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 ↗

RB GLOBAL INC · common stock · Q1 2026 · 9 members disclosed RBA ↗

13F filers reporting this class for the quarter ended 2026-03-31: 434
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $15.9B
holders whose share count rose or who opened the position (new + add), by shares: 213
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 47

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 RBA ranked by reported value, 1–25 of 487 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$1.5B	15,428,970	+410,378	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$1.3B	13,308,377	—	NO PRIOR
3	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$1.1B	11,240,652	+348,466	ADD
4	EdgePoint Investment Group Inc.	$845M	8,812,865	+1,111,217	ADD
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$806M	8,412,449	—	NO PRIOR
6	FIL Ltd	$599M	6,245,775	−2,396,611	TRIM
7	STATE STREET CORP	$599M	6,244,885	−45,755	TRIM
8	GEODE CAPITAL MANAGEMENT, LLC	$485M	5,070,753	+69,856	ADD
9	ROYAL BANK OF CANADA	$483M	5,043,648	+591,617	ADD
10	Vontobel Holding Ltd.	$424M	4,418,417	−160,799	TRIM
11	Janus Henderson Group Ltd.	$419M	4,371,610	+285,713	ADD
12	Fiera Capital Corp	$353M	3,692,061	−465,924	TRIM
13	1832 Asset Management L.P.	$333M	3,469,699	−31,078	TRIM
14	FMR LLC	$291M	3,031,968	−503,622	TRIM
15	VANGUARD FIDUCIARY TRUST CO	$267M	2,786,156	—	NO PRIOR
16	BANK OF MONTREAL /CAN/	$242M	2,526,563	+50,855	ADD
17	COOKE & BIELER LP	$240M	2,502,172	+46,219	ADD
18	ADAGE CAPITAL PARTNERS GP, L.L.C.	$217M	2,260,145	+1,726,524	ADD
19	Boston Partners	$211M	2,197,424	−402,722	TRIM
20	LAZARD ASSET MANAGEMENT LLC	$210M	2,191,875	+2,191,875	NEW
21	Invesco Ltd.	$195M	2,032,470	−914,508	TRIM
22	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$185M	1,929,135	+452,108	ADD
23	RAYMOND JAMES FINANCIAL INC	$177M	1,864,988	−361,874	TRIM
24	WELLINGTON MANAGEMENT GROUP LLP	$168M	1,762,259	−378,140	TRIM
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$155M	1,614,829	+70,268	ADD

Show all 487 holders

13F holders of RBA ranked by reported value, 26–487 of 487 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$145M	1,510,029	−900,108	TRIM
27	BANK OF AMERICA CORP /DE/	$139M	1,452,438	+104,560	ADD
28	MACKENZIE FINANCIAL CORP	$134M	1,399,118	+448,848	ADD
29	TD ASSET MANAGEMENT INC	$126M	1,320,576	+171,068	ADD
30	NORTHERN TRUST CORP	$123M	1,287,993	−23,519	TRIM
31	RIVERBRIDGE PARTNERS LLC	$122M	1,275,384	−225,982	TRIM
32	Ancora Advisors LLC	$118M	1,228,190	+99,696	ADD
33	SAMLYN CAPITAL, LLC	$113M	1,176,340	−204,861	TRIM
34	Connor, Clark & Lunn Investment Management Ltd.	$108M	1,122,092	+217,179	ADD
35	CIBC Asset Management Inc	$103M	1,057,548	+78,940	ADD
36	BAHL & GAYNOR INC	$98.4M	1,026,876	+1,026,876	NEW
37	Bank of New York Mellon Corp	$98.4M	1,026,321	−19,589	TRIM
38	Legal & General Group Plc	$95.9M	1,003,149	−4,491	TRIM
39	MORGAN STANLEY	$93.0M	970,396	+159,606	ADD
40	Vanguard Global Advisers, LLC	$78.5M	818,870	—	NO PRIOR
41	DIMENSIONAL FUND ADVISORS LP	$75.3M	785,618	+57,870	ADD
42	BW Gestao de Investimentos Ltda.	$69.5M	725,236	−60,711	TRIM
43	Holocene Advisors, LP	$66.8M	697,327	−142,037	TRIM
44	ArrowMark Colorado Holdings LLC	$65.0M	678,367	+161,713	ADD
45	Swiss National Bank	$59.8M	624,943	+132,900	ADD
46	CIDEL ASSET MANAGEMENT INC	$57.3M	599,791	+267,372	ADD
47	BLAIR WILLIAM & CO/IL	$54.7M	570,387	−181,492	TRIM
48	WESTWOOD HOLDINGS GROUP INC	$54.5M	568,542	+568,542	NEW
49	Nuveen, LLC	$51.4M	536,465	+74,457	ADD
