Who holds MKTXticker 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 · COM · quarter ended 2026-03-31 · 6 members disclosed MKTX ↗

333

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

$5.2B

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

172

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 MKTX ranked by reported value
#	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
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	TRUIST FINANCIAL CORP	—	—	−1,143	exit
335	VANGUARD GROUP INC	—	—	−3,839,889	exit
336	COMMONWEALTH EQUITY SERVICES, LLC	—	—	−1,108	exit
337	BENEDICT FINANCIAL ADVISORS INC	—	—	−1,671	exit
338	HARBOUR INVESTMENTS, INC.	—	—	−1	exit
339	PDS Planning, Inc	—	—	−1,128	exit
340	PANAGORA ASSET MANAGEMENT INC	—	—	−3,430	exit
341	COMERICA BANK	—	—	−8,072	exit
342	GROUP ONE TRADING LLC	—	—	−298	exit
343	GROUPAMA ASSET MANAGMENT	—	—	−1,995	exit
344	ROVIN CAPITAL /UT/ /ADV	—	—	−2,424	exit
345	D.A. DAVIDSON & CO.	—	—	−20,234	exit
346	INTECH INVESTMENT MANAGEMENT LLC	—	—	−6,019	exit
347	CSS LLC/IL	—	—	−1,120	exit
348	PROFUND ADVISORS LLC	—	—	−2,266	exit
349	PRUDENTIAL FINANCIAL INC	—	—	−34,363	exit
350	LAZARD ASSET MANAGEMENT LLC	—	—	−11,460	exit
351	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	—	—	−29,307	exit
352	CIBC Private Wealth Group LLC	—	—	−3,515	exit
353	Graham Capital Management, L.P.	—	—	−1,475	exit
354	Essex Financial Services, Inc.	—	—	−1,247	exit
355	NORGES BANK	—	—	−503,855	exit
356	Hudson Bay Capital Management LP	—	—	−13,054	exit
357	MACQUARIE GROUP LTD	—	—	−10	exit
358	Robeco Institutional Asset Management B.V.	—	—	−25,000	exit
359	CAPSTONE INVESTMENT ADVISORS, LLC	—	—	−4,182	exit
360	SUSQUEHANNA INTERNATIONAL GROUP, LLP	—	—	−33,473	exit
361	Verition Fund Management LLC	—	—	−9,341	exit
362	TWO SIGMA ADVISERS, LP	—	—	−171,600	exit
363	TCTC Holdings, LLC	—	—	−26	exit
364	SIMPLEX TRADING, LLC	—	—	−259	exit
365	Brevan Howard Capital Management LP	—	—	−4,288	exit
366	AIA Group Ltd	—	—	−4,573	exit
367	Twin Tree Management, LP	—	—	−1,227	exit
368	BANQUE PICTET & CIE SA	—	—	−1,820	exit
369	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	—	—	−1,594	exit
370	PICTON MAHONEY ASSET MANAGEMENT	—	—	−32,396	exit
371	EP Wealth Advisors, LLC	—	—	−1,468	exit
372	BOOTHBAY FUND MANAGEMENT, LLC	—	—	−1,724	exit
373	VOLORIDGE INVESTMENT MANAGEMENT, LLC	—	—	−80,135	exit
374	BW Gestao de Investimentos Ltda.	—	—	−49,500	exit
375	Sather Financial Group Inc	—	—	−1,129	exit
376	Gator Capital Management, LLC	—	—	−11,119	exit
377	Perigon Wealth Management, LLC	—	—	−2,100	exit
378	MYDA Advisors LLC	—	—	−3,000	exit
379	Formidable Asset Management, LLC	—	—	−2,963	exit
380	MUFG Securities EMEA plc	—	—	−7,530	exit
381	FJ Capital Management LLC	—	—	−20,252	exit
382	Sequoia Financial Advisors, LLC	—	—	−1,877	exit
383	Lighthouse Investment Partners, LLC	—	—	−2,835	exit
384	Credit Capital Investments LLC	—	—	−1,200	exit
385	Roble, Belko & Company, Inc	—	—	−55	exit
386	Quadrature Capital Ltd	—	—	−39,174	exit
387	Cetera Investment Advisers	—	—	−1,127	exit
388	CHOREO, LLC	—	—	−1,135	exit
389	NORTHWEST WEALTH MANAGEMENT, LLC	—	—	−1,350	exit
390	Bridgefront Capital, LLC	—	—	−12,659	exit
391	Claret Asset Management Corp	—	—	−1,116	exit
392	West Branch Capital LLC	—	—	−34	exit
393	AIGEN INVESTMENT MANAGEMENT, LP	—	—	−1,564	exit
394	Global Retirement Partners, LLC	—	—	−32	exit
395	Geneos Wealth Management Inc.	—	—	−25	exit
396	SAGE RHINO CAPITAL LLC	—	—	−1,194	exit
397	Physician Wealth Advisors, Inc.	—	—	−6	exit
398	NIA IMPACT ADVISORS, LLC	—	—	−2,665	exit
399	State of Wyoming	—	—	−421	exit
400	Blue Trust, Inc.	—	—	−181	exit
401	Spire Wealth Management	—	—	−6	exit
402	NFJ INVESTMENT GROUP, LLC	—	—	−106	exit
403	TUCKER ASSET MANAGEMENT LLC	—	—	−11	exit
404	AlphaQuest LLC	—	—	−1,098	exit
405	Stiles Financial Services Inc	—	—	−6,975	exit
406	SageView Advisory Group, LLC	—	—	−44	exit
407	Cape Investment Advisory, Inc.	—	—	−8	exit
408	Dunhill Financial, LLC	—	—	−2	exit
409	LECAP ASSET MANAGEMENT LTD	—	—	−10,596	exit
410	Savvy Advisors, Inc.	—	—	−1,389	exit
411	QSV Equity Investors LLC	—	—	−6,753	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

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

Congress ↔ notable managers · MKTX

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

new + add vs trim + exit, by shares · $ = 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 rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

6 members of Congress disclosed MKTX — the congressional view ↗