Public record / Tickers / AVTR

AVTR — Avantor, Inc.

Both disclosure regimes on one name: who in Congress filed about AVTR, 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
18
all PTR rows naming AVTR
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
09-12
filed 2025-09-12
13F holders
424
top-424 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

Gilbert Ray Cisneros, Jr. · $1.0K–$15.0K

Sale · traded 2025-08-13 → filed 2025-09-12. Ranked over every AVTR row by the provable lower bound, never a point estimate.

No member disclosed AVTR 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.

7 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

5 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. 5 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING AVTR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning AVTR
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-09-12Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 08-13 +30d$1K–$15K
2025-09-12Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 08-12 +31d$1K–$15K
2025-08-14Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 07-23 +22d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Sale · partial · SP (partial sale, spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-11 LATE·63d$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 18 ↗

Members active in AVTR

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

No member disclosed AVTR in the trailing 12 months.

Congress ↔ notable managers · AVTR

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 Moore Capital Management $903K held

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

Merged timeline of congressional filings and notable-manager moves on AVTR
DateWhoChangeSize
2026-05-15Tudor Investment Corp 13Fadd+2,021,043 sh
2026-05-15Gotham Asset Management 13Fadd+965,823 sh
2026-05-15Bridgewater Associates 13Fnew+128,209 sh
2026-05-15Moore Capital Management 13Ftrim−383,933 sh
2026-05-14Caxton Associates 13Fnew+10,055 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

