Who holds Jticker 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 ↗

JACOBS SOLUTIONS INC · COM · quarter ended 2026-03-31 · 8 members disclosed J ↗

729

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

$11.8B

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

306

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 J ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$1.3B	10,488,712	+864,780	add
2	VANGUARD CAPITAL MANAGEMENT LLC	$972M	7,632,811	—	no prior
3	STATE STREET CORP	$923M	7,252,560	−115,268	trim
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$606M	4,759,873	—	no prior
5	PRIMECAP MANAGEMENT CO/CA/	$575M	4,515,479	−10,480	trim
6	GEODE CAPITAL MANAGEMENT, LLC	$413M	3,255,944	+36,463	add
7	MORGAN STANLEY	$399M	3,132,637	−247,044	trim
8	Invesco Ltd.	$369M	2,900,391	+254,017	add
9	Boston Partners	$309M	2,429,924	−17,956	trim
10	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$214M	1,677,960	−62,899	trim
11	Allspring Global Investments Holdings, LLC	$212M	1,653,485	−733,730	trim
12	AMERIPRISE FINANCIAL INC	$208M	1,632,621	−68,973	trim
13	BANK OF AMERICA CORP /DE/	$198M	1,555,970	−391,731	trim
14	Focus Partners Wealth	$175M	1,371,478	+32,780	add
15	NORTHERN TRUST CORP	$162M	1,274,372	−8,680	trim
16	LAZARD ASSET MANAGEMENT LLC	$153M	1,202,807	−276,582	trim
17	AQR CAPITAL MANAGEMENT LLC	$152M	1,198,535	+446,716	add
18	DIMENSIONAL FUND ADVISORS LP	$142M	1,115,663	−34,571	trim
19	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$141M	1,104,029	+330,829	add
20	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$112M	882,012	+21,476	add
21	BARCLAYS PLC	$108M	852,308	+497,528	add
22	Amundi	$108M	849,375	+166,467	add
23	FIRST TRUST ADVISORS LP	$104M	820,040	+349,826	add
24	TWO SIGMA INVESTMENTS, LP	$104M	818,443	+399,038	add
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$103M	807,523	+6,877	add
26	ROYAL BANK OF CANADA	$95.8M	752,570	−60,709	trim
27	CI INVESTMENTS INC.	$95.1M	747,249	−7,248	trim
28	L1 Capital International Pty Ltd	$90.9M	714,271	−9,262	trim
29	Legal & General Group Plc	$86.8M	681,711	−67,392	trim
30	VANGUARD FIDUCIARY TRUST CO	$84.2M	661,536	—	no prior
31	Bank of New York Mellon Corp	$81.4M	639,270	−79,456	trim
32	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$78.8M	619,224	+41,700	add
33	DEUTSCHE BANK AG\	$77.7M	610,487	+142,020	add
34	Janus Henderson Group Ltd.	$72.5M	569,689	+101,137	add
35	UBS Group AG	$71.3M	559,927	−8,548	trim
36	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$65.0M	510,722	+510,722	new
37	Robeco Institutional Asset Management B.V.	$52.1M	409,132	−3,349	trim
38	Vontobel Holding Ltd.	$49.7M	390,811	+29,699	add
39	RENAISSANCE TECHNOLOGIES LLC	$49.6M	390,000	+159,000	add
40	Nuveen, LLC	$48.1M	378,044	+45,617	add
41	Swiss National Bank	$44.1M	346,500	+19,500	add
42	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$41.7M	327,432	−247,418	trim
43	Sumitomo Mitsui Trust Group, Inc.	$39.2M	307,834	−17,473	trim
44	TODD ASSET MANAGEMENT LLC	$38.8M	304,499	−1,613	trim
45	Robeco Schweiz AG	$38.6M	303,330	+34,776	add
46	CITADEL ADVISORS LLC	$38.1M	299,454	−229,671	trim
47	HSBC HOLDINGS PLC	$36.9M	290,401	−175,015	trim
48	CIDEL ASSET MANAGEMENT INC	$36.9M	289,641	−20,830	trim
49	WELLS FARGO & COMPANY/MN	$35.7M	280,792	+3,085	add
50	Gotham Asset Management, LLC	$35.2M	276,200	+146,092	add
51	Mitsubishi UFJ Asset Management Co., Ltd.	$33.6M	264,351	+15,950	add
52	ALLIANCEBERNSTEIN L.P.	$33.4M	252,496	−12,301	trim
53	Vanguard Global Advisers, LLC	$32.7M	256,641	—	no prior
54	RHUMBLINE ADVISERS	$32.3M	254,045	+870	add
55	ENVESTNET ASSET MANAGEMENT INC	$31.9M	250,940	−17,899	trim
56	HENNESSY ADVISORS INC	$31.9M	250,500	−26,200	trim
