Public record / Tickers / ATI

ATI — ATI INC

Both disclosure regimes on one name: who in Congress filed about ATI, 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
1
all PTR rows naming ATI
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
06-07
filed 2015-06-07
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

Thomas MacArthur · $1.0K–$15.0K

Sale · traded 2015-05-27 → filed 2015-06-07. Ranked over every ATI row by the provable lower bound, never a point estimate.

No member disclosed ATI 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.

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

No dated ATI rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING ATI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ATI
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2015-06-07Thomas MacArthur R–NJ-3Sale · JT (jointly owned)Traded 05-27 +11d$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 1 ↗

Members active in ATI

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

No member disclosed ATI in the trailing 12 months.

Congress ↔ notable managers · ATI

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 Gotham Asset Management $37.9M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · ATI INC

Merged timeline of congressional filings and notable-manager moves on ATI
DateWhoChangeSize
2026-05-15Viking Global Investors 13Fnew+3,332,843 sh
2026-05-15Soros Fund Management 13Fnew+52,832 sh
2026-05-15Moore Capital Management 13Fnew+33,916 sh
2026-05-15Bridgewater Associates 13Fnew+21,950 sh
2026-05-15Gotham Asset Management 13Ftrim−30,508 sh

5 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 ATI for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.4B1
2Capital Research Global Investors$896M1
3VANGUARD CAPITAL MANAGEMENT LLC$891M1
4Capital International Investors$855M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$847M1
6Capital World Investors$831M1
7STATE STREET CORP$783M1
8FMR LLC$763M1
9Invesco Ltd.$561M1
10VIKING GLOBAL INVESTORS LP$485M1
11GEODE CAPITAL MANAGEMENT, LLC$429M1
12Point72 Asset Management, L.P.$281M1
13D. E. Shaw & Co., Inc.$253M1
14MORGAN STANLEY$243M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$218M1
16JANE STREET GROUP, LLC$217M1
17UBS Group AG$206M1
18DIMENSIONAL FUND ADVISORS LP$199M1
19BANK OF AMERICA CORP /DE/$199M1
20DENDUR CAPITAL LP$187M1
21NORTHERN TRUST CORP$180M1
22ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$175M1
23AQR CAPITAL MANAGEMENT LLC$174M1
24Holocene Advisors, LP$160M1
25AMERICAN CENTURY COMPANIES INC$156M1
26BOWEN HANES & CO INC$152M1
27MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$150M1
28AMERIPRISE FINANCIAL INC$145M1
29Fisher Asset Management, LLC$134M1
30Bank of New York Mellon Corp$126M1
31Qube Research & Technologies Ltd$125M1
32BALYASNY ASSET MANAGEMENT L.P.$124M1
33VANGUARD FIDUCIARY TRUST CO$123M1
34PRUDENTIAL FINANCIAL INC$118M1
35BARROW HANLEY MEWHINNEY & STRAUSS LLC$114M1
