Who holds WMTticker 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 ↗
3,642
holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed
$327B
combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled
1,611
addsholders whose share count rose or who opened the position (new + add), by shares
255
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. | $43.9B | 353,085,648 | +3,522,426 | add |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $35.4B | 284,852,775 | — | no prior |
| 3 | STATE STREET CORP | $23.2B | 185,928,865 | +1,225,015 | add |
| 4 | JPMORGAN CHASE & CO | $15.1B | 122,469,785 | +7,036,146 | add |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $13.1B | 105,856,140 | +2,845,431 | add |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $11.6B | 93,696,778 | — | no prior |
| 7 | MORGAN STANLEY | $10.7B | 85,906,471 | +1,633,455 | add |
| 8 | BANK OF AMERICA CORP /DE/ | $8.2B | 65,844,247 | −3,355,984 | trim |
| 9 | Invesco Ltd. | $5.4B | 43,531,267 | +18,513,300 | add |
| 10 | NORTHERN TRUST CORP | $5.2B | 41,765,304 | +39,072 | add |
| 11 | Fisher Asset Management, LLC | $5.1B | 40,977,756 | +350,904 | add |
| 12 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $4.8B | 38,994,947 | 0 | no change |
| 13 | GOLDMAN SACHS GROUP INC | $4.7B | 38,069,182 | +4,445,645 | add |
| 14 | FMR LLC | $3.9B | 31,777,449 | −7,789,806 | trim |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.8B | 30,358,320 | −911,308 | trim |
| 16 | WELLS FARGO & COMPANY/MN | $3.6B | 29,282,350 | +920,148 | add |
| 17 | Bank of New York Mellon Corp | $3.5B | 28,142,040 | +1,681,353 | add |
| 18 | ROYAL BANK OF CANADA | $3.5B | 27,792,734 | +1,927,881 | add |
| 19 | FRANKLIN RESOURCES INC | $3.4B | 27,551,549 | −9,269,001 | trim |
| 20 | AMERIPRISE FINANCIAL INC | $3.4B | 27,217,128 | −3,167,627 | trim |
| 21 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.4B | 27,078,705 | +784,540 | add |
| 22 | Legal & General Group Plc | $3.3B | 26,927,577 | −250,484 | trim |
| 23 | VANGUARD FIDUCIARY TRUST CO | $3.1B | 24,732,164 | — | no prior |
| 24 | RAYMOND JAMES FINANCIAL INC | $3.0B | 24,130,868 | −581,907 | trim |
| 25 | Nuveen, LLC | $3.0B | 23,989,217 | −1,661,282 | trim |
| 26 | UBS Group AG | $2.5B | 20,057,124 | −3,661,052 | trim |
| 27 | JENNISON ASSOCIATES LLC | $2.5B | 19,951,179 | −102,676 | trim |
| 28 | BARCLAYS PLC | $2.1B | 16,599,102 | +9,534,948 | add |
| 29 | DIMENSIONAL FUND ADVISORS LP | $2.0B | 16,122,394 | +520,035 | add |
| 30 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $1.9B | 15,505,517 | −1,446,598 | trim |
| 31 | Amundi | $1.8B | 14,403,631 | −1,537,222 | trim |
| 32 | Swiss National Bank | $1.6B | 12,864,800 | +848,400 | add |
| 33 | BANK OF MONTREAL /CAN/ | $1.5B | 12,370,331 | +201,822 | add |
| 34 | DEUTSCHE BANK AG\ | $1.5B | 12,082,073 | −1,210,529 | trim |
| 35 | Sumitomo Mitsui Trust Group, Inc. | $1.4B | 11,026,684 | +330,076 | add |
| 36 | Mitsubishi UFJ Asset Management Co., Ltd. | $1.3B | 10,525,198 | +1,122,472 | add |
| 37 | National Pension Service | $1.2B | 9,969,043 | +9,969,043 | new |
| 38 | Vanguard Global Advisers, LLC | $1.2B | 9,568,676 | — | no prior |
| 39 | AQR CAPITAL MANAGEMENT LLC | $1.2B | 9,542,894 | −2,830,439 | trim |
| 40 | ALLIANCEBERNSTEIN L.P. | $1.2B | 10,512,677 | −2,069,215 | trim |
| 41 | WELLINGTON MANAGEMENT GROUP LLP | $1.1B | 9,184,599 | −770,674 | trim |
| 42 | LPL Financial LLC | $1.1B | 8,904,910 | +53,611 | add |
| 43 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | $1.1B | 8,775,480 | +169,774 | add |
| 44 | HSBC HOLDINGS PLC | $1.1B | 8,457,802 | −13,137,702 | trim |
| 45 | GATES FOUNDATION TRUST | $1.0B | 8,390,477 | 0 | no change |
| 46 | ProShare Advisors LLC | $1.0B | 8,341,425 | +5,940,505 | add |
| 47 | CANADA PENSION PLAN INVESTMENT BOARD | $983M | 7,910,057 | +1,252,673 | add |
| 48 | RHUMBLINE ADVISERS | $923M | 7,426,952 | −99,187 | trim |
| 49 | Capital World Investors | $873M | 7,028,401 | +2,808,966 | add |
| 50 | VANGUARD ASSET MANAGEMENT, Ltd | $834M | 6,711,112 | — | no prior |
| 51 | CITIGROUP INC | $790M | 6,359,479 | +1,407,128 | add |
| 52 | NATIONAL BANK OF CANADA /FI/ | $790M | 6,358,346 | +1,896,703 | add |
| 53 | PRINCIPAL FINANCIAL GROUP INC | $737M | 5,928,783 | −248,091 | trim |
| 54 | US BANCORP \DE\ | $681M | 5,481,909 | −119,742 | trim |
| 55 | ENVESTNET ASSET MANAGEMENT INC | $667M | 5,367,787 | +32,345 | add |
| 56 | Capital Wealth Planning, LLC | $641M | 5,154,836 | +1,162,001 | add |
| 57 | VOYA INVESTMENT MANAGEMENT LLC | $617M | 4,969,085 | −415,514 | trim |
| 58 | Mariner, LLC | $610M | 4,909,217 | +224,202 | add |
| 59 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $587M | 4,722,474 | +4,036,614 | add |
| 60 | Bank Julius Baer & Co. Ltd, Zurich | $585M | 4,713,255 | +1,541,413 | add |
| 61 | Neuberger Berman Group LLC | $575M | 4,629,617 | −589,392 | trim |
