Who holds DOWticker 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 ↗

DOW HLDGS INC · COM · quarter ended 2026-03-31 · 29 members disclosed DOW ↗

868

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

$17.9B

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

842

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 DOW ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$2.2B	53,337,528	+53,337,528	new
2	VANGUARD CAPITAL MANAGEMENT LLC	$1.9B	46,193,815	—	no prior
3	STATE STREET CORP	$1.5B	35,113,389	+35,113,389	new
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.4B	32,835,529	—	no prior
5	PZENA INVESTMENT MANAGEMENT LLC	$789M	18,947,602	+18,947,602	new
6	MORGAN STANLEY	$582M	13,976,737	+13,976,737	new
7	AQR CAPITAL MANAGEMENT LLC	$430M	10,316,752	+10,316,752	new
8	Invesco Ltd.	$401M	9,632,130	+9,632,130	new
9	Capital Research Global Investors	$381M	9,146,090	+9,146,090	new
10	FMR LLC	$341M	8,184,684	+8,184,684	new
11	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$325M	7,809,221	+7,809,221	new
12	Capital World Investors	$296M	7,103,018	+7,103,018	new
13	NORTHERN TRUST CORP	$279M	6,707,541	+6,707,541	new
14	BANK OF AMERICA CORP /DE/	$233M	5,604,589	+5,604,589	new
15	Holocene Advisors, LP	$213M	5,120,568	+5,120,568	new
16	UBS Group AG	$207M	4,966,744	+4,966,744	new
17	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$201M	4,816,352	+4,816,352	new
18	Artemis Investment Management LLP	$198M	4,749,460	+4,749,460	new
19	TWO SIGMA INVESTMENTS, LP	$188M	4,505,377	+4,505,377	new
20	PRIMECAP MANAGEMENT CO/CA/	$181M	4,354,562	+4,354,562	new
21	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$176M	4,220,129	+4,220,129	new
22	WORLDQUANT MILLENNIUM ADVISORS LLC	$172M	4,128,609	+4,128,609	new
23	DIMENSIONAL FUND ADVISORS LP	$170M	4,082,982	+4,082,982	new
24	VANGUARD FIDUCIARY TRUST CO	$168M	4,029,867	—	no prior
25	STIFEL FINANCIAL CORP	$151M	3,630,786	+3,630,786	new
26	VOYA INVESTMENT MANAGEMENT LLC	$141M	3,384,551	+3,384,551	new
27	D. E. Shaw & Co., Inc.	$131M	3,133,461	+3,133,461	new
28	WELLS FARGO & COMPANY/MN	$130M	3,120,149	+3,120,149	new
29	Legal & General Group Plc	$124M	2,982,790	+2,982,790	new
30	BARCLAYS PLC	$97.8M	2,349,010	+2,349,010	new
31	MILLENNIUM MANAGEMENT LLC	$96.9M	2,326,561	+2,326,561	new
32	DEUTSCHE BANK AG\	$93.3M	2,240,259	+2,240,259	new
33	Swiss National Bank	$86.9M	2,085,850	+2,085,850	new
34	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$82.4M	1,978,149	+1,978,149	new
35	Electron Capital Partners, LLC	$79.9M	1,917,631	+1,917,631	new
36	BNP Paribas Asset Management Holding S.A.	$79.2M	1,902,501	+1,902,501	new
37	HSBC HOLDINGS PLC	$78.8M	1,885,843	+1,885,843	new
38	CITADEL ADVISORS LLC	$73.8M	1,771,379	+1,771,379	new
39	Nuveen, LLC	$73.3M	1,758,885	+1,758,885	new
40	ROYAL BANK OF CANADA	$71.8M	1,723,464	+1,723,464	new
41	Mitsubishi UFJ Asset Management Co., Ltd.	$67.0M	1,607,613	+1,607,613	new
42	Vanguard Global Advisers, LLC	$65.2M	1,565,463	—	no prior
43	BALYASNY ASSET MANAGEMENT L.P.	$61.9M	1,486,689	+1,486,689	new
44	Amundi	$61.4M	1,473,716	+1,473,716	new
45	Connor, Clark & Lunn Investment Management Ltd.	$60.3M	1,447,649	+1,447,649	new
46	JENNISON ASSOCIATES LLC	$57.8M	1,386,562	+1,386,562	new
47	VANGUARD ASSET MANAGEMENT, Ltd	$55.6M	1,335,433	—	no prior
48	Eurizon Capital SGR S.p.A.	$53.4M	1,281,611	+1,281,611	new
49	Man Group plc	$53.2M	1,277,495	+1,277,495	new
50	JANE STREET GROUP, LLC	$51.7M	1,240,605	+1,240,605	new
51	NORDEA INVESTMENT MANAGEMENT AB	$51.0M	1,198,621	+1,198,621	new
52	M&T BANK CORP	$50.7M	1,217,252	+1,217,252	new
53	RAYMOND JAMES FINANCIAL INC	$49.1M	1,180,027	+1,180,027	new
54	Advisors Capital Management, LLC	$47.8M	1,147,656	+1,147,656	new
55	LPL Financial LLC	$47.4M	1,137,482	+1,137,482	new
56	SAMLYN CAPITAL, LLC	$47.3M	1,135,045	+1,135,045	new
