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 ↗

AMDOCS LTD · SHS · Q1 2026 · 6 members disclosed DOX ↗

13F filers reporting this class for the quarter ended 2026-03-31: 347
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $5.5B
holders whose share count rose or who opened the position (new + add), by shares: 204
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 76

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 DOX ranked by reported value, 1–25 of 431 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	PZENA INVESTMENT MANAGEMENT LLC	$828M	12,681,089	+644,074	ADD
2	FMR LLC	$745M	11,418,572	−674,604	TRIM
3	BRANDES INVESTMENT PARTNERS, LP	$304M	4,655,087	+1,940,122	ADD
4	DIMENSIONAL FUND ADVISORS LP	$226M	3,463,797	+571,036	ADD
5	BlackRock, Inc.	$219M	3,358,942	+64,631	ADD
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$179M	2,739,053	—	NO PRIOR
7	FEDERATED HERMES, INC.	$177M	2,706,299	+2,575,566	ADD
8	AQR CAPITAL MANAGEMENT LLC	$148M	2,287,428	+687,624	ADD
9	WELLINGTON MANAGEMENT GROUP LLP	$142M	2,179,853	−956,044	TRIM
10	NORDEA INVESTMENT MANAGEMENT AB	$135M	2,101,694	+496,924	ADD
11	GEODE CAPITAL MANAGEMENT, LLC	$133M	1,996,627	+144,040	ADD
12	DigitalBridge Group, Inc.	$96.2M	1,474,060	+478,478	ADD
13	AMERICAN CENTURY COMPANIES INC	$95.6M	1,465,325	−142,481	TRIM
14	STATE STREET CORP	$94.9M	1,440,644	−34,658	TRIM
15	MORGAN STANLEY	$90.0M	1,378,348	−197,568	TRIM
16	STIFEL FINANCIAL CORP	$84.0M	1,286,680	+232,491	ADD
17	BANK OF AMERICA CORP /DE/	$82.4M	1,262,263	+284,435	ADD
18	NORTHERN TRUST CORP	$78.1M	1,196,693	+260,736	ADD
19	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$75.8M	1,161,166	+283,560	ADD
20	CRAWFORD INVESTMENT COUNSEL INC	$73.8M	1,131,054	+220,170	ADD
21	FIRST TRUST ADVISORS LP	$70.3M	1,077,258	+131,197	ADD
22	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$58.5M	895,802	−108,955	TRIM
23	Robeco Institutional Asset Management B.V.	$52.6M	806,287	+158,841	ADD
24	UBS Group AG	$45.5M	696,708	+234,946	ADD
25	NEW YORK STATE COMMON RETIREMENT FUND	$44.0M	673,606	+108,559	ADD

Show all 431 holders

13F holders of DOX ranked by reported value, 26–431 of 431 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	PRINCIPAL FINANCIAL GROUP INC	$42.2M	646,569	−47,075	TRIM
27	DEUTSCHE BANK AG\	$41.4M	634,387	+142,394	ADD
28	SEI INVESTMENTS CO	$37.2M	569,787	−138,035	TRIM
29	SEIZERT CAPITAL PARTNERS, LLC	$33.8M	518,317	−17,919	TRIM
30	RAYMOND JAMES FINANCIAL INC	$32.5M	498,738	+56,562	ADD
31	ROYAL BANK OF CANADA	$29.1M	446,125	+57,740	ADD
32	D. E. Shaw & Co., Inc.	$28.7M	439,392	+242,036	ADD
33	BOOTHBAY FUND MANAGEMENT, LLC	$25.2M	386,278	−20,344	TRIM
34	Invesco Ltd.	$25.0M	383,236	−208,149	TRIM
35	Allianz Asset Management GmbH	$24.6M	376,854	−11,987	TRIM
36	Nuveen, LLC	$24.1M	369,488	+10,784	ADD
37	Arbejdsmarkedets Tillaegspension	$23.1M	354,383	+52,906	ADD
38	Legal & General Group Plc	$23.1M	353,441	+17,603	ADD
39	FRANKLIN RESOURCES INC	$22.7M	347,216	+100,312	ADD
40	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$22.5M	344,578	−55,121	TRIM