57	CAPSTONE INVESTMENT ADVISORS, LLC	$31.8M	249,968	−682	trim
58	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$30.5M	239,802	−16,272	trim
59	WATERS PARKERSON & CO., LLC	$29.7M	232,956	+6,828	add
60	ZWJ INVESTMENT COUNSEL INC	$27.8M	218,295	−1,284	trim
61	RAYMOND JAMES FINANCIAL INC	$26.1M	205,019	+18,273	add
62	SEI INVESTMENTS CO	$25.3M	198,513	−62,035	trim
63	Eurizon Capital SGR S.p.A.	$24.3M	191,254	+93,468	add
64	VANGUARD ASSET MANAGEMENT, Ltd	$24.0M	188,409	—	no prior
65	Pictet Asset Management Holding SA	$23.6M	185,563	+58,846	add
66	Aberdeen Group plc	$23.1M	181,492	−1,546	trim
67	CWM, LLC	$22.2M	174,315	−4,920	trim
68	Mesirow Financial Investment Management, Inc.	$21.8M	171,318	+3,707	add
69	Zurich Insurance Group Ltd/FI	$21.4M	168,319	−107,198	trim
70	LPL Financial LLC	$20.6M	161,856	−391	trim
71	CITIGROUP INC	$19.5M	152,936	+31,551	add
72	EXCHANGE TRADED CONCEPTS, LLC	$19.3M	151,829	+54,002	add
73	EVERETT HARRIS & CO /CA/	$19.1M	150,363	+7,304	add
74	PRUDENTIAL FINANCIAL INC	$18.0M	141,600	−13,626	trim
75	HUTCHINSON CAPITAL MANAGEMENT/CA	$17.5M	137,768	−2,780	trim
76	PRINCIPAL FINANCIAL GROUP INC	$16.7M	130,847	−2,857	trim
77	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$16.6M	130,174	+130,174	new
78	Compagnie Lombard Odier SCmA	$16.5M	129,963	−9,767	trim
79	NATIXIS	$16.5M	129,840	+104,357	add
80	Korea Investment CORP	$16.1M	126,787	+11,779	add
81	EARNEST PARTNERS LLC	$15.2M	119,741	+119,741	new
82	AVIVA PLC	$15.2M	119,275	+2,954	add
83	FMR LLC	$14.9M	116,860	+26,904	add
84	Man Group plc	$14.2M	111,766	+42,780	add
85	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$14.0M	134,133	+1,837	add
86	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$13.7M	107,701	−207	trim
87	Tredje AP-fonden	$13.6M	106,803	−222,172	trim
88	Running Oak Capital LLC	$13.5M	106,137	+1,764	add
89	WELLINGTON MANAGEMENT GROUP LLP	$13.5M	105,821	−39,198	trim
90	ADAGE CAPITAL PARTNERS GP, L.L.C.	$13.3M	104,827	−3,100	trim
91	EVERGREEN CAPITAL MANAGEMENT LLC	$13.2M	103,642	+882	add
92	Federation des caisses Desjardins du Quebec	$12.6M	99,321	+33,893	add
93	STATE OF WISCONSIN INVESTMENT BOARD	$12.6M	99,260	−6,840	trim
94	Bridgewater Associates, LP	$12.5M	98,091	+98,091	new
95	NEEDHAM INVESTMENT MANAGEMENT LLC	$12.2M	96,000	+38,000	add
96	Universal- Beteiligungs- und Servicegesellschaft mbH	$12.1M	95,031	−9,050	trim
97	Cerity Partners LLC	$11.9M	93,834	−10,359	trim
98	BANK OF MONTREAL /CAN/	$11.8M	92,358	−27,319	trim
99	Energy Income Partners, LLC	$11.4M	89,384	+81,350	add
100	Mariner, LLC	$11.0M	86,178	−314	trim
101	WEDGE CAPITAL MANAGEMENT L L P/NC	$10.8M	84,657	+8,212	add
102	NATIONAL BANK OF CANADA /FI/	$10.7M	84,102	−13,836	trim
103	Quantinno Capital Management LP	$10.4M	81,579	+9,236	add
104	GREENWOOD GEARHART LLC	$10.3M	80,587	+4,664	add
105	TD ASSET MANAGEMENT INC	$10.2M	80,511	+7,378	add
106	F/m Investments LLC	$9.9M	77,262	+1,696	add
107	STIFEL FINANCIAL CORP	$9.8M	76,730	−29,529	trim
108	Two Point Capital Management, Inc.	$9.7M	76,460	−458	trim
109	NEW YORK STATE COMMON RETIREMENT FUND	$9.4M	74,221	−2,000	trim
110	Zurcher Kantonalbank (Zurich Cantonalbank)	$9.4M	73,476	+73,476	new
111	Telos Capital Management, Inc.	$9.2M	72,323	−3,856	trim
112	Osmosis Investment Management UK Ltd	$9.1M	71,397	+7,617	add
113	EVOKE WEALTH, LLC	$9.0M	71,007	+56,746	add
114	SFE Investment Counsel	$8.6M	67,647	+12,444	add
115	Advisors Asset Management, Inc.	$8.6M	67,329	+1,519	add
116	Varma Mutual Pension Insurance Co	$8.5M	66,800	−20,000	trim
117	Bryn Mawr Trust Advisors, LLC	$8.4M	66,271	+189	add
118	McKinley Carter Wealth Services, Inc.	$8.3M	65,587	+1,539	add
