Public record / Tickers / AES

AES — AES CORP

Both disclosure regimes on one name: who in Congress filed about AES, 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
8
all PTR rows naming AES
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
03-27
filed 2025-03-27
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

Jonathan L. Jackson · $15.0K–$50.0K

Sale · traded 2024-09-19 → filed 2024-10-11. Ranked over every AES row by the provable lower bound, never a point estimate.

No member disclosed AES 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

3 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. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING AES · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning AES
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-03-27Robert P. Bresnahan, Jr. R–PA-8PurchaseTraded 02-25 +30d$1K–$15K
2025-03-12Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 02-12 +28d$1K–$15K
2024-10-11Jonathan L. Jackson D–IL-1Sale · JT (jointly owned)Traded 09-19 +22d$15K–$50K
2024-08-12Jonathan L. Jackson D–IL-1Purchase · JT (jointly owned)Traded 07-09 +34d$15K–$50K
2024-02-02Thomas R. Carper D–DEPurchase · SP (spouse-owned)Traded 01-17 +16d$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 8 ↗

Members active in AES

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

No member disclosed AES in the trailing 12 months.

Congress ↔ notable managers · AES

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

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

Merged timeline of congressional filings and notable-manager moves on AES
DateWhoChangeSize
2026-05-15Soros Fund Management 13Fnew+1,557,000 sh
2026-05-15Gotham Asset Management 13Fadd+141,215 sh
2026-05-15Moore Capital Management 13Fnew+270,000 sh
2026-05-15Tudor Investment Corp 13Ftrim−1,223,809 sh
2026-05-15Bridgewater Associates 13Ftrim−24,687 sh
2026-05-14Caxton Associates 13Fadd+708,629 sh