50	EVENTIDE ASSET MANAGEMENT, LLC	$50.6M	528,143	+548	ADD
51	ROYCE & ASSOCIATES LP	$48.0M	500,659	+79,954	ADD
52	AMERIPRISE FINANCIAL INC	$47.2M	490,100	−91,185	TRIM
53	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$46.4M	483,961	−205,895	TRIM
54	RHUMBLINE ADVISERS	$45.3M	472,852	+10,378	ADD
55	Allspring Global Investments Holdings, LLC	$45.2M	467,816	+25,288	ADD
56	Blue Grotto Capital, LLC	$43.1M	450,000	+450,000	NEW
57	PRINCIPAL FINANCIAL GROUP INC	$39.7M	414,530	+15,253	ADD
58	UBS Group AG	$38.2M	398,932	−2,698	TRIM
59	HAWK RIDGE CAPITAL MANAGEMENT LP	$38.0M	396,700	+396,700	NEW
60	Champlain Investment Partners, LLC	$35.4M	369,218	−104,643	TRIM
61	Covalis Capital LLP	$34.4M	359,281	+66,539	ADD
62	DEUTSCHE BANK AG\	$33.4M	348,073	+3,398	ADD
63	Walleye Capital LLC	$32.7M	340,935	+55,057	ADD
64	Retirement Systems of Alabama	$32.5M	338,561	+4,787	ADD
65	Alyeska Investment Group, L.P.	$31.6M	329,170	−472,837	TRIM
66	NATIONAL BANK OF CANADA /FI/	$31.4M	331,703	−36,055	TRIM
67	Amundi	$30.2M	315,134	+71,426	ADD
68	VANGUARD ASSET MANAGEMENT, Ltd	$30.1M	314,209	—	NO PRIOR
69	ENVESTNET ASSET MANAGEMENT INC	$29.5M	308,119	+4,873	ADD
70	SEI INVESTMENTS CO	$29.1M	303,912	−85,243	TRIM
71	Arvin Capital Management LP	$28.8M	300,500	+144,504	ADD
72	BALYASNY ASSET MANAGEMENT L.P.	$27.6M	287,666	+209,312	ADD
73	INTACT INVESTMENT MANAGEMENT INC.	$26.9M	280,882	+20,730	ADD
74	SCHRODER INVESTMENT MANAGEMENT GROUP	$25.5M	270,226	+270,226	NEW
75	ALLIANCEBERNSTEIN L.P.	$25.3M	246,052	−1,908	TRIM
76	BANK OF NOVA SCOTIA	$24.2M	252,859	−17,807	TRIM
77	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$23.6M	246,209	+7,559	ADD
78	Woodline Partners LP	$23.6M	246,106	−194,173	TRIM
79	CITADEL ADVISORS LLC	$23.6M	245,992	+190,223	ADD
80	TD Waterhouse Canada Inc.	$22.1M	246,485	+125,990	ADD
81	ProShare Advisors LLC	$21.9M	228,444	−105,800	TRIM
82	Point72 Asset Management, L.P.	$21.7M	226,830	+226,830	NEW
83	NICHOLAS COMPANY, INC.	$20.2M	210,742	−146	TRIM
84	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$19.9M	207,778	+17,489	ADD
85	Federation des caisses Desjardins du Quebec	$19.4M	204,798	+76,160	ADD
86	TORONTO DOMINION BANK	$18.5M	193,431	+44,713	ADD
87	HORIZON KINETICS ASSET MANAGEMENT LLC	$17.9M	186,731	+79,104	ADD
88	Oasis Management Co Ltd.	$17.6M	183,244	0	NO CHANGE
89	Northwest & Ethical Investments L.P.	$16.1M	168,303	−2,262	TRIM
90	STIFEL FINANCIAL CORP	$15.9M	165,463	+47,574	ADD
91	LPL Financial LLC	$15.4M	160,867	+16,945	ADD
92	AVIVA PLC	$15.3M	159,800	+4,306	ADD
93	OPPENHEIMER ASSET MANAGEMENT INC.	$15.1M	158,018	−15,340	TRIM
94	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$15.1M	157,344	−4,468	TRIM
95	MONTRUSCO BOLTON INVESTMENTS INC.	$14.9M	155,700	−11,710	TRIM
96	MOORE CAPITAL MANAGEMENT, LP	$14.0M	146,520	−159,037	TRIM
97	Running Oak Capital LLC	$13.7M	142,918	−9,098	TRIM
98	Gotham Asset Management, LLC	$13.5M	141,054	−70,713	TRIM
99	Onex Canada Asset Management Inc.	$12.9M	134,149	+5,258	ADD
100	Quantinno Capital Management LP	$12.8M	133,885	+62,660	ADD
101	WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD	$12.7M	132,147	−7,148	TRIM
102	Korea Investment CORP	$12.4M	129,979	+69,424	ADD
103	Hillsdale Investment Management Inc.	$12.3M	128,100	+43,975	ADD
104	PRUDENTIAL FINANCIAL INC	$11.5M	120,166	+16,838	ADD
105	WELLS FARGO & COMPANY/MN	$10.5M	109,342	+59,237	ADD
106	Addenda Capital Inc.	$10.3M	77,000	0	NO CHANGE
107	MILLENNIUM MANAGEMENT LLC	$9.9M	102,990	−593,523	TRIM
