Public record / Tickers / AEM

AEM — AGNICO EAGLE MINES LTD

Both disclosure regimes on one name: who in Congress filed about AEM, 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
3
all PTR rows naming AEM
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
07-03
filed 2016-07-03
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

Mick Mulvaney · $15.0K–$50.0K

Sale · traded 2016-06-29 → filed 2016-07-03. Ranked over every AEM row by the provable lower bound, never a point estimate.

No member disclosed AEM 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.

Every row filed inside 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

No dated AEM rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING AEM · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning AEM
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2016-07-03Mick Mulvaney R–SC-5SaleTraded 06-29 +4d$1K–$15K
2016-07-03Mick Mulvaney R–SC-5Sale · JT (jointly owned)Traded 06-29 +4d$15K–$50K
2014-05-14Ed Whitfield R–KY-1Sale · SP (spouse-owned)Traded 04-30 +14d$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 3 ↗

Members active in AEM

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

No member disclosed AEM in the trailing 12 months.

Congress ↔ notable managers · AEM

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

Adding
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · AGNICO EAGLE MINES LTD

Merged timeline of congressional filings and notable-manager moves on AEM
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Ftrim−45,548 sh
2026-05-15Gotham Asset Management 13Ftrim−1,034 sh

2 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 AEM for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1Capital World Investors$4.4B1
2FMR LLC$4.0B1
3ROYAL BANK OF CANADA$3.1B1
4VANGUARD CAPITAL MANAGEMENT LLC$2.8B1
5FIL Ltd$2.6B1
6MASSACHUSETTS FINANCIAL SERVICES CO /MA/$2.5B1
7BANK OF MONTREAL /CAN/$2.1B1
8TD ASSET MANAGEMENT INC$2.0B1
9MACKENZIE FINANCIAL CORP$1.8B1
10DEUTSCHE BANK AG\$1.8B1
11ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1.4B1
12Connor, Clark & Lunn Investment Management Ltd.$1.2B1
13GEODE CAPITAL MANAGEMENT, LLC$1.1B1
14BANK OF AMERICA CORP /DE/$1.1B1
15First Eagle Investment Management, LLC$1.1B1
16VANGUARD FIDUCIARY TRUST CO$891M1
17CIBC Asset Management Inc$885M1
18DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$860M1
19CIBC WORLD MARKET INC.$845M1
20MANUFACTURERS LIFE INSURANCE COMPANY, THE$830M1
211832 Asset Management L.P.$795M1
22TD Waterhouse Canada Inc.$767M1
23NATIONAL BANK OF CANADA /FI/$739M1
24CANADA PENSION PLAN INVESTMENT BOARD$719M1
25Amundi$717M1
26Legal & General Group Plc$667M1
27Invesco Ltd.$638M1
28Capital Wealth Planning, LLC$499M1
29MORGAN STANLEY$462M1
30Clearbridge Investments, LLC$441M1
31Vanguard Global Advisers, LLC$408M1
32Employees Provident Fund Board$374M1
33TORONTO DOMINION BANK$347M1
34Swiss National Bank$343M1
