Public record / Tickers / APA

APA — APA Corp

Both disclosure regimes on one name: who in Congress filed about APA, 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
31
all PTR rows naming APA
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
02-13
filed 2026-02-13
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

Richard L. Hanna · $100K–$250K

Sale · traded 2014-12-15 → filed 2015-01-15. Ranked over every APA row by the provable lower bound, never a point estimate.

1 member · 0 buys / 1 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

2 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. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING APA · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning APA
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 01-09 +35d$1K–$15K
2025-09-12Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 08-05 +38d$1K–$15K
2023-10-20Ricketts, John P Sale · SP (spouse-owned)Traded 09-21 +29d$50K–$100K
2022-09-14Kathy E. Manning D–NC-6Sale · JT (jointly owned)Traded 08-03 +42d$1K–$15K
2022-08-10Kathy E. Manning D–NC-6Purchase · JT (jointly owned)Traded 07-20 +21d$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 31 ↗

Members active in APA

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing APA 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.
Gilbert Ray Cisneros, Jr. D–CA-311−$15.0K to −$1.0K2

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

Congress ↔ notable managers · APA

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 Gotham Asset Management $98.4M held
Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · APA CORPORATION

Merged timeline of congressional filings and notable-manager moves on APA
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+29,523 sh

1 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 APA for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.4B1
2HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$1.4B1
3STATE STREET CORP$1.1B1
4VANGUARD CAPITAL MANAGEMENT LLC$975M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$733M1
6DIMENSIONAL FUND ADVISORS LP$695M1
7Invesco Ltd.$669M1
8FMR LLC$542M1
9CHARLES SCHWAB INVESTMENT MANAGEMENT INC$524M1
10GEODE CAPITAL MANAGEMENT, LLC$445M1
11MORGAN STANLEY$382M1
12Smead Capital Management, Inc.$351M1
13UBS Group AG$237M1
14NORTHERN TRUST CORP$210M1
15ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$205M1
16Bank of New York Mellon Corp$177M1
17FIRST TRUST ADVISORS LP$176M1
18ROYAL BANK OF CANADA$126M1
19AQR CAPITAL MANAGEMENT LLC$123M1
20UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$101M1
21Gotham Asset Management, LLC$98.4M1
22VANGUARD FIDUCIARY TRUST CO$84.7M1
23JANE STREET GROUP, LLC$80.5M1
24FRANKLIN RESOURCES INC$80.3M1
25KORNITZER CAPITAL MANAGEMENT INC /KS$76.1M1
26VICTORY CAPITAL MANAGEMENT INC$68.9M1
27AMERICAN CENTURY COMPANIES INC$67.5M1
28Fisher Asset Management, LLC$64.5M1
29BANK OF AMERICA CORP /DE/$63.6M1
30Nuveen, LLC$61.0M1
31CITADEL ADVISORS LLC$52.9M1
