Public record / Tickers / A

A — AGILENT TECHNOLOGIES, INC.

Both disclosure regimes on one name: who in Congress filed about A, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
27
all PTR rows naming A
Members · 12m
1
1 buys · 1 sells · by trade date
Latest PTR
08-05
filed 2026-08-05
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

James M. Inhofe · $50.0K–$100K

Sale · traded 2016-09-13 → filed 2016-10-20. Ranked over every A row by the provable lower bound, never a point estimate.

1 member · 1 buys / 1 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

6 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

11 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 11 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING A · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning A
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 2025-09-23 LATE·316d$1K–$15K
2026-08-05Julie Johnson D–TX-32Purchase · JT (jointly owned)Traded 2025-09-23 LATE·316d$1K–$15K
2026-08-05Tommy Tuberville R–ALSale · JT (jointly owned)Traded 2024-05-03 LATE·824d$1K–$15Kamendment pending
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 07-16 +28d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 27 ↗

Members active in A

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing A in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Julie Johnson D–TX-322−$14.0K to $14.0K4

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · A

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

Congress · last 90 days

Buyers
1 Julie Johnson D–TX-32 $1K–$15K
Sellers
2 Julie Johnson D–TX-32, Tommy Tuberville R–AL $2K–$30K

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

Notable managers · quarter ended 2026-03-31

new + add vs trim + exit, by shares · $ = reported value now, not the change · AGILENT TECHNOLOGIES INC

Merged timeline of congressional filings and notable-manager moves on A
DateWhoChangeSize
2026-08-05Julie Johnson CongressSale$1K–$15K
2026-08-05Julie Johnson CongressPurchase$1K–$15K
2026-08-05Tommy Tuberville CongressSale$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+3,415 sh
2026-05-15Bridgewater Associates 13Fadd+60,596 sh
2026-05-15Tudor Investment Corp 13Ftrim−130,050 sh
2026-05-14Caxton Associates 13Fexit−2,375 sh

