Public record / Tickers / AM

AM — Antero Midstream Corp

Both disclosure regimes on one name: who in Congress filed about AM, 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
88
all PTR rows naming AM
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
03-07
filed 2022-03-07
13F holders
474
top-474 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

Mark E. Green · $1.0M–$5.0M

Sale · traded 2022-02-09 → filed 2022-02-14. Ranked over every AM row by the provable lower bound, never a point estimate.

No member disclosed AM 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.

4 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

No dated AM rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING AM · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning AM
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2022-03-07Virginia Foxx R–NC-5Sale · JT (jointly owned)Traded 02-17 +18d$50K–$100K
2022-03-07Virginia Foxx R–NC-5Purchase · JT (jointly owned)Traded 02-10 +25d$1K–$15K
2022-02-14Mark E. Green R–TN-7SaleTraded 02-09 +5d$1M–$5M
2022-02-14Mark E. Green R–TN-7PurchaseTraded 02-07 +7d$100K–$250K
2022-01-18Mark E. Green R–TN-7PurchaseTraded 01-06 +12d$250K–$500K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 88 ↗

Members active in AM

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

No member disclosed AM in the trailing 12 months.

Congress ↔ notable managers · AM

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

Trimming
0 $0 held

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

Merged timeline of congressional filings and notable-manager moves on AM
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+35,580 sh
2026-05-15Bridgewater Associates 13Fadd+39,684 sh

