Who holds ICEticker 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 ↗

INTERCONTINENTAL EXCHANGE IN · COM · quarter ended 2026-03-31 · 22 members disclosed ICE ↗

1,220

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

$68.6B

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

620

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

158

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 ICE ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$8.3B	52,896,116	−819,101	trim
2	VANGUARD CAPITAL MANAGEMENT LLC	$5.8B	36,911,379	—	no prior
3	STATE STREET CORP	$4.0B	25,551,190	−102,762	trim
4	HARRIS ASSOCIATES L P	$2.6B	16,342,258	+757,727	add
5	MORGAN STANLEY	$2.3B	14,487,713	−1,387,880	trim
6	GEODE CAPITAL MANAGEMENT, LLC	$2.0B	12,774,120	+272,378	add
7	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.9B	11,814,869	—	no prior
8	WELLINGTON MANAGEMENT GROUP LLP	$1.6B	10,177,888	+2,050,500	add
9	ROYAL BANK OF CANADA	$1.3B	8,290,395	+8,290,395	new
10	NORTHERN TRUST CORP	$1.1B	6,932,110	+10,947	add
11	FMR LLC	$1.0B	6,584,742	+803,265	add
12	Janus Henderson Group Ltd.	$988M	6,315,981	−233,615	trim
13	Capital World Investors	$949M	6,034,483	−1,872,916	trim
14	Mitsubishi UFJ Asset Management Co., Ltd.	$901M	5,727,011	+174,311	add
15	BANK OF AMERICA CORP /DE/	$886M	5,630,477	−680,521	trim
16	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$825M	5,245,252	+522,950	add
17	PARNASSUS INVESTMENTS, LLC	$791M	5,031,876	−404,389	trim
18	Amundi	$786M	4,997,079	+1,656,220	add
19	Independent Franchise Partners LLP	$779M	4,955,192	+123,339	add
20	VIKING GLOBAL INVESTORS LP	$761M	4,836,896	+33,699	add
21	UBS Group AG	$696M	4,427,168	+709,620	add
22	SANDS CAPITAL MANAGEMENT, LLC	$690M	4,384,298	−1,118,598	trim
23	Swedbank AB	$597M	3,795,369	+268,254	add
24	Legal & General Group Plc	$567M	3,603,831	+16,513	add
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$541M	3,441,428	+107,735	add
26	Nuveen, LLC	$540M	3,435,924	+59,296	add
27	LAZARD ASSET MANAGEMENT LLC	$515M	3,271,540	+1,342	add
28	Bank of New York Mellon Corp	$506M	3,218,123	−116,616	trim
29	VANGUARD FIDUCIARY TRUST CO	$503M	3,197,324	—	no prior
30	Boston Partners	$494M	3,132,071	−71,774	trim
31	VICTORY CAPITAL MANAGEMENT INC	$483M	3,070,325	−532,596	trim
32	CANTILLON CAPITAL MANAGEMENT LLC	$463M	2,941,954	−396,028	trim
33	Focus Partners Wealth	$456M	2,900,880	+689,932	add
34	WELLS FARGO & COMPANY/MN	$441M	2,802,347	+41,498	add
35	RAYMOND JAMES FINANCIAL INC	$433M	2,756,041	−47,857	trim
36	Invesco Ltd.	$429M	2,725,413	−265,731	trim
37	Ruane, Cunniff & Goldfarb L.P.	$415M	2,639,372	−64,535	trim
38	D. E. Shaw & Co., Inc.	$389M	2,474,465	+206,482	add
39	DEUTSCHE BANK AG\	$374M	2,375,657	+263,207	add
40	DIMENSIONAL FUND ADVISORS LP	$355M	2,257,040	−116,967	trim
41	London & Capital Asset Management Ltd	$349M	2,216,370	+135,163	add
42	AMF Tjanstepension AB	$346M	2,197,714	+59,471	add
43	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$343M	2,182,444	+2,182,444	new
44	AMERIPRISE FINANCIAL INC	$338M	2,146,797	−127,187	trim
45	Veritas Asset Management LLP	$338M	2,147,051	−720,466	trim
46	Mawer Investment Management Ltd.	$327M	2,080,561	−350,287	trim
47	MILLENNIUM MANAGEMENT LLC	$316M	2,008,968	−384,538	trim
48	Vontobel Holding Ltd.	$307M	1,951,010	−208,795	trim
49	BANK OF MONTREAL /CAN/	$294M	1,869,554	−113,161	trim
50	Sumitomo Mitsui Trust Group, Inc.	$294M	1,868,957	−222,423	trim
51	FRANKLIN RESOURCES INC	$291M	1,853,370	−101,427	trim
52	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$284M	1,803,864	−622,384	trim
53	ALKEON CAPITAL MANAGEMENT LLC	$283M	1,800,310	0	no change
54	Ensign Peak Advisors, Inc	$270M	1,715,214	−23,152	trim
55	CITADEL ADVISORS LLC	$269M	1,712,302	+1,510,230	add
56	BARCLAYS PLC	$263M	1,672,020	+159,723	add
57	CIBC Bancorp USA Inc.	$262M	1,662,291	—	no prior
58	BLAIR WILLIAM & CO/IL	$251M	1,593,628	−96,938	trim
59	Robeco Institutional Asset Management B.V.	$242M	1,541,264	+328,581	add
60	HSBC HOLDINGS PLC	$242M	1,536,755	−1,933,799	trim
61	FIL Ltd	$240M	1,528,779	−725,606	trim
62	Perpetual Ltd	$211M	1,341,146	+5,575	add
63	ENVESTNET ASSET MANAGEMENT INC	$200M	1,274,191	+1,274,191	new
64	Vanguard Global Advisers, LLC	$195M	1,242,863	—	no prior
65	BNP Paribas Asset Management Holding S.A.	$192M	1,219,832	+17,841	add
