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 ↗

SS&C TECH HLDGS · common stock · Q1 2026 · 8 members disclosed SSNC ↗

13F filers reporting this class for the quarter ended 2026-03-31: 487
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $10.9B
holders whose share count rose or who opened the position (new + add), by shares: 473
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 1

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 SSNC ranked by reported value, 1–25 of 488 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$1.4B	20,195,611	+20,195,611	NEW
2	FMR LLC	$745M	11,021,815	+11,021,815	NEW
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$742M	10,974,325	—	NO PRIOR
4	PZENA INVESTMENT MANAGEMENT LLC	$655M	9,699,260	+9,699,260	NEW
5	VANGUARD CAPITAL MANAGEMENT LLC	$625M	9,247,187	—	NO PRIOR
6	Janus Henderson Group Ltd.	$569M	8,425,246	+8,425,246	NEW
7	STATE STREET CORP	$423M	6,254,406	+6,254,406	NEW
8	CITADEL ADVISORS LLC	$377M	5,575,290	+5,575,290	NEW
9	BANK OF MONTREAL /CAN/	$338M	5,005,253	+5,005,253	NEW
10	Swedbank AB	$291M	4,307,795	+4,307,795	NEW
11	CANTILLON CAPITAL MANAGEMENT LLC	$254M	3,753,093	+3,753,093	NEW
12	DIMENSIONAL FUND ADVISORS LP	$211M	3,115,616	+3,115,616	NEW
13	AQR CAPITAL MANAGEMENT LLC	$191M	2,839,043	+2,839,043	NEW
14	Qube Research & Technologies Ltd	$151M	2,232,491	+2,232,491	NEW
15	Robeco Institutional Asset Management B.V.	$137M	2,021,301	+2,021,301	NEW
16	Amundi	$123M	1,816,353	+1,816,353	NEW
17	ALKEON CAPITAL MANAGEMENT LLC	$119M	1,764,916	+1,764,916	NEW
18	Boston Partners	$116M	1,722,525	+1,722,525	NEW
19	BANK OF AMERICA CORP /DE/	$113M	1,671,190	+1,671,190	NEW
20	JANE STREET GROUP, LLC	$108M	1,604,884	+1,604,884	NEW
21	NORTHERN TRUST CORP	$92.8M	1,373,476	+1,373,476	NEW
22	VANGUARD FIDUCIARY TRUST CO	$87.7M	1,298,078	—	NO PRIOR
23	MORGAN STANLEY	$87.2M	1,290,472	+1,290,472	NEW
24	Legal & General Group Plc	$82.7M	1,224,456	+1,224,456	NEW
25	BRANDES INVESTMENT PARTNERS, LP	$81.5M	1,205,943	+1,205,943	NEW

Show all 488 holders

13F holders of SSNC ranked by reported value, 26–488 of 488 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$79.6M	1,178,087	+1,178,087	NEW
27	DEUTSCHE BANK AG\	$69.2M	1,024,778	+1,024,778	NEW
28	Junto Capital Management LP	$69.0M	1,021,005	+1,021,005	NEW
29	MILLENNIUM MANAGEMENT LLC	$68.6M	1,015,822	+1,015,822	NEW
30	LAKEWOOD CAPITAL MANAGEMENT, LP	$64.0M	946,954	+946,954	NEW
31	D. E. Shaw & Co., Inc.	$63.6M	941,634	+941,634	NEW
32	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$62.9M	931,169	+931,169	NEW
33	FIRST TRUST ADVISORS LP	$61.3M	907,447	+907,447	NEW
34	Sunriver Management LLC	$53.9M	797,849	+797,849	NEW
35	Invesco Ltd.	$50.3M	744,944	+744,944	NEW
36	Squarepoint Ops LLC	$49.6M	733,949	+733,949	NEW
37	GMT CAPITAL CORP	$47.7M	705,520	+705,520	NEW
38	VICTORY CAPITAL MANAGEMENT INC	$47.3M	700,604	+700,604	NEW
39	MACKENZIE FINANCIAL CORP	$46.1M	682,308	+682,308	NEW
40	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$44.8M	663,379	+663,379	NEW
41	COMMERCE BANK	$44.5M	658,477	+658,477	NEW
42	Hudson Way Capital Management LLC	$44.0M	650,776	+650,776	NEW
43	Swiss National Bank	$43.6M	644,600	+644,600	NEW
44	WELLS FARGO & COMPANY/MN	$42.4M	628,168	+628,168	NEW
45	Heron Bay Capital Management	$42.1M	622,625	+622,625	NEW
46	UBS Group AG	$40.7M	601,959	+601,959	NEW
47	PANAGORA ASSET MANAGEMENT INC	$40.4M	597,329	+597,329	NEW
48	BAMCO INC /NY/	$38.7M	572,451	+572,451	NEW
49	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$35.2M	520,293	+520,293	NEW
50	Gotham Asset Management, LLC	$34.2M	506,115	+506,115	NEW
