Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

CHARLES RIV LABS INTL INC · common stock · Q1 2026 · 9 members disclosed CRL ↗

13F filers reporting this class for the quarter ended 2026-03-31: 403
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $8.0B
holders whose share count rose or who opened the position (new + add), by shares: 188
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 61

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of CRL ranked by reported value, 1–25 of 473 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$666M	3,859,100	+104,746	ADD
2	FMR LLC	$596M	3,456,244	+1,722,334	ADD
3	VANGUARD CAPITAL MANAGEMENT LLC	$552M	3,202,204	—	NO PRIOR
4	Invesco Ltd.	$414M	2,397,252	−298,898	TRIM
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$396M	2,294,670	—	NO PRIOR
6	HARRIS ASSOCIATES L P	$371M	2,153,296	+475,690	ADD
7	Allspring Global Investments Holdings, LLC	$349M	1,993,316	−2,280	TRIM
8	STATE STREET CORP	$323M	1,873,618	+1,930	ADD
9	DIMENSIONAL FUND ADVISORS LP	$285M	1,652,484	+210,260	ADD
10	WELLINGTON MANAGEMENT GROUP LLP	$281M	1,629,401	−119,812	TRIM
11	ARIEL INVESTMENTS, LLC	$249M	1,444,183	+16,412	ADD
12	CITADEL ADVISORS LLC	$209M	1,212,152	+794,636	ADD
13	BANK OF AMERICA CORP /DE/	$196M	1,135,027	+54,500	ADD
14	EARNEST PARTNERS LLC	$168M	971,366	−16,893	TRIM
15	MILLENNIUM MANAGEMENT LLC	$161M	934,045	+603,932	ADD
16	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$159M	908,850	+24,159	ADD
17	MORGAN STANLEY	$142M	825,668	+32,848	ADD
18	Amundi	$133M	773,315	+492,301	ADD
19	SEI INVESTMENTS CO	$131M	757,129	+371	ADD
20	VICTORY CAPITAL MANAGEMENT INC	$128M	743,346	+51,872	ADD
21	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$127M	737,030	−99,210	TRIM
22	UBS Group AG	$126M	731,465	+342,638	ADD
23	MACKENZIE FINANCIAL CORP	$103M	594,800	−186,676	TRIM
24	Alyeska Investment Group, L.P.	$96.4M	558,633	−86,093	TRIM
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$80.9M	468,967	+14,814	ADD

Show all 473 holders

13F holders of CRL ranked by reported value, 26–473 of 473 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	BANK OF MONTREAL /CAN/	$76.9M	445,869	+57,952	ADD
27	NORTHERN TRUST CORP	$76.8M	445,382	+6,221	ADD
28	Meridiem Capital Partners LP	$62.5M	362,098	+229,215	ADD
29	Gotham Asset Management, LLC	$61.8M	358,502	+68,986	ADD
30	ALLIANCEBERNSTEIN L.P.	$60.2M	301,993	+1,577	ADD
31	VANGUARD FIDUCIARY TRUST CO	$47.8M	276,995	—	NO PRIOR
32	DEUTSCHE BANK AG\	$47.5M	275,381	+87,285	ADD
33	PRIMECAP MANAGEMENT CO/CA/	$46.0M	266,890	0	NO CHANGE
34	ADAGE CAPITAL PARTNERS GP, L.L.C.	$44.2M	256,009	−55,648	TRIM
35	BARCLAYS PLC	$40.5M	234,936	+175,802	ADD
36	Quantinno Capital Management LP	$39.2M	227,069	−22,746	TRIM
37	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$37.8M	218,913	+9,981	ADD
38	MACQUARIE GROUP LTD	$34.8M	201,623	−518	TRIM
39	Ilex Capital Partners (UK) LLP	$33.9M	196,480	+196,480	NEW
40	RAYMOND JAMES FINANCIAL INC	$33.4M	193,532	+71,278	ADD
41	D. E. Shaw & Co., Inc.	$33.4M	193,483	−237,645	TRIM
42	Nuveen, LLC	$23.1M	133,983	+7,163	ADD
43	FEDERATED HERMES, INC.	$22.3M	129,340	+3,500	ADD
44	FRANKLIN RESOURCES INC	$20.8M	120,828	−55	TRIM
45	Aberdeen Group plc	$19.6M	113,827	+16,826	ADD
46	Vanguard Global Advisers, LLC	$17.9M	103,496	—	NO PRIOR
47	ROYAL BANK OF CANADA	$17.3M	100,311	−23,345	TRIM
