Public record / Tickers / AA

AA — Alcoa Corp

Both disclosure regimes on one name: who in Congress filed about AA, 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
37
all PTR rows naming AA
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
01-13
filed 2026-01-13
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

Tommy Tuberville · $100K–$250K

Sale · traded 2021-10-18 → filed 2021-11-10. Ranked over every AA row by the provable lower bound, never a point estimate.

No member disclosed AA in the trailing 12 months

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

12 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

1 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. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING AA · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning AA
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-01-13Julia Letlow R–LA-5PurchaseTraded 2024-10-23 LATE·447d$1K–$15K
2022-10-12Virginia Foxx R–NC-5Sale · JT (jointly owned)Traded 09-28 +14d$15K–$50K
2022-10-12Virginia Foxx R–NC-5Purchase · JT (jointly owned)Traded 09-01 +41d$1K–$15K
2022-09-08Virginia Foxx R–NC-5Purchase · JT (jointly owned)Traded 08-31 +8d$1K–$15K
2022-09-08Virginia Foxx R–NC-5Purchase · JT (jointly owned)Traded 08-30 +9d$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 37 ↗

Members active in AA

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed AA in the trailing 12 months.

Congress ↔ notable managers · AA

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

Congress · last 90 days

Buyers
0
Sellers
0

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

Notable managers · quarter ended 2026-03-31

Trimming
1 Caxton Associates $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · ALCOA CORP

