Public record / Tickers / ALLE

ALLE — Allegion plc

Both disclosure regimes on one name: who in Congress filed about ALLE, 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
14
all PTR rows naming ALLE
Members · 12m
1
1 buys · 2 sells · by trade date
Latest PTR
11-21
filed 2025-11-21
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

Lisa C. McClain · $1.0K–$15.0K

Sale · traded 2025-10-31 → filed 2025-11-21. Ranked over every ALLE row by the provable lower bound, never a point estimate.

1 member · 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.

6 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

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 ALLE · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ALLE
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2024-09-02John James R–MI-10PurchaseTraded 2023-11-10 LATE·297d$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 14 ↗

Members active in ALLE

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing ALLE 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.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2

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

Congress ↔ notable managers · ALLE

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 · ALLEGION PLC

Merged timeline of congressional filings and notable-manager moves on ALLE
DateWhoChangeSize
2026-05-15Tudor Investment Corp 13Fadd+193,745 sh
2026-05-15Gotham Asset Management 13Fadd+76,460 sh
2026-05-15Bridgewater Associates 13Ftrim−67,083 sh
2026-05-15Berkshire Hathaway 13Fexit−780,133 sh

4 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 ALLE for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$962M1
2VANGUARD CAPITAL MANAGEMENT LLC$814M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$667M1
4Boston Partners$646M1
5STATE STREET CORP$621M1
6GEODE CAPITAL MANAGEMENT, LLC$404M1
7MASSACHUSETTS FINANCIAL SERVICES CO /MA/$371M1
8Invesco Ltd.$284M1
9BROWN ADVISORY INC$282M1
10DEUTSCHE BANK AG\$192M1
11MORGAN STANLEY$184M1
12NORDEA INVESTMENT MANAGEMENT AB$181M1
13NORTHERN TRUST CORP$164M1
14Vontobel Holding Ltd.$164M1
15FRANKLIN RESOURCES INC$140M1
16DIMENSIONAL FUND ADVISORS LP$124M1
17HAWK RIDGE CAPITAL MANAGEMENT LP$117M1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$112M1
19AQR CAPITAL MANAGEMENT LLC$111M1
20UBS Group AG$108M1
21FMR LLC$99.5M1
22WELLS FARGO & COMPANY/MN$98.3M1
23BNP Paribas Asset Management Holding S.A.$90.1M1
24UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$88.3M1
25MANUFACTURERS LIFE INSURANCE COMPANY, THE$87.1M1
26Robeco Institutional Asset Management B.V.$83.9M1
27BANK OF AMERICA CORP /DE/$78.8M1
28Amundi$78.7M1
29PANAGORA ASSET MANAGEMENT INC$77.3M1
30RAYMOND JAMES FINANCIAL INC$74.7M1
31FIL Ltd$72.5M1
32IFM Investors Pty Ltd$71.2M1
33VANGUARD FIDUCIARY TRUST CO$70.3M1
34Legal & General Group Plc$67.0M1
35ENVESTNET ASSET MANAGEMENT INC$62.9M1
36Nuveen, LLC$58.1M1
