Who holds TDticker 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 ↗

TORONTO DOMINION BK ONT · COM NEW · quarter ended 2026-03-31 · 7 members disclosed TD ↗

602

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

$68.3B

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

277

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 TD ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	ROYAL BANK OF CANADA	$10.7B	114,542,618	−6,795,176	trim
2	BANK OF MONTREAL /CAN/	$7.0B	75,336,464	+5,558,558	add
3	VANGUARD CAPITAL MANAGEMENT LLC	$4.7B	50,497,120	—	no prior
4	CIBC WORLD MARKET INC.	$3.7B	39,319,985	+653,669	add
5	TD ASSET MANAGEMENT INC	$3.5B	37,654,650	+57,903	add
6	1832 Asset Management L.P.	$2.8B	30,345,986	−1,943,626	trim
7	NATIONAL BANK OF CANADA /FI/	$2.6B	27,422,403	+1,791,733	add
8	FIL Ltd	$2.5B	26,709,671	−4,270,754	trim
9	MACKENZIE FINANCIAL CORP	$2.3B	24,114,490	−1,422,282	trim
10	TD Waterhouse Canada Inc.	$1.9B	20,650,959	+11,368,674	add
11	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$1.6B	16,927,399	−87,437	trim
12	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$1.4B	14,219,093	−991,669	trim
13	VANGUARD FIDUCIARY TRUST CO	$1.4B	14,777,316	—	no prior
14	BANK OF NOVA SCOTIA	$1.2B	12,511,563	−6,975,178	trim
15	CANADA PENSION PLAN INVESTMENT BOARD	$1.2B	12,476,893	−1,046,363	trim
16	CIBC Asset Management Inc	$1.1B	11,954,710	−2,198,674	trim
17	Vanguard Global Advisers, LLC	$1.1B	11,821,337	—	no prior
18	FMR LLC	$1.0B	11,040,738	−99,955	trim
19	Connor, Clark & Lunn Investment Management Ltd.	$993M	10,640,443	+1,519,642	add
20	SCOTIA CAPITAL INC.	$987M	10,586,822	−98,708	trim
21	Legal & General Group Plc	$965M	10,367,941	+219,617	add
22	Federation des caisses Desjardins du Quebec	$890M	9,562,538	−349,283	trim
23	DIMENSIONAL FUND ADVISORS LP	$706M	7,565,982	+589,316	add
24	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$604M	6,470,416	−5,429,529	trim
25	MORGAN STANLEY	$559M	5,989,805	+703,497	add
26	Invesco Ltd.	$509M	5,453,357	+466,755	add
27	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$470M	5,031,656	+2,202,225	add
28	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$468M	5,031,324	+75,339	add
29	BANK OF AMERICA CORP /DE/	$464M	4,967,545	+358,412	add
30	DEUTSCHE BANK AG\	$433M	4,643,057	−55,075	trim
31	Alberta Investment Management Corp	$392M	4,195,116	+1,013,316	add
32	PICTON MAHONEY ASSET MANAGEMENT	$350M	3,746,718	+349,746	add
33	Amundi	$290M	3,103,758	−344,734	trim
34	VANGUARD ASSET MANAGEMENT, Ltd	$287M	3,072,950	—	no prior
35	Capital Research Global Investors	$276M	2,955,734	−2,755,268	trim
36	PUBLIC SECTOR PENSION INVESTMENT BOARD	$274M	2,931,884	+653,251	add
37	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$274M	2,941,415	+678,926	add
38	STATE STREET CORP	$268M	2,875,154	+14,077	add
39	LETKO, BROSSEAU & ASSOCIATES INC	$234M	2,516,065	−226,683	trim
40	TORONTO DOMINION BANK	$196M	2,094,932	+119,594	add
41	BlackRock, Inc.	$190M	2,040,485	+135,731	add
42	Grantham, Mayo, Van Otterloo & Co. LLC	$183M	1,960,719	+114,874	add
43	UBS Group AG	$177M	1,901,313	−421,843	trim
44	Addenda Capital Inc.	$169M	1,300,447	−2,688	trim
45	Aviso Financial Inc.	$158M	1,693,349	+2,342	add
46	ALLIANCEBERNSTEIN L.P.	$154M	1,632,379	+153,209	add
47	OMERS ADMINISTRATION Corp	$151M	1,617,955	−239,412	trim
48	AVIVA PLC	$140M	1,506,462	+39,006	add
49	SEB Asset Management AB	$139M	1,494,394	—	no prior
50	Nuveen, LLC	$136M	1,457,986	−8,833	trim
51	Scheer, Rowlett & Associates Investment Management Ltd.	$128M	1,368,213	−224,963	trim
52	NORTHERN TRUST CORP	$123M	1,315,908	+32,791	add
53	GUARDIAN CAPITAL LP	$121M	1,301,737	−18,235	trim