108	Pictet Asset Management Holding SA	$9.8M	102,372	−4,258	TRIM
109	Sone Capital Management, LLC	$9.6M	100,501	+100,501	NEW
110	Mawer Investment Management Ltd.	$9.6M	99,691	−21,608	TRIM
111	CIBC WORLD MARKET INC.	$9.4M	98,498	−14,918	TRIM
112	Dundas Partners LLP	$9.2M	96,452	−856	TRIM
113	NEW YORK STATE COMMON RETIREMENT FUND	$9.2M	95,848	0	NO CHANGE
114	Vanguard Investments Australia, Ltd.	$8.9M	92,631	—	NO PRIOR
115	MetLife Investment Management, LLC	$8.8M	91,849	+577	ADD
116	Cinctive Capital Management LP	$8.8M	91,666	+91,666	NEW
117	Aviso Financial Inc.	$8.7M	91,317	−8,114	TRIM
118	K.J. Harrison & Partners Inc	$8.5M	88,738	−4,985	TRIM
119	AGF MANAGEMENT LTD	$8.4M	88,046	−86,536	TRIM
120	Nitorum Capital, L.P.	$8.0M	83,881	−192,239	TRIM
121	Zurcher Kantonalbank (Zurich Cantonalbank)	$7.9M	82,526	+4,144	ADD
122	APG Asset Management N.V.	$7.6M	91,843	−1,828	TRIM
123	TWO SIGMA INVESTMENTS, LP	$7.6M	79,396	−67,864	TRIM
124	RICE HALL JAMES & ASSOCIATES, LLC	$7.0M	72,821	+1,631	ADD
125	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$6.8M	71,161	−6,120	TRIM
126	Marks Group Wealth Management, Inc	$6.4M	66,966	−10,712	TRIM
127	MidFirst Bank	$6.4M	66,926	+493	ADD
128	BANK OF NOVA SCOTIA TRUST CO	$6.3M	65,549	−4,089	TRIM
129	INTECH INVESTMENT MANAGEMENT LLC	$6.2M	64,334	−193,327	TRIM
130	TECTONIC ADVISORS LLC	$5.9M	61,721	+1,854	ADD
131	BARCLAYS PLC	$5.8M	60,292	−74,683	TRIM
132	PEREGRINE CAPITAL MANAGEMENT LLC	$5.8M	60,281	−2,656	TRIM
133	FRANKLIN RESOURCES INC	$5.6M	58,783	+5,824	ADD
134	STATE OF WISCONSIN INVESTMENT BOARD	$5.6M	58,523	−6,400	TRIM
135	Long Road Investment Counsel, LLC	$5.6M	58,140	+2,300	ADD
136	Cornerstone Advisors, LLC	$5.4M	56,562	+56,562	NEW
137	YOUSIF CAPITAL MANAGEMENT, LLC	$5.4M	56,022	−2,772	TRIM
138	CITIGROUP INC	$5.3M	55,425	−121,733	TRIM
139	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$5.1M	53,721	−10,788	TRIM
140	SCOTIA CAPITAL INC.	$5.1M	53,485	−3,864	TRIM
141	PICTON MAHONEY ASSET MANAGEMENT	$5.0M	52,544	+47,926	ADD
142	AQR CAPITAL MANAGEMENT LLC	$4.9M	51,054	−18,680	TRIM
143	AMERICAN CENTURY COMPANIES INC	$4.8M	50,490	+421	ADD
144	Alberta Investment Management Corp	$4.8M	49,801	−36,299	TRIM
145	KLEIN PAVLIS & PEASLEY FINANCIAL, INC.	$4.6M	48,035	+2,318	ADD
146	MFF Capital Investments Ltd	$4.6M	47,847	+36,000	ADD
147	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$4.5M	46,526	+58	ADD
148	Creative Planning	$4.4M	46,389	+797	ADD
149	Lansforsakringar Fondforvaltning AB (publ)	$4.4M	45,546	+199	ADD
150	STATE OF MICHIGAN RETIREMENT SYSTEM	$4.3M	44,700	+800	ADD
151	Man Group plc	$4.3M	44,578	+18,253	ADD
152	Oliver Luxxe Assets LLC	$4.2M	43,643	+12,260	ADD
153	Bridgewater Associates, LP	$4.0M	42,253	+42,253	NEW
154	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$4.0M	41,600	+54	ADD
155	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$3.7M	38,138	+1,247	ADD
156	Blackstone Inc.	$3.5M	36,102	+36,102	NEW
157	Cetera Investment Advisers	$3.4M	35,877	−13,663	TRIM
158	Atria Investments, Inc	$3.3M	34,820	+384	ADD
159	PALISADE CAPITAL MANAGEMENT, LP	$3.3M	34,288	−7,027	TRIM
160	Ameritas Investment Partners, Inc.	$3.3M	34,208	+177	ADD
161	New Age Alpha Advisors, LLC	$3.0M	31,385	−735	TRIM
162	SEB Asset Management AB	$3.0M	31,371	—	NO PRIOR
163	Utah Retirement Systems	$2.9M	30,120	−500	TRIM
164	Swiss Life Asset Management Ltd	$2.9M	29,819	−417	TRIM
165	FORMULA GROWTH LTD	$2.7M	27,708	−2,555	TRIM
166	ARMSTRONG HENRY H ASSOCIATES INC	$2.6M	27,034	+3,979	ADD
167	2Xideas AG	$2.6M	26,778	+2,758	ADD
168	COMMERCE BANK	$2.6M	26,767	+14,644	ADD
