Public record / Tickers / ADC

ADC — AGREE REALTY CORP

Both disclosure regimes on one name: who in Congress filed about ADC, 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
15
all PTR rows naming ADC
Members · 12m
3
0 buys · 3 sells · by trade date
Latest PTR
07-07
filed 2026-07-07
13F holders
393
top-393 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

Gilbert Ray Cisneros, Jr. · $15.0K–$50.0K

Sale · traded 2026-01-15 → filed 2026-02-13. Ranked over every ADC row by the provable lower bound, never a point estimate.

3 members · 0 buys / 3 sells

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

2 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

7 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. 7 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING ADC · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ADC
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-07Josh Gottheimer D–NJ-5Sale · JT (jointly owned)Traded 06-01 +36d$1K–$15K
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 01-15 +29d$15K–$50K
2025-10-22Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 09-25 +27d$1K–$15K
2025-09-12Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 08-13 +30d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Sale · 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 15 ↗

Members active in ADC

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing ADC 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.
Gilbert Ray Cisneros, Jr. D–CA-311−$50.0K to −$15.0K2
Josh Gottheimer D–NJ-51−$15.0K to −$1.0K2
Lisa C. McClain R–MI-91−$15.0K to −$1.0K2

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

Congress ↔ notable managers · ADC

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

Congress · last 90 days

Buyers
0
Sellers
1 Josh Gottheimer D–NJ-5 $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Trimming
1 Caxton Associates $2.5M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · Agree Realty Corp - US REIT

Merged timeline of congressional filings and notable-manager moves on ADC
DateWhoChangeSize
2026-07-07Josh Gottheimer CongressSale$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+14,741 sh
2026-05-15Tudor Investment Corp 13Fadd+182,417 sh
2026-05-14Caxton Associates 13Ftrim−10,281 sh

