Public record / Tickers / AIT

AIT — APPLIED INDUSTRIAL TECHNOLOGIES INC

Both disclosure regimes on one name: who in Congress filed about AIT, 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 AIT
Members · 12m
1
0 buys · 3 sells · by trade date
Latest PTR
03-02
filed 2026-03-02
13F holders
471
top-471 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

Markwayne Mullin · $15.0K–$50.0K

Sale · traded 2025-12-18 → filed 2026-01-13. Ranked over every AIT row by the provable lower bound, never a point estimate.

1 member · 0 buys / 3 sells

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

2 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

6 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. 6 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING AIT · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning AIT
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-03-02Markwayne Mullin R–OKSale · JT (jointly owned)Traded 02-04 +26d$1K–$15K
2026-01-13Markwayne Mullin R–OKSaleTraded 2025-12-18 +26d$15K–$50K
2026-01-13Markwayne Mullin R–OKSale · SP (spouse-owned)Traded 2025-12-18 +26d$15K–$50K
2025-02-27Markwayne Mullin R–OKPurchase · JT (jointly owned)Traded 02-03 +24d$1K–$15K
2025-01-31Markwayne Mullin R–OKPurchaseTraded 01-02 +29d$15K–$50K
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 AIT

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing AIT 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.
Markwayne Mullin R–OK3−$115K to −$31.0K

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

Congress ↔ notable managers · AIT

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
1 Gotham Asset Management $7.7M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · APPLIED INDL TECHNOLOGIES IN

Merged timeline of congressional filings and notable-manager moves on AIT
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+2,585 sh
2026-05-15Tudor Investment Corp 13Ftrim−30,009 sh
2026-05-15Bridgewater Associates 13Ftrim−22,554 sh

