Public record / Tickers / AOS

AOS — SMITH A O CORP

Both disclosure regimes on one name: who in Congress filed about AOS, 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
38
all PTR rows naming AOS
Members · 12m
1
1 buys · 2 sells · by trade date
Latest PTR
08-05
filed 2026-08-05
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

Greg Gianforte · $100K–$250K

Purchase · traded 2019-06-12 → filed 2019-07-01. Ranked over every AOS 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.

14 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

9 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. 9 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING AOS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning AOS
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 2025-09-23 LATE·316d$1K–$15K
2026-08-05Julie Johnson D–TX-32Purchase · JT (jointly owned)Traded 2025-09-23 LATE·316d$1K–$15K
2025-10-07Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 09-25 +12d$1K–$15K
2025-05-02April McClain Delaney D–MD-6Sale · DC (dependent-child-owned)Traded 04-16 +16d$1K–$15K
2025-05-02April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 04-10 +22d$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 38 ↗

Members active in AOS

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing AOS 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.
Julie Johnson D–TX-323−$29.0K to $13.0K4

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

Congress ↔ notable managers · AOS

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

Congress · last 90 days

Buyers
1 Julie Johnson D–TX-32 $1K–$15K
Sellers
1 Julie Johnson D–TX-32 $1K–$15K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $19.0M held
Trimming
1 Bridgewater Associates $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · SMITH A O CORP

Merged timeline of congressional filings and notable-manager moves on AOS
DateWhoChangeSize
2026-08-05Julie Johnson CongressSale$1K–$15K
2026-08-05Julie Johnson CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+165,611 sh
2026-05-15Bridgewater Associates 13Fexit−198,793 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

