Public record / Tickers / ARM

ARM — ARM HOLDINGS PLC /UK

Both disclosure regimes on one name: who in Congress filed about ARM, 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
4
all PTR rows naming ARM
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
12-17
filed 2025-12-17
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

Cleo Fields · $50.0K–$100K

Sale · traded 2025-12-11 → filed 2025-12-17. Ranked over every ARM row by the provable lower bound, never a point estimate.

1 member · 0 buys / 1 sells

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

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

4 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. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING ARM · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ARM
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-12-17Cleo Fields D–LA-6SaleTraded 12-11 +6d$50K–$100K
2025-10-15Jonathan L. Jackson D–IL-1Sale · SP (spouse-owned)Traded 09-02 +43d$1K–$15K
2025-08-25Jonathan L. Jackson D–IL-1Purchase · SP (spouse-owned)Traded 07-17 +39d$1K–$15K
2025-08-06Cleo Fields D–LA-6PurchaseTraded 07-16 +21d$50K–$100K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 4 ↗

Members active in ARM

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing ARM 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.
Cleo Fields D–LA-61−$100K to −$50.0K1

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

Congress ↔ notable managers · ARM

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
1 Coatue Management $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · ARM HOLDINGS PLC

Merged timeline of congressional filings and notable-manager moves on ARM
DateWhoChangeSize
2026-05-15Altimeter Capital 13Fnew+1,715,440 sh
2026-05-15Bridgewater Associates 13Fadd+267,041 sh
2026-05-15Duquesne Family Office 13Fnew+106,700 sh
2026-05-15Coatue Management 13Fexit−2,300,000 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 ARM for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$1.4B1
2MORGAN STANLEY$675M1
3Capital Research Global Investors$638M1
4SCHRODER INVESTMENT MANAGEMENT GROUP$579M1
5Invesco Ltd.$447M1
6FMR LLC$370M1
7Alphabet Inc.$297M1
8Altimeter Capital Management, LP$260M1
9UBS Group AG$254M1
10WELLINGTON MANAGEMENT GROUP LLP$250M1
11Hyperion Asset Management Ltd$242M1
12FRANKLIN RESOURCES INC$235M1
13Employees Provident Fund Board$212M1
14Mubadala Investment Co PJSC$208M1
15BlackRock, Inc.$188M1
16Capital International Investors$176M1
17Robeco Schweiz AG$152M1
18ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$143M1
19LANSDOWNE PARTNERS (UK) LLP$142M1
20BALYASNY ASSET MANAGEMENT L.P.$140M1
21SUSQUEHANNA INTERNATIONAL GROUP, LLP$118M1
22Janus Henderson Group Ltd.$116M1
23CITIGROUP INC$114M1
24FIRST TRUST ADVISORS LP$112M1
25BANK OF AMERICA CORP /DE/$107M1
26Analog Century Management LP$105M1
27Artisan Partners Limited Partnership$101M1
28Bridgewater Associates, LP$89.8M1
29TWO SIGMA INVESTMENTS, LP$87.7M1
