Public record / Tickers / ALGN

ALGN — ALIGN TECHNOLOGY INC

Both disclosure regimes on one name: who in Congress filed about ALGN, 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
40
all PTR rows naming ALGN
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
10-22
filed 2025-10-22
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

Sale · traded 2020-11-18 → filed 2020-12-03. Ranked over every ALGN row by the provable lower bound, never a point estimate.

No member disclosed ALGN 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.

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

5 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. 5 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING ALGN · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ALGN
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-22Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 09-11 +41d$1K–$15K
2025-09-12Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 08-04 +39d$1K–$15K
2025-05-08Robert P. Bresnahan, Jr. R–PA-8SaleTraded 04-08 +30d$1K–$15K
2025-03-27Robert P. Bresnahan, Jr. R–PA-8PurchaseTraded 02-25 +30d$1K–$15K
2025-03-06Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 02-26 +8d$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 40 ↗

Members active in ALGN

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

No member disclosed ALGN in the trailing 12 months.

Congress ↔ notable managers · ALGN

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 $29.0M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · ALIGN TECHNOLOGY INC

Merged timeline of congressional filings and notable-manager moves on ALGN
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+37,444 sh
2026-05-15Ruane Cunniff & Goldfarb 13Ftrim−15,999 sh
2026-05-15Bridgewater Associates 13Ftrim−16,071 sh
2026-05-15Moore Capital Management 13Fexit−24,151 sh
2026-05-14Caxton Associates 13Ftrim−133,639 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 ALGN for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1VANGUARD CAPITAL MANAGEMENT LLC$752M1
2BlackRock, Inc.$735M1
3Capital World Investors$698M1
4Capital International Investors$653M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$540M1
6FMR LLC$463M1
7STATE STREET CORP$431M1
8GEODE CAPITAL MANAGEMENT, LLC$306M1
9UBS Group AG$241M1
10Invesco Ltd.$225M1
11Ruane, Cunniff & Goldfarb L.P.$207M1
12ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$181M1
13JACOBS LEVY EQUITY MANAGEMENT, INC$177M1
14MORGAN STANLEY$174M1
15Assenagon Asset Management S.A.$170M1
16DIMENSIONAL FUND ADVISORS LP$167M1
17AQR CAPITAL MANAGEMENT LLC$150M1
18Senvest Management, LLC$129M1
19CITADEL ADVISORS LLC$125M1
20BARCLAYS PLC$120M1
21Swedbank AB$118M1
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC$110M1
23UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$107M1
24MACKENZIE FINANCIAL CORP$99.6M1
25NORTHERN TRUST CORP$97.6M1
26FEDERATED HERMES, INC.$84.6M1
27BANK OF AMERICA CORP /DE/$82.7M1
