Who holds FIVEticker 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 ↗

FIVE BELOW INC · COM · quarter ended 2026-03-31 · 7 members disclosed FIVE ↗

515

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

$11.7B

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

299

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 FIVE ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$1.1B	5,012,041	+107,695	add
2	VANGUARD CAPITAL MANAGEMENT LLC	$565M	2,474,079	—	no prior
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$548M	2,398,669	—	no prior
4	AQR CAPITAL MANAGEMENT LLC	$436M	1,926,596	+757,764	add
5	AMERICAN CENTURY COMPANIES INC	$415M	1,817,317	−21,798	trim
6	STATE STREET CORP	$382M	1,673,125	+7,907	add
7	FEDERATED HERMES, INC.	$349M	1,529,552	+21,159	add
8	TWO SIGMA INVESTMENTS, LP	$328M	1,434,245	+1,030,117	add
9	D. E. Shaw & Co., Inc.	$321M	1,405,810	−513,796	trim
10	GEODE CAPITAL MANAGEMENT, LLC	$295M	1,288,841	+197,868	add
11	Capital World Investors	$285M	1,248,654	+44,929	add
12	WELLINGTON MANAGEMENT GROUP LLP	$268M	1,173,601	−19,096	trim
13	Qube Research & Technologies Ltd	$245M	1,070,450	+481,950	add
14	FMR LLC	$237M	1,038,612	+26,530	add
15	Invesco Ltd.	$231M	1,009,571	+123,417	add
16	UBS Group AG	$201M	880,247	−511,303	trim
17	DIMENSIONAL FUND ADVISORS LP	$194M	848,450	−552	trim
18	BALYASNY ASSET MANAGEMENT L.P.	$194M	848,065	−21,637	trim
19	MORGAN STANLEY	$188M	822,143	+159,110	add
20	WASATCH ADVISORS LP	$187M	818,382	−450,372	trim
21	MILLENNIUM MANAGEMENT LLC	$167M	733,077	+28,197	add
22	SRS Investment Management, LLC	$165M	722,826	+722,826	new
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$153M	668,324	−80	trim
24	Giverny Capital Inc.	$141M	617,191	−20,556	trim
25	Stephens Investment Management Group LLC	$132M	576,071	−48,793	trim
26	CITADEL ADVISORS LLC	$132M	575,717	−512,705	trim
27	RIVERBRIDGE PARTNERS LLC	$131M	572,301	−242,342	trim
28	JENNISON ASSOCIATES LLC	$129M	562,950	−279,821	trim
29	Quantinno Capital Management LP	$119M	522,234	+172,626	add
30	BANK OF AMERICA CORP /DE/	$117M	513,362	+144,003	add
31	Alyeska Investment Group, L.P.	$113M	493,165	−42,428	trim
32	FULLER & THALER ASSET MANAGEMENT, INC.	$109M	478,730	−619,376	trim
33	NORTHERN TRUST CORP	$109M	476,010	−9,804	trim
34	BANK OF MONTREAL /CAN/	$103M	452,489	−1,191	trim
35	Bank of New York Mellon Corp	$84.1M	368,267	−14,565	trim
36	1832 Asset Management L.P.	$81.9M	358,338	+234,026	add
37	Squarepoint Ops LLC	$81.2M	355,552	−37,787	trim
38	VANGUARD FIDUCIARY TRUST CO	$78.2M	342,291	—	no prior
39	Hook Mill Capital Partners, LP	$68.4M	299,317	−131,667	trim
40	Nuveen, LLC	$66.6M	291,605	+91,553	add
41	VOYA INVESTMENT MANAGEMENT LLC	$66.0M	288,993	+24,753	add
42	Point72 Asset Management, L.P.	$65.4M	286,313	−173,501	trim
43	DEUTSCHE BANK AG\	$65.4M	286,297	+24,756	add
44	Trexquant Investment LP	$63.8M	279,240	+90,938	add
45	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$59.0M	258,218	+4,711	add
46	Pacifica Capital Investments, LLC	$49.2M	215,320	−381,675	trim
47	JANE STREET GROUP, LLC	$47.7M	208,745	+206,289	add
48	Amundi	$47.0M	205,602	+201,871	add
49	JACOBS LEVY EQUITY MANAGEMENT, INC	$44.1M	192,911	+102,275	add
50	SEMPER AUGUSTUS INVESTMENTS GROUP LLC	$44.0M	192,666	−72,568	trim
51	Allianz Asset Management GmbH	$42.0M	183,674	−3,042	trim
52	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$40.5M	177,400	+177,400	new
53	Man Group plc	$40.1M	175,671	−76,709	trim
54	IEQ CAPITAL, LLC	$38.8M	169,816	+36,106	add
55	SEI INVESTMENTS CO	$37.9M	165,731	−2,404	trim
56	DRIEHAUS CAPITAL MANAGEMENT LLC	$35.8M	156,790	+24,122	add
57	Cartenna Capital, LP	$34.3M	150,000	−40,000	trim