41	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$22.0M	337,476	+17,901	ADD
42	Gotham Asset Management, LLC	$20.6M	315,526	+13,725	ADD
43	WELLS FARGO & COMPANY/MN	$19.6M	299,699	+35,691	ADD
44	Qube Research & Technologies Ltd	$19.6M	299,684	−122,177	TRIM
45	ENVESTNET ASSET MANAGEMENT INC	$19.2M	294,203	+87,262	ADD
46	RENAISSANCE TECHNOLOGIES LLC	$19.0M	291,800	+236,700	ADD
47	Bank of New York Mellon Corp	$18.7M	286,245	−507	TRIM
48	Walleye Capital LLC	$18.2M	278,174	+278,174	NEW
49	BANK OF MONTREAL /CAN/	$17.7M	271,445	+72,821	ADD
50	Aberdeen Group plc	$17.5M	268,510	+5,223	ADD
51	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$17.3M	264,285	−60,199	TRIM
52	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$17.0M	260,454	−58,299	TRIM
53	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$16.8M	257,870	+29,970	ADD
54	TWO SIGMA INVESTMENTS, LP	$16.8M	257,354	−509,674	TRIM
55	WESTWOOD HOLDINGS GROUP INC	$16.2M	248,417	+336	ADD
56	RICE HALL JAMES & ASSOCIATES, LLC	$15.5M	238,140	+8,118	ADD
57	Woodline Partners LP	$15.2M	233,043	+233,043	NEW
58	Distillate Capital Partners LLC	$14.7M	225,832	+72,312	ADD
59	BANK OF NOVA SCOTIA	$14.4M	221,241	+119,391	ADD
60	TD Waterhouse Canada Inc.	$14.1M	216,966	+199,718	ADD
61	Quantinno Capital Management LP	$14.1M	215,907	+79,664	ADD
62	ALPS ADVISORS INC	$13.9M	213,605	−10,374	TRIM
63	TD ASSET MANAGEMENT INC	$13.7M	210,209	+47,622	ADD
64	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$13.5M	207,570	−312,924	TRIM
65	CITADEL ADVISORS LLC	$13.3M	204,017	+132,446	ADD
66	Running Oak Capital LLC	$12.7M	193,340	+14,597	ADD
67	Talaria Asset Management Pty Ltd	$12.3M	188,200	+188,200	NEW
68	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$12.1M	184,915	+19,130	ADD
69	ExodusPoint Capital Management, LP	$12.1M	184,777	+184,777	NEW
70	LPL Financial LLC	$10.5M	160,447	+46,730	ADD
71	Polar Capital Holdings Plc	$10.4M	160,030	−19,314	TRIM
72	GW HENSSLER & ASSOCIATES LTD	$9.8M	149,782	+46,967	ADD
73	Artisan Partners Limited Partnership	$9.2M	140,326	−10,854	TRIM
74	Crossmark Global Holdings, Inc.	$9.0M	138,429	—	NO PRIOR
75	GLENMEDE TRUST CO NA	$8.6M	131,295	−14,736	TRIM
76	Illinois Municipal Retirement Fund	$8.2M	125,991	+18,745	ADD
77	CWM, LLC	$8.1M	124,517	+17,860	ADD
78	OCCUDO QUANTITATIVE STRATEGIES LP	$7.5M	115,375	+105,445	ADD
79	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$7.3M	111,407	−8,288	TRIM
80	Tidal Investments LLC	$7.0M	107,930	+14,382	ADD
81	GHP Investment Advisors, Inc.	$6.7M	103,249	−97	TRIM
82	HSBC HOLDINGS PLC	$6.5M	100,005	−141,793	TRIM
83	Diversified Trust Co	$6.4M	98,714	+29,454	ADD
84	Kingsview Wealth Management, LLC	$6.0M	91,926	−497	TRIM
85	CITIGROUP INC	$5.7M	86,732	−19,916	TRIM
86	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$5.6M	86,327	+86,327	NEW
87	Creative Planning	$5.6M	85,772	+45,632	ADD
88	CI INVESTMENTS INC.	$5.4M	82,322	+50,670	ADD
89	ALLIANCEBERNSTEIN L.P.	$5.3M	66,288	−184,647	TRIM
90	Marks Group Wealth Management, Inc	$5.0M	76,675	−4,562	TRIM
91	VANGUARD CAPITAL MANAGEMENT LLC	$5.0M	76,656	—	NO PRIOR
