Public record / Tickers / ADP

ADP — AUTOMATIC DATA PROCESSING INC

Both disclosure regimes on one name: who in Congress filed about ADP, 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
85
all PTR rows naming ADP
Members · 12m
5
5 buys · 6 sells · by trade date
Latest PTR
08-14
filed 2026-08-14
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

Kelly Loeffler · $100K–$250K

Sale · traded 2020-04-07 → filed 2020-05-01. Ranked over every ADP row by the provable lower bound, never a point estimate.

5 members · 5 buys / 6 sells

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

15 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

18 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. 18 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING ADP · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ADP
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-14Richard McCormick R–GA-7SaleTraded 07-30 +15d$1K–$15K
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-07-02Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 06-16 +16d$1K–$15K
2026-05-08Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 04-14 +24d$1K–$15K
2026-04-30Jared Moskowitz D–FL-23Sale · DC (dependent-child-owned)Traded 03-23 +38d$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 85 ↗

Members active in ADP

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing ADP 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.
Richard McCormick R–GA-74−$28.0K to $28.0K3
Jared Moskowitz D–FL-233−$45.0K to −$3.0K3
Gilbert Ray Cisneros, Jr. D–CA-312−$14.0K to $14.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2
Marjorie Taylor Greene R–GA-141$15.0K to $50.0K

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

Congress ↔ notable managers · ADP

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

Congress · last 90 days

Buyers
2 Alan Armstrong R–OK, Gilbert Ray Cisneros, Jr. D–CA-31 $2K–$30K
Sellers
1 Richard McCormick R–GA-7 $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Trimming
2 Fundsmith, Bridgewater Associates $783M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · AUTOMATIC DATA PROCESSING

Merged timeline of congressional filings and notable-manager moves on ADP
DateWhoChangeSize
2026-08-14Richard McCormick CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-07-02Gilbert Ray Cisneros, Jr. CongressPurchase$1K–$15K
2026-05-15Tudor Investment Corp 13Fadd+71,751 sh
2026-05-15Gotham Asset Management 13Fadd+65,051 sh
2026-05-15Fundsmith 13Ftrim−322,864 sh
2026-05-15Bridgewater Associates 13Fexit−52,121 sh
2026-05-14Caxton Associates 13Fnew+14,302 sh

