Public record / Tickers / AVY

AVY — Avery Dennison Corp

Both disclosure regimes on one name: who in Congress filed about AVY, 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
13
all PTR rows naming AVY
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
05-08
filed 2025-05-08
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

Donna E. Shalala · $15.0K–$50.0K

Purchase · traded 2019-03-06 → filed 2020-04-27. Ranked over every AVY row by the provable lower bound, never a point estimate.

No member disclosed AVY 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.

5 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

2 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. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING AVY · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning AVY
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-05-08Robert P. Bresnahan, Jr. R–PA-8SaleTraded 04-08 +30d$1K–$15K
2025-03-27Robert P. Bresnahan, Jr. R–PA-8SaleTraded 02-25 +30d$1K–$15K
2024-09-06John James R–MI-10SaleTraded 09-04 +2d$1K–$15K
2023-10-10Lois Frankel D–FL-22SaleTraded 09-08 +32d$1K–$15K
2022-06-09Lois Frankel D–FL-22PurchaseTraded 04-25 +45d$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 13 ↗

Members active in AVY

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

No member disclosed AVY in the trailing 12 months.

Congress ↔ notable managers · AVY

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
0 $0 held

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

Merged timeline of congressional filings and notable-manager moves on AVY
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Ftrim−1,161 sh
2026-05-15Bridgewater Associates 13Ftrim−848 sh
2026-05-15Moore Capital Management 13Fexit−28,426 sh

