Public record / Tickers / AEP

AEP — AMERICAN ELECTRIC POWER CO INC

Both disclosure regimes on one name: who in Congress filed about AEP, 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
41
all PTR rows naming AEP
Members · 12m
2
6 buys · 3 sells · by trade date
Latest PTR
09-05
filed 2026-09-05
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

George Whitesides · $15.0K–$50.0K

Sale · traded 2025-03-24 → filed 2025-04-23. Ranked over every AEP row by the provable lower bound, never a point estimate.

2 members · 6 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.

5 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

12 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. 12 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING AEP · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning AEP
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-05David J. Taylor R–OH-2PurchaseTraded 08-26 +10d$1K–$15K
2026-09-05David J. Taylor R–OH-2PurchaseTraded 08-26 +10d$1K–$15K
2026-06-12David J. Taylor R–OH-2PurchaseTraded 06-05 +7d$1K–$15K
2026-03-06David J. Taylor R–OH-2SaleTraded 02-26 +8d$1K–$15K
2026-02-02David J. Taylor R–OH-2PurchaseTraded 01-16 +17d$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 41 ↗

Members active in AEP

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing AEP 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.
David J. Taylor R–OH-28−$40.0K to $72.0K2
Rick Larsen D–WA-21$1.0K to $15.0K1

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

Congress ↔ notable managers · AEP

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

Congress · last 90 days

Buyers
1 David J. Taylor R–OH-2 $2K–$30K
Sellers
0

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

Notable managers · quarter ended 2026-03-31

Trimming
1 D1 Capital Partners $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · AMERICAN ELEC PWR CO INC

Merged timeline of congressional filings and notable-manager moves on AEP
DateWhoChangeSize
2026-09-05David J. Taylor CongressPurchase$1K–$15K
2026-09-05David J. Taylor CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+9,100 sh
2026-05-15Bridgewater Associates 13Fnew+51,869 sh
2026-05-15D1 Capital Partners 13Fexit−344,100 sh