2 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 AM for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$846M1
2Invesco Ltd.$491M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$417M1
4VANGUARD CAPITAL MANAGEMENT LLC$338M1
5STATE STREET CORP$264M1
6GEODE CAPITAL MANAGEMENT, LLC$226M1
7Bank of New York Mellon Corp$208M1
8DIMENSIONAL FUND ADVISORS LP$206M1
9MORGAN STANLEY$143M1
10KAYNE ANDERSON CAPITAL ADVISORS LP$96.9M1
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC$89.8M1
12MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$89.0M1
13Clearbridge Investments, LLC$85.3M1
14NORTHERN TRUST CORP$85.1M1
15ALLIANCEBERNSTEIN L.P.$68.0M1
16Blackstone Inc.$64.1M1
17Qube Research & Technologies Ltd$59.9M1
18PRUDENTIAL FINANCIAL INC$59.5M1
19Clark Capital Management Group, Inc.$58.2M1
20WESTWOOD HOLDINGS GROUP INC$53.0M1
21Orbis Allan Gray Ltd$51.6M1
22Gotham Asset Management, LLC$49.4M1
23VANGUARD FIDUCIARY TRUST CO$46.9M1
24BROOKFIELD Corp /ON/$44.1M1
25Brave Warrior Advisors, LLC$41.9M1
26AMERICAN CENTURY COMPANIES INC$41.6M1
27EAGLE GLOBAL ADVISORS LLC$40.9M1
28FMR LLC$36.8M1
29Fiera Capital Corp$35.9M1
30RR Advisors, LLC$34.5M1
31BARCLAYS PLC$32.5M1
32FRANKLIN RESOURCES INC$32.5M1
33UBS Group AG$31.0M1
34Connor, Clark & Lunn Investment Management Ltd.$28.6M1
35ENVESTNET ASSET MANAGEMENT INC$28.5M1
36BANK OF AMERICA CORP /DE/$27.5M1
37ALPS ADVISORS INC$24.7M1
38JENNISON ASSOCIATES LLC$24.4M1
39FIRST TRUST ADVISORS LP$23.2M1
40Covalis Capital LLP$22.5M1
41VOLORIDGE INVESTMENT MANAGEMENT, LLC$22.4M1
42RHUMBLINE ADVISERS$21.2M1
43NEW YORK STATE COMMON RETIREMENT FUND$20.1M1
44Cetera Investment Advisers$19.8M1
45UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$19.7M1
46EXCHANGE TRADED CONCEPTS, LLC$19.6M1
47ROYAL BANK OF CANADA$19.4M1
48NEOS Investment Management LLC$18.0M1
49PRINCIPAL FINANCIAL GROUP INC$17.8M1
50Columbus Macro, LLC$17.5M1
51HITE Hedge Asset Management LLC$17.4M1
52Swiss National Bank$16.1M1
53CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$15.9M1
54AMERIPRISE FINANCIAL INC$13.8M1
55SHAH CAPITAL MANAGEMENT$13.4M1
56LPL Financial LLC$12.9M1
57Amundi$12.5M1
58Freestone Grove Partners LP$12.0M1
59Nuveen, LLC$11.5M1
60RAYMOND JAMES FINANCIAL INC$11.0M1
61Abacus FCF Advisors LLC$10.6M1
62Waverly Advisors, LLC$10.4M1
63SEI INVESTMENTS CO$10.0M1
64D. E. Shaw & Co., Inc.$9.5M1
65Retirement Systems of Alabama$9.3M1
66WELLINGTON MANAGEMENT GROUP LLP$9.2M1
67Legal & General Group Plc$9.0M1
68INTECH INVESTMENT MANAGEMENT LLC$8.3M1
69WELLS FARGO & COMPANY/MN$8.0M1
70Ruffer LLP$8.0M1
71VOYA INVESTMENT MANAGEMENT LLC$8.0M1
72Maryland State Retirement & Pension System$7.1M1
73HENNESSY ADVISORS INC$6.8M1
74Phocas Financial Corp.$6.5M1
75STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$6.5M1
76Pinnacle Holdings, LLC$6.4M1
77EVERGREEN CAPITAL MANAGEMENT LLC$6.3M1
78Janus Henderson Group Ltd.$6.2M1
79VANGUARD ASSET MANAGEMENT, Ltd$6.2M1
80DEUTSCHE BANK AG\$6.0M1
81CITIGROUP INC$6.0M1
82Sanctuary Advisors, LLC$5.6M1
83Hennion & Walsh Asset Management, Inc.$5.6M1
84Quantinno Capital Management LP$5.5M1
85GUGGENHEIM CAPITAL LLC$5.4M1
86MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.2M1
87MERCER GLOBAL ADVISORS INC /ADV$5.1M1
88Edgestream Partners, L.P.$4.7M1
89CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$4.6M1
90ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$4.4M1
91Strategic Global Advisors, LLC$4.4M1
92AQR CAPITAL MANAGEMENT LLC$4.4M1
93AXQ CAPITAL, LP$4.4M1
94Fractal Investments LLC$4.3M1
95Ensign Peak Advisors, Inc$4.2M1
96Lido Advisors, LLC$4.1M1
