Public record / Tickers / ARES

ARES — Ares Management Corp

Both disclosure regimes on one name: who in Congress filed about ARES, 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 ARES
Members · 12m
2
1 buys · 1 sells · by trade date
Latest PTR
04-14
filed 2026-04-14
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 13:21 UTCno price data — a disclosure record, not a chart

Jefferson Shreve · $50.0K–$100K

Sale · traded 2025-05-12 → filed 2025-06-22. Ranked over every ARES row by the provable lower bound, never a point estimate.

2 members · 1 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

8 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. 8 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING ARES · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ARES
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-04-14John Boozman R–ARPurchase · JT (jointly owned)Traded 03-13 +32d$1K–$15K
2025-10-10Val T. Hoyle D–OR-4Sale · SP (spouse-owned)Traded 09-23 +17d$1K–$15K
2025-09-12Val T. Hoyle D–OR-4Purchase · SP (spouse-owned)Traded 2024-10-29 LATE·318d$1K–$15K
2025-08-20Ritchie Torres D–NY-15SaleTraded 07-11 +40d$1K–$15K
2025-08-20Ritchie Torres D–NY-15PurchaseTraded 2024-10-09 LATE·315d$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 ARES

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing ARES 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.
John Boozman R–AR1$1.0K to $15.0K6
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