57	ENVESTNET ASSET MANAGEMENT INC	$47.2M	1,133,970	+1,133,970	new
58	Korea Investment CORP	$43.2M	1,036,992	+1,036,992	new
59	CITIGROUP INC	$40.2M	964,510	+964,510	new
60	FIRST TRUST ADVISORS LP	$39.9M	959,020	+959,020	new
61	Susquehanna Portfolio Strategies, LLC	$39.8M	956,288	+956,288	new
62	Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.	$39.5M	948,919	+948,919	new
63	TRUIST FINANCIAL CORP	$38.7M	929,749	+929,749	new
64	Assenagon Asset Management S.A.	$38.0M	911,383	+911,383	new
65	PointState Capital LP	$37.6M	902,960	+902,960	new
66	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$37.0M	888,559	+888,559	new
67	Swiss Life Asset Management Ltd	$34.5M	829,481	+829,481	new
68	PRINCIPAL FINANCIAL GROUP INC	$33.3M	799,028	+799,028	new
69	ALPS ADVISORS INC	$30.0M	719,348	+719,348	new
70	Alyeska Investment Group, L.P.	$29.1M	698,806	+698,806	new
71	IEQ CAPITAL, LLC	$28.3M	678,918	+678,918	new
72	Midwest Trust Co	$28.0M	672,901	+672,901	new
73	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$27.9M	670,314	+670,314	new
74	ALLIANCEBERNSTEIN L.P.	$27.4M	1,172,682	+1,172,682	new
75	Trexquant Investment LP	$27.2M	652,312	+652,312	new
76	ADAGE CAPITAL PARTNERS GP, L.L.C.	$26.8M	642,800	+642,800	new
77	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$26.7M	640,032	+640,032	new
78	CIBC WORLD MARKET INC.	$25.4M	609,577	+609,577	new
79	AVIVA PLC	$25.4M	608,821	+608,821	new
80	Mariner, LLC	$24.1M	579,404	+579,404	new
81	COMMONWEALTH EQUITY SERVICES, LLC	$23.3M	558,737	+558,737	new
82	TUDOR INVESTMENT CORP ET AL	$23.2M	557,249	+557,249	new
83	SYM FINANCIAL Corp	$23.0M	551,771	+551,771	new
84	SCHRODER INVESTMENT MANAGEMENT GROUP	$21.0M	504,178	+504,178	new
85	GFS Advisors, LLC	$20.9M	500,940	+500,940	new
86	Banco Santander, S.A.	$19.9M	478,984	+478,984	new
87	GROUP ONE TRADING LLC	$19.3M	463,217	+463,217	new
88	SIMPLEX TRADING, LLC	$19.0M	459,257	+459,257	new
89	BANK OF MONTREAL /CAN/	$18.9M	452,900	+452,900	new
90	Capital International Investors	$18.6M	447,418	+447,418	new
91	Creative Planning	$18.2M	436,260	+436,260	new
92	CIBC Bancorp USA Inc.	$17.9M	430,855	—	no prior
93	Zurcher Kantonalbank (Zurich Cantonalbank)	$17.6M	422,568	+422,568	new
94	Advisors Asset Management, Inc.	$17.2M	413,560	+413,560	new
95	Aberdeen Group plc	$17.2M	413,423	+413,423	new
96	Cerity Partners LLC	$17.1M	409,501	+409,501	new
97	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$16.8M	404,386	+404,386	new
98	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$16.8M	402,455	+402,455	new
99	HighTower Advisors, LLC	$16.0M	385,322	+385,322	new
100	XTX Topco Ltd	$16.0M	384,252	+384,252	new
101	STATE OF WISCONSIN INVESTMENT BOARD	$15.9M	380,693	+380,693	new
102	CWM, LLC	$15.2M	364,850	+364,850	new
103	Chevy Chase Trust Holdings, LLC	$15.0M	359,274	+359,274	new
104	Cetera Investment Advisers	$14.8M	354,855	+354,855	new
105	CLOUGH CAPITAL PARTNERS L P	$14.8M	354,180	+354,180	new
106	APG Asset Management N.V.	$14.5M	400,402	+400,402	new
107	Quantinno Capital Management LP	$14.1M	337,651	+337,651	new
108	Recurrent Investment Advisors LLC	$14.0M	335,209	+335,209	new
109	Vanguard Investments Australia, Ltd.	$13.9M	334,568	—	no prior
110	KLCM Advisors, Inc.	$13.7M	328,514	+328,514	new
111	BROWN ADVISORY INC	$13.1M	314,264	+314,264	new
112	Voleon Capital Management LP	$12.6M	302,232	+302,232	new
113	Asset Management One Co., Ltd.	$12.4M	297,008	+297,008	new
114	NewEdge Advisors, LLC	$12.3M	295,204	+295,204	new
115	Pictet Asset Management Holding SA	$12.2M	293,314	+293,314	new
116	WINTON GROUP Ltd	$12.2M	292,212	+292,212	new
117	OSAIC HOLDINGS, INC.	$12.0M	287,505	+287,505	new
118	TD ASSET MANAGEMENT INC	$11.9M	284,857	+284,857	new
119	STOREBRAND ASSET MANAGEMENT AS	$11.7M	280,512	—	no prior
120	Gotham Asset Management, LLC	$11.6M	279,188	+279,188	new