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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of A for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$3.0B1
2VANGUARD CAPITAL MANAGEMENT LLC$2.1B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$1.6B1
4MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.5B1
5STATE STREET CORP$1.5B1
6GEODE CAPITAL MANAGEMENT, LLC$854M1
7WELLINGTON MANAGEMENT GROUP LLP$827M1
8DEUTSCHE BANK AG\$682M1
9MORGAN STANLEY$564M1
10STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$436M1
11NORTHERN TRUST CORP$422M1
12Pictet Asset Management Holding SA$399M1
13AQR CAPITAL MANAGEMENT LLC$339M1
14Bank of New York Mellon Corp$318M1
15CANTILLON CAPITAL MANAGEMENT LLC$313M1
16UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$302M1
17Troy Asset Management Ltd$275M1
18NORDEA INVESTMENT MANAGEMENT AB$267M1
19Invesco Ltd.$264M1
20Qube Research & Technologies Ltd$260M1
21Legal & General Group Plc$249M1
22DIMENSIONAL FUND ADVISORS LP$240M1
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$217M1
24CITADEL ADVISORS LLC$205M1
25WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$205M1
26D. E. Shaw & Co., Inc.$193M1
27BANK OF AMERICA CORP /DE/$186M1
28JUPITER ASSET MANAGEMENT LTD$182M1
29VANGUARD FIDUCIARY TRUST CO$181M1
30ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$164M1
31Findlay Park Partners LLP$155M1
32PRIMECAP MANAGEMENT CO/CA/$152M1
33Man Group plc$152M1
34Ilex Capital Partners (UK) LLP$138M1
35AMERIPRISE FINANCIAL INC$137M1
36Candriam S.C.A.$132M1
37Robeco Schweiz AG$127M1
38HSBC HOLDINGS PLC$124M1
39Amundi$123M1
40TD ASSET MANAGEMENT INC$117M1
41ALLIANCEBERNSTEIN L.P.$115M1
42DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$108M1
43Squarepoint Ops LLC$106M1
44VOLORIDGE INVESTMENT MANAGEMENT, LLC$105M1
45FMR LLC$104M1
46FRANKLIN RESOURCES INC$103M1
47WORLDQUANT MILLENNIUM ADVISORS LLC$103M1
48Nuveen, LLC$98.7M1
49LGT CAPITAL PARTNERS LTD.$96.3M1
50Swiss National Bank$94.8M1
51ROYAL BANK OF CANADA$94.5M1
52BARCLAYS PLC$91.0M1
53FIRST TRUST ADVISORS LP$89.6M1
54UBS Group AG$87.9M1
55SCHARF INVESTMENTS, LLC$86.6M1
56LAZARD ASSET MANAGEMENT LLC$86.2M1
57M&G Plc$82.2M1
58ENVESTNET ASSET MANAGEMENT INC$79.0M1
59MILLENNIUM MANAGEMENT LLC$78.3M1
60TWO SIGMA INVESTMENTS, LP$77.2M1
61SUMMITRY LLC$76.8M1
62BALYASNY ASSET MANAGEMENT L.P.$75.6M1
63Mitsubishi UFJ Asset Management Co., Ltd.$74.4M1
64Vanguard Global Advisers, LLC$70.5M1
65RAYMOND JAMES FINANCIAL INC$70.2M1
66Sumitomo Mitsui Trust Group, Inc.$70.2M1
67Champlain Investment Partners, LLC$69.5M1
68Madison Asset Management, LLC$69.3M1
69BNP Paribas Asset Management Holding S.A.$69.3M1
70PARNASSUS INVESTMENTS, LLC$66.9M1
71CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$66.7M1
72Universal- Beteiligungs- und Servicegesellschaft mbH$66.3M1
73FENIMORE ASSET MANAGEMENT INC$63.6M1
74NATIONAL BANK OF CANADA /FI/$61.2M1
75Quantinno Capital Management LP$60.1M1
76Harvest Portfolios Group Inc.$57.4M1
77VANGUARD ASSET MANAGEMENT, Ltd$56.0M1
78Freestone Grove Partners LP$54.1M1
79WELLS FARGO & COMPANY/MN$53.2M1
80EARNEST PARTNERS LLC$52.3M1
81National Pension Service$50.0M1
82Susquehanna Portfolio Strategies, LLC$41.1M1
83Allianz Asset Management GmbH$40.8M1
