Public record / Tickers / AR

AR — ANTERO RESOURCES Corp

Both disclosure regimes on one name: who in Congress filed about AR, 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
8
all PTR rows naming AR
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-13
filed 2025-08-13
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

Lisa C. McClain · $1.0K–$15.0K

Sale · traded 2025-07-22 → filed 2025-08-13. Ranked over every AR row by the provable lower bound, never a point estimate.

No member disclosed AR in the trailing 12 months

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

3 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

3 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. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING AR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning AR
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 07-22 +22d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 07-10 +34d$1K–$15K
2024-11-11Maria Elvira Salazar R–FL-27Purchase · SP (spouse-owned)Traded 10-31 +11d$1K–$15K
2024-09-11Maria Elvira Salazar R–FL-27Purchase · SP (spouse-owned)Traded 08-02 +40d$1K–$15K
2022-09-09Chris Jacobs R–NY-27SaleTraded 07-18 LATE·53d$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 8 ↗

Members active in AR

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed AR in the trailing 12 months.

Congress ↔ notable managers · AR

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

new + add vs trim + exit, by shares · $ = reported value now, not the change · ANTERO RESOURCES CORP

Merged timeline of congressional filings and notable-manager moves on AR
DateWhoChangeSize
2026-05-15Tudor Investment Corp 13Fadd+154,838 sh
2026-05-15Bridgewater Associates 13Ftrim−120,995 sh
2026-05-15Gotham Asset Management 13Ftrim−86,693 sh
2026-05-14Caxton Associates 13Fnew+47,050 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