121	Wealthfront Advisers LLC	$11.6M	278,988	+278,988	new
122	SEI INVESTMENTS CO	$11.6M	278,822	+278,822	new
123	Curi Capital, LLC	$11.6M	277,388	+277,388	new
124	NOMURA ASSET MANAGEMENT CO LTD	$11.5M	275,919	+275,919	new
125	Aquatic Capital Management LLC	$11.3M	271,742	+271,742	new
126	Addenda Capital Inc.	$11.2M	269,800	+269,800	new
127	Allianz Asset Management GmbH	$10.9M	262,204	+262,204	new
128	FIFTH THIRD BANCORP	$10.5M	252,455	+252,455	new
129	Baird Financial Group, Inc.	$10.5M	251,438	+251,438	new
130	Trek Financial, LLC	$10.3M	247,458	+247,458	new
131	Old West Investment Management, LLC	$10.3M	246,526	+246,526	new
132	State of New Jersey Common Pension Fund D	$10.3M	246,446	+246,446	new
133	OPPENHEIMER ASSET MANAGEMENT INC.	$9.8M	234,141	+234,141	new
134	Cambria Investment Management, L.P.	$9.6M	230,708	+230,708	new
135	VICTORY CAPITAL MANAGEMENT INC	$9.6M	229,491	+229,491	new
136	NATIONAL BANK OF CANADA /FI/	$9.3M	223,746	+223,746	new
137	Resona Asset Management Co.,Ltd.	$9.3M	223,188	+223,188	new
138	Bell Bank	$9.0M	215,197	+215,197	new
139	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$8.9M	214,459	+214,459	new
140	US BANCORP \DE\	$8.9M	213,045	+213,045	new
141	MERCER GLOBAL ADVISORS INC /ADV	$8.6M	207,469	+207,469	new
142	FULLER & THALER ASSET MANAGEMENT, INC.	$8.6M	205,817	+205,817	new
143	AMERICAN CENTURY COMPANIES INC	$8.4M	201,972	+201,972	new
144	Focus Partners Wealth	$8.2M	197,664	+197,664	new
145	Tredje AP-fonden	$8.2M	197,433	+197,433	new
146	WELLINGTON MANAGEMENT GROUP LLP	$8.2M	195,884	+195,884	new
147	Czech National Bank	$8.1M	195,417	+195,417	new
148	Arizona State Retirement System	$8.0M	193,132	+193,132	new
149	GUGGENHEIM CAPITAL LLC	$8.0M	192,453	+192,453	new
150	GREENWOOD CAPITAL ASSOCIATES LLC	$8.0M	191,789	+191,789	new
151	Schonfeld Strategic Advisors LLC	$8.0M	191,434	+191,434	new
152	STATE OF MICHIGAN RETIREMENT SYSTEM	$7.8M	187,411	+187,411	new
153	Y-Intercept (Hong Kong) Ltd	$7.7M	185,026	+185,026	new
154	LONESTAR CAPITAL MANAGEMENT LLC	$7.5M	180,000	+180,000	new
155	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$7.5M	179,183	+179,183	new
156	Centiva Capital, LP	$7.4M	177,425	+177,425	new
157	Waverly Advisors, LLC	$7.4M	177,379	+177,379	new
158	ProShare Advisors LLC	$7.2M	173,631	+173,631	new
159	Night Squared LP	$7.1M	170,929	+170,929	new
160	Kestra Advisory Services, LLC	$7.1M	170,645	+170,645	new
161	CIBC Asset Management Inc	$7.1M	170,438	+170,438	new
162	Sagefield Capital LP	$7.1M	169,401	+169,401	new
163	BARINGS LLC	$7.1M	169,361	+169,361	new
164	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$7.0M	167,144	+167,144	new
165	Walleye Trading LLC	$6.9M	166,295	+166,295	new
166	Corient Private Wealth LLC	$6.7M	162,630	+162,630	new
167	Edgestream Partners, L.P.	$6.7M	161,151	+161,151	new
168	SEB Asset Management AB	$6.6M	159,445	—	no prior
169	TKG Advisors, LLC	$6.5M	156,621	+156,621	new
170	Caption Management, LLC	$6.4M	154,300	+154,300	new
171	Retirement Systems of Alabama	$6.3M	152,373	+152,373	new
172	WCG Wealth Advisors LLC	$6.3M	151,619	+151,619	new
173	GATEWAY INVESTMENT ADVISERS LLC	$6.3M	151,109	+151,109	new
174	Dakota Wealth Management	$6.2M	147,886	+147,886	new
175	XPONANCE LLC	$6.0M	143,806	+143,806	new
176	Vanguard Personalized Indexing Management, LLC	$6.0M	143,398	+143,398	new
177	Qsemble Capital Management, LP	$5.8M	139,736	+139,736	new
178	Mirae Asset Global Investments Co., Ltd.	$5.8M	138,989	+138,989	new
179	Boston Partners	$5.7M	137,727	+137,727	new
180	Pine Valley Investments Ltd Liability Co	$5.5M	132,596	+132,596	new
181	CAISSE DES DEPOTS ET CONSIGNATIONS	$5.4M	130,500	+130,500	new
182	Quadrature Capital Ltd	$5.2M	124,997	+124,997	new
183	Tidal Investments LLC	$5.2M	124,789	+124,789	new
184	KEYBANK NATIONAL ASSOCIATION/OH	$5.1M	122,250	+122,250	new
