Who holds FDSticker 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 ↗

FACTSET RESH SYS INC · COM · quarter ended 2026-03-31 · 11 members disclosed FDS ↗

497

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

$6.4B

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

269

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

146

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 FDS ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BAMCO INC /NY/	$815M	3,756,587	+867,742	add
2	BlackRock, Inc.	$613M	2,825,823	−206,061	trim
3	VANGUARD CAPITAL MANAGEMENT LLC	$523M	2,408,636	—	no prior
4	STATE STREET CORP	$412M	1,898,401	−2,493	trim
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$392M	1,806,692	—	no prior
6	Invesco Ltd.	$233M	1,071,663	+355,177	add
7	MORGAN STANLEY	$228M	1,050,320	−70,420	trim
8	BANK OF AMERICA CORP /DE/	$183M	842,715	+212,022	add
9	WELLS FARGO & COMPANY/MN	$150M	693,231	−499,641	trim
10	ProShare Advisors LLC	$129M	596,002	+36,502	add
11	BANK OF MONTREAL /CAN/	$123M	567,466	−30,257	trim
12	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$103M	473,130	+48,775	add
13	PineStone Asset Management Inc.	$84.1M	387,784	−25,080	trim
14	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$82.0M	377,926	+208,824	add
15	UBS Group AG	$78.9M	363,815	+173,160	add
16	DIMENSIONAL FUND ADVISORS LP	$78.7M	362,642	−1,957	trim
17	NORTHERN TRUST CORP	$75.3M	347,168	+24,760	add
18	TWO SIGMA INVESTMENTS, LP	$74.8M	344,889	+104,611	add
19	SHAPIRO CAPITAL MANAGEMENT LLC	$71.7M	330,541	+92,674	add
20	AQR CAPITAL MANAGEMENT LLC	$66.7M	307,542	−397,520	trim
21	EQUITY INVESTMENT CORP	$62.4M	287,617	+287,617	new
22	Gotham Asset Management, LLC	$59.3M	273,279	+109,797	add
23	Fiera Capital Corp	$57.8M	266,521	−5,004	trim
24	CITADEL ADVISORS LLC	$56.2M	258,995	−609,471	trim
25	STATE OF MICHIGAN RETIREMENT SYSTEM	$53.1M	244,523	+205,288	add
26	Heron Bay Capital Management	$49.8M	229,302	+150,387	add
27	ARIEL INVESTMENTS, LLC	$48.8M	225,047	+99,608	add
28	VANGUARD FIDUCIARY TRUST CO	$45.5M	209,520	—	no prior
29	Connor, Clark & Lunn Investment Management Ltd.	$44.4M	204,596	+41,409	add
30	DEUTSCHE BANK AG\	$42.8M	197,314	+50,765	add
31	ROYAL BANK OF CANADA	$41.2M	190,015	+78,982	add
32	MCDONALD CAPITAL INVESTORS INC/CA	$40.8M	188,141	+2,397	add
33	Ranmore Fund Management Ltd	$40.4M	185,991	+185,991	new
34	Vest Financial, LLC	$39.5M	182,256	+12,109	add
35	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$34.6M	159,347	+86,233	add
36	ROYAL LONDON ASSET MANAGEMENT LTD	$33.4M	153,964	−5,376	trim
37	RAYMOND JAMES FINANCIAL INC	$33.0M	152,029	+28,218	add
38	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$29.9M	137,688	+36	add
39	MARKEL GROUP INC.	$29.4M	135,376	+13,503	add
40	NOMURA ASSET MANAGEMENT CO LTD	$29.3M	135,083	+8,672	add
41	Nuveen, LLC	$28.4M	131,105	+21,001	add
42	BARCLAYS PLC	$28.0M	129,150	−23,103	trim
43	HighTower Advisors, LLC	$25.8M	118,815	+96,865	add
44	FMR LLC	$24.1M	110,923	+38,079	add
45	Amundi	$20.2M	93,216	−2,641	trim
46	ENVESTNET ASSET MANAGEMENT INC	$19.8M	91,292	+31,832	add
47	HSBC HOLDINGS PLC	$19.3M	89,781	−47,789	trim
48	Man Group plc	$18.9M	87,147	+43,357	add
49	Vanguard Global Advisers, LLC	$17.1M	78,946	—	no prior
50	Legal & General Group Plc	$16.8M	77,426	−87,960	trim
51	SEI INVESTMENTS CO	$16.1M	73,999	−2,400	trim
52	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$16.0M	73,610	−10,795	trim
53	Swiss National Bank	$15.9M	73,360	−1,160	trim
54	Distillate Capital Partners LLC	$15.8M	72,849	+22,569	add
55	Quantinno Capital Management LP	$14.5M	66,953	+31,060	add
