advisors, Inc.	$4.3M	15,431	0	no change
222	PROMETHIUM ADVISORS,LLC	$4.3M	15,265	+61	add
223	Thrive Capital Management, LLC	$4.2M	15,103	−1,295	trim
224	Bridgewater Associates, LP	$4.2M	14,846	−2,999	trim
225	Y-Intercept (Hong Kong) Ltd	$4.2M	14,830	−16,490	trim
226	NEOS Investment Management LLC	$4.1M	14,750	−9,141	trim
227	Advisors Asset Management, Inc.	$4.1M	14,633	−650	trim
228	CIBC WORLD MARKET INC.	$4.1M	14,588	+1,511	add
229	Forum Financial Management, LP	$4.1M	14,512	−2,146	trim
230	XTX Topco Ltd	$4.1M	14,467	+8,412	add
231	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$4.1M	14,422	−4,129	trim
232	ABN AMRO INVESTMENT SOLUTIONS	$4.0M	14,343	+754	add
233	OMERS ADMINISTRATION Corp	$4.0M	14,114	+2,207	add
234	Emerald Investment Advisers, LLC	$4.0M	14,054	—	no prior
235	Bleakley Financial Group, LLC	$3.8M	13,630	+13,630	new
236	NISSAY ASSET MANAGEMENT CORP /JAPAN	$3.8M	13,578	+190	add
237	FIL Ltd	$3.8M	13,385	−6,491	trim
238	Wakefield Asset Management LLLP	$3.7M	13,049	−4	trim
239	NewEdge Advisors, LLC	$3.5M	12,623	+12,623	new
240	Vanguard Personalized Indexing Management, LLC	$3.5M	12,565	+380	add
241	Cerity Partners LLC	$3.4M	12,161	+914	add
242	Quadrature Capital Ltd	$3.4M	12,075	+2,435	add
243	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$3.4M	11,993	+11,993	new
244	Qsemble Capital Management, LP	$3.3M	11,881	+8,877	add
245	CAMBIAR INVESTORS LLC	$3.3M	11,835	−6,236	trim
246	Paralel Advisors LLC	$3.3M	11,821	0	no change
247	Eurizon SLJ Capital Ltd	$3.3M	11,568	+1,047	add
248	COOKSON PEIRCE & CO INC	$3.2M	11,331	+5,695	add
249	FIDUCIARY TRUST CO	$3.2M	11,315	+11,315	new
250	Generali Asset Management SPA SGR	$3.1M	11,189	−818	trim
251	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$3.1M	11,131	−105	trim
252	Capstone Financial Advisors, Inc.	$3.1M	11,100	−14	trim
253	Marion Wealth Management	$3.1M	11,051	+187	add
254	OP Asset Management Ltd	$3.1M	10,934	—	no prior
255	Stratos Wealth Advisors, LLC	$3.1M	10,877	0	no change
256	Walleye Trading LLC	$3.0M	10,834	+3,164	add
257	Alaethes Wealth, LLC	$3.0M	10,684	+34	add
258	Bridgewater Advisors Inc.	$3.0M	8,151	−910	trim
259	Pekin Hardy Strauss, Inc.	$3.0M	10,596	−271	trim
260	D. E. Shaw & Co., Inc.	$3.0M	10,573	−13,292	trim
261	PATTON FUND MANAGEMENT, INC.	$2.9M	10,446	−18,371	trim
262	Siemens Fonds Invest GmbH	$2.9M	10,436	+527	add
263	IRON Financial LLC	$2.9M	10,376	+33	add
264	Spartan Wealth Advisory Services LLC	$2.9M	10,295	—	no prior
265	Hills Bank & Trust Co	$2.8M	10,133	0	no change
266	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$2.8M	10,091	−14,706	trim
267	PRINCIPAL SECURITIES, INC.	$2.8M	10,071	+873	add
268	Summit Financial, LLC	$2.7M	9,737	−308	trim
269	Norris Financial Group, LLC	$2.7M	9,732	—	no prior