3 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 AVY for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.1B1
2WELLINGTON MANAGEMENT GROUP LLP$916M1
3VANGUARD CAPITAL MANAGEMENT LLC$865M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$840M1
5STATE STREET CORP$648M1
6MORGAN STANLEY$628M1
7GEODE CAPITAL MANAGEMENT, LLC$373M1
8AMERIPRISE FINANCIAL INC$328M1
9Invesco Ltd.$233M1
10FIDUCIARY MANAGEMENT INC /WI/$216M1
11NORTHERN TRUST CORP$185M1
12MASSACHUSETTS FINANCIAL SERVICES CO /MA/$180M1
13UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$162M1
14DIMENSIONAL FUND ADVISORS LP$152M1
15Navera Investment Management Ltd.$129M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$127M1
17BANK OF AMERICA CORP /DE/$127M1
18Bank of New York Mellon Corp$126M1
19MANUFACTURERS LIFE INSURANCE COMPANY, THE$125M1
20ENVESTNET ASSET MANAGEMENT INC$97.4M1
21Amundi$93.4M1
22DEUTSCHE BANK AG\$85.3M1
23AQR CAPITAL MANAGEMENT LLC$77.4M1
24VANGUARD FIDUCIARY TRUST CO$75.1M1
25Legal & General Group Plc$69.0M1
26FMR LLC$68.9M1
27JOHNSON INVESTMENT COUNSEL INC$63.6M1
28PRINCIPAL FINANCIAL GROUP INC$62.7M1
29UBS Group AG$57.4M1
30LAZARD ASSET MANAGEMENT LLC$55.1M1
31Quantinno Capital Management LP$53.0M1
32HOMESTEAD ADVISERS CORP$52.7M1
33FIRST TRUST ADVISORS LP$49.6M1
34VICTORY CAPITAL MANAGEMENT INC$48.6M1
35DAVENPORT & Co LLC$48.2M1
36BAHL & GAYNOR INC$46.8M1
37ANCHOR CAPITAL ADVISORS LLC$46.6M1
38BARCLAYS PLC$46.3M1
39MILLENNIUM MANAGEMENT LLC$46.0M1
40BNP Paribas Asset Management Holding S.A.$44.5M1
41FRANKLIN RESOURCES INC$44.1M1
42Retirement Systems of Alabama$39.5M1
43Swiss National Bank$39.2M1
44CITADEL ADVISORS LLC$38.4M1
45Nuveen, LLC$36.4M1
46TD ASSET MANAGEMENT INC$36.3M1
47ROYAL BANK OF CANADA$35.6M1
48Eurizon Capital SGR S.p.A.$34.9M1
49Qube Research & Technologies Ltd$33.3M1
50Sumitomo Mitsui Trust Group, Inc.$33.0M1
51WELLS FARGO & COMPANY/MN$31.9M1
52Mitsubishi UFJ Asset Management Co., Ltd.$31.3M1
53RAYMOND JAMES FINANCIAL INC$31.2M1
54Baird Financial Group, Inc.$31.2M1
55BCV Asset Management Inc.$30.9M1
56VOLORIDGE INVESTMENT MANAGEMENT, LLC$30.1M1
57Vanguard Global Advisers, LLC$29.1M1
58DEPRINCE RACE & ZOLLO INC$26.8M1
59VANGUARD ASSET MANAGEMENT, Ltd$26.5M1
60Arbejdsmarkedets Tillaegspension$26.4M1
61CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$23.9M1
62FENIMORE ASSET MANAGEMENT INC$23.8M1
63Aristotle Atlantic Partners, LLC$23.0M1
64BANK OF MONTREAL /CAN/$23.0M1
65HSBC HOLDINGS PLC$22.9M1
66SHUFRO ROSE & CO LLC$20.9M1
67NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$20.5M1
68Gotham Asset Management, LLC$19.9M1
69Universal- Beteiligungs- und Servicegesellschaft mbH$18.0M1
70DELTA ASSET MANAGEMENT LLC/TN$18.0M1
71CONGRESS ASSET MANAGEMENT CO$17.8M1
72KENNEDY CAPITAL MANAGEMENT LLC$17.4M1
73SEI INVESTMENTS CO$16.0M1
74RENAISSANCE TECHNOLOGIES LLC$15.3M1
75Cerity Partners LLC$15.3M1
76ALLIANCEBERNSTEIN L.P.$15.2M1
77WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$14.6M1
78STATE OF WISCONSIN INVESTMENT BOARD$14.0M1
79NOMURA ASSET MANAGEMENT CO LTD$12.9M1
80Distillate Capital Partners LLC$12.5M1
81Systematic Alpha Investments, LLC$12.2M1
82ADAGE CAPITAL PARTNERS GP, L.L.C.$11.9M1
83CIBC Bancorp USA Inc.$11.7M1
84NATIONAL BANK OF CANADA /FI/$11.6M1
85STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$11.4M1
86Corient Private Wealth LLC$11.1M1
87NEW YORK STATE COMMON RETIREMENT FUND$11.1M1
88BLAIR WILLIAM & CO/IL$10.9M1
89GREAT LAKES ADVISORS, LLC$10.7M1
90PANAGORA ASSET MANAGEMENT INC$10.7M1
91Midwest Trust Co$10.6M1
92ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$10.5M1
93CITIGROUP INC$10.0M1
94GATEWAY INVESTMENT ADVISERS LLC$9.7M1
95CRAMER ROSENTHAL MCGLYNN LLC$9.5M1
96Aberdeen Group plc$9.5M1
97TEACHER RETIREMENT SYSTEM OF TEXAS$9.2M1
98Robeco Institutional Asset Management B.V.$9.2M1
99BALYASNY ASSET MANAGEMENT L.P.$9.0M1
100Korea Investment CORP$8.9M1
101HighTower Advisors, LLC$8.9M1
102Holocene Advisors, LP$8.8M1
103Mizuho Markets Cayman LP$8.7M1
104AVIVA PLC$8.7M1
105PRUDENTIAL FINANCIAL INC$8.6M1
106PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$8.6M1
107LBP AM SA$8.5M1
108TRILLIUM ASSET MANAGEMENT, LLC$8.4M1
109Pictet Asset Management Holding SA$8.3M1
110Calamos Advisors LLC$8.0M1
111LPL Financial LLC$7.8M1
112Man Group plc$7.5M1
113ROYAL LONDON ASSET MANAGEMENT LTD$7.3M1
114FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$7.1M1
115Mitsubishi UFJ Trust & Banking Corp$7.1M1
116ARDSLEY ADVISORY PARTNERS LP$6.9M1
117MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$6.7M1
118Illinois Municipal Retirement Fund$6.6M1
119Monte Financial Group, LLC$6.6M1
120NATIXIS$6.6M1
121Vanguard Investments Australia, Ltd.$6.6M1
122Chevy Chase Trust Holdings, LLC$6.6M1
123Allianz Asset Management GmbH$6.6M1
124Zurcher Kantonalbank (Zurich Cantonalbank)$6.4M1
125NIXON PEABODY TRUST CO$5.9M1
126NORDEA INVESTMENT MANAGEMENT AB$5.7M1
127Asset Management One Co., Ltd.$5.6M1
128BOWEN HANES & CO INC$5.6M1
129US BANCORP \DE\$5.5M1
130OSAIC HOLDINGS, INC.$5.4M1
131CANADA PENSION PLAN INVESTMENT BOARD$5.2M1
132Tredje AP-fonden$5.0M1
133Candriam S.C.A.$5.0M1
134GUGGENHEIM CAPITAL LLC$5.0M1
135Moran Wealth Management, LLC$4.9M1
136Creative Planning$4.9M1
137TRUIST FINANCIAL CORP$4.9M1
138KLP KAPITALFORVALTNING AS$4.9M1
139STOREBRAND ASSET MANAGEMENT AS$4.8M1
140SEGALL BRYANT & HAMILL, LLC$4.8M1
141Advisors Asset Management, Inc.$4.8M1
142FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$4.4M1
143Swiss Life Asset Management Ltd$4.3M1
144Sterling Capital Management LLC$4.3M1
145DANSKE BANK A/S$4.3M1
146COMMONWEALTH EQUITY SERVICES, LLC$4.2M1
147Resona Asset Management Co.,Ltd.$4.2M1
148Lansforsakringar Fondforvaltning AB (publ)$4.2M1
149Lighthouse Investment Partners, LLC$4.2M1
150State of New Jersey Common Pension Fund D$4.2M1
151AMERICAN CENTURY COMPANIES INC$4.0M1
152Thrive Capital Management, LLC$4.0M1
153TORONTO DOMINION BANK$3.9M1
154SEB Asset Management AB$3.7M1
155Czech National Bank$3.6M1
156Arizona State Retirement System$3.6M1
157STATE OF MICHIGAN RETIREMENT SYSTEM$3.6M1
158Bill Few Associates, Inc.$3.6M1
159CIBC Asset Management Inc$3.5M1
160NEW YORK LIFE INVESTMENT MANAGEMENT LLC$3.5M1
161Henshaw Capital LLC$3.4M1
162IFM Investors Pty Ltd$3.3M1
163DIVERSIFIED MANAGEMENT INC$3.3M1
164AGF MANAGEMENT LTD$3.2M1
165STIFEL FINANCIAL CORP$3.2M1
166DnB Asset Management AS$3.2M1
167ABN AMRO INVESTMENT SOLUTIONS$3.1M1
168MetLife Investment Management, LLC$3.1M1
169COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.1M1
