Public record / Tickers / ALC

ALC — ALCON INC

Both disclosure regimes on one name: who in Congress filed about ALC, 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
17
all PTR rows naming ALC
Members · 12m
3
1 buys · 2 sells · by trade date
Latest PTR
09-01
filed 2026-09-01
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

Greg Gianforte · $100K–$250K

Purchase · traded 2020-06-05 → filed 2020-06-25. Ranked over every ALC row by the provable lower bound, never a point estimate.

3 members · 1 buys / 2 sells

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

1 row 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

4 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. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING ALC · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ALC
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-01Kevin Hern R–OK-1SaleTraded 08-05 +27d$1K–$15K
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-30 LATE·113d$1K–$15K
2026-04-08Josh Gottheimer D–NJ-5Sale · JT (jointly owned)Traded 03-12 +27d$1K–$15K
2025-04-14Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 03-03 +42d$1K–$15K
2024-07-09Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 06-21 +18d$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 17 ↗

Members active in ALC

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing ALC 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.
Alan Armstrong R–OK1$1.0K to $15.0K2
Josh Gottheimer D–NJ-51−$15.0K to −$1.0K2
Kevin Hern R–OK-11−$15.0K to −$1.0K1

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

Congress ↔ notable managers · ALC

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

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
1 Kevin Hern R–OK-1 $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Adding
1 Bridgewater Associates $2.2M held
Trimming
0 $0 held