30Robeco Institutional Asset Management B.V.$86.3M1
31Altshuler Shaham Ltd$72.4M1
32NZS Capital, LLC$70.7M1
33SEI INVESTMENTS CO$68.7M1
34Whale Rock Capital Management LLC$68.4M1
35Swedbank AB$63.7M1
36GILDER GAGNON HOWE & CO LLC$61.8M1
37Rafferty Asset Management, LLC$57.8M1
38Mirae Asset Global Investments Co., Ltd.$57.7M1
39Tidal Investments LLC$56.1M1
40WELLS FARGO & COMPANY/MN$55.4M1
41BNP Paribas Asset Management Holding S.A.$54.7M1
42MARK ASSET MANAGEMENT LP$53.2M1
43Schonfeld Strategic Advisors LLC$52.2M1
44PACIFIC HEIGHTS ASSET MANAGEMENT LLC$49.2M1
45JANE STREET GROUP, LLC$47.7M1
46VOYA INVESTMENT MANAGEMENT LLC$46.8M1
47D. E. Shaw & Co., Inc.$46.4M1
48Nuveen, LLC$46.0M1
491832 Asset Management L.P.$45.4M1
50Tensor Edge Capital, LLC$43.8M1
51CITADEL ADVISORS LLC$43.7M1
52RAYMOND JAMES FINANCIAL INC$43.2M1
53STATE STREET CORP$42.3M1
54MILLENNIUM MANAGEMENT LLC$40.9M1
55LPL Financial LLC$39.4M1
56PRIMECAP MANAGEMENT CO/CA/$35.4M1
57ROYAL BANK OF CANADA$35.0M1
58Focus Partners Wealth$34.9M1
59DOCK STREET ASSET MANAGEMENT INC$32.5M1
60Clear Street Group Inc.$30.4M1
61AMERICAN CENTURY COMPANIES INC$29.3M1
62Centiva Capital, LP$28.2M1
63Legal & General Group Plc$27.1M1
64ProShare Advisors LLC$26.9M1
65UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$25.9M1
66Silvant Capital Management LLC$25.5M1
67Qube Research & Technologies Ltd$25.4M1
68SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$24.9M1
69Eurizon Capital SGR S.p.A.$24.7M1
70LBP AM SA$24.1M1
71ALLIANCEBERNSTEIN L.P.$23.8M1
72CWM, LLC$19.9M1
73Banque Transatlantique SA$18.8M1
74Talos Eurisko Asset Management LP$18.3M1
75MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$17.6M1
76United Capital Management of KS, Inc.$17.4M1
77TD ASSET MANAGEMENT INC$16.7M1
78Tairen Capital Ltd$16.2M1
79Man Group plc$15.1M1
80CANTOR FITZGERALD, L. P.$14.8M1
81HighTower Advisors, LLC$14.2M1
82PEAK6 LLC$14.1M1
83DIVERSIFY WEALTH MANAGEMENT, LLC$13.7M1
84Allianz Asset Management GmbH$13.5M1
85CREDIT AGRICOLE S A$13.5M1
86UNICOM Systems, Inc.$13.5M1
87XTX Topco Ltd$13.2M1
88SORA INVESTORS LLC$12.9M1
89ASSETMARK, INC$12.3M1
90NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$12.3M1
91Diversify Advisory Services, LLC$12.3M1
92Rockefeller Capital Management L.P.$11.8M1
93OSAIC HOLDINGS, INC.$11.3M1
94NEOS Investment Management LLC$10.9M1
95ENVESTNET ASSET MANAGEMENT INC$10.8M1
96STIFEL FINANCIAL CORP$10.4M1
97&PARTNERS$9.8M1
98Havemeyer Place LP$9.7M1
99NATIONAL BANK OF CANADA /FI/$9.4M1
100NISSAY ASSET MANAGEMENT CORP /JAPAN$9.3M1
101APG Asset Management N.V.$9.0M1
102E Fund Management Co., Ltd.$8.5M1
103Longitude (Cayman) Ltd.$8.3M1
104DEUTSCHE BANK AG\$8.2M1
105BANK OF MONTREAL /CAN/$8.1M1
106BOCHK Asset Management Ltd$8.0M1
107Quadrature Capital Ltd$7.9M1
108Caption Management, LLC$7.6M1
109Capital International Sarl$7.4M1
110GUGGENHEIM CAPITAL LLC$7.1M1
111Oribel Capital Management, LP$6.9M1
112Slow Capital, Inc.$6.9M1
113Hidden Lake Asset Management LP$6.9M1
114FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$6.8M1