36Artemis Investment Management LLP$105M1
37FRONTIER CAPITAL MANAGEMENT CO LLC$101M1
38RAYMOND JAMES FINANCIAL INC$92.5M1
39MILLENNIUM MANAGEMENT LLC$90.1M1
40Assenagon Asset Management S.A.$85.0M1
41Nuveen, LLC$84.2M1
42Freestone Grove Partners LP$83.8M1
43FEDERATED HERMES, INC.$79.4M1
44Allspring Global Investments Holdings, LLC$78.7M1
45BANK OF NOVA SCOTIA$68.0M1
46ALLIANCEBERNSTEIN L.P.$66.0M1
47ING GROEP NV$54.9M1
48SCHRODER INVESTMENT MANAGEMENT GROUP$54.6M1
49Square Wave Capital, LLC$53.3M1
50UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$51.6M1
51RHUMBLINE ADVISERS$51.5M1
52WELLS FARGO & COMPANY/MN$51.1M1
53JUPITER ASSET MANAGEMENT LTD$49.7M1
54Retirement Systems of Alabama$45.4M1
55CITADEL ADVISORS LLC$44.1M1
56PRINCIPAL FINANCIAL GROUP INC$44.1M1
57SEGALL BRYANT & HAMILL, LLC$40.3M1
58Swiss National Bank$39.1M1
59Allianz Asset Management GmbH$39.0M1
60Jain Global LLC$38.5M1
61KLCM Advisors, Inc.$38.2M1
62Amundi$38.0M1
63Gotham Asset Management, LLC$37.9M1
64CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$36.9M1
65BLAIR WILLIAM & CO/IL$34.5M1
66Capital International, Inc./CA/$34.2M1
67ENVESTNET ASSET MANAGEMENT INC$31.4M1
68DRIEHAUS CAPITAL MANAGEMENT LLC$30.9M1
69Legal & General Group Plc$30.8M1
70STATE OF WISCONSIN INVESTMENT BOARD$29.4M1
71HAWK RIDGE CAPITAL MANAGEMENT LP$27.0M1
72Aventail Capital Group, LP$27.0M1
73EMERALD ADVISERS, LLC$26.4M1
74ROYAL BANK OF CANADA$24.9M1
75CANADA PENSION PLAN INVESTMENT BOARD$24.4M1
76LPL Financial LLC$24.1M1
77PANAGORA ASSET MANAGEMENT INC$24.1M1
781832 Asset Management L.P.$22.0M1
79Walleye Capital LLC$21.3M1
80Senator Investment Group LP$21.1M1
81NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$17.0M1
82Sanctuary Advisors, LLC$16.8M1
83DEUTSCHE BANK AG\$15.7M1
84CIBC Bancorp USA Inc.$15.6M1
85VANGUARD ASSET MANAGEMENT, Ltd$15.2M1
86GUGGENHEIM CAPITAL LLC$15.2M1
87Tidal Investments LLC$15.1M1
88FACT Capital, LP$15.0M1
89Advisors Asset Management, Inc.$14.9M1
90SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$14.5M1
91BARCLAYS PLC$14.4M1
92Voleon Capital Management LP$14.4M1
93STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$14.3M1
94ROYCE & ASSOCIATES LP$14.3M1
95EMERALD MUTUAL FUND ADVISERS TRUST$13.7M1
96FIRST TRUST ADVISORS LP$13.5M1
97STIFEL FINANCIAL CORP$13.5M1
98Mountaineer Partners Management, LLC$13.4M1
99SEI INVESTMENTS CO$13.1M1
100Woodline Partners LP$13.0M1
101ExodusPoint Capital Management, LP$12.8M1
102HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$12.7M1
103Epoch Investment Partners, Inc.$12.5M1
104SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$12.0M1
105TEMA ETFS LLC$11.8M1
106Rokos Capital Management LLP$11.7M1
107NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$11.5M1
108Channing Capital Management, LLC$11.3M1
109WELLINGTON MANAGEMENT GROUP LLP$11.0M1
110CITIGROUP INC$11.0M1
111Anomaly Capital Management, LP$10.9M1
112Mariner, LLC$10.5M1