51	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$33.9M	501,921	+501,921	NEW
52	Allspring Global Investments Holdings, LLC	$33.3M	492,311	+492,311	NEW
53	Callodine Capital Management, LP	$30.4M	449,401	+449,401	NEW
54	SEB Asset Management AB	$29.6M	437,517	—	NO PRIOR
55	ZWJ INVESTMENT COUNSEL INC	$29.3M	433,312	+433,312	NEW
56	Quantinno Capital Management LP	$29.1M	431,341	+431,341	NEW
57	TUDOR INVESTMENT CORP ET AL	$29.1M	430,647	+293,383	ADD
58	Prana Capital Management, LP	$27.4M	404,814	+404,814	NEW
59	Korea Investment CORP	$26.1M	386,869	+386,869	NEW
60	Cresset Asset Management, LLC	$26.0M	384,770	+384,770	NEW
61	RAYMOND JAMES FINANCIAL INC	$25.7M	379,857	+379,857	NEW
62	VANGUARD ASSET MANAGEMENT, Ltd	$25.5M	377,357	—	NO PRIOR
63	ENVESTNET ASSET MANAGEMENT INC	$25.2M	372,277	+372,277	NEW
64	NORDEA INVESTMENT MANAGEMENT AB	$23.9M	357,707	+357,707	NEW
65	TWO SIGMA INVESTMENTS, LP	$21.6M	320,384	+320,384	NEW
66	Nuveen, LLC	$21.4M	316,288	+316,288	NEW
67	SEI INVESTMENTS CO	$20.5M	303,882	+303,882	NEW
68	Engineers Gate Manager LP	$19.7M	291,429	+291,429	NEW
69	HSBC HOLDINGS PLC	$18.8M	279,044	+279,044	NEW
70	APG Asset Management N.V.	$17.5M	298,665	+298,665	NEW
71	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$16.6M	245,178	+245,178	NEW
72	Point72 Asset Management, L.P.	$15.7M	233,014	+233,014	NEW
73	Mitsubishi UFJ Asset Management Co., Ltd.	$15.6M	230,292	+230,292	NEW
74	BNP Paribas Asset Management Holding S.A.	$15.5M	229,796	+229,796	NEW
75	Schonfeld Strategic Advisors LLC	$15.2M	225,616	+225,616	NEW
76	CRAWFORD INVESTMENT COUNSEL INC	$15.2M	224,376	+224,376	NEW
77	CITIGROUP INC	$14.7M	218,160	+218,160	NEW
78	Andra AP-fonden	$14.3M	210,900	+210,900	NEW
79	Moran Wealth Management, LLC	$13.9M	205,890	+205,890	NEW
80	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$13.8M	172,614	+172,614	NEW
81	Danica Pension, Livsforsikringsaktieselskab	$13.5M	200,021	+200,021	NEW
82	Distillate Capital Partners LLC	$12.9M	191,081	+191,081	NEW
83	Running Oak Capital LLC	$12.9M	190,888	+190,888	NEW
84	Foster Victor Wealth Advisors, LLC	$12.7M	181,140	+181,140	NEW
85	KIRR MARBACH & CO LLC /IN/	$12.7M	187,573	+187,573	NEW
86	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$12.6M	186,546	+186,546	NEW
87	Zurcher Kantonalbank (Zurich Cantonalbank)	$12.5M	184,329	+184,329	NEW
88	AVIVA PLC	$12.3M	182,149	+182,149	NEW
89	Assenagon Asset Management S.A.	$12.1M	179,104	+179,104	NEW
90	Tidal Investments LLC	$11.2M	166,010	+166,010	NEW
91	STATE OF WISCONSIN INVESTMENT BOARD	$10.8M	160,085	+160,085	NEW
92	ROYAL BANK OF CANADA	$10.7M	158,396	+158,396	NEW
93	Man Group plc	$10.7M	157,843	+157,843	NEW
94	VOYA INVESTMENT MANAGEMENT LLC	$10.4M	154,209	+154,209	NEW
95	Aberdeen Group plc	$10.4M	153,608	+153,608	NEW
96	Qsemble Capital Management, LP	$10.3M	152,723	+152,723	NEW
97	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	$10.1M	148,755	+148,755	NEW
98	TWINBEECH CAPITAL LP	$9.7M	144,135	+144,135	NEW
99	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$9.6M	142,302	+142,302	NEW
100	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$9.6M	142,122	+142,122	NEW
101	GHP Investment Advisors, Inc.	$9.5M	140,593	+140,593	NEW
102	SCHRODER INVESTMENT MANAGEMENT GROUP	$9.4M	139,328	+139,328	NEW
103	Skylands Capital, LLC	$9.4M	138,475	+138,475	NEW
104	Bryn Mawr Trust Advisors, LLC	$9.3M	138,215	+138,215	NEW
105	BANK OF NOVA SCOTIA	$9.0M	132,661	+132,661	NEW
106	QRG CAPITAL MANAGEMENT, INC.	$8.7M	129,323	+129,323	NEW
107	XTX Topco Ltd	$8.7M	128,719	+128,719	NEW
108	OCCUDO QUANTITATIVE STRATEGIES LP	$8.6M	124,427	+124,427	NEW