| 62 | Capital International Investors | $563M | 4,526,714 | −794,604 | trim |
| 63 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $559M | 4,499,366 | −615,704 | trim |
| 64 | AVIVA PLC | $544M | 4,377,853 | −18,311 | trim |
| 65 | BANK OF NOVA SCOTIA | $529M | 4,258,338 | +3,370,380 | add |
| 66 | VICTORY CAPITAL MANAGEMENT INC | $513M | 4,124,223 | +2,135,215 | add |
| 67 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $511M | 4,113,335 | −516,063 | trim |
| 68 | Aberdeen Group plc | $475M | 3,824,175 | +125,799 | add |
| 69 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $475M | 3,821,290 | −58,181 | trim |
| 70 | TRUIST FINANCIAL CORP | $470M | 3,785,445 | −63,412 | trim |
| 71 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $466M | 3,749,201 | +3,003,106 | add |
| 72 | FIFTH THIRD BANCORP | $463M | 3,721,898 | +1,324,007 | add |
| 73 | Universal- Beteiligungs- und Servicegesellschaft mbH | $458M | 3,698,323 | +855,251 | add |
| 74 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $455M | 3,662,026 | −211,300 | trim |
| 75 | Korea Investment CORP | $436M | 3,507,026 | −226,427 | trim |
| 76 | AMERICAN CENTURY COMPANIES INC | $431M | 3,468,512 | −184,553 | trim |
| 77 | STIFEL FINANCIAL CORP | $421M | 3,389,564 | −6,340,420 | trim |
| 78 | MACKENZIE FINANCIAL CORP | $421M | 3,387,290 | −262,380 | trim |
| 79 | Focus Partners Wealth | $421M | 3,385,185 | −135,670 | trim |
| 80 | Zurcher Kantonalbank (Zurich Cantonalbank) | $417M | 3,352,381 | +17,935 | add |
| 81 | NEOS Investment Management LLC | $411M | 3,308,411 | +2,712,341 | add |
| 82 | AGF MANAGEMENT LTD | $411M | 3,303,460 | +35,580 | add |
| 83 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | $405M | 3,258,645 | +320,333 | add |
| 84 | Cerity Partners LLC | $390M | 3,135,477 | −36,398 | trim |
| 85 | Ensign Peak Advisors, Inc | $382M | 3,074,864 | −244,007 | trim |
| 86 | Robeco Institutional Asset Management B.V. | $372M | 2,996,022 | +8,466 | add |
| 87 | DANSKE BANK A/S | $372M | 2,993,729 | +20,991 | add |
| 88 | BNP Paribas Asset Management Holding S.A. | $371M | 2,981,696 | −123,097 | trim |
| 89 | HighTower Advisors, LLC | $366M | 2,947,023 | +17,951 | add |
| 90 | PRUDENTIAL FINANCIAL INC | $365M | 2,938,966 | −33,385 | trim |
| 91 | Quantinno Capital Management LP | $358M | 2,883,741 | +530,750 | add |
| 92 | NewEdge Advisors, LLC | $358M | 2,879,062 | +2,879,062 | new |
| 93 | Clearbridge Investments, LLC | $351M | 2,827,506 | −618,015 | trim |
| 94 | Cetera Investment Advisers | $350M | 2,815,570 | +27,853 | add |
| 95 | FIRST TRUST ADVISORS LP | $348M | 2,797,281 | −114,469 | trim |
| 96 | Mirae Asset Global Investments Co., Ltd. | $338M | 2,716,655 | +1,765,509 | add |
| 97 | NORDEA INVESTMENT MANAGEMENT AB | $336M | 2,729,421 | +134,158 | add |
| 98 | Swedbank AB | $334M | 2,688,892 | −67,151 | trim |
| 99 | Empower Advisory Group, LLC | $331M | 2,667,112 | +21,105 | add |
| 100 | TD ASSET MANAGEMENT INC | $320M | 2,573,695 | +58,296 | add |
| 101 | Creative Planning | $317M | 2,551,572 | +134,698 | add |
| 102 | PFA Pension, Forsikringsaktieselskab | $312M | 2,507,483 | +2,507,483 | new |
| 103 | APG Asset Management N.V. | $305M | 2,826,106 | +489,655 | add |
| 104 | Mitsubishi UFJ Trust & Banking Corp | $303M | 2,437,798 | +65,033 | add |
| 105 | NOMURA ASSET MANAGEMENT CO LTD | $299M | 2,409,073 | +204,912 | add |
| 106 | BLAIR WILLIAM & CO/IL | $295M | 2,374,282 | −38,302 | trim |
| 107 | STATE OF WISCONSIN INVESTMENT BOARD | $292M | 2,347,437 | +75,160 | add |
| 108 | Baird Financial Group, Inc. | $285M | 2,291,058 | +2,291,058 | new |
| 109 | Squarepoint Ops LLC | $283M | 2,274,385 | +590,234 | add |
| 110 | CIBC Asset Management Inc | $282M | 2,268,265 | +1,022,116 | add |
| 111 | SCHRODER INVESTMENT MANAGEMENT GROUP | $280M | 2,254,602 | −65,166 | trim |
| 112 | Eurizon Capital SGR S.p.A. | $277M | 2,227,049 | +2,227,049 | new |
| 113 | Asset Management One Co., Ltd. | $273M | 2,195,319 | +51,549 | add |
| 114 | MENORA MIVTACHIM HOLDINGS LTD. | $272M | 2,192,244 | −4,000 | trim |
| 115 | Chevy Chase Trust Holdings, LLC | $272M | 2,184,659 | −62,657 | trim |
| 116 | REGIONS FINANCIAL CORP | $269M | 2,161,904 | −30,203 | trim |
| 117 | Pictet Asset Management Holding SA | $266M | 2,137,933 | −93,794 | trim |
| 118 | ROYAL LONDON ASSET MANAGEMENT LTD | $266M | 2,137,818 | +29,120 | add |
| 119 | ZACKS INVESTMENT MANAGEMENT | $260M | 2,088,174 | −34,882 | trim |
| 120 | OSAIC HOLDINGS, INC. | $259M | 2,081,818 | +232,469 | add |
| 121 | COMMONWEALTH EQUITY SERVICES, LLC | $255M | 2,055,814 | −127,104 | trim |
| 122 | CIBC WORLD MARKET INC. | $254M | 2,043,683 | −375,758 | trim |
| 123 | Vanguard Investments Australia, Ltd. | $254M | 2,043,032 | — | no prior |
| 124 | Corient Private Wealth LLC | $250M | 2,028,628 | −2,946,834 | trim |
| 125 | Allianz Asset Management GmbH | $247M | 1,987,875 | −1,761,465 | trim |