66	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$192M	1,218,587	−342,609	trim
67	Magellan Asset Management Ltd	$187M	1,186,393	−72,927	trim
68	SCHRODER INVESTMENT MANAGEMENT GROUP	$182M	1,157,976	+42,269	add
69	National Pension Service	$178M	1,133,887	+1,133,887	new
70	Prana Capital Management, LP	$176M	1,121,369	+784,423	add
71	MENORA MIVTACHIM HOLDINGS LTD.	$171M	1,084,825	+1,084,825	new
72	CANADA PENSION PLAN INVESTMENT BOARD	$169M	1,074,815	+133,660	add
73	VOYA INVESTMENT MANAGEMENT LLC	$162M	1,028,186	−651,072	trim
74	FIRST MANHATTAN CO. LLC.	$160M	1,019,703	−104,497	trim
75	Altshuler Shaham Ltd	$158M	1,007,291	+18,791	add
76	STOREBRAND ASSET MANAGEMENT AS	$158M	1,006,654	—	no prior
77	CITIGROUP INC	$157M	1,000,131	−64,269	trim
78	VANGUARD ASSET MANAGEMENT, Ltd	$155M	986,253	—	no prior
79	USS Investment Management Ltd	$149M	946,920	+256,851	add
80	AQR CAPITAL MANAGEMENT LLC	$148M	942,014	+72,582	add
81	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$148M	941,224	+97,443	add
82	HORIZON KINETICS ASSET MANAGEMENT LLC	$132M	838,899	+8,133	add
83	SEI INVESTMENTS CO	$125M	797,473	+69,328	add
84	Qube Research & Technologies Ltd	$124M	788,972	+582,924	add
85	JUPITER ASSET MANAGEMENT LTD	$124M	796,744	+796,744	new
86	ALLIANCEBERNSTEIN L.P.	$123M	757,438	−383,042	trim
87	BALYASNY ASSET MANAGEMENT L.P.	$122M	777,232	−399,395	trim
88	Findlay Park Partners LLP	$121M	770,669	−205,000	trim
89	Allspring Global Investments Holdings, LLC	$116M	736,188	−214,398	trim
90	Eurizon Capital SGR S.p.A.	$116M	739,347	−575,429	trim
91	JANE STREET GROUP, LLC	$114M	724,178	+690,290	add
92	DAVENPORT & Co LLC	$114M	723,897	−721	trim
93	KENSICO CAPITAL MANAGEMENT CORP	$113M	716,600	−15,800	trim
94	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$112M	713,468	+12,939	add
95	James Hambro & Partners LLP	$108M	686,481	−34,807	trim
96	UniSuper Management Pty Ltd	$107M	681,172	+119,114	add
97	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$103M	653,416	−293,124	trim
98	PRINCIPAL FINANCIAL GROUP INC	$99.7M	634,031	−5,400	trim
99	L1 Capital International Pty Ltd	$97.0M	616,718	−40,561	trim
100	EARNEST PARTNERS LLC	$95.8M	608,814	−13,770	trim
101	Chicago Capital, LLC	$91.6M	582,454	+2,896	add
102	Universal- Beteiligungs- und Servicegesellschaft mbH	$85.4M	543,463	−25,281	trim
103	Aberdeen Group plc	$84.8M	539,094	−48,808	trim
104	Baird Financial Group, Inc.	$82.6M	525,354	+525,354	new
105	ADAGE CAPITAL PARTNERS GP, L.L.C.	$80.0M	508,759	−6,000	trim
106	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$78.7M	500,499	−70	trim
107	PFA Pension, Forsikringsaktieselskab	$78.1M	496,372	+496,372	new
108	Connor, Clark & Lunn Investment Management Ltd.	$76.4M	485,613	−344,130	trim
109	Candriam S.C.A.	$70.1M	445,470	−64,623	trim
110	Walleye Capital LLC	$69.3M	440,430	+440,428	add
111	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	$68.4M	434,894	+6,786	add
112	Corient Private Wealth LLC	$68.3M	436,566	−809,259	trim
113	ABN AMRO INVESTMENT SOLUTIONS	$64.9M	412,571	−35,803	trim
114	Compagnie Lombard Odier SCmA	$63.2M	401,911	−264,743	trim
115	PRUDENTIAL FINANCIAL INC	$62.7M	398,514	+24,909	add
116	PANAGORA ASSET MANAGEMENT INC	$62.3M	396,342	−2,096	trim
117	LPL Financial LLC	$61.3M	390,023	−48,717	trim
118	STIFEL FINANCIAL CORP	$60.8M	386,754	−70,761	trim
119	Holocene Advisors, LP	$60.4M	384,242	−68,773	trim
120	COMPASS CAPITAL MANAGEMENT, INC	$60.2M	382,602	+21,116	add
121	FIRST TRUST ADVISORS LP	$59.6M	379,035	+36,279	add
122	M.D. Sass, LLC	$58.9M	374,368	+51,666	add
123	KEYBANK NATIONAL ASSOCIATION/OH	$55.4M	352,317	+493	add
124	Schonfeld Strategic Advisors LLC	$55.1M	350,498	+162,385	add
125	MEITAV INVESTMENT HOUSE LTD	$55.0M	349,502	+346,099	add
126	ROYAL LONDON ASSET MANAGEMENT LTD	$54.5M	346,333	−815	trim
127	Pictet Asset Management Holding SA	$54.1M	343,947	−35,892	trim
128	KING LUTHER CAPITAL MANAGEMENT CORP	$54.0M	343,105	+5,637	add
129	J. Stern & Co. LLP	$53.5M	340,021	+340,021	new
130	Rockefeller Capital Management L.P.	$51.9M	329,690	−148,792	trim
131	WESTWOOD HOLDINGS GROUP INC	$51.8M	329,553	−7,943	trim
132	CRAWFORD INVESTMENT COUNSEL INC	$51.4M	326,603	−3,582	trim
133	Delta Global Management LP	$51.2M	325,500	+105,661	add
