Public record / Tickers / APD

APD — Air Products & Chemicals, Inc.

Both disclosure regimes on one name: who in Congress filed about APD, 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
92
all PTR rows naming APD
Members · 12m
5
3 buys · 5 sells · by trade date
Latest PTR
08-14
filed 2026-08-14
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 06:30 UTCno price data — a disclosure record, not a chart

Scott Franklin · $50.0K–$100K

Purchase · traded 2024-08-07 → filed 2024-08-20. Ranked over every APD row by the provable lower bound, never a point estimate.

5 members · 3 buys / 5 sells

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

19 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

16 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. 16 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING APD · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning APD
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-14Richard McCormick R–GA-7SaleTraded 07-30 +15d$1K–$15K
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-04-08Josh Gottheimer D–NJ-5Purchase · JT (jointly owned)Traded 03-05 +34d$1K–$15K
2026-01-15Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 2025-12-18 +28d$1K–$15K
2026-01-14Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 2025-12-08 +37d$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 92 ↗

Members active in APD

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing APD 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.
Josh Gottheimer D–NJ-52−$49.0K to $02
Julie Johnson D–TX-322−$30.0K to −$2.0K4
Richard McCormick R–GA-72−$14.0K to $14.0K3
Alan Armstrong R–OK1$1.0K to $15.0K2
Lisa C. McClain R–MI-91−$15.0K to −$1.0K2

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

Congress ↔ notable managers · APD

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
1 Richard McCormick R–GA-7 $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Adding
1 Markel Group $21.9M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · AIR PRODS & CHEMS INC

Merged timeline of congressional filings and notable-manager moves on APD
DateWhoChangeSize
2026-08-14Richard McCormick CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Viking Global Investors 13Ftrim−678,439 sh
2026-05-15Gotham Asset Management 13Ftrim−1,479 sh
2026-05-01Markel Group 13Fadd+4,000 sh