169	Investment Management Corp of Ontario	$2.5M	26,431	+3,700	ADD
170	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$2.5M	25,900	+25,900	NEW
171	BNP Paribas Asset Management Holding S.A.	$2.4M	25,391	+21,552	ADD
172	Vanguard Personalized Indexing Management, LLC	$2.4M	25,373	+339	ADD
173	XPONANCE LLC	$2.3M	23,517	+4,955	ADD
174	BRIDGES INVESTMENT MANAGEMENT INC	$2.0M	21,363	+1,336	ADD
175	US BANCORP \DE\	$2.0M	21,288	+2,628	ADD
176	Mariner, LLC	$2.0M	20,766	−2,388	TRIM
177	Corient Private Wealth LLC	$2.0M	20,802	−23,154	TRIM
178	VOYA INVESTMENT MANAGEMENT LLC	$2.0M	20,425	−7,484	TRIM
179	KORNITZER CAPITAL MANAGEMENT INC /KS	$1.9M	20,000	0	NO CHANGE
180	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$1.9M	19,453	+19,453	NEW
181	Y-Intercept (Hong Kong) Ltd	$1.8M	18,957	+18,957	NEW
182	TRUIST FINANCIAL CORP	$1.8M	18,834	+4,562	ADD
183	AXQ CAPITAL, LP	$1.8M	18,659	+10,783	ADD
184	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.8M	18,374	−40,447	TRIM
185	STEPHENS INC /AR/	$1.7M	18,248	+15,373	ADD
186	FIRST TRUST ADVISORS LP	$1.7M	18,213	−1,566	TRIM
187	POSTROCK PARTNERS LLC	$1.7M	17,780	0	NO CHANGE
188	BENJAMIN EDWARDS INC	$1.7M	17,780	+739	ADD
189	Genus Capital Management Inc.	$1.7M	17,750	+17,750	NEW
190	Zurich Insurance Group Ltd/FI	$1.7M	17,600	0	NO CHANGE
191	JANE STREET GROUP, LLC	$1.7M	17,345	+9,677	ADD
192	Diversified Trust Co	$1.6M	16,786	−12,318	TRIM
193	Burkett Asset Management Ltd	$1.6M	16,294	−6,190	TRIM
194	Caprock Group, LLC	$1.5M	16,014	+770	ADD
195	MANCHESTER FINANCIAL INC	$1.5M	15,306	+444	ADD
196	Ascent Group, LLC	$1.4M	15,038	−2,287	TRIM
197	PEAK6 LLC	$1.4M	14,909	+14,909	NEW
198	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$1.4M	14,803	−5,184	TRIM
199	Bank Julius Baer & Co. Ltd, Zurich	$1.4M	14,657	−948	TRIM
200	Havemeyer Place LP	$1.4M	14,184	+8,976	ADD
201	Crossmark Global Holdings, Inc.	$1.3M	13,843	—	NO PRIOR
202	RITHOLTZ WEALTH MANAGEMENT	$1.3M	13,816	−8,348	TRIM
203	PCJ Investment Counsel Ltd.	$1.3M	13,735	−68,955	TRIM
204	SECURIAN ASSET MANAGEMENT, INC	$1.3M	13,687	+155	ADD
205	CAPSTONE INVESTMENT ADVISORS, LLC	$1.3M	13,561	+5,657	ADD
206	FEDERATED HERMES, INC.	$1.3M	13,439	−3,986	TRIM
207	GUGGENHEIM CAPITAL LLC	$1.3M	13,243	+9,440	ADD
208	Vestmark Advisory Solutions, Inc.	$1.3M	13,090	+4,077	ADD
209	Kerrisdale Advisers, LLC	$1.2M	12,897	+12,897	NEW
210	Avanza Fonder AB	$1.2M	9,075	0	NO CHANGE
211	HighTower Advisors, LLC	$1.2M	12,510	−1,389	TRIM
212	Pathstone Holdings, LLC	$1.2M	12,115	+791	ADD
213	TWIN CAPITAL MANAGEMENT INC	$1.1M	11,994	+213	ADD
214	Daiwa Securities Group Inc.	$1.1M	11,755	+940	ADD
215	Legacy Wealth Asset Management, LLC	$1.1M	11,588	+4,094	ADD
216	PUBLIC SECTOR PENSION INVESTMENT BOARD	$1.1M	11,434	+643	ADD
217	Avior Wealth Management, LLC	$1.1M	11,398	+747	ADD
218	QUADRANT CAPITAL GROUP LLC	$1.1M	11,328	+326	ADD
219	Invst, LLC	$1.1M	11,206	+11,206	NEW
220	PERSONAL CFO SOLUTIONS, LLC	$1.1M	11,192	+96	ADD
221	OSAIC HOLDINGS, INC.	$1.0M	10,852	+2,037	ADD
222	MML INVESTORS SERVICES, LLC	$1.0M	10,836	−3,649	TRIM
223	Coyle Financial Counsel LLC	$989K	10,323	−1,037	TRIM
224	QRG CAPITAL MANAGEMENT, INC.	$954K	9,948	+1,419	ADD
225	Summit Trail Advisors, LLC	$944K	9,850	+3,697	ADD
226	ROYAL LONDON ASSET MANAGEMENT LTD	$868K	9,054	0	NO CHANGE
227	Maryland State Retirement & Pension System	$864K	9,009	0	NO CHANGE
228	VICTORY CAPITAL MANAGEMENT INC	$832K	8,680	+2,087	ADD
229	MERCER GLOBAL ADVISORS INC /ADV	$804K	8,386	+2,184	ADD