Merged timeline of congressional filings and notable-manager moves on AA
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+34,281 sh
2026-05-15Tudor Investment Corp 13Fnew+357,151 sh
2026-05-15Moore Capital Management 13Fnew+115,402 sh
2026-05-15Bridgewater Associates 13Fnew+57,371 sh
2026-05-15Soros Fund Management 13Fnew+6,482 sh
2026-05-15Duquesne Family Office 13Fadd+117,340 sh
2026-05-14Caxton Associates 13Fexit−12,832 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 AA for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.9B1
2EAGLE CAPITAL MANAGEMENT LLC$935M1
3FMR LLC$853M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$839M1
5VANGUARD CAPITAL MANAGEMENT LLC$781M1
6STATE STREET CORP$722M1
7DIMENSIONAL FUND ADVISORS LP$572M1
8GEODE CAPITAL MANAGEMENT, LLC$394M1
9AQR CAPITAL MANAGEMENT LLC$343M1
10MORGAN STANLEY$272M1
11Invesco Ltd.$241M1
12D. E. Shaw & Co., Inc.$240M1
13Bank of New York Mellon Corp$208M1
14NORTHERN TRUST CORP$147M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$140M1
16AGF MANAGEMENT LTD$138M1
17Amundi$133M1
18MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$127M1
19VANGUARD FIDUCIARY TRUST CO$107M1
20Tidal Investments LLC$102M1
21MACKENZIE FINANCIAL CORP$99.7M1
22Qube Research & Technologies Ltd$92.2M1
23PANAGORA ASSET MANAGEMENT INC$92.0M1
24Temasek Holdings (Private) Ltd$86.3M1
25Maple Rock Capital Partners Inc.$59.9M1
26BANK OF AMERICA CORP /DE/$59.4M1
27VICTORY CAPITAL MANAGEMENT INC$56.2M1
28Holocene Advisors, LP$56.0M1
29CITADEL ADVISORS LLC$55.0M1
30ALLIANCEBERNSTEIN L.P.$51.3M1
31MASSACHUSETTS FINANCIAL SERVICES CO /MA/$49.0M1
32RHUMBLINE ADVISERS$45.8M1
33Global Alpha Capital Management Ltd.$45.7M1
34Oxbow Capital Management (HK) Ltd$45.4M1
35UBS Group AG$44.2M1
36Gotham Asset Management, LLC$42.5M1
37UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$40.5M1
38Encompass Capital Advisors LLC$40.1M1
39RENAISSANCE TECHNOLOGIES LLC$39.7M1
40SEI INVESTMENTS CO$38.4M1
41PRINCIPAL FINANCIAL GROUP INC$38.3M1
42COOKSON PEIRCE & CO INC$37.1M1
43CAPSTONE INVESTMENT ADVISORS, LLC$36.1M1
44Retirement Systems of Alabama$35.6M1
45FEDERATED HERMES, INC.$34.6M1
46Swiss National Bank$34.0M1
47Man Group plc$33.7M1
48Assenagon Asset Management S.A.$32.8M1
49CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$30.6M1
50FIRST TRUST ADVISORS LP$29.1M1
51WELLINGTON MANAGEMENT GROUP LLP$27.6M1
52ROYAL BANK OF CANADA$27.2M1
53Nuveen, LLC$26.4M1
54NORDEA INVESTMENT MANAGEMENT AB$26.2M1
55IEQ CAPITAL, LLC$25.5M1
56TUDOR INVESTMENT CORP ET AL$23.7M1
57Regal Partners Ltd$23.6M1
58Legal & General Group Plc$22.5M1
59ENVESTNET ASSET MANAGEMENT INC$21.7M1
60AMERIPRISE FINANCIAL INC$21.1M1
61HSBC HOLDINGS PLC$20.3M1
62BW Gestao de Investimentos Ltda.$20.1M1
63ZACKS INVESTMENT MANAGEMENT$19.7M1
64MILLENNIUM MANAGEMENT LLC$18.8M1
65BARCLAYS PLC$18.0M1
66WELLS FARGO & COMPANY/MN$17.7M1
67GENDELL JEFFREY L$16.8M1
68NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$16.0M1
69Daiwa Securities Group Inc.$15.7M1
70FRANKLIN RESOURCES INC$15.6M1
71Mountaineer Partners Management, LLC$15.5M1
72MANUFACTURERS LIFE INSURANCE COMPANY, THE$15.4M1
73Quadrature Capital Ltd$15.2M1
74Mariner, LLC$15.2M1
75RAYMOND JAMES FINANCIAL INC$15.2M1
76NEW YORK STATE COMMON RETIREMENT FUND$15.0M1