54	Quadrature Capital Ltd	$120M	1,288,100	+80,251	add
55	INTACT INVESTMENT MANAGEMENT INC.	$117M	1,256,136	−1,053,490	trim
56	AQR CAPITAL MANAGEMENT LLC	$116M	1,256,775	−193,080	trim
57	FRANKLIN RESOURCES INC	$104M	1,115,134	+162,149	add
58	Korea Investment CORP	$102M	1,090,952	+137,422	add
59	Clark Capital Management Group, Inc.	$99.3M	1,064,277	−70,553	trim
60	Alyeska Investment Group, L.P.	$87.9M	941,992	+941,992	new
61	Pictet Asset Management Holding SA	$85.9M	923,081	−19,455	trim
62	TWO SIGMA INVESTMENTS, LP	$82.1M	880,112	+880,112	new
63	BNP Paribas Asset Management Holding S.A.	$73.8M	790,058	+533,690	add
64	Vanguard Investments Australia, Ltd.	$73.5M	787,126	—	no prior
65	Zurcher Kantonalbank (Zurich Cantonalbank)	$71.4M	766,560	+40,605	add
66	BANK OF NOVA SCOTIA TRUST CO	$69.6M	746,266	−13,720	trim
67	INTECH INVESTMENT MANAGEMENT LLC	$65.9M	708,006	+256,647	add
68	Guardian Partners Inc.	$65.6M	702,815	−13,202	trim
69	Northwest & Ethical Investments L.P.	$64.6M	688,491	−28,943	trim
70	LAZARD ASSET MANAGEMENT LLC	$62.2M	665,884	+311,759	add
71	AMERICAN CENTURY COMPANIES INC	$62.0M	663,452	+151,314	add
72	Qube Research & Technologies Ltd	$59.0M	631,869	+494,329	add
73	UniSuper Management Pty Ltd	$58.7M	451,838	+4,300	add
74	FIRST TRUST ADVISORS LP	$56.1M	601,469	+39,608	add
75	CITIGROUP INC	$54.6M	586,846	−236,613	trim
76	MILLENNIUM MANAGEMENT LLC	$53.5M	573,860	−251,030	trim
77	CIDEL ASSET MANAGEMENT INC	$53.3M	572,742	+371,138	add
78	STATE OF WISCONSIN INVESTMENT BOARD	$50.8M	546,063	−88,500	trim
79	Purpose Unlimited Inc.	$50.8M	544,286	+40,427	add
80	ROYAL LONDON ASSET MANAGEMENT LTD	$47.4M	508,178	+1,722	add
81	Fiera Capital Corp	$45.4M	487,391	+359,160	add
82	ENVESTNET ASSET MANAGEMENT INC	$41.8M	447,819	+85,199	add
83	Advisors Capital Management, LLC	$40.6M	435,231	−2,092	trim
84	Lansforsakringar Fondforvaltning AB (publ)	$37.0M	397,828	−2,139	trim
85	MONTRUSCO BOLTON INVESTMENTS INC.	$34.2M	367,619	−6,384	trim
86	RAYMOND JAMES FINANCIAL INC	$33.3M	357,298	+14,960	add
87	Harvest Portfolios Group Inc.	$33.2M	355,336	+103,357	add
88	AustralianSuper Pty Ltd	$31.8M	340,438	+340,438	new
89	WELLS FARGO & COMPANY/MN	$30.7M	328,878	−15,373	trim
90	WELLINGTON MANAGEMENT GROUP LLP	$30.5M	327,748	−20,061	trim
91	Zurich Insurance Group Ltd/FI	$29.8M	320,362	−20,801	trim
92	Swiss Life Asset Management Ltd	$28.9M	310,132	+32,029	add
93	GODSEY & GIBB, INC	$28.6M	306,209	−18,597	trim
94	Varma Mutual Pension Insurance Co	$28.1M	301,698	0	no change
95	Allianz Asset Management GmbH	$27.8M	298,526	+191,473	add
96	SIG North Trading, ULC	$27.7M	296,897	+190,591	add
97	Cardinal Point Capital Management ULC	$27.3M	293,001	−3,897	trim
98	Investment Management Corp of Ontario	$26.7M	286,629	−56,783	trim
99	USS Investment Management Ltd	$26.2M	280,408	+3,092	add
100	CANERECTOR INC	$26.0M	200,000	0	no change
101	Triasima Portfolio Management inc.	$25.7M	276,049	+24,879	add
102	Creative Planning	$24.7M	264,504	+18,311	add
103	Janus Henderson Group Ltd.	$24.5M	263,491	−975	trim
104	Genus Capital Management Inc.	$24.2M	260,428	+82,803	add
105	Generali Asset Management SPA SGR	$23.1M	177,471	+11,958	add
106	Heathbridge Capital Management Ltd.	$22.7M	243,350	−1,750	trim
107	Maryland State Retirement & Pension System	$22.2M	237,776	+3,475	add
108	LPL Financial LLC	$21.4M	229,801	+7,742	add
109	ASR Vermogensbeheer N.V.	$20.5M	220,340	−33,021	trim
110	Man Group plc	$20.1M	215,697	−68,393	trim
111	Waratah Capital Advisors Ltd.	$19.8M	212,432	−86,142	trim
112	Danica Pension, Livsforsikringsaktieselskab	$19.1M	147,262	+147,262	new
113	D. E. Shaw & Co., Inc.	$18.6M	199,029	+163,675	add
