Public record / Tickers / AN

AN — AUTONATION, INC.

Both disclosure regimes on one name: who in Congress filed about AN, 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
13
all PTR rows naming AN
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
10-13
filed 2018-10-13
13F holders
486
top-486 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

Thomas J. Rooney · $15.0K–$50.0K

Sale · traded 2018-09-20 → filed 2018-10-13. Ranked over every AN row by the provable lower bound, never a point estimate.

No member disclosed AN 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 AN 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 AN · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning AN
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2018-10-13Thomas J. Rooney R–FL-17Sale · partial (partial sale)Traded 09-20 +23d$15K–$50K
2018-02-15Thomas J. Rooney R–FL-17SaleTraded 01-12 +34d$1K–$15K
2017-07-14Thomas J. Rooney R–FL-17PurchaseTraded 06-14 +30d$1K–$15K
2017-06-14Thomas J. Rooney R–FL-17SaleTraded 05-15 +30d$1K–$15K
2017-01-24Thomas J. Rooney R–FL-17PurchaseTraded 2016-12-12 +43d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 13 ↗

Members active in AN

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

No member disclosed AN in the trailing 12 months.

Congress ↔ notable managers · AN

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 · AUTONATION INC

Merged timeline of congressional filings and notable-manager moves on AN
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+46,844 sh
2026-05-15Bridgewater Associates 13Fnew+6,207 sh
2026-05-14Caxton Associates 13Fnew+6,501 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 AN for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$477M1
2Brave Warrior Advisors, LLC$302M1
3DIMENSIONAL FUND ADVISORS LP$289M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$284M1
5VANGUARD CAPITAL MANAGEMENT LLC$274M1
6Alyeska Investment Group, L.P.$174M1
7STATE STREET CORP$173M1
8AQR CAPITAL MANAGEMENT LLC$160M1
9Invesco Ltd.$147M1
10GEODE CAPITAL MANAGEMENT, LLC$97.7M1
11MORGAN STANLEY$95.1M1
12FMR LLC$75.7M1
13ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$74.9M1
14LYRICAL ASSET MANAGEMENT LP$73.4M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$67.3M1
16Simcoe Capital Management, LLC$57.6M1
17NORTHERN TRUST CORP$49.1M1
18Gotham Asset Management, LLC$46.4M1
19HORIZON KINETICS ASSET MANAGEMENT LLC$43.9M1
20D. E. Shaw & Co., Inc.$39.7M1
21Nuveen, LLC$39.3M1
22Bank of New York Mellon Corp$38.8M1
23BANK OF AMERICA CORP /DE/$37.9M1
24ADAGE CAPITAL PARTNERS GP, L.L.C.$34.2M1
25PRUDENTIAL FINANCIAL INC$34.0M1
26WEDGE CAPITAL MANAGEMENT L L P/NC$33.8M1
27VANGUARD FIDUCIARY TRUST CO$32.7M1
28FULLER & THALER ASSET MANAGEMENT, INC.$29.2M1
29Allianz Asset Management GmbH$27.2M1
30AMERICAN CENTURY COMPANIES INC$26.7M1
31AMERIPRISE FINANCIAL INC$25.6M1
32Quantinno Capital Management LP$21.0M1
33Squarepoint Ops LLC$20.4M1
34UBS Group AG$20.0M1
35RENAISSANCE TECHNOLOGIES LLC$17.9M1
36UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$17.7M1
37FRANKLIN RESOURCES INC$16.7M1
38RHUMBLINE ADVISERS$16.1M1
39VOLORIDGE INVESTMENT MANAGEMENT, LLC$15.7M1
40PRIVATE MANAGEMENT GROUP INC$15.3M1
41LPL Financial LLC$14.5M1
42Retirement Systems of Alabama$14.4M1
43Holocene Advisors, LP$14.1M1