77Aquatic Capital Management LLC$14.8M1
78Old West Investment Management, LLC$14.7M1
79Cerity Partners LLC$13.5M1
80BANK OF MONTREAL /CAN/$13.3M1
81VANGUARD ASSET MANAGEMENT, Ltd$13.3M1
82TWO SIGMA INVESTMENTS, LP$12.5M1
83LPL Financial LLC$12.3M1
84Rokos Capital Management LLP$12.0M1
85ADAGE CAPITAL PARTNERS GP, L.L.C.$11.9M1
86STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$11.9M1
87Banco Santander, S.A.$10.9M1
88Janus Henderson Group Ltd.$10.3M1
89SPX Gestao de Recursos Ltda$10.3M1
90CWM, LLC$10.2M1
91CREDIT AGRICOLE S A$10.1M1
92Maven Securities LTD$10.0M1
93Walleye Capital LLC$9.2M1
94New Age Alpha Advisors, LLC$9.1M1
95Universal- Beteiligungs- und Servicegesellschaft mbH$9.1M1
96O'SHAUGHNESSY ASSET MANAGEMENT, LLC$8.9M1
97STATE OF WISCONSIN INVESTMENT BOARD$8.9M1
98Impala Asset Management LLC$8.6M1
99MetLife Investment Management, LLC$8.4M1
100CANADA PENSION PLAN INVESTMENT BOARD$8.3M1
101CITIGROUP INC$8.2M1
102Zurcher Kantonalbank (Zurich Cantonalbank)$8.2M1
103MERCER GLOBAL ADVISORS INC /ADV$8.1M1
104Boston Partners$8.0M1
105Y-Intercept (Hong Kong) Ltd$8.0M1
106Eurizon Capital SGR S.p.A.$7.9M1
107Empowered Funds, LLC$7.8M1
108Creative Planning$7.7M1
109MOORE CAPITAL MANAGEMENT, LP$7.7M1
110HANCOCK WHITNEY CORP$7.5M1
111Vanguard Global Advisers, LLC$7.4M1
112FengHe Fund Management Pte. Ltd.$7.3M1
113FIL Ltd$7.3M1
114ExodusPoint Capital Management, LP$7.2M1
115Federation des caisses Desjardins du Quebec$7.2M1
116FLPUTNAM INVESTMENT MANAGEMENT CO$6.9M1
117MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$6.6M1
118Grantham, Mayo, Van Otterloo & Co. LLC$6.5M1
119FORA Capital, LLC$6.4M1
120Cetera Investment Advisers$6.3M1
121Financial Sense Advisors, Inc.$6.2M1
122GLENMEDE TRUST CO NA$6.2M1
123Ruffer LLP$6.2M1
124MACQUARIE GROUP LTD$6.1M1
125WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6.1M1
126State of New Jersey Common Pension Fund D$6.0M1
127Trek Financial, LLC$6.0M1
128Lombard Odier Asset Management (Europe) Ltd$6.0M1
129Riggs Asset Managment Co. Inc.$5.9M1
130Robinhood Asset Management, LLC$5.9M1
131XTX Topco Ltd$5.8M1
132QSM Asset Management Ltd$5.8M1
133PRUDENTIAL FINANCIAL INC$5.8M1
134INTECH INVESTMENT MANAGEMENT LLC$5.7M1
135BALYASNY ASSET MANAGEMENT L.P.$5.7M1
136PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$5.4M1
137YOUSIF CAPITAL MANAGEMENT, LLC$5.4M1
138Woodline Partners LP$5.4M1
139Aperture Investors, LLC$5.0M1
140VOYA INVESTMENT MANAGEMENT LLC$5.0M1
141American Assets Investment Management, LLC$5.0M1
142HighTower Advisors, LLC$4.9M1
143AMERICAN CENTURY COMPANIES INC$4.7M1
144Arizona State Retirement System$4.7M1
145Lighthouse Investment Partners, LLC$4.7M1
146STOREBRAND ASSET MANAGEMENT AS$4.6M1
147Alphadyne Asset Management LP$4.5M1
148GREAT LAKES ADVISORS, LLC$4.5M1
149CI INVESTMENTS INC.$4.5M1
150Wakefield Asset Management LLLP$4.4M1
151WINTON GROUP Ltd$4.4M1
152DEUTSCHE BANK AG\$4.3M1
153Vanguard Investments Australia, Ltd.$4.3M1
154SCHRODER INVESTMENT MANAGEMENT GROUP$4.3M1
155COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.3M1
156Polymer Capital Management (US) LLC$4.2M1
157FIFTH THIRD BANCORP$4.2M1
158STATE OF MICHIGAN RETIREMENT SYSTEM$4.1M1
159Bank Julius Baer & Co. Ltd, Zurich$4.1M1
160Cyndeo Wealth Partners, LLC$4.1M1
