Who holds EXCticker 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 ↗

EXELON CORP · COM · quarter ended 2026-03-31 · 14 members disclosed EXC ↗

1,019

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

$41.7B

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

501

addsholders whose share count rose or who opened the position (new + add), by shares

119

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 EXC ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$5.5B	112,749,609	−5,670,996	trim
2	STATE STREET CORP	$3.3B	67,571,965	+948,862	add
3	VANGUARD CAPITAL MANAGEMENT LLC	$3.2B	66,015,688	—	no prior
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.7B	54,665,434	—	no prior
5	Capital World Investors	$2.0B	40,074,592	+29,974,017	add
6	GEODE CAPITAL MANAGEMENT, LLC	$1.6B	31,725,739	+3,305,541	add
7	LAZARD ASSET MANAGEMENT LLC	$1.2B	24,620,304	+1,490,251	add
8	FMR LLC	$1.1B	23,027,865	−3,076,334	trim
9	GQG Partners LLC	$1.1B	22,278,201	−2,701,373	trim
10	WELLINGTON MANAGEMENT GROUP LLP	$1.0B	20,429,165	+2,111,689	add
11	DEUTSCHE BANK AG\	$964M	19,657,029	−1,307,707	trim
12	Invesco Ltd.	$783M	15,966,752	−242,463	trim
13	MORGAN STANLEY	$781M	15,940,072	−985,611	trim
14	Capital International Investors	$752M	15,345,302	−1,592,823	trim
15	NORTHERN TRUST CORP	$719M	14,657,327	−149,075	trim
16	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$658M	13,414,228	−417,745	trim
17	Legal & General Group Plc	$646M	13,178,232	+32,406	add
18	Bank of New York Mellon Corp	$628M	12,815,644	−548,073	trim
19	Amundi	$509M	10,375,938	+2,220,427	add
20	NORDEA INVESTMENT MANAGEMENT AB	$499M	10,282,589	+2,234,234	add
21	HSBC HOLDINGS PLC	$412M	8,409,268	−6,748,994	trim
22	FIL Ltd	$367M	7,489,847	+49,567	add
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$349M	7,117,732	+232,293	add
24	BANK OF AMERICA CORP /DE/	$311M	6,336,909	−1,568,568	trim
25	FRANKLIN RESOURCES INC	$293M	5,977,471	+144,586	add
26	VANGUARD FIDUCIARY TRUST CO	$282M	5,746,177	—	no prior
27	UBS Group AG	$273M	5,575,051	+1,578,599	add
28	BNP Paribas Asset Management Holding S.A.	$245M	4,995,451	+1,644,948	add
29	ROYAL BANK OF CANADA	$240M	4,903,127	−303,785	trim
30	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$239M	4,879,876	−365,454	trim
31	CANADA PENSION PLAN INVESTMENT BOARD	$219M	4,461,577	−13,839	trim
32	Nuveen, LLC	$216M	4,403,561	−132,034	trim
33	Allianz Asset Management GmbH	$206M	4,207,807	−3,404,203	trim
34	DIMENSIONAL FUND ADVISORS LP	$185M	3,765,827	+104,403	add
35	ANTIPODES PARTNERS Ltd	$184M	3,763,381	+78,901	add
36	AMERIPRISE FINANCIAL INC	$183M	3,729,162	+388,651	add
37	BARCLAYS PLC	$180M	3,673,767	−242,704	trim
38	FIRST TRUST ADVISORS LP	$178M	3,641,027	−795,539	trim
39	Robeco Institutional Asset Management B.V.	$164M	3,346,505	+224,919	add
40	Capital Research Global Investors	$162M	3,301,089	+12,197	add
41	CITADEL ADVISORS LLC	$160M	3,261,313	+3,036,208	add
42	PANAGORA ASSET MANAGEMENT INC	$158M	3,226,369	−460,609	trim
43	Swedbank AB	$153M	3,118,442	+31,890	add
44	AQR CAPITAL MANAGEMENT LLC	$148M	3,048,513	−843,695	trim
45	Swiss National Bank	$145M	2,964,855	+197,200	add
46	CITIGROUP INC	$144M	2,933,255	+318,069	add
47	BANK OF MONTREAL /CAN/	$136M	2,764,918	−75,544	trim
48	PFA Pension, Forsikringsaktieselskab	$131M	2,662,807	+2,662,807	new
49	Sumitomo Mitsui Trust Group, Inc.	$124M	2,529,243	−138,752	trim
50	SEI INVESTMENTS CO	$124M	2,525,999	+846,230	add
51	VICTORY CAPITAL MANAGEMENT INC	$117M	2,381,160	−58,172	trim
52	Mitsubishi UFJ Asset Management Co., Ltd.	$117M	2,380,414	+165,129	add
53	Vanguard Global Advisers, LLC	$113M	2,299,063	—	no prior
54	RAYMOND JAMES FINANCIAL INC	$109M	2,232,366	−325,797	trim
55	JENNISON ASSOCIATES LLC	$105M	2,150,558	−290,275	trim
56	VANGUARD ASSET MANAGEMENT, Ltd	$100M	2,040,429	—	no prior
