Who holds TTDticker 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 ↗

THE TRADE DESK INC · COM CL A · quarter ended 2026-03-31 · 10 members disclosed TTD ↗

548

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

$7.2B

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

271

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

207

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 TTD ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	STATE STREET CORP	$1.0B	44,933,369	+13,886,545	add
2	BlackRock, Inc.	$851M	37,521,596	+1,775,209	add
3	VANGUARD CAPITAL MANAGEMENT LLC	$650M	28,645,253	—	no prior
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$509M	22,443,160	—	no prior
5	TWO SIGMA INVESTMENTS, LP	$321M	14,161,321	+8,117,186	add
6	MORGAN STANLEY	$199M	8,767,560	+1,469,207	add
7	Invesco Ltd.	$190M	8,379,187	+2,867,875	add
8	FEDERATED HERMES, INC.	$173M	7,628,435	+2,917,588	add
9	WORLDQUANT MILLENNIUM ADVISORS LLC	$129M	5,695,191	+3,640,456	add
10	Alyeska Investment Group, L.P.	$128M	5,628,855	+5,590,538	add
11	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$125M	5,529,171	+1,321,088	add
12	RENAISSANCE TECHNOLOGIES LLC	$123M	5,440,541	+2,018,525	add
13	MILLENNIUM MANAGEMENT LLC	$112M	4,914,295	+354,703	add
14	CITIGROUP INC	$111M	4,912,283	+554,739	add
15	D. E. Shaw & Co., Inc.	$108M	4,779,371	+2,799,880	add
16	BANK OF AMERICA CORP /DE/	$103M	4,548,894	+1,141,704	add
17	NORTHERN TRUST CORP	$88.9M	3,918,343	+80,322	add
18	UBS Group AG	$80.3M	3,540,366	+1,005,243	add
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$79.5M	3,503,082	+204,281	add
20	CITADEL ADVISORS LLC	$76.5M	3,369,706	+2,065,297	add
21	DEUTSCHE BANK AG\	$73.2M	3,225,053	+1,660,763	add
22	Assenagon Asset Management S.A.	$73.0M	3,219,046	+2,910,064	add
23	JACOBS LEVY EQUITY MANAGEMENT, INC	$71.1M	3,132,743	+469,614	add
24	Amundi	$69.3M	3,056,305	+17,097	add
25	FMR LLC	$60.8M	2,679,216	+1,556,139	add
26	Legal & General Group Plc	$58.2M	2,566,452	+36,739	add
27	VANGUARD FIDUCIARY TRUST CO	$57.7M	2,541,557	—	no prior
28	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$51.5M	2,268,914	−197,537	trim
29	CANADA PENSION PLAN INVESTMENT BOARD	$44.6M	1,967,758	+250,742	add
30	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$44.4M	1,956,491	−16,278	trim
31	Squarepoint Ops LLC	$44.0M	1,940,964	−636,129	trim
32	BNP Paribas Asset Management Holding S.A.	$40.0M	1,761,752	+889,364	add
33	Quantinno Capital Management LP	$34.0M	1,496,748	+1,148,680	add
34	FIRST TRUST ADVISORS LP	$32.9M	1,448,758	+351,771	add
35	BANK OF NOVA SCOTIA	$31.6M	1,394,787	+1,325,513	add
36	COATUE MANAGEMENT LLC	$31.5M	1,387,089	+1,387,089	new
37	Retirement Systems of Alabama	$29.7M	1,309,016	+398,397	add
38	Candriam S.C.A.	$29.6M	29,795	—	unclassified
39	Swiss National Bank	$29.3M	1,292,200	+71,200	add
40	PRIMECAP MANAGEMENT CO/CA/	$28.0M	1,232,605	+324,000	add
41	RAYMOND JAMES FINANCIAL INC	$25.3M	1,146,163	+67,079	add
42	HSBC HOLDINGS PLC	$24.7M	1,083,635	−972,291	trim
43	HARDING LOEVNER LP	$24.3M	1,069,565	−28,652	trim
44	Nuveen, LLC	$24.0M	1,058,147	−743,264	trim
45	WELLS FARGO & COMPANY/MN	$23.4M	1,032,860	+171,047	add
46	Voleon Capital Management LP	$23.2M	1,023,518	+632,116	add
47	ROYAL BANK OF CANADA	$22.7M	999,194	−880,538	trim
48	Mitsubishi UFJ Asset Management Co., Ltd.	$22.6M	995,585	+29,166	add
49	Vanguard Global Advisers, LLC	$21.9M	965,256	—	no prior
50	TUDOR INVESTMENT CORP ET AL	$19.4M	855,366	−126,861	trim
51	Man Group plc	$18.5M	813,219	+388,419	add
52	VANGUARD ASSET MANAGEMENT, Ltd	$17.4M	766,187	—	no prior
53	ALLIANCEBERNSTEIN L.P.	$17.1M	449,228	+21,862	add
54	DIMENSIONAL FUND ADVISORS LP	$16.1M	710,982	−119,988	trim
55	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$16.0M	705,031	−2,057,897	trim
56	Clear Street Group Inc.	$15.9M	700,284	+316,851	add
57	FORA Capital, LLC	$13.5M	593,456	+346,960	add
58	AQR CAPITAL MANAGEMENT LLC	$13.4M	590,180	+408,953	add
59	ING GROEP NV	$13.1M	575,188	+575,188	new
60	PRINCIPAL FINANCIAL GROUP INC	$12.1M	533,146	+44,096	add
61	IMC-Chicago, LLC	$12.0M	530,661	+127,824	add
62	Distillate Capital Partners LLC	$12.0M	530,600	+530,600	new