5 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of APD for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$5.2B1
2VANGUARD CAPITAL MANAGEMENT LLC$4.2B1
3STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$3.4B1
4Capital Research Global Investors$3.0B1
5STATE STREET CORP$2.9B1
6Capital International Investors$2.9B1
7DODGE & COX$2.7B1
8VANGUARD PORTFOLIO MANAGEMENT LLC$1.7B1
9GEODE CAPITAL MANAGEMENT, LLC$1.4B1
10BANK OF AMERICA CORP /DE/$1.3B1
11VIKING GLOBAL INVESTORS LP$1.2B1
12FRANKLIN RESOURCES INC$1.0B1
13RAYMOND JAMES FINANCIAL INC$927M1
14MORGAN STANLEY$921M1
15NORTHERN TRUST CORP$891M1
16Aristotle Capital Management, LLC$780M1
17Clearbridge Investments, LLC$759M1
18ROYAL BANK OF CANADA$732M1
19MASSACHUSETTS FINANCIAL SERVICES CO /MA/$719M1
20BARROW HANLEY MEWHINNEY & STRAUSS LLC$637M1
21UBS Group AG$595M1
22Bank of New York Mellon Corp$498M1
23STIFEL FINANCIAL CORP$478M1
24DIMENSIONAL FUND ADVISORS LP$468M1
25WELLS FARGO & COMPANY/MN$461M1
26CHARLES SCHWAB INVESTMENT MANAGEMENT INC$405M1
27FMR LLC$391M1
28LONDON CO OF VIRGINIA$382M1
29VANGUARD FIDUCIARY TRUST CO$364M1
30Sessa Capital IM, L.P.$344M1
31Holocene Advisors, LP$323M1
32Legal & General Group Plc$320M1
33Invesco Ltd.$317M1
34UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$311M1
35CITADEL ADVISORS LLC$295M1
36ENVESTNET ASSET MANAGEMENT INC$228M1
37PRINCIPAL FINANCIAL GROUP INC$225M1
38BALYASNY ASSET MANAGEMENT L.P.$211M1
39D. E. Shaw & Co., Inc.$210M1
40Nuveen, LLC$204M1
41Amundi$203M1
42ProShare Advisors LLC$193M1
43Swiss National Bank$190M1
44BARCLAYS PLC$184M1
45Point72 Asset Management, L.P.$169M1
46Sumitomo Mitsui Trust Group, Inc.$157M1
47MILLENNIUM MANAGEMENT LLC$155M1
48Mitsubishi UFJ Asset Management Co., Ltd.$153M1
49DEUTSCHE BANK AG\$145M1
50Vanguard Global Advisers, LLC$142M1
51HSBC HOLDINGS PLC$133M1
52VANGUARD ASSET MANAGEMENT, Ltd$130M1
53LPL Financial LLC$123M1
54AMERIPRISE FINANCIAL INC$116M1
55Empower Advisory Group, LLC$113M1
56Tidal Investments LLC$113M1
57BAHL & GAYNOR INC$110M1
58National Pension Service$103M1
59BRISTOL JOHN W & CO INC /NY/$99.8M1
60Haverford Trust Co$95.3M1
61CANADA PENSION PLAN INVESTMENT BOARD$94.8M1
62M&T BANK CORP$92.0M1
63HighTower Advisors, LLC$86.9M1
64CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$82.2M1
65SEI INVESTMENTS CO$80.7M1
66CITIGROUP INC$79.5M1
67NOMURA ASSET MANAGEMENT CO LTD$78.5M1
68FIFTH THIRD BANCORP$74.1M1
69Corient Private Wealth LLC$71.1M1
70Capital International, Inc./CA/$64.9M1
71ANCHOR CAPITAL ADVISORS LLC$63.3M1
72CONFLUENCE INVESTMENT MANAGEMENT LLC$63.2M1
73STALEY CAPITAL ADVISERS INC$63.0M1
74Mariner, LLC$62.5M1
75NEW YORK STATE COMMON RETIREMENT FUND$61.5M1
76BANK OF MONTREAL /CAN/$59.6M1
77ALLIANCEBERNSTEIN L.P.$58.3M1
78Vest Financial, LLC$57.2M1