161Allspring Global Investments Holdings, LLC$4.1M1
162Vontobel Holding Ltd.$4.1M1
163Moran Wealth Management, LLC$4.0M1
164GROUP ONE TRADING LLC$4.0M1
165Quantinno Capital Management LP$3.9M1
166RITHOLTZ WEALTH MANAGEMENT$3.9M1
167KLP KAPITALFORVALTNING AS$3.9M1
168Rockefeller Capital Management L.P.$3.9M1
169Atom Investors LP$3.9M1
170NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$3.8M1
171Bridgewater Associates, LP$3.8M1
172Ameritas Investment Partners, Inc.$3.8M1
173COMMONWEALTH EQUITY SERVICES, LLC$3.8M1
174Focus Partners Wealth$3.7M1
175D.A. DAVIDSON & CO.$3.6M1
176Jain Global LLC$3.5M1
177OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.5M1
178CIBC Bancorp USA Inc.$3.4M1
179Hudson Bay Capital Management LP$3.4M1
180Mitsubishi UFJ Trust & Banking Corp$3.3M1
181Brendel Financial Advisors LLC$3.2M1
182Mubadala Investment Co PJSC$3.2M1
183Hartree Partners, LP$3.2M1
184Catalyst Capital Advisors LLC$3.0M1
185LEUTHOLD GROUP, LLC$3.0M1
186IMC-Chicago, LLC$2.9M1
187Engineers Gate Manager LP$2.9M1
188Pictet Asset Management Holding SA$2.8M1
189SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.8M1
190STIFEL FINANCIAL CORP$2.8M1
191MML INVESTORS SERVICES, LLC$2.7M1
192CIBC WORLD MARKET INC.$2.7M1
193Brevan Howard Capital Management LP$2.7M1
194Prospera Financial Services Inc$2.6M1
195Vident Advisory, LLC$2.5M1
196Merit Financial Group, LLC$2.5M1
197Empirical Finance, LLC$2.5M1
198Vanguard Personalized Indexing Management, LLC$2.4M1
199DRW Securities, LLC$2.4M1
200Baader Bank Aktiengesellschaft$2.4M1
201TRUIST FINANCIAL CORP$2.3M1
202Fluent Financial, LLC$2.2M1
203NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.2M1
204XPONANCE LLC$2.1M1
205TEACHER RETIREMENT SYSTEM OF TEXAS$2.1M1
206BNP Paribas Asset Management Holding S.A.$2.1M1
207Advisors Asset Management, Inc.$2.0M1
208PRELUDE CAPITAL MANAGEMENT, LLC$2.0M1
209OSAIC HOLDINGS, INC.$2.0M1
210Parallax Volatility Advisers, L.P.$2.0M1
211Lido Advisors, LLC$1.9M1
212NLB Skladi, upravljanje premozenja, d.o.o.$1.9M1
213NATIONAL BANK OF CANADA /FI/$1.9M1
214Convergence Investment Partners, LLC$1.8M1
215Kestra Advisory Services, LLC$1.8M1
216EVERGREEN CAPITAL MANAGEMENT LLC$1.7M1
217Schonfeld Strategic Advisors LLC$1.7M1
218Focus Partners Advisor Solutions, LLC$1.7M1
219XY Capital Ltd$1.7M1
220Advisors Preferred, LLC$1.6M1
221Private Advisor Group, LLC$1.6M1
222QUADRANT CAPITAL GROUP LLC$1.5M1
223RFG Advisory, LLC$1.5M1
224Caitong International Asset Management Co., Ltd$1.5M1
225Concentric Capital Strategies, LP$1.5M1
226Perigon Wealth Management, LLC$1.5M1
227Twin Tree Management, LP$1.5M1
228GATEWAY INVESTMENT ADVISERS LLC$1.5M1
229Krilogy Financial LLC$1.5M1
230Swiss Life Asset Management Ltd$1.5M1
231Pallas Capital Advisors LLC$1.4M1
232Pathstone Holdings, LLC$1.4M1
233Aberdeen Group plc$1.4M1
234NOMURA HOLDINGS INC$1.4M1
235Marex Group Ltd$1.4M1
236Summit Trail Advisors, LLC$1.4M1
237J. Safra Sarasin Holding AG$1.4M1
238CLOVERFIELDS CAPITAL GROUP, LP$1.3M1
239NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.3M1
240MGO ONE SEVEN LLC$1.3M1
241SECURIAN ASSET MANAGEMENT, INC$1.3M1
242JANE STREET GROUP, LLC$1.3M1
243HMS Capital Management, LLC$1.2M1
244HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$1.2M1
245NATIXIS$1.2M1
246FOUNDATIONS INVESTMENT ADVISORS, LLC$1.1M1