5 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 AEP for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$6.3B1
2VANGUARD CAPITAL MANAGEMENT LLC$4.6B1
3STATE STREET CORP$4.0B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$2.0B1
5GQG Partners LLC$2.0B1
6MORGAN STANLEY$1.9B1
7GEODE CAPITAL MANAGEMENT, LLC$1.9B1
8WELLINGTON MANAGEMENT GROUP LLP$1.7B1
9BARCLAYS PLC$1.4B1
10AMERIPRISE FINANCIAL INC$1.2B1
11DODGE & COX$1.1B1
12Invesco Ltd.$1.0B1
13FMR LLC$797M1
14ROYAL BANK OF CANADA$786M1
15Nuveen, LLC$786M1
16BANK OF AMERICA CORP /DE/$677M1
17Legal & General Group Plc$626M1
18NORTHERN TRUST CORP$612M1
19ALLIANCEBERNSTEIN L.P.$609M1
20Allspring Global Investments Holdings, LLC$592M1
21MASSACHUSETTS FINANCIAL SERVICES CO /MA/$591M1
22MILLENNIUM MANAGEMENT LLC$544M1
23WELLS FARGO & COMPANY/MN$516M1
24Bank of New York Mellon Corp$473M1
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC$460M1
26UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$400M1
27VANGUARD FIDUCIARY TRUST CO$399M1
28ENVESTNET ASSET MANAGEMENT INC$392M1
29CITIGROUP INC$388M1
30VICTORY CAPITAL MANAGEMENT INC$386M1
31Amundi$333M1
32DEUTSCHE BANK AG\$319M1
33RAYMOND JAMES FINANCIAL INC$316M1
34Janus Henderson Group Ltd.$291M1
35BANK OF MONTREAL /CAN/$261M1
36HighTower Advisors, LLC$260M1
37National Pension Service$256M1
38TD ASSET MANAGEMENT INC$253M1
39UBS Group AG$252M1
40Mitsubishi UFJ Trust & Banking Corp$241M1
41ANTIPODES PARTNERS Ltd$237M1
42DIMENSIONAL FUND ADVISORS LP$235M1
43Pictet Asset Management Holding SA$221M1
44Swiss National Bank$205M1
45AQR CAPITAL MANAGEMENT LLC$205M1
46Capital Research Global Investors$195M1
47FIRST TRUST ADVISORS LP$195M1
48FRANKLIN RESOURCES INC$187M1
49SEI INVESTMENTS CO$185M1
50Sumitomo Mitsui Trust Group, Inc.$179M1
51Mawer Investment Management Ltd.$175M1
52Mitsubishi UFJ Asset Management Co., Ltd.$166M1
53MANUFACTURERS LIFE INSURANCE COMPANY, THE$158M1
54CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$158M1
55ICAHN CARL C$158M1
56PRUDENTIAL FINANCIAL INC$156M1
571832 Asset Management L.P.$155M1
58Vanguard Global Advisers, LLC$155M1
59Chevy Chase Trust Holdings, LLC$154M1
60JOHNSON INVESTMENT COUNSEL INC$153M1
61Assenagon Asset Management S.A.$150M1
62Soroban Capital Partners LP$148M1
63LPL Financial LLC$143M1
64CRAWFORD INVESTMENT COUNSEL INC$133M1
65VANGUARD ASSET MANAGEMENT, Ltd$132M1
66STIFEL FINANCIAL CORP$132M1
67COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$125M1
68Energy Income Partners, LLC$119M1
69FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$118M1
70Epoch Investment Partners, Inc.$118M1
71HSBC HOLDINGS PLC$116M1
72Empower Advisory Group, LLC$114M1
73ZACKS INVESTMENT MANAGEMENT$104M1
74ProShare Advisors LLC$101M1
75DUFF & PHELPS INVESTMENT MANAGEMENT CO$99.9M1
76ADAGE CAPITAL PARTNERS GP, L.L.C.$95.6M1
77COMMERCE BANK$93.8M1
78LAZARD ASSET MANAGEMENT LLC$92.7M1
79PRINCIPAL FINANCIAL GROUP INC$88.2M1
80FIRST FINANCIAL BANKSHARES INC$85.5M1
81M&T BANK CORP$84.4M1
82Baird Financial Group, Inc.$84.0M1
83Point72 Asset Management, L.P.$82.9M1
84Eurizon Capital SGR S.p.A.$73.2M1
85NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$71.8M1
86Vanguard Investments Australia, Ltd.$68.1M1
87NEW YORK STATE COMMON RETIREMENT FUND$67.7M1
88FEDERATED HERMES, INC.$66.5M1
89Mariner, LLC$66.2M1