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

Merged timeline of congressional filings and notable-manager moves on ALC
DateWhoChangeSize
2026-09-01Kevin Hern CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Bridgewater Associates 13Fnew+28,891 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 ALC for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1VANGUARD CAPITAL MANAGEMENT LLC$1.1B1
2FMR LLC$938M1
3Aristotle Capital Management, LLC$732M1
4Zurcher Kantonalbank (Zurich Cantonalbank)$592M1
5UBS Group AG$447M1
6Amundi$430M1
7Select Equity Group, L.P.$419M1
8Vontobel Holding Ltd.$405M1
9DEUTSCHE BANK AG\$375M1
10Pictet Asset Management Holding SA$367M1
11VANGUARD FIDUCIARY TRUST CO$329M1
12FRANKLIN RESOURCES INC$325M1
13ROYAL BANK OF CANADA$313M1
14Allspring Global Investments Holdings, LLC$312M1
15Legal & General Group Plc$291M1
16Southpoint Capital Advisors LP$256M1
17BANK OF AMERICA CORP /DE/$235M1
18CANTILLON CAPITAL MANAGEMENT LLC$189M1
19Clearbridge Investments, LLC$178M1
20CAISSE DES DEPOTS ET CONSIGNATIONS$175M1
21BNP Paribas Asset Management Holding S.A.$161M1
22VANGUARD ASSET MANAGEMENT, Ltd$157M1
23Fiera Capital Corp$155M1
24Rudius Management LP$135M1
25THORNBURG INVESTMENT MANAGEMENT INC$128M1
26CIBC Bancorp USA Inc.$126M1
27Bank Julius Baer & Co. Ltd, Zurich$120M1
28Focus Partners Wealth$117M1
29MORGAN STANLEY$116M1
30CITIGROUP INC$106M1
31Compagnie Lombard Odier SCmA$103M1
32PRIMECAP MANAGEMENT CO/CA/$101M1
33CANADA PENSION PLAN INVESTMENT BOARD$98.9M1
34DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$97.9M1
35Ilex Capital Partners (UK) LLP$92.5M1
36Allianz Asset Management GmbH$88.7M1
37Point72 Asset Management, L.P.$88.0M1
38D. E. Shaw & Co., Inc.$87.5M1
39Banque Cantonale Vaudoise$82.8M1
40Nuveen, LLC$82.7M1
41SEI INVESTMENTS CO$70.6M1
42CITADEL ADVISORS LLC$69.9M1
43ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$60.9M1
44Vestal Point Capital, LP$60.3M1
45SEB Asset Management AB$57.2M1
46WELLS FARGO & COMPANY/MN$56.3M1
47Sofinnova Investments, Inc.$55.0M1
48NORTHERN TRUST CORP$54.3M1
49ANCHOR CAPITAL ADVISORS LLC$52.5M1
50MANUFACTURERS LIFE INSURANCE COMPANY, THE$52.4M1
51NICHOLAS COMPANY, INC.$51.9M1
52BlackRock, Inc.$51.5M1
53M&G Plc$51.5M1
54ENVESTNET ASSET MANAGEMENT INC$50.9M1
55LGT Group Foundation$47.6M1
56BANQUE PICTET & CIE SA$45.4M1
57TWO SIGMA INVESTMENTS, LP$44.1M1
58AVIVA PLC$42.4M1
59UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$38.0M1
601832 Asset Management L.P.$35.7M1
61Cerity Partners LLC$35.2M1
62SIH Partners, LLLP$32.9M1
63Birch Hill Investment Advisors LLC$31.2M1
64Pictet North America Advisors SA$30.6M1
65SCHWARTZ INVESTMENT COUNSEL INC$30.5M1
66CREDIT AGRICOLE S A$30.4M1
67Zurich Insurance Group Ltd/FI$29.8M1
68JANE STREET GROUP, LLC$27.8M1
69Invesco Ltd.$27.1M1
70MACKENZIE FINANCIAL CORP$25.6M1
71FIL Ltd$24.2M1
72BANK OF MONTREAL /CAN/$23.3M1
73J. Safra Sarasin Holding AG$21.9M1
74Janus Henderson Group Ltd.$21.5M1
75Susquehanna Portfolio Strategies, LLC$21.3M1
76Korea Investment CORP$20.6M1
77PUBLIC SECTOR PENSION INVESTMENT BOARD$20.2M1
78Engineers Gate Manager LP$19.8M1
79Vanguard Investments Australia, Ltd.$18.7M1