full holders view ↗
Top institutional holders of AOS for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1FMR LLC$523M1
2BlackRock, Inc.$485M1
3VANGUARD CAPITAL MANAGEMENT LLC$484M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$468M1
5STATE STREET CORP$380M1
6Invesco Ltd.$312M1
7AMERICAN CENTURY COMPANIES INC$278M1
8GEODE CAPITAL MANAGEMENT, LLC$259M1
9MORGAN STANLEY$236M1
10ProShare Advisors LLC$152M1
11FIRST TRUST ADVISORS LP$143M1
12EARNEST PARTNERS LLC$134M1
13DIMENSIONAL FUND ADVISORS LP$129M1
14BANK OF AMERICA CORP /DE/$111M1
15Bank of New York Mellon Corp$94.0M1
16SEI INVESTMENTS CO$88.8M1
171832 Asset Management L.P.$82.2M1
18Sarasin & Partners LLP$79.2M1
19NORTHERN TRUST CORP$77.9M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$71.8M1
21Gates Capital Management, Inc.$71.7M1
22NOMURA ASSET MANAGEMENT CO LTD$65.3M1
23AQR CAPITAL MANAGEMENT LLC$63.0M1
24UBS Group AG$60.8M1
25Quantinno Capital Management LP$60.0M1
26CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$59.8M1
27Vest Financial, LLC$53.8M1
28Talaria Asset Management Pty Ltd$51.7M1
29ROYAL BANK OF CANADA$50.8M1
30RENAISSANCE TECHNOLOGIES LLC$49.1M1
31WELLS FARGO & COMPANY/MN$48.4M1
32Pictet Asset Management Holding SA$46.4M1
33VANGUARD FIDUCIARY TRUST CO$41.7M1
34ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$40.0M1
35WELCH & FORBES LLC$38.2M1
36UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$36.8M1
37MANUFACTURERS LIFE INSURANCE COMPANY, THE$36.2M1
38ENVESTNET ASSET MANAGEMENT INC$34.8M1
39SCHWARTZ INVESTMENT COUNSEL INC$34.1M1
40Legal & General Group Plc$33.1M1
41CIBC Asset Management Inc$31.5M1
42Eurizon Capital SGR S.p.A.$30.1M1
43JACOBS LEVY EQUITY MANAGEMENT, INC$29.1M1
44DEUTSCHE BANK AG\$28.8M1
45BERKSHIRE ASSET MANAGEMENT LLC/PA$26.2M1
46Arbejdsmarkedets Tillaegspension$25.5M1
47WELLINGTON MANAGEMENT GROUP LLP$21.9M1
48Gotham Asset Management, LLC$19.0M1
49Nuveen, LLC$18.9M1
50Robeco Schweiz AG$17.7M1
51FRANKLIN RESOURCES INC$17.5M1
52Regents Gate Capital LLP$17.4M1
53Northwest & Ethical Investments L.P.$16.9M1
54STIFEL FINANCIAL CORP$16.9M1
55Zurcher Kantonalbank (Zurich Cantonalbank)$16.8M1
56Cresset Asset Management, LLC$16.8M1
57ALPS ADVISORS INC$16.7M1
58Vanguard Global Advisers, LLC$15.6M1
59CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$15.6M1
60CITIGROUP INC$15.4M1
61AMERIPRISE FINANCIAL INC$15.1M1
62Swiss National Bank$14.8M1
63Corient Private Wealth LLC$14.5M1
64BARCLAYS PLC$13.8M1
65Mitsubishi UFJ Asset Management Co., Ltd.$12.9M1
66Trexquant Investment LP$12.6M1
67HSBC HOLDINGS PLC$12.4M1
68Distillate Capital Partners LLC$12.4M1
69PRUDENTIAL FINANCIAL INC$11.9M1
70Baird Financial Group, Inc.$10.5M1
71PRINCIPAL FINANCIAL GROUP INC$10.5M1
72Perpetual Ltd$10.0M1
73Universal- Beteiligungs- und Servicegesellschaft mbH$9.2M1
74SCHRODER INVESTMENT MANAGEMENT GROUP$9.1M1
75HEARTLAND ADVISORS INC$8.6M1
76&PARTNERS$8.5M1
77TRUIST FINANCIAL CORP$8.2M1
78Y-Intercept (Hong Kong) Ltd$7.7M1
79TEACHER RETIREMENT SYSTEM OF TEXAS$7.7M1
80Amundi$7.6M1
81PATTEN & PATTEN INC/TN$7.6M1
82RAYMOND JAMES FINANCIAL INC$7.5M1
83ALLIANCEBERNSTEIN L.P.$7.4M1
84MILLENNIUM MANAGEMENT LLC$7.4M1
85STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$7.1M1
86BANK OF MONTREAL /CAN/$7.1M1
87YOUSIF CAPITAL MANAGEMENT, LLC$6.9M1
88BNP Paribas Asset Management Holding S.A.$6.9M1
89Creative Planning$6.8M1
90LPL Financial LLC$6.8M1
91REINHART PARTNERS, LLC.$6.8M1
92GUGGENHEIM CAPITAL LLC$6.7M1
93BLI - Banque de Luxembourg Investments$6.7M1
94VANGUARD ASSET MANAGEMENT, Ltd$6.5M1
95CITADEL ADVISORS LLC$6.3M1
96Squarepoint Ops LLC$6.0M1
97WORLDQUANT MILLENNIUM ADVISORS LLC$6.0M1
98GRANDFIELD & DODD, LLC$5.9M1
99LEVEL FOUR ADVISORY SERVICES, LLC$5.9M1
100BENJAMIN EDWARDS INC$5.8M1
101Illinois Municipal Retirement Fund$5.7M1
102Man Group plc$5.5M1
103Berger Financial Group, Inc$5.4M1
104COMMONWEALTH EQUITY SERVICES, LLC$5.0M1
105STATE OF WISCONSIN INVESTMENT BOARD$4.9M1
106Sumitomo Mitsui Trust Group, Inc.$4.8M1
107Edgestream Partners, L.P.$4.7M1
108Mitsubishi UFJ Trust & Banking Corp$4.5M1
109VICTORY CAPITAL MANAGEMENT INC$4.5M1
110CIBC Bancorp USA Inc.$4.1M1
111COMMERCE BANK$4.1M1
112GUARDCAP ASSET MANAGEMENT Ltd$4.1M1
113Monte Financial Group, LLC$3.9M1
114Quantbot Technologies LP$3.9M1
115Thrive Capital Management, LLC$3.8M1
116Chevy Chase Trust Holdings, LLC$3.7M1
117LBMC INVESTMENT ADVISORS, LLC$3.5M1
118Cetera Investment Advisers$3.4M1
119OCCUDO QUANTITATIVE STRATEGIES LP$3.3M1
120Janus Henderson Group Ltd.$3.3M1
121MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.3M1
122MERCER GLOBAL ADVISORS INC /ADV$3.2M1
123Atwater Malick LLC$3.2M1
124FIFTH THIRD BANCORP$3.1M1
125Connor, Clark & Lunn Investment Management Ltd.$3.1M1
126JOHNSON INVESTMENT COUNSEL INC$3.1M1
127Lafayette Investments, Inc.$3.0M1
128Engineers Gate Manager LP$3.0M1
129Holocene Advisors, LP$3.0M1
130MARIETTA INVESTMENT PARTNERS LLC$2.8M1
131SummitTX Capital, L.P.$2.8M1
132TWO SIGMA INVESTMENTS, LP$2.7M1
133Mirae Asset Global Investments Co., Ltd.$2.7M1
134Stanley-Laman Group, Ltd.$2.7M1
135Oak Thistle LLC$2.7M1
136Vident Advisory, LLC$2.6M1
137VOYA INVESTMENT MANAGEMENT LLC$2.6M1
138OPPENHEIMER & CO INC$2.5M1
139PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$2.4M1
140ExodusPoint Capital Management, LP$2.3M1
141Foyston, Gordon & Payne Inc$2.3M1
142LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2.3M1
143HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$2.3M1
144Focus Partners Wealth$2.3M1
145State of New Jersey Common Pension Fund D$2.2M1
146PEAK6 LLC$2.2M1
147GHP Investment Advisors, Inc.$2.2M1
148PUBLIC SECTOR PENSION INVESTMENT BOARD$2.1M1
149Weiss Asset Management LP$2.1M1
150Arizona State Retirement System$2.1M1
151Empowered Funds, LLC$2.0M1
152CWA Asset Management Group, LLC$2.0M1
153CREDIT AGRICOLE S A$2.0M1
154Czech National Bank$2.0M1
155Collaborative Fund Advisors, LLC$2.0M1
156Tidal Investments LLC$2.0M1
157EVERGREEN CAPITAL MANAGEMENT LLC$2.0M1
158Summit Trail Advisors, LLC$2.0M1
159XTX Topco Ltd$2.0M1
160STATE OF MICHIGAN RETIREMENT SYSTEM$1.9M1
161Sanctuary Advisors, LLC$1.9M1
162Resona Asset Management Co.,Ltd.$1.9M1
163Vanguard Investments Australia, Ltd.$1.9M1
164Elo Mutual Pension Insurance Co$1.8M1
165AZZAD ASSET MANAGEMENT INC /ADV$1.8M1
166PRECEDENT WEALTH PARTNERS, LLC$1.8M1