90Connor, Clark & Lunn Investment Management Ltd.$65.9M1
91NOMURA ASSET MANAGEMENT CO LTD$65.9M1
92JENNISON ASSOCIATES LLC$64.6M1
93MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$62.5M1
94STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$61.8M1
95MACKENZIE FINANCIAL CORP$57.8M1
96Korea Investment CORP$57.7M1
97CIBC Bancorp USA Inc.$54.1M1
98FIFTH THIRD BANCORP$54.1M1
99EASTERN BANK$53.2M1
100Magellan Asset Management Ltd$52.8M1
101SCOTIA CAPITAL INC.$52.4M1
102Creative Planning$52.4M1
103ZWJ INVESTMENT COUNSEL INC$51.7M1
104Nexus Investment Management ULC$51.6M1
105Qube Research & Technologies Ltd$50.7M1
106Allianz Asset Management GmbH$50.5M1
107Universal- Beteiligungs- und Servicegesellschaft mbH$49.5M1
108GATEWAY INVESTMENT ADVISERS LLC$49.2M1
109NEOS Investment Management LLC$48.3M1
110Rockefeller Capital Management L.P.$48.1M1
111Quantinno Capital Management LP$48.0M1
112MACQUARIE GROUP LTD$47.9M1
113CIBC Asset Management Inc$46.7M1
114Zurcher Kantonalbank (Zurich Cantonalbank)$46.6M1
115AE Wealth Management LLC$44.4M1
116Ensign Peak Advisors, Inc$43.3M1
117HITE Hedge Asset Management LLC$42.8M1
118WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$42.5M1
119ExodusPoint Capital Management, LP$41.6M1
120Mirae Asset Global Investments Co., Ltd.$40.7M1
121GW HENSSLER & ASSOCIATES LTD$39.6M1
122Verbena Value LP$39.2M1
123Hudson Bay Capital Management LP$38.8M1
124REGIONS FINANCIAL CORP$37.7M1
125Cetera Investment Advisers$37.6M1
126STATE OF WISCONSIN INVESTMENT BOARD$37.5M1
127CITADEL ADVISORS LLC$37.0M1
128&PARTNERS$36.9M1
129Stack Financial Management, Inc$36.9M1
130Asset Management One Co., Ltd.$34.8M1
131APG Asset Management N.V.$34.6M1
132Cerity Partners LLC$33.6M1
133CWM, LLC$32.8M1
134Daiwa Securities Group Inc.$32.7M1
135PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$31.7M1
136FUKOKU MUTUAL LIFE INSURANCE CO$31.6M1
137Verition Fund Management LLC$31.1M1
138COMMONWEALTH EQUITY SERVICES, LLC$31.0M1
139Aventail Capital Group, LP$30.5M1
140AMERICAN CENTURY COMPANIES INC$30.0M1
141NATIONAL BANK OF CANADA /FI/$29.6M1
142CANADA PENSION PLAN INVESTMENT BOARD$29.5M1
143Squarepoint Ops LLC$29.3M1
144OSAIC HOLDINGS, INC.$29.0M1
145TRUIST FINANCIAL CORP$28.8M1
146Systematic Alpha Investments, LLC$28.4M1
147GUGGENHEIM CAPITAL LLC$28.2M1
148Northwest & Ethical Investments L.P.$28.1M1
149US BANCORP \DE\$27.2M1
150Willis Investment Counsel$26.7M1
151Tidal Investments LLC$26.5M1
152Investment Management Corp of Ontario$25.4M1
153MERCER GLOBAL ADVISORS INC /ADV$25.4M1
154Ceredex Value Advisors LLC$25.2M1
155GODSEY & GIBB, INC$25.2M1
156O'SHAUGHNESSY ASSET MANAGEMENT, LLC$25.1M1
157Aberdeen Group plc$25.0M1
158State of New Jersey Common Pension Fund D$24.2M1
159TD Waterhouse Canada Inc.$24.1M1
160TEMA ETFS LLC$23.8M1
161TWO SIGMA INVESTMENTS, LP$23.6M1
162Resona Asset Management Co.,Ltd.$23.2M1
163HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$23.0M1
164TORONTO DOMINION BANK$22.7M1
165Steward Partners Investment Advisory, LLC$22.1M1
166Corient Private Wealth LLC$21.4M1
167PUBLIC SECTOR PENSION INVESTMENT BOARD$20.2M1
168BW Gestao de Investimentos Ltda.$20.1M1
169QRG CAPITAL MANAGEMENT, INC.$19.9M1
170NISSAY ASSET MANAGEMENT CORP /JAPAN$19.7M1
171MATRIX ASSET ADVISORS INC/NY$19.5M1
172IFM Investors Pty Ltd$19.4M1