28JENNISON ASSOCIATES LLC$77.7M1
29BROWN ADVISORY INC$74.4M1
30Bank of New York Mellon Corp$68.5M1
31DAVENPORT & Co LLC$68.0M1
32NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$64.7M1
33VANGUARD FIDUCIARY TRUST CO$64.6M1
34NORDEA INVESTMENT MANAGEMENT AB$64.5M1
35Amundi$61.5M1
36WELLS FARGO & COMPANY/MN$56.2M1
37VOYA INVESTMENT MANAGEMENT LLC$52.8M1
38Resona Asset Management Co.,Ltd.$50.0M1
39KEYBANK NATIONAL ASSOCIATION/OH$48.2M1
40MANUFACTURERS LIFE INSURANCE COMPANY, THE$47.0M1
41FACTORY MUTUAL INSURANCE CO$39.2M1
42DEUTSCHE BANK AG\$38.8M1
43Carmignac Gestion$38.5M1
44Artisan Partners Limited Partnership$37.2M1
45ALLIANCEBERNSTEIN L.P.$36.3M1
46Clark Capital Management Group, Inc.$35.9M1
47RAYMOND JAMES FINANCIAL INC$35.0M1
48NATIONAL BANK OF CANADA /FI/$34.4M1
49FRONTIER CAPITAL MANAGEMENT CO LLC$33.7M1
50OSSIAM$32.4M1
51ING GROEP NV$32.1M1
52ExodusPoint Capital Management, LP$29.1M1
53Gotham Asset Management, LLC$29.0M1
54Allianz Asset Management GmbH$28.5M1
55ARMISTICE CAPITAL, LLC$27.1M1
56Freestone Grove Partners LP$26.2M1
57BANK OF MONTREAL /CAN/$25.8M1
58ENVESTNET ASSET MANAGEMENT INC$25.1M1
59HSBC HOLDINGS PLC$24.8M1
60Vanguard Global Advisers, LLC$24.7M1
61Nuveen, LLC$24.0M1
62Bellevue Group AG$23.9M1
63Swiss National Bank$23.1M1
64ADAGE CAPITAL PARTNERS GP, L.L.C.$22.3M1
65RHUMBLINE ADVISERS$22.0M1
66COUNTRY TRUST BANK$22.0M1
67Legal & General Group Plc$21.7M1
68CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$21.6M1
69Universal- Beteiligungs- und Servicegesellschaft mbH$21.5M1
70CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$20.7M1
71CITIGROUP INC$19.8M1
72Baird Financial Group, Inc.$19.8M1
73Capital International Sarl$19.7M1
74MILLENNIUM MANAGEMENT LLC$19.6M1
75Quantinno Capital Management LP$19.3M1
76Vident Advisory, LLC$18.9M1
77Distillate Capital Partners LLC$18.8M1
78Simplify Asset Management Inc.$18.3M1
79Engineers Gate Manager LP$18.3M1
80CWM, LLC$17.7M1
81MASSACHUSETTS FINANCIAL SERVICES CO /MA/$17.7M1
82MACQUARIE GROUP LTD$17.5M1
83SUSQUEHANNA INTERNATIONAL GROUP, LLP$17.3M1
84ROYAL BANK OF CANADA$16.7M1
85INVESTMENT HOUSE LLC$14.1M1
86DRIEHAUS CAPITAL MANAGEMENT LLC$14.1M1
87Woodline Partners LP$14.0M1
88Mitsubishi UFJ Asset Management Co., Ltd.$13.8M1
89FIL Ltd$13.6M1
90STIFEL FINANCIAL CORP$12.9M1
91PRINCIPAL FINANCIAL GROUP INC$12.7M1
92AMERICAN CENTURY COMPANIES INC$12.3M1
93FIRST TRUST ADVISORS LP$12.3M1
94WELLINGTON MANAGEMENT GROUP LLP$12.3M1
95Defilade Capital Management, L.P.$11.5M1
96D. E. Shaw & Co., Inc.$11.5M1
97CAMBIAR INVESTORS LLC$11.4M1
98IEQ CAPITAL, LLC$11.3M1
99STATE OF WISCONSIN INVESTMENT BOARD$11.1M1
100Applied Fundamental Research, LLC$10.5M1
101VANGUARD ASSET MANAGEMENT, Ltd$10.4M1
102STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$10.3M1
103Clarkston Capital Partners, LLC$10.3M1
104MUFG Securities EMEA plc$10.2M1
105CAPITAL INTERNATIONAL LTD /CA/$10.1M1
106LPL Financial LLC$10.1M1
107SEI INVESTMENTS CO$10.0M1
108Creative Planning$9.8M1
109Capital International, Inc./CA/$9.7M1
