Who holds PIIticker 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 ↗

POLARIS INC · COM · quarter ended 2026-03-31 · 7 members disclosed PII ↗

352

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

$2.8B

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

174

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 PII ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$385M	7,055,706	+151,616	add
2	Capital World Investors	$212M	3,897,663	−2,578,455	trim
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$152M	2,786,913	—	no prior
4	STATE STREET CORP	$140M	2,571,510	−255,025	trim
5	VANGUARD CAPITAL MANAGEMENT LLC	$131M	2,409,074	—	no prior
6	AQR CAPITAL MANAGEMENT LLC	$119M	2,175,418	−24,092	trim
7	AMERICAN CENTURY COMPANIES INC	$107M	1,972,094	+186,992	add
8	MORGAN STANLEY	$94.6M	1,735,549	−126,393	trim
9	DIMENSIONAL FUND ADVISORS LP	$84.3M	1,546,260	+107,109	add
10	GEODE CAPITAL MANAGEMENT, LLC	$76.8M	1,408,619	+81,844	add
11	CANADA PENSION PLAN INVESTMENT BOARD	$65.4M	1,200,600	+342,756	add
12	UBS Group AG	$56.7M	1,040,501	−841,268	trim
13	Auto-Owners Insurance Co	$56.4M	1,035,000	0	no change
14	AMERIPRISE FINANCIAL INC	$48.5M	890,498	+112,500	add
15	RWWM, Inc.	$48.4M	887,961	−28,659	trim
16	CITADEL ADVISORS LLC	$46.1M	846,535	+785,978	add
17	MILLENNIUM MANAGEMENT LLC	$38.6M	708,151	+435,358	add
18	Gotham Asset Management, LLC	$38.5M	705,826	−347	trim
19	NORTHERN TRUST CORP	$37.3M	683,631	+18,964	add
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$36.7M	673,329	+4,200	add
21	TWO SIGMA INVESTMENTS, LP	$36.4M	668,333	+410,738	add
22	Bank of New York Mellon Corp	$35.8M	657,075	−10,397	trim
23	JACOBS LEVY EQUITY MANAGEMENT, INC	$35.6M	652,936	+421,730	add
24	Invesco Ltd.	$35.3M	648,557	−417,353	trim
25	Artisan Partners Limited Partnership	$31.9M	584,865	−42,274	trim
26	ProShare Advisors LLC	$26.6M	488,920	−105,339	trim
27	Divisar Capital Management LLC	$26.0M	477,877	+73,324	add
28	BANK OF AMERICA CORP /DE/	$24.3M	445,717	+104,302	add
29	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$23.6M	433,846	+31,507	add
30	Freestone Grove Partners LP	$22.5M	413,216	+114,002	add
31	Connor, Clark & Lunn Investment Management Ltd.	$21.8M	400,850	+62,475	add
32	Quantinno Capital Management LP	$20.0M	367,269	+37,193	add
33	VANGUARD FIDUCIARY TRUST CO	$18.8M	345,578	—	no prior
34	Man Group plc	$15.2M	278,045	+271,824	add
35	RENAISSANCE TECHNOLOGIES LLC	$12.3M	225,800	+105,100	add
36	FEDERATED HERMES, INC.	$11.9M	218,351	+45,701	add
37	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$11.5M	211,074	+79,963	add
38	M&G Plc	$11.1M	202,253	+2,182	add
39	KENNEDY CAPITAL MANAGEMENT LLC	$10.4M	190,410	−2,988	trim
40	SYSTEMATIC FINANCIAL MANAGEMENT LP	$10.2M	187,997	−5,396	trim
41	PRINCIPAL FINANCIAL GROUP INC	$10.1M	186,166	+70,421	add
42	RHUMBLINE ADVISERS	$9.0M	165,329	+803	add
43	Segment Wealth Management, LLC	$8.3M	152,346	−1,410	trim
44	HANCOCK WHITNEY CORP	$8.0M	142,793	+136,649	add
45	Meiji Yasuda Asset Management Co Ltd.	$7.9M	145,416	+145,416	new
