Public record / Tickers / AON

AON — Aon plc

Both disclosure regimes on one name: who in Congress filed about AON, 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 AON
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
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

Jefferson Shreve · $15.0K–$50.0K

Sale · traded 2025-05-08 → filed 2025-06-22. Ranked over every AON row by the provable lower bound, never a point estimate.

1 member · 1 buys / 0 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

2 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 AON · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning AON
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2025-06-22Jefferson Shreve R–IN-6SaleTraded 05-08 +45d$15K–$50K
2025-06-17Thomas H. Kean, Jr. R–NJ-7PurchaseTraded 05-27 +21d$1K–$15K
2025-04-11Jefferson Shreve R–IN-6PurchaseTraded 03-13 +29d$15K–$50K
2024-08-16Kathy E. Manning D–NC-6Sale · partial · SP (partial sale, spouse-owned)Traded 07-02 +45d$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 40 ↗

Members active in AON

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing AON 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.
Alan Armstrong R–OK1$1.0K to $15.0K2

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

Congress ↔ notable managers · AON

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
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 · AON PLC

Merged timeline of congressional filings and notable-manager moves on AON
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Viking Global Investors 13Fadd+303,464 sh
2026-05-15Gotham Asset Management 13Fadd+7,296 sh
2026-05-15Tudor Investment Corp 13Fnew+61,000 sh
2026-05-15Bridgewater Associates 13Fadd+6,851 sh
2026-05-15Berkshire Hathaway 13Fexit−3,602,995 sh
2026-05-15Moore Capital Management 13Fexit−139,600 sh
2026-05-14Baupost Group 13Fnew+769,000 sh
2026-05-01Markel Group 13Fadd+1,750 sh