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

Congress ↔ notable managers · ARES

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

Trimming
0 $0 held

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

Merged timeline of congressional filings and notable-manager moves on ARES
DateWhoChangeSize
2026-05-15Soros Fund Management 13Fnew+196,054 sh
2026-05-15Bridgewater Associates 13Fadd+3,190 sh
2026-05-15Gotham Asset Management 13Fadd+4,880 sh
2026-05-14Caxton Associates 13Fnew+16,521 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 ARES for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.8B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.5B1
3SUMITOMO MITSUI FINANCIAL GROUP, INC.$1.5B1
4Capital World Investors$1.3B1
5WELLINGTON MANAGEMENT GROUP LLP$1.2B1
6VANGUARD PORTFOLIO MANAGEMENT LLC$1.2B1
7STATE STREET CORP$939M1
8CANADA PENSION PLAN INVESTMENT BOARD$831M1
9CHARLES SCHWAB INVESTMENT MANAGEMENT INC$651M1
10FRANKLIN RESOURCES INC$559M1
11BANK OF AMERICA CORP /DE/$458M1
12PRINCIPAL FINANCIAL GROUP INC$437M1
13MASSACHUSETTS FINANCIAL SERVICES CO /MA/$422M1
14Capital International Investors$333M1
15MORGAN STANLEY$308M1
16Nuveen, LLC$264M1
17Invesco Ltd.$244M1
18CITADEL ADVISORS LLC$227M1
19BROWN ADVISORY INC$213M1
20NORTHERN TRUST CORP$206M1
21Janus Henderson Group Ltd.$180M1
22WESTFIELD CAPITAL MANAGEMENT CO LP$172M1
23M&G Plc$169M1
24Curated Wealth Partners LLC$160M1
25UBS Group AG$155M1
26FMR LLC$149M1
27RAYMOND JAMES FINANCIAL INC$146M1
28Clearbridge Investments, LLC$141M1
29Point72 Asset Management, L.P.$141M1
30VANGUARD FIDUCIARY TRUST CO$130M1
31MILLENNIUM MANAGEMENT LLC$128M1
32Legal & General Group Plc$121M1
33Boston Partners$112M1
34UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$110M1
35Hamlin Capital Management, LLC$103M1
36ENVESTNET ASSET MANAGEMENT INC$100M1
37DEUTSCHE BANK AG\$99.9M1
38Quilter Plc$97.2M1
39CITIGROUP INC$86.8M1
40TRUIST FINANCIAL CORP$77.5M1
41ROYAL BANK OF CANADA$66.0M1
42CAT ROCK CAPITAL MANAGEMENT LP$64.2M1
43WELLS FARGO & COMPANY/MN$59.6M1
44AMERICAN CENTURY COMPANIES INC$59.6M1
45DIMENSIONAL FUND ADVISORS LP$56.8M1
46Amundi$54.4M1
47Mitsubishi UFJ Asset Management Co., Ltd.$52.8M1
48Vanguard Global Advisers, LLC$49.1M1
49VANGUARD ASSET MANAGEMENT, Ltd$41.4M1
50ADAGE CAPITAL PARTNERS GP, L.L.C.$40.8M1
51HSBC HOLDINGS PLC$40.3M1
52ALLIANCEBERNSTEIN L.P.$38.0M1
53HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$37.4M1
54Apollo Management Holdings, L.P.$36.0M1
55Estuary Capital Management LP$35.8M1
56RDST Capital LLC$35.0M1
57Corient Private Wealth LLC$34.8M1
58National Pension Service$33.8M1
59CIBC Bancorp USA Inc.$32.3M1
60CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$30.5M1
61NATIONAL BANK OF CANADA /FI/$29.2M1
62Rockefeller Capital Management L.P.$29.0M1
631832 Asset Management L.P.$28.1M1
64Saba Capital Management, L.P.$26.3M1
65Jefferies Financial Group Inc.$26.1M1
66SEI INVESTMENTS CO$24.0M1
67Mirae Asset Global Investments Co., Ltd.$23.9M1
68AQR CAPITAL MANAGEMENT LLC$23.6M1
69NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$23.3M1
70FEDERATED HERMES, INC.$23.1M1
71STIFEL FINANCIAL CORP$22.4M1
72SUSQUEHANNA INTERNATIONAL GROUP, LLP$22.2M1
73SOROS FUND MANAGEMENT LLC$21.4M1
74Blue Whale Capital LLP$20.3M1