63	CIBC Bancorp USA Inc.	$11.2M	491,688	—	no prior
64	LPL Financial LLC	$10.9M	481,693	−309,999	trim
65	SCHRODER INVESTMENT MANAGEMENT GROUP	$10.8M	488,904	+386,899	add
66	PFA Pension, Forsikringsaktieselskab	$10.2M	449,122	+449,122	new
67	JUPITER ASSET MANAGEMENT LTD	$10.2M	448,510	+448,510	new
68	Zurcher Kantonalbank (Zurich Cantonalbank)	$10.0M	440,674	−147,576	trim
69	PEAK6 LLC	$9.8M	432,052	−220,518	trim
70	STATE OF WISCONSIN INVESTMENT BOARD	$9.3M	411,178	+180,381	add
71	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$9.1M	401,934	0	no change
72	ADAGE CAPITAL PARTNERS GP, L.L.C.	$8.9M	392,800	−4,700	trim
73	Trexquant Investment LP	$8.9M	390,689	−166,960	trim
74	Engineers Gate Manager LP	$8.8M	387,681	+123,636	add
75	JANE STREET GROUP, LLC	$8.7M	382,769	−201,971	trim
76	AVIVA PLC	$8.6M	380,824	+1,560	add
77	Janus Henderson Group Ltd.	$8.6M	378,351	+3,585	add
78	Pictet Asset Management Holding SA	$8.4M	371,985	+84,252	add
79	NATIONAL BANK OF CANADA /FI/	$8.3M	364,607	+313	add
80	BANK OF MONTREAL /CAN/	$7.9M	349,539	−145,980	trim
81	Qube Research & Technologies Ltd	$7.9M	346,896	−869,886	trim
82	NATIXIS	$7.7M	337,598	+209,654	add
83	ROYAL LONDON ASSET MANAGEMENT LTD	$7.4M	326,879	+9,588	add
84	JACOBSON & SCHMITT ADVISORS, LLC	$7.4M	324,925	+21,285	add
85	FRONTIER CAPITAL MANAGEMENT CO LLC	$7.3M	321,192	+214,277	add
86	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$6.7M	296,532	+45,543	add
87	CIBC WORLD MARKET INC.	$6.4M	279,934	−43,893	trim
88	Creative Planning	$6.2M	273,100	+150,040	add
89	Brookstone Capital Management	$5.7M	250,512	+56,297	add
90	US BANCORP \DE\	$5.7M	249,444	−279,916	trim
91	Arthedge Capital Management, LLC	$5.5M	243,300	0	no change
92	SEI INVESTMENTS CO	$5.3M	234,540	+36,478	add
93	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$5.3M	232,899	+191,731	add
94	Edgestream Partners, L.P.	$5.3M	231,910	+43,222	add
95	Parallax Volatility Advisers, L.P.	$5.1M	224,006	+224,006	new
96	Vanguard Investments Australia, Ltd.	$5.0M	219,369	—	no prior
97	AustralianSuper Pty Ltd	$5.0M	218,778	+193,991	add
98	Chevy Chase Trust Holdings, LLC	$4.9M	217,847	−6,319	trim
99	TORONTO DOMINION BANK	$4.9M	217,035	−53,956	trim
100	Universal- Beteiligungs- und Servicegesellschaft mbH	$4.7M	201,765	−46,092	trim
101	Counterpoint Mutual Funds LLC	$4.7M	206,722	+193,511	add
102	PRUDENTIAL FINANCIAL INC	$4.7M	206,452	−4,535	trim
103	Korea Investment CORP	$4.7M	205,304	−98,084	trim
104	TD ASSET MANAGEMENT INC	$4.6M	202,729	−234,499	trim
105	CAXTON ASSOCIATES LLP	$4.5M	198,671	+91,560	add
106	Asset Management One Co., Ltd.	$4.3M	190,288	−333	trim
107	STIFEL FINANCIAL CORP	$4.3M	189,182	−101,201	trim
108	Cerity Partners LLC	$4.1M	181,234	+116,503	add
109	Swedbank AB	$3.9M	174,076	−158,156	trim
110	Ensign Peak Advisors, Inc	$3.9M	171,042	−48,819	trim
111	CREDIT AGRICOLE S A	$3.8M	169,025	−10,543	trim
112	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$3.7M	162,234	+93,974	add
113	COMMONWEALTH EQUITY SERVICES, LLC	$3.7M	161,842	−21,296	trim
114	Calamos Advisors LLC	$3.6M	159,652	+159,652	new
115	State of New Jersey Common Pension Fund D	$3.5M	155,249	0	no change
116	Walleye Trading LLC	$3.5M	155,208	−476,587	trim
117	NOMURA HOLDINGS INC	$3.5M	153,544	+34,671	add
118	Optiver Holding B.V.	$3.4M	151,557	−137,762	trim
119	BAILLIE GIFFORD & CO	$3.4M	150,381	−22,155,614	trim
120	Tredje AP-fonden	$3.4M	150,313	+150,313	new
121	Aquatic Capital Management LLC	$3.4M	149,755	−69,776	trim
122	NOMURA ASSET MANAGEMENT CO LTD	$3.4M	148,180	−1,307,230	trim
123	Vontobel Holding Ltd.	$3.3M	143,409	+22,668	add
124	Quadrature Capital Ltd	$3.2M	142,680	+132,838	add
125	Aware Super Pty Ltd as trustee of Aware Super	$3.2M	142,653	—	no prior
126	Gotham Asset Management, LLC	$3.2M	140,118	+126,058	add
127	Texas Yale Capital Corp.	$3.1M	134,593	+1,850	add
128	Lansforsakringar Fondforvaltning AB (publ)	$3.0M	132,360	−4,235	trim
129	Resona Asset Management Co.,Ltd.	$2.9M	130,026	−5,156	trim
130	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$2.9M	128,672	+51,400	add
131	OSSIAM	$2.9M	127,223	−7,750	trim
132	Susquehanna Portfolio Strategies, LLC	$2.8M	124,184	−419,047	trim