97NISA INVESTMENT ADVISORS, LLC$3.9M1
98LAZARD ASSET MANAGEMENT LLC$3.9M1
99MetLife Investment Management, LLC$3.7M1
100HSBC HOLDINGS PLC$3.7M1
101CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$3.7M1
102Pathstone Holdings, LLC$3.7M1
103Susquehanna Portfolio Strategies, LLC$3.6M1
104CIBC Bancorp USA Inc.$3.5M1
105Bridgewater Associates, LP$3.5M1
106Vident Advisory, LLC$3.4M1
107Tidal Investments LLC$3.4M1
108CREDIT AGRICOLE S A$3.3M1
109BECK CAPITAL MANAGEMENT, LLC$3.3M1
110Creative Planning$3.2M1
111BANK OF MONTREAL /CAN/$3.2M1
112Quantbot Technologies LP$3.1M1
113Vanguard Global Advisers, LLC$3.0M1
114MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.9M1
115SCHRODER INVESTMENT MANAGEMENT GROUP$2.9M1
116JOHNSON INVESTMENT COUNSEL INC$2.9M1
117Cerity Partners LLC$2.9M1
118Engineers Gate Manager LP$2.9M1
119Chung Wu Investment Group, LLC$2.9M1
120Zurcher Kantonalbank (Zurich Cantonalbank)$2.8M1
121HANCOCK WHITNEY CORP$2.8M1
122SeaBridge Investment Advisors LLC$2.8M1
123State of New Jersey Common Pension Fund D$2.8M1
124Universal- Beteiligungs- und Servicegesellschaft mbH$2.7M1
125Barnett & Company, Inc.$2.6M1
126Richard Bernstein Advisors LLC$2.6M1
127TWO SIGMA INVESTMENTS, LP$2.6M1
128Ethic Inc.$2.4M1
129Mariner, LLC$2.4M1
130KLP KAPITALFORVALTNING AS$2.4M1
131MACKENZIE FINANCIAL CORP$2.4M1
132Federation des caisses Desjardins du Quebec$2.3M1
133KESTRA PRIVATE WEALTH SERVICES, LLC$2.3M1
134PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$2.3M1
135Riverwater Partners LLC$2.3M1
136Arizona State Retirement System$2.2M1
137YOUSIF CAPITAL MANAGEMENT, LLC$2.2M1
138VICTORY CAPITAL MANAGEMENT INC$2.2M1
139Frank, Rimerman Advisors LLC$2.2M1
140Vanguard Investments Australia, Ltd.$2.0M1
141FIFTH THIRD BANCORP$1.9M1
142Schonfeld Strategic Advisors LLC$1.9M1
143COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.9M1
144PICTON MAHONEY ASSET MANAGEMENT$1.9M1
145Advisors Asset Management, Inc.$1.9M1
146Elo Mutual Pension Insurance Co$1.9M1
147CASCADE INVESTMENT GROUP, INC.$1.8M1
148STATE OF MICHIGAN RETIREMENT SYSTEM$1.8M1
149LFG Wealth Partners, LLC$1.8M1
150TEACHER RETIREMENT SYSTEM OF TEXAS$1.8M1
151STIFEL FINANCIAL CORP$1.8M1
152GLENMEDE TRUST CO NA$1.8M1
153NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.7M1
154FIRST CITIZENS BANK & TRUST CO$1.7M1
155SILVER OAK SECURITIES, INCORPORATED$1.6M1
156Envestnet Portfolio Solutions, Inc.$1.6M1
157Voleon Capital Management LP$1.6M1
158PDT Partners, LLC$1.6M1
159HighTower Advisors, LLC$1.6M1
160OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.5M1
161Crossmark Global Holdings, Inc.$1.5M1
162MML INVESTORS SERVICES, LLC$1.5M1
163Vanguard Personalized Indexing Management, LLC$1.5M1
164Zurich Insurance Group Ltd/FI$1.5M1
165Pekin Hardy Strauss, Inc.$1.5M1
166TD Waterhouse Canada Inc.$1.4M1
167LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.4M1
168Ameritas Investment Partners, Inc.$1.4M1
169Kestra Advisory Services, LLC$1.4M1
170Odyssean, LLC$1.3M1
171Guild Investment Management, Inc.$1.3M1
172MGO ONE SEVEN LLC$1.3M1
173Pictet Asset Management Holding SA$1.3M1
174SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.3M1
175Kesler, Norman & Wride, LLC$1.2M1
176XTX Topco Ltd$1.2M1
177Lavaca Capital LLC$1.2M1
178Kestra Investment Management, LLC$1.2M1
179Steward Partners Investment Advisory, LLC$1.1M1
180Apollon Wealth Management, LLC$1.1M1
181Point Nemo Capital, LLC$1.1M1
182UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.1M1
183XPONANCE LLC$1.1M1
184Corient Private Wealth LLC$1.1M1
185NewEdge Advisors, LLC$1.1M1