75TRILLIUM ASSET MANAGEMENT, LLC$19.6M1
76Sumitomo Mitsui DS Asset Management Company, Ltd$19.4M1
77PICTON MAHONEY ASSET MANAGEMENT$18.9M1
78STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$18.2M1
79FIL Ltd$17.7M1
80ROYAL LONDON ASSET MANAGEMENT LTD$17.4M1
81MANUFACTURERS LIFE INSURANCE COMPANY, THE$16.8M1
82Pictet Asset Management Holding SA$16.6M1
83Zurich Insurance Group Ltd/FI$16.4M1
84LPL Financial LLC$16.2M1
85Select Equity Group, L.P.$16.1M1
86Alpine Global Management, LLC$14.7M1
87UNITED CAPITAL FINANCIAL ADVISORS, LLC$14.4M1
88PORTLAND INVESTMENT COUNSEL INC.$13.2M1
89Aberdeen Group plc$13.2M1
90BANK OF MONTREAL /CAN/$13.0M1
91STATE OF WISCONSIN INVESTMENT BOARD$12.7M1
92DnB Asset Management AS$12.4M1
93Quantinno Capital Management LP$11.9M1
94Vanguard Investments Australia, Ltd.$11.6M1
95Chevy Chase Trust Holdings, LLC$11.1M1
96BLAIR WILLIAM & CO/IL$11.0M1
97DANSKE BANK A/S$10.8M1
98Northern Right Capital Management, L.P.$10.7M1
99PRUDENTIAL FINANCIAL INC$10.3M1
100Universal- Beteiligungs- und Servicegesellschaft mbH$10.3M1
101Asset Management One Co., Ltd.$10.2M1
102Zurcher Kantonalbank (Zurich Cantonalbank)$9.9M1
103APG Asset Management N.V.$9.8M1
104OCO Capital Partners, L.P.$9.5M1
105BENJAMIN EDWARDS INC$9.5M1
106RENAISSANCE TECHNOLOGIES LLC$9.3M1
107Tredje AP-fonden$9.2M1
108TORONTO DOMINION BANK$9.2M1
109TD ASSET MANAGEMENT INC$9.1M1
110Vident Advisory, LLC$8.8M1
111BANK OF NOVA SCOTIA$8.7M1
112KLP KAPITALFORVALTNING AS$8.5M1
113CRAWFORD INVESTMENT COUNSEL INC$8.3M1
114GUARDIAN POINT CAPITAL, LP$8.2M1
115Quadrature Capital Ltd$8.0M1
116NOMURA ASSET MANAGEMENT CO LTD$8.0M1
117State of New Jersey Common Pension Fund D$7.9M1
118Freestone Grove Partners LP$7.9M1
119EFG International AG$7.9M1
120Walleye Trading LLC$7.9M1
121Cetera Investment Advisers$7.8M1
122Caption Management, LLC$7.6M1
123Man Group plc$7.6M1
124Aware Super Pty Ltd as trustee of Aware Super$7.6M1
125Lansforsakringar Fondforvaltning AB (publ)$7.5M1
126KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$7.5M1
127Silvant Capital Management LLC$7.4M1
128Resona Asset Management Co.,Ltd.$7.2M1
129Cerity Partners LLC$7.0M1
130Capital Investment Counsel, LLC$6.8M1
131Assenagon Asset Management S.A.$6.8M1
132Saraza Management, LP$6.5M1
133Arizona State Retirement System$6.4M1
134PUBLIC SECTOR PENSION INVESTMENT BOARD$6.4M1
135BNP Paribas Asset Management Holding S.A.$6.3M1
136Czech National Bank$6.1M1
137Capital International, Inc./CA/$6.1M1
138HighTower Advisors, LLC$6.0M1
139XPONANCE LLC$5.9M1
140STEPHENS INC /AR/$5.9M1
141Engineers Gate Manager LP$5.9M1
142Rafferty Asset Management, LLC$5.7M1
143MUFG Securities EMEA plc$5.7M1
144OSAIC HOLDINGS, INC.$5.7M1
145Allianz Asset Management GmbH$5.6M1
146FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$5.6M1
147Everest Management Corp.$5.6M1
148Overbrook Management Corp$5.6M1
149Steward Partners Investment Advisory, LLC$5.4M1
150NORDEA INVESTMENT MANAGEMENT AB$5.4M1
151CIBC Asset Management Inc$5.4M1
152Pallas Capital Advisors LLC$5.3M1
153FIFTH THIRD BANCORP$5.3M1
154IFM Investors Pty Ltd$5.3M1
155COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$5.2M1
156Dynamic Advisor Solutions LLC$5.2M1
157FIRST TRUST ADVISORS LP$5.0M1
158Parallax Volatility Advisers, L.P.$4.9M1
