Who holds ticker 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 ↗

MARKETAXESS HLDGS INC · common stock · Q1 2026 · 6 members disclosed MKTX ↗

13F filers reporting this class for the quarter ended 2026-03-31: 333
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $5.2B
holders whose share count rose or who opened the position (new + add), by shares: 172
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 81

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of MKTX ranked by reported value, 1–25 of 422 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$672M	4,075,154	+328,682	ADD
2	PRIMECAP MANAGEMENT CO/CA/	$552M	3,347,125	+171,700	ADD
3	AQR CAPITAL MANAGEMENT LLC	$443M	2,683,745	+125,648	ADD
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$357M	2,163,671	—	NO PRIOR
5	North Reef Capital Management LP	$309M	1,875,000	+265,670	ADD
6	VANGUARD CAPITAL MANAGEMENT LLC	$265M	1,609,259	—	NO PRIOR
7	FMR LLC	$251M	1,519,421	−485,204	TRIM
8	STATE STREET CORP	$211M	1,280,857	+32,543	ADD
9	MILLENNIUM MANAGEMENT LLC	$179M	1,087,188	+785,523	ADD
10	BANK OF MONTREAL /CAN/	$168M	1,020,559	+69,535	ADD
11	GUARDCAP ASSET MANAGEMENT Ltd	$106M	643,370	−510,208	TRIM
12	DIMENSIONAL FUND ADVISORS LP	$95.9M	581,484	+54,503	ADD
13	TWO SIGMA INVESTMENTS, LP	$86.5M	524,024	−9,503	TRIM
14	MORGAN STANLEY	$80.9M	490,537	+65,660	ADD
15	Findlay Park Partners LLP	$79.3M	480,600	−55,800	TRIM
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$55.8M	338,507	+20,121	ADD
17	Walleye Capital LLC	$54.9M	332,723	+164,035	ADD
18	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$48.7M	295,470	+6,728	ADD
19	RDST Capital LLC	$48.7M	295,267	−15,430	TRIM
20	UBS Group AG	$44.9M	272,238	+170,283	ADD
21	BANK OF AMERICA CORP /DE/	$43.5M	263,858	+64,627	ADD
22	Amundi	$42.7M	258,708	+230,087	ADD
23	Point72 Asset Management, L.P.	$41.7M	252,825	+252,825	NEW
24	NORTHERN TRUST CORP	$39.0M	236,350	+2,044	ADD
25	VANGUARD FIDUCIARY TRUST CO	$37.9M	229,427	—	NO PRIOR

Show all 422 holders

13F holders of MKTX ranked by reported value, 26–422 of 422 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	Champlain Investment Partners, LLC	$34.7M	210,076	+106,765	ADD
27	VICTORY CAPITAL MANAGEMENT INC	$33.8M	204,932	+111,262	ADD
28	BNP Paribas Asset Management Holding S.A.	$33.6M	203,425	+12,942	ADD
29	PUBLIC SECTOR PENSION INVESTMENT BOARD	$31.7M	192,230	+63,530	ADD
30	PRINCIPAL FINANCIAL GROUP INC	$30.0M	181,798	+3,725	ADD
31	Connor, Clark & Lunn Investment Management Ltd.	$28.7M	174,059	+3,494	ADD
32	IEQ CAPITAL, LLC	$28.7M	173,891	−15,435	TRIM
33	Janus Henderson Group Ltd.	$27.8M	168,797	+350	ADD
34	RENAISSANCE TECHNOLOGIES LLC	$27.6M	167,100	−8,900	TRIM
35	Sone Capital Management, LLC	$26.4M	159,966	+149,611	ADD
36	Nuveen, LLC	$24.4M	148,081	+13,557	ADD
37	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$24.0M	145,628	+114,934	ADD
38	RAYMOND JAMES FINANCIAL INC	$20.1M	121,635	+8,170	ADD
39	Invesco Ltd.	$19.5M	118,332	+3,713	ADD
