Who holds NDAQticker 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 ↗

NASDAQ INC · COM · quarter ended 2026-03-31 · 9 members disclosed NDAQ ↗

867

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

$37.0B

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

424

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

134

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 NDAQ ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	INVESTOR AB	$4.9B	58,382,426	+200,000	add
2	BlackRock, Inc.	$3.2B	38,169,782	−1,334,033	trim
3	WELLINGTON MANAGEMENT GROUP LLP	$3.1B	36,278,978	−1,380,846	trim
4	VANGUARD CAPITAL MANAGEMENT LLC	$2.7B	31,237,808	—	no prior
5	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$2.5B	29,060,439	+1,432,672	add
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.2B	26,103,691	—	no prior
7	STATE STREET CORP	$1.7B	19,714,705	−163,895	trim
8	GEODE CAPITAL MANAGEMENT, LLC	$1.1B	12,977,158	+125,264	add
9	MORGAN STANLEY	$871M	10,255,504	+988,942	add
10	FRANKLIN RESOURCES INC	$779M	9,174,148	−1,415,531	trim
11	HARRIS ASSOCIATES L P	$680M	8,010,183	−611,506	trim
12	BANK OF AMERICA CORP /DE/	$666M	7,843,674	−847,754	trim
13	UBS Group AG	$593M	6,988,369	+3,138,962	add
14	Nuveen, LLC	$498M	5,865,595	−207,676	trim
15	Select Equity Group, L.P.	$472M	5,563,126	+1,810,369	add
16	AMERIPRISE FINANCIAL INC	$455M	5,331,861	−330,176	trim
17	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$385M	4,535,340	−127,336	trim
18	Invesco Ltd.	$380M	4,482,078	−887,186	trim
19	NORTHERN TRUST CORP	$361M	4,251,415	−18,503	trim
20	FMR LLC	$349M	4,109,470	+815,359	add
21	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$315M	3,706,987	+8,449	add
22	Mariner, LLC	$252M	2,971,912	+95,985	add
23	Amundi	$247M	2,910,390	+476,913	add
24	Legal & General Group Plc	$245M	2,888,605	+33,370	add
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$239M	2,812,897	+84,941	add
26	DIMENSIONAL FUND ADVISORS LP	$227M	2,671,609	+46,561	add
27	VANGUARD FIDUCIARY TRUST CO	$219M	2,577,116	—	no prior
28	ENVESTNET ASSET MANAGEMENT INC	$209M	2,462,655	+239,271	add
29	TWO SIGMA INVESTMENTS, LP	$198M	2,335,247	+876,186	add
30	Bank of New York Mellon Corp	$186M	2,188,581	−75,063	trim
31	PRINCIPAL FINANCIAL GROUP INC	$183M	2,159,588	−49,914	trim
32	AMERICAN CENTURY COMPANIES INC	$166M	1,951,147	−692,451	trim
33	AQR CAPITAL MANAGEMENT LLC	$161M	1,896,403	−37,353	trim
34	DEUTSCHE BANK AG\	$159M	1,869,080	+185,477	add
35	D. E. Shaw & Co., Inc.	$148M	1,746,091	+753,502	add
36	Robeco Institutional Asset Management B.V.	$135M	1,585,003	+167,799	add
37	JOHNSON INVESTMENT COUNSEL INC	$131M	1,540,306	−15,373	trim
38	RAYMOND JAMES FINANCIAL INC	$117M	1,374,916	+104,782	add
39	BARCLAYS PLC	$111M	1,313,295	+67,296	add
40	HSBC HOLDINGS PLC	$100M	1,180,963	−1,270,795	trim
41	Man Group plc	$92.9M	1,094,156	−97,405	trim
42	Qube Research & Technologies Ltd	$89.3M	1,052,240	+256,648	add
43	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$87.4M	1,029,006	−98,679	trim
44	BLAIR WILLIAM & CO/IL	$87.1M	1,026,010	+266,137	add
45	Sumitomo Mitsui Trust Group, Inc.	$86.6M	1,019,867	−37,782	trim
46	Mitsubishi UFJ Asset Management Co., Ltd.	$86.6M	1,019,814	+53,826	add
47	Chevy Chase Trust Holdings, LLC	$85.0M	1,001,674	−13,417	trim
48	Bank Julius Baer & Co. Ltd, Zurich	$84.7M	1,001,237	−1,094,392	trim
49	Vanguard Global Advisers, LLC	$83.5M	983,906	—	no prior
50	WELLS FARGO & COMPANY/MN	$82.8M	975,358	−38,059	trim
51	CITADEL ADVISORS LLC	$80.3M	946,293	+429,575	add
52	RHUMBLINE ADVISERS	$75.3M	886,745	−50,853	trim
53	Rockefeller Capital Management L.P.	$74.7M	879,964	+46,869	add
54	ROYAL BANK OF CANADA	$73.8M	869,655	+32,243	add
55	Point72 Asset Management, L.P.	$68.8M	810,263	+287,840	add
56	VANGUARD ASSET MANAGEMENT, Ltd	$67.3M	792,477	—	no prior