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

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

full holders view ↗
Top institutional holders of ADP for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$7.2B1
2VANGUARD CAPITAL MANAGEMENT LLC$5.3B1
3STATE STREET CORP$4.0B1
4GEODE CAPITAL MANAGEMENT, LLC$2.4B1
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC$2.3B1
6VANGUARD PORTFOLIO MANAGEMENT LLC$2.2B1
7WELLINGTON MANAGEMENT GROUP LLP$2.1B1
8Capital Research Global Investors$1.7B1
9WELLS FARGO & COMPANY/MN$1.4B1
10ALLIANCEBERNSTEIN L.P.$1.3B1
11MORGAN STANLEY$1.3B1
12NORTHERN TRUST CORP$1.2B1
13BANK OF AMERICA CORP /DE/$1.1B1
14Invesco Ltd.$855M1
15UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$838M1
16DEUTSCHE BANK AG\$828M1
17Fundsmith LLP$783M1
18STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$743M1
19Bank of New York Mellon Corp$659M1
20Amundi$616M1
21UBS Group AG$604M1
22First Eagle Investment Management, LLC$579M1
23AMERIPRISE FINANCIAL INC$577M1
24Legal & General Group Plc$549M1
25FIRST TRUST ADVISORS LP$508M1
26ROYAL BANK OF CANADA$504M1
27BARCLAYS PLC$492M1
28DIMENSIONAL FUND ADVISORS LP$491M1
29Clearbridge Investments, LLC$487M1
30VANGUARD FIDUCIARY TRUST CO$471M1
31STIFEL FINANCIAL CORP$372M1
32CIBC Bancorp USA Inc.$351M1
33Nuveen, LLC$337M1
34BNP Paribas Asset Management Holding S.A.$296M1
35FUNDSMITH INVESTMENT SERVICES LTD.$270M1
36VICTORY CAPITAL MANAGEMENT INC$265M1
37TWO SIGMA INVESTMENTS, LP$261M1
38ProShare Advisors LLC$248M1
39ENVESTNET ASSET MANAGEMENT INC$245M1
40RAYMOND JAMES FINANCIAL INC$244M1
41Swiss National Bank$241M1
42D. E. Shaw & Co., Inc.$241M1
43BLS CAPITAL FONDSMAEGLERSELSKAB A/S$239M1
44NORDEA INVESTMENT MANAGEMENT AB$235M1
45VOLORIDGE INVESTMENT MANAGEMENT, LLC$222M1
46CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$215M1
47WORLDQUANT MILLENNIUM ADVISORS LLC$210M1
48FMR LLC$210M1
49HSBC HOLDINGS PLC$208M1
50Mitsubishi UFJ Asset Management Co., Ltd.$208M1
51National Pension Service$199M1
52Sumitomo Mitsui Trust Group, Inc.$195M1
53Vanguard Global Advisers, LLC$183M1
54AVIVA PLC$176M1
55VANGUARD ASSET MANAGEMENT, Ltd$166M1
56BAHL & GAYNOR INC$162M1
57BANK OF MONTREAL /CAN/$161M1
58AQR CAPITAL MANAGEMENT LLC$157M1
59Local Pensions Partnership Investment Ltd$147M1
60MILLENNIUM MANAGEMENT LLC$140M1
61Navera Investment Management Ltd.$138M1
62CAPITAL COUNSEL LLC/NY$137M1
63LPL Financial LLC$133M1
64Qube Research & Technologies Ltd$133M1
65TD ASSET MANAGEMENT INC$131M1
66RENAISSANCE TECHNOLOGIES LLC$131M1
67Robeco Institutional Asset Management B.V.$129M1
68CANADA PENSION PLAN INVESTMENT BOARD$127M1
69Daiwa Securities Group Inc.$124M1
70Mirae Asset Global Investments Co., Ltd.$110M1
71Life Cycle Investment Partners Ltd$109M1
72FIFTH THIRD BANCORP$107M1
73Pictet Asset Management Holding SA$106M1
74MACKENZIE FINANCIAL CORP$106M1
75PRINCIPAL FINANCIAL GROUP INC$105M1
76Universal- Beteiligungs- und Servicegesellschaft mbH$102M1
77US BANCORP \DE\$102M1
78PFA Pension, Forsikringsaktieselskab$102M1
79Holocene Advisors, LP$97.9M1
80CITIGROUP INC$97.0M1
81Baird Financial Group, Inc.$96.1M1
82NEW YORK STATE COMMON RETIREMENT FUND$92.9M1
83Swiss Life Asset Management Ltd$88.6M1
84D.A. DAVIDSON & CO.$88.3M1
85NATIONAL BANK OF CANADA /FI/$87.7M1