40	Davis Asset Management, L.P.	$18.0M	108,846	+108,846	NEW
41	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$17.7M	107,110	−1,318	TRIM
42	Assenagon Asset Management S.A.	$17.3M	104,801	+41,573	ADD
43	Polar Asset Management Partners Inc.	$17.2M	104,174	+87,474	ADD
44	Legal & General Group Plc	$15.0M	90,720	−6,549	TRIM
45	Cerity Partners LLC	$13.9M	84,001	+2,036	ADD
46	CITADEL ADVISORS LLC	$13.6M	82,159	−543,049	TRIM
47	Mariner, LLC	$13.1M	79,144	+19,884	ADD
48	CWM, LLC	$12.2M	73,978	−1,687	TRIM
49	Swiss National Bank	$12.2M	73,700	0	NO CHANGE
50	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$12.0M	72,522	−24,664	TRIM
51	Trexquant Investment LP	$11.6M	70,378	+31,806	ADD
52	Gotham Asset Management, LLC	$9.9M	60,213	+31,491	ADD
53	HEARTLAND ADVISORS INC	$9.6M	58,334	+29,913	ADD
54	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$8.9M	56,172	+9,635	ADD
55	ICICI Prudential Asset Management Co Ltd	$8.1M	49,289	0	NO CHANGE
56	Quantinno Capital Management LP	$7.8M	46,990	+5,761	ADD
57	ALLIANCEBERNSTEIN L.P.	$7.5M	41,259	+20,710	ADD
58	Holocene Advisors, LP	$7.2M	43,799	−171,056	TRIM
59	Schonfeld Strategic Advisors LLC	$7.0M	42,596	−57,639	TRIM
60	FIRST TRUST ADVISORS LP	$6.5M	39,492	−3,463	TRIM
61	WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD	$6.5M	39,461	0	NO CHANGE
62	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$6.4M	38,887	+16,403	ADD
63	DEUTSCHE BANK AG\	$6.2M	37,476	+31,753	ADD
64	STIFEL FINANCIAL CORP	$5.9M	35,697	+2,473	ADD
65	STATE OF WISCONSIN INVESTMENT BOARD	$5.9M	35,472	+2,082	ADD
66	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$5.8M	35,037	−1,004	TRIM
67	VANGUARD ASSET MANAGEMENT, Ltd	$5.5M	33,466	—	NO PRIOR
68	MERCER GLOBAL ADVISORS INC /ADV	$5.3M	31,957	+2,358	ADD
69	Prana Capital Management, LP	$5.2M	31,593	−8,378	TRIM
70	VAN DEN BERG MANAGEMENT I, INC	$5.2M	31,423	+1,024	ADD
71	ROYAL BANK OF CANADA	$5.1M	30,923	+616	ADD
72	SEI INVESTMENTS CO	$5.0M	30,231	+16,047	ADD
73	ALPS ADVISORS INC	$4.8M	28,895	+28,895	NEW
74	Taylor Hoffman Capital Management LLC	$4.8M	28,863	+5,280	ADD
75	Robertson Opportunity Capital, LLC	$4.8M	28,830	0	NO CHANGE
76	Universal- Beteiligungs- und Servicegesellschaft mbH	$4.5M	27,410	+22,570	ADD
77	Interval Partners, LP	$4.4M	26,478	−49,945	TRIM
78	READYSTATE ASSET MANAGEMENT LP	$4.1M	24,935	+1,562	ADD
79	BANK OF NOVA SCOTIA	$4.1M	24,612	+11,429	ADD
80	ExodusPoint Capital Management, LP	$4.0M	23,975	+23,975	NEW
81	Creative Planning	$3.8M	23,074	+7,813	ADD
82	CANADA PENSION PLAN INVESTMENT BOARD	$3.8M	22,800	−27,800	TRIM
83	CITIGROUP INC	$3.5M	21,390	−10,006	TRIM
84	HSBC HOLDINGS PLC	$3.5M	21,009	+15,321	ADD
85	Lombard Odier Asset Management (Europe) Ltd	$3.5M	20,930	−2,570	TRIM
86	Illinois Municipal Retirement Fund	$3.4M	20,313	+1,372	ADD
87	Walleye Trading LLC	$3.1M	19,070	+19,070	NEW
88	GUARDIAN CAPITAL LP	$3.0M	18,300	−5,400	TRIM
89	WINTON GROUP Ltd	$3.0M	18,018	−18,346	TRIM
90	FRANKLIN RESOURCES INC	$2.9M	17,603	+6,797	ADD