56	Sone Capital Management, LLC	$14.5M	66,652	−24,088	trim
57	ROYCE & ASSOCIATES LP	$14.1M	65,139	+65,139	new
58	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$13.8M	63,730	+18,594	add
59	Universal- Beteiligungs- und Servicegesellschaft mbH	$13.6M	62,575	+2,986	add
60	Mitsubishi UFJ Asset Management Co., Ltd.	$12.8M	58,856	+431	add
61	MILLENNIUM MANAGEMENT LLC	$12.7M	58,443	−65,943	trim
62	ALLIANCEBERNSTEIN L.P.	$12.4M	42,619	−70,248	trim
63	Financial Strategies Group, Inc.	$12.0M	53,173	+21,902	add
64	INVESTMENT HOUSE LLC	$11.9M	54,789	+12,396	add
65	LPL Financial LLC	$11.7M	53,780	−1,476	trim
66	Running Oak Capital LLC	$11.5M	53,212	+9,798	add
67	MONIMUS CAPITAL MANAGEMENT, LP	$11.4M	52,492	+37,559	add
68	WESTWOOD HOLDINGS GROUP INC	$11.4M	52,450	+52,450	new
69	FIRST TRUST ADVISORS LP	$10.5M	48,457	−172,554	trim
70	JANE STREET GROUP, LLC	$10.4M	48,133	−112,674	trim
71	MATTERN CAPITAL MANAGEMENT, LLC	$10.1M	46,708	+16,317	add
72	STIFEL FINANCIAL CORP	$9.8M	45,208	+1,270	add
73	PRINCIPAL FINANCIAL GROUP INC	$9.8M	45,209	+2,137	add
74	Squarepoint Ops LLC	$9.5M	43,776	+5,661	add
75	Willis Investment Counsel	$9.3M	42,824	+19,822	add
76	CAPITAL MANAGEMENT CORP /VA	$9.3M	42,781	+42,781	new
77	EARNEST PARTNERS LLC	$9.1M	41,739	−9,859	trim
78	Huntleigh Advisors, Inc.	$8.9M	40,957	+40,957	new
79	CITIGROUP INC	$8.5M	39,032	+7,347	add
80	NOMURA HOLDINGS INC	$8.3M	38,074	+36,903	add
81	VANGUARD ASSET MANAGEMENT, Ltd	$7.5M	34,533	—	no prior
82	Creative Planning	$7.5M	34,516	+4,995	add
83	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$7.0M	32,155	−325	trim
84	Militia Capital Management LLC	$7.0M	32,038	—	no prior
85	Moran Wealth Management, LLC	$6.9M	31,705	+16,342	add
86	Baker Avenue Asset Management, LP	$6.7M	30,782	+30,782	new
87	Kingsview Wealth Management, LLC	$6.6M	30,190	+2,425	add
88	FRANKLIN RESOURCES INC	$6.5M	29,931	+459	add
89	CANADA PENSION PLAN INVESTMENT BOARD	$6.1M	28,140	+28,140	new
90	STATE OF WISCONSIN INVESTMENT BOARD	$5.9M	27,214	+1,050	add
91	GHP Investment Advisors, Inc.	$5.9M	27,210	+2,676	add
92	Trexquant Investment LP	$5.9M	27,071	+14,187	add
93	Pathstone Holdings, LLC	$5.8M	26,818	+5,843	add
94	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$5.8M	26,809	−111,051	trim
95	Mariner, LLC	$5.7M	26,053	−11,747	trim
96	Compass Rose Asset Management, LP	$5.4M	25,000	+25,000	new
97	Marks Group Wealth Management, Inc	$5.2M	23,924	+7,626	add
98	Mirae Asset Global Investments Co., Ltd.	$5.1M	23,464	+2,704	add
99	Hendershot Investments Inc.	$5.0M	22,884	+7,641	add
100	CAXTON ASSOCIATES LLP	$4.9M	22,626	+21,664	add
101	Kinsale Capital Group, Inc.	$4.9M	22,418	+4,669	add
102	Interval Partners, LP	$4.7M	21,522	−61,158	trim
103	&PARTNERS	$4.5M	20,921	−2,614	trim
104	Y-Intercept (Hong Kong) Ltd	$4.4M	20,295	+20,295	new
105	D. E. Shaw & Co., Inc.	$4.3M	19,818	+15,616	add
106	Chevy Chase Trust Holdings, LLC	$4.2M	19,409	−1,105	trim
107	TRUIST FINANCIAL CORP	$4.2M	19,362	+113	add
108	XTX Topco Ltd	$4.2M	19,180	−9,548	trim
109	GATEWAY INVESTMENT ADVISERS LLC	$4.2M	19,143	+11,604	add
110	WINTON GROUP Ltd	$4.1M	19,039	+1,108	add
111	PRUDENTIAL FINANCIAL INC	$3.9M	17,783	+159	add
112	Janus Henderson Group Ltd.	$3.8M	17,305	−893	trim
113	Te Ahumairangi Investment Management Ltd	$3.7M	17,157	+16,867	add
114	Baird Financial Group, Inc.	$3.7M	17,144	+17,144	new
115	Quadrature Capital Ltd	$3.7M	17,039	+1,101	add
116	Allspring Global Investments Holdings, LLC	$3.6M	15,794	+10,682	add
117	Zurcher Kantonalbank (Zurich Cantonalbank)	$3.5M	15,982	+15,982	new
118	APG Asset Management N.V.	$3.4M	18,280	−520	trim
119	L. Roy Papp & Associates, LLP	$3.3M	15,381	−2,193	trim
