Public record / Tickers / APG

APG — APi Group Corp

Both disclosure regimes on one name: who in Congress filed about APG, 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
10
all PTR rows naming APG
Members · 12m
2
7 buys · 0 sells · by trade date
Latest PTR
09-10
filed 2026-09-10
13F holders
459
top-459 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

Markwayne Mullin · $15.0K–$50.0K

Purchase · traded 2026-02-04 → filed 2026-03-02. Ranked over every APG row by the provable lower bound, never a point estimate.

2 members · 7 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.

Every row filed inside 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

10 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. 10 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING APG · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning APG
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-10Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 08-04 +37d$1K–$15K
2026-03-02Markwayne Mullin R–OKPurchase · JT (jointly owned)Traded 02-04 +26d$15K–$50K
2026-02-04Markwayne Mullin R–OKPurchaseTraded 01-05 +30d$15K–$50K
2026-02-04Markwayne Mullin R–OKPurchase · SP (spouse-owned)Traded 01-05 +30d$15K–$50K
2025-11-18Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 10-15 +34d$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 10 ↗

Members active in APG

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing APG 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-314$4.0K to $60.0K2
Markwayne Mullin R–OK3$45.0K to $150K

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

Congress ↔ notable managers · APG

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

Congress · last 90 days

Buyers
1 Gilbert Ray Cisneros, Jr. D–CA-31 $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 · API GROUP CORP

Merged timeline of congressional filings and notable-manager moves on APG
DateWhoChangeSize
2026-09-10Gilbert Ray Cisneros, Jr. CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+437,201 sh
2026-05-15Viking Global Investors 13Ftrim−5,700,518 sh
2026-05-15Third Point 13Ftrim−970,000 sh
2026-05-15Bridgewater Associates 13Ftrim−25,352 sh
2026-05-15D1 Capital Partners 13Fexit−2,204,600 sh
2026-05-14Caxton Associates 13Fadd+28,578 sh