84PRINCIPAL FINANCIAL GROUP INC$40.1M1
85JENNISON ASSOCIATES LLC$39.1M1
86CITIGROUP INC$39.0M1
87DAVENPORT & Co LLC$37.8M1
88Swedbank AB$34.2M1
89RENAISSANCE TECHNOLOGIES LLC$34.2M1
90Northwest & Ethical Investments L.P.$34.2M1
91Aberdeen Group plc$33.9M1
92CANADA PENSION PLAN INVESTMENT BOARD$33.3M1
93Tidal Investments LLC$29.3M1
94DANSKE BANK A/S$28.4M1
95STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$27.6M1
96AVIVA PLC$27.6M1
97ASSETMARK, INC$26.4M1
98IEQ CAPITAL, LLC$25.6M1
99Allspring Global Investments Holdings, LLC$25.6M1
100BANK OF MONTREAL /CAN/$25.3M1
101Corient Private Wealth LLC$25.2M1
102VICTORY CAPITAL MANAGEMENT INC$25.0M1
103Ceredex Value Advisors LLC$24.3M1
104Select Equity Group, L.P.$23.9M1
105PANAGORA ASSET MANAGEMENT INC$23.3M1
106DKRT Investments Corp.$22.8M1
107Fiera Capital Corp$22.5M1
108Foresight Group Ltd Liability Partnership$22.3M1
109Epoch Investment Partners, Inc.$22.1M1
110PRUDENTIAL FINANCIAL INC$21.3M1
111Meridiem Capital Partners LP$21.1M1
112Korea Investment CORP$20.5M1
113AMERICAN CENTURY COMPANIES INC$20.4M1
114GODSEY & GIBB, INC$19.8M1
115HighTower Advisors, LLC$19.5M1
116NEW YORK STATE COMMON RETIREMENT FUND$19.0M1
117Calamos Advisors LLC$18.6M1
118Gotham Asset Management, LLC$18.4M1
119Polar Capital Holdings Plc$18.4M1
120TUDOR INVESTMENT CORP ET AL$18.2M1
121NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$18.2M1
122J. Safra Sarasin Holding AG$18.1M1
123Cerity Partners LLC$17.6M1
124CREDIT AGRICOLE S A$17.5M1
125STATE OF WISCONSIN INVESTMENT BOARD$17.3M1
126PACIFIC HEIGHTS ASSET MANAGEMENT LLC$17.1M1
127MANUFACTURERS LIFE INSURANCE COMPANY, THE$17.0M1
128CLIFFORD SWAN INVESTMENT COUNSEL LLC$16.4M1
129Mitsubishi UFJ Trust & Banking Corp$16.3M1
130Vanguard Investments Australia, Ltd.$16.1M1
131Chevy Chase Trust Holdings, LLC$16.0M1
132Jefferies Financial Group Inc.$15.8M1
133Eurizon Capital SGR S.p.A.$15.8M1
134Focus Partners Wealth$15.8M1
135ROYAL LONDON ASSET MANAGEMENT LTD$15.3M1
136Schonfeld Strategic Advisors LLC$15.1M1
137NOESIS CAPITAL MANGEMENT CORP$15.1M1
138WINTON GROUP Ltd$14.8M1
139BANK OF NOVA SCOTIA$14.7M1
140Zurcher Kantonalbank (Zurich Cantonalbank)$14.5M1
141APG Asset Management N.V.$14.3M1
142LPL Financial LLC$14.2M1
143TORONTO DOMINION BANK$14.1M1
144Ensign Peak Advisors, Inc$14.1M1
145Asset Management One Co., Ltd.$14.0M1
146Creative Planning$13.9M1
147Quantbot Technologies LP$13.7M1
148Osmosis Investment Management UK Ltd$13.3M1
149Engineers Gate Manager LP$13.1M1
150BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$12.7M1
151S.E.E.D. Planning Group LLC$12.6M1
152FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$12.3M1
153Blue Door Asset Management, LLC$12.3M1
154NISSAY ASSET MANAGEMENT CORP /JAPAN$12.3M1
155KLP KAPITALFORVALTNING AS$12.1M1
156FRONTIER CAPITAL MANAGEMENT CO LLC$12.0M1
157Qsemble Capital Management, LP$11.9M1
158SEI INVESTMENTS CO$11.8M1
159Leeward Investments, LLC - MA$11.6M1
160Andra AP-fonden$11.6M1
161VOYA INVESTMENT MANAGEMENT LLC$11.3M1
162NOMURA ASSET MANAGEMENT CO LTD$11.0M1
163State of New Jersey Common Pension Fund D$10.9M1
164STOREBRAND ASSET MANAGEMENT AS$10.9M1
165LMCG INVESTMENTS, LLC$10.7M1
166Lansforsakringar Fondforvaltning AB (publ)$10.4M1
