Who holds Tticker 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 ↗
2,438
holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed
$124B
combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled
1,259
addsholders whose share count rose or who opened the position (new + add), by shares
199
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| # | Filer | Reported value | Shares | Δ shares | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $16.3B | 560,997,651 | −8,872,596 | trim |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $13.2B | 454,765,528 | — | no prior |
| 3 | STATE STREET CORP | $9.2B | 315,804,934 | −16,284,789 | trim |
| 4 | Newport Trust Company, LLC | $5.2B | 179,474,938 | −3,976,941 | trim |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $5.1B | 175,017,151 | +4,013,379 | add |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $3.9B | 133,554,764 | — | no prior |
| 7 | BANK OF AMERICA CORP /DE/ | $3.6B | 125,191,700 | +5,449,222 | add |
| 8 | JPMORGAN CHASE & CO | $3.4B | 118,227,450 | +45,829,872 | add |
| 9 | Capital World Investors | $3.2B | 109,243,734 | +64,066,995 | add |
| 10 | MORGAN STANLEY | $3.0B | 105,195,019 | −1,749,378 | trim |
| 11 | GQG Partners LLC | $2.4B | 81,353,084 | −4,654,561 | trim |
| 12 | Bank of New York Mellon Corp | $2.1B | 72,764,509 | +8,197,935 | add |
| 13 | NORTHERN TRUST CORP | $2.0B | 68,723,236 | −342,156 | trim |
| 14 | Capital Research Global Investors | $1.8B | 61,572,383 | −535,790 | trim |
| 15 | FMR LLC | $1.7B | 57,669,258 | +577,692 | add |
| 16 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.6B | 54,279,596 | +3,903,959 | add |
| 17 | AMERIPRISE FINANCIAL INC | $1.5B | 53,281,073 | +636,967 | add |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.5B | 52,524,575 | +924,111 | add |
| 19 | DIMENSIONAL FUND ADVISORS LP | $1.5B | 50,056,268 | +54,362 | add |
| 20 | Legal & General Group Plc | $1.4B | 48,005,654 | +65,602 | add |
| 21 | Invesco Ltd. | $1.4B | 47,877,314 | −7,643,154 | trim |
| 22 | VANGUARD FIDUCIARY TRUST CO | $1.1B | 39,394,239 | — | no prior |
| 23 | ROYAL BANK OF CANADA | $1.1B | 37,562,794 | −1,330,972 | trim |
| 24 | Amundi | $1.0B | 36,152,475 | −7,722,978 | trim |
| 25 | DEUTSCHE BANK AG\ | $937M | 32,312,120 | +851,760 | add |
| 26 | THORNBURG INVESTMENT MANAGEMENT INC | $900M | 31,045,244 | +2,000,736 | add |
| 27 | RAYMOND JAMES FINANCIAL INC | $844M | 29,142,722 | +2,789,263 | add |
| 28 | Nuveen, LLC | $842M | 29,030,731 | +3,112,874 | add |
| 29 | UBS Group AG | $818M | 28,219,955 | +5,270,009 | add |
| 30 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $700M | 24,147,315 | 0 | no change |
| 31 | D. E. Shaw & Co., Inc. | $653M | 22,524,209 | −7,460,575 | trim |
| 32 | Allianz Asset Management GmbH | $637M | 21,971,802 | +3,963,099 | add |
| 33 | Swiss National Bank | $603M | 20,805,784 | +1,211,700 | add |
| 34 | FRANKLIN RESOURCES INC | $571M | 19,680,551 | +11,316,950 | add |
| 35 | Sumitomo Mitsui Trust Group, Inc. | $544M | 18,777,488 | −897,296 | trim |
| 36 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $541M | 18,668,905 | −6,486,692 | trim |
| 37 | AQR CAPITAL MANAGEMENT LLC | $526M | 18,345,038 | −233,808 | trim |
| 38 | BANK OF MONTREAL /CAN/ | $506M | 17,451,384 | +4,671,369 | add |
| 39 | National Pension Service | $505M | 17,404,803 | +17,404,803 | new |
| 40 | WELLS FARGO & COMPANY/MN | $495M | 17,090,723 | +35,910 | add |
| 41 | HSBC HOLDINGS PLC | $495M | 17,091,054 | −21,092,836 | trim |
| 42 | ENVESTNET ASSET MANAGEMENT INC | $478M | 16,497,160 | +2,573,588 | add |
| 43 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | $472M | 16,274,183 | −4,713,219 | trim |
| 44 | Mitsubishi UFJ Asset Management Co., Ltd. | $463M | 15,977,741 | +982,227 | add |
| 45 | Vanguard Global Advisers, LLC | $453M | 15,610,944 | — | no prior |
| 46 | CANADA PENSION PLAN INVESTMENT BOARD | $439M | 15,155,681 | +3,324,076 | add |
| 47 | VANGUARD ASSET MANAGEMENT, Ltd | $404M | 13,946,914 | — | no prior |
| 48 | ALLIANCEBERNSTEIN L.P. | $388M | 15,603,737 | −193,193 | trim |
| 49 | Robeco Institutional Asset Management B.V. | $380M | 13,094,386 | −682,687 | trim |
| 50 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | $376M | 12,985,610 | +2,751,703 | add |
| 51 | LPL Financial LLC | $348M | 11,988,366 | +337,609 | add |
| 52 | ASSETMARK, INC | $317M | 10,927,811 | +6,285 | add |
| 53 | MILLENNIUM MANAGEMENT LLC | $275M | 9,487,497 | +4,648,584 | add |
| 54 | SEI INVESTMENTS CO | $272M | 9,367,726 | +2,506,319 | add |
| 55 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $242M | 8,344,709 | +7,914,450 | add |
| 56 | PRINCIPAL FINANCIAL GROUP INC | $240M | 8,290,172 | −28,990 | trim |
| 57 | WORLDQUANT MILLENNIUM ADVISORS LLC | $237M | 8,170,576 | +1,571,641 | add |
| 58 | NEW YORK STATE COMMON RETIREMENT FUND | $237M | 8,166,527 | 0 | no change |
| 59 | CITIGROUP INC | $215M | 7,427,348 | −2,289,027 | trim |