48	Aristotle Capital Boston, LLC	$16.8M	97,434	+11,220	ADD
49	Swiss National Bank	$16.8M	97,300	+200	ADD
50	Legal & General Group Plc	$16.7M	96,910	−9,520	TRIM
51	PICTON MAHONEY ASSET MANAGEMENT	$16.5M	95,396	+21,928	ADD
52	Engineers Gate Manager LP	$16.2M	93,784	+66,171	ADD
53	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$15.3M	88,752	+197	ADD
54	Clark Capital Management Group, Inc.	$14.9M	86,509	+44,118	ADD
55	Candriam S.C.A.	$14.9M	86,430	+53,149	ADD
56	ENVESTNET ASSET MANAGEMENT INC	$14.4M	83,299	+13,169	ADD
57	CITIGROUP INC	$14.0M	81,311	+32,372	ADD
58	WELLS FARGO & COMPANY/MN	$13.8M	79,871	+2,455	ADD
59	HSBC HOLDINGS PLC	$12.0M	69,682	−54,486	TRIM
60	LAKEWOOD CAPITAL MANAGEMENT, LP	$11.9M	69,000	−71,240	TRIM
61	AQR CAPITAL MANAGEMENT LLC	$11.8M	71,578	−48,534	TRIM
62	Mitsubishi UFJ Asset Management Co., Ltd.	$11.0M	63,760	+5,363	ADD
63	PRINCIPAL FINANCIAL GROUP INC	$9.7M	56,182	−63,317	TRIM
64	KING LUTHER CAPITAL MANAGEMENT CORP	$9.5M	55,067	−9,694	TRIM
65	Connor, Clark & Lunn Investment Management Ltd.	$9.4M	54,570	−79,586	TRIM
66	OMERS ADMINISTRATION Corp	$9.4M	54,429	−4,100	TRIM
67	PUBLIC SECTOR PENSION INVESTMENT BOARD	$9.3M	53,860	+41,366	ADD
68	NORDEA INVESTMENT MANAGEMENT AB	$9.2M	56,122	+1,428	ADD
69	Schonfeld Strategic Advisors LLC	$9.1M	52,959	+2,077	ADD
70	ASSETMARK, INC	$9.0M	52,387	+8,578	ADD
71	FRONTIER CAPITAL MANAGEMENT CO LLC	$8.3M	48,062	−75,639	TRIM
72	Universal- Beteiligungs- und Servicegesellschaft mbH	$8.2M	47,593	−1,248	TRIM
73	TORONTO DOMINION BANK	$8.1M	46,712	+38,245	ADD
74	VANGUARD ASSET MANAGEMENT, Ltd	$7.8M	44,970	—	NO PRIOR
75	Park West Asset Management LLC	$7.7M	44,800	+44,800	NEW
76	FIL Ltd	$7.7M	44,406	+44,406	NEW
77	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$7.5M	43,471	+6,444	ADD
78	MOORE CAPITAL MANAGEMENT, LP	$7.5M	43,234	+32,331	ADD
79	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$7.2M	41,837	−1,478	TRIM
80	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$7.0M	40,377	+40,377	NEW
81	CASTLEARK MANAGEMENT LLC	$6.8M	39,435	+7,190	ADD
82	STATE OF WISCONSIN INVESTMENT BOARD	$6.5M	37,939	+3,142	ADD
83	PRUDENTIAL FINANCIAL INC	$6.5M	37,834	−152	TRIM
84	J.P. Marvel Investment Advisors, LLC	$6.4M	37,286	+52	ADD
85	Longaeva Partners L.P.	$6.3M	36,721	+36,721	NEW
86	Walleye Trading LLC	$5.5M	31,661	+30,726	ADD
87	Midwest Trust Co	$4.6M	26,910	+28	ADD
88	JOHNSON INVESTMENT COUNSEL INC	$4.6M	26,640	+4,105	ADD
89	CIBC Bancorp USA Inc.	$4.6M	25,515	—	NO PRIOR
90	Sendero Wealth Management, LLC	$4.5M	26,039	+2,132	ADD
91	LPL Financial LLC	$4.5M	26,001	−1,467	TRIM
92	Rhenman & Partners Asset Management AB	$4.5M	26,000	+4,000	ADD
93	13D Management LLC	$4.5M	25,800	−2,200	TRIM
94	Chevy Chase Trust Holdings, LLC	$4.2M	24,245	−707	TRIM
95	INVESTMENT HOUSE LLC	$4.1M	24,018	−424	TRIM
96	LAZARD ASSET MANAGEMENT LLC	$3.9M	22,637	+2,644	ADD
97	Assenagon Asset Management S.A.	$3.8M	22,211	−43,668	TRIM
98	Janus Henderson Group Ltd.	$3.8M	22,078	−122	TRIM
99	TD ASSET MANAGEMENT INC	$3.7M	21,457	+12,980	ADD
100	TWO SIGMA INVESTMENTS, LP	$3.6M	20,623	−7,482	TRIM
101	OPPENHEIMER ASSET MANAGEMENT INC.	$3.4M	19,920	−806	TRIM
102	BANK OF NOVA SCOTIA	$3.4M	19,844	+13,185	ADD
103	PDT Partners, LLC	$3.3M	19,100	0	NO CHANGE
104	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$3.3M	18,995	−4,712	TRIM
