Public record / Tickers / ATR

ATR — APTARGROUP, INC.

Both disclosure regimes on one name: who in Congress filed about ATR, 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
17
all PTR rows naming ATR
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-13
filed 2025-08-13
13F holders
485
top-485 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

Bradley Scott Schneider · $250K–$500K

Sale · traded 2019-03-05 → filed 2019-04-06. Ranked over every ATR row by the provable lower bound, never a point estimate.

No member disclosed ATR 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.

3 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 ATR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ATR
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-24 LATE·50d$1K–$15K
2019-10-21Susie Lee D–NV-3Sale · JT (jointly owned)Traded 09-13 +38d$1K–$15K
2019-10-21Susie Lee D–NV-3Sale · partial · JT (partial sale, jointly owned)Traded 09-11 +40d$1K–$15K
2019-08-29Susie Lee D–NV-3Sale · partial · JT (partial sale, jointly owned)Traded 07-12 LATE·48d$1K–$15K
2019-04-23Lizzie Fletcher D–TX-7Sale · SP (spouse-owned)Traded 02-26 LATE·56d$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 17 ↗

Members active in ATR

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

No member disclosed ATR in the trailing 12 months.

Congress ↔ notable managers · ATR

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 Gotham Asset Management $3.8M held
Trimming
1 Caxton Associates $0 held

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

Merged timeline of congressional filings and notable-manager moves on ATR
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+27,154 sh
2026-05-14Caxton Associates 13Fexit−8,315 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 ATR for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$767M1
2STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$598M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$475M1
4MORGAN STANLEY$425M1
5VANGUARD CAPITAL MANAGEMENT LLC$364M1
6STATE STREET CORP$351M1
7VICTORY CAPITAL MANAGEMENT INC$305M1
8GEODE CAPITAL MANAGEMENT, LLC$214M1
9DIMENSIONAL FUND ADVISORS LP$190M1
10FIDUCIARY MANAGEMENT INC /WI/$158M1
11AQR CAPITAL MANAGEMENT LLC$154M1
12River Road Asset Management, LLC$148M1
13NORTHERN TRUST CORP$135M1
14FMR LLC$130M1
15LONDON CO OF VIRGINIA$104M1
16Mawer Investment Management Ltd.$82.8M1
17FEDERATED HERMES, INC.$70.6M1
18FIRST TRUST ADVISORS LP$67.9M1
19Bank of New York Mellon Corp$63.7M1
20BANK OF AMERICA CORP /DE/$61.2M1
21D. E. Shaw & Co., Inc.$60.7M1
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC$58.6M1
23CRAWFORD INVESTMENT COUNSEL INC$51.5M1
24VANGUARD FIDUCIARY TRUST CO$50.3M1
25SCHWARTZ INVESTMENT COUNSEL INC$48.8M1
26Atlas FRM LLC$44.1M1
27Quantinno Capital Management LP$44.0M1
28SCHRODER INVESTMENT MANAGEMENT GROUP$34.8M1
29BALYASNY ASSET MANAGEMENT L.P.$34.2M1
30MILLENNIUM MANAGEMENT LLC$32.9M1
31Grantham, Mayo, Van Otterloo & Co. LLC$32.3M1
32Rockefeller Capital Management L.P.$31.8M1
33RAYMOND JAMES FINANCIAL INC$30.8M1
34ENVESTNET ASSET MANAGEMENT INC$29.0M1
35AMERIPRISE FINANCIAL INC$28.5M1
36Hemenway Trust Co LLC$27.5M1
37ProShare Advisors LLC$26.1M1
38RHUMBLINE ADVISERS$25.1M1
39UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$24.0M1
40Cornerstone Capital, Inc.$23.1M1
41Invesco Ltd.$22.3M1
42MetLife Investment Management, LLC$22.3M1
43Corient Private Wealth LLC$22.3M1
44RENAISSANCE TECHNOLOGIES LLC$21.8M1
45NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$20.5M1
46NUANCE INVESTMENTS, LLC$19.6M1
47DEUTSCHE BANK AG\$19.4M1
48AE Wealth Management LLC$19.1M1
49VOLORIDGE INVESTMENT MANAGEMENT, LLC$19.0M1
50PRINCIPAL FINANCIAL GROUP INC$18.1M1
51Copeland Capital Management, LLC$17.8M1
52NICHOLAS COMPANY, INC.$17.6M1
53Howard Capital Management Group, LLC$17.3M1
54MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$16.5M1
55Aristotle Capital Boston, LLC$16.5M1
56Swiss National Bank$16.4M1
57BNP Paribas Asset Management Holding S.A.$16.2M1
58Sone Capital Management, LLC$14.3M1
59Lansforsakringar Fondforvaltning AB (publ)$14.2M1
60CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$14.1M1
61WELLS FARGO & COMPANY/MN$14.1M1
62Curi Capital, LLC$13.3M1
63Nuveen, LLC$13.1M1
64VOYA INVESTMENT MANAGEMENT LLC$12.2M1
65STATE OF WISCONSIN INVESTMENT BOARD$12.2M1
66MACKENZIE FINANCIAL CORP$11.8M1
67Legal & General Group Plc$11.6M1
68SEI INVESTMENTS CO$11.5M1
69Broderick Brian C$11.1M1
70UBS Group AG$10.5M1
71Point72 Asset Management, L.P.$10.5M1
72ALLIANCEBERNSTEIN L.P.$10.2M1
73Retirement Systems of Alabama$9.9M1
74Focus Partners Wealth$9.6M1
75BAILLIE GIFFORD & CO$9.2M1
76NORDEA INVESTMENT MANAGEMENT AB$9.1M1
77EULAV Asset Management$8.7M1
78SOMERVILLE KURT F$8.5M1
79FARMERS & MERCHANTS INVESTMENTS INC$8.4M1
80PUZO MICHAEL J$8.4M1
81Man Group plc$8.4M1
82Aptus Capital Advisors, LLC$8.1M1
83TWO SIGMA INVESTMENTS, LP$7.9M1
84Delaney Dennis R$7.9M1
85ROYAL BANK OF CANADA$7.8M1
86Kidder Stephen W$7.7M1
87Dayah Capital LLC$7.4M1
88BAHL & GAYNOR INC$7.3M1
89STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$7.3M1
90NEW YORK STATE COMMON RETIREMENT FUND$7.3M1
91VANGUARD ASSET MANAGEMENT, Ltd$7.3M1
92CANADA PENSION PLAN INVESTMENT BOARD$7.2M1
93WINTON GROUP Ltd$7.0M1
94Mariner, LLC$6.9M1
95New Age Alpha Advisors, LLC$6.5M1
96Y-Intercept (Hong Kong) Ltd$6.4M1
97Snowden Capital Advisors LLC$6.4M1
98Cetera Investment Advisers$6.1M1
99MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.8M1
100TD Waterhouse Canada Inc.$5.7M1
101GHP Investment Advisors, Inc.$5.7M1
102INTECH INVESTMENT MANAGEMENT LLC$5.7M1
103TD ASSET MANAGEMENT INC$5.6M1
104LPL Financial LLC$5.3M1
105Creative Planning$5.1M1
106Holocene Advisors, LP$4.8M1
107Elefante Mark B$4.8M1
108Notis-McConarty Edward$4.7M1
109MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.5M1
110Concentric Capital Strategies, LP$4.5M1
111WORLDQUANT MILLENNIUM ADVISORS LLC$4.5M1
112AMERICAN CENTURY COMPANIES INC$4.4M1
113&PARTNERS$4.3M1
114SCOTIA CAPITAL INC.$4.2M1
115FIFTH THIRD BANCORP$4.1M1
116TRILLIUM ASSET MANAGEMENT, LLC$4.1M1
117Meiji Yasuda Asset Management Co Ltd.$4.0M1
118Qube Research & Technologies Ltd$4.0M1
119Choate Investment Advisors$3.9M1
120Janus Henderson Group Ltd.$3.8M1
121Lido Advisors, LLC$3.8M1
122Gotham Asset Management, LLC$3.8M1
123Waverly Advisors, LLC$3.8M1
124Baird Financial Group, Inc.$3.6M1
125CITADEL ADVISORS LLC$3.5M1
126Cerity Partners LLC$3.5M1
127XTX Topco Ltd$3.4M1
128BARCLAYS PLC$3.4M1
129TRUIST FINANCIAL CORP$3.3M1
130ExodusPoint Capital Management, LP$3.3M1
131Vanguard Global Advisers, LLC$3.3M1
132Zurcher Kantonalbank (Zurich Cantonalbank)$3.3M1
133CITIGROUP INC$3.2M1
134Dempze Nancy E$3.2M1
135Ameritas Investment Partners, Inc.$3.1M1
136Edgestream Partners, L.P.$3.1M1
137Northwest & Ethical Investments L.P.$3.0M1
138NATIXIS$3.0M1
139Tidal Investments LLC$3.0M1
140Universal- Beteiligungs- und Servicegesellschaft mbH$3.0M1
141MAI Capital Management$2.9M1
142Aviso Financial Inc.$2.9M1
143Fisher Asset Management, LLC$2.9M1
144OSAIC HOLDINGS, INC.$2.8M1
145State of New Jersey Common Pension Fund D$2.8M1
146PALISADE CAPITAL MANAGEMENT, LP$2.8M1
147Summit Trail Advisors, LLC$2.7M1
148Henshaw Capital LLC$2.6M1
149Allianz Asset Management GmbH$2.5M1
150WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.5M1
151Hilton Capital Management, LLC$2.5M1
152PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$2.5M1
153Pathstone Holdings, LLC$2.5M1
154YOUSIF CAPITAL MANAGEMENT, LLC$2.5M1
155MERCER GLOBAL ADVISORS INC /ADV$2.4M1
156JANE STREET GROUP, LLC$2.4M1
157Aprio Wealth Management, LLC$2.3M1
158OCCUDO QUANTITATIVE STRATEGIES LP$2.3M1
159Arizona State Retirement System$2.3M1
160KLP KAPITALFORVALTNING AS$2.3M1
161Strengthening Families & Communities, LLC$2.2M1
162Vestmark Advisory Solutions, Inc.$2.2M1
163BRIGHT ROCK CAPITAL MANAGEMENT, LLC$2.2M1
164Vanguard Investments Australia, Ltd.$2.1M1
165CWM, LLC$2.1M1
166Oak Thistle LLC$2.0M1
167COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.0M1
168ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$2.0M1
169STATE OF MICHIGAN RETIREMENT SYSTEM$2.0M1
170HighTower Advisors, LLC$1.8M1
171NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.8M1
172DIVERSIFIED MANAGEMENT INC$1.7M1
173FIDUCIARY TRUST CO$1.7M1
174OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.7M1
175Vest Financial, LLC$1.7M1
176Schonfeld Strategic Advisors LLC$1.6M1
177Private Harbour Investment Management & Counsel, LLC$1.6M1
178BANK OF MONTREAL /CAN/$1.5M1
179CIBC Bancorp USA Inc.$1.5M1
180Verition Fund Management LLC$1.5M1
181CenterBook Partners LP$1.4M1
182JB Capital LLC$1.4M1
183Ethic Inc.$1.4M1
184STIFEL FINANCIAL CORP$1.4M1
185Utah Retirement Systems$1.4M1
186SummitTX Capital, L.P.$1.3M1
187Aurora Investment Counsel$1.3M1
188Zuckerman Investment Group, LLC$1.3M1
189Pictet Asset Management Holding SA$1.3M1
190ALBERT D MASON INC$1.3M1
191Evercore Wealth Management, LLC$1.3M1
192TEACHER RETIREMENT SYSTEM OF TEXAS$1.3M1
193Orion Porfolio Solutions, LLC$1.2M1
194LAZARD ASSET MANAGEMENT LLC$1.2M1
195XPONANCE LLC$1.2M1
196ICW Investment Advisors LLC$1.2M1
197PANAGORA ASSET MANAGEMENT INC$1.2M1
198BRIDGES INVESTMENT MANAGEMENT INC$1.0M1
199Sendero Wealth Management, LLC$1.0M1
200ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.0M1
201Amundi$1.0M1
202LOWE BROCKENBROUGH & CO INC$1.0M1
203EXCHANGE TRADED CONCEPTS, LLC$973K1
204Koshinski Asset Management, Inc.$963K1
205Sepio Capital, LP$958K1
206O'SHAUGHNESSY ASSET MANAGEMENT, LLC$951K1
207Empowered Funds, LLC$943K1
208Callan Family Office, LLC$926K1
209Mitsubishi UFJ Asset Management Co., Ltd.$922K1
210D.B. Root & Company, LLC$902K1
211ROYCE & ASSOCIATES LP$898K1
212Independent Advisor Alliance$880K1
213NWAM LLC$864K1
214Mitsubishi UFJ Trust & Banking Corp$858K1
215QUADRANT CAPITAL GROUP LLC$858K1
216TWINBEECH CAPITAL LP$813K1
217Laird Norton Wetherby Trust Company, LLC$755K1
218Pinnacle Financial Partners, Inc.$744K1
219Allworth Financial LP$734K1
220Vanguard Personalized Indexing Management, LLC$727K1
221DAVENPORT & Co LLC$726K1
222Inspire Investing, LLC$726K1
223FOX RUN MANAGEMENT, L.L.C.$725K1
224FRANKLIN RESOURCES INC$711K1
225TORONTO DOMINION BANK$703K1
226SUSQUEHANNA INTERNATIONAL GROUP, LLP$679K1
227Townsend & Associates, Inc$673K1
228Illinois Municipal Retirement Fund$660K1
229Crossmark Global Holdings, Inc.$655K1
230GUYASUTA INVESTMENT ADVISORS INC$645K1
231Marble Wealth, LLC$630K1
232GLENMEDE TRUST CO NA$629K1
233Legacy Wealth Asset Management, LLC$625K1
234Tributary Capital Management, LLC$622K1
235M&T BANK CORP$621K1
236MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$616K1
237COMMONWEALTH EQUITY SERVICES, LLC$599K1
238SECURIAN ASSET MANAGEMENT, INC$596K1
239180 WEALTH ADVISORS, LLC$576K1
240US BANCORP \DE\$571K1
241Bridgefront Capital, LLC$562K1
242MOODY NATIONAL BANK TRUST DIVISION$553K1
243Advisor Resource Council$538K1
244Swiss Life Asset Management Ltd$523K1
245Brevan Howard Capital Management LP$518K1
246Morningstar Investment Management LLC$511K1
247Chicago Partners Investment Group LLC$505K1
248Federation des caisses Desjardins du Quebec$496K1
249PRUDENTIAL FINANCIAL INC$493K1
250BLAIR WILLIAM & CO/IL$463K1
251Resona Asset Management Co.,Ltd.$461K1
252EVERGREEN CAPITAL MANAGEMENT LLC$452K1
253EntryPoint Capital, LLC$442K1
254Vident Advisory, LLC$431K1
255HB Wealth Management, LLC$423K1
256Sequoia Financial Advisors, LLC$418K1
257Graham Capital Management, L.P.$416K1
258Inscription Capital, LLC$415K1
259COLDSTREAM CAPITAL MANAGEMENT INC$414K1
260Cannell & Spears LLC$407K1
261Dakota Wealth Management$404K1
262Clear Creek Financial Management, LLC$401K1
263Diametric Capital, LP$398K1
264Ballentine Partners, LLC$395K1
265Maryland State Retirement & Pension System$389K1
266GUGGENHEIM CAPITAL LLC$389K1
267Tower Research Capital LLC (TRC)$375K1
268Ensign Peak Advisors, Inc$374K1
269Procyon Advisors, LLC$359K1
270HSBC HOLDINGS PLC$358K1
271DnB Asset Management AS$357K1
272Headlands Technologies LLC$356K1
273BOOTHBAY FUND MANAGEMENT, LLC$347K1
274TCI Wealth Advisors, Inc.$347K1
275Riverwater Partners LLC$344K1
276FULTON BANK, N.A.$339K1
277First National Advisers, LLC$335K1
278Brooklyn Investment Group$334K1
279NOVEM GROUP$333K1
280Baker Avenue Asset Management, LP$333K1
281NIA IMPACT ADVISORS, LLC$327K1
282Polymer Capital Management (US) LLC$325K1
283NICOLET BANKSHARES INC$324K1
284Merit Financial Group, LLC$324K1
285Ridgewood Investments LLC$321K1
286UNITED CAPITAL FINANCIAL ADVISORS, LLC$313K1
287Crumly & Associates Inc.$311K1
288Elevated Capital Advisors, LLC$311K1
289Rockport Wealth LLC$307K1
290Focus Partners Advisor Solutions, LLC$292K1
291Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$291K1
292INCEPTIONR LLC$290K1
293MML INVESTORS SERVICES, LLC$285K1
294State of Wyoming$284K1
295Atria Investments, Inc$280K1
296GatePass Capital, LLC$279K1
297SHELTON CAPITAL MANAGEMENT$277K1
298Sterling Capital Management LLC$277K1
299111 Capital$271K1
300COMMERCE BANK$267K1
301CIBC Asset Management Inc$267K1
302CHILDRESS CAPITAL ADVISORS, LLC$257K1
303JOURNEY STRATEGIC WEALTH LLC$252K1
304PRELUDE CAPITAL MANAGEMENT, LLC$252K1
305Cresset Asset Management, LLC$249K1
306Concurrent Investment Advisors, LLC$247K1
307CITIZENS FINANCIAL GROUP INC/RI$245K1
308RWA WEALTH PARTNERS, LLC$245K1
309North Dakota State Investment Board$241K1
310OXFORD FINANCIAL GROUP, LTD. LLC$239K1
311Meeder Advisory Services, Inc.$238K1
312Optas, LLC$238K1
313Canvas Wealth Advisors, LLC$231K1
314Sound View Wealth Advisors Group, LLC$227K1
315GROUPAMA ASSET MANAGMENT$225K1
316Requisite Capital Management, LLC$219K1
317Apollon Wealth Management, LLC$217K1
318Phillips Wealth Planners LLC$211K1
319Engineers Gate Manager LP$208K1
320Abel Hall, LLC$204K1
321Cadent Capital Advisors, LLC$203K1
322Aquatic Capital Management LLC$202K1
323GREENLEAF TRUST$201K1
324Freestone Grove Partners LP$177K1
325TFC Financial Management, Inc.$164K1
326Manchester Capital Management LLC$161K1
327SBI Okasan Asset Management Co.Ltd.$136K1
328Godfrey Financial Associates, Inc.$126K1
329MONTAG A & ASSOCIATES INC$123K1
330NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$115K1
331UMB Bank, n.a.$111K1
332STEPH & CO$110K1
333NATIONAL BANK OF CANADA /FI/$106K1
334Arax Advisory Partners$99.1K1
335Pinnacle Wealth Planning Services, Inc.$93.8K1
336Annis Gardner Whiting Capital Advisors, LLC$90.0K1
337Eurizon Capital SGR S.p.A.$89.4K1
338Wilmington Savings Fund Society, FSB$88.2K1
339Keating Financial Advisory Services, Inc.$80.5K1
340SIMPLEX TRADING, LLC$73.6K1
341SIGNATUREFD, LLC$73.0K1
342Quarry LP$72.2K1
343NOMURA ASSET MANAGEMENT CO LTD$66.8K1
344TRUST CO OF TOLEDO NA /OH/$59.2K1
345Steward Partners Investment Advisory, LLC$58.5K1
346EASTERN BANK$56.7K1
347Larson Financial Group LLC$56.1K1
348Blue Trust, Inc.$53.6K1
349ALERUS FINANCIAL NA$50.8K1
350Clearstead Advisors, LLC$49.9K1
351Salomon & Ludwin, LLC$45.4K1
352Bayforest Capital Ltd$42.0K1
353Reynders McVeigh Capital Management, LLC$39.6K1
354NISA INVESTMENT ADVISORS, LLC$39.3K1
355AMERIFLEX GROUP, INC.$36.7K1
356HM PAYSON & CO$36.2K1
357MATHER GROUP, LLC.$33.1K1
358MV CAPITAL MANAGEMENT, INC.$30.2K1
359True Wealth Design, LLC$27.6K1
360ACADIAN ASSET MANAGEMENT LLC$27.6K1
361Parkside Financial Bank & Trust$26.5K1
362Geneos Wealth Management Inc.$25.3K1
363MCF Advisors LLC$24.2K1
364Basecamp Wealth Advisors LLC$21.7K1
365Measured Wealth Private Client Group, LLC$21.2K1
366NATIXIS ADVISORS, LLC$19.1K1
367BOSTON FAMILY OFFICE LLC$18.9K1
368ASSETMARK, INC$15.1K1
369PRIVATE TRUST CO NA$12.4K1
370SJS Investment Consulting Inc.$12.4K1
371SPEECE THORSON CAPITAL GROUP INC$10.9K1
372CVA Family Office, LLC$10.8K1
373Smartleaf Asset Management LLC$10.6K1
374Crewe Advisors LLC$10.5K1
375Frazier Financial Advisors, LLC$10.0K1
376Global X Japan Co., Ltd.$9.1K1
377VAN ECK ASSOCIATES CORP$9.0K1
378Community Financial Services Group, LLC$8.6K1
379Owl Creek Wealth Partners LLC$8.2K1
380MEEDER ASSET MANAGEMENT INC$7.9K1
381JPL Wealth Management, LLC$7.7K1
382First Pacific Financial$7.2K1
383NEW YORK STATE TEACHERS RETIREMENT SYSTEM$7.1K1
384Your Advocates Ltd., LLP$6.3K1
385Cassaday & Co Wealth Management LLC$5.3K1
386CANADA LIFE ASSURANCE Co$4.8K1
387Spire Wealth Management$4.8K1
388THRIVENT FINANCIAL FOR LUTHERANS$4.5K1
389JFS WEALTH ADVISORS, LLC$4.3K1
390Sachetta, LLC$4.3K1
391Private Wealth Management Group, LLC$4.3K1
392DekaBank Deutsche Girozentrale$4.0K1
393C M BIDWELL & ASSOCIATES LTD$3.8K1
394AMALGAMATED BANK$3.7K1
395Treasurer of the State of North Carolina$3.5K1
396ALGERT GLOBAL LLC$3.5K1
397Asset Dedication, LLC$3.4K1
398Transamerica Financial Advisors, LLC$3.3K1
399Quest 10 Wealth Builders, Inc.$3.2K1
400Destiny Wealth Partners, LLC$3.0K1
401ELEVATION WEALTH PARTNERS, LLC$2.9K1
402TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$2.5K1
403Bell Investment Advisors, Inc$2.4K1