109	MERCER GLOBAL ADVISORS INC /ADV	$8.5M	125,770	+125,770	NEW
110	MEYER HANDELMAN CO	$8.3M	122,527	+122,527	NEW
111	FRANKLIN RESOURCES INC	$8.2M	120,847	+120,847	NEW
112	BURNEY CO/	$8.0M	118,211	+118,211	NEW
113	FULLER & THALER ASSET MANAGEMENT, INC.	$7.8M	116,172	+116,172	NEW
114	Aquatic Capital Management LLC	$7.7M	114,229	+114,229	NEW
115	Pictet Asset Management Holding SA	$7.7M	113,785	+113,785	NEW
116	FIFTH THIRD BANCORP	$7.7M	113,322	+113,322	NEW
117	Jain Global LLC	$7.5M	111,189	+111,189	NEW
118	ALLIANCEBERNSTEIN L.P.	$7.5M	85,927	+85,927	NEW
119	Vanguard Investments Australia, Ltd.	$7.4M	109,461	—	NO PRIOR
120	STIFEL FINANCIAL CORP	$7.3M	108,100	+108,100	NEW
121	Vanguard Global Advisers, LLC	$7.2M	106,305	—	NO PRIOR
122	PUBLIC SECTOR PENSION INVESTMENT BOARD	$7.0M	103,367	+103,367	NEW
123	Asset Management One Co., Ltd.	$7.0M	103,099	+103,099	NEW
124	BENJAMIN EDWARDS INC	$6.8M	101,356	+101,356	NEW
125	Old West Investment Management, LLC	$6.8M	100,419	+100,419	NEW
126	LPL Financial LLC	$6.5M	96,935	+96,935	NEW
127	WELLINGTON MANAGEMENT GROUP LLP	$6.5M	96,582	+96,582	NEW
128	Kingsview Wealth Management, LLC	$6.4M	95,065	+95,065	NEW
129	Tredje AP-fonden	$6.2M	91,437	+91,437	NEW
130	Pathstone Holdings, LLC	$5.9M	87,710	+87,710	NEW
131	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$5.8M	85,507	+85,507	NEW
132	STOREBRAND ASSET MANAGEMENT AS	$5.8M	85,304	—	NO PRIOR
133	Mariner, LLC	$5.8M	85,302	+85,302	NEW
134	Numerai GP LLC	$5.7M	84,488	+84,488	NEW
135	Highlander Partners, L.P.	$5.5M	81,800	+81,800	NEW
136	Empowered Funds, LLC	$5.5M	81,303	+81,303	NEW
137	Marks Group Wealth Management, Inc	$5.5M	81,114	+81,114	NEW
138	ProShare Advisors LLC	$5.1M	75,989	+75,989	NEW
139	BTC Capital Management, Inc.	$5.0M	74,198	+74,198	NEW
140	Lansforsakringar Fondforvaltning AB (publ)	$5.0M	73,830	+73,830	NEW
141	TD ASSET MANAGEMENT INC	$5.0M	73,347	+73,347	NEW
142	NOMURA ASSET MANAGEMENT CO LTD	$4.9M	72,125	+72,125	NEW
143	State of New Jersey Common Pension Fund D	$4.8M	71,207	+71,207	NEW
144	Parcion Private Wealth LLC	$4.7M	69,093	+69,093	NEW
145	Paradiem, LLC	$4.3M	64,119	+64,119	NEW
146	Resona Asset Management Co.,Ltd.	$4.3M	63,702	+63,702	NEW
147	SIGNET FINANCIAL MANAGEMENT, LLC	$4.1M	60,670	+60,670	NEW
148	Summit Financial, LLC	$4.0M	59,710	+59,710	NEW
149	Arizona State Retirement System	$4.0M	59,677	+59,677	NEW
150	Ruffer LLP	$4.0M	58,535	+58,535	NEW
151	Trexquant Investment LP	$4.0M	58,594	+58,594	NEW
152	Katamaran Capital LLP	$4.0M	58,581	+58,581	NEW
153	Brevan Howard Capital Management LP	$3.9M	58,190	+58,190	NEW
154	Weiss Asset Management LP	$3.9M	58,022	+58,022	NEW
155	Oak Thistle LLC	$3.8M	56,862	+56,862	NEW
156	Mirae Asset Global Investments Co., Ltd.	$3.8M	56,227	+56,227	NEW
157	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$3.5M	52,346	+52,346	NEW
158	Meiji Yasuda Asset Management Co Ltd.	$3.4M	50,126	+50,126	NEW
159	Creative Planning	$3.4M	50,040	+50,040	NEW
160	Cerity Partners LLC	$3.3M	49,045	+49,045	NEW
161	EXENCIAL WEALTH ADVISORS, LLC	$3.2M	46,893	+46,893	NEW
162	USS Investment Management Ltd	$3.2M	46,636	+46,636	NEW
163	MML INVESTORS SERVICES, LLC	$3.0M	44,009	+44,009	NEW
164	IFM Investors Pty Ltd	$2.9M	43,633	+43,633	NEW
165	Headlands Technologies LLC	$2.9M	42,950	+42,950	NEW
166	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$2.9M	42,216	+42,216	NEW
167	National Pension Service	$2.7M	40,367	+40,367	NEW
168	PALISADE CAPITAL MANAGEMENT, LP	$2.7M	40,130	+40,130	NEW
169	CIBC Bancorp USA Inc.	$2.7M	39,930	—	NO PRIOR
170	Aristides Capital LLC	$2.7M	39,839	+39,839	NEW