32BARCLAYS PLC$51.0M1
33DEUTSCHE BANK AG\$45.0M1
34RAYMOND JAMES FINANCIAL INC$44.1M1
35SCHRODER INVESTMENT MANAGEMENT GROUP$43.5M1
36Aventail Capital Group, LP$41.8M1
37SEI INVESTMENTS CO$41.2M1
38Sagefield Capital LP$37.5M1
39CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$34.7M1
40Quantinno Capital Management LP$34.3M1
41Allianz Asset Management GmbH$33.2M1
42ALLIANCEBERNSTEIN L.P.$33.0M1
43STIFEL FINANCIAL CORP$33.0M1
44Vanguard Global Advisers, LLC$31.6M1
45Susquehanna Portfolio Strategies, LLC$30.9M1
46CITIGROUP INC$30.7M1
47Swiss National Bank$29.8M1
48RHUMBLINE ADVISERS$27.5M1
49Legal & General Group Plc$26.7M1
50AMERIPRISE FINANCIAL INC$24.2M1
51JUPITER ASSET MANAGEMENT LTD$23.8M1
52PACIFIC HEIGHTS ASSET MANAGEMENT LLC$23.3M1
53Rockefeller Capital Management L.P.$22.7M1
54BNP Paribas Asset Management Holding S.A.$22.5M1
55Steward Partners Investment Advisory, LLC$21.9M1
56Cerity Partners LLC$21.6M1
57Universal- Beteiligungs- und Servicegesellschaft mbH$21.2M1
58swisspartners Advisors Ltd$21.1M1
59LAZARD ASSET MANAGEMENT LLC$20.6M1
60PRINCIPAL FINANCIAL GROUP INC$20.2M1
61WEDGE CAPITAL MANAGEMENT L L P/NC$19.1M1
62OLD NATIONAL BANCORP /IN/$18.3M1
63Mitsubishi UFJ Asset Management Co., Ltd.$18.2M1
64HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$18.2M1
65GLENMEDE TRUST CO NA$17.5M1
66HSBC HOLDINGS PLC$17.4M1
67LPL Financial LLC$17.2M1
68NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$17.2M1
691834 INVESTMENT ADVISORS CO$16.4M1
70HighTower Advisors, LLC$16.2M1
71ADVISORY RESEARCH INC$15.8M1
72WELLINGTON MANAGEMENT GROUP LLP$15.3M1
73MILLENNIUM MANAGEMENT LLC$15.2M1
74Vontobel Holding Ltd.$14.9M1
75CONTRAVISORY INVESTMENT MANAGEMENT, INC.$14.7M1
76BANK OF MONTREAL /CAN/$14.6M1
77ENVESTNET ASSET MANAGEMENT INC$14.2M1
78Illinois Municipal Retirement Fund$14.0M1
79Madison Asset Management, LLC$13.9M1
80Mirae Asset Global Investments Co., Ltd.$13.8M1
81KLCM Advisors, Inc.$13.7M1
82TWO SIGMA INVESTMENTS, LP$13.7M1
83EVERGREEN CAPITAL MANAGEMENT LLC$13.6M1
84STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$13.5M1
85LEVEL FOUR ADVISORY SERVICES, LLC$13.4M1
86WELLS FARGO & COMPANY/MN$12.8M1
87Grantham, Mayo, Van Otterloo & Co. LLC$12.6M1
88Rafferty Asset Management, LLC$12.4M1
89O'SHAUGHNESSY ASSET MANAGEMENT, LLC$12.2M1
90Creative Planning$11.9M1
91Mitsubishi UFJ Trust & Banking Corp$11.9M1
92VANGUARD ASSET MANAGEMENT, Ltd$11.8M1
93Allspring Global Investments Holdings, LLC$11.8M1
94Lighthouse Investment Partners, LLC$11.7M1
95Empowered Funds, LLC$11.2M1
96D. E. Shaw & Co., Inc.$11.2M1
97MANUFACTURERS LIFE INSURANCE COMPANY, THE$10.6M1
98Qsemble Capital Management, LP$10.4M1
99PRUDENTIAL FINANCIAL INC$10.3M1
100Cambria Investment Management, L.P.$10.1M1
101SIR Capital Management, L.P.$9.9M1
102CIBC WORLD MARKET INC.$9.5M1
103ARIEL INVESTMENTS, LLC$9.4M1
104GROUP ONE TRADING LLC$9.2M1
105Tidal Investments LLC$9.2M1
106Corient Private Wealth LLC$9.1M1
107WINTON GROUP Ltd$9.1M1
108MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$8.8M1
109STATE OF WISCONSIN INVESTMENT BOARD$8.1M1
110AE Wealth Management LLC$7.9M1
111NEW YORK STATE COMMON RETIREMENT FUND$7.9M1
112SUSQUEHANNA INTERNATIONAL GROUP, LLP$7.4M1
113Chevy Chase Trust Holdings, LLC$7.4M1
114Zurcher Kantonalbank (Zurich Cantonalbank)$7.3M1
115Pinnacle Financial Partners, Inc.$7.3M1
116Kingsview Wealth Management, LLC$7.1M1
117Janus Henderson Group Ltd.$6.9M1
118CastleKnight Management LP$6.8M1
119Cetera Investment Advisers$6.8M1
120FIFTH THIRD BANCORP$6.6M1
121WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6.2M1
122Del-Sette Capital Management, LLC$6.2M1
123RITHOLTZ WEALTH MANAGEMENT$6.1M1
124Intrinsic Edge Capital Management LLC$6.0M1
125Empyrean Capital Partners, LP$6.0M1
126Quinn Opportunity Partners LLC$6.0M1
127Murphy Pohlad Asset Management LLC$6.0M1
128PLUSTICK MANAGEMENT LLC$5.9M1
129MERCER GLOBAL ADVISORS INC /ADV$5.8M1
130Greenfield Seitz Capital Management, LLC$5.7M1
131PRUDENTIAL PLC$5.7M1
132IEQ CAPITAL, LLC$5.6M1
133Vanguard Personalized Indexing Management, LLC$5.5M1
134Vident Advisory, LLC$5.4M1
135NISA INVESTMENT ADVISORS, LLC$5.4M1
136CWA Asset Management Group, LLC$5.3M1
137GUGGENHEIM CAPITAL LLC$5.3M1
138State of New Jersey Common Pension Fund D$5.2M1
139PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$5.2M1
140MILLER HOWARD INVESTMENTS INC /NY$5.0M1
141Howard Capital Management, LLC$4.9M1
142NATIONAL BANK OF CANADA /FI/$4.9M1
143KLP KAPITALFORVALTNING AS$4.8M1
144FIRST NATIONAL BANK OF OMAHA$4.8M1
145Ensign Peak Advisors, Inc$4.7M1
146Morningstar Investment Management LLC$4.7M1
147OAK ASSOCIATES LTD /OH/$4.6M1
148HUSSMAN STRATEGIC ADVISORS, INC.$4.5M1
149CIBC Bancorp USA Inc.$4.4M1
150PEAK FINANCIAL ADVISORS LLC$4.4M1
151Financial Advisors Network, Inc.$4.4M1
152Wealthfront Advisers LLC$4.3M1
153PUBLIC SECTOR PENSION INVESTMENT BOARD$4.3M1
154Gibraltar Capital Management, Inc.$4.3M1
155OMERS ADMINISTRATION Corp$4.2M1
156Arizona State Retirement System$4.1M1
157Pathstone Holdings, LLC$4.1M1
158Czech National Bank$4.1M1
159Mariner, LLC$4.1M1
160Walleye Trading LLC$4.0M1
161IMC-Chicago, LLC$4.0M1
162TWINBEECH CAPITAL LP$4.0M1
163CREDIT AGRICOLE S A$4.0M1
164GLOBALT Investments LLC / GA$4.0M1
165STATE OF MICHIGAN RETIREMENT SYSTEM$3.9M1
166Vanguard Investments Australia, Ltd.$3.8M1
167Baird Financial Group, Inc.$3.8M1
168Sterling Capital Management LLC$3.8M1
169ProShare Advisors LLC$3.8M1
170OPPENHEIMER & CO INC$3.7M1
171NewEdge Advisors, LLC$3.5M1
172MetLife Investment Management, LLC$3.5M1
173COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.5M1
174NOMURA HOLDINGS INC$3.5M1
175Convergence Investment Partners, LLC$3.4M1
176Focus Partners Wealth$3.4M1
177CIBC Asset Management Inc$3.4M1
178Atria Investments, Inc$3.3M1
179CLOUGH CAPITAL PARTNERS L P$3.2M1
180Retirement Systems of Alabama$3.2M1
181Pictet Asset Management Holding SA$3.2M1
182NewEdge Wealth, LLC$3.1M1
183Jefferies Financial Group Inc.$3.1M1
184Harvest Portfolios Group Inc.$3.0M1