92	Man Group plc	$4.8M	73,452	−2	TRIM
93	MARTIN & CO INC /TN/	$4.4M	67,356	+804	ADD
94	Universal- Beteiligungs- und Servicegesellschaft mbH	$4.3M	65,378	−21,849	TRIM
95	COMMERCE BANK	$4.2M	64,153	+13,526	ADD
96	Ruffer LLP	$4.1M	62,880	+62,880	NEW
97	MACKENZIE FINANCIAL CORP	$4.0M	61,090	−57,808	TRIM
98	Y-Intercept (Hong Kong) Ltd	$4.0M	60,764	+60,764	NEW
99	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$3.9M	60,297	+30,355	ADD
100	WASATCH ADVISORS LP	$3.9M	59,757	+15,655	ADD
101	Corient Private Wealth LLC	$3.8M	59,419	−59,411	TRIM
102	OPPENHEIMER & CO INC	$3.8M	58,228	+12,191	ADD
103	Schonfeld Strategic Advisors LLC	$3.5M	53,501	−45,777	TRIM
104	Ashton Thomas Private Wealth, LLC	$3.5M	53,236	+15,966	ADD
105	Edgestream Partners, L.P.	$3.3M	50,055	+35,477	ADD
106	Strategic Global Advisors, LLC	$3.2M	49,218	−640	TRIM
107	Vestmark Advisory Solutions, Inc.	$3.2M	48,993	+288	ADD
108	Vanguard Global Advisers, LLC	$3.0M	46,131	—	NO PRIOR
109	Point72 Asset Management, L.P.	$3.0M	46,126	+27,652	ADD
110	FULLER & THALER ASSET MANAGEMENT, INC.	$2.9M	44,668	+44,668	NEW
111	Baird Financial Group, Inc.	$2.9M	44,235	+44,235	NEW
112	DIVIDEND ASSETS CAPITAL, LLC	$2.9M	44,133	+1,805	ADD
113	Hixon Zuercher, LLC	$2.8M	42,507	+10,134	ADD
114	Orion Porfolio Solutions, LLC	$2.8M	42,151	+31,564	ADD
115	Empowered Funds, LLC	$2.7M	41,454	−12	TRIM
116	Ironwood Investment Counsel, LLC	$2.5M	38,032	−5,619	TRIM
117	Cetera Investment Advisers	$2.5M	37,667	+4,673	ADD
118	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$2.4M	37,436	+10,089	ADD
119	Cerity Partners LLC	$2.3M	34,742	+19,402	ADD
120	LAZARD ASSET MANAGEMENT LLC	$2.2M	34,350	+1,808	ADD
121	CLARK ESTATES INC/NY	$2.2M	34,200	+7,200	ADD
122	USS Investment Management Ltd	$2.2M	33,558	+7,467	ADD
123	Summit Trail Advisors, LLC	$2.1M	31,829	+6,584	ADD
124	TRUIST FINANCIAL CORP	$2.0M	30,406	+3,221	ADD
125	Hilton Capital Management, LLC	$1.9M	29,513	+3,853	ADD
126	Two Point Capital Management, Inc.	$1.8M	27,373	−1,605	TRIM
127	Sanctuary Advisors, LLC	$1.8M	27,099	+5,729	ADD
128	Magnetar Financial LLC	$1.7M	26,677	+18,186	ADD
129	GUGGENHEIM CAPITAL LLC	$1.7M	26,306	+8,296	ADD
130	Numerai GP LLC	$1.7M	26,024	−28,715	TRIM
131	Banque Cantonale Vaudoise	$1.7M	25,295	−805	TRIM
132	VANGUARD ASSET MANAGEMENT, Ltd	$1.6M	24,749	—	NO PRIOR
133	EDMP, INC.	$1.5M	22,979	+2,651	ADD
134	Amundi	$1.5M	22,956	+12,181	ADD
135	Range Financial Group LLC	$1.4M	22,075	+646	ADD
136	Advisors Asset Management, Inc.	$1.4M	21,643	+7,562	ADD
137	Atria Investments, Inc	$1.4M	21,495	+7,425	ADD
138	MILLENNIUM MANAGEMENT LLC	$1.4M	21,028	−159,596	TRIM
139	FIRST MANHATTAN CO. LLC.	$1.2M	18,556	+1,020	ADD
140	Callan Family Office, LLC	$1.2M	18,697	+7,576	ADD
141	Arax Advisory Partners	$1.2M	18,695	+18,491	ADD
142	Voleon Capital Management LP	$1.2M	18,273	−17,968	TRIM
143	AIMZ Investment Advisors, LLC	$1.2M	17,999	+3	ADD
144	M&T BANK CORP	$1.1M	16,937	−235	TRIM
145	Pathstone Holdings, LLC	$1.1M	16,750	+5,002	ADD
146	Vident Advisory, LLC	$1.1M	16,233	−163	TRIM
147	CSS LLC/IL	$1.1M	16,217	+5,808	ADD