44STIFEL FINANCIAL CORP$13.1M1
45Mitsubishi UFJ Trust & Banking Corp$13.1M1
46HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$13.0M1
47ALLIANCEBERNSTEIN L.P.$12.9M1
48TWO SIGMA INVESTMENTS, LP$12.6M1
49CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$11.4M1
50PRINCIPAL FINANCIAL GROUP INC$11.4M1
51Mountain Lake Investment Management LLC$11.0M1
52Edgestream Partners, L.P.$10.5M1
53Swiss National Bank$10.4M1
54SEI INVESTMENTS CO$10.3M1
55BARCLAYS PLC$10.3M1
56DEUTSCHE BANK AG\$9.9M1
57Candriam S.C.A.$9.2M1
58Legal & General Group Plc$9.1M1
59INVESTMENT HOUSE LLC$8.9M1
60Amundi$8.2M1
61STATE OF WISCONSIN INVESTMENT BOARD$8.2M1
62XTX Topco Ltd$8.2M1
63Trexquant Investment LP$7.9M1
64ExodusPoint Capital Management, LP$7.6M1
65STOREBRAND ASSET MANAGEMENT AS$7.0M1
66Susquehanna Portfolio Strategies, LLC$6.9M1
67FIRST TRUST ADVISORS LP$6.8M1
68RAYMOND JAMES FINANCIAL INC$6.8M1
69Assenagon Asset Management S.A.$6.2M1
70FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$5.6M1
71Numerai GP LLC$5.6M1
72MERCER GLOBAL ADVISORS INC /ADV$5.6M1
73Quantbot Technologies LP$5.3M1
74Livforsakringsbolaget Skandia, Omsesidigt$5.2M1
75JB Capital LLC$5.0M1
76PECAUT & CO.$5.0M1
77Engineers Gate Manager LP$4.9M1
78Voleon Capital Management LP$4.9M1
79WELLS FARGO & COMPANY/MN$4.7M1
80VANGUARD ASSET MANAGEMENT, Ltd$4.7M1
81CITADEL ADVISORS LLC$4.7M1
82Inspire Investing, LLC$4.6M1
83Mariner, LLC$4.5M1
84LAZARD ASSET MANAGEMENT LLC$4.5M1
85Universal- Beteiligungs- und Servicegesellschaft mbH$4.5M1
86Aquatic Capital Management LLC$4.4M1
87STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$4.3M1
88FIFTH THIRD BANCORP$4.3M1
89Corient Private Wealth LLC$4.2M1
90CONSCIOUS WEALTH INVESTMENTS, LLC$4.2M1
91Dana Investment Advisors, Inc.$4.1M1
92CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$4.1M1
93INTECH INVESTMENT MANAGEMENT LLC$4.1M1
94JANE STREET GROUP, LLC$4.1M1
95Grove Bank & Trust$3.9M1
96Garner Asset Management Corp$3.8M1
97Vanguard Global Advisers, LLC$3.8M1
98Prosperitas Financial LLC$3.8M1
99MILLENNIUM MANAGEMENT LLC$3.7M1
100EVOLVE PRIVATE WEALTH, LLC$3.7M1
101HITE Hedge Asset Management LLC$3.7M1
102MANUFACTURERS LIFE INSURANCE COMPANY, THE$3.7M1
103OpenArc Corporate Advisory, LLC$3.6M1
104CITIGROUP INC$3.6M1
105PEAK6 LLC$3.4M1
106CWM, LLC$3.3M1
107Quadrature Capital Ltd$3.3M1
108Rialto Wealth Management, LLC$3.2M1
109ROYAL BANK OF CANADA$3.1M1
110PDT Partners, LLC$3.0M1
111O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.0M1
112IEQ CAPITAL, LLC$2.9M1
113SCOPUS ASSET MANAGEMENT, L.P.$2.9M1
114BAYPOINTE PARTNERS LLC$2.9M1
115Cerity Partners LLC$2.9M1
116CIBC WORLD MARKET INC.$2.8M1
117VISION FINANCIAL MARKETS LLC$2.8M1
118Creative Planning$2.8M1
119JACOBS LEVY EQUITY MANAGEMENT, INC$2.8M1
120MetLife Investment Management, LLC$2.5M1
121WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.5M1
122Resolute Capital Asset Partners LLC$2.4M1
123Grantham, Mayo, Van Otterloo & Co. LLC$2.4M1
124Pathstone Holdings, LLC$2.4M1
125Janus Henderson Group Ltd.$2.4M1
126Boston Partners$2.4M1
127Advisors Preferred, LLC$2.3M1
128State of New Jersey Common Pension Fund D$2.2M1
129QRG CAPITAL MANAGEMENT, INC.$2.2M1
130Mork Capital Management, LLC$2.1M1
131NEW YORK STATE COMMON RETIREMENT FUND$2.1M1
132TEACHER RETIREMENT SYSTEM OF TEXAS$2.0M1