Top institutional holders of AR for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.2B1
2FMR LLC$967M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$596M1
4VANGUARD CAPITAL MANAGEMENT LLC$560M1
5STATE STREET CORP$459M1
6DIMENSIONAL FUND ADVISORS LP$435M1
7Invesco Ltd.$381M1
8Sourcerock Group LLC$353M1
9GEODE CAPITAL MANAGEMENT, LLC$239M1
10AQR CAPITAL MANAGEMENT LLC$232M1
11Orbis Allan Gray Ltd$207M1
12WELLINGTON MANAGEMENT GROUP LLP$202M1
13MASSACHUSETTS FINANCIAL SERVICES CO /MA/$179M1
14RAYMOND JAMES FINANCIAL INC$165M1
15ADAGE CAPITAL PARTNERS GP, L.L.C.$154M1
16Assenagon Asset Management S.A.$153M1
17MORGAN STANLEY$152M1
18Bank of New York Mellon Corp$148M1
19Qube Research & Technologies Ltd$119M1
20NORTHERN TRUST CORP$111M1
21D. E. Shaw & Co., Inc.$108M1
22Eurizon Capital SGR S.p.A.$108M1
23CANADA PENSION PLAN INVESTMENT BOARD$99.3M1
24JUPITER ASSET MANAGEMENT LTD$96.1M1
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC$95.5M1
26Palo Duro Investment Partners, LP$89.8M1
27UBS Group AG$82.4M1
28VANGUARD FIDUCIARY TRUST CO$77.3M1
29FIRST TRUST ADVISORS LP$74.9M1
30DIAMOND HILL CAPITAL MANAGEMENT INC$72.4M1
31CITADEL ADVISORS LLC$68.9M1
32Goehring & Rozencwajg Associates, LLC$68.6M1
33FRONTIER CAPITAL MANAGEMENT CO LLC$57.3M1
34Freestone Grove Partners LP$57.2M1
35Squarepoint Ops LLC$54.9M1
36FRANKLIN RESOURCES INC$53.4M1
37SIR Capital Management, L.P.$52.8M1
38Stephens Investment Management Group LLC$50.1M1
39Long Focus Capital Management, LLC$49.7M1
40Bornite Capital Management LP$44.1M1
41VICTORY CAPITAL MANAGEMENT INC$42.8M1
42BANK OF AMERICA CORP /DE/$42.6M1
43Gemsstock Ltd.$42.1M1
44Merewether Investment Management, LP$40.4M1
45Covalis Capital LLP$39.2M1
46Webs Creek Capital Management LP$38.5M1
47Nuveen, LLC$37.5M1
48SailingStone Capital Partners LLC$35.8M1
49DEUTSCHE BANK AG\$35.6M1
50DME Capital Management, LP$34.3M1
51Man Group plc$33.3M1
52Forest Avenue Capital Management LP$31.8M1
53LAZARD ASSET MANAGEMENT LLC$31.1M1
54MetLife Investment Management, LLC$30.9M1
55Retirement Systems of Alabama$30.4M1
56AMERIPRISE FINANCIAL INC$30.1M1
57Holocene Advisors, LP$30.1M1
58PRINCIPAL FINANCIAL GROUP INC$27.8M1
59Old West Investment Management, LLC$27.5M1
60BALYASNY ASSET MANAGEMENT L.P.$27.0M1
61Corigliano Investment Advisers, LLC$26.2M1
62UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$25.6M1
63Swiss National Bank$24.6M1
64Crystal Cove Asset Management, LLC$23.7M1
65CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$22.3M1
66CWM, LLC$22.1M1
67CLOUGH CAPITAL PARTNERS L P$21.4M1
68Legal & General Group Plc$21.3M1
69RENAISSANCE TECHNOLOGIES LLC$21.0M1
70Pennant Investors, LP$20.4M1
71Universal- Beteiligungs- und Servicegesellschaft mbH$20.1M1
72Aristotle Atlantic Partners, LLC$19.8M1
73Aventail Capital Group, LP$19.6M1
74FEARNLEY ASSET MANAGEMENT AS$18.6M1
75CIBC Bancorp USA Inc.$18.3M1
76Hancock Prospecting Pty Ltd$18.1M1
77Cerity Partners LLC$17.4M1
78COLRAIN CAPITAL LLC$17.2M1
79SUSQUEHANNA INTERNATIONAL GROUP, LLP$16.8M1
80TWO SIGMA INVESTMENTS, LP$16.7M1
81WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$16.3M1
82Allspring Global Investments Holdings, LLC$16.3M1
