Who holds ROPticker 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 ↗

ROPER TECHNOLOGIES INC · COM · quarter ended 2026-03-31 · 15 members disclosed ROP ↗

883

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

$30.8B

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

405

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

212

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 ROP ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$3.4B	9,479,965	+278,318	add
2	WINDACRE PARTNERSHIP LLC	$2.7B	7,498,000	+4,401,900	add
3	VANGUARD CAPITAL MANAGEMENT LLC	$2.4B	6,808,132	—	no prior
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.1B	5,808,518	—	no prior
5	STATE STREET CORP	$1.8B	5,137,848	+45,843	add
6	DODGE & COX	$1.2B	3,343,694	+3,343,694	new
7	GEODE CAPITAL MANAGEMENT, LLC	$989M	2,801,416	+159,843	add
8	WELLINGTON MANAGEMENT GROUP LLP	$944M	2,667,069	+2,060,245	add
9	Invesco Ltd.	$776M	2,194,245	+332,270	add
10	HARRIS ASSOCIATES L P	$612M	1,729,546	+1,729,546	new
11	MORGAN STANLEY	$562M	1,587,357	−1,788,910	trim
12	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$474M	1,339,710	+903,223	add
13	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$456M	1,288,547	+277,563	add
14	FLOSSBACH VON STORCH SE	$447M	1,263,603	+118,768	add
15	AKRE CAPITAL MANAGEMENT LLC	$445M	1,257,232	+152,079	add
16	PRINCIPAL FINANCIAL GROUP INC	$409M	1,155,870	−1,192,656	trim
17	D. E. Shaw & Co., Inc.	$408M	1,154,318	−8,450	trim
18	NORTHERN TRUST CORP	$369M	1,042,457	+1,699	add
19	AQR CAPITAL MANAGEMENT LLC	$342M	972,398	+200,051	add
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$285M	804,149	+31,381	add
21	Legal & General Group Plc	$239M	676,775	−47,025	trim
22	Bank of New York Mellon Corp	$234M	661,024	+40,492	add
23	ALLIANCEBERNSTEIN L.P.	$232M	521,897	−293,751	trim
24	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$231M	651,975	+216,741	add
25	FRANKLIN RESOURCES INC	$230M	650,992	−607,048	trim
26	VANGUARD FIDUCIARY TRUST CO	$211M	597,239	—	no prior
27	FIRST TRUST ADVISORS LP	$205M	579,343	+103,306	add
28	ProShare Advisors LLC	$203M	574,548	+58,441	add
29	DIMENSIONAL FUND ADVISORS LP	$203M	574,473	+11,184	add
30	CIBC Bancorp USA Inc.	$197M	556,978	—	no prior
31	BANK OF AMERICA CORP /DE/	$196M	555,287	−19,102	trim
32	Corient Private Wealth LLC	$176M	496,095	−977,763	trim
33	Amundi	$159M	449,593	+117,521	add
34	UBS Group AG	$155M	437,727	+117,673	add
35	Nuveen, LLC	$147M	415,637	−514,276	trim
36	BANK OF MONTREAL /CAN/	$139M	392,341	+33,186	add
37	FMR LLC	$138M	391,270	−96	trim
38	BARCLAYS PLC	$137M	387,110	−67,696	trim
39	WELLS FARGO & COMPANY/MN	$132M	372,901	+41,934	add
40	MACKENZIE FINANCIAL CORP	$127M	359,119	−441,094	trim
41	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$126M	355,819	−196,792	trim
42	DEUTSCHE BANK AG\	$122M	343,476	+44,354	add
43	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$116M	327,565	+114,927	add
44	CITIGROUP INC	$113M	318,160	+137,515	add
45	Swiss National Bank	$112M	315,900	+21,000	add
46	OpenArc Corporate Advisory, LLC	$110M	311,720	−514,032	trim
47	NZS Capital, LLC	$102M	289,295	+62,980	add
48	Sumitomo Mitsui Trust Group, Inc.	$99.5M	281,190	−11,616	trim
49	JUPITER ASSET MANAGEMENT LTD	$93.3M	268,402	+232,896	add
50	Mitsubishi UFJ Asset Management Co., Ltd.	$93.0M	262,846	−969,569	trim
51	Vanguard Global Advisers, LLC	$89.1M	251,658	—	no prior
52	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$87.8M	248,003	−40,725	trim
53	RAYMOND JAMES FINANCIAL INC	$80.8M	228,430	−8,215	trim
54	SCHWARTZ INVESTMENT COUNSEL INC	$75.1M	212,200	+20,500	add
55	RHUMBLINE ADVISERS	$74.6M	210,830	+6,034	add
56	Woodline Partners LP	$74.1M	209,275	−2,143	trim
57	HSBC HOLDINGS PLC	$73.7M	208,415	−486,819	trim