105	Verition Fund Management LLC	$3.1M	17,989	+8,484	ADD
106	NATIONAL BANK OF CANADA /FI/	$3.1M	17,934	−9,212	TRIM
107	FIFTH THIRD BANCORP	$3.1M	17,733	+6,002	ADD
108	Corient Private Wealth LLC	$3.0M	17,762	−35,036	TRIM
109	CM Management, LLC	$3.0M	17,500	+17,500	NEW
110	State of New Jersey Common Pension Fund D	$3.0M	17,260	0	NO CHANGE
111	Zurcher Kantonalbank (Zurich Cantonalbank)	$2.9M	17,095	+17,095	NEW
112	Creative Planning	$2.9M	17,028	+4,038	ADD
113	Summit Trail Advisors, LLC	$2.9M	16,562	−547	TRIM
114	ExodusPoint Capital Management, LP	$2.5M	14,469	+14,469	NEW
115	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$2.4M	13,762	−207	TRIM
116	Arizona State Retirement System	$2.3M	13,529	−186	TRIM
117	Czech National Bank	$2.3M	13,403	+426	ADD
118	STATE OF MICHIGAN RETIREMENT SYSTEM	$2.2M	12,830	−100	TRIM
119	Vanguard Investments Australia, Ltd.	$2.2M	12,616	—	NO PRIOR
120	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$2.2M	12,569	+1,432	ADD
121	Broyhill Asset Management, LLC	$2.2M	12,518	−2,234	TRIM
122	HORIZON KINETICS ASSET MANAGEMENT LLC	$2.1M	12,192	−388	TRIM
123	BALYASNY ASSET MANAGEMENT L.P.	$2.1M	12,076	−196,483	TRIM
124	Hollow Brook Wealth Management LLC	$2.1M	11,984	−59	TRIM
125	Vanguard Personalized Indexing Management, LLC	$2.0M	11,587	−429	TRIM
126	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$2.0M	11,464	+16	ADD
127	Daiwa Securities Group Inc.	$2.0M	11,341	+1,995	ADD
128	CIBC Asset Management Inc	$1.9M	11,043	+50	ADD
129	Cardinal Capital Management	$1.9M	11,031	+11,031	NEW
130	Pictet Asset Management Holding SA	$1.8M	10,650	+744	ADD
131	Retirement Systems of Alabama	$1.8M	10,451	−19	TRIM
132	Mirae Asset Global Investments Co., Ltd.	$1.7M	9,992	+1,715	ADD
133	IRIDIAN ASSET MANAGEMENT LLC/CT	$1.7M	9,845	−16,723	TRIM
134	BNP Paribas Asset Management Holding S.A.	$1.7M	9,813	−309	TRIM
135	VOYA INVESTMENT MANAGEMENT LLC	$1.7M	9,689	−15	TRIM
136	Avidity Partners Management LP	$1.7M	10,000	+10,000	NEW
137	Riverwater Partners LLC	$1.6M	9,292	+9,292	NEW
138	AMERICAN CENTURY COMPANIES INC	$1.6M	9,148	+1,084	ADD
139	Edgestream Partners, L.P.	$1.6M	9,036	+9,036	NEW
140	UniSuper Management Pty Ltd	$1.5M	8,925	+293	ADD
141	FIRST TRUST ADVISORS LP	$1.5M	8,736	+2,689	ADD
142	Caprock Group, LLC	$1.5M	8,600	−2,410	TRIM
143	MAVERICK CAPITAL LTD	$1.4M	8,178	+8,178	NEW
144	Capital World Investors	$1.4M	8,149	+8,149	NEW
145	Pathstone Holdings, LLC	$1.4M	8,107	+1,458	ADD
146	Balefire, LLC	$1.4M	8,022	−616	TRIM
147	1492 Capital Management LLC	$1.4M	7,875	+1,816	ADD
148	ProShare Advisors LLC	$1.4M	7,838	−2,918	TRIM
149	Woodline Partners LP	$1.3M	7,713	−342,954	TRIM
150	Faithward Advisors, LLC	$1.3M	7,348	−31	TRIM
151	IMC-Chicago, LLC	$1.3M	7,293	+7,293	NEW
152	MERCER GLOBAL ADVISORS INC /ADV	$1.2M	7,156	+840	ADD
153	MML INVESTORS SERVICES, LLC	$1.2M	7,113	−1,895	TRIM
154	Cetera Investment Advisers	$1.2M	7,028	−97	TRIM
155	Bridgewater Associates, LP	$1.2M	6,835	−15,219	TRIM
156	NEOS Investment Management LLC	$1.2M	6,690	+6,690	NEW
157	PRINCIPAL SECURITIES, INC.	$1.1M	6,500	+427	ADD
158	TEACHER RETIREMENT SYSTEM OF TEXAS	$1.1M	6,399	−399	TRIM
159	ING GROEP NV	$1.1M	6,347	−13	TRIM
160	Epoch Investment Partners, Inc.	$1.1M	6,308	−21,131	TRIM
161	US BANCORP \DE\	$1.1M	6,247	−1,276	TRIM
162	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	$1.1M	6,218	+89	ADD