3 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 AIT for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.0B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$563M1
3VANGUARD CAPITAL MANAGEMENT LLC$443M1
4STATE STREET CORP$320M1
5FIRST TRUST ADVISORS LP$260M1
6AQR CAPITAL MANAGEMENT LLC$241M1
7WELLINGTON MANAGEMENT GROUP LLP$200M1
8DIMENSIONAL FUND ADVISORS LP$191M1
9Alyeska Investment Group, L.P.$160M1
10FULLER & THALER ASSET MANAGEMENT, INC.$149M1
11UBS Group AG$136M1
12FMR LLC$134M1
13Capital Research Global Investors$131M1
14TWO SIGMA INVESTMENTS, LP$130M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$125M1
16Invesco Ltd.$99.5M1
17Capital World Investors$99.2M1
18MORGAN STANLEY$94.7M1
19Capital International Investors$84.1M1
20FEDERATED HERMES, INC.$80.1M1
21NORTHERN TRUST CORP$79.9M1
22MASSACHUSETTS FINANCIAL SERVICES CO /MA/$79.5M1
23Durable Capital Partners LP$78.7M1
24WESTFIELD CAPITAL MANAGEMENT CO LP$76.7M1
25Qube Research & Technologies Ltd$73.4M1
26FRANKLIN RESOURCES INC$72.5M1
27Allspring Global Investments Holdings, LLC$70.0M1
28ALLIANCEBERNSTEIN L.P.$68.3M1
29BANK OF AMERICA CORP /DE/$66.4M1
30Fiera Capital Corp$65.7M1
31BROWN ADVISORY INC$62.3M1
32VANGUARD FIDUCIARY TRUST CO$61.3M1
33MILLENNIUM MANAGEMENT LLC$58.8M1
34NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$56.3M1
35AMERICAN CENTURY COMPANIES INC$53.6M1
36PALISADE CAPITAL MANAGEMENT, LP$49.1M1
37ADAGE CAPITAL PARTNERS GP, L.L.C.$47.0M1
38Artisan Partners Limited Partnership$46.7M1
39Amundi$46.4M1
40Nuveen, LLC$41.2M1
41Robeco Schweiz AG$41.1M1
42NORDEA INVESTMENT MANAGEMENT AB$40.7M1
43CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$39.9M1
44VOYA INVESTMENT MANAGEMENT LLC$39.3M1
45ArrowMark Colorado Holdings LLC$39.2M1
46ROYAL LONDON ASSET MANAGEMENT LTD$38.3M1
47EULAV Asset Management$35.2M1
48PRINCIPAL FINANCIAL GROUP INC$35.0M1
49RAYMOND JAMES FINANCIAL INC$34.0M1
50WCM INVESTMENT MANAGEMENT, LLC$33.3M1
51UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$32.4M1
52EVENTIDE ASSET MANAGEMENT, LLC$32.1M1
53SEI INVESTMENTS CO$29.6M1
54SG Capital Management LLC$29.5M1
55BALYASNY ASSET MANAGEMENT L.P.$26.3M1
56Tidal Investments LLC$25.5M1
57MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$25.4M1
58ProShare Advisors LLC$24.3M1
59VOLORIDGE INVESTMENT MANAGEMENT, LLC$24.2M1
60WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$22.9M1
61Retirement Systems of Alabama$22.6M1
62ENVESTNET ASSET MANAGEMENT INC$22.1M1
63Curi Capital, LLC$22.0M1
64CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$20.0M1
65Swiss National Bank$19.8M1
66NATIXIS$19.3M1
67JANE STREET GROUP, LLC$18.9M1
68D. E. Shaw & Co., Inc.$17.3M1
69ROYCE & ASSOCIATES LP$17.1M1
70Assenagon Asset Management S.A.$17.1M1
71TUDOR INVESTMENT CORP ET AL$17.0M1
72OP Asset Management Ltd$16.7M1
73Trexquant Investment LP$16.0M1
74Rockefeller Capital Management L.P.$15.4M1
75THORNBURG INVESTMENT MANAGEMENT INC$15.0M1
76BARCLAYS PLC$14.7M1
77Point72 Asset Management, L.P.$14.7M1
78CANADA PENSION PLAN INVESTMENT BOARD$14.4M1
79Schonfeld Strategic Advisors LLC$13.7M1
80STATE OF WISCONSIN INVESTMENT BOARD$13.4M1
81Legal & General Group Plc$13.2M1
82FRONTIER CAPITAL MANAGEMENT CO LLC$13.0M1
83VICTORY CAPITAL MANAGEMENT INC$12.9M1
84CRAMER ROSENTHAL MCGLYNN LLC$12.9M1
85US BANCORP \DE\$12.5M1
86Universal- Beteiligungs- und Servicegesellschaft mbH$11.7M1
87TEMA ETFS LLC$11.7M1
88Allianz Asset Management GmbH$11.2M1
89Engineers Gate Manager LP$11.1M1
90BANK OF NOVA SCOTIA$11.0M1
91CITADEL ADVISORS LLC$10.8M1
92Emerald Investment Advisers, LLC$9.8M1
