Public record / Tickers / ASX

ASX — ASE Technology Holding Co., Ltd.

Both disclosure regimes on one name: who in Congress filed about ASX, 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 ASX
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
10-05
filed 2025-10-05
13F holders
294
top-294 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 06:30 UTCno price data — a disclosure record, not a chart

Sheri Biggs · $1.0K–$15.0K

Sale · traded 2025-03-18 → filed 2025-10-05. Ranked over every ASX row by the provable lower bound, never a point estimate.

No member disclosed ASX 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.

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

1 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. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING ASX · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ASX
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-05Sheri Biggs R–SC-3Sale · SP (spouse-owned)Traded 03-18 LATE·201d$1K–$15K
2022-04-19John H. Rutherford R–FL-5SaleTraded 03-16 +34d$1K–$15K
2018-08-20John H. Rutherford R–FL-5PurchaseTraded 2017-08-14 LATE·371d$1K–$15K
2014-06-18Lois Frankel D–FL-22SaleTraded 06-12 +6d$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 4 ↗

Members active in ASX

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

No member disclosed ASX in the trailing 12 months.

Congress ↔ notable managers · ASX

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

Adding
1 Bridgewater Associates $33.6M held
Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · ASE TECHNOLOGY HLDG CO LTD

Merged timeline of congressional filings and notable-manager moves on ASX
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Fnew+1,547,859 sh