4 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

Top institutional holders of ADC for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.3B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$773M1
3STATE STREET CORP$451M1
4VANGUARD CAPITAL MANAGEMENT LLC$403M1
5PRINCIPAL FINANCIAL GROUP INC$341M1
6TWO SIGMA INVESTMENTS, LP$305M1
7Zimmer Partners, LP$248M1
8Daiwa Securities Group Inc.$223M1
9CHARLES SCHWAB INVESTMENT MANAGEMENT INC$159M1
10PRUDENTIAL FINANCIAL INC$144M1
11DIMENSIONAL FUND ADVISORS LP$133M1
12BANK OF AMERICA CORP /DE/$115M1
13RAYMOND JAMES FINANCIAL INC$108M1
14NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$105M1
15DEUTSCHE BANK AG\$101M1
16MORGAN STANLEY$99.4M1
17Janus Henderson Group Ltd.$94.3M1
18NORTHERN TRUST CORP$86.8M1
19FRONTIER CAPITAL MANAGEMENT CO LLC$83.0M1
20MILLENNIUM MANAGEMENT LLC$82.8M1
21SEI INVESTMENTS CO$79.3M1
22DUFF & PHELPS INVESTMENT MANAGEMENT CO$76.1M1
23CITADEL ADVISORS LLC$59.6M1
24Holocene Advisors, LP$59.6M1
25VOLORIDGE INVESTMENT MANAGEMENT, LLC$57.4M1
26VANGUARD FIDUCIARY TRUST CO$56.0M1
27AMERICAN CENTURY COMPANIES INC$54.9M1
28UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$53.3M1
29RUSH ISLAND MANAGEMENT, LP$51.1M1
30Legal & General Group Plc$49.5M1
31Alyeska Investment Group, L.P.$45.8M1
32Engineers Gate Manager LP$44.6M1
33UBS Group AG$36.8M1
34Invesco Ltd.$36.2M1
35Universal- Beteiligungs- und Servicegesellschaft mbH$33.6M1
36Nuveen, LLC$31.7M1
37Schonfeld Strategic Advisors LLC$30.7M1
38Leeward Investments, LLC - MA$29.6M1
39Gotham Asset Management, LLC$28.6M1
40WELLS FARGO & COMPANY/MN$27.9M1
41HSBC HOLDINGS PLC$27.6M1
42ENVESTNET ASSET MANAGEMENT INC$26.6M1
43Qube Research & Technologies Ltd$26.1M1
44D. E. Shaw & Co., Inc.$25.7M1
45Apollo Management Holdings, L.P.$23.8M1
46TUDOR INVESTMENT CORP ET AL$23.0M1
47APG Asset Management US Inc.$23.0M1
48State of New Jersey Common Pension Fund D$22.7M1
49CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$20.9M1
50AQR CAPITAL MANAGEMENT LLC$20.1M1
51Sophron Capital Management L.P.$18.9M1
52CITIGROUP INC$18.6M1
53Lighthouse Investment Partners, LLC$18.1M1
54Swiss National Bank$17.1M1
55WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$16.5M1
56Hazelview Securities Inc.$16.2M1
57BALYASNY ASSET MANAGEMENT L.P.$16.0M1
58Creative Planning$16.0M1
59Point72 Asset Management, L.P.$16.0M1
60Asset Management One Co., Ltd.$14.7M1
61ALLIANCEBERNSTEIN L.P.$14.5M1
62Aristotle Capital Boston, LLC$14.4M1
63NOMURA ASSET MANAGEMENT CO LTD$13.9M1
64STATE OF WISCONSIN INVESTMENT BOARD$13.9M1
65BNP Paribas Asset Management Holding S.A.$13.5M1
66HEITMAN REAL ESTATE SECURITIES LLC$12.1M1
67Mitsubishi UFJ Trust & Banking Corp$11.4M1
68LMCG INVESTMENTS, LLC$11.2M1
69Retirement Systems of Alabama$11.1M1
70Susquehanna Portfolio Strategies, LLC$10.9M1
71Edgestream Partners, L.P.$10.8M1
72FRANKLIN RESOURCES INC$10.7M1
73Cander Asset Management LP$10.5M1
74Allspring Global Investments Holdings, LLC$10.4M1
75Ceredex Value Advisors LLC$10.3M1
76EXCHANGE TRADED CONCEPTS, LLC$10.3M1
77LMR Partners LLP$10.2M1