57	Candriam S.C.A.	$98.1M	2,001,357	+798,748	add
58	WELLS FARGO & COMPANY/MN	$95.9M	1,957,228	+1,114,350	add
59	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$95.5M	1,947,187	+1,947,187	new
60	FEDERATED HERMES, INC.	$92.6M	1,888,922	+1,115,124	add
61	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$88.1M	1,796,401	−156,989	trim
62	AVIVA PLC	$85.8M	1,750,208	+52,077	add
63	National Pension Service	$81.9M	1,670,967	+1,670,967	new
64	MIZUHO MARKETS AMERICAS LLC	$81.1M	1,655,400	+1,655,400	new
65	RWC Asset Management LLP	$80.3M	1,637,852	−165,908	trim
66	M&G Plc	$77.9M	1,589,929	+7,825	add
67	ProShare Advisors LLC	$77.0M	1,570,494	−320,616	trim
68	J. Safra Sarasin Holding AG	$68.3M	1,393,792	+607,094	add
69	Quantinno Capital Management LP	$65.7M	1,340,641	+492,209	add
70	TD ASSET MANAGEMENT INC	$65.0M	1,326,107	−9,805	trim
71	Universal- Beteiligungs- und Servicegesellschaft mbH	$64.3M	1,314,484	+71,414	add
72	Squarepoint Ops LLC	$63.8M	1,302,223	+556,335	add
73	Aberdeen Group plc	$61.5M	1,254,905	−15,750	trim
74	PRINCIPAL FINANCIAL GROUP INC	$61.1M	1,247,111	+9,435	add
75	JUPITER ASSET MANAGEMENT LTD	$61.1M	1,246,292	−74,779	trim
76	Man Group plc	$60.0M	1,223,339	−888,103	trim
77	REGIONS FINANCIAL CORP	$57.3M	1,168,122	−21,927	trim
78	SCHRODER INVESTMENT MANAGEMENT GROUP	$56.0M	1,139,822	−166,907	trim
79	DANSKE BANK A/S	$55.6M	1,133,843	+34,078	add
80	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$54.8M	1,118,427	−29,505	trim
81	Magellan Asset Management Ltd	$53.6M	1,092,489	+229,573	add
82	ALLIANCEBERNSTEIN L.P.	$52.2M	1,198,545	−34,054	trim
83	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$51.8M	1,043,562	−13,125,776	trim
84	Vanguard Investments Australia, Ltd.	$49.7M	1,014,533	—	no prior
85	ROYAL LONDON ASSET MANAGEMENT LTD	$49.5M	1,009,998	+1,880	add
86	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$49.3M	1,005,060	+95,993	add
87	Maryland State Retirement & Pension System	$47.7M	973,654	−30,390	trim
88	Retirement Systems of Alabama	$45.3M	923,697	+2,296	add
89	WORLDQUANT MILLENNIUM ADVISORS LLC	$44.9M	914,995	−774,486	trim
90	Qube Research & Technologies Ltd	$44.0M	896,616	+717,571	add
91	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$43.9M	895,896	0	no change
92	Korea Investment CORP	$41.0M	836,910	+99,061	add
93	Zurcher Kantonalbank (Zurich Cantonalbank)	$39.5M	806,427	+806,427	new
94	NOMURA ASSET MANAGEMENT CO LTD	$38.2M	779,765	−51,742	trim
95	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$37.9M	774,076	+387,450	add
96	NEW YORK STATE COMMON RETIREMENT FUND	$36.9M	752,242	0	no change
97	AMF Tjanstepension AB	$36.4M	742,992	+19,640	add
98	MACKENZIE FINANCIAL CORP	$36.2M	738,815	+76,376	add
99	AMERICAN CENTURY COMPANIES INC	$35.8M	729,771	+60,656	add
100	Ensign Peak Advisors, Inc	$35.4M	722,994	+351,327	add
101	STOREBRAND ASSET MANAGEMENT AS	$34.7M	707,119	—	no prior
102	NEOS Investment Management LLC	$33.4M	681,428	+101,885	add
103	MACQUARIE GROUP LTD	$33.3M	680,105	−25,813	trim
104	Mirae Asset Global Investments Co., Ltd.	$32.1M	654,345	+73,045	add
105	APG Asset Management N.V.	$31.4M	738,893	−26,849	trim
106	KLP KAPITALFORVALTNING AS	$30.9M	630,744	−349,400	trim
107	LPL Financial LLC	$29.7M	605,270	−5,672	trim
108	NATIONAL BANK OF CANADA /FI/	$29.1M	592,891	+37,204	add
109	Eurizon Capital SGR S.p.A.	$28.9M	588,788	−286,471	trim
110	GLENMEDE TRUST CO NA	$28.8M	587,971	−9,314	trim
111	Asset Management One Co., Ltd.	$28.6M	583,527	+1,265	add
112	STATE OF WISCONSIN INVESTMENT BOARD	$26.5M	541,065	−45,581	trim
113	DnB Asset Management AS	$26.3M	537,284	+10,261	add
114	Arbejdsmarkedets Tillaegspension	$26.3M	535,771	+4,259	add
115	Investment Management Corp of Ontario	$26.1M	533,455	+391,020	add
116	Corient Private Wealth LLC	$26.1M	535,374	−1,960	trim
117	Pictet Asset Management Holding SA	$26.0M	531,344	−1,490,158	trim