120	CIBC Bancorp USA Inc.	$3.3M	15,117	—	no prior
121	OSAIC HOLDINGS, INC.	$3.2M	14,744	+1,250	add
122	Cerity Partners LLC	$3.1M	14,387	−12,011	trim
123	Bannerstone Capital Management, LLC	$3.0M	13,729	—	no prior
124	AMERICAN CENTURY COMPANIES INC	$2.9M	13,392	+2,323	add
125	Sanctuary Advisors, LLC	$2.8M	13,002	+126	add
126	Meiji Yasuda Asset Management Co Ltd.	$2.8M	12,701	+7,410	add
127	CastleKnight Management LP	$2.8M	12,700	+12,700	new
128	State of New Jersey Common Pension Fund D	$2.8M	12,692	0	no change
129	BNP Paribas Asset Management Holding S.A.	$2.7M	12,643	+6,392	add
130	CWM, LLC	$2.7M	12,530	−14,111	trim
131	Regal Investment Advisors LLC	$2.6M	12,207	+4,726	add
132	FIFTH THIRD BANCORP	$2.6M	12,069	+12,069	new
133	Verition Fund Management LLC	$2.6M	12,067	+6,164	add
134	Taylor Hoffman Capital Management LLC	$2.4M	11,242	+11,242	new
135	Numerai GP LLC	$2.4M	11,049	+10,042	add
136	Rockefeller Capital Management L.P.	$2.3M	10,772	−22,322	trim
137	Total Wealth Planning & Management, Inc.	$2.3M	10,607	+8,648	add
138	PUBLIC SECTOR PENSION INVESTMENT BOARD	$2.3M	10,539	+996	add
139	Arizona State Retirement System	$2.2M	10,193	−346	trim
140	NATIONAL BANK OF CANADA /FI/	$2.2M	10,143	−16,160	trim
141	Czech National Bank	$2.2M	10,104	+227	add
142	TORONTO DOMINION BANK	$2.2M	10,101	−631	trim
143	CIBC WORLD MARKET INC.	$2.2M	10,047	+1,925	add
144	Ameritas Investment Partners, Inc.	$2.1M	9,827	+4,435	add
145	Schonfeld Strategic Advisors LLC	$2.0M	9,444	−58,145	trim
146	Vanguard Investments Australia, Ltd.	$2.0M	9,425	—	no prior
147	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$2.0M	9,416	+948	add
148	Rafferty Asset Management, LLC	$2.0M	9,018	−2,410	trim
149	Aurora Investment Counsel	$2.0M	9,006	+2,139	add
150	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$1.9M	8,549	−12,354	trim
151	GUGGENHEIM CAPITAL LLC	$1.9M	8,882	+5,011	add
152	AIMZ Investment Advisors, LLC	$1.9M	8,780	+105	add
153	Assenagon Asset Management S.A.	$1.9M	8,694	−18,761	trim
154	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$1.9M	8,642	−70	trim
155	PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	$1.8M	8,501	+1,049	add
156	Banco Santander, S.A.	$1.8M	8,471	0	no change
157	Pictet Asset Management Holding SA	$1.8M	8,406	+488	add
158	CIBC Asset Management Inc	$1.8M	8,351	+5	add
159	Summit Trail Advisors, LLC	$1.8M	8,351	+2,789	add
160	Arax Advisory Partners	$1.8M	8,330	+8,101	add
161	US BANCORP \DE\	$1.8M	8,153	−688	trim
162	Atria Investments, Inc	$1.8M	8,123	+364	add
163	OMERS ADMINISTRATION Corp	$1.8M	8,090	+6,680	add
164	Retirement Systems of Alabama	$1.7M	7,878	−89	trim
165	Poehling Capital Management, INC.	$1.7M	7,877	+7,877	new
166	MERCER GLOBAL ADVISORS INC /ADV	$1.7M	7,731	−4,839	trim
167	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$1.7M	7,725	−449	trim
168	Fairtree Asset Management (Pty) Ltd	$1.6M	7,602	+7,602	new
169	Ensign Peak Advisors, Inc	$1.6M	7,525	−997	trim
170	Vident Advisory, LLC	$1.6M	7,417	+6,239	add
171	VOYA INVESTMENT MANAGEMENT LLC	$1.6M	7,410	−9,587	trim
172	Argo Wealth Advisory, LLC	$1.6M	7,389	+1,800	add
173	Morningstar Investment Management LLC	$1.6M	7,299	+4,234	add
174	UniSuper Management Pty Ltd	$1.6M	7,163	+1,150	add
175	Resona Asset Management Co.,Ltd.	$1.5M	7,541	+454	add
176	BROWN ADVISORY INC	$1.5M	7,056	−24	trim
177	M&T BANK CORP	$1.5M	6,895	+6,895	new
178	Corient Private Wealth LLC	$1.5M	6,860	−11,521	trim
179	Linden Thomas Advisory Services, LLC	$1.5M	6,828	−511	trim
180	Cetera Investment Advisers	$1.5M	6,815	+997	add
181	Drucker Wealth 3.0, LLC	$1.4M	6,422	+4,183	add