9 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 AON for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$5.2B1
2VANGUARD CAPITAL MANAGEMENT LLC$4.4B1
3Capital World Investors$3.7B1
4STATE STREET CORP$3.0B1
5MASSACHUSETTS FINANCIAL SERVICES CO /MA/$2.8B1
6DODGE & COX$2.6B1
7MORGAN STANLEY$2.1B1
8VANGUARD PORTFOLIO MANAGEMENT LLC$1.5B1
9DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$952M1
10Independent Franchise Partners LLP$835M1
11Mitsubishi UFJ Asset Management Co., Ltd.$812M1
12FARALLON CAPITAL MANAGEMENT, L.L.C.$811M1
13NORTHERN TRUST CORP$672M1
14WCM INVESTMENT MANAGEMENT, LLC$633M1
15Boston Partners$631M1
16Artisan Partners Limited Partnership$531M1
17BANK OF AMERICA CORP /DE/$511M1
18Veritas Asset Management LLP$491M1
19Amundi$485M1
20Invesco Ltd.$480M1
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC$437M1
22POLEN CAPITAL MANAGEMENT LLC$437M1
23Legal & General Group Plc$433M1
24Mawer Investment Management Ltd.$412M1
25UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$407M1
26DIMENSIONAL FUND ADVISORS LP$405M1
27VANGUARD FIDUCIARY TRUST CO$396M1
28LAZARD ASSET MANAGEMENT LLC$393M1
29CANTILLON CAPITAL MANAGEMENT LLC$354M1
30VIKING GLOBAL INVESTORS LP$351M1
31Vontobel Holding Ltd.$323M1
32Wealthspire Advisors, LLC$318M1
33AQR CAPITAL MANAGEMENT LLC$316M1
34Longview Partners (Guernsey) LTD$315M1
35UBS Group AG$292M1
36Nuveen, LLC$275M1
37Capital International Investors$261M1
38ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$257M1
39FIL Ltd$241M1
40First Pacific Advisors, LP$227M1
41ROYAL BANK OF CANADA$222M1
42Meritage Group LP$220M1
43ALTRINSIC GLOBAL ADVISORS LLC$213M1
44DEUTSCHE BANK AG\$208M1
45Focus Partners Wealth$204M1
46COMGEST GLOBAL INVESTORS S.A.S.$203M1
47Swiss National Bank$193M1
48OMERS ADMINISTRATION Corp$183M1
49Fiera Capital Corp$178M1
50MANUFACTURERS LIFE INSURANCE COMPANY, THE$177M1
51FMR LLC$169M1
52USS Investment Management Ltd$162M1
53Southpoint Capital Advisors LP$161M1
54CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$154M1
55National Pension Service$153M1
56Vanguard Global Advisers, LLC$151M1
57EAGLE CAPITAL MANAGEMENT LLC$150M1
58SEI INVESTMENTS CO$146M1
59ENVESTNET ASSET MANAGEMENT INC$137M1
60BLAIR WILLIAM & CO/IL$136M1
61WELLS FARGO & COMPANY/MN$118M1
62VANGUARD ASSET MANAGEMENT, Ltd$117M1
63FRANKLIN RESOURCES INC$117M1
64HSBC HOLDINGS PLC$114M1
65Haverford Trust Co$112M1
66DAVENPORT & Co LLC$109M1
67Prana Capital Management, LP$104M1
68Bowie Capital Management, LLC$104M1
69Cryder Capital Partners LLP$104M1
70AVIVA PLC$100M1
71BNP Paribas Asset Management Holding S.A.$94.1M1
72BANK OF MONTREAL /CAN/$93.0M1
73BRISTOL JOHN W & CO INC /NY/$91.4M1
74CANADA PENSION PLAN INVESTMENT BOARD$86.8M1
75SCHARF INVESTMENTS, LLC$82.3M1
76BloombergSen Inc.$82.0M1
77PRINCIPAL FINANCIAL GROUP INC$81.0M1
78CITIGROUP INC$80.8M1
79ALLIANCEBERNSTEIN L.P.$77.7M1
80RAYMOND JAMES FINANCIAL INC$75.7M1
81Verition Fund Management LLC$73.7M1
82Quantinno Capital Management LP$72.9M1
83BALYASNY ASSET MANAGEMENT L.P.$72.4M1
84Ensign Peak Advisors, Inc$72.0M1
85ADAGE CAPITAL PARTNERS GP, L.L.C.$71.7M1
86WEITZ INVESTMENT MANAGEMENT, INC.$69.0M1
87FIDUCIENT ADVISORS LLC$59.2M1
88STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$58.6M1
89TEACHER RETIREMENT SYSTEM OF TEXAS$58.4M1
90EMINENCE CAPITAL, LP$57.8M1
91NOMURA ASSET MANAGEMENT CO LTD$56.3M1
92Korea Investment CORP$54.3M1
93MACKENZIE FINANCIAL CORP$53.7M1
94HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$51.4M1
95Aberdeen Group plc$51.2M1
96GFI Investment Counsel Ltd.$50.8M1
97Petrus Trust Company, LTA$49.5M1
98STIFEL FINANCIAL CORP$48.1M1
99Zurich Insurance Group Ltd/FI$47.9M1
100YCG, LLC$47.5M1
101INTECH INVESTMENT MANAGEMENT LLC$46.6M1
102M.D. Sass, LLC$46.0M1
103Man Group plc$44.9M1
104STOREBRAND ASSET MANAGEMENT AS$44.4M1
105MARKEL GROUP INC.$43.8M1
106NATIONAL BANK OF CANADA /FI/$43.8M1
107Nippon Life Global Investors Americas, Inc.$42.2M1
108D. E. Shaw & Co., Inc.$41.4M1
109DAVIS R M INC$41.3M1
110AMF Tjanstepension AB$39.7M1
111HM PAYSON & CO$39.5M1
112DANSKE BANK A/S$38.9M1
113VOYA INVESTMENT MANAGEMENT LLC$38.9M1
114TCTC Holdings, LLC$38.7M1
1151832 Asset Management L.P.$38.6M1
116SCHRODER INVESTMENT MANAGEMENT GROUP$38.3M1
117VOLORIDGE INVESTMENT MANAGEMENT, LLC$37.1M1
118Schonfeld Strategic Advisors LLC$36.8M1
119STATE OF WISCONSIN INVESTMENT BOARD$35.9M1
120Tidal Investments LLC$35.8M1
121Cannell & Spears LLC$35.5M1
122Chevy Chase Trust Holdings, LLC$35.1M1
123Ironvine Capital Partners, LLC$34.8M1
124Woodline Partners LP$33.0M1
125LPL Financial LLC$33.0M1
126Vanguard Investments Australia, Ltd.$32.9M1
127Broad Run Investment Management, LLC$32.7M1
128Capital International, Inc./CA/$31.9M1
129Obermeyer Wealth Partners$31.7M1
130Zurcher Kantonalbank (Zurich Cantonalbank)$31.7M1
131KLP KAPITALFORVALTNING AS$31.6M1
132APG Asset Management N.V.$31.4M1
133GATEWAY INVESTMENT ADVISERS LLC$31.2M1
134Asset Management One Co., Ltd.$30.4M1
135FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$30.1M1
136Onex Canada Asset Management Inc.$29.9M1
137WELLINGTON MANAGEMENT GROUP LLP$29.5M1
138CAPITOLIS LIQUID GLOBAL MARKETS LLC$29.2M1
139Summit Trail Advisors, LLC$29.1M1
140Pictet Asset Management Holding SA$29.0M1
141Gotham Asset Management, LLC$28.7M1
142ROYAL LONDON ASSET MANAGEMENT LTD$28.5M1
143Swedbank AB$28.2M1
144Advisors Capital Management, LLC$27.9M1
145TD ASSET MANAGEMENT INC$26.0M1
146ASSETMARK, INC$26.0M1
147CITADEL ADVISORS LLC$25.9M1
148Mariner, LLC$25.0M1
149CIBC Bancorp USA Inc.$24.3M1
150Capital International Sarl$23.3M1
151Squarepoint Ops LLC$23.2M1
152SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$23.1M1
153State of New Jersey Common Pension Fund D$22.7M1
154Lansforsakringar Fondforvaltning AB (publ)$22.3M1
155CIBC Asset Management Inc$22.3M1
156Cerity Partners LLC$21.7M1
157SEB Asset Management AB$21.6M1
158Distillate Capital Partners LLC$21.2M1
159PICTON MAHONEY ASSET MANAGEMENT$20.3M1
160BANK OF NOVA SCOTIA$20.2M1
161JLB & ASSOCIATES INC$20.0M1
162Alyeska Investment Group, L.P.$19.9M1
163Tredje AP-fonden$19.7M1
164PUBLIC SECTOR PENSION INVESTMENT BOARD$19.7M1
165TUDOR INVESTMENT CORP ET AL$19.7M1
166CREDIT AGRICOLE S A$19.0M1
167Czech National Bank$18.9M1
168XPONANCE LLC$18.8M1
169Resona Asset Management Co.,Ltd.$18.7M1
170Saraza Management, LP$18.5M1
171Avalon Trust Co$18.5M1
172STATE OF MICHIGAN RETIREMENT SYSTEM$18.1M1