133	Czech National Bank	$2.7M	119,919	+3,813	add
134	Arizona State Retirement System	$2.7M	119,645	−2,761	trim
135	XPONANCE LLC	$2.7M	119,606	+8,548	add
136	STATE OF MICHIGAN RETIREMENT SYSTEM	$2.6M	115,000	−300	trim
137	OSAIC HOLDINGS, INC.	$2.6M	113,700	−37,959	trim
138	Corient Private Wealth LLC	$2.6M	116,216	+11,013	add
139	MERCER GLOBAL ADVISORS INC /ADV	$2.5M	110,344	+71,254	add
140	Ruffer LLP	$2.5M	108,421	+108,421	new
141	Leibman Financial Services, Inc.	$2.5M	108,675	+39,152	add
142	Focus Partners Wealth	$2.4M	107,689	+57,822	add
143	Linden Thomas Advisory Services, LLC	$2.4M	105,810	+78,484	add
144	TWO SIGMA SECURITIES, LLC	$2.4M	105,674	+84,342	add
145	CIBC Asset Management Inc	$2.4M	105,325	+1,593	add
146	Vident Advisory, LLC	$2.3M	103,208	+83,027	add
147	Aberdeen Group plc	$2.3M	103,031	−300	trim
148	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$2.3M	102,569	+148	add
149	MACKENZIE FINANCIAL CORP	$2.3M	99,903	+28,466	add
150	Cetera Investment Advisers	$2.2M	97,986	−58,548	trim
151	VOYA INVESTMENT MANAGEMENT LLC	$2.2M	97,652	−715	trim
152	National Pension Service	$2.2M	94,863	+94,863	new
153	MAI Capital Management	$2.2M	94,803	+18,926	add
154	Ironwood Investment Counsel, LLC	$2.1M	92,713	+36,088	add
155	Swiss Life Asset Management Ltd	$2.1M	92,400	+51,058	add
156	COMMERCE BANK	$2.1M	90,421	+70,964	add
157	Marex Group Ltd	$2.0M	89,439	+23,420	add
158	IFM Investors Pty Ltd	$2.0M	89,180	+2,600	add
159	Mirae Asset Global Investments Co., Ltd.	$2.0M	88,834	+13,967	add
160	SEB Asset Management AB	$2.0M	88,437	—	no prior
161	Tyro Capital Management LLC	$2.0M	87,787	+87,787	new
162	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$2.0M	87,323	+87,323	new
163	Y-Intercept (Hong Kong) Ltd	$2.0M	87,204	−385,576	trim
164	OMERS ADMINISTRATION Corp	$2.0M	86,959	+16,377	add
165	USS Investment Management Ltd	$2.0M	86,800	+4,527	add
166	Woodline Partners LP	$2.0M	86,244	+78,092	add
167	FIFTH THIRD BANCORP	$1.9M	85,012	+70,890	add
168	Mariner, LLC	$1.9M	84,187	−70,657	trim
169	RFG Advisory, LLC	$1.9M	83,952	+30,824	add
170	Daiwa Securities Group Inc.	$1.9M	82,032	+3,058	add
171	Jefferies Financial Group Inc.	$1.8M	80,496	−13,807	trim
172	AWM CAPITAL, LLC	$1.8M	80,149	−500	trim
173	ENVESTNET ASSET MANAGEMENT INC	$1.8M	79,957	−331,223	trim
174	Baird Financial Group, Inc.	$1.8M	79,708	+79,708	new
175	CWM, LLC	$1.8M	79,074	−2,258	trim
176	PUBLIC SECTOR PENSION INVESTMENT BOARD	$1.8M	78,852	+14,309	add
177	Robeco Institutional Asset Management B.V.	$1.7M	74,469	+55,361	add
178	Fulcrum Capital LLC	$1.6M	72,659	+4,068	add
179	Utah Retirement Systems	$1.6M	72,439	−1,149	trim
180	Synergy Financial Group, LTD	$1.6M	72,032	−2,524	trim
181	UniSuper Management Pty Ltd	$1.6M	69,807	+9,450	add
182	LaFleur & Godfrey LLC	$1.5M	68,194	+13,967	add
183	PANAGORA ASSET MANAGEMENT INC	$1.5M	68,048	−531	trim
184	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$1.5M	67,957	+5,567	add
185	Strategic Advisors LLC	$1.5M	67,867	−30,384	trim
186	ProShare Advisors LLC	$1.5M	67,794	−19,285	trim
187	Torrey Growth & Income Advisors	$1.5M	67,452	+36,123	add
188	CAPITAL ADVISORS INC/OK	$1.5M	67,200	+60,309	add
189	HighTower Advisors, LLC	$1.5M	67,038	−13,332	trim
190	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$1.5M	68,074	−6,082	trim
191	NEOS Investment Management LLC	$1.5M	65,818	+13,041	add
192	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$1.5M	64,942	−315,052	trim
193	QRG CAPITAL MANAGEMENT, INC.	$1.5M	64,811	+16,081	add
194	Atom Investors LP	$1.5M	64,479	+64,479	new
195	Generali Asset Management SPA SGR	$1.4M	63,766	+28,129	add
196	Beacon Pointe Advisors, LLC	$1.4M	63,601	+34,648	add
197	Rakuten Investment Management, Inc.	$1.4M	65,348	+7,198	add
198	AMERICAN CENTURY COMPANIES INC	$1.4M	62,795	−695,063	trim
199	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$1.4M	60,696	−18,439	trim
200	Ashton Thomas Private Wealth, LLC	$1.4M	60,474	−8,133	trim
201	Topline Capital Management, LLC	$1.4M	59,572	+59,572	new
202	Summit Trail Advisors, LLC	$1.3M	58,887	+43,416	add
203	Headlands Technologies LLC	$1.3M	58,324	−8,765	trim
204	KIECKHEFER GROUP LLC	$1.3M	58,250	+58,250	new