80Dundas Partners LLP$18.5M1
81Trexquant Investment LP$17.7M1
82CAMBIAR INVESTORS LLC$17.5M1
83Woodline Partners LP$17.5M1
84AQR CAPITAL MANAGEMENT LLC$17.2M1
85TD ASSET MANAGEMENT INC$16.9M1
86VOYA INVESTMENT MANAGEMENT LLC$16.7M1
87OCCUDO QUANTITATIVE STRATEGIES LP$16.6M1
88RAYMOND JAMES FINANCIAL INC$15.7M1
89Generali Asset Management SPA SGR$15.3M1
90NICHOLS & PRATT ADVISERS LLP /MA$15.3M1
91WESTWOOD HOLDINGS GROUP INC$14.3M1
92LaFleur & Godfrey LLC$13.6M1
93Schonfeld Strategic Advisors LLC$13.4M1
94Running Oak Capital LLC$12.9M1
95Quantinno Capital Management LP$12.8M1
96FRONTIER CAPITAL MANAGEMENT CO LLC$12.1M1
97Sone Capital Management, LLC$11.7M1
98STATE OF WISCONSIN INVESTMENT BOARD$11.6M1
99TRILLIUM ASSET MANAGEMENT, LLC$11.4M1
100STIFEL FINANCIAL CORP$11.4M1
101EFG International AG$10.9M1
102Vanguard Global Advisers, LLC$10.6M1
103LANSDOWNE PARTNERS (UK) LLP$10.1M1
104EAGLE GLOBAL ADVISORS LLC$9.3M1
105ASR Vermogensbeheer N.V.$9.0M1
106Creative Planning$8.6M1
107NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$8.5M1
108PRUDENTIAL PLC$8.0M1
109MILLENNIUM MANAGEMENT LLC$8.0M1
110LPL Financial LLC$8.0M1
111Walter Public Investments Inc.$7.9M1
112OSSIAM$7.9M1
113Qube Research & Technologies Ltd$7.9M1
114DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$7.7M1
115Aberdeen Group plc$7.7M1
116ALLIANCEBERNSTEIN L.P.$7.7M1
117ROYAL LONDON ASSET MANAGEMENT LTD$7.7M1
118Maryland State Retirement & Pension System$7.6M1
119CHARLES SCHWAB INVESTMENT MANAGEMENT INC$7.5M1
120USS Investment Management Ltd$7.4M1
121WELLINGTON MANAGEMENT GROUP LLP$7.4M1
122Corient Private Wealth LLC$7.2M1
123WORMSER FRERES GESTION$7.2M1
124US BANCORP \DE\$7.1M1
125SOROS CAPITAL MANAGEMENT LLC$7.1M1
126BLI - Banque de Luxembourg Investments$7.0M1
127Optiver Holding B.V.$6.8M1
128GROUPAMA ASSET MANAGMENT$6.6M1
129BRIDGER MANAGEMENT, LLC$6.4M1
130Socorro Asset Management LP$6.3M1
131Marks Group Wealth Management, Inc$6.2M1
132TCTC Holdings, LLC$6.0M1
133D.A. DAVIDSON & CO.$5.9M1
134Bank Pictet & Cie (Europe) AG$5.6M1
135Aquatic Capital Management LLC$5.3M1
136Robeco Schweiz AG$5.3M1
137Advocacy Wealth Management, LLC$4.7M1
138Taproot Management LP$4.7M1
139Lansforsakringar Fondforvaltning AB (publ)$4.6M1
140OPPENHEIMER ASSET MANAGEMENT INC.$4.5M1
141NORDEA INVESTMENT MANAGEMENT AB$4.3M1
142Aperture Investors, LLC$4.3M1
143Mitsubishi UFJ Trust & Banking Corp$4.1M1
144LGT Fund Management Co Ltd.$4.0M1
145Choate Investment Advisors$3.7M1
146M&T BANK CORP$3.6M1
147Orion Porfolio Solutions, LLC$3.6M1
148MetLife Investment Management, LLC$3.5M1
149Assenagon Asset Management S.A.$3.5M1
150XTX Topco Ltd$3.5M1
151OSAIC HOLDINGS, INC.$3.4M1
152Rockefeller Capital Management L.P.$3.3M1
153CREDIT INDUSTRIEL ET COMMERCIAL$3.2M1
154Chesley Taft & Associates LLC$3.1M1
155Robeco Institutional Asset Management B.V.$3.1M1
156Mariner, LLC$3.1M1
157Troluce Capital Advisors LLC$3.1M1
158SummitTX Capital, L.P.$3.0M1
159O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.0M1
160TRUIST FINANCIAL CORP$2.7M1
161Pinnacle Financial Partners, Inc.$2.7M1
162Bleakley Financial Group, LLC$2.6M1
163Summit Place Financial Advisors, LLC$2.6M1
164Numerai GP LLC$2.6M1