| 126 | Castle Hook Partners LP | $243M | 1,958,823 | −45,139 | trim |
| 127 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $242M | 1,955,094 | −1,049,053 | trim |
| 128 | MERCER GLOBAL ADVISORS INC /ADV | $233M | 1,876,855 | +72,727 | add |
| 129 | PANAGORA ASSET MANAGEMENT INC | $233M | 1,872,543 | −57,645 | trim |
| 130 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $232M | 1,863,414 | −32,036 | trim |
| 131 | CI INVESTMENTS INC. | $228M | 1,836,149 | −30,999 | trim |
| 132 | SEI INVESTMENTS CO | $227M | 1,823,413 | +87,570 | add |
| 133 | CIBC Bancorp USA Inc. | $226M | 1,820,192 | — | no prior |
| 134 | Allspring Global Investments Holdings, LLC | $223M | 1,787,389 | −352,258 | trim |
| 135 | KLP KAPITALFORVALTNING AS | $221M | 1,773,700 | +38,200 | add |
| 136 | FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | $219M | 1,762,821 | +664,250 | add |
| 137 | TORONTO DOMINION BANK | $217M | 1,744,991 | +272,414 | add |
| 138 | SCOTIA CAPITAL INC. | $216M | 1,736,208 | −52,803 | trim |
| 139 | 1832 Asset Management L.P. | $214M | 1,721,160 | −1,746,607 | trim |
| 140 | D. E. Shaw & Co., Inc. | $211M | 1,696,606 | −713,484 | trim |
| 141 | Rockefeller Capital Management L.P. | $205M | 1,649,694 | −28,150 | trim |
| 142 | Retirement Systems of Alabama | $204M | 1,638,203 | −119,747 | trim |
| 143 | Federation des caisses Desjardins du Quebec | $197M | 1,585,263 | +55,519 | add |
| 144 | Calamos Advisors LLC | $195M | 1,567,252 | +88,347 | add |
| 145 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $193M | 1,552,813 | +183,230 | add |
| 146 | STEPHENS INC /AR/ | $192M | 1,540,042 | +96,913 | add |
| 147 | State of New Jersey Common Pension Fund D | $188M | 1,512,800 | −1,808 | trim |
| 148 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $186M | 1,492,985 | +901,342 | add |
| 149 | NISSAY ASSET MANAGEMENT CORP /JAPAN | $181M | 1,457,027 | +395,471 | add |
| 150 | SEB Asset Management AB | $180M | 1,444,614 | — | no prior |
| 151 | Resona Asset Management Co.,Ltd. | $177M | 1,422,230 | +23,268 | add |
| 152 | CWM, LLC | $176M | 1,417,724 | +184,203 | add |
| 153 | Lansforsakringar Fondforvaltning AB (publ) | $172M | 1,383,150 | −6,883 | trim |
| 154 | Capital Research Global Investors | $172M | 1,382,827 | −21,479 | trim |
| 155 | &PARTNERS | $169M | 1,362,078 | +11,373 | add |
| 156 | Narus Financial Partners, LLC | $168M | 1,348,003 | −35,049 | trim |
| 157 | Assenagon Asset Management S.A. | $163M | 1,312,905 | +511,950 | add |
| 158 | Daiwa Securities Group Inc. | $163M | 1,310,670 | +499,983 | add |
| 159 | Tredje AP-fonden | $161M | 1,295,836 | −13,949 | trim |
| 160 | Woodline Partners LP | $160M | 1,290,506 | +542,336 | add |
| 161 | CREDIT AGRICOLE S A | $159M | 1,280,611 | −912,063 | trim |
| 162 | GUGGENHEIM CAPITAL LLC | $158M | 1,271,869 | +932,076 | add |
| 163 | COMMERCE BANK | $154M | 1,240,877 | +152,094 | add |
| 164 | Banque Transatlantique SA | $152M | 1,218,639 | −59,251 | trim |
| 165 | CITADEL ADVISORS LLC | $151M | 1,216,725 | −3,120,852 | trim |
| 166 | TEACHER RETIREMENT SYSTEM OF TEXAS | $150M | 1,206,883 | −281,193 | trim |
| 167 | Arizona State Retirement System | $149M | 1,201,027 | −27,180 | trim |
| 168 | DnB Asset Management AS | $149M | 1,195,407 | −488,868 | trim |
| 169 | Czech National Bank | $148M | 1,193,852 | +37,626 | add |
| 170 | NISA INVESTMENT ADVISORS, LLC | $148M | 1,190,025 | −73,305 | trim |
| 171 | GROUPAMA ASSET MANAGMENT | $148M | 1,191,317 | −8,388 | trim |
| 172 | STATE OF MICHIGAN RETIREMENT SYSTEM | $146M | 1,171,520 | −2,900 | trim |
| 173 | TD Waterhouse Canada Inc. | $145M | 1,161,042 | +251,833 | add |
| 174 | Sanctuary Advisors, LLC | $141M | 1,130,844 | −44,118 | trim |
| 175 | MUFG Securities EMEA plc | $140M | 1,129,712 | +499,943 | add |
| 176 | Steward Partners Investment Advisory, LLC | $138M | 1,108,365 | +157,444 | add |
| 177 | Swiss Life Asset Management Ltd | $138M | 1,106,544 | +138,961 | add |
| 178 | HERITAGE OAK WEALTH ADVISORS LLC | $135M | 1,086,269 | +207,865 | add |
| 179 | FEDERATED HERMES, INC. | $131M | 1,052,447 | +116,642 | add |
| 180 | MetLife Investment Management, LLC | $130M | 1,043,359 | −28,250 | trim |
| 181 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $127M | 1,021,126 | +1,135 | add |
| 182 | MML INVESTORS SERVICES, LLC | $125M | 1,009,285 | −164,039 | trim |
| 183 | Stack Financial Management, Inc | $125M | 1,008,421 | −10,081 | trim |
| 184 | Churchill Financial Advisors, LLC | $124M | 1,000,579 | +372,438 | add |
| 185 | CAPITOLIS LIQUID GLOBAL MARKETS LLC | $123M | 986,315 | −655,488 | trim |
| 186 | MILLENNIUM MANAGEMENT LLC | $119M | 953,800 | −39,823,763 | trim |
| 187 | GLENMEDE TRUST CO NA | $118M | 951,368 | −36,054 | trim |
| 188 | Kestra Advisory Services, LLC | $116M | 936,866 | +67,412 | add |
| 189 | Rakuten Investment Management, Inc. | $116M | 939,304 | +362,450 | add |