| 60 | Alyeska Investment Group, L.P. | $211M | 7,278,812 | −4,612,966 | trim |
| 61 | PRUDENTIAL FINANCIAL INC | $200M | 6,892,629 | +635,806 | add |
| 62 | Ensign Peak Advisors, Inc | $194M | 6,687,457 | −106,776 | trim |
| 63 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $192M | 6,611,770 | −1,732,438 | trim |
| 64 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $182M | 6,286,232 | −14,793 | trim |
| 65 | AVIVA PLC | $180M | 6,193,614 | +177,707 | add |
| 66 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $177M | 6,121,439 | −286,100 | trim |
| 67 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $177M | 6,117,779 | −151,922 | trim |
| 68 | Rockefeller Capital Management L.P. | $173M | 5,982,098 | +1,330,239 | add |
| 69 | TRUIST FINANCIAL CORP | $173M | 5,954,925 | +260,447 | add |
| 70 | STOREBRAND ASSET MANAGEMENT AS | $168M | 5,787,736 | — | no prior |
| 71 | Cullen Capital Management, LLC | $166M | 5,714,670 | +155 | add |
| 72 | TD ASSET MANAGEMENT INC | $165M | 5,686,942 | +285,696 | add |
| 73 | NATIONAL BANK OF CANADA /FI/ | $164M | 5,665,713 | +358,098 | add |
| 74 | MACKENZIE FINANCIAL CORP | $162M | 5,579,022 | +813,310 | add |
| 75 | Mariner, LLC | $160M | 5,509,393 | −124,544 | trim |
| 76 | SCHRODER INVESTMENT MANAGEMENT GROUP | $155M | 5,356,616 | −120,613 | trim |
| 77 | PFA Pension, Forsikringsaktieselskab | $154M | 5,295,587 | +5,295,587 | new |
| 78 | WELLINGTON MANAGEMENT GROUP LLP | $152M | 5,227,035 | +796,525 | add |
| 79 | CI INVESTMENTS INC. | $151M | 5,216,921 | −75,322 | trim |
| 80 | Universal- Beteiligungs- und Servicegesellschaft mbH | $149M | 5,164,794 | −72,152 | trim |
| 81 | Aberdeen Group plc | $149M | 5,129,393 | +246,034 | add |
| 82 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $149M | 5,123,686 | +1,817,118 | add |
| 83 | Mitsubishi UFJ Trust & Banking Corp | $147M | 5,086,145 | +118,187 | add |
| 84 | FIRST TRUST ADVISORS LP | $144M | 4,966,883 | −1,525,077 | trim |
| 85 | MACQUARIE GROUP LTD | $136M | 4,695,755 | −351,115 | trim |
| 86 | EQUITY INVESTMENT CORP | $134M | 4,628,684 | +242,183 | add |
| 87 | AustralianSuper Pty Ltd | $129M | 4,457,437 | +167,686 | add |
| 88 | Zurcher Kantonalbank (Zurich Cantonalbank) | $125M | 4,328,844 | +4,328,844 | new |
| 89 | Drexel Morgan & Co. | $125M | 4,323,320 | 0 | no change |
| 90 | Korea Investment CORP | $125M | 4,297,706 | +1,077,416 | add |
| 91 | Empower Advisory Group, LLC | $124M | 4,270,141 | +176,850 | add |
| 92 | VICTORY CAPITAL MANAGEMENT INC | $120M | 4,126,607 | +1,023,329 | add |
| 93 | LETKO, BROSSEAU & ASSOCIATES INC | $119M | 4,121,700 | −8,400 | trim |
| 94 | Epoch Investment Partners, Inc. | $119M | 4,120,592 | +234,216 | add |
| 95 | Cetera Investment Advisers | $116M | 4,016,297 | +85,174 | add |
| 96 | STATE OF WISCONSIN INVESTMENT BOARD | $115M | 3,968,995 | +69,916 | add |
| 97 | DANSKE BANK A/S | $114M | 3,937,712 | +89,106 | add |
| 98 | KLP KAPITALFORVALTNING AS | $113M | 3,890,764 | +61,200 | add |
| 99 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $112M | 4,044,856 | +674,989 | add |
| 100 | APG Asset Management N.V. | $111M | 4,404,850 | +13,010 | add |
| 101 | ROYAL LONDON ASSET MANAGEMENT LTD | $111M | 3,812,352 | −21,084 | trim |
| 102 | NORDEA INVESTMENT MANAGEMENT AB | $110M | 3,836,387 | +31,545 | add |
| 103 | Neuberger Berman Group LLC | $109M | 3,759,029 | −610,282 | trim |
| 104 | Woodline Partners LP | $109M | 3,756,614 | +3,643,720 | add |
| 105 | JENNISON ASSOCIATES LLC | $106M | 3,647,490 | −22,752 | trim |
| 106 | Swedbank AB | $102M | 3,533,956 | +3,148 | add |
| 107 | Vanguard Investments Australia, Ltd. | $102M | 3,530,109 | — | no prior |
| 108 | FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | $102M | 3,521,120 | +1,225,650 | add |
| 109 | ZACKS INVESTMENT MANAGEMENT | $102M | 3,511,241 | +931,631 | add |
| 110 | Man Group plc | $101M | 3,491,809 | −3,763,934 | trim |
| 111 | Asset Management One Co., Ltd. | $101M | 3,482,712 | −106,877 | trim |
| 112 | Chevy Chase Trust Holdings, LLC | $101M | 3,478,724 | −147,365 | trim |
| 113 | STIFEL FINANCIAL CORP | $99.4M | 3,428,673 | +96,727 | add |
| 114 | Quantinno Capital Management LP | $93.5M | 3,223,813 | +822,299 | add |
| 115 | JUPITER ASSET MANAGEMENT LTD | $92.3M | 3,183,060 | −328,412 | trim |
| 116 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | $91.0M | 3,140,500 | +3,140,500 | new |
| 117 | Pictet Asset Management Holding SA | $90.9M | 3,135,035 | −200,125 | trim |
| 118 | Clark Capital Management Group, Inc. | $90.4M | 3,119,680 | +786,691 | add |
| 119 | COMMONWEALTH EQUITY SERVICES, LLC | $89.8M | 3,099,325 | −45,895 | trim |
| 120 | UniSuper Management Pty Ltd | $88.3M | 3,045,649 | −201,923 | trim |
| 121 | OSAIC HOLDINGS, INC. | $88.0M | 3,039,398 | +154,734 | add |
| 122 | DigitalBridge Group, Inc. | $86.4M | 2,980,032 | +1,009,151 | add |