148	JACOBS LEVY EQUITY MANAGEMENT, INC	$1.0M	15,552	0	NO CHANGE
149	Cauble & Harre Wealth Management, Inc.	$1.0M	16,279	+16,279	NEW
150	BURNEY CO/	$1000K	15,317	+519	ADD
151	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$998K	15,292	−1,413	TRIM
152	Rehmann Capital Advisory Group	$967K	14,822	+3,789	ADD
153	Total Wealth Planning & Management, Inc.	$956K	14,651	+14,651	NEW
154	Ethic Inc.	$949K	14,546	−2,597	TRIM
155	Vest Financial, LLC	$926K	14,182	+1,546	ADD
156	Hilltop Holdings Inc.	$915K	14,024	+2,003	ADD
157	HighTower Advisors, LLC	$902K	13,824	−6,462	TRIM
158	Vanguard Personalized Indexing Management, LLC	$852K	13,058	+5,342	ADD
159	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$842K	12,901	−599	TRIM
160	VANGUARD FIDUCIARY TRUST CO	$840K	12,875	—	NO PRIOR
161	Bleakley Financial Group, LLC	$838K	12,844	+12,844	NEW
162	VOYA INVESTMENT MANAGEMENT LLC	$824K	12,624	−714	TRIM
163	Hennion & Walsh Asset Management, Inc.	$818K	12,528	−192	TRIM
164	BROWN ADVISORY INC	$807K	12,367	+70	ADD
165	US BANCORP \DE\	$783K	11,999	−996	TRIM
166	Mirae Asset Global Investments Co., Ltd.	$754K	11,554	+24	ADD
167	MONEY CONCEPTS CAPITAL CORP	$673K	10,313	+1,238	ADD
168	Inspire Investing, LLC	$672K	10,290	+6,232	ADD
169	AFFINITY INVESTMENT ADVISORS, LLC	$664K	10,169	+2,649	ADD
170	MERCER GLOBAL ADVISORS INC /ADV	$663K	10,155	+1,182	ADD
171	TWO SIGMA SECURITIES, LLC	$660K	10,107	+10,107	NEW
172	OSAIC HOLDINGS, INC.	$657K	10,060	+4,584	ADD
173	SEB Asset Management AB	$647K	9,913	—	NO PRIOR
174	Brevan Howard Capital Management LP	$638K	9,776	+9,776	NEW
175	&PARTNERS	$629K	9,783	+1,569	ADD
176	CANADA PENSION PLAN INVESTMENT BOARD	$626K	9,600	−2,600	TRIM
177	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$613K	9,395	+2,011	ADD
178	Jefferies Financial Group Inc.	$610K	9,349	+4,202	ADD
179	Sowell Financial Services LLC	$598K	9,163	+4	ADD
180	CIBC Bancorp USA Inc.	$591K	9,057	—	NO PRIOR
181	Chevy Chase Trust Holdings, LLC	$581K	8,900	−41	TRIM
182	MQS Management LLC	$565K	8,651	+8,651	NEW
183	Headlands Technologies LLC	$559K	8,560	−21,017	TRIM
184	DENALI ADVISORS LLC	$542K	8,310	+500	ADD
185	Impact Partnership Wealth, LLC	$534K	8,189	+8,189	NEW
186	Sylvest Advisors, LLC	$528K	8,085	+2,132	ADD
187	XPONANCE LLC	$508K	7,786	+2,430	ADD
188	EP Wealth Advisors, LLC	$493K	7,550	−285	TRIM
189	Storgate, LLC	$486K	7,445	−1,298	TRIM
190	Redmond Asset Management, LLC	$484K	7,417	−239	TRIM
191	Walleye Trading LLC	$458K	7,012	+7,012	NEW
192	Watershed Asset Management, L.L.C.	$444K	6,803	+6,803	NEW
193	Merit Financial Group, LLC	$441K	6,754	+368	ADD
194	CATALYST FINANCIAL PARTNERS LLC	$440K	6,745	+6,745	NEW
195	Severin Investments, LLC	$439K	6,720	+1,830	ADD
196	EVERGREEN CAPITAL MANAGEMENT LLC	$429K	6,513	−24	TRIM
197	Inscription Capital, LLC	$428K	6,565	+6,565	NEW
198	Trivium Point Advisory, LLC	$424K	6,500	0	NO CHANGE
199	Sequoia Financial Advisors, LLC	$420K	6,443	+218	ADD
200	Concurrent Investment Advisors, LLC	$411K	6,299	−550	TRIM
201	Morningstar Investment Management LLC	$403K	6,182	+6,182	NEW
202	SummitTX Capital, L.P.	$392K	6,008	−59,933	TRIM