171	TITAN GLOBAL CAPITAL MANAGEMENT USA LLC	$2.6M	39,151	+39,151	NEW
172	Federation des caisses Desjardins du Quebec	$2.6M	39,104	+39,104	NEW
173	Walleye Capital LLC	$2.6M	39,070	+39,070	NEW
174	LECAP ASSET MANAGEMENT LTD	$2.6M	38,550	+38,550	NEW
175	STEPHENS INC /AR/	$2.6M	38,298	+38,298	NEW
176	Woodbridge CO LTD	$2.6M	37,805	+37,805	NEW
177	OMERS ADMINISTRATION Corp	$2.5M	37,700	+37,700	NEW
178	CANADA PENSION PLAN INVESTMENT BOARD	$2.5M	36,800	+36,800	NEW
179	Focus Partners Wealth	$2.5M	36,159	+36,159	NEW
180	Wilmington Savings Fund Society, FSB	$2.4M	35,944	+35,944	NEW
181	Daiwa Securities Group Inc.	$2.4M	35,446	+35,446	NEW
182	Y-Intercept (Hong Kong) Ltd	$2.4M	34,868	+34,868	NEW
183	FORMULA GROWTH LTD	$2.3M	34,725	+34,725	NEW
184	Bridgewater Associates, LP	$2.3M	34,704	+34,704	NEW
185	Utah Retirement Systems	$2.3M	34,083	+34,083	NEW
186	MACQUARIE GROUP LTD	$2.3M	33,769	+33,769	NEW
187	NewEdge Advisors, LLC	$2.2M	32,246	+32,246	NEW
188	XPONANCE LLC	$2.2M	32,041	+32,041	NEW
189	OPPENHEIMER ASSET MANAGEMENT INC.	$2.2M	31,982	+31,982	NEW
190	FORA Capital, LLC	$2.2M	31,870	+31,870	NEW
191	Legal Advantage Investments, Inc.	$2.1M	31,700	+31,700	NEW
192	CLARK ESTATES INC/NY	$2.1M	31,000	+31,000	NEW
193	LAZARD ASSET MANAGEMENT LLC	$2.1M	30,746	+30,746	NEW
194	ASSETMARK, INC	$2.1M	30,528	+30,528	NEW
195	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$2.0M	30,269	+30,269	NEW
196	AIGEN INVESTMENT MANAGEMENT, LP	$2.0M	29,898	+29,898	NEW
197	Eaton Financial Holdings Company, LLC	$2.0M	29,622	+29,622	NEW
198	NISSAY ASSET MANAGEMENT CORP /JAPAN	$2.0M	29,197	+29,197	NEW
199	INCEPTIONR LLC	$2.0M	29,002	+29,002	NEW
200	Pekin Hardy Strauss, Inc.	$2.0M	28,891	+28,891	NEW
201	Dynamic Technology Lab Private Ltd	$1.9M	27,810	+27,810	NEW
202	TRUIST FINANCIAL CORP	$1.9M	27,716	+27,716	NEW
203	UNIVEST FINANCIAL Corp	$1.9M	27,488	+27,488	NEW
204	Cetera Investment Advisers	$1.8M	27,224	+27,224	NEW
205	&PARTNERS	$1.8M	27,130	+27,130	NEW
206	BOYAR ASSET MANAGEMENT INC.	$1.8M	25,983	+25,983	NEW
207	FOX RUN MANAGEMENT, L.L.C.	$1.7M	25,821	+25,821	NEW
208	PICTON MAHONEY ASSET MANAGEMENT	$1.7M	25,268	+25,268	NEW
209	Fieldview Capital Management, LLC	$1.7M	25,116	+25,116	NEW
210	Illinois Municipal Retirement Fund	$1.7M	24,482	+24,482	NEW
211	CWM, LLC	$1.6M	24,335	+24,335	NEW
212	Inlet Private Wealth, LLC	$1.6M	23,525	+23,525	NEW
213	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$1.6M	23,478	+23,478	NEW
214	Investment Management Corp of Ontario	$1.6M	23,327	+23,327	NEW
215	OP Asset Management Ltd	$1.6M	23,227	—	NO PRIOR
216	NATIXIS	$1.6M	22,958	+22,958	NEW
217	Board of the Pension Protection Fund	$1.5M	22,900	+22,900	NEW
218	Sumitomo Mitsui DS Asset Management Company, Ltd	$1.5M	22,844	+22,844	NEW
219	Ensign Peak Advisors, Inc	$1.5M	22,507	+22,507	NEW
220	Summit Trail Advisors, LLC	$1.5M	22,281	+22,281	NEW
221	CHOREO, LLC	$1.5M	21,596	+21,596	NEW
222	Vanguard Personalized Indexing Management, LLC	$1.4M	21,344	+21,344	NEW
223	Rehmann Capital Advisory Group	$1.4M	20,902	+20,902	NEW
224	AXQ CAPITAL, LP	$1.4M	20,417	+20,417	NEW
225	WOLVERINE ASSET MANAGEMENT LLC	$1.4M	20,165	+20,165	NEW
226	Swiss Life Asset Management Ltd	$1.3M	19,251	+19,251	NEW
227	US BANCORP \DE\	$1.3M	19,025	+19,025	NEW
228	Osmosis Investment Management UK Ltd	$1.3M	18,868	+18,868	NEW
229	BLAIR WILLIAM & CO/IL	$1.3M	18,533	+18,533	NEW
230	CSS LLC/IL	$1.2M	18,390	+18,390	NEW
231	Convergence Investment Partners, LLC	$1.2M	17,982	+17,982	NEW
232	Freestone Grove Partners LP	$1.2M	17,689	+17,689	NEW
233	Sanctuary Advisors, LLC	$1.2M	17,214	+17,214	NEW