173Arizona State Retirement System$18.1M1
174IEQ CAPITAL, LLC$17.1M1
175Robeco Institutional Asset Management B.V.$17.0M1
176Rafferty Asset Management, LLC$16.8M1
177COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$16.1M1
178Creative Planning$16.1M1
179CIBC WORLD MARKET INC.$16.1M1
180BARINGS LLC$14.9M1
181Varma Mutual Pension Insurance Co$14.9M1
182Retirement Systems of Alabama$14.7M1
183DnB Asset Management AS$14.4M1
184Suncoast Equity Management$14.3M1
185Mirae Asset Global Investments Co., Ltd.$14.1M1
186ProShare Advisors LLC$13.9M1
187Allianz Asset Management GmbH$13.9M1
188STEPHENS INC /AR/$13.7M1
189HighTower Advisors, LLC$13.6M1
190Orion Porfolio Solutions, LLC$13.5M1
191IFM Investors Pty Ltd$13.2M1
192CORSAIR CAPITAL MANAGEMENT, L.P.$12.9M1
193Daiwa Securities Group Inc.$12.7M1
194Corient Private Wealth LLC$12.6M1
195Pathstone Holdings, LLC$12.5M1
196Artemis Investment Management LLP$11.9M1
197Cetera Investment Advisers$11.8M1
198FRONTIER CAPITAL MANAGEMENT CO LLC$11.3M1
199CAPITAL INTERNATIONAL LTD /CA/$11.2M1
200Utah Retirement Systems$11.0M1
201FACTORY MUTUAL INSURANCE CO$11.0M1
202Point72 Asset Management, L.P.$10.7M1
203Eurizon Capital SGR S.p.A.$10.3M1
204Sone Capital Management, LLC$10.2M1
205BEESE FULMER INVESTMENT MANAGEMENT, INC.$10.1M1
206TRUIST FINANCIAL CORP$10.1M1
207Baird Financial Group, Inc.$9.9M1
208NEOS Investment Management LLC$9.9M1
209O'SHAUGHNESSY ASSET MANAGEMENT, LLC$9.9M1
210Elo Mutual Pension Insurance Co$9.7M1
211Engineers Gate Manager LP$9.5M1
212CWM, LLC$9.5M1
213PRUDENTIAL FINANCIAL INC$9.4M1
214Sumitomo Mitsui DS Asset Management Company, Ltd$9.2M1
215BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$9.1M1
216MML INVESTORS SERVICES, LLC$9.0M1
217Philadelphia Financial Management of San Francisco, LLC$9.0M1
218MERCER GLOBAL ADVISORS INC /ADV$9.0M1
219FIRST TRUST ADVISORS LP$8.9M1
220CLIFFORD SWAN INVESTMENT COUNSEL LLC$8.7M1
221Vanguard Personalized Indexing Management, LLC$8.7M1
222AMERICAN CENTURY COMPANIES INC$8.7M1
223Vinva Investment Management Ltd$8.7M1
224Janus Henderson Group Ltd.$8.6M1
225OLD NATIONAL BANCORP /IN/$8.5M1
226OPPENHEIMER ASSET MANAGEMENT INC.$8.5M1
227GHP Investment Advisors, Inc.$8.5M1
228FIFTH THIRD BANCORP$8.4M1
229Callan Family Office, LLC$8.3M1
230US BANCORP \DE\$8.0M1
231OREGON PUBLIC EMPLOYEES RETIREMENT FUND$8.0M1
232Capital Group Private Client Services, Inc.$7.9M1
233Qube Research & Technologies Ltd$7.9M1
234M&T BANK CORP$7.8M1
235Dash Acquisitions Inc.$7.7M1
236WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$7.6M1
237FIRST MANHATTAN CO. LLC.$7.4M1
238OSAIC HOLDINGS, INC.$7.4M1
239YHB Investment Advisors, Inc.$7.4M1
240Hyperion Capital Advisors LP$7.4M1
241Federation des caisses Desjardins du Quebec$7.4M1
242Live Oak Private Wealth LLC$7.4M1
243MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$7.4M1
244FORA Capital, LLC$7.3M1
245Empowered Funds, LLC$7.3M1
246MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$7.2M1
247Waverly Advisors, LLC$7.1M1
248STRATEGY ASSET MANAGERS LLC$7.1M1
249Fiduciary Group, LLC$7.0M1
250CARDEROCK CAPITAL MANAGEMENT INC$7.0M1
251Bleakley Financial Group, LLC$6.9M1
252Bridgewater Advisors Inc.$6.8M1