58	RAYMOND JAMES FINANCIAL INC	$34.1M	149,671	+23,191	add
59	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$33.9M	148,551	+208	add
60	PRINCIPAL FINANCIAL GROUP INC	$31.8M	139,025	+4,345	add
61	COUNTRY TRUST BANK	$29.1M	127,252	−39,973	trim
62	AMERIPRISE FINANCIAL INC	$28.9M	126,163	−73,244	trim
63	TUDOR INVESTMENT CORP ET AL	$28.6M	125,336	+125,336	new
64	Schonfeld Strategic Advisors LLC	$28.2M	123,372	+46,062	add
65	Walleye Capital LLC	$27.8M	121,615	+97,178	add
66	Gotham Asset Management, LLC	$27.4M	120,101	+28,412	add
67	ING GROEP NV	$25.1M	109,900	+109,900	new
68	Swiss National Bank	$24.9M	109,159	+400	add
69	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$24.4M	106,692	+9,682	add
70	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$23.4M	102,600	+102,600	new
71	Interval Partners, LP	$22.2M	96,948	−238,176	trim
72	CANADA PENSION PLAN INVESTMENT BOARD	$21.9M	96,000	−12,900	trim
73	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$21.8M	95,196	+93,866	add
74	PRUDENTIAL FINANCIAL INC	$21.4M	93,595	−62,297	trim
75	Engineers Gate Manager LP	$21.3M	93,217	+64,107	add
76	BOOTHBAY FUND MANAGEMENT, LLC	$21.1M	92,533	−33,686	trim
77	ENVESTNET ASSET MANAGEMENT INC	$21.1M	92,203	−12,152	trim
78	BARCLAYS PLC	$20.6M	90,334	−243,273	trim
79	Mariner, LLC	$20.6M	90,126	+51,093	add
80	Verition Fund Management LLC	$19.6M	85,687	−40,438	trim
81	EMERALD ADVISERS, LLC	$19.0M	83,351	−2,260	trim
82	PICTON MAHONEY ASSET MANAGEMENT	$17.5M	76,438	+24,741	add
83	ALLIANCEBERNSTEIN L.P.	$17.1M	90,942	−12,464	trim
84	Legal & General Group Plc	$16.7M	72,905	−12,131	trim
85	Beck Bode, LLC	$16.4M	71,646	+71,646	new
86	Retirement Systems of Alabama	$15.4M	67,620	+1,437	add
87	Corient Private Wealth LLC	$15.4M	67,666	−92,759	trim
88	COOKSON PEIRCE & CO INC	$15.1M	65,886	+59,168	add
89	VICTORY CAPITAL MANAGEMENT INC	$14.8M	64,765	+899	add
90	CWM, LLC	$14.3M	62,620	+26,442	add
91	Quantbot Technologies LP	$14.3M	62,541	+43,178	add
92	Cerity Partners LLC	$14.1M	61,903	+23,751	add
93	Bridgewater Associates, LP	$14.1M	61,895	−36,143	trim
94	CIBC Bancorp USA Inc.	$13.9M	60,875	—	no prior
95	FIRST TRUST ADVISORS LP	$13.8M	60,379	−10,368	trim
96	Tabor Asset Management, LP	$13.1M	57,444	−38,367	trim
97	Empowered Funds, LLC	$13.1M	57,416	+57,416	new
98	Summit Creek Advisors LLC	$13.1M	57,362	−29,905	trim
99	WELLS FARGO & COMPANY/MN	$11.9M	52,061	−38,694	trim
100	VANGUARD ASSET MANAGEMENT, Ltd	$11.2M	48,993	—	no prior
101	Cinctive Capital Management LP	$11.2M	48,874	−15,210	trim
102	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$11.0M	48,350	−1,328	trim
103	EMERALD MUTUAL FUND ADVISERS TRUST	$10.9M	47,695	0	no change
104	NORDEA INVESTMENT MANAGEMENT AB	$10.8M	48,055	−1,825	trim
105	OCCUDO QUANTITATIVE STRATEGIES LP	$10.4M	44,332	+38,509	add
106	PDT Partners, LLC	$10.2M	44,832	−31,995	trim
107	AGF MANAGEMENT LTD	$10.2M	44,757	−1,073	trim
108	Night Squared LP	$10.2M	44,449	+44,449	new
109	OPPENHEIMER ASSET MANAGEMENT INC.	$10.0M	43,589	−12,533	trim
110	Lisanti Capital Growth, LLC	$9.7M	42,639	−1,205	trim
111	Creative Planning	$9.2M	40,479	+17,435	add
112	CASTLEARK MANAGEMENT LLC	$9.2M	40,110	−8,230	trim
113	Atika Capital Management LLC	$9.0M	39,480	−16,720	trim
114	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$9.0M	39,356	−898	trim
115	Panoramic Capital, LLC	$9.0M	39,298	−10,500	trim
116	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$8.8M	38,400	−6,600	trim
117	ROYAL BANK OF CANADA	$8.7M	37,957	−695	trim
118	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$8.6M	40,736	+17,153	add
119	Hudson Bay Capital Management LP	$8.6M	37,720	+5,034	add