37TUDOR INVESTMENT CORP ET AL$57.2M1
38C Partners Holding GmbH$51.2M1
39Jefferies Financial Group Inc.$48.7M1
40Eurizon Capital SGR S.p.A.$47.7M1
41ROYAL BANK OF CANADA$46.2M1
42CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$45.8M1
43Squarepoint Ops LLC$40.7M1
44TEACHER RETIREMENT SYSTEM OF TEXAS$39.2M1
45ALLIANCEBERNSTEIN L.P.$38.8M1
46Sone Capital Management, LLC$38.7M1
47Man Group plc$36.9M1
48Swiss National Bank$36.7M1
49FIFTHDELTA Ltd$36.6M1
50FIRST TRUST ADVISORS LP$35.6M1
51Gotham Asset Management, LLC$34.8M1
52Universal- Beteiligungs- und Servicegesellschaft mbH$32.8M1
53MILLENNIUM MANAGEMENT LLC$31.2M1
54HighTower Advisors, LLC$28.9M1
55Mitsubishi UFJ Asset Management Co., Ltd.$28.7M1
56Quantinno Capital Management LP$28.1M1
57VOLORIDGE INVESTMENT MANAGEMENT, LLC$27.5M1
58Vanguard Global Advisers, LLC$27.3M1
59BALYASNY ASSET MANAGEMENT L.P.$26.9M1
60HSBC HOLDINGS PLC$25.4M1
61Arbejdsmarkedets Tillaegspension$25.3M1
62CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$24.2M1
63Regents Gate Capital LLP$24.1M1
64VANGUARD ASSET MANAGEMENT, Ltd$22.6M1
65Triodos Investment Management BV$21.1M1
66Grantham, Mayo, Van Otterloo & Co. LLC$21.0M1
67CIBC Asset Management Inc$20.4M1
68ASSETMARK, INC$20.1M1
69Zurcher Kantonalbank (Zurich Cantonalbank)$19.6M1
70BANK OF MONTREAL /CAN/$19.1M1
71Allianz Asset Management GmbH$18.8M1
72STIFEL FINANCIAL CORP$18.8M1
73Susquehanna Portfolio Strategies, LLC$18.4M1
74CITIGROUP INC$17.2M1
75Pictet Asset Management Holding SA$16.9M1
76PRINCIPAL FINANCIAL GROUP INC$16.1M1
77RENAISSANCE TECHNOLOGIES LLC$15.9M1
78Distillate Capital Partners LLC$15.0M1
79Walleye Capital LLC$14.6M1
80SEI INVESTMENTS CO$14.4M1
81FEDERATED HERMES, INC.$13.9M1
82LPL Financial LLC$13.9M1
83FULLER & THALER ASSET MANAGEMENT, INC.$13.8M1
84Tidal Investments LLC$13.1M1
85WORLDQUANT MILLENNIUM ADVISORS LLC$13.0M1
86D. E. Shaw & Co., Inc.$12.7M1
87SCHRODER INVESTMENT MANAGEMENT GROUP$12.3M1
88Aberdeen Group plc$11.9M1
89AVIVA PLC$11.9M1
90Swedbank AB$11.4M1
91STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$11.2M1
92SCHWARTZ INVESTMENT COUNSEL INC$11.0M1
93DANSKE BANK A/S$10.9M1
94Advisors Capital Management, LLC$10.8M1
95NS Partners Ltd$10.4M1
96TRUIST FINANCIAL CORP$10.4M1
97CIBC Bancorp USA Inc.$9.8M1
98WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$9.3M1
99MEYER HANDELMAN CO$9.0M1
100AMERICAN CENTURY COMPANIES INC$8.4M1
101NEW YORK STATE COMMON RETIREMENT FUND$8.3M1
102MACKENZIE FINANCIAL CORP$8.0M1
103Calamos Advisors LLC$7.3M1
104STANSBERRY ASSET MANAGEMENT, LLC$7.2M1
105Korea Investment CORP$7.2M1
106NATIONAL BANK OF CANADA /FI/$7.2M1
107Ensign Peak Advisors, Inc$7.0M1
108CLIFFORD SWAN INVESTMENT COUNSEL LLC$6.9M1
109STATE OF WISCONSIN INVESTMENT BOARD$6.8M1
110Snowden Capital Advisors LLC$6.5M1
111Illinois Municipal Retirement Fund$6.5M1
112&PARTNERS$6.3M1
113Vanguard Investments Australia, Ltd.$6.3M1
114Chevy Chase Trust Holdings, LLC$6.2M1
115MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$6.2M1
116ROYAL LONDON ASSET MANAGEMENT LTD$6.2M1
117Regency Capital Management Inc.\DE$6.2M1
118KLP KAPITALFORVALTNING AS$6.1M1
119IEQ CAPITAL, LLC$6.0M1
120Asset Management One Co., Ltd.$5.3M1
121TRILLIUM ASSET MANAGEMENT, LLC$5.2M1
122Lighthouse Investment Partners, LLC$5.1M1
123PITTENGER & ANDERSON INC$5.1M1
124CANADA PENSION PLAN INVESTMENT BOARD$5.0M1
125Titan Investment Solutions Ltd$5.0M1
126AZZAD ASSET MANAGEMENT INC /ADV$5.0M1
127Beck Bode, LLC$4.9M1
128WELLINGTON MANAGEMENT GROUP LLP$4.9M1
129Vestmark Advisory Solutions, Inc.$4.8M1
130INSIGNEO ADVISORY SERVICES, LLC$4.8M1
131BANK OF NOVA SCOTIA$4.7M1
132Tredje AP-fonden$4.6M1
133MML INVESTORS SERVICES, LLC$4.6M1
134Cetera Investment Advisers$4.5M1
135NOMURA ASSET MANAGEMENT CO LTD$4.4M1
136NewEdge Wealth, LLC$4.3M1
137OSAIC HOLDINGS, INC.$4.3M1
138MEEDER ASSET MANAGEMENT INC$4.2M1
139GHP Investment Advisors, Inc.$4.1M1
140Cerity Partners LLC$4.1M1
141State of New Jersey Common Pension Fund D$4.0M1
142DnB Asset Management AS$4.0M1
143CREDIT AGRICOLE S A$4.0M1
144Lansforsakringar Fondforvaltning AB (publ)$4.0M1
145QRG CAPITAL MANAGEMENT, INC.$3.9M1
146Dakota Wealth Management$3.8M1
147SCOTIA CAPITAL INC.$3.8M1
148Mediolanum International Funds Ltd$3.7M1
149Elo Mutual Pension Insurance Co$3.7M1
150CITADEL ADVISORS LLC$3.6M1
151VOYA INVESTMENT MANAGEMENT LLC$3.6M1
152Old West Investment Management, LLC$3.6M1
153FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$3.6M1
154ING GROEP NV$3.6M1
155Lafayette Investments, Inc.$3.4M1
156FORA Capital, LLC$3.4M1
157Resona Asset Management Co.,Ltd.$3.4M1
158Czech National Bank$3.4M1
159Arizona State Retirement System$3.4M1
160TD ASSET MANAGEMENT INC$3.4M1
161Sierra Legacy Group$3.3M1
162First Nebraska Trust Co$3.3M1
163Atria Investments, Inc$3.3M1
164STATE OF MICHIGAN RETIREMENT SYSTEM$3.3M1
165Orion Porfolio Solutions, LLC$3.1M1
166Zurich Insurance Group Ltd/FI$3.1M1
167Creative Planning$3.1M1
168Banque de Luxembourg S.A.$3.1M1
169EXENCIAL WEALTH ADVISORS, LLC$3.1M1
170HUSSMAN STRATEGIC ADVISORS, INC.$3.1M1
171SEB Asset Management AB$3.0M1
172ProShare Advisors LLC$3.0M1
173GUARDIAN CAPITAL LP$3.0M1
174MetLife Investment Management, LLC$2.9M1
175COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.9M1
176CWM, LLC$2.9M1
177Sanctuary Advisors, LLC$2.9M1
178LGT Group Foundation$2.9M1
179O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.8M1
180OMERS ADMINISTRATION Corp$2.8M1
181Rockefeller Capital Management L.P.$2.8M1
182Edgestream Partners, L.P.$2.8M1
183Mirae Asset Global Investments Co., Ltd.$2.8M1
184Summit Trail Advisors, LLC$2.7M1
185MERCER GLOBAL ADVISORS INC /ADV$2.7M1
186PFA Pension, Forsikringsaktieselskab$2.7M1
187Retirement Systems of Alabama$2.7M1
188OPPENHEIMER & CO INC$2.6M1
189HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$2.6M1
190Empowered Funds, LLC$2.5M1
191SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.4M1