253NORDEA INVESTMENT MANAGEMENT AB$6.7M1
254KWMG, LLC$6.6M1
255ASR Vermogensbeheer N.V.$6.6M1
256Bridgewater Associates, LP$6.5M1
257GUGGENHEIM CAPITAL LLC$6.5M1
258MILLENNIUM MANAGEMENT LLC$6.4M1
259GERBER, LLC$6.3M1
260TWO SIGMA INVESTMENTS, LP$6.3M1
261COMMERCE BANK$6.3M1
262ABN AMRO INVESTMENT SOLUTIONS$6.2M1
263Obion Capital Management LP$6.2M1
264Avanza Fonder AB$6.1M1
265Savant Capital, LLC$6.0M1
266MACQUARIE GROUP LTD$6.0M1
267Sanctuary Advisors, LLC$5.8M1
268COMMONWEALTH EQUITY SERVICES, LLC$5.8M1
269Haverford Financial Services, Inc.$5.8M1
270Bell Asset Management Ltd$5.8M1
271SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.6M1
272PRUDENTIAL PLC$5.4M1
273Berman McAleer LLC$5.4M1
274Investment Management Corp of Ontario$5.3M1
275Graham Capital Management, L.P.$5.2M1
276Sequoia Financial Advisors, LLC$5.1M1
277Wealthfront Advisers LLC$5.1M1
278Cresset Asset Management, LLC$5.0M1
279Kestra Advisory Services, LLC$5.0M1
280Illinois Municipal Retirement Fund$5.0M1
281JOHNSON INVESTMENT COUNSEL INC$4.8M1
282Aptus Capital Advisors, LLC$4.8M1
283Osmosis Investment Management UK Ltd$4.5M1
284PITTENGER & ANDERSON INC$4.5M1
285UNITED CAPITAL FINANCIAL ADVISORS, LLC$4.5M1
286Trexquant Investment LP$4.4M1
287Jasper Ridge Partners, L.P.$4.3M1
288Atria Investments, Inc$4.3M1
289Modera Wealth Management, LLC$4.2M1
290NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.2M1
291MIZUHO SECURITIES USA LLC$4.2M1
292Marks Group Wealth Management, Inc$4.2M1
293BUCKHEAD CAPITAL MANAGEMENT LLC$3.9M1
294Norinchukin Bank, The$3.9M1
295Rockefeller Capital Management L.P.$3.8M1
296Laird Norton Wetherby Trust Company, LLC$3.8M1
297RENAISSANCE TECHNOLOGIES LLC$3.7M1
298Accurate Wealth Management, LLC$3.7M1
299Clearstead Advisors, LLC$3.7M1
300&PARTNERS$3.6M1
301MAI Capital Management$3.6M1
302JANE STREET GROUP, LLC$3.6M1
303Miller Capital Partners, Inc.$3.6M1
304Wealthspire Retirement, LLC$3.5M1
305REGIONS FINANCIAL CORP$3.5M1
306ELEVATION POINT WEALTH PARTNERS, LLC$3.5M1
307World Investment Advisors$3.4M1
308Merit Financial Group, LLC$3.4M1
309Steward Partners Investment Advisory, LLC$3.4M1
310Machina Capital S.A.S.$3.4M1
311Radnor Capital Management, LLC$3.4M1
312EXENCIAL WEALTH ADVISORS, LLC$3.4M1
313Maryland State Retirement & Pension System$3.4M1
314SCOTIA CAPITAL INC.$3.3M1
3152Xideas AG$3.3M1
316Sivia Capital Partners, LLC$3.3M1
317Voleon Capital Management LP$3.3M1
318Pure Financial Advisors, LLC$3.3M1
319Larson Financial Group LLC$3.2M1
320ANDERSON HOAGLAND & CO$3.2M1
321Pine Valley Investments Ltd Liability Co$3.2M1
322Allspring Global Investments Holdings, LLC$3.1M1
323MV CAPITAL MANAGEMENT, INC.$3.1M1
324Diversified Trust Co$3.1M1
325CITIZENS FINANCIAL GROUP INC/RI$3.0M1
326Tower Research Capital LLC (TRC)$3.0M1
327Private Advisor Group, LLC$3.0M1
328LBMC INVESTMENT ADVISORS, LLC$2.9M1
329NICOLET BANKSHARES INC$2.9M1
330MUFG Securities EMEA plc$2.8M1
331FIRST FOUNDATION ADVISORS$2.8M1
332Burkett Asset Management Ltd$2.8M1
333Lido Advisors, LLC$2.7M1
334Equitable Holdings, Inc.$2.7M1
335Assenagon Asset Management S.A.$2.7M1
336ProVise Management Group, LLC$2.6M1
337TD Waterhouse Canada Inc.$2.6M1
338VestGen Advisors, LLC$2.6M1
339Vestmark Advisory Solutions, Inc.$2.6M1