167NISA INVESTMENT ADVISORS, LLC$10.3M1
168Resona Asset Management Co.,Ltd.$10.3M1
169Mariner, LLC$10.2M1
170WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$9.8M1
171Daiwa Securities Group Inc.$9.7M1
172CWM, LLC$9.5M1
173Y-Intercept (Hong Kong) Ltd$9.4M1
174CIBC Bancorp USA Inc.$9.3M1
175MACKENZIE FINANCIAL CORP$9.2M1
176Swiss Life Asset Management Ltd$9.1M1
177ExodusPoint Capital Management, LP$9.1M1
178Arizona State Retirement System$8.8M1
179Czech National Bank$8.8M1
180Aquatic Capital Management LLC$8.7M1
181ICICI Prudential Asset Management Co Ltd$8.6M1
182Cardinal Capital Management$8.6M1
183MERCER GLOBAL ADVISORS INC /ADV$8.5M1
184STATE OF MICHIGAN RETIREMENT SYSTEM$8.4M1
185Bridgewater Associates, LP$8.4M1
186GATEWAY INVESTMENT ADVISERS LLC$8.3M1
187Capricorn Fund Managers Ltd$8.2M1
188TWINBEECH CAPITAL LP$7.8M1
189CIBC Asset Management Inc$7.7M1
190FIRST MANHATTAN CO. LLC.$7.7M1
191Varma Mutual Pension Insurance Co$7.7M1
192Tredje AP-fonden$7.5M1
193MetLife Investment Management, LLC$7.5M1
194COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$7.5M1
195SCHRODER INVESTMENT MANAGEMENT GROUP$7.5M1
196Robeco Institutional Asset Management B.V.$7.4M1
197FIFTH THIRD BANCORP$7.3M1
198Rockefeller Capital Management L.P.$7.2M1
199KORNITZER CAPITAL MANAGEMENT INC /KS$7.1M1
200Advisors Capital Management, LLC$7.0M1
201Lombard Odier Asset Management (Europe) Ltd$6.9M1
202JANE STREET GROUP, LLC$6.9M1
203HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$6.9M1
204DnB Asset Management AS$6.9M1
205Live Oak Private Wealth LLC$6.9M1
206SUSQUEHANNA INTERNATIONAL GROUP, LLP$6.9M1
207Retirement Systems of Alabama$6.8M1
208Mirae Asset Global Investments Co., Ltd.$6.8M1
209Baird Financial Group, Inc.$6.8M1
210Azimuth Capital Investment Management LLC$6.7M1
211USS Investment Management Ltd$6.5M1
212IFM Investors Pty Ltd$6.4M1
213SEB Asset Management AB$6.3M1
214OPPENHEIMER ASSET MANAGEMENT INC.$6.3M1
215Weiss Asset Management LP$6.2M1
216US BANCORP \DE\$6.1M1
217OP Asset Management Ltd$6.0M1
218STIFEL FINANCIAL CORP$6.0M1
219XPONANCE LLC$5.8M1
220MML INVESTORS SERVICES, LLC$5.8M1
221Verition Fund Management LLC$5.8M1
222Generali Asset Management SPA SGR$5.7M1
223FLPUTNAM INVESTMENT MANAGEMENT CO$5.6M1
224ASR Vermogensbeheer N.V.$5.5M1
225Aware Super Pty Ltd as trustee of Aware Super$5.3M1
226Cetera Investment Advisers$5.3M1
227Utah Retirement Systems$5.3M1
228PRENTISS SMITH & CO INC$5.3M1
229QRG CAPITAL MANAGEMENT, INC.$5.3M1
230Sitrin Capital Management LLC$5.2M1
231PUBLIC SECTOR PENSION INVESTMENT BOARD$5.2M1
232NEOS Investment Management LLC$5.2M1
233Vontobel Holding Ltd.$5.2M1
234BROWN ADVISORY INC$5.0M1
235ProShare Advisors LLC$4.9M1
236Elo Mutual Pension Insurance Co$4.9M1
237Sumitomo Mitsui DS Asset Management Company, Ltd$4.8M1
238O'SHAUGHNESSY ASSET MANAGEMENT, LLC$4.8M1
239Assenagon Asset Management S.A.$4.8M1
240NEW YORK LIFE INVESTMENT MANAGEMENT LLC$4.8M1
241Sequoia Financial Advisors, LLC$4.8M1
242Graham Capital Management, L.P.$4.8M1
243Rakuten Investment Management, Inc.$4.7M1
244Connor, Clark & Lunn Investment Management Ltd.$4.7M1
245Vanguard Personalized Indexing Management, LLC$4.7M1
246KENNEDY CAPITAL MANAGEMENT LLC$4.7M1
247FIL Ltd$4.7M1
248Stratos Wealth Partners, LTD.$4.5M1