full holders view ↗
Top institutional holders of AVTR for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1DODGE & COX$938M1
2BlackRock, Inc.$515M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$245M1
4VANGUARD CAPITAL MANAGEMENT LLC$240M1
5WELLINGTON MANAGEMENT GROUP LLP$190M1
6BARROW HANLEY MEWHINNEY & STRAUSS LLC$175M1
7STATE STREET CORP$162M1
8Engine Capital Management, LP$155M1
9DIMENSIONAL FUND ADVISORS LP$132M1
10New Mountain Capital, L.L.C.$110M1
11D. E. Shaw & Co., Inc.$103M1
12GEODE CAPITAL MANAGEMENT, LLC$101M1
13LONDON CO OF VIRGINIA$85.1M1
14FULLER & THALER ASSET MANAGEMENT, INC.$83.4M1
15Clarkston Capital Partners, LLC$67.7M1
16First Pacific Advisors, LP$63.4M1
17Invesco Ltd.$63.3M1
18FMR LLC$59.7M1
19BANK OF AMERICA CORP /DE/$55.4M1
20MORGAN STANLEY$47.8M1
21EARNEST PARTNERS LLC$47.2M1
22NORTHERN TRUST CORP$42.8M1
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$42.4M1
24SEI INVESTMENTS CO$41.5M1
25JANE STREET GROUP, LLC$38.9M1
26GENDELL JEFFREY L$38.6M1
27AQR CAPITAL MANAGEMENT LLC$37.7M1
28Voss Capital, LP$34.9M1
29Bank of New York Mellon Corp$34.6M1
30VANGUARD FIDUCIARY TRUST CO$33.1M1
31Robeco Schweiz AG$32.8M1
32AMERIPRISE FINANCIAL INC$32.3M1
33VOYA INVESTMENT MANAGEMENT LLC$29.3M1
34UBS Group AG$28.7M1
35SOUTHEASTERN ASSET MANAGEMENT INC/TN/$27.6M1
36Eversept Partners, LP$23.3M1
37Freestone Grove Partners LP$21.9M1
38PRIVATE MANAGEMENT GROUP INC$21.4M1
39Prescott General Partners LLC$20.4M1
40MILLENNIUM MANAGEMENT LLC$19.1M1
41TUDOR INVESTMENT CORP ET AL$18.4M1
42UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$16.8M1
43FRONTIER CAPITAL MANAGEMENT CO LLC$15.9M1
44LOEWS CORP$15.7M1
45DIAMOND HILL CAPITAL MANAGEMENT INC$13.9M1
46RHUMBLINE ADVISERS$13.0M1
47NEW SOUTH CAPITAL MANAGEMENT INC$12.3M1
48PRINCIPAL FINANCIAL GROUP INC$11.9M1
49ROYCE & ASSOCIATES LP$11.5M1
50Nuveen, LLC$11.2M1
51Swiss National Bank$10.6M1
52Gotham Asset Management, LLC$10.4M1
53ALLIANCEBERNSTEIN L.P.$9.7M1
54Quantinno Capital Management LP$9.2M1
55CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$9.1M1
56KETTLE HILL CAPITAL MANAGEMENT, LLC$8.8M1
57Clearline Capital LP$8.8M1
58MANUFACTURERS LIFE INSURANCE COMPANY, THE$8.6M1
59Taikang Asset Management (Hong Kong) Co Ltd$8.0M1
60BARCLAYS PLC$7.8M1
61RAYMOND JAMES FINANCIAL INC$7.5M1
62TD ASSET MANAGEMENT INC$7.3M1
63Stanley Capital Management, LLC$7.2M1
64Legal & General Group Plc$7.1M1
65Lightrock Netherlands B.V.$6.8M1
66Retirement Systems of Alabama$6.6M1
67Cerity Partners LLC$6.5M1
68WELLS FARGO & COMPANY/MN$6.4M1
69READYSTATE ASSET MANAGEMENT LP$6.2M1
70Woodline Partners LP$5.9M1
71SECTOR GAMMA AS$5.5M1
72Corient Private Wealth LLC$5.0M1
73Man Group plc$4.8M1
74Qube Research & Technologies Ltd$4.8M1
75VANGUARD ASSET MANAGEMENT, Ltd$4.7M1
76CITADEL ADVISORS LLC$4.5M1
77Vanguard Global Advisers, LLC$4.5M1
78TWINBEECH CAPITAL LP$4.4M1
79STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$4.4M1
80Connor, Clark & Lunn Investment Management Ltd.$4.3M1
81SHAPIRO CAPITAL MANAGEMENT LLC$4.2M1
82Amundi$4.2M1
83Weiss Asset Management LP$4.1M1
84STATE OF WISCONSIN INVESTMENT BOARD$4.1M1
85KING LUTHER CAPITAL MANAGEMENT CORP$4.0M1
