Public record / Tickers / AMTM

AMTM — Amentum Holdings, Inc.

Both disclosure regimes on one name: who in Congress filed about AMTM, 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
5
all PTR rows naming AMTM
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
11-06
filed 2024-11-06
13F holders
404
top-404 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

William R. Keating · $1.0K–$15.0K

Sale · traded 2024-10-31 → filed 2024-11-06. Ranked over every AMTM row by the provable lower bound, never a point estimate.

No member disclosed AMTM 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.

Every row filed inside 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 AMTM · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning AMTM
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2024-11-06William R. Keating D–MA-9SaleTraded 10-31 +6d$1K–$15K
2024-10-15Thomas H. Kean, Jr. R–NJ-7ExchangeTraded 09-30 +15d$1K–$15K
2024-10-15Thomas H. Kean, Jr. R–NJ-7ExchangeTraded 09-30 +15d$1K–$15K
2024-10-15Thomas H. Kean, Jr. R–NJ-7ExchangeTraded 09-30 +15d$1K–$15K
2024-10-15Thomas H. Kean, Jr. R–NJ-7ExchangeTraded 09-30 +15d$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 5 ↗

Members active in AMTM

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

No member disclosed AMTM in the trailing 12 months.

Congress ↔ notable managers · AMTM

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 Moore Capital Management $22.8M held

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

Merged timeline of congressional filings and notable-manager moves on AMTM
DateWhoChangeSize
2026-05-15Moore Capital Management 13Fadd+398,296 sh
2026-05-15Ruane Cunniff & Goldfarb 13Ftrim−771,147 sh
2026-05-15Gotham Asset Management 13Ftrim−114,389 sh
2026-05-15Soros Fund Management 13Ftrim−1,697 sh
2026-05-15Bridgewater Associates 13Ftrim−1,199 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