113Mengis Capital Management, Inc.$10.3M1
114MANUFACTURERS LIFE INSURANCE COMPANY, THE$10.1M1
115Engineers Gate Manager LP$10.0M1
116MetLife Investment Management, LLC$9.7M1
117CREDIT AGRICOLE S A$9.6M1
118NEW YORK STATE COMMON RETIREMENT FUND$9.2M1
119Brevan Howard Capital Management LP$9.1M1
120XTX Topco Ltd$8.9M1
121Janus Henderson Group Ltd.$8.8M1
122Man Group plc$8.7M1
123INTECH INVESTMENT MANAGEMENT LLC$8.6M1
124WORLDQUANT MILLENNIUM ADVISORS LLC$8.4M1
125Empowered Funds, LLC$8.1M1
126Vanguard Global Advisers, LLC$8.1M1
127S SQUARED TECHNOLOGY, LLC$8.0M1
128SOROS FUND MANAGEMENT LLC$7.7M1
129Zurcher Kantonalbank (Zurich Cantonalbank)$7.6M1
130MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$7.6M1
131IEQ CAPITAL, LLC$7.5M1
132NORDEA INVESTMENT MANAGEMENT AB$7.2M1
133FIFTH THIRD BANCORP$7.1M1
134VOYA INVESTMENT MANAGEMENT LLC$6.9M1
135State of New Jersey Common Pension Fund D$6.8M1
136Waverly Advisors, LLC$6.7M1
137TD ASSET MANAGEMENT INC$6.6M1
138Capital Group Private Client Services, Inc.$6.5M1
139Pathstone Holdings, LLC$6.3M1
140Qsemble Capital Management, LP$6.1M1
1411492 Capital Management LLC$6.1M1
142Asset Management One Co., Ltd.$6.1M1
143Cerity Partners LLC$6.1M1
144Quadrature Capital Ltd$6.1M1
145YOUSIF CAPITAL MANAGEMENT, LLC$5.9M1
146Quantinno Capital Management LP$5.9M1
147Aquatic Capital Management LLC$5.9M1
148Covea Finance$5.8M1
149PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$5.8M1
150Creative Planning$5.8M1
151NISA INVESTMENT ADVISORS, LLC$5.7M1
152Verition Fund Management LLC$5.7M1
153Arizona State Retirement System$5.4M1
154Rafferty Asset Management, LLC$5.3M1
155CWM, LLC$5.3M1
156H Squared Management LP$5.3M1
157SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.1M1
158Focus Partners Advisor Solutions, LLC$5.1M1
159OCCUDO QUANTITATIVE STRATEGIES LP$5.1M1
160FARMERS & MERCHANTS INVESTMENTS INC$5.1M1
161Vanguard Investments Australia, Ltd.$5.0M1
162HighTower Advisors, LLC$5.0M1
163COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$5.0M1
164MOORE CAPITAL MANAGEMENT, LP$4.9M1
165New Age Alpha Advisors, LLC$4.8M1
166Universal- Beteiligungs- und Servicegesellschaft mbH$4.8M1
167STATE OF MICHIGAN RETIREMENT SYSTEM$4.8M1
168Spire Wealth Management$4.7M1
169Tribune Investment Group LP$4.7M1
170Y-Intercept (Hong Kong) Ltd$4.6M1
171Hennion & Walsh Asset Management, Inc.$4.5M1
172MERCER GLOBAL ADVISORS INC /ADV$4.5M1
173NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$4.4M1
174KLP KAPITALFORVALTNING AS$4.4M1
175VICTORY CAPITAL MANAGEMENT INC$4.4M1
176Ameritas Investment Partners, Inc.$4.3M1
177Register Financial Advisors LLC$4.3M1
178WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.3M1
179Envestnet Portfolio Solutions, Inc.$4.2M1
180COOKSON PEIRCE & CO INC$4.2M1
181Pier Capital, LLC$4.2M1
182HSBC HOLDINGS PLC$4.2M1
183Candelo Capital Management LP$4.1M1
184OREGON PUBLIC EMPLOYEES RETIREMENT FUND$4.0M1
185Hudson Bay Capital Management LP$4.0M1