86COMMONWEALTH EQUITY SERVICES, LLC$3.6M1
87FIFTH THIRD BANCORP$3.3M1
88Brevan Howard Capital Management LP$3.3M1
89Edgestream Partners, L.P.$3.3M1
90AGMAN CAPITAL LLC$3.3M1
91CITIGROUP INC$3.2M1
92ENVESTNET ASSET MANAGEMENT INC$3.1M1
93CANADA PENSION PLAN INVESTMENT BOARD$3.1M1
94NEW YORK STATE COMMON RETIREMENT FUND$3.0M1
95Advisors Capital Management, LLC$2.9M1
96XTX Topco Ltd$2.9M1
97WORLDQUANT MILLENNIUM ADVISORS LLC$2.9M1
98ExodusPoint Capital Management, LP$2.8M1
99MetLife Investment Management, LLC$2.6M1
100Janus Henderson Group Ltd.$2.4M1
101Allianz Asset Management GmbH$2.4M1
102BNP Paribas Asset Management Holding S.A.$2.4M1
103CNA FINANCIAL CORP$2.4M1
104MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.0M1
105Manhattan West Asset Management, LLC$1.9M1
106State of New Jersey Common Pension Fund D$1.9M1
107Zurcher Kantonalbank (Zurich Cantonalbank)$1.9M1
108ROYAL BANK OF CANADA$1.8M1
109SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.8M1
110MACKENZIE FINANCIAL CORP$1.8M1
111Magnetar Financial LLC$1.8M1
112Universal- Beteiligungs- und Servicegesellschaft mbH$1.7M1
113Orion Porfolio Solutions, LLC$1.7M1
114Callan Family Office, LLC$1.6M1
115Havemeyer Place LP$1.6M1
116Squarepoint Ops LLC$1.5M1
117PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$1.5M1
118DEUTSCHE BANK AG\$1.5M1
119Arizona State Retirement System$1.5M1
120HighVista Strategies LLC$1.5M1
121YOUSIF CAPITAL MANAGEMENT, LLC$1.4M1
122NORTH STAR ASSET MANAGEMENT INC$1.4M1
123ING GROEP NV$1.4M1
124Vanguard Investments Australia, Ltd.$1.3M1
125COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.3M1
126STATE OF MICHIGAN RETIREMENT SYSTEM$1.3M1
127AXQ CAPITAL, LP$1.3M1
128NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.2M1
129KLP KAPITALFORVALTNING AS$1.2M1
130Oak Thistle LLC$1.1M1
131MANGROVE PARTNERS IM, LLC$1.1M1
132OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.1M1
133Creative Planning$1.0M1
134Bridgewater Associates, LP$1.0M1
135Ameritas Investment Partners, Inc.$985K1
136Robeco Institutional Asset Management B.V.$976K1
137MOORE CAPITAL MANAGEMENT, LP$903K1
138MERCER GLOBAL ADVISORS INC /ADV$870K1
139VICTORY CAPITAL MANAGEMENT INC$840K1
140Pictet Asset Management Holding SA$838K1
141Grantham, Mayo, Van Otterloo & Co. LLC$837K1
142Assenagon Asset Management S.A.$832K1
143FRANKLIN RESOURCES INC$831K1
144Carnegie Lake Advisors LLC$812K1
145MAVERICK CAPITAL LTD$790K1
146Gerald Baker Financial Group LLC$739K1
147OPPENHEIMER ASSET MANAGEMENT INC.$699K1
148EFG International AG$686K1
149Rialto Wealth Management, LLC$662K1
150Summit Trail Advisors, LLC$652K1
151MASSACHUSETTS FINANCIAL SERVICES CO /MA/$649K1
152HighTower Advisors, LLC$645K1
153LAZARD ASSET MANAGEMENT LLC$641K1
154NEW YORK LIFE INVESTMENT MANAGEMENT LLC$640K1
155XPONANCE LLC$636K1
156INTECH INVESTMENT MANAGEMENT LLC$631K1
157ADAR1 Capital Management, LLC$627K1
158Quadrature Capital Ltd$602K1
159ABS Direct Equity Fund LLC$588K1
160Modera Wealth Management, LLC$555K1
161WINTON GROUP Ltd$534K1
162LPL Financial LLC$527K1
163BANK OF MONTREAL /CAN/$517K1
164REGIONS FINANCIAL CORP$514K1
165Pathstone Holdings, LLC$507K1