58	Douglass Winthrop Advisors, LLC	$72.9M	205,930	−152	trim
59	Clear Harbor Asset Management, LLC	$66.8M	188,830	−3,007	trim
60	BAMCO INC /NY/	$65.9M	186,159	−21,278	trim
61	National Pension Service	$65.2M	184,247	+184,247	new
62	VANGUARD ASSET MANAGEMENT, Ltd	$65.2M	184,241	—	no prior
63	WELCH & FORBES LLC	$63.7M	180,120	−14,343	trim
64	TD ASSET MANAGEMENT INC	$62.2M	175,762	+18,380	add
65	BNP Paribas Asset Management Holding S.A.	$57.8M	163,217	−8,033	trim
66	Capco Asset Management, LLC	$53.2M	150,297	+40,185	add
67	Dixon Mitchell Investment Counsel Inc.	$51.8M	146,385	−1,019	trim
68	Gotham Asset Management, LLC	$51.7M	146,197	+79,154	add
69	ROYAL BANK OF CANADA	$48.8M	138,020	−186,965	trim
70	Guinness Asset Management LTD	$48.7M	137,733	+28,245	add
71	COMPASS CAPITAL MANAGEMENT, INC	$48.5M	137,139	+18,410	add
72	EULAV Asset Management	$48.0M	135,669	0	no change
73	NOMURA ASSET MANAGEMENT CO LTD	$47.9M	135,284	+23,835	add
74	Vest Financial, LLC	$46.8M	132,318	+32,702	add
75	GFI Investment Counsel Ltd.	$45.2M	127,720	−9,400	trim
76	ZWJ INVESTMENT COUNSEL INC	$44.1M	124,759	+51,198	add
77	Universal- Beteiligungs- und Servicegesellschaft mbH	$44.1M	124,244	−37,299	trim
78	Manitou Investment Management Ltd.	$43.2M	122,183	+42,017	add
79	BLAIR WILLIAM & CO/IL	$43.0M	121,381	+77,803	add
80	Camrose Capital Investment Partners LLP	$42.0M	118,606	+6,106	add
81	NATIONAL BANK OF CANADA /FI/	$40.2M	113,703	−26,959	trim
82	JOHNSON INVESTMENT COUNSEL INC	$40.2M	113,496	−39,033	trim
83	CRAWFORD INVESTMENT COUNSEL INC	$40.1M	113,192	+16,963	add
84	Cerity Partners LLC	$39.6M	111,973	−18,988	trim
85	Grantham, Mayo, Van Otterloo & Co. LLC	$39.6M	111,931	+111,931	new
86	MILLENNIUM MANAGEMENT LLC	$39.5M	111,735	−91,925	trim
87	NEW YORK STATE COMMON RETIREMENT FUND	$39.3M	110,957	−2,600	trim
88	CITADEL ADVISORS LLC	$39.1M	110,512	−36,596	trim
89	NICHOLAS COMPANY, INC.	$38.8M	109,535	+29,160	add
90	ROYAL LONDON ASSET MANAGEMENT LTD	$38.5M	108,685	−8,008	trim
91	APG Asset Management N.V.	$38.2M	124,292	−8,991	trim
92	PRUDENTIAL FINANCIAL INC	$37.2M	105,169	+39,325	add
93	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$36.0M	101,678	+37,750	add
94	ENVESTNET ASSET MANAGEMENT INC	$35.2M	99,395	−116,308	trim
95	EVENTIDE ASSET MANAGEMENT, LLC	$33.8M	95,661	−88,505	trim
96	ADAGE CAPITAL PARTNERS GP, L.L.C.	$33.8M	95,501	−27,830	trim
97	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$33.8M	95,468	+794	add
98	Clarkston Capital Partners, LLC	$33.4M	94,427	+89,327	add
99	AVIVA PLC	$32.8M	92,772	+2,700	add
100	Ensign Peak Advisors, Inc	$32.2M	91,085	−32,631	trim
101	Wishbone Management, LP	$31.8M	90,000	+90,000	new
102	Chevy Chase Trust Holdings, LLC	$31.0M	87,684	−7,601	trim
103	Quantinno Capital Management LP	$30.4M	85,887	+14,519	add
104	VICTORY CAPITAL MANAGEMENT INC	$29.2M	82,628	−3,743	trim
105	Focus Partners Wealth	$28.9M	81,637	−52,756	trim
106	STOREBRAND ASSET MANAGEMENT AS	$28.6M	80,882	—	no prior
107	AMERIPRISE FINANCIAL INC	$27.4M	77,525	−54,607	trim
108	DAVIS R M INC	$27.2M	76,879	−6,293	trim
109	KLP KAPITALFORVALTNING AS	$26.6M	75,150	+17,080	add
110	Swedbank AB	$26.5M	75,008	−1,057,841	trim
111	Robeco Schweiz AG	$26.5M	74,801	+11,341	add
112	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$26.1M	74,662	+3,806	add
113	FIL Ltd	$26.0M	73,606	−22,161	trim
114	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$25.8M	61,954	−10,420	trim
115	SEI INVESTMENTS CO	$25.7M	72,717	−9,316	trim
116	Squarepoint Ops LLC	$25.6M	72,204	−233,427	trim
117	NEOS Investment Management LLC	$25.2M	71,348	+12,019	add
118	JANE STREET GROUP, LLC	$25.0M	70,642	+66,437	add
119	Applied Finance Capital Management, LLC	$24.3M	68,589	+11,047	add