91	Cinctive Capital Management LP	$2.9M	17,582	−5,271	TRIM
92	CenterBook Partners LP	$2.8M	16,706	+16,706	NEW
93	AMERICAN CENTURY COMPANIES INC	$2.7M	16,192	+1,111	ADD
94	Squarepoint Ops LLC	$2.6M	15,858	−55,800	TRIM
95	ENVESTNET ASSET MANAGEMENT INC	$2.5M	15,286	+12,839	ADD
96	Focus Partners Wealth	$2.5M	15,054	+908	ADD
97	Vanguard Global Advisers, LLC	$2.5M	14,948	—	NO PRIOR
98	Elo Mutual Pension Insurance Co	$2.4M	14,686	+14,686	NEW
99	Tidal Investments LLC	$2.4M	14,642	−1,263	TRIM
100	Zurcher Kantonalbank (Zurich Cantonalbank)	$2.3M	14,105	+14,105	NEW
101	Sanctuary Advisors, LLC	$2.3M	14,015	−116	TRIM
102	BARCLAYS PLC	$2.3M	13,847	−14,055	TRIM
103	Man Group plc	$2.3M	13,738	−15,635	TRIM
104	Merit Financial Group, LLC	$2.3M	13,710	+336	ADD
105	EXCHANGE TRADED CONCEPTS, LLC	$2.2M	13,032	+453	ADD
106	State of New Jersey Common Pension Fund D	$2.1M	12,841	−342	TRIM
107	JANE STREET GROUP, LLC	$2.1M	12,740	+348	ADD
108	Focus Partners Advisor Solutions, LLC	$2.0M	11,908	−1,174	TRIM
109	Pallas Capital Advisors LLC	$1.8M	11,133	−2,491	TRIM
110	Alpha Omega Wealth Management LLC	$1.8M	10,895	+3,580	ADD
111	Arizona State Retirement System	$1.7M	10,210	−132	TRIM
112	FIFTH THIRD BANCORP	$1.7M	10,140	+7,894	ADD
113	XTX Topco Ltd	$1.6M	9,828	−4,404	TRIM
114	Vanguard Investments Australia, Ltd.	$1.6M	9,410	—	NO PRIOR
115	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$1.5M	9,192	−11	TRIM
116	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$1.4M	8,499	+8,499	NEW
117	Summit Trail Advisors, LLC	$1.4M	8,402	+2,568	ADD
118	Krilogy Financial LLC	$1.4M	7,884	+77	ADD
119	Jefferies Financial Group Inc.	$1.4M	8,190	+3,432	ADD
120	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$1.3M	8,050	−65	TRIM
121	Baird Financial Group, Inc.	$1.3M	7,753	+7,753	NEW
122	Weiss Asset Management LP	$1.2M	7,490	+7,490	NEW
123	Oak Thistle LLC	$1.2M	7,370	−2,522	TRIM
124	Maryland State Retirement & Pension System	$1.2M	7,147	−34	TRIM
125	Empowered Funds, LLC	$1.1M	6,474	+5,218	ADD
126	Bull Harbor Capital LLC	$1.1M	6,378	—	NO PRIOR
127	Dynamic Technology Lab Private Ltd	$1.0M	6,363	+6,363	NEW
128	VOYA INVESTMENT MANAGEMENT LLC	$964K	5,844	+968	ADD
129	HighTower Advisors, LLC	$963K	5,836	+2,929	ADD
130	Parvin Asset Management, LLC	$952K	5,770	−4	TRIM
131	EVOLVE PRIVATE WEALTH, LLC	$940K	5,700	−2,038	TRIM
132	Diversified Trust Co	$933K	5,655	+3,278	ADD
133	Pictet Asset Management Holding SA	$926K	5,610	+290	ADD
134	Bridgewater Associates, LP	$925K	5,608	−7,653	TRIM
135	OSAIC HOLDINGS, INC.	$880K	5,330	+1,888	ADD
136	AXQ CAPITAL, LP	$856K	5,190	+2,377	ADD
137	Sivia Capital Partners, LLC	$854K	5,178	+1,297	ADD
138	Ensign Peak Advisors, Inc	$852K	5,167	−11,495	TRIM
139	Alyeska Investment Group, L.P.	$832K	5,042	+5,042	NEW
140	WELLS FARGO & COMPANY/MN	$813K	4,927	−368	TRIM
141	Engineers Gate Manager LP	$803K	4,865	+4,865	NEW
142	Curi Capital, LLC	$782K	4,740	+1,750	ADD
143	NorthCrest Asset Manangement, LLC	$761K	4,437	−2,130	TRIM