79STOREBRAND ASSET MANAGEMENT AS$55.8M1
80STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$55.6M1
81AVIVA PLC$55.3M1
82ADAGE CAPITAL PARTNERS GP, L.L.C.$53.6M1
83NATIONAL BANK OF CANADA /FI/$50.9M1
84Cetera Investment Advisers$48.1M1
85WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$45.8M1
86FIRST TRUST ADVISORS LP$45.5M1
87ASSETMARK, INC$43.6M1
88Universal- Beteiligungs- und Servicegesellschaft mbH$42.1M1
89Perpetual Ltd$40.9M1
90Albar Capital Partners LLP$40.7M1
91SMITH CHAS P & ASSOCIATES PA CPAS$38.8M1
92DANSKE BANK A/S$38.3M1
93BNP Paribas Asset Management Holding S.A.$38.3M1
94Cardinal Capital Management, Inc.$37.4M1
95KEYBANK NATIONAL ASSOCIATION/OH$36.3M1
96TOCQUEVILLE ASSET MANAGEMENT L.P.$36.0M1
97SATURNA CAPITAL CORP$35.5M1
98STATE OF WISCONSIN INVESTMENT BOARD$34.6M1
99MANUFACTURERS LIFE INSURANCE COMPANY, THE$34.0M1
100US BANCORP \DE\$33.9M1
101OSTERWEIS CAPITAL MANAGEMENT INC$33.2M1
102Chevy Chase Trust Holdings, LLC$32.9M1
103GRANDFIELD & DODD, LLC$32.3M1
104Vanguard Investments Australia, Ltd.$32.2M1
105Vontobel Holding Ltd.$32.2M1
106BECKER CAPITAL MANAGEMENT INC$31.8M1
107Focus Partners Wealth$31.7M1
108PRUDENTIAL FINANCIAL INC$31.5M1
109Iron Gate Global Advisors LLC$31.2M1
110&PARTNERS$31.1M1
111Quantinno Capital Management LP$30.9M1
112BLAIR WILLIAM & CO/IL$30.7M1
113COMMONWEALTH EQUITY SERVICES, LLC$30.6M1
114Cerity Partners LLC$29.5M1
115PACIFIC HEIGHTS ASSET MANAGEMENT LLC$29.0M1
116Baird Financial Group, Inc.$29.0M1
117APG Asset Management N.V.$28.7M1
118KING LUTHER CAPITAL MANAGEMENT CORP$28.1M1
119NAN FUNG TRINITY (HK) Ltd$28.1M1
120Aberdeen Group plc$27.4M1
121ASSOCIATED BANC-CORP$27.3M1
122Ensign Peak Advisors, Inc$27.3M1
123Asset Management One Co., Ltd.$27.1M1
124Zurcher Kantonalbank (Zurich Cantonalbank)$26.9M1
125Steward Partners Investment Advisory, LLC$26.7M1
126Americana Partners, LLC$26.3M1
127Quadrature Capital Ltd$26.0M1
128Creative Planning$25.6M1
129SUMMITRY LLC$25.6M1
130Pictet Asset Management Holding SA$25.3M1
131Qube Research & Technologies Ltd$25.1M1
132TD ASSET MANAGEMENT INC$25.1M1
133KLP KAPITALFORVALTNING AS$23.9M1
134Old West Investment Management, LLC$23.8M1
135Cannell & Spears LLC$23.1M1
136ZWJ INVESTMENT COUNSEL INC$22.8M1
137VICTORY CAPITAL MANAGEMENT INC$22.6M1
138HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$22.4M1
139Resona Asset Management Co.,Ltd.$22.1M1
140GUGGENHEIM CAPITAL LLC$22.0M1
141MARKEL GROUP INC.$21.9M1
142SUSQUEHANNA INTERNATIONAL GROUP, LLP$21.9M1
143State of New Jersey Common Pension Fund D$21.9M1
144Maple Capital Management, Inc.$21.9M1
145BENJAMIN EDWARDS INC$21.5M1
146Swedbank AB$21.0M1
147FARMERS & MERCHANTS INVESTMENTS INC$20.4M1
148CAPITOLIS LIQUID GLOBAL MARKETS LLC$20.1M1
149CREDIT AGRICOLE S A$19.8M1
150MML INVESTORS SERVICES, LLC$19.4M1