110Taikang Asset Management (Hong Kong) Co Ltd$9.4M1
111Boston Partners$9.1M1
112OFI INVEST ASSET MANAGEMENT$9.0M1
113AMERIPRISE FINANCIAL INC$8.9M1
114PUBLIC SECTOR PENSION INVESTMENT BOARD$8.5M1
115Cerity Partners LLC$8.5M1
116Illinois Municipal Retirement Fund$8.3M1
117Candriam S.C.A.$8.3M1
118RIVERBRIDGE PARTNERS LLC$8.2M1
119National Philanthropic Trust$8.2M1
120Capricorn Fund Managers Ltd$8.1M1
121SG Capital Management LLC$7.6M1
122NOMURA HOLDINGS INC$7.5M1
123TWO SIGMA INVESTMENTS, LP$7.5M1
124Palo Alto Investors LP$7.1M1
125Militia Capital Management LLC$7.1M1
126NEW YORK STATE COMMON RETIREMENT FUND$6.1M1
127GRIMES & Co WEALTH MANAGEMENT, LLC$5.8M1
128Park State Asset Management$5.7M1
129Chevy Chase Trust Holdings, LLC$5.6M1
130PRUDENTIAL FINANCIAL INC$5.5M1
131Janus Henderson Group Ltd.$5.3M1
132APG Asset Management N.V.$5.2M1
133CANADA PENSION PLAN INVESTMENT BOARD$4.5M1
134DDD Partners, LLC$4.5M1
135WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.4M1
136Zurcher Kantonalbank (Zurich Cantonalbank)$4.4M1
137CIBC Bancorp USA Inc.$4.3M1
138State of New Jersey Common Pension Fund D$4.1M1
139PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$4.0M1
140FIFTH THIRD BANCORP$3.8M1
141Y-Intercept (Hong Kong) Ltd$3.7M1
142Parkman Healthcare Partners LLC$3.6M1
143Robeco Institutional Asset Management B.V.$3.5M1
144Mariner, LLC$3.4M1
145VELA Investment Management, LLC$3.4M1
146EFG International AG$3.3M1
147Arizona State Retirement System$3.2M1
148Alphadyne Asset Management LP$3.1M1
149LAZARD ASSET MANAGEMENT LLC$3.1M1
150Czech National Bank$3.1M1
151Corient Private Wealth LLC$3.0M1
152STATE OF MICHIGAN RETIREMENT SYSTEM$3.0M1
153Vanguard Investments Australia, Ltd.$3.0M1
154Cetera Investment Advisers$2.9M1
155Asset Management One Co., Ltd.$2.9M1
156Vestmark Advisory Solutions, Inc.$2.9M1
157TRUIST FINANCIAL CORP$2.9M1
158SIMPLEX TRADING, LLC$2.9M1
159UNITED CAPITAL FINANCIAL ADVISORS, LLC$2.8M1
160Federation des caisses Desjardins du Quebec$2.7M1
161GROUP ONE TRADING LLC$2.7M1
162MetLife Investment Management, LLC$2.7M1
163COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.7M1
164BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2.7M1
165US BANCORP \DE\$2.6M1
166Skylands Capital, LLC$2.6M1
167Pictet Asset Management Holding SA$2.6M1
168CIBC Asset Management Inc$2.6M1
169KLP KAPITALFORVALTNING AS$2.6M1
170Tidal Investments LLC$2.6M1
171DAFNA Capital Management LLC$2.6M1
172VICTORY CAPITAL MANAGEMENT INC$2.5M1
173Modera Wealth Management, LLC$2.5M1
174Retirement Systems of Alabama$2.4M1
175Trexquant Investment LP$2.4M1
176TD ASSET MANAGEMENT INC$2.4M1
177MERCER GLOBAL ADVISORS INC /ADV$2.3M1
178Mirae Asset Global Investments Co., Ltd.$2.3M1
179Focus Partners Wealth$2.3M1
180Capital Group Investment Management Pte. Ltd.$2.2M1
181Verition Fund Management LLC$2.2M1
182Morningstar Investment Management LLC$2.2M1
183IMC-Chicago, LLC$2.2M1
184AIA Group Ltd$2.1M1
185Marex Group Ltd$2.1M1
186K.J. Harrison & Partners Inc$2.1M1