247M&T BANK CORP$1.1M1
248Altshuler Shaham Ltd$1.1M1
249Brooklyn Investment Group$1.1M1
250Ensign Peak Advisors, Inc$1.1M1
251Walser Wealth Management Company, A Ltd Liability Co$1.1M1
252Baird Financial Group, Inc.$1.1M1
253Jefferies Financial Group Inc.$1.1M1
254Sendero Wealth Management, LLC$1.1M1
255MARTINGALE ASSET MANAGEMENT L P$1.1M1
256Cambria Investment Management, L.P.$1.1M1
257KESTRA PRIVATE WEALTH SERVICES, LLC$1.0M1
258Edgestream Partners, L.P.$1.0M1
259Recurrent Investment Advisors LLC$1.0M1
260COMMERCE BANK$1.0M1
261SIERRA SUMMIT ADVISORS LLC$993K1
262TriaGen Wealth Management LLC$980K1
263OCCUDO QUANTITATIVE STRATEGIES LP$971K1
264ELEVATION POINT WEALTH PARTNERS, LLC$960K1
265Walleye Trading LLC$955K1
266DnB Asset Management AS$953K1
267MEEDER ASSET MANAGEMENT INC$940K1
268Permanens Capital L.P.$940K1
269Tower Research Capital LLC (TRC)$930K1
270Insight Wealth Partners, LLC$927K1
271Bull Harbor Capital LLC$921K1
272FOX RUN MANAGEMENT, L.L.C.$916K1
273Savant Capital, LLC$914K1
274Vestmark Advisory Solutions, Inc.$908K1
275Utah Retirement Systems$906K1
276BOOTHBAY FUND MANAGEMENT, LLC$905K1
277DAVENPORT & Co LLC$898K1
278Orion Porfolio Solutions, LLC$879K1
279Crossmark Global Holdings, Inc.$876K1
280EP Wealth Advisors, LLC$866K1
281Evolution Wealth Advisors, LLC$864K1
282Elo Mutual Pension Insurance Co$863K1
283Scientech Research LLC$863K1
284TWIN CAPITAL MANAGEMENT INC$861K1
285Sterling Capital Management LLC$860K1
286HB Wealth Management, LLC$856K1
287Maryland State Retirement & Pension System$851K1
288Fairvoy Private Wealth, LLC$839K1
289Measured Wealth Private Client Group, LLC$839K1
290Steward Partners Investment Advisory, LLC$826K1
291CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$809K1
292Vinva Investment Management Ltd$808K1
293&PARTNERS$782K1
294MAI Capital Management$780K1
295NISA INVESTMENT ADVISORS, LLC$777K1
296QRG CAPITAL MANAGEMENT, INC.$773K1
297Oceanic Investment Management LTD$748K1
298Bleakley Financial Group, LLC$733K1
299NorthCrest Asset Manangement, LLC$728K1
300Corient Private Wealth LLC$720K1
301Allworth Financial LP$718K1
302GUGGENHEIM CAPITAL LLC$718K1
303SHELTON WEALTH MANAGEMENT, LLC$698K1
304ProShare Advisors LLC$689K1
305PEAK6 LLC$684K1
306YHB Investment Advisors, Inc.$682K1
307SBI Securities Co., Ltd.$678K1
308Qtron Investments LLC$672K1
309Chicago Partners Investment Group LLC$669K1
310Aegis Wealth Management LLC$664K1
311Moors & Cabot, Inc.$661K1
312Vise Technologies, Inc.$638K1
313Centiva Capital, LP$634K1
314State of Wyoming$625K1
315Balentine LLC$622K1
316AVIVA PLC$621K1
317INDEPENDENT FINANCIAL GROUP, LLC$616K1
318WRIGHT INVESTORS SERVICE INC$614K1
319Wedmont Private Capital$611K1
320Y.D. More Investments Ltd$604K1
321MIRABELLA FINANCIAL SERVICES LLP$600K1
322Baron Wealth Management LLC$599K1
323NewEdge Advisors, LLC$583K1
324Atlantic Union Bankshares Corp$575K1
325INCEPTIONR LLC$563K1
326Curi Capital, LLC$559K1
327SHELTON CAPITAL MANAGEMENT$556K1
328Atria Investments, Inc$556K1
329OPPENHEIMER & CO INC$551K1
330EXCHANGE TRADED CONCEPTS, LLC$545K1
331BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$530K1
332CIBC Asset Management Inc$529K1
333ALPS ADVISORS INC$517K1
334Fieldview Capital Management, LLC$516K1
335WADDELL & ASSOCIATES, LLC$513K1