120	MERCER GLOBAL ADVISORS INC /ADV	$8.4M	36,759	+19,203	add
121	MARSICO CAPITAL MANAGEMENT LLC	$7.8M	34,158	0	no change
122	Focus Partners Wealth	$7.8M	33,942	+13,377	add
123	STATE OF WISCONSIN INVESTMENT BOARD	$7.7M	33,857	+4,110	add
124	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$7.3M	32,012	−3,610	trim
125	Calamos Advisors LLC	$7.1M	31,083	−8,632	trim
126	INTECH INVESTMENT MANAGEMENT LLC	$7.0M	30,720	+10,322	add
127	NEW YORK STATE COMMON RETIREMENT FUND	$6.6M	28,996	0	no change
128	FRANKLIN RESOURCES INC	$6.5M	28,327	+16,916	add
129	HSBC HOLDINGS PLC	$6.3M	27,570	+13,946	add
130	MetLife Investment Management, LLC	$6.2M	27,111	+187	add
131	OSAIC HOLDINGS, INC.	$6.2M	27,060	+4,121	add
132	FIFTH THIRD BANCORP	$6.1M	26,611	+25,597	add
133	Illinois Municipal Retirement Fund	$6.0M	26,114	+7,393	add
134	STIFEL FINANCIAL CORP	$5.7M	25,078	−3,757	trim
135	Janus Henderson Group Ltd.	$5.6M	24,723	0	no change
136	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$5.6M	24,668	+24,668	new
137	CITIGROUP INC	$5.5M	24,259	+6,340	add
138	Vanguard Global Advisers, LLC	$5.5M	24,145	—	no prior
139	Western Standard LLC	$5.3M	23,252	−17,348	trim
140	Summit Trail Advisors, LLC	$5.1M	22,232	+4,456	add
141	FIL Ltd	$5.1M	22,200	+700	add
142	Graham Capital Management, L.P.	$5.0M	21,897	+4,260	add
143	WINTON GROUP Ltd	$4.9M	21,512	−67,722	trim
144	Zurcher Kantonalbank (Zurich Cantonalbank)	$4.9M	21,416	+21,416	new
145	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$4.8M	21,137	−1,813	trim
146	Universal- Beteiligungs- und Servicegesellschaft mbH	$4.7M	20,407	−4,891	trim
147	State of New Jersey Common Pension Fund D	$4.6M	20,132	−14	trim
148	MONIMUS CAPITAL MANAGEMENT, LP	$4.6M	19,970	+1,210	add
149	Allspring Global Investments Holdings, LLC	$4.3M	18,445	−111,076	trim
150	MIRABELLA FINANCIAL SERVICES LLP	$4.3M	18,900	+16,353	add
151	Pembroke Management, LTD	$4.3M	18,742	−28,565	trim
152	IMC-Chicago, LLC	$4.2M	18,171	−13,435	trim
153	US BANCORP \DE\	$4.0M	17,532	−1,406	trim
154	BLAIR WILLIAM & CO/IL	$4.0M	17,412	−362	trim
155	Dynamic Technology Lab Private Ltd	$3.9M	17,070	+9,465	add
156	Tidal Investments LLC	$3.9M	17,062	+6,547	add
157	HighTower Advisors, LLC	$3.9M	17,006	+7,714	add
158	PANAGORA ASSET MANAGEMENT INC	$3.8M	16,716	+15,253	add
159	Caprock Group, LLC	$3.7M	16,399	+1,513	add
160	YOUSIF CAPITAL MANAGEMENT, LLC	$3.7M	16,348	−815	trim
161	Brevan Howard Capital Management LP	$3.7M	16,315	+3,822	add
162	Linden Thomas Advisory Services, LLC	$3.6M	15,811	−2,774	trim
163	ExodusPoint Capital Management, LP	$3.6M	15,569	−49,183	trim
164	Arizona State Retirement System	$3.5M	15,150	−154	trim
165	LPL Financial LLC	$3.4M	14,885	+2,178	add
166	Susquehanna Portfolio Strategies, LLC	$3.4M	14,865	0	no change
167	Crossmark Global Holdings, Inc.	$3.3M	14,245	—	no prior
168	ASSETMARK, INC	$3.3M	14,225	+14,079	add
169	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$3.2M	13,820	+20	add
170	Vanguard Investments Australia, Ltd.	$3.1M	13,760	—	no prior
171	Gradient Investments LLC	$3.1M	13,458	−1,175	trim
172	STATE OF MICHIGAN RETIREMENT SYSTEM	$3.0M	13,322	+300	add
173	TEACHER RETIREMENT SYSTEM OF TEXAS	$3.0M	13,161	+6,838	add
174	Cetera Investment Advisers	$2.9M	12,865	−4,150	trim
175	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$2.9M	12,841	+12,841	new
176	GUGGENHEIM CAPITAL LLC	$2.9M	12,818	+8,632	add
177	HUSSMAN STRATEGIC ADVISORS, INC.	$2.9M	12,600	−2,100	trim
178	KLP KAPITALFORVALTNING AS	$2.9M	12,600	+800	add
179	SummitTX Capital, L.P.	$2.9M	12,574	−4,844	trim
180	Blueshift Asset Management, LLC	$2.9M	12,552	+1,882	add
181	Robeco Institutional Asset Management B.V.	$2.9M	12,503	+12,503	new