186Cetera Investment Advisers$3.9M1
187Susquehanna Portfolio Strategies, LLC$3.8M1
188&PARTNERS$3.8M1
189Expect Equity LLC$3.8M1
190MML INVESTORS SERVICES, LLC$3.7M1
191CAPSTONE INVESTMENT ADVISORS, LLC$3.6M1
192LAZARD ASSET MANAGEMENT LLC$3.5M1
193Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)$3.5M1
194BANK OF MONTREAL /CAN/$3.5M1
195Schonfeld Strategic Advisors LLC$3.4M1
196DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$3.4M1
197OP Asset Management Ltd$3.3M1
198Squarepoint Ops LLC$3.3M1
199Pictet Asset Management Holding SA$3.2M1
200Bridgewater Associates, LP$3.2M1
201AXQ CAPITAL, LP$3.2M1
202Quantbot Technologies LP$3.1M1
203TEACHER RETIREMENT SYSTEM OF TEXAS$3.1M1
204Ensign Peak Advisors, Inc$3.0M1
205DnB Asset Management AS$3.0M1
206Federation des caisses Desjardins du Quebec$2.9M1
207Graphene Investments SAS$2.9M1
208Steward Partners Investment Advisory, LLC$2.9M1
209NATIXIS$2.7M1
210PARADIGM CAPITAL MANAGEMENT INC/NY$2.6M1
211PIER 88 INVESTMENT PARTNERS LLC$2.6M1
212BRIDGEWAY CAPITAL MANAGEMENT, LLC$2.6M1
213TWO SIGMA INVESTMENTS, LP$2.6M1
214Marathon Partners Equity Management, LLC$2.5M1
215XPONANCE LLC$2.5M1
216Inspire Investing, LLC$2.5M1
217Vanguard Personalized Indexing Management, LLC$2.4M1
218Donoghue Forlines LLC$2.4M1
219FRANKLIN RESOURCES INC$2.3M1
220Curi Capital, LLC$2.3M1
221QUADRANT CAPITAL GROUP LLC$2.3M1
222Havemeyer Place LP$2.3M1
223Bragg Financial Advisors, Inc$2.3M1
224Twin Tree Management, LP$2.2M1
225COMMONWEALTH EQUITY SERVICES, LLC$2.1M1
226LITTLE HOUSE CAPITAL LLC$2.1M1
227PVG ASSET MANAGEMENT CORP$2.1M1
228AIGEN INVESTMENT MANAGEMENT, LP$2.0M1
229Atria Investments, Inc$2.0M1
230Capital International Sarl$1.9M1
231KESTRA PRIVATE WEALTH SERVICES, LLC$1.9M1
232NOMURA HOLDINGS INC$1.9M1
233Old West Investment Management, LLC$1.8M1
234Oak Thistle LLC$1.8M1
235Farmers & Merchants Trust Co of Long Beach$1.7M1
236Jefferies Financial Group Inc.$1.7M1
237O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.6M1
238Swiss Life Asset Management Ltd$1.6M1
239Corient Private Wealth LLC$1.5M1
240OSAIC HOLDINGS, INC.$1.5M1
241Sigma Planning Corp$1.5M1
242ADAGE CAPITAL PARTNERS GP, L.L.C.$1.5M1
243Crossmark Global Holdings, Inc.$1.5M1
244EVERGREEN CAPITAL MANAGEMENT LLC$1.5M1
245Orion Porfolio Solutions, LLC$1.5M1
246SECURIAN ASSET MANAGEMENT, INC$1.5M1
247JONES ROAD CAPITAL MANAGEMENT, L.P.$1.5M1
248Waldron Private Wealth LLC$1.4M1
249Dayah Capital LLC$1.4M1
250Atom Investors LP$1.4M1
251Merit Financial Group, LLC$1.4M1
252Gallo Partners, LP$1.4M1
253Edgestream Partners, L.P.$1.4M1
254D.A. DAVIDSON & CO.$1.4M1
255Arista Wealth Management, LLC$1.3M1
256PEAK6 LLC$1.3M1
257Focus Partners Wealth$1.3M1
258OPPENHEIMER & CO INC$1.3M1
259WINTON GROUP Ltd$1.3M1
260Weinberger Asset Management, Inc$1.3M1
261TRUIST FINANCIAL CORP$1.3M1
262Integrated Quantitative Investments LLC$1.3M1
263Bank Julius Baer & Co. Ltd, Zurich$1.2M1
264TD Waterhouse Canada Inc.$1.2M1
265Numerai GP LLC$1.1M1