93TEACHER RETIREMENT SYSTEM OF TEXAS$9.5M1
94VANGUARD ASSET MANAGEMENT, Ltd$9.3M1
95SMA Capital LLC$9.0M1
96Creative Planning$8.7M1
97WELLS FARGO & COMPANY/MN$8.5M1
98LPL Financial LLC$8.3M1
99ROYAL BANK OF CANADA$8.2M1
100STIFEL FINANCIAL CORP$8.0M1
101ALPS ADVISORS INC$7.9M1
102Gotham Asset Management, LLC$7.7M1
103CITIGROUP INC$7.4M1
104O'SHAUGHNESSY ASSET MANAGEMENT, LLC$7.4M1
105Vest Financial, LLC$7.1M1
106Mariner, LLC$7.1M1
107HOMESTEAD ADVISERS CORP$7.1M1
108MANUFACTURERS LIFE INSURANCE COMPANY, THE$7.0M1
109Cerity Partners LLC$7.0M1
110Moran Wealth Management, LLC$7.0M1
111Brevan Howard Capital Management LP$6.8M1
112ROMANO BROTHERS AND COMPANY$6.4M1
113ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$6.3M1
114Voleon Capital Management LP$5.6M1
115HSBC HOLDINGS PLC$5.5M1
116WORLDQUANT MILLENNIUM ADVISORS LLC$5.3M1
117LAZARD ASSET MANAGEMENT LLC$5.2M1
118FIFTH THIRD BANCORP$5.2M1
119Atom Investors LP$4.7M1
120Janus Henderson Group Ltd.$4.6M1
121Squarepoint Ops LLC$4.6M1
122Grantham, Mayo, Van Otterloo & Co. LLC$4.5M1
123CWM, LLC$4.5M1
124MAI Capital Management$4.4M1
125Illinois Municipal Retirement Fund$4.4M1
126ExodusPoint Capital Management, LP$4.2M1
127Zurcher Kantonalbank (Zurich Cantonalbank)$4.2M1
128RITHOLTZ WEALTH MANAGEMENT$4.1M1
129Vanguard Global Advisers, LLC$4.0M1
130Mitsubishi UFJ Trust & Banking Corp$4.0M1
131OAK RIDGE INVESTMENTS LLC$3.9M1
132IEQ CAPITAL, LLC$3.8M1
133Blue Trust, Inc.$3.7M1
134Man Group plc$3.5M1
135MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$3.4M1
136SCHRODER INVESTMENT MANAGEMENT GROUP$3.3M1
137MERCER GLOBAL ADVISORS INC /ADV$3.3M1
138Aquatic Capital Management LLC$3.2M1
139Paralel Advisors LLC$3.1M1
140HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$3.1M1
141Magnetar Financial LLC$3.1M1
142JOHNSON INVESTMENT COUNSEL INC$3.0M1
143Pathstone Holdings, LLC$3.0M1
144STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$2.9M1
145State of New Jersey Common Pension Fund D$2.9M1
146CREDIT AGRICOLE S A$2.8M1
147Arizona State Retirement System$2.8M1
148PINNACLE ASSOCIATES LTD$2.7M1
149Quantinno Capital Management LP$2.7M1
150GUYASUTA INVESTMENT ADVISORS INC$2.7M1
151Harfst & Associates, Inc.$2.7M1
152Graham Capital Management, L.P.$2.7M1
153Steward Partners Investment Advisory, LLC$2.7M1
154Kingsview Wealth Management, LLC$2.7M1
155PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$2.7M1
156Orion Porfolio Solutions, LLC$2.7M1
157Edgestream Partners, L.P.$2.6M1
158Oliver Luxxe Assets LLC$2.6M1
159Vanguard Investments Australia, Ltd.$2.6M1
160COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.5M1
161STATE OF MICHIGAN RETIREMENT SYSTEM$2.4M1
162Linden Thomas Advisory Services, LLC$2.4M1
163Capital International, Inc./CA/$2.2M1
164NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.2M1
165Dana Investment Advisors, Inc.$2.2M1
166OCCUDO QUANTITATIVE STRATEGIES LP$2.1M1
167Verition Fund Management LLC$2.1M1
168Van Hulzen Asset Management, LLC$2.1M1
169OPPENHEIMER ASSET MANAGEMENT INC.$2.0M1
170WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.0M1
171OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.0M1
172L2 Asset Management, LLC$1.9M1
173Advisors Asset Management, Inc.$1.8M1
174Ameritas Investment Partners, Inc.$1.8M1
175Kestra Investment Management, LLC$1.8M1
176Cetera Investment Advisers$1.8M1
177Quadrature Capital Ltd$1.8M1
178TRUIST FINANCIAL CORP$1.8M1
179Pinnacle Financial Partners, Inc.$1.8M1
180HANCOCK WHITNEY CORP$1.7M1
181Richard Bernstein Advisors LLC$1.7M1
182QRG CAPITAL MANAGEMENT, INC.$1.7M1
183Vestmark Advisory Solutions, Inc.$1.7M1