144	NORDEA INVESTMENT MANAGEMENT AB	$749K	4,542	−919	TRIM
145	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$733K	4,445	+990	ADD
146	Hennion & Walsh Asset Management, Inc.	$721K	4,368	+119	ADD
147	PDT Partners, LLC	$706K	4,280	0	NO CHANGE
148	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$702K	4,254	+5	ADD
149	LPL Financial LLC	$702K	4,253	+379	ADD
150	BALYASNY ASSET MANAGEMENT L.P.	$690K	4,185	−28,510	TRIM
151	DRW Securities, LLC	$676K	4,098	+4,098	NEW
152	Northwest & Ethical Investments L.P.	$666K	4,036	−1,700	TRIM
153	CIBC WORLD MARKET INC.	$659K	3,992	−6,261	TRIM
154	JACOBS LEVY EQUITY MANAGEMENT, INC	$645K	3,908	+594	ADD
155	Chicago Partners Investment Group LLC	$635K	3,905	+14	ADD
156	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$596K	3,614	+3,614	NEW
157	Vanguard Personalized Indexing Management, LLC	$593K	3,595	−391	TRIM
158	TD Waterhouse Canada Inc.	$589K	3,567	+3,567	NEW
159	TD ASSET MANAGEMENT INC	$588K	3,567	−621	TRIM
160	Lido Advisors, LLC	$586K	3,551	+493	ADD
161	Blueshift Asset Management, LLC	$571K	3,464	+3,464	NEW
162	Larson Financial Group LLC	$563K	3,410	+366	ADD
163	Waverly Advisors, LLC	$555K	3,366	+466	ADD
164	D. E. Shaw & Co., Inc.	$547K	3,314	−32,785	TRIM
165	CIBC Bancorp USA Inc.	$546K	3,310	—	NO PRIOR
166	Parcion Private Wealth LLC	$537K	3,252	−78	TRIM
167	New Age Alpha Advisors, LLC	$535K	3,244	−71	TRIM
168	HB Wealth Management, LLC	$532K	3,222	+658	ADD
169	Vident Advisory, LLC	$528K	3,202	−15,782	TRIM
170	Inspire Advisors, LLC	$504K	3,057	+67	ADD
171	Y-Intercept (Hong Kong) Ltd	$504K	3,054	−2,106	TRIM
172	&PARTNERS	$495K	3,002	−205	TRIM
173	US BANCORP \DE\	$490K	2,968	−618	TRIM
174	waypoint wealth counsel	$487K	2,954	+414	ADD
175	WADDELL & ASSOCIATES, LLC	$483K	2,926	+154	ADD
176	JACKSON THORNTON WEALTH MANAGEMENT, LLC	$479K	2,785	−545	TRIM
177	JOURNEY STRATEGIC WEALTH LLC	$464K	2,815	+1,276	ADD
178	Vestmark Advisory Solutions, Inc.	$458K	2,775	+2,775	NEW
179	XPONANCE LLC	$457K	2,769	+838	ADD
180	KEYBANK NATIONAL ASSOCIATION/OH	$454K	2,751	−490	TRIM
181	Qsemble Capital Management, LP	$442K	2,679	−179	TRIM
182	Federation des caisses Desjardins du Quebec	$439K	2,660	−1,847	TRIM
183	ASSETMARK, INC	$438K	2,655	+246	ADD
184	EVOKE WEALTH, LLC	$434K	2,628	+282	ADD
185	FOX RUN MANAGEMENT, L.L.C.	$432K	2,620	−1,196	TRIM
186	CITIZENS FINANCIAL GROUP INC/RI	$428K	2,592	+153	ADD
187	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$425K	2,574	+666	ADD
188	denkapparat Operations GmbH	$425K	2,574	0	NO CHANGE
189	Optimize Financial Inc	$422K	2,559	+2,559	NEW
190	AVIVA PLC	$412K	2,500	−381	TRIM
191	Allworth Financial LP	$411K	2,494	+795	ADD
192	Caerus Investment Advisors, LLC	$400K	2,424	−1,839	TRIM
193	Clearstead Advisors, LLC	$385K	2,332	−50	TRIM
194	Arax Advisory Partners	$379K	2,298	+2,286	ADD
195	PEAK6 LLC	$378K	2,290	+2,290	NEW
196	Rothschild Wealth LLC	$378K	2,290	+14	ADD
197	Corient Private Wealth LLC	$377K	2,392	−712	TRIM
198	TWO SIGMA SECURITIES, LLC	$373K	2,260	−3,193	TRIM