46	WELLINGTON MANAGEMENT GROUP LLP	$7.4M	136,406	+62,396	add
47	VICTORY CAPITAL MANAGEMENT INC	$7.3M	134,033	+21,010	add
48	Nuveen, LLC	$7.3M	133,246	+8,414	add
49	LPL Financial LLC	$7.1M	129,602	+59,097	add
50	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$7.0M	129,193	+129,193	new
51	Creative Planning	$6.5M	119,469	+5,869	add
52	SEI INVESTMENTS CO	$6.5M	119,126	+47,220	add
53	ALLIANCEBERNSTEIN L.P.	$6.5M	102,078	+1,211	add
54	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$6.2M	114,135	−33,707	trim
55	Swiss National Bank	$5.7M	105,300	0	no change
56	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$5.7M	104,085	−23,958	trim
57	Allianz Asset Management GmbH	$5.6M	103,649	+36,542	add
58	Bridgewater Associates, LP	$5.5M	101,800	+12,925	add
59	Cerity Partners LLC	$5.3M	96,766	−95,350	trim
60	ROYAL BANK OF CANADA	$5.1M	94,157	−12,733	trim
61	Squarepoint Ops LLC	$4.8M	87,901	+87,901	new
62	Invenomic Capital Management LP	$4.8M	87,768	+87,768	new
63	WELLS FARGO & COMPANY/MN	$4.6M	83,726	−54,041	trim
64	FRANKLIN RESOURCES INC	$4.5M	82,733	+6,632	add
65	Walleye Capital LLC	$4.5M	81,965	+58,104	add
66	PDT Partners, LLC	$4.3M	79,122	0	no change
67	Brevan Howard Capital Management LP	$4.2M	77,434	+67,935	add
68	BARCLAYS PLC	$4.1M	75,967	−74,790	trim
69	THOMIST CAPITAL MANAGEMENT, LP	$3.7M	68,785	+43,737	add
70	Aquatic Capital Management LLC	$3.7M	67,567	+18,399	add
71	Legal & General Group Plc	$3.6M	66,912	−13,114	trim
72	Retirement Systems of Alabama	$3.6M	65,508	+1,377	add
73	Paralel Advisors LLC	$3.6M	65,343	0	no change
74	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$3.5M	69,390	+9,420	add
75	RAYMOND JAMES FINANCIAL INC	$3.5M	63,580	−9,663	trim
76	MAIRS & POWER INC	$3.4M	62,491	−13,252	trim
77	Kingsview Wealth Management, LLC	$3.3M	60,933	+6,842	add
78	ExodusPoint Capital Management, LP	$3.1M	56,140	−11,022	trim
79	GROUP ONE TRADING LLC	$3.0M	55,662	−20,449	trim
80	MetLife Investment Management, LLC	$3.0M	54,572	−423	trim
81	ONTARIO TEACHERS PENSION PLAN BOARD	$3.0M	54,432	+4,561	add
82	HSBC HOLDINGS PLC	$2.9M	53,312	+18,810	add
83	Trexquant Investment LP	$2.8M	51,359	−3,128	trim
84	NFJ INVESTMENT GROUP, LLC	$2.7M	50,034	+50,034	new
85	DEUTSCHE BANK AG\	$2.7M	49,888	+6,191	add
86	CITIGROUP INC	$2.7M	49,297	−14,758	trim
87	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$2.6M	48,205	−2,750	trim
88	STEADFAST CAPITAL MANAGEMENT LP	$2.5M	46,300	+46,300	new
89	NISA INVESTMENT ADVISORS, LLC	$2.5M	45,795	+364	add
90	Round Hill Asset Management	$2.5M	45,181	−55	trim
91	FMR LLC	$2.4M	44,590	−49,699	trim
92	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$2.4M	44,021	+18,564	add
93	Mitsubishi UFJ Trust & Banking Corp	$2.3M	42,231	+4,752	add
94	CWM, LLC	$2.3M	42,173	+779	add
95	Advisors Asset Management, Inc.	$2.2M	41,089	−293	trim
96	VANGUARD ASSET MANAGEMENT, Ltd	$2.2M	39,976	—	no prior
97	Summit Trail Advisors, LLC	$2.0M	36,665	+15,999	add
98	State of New Jersey Common Pension Fund D	$1.9M	34,383	0	no change