86Vest Financial, LLC$84.1M1
87FRANKLIN RESOURCES INC$83.7M1
88Corient Private Wealth LLC$83.3M1
89Bank Julius Baer & Co. Ltd, Zurich$82.8M1
90Jefferies Financial Group Inc.$79.7M1
91CITADEL ADVISORS LLC$77.7M1
92Aberdeen Group plc$75.8M1
93Alyeska Investment Group, L.P.$74.0M1
94STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$73.0M1
95ADAGE CAPITAL PARTNERS GP, L.L.C.$71.3M1
96Quantinno Capital Management LP$71.1M1
97NOMURA ASSET MANAGEMENT CO LTD$68.4M1
98STOREBRAND ASSET MANAGEMENT AS$68.2M1
99Allianz Asset Management GmbH$64.7M1
100MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$63.3M1
101GUARDCAP ASSET MANAGEMENT Ltd$63.0M1
102COOKE & BIELER LP$61.9M1
103Korea Investment CORP$61.2M1
104NICHOLS & PRATT ADVISERS LLP /MA$60.8M1
105M&T BANK CORP$60.5M1
106&PARTNERS$59.5M1
107ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$58.5M1
108SCHRODER INVESTMENT MANAGEMENT GROUP$57.3M1
109Epoch Investment Partners, Inc.$56.9M1
110Zurcher Kantonalbank (Zurich Cantonalbank)$56.8M1
111SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$56.7M1
112NEOS Investment Management LLC$56.7M1
113HighTower Advisors, LLC$54.3M1
114Assenagon Asset Management S.A.$53.5M1
115SEI INVESTMENTS CO$51.8M1
116J. Safra Sarasin Holding AG$51.2M1
117Rockefeller Capital Management L.P.$51.0M1
118DANSKE BANK A/S$50.8M1
119Swedbank AB$50.0M1
120CIBC Asset Management Inc$49.6M1
121Man Group plc$49.0M1
122TRUIST FINANCIAL CORP$48.8M1
123GLENMEDE TRUST CO NA$48.4M1
124BROWN ADVISORY INC$47.7M1
125Alecta Tjanstepension Omsesidigt$47.4M1
126ROYAL LONDON ASSET MANAGEMENT LTD$47.3M1
127Cerity Partners LLC$47.2M1
128Trexquant Investment LP$46.9M1
129BLAIR WILLIAM & CO/IL$46.4M1
130BENJAMIN EDWARDS INC$46.1M1
131Quadrature Capital Ltd$45.9M1
132BANK OF NOVA SCOTIA$45.8M1
133Retirement Systems of Alabama$45.6M1
134WELCH & FORBES LLC$45.5M1
135AMERICAN CENTURY COMPANIES INC$45.5M1
136APG Asset Management N.V.$45.2M1
137Candriam S.C.A.$44.7M1
138COMPASS CAPITAL MANAGEMENT, INC$44.3M1
139STATE OF WISCONSIN INVESTMENT BOARD$44.0M1
140MANUFACTURERS LIFE INSURANCE COMPANY, THE$43.4M1
141Chevy Chase Trust Holdings, LLC$43.1M1
142Cetera Investment Advisers$42.9M1
143ABSHER WEALTH MANAGEMENT, LLC$42.1M1
144KLP KAPITALFORVALTNING AS$41.9M1
145Henshaw Capital LLC$41.2M1
146Vanguard Investments Australia, Ltd.$41.0M1
147Sterling Capital Management LLC$40.8M1
148JUPITER ASSET MANAGEMENT LTD$40.1M1
149PRUDENTIAL FINANCIAL INC$39.7M1
150FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$39.6M1
151Asset Management One Co., Ltd.$38.0M1
152Focus Partners Wealth$37.8M1
153KEYBANK NATIONAL ASSOCIATION/OH$37.2M1
154Camrose Capital Investment Partners LLP$36.9M1
155Value Partners Investments Inc.$36.9M1
156DEARBORN PARTNERS LLC$35.7M1
157Aware Super Pty Ltd as trustee of Aware Super$35.0M1
158GUGGENHEIM CAPITAL LLC$34.5M1
159TUDOR INVESTMENT CORP ET AL$34.2M1
160WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$33.7M1
161Gotham Asset Management, LLC$33.7M1
162CONNING INC.$33.3M1
163Tandem Investment Advisors, Inc.$33.3M1
164COMMONWEALTH EQUITY SERVICES, LLC$33.0M1
165TEACHER RETIREMENT SYSTEM OF TEXAS$32.8M1
166DnB Asset Management AS$32.7M1
167Empowered Funds, LLC$31.9M1
168NISA INVESTMENT ADVISORS, LLC$31.0M1
169GATEWAY INVESTMENT ADVISERS LLC$30.1M1