163	Pekin Hardy Strauss, Inc.	$1.1M	6,157	−2,807	TRIM
164	KEYBANK NATIONAL ASSOCIATION/OH	$1.1M	6,134	+1,171	ADD
165	PANAGORA ASSET MANAGEMENT INC	$1.0M	6,073	0	NO CHANGE
166	Y-Intercept (Hong Kong) Ltd	$1.0M	5,914	−3,454	TRIM
167	Mariner, LLC	$996K	5,776	−5,075	TRIM
168	Brevan Howard Capital Management LP	$985K	5,712	+5,712	NEW
169	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$974K	5,645	+5,645	NEW
170	EXCHANGE TRADED CONCEPTS, LLC	$963K	5,582	+121	ADD
171	Rafferty Asset Management, LLC	$949K	5,504	−2,025	TRIM
172	XPONANCE LLC	$922K	5,345	+1,191	ADD
173	MITCHELL & PAHL PRIVATE WEALTH, LLC	$914K	5,296	+194	ADD
174	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$901K	5,225	−51	TRIM
175	GUGGENHEIM CAPITAL LLC	$890K	5,161	−77	TRIM
176	COMMONWEALTH EQUITY SERVICES, LLC	$875K	5,070	−4,279	TRIM
177	Tidal Investments LLC	$869K	5,037	−420	TRIM
178	CREDIT AGRICOLE S A	$821K	4,757	+4,757	NEW
179	Cresset Asset Management, LLC	$802K	4,647	−174	TRIM
180	COMMERCE BANK	$790K	4,577	+26	ADD
181	BLAIR WILLIAM & CO/IL	$789K	4,575	+4,575	NEW
182	NOMURA HOLDINGS INC	$785K	4,550	+1,707	ADD
183	Illinois Municipal Retirement Fund	$774K	4,485	+4,485	NEW
184	Atria Investments, Inc	$728K	4,221	−2,253	TRIM
185	Ameritas Investment Partners, Inc.	$728K	4,219	0	NO CHANGE
186	Crossmark Global Holdings, Inc.	$721K	4,180	—	NO PRIOR
187	Cerity Partners LLC	$705K	4,085	−2,163	TRIM
188	Northwest & Ethical Investments L.P.	$699K	4,158	+290	ADD
189	Sanctuary Advisors, LLC	$697K	4,041	−1,810	TRIM
190	CWM, LLC	$693K	4,017	−288	TRIM
191	CANADA PENSION PLAN INVESTMENT BOARD	$690K	4,000	−1,500	TRIM
192	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$671K	3,858	−2,288	TRIM
193	&PARTNERS	$661K	3,833	+371	ADD
194	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$646K	3,745	+842	ADD
195	STIFEL FINANCIAL CORP	$642K	3,721	−353	TRIM
196	TRUIST FINANCIAL CORP	$623K	3,614	−760	TRIM
197	HighTower Advisors, LLC	$617K	3,578	−407	TRIM
198	XTX Topco Ltd	$616K	3,573	+3,573	NEW
199	GATEWAY INVESTMENT ADVISERS LLC	$609K	3,532	+194	ADD
200	Vestmark Advisory Solutions, Inc.	$609K	3,530	−144	TRIM
201	Purpose Unlimited Inc.	$604K	3,501	0	NO CHANGE
202	Sequoia Financial Advisors, LLC	$603K	3,493	+285	ADD
203	Inscription Capital, LLC	$593K	3,438	−1,991	TRIM
204	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$587K	3,400	+3,400	NEW
205	NewEdge Advisors, LLC	$551K	3,195	+3,195	NEW
206	Swiss Life Asset Management Ltd	$551K	3,195	+853	ADD
207	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$541K	3,139	+26	ADD
208	Empowered Funds, LLC	$541K	3,137	+3,137	NEW
209	Federation des caisses Desjardins du Quebec	$537K	3,116	−809	TRIM
210	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$534K	3,097	+1,152	ADD
211	Kerrisdale Advisers, LLC	$525K	3,043	−1,550	TRIM
212	Valmark Advisers, Inc.	$518K	3,000	0	NO CHANGE
213	Ensign Peak Advisors, Inc	$517K	2,999	0	NO CHANGE
214	MIZUHO SECURITIES USA LLC	$513K	2,975	−609	TRIM
215	Everhart Financial Group, Inc.	$501K	2,904	+270	ADD
216	KESTRA PRIVATE WEALTH SERVICES, LLC	$494K	2,864	−145	TRIM
217	Norinchukin Bank, The	$485K	2,813	+2	ADD
218	EXENCIAL WEALTH ADVISORS, LLC	$485K	2,810	−76	TRIM
219	Laird Norton Wetherby Trust Company, LLC	$484K	2,803	−37	TRIM
220	Global Strategic Investment Solutions, LLC	$473K	2,738	+40	ADD
221	HB Wealth Management, LLC	$462K	2,676	+148	ADD