118	MARTINGALE ASSET MANAGEMENT L P	$25.1M	512,500	−11,240	trim
119	VOYA INVESTMENT MANAGEMENT LLC	$25.1M	512,010	+118,420	add
120	Chevy Chase Trust Holdings, LLC	$24.7M	504,814	−8,315	trim
121	AE Wealth Management LLC	$24.6M	501,219	+78,899	add
122	Capital International, Inc./CA/	$24.4M	498,256	+92,340	add
123	PRUDENTIAL PLC	$24.0M	489,130	+22,535	add
124	Mitsubishi UFJ Trust & Banking Corp	$22.7M	464,025	+9,752	add
125	Creative Planning	$22.7M	463,334	+181,553	add
126	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$21.6M	679,650	+107,534	add
127	HEARTLAND ADVISORS INC	$21.4M	437,424	+35,700	add
128	Cerity Partners LLC	$21.3M	434,432	−9,047	trim
129	CIBC Asset Management Inc	$20.9M	425,710	+2,123	add
130	Daiwa Securities Group Inc.	$20.6M	420,868	+16,077	add
131	Trexquant Investment LP	$20.0M	408,966	+315,029	add
132	ENVESTNET ASSET MANAGEMENT INC	$19.3M	393,397	−54,558	trim
133	Swiss Life Asset Management Ltd	$18.7M	380,664	+11,368	add
134	Gotham Asset Management, LLC	$18.5M	377,227	−154,083	trim
135	Lansforsakringar Fondforvaltning AB (publ)	$18.4M	375,678	+48,316	add
136	Tredje AP-fonden	$18.3M	373,722	+373,722	new
137	Zurich Insurance Group Ltd/FI	$18.2M	371,783	+371,783	new
138	GUGGENHEIM CAPITAL LLC	$18.0M	367,788	−12,727	trim
139	Ethic Inc.	$17.6M	358,659	+24,391	add
140	Wealthfront Advisers LLC	$17.5M	357,951	+20,566	add
141	Federation des caisses Desjardins du Quebec	$17.3M	351,982	+43,222	add
142	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$17.1M	348,440	−2,661	trim
143	State of New Jersey Common Pension Fund D	$16.7M	340,986	−3,443	trim
144	IFM Investors Pty Ltd	$16.6M	338,020	−15,173	trim
145	Cetera Investment Advisers	$16.4M	335,487	−4,155	trim
146	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$16.3M	332,509	−16,820	trim
147	TORONTO DOMINION BANK	$16.1M	329,158	−40,737	trim
148	Rafferty Asset Management, LLC	$16.1M	327,959	−64,220	trim
149	Calamos Advisors LLC	$16.0M	326,525	0	no change
150	Resona Asset Management Co.,Ltd.	$15.8M	323,119	+1,742	add
151	Illinois Municipal Retirement Fund	$15.7M	319,407	+84,397	add
152	QRG CAPITAL MANAGEMENT, INC.	$15.4M	313,370	+37,731	add
153	Lombard Odier Asset Management (Switzerland) SA	$15.2M	309,810	+107,300	add
154	CREDIT AGRICOLE S A	$15.2M	309,444	+12,600	add
155	FIFTH THIRD BANCORP	$15.1M	309,020	+176,461	add
156	Varma Mutual Pension Insurance Co	$15.1M	307,315	+10,000	add
157	COMMONWEALTH EQUITY SERVICES, LLC	$14.9M	304,893	−2,470	trim
158	Alyeska Investment Group, L.P.	$14.3M	291,625	+60,841	add
159	PUBLIC SECTOR PENSION INVESTMENT BOARD	$14.3M	290,986	+32,896	add
160	FIRST CITIZENS BANK & TRUST CO	$14.0M	286,476	+4,024	add
161	STATE OF MICHIGAN RETIREMENT SYSTEM	$14.0M	286,403	+2,700	add
162	NISSAY ASSET MANAGEMENT CORP /JAPAN	$14.0M	284,636	+10,396	add
163	Envestnet Portfolio Solutions, Inc.	$13.9M	283,520	−7,551	trim
164	HighTower Advisors, LLC	$13.9M	283,142	+19,423	add
165	INTECH INVESTMENT MANAGEMENT LLC	$13.8M	281,591	+156,708	add
166	Czech National Bank	$13.7M	278,580	+12,182	add
167	ASR Vermogensbeheer N.V.	$13.6M	276,921	+4,688	add
168	Arizona State Retirement System	$13.6M	276,801	−7,986	trim
169	Van Hulzen Asset Management, LLC	$13.3M	270,653	−16,760	trim
170	Edgestream Partners, L.P.	$12.1M	246,513	+180,584	add
171	OSAIC HOLDINGS, INC.	$11.9M	243,277	+9,305	add
172	NorthCrest Asset Manangement, LLC	$11.9M	241,193	−148,360	trim
173	Vinva Investment Management Ltd	$11.9M	242,240	+219,366	add
174	MetLife Investment Management, LLC	$11.7M	238,810	−3,387	trim
175	Allspring Global Investments Holdings, LLC	$11.1M	227,533	−64,532	trim
176	CIBC Bancorp USA Inc.	$10.7M	218,786	—	no prior
177	Voleon Capital Management LP	$10.7M	218,597	+163,977	add
178	BAILLIE GIFFORD & CO	$10.7M	217,869	−91,540	trim