151Tredje AP-fonden$19.2M1
152TORONTO DOMINION BANK$19.0M1
153OSAIC HOLDINGS, INC.$18.8M1
154AMERICAN CENTURY COMPANIES INC$18.7M1
155Squarepoint Ops LLC$18.7M1
156NICHOLS & PRATT ADVISERS LLP /MA$18.5M1
157HF Capital, LLC$18.3M1
158Korea Investment CORP$18.0M1
159ROCKLAND TRUST CO$17.7M1
160Arizona State Retirement System$17.7M1
161OPPENHEIMER ASSET MANAGEMENT INC.$17.6M1
162Czech National Bank$17.6M1
163TRUIST FINANCIAL CORP$17.5M1
164NISA INVESTMENT ADVISORS, LLC$17.4M1
165Night Squared LP$17.3M1
166CIBC Asset Management Inc$17.0M1
167STATE OF MICHIGAN RETIREMENT SYSTEM$16.9M1
168Calamos Advisors LLC$16.8M1
169Zurich Insurance Group Ltd/FI$16.7M1
170NewEdge Advisors, LLC$16.6M1
171Rockefeller Capital Management L.P.$16.4M1
172Aquatic Capital Management LLC$16.3M1
173CIBC Bancorp USA Inc.$16.2M1
174MATHER GROUP, LLC.$16.0M1
175DnB Asset Management AS$15.9M1
176SKBA CAPITAL MANAGEMENT LLC$15.5M1
177SEB Asset Management AB$15.2M1
178MetLife Investment Management, LLC$15.1M1
179COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$15.1M1
180Ceredex Value Advisors LLC$15.0M1
181Running Oak Capital LLC$14.9M1
182Midwest Trust Co$14.9M1
183Lansforsakringar Fondforvaltning AB (publ)$14.7M1
184ARMSTRONG HENRY H ASSOCIATES INC$14.7M1
185WELLINGTON MANAGEMENT GROUP LLP$14.5M1
186YOUSIF CAPITAL MANAGEMENT, LLC$14.5M1
187GLENMEDE TRUST CO NA$14.1M1
188Mirae Asset Global Investments Co., Ltd.$14.1M1
189XPONANCE LLC$14.0M1
190KANAWHA CAPITAL MANAGEMENT LLC$13.9M1
191IFM Investors Pty Ltd$13.7M1
192Retirement Systems of Alabama$13.7M1
193Janus Henderson Group Ltd.$13.6M1
194OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$13.3M1
195Capital World Investors$13.3M1
196DAVENPORT & Co LLC$12.6M1
197NORDEA INVESTMENT MANAGEMENT AB$12.5M1
198Advisors Asset Management, Inc.$12.3M1
199World Investment Advisors$12.3M1
200Daiwa Securities Group Inc.$12.2M1
201Tiller Private Wealth, Inc.$12.2M1
202MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$12.1M1
203Candriam S.C.A.$11.9M1
204GUARDIAN CAPITAL LP$11.9M1
205EagleClaw Capital Managment, LLC$11.8M1
206Madison Asset Management, LLC$11.8M1
207ROYAL LONDON ASSET MANAGEMENT LTD$11.7M1
208KCM INVESTMENT ADVISORS LLC$11.6M1
209MERCER GLOBAL ADVISORS INC /ADV$11.6M1
210TEACHER RETIREMENT SYSTEM OF TEXAS$11.5M1
211Teamwork Financial Advisors, LLC$11.2M1
212JGP Wealth Management, LLC$11.1M1
213O'SHAUGHNESSY ASSET MANAGEMENT, LLC$10.9M1
214COMMERCE BANK$10.8M1
215USS Investment Management Ltd$10.8M1
216GRIFFIN ASSET MANAGEMENT, INC.$10.6M1
217HFR Wealth Management, LLC$10.6M1
218Utah Retirement Systems$10.5M1
219NewEdge Wealth, LLC$10.5M1
220PUBLIC SECTOR PENSION INVESTMENT BOARD$10.4M1
221St. James Investment Company, LLC$10.4M1
222LONGFELLOW INVESTMENT MANAGEMENT CO LLC$10.3M1