6 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 AES for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$665M1
2VANGUARD CAPITAL MANAGEMENT LLC$652M1
3STATE STREET CORP$606M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$500M1
5AMERIPRISE FINANCIAL INC$466M1
6GEODE CAPITAL MANAGEMENT, LLC$345M1
7MORGAN STANLEY$342M1
8Invesco Ltd.$257M1
9UBS Group AG$211M1
10Orbis Allan Gray Ltd$173M1
11BALYASNY ASSET MANAGEMENT L.P.$158M1
12SONA ASSET MANAGEMENT (US) LLC$156M1
13MILLENNIUM MANAGEMENT LLC$140M1
14NORTHERN TRUST CORP$120M1
15AQR Arbitrage LLC$116M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$108M1
17DIMENSIONAL FUND ADVISORS LP$104M1
18BANK OF AMERICA CORP /DE/$104M1
19Bank of New York Mellon Corp$95.5M1
20Capital International Investors$71.0M1
21Qube Research & Technologies Ltd$66.6M1
22Verition Fund Management LLC$64.9M1
23Fort Baker Capital Management LP$62.3M1
24CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$62.0M1
25CITIGROUP INC$59.9M1
26VANGUARD FIDUCIARY TRUST CO$56.5M1
27LMR Partners LLP$53.1M1
28FIRST TRUST ADVISORS LP$50.5M1
29ALLIANCEBERNSTEIN L.P.$44.8M1
30DEUTSCHE BANK AG\$44.5M1
31Nuveen, LLC$42.4M1
32VOLORIDGE INVESTMENT MANAGEMENT, LLC$40.7M1
33RAYMOND JAMES FINANCIAL INC$38.9M1
34ADAGE CAPITAL PARTNERS GP, L.L.C.$36.4M1
35Capula Management Ltd$34.9M1
36Yaupon Capital Management LP$33.8M1
37HSBC HOLDINGS PLC$33.4M1
38Woodline Partners LP$33.4M1
39WELLS FARGO & COMPANY/MN$32.8M1
40TUDOR INVESTMENT CORP ET AL$32.6M1
41Allianz Asset Management GmbH$31.6M1
42Ensign Peak Advisors, Inc$31.2M1
43CITADEL ADVISORS LLC$31.2M1
44Man Group plc$29.2M1
45FRANKLIN RESOURCES INC$28.7M1
46Hudson Bay Capital Management LP$27.5M1
47MANUFACTURERS LIFE INSURANCE COMPANY, THE$26.7M1
48NATIXIS$26.7M1
49ALPINE ASSOCIATES MANAGEMENT INC.$26.6M1
50Energy Income Partners, LLC$25.7M1
51TIG Advisors, LLC$25.3M1
52BARCLAYS PLC$25.2M1
53NORTH STAR ASSET MANAGEMENT INC$24.9M1
54Grantham, Mayo, Van Otterloo & Co. LLC$24.8M1
55Squarepoint Ops LLC$24.6M1
56Sand Grove Capital Management LLP$24.5M1
57Calamos Advisors LLC$23.4M1
58Electron Capital Partners, LLC$22.5M1
59Assenagon Asset Management S.A.$22.4M1
60WINTON GROUP Ltd$22.0M1
61SOROS FUND MANAGEMENT LLC$21.9M1
62Vanguard Global Advisers, LLC$20.9M1
63JANE STREET GROUP, LLC$20.6M1
64AQR CAPITAL MANAGEMENT LLC$20.4M1
65UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$20.1M1
66Kapitalo Investimentos Ltda$19.9M1
67Swiss National Bank$19.9M1
68ROYAL BANK OF CANADA$19.4M1
69Governors Lane LP$18.8M1
70M&G Plc$18.3M1
71Legal & General Group Plc$17.6M1
72CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$17.1M1
73Rockefeller Capital Management L.P.$17.0M1
74STATE OF WISCONSIN INVESTMENT BOARD$15.1M1
75Centiva Capital, LP$14.8M1
76Focus Partners Wealth$14.6M1
77Amundi$13.8M1
78NINE MASTS CAPITAL Ltd$13.8M1
79STANSBERRY ASSET MANAGEMENT, LLC$13.7M1
80Susquehanna Portfolio Strategies, LLC$13.2M1
81Cerity Partners LLC$13.1M1
82Melqart Asset Management (UK) Ltd$13.0M1
83TORONTO DOMINION BANK$12.3M1
84BRUNI J V & CO /CO$12.2M1
85Mitsubishi UFJ Asset Management Co., Ltd.$12.0M1
86NATIONAL BANK OF CANADA /FI/$11.7M1
87ENVESTNET ASSET MANAGEMENT INC$11.4M1