35Nuveen, LLC$339M1
36DIMENSIONAL FUND ADVISORS LP$329M1
37BANK OF NOVA SCOTIA$299M1
38AGF MANAGEMENT LTD$284M1
39UBS Group AG$249M1
40CHARLES SCHWAB INVESTMENT MANAGEMENT INC$246M1
41Alberta Investment Management Corp$234M1
42Federation des caisses Desjardins du Quebec$228M1
43FRANKLIN RESOURCES INC$214M1
44PICTON MAHONEY ASSET MANAGEMENT$197M1
45AMERICAN CENTURY COMPANIES INC$196M1
46Bank of New York Mellon Corp$190M1
47BRADLEY FOSTER & SARGENT INC/CT$187M1
48GROUPAMA ASSET MANAGMENT$186M1
49BNP Paribas Asset Management Holding S.A.$178M1
50VANGUARD ASSET MANAGEMENT, Ltd$178M1
51Addenda Capital Inc.$178M1
52SCOTIA CAPITAL INC.$177M1
53LAZARD ASSET MANAGEMENT LLC$168M1
54GUARDIAN CAPITAL LP$166M1
55BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$166M1
56PAULSON & CO. INC.$159M1
57AQR CAPITAL MANAGEMENT LLC$159M1
58Artemis Investment Management LLP$154M1
59BlackRock, Inc.$146M1
60SCHRODER INVESTMENT MANAGEMENT GROUP$145M1
61SPROTT INC.$139M1
62CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$137M1
63PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$133M1
64RAYMOND JAMES FINANCIAL INC$125M1
65Capital Research Global Investors$118M1
66Allianz Asset Management GmbH$116M1
67Korea Investment CORP$111M1
68Allspring Global Investments Holdings, LLC$111M1
69WELLS FARGO & COMPANY/MN$109M1
70NORTHERN TRUST CORP$101M1
71DJE Kapital AG$99.5M1
72ALTRINSIC GLOBAL ADVISORS LLC$94.0M1
73AVIVA PLC$89.0M1
74FEDERATED HERMES, INC.$83.7M1
75Cannell & Spears LLC$79.0M1
76LPL Financial LLC$78.1M1
77Hillsdale Investment Management Inc.$77.8M1
78Pictet Asset Management Holding SA$73.1M1
79JANE STREET GROUP, LLC$70.6M1
80AMERIPRISE FINANCIAL INC$70.4M1
81CITIGROUP INC$69.7M1
82BARCLAYS PLC$62.9M1
83Zurcher Kantonalbank (Zurich Cantonalbank)$61.8M1
84ENVESTNET ASSET MANAGEMENT INC$61.5M1
85Candriam S.C.A.$59.3M1
86Man Group plc$59.1M1
87Generali Asset Management SPA SGR$58.1M1
88Progeny 3, Inc.$57.8M1
89AustralianSuper Pty Ltd$55.1M1
90ROYAL LONDON ASSET MANAGEMENT LTD$54.0M1
91Groupe la Francaise$53.0M1
92APG Asset Management N.V.$52.0M1
93STIFEL FINANCIAL CORP$51.7M1
94Capital International Investors$50.9M1
95BLI - Banque de Luxembourg Investments$50.6M1
96Vanguard Investments Australia, Ltd.$50.6M1
97PUBLIC SECTOR PENSION INVESTMENT BOARD$48.2M1
98JENNISON ASSOCIATES LLC$48.0M1
99Baird Financial Group, Inc.$39.4M1
100GENERAL AMERICAN INVESTORS CO INC$38.4M1
101Fiera Capital Corp$38.3M1
102Harvest Portfolios Group Inc.$38.1M1
103Mediolanum International Funds Ltd$37.8M1
104PKO Investment Management Joint-Stock Co$36.0M1
105FOUNDATION RESOURCE MANAGEMENT INC$35.8M1
106Andra AP-fonden$35.5M1
107STATE OF WISCONSIN INVESTMENT BOARD$34.8M1
108LMCG INVESTMENTS, LLC$34.2M1
109WELLINGTON MANAGEMENT GROUP LLP$34.0M1
110MONTRUSCO BOLTON INVESTMENTS INC.$32.9M1
111INTACT INVESTMENT MANAGEMENT INC.$32.3M1
112SUSQUEHANNA INTERNATIONAL GROUP, LLP$31.4M1
113FIRST TRUST ADVISORS LP$31.3M1
114PRINCIPAL FINANCIAL GROUP INC$30.4M1