223VOYA INVESTMENT MANAGEMENT LLC$10.3M1
224FIDUCIARY TRUST CO$10.0M1
225Cresset Asset Management, LLC$9.9M1
226MGO ONE SEVEN LLC$9.7M1
227WELCH & FORBES LLC$9.7M1
228NEW YORK LIFE INVESTMENT MANAGEMENT LLC$9.6M1
229Private Advisor Group, LLC$9.6M1
230AQR CAPITAL MANAGEMENT LLC$9.6M1
231Crossmark Global Holdings, Inc.$9.5M1
232Solidarity Wealth, LLC$9.4M1
233HB Wealth Management, LLC$9.3M1
234Waverly Advisors, LLC$9.3M1
235Socorro Asset Management LP$9.2M1
236Sumitomo Mitsui DS Asset Management Company, Ltd$9.2M1
237BANK OF NOVA SCOTIA$9.0M1
238NEOS Investment Management LLC$9.0M1
239Swiss Life Asset Management Ltd$9.0M1
240BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$8.9M1
241Meiji Yasuda Asset Management Co Ltd.$8.9M1
242INTACT INVESTMENT MANAGEMENT INC.$8.5M1
243Compass Wealth Management LLC$8.5M1
244NOMURA HOLDINGS INC$8.5M1
245Callan Family Office, LLC$8.5M1
246Jain Global LLC$8.4M1
247NISSAY ASSET MANAGEMENT CORP /JAPAN$8.4M1
248Man Group plc$8.3M1
249Pathstone Holdings, LLC$8.3M1
250Nordwand Advisors, LLC$8.2M1
251GHP Investment Advisors, Inc.$8.2M1
252Orion Porfolio Solutions, LLC$8.2M1
253Vanguard Personalized Indexing Management, LLC$8.1M1
254AMERICAN NATIONAL BANK & TRUST$8.1M1
255Marks Group Wealth Management, Inc$8.0M1
256BROWN ADVISORY INC$7.9M1
257DIVERSIFY WEALTH MANAGEMENT, LLC$7.9M1
258CULBERTSON A N & CO INC$7.9M1
259BNC WEALTH MANAGEMENT, LLC$7.9M1
260Atria Investments, Inc$7.8M1
261OPPENHEIMER & CO INC$7.8M1
262AE Wealth Management LLC$7.8M1
263United Asset Strategies, Inc.$7.7M1
264Westerkirk Capital Inc.$7.7M1
265Pine Valley Investments Ltd Liability Co$7.7M1
266Concurrent Investment Advisors, LLC$7.6M1
267Telos Capital Management, Inc.$7.5M1
268MACKENZIE FINANCIAL CORP$7.4M1
269Stratos Wealth Partners, LTD.$7.4M1
270OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.4M1
271SMA Capital LLC$7.4M1
272Kestra Advisory Services, LLC$7.3M1
273SEVEN GRAND MANAGERS, LLC$7.3M1
274Woodline Partners LP$7.3M1
275CARDEROCK CAPITAL MANAGEMENT INC$7.2M1
276Ascent Wealth Partners, LLC$7.1M1
277STEPHENS INC /AR/$7.1M1
278Pinnacle Financial Partners, Inc.$7.0M1
279MAI Capital Management$6.9M1
280MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$6.9M1
281FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$6.8M1
282MEYER HANDELMAN CO$6.8M1
283HOWE & RUSLING INC$6.7M1
284BRADLEY FOSTER & SARGENT INC/CT$6.7M1
285Ally Financial Inc.$6.7M1
286Eurizon Capital SGR S.p.A.$6.6M1
287SCHRODER INVESTMENT MANAGEMENT GROUP$6.6M1
288OP Asset Management Ltd$6.6M1
289Two Point Capital Management, Inc.$6.6M1
290Sowell Financial Services LLC$6.5M1
291NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6.5M1
292Atlantic Union Bankshares Corp$6.5M1
293Penobscot Investment Management Company, Inc.$6.3M1