99	Susquehanna Portfolio Strategies, LLC	$1.9M	34,199	−7,179	trim
100	Mariner, LLC	$1.8M	32,245	−15,648	trim
101	OCCUDO QUANTITATIVE STRATEGIES LP	$1.7M	26,129	+19,800	add
102	CPC Advisors, LLC	$1.7M	31,769	+31,769	new
103	INTREPID CAPITAL MANAGEMENT INC	$1.7M	31,706	0	no change
104	IEQ CAPITAL, LLC	$1.7M	31,682	−40,961	trim
105	Jefferies Financial Group Inc.	$1.6M	30,200	−140,200	trim
106	RITHOLTZ WEALTH MANAGEMENT	$1.5M	28,381	+9,851	add
107	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$1.5M	27,680	+575	add
108	Pathstone Holdings, LLC	$1.5M	27,357	−3,127	trim
109	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$1.4M	25,605	+25,605	new
110	Vanguard Personalized Indexing Management, LLC	$1.4M	25,498	+1,045	add
111	S&T BANK/PA	$1.4M	25,428	−16,697	trim
112	INDEPENDENT FINANCIAL GROUP, LLC	$1.4M	25,319	—	no prior
113	Janus Henderson Group Ltd.	$1.4M	25,246	0	no change
114	OSAIC HOLDINGS, INC.	$1.4M	25,045	−18,585	trim
115	PRUDENTIAL FINANCIAL INC	$1.4M	24,846	−3,200	trim
116	STIFEL FINANCIAL CORP	$1.3M	24,130	+426	add
117	Zurcher Kantonalbank (Zurich Cantonalbank)	$1.3M	22,964	+22,964	new
118	ANGELES WEALTH MANAGEMENT, LLC	$1.2M	22,498	−32	trim
119	Harvest Investment Services, LLC	$1.2M	22,376	+7,846	add
120	Corient Private Wealth LLC	$1.2M	22,559	−28,647	trim
121	Vanguard Global Advisers, LLC	$1.1M	21,087	—	no prior
122	BOYUM WEALTH ARCHITECTS LLC	$1.1M	16,884	+24	add
123	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$1.1M	20,478	−1,761	trim
124	Camelot Portfolios, LLC	$1.1M	20,402	−749	trim
125	BANK OF MONTREAL /CAN/	$1.1M	19,324	+7,390	add
126	Cetera Investment Advisers	$1.0M	19,244	−1,286	trim
127	Kestra Investment Management, LLC	$1.0M	19,077	−2,770	trim
128	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$988K	18,136	+5,760	add
129	HM PAYSON & CO	$983K	18,042	−180	trim
130	MAVERICK CAPITAL LTD	$958K	17,569	+17,569	new
131	YOUSIF CAPITAL MANAGEMENT, LLC	$950K	17,433	−930	trim
132	TWO SIGMA SECURITIES, LLC	$888K	16,292	+16,292	new
133	Graham Capital Management, L.P.	$865K	15,863	+2,204	add
134	Convergence Investment Partners, LLC	$861K	15,798	+169	add
135	Quantbot Technologies LP	$826K	15,150	−2,224	trim
136	FIFTH THIRD BANCORP	$818K	15,018	+13,864	add
137	SummerHaven Investment Management, LLC	$813K	14,926	−2,021	trim
138	XTX Topco Ltd	$812K	14,908	−11,265	trim
139	MERCER GLOBAL ADVISORS INC /ADV	$810K	14,870	+2,220	add
140	Tidal Investments LLC	$804K	14,755	+693	add
141	Arizona State Retirement System	$800K	14,682	−255	trim
142	MITCHELL & PAHL PRIVATE WEALTH, LLC	$779K	14,285	+481	add
143	Ameritas Investment Partners, Inc.	$777K	14,250	0	no change
144	RM Financial Services, LLC	$767K	14,070	−50	trim
145	Blackstone Inc.	$739K	13,556	+13,556	new
146	SPWM Advisors LLC	$732K	11,304	+5	add
147	INTECH INVESTMENT MANAGEMENT LLC	$731K	13,407	−11,729	trim
148	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$730K	13,389	+17	add
149	STATE OF WISCONSIN INVESTMENT BOARD	$716K	13,139	+4,809	add