120	KEYBANK NATIONAL ASSOCIATION/OH	$24.0M	67,827	−15,316	trim
121	Boston Partners	$22.3M	62,970	−2,624	trim
122	CIBC Asset Management Inc	$21.7M	61,257	−5,921	trim
123	Schonfeld Strategic Advisors LLC	$21.2M	59,920	+41,429	add
124	Mirae Asset Global Investments Co., Ltd.	$21.2M	59,867	+6,769	add
125	STATE OF WISCONSIN INVESTMENT BOARD	$21.1M	59,543	+1,902	add
126	Baird Financial Group, Inc.	$20.9M	59,092	+59,092	new
127	LPL Financial LLC	$20.7M	58,499	−13,598	trim
128	VILLERE ST DENIS J & CO LLC	$20.5M	58,017	−2,528	trim
129	DANSKE BANK A/S	$20.5M	57,841	+2,272	add
130	Rafferty Asset Management, LLC	$20.3M	57,336	−3,973	trim
131	Resona Asset Management Co.,Ltd.	$20.2M	57,025	+2,195	add
132	Pictet Asset Management Holding SA	$20.0M	56,603	−477,374	trim
133	Distillate Capital Partners LLC	$19.1M	54,107	+20,701	add
134	Vanguard Investments Australia, Ltd.	$19.0M	53,674	—	no prior
135	BLI - Banque de Luxembourg Investments	$19.0M	42,851	+42,851	new
136	Allianz Asset Management GmbH	$18.2M	51,354	−181,023	trim
137	CREDIT AGRICOLE S A	$18.2M	51,306	−15,454	trim
138	Zurcher Kantonalbank (Zurich Cantonalbank)	$17.8M	50,355	+50,355	new
139	Creative Planning	$17.8M	50,207	+25,785	add
140	Tredje AP-fonden	$17.4M	49,123	−38,220	trim
141	TORONTO DOMINION BANK	$17.4M	49,031	−19,993	trim
142	Asset Management One Co., Ltd.	$17.1M	48,273	−1,079	trim
143	Korea Investment CORP	$15.5M	43,783	−23,070	trim
144	Empire Life Investments Inc.	$15.2M	42,688	−2,829	trim
145	ING GROEP NV	$15.1M	42,711	−89,859	trim
146	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$15.1M	42,675	−5,151	trim
147	MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC	$14.8M	41,945	+546	add
148	Running Oak Capital LLC	$14.7M	41,657	+18,222	add
149	BALYASNY ASSET MANAGEMENT L.P.	$14.4M	40,610	+38,868	add
150	Rempart Asset Management Inc.	$14.2M	40,147	−2,303	trim
151	GREENLEAF TRUST	$14.0M	39,681	+2,047	add
152	Union Bancaire Privee, UBP SA	$14.0M	43,305	−16,542	trim
153	NORTH STAR ASSET MANAGEMENT INC	$13.7M	38,834	+2,517	add
154	1832 Asset Management L.P.	$13.4M	37,731	+1,775	add
155	NATIXIS	$13.3M	37,721	−55,360	trim
156	Mariner, LLC	$13.3M	37,556	−34,402	trim
157	ROCKLAND TRUST CO	$13.2M	37,255	−3,202	trim
158	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$13.0M	36,675	−3,535	trim
159	FARMERS & MERCHANTS INVESTMENTS INC	$12.8M	36,092	+1,161	add
160	Evercore Wealth Management, LLC	$12.6M	35,693	−3,178	trim
161	DF DENT & CO INC	$12.6M	35,563	−5,638	trim
162	State of New Jersey Common Pension Fund D	$12.3M	34,661	0	no change
163	IEQ CAPITAL, LLC	$12.2M	34,571	−14,974	trim
164	Smith Salley Wealth Management	$12.0M	33,980	+321	add
165	US BANCORP \DE\	$11.9M	33,765	−13,608	trim
166	NOVARE CAPITAL MANAGEMENT LLC	$11.8M	33,313	−5,043	trim
167	NISA INVESTMENT ADVISORS, LLC	$11.7M	33,144	+177	add
168	PYA Waltman Capital, LLC	$11.4M	32,279	+16,497	add
169	Aberdeen Group plc	$11.4M	32,240	+554	add
170	AMERICAN CENTURY COMPANIES INC	$11.1M	31,437	−44,146	trim
171	FIFTH THIRD BANCORP	$11.0M	31,210	+19,384	add
172	Doma Perpetual Capital Management LLC	$10.7M	30,330	+30,330	new
173	FULLER & THALER ASSET MANAGEMENT, INC.	$10.7M	30,233	+613	add
174	NISSAY ASSET MANAGEMENT CORP /JAPAN	$10.6M	29,857	+281	add
175	STATE OF MICHIGAN RETIREMENT SYSTEM	$10.5M	29,711	−400	trim
176	Glenview Trust Co	$10.5M	29,537	−2,790	trim
177	Arizona State Retirement System	$10.4M	29,490	−913	trim
178	Aquatic Capital Management LLC	$10.4M	29,303	−43,507	trim
179	MATTERN CAPITAL MANAGEMENT, LLC	$10.3M	29,054	+10,538	add
180	Czech National Bank	$10.3M	29,032	+650	add
181	SouthState Bank Corp	$10.1M	28,649	−5,723	trim
182	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$10.0M	28,336	−8,068	trim