270	Federation des caisses Desjardins du Quebec	$2.7M	9,594	+41	add
271	D.A. DAVIDSON & CO.	$2.6M	9,251	−166	trim
272	Trexquant Investment LP	$2.6M	9,231	−21,999	trim
273	Crossmark Global Holdings, Inc.	$2.6M	9,108	—	no prior
274	Gator Capital Management, LLC	$2.5M	9,000	−481	trim
275	Linden Thomas Advisory Services, LLC	$2.5M	8,999	−27	trim
276	Donoghue Forlines LLC	$2.5M	8,994	−208	trim
277	Knollwood Investment Advisory, LLC	$2.5M	8,800	0	no change
278	BALYASNY ASSET MANAGEMENT L.P.	$2.5M	8,747	−462,028	trim
279	US BANCORP \DE\	$2.4M	8,590	+81	add
280	Kestra Advisory Services, LLC	$2.4M	8,585	+60	add
281	J. Safra Sarasin Holding AG	$2.4M	8,535	+8,535	new
282	Osmosis Investment Management UK Ltd	$2.4M	8,485	+2,769	add
283	Andra AP-fonden	$2.4M	8,448	−77,652	trim
284	Zuckerman Investment Group, LLC	$2.4M	8,405	−10	trim
285	SHUTTLEWORTH & Co	$2.4M	8,405	+66	add
286	TEMA ETFS LLC	$2.3M	8,329	−2,235	trim
287	Taylor Hoffman Capital Management LLC	$2.3M	8,292	−100	trim
288	Prospera Financial Services Inc	$2.2M	7,971	−302	trim
289	Element Squared LLC	$2.2M	7,871	+7,871	new
290	Chicago Partners Investment Group LLC	$2.2M	7,303	+7,303	new
291	PANAGORA ASSET MANAGEMENT INC	$2.2M	7,679	−24,409	trim
292	COMMERCE BANK	$2.1M	7,548	+17	add
293	Investment Management Corp of Ontario	$2.1M	7,490	+300	add
294	Frank, Rimerman Advisors LLC	$2.1M	7,417	+69	add
295	Banque Cantonale Vaudoise	$2.1M	7,293	−7,152	trim
296	Aquatic Capital Management LLC	$2.0M	7,290	−24,696	trim
297	RETIREMENT GUYS FORMULA LLC	$2.0M	7,218	+505	add
298	CIM, LLC	$2.0M	7,179	−142	trim
299	Graham Capital Management, L.P.	$2.0M	7,138	+801	add
300	Hudson Bay Capital Management LP	$2.0M	7,097	+7,097	new
301	CWA Asset Management Group, LLC	$2.0M	7,088	−156	trim
302	PITTENGER & ANDERSON INC	$2.0M	6,953	+1,769	add
303	OPPENHEIMER & CO INC	$2.0M	6,942	−62	trim
304	Clearstead Advisors, LLC	$1.9M	6,776	−337	trim
305	Metis Global Partners, LLC	$1.9M	6,720	−617	trim
306	MAD RIVER INVESTORS	$1.9M	6,680	−10	trim
307	Sequoia Financial Advisors, LLC	$1.8M	6,523	+331	add
308	RITHOLTZ WEALTH MANAGEMENT	$1.8M	6,445	+327	add
309	Vontobel Holding Ltd.	$1.8M	6,367	−347	trim
310	MIZUHO SECURITIES USA LLC	$1.8M	6,326	−1,294	trim
311	Norinchukin Bank, The	$1.8M	6,277	+26	add
312	ACCESS FINANCIAL SERVICES, INC.	$1.7M	6,183	−316	trim
313	Laird Norton Wetherby Trust Company, LLC	$1.7M	6,131	+684	add
314	Sigma Planning Corp	$1.7M	6,073	+6,073	new
315	Manchester Capital Management LLC	$1.7M	5,978	+79	add
316	Parrish Capital LLC	$1.7M	5,892	—	no prior
317	Titan Investment Management LLC	$1.6M	5,693	+5,693	new
318	Inspire Investing, LLC	$1.6M	5,679	+4,383	add
319	Fort Point Capital Partners LLC	$1.6M	5,643	−1,462	trim
320	Triad Wealth Partners, LLC	$1.6M	5,546	+318	add