| 190 | IEQ CAPITAL, LLC | $115M | 928,637 | +9,354 | add |
| 191 | AE Wealth Management LLC | $112M | 904,807 | +33,230 | add |
| 192 | KEYBANK NATIONAL ASSOCIATION/OH | $112M | 904,149 | +3,166 | add |
| 193 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | $112M | 899,691 | −106,052 | trim |
| 194 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $111M | 895,362 | +54,766 | add |
| 195 | BALYASNY ASSET MANAGEMENT L.P. | $110M | 888,948 | +647,514 | add |
| 196 | EASTERN BANK | $109M | 880,377 | −167,694 | trim |
| 197 | Glenview Trust Co | $109M | 880,273 | +7,528 | add |
| 198 | ING GROEP NV | $109M | 877,804 | +573,677 | add |
| 199 | Sumitomo Mitsui DS Asset Management Company, Ltd | $109M | 877,473 | +22,875 | add |
| 200 | OP Asset Management Ltd | $108M | 871,694 | — | no prior |
| 201 | IFM Investors Pty Ltd | $106M | 853,399 | +26,173 | add |
| 202 | HOMESTEAD ADVISERS CORP | $106M | 850,763 | −9,500 | trim |
| 203 | QRG CAPITAL MANAGEMENT, INC. | $104M | 834,001 | +29,924 | add |
| 204 | Zurich Insurance Group Ltd/FI | $103M | 830,886 | −822,115 | trim |
| 205 | XPONANCE LLC | $103M | 825,346 | +96,294 | add |
| 206 | Midwest Trust Co | $102M | 819,110 | −26,997 | trim |
| 207 | Sequoia Financial Advisors, LLC | $101M | 813,060 | −3,360 | trim |
| 208 | Life Cycle Investment Partners Ltd | $101M | 812,340 | +445,628 | add |
| 209 | AustralianSuper Pty Ltd | $101M | 809,043 | −60,208 | trim |
| 210 | Uniting Wealth Partners, LLC | $99.7M | 801,015 | −27,340 | trim |
| 211 | ATALANTA SOSNOFF CAPITAL, LLC | $99.6M | 801,725 | +133 | add |
| 212 | Lido Advisors, LLC | $98.5M | 791,815 | −161,403 | trim |
| 213 | Vanguard Personalized Indexing Management, LLC | $98.0M | 788,704 | +25,645 | add |
| 214 | Private Advisor Group, LLC | $97.6M | 785,506 | +12,632 | add |
| 215 | SHELTON CAPITAL MANAGEMENT | $96.9M | 779,702 | +371,011 | add |
| 216 | Janus Henderson Group Ltd. | $96.0M | 772,518 | −53,141 | trim |
| 217 | Clark Capital Management Group, Inc. | $95.6M | 769,554 | +10,244 | add |
| 218 | LAZARD ASSET MANAGEMENT LLC | $95.3M | 766,542 | +167,745 | add |
| 219 | Advisors Asset Management, Inc. | $93.2M | 749,714 | −57,588 | trim |
| 220 | MEYER HANDELMAN CO | $92.7M | 745,869 | −4,975 | trim |
| 221 | UniSuper Management Pty Ltd | $91.5M | 736,525 | +5,393 | add |
| 222 | SMITH CHAS P & ASSOCIATES PA CPAS | $89.7M | 721,495 | −17,429 | trim |
| 223 | PARNASSUS INVESTMENTS, LLC | $89.5M | 720,413 | +3,788 | add |
| 224 | JOHNSON INVESTMENT COUNSEL INC | $89.0M | 716,135 | −18,855 | trim |
| 225 | Utah Retirement Systems | $87.9M | 707,359 | −11,471 | trim |
| 226 | PUBLIC SECTOR PENSION INVESTMENT BOARD | $87.6M | 705,133 | +136,555 | add |
| 227 | USS Investment Management Ltd | $87.4M | 703,562 | +10,218 | add |
| 228 | Andra AP-fonden | $86.9M | 699,040 | +382,540 | add |
| 229 | GATEWAY INVESTMENT ADVISERS LLC | $85.4M | 687,159 | −92,713 | trim |
| 230 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $84.4M | 680,114 | −41,524 | trim |
| 231 | BENJAMIN EDWARDS INC | $83.1M | 668,746 | −2,603 | trim |
| 232 | Varma Mutual Pension Insurance Co | $82.7M | 665,366 | −2,500 | trim |
| 233 | FIL Ltd | $82.4M | 663,180 | +394 | add |
| 234 | Bristol Gate Capital Partners Inc. | $81.0M | 652,030 | +652,030 | new |
| 235 | Concurrent Investment Advisors, LLC | $80.1M | 644,183 | −23,989 | trim |
| 236 | Wealthfront Advisers LLC | $79.7M | 641,515 | +50,722 | add |
| 237 | Jefferies Financial Group Inc. | $78.5M | 631,267 | +127,028 | add |
| 238 | Groupe la Francaise | $77.9M | 631,985 | −86,192 | trim |
| 239 | UMB Bank, n.a. | $77.8M | 626,291 | −38,523 | trim |
| 240 | MAI Capital Management | $77.8M | 626,029 | +2,978 | add |
| 241 | M&T BANK CORP | $77.6M | 624,072 | −25,737 | trim |
| 242 | SRB CORP | $77.1M | 620,579 | +620,579 | new |
| 243 | Cresset Asset Management, LLC | $77.1M | 618,758 | −70,850 | trim |
| 244 | Henshaw Capital LLC | $75.7M | 609,255 | — | no prior |
| 245 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $75.7M | 609,027 | +7,680 | add |
| 246 | Aptus Capital Advisors, LLC | $75.6M | 608,573 | −49,093 | trim |
| 247 | FACTORY MUTUAL INSURANCE CO | $75.6M | 608,176 | −3,650 | trim |
| 248 | BECKER CAPITAL MANAGEMENT INC | $75.3M | 604,952 | −20,769 | trim |
| 249 | Polar Capital Holdings Plc | $75.0M | 603,752 | +237,718 | add |
| 250 | MONTRUSCO BOLTON INVESTMENTS INC. | $74.1M | 596,410 | −2,425 | trim |
| 251 | Banco Santander, S.A. | $74.0M | 595,563 | −217,143 | trim |
| 252 | Arvest Bank Trust Division | $73.4M | 590,623 | +137,361 | add |
| 253 | Illinois Municipal Retirement Fund | $71.8M | 577,721 | −80,963 | trim |
| 254 | GREENWOOD GEARHART LLC | $71.3M | 574,070 | −17,184 | trim |
| 255 | MACQUARIE GROUP LTD | $70.8M | 569,831 | +5,703 | add |
| 256 | Junto Capital Management LP | $70.5M | 567,545 | +567,545 | new |