78Quantinno Capital Management LP$9.1M1
79ROYAL BANK OF CANADA$9.0M1
80MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$8.6M1
81VANGUARD ASSET MANAGEMENT, Ltd$7.9M1
82Vanguard Investments Australia, Ltd.$7.9M1
83Allianz Asset Management GmbH$7.5M1
84HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$7.4M1
85Mitsubishi UFJ Asset Management Co., Ltd.$7.3M1
86Zurcher Kantonalbank (Zurich Cantonalbank)$7.2M1
87Aptus Capital Advisors, LLC$7.0M1
88MANUFACTURERS LIFE INSURANCE COMPANY, THE$6.8M1
89Brummer Multi-Strategy AB$6.6M1
90BAMCO INC /NY/$6.3M1
91LPL Financial LLC$6.2M1
92COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$6.1M1
93LIBERTY ONE INVESTMENT MANAGEMENT, LLC$5.9M1
94WELLINGTON MANAGEMENT GROUP LLP$5.4M1
95New Age Alpha Advisors, LLC$5.2M1
96Graham Capital Management, L.P.$5.0M1
97Masterton Capital Management, LP$5.0M1
98Amundi$4.8M1
99LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$4.7M1
100Cetera Investment Advisers$4.7M1
101WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.4M1
102Resona Asset Management Co.,Ltd.$4.0M1
103Vanguard Global Advisers, LLC$4.0M1
104MACQUARIE GROUP LTD$3.9M1
105Connor, Clark & Lunn Investment Management Ltd.$3.9M1
106FIRST TRUST ADVISORS LP$3.7M1
107Corient Private Wealth LLC$3.7M1
108Fisher Asset Management, LLC$3.6M1
109MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.5M1
110VOYA INVESTMENT MANAGEMENT LLC$3.4M1
111Aberdeen Group plc$3.3M1
112Cerity Partners LLC$3.3M1
113Brevan Howard Capital Management LP$3.2M1
114PANAGORA ASSET MANAGEMENT INC$3.2M1
115Squarepoint Ops LLC$3.2M1
116Community Bank of Raymore$3.0M1
117STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$2.9M1
118Presima Securities ULC$2.9M1
119Blue Chip Partners, LLC$2.8M1
120Pathstone Holdings, LLC$2.7M1
121Bridgefront Capital, LLC$2.7M1
122WORLDQUANT MILLENNIUM ADVISORS LLC$2.6M1
123STIFEL FINANCIAL CORP$2.6M1
124Vestmark Advisory Solutions, Inc.$2.6M1
125M&T BANK CORP$2.5M1
126Orion Porfolio Solutions, LLC$2.5M1
127CAXTON ASSOCIATES LLP$2.5M1
128Sumitomo Mitsui DS Asset Management Company, Ltd$2.4M1
129FJ Capital Management LLC$2.4M1
130Arizona State Retirement System$2.4M1
131Metis Global Partners, LLC$2.4M1
132HighTower Advisors, LLC$2.3M1
133OPPENHEIMER ASSET MANAGEMENT INC.$2.3M1
134Town & Country Bank & Trust CO dba First Bankers Trust CO$2.3M1
135ELEVATION POINT WEALTH PARTNERS, LLC$2.2M1
136STATE OF MICHIGAN RETIREMENT SYSTEM$2.2M1
137Dana Investment Advisors, Inc.$2.1M1
138FMR LLC$2.1M1
139CIBC Bancorp USA Inc.$2.1M1
140NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.0M1
141OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.9M1
142Union Bancaire Privee, UBP SA$1.8M1
143UniSuper Management Pty Ltd$1.8M1
144Redmond Asset Management, LLC$1.7M1
145FIRST NATIONAL BANK OF OMAHA$1.7M1
146Ameritas Investment Partners, Inc.$1.7M1
147AGP FRANKLIN, LLC$1.7M1
148Pathway Financial Advisers, LLC$1.6M1
149BANK OF MONTREAL /CAN/$1.6M1
150Atom Investors LP$1.6M1
151WESTPAC BANKING CORP$1.6M1
152Truvestments Capital LLC$1.6M1
153Federation des caisses Desjardins du Quebec$1.6M1