336Pinpoint Asset Management (Singapore) Pte. Ltd.$512K1
337Circle Wealth Management, LLC$506K1
338NWAM LLC$506K1
339North Dakota State Investment Board$501K1
340R Squared Ltd$497K1
341US BANCORP \DE\$495K1
342Diversified Trust Co$491K1
343COLDSTREAM CAPITAL MANAGEMENT INC$488K1
344Caerus Investment Advisors, LLC$484K1
345Arista Wealth Management, LLC$484K1
346Pinnacle Financial Partners, Inc.$483K1
347PICTON MAHONEY ASSET MANAGEMENT$479K1
348Alta Wealth Advisors LLC$475K1
349GTS SECURITIES LLC$474K1
350Graham Capital Management, L.P.$472K1
351Vanguard Capital Wealth Advisors$467K1
352Rothschild Wealth LLC$465K1
353Quinn Opportunity Partners LLC$464K1
354SIH Partners, LLLP$464K1
355VARCOV Co.$462K1
356Quadcap Wealth Management, LLC$454K1
357FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$451K1
358Parcion Private Wealth LLC$450K1
359Compound Planning, Inc.$441K1
360EVOLVE PRIVATE WEALTH, LLC$438K1
361Waverly Advisors, LLC$437K1
362DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$431K1
363SOROS FUND MANAGEMENT LLC$430K1
364Beacon Pointe Advisors, LLC$425K1
365Diametric Capital, LP$422K1
366Gryphon Financial Partners LLC$417K1
367JOURNEY STRATEGIC WEALTH LLC$416K1
368Sequoia Financial Advisors, LLC$415K1
369EVOKE WEALTH, LLC$407K1
370Envestnet Portfolio Solutions, Inc.$404K1
371Meiji Yasuda Asset Management Co Ltd.$396K1
372Ethic Inc.$395K1
373Laird Norton Wetherby Trust Company, LLC$395K1
374Neo Ivy Capital Management$384K1
375BLAIR WILLIAM & CO/IL$380K1
376PRINCIPAL SECURITIES, INC.$378K1
377Sivia Capital Partners, LLC$378K1
378BEESE FULMER INVESTMENT MANAGEMENT, INC.$372K1
379Apollon Wealth Management, LLC$358K1
380Capital Investment Advisory Services, LLC$355K1
381LAZARD ASSET MANAGEMENT LLC$355K1
382Aptus Capital Advisors, LLC$351K1
383UNITED CAPITAL FINANCIAL ADVISORS, LLC$346K1
384AE Wealth Management LLC$345K1
385World Investment Advisors$344K1
386Checchi Capital Advisers, LLC$341K1
387GREENLEAF TRUST$339K1
388LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$339K1
389SIMPLEX TRADING, LLC$335K1
390Cordatus Wealth Management LLC$335K1
391TWO SIGMA SECURITIES, LLC$333K1
392POLEN CAPITAL MANAGEMENT LLC$330K1
393Callan Family Office, LLC$324K1
394CITIZENS FINANCIAL GROUP INC/RI$323K1
395DAYMARK WEALTH PARTNERS, LLC$323K1
396Allegheny Financial Group$322K1
397PINNACLE ASSOCIATES LTD$321K1
398BALDWIN WEALTH PARTNERS LLC/MA$315K1
399Arax Advisory Partners$314K1
400JACKSON THORNTON WEALTH MANAGEMENT, LLC$313K1
401PROFUND ADVISORS LLC$313K1
402PERSONAL CFO SOLUTIONS, LLC$309K1
403Stratos Wealth Partners, LTD.$299K1
404Kaizen Financial Strategies$287K1
405SAGE RHINO CAPITAL LLC$284K1
406NORDEN GROUP LLC$282K1
407TD Waterhouse Canada Inc.$281K1
408Capital CS Group, LLC$278K1
409Belpointe Asset Management LLC$277K1
410Frec Markets, Inc.$276K1
411Dakota Wealth Management$275K1
412Clearstead Advisors, LLC$273K1
413Pinnacle Wealth Management Advisory Group, LLC$272K1
414waypoint wealth counsel$270K1
415VestGen Advisors, LLC$269K1
416Wick Capital Partners, LLC$265K1
417J. Goldman & Co LP$265K1
418Symmetry Investments LP$265K1
419RD Lewis Holdings, Inc.$264K1
420Blueshift Asset Management, LLC$263K1
421VIRTUS ADVISERS, LLC$259K1
422CIDEL ASSET MANAGEMENT INC$258K1
423Baker Avenue Asset Management, LP$256K1