119	TOTH FINANCIAL ADVISORY CORP	$8.3M	65,035	−161	trim
120	Mitsubishi UFJ Trust & Banking Corp	$8.2M	64,407	−1,665	trim
121	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$8.1M	63,800	+63,800	new
122	Walleye Capital LLC	$8.0M	62,771	+56,282	add
123	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$8.0M	62,472	−5,617	trim
124	Wharton Business Group, LLC	$7.9M	62,400	+240	add
125	Creative Planning	$7.7M	60,737	+19,321	add
126	ROYAL LONDON ASSET MANAGEMENT LTD	$7.7M	60,444	+1,081	add
127	FIRST NATIONAL BANK OF OMAHA	$7.6M	60,669	+9,833	add
128	FRANKLIN RESOURCES INC	$7.5M	59,237	−23,880	trim
129	CITIZENS FINANCIAL GROUP INC/RI	$7.5M	58,983	+2,009	add
130	PDT Partners, LLC	$7.5M	58,762	+17,779	add
131	Chevy Chase Trust Holdings, LLC	$7.4M	58,269	−2,748	trim
132	TORONTO DOMINION BANK	$7.4M	57,747	+14,805	add
133	Gibraltar Capital Management, Inc.	$7.2M	56,384	+4,756	add
134	Vanguard Investments Australia, Ltd.	$7.0M	55,202	—	no prior
135	PUBLIC SECTOR PENSION INVESTMENT BOARD	$7.0M	54,858	+39,323	add
136	MARCO INVESTMENT MANAGEMENT LLC	$7.0M	54,820	−25	trim
137	Grantham, Mayo, Van Otterloo & Co. LLC	$6.9M	53,865	+13,033	add
138	TRUIST FINANCIAL CORP	$6.8M	53,703	−8,822	trim
139	QRG CAPITAL MANAGEMENT, INC.	$6.8M	53,565	−3,868	trim
140	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$6.8M	53,499	−295	trim
141	Asset Management One Co., Ltd.	$6.7M	52,628	−27,086	trim
142	OneDigital Investment Advisors LLC	$6.5M	50,863	+47,928	add
143	HighTower Advisors, LLC	$6.5M	50,740	−7,520	trim
144	BLAIR WILLIAM & CO/IL	$6.4M	50,429	−536	trim
145	INTECH INVESTMENT MANAGEMENT LLC	$6.3M	49,791	−3,901	trim
146	STEPHENS INC /AR/	$6.2M	48,811	+1,499	add
147	Marks Group Wealth Management, Inc	$6.1M	47,945	−6,221	trim
148	Pallas Capital Advisors LLC	$5.9M	46,000	−3,459	trim
149	Qube Research & Technologies Ltd	$5.8M	45,598	−163,478	trim
150	FIFTH THIRD BANCORP	$5.8M	45,476	+40,309	add
151	VICTORY CAPITAL MANAGEMENT INC	$5.7M	44,437	−3,460	trim
152	NewEdge Advisors, LLC	$5.6M	44,267	+44,267	new
153	Calamos Advisors LLC	$5.6M	44,088	+3,088	add
154	BNP Paribas Asset Management Holding S.A.	$5.6M	43,656	+186	add
155	NOMURA ASSET MANAGEMENT CO LTD	$5.4M	42,766	+1,069	add
156	Daiwa Securities Group Inc.	$5.4M	42,688	−13,112	trim
157	Avanza Fonder AB	$5.4M	42,581	0	no change
158	Andra AP-fonden	$5.4M	42,128	+42,128	new
159	GREENWOOD CAPITAL ASSOCIATES LLC	$5.3M	41,598	+12,195	add
160	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$5.2M	40,599	−1,841	trim
161	State of New Jersey Common Pension Fund D	$5.1M	39,911	+1,163	add
162	FIL Ltd	$5.1M	39,826	−589,664	trim
163	Lansforsakringar Fondforvaltning AB (publ)	$5.0M	39,676	0	no change
164	Paragon Capital Management LLC	$5.0M	39,458	−528	trim
165	CIBC Bancorp USA Inc.	$4.9M	38,786	—	no prior
166	De Lisle Partners LLP	$4.9M	38,700	+7,000	add
167	Modera Wealth Management, LLC	$4.8M	37,986	−1,438	trim
168	OPPENHEIMER & CO INC	$4.8M	37,969	−4,335	trim
169	RWA WEALTH PARTNERS, LLC	$4.8M	37,890	+788	add
170	COMMONWEALTH EQUITY SERVICES, LLC	$4.7M	37,247	−18,133	trim
171	American Trust Investment Advisors, LLC	$4.7M	36,787	+520	add
172	Granite Investment Partners, LLC	$4.6M	36,526	−415	trim
173	Elo Mutual Pension Insurance Co	$4.5M	35,534	+1,908	add
174	NISA INVESTMENT ADVISORS, LLC	$4.5M	35,498	−973	trim
175	IFM Investors Pty Ltd	$4.5M	35,468	+8,782	add
176	Resona Asset Management Co.,Ltd.	$4.5M	35,455	+452	add
177	CIBC Asset Management Inc	$4.5M	35,079	−2,191	trim
178	CREDIT AGRICOLE S A	$4.5M	34,969	+30,315	add
179	Trexquant Investment LP	$4.4M	34,802	+34,802	new
180	LOUISBOURG INVESTMENTS INC.	$4.4M	41,937	−5,675	trim
181	BANK OF NOVA SCOTIA	$4.3M	33,749	−169,649	trim