185	Daiwa Securities Group Inc.	$5.1M	121,664	+121,664	new
186	PUBLIC SECTOR PENSION INVESTMENT BOARD	$4.9M	116,453	+116,453	new
187	NEOS Investment Management LLC	$4.9M	116,450	+116,450	new
188	&PARTNERS	$4.8M	116,352	+116,352	new
189	BANK OF NOVA SCOTIA	$4.8M	115,659	+115,659	new
190	Leonteq Securities AG	$4.8M	114,903	+114,903	new
191	Utah Retirement Systems	$4.8M	114,863	+114,863	new
192	Generali Investments, Management Co LLC	$4.7M	112,141	+112,141	new
193	FRANKLIN RESOURCES INC	$4.6M	110,745	+110,745	new
194	IFM Investors Pty Ltd	$4.5M	109,144	+109,144	new
195	Bellwether Advisors, LLC	$4.5M	106,856	+106,856	new
196	Rakuten Investment Management, Inc.	$4.4M	106,152	+106,152	new
197	ASR Vermogensbeheer N.V.	$4.4M	105,630	+105,630	new
198	JACKSON SQUARE CAPITAL, LLC	$4.3M	104,434	+104,434	new
199	Sanctuary Advisors, LLC	$4.2M	101,444	+101,444	new
200	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$4.2M	99,776	+99,776	new
201	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$4.2M	99,752	+99,752	new
202	True North Advisors, LLC	$4.1M	99,374	+99,374	new
203	Pathstone Holdings, LLC	$4.1M	98,923	+98,923	new
204	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$4.1M	97,959	+97,959	new
205	BLAIR WILLIAM & CO/IL	$4.0M	97,108	+97,108	new
206	MACKENZIE FINANCIAL CORP	$4.0M	96,475	+96,475	new
207	Collar Capital Management, LLC	$4.0M	95,457	+95,457	new
208	Truvestments Capital LLC	$4.0M	95,189	+95,189	new
209	Private Advisor Group, LLC	$4.0M	95,031	+95,031	new
210	Morningstar Investment Management LLC	$3.9M	93,763	+93,763	new
211	ING GROEP NV	$3.9M	93,701	+93,701	new
212	Walleye Capital LLC	$3.9M	92,987	+92,987	new
213	NISSAY ASSET MANAGEMENT CORP /JAPAN	$3.9M	92,725	+92,725	new
214	Ensign Peak Advisors, Inc	$3.8M	91,452	+91,452	new
215	Sumitomo Mitsui DS Asset Management Company, Ltd	$3.8M	90,481	+90,481	new
216	Owen LaRue, LLC	$3.7M	88,170	+88,170	new
217	KMG FIDUCIARY PARTNERS, LLC	$3.5M	84,584	+84,584	new
218	Merit Financial Group, LLC	$3.5M	84,538	+84,538	new
219	Sowell Financial Services LLC	$3.5M	83,595	+83,595	new
220	Disciplined Equity Management, Inc.	$3.4M	82,799	+82,799	new
221	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$3.4M	82,138	+82,138	new
222	Next Level Private LLC	$3.4M	80,620	+80,620	new
223	Janus Henderson Group Ltd.	$3.3M	79,411	+79,411	new
224	Americana Partners, LLC	$3.3M	79,082	+79,082	new
225	TD Waterhouse Canada Inc.	$3.2M	79,070	+79,070	new
226	Diversified Trust Co	$3.2M	77,237	+77,237	new
227	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$3.2M	76,306	+76,306	new
228	CastleKnight Management LP	$3.2M	75,700	+75,700	new
229	Unison Advisors LLC	$3.1M	75,242	+75,242	new
230	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$3.1M	73,597	+73,597	new
231	OP Asset Management Ltd	$3.0M	71,908	—	no prior
232	Frank, Rimerman Advisors LLC	$3.0M	71,750	+71,750	new
233	OCCUDO QUANTITATIVE STRATEGIES LP	$3.0M	73,116	+73,116	new
234	Orca Wealth Management, LLC	$2.9M	68,692	+68,692	new
235	Parcion Private Wealth LLC	$2.8M	67,732	+67,732	new
236	U.S. Capital Wealth Advisors, LLC	$2.8M	67,325	+67,325	new
237	Capital Asset Advisory Services LLC	$2.7M	74,228	+74,228	new
238	Rehmann Capital Advisory Group	$2.7M	64,088	+64,088	new
239	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$2.6M	61,322	+61,322	new
240	MEYER HANDELMAN CO	$2.5M	61,168	+61,168	new
241	Royal Fund Management, LLC	$2.5M	60,946	+60,946	new
242	Haverford Trust Co	$2.5M	60,822	+60,822	new
243	Rockefeller Capital Management L.P.	$2.5M	60,625	+60,625	new
244	Delta Global Management LP	$2.5M	60,580	+60,580	new
245	FIRST CITIZENS BANK & TRUST CO	$2.5M	59,228	+59,228	new
246	Massar Capital Management, LP	$2.5M	58,957	+58,957	new
247	MACQUARIE GROUP LTD	$2.4M	57,766	+57,766	new
248	Empowered Funds, LLC	$2.4M	56,767	+56,767	new