167KING LUTHER CAPITAL MANAGEMENT CORP$1.8M1
168COLDSTREAM CAPITAL MANAGEMENT INC$1.8M1
169CWM, LLC$1.7M1
170COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.7M1
171Weaver C. Barksdale & Associates, Inc.$1.7M1
172Orion Porfolio Solutions, LLC$1.7M1
173KESTRA PRIVATE WEALTH SERVICES, LLC$1.6M1
174Siemens Fonds Invest GmbH$1.6M1
175Inspire Investing, LLC$1.6M1
176Freedom Day Solutions, LLC$1.6M1
177NATIONAL BANK OF CANADA /FI/$1.6M1
178Retirement Systems of Alabama$1.6M1
179Illumine Investment Management, LLC$1.5M1
180NewEdge Advisors, LLC$1.5M1
181WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.5M1
182UniSuper Management Pty Ltd$1.4M1
183ALLIANZ SE$1.4M1
184Brevan Howard Capital Management LP$1.4M1
185Vanguard Personalized Indexing Management, LLC$1.4M1
186Cerity Partners LLC$1.4M1
187OPPENHEIMER ASSET MANAGEMENT INC.$1.4M1
188Cardinal Capital Management$1.4M1
189TD ASSET MANAGEMENT INC$1.3M1
190Fairtree Asset Management (Pty) Ltd$1.3M1
191Sierra Legacy Group$1.3M1
192Lionshead Wealth Management, LLC$1.3M1
193Utah Retirement Systems$1.2M1
194SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.2M1
195Atria Investments, Inc$1.2M1
196OSAIC HOLDINGS, INC.$1.2M1
197CRAWFORD INVESTMENT COUNSEL INC$1.2M1
198MOKAN Wealth Management Inc.$1.2M1
199O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.2M1
200Woodline Partners LP$1.2M1
201TORONTO DOMINION BANK$1.2M1
202STANSBERRY ASSET MANAGEMENT, LLC$1.2M1
203Zurich Insurance Group Ltd/FI$1.1M1
204Wilmington Savings Fund Society, FSB$1.1M1
205Qsemble Capital Management, LP$1.1M1
206OP Asset Management Ltd$1.1M1
207Wealthfront Advisers LLC$1.0M1
208Rockefeller Capital Management L.P.$1.0M1
209Graham Capital Management, L.P.$1.0M1
210NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.0M1
211NEOS Investment Management LLC$1.0M1
212EXCHANGE TRADED CONCEPTS, LLC$1.0M1
213Bridgefront Capital, LLC$997K1
214AVIVA PLC$989K1
215Parvin Asset Management, LLC$984K1
216Pathstone Holdings, LLC$967K1
217HighTower Advisors, LLC$948K1
218Vontobel Holding Ltd.$947K1
219Applied Capital LLC/FL$940K1
220EDENTREE ASSET MANAGEMENT Ltd$930K1
221US BANCORP \DE\$913K1
222Daiwa Securities Group Inc.$910K1
223WealthPlan Investment Management, LLC$898K1
224Inscription Capital, LLC$892K1
225Brooklyn Investment Group$887K1
226Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$880K1
227Ensign Peak Advisors, Inc$870K1
228MACKENZIE FINANCIAL CORP$865K1
229OREGON PUBLIC EMPLOYEES RETIREMENT FUND$847K1
230HUNTINGTON NATIONAL BANK$826K1
231Aberdeen Group plc$825K1
232Robeco Institutional Asset Management B.V.$817K1
233GATEWAY INVESTMENT ADVISERS LLC$814K1
234XPONANCE LLC$810K1
235Global X Japan Co., Ltd.$806K1
236NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$800K1
237MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$789K1
238Caprock Group, LLC$788K1
239NOMURA HOLDINGS INC$787K1
240MML INVESTORS SERVICES, LLC$778K1
241Brindle & Bay Financial Advisors, LLC$751K1
242Faithward Advisors, LLC$742K1
243JOHN G ULLMAN & ASSOCIATES INC$732K1
244AXQ CAPITAL, LP$731K1
245Navigation Group, LLC$713K1
246Rakuten Investment Management, Inc.$705K1
247Chicago Capital, LLC$697K1