Top institutional holders of AMTM for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1Invesco Ltd.$560M1
2BlackRock, Inc.$465M1
3PRIMECAP MANAGEMENT CO/CA/$315M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$205M1
5VANGUARD CAPITAL MANAGEMENT LLC$173M1
6FMR LLC$145M1
7STATE STREET CORP$132M1
8FRONTIER CAPITAL MANAGEMENT CO LLC$129M1
9DIMENSIONAL FUND ADVISORS LP$98.8M1
10GEODE CAPITAL MANAGEMENT, LLC$73.4M1
11MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$72.6M1
12Focus Partners Wealth$67.9M1
13BANK OF AMERICA CORP /DE/$62.7M1
14MORGAN STANLEY$58.3M1
15Arvin Capital Management LP$54.0M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$53.9M1
17UBS Group AG$44.6M1
18Point72 Asset Management, L.P.$42.5M1
19Ruane, Cunniff & Goldfarb L.P.$42.3M1
20SEGRA CAPITAL MANAGEMENT, LLC$42.1M1
21Permian Investment Partners, LP$40.9M1
22BRIGHTLINE CAPITAL MANAGEMENT, LLC$36.4M1
23Verition Fund Management LLC$33.9M1
24VOYA INVESTMENT MANAGEMENT LLC$31.3M1
25Troluce Capital Advisors LLC$26.1M1
26NORTHERN TRUST CORP$25.7M1
27VANGUARD FIDUCIARY TRUST CO$24.7M1
28Bank of New York Mellon Corp$23.7M1
29TWO SIGMA INVESTMENTS, LP$23.5M1
30MOORE CAPITAL MANAGEMENT, LP$22.8M1
31Nuveen, LLC$22.7M1
32AVENIR CORP$21.9M1
33683 Capital Management, LLC$20.2M1
34PRINCIPAL FINANCIAL GROUP INC$19.4M1
35Ancora Advisors LLC$18.3M1
36Penn Capital Management Company, LLC$18.2M1
37FIL Ltd$17.0M1
38WELLS FARGO & COMPANY/MN$16.6M1
39MILLENNIUM MANAGEMENT LLC$16.5M1
40PUBLIC SECTOR PENSION INVESTMENT BOARD$14.3M1
41ROYCE & ASSOCIATES LP$14.3M1
42Gotham Asset Management, LLC$13.6M1
43AQR CAPITAL MANAGEMENT LLC$13.2M1
44NEW YORK STATE COMMON RETIREMENT FUND$13.1M1
45CI INVESTMENTS INC.$11.0M1
46Vident Advisory, LLC$10.1M1
47De Lisle Partners LLP$9.9M1
48Legacy Advisors, LLC$9.1M1
49Aristotle Capital Boston, LLC$9.0M1
50Legal & General Group Plc$8.7M1
51HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$8.7M1
52Mawer Investment Management Ltd.$8.7M1
53SUSQUEHANNA INTERNATIONAL GROUP, LLP$8.6M1
54AMERIPRISE FINANCIAL INC$8.6M1
55Rovida Investment Management Ltd$8.2M1
56Swiss National Bank$8.2M1
57Hyperion Capital Advisors LP$7.9M1
58RHUMBLINE ADVISERS$7.8M1
59EXCHANGE TRADED CONCEPTS, LLC$7.7M1
60SEI INVESTMENTS CO$7.7M1
61GRIZZLYROCK CAPITAL, LLC$7.5M1
62CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$7.2M1
63FIFTH THIRD BANCORP$7.1M1
64UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$6.5M1
65RAYMOND JAMES FINANCIAL INC$6.4M1
66FIRST NATIONAL BANK OF OMAHA$6.3M1
67Soviero Asset Management, LP$6.3M1
68AWH Capital, L.P.$6.1M1
69ROYAL BANK OF CANADA$6.0M1
70FIRST TRUST ADVISORS LP$5.9M1
71SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$5.7M1
72JANE STREET GROUP, LLC$5.0M1
73Telos Capital Management, Inc.$5.0M1
74Hel Ved Capital Management Ltd$4.7M1
75OpenArc Corporate Advisory, LLC$4.4M1
76OPPENHEIMER & CO INC$4.4M1
77Quantinno Capital Management LP$3.8M1
78CenterBook Partners LP$3.7M1
79PRUDENTIAL FINANCIAL INC$3.7M1
80VANGUARD ASSET MANAGEMENT, Ltd$3.3M1
81Holocene Advisors, LP$3.2M1
82STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$3.2M1
83Bryn Mawr Trust Advisors, LLC$3.0M1
84SOROS FUND MANAGEMENT LLC$2.8M1
85STATE OF WISCONSIN INVESTMENT BOARD$2.7M1
86Strategic Global Advisors, LLC$2.5M1
87LPL Financial LLC$2.3M1
88BOOTHBAY FUND MANAGEMENT, LLC$2.2M1
89Illinois Municipal Retirement Fund$2.2M1
90WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.1M1
91ALLIANCEBERNSTEIN L.P.$2.1M1
92CITADEL ADVISORS LLC$2.1M1
93Pine Valley Investments Ltd Liability Co$2.1M1
94Qube Research & Technologies Ltd$2.0M1
95Brevan Howard Capital Management LP$2.0M1
96Mraz, Amerine & Associates, Inc.$1.9M1
97Oak Thistle LLC$1.9M1
98Ridge Creek Global, Inc$1.8M1
99State of New Jersey Common Pension Fund D$1.8M1