230	Ensign Peak Advisors, Inc	$793K	8,300	−1,200	TRIM
231	Concurrent Investment Advisors, LLC	$755K	7,880	−474	TRIM
232	&PARTNERS	$746K	7,788	−754	TRIM
233	EXCHANGE TRADED CONCEPTS, LLC	$735K	7,667	+848	ADD
234	Tower Research Capital LLC (TRC)	$724K	7,554	−792	TRIM
235	DIVERSIFIED MANAGEMENT INC	$684K	7,138	+3,138	ADD
236	Osmosis Investment Management UK Ltd	$670K	6,986	+6,986	NEW
237	MEMBERS WEALTH LLC	$669K	6,515	0	NO CHANGE
238	Pinnacle Financial Partners, Inc.	$637K	6,650	+51	ADD
239	Values First Advisors, Inc.	$635K	6,627	+26	ADD
240	Sanctuary Advisors, LLC	$622K	6,486	+1,805	ADD
241	Assenagon Asset Management S.A.	$621K	6,493	−96	TRIM
242	Dynamic Advisor Solutions LLC	$602K	6,278	+754	ADD
243	Ashton Thomas Private Wealth, LLC	$595K	6,208	−121	TRIM
244	SHELTON CAPITAL MANAGEMENT	$584K	6,096	−184	TRIM
245	Vident Advisory, LLC	$581K	6,057	+403	ADD
246	Sterling Capital Management LLC	$570K	5,952	−4,450	TRIM
247	Brooklyn Investment Group	$569K	5,940	+2,706	ADD
248	SEEDS INVESTOR LLC	$565K	5,465	+615	ADD
249	Mutual Advisors, LLC	$563K	5,871	−139	TRIM
250	Ethic Inc.	$555K	5,787	+1,813	ADD
251	Voya Financial Advisors, Inc.	$549K	5,804	−548	TRIM
252	CIBC Bancorp USA Inc.	$533K	5,565	—	NO PRIOR
253	ARISTEIA CAPITAL, L.L.C.	$531K	5,541	+415	ADD
254	M&T BANK CORP	$528K	5,512	−355	TRIM
255	Engineers Gate Manager LP	$527K	5,500	+1,036	ADD
256	Curi Capital, LLC	$524K	5,471	+16	ADD
257	NewEdge Advisors, LLC	$521K	5,431	+5,431	NEW
258	XTX Topco Ltd	$517K	5,391	−272	TRIM
259	North Dakota State Investment Board	$513K	5,357	−1,180	TRIM
260	SIGNATUREFD, LLC	$507K	5,293	+155	ADD
261	Callan Family Office, LLC	$507K	5,287	−774	TRIM
262	Cumberland Partners Ltd	$507K	5,300	+1,600	ADD
263	Harvest Portfolios Group Inc.	$501K	5,222	+232	ADD
264	Magnetar Financial LLC	$488K	5,091	−2,345	TRIM
265	Wilmington Savings Fund Society, FSB	$477K	4,980	+30	ADD
266	CREDIT AGRICOLE S A	$457K	4,773	+431	ADD
267	COMMONWEALTH EQUITY SERVICES, LLC	$454K	4,739	−390	TRIM
268	PROFUND ADVISORS LLC	$445K	4,647	+505	ADD
269	Laird Norton Wetherby Trust Company, LLC	$435K	4,542	+536	ADD
270	Sequoia Financial Advisors, LLC	$416K	4,341	−197	TRIM
271	UniSuper Management Pty Ltd	$414K	3,100	0	NO CHANGE
272	Cerity Partners LLC	$413K	4,313	+427	ADD
273	Meiji Yasuda Asset Management Co Ltd.	$410K	4,276	+5	ADD
274	Sunpointe, LLC	$410K	4,274	0	NO CHANGE
275	Naviter Wealth, LLC	$399K	4,162	+2	ADD
276	WINTON GROUP Ltd	$397K	4,143	+4,143	NEW
277	NewEdge Wealth, LLC	$384K	4,010	+4,010	NEW
278	WEALTH ALLIANCE, LLC	$376K	3,928	+186	ADD
279	Jefferies Financial Group Inc.	$376K	3,925	+3,925	NEW
280	Parkside Financial Bank & Trust	$373K	3,895	−29	TRIM
281	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$369K	3,754	−1,712	TRIM
282	FIFTH THIRD BANCORP	$363K	3,791	+1,670	ADD
283	Metis Global Partners, LLC	$361K	3,774	−4	TRIM
284	iSAM Funds (UK) Ltd	$360K	3,754	−6,842	TRIM
285	Savant Capital, LLC	$358K	3,730	+379	ADD
286	Plato Investment Management Ltd	$352K	3,677	0	NO CHANGE
287	Advisor OS, LLC	$346K	3,608	−3,691	TRIM
288	Baron Wealth Management LLC	$341K	3,553	0	NO CHANGE
289	EVERGREEN CAPITAL MANAGEMENT LLC	$333K	3,475	−2,153	TRIM
290	Rockefeller Capital Management L.P.	$332K	3,460	+1,148	ADD
291	Blueshift Asset Management, LLC	$329K	3,435	+3,435	NEW
292	Chicago Partners Investment Group LLC	$322K	3,138	+355	ADD
293	KEYBANK NATIONAL ASSOCIATION/OH	$322K	3,359	−614	TRIM
294	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	$321K	3,353	+2,160	ADD
295	HB Wealth Management, LLC	$307K	3,198	+461	ADD