134	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$50.4M	320,673	+7,645	add
135	Korea Investment CORP	$49.5M	314,771	−31,413	trim
136	STATE OF WISCONSIN INVESTMENT BOARD	$49.0M	311,316	+14,430	add
137	MACKENZIE FINANCIAL CORP	$48.5M	308,684	−42,421	trim
138	Guinness Asset Management LTD	$48.3M	311,170	−24,375	trim
139	APG Asset Management N.V.	$48.1M	352,079	−6,430	trim
140	Point72 Asset Management, L.P.	$47.9M	304,719	+42,657	add
141	WORLDQUANT MILLENNIUM ADVISORS LLC	$46.2M	293,704	+197,588	add
142	Cerity Partners LLC	$46.0M	292,637	+12,780	add
143	Zurcher Kantonalbank (Zurich Cantonalbank)	$45.6M	289,875	+289,875	new
144	TORONTO DOMINION BANK	$44.9M	285,484	−306,509	trim
145	Vanguard Investments Australia, Ltd.	$44.7M	284,271	—	no prior
146	Chevy Chase Trust Holdings, LLC	$44.3M	281,807	−9,333	trim
147	Quantinno Capital Management LP	$43.2M	274,414	+92,755	add
148	Cannell & Spears LLC	$43.1M	274,314	−16,949	trim
149	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$42.2M	268,129	−53,177	trim
150	Alyeska Investment Group, L.P.	$41.4M	263,523	+263,523	new
151	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$41.2M	261,902	−1,211,098	trim
152	TD ASSET MANAGEMENT INC	$41.1M	261,320	+43,774	add
153	GUGGENHEIM CAPITAL LLC	$40.8M	259,101	+9,517	add
154	M&G Plc	$39.1M	248,974	+71,079	add
155	Asset Management One Co., Ltd.	$38.7M	245,923	−1,821	trim
156	CIBC Asset Management Inc	$37.7M	239,664	−9,983	trim
157	LGT CAPITAL PARTNERS LTD.	$37.5M	238,508	−4,630	trim
158	ASR Vermogensbeheer N.V.	$36.8M	234,149	+6,737	add
159	STATE OF MICHIGAN RETIREMENT SYSTEM	$36.5M	231,942	−900	trim
160	GATEWAY INVESTMENT ADVISERS LLC	$36.1M	229,413	−43,898	trim
161	Aquatic Capital Management LLC	$36.0M	229,201	+191,514	add
162	Lansforsakringar Fondforvaltning AB (publ)	$36.0M	229,038	+46,617	add
163	EASTERN BANK	$35.2M	223,609	+19,549	add
164	Creative Planning	$33.9M	215,281	+15,632	add
165	TRILLIUM ASSET MANAGEMENT, LLC	$33.7M	237,660	+24,901	add
166	BANK OF NOVA SCOTIA	$33.3M	—	—	unclassified
167	ASSETMARK, INC	$32.8M	208,521	+107,431	add
168	FIFTH THIRD BANCORP	$32.4M	206,278	+137,074	add
169	Federation des caisses Desjardins du Quebec	$32.4M	205,838	+4,252	add
170	TUDOR INVESTMENT CORP ET AL	$32.1M	204,178	+202,629	add
171	National Mutual Insurance Federation of Agricultural Cooperatives	$31.9M	203,000	0	no change
172	Banco Santander, S.A.	$31.5M	200,349	−74,443	trim
173	NOMURA ASSET MANAGEMENT CO LTD	$31.5M	200,192	+8,376	add
174	2Xideas AG	$30.7M	195,385	−64,303	trim
175	State of New Jersey Common Pension Fund D	$30.6M	194,290	0	no change
176	Aristotle Atlantic Partners, LLC	$29.7M	188,965	−5,464	trim
177	Freestone Grove Partners LP	$29.4M	187,112	−182,468	trim
178	LGT Group Foundation	$29.0M	184,152	−72,592	trim
179	INVESTMENT HOUSE LLC	$28.6M	181,833	−3,492	trim
180	Resona Asset Management Co.,Ltd.	$28.4M	180,928	+4,134	add
181	AMERICAN CENTURY COMPANIES INC	$28.4M	180,766	−4,412	trim
182	NATIONAL BANK OF CANADA /FI/	$28.3M	179,779	−413,021	trim
183	OSTERWEIS CAPITAL MANAGEMENT INC	$27.8M	176,898	+2,345	add
184	TOCQUEVILLE ASSET MANAGEMENT L.P.	$27.7M	175,948	+4,580	add
185	DEPRINCE RACE & ZOLLO INC	$27.5M	175,030	+175,030	new
186	HighTower Advisors, LLC	$27.5M	175,024	−69,502	trim
187	Sycale Advisors (NY) LLC	$27.3M	173,783	+1,431	add
188	Cresset Asset Management, LLC	$26.7M	169,483	+16,177	add
189	Tredje AP-fonden	$26.6M	169,201	+96,683	add
190	Destination Wealth Management	$26.4M	167,853	+2,360	add
191	EULAV Asset Management	$25.9M	164,833	0	no change
192	PUBLIC SECTOR PENSION INVESTMENT BOARD	$25.4M	161,514	−28,380	trim
193	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$25.4M	161,456	+59,750	add
194	GW HENSSLER & ASSOCIATES LTD	$24.6M	156,357	−66,405	trim
195	Arizona State Retirement System	$24.6M	156,248	−5,022	trim
196	Czech National Bank	$24.3M	154,664	+4,316	add
197	ROCKLAND TRUST CO	$23.9M	152,118	+10,859	add
198	Mill Capital Management, LLC	$23.8M	151,502	+5,079	add
199	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$23.8M	151,265	+50,145	add
200	Blue Chip Partners, LLC	$23.8M	151,049	+7,585	add
201	Tidal Investments LLC	$23.4M	148,747	+148,747	new
202	Baltimore-Washington Financial Advisors, Inc.	$23.1M	147,103	+2,572	add
203	EXENCIAL WEALTH ADVISORS, LLC	$23.1M	147,023	+17,755	add