154NEOS Investment Management LLC$1.5M1
155TRUIST FINANCIAL CORP$1.5M1
156Vanguard Personalized Indexing Management, LLC$1.5M1
157LAZARD ASSET MANAGEMENT LLC$1.5M1
158ASSETMARK, INC$1.5M1
159Pasadena Private Wealth, LLC$1.4M1
160NISSAY ASSET MANAGEMENT CORP /JAPAN$1.4M1
161VICTORY CAPITAL MANAGEMENT INC$1.4M1
162IFM Investors Pty Ltd$1.4M1
163Foresight Group Ltd Liability Partnership$1.4M1
164Pictet Asset Management Holding SA$1.3M1
165QUADRANT CAPITAL GROUP LLC$1.3M1
166Vanderbilt University$1.3M1
167Atria Investments, Inc$1.3M1
168UMB Bank, n.a.$1.2M1
169Vise Technologies, Inc.$1.2M1
170Moran Wealth Management, LLC$1.1M1
171AZZAD ASSET MANAGEMENT INC /ADV$1.1M1
172XPONANCE LLC$1.1M1
173MERCER GLOBAL ADVISORS INC /ADV$1.1M1
174INTRUST BANK NA$1.0M1
175Harvest Portfolios Group Inc.$1.0M1
176JAMES INVESTMENT RESEARCH, INC.$1.0M1
177Perbak Capital Partners LLP$976K1
178SIGNATUREFD, LLC$944K1
179US BANCORP \DE\$926K1
180SCHRODER INVESTMENT MANAGEMENT GROUP$857K1
181FEDERATED HERMES, INC.$838K1
182KEYBANK NATIONAL ASSOCIATION/OH$838K1
183Polymer Capital Management (US) LLC$834K1
184Jain Global LLC$825K1
185Applied Capital LLC/FL$821K1
186Summit Trail Advisors, LLC$800K1
187Sequoia Financial Advisors, LLC$789K1
188JOURNEY STRATEGIC WEALTH LLC$717K1
189Gilman Hill Asset Management, LLC$691K1
190Texas Yale Capital Corp.$678K1
191SECURIAN ASSET MANAGEMENT, INC$666K1
192Advisors Asset Management, Inc.$665K1
193Brooklyn Investment Group$640K1
194FIFTH THIRD BANCORP$638K1
195Cambria Investment Management, L.P.$631K1
196Crossmark Global Holdings, Inc.$620K1
197Ethos Financial Group, LLC$614K1
198COMMONWEALTH EQUITY SERVICES, LLC$607K1
199DRW Securities, LLC$604K1
200OSAIC HOLDINGS, INC.$599K1
201VIRTUS ADVISERS, LLC$589K1
202&PARTNERS$587K1
203Ensign Peak Advisors, Inc$564K1
204Machina Capital S.A.S.$562K1
205Garden State Investment Advisory Services LLC$552K1
206Tower Research Capital LLC (TRC)$551K1
207MML INVESTORS SERVICES, LLC$533K1
208Ascentis Independent Advisors$522K1
209J. Derek Lewis & Associates Inc.$520K1
210Swiss Life Asset Management Ltd$518K1
211Total Wealth Planning & Management, Inc.$513K1
212Fairtree Asset Management (Pty) Ltd$503K1
213Koshinski Asset Management, Inc.$503K1
214UNITED CAPITAL FINANCIAL ADVISORS, LLC$486K1
215GeoWealth Management, LLC$475K1
216Tidal Investments LLC$469K1
217Wealthspire Advisors, LLC$466K1
218Atlantic Union Bankshares Corp$455K1
219Utah Retirement Systems$452K1
220Vident Advisory, LLC$450K1
221DoubleLine ETF Adviser LP$448K1
222BANK OF NOVA SCOTIA$432K1
223First National Advisers, LLC$426K1
224Maryland State Retirement & Pension System$422K1
225EVERGREEN CAPITAL MANAGEMENT LLC$412K1
226GWN SECURITIES INC.$404K1
227Norinchukin Bank, The$400K1
228Spire Wealth Management$395K1
229Frank, Rimerman Advisors LLC$390K1
230J.W. COLE ADVISORS, INC.$385K1
231Gallagher Fiduciary Advisors, LLC$373K1
232ProShare Advisors LLC$362K1
233TEACHER RETIREMENT SYSTEM OF TEXAS$356K1
234Pure Financial Advisors, LLC$348K1
235O'SHAUGHNESSY ASSET MANAGEMENT, LLC$347K1
236Baird Financial Group, Inc.$345K1