182	OPPENHEIMER ASSET MANAGEMENT INC.	$4.2M	33,333	−15,046	trim
183	JB Capital LLC	$4.2M	33,129	+33,129	new
184	OLD NATIONAL BANCORP /IN/	$4.2M	32,843	+5,951	add
185	Occidental Asset Management, LLC	$4.1M	32,424	+1,686	add
186	Arizona State Retirement System	$4.1M	32,095	−842	trim
187	Czech National Bank	$4.1M	31,986	+466	add
188	Stratos Wealth Advisors, LLC	$4.0M	31,526	−2,214	trim
189	STATE OF MICHIGAN RETIREMENT SYSTEM	$3.9M	30,699	−600	trim
190	Tidal Investments LLC	$3.9M	30,697	+6,125	add
191	LBP AM SA	$3.9M	30,573	+20,850	add
192	Y.D. More Investments Ltd	$3.9M	30,535	+20,235	add
193	Journey Advisory Group, LLC	$3.8M	29,805	−2,169	trim
194	FEDERATED HERMES, INC.	$3.8M	29,692	−30,724	trim
195	US BANCORP \DE\	$3.8M	29,473	−2,033	trim
196	Compass Wealth Management LLC	$3.7M	29,212	+993	add
197	Y-Intercept (Hong Kong) Ltd	$3.6M	28,469	+28,469	new
198	Swiss Life Asset Management Ltd	$3.6M	28,233	+3,333	add
199	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$3.6M	28,112	−1,391	trim
200	Hilton Capital Management, LLC	$3.6M	27,990	+3,576	add
201	Ensign Peak Advisors, Inc	$3.5M	27,788	+12,335	add
202	MetLife Investment Management, LLC	$3.5M	27,431	−1,213	trim
203	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$3.5M	27,358	−447	trim
204	MERCER GLOBAL ADVISORS INC /ADV	$3.4M	26,443	−42,357	trim
205	Mirae Asset Global Investments Co., Ltd.	$3.3M	25,647	+5,440	add
206	XPONANCE LLC	$3.2M	25,093	+2,553	add
207	Retirement Systems of Alabama	$3.2M	24,941	−489	trim
208	CANADA PENSION PLAN INVESTMENT BOARD	$3.2M	24,937	+15,459	add
209	Corient Private Wealth LLC	$3.1M	24,474	−102,756	trim
210	VOYA INVESTMENT MANAGEMENT LLC	$3.1M	24,630	−567	trim
211	NorthCrest Asset Manangement, LLC	$3.1M	24,459	−12,961	trim
212	KIRTLAND HILLS CAPITAL MANAGEMENT, LLC	$3.1M	24,500	0	no change
213	Vest Financial, LLC	$3.1M	24,335	−8,451	trim
214	Coastal Bridge Advisors, LLC	$3.1M	24,264	−178	trim
215	Clayton Partners LLC	$3.0M	23,952	+70	add
216	HARVEY CAPITAL MANAGEMENT INC	$3.0M	23,722	+350	add
217	Crossmark Global Holdings, Inc.	$2.9M	23,129	—	no prior
218	Woodline Partners LP	$2.9M	23,029	+2,634	add
219	Pine Valley Investments Ltd Liability Co	$2.9M	22,410	+794	add
220	Aristotle Capital Boston, LLC	$2.7M	21,397	−458	trim
221	Verition Fund Management LLC	$2.7M	21,408	−11,886	trim
222	Vanguard Personalized Indexing Management, LLC	$2.7M	21,289	−321	trim
223	Cetera Investment Advisers	$2.7M	21,033	+68	add
224	TEACHER RETIREMENT SYSTEM OF TEXAS	$2.6M	20,164	−29,572	trim
225	ALPINE WOODS CAPITAL INVESTORS, LLC	$2.5M	20,024	+2,147	add
226	United Asset Strategies, Inc.	$2.5M	19,887	+559	add
227	Meiji Yasuda Asset Management Co Ltd.	$2.5M	19,801	+17,330	add
228	Wilmington Savings Fund Society, FSB	$2.5M	19,517	−1,150	trim
229	AIA Group Ltd	$2.4M	19,117	+11,782	add
230	AXQ CAPITAL, LP	$2.4M	19,039	+19,039	new
231	Utah Retirement Systems	$2.4M	19,018	−650	trim
232	DAVENPORT & Co LLC	$2.4M	18,746	−4,181	trim
233	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$2.4M	18,698	+165	add
234	FORA Capital, LLC	$2.4M	18,521	+14,828	add
235	ProShare Advisors LLC	$2.3M	18,287	−4,080	trim
236	Keebeck Wealth Management	$2.3M	18,079	−14,822	trim
237	OSAIC HOLDINGS, INC.	$2.3M	18,006	−7,736	trim
238	MACQUARIE GROUP LTD	$2.3M	17,899	+2,464	add
239	Palouse Capital Management, Inc.	$2.3M	17,866	+17,866	new
240	Summit Trail Advisors, LLC	$2.2M	17,550	+2,556	add
241	Strategic Advisors LLC	$2.2M	17,454	−83	trim
242	NEOS Investment Management LLC	$2.2M	17,150	−344	trim
243	Rakuten Investment Management, Inc.	$2.2M	17,462	+1,737	add
244	ARMSTRONG HENRY H ASSOCIATES INC	$2.2M	17,081	0	no change
245	Union Bancaire Privee, UBP SA	$2.2M	19,444	+3,780	add