183	Rockefeller Capital Management L.P.	$10.0M	28,214	−75,495	trim
184	Daiwa Securities Group Inc.	$9.9M	28,050	+1,006	add
185	YOUSIF CAPITAL MANAGEMENT, LLC	$9.7M	27,285	+1,498	add
186	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$9.6M	27,103	−316	trim
187	KELLY LAWRENCE W & ASSOCIATES INC/CA	$9.6M	26,999	−1,025	trim
188	STIFEL FINANCIAL CORP	$9.5M	26,929	−13,328	trim
189	Dai-ichi Life Insurance Company, Ltd	$9.4M	26,559	−2,816	trim
190	Van Hulzen Asset Management, LLC	$9.2M	25,944	+12,889	add
191	Edgestream Partners, L.P.	$9.2M	25,912	−3,239	trim
192	BROWN ADVISORY INC	$9.0M	25,432	−5,789	trim
193	OMERS ADMINISTRATION Corp	$8.8M	24,960	0	no change
194	MetLife Investment Management, LLC	$8.8M	24,921	−879	trim
195	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$8.8M	24,832	−205	trim
196	DnB Asset Management AS	$8.6M	24,431	+1,480	add
197	GUGGENHEIM CAPITAL LLC	$8.6M	24,313	−6,520	trim
198	B. Metzler seel. Sohn & Co. AG	$8.6M	24,313	+5,090	add
199	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$8.5M	25,213	+632	add
200	SIRIOS CAPITAL MANAGEMENT L P	$8.5M	24,022	−38,724	trim
201	Federation des caisses Desjardins du Quebec	$8.2M	23,202	+733	add
202	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$8.2M	23,199	+23,199	new
203	TWO SIGMA INVESTMENTS, LP	$8.2M	23,059	−42,977	trim
204	Retirement Systems of Alabama	$8.0M	22,636	−263	trim
205	Hyperion Capital Advisors LP	$8.0M	22,500	+22,500	new
206	Cetera Investment Advisers	$7.9M	22,206	+2,028	add
207	NORTH POINT PORTFOLIO MANAGERS CORP/OH	$7.8M	21,977	−1,359	trim
208	PALISADE CAPITAL MANAGEMENT, LP	$7.8M	21,930	−16,445	trim
209	SEB Asset Management AB	$7.6M	21,533	—	no prior
210	BANK OF NOVA SCOTIA	$7.6M	21,367	−29,573	trim
211	Inspire Investing, LLC	$7.5M	21,194	+9,717	add
212	GROUPAMA ASSET MANAGMENT	$7.5M	21,116	+4,605	add
213	IFM Investors Pty Ltd	$7.4M	21,040	+672	add
214	MARTINGALE ASSET MANAGEMENT L P	$7.4M	20,823	−19,902	trim
215	Lido Advisors, LLC	$7.3M	20,765	−8,713	trim
216	UniSuper Management Pty Ltd	$7.2M	20,406	−912	trim
217	Jasper Ridge Partners, L.P.	$7.1M	20,001	0	no change
218	XTX Topco Ltd	$7.1M	19,992	+19,313	add
219	GHP Investment Advisors, Inc.	$7.1M	19,985	−280	trim
220	USS Investment Management Ltd	$7.1M	19,935	+1,929	add
221	XPONANCE LLC	$7.0M	19,897	+2,437	add
222	TEACHER RETIREMENT SYSTEM OF TEXAS	$6.8M	19,169	−44,430	trim
223	NOMURA HOLDINGS INC	$6.8M	19,142	−3,651	trim
224	PARSONS CAPITAL MANAGEMENT INC/RI	$6.7M	19,028	+8,922	add
225	PUBLIC SECTOR PENSION INVESTMENT BOARD	$6.7M	18,951	+3,043	add
226	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$6.7M	18,918	+199	add
227	Aristotle Atlantic Partners, LLC	$6.5M	18,325	−14,505	trim
228	Guinness Atkinson Asset Management Inc	$6.4M	18,169	+4,363	add
229	Swiss Life Asset Management Ltd	$6.4M	17,971	+3,496	add
230	Marks Group Wealth Management, Inc	$6.2M	17,496	+9,205	add
231	CWM, LLC	$6.2M	17,484	−10,482	trim
232	Utah Retirement Systems	$6.2M	17,452	−290	trim
233	Eurizon Capital SGR S.p.A.	$6.1M	17,226	−1,736	trim
234	COMMONWEALTH EQUITY SERVICES, LLC	$6.1M	17,145	+7	add
235	VOYA INVESTMENT MANAGEMENT LLC	$6.0M	17,047	−58,996	trim
236	Delta Investment Management, LLC	$6.0M	17,036	+11,410	add
237	CIBC WORLD MARKET INC.	$6.0M	16,986	−7,524	trim
238	MERCER GLOBAL ADVISORS INC /ADV	$6.0M	16,868	+240	add
239	BAHL & GAYNOR INC	$5.9M	16,794	−15	trim
240	M&T BANK CORP	$5.9M	16,615	−2,159	trim
241	Pathstone Holdings, LLC	$5.8M	16,443	+1,776	add
242	Cresset Asset Management, LLC	$5.7M	16,183	+8,515	add
243	Hamilton Point Investment Advisors, LLC	$5.7M	16,086	+53	add
244	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$5.6M	15,818	+219	add
245	LEVEL FOUR ADVISORY SERVICES, LLC	$5.6M	15,808	+7,392	add
246	PRUDENTIAL PLC	$5.6M	15,777	0	no change