88Rock Point Advisors, LLC$11.4M1
89FMR LLC$11.3M1
90PRINCIPAL FINANCIAL GROUP INC$11.2M1
91LPL Financial LLC$11.2M1
92Advisors Asset Management, Inc.$10.9M1
93OPPENHEIMER ASSET MANAGEMENT INC.$10.6M1
94STEPHENS INC /AR/$10.5M1
95FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$10.4M1
96CAXTON ASSOCIATES LLP$10.2M1
97BANK OF MONTREAL /CAN/$10.2M1
98Vontobel Holding Ltd.$9.9M1
99Weiss Asset Management LP$9.9M1
100STIFEL FINANCIAL CORP$9.9M1
101SUSQUEHANNA INTERNATIONAL GROUP, LLP$9.1M1
102Engineers Gate Manager LP$8.8M1
103Quantbot Technologies LP$8.7M1
104CastleKnight Management LP$8.3M1
105STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$8.2M1
106SummitTX Capital, L.P.$8.2M1
107Korea Investment CORP$7.8M1
108DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$7.8M1
109Y-Intercept (Hong Kong) Ltd$7.8M1
110VANGUARD ASSET MANAGEMENT, Ltd$7.7M1
111ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$7.5M1
112Quantinno Capital Management LP$7.5M1
113Lighthouse Investment Partners, LLC$7.5M1
114LMCG INVESTMENTS, LLC$7.2M1
115Pentwater Capital Management LP$7.0M1
116Quinn Opportunity Partners LLC$6.8M1
117GROUP ONE TRADING LLC$6.7M1
118RWC Asset Management LLP$6.6M1
119SEI INVESTMENTS CO$6.5M1
120Mitsubishi UFJ Trust & Banking Corp$6.2M1
121AMERICAN CENTURY COMPANIES INC$6.0M1
122Universal- Beteiligungs- und Servicegesellschaft mbH$6.0M1
123HighTower Advisors, LLC$5.8M1
124CAPITOLIS LIQUID GLOBAL MARKETS LLC$5.8M1
125LAZARD ASSET MANAGEMENT LLC$5.8M1
126BANK OF NOVA SCOTIA$5.7M1
127CIBC Bancorp USA Inc.$5.7M1
128Gotham Asset Management, LLC$5.7M1
129EVERGREEN CAPITAL MANAGEMENT LLC$5.7M1
130Empowered Funds, LLC$5.6M1
131Kintayl Capital LP$5.5M1
132PRELUDE CAPITAL MANAGEMENT, LLC$5.3M1
133Point72 Asset Management, L.P.$5.2M1
134Swiss Life Asset Management Ltd$5.2M1
135Federation des caisses Desjardins du Quebec$5.1M1
136NewEdge Advisors, LLC$5.0M1
137Chevy Chase Trust Holdings, LLC$5.0M1
138MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$4.9M1
139Sagefield Capital LP$4.9M1
140HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$4.9M1
141PRUDENTIAL FINANCIAL INC$4.8M1
142Howard Capital Management, LLC$4.8M1
143Alpine Global Management, LLC$4.7M1
144Janus Henderson Group Ltd.$4.4M1
145MASSACHUSETTS FINANCIAL SERVICES CO /MA/$4.3M1
146Cetera Investment Advisers$4.2M1
147Carson Advisory Inc.$4.2M1
148Slagle Financial, LLC$4.1M1
149TRITONPOINT WEALTH, LLC$4.0M1
150Machina Capital S.A.S.$4.0M1
151CWA Asset Management Group, LLC$4.0M1
152GREAT LAKES ADVISORS, LLC$3.9M1
153MIRABELLA FINANCIAL SERVICES LLP$3.8M1
154VICTORY CAPITAL MANAGEMENT INC$3.8M1
155MOORE CAPITAL MANAGEMENT, LP$3.8M1
156BOOTHBAY FUND MANAGEMENT, LLC$3.8M1
157CANTOR FITZGERALD, L. P.$3.8M1
158Zurcher Kantonalbank (Zurich Cantonalbank)$3.8M1
159Skandinaviska Enskilda Banken AB (publ)$3.7M1
160TOKIO MARINE ASSET MANAGEMENT CO LTD$3.7M1
161MANGROVE PARTNERS IM, LLC$3.5M1
162State of New Jersey Common Pension Fund D$3.4M1
163TD Waterhouse Canada Inc.$3.4M1
164PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$3.4M1
165River Road Asset Management, LLC$3.3M1
166GUGGENHEIM CAPITAL LLC$3.2M1
167Oak Thistle LLC$3.1M1