246	Heritage Wealth Advisors	$2.2M	16,938	+16,938	new
247	Empowered Funds, LLC	$2.1M	16,744	+9,001	add
248	MML INVESTORS SERVICES, LLC	$2.1M	16,648	−3,085	trim
249	Baird Financial Group, Inc.	$2.1M	16,564	+16,564	new
250	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$2.1M	16,315	−73	trim
251	UniSuper Management Pty Ltd	$2.1M	16,287	−587	trim
252	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$2.1M	16,280	−4,899	trim
253	Empire Financial Management Company, LLC	$2.0M	16,104	+1,138	add
254	NISSAY ASSET MANAGEMENT CORP /JAPAN	$2.0M	15,444	+47	add
255	FIRST MANHATTAN CO. LLC.	$1.9M	15,174	−651	trim
256	ING GROEP NV	$1.9M	15,147	−301	trim
257	CIBC WORLD MARKET INC.	$1.9M	15,115	+2,766	add
258	Summit Financial, LLC	$1.9M	15,051	+2	add
259	CGN Advisors LLC	$1.9M	14,993	+57	add
260	BROWN ADVISORY INC	$1.9M	14,651	+201	add
261	National Pension Service	$1.8M	14,533	+14,533	new
262	Henshaw Capital LLC	$1.8M	14,221	—	no prior
263	Atria Investments, Inc	$1.8M	14,146	−3,727	trim
264	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$1.8M	14,133	+819	add
265	MACKENZIE FINANCIAL CORP	$1.8M	14,094	+1,052	add
266	Vinva Investment Management Ltd	$1.8M	14,242	+14,242	new
267	Sumitomo Mitsui DS Asset Management Company, Ltd	$1.8M	13,963	0	no change
268	Westover Capital Advisors, LLC	$1.8M	13,793	−783	trim
269	Harfst & Associates, Inc.	$1.8M	13,764	+1,127	add
270	Badgley Phelps Wealth Managers, LLC	$1.7M	13,538	−656	trim
271	Malaga Cove Capital, LLC	$1.7M	13,536	−841	trim
272	CAHABA WEALTH MANAGEMENT, INC.	$1.7M	13,418	0	no change
273	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$1.7M	13,409	−300	trim
274	YOUSIF CAPITAL MANAGEMENT, LLC	$1.7M	13,336	+135	add
275	Private Advisor Group, LLC	$1.7M	13,312	−188	trim
276	Ethic Inc.	$1.7M	13,149	−7,790	trim
277	Oak Thistle LLC	$1.7M	13,112	−3,077	trim
278	SHUFRO ROSE & CO LLC	$1.7M	13,060	−297	trim
279	JANE STREET GROUP, LLC	$1.7M	13,038	+9,380	add
280	Dynasty Wealth Management, LLC	$1.6M	12,793	+742	add
281	Pathstone Holdings, LLC	$1.6M	12,790	−2,513	trim
282	Callan Family Office, LLC	$1.6M	12,640	−265	trim
283	D. E. Shaw & Co., Inc.	$1.6M	12,640	+5,491	add
284	Sanctuary Advisors, LLC	$1.6M	12,517	−3,662	trim
285	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$1.6M	12,495	−343	trim
286	Town & Country Bank & Trust CO dba First Bankers Trust CO	$1.6M	12,456	+81	add
287	OP Asset Management Ltd	$1.6M	12,301	—	no prior
288	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.6M	12,244	−18,017	trim
289	Allworth Financial LP	$1.5M	11,906	+4,424	add
290	BDF-GESTION	$1.5M	11,659	0	no change
291	SFMG, LLC	$1.4M	11,229	+229	add
292	Prudent Man Advisors, LLC	$1.4M	11,186	+4,467	add
293	GREAT LAKES ADVISORS, LLC	$1.4M	10,950	+1,024	add
294	Intrinsic Value Partners, LLC	$1.4M	10,883	−3,020	trim
295	Boston Common Asset Management, LLC	$1.4M	10,862	−371	trim
296	Caldwell Investment Management Ltd.	$1.4M	11,000	0	no change
297	Stratos Wealth Partners, LTD.	$1.4M	10,706	+733	add
298	GLENMEDE TRUST CO NA	$1.3M	10,544	+2,789	add
299	Investment Management Corp of Ontario	$1.3M	10,525	+300	add
300	ALPS ADVISORS INC	$1.3M	10,396	+2,012	add
301	Lido Advisors, LLC	$1.3M	10,308	−3,708	trim
302	Apollon Wealth Management, LLC	$1.3M	10,265	+160	add
303	Kestra Advisory Services, LLC	$1.3M	10,198	−1,326	trim
304	Machina Capital S.A.S.	$1.3M	9,941	−13,602	trim
305	Aberdeen Wealth Management LLC	$1.2M	9,782	0	no change
306	Atlantic Union Bankshares Corp	$1.2M	9,400	−853	trim
307	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$1.2M	9,400	0	no change
308	Assenagon Asset Management S.A.	$1.2M	9,239	+687	add
309	Havemeyer Place LP	$1.2M	9,156	−10,947	trim