165Legacy Wealth Asset Management, LLC$2.5M1
166Clear Harbor Asset Management, LLC$2.3M1
167GUARDIAN CAPITAL LP$2.3M1
168Atria Investments, Inc$2.3M1
169Hudson Bay Capital Management LP$2.3M1
170MML INVESTORS SERVICES, LLC$2.2M1
171Bridgewater Associates, LP$2.2M1
172MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.2M1
1732Xideas AG$2.2M1
174LONDON CO OF VIRGINIA$2.1M1
175NORTHSTAR ASSET MANAGEMENT INC$2.1M1
176EXENCIAL WEALTH ADVISORS, LLC$2.1M1
177Cetera Investment Advisers$1.9M1
178TD Waterhouse Canada Inc.$1.9M1
179EDMOND DE ROTHSCHILD HOLDING S.A.$1.9M1
180Squarepoint Ops LLC$1.9M1
181Pathstone Holdings, LLC$1.8M1
182Vanguard Personalized Indexing Management, LLC$1.8M1
183Chicago Capital, LLC$1.8M1
184Sequoia Financial Advisors, LLC$1.8M1
185Baird Financial Group, Inc.$1.7M1
186HARDING LOEVNER LP$1.7M1
187Alberta Investment Management Corp$1.7M1
188Sanctuary Advisors, LLC$1.7M1
189Beacon Pointe Advisors, LLC$1.6M1
190Crossmark Global Holdings, Inc.$1.6M1
191MCF Advisors LLC$1.6M1
192Baader Bank Aktiengesellschaft$1.5M1
193Tower Research Capital LLC (TRC)$1.5M1
194Moors & Cabot, Inc.$1.5M1
195Burkett Asset Management Ltd$1.5M1
196FIRST TRUST ADVISORS LP$1.5M1
197QUADRANT CAPITAL GROUP LLC$1.5M1
198TOCQUEVILLE ASSET MANAGEMENT L.P.$1.5M1
199American Assets Investment Management, LLC$1.4M1
200Ensign Peak Advisors, Inc$1.4M1
201ABN AMRO INVESTMENT SOLUTIONS$1.4M1
202COMMONWEALTH EQUITY SERVICES, LLC$1.4M1
203FIDUCIARY TRUST CO$1.4M1
204INTECH INVESTMENT MANAGEMENT LLC$1.3M1
205HighTower Advisors, LLC$1.3M1
206Callan Family Office, LLC$1.3M1
207Morningstar Investment Management LLC$1.3M1
208Banco Santander, S.A.$1.3M1
209YHB Investment Advisors, Inc.$1.3M1
210&PARTNERS$1.3M1
211WORLDQUANT MILLENNIUM ADVISORS LLC$1.3M1
212Metis Global Partners, LLC$1.3M1
213ALLIANZ SE$1.2M1
214Ridge Creek Global, Inc$1.1M1
215FOX RUN MANAGEMENT, L.L.C.$1.1M1
216ABN AMRO Bank N.V.$1.1M1
217BLAIR WILLIAM & CO/IL$1.1M1
218Advisors Asset Management, Inc.$1.1M1
219Havemeyer Place LP$1.0M1
220OPPENHEIMER & CO INC$1.0M1
221Marex Group Ltd$1.0M1
222Patten Group, Inc.$1.0M1
223CHOREO, LLC$975K1
22417 CAPITAL PARTNERS, LLC$960K1
225MAVERICK CAPITAL LTD$959K1
226FIRST MANHATTAN CO. LLC.$923K1
227Vident Advisory, LLC$910K1
228Dynamic Advisor Solutions LLC$907K1
229MERCER GLOBAL ADVISORS INC /ADV$895K1
230Laird Norton Wetherby Trust Company, LLC$890K1
231SIGNATUREFD, LLC$844K1
232HANCOCK WHITNEY CORP$839K1
233Greenfield Seitz Capital Management, LLC$825K1
234JOHNSON INVESTMENT COUNSEL INC$809K1
235EVERGREEN CAPITAL MANAGEMENT LLC$748K1
236Clarkston Capital Partners, LLC$736K1
237BROWN ADVISORY INC$709K1
238WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$699K1
239FLPUTNAM INVESTMENT MANAGEMENT CO$696K1
240AKO CAPITAL LLP$696K1
241Connecticut Wealth Management, LLC$694K1
242ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$692K1
243CIBC Asset Management Inc$672K1
244Verdence Capital Advisors LLC$633K1
245Evelyn Partners Investment Management LLP$632K1
246NATIONAL BANK OF CANADA /FI/$628K1
247Value Partners Investments Inc.$575K1
248CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$555K1
249UNITED CAPITAL FINANCIAL ADVISORS, LLC$528K1