168Venture Visionary Partners LLC$3.0M1
169ProShare Advisors LLC$2.9M1
170PUBLIC SECTOR PENSION INVESTMENT BOARD$2.9M1
171Arizona State Retirement System$2.8M1
172CIBRA Capital Ltd$2.8M1
173INTACT INVESTMENT MANAGEMENT INC.$2.7M1
174WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.7M1
175Czech National Bank$2.7M1
176WOLVERINE ASSET MANAGEMENT LLC$2.7M1
177STATE OF MICHIGAN RETIREMENT SYSTEM$2.6M1
178Bridgewater Associates, LP$2.6M1
179Patrick Mauro Investment Advisor, INC.$2.6M1
180SIMPLEX TRADING, LLC$2.6M1
181CREDIT AGRICOLE S A$2.6M1
182Vanguard Investments Australia, Ltd.$2.5M1
183FIRST CITIZENS BANK & TRUST CO$2.5M1
184COZAD ASSET MANAGEMENT INC$2.5M1
185BURNEY CO/$2.5M1
186COLDSTREAM CAPITAL MANAGEMENT INC$2.4M1
187OCCUDO QUANTITATIVE STRATEGIES LP$2.4M1
188Creative Planning$2.4M1
189FIFTH THIRD BANCORP$2.4M1
190MetLife Investment Management, LLC$2.3M1
191ARCADIA INVESTMENT MANAGEMENT CORP/MI$2.3M1
192COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.3M1
193VOYA INVESTMENT MANAGEMENT LLC$2.3M1
194Empower Advisory Group, LLC$2.3M1
195CIBC Asset Management Inc$2.2M1
196Weaver C. Barksdale & Associates, Inc.$2.2M1
197Lido Advisors, LLC$2.2M1
198Greenland Capital Management LP$2.2M1
199Retirement Systems of Alabama$2.1M1
200Vazirani Asset Management LLC$2.1M1
201Envestnet Portfolio Solutions, Inc.$2.1M1
202Pictet Asset Management Holding SA$2.1M1
203OXFORD ASSET MANAGEMENT LLP$2.1M1
204OSAIC HOLDINGS, INC.$2.0M1
205Mirae Asset Global Investments Co., Ltd.$2.0M1
206DLD Asset Management, LP$2.0M1
207Polar Asset Management Partners Inc.$2.0M1
208Clearstead Advisors, LLC$2.0M1
209MONARCH CAPITAL MANAGEMENT INC$2.0M1
210ICON ADVISERS INC/CO$1.9M1
211&PARTNERS$1.9M1
212Sanctuary Advisors, LLC$1.9M1
213D. E. Shaw & Co., Inc.$1.9M1
214Vanguard Personalized Indexing Management, LLC$1.9M1
215CARRET ASSET MANAGEMENT, LLC$1.8M1
216ACORN FINANCIAL ADVISORY SERVICES INC /ADV$1.8M1
217ALPS ADVISORS INC$1.8M1
218Gibbs Wealth Management$1.8M1
219Credit Capital Investments LLC$1.8M1
220Brevan Howard Capital Management LP$1.8M1
221TD ASSET MANAGEMENT INC$1.7M1
222BTG Pactual Asset Management US LLC$1.7M1
223Blackstone Inc.$1.7M1
224Corient Private Wealth LLC$1.7M1
225BENJAMIN EDWARDS INC$1.7M1
226Utah Retirement Systems$1.6M1
227Collar Capital Management, LLC$1.6M1
228NEOS Investment Management LLC$1.6M1
229UniSuper Management Pty Ltd$1.6M1
230PICTON MAHONEY ASSET MANAGEMENT$1.6M1
231HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$1.6M1
232RFG Advisory, LLC$1.5M1
233HUSSMAN STRATEGIC ADVISORS, INC.$1.5M1
234Investors Research Corp$1.5M1
235Trexquant Investment LP$1.5M1
236Tidal Investments LLC$1.4M1
237UMB Bank, n.a.$1.4M1
238OLD SECOND NATIONAL BANK OF AURORA$1.4M1
239IMC-Chicago, LLC$1.4M1
240NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.4M1
241Portside Wealth Group, LLC$1.4M1
242Maven Securities LTD$1.3M1
243Bangor Savings Bank$1.3M1
244TEACHER RETIREMENT SYSTEM OF TEXAS$1.3M1
245ING GROEP NV$1.3M1
246YOUSIF CAPITAL MANAGEMENT, LLC$1.2M1
247CPC Advisors, LLC$1.2M1
248Jefferies Financial Group Inc.$1.2M1
249OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.1M1
250XPONANCE LLC$1.1M1