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

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

Top institutional holders of APG for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.4B1
2Janus Henderson Group Ltd.$947M1
3VANGUARD CAPITAL MANAGEMENT LLC$673M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$633M1
5Durable Capital Partners LP$599M1
6STATE STREET CORP$456M1
7GEODE CAPITAL MANAGEMENT, LLC$333M1
8Invesco Ltd.$265M1
9Artisan Partners Limited Partnership$257M1
10Findlay Park Partners LLP$242M1
11VIKING GLOBAL INVESTORS LP$237M1
12Pictet Asset Management Holding SA$219M1
13FMR LLC$205M1
14WESTFIELD CAPITAL MANAGEMENT CO LP$188M1
15Capital Research Global Investors$186M1
16MONTRUSCO BOLTON INVESTMENTS INC.$184M1
17Allspring Global Investments Holdings, LLC$154M1
18DIMENSIONAL FUND ADVISORS LP$151M1
19Clearbridge Investments, LLC$147M1
20Progeny 3, Inc.$143M1
21MORGAN STANLEY$130M1
22ROYAL LONDON ASSET MANAGEMENT LTD$124M1
23NORTHERN TRUST CORP$124M1
24UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$119M1
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC$119M1
26BANK OF AMERICA CORP /DE/$102M1
27Lionstone Capital Management LLC$100M1
28VANGUARD FIDUCIARY TRUST CO$95.7M1
29Third Point LLC$82.3M1
30Capital World Investors$75.8M1
31SCHWARTZ INVESTMENT COUNSEL INC$74.7M1
32WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$70.5M1
33Assenagon Asset Management S.A.$66.8M1
34Gates Capital Management, Inc.$64.8M1
35ADW Capital Management, LLC$60.1M1
36M.D. Sass, LLC$56.1M1
37TEACHER RETIREMENT SYSTEM OF TEXAS$55.0M1
38Spyglass Capital Management LLC$51.5M1
39ALLIANCEBERNSTEIN L.P.$49.2M1
40UBS Group AG$48.6M1
41Nuveen, LLC$46.9M1
42Qube Research & Technologies Ltd$46.3M1
43Swedbank AB$42.9M1
44Robeco Schweiz AG$42.5M1
45SEI INVESTMENTS CO$42.4M1
46PRINCIPAL FINANCIAL GROUP INC$34.7M1
47Retirement Systems of Alabama$32.7M1
48CITIGROUP INC$32.4M1
49Amundi$31.9M1
50LPL Financial LLC$31.9M1
51FIRST TRUST ADVISORS LP$31.4M1
52ENVESTNET ASSET MANAGEMENT INC$31.0M1
53One Madison Group LLC$30.4M1
54Gotham Asset Management, LLC$30.3M1
55CITADEL ADVISORS LLC$30.0M1
56CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$29.9M1
57Select Equity Group, L.P.$29.5M1
58ROYCE & ASSOCIATES LP$29.5M1
59Swiss National Bank$29.4M1
60CORSAIR CAPITAL MANAGEMENT, L.P.$28.7M1
61Schonfeld Strategic Advisors LLC$26.9M1
62ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$26.9M1
63BALYASNY ASSET MANAGEMENT L.P.$25.4M1
64Universal- Beteiligungs- und Servicegesellschaft mbH$25.2M1
65RAYMOND JAMES FINANCIAL INC$23.6M1
66Trexquant Investment LP$22.8M1
67Point72 Asset Management, L.P.$22.7M1
68AQR CAPITAL MANAGEMENT LLC$22.6M1
69FRONTIER CAPITAL MANAGEMENT CO LLC$22.2M1
70TD ASSET MANAGEMENT INC$21.6M1
71Legal & General Group Plc$20.8M1
72Aristotle Atlantic Partners, LLC$18.3M1
73KINGDON CAPITAL MANAGEMENT, L.L.C.$18.2M1
74Lansing Management LP$17.4M1
75Squarepoint Ops LLC$17.4M1
76Tidal Investments LLC$17.1M1
77JNBA Financial Advisors$17.0M1
78Artemis Investment Management LLP$15.4M1
79Sycale Advisors (NY) LLC$14.9M1
80Pelham Capital Ltd.$14.5M1
81BNP Paribas Asset Management Holding S.A.$14.4M1
82Focus Partners Wealth$14.2M1
83JUPITER ASSET MANAGEMENT LTD$13.8M1
84Lingotto Investment Management LLP$12.4M1
85OSAIC HOLDINGS, INC.$11.8M1
86VANGUARD ASSET MANAGEMENT, Ltd$11.6M1
87CREDIT AGRICOLE S A$11.4M1
88KIRR MARBACH & CO LLC /IN/$11.1M1
89VOLORIDGE INVESTMENT MANAGEMENT, LLC$10.7M1
90ROYAL BANK OF CANADA$10.7M1
91Allianz Asset Management GmbH$10.6M1