222	Maryland State Retirement & Pension System	$460K	2,664	0	NO CHANGE
223	Qsemble Capital Management, LP	$456K	2,645	−701	TRIM
224	Persistent Asset Partners Ltd	$456K	2,643	+544	ADD
225	QUADRANT CAPITAL GROUP LLC	$452K	2,619	−11	TRIM
226	Utah Retirement Systems	$445K	2,579	−5,472	TRIM
227	Blue Trust, Inc.	$444K	2,576	+144	ADD
228	Callan Family Office, LLC	$420K	2,435	+16	ADD
229	Aaron Wealth Advisors LLC	$418K	2,424	+287	ADD
230	PFG Advisors	$407K	2,358	−11	TRIM
231	OP Asset Management Ltd	$404K	2,340	—	NO PRIOR
232	Chicago Partners Investment Group LLC	$400K	2,167	−412	TRIM
233	M&T BANK CORP	$390K	2,263	−164	TRIM
234	Banque Cantonale Vaudoise	$389K	2,256	−62	TRIM
235	OSAIC HOLDINGS, INC.	$383K	2,218	−48	TRIM
236	CHOREO, LLC	$381K	2,208	−10	TRIM
237	BROWN ADVISORY INC	$376K	2,181	+9	ADD
238	Kera Capital Partners, Inc.	$374K	2,171	−340	TRIM
239	GROUPAMA ASSET MANAGMENT	$366K	2,121	−284	TRIM
240	Brooklyn Investment Group	$364K	2,113	+335	ADD
241	WESCAP Management Group, Inc.	$360K	2,085	0	NO CHANGE
242	JANE STREET GROUP, LLC	$351K	2,034	+25	ADD
243	MUFG Securities EMEA plc	$348K	2,020	0	NO CHANGE
244	E Fund Management Co., Ltd.	$346K	2,006	—	NO PRIOR
245	Walleye Capital LLC	$333K	1,932	−249,189	TRIM
246	QRG CAPITAL MANAGEMENT, INC.	$333K	1,928	−344	TRIM
247	MEEDER ASSET MANAGEMENT INC	$331K	1,917	+1,917	NEW
248	COLDSTREAM CAPITAL MANAGEMENT INC	$324K	1,881	−102	TRIM
249	Baird Financial Group, Inc.	$323K	1,875	+1,875	NEW
250	Asset Management One Co., Ltd.	$312K	1,810	−37	TRIM
251	Bryn Mawr Trust Advisors, LLC	$312K	1,809	0	NO CHANGE
252	Prospera Financial Services Inc	$312K	1,809	−107	TRIM
253	Wilmington Savings Fund Society, FSB	$309K	1,790	+1,790	NEW
254	Rockefeller Capital Management L.P.	$300K	1,739	−11	TRIM
255	Vise Technologies, Inc.	$297K	1,491	0	NO CHANGE
256	NOMURA ASSET MANAGEMENT CO LTD	$297K	1,721	+301	ADD
257	Moors & Cabot, Inc.	$293K	1,697	+12	ADD
258	CSS LLC/IL	$285K	1,650	+1,650	NEW
259	EP Wealth Advisors, LLC	$285K	1,650	−549	TRIM
260	Compound Planning, Inc.	$278K	1,610	−58	TRIM
261	Wealthfront Advisers LLC	$278K	1,609	+243	ADD
262	AlphaCore Capital LLC	$275K	1,597	+342	ADD
263	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$272K	1,574	+2	ADD
264	Baker Avenue Asset Management, LP	$270K	1,567	−156	TRIM
265	Concurrent Investment Advisors, LLC	$269K	1,560	+221	ADD
266	Procyon Advisors, LLC	$265K	1,538	+357	ADD
267	DRW Securities, LLC	$262K	1,521	+465	ADD
268	Empirical Asset Management, LLC	$260K	1,508	0	NO CHANGE
269	Beverly Hills Private Wealth, LLC	$260K	1,505	+1,505	NEW
270	Fragasso Financial Advisors Inc	$256K	1,522	−450	TRIM
271	Meeder Advisory Services, Inc.	$251K	1,457	−35	TRIM
272	HUB Investment Partners, LLC	$250K	1,452	−113	TRIM
273	EVERGREEN CAPITAL MANAGEMENT LLC	$247K	1,430	+1,430	NEW
274	North Dakota State Investment Board	$246K	1,426	−247	TRIM
275	Empirical Finance, LLC	$243K	1,407	−2	TRIM
276	State of Wyoming	$242K	1,403	−2,203	TRIM
277	Storgate, LLC	$241K	1,398	+83	ADD
278	Marex Group Ltd	$236K	1,369	+1,369	NEW
279	PATTON FUND MANAGEMENT, INC.	$235K	1,362	+97	ADD
280	SECURIAN ASSET MANAGEMENT, INC	$226K	1,310	0	NO CHANGE
281	Squarepoint Ops LLC	$226K	1,308	−4	TRIM
282	SIGNATUREFD, LLC	$225K	1,305	−35	TRIM
283	MGO ONE SEVEN LLC	$220K	1,278	+32	ADD
284	Brown Miller Wealth Management, LLC	$220K	1,278	+84	ADD