115Gunderson Capital Management LLC$6.8M1
116OPPENHEIMER & CO INC$6.5M1
117Nishkama Capital, LLC$6.4M1
118Groupe la Francaise$6.3M1
119CAPITOLIS LIQUID GLOBAL MARKETS LLC$6.3M1
120NOMURA HOLDINGS INC$6.2M1
121Daiwa Securities Group Inc.$6.2M1
122EXCHANGE TRADED CONCEPTS, LLC$5.9M1
123Cetera Investment Advisers$5.9M1
124Royal Fund Management, LLC$5.8M1
125PINNACLE ASSOCIATES LTD$5.8M1
126EFG International AG$5.7M1
127HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$5.5M1
128Optiver Holding B.V.$5.0M1
129Mariner, LLC$5.0M1
130MARSICO CAPITAL MANAGEMENT LLC$5.0M1
131Y-Intercept (Hong Kong) Ltd$4.9M1
132Mizuho Markets Cayman LP$4.8M1
133Zurcher Kantonalbank (Zurich Cantonalbank)$4.7M1
134Marex Group Ltd$4.7M1
135USS Investment Management Ltd$4.6M1
136Covea Finance$4.5M1
137VestGen Advisors, LLC$4.4M1
138Connective Capital Management, LLC$4.3M1
139Chicago Capital, LLC$4.3M1
140JACKSON SQUARE CAPITAL, LLC$4.3M1
141CacheTech Inc.$4.2M1
142Texas Capital Bank Wealth Management Services Inc$4.2M1
143Intrinsic Edge Capital Management LLC$4.1M1
144CAPITAL INTERNATIONAL LTD /CA/$4.1M1
145BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$4.0M1
146Lagoda Investment Management, L.P.$3.9M1
147Westwood Wealth Management$3.8M1
148Capital International, Inc./CA/$3.8M1
149HSBC HOLDINGS PLC$3.7M1
150CIBC Asset Management Inc$3.7M1
151Walleye Trading LLC$3.7M1
152COMMONWEALTH EQUITY SERVICES, LLC$3.7M1
153Adams Wealth Management$3.6M1
154Twin Tree Management, LP$3.6M1
155Vontobel Holding Ltd.$3.5M1
156NFSG Corp$3.5M1
157Verition Fund Management LLC$3.5M1
158Orion Porfolio Solutions, LLC$3.5M1
159Mitsubishi UFJ Asset Management Co., Ltd.$3.3M1
160SCOTIA CAPITAL INC.$3.1M1
161180 WEALTH ADVISORS, LLC$3.1M1
162Blue Fin Capital, Inc.$3.1M1
163MORGENS WATERFALL VINTIADIS & CO INC$3.0M1
164OAKTOP CAPITAL MANAGEMENT II, L.P.$3.0M1
165Camarda Financial Advisors, LLC$3.0M1
166Prospera Financial Services Inc$3.0M1
167TD Waterhouse Canada Inc.$2.9M1
168Venture Visionary Partners LLC$2.8M1
169Vestmark Advisory Solutions, Inc.$2.7M1
170NOMURA ASSET MANAGEMENT CO LTD$2.7M1
171ARDSLEY ADVISORY PARTNERS LP$2.7M1
172Caitong International Asset Management Co., Ltd$2.7M1
173Krane Funds Advisors LLC$2.6M1
174RENAISSANCE TECHNOLOGIES LLC$2.6M1
175Kestra Advisory Services, LLC$2.5M1
176Snowden Capital Advisors LLC$2.5M1
177NewEdge Advisors, LLC$2.5M1
178CHARLES SCHWAB INVESTMENT MANAGEMENT INC$2.4M1
179BLAIR WILLIAM & CO/IL$2.4M1
180Meiji Yasuda Asset Management Co Ltd.$2.4M1
181Elevation Advisory Partners LLC$2.4M1
182Lido Advisors, LLC$2.4M1
183Equitable Holdings, Inc.$2.4M1
184SHELTON CAPITAL MANAGEMENT$2.4M1
185AFT, FORSYTH & COMPANY, INC.$2.3M1
186Polymer Capital Management (HK) LTD$2.3M1
187PROFUND ADVISORS LLC$2.3M1
188CTC Alternative Strategies, Ltd.$2.3M1
189Sumitomo Mitsui DS Asset Management Company, Ltd$2.3M1
190Independent Solutions Wealth Management, LLC$2.3M1
191Barrier Capital Management, LLC$2.3M1
192BW Gestao de Investimentos Ltda.$2.3M1