1 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 ASX for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$481M1
2LAZARD ASSET MANAGEMENT LLC$293M1
3UBS Group AG$201M1
4BANK OF AMERICA CORP /DE/$148M1
5MORGAN STANLEY$146M1
6AMERICAN CENTURY COMPANIES INC$126M1
7Rafferty Asset Management, LLC$77.6M1
8CITIGROUP INC$75.0M1
9JANE STREET GROUP, LLC$68.2M1
10HSBC HOLDINGS PLC$43.7M1
11ENVESTNET ASSET MANAGEMENT INC$43.3M1
12Creative Planning$41.1M1
13DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$38.9M1
14EARNEST PARTNERS LLC$37.5M1
15Point72 Asset Management, L.P.$36.3M1
16Bridgewater Associates, LP$33.6M1
17DIMENSIONAL FUND ADVISORS LP$30.3M1
18NORTHERN TRUST CORP$25.8M1
19WELLS FARGO & COMPANY/MN$25.2M1
20VANGUARD PORTFOLIO MANAGEMENT LLC$22.7M1
21SCHRODER INVESTMENT MANAGEMENT GROUP$22.4M1
22MILLENNIUM MANAGEMENT LLC$20.4M1
23MACKENZIE FINANCIAL CORP$17.8M1
24SEI INVESTMENTS CO$17.6M1
25DEUTSCHE BANK AG\$16.9M1
26Tidal Investments LLC$15.9M1
27NINE MASTS CAPITAL Ltd$15.9M1
28Quantinno Capital Management LP$12.8M1
29Vident Advisory, LLC$12.4M1
30Connor, Clark & Lunn Investment Management Ltd.$12.3M1
31Verition Fund Management LLC$12.0M1
32Capital Wealth Planning, LLC$11.5M1
33ROYAL BANK OF CANADA$10.9M1
34ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$10.4M1
35O'SHAUGHNESSY ASSET MANAGEMENT, LLC$9.7M1
36Polymer Capital Management (HK) LTD$9.6M1
37OPPENHEIMER ASSET MANAGEMENT INC.$9.5M1
38HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$8.9M1
39VOLORIDGE INVESTMENT MANAGEMENT, LLC$8.7M1
40Moran Wealth Management, LLC$8.4M1
41CITADEL ADVISORS LLC$8.3M1
42QUADRANT CAPITAL GROUP LLC$8.0M1
43Vanguard Personalized Indexing Management, LLC$8.0M1
44Man Group plc$7.6M1
45BALYASNY ASSET MANAGEMENT L.P.$7.2M1
46LPL Financial LLC$6.7M1
47NOMURA HOLDINGS INC$6.5M1
48Larson Financial Group LLC$6.4M1
49Laird Norton Wetherby Trust Company, LLC$6.4M1
50Amundi$6.2M1
51RAYMOND JAMES FINANCIAL INC$5.9M1
52Allianz Asset Management GmbH$5.8M1
53SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.7M1
54Mariner, LLC$5.3M1
55GUGGENHEIM CAPITAL LLC$5.2M1
56US BANCORP \DE\$5.2M1
57BANQUE PICTET & CIE SA$5.1M1
58DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$5.0M1
59FIRST TRUST ADVISORS LP$4.4M1
60Eurizon Capital SGR S.p.A.$4.2M1
61Arrowpoint Investment Partners (Singapore) Pte. Ltd.$3.9M1
62VANGUARD CAPITAL MANAGEMENT LLC$3.7M1
63Corient Private Wealth LLC$3.6M1
64BOOTHBAY FUND MANAGEMENT, LLC$3.5M1
65Legacy Wealth Asset Management, LLC$3.5M1
66Schonfeld Strategic Advisors LLC$3.5M1
67FMR LLC$3.4M1
68IEQ CAPITAL, LLC$3.4M1
69Cerity Partners LLC$3.3M1
70Orion Porfolio Solutions, LLC$3.3M1
71FLPUTNAM INVESTMENT MANAGEMENT CO$3.2M1
72Sequoia Financial Advisors, LLC$3.1M1
73BNP Paribas Asset Management Holding S.A.$3.0M1
74Cetera Investment Advisers$2.9M1
75Advisors Asset Management, Inc.$2.9M1
76STIFEL FINANCIAL CORP$2.8M1
77Aquatic Capital Management LLC$2.8M1
78Sanctuary Advisors, LLC$2.8M1
79Ballentine Partners, LLC$2.7M1
80TWO SIGMA INVESTMENTS, LP$2.6M1
81Invesco Ltd.$2.5M1
82PROFUND ADVISORS LLC$2.4M1
83Bank Pictet & Cie (Europe) AG$2.4M1
84Henshaw Capital LLC$2.4M1
85Pathstone Holdings, LLC$2.2M1
86NLB Skladi, upravljanje premozenja, d.o.o.$2.2M1
87Engineers Gate Manager LP$2.1M1
88B. Metzler seel. Sohn & Co. AG$2.0M1
89Jain Global LLC$2.0M1
90Caprock Group, LLC$2.0M1
91XTX Topco Ltd$1.9M1
92SIGNATUREFD, LLC$1.9M1
93Vestmark Advisory Solutions, Inc.$1.9M1
94KR Capital LP$1.8M1
95Crossmark Global Holdings, Inc.$1.8M1
96&PARTNERS$1.7M1
97Blue Trust, Inc.$1.5M1
98RITHOLTZ WEALTH MANAGEMENT$1.5M1
99UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.5M1