186Orion Porfolio Solutions, LLC$1.0M1
187Stockman Wealth Management, Inc.$1.0M1
188PRINCIPAL SECURITIES, INC.$1.0M1
189CASTLEARK MANAGEMENT LLC$996K1
190MAI Capital Management$995K1
191CORSAIR CAPITAL MANAGEMENT, L.P.$958K1
192Perbak Capital Partners LLP$940K1
193NEW YORK LIFE INVESTMENT MANAGEMENT LLC$937K1
194ProShare Advisors LLC$932K1
195ASSETMARK, INC$924K1
196HUNTINGTON NATIONAL BANK$912K1
197Livforsakringsbolaget Skandia, Omsesidigt$877K1
198WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$866K1
199FOX RUN MANAGEMENT, L.L.C.$857K1
200JGP Wealth Management, LLC$844K1
201Pasadena Private Wealth, LLC$833K1
202Linden Thomas Advisory Services, LLC$823K1
203US BANCORP \DE\$819K1
204Invst, LLC$813K1
205U.S. Capital Wealth Advisors, LLC$813K1
206STATE OF WISCONSIN INVESTMENT BOARD$792K1
207Summit Trail Advisors, LLC$780K1
208Private Advisor Group, LLC$765K1
209Metis Global Partners, LLC$741K1
210FEDERATED HERMES, INC.$737K1
211Swiss Life Asset Management Ltd$727K1
212GREAT LAKES ADVISORS, LLC$706K1
213OSAIC HOLDINGS, INC.$703K1
214ExodusPoint Capital Management, LP$694K1
215Financiere des Professionnels - Fonds d'investissement inc.$690K1
216BRASADA CAPITAL MANAGEMENT, LP$678K1
217Palo Duro Investment Partners, LP$658K1
218Wedmont Private Capital$656K1
219Gateway Wealth Partners, LLC$650K1
220Banque Transatlantique SA$644K1
221&PARTNERS$636K1
222COMMONWEALTH EQUITY SERVICES, LLC$610K1
223OPPENHEIMER & CO INC$584K1
224Western Wealth Management, LLC$579K1
225Walleye Trading LLC$579K1
226Empowered Funds, LLC$568K1
227BALYASNY ASSET MANAGEMENT L.P.$567K1
228Focus Partners Wealth$565K1
229SECURIAN ASSET MANAGEMENT, INC$557K1
230Sigma Planning Corp$550K1
231Squarepoint Ops LLC$547K1
232NewEdge Wealth, LLC$543K1
233KPP Advisory Services LLC$535K1
234Allianz Asset Management GmbH$520K1
235QRG CAPITAL MANAGEMENT, INC.$516K1
236Qtron Investments LLC$497K1
237Dynamic Technology Lab Private Ltd$485K1
238Parkside Financial Bank & Trust$481K1
239AMERICAN FINANCIAL GROUP INC$479K1
240Texas Yale Capital Corp.$479K1
241Hilltop Holdings Inc.$478K1
242SIGNATUREFD, LLC$477K1
243Moors & Cabot, Inc.$464K1
244Sequoia Financial Advisors, LLC$456K1
245CAPITAL ADVISORS INC/OK$445K1
246Tower Research Capital LLC (TRC)$436K1
247TRUIST FINANCIAL CORP$426K1
248Ameritas Advisory Services, LLC$426K1
249Bleakley Financial Group, LLC$422K1
250Callan Family Office, LLC$417K1
251SBI Securities Co., Ltd.$416K1
252Cornerstone Advisory, LLC$413K1
253CHOREO, LLC$413K1
254Utah Retirement Systems$410K1
255DnB Asset Management AS$405K1
256DIVIDEND ASSETS CAPITAL, LLC$400K1
257Legend Capital Advisors LLC$399K1
258PANAGORA ASSET MANAGEMENT INC$387K1
259Heronetta Management, L.P.$386K1
260Security National Bank$381K1
261Allworth Financial LP$380K1
262CHILDRESS CAPITAL ADVISORS, LLC$379K1
263SPROTT INC.$376K1
264Brooklyn Investment Group$376K1
265Aptus Capital Advisors, LLC$368K1
266Meeder Advisory Services, Inc.$360K1
267JANE STREET GROUP, LLC$359K1
268Baird Financial Group, Inc.$359K1
269SIMON QUICK ADVISORS, LLC$357K1
270CIBC Asset Management Inc$351K1
271Eurizon Capital SGR S.p.A.$349K1
272Retirement Planning Group, LLC$344K1
273M&T BANK CORP$340K1
274Comprehensive Money Management Services LLC$332K1
275Parallax Volatility Advisers, L.P.$331K1
276Advisor OS, LLC$329K1
277COMMERCE BANK$327K1
278PARK NATIONAL CORP /OH/$319K1
279Walleye Capital LLC$317K1
280WEXFORD CAPITAL LP$314K1
281BURNEY CO/$310K1
282Lombard Odier Asset Management (USA) Corp$308K1
283Sprinkle Financial Consultants LLC$308K1
284Polymer Capital Management (US) LLC$305K1