133STEPHENS INC /AR/$2.0M1
134NISA INVESTMENT ADVISORS, LLC$2.0M1
135Illinois Municipal Retirement Fund$2.0M1
136Institute for Wealth Management, LLC.$2.0M1
137RITHOLTZ WEALTH MANAGEMENT$2.0M1
138LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2.0M1
139MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.9M1
140Zurcher Kantonalbank (Zurich Cantonalbank)$1.9M1
141OSAIC HOLDINGS, INC.$1.9M1
142Point72 Asset Management, L.P.$1.8M1
143AXQ CAPITAL, LP$1.8M1
144Elser Financial Planning, Inc$1.7M1
145IVC Wealth Advisors LLC$1.7M1
146Focus Partners Wealth$1.7M1
147PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$1.6M1
148YOUSIF CAPITAL MANAGEMENT, LLC$1.6M1
149Jefferies Financial Group Inc.$1.6M1
150COMMONWEALTH EQUITY SERVICES, LLC$1.6M1
151Kendall Capital Management$1.6M1
152ENVESTNET ASSET MANAGEMENT INC$1.5M1
153Greenland Capital Management LP$1.5M1
154KLP KAPITALFORVALTNING AS$1.5M1
155CIBC Bancorp USA Inc.$1.5M1
156Arizona State Retirement System$1.4M1
157Summit Trail Advisors, LLC$1.4M1
158Cetera Investment Advisers$1.4M1
159Glenview Trust Co$1.4M1
160Man Group plc$1.4M1
161Vanguard Investments Australia, Ltd.$1.3M1
162LECAP ASSET MANAGEMENT LTD$1.3M1
163Baird Financial Group, Inc.$1.3M1
164Concurrent Investment Advisors, LLC$1.3M1
165FORA Capital, LLC$1.3M1
166COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.3M1
167CAXTON ASSOCIATES LLP$1.3M1
168Merit Financial Group, LLC$1.3M1
169GUGGENHEIM CAPITAL LLC$1.3M1
170KESTRA PRIVATE WEALTH SERVICES, LLC$1.2M1
171STATE OF MICHIGAN RETIREMENT SYSTEM$1.2M1
172Bridgewater Associates, LP$1.2M1
173Havemeyer Place LP$1.2M1
174Quantum Portfolio Management LLC$1.2M1
175PARADIGM ASSET MANAGEMENT CO LLC$1.2M1
17644 WEALTH MANAGEMENT LLC$1.1M1
177NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.1M1
178&PARTNERS$1.1M1
179Factorial Partners, LLC$1.1M1
180Kestra Advisory Services, LLC$1.1M1
181MML INVESTORS SERVICES, LLC$1.1M1
182HighTower Advisors, LLC$1.1M1
183Vanguard Personalized Indexing Management, LLC$1.1M1
184OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.1M1
185Dynasty Wealth Management, LLC$1.0M1
186Allworth Financial LP$1.0M1
187Marshall Financial Group, LLC$1.0M1
188SANDERS MORRIS HARRIS LLC$976K1
189Ameritas Investment Partners, Inc.$936K1
190Crewe Advisors LLC$930K1
191Focus Partners Advisor Solutions, LLC$928K1
192Sivia Capital Partners, LLC$927K1
193Callan Family Office, LLC$905K1
194BANK OF MONTREAL /CAN/$889K1
195Equitable Holdings, Inc.$886K1
196CANADA PENSION PLAN INVESTMENT BOARD$879K1
197NorthCrest Asset Manangement, LLC$849K1
198VARCOV Co.$843K1
199Financial Strategies Group, Inc.$837K1
200NorthRock Partners, LLC$832K1
201R Squared Ltd$828K1
202SAGESPRING WEALTH PARTNERS, LLC$825K1
203Pictet Asset Management Holding SA$823K1
204VISIONARY HORIZONS, LLC$817K1
205Perpetual Ltd$804K1
206VICTORY CAPITAL MANAGEMENT INC$799K1
207M&T BANK CORP$793K1
208Verition Fund Management LLC$767K1
209denkapparat Operations GmbH$739K1
210CSS LLC/IL$733K1
211Blue Trust, Inc.$728K1
212Index Technologies Group LLC$703K1
213Mutual Advisors, LLC$700K1
214Savant Capital, LLC$678K1
215Ethic Inc.$676K1
216Empowered Funds, LLC$670K1
217Strengthening Families & Communities, LLC$662K1
218NEW YORK LIFE INVESTMENT MANAGEMENT LLC$661K1
219Optimize Financial Inc$649K1
220BLAIR WILLIAM & CO/IL$646K1