204	MAI Capital Management	$22.4M	142,212	−451	trim
205	AE Wealth Management LLC	$22.2M	141,211	−28,813	trim
206	Rafferty Asset Management, LLC	$21.7M	138,069	−35,872	trim
207	HOWE & RUSLING INC	$21.4M	136,289	+1,697	add
208	Cetera Investment Advisers	$21.2M	135,015	+11,456	add
209	Hudson Bay Capital Management LP	$21.0M	133,443	+33,093	add
210	Sone Capital Management, LLC	$21.0M	133,219	+53,746	add
211	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$20.8M	132,287	−340	trim
212	PRUDENTIAL PLC	$20.7M	131,796	+5,049	add
213	Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust	$20.3M	128,876	+83,154	add
214	US BANCORP \DE\	$19.7M	125,549	+3,897	add
215	Clearstead Advisors, LLC	$19.7M	125,183	−2,120	trim
216	Nippon Life Global Investors Americas, Inc.	$19.6M	124,730	+22,250	add
217	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$19.4M	123,217	+7,001	add
218	Lido Advisors, LLC	$19.3M	122,776	−30,482	trim
219	COMMERCE BANK	$19.2M	122,106	+96,670	add
220	Varma Mutual Pension Insurance Co	$19.2M	122,001	0	no change
221	WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD	$19.1M	121,501	−2,945	trim
222	SEB Asset Management AB	$19.1M	121,179	—	no prior
223	Daiwa Securities Group Inc.	$19.0M	121,004	+2,169	add
224	Retirement Systems of Alabama	$19.0M	120,599	−697	trim
225	Mirae Asset Global Investments Co., Ltd.	$18.8M	119,499	+16,403	add
226	TRUIST FINANCIAL CORP	$18.7M	119,152	−4,823	trim
227	Swiss Life Asset Management Ltd	$18.7M	119,000	+7,822	add
228	Pinnacle Financial Partners, Inc.	$18.4M	116,680	+2,076	add
229	Allianz Asset Management GmbH	$18.3M	116,294	−122,957	trim
230	ING GROEP NV	$18.2M	115,992	+89,674	add
231	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$18.2M	115,488	+16,938	add
232	ProShare Advisors LLC	$18.0M	114,385	−5,788	trim
233	IFM Investors Pty Ltd	$17.7M	112,322	+3,508	add
234	Steward Partners Investment Advisory, LLC	$17.5M	111,561	+49,187	add
235	Woodline Partners LP	$17.5M	111,322	+13,998	add
236	MML INVESTORS SERVICES, LLC	$17.2M	109,256	+45,454	add
237	Mariner, LLC	$16.7M	106,264	−12,686	trim
238	NorthCrest Asset Manangement, LLC	$16.6M	102,094	−33,190	trim
239	SCHWARTZ INVESTMENT COUNSEL INC	$16.5M	104,700	+9,700	add
240	Aptus Capital Advisors, LLC	$16.4M	104,265	−4,174	trim
241	MUFG Securities EMEA plc	$16.3M	103,682	+80,307	add
242	PALISADE CAPITAL MANAGEMENT, LP	$16.3M	103,391	−580	trim
243	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$16.2M	103,277	+103,277	new
244	Pathstone Holdings, LLC	$16.2M	102,690	+4,287	add
245	TEACHER RETIREMENT SYSTEM OF TEXAS	$16.0M	101,561	−1,428	trim
246	Zurich Insurance Group Ltd/FI	$15.9M	101,371	+101,371	new
247	PICTON MAHONEY ASSET MANAGEMENT	$15.9M	101,249	+2,581	add
248	OPPENHEIMER ASSET MANAGEMENT INC.	$15.9M	101,153	+1,958	add
249	XPONANCE LLC	$15.7M	99,628	+13,310	add
250	STANSBERRY ASSET MANAGEMENT, LLC	$15.2M	96,369	+5,127	add
251	Polar Capital Holdings Plc	$15.0M	95,678	−119,752	trim
252	Vanguard Personalized Indexing Management, LLC	$15.0M	95,224	+5,822	add
253	Running Oak Capital LLC	$14.6M	93,054	−3,004	trim
254	Utah Retirement Systems	$14.6M	92,752	−1,446	trim
255	ARCADIA INVESTMENT MANAGEMENT CORP/MI	$14.3M	90,837	−300	trim
256	Walleye Trading LLC	$14.1M	89,401	+1,557	add
257	Assenagon Asset Management S.A.	$13.5M	85,725	−163,014	trim
258	Sanctuary Advisors, LLC	$13.4M	85,337	−5,433	trim
259	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$13.3M	84,388	+1,504	add
260	Rakuten Investment Management, Inc.	$13.2M	84,396	+9,294	add
261	Vinva Investment Management Ltd	$13.2M	83,923	+17,660	add
262	Walter Public Investments Inc.	$12.8M	81,102	−43,891	trim
263	NEOS Investment Management LLC	$12.7M	80,878	−7,590	trim
264	HB Wealth Management, LLC	$12.6M	80,419	−2,000	trim
265	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$12.4M	78,581	−22,992	trim
266	ALTRINSIC GLOBAL ADVISORS LLC	$12.3M	78,145	−4,168	trim
267	KESTRA PRIVATE WEALTH SERVICES, LLC	$12.3M	78,096	+78,096	new
268	Penobscot Investment Management Company, Inc.	$12.2M	77,600	−440	trim
269	Chesley Taft & Associates LLC	$12.2M	77,283	−189	trim
270	Advocacy Wealth Management, LLC	$12.1M	76,935	−1,536	trim
271	Jasper Ridge Partners, L.P.	$12.0M	76,000	0	no change
272	Interval Partners, LP	$11.9M	75,918	−20,457	trim