296	Citizens Business Bank	$269K	2,809	0	NO CHANGE
297	OSLO PENSJONSFORSIKRING AS	$268K	2,800	—	NO PRIOR
298	Tidal Investments LLC	$267K	2,783	−1,987	TRIM
299	Vise Technologies, Inc.	$262K	2,551	0	NO CHANGE
300	USS Investment Management Ltd	$259K	2,696	+2,696	NEW
301	Rafferty Asset Management, LLC	$251K	2,616	−505	TRIM
302	Cypress Wealth Services, LLC	$245K	2,557	+10	ADD
303	MGO ONE SEVEN LLC	$244K	2,544	−1,066	TRIM
304	ASR Vermogensbeheer N.V.	$241K	2,526	0	NO CHANGE
305	AE Wealth Management LLC	$240K	2,497	+126	ADD
306	Ridgewood Investments LLC	$236K	2,463	—	NO PRIOR
307	DV Trading LLC	$236K	2,458	+1,758	ADD
308	UMB Bank, n.a.	$232K	2,425	−126	TRIM
309	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$229K	2,385	+2,385	NEW
310	CWM, LLC	$226K	2,354	+105	ADD
311	Kestra Advisory Services, LLC	$225K	2,353	−529	TRIM
312	Farringdon Capital, Ltd.	$224K	2,335	−1,251	TRIM
313	Candriam S.C.A.	$222K	2,320	+199	ADD
314	Purpose Unlimited Inc.	$221K	2,336	+2,135	ADD
315	Allianz Asset Management GmbH	$217K	2,266	−7,345	TRIM
316	Kathmere Capital Management, LLC	$216K	2,251	−1,139	TRIM
317	Paragon Capital Management Ltd	$214K	2,232	0	NO CHANGE
318	Wedmont Private Capital	$211K	2,116	+125	ADD
319	Net Worth Advisory Group	$211K	2,199	−295	TRIM
320	SIMPLEX TRADING, LLC	$209K	2,180	−635	TRIM
321	Envestnet Portfolio Solutions, Inc.	$209K	2,180	−1,284	TRIM
322	PDS Planning, Inc	$206K	2,146	+17	ADD
323	COLDSTREAM CAPITAL MANAGEMENT INC	$206K	2,144	+58	ADD
324	SBI Okasan Asset Management Co.Ltd.	$189K	2,000	0	NO CHANGE
325	Blue Trust, Inc.	$186K	1,936	−83	TRIM
326	Smartleaf Asset Management LLC	$183K	1,942	−388	TRIM
327	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$160K	1,672	−149	TRIM
328	ARCADIA INVESTMENT MANAGEMENT CORP/MI	$158K	1,650	0	NO CHANGE
329	Atlantic Union Bankshares Corp	$154K	1,603	0	NO CHANGE
330	Addison Advisors LLC	$149K	1,556	−8	TRIM
331	Archer Investment Corp	$128K	1,337	0	NO CHANGE
332	Walleye Trading LLC	$124K	1,295	+1,295	NEW
333	Asset Dedication, LLC	$120K	1,249	0	NO CHANGE
334	HighMark Wealth Management LLC	$115K	1,205	0	NO CHANGE
335	ASSETMARK, INC	$106K	1,111	+369	ADD
336	Caitong International Asset Management Co., Ltd	$105K	1,092	+1,091	ADD
337	MATHER GROUP, LLC.	$98.2K	1,025	+1,025	NEW
338	WOLVERINE ASSET MANAGEMENT LLC	$96.9K	1,011	0	NO CHANGE
339	TFC Financial Management, Inc.	$95.9K	1,001	0	NO CHANGE
340	Axiom Investment Management LLC	$76.4K	797	—	NO PRIOR
341	SFAM, LLC	$76.4K	797	0	NO CHANGE
342	NISA INVESTMENT ADVISORS, LLC	$63.3K	660	−375	TRIM
343	Murphy & Mullick Capital Management Corp	$63.1K	658	0	NO CHANGE
344	Allworth Financial LP	$58.1K	606	+402	ADD
345	Pinnacle Wealth Planning Services, Inc.	$55.7K	581	+524	ADD
346	Arax Advisory Partners	$53.6K	559	−86	TRIM
347	BEACON INVESTMENT ADVISORY SERVICES, INC.	$48.9K	510	+510	NEW
348	Longview Financial Advisors LLC	$47.6K	497	0	NO CHANGE
349	State of Wyoming	$43.1K	450	−16	TRIM
350	Cassaday & Co Wealth Management LLC	$43.1K	450	+450	NEW
351	Steward Partners Investment Advisory, LLC	$42.5K	444	−82	TRIM
352	NATIXIS ADVISORS, LLC	$38.2K	398,299	+370,384	ADD
353	MAI Capital Management	$36.5K	381	−107	TRIM
354	Geneos Wealth Management Inc.	$33.5K	350	0	NO CHANGE
355	Clearstead Advisors, LLC	$33.4K	348	−724	TRIM
356	Eurizon Capital SGR S.p.A.	$31.7K	334	+334	NEW
357	QV Investors Inc.	$29.4K	307,092	−6,475	TRIM
358	MV CAPITAL MANAGEMENT, INC.	$27.3K	285	+1	ADD
359	Manchester Capital Management LLC	$27.2K	284	+2	ADD
360	TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA	$25.8K	270	0	NO CHANGE