205	GROUP ONE TRADING LLC	$1.3M	58,112	+39,408	add
206	Apollon Wealth Management, LLC	$1.3M	58,048	+15,589	add
207	Centiva Capital, LP	$1.3M	57,964	+57,964	new
208	Sumitomo Mitsui DS Asset Management Company, Ltd	$1.3M	56,992	0	no change
209	NISSAY ASSET MANAGEMENT CORP /JAPAN	$1.3M	56,987	+239	add
210	Vanguard Personalized Indexing Management, LLC	$1.3M	56,777	+13,980	add
211	Grantham, Mayo, Van Otterloo & Co. LLC	$1.2M	53,617	+53,617	new
212	Bridgefront Capital, LLC	$1.2M	53,561	−3,169	trim
213	MML INVESTORS SERVICES, LLC	$1.2M	53,284	−52,339	trim
214	Warm Springs Advisors Inc.	$1.2M	52,800	0	no change
215	Moors & Cabot, Inc.	$1.2M	51,717	+3,588	add
216	MONEY CONCEPTS CAPITAL CORP	$1.2M	51,069	+5,281	add
217	NEEDHAM INVESTMENT MANAGEMENT LLC	$1.2M	51,000	0	no change
218	ABLES, IANNONE, MOORE & ASSOCIATES, INC.	$1.2M	50,752	−22,444	trim
219	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$1.1M	50,434	+50,434	new
220	Pathstone Holdings, LLC	$1.1M	50,423	+29,888	add
221	MISSION WEALTH MANAGEMENT, LP	$1.1M	49,947	−307,461	trim
222	Tidal Investments LLC	$1.1M	49,233	+13,862	add
223	Savant Capital, LLC	$1.1M	47,103	+5,080	add
224	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$1.1M	46,825	−446	trim
225	Walleye Capital LLC	$1.0M	45,887	−113,006	trim
226	XTX Topco Ltd	$1.0M	45,063	−18,823	trim
227	TD Waterhouse Canada Inc.	$1.0M	45,881	+41,203	add
228	OP Asset Management Ltd	$991K	43,680	—	no prior
229	NORDEA INVESTMENT MANAGEMENT AB	$968K	43,152	−49,334	trim
230	WINTON GROUP Ltd	$967K	42,618	+42,618	new
231	HUSSMAN STRATEGIC ADVISORS, INC.	$953K	42,000	+42,000	new
232	Integrated Financial Solutions, Inc.	$936K	41,255	+4,110	add
233	Point Windward Advisors Inc.	$925K	40,750	+17,000	add
234	Bleakley Financial Group, LLC	$917K	40,402	+22,847	add
235	Sphera Management Technology Funds Ltd	$908K	40,000	+40,000	new
236	DoubleLine ETF Adviser LP	$891K	39,286	−24,050	trim
237	Krane Funds Advisors LLC	$891K	40,100	+7,400	add
238	AXQ CAPITAL, LP	$874K	38,532	+31,178	add
239	Rockefeller Capital Management L.P.	$869K	38,277	+3,301	add
240	WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD	$864K	38,064	+38,064	new
241	VestGen Advisors, LLC	$860K	40,688	−1,768	trim
242	Rafferty Asset Management, LLC	$859K	37,847	−8,668	trim
243	Wealthfront Advisers LLC	$858K	37,805	+10,332	add
244	NewEdge Advisors, LLC	$856K	37,737	+10,916	add
245	Mesirow Financial Investment Management, Inc.	$848K	37,352	+37,352	new
246	D.A. DAVIDSON & CO.	$841K	37,064	+12,062	add
247	Eurizon Capital SGR S.p.A.	$838K	36,940	−3,350	trim
248	Caprock Group, LLC	$825K	36,359	+21,043	add
249	Evergreen Wealth Management, LLC	$816K	35,975	+19,195	add
250	Empirical Asset Management, LLC	$773K	34,079	+34,079	new
251	CAPSTONE INVESTMENT ADVISORS, LLC	$736K	32,454	+32,454	new
252	Inspire Advisors, LLC	$729K	32,142	+7,572	add
253	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$727K	32,059	−897,620	trim
254	Kestra Advisory Services, LLC	$724K	31,893	−332	trim
255	Maven Securities LTD	$716K	31,523	−41,526	trim
256	Investment Management Corp of Ontario	$715K	31,499	−10,338	trim
257	MIRABELLA FINANCIAL SERVICES LLP	$700K	30,845	+18,678	add
258	INTECH INVESTMENT MANAGEMENT LLC	$696K	30,671	+2,213	add
259	Inspire Investing, LLC	$692K	30,485	+25,512	add
260	TRUIST FINANCIAL CORP	$691K	30,458	−52,802	trim
261	Federation des caisses Desjardins du Quebec	$689K	30,361	+3,632	add
262	FRANKLIN RESOURCES INC	$688K	30,325	−305,081	trim
263	WCG Wealth Advisors LLC	$676K	29,790	−455	trim
264	Rare Wolf Capital LLC	$674K	29,710	+23,719	add
265	Malaga Cove Capital, LLC	$669K	29,499	−7,322	trim
266	AZZAD ASSET MANAGEMENT INC /ADV	$665K	29,323	+292	add
267	Equitable Holdings, Inc.	$638K	17,717	−1,177	trim
268	OXFORD ASSET MANAGEMENT LLP	$638K	28,113	+15,782	add
269	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$628K	27,665	−889,135	trim
270	Allianz Asset Management GmbH	$619K	27,299	+6,294	add
271	CenterStar Asset Management, LLC	$614K	27,050	−2,788	trim
272	MIZUHO SECURITIES USA LLC	$604K	26,619	−5,442	trim
273	PROFUND ADVISORS LLC	$603K	26,595	+2,721	add
274	Clear Harbor Asset Management, LLC	$601K	26,500	+26,500	new