170Focus Partners Wealth$3.1M1
171XPONANCE LLC$3.1M1
172Mirae Asset Global Investments Co., Ltd.$3.0M1
173NISA INVESTMENT ADVISORS, LLC$3.0M1
174M&T BANK CORP$3.0M1
175OMERS ADMINISTRATION Corp$2.9M1
176Pathstone Holdings, LLC$2.9M1
177FIFTH THIRD BANCORP$2.9M1
178VOYA INVESTMENT MANAGEMENT LLC$2.9M1
179INTECH INVESTMENT MANAGEMENT LLC$2.9M1
180Ensign Peak Advisors, Inc$2.8M1
181Barbara Oil Co.$2.7M1
182MERCER GLOBAL ADVISORS INC /ADV$2.7M1
183ASR Vermogensbeheer N.V.$2.6M1
184Summit Trail Advisors, LLC$2.6M1
185Generali Asset Management SPA SGR$2.6M1
186Sky Investment Group LLC$2.5M1
187Empowered Funds, LLC$2.5M1
188Daiwa Securities Group Inc.$2.4M1
189Vestmark Advisory Solutions, Inc.$2.4M1
190ProShare Advisors LLC$2.4M1
191CHOREO, LLC$2.4M1
192COMMERCE BANK$2.4M1
193MEYER HANDELMAN CO$2.3M1
194Jefferies Financial Group Inc.$2.3M1
195SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.3M1
196Metis Global Partners, LLC$2.3M1
197Siemens Fonds Invest GmbH$2.2M1
198Mediolanum International Funds Ltd$2.2M1
199Expect Equity LLC$2.2M1
200Lombard Odier Asset Management (Switzerland) SA$2.2M1
201WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.2M1
202MACKENZIE FINANCIAL CORP$2.2M1
203BANK OF NOVA SCOTIA$2.2M1
204Utah Retirement Systems$2.2M1
205PUBLIC SECTOR PENSION INVESTMENT BOARD$2.2M1
206WOODMONT INVESTMENT COUNSEL LLC$2.1M1
207Elo Mutual Pension Insurance Co$2.1M1
208Tidal Investments LLC$2.1M1
209Curi Capital, LLC$2.0M1
210UniSuper Management Pty Ltd$2.0M1
211EXCHANGE TRADED CONCEPTS, LLC$2.0M1
212Sumitomo Mitsui DS Asset Management Company, Ltd$1.9M1
213CWM, LLC$1.9M1
214Atria Investments, Inc$1.9M1
215Atom Investors LP$1.8M1
216PALISADE CAPITAL MANAGEMENT, LP$1.8M1
217BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.8M1
218NEOS Investment Management LLC$1.8M1
219Willis Investment Counsel$1.8M1
220Vanguard Personalized Indexing Management, LLC$1.8M1
221Vident Advisory, LLC$1.8M1
222Sompo Asset Management Co., Ltd.$1.8M1
223Bridgewater Associates, LP$1.8M1
224Cetera Investment Advisers$1.8M1
225PICTON MAHONEY ASSET MANAGEMENT$1.7M1
226ING GROEP NV$1.7M1
227HBK Sorce Advisory LLC$1.7M1
228Arax Advisory Partners$1.7M1
229NISSAY ASSET MANAGEMENT CORP /JAPAN$1.7M1
230WCM INVESTMENT MANAGEMENT, LLC$1.7M1
231Taylor Frigon Capital Management LLC$1.6M1
232OP Asset Management Ltd$1.6M1
233Penobscot Investment Management Company, Inc.$1.6M1
234D.A. DAVIDSON & CO.$1.6M1
235O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.6M1
236Callan Family Office, LLC$1.6M1
237TWO SIGMA INVESTMENTS, LP$1.5M1
238OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.5M1
239Sequoia Financial Advisors, LLC$1.5M1
240YOUSIF CAPITAL MANAGEMENT, LLC$1.5M1
241Janus Henderson Group Ltd.$1.5M1
242National Pension Service$1.4M1
243PINNACLE ASSOCIATES LTD$1.4M1
244Investment Management Corp of Ontario$1.4M1
245MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.4M1
246MACQUARIE GROUP LTD$1.4M1
247Accurate Wealth Management, LLC$1.4M1
248GRIMES & Co WEALTH MANAGEMENT, LLC$1.4M1
249Engineers Gate Manager LP$1.3M1
250D. E. Shaw & Co., Inc.$1.3M1
251Aaron Wealth Advisors LLC$1.3M1
252CREDIT AGRICOLE S A$1.3M1
253Caprock Group, LLC$1.3M1
254NewEdge Advisors, LLC$1.3M1
255DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$1.3M1
256EADS & HEALD WEALTH MANAGEMENT$1.3M1
257OmniStar Financial Group, Inc.$1.3M1
258FIGURE 8 INVESTMENT STRATEGIES LLC$1.3M1
259Zurich Insurance Group Ltd/FI$1.2M1
260JAMES INVESTMENT RESEARCH, INC.$1.2M1
261XTX Topco Ltd$1.2M1
262United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$1.2M1
263Sepio Capital, LP$1.2M1
264PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$1.2M1
265DIVERSIFY WEALTH MANAGEMENT, LLC$1.2M1
266Kepler Cheuvreux (Suisse) SA$1.2M1
267Aquatic Capital Management LLC$1.1M1
268Avanza Fonder AB$1.1M1
269FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$1.1M1
270PRIVATE TRUST CO NA$1.1M1
271Keeler Thomas Management LLC$1.1M1
272KING LUTHER CAPITAL MANAGEMENT CORP$1.1M1
273FOX RUN MANAGEMENT, L.L.C.$1.1M1
274Hillsdale Investment Management Inc.$1.1M1
275Vivaldi Capital Management LP$1.0M1
276Envestnet Portfolio Solutions, Inc.$1.0M1
277BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.0M1
278CHICAGO TRUST Co NA$1.0M1
279Rockefeller Capital Management L.P.$1.0M1
280EQUITABLE TRUST CO$1.0M1
281Assenagon Asset Management S.A.$1.0M1
282Kestra Advisory Services, LLC$1.0M1
283Concurrent Investment Advisors, LLC$1.0M1
284GLENMEDE TRUST CO NA$1.0M1
285Freestone Grove Partners LP$992K1
286HB Wealth Management, LLC$979K1
287BRIDGES INVESTMENT MANAGEMENT INC$970K1
288Brevan Howard Capital Management LP$963K1
289Federation des caisses Desjardins du Quebec$961K1
290Ethic Inc.$940K1
291Private Advisor Group, LLC$937K1
292Ashton Thomas Private Wealth, LLC$935K1
293ADAMS NATURAL RESOURCES FUND, INC.$932K1
294World Investment Advisors$897K1
295WINNACLE WEALTH LLC$884K1
296Norinchukin Bank, The$877K1
297DT Investment Partners, LLC$863K1
298MIDDLETON & CO INC/MA$861K1
299HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$839K1
300Dai-ichi Life Insurance Company, Ltd$826K1
301Gibbs Wealth Management$825K1
302First City Capital Management, Inc.$817K1
303MIZUHO SECURITIES USA LLC$807K1
304Rafferty Asset Management, LLC$799K1
305Orion Porfolio Solutions, LLC$785K1
306Brindle & Bay Financial Advisors, LLC$783K1
307WOLVERINE ASSET MANAGEMENT LLC$777K1
308EP Wealth Advisors, LLC$774K1
309HARTFORD INVESTMENT MANAGEMENT CO$771K1
310AMG National Trust Bank$760K1
311&PARTNERS$750K1
312Savant Capital, LLC$743K1
313Riverwater Partners LLC$741K1
314Pure Financial Advisors, LLC$728K1
315MML INVESTORS SERVICES, LLC$709K1
316Cypress Capital Group$705K1
317TECTONIC ADVISORS LLC$696K1
318Wilmington Savings Fund Society, FSB$690K1
319Manchester Capital Management LLC$681K1
320CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$679K1
321SBI Okasan Asset Management Co.Ltd.$673K1
322Chicago Partners Investment Group LLC$672K1
323WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$670K1
324SCHRODER INVESTMENT MANAGEMENT GROUP$652K1
325Prudent Man Advisors, LLC$649K1
326Maryland State Retirement & Pension System$647K1
327Wealthfront Advisers LLC$645K1
328Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$645K1
329Allspring Global Investments Holdings, LLC$643K1
330HOLDERNESS INVESTMENTS CO$640K1
331Avior Wealth Management, LLC$635K1
332Rossmore Private Capital$633K1
333Blueshift Asset Management, LLC$632K1