237EP Wealth Advisors, LLC$340K1
238CWM, LLC$321K1
239Lombard Odier Asset Management (USA) Corp$320K1
240QRG CAPITAL MANAGEMENT, INC.$311K1
241COLDSTREAM CAPITAL MANAGEMENT INC$309K1
242Sage Investment Counsel LLC$307K1
243Procyon Advisors, LLC$298K1
2441492 Capital Management LLC$297K1
245BAILARD, INC.$293K1
246Rockefeller Capital Management L.P.$292K1
247RITHOLTZ WEALTH MANAGEMENT$288K1
248Kestra Advisory Services, LLC$287K1
249SHELTON CAPITAL MANAGEMENT$280K1
250NewEdge Wealth, LLC$278K1
251HB Wealth Management, LLC$264K1
252Inscription Capital, LLC$263K1
253BOOTHBAY FUND MANAGEMENT, LLC$255K1
254North Dakota State Investment Board$249K1
255Frec Markets, Inc.$241K1
256REGIONS FINANCIAL CORP$241K1
257Arax Advisory Partners$240K1
258CIBC Asset Management Inc$239K1
259Legacy Wealth Asset Management, LLC$232K1
260Private Advisor Group, LLC$231K1
261Snowden Capital Advisors LLC$230K1
262ARMISTICE CAPITAL, LLC$228K1
263Callan Family Office, LLC$226K1
264GW HENSSLER & ASSOCIATES LTD$226K1
265OneDigital Investment Advisors LLC$225K1
266Wealth Quarterback LLC$220K1
267Allie Family Office LLC$212K1
268Meiji Yasuda Asset Management Co Ltd.$208K1
269Fieldview Capital Management, LLC$201K1
270Central Pacific Bank - Trust Division$200K1
271Virtus Investment Advisers, LLC$187K1
272Mirae Asset Global Investments Co., Ltd.$178K1
273FIL Ltd$131K1
274Smartleaf Asset Management LLC$125K1
275MAI Capital Management$125K1
276Larson Financial Group LLC$99.4K1
277Allworth Financial LP$91.7K1
278Pinnacle Wealth Planning Services, Inc.$88.6K1
279Steward Partners Investment Advisory, LLC$78.7K1
280Wilmington Savings Fund Society, FSB$71.6K1
281SIMPLEX TRADING, LLC$56.2K1
282THRIVENT FINANCIAL FOR LUTHERANS$51.0K1
283NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$46.8K1
284Transamerica Financial Advisors, LLC$45.3K1
285GABLES CAPITAL MANAGEMENT INC.$45.2K1
286MCF Advisors LLC$44.3K1
287Blue Trust, Inc.$40.9K1
288HRT FINANCIAL LP$39.3K1
289MATHER GROUP, LLC.$36.7K1
290Bernard Wealth Management Corp.$31.9K1
291Bayforest Capital Ltd$28.7K1
292Clearstead Trust, LLC$27.7K1
293Parkside Financial Bank & Trust$24.8K1
294CENTRAL TRUST Co$22.6K1
295CANADA LIFE ASSURANCE Co$19.7K1
296Aster Capital Management (DIFC) Ltd$19.0K1
297EASTERN BANK$15.7K1
298Smallwood Wealth Investment Management, LLC$15.1K1
299Eurizon Capital SGR S.p.A.$14.2K1
300GROUP ONE TRADING LLC$12.6K1
301Physician Wealth Advisors, Inc.$12.1K1
302Caldwell Trust Co$11.3K1
303NATIXIS ADVISORS, LLC$9.1K1
304JONES FINANCIAL COMPANIES LLLP$6.5K1
305WOLFF WIESE MAGANA LLC$5.3K1
306State of Alaska, Department of Revenue$5.2K1
307Kilter Group LLC$5.1K1
308DekaBank Deutsche Girozentrale$4.8K1
309Geneos Wealth Management Inc.$4.6K1
310ALGERT GLOBAL LLC$4.3K1
311GSA CAPITAL PARTNERS LLP$4.1K1
312Bell Investment Advisors, Inc$3.8K1
313Treasurer of the State of North Carolina$3.6K1
314Virginia Estate & Retirement Planning Advisors Inc.$3.6K1
315Rialto Wealth Management, LLC$3.2K1
316JPL Wealth Management, LLC$3.0K1
317Godfrey Financial Associates, Inc.$2.8K1
318Clearstead Advisors, LLC$2.6K1