249	Jackson Hole Capital Partners, LLC	$2.4M	56,439	+56,439	new
250	D.A. DAVIDSON & CO.	$2.3M	56,329	+56,329	new
251	OPPENHEIMER & CO INC	$2.3M	56,237	+56,237	new
252	Avior Wealth Management, LLC	$2.3M	56,228	+56,228	new
253	Envestnet Portfolio Solutions, Inc.	$2.3M	54,631	+54,631	new
254	Dai-ichi Life Insurance Company, Ltd	$2.3M	54,617	+54,617	new
255	Inman Jager Wealth Management, LLC	$2.3M	54,487	+54,487	new
256	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	$2.3M	54,485	+54,485	new
257	Focus Partners Advisor Solutions, LLC	$2.3M	54,063	+54,063	new
258	Summit Trail Advisors, LLC	$2.2M	52,997	+52,997	new
259	Financial Sense Advisors, Inc.	$2.2M	52,887	+52,887	new
260	Beacon Pointe Advisors, LLC	$2.2M	52,288	+52,288	new
261	Rafferty Asset Management, LLC	$2.2M	51,928	+51,928	new
262	180 WEALTH ADVISORS, LLC	$2.1M	51,262	+51,262	new
263	Investment Management Corp of Ontario	$2.1M	50,803	+50,803	new
264	Allspring Global Investments Holdings, LLC	$2.1M	51,391	+51,391	new
265	Sivia Capital Partners, LLC	$2.1M	49,746	+49,746	new
266	COMMERCE BANK	$2.1M	49,559	+6,117	add
267	Howard Capital Management, LLC	$2.1M	49,464	+49,464	new
268	Steward Partners Investment Advisory, LLC	$2.1M	49,417	+49,417	new
269	Avanza Fonder AB	$2.1M	49,351	+49,351	new
270	Allworth Financial LP	$2.0M	49,140	+49,140	new
271	INDEPENDENT FINANCIAL GROUP, LLC	$2.0M	49,028	—	no prior
272	Vestmark Advisory Solutions, Inc.	$2.0M	48,652	+48,652	new
273	WINDWARD CAPITAL MANAGEMENT CO /CA	$2.0M	47,672	+47,672	new
274	Brevan Howard Capital Management LP	$2.0M	47,256	+47,256	new
275	SCOTIA CAPITAL INC.	$1.9M	46,648	+46,648	new
276	Hudson Bay Capital Management LP	$1.9M	45,892	+45,892	new
277	WATERS PARKERSON & CO., LLC	$1.9M	45,690	+45,690	new
278	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$1.9M	45,081	+45,081	new
279	National Pension Service	$1.9M	44,421	+44,421	new
280	ALERUS FINANCIAL NA	$1.8M	44,127	+44,127	new
281	ELEVATION POINT WEALTH PARTNERS, LLC	$1.8M	43,985	+43,985	new
282	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.8M	43,850	+43,850	new
283	Kovack Advisors, Inc.	$1.8M	44,066	+44,066	new
284	Oak Thistle LLC	$1.8M	43,543	+43,543	new
285	MIZUHO SECURITIES USA LLC	$1.8M	43,378	+43,378	new
286	Berkeley Capital Partners, LLC	$1.8M	43,187	+43,187	new
287	INTECH INVESTMENT MANAGEMENT LLC	$1.8M	42,747	+42,747	new
288	CREDIT AGRICOLE S A	$1.8M	42,597	+42,597	new
289	Vident Advisory, LLC	$1.8M	42,259	+42,259	new
290	Redmond Asset Management, LLC	$1.8M	42,112	+42,112	new
291	Summit Place Financial Advisors, LLC	$1.7M	41,575	+41,575	new
292	Wilmington Savings Fund Society, FSB	$1.7M	41,561	+1,081	add
293	MAI Capital Management	$1.7M	41,352	+41,352	new
294	EVERGREEN CAPITAL MANAGEMENT LLC	$1.7M	41,267	+41,267	new
295	MML INVESTORS SERVICES, LLC	$1.7M	40,992	+40,992	new
296	Norinchukin Bank, The	$1.7M	40,960	+40,960	new
297	HB Wealth Management, LLC	$1.7M	40,790	+40,790	new
298	Econ Financial Services Corp	$1.7M	40,378	+40,378	new
299	Pinnacle Financial Partners, Inc.	$1.7M	39,659	+39,659	new
300	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$1.6M	38,636	+38,636	new
301	Prospera Financial Services Inc	$1.6M	38,128	+38,128	new
302	PINNACLE ASSOCIATES LTD	$1.6M	38,008	+38,008	new
303	Buckley Wealth Management, LLC	$1.6M	37,908	+37,908	new
304	Federation des caisses Desjardins du Quebec	$1.6M	37,843	+37,843	new
305	CNB Bank	$1.6M	37,556	+37,556	new
306	DIVERSIFY WEALTH MANAGEMENT, LLC	$1.6M	39,393	+39,393	new
307	Chicago Partners Investment Group LLC	$1.6M	40,118	+40,118	new
308	Lantz Financial LLC	$1.6M	37,279	+37,279	new
309	Concurrent Investment Advisors, LLC	$1.5M	36,514	+36,514	new
310	Diversify Advisory Services, LLC	$1.5M	38,363	+38,363	new
311	FOX RUN MANAGEMENT, L.L.C.	$1.5M	36,105	+36,105	new
312	Pallas Capital Advisors LLC	$1.5M	35,618	+35,618	new