179	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$10.7M	217,506	−111,585	trim
180	Fisher Funds Management LTD	$10.6M	216,711	0	no change
181	Assenagon Asset Management S.A.	$10.6M	216,128	−285,547	trim
182	Rakuten Investment Management, Inc.	$10.4M	211,610	+24,187	add
183	NISA INVESTMENT ADVISORS, LLC	$10.3M	209,341	−9,484	trim
184	B. Metzler seel. Sohn & Co. AG	$10.2M	208,650	−6,742	trim
185	Rockefeller Capital Management L.P.	$10.0M	204,119	+15,651	add
186	XPONANCE LLC	$10.0M	203,918	+32,320	add
187	MERCER GLOBAL ADVISORS INC /ADV	$9.9M	202,677	−6,556	trim
188	Mediolanum International Funds Ltd	$9.8M	200,383	+173,864	add
189	Woodline Partners LP	$9.8M	199,859	+27,492	add
190	Energy Income Partners, LLC	$9.0M	183,139	+2,969	add
191	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$8.9M	182,355	−18,460	trim
192	Cresset Asset Management, LLC	$8.9M	181,176	−89,692	trim
193	TEACHER RETIREMENT SYSTEM OF TEXAS	$8.8M	179,895	−12,621	trim
194	ALLIANZ SE	$8.7M	177,885	+6,503	add
195	Janus Henderson Group Ltd.	$8.6M	175,992	−98,894	trim
196	Elo Mutual Pension Insurance Co	$8.6M	175,886	+25,354	add
197	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$8.4M	171,698	+22,100	add
198	USS Investment Management Ltd	$8.1M	166,004	+7,678	add
199	Utah Retirement Systems	$8.0M	164,169	−2,728	trim
200	Foresight Group Ltd Liability Partnership	$8.0M	163,495	+163,495	new
201	Vanguard Personalized Indexing Management, LLC	$8.0M	162,472	−1,295	trim
202	Qsemble Capital Management, LP	$7.9M	161,725	+161,725	new
203	US BANCORP \DE\	$7.7M	157,857	−1,543	trim
204	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$7.5M	152,265	+5,302	add
205	COMMERCE BANK	$7.4M	151,284	+104,299	add
206	BANK OF NOVA SCOTIA	$7.4M	150,974	−15,815	trim
207	Northwest & Ethical Investments L.P.	$7.3M	149,724	−85,183	trim
208	Mariner, LLC	$7.3M	148,634	+128,513	add
209	YOUSIF CAPITAL MANAGEMENT, LLC	$7.2M	147,777	−1,532	trim
210	Grantham, Mayo, Van Otterloo & Co. LLC	$7.2M	147,679	−55,499	trim
211	Sumitomo Mitsui DS Asset Management Company, Ltd	$7.2M	147,355	+10,315	add
212	Kestra Advisory Services, LLC	$7.1M	145,386	+9,794	add
213	Metis Global Partners, LLC	$6.9M	141,450	−912	trim
214	Capital Wealth Planning, LLC	$6.8M	139,497	+139,497	new
215	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$6.8M	139,241	−39,611	trim
216	Te Ahumairangi Investment Management Ltd	$6.7M	137,628	+21,110	add
217	ABN AMRO INVESTMENT SOLUTIONS	$6.6M	134,220	+17,017	add
218	STIFEL FINANCIAL CORP	$6.3M	129,425	+3,540	add
219	SHELTON CAPITAL MANAGEMENT	$6.3M	129,290	−474	trim
220	SIR Capital Management, L.P.	$6.3M	129,229	−81,371	trim
221	New Age Alpha Advisors, LLC	$6.3M	128,536	−5,161	trim
222	HENNESSY ADVISORS INC	$6.2M	127,231	0	no change
223	NEW ENGLAND ASSET MANAGEMENT INC	$6.1M	124,517	+2,222	add
224	Avanza Fonder AB	$6.0M	121,705	0	no change
225	Focus Partners Wealth	$5.9M	121,243	−292,773	trim
226	Pathstone Holdings, LLC	$5.8M	118,491	+4,591	add
227	CAISSE DES DEPOTS ET CONSIGNATIONS	$5.8M	117,405	0	no change
228	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$5.7M	117,147	+1,400	add
229	Johnson Financial Group, Inc.	$5.7M	116,614	+5,604	add
230	CIBC WORLD MARKET INC.	$5.6M	114,255	−43,335	trim
231	NATIXIS	$5.5M	113,138	+113,138	new
232	Norinchukin Bank, The	$5.5M	111,242	+4,836	add
233	Advisors Asset Management, Inc.	$5.4M	111,034	+3,446	add
234	INTACT INVESTMENT MANAGEMENT INC.	$5.4M	110,600	0	no change
235	WASATCH ADVISORS LP	$5.4M	110,505	+9,000	add
236	Trinity Legacy Partners, LLC	$5.4M	110,144	+1,300	add
237	OP Asset Management Ltd	$5.4M	109,192	—	no prior
238	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$5.3M	108,779	+316	add
239	MML INVESTORS SERVICES, LLC	$5.3M	107,216	−17,714	trim
240	Kepler Cheuvreux (Suisse) SA	$5.2M	105,885	+105,885	new
241	SOROS FUND MANAGEMENT LLC	$5.1M	104,734	−518,072	trim