247	Tidal Investments LLC	$5.5M	15,435	+2,361	add
248	Sumitomo Mitsui DS Asset Management Company, Ltd	$5.4M	15,361	+33	add
249	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$5.2M	14,834	−4,260	trim
250	WORLDQUANT MILLENNIUM ADVISORS LLC	$5.2M	14,586	−231,559	trim
251	Mitsubishi UFJ Trust & Banking Corp	$5.1M	14,511	−15,578	trim
252	Ethic Inc.	$5.1M	14,384	+4,563	add
253	Vanguard Personalized Indexing Management, LLC	$5.1M	14,379	+1,621	add
254	Beacon Pointe Advisors, LLC	$5.1M	14,315	+10,087	add
255	Robeco Institutional Asset Management B.V.	$5.0M	14,090	−51,713	trim
256	EASTERN BANK	$5.0M	14,088	+13,999	add
257	Triad Investment Management	$4.9M	13,786	+1,642	add
258	FIRST NATIONAL BANK OF OMAHA	$4.8M	13,577	−309	trim
259	Candriam S.C.A.	$4.8M	13,446	−15,980	trim
260	Blackstone Inc.	$4.6M	13,133	+13,133	new
261	STEPHENS INC /AR/	$4.5M	12,742	−1,952	trim
262	Evelyn Partners Investment Management LLP	$4.5M	12,717	−44,426	trim
263	Curi Capital, LLC	$4.5M	12,698	+400	add
264	Morningstar Investment Management LLC	$4.5M	12,615	+4,159	add
265	Waverly Advisors, LLC	$4.3M	12,252	−1,133	trim
266	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$4.3M	12,238	−77	trim
267	Connor, Clark & Lunn Investment Management Ltd.	$4.3M	12,100	+5,896	add
268	SHELTON CAPITAL MANAGEMENT	$4.3M	12,066	−800	trim
269	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$4.2M	11,993	+11,993	new
270	Dash Acquisitions Inc.	$4.2M	11,760	+964	add
271	ABN AMRO INVESTMENT SOLUTIONS	$4.1M	11,517	−826	trim
272	Martin Investment Management, LLC	$4.1M	11,508	+247	add
273	AGF MANAGEMENT LTD	$4.0M	11,388	+4,928	add
274	Sequoia Financial Advisors, LLC	$4.0M	11,311	−89	trim
275	Janus Henderson Group Ltd.	$4.0M	11,245	−650	trim
276	Numerai GP LLC	$3.9M	11,145	+1,109	add
277	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$3.9M	11,003	+1,803	add
278	NORDEA INVESTMENT MANAGEMENT AB	$3.9M	11,135	+416	add
279	Wealthfront Advisers LLC	$3.9M	10,949	−2,188	trim
280	JACOBS LEVY EQUITY MANAGEMENT, INC	$3.9M	10,894	+10,894	new
281	OP Asset Management Ltd	$3.9M	10,881	—	no prior
282	Empowered Funds, LLC	$3.8M	10,791	+10,791	new
283	HighTower Advisors, LLC	$3.7M	10,445	−4,270	trim
284	FIDUCIARY TRUST CO	$3.7M	10,432	−948	trim
285	OSAIC HOLDINGS, INC.	$3.6M	10,262	−979	trim
286	TD Waterhouse Canada Inc.	$3.6M	10,207	+458	add
287	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$3.6M	10,231	−1,612	trim
288	Norinchukin Bank, The	$3.6M	10,184	+155	add
289	SFE Investment Counsel	$3.5M	10,001	−534	trim
290	PATTON ALBERTSON MILLER GROUP, LLC	$3.5M	9,900	−432	trim
291	Covea Finance	$3.5M	9,828	−10,652	trim
292	Parcion Private Wealth LLC	$3.4M	9,614	+8,814	add
293	MARCO INVESTMENT MANAGEMENT LLC	$3.4M	9,581	+282	add
294	Machina Capital S.A.S.	$3.3M	9,400	−749	trim
295	Strong Tower Advisory Services	$3.3M	9,373	+1,431	add
296	Summit Financial, LLC	$3.3M	9,282	+3,333	add
297	Advisors Asset Management, Inc.	$3.2M	9,093	+461	add
298	DE BURLO GROUP INC	$3.2M	8,985	−22,600	trim
299	MACQUARIE GROUP LTD	$3.2M	8,986	−15,053	trim
300	QUADRANT CAPITAL GROUP LLC	$3.2M	8,958	+6,621	add
301	SCHRODER INVESTMENT MANAGEMENT GROUP	$3.2M	8,968	−3,812	trim
302	Keel Point, LLC	$3.1M	8,847	+959	add
303	CAPITAL CITY TRUST CO/FL	$3.1M	8,828	−640	trim
304	Essex Financial Services, Inc.	$3.0M	8,613	−167	trim
305	Nelson Capital Management, LLC	$3.0M	8,526	−1,063	trim
306	Summit Trail Advisors, LLC	$3.0M	8,345	+3,038	add
307	Red Door Wealth Management, LLC	$2.9M	8,303	+123	add
308	COMMERCE BANK	$2.9M	8,287	−75	trim
309	Tejara Capital Ltd	$2.9M	8,280	+8,280	new
310	Jones Kertz & Associates, Inc.	$2.9M	8,272	−10	trim
311	Palliser Capital (UK) Ltd	$2.9M	8,163	+8,163	new
312	PROFUND ADVISORS LLC	$2.8M	7,885	−2,222	trim