249Groupe la Francaise$4.5M1
250INTECH INVESTMENT MANAGEMENT LLC$4.4M1
251LOUISBOURG INVESTMENTS INC.$4.3M1
252Sone Capital Management, LLC$4.3M1
253COMMONWEALTH EQUITY SERVICES, LLC$4.2M1
254BAMCO INC /NY/$4.2M1
255MACQUARIE GROUP LTD$4.1M1
256Empowered Funds, LLC$4.1M1
257Brevan Howard Capital Management LP$4.1M1
258Janus Henderson Group Ltd.$4.1M1
259Baker Avenue Asset Management, LP$4.1M1
260TRUIST FINANCIAL CORP$4.0M1
261Bell Asset Management Ltd$3.8M1
262Modera Wealth Management, LLC$3.8M1
263NUANCE INVESTMENTS, LLC$3.8M1
264NATIXIS$3.7M1
265OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.7M1
266Bryn Mawr Trust Advisors, LLC$3.7M1
267NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$3.6M1
268Crossmark Global Holdings, Inc.$3.6M1
269CIBC WORLD MARKET INC.$3.6M1
270Federation des caisses Desjardins du Quebec$3.5M1
271MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.4M1
272MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.4M1
273Paradiem, LLC$3.4M1
274UniSuper Management Pty Ltd$3.3M1
275KEYBANK NATIONAL ASSOCIATION/OH$3.3M1
2762Xideas AG$3.3M1
277YOUSIF CAPITAL MANAGEMENT, LLC$3.2M1
278Avanza Fonder AB$3.2M1
279CAPITOLIS LIQUID GLOBAL MARKETS LLC$3.1M1
280Pathstone Holdings, LLC$3.0M1
281Kenora Financial, LLC$3.0M1
282Watchman Group, Inc.$2.9M1
283Edgestream Partners, L.P.$2.9M1
284Rhenman & Partners Asset Management AB$2.8M1
285Ancora Advisors LLC$2.8M1
286MISSION WEALTH MANAGEMENT, LP$2.7M1
287Magnetar Financial LLC$2.7M1
288NAPLES GLOBAL ADVISORS, LLC$2.6M1
289Machina Capital S.A.S.$2.5M1
290Lido Advisors, LLC$2.5M1
291OSAIC HOLDINGS, INC.$2.5M1
292XTX Topco Ltd$2.5M1
293Rafferty Asset Management, LLC$2.5M1
294UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$2.5M1
295COMMERCE BANK$2.5M1
296Morningstar Investment Management LLC$2.4M1
297M&T BANK CORP$2.3M1
298Wealthfront Advisers LLC$2.3M1
299Investment Management Corp of Ontario$2.3M1
300ASHTON THOMAS SECURITIES, LLC$2.3M1
301Bank Julius Baer & Co. Ltd, Zurich$2.2M1
302Knollwood Investment Advisory, LLC$2.2M1
303Phoenix Financial Ltd.$2.2M1
304REGIONS FINANCIAL CORP$2.2M1
305Linscomb Wealth, Inc.$2.2M1
306Prospera Financial Services Inc$2.1M1
307Stone Summit Wealth LLC$2.1M1
308Vident Advisory, LLC$2.1M1
309Summit Trail Advisors, LLC$2.1M1
310Jain Global LLC$2.1M1
311BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2.0M1
312NewEdge Advisors, LLC$2.0M1
313BONNESS ENTERPRISES INC$2.0M1
314MASTERINVEST Kapitalanlage GmbH$2.0M1
315Old West Investment Management, LLC$2.0M1
316EDMOND DE ROTHSCHILD HOLDING S.A.$1.9M1
317MIZUHO SECURITIES USA LLC$1.9M1
318Bleakley Financial Group, LLC$1.9M1
319Norinchukin Bank, The$1.9M1
320Ethic Inc.$1.9M1
321Callan Family Office, LLC$1.9M1
322HARTFORD INVESTMENT MANAGEMENT CO$1.8M1
323OMERS ADMINISTRATION Corp$1.8M1
324AXQ CAPITAL, LP$1.8M1
325Kintegral Advisory, LLC$1.8M1
326Zurich Insurance Group Ltd/FI$1.8M1
327Mediolanum International Funds Ltd$1.8M1
328&PARTNERS$1.7M1
329AE Wealth Management LLC$1.7M1
330HB Wealth Management, LLC$1.7M1
331Orion Porfolio Solutions, LLC$1.7M1
332PRUDENTIAL PLC$1.7M1
333Advisors Asset Management, Inc.$1.7M1
334AG2R LA MONDIALE GESTION D'ACTIFS$1.7M1
335Mengis Capital Management, Inc.$1.7M1