199	CIBC Asset Management Inc	$369K	2,238	−45	TRIM
200	Swiss Life Asset Management Ltd	$353K	2,142	+421	ADD
201	Allegiance Financial Group Advisory Services LLC	$349K	2,113	+295	ADD
202	HORIZON KINETICS ASSET MANAGEMENT LLC	$347K	2,102	+152	ADD
203	NewEdge Advisors, LLC	$345K	2,091	−435	TRIM
204	PINNACLE ASSOCIATES LTD	$335K	2,032	+287	ADD
205	NWAM LLC	$327K	1,984	+1,984	NEW
206	KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	$327K	1,981	—	NO PRIOR
207	EARNED WEALTH ADVISORS, LLC	$326K	1,976	−79	TRIM
208	RMR Wealth Builders	$323K	1,957	−1	TRIM
209	Machina Capital S.A.S.	$322K	1,949	+300	ADD
210	Knollwood Investment Advisory, LLC	$319K	1,934	0	NO CHANGE
211	Utah Retirement Systems	$318K	1,927	0	NO CHANGE
212	Linden Thomas Advisory Services, LLC	$317K	1,924	+1,924	NEW
213	SYM FINANCIAL Corp	$309K	1,874	−275	TRIM
214	Pathstone Holdings, LLC	$301K	1,826	+69	ADD
215	Kera Capital Partners, Inc.	$291K	1,761	0	NO CHANGE
216	Ariadne Wealth Management, LP	$288K	1,747	0	NO CHANGE
217	GenTrust, LLC	$288K	1,744	+134	ADD
218	Crossmark Global Holdings, Inc.	$283K	1,715	—	NO PRIOR
219	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$282K	1,711	+1,711	NEW
220	NOMURA HOLDINGS INC	$265K	1,607	+44	ADD
221	Dundas Partners LLP	$265K	1,604	−298	TRIM
222	Morningstar Investment Management LLC	$264K	1,602	−21,405	TRIM
223	R Squared Ltd	$262K	1,590	+1,590	NEW
224	Argos Wealth Advisors, LLC	$258K	1,561	+162	ADD
225	Aquatic Capital Management LLC	$249K	1,508	−19,755	TRIM
226	Abundance Wealth Counselors	$247K	1,498	+1,498	NEW
227	TEACHER RETIREMENT SYSTEM OF TEXAS	$241K	1,460	−34,680	TRIM
228	Brooklyn Investment Group	$239K	1,448	+325	ADD
229	Fieldview Capital Management, LLC	$233K	1,410	−775	TRIM
230	Vise Technologies, Inc.	$232K	1,282	0	NO CHANGE
231	Guardian Partners Inc.	$232K	1,401	−99	TRIM
232	Wick Capital Partners, LLC	$232K	1,404	+234	ADD
233	QTR Family Wealth, LLC	$231K	1,349	−23	TRIM
234	OMERS ADMINISTRATION Corp	$229K	1,390	0	NO CHANGE
235	Odyssean, LLC	$228K	1,381	−2,776	TRIM
236	GLOBEFLEX CAPITAL L P	$226K	1,371	−277	TRIM
237	Empirical Finance, LLC	$214K	1,296	−17	TRIM
238	Tower Research Capital LLC (TRC)	$211K	1,281	−330	TRIM
239	Retirement Planning Co of New England, Inc.	$206K	1,248	−29	TRIM
240	SHELTON CAPITAL MANAGEMENT	$205K	1,244	0	NO CHANGE
241	BARD ASSOCIATES INC	$191K	1,159	+1,033	ADD
242	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$135K	819	+323	ADD
243	Pinnacle Wealth Planning Services, Inc.	$122K	737	−134	TRIM
244	Caitong International Asset Management Co., Ltd	$112K	679	+172	ADD
245	True Wealth Design, LLC	$103K	623	−64	TRIM
246	Eurizon Capital SGR S.p.A.	$96.0K	580	0	NO CHANGE
247	MAI Capital Management	$73.1K	443	+380	ADD
248	Salomon & Ludwin, LLC	$71.5K	417	+156	ADD
249	Destiny Wealth Partners, LLC	$59.7K	362	+362	NEW
250	WESTPAC BANKING CORP	$56.3K	341	+341	NEW
251	FEDERATED HERMES, INC.	$46.0K	279	+2	ADD
252	Asset Management One Co., Ltd.	$44.4K	269	−198	TRIM
253	Quarry LP	$43.4K	263	−217	TRIM