221XPONANCE LLC$640K1
222ISLAY CAPITAL MANAGEMENT, LLC$639K1
223OP Asset Management Ltd$635K1
224Pallas Capital Advisors LLC$632K1
225TRUIST FINANCIAL CORP$584K1
226Machina Capital S.A.S.$562K1
227TBH Global Asset Management, LLC$557K1
228Blueshift Asset Management, LLC$536K1
229Rockefeller Capital Management L.P.$530K1
230HIGHLAND CAPITAL MANAGEMENT, LLC$525K1
231OPPENHEIMER ASSET MANAGEMENT INC.$523K1
232Tidal Investments LLC$506K1
233Compton Wealth Advisory Group, LLC$498K1
234MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$498K1
235BOOTHBAY FUND MANAGEMENT, LLC$494K1
236Crumly & Associates Inc.$476K1
237Legacy Advisory Services, LLC$473K1
238MITCHELL SINKLER & STARR/PA$473K1
239VOYA INVESTMENT MANAGEMENT LLC$467K1
240Crossmark Global Holdings, Inc.$465K1
241NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$464K1
242OCCUDO QUANTITATIVE STRATEGIES LP$460K1
243Vident Advisory, LLC$460K1
244OLD NATIONAL BANCORP /IN/$459K1
245INCEPTIONR LLC$458K1
246Evercore Wealth Management, LLC$434K1
247Larson Financial Group LLC$433K1
248Lido Advisors, LLC$432K1
249MQS Management LLC$423K1
250Quadrant Private Wealth Management, LLC$420K1
251Chicago Partners Investment Group LLC$420K1
252Prospera Financial Services Inc$400K1
253Dorsey & Whitney Trust CO LLC$394K1
254Mach-1 Financial Group, LLC$381K1
255Bull Harbor Capital LLC$381K1
256Ashton Thomas Private Wealth, LLC$375K1
257Federation des caisses Desjardins du Quebec$375K1
258SECURIAN ASSET MANAGEMENT, INC$370K1
259CHOREO, LLC$360K1
260Ensign Peak Advisors, Inc$354K1
261HSBC HOLDINGS PLC$343K1
262Abacus Planning Group, Inc.$335K1
263PANAGORA ASSET MANAGEMENT INC$333K1
264Schonfeld Strategic Advisors LLC$332K1
265Independent Advisor Alliance$331K1
266Qsemble Capital Management, LP$330K1
267Rafferty Asset Management, LLC$330K1
268Marathon Mission, Inc.$328K1
269Advisor Resource Council$326K1
270Swiss Life Asset Management Ltd$325K1
271SIGNATUREFD, LLC$323K1
272Krilogy Financial LLC$321K1
273Retirement Planning Group, LLC$319K1
274Central Pacific Bank - Trust Division$312K1
275DnB Asset Management AS$306K1
276EVERGREEN CAPITAL MANAGEMENT LLC$305K1
277Leisure Capital Management$300K1
278Deseret Mutual Benefit Administrators$300K1
279Kera Capital Partners, Inc.$299K1
280Verdence Capital Advisors LLC$293K1
281SILVERLAKE WEALTH MANAGEMENT LLC$293K1
282Vise Technologies, Inc.$287K1
283Utah Retirement Systems$284K1
284Inscription Capital, LLC$275K1
285Baker Ellis Asset Management LLC$273K1
286FEDERATED HERMES, INC.$270K1
287MORRIS FINANCIAL CONCEPTS, INC.$270K1
288CenterBook Partners LP$269K1
289UNITED CAPITAL FINANCIAL ADVISORS, LLC$266K1
290Optas, LLC$266K1
291Pictet North America Advisors SA$258K1
292Leonteq Securities AG$256K1
293DV Trading LLC$247K1
294FIRST NATIONAL TRUST CO$245K1
295HB Wealth Management, LLC$245K1
296COLDSTREAM CAPITAL MANAGEMENT INC$244K1
297SUSQUEHANNA INTERNATIONAL GROUP, LLP$242K1
298BTG Pactual Asset Management US LLC$240K1
299McLean Asset Management Corp$240K1
300Laird Norton Wetherby Trust Company, LLC$240K1
301WEXFORD CAPITAL LP$239K1
302Private Advisor Group, LLC$237K1
303Apollon Wealth Management, LLC$237K1
304US BANCORP \DE\$237K1
305SPWM Advisors LLC$236K1
306Arax Advisory Partners$234K1
307Maryland State Retirement & Pension System$232K1
308Aristides Capital LLC$229K1