| 123 | VOYA INVESTMENT MANAGEMENT LLC | $85.7M | 2,956,093 | −2,435,144 | trim |
| 124 | AMERICAN CENTURY COMPANIES INC | $85.3M | 2,942,404 | −1,024,323 | trim |
| 125 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $84.9M | 2,929,311 | −109,100 | trim |
| 126 | TEACHER RETIREMENT SYSTEM OF TEXAS | $82.4M | 2,843,501 | +310,327 | add |
| 127 | ING GROEP NV | $82.0M | 2,829,870 | +779,560 | add |
| 128 | NOMURA ASSET MANAGEMENT CO LTD | $81.4M | 2,808,937 | −30,816 | trim |
| 129 | FIFTH THIRD BANCORP | $80.8M | 2,787,439 | +1,812,686 | add |
| 130 | HighTower Advisors, LLC | $80.0M | 2,760,091 | +44,977 | add |
| 131 | CREDIT AGRICOLE S A | $77.6M | 2,676,735 | −325,251 | trim |
| 132 | BNP Paribas Asset Management Holding S.A. | $76.4M | 2,643,053 | −855,623 | trim |
| 133 | Resona Asset Management Co.,Ltd. | $73.9M | 2,553,288 | +29,525 | add |
| 134 | TORONTO DOMINION BANK | $73.9M | 2,549,117 | −322,533 | trim |
| 135 | Corient Private Wealth LLC | $71.5M | 2,473,310 | −2,503,105 | trim |
| 136 | DnB Asset Management AS | $70.7M | 2,437,657 | +105,653 | add |
| 137 | State of New Jersey Common Pension Fund D | $70.5M | 2,430,617 | −16,538 | trim |
| 138 | Vontobel Holding Ltd. | $69.1M | 2,382,712 | +350,542 | add |
| 139 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $68.2M | 2,352,558 | +617,150 | add |
| 140 | Lansforsakringar Fondforvaltning AB (publ) | $67.1M | 2,313,238 | +3,584 | add |
| 141 | Creative Planning | $66.7M | 2,299,186 | +206,143 | add |
| 142 | CWM, LLC | $65.8M | 2,268,339 | −48,425 | trim |
| 143 | BANK OF NOVA SCOTIA | $64.7M | 2,230,953 | −993,352 | trim |
| 144 | Retirement Systems of Alabama | $64.3M | 2,217,821 | −21,548 | trim |
| 145 | CIBC WORLD MARKET INC. | $64.2M | 2,215,757 | +4,302 | add |
| 146 | J. Safra Sarasin Holding AG | $64.0M | 2,208,901 | +25,256 | add |
| 147 | NewEdge Advisors, LLC | $62.2M | 2,145,141 | +2,145,141 | new |
| 148 | Focus Partners Wealth | $61.1M | 2,110,464 | −7,449 | trim |
| 149 | Tredje AP-fonden | $60.9M | 2,100,748 | +66,092 | add |
| 150 | MERCER GLOBAL ADVISORS INC /ADV | $59.1M | 2,038,654 | −59,608 | trim |
| 151 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | $58.6M | 2,022,873 | −113,204 | trim |
| 152 | KING LUTHER CAPITAL MANAGEMENT CORP | $57.9M | 1,997,862 | +23,481 | add |
| 153 | Qube Research & Technologies Ltd | $57.3M | 1,975,087 | −4,726,902 | trim |
| 154 | Arizona State Retirement System | $56.4M | 1,943,801 | −96,354 | trim |
| 155 | CITADEL ADVISORS LLC | $56.3M | 1,943,408 | −1,214,267 | trim |
| 156 | CIBC Bancorp USA Inc. | $56.0M | 1,932,755 | — | no prior |
| 157 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $55.7M | 1,919,977 | −1,076,110 | trim |
| 158 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $55.3M | 1,907,408 | −11,253 | trim |
| 159 | Czech National Bank | $55.3M | 1,906,577 | +37,196 | add |
| 160 | United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | $55.2M | 1,902,460 | +6,500 | add |
| 161 | SEB Asset Management AB | $55.1M | 1,900,267 | — | no prior |
| 162 | Ilex Capital Partners (UK) LLP | $54.8M | 1,891,997 | +882,849 | add |
| 163 | TWO SIGMA INVESTMENTS, LP | $54.5M | 1,880,911 | −5,454,069 | trim |
| 164 | Meridiem Capital Partners LP | $54.3M | 1,872,354 | +1,872,354 | new |
| 165 | US BANCORP \DE\ | $54.2M | 1,869,338 | −71,941 | trim |
| 166 | GROUPAMA ASSET MANAGMENT | $53.8M | 1,856,730 | +1,493,831 | add |
| 167 | REGIONS FINANCIAL CORP | $53.6M | 1,849,061 | −64,559 | trim |
| 168 | Cerity Partners LLC | $52.5M | 1,813,003 | +144,141 | add |
| 169 | MML INVESTORS SERVICES, LLC | $52.1M | 1,796,246 | −26,552 | trim |
| 170 | Quintet Private Bank (Europe) S.A. | $51.7M | 1,782,262 | +917,640 | add |
| 171 | Daiwa Securities Group Inc. | $50.9M | 1,757,488 | −40,089 | trim |
| 172 | LBP AM SA | $50.9M | 1,756,521 | +687,449 | add |
| 173 | E. Ohman J:or Asset Management AB | $49.7M | 1,714,668 | −67,647 | trim |
| 174 | NISA INVESTMENT ADVISORS, LLC | $48.9M | 1,688,109 | +4,649 | add |
| 175 | CIBC Asset Management Inc | $48.9M | 1,687,730 | +12,651 | add |
| 176 | MetLife Investment Management, LLC | $47.4M | 1,634,303 | −62,300 | trim |
| 177 | Swiss Life Asset Management Ltd | $47.4M | 1,633,951 | +177,723 | add |
| 178 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $47.3M | 1,630,734 | −18,312 | trim |
| 179 | Saudi Central Bank | $47.2M | 1,628,509 | +258,722 | add |
| 180 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | $46.5M | 1,603,000 | +1,603,000 | new |
| 181 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $46.3M | 1,595,548 | +11,255 | add |
| 182 | EXCHANGE TRADED CONCEPTS, LLC | $45.9M | 1,582,081 | +74,471 | add |
| 183 | Kestra Advisory Services, LLC | $45.4M | 1,566,553 | +136,583 | add |
| 184 | Illinois Municipal Retirement Fund | $45.1M | 1,556,149 | −110,663 | trim |
| 185 | M&T BANK CORP | $44.8M | 1,544,514 | +607,547 | add |