250Summit Trail Advisors, LLC$526K1
251Waverly Advisors, LLC$524K1
252Snowden Capital Advisors LLC$524K1
253GROUP ONE TRADING LLC$497K1
254Quadcap Wealth Management, LLC$497K1
255Apollon Wealth Management, LLC$495K1
256Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$479K1
257GATEWAY INVESTMENT ADVISERS LLC$479K1
258STATE STREET CORP$461K1
259KEYBANK NATIONAL ASSOCIATION/OH$441K1
260REGIONS FINANCIAL CORP$431K1
261EVOLVE PRIVATE WEALTH, LLC$427K1
262Mutual Advisors, LLC$422K1
263IMC-Chicago, LLC$412K1
264WealthTrust Axiom LLC$405K1
265HB Wealth Management, LLC$404K1
266Compound Planning, Inc.$404K1
267Portside Wealth Group, LLC$402K1
268WEALTH ALLIANCE, LLC$401K1
269MAI Capital Management$383K1
270Jefferies Financial Group Inc.$382K1
271Aaron Wealth Advisors LLC$376K1
272BOOTHBAY FUND MANAGEMENT, LLC$364K1
273Dorsey & Whitney Trust CO LLC$362K1
274Scientech Research LLC$362K1
275TWINBEECH CAPITAL LP$362K1
276RITHOLTZ WEALTH MANAGEMENT$360K1
277FIFTH THIRD BANCORP$358K1
278Third View Private Wealth, LLC$356K1
279Live Oak Private Wealth LLC$355K1
280PCM Encore, LLC$348K1
281Cresset Asset Management, LLC$345K1
282Ballentine Partners, LLC$337K1
283EP Wealth Advisors, LLC$336K1
284Caprock Group, LLC$331K1
285DAVENPORT & Co LLC$330K1
286Cranbrook Wealth Management, LLC$317K1
287GC Wealth Management RIA, LLC$308K1
288Gerald Baker Financial Group LLC$307K1
289OneDigital Investment Advisors LLC$306K1
290Ruggaard & Associates LLC$305K1
291ELEVATION POINT WEALTH PARTNERS, LLC$303K1
292NewEdge Wealth, LLC$302K1
293CIBC WORLD MARKET INC.$301K1
294New Republic Capital, LLC$297K1
295Vestmark Advisory Solutions, Inc.$291K1
296NORDEN GROUP LLC$289K1
297PURSUE WEALTH PARTNERS LLC$286K1
298PERSONAL CFO SOLUTIONS, LLC$285K1
299WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$284K1
300Perigon Wealth Management, LLC$281K1
301First Affirmative Financial Network$277K1
302Solutions 4 Wealth, Ltd$273K1
303LAZARD ASSET MANAGEMENT LLC$268K1
304STEPHENS INC /AR/$266K1
305Alvarez & Marsal Private Wealth Partners, LLC$265K1
306Perbak Capital Partners LLP$265K1
307Kathmere Capital Management, LLC$264K1
308San Luis Wealth Advisors LLC$261K1
309ASSETMARK, INC$258K1
310Kestra Advisory Services, LLC$256K1
311Magnetar Financial LLC$251K1
312NewEdge Advisors, LLC$249K1
313Dynamic Technology Lab Private Ltd$244K1
314Hardy Reed LLC$239K1
315Sowell Financial Services LLC$237K1
316ANCHYRA PARTNERS LLC$235K1
317Argyle Capital Partners, LLC$234K1
318Dakota Wealth Management$228K1
319GUGGENHEIM CAPITAL LLC$225K1
320COLDSTREAM CAPITAL MANAGEMENT INC$218K1
321SUSQUEHANNA INTERNATIONAL GROUP, LLP$217K1
322DIVERSIFY WEALTH MANAGEMENT, LLC$215K1
323QRG CAPITAL MANAGEMENT, INC.$204K1
324Pinnacle Wealth Planning Services, Inc.$204K1
325NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$196K1
326MATHER GROUP, LLC.$195K1
327Steward Partners Investment Advisory, LLC$167K1
328CWM, LLC$158K1
329Fideuram Asset Management (Ireland) dac$154K1
330Intesa Sanpaolo Wealth Management$146K1
331Federation des caisses Desjardins du Quebec$133K1
332MB, LEVIS & ASSOCIATES, LLC$119K1
333Wilmington Savings Fund Society, FSB$113K1
334Allworth Financial LP$111K1