166Danica Pension, Livsforsikringsaktieselskab$494K1
167SKBA CAPITAL MANAGEMENT LLC$494K1
168CHOREO, LLC$476K1
169FEDERATED HERMES, INC.$445K1
170Vise Technologies, Inc.$437K1
171ARISTEIA CAPITAL, L.L.C.$428K1
172Vanguard Personalized Indexing Management, LLC$428K1
173IMC-Chicago, LLC$425K1
174SECURIAN ASSET MANAGEMENT, INC$394K1
175Tidal Investments LLC$364K1
176Crossmark Global Holdings, Inc.$363K1
177&PARTNERS$359K1
178PRUDENTIAL FINANCIAL INC$340K1
179Leo Wealth, LLC$331K1
180Swiss Life Asset Management Ltd$330K1
181BANK OF NOVA SCOTIA$326K1
182DnB Asset Management AS$319K1
183Federation des caisses Desjardins du Quebec$311K1
184TRUIST FINANCIAL CORP$308K1
185Numerai GP LLC$307K1
186Cetera Investment Advisers$302K1
187Ensign Peak Advisors, Inc$302K1
188Calamos Advisors LLC$301K1
189Calamos Wealth Management LLC$301K1
190Zuckerman Investment Group, LLC$294K1
191SALEM INVESTMENT COUNSELORS INC$282K1
192Brooklyn Investment Group$275K1
193Utah Retirement Systems$274K1
194State of Wyoming$274K1
195Bridgefront Capital, LLC$271K1
196DeDora Capital, Inc.$261K1
197Shay Capital LLC$255K1
198Maryland State Retirement & Pension System$249K1
199Central Pacific Bank - Trust Division$245K1
200HSBC HOLDINGS PLC$243K1
201FIRST TRUST ADVISORS LP$230K1
202BOOTHBAY FUND MANAGEMENT, LLC$226K1
203Jasper Ridge Partners, L.P.$216K1
204ProShare Advisors LLC$214K1
205Blue Trust, Inc.$211K1
206DIVERSIFY WEALTH MANAGEMENT, LLC$210K1
207WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$209K1
208M&T BANK CORP$208K1
209CHANNEL WEALTH LLC$200K1
210Chicago Partners Investment Group LLC$199K1
211OMERS ADMINISTRATION Corp$190K1
212PRELUDE CAPITAL MANAGEMENT, LLC$180K1
213SHELTON CAPITAL MANAGEMENT$178K1
214Empowered Funds, LLC$177K1
215Belfer Management LLC$175K1
216Sterling Capital Management LLC$174K1
217BFSG, LLC$173K1
218Snowden Capital Advisors LLC$170K1
219Sanctuary Advisors, LLC$168K1
220Leonteq Securities AG$167K1
221CIBC Asset Management Inc$166K1
222Kintegral Advisory, LLC$166K1
223Balefire, LLC$157K1
224Lighthouse Investment Partners, LLC$153K1
225North Dakota State Investment Board$151K1
226AIGEN INVESTMENT MANAGEMENT, LP$151K1
227Meeder Advisory Services, Inc.$150K1
228Tower Research Capital LLC (TRC)$148K1
229COLDSTREAM CAPITAL MANAGEMENT INC$148K1
230MIRABELLA FINANCIAL SERVICES LLP$147K1
231EVERGREEN CAPITAL MANAGEMENT LLC$146K1
232Kera Capital Partners, Inc.$146K1
233UNITED CAPITAL FINANCIAL ADVISORS, LLC$145K1
234GUGGENHEIM CAPITAL LLC$134K1
235OXFORD ASSET MANAGEMENT LLP$128K1
236NOMURA ASSET MANAGEMENT CO LTD$127K1
237Focus Partners Wealth$124K1
238Headlands Technologies LLC$122K1
239BTG Pactual Asset Management US LLC$122K1
240Meiji Yasuda Asset Management Co Ltd.$120K1
241CONNABLE OFFICE INC$119K1
242Walleye Capital LLC$116K1
243SIMPLEX TRADING, LLC$115K1
244Alpha Wealth Funds, LLC$114K1
245ARQ WEALTH ADVISORS, LLC$112K1
246Beverly Hills Private Wealth, LLC$111K1
247VERUS CAPITAL PARTNERS, LLC$111K1
248SIG BROKERAGE, LP$108K1
249Sagewood Asset Management LP$103K1
250Perpetual Ltd$103K1
251OneDigital Investment Advisors LLC$98.5K1
252Curi Capital, LLC$98.4K1
253Vident Advisory, LLC$97.7K1