275	Norinchukin Bank, The	$601K	26,476	−12	trim
276	&PARTNERS	$598K	26,368	−1,733	trim
277	M&T BANK CORP	$592K	26,087	+8,189	add
278	Congress Park Capital LLC	$562K	24,760	−54,676	trim
279	STOREBRAND ASSET MANAGEMENT AS	$554K	24,397	—	no prior
280	Sequoia Financial Advisors, LLC	$545K	24,039	+12,392	add
281	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$542K	23,874	+23,874	new
282	71 West Capital Partners	$539K	23,760	−116,824	trim
283	Wealthcare Advisory Partners LLC	$537K	23,663	−6,199	trim
284	KEYBANK NATIONAL ASSOCIATION/OH	$529K	23,308	−11,540	trim
285	ASSETMARK, INC	$527K	23,239	+2,263	add
286	Allspring Global Investments Holdings, LLC	$512K	23,296	−137,329	trim
287	Checchi Capital Advisers, LLC	$506K	22,320	+2,328	add
288	Maryland State Retirement & Pension System	$492K	21,689	0	no change
289	Bayesian Capital Management, LP	$490K	21,600	−1,400	trim
290	Odyssean, LLC	$489K	21,551	+1,711	add
291	Everhart Financial Group, Inc.	$474K	20,879	+61	add
292	Prospera Financial Services Inc	$464K	20,453	+2,805	add
293	Avanza Fonder AB	$464K	20,448	+294	add
294	Northwest & Ethical Investments L.P.	$462K	20,375	0	no change
295	KING LUTHER CAPITAL MANAGEMENT CORP	$456K	20,080	−20,000	trim
296	BLAIR WILLIAM & CO/IL	$454K	20,020	−6,680	trim
297	TOKIO MARINE ASSET MANAGEMENT CO LTD	$454K	20,012	+413	add
298	Zuckerman Investment Group, LLC	$454K	20,008	0	no change
299	SHELTON CAPITAL MANAGEMENT	$454K	20,000	0	no change
300	LITTLEJOHN FINANCIAL SERVICES, INC.	$447K	19,694	+19,694	new
301	Diametric Capital, LP	$444K	19,561	+19,561	new
302	FLAGSHIP HARBOR ADVISORS, LLC	$440K	19,389	+19,389	new
303	BENJAMIN EDWARDS INC	$439K	19,337	−52,350	trim
304	Kingsview Wealth Management, LLC	$437K	19,246	+263	add
305	Cherry Creek Investment Advisors, Inc.	$433K	19,078	−17,047	trim
306	Orion Capital Management LLC	$430K	18,965	−1,200	trim
307	Elo Mutual Pension Insurance Co	$426K	18,764	−11,956	trim
308	Freestone Capital Holdings, LLC	$423K	18,634	+18,634	new
309	Jacksonville Wealth Management, LLC	$417K	18,398	+946	add
310	MUFG Securities EMEA plc	$410K	18,051	0	no change
311	Empowered Funds, LLC	$408K	17,970	−10,520	trim
312	MACQUARIE GROUP LTD	$407K	17,920	−26,991	trim
313	Worthington Financial Partners, LLC	$406K	17,886	+17,886	new
314	GUGGENHEIM CAPITAL LLC	$405K	17,848	−1,167	trim
315	Steward Partners Investment Advisory, LLC	$405K	17,841	+2,637	add
316	Sanctuary Advisors, LLC	$405K	17,837	−4,055	trim
317	ASR Vermogensbeheer N.V.	$401K	17,659	+414	add
318	Weiss Asset Management LP	$398K	17,520	−592,749	trim
319	Tower Research Capital LLC (TRC)	$397K	17,506	−33,873	trim
320	Inscription Capital, LLC	$394K	17,347	+17,347	new
321	All Terrain Financial Advisors, LLC	$379K	16,700	+1,000	add
322	ABN AMRO INVESTMENT SOLUTIONS	$377K	16,633	−5,207	trim
323	Talon Private Wealth, LLC	$377K	16,613	—	no prior
324	World Investment Advisors	$376K	16,554	+3,462	add
325	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$373K	16,445	+16,445	new
326	TFC Financial Management, Inc.	$372K	16,374	+1,359	add
327	Qsemble Capital Management, LP	$363K	15,995	+15,995	new
328	EP Wealth Advisors, LLC	$361K	15,931	−1,044	trim
329	Dynasty Wealth Management, LLC	$356K	15,669	+15,669	new
330	Merit Financial Group, LLC	$348K	15,315	−12,809	trim
331	CHOREO, LLC	$347K	14,188	+6,203	add
332	STANSBERRY ASSET MANAGEMENT, LLC	$341K	15,050	−576	trim
333	BROWN ADVISORY INC	$337K	14,861	−1,504,932	trim
334	LMR Partners LLP	$325K	14,333	−11,260	trim
335	Metis Global Partners, LLC	$323K	14,224	−1,653	trim
336	Concurrent Investment Advisors, LLC	$320K	14,103	+3,704	add
337	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$320K	14,088	+19	add
338	COLDSTREAM CAPITAL MANAGEMENT INC	$313K	13,799	+4,999	add
339	Chicago Partners Investment Group LLC	$299K	12,707	+1,498	add
340	North Dakota State Investment Board	$296K	13,046	−2,258	trim
341	Lifestyle Asset Management, Inc.	$289K	12,729	+4,986	add
342	Independent Advisor Alliance	$280K	12,331	−17,402	trim
343	Baker Avenue Asset Management, LP	$279K	12,316	+12,316	new
344	GTS SECURITIES LLC	$278K	12,262	−1,349	trim
345	Annis Gardner Whiting Capital Advisors, LLC	$278K	12,243	−362	trim