185VOYA INVESTMENT MANAGEMENT LLC$3.0M1
186Summit Place Financial Advisors, LLC$2.8M1
187US BANCORP \DE\$2.7M1
188Malaga Cove Capital, LLC$2.7M1
189Sequoia Financial Advisors, LLC$2.7M1
190TD ASSET MANAGEMENT INC$2.6M1
191ING GROEP NV$2.6M1
192CWM, LLC$2.6M1
193WITTENBERG INVESTMENT MANAGEMENT, INC.$2.5M1
194OnyxPoint Global Management LP$2.5M1
195RAHLFS CAPITAL, LLC$2.5M1
196AlphaCore Capital LLC$2.5M1
197PANAGORA ASSET MANAGEMENT INC$2.4M1
198HOERTKORN RICHARD CHARLES$2.4M1
199Caprock Group, LLC$2.4M1
200TORONTO DOMINION BANK$2.4M1
201ADAMS NATURAL RESOURCES FUND, INC.$2.4M1
202Estate Counselors, LLC$2.4M1
203Woodline Partners LP$2.4M1
204OSAIC HOLDINGS, INC.$2.4M1
205Connor, Clark & Lunn Investment Management Ltd.$2.3M1
206Summit Trail Advisors, LLC$2.3M1
207Private Advisor Group, LLC$2.2M1
208NEOS Investment Management LLC$2.2M1
209UniSuper Management Pty Ltd$2.2M1
210ExodusPoint Capital Management, LP$2.1M1
211Segment Wealth Management, LLC$2.1M1
212Patient Capital Management, LLC$2.1M1
213MARCO INVESTMENT MANAGEMENT LLC$2.1M1
214BENJAMIN EDWARDS INC$2.1M1
215NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.1M1
216Ethic Inc.$2.1M1
217Systematic Alpha Investments, LLC$2.0M1
218SummitTX Capital, L.P.$2.0M1
219UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.9M1
220Crossmark Global Holdings, Inc.$1.9M1
221Mork Capital Management, LLC$1.9M1
222CANADA PENSION PLAN INVESTMENT BOARD$1.9M1
223Penn Capital Management Company, LLC$1.9M1
224M&T BANK CORP$1.8M1
225ELEVATUS WELATH MANAGEMENT$1.8M1
226Hershey Financial Advisers, LLC$1.8M1
227MONETTA FINANCIAL SERVICES INC$1.8M1
228COURIER CAPITAL LLC$1.8M1
229SIG BROKERAGE, LP$1.7M1
230OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.7M1
231INTECH INVESTMENT MANAGEMENT LLC$1.7M1
232Wealth Management Associates, Inc.$1.7M1
233Aberdeen Group plc$1.7M1
234Man Group plc$1.7M1
235Vinva Investment Management Ltd$1.7M1
236Brevan Howard Capital Management LP$1.7M1
237SummerHaven Investment Management, LLC$1.7M1
238COMMONWEALTH EQUITY SERVICES, LLC$1.6M1
239EVOLVE PRIVATE WEALTH, LLC$1.6M1
240MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.6M1
241denkapparat Operations GmbH$1.6M1
242XPONANCE LLC$1.6M1
243QRG CAPITAL MANAGEMENT, INC.$1.6M1
244Federation des caisses Desjardins du Quebec$1.5M1
245Sassicaia Capital Advisers LLC$1.5M1
246Rakuten Investment Management, Inc.$1.5M1
247Point Nemo Capital, LLC$1.5M1
248BLAIR WILLIAM & CO/IL$1.4M1
249TWIN CAPITAL MANAGEMENT INC$1.4M1
250Palisade Asset Management, LLC$1.4M1
251Gallacher Capital Management LLC$1.4M1
252D.A. DAVIDSON & CO.$1.4M1
253O'Keefe Stevens Advisory, Inc.$1.3M1
254TEACHER RETIREMENT SYSTEM OF TEXAS$1.3M1
255J.M. Arbour, LLC$1.3M1
256Caitong International Asset Management Co., Ltd$1.3M1
257GILDER GAGNON HOWE & CO LLC$1.3M1
258WBI INVESTMENTS, LLC$1.3M1
259Swiss Life Asset Management Ltd$1.3M1
260HB Wealth Management, LLC$1.3M1
261COLDSTREAM CAPITAL MANAGEMENT INC$1.3M1
262Elo Mutual Pension Insurance Co$1.3M1
263Lakewood Asset Management LLC$1.3M1