114	CITADEL ADVISORS LLC	$18.2M	194,769	+130,693	add
115	PORTLAND INVESTMENT COUNSEL INC.	$17.9M	192,000	0	no change
116	Crossmark Global Holdings, Inc.	$17.4M	186,833	—	no prior
117	HighTower Advisors, LLC	$17.4M	186,298	+2,861	add
118	NICOLA WEALTH MANAGEMENT LTD.	$17.2M	183,802	−179,500	trim
119	Utah Retirement Systems	$17.1M	184,005	−8,673	trim
120	American Assets Investment Management, LLC	$15.4M	165,000	0	no change
121	Quantinno Capital Management LP	$15.2M	162,606	+32,283	add
122	JANE STREET GROUP, LLC	$14.1M	150,708	+38,130	add
123	Lighthouse Investment Partners, LLC	$12.8M	136,811	+76,841	add
124	Lombard Odier Asset Management (Switzerland) SA	$12.2M	131,072	+17,300	add
125	PCJ Investment Counsel Ltd.	$11.4M	121,860	+6,320	add
126	Gold Investment Management Ltd.	$11.1M	119,227	+1,112	add
127	VOYA INVESTMENT MANAGEMENT LLC	$11.0M	118,208	−2,809	trim
128	Osmosis Investment Management UK Ltd	$10.6M	113,963	−18,778	trim
129	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$9.9M	106,038	−279,582	trim
130	Modera Wealth Management, LLC	$9.2M	98,646	−8,977	trim
131	HSBC HOLDINGS PLC	$9.1M	97,998	−29,000	trim
132	RENAISSANCE TECHNOLOGIES LLC	$9.0M	96,180	−431,900	trim
133	Cumberland Partners Ltd	$8.8M	94,929	−14,330	trim
134	Walter Public Investments Inc.	$8.8M	93,763	+84,763	add
135	Cetera Investment Advisers	$8.7M	93,187	+3,314	add
136	STIFEL FINANCIAL CORP	$8.6M	92,058	−4,375	trim
137	Mariner, LLC	$8.4M	90,092	+6,933	add
138	NewSquare Capital LLC	$8.3M	88,882	−1,078	trim
139	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	$8.1M	86,700	+45,900	add
140	JCIC Asset Management Inc.	$8.1M	86,674	+1,426	add
141	Y-Intercept (Hong Kong) Ltd	$8.0M	86,031	+86,031	new
142	FIDUCIARY TRUST CO	$8.0M	85,740	0	no change
143	COMMONWEALTH EQUITY SERVICES, LLC	$8.0M	85,682	+514	add
144	Capital World Investors	$7.7M	82,501	+1,060	add
145	BCV Asset Management Inc.	$7.3M	78,917	+78,917	new
146	K.J. Harrison & Partners Inc	$6.6M	71,321	+7	add
147	SUSQUEHANNA ADVISORS GROUP, INC.	$6.6M	71,000	0	no change
148	NATIXIS	$6.6M	70,361	−17,868	trim
149	Point72 Asset Management, L.P.	$6.3M	67,305	+67,305	new
150	CREDIT AGRICOLE S A	$6.1M	65,092	+4,591	add
151	Pacifica Partners Inc.	$5.8M	61,856	−1,637	trim
152	Stablepoint Partners, LLC	$5.7M	61,423	−6,725	trim
153	UNIVEST FINANCIAL Corp	$5.7M	60,658	−124	trim
154	Ensign Peak Advisors, Inc	$5.6M	60,453	−10,900	trim
155	Metis Global Partners, LLC	$5.6M	60,348	−5,247	trim
156	Cerity Partners LLC	$5.4M	57,414	+5,038	add
157	Corient Private Wealth LLC	$5.2M	56,411	−49,900	trim
158	Ewing Morris & Co. Investment Partners Ltd.	$5.0M	53,354	−3	trim
159	JUPITER ASSET MANAGEMENT LTD	$4.9M	52,375	+52,375	new
160	Assenagon Asset Management S.A.	$4.9M	52,340	+183	add
161	Value Partners Investments Inc.	$4.8M	50,989	+1,701	add
162	Tidal Investments LLC	$4.5M	47,959	+37,904	add
163	Burkett Asset Management Ltd	$4.4M	47,101	−1,150	trim
164	Tacita Capital Inc	$4.3M	46,601	−13	trim
165	Focus Partners Wealth	$4.3M	46,155	+2,936	add
166	Orion Porfolio Solutions, LLC	$4.2M	45,467	+329	add
167	Vise Technologies, Inc.	$4.2M	44,734	0	no change
168	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$4.1M	44,023	−2,371	trim
169	OSAIC HOLDINGS, INC.	$4.1M	43,771	−3,024	trim
170	WELCH & FORBES LLC	$4.0M	43,316	−418	trim
171	Vanguard Personalized Indexing Management, LLC	$4.0M	42,778	−1,109	trim
172	Auto-Owners Insurance Co	$3.9M	42,096	0	no change
173	WORLDQUANT MILLENNIUM ADVISORS LLC	$3.7M	39,892	−13,512	trim
174	M&T BANK CORP	$3.7M	39,372	−286	trim
175	MML INVESTORS SERVICES, LLC	$3.6M	38,283	−1,561	trim
176	Cassaday & Co Wealth Management LLC	$3.5M	37,966	−240	trim