273	Sumitomo Mitsui DS Asset Management Company, Ltd	$11.9M	75,822	+1,294	add
274	Dash Acquisitions Inc.	$11.7M	72,810	+1,495	add
275	Marks Group Wealth Management, Inc	$11.7M	74,093	−22,877	trim
276	Engineers Gate Manager LP	$11.5M	73,337	+73,337	new
277	LGT Fund Management Co Ltd.	$11.5M	73,147	+36,105	add
278	Lombard Odier Asset Management (Europe) Ltd	$11.5M	73,104	+73,104	new
279	NISSAY ASSET MANAGEMENT CORP /JAPAN	$11.5M	73,071	−2,310	trim
280	FEDERATED HERMES, INC.	$11.3M	71,538	−17,850	trim
281	NORDEA INVESTMENT MANAGEMENT AB	$11.1M	70,812	−372	trim
282	Fiera Capital Corp	$10.9M	69,469	−1,295	trim
283	EagleClaw Capital Managment, LLC	$10.9M	69,065	+189	add
284	Capital International Sarl	$10.7M	68,187	+2,117	add
285	Unisphere Establishment	$10.7M	68,000	+13,900	add
286	BROWN, LISLE/CUMMINGS, INC.	$10.7M	67,744	+651	add
287	MACQUARIE GROUP LTD	$10.6M	67,654	−29,977	trim
288	Gotham Asset Management, LLC	$10.6M	67,307	−27,139	trim
289	OSAIC HOLDINGS, INC.	$10.6M	67,069	−34,891	trim
290	MEEDER ASSET MANAGEMENT INC	$10.4M	66,395	+47,310	add
291	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$10.4M	66,166	+29,377	add
292	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$10.2M	65,044	−200	trim
293	Hyperion Capital Advisors LP	$10.2M	65,015	−11,257	trim
294	NOVARE CAPITAL MANAGEMENT LLC	$10.2M	64,604	−2,342	trim
295	Spinecap SAS	$9.6M	60,942	+60,942	new
296	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$9.5M	60,407	−819	trim
297	Altrafin AG	$9.4M	59,828	+2,500	add
298	Triavera Capital LLC	$9.4M	59,469	0	no change
299	MATTERN CAPITAL MANAGEMENT, LLC	$9.2M	58,322	−1,137	trim
300	OP Asset Management Ltd	$9.2M	58,195	—	no prior
301	COMMONWEALTH EQUITY SERVICES, LLC	$9.1M	57,791	+2,755	add
302	Claar Advisors LLC	$9.1M	57,662	+8	add
303	TRAPHAGEN INVESTMENT ADVISORS LLC	$8.8M	56,176	−27	trim
304	Sendero Wealth Management, LLC	$8.8M	56,135	+5,949	add
305	Amova Asset Management Americas, Inc.	$8.8M	55,774	−34,673	trim
306	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	$8.7M	55,500	+30,500	add
307	Elk River Wealth Management LLC	$8.5M	54,259	+34	add
308	JGP Wealth Management, LLC	$8.5M	53,907	−9,385	trim
309	CREDIT AGRICOLE S A	$8.4M	53,329	−5,174	trim
310	Segment Wealth Management, LLC	$8.3M	53,060	+1,741	add
311	Narwhal Capital Management	$8.2M	52,178	+35,092	add
312	MERCER GLOBAL ADVISORS INC /ADV	$8.1M	51,469	−739	trim
313	INTECH INVESTMENT MANAGEMENT LLC	$8.0M	51,135	−25,487	trim
314	Wealthfront Advisers LLC	$8.0M	50,935	−2,184	trim
315	Geneos Wealth Management Inc.	$8.0M	50,716	−85	trim
316	M&T BANK CORP	$7.9M	50,521	+1,924	add
317	Modera Wealth Management, LLC	$7.9M	50,472	−1,248	trim
318	Kesler, Norman & Wride, LLC	$7.8M	49,610	−3,567	trim
319	BTC Capital Management, Inc.	$7.8M	49,467	+4	add
320	Y-Intercept (Hong Kong) Ltd	$7.8M	49,359	+49,359	new
321	DLK Investment Management, LLC	$7.7M	49,214	+288	add
322	LBP AM SA	$7.7M	49,109	+4,410	add
323	LEVEL FOUR ADVISORY SERVICES, LLC	$7.7M	48,732	+2,517	add
324	MONTAG A & ASSOCIATES INC	$7.6M	48,347	−600	trim
325	GDS Wealth Management	$7.6M	48,124	−4,743	trim
326	Hills Bank & Trust Co	$7.5M	47,757	−2,060	trim
327	Capital International, Inc./CA/	$7.5M	47,742	+3,157	add
328	GHP Investment Advisors, Inc.	$7.5M	47,401	+2,821	add
329	Fort Sheridan Advisors LLC	$7.4M	46,778	−8,820	trim
330	STRATEGY ASSET MANAGERS LLC	$7.2M	46,002	−4,868	trim
331	Saranac Partners Ltd	$7.2M	46,292	+46,292	new
332	Timber Creek Capital Management LLC	$7.2M	45,760	+45,760	new
333	Avanza Fonder AB	$7.2M	45,624	−651	trim
334	First Washington CORP	$7.1M	45,404	+15,722	add
335	CAPITAL INTERNATIONAL LTD /CA/	$7.1M	45,109	+2,634	add
336	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$7.0M	44,720	+2,581	add
337	Aviso Financial Inc.	$7.0M	44,399	−2,361	trim
338	&PARTNERS	$7.0M	44,379	+44,379	new
339	Atria Investments, Inc	$6.9M	44,066	+7,291	add
340	FIRST NATIONAL BANK OF OMAHA	$6.9M	43,959	+536	add
341	Channing Capital Management, LLC	$6.8M	43,422	+43,422	new
342	Investment Management Corp of Ontario	$6.8M	43,110	−4,735	trim
343	Vident Advisory, LLC	$6.7M	42,564	+10,693	add
344	NewEdge Advisors, LLC	$6.3M	39,775	+39,775	new
345	Vestmark Advisory Solutions, Inc.	$6.2M	39,533	+2,707	add
346	GC Wealth Management RIA, LLC	$6.2M	39,343	−1,570	trim
347	Kestra Advisory Services, LLC	$6.2M	39,258	+5,988	add