203	ISTHMUS PARTNERS, LLC	$384K	5,877	+5,877	NEW
204	EXCALIBUR MANAGEMENT CORP	$370K	5,676	0	NO CHANGE
205	Utah Retirement Systems	$368K	5,643	−12,600	TRIM
206	SANDERS MORRIS HARRIS LLC	$359K	5,500	+5,500	NEW
207	Engineers Gate Manager LP	$358K	5,489	−14,568	TRIM
208	Oak Thistle LLC	$357K	5,466	−13,426	TRIM
209	MIRABELLA FINANCIAL SERVICES LLP	$353K	5,407	−22,427	TRIM
210	Tower Research Capital LLC (TRC)	$351K	5,373	+5,183	ADD
211	CHILDRESS CAPITAL ADVISORS, LLC	$346K	5,309	−4,164	TRIM
212	Maryland State Retirement & Pension System	$342K	5,247	0	NO CHANGE
213	EARNED WEALTH ADVISORS, LLC	$338K	5,172	+5,172	NEW
214	Intrepid Financial Planning Group LLC	$336K	5,150	−310	TRIM
215	FORA Capital, LLC	$331K	5,066	+5,066	NEW
216	J. Goldman & Co LP	$324K	4,965	+4,965	NEW
217	RITHOLTZ WEALTH MANAGEMENT	$322K	4,936	−6,135	TRIM
218	Mutual Advisors, LLC	$322K	4,936	−203	TRIM
219	Aviso Financial Inc.	$315K	4,830	−76	TRIM
220	Private Advisor Group, LLC	$308K	4,723	−63	TRIM
221	Federation des caisses Desjardins du Quebec	$308K	4,723	+893	ADD
222	Ifrah Financial Services, Inc.	$304K	4,659	−122	TRIM
223	Tempus Wealth Planning, LLC	$297K	4,555	−687	TRIM
224	FULTON BANK, N.A.	$281K	4,300	+47	ADD
225	Lansforsakringar Fondforvaltning AB (publ)	$279K	4,280	+1,368	ADD
226	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$261K	4,005	+4,005	NEW
227	Frec Markets, Inc.	$259K	3,972	+3,972	NEW
228	XTX Topco Ltd	$250K	3,833	−10,350	TRIM
229	D.A. DAVIDSON & CO.	$245K	3,760	+3,760	NEW
230	Torrey Growth & Income Advisors	$242K	3,755	0	NO CHANGE
231	NorthCrest Asset Manangement, LLC	$242K	3,643	+133	ADD
232	CIBC Asset Management Inc	$241K	3,686	0	NO CHANGE
233	GREAT VALLEY ADVISOR GROUP, INC.	$237K	3,632	+3,632	NEW
234	Abel Hall, LLC	$232K	3,549	+3,549	NEW
235	Grant Private Wealth Management Inc	$230K	3,526	+3,526	NEW
236	Machina Capital S.A.S.	$229K	3,502	+3,502	NEW
237	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$227K	3,476	+3,476	NEW
238	AE Wealth Management LLC	$225K	3,443	+3,443	NEW
239	BLAIR WILLIAM & CO/IL	$223K	3,415	+29	ADD
240	COMMONWEALTH EQUITY SERVICES, LLC	$222K	3,398	−278	TRIM
241	Aster Capital Management (DIFC) Ltd	$221K	2,412	+2,412	NEW
242	Aristides Capital LLC	$218K	3,348	+708	ADD
243	CITIZENS FINANCIAL GROUP INC/RI	$217K	3,328	+3,328	NEW
244	denkapparat Operations GmbH	$212K	3,256	0	NO CHANGE
245	Laird Norton Wetherby Trust Company, LLC	$211K	3,212	−154	TRIM
246	Allworth Financial LP	$209K	3,210	+647	ADD
247	GeoWealth Management, LLC	$208K	3,195	+3,195	NEW
248	Perigon Wealth Management, LLC	$208K	3,184	+3,184	NEW
249	North Dakota State Investment Board	$207K	3,165	−750	TRIM
250	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	$204K	3,131	−86,261	TRIM
251	New Vernon Capital Holdings II LLC	$200K	3,062	+3,062	NEW
252	Johnson Financial Group, Inc.	$187K	2,847	−338	TRIM
253	Aquatic Capital Management LLC	$180K	2,753	−21,239	TRIM
254	CENTRAL TRUST Co	$169K	2,594	−92	TRIM
255	BNP Paribas Asset Management Holding S.A.	$169K	2,589	+847	ADD
256	Asset Management One Co., Ltd.	$162K	2,477	+540	ADD