57	BNP Paribas Asset Management Holding S.A.	$64.2M	755,989	+26,439	add
58	Stony Point Capital LLC	$62.2M	732,505	−3,200	trim
59	EVENTIDE ASSET MANAGEMENT, LLC	$60.2M	711,839	+4,791	add
60	National Pension Service	$58.7M	691,148	+691,148	new
61	FLOSSBACH VON STORCH SE	$58.1M	684,974	−462,973	trim
62	Zurich Insurance Group Ltd/FI	$55.8M	657,732	+541,603	add
63	MACKENZIE FINANCIAL CORP	$55.1M	649,387	+72,041	add
64	FIRST TRUST ADVISORS LP	$51.8M	609,819	+56,056	add
65	Freestone Grove Partners LP	$51.0M	600,547	+600,547	new
66	CANADA PENSION PLAN INVESTMENT BOARD	$50.8M	598,594	+63,748	add
67	Assenagon Asset Management S.A.	$50.5M	595,437	+429,938	add
68	SEI INVESTMENTS CO	$45.9M	540,464	−692,665	trim
69	LAZARD ASSET MANAGEMENT LLC	$45.7M	538,084	−339,012	trim
70	ALLIANCEBERNSTEIN L.P.	$45.7M	470,103	−6,999	trim
71	CITIGROUP INC	$44.3M	521,623	+155,297	add
72	Universal- Beteiligungs- und Servicegesellschaft mbH	$43.9M	517,061	−107,775	trim
73	Dundas Partners LLP	$43.5M	512,023	−9,703	trim
74	WORLDQUANT MILLENNIUM ADVISORS LLC	$42.9M	505,788	+103,820	add
75	LPL Financial LLC	$42.2M	496,645	−19,640	trim
76	BENJAMIN EDWARDS INC	$38.7M	456,111	−18,795	trim
77	LBP AM SA	$37.7M	443,643	+15,688	add
78	PANAGORA ASSET MANAGEMENT INC	$37.2M	438,007	−144,457	trim
79	Korea Investment CORP	$37.1M	437,376	−126,750	trim
80	Evelyn Partners Investment Management LLP	$36.3M	428,067	−2,177	trim
81	Mediolanum International Funds Ltd	$36.3M	434,722	+434,722	new
82	Vinva Investment Management Ltd	$36.3M	434,280	+365,413	add
83	Gotham Asset Management, LLC	$36.3M	427,223	+87,865	add
84	LGT CAPITAL PARTNERS LTD.	$35.7M	420,212	+34,980	add
85	BALYASNY ASSET MANAGEMENT L.P.	$35.7M	420,093	+157,748	add
86	Walleye Capital LLC	$34.6M	407,112	+166,438	add
87	Prana Capital Management, LP	$34.4M	405,030	−410,933	trim
88	ADAGE CAPITAL PARTNERS GP, L.L.C.	$34.2M	403,047	−190,900	trim
89	Union Bancaire Privee, UBP SA	$34.2M	447,159	−514,909	trim
90	TRUIST FINANCIAL CORP	$32.6M	384,485	+37,034	add
91	STIFEL FINANCIAL CORP	$32.1M	378,655	−31,273	trim
92	CREDIT AGRICOLE S A	$32.1M	377,867	−17,460	trim
93	BANK OF NOVA SCOTIA	$31.7M	373,982	+11,140	add
94	AVIVA PLC	$31.7M	373,415	+10,454	add
95	Ceredex Value Advisors LLC	$31.3M	368,807	+368,807	new
96	GFS Advisors, LLC	$30.8M	82,824	+82,824	new
97	BRAUN STACEY ASSOCIATES INC	$30.6M	361,027	−14,632	trim
98	DANSKE BANK A/S	$29.4M	346,249	−2,373	trim
99	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$28.5M	336,025	0	no change
100	Foster Victor Wealth Advisors, LLC	$28.5M	328,706	+26,051	add
101	Aberdeen Group plc	$28.2M	332,108	+10,506	add
102	Pathstone Holdings, LLC	$28.2M	332,035	−22,967	trim
103	BANK OF MONTREAL /CAN/	$27.4M	323,305	−56,981	trim
104	Quantinno Capital Management LP	$27.0M	317,923	+160,850	add
105	NorthCrest Asset Manangement, LLC	$26.9M	310,538	−136,156	trim
106	Sterling Capital Management LLC	$25.9M	304,911	−43,604	trim
107	COMMERCE BANK	$25.3M	298,344	−13,007	trim
108	MILLENNIUM MANAGEMENT LLC	$24.2M	284,620	−104,286	trim
109	DEARBORN PARTNERS LLC	$24.1M	284,092	−27,019	trim
110	NEW YORK STATE COMMON RETIREMENT FUND	$23.9M	281,486	0	no change
111	Capital World Investors	$23.4M	275,388	+1,392	add
112	Pictet Asset Management Holding SA	$23.3M	274,810	−25,689	trim
113	STATE OF WISCONSIN INVESTMENT BOARD	$23.2M	272,780	+35,005	add
114	TORONTO DOMINION BANK	$22.8M	269,031	+69,417	add
115	NORDEA INVESTMENT MANAGEMENT AB	$22.0M	262,491	−1,606	trim
116	SEVEN GRAND MANAGERS, LLC	$21.2M	250,000	−250,000	trim
117	VOYA INVESTMENT MANAGEMENT LLC	$21.2M	249,300	+10,571	add
118	KLP KAPITALFORVALTNING AS	$21.1M	248,184	+13,600	add
119	STOREBRAND ASSET MANAGEMENT AS	$20.7M	243,874	—	no prior
120	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$20.3M	239,615	+221,783	add
121	HighTower Advisors, LLC	$20.1M	236,574	−70,611	trim
122	VICTORY CAPITAL MANAGEMENT INC	$19.7M	232,653	−1,161	trim