187NewEdge Wealth, LLC$2.1M1
188NISA INVESTMENT ADVISORS, LLC$2.0M1
189FULLER & THALER ASSET MANAGEMENT, INC.$2.0M1
190TEACHER RETIREMENT SYSTEM OF TEXAS$1.9M1
191SCHRODER INVESTMENT MANAGEMENT GROUP$1.9M1
192TORONTO DOMINION BANK$1.9M1
193Utah Retirement Systems$1.9M1
194SIG BROKERAGE, LP$1.9M1
195CREDIT AGRICOLE S A$1.9M1
196Hershey Financial Advisers, LLC$1.8M1
197Unison Advisors LLC$1.8M1
198HUSSMAN STRATEGIC ADVISORS, INC.$1.8M1
199ProShare Advisors LLC$1.8M1
200Richard W. Paul & Associates, LLC$1.8M1
201Bridgewater Associates, LP$1.7M1
202UniSuper Management Pty Ltd$1.7M1
203LECAP ASSET MANAGEMENT LTD$1.7M1
204Daiwa Securities Group Inc.$1.7M1
205SummitTX Capital, L.P.$1.6M1
206Maridea Wealth Management LLC$1.6M1
207NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.6M1
208NEOS Investment Management LLC$1.6M1
209BLAIR WILLIAM & CO/IL$1.6M1
210Inspire Investing, LLC$1.5M1
211Summit Trail Advisors, LLC$1.5M1
212YOUSIF CAPITAL MANAGEMENT, LLC$1.5M1
213&PARTNERS$1.5M1
214OPPENHEIMER ASSET MANAGEMENT INC.$1.5M1
215SBI Okasan Asset Management Co.Ltd.$1.4M1
216Atria Investments, Inc$1.4M1
217MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.4M1
218GUGGENHEIM CAPITAL LLC$1.4M1
219Merit Financial Group, LLC$1.4M1
220Swiss Life Asset Management Ltd$1.4M1
221HB Wealth Management, LLC$1.3M1
222Vanguard Personalized Indexing Management, LLC$1.3M1
223WORLDQUANT MILLENNIUM ADVISORS LLC$1.3M1
224OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.3M1
225XPONANCE LLC$1.3M1
226HighTower Advisors, LLC$1.3M1
227Rhenman & Partners Asset Management AB$1.3M1
228Sequoia Financial Advisors, LLC$1.3M1
229HANCOCK WHITNEY CORP$1.3M1
230ALPS ADVISORS INC$1.2M1
231Pallas Capital Advisors LLC$1.2M1
232MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.2M1
233Aberdeen Group plc$1.2M1
234Grant Private Wealth Management Inc$1.2M1
235FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$1.1M1
236Rockefeller Capital Management L.P.$1.1M1
237Allspring Global Investments Holdings, LLC$1.1M1
238Rafferty Asset Management, LLC$1.1M1
239Willis Investment Counsel$1.1M1
240Ensign Peak Advisors, Inc$1.1M1
241Twin Tree Management, LP$1.1M1
242Empowered Funds, LLC$1.1M1
243J. Safra Sarasin Holding AG$1.1M1
244M&T BANK CORP$1.1M1
245Pathstone Holdings, LLC$1.0M1
246Atlantic Union Bankshares Corp$982K1
247MML INVESTORS SERVICES, LLC$962K1
248Impact Partnership Wealth, LLC$949K1
249CIBC WORLD MARKET INC.$924K1
250Sumitomo Mitsui Trust Group, Inc.$923K1
251Bank Pictet & Cie (Europe) AG$923K1
252Man Group plc$922K1
253OSAIC HOLDINGS, INC.$907K1
254CAXTON ASSOCIATES LLP$904K1
255Systematic Alpha Investments, LLC$903K1
256Focus Partners Advisor Solutions, LLC$894K1
257Leonteq Securities AG$866K1
258Brooklyn Investment Group$795K1
259VARCOV Co.$795K1
260EXCHANGE TRADED CONCEPTS, LLC$787K1
261EVOLVE PRIVATE WEALTH, LLC$736K1
262INCEPTIONR LLC$727K1
263COMMONWEALTH EQUITY SERVICES, LLC$721K1
264HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$718K1