115UniSuper Management Pty Ltd$29.6M1
116DRIEHAUS CAPITAL MANAGEMENT LLC$28.6M1
117St. James Investment Company, LLC$28.6M1
118Varma Mutual Pension Insurance Co$28.6M1
119MILLENNIUM MANAGEMENT LLC$28.4M1
120HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$28.3M1
121MUHLENKAMP & CO INC$28.1M1
122Arbejdsmarkedets Tillaegspension$28.0M1
123GW HENSSLER & ASSOCIATES LTD$27.1M1
124Capital International Sarl$27.1M1
125CAPITAL MANAGEMENT CORP /VA$26.4M1
126Advisors Capital Management, LLC$26.1M1
127Caprock Group, LLC$25.9M1
128Evelyn Partners Investment Management LLP$25.7M1
129EDMOND DE ROTHSCHILD HOLDING S.A.$25.5M1
130Maryland State Retirement & Pension System$25.4M1
131NATIXIS$24.6M1
132Waratah Capital Advisors Ltd.$24.6M1
133Zurich Insurance Group Ltd/FI$23.8M1
134Lansforsakringar Fondforvaltning AB (publ)$23.3M1
135Northwest & Ethical Investments L.P.$23.1M1
136GUGGENHEIM CAPITAL LLC$22.7M1
137Creative Planning$21.6M1
138Kercheville Advisors, LLC$21.0M1
139SEB Asset Management AB$20.6M1
140TB Alternative Assets Ltd.$20.3M1
141KEATING INVESTMENT COUNSELORS INC$20.3M1
142Swiss Life Asset Management Ltd$19.6M1
143USS Investment Management Ltd$19.4M1
144Danica Pension, Livsforsikringsaktieselskab$19.4M1
145Investment Management Corp of Ontario$19.3M1
146Generate Investment Management Ltd$19.3M1
147LBP AM SA$18.9M1
148Heathbridge Capital Management Ltd.$18.8M1
149Capital International, Inc./CA/$18.7M1
150PEAK6 LLC$18.5M1
151INTECH INVESTMENT MANAGEMENT LLC$18.4M1
152Bridgewater Associates, LP$18.0M1
153Allworth Financial LP$17.9M1
154Oxbow Advisors, LLC$17.7M1
155Regal Partners Ltd$17.7M1
156Cetera Investment Advisers$17.2M1
157CAPITAL INTERNATIONAL LTD /CA/$16.8M1
158ALLIANZ SE$16.6M1
159HATCH COVE CAPITAL, LLC$16.5M1
160Janus Henderson Group Ltd.$16.3M1
161Merk Investments LLC$16.2M1
162Mariner, LLC$16.1M1
163Sienna Gestion$16.0M1
164Avanza Fonder AB$16.0M1
165Sumitomo Mitsui Trust Group, Inc.$15.5M1
166Genus Capital Management Inc.$15.0M1
167Steadtrust LLC$14.9M1
168Beacon Pointe Advisors, LLC$14.8M1
169Osmosis Investment Management UK Ltd$14.8M1
170BCV Asset Management Inc.$14.4M1
171O'SHAUGHNESSY ASSET MANAGEMENT, LLC$14.1M1
172Oak Harvest Investment Services$14.0M1
173Cardinal Point Capital Management ULC$14.0M1
174Stack Financial Management, Inc$13.5M1
175Plancorp, LLC$13.2M1
176NAVELLIER & ASSOCIATES INC$13.1M1
177ALLIANCEBERNSTEIN L.P.$13.0M1
178Guardian Partners Inc.$12.9M1
179NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$12.8M1
180OMERS ADMINISTRATION Corp$12.4M1
181Old West Investment Management, LLC$12.0M1
182Quantinno Capital Management LP$11.9M1
183Empowered Funds, LLC$11.7M1
184CWA Asset Management Group, LLC$11.7M1
185Y-Intercept (Hong Kong) Ltd$11.6M1
186Nelson Capital Management, LLC$11.3M1
187Apriem Advisors$11.2M1
188Metis Global Partners, LLC$11.2M1
189Focus Partners Wealth$11.1M1
190SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$11.1M1