182	Capricorn Fund Managers Ltd	$2.9M	12,500	+12,500	new
183	ELWOOD CAPITAL PARTNERS LP	$2.9M	12,500	+12,500	new
184	ROYAL LONDON ASSET MANAGEMENT LTD	$2.8M	12,393	0	no change
185	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$2.8M	12,357	+19	add
186	SCHRODER INVESTMENT MANAGEMENT GROUP	$2.8M	12,789	+12,789	new
187	CIM, LLC	$2.8M	12,287	+12,287	new
188	New Age Alpha Advisors, LLC	$2.8M	12,225	−269	trim
189	XTX Topco Ltd	$2.7M	11,689	+110	add
190	Pathstone Holdings, LLC	$2.6M	11,450	+257	add
191	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.6M	11,298	+330	add
192	PINNBROOK CAPITAL MANAGEMENT LP	$2.6M	11,290	−10,869	trim
193	Dakota Wealth Management	$2.6M	11,263	+4,536	add
194	Legato Capital Management LLC	$2.6M	11,185	−385	trim
195	Fieldview Capital Management, LLC	$2.5M	10,884	−5,098	trim
196	Merit Financial Group, LLC	$2.5M	10,809	+5,369	add
197	Federation des caisses Desjardins du Quebec	$2.5M	10,773	−282	trim
198	Ameritas Investment Partners, Inc.	$2.3M	10,161	+55	add
199	Sanctuary Advisors, LLC	$2.3M	10,139	−957	trim
200	Highview Capital Management LLC/DE/	$2.3M	10,005	+281	add
201	JW Asset Management, LLC	$2.3M	10,000	+3,000	add
202	Chicago Partners Investment Group LLC	$2.3M	9,432	+3,637	add
203	Bridgefront Capital, LLC	$2.2M	9,726	−7,482	trim
204	Baron Wealth Management LLC	$2.2M	9,722	−587	trim
205	Inspire Advisors, LLC	$2.2M	9,654	+423	add
206	Focus Partners Advisor Solutions, LLC	$2.2M	9,448	+3,641	add
207	CAPSTONE INVESTMENT ADVISORS, LLC	$2.2M	9,448	+102	add
208	QUADRANT CAPITAL GROUP LLC	$2.1M	9,252	−183	trim
209	Shay Capital LLC	$2.1M	9,090	−3,685	trim
210	Pictet Asset Management Holding SA	$2.0M	8,961	+663	add
211	Havemeyer Place LP	$2.0M	8,723	+8,723	new
212	Ensign Peak Advisors, Inc	$2.0M	8,674	−13,878	trim
213	AIGEN INVESTMENT MANAGEMENT, LP	$2.0M	8,601	+2,279	add
214	Centiva Capital, LP	$1.9M	8,494	+8,494	new
215	Polymer Capital Management (US) LLC	$1.9M	8,462	+8,462	new
216	Magnetar Financial LLC	$1.9M	8,357	−15,462	trim
217	VARCOV Co.	$1.9M	8,172	+8,172	new
218	Vanguard Personalized Indexing Management, LLC	$1.9M	8,149	0	no change
219	Taproot Management LP	$1.8M	8,032	+8,032	new
220	Sumitomo Mitsui Trust Group, Inc.	$1.8M	7,706	+7,706	new
221	Lighthouse Investment Partners, LLC	$1.8M	7,701	−15,796	trim
222	Quantum Portfolio Management LLC	$1.7M	7,593	+196	add
223	Fortis Group Advisors, LLC	$1.6M	6,946	−2,120	trim
224	Chemistry Wealth Management LLC	$1.6M	7,161	+84	add
225	Edgestream Partners, L.P.	$1.6M	7,157	+7,157	new
226	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$1.6M	6,948	+1,939	add
227	Cresset Asset Management, LLC	$1.6M	6,816	−88,738	trim
228	HANCOCK WHITNEY CORP	$1.6M	6,599	+310	add
229	Inscription Capital, LLC	$1.5M	6,698	−1,084	trim
230	AZZAD ASSET MANAGEMENT INC /ADV	$1.5M	6,646	+6,646	new
231	XPONANCE LLC	$1.5M	6,569	+1,519	add
232	Virtue Capital Management, LLC	$1.5M	6,784	−26	trim
233	Pallas Capital Advisors LLC	$1.4M	6,323	+74	add
234	Sivia Capital Partners, LLC	$1.4M	6,201	+4,676	add
235	Lotus Technology Management, LP	$1.4M	6,143	−11,274	trim
236	BURNEY CO/	$1.4M	5,967	+5,967	new
237	B. Metzler seel. Sohn & Co. AG	$1.4M	5,916	−4,002	trim
238	Weiss Asset Management LP	$1.3M	5,900	+5,900	new
239	Aaron Wealth Advisors LLC	$1.3M	5,846	−1,171	trim
240	Vestmark Advisory Solutions, Inc.	$1.3M	5,770	+905	add
241	Oak Thistle LLC	$1.3M	5,564	+5,564	new
242	Braeburn Wealth Management LLC	$1.2M	5,441	+1,106	add
243	Bull Harbor Capital LLC	$1.2M	5,375	—	no prior
244	Lombard Odier Asset Management (USA) Corp	$1.2M	5,366	+5,366	new
245	Krilogy Financial LLC	$1.2M	5,407	+671	add
246	HB Wealth Management, LLC	$1.2M	5,177	+1,566	add