150	Frank, Rimerman Advisors LLC	$711K	13,043	+422	add
151	NATIXIS	$709K	13,000	−134,400	trim
152	SIMPLEX TRADING, LLC	$704K	12,922	−91	trim
153	STATE OF MICHIGAN RETIREMENT SYSTEM	$702K	12,879	+300	add
154	FIRST CITIZENS BANK & TRUST CO	$696K	12,765	−1,005	trim
155	Vanguard Investments Australia, Ltd.	$687K	12,603	—	no prior
156	Envestnet Portfolio Solutions, Inc.	$679K	12,465	−1,025	trim
157	Rockefeller Capital Management L.P.	$675K	12,386	+1,660	add
158	Investors Research Corp	$664K	12,182	+120	add
159	COMMONWEALTH EQUITY SERVICES, LLC	$657K	12,049	−445	trim
160	Robertson Stephens Wealth Management, LLC	$654K	12,000	0	no change
161	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$652K	11,970	+15	add
162	KLP KAPITALFORVALTNING AS	$632K	11,600	0	no change
163	Engineers Gate Manager LP	$620K	11,370	−19,119	trim
164	KEYBANK NATIONAL ASSOCIATION/OH	$619K	11,363	+1,491	add
165	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$596K	10,938	+300	add
166	Probity Advisors, Inc.	$594K	10,908	+596	add
167	Empowered Funds, LLC	$592K	10,857	+10,857	new
168	Merit Financial Group, LLC	$570K	10,466	−196	trim
169	ENVESTNET ASSET MANAGEMENT INC	$561K	10,295	−1,610	trim
170	Pallas Capital Advisors LLC	$560K	10,268	−1,069	trim
171	Bridgefront Capital, LLC	$558K	10,230	+10,230	new
172	US BANCORP \DE\	$547K	10,029	+793	add
173	Holocene Advisors, LP	$537K	9,854	+9,854	new
174	Pictet Asset Management Holding SA	$518K	9,501	0	no change
175	Inspire Investing, LLC	$510K	9,358	+1,915	add
176	VOYA INVESTMENT MANAGEMENT LLC	$503K	9,234	−352	trim
177	Perbak Capital Partners LLP	$498K	9,146	+9,146	new
178	NORTHBRIDGE FINANCIAL GROUP, LLC	$492K	8,906	−68	trim
179	Voleon Capital Management LP	$489K	8,967	−17,285	trim
180	Sterling Capital Management LLC	$469K	8,614	−3,251	trim
181	Allworth Financial LP	$466K	8,546	+120	add
182	SNS Financial Group, LLC	$457K	8,380	+20	add
183	M&T BANK CORP	$454K	8,322	+787	add
184	CAPSTONE INVESTMENT ADVISORS, LLC	$445K	8,170	+8,170	new
185	GUGGENHEIM CAPITAL LLC	$445K	8,168	−8,897	trim
186	D. E. Shaw & Co., Inc.	$443K	8,125	+4,286	add
187	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$427K	7,843	0	no change
188	State of Wyoming	$419K	7,687	−784	trim
189	XPONANCE LLC	$414K	7,602	+1,132	add
190	Vise Technologies, Inc.	$403K	6,369	0	no change
191	Ethic Inc.	$399K	7,325	+39	add
192	Summit Financial, LLC	$399K	7,315	+49	add
193	Goldstone Financial Group, LLC	$388K	7,117	−1,468	trim
194	Numerai GP LLC	$387K	7,100	−6,807	trim
195	HighTower Advisors, LLC	$383K	7,023	−751	trim
196	Baird Financial Group, Inc.	$381K	6,985	+6,985	new
197	BERKSHIRE ASSET MANAGEMENT LLC/PA	$373K	6,845	0	no change
198	Meeder Advisory Services, Inc.	$369K	6,769	−327	trim
199	Wynn Capital, LLC	$367K	6,740	+327	add
200	AIGEN INVESTMENT MANAGEMENT, LP	$366K	6,715	+6,715	new
201	Universal- Beteiligungs- und Servicegesellschaft mbH	$364K	6,682	0	no change
202	FIRST TRUST ADVISORS LP	$363K	6,657	−378	trim
203	Linden Thomas Advisory Services, LLC	$360K	6,608	−1,326	trim