177	QUADRANT CAPITAL GROUP LLC	$3.4M	36,816	−4	trim
178	TABLEAUX LLC	$3.4M	36,465	0	no change
179	BALDWIN WEALTH PARTNERS LLC/MA	$3.2M	34,675	−200	trim
180	Evelyn Partners Investment Management LLP	$3.2M	34,014	−55	trim
181	Sustainable Insight Capital Management, LLC	$3.1M	33,065	+3,552	add
182	PRUDENTIAL PLC	$3.1M	32,806	0	no change
183	CenterBook Partners LP	$3.0M	32,037	+32,037	new
184	Rockefeller Capital Management L.P.	$3.0M	31,671	+6,287	add
185	Laird Norton Wetherby Trust Company, LLC	$2.9M	31,591	+1,900	add
186	Private Advisor Group, LLC	$2.9M	31,537	+510	add
187	GROUP ONE TRADING LLC	$2.9M	31,257	+5,796	add
188	CMH Wealth Management LLC	$2.9M	30,595	+30,595	new
189	Sumitomo Mitsui DS Asset Management Company, Ltd	$2.8M	30,114	+770	add
190	GRIMES & Co WEALTH MANAGEMENT, LLC	$2.8M	29,926	+66	add
191	Equitable Holdings, Inc.	$2.8M	29,539	+1,028	add
192	Flagship Capital Management Inc.	$2.8M	29,575	−207	trim
193	Claro Advisors Inc.	$2.7M	29,128	−190	trim
194	PINNACLE ASSOCIATES LTD	$2.7M	28,922	+700	add
195	&PARTNERS	$2.6M	28,108	+328	add
196	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$2.6M	27,515	0	no change
197	SIGNATUREFD, LLC	$2.6M	27,398	+1,800	add
198	Te Ahumairangi Investment Management Ltd	$2.6M	27,432	−3,807	trim
199	Magnetar Financial LLC	$2.5M	27,327	−18,382	trim
200	Pathstone Holdings, LLC	$2.5M	27,181	+2,440	add
201	IEQ CAPITAL, LLC	$2.5M	27,158	+4,016	add
202	WealthTrust Axiom LLC	$2.5M	26,661	−210	trim
203	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$2.4M	25,638	+1,215	add
204	MERCER GLOBAL ADVISORS INC /ADV	$2.4M	25,865	+11,040	add
205	US BANCORP \DE\	$2.4M	25,803	+831	add
206	Compound Planning, Inc.	$2.4M	25,422	+1,158	add
207	Moors & Cabot, Inc.	$2.3M	25,087	−50	trim
208	XTX Topco Ltd	$2.3M	24,401	+19,692	add
209	Empowered Funds, LLC	$2.3M	24,124	+24,124	new
210	Morningstar Investment Management LLC	$2.2M	23,553	+2,456	add
211	PRINCIPAL SECURITIES, INC.	$2.2M	23,451	+2,417	add
212	PARK CIRCLE Co	$2.2M	23,300	−100	trim
213	Sequoia Financial Advisors, LLC	$2.2M	23,129	−1,310	trim
214	Family Legacy, Inc.	$2.2M	23,112	−191	trim
215	Applied Capital LLC/FL	$2.2M	23,051	−990	trim
216	State of Wyoming	$2.1M	22,765	+20,730	add
217	HORIZON KINETICS ASSET MANAGEMENT LLC	$2.1M	22,500	−817	trim
218	Weaver C. Barksdale & Associates, Inc.	$2.1M	21,956	+1,237	add
219	Kestra Advisory Services, LLC	$2.0M	21,416	+1,852	add
220	Stratos Wealth Partners, LTD.	$2.0M	21,130	−209	trim
221	Probity Advisors, Inc.	$2.0M	20,941	−645	trim
222	Nordwand Advisors, LLC	$1.9M	20,800	0	no change
223	SEI INVESTMENTS CO	$1.9M	20,242	+1,922	add
224	Bleakley Financial Group, LLC	$1.8M	19,540	+2,577	add
225	Alphadyne Asset Management LP	$1.8M	19,138	+19,138	new
226	BALYASNY ASSET MANAGEMENT L.P.	$1.8M	19,086	+2,339	add
227	DONALDSON CAPITAL MANAGEMENT, LLC	$1.8M	19,019	+2,126	add
228	VIEWPOINT INVESTMENT PARTNERS CORP	$1.8M	18,497	+18,497	new
229	Hudson Portfolio Management LLC	$1.7M	18,653	−555	trim
230	Steward Partners Investment Advisory, LLC	$1.7M	18,437	+1,914	add
231	Sanctuary Advisors, LLC	$1.7M	18,216	+847	add
232	COMMONS CAPITAL, LLC	$1.7M	17,963	−63	trim
233	Frank, Rimerman Advisors LLC	$1.6M	16,923	+2,930	add
234	Beacon Pointe Advisors, LLC	$1.5M	16,077	+4,250	add
235	Valmark Advisers, Inc.	$1.5M	16,057	+122	add
236	Greenfield Seitz Capital Management, LLC	$1.5M	15,857	−585	trim
237	Redhawk Wealth Advisors, Inc.	$1.4M	15,466	+15,466	new
238	KEYBANK NATIONAL ASSOCIATION/OH	$1.4M	15,425	+6,745	add
239	TRUIST FINANCIAL CORP	$1.4M	15,277	−1,189	trim
240	EP Wealth Advisors, LLC	$1.4M	15,150	−1,654	trim
241	AMERICAN ASSETS INC	$1.4M	15,000	0	no change
242	Cyndeo Wealth Partners, LLC	$1.4M	14,784	−247	trim