313	Jacobi Capital Management LLC	$2.8M	7,857	+1,636	add
314	KENNEDY CAPITAL MANAGEMENT LLC	$2.7M	7,706	−2,218	trim
315	Investment Management Corp of Ontario	$2.7M	7,696	+400	add
316	Kestra Advisory Services, LLC	$2.7M	7,510	−2,205	trim
317	B & T Capital Management DBA Alpha Capital Management	$2.7M	7,502	+1,558	add
318	AlphaCore Capital LLC	$2.6M	7,336	+452	add
319	Orion Porfolio Solutions, LLC	$2.5M	7,158	−157	trim
320	TRUIST FINANCIAL CORP	$2.5M	7,121	−13	trim
321	FULTON BANK, N.A.	$2.5M	6,981	+300	add
322	Arax Advisory Partners	$2.5M	6,931	+4,428	add
323	Signal Advisors Wealth, LLC	$2.4M	6,837	+763	add
324	PENINSULA ASSET MANAGEMENT INC	$2.4M	6,826	−470	trim
325	Delta Global Management LP	$2.4M	6,750	+1,222	add
326	Town & Country Bank & Trust CO dba First Bankers Trust CO	$2.3M	6,639	+696	add
327	Northwest & Ethical Investments L.P.	$2.3M	6,621	−9,319	trim
328	Meiji Yasuda Asset Management Co Ltd.	$2.3M	6,557	−6,489	trim
329	MIZUHO SECURITIES USA LLC	$2.3M	6,444	−1,393	trim
330	Vestmark Advisory Solutions, Inc.	$2.2M	6,244	+122	add
331	KCM INVESTMENT ADVISORS LLC	$2.2M	6,189	+57	add
332	Merit Financial Group, LLC	$2.2M	6,151	+1,417	add
333	E Fund Management Co., Ltd.	$2.2M	6,144	—	no prior
334	HARTFORD INVESTMENT MANAGEMENT CO	$2.2M	6,095	−154	trim
335	AZZAD ASSET MANAGEMENT INC /ADV	$2.1M	6,063	+103	add
336	Sanctuary Advisors, LLC	$2.1M	5,900	+108	add
337	TECTONIC ADVISORS LLC	$2.0M	5,713	+1,074	add
338	Apollon Wealth Management, LLC	$2.0M	5,653	−1,297	trim
339	Legacy Financial Strategies, LLC	$2.0M	5,582	−49	trim
340	RKL Wealth Management LLC	$2.0M	5,540	−324	trim
341	MAI Capital Management	$1.9M	5,508	+753	add
342	Provident Investment Management, Inc.	$1.9M	5,500	0	no change
343	Maryland State Retirement & Pension System	$1.9M	5,399	0	no change
344	Crossmark Global Holdings, Inc.	$1.9M	5,390	—	no prior
345	E. Ohman J:or Asset Management AB	$1.9M	5,371	0	no change
346	Birch Hill Investment Advisors LLC	$1.9M	5,367	−2,536	trim
347	Cannell & Spears LLC	$1.9M	5,339	−171	trim
348	MONTAG A & ASSOCIATES INC	$1.9M	5,281	+620	add
349	Vident Advisory, LLC	$1.9M	5,231	+989	add
350	HB Wealth Management, LLC	$1.8M	5,219	+327	add
351	Aptus Capital Advisors, LLC	$1.8M	5,203	−3,377	trim
352	Allspring Global Investments Holdings, LLC	$1.8M	5,014	+154	add
353	CULLINAN ASSOCIATES INC	$1.8M	5,000	0	no change
354	PKO Investment Management Joint-Stock Co	$1.8M	5,000	−5,000	trim
355	Ameritas Investment Partners, Inc.	$1.8M	4,952	−1,180	trim
356	BFSG, LLC	$1.7M	4,870	+515	add
357	ENCOMPASS WEALTH ADVISORS, LLC	$1.7M	4,739	−1	trim
358	Vontobel Holding Ltd.	$1.6M	4,644	−77,132	trim
359	PANAGORA ASSET MANAGEMENT INC	$1.6M	4,621	0	no change
360	MML INVESTORS SERVICES, LLC	$1.6M	4,546	−2,807	trim
361	PEDDOCK CAPITAL ADVISORS, LLC	$1.6M	4,527	−211	trim
362	World Investment Advisors	$1.6M	4,509	−3,420	trim
363	PACES FERRY WEALTH ADVISORS, LLC	$1.6M	4,476	−9	trim
364	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$1.6M	4,481	−9,404	trim
365	Chicago Partners Investment Group LLC	$1.6M	4,341	+283	add
366	DEARBORN PARTNERS LLC	$1.6M	4,440	+3,305	add
367	Neumann Capital Management, LLC	$1.6M	4,399	−36	trim
368	EntryPoint Capital, LLC	$1.6M	4,386	+2,144	add
369	Evelyn Partners Investment Management Services Ltd	$1.5M	4,378	−6,452	trim
370	MUFG Securities EMEA plc	$1.5M	4,370	−122,007	trim
371	HUNTINGTON NATIONAL BANK	$1.5M	4,366	+4,366	new
372	Callan Family Office, LLC	$1.5M	4,331	+2,473	add
373	Focus Partners Advisor Solutions, LLC	$1.5M	4,319	+2,121	add
374	DIVIDEND ASSETS CAPITAL, LLC	$1.5M	4,279	−784	trim
375	Tower Research Capital LLC (TRC)	$1.5M	4,277	−3,497	trim
376	Prospera Financial Services Inc	$1.5M	4,245	+2,169	add