204	Ballentine Partners, LLC	$357K	6,554	−165	trim
205	KPP Advisory Services LLC	$351K	6,441	+9	add
206	Grantham, Mayo, Van Otterloo & Co. LLC	$348K	6,382	+2,055	add
207	Kestra Advisory Services, LLC	$347K	6,371	+1,131	add
208	CAXTON ASSOCIATES LLP	$332K	6,091	+1,873	add
209	AXQ CAPITAL, LP	$326K	5,985	+5,985	new
210	Stratos Wealth Partners, LTD.	$326K	5,973	+5,973	new
211	Tower Research Capital LLC (TRC)	$324K	5,950	+3,181	add
212	BROWN ADVISORY INC	$321K	5,888	0	no change
213	NORTHWEST WEALTH MANAGEMENT, LLC	$311K	5,704	−63	trim
214	EAGLE GLOBAL ADVISORS LLC	$307K	5,630	0	no change
215	Focus Partners Advisor Solutions, LLC	$307K	5,627	−2,266	trim
216	Inscription Capital, LLC	$307K	5,625	+1,204	add
217	EP Wealth Advisors, LLC	$303K	5,559	+5,559	new
218	Steward Partners Investment Advisory, LLC	$289K	5,310	−101	trim
219	PEAK6 LLC	$288K	5,279	+5,279	new
220	Private Advisor Group, LLC	$281K	5,155	+940	add
221	Belpointe Asset Management LLC	$273K	5,013	+5,013	new
222	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$271K	4,978	+4,978	new
223	Kessler Investment Group, LLC	$270K	4,960	+47	add
224	Chicago Partners Investment Group LLC	$270K	4,605	+913	add
225	MGO ONE SEVEN LLC	$263K	4,818	+4,818	new
226	Balance Wealth Partners LLC	$245K	4,500	0	no change
227	FARMERS & MERCHANTS INVESTMENTS INC	$239K	4,389	−202	trim
228	MIRABELLA FINANCIAL SERVICES LLP	$237K	4,345	+4,345	new
229	SIGNATUREFD, LLC	$236K	4,336	−305	trim
230	FORTRESS FINANCIAL GROUP, LLC	$235K	4,306	+26	add
231	Focus Partners Wealth	$229K	4,202	−3,362	trim
232	Optas, LLC	$229K	4,193	+626	add
233	Family Capital Management, Inc.	$226K	4,149	0	no change
234	FORA Capital, LLC	$220K	4,030	+4,030	new
235	Alley Investment Management Company, LLC	$219K	4,016	−677	trim
236	BARD ASSOCIATES INC	$218K	3,992	+3,270	add
237	Ensign Peak Advisors, Inc	$217K	3,987	0	no change
238	NorthCrest Asset Manangement, LLC	$216K	4,000	+173	add
239	SECURIAN ASSET MANAGEMENT, INC	$212K	3,887	0	no change
240	Capital Investment Advisors, LLC	$207K	3,794	+32	add
241	Aptus Capital Advisors, LLC	$201K	3,693	−1	trim
242	EntryPoint Capital, LLC	$201K	3,691	+3,691	new
243	TIEMANN INVESTMENT ADVISORS, LLC	$193K	3,550	0	no change
244	Caitong International Asset Management Co., Ltd	$189K	3,467	+3,464	add
245	EASTERN BANK	$142K	2,600	0	no change
246	QUADRANT CAPITAL GROUP LLC	$133K	2,433	−1,288	trim
247	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$98.3K	1,803	+589	add
248	Annis Gardner Whiting Capital Advisors, LLC	$96.0K	1,762	+1,762	new
249	MAI Capital Management	$90.2K	1,655	+549	add
250	NATIONAL BANK OF CANADA /FI/	$85.3K	1,566	−258	trim
251	UMB Bank, n.a.	$78.2K	1,435	+38	add
252	NOMURA ASSET MANAGEMENT CO LTD	$77.9K	1,430	0	no change
253	Aster Capital Management (DIFC) Ltd	$69.2K	1,691	+1,563	add
254	Opal Wealth Advisors, LLC	$55.9K	1,026	+1,026	new
255	TD Waterhouse Canada Inc.	$53.1K	973	+13	add
256	Hilton Head Capital Partners, LLC	$44.5K	817	−10	trim
257	Geneos Wealth Management Inc.	$44.5K	817	+8	add