336Maryland State Retirement & Pension System$1.7M1
337Envestnet Portfolio Solutions, Inc.$1.6M1
338Carmel Capital Partners, LLC$1.6M1
339Metis Global Partners, LLC$1.6M1
340EXCHANGE TRADED CONCEPTS, LLC$1.5M1
341Allworth Financial LP$1.5M1
342JOHN G ULLMAN & ASSOCIATES INC$1.5M1
343Laird Norton Wetherby Trust Company, LLC$1.5M1
344Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$1.5M1
345Lombard Odier Asset Management (Switzerland) SA$1.5M1
346BDF-GESTION$1.5M1
347Merit Financial Group, LLC$1.5M1
348Sanctuary Advisors, LLC$1.5M1
349VCI Wealth Management LLC$1.5M1
350Atria Investments, Inc$1.5M1
351Pallas Capital Advisors LLC$1.4M1
352Focus Partners Advisor Solutions, LLC$1.4M1
353BENJAMIN EDWARDS INC$1.4M1
354QUADRANT CAPITAL GROUP LLC$1.4M1
355Brooklyn Investment Group$1.4M1
356LECAP ASSET MANAGEMENT LTD$1.4M1
357AIA Group Ltd$1.3M1
358CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$1.3M1
359MUFG Securities EMEA plc$1.3M1
360KING LUTHER CAPITAL MANAGEMENT CORP$1.3M1
361TOKIO MARINE ASSET MANAGEMENT CO LTD$1.3M1
362Polymer Capital Management (US) LLC$1.3M1
363Walleye Trading LLC$1.3M1
364Banque Cantonale Vaudoise$1.3M1
365Norman Fields, Gottscho Capital Management, LLC$1.3M1
366SANDLER CAPITAL MANAGEMENT$1.2M1
367BLAIR WILLIAM & CO/IL$1.2M1
368ABN AMRO INVESTMENT SOLUTIONS$1.2M1
369OSSIAM$1.2M1
370Dai-ichi Life Insurance Company, Ltd$1.2M1
371Saudi Central Bank$1.2M1
372EP Wealth Advisors, LLC$1.2M1
373Chicago Partners Investment Group LLC$1.2M1
374VEGA INVESTMENT SOLUTIONS$1.2M1
375Sierra Legacy Group$1.2M1
376Empirical Finance, LLC$1.1M1
377Arjuna Capital$1.1M1
378FULLER & THALER ASSET MANAGEMENT, INC.$1.1M1
379Sterling Capital Management LLC$1.1M1
380SummitTX Capital, L.P.$1.1M1
381Compagnie Lombard Odier SCmA$1.1M1
382OPPENHEIMER & CO INC$1.1M1
383Towne Trust Company, N.A$1.1M1
384PICTON MAHONEY ASSET MANAGEMENT$1.1M1
385Diversified Trust Co$1.1M1
386Chesley Taft & Associates LLC$1.0M1
387GLENMEDE TRUST CO NA$1.0M1
388Caprock Group, LLC$1.0M1
389FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$1.0M1
390Kestra Advisory Services, LLC$964K1
391BAHL & GAYNOR INC$959K1
392Encompass More Asset Management$953K1
393CHOREO, LLC$943K1
394North Dakota State Investment Board$939K1
395MAI Capital Management$939K1
396GREENLEAF TRUST$917K1
397INVESTMENT HOUSE LLC$906K1
398Texas Capital Bank Wealth Management Services Inc$904K1
399UNITED CAPITAL FINANCIAL ADVISORS, LLC$899K1
400ALBION FINANCIAL GROUP /UT$892K1
401MUFG SECURITIES AMERICAS INC.$892K1
402American Assets Investment Management, LLC$883K1
403Meeder Advisory Services, Inc.$877K1
404SECURIAN ASSET MANAGEMENT, INC$867K1
405EVOLVE PRIVATE WEALTH, LLC$863K1
406Larson Financial Group LLC$855K1
407Tower Research Capital LLC (TRC)$853K1
408Brown Shipley& Co Ltd$838K1
409FULTON BANK, N.A.$836K1
410Kelsey Financial, LLC$834K1
411Steward Partners Investment Advisory, LLC$821K1
412Vise Technologies, Inc.$820K1
413Apollon Wealth Management, LLC$819K1
414TEACHER RETIREMENT SYSTEM OF TEXAS$813K1
415CAMELOT TECHNOLOGY ADVISORS, INC.$813K1
416UNIVEST FINANCIAL Corp$804K1
417OneDigital Investment Advisors LLC$780K1
418Krilogy Financial LLC$775K1
419MGO ONE SEVEN LLC$770K1
420Avidian Wealth Enterprises, LLC$763K1
421Plato Investment Management Ltd$754K1
