Who holds RBAticker 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 · COM · quarter ended 2026-03-31 · 9 members disclosed RBA ↗

434

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

$15.9B

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

213

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 RBA ranked by reported value
#	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
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	MANNING & NAPIER ADVISORS LLC	—	—	−2,439	exit
436	VANGUARD GROUP INC	—	—	−25,295,272	exit
437	FIRST COMMONWEALTH FINANCIAL CORP /PA/	—	—	−8,387	exit
438	MJP ASSOCIATES INC /ADV	—	—	−4,332	exit
439	HARBOUR INVESTMENTS, INC.	—	—	−89	exit
440	OSTERWEIS CAPITAL MANAGEMENT INC	—	—	−145	exit
441	KENSICO CAPITAL MANAGEMENT CORP	—	—	−433,900	exit
442	CIBC Private Wealth Group LLC	—	—	−6,772	exit
443	Orion Porfolio Solutions, LLC	—	—	−2,292	exit
444	NORGES BANK	—	—	−2,252,312	exit
445	J. Goldman & Co LP	—	—	−102,515	exit
446	Sigma Planning Corp	—	—	−8,416	exit
447	GTS SECURITIES LLC	—	—	−2,021	exit
448	Verition Fund Management LLC	—	—	−5,978	exit
449	TWO SIGMA ADVISERS, LP	—	—	−16,636	exit
450	DRW Securities, LLC	—	—	−3,304	exit
451	Independent Franchise Partners LLP	—	—	−1,151,798	exit
452	TCTC Holdings, LLC	—	—	−31	exit
453	JCIC Asset Management Inc.	—	—	−60	exit
454	Skandinaviska Enskilda Banken AB (publ)	—	—	−29,612	exit
455	Edgestream Partners, L.P.	—	—	−39,568	exit
456	Dynamic Technology Lab Private Ltd	—	—	−3,197	exit
457	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	—	—	−2,815	exit
458	HENGEHOLD CAPITAL MANAGEMENT LLC	—	—	−4,180	exit
459	Prospera Financial Services Inc	—	—	−3,296	exit
460	Focus Partners Wealth	—	—	−3,085	exit
461	HITE Hedge Asset Management LLC	—	—	−8,838	exit
462	Headlands Technologies LLC	—	—	−10,342	exit
463	FORSTA AP-FONDEN	—	—	−40,600	exit
464	Squarepoint Ops LLC	—	—	−15,845	exit
465	Clearstead Trust, LLC	—	—	−35	exit
466	Cordatus Wealth Management LLC	—	—	−3,263	exit
467	Lester Murray Antman dba SimplyRich	—	—	−21,610	exit
468	SeaCrest Wealth Management, LLC	—	—	−2,657	exit
469	ExodusPoint Capital Management, LP	—	—	−42,632	exit
470	GABLES CAPITAL MANAGEMENT INC.	—	—	−56	exit
471	Global Retirement Partners, LLC	—	—	−2,210	exit
472	Hardy Reed LLC	—	—	−2,001	exit
473	OneAscent Financial Services LLC	—	—	−2,353	exit
474	CBIZ Investment Advisory Services, LLC	—	—	−139	exit
475	Pacifica Partners Inc.	—	—	−18	exit
476	Concord Wealth Partners	—	—	−101	exit
477	DV EQUITIES, LLC	—	—	−100	exit
478	Optiver Holding B.V.	—	—	−480	exit
479	New Millennium Group LLC	—	—	−10	exit
480	SageView Advisory Group, LLC	—	—	−612	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

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

Congress ↔ notable managers · RBA

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

new + add vs trim + exit, by shares · $ = 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 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 RBA — the congressional view ↗