| 257 | Delta Global Management LP | $69.5M | 559,513 | −54,615 | trim |
| 258 | KCM INVESTMENT ADVISORS LLC | $69.3M | 557,356 | −7,324 | trim |
| 259 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $69.2M | 556,939 | −6,983 | trim |
| 260 | Kingsview Wealth Management, LLC | $69.1M | 555,832 | +6,824 | add |
| 261 | Vinva Investment Management Ltd | $68.9M | 557,893 | +29,373 | add |
| 262 | Pathstone Holdings, LLC | $68.6M | 551,900 | −10,370 | trim |
| 263 | Orion Porfolio Solutions, LLC | $68.5M | 551,237 | −54,255 | trim |
| 264 | CENTRAL TRUST Co | $66.8M | 537,436 | −776 | trim |
| 265 | WELCH & FORBES LLC | $65.0M | 523,098 | −12,131 | trim |
| 266 | Covea Finance | $64.9M | 521,910 | −67,470 | trim |
| 267 | NATIXIS | $64.7M | 520,636 | +73,302 | add |
| 268 | FOURPATH CAPITAL MANAGEMENT, LLC | $64.4M | 518,000 | −237 | trim |
| 269 | Vest Financial, LLC | $64.1M | 515,629 | −56,242 | trim |
| 270 | Artemis Investment Management LLP | $64.0M | 514,952 | −92,219 | trim |
| 271 | Americana Partners, LLC | $63.7M | 512,428 | +33,436 | add |
| 272 | BRADLEY FOSTER & SARGENT INC/CT | $63.2M | 508,791 | −5,025 | trim |
| 273 | BOKF, NA | $62.6M | 503,486 | −28,626 | trim |
| 274 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND | $62.4M | 501,980 | −200 | trim |
| 275 | Candriam S.C.A. | $61.9M | 498,364 | −116,438 | trim |
| 276 | OpenArc Corporate Advisory, LLC | $61.8M | 497,652 | +42,443 | add |
| 277 | Beacon Pointe Advisors, LLC | $61.8M | 497,476 | +182,295 | add |
| 278 | COMPASS CAPITAL MANAGEMENT, INC | $61.2M | 492,188 | −105,327 | trim |
| 279 | Legacy Capital Wealth Partners, LLC | $61.0M | 491,110 | −31,771 | trim |
| 280 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $60.2M | 484,143 | +140,582 | add |
| 281 | PINNACLE ASSOCIATES LTD | $60.2M | 484,112 | −2,920 | trim |
| 282 | DELTA ASSET MANAGEMENT LLC/TN | $60.0M | 482,588 | −9,350 | trim |
| 283 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $59.3M | 477,366 | −9,239 | trim |
| 284 | Vident Advisory, LLC | $58.3M | 468,806 | +22,078 | add |
| 285 | EFG International AG | $58.1M | 467,277 | +321,947 | add |
| 286 | Pinnacle Financial Partners, Inc. | $57.9M | 465,593 | +2,817 | add |
| 287 | OPPENHEIMER & CO INC | $57.6M | 463,259 | +10,687 | add |
| 288 | Clearstead Advisors, LLC | $56.2M | 452,253 | +36,161 | add |
| 289 | Norinchukin Bank, The | $55.3M | 445,287 | +179,037 | add |
| 290 | D.A. DAVIDSON & CO. | $55.2M | 443,885 | −5,300 | trim |
| 291 | HB Wealth Management, LLC | $54.4M | 437,733 | +10,830 | add |
| 292 | TWO SIGMA INVESTMENTS, LP | $54.0M | 434,527 | +371,000 | add |
| 293 | Prospera Financial Services Inc | $53.6M | 431,179 | −4,886 | trim |
| 294 | Union Bancaire Privee, UBP SA | $53.5M | 384,034 | +275,337 | add |
| 295 | PRUDENTIAL PLC | $53.5M | 430,596 | +101,676 | add |
| 296 | KESTRA PRIVATE WEALTH SERVICES, LLC | $53.0M | 426,647 | −13,299 | trim |
| 297 | Avanza Fonder AB | $53.0M | 426,378 | +6,788 | add |
| 298 | Elo Mutual Pension Insurance Co | $52.5M | 422,324 | −53,448 | trim |
| 299 | DNCA FINANCE | $52.4M | 421,824 | −22,958 | trim |
| 300 | Cumberland Partners Ltd | $52.1M | 419,100 | −180,441 | trim |
| 301 | FARMERS & MERCHANTS INVESTMENTS INC | $52.0M | 418,464 | −11,620 | trim |
| 302 | Choate Investment Advisors | $51.7M | 416,008 | −15,653 | trim |
| 303 | Investment Management Corp of Ontario | $51.6M | 414,907 | +8,413 | add |
| 304 | Aware Super Pty Ltd as trustee of Aware Super | $51.5M | 414,559 | — | no prior |
| 305 | FIRST NATIONAL BANK OF OMAHA | $51.1M | 413,344 | −13,352 | trim |
| 306 | Empowered Funds, LLC | $51.0M | 410,005 | +410,005 | new |
| 307 | Apollon Wealth Management, LLC | $50.7M | 407,717 | +63,125 | add |
| 308 | Equitable Holdings, Inc. | $50.0M | 429,691 | +202,122 | add |
| 309 | Waverly Advisors, LLC | $49.8M | 400,457 | −1,489 | trim |
| 310 | Man Group plc | $49.5M | 398,376 | −294,202 | trim |
| 311 | EDMOND DE ROTHSCHILD HOLDING S.A. | $49.2M | 395,580 | +22,722 | add |
| 312 | DAVENPORT & Co LLC | $49.0M | 394,014 | −17,017 | trim |
| 313 | Badgley Phelps Wealth Managers, LLC | $48.9M | 392,907 | −16,760 | trim |
| 314 | Merit Financial Group, LLC | $48.8M | 393,029 | +53,014 | add |
| 315 | NORTHEAST INVESTMENT MANAGEMENT | $48.5M | 389,981 | +3,960 | add |
| 316 | OMERS ADMINISTRATION Corp | $48.3M | 388,813 | +180,688 | add |
| 317 | CHILTON CAPITAL MANAGEMENT LLC | $47.8M | 384,423 | −164,773 | trim |
| 318 | BERKSHIRE ASSET MANAGEMENT LLC/PA | $47.8M | 384,220 | −6,827 | trim |
| 319 | WORLDQUANT MILLENNIUM ADVISORS LLC | $47.7M | 383,680 | −1,205,786 | trim |
| 320 | Gradient Investments LLC | $47.6M | 383,098 | −25,416 | trim |
| 321 | United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | $47.0M | 377,991 | +26,500 | add |
| 322 | BROWN ADVISORY INC | $46.8M | 376,661 | −16,933 | trim |
| 323 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $46.7M | 358,670 | −23,243 | trim |