264&PARTNERS$1.3M1
265Linscomb Wealth, Inc.$1.2M1
266Inspire Investing, LLC$1.2M1
267Daiwa Securities Group Inc.$1.2M1
268Moors & Cabot, Inc.$1.2M1
269TRUIST FINANCIAL CORP$1.2M1
270Savant Capital, LLC$1.2M1
271Nordwand Advisors, LLC$1.2M1
272Triton Wealth Management, PLLC$1.2M1
273ALBERT D MASON INC$1.2M1
274DRW Securities, LLC$1.2M1
275EP Wealth Advisors, LLC$1.1M1
276Phoenix Financial Ltd.$1.1M1
277WETZEL INVESTMENT ADVISORS, INC.$1.1M1
278McKinney Capital Management, LLC$1.1M1
279Apollon Wealth Management, LLC$1.1M1
280BALYASNY ASSET MANAGEMENT L.P.$1.1M1
281Lido Advisors, LLC$1.1M1
282Impact Partnership Wealth, LLC$1.1M1
283GATEWAY INVESTMENT ADVISERS LLC$1.1M1
284Brooklyn Investment Group$1.1M1
285Laird Norton Wetherby Trust Company, LLC$1.1M1
286Centiva Capital, LP$1.1M1
287Impala Asset Management LLC$1.1M1
288Vanguard Capital Wealth Advisors$1.1M1
289Kestra Advisory Services, LLC$1.1M1
290MML INVESTORS SERVICES, LLC$1.0M1
291Abel Hall, LLC$1.0M1
292ELEVATION POINT WEALTH PARTNERS, LLC$993K1
293Vise Technologies, Inc.$983K1
294Orion Porfolio Solutions, LLC$963K1
295Vestmark Advisory Solutions, Inc.$947K1
296Ballentine Partners, LLC$946K1
297COWA, LLC$935K1
298Polymer Capital Management (US) LLC$915K1
299DODGE & COX$912K1
300MIZUHO SECURITIES USA LLC$910K1
301TriaGen Wealth Management LLC$909K1
302CenterBook Partners LP$903K1
303Sanctuary Advisors, LLC$902K1
304BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$895K1
305Sumitomo Mitsui Trust Group, Inc.$888K1
306HARTFORD INVESTMENT MANAGEMENT CO$867K1
307VICTORY FINANCIAL GROUP, LLC$866K1
308NORDEA INVESTMENT MANAGEMENT AB$859K1
309QUADRANT CAPITAL GROUP LLC$853K1
310Johnson Financial Group, Inc.$852K1
311Legacy Capital Group California, Inc.$830K1
312Robeco Institutional Asset Management B.V.$820K1
313Sargent Investment Group, LLC$806K1
314Utah Retirement Systems$796K1
315Merit Financial Group, LLC$789K1
316WESTWOOD HOLDINGS GROUP INC$781K1
317Sigma Planning Corp$770K1
318Compound Planning, Inc.$768K1
319DnB Asset Management AS$763K1
320Maryland State Retirement & Pension System$763K1
321Gryphon Financial Partners LLC$752K1
322Schonfeld Strategic Advisors LLC$751K1
323Sovereign's Capital Management, LLC$747K1
324one8zero8, LLC$733K1
325CLIFFORD SWAN INVESTMENT COUNSEL LLC$719K1
326AXQ CAPITAL, LP$718K1
327PROFUND ADVISORS LLC$712K1
328Indiana Trust & Investment Management Co$701K1
329Norinchukin Bank, The$693K1
330Radnor Capital Management, LLC$688K1
331MGO ONE SEVEN LLC$685K1
332MOODY NATIONAL BANK TRUST DIVISION$664K1
333Inspire Advisors, LLC$655K1
334COMMERCE BANK$646K1
335Marex Group Ltd$646K1
336NOMURA ASSET MANAGEMENT CO LTD$639K1
337Beacon Pointe Advisors, LLC$634K1
338Apella Capital, LLC$626K1
339MUFG Securities EMEA plc$617K1
340Spire Wealth Management$614K1
341ALPS ADVISORS INC$610K1
342Horizon Advisory Services, Inc.$606K1
343BROWN ADVISORY INC$599K1
344Frec Markets, Inc.$597K1
345SIGNATUREFD, LLC$596K1
346Carnegie Lake Advisors LLC$594K1