173Czech National Bank$19.3M1
174Alyeska Investment Group, L.P.$19.2M1
175Arizona State Retirement System$19.2M1
176Randolph Co Inc$19.2M1
177Swiss Life Asset Management Ltd$19.1M1
178Calamos Advisors LLC$18.9M1
179Pinnacle Financial Partners, Inc.$18.8M1
180MML INVESTORS SERVICES, LLC$18.7M1
181STATE OF MICHIGAN RETIREMENT SYSTEM$18.5M1
182ADVISORY RESEARCH INC$18.5M1
183Kestra Advisory Services, LLC$18.3M1
184Rafferty Asset Management, LLC$17.6M1
185BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.3M1
186Illinois Municipal Retirement Fund$17.2M1
187SummitTX Capital, L.P.$16.8M1
188WORLDQUANT MILLENNIUM ADVISORS LLC$16.7M1
189Sequoia Financial Advisors, LLC$16.7M1
190XTX Topco Ltd$16.6M1
191MetLife Investment Management, LLC$16.6M1
192Haverford Trust Co$16.4M1
193Edgemoor Investment Advisors, Inc.$16.2M1
194Mediolanum International Funds Ltd$16.0M1
195TEACHER RETIREMENT SYSTEM OF TEXAS$15.9M1
196Wealthfront Advisers LLC$15.8M1
197Gradient Investments LLC$15.8M1
198STEPHENS INC /AR/$15.3M1
199U.S. Capital Wealth Advisors, LLC$15.1M1
200Retirement Systems of Alabama$15.1M1
201INTECH INVESTMENT MANAGEMENT LLC$15.0M1
202Brookstone Capital Management$14.3M1
203Woodline Partners LP$13.9M1
204VOYA INVESTMENT MANAGEMENT LLC$13.7M1
205LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$13.2M1
206Midwest Trust Co$12.6M1
207SKBA CAPITAL MANAGEMENT LLC$12.6M1
208Robeco Institutional Asset Management B.V.$12.6M1
209XPONANCE LLC$12.3M1
210Empowered Funds, LLC$12.2M1
211BTG Pactual Asset Management US LLC$12.2M1
212Focus Partners Wealth$11.9M1
213Utah Retirement Systems$11.4M1
214WATERS PARKERSON & CO., LLC$11.3M1
215Vanguard Personalized Indexing Management, LLC$10.9M1
216BANK OF NOVA SCOTIA$10.9M1
217L & S Advisors Inc$10.9M1
218Cyndeo Wealth Partners, LLC$10.9M1
219USS Investment Management Ltd$10.7M1
220SALEM INVESTMENT COUNSELORS INC$10.7M1
221Huber Capital Management LLC$10.6M1
222Gotham Asset Management, LLC$10.6M1
223Sumitomo Mitsui DS Asset Management Company, Ltd$10.5M1
224BNP Paribas Asset Management Holding S.A.$10.4M1
225GLENMEDE TRUST CO NA$10.4M1
226TruWealth Advisors, LLC$10.3M1
227Goelzer Investment Management, Inc.$10.3M1
228Merit Financial Group, LLC$10.1M1
229NewEdge Advisors, LLC$10.1M1
230Soltis Investment Advisors LLC$10.0M1
231NEW YORK LIFE INVESTMENT MANAGEMENT LLC$9.9M1
232Venture Visionary Partners LLC$9.7M1
233HUB Investment Partners, LLC$9.6M1
234YOUSIF CAPITAL MANAGEMENT, LLC$9.4M1
235Andra AP-fonden$9.3M1
236Atria Investments, Inc$9.2M1
237Eastover Investment Advisors LLC$8.9M1
238Pathstone Holdings, LLC$8.9M1
239CIBC WORLD MARKET INC.$8.8M1
240Slocum, Gordon & Co LLP$8.7M1
241TOCQUEVILLE ASSET MANAGEMENT L.P.$8.6M1
242FARMERS & MERCHANTS INVESTMENTS INC$8.6M1
243RWC Asset Management LLP$8.4M1
244NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8.4M1
245TrueMark Investments, LLC$8.3M1
246OPPENHEIMER ASSET MANAGEMENT INC.$8.3M1
247Union Bancaire Privee, UBP SA$8.3M1
248MEYER HANDELMAN CO$8.2M1
249SHELTON CAPITAL MANAGEMENT$8.2M1
250CARRET ASSET MANAGEMENT, LLC$8.2M1
251OREGON PUBLIC EMPLOYEES RETIREMENT FUND$8.1M1
252AGF MANAGEMENT LTD$8.1M1
253Private Advisor Group, LLC$8.1M1
254Jefferies Financial Group Inc.$8.1M1
255OPAL CAPITAL LLC$8.0M1
256CREDIT AGRICOLE S A$8.0M1