285COLDSTREAM CAPITAL MANAGEMENT INC$305K1
286CWM, LLC$303K1
287Leo Wealth, LLC$300K1
288HB Wealth Management, LLC$299K1
289SIMPLEX TRADING, LLC$288K1
290Wealthfront Advisers LLC$288K1
291SCS Capital Management LLC$287K1
292Diversified Trust Co$275K1
293World Investment Advisors$272K1
294KAHN BROTHERS GROUP INC$269K1
295SBI Okasan Asset Management Co.Ltd.$268K1
296O'SHAUGHNESSY ASSET MANAGEMENT, LLC$268K1
297Snowden Capital Advisors LLC$262K1
298Hardy Reed LLC$259K1
299Sterling Capital Management LLC$256K1
300BTG Pactual Asset Management US LLC$254K1
301KEYBANK NATIONAL ASSOCIATION/OH$253K1
302Empower Advisory Group, LLC$251K1
303Sowell Financial Services LLC$251K1
304SHELTON CAPITAL MANAGEMENT$250K1
305AIGEN INVESTMENT MANAGEMENT, LP$247K1
306Vestmark Advisory Solutions, Inc.$245K1
307New Age Alpha Advisors, LLC$243K1
308Spire Wealth Management$239K1
309State of Wyoming$239K1
310MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC$236K1
311Convergence Financial, LLC$235K1
312Arrow Investment Advisors, LLC$232K1
313Ariadne Wealth Management, LP$230K1
314Merit Financial Group, LLC$227K1
315Tannin Capital LLC$224K1
316North Dakota State Investment Board$223K1
317Laird Norton Wetherby Trust Company, LLC$223K1
318Garde Capital, Inc.$218K1
319Vise Technologies, Inc.$217K1
320GC Wealth Management RIA, LLC$215K1
321Baron Wealth Management LLC$215K1
322Wealthcare Advisory Partners LLC$212K1
323ARISTEIA CAPITAL, L.L.C.$208K1
324Csenge Advisory Group$205K1
325Savant Capital, LLC$202K1
326CITADEL ADVISORS LLC$202K1
327BNP Paribas Asset Management Holding S.A.$196K1
328BankPlus Trust Department$195K1
329QUADRANT CAPITAL GROUP LLC$183K1
330WOLVERINE ASSET MANAGEMENT LLC$156K1
331Smartleaf Asset Management LLC$139K1
332Rockefeller Capital Management L.P.$114K1
333UMB Bank, n.a.$89.8K1
334NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$88.3K1
335Ancora Advisors LLC$88.1K1
336MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$83.2K1
337NOMURA ASSET MANAGEMENT CO LTD$61.6K1
338MCF Advisors LLC$54.6K1
339Blue Trust, Inc.$45.6K1
340CHILTON CAPITAL MANAGEMENT LLC$35.3K1
341Larson Financial Group LLC$30.7K1
342Clearstead Trust, LLC$30.4K1
343BARTLETT & CO. WEALTH MANAGEMENT LLC$24.6K1
344ROGCO, LP$22.2K1
345Arax Advisory Partners$18.9K1
346Kilter Group LLC$16.6K1
347CVA Family Office, LLC$16.4K1
348Private Wealth Management Group, LLC$16.2K1
349THRIVENT FINANCIAL FOR LUTHERANS$16.2K1
350Sunrise Financial Services, LLC$16.0K1
351Bell Investment Advisors, Inc$13.9K1
352JFS WEALTH ADVISORS, LLC$13.8K1
353Pinnacle Wealth Planning Services, Inc.$13.7K1
354Mitsubishi UFJ Asset Management Co., Ltd.$13.5K1
355BROWN, LISLE/CUMMINGS, INC.$13.3K1
356Atlantic Union Bankshares Corp$12.7K1
357KELLEHER FINANCIAL ADVISORS$12.0K1
358Triumph Capital Management$11.4K1
359Annis Gardner Whiting Capital Advisors, LLC$11.4K1
360Aster Capital Management (DIFC) Ltd$11.1K1
361Neo Ivy Capital Management$10.2K1
362KERR FINANCIAL PLANNING Corp$10.0K1
363CANADA LIFE ASSURANCE Co$10.0K1
364Bank & Trust Co$9.6K1
365ELEVATION WEALTH PARTNERS, LLC$8.4K1
366NEW YORK STATE TEACHERS RETIREMENT SYSTEM$7.8K1
367FARMERS & MERCHANTS INVESTMENTS INC$6.5K1
368FINANCIAL CONSULATE, INC$5.7K1
369ALGERT GLOBAL LLC$5.7K1
370Keating Financial Advisory Services, Inc.$5.7K1
371United Financial Planning Group LLC$5.1K1
372VISION FINANCIAL MARKETS LLC$4.9K1
373CENTRAL TRUST Co$4.8K1
374NATIXIS ADVISORS, LLC$4.8K1
375Hilltop National Bank$4.6K1
376BAYBAN$4.6K1
377Signature Equity Partners, LLC$4.4K1
378VAN ECK ASSOCIATES CORP$4.1K1