294AZZAD ASSET MANAGEMENT INC /ADV$6.2M1
295UNITED CAPITAL FINANCIAL ADVISORS, LLC$6.2M1
296DEARBORN PARTNERS LLC$6.2M1
297Chesley Taft & Associates LLC$6.2M1
298Investment Management Corp of Ontario$6.1M1
299SPRING CAPITAL MANAGEMENT, LLC$6.0M1
300Trajan Wealth LLC$5.9M1
301Kingsview Wealth Management, LLC$5.9M1
302Third View Private Wealth, LLC$5.9M1
303Kesler, Norman & Wride, LLC$5.9M1
304MACQUARIE GROUP LTD$5.8M1
305SCOTIA CAPITAL INC.$5.8M1
306Federation des caisses Desjardins du Quebec$5.8M1
307Vestmark Advisory Solutions, Inc.$5.8M1
308ARCADIA INVESTMENT MANAGEMENT CORP/MI$5.7M1
309HM PAYSON & CO$5.7M1
310JANE STREET GROUP, LLC$5.7M1
311ProVise Management Group, LLC$5.6M1
312UniSuper Management Pty Ltd$5.6M1
313ASR Vermogensbeheer N.V.$5.6M1
314Goelzer Investment Management, Inc.$5.5M1
315Wealth Advisory Solutions, LLC$5.5M1
316Wealthfront Advisers LLC$5.5M1
317CAMBIENT FAMILY OFFICE, LLC$5.5M1
318EP Wealth Advisors, LLC$5.4M1
319Walleye Capital LLC$5.4M1
320Linscomb Wealth, Inc.$5.4M1
321BONTEMPO OHLY CAPITAL MGMT LLC$5.4M1
322JENNISON ASSOCIATES LLC$5.4M1
323Blue Zone Wealth Advisors, LLC$5.3M1
324JOHNSON INVESTMENT COUNSEL INC$5.3M1
325ADAMS NATURAL RESOURCES FUND, INC.$5.3M1
326Eliot Finkel Investment Counsel, LLC$5.3M1
327Scissortail Wealth Management, LLC$5.2M1
328Bragg Financial Advisors, Inc$5.1M1
329U.S. Capital Wealth Advisors, LLC$5.1M1
330REGIONS FINANCIAL CORP$5.1M1
331NAPLES GLOBAL ADVISORS, LLC$5.0M1
332OMERS ADMINISTRATION Corp$5.0M1
333Monte Financial Group, LLC$5.0M1
334Clear Trail Advisors, LLC$4.9M1
335Lombard Odier Asset Management (Switzerland) SA$4.9M1
336Comprehensive Financial Consultants Institutional, Inc.$4.9M1
337Sterling Capital Management LLC$4.9M1
338NorthCrest Asset Manangement, LLC$4.8M1
339HARRELL INVESTMENT PARTNERS, LLC$4.8M1
340ROMANO BROTHERS AND COMPANY$4.7M1
341KORNITZER CAPITAL MANAGEMENT INC /KS$4.7M1
342KESTRA PRIVATE WEALTH SERVICES, LLC$4.7M1
343PANAGORA ASSET MANAGEMENT INC$4.7M1
344CHOREO, LLC$4.6M1
345Ethic Inc.$4.6M1
346GS Investments, Inc.$4.6M1
347AIGEN INVESTMENT MANAGEMENT, LP$4.6M1
348Morningstar Investment Management LLC$4.6M1
349Stonebridge Financial Group, LLC$4.6M1
350D.A. DAVIDSON & CO.$4.5M1
351PRINCIPAL SECURITIES, INC.$4.4M1
352PARK NATIONAL CORP /OH/$4.4M1
353Rodgers Brothers Inc.$4.4M1
354Core Alternative Capital$4.4M1
355Harbour Trust & Investment Management Co$4.4M1
356ABN AMRO INVESTMENT SOLUTIONS$4.4M1
357Sage Capital Advisors,llc$4.3M1
358Wilmington Savings Fund Society, FSB$4.3M1
359NovaPoint Capital, LLC$4.3M1
360Tulsa Wealth Advisors, INC$4.3M1
361Concentric Capital Strategies, LP$4.2M1
362Turtle Creek Wealth Advisors, LLC$4.1M1
363Curi Capital, LLC$4.1M1
364MONARCH CAPITAL MANAGEMENT INC$4.0M1
365UMB Bank, n.a.$4.0M1
366Lido Advisors, LLC$3.9M1