170SUSQUEHANNA INTERNATIONAL GROUP, LLP$30.0M1
171KCM INVESTMENT ADVISORS LLC$29.8M1
172Pinnacle Financial Partners, Inc.$29.3M1
173ZACKS INVESTMENT MANAGEMENT$29.2M1
174Allworth Financial LP$28.9M1
175Freestone Grove Partners LP$28.8M1
176Dundas Partners LLP$28.7M1
177CACTI ASSET MANAGEMENT LLC$28.5M1
178Resona Asset Management Co.,Ltd.$28.4M1
179State of New Jersey Common Pension Fund D$27.9M1
180WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$27.9M1
181Hemenway Trust Co LLC$27.8M1
182Eurizon Capital SGR S.p.A.$27.4M1
183MACQUARIE GROUP LTD$27.3M1
184SMITH CHAS P & ASSOCIATES PA CPAS$26.9M1
185Mariner, LLC$26.9M1
186HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$26.6M1
187Haverford Trust Co$26.5M1
188LAZARD ASSET MANAGEMENT LLC$26.5M1
189Lansforsakringar Fondforvaltning AB (publ)$26.4M1
190Tredje AP-fonden$25.8M1
191Vontobel Holding Ltd.$25.8M1
192Marble Harbor Investment Counsel, LLC$25.8M1
193TORONTO DOMINION BANK$25.6M1
194MAIRS & POWER INC$25.3M1
195COERENTE CAPITAL MANAGEMENT$24.9M1
196SEB Asset Management AB$24.8M1
197MERCER GLOBAL ADVISORS INC /ADV$24.4M1
198Creative Planning$24.4M1
199XPONANCE LLC$24.2M1
200Kepler Cheuvreux (Suisse) SA$23.9M1
201STATE OF MICHIGAN RETIREMENT SYSTEM$23.8M1
202OSAIC HOLDINGS, INC.$23.7M1
203America First Investment Advisors, LLC$23.3M1
204NISSAY ASSET MANAGEMENT CORP /JAPAN$23.3M1
205EP Wealth Advisors, LLC$23.2M1
206KANAWHA CAPITAL MANAGEMENT LLC$23.1M1
207VOYA INVESTMENT MANAGEMENT LLC$23.1M1
208Distillate Capital Partners LLC$22.9M1
209MetLife Investment Management, LLC$22.5M1
210Arizona State Retirement System$22.5M1
211COMMERCE BANK$22.3M1
212First Long Island Investors, LLC$22.3M1
213Czech National Bank$22.3M1
214NATIXIS$22.1M1
215Troy Asset Management Ltd$21.9M1
216HOWLAND CAPITAL MANAGEMENT LLC$21.7M1
217MAI Capital Management$21.7M1
218O'SHAUGHNESSY ASSET MANAGEMENT, LLC$21.7M1
219Calamos Advisors LLC$21.6M1
220JENSEN INVESTMENT MANAGEMENT INC$21.3M1
221Aquatic Capital Management LLC$21.2M1
222NewEdge Advisors, LLC$20.7M1
223AGF MANAGEMENT LTD$19.2M1
224JACOBS LEVY EQUITY MANAGEMENT, INC$19.1M1
225COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.1M1
226FIDUCIARY TRUST CO$19.0M1
227PRUDENTIAL PLC$18.9M1
228Ensign Peak Advisors, Inc$18.8M1
229BRADLEY FOSTER & SARGENT INC/CT$18.6M1
230Modera Wealth Management, LLC$18.6M1
231CIBC WORLD MARKET INC.$18.4M1
232JOHNSON INVESTMENT COUNSEL INC$18.3M1
233Suncoast Equity Management$18.3M1
234Tactive Advisors, LLC$18.2M1
235Sone Capital Management, LLC$18.1M1
236MEYER HANDELMAN CO$17.9M1
237ZEVIN ASSET MANAGEMENT LLC$17.8M1
238TOCQUEVILLE ASSET MANAGEMENT L.P.$17.5M1
239Hendershot Investments Inc.$17.2M1
240INVESTMENT HOUSE LLC$17.2M1
241Pathstone Holdings, LLC$16.7M1
242Cannell & Spears LLC$16.6M1
243Hardman Johnston Global Advisors LLC$16.6M1
244Rafferty Asset Management, LLC$16.4M1
245IFM Investors Pty Ltd$16.4M1
246Varma Mutual Pension Insurance Co$16.3M1
24771 West Capital Partners$16.1M1
248BAXTER BROS INC$16.0M1
249Beacon Pointe Advisors, LLC$15.9M1
250CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.8M1
251LBP AM SA$15.8M1
252UniSuper Management Pty Ltd$15.7M1
253NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$15.6M1
254USS Investment Management Ltd$15.5M1