100Janus Henderson Group Ltd.$1.8M1
101D. E. Shaw & Co., Inc.$1.7M1
102Creative Planning$1.7M1
103ENVESTNET ASSET MANAGEMENT INC$1.6M1
104Vanguard Global Advisers, LLC$1.6M1
105K2 PRINCIPAL FUND, L.P.$1.6M1
106WINTON GROUP Ltd$1.4M1
107Marex Group Ltd$1.4M1
108MIRABELLA FINANCIAL SERVICES LLP$1.4M1
109WOLVERINE ASSET MANAGEMENT LLC$1.4M1
110Lido Advisors, LLC$1.3M1
111Advisors Asset Management, Inc.$1.3M1
112VICTORY CAPITAL MANAGEMENT INC$1.3M1
113BLAIR WILLIAM & CO/IL$1.3M1
114PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$1.2M1
115BARCLAYS PLC$1.2M1
116MAVERICK CAPITAL LTD$1.2M1
117Steadtrust LLC$1.2M1
118Arizona State Retirement System$1.1M1
119Dynamic Technology Lab Private Ltd$1.1M1
120Paragon Capital Management LLC$1.1M1
121CWM, LLC$1.1M1
122Cerity Partners LLC$1.1M1
123Zurcher Kantonalbank (Zurich Cantonalbank)$1.1M1
124MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.1M1
125CITIGROUP INC$1.1M1
126LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.1M1
127Vanguard Investments Australia, Ltd.$1.0M1
128COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$991K1
129YOUSIF CAPITAL MANAGEMENT, LLC$987K1
130NISA INVESTMENT ADVISORS, LLC$945K1
131WEXFORD CAPITAL LP$925K1
132OREGON PUBLIC EMPLOYEES RETIREMENT FUND$915K1
133Universal- Beteiligungs- und Servicegesellschaft mbH$903K1
134Clear Harbor Asset Management, LLC$881K1
135FOX RUN MANAGEMENT, L.L.C.$854K1
136DBA TRADING, LLC$814K1
137Maryland State Retirement & Pension System$778K1
138Corient Private Wealth LLC$769K1
139Kerrisdale Advisers, LLC$761K1
140Wilmington Savings Fund Society, FSB$760K1
141Legal Advantage Investments, Inc.$754K1
142Walleye Trading LLC$745K1
143OPPENHEIMER ASSET MANAGEMENT INC.$734K1
144PICTON MAHONEY ASSET MANAGEMENT$710K1
145National Philanthropic Trust$706K1
146OSAIC HOLDINGS, INC.$706K1
147Pictet Asset Management Holding SA$701K1
148Cetera Investment Advisers$636K1
149US BANCORP \DE\$633K1
150Peak Asset Management, LLC$626K1
151XTX Topco Ltd$620K1
152STEPHENS INC /AR/$610K1
153Atom Investors LP$595K1
154TOTH FINANCIAL ADVISORY CORP$583K1
155STIFEL FINANCIAL CORP$572K1
156Pathstone Holdings, LLC$568K1
157Old West Investment Management, LLC$568K1
158Caption Management, LLC$567K1
159DOVER ADVISORS, LLC$552K1
160Massar Capital Management, LP$549K1
161ARISTEIA CAPITAL, L.L.C.$537K1
162BANK OF MONTREAL /CAN/$521K1
163DEUTSCHE BANK AG\$518K1
164Moran Wealth Management, LLC$511K1
165CLIFFORD SWAN INVESTMENT COUNSEL LLC$501K1
166Gryphon Financial Partners LLC$492K1
167HighTower Advisors, LLC$485K1
168CIBC Asset Management Inc$481K1
169Modera Wealth Management, LLC$480K1
170BALYASNY ASSET MANAGEMENT L.P.$478K1
171GUIDANCE CAPITAL, INC$474K1
172EntryPoint Capital, LLC$469K1
173MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$459K1
174COMMONWEALTH EQUITY SERVICES, LLC$456K1
175Bridgewater Associates, LP$445K1
176AIGEN INVESTMENT MANAGEMENT, LP$441K1
177Swiss Life Asset Management Ltd$431K1
178Vanguard Personalized Indexing Management, LLC$430K1
179TRUIST FINANCIAL CORP$427K1
180MACKENZIE FINANCIAL CORP$424K1
181MERCER GLOBAL ADVISORS INC /ADV$404K1
182BCS Private Wealth Management, Inc.$381K1
183Sterling Capital Management LLC$376K1
184Tidal Investments LLC$374K1
185FIRST MANHATTAN CO. LLC.$368K1
186Summit Trail Advisors, LLC$364K1
187QUADRANT CAPITAL GROUP LLC$354K1
188DAVENPORT & Co LLC$354K1
189Formidable Asset Management, LLC$351K1
190Granite Investment Partners, LLC$346K1
191First National Advisers, LLC$332K1
192Lighthouse Investment Partners, LLC$316K1
193CAHABA WEALTH MANAGEMENT, INC.$315K1
194FRANKLIN RESOURCES INC$309K1
195CANADA PENSION PLAN INVESTMENT BOARD$302K1
196XPONANCE LLC$299K1
197Caldwell Investment Management Ltd.$294K1
198NATIONAL BANK OF CANADA /FI/$284K1
199SHUFRO ROSE & CO LLC$280K1