247	Baader Bank Aktiengesellschaft	$1.2M	5,100	+5,100	new
248	Laurus Global Equity Management Inc.	$1.1M	4,960	−8,010	trim
249	Swiss Life Asset Management Ltd	$1.1M	4,841	+2,252	add
250	Baker Avenue Asset Management, LP	$1.1M	4,809	+2,124	add
251	Scientech Research LLC	$1.1M	4,792	+4,792	new
252	Brooklyn Investment Group	$1.1M	4,717	+1,904	add
253	SIERRA SUMMIT ADVISORS LLC	$1.1M	4,680	−1,262	trim
254	OP Asset Management Ltd	$1.0M	4,583	—	no prior
255	NISA INVESTMENT ADVISORS, LLC	$1.0M	4,492	+4,237	add
256	Aristides Capital LLC	$1.0M	4,461	+4,461	new
257	R Squared Ltd	$985K	4,310	+4,310	new
258	Kera Capital Partners, Inc.	$980K	4,289	+287	add
259	NorthCrest Asset Manangement, LLC	$949K	4,034	+290	add
260	Index Technologies Group LLC	$944K	4,132	+159	add
261	SECURIAN ASSET MANAGEMENT, INC	$926K	4,054	0	no change
262	CHOREO, LLC	$921K	4,029	+157	add
263	FOUNDATIONS INVESTMENT ADVISORS, LLC	$886K	3,878	+3,878	new
264	AlphaCore Capital LLC	$871K	3,813	+3,813	new
265	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$862K	3,773	+3,773	new
266	MAVERICK CAPITAL LTD	$836K	3,661	+3,661	new
267	Atom Investors LP	$832K	3,643	+3,643	new
268	BENJAMIN EDWARDS INC	$831K	3,638	−105	trim
269	EVERGREEN CAPITAL MANAGEMENT LLC	$826K	3,617	+1,524	add
270	Lido Advisors, LLC	$816K	3,570	+1,011	add
271	EP Wealth Advisors, LLC	$809K	3,542	+385	add
272	MML INVESTORS SERVICES, LLC	$775K	3,393	−1,262	trim
273	Northwest & Ethical Investments L.P.	$763K	3,264	+198	add
274	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$758K	3,317	+797	add
275	M&T BANK CORP	$735K	3,217	+121	add
276	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$735K	3,216	+908	add
277	WADDELL & ASSOCIATES, LLC	$730K	3,197	+1,818	add
278	Curi Capital, LLC	$707K	3,096	+1,147	add
279	Daiwa Securities Group Inc.	$706K	3,091	+3,091	new
280	Fairvoy Private Wealth, LLC	$695K	3,044	+3,044	new
281	111 Capital	$693K	3,033	+3,033	new
282	VIAWEALTH, LLC	$685K	3,000	−1,100	trim
283	Optimize Financial Inc	$677K	2,965	−983	trim
284	Jain Global LLC	$677K	2,964	−110,811	trim
285	NewEdge Advisors, LLC	$677K	2,964	+2,964	new
286	Mach-1 Financial Group, LLC	$674K	2,949	−1,889	trim
287	Utah Retirement Systems	$663K	2,900	0	no change
288	Inspire Investing, LLC	$654K	2,864	+2,864	new
289	GLENMEDE TRUST CO NA	$654K	2,864	−580	trim
290	DnB Asset Management AS	$641K	2,807	+2,807	new
291	Grandeur Peak Global Advisors, LLC	$635K	2,780	−29,894	trim
292	BUCKHEAD CAPITAL MANAGEMENT LLC	$633K	2,770	0	no change
293	HUB Investment Partners, LLC	$630K	2,757	+349	add
294	Waverly Advisors, LLC	$621K	2,720	+801	add
295	PETRA FINANCIAL ADVISORS INC	$620K	2,715	+2,715	new
296	Atria Investments, Inc	$619K	2,710	−2,485	trim
297	LAZARD ASSET MANAGEMENT LLC	$609K	2,666	−98	trim
298	FOX RUN MANAGEMENT, L.L.C.	$605K	2,750	+2,750	new
299	Allworth Financial LP	$604K	2,644	+1,316	add
300	Mattson Financial Services, LLC	$604K	2,643	+39	add
301	Kingsview Wealth Management, LLC	$603K	2,637	+1,397	add
302	Farringdon Capital, Ltd.	$597K	2,612	+2,612	new
303	OPPENHEIMER & CO INC	$583K	2,552	+2,552	new
304	Maryland State Retirement & Pension System	$580K	2,540	0	no change
305	GATEWAY INVESTMENT ADVISERS LLC	$579K	2,536	−1,192	trim
306	Advisors Asset Management, Inc.	$577K	2,525	+392	add
307	Caerus Investment Advisors, LLC	$572K	2,505	+402	add
308	MEEDER ASSET MANAGEMENT INC	$564K	2,470	+2,450	add
309	MAI Capital Management	$563K	2,465	+2,102	add
310	Y-Intercept (Hong Kong) Ltd	$563K	2,465	−15,868	trim
311	EVOLVE PRIVATE WEALTH, LLC	$557K	2,436	+509	add
312	Tower Research Capital LLC (TRC)	$552K	2,416	+386	add
313	State of Wyoming	$541K	2,367	−669	trim