348	Guinness Atkinson Asset Management Inc	$6.2M	39,137	−1,778	trim
349	BANQUE PICTET & CIE SA	$6.0M	38,363	−2,797	trim
350	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$6.0M	138,914	+97,849	add
351	ABN AMRO Bank N.V.	$6.0M	37,519	+141	add
352	CHATHAM CAPITAL GROUP, INC.	$5.9M	37,730	−710	trim
353	Phraction Management LLC	$5.9M	37,697	+764	add
354	National Philanthropic Trust	$5.8M	37,127	—	no prior
355	UNIVEST FINANCIAL Corp	$5.8M	36,848	+2,768	add
356	BROWN ADVISORY INC	$5.8M	36,580	−1,223	trim
357	Atlantic Union Bankshares Corp	$5.7M	36,545	+13,948	add
358	Woodbridge CO LTD	$5.7M	36,545	0	no change
359	EP Wealth Advisors, LLC	$5.7M	36,415	+25,816	add
360	Montaka Global Pty Ltd	$5.7M	36,307	+36,307	new
361	Waverly Advisors, LLC	$5.7M	36,292	+14,527	add
362	Perigon Wealth Management, LLC	$5.7M	35,998	+3,011	add
363	Andra AP-fonden	$5.6M	35,900	−28,400	trim
364	Stratos Wealth Partners, LTD.	$5.6M	35,301	−388	trim
365	Mirador Capital Partners LP	$5.5M	35,182	+745	add
366	D.A. DAVIDSON & CO.	$5.5M	35,038	+35,038	new
367	Generali Asset Management SPA SGR	$5.5M	35,020	−6,795	trim
368	Empowered Funds, LLC	$5.5M	34,835	+12,973	add
369	Norinchukin Bank, The	$5.4M	34,634	−88	trim
370	Osmosis Investment Management UK Ltd	$5.4M	34,615	−12,388	trim
371	DUNCKER STREETT & CO INC	$5.4M	34,391	−10,622	trim
372	Ayrshire Capital Management LLC	$5.4M	34,334	+2,387	add
373	MIZUHO SECURITIES USA LLC	$5.4M	34,332	−7,185	trim
374	Itau Unibanco Holding S.A.	$5.4M	34,208	+34,208	new
375	Smallwood Wealth Investment Management, LLC	$5.4M	34,093	−386	trim
376	ALERUS FINANCIAL NA	$5.3M	33,943	−5,208	trim
377	Orion Porfolio Solutions, LLC	$5.2M	33,182	−9,805	trim
378	STEPHENS INC /AR/	$5.2M	33,054	−2,845	trim
379	Crossmark Global Holdings, Inc.	$5.2M	33,023	—	no prior
380	Socorro Asset Management LP	$5.1M	32,738	+32,738	new
381	Texas Yale Capital Corp.	$5.1M	32,602	0	no change
382	CITIZENS FINANCIAL GROUP INC/RI	$5.1M	32,566	−28,265	trim
383	J. Goldman & Co LP	$5.1M	32,150	+32,150	new
384	TOMPKINS FINANCIAL CORP	$5.0M	32,099	−130	trim
385	Leelyn Smith, LLC	$5.0M	32,005	+1,559	add
386	Private Advisor Group, LLC	$5.0M	31,899	−3,458	trim
387	Karl Kapital LLC	$5.0M	31,523	+31,523	new
388	McKinley Carter Wealth Services, Inc.	$4.9M	31,210	+1,847	add
389	Procyon Advisors, LLC	$4.9M	31,052	+142	add
390	Intesa Sanpaolo Wealth Management	$4.9M	30,921	+126	add
391	Snowden Capital Advisors LLC	$4.8M	30,809	−1,176	trim
392	CONNING INC.	$4.8M	30,743	−242	trim
393	Inspire Investing, LLC	$4.8M	30,464	+26,942	add
394	World Investment Advisors	$4.8M	30,402	+17,500	add
395	CWM, LLC	$4.7M	30,130	+5,839	add
396	Krilogy Financial LLC	$4.7M	28,929	+10,493	add
397	Metis Global Partners, LLC	$4.7M	29,749	−2,094	trim
398	REGIONS FINANCIAL CORP	$4.6M	29,342	−3,468	trim
399	MARKEL GROUP INC.	$4.5M	28,870	+8,000	add
400	Man Group plc	$4.5M	28,835	−74,103	trim
401	Harbour Capital Advisors, LLC	$4.5M	28,303	+28,303	new
402	NATIXIS	$4.5M	28,458	+24,830	add
403	Maryland State Retirement & Pension System	$4.5M	28,446	0	no change
404	Global X Japan Co., Ltd.	$4.4M	27,938	+1,473	add
405	Callan Family Office, LLC	$4.4M	27,930	−1,469	trim
406	AlphaCore Capital LLC	$4.4M	27,907	−1,022	trim
407	Bank Pictet & Cie (Europe) AG	$4.3M	27,558	−8,404	trim
408	WESTPAC BANKING CORP	$4.3M	27,111	+23,348	add
409	First National Bank of Mount Dora, Trust Investment Services	$4.3M	27,108	—	no prior
410	OMERS ADMINISTRATION Corp	$4.2M	26,538	+6,059	add
411	SCHMIDT P J INVESTMENT MANAGEMENT INC	$4.2M	26,438	−658	trim
412	Envestnet Portfolio Solutions, Inc.	$4.1M	25,974	+25,974	new
413	Carnegie Investment Counsel	$4.1M	25,919	+806	add
414	FIRST CITIZENS BANK & TRUST CO	$4.0M	25,571	−1,097	trim
415	LMCG INVESTMENTS, LLC	$4.0M	25,413	+6,288	add
416	Trexquant Investment LP	$4.0M	25,337	+25,337	new
417	BAR HARBOR WEALTH MANAGEMENT	$3.9M	24,880	+90	add
418	Dai-ichi Life Insurance Company, Ltd	$3.8M	24,413	−753	trim
419	Sequoia Financial Advisors, LLC	$3.8M	24,328	−1,748	trim
420	Cinctive Capital Management LP	$3.8M	24,301	−23,153	trim
421	Oak Asset Management, LLC	$3.8M	24,290	0	no change
422	SeaBridge Investment Advisors LLC	$3.8M	24,158	−8,247	trim
423	PLATINUM INVESTMENT MANAGEMENT LTD	$3.8M	23,913	−7,943	trim
424	Round Rock Advisors LLC	$3.8M	23,854	−2,182	trim