248Ameritas Investment Partners, Inc.$696K1
249United Asset Strategies, Inc.$694K1
250Morningstar Investment Management LLC$690K1
251Machina Capital S.A.S.$685K1
252denkapparat Operations GmbH$649K1
253Blackhawk Capital Partners, LLC$640K1
254FOX RUN MANAGEMENT, L.L.C.$629K1
255Sequoia Financial Advisors, LLC$618K1
256Ethic Inc.$614K1
257Chicago Partners Investment Group LLC$608K1
258Blue Trust, Inc.$607K1
259Legacy Wealth Asset Management, LLC$594K1
260EP Wealth Advisors, LLC$592K1
261CARDIFF PARK ADVISORS, LLC$580K1
262Linden Thomas Advisory Services, LLC$579K1
263D.A. DAVIDSON & CO.$578K1
264Aptus Capital Advisors, LLC$574K1
265Assenagon Asset Management S.A.$574K1
266STOREBRAND ASSET MANAGEMENT AS$561K1
267Legacy Financial Strategies, LLC$559K1
268Ridgewood Investments LLC$550K1
269Perbak Capital Partners LLP$548K1
270Davis Investment Partners, LLC$547K1
271Federation des caisses Desjardins du Quebec$545K1
272CFS Investment Advisory Services, LLC$534K1
273Resonant Capital Advisors, LLC$523K1
274MIRABELLA FINANCIAL SERVICES LLP$513K1
275BANK OF NOVA SCOTIA$504K1
276MAI Capital Management$499K1
277Aquatic Capital Management LLC$487K1
278Quadcap Wealth Management, LLC$483K1
279Rafferty Asset Management, LLC$483K1
280Cornerstone Wealth Management, LLC$480K1
281CenterBook Partners LP$479K1
282Swiss Life Asset Management Ltd$472K1
283BOOTHBAY FUND MANAGEMENT, LLC$466K1
284HBK Sorce Advisory LLC$459K1
285Gradient Investments LLC$453K1
286Concentric Capital Strategies, LP$451K1
287Mattson Financial Services, LLC$451K1
288MIZUHO SECURITIES USA LLC$448K1
289Independent Advisor Alliance$445K1
290Crossmark Global Holdings, Inc.$435K1
291Private Advisor Group, LLC$434K1
292NATIXIS$427K1
293WealthPLAN Partners, LLC$420K1
294M&T BANK CORP$415K1
295BUCKHEAD CAPITAL MANAGEMENT LLC$412K1
296Hennion & Walsh Asset Management, Inc.$407K1
297iSAM Funds (UK) Ltd$404K1
298Revisor Wealth Management LLC$404K1
299Savvy Advisors, Inc.$402K1
300HUB Investment Partners, LLC$402K1
301MQS Management LLC$397K1
302Capula Management Ltd$396K1
303BANTAMAC CAPITAL, LLC$396K1
304Baker Avenue Asset Management, LP$391K1
305Founders Financial Alliance, LLC$381K1
306Curi Capital, LLC$367K1
307Maryland State Retirement & Pension System$365K1
308CI INVESTMENTS INC.$361K1
309Kera Capital Partners, Inc.$361K1
310ANCHOR CAPITAL ADVISORS LLC$359K1
311KLCM Advisors, Inc.$356K1
312Alan B Lancz & Associates, Inc.$356K1
313CHILDRESS CAPITAL ADVISORS, LLC$351K1
314Norinchukin Bank, The$344K1
315Frec Markets, Inc.$340K1
316Aaron Wealth Advisors LLC$337K1
317OMERS ADMINISTRATION Corp$337K1
318Tower Research Capital LLC (TRC)$334K1
319Allspring Global Investments Holdings, LLC$326K1
320Foster Group, Inc.$321K1
321MMA ASSET MANAGEMENT LLC$320K1
322SIGNATUREFD, LLC$312K1
323Beverly Hills Private Wealth, LLC$311K1
324RMR Wealth Builders$309K1
325MUFG Securities EMEA plc$304K1
326Asset Management One Co., Ltd.$301K1
327Plus Group Wealth Advisors LLC$301K1
328GLENMEDE TRUST CO NA$299K1
329Empirical Finance, LLC$294K1
330CHOREO, LLC$293K1
331DAVENPORT & Co LLC$286K1
332HB Wealth Management, LLC$282K1
333Oakmont Advisory Group, LLC$282K1
334Quarry LP$278K1