367Belpointe Asset Management LLC$3.9M1
368CALIBER WEALTH MANAGEMENT, LLC / KS$3.9M1
369Walnut Level Capital LLC$3.9M1
370First Nebraska Trust Co$3.9M1
371RWA WEALTH PARTNERS, LLC$3.9M1
372EASTERN BANK$3.9M1
373MIZUHO SECURITIES USA LLC$3.9M1
374Generali Asset Management SPA SGR$3.9M1
375Leonteq Securities AG$3.9M1
376Clark & Stuart, Inc$3.9M1
377WCG Wealth Advisors LLC$3.9M1
378Rafferty Asset Management, LLC$3.9M1
379Sepio Capital, LP$3.8M1
380LaFleur & Godfrey LLC$3.8M1
381PITTENGER & ANDERSON INC$3.8M1
382Central Pacific Bank - Trust Division$3.8M1
383BRADY FAMILY WEALTH, LLC$3.7M1
384Azimuth Capital Investment Management LLC$3.7M1
385Osmosis Investment Management UK Ltd$3.7M1
386AG2R LA MONDIALE GESTION D'ACTIFS$3.7M1
387Aptus Capital Advisors, LLC$3.6M1
388FLPUTNAM INVESTMENT MANAGEMENT CO$3.6M1
389River Wealth Advisors LLC$3.6M1
390Marble Harbor Investment Counsel, LLC$3.6M1
391ExodusPoint Capital Management, LP$3.5M1
392WEDGE CAPITAL MANAGEMENT L L P/NC$3.4M1
393Founders Capital Management$3.4M1
394BEACON FINANCIAL GROUP$3.4M1
395Empowered Funds, LLC$3.4M1
396Moors & Cabot, Inc.$3.4M1
397HORAN Wealth, LLC$3.4M1
398VestGen Advisors, LLC$3.3M1
399Meridian Wealth Advisors, LLC$3.3M1
400Amova Asset Management Americas, Inc.$3.3M1
401Maryland State Retirement & Pension System$3.3M1
402Prospera Financial Services Inc$3.2M1
403MERIDIAN MANAGEMENT CO$3.2M1
404Norinchukin Bank, The$3.2M1
405NLB Skladi, upravljanje premozenja, d.o.o.$3.2M1
406NORTHEAST INVESTMENT MANAGEMENT$3.2M1
407BAILARD, INC.$3.2M1
408LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$3.1M1
409INTECH INVESTMENT MANAGEMENT LLC$3.1M1
410Clearstead Advisors, LLC$3.1M1
411Modera Wealth Management, LLC$3.1M1
412Schonfeld Strategic Advisors LLC$3.1M1
413Savant Capital, LLC$3.1M1
414Apollon Wealth Management, LLC$3.0M1
415Haverford Financial Services, Inc.$3.0M1
416DONALDSON CAPITAL MANAGEMENT, LLC$3.0M1
417TOKIO MARINE ASSET MANAGEMENT CO LTD$3.0M1
418Allspring Global Investments Holdings, LLC$3.0M1
419Tower Research Capital LLC (TRC)$3.0M1
420BUCKHEAD CAPITAL MANAGEMENT LLC$3.0M1
421PINKERTON WEALTH, LLC$3.0M1
422BEESE FULMER INVESTMENT MANAGEMENT, INC.$2.9M1
423Round Rock Advisors LLC$2.9M1
424Jacobi Capital Management LLC$2.9M1
425FOUNDERS FINANCIAL SECURITIES LLC$2.9M1
426MITCHELL & PAHL PRIVATE WEALTH, LLC$2.9M1
427STRATEGY ASSET MANAGERS LLC$2.8M1
428CHAPIN DAVIS, INC.$2.8M1
429J.W. COLE ADVISORS, INC.$2.7M1
430MV CAPITAL MANAGEMENT, INC.$2.7M1
431Birch Hill Investment Advisors LLC$2.7M1
432CWM, LLC$2.7M1
433Vivid Wealth Management, LLC$2.7M1
434RFG Advisory, LLC$2.7M1
435QUADRANT CAPITAL GROUP LLC$2.7M1
436BAXTER BROS INC$2.7M1
437Vident Advisory, LLC$2.7M1
438Brevan Howard Capital Management LP$2.7M1
439MUFG Securities EMEA plc$2.7M1