258	BNP Paribas Asset Management Holding S.A.	$42.1K	772	+159	add
259	Parkside Financial Bank & Trust	$40.7K	746	−31	trim
260	Global Trust Asset Management, LLC	$39.7K	729	−104	trim
261	Mirae Asset Global Investments Co., Ltd.	$38.5K	707	+82	add
262	SHP Wealth Management	$35.5K	651	−524	trim
263	JNBA Financial Advisors	$34.3K	630	0	no change
264	Kemnay Advisory Services Inc.	$23.9K	438	+11	add
265	Bayforest Capital Ltd	$23.8K	436	−4,446	trim
266	True Wealth Design, LLC	$21.9K	402	+31	add
267	CALDWELL SUTTER CAPITAL, INC.	$21.9K	401	+316	add
268	Owl Creek Wealth Partners LLC	$21.3K	390	—	no prior
269	HighMark Wealth Management LLC	$17.5K	321	+4	add
270	Select Equity Group, L.P.	$17.0K	311	−499,717	trim
271	Westside Investment Management, Inc.	$16.1K	297	+2	add
272	New England Capital Financial Advisors LLC	$15.0K	274	+3	add
273	Federation des caisses Desjardins du Quebec	$14.6K	269	−475	trim
274	Larson Financial Group LLC	$13.5K	247	+236	add
275	Smartleaf Asset Management LLC	$12.7K	238	+142	add
276	Mitsubishi UFJ Asset Management Co., Ltd.	$12.7K	233	0	no change
277	Pinnacle Wealth Planning Services, Inc.	$11.0K	202	−40	trim
278	BEACON INVESTMENT ADVISORY SERVICES, INC.	$10.9K	200	+200	new
279	Kentucky Trust Co	$10.9K	200	0	no change
280	Optiver Holding B.V.	$9.8K	179	−408	trim
281	Bangor Savings Bank	$9.1K	167	0	no change
282	JONES FINANCIAL COMPANIES LLLP	$8.6K	158	+42	add
283	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$8.5K	156	+16	add
284	GHP Investment Advisors, Inc.	$8.3K	153	0	no change
285	Triumph Capital Management	$8.2K	150	−150	trim
286	Asset Dedication, LLC	$8.1K	149	0	no change
287	Clearstead Trust, LLC	$8.0K	147	−3	trim
288	ASSETMARK, INC	$7.7K	141	−58	trim
289	ALERUS FINANCIAL NA	$6.9K	127	0	no change
290	Leonteq Securities AG	$6.5K	120	+24	add
291	Keating Financial Advisory Services, Inc.	$6.5K	120	+98	add
292	Vermillion Wealth Management, Inc.	$6.4K	117	+1	add
293	CVA Family Office, LLC	$5.8K	107	+65	add
294	Bell Investment Advisors, Inc	$5.7K	104	0	no change
295	MTM Investment Management, LLC	$5.6K	102	0	no change
296	HHM Wealth Advisors, LLC	$5.5K	100	0	no change
297	Wilmington Savings Fund Society, FSB	$5.5K	100	0	no change
298	ELEVATION WEALTH PARTNERS, LLC	$5.5K	100	+100	new
299	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$4.7K	85	0	no change
300	TRUST CO OF TOLEDO NA /OH/	$4.5K	82	0	no change
301	Orion Capital Management LLC	$3.8K	69	0	no change
302	Intentional Wealth Strategies, LLC	$3.7K	68	—	no prior
303	MV CAPITAL MANAGEMENT, INC.	$3.0K	55	0	no change
304	Arax Advisory Partners	$3.0K	54	−3,293	trim
305	SBI Securities Co., Ltd.	$2.9K	53	−4	trim
306	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	$2.8K	51,544	−1,721	trim
307	Truvestments Capital LLC	$2.7K	50	0	no change
308	MCF Advisors LLC	$2.5K	46	—	no prior
309	BIRCHBROOK, INC.	$2.5K	45	0	no change
310	Physician Wealth Advisors, Inc.	$2.3K	43	−8	trim
311	HRT FINANCIAL LP	$2.2K	40,384	−5,632	trim