83IEQ CAPITAL, LLC$15.9M1
84SEI INVESTMENTS CO$15.8M1
85Greenfield Seitz Capital Management, LLC$15.6M1
86TUDOR INVESTMENT CORP ET AL$15.0M1
87BOOTHBAY FUND MANAGEMENT, LLC$14.5M1
88STATE OF WISCONSIN INVESTMENT BOARD$14.4M1
89ALLIANCEBERNSTEIN L.P.$14.0M1
90ExodusPoint Capital Management, LP$13.9M1
91IES Holdings, Inc.$13.8M1
92Hiddenite Capital Partners LP$13.8M1
93LMR Partners LLP$13.3M1
94Mariner, LLC$12.7M1
95Lighthouse Investment Partners, LLC$12.3M1
96ROYAL BANK OF CANADA$12.2M1
97AMERICAN CENTURY COMPANIES INC$11.9M1
98RR Advisors, LLC$11.9M1
99MILLENNIUM MANAGEMENT LLC$11.9M1
100Nokomis Capital, L.L.C.$11.8M1
101MANUFACTURERS LIFE INSURANCE COMPANY, THE$11.3M1
102JACOBS LEVY EQUITY MANAGEMENT, INC$11.2M1
103Ripple Effect Asset Management LP$10.9M1
104Edgestream Partners, L.P.$10.8M1
105ENVESTNET ASSET MANAGEMENT INC$10.7M1
106MERCER GLOBAL ADVISORS INC /ADV$10.4M1
107Oceanic Investment Management LTD$10.3M1
108STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$10.3M1
109Kore Advisors LP$9.7M1
110HighTower Advisors, LLC$9.7M1
111HUB Investment Partners, LLC$9.7M1
112VANGUARD ASSET MANAGEMENT, Ltd$9.6M1
113Walleye Capital LLC$9.6M1
114PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$9.1M1
115Pennant Select, LLC$9.1M1
116Zimmer Partners, LP$9.0M1
117BARCLAYS PLC$8.9M1
118VOYA INVESTMENT MANAGEMENT LLC$8.5M1
119Pekin Hardy Strauss, Inc.$8.4M1
120STIFEL FINANCIAL CORP$8.2M1
121WELLS FARGO & COMPANY/MN$8.1M1
122CITIGROUP INC$7.9M1
123Tidal Investments LLC$7.8M1
124Aquatic Capital Management LLC$7.7M1
125Tejara Capital Ltd$7.7M1
126Rafferty Asset Management, LLC$7.6M1
127PLUSTICK MANAGEMENT LLC$7.4M1
128PRUDENTIAL FINANCIAL INC$7.2M1
129Bridgewater Associates, LP$7.2M1
130FIFTH THIRD BANCORP$6.8M1
131Gotham Asset Management, LLC$6.7M1
132NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$6.7M1
133Vanguard Global Advisers, LLC$6.6M1
134LPL Financial LLC$6.6M1
135Mraz, Amerine & Associates, Inc.$6.6M1
136Quantinno Capital Management LP$6.4M1
137Empowered Funds, LLC$6.3M1
138Fiera Capital Corp$5.6M1
139NEW YORK STATE COMMON RETIREMENT FUND$5.6M1
140Janus Henderson Group Ltd.$5.5M1
141Fielder Capital Group LLC$5.5M1
142GROUP ONE TRADING LLC$5.4M1
143Focus Partners Wealth$5.4M1
144Zurcher Kantonalbank (Zurich Cantonalbank)$5.3M1
145PINNACLE ASSOCIATES LTD$5.3M1
146FIDUCIARY TRUST CO$5.2M1
147IMC-Chicago, LLC$5.1M1
148Creative Planning$5.0M1
149Chronos Wealth Management, LLC$5.0M1
150MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.8M1
151ICON ADVISERS INC/CO$4.8M1
152Ellsworth Advisors, LLC$4.6M1
153VELA Investment Management, LLC$4.4M1
154AGF MANAGEMENT LTD$4.4M1
155Y-Intercept (Hong Kong) Ltd$4.3M1
156Empyrean Capital Partners, LP$4.3M1
157SeaBridge Investment Advisors LLC$4.2M1
158State of New Jersey Common Pension Fund D$4.2M1
159Mountain Lake Investment Management LLC$4.2M1
160WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.2M1
161MML INVESTORS SERVICES, LLC$4.1M1
162SIMPLEX TRADING, LLC$4.0M1
163YOUSIF CAPITAL MANAGEMENT, LLC$3.8M1
164KLP KAPITALFORVALTNING AS$3.8M1
165Cetera Investment Advisers$3.7M1
166MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.6M1