192ABN AMRO INVESTMENT SOLUTIONS$2.3M1
193DIVERSIFIED MANAGEMENT INC$2.3M1
194PARSONS CAPITAL MANAGEMENT INC/RI$2.3M1
195XPONANCE LLC$2.2M1
196Forvis Mazars Wealth Advisors, LLC$2.2M1
197Daiwa Securities Group Inc.$2.2M1
198PRINCIPAL SECURITIES, INC.$2.2M1
199M&T BANK CORP$2.1M1
200Utah Retirement Systems$2.0M1
201PUBLIC SECTOR PENSION INVESTMENT BOARD$2.0M1
202COMMERCE BANK$2.0M1
203Diversified Trust Co$1.9M1
204Hudson Bay Capital Management LP$1.9M1
205STOREBRAND ASSET MANAGEMENT AS$1.8M1
206Sumitomo Mitsui DS Asset Management Company, Ltd$1.8M1
207National Pension Service$1.8M1
208MACQUARIE GROUP LTD$1.8M1
209Birch Hill Investment Advisors LLC$1.8M1
210Bank Julius Baer & Co. Ltd, Zurich$1.8M1
211Connor, Clark & Lunn Investment Management Ltd.$1.8M1
212Pathstone Holdings, LLC$1.8M1
213BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.7M1
214Janus Henderson Group Ltd.$1.7M1
215NEOS Investment Management LLC$1.7M1
216SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$1.7M1
217COMMONWEALTH EQUITY SERVICES, LLC$1.6M1
218Vest Financial, LLC$1.5M1
219Marshall Financial Group, LLC$1.5M1
220JB Capital LLC$1.5M1
221Mariner, LLC$1.5M1
222Patriot Financial Group Insurance Agency, LLC$1.5M1
223Avanza Fonder AB$1.5M1
224OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.4M1
225Aster Capital Management (DIFC) Ltd$1.4M1
226True North Advisors, LLC$1.4M1
227OCCUDO QUANTITATIVE STRATEGIES LP$1.4M1
228DIVERSIFY WEALTH MANAGEMENT, LLC$1.4M1
229LAZARD ASSET MANAGEMENT LLC$1.3M1
230Generali Asset Management SPA SGR$1.3M1
231MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.3M1
232US BANCORP \DE\$1.3M1
233Corient Private Wealth LLC$1.3M1
234Ethic Inc.$1.3M1
235NOVEM GROUP$1.2M1
236Independent Advisor Alliance$1.2M1
237Quartz Partners, LLC$1.2M1
238PRUDENTIAL FINANCIAL INC$1.2M1
239Focus Partners Wealth$1.2M1
240Pallas Capital Advisors LLC$1.2M1
241Bridgewater Associates, LP$1.2M1
242Banque Transatlantique SA$1.1M1
243Havemeyer Place LP$1.1M1
244BLVD Private Wealth, LLC$1.1M1
245BURNEY CO/$1.1M1
246Baird Financial Group, Inc.$1.1M1
247TOCQUEVILLE ASSET MANAGEMENT L.P.$1.1M1
248Merit Financial Group, LLC$1.0M1
249SummitTX Capital, L.P.$1.0M1
250Waterloo Capital, L.P.$1.0M1
251AXQ CAPITAL, LP$1.0M1
252Federation des caisses Desjardins du Quebec$1.0M1
253Perbak Capital Partners LLP$1.0M1
254Citizens Business Bank$997K1
255Vanguard Personalized Indexing Management, LLC$990K1
256Centric Wealth Management$979K1
257Verition Fund Management LLC$962K1
258Lido Advisors, LLC$958K1
259River Wealth Advisors LLC$945K1
260Y-Intercept (Hong Kong) Ltd$930K1
261Dynasty Wealth Management, LLC$896K1
262Investment Management Corp of Ontario$887K1
263Morningstar Investment Management LLC$878K1
264CONTRAVISORY INVESTMENT MANAGEMENT, INC.$874K1
265ELEVATION POINT WEALTH PARTNERS, LLC$858K1
266OPPENHEIMER ASSET MANAGEMENT INC.$840K1
267Machina Capital S.A.S.$815K1
268Rafferty Asset Management, LLC$814K1