123	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$19.5M	229,556	+224,216	add
124	Northern Right Capital Management, L.P.	$19.3M	227,795	+227,795	new
125	Vanguard Investments Australia, Ltd.	$19.2M	226,467	—	no prior
126	ZACKS INVESTMENT MANAGEMENT	$19.0M	223,877	−1,826	trim
127	MCRAE CAPITAL MANAGEMENT INC	$19.0M	223,841	−45,534	trim
128	SHAPIRO CAPITAL MANAGEMENT LLC	$18.6M	219,128	−319,490	trim
129	Cetera Investment Advisers	$18.6M	218,632	+30,715	add
130	Mitsubishi UFJ Trust & Banking Corp	$18.4M	216,335	+15,515	add
131	NATIONAL BANK OF CANADA /FI/	$18.2M	213,931	−49,161	trim
132	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$17.8M	209,103	+209,103	new
133	FIFTH THIRD BANCORP	$17.7M	208,542	+162,019	add
134	Schonfeld Strategic Advisors LLC	$17.6M	207,889	−135,778	trim
135	Zurcher Kantonalbank (Zurich Cantonalbank)	$17.2M	202,533	+202,533	new
136	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$17.0M	200,645	+64,352	add
137	ROYAL LONDON ASSET MANAGEMENT LTD	$17.0M	200,581	+12,725	add
138	Asset Management One Co., Ltd.	$17.0M	200,018	−7,326	trim
139	APG Asset Management N.V.	$16.8M	227,981	−5,987	trim
140	Baltimore-Washington Financial Advisors, Inc.	$16.5M	194,729	+855	add
141	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$16.5M	194,111	+194,111	new
142	Baird Financial Group, Inc.	$16.5M	193,878	+193,878	new
143	Cerity Partners LLC	$16.1M	189,518	−11,414	trim
144	Tredje AP-fonden	$16.1M	189,103	+144,287	add
145	CIBC Asset Management Inc	$16.0M	188,666	+3,182	add
146	Varma Mutual Pension Insurance Co	$15.9M	187,376	0	no change
147	Hudson Bay Capital Management LP	$15.7M	185,458	+44,089	add
148	GHP Investment Advisors, Inc.	$15.6M	184,172	+8,683	add
149	Holocene Advisors, LP	$15.6M	184,023	+184,023	new
150	TD ASSET MANAGEMENT INC	$15.4M	181,389	+21,923	add
151	IEQ CAPITAL, LLC	$13.7M	161,871	+10,719	add
152	Lighthouse Investment Partners, LLC	$13.7M	161,588	+161,588	new
153	NOMURA ASSET MANAGEMENT CO LTD	$13.2M	155,202	−21,906	trim
154	NATIXIS	$12.9M	152,112	−4,744	trim
155	Creative Planning	$12.7M	149,675	+25,337	add
156	State of New Jersey Common Pension Fund D	$12.6M	148,955	0	no change
157	Janus Henderson Group Ltd.	$12.4M	145,860	−3,234	trim
158	Lansforsakringar Fondforvaltning AB (publ)	$12.3M	145,364	+651	add
159	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$12.3M	144,465	+52,950	add
160	Raub Brock Capital Management LP	$12.1M	142,113	−11,308	trim
161	Resona Asset Management Co.,Ltd.	$12.0M	142,295	+317	add
162	MERCER GLOBAL ADVISORS INC /ADV	$11.5M	135,674	−75,053	trim
163	OFI INVEST ASSET MANAGEMENT	$11.4M	153,257	+6,827	add
164	Groupe la Francaise	$11.1M	131,434	+4,898	add
165	Andra AP-fonden	$11.1M	130,583	−3,617	trim
166	PUBLIC SECTOR PENSION INVESTMENT BOARD	$10.8M	127,770	+12,850	add
167	ASSETMARK, INC	$10.6M	125,177	+6,254	add
168	Ensign Peak Advisors, Inc	$10.6M	124,721	+19,570	add
169	Arizona State Retirement System	$10.5M	124,122	−1,749	trim
170	NISA INVESTMENT ADVISORS, LLC	$10.5M	123,159	−3,329	trim
171	Czech National Bank	$10.4M	122,302	+3,357	add
172	Aperture Investors, LLC	$10.3M	121,137	+13,377	add
173	Corient Private Wealth LLC	$10.3M	124,507	−498,369	trim
174	STATE OF MICHIGAN RETIREMENT SYSTEM	$10.0M	117,290	−800	trim
175	Federation des caisses Desjardins du Quebec	$9.8M	115,338	+12,797	add
176	SCHRODER INVESTMENT MANAGEMENT GROUP	$9.7M	115,771	+12,659	add
177	COMMONWEALTH EQUITY SERVICES, LLC	$9.3M	109,527	+6,841	add
178	Rafferty Asset Management, LLC	$9.3M	109,178	−28,431	trim
179	FRONTIER CAPITAL MANAGEMENT CO LLC	$9.1M	106,895	−59,944	trim
180	MetLife Investment Management, LLC	$8.9M	104,989	−3,171	trim
181	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$8.9M	104,608	−317	trim
182	SEB Asset Management AB	$8.8M	103,513	—	no prior