346	Centurion Wealth Management LLC	$274K	12,096	+4,299	add
347	Ausdal Financial Partners, Inc.	$274K	12,092	−1,772	trim
348	SECURIAN ASSET MANAGEMENT, INC	$269K	11,873	−100	trim
349	HB Wealth Management, LLC	$262K	11,528	+2,821	add
350	Verition Fund Management LLC	$258K	11,352	+3,699	add
351	Crossmark Global Holdings, Inc.	$257K	11,325	—	no prior
352	SIGNATUREFD, LLC	$256K	11,302	+1,464	add
353	Allworth Financial LP	$255K	11,237	−3,651	trim
354	Blackstone Inc.	$255K	11,227	+11,227	new
355	Cresset Asset Management, LLC	$251K	11,044	+248	add
356	Machina Capital S.A.S.	$250K	11,008	−5,052	trim
357	TOWNSQUARE CAPITAL LLC	$249K	10,956	−21,254	trim
358	CENTRAL TRUST Co	$244K	10,745	−762	trim
359	Goldstone Financial Group, LLC	$242K	10,670	+1,078	add
360	Aaron Wealth Advisors LLC	$238K	10,502	−717	trim
361	Interchange Capital Partners, LLC	$238K	5,463	+5,463	new
362	Calamos Wealth Management LLC	$222K	9,778	+121	add
363	Cypress Point Wealth Management, LLC	$220K	9,714	+714	add
364	WEALTH ALLIANCE, LLC	$220K	9,690	+2,277	add
365	HUB Investment Partners, LLC	$219K	9,662	+9,662	new
366	Spartan Wealth Advisory Services LLC	$219K	9,632	—	no prior
367	FOX RUN MANAGEMENT, L.L.C.	$217K	9,858	−9,169	trim
368	OPPENHEIMER & CO INC	$217K	9,547	−540	trim
369	Snowden Capital Advisors LLC	$214K	9,414	−131	trim
370	Redwood Financial Network Corp	$210K	9,237	−671	trim
371	Pine Valley Investments Ltd Liability Co	$207K	9,140	+10	add
372	Summit Financial, LLC	$205K	9,054	+880	add
373	Qtron Investments LLC	$204K	9,012	0	no change
374	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$183K	8,330	−1,534	trim
375	TEMA ETFS LLC	$173K	7,635	+35	add
376	Siemens Fonds Invest GmbH	$144K	6,325	−3,548	trim
377	EVOKE WEALTH, LLC	$142K	6,274	−13,795	trim
378	Havemeyer Place LP	$135K	5,958	−50,512	trim
379	BEACON INVESTMENT ADVISORY SERVICES, INC.	$133K	5,875	−117,008	trim
380	Spire Wealth Management	$129K	5,674	−770	trim
381	Rakuten Securities, Inc.	$111K	4,894	−4,547	trim
382	Wilmington Savings Fund Society, FSB	$106K	4,663	−920	trim
383	EXCHANGE TRADED CONCEPTS, LLC	$100K	4,409	−1,149	trim
384	Hunting Hill Global Capital, LLC	$93.6K	4,127	−554	trim
385	Smartleaf Asset Management LLC	$92.8K	4,214	+324	add
386	Compagnie Lombard Odier SCmA	$88.0K	3,880	0	no change
387	Geneos Wealth Management Inc.	$86.7K	3,820	−738	trim
388	Cassaday & Co Wealth Management LLC	$85.8K	3,780	+3,780	new
389	HHM Wealth Advisors, LLC	$83.5K	3,680	−2,750	trim
390	MATHER GROUP, LLC.	$80.8K	3,562	+3,562	new
391	FIL Ltd	$69.4K	3,057	+3,057	new
392	Cache Advisors, LLC	$62.8K	2,767	+2,767	new
393	MCF Advisors LLC	$60.9K	2,685	—	no prior
394	Larson Financial Group LLC	$59.4K	2,620	+613	add
395	EFG International AG	$59.0K	2,600	+135	add
396	QUADRANT CAPITAL GROUP LLC	$57.8K	2,546	−1,283	trim
397	WESTPAC BANKING CORP	$57.4K	2,529	0	no change
398	Abound Wealth Management	$55.9K	2,463	−947	trim
399	Vanguard National Trust Co	$54.7K	2,410	—	no prior
400	ACADIAN ASSET MANAGEMENT LLC	$50.7K	2,235,765	+1,974,031	add
401	SHP Wealth Management	$50.2K	2,212	−826	trim
402	Clearstead Advisors, LLC	$43.1K	1,898	−7,805	trim
403	CNB Bank	$40.8K	1,796	0	no change
404	Blue Trust, Inc.	$34.9K	1,540	+178	add
405	Avalon Trust Co	$29.4K	1,297	−1,203	trim
406	Atlantic Union Bankshares Corp	$28.4K	1,250	−2,184	trim
407	S-Bank Fund Management Ltd	$28.2K	1,241	−46	trim
408	Elequin Capital, LP	$26.6K	1,173	+1,173	new
409	Arax Advisory Partners	$26.0K	1,148	−901	trim
410	Parkside Financial Bank & Trust	$25.1K	1,104	+836	add
411	UMB Bank, n.a.	$24.2K	1,065	−1,230	trim
412	EASTERN BANK	$22.7K	1,000	−1,000	trim
413	Founders Capital Management	$22.7K	1,000	+1,000	new
414	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	$22.4K	989	−1,091,323	trim
415	Oakum Bay Capital LLC	$20.4K	900	−400	trim
416	SALEM INVESTMENT COUNSELORS INC	$19.1K	840	+840	new
417	Destiny Wealth Partners, LLC	$19.0K	838	+838	new
418	Triumph Capital Management	$18.7K	822	−11,941	trim
419	True Wealth Design, LLC	$18.5K	815	+719	add
420	CVA Family Office, LLC	$17.5K	773	−125	trim
421	Manchester Capital Management LLC	$16.6K	730	+279	add
422	Johnson Financial Group, Inc.	$16.1K	709	0	no change