310	CHESAPEAKE ASSET MANAGEMENT LLC	$1.2M	9,150	0	no change
311	West Tower Group, LLC	$1.1M	9,000	+1,000	add
312	DANSKE BANK A/S	$1.1M	8,900	−1,900	trim
313	Metis Global Partners, LLC	$1.1M	8,817	−1,737	trim
314	OSSIAM	$1.1M	8,788	−132	trim
315	Evercore Wealth Management, LLC	$1.1M	8,786	0	no change
316	PFG Advisors	$1.1M	8,774	+1,008	add
317	Pettee Investors, Inc.	$1.1M	8,620	0	no change
318	Total Wealth Planning & Management, Inc.	$1.1M	8,764	+1,285	add
319	KCM INVESTMENT ADVISORS LLC	$1.1M	8,721	0	no change
320	PARADIGM ASSET MANAGEMENT CO LLC	$1.1M	8,700	0	no change
321	Hillsdale Investment Management Inc.	$1.1M	8,640	+8,640	new
322	Norinchukin Bank, The	$1.1M	8,540	−50	trim
323	IEQ CAPITAL, LLC	$1.1M	8,520	−5,337	trim
324	FRG Family Wealth Advisors LLC	$1.1M	8,505	−545	trim
325	Legato Capital Management LLC	$1.1M	8,504	−3,101	trim
326	Vident Advisory, LLC	$1.1M	8,466	−1,690	trim
327	FULTON BANK, N.A.	$1.1M	8,411	−70	trim
328	Coastline Trust Co	$1.1M	8,410	−240	trim
329	Equitable Holdings, Inc.	$1.1M	8,155	+5,046	add
330	Savant Capital, LLC	$1.0M	8,227	−3,116	trim
331	LEAVELL INVESTMENT MANAGEMENT, INC.	$1.0M	8,145	0	no change
332	JONES FINANCIAL COMPANIES LLLP	$1.0M	8,133	−534	trim
333	Dorsey & Whitney Trust CO LLC	$1.0M	8,038	+24	add
334	WINTON GROUP Ltd	$1.0M	7,959	−627	trim
335	Legacy Bridge, LLC	$1.0M	7,897	−50	trim
336	&PARTNERS	$1.0M	7,889	−68	trim
337	Merit Financial Group, LLC	$1000K	7,855	−260	trim
338	COMMERCE BANK	$976K	7,667	+1,941	add
339	Rafferty Asset Management, LLC	$974K	7,650	−3,001	trim
340	MILLENNIUM MANAGEMENT LLC	$972K	7,638	−109,398	trim
341	M&T BANK CORP	$962K	7,559	−446	trim
342	NORDEA INVESTMENT MANAGEMENT AB	$952K	7,602	+7,602	new
343	Jefferies Financial Group Inc.	$951K	7,470	+7,470	new
344	AE Wealth Management LLC	$947K	7,442	+3,935	add
345	DOVER ADVISORS, LLC	$943K	7,409	+238	add
346	Independent Advisor Alliance	$906K	7,122	−762	trim
347	MIZUHO SECURITIES USA LLC	$904K	7,100	−1,604	trim
348	Ballentine Partners, LLC	$893K	7,017	−167	trim
349	Curi Capital, LLC	$892K	7,008	−3,777	trim
350	Perigon Wealth Management, LLC	$879K	6,903	−2,725	trim
351	ABN AMRO INVESTMENT SOLUTIONS	$878K	6,902	−549	trim
352	TLWM	$866K	6,802	+222	add
353	OFI INVEST ASSET MANAGEMENT	$857K	6,733	+3,621	add
354	HARTFORD INVESTMENT MANAGEMENT CO	$849K	6,672	−234	trim
355	Sequoia Financial Advisors, LLC	$844K	6,633	+97	add
356	Wealthfront Advisers LLC	$827K	6,499	+721	add
357	Meiji Yasuda Life Insurance Co	$826K	6,490	+260	add
358	Rockefeller Capital Management L.P.	$823K	6,463	−2,153	trim
359	Destination Wealth Management	$821K	6,447	+4,355	add
360	Walleye Trading LLC	$819K	6,435	+6,435	new
361	Waycross Investment Management Co	$801K	6,292	−178	trim
362	Ruane, Cunniff & Goldfarb L.P.	$800K	6,288	−199	trim
363	CHICAGO TRUST Co NA	$793K	6,230	+566	add
364	Illinois Municipal Retirement Fund	$789K	6,198	+637	add
365	MONARCH CAPITAL MANAGEMENT INC	$778K	6,109	−115	trim
366	Caldwell Trust Co	$766K	6,018	−6,426	trim
367	Clearstead Advisors, LLC	$762K	5,987	−382	trim
368	PRUDENTIAL PLC	$761K	5,977	0	no change
369	Johnson Financial Group, Inc.	$759K	5,964	+4,425	add
370	MCDONALD PARTNERS LLC	$753K	5,915	0	no change
371	Aspire Capital Advisors LLC	$750K	5,893	+462	add
372	OMERS ADMINISTRATION Corp	$746K	5,862	+1,332	add
373	BOK Financial Private Wealth, Inc.	$746K	5,860	−2,536	trim
374	POWER WEALTH MANAGEMENT LLC	$736K	5,785	−381	trim
375	TOKIO MARINE ASSET MANAGEMENT CO LTD	$736K	5,784	0	no change
376	Maryland State Retirement & Pension System	$733K	5,762	0	no change
377	Heritage Family Offices, LLP	$732K	5,754	−7,914	trim
378	J.W. COLE ADVISORS, INC.	$708K	5,560	−126	trim