335MidFirst Bank$110K1
336Cromwell Holdings LLC$105K1
337TFC Financial Management, Inc.$100K1
338SITTNER & NELSON, LLC$93.3K1
339Smartleaf Asset Management LLC$84.9K1
340Arax Advisory Partners$80.9K1
341Blue Trust, Inc.$78.5K1
342Groupe la Francaise$74.3K1
343Evelyn Partners Investment Management Services Ltd$65.4K1
344SALEM INVESTMENT COUNSELORS INC$60.9K1
345Security National Bank$60.3K1
346Owl Creek Wealth Partners LLC$56.8K1
347Hilltop National Bank$55.8K1
348TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$55.6K1
349DekaBank Deutsche Girozentrale$54.8K1
350Manchester Capital Management LLC$52.6K1
351Physician Wealth Advisors, Inc.$50.4K1
352Caitong International Asset Management Co., Ltd$43.4K1
353UMB Bank, n.a.$38.5K1
354Atlantic Union Bankshares Corp$35.6K1
355True Wealth Design, LLC$31.6K1
356Pacifica Partners Inc.$30.9K1
357Evelyn Partners Investment Management (Europe) Ltd$30.2K1
358BARRETT & COMPANY, INC.$26.4K1
359Grove Bank & Trust$25.9K1
360Clearstead Advisors, LLC$24.3K1
361Measured Wealth Private Client Group, LLC$22.9K1
362SJS Investment Consulting Inc.$21.6K1
363Larson Financial Group LLC$19.7K1
364Asset Dedication, LLC$19.1K1
365Annis Gardner Whiting Capital Advisors, LLC$19.0K1
366Prestige Wealth Management Group LLC$18.9K1
367Spire Wealth Management$18.9K1
368SYNTAX RESEARCH, INC.$18.8K1
369FEDERATED HERMES, INC.$14.5K1
370WealthCollab, LLC$14.4K1
371Addison Advisors LLC$14.2K1
372Destiny Wealth Partners, LLC$14.2K1
373First Pacific Financial$12.7K1
374ENTRUST FINANCIAL LLC$12.7K1
375Signature Equity Partners, LLC$12.2K1
376Key FInancial Inc$11.8K1
377CENTRAL TRUST Co$8.9K1
378AMICA MUTUAL INSURANCE CO$8.9K1
379Parkside Financial Bank & Trust$8.3K1
380Transamerica Financial Advisors, LLC$8.1K1
381Advocate Investing Services LLC$8.1K1
382Geneos Wealth Management Inc.$7.6K1
383Costello Asset Management, INC$7.5K1
384Avalon Trust Co$7.5K1
385FINANCIAL CONSULATE, INC$7.5K1
386Sachetta, LLC$7.3K1
387AMERIFLEX GROUP, INC.$7.1K1
388Banque Transatlantique SA$6.7K1
389CNB Bank$6.0K1
390LGT Financial Advisors LLC$6.0K1
391HFM Investment Advisors, LLC$5.3K1
392MONTAG A & ASSOCIATES INC$5.0K1
393ALBION FINANCIAL GROUP /UT$4.7K1
394Atlantic Edge Private Wealth Management, LLC$4.5K1
395Bangor Savings Bank$4.3K1
396CBIZ Investment Advisory Services, LLC$4.1K1
397SHP Wealth Management$3.8K1
398MASECO LLP$3.6K1
399Harbor Asset Planning, Inc.$3.4K1
400Financial Perspectives, Inc$3.3K1
401ARMSTRONG ADVISORY GROUP, INC$3.2K1
402TD Capital Management LLC$3.2K1
403JFS WEALTH ADVISORS, LLC$3.2K1
404HighMark Wealth Management LLC$3.0K1
405American Capital Advisory, LLC$3.0K1
406Bell Investment Advisors, Inc$2.6K1
407Granite FO LLC$2.3K1
408Meramec Financial Planners, LLC$2.3K1
409Coastline Trust Co$1.9K1
410Pacific Center for Financial Services$1.8K1
411CVA Family Office, LLC$1.8K1
412Evelyn Partners Asset Management Ltd$1.5K1
413WEBSTER BANK, N. A.$1.5K1
414JNBA Financial Advisors$1.5K1
415Vermillion Wealth Management, Inc.$1.5K1
416Center for Financial Planning, Inc.$1.5K1
417Caldwell Trust Co$1.5K1
418Hamrick Investment Counsel, llc$1.5K1
4193 FACTOR INDEXING, LLC$1.5K1
420HRT FINANCIAL LP$1.3K1