193Cerity Partners LLC$2.2M1
194Taproot Management LP$2.2M1
195Point72 Asset Management, L.P.$2.2M1
196Concentric Capital Strategies, LP$2.1M1
197Corps Capital Advisors, LLC$2.1M1
198GREENWOOD CAPITAL ASSOCIATES LLC$2.1M1
199Vident Advisory, LLC$2.1M1
200Creative Planning$2.1M1
201D.A. DAVIDSON & CO.$2.0M1
202ELEVATION POINT WEALTH PARTNERS, LLC$2.0M1
203Ascent Wealth Partners, LLC$2.0M1
204CenterBook Partners LP$1.9M1
205Baird Financial Group, Inc.$1.9M1
206WILLNER & HELLER, LLC$1.9M1
207MACKENZIE FINANCIAL CORP$1.9M1
208Parallax Volatility Advisers, L.P.$1.8M1
209PFG Investments, LLC$1.8M1
210OPPENHEIMER ASSET MANAGEMENT INC.$1.7M1
211Pine Valley Investments Ltd Liability Co$1.7M1
212Bank Julius Baer & Co. Ltd, Zurich$1.7M1
213VEGA INVESTMENT SOLUTIONS$1.7M1
214National Philanthropic Trust$1.7M1
215Quantum Private Wealth, LLC$1.7M1
216NLB Skladi, upravljanje premozenja, d.o.o.$1.7M1
217INDEPENDENT FINANCIAL GROUP, LLC$1.6M1
218Harbour Capital Advisors, LLC$1.6M1
219Rakuten Securities, Inc.$1.6M1
220PARAGON CAPITAL MANAGEMENT INC$1.6M1
221Federation des caisses Desjardins du Quebec$1.5M1
222NORTHERN TRUST CORP$1.5M1
223Stratos Wealth Partners, LTD.$1.5M1
224FUKOKU MUTUAL LIFE INSURANCE CO$1.5M1
225SONA ASSET MANAGEMENT (US) LLC$1.5M1
226NewEdge Wealth, LLC$1.5M1
227Haven Private, LLC$1.5M1
228COFG Advisors, LLC$1.5M1
229Leonteq Securities AG$1.4M1
230Banque Cantonale Vaudoise$1.4M1
231Dorsey & Whitney Trust CO LLC$1.4M1
232NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$1.4M1
233Empirical Asset Management, LLC$1.4M1
234Concurrent Investment Advisors, LLC$1.4M1
235SCS Capital Management LLC$1.3M1
236Iyo Bank, Ltd.$1.3M1
237Smith Group Asset Management, LLC$1.3M1
238BOOTHBAY FUND MANAGEMENT, LLC$1.3M1
239Asset Management One Co., Ltd.$1.3M1
240Private Advisor Group, LLC$1.3M1
241ALERUS FINANCIAL NA$1.2M1
242B & T Capital Management DBA Alpha Capital Management$1.2M1
243FORTEM FINANCIAL GROUP, LLC$1.2M1
244Global X Japan Co., Ltd.$1.2M1
245Meiji Yasuda Life Insurance Co$1.2M1
246TrueMark Investments, LLC$1.1M1
247FIDUCIARY TRUST CO$1.1M1
248Polar Asset Management Partners Inc.$1.1M1
249J.W. COLE ADVISORS, INC.$1.1M1
250QRG CAPITAL MANAGEMENT, INC.$1.1M1
251STEPHENS INC /AR/$1.1M1
252Corient Private Wealth LLC$1.1M1
253Beacon Pointe Advisors, LLC$1.1M1
254Prasad Wealth Partners, LLC$1.1M1
255Convergence Financial, LLC$1.0M1
256PRELUDE CAPITAL MANAGEMENT, LLC$1.0M1
257LAZARD ASSET MANAGEMENT LLC$1.0M1
258Steward Partners Investment Advisory, LLC$1.0M1
259HOEY INVESTMENTS, INC$996K1
260Geneos Wealth Management Inc.$976K1
261US BANCORP \DE\$955K1
262EDMOND DE ROTHSCHILD HOLDING S.A.$952K1
263RFG Advisory, LLC$933K1
264MML INVESTORS SERVICES, LLC$932K1
265Walleye Capital LLC$930K1
266Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.$916K1
267Empowered Funds, LLC$908K1
268WealthPlan Investment Management, LLC$903K1
269Kovack Advisors, Inc.$879K1
270Bank of Marin$874K1
271Perigon Wealth Management, LLC$868K1
272MERCER GLOBAL ADVISORS INC /ADV$863K1