184Pictet Asset Management Holding SA$1.6M1
185COMMONWEALTH EQUITY SERVICES, LLC$1.5M1
186ASSETMARK, INC$1.5M1
187Y-Intercept (Hong Kong) Ltd$1.5M1
188SHEETS SMITH WEALTH MANAGEMENT$1.5M1
189Focus Partners Wealth$1.3M1
190Diversified Trust Co$1.3M1
191HighTower Advisors, LLC$1.3M1
192ING GROEP NV$1.3M1
193BANK OF MONTREAL /CAN/$1.3M1
194LECAP ASSET MANAGEMENT LTD$1.3M1
195Bridgewater Associates, LP$1.3M1
196QUADRANT CAPITAL GROUP LLC$1.2M1
197Baird Financial Group, Inc.$1.2M1
198NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.2M1
199DEUTSCHE BANK AG\$1.2M1
200XPONANCE LLC$1.2M1
201Ifrah Financial Services, Inc.$1.2M1
202Measured Wealth Private Client Group, LLC$1.2M1
203Smith Group Asset Management, LLC$1.2M1
204Lisanti Capital Growth, LLC$1.1M1
205Mitsubishi UFJ Asset Management Co., Ltd.$1.1M1
206Polar Asset Management Partners Inc.$1.1M1
207Freestone Grove Partners LP$1.0M1
208NewEdge Advisors, LLC$998K1
209MML INVESTORS SERVICES, LLC$994K1
210Vanguard Personalized Indexing Management, LLC$962K1
211Ensign Peak Advisors, Inc$922K1
212Concurrent Investment Advisors, LLC$921K1
213Perbak Capital Partners LLP$911K1
214Sequoia Financial Advisors, LLC$900K1
215KANAWHA CAPITAL MANAGEMENT LLC$893K1
216Robeco Institutional Asset Management B.V.$893K1
217Crossmark Global Holdings, Inc.$872K1
218OSAIC HOLDINGS, INC.$867K1
219EVOLVE PRIVATE WEALTH, LLC$864K1
220WBI INVESTMENTS, LLC$862K1
221AIA Group Ltd$851K1
222iSAM Funds (UK) Ltd$837K1
223Inspire Investing, LLC$803K1
224MACKENZIE FINANCIAL CORP$786K1
225Sivia Capital Partners, LLC$776K1
226DIVERSIFIED MANAGEMENT INC$752K1
227JAMES INVESTMENT RESEARCH, INC.$751K1
228SECURIAN ASSET MANAGEMENT, INC$737K1
229Alamea Verwaltungs GmbH$719K1
230Federation des caisses Desjardins du Quebec$716K1
231M&T BANK CORP$707K1
232Base Wealth Management LLC$694K1
233Corient Private Wealth LLC$692K1
234COLDSTREAM CAPITAL MANAGEMENT INC$654K1
235EVERGREEN CAPITAL MANAGEMENT LLC$644K1
236GDS Wealth Management$641K1
237Walleye Capital LLC$630K1
238Sovran Advisors, LLC$629K1
239Bull Harbor Capital LLC$624K1
240Swiss Life Asset Management Ltd$609K1
241Merit Financial Group, LLC$598K1
242XTX Topco Ltd$595K1
243Dakota Wealth Management$594K1
244Machina Capital S.A.S.$592K1
245Empowered Funds, LLC$584K1
246Focus Partners Advisor Solutions, LLC$568K1
247Private Advisor Group, LLC$565K1
248Legacy Wealth Asset Management, LLC$564K1
249Penobscot Investment Management Company, Inc.$552K1
250Octavia Wealth Advisors, LLC$547K1
251HB Wealth Management, LLC$537K1
252nVerses Capital, LLC$533K1
253F/m Investments LLC$522K1
254Utah Retirement Systems$522K1
255Chicago Partners Investment Group LLC$520K1
256MQS Management LLC$516K1
257Fieldview Capital Management, LLC$495K1
258Maryland State Retirement & Pension System$491K1
259Clearstead Advisors, LLC$491K1
260Atria Investments, Inc$490K1
261Dundas Partners LLP$473K1
262Granite Investment Partners, LLC$469K1
263Vident Advisory, LLC$467K1
264Brooklyn Investment Group$466K1
265Cresset Asset Management, LLC$458K1
266CHILDRESS CAPITAL ADVISORS, LLC$456K1
267Tower Research Capital LLC (TRC)$448K1
268Snowden Capital Advisors LLC$446K1
269AXQ CAPITAL, LP$434K1
270BURNEY CO/$430K1
271Farringdon Capital, Ltd.$416K1
272Summit Trail Advisors, LLC$413K1
273GATEWAY INVESTMENT ADVISERS LLC$407K1
274FIDUCIARY TRUST CO$404K1
275OneDigital Investment Advisors LLC$398K1
276UNITED CAPITAL FINANCIAL ADVISORS, LLC$395K1
277SUSQUEHANNA INTERNATIONAL GROUP, LLP$389K1
278Ashton Thomas Private Wealth, LLC$387K1
279Qsemble Capital Management, LP$385K1
280WADDELL & ASSOCIATES, LLC$382K1