425	SummitTX Capital, L.P.	$3.7M	23,725	+18,870	add
426	WEBSTER BANK, N. A.	$3.7M	23,322	−535	trim
427	AG2R LA MONDIALE GESTION D'ACTIFS	$3.6M	23,195	+307	add
428	Parsonex Advisory Services, Inc.	$3.6M	23,151	+1,615	add
429	Tower Research Capital LLC (TRC)	$3.6M	23,007	+5,143	add
430	Keebeck Wealth Management	$3.6M	22,862	−5,139	trim
431	Redmond Asset Management, LLC	$3.6M	22,838	+404	add
432	Keel Point, LLC	$3.6M	22,799	−2,615	trim
433	Laird Norton Wetherby Trust Company, LLC	$3.5M	22,540	+148	add
434	Concurrent Investment Advisors, LLC	$3.5M	22,430	−540	trim
435	SouthState Bank Corp	$3.4M	21,552	−309	trim
436	FIDUCIARY TRUST CO	$3.4M	21,303	+51	add
437	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$3.3M	21,277	+21,277	new
438	Banque Cantonale Vaudoise	$3.3M	21,255	−2,814	trim
439	Family Manage LLC	$3.3M	21,190	+21,190	new
440	Siemens Fonds Invest GmbH	$3.3M	21,150	−103	trim
441	BW Gestao de Investimentos Ltda.	$3.3M	20,984	−53,083	trim
442	Polar Asset Management Partners Inc.	$3.3M	20,679	+20,679	new
443	Summit Trail Advisors, LLC	$3.2M	20,654	+8,701	add
444	PETTYJOHN, WOOD & WHITE, INC	$3.2M	20,493	+1,179	add
445	WealthShield Partners, LLC	$3.2M	20,389	+1,287	add
446	Fideuram Asset Management (Ireland) dac	$3.2M	19,385	+13,071	add
447	Meiji Yasuda America Inc	$3.2M	20,103	−276	trim
448	KIDS CAPITAL MANAGEMENT, L.P.	$3.1M	20,000	0	no change
449	RKL Wealth Management LLC	$3.1M	19,973	−940	trim
450	Apollon Wealth Management, LLC	$3.1M	19,809	+606	add
451	Blackstone Inc.	$3.1M	19,447	+19,447	new
452	ExodusPoint Capital Management, LP	$3.1M	19,446	+19,446	new
453	TOKIO MARINE ASSET MANAGEMENT CO LTD	$3.0M	19,368	+612	add
454	FOURPATH CAPITAL MANAGEMENT, LLC	$3.0M	19,319	+80	add
455	WCG Wealth Advisors LLC	$3.0M	19,047	+19,047	new
456	Equitable Holdings, Inc.	$3.0M	18,993	+17,023	add
457	Qsemble Capital Management, LP	$3.0M	19,014	−19,336	trim
458	QUADRANT CAPITAL GROUP LLC	$3.0M	18,882	−2,290	trim
459	QRG CAPITAL MANAGEMENT, INC.	$3.0M	18,803	+18,803	new
460	TD Waterhouse Canada Inc.	$2.9M	18,376	+10,304	add
461	Boomfish Wealth Group, LLC	$2.9M	18,435	+343	add
462	PROMETHIUM ADVISORS,LLC	$2.9M	18,258	+975	add
463	D L CARLSON INVESTMENT GROUP INC	$2.9M	18,188	+237	add
464	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$2.9M	18,171	−47	trim
465	Caprock Group, LLC	$2.8M	17,955	+6,742	add
466	NAPLES GLOBAL ADVISORS, LLC	$2.8M	17,848	+897	add
467	NewEdge Wealth, LLC	$2.8M	17,543	−8,373	trim
468	PRINCIPAL SECURITIES, INC.	$2.7M	17,477	+13,361	add
469	44 WEALTH MANAGEMENT LLC	$2.7M	17,393	+2,785	add
470	PECAUT & CO.	$2.7M	17,291	−11	trim
471	Evercore Wealth Management, LLC	$2.7M	17,135	−177	trim
472	CHOREO, LLC	$2.7M	16,909	+16,909	new
473	NOMURA HOLDINGS INC	$2.6M	16,775	+2,549	add
474	FLPUTNAM INVESTMENT MANAGEMENT CO	$2.6M	16,639	−2,220	trim
475	Darwin Wealth Management, LLC	$2.6M	16,611	+3,889	add
476	North Dakota State Investment Board	$2.6M	16,526	−3,038	trim
477	RWA WEALTH PARTNERS, LLC	$2.6M	16,474	−1,520	trim
478	Bleakley Financial Group, LLC	$2.6M	16,373	+2,292	add
479	AlTi Global, Inc.	$2.6M	16,274	+114	add
480	Brown Miller Wealth Management, LLC	$2.6M	16,260	+212	add
481	Lighthouse Investment Partners, LLC	$2.5M	16,207	−3,952	trim
482	Central Pacific Bank - Trust Division	$2.5M	16,079	+943	add
483	Opal Wealth Advisors, LLC	$2.5M	15,798	+7	add
484	Carmel Capital Partners, LLC	$2.5M	15,742	+17	add
485	Coastline Trust Co	$2.5M	15,622	0	no change
486	Brooklyn Investment Group	$2.5M	15,586	+7,797	add
487	Charter Oak Advisors LP	$2.4M	15,567	−23,153	trim
488	IRIDIAN ASSET MANAGEMENT LLC/CT	$2.4M	15,515	−651	trim
489	TEMA ETFS LLC	$2.4M	15,512	−4,666	trim
490	Kenora Financial, LLC	$2.4M	15,486	+672	add
491	SOROS CAPITAL MANAGEMENT LLC	$2.4M	15,435	−19,004	trim
492	SECURIAN ASSET MANAGEMENT, INC	$2.4M	15,404	−100	trim
493	Farringdon Capital, Ltd.	$2.4M	15,345	+15,345	new
494	Independent Advisor Alliance	$2.4M	15,284	−4,007	trim
495	Squarepoint Ops LLC	$2.4M	15,096	−99	trim
496	Lombard Odier Asset Management (Switzerland) SA	$2.4M	15,025	+2,564	add
497	PFW Advisors LLC	$2.3M	14,936	−15	trim
498	Illinois Municipal Retirement Fund	$2.3M	14,825	−2,831	trim
499	PINNACLE ASSOCIATES LTD	$2.3M	14,816	+121	add
500	MERIDIAN MANAGEMENT CO	$2.3M	14,811	+14,811	new