| 186 | Wealthfront Advisers LLC | $44.2M | 1,524,157 | +122,558 | add |
| 187 | Gotham Asset Management, LLC | $43.5M | 1,499,451 | +24,604 | add |
| 188 | Sanctuary Advisors, LLC | $43.4M | 1,498,520 | −10,290 | trim |
| 189 | ARIEL INVESTMENTS, LLC | $43.2M | 1,489,147 | +286,701 | add |
| 190 | IFM Investors Pty Ltd | $43.1M | 1,488,172 | +74,684 | add |
| 191 | Zurich Insurance Group Ltd/FI | $42.7M | 1,471,698 | +1,345,498 | add |
| 192 | PUBLIC SECTOR PENSION INVESTMENT BOARD | $41.7M | 1,438,324 | +200,933 | add |
| 193 | Allspring Global Investments Holdings, LLC | $41.1M | 1,452,233 | +424,479 | add |
| 194 | KEYBANK NATIONAL ASSOCIATION/OH | $40.9M | 1,411,060 | +60,012 | add |
| 195 | GATEWAY INVESTMENT ADVISERS LLC | $40.5M | 1,397,742 | +35,887 | add |
| 196 | OPPENHEIMER ASSET MANAGEMENT INC. | $39.8M | 1,374,470 | +12,041 | add |
| 197 | AE Wealth Management LLC | $39.7M | 1,368,885 | −506,918 | trim |
| 198 | &PARTNERS | $39.4M | 1,358,761 | +111,819 | add |
| 199 | Mirae Asset Global Investments Co., Ltd. | $39.3M | 1,357,185 | +194,863 | add |
| 200 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $39.2M | 1,351,420 | +91,051 | add |
| 201 | EDMOND DE ROTHSCHILD HOLDING S.A. | $39.0M | 1,345,379 | +93,936 | add |
| 202 | XPONANCE LLC | $38.9M | 1,343,151 | +129,836 | add |
| 203 | Arnhold LLC | $38.9M | 1,341,312 | +35,000 | add |
| 204 | Voleon Capital Management LP | $38.1M | 1,314,267 | +248,777 | add |
| 205 | MARTINGALE ASSET MANAGEMENT L P | $37.7M | 1,301,656 | −162,061 | trim |
| 206 | Triodos Investment Management BV | $37.4M | 1,290,265 | +239,000 | add |
| 207 | FEDERATED HERMES, INC. | $37.0M | 1,277,714 | −22,920 | trim |
| 208 | TD Waterhouse Canada Inc. | $37.0M | 1,325,311 | +574,925 | add |
| 209 | Calamos Advisors LLC | $36.8M | 1,271,092 | −453,477 | trim |
| 210 | Advisors Asset Management, Inc. | $36.3M | 1,251,122 | −79,622 | trim |
| 211 | Varma Mutual Pension Insurance Co | $36.2M | 1,248,460 | 0 | no change |
| 212 | NS Partners Ltd | $36.0M | 1,243,215 | +1,243,215 | new |
| 213 | Trexquant Investment LP | $36.0M | 1,241,952 | +1,241,952 | new |
| 214 | Quadrature Capital Ltd | $34.9M | 1,202,818 | +1,202,818 | new |
| 215 | QRG CAPITAL MANAGEMENT, INC. | $34.2M | 1,180,057 | +154,050 | add |
| 216 | Allworth Financial LP | $34.1M | 1,176,444 | +19,163 | add |
| 217 | USS Investment Management Ltd | $33.8M | 1,165,850 | +31,720 | add |
| 218 | TUDOR INVESTMENT CORP ET AL | $33.5M | 1,156,000 | −905,162 | trim |
| 219 | FIL Ltd | $33.5M | 1,154,010 | +1,003,322 | add |
| 220 | Steward Partners Investment Advisory, LLC | $33.1M | 1,142,035 | +26,744 | add |
| 221 | Investment Management Corp of Ontario | $32.9M | 1,135,569 | +415,910 | add |
| 222 | Utah Retirement Systems | $32.6M | 1,123,667 | −29,832 | trim |
| 223 | HB Wealth Management, LLC | $32.5M | 1,120,220 | +37,614 | add |
| 224 | Eurizon Capital SGR S.p.A. | $32.4M | 1,120,170 | −54,846 | trim |
| 225 | ZWJ INVESTMENT COUNSEL INC | $32.2M | 1,110,026 | −169 | trim |
| 226 | ALPS ADVISORS INC | $31.8M | 1,098,614 | −61,816 | trim |
| 227 | Crossmark Global Holdings, Inc. | $31.7M | 1,092,222 | — | no prior |
| 228 | TOCQUEVILLE ASSET MANAGEMENT L.P. | $31.4M | 1,082,402 | +10,130 | add |
| 229 | ProShare Advisors LLC | $31.4M | 1,082,247 | −291,788 | trim |
| 230 | Vinva Investment Management Ltd | $31.1M | 1,081,421 | +143,537 | add |
| 231 | Sumitomo Mitsui DS Asset Management Company, Ltd | $31.1M | 1,072,171 | +61,696 | add |
| 232 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $30.2M | 1,040,864 | +12,361 | add |
| 233 | Ethic Inc. | $30.1M | 1,036,952 | −15,591 | trim |
| 234 | Rakuten Investment Management, Inc. | $30.0M | 1,043,393 | +108,198 | add |
| 235 | NEOS Investment Management LLC | $29.7M | 1,024,329 | +28,876 | add |
| 236 | COMMERCE BANK | $29.7M | 1,022,813 | −517,440 | trim |
| 237 | LIBERTY ONE INVESTMENT MANAGEMENT, LLC | $29.6M | 1,020,627 | +129,709 | add |
| 238 | Willis Investment Counsel | $29.4M | 1,015,610 | 0 | no change |
| 239 | Moran Wealth Management, LLC | $29.3M | 1,010,614 | −17,860 | trim |
| 240 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $29.1M | 1,005,053 | +24,227 | add |
| 241 | Holocene Advisors, LP | $29.0M | 1,000,966 | −3,374,906 | trim |
| 242 | Vanguard Personalized Indexing Management, LLC | $28.8M | 994,247 | +87,006 | add |
| 243 | Beacon Pointe Advisors, LLC | $28.6M | 986,165 | +85,293 | add |
| 244 | Federation des caisses Desjardins du Quebec | $28.5M | 984,251 | −412,089 | trim |
| 245 | Tidal Investments LLC | $28.5M | 981,955 | +323,497 | add |
| 246 | GODSEY & GIBB, INC | $28.4M | 979,826 | −1,719 | trim |
| 247 | Stack Financial Management, Inc | $27.5M | 950,175 | +4,602 | add |
| 248 | MEDIATEL PARTNERS | $27.1M | 935,304 | 0 | no change |
| 249 | Pinnacle Financial Partners, Inc. | $26.8M | 925,657 | −163,005 | trim |