242	PROFUND ADVISORS LLC	$4.9M	100,550	−29,162	trim
243	American Assets Investment Management, LLC	$4.9M	100,000	0	no change
244	LBP AM SA	$4.8M	98,744	−13,471	trim
245	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$4.8M	98,475	+98,475	new
246	MIDDLETON & CO INC/MA	$4.8M	98,431	+1,495	add
247	FLPUTNAM INVESTMENT MANAGEMENT CO	$4.7M	96,364	−48,191	trim
248	M&T BANK CORP	$4.7M	95,649	−1,043	trim
249	Generali Asset Management SPA SGR	$4.6M	92,974	−2,034	trim
250	AGF MANAGEMENT LTD	$4.5M	92,532	−12,439	trim
251	UniSuper Management Pty Ltd	$4.5M	92,319	−3,430	trim
252	Tower Research Capital LLC (TRC)	$4.5M	91,013	+17,168	add
253	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$4.1M	84,653	+17,739	add
254	NewEdge Advisors, LLC	$3.9M	80,181	+80,181	new
255	Private Advisor Group, LLC	$3.9M	78,723	−5,447	trim
256	Sterling Capital Management LLC	$3.7M	76,301	+16,293	add
257	Susquehanna Portfolio Strategies, LLC	$3.7M	75,024	−51,646	trim
258	TD Waterhouse Canada Inc.	$3.6M	58,146	−2,831	trim
259	JANE STREET GROUP, LLC	$3.5M	71,484	−7,028	trim
260	Tidal Investments LLC	$3.4M	70,117	+1,296	add
261	&PARTNERS	$3.4M	69,856	+2,157	add
262	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$3.4M	68,724	+2,229	add
263	Pekin Hardy Strauss, Inc.	$3.3M	67,980	−1,170	trim
264	Banque Cantonale Vaudoise	$3.2M	66,179	+14,096	add
265	AG2R LA MONDIALE GESTION D'ACTIFS	$3.2M	65,226	+17,298	add
266	TRUIST FINANCIAL CORP	$3.2M	64,301	−7,669	trim
267	Caprock Group, LLC	$3.1M	63,240	−2,921	trim
268	Brookstone Capital Management	$3.1M	63,200	+4,943	add
269	Hennion & Walsh Asset Management, Inc.	$3.1M	62,713	−526	trim
270	Plato Investment Management Ltd	$3.0M	61,876	+9,303	add
271	MIZUHO SECURITIES USA LLC	$3.0M	61,838	−11,725	trim
272	Abundance Wealth Counselors	$3.0M	61,348	−224	trim
273	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$2.9M	59,200	−1,200	trim
274	Lido Advisors, LLC	$2.9M	58,486	+9,070	add
275	Stratos Investment Management, LLC	$2.9M	58,211	+2,993	add
276	HARTFORD INVESTMENT MANAGEMENT CO	$2.8M	58,062	−136	trim
277	Empowered Funds, LLC	$2.8M	57,913	+10,178	add
278	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$2.8M	57,870	+26,524	add
279	Crossmark Global Holdings, Inc.	$2.8M	57,648	—	no prior
280	D. E. Shaw & Co., Inc.	$2.8M	56,743	−6,657	trim
281	Empire Financial Management Company, LLC	$2.8M	56,701	0	no change
282	EDMOND DE ROTHSCHILD HOLDING S.A.	$2.7M	56,047	−121,801	trim
283	OPUS INVESTMENT MANAGEMENT INC	$2.7M	56,000	0	no change
284	CI INVESTMENTS INC.	$2.7M	55,858	−1,702	trim
285	Sequoia Financial Advisors, LLC	$2.7M	55,656	+12,940	add
286	Midwest Trust Co	$2.7M	54,826	−915	trim
287	J.W. COLE ADVISORS, INC.	$2.7M	54,678	−142	trim
288	Principle Wealth Partners LLC	$2.5M	51,410	+75	add
289	Baird Financial Group, Inc.	$2.5M	51,303	+51,303	new
290	OMERS ADMINISTRATION Corp	$2.5M	51,264	+15,499	add
291	Summit Trail Advisors, LLC	$2.5M	51,106	+12,389	add
292	Richard Bernstein Advisors LLC	$2.5M	51,075	0	no change
293	Mesirow Financial Investment Management, Inc.	$2.5M	50,133	+8,100	add
294	MILLENNIUM MANAGEMENT LLC	$2.4M	48,354	−289,422	trim
295	BLAIR WILLIAM & CO/IL	$2.3M	47,862	+2,858	add
296	WealthTrust Axiom LLC	$2.3M	47,550	+127	add
297	TOKIO MARINE ASSET MANAGEMENT CO LTD	$2.3M	47,510	−300	trim
298	CWM, LLC	$2.3M	47,431	+1,842	add
299	Triasima Portfolio Management inc.	$2.3M	46,355	−5	trim
300	Ledyard National Bank	$2.3M	46,350	+2,424	add
301	NOMURA HOLDINGS INC	$2.3M	46,260	−5,828	trim
302	Ameritas Investment Partners, Inc.	$2.3M	46,165	+435	add
303	Vident Advisory, LLC	$2.3M	46,163	+19,152	add
304	BROWN ADVISORY INC	$2.2M	45,598	+636	add
305	Ascent Group, LLC	$2.2M	44,758	+3,447	add
306	Howard Capital Management, LLC	$2.2M	44,525	−6,984	trim
307	IEQ CAPITAL, LLC	$2.2M	44,363	+44,363	new