273Oak Grove Capital LLC$862K1
274Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$848K1
275KESTRA PRIVATE WEALTH SERVICES, LLC$837K1
276Capital Group Investment Management Pte. Ltd.$829K1
277LAKE STREET PRIVATE WEALTH, LLC$818K1
278Americana Partners, LLC$812K1
279Norinchukin Bank, The$771K1
280SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$764K1
281PKO Investment Management Joint-Stock Co$756K1
282Fund Advisors of America Inc/FL$754K1
283ROI Financial Advisors, LLC$739K1
284INTEGRITY ALLIANCE, LLC.$735K1
285Gilbert & Cook, Inc.$731K1
286CAPSTONE INVESTMENT ADVISORS, LLC$705K1
287Focus Financial Network, Inc.$703K1
288B. Riley Wealth Advisors, Inc.$701K1
289Huntleigh Advisors, Inc.$691K1
290Cresset Asset Management, LLC$680K1
291E Fund Management (Hong Kong) Co., Ltd.$653K1
292Vanguard Personalized Indexing Management, LLC$649K1
293KCM INVESTMENT ADVISORS LLC$642K1
294ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$640K1
295Savant Capital, LLC$633K1
296Quantinno Capital Management LP$627K1
297Crossmark Global Holdings, Inc.$627K1
298United Advisor Group, LLC$627K1
299GTS SECURITIES LLC$624K1
300ING GROEP NV$624K1
301Cornerstone Wealth Management, LLC$623K1
302Hennion & Walsh Asset Management, Inc.$618K1
303WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$596K1
304Worth Financial Advisory Group, LLC$572K1
305TFB Advisors LLC$569K1
306AE Wealth Management LLC$566K1
307FIL Ltd$562K1
308Pictet Asset Management Holding SA$562K1
309INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$554K1
310Simplicity Wealth,LLC$551K1
311Intellectus Partners, LLC$549K1
312Bayesian Capital Management, LP$548K1
313Gladstone Institutional Advisory LLC$541K1
314Trek Financial, LLC$540K1
315Advisors Asset Management, Inc.$534K1
316Gainplan LLC$529K1
317FIFTH LANE CAPITAL, LP$529K1
318Cherry Creek Investment Advisors, Inc.$511K1
319BankChampaign, National Association$510K1
320Patriot Financial Group Insurance Agency, LLC$507K1
321FOX RUN MANAGEMENT, L.L.C.$502K1
322Costello Asset Management, INC$493K1
323Blue Trust, Inc.$493K1
324Annis Gardner Whiting Capital Advisors, LLC$487K1
325Robertson Stephens Wealth Management, LLC$463K1
326Union Bancaire Privee, UBP SA$458K1
327Fearless Solutions, LLC dba Best Invest$456K1
328LMR Partners LLP$454K1
329Wilmar Advisors LLC$454K1
330ATALANTA SOSNOFF CAPITAL, LLC$451K1
331Kaizen Financial Strategies$446K1
332Balboa Wealth Partners$442K1
333MIZUHO MARKETS AMERICAS LLC$434K1
334Essex Financial Services, Inc.$430K1
335Covenant Asset Management, LLC$424K1
336PenderFund Capital Management Ltd.$424K1
337Mirador Capital Partners LP$417K1
338DSM CAPITAL PARTNERS LLC$413K1
339Northstar Group, Inc.$408K1
340Independent Advisor Alliance$402K1
341Crown Wealth Group, LLC$394K1
342Wealthfront Advisers LLC$394K1
343Compound Planning, Inc.$393K1
344Accel Wealth Management$390K1
345Portfolio Design Labs, LLC$384K1
346HHM Wealth Advisors, LLC$377K1
347Larson Financial Group LLC$369K1
348Parisi Gray Wealth Management$364K1