251COMMONWEALTH EQUITY SERVICES, LLC$1.1M1
252UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.1M1
253McKinney Capital Management, LLC$1.1M1
254Nicholas Wealth, LLC.$1.1M1
255WJ Financial Advisors LLC$1.1M1
256MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.1M1
257M&T BANK CORP$1.1M1
258Tower Research Capital LLC (TRC)$1.1M1
259Graham Capital Management, L.P.$1.1M1
260Aberdeen Group plc$1.0M1
261Atria Investments, Inc$1.0M1
262Aquatic Capital Management LLC$1.0M1
263Mutual Advisors, LLC$1.0M1
264Summit Trail Advisors, LLC$1.0M1
265WBI INVESTMENTS, LLC$994K1
266Perigon Wealth Management, LLC$983K1
267Rakuten Investment Management, Inc.$983K1
268SUMMIT SECURITIES GROUP LLC$979K1
269Arvest Bank Trust Division$979K1
270Cape Investment Advisory, Inc.$974K1
271AVITY INVESTMENT MANAGEMENT INC.$958K1
272Ridgewood Investments LLC$955K1
273Walleye Trading LLC$950K1
274TWO SIGMA INVESTMENTS, LP$936K1
275CIBC WORLD MARKET INC.$886K1
276J. Safra Sarasin Holding AG$881K1
277Douglass Winthrop Advisors, LLC$877K1
278U.S. Capital Wealth Advisors, LLC$868K1
279GLENMEDE TRUST CO NA$865K1
280EQUITEC PROPRIETARY MARKETS, LLC$859K1
281USA FINANCIAL FORMULAS$851K1
282Moors & Cabot, Inc.$825K1
283Daiwa Securities Group Inc.$818K1
284INTECH INVESTMENT MANAGEMENT LLC$814K1
285Camelot Portfolios, LLC$813K1
286Rafferty Asset Management, LLC$812K1
287NORDEN GROUP LLC$782K1
288DIVERSIFY WEALTH MANAGEMENT, LLC$780K1
289SVB WEALTH LLC$764K1
290MOODY NATIONAL BANK TRUST DIVISION$764K1
291COWA, LLC$762K1
292CSS LLC/IL$754K1
293OPPENHEIMER & CO INC$723K1
294A&I FINANCIAL SERVICES, LLC$717K1
295O'SHAUGHNESSY ASSET MANAGEMENT, LLC$705K1
296Invst, LLC$703K1
297US BANCORP \DE\$699K1
298One Capital Management, LLC$695K1
299Bridgefront Capital, LLC$692K1
300Union Bancaire Privee, UBP SA$688K1
301Sagewood Asset Management LP$687K1
302TRUIST FINANCIAL CORP$666K1
303ARVEST INVESTMENTS, INC.$657K1
304Alphadyne Asset Management LP$630K1
305Pathstone Holdings, LLC$628K1
306CWM, LLC$611K1
307MIZUHO SECURITIES USA LLC$607K1
308Cambria Investment Management, L.P.$590K1
309CHELSEA COUNSEL CO$578K1
310Allspring Global Investments Holdings, LLC$572K1
311Baird Financial Group, Inc.$571K1
312Wealthspire Advisors, LLC$570K1
313HARTFORD INVESTMENT MANAGEMENT CO$570K1
314Prospera Financial Services Inc$566K1
315River Street Advisors LLC$562K1
316HB Wealth Management, LLC$561K1
317Sumitomo Mitsui Trust Group, Inc.$552K1
318Vinva Investment Management Ltd$539K1
319Schonfeld Strategic Advisors LLC$528K1
320MYDA Advisors LLC$521K1
321NOMURA HOLDINGS INC$517K1
322WealthBridge Capital Management, LLC$513K1
323Merit Financial Group, LLC$508K1
324Cresset Asset Management, LLC$501K1
325Olympiad Research LP$497K1
326MARINER INVESTMENT GROUP LLC$493K1
327TritonPoint Partners, LLC$489K1
328MERCER GLOBAL ADVISORS INC /ADV$482K1
329Yakira Capital Management, Inc.$479K1
330MATHER GROUP, LLC.$478K1
331MACKENZIE FINANCIAL CORP$473K1
332Laird Norton Wetherby Trust Company, LLC$470K1
333Maryland State Retirement & Pension System$467K1
334Crossmark Global Holdings, Inc.$465K1
335AE Wealth Management LLC$463K1
336New England Research & Management, Inc.$459K1
337Alberta Investment Management Corp$448K1