309Kenora Financial, LLC$228K1
310Cambria Investment Management, L.P.$227K1
311CIBC Asset Management Inc$227K1
312Integrated Advisors Network LLC$227K1
313COMMERCE BANK$225K1
314Manchester Capital Management LLC$224K1
315Wedmont Private Capital$215K1
316Prosperity Consulting Group, LLC$210K1
317Modera Wealth Management, LLC$210K1
318Orion Porfolio Solutions, LLC$208K1
319Tower Research Capital LLC (TRC)$205K1
320ProShare Advisors LLC$204K1
321LANDAAS & CO /WI /ADV$201K1
322Caprock Group, LLC$201K1
323TD Waterhouse Canada Inc.$196K1
324MAI Capital Management$191K1
325NOMURA ASSET MANAGEMENT CO LTD$180K1
326Sterling Capital Management LLC$174K1
327UMB Bank, n.a.$157K1
328EXCHANGE TRADED CONCEPTS, LLC$150K1
329BFSG, LLC$129K1
330BNP Paribas Asset Management Holding S.A.$120K1
331LSV ASSET MANAGEMENT$97.2K1
332True Wealth Design, LLC$91.4K1
333Pinnacle Wealth Planning Services, Inc.$87.5K1
334QUADRANT CAPITAL GROUP LLC$66.0K1
335Reyes Financial Architecture, Inc.$66.0K1
336Migdal Insurance & Financial Holdings Ltd.$55.5K1
337Smartleaf Asset Management LLC$50.7K1
338Curat Global, LLC$43.0K1
339CVA Family Office, LLC$32.8K1
340HM PAYSON & CO$27.3K1
341Heritage Wealth Advisors$26.9K1
342Wilmington Savings Fund Society, FSB$26.6K1
343Parkside Financial Bank & Trust$21.7K1
344BROWN, LISLE/CUMMINGS, INC.$19.5K1
345Financial Perspectives, Inc$19.5K1
346Private Wealth Management Group, LLC$19.1K1
347Bell Investment Advisors, Inc$16.8K1
348PRIVATE TRUST CO NA$15.2K1
349BARTLETT & CO. WEALTH MANAGEMENT LLC$15.0K1
350JFS WEALTH ADVISORS, LLC$14.6K1
351Provenance Wealth Advisors, LLC$14.6K1
352HRT FINANCIAL LP$14.3K1
353Coastline Trust Co$12.7K1
354Rakuten Securities, Inc.$11.7K1
355WPG Advisers, LLC$9.8K1
356SIMPLEX TRADING, LLC$9.4K1
357ELEVATION WEALTH PARTNERS, LLC$8.8K1
358Steward Partners Investment Advisory, LLC$8.6K1
359Keating Financial Advisory Services, Inc.$8.6K1
360SJS Investment Consulting Inc.$8.4K1
361Pinnacle Bancorp, Inc.$8.4K1
362South Dakota Investment Council$8.0K1
363GROUP ONE TRADING LLC$6.8K1
364MANNING & NAPIER ADVISORS LLC$6.2K1
365Owl Creek Wealth Partners LLC$6.1K1
366Jackson, Grant Investment Advisers, Inc.$6.1K1
367NEW YORK STATE TEACHERS RETIREMENT SYSTEM$5.7K1
368AMERIFLEX GROUP, INC.$5.5K1
369ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$4.9K1
370Transamerica Financial Advisors, LLC$4.5K1
371WealthCollab, LLC$3.9K1
372Mitsubishi UFJ Asset Management Co., Ltd.$3.9K1
373FOSTER & MOTLEY INC$3.6K1
374CANADA LIFE ASSURANCE Co$3.4K1
375GSA CAPITAL PARTNERS LLP$3.3K1
376MidFirst Bank$3.3K1
377Medallion Wealth Advisors, LLC$3.3K1
378DiNuzzo Private Wealth, Inc.$2.7K1
379Cunning Capital Partners, LP$2.5K1
380KBC Group NV$2.4K1
381AMALGAMATED BANK$2.4K1
382Treasurer of the State of North Carolina$2.2K1
383Clearstead Advisors, LLC$2.1K1
384Marquette Asset Management, LLC$2.1K1
385Valued Wealth Advisors LLC$2.1K1
386Retirement Wealth Solutions LLC$2.1K1
387TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.8K1
388Vanguard National Trust Co$1.4K1
389Signature Equity Partners, LLC$1.4K1
390THRIVENT FINANCIAL FOR LUTHERANS$1.2K1
391ASSETMARK, INC$1.2K1
392Cromwell Holdings LLC$1.2K1
393Sachetta, LLC$1.2K1
394Redwood Investment Management, LLC$1.0K1
395JPL Wealth Management, LLC$9781
396TFC Financial Management, Inc.$7821