254	NOMURA ASSET MANAGEMENT CO LTD	$42.9K	260	+162	ADD
255	Generali Asset Management SPA SGR	$35.3K	214	0	NO CHANGE
256	Steward Partners Investment Advisory, LLC	$34.9K	211	+50	ADD
257	UMB Bank, n.a.	$34.8K	211	−5	TRIM
258	Bayforest Capital Ltd	$33.8K	205	−132	TRIM
259	SJS Investment Consulting Inc.	$33.0K	200	+23	ADD
260	CVA Family Office, LLC	$22.6K	137	+24	ADD
261	HRT FINANCIAL LP	$22.6K	136,952	−77,149	TRIM
262	Aster Capital Management (DIFC) Ltd	$22.5K	104	−1,163	TRIM
263	Bank Julius Baer & Co. Ltd, Zurich	$20.7K	125	0	NO CHANGE
264	QUADRANT CAPITAL GROUP LLC	$20.6K	125	−7	TRIM
265	Smartleaf Asset Management LLC	$19.3K	117	+17	ADD
266	Community Financial Services Group, LLC	$19.0K	115	+115	NEW
267	Activest Wealth Management	$18.6K	113	−43	TRIM
268	HM PAYSON & CO	$18.1K	110	0	NO CHANGE
269	SIGNATUREFD, LLC	$16.8K	102	−14	TRIM
270	Rockefeller Capital Management L.P.	$16.6K	100	+12	ADD
271	Owl Creek Wealth Partners LLC	$15.7K	95	—	NO PRIOR
272	CNB Bank	$15.2K	92	0	NO CHANGE
273	MATHER GROUP, LLC.	$9.9K	60	+60	NEW
274	Mitsubishi UFJ Asset Management Co., Ltd.	$9.2K	56	0	NO CHANGE
275	Global X Japan Co., Ltd.	$8.6K	52	+52	NEW
276	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$8.4K	51	0	NO CHANGE
277	MCF Advisors LLC	$8.2K	50	—	NO PRIOR
278	Clearstead Trust, LLC	$7.9K	48	−47	TRIM
279	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$7.3K	44	0	NO CHANGE
280	Parkside Financial Bank & Trust	$7.1K	43	+12	ADD
281	STOREBRAND ASSET MANAGEMENT AS	$7.1K	43	—	NO PRIOR
282	Leonteq Securities AG	$6.4K	39	−28	TRIM
283	JPL Wealth Management, LLC	$5.9K	36	+36	NEW
284	Manchester Capital Management LLC	$5.8K	35	+26	ADD
285	CANADA LIFE ASSURANCE Co	$5.6K	33,909	−1,132	TRIM
286	Bangor Savings Bank	$5.3K	32	−107	TRIM
287	THRIVENT FINANCIAL FOR LUTHERANS	$5.1K	31,141	−732	TRIM
288	C M BIDWELL & ASSOCIATES LTD	$4.8K	29	0	NO CHANGE
289	Keating Financial Advisory Services, Inc.	$4.1K	25	+8	ADD
290	Stone House Investment Management, LLC	$3.8K	23	+23	NEW
291	First Eagle Investment Management, LLC	$3.6K	22	0	NO CHANGE
292	Investors Research Corp	$3.6K	22	0	NO CHANGE
293	Hunter Perkins Capital Management, LLC	$3.3K	19,992	+2,790	ADD
294	ALGERT GLOBAL LLC	$3.2K	19,440	−39,870	TRIM
295	State of Alaska, Department of Revenue	$3.0K	18,394	−529	TRIM
296	Treasurer of the State of North Carolina	$2.6K	15,606	+337	ADD
297	Transamerica Financial Advisors, LLC	$2.3K	14	+5	ADD
298	SALEM INVESTMENT COUNSELORS INC	$2.3K	14	+14	NEW
299	JFS WEALTH ADVISORS, LLC	$2.1K	13	+7	ADD
300	Dogwood Wealth Management LLC	$2.1K	13	+2	ADD
301	MTM Investment Management, LLC	$2.0K	12	0	NO CHANGE
302	MV CAPITAL MANAGEMENT, INC.	$1.8K	11	−4	TRIM
303	NATIXIS ADVISORS, LLC	$1.8K	10,880	+10,880	NEW
304	SouthState Bank Corp	$1.5K	9	0	NO CHANGE
305	Marquette Asset Management, LLC	$1.5K	9	0	NO CHANGE
306	FINANCIAL CONSULATE, INC	$1.5K	9	0	NO CHANGE
307	CENTRAL TRUST Co	$1.2K	7	0	NO CHANGE
308	Cromwell Holdings LLC	$990	6	0	NO CHANGE
309	Ankerstar Wealth, LLC	$990	6	0	NO CHANGE