92MANUFACTURERS LIFE INSURANCE COMPANY, THE$10.5M1
93Oribel Capital Management, LP$10.2M1
94DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$10.2M1
95DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$10.1M1
96Cruiser Capital Advisors, LLC$9.8M1
97Cerity Partners LLC$9.2M1
98STRS OHIO$9.1M1
99RENAISSANCE TECHNOLOGIES LLC$8.9M1
100Taikang Asset Management (Hong Kong) Co Ltd$8.4M1
101TEMA ETFS LLC$8.4M1
102STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$8.2M1
103NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$8.2M1
104CASTLEARK MANAGEMENT LLC$8.1M1
105PRUDENTIAL FINANCIAL INC$7.9M1
106STATE OF WISCONSIN INVESTMENT BOARD$7.8M1
107MetLife Investment Management, LLC$7.6M1
108Cetera Investment Advisers$7.5M1
109Illinois Municipal Retirement Fund$7.3M1
110HSBC HOLDINGS PLC$7.3M1
111Norwood Investment Partners, LP$7.1M1
112OPPENHEIMER ASSET MANAGEMENT INC.$7.1M1
113Asset Management One Co., Ltd.$7.1M1
114Long Focus Capital Management, LLC$7.0M1
115WELLS FARGO & COMPANY/MN$6.8M1
116Qsemble Capital Management, LP$6.5M1
117Arrow Capital Management, LLC$6.5M1
118Sumitomo Mitsui DS Asset Management Company, Ltd$6.4M1
119Vanguard Global Advisers, LLC$6.2M1
120FIL Ltd$6.2M1
1212Xideas AG$6.2M1
122MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$6.0M1
123WOLVERINE ASSET MANAGEMENT LLC$5.9M1
124NEW YORK STATE COMMON RETIREMENT FUND$5.8M1
125OP Asset Management Ltd$5.6M1
126COMMONWEALTH EQUITY SERVICES, LLC$5.5M1
127JANE STREET GROUP, LLC$5.3M1
128Graham Capital Management, L.P.$5.2M1
129ExodusPoint Capital Management, LP$4.9M1
130Verdence Capital Advisors LLC$4.9M1
131Bridgewater Associates, LP$4.8M1
132State of New Jersey Common Pension Fund D$4.8M1
133FIFTH THIRD BANCORP$4.7M1
134FEDERATED HERMES, INC.$4.5M1
135Carmel Capital Partners, LLC$4.4M1
136D.A. DAVIDSON & CO.$4.4M1
137MML INVESTORS SERVICES, LLC$4.2M1
138RICE HALL JAMES & ASSOCIATES, LLC$4.1M1
139VOYA INVESTMENT MANAGEMENT LLC$4.1M1
140Arizona State Retirement System$4.1M1
141CHOREO, LLC$4.0M1
142Zurcher Kantonalbank (Zurich Cantonalbank)$4.0M1
143Vestmark Advisory Solutions, Inc.$3.9M1
144Aquatic Capital Management LLC$3.9M1
145COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.9M1
146UNTITLED INVESTMENTS LP$3.8M1
147Mariner, LLC$3.8M1
148MASSACHUSETTS FINANCIAL SERVICES CO /MA/$3.8M1
149Vanguard Investments Australia, Ltd.$3.7M1
150Man Group plc$3.7M1
151Creative Planning$3.6M1
152FRANKLIN RESOURCES INC$3.6M1
153Davidson Kahn Capital Management, LLC$3.5M1
154SaddleRock Capital Management LLC$3.5M1
155NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$3.5M1
156Quantinno Capital Management LP$3.4M1
157CAXTON ASSOCIATES LLP$3.4M1
158SEARLE & CO.$3.4M1
159Numerai GP LLC$3.3M1
160KLP KAPITALFORVALTNING AS$3.3M1
161OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.2M1
162Federation des caisses Desjardins du Quebec$3.2M1
163Empowered Funds, LLC$3.1M1
164Orion Porfolio Solutions, LLC$3.0M1
165WORLDQUANT MILLENNIUM ADVISORS LLC$3.0M1
166NFSG Corp$3.0M1
167Union Bancaire Privee, UBP SA$2.9M1
168CANADA PENSION PLAN INVESTMENT BOARD$2.9M1
169Lombard Odier Asset Management (Europe) Ltd$2.9M1
170NATIXIS$2.8M1
171WCM INVESTMENT MANAGEMENT, LLC$2.8M1
172Elo Mutual Pension Insurance Co$2.7M1
173DEUTSCHE BANK AG\$2.7M1
174TRUIST FINANCIAL CORP$2.7M1
175PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$2.7M1
176ACR Alpine Capital Research, LLC$2.7M1
177Consolidated Investment Group LLC$2.7M1
178Corient Private Wealth LLC$2.5M1
179Baird Financial Group, Inc.$2.5M1
180Diversified Trust Co$2.4M1