335Steward Partners Investment Advisory, LLC$277K1
336GeoWealth Management, LLC$274K1
337Wedmont Private Capital$271K1
338GC Wealth Management RIA, LLC$269K1
339Prospera Financial Services Inc$269K1
340FIDUCIARY TRUST CO$268K1
341Three Magnolias Financial Advisors, LLC$264K1
342Perigon Wealth Management, LLC$263K1
343BTG Pactual Asset Management US LLC$263K1
344UNITED CAPITAL FINANCIAL ADVISORS, LLC$262K1
345Legacy Capital Wealth Partners, LLC$261K1
346GW HENSSLER & ASSOCIATES LTD$259K1
347MCF Advisors LLC$258K1
348NICOLET BANKSHARES INC$257K1
349IEQ CAPITAL, LLC$256K1
350Sterling Capital Management LLC$251K1
351Abel Hall, LLC$251K1
352PAX Financial Group, LLC$248K1
353Merit Financial Group, LLC$246K1
354Polymer Capital Management (US) LLC$246K1
355MACQUARIE GROUP LTD$245K1
356Capital Investment Advisors, LLC$244K1
357Optas, LLC$244K1
358PATTON FUND MANAGEMENT, INC.$243K1
359Verition Fund Management LLC$241K1
360Hardy Reed LLC$239K1
361CAPSTONE INVESTMENT ADVISORS, LLC$239K1
362Sound Financial Strategies Group, LLC$238K1
363NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$237K1
364W.H. Cornerstone Investments Inc.$235K1
365Vise Technologies, Inc.$234K1
366FLORIDA FINANCIAL ADVISORS, LLC$230K1
367Compound Planning, Inc.$226K1
368SUMMITRY LLC$225K1
369Ameritas Advisory Services, LLC$225K1
370BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$223K1
371North Dakota State Investment Board$219K1
372JMN Financial LLC$215K1
373FIRST MANHATTAN CO. LLC.$214K1
374QRG CAPITAL MANAGEMENT, INC.$214K1
375Stonehearth Capital Management, LLC$212K1
376Hudock, Inc.$212K1
377Envestnet Portfolio Solutions, Inc.$209K1
378Sovran Advisors, LLC$205K1
379Phoenix Financial Ltd.$201K1
380SECURIAN ASSET MANAGEMENT, INC$197K1
381Canada Post Corp Registered Pension Plan$181K1
382State of Wyoming$177K1
383ASSETMARK, INC$175K1
384Smartleaf Asset Management LLC$166K1
385Bank Julius Baer & Co. Ltd, Zurich$165K1
386FEDERATED HERMES, INC.$152K1
387Pinnacle Wealth Planning Services, Inc.$131K1
388QUADRANT CAPITAL GROUP LLC$115K1
389MATHER GROUP, LLC.$97.3K1
390UMB Bank, n.a.$80.2K1
391Ancora Advisors LLC$77.5K1
392TEMA ETFS LLC$73.9K1
393Allworth Financial LP$73.7K1
394NATIXIS ADVISORS, LLC$71.4K1
395Larson Financial Group LLC$66.0K1
396Addison Advisors LLC$65.5K1
397BROWN, LISLE/CUMMINGS, INC.$60.7K1
398AMERIFLEX GROUP, INC.$47.8K1
399Truvestments Capital LLC$42.0K1
400True Wealth Design, LLC$36.0K1
401KBC Group NV$30.1K1
402Bayforest Capital Ltd$29.6K1
403SJS Investment Consulting Inc.$29.0K1
404Wealth Enhancement Trust Services, Inc.$28.2K1
405Banque Cantonale Vaudoise$26.0K1
406VEGA INVESTMENT SOLUTIONS$24.5K1
407Parkside Financial Bank & Trust$24.3K1
408Leonteq Securities AG$22.2K1
409Clearstead Advisors, LLC$22.0K1
410WOLFF WIESE MAGANA LLC$21.0K1
411JONES FINANCIAL COMPANIES LLLP$20.4K1
412Cromwell Holdings LLC$20.3K1
413Financial Network Wealth Advisors LLC$19.8K1
414Treasurer of the State of North Carolina$19.3K1
415LORD, ABBETT & CO. LLC$16.2K1
416Westside Investment Management, Inc.$15.3K1
417Anfield Capital Management, LLC$13.3K1
418Salomon & Ludwin, LLC$11.7K1
419DT Investment Partners, LLC$10.8K1