285	Sumitomo Mitsui DS Asset Management Company, Ltd	$219K	1,271	0	NO CHANGE
286	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	$219K	1,269	0	NO CHANGE
287	AE Wealth Management LLC	$218K	1,261	−219	TRIM
288	PRELUDE CAPITAL MANAGEMENT, LLC	$208K	1,204	+45	ADD
289	Cambridge Advisors Inc.	$207K	1,200	0	NO CHANGE
290	Stratos Wealth Partners, LTD.	$202K	1,173	−9	TRIM
291	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$189K	1,093	−9	TRIM
292	Parkside Financial Bank & Trust	$174K	1,009	+13	ADD
293	ABS Direct Equity Fund LLC	$172K	1,000	+1,000	NEW
294	Smartleaf Asset Management LLC	$166K	1,041	+297	ADD
295	Tower Research Capital LLC (TRC)	$162K	938	−1,542	TRIM
296	Spire Wealth Management	$158K	917	+2	ADD
297	Steward Partners Investment Advisory, LLC	$130K	751	0	NO CHANGE
298	Arax Advisory Partners	$124K	721	−627	TRIM
299	Geneos Wealth Management Inc.	$121K	700	−41	TRIM
300	TEMA ETFS LLC	$120K	697	+567	ADD
301	UMB Bank, n.a.	$114K	662	−16	TRIM
302	Solstein Capital, LLC	$104K	600	0	NO CHANGE
303	WESTPAC BANKING CORP	$101K	588	+588	NEW
304	Resona Asset Management Co.,Ltd.	$93.3K	584	0	NO CHANGE
305	Eurizon Capital SGR S.p.A.	$82.8K	516	0	NO CHANGE
306	Groupe la Francaise	$78.6K	494	−67	TRIM
307	Hilltop National Bank	$76.2K	442	0	NO CHANGE
308	SHP Wealth Management	$76.2K	442	+17	ADD
309	Allworth Financial LP	$68.9K	400	+50	ADD
310	CNB Bank	$62.3K	361	−175	TRIM
311	Bayforest Capital Ltd	$36.2K	210	+17	ADD
312	Atlantic Union Bankshares Corp	$34.5K	200	0	NO CHANGE
313	Truvestments Capital LLC	$34.5K	200	−86	TRIM
314	MAI Capital Management	$34.2K	198	+80	ADD
315	Pinnacle Wealth Planning Services, Inc.	$33.8K	196	0	NO CHANGE
316	Cromwell Holdings LLC	$31.1K	180	0	NO CHANGE
317	PARADIGM ASSET MANAGEMENT CO LLC	$30.4K	176	0	NO CHANGE
318	Larson Financial Group LLC	$28.7K	166	−7	TRIM
319	Activest Wealth Management	$28.5K	165	−55	TRIM
320	SALEM INVESTMENT COUNSELORS INC	$25.0K	145	+145	NEW
321	CVA Family Office, LLC	$22.9K	133	+51	ADD
322	NATIXIS ADVISORS, LLC	$21.1K	122,480	+8,123	ADD
323	True Wealth Design, LLC	$20.7K	120	−11	TRIM
324	SJS Investment Consulting Inc.	$18.1K	105	−151	TRIM
325	Asset Dedication, LLC	$15.7K	91	0	NO CHANGE
326	Annis Gardner Whiting Capital Advisors, LLC	$14.8K	86	+78	ADD
327	MV CAPITAL MANAGEMENT, INC.	$13.5K	78	+1	ADD
328	GROUP ONE TRADING LLC	$12.9K	75	−220	TRIM
329	Vanguard National Trust Co	$12.1K	70	—	NO PRIOR
330	Aster Capital Management (DIFC) Ltd	$11.3K	75	+75	NEW
331	MATHER GROUP, LLC.	$8.8K	51	+51	NEW
332	SWAN Capital LLC	$8.1K	47	0	NO CHANGE
333	JONES FINANCIAL COMPANIES LLLP	$7.9K	46	+18	ADD
334	TD Waterhouse Canada Inc.	$7.9K	45	−1,392	TRIM
335	Financial Freedom, LLC	$7.4K	43	+43	NEW
336	Bell Investment Advisors, Inc	$6.9K	40	+3	ADD
337	ELEVATION WEALTH PARTNERS, LLC	$6.7K	39	+15	ADD
338	Westfuller Advisors, LLC	$6.7K	39	−34	TRIM
339	Meramec Financial Planners, LLC	$6.3K	34	0	NO CHANGE
340	SMA Capital LLC	$5.9K	34	+34	NEW
341	S&T BANK/PA	$5.7K	33	+2	ADD
342	JFS WEALTH ADVISORS, LLC	$5.7K	33	+2	ADD
343	Physician Wealth Advisors, Inc.	$5.2K	30	0	NO CHANGE
344	Private Wealth Management Group, LLC	$5.2K	30	0	NO CHANGE
345	Prestige Wealth Management Group LLC	$5.0K	29	0	NO CHANGE
346	WPG Advisers, LLC	$4.7K	27	−3	TRIM
347	GHP Investment Advisors, Inc.	$4.5K	26	0	NO CHANGE
348	Pacific Center for Financial Services	$4.5K	26	0	NO CHANGE
349	AMICA MUTUAL INSURANCE CO	$4.0K	23,030	0	NO CHANGE