269Centiva Capital, LP$810K1
270Herold Advisors, Inc.$803K1
271MISSION WEALTH MANAGEMENT, LP$793K1
272Envestnet Portfolio Solutions, Inc.$778K1
273Bragg Financial Advisors, Inc$756K1
274MIZUHO SECURITIES USA LLC$756K1
275NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$744K1
276U.S. Capital Wealth Advisors, LLC$728K1
277Curi Capital, LLC$718K1
278DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$694K1
279Private Advisor Group, LLC$694K1
280HANCOCK WHITNEY CORP$687K1
281LVW Advisors, LLC$665K1
282Heritage Family Offices, LLP$656K1
283DAVENPORT & Co LLC$639K1
284Advisor Resource Council$638K1
285Inspire Advisors, LLC$638K1
286Quadrature Capital Ltd$632K1
287Sequoia Financial Advisors, LLC$628K1
288Assenagon Asset Management S.A.$624K1
289Callan Family Office, LLC$620K1
290State of Wyoming$616K1
291Argos Wealth Advisors, LLC$615K1
292RITHOLTZ WEALTH MANAGEMENT$615K1
293180 WEALTH ADVISORS, LLC$611K1
294Laird Norton Wetherby Trust Company, LLC$606K1
295Impact Capital Partners LLC$597K1
296Avior Wealth Management, LLC$596K1
297Maryland State Retirement & Pension System$594K1
298Norinchukin Bank, The$588K1
299Expressive Wealth LLC$581K1
300Kingdom Financial Group LLC.$580K1
301Qtron Investments LLC$580K1
302REGIONS FINANCIAL CORP$561K1
303Steward Partners Investment Advisory, LLC$561K1
304TOKIO MARINE ASSET MANAGEMENT CO LTD$560K1
305ASR Vermogensbeheer N.V.$556K1
306UNITED CAPITAL FINANCIAL ADVISORS, LLC$552K1
307Caprock Group, LLC$545K1
308Allspring Global Investments Holdings, LLC$541K1
309INTECH INVESTMENT MANAGEMENT LLC$531K1
310W.H. Cornerstone Investments Inc.$530K1
311Riverwater Partners LLC$525K1
312NORDEN GROUP LLC$520K1
313MUFG Securities EMEA plc$512K1
314Mitsubishi UFJ Trust & Banking Corp$504K1
315Elser Financial Planning, Inc$502K1
316Rossmore Private Capital$501K1
317BENJAMIN EDWARDS INC$489K1
318Advisory Alpha, LLC$479K1
319MQS Management LLC$474K1
320EVOLVE PRIVATE WEALTH, LLC$471K1
321WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$469K1
322OneDigital Investment Advisors LLC$462K1
323Saudi Central Bank$461K1
324Horizon Family Wealth, Inc.$460K1
325Wealthfront Advisers LLC$460K1
326New Age Alpha Advisors, LLC$459K1
327HB Wealth Management, LLC$458K1
328Numerai GP LLC$452K1
329GUYASUTA INVESTMENT ADVISORS INC$450K1
330INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$442K1
331Blueshift Asset Management, LLC$431K1
332NOMURA HOLDINGS INC$428K1
333Kera Capital Partners, Inc.$418K1
334NLB Skladi, upravljanje premozenja, d.o.o.$413K1
335Gibbs Wealth Management$412K1
336AMG National Trust Bank$411K1
337nVerses Capital, LLC$410K1
338Texas Yale Capital Corp.$410K1
339PRUDENTIAL PLC$397K1
340JOHNSON INVESTMENT COUNSEL INC$395K1
341FIFTH THIRD BANCORP$394K1
342SAGESPRING WEALTH PARTNERS, LLC$392K1
343Kestra Advisory Services, LLC$391K1
344Tranquilli Financial Advisor LLC$390K1
345HM PAYSON & CO$388K1
346CHOREO, LLC$388K1
347Polymer Capital Management (US) LLC$385K1