361	Hilltop National Bank	$23.3K	243	+243	NEW
362	Community Financial Services Group, LLC	$21.1K	218	+218	NEW
363	SouthState Bank Corp	$20.8K	217	+5	ADD
364	Bell Investment Advisors, Inc	$17.1K	178	−34	TRIM
365	West Branch Capital LLC	$16.8K	175	0	NO CHANGE
366	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	$15.3K	160	−72	TRIM
367	Meramec Financial Planners, LLC	$13.7K	131	0	NO CHANGE
368	CENTRAL TRUST Co	$11.2K	117	0	NO CHANGE
369	Valued Wealth Advisors LLC	$10.4K	108	0	NO CHANGE
370	Fairman Group, LLC	$9.9K	103	0	NO CHANGE
371	HHM Wealth Advisors, LLC	$9.6K	100	0	NO CHANGE
372	Triumph Capital Management	$9.4K	98	+86	ADD
373	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	$9.4K	97,882	−6,044	TRIM
374	JFS WEALTH ADVISORS, LLC	$9.2K	96	0	NO CHANGE
375	Owl Creek Wealth Partners LLC	$9.1K	95	—	NO PRIOR
376	MEEDER ASSET MANAGEMENT INC	$8.6K	90	−21	TRIM
377	Grove Bank & Trust	$8.5K	89	0	NO CHANGE
378	Accent Capital Management, LLC	$7.8K	81	−310	TRIM
379	PRIVATE TRUST CO NA	$7.7K	80	0	NO CHANGE
380	Treasurer of the State of North Carolina	$7.6K	79,357	+1,690	ADD
381	Frazier Financial Advisors, LLC	$7.4K	77	0	NO CHANGE
382	JNBA Financial Advisors	$6.7K	70	+70	NEW
383	Mn Services Vermogensbeheer B.V.	$6.7K	70,090	0	NO CHANGE
384	Kemnay Advisory Services Inc.	$6.6K	69	+69	NEW
385	WOLFF WIESE MAGANA LLC	$6.3K	66	0	NO CHANGE
386	Marquette Asset Management, LLC	$6.0K	63	−12	TRIM
387	Larson Financial Group LLC	$6.0K	63	−98	TRIM
388	Mowery & Schoenfeld Wealth Management, LLC	$5.8K	60	+60	NEW
389	Retirement Wealth Solutions LLC	$5.7K	59	+13	ADD
390	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	$5.4K	56,406	0	NO CHANGE
391	Intentional Wealth Strategies, LLC	$4.9K	51	—	NO PRIOR
392	True Wealth Design, LLC	$4.4K	46	+20	ADD
393	EFG International AG	$4.0K	42	+42	NEW
394	THRIVENT FINANCIAL FOR LUTHERANS	$4.0K	41,838	+24	ADD
395	Private Wealth Management Group, LLC	$3.9K	41	+41	NEW
396	Dogwood Wealth Management LLC	$3.6K	38	+38	NEW
397	Tacita Capital Inc	$3.4K	36	−167	TRIM
398	FINANCIAL CONSULATE, INC	$3.4K	35	+29	ADD
399	Decker Retirement Planning Inc.	$3.2K	33	+33	NEW
400	Beaird Harris Wealth Management, LLC	$3.1K	32	0	NO CHANGE
401	COUNTRY TRUST BANK	$2.7K	28	0	NO CHANGE
402	Medallion Wealth Advisors, LLC	$2.6K	27	—	NO PRIOR
403	DekaBank Deutsche Girozentrale	$2.5K	26,316	0	NO CHANGE
404	Cromwell Holdings LLC	$2.5K	26	0	NO CHANGE
405	Johnson Financial Group, Inc.	$1.8K	19	0	NO CHANGE
406	State of Alaska, Department of Revenue	$1.8K	18,508	0	NO CHANGE
407	CVA Family Office, LLC	$1.7K	18	0	NO CHANGE
408	WPG Advisers, LLC	$1.7K	18	+13	ADD
409	HRT FINANCIAL LP	$1.6K	16,531	+10,829	ADD
410	Physician Wealth Advisors, Inc.	$1.5K	16	0	NO CHANGE
411	JONES FINANCIAL COMPANIES LLLP	$1.2K	13	+13	NEW
412	Signature Equity Partners, LLC	$1.2K	12	+12	NEW
413	CX Institutional	$1.1K	10,965	+290	ADD
414	Claret Asset Management Corp	$902	9,407	−23	TRIM
415	PARK AVENUE SECURITIES LLC	$698	7,287	−586	TRIM
416	Spire Wealth Management	$677	7	−1	TRIM
417	DiNuzzo Private Wealth, Inc.	$671	7	0	NO CHANGE
418	Caitlin John, LLC	$671	7	0	NO CHANGE
419	Rialto Wealth Management, LLC	$480	5	+5	NEW
420	South Dakota Investment Council	$412	4,300	0	NO CHANGE
421	Quaker Wealth Management, LLC	$384	4	+1	ADD
422	American Capital Advisory, LLC	$288	3	−1	TRIM
423	Transamerica Financial Advisors, LLC	$271	2	−106	TRIM
424	Godfrey Financial Associates, Inc.	$192	2	0	NO CHANGE
425	Smithfield Trust Co	$115	1,200	0	NO CHANGE
