Who holds DOXticker 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 · quarter ended 2026-03-31 · 6 members disclosed DOX ↗

347

holders13F filers reporting this class for the quarter ended 2026-03-31

$5.5B

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

204

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 DOX ranked by reported value
#	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
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	—	—	−3,057,208	exit
349	ROMANO BROTHERS AND COMPANY	—	—	−2,700	exit
350	MJP ASSOCIATES INC /ADV	—	—	−7,408	exit
351	BAILARD, INC.	—	—	−7,000	exit
352	HOWE & RUSLING INC	—	—	−2,534	exit
353	HARBOUR INVESTMENTS, INC.	—	—	−2,518	exit
354	JOHNSON INVESTMENT COUNSEL INC	—	—	−20,039	exit
355	CAMBIAR INVESTORS LLC	—	—	−50,239	exit
356	Brandywine Global Investment Management, LLC	—	—	−76,763	exit
357	PRUDENTIAL PLC	—	—	−56,340	exit
358	CIBC WORLD MARKETS CORP	—	—	−7,332	exit
359	ICON ADVISERS INC/CO	—	—	−24,436	exit
360	TODD ASSET MANAGEMENT LLC	—	—	−359,286	exit
361	COLDSTREAM CAPITAL MANAGEMENT INC	—	—	−27,083	exit
362	INTECH INVESTMENT MANAGEMENT LLC	—	—	−6,194	exit
363	SAWGRASS ASSET MANAGEMENT LLC	—	—	−5,623	exit
364	GATEWAY INVESTMENT ADVISERS LLC	—	—	−3,015	exit
365	PRUDENTIAL FINANCIAL INC	—	—	−3,155	exit
366	CREDIT AGRICOLE S A	—	—	−54,000	exit
367	BALYASNY ASSET MANAGEMENT L.P.	—	—	−176,528	exit
368	ALPINE WOODS CAPITAL INVESTORS, LLC	—	—	−28,201	exit
369	AMERICAN NATIONAL BANK & TRUST	—	—	−34	exit
370	REGIONS FINANCIAL CORP	—	—	−3,693	exit
371	CIBC Private Wealth Group LLC	—	—	−564	exit
372	Graham Capital Management, L.P.	—	—	−12,707	exit
373	SCOTIA CAPITAL INC.	—	—	−4,018	exit
374	Clearbridge Investments, LLC	—	—	−989,594	exit
375	Bridgewater Associates, LP	—	—	−249,195	exit
376	PUBLIC SECTOR PENSION INVESTMENT BOARD	—	—	−10,248	exit
377	MACQUARIE GROUP LTD	—	—	−27,712	exit
378	CAPSTONE INVESTMENT ADVISORS, LLC	—	—	−3,294	exit
379	Alyeska Investment Group, L.P.	—	—	−2,110,393	exit
380	Verition Fund Management LLC	—	—	−4,593	exit
381	HRT FINANCIAL LP	—	—	−29,398	exit
382	TWO SIGMA ADVISERS, LP	—	—	−421,557	exit
383	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	—	—	−56,474	exit
384	Formidable Asset Management, LLC	—	—	−7,569	exit
385	JANE STREET GROUP, LLC	—	—	−6,184	exit
386	Silver Lake Advisory, LLC	—	—	−29,784	exit
387	Connor, Clark & Lunn Investment Management Ltd.	—	—	−153,657	exit
388	Archford Capital Strategies, LLC	—	—	−15,951	exit
389	Trexquant Investment LP	—	—	−148,518	exit
390	USA FINANCIAL FORMULAS	—	—	−2,117	exit
391	Squarepoint Ops LLC	—	—	−543,875	exit
392	Lido Advisors, LLC	—	—	−2,708	exit
393	Versor Investments LP	—	—	−13,064	exit
394	Oribel Capital Management, LP	—	—	−484,700	exit
395	OneDigital Investment Advisors LLC	—	—	−3,083	exit
396	Centiva Capital, LP	—	—	−2,712	exit
397	McIlrath & Eck, LLC	—	—	−3	exit
398	AlphaCore Capital LLC	—	—	−3,583	exit
399	DV Trading LLC	—	—	−115	exit
400	Blueshift Asset Management, LLC	—	—	−7,237	exit
401	Defiance ETFs, LLC	—	—	−120,898	exit
402	Claret Asset Management Corp	—	—	−2,514	exit
403	Global Retirement Partners, LLC	—	—	−2,882	exit
404	Costello Asset Management, INC	—	—	−40	exit
405	Geneos Wealth Management Inc.	—	—	−7	exit
406	Advisor OS, LLC	—	—	−7,852	exit
407	Clear Creek Financial Management, LLC	—	—	−5,760	exit
408	Net Worth Advisory Group	—	—	−3,181	exit
409	CBIZ Investment Advisory Services, LLC	—	—	−77	exit
410	Key FInancial Inc	—	—	−8	exit
411	INCEPTIONR LLC	—	—	−2,531	exit
412	Kestra Advisory Services, LLC	—	—	−1,808	exit
413	TUCKER ASSET MANAGEMENT LLC	—	—	−88	exit
414	Y.D. More Investments Ltd	—	—	−550	exit
415	Riverwater Partners LLC	—	—	−19,699	exit
416	Allspring Global Investments Holdings, LLC	—	—	−3,165,988	exit
417	HB Wealth Management, LLC	—	—	−4,059	exit
418	Forum Financial Management, LP	—	—	−4,380	exit
419	SageView Advisory Group, LLC	—	—	−75	exit
420	AXQ CAPITAL, LP	—	—	−9,412	exit
421	Gallacher Capital Management LLC	—	—	−6,599	exit
422	Moran Wealth Management, LLC	—	—	−2,795	exit
423	NORDEN GROUP LLC	—	—	−2,763	exit
424	Marex Group Ltd	—	—	−2,664	exit
425	Annis Gardner Whiting Capital Advisors, LLC	—	—	−151	exit
426	QSV Equity Investors LLC	—	—	−2,849	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

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

Congress ↔ notable managers · DOX

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

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

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

Notable managers · quarter ended 2026-03-31

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

new + add vs trim + exit, by shares · $ = 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 rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

6 members of Congress disclosed DOX — the congressional view ↗