313	PFG Investments, LLC	$1.5M	34,926	+34,926	new
314	Dynamic Technology Lab Private Ltd	$1.5M	34,913	+34,913	new
315	Maryland State Retirement & Pension System	$1.4M	34,391	+34,391	new
316	Sequoia Financial Advisors, LLC	$1.4M	34,094	+34,094	new
317	VCI Wealth Management LLC	$1.4M	33,869	+33,869	new
318	Jacobi Capital Management LLC	$1.4M	33,667	+33,667	new
319	BRANDYWINE OAK PRIVATE WEALTH LLC	$1.4M	33,517	+33,517	new
320	OMERS ADMINISTRATION Corp	$1.4M	32,624	+32,624	new
321	Linden Thomas Advisory Services, LLC	$1.4M	32,422	+32,422	new
322	MFG WEALTH MANAGEMENT, INC.	$1.3M	32,311	+32,311	new
323	Moors & Cabot, Inc.	$1.3M	32,219	+32,219	new
324	Krilogy Financial LLC	$1.3M	33,604	+33,604	new
325	INCEPTIONR LLC	$1.3M	31,911	+31,911	new
326	McKinney Capital Management, LLC	$1.3M	31,732	—	no prior
327	CIDEL ASSET MANAGEMENT INC	$1.3M	30,839	+30,839	new
328	Annis Gardner Whiting Capital Advisors, LLC	$1.3M	30,212	+30,212	new
329	FOURPATH CAPITAL MANAGEMENT, LLC	$1.3M	30,180	+30,180	new
330	PRIVATE MANAGEMENT GROUP INC	$1.2M	30,000	+30,000	new
331	Bull Harbor Capital LLC	$1.2M	29,823	—	no prior
332	Magnetar Financial LLC	$1.2M	29,342	+29,342	new
333	MUFG Securities EMEA plc	$1.2M	29,416	+29,416	new
334	BOOTHBAY FUND MANAGEMENT, LLC	$1.2M	28,622	+28,622	new
335	COLDSTREAM CAPITAL MANAGEMENT INC	$1.2M	28,440	+28,440	new
336	PRUDENTIAL PLC	$1.2M	28,249	+28,249	new
337	ABN AMRO INVESTMENT SOLUTIONS	$1.2M	28,026	+28,026	new
338	Equitable Holdings, Inc.	$1.2M	37,426	+37,426	new
339	ROYAL LONDON ASSET MANAGEMENT LTD	$1.2M	27,986	+27,986	new
340	Hilltop Holdings Inc.	$1.2M	27,706	+22,891	add
341	Kingsview Wealth Management, LLC	$1.1M	27,606	+27,606	new
342	REGIONS FINANCIAL CORP	$1.1M	27,217	+27,217	new
343	Hartree Partners, LP	$1.1M	27,200	+27,200	new
344	NOMURA HOLDINGS INC	$1.1M	26,811	+26,811	new
345	SHEPHERD KAPLAN KROCHUK, LLC	$1.1M	26,702	+26,702	new
346	Stratos Wealth Partners, LTD.	$1.1M	26,620	+26,620	new
347	STEPHENS INC /AR/	$1.1M	26,139	+26,139	new
348	Caitong International Asset Management Co., Ltd	$1.1M	25,592	+25,592	new
349	DELTA ASSET MANAGEMENT LLC/TN	$1.1M	25,443	+25,443	new
350	Symmetry Investments LP	$1.1M	25,300	+25,300	new
351	Manatuck Hill Partners, LLC	$1.0M	25,000	+25,000	new
352	Uncommon Cents Investing LLC	$1.0M	24,995	+24,995	new
353	Bryn Mawr Trust Advisors, LLC	$1.0M	24,601	+24,601	new
354	626 Financial, LLC	$1.0M	24,585	+24,585	new
355	Garner Asset Management Corp	$1.0M	24,535	+24,535	new
356	QUADRANT CAPITAL GROUP LLC	$1.0M	24,424	+24,424	new
357	Empirical Finance, LLC	$1.0M	24,088	+24,088	new
358	Modera Wealth Management, LLC	$989K	23,757	+23,757	new
359	Obermeyer Wealth Partners	$984K	23,621	+23,621	new
360	MGO ONE SEVEN LLC	$984K	23,618	+23,618	new
361	Retirement Planning Co of New England, Inc.	$976K	23,426	+23,426	new
362	Radnor Capital Management, LLC	$974K	23,391	+23,391	new
363	Ausdal Financial Partners, Inc.	$964K	23,150	+23,150	new
364	Tower Research Capital LLC (TRC)	$963K	23,132	+23,132	new
365	Capital Investment Advisory Services, LLC	$961K	23,077	+23,077	new
366	Savvy Advisors, Inc.	$958K	23,008	+23,008	new
367	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$956K	22,959	+22,959	new
368	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$950K	23,351	+23,351	new
369	WOLVERINE ASSET MANAGEMENT LLC	$937K	22,500	+22,500	new
370	ROMANO BROTHERS AND COMPANY	$927K	22,261	+22,261	new
371	Wealthspire Advisors, LLC	$925K	22,216	+22,216	new
372	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	$917K	22,009	+22,009	new
373	Strategies Wealth Advisors, LLC	$908K	21,810	+21,810	new
374	BENJAMIN EDWARDS INC	$903K	21,683	+21,683	new
375	DAVENPORT & Co LLC	$902K	21,647	+21,647	new
376	QRG CAPITAL MANAGEMENT, INC.	$894K	21,470	+21,470	new
377	AE Wealth Management LLC	$892K	21,426	+21,426	new
378	CENTRAL TRUST Co	$881K	21,151	+21,151	new