| 250 | NISSAY ASSET MANAGEMENT CORP /JAPAN | $26.8M | 925,613 | +5,101 | add |
| 251 | Capital Investment Advisors, LLC | $26.7M | 919,974 | −18,440 | trim |
| 252 | YOUSIF CAPITAL MANAGEMENT, LLC | $26.1M | 899,646 | −35,181 | trim |
| 253 | Arbejdsmarkedets Tillaegspension | $25.4M | 877,610 | −71,348 | trim |
| 254 | U.S. Capital Wealth Advisors, LLC | $25.1M | 865,773 | −222,498 | trim |
| 255 | Dai-ichi Life Insurance Company, Ltd | $24.5M | 846,516 | −70,610 | trim |
| 256 | Richard C. Young & CO., LTD. | $24.4M | 842,252 | +6,184 | add |
| 257 | Janus Henderson Group Ltd. | $24.4M | 842,180 | −166,059 | trim |
| 258 | Varenne Capital Partners | $24.3M | 833,993 | +833,993 | new |
| 259 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $23.7M | 816,792 | −18,604 | trim |
| 260 | Maytus Capital Management, LLC | $23.7M | 816,145 | −63,855 | trim |
| 261 | Huber Capital Management LLC | $23.5M | 810,725 | −108,800 | trim |
| 262 | Grantham, Mayo, Van Otterloo & Co. LLC | $23.4M | 807,599 | +157,986 | add |
| 263 | Pathstone Holdings, LLC | $23.3M | 805,069 | +44,579 | add |
| 264 | Freestone Grove Partners LP | $23.3M | 804,849 | −763,392 | trim |
| 265 | NATIXIS | $23.3M | 803,110 | −212,268 | trim |
| 266 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND | $23.2M | 801,727 | −10,266 | trim |
| 267 | GUGGENHEIM CAPITAL LLC | $23.2M | 798,704 | −11,285 | trim |
| 268 | PRUDENTIAL PLC | $23.1M | 795,732 | +41,611 | add |
| 269 | BOOTHBAY FUND MANAGEMENT, LLC | $22.8M | 787,652 | +53,922 | add |
| 270 | FUKOKU MUTUAL LIFE INSURANCE CO | $22.8M | 785,318 | −2,156 | trim |
| 271 | LAZARD ASSET MANAGEMENT LLC | $22.5M | 776,184 | +88,221 | add |
| 272 | GENERAL AMERICAN INVESTORS CO INC | $22.5M | 774,639 | +50,000 | add |
| 273 | NICOLA WEALTH MANAGEMENT LTD. | $22.0M | 758,400 | −158,000 | trim |
| 274 | OLD NATIONAL BANCORP /IN/ | $21.8M | 753,667 | −455,779 | trim |
| 275 | Americana Partners, LLC | $21.8M | 751,883 | +3,927 | add |
| 276 | INTECH INVESTMENT MANAGEMENT LLC | $21.6M | 743,917 | +248,103 | add |
| 277 | Fisher Funds Management LTD | $21.5M | 741,432 | −105,925 | trim |
| 278 | ASR Vermogensbeheer N.V. | $21.3M | 734,559 | +20,785 | add |
| 279 | SKBA CAPITAL MANAGEMENT LLC | $21.3M | 733,880 | +4,530 | add |
| 280 | Andra AP-fonden | $21.1M | 728,787 | −491,513 | trim |
| 281 | OP Asset Management Ltd | $21.1M | 727,119 | — | no prior |
| 282 | Empowered Funds, LLC | $20.5M | 707,942 | −268,139 | trim |
| 283 | Bank Julius Baer & Co. Ltd, Zurich | $20.4M | 703,410 | −2,911 | trim |
| 284 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $19.9M | 685,471 | +88,967 | add |
| 285 | STEPHENS INC /AR/ | $19.3M | 660,536 | −4,437 | trim |
| 286 | Point72 Asset Management, L.P. | $18.5M | 637,122 | −12,403,764 | trim |
| 287 | Brookstone Capital Management | $18.3M | 632,578 | −16,889 | trim |
| 288 | Private Advisor Group, LLC | $17.5M | 603,327 | −5,528 | trim |
| 289 | ABN AMRO Bank N.V. | $17.5M | 597,786 | +74,307 | add |
| 290 | J.W. COLE ADVISORS, INC. | $17.4M | 599,544 | −13,337 | trim |
| 291 | Avanza Fonder AB | $16.8M | 581,227 | −2,870 | trim |
| 292 | Candriam S.C.A. | $16.8M | 579,088 | +20,075 | add |
| 293 | Vident Advisory, LLC | $16.1M | 554,618 | +164,030 | add |
| 294 | Merit Financial Group, LLC | $15.9M | 546,942 | +66,425 | add |
| 295 | TECTONIC ADVISORS LLC | $15.8M | 546,675 | +28,253 | add |
| 296 | Orion Porfolio Solutions, LLC | $15.6M | 539,527 | −38,771 | trim |
| 297 | MAI Capital Management | $15.4M | 532,347 | +4,862 | add |
| 298 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $15.4M | 530,473 | +530,473 | new |
| 299 | OPPENHEIMER & CO INC | $15.2M | 523,756 | −136,582 | trim |
| 300 | Bruce & Co., Inc. | $15.2M | 523,000 | 0 | no change |
| 301 | Capital International, Inc./CA/ | $15.0M | 517,959 | +423,139 | add |
| 302 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $15.0M | 516,511 | +81,487 | add |
| 303 | TruWealth Advisors, LLC | $14.9M | 515,189 | +496,124 | add |
| 304 | Sequoia Financial Advisors, LLC | $14.8M | 511,590 | +38,501 | add |
| 305 | Empire Life Investments Inc. | $14.6M | 514,463 | −36,525 | trim |
| 306 | OFI INVEST ASSET MANAGEMENT | $14.5M | 568,019 | −519,036 | trim |
| 307 | D.A. DAVIDSON & CO. | $14.4M | 495,884 | +50,745 | add |
| 308 | AIA Group Ltd | $14.3M | 491,669 | −125,498 | trim |
| 309 | Atria Investments, Inc | $14.1M | 486,683 | +10,843 | add |
| 310 | SBI Securities Co., Ltd. | $14.0M | 484,468 | −2,945 | trim |
| 311 | Summit Financial Wealth Advisors, LLC | $14.0M | 482,132 | +4,270 | add |
| 312 | PINNACLE ASSOCIATES LTD | $14.0M | 481,966 | −14,806 | trim |
| 313 | 71 West Capital Partners | $13.8M | 476,776 | +32,727 | add |
| 314 | Aptus Capital Advisors, LLC | $13.7M | 471,398 | −20,084 | trim |
| 315 | OMERS ADMINISTRATION Corp | $13.4M | 463,946 | +184,045 | add |
| 316 | GLENMEDE TRUST CO NA | $13.4M | 460,743 | −1,835 | trim |