379	HB Wealth Management, LLC	$707K	5,554	+54	add
380	Kingsview Wealth Management, LLC	$700K	5,499	+1,320	add
381	HMS Capital Management, LLC	$687K	5,395	−297	trim
382	MOSELEY INVESTMENT MANAGEMENT INC	$686K	5,389	−81	trim
383	Ameritas Advisory Services, LLC	$685K	5,380	+75	add
384	CENTRAL TRUST Co	$673K	5,284	−2,198	trim
385	Hilltop Holdings Inc.	$671K	5,272	−1,761	trim
386	Polymer Capital Management (US) LLC	$665K	5,225	−3,137	trim
387	Waverly Advisors, LLC	$661K	5,192	+168	add
388	Northwest & Ethical Investments L.P.	$657K	5,162	0	no change
389	Brookstone Capital Management	$657K	5,158	−86	trim
390	Lombard Odier Asset Management (Switzerland) SA	$655K	5,147	+5,147	new
391	UMB Bank, n.a.	$653K	5,134	−621	trim
392	SCHRODER INVESTMENT MANAGEMENT GROUP	$644K	5,164	−927	trim
393	BIP Wealth, LLC	$635K	4,992	+682	add
394	Pinnacle Financial Partners, Inc.	$630K	4,948	+90	add
395	EntryPoint Capital, LLC	$617K	4,850	+4,850	new
396	MUFG Securities EMEA plc	$613K	4,815	−91	trim
397	E. Ohman J:or Asset Management AB	$611K	4,800	0	no change
398	BEACON INVESTMENT ADVISORY SERVICES, INC.	$611K	4,799	+783	add
399	Long Road Investment Counsel, LLC	$608K	4,775	+200	add
400	Sepio Capital, LP	$605K	4,751	+220	add
401	Zuckerman Investment Group, LLC	$602K	4,730	0	no change
402	Sterling Capital Management LLC	$599K	4,707	−3,394	trim
403	XTX Topco Ltd	$587K	4,612	−13,598	trim
404	State of Wyoming	$584K	4,587	+1,665	add
405	Engineers Gate Manager LP	$583K	4,580	+2,605	add
406	BRADLEY FOSTER & SARGENT INC/CT	$579K	4,553	−112	trim
407	Concurrent Investment Advisors, LLC	$579K	4,548	−428	trim
408	Soltis Investment Advisors LLC	$573K	4,505	−304	trim
409	D.A. DAVIDSON & CO.	$570K	4,477	+26	add
410	Laird Norton Wetherby Trust Company, LLC	$569K	4,472	−240	trim
411	Pasadena Private Wealth, LLC	$566K	4,447	0	no change
412	iSAM Funds (UK) Ltd	$566K	4,443	+4,443	new
413	Arax Advisory Partners	$557K	4,435	−25	trim
414	Empirical Finance, LLC	$555K	4,362	−12	trim
415	AMERICAN CENTURY COMPANIES INC	$554K	4,355	+4,355	new
416	KESTRA PRIVATE WEALTH SERVICES, LLC	$551K	4,332	+4,332	new
417	ELEVATION POINT WEALTH PARTNERS, LLC	$535K	4,202	+4,202	new
418	MAI Capital Management	$532K	4,176	+205	add
419	TWIN CAPITAL MANAGEMENT INC	$530K	4,167	−130	trim
420	EASTERN BANK	$530K	4,163	−14,874	trim
421	NewEdge Wealth, LLC	$529K	4,153	+2,039	add
422	NOMURA HOLDINGS INC	$513K	4,034	+1,816	add
423	KING LUTHER CAPITAL MANAGEMENT CORP	$508K	3,992	0	no change
424	Gratus Wealth Advisors, LLC	$504K	3,957	−2,236	trim
425	TD Waterhouse Canada Inc.	$499K	3,883	−23,300	trim
426	TEMA ETFS LLC	$495K	3,886	+14	add
427	Holocene Advisors, LP	$492K	3,863	+3,863	new
428	Banque Cantonale Vaudoise	$489K	3,843	+147	add
429	AMG National Trust Bank	$484K	3,800	0	no change
430	PERRYMAN FINANCIAL ADVISORY INC /AD	$480K	3,775	+1	add
431	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$478K	3,757	−62	trim
432	Chesley Taft & Associates LLC	$477K	3,745	0	no change
433	BENJAMIN EDWARDS INC	$472K	3,710	+814	add
434	Vise Technologies, Inc.	$460K	3,470	0	no change
435	Legacy Wealth Partners, LLC	$457K	3,590	0	no change
436	Focus Partners Advisor Solutions, LLC	$444K	3,487	−1,628	trim
437	North Dakota State Investment Board	$443K	3,480	−602	trim
438	Cresset Asset Management, LLC	$443K	3,478	+514	add
439	Boltwood Capital Management	$441K	3,465	0	no change
440	RICE HALL JAMES & ASSOCIATES, LLC	$438K	3,445	−100	trim
441	Krilogy Financial LLC	$437K	3,459	−883	trim
442	First National Advisers, LLC	$436K	3,423	+1,604	add
443	WEALTH ALLIANCE, LLC	$431K	3,383	−17	trim
444	NBT BANK, N.A.	$430K	3,378	+3	add
445	Steward Partners Investment Advisory, LLC	$424K	3,330	+28	add