334MOKAN Wealth Management Inc.$629K1
335Laird Norton Wetherby Trust Company, LLC$623K1
336Merit Financial Group, LLC$619K1
337Kingsview Wealth Management, LLC$618K1
338Waverly Advisors, LLC$601K1
339Crossmark Global Holdings, Inc.$576K1
340WORLDQUANT MILLENNIUM ADVISORS LLC$571K1
341TWIN CAPITAL MANAGEMENT INC$562K1
342Plato Investment Management Ltd$561K1
343Knollwood Investment Advisory, LLC$553K1
344MUFG Securities EMEA plc$547K1
345QUADRANT CAPITAL GROUP LLC$523K1
346Sterling Group Wealth Management, LLC$513K1
347Kera Capital Partners, Inc.$508K1
348Morningstar Investment Management LLC$503K1
349Hummer Financial Advisory Services Inc$502K1
350ALPS ADVISORS INC$501K1
351Procyon Advisors, LLC$496K1
352Saudi Central Bank$493K1
353Empirical Finance, LLC$491K1
354UNITED CAPITAL FINANCIAL ADVISORS, LLC$486K1
355Cresset Asset Management, LLC$485K1
356Baker Avenue Asset Management, LP$484K1
357Havemeyer Place LP$481K1
358Brooklyn Investment Group$475K1
359Azimuth Capital Investment Management LLC$472K1
360Twelve Points Wealth Management LLC$466K1
361Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$466K1
362QRG CAPITAL MANAGEMENT, INC.$463K1
363E. Ohman J:or Asset Management AB$458K1
364PRUDENTIAL PLC$457K1
365NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$427K1
366FRANKLIN STREET ADVISORS INC /NC$424K1
367GROUPAMA ASSET MANAGMENT$424K1
368MONETA GROUP INVESTMENT ADVISORS LLC$410K1
369TOKIO MARINE ASSET MANAGEMENT CO LTD$410K1
370SummitTX Capital, L.P.$404K1
371SUMMITRY LLC$399K1
372NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$390K1
373North Dakota State Investment Board$388K1
374Legacy Wealth Management, LLC / MS$387K1
375Miller Investment Management, LP$385K1
376PROFUND ADVISORS LLC$383K1
377ISTHMUS PARTNERS, LLC$381K1
378MQS Management LLC$381K1
379B. Metzler seel. Sohn & Co. AG$381K1
380HOWLAND CAPITAL MANAGEMENT LLC$376K1
381KEYBANK NATIONAL ASSOCIATION/OH$376K1
382Beacon Pointe Advisors, LLC$374K1
383BOOTHBAY FUND MANAGEMENT, LLC$370K1
384MUFG SECURITIES AMERICAS INC.$369K1
385FIDUCIARY TRUST CO$365K1
386Perennial Investment Advisors, LLC$363K1
387Birch Hill Investment Advisors LLC$359K1
388Ballentine Partners, LLC$358K1
389NewEdge Wealth, LLC$356K1
390Squarepoint Ops LLC$355K1
391SECURIAN ASSET MANAGEMENT, INC$351K1
392Cadent Capital Advisors, LLC$351K1
393NOMURA HOLDINGS INC$348K1
394Walleye Trading LLC$348K1
395Blue Trust, Inc.$343K1
396Lakeridge Wealth Management LLC$343K1
397McElhenny Sheffield Capital Management, LLC$342K1
398Alliance Wealth Advisors, LLC /UT$338K1
399HUB Investment Partners, LLC$336K1
400Haverford Trust Co$336K1
401BROWN ADVISORY INC$332K1
402Wealthspire Advisors, LLC$329K1
403VIAWEALTH, LLC$329K1
404MATHER GROUP, LLC.$329K1
405COLDSTREAM CAPITAL MANAGEMENT INC$327K1
406Excelsior Advisor Network LLC$322K1
407JMN Financial LLC$322K1
408JANE STREET GROUP, LLC$318K1
409Pallas Capital Advisors LLC$317K1
410MIRABELLA FINANCIAL SERVICES LLP$313K1
411London & Capital Asset Management Ltd$311K1
412Radnor Capital Management, LLC$309K1
413AAFMAA Wealth Management & Trust LLC$309K1
414FRONTIER CAPITAL MANAGEMENT CO LLC$305K1
415VARCOV Co.$304K1
416Apollon Wealth Management, LLC$301K1
417NORDEN GROUP LLC$301K1
418GREENLEAF TRUST$300K1
419Parcion Private Wealth LLC$297K1