421NATURAL INVESTMENTS, LLC$1.3K1
422Sunrise Financial Services, LLC$1.3K1
423Burk Holdings LLC$1.2K1
424Glass Jacobson Investment Advisors llc$1.1K1
425Walleye Capital LLC$1.1K1
426INGALLS & SNYDER LLC$1.1K1
427BROWN, LISLE/CUMMINGS, INC.$9801
428Crewe Advisors LLC$8291
429Legacy Wealth Managment, LLC/ID$8291
430WPG Advisers, LLC$8291
431DecisionPoint Financial, LLC$7541
432ACADIAN ASSET MANAGEMENT LLC$6641
433PARK AVENUE SECURITIES LLC$6241
434Purpose Unlimited Inc.$6031
435Cambridge Investment Research Advisors, Inc.$5831
436THRIVENT FINANCIAL FOR LUTHERANS$5461
437Stone House Investment Management, LLC$5271
438DELTA ASSET MANAGEMENT LLC/TN$4521
439Cassaday & Co Wealth Management LLC$3771
440Capital Analysts, LLC$3091
441VISION FINANCIAL MARKETS LLC$3021
442Elevated Capital Advisors, LLC$3011
443Intentional Wealth Strategies, LLC$3011
444GSA CAPITAL PARTNERS LLP$2951
445Abound Wealth Management$2271
446Centerpoint Advisors, LLC$601
447VALLEY NATIONAL ADVISERS INC$121
448Smithfield Trust Co$71
449HAZLETT, BURT & WATSON, INC.$21
450Penserra Capital Management LLC$21
451Strategic Wealth Advisors LLC$21
452NOMURA ASSET MANAGEMENT CO LTD$01
453Activest Wealth Management$01
454VANGUARD GROUP INC$01
455GLENMEDE TRUST CO NA$01
456ALTFEST L J & CO INC$01
457HARBOUR INVESTMENTS, INC.$01
458HSBC HOLDINGS PLC$01
459M.D. Sass, LLC$01
460HM PAYSON & CO$01
461PARNASSUS INVESTMENTS, LLC$01
462KINGDON CAPITAL MANAGEMENT, L.L.C.$01
463ARVEST INVESTMENTS, INC.$01
464CYPRESS ASSET MANAGEMENT INC/TX$01
465BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$01
466Hilltop Holdings Inc.$01
467SUMMITRY LLC$01
468CIBC Private Wealth Group LLC$01
469HighVista Strategies LLC$01
470NORGES BANK$01
471Keel Point, LLC$01
472PEAK6 LLC$01
473Capital Research Global Investors$01
474GAM Holding AG$01
475Verition Fund Management LLC$01
476TWO SIGMA ADVISERS, LP$01
477New Vernon Capital Holdings II LLC$01
478Leonteq Securities AG$01
479LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$01
480Litman Gregory Wealth Management LLC$01
481Mirae Asset Global Investments Co., Ltd.$01
482Lighthouse Investment Partners, LLC$01
483ARMISTICE CAPITAL, LLC$01
484FORSTA AP-FONDEN$01
485MARK SHEPTOFF FINANCIAL PLANNING, LLC$01
486Quadrature Capital Ltd$01
487Cedar Wealth Management, LLC$01
488Centiva Capital, LP$01
489AlphaCore Capital LLC$01
490Garner Asset Management Corp$01
491DV Trading LLC$01
492One Wealth Advisors, LLC$01
493Lester Murray Antman dba SimplyRich$01
494MGO ONE SEVEN LLC$01
495Global Retirement Partners, LLC$01
496Laurel Wealth Advisors LLC$01
497Qsemble Capital Management, LP$01
498DAGCO, INC.$01
499Advisor OS, LLC$01
500Qtron Investments LLC$01
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)1 buy / 2 sell
Congress net ($ bound)−$29.0K to $13.0K
Filers net (actions)not in build
Filers net ($ 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 ALC

RETAINED WINDOW · ACTIVE HITS
Signal hits naming ALC
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2 hits

Every rule, with its definition →

Planned modules for ALC · financials and macro

Financials — as filed PLANNED

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