314	ALPS ADVISORS INC	$537K	2,350	+2,350	new
315	PRELUDE CAPITAL MANAGEMENT, LLC	$517K	2,264	+2,264	new
316	ProShare Advisors LLC	$506K	2,213	+1	add
317	Voya Financial Advisors, Inc.	$492K	2,221	−240	trim
318	Measured Wealth Private Client Group, LLC	$488K	2,138	+415	add
319	GREAT LAKES ADVISORS, LLC	$488K	2,134	−13,499	trim
320	KEYBANK NATIONAL ASSOCIATION/OH	$487K	2,131	−943	trim
321	Encompass More Asset Management	$486K	2,127	+2,127	new
322	Rothschild Wealth LLC	$475K	2,080	+1,015	add
323	GREENLEAF TRUST	$475K	2,079	+21	add
324	CITIZENS FINANCIAL GROUP INC/RI	$468K	2,050	+2,050	new
325	COLDSTREAM CAPITAL MANAGEMENT INC	$468K	2,048	−9	trim
326	Optas, LLC	$459K	2,011	+2,011	new
327	Obermeyer Wealth Partners	$457K	2,000	−962	trim
328	Sequoia Financial Advisors, LLC	$452K	1,979	−540	trim
329	Machina Capital S.A.S.	$451K	1,972	+300	add
330	Cynosure Group, LLC	$444K	1,942	+1,942	new
331	Parcion Private Wealth LLC	$444K	1,942	+324	add
332	Rafferty Asset Management, LLC	$441K	1,929	−1,060	trim
333	COMMONWEALTH EQUITY SERVICES, LLC	$441K	1,928	−110	trim
334	ONTARIO TEACHERS PENSION PLAN BOARD	$436K	1,907	−8,011	trim
335	MOORE CAPITAL MANAGEMENT, LP	$435K	1,906	+1,906	new
336	WEALTH ALLIANCE, LLC	$430K	1,883	−730	trim
337	Ballentine Partners, LLC	$430K	1,881	+11	add
338	EVOKE WEALTH, LLC	$429K	1,876	+1,876	new
339	Clearstead Advisors, LLC	$425K	1,859	+142	add
340	VestGen Advisors, LLC	$422K	2,025	+2,025	new
341	SHELTON CAPITAL MANAGEMENT	$416K	1,820	0	no change
342	Sterling Capital Management LLC	$415K	1,815	−1,377	trim
343	Parkside Financial Bank & Trust	$404K	1,767	−280	trim
344	CIBC Asset Management Inc	$398K	1,741	0	no change
345	EntryPoint Capital, LLC	$397K	1,737	+1,737	new
346	RENAISSANCE TECHNOLOGIES LLC	$388K	1,700	+1,700	new
347	GenTrust, LLC	$379K	1,659	+1,659	new
348	RITHOLTZ WEALTH MANAGEMENT	$377K	1,652	+236	add
349	Alpine Global Management, LLC	$377K	1,649	+1,649	new
350	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$376K	1,645	+1,645	new
351	EARNED WEALTH ADVISORS, LLC	$375K	1,642	+370	add
352	DAYMARK WEALTH PARTNERS, LLC	$366K	1,600	+1,600	new
353	KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	$363K	1,589	—	no prior
354	North Dakota State Investment Board	$360K	1,574	−328	trim
355	EXCHANGE TRADED CONCEPTS, LLC	$358K	1,569	+127	add
356	QTR Family Wealth, LLC	$352K	1,600	+1,600	new
357	WEXFORD CAPITAL LP	$351K	1,538	+345	add
358	Bayforest Capital Ltd	$349K	1,528	+1,249	add
359	AE Wealth Management LLC	$347K	1,519	+103	add
360	Financiere des Professionnels - Fonds d'investissement inc.	$346K	1,513	0	no change
361	JACKSON THORNTON WEALTH MANAGEMENT, LLC	$328K	1,508	+1,508	new
362	Arax Advisory Partners	$327K	1,430	+914	add
363	BNP Paribas Asset Management Holding S.A.	$326K	1,427	+249	add
364	Private Advisor Group, LLC	$325K	1,422	−8	trim
365	Cornerstone Wealth Group, LLC	$323K	1,364	+1,364	new
366	MGO ONE SEVEN LLC	$320K	1,400	−184	trim
367	Jefferies Financial Group Inc.	$318K	1,391	+1,391	new
368	PROFUND ADVISORS LLC	$314K	1,376	+144	add
369	CHILDRESS CAPITAL ADVISORS, LLC	$311K	1,361	−113	trim
370	Brendel Financial Advisors LLC	$308K	1,346	+59	add
371	Allegiance Financial Group Advisory Services LLC	$299K	1,309	+1,309	new
372	Ariadne Wealth Management, LP	$297K	1,299	+22	add
373	PINNACLE ASSOCIATES LTD	$293K	1,281	0	no change
374	Pinnacle Wealth Management Advisory Group, LLC	$292K	1,278	+3	add
375	Meiji Yasuda Asset Management Co Ltd.	$291K	1,272	−7	trim
376	Ruffer LLP	$287K	1,254	+1,254	new
377	UNIVERSITY OF CHICAGO	$286K	1,250	0	no change
378	Rockefeller Capital Management L.P.	$284K	1,241	+560	add
379	POINCIANA ADVISORS GROUP, LLC	$282K	1,234	0	no change