191Violich Capital Management, Inc.$11.1M1
192Utah Retirement Systems$11.0M1
193PROFUND ADVISORS LLC$11.0M1
194K.J. Harrison & Partners Inc$11.0M1
195JCIC Asset Management Inc.$11.0M1
196KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$10.9M1
197CHELSEA COUNSEL CO$10.8M1
198Knoll Capital Management, LLC$10.7M1
199GROUP ONE TRADING LLC$10.5M1
200Walleye Trading LLC$10.5M1
201HighTower Advisors, LLC$10.2M1
202CREDIT AGRICOLE S A$9.9M1
203ALPINE WOODS CAPITAL INVESTORS, LLC$9.9M1
204WealthTrust Axiom LLC$9.9M1
205RWA WEALTH PARTNERS, LLC$9.7M1
206Squarepoint Ops LLC$9.6M1
207Mitsubishi UFJ Trust & Banking Corp$9.6M1
208Pekin Hardy Strauss, Inc.$9.6M1
209D. E. Shaw & Co., Inc.$9.4M1
210Aviso Financial Inc.$9.4M1
211Oppenheimer & Close, LLC$9.3M1
212Murphy Pohlad Asset Management LLC$9.3M1
213Lane Generational LLC$9.2M1
214Bank Julius Baer & Co. Ltd, Zurich$9.2M1
215BARINGS LLC$9.2M1
216COMMONWEALTH EQUITY SERVICES, LLC$9.1M1
217Corient Private Wealth LLC$9.1M1
218Cerity Partners LLC$8.8M1
219DISCOVERY CAPITAL MANAGEMENT, LLC / CT$8.8M1
220VICTORY CAPITAL MANAGEMENT INC$8.8M1
221HOHIMER WEALTH MANAGEMENT, LLC$8.7M1
222Vident Advisory, LLC$8.5M1
223Enclave Advisors LLC$8.4M1
224Gotham Asset Management, LLC$8.3M1
225Access Investment Management LLC$8.1M1
226Delos Wealth Advisors, LLC$8.0M1
227DENALI ADVISORS LLC$8.0M1
228SUSQUEHANNA ADVISORS GROUP, INC.$7.9M1
229OSAIC HOLDINGS, INC.$7.8M1
230ESSEX INVESTMENT MANAGEMENT CO LLC$7.8M1
231TRUIST FINANCIAL CORP$7.7M1
232STANSBERRY ASSET MANAGEMENT, LLC$7.6M1
233D.A. DAVIDSON & CO.$7.3M1
234Financial Sense Advisors, Inc.$7.3M1
235Grand Central Investment Group$7.3M1
236Trek Financial, LLC$7.2M1
237ASSETMARK, INC$7.1M1
238Caldwell Investment Management Ltd.$7.1M1
239Rockefeller Capital Management L.P.$6.9M1
240J. Safra Sarasin Holding AG$6.9M1
241MCCARTER PRIVATE WEALTH SERVICES LLC$6.8M1
242OPPENHEIMER & CO INC$6.7M1
243Kestra Advisory Services, LLC$6.5M1
244WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6.5M1
245Visionary Wealth Advisors$6.4M1
246&PARTNERS$6.4M1
247NWAM LLC$6.3M1
248Vanguard National Trust Co$6.3M1
249McAlvany Wealth Management LLC$6.2M1
250Orion Porfolio Solutions, LLC$6.2M1
251LEUTHOLD GROUP, LLC$6.2M1
252KING LUTHER CAPITAL MANAGEMENT CORP$6.2M1
253PCJ Investment Counsel Ltd.$6.2M1
254AZZAD ASSET MANAGEMENT INC /ADV$6.2M1
255U S GLOBAL INVESTORS INC$6.1M1
256Vontobel Holding Ltd.$6.1M1
257Te Ahumairangi Investment Management Ltd$6.0M1
258RITHOLTZ WEALTH MANAGEMENT$6.0M1
259Marex Group Ltd$6.0M1
260Explore Capital Management, LLC$6.0M1
261MML INVESTORS SERVICES, LLC$5.9M1
262EVOKE WEALTH, LLC$5.9M1
263Davidson Capital Management Inc.$5.8M1
264PARSONS CAPITAL MANAGEMENT INC/RI$5.8M1
265Extract Advisors LLC$5.6M1
266BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$5.4M1
267Amova Asset Management Americas, Inc.$5.4M1
268Elite Wealth Management, Inc.$5.4M1
269Qsemble Capital Management, LP$5.4M1