349Chicago Partners Investment Group LLC$360K1
350Waverly Advisors, LLC$357K1
351Moors & Cabot, Inc.$354K1
352Stonehage Fleming Financial Services Holdings Ltd$354K1
353COLDSTREAM CAPITAL MANAGEMENT INC$353K1
354ICICI Prudential Asset Management Co Ltd$350K1
355Sigma Planning Corp$348K1
356JENNISON ASSOCIATES LLC$338K1
357Sage Capital Management, LLC$338K1
358VAN ECK ASSOCIATES CORP$335K1
359SAGESPRING WEALTH PARTNERS, LLC$333K1
360Allworth Financial LP$333K1
361SIH Partners, LLLP$333K1
362O'SHAUGHNESSY ASSET MANAGEMENT, LLC$326K1
363Signal Advisors Wealth, LLC$326K1
364Strong Retirement Solutions LLC$326K1
365HUB Investment Partners, LLC$324K1
366SteelPeak Wealth, LLC$320K1
367Hudock, Inc.$315K1
368Tower Research Capital LLC (TRC)$312K1
369Lattice Capital Management, LLC$310K1
370Callan Family Office, LLC$310K1
371Veracity Capital LLC$308K1
372CIDEL ASSET MANAGEMENT INC$305K1
373Summit Trail Advisors, LLC$303K1
374Cladis Investment Advisory, LLC$303K1
375Pathstone Holdings, LLC$303K1
376Zullo Investment Group, Inc.$299K1
377Addison Capital Co$299K1
378Integrated Advisors Network LLC$295K1
379Purus Wealth Management, LLC$289K1
380Mystic Asset Management, Inc.$285K1
381AlphaCore Capital LLC$280K1
382Ascent Group, LLC$275K1
383Westover Capital Advisors, LLC$272K1
384Blackstone Inc.$270K1
385EP Wealth Advisors, LLC$270K1
386FIFTH THIRD BANCORP$269K1
387Vise Technologies, Inc.$268K1
388Gerber Kawasaki Wealth & Investment Management$266K1
389DIMENSION CAPITAL MANAGEMENT LLC$264K1
390WEALTH EFFECTS LLC$261K1
391GREAT VALLEY ADVISOR GROUP, INC.$261K1
392bLong Financial, LLC$259K1
393Kingsview Wealth Management, LLC$259K1
394NWAM LLC$257K1
395COMMERCE BANK$257K1
396Asset Dedication, LLC$257K1
397Quantessence Capital LLC$254K1
398Cordoba Advisory Partners LLC$254K1
399Forum Financial Management, LP$254K1
400Goldenstone Wealth Management LLC$253K1
401360 Financial, Inc.$252K1
402Absolute Gestao de Investimentos Ltda.$250K1
403LEIGH BALDWIN & CO., LLC$247K1
404Spartan Wealth Advisory Services LLC$245K1
405ArchPoint Investors$242K1
406Baker Avenue Asset Management, LP$242K1
407TRUIST FINANCIAL CORP$241K1
408SCHMIDT P J INVESTMENT MANAGEMENT INC$240K1
409Mutual Advisors, LLC$237K1
410DAYMARK WEALTH PARTNERS, LLC$235K1
411Diversified Trust Co$231K1
412Lotus Technology Management, LP$231K1
413ZEGA Investments, LLC$230K1
414Apriem Advisors$228K1
415Ahara Advisors LLC$227K1
416Evelyn Partners Investment Management LLP$227K1
417Coquina Private Wealth LLC$227K1
418Atria Investments, Inc$226K1
419Advisory Alpha, LLC$225K1
420FOUNDATIONS INVESTMENT ADVISORS, LLC$224K1
421Markin Volterra Fund LP$220K1
422Crescent Sterling, Ltd.$219K1
423Merit Financial Group, LLC$217K1
424Brookstone Capital Management$217K1
425Apollon Wealth Management, LLC$215K1
426HB Wealth Management, LLC$215K1
427LAUREL OAK WEALTH MANAGEMENT, LLC$215K1
428SmartHarvest Portfolios, LLC$215K1
429IPG Investment Advisors LLC$214K1
430Forefront Wealth Partners, LLC$212K1
431First Affirmative Financial Network$211K1