100Banque Cantonale Vaudoise$1.4M1
101Bridgewater Advisors Inc.$1.4M1
102MAINSTAY CAPITAL MANAGEMENT LLC /ADV$1.4M1
103REGIONS FINANCIAL CORP$1.4M1
104COLDSTREAM CAPITAL MANAGEMENT INC$1.4M1
105Y-Intercept (Hong Kong) Ltd$1.3M1
106Baader Bank Aktiengesellschaft$1.3M1
107Havemeyer Place LP$1.3M1
108TRUIST FINANCIAL CORP$1.3M1
109QRG CAPITAL MANAGEMENT, INC.$1.3M1
110E Fund Management Co., Ltd.$1.3M1
111HighTower Advisors, LLC$1.1M1
112Compound Planning, Inc.$1.1M1
113Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$1.1M1
114FEDERATED HERMES, INC.$1.1M1
115Merit Financial Group, LLC$1.1M1
116MML INVESTORS SERVICES, LLC$1.0M1
117BANK OF MONTREAL /CAN/$1.0M1
118FORA Capital, LLC$1.0M1
119First Affirmative Financial Network$1.0M1
120PDS Planning, Inc$1.0M1
121FIL Ltd$1.0M1
122Vise Technologies, Inc.$984K1
123Savant Capital, LLC$955K1
124TT International Asset Management LTD$930K1
125Aaron Wealth Advisors LLC$911K1
126Rockefeller Capital Management L.P.$903K1
127Walleye Capital LLC$895K1
128Focus Partners Wealth$879K1
129OSAIC HOLDINGS, INC.$863K1
130BSW Wealth Partners$845K1
131Frank, Rimerman Advisors LLC$813K1
132NewEdge Wealth, LLC$810K1
133Atria Investments, Inc$807K1
134Callan Family Office, LLC$791K1
135Focus Partners Advisor Solutions, LLC$767K1
136Capula Management Ltd$719K1
137Fortitude Advisory Group L.L.C.$707K1
138Allspring Global Investments Holdings, LLC$704K1
139Graham Capital Management, L.P.$696K1
140UNITED CAPITAL FINANCIAL ADVISORS, LLC$624K1
141EVERGREEN CAPITAL MANAGEMENT LLC$612K1
142HB Wealth Management, LLC$594K1
143CogentBlue Wealth Advisors, LLC$581K1
144ExodusPoint Capital Management, LP$581K1
145MITCHELL & PAHL PRIVATE WEALTH, LLC$581K1
146West Family Investments, Inc.$574K1
147XPONANCE LLC$545K1
148Leonteq Securities AG$542K1
149MERCER GLOBAL ADVISORS INC /ADV$537K1
150AQR CAPITAL MANAGEMENT LLC$526K1
151OpenArc Corporate Advisory, LLC$514K1
152ASSETMARK, INC$506K1
153Candriam S.C.A.$487K1
154Kathmere Capital Management, LLC$457K1
155Frec Markets, Inc.$449K1
156TWO SIGMA SECURITIES, LLC$446K1
157U.S. Capital Wealth Advisors, LLC$419K1
158Aspen Grove Capital, LLC$418K1
159Greenspring Advisors, LLC$404K1
160NewEdge Advisors, LLC$401K1
161Ascent Group, LLC$397K1
162FRANKLIN RESOURCES INC$395K1
163Waverly Advisors, LLC$394K1
164Americana Partners, LLC$387K1
165JMN Financial LLC$382K1
166WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$377K1
167WEALTH ALLIANCE, LLC$376K1
168LVW Advisors, LLC$369K1
169Ariadne Wealth Management, LP$363K1
170Whalen Wealth Management Inc.$363K1
171Trek Financial, LLC$363K1
172Aprio Wealth Management, LLC$359K1
173OneDigital Investment Advisors LLC$359K1
174GROUP ONE TRADING LLC$346K1
175Foster Group, Inc.$346K1
176Pinnacle Wealth Planning Services, Inc.$335K1
177CWM, LLC$333K1
178Sivia Capital Partners, LLC$328K1
179Leo Wealth, LLC$324K1
180COMMONWEALTH EQUITY SERVICES, LLC$319K1
181SEEDS INVESTOR LLC$308K1
182GeoWealth Management, LLC$285K1
183DIVERSIFY WEALTH MANAGEMENT, LLC$285K1
184Smartleaf Asset Management LLC$282K1
185DRIVE WEALTH MANAGEMENT, LLC$282K1
186Allworth Financial LP$281K1
187EP Wealth Advisors, LLC$279K1
188Apollon Wealth Management, LLC$275K1
189CHOREO, LLC$272K1
190Private Advisor Group, LLC$268K1
191M&T BANK CORP$262K1
192Resonant Capital Advisors, LLC$262K1
193EXCHANGE TRADED CONCEPTS, LLC$260K1
194May Hill Capital, LLC$252K1
195Caitong International Asset Management Co., Ltd$247K1
196JOURNEY STRATEGIC WEALTH LLC$241K1
197Rehmann Capital Advisory Group$239K1
198Kestra Advisory Services, LLC$236K1
199NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$232K1