| 317 | Elo Mutual Pension Insurance Co | $13.1M | 450,279 | −122,880 | trim |
| 318 | Talbot Financial, LLC | $12.9M | 446,643 | +24,616 | add |
| 319 | Clearstead Advisors, LLC | $12.9M | 444,482 | +39,823 | add |
| 320 | New Age Alpha Advisors, LLC | $12.8M | 441,670 | −68,044 | trim |
| 321 | BLAIR WILLIAM & CO/IL | $12.8M | 440,219 | −5,802 | trim |
| 322 | Lido Advisors, LLC | $12.7M | 436,936 | −73,744 | trim |
| 323 | Harvest Portfolios Group Inc. | $12.6M | 434,946 | +68,894 | add |
| 324 | Northwest & Ethical Investments L.P. | $12.5M | 432,797 | +273,884 | add |
| 325 | Adams Asset Advisors, LLC | $12.5M | 431,239 | −2,496 | trim |
| 326 | Waverly Advisors, LLC | $12.5M | 430,732 | −32,624 | trim |
| 327 | Steigerwald, Gordon & Koch Inc. | $12.5M | 429,484 | +14,847 | add |
| 328 | MIZUHO SECURITIES USA LLC | $12.3M | 423,216 | −92,991 | trim |
| 329 | Defiance ETFs, LLC | $12.2M | 419,524 | +99,636 | add |
| 330 | INTACT INVESTMENT MANAGEMENT INC. | $12.2M | 419,400 | −3,000 | trim |
| 331 | Rafferty Asset Management, LLC | $12.1M | 418,995 | −174,742 | trim |
| 332 | Foster Victor Wealth Advisors, LLC | $12.1M | 473,923 | +473,923 | new |
| 333 | CAPITOLIS LIQUID GLOBAL MARKETS LLC | $11.9M | 412,194 | +4,094 | add |
| 334 | JANE STREET GROUP, LLC | $11.9M | 409,740 | −7,976,880 | trim |
| 335 | ALLIANZ SE | $11.8M | 406,607 | +68,409 | add |
| 336 | COLDSTREAM CAPITAL MANAGEMENT INC | $11.8M | 405,922 | +12,257 | add |
| 337 | Sterling Capital Management LLC | $11.8M | 405,521 | +78,187 | add |
| 338 | Generali Asset Management SPA SGR | $11.7M | 404,431 | +98,724 | add |
| 339 | DJE Kapital AG | $11.7M | 405,600 | +9,000 | add |
| 340 | CITIZENS FINANCIAL GROUP INC/RI | $11.6M | 398,929 | −11,548 | trim |
| 341 | Cyndeo Wealth Partners, LLC | $11.3M | 388,887 | +355,583 | add |
| 342 | ABN AMRO INVESTMENT SOLUTIONS | $11.2M | 387,796 | +32,096 | add |
| 343 | Norinchukin Bank, The | $11.0M | 377,854 | −28,810 | trim |
| 344 | Concurrent Investment Advisors, LLC | $10.9M | 375,060 | −72,099 | trim |
| 345 | Te Ahumairangi Investment Management Ltd | $10.8M | 372,849 | −68,493 | trim |
| 346 | SCOTIA CAPITAL INC. | $10.5M | 363,669 | −20,538 | trim |
| 347 | ELEVATION POINT WEALTH PARTNERS, LLC | $10.5M | 363,526 | +255,049 | add |
| 348 | Vest Financial, LLC | $10.5M | 360,652 | +57,762 | add |
| 349 | Regal Investment Advisors LLC | $10.4M | 359,834 | +13,913 | add |
| 350 | Bryn Mawr Trust Advisors, LLC | $10.3M | 356,698 | +31,168 | add |
| 351 | DENALI ADVISORS LLC | $10.3M | 355,170 | +29,521 | add |
| 352 | NEW ENGLAND ASSET MANAGEMENT INC | $10.2M | 353,379 | +40,569 | add |
| 353 | KESTRA PRIVATE WEALTH SERVICES, LLC | $10.2M | 351,328 | −20,523 | trim |
| 354 | 1834 INVESTMENT ADVISORS CO | $10.1M | 349,165 | −64,910 | trim |
| 355 | Maryland State Retirement & Pension System | $10.1M | 347,317 | +1,898 | add |
| 356 | Windle Wealth, LLC | $9.9M | 340,108 | +16,800 | add |
| 357 | Advanced Asset Management Advisors Inc | $9.8M | 337,217 | 0 | no change |
| 358 | World Investment Advisors | $9.7M | 334,606 | −4,336 | trim |
| 359 | Savant Capital, LLC | $9.6M | 332,710 | +59,756 | add |
| 360 | Summit Financial, LLC | $9.6M | 331,537 | −22,717 | trim |
| 361 | GLOBALT Investments LLC / GA | $9.6M | 330,398 | −39,345 | trim |
| 362 | Bell Bank | $9.5M | 326,659 | −584 | trim |
| 363 | Vestmark Advisory Solutions, Inc. | $9.4M | 325,330 | +186,799 | add |
| 364 | Convergence Investment Partners, LLC | $9.4M | 324,837 | +80,825 | add |
| 365 | Edgemoor Investment Advisors, Inc. | $9.4M | 324,456 | −1,180 | trim |
| 366 | ADELL HARRIMAN & CARPENTER INC | $9.2M | 316,461 | +44,395 | add |
| 367 | Dana Investment Advisors, Inc. | $9.1M | 313,827 | +1,954 | add |
| 368 | Caprock Group, LLC | $8.9M | 308,410 | −6,061 | trim |
| 369 | Kingsview Wealth Management, LLC | $8.9M | 307,187 | −10,374 | trim |
| 370 | Summit Trail Advisors, LLC | $8.7M | 301,242 | +56,313 | add |
| 371 | ALERUS FINANCIAL NA | $8.6M | 296,694 | −25,445 | trim |
| 372 | Metis Global Partners, LLC | $8.5M | 293,354 | −6,959 | trim |
| 373 | SORA INVESTORS LLC | $8.5M | 292,857 | +198,622 | add |
| 374 | Addenda Capital Inc. | $8.5M | 291,700 | 0 | no change |
| 375 | Howard Capital Management, LLC | $8.4M | 291,254 | −8,965 | trim |
| 376 | Banque Cantonale Vaudoise | $8.3M | 287,444 | +59,029 | add |
| 377 | MUFG Securities EMEA plc | $8.3M | 287,000 | −3,636 | trim |
| 378 | Prospera Financial Services Inc | $8.3M | 285,915 | −231 | trim |
| 379 | Canal Capital Management, LLC | $8.3M | 285,451 | +40,451 | add |
| 380 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | $8.3M | 285,012 | −8,760 | trim |
| 381 | BROWN ADVISORY INC | $8.2M | 284,548 | +14,670 | add |
| 382 | Gilliland Jeter Wealth Management LLC | $8.2M | 284,248 | −4,417 | trim |
| 383 | AG2R LA MONDIALE GESTION D'ACTIFS | $8.2M | 283,893 | −197 | trim |