308	DC Investments Management, LLC	$2.2M	44,187	0	no change
309	Essex LLC	$2.1M	43,388	−201	trim
310	E. Ohman J:or Asset Management AB	$2.1M	42,724	0	no change
311	MAI Capital Management	$2.1M	42,316	+1,389	add
312	Vise Technologies, Inc.	$2.1M	47,255	0	no change
313	MUFG Securities EMEA plc	$2.1M	41,935	+483	add
314	HB Wealth Management, LLC	$2.1M	41,866	+4,370	add
315	Dai-ichi Life Insurance Company, Ltd	$2.0M	41,817	+15,730	add
316	Sompo Asset Management Co., Ltd.	$2.0M	41,160	+7,190	add
317	Providence Wealth Advisors, LLC	$2.0M	40,428	+639	add
318	Bragg Financial Advisors, Inc	$2.0M	39,806	−2,832	trim
319	Osmosis Investment Management UK Ltd	$1.9M	39,752	−308,800	trim
320	Savant Capital, LLC	$1.9M	39,382	+2,120	add
321	Leo Wealth, LLC	$1.9M	38,416	+2,960	add
322	Atria Investments, Inc	$1.9M	38,193	+5,594	add
323	AlphaStar Capital Management, LLC	$1.9M	37,936	−2,364	trim
324	COLDSTREAM CAPITAL MANAGEMENT INC	$1.8M	37,563	+6,795	add
325	Argyle Capital Management, LLC	$1.8M	37,392	−150	trim
326	RIA Advisory Group LLC	$1.8M	37,296	−2,094	trim
327	Saudi Central Bank	$1.8M	37,291	+37,291	new
328	Ethos Capital Management, Inc.	$1.8M	37,214	+6,377	add
329	WESTPAC BANKING CORP	$1.8M	36,870	0	no change
330	Narwhal Capital Management	$1.8M	36,855	−275	trim
331	E Fund Management Co., Ltd.	$1.8M	36,502	—	no prior
332	Sargent Investment Group, LLC	$1.8M	36,201	+3,152	add
333	Board of the Pension Protection Fund	$1.8M	36,100	+33,600	add
334	OFI INVEST ASSET MANAGEMENT	$1.8M	36,954	+18,979	add
335	GREAT LAKES ADVISORS, LLC	$1.7M	35,389	+5,506	add
336	OSSIAM	$1.7M	35,214	+35,151	add
337	StoneX Group Inc.	$1.7M	34,816	−5,427	trim
338	Pinnacle Financial Partners, Inc.	$1.7M	34,427	+20,545	add
339	TRUST CO OF TOLEDO NA /OH/	$1.7M	34,400	−278	trim
340	Empirical Finance, LLC	$1.6M	33,654	−33	trim
341	Siemens Fonds Invest GmbH	$1.6M	33,619	+114	add
342	Merit Financial Group, LLC	$1.6M	32,925	+4,256	add
343	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.6M	32,730	+450	add
344	Laird Norton Wetherby Trust Company, LLC	$1.6M	32,647	+354	add
345	Allworth Financial LP	$1.6M	32,595	+3,321	add
346	Iowa State Bank	$1.6M	32,489	−203	trim
347	Wealthcare Advisory Partners LLC	$1.6M	32,341	−797	trim
348	PICTON MAHONEY ASSET MANAGEMENT	$1.6M	32,215	+23,895	add
349	PRINCIPAL SECURITIES, INC.	$1.6M	32,005	+757	add
350	Generali Investments CEE, investicni spolecnost, a.s.	$1.5M	31,600	0	no change
351	KEYBANK NATIONAL ASSOCIATION/OH	$1.5M	31,221	+10,445	add
352	Harrison Street Private Wealth LLC	$1.5M	30,616	—	no prior
353	Advanced Asset Management Advisors Inc	$1.5M	30,396	0	no change
354	Sanctuary Advisors, LLC	$1.5M	30,295	−10,449	trim
355	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.5M	30,122	+30,122	new
356	Steward Partners Investment Advisory, LLC	$1.5M	30,024	−422	trim
357	Apollon Wealth Management, LLC	$1.5M	29,847	+756	add
358	North Dakota State Investment Board	$1.4M	29,281	−5,385	trim
359	Uncommon Cents Investing LLC	$1.4M	29,135	+525	add
360	Chicago Partners Investment Group LLC	$1.4M	30,910	+4,815	add
361	VestGen Advisors, LLC	$1.4M	31,026	+14,102	add
362	Measured Wealth Private Client Group, LLC	$1.4M	28,440	+479	add
363	HANCOCK WHITNEY CORP	$1.4M	30,187	+1,197	add
364	MUFG SECURITIES AMERICAS INC.	$1.4M	28,304	+1,086	add
365	AFFINITY INVESTMENT ADVISORS, LLC	$1.4M	28,180	+811	add
366	CHOREO, LLC	$1.4M	27,947	+407	add
367	SECURIAN ASSET MANAGEMENT, INC	$1.4M	27,749	+278	add
368	Prosperity Consulting Group, LLC	$1.3M	27,482	+1,032	add
369	ALPS ADVISORS INC	$1.3M	27,206	+772	add
370	INTRUST BANK NA	$1.3M	27,046	+2,727	add
371	Perigon Wealth Management, LLC	$1.3M	26,917	+4,230	add
372	MGO ONE SEVEN LLC	$1.3M	26,690	+1,079	add
373	Samjo Management, LLC	$1.3M	26,600	0	no change
374	QUADRANT CAPITAL GROUP LLC	$1.3M	26,538	+9,085	add