167Parallax Volatility Advisers, L.P.$3.6M1
168Engineers Gate Manager LP$3.6M1
169DC Investments Management, LLC$3.6M1
170Arizona State Retirement System$3.4M1
171Atom Investors LP$3.3M1
172US BANCORP \DE\$3.2M1
173Cinctive Capital Management LP$3.2M1
174COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.1M1
175Vanguard Investments Australia, Ltd.$3.1M1
176HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$3.1M1
177Sagewood Asset Management LP$3.1M1
178STATE OF MICHIGAN RETIREMENT SYSTEM$3.0M1
179JANE STREET GROUP, LLC$2.9M1
180Quadrature Capital Ltd$2.8M1
181NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.8M1
182Alyeska Investment Group, L.P.$2.7M1
183Weiss Asset Management LP$2.7M1
184PRELUDE CAPITAL MANAGEMENT, LLC$2.7M1
185Qsemble Capital Management, LP$2.6M1
186OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.6M1
187Caprock Group, LLC$2.5M1
188Independent Advisor Alliance$2.5M1
189Moran Wealth Management, LLC$2.5M1
190Clear Harbor Asset Management, LLC$2.5M1
191Glenorchy Capital Ltd$2.5M1
192COMMONWEALTH EQUITY SERVICES, LLC$2.5M1
193Vident Advisory, LLC$2.5M1
194Delta Global Management LP$2.4M1
195Ameritas Investment Partners, Inc.$2.3M1
196Walleye Trading LLC$2.2M1
197FEDERATED HERMES, INC.$2.2M1
198Oak Thistle LLC$2.2M1
199Pathstone Holdings, LLC$2.2M1
200De Lisle Partners LLP$2.1M1
201Mitsubishi UFJ Trust & Banking Corp$2.1M1
202Pictet Asset Management Holding SA$2.0M1
203CAXTON ASSOCIATES LLP$2.0M1
204Utah Retirement Systems$2.0M1
205BIP Wealth, LLC$2.0M1
206Centiva Capital, LP$1.9M1
207BTG Pactual Asset Management US LLC$1.9M1
208Accordant Advisory Group Inc$1.9M1
209Quantbot Technologies LP$1.9M1
210Rockefeller Capital Management L.P.$1.8M1
211Orion Porfolio Solutions, LLC$1.8M1
212Riggs Asset Managment Co. Inc.$1.8M1
213CIBC WORLD MARKET INC.$1.8M1
214Corient Private Wealth LLC$1.7M1
215BANK OF MONTREAL /CAN/$1.7M1
216NISA INVESTMENT ADVISORS, LLC$1.7M1
217PARAGON CAPITAL MANAGEMENT INC$1.7M1
218Boston Partners$1.6M1
219INTECH INVESTMENT MANAGEMENT LLC$1.6M1
220XPONANCE LLC$1.5M1
221XTX Topco Ltd$1.4M1
222NewEdge Advisors, LLC$1.4M1
223BROWN ADVISORY INC$1.4M1
224Z3 Capital Partners, LLC$1.3M1
225Summit Place Financial Advisors, LLC$1.3M1
226TWIN CAPITAL MANAGEMENT INC$1.3M1
227MARATHON CAPITAL MANAGEMENT$1.3M1
228Encore Global Management, LP$1.2M1
229Fort Sheridan Advisors LLC$1.2M1
230Caitong International Asset Management Co., Ltd$1.2M1
231Daiwa Securities Group Inc.$1.2M1
232Havemeyer Place LP$1.2M1
233SPIREPOINT PRIVATE CLIENT, LLC$1.2M1
234PANAGORA ASSET MANAGEMENT INC$1.2M1
235TEACHER RETIREMENT SYSTEM OF TEXAS$1.2M1
236Focus Partners Advisor Solutions, LLC$1.2M1
237Texas Yale Capital Corp.$1.2M1
238Merit Financial Group, LLC$1.1M1
239EVERGREEN CAPITAL MANAGEMENT LLC$1.1M1
240Vanguard Personalized Indexing Management, LLC$1.1M1
241Kestra Advisory Services, LLC$1.0M1
242DRW Securities, LLC$1.0M1
243M&T BANK CORP$1.0M1
244OPPENHEIMER ASSET MANAGEMENT INC.$1.0M1
245D.A. DAVIDSON & CO.$1.0M1
246BW Gestao de Investimentos Ltda.$1.0M1
247ALTFEST L J & CO INC$985K1
248OXFORD ASSET MANAGEMENT LLP$976K1
249Garde Capital, Inc.$951K1
250Gilliland Jeter Wealth Management LLC$950K1