| 384 | CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | $8.1M | 281,070 | +5,200 | add |
| 385 | CHOREO, LLC | $8.1M | 280,628 | +10,703 | add |
| 386 | IVY LANE CAPITAL MANAGEMENT, LLC | $8.1M | 280,000 | −95,000 | trim |
| 387 | Empirical Finance, LLC | $8.1M | 279,605 | −425 | trim |
| 388 | Financiere des Professionnels - Fonds d'investissement inc. | $8.1M | 278,209 | +278,209 | new |
| 389 | KWMG, LLC | $8.0M | 277,399 | +6,957 | add |
| 390 | Stablepoint Partners, LLC | $8.0M | 277,237 | +45,434 | add |
| 391 | BFSG, LLC | $8.0M | 275,375 | −371 | trim |
| 392 | Berger Financial Group, Inc | $8.0M | 274,390 | −3,930 | trim |
| 393 | Ascent Group, LLC | $7.9M | 272,889 | −1,934 | trim |
| 394 | SUMMITRY LLC | $7.8M | 267,768 | +5,752 | add |
| 395 | Stamos Capital Partners, L.P. | $7.6M | 261,134 | −28,588 | trim |
| 396 | MYDA Advisors LLC | $7.5M | 260,000 | −95,069 | trim |
| 397 | Texas Yale Capital Corp. | $7.5M | 258,666 | +3,600 | add |
| 398 | PFG Investments, LLC | $7.4M | 256,975 | −2,896 | trim |
| 399 | B. Metzler seel. Sohn & Co. AG | $7.4M | 256,072 | +3,620 | add |
| 400 | Independent Advisor Alliance | $7.4M | 255,266 | −29,921 | trim |
| 401 | Tiptree Advisors, LLC | $7.4M | 254,700 | 0 | no change |
| 402 | Joseph Group Capital Management | $7.4M | 254,679 | −4,779 | trim |
| 403 | WINTON GROUP Ltd | $7.4M | 254,184 | +254,184 | new |
| 404 | HENNESSY ADVISORS INC | $7.4M | 253,960 | +25,000 | add |
| 405 | Ellsworth Advisors, LLC | $7.3M | 250,653 | +34,366 | add |
| 406 | PRINCIPAL SECURITIES, INC. | $7.2M | 249,247 | +43,635 | add |
| 407 | BOKF, NA | $7.2M | 248,524 | +1,275 | add |
| 408 | XTX Topco Ltd | $7.2M | 247,636 | −428,053 | trim |
| 409 | Lombard Odier Asset Management (Switzerland) SA | $7.2M | 247,481 | +30,712 | add |
| 410 | CAISSE DES DEPOTS ET CONSIGNATIONS | $7.2M | 247,042 | 0 | no change |
| 411 | Cornerstone Wealth Group, LLC | $7.1M | 273,650 | +16,952 | add |
| 412 | Griffith & Werner, Inc. | $7.1M | 244,066 | −15,133 | trim |
| 413 | SteelPeak Wealth, LLC | $7.1M | 243,551 | +29,336 | add |
| 414 | TOKIO MARINE ASSET MANAGEMENT CO LTD | $7.1M | 243,353 | +1,503 | add |
| 415 | Kepler Cheuvreux (Suisse) SA | $7.0M | 242,858 | +242,858 | new |
| 416 | Siemens Fonds Invest GmbH | $7.0M | 242,538 | −4,091 | trim |
| 417 | Hudson Capital Management LLC | $7.0M | 240,149 | +16,766 | add |
| 418 | Stratos Wealth Partners, LTD. | $7.0M | 239,773 | +10,344 | add |
| 419 | Strategic Global Advisors, LLC | $6.9M | 238,196 | +89,240 | add |
| 420 | Royal Fund Management, LLC | $6.9M | 237,028 | +9,083 | add |
| 421 | PICTON MAHONEY ASSET MANAGEMENT | $6.8M | 234,733 | +41,113 | add |
| 422 | Fort Point Capital Partners LLC | $6.6M | 20,245 | +607 | add |
| 423 | RITHOLTZ WEALTH MANAGEMENT | $6.6M | 228,934 | +12,192 | add |
| 424 | Envestnet Portfolio Solutions, Inc. | $6.6M | 226,760 | −37,764 | trim |
| 425 | MGO ONE SEVEN LLC | $6.5M | 225,888 | +13,170 | add |
| 426 | Jain Global LLC | $6.5M | 225,358 | +225,358 | new |
| 427 | Groupe la Francaise | $6.5M | 225,261 | +38,917 | add |
| 428 | AGF MANAGEMENT LTD | $6.5M | 225,102 | +14,035 | add |
| 429 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | $6.5M | 224,001 | −2,519 | trim |
| 430 | Brooklyn Investment Group | $6.3M | 217,940 | +102,370 | add |
| 431 | HOURGLASS CAPITAL, LLC | $6.2M | 214,790 | +5,840 | add |
| 432 | NOMURA HOLDINGS INC | $6.2M | 214,587 | −79,710 | trim |
| 433 | OSSIAM | $6.2M | 214,279 | +1,862 | add |
| 434 | Bleakley Financial Group, LLC | $6.2M | 214,069 | +3,073 | add |
| 435 | Alley Investment Management Company, LLC | $6.2M | 212,637 | +42,909 | add |
| 436 | MONEY CONCEPTS CAPITAL CORP | $6.1M | 210,143 | +1,131 | add |
| 437 | Assenagon Asset Management S.A. | $6.1M | 209,655 | −130,234 | trim |
| 438 | Apollon Wealth Management, LLC | $6.0M | 208,624 | −8,076 | trim |
| 439 | Mediolanum International Funds Ltd | $6.0M | 207,823 | +148,008 | add |
| 440 | SageGuard Financial Group, LLC | $6.0M | 206,313 | +19,513 | add |
| 441 | Laird Norton Wetherby Trust Company, LLC | $6.0M | 206,298 | −59 | trim |
| 442 | INDEPENDENT FINANCIAL GROUP, LLC | $6.0M | 206,097 | — | no prior |
| 443 | Brevan Howard Capital Management LP | $6.0M | 205,883 | −85,500 | trim |
| 444 | SHELTON CAPITAL MANAGEMENT | $6.0M | 205,662 | −125,439 | trim |
| 445 | Wilmington Savings Fund Society, FSB | $5.9M | 203,763 | +2,311 | add |
| 446 | TOWNSQUARE CAPITAL LLC | $5.9M | 203,178 | +32,108 | add |
| 447 | Atlantic Union Bankshares Corp | $5.9M | 201,996 | −3,817 | trim |
| 448 | EP Wealth Advisors, LLC | $5.8M | 201,129 | −11,105 | trim |
| 449 | IHT Wealth Management, LLC | $5.8M | 200,829 | +59,832 | add |
| 450 | North Dakota State Investment Board | $5.8M | 200,266 | −40,186 | trim |
| 451 | Occidental Asset Management, LLC | $5.8M | 199,032 | +12,629 | add |