281Sendero Wealth Management, LLC$378K1
282OPPENHEIMER & CO INC$371K1
283Balboa Wealth Partners$371K1
284R Squared Ltd$369K1
285CAPSTONE INVESTMENT ADVISORS, LLC$363K1
286OneAscent Investment Solutions LLC$363K1
287Fox Hill Wealth Management$343K1
288Y.D. More Investments Ltd$341K1
289OXFORD ASSET MANAGEMENT LLP$341K1
290SHELTON CAPITAL MANAGEMENT$337K1
291EntryPoint Capital, LLC$336K1
292State of Wyoming$336K1
293CIBC Asset Management Inc$327K1
294LBP AM SA$321K1
295Waverly Advisors, LLC$311K1
296Sanctuary Advisors, LLC$308K1
297Stratos Wealth Partners, LTD.$308K1
298Maridea Wealth Management LLC$305K1
299GHP Investment Advisors, Inc.$304K1
300MOODY ALDRICH PARTNERS LLC$301K1
301Lombard Odier Asset Management (USA) Corp$299K1
302Compound Planning, Inc.$295K1
303CENTRAL TRUST Co$292K1
304Kestra Advisory Services, LLC$292K1
305CITIZENS FINANCIAL GROUP INC/RI$291K1
306North Dakota State Investment Board$291K1
307VERUS CAPITAL PARTNERS, LLC$287K1
308REGIONS FINANCIAL CORP$284K1
309Apollon Wealth Management, LLC$284K1
310MONETA GROUP INVESTMENT ADVISORS LLC$283K1
311Krilogy Financial LLC$282K1
312INTRUST BANK NA$282K1
313Connor, Clark & Lunn Investment Management Ltd.$282K1
314PEAK6 LLC$276K1
315ELEVATION POINT WEALTH PARTNERS, LLC$274K1
316Summit Financial, LLC$271K1
317EXCHANGE TRADED CONCEPTS, LLC$270K1
318Centurion Wealth Management LLC$265K1
319Fairvoy Private Wealth, LLC$265K1
320Vise Technologies, Inc.$255K1
321Skandinaviska Enskilda Banken AB (publ)$255K1
322Abel Hall, LLC$254K1
323HBK Sorce Advisory LLC$251K1
324Procyon Advisors, LLC$250K1
325Retirement Planning Group, LLC$247K1
326RETIREMENT GUYS FORMULA LLC$242K1
327Beacon Capital Management, LLC$241K1
328Rothschild Wealth LLC$237K1
329Polymer Capital Management (US) LLC$236K1
330Caprock Group, LLC$235K1
331Baker Avenue Asset Management, LP$234K1
332FOX RUN MANAGEMENT, L.L.C.$233K1
333D'Orazio & Associates, Inc.$230K1
334Allworth Financial LP$228K1
335Meiji Yasuda Asset Management Co Ltd.$226K1
336AlphaCore Capital LLC$224K1
337DAYMARK WEALTH PARTNERS, LLC$220K1
338Daiwa Securities Group Inc.$218K1
339PROFUND ADVISORS LLC$217K1
340Spire Wealth Management$213K1
341Finivi Inc.$212K1
342Indivisible Partners$210K1
343&PARTNERS$200K1
344INDEPENDENT FINANCIAL GROUP, LLC$200K1
345BNP Paribas Asset Management Holding S.A.$193K1
346DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$173K1
347NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$164K1
348UMB Bank, n.a.$158K1
349Eurizon Capital SGR S.p.A.$153K1
350Pinnacle Wealth Planning Services, Inc.$127K1
351EDMOND DE ROTHSCHILD HOLDING S.A.$116K1
352Parkside Financial Bank & Trust$114K1
353Walleye Trading LLC$94.7K1
354CONTRAVISORY INVESTMENT MANAGEMENT, INC.$83.3K1
355TOTH FINANCIAL ADVISORY CORP$54.1K1
356Arax Advisory Partners$51.5K1
357Smartleaf Asset Management LLC$43.6K1
358NOMURA ASSET MANAGEMENT CO LTD$39.8K1
359Key FInancial Inc$30.5K1
360VEGA INVESTMENT SOLUTIONS$29.7K1
361TD Capital Management LLC$27.2K1
362Opal Wealth Advisors, LLC$25.5K1
363NFSG Corp$23.9K1
364Miller Capital Partners, Inc.$22.0K1
365SIGNATUREFD, LLC$21.5K1
366True Wealth Design, LLC$21.2K1
367ALGERT GLOBAL LLC$21.0K1
368HRT FINANCIAL LP$19.8K1
369Kilter Group LLC$17.8K1
370Bell Investment Advisors, Inc$16.7K1
371SJS Investment Consulting Inc.$15.1K1
372Transamerica Financial Advisors, LLC$11.2K1
373Activest Wealth Management$10.9K1
374JFS WEALTH ADVISORS, LLC$10.6K1
375Private Wealth Management Group, LLC$9.6K1
376CVA Family Office, LLC$7.7K1
377JPL Wealth Management, LLC$7.2K1
378Retirement Wealth Solutions LLC$7.2K1