257	Transamerica Financial Advisors, LLC	$157K	2,387	+1,719	ADD
258	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$144K	2,210	+265	ADD
259	Rockefeller Capital Management L.P.	$144K	2,205	−912	TRIM
260	SIGNATUREFD, LLC	$140K	2,140	+97	ADD
261	MAI Capital Management	$123K	1,884	+146	ADD
262	MetLife Investment Management, LLC	$114K	1,741	−31	TRIM
263	NOMURA ASSET MANAGEMENT CO LTD	$111K	1,700	+679	ADD
264	State of Wyoming	$103K	1,579	−3,815	TRIM
265	Eurizon Capital SGR S.p.A.	$100K	1,543	+1,543	NEW
266	Bank Julius Baer & Co. Ltd, Zurich	$98.9K	1,515	−222	TRIM
267	Manchester Capital Management LLC	$78.3K	1,200	0	NO CHANGE
268	Steward Partners Investment Advisory, LLC	$73.7K	1,130	−294	TRIM
269	WPG Advisers, LLC	$64.8K	993	−185	TRIM
270	SALEM INVESTMENT COUNSELORS INC	$62.1K	943	+943	NEW
271	QUADRANT CAPITAL GROUP LLC	$53.3K	817	−75	TRIM
272	MidFirst Bank	$43.9K	673	0	NO CHANGE
273	Blue Trust, Inc.	$40.7K	624	−999	TRIM
274	Deseret Mutual Benefit Administrators	$38.6K	592	−173	TRIM
275	ACADIAN ASSET MANAGEMENT LLC	$36.1K	553,178	+25,741	ADD
276	Central Pacific Bank - Trust Division	$34.1K	523	0	NO CHANGE
277	GROUP ONE TRADING LLC	$29.8K	456	+456	NEW
278	Atlantic Union Bankshares Corp	$29.3K	449	−41	TRIM
279	CVA Family Office, LLC	$27.9K	428	+392	ADD
280	WealthCollab, LLC	$23.6K	362	+205	ADD
281	Spire Wealth Management	$18.7K	286	+39	ADD
282	Mitsubishi UFJ Asset Management Co., Ltd.	$18.1K	277	+277	NEW
283	Trifecta Capital Advisors, LLC	$17.9K	275	0	NO CHANGE
284	Treasurer of the State of North Carolina	$17.7K	271,439	+22,132	ADD
285	Owl Creek Wealth Partners LLC	$17.6K	270	—	NO PRIOR
286	Larson Financial Group LLC	$16.9K	259	+76	ADD
287	ENTRUST FINANCIAL LLC	$15.8K	242	0	NO CHANGE
288	Wilmington Savings Fund Society, FSB	$15.0K	230	0	NO CHANGE
289	Parkside Financial Bank & Trust	$14.0K	215	+64	ADD
290	Quarry LP	$12.7K	194	−696	TRIM
291	Wealth Enhancement Trust Services, Inc.	$11.9K	183	−11	TRIM
292	Addison Advisors LLC	$11.7K	179	−50	TRIM
293	FINANCIAL CONSULATE, INC	$11.4K	175	+23	ADD
294	Smartleaf Asset Management LLC	$10.8K	166	−59	TRIM
295	VALUE HOLDINGS MANAGEMENT CO. LLC	$9.3K	142,675	+54,200	ADD
296	Penserra Capital Management LLC	$8.9K	136,360	+15,462	ADD
297	Pinnacle Wealth Planning Services, Inc.	$8.4K	128	+3	ADD
298	Keating Financial Advisory Services, Inc.	$8.3K	127	+127	NEW
299	First Pacific Financial	$7.8K	119	+100	ADD
300	State of Alaska, Department of Revenue	$7.4K	113,180	0	NO CHANGE
301	True Wealth Design, LLC	$7.1K	109	+98	ADD
302	DekaBank Deutsche Girozentrale	$7.1K	107,432	0	NO CHANGE
303	MV CAPITAL MANAGEMENT, INC.	$6.1K	93	+93	NEW
304	ASSETMARK, INC	$5.6K	86	−76	TRIM
305	Sachetta, LLC	$4.4K	68	+68	NEW
306	Signature Equity Partners, LLC	$3.8K	58	+58	NEW
307	WEBSTER BANK, N. A.	$3.3K	51	0	NO CHANGE
308	Purpose Unlimited Inc.	$3.2K	49	−104	TRIM
309	Altshuler Shaham Ltd	$2.7K	42	+10	ADD
310	JFS WEALTH ADVISORS, LLC	$2.7K	41	−73	TRIM
311	Acumen Wealth Advisors, LLC	$2.6K	39	−222	TRIM
312	C WorldWide Group Holding A/S	$2.5K	38,359	−6,537	TRIM
313	UMB Bank, n.a.	$2.4K	37	−62	TRIM