270Pinnacle Wealth Management Group, Inc.$5.3M1
271Gladstone Institutional Advisory LLC$5.2M1
272Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)$5.2M1
273Tidal Investments LLC$5.2M1
274HARVEY CAPITAL MANAGEMENT INC$5.2M1
275PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE$5.1M1
276BW Gestao de Investimentos Ltda.$5.1M1
277CITADEL ADVISORS LLC$5.1M1
278Ashton Thomas Private Wealth, LLC$5.0M1
279Pathstone Holdings, LLC$5.0M1
280NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$4.9M1
281Skylands Capital, LLC$4.9M1
282BANK OF NOVA SCOTIA TRUST CO$4.8M1
283TCFG WEALTH MANAGEMENT, LLC$4.8M1
284TCFG Investment Advisors, LLC$4.8M1
285CONFLUENCE INVESTMENT MANAGEMENT LLC$4.7M1
286Vanguard Personalized Indexing Management, LLC$4.7M1
287US BANCORP \DE\$4.6M1
288Royal Fund Management, LLC$4.6M1
289B. Riley Wealth Advisors, Inc.$4.4M1
290VAN ECK ASSOCIATES CORP$4.3M1
291Journey Advisory Group, LLC$4.2M1
292Ridge Creek Global, Inc$4.2M1
293Triasima Portfolio Management inc.$4.2M1
294Counterpoint Mutual Funds LLC$4.2M1
295SEI INVESTMENTS CO$4.2M1
296Niles Investment Management, LLC$4.2M1
297Gemmer Asset Management LLC$4.2M1
298SATURNA CAPITAL CORP$4.1M1
299Crossmark Global Holdings, Inc.$4.1M1
300Uncommon Cents Investing LLC$4.1M1
301OLD MISSION CAPITAL LLC$3.9M1
302TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$3.9M1
303BIT Capital GmbH$3.9M1
304Ensign Peak Advisors, Inc$3.8M1
305WORLDQUANT MILLENNIUM ADVISORS LLC$3.8M1
306Steward Partners Investment Advisory, LLC$3.7M1
307Twin Lakes Capital Management, LLC$3.7M1
308BANQUE PICTET & CIE SA$3.7M1
309Manatuck Hill Partners, LLC$3.7M1
310KESTRA PRIVATE WEALTH SERVICES, LLC$3.6M1
311Advisors Asset Management, Inc.$3.6M1
312E Fund Management (Hong Kong) Co., Ltd.$3.6M1
313E Fund Management Co., Ltd.$3.6M1
314WINTON GROUP Ltd$3.6M1
315NewEdge Advisors, LLC$3.5M1
316Capital Group Investment Management Pte. Ltd.$3.5M1
317Annex Advisory Services, LLC$3.5M1
318Vise Technologies, Inc.$3.4M1
319Assenagon Asset Management S.A.$3.4M1
320Generali Investments CEE, investicni spolecnost, a.s.$3.3M1
321Summit Financial, LLC$3.3M1
322Moran Wealth Management, LLC$3.2M1
323MONEY CONCEPTS CAPITAL CORP$3.2M1
324SAGESPRING WEALTH PARTNERS, LLC$3.2M1
325XTX Topco Ltd$3.2M1
326Evelyn Partners Investment Management Services Ltd$3.2M1
327SIMPLEX TRADING, LLC$3.1M1
328IHT Wealth Management, LLC$3.0M1
329WINMILL & CO. INC$3.0M1
330BENJAMIN EDWARDS INC$3.0M1
331M&T BANK CORP$3.0M1
332NORDEN GROUP LLC$3.0M1
333J.P. Marvel Investment Advisors, LLC$2.9M1
334Ruggaard & Associates LLC$2.9M1
335FIRST INTERSTATE BANK$2.9M1
336Atlantic Union Bankshares Corp$2.9M1
337LGT Fund Management Co Ltd.$2.9M1
338SIG North Trading, ULC$2.8M1
339Cinctive Capital Management LP$2.8M1
340SteelPeak Wealth, LLC$2.8M1
341CIDEL ASSET MANAGEMENT INC$2.8M1
342Laird Norton Wetherby Trust Company, LLC$2.8M1
343ASR Vermogensbeheer N.V.$2.7M1
344Portside Wealth Group, LLC$2.7M1
345BAMCO INC /NY/$2.7M1