| 324 | NOMURA HOLDINGS INC | $46.5M | 373,785 | +244,402 | add |
| 325 | Crossmark Global Holdings, Inc. | $46.3M | 372,642 | — | no prior |
| 326 | J. Safra Sarasin Holding AG | $45.7M | 368,004 | +17,059 | add |
| 327 | RWA WEALTH PARTNERS, LLC | $45.7M | 367,394 | −4,234 | trim |
| 328 | WESTWOOD HOLDINGS GROUP INC | $45.4M | 365,597 | −15,846 | trim |
| 329 | HUNTINGTON NATIONAL BANK | $44.8M | 360,203 | +360,203 | new |
| 330 | Rafferty Asset Management, LLC | $44.7M | 360,066 | −10,404 | trim |
| 331 | TOCQUEVILLE ASSET MANAGEMENT L.P. | $44.4M | 357,250 | −17,818 | trim |
| 332 | SAPIENT CAPITAL LLC | $43.9M | 352,468 | −34,870 | trim |
| 333 | Cornerstone Advisors, LLC | $43.7M | 351,466 | +5,069 | add |
| 334 | Dai-ichi Life Insurance Company, Ltd | $43.6M | 351,064 | −45,644 | trim |
| 335 | PROFUND ADVISORS LLC | $43.5M | 349,720 | +313,260 | add |
| 336 | HOWLAND CAPITAL MANAGEMENT LLC | $43.4M | 348,912 | −13,552 | trim |
| 337 | Continuum Advisory, LLC | $43.0M | 345,876 | +345,876 | new |
| 338 | Allworth Financial LP | $43.0M | 345,856 | +14,461 | add |
| 339 | Main Street Research LLC | $42.9M | 344,869 | +6,474 | add |
| 340 | ASSETMARK, INC | $42.5M | 341,838 | −14,644 | trim |
| 341 | Railway Pension Investments Ltd | $42.3M | 340,239 | −49,900 | trim |
| 342 | National Mutual Insurance Federation of Agricultural Cooperatives | $42.1M | 339,100 | 0 | no change |
| 343 | SALEM INVESTMENT COUNSELORS INC | $41.5M | 333,325 | −1,565 | trim |
| 344 | Trexquant Investment LP | $41.2M | 331,147 | +309,179 | add |
| 345 | INTECH INVESTMENT MANAGEMENT LLC | $41.0M | 330,060 | −136,943 | trim |
| 346 | Brookstone Capital Management | $40.4M | 324,945 | +28,319 | add |
| 347 | Tidal Investments LLC | $40.4M | 324,809 | +152,808 | add |
| 348 | Gotham Asset Management, LLC | $40.4M | 324,794 | +11,795 | add |
| 349 | HUB Investment Partners, LLC | $39.9M | 320,972 | −111 | trim |
| 350 | Danica Pension, Livsforsikringsaktieselskab | $39.8M | 320,546 | −139,554 | trim |
| 351 | MARTINGALE ASSET MANAGEMENT L P | $39.0M | 313,795 | −26,855 | trim |
| 352 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $39.0M | 313,778 | +313,778 | new |
| 353 | NOVARE CAPITAL MANAGEMENT LLC | $38.7M | 311,327 | −25,457 | trim |
| 354 | Epoch Investment Partners, Inc. | $38.6M | 310,444 | −127,149 | trim |
| 355 | Connor, Clark & Lunn Investment Management Ltd. | $38.4M | 309,296 | −979,800 | trim |
| 356 | TOKIO MARINE ASSET MANAGEMENT CO LTD | $38.4M | 309,167 | +76,820 | add |
| 357 | Voleon Capital Management LP | $37.9M | 304,716 | −21,076 | trim |
| 358 | B. Metzler seel. Sohn & Co. AG | $37.9M | 304,684 | +147 | add |
| 359 | World Investment Advisors | $37.8M | 303,883 | −16,331 | trim |
| 360 | Asset Advisors Investment Management, LLC | $37.7M | 303,571 | −2,552 | trim |
| 361 | GDS Wealth Management | $37.7M | 303,128 | +8,806 | add |
| 362 | MGO ONE SEVEN LLC | $37.5M | 302,092 | −553 | trim |
| 363 | ADAMS DIVERSIFIED EQUITY FUND, INC. | $37.5M | 301,443 | −46,200 | trim |
| 364 | Destination Wealth Management | $37.0M | 297,503 | −3,860 | trim |
| 365 | JANE STREET GROUP, LLC | $36.6M | 294,840 | −10,541,595 | trim |
| 366 | Snowden Capital Advisors LLC | $36.0M | 289,416 | −28,508 | trim |
| 367 | FIRST NATIONAL TRUST CO | $35.3M | 284,147 | −13,260 | trim |
| 368 | Capital Investment Counsel, Inc | $35.1M | 282,141 | −26,736 | trim |
| 369 | NEW WAVE WEALTH ADVISORS LLC | $35.0M | 280,953 | +67 | add |
| 370 | Independent Advisor Alliance | $33.6M | 270,315 | −60,398 | trim |
| 371 | Paralel Advisors LLC | $33.6M | 270,000 | 0 | no change |
| 372 | Mediolanum International Funds Ltd | $33.2M | 268,982 | −34,317 | trim |
| 373 | SouthState Bank Corp | $33.0M | 265,896 | +10,018 | add |
| 374 | MIZUHO SECURITIES USA LLC | $32.9M | 265,008 | −54,284 | trim |
| 375 | Moors & Cabot, Inc. | $32.7M | 263,085 | −2,945 | trim |
| 376 | TCTC Holdings, LLC | $32.6M | 262,039 | −2,767 | trim |
| 377 | U.S. Capital Wealth Advisors, LLC | $32.3M | 260,281 | −30,379 | trim |
| 378 | ATWOOD & PALMER INC | $32.2M | 259,489 | −7,472 | trim |
| 379 | HM PAYSON & CO | $32.1M | 258,343 | −18,293 | trim |
| 380 | OAKMONT Corp | $32.0M | 257,619 | +5,132 | add |
| 381 | Segment Wealth Management, LLC | $31.5M | 253,183 | +228 | add |
| 382 | MARCO INVESTMENT MANAGEMENT LLC | $31.5M | 253,071 | −8,409 | trim |
| 383 | Bridgewater Associates, LP | $31.3M | 251,809 | −16,802 | trim |
| 384 | HARTFORD INVESTMENT MANAGEMENT CO | $31.1M | 249,914 | −3,350 | trim |
| 385 | Lombard Odier Asset Management (Switzerland) SA | $31.0M | 249,381 | +66,200 | add |
| 386 | RITHOLTZ WEALTH MANAGEMENT | $30.9M | 248,416 | +7,086 | add |
| 387 | Atria Investments, Inc | $30.7M | 247,223 | −51,483 | trim |
| 388 | Vise Technologies, Inc. | $30.7M | 275,341 | 0 | no change |
| 389 | EP Wealth Advisors, LLC | $30.3M | 243,657 | +21,424 | add |