314	Intentional Wealth Strategies, LLC	$2.4K	37	—	NO PRIOR
315	Bell Investment Advisors, Inc	$2.4K	36	+27	ADD
316	VAN ECK ASSOCIATES CORP	$2.3K	35,741	+5,151	ADD
317	CANADA LIFE ASSURANCE Co	$2.3K	35,427	+1,094	ADD
318	Activest Wealth Management	$2.2K	33	+33	NEW
319	MATHER GROUP, LLC.	$1.8K	28	+28	NEW
320	Cassaday & Co Wealth Management LLC	$1.8K	27	+27	NEW
321	Sunrise Financial Services, LLC	$1.4K	22	0	NO CHANGE
322	CALDWELL SUTTER CAPITAL, INC.	$1.4K	21	0	NO CHANGE
323	GSA CAPITAL PARTNERS LLP	$1.4K	20,870	+15,985	ADD
324	Cromwell Holdings LLC	$1.3K	19	+19	NEW
325	ALBION FINANCIAL GROUP /UT	$1.2K	18	+18	NEW
326	Twin Tree Management, LP	$1.2K	18	+18	NEW
327	HM PAYSON & CO	$1.1K	17	0	NO CHANGE
328	Triumph Capital Management	$1.1K	16	0	NO CHANGE
329	Private Wealth Management Group, LLC	$979	15	−7	TRIM
330	PICTON MAHONEY ASSET MANAGEMENT	$848	13	0	NO CHANGE
331	DiNuzzo Private Wealth, Inc.	$718	11	−11	TRIM
332	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	$658	10,086	+10,086	NEW
333	SHP Wealth Management	$392	6	+6	NEW
334	Optiver Holding B.V.	$392	6	+6	NEW
335	Valued Wealth Advisors LLC	$330	5	0	NO CHANGE
336	Frazier Financial Advisors, LLC	$327	5	+5	NEW
337	American Capital Advisory, LLC	$327	5	+5	NEW
338	HFM Investment Advisors, LLC	$196	3	−3	TRIM
339	FIFTH THIRD BANCORP	$131	2	−5,238	TRIM
340	Quaker Wealth Management, LLC	$131	2	+2	NEW
341	Vermillion Wealth Management, Inc.	$131	2	+2	NEW
342	BOK Financial Private Wealth, Inc.	$97	0	−462	TRIM
343	SJS Investment Consulting Inc.	$66	1	−6	TRIM
344	Rialto Wealth Management, LLC	$66	1	−7	TRIM
345	Rakuten Securities, Inc.	$65	1	0	NO CHANGE
346	Capital Analysts, LLC	$16	244	−22	TRIM
347	Avion Wealth	$0	15	0	NO CHANGE
348	VANGUARD GROUP INC	—	—	—	n/c
349	Brandywine Global Investment Management, LLC	—	—	—	n/c
350	CIBC WORLD MARKETS CORP	—	—	—	n/c
351	CIBC Private Wealth Group LLC	—	—	—	n/c
352	Global Retirement Partners, LLC	—	—	—	n/c
353	TUCKER ASSET MANAGEMENT LLC	—	—	—	n/c
354	SageView Advisory Group, LLC	—	—	—	n/c
355	QSV Equity Investors LLC	—	—	—	n/c
356	ROMANO BROTHERS AND COMPANY	—	—	−2,700	EXIT
357	MJP ASSOCIATES INC /ADV	—	—	−7,408	EXIT
358	BAILARD, INC.	—	—	−7,000	EXIT
359	HOWE & RUSLING INC	—	—	−2,534	EXIT
360	HARBOUR INVESTMENTS, INC.	—	—	−2,518	EXIT
361	JOHNSON INVESTMENT COUNSEL INC	—	—	−20,039	EXIT
362	CAMBIAR INVESTORS LLC	—	—	−50,239	EXIT
363	PRUDENTIAL PLC	—	—	−56,340	EXIT
364	ICON ADVISERS INC/CO	—	—	−24,436	EXIT
365	TODD ASSET MANAGEMENT LLC	—	—	−359,286	EXIT
366	COLDSTREAM CAPITAL MANAGEMENT INC	—	—	−27,083	EXIT
367	INTECH INVESTMENT MANAGEMENT LLC	—	—	−6,194	EXIT
368	SAWGRASS ASSET MANAGEMENT LLC	—	—	−5,623	EXIT
369	GATEWAY INVESTMENT ADVISERS LLC	—	—	−3,015	EXIT
370	PRUDENTIAL FINANCIAL INC	—	—	−3,155	EXIT
371	CREDIT AGRICOLE S A	—	—	−54,000	EXIT
372	BALYASNY ASSET MANAGEMENT L.P.	—	—	−176,528	EXIT
373	ALPINE WOODS CAPITAL INVESTORS, LLC	—	—	−28,201	EXIT
374	AMERICAN NATIONAL BANK & TRUST	—	—	−34	EXIT
375	REGIONS FINANCIAL CORP	—	—	−3,693	EXIT
376	Graham Capital Management, L.P.	—	—	−12,707	EXIT
377	SCOTIA CAPITAL INC.	—	—	−4,018	EXIT