234	EP Wealth Advisors, LLC	$1.2M	17,211	+17,211	NEW
235	Argos Wealth Advisors, LLC	$1.1M	16,910	+16,910	NEW
236	Bridgefront Capital, LLC	$1.1M	16,453	+16,453	NEW
237	COMMONWEALTH EQUITY SERVICES, LLC	$1.1M	16,373	+16,373	NEW
238	Inspire Investing, LLC	$1.1M	15,978	+15,978	NEW
239	Tower Research Capital LLC (TRC)	$1.0M	15,323	+15,323	NEW
240	TWO SIGMA SECURITIES, LLC	$1.0M	15,256	+15,256	NEW
241	Meiji Yasuda Life Insurance Co	$1.0M	14,997	+14,997	NEW
242	Hennion & Walsh Asset Management, Inc.	$1.0M	14,956	+14,956	NEW
243	GROUPAMA ASSET MANAGMENT	$1.0M	14,809	+14,809	NEW
244	Vest Financial, LLC	$984K	14,562	+14,562	NEW
245	Wealthfront Advisers LLC	$963K	14,253	+14,253	NEW
246	Avantra Family Wealth, Inc.	$955K	14,136	+14,136	NEW
247	Storgate, LLC	$952K	14,094	+14,094	NEW
248	Cannon Global Investment Management, LLC	$946K	14,000	+14,000	NEW
249	VARCOV Co.	$944K	13,970	+13,970	NEW
250	Western Wealth Management, LLC	$928K	13,741	+13,741	NEW
251	ABN AMRO INVESTMENT SOLUTIONS	$927K	13,723	+13,723	NEW
252	Impact Partnership Wealth, LLC	$923K	13,661	+13,661	NEW
253	Polymer Capital Management (US) LLC	$909K	13,448	+13,448	NEW
254	INTECH INVESTMENT MANAGEMENT LLC	$888K	13,149	+13,149	NEW
255	CIBC WORLD MARKET INC.	$875K	12,945	+12,945	NEW
256	World Investment Advisors	$858K	12,699	+12,699	NEW
257	Centiva Capital, LP	$837K	12,391	+12,391	NEW
258	ANCHOR CAPITAL ADVISORS LLC	$834K	12,348	+12,348	NEW
259	Atria Investments, Inc	$819K	12,121	+12,121	NEW
260	Rockefeller Capital Management L.P.	$807K	11,936	+11,936	NEW
261	Eurizon Capital SGR S.p.A.	$802K	11,879	+11,879	NEW
262	Kestra Advisory Services, LLC	$786K	11,635	+11,635	NEW
263	CHICAGO TRUST Co NA	$779K	11,523	+11,523	NEW
264	AFFINITY INVESTMENT ADVISORS, LLC	$766K	11,341	+11,341	NEW
265	CIBC Asset Management Inc	$763K	11,286	+11,286	NEW
266	Archford Capital Strategies, LLC	$739K	10,939	+10,939	NEW
267	AMERICAN CENTURY COMPANIES INC	$737K	10,906	+10,906	NEW
268	Atom Investors LP	$736K	10,899	+10,899	NEW
269	Rakuten Investment Management, Inc.	$731K	10,965	+10,965	NEW
270	Laird Norton Wetherby Trust Company, LLC	$729K	10,784	+10,784	NEW
271	OPPENHEIMER & CO INC	$719K	10,642	+10,642	NEW
272	44 WEALTH MANAGEMENT LLC	$718K	10,624	+10,624	NEW
273	EVENTIDE ASSET MANAGEMENT, LLC	$704K	10,562	+10,562	NEW
274	Maryland State Retirement & Pension System	$679K	10,044	+10,044	NEW
275	Auxano Advisors, LLC	$678K	10,027	+10,027	NEW
276	one8zero8, LLC	$673K	9,960	+9,960	NEW
277	ALPS ADVISORS INC	$665K	9,838	+9,838	NEW
278	TECTONIC ADVISORS LLC	$663K	9,807	+9,807	NEW
279	Corient Private Wealth LLC	$652K	12,447	+12,447	NEW
280	Vident Advisory, LLC	$622K	9,211	+9,211	NEW
281	PRUDENTIAL FINANCIAL INC	$620K	9,171	+9,171	NEW
282	111 Capital	$611K	9,047	+9,047	NEW
283	BOOTHBAY FUND MANAGEMENT, LLC	$611K	9,040	+9,040	NEW
284	OXFORD ASSET MANAGEMENT LLP	$610K	9,031	+9,031	NEW
285	Haven Private, LLC	$603K	8,927	+8,927	NEW
286	EntryPoint Capital, LLC	$602K	8,910	+8,910	NEW
287	TOKIO MARINE ASSET MANAGEMENT CO LTD	$596K	8,816	+8,816	NEW
288	Clearstead Advisors, LLC	$586K	8,677	+8,677	NEW
289	Envestnet Portfolio Solutions, Inc.	$586K	8,670	+8,670	NEW
290	Woodline Partners LP	$581K	8,597	+8,597	NEW
291	Sylvest Advisors, LLC	$581K	8,595	+8,595	NEW
292	OSAIC HOLDINGS, INC.	$573K	8,478	+8,478	NEW
293	Caprock Group, LLC	$571K	8,447	+8,447	NEW
294	FIDUCIARY TRUST CO	$557K	8,236	+8,236	NEW
295	Allianz Asset Management GmbH	$547K	8,098	+8,098	NEW
296	CREDIT AGRICOLE S A	$545K	8,071	+8,071	NEW
297	Truvestments Capital LLC	$541K	8,008	+8,008	NEW
298	Triad Wealth Partners, LLC	$537K	7,952	+7,952	NEW