243	CENTRAL TRUST Co	$1.4M	14,731	0	no change
244	Daiwa Securities Group Inc.	$1.4M	14,700	−55	trim
245	Quilter Plc	$1.4M	10,425	0	no change
246	Caprock Group, LLC	$1.3M	14,296	+1,065	add
247	Qtron Investments LLC	$1.3M	14,073	0	no change
248	Balanced Rock Investment Advisors LLC	$1.3M	13,776	−740	trim
249	LRT Capital Management, LLC	$1.3M	13,721	−27,503	trim
250	Walleye Capital LLC	$1.3M	13,613	+4,873	add
251	ARS Wealth Advisors Group, LLC	$1.2M	13,120	0	no change
252	Savant Capital, LLC	$1.2M	12,890	+2,226	add
253	HM PAYSON & CO	$1.2M	12,599	0	no change
254	RITHOLTZ WEALTH MANAGEMENT	$1.2M	12,471	+3,025	add
255	Ballentine Partners, LLC	$1.2M	12,343	+603	add
256	Main Line Retirement Advisors, LLC	$1.1M	12,254	+102	add
257	Bridgewater Advisors Inc.	$1.1M	10,625	−755	trim
258	Callan Family Office, LLC	$1.1M	12,075	+875	add
259	Radnor Capital Management, LLC	$1.1M	11,836	0	no change
260	PCM Encore, LLC	$1.1M	11,831	+699	add
261	COMMERCE BANK	$1.1M	11,660	+6,873	add
262	SILVERLAKE WEALTH MANAGEMENT LLC	$1.1M	11,395	+6	add
263	Dickmeyer Boyce Financial Management, Inc.	$1.0M	11,085	—	no prior
264	PRINCIPAL FINANCIAL GROUP INC	$1.0M	11,000	−27,600	trim
265	UMB Bank, n.a.	$1.0M	10,895	−1,025	trim
266	D.A. DAVIDSON & CO.	$1.0M	10,877	−3,454	trim
267	Affinity Capital Advisors, LLC	$1.0M	10,817	+227	add
268	BLAIR WILLIAM & CO/IL	$965K	10,346	+6,509	add
269	Linden Thomas Advisory Services, LLC	$955K	10,231	+458	add
270	Themes Management Co LLC	$949K	10,168	+70	add
271	TI-TRUST, INC	$945K	10,130	0	no change
272	CHESAPEAKE CAPITAL CORP /IL/	$938K	10,055	0	no change
273	Avalon Trust Co	$933K	10,000	0	no change
274	ALLIANZ SE	$931K	10,000	−650	trim
275	FIRST CITIZENS BANK & TRUST CO	$925K	9,916	−4	trim
276	Tower Research Capital LLC (TRC)	$919K	9,854	+3,520	add
277	KESTRA PRIVATE WEALTH SERVICES, LLC	$919K	9,854	+724	add
278	Gateway Wealth Partners, LLC	$912K	9,769	+9,769	new
279	FULTON BANK, N.A.	$894K	9,585	+13	add
280	NewEdge Advisors, LLC	$856K	9,171	+9,171	new
281	MGO ONE SEVEN LLC	$854K	9,156	+2,381	add
282	CRA Financial Services, LLC	$846K	9,069	−251	trim
283	EVERGREEN CAPITAL MANAGEMENT LLC	$840K	9,005	+461	add
284	Penobscot Investment Management Company, Inc.	$820K	8,784	0	no change
285	OneDigital Investment Advisors LLC	$806K	8,634	−349	trim
286	ROCKLAND TRUST CO	$785K	8,417	−552	trim
287	WESTWOOD HOLDINGS GROUP INC	$784K	8,419	+8,419	new
288	Essex Financial Services, Inc.	$770K	8,254	+183	add
289	BURNEY CO/	$753K	8,070	−587	trim
290	QRG CAPITAL MANAGEMENT, INC.	$753K	8,069	+410	add
291	NLB Skladi, upravljanje premozenja, d.o.o.	$746K	8,000	0	no change
292	Vident Advisory, LLC	$743K	7,964	−1,380	trim
293	BROWN ADVISORY INC	$740K	7,929	+883	add
294	Atria Investments, Inc	$737K	7,895	−588	trim
295	CWM, LLC	$736K	7,886	+1,711	add
296	M. Kulyk & Associates, LLC	$734K	7,868	−2,122	trim
297	PDS Planning, Inc	$730K	7,828	−39	trim
298	Candriam S.C.A.	$725K	7,792	0	no change
299	Wolff Financial Management LLC	$725K	7,771	0	no change
300	Pathway Financial Advisers, LLC	$720K	7,713	+7,713	new
301	World Investment Advisors	$717K	7,685	−2,514	trim
302	LGT Group Foundation	$708K	7,580	−720	trim
303	Sivia Capital Partners, LLC	$707K	7,574	−2,165	trim
304	SAGESPRING WEALTH PARTNERS, LLC	$698K	7,480	+914	add
305	SkyOak Wealth, LLC	$690K	7,398	−1,000	trim
306	Carnegie Lake Advisors LLC	$681K	7,299	0	no change
307	Checchi Capital Advisers, LLC	$671K	7,194	+104	add
308	Apollon Wealth Management, LLC	$669K	7,166	+33	add
309	CAPSTONE INVESTMENT ADVISORS, LLC	$648K	6,949	+6,949	new
310	Concurrent Investment Advisors, LLC	$642K	6,885	+1,545	add
311	Mystic Asset Management, Inc.	$631K	6,761	+413	add