266CCG WEALTH MANAGEMENT, LLC$1.1M1
267Vestmark Advisory Solutions, Inc.$1.1M1
268OPPENHEIMER ASSET MANAGEMENT INC.$1.1M1
269FOX RUN MANAGEMENT, L.L.C.$1.1M1
270Vinva Investment Management Ltd$1.1M1
271Illinois Municipal Retirement Fund$1.1M1
272FIRST BUSINESS FINANCIAL SERVICES, INC.$1.1M1
273M&T BANK CORP$1.1M1
274Rockefeller Capital Management L.P.$1.0M1
275Utah Retirement Systems$1.0M1
276Precision Wealth Strategies, LLC$1.0M1
277Qtron Investments LLC$1.0M1
278PINNBROOK CAPITAL MANAGEMENT LP$1.0M1
279Maryland State Retirement & Pension System$989K1
280Friedenthal Financial$981K1
281FIRST CITIZENS BANK & TRUST CO$964K1
282Fragasso Financial Advisors Inc$953K1
283Cetera Trust Company, N.A$942K1
284UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$936K1
285Central Pacific Bank - Trust Division$918K1
286Summit Trail Advisors, LLC$912K1
287Ethic Inc.$903K1
288Concurrent Investment Advisors, LLC$902K1
289Fairvoy Private Wealth, LLC$879K1
290Mitsubishi UFJ Trust & Banking Corp$859K1
291KEYBANK NATIONAL ASSOCIATION/OH$847K1
292Sequoia Financial Advisors, LLC$833K1
293MARTINGALE ASSET MANAGEMENT L P$818K1
294ProShare Advisors LLC$792K1
295Lido Advisors, LLC$743K1
296Financiere des Professionnels - Fonds d'investissement inc.$733K1
297JOURNEY STRATEGIC WEALTH LLC$727K1
298Mayflower Financial Advisors, LLC$724K1
299COLDSTREAM CAPITAL MANAGEMENT INC$713K1
300Confluence Wealth Services, Inc.$707K1
301US BANCORP \DE\$688K1
302Y.D. More Investments Ltd$687K1
303PFG Advisors$687K1
304Vident Advisory, LLC$655K1
305SHELTON CAPITAL MANAGEMENT$652K1
306TWO SIGMA SECURITIES, LLC$651K1
307Caitong International Asset Management Co., Ltd$638K1
308SHEETS SMITH WEALTH MANAGEMENT$633K1
309CIBC Asset Management Inc$618K1
310Alphadyne Asset Management LP$607K1
311Mirae Asset Global Investments Co., Ltd.$601K1
312HB Wealth Management, LLC$599K1
313Tower Research Capital LLC (TRC)$591K1
314NewEdge Advisors, LLC$577K1
315Polymer Capital Management (US) LLC$575K1
316North Dakota State Investment Board$573K1
317CHOREO, LLC$569K1
318CHESAPEAKE CAPITAL CORP /IL/$552K1
319World Investment Advisors$550K1
320Krilogy Financial LLC$547K1
321Callan Family Office, LLC$546K1
322Beacon Pointe Advisors, LLC$531K1
323Apollon Wealth Management, LLC$529K1
324Ballentine Partners, LLC$525K1
325Eurizon Capital SGR S.p.A.$515K1
326Sivia Capital Partners, LLC$512K1
327Gateway Wealth Partners, LLC$500K1
328PROFUND ADVISORS LLC$494K1
329Caprock Group, LLC$488K1
330ARISTEIA CAPITAL, L.L.C.$479K1
331Prospera Financial Services Inc$478K1
332Headlands Technologies LLC$478K1
333GATEWAY INVESTMENT ADVISERS LLC$477K1
334Meiji Yasuda Asset Management Co Ltd.$455K1
335U.S. Capital Wealth Advisors, LLC$454K1
336Vontobel Holding Ltd.$450K1
337Bank of Marin$447K1
338Emerald Investment Advisers, LLC$426K1
339State of Wyoming$419K1
340NewEdge Wealth, LLC$416K1
341BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$412K1