348WEALTH ALLIANCE, LLC$384K1
349JANE STREET GROUP, LLC$380K1
350AE Wealth Management LLC$379K1
351Integrated Quantitative Investments LLC$373K1
352Chicago Partners Investment Group LLC$367K1
353North Dakota State Investment Board$365K1
354Clear Creek Financial Management, LLC$365K1
355Compound Planning, Inc.$363K1
356Andina Capital Management, LLC$359K1
357Vident Advisory, LLC$356K1
358Metis Global Partners, LLC$355K1
359Beacon Pointe Advisors, LLC$353K1
360J.W. COLE ADVISORS, INC.$353K1
361COLDSTREAM CAPITAL MANAGEMENT INC$352K1
362Breakwater Capital Group$351K1
363GC Wealth Management RIA, LLC$350K1
364Keystone Financial Services$347K1
365Vise Technologies, Inc.$346K1
366Knollwood Investment Advisory, LLC$345K1
367Sivia Capital Partners, LLC$340K1
368Alhambra Investment Management LLC$339K1
369FRG Family Wealth Advisors LLC$336K1
370Savant Capital, LLC$334K1
371Thrive Wealth Management, LLC$332K1
372Lombard Odier Asset Management (USA) Corp$331K1
373SECURIAN ASSET MANAGEMENT, INC$329K1
374Osmosis Investment Management UK Ltd$328K1
375GROUPAMA ASSET MANAGMENT$324K1
376Crossmark Global Holdings, Inc.$317K1
377BLAIR WILLIAM & CO/IL$315K1
378Arax Advisory Partners$312K1
379Crumly & Associates Inc.$310K1
380NewEdge Advisors, LLC$310K1
381Mach-1 Financial Group, LLC$309K1
382Wilmington Savings Fund Society, FSB$308K1
383Bull Harbor Capital LLC$306K1
384Oxford Wealth Group, LLC$302K1
385Waverly Advisors, LLC$300K1
386TruNorth Capital Management, LLC$298K1
387GLENMEDE TRUST CO NA$291K1
388Inscription Capital, LLC$288K1
389OLD NATIONAL BANCORP /IN/$287K1
390Stratos Wealth Partners, LTD.$287K1
391Parcion Private Wealth LLC$281K1
392Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$275K1
393Concurrent Investment Advisors, LLC$272K1
394Turtle Creek Wealth Advisors, LLC$266K1
395BARD ASSOCIATES INC$266K1
396NorthCrest Asset Manangement, LLC$265K1
397Portside Wealth Group, LLC$260K1
398MGO ONE SEVEN LLC$259K1
399SPIREPOINT PRIVATE CLIENT, LLC$256K1
400Institute for Wealth Management, LLC.$255K1
401Geneos Wealth Management Inc.$248K1
402FULTON BANK, N.A.$247K1
403Pitcairn Wealth Advisors LLC$246K1
404EXCHANGE TRADED CONCEPTS, LLC$246K1
405EVERPAR ADVISORS LLC$243K1
406SYSTEMATIC FINANCIAL MANAGEMENT LP$242K1
407Vann Equity Management LLC$242K1
408OSSIAM$237K1
409JOURNEY STRATEGIC WEALTH LLC$235K1
410Focus Partners Advisor Solutions, LLC$234K1
411Capula Management Ltd$232K1
412ROMANO BROTHERS AND COMPANY$229K1
413Clear Harbor Asset Management, LLC$227K1
414D.A. DAVIDSON & CO.$226K1
415Dorato Capital Management$226K1
416FIDUCIARY TRUST CO$224K1
417Advyzon Investment Management, LLC$222K1
418Frank, Rimerman Advisors LLC$222K1
419Massachusetts Wealth Management$221K1
420GeoWealth Management, LLC$219K1
421Optas, LLC$219K1
422MAI Capital Management$216K1
423Diligent Investors, LLC$213K1
424Moors & Cabot, Inc.$212K1
425FOUNDATIONS INVESTMENT ADVISORS, LLC$210K1