423	ELEVATION WEALTH PARTNERS, LLC	$15.9K	699	−21	trim
424	Truvestments Capital LLC	$14.8K	653	−16	trim
425	HM PAYSON & CO	$13.2K	580	−8,400	trim
426	Kingdom Financial Group LLC.	$12.7K	560	+450	add
427	Bayforest Capital Ltd	$11.5K	507	−410	trim
428	CONSULTIVA WEALTH MANAGEMENT, CORP.	$11.3K	500	0	no change
429	N.E.W. Advisory Services LLC	$10.0K	440	0	no change
430	TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA	$9.8K	430	0	no change
431	Y.D. More Investments Ltd	$9.1K	400	0	no change
432	Caitong International Asset Management Co., Ltd	$7.7K	340	+340	new
433	Pinnacle Wealth Planning Services, Inc.	$7.6K	334	−61	trim
434	MEEDER ASSET MANAGEMENT INC	$7.2K	316	+123	add
435	1 NORTH WEALTH SERVICES LLC	$7.0K	310	0	no change
436	DekaBank Deutsche Girozentrale	$7.0K	303,999	0	no change
437	Owl Creek Wealth Partners LLC	$7.0K	309	—	no prior
438	Costello Asset Management, INC	$6.8K	300	0	no change
439	Rachor Investment Advisory Services, LLC	$6.8K	300	0	no change
440	WealthCollab, LLC	$6.8K	300	0	no change
441	ALLIANZ SE	$6.6K	290	+290	new
442	CANADA LIFE ASSURANCE Co	$6.4K	280,723	−677	trim
443	JFS WEALTH ADVISORS, LLC	$5.7K	252	−8	trim
444	Vermillion Wealth Management, Inc.	$5.7K	252	−998	trim
445	FARMERS & MERCHANTS INVESTMENTS INC	$5.7K	250	0	no change
446	Kilter Group LLC	$5.6K	247	+14	add
447	TopTier Wealth Management, LLC	$5.4K	240	+240	new
448	Hamrick Investment Counsel, llc	$5.3K	232	—	no prior
449	Bravera Wealth	$4.7K	208	—	no prior
450	HRT FINANCIAL LP	$4.6K	204,032	−1,786,026	trim
451	Axiom Investment Management LLC	$4.6K	203	—	no prior
452	Banque Transatlantique SA	$4.3K	190	+140	add
453	Treasurer of the State of North Carolina	$4.3K	187,657	+682	add
454	FINANCIAL CONSULATE, INC	$4.1K	180	0	no change
455	Quarry LP	$4.1K	180	−793	trim
456	KBC Group NV	$4.1K	179,566	−429,719	trim
457	Darwin Wealth Management, LLC	$4.0K	175	0	no change
458	Redwood Park Advisors LLC	$3.9K	170	+170	new
459	Bell Investment Advisors, Inc	$3.8K	167	+78	add
460	Clayton Financial Group LLC	$3.7K	163	+52	add
461	Ritter Daniher Financial Advisory LLC / DE	$3.4K	151	0	no change
462	NFSG Corp	$3.4K	150	0	no change
463	GHP Investment Advisors, Inc.	$3.3K	146	−162	trim
464	Evelyn Partners Asset Management Ltd	$3.2K	142	0	no change
465	Wealth Enhancement Trust Services, Inc.	$3.2K	141	+141	new
466	Physician Wealth Advisors, Inc.	$3.1K	138	+113	add
467	MV CAPITAL MANAGEMENT, INC.	$3.1K	136	+34	add
468	Dogwood Wealth Management LLC	$3.0K	132	0	no change
469	Hilltop National Bank	$2.9K	129	+129	new
470	JPL Wealth Management, LLC	$2.9K	128	+128	new
471	Transamerica Financial Advisors, LLC	$2.6K	114	−3	trim
472	Crewe Advisors LLC	$2.6K	113	+18	add
473	Financial Perspectives, Inc	$2.5K	110	0	no change
474	BROWN, LISLE/CUMMINGS, INC.	$2.3K	100	0	no change
475	Altshuler Shaham Ltd	$2.3K	100	−500	trim
476	Smallwood Wealth Investment Management, LLC	$2.3K	100	0	no change
477	Asset Dedication, LLC	$2.1K	93	−1,175	trim
478	Legacy Wealth Managment, LLC/ID	$2.1K	92	−46	trim
479	Cromwell Holdings LLC	$2.0K	87	−1,458	trim
480	Frazier Financial Advisors, LLC	$1.9K	84	+49	add
481	CALDWELL SUTTER CAPITAL, INC.	$1.8K	80	0	no change
482	VISION FINANCIAL MARKETS LLC	$1.7K	75	0	no change
483	Investors Research Corp	$1.7K	75	0	no change
484	SWAN Capital LLC	$1.7K	75	0	no change
485	HighMark Wealth Management LLC	$1.7K	75	0	no change
486	SUMMIT SECURITIES GROUP LLC	$1.6K	72	−582	trim
487	Grove Bank & Trust	$1.6K	72	−70	trim
488	Prestige Wealth Management Group LLC	$1.5K	67	+67	new
489	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$1.5K	67	+66	add
490	Marquette Asset Management, LLC	$1.5K	66	+66	new
491	Blume Capital Management, Inc.	$1.4K	63	−62	trim
492	WEBSTER BANK, N. A.	$1.4K	62	0	no change
493	West Branch Capital LLC	$1.4K	60	0	no change
494	DecisionPoint Financial, LLC	$1.4K	60	0	no change
495	THRIVENT FINANCIAL FOR LUTHERANS	$1.3K	56,776	+28,761	add
496	PayPay Securities Corp	$1.3K	56	+13	add
497	Sachetta, LLC	$1.2K	53	−2	trim
498	Kimelman & Baird, LLC	$1.1K	50	0	no change
499	SouthState Bank Corp	$1.0K	46	+24	add
500	Signature Equity Partners, LLC	$1.0K	46	+46	new