379Owl Creek Wealth Partners LLC$6.9K1
380Dogwood Wealth Management LLC$6.4K1
381CANADA LIFE ASSURANCE Co$6.0K1
382Caitong International Asset Management Co., Ltd$5.0K1
383Treasurer of the State of North Carolina$4.2K1
384Abound Wealth Management$4.0K1
385Altshuler Shaham Ltd$4.0K1
386Signature Equity Partners, LLC$3.9K1
387Sapience Investments, LLC$3.7K1
388Sachetta, LLC$3.5K1
389Physician Wealth Advisors, Inc.$3.2K1
390MidFirst Bank$3.2K1
391Rialto Wealth Management, LLC$2.9K1
392N.E.W. Advisory Services LLC$2.4K1
393DiNuzzo Private Wealth, Inc.$2.4K1
394MONTAG A & ASSOCIATES INC$2.2K1
395Westfuller Advisors, LLC$2.2K1
396Cromwell Holdings LLC$2.1K1
397WOLFF WIESE MAGANA LLC$1.9K1
398WEBSTER BANK, N. A.$1.9K1
399Annis Gardner Whiting Capital Advisors, LLC$1.3K1
400State of Alaska, Department of Revenue$9961
401Manchester Capital Management LLC$7961
402Vermillion Wealth Management, Inc.$7961
403HFM Investment Advisors, LLC$7961
404GSA CAPITAL PARTNERS LLP$7241
405DekaBank Deutsche Girozentrale$7041
406Vestcor Inc$5551
407SouthState Bank Corp$5311
408Intentional Wealth Strategies, LLC$5311
409KBC Group NV$2981
410TFC Financial Management, Inc.$2661
411NATIONAL BANK OF CANADA /FI/$2571
412Claret Asset Management Corp$2521
413Smithfield Trust Co$361
414Capital Analysts, LLC$61
415Larson Financial Group LLC$51
416Avion Wealth$01
417VANGUARD GROUP INC$01
418GLENMEDE TRUST CO NA$01
419THRIVENT FINANCIAL FOR LUTHERANS$01
420HARBOUR INVESTMENTS, INC.$01
421COMERICA BANK$01
422TORONTO DOMINION BANK$01
423VIRGINIA RETIREMENT SYSTEMS ET Al$01
424RENAISSANCE TECHNOLOGIES LLC$01
425CIBC WORLD MARKETS CORP$01
426PRUDENTIAL FINANCIAL INC$01
427CIBC Private Wealth Group LLC$01
428TimesSquare Capital Management, LLC$01
429Liberty Capital Management, Inc.$01
430NORGES BANK$01
431PRELUDE CAPITAL MANAGEMENT, LLC$01
432TWO SIGMA SECURITIES, LLC$01
433B. Riley Wealth Advisors, Inc.$01
434TWO SIGMA ADVISERS, LP$01
435Cambria Investment Management, L.P.$01
436Dynamic Technology Lab Private Ltd$01
437Waratah Capital Advisors Ltd.$01
438Interval Partners, LP$01
439MUFG Securities EMEA plc$01
440Lighthouse Investment Partners, LLC$01
441NorthCoast Asset Management LLC$01
442Csenge Advisory Group$01
443Distillate Capital Partners LLC$01
444FORA Capital, LLC$01
445Global Retirement Partners, LLC$01
446Cynosure Group, LLC$01
447OneAscent Wealth Management LLC$01
448Concentric Capital Strategies, LP$01
449AlphaQuest LLC$01
450AXXCESS WEALTH MANAGEMENT, LLC$01
451Forum Financial Management, LP$01
452SageView Advisory Group, LLC$01
453Global Assets Advisory, LLC$01
454Cape Investment Advisory, Inc.$01
455Dunhill Financial, LLC$01
456Gallacher Capital Management LLC$01
457Arista Wealth Management, LLC$01
458Quarry LP$01
459SAPIENT CAPITAL LLC$01
460NEOS Investment Management LLC$01
461Rakuten Securities, Inc.$01
462Regents Gate Capital LLP$01
463Jain Global LLC$01
464Motiv8 Investments LLC$01
465Aster Capital Management (DIFC) Ltd$01
466MASECO LLP$01
467Taproot Management LP$01
468BRIAN LOW FINANCIAL GROUP, LLC$01
469Gaddis Premier Wealth Advisors LLC$01
470Greenline Wealth Management LLC$01
471BDFS Capital LLC$01
Truncated by Public Filings. The published aggregate ranks the top 471 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)0 buy / 3 sell
Congress net ($ bound)−$115K to −$31.0K
Filers net (actions)not in build
Filers net ($ 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 AIT

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for AIT · financials and macro

Financials — as filed PLANNED

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