183	IFM Investors Pty Ltd	$8.8M	103,347	+4,486	add
184	JANE STREET GROUP, LLC	$8.7M	103,012	+73,187	add
185	Mirae Asset Global Investments Co., Ltd.	$8.6M	101,557	+20,223	add
186	Daiwa Securities Group Inc.	$8.6M	100,795	−50,332	trim
187	CIBC Bancorp USA Inc.	$8.5M	99,945	—	no prior
188	DnB Asset Management AS	$8.4M	99,203	+8,311	add
189	XPONANCE LLC	$8.4M	99,082	+9,375	add
190	Baker Avenue Asset Management, LP	$8.3M	98,053	+6,374	add
191	Cumberland Partners Ltd	$8.2M	97,125	−163	trim
192	Retirement Systems of Alabama	$8.1M	95,364	−597	trim
193	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$8.1M	94,965	+21,879	add
194	Swiss Life Asset Management Ltd	$7.8M	91,402	−71,435	trim
195	ProShare Advisors LLC	$7.7M	90,647	−4,809	trim
196	Ethic Inc.	$7.6M	89,971	−18,283	trim
197	AIA Group Ltd	$7.6M	89,100	+13,600	add
198	Woodline Partners LP	$7.5M	88,261	+11,151	add
199	Round Hill Asset Management	$7.4M	87,742	−645	trim
200	EDMOND DE ROTHSCHILD HOLDING S.A.	$7.4M	87,115	+3,498	add
201	Calamos Advisors LLC	$7.3M	85,920	+85,920	new
202	Sanctuary Advisors, LLC	$7.2M	85,066	+2,478	add
203	KANAWHA CAPITAL MANAGEMENT LLC	$6.9M	81,721	−621	trim
204	Snowden Capital Advisors LLC	$6.9M	81,382	−6,506	trim
205	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$6.8M	80,329	−474,829	trim
206	Swedbank AB	$6.7M	79,097	−5,686	trim
207	Evelyn Partners Investment Management Services Ltd	$6.6M	77,843	+11,947	add
208	USS Investment Management Ltd	$6.6M	77,510	+2,022	add
209	BAILARD, INC.	$6.5M	76,136	+76,136	new
210	Headlands Technologies LLC	$6.4M	75,146	−41,778	trim
211	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$6.4M	383,871	+320,496	add
212	Utah Retirement Systems	$6.3M	73,861	+3,745	add
213	Sequoia Financial Advisors, LLC	$6.2M	73,223	−4,874	trim
214	FIL Ltd	$6.2M	72,463	−406,007	trim
215	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$6.1M	71,858	+3,204	add
216	Kintegral Advisory, LLC	$6.1M	71,384	−3,165	trim
217	Eurizon Capital SGR S.p.A.	$6.0M	70,847	+16,153	add
218	HORIZON KINETICS ASSET MANAGEMENT LLC	$6.0M	70,706	−116	trim
219	Hennion & Walsh Asset Management, Inc.	$5.9M	69,688	−11,186	trim
220	MML INVESTORS SERVICES, LLC	$5.8M	68,834	−939	trim
221	OPPENHEIMER ASSET MANAGEMENT INC.	$5.8M	68,774	−80	trim
222	First Washington CORP	$5.7M	67,074	+26,406	add
223	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$5.7M	66,861	+1,226	add
224	Mirova US LLC	$5.6M	66,207	−19,464	trim
225	Rakuten Investment Management, Inc.	$5.6M	67,032	+7,355	add
226	Tidal Investments LLC	$5.5M	64,485	+17,625	add
227	NEOS Investment Management LLC	$5.4M	64,106	+11,978	add
228	Sumitomo Mitsui DS Asset Management Company, Ltd	$5.4M	64,014	+856	add
229	Candriam S.C.A.	$5.4M	64,005	−6,963	trim
230	Robertson Opportunity Capital, LLC	$5.4M	63,039	0	no change
231	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$5.3M	62,956	−18,498	trim
232	Vanguard Personalized Indexing Management, LLC	$5.2M	61,356	+5,186	add
233	FIRST MANHATTAN CO. LLC.	$5.2M	61,008	−20,110	trim
234	CWM, LLC	$5.1M	60,327	−2,642	trim
235	DAVENPORT & Co LLC	$5.1M	59,987	+1,773	add
236	Wealthfront Advisers LLC	$5.1M	59,666	+13,505	add
237	AE Wealth Management LLC	$5.0M	59,162	+2,069	add
238	NISSAY ASSET MANAGEMENT CORP /JAPAN	$5.0M	58,730	+505	add
239	Orion Porfolio Solutions, LLC	$5.0M	58,377	−4,448	trim
240	Allianz Asset Management GmbH	$4.9M	57,541	−101,721	trim
241	NORTHSTAR ASSET MANAGEMENT INC	$4.9M	57,463	+187	add
242	Tairen Capital Ltd	$4.8M	57,000	+57,000	new
243	Y-Intercept (Hong Kong) Ltd	$4.8M	56,886	+56,886	new
244	Castlefield Investment Partners LLP	$4.8M	56,588	+56,408	add
245	FIRST NATIONAL BANK OF OMAHA	$4.7M	55,568	+456	add
246	Stratos Wealth Partners, LTD.	$4.7M	55,163	−2,331	trim
247	OSAIC HOLDINGS, INC.	$4.7M	54,951	−284	trim
248	Atria Investments, Inc	$4.5M	53,418	−8,405	trim
249	M&T BANK CORP	$4.5M	53,177	−7,899	trim