| 452 | XML Financial, LLC | $5.7M | 197,919 | −3,261 | trim |
| 453 | Ledyard National Bank | $5.7M | 197,872 | −1,837 | trim |
| 454 | Mutual Advisors, LLC | $5.7M | 197,703 | −32,626 | trim |
| 455 | UMB Bank, n.a. | $5.6M | 194,708 | −15,919 | trim |
| 456 | Plato Investment Management Ltd | $5.6M | 193,587 | +31,563 | add |
| 457 | MUFG SECURITIES AMERICAS INC. | $5.6M | 193,669 | +2,677 | add |
| 458 | Sowell Financial Services LLC | $5.5M | 191,320 | −36,440 | trim |
| 459 | AlphaCore Capital LLC | $5.5M | 190,145 | −28,412 | trim |
| 460 | SECURIAN ASSET MANAGEMENT, INC | $5.5M | 189,914 | −2,862 | trim |
| 461 | Generali Investments CEE, investicni spolecnost, a.s. | $5.5M | 189,128 | +836 | add |
| 462 | Moors & Cabot, Inc. | $5.4M | 186,518 | −10,554 | trim |
| 463 | Squarepoint Ops LLC | $5.4M | 186,092 | −704,819 | trim |
| 464 | Vise Technologies, Inc. | $5.4M | 217,005 | 0 | no change |
| 465 | Equitable Holdings, Inc. | $5.3M | 212,520 | +21,687 | add |
| 466 | Walleye Trading LLC | $5.3M | 183,469 | +183,469 | new |
| 467 | OpenArc Corporate Advisory, LLC | $5.3M | 181,730 | +5,719 | add |
| 468 | ROMANO BROTHERS AND COMPANY | $5.3M | 181,323 | −866 | trim |
| 469 | ALTA CAPITAL MANAGEMENT LLC/ | $5.2M | 179,750 | +513 | add |
| 470 | Ranch Capital Advisors Inc. | $5.2M | 178,997 | +14,989 | add |
| 471 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | $5.2M | 178,665 | −1,300 | trim |
| 472 | Cornerstone Wealth Management, LLC | $5.1M | 175,734 | +4,866 | add |
| 473 | Azimuth Capital Investment Management LLC | $5.0M | 172,955 | −2,176 | trim |
| 474 | HBK Sorce Advisory LLC | $5.0M | 199,085 | −18,270 | trim |
| 475 | Snowden Capital Advisors LLC | $5.0M | 172,392 | −4,849 | trim |
| 476 | DAVENPORT & Co LLC | $5.0M | 172,315 | −17,169 | trim |
| 477 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | $5.0M | 171,900 | +171,900 | new |
| 478 | HUB Investment Partners, LLC | $5.0M | 171,445 | +43,369 | add |
| 479 | Freestone Capital Holdings, LLC | $5.0M | 171,224 | +385 | add |
| 480 | Csenge Advisory Group | $5.0M | 170,940 | −37,078 | trim |
| 481 | QUADRANT CAPITAL GROUP LLC | $5.0M | 170,899 | −453 | trim |
| 482 | SIGNATUREFD, LLC | $4.9M | 168,249 | +8,470 | add |
| 483 | Ameritas Advisory Services, LLC | $4.9M | 167,370 | −8,049 | trim |
| 484 | Rock Point Advisors, LLC | $4.8M | 166,534 | +485 | add |
| 485 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | $4.8M | 166,254 | +16,310 | add |
| 486 | LEVEL FOUR ADVISORY SERVICES, LLC | $4.8M | 166,166 | −2,601 | trim |
| 487 | Kovack Advisors, Inc. | $4.8M | 168,481 | +4,770 | add |
| 488 | Callan Family Office, LLC | $4.8M | 165,553 | +6,089 | add |
| 489 | Compound Planning, Inc. | $4.8M | 165,163 | +22,043 | add |
| 490 | Parkway Wealth Management Group, LLC | $4.8M | 178,332 | +51,562 | add |
| 491 | CENTRAL TRUST Co | $4.8M | 165,090 | −14,374 | trim |
| 492 | WESTWOOD HOLDINGS GROUP INC | $4.8M | 164,181 | −5,764 | trim |
| 493 | Meeder Advisory Services, Inc. | $4.7M | 163,787 | +17,343 | add |
| 494 | INTRUST BANK NA | $4.7M | 163,185 | +15,906 | add |
| 495 | NICOLET BANKSHARES INC | $4.7M | 163,133 | +163,133 | new |
| 496 | RWA WEALTH PARTNERS, LLC | $4.7M | 162,373 | +12,549 | add |
| 497 | Callahan Advisors, LLC | $4.7M | 160,609 | −25,628 | trim |
| 498 | Bridgewater Associates, LP | $4.6M | 160,363 | +160,363 | new |
| 499 | Cresset Asset Management, LLC | $4.6M | 159,238 | +11,895 | add |
| 500 | SIMON QUICK ADVISORS, LLC | $4.6M | 158,878 | +13,794 | add |
Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
Congress ↔ notable managers · T
who in Congress disclosed purchases or sales beside which notable managers added or trimmedCongress · last 90 days
- Buyers
- 3 Alan Armstrong R–OK, Gary C. Peters D–MI, Ro Khanna D–CA-17 $31K–$115K
- Sellers
- 2 Keith Self R–TX-3, Tim Moore R–NC-14 $51K–$115K
filed 2026-06-16 → 2026-09-14 · totals are statutory ranges
Notable managers · quarter ended 2026-03-31
- Adding
- 2 Gotham Asset Management, Bridgewater Associates $48.1M held
- Trimming
- 2 Tudor Investment Corp, Caxton Associates $34.8M held
new + add vs trim + exit, by shares · $ = reported value now, not the change · AT&T INC
| Date | Who | Change | Size |
|---|---|---|---|
| 2026-08-20 | Tim Moore Congress | Sale | $50K–$100K |
| 2026-07-21 | Alan Armstrong Congress | Purchase | $15K–$50K |
| 2026-07-06 | Ro Khanna Congress | Purchase | $15K–$50K |
| 2026-07-02 | Gary C. Peters Congress | Purchase | $1K–$15K |
| 2026-06-30 | Keith Self Congress | Sale | $1K–$15K |
| 2026-05-15 | Gotham Asset Management 13F | add | +24,604 sh |
| 2026-05-15 | Bridgewater Associates 13F | new | +160,363 sh |
| 2026-05-15 | Tudor Investment Corp 13F | trim | −905,162 sh |
| 2026-05-14 | Caxton Associates 13F | trim | −47,653 sh |
9 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade
76 members of Congress disclosed T — the congressional view ↗