347ANGELES WEALTH MANAGEMENT, LLC$594K1
348Resonant Capital Advisors, LLC$594K1
349Roth Financial Partners LLC$591K1
350Amundi$584K1
351Blackhawk Capital Partners, LLC$577K1
352Focus Financial Network, Inc.$573K1
353Concurrent Investment Advisors, LLC$570K1
354Alessandra Capital Management, LLC$564K1
355INCEPTIONR LLC$562K1
356Asset Management One Co., Ltd.$554K1
357Range Financial Group LLC$538K1
358Net Worth Advisory Group$534K1
359CITIZENS FINANCIAL GROUP INC/RI$531K1
360Bleakley Financial Group, LLC$505K1
361Empirical Finance, LLC$498K1
362MARIETTA INVESTMENT PARTNERS LLC$495K1
363MACQUARIE GROUP LTD$493K1
364New Age Alpha Advisors, LLC$487K1
365NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$482K1
366Consilium Wealth Advisory, LLC$474K1
367CIDEL ASSET MANAGEMENT INC$466K1
368Abacus Planning Group, Inc.$458K1
369Cresset Asset Management, LLC$450K1
370UMB Bank, n.a.$438K1
371Sumitomo Mitsui DS Asset Management Company, Ltd$436K1
372North Dakota State Investment Board$435K1
373EXCHANGE TRADED CONCEPTS, LLC$431K1
374J.W. COLE ADVISORS, INC.$425K1
375BRAVE ASSET MANAGEMENT INC$424K1
376Dynamic Advisor Solutions LLC$423K1
377GREENLEAF TRUST$417K1
378MUFG SECURITIES AMERICAS INC.$417K1
379TT Capital Management LLC$412K1
380CHILTON CAPITAL MANAGEMENT LLC$406K1
381SECURIAN ASSET MANAGEMENT, INC$405K1
382Neo Ivy Capital Management$401K1
383Waverly Advisors, LLC$401K1
384Squarepoint Ops LLC$400K1
385Sagewood Asset Management LP$400K1
386CANANDAIGUA NATIONAL CORP$397K1
387SAGESPRING WEALTH PARTNERS, LLC$397K1
388MAI Capital Management$396K1
389Jackson Hole Capital Partners, LLC$393K1
390JOURNEY STRATEGIC WEALTH LLC$391K1
391Manske Wealth Management$390K1
392STOREBRAND ASSET MANAGEMENT AS$388K1
393EntryPoint Capital, LLC$388K1
394Stratos Wealth Partners, LTD.$382K1
395TOCQUEVILLE ASSET MANAGEMENT L.P.$382K1
396Advisory Resource Group$380K1
397Wedmont Private Capital$378K1
398Philip James Wealth Mangement, LLC$377K1
399IHT Wealth Management, LLC$374K1
400Callan Family Office, LLC$373K1
401HUB Investment Partners, LLC$371K1
402LVW Advisors, LLC$369K1
403Advisors Asset Management, Inc.$365K1
404Belpointe Asset Management LLC$364K1
405KEYBANK NATIONAL ASSOCIATION/OH$363K1
406PATTON FUND MANAGEMENT, INC.$362K1
407Empirical Asset Management, LLC$361K1
408Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$360K1
409VIAWEALTH, LLC$359K1
410Sunpointe, LLC$356K1
411GERMAN AMERICAN BANCORP, INC.$355K1
412Aprio Wealth Management, LLC$352K1
413US Asset Management LLC$351K1
414Institute for Wealth Management, LLC.$349K1
415Modern Wealth Management, LLC$343K1
416CHOREO, LLC$335K1
417Fractal Investments LLC$334K1
418Focus Partners Advisor Solutions, LLC$333K1
419MinichMacGregor Wealth Management, LLC$330K1
420Tower Research Capital LLC (TRC)$330K1
421Inscription Capital, LLC$322K1
422RWA WEALTH PARTNERS, LLC$319K1
423Independent Wealth Network Inc.$313K1
424DENALI ADVISORS LLC$310K1
425Dorsey & Whitney Trust CO LLC$306K1
426WHITE PINE CAPITAL LLC$305K1
427EVOKE WEALTH, LLC$300K1