342Kestra Advisory Services, LLC$410K1
343DRW Securities, LLC$410K1
344MEEDER ASSET MANAGEMENT INC$401K1
345Accel Wealth Management$400K1
346Cynosure Group, LLC$400K1
347PICTON MAHONEY ASSET MANAGEMENT$394K1
348Bull Harbor Capital LLC$391K1
349Cordatus Wealth Management LLC$383K1
350Shay Capital LLC$378K1
351DAVENPORT & Co LLC$377K1
352JOHNSON INVESTMENT COUNSEL INC$374K1
353EXCHANGE TRADED CONCEPTS, LLC$374K1
354Savant Capital, LLC$371K1
355BNP Paribas Asset Management Holding S.A.$370K1
356OLD NATIONAL BANCORP /IN/$366K1
357ASSOCIATED BANC-CORP$364K1
358TOTH FINANCIAL ADVISORY CORP$364K1
359DDFG, Inc$363K1
360JUNCTURE WEALTH STRATEGIES, LLC$362K1
361Caerus Investment Advisors, LLC$359K1
362NorthCrest Asset Manangement, LLC$358K1
363Allworth Financial LP$357K1
364Private Advisor Group, LLC$352K1
365Compound Planning, Inc.$346K1
366Bridgefront Capital, LLC$343K1
367AE Wealth Management LLC$342K1
368Truvestments Capital LLC$341K1
369Abel Hall, LLC$338K1
370BOOTHBAY FUND MANAGEMENT, LLC$332K1
371STEPHENS INC /AR/$330K1
372Scientech Research LLC$322K1
373Vise Technologies, Inc.$318K1
374Chicago Partners Investment Group LLC$312K1
375Carnegie Investment Counsel$311K1
376SIG BROKERAGE, LP$306K1
377COMMERCE BANK$306K1
378Laird Norton Wetherby Trust Company, LLC$305K1
379J.W. COLE ADVISORS, INC.$304K1
380Wedmont Private Capital$304K1
381HOWARD WEALTH MANAGEMENT, LLC$303K1
382Perigon Wealth Management, LLC$300K1
383Arax Advisory Partners$297K1
384KILEY JUERGENS WEALTH MANAGEMENT, LLC$291K1
385VestGen Advisors, LLC$291K1
386UMB Bank, n.a.$290K1
387Revisor Wealth Management LLC$289K1
388Coyle Financial Counsel LLC$287K1
389Baird Financial Group, Inc.$282K1
390Optas, LLC$280K1
391Machina Capital S.A.S.$276K1
392OpenArc Corporate Advisory, LLC$276K1
393Souders Financial Advisors$274K1
394Successful Portfolios LLC$271K1
395WADDELL & ASSOCIATES, LLC$266K1
396UNITED CAPITAL FINANCIAL ADVISORS, LLC$260K1
397FORA Capital, LLC$257K1
398Annex Advisory Services, LLC$256K1
399Pilgrim Partners Asia Pte Ltd$256K1
400BEESE FULMER INVESTMENT MANAGEMENT, INC.$250K1
401SmartHarvest Portfolios, LLC$249K1
402Ausdal Financial Partners, Inc.$244K1
403Avantax Planning Partners, Inc.$244K1
404TWINBEECH CAPITAL LP$243K1
405Capital Asset Advisory Services LLC$242K1
406Fieldview Capital Management, LLC$234K1
407DV Trading LLC$233K1
408Advisor OS, LLC$232K1
409INSIGNEO ADVISORY SERVICES, LLC$227K1
410INCEPTIONR LLC$225K1
411F/m Investments LLC$224K1
412Parcion Private Wealth LLC$222K1
413RETIREMENT GUYS FORMULA LLC$222K1
414Archer Investment Corp$220K1
415Marathon Mission, Inc.$216K1
416FIDELIS CAPITAL PARTNERS, LLC$215K1
417EVOLVE PRIVATE WEALTH, LLC$215K1
418Networth Advisors, LLC$213K1
419Insight Wealth Strategies, LLC$211K1
420Cape Investment Advisory, Inc.$209K1
421Rothschild Wealth LLC$208K1
422PRELUDE CAPITAL MANAGEMENT, LLC$208K1
423Ponta Wealth Partners, LLC$208K1
424FIDUCIARY TRUST CO$206K1
425Diversified Trust Co$205K1