338Norinchukin Bank, The$444K1
339VERUS CAPITAL PARTNERS, LLC$441K1
340Wealthfront Advisers LLC$440K1
341Kestra Advisory Services, LLC$436K1
342NOMURA ASSET MANAGEMENT CO LTD$426K1
343Kovack Advisors, Inc.$423K1
344BCK CAPITAL MANAGEMENT LP$423K1
345Capital International, Inc./CA/$412K1
346MUFG Securities EMEA plc$412K1
347NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$411K1
348OMERS ADMINISTRATION Corp$400K1
349Concentric Capital Strategies, LP$400K1
350World Investment Advisors$397K1
351Versor Investments LP$396K1
352EXCHANGE TRADED CONCEPTS, LLC$391K1
353Gallagher Fiduciary Advisors, LLC$387K1
354QUADRANT CAPITAL GROUP LLC$385K1
355CHICAGO TRUST Co NA$382K1
356Walleye Capital LLC$374K1
357BLUEFIN CAPITAL MANAGEMENT, LLC$369K1
358Asset Management One Co., Ltd.$369K1
359Brooklyn Investment Group$368K1
360FEDERATED HERMES, INC.$364K1
361MML INVESTORS SERVICES, LLC$362K1
362KESTRA PRIVATE WEALTH SERVICES, LLC$362K1
363Compound Planning, Inc.$359K1
364Sequoia Financial Advisors, LLC$357K1
365BAKER TILLY WEALTH MANAGEMENT, LLC$355K1
366Cannell & Spears LLC$354K1
367Jackson Hole Capital Partners, LLC$354K1
368Mariner, LLC$351K1
369Fieldview Capital Management, LLC$349K1
370AXQ CAPITAL, LP$344K1
371Steward Partners Investment Advisory, LLC$343K1
372PROFUND ADVISORS LLC$342K1
373BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$341K1
374ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$341K1
375Sterling Capital Management LLC$336K1
376MACQUARIE GROUP LTD$331K1
377SCHRODER INVESTMENT MANAGEMENT GROUP$328K1
378Sumitomo Mitsui DS Asset Management Company, Ltd$325K1
379Kaizen Financial Strategies$322K1
380NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$321K1
381Apollon Wealth Management, LLC$316K1
382COMMERCE BANK$305K1
383TOWNSQUARE CAPITAL LLC$302K1
384XTX Topco Ltd$302K1
385SeaCrest Wealth Management, LLC$300K1
386GATEWAY INVESTMENT ADVISERS LLC$294K1
387North Dakota State Investment Board$292K1
388Wallace Advisory Group, LLC$291K1
389Indivisible Partners$291K1
390Empirical Finance, LLC$282K1
391Ridge Creek Global, Inc$282K1
392Vise Technologies, Inc.$280K1
393Trask Adam Roland$275K1
394SECURIAN ASSET MANAGEMENT, INC$271K1
395Gilman Hill Asset Management, LLC$269K1
396Waverly Advisors, LLC$269K1
397Clear Harbor Asset Management, LLC$266K1
398D.A. DAVIDSON & CO.$259K1
399RITHOLTZ WEALTH MANAGEMENT$256K1
400Private Advisor Group, LLC$256K1
401PATTON FUND MANAGEMENT, INC.$251K1
402BCS Wealth Management$244K1
403Clarity Financial LLC$239K1
404SteelPeak Wealth, LLC$238K1
405PenderFund Capital Management Ltd.$231K1
406BankChampaign, National Association$231K1
407PFG Advisors$230K1
408Bleakley Financial Group, LLC$224K1
409IPG Investment Advisors LLC$222K1
410GC Wealth Management RIA, LLC$221K1
411Kendall Capital Management$221K1
412KEYBANK NATIONAL ASSOCIATION/OH$217K1
413Polymer Capital Management (US) LLC$215K1
414Clare Market Investments LLC$211K1
415CIDEL ASSET MANAGEMENT INC$210K1
416JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$209K1
417IHT Wealth Management, LLC$208K1
418TWO SIGMA SECURITIES, LLC$205K1
419Bayforest Capital Ltd$198K1
420Orion Porfolio Solutions, LLC$193K1