422Private Advisor Group, LLC$753K1
423Vinva Investment Management Ltd$742K1
424AMF Tjanstepension AB$732K1
425OpenArc Corporate Advisory, LLC$725K1
426Bridgefront Capital, LLC$719K1
427Marex Group Ltd$716K1
428PRINCIPAL SECURITIES, INC.$708K1
429NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$703K1
430TRITONPOINT WEALTH, LLC$702K1
431Dorsey & Whitney Trust CO LLC$687K1
432STEPHENS INC /AR/$679K1
433OFI INVEST ASSET MANAGEMENT$678K1
434Penobscot Investment Management Company, Inc.$676K1
435JLB & ASSOCIATES INC$673K1
436Mutual Advisors, LLC$664K1
437Beacon Pointe Advisors, LLC$652K1
438WADDELL & ASSOCIATES, LLC$651K1
439BOOTHBAY FUND MANAGEMENT, LLC$648K1
440SYM FINANCIAL Corp$643K1
441Bull Harbor Capital LLC$637K1
442World Investment Advisors$636K1
443COLDSTREAM CAPITAL MANAGEMENT INC$636K1
444Union Bancaire Privee, UBP SA$635K1
445NorthCrest Asset Manangement, LLC$629K1
446PKO Investment Management Joint-Stock Co$627K1
447Lineweaver Wealth Advisors, LLC$623K1
448Snowden Capital Advisors LLC$617K1
449Siemens Fonds Invest GmbH$611K1
450nVerses Capital, LLC$602K1
451NLB Skladi, upravljanje premozenja, d.o.o.$597K1
452HOHIMER WEALTH MANAGEMENT, LLC$596K1
453Wedmont Private Capital$591K1
454KCM INVESTMENT ADVISORS LLC$589K1
455Coastline Trust Co$588K1
456BSW Wealth Partners$584K1
457TD Waterhouse Canada Inc.$572K1
458RBF Capital, LLC$570K1
459SUVRETTA CAPITAL MANAGEMENT, LLC$569K1
460GFS Advisors, LLC$562K1
461Quintet Private Bank (Europe) S.A.$561K1
462GUGGENHEIM CAPITAL LLC$551K1
463Frec Markets, Inc.$546K1
464Savant Capital, LLC$541K1
465FIDUCIARY TRUST CO$536K1
466SIGNATUREFD, LLC$536K1
467Waverly Advisors, LLC$535K1
468NewEdge Wealth, LLC$533K1
469Cresset Asset Management, LLC$530K1
470D.A. DAVIDSON & CO.$529K1
471TEMA ETFS LLC$527K1
472CI INVESTMENTS INC.$515K1
473UMB Bank, n.a.$511K1
474Werba Rubin Papier Wealth Management$505K1
475Ashton Thomas Private Wealth, LLC$503K1
476Optiver Holding B.V.$496K1
477WESTPAC BANKING CORP$496K1
478Arax Advisory Partners$494K1
479EntryPoint Capital, LLC$492K1
480Composition Wealth, LLC$489K1
481CITIZENS FINANCIAL GROUP INC/RI$489K1
482KPP Advisory Services LLC$488K1
483Ballentine Partners, LLC$482K1
484ELEVATION WEALTH PARTNERS, LLC$481K1
485Smartleaf Asset Management LLC$480K1
486VestGen Advisors, LLC$477K1
487Banco BTG Pactual S.A.$474K1
488MONTGOMERY INVESTMENT MANAGEMENT INC$473K1
489Bell Investment Advisors, Inc$469K1
490Freestone Capital Holdings, LLC$467K1
491Itau Unibanco Holding S.A.$463K1
492Compass Ion Advisors, LLC$462K1
493PEAK6 LLC$459K1
494Alphadyne Asset Management LP$453K1
495SITTNER & NELSON, LLC$446K1
496Aaron Wealth Advisors LLC$442K1
497Parcion Private Wealth LLC$440K1
498DAYMARK WEALTH PARTNERS, LLC$436K1
499EVOKE WEALTH, LLC$431K1
500E Fund Management Co., Ltd.$426K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 1 sell
Congress net ($ bound)−$14.0K to $14.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on A

RETAINED WINDOW · ACTIVE HITS

Zero hits on A in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for A · financials and macro

Financials — as filed PLANNED

A's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: A on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing