Public record / Tickers / ATO

ATO — ATMOS ENERGY CORP

Both disclosure regimes on one name: who in Congress filed about ATO, 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
14
all PTR rows naming ATO
Members · 12m
2
1 buys · 1 sells · by trade date
Latest PTR
07-13
filed 2026-07-13
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

Rick W. Allen · $15.0K–$50.0K

Purchase · traded 2025-08-19 → filed 2025-09-12. Ranked over every ATO 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

6 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. 6 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING ATO · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ATO
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-13John Boozman R–ARSale · JT (jointly owned)Traded 06-12 +31d$1K–$15K
2026-01-16Jared Moskowitz D–FL-23PurchaseTraded 2025-12-02 +45d$1K–$15K
2025-09-12Rick W. Allen R–GA-12Purchase · SP (spouse-owned)Traded 08-19 +24d$15K–$50K
2025-07-09John Boozman R–ARPurchase · JT (jointly owned)Traded 05-20 LATE·50d$1K–$15Kamendment pending
2025-06-14John Boozman R–ARPurchase · JT (jointly owned)Traded 05-20 +25d$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 14 ↗

Members active in ATO

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing ATO 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.
Jared Moskowitz D–FL-231$1.0K to $15.0K3
John Boozman R–AR1−$15.0K to −$1.0K6

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

Congress ↔ notable managers · ATO

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
1 John Boozman R–AR $1K–$15K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $12.6M held
Trimming
0 $0 held

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

Merged timeline of congressional filings and notable-manager moves on ATO
DateWhoChangeSize
2026-07-13John Boozman CongressSale$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+36,019 sh