321	Quilter Plc	$1.5M	5,420	−600	trim
322	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$1.5M	5,192	−37,297	trim
323	CHOREO, LLC	$1.5M	5,263	+33	add
324	Aptus Capital Advisors, LLC	$1.5M	5,250	+1,046	add
325	HB Wealth Management, LLC	$1.5M	5,230	+241	add
326	ARTHUR M. COHEN & ASSOCIATES, LLC	$1.4M	5,160	−1,140	trim
327	Maryland State Retirement & Pension System	$1.4M	5,115	0	no change
328	Texas Yale Capital Corp.	$1.4M	5,109	0	no change
329	PRIMECAP MANAGEMENT CO/CA/	$1.4M	5,100	−800	trim
330	Merit Financial Group, LLC	$1.4M	5,024	+268	add
331	MOKAN Wealth Management Inc.	$1.4M	4,952	−2,906	trim
332	JSF Financial, LLC	$1.4M	4,881	−208	trim
333	RB Capital Management, LLC	$1.4M	4,880	+7	add
334	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.4M	4,823	+777	add
335	Sone Capital Management, LLC	$1.3M	4,756	−109	trim
336	ING GROEP NV	$1.3M	4,753	−77	trim
337	WBI INVESTMENTS, LLC	$1.3M	4,729	+4,729	new
338	INTREPID CAPITAL MANAGEMENT INC	$1.3M	4,716	0	no change
339	Summit Trail Advisors, LLC	$1.3M	4,627	−251	trim
340	M&T BANK CORP	$1.3M	4,545	+82	add
341	MCF Advisors LLC	$1.3M	4,532	—	no prior
342	Steward Partners Investment Advisory, LLC	$1.3M	4,505	+826	add
343	Dynamic Advisor Solutions LLC	$1.3M	4,451	+21	add
344	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	$1.2M	4,400	−53,630	trim
345	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.2M	4,393	−409	trim
346	Regal Investment Advisors LLC	$1.2M	4,274	−878	trim
347	JT Stratford LLC	$1.2M	4,266	+1,886	add
348	Alta Wealth Advisors LLC	$1.2M	4,261	+4,261	new
349	Quadrant Private Wealth Management, LLC	$1.2M	4,254	+2	add
350	SANDLER CAPITAL MANAGEMENT	$1.2M	4,188	−5,442	trim
351	WINNACLE WEALTH LLC	$1.2M	4,159	+4,159	new
352	XY Planning Network, Inc.	$1.1M	4,054	−374	trim
353	LBP AM SA	$1.1M	4,037	−12,089	trim
354	Mesirow Financial Investment Management, Inc.	$1.1M	4,036	0	no change
355	Alamea Verwaltungs GmbH	$1.1M	4,026	+379	add
356	CENTRAL TRUST Co	$1.1M	4,013	−18	trim
357	ZWJ INVESTMENT COUNSEL INC	$1.1M	4,000	0	no change
358	EXENCIAL WEALTH ADVISORS, LLC	$1.1M	3,976	−1,280	trim
359	Legacy Capital Group California, Inc.	$1.1M	3,888	−564	trim
360	OFI INVEST ASSET MANAGEMENT	$1.1M	4,046	+3,194	add
361	Ascent Group, LLC	$1.1M	3,811	−95	trim
362	Atria Investments, Inc	$1.1M	3,804	−151	trim
363	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.1M	3,765	+3,765	new
364	Everhart Financial Group, Inc.	$1.1M	3,760	+476	add
365	Assenagon Asset Management S.A.	$1.1M	3,753	+159	add
366	&PARTNERS	$1.1M	3,741	+78	add
367	Gateway Wealth Partners, LLC	$1.0M	3,684	+3,684	new
368	Qtron Investments LLC	$1.0M	3,657	+3,657	new
369	Empirical Finance, LLC	$1.0M	3,635	−3	trim
370	UHLMANN PRICE SECURITIES, LLC	$996K	3,541	−359	trim