378	Clearbridge Investments, LLC	—	—	−989,594	EXIT
379	Bridgewater Associates, LP	—	—	−249,195	EXIT
380	PUBLIC SECTOR PENSION INVESTMENT BOARD	—	—	−10,248	EXIT
381	MACQUARIE GROUP LTD	—	—	−27,712	EXIT
382	CAPSTONE INVESTMENT ADVISORS, LLC	—	—	−3,294	EXIT
383	Alyeska Investment Group, L.P.	—	—	−2,110,393	EXIT
384	Verition Fund Management LLC	—	—	−4,593	EXIT
385	HRT FINANCIAL LP	—	—	−29,398	EXIT
386	TWO SIGMA ADVISERS, LP	—	—	−421,557	EXIT
387	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	—	—	−56,474	EXIT
388	Formidable Asset Management, LLC	—	—	−7,569	EXIT
389	JANE STREET GROUP, LLC	—	—	−6,184	EXIT
390	Silver Lake Advisory, LLC	—	—	−29,784	EXIT
391	Connor, Clark & Lunn Investment Management Ltd.	—	—	−153,657	EXIT
392	Archford Capital Strategies, LLC	—	—	−15,951	EXIT
393	Trexquant Investment LP	—	—	−148,518	EXIT
394	USA FINANCIAL FORMULAS	—	—	−2,117	EXIT
395	Squarepoint Ops LLC	—	—	−543,875	EXIT
396	Lido Advisors, LLC	—	—	−2,708	EXIT
397	Versor Investments LP	—	—	−13,064	EXIT
398	Oribel Capital Management, LP	—	—	−484,700	EXIT
399	OneDigital Investment Advisors LLC	—	—	−3,083	EXIT
400	Centiva Capital, LP	—	—	−2,712	EXIT
401	McIlrath & Eck, LLC	—	—	−3	EXIT
402	AlphaCore Capital LLC	—	—	−3,583	EXIT
403	DV Trading LLC	—	—	−115	EXIT
404	Blueshift Asset Management, LLC	—	—	−7,237	EXIT
405	Defiance ETFs, LLC	—	—	−120,898	EXIT
406	Claret Asset Management Corp	—	—	−2,514	EXIT
407	Costello Asset Management, INC	—	—	−40	EXIT
408	Geneos Wealth Management Inc.	—	—	−7	EXIT
409	Advisor OS, LLC	—	—	−7,852	EXIT
410	Clear Creek Financial Management, LLC	—	—	−5,760	EXIT
411	Net Worth Advisory Group	—	—	−3,181	EXIT
412	CBIZ Investment Advisory Services, LLC	—	—	−77	EXIT
413	Key FInancial Inc	—	—	−8	EXIT
414	INCEPTIONR LLC	—	—	−2,531	EXIT
415	Kestra Advisory Services, LLC	—	—	−1,808	EXIT
416	Y.D. More Investments Ltd	—	—	−550	EXIT
417	Riverwater Partners LLC	—	—	−19,699	EXIT
418	Allspring Global Investments Holdings, LLC	—	—	−3,165,988	EXIT
419	HB Wealth Management, LLC	—	—	−4,059	EXIT
420	Forum Financial Management, LP	—	—	−4,380	EXIT
421	AXQ CAPITAL, LP	—	—	−9,412	EXIT
422	Gallacher Capital Management LLC	—	—	−6,599	EXIT
423	Moran Wealth Management, LLC	—	—	−2,795	EXIT
424	NORDEN GROUP LLC	—	—	−2,763	EXIT
425	Marex Group Ltd	—	—	−2,664	EXIT
426	Annis Gardner Whiting Capital Advisors, LLC	—	—	−151	EXIT
427	Jain Global LLC	—	—	−6,033	EXIT
428	IMG Wealth Management, Inc.	—	—	−49	EXIT
429	Navigoe, LLC	—	—	−17	EXIT
430	Themes Management Co LLC	—	—	−3,538	EXIT
431	Quattro Advisors LLC	—	—	−41	EXIT

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

Congress ↔ notable managers · DOX

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: 1 Gotham Asset Management $20.6M held
Trimming: 1 Bridgewater Associates $0 held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · AMDOCS LTD

Merged timeline of congressional filings and notable-manager moves on DOX
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	ADD	+13,725 sh
2026-05-15	Bridgewater Associates 13F	EXIT	−249,195 sh

2 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.