254PROFUND ADVISORS LLC$97.3K1
255CWM, LLC$97.1K1
256BANK OF NOVA SCOTIA TRUST CO$95.6K1
257Allspring Global Investments Holdings, LLC$95.5K1
258Engineers Gate Manager LP$92.5K1
259Sequoia Financial Advisors, LLC$89.1K1
260TERRIL BROTHERS, INC.$84.7K1
261Quantum Portfolio Management LLC$80.1K1
262STIFEL FINANCIAL CORP$80.0K1
263TEACHER RETIREMENT SYSTEM OF TEXAS$79.7K1
264Net Worth Advisory Group$79.5K1
265JOURNEY STRATEGIC WEALTH LLC$79.5K1
266CAXTON ASSOCIATES LLP$78.8K1
267Quantbot Technologies LP$46.9K1
268Eurizon Capital SGR S.p.A.$43.0K1
269SJS Investment Consulting Inc.$41.0K1
270Quarry LP$40.7K1
271STOREBRAND ASSET MANAGEMENT AS$39.7K1
272QUADRANT CAPITAL GROUP LLC$39.7K1
273OSAIC HOLDINGS, INC.$37.5K1
274US BANCORP \DE\$32.9K1
275FIL Ltd$27.7K1
276Rockefeller Capital Management L.P.$24.6K1
277UMB Bank, n.a.$20.1K1
278NATIXIS ADVISORS, LLC$19.9K1
279Arax Advisory Partners$19.3K1
280Allworth Financial LP$17.0K1
281MONTAG A & ASSOCIATES INC$14.9K1
282PRIVATE TRUST CO NA$14.2K1
283Sapience Investments, LLC$13.5K1
284PARADIGM ASSET MANAGEMENT CO LLC$13.4K1
285SIGNATUREFD, LLC$13.0K1
286ELEVATION WEALTH PARTNERS, LLC$12.8K1
287MAI Capital Management$12.2K1
288Mirae Asset Global Investments Co., Ltd.$11.7K1
289Owl Creek Wealth Partners LLC$10.2K1
290Olstein Capital Management, L.P.$9.5K1
291Mitsubishi UFJ Asset Management Co., Ltd.$7.5K1
292DANSKE BANK A/S$7.1K1
293Steward Partners Investment Advisory, LLC$5.2K1
294ALGERT GLOBAL LLC$4.9K1
295DekaBank Deutsche Girozentrale$4.9K1
296Private Wealth Management Group, LLC$4.7K1
297ASSETMARK, INC$4.6K1
298Walleye Trading LLC$4.6K1
299FARMERS & MERCHANTS INVESTMENTS INC$4.5K1
300True Wealth Design, LLC$4.4K1
301NISA INVESTMENT ADVISORS, LLC$4.1K1
302Larson Financial Group LLC$3.6K1
303Salomon & Ludwin, LLC$3.6K1
304THRIVENT FINANCIAL FOR LUTHERANS$3.3K1
305CANADA LIFE ASSURANCE Co$3.1K1
306NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.9K1
307NEW YORK STATE TEACHERS RETIREMENT SYSTEM$2.6K1
308ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$2.6K1
309AMALGAMATED BANK$2.4K1
310Parkside Financial Bank & Trust$2.4K1
311Costello Asset Management, INC$2.4K1
312Treasurer of the State of North Carolina$2.2K1
313TD Waterhouse Canada Inc.$2.0K1
314CENTRAL TRUST Co$1.8K1
315TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.7K1
316Spire Wealth Management$1.3K1
317Manchester Capital Management LLC$1.1K1
318Physician Wealth Advisors, Inc.$1.1K1
319Bell Investment Advisors, Inc$9651
320Bayforest Capital Ltd$9491
321MV CAPITAL MANAGEMENT, INC.$8241
322Activest Wealth Management$7371
323COUNTRY TRUST BANK$7211
324HRT FINANCIAL LP$6921
325Sachetta, LLC$6121
326SouthState Bank Corp$5881
327Pinnacle Wealth Planning Services, Inc.$5721
328Investors Research Corp$5331
329PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$5321
330State of Alaska, Department of Revenue$5281
331Smartleaf Asset Management LLC$4931
332SHP Wealth Management$4701
333SBI Securities Co., Ltd.$4551
334Addison Advisors LLC$4081
335Vestcor Inc$3951
336HARBOR CAPITAL ADVISORS, INC.$3581
337South Dakota Investment Council$3531
338Valued Wealth Advisors LLC$2201