379Salomon & Ludwin, LLC$4.0K1
380Prestige Wealth Management Group LLC$3.8K1
381AMALGAMATED BANK$3.5K1
382Treasurer of the State of North Carolina$3.3K1
383PRIVATE TRUST CO NA$3.1K1
384Clearstead Advisors, LLC$3.1K1
385Caitong International Asset Management Co., Ltd$3.0K1
386SJS Investment Consulting Inc.$2.8K1
387NFSG Corp$2.7K1
388Rialto Wealth Management, LLC$2.6K1
389TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$2.4K1
390True Wealth Design, LLC$2.3K1
391MCGUIRE CAPITAL ADVISORS INC$1.7K1
392Marquette Asset Management, LLC$1.6K1
393Arlington Trust Co LLC$1.6K1
394NEW MEXICO EDUCATIONAL RETIREMENT BOARD$1.6K1
395Valued Wealth Advisors LLC$1.4K1
396State of Alaska, Department of Revenue$1.4K1
397Cromwell Holdings LLC$1.3K1
398WPG Advisers, LLC$1.3K1
399PARK AVENUE SECURITIES LLC$1.1K1
400Sachetta, LLC$9811
401PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$8031
402BOSTON FAMILY OFFICE LLC$7981
403Vermillion Wealth Management, Inc.$7981
404HFM Investment Advisors, LLC$7981
405SouthState Bank Corp$7071
406S&T BANK/PA$5931
407Vestcor Inc$4901
408Rakuten Securities, Inc.$4561
409Investors Portfolio Services LLC$3871
410Transamerica Financial Advisors, LLC$3421
411KBC Group NV$2751
412MV CAPITAL MANAGEMENT, INC.$2741
413Bayforest Capital Ltd$911
414TFC Financial Management, Inc.$461
415First PREMIER Bank$131
416Harvest Fund Management Co., Ltd$111
417VALLEY NATIONAL ADVISERS INC$91
418Capital Advisors, Ltd. LLC$81
419Avion Wealth$21
420Liberty Mutual Group Asset Management Inc.$01
421BANK OF NOVA SCOTIA$01
422CHASE INVESTMENT COUNSEL CORP$01
423Jefferies Financial Group Inc.$01
424VANGUARD GROUP INC$01
425HARBOUR INVESTMENTS, INC.$01
426Brandywine Global Investment Management, LLC$01
427COMERICA BANK$01
428SIG BROKERAGE, LP$01
429HUSSMAN STRATEGIC ADVISORS, INC.$01
430MILLENNIUM MANAGEMENT LLC$01
431NATIXIS$01
432TORTOISE CAPITAL ADVISORS, L.L.C.$01
433CIBC Private Wealth Group LLC$01
434Cadence Bank$01
435NORGES BANK$01
436SIR Capital Management, L.P.$01
437OXFORD ASSET MANAGEMENT LLP$01
438SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$01
439IMC-Chicago, LLC$01
440Verition Fund Management LLC$01
441B. Riley Wealth Advisors, Inc.$01
442TWO SIGMA ADVISERS, LP$01
443MIRABELLA FINANCIAL SERVICES LLP$01
444Battery Global Advisors, LLC$01
445Friedenthal Financial$01
446Long Focus Capital Management, LLC$01
447Point72 Asset Management, L.P.$01
448Versor Investments LP$01
449DV Trading LLC$01
450Global Retirement Partners, LLC$01
451Qsemble Capital Management, LP$01
452TWINBEECH CAPITAL LP$01
453Y-Intercept (Hong Kong) Ltd$01
454Cinctive Capital Management LP$01
455Recurrent Investment Advisors LLC$01
456HUB Investment Partners, LLC$01
457TUCKER ASSET MANAGEMENT LLC$01
458Activest Wealth Management$01
459AlphaQuest LLC$01
460Forum Financial Management, LP$01
461SageView Advisory Group, LLC$01
462TRANSATLANTIQUE PRIVATE WEALTH LLC$01
463Dunhill Financial, LLC$01
464Stephens Consulting, LLC$01
465SHERBROOKE PARK ADVISERS LLC$01
466PFG Investments, LLC$01
467Compound Planning, Inc.$01
468Second Line Capital, LLC$01
469Turning Point Benefit Group, Inc.$01
470Jain Global LLC$01
471Corigliano Investment Advisers, LLC$01
472OPTIMA CAPITAL LLC$01
473Turas Capital Management LP$01
474Quattro Advisors LLC$01
Truncated by Public Filings. The published aggregate ranks the top 474 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 AM

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for AM · financials and macro

Financials — as filed PLANNED

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