250	Qsemble Capital Management, LP	$4.5M	52,865	+52,865	new
251	NewEdge Advisors, LLC	$4.5M	52,477	+52,477	new
252	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$4.4M	51,497	−127	trim
253	VISTA INVESTMENT PARTNERS LLC	$4.4M	51,495	+1,623	add
254	DNCA FINANCE	$4.4M	51,350	−5,200	trim
255	LGT Fund Management Co Ltd.	$4.3M	50,366	+48,136	add
256	NorthCoast Asset Management LLC	$4.3M	50,116	+33,351	add
257	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$4.2M	49,810	−603	trim
258	Stanley-Laman Group, Ltd.	$4.2M	49,247	+43,265	add
259	US BANCORP \DE\	$4.1M	48,800	−18,613	trim
260	OP Asset Management Ltd	$4.1M	47,991	—	no prior
261	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$4.1M	47,768	−670	trim
262	Polar Asset Management Partners Inc.	$4.1M	47,751	−85,413	trim
263	Lombard Odier Asset Management (Europe) Ltd	$4.0M	47,298	+11,298	add
264	GROUPAMA ASSET MANAGMENT	$3.9M	45,399	−19,779	trim
265	YOUSIF CAPITAL MANAGEMENT, LLC	$3.8M	45,121	−1,792	trim
266	UniSuper Management Pty Ltd	$3.7M	43,635	+1,978	add
267	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$3.7M	43,337	+43,337	new
268	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$3.6M	42,817	+14,468	add
269	Southeast Asset Advisors, LLC	$3.6M	42,589	+16,398	add
270	FJ Capital Management LLC	$3.6M	42,372	+42,372	new
271	MONTAG A & ASSOCIATES INC	$3.6M	41,947	−20,268	trim
272	Siemens Fonds Invest GmbH	$3.5M	41,510	+1,978	add
273	Atom Investors LP	$3.5M	41,267	+41,267	new
274	FEDERATED HERMES, INC.	$3.4M	40,535	−13,532	trim
275	LGT Group Foundation	$3.4M	39,612	−6,458	trim
276	Gold Investment Management Ltd.	$3.4M	39,504	+769	add
277	Bensler, LLC	$3.3M	38,888	−2,279	trim
278	Penobscot Investment Management Company, Inc.	$3.3M	38,694	−800	trim
279	EFG International AG	$3.2M	37,954	+1,673	add
280	Graphene Investments SAS	$3.2M	37,500	0	no change
281	MACQUARIE GROUP LTD	$3.2M	37,223	−42,547	trim
282	Advisors Preferred, LLC	$3.1M	36,883	−13,524	trim
283	PROMETHIUM ADVISORS,LLC	$3.0M	35,835	+735	add
284	Focus Partners Wealth	$3.0M	35,789	+10,473	add
285	Paralel Advisors LLC	$3.0M	35,264	0	no change
286	Aquatic Capital Management LLC	$3.0M	35,042	+35,042	new
287	DIVIDEND ASSETS CAPITAL, LLC	$2.9M	34,518	+21,584	add
288	Texas Yale Capital Corp.	$2.9M	34,489	+2,400	add
289	Laird Norton Wetherby Trust Company, LLC	$2.9M	33,844	−2,406	trim
290	Jefferies Financial Group Inc.	$2.8M	33,517	−322,748	trim
291	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$2.8M	33,300	+2,700	add
292	G&S Capital LLC	$2.8M	33,187	+17,502	add
293	Guardian Partners Inc.	$2.8M	32,826	−2,999	trim
294	Osmosis Investment Management UK Ltd	$2.8M	32,906	−16,064	trim
295	PEAK6 LLC	$2.8M	32,691	+32,691	new
296	Investment Management Corp of Ontario	$2.8M	32,665	+1,600	add
297	Metis Global Partners, LLC	$2.8M	32,559	−1,946	trim
298	SAX WEALTH ADVISORS, LLC	$2.8M	28,434	0	no change
299	VISTA INVESTMENT PARTNERS II, LLC	$2.8M	32,495	+690	add
300	TD Waterhouse Canada Inc.	$2.7M	31,844	−75,419	trim
301	TKG Advisors, LLC	$2.7M	31,574	+16,469	add
302	LIGHTHOUSE FINANCIAL SERVICES INC /ADV	$2.7M	30,809	+2,713	add
303	Applied Capital LLC/FL	$2.7M	31,409	−359	trim
304	Keebeck Wealth Management	$2.7M	31,344	−10,459	trim
305	Concurrent Investment Advisors, LLC	$2.7M	31,336	+1,340	add
306	Kestra Advisory Services, LLC	$2.6M	31,174	−18,923	trim
307	INTECH INVESTMENT MANAGEMENT LLC	$2.6M	31,039	−21,158	trim
308	Aurora Investment Counsel	$2.6M	30,960	+30,960	new
309	CIBC WORLD MARKET INC.	$2.6M	30,958	−274	trim
310	Avanza Fonder AB	$2.6M	30,805	0	no change
311	RBF Capital, LLC	$2.5M	30,000	−30,000	trim
312	Elo Mutual Pension Insurance Co	$2.5M	29,341	−23,110	trim
313	Lido Advisors, LLC	$2.5M	29,148	−16,764	trim
314	B. Metzler seel. Sohn & Co. AG	$2.5M	29,096	−22,056	trim
315	Crossmark Global Holdings, Inc.	$2.4M	28,778	—	no prior
316	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$2.4M	28,715	+3,431	add
317	Norinchukin Bank, The	$2.4M	27,912	−34	trim
318	Prosperity Consulting Group, LLC	$2.3M	27,431	−3,381	trim
319	MIZUHO SECURITIES USA LLC	$2.3M	27,148	−5,697	trim
320	MAI Capital Management	$2.3M	27,085	+3,127	add
321	FLPUTNAM INVESTMENT MANAGEMENT CO	$2.3M	26,834	−1,500	trim
322	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$2.2M	26,384	−25,822	trim
323	FORTEM FINANCIAL GROUP, LLC	$2.2M	25,780	+17,614	add
324	HARTFORD INVESTMENT MANAGEMENT CO	$2.2M	25,660	−483	trim
325	QRG CAPITAL MANAGEMENT, INC.	$2.2M	25,491	−11,116	trim
326	Banque Cantonale Vaudoise	$2.1M	24,643	−1,642	trim
327	Steward Partners Investment Advisory, LLC	$2.1M	24,413	−4,898	trim
328	RWA WEALTH PARTNERS, LLC	$2.1M	24,192	−383	trim
329	Vontobel Holding Ltd.	$2.0M	24,103	+9,233	add
330	&PARTNERS	$2.0M	24,100	+3,971	add
331	GARDNER LEWIS ASSET MANAGEMENT L P	$2.0M	24,080	0	no change
332	Ameritas Investment Partners, Inc.	$2.0M	23,889	−502	trim
333	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$2.0M	23,855	+9,522	add
334	Numerai GP LLC	$2.0M	23,709	+4,038	add
335	D.A. DAVIDSON & CO.	$2.0M	23,391	−365	trim
336	Anfield Capital Management, LLC	$2.0M	23,274	0	no change
337	Quantbot Technologies LP	$2.0M	23,159	+23,159	new
338	Maryland State Retirement & Pension System	$2.0M	23,066	0	no change
339	ABN AMRO INVESTMENT SOLUTIONS	$1.9M	22,537	+4,360	add
340	STEADFAST CAPITAL MANAGEMENT LP	$1.9M	22,400	+22,400	new
341	Generali Investments CEE, investicni spolecnost, a.s.	$1.9M	22,101	−17,510	trim
342	Allspring Global Investments Holdings, LLC	$1.9M	21,943	+441	add
343	ROMAN BUTLER FULLERTON & CO	$1.9M	21,138	+27	add
344	Westover Capital Advisors, LLC	$1.8M	21,475	−4,490	trim
345	Engineers Gate Manager LP	$1.8M	21,445	−23,556	trim
346	QUADRANT CAPITAL GROUP LLC	$1.8M	21,312	+6,610	add
347	Empowered Funds, LLC	$1.8M	20,873	+20,873	new
348	Generali Asset Management SPA SGR	$1.7M	20,573	−16,907	trim
349	Machina Capital S.A.S.	$1.7M	20,548	−1,523	trim
350	Summit Trail Advisors, LLC	$1.7M	20,407	+3,406	add
351	ING GROEP NV	$1.7M	20,396	−425	trim
352	Vident Advisory, LLC	$1.7M	20,394	+4,727	add
353	Fosun International Ltd	$1.7M	20,350	+20,350	new
354	AG2R LA MONDIALE GESTION D'ACTIFS	$1.7M	20,087	+1,104	add
355	HARMONY ASSET MANAGEMENT LLC	$1.7M	19,925	+5,635	add
356	REGIONS FINANCIAL CORP	$1.7M	19,870	−660	trim
357	Carlson Capital, L.P.	$1.7M	19,700	+19,700	new
358	HB Wealth Management, LLC	$1.6M	19,314	+5,486	add
359	Clarus Wealth Advisors	$1.6M	18,936	+1,357	add
360	Virtus Investment Advisers, LLC	$1.6M	19,266	−2,419	trim
361	Waterfront Wealth Inc.	$1.6M	19,035	+1,013	add
362	Portfolio Design Labs, LLC	$1.6M	18,932	−766	trim
363	Evelyn Partners Investment Management (Europe) Ltd	$1.6M	18,567	+32	add
364	MUFG Securities EMEA plc	$1.6M	18,410	−83	trim
365	Graham Capital Management, L.P.	$1.6M	18,408	−6,327	trim
366	PITTENGER & ANDERSON INC	$1.6M	18,379	−2,038	trim
367	Legacy Bridge, LLC	$1.6M	18,295	+20	add
368	Phoenix Financial Ltd.	$1.5M	18,938	−349	trim
369	Envestnet Portfolio Solutions, Inc.	$1.5M	18,114	−2,322	trim
370	Guinness Asset Management LTD	$1.5M	18,058	+4,954	add
371	OMERS ADMINISTRATION Corp	$1.5M	17,728	+4,821	add
372	HELIOS CAPITAL MANAGEMENT PTE. LTD	$1.4M	16,950	0	no change
373	Saudi Central Bank	$1.4M	16,861	+16,861	new
374	Ballentine Partners, LLC	$1.4M	16,858	−2,053	trim
375	Curi Capital, LLC	$1.4M	16,856	−41	trim
376	ARWA LLC	$1.4M	16,967	−1,503	trim
377	Cresset Asset Management, LLC	$1.4M	16,804	+8,654	add
378	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.4M	16,663	0	no change
379	Tower Research Capital LLC (TRC)	$1.4M	16,578	+2,168	add
380	Lombard Odier Asset Management (Switzerland) SA	$1.4M	16,313	0	no change
381	Dai-ichi Life Insurance Company, Ltd	$1.4M	16,060	−13,000	trim