182	Nicholson Wealth Management Group, LLC	$1.4M	6,344	+19	add
183	TD ASSET MANAGEMENT INC	$1.4M	6,344	−111	trim
184	Coastal Bridge Advisors, LLC	$1.4M	6,342	−678	trim
185	TICINO WEALTH	$1.4M	5,460	−1,245	trim
186	New Age Alpha Advisors, LLC	$1.3M	6,146	−173	trim
187	Third View Private Wealth, LLC	$1.3M	6,087	+446	add
188	Vanguard Personalized Indexing Management, LLC	$1.3M	6,018	−543	trim
189	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	$1.3M	6,000	0	no change
190	Steward Partners Investment Advisory, LLC	$1.3M	5,970	+43	add
191	Taylor Frigon Capital Management LLC	$1.3M	5,825	−197	trim
192	Woodline Partners LP	$1.3M	5,814	+114	add
193	COMMONWEALTH EQUITY SERVICES, LLC	$1.2M	5,576	−39	trim
194	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$1.2M	5,442	−393	trim
195	OneDigital Investment Advisors LLC	$1.2M	5,431	+68	add
196	NEOS Investment Management LLC	$1.2M	5,406	+4,263	add
197	ICW Investment Advisors LLC	$1.2M	5,393	+555	add
198	Orion Porfolio Solutions, LLC	$1.2M	5,369	+3,715	add
199	VICTORY CAPITAL MANAGEMENT INC	$1.2M	5,362	−6,652	trim
200	Tidal Investments LLC	$1.1M	5,172	−677	trim
201	SCOTIA CAPITAL INC.	$1.1M	5,168	+5,168	new
202	Palisade Asset Management, LLC	$1.1M	5,050	−820	trim
203	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$1.1M	4,920	+4,920	new
204	Swiss Life Asset Management Ltd	$1.1M	4,865	−846	trim
205	Sepio Capital, LP	$1.1M	4,861	+1,309	add
206	Ashton Thomas Private Wealth, LLC	$1.0M	4,719	+4,719	new
207	Skylands Capital, LLC	$1.0M	4,700	+4,700	new
208	Lafayette Investments, Inc.	$982K	4,524	+49	add
209	Tower Research Capital LLC (TRC)	$968K	4,462	+2,287	add
210	XPONANCE LLC	$964K	4,444	+807	add
211	OPPENHEIMER & CO INC	$950K	4,378	+4,378	new
212	Merit Financial Group, LLC	$934K	4,303	+106	add
213	Savvy Advisors, Inc.	$925K	4,263	+2,772	add
214	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$922K	4,248	+4,248	new
215	Waverly Advisors, LLC	$889K	4,099	−2,830	trim
216	MML INVESTORS SERVICES, LLC	$875K	4,031	+1,032	add
217	LONGFELLOW INVESTMENT MANAGEMENT CO LLC	$868K	4,000	+4,000	new
218	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$856K	3,945	−77	trim
219	Chicago Capital, LLC	$823K	3,791	+2,000	add
220	Global X Japan Co., Ltd.	$795K	3,664	+163	add
221	EVOKE WEALTH, LLC	$791K	3,645	−3,028	trim
222	AZZAD ASSET MANAGEMENT INC /ADV	$780K	3,594	−95	trim
223	Oak Thistle LLC	$771K	3,555	+3,555	new
224	Aberdeen Group plc	$770K	3,547	−24,162	trim
225	Federation des caisses Desjardins du Quebec	$754K	3,477	+511	add
226	Pacific Point Advisors, LLC	$750K	3,455	+144	add
227	COMMERCE BANK	$743K	3,423	−784	trim
228	IMC-Chicago, LLC	$740K	3,409	+3,409	new
229	NewEdge Advisors, LLC	$738K	3,399	+3,399	new
230	COLDSTREAM CAPITAL MANAGEMENT INC	$732K	3,375	+1,372	add
231	HB Wealth Management, LLC	$727K	3,349	+652	add
232	MACKENZIE FINANCIAL CORP	$723K	3,334	0	no change
233	Eurizon SLJ Capital Ltd	$708K	3,461	+3,461	new
234	Ridgewood Investments LLC	$699K	3,221	—	no prior
235	MOKAN Wealth Management Inc.	$693K	3,190	+3,190	new
236	MIRABELLA FINANCIAL SERVICES LLP	$682K	3,142	+2,404	add
237	Indivisible Partners	$671K	3,094	+3,094	new
238	denkapparat Operations GmbH	$670K	3,088	+1,098	add
239	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$659K	3,037	+3,037	new
240	Daiwa Securities Group Inc.	$656K	3,024	+145	add
241	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$647K	2,980	+176	add
242	Sequoia Financial Advisors, LLC	$642K	2,959	−810	trim
243	Fieldview Capital Management, LLC	$639K	2,943	+684	add
244	Advyzon Investment Management, LLC	$623K	2,870	+2,870	new
245	Guardian Wealth Advisors, LLC	$617K	2,843	+892	add