377	Aviso Financial Inc.	$1.5M	4,217	+78	add
378	Abundance Wealth Counselors	$1.5M	4,207	+1,131	add
379	BRIDGES INVESTMENT MANAGEMENT INC	$1.5M	4,193	−30	trim
380	Metis Global Partners, LLC	$1.5M	4,152	−404	trim
381	Nicholson Wealth Management Group, LLC	$1.4M	4,079	+416	add
382	WBI INVESTMENTS, LLC	$1.4M	4,072	+4,072	new
383	BALDWIN WEALTH PARTNERS LLC/MA	$1.4M	4,047	−1,075	trim
384	Clearstead Advisors, LLC	$1.4M	4,039	−159	trim
385	Annis Gardner Whiting Capital Advisors, LLC	$1.4M	4,034	+863	add
386	Saudi Central Bank	$1.4M	3,973	+3,973	new
387	NLB Skladi, upravljanje premozenja, d.o.o.	$1.4M	3,969	0	no change
388	CHOREO, LLC	$1.3M	3,804	+979	add
389	Independent Advisor Alliance	$1.3M	3,776	−12	trim
390	Global X Japan Co., Ltd.	$1.3M	3,725	+416	add
391	Meeder Advisory Services, Inc.	$1.3M	3,658	+1,002	add
392	Pinnacle Financial Partners, Inc.	$1.3M	3,616	−403	trim
393	Empirical Finance, LLC	$1.3M	3,598	−5	trim
394	RDA Financial Network	$1.3M	3,584	−174	trim
395	LMR Partners LLP	$1.3M	3,557	+3,557	new
396	Pine Valley Investments Ltd Liability Co	$1.3M	3,551	−3,069	trim
397	Stratos Wealth Partners, LTD.	$1.2M	3,513	+630	add
398	Atria Investments, Inc	$1.2M	3,504	−3,625	trim
399	SIGMA INVESTMENT COUNSELORS INC	$1.2M	3,442	−9,914	trim
400	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.2M	3,437	0	no change
401	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.2M	3,411	−28	trim
402	Phoenix Financial Ltd.	$1.2M	3,509	+418	add
403	Concurrent Investment Advisors, LLC	$1.2M	3,406	−1,217	trim
404	Laird Norton Wetherby Trust Company, LLC	$1.2M	3,369	−1,636	trim
405	Ashton Thomas Private Wealth, LLC	$1.2M	3,304	+3,304	new
406	RWA WEALTH PARTNERS, LLC	$1.2M	3,298	−688	trim
407	Plato Investment Management Ltd	$1.2M	3,270	−3,209	trim
408	Boomfish Wealth Group, LLC	$1.2M	3,267	+197	add
409	UNIVEST FINANCIAL Corp	$1.1M	3,222	−8,926	trim
410	DAVIS-REA LTD.	$1.1M	3,216	−6,456	trim
411	PARAGON CAPITAL MANAGEMENT INC	$1.1M	3,200	+29	add
412	Strong Retirement Solutions LLC	$1.1M	3,196	+1,356	add
413	GUARDIAN CAPITAL LP	$1.1M	3,155	−3,950	trim
414	Dorsey & Whitney Trust CO LLC	$1.1M	3,144	+183	add
415	&PARTNERS	$1.1M	3,106	−286	trim
416	North Dakota State Investment Board	$1.1M	3,103	−579	trim
417	GATEWAY INVESTMENT ADVISERS LLC	$1.1M	3,072	+671	add
418	Silvant Capital Management LLC	$1.1M	3,064	−4,794	trim
419	Atlantic Edge Private Wealth Management, LLC	$1.1M	3,047	−47	trim
420	Sidoxia Capital Management, LLC	$1.1M	3,008	—	no prior
421	UMB Bank, n.a.	$1.1M	2,980	+184	add
422	Equitable Holdings, Inc.	$1.0M	2,608	+920	add
423	MUFG SECURITIES AMERICAS INC.	$1.0M	2,950	+50	add
424	Third View Private Wealth, LLC	$1.0M	2,932	+226	add
425	SECURIAN ASSET MANAGEMENT, INC	$1.0M	2,927	0	no change
426	Atlantic Union Bankshares Corp	$1.0M	2,922	−2,335	trim
427	Banque Cantonale Vaudoise	$1.0M	2,913	+1,777	add
428	LaFleur & Godfrey LLC	$1.0M	2,913	−94	trim
429	Trail Ridge Investment Advisors, LLC	$1.0M	2,913	0	no change
430	Assenagon Asset Management S.A.	$1.0M	2,905	−101	trim
431	Cove Private Wealth, LLC	$1.0M	2,900	0	no change
432	Steward Partners Investment Advisory, LLC	$1.0M	2,871	+518	add
433	First National Advisers, LLC	$1.0M	2,869	−46	trim
434	BEACON INVESTMENT ADVISORY SERVICES, INC.	$1.0M	2,859	0	no change
435	Generali Asset Management SPA SGR	$996K	2,816	−2,295	trim
436	ASSETMARK, INC	$988K	2,791	−8,949	trim
437	CFS Investment Advisory Services, LLC	$982K	2,710	−277	trim
438	Headlands Technologies LLC	$982K	2,774	−24,880	trim
439	Wilmington Savings Fund Society, FSB	$978K	2,763	+874	add
440	Sigma Planning Corp	$975K	2,754	+272	add
441	Fiduciary Group, LLC	$970K	2,741	−146	trim
442	NICOLET BANKSHARES INC	$958K	2,702	+2,702	new
443	Encompass More Asset Management	$951K	2,687	+1,820	add