255EASTERN BANK$15.4M1
256Skandinaviska Enskilda Banken AB (publ)$15.2M1
257YOUSIF CAPITAL MANAGEMENT, LLC$15.1M1
258Graham Capital Management, L.P.$15.1M1
259Vanguard Personalized Indexing Management, LLC$14.9M1
260Steward Partners Investment Advisory, LLC$14.7M1
261Ethic Inc.$14.5M1
262HITE Hedge Asset Management LLC$14.3M1
263MATHER GROUP, LLC.$14.2M1
264SAYBROOK CAPITAL /NC$14.2M1
265Andra AP-fonden$14.2M1
266EXCHANGE TRADED CONCEPTS, LLC$14.0M1
267Wealthfront Advisers LLC$14.0M1
268REGIONS FINANCIAL CORP$13.9M1
2691832 Asset Management L.P.$13.7M1
270NEW YORK LIFE INVESTMENT MANAGEMENT LLC$13.6M1
271JGP Wealth Management, LLC$13.5M1
272FEDERATED HERMES, INC.$13.4M1
273Utah Retirement Systems$13.3M1
274KING LUTHER CAPITAL MANAGEMENT CORP$13.3M1
275PUBLIC SECTOR PENSION INVESTMENT BOARD$13.1M1
276Crossmark Global Holdings, Inc.$12.9M1
277Palisade Asset Management, LLC$12.8M1
278Running Oak Capital LLC$12.7M1
279FLOSSBACH VON STORCH SE$12.6M1
280QRG CAPITAL MANAGEMENT, INC.$12.4M1
281Segment Wealth Management, LLC$12.3M1
282Elo Mutual Pension Insurance Co$12.2M1
283NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$12.0M1
284CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$11.9M1
285Evelyn Partners Investment Management Services Ltd$11.9M1
286ASR Vermogensbeheer N.V.$11.7M1
287Point72 Asset Management, L.P.$11.5M1
288CHOREO, LLC$11.5M1
289DAVENPORT & Co LLC$11.5M1
290Heathbridge Capital Management Ltd.$11.5M1
291CREDIT AGRICOLE S A$11.5M1
292BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$11.3M1
293Broderick Brian C$11.2M1
294Tidal Investments LLC$11.1M1
295Evercore Wealth Management, LLC$11.1M1
296TCV Trust & Wealth Management, Inc.$10.9M1
297Janus Henderson Group Ltd.$10.9M1
298SHELTON CAPITAL MANAGEMENT$10.9M1
299Raub Brock Capital Management LP$10.8M1
300S.E.E.D. Planning Group LLC$10.8M1
301Allspring Global Investments Holdings, LLC$10.7M1
302FORA Capital, LLC$10.7M1
303OCCUDO QUANTITATIVE STRATEGIES LP$10.6M1
304Sumitomo Mitsui DS Asset Management Company, Ltd$10.6M1
305Accredited Investors Inc.$10.5M1
306AIA Group Ltd$10.4M1
307Squarepoint Ops LLC$10.4M1
308TCTC Holdings, LLC$10.4M1
309NORTHSTAR ASSET MANAGEMENT INC$10.4M1
310Generali Asset Management SPA SGR$10.4M1
311Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$10.3M1
312Ascent Wealth Partners, LLC$10.3M1
313BANQUE PICTET & CIE SA$10.2M1
314Kidder Stephen W$10.2M1
315Cresset Asset Management, LLC$10.2M1
316Dash Acquisitions Inc.$10.1M1
317VAN STRUM & TOWNE INC.$10.1M1
318Equitable Holdings, Inc.$10.0M1
319MATTERN CAPITAL MANAGEMENT, LLC$10.0M1
320Rossmore Private Capital$10.0M1
321Stratos Wealth Partners, LTD.$10.0M1
322FIRST MANHATTAN CO. LLC.$9.9M1
323GUYASUTA INVESTMENT ADVISORS INC$9.8M1
324OPPENHEIMER & CO INC$9.7M1
325HFR Wealth Management, LLC$9.7M1
326MML INVESTORS SERVICES, LLC$9.6M1
327Choate Investment Advisors$9.5M1
328Act Two Investors LLC$9.5M1
329CLIFFORD SWAN INVESTMENT COUNSEL LLC$9.5M1
330HB Wealth Management, LLC$9.5M1
331FARMERS & MERCHANTS INVESTMENTS INC$9.4M1
332OREGON PUBLIC EMPLOYEES RETIREMENT FUND$9.4M1
333Atria Investments, Inc$9.4M1
334Connor, Clark & Lunn Investment Management Ltd.$9.3M1
335Atlantic Union Bankshares Corp$9.3M1
336BAR HARBOR WEALTH MANAGEMENT$9.2M1
337Norinchukin Bank, The$9.2M1