| 390 | Summit Financial, LLC | $30.2M | 242,768 | −16,615 | trim |
| 391 | TOMPKINS FINANCIAL CORP | $30.1M | 241,827 | −7,295 | trim |
| 392 | FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | $30.0M | 241,784 | −144,130 | trim |
| 393 | Stillwater Capital Advisors, LLC | $29.8M | 239,693 | −3,779 | trim |
| 394 | AXXCESS WEALTH MANAGEMENT, LLC | $29.6M | 238,240 | −38,745 | trim |
| 395 | BOWEN HANES & CO INC | $29.6M | 238,225 | +187,685 | add |
| 396 | ABSHER WEALTH MANAGEMENT, LLC | $29.2M | 235,312 | −32,137 | trim |
| 397 | BTC Capital Management, Inc. | $29.2M | 234,774 | −13,322 | trim |
| 398 | Mesirow Financial Investment Management, Inc. | $29.1M | 234,533 | +30,400 | add |
| 399 | MONTAG A & ASSOCIATES INC | $29.1M | 233,554 | +462 | add |
| 400 | TUDOR INVESTMENT CORP ET AL | $29.0M | 233,473 | +19,473 | add |
| 401 | FLOSSBACH VON STORCH SE | $28.8M | 231,762 | −103,364 | trim |
| 402 | Composition Wealth, LLC | $28.7M | 231,083 | −3,252 | trim |
| 403 | Savant Capital, LLC | $28.5M | 229,427 | +8,781 | add |
| 404 | Ameritas Investment Partners, Inc. | $28.4M | 228,515 | +177,904 | add |
| 405 | ABN AMRO INVESTMENT SOLUTIONS | $28.3M | 227,758 | +23,259 | add |
| 406 | PARTHENON LLC | $28.1M | 226,440 | −1,422 | trim |
| 407 | Vestmark Advisory Solutions, Inc. | $28.1M | 226,164 | +127,723 | add |
| 408 | Advisors Capital Management, LLC | $28.0M | 225,187 | +623 | add |
| 409 | DAVIDSON INVESTMENT ADVISORS | $27.9M | 224,876 | −57,291 | trim |
| 410 | Trajan Wealth LLC | $27.8M | 223,431 | −5,302 | trim |
| 411 | Evelyn Partners Investment Management LLP | $27.6M | 222,464 | −14,772 | trim |
| 412 | Venture Visionary Partners LLC | $27.4M | 220,383 | −2,838 | trim |
| 413 | Bragg Financial Advisors, Inc | $27.2M | 218,905 | −4,282 | trim |
| 414 | EXCHANGE TRADED CONCEPTS, LLC | $27.2M | 218,657 | +15,951 | add |
| 415 | PATTEN & PATTEN INC/TN | $27.2M | 218,459 | −7,983 | trim |
| 416 | Maryland State Retirement & Pension System | $27.1M | 218,346 | +373 | add |
| 417 | CUTLER INVESTMENT COUNSEL LLC | $27.1M | 217,517 | −3,821 | trim |
| 418 | Azimuth Capital Investment Management LLC | $26.9M | 216,183 | −14,794 | trim |
| 419 | Temasek Holdings (Private) Ltd | $26.6M | 213,662 | −221,400 | trim |
| 420 | Nemes Rush Group LLC | $26.2M | 210,975 | −7,397 | trim |
| 421 | Tower Research Capital LLC (TRC) | $26.1M | 210,293 | +48,941 | add |
| 422 | Edge Wealth Management LLC | $25.9M | 208,500 | −5,073 | trim |
| 423 | PICTON MAHONEY ASSET MANAGEMENT | $25.6M | 205,676 | −69,191 | trim |
| 424 | Carnegie Investment Counsel | $25.6M | 205,589 | −11,729 | trim |
| 425 | Osmosis Investment Management UK Ltd | $25.2M | 202,512 | −52,967 | trim |
| 426 | E Fund Management Co., Ltd. | $25.0M | 201,278 | — | no prior |
| 427 | Vontobel Holding Ltd. | $24.9M | 200,346 | −32,096 | trim |
| 428 | LETKO, BROSSEAU & ASSOCIATES INC | $24.8M | 199,426 | −8,180 | trim |
| 429 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $24.4M | 196,327 | −22,907 | trim |
| 430 | SageGuard Financial Group, LLC | $24.2M | 195,038 | −10,447 | trim |
| 431 | Modera Wealth Management, LLC | $24.2M | 194,397 | −6,756 | trim |
| 432 | Harvest Portfolios Group Inc. | $24.0M | 193,447 | −13,123 | trim |
| 433 | STRATEGIC PLANNING GROUP, LLC | $23.9M | 192,587 | −43,402 | trim |
| 434 | Stratos Wealth Partners, LTD. | $23.7M | 190,951 | −21,193 | trim |
| 435 | First Nebraska Trust Co | $23.6M | 190,068 | — | no prior |
| 436 | ADELL HARRIMAN & CARPENTER INC | $23.6M | 189,964 | +1,322 | add |
| 437 | Atlantic Union Bankshares Corp | $23.5M | 189,205 | +30,946 | add |
| 438 | Calamos Wealth Management LLC | $23.4M | 188,429 | −93,477 | trim |
| 439 | HANCOCK WHITNEY CORP | $23.4M | 177,808 | −8,198 | trim |
| 440 | OPPENHEIMER ASSET MANAGEMENT INC. | $23.2M | 186,819 | −2,166 | trim |
| 441 | ELEVATION POINT WEALTH PARTNERS, LLC | $23.2M | 186,399 | +142,206 | add |
| 442 | WHITENER CAPITAL MANAGEMENT, INC. | $23.1M | 186,214 | −6 | trim |
| 443 | FORBES J M & CO LLP | $23.1M | 186,185 | +866 | add |
| 444 | GW HENSSLER & ASSOCIATES LTD | $22.9M | 184,373 | −7,944 | trim |
| 445 | Metis Global Partners, LLC | $22.9M | 183,958 | −4,876 | trim |
| 446 | CHOREO, LLC | $22.8M | 183,504 | −900 | trim |
| 447 | LEVEL FOUR ADVISORY SERVICES, LLC | $22.8M | 183,591 | +1,541 | add |
| 448 | COLDSTREAM CAPITAL MANAGEMENT INC | $22.6M | 181,695 | +27,137 | add |
| 449 | Callan Family Office, LLC | $22.6M | 181,708 | +4,768 | add |
| 450 | Ascent Group, LLC | $22.5M | 181,199 | −4,183 | trim |
| 451 | Fiduciary Group, LLC | $22.5M | 180,857 | −2,773 | trim |
| 452 | Cornerstone Wealth Management, LLC | $22.5M | 180,723 | −2,511 | trim |
| 453 | One Capital Management, LLC | $22.4M | 180,243 | +2,714 | add |
| 454 | SAGESPRING WEALTH PARTNERS, LLC | $22.3M | 179,240 | +7,987 | add |