340Metis Global Partners, LLC$2.5M1
341Verdence Capital Advisors LLC$2.5M1
342Northwest & Ethical Investments L.P.$2.4M1
343Saudi Central Bank$2.4M1
344HB Wealth Management, LLC$2.4M1
345Americana Partners, LLC$2.4M1
346Legacy Wealth Asset Management, LLC$2.4M1
347DRW Securities, LLC$2.4M1
348CHOREO, LLC$2.3M1
349Capital Group Investment Management Pte. Ltd.$2.3M1
350Crossmark Global Holdings, Inc.$2.3M1
351KEYBANK NATIONAL ASSOCIATION/OH$2.3M1
352TOKIO MARINE ASSET MANAGEMENT CO LTD$2.2M1
353Vident Advisory, LLC$2.2M1
354ExodusPoint Capital Management, LP$2.2M1
355Lafayette Investments, Inc.$2.2M1
356PFA Pension, Forsikringsaktieselskab$2.2M1
357Salvus Wealth Management, LLC$2.2M1
358Lombard Odier Asset Management (Switzerland) SA$2.2M1
359NewEdge Advisors, LLC$2.2M1
360Catalyst Capital Advisors LLC$2.1M1
361Ascent Group, LLC$2.1M1
362PERSONAL CFO SOLUTIONS, LLC$2.0M1
363NOMURA HOLDINGS INC$2.0M1
364AIRE ADVISORS, LLC$2.0M1
365QRG CAPITAL MANAGEMENT, INC.$2.0M1
366NewEdge Wealth, LLC$2.0M1
367North Dakota State Investment Board$2.0M1
368ASHTON THOMAS SECURITIES, LLC$1.9M1
369K.J. Harrison & Partners Inc$1.9M1
370EP Wealth Advisors, LLC$1.9M1
371OPPENHEIMER & CO INC$1.9M1
372ANCHOR CAPITAL ADVISORS LLC$1.9M1
373Beacon Pointe Advisors, LLC$1.9M1
374SECURIAN ASSET MANAGEMENT, INC$1.9M1
375Dai-ichi Life Insurance Company, Ltd$1.9M1
376Warner Group LLC$1.9M1
377OCCUDO QUANTITATIVE STRATEGIES LP$1.8M1
378Meeder Advisory Services, Inc.$1.8M1
379BROWN ADVISORY INC$1.8M1
380Brooklyn Investment Group$1.8M1
381BANK OF NOVA SCOTIA TRUST CO$1.7M1
382OneDigital Investment Advisors LLC$1.7M1
383Caldwell Trust Co$1.7M1
384Concurrent Investment Advisors, LLC$1.7M1
385Snowden Capital Advisors LLC$1.6M1
386NorthCrest Asset Manangement, LLC$1.6M1
387Caprock Group, LLC$1.6M1
388COLDSTREAM CAPITAL MANAGEMENT INC$1.6M1
389OSSIAM$1.6M1
390Triumph Capital Management$1.6M1
391Mesirow Financial Investment Management, Inc.$1.6M1
392ROMANO BROTHERS AND COMPANY$1.6M1
393MGO ONE SEVEN LLC$1.5M1
394QUADRANT CAPITAL GROUP LLC$1.5M1
395Waterfront Wealth Inc.$1.5M1
396DIVERSIFY WEALTH MANAGEMENT, LLC$1.5M1
397Parkside Financial Bank & Trust$1.5M1
398Value Partners Investments Inc.$1.5M1
399Richard Bernstein Advisors LLC$1.4M1
400ENTERPRISE FINANCIAL SERVICES CORP$1.4M1
401NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$1.4M1
402Ashton Thomas Private Wealth, LLC$1.4M1
403Greenland Capital Management LP$1.4M1
404Banque Cantonale Vaudoise$1.4M1
405Biltmore Family Office, LLC$1.4M1
406NORDEN GROUP LLC$1.4M1
407Cambria Investment Management, L.P.$1.3M1
408MISSION WEALTH MANAGEMENT, LP$1.3M1
409MATTERN CAPITAL MANAGEMENT, LLC$1.3M1
410EXCHANGE TRADED CONCEPTS, LLC$1.3M1
411Portside Wealth Group, LLC$1.3M1
412Chesley Taft & Associates LLC$1.3M1
413Accredited Investors Inc.$1.3M1
414WEALTHEDGE INVESTMENT ADVISORS, LLC$1.3M1
415Dynasty Wealth Management, LLC$1.3M1
416Ellis Investment Partners, LLC$1.3M1
417Focus Partners Advisor Solutions, LLC$1.2M1
418LGT Fund Management Co Ltd.$1.2M1
419Curated Wealth Partners LLC$1.2M1
420Regal Investment Advisors LLC$1.2M1
421NorthRock Partners, LLC$1.2M1
422Vise Technologies, Inc.$1.2M1
423Silver Lake Advisory, LLC$1.2M1