312	SHP Wealth Management	$617K	6,609	0	no change
313	Net Worth Advisory Group	$610K	6,540	−431	trim
314	Greenfield Savings Bank	$601K	6,440	−4	trim
315	Chicago Partners Investment Group LLC	$600K	5,735	+102	add
316	Ranch Capital Advisors Inc.	$599K	6,415	+2	add
317	Jefferies Financial Group Inc.	$578K	6,200	+6,200	new
318	OPPENHEIMER & CO INC	$578K	6,192	+73	add
319	Merit Financial Group, LLC	$576K	6,168	+1,871	add
320	Investors Research Corp	$568K	6,087	−85	trim
321	CABOT WEALTH MANAGEMENT INC	$563K	6,032	0	no change
322	DAVENPORT & Co LLC	$559K	5,991	+68	add
323	DAVIS R M INC	$555K	5,949	+5,949	new
324	ASAHI LIFE ASSET MANAGEMENT CO., LTD.	$537K	5,767	+734	add
325	Baird Financial Group, Inc.	$536K	5,748	+5,748	new
326	Pure Financial Advisors, LLC	$529K	5,668	+1,331	add
327	Marble Harbor Investment Counsel, LLC	$521K	5,584	+275	add
328	HB Wealth Management, LLC	$515K	5,514	+891	add
329	BENNETT SELBY INVESTMENTS LP	$511K	5,474	0	no change
330	ACADIAN ASSET MANAGEMENT LLC	$510K	5,480,221	−3,212,449	trim
331	Dynamic Technology Lab Private Ltd	$509K	5,450	+5,450	new
332	Aprio Wealth Management, LLC	$505K	5,414	+417	add
333	WRIGHT INVESTORS SERVICE INC	$502K	5,383	+21	add
334	Ascent Group, LLC	$497K	5,329	+539	add
335	Wealth Management Associates, Inc.	$491K	5,264	+18	add
336	Blue Trust, Inc.	$490K	5,249	+11	add
337	MQS Management LLC	$489K	5,242	+5,242	new
338	Covenant Asset Management, LLC	$480K	5,142	0	no change
339	DIVERSIFY WEALTH MANAGEMENT, LLC	$479K	4,588	+4,588	new
340	Income Insurance Ltd	$478K	5,135	0	no change
341	Manske Wealth Management	$476K	5,101	0	no change
342	Bank Julius Baer & Co. Ltd, Zurich	$472K	5,055	−210	trim
343	Next Level Private LLC	$469K	5,023	0	no change
344	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$469K	5,022	+5,022	new
345	Sowell Financial Services LLC	$465K	4,988	+96	add
346	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$460K	4,926	+3,902	add
347	BAR HARBOR WEALTH MANAGEMENT	$456K	4,890	0	no change
348	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	$453K	4,853	0	no change
349	Ashton Thomas Private Wealth, LLC	$450K	4,817	−104	trim
350	GREAT VALLEY ADVISOR GROUP, INC.	$449K	4,809	−328	trim
351	Verdence Capital Advisors LLC	$441K	4,723	+1	add
352	Brooklyn Investment Group	$436K	4,678	+4,678	new
353	Fiduciary Group, LLC	$433K	4,644	0	no change
354	111 Capital	$432K	4,622	+4,622	new
355	Addison Advisors LLC	$430K	4,603	−10	trim
356	J. Safra Sarasin Holding AG	$426K	4,576	+551	add
357	Independent Advisor Alliance	$426K	4,560	−600	trim
358	Allworth Financial LP	$425K	4,560	+249	add
359	Powers Advisory Group, LLC	$423K	4,538	0	no change
360	WASATCH ADVISORS LP	$422K	4,518	−46,976	trim
361	Cypress Capital Group	$421K	4,516	−370	trim
362	Massar Capital Management, LP	$416K	4,453	+4,453	new
363	Rehmann Capital Advisory Group	$415K	4,447	−497	trim
364	CITIZENS FINANCIAL GROUP INC/RI	$410K	4,396	+7	add
365	Waverly Advisors, LLC	$408K	4,377	−121	trim
366	PARSONS CAPITAL MANAGEMENT INC/RI	$408K	4,368	−200	trim
367	Prospera Financial Services Inc	$406K	4,348	+4,348	new
368	COLDSTREAM CAPITAL MANAGEMENT INC	$406K	4,349	+436	add
369	Alhambra Investment Management LLC	$397K	4,251	0	no change
370	CIBC Bancorp USA Inc.	$395K	3,315	—	no prior
371	Spartan Wealth Advisory Services LLC	$394K	4,225	—	no prior
372	Focus Partners Advisor Solutions, LLC	$389K	4,172	+748	add
373	Kathmere Capital Management, LLC	$386K	4,136	+421	add
374	Columbia Asset Management	$386K	4,135	+300	add
375	Pine Valley Investments Ltd Liability Co	$385K	4,123	0	no change
376	Csenge Advisory Group	$384K	4,114	+41	add
377	Five Oceans Advisors	$382K	4,091	0	no change