299	SHEETS SMITH WEALTH MANAGEMENT	$537K	7,947	+7,947	NEW
300	Sequoia Financial Advisors, LLC	$537K	7,941	+7,941	NEW
301	EAGLE ROCK INVESTMENT COMPANY, LLC	$520K	7,700	+7,700	NEW
302	PRINCIPAL SECURITIES, INC.	$514K	7,602	+7,602	NEW
303	Avanza Fonder AB	$505K	7,476	+7,476	NEW
304	Callan Family Office, LLC	$502K	7,433	+7,433	NEW
305	Waverly Advisors, LLC	$498K	7,373	+7,373	NEW
306	Rothschild Wealth LLC	$485K	7,177	+7,177	NEW
307	WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	$479K	7,096	+7,096	NEW
308	DENALI ADVISORS LLC	$473K	7,000	+7,000	NEW
309	Merit Financial Group, LLC	$460K	6,800	+6,800	NEW
310	M&T BANK CORP	$452K	6,687	+6,687	NEW
311	Prudent Man Advisors, LLC	$448K	6,625	+6,625	NEW
312	Legacy Wealth Asset Management, LLC	$437K	6,474	+6,474	NEW
313	Qtron Investments LLC	$433K	6,413	+6,413	NEW
314	Blueshift Asset Management, LLC	$420K	6,215	+6,215	NEW
315	EVOLVE PRIVATE WEALTH, LLC	$415K	6,148	+6,148	NEW
316	RITHOLTZ WEALTH MANAGEMENT	$411K	6,079	+6,079	NEW
317	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$407K	6,021	+6,021	NEW
318	QUADRANT CAPITAL GROUP LLC	$404K	5,976	+5,976	NEW
319	R Squared Ltd	$404K	5,975	+5,975	NEW
320	Pallas Capital Advisors LLC	$397K	5,869	+5,869	NEW
321	Alhambra Investment Management LLC	$389K	5,755	+5,755	NEW
322	Chicago Partners Investment Group LLC	$387K	5,472	+5,472	NEW
323	Snowden Capital Advisors LLC	$385K	5,692	+5,692	NEW
324	OSSIAM	$379K	5,616	+5,616	NEW
325	PRINCIPAL FINANCIAL GROUP INC	$378K	5,589	+5,589	NEW
326	MQS Management LLC	$372K	5,502	+5,502	NEW
327	Mutual Advisors, LLC	$370K	5,469	+5,469	NEW
328	ASR Vermogensbeheer N.V.	$364K	5,394	+5,394	NEW
329	KESTRA PRIVATE WEALTH SERVICES, LLC	$364K	5,382	+5,382	NEW
330	Magnetar Financial LLC	$349K	5,172	+5,172	NEW
331	MIRABELLA FINANCIAL SERVICES LLP	$348K	5,149	+5,149	NEW
332	IMC-Chicago, LLC	$347K	5,131	+5,131	NEW
333	Dynamic Advisor Solutions LLC	$338K	4,997	+4,997	NEW
334	CAXTON ASSOCIATES LLP	$324K	4,797	+4,797	NEW
335	REGIONS FINANCIAL CORP	$323K	4,773	+4,773	NEW
336	Compound Planning, Inc.	$319K	4,718	+4,718	NEW
337	NATIONAL BANK OF CANADA /FI/	$316K	4,670	+4,670	NEW
338	Atlantic Union Bankshares Corp	$310K	4,582	+4,582	NEW
339	Kera Capital Partners, Inc.	$303K	4,486	+4,486	NEW
340	Aaron Wealth Advisors LLC	$301K	4,461	+4,461	NEW
341	WINTON GROUP Ltd	$299K	4,422	+4,422	NEW
342	Evercore Wealth Management, LLC	$298K	4,410	+4,410	NEW
343	HB Wealth Management, LLC	$280K	4,151	+4,151	NEW
344	HighTower Advisors, LLC	$269K	3,987	+3,987	NEW
345	CHILDRESS CAPITAL ADVISORS, LLC	$268K	3,962	+3,962	NEW
346	MGO ONE SEVEN LLC	$266K	3,937	+3,937	NEW
347	SGL Investment Advisors, Inc.	$265K	3,946	+3,946	NEW
348	Focus Partners Advisor Solutions, LLC	$261K	3,867	+3,867	NEW
349	Ritter Alpha, LP	$261K	3,856	+3,856	NEW
350	AlphaCore Capital LLC	$260K	3,846	+3,846	NEW
351	NICOLET BANKSHARES INC	$256K	3,788	+3,788	NEW
352	Johnson Financial Group, LLC	$255K	3,776	+3,776	NEW
353	Vise Technologies, Inc.	$254K	2,910	+2,910	NEW
354	Ascent Group, LLC	$253K	3,749	+3,749	NEW
355	Quarry LP	$251K	3,710	+3,710	NEW
356	Meeder Advisory Services, Inc.	$245K	3,629	+3,629	NEW
357	Bull Harbor Capital LLC	$244K	3,604	—	NO PRIOR
358	Kathmere Capital Management, LLC	$242K	3,582	+3,582	NEW
359	Krilogy Financial LLC	$239K	3,352	+3,352	NEW
360	HANCOCK WHITNEY CORP	$238K	3,435	+3,435	NEW
361	Optas, LLC	$237K	3,508	+3,508	NEW
362	Meixler Investment Management, Ltd.	$237K	3,464	+3,464	NEW
363	Farringdon Capital, Ltd.	$236K	3,496	+3,496	NEW
364	Quadrature Capital Ltd	$228K	3,369	+3,369	NEW