| 455 | Siemens Fonds Invest GmbH | $22.2M | 178,548 | +29,462 | add |
| 456 | IHT Wealth Management, LLC | $22.0M | 177,071 | +14,687 | add |
| 457 | MANAGED ASSET PORTFOLIOS, LLC | $22.0M | 176,724 | −83,573 | trim |
| 458 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $21.9M | 176,267 | −287 | trim |
| 459 | AG2R LA MONDIALE GESTION D'ACTIFS | $21.8M | 175,586 | −50,827 | trim |
| 460 | Compagnie Lombard Odier SCmA | $21.7M | 174,770 | +59,004 | add |
| 461 | DODGE & COX | $21.7M | 174,310 | −5,225 | trim |
| 462 | VestGen Advisors, LLC | $21.5M | 165,290 | +13,148 | add |
| 463 | GREAT VALLEY ADVISOR GROUP, INC. | $21.4M | 172,201 | +5,891 | add |
| 464 | WEBSTER BANK, N. A. | $21.3M | 171,735 | +1,157 | add |
| 465 | JB Capital LLC | $21.1M | 169,499 | −36,035 | trim |
| 466 | FIRST FINANCIAL BANKSHARES INC | $21.0M | 169,305 | −313,758 | trim |
| 467 | Visionary Wealth Advisors | $20.9M | 168,453 | −4,818 | trim |
| 468 | Kinsale Capital Group, Inc. | $20.9M | 168,264 | +5,708 | add |
| 469 | SCS Capital Management LLC | $20.7M | 166,224 | −42,396 | trim |
| 470 | MMBG INVESTMENT ADVISORS CO. | $20.7M | 166,151 | −1,905 | trim |
| 471 | Cardinal Point Capital Management ULC | $20.4M | 164,402 | −6,078 | trim |
| 472 | LAFFER TENGLER INVESTMENTS, INC. | $20.4M | 164,140 | −10,116 | trim |
| 473 | INDEPENDENT FINANCIAL GROUP, LLC | $20.3M | 163,734 | — | no prior |
| 474 | Meiji Yasuda Asset Management Co Ltd. | $20.3M | 163,550 | −14,210 | trim |
| 475 | Bellecapital International Ltd. | $20.2M | 162,555 | +162,555 | new |
| 476 | SIGNATUREFD, LLC | $20.1M | 162,097 | +5,407 | add |
| 477 | American Assets Investment Management, LLC | $20.1M | 162,000 | 0 | no change |
| 478 | Saudi Central Bank | $20.1M | 161,803 | +159,989 | add |
| 479 | Moran Wealth Management, LLC | $20.0M | 161,231 | −2,089 | trim |
| 480 | Generali Asset Management SPA SGR | $20.0M | 160,846 | +10,423 | add |
| 481 | Laird Norton Wetherby Trust Company, LLC | $20.0M | 160,368 | −3,959 | trim |
| 482 | Rokos Capital Management LLP | $20.0M | 160,581 | +160,581 | new |
| 483 | FIDUCIARY TRUST CO | $19.9M | 159,943 | +159,943 | new |
| 484 | LMG Wealth Partners, LLC | $19.8M | 159,337 | −315 | trim |
| 485 | PETTYJOHN, WOOD & WHITE, INC | $19.7M | 158,543 | −1,639 | trim |
| 486 | Red Door Wealth Management, LLC | $19.6M | 158,100 | +179 | add |
| 487 | GHP Investment Advisors, Inc. | $19.6M | 157,970 | −1,069 | trim |
| 488 | Bleakley Financial Group, LLC | $19.6M | 157,735 | +2,130 | add |
| 489 | INTEGRITY ALLIANCE, LLC. | $19.6M | 157,435 | +671 | add |
| 490 | DAYMARK WEALTH PARTNERS, LLC | $19.5M | 156,937 | −1,058 | trim |
| 491 | FRANKLIN STREET ADVISORS INC /NC | $19.5M | 156,561 | −16,041 | trim |
| 492 | Summit Trail Advisors, LLC | $19.4M | 156,083 | +29,574 | add |
| 493 | PITTENGER & ANDERSON INC | $19.4M | 155,767 | −452 | trim |
| 494 | MILFORD FUNDS LTD | $19.3M | 155,623 | +155,623 | new |
| 495 | Cardinal Capital Management | $19.3M | 154,957 | +154,957 | new |
| 496 | OFI INVEST ASSET MANAGEMENT | $19.3M | 173,832 | −249,762 | trim |
| 497 | JAMES INVESTMENT RESEARCH, INC. | $19.0M | 153,209 | −12,164 | trim |
| 498 | ARS Wealth Advisors Group, LLC | $19.0M | 152,519 | −3,059 | trim |
| 499 | Atwater Malick LLC | $18.9M | 152,412 | −2,787 | trim |
| 500 | Focus Partners Advisor Solutions, LLC | $18.8M | 151,339 | −139,807 | trim |
Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
Congress ↔ notable managers · WMT
who in Congress disclosed purchases or sales beside which notable managers added or trimmedCongress · last 90 days
- Buyers
- 2 Gilbert Ray Cisneros, Jr. D–CA-31, Ro Khanna D–CA-17 $2K–$30K
- Sellers
- 2 Alan Armstrong R–OK, Richard McCormick R–GA-7 $16K–$65K
filed 2026-06-16 → 2026-09-14 · totals are statutory ranges
Notable managers · quarter ended 2026-03-31
- Adding
- 4 Gotham Asset Management, Tudor Investment Corp, Soros Fund Management, Moore Capital Management $77.7M held
- Trimming
- 2 Bridgewater Associates, Caxton Associates $31.3M held
new + add vs trim + exit, by shares · $ = reported value now, not the change · WALMART INC
| Date | Who | Change | Size |
|---|---|---|---|
| 2026-09-10 | Gilbert Ray Cisneros, Jr. Congress | Purchase | $1K–$15K |
| 2026-08-14 | Richard McCormick Congress | Sale | $1K–$15K |
| 2026-07-21 | Alan Armstrong Congress | Sale | $15K–$50K |
| 2026-07-06 | Ro Khanna Congress | Purchase | $1K–$15K |
| 2026-05-15 | Gotham Asset Management 13F | add | +11,795 sh |
| 2026-05-15 | Tudor Investment Corp 13F | add | +19,473 sh |
| 2026-05-15 | Soros Fund Management 13F | add | +45,355 sh |
| 2026-05-15 | Moore Capital Management 13F | new | +3,454 sh |
| 2026-05-15 | Bridgewater Associates 13F | trim | −16,802 sh |
| 2026-05-14 | Caxton Associates 13F | exit | −2,843 sh |
10 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade
60 members of Congress disclosed WMT — the congressional view ↗