428Azimuth Capital Investment Management LLC$297K1
429Baader Bank Aktiengesellschaft$295K1
430BAXTER BROS INC$294K1
4311776 Wealth LLC$292K1
432Berger Financial Group, Inc$289K1
433IRON Financial LLC$288K1
434Metis Global Partners, LLC$287K1
435Byrne Asset Management LLC$285K1
436BOOTHBAY FUND MANAGEMENT, LLC$285K1
437Annex Advisory Services, LLC$282K1
438JOHNSON INVESTMENT COUNSEL INC$277K1
439Dorato Capital Management$276K1
440Parcion Private Wealth LLC$267K1
441Frank, Rimerman Advisors LLC$260K1
442Aaron Wealth Advisors LLC$260K1
443DAVENPORT & Co LLC$260K1
444PRELUDE CAPITAL MANAGEMENT, LLC$258K1
445LMR Partners LLP$258K1
446DIVERSIFY WEALTH MANAGEMENT, LLC$256K1
447Klingman & Associates, LLC$256K1
448TEMA ETFS LLC$256K1
449NWF Advisory Services Inc.$256K1
450Kathmere Capital Management, LLC$251K1
451Diversified Trust Co$250K1
452Deseret Mutual Benefit Administrators$249K1
453Simplicity Wealth,LLC$249K1
454CI INVESTMENTS INC.$247K1
455Optas, LLC$247K1
456Rodgers Brothers Inc.$244K1
457Allworth Financial LP$244K1
458VestGen Advisors, LLC$240K1
459Canandaigua National Trust Co of Florida$240K1
460CHILDRESS CAPITAL ADVISORS, LLC$239K1
461Retirement Planning Group, LLC$238K1
462Pallas Capital Advisors LLC$237K1
463Signal Advisors Wealth, LLC$234K1
464Checchi Capital Advisers, LLC$233K1
465180 WEALTH ADVISORS, LLC$232K1
466SBI Securities Co., Ltd.$231K1
467BANK OF NOVA SCOTIA$228K1
468Sterneck Capital Management, LLC$227K1
469Aptus Capital Advisors, LLC$224K1
470Prospera Financial Services Inc$223K1
471Diametric Capital, LP$222K1
472Baron Wealth Management LLC$222K1
473Marble Wealth, LLC$222K1
474Advisor OS, LLC$219K1
475GTS SECURITIES LLC$217K1
476CoreCommodity Management, LLC$216K1
477MILLER WEALTH ADVISORS, LLC$216K1
478Wealth Alliance Advisory Group, LLC$216K1
479Turtle Creek Wealth Advisors, LLC$215K1
480Hamilton Capital, LLC$213K1
481Resona Asset Management Co.,Ltd.$213K1
482U.S. Capital Wealth Advisors, LLC$212K1
483KING LUTHER CAPITAL MANAGEMENT CORP$212K1
484LMCG INVESTMENTS, LLC$209K1
485MJP ASSOCIATES INC /ADV$209K1
486Virtus Investment Advisers, LLC$205K1
487Advisor Resource Council$205K1
488Vivaldi Capital Management LP$203K1
489Meeder Advisory Services, Inc.$203K1
490Avestar Capital, LLC$202K1
491StoneX Group Inc.$200K1
492Arax Advisory Partners$193K1
493LSV ASSET MANAGEMENT$184K1
494FEDERATED HERMES, INC.$173K1
495MATHER GROUP, LLC.$170K1
496Larson Financial Group LLC$163K1
497Eurizon Capital SGR S.p.A.$158K1
498TOTH FINANCIAL ADVISORY CORP$154K1
499Generali Investments, Management Co LLC$140K1
500Ameritas Investment Partners, Inc.$135K1
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)0 buy / 1 sell
Congress net ($ bound)−$15.0K to −$1.0K
Filers net (actions)not in build
Filers net ($ 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 APA

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for APA · financials and macro

Financials — as filed PLANNED

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