200BLAIR WILLIAM & CO/IL$226K1
201Composition Wealth, LLC$224K1
202Bleakley Financial Group, LLC$224K1
203Athena Wealth Management, LLC$221K1
204Werba Rubin Papier Wealth Management$218K1
205Vest Financial, LLC$218K1
206MGO ONE SEVEN LLC$217K1
207CLEAR WAVE WEALTH MANAGEMENT LLC$210K1
208Capital Management Associates, Inc$209K1
209180 WEALTH ADVISORS, LLC$205K1
210Dynamic Advisor Solutions LLC$202K1
211KESTRA PRIVATE WEALTH SERVICES, LLC$202K1
212TD Waterhouse Canada Inc.$199K1
213MAI Capital Management$192K1
214Grove Bank & Trust$184K1
215Walleye Trading LLC$172K1
216ACADIAN ASSET MANAGEMENT LLC$160K1
217Transamerica Financial Advisors, LLC$154K1
218Bayforest Capital Ltd$138K1
219Inspire Investing, LLC$107K1
220WealthCollab, LLC$105K1
221Legal & General Group Plc$93.7K1
222Steward Partners Investment Advisory, LLC$62.4K1
223Vanguard Global Advisers, LLC$57.9K1
224Bell Investment Advisors, Inc$47.4K1
225Wall Street Financial Group, Inc.$47.2K1
226JFS WEALTH ADVISORS, LLC$45.3K1
227UMB Bank, n.a.$43.3K1
228Parkside Financial Bank & Trust$43.3K1
229NATIXIS ADVISORS, LLC$42.1K1
230Key FInancial Inc$30.0K1
231EFG International AG$29.4K1
232Retirement Wealth Solutions LLC$26.8K1
233FINANCIAL CONSULATE, INC$24.9K1
234Acumen Wealth Advisors, LLC$23.0K1
235MASECO LLP$21.6K1
236Rakuten Securities, Inc.$20.5K1
237True Wealth Design, LLC$20.4K1
238BEACON INVESTMENT ADVISORY SERVICES, INC.$16.3K1
239Clearstead Advisors, LLC$15.5K1
240Valued Wealth Advisors LLC$14.7K1
241CALDWELL SUTTER CAPITAL, INC.$14.4K1
242PROFFITT & GOODSON INC$14.1K1
243Medallion Wealth Advisors, LLC$12.8K1
244Intentional Wealth Strategies, LLC$12.6K1
245FIFTH THIRD BANCORP$12.5K1
246Physician Wealth Advisors, Inc.$11.3K1
247Westfuller Advisors, LLC$10.5K1
248Tower Research Capital LLC (TRC)$10.0K1
249WPG Advisers, LLC$8.3K1
250Crewe Advisors LLC$6.6K1
251SHP Wealth Management$6.4K1
252Stone House Investment Management, LLC$5.4K1
253Signature Equity Partners, LLC$5.3K1
254DecisionPoint Financial, LLC$4.9K1
255THRIVENT FINANCIAL FOR LUTHERANS$3.8K1
256Elequin Capital, LP$3.7K1
257Friedenthal Financial$3.3K1
258Dogwood Wealth Management LLC$2.7K1
259Spire Wealth Management$2.7K1
260JPL Wealth Management, LLC$2.3K1
261Investors Portfolio Services LLC$1.7K1
262Frazier Financial Advisors, LLC$1.2K1
263HRT FINANCIAL LP$1.1K1
264Triumph Capital Management$1.1K1
265PARK AVENUE SECURITIES LLC$7471
266Abound Wealth Management$7161
267Summit Global Investments$6671
268VANGUARD GROUP INC$01
269GLENMEDE TRUST CO NA$01
270HARBOUR INVESTMENTS, INC.$01
271CAMBIAR INVESTORS LLC$01
272D. E. Shaw & Co., Inc.$01
273WEXFORD CAPITAL LP$01
274GROUPAMA ASSET MANAGMENT$01
275TD ASSET MANAGEMENT INC$01
276CIBC Private Wealth Group LLC$01
277GTS SECURITIES LLC$01
278OLD MISSION CAPITAL LLC$01
279TWO SIGMA ADVISERS, LP$01
280DRW Securities, LLC$01
281Mirae Asset Global Investments Co., Ltd.$01
282Tuttle Capital Management, LLC$01
283WINTON GROUP Ltd$01
284Wealthspire Advisors, LLC$01
285Lester Murray Antman dba SimplyRich$01
286Global Retirement Partners, LLC$01
287NKCFO LLC$01
288Inspire Advisors, LLC$01
289SageView Advisory Group, LLC$01
290Concurrent Investment Advisors, LLC$01
291Scientech Research LLC$01
292FirstWave Capital Management LLC$01
293LAUREL OAK WEALTH MANAGEMENT, LLC$01
294SG Trading Solutions, LLC$01
Truncated by Public Filings. The published aggregate ranks the top 294 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 ASX

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for ASX · financials and macro

Financials — as filed PLANNED

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