251Friedenthal Financial$947K1
252Journey Advisory Group, LLC$934K1
253Sivia Capital Partners, LLC$929K1
254CoreCommodity Management, LLC$918K1
255SECURIAN ASSET MANAGEMENT, INC$917K1
256Bleakley Financial Group, LLC$912K1
257QUADRANT CAPITAL GROUP LLC$893K1
258Beacon Pointe Advisors, LLC$886K1
259MAVERICK CAPITAL LTD$883K1
260Polymer Capital Management (US) LLC$863K1
261Wedmont Private Capital$855K1
262HENNESSY ADVISORS INC$845K1
263O'SHAUGHNESSY ASSET MANAGEMENT, LLC$833K1
264BLAIR WILLIAM & CO/IL$807K1
265Ensign Peak Advisors, Inc$806K1
266TRUIST FINANCIAL CORP$805K1
267Intellectus Partners, LLC$787K1
268MACKENZIE FINANCIAL CORP$787K1
269Gradient Investments LLC$765K1
270Stratos Wealth Partners, LTD.$763K1
271Swiss Life Asset Management Ltd$757K1
272Federation des caisses Desjardins du Quebec$744K1
273Crossmark Global Holdings, Inc.$734K1
274Pinnacle Financial Partners, Inc.$730K1
275Tower Research Capital LLC (TRC)$725K1
276Diversified Trust Co$722K1
277Per Stirling Capital Management, LLC.$710K1
278State of Wyoming$705K1
279Bull Harbor Capital LLC$703K1
280WEXFORD CAPITAL LP$691K1
281Summit Trail Advisors, LLC$682K1
282WORLDQUANT MILLENNIUM ADVISORS LLC$681K1
283Summit Financial, LLC$665K1
284Dynamic Technology Lab Private Ltd$659K1
285Davis Investment Partners, LLC$644K1
286Freestone Capital Holdings, LLC$642K1
287GUGGENHEIM CAPITAL LLC$642K1
288Legacy Capital Group California, Inc.$641K1
289SIMON QUICK ADVISORS, LLC$641K1
290TWO SIGMA SECURITIES, LLC$637K1
291Maryland State Retirement & Pension System$624K1
292DnB Asset Management AS$618K1
293Barnett & Company, Inc.$611K1
294Aptus Capital Advisors, LLC$592K1
295HB Wealth Management, LLC$577K1
296COMMERCE BANK$576K1
297Sigma Planning Corp$562K1
298NorthCrest Asset Manangement, LLC$542K1
299Gibbs Wealth Management$540K1
300Auxano Advisors, LLC$539K1
301BANK OF NOVA SCOTIA$535K1
302PARK NATIONAL CORP /OH/$535K1
303Chicago Partners Investment Group LLC$532K1
304Sumitomo Mitsui Trust Group, Inc.$526K1
305Interval Partners, LP$523K1
306Phoenix Financial Ltd.$519K1
307RFG Advisory, LLC$507K1
308ProShare Advisors LLC$499K1
309Dakota Wealth Management$497K1
310WADDELL & ASSOCIATES, LLC$483K1
311OSAIC HOLDINGS, INC.$480K1
312World Investment Advisors$477K1
313Savant Capital, LLC$472K1
314MAI Capital Management$468K1
315Massar Capital Management, LP$467K1
316EVOKE WEALTH, LLC$466K1
317UHLMANN PRICE SECURITIES, LLC$462K1
318Krilogy Financial LLC$441K1
319NORDEN GROUP LLC$441K1
320STEPHENS INC /AR/$433K1
321TCV Trust & Wealth Management, Inc.$433K1
322U S GLOBAL INVESTORS INC$424K1
323RITHOLTZ WEALTH MANAGEMENT$423K1
324Oxbow Advisors, LLC$414K1
325Atria Investments, Inc$410K1
326SHELTON CAPITAL MANAGEMENT$408K1
327WHALEROCK POINT PARTNERS, LLC$407K1
328Amundi$405K1
329Steward Partners Investment Advisory, LLC$402K1
330CIBC Asset Management Inc$402K1
331CSS LLC/IL$401K1
332Avior Wealth Management, LLC$401K1
333JOURNEY STRATEGIC WEALTH LLC$400K1
334Saba Capital Management, L.P.$399K1
335Allworth Financial LP$399K1
336Fifth Third Wealth Advisors LLC$397K1
337MEEDER ASSET MANAGEMENT INC$397K1
338AlphaCore Capital LLC$383K1
339Pallas Capital Advisors LLC$382K1