159Granite Bay Wealth Management, LLC$4.9M1
160Stratos Wealth Partners, LTD.$4.9M1
161VOYA INVESTMENT MANAGEMENT LLC$4.8M1
162SEB Asset Management AB$4.8M1
163Retirement Systems of Alabama$4.8M1
164Wealthfront Advisers LLC$4.8M1
165National Philanthropic Trust$4.7M1
166ExodusPoint Capital Management, LP$4.6M1
167ProShare Advisors LLC$4.5M1
168Pathstone Holdings, LLC$4.3M1
169Rothschild Wealth LLC$4.2M1
170RIVERNORTH CAPITAL MANAGEMENT, LLC$4.2M1
171OP Asset Management Ltd$4.2M1
172Creative Planning$4.0M1
173ASSETMARK, INC$4.0M1
174SPIREPOINT PRIVATE CLIENT, LLC$4.0M1
175CREDIT AGRICOLE S A$4.0M1
176Daiwa Securities Group Inc.$3.9M1
177Coastal Bridge Advisors, LLC$3.9M1
178Financiere des Professionnels - Fonds d'investissement inc.$3.9M1
179Chicago Partners Investment Group LLC$3.8M1
180NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.8M1
181KING LUTHER CAPITAL MANAGEMENT CORP$3.5M1
182ROYCE & ASSOCIATES LP$3.5M1
183Arvest Bank Trust Division$3.4M1
184Rakuten Investment Management, Inc.$3.3M1
185Utah Retirement Systems$3.3M1
186JPL Wealth Management, LLC$3.3M1
187BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.3M1
188WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.2M1
189Swiss Life Asset Management Ltd$3.2M1
190NEOS Investment Management LLC$3.1M1
191NEW YORK LIFE INVESTMENT MANAGEMENT LLC$3.1M1
192Prana Capital Management, LP$3.1M1
193CIBC WORLD MARKET INC.$3.1M1
194IMC-Chicago, LLC$3.1M1
195NISSAY ASSET MANAGEMENT CORP /JAPAN$3.0M1
196LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$3.0M1
197Ensign Peak Advisors, Inc$2.9M1
198Kingsview Wealth Management, LLC$2.9M1
199Korea Investment CORP$2.8M1
200PEAK6 LLC$2.8M1
201MML INVESTORS SERVICES, LLC$2.8M1
202UniSuper Management Pty Ltd$2.7M1
203Apollon Wealth Management, LLC$2.7M1
204Prosperity Consulting Group, LLC$2.7M1
205OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.6M1
206Mariner, LLC$2.6M1
207JENNISON ASSOCIATES LLC$2.5M1
208Eurizon Capital SGR S.p.A.$2.5M1
209USS Investment Management Ltd$2.4M1
210MACKENZIE FINANCIAL CORP$2.4M1
211MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.4M1
212Delta Global Management LP$2.3M1
213Polymer Capital Management (US) LLC$2.3M1
214Diversified Trust Co$2.3M1
215Empowered Funds, LLC$2.3M1
216Painted Porch Advisors LLC$2.2M1
217MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.2M1
218ALPS ADVISORS INC$2.2M1
219NewEdge Advisors, LLC$2.1M1
220&PARTNERS$2.1M1
221Investment Management Corp of Ontario$2.0M1
222EP Wealth Advisors, LLC$2.0M1
223New Age Alpha Advisors, LLC$2.0M1
224Vanguard Personalized Indexing Management, LLC$2.0M1
225CenterBook Partners LP$2.0M1
226Sanctuary Advisors, LLC$2.0M1
227MACQUARIE GROUP LTD$1.9M1
228FIRST MANHATTAN CO. LLC.$1.9M1
229Significant Wealth Partners LLC$1.9M1
230DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$1.9M1
231M&T BANK CORP$1.9M1
232COMMONWEALTH EQUITY SERVICES, LLC$1.9M1
233Bridgewater Associates, LP$1.9M1
234O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.9M1
235NewEdge Wealth, LLC$1.9M1
236Secure Asset Management, LLC$1.8M1
237CAXTON ASSOCIATES LLP$1.8M1
238WINTON GROUP Ltd$1.8M1
239Donoghue Forlines LLC$1.8M1
240Tidal Investments LLC$1.7M1
241ADVISORY RESEARCH INC$1.7M1
242D. E. Shaw & Co., Inc.$1.7M1