371	Diversified Trust Co	$992K	3,530	+114	add
372	CAXTON ASSOCIATES LLP	$989K	3,517	+3,517	new
373	one8zero8, LLC	$984K	3,500	0	no change
374	Horizon Family Wealth, Inc.	$976K	3,471	+462	add
375	NOMURA HOLDINGS INC	$971K	3,453	−197	trim
376	MILLENNIUM MANAGEMENT LLC	$955K	3,398	−28,799	trim
377	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$941K	3,348	+4	add
378	Parallax Volatility Advisers, L.P.	$931K	3,110	+3,110	new
379	CenterBook Partners LP	$929K	3,307	+3,307	new
380	Farringdon Capital, Ltd.	$911K	3,242	+471	add
381	OneDigital Investment Advisors LLC	$888K	3,158	+1,982	add
382	ANCHYRA PARTNERS LLC	$887K	3,156	+5	add
383	1834 INVESTMENT ADVISORS CO	$863K	3,070	0	no change
384	North Dakota State Investment Board	$851K	3,028	−565	trim
385	OSSIAM	$849K	3,020	+168	add
386	Caldwell Trust Co	$843K	3,000	0	no change
387	GATEWAY INVESTMENT ADVISERS LLC	$842K	2,997	−2,357	trim
388	Empirical Asset Management, LLC	$837K	2,979	−674	trim
389	Ashton Thomas Private Wealth, LLC	$822K	2,924	+84	add
390	Ameritas Advisory Services, LLC	$821K	2,921	−117	trim
391	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	$819K	2,913	−49	trim
392	Brindle & Bay Financial Advisors, LLC	$818K	2,910	−17	trim
393	EXCHANGE TRADED CONCEPTS, LLC	$814K	2,896	−11,826	trim
394	Investment Research Partners LLC	$810K	2,883	+137	add
395	WORLDQUANT MILLENNIUM ADVISORS LLC	$807K	2,872	+2,872	new
396	SECURIAN ASSET MANAGEMENT, INC	$804K	2,860	0	no change
397	MGO ONE SEVEN LLC	$802K	2,852	+22	add
398	KEYNOTE FINANCIAL SERVICES LLC	$801K	2,851	0	no change
399	Kathmere Capital Management, LLC	$799K	2,844	+72	add
400	SIERRA SUMMIT ADVISORS LLC	$795K	2,829	0	no change
401	Avestar Capital, LLC	$792K	2,818	+23	add
402	Plan A Wealth LLC	$790K	2,811	+110	add
403	Ballentine Partners, LLC	$788K	2,803	+485	add
404	Compound Planning, Inc.	$775K	2,757	+79	add
405	J2 Capital Management Inc	$761K	2,707	−215	trim
406	KEYBANK NATIONAL ASSOCIATION/OH	$756K	2,689	+75	add
407	Arax Advisory Partners	$751K	2,636	−210	trim
408	DIVERSIFY WEALTH MANAGEMENT, LLC	$749K	2,450	+1,445	add
409	Quadcap Wealth Management, LLC	$742K	2,639	−133	trim
410	Wedmont Private Capital	$729K	2,457	+94	add
411	RiverGlades Family Offices LLC	$703K	2,500	—	no prior
412	EP Wealth Advisors, LLC	$691K	2,460	−529	trim
413	COLDSTREAM CAPITAL MANAGEMENT INC	$687K	2,445	+295	add
414	Bridgefront Capital, LLC	$683K	2,430	+2,430	new
415	Stratos Wealth Partners, LTD.	$673K	2,393	+884	add
416	ARVEST INVESTMENTS, INC.	$666K	2,371	−54	trim
417	FORTEM FINANCIAL GROUP, LLC	$659K	2,344	−217	trim
418	NewEdge Wealth, LLC	$653K	2,322	+18	add
419	Accuvest Global Advisors	$646K	2,297	+2,297	new
420	Callan Family Office, LLC	$634K	2,256	−173	trim