382	Ascent Group, LLC	$1.4M	16,000	−18,738	trim
383	COMPASS CAPITAL CORP /MA/ /ADV	$1.3M	15,168	0	no change
384	Bridgefront Capital, LLC	$1.3M	15,683	+15,683	new
385	Global Financial Private Client, LLC	$1.3M	15,302	+2,747	add
386	New England Research & Management, Inc.	$1.3M	15,250	+15,250	new
387	Trueblood Wealth Management, LLC	$1.3M	15,246	+2,293	add
388	Caprock Group, LLC	$1.3M	15,071	+15,071	new
389	NLB Skladi, upravljanje premozenja, d.o.o.	$1.3M	15,000	+15,000	new
390	Advisors Asset Management, Inc.	$1.3M	14,856	+4,158	add
391	Ramirez Asset Management, Inc.	$1.3M	14,736	−715	trim
392	Merit Financial Group, LLC	$1.2M	14,609	−1,013	trim
393	Wilmington Savings Fund Society, FSB	$1.2M	14,506	−450	trim
394	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.2M	14,370	−42	trim
395	Apollon Wealth Management, LLC	$1.2M	14,090	+758	add
396	Focus Partners Advisor Solutions, LLC	$1.2M	14,053	+1,230	add
397	Clark Capital Management Group, Inc.	$1.2M	13,904	−4	trim
398	MISSION WEALTH MANAGEMENT, LP	$1.2M	13,826	−1,124	trim
399	Dorsey & Whitney Trust CO LLC	$1.2M	13,651	+3,032	add
400	Martin Capital Advisors, LLP	$1.2M	13,580	0	no change
401	Illinois Municipal Retirement Fund	$1.1M	13,534	−3,322	trim
402	WHITENER CAPITAL MANAGEMENT, INC.	$1.1M	13,430	+284	add
403	WCG Wealth Advisors LLC	$1.1M	13,416	−1,434	trim
404	Hartford Funds Management Co LLC	$1.1M	13,380	−141	trim
405	Copeland Capital Management, LLC	$1.1M	13,216	−320	trim
406	ASR Vermogensbeheer N.V.	$1.1M	13,199	+328	add
407	NINE MASTS CAPITAL Ltd	$1.1M	13,138	+13,138	new
408	KEYBANK NATIONAL ASSOCIATION/OH	$1.1M	13,128	+877	add
409	North Dakota State Investment Board	$1.1M	13,088	−1,018	trim
410	Militia Capital Management LLC	$1.1M	13,084	—	no prior
411	VCI Wealth Management LLC	$1.1M	12,940	−10,052	trim
412	AlphaCore Capital LLC	$1.1M	12,550	−265	trim
413	Investmark Advisory Group LLC	$1.1M	12,532	+12,532	new
414	MUFG SECURITIES AMERICAS INC.	$1.1M	12,426	+274	add
415	Brooklyn Investment Group	$1.1M	12,419	+6,810	add
416	Empirical Finance, LLC	$1.0M	12,284	+16	add
417	SECURIAN ASSET MANAGEMENT, INC	$1.0M	12,165	−100	trim
418	Heritage Family Offices, LLP	$1.0M	12,107	−7,158	trim
419	Kepler Cheuvreux (Suisse) SA	$1.0M	12,079	+4,376	add
420	Squarepoint Ops LLC	$1.0M	11,937	−635,655	trim
421	Stablepoint Partners, LLC	$1.0M	11,809	+573	add
422	DIVERSIFY WEALTH MANAGEMENT, LLC	$1.0M	10,961	+10,961	new
423	World Investment Advisors	$999K	11,763	−18,875	trim
424	NOMURA HOLDINGS INC	$997K	11,743	+31	add
425	OPPENHEIMER & CO INC	$950K	11,190	−1,325	trim
426	PRUDENTIAL PLC	$947K	11,160	0	no change
427	Crestmont Private Wealth LLC	$941K	11,089	+716	add
428	OneAscent Investment Solutions LLC	$939K	11,067	+3,322	add
429	ELEVATION POINT WEALTH PARTNERS, LLC	$939K	11,067	+736	add
430	FIDUCIARY TRUST CO	$934K	11,005	+84	add
431	EVERGREEN CAPITAL MANAGEMENT LLC	$928K	10,937	+4,481	add
432	Private Advisor Group, LLC	$914K	10,772	+490	add
433	Callan Family Office, LLC	$911K	10,734	−1,742	trim
434	Sivia Capital Partners, LLC	$892K	10,504	+5,888	add
435	COLDSTREAM CAPITAL MANAGEMENT INC	$886K	10,439	−887	trim
436	Lebenthal Global Advisors, LLC	$884K	10,410	+3,132	add
437	First National Advisers, LLC	$879K	10,357	−144	trim
438	GUGGENHEIM CAPITAL LLC	$879K	10,351	−585	trim
439	Journey Advisory Group, LLC	$875K	10,310	+654	add
440	Johnson Financial Group, Inc.	$875K	10,304	+8,218	add
441	NAPLES GLOBAL ADVISORS, LLC	$873K	10,288	−246	trim
442	Diversified Trust Co	$866K	10,206	+5,568	add
443	SIGNATUREFD, LLC	$857K	10,101	+1,439	add
444	Dynamic Technology Lab Private Ltd	$856K	10,083	+10,083	new
445	Everhart Financial Group, Inc.	$830K	9,781	−4,564	trim
446	Coastal Bridge Advisors, LLC	$830K	9,775	+218	add
447	Venture Visionary Partners LLC	$803K	9,464	+9,464	new
448	AAFMAA Wealth Management & Trust LLC	$800K	9,429	−182	trim