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

Congress ↔ notable managers · ICE

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

Congress · last 90 days

Buyers: 2 Alan Armstrong R–OK, Richard McCormick R–GA-7 $2K–$30K
Sellers: 1 Richard McCormick R–GA-7 $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Adding: 4 Viking Global Investors, Tudor Investment Corp, Markel Group, Caxton Associates $798M held
Trimming: 3 Ruane Cunniff & Goldfarb, Gotham Asset Management, Bridgewater Associates $426M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · INTERCONTINENTAL EXCHANGE IN

Merged timeline of congressional filings and notable-manager moves on ICE
Date	Who	Change	Size
2026-08-14	Richard McCormick Congress	Sale	$1K–$15K
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-07-09	Richard McCormick Congress	Purchase	$1K–$15K
2026-05-15	Viking Global Investors 13F	add	+33,699 sh
2026-05-15	Tudor Investment Corp 13F	add	+202,629 sh
2026-05-15	Ruane Cunniff & Goldfarb 13F	trim	−64,535 sh
2026-05-15	Gotham Asset Management 13F	trim	−27,139 sh
2026-05-15	Bridgewater Associates 13F	exit	−47,051 sh
2026-05-14	Caxton Associates 13F	new	+1,447 sh
2026-05-01	Markel Group 13F	add	+8,000 sh

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

22 members of Congress disclosed ICE — the congressional view ↗