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

Congress ↔ notable managers · TTD

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

Congress · last 90 days

Buyers: 1 Gilbert Ray Cisneros, Jr. D–CA-31 $2K–$30K
Sellers: 1 Gilbert Ray Cisneros, Jr. D–CA-31 $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Adding: 3 Coatue Management, Caxton Associates, Gotham Asset Management $39.2M held
Trimming: 2 Tudor Investment Corp, Bridgewater Associates $19.4M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · THE TRADE DESK INC

Merged timeline of congressional filings and notable-manager moves on TTD
Date	Who	Change	Size
2026-09-10	Gilbert Ray Cisneros, Jr. Congress	Purchase	$1K–$15K
2026-09-04	Gilbert Ray Cisneros, Jr. Congress	Purchase	$1K–$15K
2026-07-02	Gilbert Ray Cisneros, Jr. Congress	Sale	$1K–$15K
2026-05-15	Coatue Management 13F	new	+1,387,089 sh
2026-05-15	Gotham Asset Management 13F	add	+126,058 sh
2026-05-15	Tudor Investment Corp 13F	trim	−126,861 sh
2026-05-15	Bridgewater Associates 13F	exit	−157,968 sh
2026-05-14	Caxton Associates 13F	add	+91,560 sh

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

10 members of Congress disclosed TTD — the congressional view ↗