380	TRUIST FINANCIAL CORP	$281K	1,229	−112	trim
381	Wick Capital Partners, LLC	$281K	1,228	+1,228	new
382	QRG CAPITAL MANAGEMENT, INC.	$278K	1,218	+1,218	new
383	Savant Capital, LLC	$277K	1,211	+1,211	new
384	SAGESPRING WEALTH PARTNERS, LLC	$273K	1,196	+1,196	new
385	CAXTON ASSOCIATES LLP	$270K	1,180	+1,180	new
386	Eurizon Capital SGR S.p.A.	$268K	1,203	+248	add
387	Calamos Wealth Management LLC	$265K	1,158	+1,158	new
388	Koshinski Asset Management, Inc.	$260K	1,140	+64	add
389	SIGNATUREFD, LLC	$257K	1,127	+31	add
390	Voleon Capital Management LP	$257K	1,126	+1,126	new
391	Savvy Advisors, Inc.	$253K	1,108	−85	trim
392	Caitong International Asset Management Co., Ltd	$251K	1,100	+1,100	new
393	Hardy Reed LLC	$249K	1,091	−91	trim
394	Latitude Advisors, LLC	$249K	1,089	+1,089	new
395	SCOTIA CAPITAL INC.	$248K	1,085	+1,085	new
396	Catalina Capital Group, LLC	$248K	1,085	0	no change
397	Archer Investment Corp	$247K	1,083	+1,083	new
398	Perigon Wealth Management, LLC	$246K	1,078	−7	trim
399	Laird Norton Wetherby Trust Company, LLC	$245K	1,071	+1,071	new
400	RETIREMENT GUYS FORMULA LLC	$237K	1,039	+1,039	new
401	Ashton Thomas Private Wealth, LLC	$236K	1,035	+1,035	new
402	Compound Planning, Inc.	$236K	1,033	+1,033	new
403	USA FINANCIAL FORMULAS	$229K	1,004	−252	trim
404	Prana Capital Management, LP	$229K	1,003	−392	trim
405	Overbrook Management Corp	$228K	1,000	+1,000	new
406	waypoint wealth counsel	$228K	1,000	+1,000	new
407	Aster Capital Management (DIFC) Ltd	$227K	3,025	+2,095	add
408	COMMERCE BANK	$226K	990	+990	new
409	NORTHWEST WEALTH MANAGEMENT, LLC	$216K	945	+945	new
410	OmniStar Financial Group, Inc.	$212K	927	+927	new
411	Abundance Wealth Counselors	$207K	904	+904	new
412	Vident Advisory, LLC	$206K	903	+903	new
413	World Investment Advisors	$202K	886	+886	new
414	True Wealth Design, LLC	$193K	846	+155	add
415	UMB Bank, n.a.	$173K	758	+41	add
416	Smartleaf Asset Management LLC	$149K	680	−151	trim
417	Hickory Point Bank & Trust	$114K	500	+500	new
418	Wilmington Savings Fund Society, FSB	$110K	481	0	no change
419	NATIONAL BANK OF CANADA /FI/	$96.4K	423	+423	new
420	SJS Investment Consulting Inc.	$91.4K	400	+83	add
421	Larson Financial Group LLC	$90.3K	395	+257	add
422	Reyes Financial Architecture, Inc.	$87.7K	384	−102	trim
423	Leonteq Securities AG	$83.4K	365	+356	add
424	NOMURA ASSET MANAGEMENT CO LTD	$57.1K	250	−160	trim
425	MATHER GROUP, LLC.	$56.0K	245	+245	new
426	Spire Wealth Management	$45.7K	200	−2	trim
427	Quarry LP	$45.2K	198	+198	new
428	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$43.3K	189	+68	add
429	Basecamp Wealth Advisors LLC	$41.6K	182	—	no prior
430	Steward Partners Investment Advisory, LLC	$40.1K	176	−263	trim
431	Mitsubishi UFJ Asset Management Co., Ltd.	$38.8K	170	+112	add
432	Westside Investment Management, Inc.	$32.0K	140	0	no change
433	ESSEX INVESTMENT MANAGEMENT CO LLC	$31.3K	137	0	no change
434	HRT FINANCIAL LP	$29.2K	127,837	+127,837	new
435	CENTRAL TRUST Co	$28.1K	123	−1	trim
436	Activest Wealth Management	$25.1K	110	+42	add
437	NFSG Corp	$22.8K	100	0	no change
438	Hilltop National Bank	$22.4K	98	+98	new
439	Arlington Trust Co LLC	$22.2K	97	+97	new
440	Sunrise Financial Services, LLC	$21.0K	92	0	no change
441	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$20.2K	86	−19	trim
442	Treasurer of the State of North Carolina	$20.0K	87,319	+6,746	add
443	Wall Street Financial Group, Inc.	$18.3K	80	+80	new
444	CVA Family Office, LLC	$15.5K	68	+68	new
445	Meramec Financial Planners, LLC	$15.1K	61	−12	trim
446	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	$13.5K	58,890	−1,958	trim
447	ALGERT GLOBAL LLC	$11.4K	49,727	−1,330	trim