340Jasper Ridge Partners, L.P.$379K1
341OneDigital Investment Advisors LLC$374K1
342CHOREO, LLC$374K1
343Moors & Cabot, Inc.$373K1
344EXCHANGE TRADED CONCEPTS, LLC$362K1
345Counterpoint Mutual Funds LLC$361K1
346North Dakota State Investment Board$359K1
347Persistent Asset Partners Ltd$358K1
348Parkside Financial Bank & Trust$353K1
349Skylands Capital, LLC$352K1
350Sequoia Financial Advisors, LLC$347K1
351DAYMARK WEALTH PARTNERS, LLC$342K1
352VAN DEN BERG MANAGEMENT I, INC$338K1
353FORA Capital, LLC$329K1
354Neo Ivy Capital Management$326K1
355Blackstone Inc.$325K1
356Waverly Advisors, LLC$322K1
357Baker Avenue Asset Management, LP$316K1
358COLDSTREAM CAPITAL MANAGEMENT INC$311K1
359Quarry LP$300K1
360KFG WEALTH MANAGEMENT, LLC$300K1
361KESTRA PRIVATE WEALTH SERVICES, LLC$295K1
362SNOWWATER INVESTMENT PARTNERS, LLC$291K1
363Meiji Yasuda Asset Management Co Ltd.$287K1
364Farringdon Capital, Ltd.$286K1
365R Squared Ltd$284K1
366Rothschild Wealth LLC$281K1
367HSBC HOLDINGS PLC$278K1
368Savvy Advisors, Inc.$276K1
369Sanctuary Advisors, LLC$271K1
370QRG CAPITAL MANAGEMENT, INC.$270K1
371UNITED CAPITAL FINANCIAL ADVISORS, LLC$268K1
372Concurrent Investment Advisors, LLC$265K1
373Private Advisor Group, LLC$264K1
374Manatuck Hill Partners, LLC$263K1
375&PARTNERS$258K1
376Jefferies Financial Group Inc.$257K1
377SAGE RHINO CAPITAL LLC$254K1
378EVOLVE PRIVATE WEALTH, LLC$254K1
379Brevan Howard Capital Management LP$253K1
380Plato Investment Management Ltd$251K1
381MONTGOMERY INVESTMENT MANAGEMENT INC$250K1
382EntryPoint Capital, LLC$247K1
383SPROTT INC.$244K1
384Ballentine Partners, LLC$242K1
385BEESE FULMER INVESTMENT MANAGEMENT, INC.$240K1
386Legend Capital Advisors LLC$240K1
387JBR Co Financial Management Inc$232K1
388Arax Advisory Partners$231K1
389CHILTON CAPITAL MANAGEMENT LLC$228K1
390JACKSON THORNTON WEALTH MANAGEMENT, LLC$226K1
391PROFUND ADVISORS LLC$226K1
392GenTrust, LLC$226K1
393Vontobel Holding Ltd.$223K1
394Frec Markets, Inc.$221K1
395CAPITAL ADVISORS INC/OK$219K1
396Curi Capital, LLC$218K1
397Leonteq Securities AG$218K1
398Verition Fund Management LLC$214K1
399INCEPTIONR LLC$214K1
400Applied Finance Capital Management, LLC$213K1
401Cypress Wealth Services, LLC$213K1
402PICKERING ENERGY PARTNERS LP$212K1
403Empirical Asset Management, LLC$212K1
404Caerus Investment Advisors, LLC$212K1
405Meeder Advisory Services, Inc.$207K1
406Fieldview Capital Management, LLC$206K1
407Ascentis Independent Advisors$205K1
408REGIONS FINANCIAL CORP$203K1
409GATEWAY INVESTMENT ADVISERS LLC$202K1
410Smartleaf Asset Management LLC$201K1
411NOMURA ASSET MANAGEMENT CO LTD$199K1
412Alphadyne Asset Management LP$196K1
413NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$185K1
414SIGNATUREFD, LLC$179K1
415SBI Securities Co., Ltd.$140K1
416Geneos Wealth Management Inc.$131K1
417UMB Bank, n.a.$123K1
418Founders Capital Management$119K1
419Banque Transatlantique SA$79.3K1
420True Wealth Design, LLC$76.5K1
421NATIONAL BANK OF CANADA /FI/$75.0K1
422Hilton Head Capital Partners, LLC$73.8K1
423Pinnacle Wealth Planning Services, Inc.$63.5K1
424SBI Okasan Asset Management Co.Ltd.$57.5K1
425Deseret Mutual Benefit Administrators$47.2K1