350	Clearstead Advisors, LLC	$3.8K	22	+12	ADD
351	CENTRAL TRUST Co	$3.6K	21	0	NO CHANGE
352	Treasurer of the State of North Carolina	$3.6K	20,883	+447	ADD
353	Clearstead Trust, LLC	$3.1K	18	+18	NEW
354	Kingdom Financial Group LLC.	$3.1K	18	0	NO CHANGE
355	Grove Bank & Trust	$2.9K	17	+16	ADD
356	Transamerica Financial Advisors, LLC	$2.9K	17	−1	TRIM
357	THRIVENT FINANCIAL FOR LUTHERANS	$2.8K	16,026	−1,390	TRIM
358	MCF Advisors LLC	$2.8K	16	—	NO PRIOR
359	Rialto Wealth Management, LLC	$2.6K	15	+2	ADD
360	ALGERT GLOBAL LLC	$2.5K	14,720	−18,146	TRIM
361	CANADA LIFE ASSURANCE Co	$2.3K	13,456	0	NO CHANGE
362	SouthState Bank Corp	$2.1K	12	0	NO CHANGE
363	Medallion Wealth Advisors, LLC	$2.1K	12	—	NO PRIOR
364	Owl Creek Wealth Partners LLC	$1.7K	10	—	NO PRIOR
365	Burk Holdings LLC	$1.6K	9	+9	NEW
366	SUMMIT SECURITIES GROUP LLC	$1.4K	8	−66	TRIM
367	Investors Research Corp	$1.4K	8	+8	NEW
368	Retirement Wealth Solutions LLC	$1.4K	8	−1	TRIM
369	BROWN, LISLE/CUMMINGS, INC.	$1.2K	7	+7	NEW
370	Marquette Asset Management, LLC	$1.2K	7	+7	NEW
371	Johnson Financial Group, Inc.	$1.2K	7	0	NO CHANGE
372	Triumph Capital Management	$1.2K	7	0	NO CHANGE
373	DiNuzzo Private Wealth, Inc.	$1.2K	7	0	NO CHANGE
374	DekaBank Deutsche Girozentrale	$1.2K	7,142	0	NO CHANGE
375	Abound Wealth Management	$1.1K	7	0	NO CHANGE
376	Manchester Capital Management LLC	$1.0K	6	0	NO CHANGE
377	Synergy Investment Management, LLC	$1.0K	6	+6	NEW
378	State of Alaska, Department of Revenue	$829	4,811	−70	TRIM
379	Sachetta, LLC	$690	4	+4	NEW
380	Clayton Financial Group LLC	$690	4	−5	TRIM
381	Beacon Financial Strategies CORP	$690	4	0	NO CHANGE
382	Vestcor Inc	$574	3,330	0	NO CHANGE
383	Quaker Wealth Management, LLC	$518	3	0	NO CHANGE
384	Vermillion Wealth Management, Inc.	$518	3	+3	NEW
385	HFM Investment Advisors, LLC	$518	3	0	NO CHANGE
386	Clark Wealth Partners	$518	3	0	NO CHANGE
387	American Capital Advisory, LLC	$345	2	+2	NEW
388	TopTier Wealth Management, LLC	$345	2	+2	NEW
389	PARK AVENUE SECURITIES LLC	$317	1,835	−222	TRIM
390	KBC Group NV	$274	1,588	+222	ADD
391	Claret Asset Management Corp	$263	1,525	0	NO CHANGE
392	TFC Financial Management, Inc.	$173	1	0	NO CHANGE
393	Cassaday & Co Wealth Management LLC	$173	1	+1	NEW
394	Kilter Group LLC	$173	1	−2	TRIM
395	MidFirst Bank	$173	1	+1	NEW
396	3 FACTOR INDEXING, LLC	$173	1	—	NO PRIOR
397	Key FInancial Inc	$172	1	0	NO CHANGE
398	Employees Retirement System of Texas	$71	413	0	NO CHANGE
399	Smithfield Trust Co	$41	239	0	NO CHANGE
400	Capital Analysts, LLC	$1	4	+4	NEW
401	Capital Advisors, Ltd. LLC	$0	1	+1	NEW
402	Harvest Fund Management Co., Ltd	$0	1	0	NO CHANGE
403	Avion Wealth	$0	4	−3	TRIM
404	VANGUARD GROUP INC	—	—	—	n/c
405	COMERICA BANK	—	—	—	n/c
406	VIRGINIA RETIREMENT SYSTEMS ET Al	—	—	—	n/c
407	CIBC WORLD MARKETS CORP	—	—	—	n/c
408	CIBC Private Wealth Group LLC	—	—	—	n/c
409	Global Retirement Partners, LLC	—	—	—	n/c
410	Iron Triangle Partners LP	—	—	—	n/c
411	DV EQUITIES, LLC	—	—	—	n/c
412	SageView Advisory Group, LLC	—	—	—	n/c
413	GLENMEDE TRUST CO NA	—	—	−2,633	EXIT
414	FIRST MANHATTAN CO. LLC.	—	—	−10,837	EXIT
415	HARBOUR INVESTMENTS, INC.	—	—	−51	EXIT
416	HOWARD HUGHES MEDICAL INSTITUTE	—	—	−11	EXIT
417	SOROS FUND MANAGEMENT LLC	—	—	−6,778	EXIT
418	RENAISSANCE TECHNOLOGIES LLC	—	—	−10,200	EXIT
419	WCM INVESTMENT MANAGEMENT, LLC	—	—	−102,234	EXIT