378	Cromwell Holdings LLC	$382K	4,091	0	no change
379	Pinnacle Financial Partners, Inc.	$380K	4,075	+4,075	new
380	VIRTUS ADVISERS, LLC	$378K	2,907	−1,034	trim
381	Independence Financial Advisors, LLC	$378K	4,046	0	no change
382	Farringdon Capital, Ltd.	$374K	4,005	+4,005	new
383	Coastline Trust Co	$373K	4,000	0	no change
384	West Family Investments, Inc.	$372K	3,985	−1,933	trim
385	Transamerica Financial Advisors, LLC	$370K	3,967	+449	add
386	GMT CAPITAL CORP	$370K	3,960	+3,960	new
387	MFA Wealth Services	$368K	3,942	+32	add
388	Cordatus Wealth Management LLC	$364K	3,901	+3,901	new
389	Brevan Howard Capital Management LP	$363K	3,888	+3,888	new
390	180 WEALTH ADVISORS, LLC	$355K	3,808	−251	trim
391	Ameritas Advisory Services, LLC	$353K	3,788	−305	trim
392	LOM Asset Management Ltd	$353K	3,042	0	no change
393	MAVERICK CAPITAL LTD	$352K	3,769	+3,769	new
394	Wilmington Savings Fund Society, FSB	$351K	3,762	0	no change
395	Pines Wealth Management, LLC	$351K	3,758	−177	trim
396	Empirical Asset Management, LLC	$346K	3,708	0	no change
397	Brucke Financial, Inc.	$345K	3,702	−4,160	trim
398	JOURNEY STRATEGIC WEALTH LLC	$342K	3,665	−66	trim
399	Connecticut Wealth Management, LLC	$340K	3,644	+105	add
400	Wealthspire Advisors, LLC	$339K	3,637	−1,828	trim
401	CVA Family Office, LLC	$338K	3,617	0	no change
402	RIVERSEDGE ADVISORS, LLC	$336K	3,601	+78	add
403	Old North State Wealth Management, LLC	$333K	3,573	+22	add
404	Legacy Capital Group California, Inc.	$333K	3,567	+3,567	new
405	Flatrock Wealth Partners LLC	$333K	3,566	—	no prior
406	FCG Investment Co	$331K	3,551	—	no prior
407	EVOLVE PRIVATE WEALTH, LLC	$330K	3,533	−192	trim
408	Sound View Wealth Advisors Group, LLC	$328K	3,513	−17	trim
409	HBK Sorce Advisory LLC	$326K	3,037	+135	add
410	INDEPENDENT FINANCIAL GROUP, LLC	$326K	3,493	—	no prior
411	JFS WEALTH ADVISORS, LLC	$317K	3,402	0	no change
412	First Affirmative Financial Network	$317K	3,394	—	no prior
413	Kingsview Wealth Management, LLC	$316K	3,389	−87	trim
414	Berger Financial Group, Inc	$309K	3,316	−210	trim
415	MAI Capital Management	$309K	3,309	+292	add
416	MEANS INVESTMENT CO., INC.	$306K	3,277	−135	trim
417	Apella Capital, LLC	$304K	2,887	+7	add
418	WEALTH EFFECTS LLC	$304K	3,258	0	no change
419	Clearstead Advisors, LLC	$304K	3,254	0	no change
420	Westover Capital Advisors, LLC	$303K	3,252	−40	trim
421	SHELTON CAPITAL MANAGEMENT	$303K	3,243	−249	trim
422	Simplicity Wealth,LLC	$301K	3,222	+346	add
423	ARQ WEALTH ADVISORS, LLC	$297K	3,178	+3,178	new
424	Western Wealth Management, LLC	$294K	3,156	+3,156	new
425	Harbor Group, Inc.	$294K	3,152	0	no change
426	SMITHBRIDGE ASSET MANAGEMENT INC/DE	$294K	3,148	+3,148	new
427	Williams Financial, LLC	$294K	3,146	0	no change
428	Wealthcare Advisory Partners LLC	$291K	3,121	−42	trim
429	CALTON & ASSOCIATES, INC.	$289K	3,102	+3,102	new
430	FIDUCIARY FINANCIAL GROUP, LLC	$289K	3,093	+93	add
431	Philip James Wealth Mangement, LLC	$288K	3,082	−968	trim
432	SAX WEALTH ADVISORS, LLC	$287K	3,048	0	no change
433	Edgestream Partners, L.P.	$285K	3,051	−494	trim
434	Braun-Bostich & Associates Inc.	$284K	3,047	−111	trim
435	Savvy Advisors, Inc.	$282K	3,022	+397	add
436	Successful Portfolios LLC	$280K	3,014	−1,428	trim
437	Leo Wealth, LLC	$277K	2,964	−117	trim
438	BEACON INVESTMENT ADVISORY SERVICES, INC.	$276K	2,963	0	no change
439	JOHNSON INVESTMENT COUNSEL INC	$276K	2,959	−1,055	trim
440	GUGGENHEIM CAPITAL LLC	$276K	2,959	−1,066	trim
441	Geneos Wealth Management Inc.	$271K	2,906	−460	trim
442	Impact Investors, Inc	$264K	2,833	+2,833	new
443	Jacobi Capital Management LLC	$264K	2,831	−18	trim
444	BIRCH FINANCIAL GROUP, LLC	$264K	2,831	0	no change