379	FIRST FOUNDATION ADVISORS	$864K	20,737	+20,737	new
380	WADDELL & ASSOCIATES, LLC	$859K	20,632	+20,632	new
381	PROFUND ADVISORS LLC	$857K	20,583	+20,583	new
382	Metis Global Partners, LLC	$849K	20,393	+20,393	new
383	Argentarii, LLC	$848K	20,366	+20,366	new
384	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.	$833K	20,000	+20,000	new
385	EVOLVE PRIVATE WEALTH, LLC	$827K	19,853	+19,853	new
386	Probity Advisors, Inc.	$818K	19,635	+19,635	new
387	NATIXIS	$818K	19,630	+19,630	new
388	Composition Wealth, LLC	$806K	19,359	+19,359	new
389	OLD NATIONAL BANCORP /IN/	$796K	19,101	+19,101	new
390	Squarepoint Ops LLC	$794K	19,074	+19,074	new
391	Western Wealth Management, LLC	$791K	18,986	+18,986	new
392	DAYMARK WEALTH PARTNERS, LLC	$788K	18,913	+18,913	new
393	Polymer Capital Management (US) LLC	$784K	18,820	+18,820	new
394	Lighthouse Investment Partners, LLC	$776K	18,621	+18,621	new
395	LOWE BROCKENBROUGH & CO INC	$774K	18,593	+18,593	new
396	TT Capital Management LLC	$771K	18,500	+18,500	new
397	Intrua Financial, LLC	$770K	18,478	+18,478	new
398	MidFirst Bank	$759K	18,224	+18,224	new
399	MOODY NATIONAL BANK TRUST DIVISION	$745K	17,883	+17,883	new
400	Summit Financial, LLC	$745K	17,877	+17,877	new
401	1ST SOURCE BANK	$744K	17,871	+17,871	new
402	Meeder Advisory Services, Inc.	$740K	17,778	+17,778	new
403	Cresset Asset Management, LLC	$739K	17,752	+17,752	new
404	Lido Advisors, LLC	$737K	17,689	+17,689	new
405	STANCE CAPITAL LLC	$727K	17,445	+17,445	new
406	Parkside Financial Bank & Trust	$722K	17,327	+17,327	new
407	UMB Bank, n.a.	$708K	16,987	+16,987	new
408	XML Financial, LLC	$701K	16,834	+16,834	new
409	Ballentine Partners, LLC	$701K	16,831	+16,831	new
410	Silverberg Bernstein Capital Management LLC	$691K	16,579	+16,579	new
411	Entruity Wealth, LLC	$690K	16,563	+16,563	new
412	HOLDERNESS INVESTMENTS CO	$680K	16,325	+16,325	new
413	Clearstead Advisors, LLC	$676K	16,221	+16,221	new
414	Brookstone Capital Management	$676K	16,221	+16,221	new
415	Perigon Wealth Management, LLC	$668K	16,049	+16,049	new
416	Quantum Portfolio Management LLC	$665K	15,966	+15,966	new
417	VestGen Advisors, LLC	$664K	16,840	+16,840	new
418	Engineers Gate Manager LP	$655K	15,731	+15,731	new
419	Apollon Wealth Management, LLC	$651K	15,636	+15,636	new
420	World Investment Advisors	$649K	15,584	+15,584	new
421	Lombard Odier Asset Management (USA) Corp	$644K	15,456	+15,456	new
422	Herold Advisors, Inc.	$640K	15,373	+15,373	new
423	Lavaca Capital LLC	$634K	15,233	+15,233	new
424	Topsail Wealth Management, LLC	$633K	15,194	+15,194	new
425	Blue Trust, Inc.	$631K	15,154	+15,154	new
426	FIDUCIARY TRUST CO	$614K	14,746	+14,746	new
427	Candriam S.C.A.	$609K	14,633	+14,633	new
428	iSAM Funds (UK) Ltd	$603K	14,486	+14,486	new
429	Greenland Capital Management LP	$590K	14,170	+14,170	new
430	Verition Fund Management LLC	$590K	14,168	+14,168	new
431	Savant Capital, LLC	$576K	13,823	+13,823	new
432	FOUNDATIONS INVESTMENT ADVISORS, LLC	$572K	13,722	+13,722	new
433	Arax Advisory Partners	$571K	13,721	+13,721	new
434	Venture Visionary Partners LLC	$559K	13,417	+13,417	new
435	Bleakley Financial Group, LLC	$559K	13,409	+13,409	new
436	BAR HARBOR WEALTH MANAGEMENT	$558K	13,406	+13,406	new
437	Cherokee Insurance Co	$558K	13,391	+13,391	new
438	Perpetual Ltd	$557K	13,367	+13,367	new
439	American Investment Services, Inc.	$554K	13,290	+13,290	new
440	Frec Markets, Inc.	$552K	13,260	+13,260	new
441	SILVER OAK SECURITIES, INCORPORATED	$551K	13,228	+13,228	new
442	Procyon Advisors, LLC	$551K	13,224	+13,224	new
443	TEMA ETFS LLC	$551K	13,220	+13,220	new
444	Abel Hall, LLC	$548K	13,162	+13,162	new
445	Laird Norton Wetherby Trust Company, LLC	$548K	13,159	+13,159	new
446	EVOKE WEALTH, LLC	$547K	13,141	+13,141	new
447	Purewater Capital LLC	$545K	13,079	—	no prior