444	Concentric Capital Strategies, LP	$950K	2,684	+2,684	new
445	GC Wealth Management RIA, LLC	$940K	2,656	−1,506	trim
446	Dynamic Advisor Solutions LLC	$937K	2,648	−7,107	trim
447	BOOTHBAY FUND MANAGEMENT, LLC	$925K	2,613	+927	add
448	SBI Okasan Asset Management Co.Ltd.	$915K	2,600	0	no change
449	Brooklyn Investment Group	$911K	2,574	+906	add
450	Ascent Group, LLC	$899K	2,540	−303	trim
451	INTECH INVESTMENT MANAGEMENT LLC	$898K	2,538	−7,617	trim
452	EADS & HEALD WEALTH MANAGEMENT	$891K	2,519	+196	add
453	Vise Technologies, Inc.	$872K	1,959	0	no change
454	Portfolio Design Labs, LLC	$871K	2,461	+21	add
455	Abacus Planning Group, Inc.	$870K	2,458	+13	add
456	IAMS WEALTH MANAGEMENT, LLC	$869K	2,456	+704	add
457	NewEdge Advisors, LLC	$842K	2,379	+2,379	new
458	AIA Group Ltd	$814K	2,299	+2,299	new
459	HM PAYSON & CO	$798K	2,256	−5	trim
460	Meridian Financial Partners LLC	$798K	2,223	+30	add
461	Jefferies Financial Group Inc.	$792K	2,238	+1,629	add
462	ASR Vermogensbeheer N.V.	$782K	2,211	+15	add
463	Investment Research Partners LLC	$781K	2,206	+150	add
464	SAWGRASS ASSET MANAGEMENT LLC	$774K	2,188	−68	trim
465	ALLIANZ SE	$761K	2,150	+290	add
466	Choate Investment Advisors	$755K	2,135	−157	trim
467	PFG Investments, LLC	$752K	2,126	+187	add
468	Blackhawk Capital Partners, LLC	$749K	2,118	+2,118	new
469	Composition Wealth, LLC	$739K	2,088	−56	trim
470	COLDSTREAM CAPITAL MANAGEMENT INC	$737K	2,083	+533	add
471	Newman Dignan & Sheerar, Inc.	$726K	2,050	−70	trim
472	M&G Plc	$724K	2,046	+2,046	new
473	SAGESPRING WEALTH PARTNERS, LLC	$712K	2,013	+1,385	add
474	DUDLEY & SHANLEY, INC.	$708K	2,000	−15,455	trim
475	TrueWealth Advisors, LLC	$698K	1,972	−305	trim
476	Bull Harbor Capital LLC	$690K	1,949	—	no prior
477	BALLAST ADVISORS LLC	$687K	1,942	−115	trim
478	WealthPlan Investment Management, LLC	$685K	1,936	−1,751	trim
479	Values First Advisors, Inc.	$676K	1,911	−468	trim
480	BENJAMIN EDWARDS INC	$675K	1,909	+286	add
481	CITIZENS FINANCIAL GROUP INC/RI	$674K	1,904	+180	add
482	SIGNATUREFD, LLC	$667K	1,886	+207	add
483	Caldwell Trust Co	$666K	1,881	−823	trim
484	ICW Investment Advisors LLC	$660K	1,865	+183	add
485	ARQ WEALTH ADVISORS, LLC	$660K	1,864	+1,864	new
486	Ramsay, Stattman, Vela & Price, Inc.	$657K	1,856	−155	trim
487	WRIGHT INVESTORS SERVICE INC	$651K	1,841	+1,841	new
488	WEBSTER BANK, N. A.	$647K	1,827	−140	trim
489	OPPENHEIMER & CO INC	$644K	1,819	+97	add
490	Vectors Research Management, LLC	$637K	1,801	+9	add
491	Plan A Wealth LLC	$633K	1,790	+237	add
492	Frec Markets, Inc.	$617K	1,744	+1,035	add
493	Varenne Capital Partners	$616K	1,734	+1,734	new
494	Karani Asset Management LLC	$615K	1,737	+447	add
495	Private Advisor Group, LLC	$604K	1,708	−3,247	trim
496	ICICI Prudential Asset Management Co Ltd	$603K	1,705	−22	trim
497	Allworth Financial LP	$600K	1,696	+153	add
498	Turtle Creek Wealth Advisors, LLC	$598K	1,691	+887	add
499	Expressive Wealth LLC	$595K	1,700	+1,700	new
500	Krilogy Financial LLC	$595K	1,645	+242	add

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

Congress ↔ notable managers · ROP

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

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

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

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $51.7M held
Trimming: 1 Caxton Associates $228K held

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

Merged timeline of congressional filings and notable-manager moves on ROP
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	add	+79,154 sh
2026-05-14	Caxton Associates 13F	trim	−123 sh

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

15 members of Congress disclosed ROP — the congressional view ↗