420SMITHBRIDGE ASSET MANAGEMENT INC/DE$297K1
421Portside Wealth Group, LLC$293K1
422Oakmont Advisory Group, LLC$292K1
423Athena Investment Management$285K1
424Trilogy Capital Inc.$283K1
425Vise Technologies, Inc.$282K1
426COURIER CAPITAL LLC$280K1
427Kintegral Advisory, LLC$280K1
428EVERGREEN CAPITAL MANAGEMENT LLC$279K1
429Polymer Capital Management (US) LLC$278K1
430Leonteq Securities AG$276K1
431Addison Advisors LLC$276K1
432Allworth Financial LP$275K1
433Capital Investment Advisors, LLC$274K1
434Frec Markets, Inc.$272K1
435Vontobel Holding Ltd.$270K1
436GW HENSSLER & ASSOCIATES LTD$269K1
437Meiji Yasuda Asset Management Co Ltd.$268K1
438Powell Investment Advisors, LLC$267K1
439Pinnacle Financial Partners, Inc.$266K1
440STONEBRIDGE CAPITAL MANAGEMENT INC$259K1
441Waldron Private Wealth LLC$259K1
442Steward Partners Investment Advisory, LLC$258K1
443Connecticut Wealth Management, LLC$257K1
444AlphaCore Capital LLC$255K1
445Lido Advisors, LLC$253K1
446Inscription Capital, LLC$252K1
447BENJAMIN EDWARDS INC$252K1
448LOWE BROCKENBROUGH & CO INC$251K1
449FIRST CITIZENS BANK & TRUST CO$250K1
450Torrey-Payne Wealth Management, LLC$250K1
451INTRUST BANK NA$249K1
452Compass Ion Advisors, LLC$247K1
453Checchi Capital Advisers, LLC$246K1
454EVOLVE PRIVATE WEALTH, LLC$245K1
455PATTON FUND MANAGEMENT, INC.$244K1
456GREAT VALLEY ADVISOR GROUP, INC.$244K1
457Verition Fund Management LLC$241K1
458MOODY NATIONAL BANK TRUST DIVISION$240K1
459River Wealth Advisors LLC$237K1
460Ascent Group, LLC$235K1
461MAI Capital Management$233K1
462Livforsakringsbolaget Skandia, Omsesidigt$233K1
463LEVEL FOUR ADVISORY SERVICES, LLC$233K1
464NICOLET BANKSHARES INC$231K1
465Goldenstone Wealth Management LLC$231K1
466Dorsey & Whitney Trust CO LLC$226K1
467KESTRA PRIVATE WEALTH SERVICES, LLC$224K1
468Linden Thomas Advisory Services, LLC$221K1
469Optas, LLC$219K1
470Caldwell Trust Co$218K1
471Northern Financial Advisors Inc$216K1
472Asset Dedication, LLC$216K1
473FEDERATED HERMES, INC.$215K1
474BURNEY CO/$213K1
475Meridian Financial Advisors, LLC$213K1
476JOURNEY STRATEGIC WEALTH LLC$212K1
477ALPINE WOODS CAPITAL INVESTORS, LLC$212K1
478NorthRock Partners, LLC$211K1
479Financial Advisors Network, Inc.$210K1
480Tower Research Capital LLC (TRC)$210K1
481Rinkey Investments$207K1
482BRADLEY FOSTER & SARGENT INC/CT$204K1
483NAVELLIER & ASSOCIATES INC$203K1
484Independent Advisor Alliance$201K1
485TEMA ETFS LLC$201K1
486UMB Bank, n.a.$198K1
487KELLEHER FINANCIAL ADVISORS$187K1
488State of Wyoming$185K1
489Patriot Financial Group Insurance Agency, LLC$180K1
490BROWN, LISLE/CUMMINGS, INC.$166K1
491EASTERN BANK$164K1
492Smartleaf Asset Management LLC$158K1
493Heritage Wealth Advisors$157K1
494ASSETMARK, INC$154K1
495Annis Gardner Whiting Capital Advisors, LLC$140K1
496Twin Tree Management, LP$135K1
497ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$123K1
498KELLY LAWRENCE W & ASSOCIATES INC/CA$121K1
499Ameritas Investment Partners, Inc.$119K1
500Westerkirk Capital Inc.$104K1
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 AVY

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for AVY · financials and macro

Financials — as filed PLANNED

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