2 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 ATO for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$3.2B1
2STATE STREET CORP$2.1B1
3VANGUARD CAPITAL MANAGEMENT LLC$2.0B1
4WELLINGTON MANAGEMENT GROUP LLP$1.8B1
5VANGUARD PORTFOLIO MANAGEMENT LLC$1.7B1
6Capital International Investors$1.4B1
7Aristotle Capital Management, LLC$899M1
8GEODE CAPITAL MANAGEMENT, LLC$798M1
9BANK OF AMERICA CORP /DE/$776M1
10Capital Research Global Investors$741M1
11Invesco Ltd.$556M1
12MORGAN STANLEY$554M1
13DEUTSCHE BANK AG\$470M1
14MASSACHUSETTS FINANCIAL SERVICES CO /MA/$331M1
15Legal & General Group Plc$299M1
16NORTHERN TRUST CORP$286M1
17DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$275M1
18WELLS FARGO & COMPANY/MN$246M1
19Amundi$241M1
20Perpetual Ltd$229M1
21RAYMOND JAMES FINANCIAL INC$223M1
22Pictet Asset Management Holding SA$217M1
23UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$196M1
24SFMG, LLC$196M1
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC$191M1
26ProShare Advisors LLC$189M1
27AMERICAN CENTURY COMPANIES INC$185M1
28Nuveen, LLC$175M1
29VANGUARD FIDUCIARY TRUST CO$172M1
30Bank of New York Mellon Corp$165M1
31GQG Partners LLC$164M1
32AQR CAPITAL MANAGEMENT LLC$151M1
33HSBC HOLDINGS PLC$144M1
34CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$140M1
35DIMENSIONAL FUND ADVISORS LP$139M1
36CITADEL ADVISORS LLC$139M1
37UBS Group AG$133M1
38ENVESTNET ASSET MANAGEMENT INC$125M1
39PFA Pension, Forsikringsaktieselskab$123M1
40DUFF & PHELPS INVESTMENT MANAGEMENT CO$112M1
41Chevy Chase Trust Holdings, LLC$95.8M1
42SEI INVESTMENTS CO$94.7M1
43PRINCIPAL FINANCIAL GROUP INC$93.7M1
44ROYAL BANK OF CANADA$93.1M1
45Swiss National Bank$87.7M1
46Clark Capital Management Group, Inc.$79.9M1
47EARNEST PARTNERS LLC$78.1M1
48Mitsubishi UFJ Asset Management Co., Ltd.$73.4M1
49Sumitomo Mitsui Trust Group, Inc.$72.9M1
50AVIVA PLC$70.9M1
51BARCLAYS PLC$69.0M1
52Energy Income Partners, LLC$67.1M1
53Vanguard Global Advisers, LLC$66.7M1
54JENNISON ASSOCIATES LLC$63.9M1
55FIRST TRUST ADVISORS LP$62.9M1
56BENJAMIN EDWARDS INC$62.7M1
57BAHL & GAYNOR INC$62.0M1
58Capital International, Inc./CA/$60.1M1
59MANUFACTURERS LIFE INSURANCE COMPANY, THE$59.7M1
60TORONTO DOMINION BANK$57.2M1
61Vest Financial, LLC$56.8M1
62VANGUARD ASSET MANAGEMENT, Ltd$56.1M1
63COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$55.8M1
64NEW YORK STATE COMMON RETIREMENT FUND$54.6M1
65CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$53.7M1
66NOMURA ASSET MANAGEMENT CO LTD$53.5M1
67MILLENNIUM MANAGEMENT LLC$48.3M1
68SCHRODER INVESTMENT MANAGEMENT GROUP$48.0M1
69ROYAL LONDON ASSET MANAGEMENT LTD$47.1M1
70Aventail Capital Group, LP$45.8M1
71National Pension Service$45.2M1
72CITIGROUP INC$44.6M1
73STIFEL FINANCIAL CORP$43.0M1
74Aberdeen Group plc$42.2M1
75Clearbridge Investments, LLC$41.0M1
76M&G Plc$37.3M1
77EXCHANGE TRADED CONCEPTS, LLC$36.1M1
78LPL Financial LLC$35.9M1
79Allspring Global Investments Holdings, LLC$35.1M1
80Eurizon Capital SGR S.p.A.$35.0M1
81DEARBORN PARTNERS LLC$34.8M1
82Magellan Asset Management Ltd$33.5M1
83Quantinno Capital Management LP$32.3M1
84RENAISSANCE TECHNOLOGIES LLC$30.8M1
85BANK OF MONTREAL /CAN/$30.5M1
86VICTORY CAPITAL MANAGEMENT INC$30.2M1
87Man Group plc$29.8M1
88Universal- Beteiligungs- und Servicegesellschaft mbH$29.6M1
89CIBC Asset Management Inc$29.2M1
90Maryland State Retirement & Pension System$29.0M1
91Vanguard Investments Australia, Ltd.$29.0M1
92Korea Investment CORP$28.6M1
93ALLIANCEBERNSTEIN L.P.$28.5M1
94KLP KAPITALFORVALTNING AS$28.4M1
95HENNESSY ADVISORS INC$26.5M1
96Asset Management One Co., Ltd.$26.2M1
97Arbejdsmarkedets Tillaegspension$25.8M1
98STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$25.3M1
99CANADA PENSION PLAN INVESTMENT BOARD$25.1M1
100Creative Planning$24.3M1
101BNP Paribas Asset Management Holding S.A.$24.1M1
102Sienna Gestion$23.7M1
103Baird Financial Group, Inc.$23.5M1
104STOREBRAND ASSET MANAGEMENT AS$23.2M1
105FMR LLC$23.2M1
106AMF Tjanstepension AB$19.5M1
107CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$19.3M1
108MACQUARIE GROUP LTD$18.9M1
109Cetera Investment Advisers$18.8M1
110Tredje AP-fonden$17.6M1
111PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$17.4M1
112Corient Private Wealth LLC$17.1M1
113STATE OF WISCONSIN INVESTMENT BOARD$17.0M1
114TWO SIGMA INVESTMENTS, LP$16.6M1
115CRAMER ROSENTHAL MCGLYNN LLC$16.6M1
116ASSETMARK, INC$16.5M1
117Paradiem, LLC$16.1M1
118NATIONAL BANK OF CANADA /FI/$15.7M1
119Qube Research & Technologies Ltd$15.3M1
120MATHER GROUP, LLC.$15.2M1
121LAZARD ASSET MANAGEMENT LLC$15.1M1
122Capital Group Private Client Services, Inc.$14.9M1
123SEB Asset Management AB$14.4M1
124PRUDENTIAL FINANCIAL INC$14.2M1
125Mitsubishi UFJ Trust & Banking Corp$13.3M1
126Merewether Investment Management, LP$13.2M1
127Verition Fund Management LLC$13.0M1
128TD ASSET MANAGEMENT INC$12.8M1
129Resona Asset Management Co.,Ltd.$12.7M1
130WORLDQUANT MILLENNIUM ADVISORS LLC$12.6M1
131Gotham Asset Management, LLC$12.6M1
132YOUSIF CAPITAL MANAGEMENT, LLC$12.3M1
133AMERIPRISE FINANCIAL INC$12.0M1
134EASTERN BANK$11.7M1
135Cresset Asset Management, LLC$11.7M1
136STATE OF MICHIGAN RETIREMENT SYSTEM$11.3M1
137MATTERN CAPITAL MANAGEMENT, LLC$11.0M1
138Mariner, LLC$11.0M1
139Cerity Partners LLC$11.0M1
140DIVERSIFY WEALTH MANAGEMENT, LLC$10.8M1
141HighTower Advisors, LLC$10.7M1
142FEDERATED HERMES, INC.$10.1M1
143Dai-ichi Life Insurance Company, Ltd$9.7M1
144Lansforsakringar Fondforvaltning AB (publ)$9.7M1
145Arvest Bank Trust Division$9.6M1
146INTECH INVESTMENT MANAGEMENT LLC$9.5M1
147Fisher Funds Management LTD$9.1M1
148Illinois Municipal Retirement Fund$9.1M1
149Federation des caisses Desjardins du Quebec$9.0M1
150DnB Asset Management AS$8.8M1
151PUBLIC SECTOR PENSION INVESTMENT BOARD$8.7M1
152Allianz Asset Management GmbH$8.5M1
153Czech National Bank$8.3M1
154NISA INVESTMENT ADVISORS, LLC$8.3M1
155M&T BANK CORP$8.2M1
156Ensign Peak Advisors, Inc$8.2M1
157Arizona State Retirement System$8.1M1
158IFM Investors Pty Ltd$7.9M1
159Kepler Cheuvreux (Suisse) SA$7.8M1
160Swedbank AB$7.8M1
161Zurcher Kantonalbank (Zurich Cantonalbank)$7.8M1
162MML INVESTORS SERVICES, LLC$7.8M1
163FIFTH THIRD BANCORP$7.7M1
164State of New Jersey Common Pension Fund D$7.6M1
165UMB Bank, n.a.$7.6M1
166Edgestream Partners, L.P.$7.6M1
167Robeco Institutional Asset Management B.V.$7.5M1
168BANK OF NOVA SCOTIA$7.4M1
169Mirae Asset Global Investments Co., Ltd.$7.3M1
170KENNEDY CAPITAL MANAGEMENT LLC$7.3M1
171MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$7.3M1
172Squarepoint Ops LLC$7.2M1
173FRANKLIN RESOURCES INC$7.2M1
174MetLife Investment Management, LLC$7.1M1
175Stratos Wealth Partners, LTD.$7.1M1
176Westerkirk Capital Inc.$7.1M1
177CIBC Bancorp USA Inc.$7.1M1
178Assenagon Asset Management S.A.$7.1M1
179OCCUDO QUANTITATIVE STRATEGIES LP$6.6M1
180Texas Yale Capital Corp.$6.5M1
181Retirement Systems of Alabama$6.5M1
182TRUIST FINANCIAL CORP$6.5M1
183VOYA INVESTMENT MANAGEMENT LLC$6.2M1
184Merit Financial Group, LLC$6.2M1
185TrueMark Investments, LLC$6.2M1
186OPAL CAPITAL LLC$6.2M1
187GUGGENHEIM CAPITAL LLC$6.0M1
188FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$6.0M1
189Woodline Partners LP$6.0M1
190XPONANCE LLC$6.0M1
191OSAIC HOLDINGS, INC.$5.9M1
192MACKENZIE FINANCIAL CORP$5.8M1
193ABN AMRO INVESTMENT SOLUTIONS$5.5M1
194Swiss Life Asset Management Ltd$5.5M1
195Daiwa Securities Group Inc.$5.4M1
196USS Investment Management Ltd$5.4M1
197BLI - Banque de Luxembourg Investments$5.3M1
198Susquehanna Portfolio Strategies, LLC$5.3M1
199AMARILLO NATIONAL BANK$5.3M1
200OPPENHEIMER & CO INC$5.2M1
201Asset Advisors Investment Management, LLC$5.0M1
202Harrison Street Private Wealth LLC$5.0M1
203Elo Mutual Pension Insurance Co$4.9M1
204ASR Vermogensbeheer N.V.$4.9M1
205Inspire Investing, LLC$4.8M1
206Utah Retirement Systems$4.8M1
207CITIZENS FINANCIAL GROUP INC/RI$4.8M1
208Castellan Group$4.7M1
209Edgemoor Investment Advisors, Inc.$4.7M1
210KESTRA PRIVATE WEALTH SERVICES, LLC$4.7M1
211Ethic Inc.$4.6M1
212Kinloch Capital, LLC$4.5M1
213WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.5M1
214SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.5M1
215OPPENHEIMER ASSET MANAGEMENT INC.$4.4M1
216O'SHAUGHNESSY ASSET MANAGEMENT, LLC$4.4M1
217&PARTNERS$4.3M1
218NEW YORK LIFE INVESTMENT MANAGEMENT LLC$4.2M1
219NEOS Investment Management LLC$4.2M1
220Wakefield Asset Management LLLP$4.2M1
221Vanguard Personalized Indexing Management, LLC$4.2M1
222NAVELLIER & ASSOCIATES INC$4.1M1
223APG Asset Management N.V.$4.1M1
224BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$4.1M1
225Pathstone Holdings, LLC$4.1M1
226NISSAY ASSET MANAGEMENT CORP /JAPAN$4.1M1
227Moran Wealth Management, LLC$4.0M1
228MERCER GLOBAL ADVISORS INC /ADV$4.0M1
229Ausbil Investment Management Ltd$4.0M1
230Sumitomo Mitsui DS Asset Management Company, Ltd$4.0M1
231ING GROEP NV$3.9M1
232PATTON FUND MANAGEMENT, INC.$3.9M1
233COMMONWEALTH EQUITY SERVICES, LLC$3.9M1
234GLENMEDE TRUST CO NA$3.9M1
235CAMBIAR INVESTORS LLC$3.8M1
236Atria Investments, Inc$3.7M1
237CWM, LLC$3.6M1
238Legacy Financial Strategies, LLC$3.6M1
239MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.6M1
240FULLER & THALER ASSET MANAGEMENT, INC.$3.5M1
241OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.5M1
242Orion Investment Co$3.5M1
243Capital International Sarl$3.5M1
244Crossmark Global Holdings, Inc.$3.4M1
245Prospera Financial Services Inc$3.3M1
246Orion Porfolio Solutions, LLC$3.2M1
247Obermeyer Wealth Partners$3.2M1
248UniSuper Management Pty Ltd$3.2M1
249IEQ CAPITAL, LLC$3.1M1
250Kestra Advisory Services, LLC$3.1M1
251Vident Advisory, LLC$3.1M1