426Legacy Capital Group California, Inc.$210K1
427CHILDRESS CAPITAL ADVISORS, LLC$205K1
428STEPHENS INC /AR/$204K1
429GRIFFIN ASSET MANAGEMENT, INC.$203K1
430DV Trading LLC$203K1
431MONETA GROUP INVESTMENT ADVISORS LLC$203K1
432Simplicity Wealth,LLC$202K1
433Ballentine Partners, LLC$201K1
434IRON Financial LLC$200K1
435MONTAG A & ASSOCIATES INC$194K1
436SIGNATUREFD, LLC$192K1
437Smartleaf Asset Management LLC$189K1
438Board of the Pension Protection Fund$189K1
439Allworth Financial LP$182K1
440Siemens Fonds Invest GmbH$176K1
441BEACON INVESTMENT ADVISORY SERVICES, INC.$156K1
442Advisors Asset Management, Inc.$139K1
443MATHER GROUP, LLC.$137K1
444Tower Research Capital LLC (TRC)$121K1
445Blue Trust, Inc.$112K1
446Walleye Trading LLC$98.4K1
447WESTPAC BANKING CORP$93.1K1
448QUADRANT CAPITAL GROUP LLC$80.1K1
449EASTERN BANK$77.9K1
450New England Capital Financial Advisors LLC$75.8K1
451Larson Financial Group LLC$72.6K1
452Reyes Financial Architecture, Inc.$69.4K1
453THRIVENT FINANCIAL FOR LUTHERANS$61.4K1
454VAN ECK ASSOCIATES CORP$58.8K1
455Pinnacle Wealth Planning Services, Inc.$56.5K1
456ACADIAN ASSET MANAGEMENT LLC$54.7K1
457SBI Okasan Asset Management Co.Ltd.$54.4K1
458Gladwyn Financial Advisors, Inc.$50.6K1
459Kimelman & Baird, LLC$48.4K1
460Quarry LP$43.0K1
461True Wealth Design, LLC$41.7K1
462TD Waterhouse Canada Inc.$41.7K1
463CVA Family Office, LLC$40.8K1
464Hickory Point Bank & Trust$39.7K1
465Medallion Wealth Advisors, LLC$36.3K1
466KBC Group NV$33.5K1
467Parkside Financial Bank & Trust$28.5K1
468DekaBank Deutsche Girozentrale$27.0K1
469Atlantic Union Bankshares Corp$24.4K1
470Pinnacle Bancorp, Inc.$23.2K1
471Treasurer of the State of North Carolina$22.9K1
472Cromwell Holdings LLC$22.1K1
473ENTRUST FINANCIAL LLC$20.9K1
474Measured Wealth Private Client Group, LLC$18.9K1
475Grove Bank & Trust$15.7K1
476Financial Freedom, LLC$15.5K1
477BAYBAN$14.4K1
478N.E.W. Advisory Services LLC$14.1K1
479Transamerica Financial Advisors, LLC$13.8K1
480JFS WEALTH ADVISORS, LLC$12.4K1
481FINANCIAL CONSULATE, INC$11.8K1
482CENTRAL TRUST Co$11.3K1
483NEW YORK STATE TEACHERS RETIREMENT SYSTEM$11.0K1
484Manchester Capital Management LLC$9.7K1
485Financially Speaking Inc$9.6K1
486Financial Perspectives, Inc$9.6K1
487Global X Japan Co., Ltd.$9.2K1
488PFS Partners, LLC$9.1K1
489TOTH FINANCIAL ADVISORY CORP$9.0K1
490Private Wealth Management Group, LLC$7.4K1
491DAGCO, INC.$6.8K1
492CANADA LIFE ASSURANCE Co$5.7K1
493WOLFF WIESE MAGANA LLC$5.5K1
494JPL Wealth Management, LLC$5.2K1
495Clearstead Advisors, LLC$5.1K1
496DELTA ASSET MANAGEMENT LLC/TN$4.9K1
497Wealth Enhancement Trust Services, Inc.$4.5K1
498UMB Bank, n.a.$4.4K1
499Spire Wealth Management$4.4K1
500Key FInancial Inc$4.2K1
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 ALLE

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for ALLE · financials and macro

Financials — as filed PLANNED

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