420Hickory Point Bank & Trust$10.6K1
421Key FInancial Inc$9.4K1
422DekaBank Deutsche Girozentrale$8.6K1
423CVA Family Office, LLC$8.4K1
424C WorldWide Group Holding A/S$8.2K1
425NEW YORK STATE TEACHERS RETIREMENT SYSTEM$7.1K1
426Manchester Capital Management LLC$6.5K1
427HRT FINANCIAL LP$6.2K1
428JFS WEALTH ADVISORS, LLC$5.9K1
429MV CAPITAL MANAGEMENT, INC.$5.5K1
430Bell Investment Advisors, Inc$5.3K1
431Grove Bank & Trust$5.2K1
432Hunter Perkins Capital Management, LLC$5.1K1
433Annis Gardner Whiting Capital Advisors, LLC$5.1K1
434JPL Wealth Management, LLC$4.7K1
435Kilter Group LLC$4.5K1
436CX Institutional$4.0K1
437Altshuler Shaham Ltd$3.8K1
438PFS Partners, LLC$3.8K1
439Clearstead Trust, LLC$3.8K1
440United Financial Planning Group LLC$3.8K1
441BARTLETT & CO. WEALTH MANAGEMENT LLC$3.6K1
442CANADA LIFE ASSURANCE Co$3.4K1
443Transamerica Financial Advisors, LLC$3.1K1
444Owl Creek Wealth Partners LLC$3.0K1
445Keating Financial Advisory Services, Inc.$3.0K1
446Physician Wealth Advisors, Inc.$2.8K1
447ELEVATION WEALTH PARTNERS, LLC$2.3K1
448Investors Research Corp$1.6K1
449Penserra Capital Management LLC$1.5K1
450DiNuzzo Private Wealth, Inc.$1.5K1
451Spire Wealth Management$1.5K1
452SUMMIT SECURITIES GROUP LLC$1.2K1
453Y.D. More Investments Ltd$9941
454SHP Wealth Management$9891
455SlateStone Wealth, LLC$8901
456Synergy Investment Management, LLC$8581
457Rialto Wealth Management, LLC$7921
458State of Alaska, Department of Revenue$7371
459PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$7311
460Vestcor Inc$6191
461Vermillion Wealth Management, Inc.$5281
462Caitong International Asset Management Co., Ltd$5281
463HFM Investment Advisors, LLC$5281
464TFC Financial Management, Inc.$4641
465TopTier Wealth Management, LLC$3961
466Valued Wealth Advisors LLC$3371
467THRIVENT FINANCIAL FOR LUTHERANS$2951
468Cassaday & Co Wealth Management LLC$2641
469ACADIAN ASSET MANAGEMENT LLC$2601
470Activest Wealth Management$1981
471Rakuten Securities, Inc.$1981
472South Dakota Investment Council$1521
473Seneschal Advisors, LLC$1321
474MidFirst Bank$1321
475Smithfield Trust Co$1031
476Quaker Wealth Management, LLC$661
4773 FACTOR INDEXING, LLC$661
478Employees Retirement System of Texas$641
479Centerpoint Advisors, LLC$291
480Capital Advisors, Ltd. LLC$201
481Avion Wealth$11
482VANGUARD GROUP INC$01
483FIL Ltd$01
484HARBOUR INVESTMENTS, INC.$01
485HOWARD HUGHES MEDICAL INSTITUTE$01
486Brandywine Global Investment Management, LLC$01
487COMERICA BANK$01
488GROUP ONE TRADING LLC$01
489VIRGINIA RETIREMENT SYSTEMS ET Al$01
490ING GROEP NV$01
491CIBC WORLD MARKETS CORP$01
492RATIONAL ADVISORS, INC.$01
493LONGFELLOW INVESTMENT MANAGEMENT CO LLC$01
494LAZARD ASSET MANAGEMENT LLC$01
495CIBC Private Wealth Group LLC$01
496Cadence Bank$01
497BROWN ADVISORY INC$01
498Bridgewater Associates, LP$01
499Grantham, Mayo, Van Otterloo & Co. LLC$01
500Mariner, LLC$01
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 AOS

RETAINED WINDOW · ACTIVE HITS
Signal hits naming AOS
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 AOS · financials and macro

Financials — as filed PLANNED

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