252AZZAD ASSET MANAGEMENT INC /ADV$3.1M1
253Focus Partners Wealth$3.0M1
254Kentucky Trust Co$3.0M1
255Vestmark Advisory Solutions, Inc.$3.0M1
256OP Asset Management Ltd$3.0M1
257Tidal Investments LLC$3.0M1
258HANCOCK WHITNEY CORP$3.0M1
259ALLIANZ SE$3.0M1
260FIRST NATIONAL BANK OF OMAHA$2.9M1
261Trexquant Investment LP$2.9M1
262PHILLIPS FINANCIAL MANAGEMENT, LLC$2.8M1
263Generali Asset Management SPA SGR$2.8M1
264DANSKE BANK A/S$2.8M1
265PRUDENTIAL PLC$2.8M1
266First National Advisers, LLC$2.7M1
267PDT Partners, LLC$2.7M1
268Janus Henderson Group Ltd.$2.7M1
269JOHNSON INVESTMENT COUNSEL INC$2.7M1
270AE Wealth Management LLC$2.6M1
271NOMURA HOLDINGS INC$2.6M1
272Cordatus Wealth Management LLC$2.6M1
273RD Lewis Holdings, Inc.$2.6M1
274Rockefeller Capital Management L.P.$2.6M1
275Brendel Financial Advisors LLC$2.5M1
276Apollon Wealth Management, LLC$2.5M1
277Delta Global Management LP$2.5M1
278Town & Country Bank & Trust CO dba First Bankers Trust CO$2.5M1
279Rafferty Asset Management, LLC$2.5M1
280TRUSTMARK BANK TRUST DEPARTMENT$2.5M1
281CREDIT AGRICOLE S A$2.4M1
282Bleakley Financial Group, LLC$2.4M1
283Private Advisor Group, LLC$2.3M1
284ALBERT D MASON INC$2.3M1
285DC Investments Management, LLC$2.3M1
286BANQUE PICTET & CIE SA$2.3M1
287Concurrent Investment Advisors, LLC$2.2M1
288AG2R LA MONDIALE GESTION D'ACTIFS$2.2M1
289JANE STREET GROUP, LLC$2.2M1
290Nicholson Wealth Management Group, LLC$2.2M1
291Ameritas Investment Partners, Inc.$2.1M1
292Investment Management Corp of Ontario$2.1M1
293BFSG, LLC$2.1M1
294D.A. DAVIDSON & CO.$2.1M1
295Advisors Asset Management, Inc.$2.1M1
296Arax Advisory Partners$2.1M1
297Beacon Pointe Advisors, LLC$2.0M1
298Norinchukin Bank, The$2.0M1
299Gallo Partners, LP$2.0M1
300Sequoia Financial Advisors, LLC$2.0M1
301Schonfeld Strategic Advisors LLC$1.9M1
302HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.9M1
303Blue Trust, Inc.$1.9M1
304Summit Trail Advisors, LLC$1.9M1
305US BANCORP \DE\$1.9M1
306MIZUHO SECURITIES USA LLC$1.8M1
307SBI Okasan Asset Management Co.Ltd.$1.8M1
308Wealthspire Advisors, LLC$1.8M1
309KEYBANK NATIONAL ASSOCIATION/OH$1.8M1
310Lido Advisors, LLC$1.8M1
311HARTFORD INVESTMENT MANAGEMENT CO$1.8M1
312TCTC Holdings, LLC$1.8M1
313NewEdge Advisors, LLC$1.7M1
314NORDEA INVESTMENT MANAGEMENT AB$1.7M1
315Tyche Wealth Partners LLC$1.7M1
316J. Safra Sarasin Holding AG$1.7M1
317Board of the Pension Protection Fund$1.7M1
318Kesler, Norman & Wride, LLC$1.7M1
319AMG National Trust Bank$1.7M1
320DELTA FINANCIAL ADVISORS LLC$1.7M1
321Callan Family Office, LLC$1.7M1
322CROBAN$1.7M1
323Quadrature Capital Ltd$1.6M1
324PRINCIPAL SECURITIES, INC.$1.6M1
325Aquatic Capital Management LLC$1.6M1
326Metis Global Partners, LLC$1.6M1
327Kovack Advisors, Inc.$1.6M1
328AGP FRANKLIN, LLC$1.5M1
329Hennion & Walsh Asset Management, Inc.$1.5M1
330Fisher Asset Management, LLC$1.5M1
331Wealthfront Advisers LLC$1.5M1
332Brevan Howard Capital Management LP$1.5M1
333Chicago Partners Investment Group LLC$1.5M1
334DRW Securities, LLC$1.5M1
335COMMERCE BANK$1.5M1
336Jacobi Capital Management LLC$1.5M1
337U.S. Capital Wealth Advisors, LLC$1.4M1
338Hartford Funds Management Co LLC$1.4M1
339FLORIDA FINANCIAL ADVISORS, LLC$1.4M1
340ICON ADVISERS INC/CO$1.4M1