246	Radnor Capital Management, LLC	$612K	2,820	+195	add
247	Annis Gardner Whiting Capital Advisors, LLC	$611K	2,816	+1,537	add
248	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$610K	2,827	−400	trim
249	Polymer Capital Management (US) LLC	$607K	2,798	+2,798	new
250	MITCHELL & PAHL PRIVATE WEALTH, LLC	$606K	2,792	+561	add
251	BANK OF NOVA SCOTIA	$605K	2,790	−1,048	trim
252	Chicago Partners Investment Group LLC	$599K	2,468	+853	add
253	Focus Partners Wealth	$575K	2,653	−4,004	trim
254	Illinois Municipal Retirement Fund	$575K	2,649	−1,114	trim
255	MISSION WEALTH MANAGEMENT, LP	$571K	2,634	+108	add
256	Knollwood Investment Advisory, LLC	$553K	2,550	0	no change
257	NAPLES GLOBAL ADVISORS, LLC	$549K	2,530	−3,601	trim
258	Robertson Stephens Wealth Management, LLC	$548K	2,524	+10	add
259	Henshaw Capital LLC	$546K	2,518	—	no prior
260	Gibbs Wealth Management	$546K	2,517	+2,517	new
261	D.B. Root & Company, LLC	$546K	2,517	+12	add
262	Portside Wealth Group, LLC	$541K	2,492	+892	add
263	Blackstone Inc.	$541K	2,491	+2,491	new
264	Kesler, Norman & Wride, LLC	$535K	2,465	−247	trim
265	Board of the Pension Protection Fund	$521K	2,400	+2,280	add
266	MATHER GROUP, LLC.	$518K	2,387	+2,387	new
267	Independent Advisor Alliance	$514K	2,369	+595	add
268	Advisory Alpha, LLC	$510K	2,352	+680	add
269	AE Wealth Management LLC	$506K	2,334	+764	add
270	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$505K	2,329	+849	add
271	Empirical Asset Management, LLC	$489K	2,254	+144	add
272	MIZUHO SECURITIES USA LLC	$487K	2,243	−484	trim
273	Lansforsakringar Fondforvaltning AB (publ)	$486K	2,239	+2,239	new
274	Manchester Capital Management LLC	$486K	2,238	−10	trim
275	Trail Ridge Investment Advisors, LLC	$477K	2,200	0	no change
276	CREDIT AGRICOLE S A	$473K	2,181	−6,386	trim
277	Concurrent Investment Advisors, LLC	$469K	2,162	−3,521	trim
278	Private Advisor Group, LLC	$467K	2,152	+967	add
279	AVIVA PLC	$467K	2,150	+743	add
280	Seelaus Asset Management LLC	$465K	2,145	+135	add
281	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$460K	2,120	+2,120	new
282	ADAGE CAPITAL PARTNERS GP, L.L.C.	$456K	2,100	−21,700	trim
283	Prospera Financial Services Inc	$454K	2,087	−59	trim
284	R Squared Ltd	$454K	2,090	+2,090	new
285	Utah Retirement Systems	$435K	2,007	−4,210	trim
286	Norinchukin Bank, The	$431K	1,985	−11	trim
287	Milestone Asset Management Group, LLC	$427K	1,969	−11	trim
288	BDFS Capital LLC	$422K	1,943	+246	add
289	Mutual Advisors, LLC	$421K	1,940	+198	add
290	Krilogy Financial LLC	$415K	1,792	−2,130	trim
291	Pilgrim Partners Asia Pte Ltd	$412K	1,900	−900	trim
292	OPPENHEIMER ASSET MANAGEMENT INC.	$410K	1,890	+302	add
293	Valmark Advisers, Inc.	$407K	1,877	−30	trim
294	Maryland State Retirement & Pension System	$406K	1,873	0	no change
295	Kintegral Advisory, LLC	$404K	1,864	−83	trim
296	Savant Capital, LLC	$400K	1,842	+565	add
297	Asset Management One Co., Ltd.	$397K	1,829	−14	trim
298	REGIONS FINANCIAL CORP	$390K	1,798	−2,324	trim
299	PATTON FUND MANAGEMENT, INC.	$389K	1,795	+987	add
300	Ahara Advisors LLC	$385K	1,773	—	no prior
301	Karani Asset Management LLC	$383K	1,767	+1,767	new
302	BLAIR WILLIAM & CO/IL	$383K	1,766	−1,444	trim
303	CI INVESTMENTS INC.	$378K	1,742	+2	add
304	Leonteq Securities AG	$375K	1,727	+1,086	add
305	ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC	$372K	1,713	+1,713	new
306	MCF Advisors LLC	$366K	1,689	—	no prior
307	D.A. DAVIDSON & CO.	$363K	1,674	+1,674	new
308	MAI Capital Management	$355K	1,637	+204	add
309	Vise Technologies, Inc.	$342K	1,178	0	no change
310	JGP Wealth Management, LLC	$336K	1,550	−1,586	trim
311	Wealthfront Advisers LLC	$336K	1,549	−682	trim