448	FARMERS & MERCHANTS INVESTMENTS INC	$11.0K	48	0	no change
449	Keating Financial Advisory Services, Inc.	$11.0K	48	+9	add
450	Clearstead Trust, LLC	$10.3K	45	0	no change
451	JNBA Financial Advisors	$10.1K	44	+44	new
452	JFS WEALTH ADVISORS, LLC	$9.8K	43	+4	add
453	JPL Wealth Management, LLC	$8.9K	39	+39	new
454	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	$8.2K	36	+23	add
455	Blue Trust, Inc.	$8.2K	36	0	no change
456	United Financial Planning Group LLC	$7.5K	33	+33	new
457	CANADA LIFE ASSURANCE Co	$7.2K	31,671	+593	add
458	Kemnay Advisory Services Inc.	$6.9K	30	+30	new
459	SBI Securities Co., Ltd.	$6.4K	28	−18	trim
460	AMALGAMATED BANK	$6.0K	26,059	+829	add
461	Caitlin John, LLC	$5.7K	25	0	no change
462	Accent Capital Management, LLC	$5.7K	25	+25	new
463	Valued Wealth Advisors LLC	$5.5K	24	+13	add
464	THRIVENT FINANCIAL FOR LUTHERANS	$5.3K	23,129	+7,526	add
465	Sachetta, LLC	$5.3K	23	+3	add
466	Virtu Financial LLC	$4.6K	20,083	+20,083	new
467	EASTERN BANK	$4.6K	20	−2	trim
468	Triumph Capital Management	$4.6K	20	+20	new
469	DekaBank Deutsche Girozentrale	$4.2K	18,665	0	no change
470	ELEVATION WEALTH PARTNERS, LLC	$4.1K	18	+3	add
471	Pier Capital, LLC	$3.9K	17	+6	add
472	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	$3.8K	16,513	0	no change
473	Pinnacle Wealth Planning Services, Inc.	$3.7K	16	−387	trim
474	Bell Investment Advisors, Inc	$3.7K	16	−3	trim
475	SHP Wealth Management	$2.9K	12	+5	add
476	NATIXIS ADVISORS, LLC	$2.8K	12,207	+12,207	new
477	Geneos Wealth Management Inc.	$2.7K	12	0	no change
478	DiNuzzo Private Wealth, Inc.	$2.7K	12	0	no change
479	MV CAPITAL MANAGEMENT, INC.	$2.5K	11	+1	add
480	GSA CAPITAL PARTNERS LLP	$2.5K	10,860	+10,860	new
481	Penserra Capital Management LLC	$2.4K	10,418	+1,840	add
482	SouthState Bank Corp	$2.3K	10	+5	add
483	Manchester Capital Management LLC	$2.3K	10	0	no change
484	Cromwell Holdings LLC	$2.3K	10	0	no change
485	Fairman Group, LLC	$2.3K	10	0	no change
486	Owl Creek Wealth Partners LLC	$2.3K	10	—	no prior
487	Private Wealth Management Group, LLC	$1.8K	8	0	no change
488	Glen Eagle Advisors, LLC	$1.8K	8	0	no change
489	MCF Advisors LLC	$1.6K	7	—	no prior
490	Rialto Wealth Management, LLC	$1.6K	7	+2	add
491	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	$1.3K	5,699	0	no change
492	State of Alaska, Department of Revenue	$1.3K	5,490	0	no change
493	FINANCIAL CONSULATE, INC	$1.1K	5	0	no change
494	Vermillion Wealth Management, Inc.	$1.1K	5	+5	new
495	Cassaday & Co Wealth Management LLC	$914	4	+4	new
496	HFM Investment Advisors, LLC	$914	4	0	no change
497	Vancity Investment Management Ltd	$784	3,430	−2,892	trim
498	Marquette Asset Management, LLC	$686	3	0	no change
499	Physician Wealth Advisors, Inc.	$686	3	0	no change
500	Transamerica Financial Advisors, LLC	$685	3	+3	new

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

Congress ↔ notable managers · FIVE

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: 4 Tudor Investment Corp, Gotham Asset Management, Moore Capital Management, Caxton Associates $56.8M held
Trimming: 1 Bridgewater Associates $14.1M held

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

Merged timeline of congressional filings and notable-manager moves on FIVE
Date	Who	Change	Size
2026-05-15	Tudor Investment Corp 13F	new	+125,336 sh
2026-05-15	Gotham Asset Management 13F	add	+28,412 sh
2026-05-15	Moore Capital Management 13F	new	+1,906 sh
2026-05-15	Bridgewater Associates 13F	trim	−36,143 sh
2026-05-14	Caxton Associates 13F	new	+1,180 sh

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

7 members of Congress disclosed FIVE — the congressional view ↗