424PANAGORA ASSET MANAGEMENT INC$1.2M1
425Allworth Financial LP$1.2M1
426EVOLVE PRIVATE WEALTH, LLC$1.2M1
427Canton Hathaway, LLC$1.1M1
428Chicago Partners Investment Group LLC$1.1M1
429ABN AMRO Bank N.V.$1.1M1
430SIGNATUREFD, LLC$1.1M1
431LGT Group Foundation$1.1M1
432Bank Pictet & Cie (Europe) AG$1.1M1
433PRINCIPAL SECURITIES, INC.$1.1M1
434Apollon Wealth Management, LLC$1.1M1
435Gibbs Wealth Management$1.1M1
436UPTICK PARTNERS, LLC$1.1M1
437DUNCKER STREETT & CO INC$1.1M1
438U.S. Capital Wealth Advisors, LLC$1.1M1
439Stratos Wealth Partners, LTD.$1.0M1
440Diversified Enterprises, LLC$1.0M1
441Comprehensive Financial Management LLC$1.0M1
442Chicago Capital, LLC$1.0M1
443Marble Harbor Investment Counsel, LLC$1.0M1
444Nordwand Advisors, LLC$996K1
445Frank, Rimerman Advisors LLC$992K1
446Citrine Capital LLC$991K1
447Pinnacle Financial Partners, Inc.$990K1
448Intellectus Partners, LLC$989K1
449Henshaw Capital LLC$987K1
450Pekin Hardy Strauss, Inc.$978K1
451ARTHUR M. COHEN & ASSOCIATES, LLC$970K1
452Perigon Wealth Management, LLC$968K1
453RBF Capital, LLC$968K1
454OXFORD FINANCIAL GROUP, LTD. LLC$959K1
455Perpetual Ltd$955K1
456GeoWealth Management, LLC$942K1
457PFW Advisors LLC$929K1
458Armor Investment Advisors, LLC$919K1
459MATHER GROUP, LLC.$905K1
460KESTRA PRIVATE WEALTH SERVICES, LLC$898K1
461RITHOLTZ WEALTH MANAGEMENT$888K1
462Joel Isaacson & Co., LLC$882K1
463Compound Planning, Inc.$882K1
464Beverly Hills Private Wealth, LLC$880K1
465Circle Wealth Management, LLC$876K1
466GFS Advisors, LLC$876K1
467Mutual Advisors, LLC$871K1
468Sompo Asset Management Co., Ltd.$868K1
469Kingsview Wealth Management, LLC$862K1
470LBP AM SA$857K1
471Foundation Wealth Management, LLC$856K1
472WEBSTERROGERS FINANCIAL ADVISORS, LLC$854K1
473Koa Wealth Management, LLC$851K1
474Parallax Volatility Advisers, L.P.$849K1
475Modern Wealth Management, LLC$820K1
476Harbor Advisors LLC$807K1
477CRUX WEALTH ADVISORS$781K1
478Trust Asset Management LLC$771K1
479Advisor OS, LLC$766K1
480Connecticut Wealth Management, LLC$757K1
481GRIFFIN ASSET MANAGEMENT, INC.$754K1
482Factor Wealth Management LTD$750K1
483a16z Perennial Management, L.P.$746K1
484Pallas Capital Advisors LLC$744K1
485Arax Advisory Partners$735K1
486Act Two Investors LLC$734K1
487Capital Investment Advisors, LLC$733K1
488Aviso Financial Inc.$732K1
489FIDELIS CAPITAL PARTNERS, LLC$730K1
490Future Fund LLC$729K1
491Three Seasons Wealth, LLC$727K1
492Evernest Financial Advisors, LLC$722K1
493Greenspring Advisors, LLC$721K1
494Bangor Savings Bank$718K1
495MBL Wealth, LLC$715K1
496MOKAN Wealth Management Inc.$711K1
497Founders Financial Alliance, LLC$703K1
498MONETA GROUP INVESTMENT ADVISORS LLC$703K1
499Cache Advisors, LLC$701K1
500Wilmington Savings Fund Society, FSB$699K1
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 / 0 sell
Congress net ($ bound)$1.0K to $15.0K
Filers net (actions)not in build
Filers net ($ 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 AON

RETAINED WINDOW · ACTIVE HITS
Signal hits naming AON
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for AON · financials and macro

Financials — as filed PLANNED

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