449	Pathway Financial Advisers, LLC	$784K	9,241	+9,241	new
450	Ashton Thomas Private Wealth, LLC	$758K	8,930	+1,419	add
451	Frank, Rimerman Advisors LLC	$752K	8,858	+298	add
452	First Pacific Financial	$748K	8,810	+27	add
453	Chicago Partners Investment Group LLC	$747K	8,647	+2,616	add
454	S-Bank Fund Management Ltd	$745K	8,774	−326	trim
455	SEEDS INVESTOR LLC	$742K	8,554	−748	trim
456	Indivisible Partners	$737K	8,677	−57,697	trim
457	CHOREO, LLC	$736K	8,665	−3,249	trim
458	BROWN, LISLE/CUMMINGS, INC.	$735K	8,664	−11	trim
459	TritonPoint Partners, LLC	$726K	8,553	−145	trim
460	INVICTUS PRIVATE WEALTH, LLC	$726K	8,550	+8,550	new
461	Verity & Verity, LLC	$722K	8,510	−1,330	trim
462	TWINBEECH CAPITAL LP	$705K	8,307	+8,307	new
463	Plato Investment Management Ltd	$705K	8,299	+8,245	add
464	SHELTON CAPITAL MANAGEMENT	$699K	8,240	−15,000	trim
465	FOURPATH CAPITAL MANAGEMENT, LLC	$690K	8,126	+8,126	new
466	Aviance Capital Partners, LLC	$690K	8,125	−40	trim
467	INTRUST BANK NA	$689K	8,114	−805	trim
468	Smith Salley Wealth Management	$673K	7,930	−520	trim
469	Glen Eagle Advisors, LLC	$667K	7,863	+657	add
470	CITIZENS FINANCIAL GROUP INC/RI	$664K	7,818	+2,502	add
471	Western Wealth Management, LLC	$661K	7,786	+7,786	new
472	OAK RIDGE INVESTMENTS LLC	$659K	7,759	+7,759	new
473	Aviso Financial Inc.	$651K	7,665	−2,817	trim
474	Beverly Hills Private Wealth, LLC	$648K	7,636	−565	trim
475	GeoWealth Management, LLC	$646K	7,613	−2,002	trim
476	Equitable Holdings, Inc.	$646K	6,705	−480	trim
477	KIRTLAND HILLS CAPITAL MANAGEMENT, LLC	$638K	7,393	+817	add
478	TEMA ETFS LLC	$630K	7,425	+35	add
479	Sone Capital Management, LLC	$630K	7,420	+7,420	new
480	Fifth Third Wealth Advisors LLC	$628K	7,402	+220	add
481	Verus Financial Partners, Inc.	$625K	7,032	0	no change
482	Gladstone Institutional Advisory LLC	$624K	7,344	+729	add
483	Checchi Capital Advisers, LLC	$619K	7,292	+898	add
484	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$615K	7,227	−371	trim
485	Stratos Wealth Advisors, LLC	$608K	7,164	−78	trim
486	Quantum Portfolio Management LLC	$606K	7,144	+123	add
487	Principle Wealth Partners LLC	$602K	7,091	+7,091	new
488	Vise Technologies, Inc.	$601K	6,189	0	no change
489	Avidian Wealth Enterprises, LLC	$601K	7,079	+4,366	add
490	Kenora Financial, LLC	$592K	6,968	−206	trim
491	Sompo Asset Management Co., Ltd.	$587K	6,910	+1,500	add
492	Pinnacle Financial Partners, Inc.	$586K	6,900	−200	trim
493	BRADLEY FOSTER & SARGENT INC/CT	$584K	6,880	−205	trim
494	Modern Wealth Management, LLC	$582K	6,835	+6,835	new
495	TEACHER RETIREMENT SYSTEM OF TEXAS	$580K	6,829	−28,710	trim
496	Applied Finance Capital Management, LLC	$578K	6,814	+216	add
497	PAX Financial Group, LLC	$574K	6,756	−1,598	trim
498	Premier Path Wealth Partners, LLC	$571K	6,726	+3,546	add
499	KESTRA PRIVATE WEALTH SERVICES, LLC	$562K	6,624	−152	trim
500	NorthRock Partners, LLC	$562K	6,616	+542	add

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

Congress ↔ notable managers · NDAQ

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

Congress · last 90 days

Buyers: 0 — —
Sellers: 2 Alan Armstrong R–OK, April McClain Delaney D–MD-6 $150K–$350K

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

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $36.3M held
Trimming: 1 Bridgewater Associates $0 held

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

Merged timeline of congressional filings and notable-manager moves on NDAQ
Date	Who	Change	Size
2026-09-09	April McClain Delaney Congress	Sale	$100K–$250K
2026-07-21	Alan Armstrong Congress	Sale	$50K–$100K
2026-05-15	Gotham Asset Management 13F	add	+87,865 sh
2026-05-15	Bridgewater Associates 13F	exit	−111,620 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

9 members of Congress disclosed NDAQ — the congressional view ↗