424Pinnacle Wealth Planning Services, Inc.$253K1
425Rafferty Asset Management, LLC$242K1
426J.W. COLE ADVISORS, INC.$242K1
427Accurate Wealth Management, LLC$241K1
428Garner Asset Management Corp$240K1
429CHOREO, LLC$240K1
430Ariadne Wealth Management, LP$234K1
431LANDAAS & CO /WI /ADV$232K1
432Virtue Capital Management, LLC$231K1
433Olympiad Research LP$231K1
434Vann Equity Management LLC$231K1
435Allianz Asset Management GmbH$230K1
436Trajan Wealth LLC$227K1
437RiverGlades Family Offices LLC$226K1
438Tower Wealth Partners, Inc.$224K1
439Caprock Group, LLC$224K1
440CATALYST FINANCIAL PARTNERS LLC$223K1
441WATERSHED PRIVATE WEALTH LLC$223K1
442NORTHWEST WEALTH MANAGEMENT, LLC$218K1
443Optas, LLC$217K1
444Facet Wealth, Inc.$216K1
445FIRST MANHATTAN CO. LLC.$216K1
446Sagewood Asset Management LP$213K1
447EFG International AG$212K1
448Resonant Capital Advisors, LLC$212K1
449UMB Bank, n.a.$211K1
450KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$209K1
451PFG Investments, LLC$207K1
452Legacy Capital Group California, Inc.$206K1
453Kera Capital Partners, Inc.$206K1
454Allegiance Financial Group Advisory Services LLC$204K1
455EARNED WEALTH ADVISORS, LLC$204K1
456AlphaCore Capital LLC$203K1
457Red Door Wealth Management, LLC$203K1
458WEXFORD CAPITAL LP$201K1
459OP Asset Management Ltd$197K1
460Kingdom Financial Group LLC.$179K1
461Caitlin John, LLC$172K1
462CHILTON CAPITAL MANAGEMENT LLC$170K1
463MCGUIRE CAPITAL ADVISORS INC$166K1
464E Fund Management (Hong Kong) Co., Ltd.$160K1
465NOMURA ASSET MANAGEMENT CO LTD$157K1
466SIGNATUREFD, LLC$146K1
467TOMPKINS FINANCIAL CORP$133K1
468Leonteq Securities AG$125K1
469Wilmington Savings Fund Society, FSB$116K1
470C M BIDWELL & ASSOCIATES LTD$114K1
471EDMOND DE ROTHSCHILD HOLDING S.A.$113K1
472Geneos Wealth Management Inc.$112K1
473Duquesne Family Office LLC$99.1K1
474Deseret Mutual Benefit Administrators$87.8K1
475William B. Walkup & Associates, Inc.$77.8K1
476Smartleaf Asset Management LLC$77.5K1
477Transamerica Financial Advisors, LLC$75.4K1
478Westfuller Advisors, LLC$70.6K1
479Investment Research & Advisory Group, Inc.$68.1K1
480Rakuten Securities, Inc.$67.5K1
481Freestone Grove Partners LP$66.5K1
482U S GLOBAL INVESTORS INC$66.3K1
483Orion Capital Management LLC$66.3K1
484True Wealth Design, LLC$66.1K1
485Spire Wealth Management$62.2K1
486Larson Financial Group LLC$60.6K1
487REAP Financial Group, LLC$55.2K1
488Costello Asset Management, INC$53.1K1
489SOUTHERN MICHIGAN BANK & TRUST$51.9K1
490Clearstead Trust, LLC$50.1K1
491Ritter Daniher Financial Advisory LLC / DE$48.6K1
492VAN ECK ASSOCIATES CORP$46.9K1
493Pilgrim Partners Asia Pte Ltd$43.8K1
494TRUST CO OF TOLEDO NA /OH/$41.3K1
495Physician Wealth Advisors, Inc.$39.6K1
496Mirae Asset Global Investments Co., Ltd.$38.7K1
497ASSETMARK, INC$38.2K1
498Destiny Wealth Partners, LLC$36.2K1
499Raleigh Capital Management Inc.$35.2K1
500SJS Investment Consulting Inc.$34.8K1
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)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ 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 AA

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for AA · financials and macro

Financials — as filed PLANNED

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