257Sand Hill Global Advisors, LLC$8.0M1
258FIRST NATIONAL TRUST CO$7.9M1
259American Assets Investment Management, LLC$7.9M1
260MAI Capital Management$7.8M1
261Telos Capital Management, Inc.$7.8M1
262OPPENHEIMER & CO INC$7.7M1
263Ellsworth Advisors, LLC$7.7M1
264SIR Capital Management, L.P.$7.7M1
265Metis Global Partners, LLC$7.6M1
266MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$7.5M1
267Summit Financial, LLC$7.5M1
268KEYBANK NATIONAL ASSOCIATION/OH$7.5M1
269NISA INVESTMENT ADVISORS, LLC$7.4M1
270KESTRA PRIVATE WEALTH SERVICES, LLC$7.4M1
271HUDSON EDGE INVESTMENT PARTNERS INC.$7.3M1
272Lido Advisors, LLC$7.3M1
273Hollow Brook Wealth Management LLC$7.3M1
274Norinchukin Bank, The$7.3M1
275SUSQUEHANNA INTERNATIONAL GROUP, LLP$7.2M1
276FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$7.1M1
277Vestmark Advisory Solutions, Inc.$7.1M1
278BLAIR WILLIAM & CO/IL$7.0M1
279PROFUND ADVISORS LLC$7.0M1
280Capital Investment Advisors, LLC$6.9M1
281Hennion & Walsh Asset Management, Inc.$6.9M1
282FIL Ltd$6.9M1
283Sagefield Capital LP$6.8M1
284HB Wealth Management, LLC$6.8M1
285D.A. DAVIDSON & CO.$6.8M1
286Bridgewater Associates, LP$6.8M1
287Greenland Capital Management LP$6.7M1
288Providence Capital Advisors, LLC$6.6M1
289HIGHLAND CAPITAL MANAGEMENT, LLC$6.6M1
290SpringVest Wealth Management LLC$6.6M1
291Concurrent Investment Advisors, LLC$6.5M1
292Tower Research Capital LLC (TRC)$6.3M1
293Polymer Capital Management (US) LLC$6.3M1
294Orion Porfolio Solutions, LLC$6.2M1
295Trajan Wealth LLC$6.2M1
296ROMANO BROTHERS AND COMPANY$6.0M1
297Independent Advisor Alliance$6.0M1
298Federation des caisses Desjardins du Quebec$6.0M1
299BENJAMIN EDWARDS INC$6.0M1
300ABN AMRO Bank N.V.$6.0M1
301LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$6.0M1
302Dakota Wealth Management$5.9M1
303UniSuper Management Pty Ltd$5.9M1
304JAMES INVESTMENT RESEARCH, INC.$5.9M1
305Community Financial Services Group, LLC$5.9M1
306PITTENGER & ANDERSON INC$5.9M1
307Elo Mutual Pension Insurance Co$5.7M1
308STRATEGIC PLANNING GROUP, LLC$5.7M1
309MOTCO$5.7M1
310Ledyard National Bank$5.7M1
311AXXCESS WEALTH MANAGEMENT, LLC$5.6M1
312RBA Wealth Management, LLC$5.6M1
313Howard Capital Management, LLC$5.6M1
314Guardian Partners Inc.$5.5M1
315D. E. Shaw & Co., Inc.$5.4M1
316SCHRODER INVESTMENT MANAGEMENT GROUP$5.4M1
317Constitution Capital LLC$5.4M1
318Fideuram Asset Management (Ireland) dac$5.4M1
319Mesirow Financial Investment Management, Inc.$5.4M1
320Vident Advisory, LLC$5.2M1
321CAPITAL CITY TRUST CO/FL$5.1M1
322IEQ CAPITAL, LLC$5.1M1
323JANE STREET GROUP, LLC$5.1M1
324J.W. COLE ADVISORS, INC.$5.1M1
325BROOKFIELD Corp /ON/$5.0M1
326Joseph Group Capital Management$5.0M1
327Beacon Pointe Advisors, LLC$4.9M1
328Waverly Advisors, LLC$4.9M1
329EVENTIDE ASSET MANAGEMENT, LLC$4.8M1
330ASSETMARK, INC$4.7M1
331KAYNE ANDERSON CAPITAL ADVISORS LP$4.6M1
332Regal Investment Advisors LLC$4.6M1
333CCM INVESTMENT ADVISERS LLC$4.6M1
334Ashton Thomas Private Wealth, LLC$4.6M1
335EAGLE GLOBAL ADVISORS LLC$4.6M1
336First Pacific Financial$4.5M1
337Davidson Capital Management Inc.$4.5M1
338EXENCIAL WEALTH ADVISORS, LLC$4.5M1
339Oxbow Advisors, LLC$4.4M1
340Equitable Holdings, Inc.$4.4M1
341Principle Wealth Partners LLC$4.4M1
342Meiji Yasuda America Inc$4.3M1
343Alpha Omega Wealth Management LLC$4.3M1