365	TEACHER RETIREMENT SYSTEM OF TEXAS	$222K	3,288	+3,288	NEW
366	MAI Capital Management	$217K	3,205	+3,205	NEW
367	Quadcap Wealth Management, LLC	$214K	3,169	+3,169	NEW
368	Allworth Financial LP	$213K	3,156	+3,156	NEW
369	Arax Advisory Partners	$211K	3,131	+3,131	NEW
370	Baker Avenue Asset Management, LP	$210K	3,114	+3,114	NEW
371	Net Worth Advisory Group	$209K	3,095	+3,095	NEW
372	Indivisible Partners	$206K	3,055	+3,055	NEW
373	Siemens Fonds Invest GmbH	$206K	3,047	+3,047	NEW
374	Dai-ichi Life Insurance Company, Ltd	$205K	3,031	+3,031	NEW
375	State of Wyoming	$204K	3,021	+3,021	NEW
376	MONETA GROUP INVESTMENT ADVISORS LLC	$201K	2,982	+2,982	NEW
377	Transamerica Financial Advisors, LLC	$197K	2,920	+2,920	NEW
378	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$162K	2,397	+2,397	NEW
379	Smartleaf Asset Management LLC	$131K	1,959	+1,959	NEW
380	Advisors Asset Management, Inc.	$129K	1,914	+1,914	NEW
381	KBC Group NV	$129K	1,908,477	+1,908,477	NEW
382	Steward Partners Investment Advisory, LLC	$110K	1,628	+1,628	NEW
383	Medallion Wealth Advisors, LLC	$106K	1,566	—	NO PRIOR
384	Blue Trust, Inc.	$94.9K	1,405	+1,405	NEW
385	FIL Ltd	$88.4K	1,308	+1,308	NEW
386	Larson Financial Group LLC	$60.9K	902	+902	NEW
387	Rialto Wealth Management, LLC	$58.7K	868	+868	NEW
388	Global X Japan Co., Ltd.	$53.7K	794	+794	NEW
389	Parkside Financial Bank & Trust	$50.9K	754	+754	NEW
390	WESTPAC BANKING CORP	$49.9K	738	+738	NEW
391	Wealth Enhancement Trust Services, Inc.	$48.4K	717	+717	NEW
392	Johnson Financial Group, Inc.	$47.3K	700	+700	NEW
393	Financial Perspectives, Inc	$45.3K	670	+670	NEW
394	True Wealth Design, LLC	$39.6K	586	+586	NEW
395	Deseret Mutual Benefit Administrators	$37.1K	549	+549	NEW
396	1248 Management, LLC	$36.7K	543	+543	NEW
397	BELLEVUE ASSET MANAGEMENT, LLC	$36.6K	541	+541	NEW
398	Treasurer of the State of North Carolina	$35.3K	522,275	+522,275	NEW
399	CENTRAL TRUST Co	$34.5K	510	+510	NEW
400	TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA	$33.8K	500	+500	NEW
401	ROYAL LONDON ASSET MANAGEMENT LTD	$30.0K	444	+444	NEW
402	SALEM INVESTMENT COUNSELORS INC	$27.0K	400	+400	NEW
403	CVA Family Office, LLC	$24.5K	362	+362	NEW
404	JONES FINANCIAL COMPANIES LLLP	$22.8K	338	+338	NEW
405	MBM WEALTH CONSULTANTS, LLC	$22.1K	327	+327	NEW
406	Caldwell Trust Co	$21.9K	324	+324	NEW
407	ENTRUST FINANCIAL LLC	$19.1K	282	+282	NEW
408	JFS WEALTH ADVISORS, LLC	$18.6K	275	+275	NEW
409	Owl Creek Wealth Partners LLC	$17.8K	263	—	NO PRIOR
410	EFG International AG	$16.9K	250	+250	NEW
411	Hilton Head Capital Partners, LLC	$16.1K	239	+239	NEW
412	WPG Advisers, LLC	$15.7K	232	+232	NEW
413	Community Financial Services Group, LLC	$14.7K	218	+218	NEW
414	ATWOOD & PALMER INC	$14.0K	207	+207	NEW
415	ACADIAN ASSET MANAGEMENT LLC	$13.7K	202,083	+202,083	NEW
416	Frazier Financial Advisors, LLC	$12.2K	180	+180	NEW
417	TOMPKINS FINANCIAL CORP	$10.5K	155	+155	NEW
418	First Pacific Financial	$9.7K	144	+144	NEW
419	West Branch Capital LLC	$9.6K	142	+142	NEW
420	MEEDER ASSET MANAGEMENT INC	$9.3K	137	+137	NEW
421	TD Waterhouse Canada Inc.	$9.1K	135	+135	NEW
422	Global Trust Asset Management, LLC	$8.6K	128	+128	NEW
423	Pinnacle Wealth Planning Services, Inc.	$8.4K	125	+125	NEW
424	CANADA LIFE ASSURANCE Co	$8.4K	123,991	+123,991	NEW
425	Private Wealth Management Group, LLC	$7.3K	108	+108	NEW
426	JPL Wealth Management, LLC	$7.2K	107	+107	NEW
427	Crewe Advisors LLC	$6.6K	98	+98	NEW
428	Key FInancial Inc	$6.5K	96	+96	NEW
429	Bell Investment Advisors, Inc	$6.2K	92	+92	NEW
430	ELEVATION WEALTH PARTNERS, LLC	$5.6K	83	+83	NEW
431	Signature Equity Partners, LLC	$4.5K	66	+66	NEW