312	Caitlin John, LLC	$335K	1,545	+364	add
313	MUFG Securities EMEA plc	$333K	1,536	0	no change
314	DAVENPORT & Co LLC	$332K	1,529	−87	trim
315	ANCHOR CAPITAL ADVISORS LLC	$325K	1,500	0	no change
316	Cresset Asset Management, LLC	$320K	1,475	−109	trim
317	Apollon Wealth Management, LLC	$315K	1,452	−391	trim
318	Sumitomo Mitsui DS Asset Management Company, Ltd	$313K	1,444	+375	add
319	Procyon Advisors, LLC	$313K	1,442	−105	trim
320	Focus Partners Advisor Solutions, LLC	$309K	1,424	−3,495	trim
321	Composition Wealth, LLC	$308K	1,419	−91	trim
322	Perigon Wealth Management, LLC	$306K	1,412	−362	trim
323	HARRELL INVESTMENT PARTNERS, LLC	$305K	1,404	−138	trim
324	Wedmont Private Capital	$304K	1,365	+507	add
325	BENJAMIN EDWARDS INC	$297K	1,369	−1,224	trim
326	Marex Group Ltd	$296K	1,363	+408	add
327	NORDEN GROUP LLC	$293K	1,348	+1,348	new
328	PANAGORA ASSET MANAGEMENT INC	$290K	1,336	0	no change
329	Alhambra Investment Management LLC	$289K	1,332	+73	add
330	Penobscot Investment Management Company, Inc.	$286K	1,320	−20	trim
331	Larson Financial Group LLC	$285K	1,315	+166	add
332	Callan Family Office, LLC	$285K	1,312	−3,623	trim
333	INTECH INVESTMENT MANAGEMENT LLC	$282K	1,298	−1,688	trim
334	MARATHON CAPITAL MANAGEMENT	$279K	1,284	+554	add
335	Institute for Wealth Management, LLC.	$278K	1,282	−98	trim
336	Graham Capital Management, L.P.	$273K	1,260	−152	trim
337	Randall & Associates Wealth Management	$273K	1,258	+1,258	new
338	ADVISORTRUST PARTNERS, LLC	$271K	1,250	+1,250	new
339	KFG WEALTH MANAGEMENT, LLC	$271K	1,248	+216	add
340	Mayflower Financial Advisors, LLC	$267K	1,230	−15	trim
341	MACQUARIE GROUP LTD	$265K	1,223	−383	trim
342	DIVIDEND ASSETS CAPITAL, LLC	$263K	1,213	−57	trim
343	CSS LLC/IL	$263K	1,210	+190	add
344	National Wealth Management Group, LLC	$261K	1,205	−183	trim
345	Lido Advisors, LLC	$261K	1,201	−207	trim
346	Revisor Wealth Management LLC	$261K	1,201	+417	add
347	VestGen Advisors, LLC	$259K	1,201	+1,201	new
348	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$258K	1,187	−11	trim
349	OFI INVEST ASSET MANAGEMENT	$257K	1,185	0	no change
350	Ballentine Partners, LLC	$249K	1,148	−399	trim
351	Brooklyn Investment Group	$248K	1,142	−463	trim
352	Edgestream Partners, L.P.	$244K	1,126	+1,126	new
353	Kestra Advisory Services, LLC	$244K	1,124	+21	add
354	CWA Asset Management Group, LLC	$243K	1,120	+1,120	new
355	North Dakota State Investment Board	$237K	1,094	−212	trim
356	STRATEGY ASSET MANAGERS LLC	$237K	1,093	+1,093	new
357	Fielder Capital Group LLC	$234K	1,077	+1,077	new
358	Bridgefront Capital, LLC	$232K	1,068	−1,365	trim
359	SUMMITRY LLC	$228K	1,052	+1,052	new
360	ASHTON THOMAS SECURITIES, LLC	$226K	1,041	+1,041	new
361	FIDUCIARY TRUST CO	$225K	1,037	+76	add
362	SIGNATUREFD, LLC	$223K	1,027	−41	trim
363	SECURIAN ASSET MANAGEMENT, INC	$222K	1,021	0	no change
364	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC	$221K	1,017	—	no prior
365	Avior Wealth Management, LLC	$218K	1,006	−112	trim
366	Clearstead Advisors, LLC	$218K	1,003	−260	trim
367	Silver Lake Advisory, LLC	$213K	981	0	no change
368	Snowden Capital Advisors LLC	$213K	980	+14	add
369	Dakota Wealth Management	$212K	978	−16	trim
370	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$212K	978	+978	new
371	Caerus Investment Advisors, LLC	$210K	966	−1,007	trim
372	NEW WAVE WEALTH ADVISORS LLC	$209K	962	+962	new
373	Empirical Finance, LLC	$208K	959	−1	trim
374	WEST BANCORPORATION INC	$202K	932	0	no change
375	Laird Norton Wetherby Trust Company, LLC	$201K	928	−287	trim
376	EXCHANGE TRADED CONCEPTS, LLC	$201K	927	+286	add