312	CANADA LIFE ASSURANCE Co	$2.0K	37,171	+175	add
313	SouthState Bank Corp	$1.9K	35	0	no change
314	Prestige Wealth Management Group LLC	$1.9K	34	0	no change
315	Sachetta, LLC	$1.9K	34	0	no change
316	LSV ASSET MANAGEMENT	$1.8K	32,160	+7,500	add
317	Private Wealth Management Group, LLC	$1.7K	32	−32	trim
318	Dogwood Wealth Management LLC	$1.7K	31	+30	add
319	Bank of New Hampshire	$1.6K	30	0	no change
320	Blue Trust, Inc.	$1.5K	28	0	no change
321	Johnson Financial Group, Inc.	$1.4K	26	0	no change
322	CENTRAL TRUST Co	$1.4K	25	0	no change
323	Kilter Group LLC	$1.4K	25	+25	new
324	ALGERT GLOBAL LLC	$1.3K	24,480	+24,480	new
325	Virtu Financial LLC	$1.3K	23,256	+23,256	new
326	AMALGAMATED BANK	$1.3K	23,098	+600	add
327	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	$1.1K	20	+20	new
328	Manchester Capital Management LLC	$1.1K	20	+20	new
329	JFS WEALTH ADVISORS, LLC	$1.1K	20	−17	trim
330	Rialto Wealth Management, LLC	$1.0K	19	−3	trim
331	Vanguard National Trust Co	$927	17	—	no prior
332	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	$886	16,252	+16,252	new
333	Clearstead Advisors, LLC	$818	15	−168	trim
334	GSA CAPITAL PARTNERS LLP	$812	14,891	+14,891	new
335	Cassaday & Co Wealth Management LLC	$763	14	+14	new
336	THRIVENT FINANCIAL FOR LUTHERANS	$656	12,039	+6	add
337	Frazier Financial Advisors, LLC	$654	12	+12	new
338	Godfrey Financial Associates, Inc.	$654	12	0	no change
339	South Dakota Investment Council	$612	11,236	−284	trim
340	NEW MEXICO EDUCATIONAL RETIREMENT BOARD	$605	11,100	0	no change
341	Financial Perspectives, Inc	$527	10	0	no change
342	TFC Financial Management, Inc.	$491	9	+9	new
343	DiNuzzo Private Wealth, Inc.	$436	8	−4	trim
344	SJS Investment Consulting Inc.	$382	7	−33	trim
345	State of Alaska, Department of Revenue	$374	6,874	+1,550	add
346	ACADIAN ASSET MANAGEMENT LLC	$369	6,790	−3,468	trim
347	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	$288	5,276	0	no change
348	HFM Investment Advisors, LLC	$109	2	−2	trim
349	KBC Group NV	$97	1,771	0	no change
350	HARBOR CAPITAL ADVISORS, INC.	$27	492	+50	add
351	Avion Wealth	$2	51	0	no change
352	Navigoe, LLC	$1	27	0	no change
353	VANGUARD GROUP INC	—	—	−5,555,077	exit
354	&PARTNERS	—	—	−3,535	exit
355	Laird Norton Wetherby Trust Company, LLC	—	—	−3,602	exit
356	DANSKE BANK A/S	—	—	−500	exit
357	HARBOUR INVESTMENTS, INC.	—	—	−101	exit
358	COMERICA BANK	—	—	−41,939	exit
359	MACKENZIE FINANCIAL CORP	—	—	−3,466	exit
360	VIRGINIA RETIREMENT SYSTEMS ET Al	—	—	−11,200	exit
361	NATIXIS ADVISORS, LLC	—	—	−10,528	exit
362	CIBC WORLD MARKETS CORP	—	—	−3,529	exit
363	FULLER & THALER ASSET MANAGEMENT, INC.	—	—	−2,575,408	exit
364	COLDSTREAM CAPITAL MANAGEMENT INC	—	—	−3,194	exit
365	GATEWAY INVESTMENT ADVISERS LLC	—	—	−6,357	exit
366	RBF Capital, LLC	—	—	−12,000	exit
367	CIBC Private Wealth Group LLC	—	—	−91	exit
368	Magnetar Financial LLC	—	—	−56,150	exit
369	NORGES BANK	—	—	−24,006	exit
370	Walleye Trading LLC	—	—	−80,753	exit
371	J.W. COLE ADVISORS, INC.	—	—	−3,492	exit
372	CIBC WORLD MARKET INC.	—	—	−3,731	exit