200Advyzon Investment Management, LLC$270K1
201PFG Investments, LLC$269K1
202Allworth Financial LP$261K1
203BROWN ADVISORY INC$259K1
204SFMG, LLC$255K1
205TEACHER RETIREMENT SYSTEM OF TEXAS$254K1
206M&T BANK CORP$250K1
207IHT Wealth Management, LLC$249K1
208DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$248K1
209DRW Securities, LLC$245K1
210Ensign Peak Advisors, Inc$245K1
211AE Wealth Management LLC$241K1
212EVERGREEN CAPITAL MANAGEMENT LLC$237K1
213Vann Equity Management LLC$235K1
214Aberdeen Wealth Management LLC$225K1
215SILVERCREST ASSET MANAGEMENT GROUP LLC$222K1
216ALPINE WOODS CAPITAL INVESTORS, LLC$219K1
217Utah Retirement Systems$217K1
218State of Wyoming$217K1
219Machina Capital S.A.S.$216K1
220DANSKE BANK A/S$212K1
221Badgley Phelps Wealth Managers, LLC$210K1
222Empowered Funds, LLC$206K1
223Strategic Equity Management$205K1
224Caprock Group, LLC$205K1
225FRG Family Wealth Advisors LLC$204K1
226BOK Financial Private Wealth, Inc.$160K1
227MAI Capital Management$159K1
228TORONTO DOMINION BANK$136K1
229TD Waterhouse Canada Inc.$117K1
230Rockefeller Capital Management L.P.$111K1
231Walleye Capital LLC$99.8K1
232Pinnacle Wealth Planning Services, Inc.$81.9K1
233Caitong International Asset Management Co., Ltd$76.6K1
234PEAK6 LLC$72.6K1
235NOMURA ASSET MANAGEMENT CO LTD$70.4K1
236MetLife Investment Management, LLC$68.0K1
237Quarry LP$66.5K1
238UMB Bank, n.a.$65.2K1
239SIGNATUREFD, LLC$60.9K1
240BNP Paribas Asset Management Holding S.A.$60.7K1
241THRIVENT FINANCIAL FOR LUTHERANS$54.8K1
242Tower Research Capital LLC (TRC)$52.4K1
243HM PAYSON & CO$50.6K1
244Arax Advisory Partners$42.7K1
245FINANCIAL CONSULATE, INC$40.4K1
246THOMPSON SIEGEL & WALMSLEY LLC$39.8K1
247Federation des caisses Desjardins du Quebec$38.0K1
248Atlantic Union Bankshares Corp$35.8K1
249NFSG Corp$35.2K1
250MATHER GROUP, LLC.$35.2K1
251Smartleaf Asset Management LLC$26.3K1
252Spire Wealth Management$22.1K1
253Korea Investment CORP$20.4K1
254NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$20.0K1
255BDF-GESTION$19.6K1
256Steward Partners Investment Advisory, LLC$19.6K1
257Chung Wu Investment Group, LLC$19.4K1
258MBM WEALTH CONSULTANTS, LLC$17.7K1
259Parkside Financial Bank & Trust$14.3K1
260VAN ECK ASSOCIATES CORP$14.3K1
261N.E.W. Advisory Services LLC$14.1K1
262Blue Trust, Inc.$14.1K1
263SFAM, LLC$12.7K1
264PRIVATE TRUST CO NA$10.0K1
265Larson Financial Group LLC$8.9K1
266Y.D. More Investments Ltd$8.7K1
267Moisand Fitzgerald Tamayo, LLC$8.2K1
268Clearstead Advisors, LLC$6.1K1
269DT Investment Partners, LLC$6.0K1
270OLD SECOND NATIONAL BANK OF AURORA$5.5K1
271Intentional Wealth Strategies, LLC$5.5K1
272BELLEVUE ASSET MANAGEMENT, LLC$5.1K1
273Sachetta, LLC$5.1K1
274Cromwell Holdings LLC$4.8K1
275Glen Eagle Advisors, LLC$4.8K1
276Medallion Wealth Advisors, LLC$4.7K1
277Elevated Capital Advisors, LLC$4.6K1
278North Growth Management Ltd.$4.5K1
279Mitsubishi UFJ Asset Management Co., Ltd.$4.4K1
280Geneos Wealth Management Inc.$4.4K1
281NEW YORK STATE TEACHERS RETIREMENT SYSTEM$4.3K1
282Cassaday & Co Wealth Management LLC$4.3K1
283Atlantic Edge Private Wealth Management, LLC$4.3K1
284True Wealth Design, LLC$4.2K1
285ASSETMARK, INC$3.9K1
286CENTRAL TRUST Co$3.5K1
287Rakuten Securities, Inc.$3.5K1
288South Dakota Investment Council$3.2K1
289BROWN, LISLE/CUMMINGS, INC.$3.2K1
290Arlington Trust Co LLC$2.9K1
291BankPlus Trust Department$2.9K1
292Grove Bank & Trust$2.8K1
293GODSEY & GIBB, INC$2.8K1
294Ramirez Asset Management, Inc.$2.8K1
295ALGERT GLOBAL LLC$2.6K1
296Private Wealth Management Group, LLC$2.6K1
297State of Alaska, Department of Revenue$2.0K1
298FARMERS & MERCHANTS INVESTMENTS INC$2.0K1
299SBI Securities Co., Ltd.$1.9K1
300CVA Family Office, LLC$1.8K1
301Treasurer of the State of North Carolina$1.8K1
302Owl Creek Wealth Partners LLC$1.7K1