346Private Advisor Group, LLC$2.7M1
347Jain Global LLC$2.6M1
348AVALON CAPITAL MANAGEMENT$2.6M1
349Ativo Capital Management LLC$2.6M1
350MERCER GLOBAL ADVISORS INC /ADV$2.5M1
351NFJ INVESTMENT GROUP, LLC$2.5M1
352Gator Capital Management, LLC$2.5M1
353Clear Trail Advisors, LLC$2.5M1
354RED CEDAR INVESTMENT MANAGEMENT, LLC$2.5M1
355Sequoia Financial Advisors, LLC$2.5M1
356AlphaCore Capital LLC$2.5M1
357RENAISSANCE TECHNOLOGIES LLC$2.5M1
358Union Bancaire Privee, UBP SA$2.5M1
359Tevis Investment Management$2.5M1
360SIGNATUREFD, LLC$2.4M1
361WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$2.3M1
362Stratos Wealth Partners, LTD.$2.3M1
363OSSIAM$2.3M1
364Clare Market Investments LLC$2.3M1
365IEQ CAPITAL, LLC$2.3M1
366NOMURA HOLDINGS INC$2.3M1
367Cypress Capital Management LLC (WY)$2.3M1
368Game Creek Capital, LP$2.2M1
369Element Squared LLC$2.2M1
370BLAIR WILLIAM & CO/IL$2.2M1
371CVFG LLC$2.2M1
372HSBC HOLDINGS PLC$2.2M1
373Plato Investment Management Ltd$2.2M1
374Susquehanna Portfolio Strategies, LLC$2.1M1
375WASHINGTON CAPITAL MANAGEMENT, INC$2.1M1
376Performance Wealth Partners, LLC$2.1M1
377Leonteq Securities AG$2.1M1
378Compound Planning, Inc.$2.1M1
379QUADRANT CAPITAL GROUP LLC$2.1M1
380Concurrent Investment Advisors, LLC$2.1M1
381KLCM Advisors, Inc.$2.0M1
382Polymer Capital Management (US) LLC$2.0M1
383VIEWPOINT INVESTMENT PARTNERS CORP$2.0M1
384CHOREO, LLC$2.0M1
385GLENMEDE TRUST CO NA$2.0M1
386UHLMANN PRICE SECURITIES, LLC$2.0M1
387Beirne Wealth Consulting Services, LLC$2.0M1
388Prospera Financial Services Inc$1.9M1
389ELEVATION POINT WEALTH PARTNERS, LLC$1.9M1
390Vestmark Advisory Solutions, Inc.$1.9M1
391NISSAY ASSET MANAGEMENT CORP /JAPAN$1.9M1
392ION Fund Management Ltd$1.9M1
393MGO ONE SEVEN LLC$1.9M1
394Perigon Wealth Management, LLC$1.9M1
395SAPIENT CAPITAL LLC$1.9M1
396AlTi Global, Inc.$1.8M1
397Havemeyer Place LP$1.8M1
398Lombard Odier Asset Management (Switzerland) SA$1.8M1
399FIDUCIARY TRUST CO$1.8M1
400SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$1.8M1
401Scheer, Rowlett & Associates Investment Management Ltd.$1.7M1
402Qtron Investments LLC$1.7M1
403Tower Research Capital LLC (TRC)$1.7M1
404VERUS CAPITAL PARTNERS, LLC$1.7M1
405DIVERSIFY WEALTH MANAGEMENT, LLC$1.7M1
406CADINHA & CO LLC$1.7M1
407TOCQUEVILLE ASSET MANAGEMENT L.P.$1.7M1
408CHESAPEAKE CAPITAL CORP /IL/$1.7M1
409Gibbs Wealth Management$1.6M1
410Westerkirk Capital Inc.$1.6M1
411EVERGREEN CAPITAL MANAGEMENT LLC$1.6M1
412Marks Group Wealth Management, Inc$1.6M1
413NBT BANK, N.A.$1.6M1
414CALIBER WEALTH MANAGEMENT, LLC / KS$1.6M1
415BankChampaign, National Association$1.6M1
416Quadcap Wealth Management, LLC$1.5M1
417Themes Management Co LLC$1.5M1
418CWM, LLC$1.5M1
419OLD SECOND NATIONAL BANK OF AURORA$1.5M1
420Argentarii, LLC$1.4M1
421Asset One Wealth Management LLC$1.4M1
422Baker Ellis Asset Management LLC$1.4M1
423Madison Asset Management, LLC$1.4M1
424FIDELIS CAPITAL PARTNERS, LLC$1.4M1