432RDA Financial Network$209K1
433BANQUE PICTET & CIE SA$209K1
434CREDIT INDUSTRIEL ET COMMERCIAL$205K1
435Baader Bank Aktiengesellschaft$205K1
436Woodline Partners LP$203K1
437Keebeck Wealth Management$202K1
438Purpose Unlimited Inc.$202K1
439Elite Wealth Management, Inc.$200K1
440Atlantic Edge Private Wealth Management, LLC$189K1
441Intesa Sanpaolo S.p.A.$182K1
442Spire Wealth Management$182K1
443MAI Capital Management$174K1
444Signature Equity Partners, LLC$156K1
445Rialto Wealth Management, LLC$151K1
446BROWN, LISLE/CUMMINGS, INC.$139K1
447Clearstead Advisors, LLC$133K1
448Murphy & Mullick Capital Management Corp$133K1
449BFSG, LLC$106K1
450Atlantic Union Bankshares Corp$105K1
451MCF Advisors LLC$103K1
452SUMITOMO MITSUI FINANCIAL GROUP, INC.$102K1
453Capula Management Ltd$96.1K1
454SHP Wealth Management$93.9K1
455Smartleaf Asset Management LLC$71.4K1
456Activest Wealth Management$66.6K1
457NWI MANAGEMENT LP$62.5K1
458Global Assets Advisory, LLC$60.5K1
459Penserra Capital Management LLC$58.0K1
460CNB Bank$56.9K1
461ARMSTRONG ADVISORY GROUP, INC$51.3K1
462FINANCIAL CONSULATE, INC$48.4K1
463TFC Financial Management, Inc.$47.8K1
464BARRETT & COMPANY, INC.$45.4K1
465WOLFF WIESE MAGANA LLC$43.0K1
466MCGUIRE CAPITAL ADVISORS INC$40.8K1
467Cassaday & Co Wealth Management LLC$39.8K1
468GODSEY & GIBB, INC$37.8K1
469Orion Capital Management LLC$34.0K1
470Avalon Trust Co$30.3K1
471SYNTAX RESEARCH, INC.$30.3K1
472Evelyn Partners Investment Management Services Ltd$30.3K1
473Abound Wealth Management$29.3K1
474N.E.W. Advisory Services LLC$28.0K1
475PITTENGER & ANDERSON INC$27.2K1
476Ankerstar Wealth, LLC$26.9K1
477MATHER GROUP, LLC.$24.7K1
478JCIC Asset Management Inc.$23.8K1
479Wall Street Financial Group, Inc.$23.4K1
480WPG Advisers, LLC$23.3K1
481UMB Bank, n.a.$22.1K1
482Reyes Financial Architecture, Inc.$20.6K1
483Medallion Wealth Advisors, LLC$20.4K1
484Duquesne Family Office LLC$16.1K1
485Catalyst Capital Advisors LLC$15.9K1
486SWAN Capital LLC$15.4K1
487DELTA ASSET MANAGEMENT LLC/TN$15.1K1
488Key FInancial Inc$15.1K1
489Legacy Wealth Managment, LLC/ID$15.1K1
490HRT FINANCIAL LP$13.0K1
491HM PAYSON & CO$12.0K1
492Bayforest Capital Ltd$11.8K1
493Delos Wealth Advisors, LLC$11.3K1
494Wealth Enhancement Trust Services, Inc.$10.7K1
495Hilltop National Bank$10.1K1
496Ravenstone Capital Management Inc.$9.8K1
497Rachor Investment Advisory Services, LLC$9.2K1
498TOMPKINS FINANCIAL CORP$9.1K1
499Kingdom Financial Group LLC.$8.0K1
500PayPay Securities Corp$7.3K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

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

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)0 buy / 1 sell
Congress net ($ bound)−$100K to −$50.0K
Filers net (actions)not in build
Filers net ($ 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 ARM

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for ARM · financials and macro

Financials — as filed PLANNED

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