344Rockline Wealth Management, LLC$4.3M1
345MIZUHO SECURITIES USA LLC$4.3M1
346Ascent Group, LLC$4.3M1
347NORDEA INVESTMENT MANAGEMENT AB$4.3M1
348PINNACLE ASSOCIATES LTD$4.3M1
349MOODY LYNN LIEBERSON & WALKER, LLC$4.2M1
350SIGNET FINANCIAL MANAGEMENT, LLC$4.1M1
351Trexquant Investment LP$4.1M1
352Gryphon Financial Partners LLC$4.1M1
353Carnegie Investment Counsel$4.0M1
354KCM Capital Inc$4.0M1
355Allworth Financial LP$4.0M1
356Smith Salley Wealth Management$4.0M1
357DAVENPORT & Co LLC$4.0M1
358Enhancing Capital LLC$4.0M1
359PFG Investments, LLC$4.0M1
360ROYAL LONDON ASSET MANAGEMENT LTD$4.0M1
361MEEDER ASSET MANAGEMENT INC$3.9M1
362Patrick Mauro Investment Advisor, INC.$3.9M1
363Lombard Odier Asset Management (Switzerland) SA$3.9M1
364Dai-ichi Life Insurance Company, Ltd$3.9M1
365Eliot Finkel Investment Counsel, LLC$3.9M1
366Apollon Wealth Management, LLC$3.9M1
367SteelPeak Wealth, LLC$3.8M1
368Advisors Asset Management, Inc.$3.8M1
369BALYASNY ASSET MANAGEMENT L.P.$3.8M1
370Pathway Financial Advisers, LLC$3.8M1
371Savant Capital, LLC$3.8M1
372Cypress Capital Group$3.7M1
373Prospera Financial Services Inc$3.7M1
374WHALEROCK POINT PARTNERS, LLC$3.6M1
375Town & Country Bank & Trust CO dba First Bankers Trust CO$3.6M1
376PATTON FUND MANAGEMENT, INC.$3.6M1
377OLD NATIONAL BANCORP /IN/$3.6M1
378Citizens National Bank Trust Department$3.5M1
379Maryland State Retirement & Pension System$3.5M1
380Summit Trail Advisors, LLC$3.5M1
381Onex Canada Asset Management Inc.$3.5M1
382FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$3.5M1
383OMERS ADMINISTRATION Corp$3.5M1
384Strategic Advisors LLC$3.5M1
3851ST SOURCE BANK$3.5M1
386Harrison Street Private Wealth LLC$3.5M1
387ELEVATION POINT WEALTH PARTNERS, LLC$3.4M1
388TOKIO MARINE ASSET MANAGEMENT CO LTD$3.4M1
389UNITED CAPITAL FINANCIAL ADVISORS, LLC$3.3M1
390Kingsview Wealth Management, LLC$3.3M1
391Boston Partners$3.3M1
392CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$3.3M1
393Kentucky Farm Bureau Mutual Insurance Co$3.3M1
394Headlands Technologies LLC$3.3M1
395Altshuler Shaham Ltd$3.2M1
396IHT Wealth Management, LLC$3.2M1
397Ameritas Investment Partners, Inc.$3.2M1
398BROWN ADVISORY INC$3.2M1
399Stratos Wealth Partners, LTD.$3.1M1
400EXCHANGE TRADED CONCEPTS, LLC$3.1M1
401Plan Group Financial, LLC$3.1M1
402Advanced Asset Management Advisors Inc$3.0M1
403Johnson Financial Group, Inc.$3.0M1
404Crossmark Global Holdings, Inc.$3.0M1
405UMB Bank, n.a.$3.0M1
406Horizon Investment Services, LLC$3.0M1
407Snowden Capital Advisors LLC$3.0M1
408Bleakley Financial Group, LLC$3.0M1
409FIDUCIARY TRUST CO$2.9M1
410Patriot Financial Group Insurance Agency, LLC$2.9M1
411NEW ENGLAND ASSET MANAGEMENT INC$2.9M1
412Sound View Wealth Advisors Group, LLC$2.9M1
413Geneos Wealth Management Inc.$2.9M1
414TOUNJIAN ADVISORY PARTNERS, LLC$2.9M1
415Perigon Wealth Management, LLC$2.9M1
416MUFG Securities EMEA plc$2.9M1
417AMG National Trust Bank$2.9M1
418Vectors Research Management, LLC$2.8M1
419CHOREO, LLC$2.8M1
420INTRUST BANK NA$2.8M1
421Granite Group Advisors, LLC$2.8M1
422World Investment Advisors$2.8M1
423RD Lewis Holdings, Inc.$2.8M1
424MGO ONE SEVEN LLC$2.8M1
425Diversified Trust Co$2.8M1
426TRUST CO OF TOLEDO NA /OH/$2.7M1
427BERKSHIRE ASSET MANAGEMENT LLC/PA$2.7M1
428Clearbridge Investments, LLC$2.7M1