375	Quadrature Capital Ltd	$1.3M	26,333	+26,333	new
376	Wealthspire Advisors, LLC	$1.3M	26,312	−13,491	trim
377	Kingsview Wealth Management, LLC	$1.3M	25,634	+1,658	add
378	Aurora Investment Counsel	$1.3M	25,615	−156	trim
379	ING GROEP NV	$1.2M	25,497	−143,917	trim
380	RWA WEALTH PARTNERS, LLC	$1.2M	25,487	+1,880	add
381	Qtron Investments LLC	$1.2M	25,480	+15	add
382	Parallax Volatility Advisers, L.P.	$1.2M	26,799	−17,246	trim
383	MASTERINVEST Kapitalanlage GmbH	$1.2M	25,178	0	no change
384	EntryPoint Capital, LLC	$1.2M	25,176	+25,176	new
385	Capula Management Ltd	$1.2M	24,816	+24,816	new
386	EXCHANGE TRADED CONCEPTS, LLC	$1.2M	24,532	−2,283	trim
387	Point Windward Advisors Inc.	$1.2M	24,411	−670	trim
388	GREAT VALLEY ADVISOR GROUP, INC.	$1.2M	24,286	+16	add
389	TOUNJIAN ADVISORY PARTNERS, LLC	$1.2M	24,090	+1,524	add
390	D.A. DAVIDSON & CO.	$1.2M	23,943	+68	add
391	Waverly Advisors, LLC	$1.2M	23,891	+3,595	add
392	BAILARD, INC.	$1.2M	23,748	−280	trim
393	HBK Sorce Advisory LLC	$1.2M	26,486	−1,904	trim
394	McKinney Capital Management, LLC	$1.2M	23,503	—	no prior
395	Etesian Wealth Advisors, Inc.	$1.2M	23,499	−4,720	trim
396	Frank, Rimerman Advisors LLC	$1.1M	23,309	0	no change
397	Orion Porfolio Solutions, LLC	$1.1M	23,198	−4,107	trim
398	Odyssean, LLC	$1.1M	22,870	+22,870	new
399	Sienna Gestion	$1.1M	22,500	0	no change
400	Meeder Advisory Services, Inc.	$1.1M	22,695	−5,530	trim
401	Radnor Capital Management, LLC	$1.1M	22,407	0	no change
402	Modern Wealth Management, LLC	$1.1M	22,423	−83	trim
403	Gerald Baker Financial Group LLC	$1.1M	21,901	—	no prior
404	CITIZENS FINANCIAL GROUP INC/RI	$1.1M	21,899	−2,407	trim
405	FRG Family Wealth Advisors LLC	$1.1M	21,880	−894	trim
406	CAXTON ASSOCIATES LLP	$1.1M	21,779	+5,203	add
407	Stenger Family Office, LLC	$1.1M	21,718	−581	trim
408	World Investment Advisors	$1.0M	21,198	−377	trim
409	Global Financial Private Client, LLC	$1.0M	20,880	+1,128	add
410	Clearstead Advisors, LLC	$1.0M	20,757	+10,669	add
411	Brooklyn Investment Group	$1.0M	20,480	+4,518	add
412	Equitable Holdings, Inc.	$999K	22,356	+6,298	add
413	Sowell Financial Services LLC	$995K	20,299	+322	add
414	Ballentine Partners, LLC	$994K	20,282	+2,795	add
415	GREENLEAF TRUST	$990K	20,193	−67	trim
416	one8zero8, LLC	$988K	20,156	0	no change
417	Aaron Wealth Advisors LLC	$988K	20,154	−8,399	trim
418	GROUPAMA ASSET MANAGMENT	$986K	20,124	+1,026	add
419	Ashton Thomas Private Wealth, LLC	$986K	20,105	+8,380	add
420	Beacon Pointe Advisors, LLC	$950K	19,371	+3,929	add
421	BALYASNY ASSET MANAGEMENT L.P.	$948K	19,336	−981,208	trim
422	OPPENHEIMER & CO INC	$939K	19,151	−256	trim
423	Jacobi Capital Management LLC	$929K	18,946	+36	add
424	PARADIGM ASSET MANAGEMENT CO LLC	$922K	18,805	0	no change
425	Stratos Wealth Partners, LTD.	$921K	18,783	+630	add
426	Bleakley Financial Group, LLC	$916K	18,678	−929	trim
427	SIGNATUREFD, LLC	$915K	18,669	+792	add
428	GTS SECURITIES LLC	$915K	18,664	+5,346	add
429	WORLD EQUITY GROUP, INC.	$902K	18,401	+1	add
430	ALTFEST L J & CO INC	$900K	18,369	+18,369	new
431	DAVENPORT & Co LLC	$888K	18,122	−952	trim
432	Sigma Planning Corp	$884K	18,039	+751	add
433	Callan Family Office, LLC	$884K	18,030	−1,648	trim
434	Independent Advisor Alliance	$880K	17,943	−2,083	trim
435	TEMA ETFS LLC	$879K	17,936	+91	add
436	SIMPLEX TRADING, LLC	$873K	17,819	+17,819	new
437	IHT Wealth Management, LLC	$865K	17,645	+159	add
438	Savvy Advisors, Inc.	$852K	17,375	−1,409	trim
439	LFG Wealth Partners, LLC	$851K	17,352	+150	add
440	Investment Research Partners LLC	$844K	17,208	−149	trim
441	Costello Asset Management, INC	$843K	17,205	−2	trim
442	Concurrent Investment Advisors, LLC	$843K	17,201	+4,018	add
443	ICICI Prudential Asset Management Co Ltd	$831K	16,951	+737	add
444	BURNEY CO/	$828K	16,882	−12,334	trim
445	Bridgewater Associates, LP	$827K	16,865	−2,886	trim