265PRINCIPAL SECURITIES, INC.$712K1
266M.E. ALLISON & CO., INC.$712K1
267Bull Harbor Capital LLC$710K1
268MIZUHO SECURITIES USA LLC$692K1
269Walleye Trading LLC$691K1
270Norinchukin Bank, The$690K1
271Quinn Opportunity Partners LLC$686K1
272FLAGSHIP HARBOR ADVISORS, LLC$683K1
273Oak Thistle LLC$671K1
274Inspire Advisors, LLC$662K1
275Edgestream Partners, L.P.$661K1
276HARTFORD INVESTMENT MANAGEMENT CO$657K1
277Caprock Group, LLC$657K1
278Stonehage Fleming Financial Services Holdings Ltd$646K1
279TEMA ETFS LLC$639K1
280TD Waterhouse Canada Inc.$602K1
281Maryland State Retirement & Pension System$601K1
282Chicago Partners Investment Group LLC$592K1
283O'SHAUGHNESSY ASSET MANAGEMENT, LLC$592K1
284DnB Asset Management AS$589K1
285Krilogy Financial LLC$583K1
286FRANKLIN RESOURCES INC$580K1
287B. Metzler seel. Sohn & Co. AG$579K1
288Lotus Technology Management, LP$577K1
289D.A. DAVIDSON & CO.$576K1
290Allworth Financial LP$564K1
291BNP Paribas Asset Management Holding S.A.$557K1
292Crossmark Global Holdings, Inc.$548K1
293Parrish Capital LLC$546K1
294JANE STREET GROUP, LLC$545K1
295Gibbs Wealth Management$536K1
296QUADRANT CAPITAL GROUP LLC$531K1
297OMERS ADMINISTRATION Corp$521K1
298NorthCrest Asset Manangement, LLC$518K1
299GLENMEDE TRUST CO NA$498K1
300AE Wealth Management LLC$498K1
301SYSTEMATIC FINANCIAL MANAGEMENT LP$476K1
302BEACON INVESTMENT ADVISORY SERVICES, INC.$461K1
303VEGA INVESTMENT SOLUTIONS$460K1
304NewEdge Advisors, LLC$458K1
305BALYASNY ASSET MANAGEMENT L.P.$446K1
306COLDSTREAM CAPITAL MANAGEMENT INC$443K1
307BANK OF NOVA SCOTIA$442K1
308Empirical Finance, LLC$428K1
309NATIXIS$423K1
310PAX Financial Group, LLC$420K1
311Argos Wealth Advisors, LLC$408K1
312OPPENHEIMER & CO INC$407K1
313LGT Group Foundation$404K1
314Neo Ivy Capital Management$399K1
315Sterling Capital Management LLC$386K1
316NOMURA ASSET MANAGEMENT CO LTD$380K1
317ISTHMUS PARTNERS, LLC$370K1
318Sigma Planning Corp$367K1
319NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$366K1
320STEPHENS INC /AR/$360K1
321Sumitomo Mitsui DS Asset Management Company, Ltd$356K1
322Virtus Family Office LLC$356K1
323Kingsview Wealth Management, LLC$355K1
324Wealthfront Advisers LLC$353K1
325Compound Planning, Inc.$346K1
326E Fund Management Co., Ltd.$345K1
327North Dakota State Investment Board$344K1
328LBMC INVESTMENT ADVISORS, LLC$343K1
329PATTON FUND MANAGEMENT, INC.$340K1
330Impact Capital Partners LLC$338K1
331Linden Thomas Advisory Services, LLC$335K1
332Fortis Group Advisors, LLC$332K1
333Apollon Wealth Management, LLC$332K1
334Procyon Advisors, LLC$330K1
335ELEVATION POINT WEALTH PARTNERS, LLC$327K1
336STOREBRAND ASSET MANAGEMENT AS$318K1
337MUFG SECURITIES AMERICAS INC.$316K1
338UMB Bank, n.a.$316K1
339SECURIAN ASSET MANAGEMENT, INC$314K1
340SilverOak Wealth Management LLC$310K1
341Squarepoint Ops LLC$304K1
342iSAM Funds (UK) Ltd$304K1
343DRW Securities, LLC$303K1
344Provident Investment Management, Inc.$298K1
345Envestnet Portfolio Solutions, Inc.$297K1
346MOODY NATIONAL BANK TRUST DIVISION$293K1