421GTS SECURITIES LLC$192K1
422GREENLEAF TRUST$191K1
423MCF Advisors LLC$190K1
424QRG CAPITAL MANAGEMENT, INC.$190K1
425Avantax Planning Partners, Inc.$189K1
426Metis Global Partners, LLC$188K1
427nVerses Capital, LLC$185K1
428Snowden Capital Advisors LLC$184K1
429BROWN ADVISORY INC$181K1
430BIRCH FINANCIAL GROUP, LLC$181K1
431ASSETMARK, INC$179K1
432ELEVATUS WELATH MANAGEMENT$179K1
433Savant Capital, LLC$178K1
434Verdence Capital Advisors LLC$176K1
435Checchi Capital Advisers, LLC$174K1
436Banque Cantonale Vaudoise$171K1
437Robertson Stephens Wealth Management, LLC$169K1
438Permanent Capital Management, LP$169K1
439Wedmont Private Capital$169K1
440DAVENPORT & Co LLC$169K1
441Capstone Capital Management Ltd$169K1
442FSM Wealth Advisors, LLC$165K1
443Chesley Taft & Associates LLC$165K1
444Diametric Capital, LP$165K1
445CHOREO, LLC$164K1
446TEMA ETFS LLC$163K1
447Quarry LP$156K1
448Pathway Financial Advisers, LLC$156K1
449Wilmington Savings Fund Society, FSB$152K1
450Comprehensive Money Management Services LLC$152K1
451FORTRESS PRIVATE LEDGER, LLC$152K1
452Capital Investment Advisory Services, LLC$152K1
453Total Clarity Wealth Management, Inc.$150K1
454Seneca Financial Advisors LLC$147K1
455Meeder Advisory Services, Inc.$147K1
456Ethic Inc.$146K1
457Capital Wealth Planning, LLC$141K1
458Resona Asset Management Co.,Ltd.$136K1
459MAI Capital Management$110K1
460TOTH FINANCIAL ADVISORY CORP$107K1
461Eurizon Capital SGR S.p.A.$99.5K1
462Ameritas Investment Partners, Inc.$94.7K1
463Clearstead Trust, LLC$91.6K1
464Allworth Financial LP$84.6K1
465EVERMAY WEALTH MANAGEMENT LLC$74.7K1
466CONTRAVISORY INVESTMENT MANAGEMENT, INC.$74.0K1
467Mountain Hill Investment Partners Corp.$70.5K1
468Financial Network Wealth Advisors LLC$65.3K1
469SIGNATUREFD, LLC$65.2K1
470TRUST CO OF TOLEDO NA /OH/$62.0K1
471Deseret Mutual Benefit Administrators$54.2K1
472Rakuten Securities, Inc.$47.8K1
473SBI Securities Co., Ltd.$45.2K1
474Parkside Financial Bank & Trust$42.5K1
475Arax Advisory Partners$35.6K1
476Cromwell Holdings LLC$35.0K1
477Altshuler Shaham Ltd$34.1K1
478Larson Financial Group LLC$32.6K1
479PRIVATE TRUST CO NA$31.8K1
480BARTLETT & CO. WEALTH MANAGEMENT LLC$29.7K1
481Owl Creek Wealth Partners LLC$29.5K1
482Elevated Capital Advisors, LLC$29.5K1
483Cache Advisors, LLC$28.2K1
484CYBER HORNET ETFs LLC$27.8K1
485Byrne Asset Management LLC$23.5K1
486Glen Eagle Advisors, LLC$22.3K1
487Moisand Fitzgerald Tamayo, LLC$20.9K1
488GLAZER CAPITAL, LLC$19.7K1
489Leonteq Securities AG$19.2K1
490Hilltop National Bank$18.3K1
491ENTRUST FINANCIAL LLC$18.3K1
492Pinnacle Wealth Planning Services, Inc.$17.4K1
493BEACON INVESTMENT ADVISORY SERVICES, INC.$17.3K1
494Geneos Wealth Management Inc.$16.9K1
495Salomon & Ludwin, LLC$16.9K1
496Destiny Wealth Partners, LLC$16.5K1
497Blue Trust, Inc.$14.7K1
498MONETARY MANAGEMENT GROUP INC$14.1K1
499Smartleaf Asset Management LLC$12.7K1
500Itau Unibanco Holding S.A.$12.4K1
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 AES

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for AES · financials and macro

Financials — as filed PLANNED

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