445	SEEDS INVESTOR LLC	$264K	2,560	+2,560	new
446	Accurate Wealth Management, LLC	$259K	2,576	+9	add
447	Firestone Capital Management	$256K	2,740	0	no change
448	RWA WEALTH PARTNERS, LLC	$255K	2,729	+2,729	new
449	OneAscent Family Office, LLC	$255K	2,729	0	no change
450	Shulman DeMeo Asset Management LLC	$253K	2,707	0	no change
451	SUMMIT SECURITIES GROUP LLC	$252K	2,700	−6,000	trim
452	Venture Visionary Partners LLC	$247K	2,647	0	no change
453	Premier Path Wealth Partners, LLC	$246K	2,641	0	no change
454	Aaron Wealth Advisors LLC	$246K	2,634	+2,634	new
455	Capital Investment Advisors, LLC	$246K	2,631	+1	add
456	Bryn Mawr Trust Advisors, LLC	$243K	2,599	+59	add
457	SILVER OAK SECURITIES, INCORPORATED	$239K	2,561	0	no change
458	Choate Investment Advisors	$239K	2,558	0	no change
459	Cresset Asset Management, LLC	$238K	2,548	−108	trim
460	Emergent Wealth Advisors, LLC	$234K	2,513	+2,513	new
461	Omnia Family Wealth, LLC	$234K	2,504	0	no change
462	INSPIRION WEALTH ADVISORS, LLC	$233K	2,500	0	no change
463	BetterWealth, LLC	$231K	2,480	−200	trim
464	YHB Investment Advisors, Inc.	$231K	2,478	0	no change
465	55 North Private Wealth, LLC	$231K	2,475	+219	add
466	SUMMIT WEALTH & RETIREMENT PLANNING, INC.	$230K	2,465	0	no change
467	HUB Investment Partners, LLC	$229K	2,454	+2,454	new
468	AFT, FORSYTH & COMPANY, INC.	$229K	2,450	0	no change
469	Envestnet Portfolio Solutions, Inc.	$227K	2,435	−625	trim
470	KCM INVESTMENT ADVISORS LLC	$226K	2,424	−370	trim
471	FOUNDATIONS INVESTMENT ADVISORS, LLC	$226K	2,423	−85	trim
472	Massachusetts Wealth Management	$225K	2,410	0	no change
473	Avior Wealth Management, LLC	$224K	2,400	+233	add
474	Clearstead Trust, LLC	$224K	2,400	+2,400	new
475	Hill Investment Group Partners, LLC	$224K	2,398	0	no change
476	ASPIRIANT, LLC	$223K	2,389	+2,389	new
477	Stonebrook Private Inc.	$222K	2,376	+2,376	new
478	PFG Investments, LLC	$221K	2,370	−2	trim
479	Wescott Financial Advisory Group, LLC	$221K	2,364	0	no change
480	Hilltop National Bank	$220K	2,359	−190	trim
481	Innova Wealth Partners	$220K	2,356	0	no change
482	Sepio Capital, LP	$219K	2,348	+2,348	new
483	Key FInancial Inc	$218K	2,341	0	no change
484	KILEY JUERGENS WEALTH MANAGEMENT, LLC	$217K	2,325	+2,325	new
485	Summit Financial, LLC	$216K	2,311	+2,311	new
486	MATTERN CAPITAL MANAGEMENT, LLC	$215K	2,308	0	no change
487	AE Wealth Management LLC	$215K	2,306	+2,306	new
488	Spire Wealth Management	$214K	2,296	−224	trim
489	Brown Shipley& Co Ltd	$214K	2,300	0	no change
490	Sensenig Capital Advisors, Inc	$213K	2,283	−364	trim
491	Diversify Advisory Services, LLC	$213K	2,042	−188	trim
492	Argos Wealth Advisors, LLC	$213K	2,282	0	no change
493	Mitsubishi UFJ Asset Management Co., Ltd.	$212K	2,274	−41	trim
494	Patriot Financial Group Insurance Agency, LLC	$212K	2,270	+2,270	new
495	Lido Advisors, LLC	$210K	2,252	+2,252	new
496	Advisor OS, LLC	$209K	2,240	0	no change
497	PDT Partners, LLC	$205K	2,200	+2,200	new
498	Medallion Wealth Advisors, LLC	$205K	2,197	—	no prior
499	MJP ASSOCIATES INC /ADV	$205K	2,192	0	no change
500	CogentBlue Wealth Advisors, LLC	$204K	2,185	0	no change

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

Congress ↔ notable managers · TD

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: 0 — $0 held
Trimming: 1 Bridgewater Associates $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · TORONTO DOMINION BK ONT

Merged timeline of congressional filings and notable-manager moves on TD
Date	Who	Change	Size
2026-05-15	Bridgewater Associates 13F	exit	−99,698 sh

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

7 members of Congress disclosed TD — the congressional view ↗