181AMERICAN CENTURY COMPANIES INC$2.4M1
182Callan Family Office, LLC$2.4M1
183Roundview Capital LLC$2.4M1
184Focus Financial Network, Inc.$2.4M1
185MAIRS & POWER INC$2.3M1
186Aperture Investors, LLC$2.2M1
187Richard Bernstein Advisors LLC$2.1M1
188SummitTX Capital, L.P.$2.1M1
189BOOTHBAY FUND MANAGEMENT, LLC$2.0M1
190XPONANCE LLC$1.9M1
191Ensign Peak Advisors, Inc$1.9M1
192Smartleaf Asset Management LLC$1.9M1
193IHT Wealth Management, LLC$1.9M1
194EAGLE ROCK INVESTMENT COMPANY, LLC$1.8M1
195Daiwa Securities Group Inc.$1.8M1
196TWINBEECH CAPITAL LP$1.8M1
197Engineers Gate Manager LP$1.8M1
198WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.7M1
199SCOTIA CAPITAL INC.$1.7M1
200CIBC Bancorp USA Inc.$1.7M1
201AZZAD ASSET MANAGEMENT INC /ADV$1.7M1
202XTX Topco Ltd$1.6M1
203Lombard Odier Asset Management (USA) Corp$1.6M1
204BANK OF MONTREAL /CAN/$1.6M1
205US BANCORP \DE\$1.6M1
206STIFEL FINANCIAL CORP$1.6M1
207MERCER GLOBAL ADVISORS INC /ADV$1.5M1
208CWM, LLC$1.5M1
209HighTower Advisors, LLC$1.5M1
210Wellington Grp LLC$1.5M1
211Brevan Howard Capital Management LP$1.4M1
212GUGGENHEIM CAPITAL LLC$1.4M1
213Swiss Life Asset Management Ltd$1.3M1
214M&T BANK CORP$1.2M1
215Vanguard Personalized Indexing Management, LLC$1.2M1
216CAPSTONE INVESTMENT ADVISORS, LLC$1.2M1
217Redhawk Wealth Advisors, Inc.$1.2M1
218SECURIAN ASSET MANAGEMENT, INC$1.1M1
219BRANT POINT INVESTMENT MANAGEMENT LLC$1.1M1
220HighVista Strategies LLC$1.1M1
221EntryPoint Capital, LLC$1.0M1
222NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.0M1
223Brookstone Capital Management$1.0M1
224BLAIR WILLIAM & CO/IL$991K1
225Gambit Capital Management, LLC$926K1
226Shay Capital LLC$868K1
227BDFS Capital LLC$831K1
228NorthRock Partners, LLC$817K1
229Summit Trail Advisors, LLC$790K1
230Robertson Stephens Wealth Management, LLC$785K1
231State of Wyoming$780K1
232Y-Intercept (Hong Kong) Ltd$772K1
233Utah Retirement Systems$769K1
234DnB Asset Management AS$765K1
235Arista Wealth Management, LLC$764K1
236Koshinski Asset Management, Inc.$756K1
237Vident Advisory, LLC$743K1
238Maryland State Retirement & Pension System$726K1
239Gaddis Premier Wealth Advisors LLC$717K1
240Private Advisor Group, LLC$689K1
241KEYBANK NATIONAL ASSOCIATION/OH$683K1
242Kestra Advisory Services, LLC$675K1
243Qtron Investments LLC$668K1
244NORDEN GROUP LLC$668K1
245Portside Wealth Group, LLC$665K1
246Freestone Grove Partners LP$659K1
247INTECH INVESTMENT MANAGEMENT LLC$657K1
248QUADRANT CAPITAL GROUP LLC$648K1
249ProShare Advisors LLC$623K1
250Centiva Capital, LP$623K1
251Yorktown Management & Research Co Inc$614K1
252Y.D. More Investments Ltd$603K1
253Tower Research Capital LLC (TRC)$599K1
254FOX RUN MANAGEMENT, L.L.C.$594K1
255Brooklyn Investment Group$578K1
256Atria Investments, Inc$578K1
257Advisor OS, LLC$572K1
258REGIONS FINANCIAL CORP$565K1
259Gibbs Wealth Management$554K1
260Cresset Asset Management, LLC$549K1
261Granite Investment Partners, LLC$533K1
262BCS Private Wealth Management, Inc.$533K1
263Western Wealth Management, LLC$520K1
264CIBC Asset Management Inc$519K1
265Abel Hall, LLC$508K1
266FIRST MANHATTAN CO. LLC.$501K1
267nVerses Capital, LLC$493K1
268Sovereign's Capital Management, LLC$489K1
269SHELTON CAPITAL MANAGEMENT$486K1
270PRELUDE CAPITAL MANAGEMENT, LLC$484K1
271Alyeska Investment Group, L.P.$483K1
272High Net Worth Advisory Group LLC$474K1
273NEW YORK LIFE INVESTMENT MANAGEMENT LLC$457K1
274COLDSTREAM CAPITAL MANAGEMENT INC$455K1
275&PARTNERS$445K1
276AIGEN INVESTMENT MANAGEMENT, LP$440K1