404Truvestments Capital LLC$2.4K1
405Key Capital Management, INC$2.1K1
406JONES FINANCIAL COMPANIES LLLP$2.0K1
407MidFirst Bank$1.8K1
408Heritage Wealth Advisors$1.8K1
409Activest Wealth Management$1.8K1
410Caitong International Asset Management Co., Ltd$1.6K1
411Atlantic Union Bankshares Corp$1.5K1
412DiNuzzo Private Wealth, Inc.$1.5K1
413Rialto Wealth Management, LLC$1.5K1
414South Dakota Investment Council$1.3K1
415FINANCIAL CONSULATE, INC$1.3K1
416Kilter Group LLC$1.3K1
417State of Alaska, Department of Revenue$1.2K1
418SouthState Bank Corp$1.1K1
419Redwood Investment Management, LLC$1.0K1
420Wealth Enhancement Trust Services, Inc.$8821
421Leonteq Securities AG$7561
422Cromwell Holdings LLC$7561
423Vermillion Wealth Management, Inc.$6301
424HFM Investment Advisors, LLC$6301
425WEDBUSH SECURITIES INC$5311
426HARBOR CAPITAL ADVISORS, INC.$5171
427Marquette Asset Management, LLC$5051
428Physician Wealth Advisors, Inc.$5051
429PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$4321
430Quaker Wealth Management, LLC$3791
431American Capital Advisory, LLC$3791
432Seneschal Advisors, LLC$2531
433TopTier Wealth Management, LLC$2521
434Intentional Wealth Strategies, LLC$2521
435KBC Group NV$2381
436Prestige Wealth Management Group LLC$1271
437Signature Equity Partners, LLC$1261
438Raleigh Capital Management Inc.$1101
439Smithfield Trust Co$1001
440CX Institutional$151
441Centerpoint Advisors, LLC$131
442Avion Wealth$11
443VANGUARD GROUP INC$01
444DANSKE BANK A/S$01
445HARBOUR INVESTMENTS, INC.$01
446JACOBS LEVY EQUITY MANAGEMENT, INC$01
447PRUDENTIAL PLC$01
448COMERICA BANK$01
449WELLINGTON MANAGEMENT GROUP LLP$01
450ING GROEP NV$01
451AZZAD ASSET MANAGEMENT INC /ADV$01
452TRUST CO OF VERMONT$01
453CIBC Private Wealth Group LLC$01
454Magnetar Financial LLC$01
455GSA CAPITAL PARTNERS LLP$01
456NORGES BANK$01
457WBI INVESTMENTS, LLC$01
458CAPSTONE INVESTMENT ADVISORS, LLC$01
459Alberta Investment Management Corp$01
460HRT FINANCIAL LP$01
461TWO SIGMA ADVISERS, LP$01
462Quantbot Technologies LP$01
463Dynamic Technology Lab Private Ltd$01
464Assenagon Asset Management S.A.$01
465Formidable Asset Management, LLC$01
466Trexquant Investment LP$01
467O'Brien Wealth Partners LLC$01
468Counterpoint Mutual Funds LLC$01
469Steigerwald, Gordon & Koch Inc.$01
470Global Retirement Partners, LLC$01
471MQS Management LLC$01
472Roubaix Capital, LLC$01
473NICOLET ADVISORY SERVICES, LLC$01
474CPC Advisors, LLC$01
475Inspire Advisors, LLC$01
476Kestra Advisory Services, LLC$01
477Centennial Wealth Advisory LLC$01
478Mach-1 Financial Group, LLC$01
479AlphaQuest LLC$01
480SageView Advisory Group, LLC$01
481Dunhill Financial, LLC$01
482QRG CAPITAL MANAGEMENT, INC.$01
483Jain Global LLC$01
484CAXTON ASSOCIATES LLP$01
485OPTIMA CAPITAL LLC$01
Truncated by Public Filings. The published aggregate ranks the top 485 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 ATR

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for ATR · financials and macro

Financials — as filed PLANNED

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