426SALEM INVESTMENT COUNSELORS INC$40.0K1
427Rakuten Securities, Inc.$38.5K1
428Blue Trust, Inc.$37.6K1
429Mitsubishi UFJ Asset Management Co., Ltd.$34.8K1
430PenderFund Capital Management Ltd.$29.7K1
431ALGERT GLOBAL LLC$29.6K1
432Ancora Advisors LLC$26.4K1
433Financial Network Wealth Advisors LLC$23.3K1
434DiNuzzo Private Wealth, Inc.$22.7K1
435S&CO INC$20.7K1
436Larson Financial Group LLC$19.9K1
437SJS Investment Consulting Inc.$19.8K1
438NFSG Corp$18.6K1
439Millstone Evans Group, LLC$17.6K1
440CVA Family Office, LLC$16.6K1
441VISION FINANCIAL MARKETS LLC$15.5K1
442EVOLUTION WEALTH MANAGEMENT INC.$14.9K1
443Legacy Wealth Managment, LLC/ID$13.7K1
444Arlington Trust Co LLC$12.9K1
445Acumen Wealth Advisors, LLC$11.0K1
446FARMERS & MERCHANTS INVESTMENTS INC$11.0K1
447ACADIAN ASSET MANAGEMENT LLC$10.9K1
448HighMark Wealth Management LLC$10.6K1
449Twin Tree Management, LP$10.4K1
450NEW YORK STATE TEACHERS RETIREMENT SYSTEM$10.3K1
451JFS WEALTH ADVISORS, LLC$9.8K1
452Distillate Capital Partners LLC$9.7K1
453Spire Wealth Management$9.6K1
454Activest Wealth Management$9.4K1
455Cassaday & Co Wealth Management LLC$9.1K1
456Bayforest Capital Ltd$9.0K1
457TD Waterhouse Canada Inc.$8.9K1
458ARMSTRONG ADVISORY GROUP, INC$8.5K1
459Private Wealth Management Group, LLC$7.3K1
460Crews Bank & Trust$7.3K1
461CANADA LIFE ASSURANCE Co$7.2K1
462COHEN & STEERS, INC.$6.7K1
463ASSETMARK, INC$6.5K1
464AMALGAMATED BANK$5.7K1
465Treasurer of the State of North Carolina$5.3K1
466BFSG, LLC$5.2K1
467THRIVENT FINANCIAL FOR LUTHERANS$5.0K1
468Kemnay Advisory Services Inc.$4.9K1
469Independence Bank of Kentucky$4.2K1
470TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$3.6K1
471Sachetta, LLC$3.6K1
472GSA CAPITAL PARTNERS LLP$3.5K1
473BROWN, LISLE/CUMMINGS, INC.$3.4K1
474Prestige Wealth Management Group LLC$3.0K1
475Clearstead Advisors, LLC$2.8K1
476Johnson Financial Group, Inc.$2.5K1
477Signature Equity Partners, LLC$2.2K1
478Cromwell Holdings LLC$2.1K1
479WPG Advisers, LLC$2.1K1
480MCF Advisors LLC$2.1K1
481SouthState Bank Corp$2.0K1
482Bell Investment Advisors, Inc$2.0K1
483Owl Creek Wealth Partners LLC$1.7K1
484Annis Gardner Whiting Capital Advisors, LLC$1.7K1
485Rialto Wealth Management, LLC$1.6K1
486Retirement Wealth Solutions LLC$1.4K1
487PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$1.3K1
488State of Alaska, Department of Revenue$1.2K1
489JPL Wealth Management, LLC$1.1K1
490South Dakota Investment Council$1.0K1
491HFM Investment Advisors, LLC$1.0K1
492Penserra Capital Management LLC$9051
493Annandale Capital, LLC$8551
494Vermillion Wealth Management, Inc.$7641
495Clearstead Trust, LLC$6801
496Valued Wealth Advisors LLC$6801
497JONES FINANCIAL COMPANIES LLLP$5941
498Stone House Investment Management, LLC$5941
499PRIVATE TRUST CO NA$4671
500Virtu Financial LLC$4331
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)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ 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 AR

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for AR · financials and macro

Financials — as filed PLANNED

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