421	Jefferies Financial Group Inc.	$631K	2,246	+1,219	add
422	QUADRANT CAPITAL GROUP LLC	$626K	2,226	+85	add
423	Baker Avenue Asset Management, LP	$619K	2,202	+44	add
424	Machina Capital S.A.S.	$617K	2,196	+2,196	new
425	Aaron Wealth Advisors LLC	$615K	2,188	−411	trim
426	SKBA CAPITAL MANAGEMENT LLC	$615K	2,187	0	no change
427	Savvy Advisors, Inc.	$615K	2,187	+208	add
428	Rehmann Capital Advisory Group	$605K	2,152	−30	trim
429	VISIONARY HORIZONS, LLC	$603K	2,146	+2,146	new
430	Connecticut Capital Management Group, LLC	$591K	2,101	0	no change
431	Westerkirk Capital Inc.	$589K	2,095	−105	trim
432	HANCOCK WHITNEY CORP	$587K	1,955	+1,955	new
433	Envestnet Portfolio Solutions, Inc.	$586K	2,085	−1,366	trim
434	Martin Capital Advisors, LLP	$585K	2,082	−69	trim
435	Private Advisor Group, LLC	$567K	2,017	−57	trim
436	JOHNSON INVESTMENT COUNSEL INC	$557K	1,980	−177	trim
437	Csenge Advisory Group	$555K	1,975	+30	add
438	PRUDENTIAL PLC	$554K	1,971	−10,004	trim
439	CATALYST FINANCIAL PARTNERS LLC	$551K	1,962	+774	add
440	TriaGen Wealth Management LLC	$550K	1,958	−7	trim
441	World Investment Advisors	$549K	1,953	−125	trim
442	VestGen Advisors, LLC	$546K	1,534	+1,534	new
443	Modern Wealth Management, LLC	$531K	1,894	−138	trim
444	AE Wealth Management LLC	$526K	1,873	+317	add
445	BCS Private Wealth Management, Inc.	$523K	1,859	0	no change
446	Savant Capital, LLC	$519K	1,845	+47	add
447	Pinnacle Financial Partners, Inc.	$504K	1,793	−4	trim
448	BROWN ADVISORY INC	$497K	1,769	+254	add
449	apricus wealth, LLC	$493K	1,753	−25	trim
450	BIP Wealth, LLC	$490K	1,745	+230	add
451	Vestmark Advisory Solutions, Inc.	$488K	1,736	−15	trim
452	Tower Research Capital LLC (TRC)	$482K	1,716	−838	trim
453	Advisory Alpha, LLC	$477K	1,696	+136	add
454	Baron Wealth Management LLC	$476K	1,695	+133	add
455	TWIN CAPITAL MANAGEMENT INC	$476K	1,695	+1,695	new
456	Perigon Wealth Management, LLC	$469K	1,670	+163	add
457	Advyzon Investment Management, LLC	$466K	1,659	+818	add
458	West Family Investments, Inc.	$466K	1,658	−1,974	trim
459	Independent Advisor Alliance	$466K	1,657	−19	trim
460	Apollon Wealth Management, LLC	$462K	1,645	+183	add
461	Moors & Cabot, Inc.	$455K	1,618	−523	trim
462	Concurrent Investment Advisors, LLC	$452K	1,607	+307	add
463	SIGNATUREFD, LLC	$449K	1,598	+66	add
464	Belpointe Asset Management LLC	$441K	1,569	−32	trim
465	Total Clarity Wealth Management, Inc.	$436K	1,550	+68	add
466	JOURNEY STRATEGIC WEALTH LLC	$435K	1,547	+81	add
467	Menard Financial Group LLC	$427K	1,518	0	no change
468	WELLINGTON MANAGEMENT GROUP LLP	$419K	1,491	+213	add
469	Bryn Mawr Trust Advisors, LLC	$419K	1,490	−270	trim
470	Aprio Wealth Management, LLC	$416K	1,481	+32	add
471	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$410K	1,459	0	no change