446	LVW Advisors, LLC	$418K	3,283	−179	trim
447	Klingman & Associates, LLC	$417K	3,279	−122	trim
448	KEYBANK NATIONAL ASSOCIATION/OH	$414K	3,255	+311	add
449	MUFG SECURITIES AMERICAS INC.	$414K	3,250	+30	add
450	BROGAN FINANCIAL, INC.	$402K	3,161	+8	add
451	Ridge Creek Global, Inc	$399K	3,131	0	no change
452	Squarepoint Ops LLC	$397K	3,122	−64	trim
453	SECURIAN ASSET MANAGEMENT, INC	$397K	3,121	−100	trim
454	Mutual Advisors, LLC	$394K	3,096	−25	trim
455	FLPUTNAM INVESTMENT MANAGEMENT CO	$392K	3,076	−320	trim
456	Clarion Wealth Managment Partners, LLC	$391K	3,073	0	no change
457	DAYMARK WEALTH PARTNERS, LLC	$390K	3,066	−215	trim
458	PALISADE CAPITAL MANAGEMENT, LP	$386K	3,033	0	no change
459	MIRABELLA FINANCIAL SERVICES LLP	$385K	3,027	+3,027	new
460	FIRST WILSHIRE SECURITIES MANAGEMENT INC	$385K	3,025	0	no change
461	M. Kulyk & Associates, LLC	$384K	3,019	−17,897	trim
462	Hennion & Walsh Asset Management, Inc.	$382K	3,001	+3,001	new
463	WESTPORT ASSET MANAGEMENT INC	$382K	3,000	0	no change
464	Prossimo Advisors, LLC	$382K	3,000	+3,000	new
465	TWO SIGMA SECURITIES, LLC	$380K	2,986	+2,986	new
466	Mill Creek Capital Advisors, LLC	$375K	2,945	0	no change
467	SUMMIT WEALTH GROUP LLC / CO	$374K	2,939	+1	add
468	Vann Equity Management LLC	$373K	2,930	—	no prior
469	Radnor Capital Management, LLC	$371K	2,914	−100	trim
470	Bank OZK	$366K	2,875	−14,724	trim
471	DAVIS R M INC	$362K	2,842	0	no change
472	FLAGSHIP HARBOR ADVISORS, LLC	$361K	2,838	+2,838	new
473	Altus Wealth Group LLC	$356K	2,800	0	no change
474	Allianz Asset Management GmbH	$355K	2,792	−158	trim
475	PATRICK M SWEENEY & ASSOCIATES, INC	$354K	2,782	+40	add
476	1832 Asset Management L.P.	$352K	2,768	0	no change
477	Magnetar Financial LLC	$350K	2,807	−2,166	trim
478	BOOTHBAY FUND MANAGEMENT, LLC	$346K	2,717	−1,090	trim
479	Quadrature Capital Ltd	$341K	2,683	+2,683	new
480	Aprio Wealth Management, LLC	$338K	2,652	+211	add
481	SOMERVILLE KURT F	$337K	2,650	−116	trim
482	NorthRock Partners, LLC	$336K	2,637	−775	trim
483	GeoWealth Management, LLC	$335K	2,630	+147	add
484	Proficio Capital Partners LLC	$333K	2,620	+3	add
485	1ST SOURCE BANK	$331K	2,600	0	no change
486	B. Metzler seel. Sohn & Co. AG	$331K	2,597	+1,067	add
487	GRANDFIELD & DODD, LLC	$327K	2,573	0	no change
488	Optas, LLC	$327K	2,570	+2,570	new
489	Optimize Financial Inc	$327K	2,567	+2,567	new
490	MGO ONE SEVEN LLC	$326K	2,559	+31	add
491	SOROS FUND MANAGEMENT LLC	$322K	2,526	−10,505	trim
492	Shoker Investment Counsel, Inc.	$321K	2,521	+7	add
493	QUADRANT CAPITAL GROUP LLC	$318K	2,498	+295	add
494	LOUNTZIS ASSET MANAGEMENT, LLC	$312K	2,448	0	no change
495	Procyon Advisors, LLC	$309K	2,431	+198	add
496	INVICTUS PRIVATE WEALTH, LLC	$305K	2,400	+2,400	new
497	COOKSON PEIRCE & CO INC	$305K	2,399	+245	add
498	Acropolis Investment Management, LLC	$305K	2,393	0	no change
499	Cove Private Wealth, LLC	$304K	2,389	+2,389	new
500	Composition Wealth, LLC	$300K	2,360	+2,360	new

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

Congress ↔ notable managers · J

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: 2 Gotham Asset Management, Bridgewater Associates $47.6M held
Trimming: 2 Ruane Cunniff & Goldfarb, Soros Fund Management $1.1M held

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

Merged timeline of congressional filings and notable-manager moves on J
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	add	+146,092 sh
2026-05-15	Bridgewater Associates 13F	new	+98,091 sh
2026-05-15	Ruane Cunniff & Goldfarb 13F	trim	−199 sh
2026-05-15	Soros Fund Management 13F	trim	−10,505 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

8 members of Congress disclosed J — the congressional view ↗