373	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	—	—	−28,447	exit
374	Verition Fund Management LLC	—	—	−11,790	exit
375	DekaBank Deutsche Girozentrale	—	—	−2,594	exit
376	TWO SIGMA ADVISERS, LP	—	—	−467,200	exit
377	Transamerica Financial Advisors, LLC	—	—	−4	exit
378	SUMMIT SECURITIES GROUP LLC	—	—	−2,200	exit
379	Edgestream Partners, L.P.	—	—	−31,468	exit
380	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	—	—	−76,223	exit
381	Vestcor Inc	—	—	−1,649	exit
382	JANE STREET GROUP, LLC	—	—	−21,061	exit
383	Friedenthal Financial	—	—	−16,045	exit
384	Sequoia Financial Advisors, LLC	—	—	−3,871	exit
385	Caprock Group, LLC	—	—	−11,623	exit
386	FINANCIAL CONSULATE, INC	—	—	−15	exit
387	KESTRA PRIVATE WEALTH SERVICES, LLC	—	—	−11,917	exit
388	Versor Investments LP	—	—	−7,648	exit
389	Ilmarinen Mutual Pension Insurance Co	—	—	−11,506	exit
390	Schonfeld Strategic Advisors LLC	—	—	−12,493	exit
391	Centiva Capital, LP	—	—	−7,147	exit
392	Independent Advisor Alliance	—	—	−3,376	exit
393	Counterpoint Mutual Funds LLC	—	—	−7,960	exit
394	Silver Heights Capital Management Inc	—	—	−210,272	exit
395	DV Trading LLC	—	—	−200	exit
396	Neo Ivy Capital Management	—	—	−4,784	exit
397	Blueshift Asset Management, LLC	—	—	−4,667	exit
398	IFG Advisory, LLC	—	—	−53,550	exit
399	Global Retirement Partners, LLC	—	—	−82	exit
400	Y-Intercept (Hong Kong) Ltd	—	—	−22,553	exit
401	Realta Investment Advisors	—	—	−76	exit
402	PACES FERRY WEALTH ADVISORS, LLC	—	—	−4,303	exit
403	INCEPTIONR LLC	—	—	−4,526	exit
404	EMC Capital Management	—	—	−745	exit
405	Koss-Olinger Consulting, LLC	—	—	−31,704	exit
406	Union Heritage Capital, LLC	—	—	−10,731	exit
407	AlphaQuest LLC	—	—	−12,165	exit
408	PharVision Advisers, LLC	—	—	−4,711	exit
409	HB Wealth Management, LLC	—	—	−3,185	exit
410	SageView Advisory Group, LLC	—	—	−121	exit
411	Dunhill Financial, LLC	—	—	−1	exit
412	Stephens Consulting, LLC	—	—	−910	exit
413	Quarry LP	—	—	−360	exit
414	Sivia Capital Partners, LLC	—	—	−3,592	exit
415	Accordant Advisory Group Inc	—	—	−1	exit
416	Havemeyer Place LP	—	—	−7,428	exit
417	Massar Capital Management, LP	—	—	−3,215	exit
418	Fieldview Capital Management, LLC	—	—	−16,328	exit
419	MidFirst Bank	—	—	−45	exit
420	EVOLVE PRIVATE WEALTH, LLC	—	—	−3,462	exit
421	Forty-three Eighteen Advisors, LLC	—	—	−31,988	exit

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

Congress ↔ notable managers · PII

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 Bridgewater Associates, Caxton Associates $5.9M held
Trimming: 1 Gotham Asset Management $38.5M held

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

Merged timeline of congressional filings and notable-manager moves on PII
Date	Who	Change	Size
2026-05-15	Bridgewater Associates 13F	add	+12,925 sh
2026-05-15	Gotham Asset Management 13F	trim	−347 sh
2026-05-14	Caxton Associates 13F	add	+1,873 sh

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

7 members of Congress disclosed PII — the congressional view ↗