472	Centric Wealth Management	$409K	1,208	0	no change
473	VERUS CAPITAL PARTNERS, LLC	$409K	1,456	−276	trim
474	HOWLAND CAPITAL MANAGEMENT LLC	$407K	1,449	+151	add
475	Spire Wealth Management	$407K	1,447	+311	add
476	Retirement Planning Group, LLC	$404K	1,438	+12	add
477	E Fund Management Co., Ltd.	$404K	1,436	—	no prior
478	Sun Financial Inc	$404K	1,125	−84	trim
479	Polymer Capital Management (US) LLC	$403K	1,434	+1,434	new
480	BankChampaign, National Association	$398K	1,416	—	no prior
481	Principle Wealth Partners LLC	$393K	1,400	−200	trim
482	ROBERTS GLORE & CO INC /IL/	$390K	1,388	0	no change
483	AlTi Global, Inc.	$388K	1,381	−77	trim
484	PDS Planning, Inc	$386K	1,375	−5	trim
485	Redwood Financial Network Corp	$384K	1,368	−6	trim
486	SCOTIA CAPITAL INC.	$384K	1,367	−47	trim
487	GUGGENHEIM CAPITAL LLC	$382K	1,359	−461	trim
488	SAGESPRING WEALTH PARTNERS, LLC	$378K	1,344	+52	add
489	Mystic Asset Management, Inc.	$372K	1,325	0	no change
490	BERKSHIRE ASSET MANAGEMENT LLC/PA	$371K	1,320	−215	trim
491	ELEVATION POINT WEALTH PARTNERS, LLC	$364K	1,294	+1,294	new
492	Chicago Capital, LLC	$361K	1,284	−4	trim
493	Roundview Capital LLC	$359K	1,279	+1,279	new
494	Archford Capital Strategies, LLC	$357K	1,271	+31	add
495	Sowell Financial Services LLC	$357K	1,271	+57	add
496	Orion Porfolio Solutions, LLC	$351K	1,250	−64	trim
497	S-Bank Fund Management Ltd	$351K	1,248	−46	trim
498	OLD NATIONAL BANCORP /IN/	$348K	1,239	+353	add
499	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$348K	1,239	+1,239	new
500	Monument Capital Management	$348K	1,238	0	no change

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

Congress ↔ notable managers · CBOE

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

Congress · last 90 days

Buyers: 2 Alan Armstrong R–OK, John Boozman R–AR $2K–$30K
Sellers: 1 John Boozman R–AR $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Adding: 4 Viking Global Investors, Gotham Asset Management, Markel Group, Caxton Associates $257M held
Trimming: 1 Bridgewater Associates $4.2M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · CBOE GLOBAL MKTS INC

Merged timeline of congressional filings and notable-manager moves on CBOE
Date	Who	Change	Size
2026-08-20	John Boozman Congress	Purchase	$1K–$15K
2026-08-17	John Boozman Congress	Sale	$1K–$15K
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-05-15	Viking Global Investors 13F	new	+688,417 sh
2026-05-15	Gotham Asset Management 13F	add	+77,586 sh
2026-05-15	Bridgewater Associates 13F	trim	−2,999 sh
2026-05-14	Caxton Associates 13F	new	+3,517 sh
2026-05-01	Markel Group 13F	add	+1,950 sh

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

7 members of Congress disclosed CBOE — the congressional view ↗