243Candriam S.C.A.$1.7M1
244Knollwood Investment Advisory, LLC$1.6M1
245Atria Investments, Inc$1.6M1
246Cresset Asset Management, LLC$1.6M1
247Harbor Advisors LLC$1.6M1
248OPPENHEIMER & CO INC$1.6M1
249Brevan Howard Capital Management LP$1.5M1
250Cordoba Advisory Partners LLC$1.5M1
251Avanza Fonder AB$1.5M1
252CHOREO, LLC$1.5M1
253SCHRODER INVESTMENT MANAGEMENT GROUP$1.4M1
254Generali Asset Management SPA SGR$1.4M1
255US BANCORP \DE\$1.4M1
256MIZUHO SECURITIES USA LLC$1.4M1
257Norinchukin Bank, The$1.3M1
258Schonfeld Strategic Advisors LLC$1.3M1
259STABLEFORD CAPITAL II LLC$1.3M1
260Coastline Trust Co$1.3M1
261Capital International Sarl$1.3M1
262Alliance Wealth Advisors, LLC /UT$1.2M1
263CWM, LLC$1.2M1
264Heard Capital LLC$1.2M1
265Swedbank AB$1.2M1
266Federation des caisses Desjardins du Quebec$1.1M1
267ONE WEALTH CAPITAL MANAGEMENT, LLC$1.1M1
268Connor, Clark & Lunn Investment Management Ltd.$1.1M1
269Allspring Global Investments Holdings, LLC$1.1M1
270TOKIO MARINE ASSET MANAGEMENT CO LTD$1.1M1
271Osmosis Investment Management UK Ltd$1.1M1
272MERCER GLOBAL ADVISORS INC /ADV$1.1M1
273RFG Advisory, LLC$1.1M1
274Fjell Capital, LLC$1.0M1
275ING GROEP NV$1.0M1
276Prospera Financial Services Inc$1.0M1
277HB Wealth Management, LLC$1.0M1
278ANGELES WEALTH MANAGEMENT, LLC$1.0M1
279QVT Financial LP$1.0M1
280Maryland State Retirement & Pension System$998K1
281Vise Technologies, Inc.$974K1
282CHILTON CAPITAL MANAGEMENT LLC$936K1
283Nicholas Wealth, LLC.$933K1
284STOREBRAND ASSET MANAGEMENT AS$931K1
285OMERS ADMINISTRATION Corp$910K1
286Walleye Capital LLC$889K1
287Dai-ichi Life Insurance Company, Ltd$884K1
288CITIZENS FINANCIAL GROUP INC/RI$874K1
289Saudi Central Bank$873K1
290Lido Advisors, LLC$872K1
291Gotham Asset Management, LLC$857K1
292Blueshift Asset Management, LLC$854K1
293E. Ohman J:or Asset Management AB$846K1
294Granite FO LLC$841K1
295Concurrent Investment Advisors, LLC$836K1
296Sequoia Financial Advisors, LLC$833K1
297Baird Financial Group, Inc.$830K1
298FIDUCIARY TRUST CO$824K1
299ABN AMRO INVESTMENT SOLUTIONS$819K1
300ASR Vermogensbeheer N.V.$814K1
301PARNASSUS INVESTMENTS, LLC$810K1
302NATIXIS$809K1
303Csenge Advisory Group$797K1
304LONGFELLOW INVESTMENT MANAGEMENT CO LLC$797K1
305Varma Mutual Pension Insurance Co$786K1
306Beacon Pointe Advisors, LLC$772K1
307Summit Trail Advisors, LLC$754K1
308EXCHANGE TRADED CONCEPTS, LLC$736K1
309XXI WEALTH, LLC$726K1
310Banque Cantonale Vaudoise$722K1
311NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$719K1
312Alyeska Investment Group, L.P.$714K1
313Beverly Hills Private Wealth, LLC$702K1
314Northwest & Ethical Investments L.P.$702K1
315JANE STREET GROUP, LLC$697K1
316Hilltop Holdings Inc.$690K1
317Guinness Asset Management LTD$685K1
318DUDLEY CAPITAL MANAGEMENT, LLC$676K1
319INTECH INVESTMENT MANAGEMENT LLC$674K1
320Sagewood Asset Management LP$673K1
321Uniting Wealth Partners, LLC$655K1
322Third View Private Wealth, LLC$651K1
323Tower Research Capital LLC (TRC)$651K1
324Metis Global Partners, LLC$648K1
325REGIONS FINANCIAL CORP$643K1
326BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$642K1
327ClearAlpha Technologies LP$642K1
328HARRELL INVESTMENT PARTNERS, LLC$607K1
329SECURIAN ASSET MANAGEMENT, INC$600K1
330Squarepoint Ops LLC$597K1