339CVA Family Office, LLC$1961
340DecisionPoint Financial, LLC$1891
341KBC Group NV$1681
342Prestige Wealth Management Group LLC$1421
343Claret Asset Management Corp$1331
344Quantitative Investment Management, LLC$1281
345GSA CAPITAL PARTNERS LLP$1271
3463 FACTOR INDEXING, LLC$951
347Quaker Wealth Management, LLC$871
348American Capital Advisory, LLC$871
349DiNuzzo Private Wealth, Inc.$791
350Sunrise Financial Services, LLC$781
351Annis Gardner Whiting Capital Advisors, LLC$631
352TD Capital Management LLC$471
353ACADIAN ASSET MANAGEMENT LLC$411
354Vermillion Wealth Management, Inc.$241
355Keating Financial Advisory Services, Inc.$241
356JFS WEALTH ADVISORS, LLC$161
357Avion Wealth$01
358VANGUARD GROUP INC$01
359MML INVESTORS SERVICES, LLC$01
360CITIZENS FINANCIAL GROUP INC/RI$01
361HARBOUR INVESTMENTS, INC.$01
362Clearstead Advisors, LLC$01
363COMERICA BANK$01
364VIRGINIA RETIREMENT SYSTEMS ET Al$01
365Pekin Hardy Strauss, Inc.$01
366WEXFORD CAPITAL LP$01
367CIBC WORLD MARKETS CORP$01
368GATEWAY INVESTMENT ADVISERS LLC$01
369THORNBURG INVESTMENT MANAGEMENT INC$01
370WESTWOOD HOLDINGS GROUP INC$01
371TWO SIGMA INVESTMENTS, LP$01
372NATIXIS$01
373CIBC Private Wealth Group LLC$01
374MOTCO$01
375NORGES BANK$01
376Boston Partners$01
377AMG National Trust Bank$01
378Rafferty Asset Management, LLC$01
379PEAK6 LLC$01
380Ancora Advisors LLC$01
381Verition Fund Management LLC$01
382Alberta Investment Management Corp$01
383AIA Group Ltd$01
384SUMMIT SECURITIES GROUP LLC$01
385Twin Tree Management, LP$01
386Atria Investments, Inc$01
387Private Advisor Group, LLC$01
388Alpine Global Management, LLC$01
389Vontobel Holding Ltd.$01
390Dynamic Advisor Solutions LLC$01
391Prosight Management, LP$01
392FINANCIAL CONSULATE, INC$01
393Bellevue Group AG$01
394Centiva Capital, LP$01
395Hunting Hill Global Capital, LLC$01
396DV Trading LLC$01
397Neo Ivy Capital Management$01
398Castleview Partners, LLC$01
399Circumference Group LLC$01
400Global Retirement Partners, LLC$01
401Qsemble Capital Management, LP$01
402Y-Intercept (Hong Kong) Ltd$01
403Ethic Inc.$01
404Archer Investment Corp$01
405Aquatic Capital Management LLC$01
406Veracity Capital LLC$01
407Legacy Wealth Asset Management, LLC$01
408B. Metzler seel. Sohn & Co. AG$01
409CenterBook Partners LP$01
410AlphaQuest LLC$01
411Cromwell Holdings LLC$01
412Dunhill Financial, LLC$01
413Caitong International Asset Management Co., Ltd$01
414Broyhill Asset Management, LLC$01
415Portside Wealth Group, LLC$01
416Atlantic Edge Private Wealth Management, LLC$01
417Jain Global LLC$01
418Quest 10 Wealth Builders, Inc.$01
419Fieldview Capital Management, LLC$01
420Pacific Capital Partners Ltd$01
421HFM Investment Advisors, LLC$01
422TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$01
423CAPITOLIS LIQUID GLOBAL MARKETS LLC$01
424Fideuram Asset Management (Ireland) dac$01
Truncated by Public Filings. The published aggregate ranks the top 424 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 AVTR

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for AVTR · financials and macro

Financials — as filed PLANNED

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