440TD Waterhouse Canada Inc.$2.6M1
441Summit Trail Advisors, LLC$2.6M1
442OPUS INVESTMENT MANAGEMENT INC$2.6M1
443Peterson Wealth Services$2.6M1
444SVB WEALTH LLC$2.5M1
445NORTHCAPE WEALTH MANAGEMENT, LLC$2.5M1
446Prosperity Consulting Group, LLC$2.5M1
447Hixon Zuercher, LLC$2.5M1
448Sequoia Financial Advisors, LLC$2.5M1
449Jefferies Financial Group Inc.$2.5M1
450Dai-ichi Life Insurance Company, Ltd$2.5M1
451ALKEME WEALTH, LLC$2.5M1
452Lineweaver Wealth Advisors, LLC$2.5M1
453TRUST CO OF TOLEDO NA /OH/$2.5M1
454WealthPlan Investment Management, LLC$2.5M1
455DELTA FINANCIAL ADVISORS LLC$2.4M1
456JERICHO FINANCIAL, LLP$2.4M1
457Columbia Bank$2.4M1
458Saudi Central Bank$2.4M1
459Strengthening Families & Communities, LLC$2.4M1
460Platform Technology Partners$2.4M1
461Laird Norton Wetherby Trust Company, LLC$2.4M1
462SevenBridge Financial Group, LLC$2.3M1
463TWIN CITY PRIVATE WEALTH, LLC$2.3M1
464CrossGen Wealth, LLC$2.3M1
465SIMPLEX TRADING, LLC$2.3M1
466CENTRAL TRUST Co$2.3M1
467CHATHAM CAPITAL GROUP, INC.$2.3M1
468Strategic Advisors LLC$2.3M1
469MYCIO WEALTH PARTNERS, LLC$2.3M1
470Allianz Asset Management GmbH$2.2M1
471JENSEN INVESTMENT MANAGEMENT INC$2.2M1
472Corsicana & Co.$2.2M1
473MidFirst Bank$2.2M1
474Chicago Capital, LLC$2.2M1
475Crescent Sterling, Ltd.$2.2M1
476QRG CAPITAL MANAGEMENT, INC.$2.2M1
477Cordatus Wealth Management LLC$2.2M1
478Empirical Finance, LLC$2.2M1
479Siemens Fonds Invest GmbH$2.2M1
480BAR HARBOR WEALTH MANAGEMENT$2.2M1
481Choate Investment Advisors$2.2M1
482Beacon Pointe Advisors, LLC$2.1M1
4831ST SOURCE BANK$2.1M1
484NBT BANK, N.A.$2.1M1
485Independence Bank of Kentucky$2.1M1
486Ascent Group, LLC$2.1M1
487Voya Financial Advisors, Inc.$2.1M1
488Patrick Mauro Investment Advisor, INC.$2.1M1
489NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.1M1
490Patriot Financial Group Insurance Agency, LLC$2.1M1
491Caldwell Trust Co$2.0M1
492SAGESPRING WEALTH PARTNERS, LLC$2.0M1
493Phoenix Wealth Advisors$2.0M1
494Castle Rock Wealth Management, LLC$2.0M1
495Beverly Hills Private Wealth, LLC$2.0M1
496Capital International Sarl$2.0M1
497BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2.0M1
498Dynamic Advisor Solutions LLC$2.0M1
499FIRST CITIZENS BANK & TRUST CO$2.0M1
500Smith Salley Wealth Management$1.9M1
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)3 buy / 5 sell
Congress net ($ bound)−$107K to $26.0K
Filers net (actions)not in build
Filers net ($ 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 APD

RETAINED WINDOW · ACTIVE HITS
Signal hits naming APD
KindRuleHits
COMMITTEEa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied1 hit
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 APD · financials and macro

Financials — as filed PLANNED

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