426	GHP Investment Advisors, Inc.	$96	1	+1	NEW
427	SBI Securities Co., Ltd.	$96	1	0	NO CHANGE
428	SJS Investment Consulting Inc.	$96	1	+1	NEW
429	Merrithew & Thorsten Inc	$57	600	0	NO CHANGE
430	Raleigh Capital Management Inc.	$6	0	0	NO CHANGE
431	Capital Advisors, Ltd. LLC	$5	54	+20	ADD
432	Avion Wealth	$4	45	+5	ADD
433	NOMURA ASSET MANAGEMENT CO LTD	$0	0	0	NO CHANGE
434	Harvest Fund Management Co., Ltd	$0	3	−584	TRIM
435	VANGUARD GROUP INC	—	—	—	n/c
436	CIBC Private Wealth Group LLC	—	—	—	n/c
437	Global Retirement Partners, LLC	—	—	—	n/c
438	DV EQUITIES, LLC	—	—	—	n/c
439	New Millennium Group LLC	—	—	—	n/c
440	SageView Advisory Group, LLC	—	—	—	n/c
441	MANNING & NAPIER ADVISORS LLC	—	—	−2,439	EXIT
442	FIRST COMMONWEALTH FINANCIAL CORP /PA/	—	—	−8,387	EXIT
443	MJP ASSOCIATES INC /ADV	—	—	−4,332	EXIT
444	HARBOUR INVESTMENTS, INC.	—	—	−89	EXIT
445	OSTERWEIS CAPITAL MANAGEMENT INC	—	—	−145	EXIT
446	KENSICO CAPITAL MANAGEMENT CORP	—	—	−433,900	EXIT
447	Orion Porfolio Solutions, LLC	—	—	−2,292	EXIT
448	NORGES BANK	—	—	−2,252,312	EXIT
449	J. Goldman & Co LP	—	—	−102,515	EXIT
450	Sigma Planning Corp	—	—	−8,416	EXIT
451	GTS SECURITIES LLC	—	—	−2,021	EXIT
452	Verition Fund Management LLC	—	—	−5,978	EXIT
453	TWO SIGMA ADVISERS, LP	—	—	−16,636	EXIT
454	DRW Securities, LLC	—	—	−3,304	EXIT
455	Independent Franchise Partners LLP	—	—	−1,151,798	EXIT
456	TCTC Holdings, LLC	—	—	−31	EXIT
457	JCIC Asset Management Inc.	—	—	−60	EXIT
458	Skandinaviska Enskilda Banken AB (publ)	—	—	−29,612	EXIT
459	Edgestream Partners, L.P.	—	—	−39,568	EXIT
460	Dynamic Technology Lab Private Ltd	—	—	−3,197	EXIT
461	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	—	—	−2,815	EXIT
462	HENGEHOLD CAPITAL MANAGEMENT LLC	—	—	−4,180	EXIT
463	Prospera Financial Services Inc	—	—	−3,296	EXIT
464	Focus Partners Wealth	—	—	−3,085	EXIT
465	HITE Hedge Asset Management LLC	—	—	−8,838	EXIT
466	Headlands Technologies LLC	—	—	−10,342	EXIT
467	FORSTA AP-FONDEN	—	—	−40,600	EXIT
468	Squarepoint Ops LLC	—	—	−15,845	EXIT
469	Clearstead Trust, LLC	—	—	−35	EXIT
470	Cordatus Wealth Management LLC	—	—	−3,263	EXIT
471	Lester Murray Antman dba SimplyRich	—	—	−21,610	EXIT
472	SeaCrest Wealth Management, LLC	—	—	−2,657	EXIT
473	ExodusPoint Capital Management, LP	—	—	−42,632	EXIT
474	GABLES CAPITAL MANAGEMENT INC.	—	—	−56	EXIT
475	Hardy Reed LLC	—	—	−2,001	EXIT
476	OneAscent Financial Services LLC	—	—	−2,353	EXIT
477	CBIZ Investment Advisory Services, LLC	—	—	−139	EXIT
478	Pacifica Partners Inc.	—	—	−18	EXIT
479	Concord Wealth Partners	—	—	−101	EXIT
480	Optiver Holding B.V.	—	—	−480	EXIT
481	Dunhill Financial, LLC	—	—	−4	EXIT
482	LBP AM SA	—	—	−26,836	EXIT
483	Central Pacific Bank - Trust Division	—	—	−363	EXIT
484	Bayforest Capital Ltd	—	—	−21	EXIT
485	OPTIMA CAPITAL LLC	—	—	−20	EXIT
486	Congruence Capital, LLC	—	—	−67,316	EXIT
487	Munich Reinsurance Co Stock Corp in Munich	—	—	−1,216	EXIT

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

Congress ↔ notable managers · RBA

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 Bridgewater Associates $4.0M held
Trimming: 2 Moore Capital Management, Gotham Asset Management $27.6M held

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

Merged timeline of congressional filings and notable-manager moves on RBA
Date	Who	Change	Size
2026-05-15	Bridgewater Associates 13F	NEW	+42,253 sh
2026-05-15	Moore Capital Management 13F	TRIM	−159,037 sh
2026-05-15	Gotham Asset Management 13F	TRIM	−70,713 sh

3 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.