448	Brown Miller Wealth Management, LLC	$545K	13,076	+13,076	new
449	Samjo Management, LLC	$542K	13,003	+13,003	new
450	Essex Financial Services, Inc.	$541K	12,987	+12,987	new
451	Principle Wealth Partners LLC	$541K	12,982	+12,982	new
452	Baker Avenue Asset Management, LP	$532K	12,770	+12,770	new
453	MBL Wealth, LLC	$530K	12,737	+12,737	new
454	Kimelman & Baird, LLC	$530K	12,728	+12,728	new
455	Confluence Wealth Services, Inc.	$523K	12,565	+12,565	new
456	Aviance Capital Partners, LLC	$523K	12,555	+12,555	new
457	Turtle Creek Wealth Advisors, LLC	$514K	12,340	+12,340	new
458	Canal Capital Management, LLC	$511K	12,275	+12,275	new
459	Emissary Wealth LLC	$510K	12,254	+12,254	new
460	Rothschild Wealth LLC	$509K	12,220	+12,220	new
461	Widmann Financial Services, Inc.	$503K	12,083	+12,083	new
462	Quadcap Wealth Management, LLC	$502K	12,044	+12,044	new
463	Mraz, Amerine & Associates, Inc.	$499K	11,975	+11,975	new
464	TriaGen Wealth Management LLC	$496K	11,908	+11,908	new
465	M.E. ALLISON & CO., INC.	$495K	11,883	+11,883	new
466	McAdam, LLC	$494K	11,861	+11,861	new
467	Mesirow Financial Investment Management, Inc.	$488K	11,713	+11,713	new
468	CHOREO, LLC	$481K	11,555	+11,555	new
469	LexAurum Advisors, LLC	$479K	11,509	—	no prior
470	AMG National Trust Bank	$479K	11,508	+11,508	new
471	AlphaCore Capital LLC	$478K	11,481	+11,481	new
472	Avidian Wealth Enterprises, LLC	$476K	11,424	+11,424	new
473	Snowden Capital Advisors LLC	$472K	11,322	+11,322	new
474	MATHER GROUP, LLC.	$468K	11,240	+11,240	new
475	WEALTH EFFECTS LLC	$467K	11,223	+11,223	new
476	Larson Financial Group LLC	$467K	11,212	+11,212	new
477	Manske Wealth Management	$466K	11,198	+11,198	new
478	EP Wealth Advisors, LLC	$466K	11,195	+11,195	new
479	SEARLE & CO.	$464K	11,130	+11,130	new
480	Gibbs Wealth Management	$462K	11,104	+11,104	new
481	Atria Investments, Inc	$462K	11,081	+11,081	new
482	Atom Investors LP	$461K	11,070	+11,070	new
483	Murphy, Middleton, Hinkle & Parker, Inc.	$459K	11,016	+11,016	new
484	INSIGNEO ADVISORY SERVICES, LLC	$454K	10,892	+10,892	new
485	AlTi Global, Inc.	$451K	10,827	+10,827	new
486	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$450K	10,816	+10,816	new
487	CALDWELL SUTTER CAPITAL, INC.	$448K	10,746	+10,746	new
488	EXCALIBUR MANAGEMENT CORP	$447K	10,731	+10,731	new
489	SteelPeak Wealth, LLC	$445K	10,686	+10,686	new
490	Mutual Advisors, LLC	$443K	10,647	+10,647	new
491	TEACHER RETIREMENT SYSTEM OF TEXAS	$439K	10,551	+10,551	new
492	BROWN, LISLE/CUMMINGS, INC.	$436K	10,466	+10,466	new
493	Deseret Mutual Benefit Administrators	$435K	10,433	+10,433	new
494	QTR Family Wealth, LLC	$434K	11,075	+11,075	new
495	DT Investment Partners, LLC	$432K	10,381	+10,381	new
496	NewEdge Wealth, LLC	$430K	10,335	+10,335	new
497	JOHNSON INVESTMENT COUNSEL INC	$430K	10,334	+10,334	new
498	Siemens Fonds Invest GmbH	$426K	10,234	+10,234	new
499	Aptus Capital Advisors, LLC	$425K	10,209	+10,209	new
500	Sigma Planning Corp	$425K	10,208	+10,208	new

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

Congress ↔ notable managers · DOW

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

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 1 Tommy Tuberville R–AL $1K–$15K

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 $35.1M held
Trimming: 0 — $0 held

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

Merged timeline of congressional filings and notable-manager moves on DOW
Date	Who	Change	Size
2026-08-05	Tommy Tuberville Congress	Sale	$1K–$15K
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-05-15	Tudor Investment Corp 13F	new	+557,249 sh
2026-05-15	Gotham Asset Management 13F	new	+279,188 sh
2026-05-14	Caxton Associates 13F	new	+5,230 sh

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

29 members of Congress disclosed DOW — the congressional view ↗