425Sepio Capital, LP$1.4M1
426Sigma Planning Corp$1.4M1
427RFG Advisory, LLC$1.4M1
428Lavaca Capital LLC$1.4M1
429OpenArc Corporate Advisory, LLC$1.4M1
430HB Wealth Management, LLC$1.4M1
431Round Rock Advisors LLC$1.4M1
432Cadence Wealth Management LLC$1.3M1
433Dakota Wealth Management$1.3M1
434PRINCIPAL SECURITIES, INC.$1.3M1
435EASTERLY INVESTMENT PARTNERS LLC$1.3M1
436Pinpoint Asset Management (Singapore) Pte. Ltd.$1.2M1
437HUSSMAN STRATEGIC ADVISORS, INC.$1.2M1
438Savant Capital, LLC$1.2M1
439RKL Wealth Management LLC$1.2M1
440GSG Advisors LLC$1.2M1
441COLDSTREAM CAPITAL MANAGEMENT INC$1.2M1
442Fairvoy Private Wealth, LLC$1.2M1
443Eurizon Capital SGR S.p.A.$1.2M1
444Belpointe Asset Management LLC$1.1M1
445Fortis Capital Advisors, LLC$1.1M1
446180 WEALTH ADVISORS, LLC$1.1M1
447CoreCommodity Management, LLC$1.1M1
448Aries Wealth Management$1.1M1
449Cumberland Partners Ltd$1.1M1
450MOODY LYNN LIEBERSON & WALKER, LLC$1.1M1
451Auto-Owners Insurance Co$1.1M1
452Sumitomo Mitsui DS Asset Management Company, Ltd$1.1M1
453GWN SECURITIES INC.$1.1M1
454KEYBANK NATIONAL ASSOCIATION/OH$1.1M1
455Avestar Capital, LLC$1.1M1
456Aptus Capital Advisors, LLC$1.1M1
457denkapparat Operations GmbH$1.1M1
458Inspire Advisors, LLC$1.1M1
459PRUDENTIAL PLC$1.0M1
460OneDigital Investment Advisors LLC$1.0M1
461World Investment Advisors$1.0M1
462EVOLVE PRIVATE WEALTH, LLC$1.0M1
463Brooklyn Investment Group$1.0M1
464Alliance Private Wealth, LLC$1.0M1
465Tacita Capital Inc$1.0M1
466INDEPENDENT FINANCIAL GROUP, LLC$1.0M1
467Moors & Cabot, Inc.$1.0M1
468UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.0M1
469Private Advisory Group LLC$998K1
470Phoenix Financial Ltd.$992K1
471Fractal Investments LLC$976K1
472Gold Investment Management Ltd.$975K1
473LEVEL FOUR ADVISORY SERVICES, LLC$970K1
474VAN DEN BERG MANAGEMENT I, INC$967K1
475PINNACLE ASSOCIATES LTD$965K1
476Paradiem, LLC$965K1
477Independent Advisor Alliance$962K1
478Avidian Wealth Enterprises, LLC$958K1
479Dai-ichi Life Insurance Company, Ltd$954K1
480LANSDOWNE PARTNERS (UK) LLP$943K1
481Pembroke Management, LTD$939K1
482BOOTHBAY FUND MANAGEMENT, LLC$937K1
483CIBC Bancorp USA Inc.$931K1
484Vann Equity Management LLC$929K1
485Hilltop Holdings Inc.$926K1
486Atria Investments, Inc$922K1
487Hartree Partners, LP$913K1
488Baader Bank Aktiengesellschaft$909K1
489TECTONIC ADVISORS LLC$899K1
490EFG International AG$885K1
491INSIGHT 2811, INC.$884K1
492Waverly Advisors, LLC$881K1
493Rock Point Advisors, LLC$879K1
494Independent Family Office, LLC$868K1
495Composition Wealth, LLC$860K1
496SHRIER WEALTH MANAGEMENT, LLC$855K1
497PFG Investments, LLC$853K1
498TWO SIGMA INVESTMENTS, LP$847K1
499TOWNSQUARE CAPITAL LLC$842K1
500EP Wealth Advisors, LLC$841K1
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 AEM

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for AEM · financials and macro

Financials — as filed PLANNED

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