331Everhart Financial Group, Inc.$596K1
332North Dakota State Investment Board$593K1
333NOMURA HOLDINGS INC$587K1
334DAVENPORT & Co LLC$572K1
335ARVEST INVESTMENTS, INC.$563K1
336Merit Financial Group, LLC$563K1
337Brave Warrior Advisors, LLC$546K1
338ArrowMark Colorado Holdings LLC$545K1
339Brooklyn Investment Group$545K1
340Summit Financial, LLC$544K1
341Envestnet Portfolio Solutions, Inc.$537K1
342Caitong International Asset Management Co., Ltd$534K1
343Portside Wealth Group, LLC$534K1
344TritonPoint Partners, LLC$533K1
345Argos Wealth Advisors, LLC$529K1
346Genesee Capital Advisors, LLC$528K1
347EAGLE GLOBAL ADVISORS LLC$526K1
348Headlands Technologies LLC$526K1
349JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$526K1
350Woodline Partners LP$521K1
351TEMA ETFS LLC$514K1
352Waverly Advisors, LLC$514K1
353ATTICUS WEALTH MANAGEMENT, LLC$504K1
354BOOTHBAY FUND MANAGEMENT, LLC$497K1
355Spire Wealth Management$495K1
356Joel Isaacson & Co., LLC$494K1
357Vontobel Holding Ltd.$487K1
358Greenland Capital Management LP$485K1
359BEACON INVESTMENT ADVISORY SERVICES, INC.$477K1
360WEALTH ALLIANCE, LLC$470K1
361GLENMEDE TRUST CO NA$462K1
362Western Financial Corp/CA$458K1
363AFFINITY WEALTH MANAGEMENT LLC$458K1
364PINNACLE ASSOCIATES LTD$454K1
365Lee Financial Co$448K1
366Dorsey & Whitney Trust CO LLC$446K1
367Allworth Financial LP$438K1
368Equitable Holdings, Inc.$430K1
369Ascentis Independent Advisors$425K1
370Hunting Hill Global Capital, LLC$421K1
371KWMG, LLC$419K1
372GC Wealth Management RIA, LLC$418K1
373NORDEN GROUP LLC$417K1
374Americana Partners, LLC$416K1
375Aries Wealth Management$407K1
376Advisor OS, LLC$406K1
377Annis Gardner Whiting Capital Advisors, LLC$404K1
378U.S. Capital Wealth Advisors, LLC$402K1
379PRINCIPAL SECURITIES, INC.$401K1
380Relyea Zuckerberg Hanson LLC$396K1
381PERSONAL CFO SOLUTIONS, LLC$394K1
382EVOLVE PRIVATE WEALTH, LLC$391K1
383Atom Investors LP$386K1
384Avidian Wealth Enterprises, LLC$385K1
385PAX Financial Group, LLC$378K1
386Klingman & Associates, LLC$375K1
387Clearstead Advisors, LLC$370K1
388QRG CAPITAL MANAGEMENT, INC.$365K1
389OPPENHEIMER ASSET MANAGEMENT INC.$358K1
390Arax Advisory Partners$355K1
391COLDSTREAM CAPITAL MANAGEMENT INC$355K1
392World Investment Advisors$355K1
393GTS SECURITIES LLC$353K1
394TEACHER RETIREMENT SYSTEM OF TEXAS$352K1
395MAI Capital Management$347K1
396Calamos Advisors LLC$346K1
397Calamos Wealth Management LLC$346K1
398Stone Summit Wealth LLC$344K1
399Siemens Fonds Invest GmbH$341K1
400Cornerstone Wealth Group, LLC$340K1
401CERTIOR FINANCIAL GROUP, LLC$336K1
402Longaeva Partners L.P.$335K1
403GUGGENHEIM CAPITAL LLC$335K1
404Chesley Taft & Associates LLC$334K1
405Kestra Investment Management, LLC$331K1
406PATTON FUND MANAGEMENT, INC.$329K1
407OSSIAM$327K1
408Volterra Technologies LP$323K1
409Gilbert & Cook, Inc.$311K1
410MATHER GROUP, LLC.$299K1
411Meeder Advisory Services, Inc.$299K1
412Vestmark Advisory Solutions, Inc.$298K1
413Oak Thistle LLC$297K1
414Cambria Investment Management, L.P.$296K1
415Leonteq Securities AG$290K1
416Brookwood Investment Group LLC$285K1
417Bryn Mawr Trust Advisors, LLC$283K1
418BAKER TILLY WEALTH MANAGEMENT, LLC$283K1
419Premier Path Wealth Partners, LLC$279K1
420INDEPENDENT FINANCIAL GROUP, LLC$276K1