446	Smartleaf Asset Management LLC	$821K	16,718	+2,378	add
447	Perennial Investment Advisors, LLC	$816K	16,639	−49	trim
448	Arvest Bank Trust Division	$805K	16,430	+549	add
449	LaSalle St. Investment Advisors, LLC	$796K	16,247	−540	trim
450	COFG Advisors, LLC	$787K	16,058	+75	add
451	Vontobel Holding Ltd.	$771K	15,731	+157	add
452	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$762K	15,593	−2,794	trim
453	Centennial Wealth Advisory LLC	$761K	15,522	+2,025	add
454	Prospera Financial Services Inc	$758K	15,445	+729	add
455	Elevated Capital Advisors, LLC	$744K	15,180	−4,320	trim
456	Black Diamond Financial, LLC	$744K	15,177	+22	add
457	Archer Investment Corp	$743K	15,165	0	no change
458	Focus Partners Advisor Solutions, LLC	$743K	15,158	+15,158	new
459	Frec Markets, Inc.	$742K	15,134	+7,692	add
460	HUB Investment Partners, LLC	$740K	15,100	−4,853	trim
461	Caldwell Trust Co	$738K	15,062	0	no change
462	Regal Partners Ltd	$735K	15,000	+15,000	new
463	Cooper Financial Group	$712K	14,535	+196	add
464	CWA Asset Management Group, LLC	$711K	14,495	−46,442	trim
465	ASSETMARK, INC	$699K	14,263	−35,223	trim
466	PFG Investments, LLC	$698K	14,242	+218	add
467	TriaGen Wealth Management LLC	$694K	14,150	+327	add
468	Summit Financial, LLC	$693K	14,145	+235	add
469	Ameritas Advisory Services, LLC	$685K	13,965	−766	trim
470	PTM WEALTH MANAGEMENT, LLC	$681K	13,911	+115	add
471	Diversified Enterprises, LLC	$679K	13,847	+1,193	add
472	Gladstone Institutional Advisory LLC	$678K	13,835	+2,441	add
473	Verition Fund Management LLC	$677K	13,812	−18,387	trim
474	Kingdom Financial Group LLC.	$675K	13,769	−28	trim
475	Lakeside Advisors, INC.	$667K	13,608	−250	trim
476	INDEPENDENT FINANCIAL GROUP, LLC	$660K	13,473	—	no prior
477	PLIMOTH TRUST CO LLC	$657K	13,395	+340	add
478	LSP Investment Advisors, LLC	$651K	13,274	0	no change
479	111 Capital	$639K	13,026	+13,026	new
480	EP Wealth Advisors, LLC	$638K	13,009	+3,172	add
481	Cornerstone National Bank & Trust Co	$629K	12,860	0	no change
482	Integrated Advisors Network LLC	$627K	12,800	−1,166	trim
483	Advisory Alpha, LLC	$627K	12,798	+2,753	add
484	denkapparat Operations GmbH	$622K	12,696	0	no change
485	CARRET ASSET MANAGEMENT, LLC	$620K	12,654	+725	add
486	SAGESPRING WEALTH PARTNERS, LLC	$618K	12,616	−31	trim
487	Kintegral Advisory, LLC	$617K	12,590	−558	trim
488	Lansing Street Advisors	$615K	12,555	−48	trim
489	Town Capital LLC	$614K	12,534	—	no prior
490	NORDEN GROUP LLC	$613K	12,511	−164	trim
491	Azimuth Capital Investment Management LLC	$613K	12,495	+595	add
492	FOUNDATIONS INVESTMENT ADVISORS, LLC	$602K	12,279	−1,384	trim
493	LEGACY SOLUTIONS, LLC	$602K	12,274	−47	trim
494	CORA CAPITAL ADVISORS LLC	$597K	12,172	+75	add
495	Trivium Point Advisory, LLC	$592K	12,086	+1,630	add
496	Ausdal Financial Partners, Inc.	$585K	11,934	+188	add
497	Spire Wealth Management	$583K	11,894	+745	add
498	Van Cleef Asset Management,Inc	$575K	11,733	−471	trim
499	ASHTON THOMAS SECURITIES, LLC	$571K	11,643	+11,643	new
500	Checchi Capital Advisers, LLC	$570K	11,636	+1,462	add

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

Congress ↔ notable managers · EXC

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 Caxton Associates $1.1M held
Trimming: 3 Gotham Asset Management, Soros Fund Management, Bridgewater Associates $24.5M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · EXELON CORP

Merged timeline of congressional filings and notable-manager moves on EXC
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	trim	−154,083 sh
2026-05-15	Soros Fund Management 13F	trim	−518,072 sh
2026-05-15	Bridgewater Associates 13F	trim	−2,886 sh
2026-05-14	Caxton Associates 13F	add	+5,203 sh

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

14 members of Congress disclosed EXC — the congressional view ↗