338PITTENGER & ANDERSON INC$9.1M1
339UNITED CAPITAL FINANCIAL ADVISORS, LLC$9.1M1
340SOMERVILLE KURT F$9.1M1
341Cardinal Capital Management$9.1M1
342BLI - Banque de Luxembourg Investments$9.0M1
343OP Asset Management Ltd$8.9M1
344OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$8.8M1
345Concurrent Investment Advisors, LLC$8.8M1
346Federation des caisses Desjardins du Quebec$8.8M1
347Biondo Investment Advisors, LLC$8.8M1
348Lido Advisors, LLC$8.8M1
349Penobscot Investment Management Company, Inc.$8.8M1
350MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.7M1
351FIL Ltd$8.6M1
352HM PAYSON & CO$8.4M1
353Madison Asset Management, LLC$8.4M1
354NOMURA HOLDINGS INC$8.4M1
355Visionary Wealth Advisors$8.3M1
356Hamilton Point Investment Advisors, LLC$8.2M1
357Delaney Dennis R$8.1M1
358PUZO MICHAEL J$8.1M1
359Aptus Capital Advisors, LLC$8.1M1
360Northwest & Ethical Investments L.P.$7.9M1
361Clearstead Advisors, LLC$7.8M1
362Snowden Capital Advisors LLC$7.7M1
363R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC$7.6M1
364Quantbot Technologies LP$7.6M1
365MONARCH CAPITAL MANAGEMENT INC$7.6M1
366NBT BANK, N.A.$7.5M1
367DIVERSIFY WEALTH MANAGEMENT, LLC$7.5M1
368AXXCESS WEALTH MANAGEMENT, LLC$7.5M1
369STEPHENS INC /AR/$7.4M1
370Evelyn Partners Asset Management Ltd$7.4M1
371Merit Financial Group, LLC$7.4M1
372CAMBIENT FAMILY OFFICE, LLC$7.3M1
373Granite Investment Partners, LLC$7.3M1
374Eurizon SLJ Capital Ltd$7.3M1
375FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.2M1
376Vident Advisory, LLC$7.1M1
377Pictet North America Advisors SA$7.0M1
378NLB Skladi, upravljanje premozenja, d.o.o.$7.0M1
379Voleon Capital Management LP$7.0M1
380CARDEROCK CAPITAL MANAGEMENT INC$7.0M1
381ING GROEP NV$6.9M1
382DONALDSON CAPITAL MANAGEMENT, LLC$6.8M1
383Advisors Asset Management, Inc.$6.8M1
384Monte Financial Group, LLC$6.8M1
385ALPS ADVISORS INC$6.8M1
386Kestra Advisory Services, LLC$6.7M1
387Meiji Yasuda Asset Management Co Ltd.$6.7M1
388Clark & Stuart, Inc$6.7M1
389LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$6.6M1
390FIRST NATIONAL TRUST CO$6.5M1
391Cornerstone Wealth Group, LLC$6.4M1
392Investment Management Corp of Ontario$6.4M1
393CENTRAL TRUST Co$6.4M1
394GHP Investment Advisors, Inc.$6.4M1
395IMC-Chicago, LLC$6.3M1
396Azimuth Capital Investment Management LLC$6.3M1
397JAMISON PRIVATE WEALTH MANAGEMENT, INC.$6.3M1
398Avanza Fonder AB$6.2M1
399Columbus Macro, LLC$6.2M1
400Richard C. Young & CO., LTD.$6.1M1
401ALLIANZ SE$6.1M1
402RWA WEALTH PARTNERS, LLC$6.1M1
403KESTRA PRIVATE WEALTH SERVICES, LLC$6.1M1
404Kingsview Wealth Management, LLC$6.0M1
405PROFUND ADVISORS LLC$6.0M1
406Y-Intercept (Hong Kong) Ltd$6.0M1
407BOWEN HANES & CO INC$5.9M1
408ROCKLAND TRUST CO$5.9M1
409Callan Family Office, LLC$5.8M1
4101ST SOURCE BANK$5.8M1
411Notis-McConarty Edward$5.8M1
412Inspire Investing, LLC$5.7M1
413MARTINGALE ASSET MANAGEMENT L P$5.7M1
414Schonfeld Strategic Advisors LLC$5.7M1
415NEW ENGLAND ASSET MANAGEMENT INC$5.7M1
416CWM, LLC$5.6M1
417PINNACLE ASSOCIATES LTD$5.6M1
418Siemens Fonds Invest GmbH$5.5M1
419Prospera Financial Services Inc$5.5M1
420Sentry LLC$5.4M1
421Global X Japan Co., Ltd.$5.4M1
422PARK NATIONAL CORP /OH/$5.4M1
423CLOVERFIELDS CAPITAL GROUP, LP$5.3M1
424Birch Hill Investment Advisors LLC$5.3M1