426HORAN Wealth, LLC$204K1
427JFS WEALTH ADVISORS, LLC$200K1
428Pinnacle Wealth Planning Services, Inc.$185K1
429Optiver Holding B.V.$178K1
430Bayforest Capital Ltd$164K1
431Barnes Dennig Private Wealth Management LLC$157K1
432USA FINANCIAL FORMULAS$144K1
433MAI Capital Management$136K1
434SBI Securities Co., Ltd.$127K1
435Hilltop National Bank$122K1
436Quarry LP$122K1
437Activest Wealth Management$121K1
438Vanguard National Trust Co$120K1
439Rakuten Securities, Inc.$110K1
440CFG Wealth Management Services, Inc.$105K1
441WOLFF WIESE MAGANA LLC$91.6K1
442Smartleaf Asset Management LLC$84.8K1
443Johnson Financial Group, Inc.$80.0K1
444SIGNATUREFD, LLC$76.4K1
445Keating Financial Advisory Services, Inc.$73.3K1
446HUB Investment Partners, LLC$70.3K1
447Parkside Financial Bank & Trust$69.1K1
448WPG Advisers, LLC$67.9K1
449Prestige Wealth Management Group LLC$61.1K1
450SUMMIT SECURITIES GROUP LLC$60.1K1
451NOMURA ASSET MANAGEMENT CO LTD$56.7K1
452Mitsubishi UFJ Asset Management Co., Ltd.$53.7K1
453Aster Capital Management (DIFC) Ltd$45.1K1
454MACQUARIE GROUP LTD$44.1K1
455DANSKE BANK A/S$43.6K1
456EFG International AG$43.5K1
457Physician Wealth Advisors, Inc.$40.4K1
458Destiny Wealth Partners, LLC$38.5K1
459True Wealth Design, LLC$38.1K1
460Triumph Capital Management$37.7K1
461HRT FINANCIAL LP$36.8K1
462MATHER GROUP, LLC.$29.1K1
463SJS Investment Consulting Inc.$28.7K1
464LORD, ABBETT & CO. LLC$26.5K1
465Signature Equity Partners, LLC$26.5K1
466CVA Family Office, LLC$25.5K1
467CONTRAVISORY INVESTMENT MANAGEMENT, INC.$23.6K1
468GHP Investment Advisors, Inc.$22.5K1
469Kemnay Advisory Services Inc.$22.5K1
470ASSETMARK, INC$22.1K1
471MCGUIRE CAPITAL ADVISORS INC$19.8K1
472NEW YORK STATE TEACHERS RETIREMENT SYSTEM$19.6K1
473Global X Japan Co., Ltd.$19.3K1
474Blue Trust, Inc.$19.2K1
475NATIXIS ADVISORS, LLC$18.1K1
476TFC Financial Management, Inc.$17.2K1
477CHILTON CAPITAL MANAGEMENT LLC$15.9K1
478ALGERT GLOBAL LLC$15.6K1
479Larson Financial Group LLC$13.2K1
480Wall Street Financial Group, Inc.$12.7K1
481CANADA LIFE ASSURANCE Co$11.4K1
482Moisand Fitzgerald Tamayo, LLC$10.2K1
483CENTRAL TRUST Co$9.6K1
484Private Wealth Management Group, LLC$9.6K1
485United Financial Planning Group LLC$9.6K1
486AMALGAMATED BANK$9.1K1
487Treasurer of the State of North Carolina$8.4K1
488Salomon & Ludwin, LLC$7.8K1
489THRIVENT FINANCIAL FOR LUTHERANS$7.3K1
490CALDWELL SUTTER CAPITAL, INC.$7.3K1
491FINANCIAL CONSULATE, INC$7.3K1
492Elequin Capital, LP$6.7K1
493NFSG Corp$6.7K1
494MCF Advisors LLC$5.2K1
495Clearstead Advisors, LLC$4.9K1
496Sachetta, LLC$4.9K1
497Virtu Financial LLC$4.8K1
498Bell Investment Advisors, Inc$4.8K1
499Legacy Wealth Managment, LLC/ID$4.7K1
500Transamerica Financial Advisors, LLC$4.5K1
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 ATI

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for ATI · financials and macro

Financials — as filed PLANNED

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