341Community Financial Services Group, LLC$1.4M1
342OMERS ADMINISTRATION Corp$1.3M1
343Pinnacle Financial Partners, Inc.$1.3M1
344Coastal Bridge Advisors, LLC$1.3M1
345WBI INVESTMENTS, LLC$1.3M1
346Procyon Advisors, LLC$1.3M1
347Empowered Funds, LLC$1.3M1
348RETIREMENT GUYS FORMULA LLC$1.3M1
349CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.3M1
350TOKIO MARINE ASSET MANAGEMENT CO LTD$1.3M1
351MUFG Securities EMEA plc$1.3M1
352Goelzer Investment Management, Inc.$1.2M1
353Independent Advisor Alliance$1.2M1
354LITTLE HOUSE CAPITAL LLC$1.2M1
355BUCKHEAD CAPITAL MANAGEMENT LLC$1.2M1
356Ameritas Advisory Services, LLC$1.2M1
357Silver Lake Advisory, LLC$1.2M1
358Empirical Asset Management, LLC$1.2M1
359Holocene Advisors, LP$1.2M1
360Osmosis Investment Management UK Ltd$1.2M1
36117 CAPITAL PARTNERS, LLC$1.2M1
362PANAGORA ASSET MANAGEMENT INC$1.2M1
363JMAC ENTERPRISES LLC$1.2M1
364BLAIR WILLIAM & CO/IL$1.2M1
365Independence Bank of Kentucky$1.2M1
366Steward Partners Investment Advisory, LLC$1.1M1
367HB Wealth Management, LLC$1.1M1
368Qtron Investments LLC$1.1M1
369Ashton Thomas Private Wealth, LLC$1.1M1
370Saudi Central Bank$1.1M1
371UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.1M1
372Plato Investment Management Ltd$1.1M1
373Gateway Wealth Partners, LLC$1.0M1
374FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$1.0M1
375PROFUND ADVISORS LLC$1.0M1
376ARVEST INVESTMENTS, INC.$1.0M1
377New Age Alpha Advisors, LLC$1.0M1
378Sterling Capital Management LLC$995K1
379SageGuard Financial Group, LLC$990K1
380NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$987K1
381Kingsview Wealth Management, LLC$986K1
382TEMA ETFS LLC$982K1
383NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$978K1
384Friedenthal Financial$976K1
385Altus Wealth Group LLC$973K1
386180 WEALTH ADVISORS, LLC$960K1
387Waverly Advisors, LLC$955K1
388Bank Julius Baer & Co. Ltd, Zurich$950K1
389DE BURLO GROUP INC$949K1
390BRAUN STACEY ASSOCIATES INC$934K1
391Targeted Financial Services LLC$927K1
392Ascentis Independent Advisors$900K1
393Empirical Finance, LLC$881K1
394Clearstead Trust, LLC$877K1
395BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$874K1
396North Dakota State Investment Board$855K1
397MUFG SECURITIES AMERICAS INC.$846K1
398Ascent Group, LLC$833K1
399GDS Wealth Management$833K1
400SECURIAN ASSET MANAGEMENT, INC$829K1
401Taylor Financial Group, Inc.$825K1
402First Dallas Securities Inc.$824K1
403AGF MANAGEMENT LTD$817K1
404Meeder Advisory Services, Inc.$806K1
405COLDSTREAM CAPITAL MANAGEMENT INC$804K1
406Cornerstone Wealth Management, LLC$800K1
407Baader Bank Aktiengesellschaft$785K1
408JAMISON PRIVATE WEALTH MANAGEMENT, INC.$771K1
409MAI Capital Management$764K1
410Vise Technologies, Inc.$764K1
411Fulcrum Capital LLC$757K1
412Vontobel Holding Ltd.$756K1
413Inspire Advisors, LLC$755K1
414Diversified Trust Co$753K1
415TECTONIC ADVISORS LLC$738K1
416JBR Co Financial Management Inc$738K1
417Graham Capital Management, L.P.$738K1
418W.H. Cornerstone Investments Inc.$732K1
419CHOREO, LLC$720K1
420AIGEN INVESTMENT MANAGEMENT, LP$716K1
421FOCUSED ALPHA, LLC$714K1
422Meiji Yasuda Asset Management Co Ltd.$714K1
423TD Waterhouse Canada Inc.$709K1
424Sigma Planning Corp$708K1