319Signature Equity Partners, LLC$2.0K1
320Sunrise Financial Services, LLC$1.9K1
321Vestcor Inc$1.7K1
322Private Wealth Management Group, LLC$1.7K1
323Sachetta, LLC$1.6K1
324ALBION FINANCIAL GROUP /UT$1.6K1
325Manchester Capital Management LLC$1.5K1
326WPG Advisers, LLC$1.4K1
327Cromwell Holdings LLC$1.4K1
328Retirement Wealth Solutions LLC$1.2K1
329BROWN, LISLE/CUMMINGS, INC.$1.2K1
330True Wealth Design, LLC$1.1K1
331SHP Wealth Management$8291
332Mountain Hill Investment Partners Corp.$8181
333SouthState Bank Corp$5281
334PARK AVENUE SECURITIES LLC$4641
335ACADIAN ASSET MANAGEMENT LLC$4181
336Quaker Wealth Management, LLC$3771
337Intentional Wealth Strategies, LLC$3771
338KBC Group NV$2421
339GHP Investment Advisors, Inc.$1511
340Caitong International Asset Management Co., Ltd$1511
341MV CAPITAL MANAGEMENT, INC.$761
342American Capital Advisory, LLC$761
343Raleigh Capital Management Inc.$541
344Harvest Fund Management Co., Ltd$531
345Capital Advisors, Ltd. LLC$461
346Smithfield Trust Co$391
347Capital Analysts, LLC$221
348BOK Financial Private Wealth, Inc.$121
349Roble, Belko & Company, Inc$41
350Avion Wealth$21
351Jefferies Financial Group Inc.$01
352VANGUARD GROUP INC$01
353HARBOUR INVESTMENTS, INC.$01
354VIRGINIA RETIREMENT SYSTEMS ET Al$01
355COMMERCE BANK$01
356CIBC WORLD MARKETS CORP$01
357NATIXIS$01
358CANADA PENSION PLAN INVESTMENT BOARD$01
359CIBC Private Wealth Group LLC$01
360Phocas Financial Corp.$01
361Mariner, LLC$01
362NORGES BANK$01
363SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$01
364SUSQUEHANNA INTERNATIONAL GROUP, LLP$01
365Verition Fund Management LLC$01
366TWO SIGMA ADVISERS, LP$01
367Focus Partners Wealth$01
368Clarkston Capital Partners, LLC$01
369DV Trading LLC$01
370Callodine Capital Management, LP$01
371Global Retirement Partners, LLC$01
372Oak Thistle LLC$01
373Vision Capital Corp$01
374EASTERLY INVESTMENT PARTNERS LLC$01
375CBIZ Investment Advisory Services, LLC$01
376CVA Family Office, LLC$01
377CPC Advisors, LLC$01
378XTX Topco Ltd$01
379Invst, LLC$01
380TUCKER ASSET MANAGEMENT LLC$01
381AlphaQuest LLC$01
382Greenland Capital Management LP$01
383SageView Advisory Group, LLC$01
384Dunhill Financial, LLC$01
385Stephens Consulting, LLC$01
386Quarry LP$01
387ELEVATION WEALTH PARTNERS, LLC$01
388Compound Planning, Inc.$01
389Envestnet Portfolio Solutions, Inc.$01
390Freestone Grove Partners LP$01
391PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$01
392Brucke Financial, Inc.$01
393Quattro Advisors LLC$01
Truncated by Public Filings. The published aggregate ranks the top 393 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)0 buy / 3 sell
Congress net ($ bound)−$80.0K to −$17.0K
Filers net (actions)not in build
Filers net ($ 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 ADC

RETAINED WINDOW · ACTIVE HITS
Signal hits naming ADC
KindRuleHits
COMMITTEEa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied1 hit

Every rule, with its definition →

Planned modules for ADC · financials and macro

Financials — as filed PLANNED

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