429Farringdon Capital, Ltd.$2.7M1
430Commonwealth Financial Services, LLC$2.6M1
431JAMISON PRIVATE WEALTH MANAGEMENT, INC.$2.6M1
432NORDEN GROUP LLC$2.6M1
433Saudi Central Bank$2.6M1
434NorthCrest Asset Manangement, LLC$2.6M1
435E Fund Management Co., Ltd.$2.5M1
436FLPUTNAM INVESTMENT MANAGEMENT CO$2.5M1
437Koshinski Asset Management, Inc.$2.5M1
438New Age Alpha Advisors, LLC$2.5M1
439Delta Global Management LP$2.5M1
440Solitude Financial Services$2.5M1
441GS Investments, Inc.$2.4M1
442Jackson Hole Capital Partners, LLC$2.4M1
443Brooklyn Investment Group$2.4M1
444DC Investments Management, LLC$2.4M1
445Larson Financial Group LLC$2.4M1
446Stamos Capital Partners, L.P.$2.4M1
447INVESTMENT PARTNERS, LTD.$2.4M1
448Focus Partners Advisor Solutions, LLC$2.3M1
449Altus Wealth Group LLC$2.3M1
450Callan Family Office, LLC$2.3M1
451Empirical Finance, LLC$2.3M1
452CenterBook Partners LP$2.3M1
453NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.3M1
454Measured Risk Portfolios, Inc.$2.2M1
455Spartan Wealth Advisory Services LLC$2.2M1
456MERIDIAN INVESTMENT COUNSEL INC.$2.2M1
457LOM Asset Management Ltd$2.2M1
458HBW ADVISORY SERVICES LLC$2.2M1
459Prosperity Consulting Group, LLC$2.2M1
460Apollon Financial, LLC$2.2M1
461EP Wealth Advisors, LLC$2.2M1
462TWIN CAPITAL MANAGEMENT INC$2.2M1
463KORNITZER CAPITAL MANAGEMENT INC /KS$2.2M1
464Envestnet Portfolio Solutions, Inc.$2.2M1
465Laird Norton Wetherby Trust Company, LLC$2.2M1
466Hodges Capital Management Inc.$2.1M1
467QUADRANT CAPITAL GROUP LLC$2.1M1
468Wealthcare Advisory Partners LLC$2.1M1
469NOMURA HOLDINGS INC$2.1M1
470LITTLE HOUSE CAPITAL LLC$2.1M1
471OCCUDO QUANTITATIVE STRATEGIES LP$2.1M1
472Vise Technologies, Inc.$2.1M1
473CENTRAL TRUST Co$2.1M1
474BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2.1M1
475NTV ASSET MANAGEMENT LLC$2.0M1
476Vontobel Holding Ltd.$2.0M1
477North Dakota State Investment Board$2.0M1
478Atlantic Edge Private Wealth Management, LLC$2.0M1
479Gilliland Jeter Wealth Management LLC$2.0M1
480Hixon Zuercher, LLC$2.0M1
481EQUITABLE TRUST CO$2.0M1
482COURIER CAPITAL LLC$2.0M1
483Ballentine Partners, LLC$2.0M1
484Cherokee Insurance Co$2.0M1
485MUFG SECURITIES AMERICAS INC.$2.0M1
486Wealthspire Advisors, LLC$2.0M1
487Meeder Advisory Services, Inc.$2.0M1
488SEARLE & CO.$2.0M1
489Texas Yale Capital Corp.$1.9M1
490Brevan Howard Capital Management LP$1.9M1
491Archer Investment Corp$1.9M1
492BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.9M1
493SECURIAN ASSET MANAGEMENT, INC$1.9M1
494Western Wealth Management, LLC$1.9M1
495W.G. Shaheen & Associates DBA Whitney & Co$1.9M1
496Northstar Financial Companies, Inc.$1.9M1
497Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$1.9M1
498ONTARIO TEACHERS PENSION PLAN BOARD$1.8M1
499Ethic Inc.$1.8M1
500PRUDENTIAL PLC$1.8M1
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)6 buy / 3 sell
Congress net ($ bound)−$39.0K to $87.0K
Filers net (actions)not in build
Filers net ($ 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 AEP

RETAINED WINDOW · ACTIVE HITS
Signal hits naming AEP
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 implied2 hits

Every rule, with its definition →

Planned modules for AEP · financials and macro

Financials — as filed PLANNED

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