303Meramec Financial Planners, LLC$1.7K1
304Bell Investment Advisors, Inc$1.6K1
305NATIXIS ADVISORS, LLC$1.4K1
306TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$1.4K1
307JFS WEALTH ADVISORS, LLC$1.0K1
308DELPHI MANAGEMENT INC /MA/$9881
309TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$9851
310Nvest Wealth Strategies, Inc.$9651
311MV CAPITAL MANAGEMENT, INC.$8871
312Prestige Wealth Management Group LLC$8871
313Ankerstar Wealth, LLC$7821
314MidFirst Bank$7821
315Clayton Financial Group LLC$7051
316Rialto Wealth Management, LLC$7051
317NEVILLE RODIE & SHAW INC$5691
318EASTERN BANK$5481
319LATHROP INVESTMENT MANAGEMENT CO$5231
320SouthState Bank Corp$4701
321TD Capital Management LLC$4691
322ASO GROUP Ltd$4621
323Hilltop National Bank$3911
324Manchester Capital Management LLC$3661
325GILPIN WEALTH MANAGEMENT, LLC$3661
326NBT BANK, N.A.$3131
327Vermillion Wealth Management, Inc.$2871
328Annis Gardner Whiting Capital Advisors, LLC$2611
329Abound Wealth Management$2091
330Three Bearings Fiduciary Advisors, Inc.$2091
331Smithfield Trust Co$2071
332CX Institutional$2061
333Physician Wealth Advisors, Inc.$1831
334Transamerica Financial Advisors, LLC$1821
335SJS Investment Consulting Inc.$1571
336ACADIAN ASSET MANAGEMENT LLC$1551
337KBC Group NV$1421
338SHP Wealth Management$1301
339LOUISBOURG INVESTMENTS INC.$1301
340ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1041
341HFM Investment Advisors, LLC$1041
342Signature Equity Partners, LLC$521
343DiNuzzo Private Wealth, Inc.$271
344Costello Asset Management, INC$261
345Scarborough Advisors, LLC$261
346Activest Wealth Management$261
347Kingdom Financial Group LLC.$261
348Evolution Advisers, Inc.$161
349Capital Analysts, LLC$21
350Centerpoint Advisors, LLC$21
351VANGUARD GROUP INC$01
352ARS Investment Partners, LLC$01
353HARBOUR INVESTMENTS, INC.$01
354JONES FINANCIAL COMPANIES LLLP$01
355COMERICA BANK$01
356WELLINGTON MANAGEMENT GROUP LLP$01
357GROUP ONE TRADING LLC$01
358VIRGINIA RETIREMENT SYSTEMS ET Al$01
359HARBOR CAPITAL ADVISORS, INC.$01
360Carlson Capital, L.P.$01
361EVERMAY WEALTH MANAGEMENT LLC$01
362KEYBANK NATIONAL ASSOCIATION/OH$01
363PROFUND ADVISORS LLC$01
364GUGGENHEIM CAPITAL LLC$01
365American Trust Investment Advisors, LLC$01
366CIBC Private Wealth Group LLC$01
367Grantham, Mayo, Van Otterloo & Co. LLC$01
368Magnetar Financial LLC$01
369Mariner, LLC$01
370NORGES BANK$01
371Blackstone Inc.$01
372MACQUARIE GROUP LTD$01
373OXFORD ASSET MANAGEMENT LLP$01
374Asset Dedication, LLC$01
375TWO SIGMA ADVISERS, LP$01
376Leonteq Securities AG$01
377Alpine Global Management, LLC$01
378Winch Advisory Services, LLC$01
379Penserra Capital Management LLC$01
380Versor Investments LP$01
381Symmetry Investments LP$01
382McIlrath & Eck, LLC$01
383DV Trading LLC$01
384ExodusPoint Capital Management, LP$01
385Global Retirement Partners, LLC$01
386Laurel Wealth Advisors LLC$01
387Summit Financial, LLC$01
388Qsemble Capital Management, LP$01
389TWINBEECH CAPITAL LP$01
390SAGE RHINO CAPITAL LLC$01
391Y-Intercept (Hong Kong) Ltd$01
392IEQ CAPITAL, LLC$01
393Kestra Advisory Services, LLC$01
394AlphaQuest LLC$01
395SageView Advisory Group, LLC$01
396Dunhill Financial, LLC$01
397SWAN Capital LLC$01
398Mendota Financial Group, LLC$01
399Impact Partnership Wealth, LLC$01
400LuminArx Capital Management LP$01
401Concurrent Investment Advisors, LLC$01
402Cetera Trust Company, N.A$01
403Wealth Watch Advisors, INC$01
404Keating Financial Advisory Services, Inc.$01
Truncated by Public Filings. The published aggregate ranks the top 404 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 AMTM

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for AMTM · financials and macro

Financials — as filed PLANNED

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