277North Dakota State Investment Board$436K1
278MQS Management LLC$434K1
279TWO SIGMA INVESTMENTS, LP$427K1
280Legacy Wealth Asset Management, LLC$426K1
281Concurrent Investment Advisors, LLC$420K1
282OneDigital Investment Advisors LLC$417K1
283Cynosure Group, LLC$415K1
284Triad Wealth Partners, LLC$415K1
285Bleakley Financial Group, LLC$412K1
286Wilmington Savings Fund Society, FSB$406K1
287ELWOOD CAPITAL PARTNERS LP$405K1
288Simplicity Wealth,LLC$398K1
289Bauman Advisory Group, LLC$398K1
290Curi Capital, LLC$397K1
291PROFUND ADVISORS LLC$389K1
292Storgate, LLC$387K1
293Emerald Investment Advisers, LLC$387K1
294Sequoia Financial Advisors, LLC$370K1
295Pathstone Holdings, LLC$368K1
296Meiji Yasuda Asset Management Co Ltd.$359K1
297Wedmont Private Capital$354K1
298Clearwave Capital, LLC$352K1
299SFMG, LLC$348K1
300QRG CAPITAL MANAGEMENT, INC.$342K1
301PERSONAL CFO SOLUTIONS, LLC$341K1
302Steward Partners Investment Advisory, LLC$334K1
303UNITED CAPITAL FINANCIAL ADVISORS, LLC$333K1
304SUSQUEHANNA INTERNATIONAL GROUP, LLP$325K1
305GWN SECURITIES INC.$322K1
306DRW Securities, LLC$322K1
307BURNEY CO/$317K1
308Machina Capital S.A.S.$314K1
309Chicago Partners Investment Group LLC$310K1
310PCM Encore, LLC$307K1
311ELEVATION POINT WEALTH PARTNERS, LLC$290K1
312Polymer Capital Management (US) LLC$288K1
313Gallagher Fiduciary Advisors, LLC$284K1
314BUFFALO BUSINESS & ESTATE SERVICES LTD$276K1
315MILLENNIUM MANAGEMENT LLC$276K1
316Wealthcare Advisory Partners LLC$271K1
317GATEWAY INVESTMENT ADVISERS LLC$271K1
318Avior Wealth Management, LLC$269K1
319EXCHANGE TRADED CONCEPTS, LLC$262K1
320DIVERSIFY WEALTH MANAGEMENT, LLC$262K1
321Freedom Financial Partners LLC$258K1
322FIDUCIARY TRUST CO$257K1
323Family Manage LLC$251K1
324GLENMEDE TRUST CO NA$250K1
325EVERGREEN CAPITAL MANAGEMENT LLC$244K1
326Eurizon Capital SGR S.p.A.$235K1
327Rehmann Capital Advisory Group$233K1
328BEESE FULMER INVESTMENT MANAGEMENT, INC.$232K1
329Blueshift Asset Management, LLC$225K1
330SALEM INVESTMENT COUNSELORS INC$221K1
331Envestnet Portfolio Solutions, Inc.$221K1
332Rafferty Asset Management, LLC$219K1
333MJP ASSOCIATES INC /ADV$211K1
334PACK Private Wealth, LLC$208K1
335STEPH & CO$207K1
336Vise Technologies, Inc.$205K1
337CLEAR WAVE WEALTH MANAGEMENT LLC$202K1
338SIGNATUREFD, LLC$201K1
339FOUNDATIONS INVESTMENT ADVISORS, LLC$201K1
340BIRCH FINANCIAL GROUP, LLC$201K1
341Caitong International Asset Management Co., Ltd$194K1
342MAI Capital Management$188K1
343Rockefeller Capital Management L.P.$188K1
344UMB Bank, n.a.$179K1
345Bayforest Capital Ltd$175K1
346SITTNER & NELSON, LLC$140K1
347Pinnacle Wealth Planning Services, Inc.$134K1
348Allworth Financial LP$104K1
349VEGA INVESTMENT SOLUTIONS$82.1K1
350NOMURA ASSET MANAGEMENT CO LTD$58.9K1
351Arax Advisory Partners$52.2K1
352ASSETMARK, INC$43.9K1
353Caitlin John, LLC$40.5K1
354EFG International AG$38.8K1
355Aster Capital Management (DIFC) Ltd$38.5K1
356GROUP ONE TRADING LLC$35.7K1
357ALGERT GLOBAL LLC$31.3K1
358True Wealth Design, LLC$28.7K1
359Mitsubishi UFJ Asset Management Co., Ltd.$25.6K1
360Larson Financial Group LLC$23.1K1
361Destiny Wealth Partners, LLC$21.3K1
362Physician Wealth Advisors, Inc.$21.2K1
363Financial Network Wealth Advisors LLC$18.2K1
364Marquette Asset Management, LLC$17.5K1
365DANSKE BANK A/S$16.2K1
366Owl Creek Wealth Partners LLC$15.5K1
367CONTRAVISORY INVESTMENT MANAGEMENT, INC.$15.0K1
368Acumen Wealth Advisors, LLC$13.8K1
369FARMERS & MERCHANTS INVESTMENTS INC$13.2K1
370Clark Wealth Partners$12.6K1
371Clearstead Advisors, LLC$12.2K1