420	LOGAN CAPITAL MANAGEMENT INC	—	—	−10,975	EXIT
421	Empyrean Capital Partners, LP	—	—	−121,500	EXIT
422	Magnetar Financial LLC	—	—	−4,804	EXIT
423	NORGES BANK	—	—	−485,087	EXIT
424	TWO SIGMA ADVISERS, LP	—	—	−2,300	EXIT
425	Sio Capital Management, LLC	—	—	−54,985	EXIT
426	SIMPLEX TRADING, LLC	—	—	−3,601	EXIT
427	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	—	—	−8,002	EXIT
428	Focus Partners Wealth	—	—	−9,080	EXIT
429	Eos Management, L.P.	—	—	−8,412	EXIT
430	BOOTHBAY FUND MANAGEMENT, LLC	—	—	−10,300	EXIT
431	SUVRETTA CAPITAL MANAGEMENT, LLC	—	—	−1,010	EXIT
432	Metis Global Partners, LLC	—	—	−1,068	EXIT
433	Lighthouse Investment Partners, LLC	—	—	−1,489	EXIT
434	Point72 Asset Management, L.P.	—	—	−221,592	EXIT
435	WINTON GROUP Ltd	—	—	−46,163	EXIT
436	Man Group plc	—	—	−9,457	EXIT
437	Versor Investments LP	—	—	−2,802	EXIT
438	Quadrature Capital Ltd	—	—	−6,837	EXIT
439	Oribel Capital Management, LP	—	—	−54,500	EXIT
440	Oliver Luxxe Assets LLC	—	—	−10,284	EXIT
441	Intrinsic Edge Capital Management LLC	—	—	−10,000	EXIT
442	Legacy Bridge, LLC	—	—	−24	EXIT
443	Qube Research & Technologies Ltd	—	—	−5,797	EXIT
444	Cynosure Group, LLC	—	—	−2,477	EXIT
445	Apollon Wealth Management, LLC	—	—	−1,454	EXIT
446	Integral Health Asset Management, LLC	—	—	−45,000	EXIT
447	CERTUITY, LLC	—	—	−1,579	EXIT
448	Veracity Capital LLC	—	—	−1,384	EXIT
449	Kestra Advisory Services, LLC	—	—	−545	EXIT
450	Sage Mountain Advisors LLC	—	—	−1,865	EXIT
451	F/m Investments LLC	—	—	−1,570	EXIT
452	Interchange Capital Partners, LLC	—	—	−1,368	EXIT
453	Optiver Holding B.V.	—	—	−103	EXIT
454	NewEdge Wealth, LLC	—	—	−2,580	EXIT
455	CenterBook Partners LP	—	—	−3,899	EXIT
456	Delos Wealth Advisors, LLC	—	—	−29	EXIT
457	AlphaQuest LLC	—	—	−2,108	EXIT
458	Forum Financial Management, LP	—	—	−2,132	EXIT
459	Cape Investment Advisory, Inc.	—	—	−204	EXIT
460	Dunhill Financial, LLC	—	—	−2	EXIT
461	Vinva Investment Management Ltd	—	—	−1,132	EXIT
462	Frazier Financial Advisors, LLC	—	—	−11	EXIT
463	Turtle Creek Wealth Advisors, LLC	—	—	−1,189	EXIT
464	Abel Hall, LLC	—	—	−1,379	EXIT
465	Mowery & Schoenfeld Wealth Management, LLC	—	—	−6	EXIT
466	Arrowpoint Investment Partners (Singapore) Pte. Ltd.	—	—	−4,053	EXIT
467	Quest 10 Wealth Builders, Inc.	—	—	−1	EXIT
468	Wealth Watch Advisors, INC	—	—	−10	EXIT
469	REAP Financial Group, LLC	—	—	−100	EXIT
470	SummitTX Capital, L.P.	—	—	−13,066	EXIT
471	Rakuten Investment Management, Inc.	—	—	−4,389	EXIT
472	VARCOV Co.	—	—	−1,774	EXIT
473	Fideuram Asset Management (Ireland) dac	—	—	−45	EXIT

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

Congress ↔ notable managers · CRL

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

Adding: 2 Gotham Asset Management, Moore Capital Management $69.3M held
Trimming: 2 Bridgewater Associates, Soros Fund Management $1.2M held

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

Merged timeline of congressional filings and notable-manager moves on CRL
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	ADD	+68,986 sh
2026-05-15	Moore Capital Management 13F	ADD	+32,331 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−15,219 sh
2026-05-15	Soros Fund Management 13F	EXIT	−6,778 sh

4 newest, by filing date · 13F rows are quarter-end snapshots, not trades

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.