310	Kilter Group LLC	$990	6	+6	NEW
311	DekaBank Deutsche Girozentrale	$854	5,080	0	NO CHANGE
312	ELEVATION WEALTH PARTNERS, LLC	$825	5	+3	ADD
313	DiNuzzo Private Wealth, Inc.	$825	5	+3	ADD
314	GILPIN WEALTH MANAGEMENT, LLC	$825	5	+2	ADD
315	Virtu Financial LLC	$782	4,742	+4,742	NEW
316	Vermillion Wealth Management, Inc.	$495	3	+3	NEW
317	Bell Investment Advisors, Inc	$495	3	0	NO CHANGE
318	Sachetta, LLC	$495	3	0	NO CHANGE
319	AMICA MUTUAL INSURANCE CO	$455	2,758	+406	ADD
320	X-Square Capital, LLC	$360	2,185	+158	ADD
321	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	$330	2	−4	TRIM
322	Atlantic Union Bankshares Corp	$330	2	+2	NEW
323	Prestige Wealth Management Group LLC	$330	2	+2	NEW
324	Rialto Wealth Management, LLC	$330	2	0	NO CHANGE
325	HFM Investment Advisors, LLC	$330	2	0	NO CHANGE
326	GSA CAPITAL PARTNERS LLP	$300	1,821	−3,316	TRIM
327	KBC Group NV	$197	1,194	0	NO CHANGE
328	Abound Wealth Management	$165	1	−1	TRIM
329	Annis Gardner Whiting Capital Advisors, LLC	$165	1	0	NO CHANGE
330	South Dakota Investment Council	$140	850	0	NO CHANGE
331	Employees Retirement System of Texas	$51	311	0	NO CHANGE
332	Smithfield Trust Co	$5	28	0	NO CHANGE
333	Avion Wealth	$0	6	0	NO CHANGE
334	VANGUARD GROUP INC	—	—	—	n/c
335	COMERICA BANK	—	—	—	n/c
336	ROVIN CAPITAL /UT/ /ADV	—	—	—	n/c
337	CIBC Private Wealth Group LLC	—	—	—	n/c
338	Global Retirement Partners, LLC	—	—	—	n/c
339	TUCKER ASSET MANAGEMENT LLC	—	—	—	n/c
340	SageView Advisory Group, LLC	—	—	—	n/c
341	QSV Equity Investors LLC	—	—	—	n/c
342	TRUIST FINANCIAL CORP	—	—	−1,143	EXIT
343	COMMONWEALTH EQUITY SERVICES, LLC	—	—	−1,108	EXIT
344	BENEDICT FINANCIAL ADVISORS INC	—	—	−1,671	EXIT
345	HARBOUR INVESTMENTS, INC.	—	—	−1	EXIT
346	PDS Planning, Inc	—	—	−1,128	EXIT
347	PANAGORA ASSET MANAGEMENT INC	—	—	−3,430	EXIT
348	GROUP ONE TRADING LLC	—	—	−298	EXIT
349	GROUPAMA ASSET MANAGMENT	—	—	−1,995	EXIT
350	D.A. DAVIDSON & CO.	—	—	−20,234	EXIT
351	INTECH INVESTMENT MANAGEMENT LLC	—	—	−6,019	EXIT
352	CSS LLC/IL	—	—	−1,120	EXIT
353	PROFUND ADVISORS LLC	—	—	−2,266	EXIT
354	PRUDENTIAL FINANCIAL INC	—	—	−34,363	EXIT
355	LAZARD ASSET MANAGEMENT LLC	—	—	−11,460	EXIT
356	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	—	—	−29,307	EXIT
357	Graham Capital Management, L.P.	—	—	−1,475	EXIT
358	Essex Financial Services, Inc.	—	—	−1,247	EXIT
359	NORGES BANK	—	—	−503,855	EXIT
360	Hudson Bay Capital Management LP	—	—	−13,054	EXIT
361	MACQUARIE GROUP LTD	—	—	−10	EXIT
362	Robeco Institutional Asset Management B.V.	—	—	−25,000	EXIT
363	CAPSTONE INVESTMENT ADVISORS, LLC	—	—	−4,182	EXIT
364	SUSQUEHANNA INTERNATIONAL GROUP, LLP	—	—	−33,473	EXIT
365	Verition Fund Management LLC	—	—	−9,341	EXIT
366	TWO SIGMA ADVISERS, LP	—	—	−171,600	EXIT
367	TCTC Holdings, LLC	—	—	−26	EXIT
368	SIMPLEX TRADING, LLC	—	—	−259	EXIT
369	Brevan Howard Capital Management LP	—	—	−4,288	EXIT
370	AIA Group Ltd	—	—	−4,573	EXIT
371	Twin Tree Management, LP	—	—	−1,227	EXIT
372	BANQUE PICTET & CIE SA	—	—	−1,820	EXIT