421Focus Partners Wealth$269K1
422Indivisible Partners$268K1
423Ashton Thomas Private Wealth, LLC$266K1
424Cornerstone Advisory, LLC$264K1
425JOURNEY STRATEGIC WEALTH LLC$261K1
426OpenArc Corporate Advisory, LLC$260K1
427KESTRA PRIVATE WEALTH SERVICES, LLC$259K1
428Frec Markets, Inc.$259K1
429Trueblood Wealth Management, LLC$258K1
430Callan Family Office, LLC$253K1
431Blue Trust, Inc.$251K1
432FULTON BANK, N.A.$251K1
433NAPLES GLOBAL ADVISORS, LLC$249K1
434Trust Asset Management LLC$248K1
435Mutual Advisors, LLC$246K1
436Sanchez Levi Garrett$244K1
437FOX RUN MANAGEMENT, L.L.C.$242K1
438Reliant Investment Partners, LLC$240K1
439IEQ CAPITAL, LLC$236K1
440DV Trading LLC$234K1
441Leo Wealth, LLC$233K1
442Magnus Financial Group LLC$232K1
44371 West Capital Partners$231K1
444SIGNATUREFD, LLC$228K1
445Inscription Capital, LLC$228K1
446VICTORY FINANCIAL GROUP, LLC$227K1
447Wealthspire Advisors, LLC$226K1
448Gibbs Wealth Management$225K1
449HUB Investment Partners, LLC$222K1
450INSIGNEO ADVISORY SERVICES, LLC$220K1
451Larson Financial Group LLC$218K1
452Buttonwood Financial Advisors Inc.$217K1
453Quotient Wealth Partners, LLC$216K1
454Fulcrum Capital LLC$215K1
455Williams & Novak Wealth Management, LLC$212K1
456Guardian Partners Inc.$206K1
457Hibernia Wealth Partners, LLC$205K1
458Orion Porfolio Solutions, LLC$204K1
459TrueMark Investments, LLC$203K1
460AlTi Global, Inc.$200K1
461Union Bancaire Privee, UBP SA$180K1
462ALBION FINANCIAL GROUP /UT$180K1
463Atlantic Union Bankshares Corp$144K1
464HM PAYSON & CO$142K1
465Destiny Wealth Partners, LLC$135K1
466TD Waterhouse Canada Inc.$133K1
467Geneos Wealth Management Inc.$125K1
468Investors Portfolio Services LLC$116K1
469Smartleaf Asset Management LLC$110K1
470Bayforest Capital Ltd$95.6K1
471Compagnie Lombard Odier SCmA$94.9K1
472UMB Bank, n.a.$85.2K1
473Manchester Capital Management LLC$84.8K1
474Bank Julius Baer & Co. Ltd, Zurich$73.1K1
475CARDIFF PARK ADVISORS, LLC$71.1K1
476Parkside Financial Bank & Trust$69.9K1
477Canton Hathaway, LLC$67.1K1
478Cassaday & Co Wealth Management LLC$55.3K1
479DAGCO, INC.$54.6K1
480WESTPAC BANKING CORP$48.2K1
481SALEM INVESTMENT COUNSELORS INC$45.3K1
482Key FInancial Inc$43.6K1
483Atlantic Edge Private Wealth Management, LLC$43.6K1
484CVA Family Office, LLC$42.8K1
485Opal Wealth Advisors, LLC$40.0K1
486Intesa Sanpaolo Wealth Management$38.2K1
487QUADRANT CAPITAL GROUP LLC$37.7K1
488Hartford Financial Management Inc.$33.3K1
489Avalon Trust Co$32.7K1
490Twin Tree Management, LP$30.1K1
491TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$29.5K1
492ELEVATION WEALTH PARTNERS, LLC$28.9K1
493EASTERN BANK$27.3K1
494Vanguard National Trust Co$23.9K1
495CENTRAL TRUST Co$20.7K1
496BFSG, LLC$19.3K1
497Crewe Advisors LLC$19.1K1
498Financial Network Wealth Advisors LLC$18.8K1
499SJS Investment Consulting Inc.$16.6K1
500Cromwell Holdings LLC$16.0K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 1 sell
Congress net ($ bound)−$14.0K to $14.0K
Filers net (actions)not in build
Filers net ($ 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 ARES

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for ARES · financials and macro

Financials — as filed PLANNED

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