377	BEACON INVESTMENT ADVISORY SERVICES, INC.	$187K	864	0	no change
378	Grove Bank & Trust	$181K	835	+210	add
379	Allworth Financial LP	$172K	791	−505	trim
380	HM PAYSON & CO	$161K	741	−150	trim
381	Destiny Wealth Partners, LLC	$140K	646	+646	new
382	TEMA ETFS LLC	$134K	619	0	no change
383	STOREBRAND ASSET MANAGEMENT AS	$125K	577	—	no prior
384	Siemens Fonds Invest GmbH	$111K	513	+421	add
385	GLOBEFLEX CAPITAL L P	$108K	499	+499	new
386	Walleye Capital LLC	$98.9K	456	−1,184	trim
387	DELTA ASSET MANAGEMENT LLC/TN	$97.6K	450	0	no change
388	UMB Bank, n.a.	$95.7K	441	+172	add
389	Caitong International Asset Management Co., Ltd	$94.0K	433	+426	add
390	Caldwell Trust Co	$77.5K	357	0	no change
391	QUADRANT CAPITAL GROUP LLC	$66.2K	305	−5,655	trim
392	Wilmington Savings Fund Society, FSB	$60.8K	280	−450	trim
393	Measured Wealth Private Client Group, LLC	$59.9K	276	0	no change
394	SJS Investment Consulting Inc.	$58.2K	268	−110	trim
395	Compagnie Lombard Odier SCmA	$56.4K	260	0	no change
396	ASSETMARK, INC	$54.2K	250	−156	trim
397	State of Wyoming	$51.2K	236	+236	new
398	Addison Advisors LLC	$50.3K	232	+7	add
399	Aster Capital Management (DIFC) Ltd	$44.6K	98	+98	new
400	Blue Trust, Inc.	$37.3K	172	−48	trim
401	ELEVATION WEALTH PARTNERS, LLC	$36.0K	166	+125	add
402	Wellington Grp LLC	$35.6K	164	—	no prior
403	MONTAG A & ASSOCIATES INC	$35.3K	163	0	no change
404	TD Waterhouse Canada Inc.	$35.1K	156	+109	add
405	FEDERATED HERMES, INC.	$33.9K	156	−4	trim
406	Hilltop National Bank	$32.5K	150	0	no change
407	HRT FINANCIAL LP	$31.8K	146,652	+88,577	add
408	Owl Creek Wealth Partners LLC	$31.5K	145	—	no prior
409	CVA Family Office, LLC	$30.6K	141	−147	trim
410	Parkside Financial Bank & Trust	$29.9K	138	+1	add
411	Quarry LP	$27.3K	126	+126	new
412	Kemnay Advisory Services Inc.	$25.2K	116	+116	new
413	Legend Capital Advisors LLC	$25.0K	115	+115	new
414	Atlantic Union Bankshares Corp	$24.7K	114	−15	trim
415	Copeland Capital Management, LLC	$24.1K	111	−82,166	trim
416	Intentional Wealth Strategies, LLC	$23.0K	106	—	no prior
417	Transamerica Financial Advisors, LLC	$20.7K	95	+93	add
418	Cromwell Holdings LLC	$18.9K	87	−2	trim
419	DT Investment Partners, LLC	$17.4K	80	0	no change
420	CENTRAL TRUST Co	$16.9K	78	0	no change
421	Hartford Financial Management Inc.	$16.3K	75	0	no change
422	Pinnacle Wealth Planning Services, Inc.	$15.4K	71	−166	trim
423	PenderFund Capital Management Ltd.	$15.2K	70	0	no change
424	Salomon & Ludwin, LLC	$14.1K	62	+51	add
425	Financial Network Wealth Advisors LLC	$13.0K	60	—	no prior
426	MV CAPITAL MANAGEMENT, INC.	$12.4K	57	+3	add
427	Rakuten Securities, Inc.	$12.2K	56	+51	add
428	Eurizon Capital SGR S.p.A.	$11.9K	55	0	no change
429	WPG Advisers, LLC	$11.1K	51	−41	trim
430	Korea Investment CORP	$10.9K	50	0	no change
431	True Wealth Design, LLC	$10.4K	48	−350	trim
432	Spire Wealth Management	$10.0K	46	+8	add
433	SouthState Bank Corp	$9.5K	44	−7	trim
434	Activest Wealth Management	$9.3K	43	+3	add
435	Crews Bank & Trust	$7.6K	35	0	no change
436	Altshuler Shaham Ltd	$7.2K	33	+12	add
437	Smartleaf Asset Management LLC	$7.2K	35	−13	trim
438	Dogwood Wealth Management LLC	$6.9K	32	0	no change
439	Private Wealth Management Group, LLC	$6.7K	31	+31	new
440	Guinness Atkinson Asset Management Inc	$6.3K	29	0	no change
441	Johnson Financial Group, Inc.	$6.1K	28	−21	trim
442	S&T BANK/PA	$5.9K	27	0	no change
443	TD Capital Management LLC	$5.4K	25	0	no change
444	Darwin Wealth Management, LLC	$5.3K	24	0	no change
445	ALGERT GLOBAL LLC	$4.8K	22,110	+3,580	add
446	GROUP ONE TRADING LLC	$4.8K	22	−144	trim
447	Ankerstar Wealth, LLC	$4.6K	21	0	no change
448	Avalon Trust Co	$4.3K	20	+20	new