373	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	—	—	−1,594	EXIT
374	PICTON MAHONEY ASSET MANAGEMENT	—	—	−32,396	EXIT
375	EP Wealth Advisors, LLC	—	—	−1,468	EXIT
376	BOOTHBAY FUND MANAGEMENT, LLC	—	—	−1,724	EXIT
377	VOLORIDGE INVESTMENT MANAGEMENT, LLC	—	—	−80,135	EXIT
378	BW Gestao de Investimentos Ltda.	—	—	−49,500	EXIT
379	Sather Financial Group Inc	—	—	−1,129	EXIT
380	Gator Capital Management, LLC	—	—	−11,119	EXIT
381	Perigon Wealth Management, LLC	—	—	−2,100	EXIT
382	MYDA Advisors LLC	—	—	−3,000	EXIT
383	Formidable Asset Management, LLC	—	—	−2,963	EXIT
384	MUFG Securities EMEA plc	—	—	−7,530	EXIT
385	FJ Capital Management LLC	—	—	−20,252	EXIT
386	Sequoia Financial Advisors, LLC	—	—	−1,877	EXIT
387	Lighthouse Investment Partners, LLC	—	—	−2,835	EXIT
388	Credit Capital Investments LLC	—	—	−1,200	EXIT
389	Roble, Belko & Company, Inc	—	—	−55	EXIT
390	Quadrature Capital Ltd	—	—	−39,174	EXIT
391	Cetera Investment Advisers	—	—	−1,127	EXIT
392	CHOREO, LLC	—	—	−1,135	EXIT
393	NORTHWEST WEALTH MANAGEMENT, LLC	—	—	−1,350	EXIT
394	Bridgefront Capital, LLC	—	—	−12,659	EXIT
395	Claret Asset Management Corp	—	—	−1,116	EXIT
396	West Branch Capital LLC	—	—	−34	EXIT
397	AIGEN INVESTMENT MANAGEMENT, LP	—	—	−1,564	EXIT
398	Geneos Wealth Management Inc.	—	—	−25	EXIT
399	SAGE RHINO CAPITAL LLC	—	—	−1,194	EXIT
400	Physician Wealth Advisors, Inc.	—	—	−6	EXIT
401	NIA IMPACT ADVISORS, LLC	—	—	−2,665	EXIT
402	State of Wyoming	—	—	−421	EXIT
403	Blue Trust, Inc.	—	—	−181	EXIT
404	Spire Wealth Management	—	—	−6	EXIT
405	NFJ INVESTMENT GROUP, LLC	—	—	−106	EXIT
406	AlphaQuest LLC	—	—	−1,098	EXIT
407	Stiles Financial Services Inc	—	—	−6,975	EXIT
408	Cape Investment Advisory, Inc.	—	—	−8	EXIT
409	Dunhill Financial, LLC	—	—	−2	EXIT
410	LECAP ASSET MANAGEMENT LTD	—	—	−10,596	EXIT
411	Savvy Advisors, Inc.	—	—	−1,389	EXIT
412	Scientech Research LLC	—	—	−1,473	EXIT
413	Wealth Watch Advisors, INC	—	—	−3	EXIT
414	Kaufman Rossin Wealth, LLC	—	—	−2,074	EXIT
415	SummitTX Capital, L.P.	—	—	−13,612	EXIT
416	POINCIANA ADVISORS GROUP, LLC	—	—	−1,206	EXIT
417	Rakuten Investment Management, Inc.	—	—	−150	EXIT
418	North Dakota State Investment Board	—	—	−1,298	EXIT
419	OPTIMA CAPITAL LLC	—	—	−6	EXIT
420	Dockside LLC	—	—	−7,619	EXIT
421	Fideuram Asset Management (Ireland) dac	—	—	−33	EXIT
422	Purpose Unlimited Inc.	—	—	−4,054	EXIT

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

Congress ↔ notable managers · MKTX

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $9.9M held
Trimming: 1 Bridgewater Associates $925K held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · MARKETAXESS HLDGS INC

Merged timeline of congressional filings and notable-manager moves on MKTX
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	ADD	+31,491 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−7,653 sh

2 newest, by filing date · 13F rows are quarter-end snapshots, not trades

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.