425Tower Research Capital LLC (TRC)$699K1
426DAVENPORT & Co LLC$694K1
427Atlantic Union Bankshares Corp$690K1
428EVOLVE PRIVATE WEALTH, LLC$688K1
429GREENLEAF TRUST$674K1
430Lighthouse Investment Partners, LLC$664K1
431Global X Japan Co., Ltd.$659K1
432PERSONAL CFO SOLUTIONS, LLC$659K1
433AssuredPartners Investment Advisors, LLC$655K1
434Portfolio Design Labs, LLC$651K1
435Revisor Wealth Management LLC$646K1
436MAINSTAY CAPITAL MANAGEMENT LLC /ADV$639K1
437Atom Investors LP$637K1
438NOVARE CAPITAL MANAGEMENT LLC$635K1
439Venture Visionary Partners LLC$632K1
440Aptus Capital Advisors, LLC$628K1
441Lebenthal Global Advisors, LLC$621K1
442Allred Capital Management, LLC$617K1
443Apeiron RIA LLC$612K1
444J.W. COLE ADVISORS, INC.$591K1
445BARTLETT & CO. WEALTH MANAGEMENT LLC$585K1
446Larson Financial Group LLC$584K1
447SIGNATUREFD, LLC$575K1
448BETO FINANCIAL GROUP, LLC$570K1
449Candriam S.C.A.$561K1
450Excelsior Advisor Network LLC$557K1
451Forvis Mazars Wealth Advisors, LLC$553K1
452OFI INVEST ASSET MANAGEMENT$551K1
453Sageworth Trust Co$550K1
454RWA WEALTH PARTNERS, LLC$547K1
455Patten Group, Inc.$545K1
456COOKE & BIELER LP$543K1
457QUADRANT CAPITAL GROUP LLC$543K1
458MITCHELL MCLEOD PUGH & WILLIAMS INC$534K1
459ELEVATION POINT WEALTH PARTNERS, LLC$534K1
460Dorsey & Whitney Trust CO LLC$532K1
461Confluence Wealth Services, Inc.$530K1
462Tulsa Wealth Advisors, INC$529K1
463World Investment Advisors$528K1
464BOOTHBAY FUND MANAGEMENT, LLC$526K1
465Garrett Wealth Advisory Group, LLC$522K1
466Ballentine Partners, LLC$520K1
46749 WEALTH MANAGEMENT, LLC$519K1
468Centiva Capital, LP$518K1
469Beaird Harris Wealth Management, LLC$514K1
470Brooklyn Investment Group$513K1
471Wagner Wealth Management, Corp$511K1
472ARGUS INVESTORS' COUNSEL, INC.$510K1
473Great Lakes Retirement, Inc.$510K1
474EVERPAR ADVISORS LLC$509K1
475Allworth Financial LP$506K1
476GRIMES & Co WEALTH MANAGEMENT, LLC$499K1
477Laird Norton Wetherby Trust Company, LLC$499K1
478Ledyard National Bank$496K1
479VARCOV Co.$491K1
480Horizon Investment Services, LLC$486K1
481GC Wealth Management RIA, LLC$484K1
482Walker Asset Management, LLC$484K1
483Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$482K1
484SILVER OAK SECURITIES, INCORPORATED$482K1
485Lombard Odier Asset Management (Switzerland) SA$462K1
486Intrua Financial, LLC$457K1
487STRATEGY ASSET MANAGERS LLC$457K1
488BALYASNY ASSET MANAGEMENT L.P.$456K1
489Elm3 Financial Group, LLC$448K1
490Sivia Capital Partners, LLC$448K1
491TEACHER RETIREMENT SYSTEM OF TEXAS$444K1
492EVERETT HARRIS & CO /CA/$440K1
493Harvest Investment Services, LLC$439K1
494LEVEL FOUR ADVISORY SERVICES, LLC$437K1
495EQUITABLE TRUST CO$437K1
496JOURNEY STRATEGIC WEALTH LLC$433K1
497Quadcap Wealth Management, LLC$432K1
498Siemens Fonds Invest GmbH$432K1
499Composition Wealth, LLC$432K1
500Quarry LP$431K1
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 ATO

RETAINED WINDOW · ACTIVE HITS
Signal hits naming ATO
KindRuleHits
COMMITTEEa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied1 hit

Every rule, with its definition →

Planned modules for ATO · financials and macro

Financials — as filed PLANNED

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