397HFM Investment Advisors, LLC$7811
398Vermillion Wealth Management, Inc.$5861
399Physician Wealth Advisors, Inc.$5861
400Vestcor Inc$5431
401State of Alaska, Department of Revenue$5071
402PEAPACK GLADSTONE FINANCIAL CORP$5021
403PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$4821
404SHP Wealth Management$3911
405Kentucky Retirement Systems$2651
406GHP Investment Advisors, Inc.$1961
407Employees Retirement System of Texas$431
408Penserra Capital Management LLC$291
409Matrix Trust Co$211
410CX Institutional$31
411Avion Wealth$01
412Activest Wealth Management$01
413BANK OF NOVA SCOTIA$01
414CENTRAL TRUST Co$01
415VANGUARD GROUP INC$01
416Tweedy, Browne Co LLC$01
417Brandywine Global Investment Management, LLC$01
418FULTON BANK, N.A.$01
419COMERICA BANK$01
420TORONTO DOMINION BANK$01
421SCHRODER INVESTMENT MANAGEMENT GROUP$01
422EASTERN BANK$01
423TRUST CO OF VERMONT$01
424DENALI ADVISORS LLC$01
425HUSSMAN STRATEGIC ADVISORS, INC.$01
426BALYASNY ASSET MANAGEMENT L.P.$01
427TOWLE & CO$01
428NATIXIS$01
429ALGERT GLOBAL LLC$01
430CIBC Private Wealth Group LLC$01
431NORGES BANK$01
432PRELUDE CAPITAL MANAGEMENT, LLC$01
433J. Goldman & Co LP$01
434SAMLYN CAPITAL, LLC$01
435Baker Avenue Asset Management, LP$01
436DRW Securities, LLC$01
437Lombard Odier Asset Management (USA) Corp$01
438Sequent Asset Management, LLC$01
439Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$01
440Brevan Howard Capital Management LP$01
441Atria Investments, Inc$01
442MIRABELLA FINANCIAL SERVICES LLP$01
443EP Wealth Advisors, LLC$01
444Sequoia Financial Advisors, LLC$01
445Lighthouse Investment Partners, LLC$01
446WINTON GROUP Ltd$01
447Versor Investments LP$01
448Cottage Street Advisors LLC$01
449Covalis Capital LLP$01
450McIlrath & Eck, LLC$01
451Qube Research & Technologies Ltd$01
452180 WEALTH ADVISORS, LLC$01
453Howard Capital Management, LLC$01
454Global Retirement Partners, LLC$01
455Farringdon Capital, Ltd.$01
456Oak Thistle LLC$01
457Cynosure Group, LLC$01
458Wealthfront Advisers LLC$01
459Geneos Wealth Management Inc.$01
460Y-Intercept (Hong Kong) Ltd$01
461Brooklyn Investment Group$01
462Aaron Wealth Advisors LLC$01
463HUB Investment Partners, LLC$01
464Interchange Capital Partners, LLC$01
465EMC Capital Management$01
466Spire Wealth Management$01
467AlphaQuest LLC$01
468Allspring Global Investments Holdings, LLC$01
469Forum Financial Management, LP$01
470Nilsine Partners, LLC$01
471SageView Advisory Group, LLC$01
472Signature Resources Capital Management, LLC$01
473Dunhill Financial, LLC$01
474Caitong International Asset Management Co., Ltd$01
475Quarry LP$01
476Moran Wealth Management, LLC$01
477Envestnet Portfolio Solutions, Inc.$01
478Savvy Advisors, Inc.$01
479Diversify Advisory Services, LLC$01
480Motiv8 Investments LLC$01
481Fieldview Capital Management, LLC$01
482Aster Capital Management (DIFC) Ltd$01
483Emmett Investment Management, LP$01
484Bayforest Capital Ltd$01
485North Dakota State Investment Board$01
486Lotus Technology Management, LP$01
Truncated by Public Filings. The published aggregate ranks the top 486 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 AN

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for AN · financials and macro

Financials — as filed PLANNED

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