347QRG CAPITAL MANAGEMENT, INC.$290K1
348Net Worth Advisory Group$289K1
349Blueshift Asset Management, LLC$287K1
350NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$286K1
351Ameritas Advisory Services, LLC$286K1
352JACKSON THORNTON WEALTH MANAGEMENT, LLC$281K1
353SUMMIT WEALTH GROUP LLC / CO$281K1
354Fieldview Capital Management, LLC$280K1
355EP Wealth Advisors, LLC$279K1
356AVIVA PLC$278K1
357State of Wyoming$276K1
358Waverly Advisors, LLC$274K1
359Summit Financial, LLC$274K1
360Parcion Private Wealth LLC$274K1
361waypoint wealth counsel$269K1
362Private Wealth Partners, LLC$267K1
363PINNACLE ASSOCIATES LTD$257K1
364Pinnacle Wealth Management Advisory Group, LLC$257K1
365Avondale Wealth Management$257K1
366LVW Advisors, LLC$252K1
367Frec Markets, Inc.$250K1
368NORDEN GROUP LLC$248K1
369TICINO WEALTH$247K1
370INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$246K1
371Wedmont Private Capital$242K1
372MASTERINVEST Kapitalanlage GmbH$241K1
373Capital Investment Advisors, LLC$240K1
374HOWLAND CAPITAL MANAGEMENT LLC$239K1
375EVERGREEN CAPITAL MANAGEMENT LLC$238K1
376Gateway Wealth Partners, LLC$236K1
377Arax Advisory Partners$236K1
378WEALTH ALLIANCE, LLC$234K1
379AlphaCore Capital LLC$233K1
380GREENLEAF TRUST$231K1
381Jain Global LLC$230K1
382COMMERCE BANK$228K1
383GATEWAY INVESTMENT ADVISERS LLC$227K1
384CHOREO, LLC$222K1
385Clearstead Advisors, LLC$219K1
386Tower Research Capital LLC (TRC)$219K1
387Metis Global Partners, LLC$219K1
388Caerus Investment Advisors, LLC$216K1
389WADDELL & ASSOCIATES, LLC$210K1
390Orion Porfolio Solutions, LLC$209K1
391Evanson Asset Management, LLC$206K1
392Rothschild Wealth LLC$201K1
393DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$176K1
394Lido Advisors, LLC$176K1
395SIGNATUREFD, LLC$158K1
396Corient IA LLC$153K1
397Smartleaf Asset Management LLC$151K1
398Navera Investment Management Ltd.$146K1
399Parkside Financial Bank & Trust$142K1
400DARA CAPITAL US, INC.$138K1
401Knuff & Co LLC$129K1
402Generali Investments Towarzystwo Funduszy Inwestycyjnych$120K1
403OP Asset Management Ltd$119K1
404MATHER GROUP, LLC.$116K1
405SBI Securities Co., Ltd.$116K1
406Ameritas Investment Partners, Inc.$103K1
407JCIC Asset Management Inc.$97.4K1
408LSV ASSET MANAGEMENT$96.9K1
409Aster Capital Management (DIFC) Ltd$92.3K1
410CVA Family Office, LLC$91.9K1
411SUMITOMO MITSUI FINANCIAL GROUP, INC.$68.6K1
412True Wealth Design, LLC$67.9K1
413PEAK6 LLC$63.3K1
414Walleye Capital LLC$62.9K1
415Plato Investment Management Ltd$52.5K1
416Trifecta Capital Advisors, LLC$47.1K1
417DHJJ Financial Advisors, Ltd.$46.5K1
418Deseret Mutual Benefit Administrators$43.4K1
419ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$43.0K1
420NFSG Corp$42.9K1
421CENTRAL TRUST Co$42.0K1
422Steward Partners Investment Advisory, LLC$41.5K1
423MAI Capital Management$38.7K1
424MCF Advisors LLC$37.0K1
425OSTERWEIS CAPITAL MANAGEMENT INC$36.2K1
426Pinnacle Bancorp, Inc.$35.0K1
427CYBER HORNET ETFs LLC$31.4K1