425Woodline Partners LP$5.3M1
426World Investment Advisors$5.3M1
427Wilmington Savings Fund Society, FSB$5.3M1
428Douglass Winthrop Advisors, LLC$5.2M1
429ELEVATION POINT WEALTH PARTNERS, LLC$5.2M1
430WESTPAC BANKING CORP$5.2M1
431ABN AMRO INVESTMENT SOLUTIONS$5.2M1
432Sky Investment Group LLC$5.1M1
433ASSETMARK, INC$5.1M1
434Marks Group Wealth Management, Inc$5.1M1
435William Allan Corp$5.1M1
436INTECH INVESTMENT MANAGEMENT LLC$5.1M1
437MASTERINVEST Kapitalanlage GmbH$5.1M1
438Vestmark Advisory Solutions, Inc.$5.0M1
439DT Investment Partners, LLC$4.9M1
440MIZUHO SECURITIES USA LLC$4.9M1
441DAVIS R M INC$4.9M1
442AE Wealth Management LLC$4.9M1
443Osmosis Investment Management UK Ltd$4.9M1
444Counterpoint Mutual Funds LLC$4.8M1
445Elefante Mark B$4.8M1
446Kintegral Advisory, LLC$4.8M1
447Plato Investment Management Ltd$4.8M1
448PINKERTON WEALTH, LLC$4.7M1
449Cyndeo Wealth Partners, LLC$4.7M1
450Ameritas Investment Partners, Inc.$4.7M1
451CAISSE DES DEPOTS ET CONSIGNATIONS$4.7M1
452FLPUTNAM INVESTMENT MANAGEMENT CO$4.7M1
453CULBERTSON A N & CO INC$4.7M1
454SPRING CAPITAL MANAGEMENT, LLC$4.7M1
455LETSON INVESTMENT MANAGEMENT, INC.$4.7M1
456HARTFORD INVESTMENT MANAGEMENT CO$4.7M1
457Sustainable Insight Capital Management, LLC$4.7M1
458GLOBALT Investments LLC / GA$4.6M1
459Groupe la Francaise$4.6M1
460Laird Norton Wetherby Trust Company, LLC$4.6M1
461FRG Family Wealth Advisors LLC$4.5M1
462PENINSULA ASSET MANAGEMENT INC$4.5M1
463CITIZENS FINANCIAL GROUP INC/RI$4.5M1
464KKM Financial LLC$4.5M1
465Savant Capital, LLC$4.5M1
466WINTON GROUP Ltd$4.5M1
467OMERS ADMINISTRATION Corp$4.3M1
468SHERMAN PORFOLIOS, LLC$4.3M1
469Livforsakringsbolaget Skandia, Omsesidigt$4.3M1
470Tower Research Capital LLC (TRC)$4.3M1
471WINDWARD CAPITAL MANAGEMENT CO /CA$4.2M1
472Freestone Capital Holdings, LLC$4.2M1
473Maryland State Retirement & Pension System$4.1M1
474Banque Cantonale Vaudoise$4.1M1
475Procyon Advisors, LLC$4.1M1
476Stokes Capital Advisors, LLC$4.1M1
477Sawyer & Company, Inc$4.1M1
478Metis Global Partners, LLC$4.0M1
479UMB Bank, n.a.$4.0M1
480Orion Porfolio Solutions, LLC$3.9M1
481BAILARD, INC.$3.9M1
482STANCE CAPITAL LLC$3.9M1
483BONTEMPO OHLY CAPITAL MGMT LLC$3.9M1
484Avior Wealth Management, LLC$3.9M1
485ABC ARBITRAGE SA$3.9M1
486Machina Capital S.A.S.$3.8M1
487CI INVESTMENTS INC.$3.8M1
488Waverly Advisors, LLC$3.8M1
489Perigon Wealth Management, LLC$3.8M1
490BERKSHIRE ASSET MANAGEMENT LLC/PA$3.8M1
491LOWE BROCKENBROUGH & CO INC$3.8M1
492Vise Technologies, Inc.$3.8M1
493BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$3.8M1
494TD Waterhouse Canada Inc.$3.8M1
495Dai-ichi Life Insurance Company, Ltd$3.7M1
496MidFirst Bank$3.7M1
497MOODY LYNN LIEBERSON & WALKER, LLC$3.7M1
498R.H. Investment Group, LLC$3.7M1
499Private Advisor Group, LLC$3.7M1
500BRADY FAMILY WEALTH, LLC$3.7M1
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)5 buy / 6 sell
Congress net ($ bound)−$71.0K to $104K
Filers net (actions)not in build
Filers net ($ 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 ADP

RETAINED WINDOW · ACTIVE HITS
Signal hits naming ADP
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for ADP · financials and macro

Financials — as filed PLANNED

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