372Kemnay Advisory Services Inc.$11.8K1
373Bell Investment Advisors, Inc$10.2K1
374CVA Family Office, LLC$10.0K1
375JFS WEALTH ADVISORS, LLC$10.0K1
376COUNTRY TRUST BANK$9.1K1
377CANADA LIFE ASSURANCE Co$9.0K1
378MEEDER ASSET MANAGEMENT INC$8.7K1
379Vermillion Wealth Management, Inc.$7.7K1
380NEW YORK STATE TEACHERS RETIREMENT SYSTEM$7.5K1
381Abound Wealth Management$6.9K1
382Treasurer of the State of North Carolina$6.2K1
383KBC Group NV$5.8K1
384CENTAURUS FINANCIAL, INC.$5.3K1
385CHASE INVESTMENT COUNSEL CORP$5.0K1
386WPG Advisers, LLC$4.9K1
387SJS Investment Consulting Inc.$4.7K1
388ALBION FINANCIAL GROUP /UT$4.6K1
389THRIVENT FINANCIAL FOR LUTHERANS$4.5K1
390Blue Trust, Inc.$3.8K1
391JPL Wealth Management, LLC$3.6K1
392South Dakota Investment Council$3.6K1
393Van Berkom & Associates Inc.$3.5K1
394HM PAYSON & CO$3.2K1
395Parkside Financial Bank & Trust$3.1K1
396Transamerica Financial Advisors, LLC$3.0K1
397Rialto Wealth Management, LLC$3.0K1
398HRT FINANCIAL LP$2.7K1
399BROWN, LISLE/CUMMINGS, INC.$2.7K1
400Cromwell Holdings LLC$2.4K1
401Private Wealth Management Group, LLC$2.3K1
402DiNuzzo Private Wealth, Inc.$2.1K1
403Manchester Capital Management LLC$2.1K1
404RMG Wealth Management LLC$1.7K1
405State of Alaska, Department of Revenue$1.6K1
406ELEVATION WEALTH PARTNERS, LLC$1.5K1
407SouthState Bank Corp$1.4K1
408HFM Investment Advisors, LLC$1.2K1
409SHP Wealth Management$1.1K1
410PARK AVENUE SECURITIES LLC$9901
411Vancity Investment Management Ltd$7891
412TopTier Wealth Management, LLC$6891
413Quaker Wealth Management, LLC$6491
414DecisionPoint Financial, LLC$5271
415CENTRAL TRUST Co$4461
416American Capital Advisory, LLC$4061
417Claret Asset Management Corp$2731
418GHP Investment Advisors, Inc.$1221
419MV CAPITAL MANAGEMENT, INC.$411
420Harel Insurance Investments & Financial Services Ltd.$211
421Capital Advisors, Ltd. LLC$01
422PRINCIPAL SECURITIES, INC.$01
423VANGUARD GROUP INC$01
424HARBOUR INVESTMENTS, INC.$01
425COMERICA BANK$01
426CIBC WORLD MARKETS CORP$01
427CIBC Private Wealth Group LLC$01
428NORGES BANK$01
429J.W. COLE ADVISORS, INC.$01
430Sigma Planning Corp$01
431Verition Fund Management LLC$01
432Permian Investment Partners, LP$01
433Voleon Capital Management LP$01
434Dynamic Technology Lab Private Ltd$01
435Twin Tree Management, LP$01
436WINTON GROUP Ltd$01
437USA FINANCIAL FORMULAS$01
438Redwood Investment Management, LLC$01
439Dynasty Wealth Management, LLC$01
440TOMS Capital Investment Management LP$01
441D1 Capital Partners L.P.$01
442Global Retirement Partners, LLC$01
443CERTUITY, LLC$01
444Inspire Advisors, LLC$01
445F/m Investments LLC$01
446DV EQUITIES, LLC$01
447Allegheny Financial Group$01
448Optiver Holding B.V.$01
449Activest Wealth Management$01
450AlphaQuest LLC$01
451Forum Financial Management, LP$01
452SageView Advisory Group, LLC$01
453Dunhill Financial, LLC$01
454Financiere des Professionnels - Fonds d'investissement inc.$01
455NEOS Investment Management LLC$01
456Rakuten Securities, Inc.$01
457Central Pacific Bank - Trust Division$01
458OPTIMA CAPITAL LLC$01
459Taproot Management LP$01
Truncated by Public Filings. The published aggregate ranks the top 459 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)7 buy / 0 sell
Congress net ($ bound)$49.0K to $210K
Filers net (actions)not in build
Filers net ($ 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 APG

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for APG · financials and macro

Financials — as filed PLANNED

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