428Independence Bank of Kentucky$30.9K1
429Larson Financial Group LLC$30.0K1
430ASSETMARK, INC$29.3K1
431Vanguard National Trust Co$27.8K1
432Blue Trust, Inc.$27.1K1
433PRIVATE TRUST CO NA$26.7K1
434Grove Bank & Trust$25.9K1
435Kemnay Advisory Services Inc.$24.5K1
436Destiny Wealth Partners, LLC$23.8K1
437Quarry LP$23.7K1
438Annis Gardner Whiting Capital Advisors, LLC$23.3K1
439Activest Wealth Management$20.2K1
440Generali Asset Management SPA SGR$17.7K1
441NBT BANK, N.A.$17.1K1
442Wilmington Savings Fund Society, FSB$17.1K1
443Orion Capital Management LLC$17.1K1
444Board of the Pension Protection Fund$17.1K1
445Sapience Investments, LLC$15.9K1
446Cromwell Holdings LLC$15.6K1
447Owl Creek Wealth Partners LLC$14.9K1
448Eurizon Capital SGR S.p.A.$14.9K1
449DUNCKER STREETT & CO INC$14.7K1
450C WorldWide Group Holding A/S$14.3K1
451SJS Investment Consulting Inc.$12.3K1
452Geneos Wealth Management Inc.$12.2K1
453VAN ECK ASSOCIATES CORP$12.1K1
454Transamerica Financial Advisors, LLC$12.0K1
455Manchester Capital Management LLC$11.8K1
456Abound Wealth Management$10.5K1
457WORMSER FRERES GESTION$10.3K1
458ENTRUST FINANCIAL LLC$10.1K1
459MEEDER ASSET MANAGEMENT INC$10.1K1
460NEW YORK STATE TEACHERS RETIREMENT SYSTEM$9.7K1
461Global X Japan Co., Ltd.$9.4K1
462EDMOND DE ROTHSCHILD HOLDING S.A.$8.9K1
463DANSKE BANK A/S$8.6K1
464FARMERS & MERCHANTS INVESTMENTS INC$8.2K1
465Private Wealth Management Group, LLC$8.1K1
466ALGERT GLOBAL LLC$8.0K1
467North Growth Management Ltd.$7.9K1
468WealthCollab, LLC$7.5K1
469Hunter Perkins Capital Management, LLC$7.5K1
470BARTLETT & CO. WEALTH MANAGEMENT LLC$6.9K1
471TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$6.9K1
472Burk Holdings LLC$6.7K1
473MV CAPITAL MANAGEMENT, INC.$6.3K1
474Keating Financial Advisory Services, Inc.$6.2K1
475DT Investment Partners, LLC$5.8K1
476Spire Wealth Management$5.5K1
477Pinnacle Wealth Planning Services, Inc.$5.2K1
478Meramec Financial Planners, LLC$5.2K1
479WPG Advisers, LLC$5.1K1
480Banque Transatlantique SA$5.0K1
481Sachetta, LLC$5.0K1
482Treasurer of the State of North Carolina$4.9K1
483Physician Wealth Advisors, Inc.$4.8K1
484Kilter Group LLC$4.8K1
485Murphy & Mullick Capital Management Corp$4.8K1
486Signature Equity Partners, LLC$4.8K1
487BARRETT & COMPANY, INC.$4.5K1
488BROWN, LISLE/CUMMINGS, INC.$4.1K1
489ACADIAN ASSET MANAGEMENT LLC$3.9K1
490Prestige Wealth Management Group LLC$3.6K1
491ELEVATION WEALTH PARTNERS, LLC$3.6K1
492CANADA LIFE ASSURANCE Co$3.6K1
493Financial Network Wealth Advisors LLC$3.4K1
494State of Alaska, Department of Revenue$3.4K1
495ALLIANZ SE$3.1K1
496Bell Investment Advisors, Inc$3.1K1
497Anfield Capital Management, LLC$2.9K1
498Investors Research Corp$2.9K1
499THRIVENT FINANCIAL FOR LUTHERANS$2.8K1
500JFS WEALTH ADVISORS, LLC$2.7K1
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 ALGN

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for ALGN · financials and macro

Financials — as filed PLANNED

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