Who holds SSNCticker 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 · COM · quarter ended 2026-03-31 · 8 members disclosed SSNC ↗

487

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

$10.9B

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

473

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 SSNC ranked by reported value
#	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
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

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

Congress ↔ notable managers · SSNC

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

new + add vs trim + exit, by shares · $ = 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 rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

8 members of Congress disclosed SSNC — the congressional view ↗