449	Sachetta, LLC	$4.3K	20	+4	add
450	Geneos Wealth Management Inc.	$3.9K	18	0	no change
451	Treasurer of the State of North Carolina	$3.5K	16,030	+342	add
452	CANADA LIFE ASSURANCE Co	$3.4K	15,698	+368	add
453	SHP Wealth Management	$3.3K	15	+5	add
454	JPL Wealth Management, LLC	$3.3K	15	+15	new
455	State of Alaska, Department of Revenue	$3.1K	14,114	0	no change
456	Keating Financial Advisory Services, Inc.	$3.0K	14	+14	new
457	Hunter Perkins Capital Management, LLC	$2.5K	11,464	+11,464	new
458	ACADIAN ASSET MANAGEMENT LLC	$2.3K	10,717	+10,717	new
459	THRIVENT FINANCIAL FOR LUTHERANS	$2.2K	10,263	+6,391	add
460	COUNTRY TRUST BANK	$2.2K	10	0	no change
461	DekaBank Deutsche Girozentrale	$2.0K	9,755	0	no change
462	CBIZ Investment Advisory Services, LLC	$1.7K	8	−8	trim
463	Frazier Financial Advisors, LLC	$1.7K	8	0	no change
464	Virginia Estate & Retirement Planning Advisors Inc.	$1.7K	8	—	no prior
465	NFSG Corp	$1.6K	7	0	no change
466	Raleigh Capital Management Inc.	$1.5K	7	+7	new
467	Clayton Financial Group LLC	$1.5K	7	+4	add
468	Kilter Group LLC	$1.5K	7	−1	trim
469	BROWN, LISLE/CUMMINGS, INC.	$1.3K	6	+6	new
470	SUMMIT SECURITIES GROUP LLC	$1.3K	6	−50	trim
471	ARMSTRONG ADVISORY GROUP, INC	$1.3K	6	0	no change
472	Asset Dedication, LLC	$1.1K	5	−19	trim
473	Triumph Capital Management	$1.1K	5	0	no change
474	Physician Wealth Advisors, Inc.	$1.1K	5	−31	trim
475	Bell Investment Advisors, Inc	$1.1K	5	+2	add
476	JFS WEALTH ADVISORS, LLC	$868	4	−179	trim
477	Penserra Capital Management LLC	$868	4,005	+4,002	add
478	Quaker Wealth Management, LLC	$868	4	+3	add
479	American Capital Advisory, LLC	$868	4	+4	new
480	Granite FO LLC	$868	4	0	no change
481	FINANCIAL CONSULATE, INC	$651	3	−6	trim
482	SkyView Investment Advisors, LLC	$454	2,019	+112	add
483	Signature Equity Partners, LLC	$435	2	+2	new
484	TFC Financial Management, Inc.	$434	2	+2	new
485	Investors Portfolio Services LLC	$399	2	+2	new
486	KBC Group NV	$394	1,814	−1,401	trim
487	STEVENS CAPITAL MANAGEMENT LP	$370	1,707	+1,707	new
488	South Dakota Investment Council	$304	1,400	+280	add
489	AMICA MUTUAL INSURANCE CO	$257	1,186	0	no change
490	SALEM INVESTMENT COUNSELORS INC	$217	1	+1	new
491	DiNuzzo Private Wealth, Inc.	$217	1	0	no change
492	MidFirst Bank	$217	1	+1	new
493	Harel Insurance Investments & Financial Services Ltd.	$93	430	0	no change
494	Smithfield Trust Co	$17	74	0	no change
495	Y.D. More Investments Ltd	$16	24	−3	trim
496	Capital Advisors, Ltd. LLC	$11	49	+37	add
497	Avion Wealth	$2	12	−10	trim
498	VANGUARD GROUP INC	—	—	−4,455,010	exit
499	GLENMEDE TRUST CO NA	—	—	−3,008	exit
500	PINNACLE ASSOCIATES LTD	—	—	−1,150	exit

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

Congress ↔ notable managers · FDS

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

Congress · last 90 days

Buyers: 0 — —
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 Gotham Asset Management, Markel Group, Caxton Associates $93.6M held
Trimming: 2 Bridgewater Associates, Moore Capital Management $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · FACTSET RESH SYS INC

Merged timeline of congressional filings and notable-manager moves on FDS
Date	Who	Change	Size
2026-08-05	Tommy Tuberville Congress	Sale	$1K–$15K
2026-05-15	Gotham Asset Management 13F	add	+109,797 sh
2026-05-15	Bridgewater Associates 13F	exit	−10,274 sh
2026-05-15	Moore Capital Management 13F	exit	−1,189 sh
2026-05-14	Caxton Associates 13F	add	+21,664 sh
2026-05-01	Markel Group 13F	add	+13,503 sh

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

11 members of Congress disclosed FDS — the congressional view ↗