432	MATHER GROUP, LLC.	$4.3K	64	+64	NEW
433	Dogwood Wealth Management LLC	$4.3K	63	+63	NEW
434	DekaBank Deutsche Girozentrale	$4.0K	58,561	+58,561	NEW
435	SJS Investment Consulting Inc.	$3.9K	57	+57	NEW
436	Sachetta, LLC	$3.9K	57	+57	NEW
437	Purpose Unlimited Inc.	$3.3K	49	+49	NEW
438	HRT FINANCIAL LP	$3.0K	44,006	+44,006	NEW
439	UMB Bank, n.a.	$2.8K	42	+42	NEW
440	SouthState Bank Corp	$2.8K	41	+41	NEW
441	DiNuzzo Private Wealth, Inc.	$2.8K	41	+41	NEW
442	Intentional Wealth Strategies, LLC	$2.8K	41	—	NO PRIOR
443	ALBION FINANCIAL GROUP /UT	$2.7K	40	+40	NEW
444	Cromwell Holdings LLC	$2.7K	40	+40	NEW
445	Physician Wealth Advisors, Inc.	$2.6K	39	+39	NEW
446	Marquette Asset Management, LLC	$2.2K	32	+32	NEW
447	Kilter Group LLC	$2.2K	32	+32	NEW
448	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$2.1K	31	+31	NEW
449	Sunrise Financial Services, LLC	$2.1K	31	+31	NEW
450	MV CAPITAL MANAGEMENT, INC.	$2.0K	30	+30	NEW
451	HM PAYSON & CO	$2.0K	29	+29	NEW
452	TD Capital Management LLC	$1.9K	29	+29	NEW
453	BROWN, LISLE/CUMMINGS, INC.	$1.9K	28	+28	NEW
454	Abound Wealth Management	$1.8K	27	+27	NEW
455	State of Alaska, Department of Revenue	$1.7K	25,623	+25,623	NEW
456	THRIVENT FINANCIAL FOR LUTHERANS	$1.7K	24,951	+24,951	NEW
457	GSA CAPITAL PARTNERS LLP	$1.7K	24,910	+24,910	NEW
458	Activest Wealth Management	$1.4K	21	+21	NEW
459	Penserra Capital Management LLC	$1.2K	18,372	+18,372	NEW
460	Manchester Capital Management LLC	$1.0K	15	+15	NEW
461	PARK AVENUE SECURITIES LLC	$834	12,350	+12,350	NEW
462	Triumph Capital Management	$811	12	+12	NEW
463	Vermillion Wealth Management, Inc.	$811	12	+12	NEW
464	Rakuten Securities, Inc.	$811	12	+12	NEW
465	Quaker Wealth Management, LLC	$609	9	+9	NEW
466	Vestcor Inc	$557	8,237	+8,237	NEW
467	Retirement Wealth Solutions LLC	$541	8	+8	NEW
468	HFM Investment Advisors, LLC	$541	8	+8	NEW
469	TopTier Wealth Management, LLC	$541	8	+8	NEW
470	Breakwater Investment Management	$473	7	+7	NEW
471	Legacy Wealth Managment, LLC/ID	$473	7	+7	NEW
472	American Capital Advisory, LLC	$406	6	+6	NEW
473	Elevated Capital Advisors, LLC	$338	5	+5	NEW
474	SHP Wealth Management	$338	5	+5	NEW
475	Seneschal Advisors, LLC	$338	5	+5	NEW
476	Cambridge Investment Research Advisors, Inc.	$286	4,229	+4,229	NEW
477	Cassaday & Co Wealth Management LLC	$271	4	+4	NEW
478	Capital Analysts, LLC	$141	2,093	+2,093	NEW
479	VISION FINANCIAL MARKETS LLC	$138	3	+3	NEW
480	DHJJ Financial Advisors, Ltd.	$136	2	+2	NEW
481	TOTH FINANCIAL ADVISORY CORP	$68	1	+1	NEW
482	TFC Financial Management, Inc.	$68	1	+1	NEW
483	Winthrop Capital Management, LLC	$36	527	+527	NEW
484	VALLEY NATIONAL ADVISERS INC	$16	237	+237	NEW
485	Capital Advisors, Ltd. LLC	$14	212	+212	NEW
486	Farmers & Merchants Trust Co of Chambersburg PA	$5	78	+78	NEW
487	Avion Wealth	$2	40	+40	NEW
488	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	—	—	−9	EXIT

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

Congress ↔ notable managers · SSNC

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: 4 Gotham Asset Management, Tudor Investment Corp, Bridgewater Associates, Caxton Associates $66.0M held
Trimming: 0 — $0 held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · SS&C TECH HLDGS

Merged timeline of congressional filings and notable-manager moves on SSNC
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	NEW	+506,115 sh
2026-05-15	Tudor Investment Corp 13F	ADD	+293,383 sh
2026-05-15	Bridgewater Associates 13F	NEW	+34,704 sh
2026-05-14	Caxton Associates 13F	NEW	+4,797 sh

4 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.