Public record / Tickers / AWI

AWI — ARMSTRONG WORLD INDUSTRIES INC

Both disclosure regimes on one name: who in Congress filed about AWI, 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
3
all PTR rows naming AWI
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-13
filed 2025-08-13
13F holders
452
top-452 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

Lisa C. McClain · $1.0K–$15.0K

Sale · traded 2025-06-17 → filed 2025-08-13. Ranked over every AWI row by the provable lower bound, never a point estimate.

No member disclosed AWI 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

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 AWI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning AWI
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-13Lisa C. McClain R–MI-9Sale · SP (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
2020-04-27Donna E. Shalala D–FL-27SaleTraded 2019-06-24 LATE·308d$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 3 ↗

Members active in AWI

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

No member disclosed AWI in the trailing 12 months.

Congress ↔ notable managers · AWI

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
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · ARMSTRONG WORLD INDS INC NEW

Merged timeline of congressional filings and notable-manager moves on AWI
DateWhoChangeSize
2026-05-15Tudor Investment Corp 13Fadd+13,020 sh
2026-05-15Gotham Asset Management 13Fadd+41,452 sh
2026-05-15Bridgewater Associates 13Fadd+13,107 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 AWI for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$858M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$368M1
3VANGUARD CAPITAL MANAGEMENT LLC$316M1
4LONDON CO OF VIRGINIA$284M1
5STATE STREET CORP$233M1
6BANK OF MONTREAL /CAN/$202M1
7AQR CAPITAL MANAGEMENT LLC$180M1
8FULLER & THALER ASSET MANAGEMENT, INC.$172M1
9KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$162M1
10DIMENSIONAL FUND ADVISORS LP$139M1
11CITADEL ADVISORS LLC$131M1
12TWO SIGMA INVESTMENTS, LP$129M1
13Capital International Investors$128M1
14Alyeska Investment Group, L.P.$122M1
15ADAGE CAPITAL PARTNERS GP, L.L.C.$94.8M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$88.1M1
17Gates Capital Management, Inc.$82.1M1
18FMR LLC$76.0M1
19MORGAN STANLEY$75.7M1
20BANK OF AMERICA CORP /DE/$75.4M1
21Egerton Capital (UK) LLP$73.8M1
22Allianz Asset Management GmbH$71.4M1
23ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$63.8M1
24Invesco Ltd.$63.2M1
25MILLENNIUM MANAGEMENT LLC$57.4M1
26UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$53.3M1
27NORTHERN TRUST CORP$45.7M1
28VANGUARD FIDUCIARY TRUST CO$44.4M1
29BNP Paribas Asset Management Holding S.A.$42.3M1
30Junto Capital Management LP$41.3M1
31ENVESTNET ASSET MANAGEMENT INC$39.6M1
32SCHRODER INVESTMENT MANAGEMENT GROUP$35.8M1
33TUDOR INVESTMENT CORP ET AL$35.0M1
34PRINCIPAL FINANCIAL GROUP INC$34.5M1
35AMERICAN CENTURY COMPANIES INC$34.0M1
36Point72 Asset Management, L.P.$33.9M1
37Nuveen, LLC$33.6M1
38Allspring Global Investments Holdings, LLC$32.9M1
39PUBLIC SECTOR PENSION INVESTMENT BOARD$32.9M1
40Harvey Partners, LLC$32.3M1
41Quantinno Capital Management LP$31.9M1
42RICE HALL JAMES & ASSOCIATES, LLC$29.1M1
43Global Alpha Capital Management Ltd.$28.7M1
44Qube Research & Technologies Ltd$27.9M1
45Woodline Partners LP$27.6M1
46WELLS FARGO & COMPANY/MN$27.1M1
47Amundi$26.7M1
48Arbejdsmarkedets Tillaegspension$25.2M1
49SG Capital Management LLC$23.5M1
50Gotham Asset Management, LLC$23.5M1
51Squarepoint Ops LLC$23.1M1
52UBS Group AG$21.7M1
53DEUTSCHE BANK AG\$20.7M1
54VOLORIDGE INVESTMENT MANAGEMENT, LLC$20.0M1
55SCOPUS ASSET MANAGEMENT, L.P.$19.8M1
56RENAISSANCE TECHNOLOGIES LLC$19.6M1
57Engineers Gate Manager LP$19.0M1
58RHUMBLINE ADVISERS$17.0M1
59Verition Fund Management LLC$16.9M1
60Legal & General Group Plc$16.7M1
61ING GROEP NV$16.6M1
62CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$15.5M1
63Man Group plc$15.5M1
64Trexquant Investment LP$15.3M1
65HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$15.1M1
66Swiss National Bank$14.1M1
67ROYAL BANK OF CANADA$13.4M1
68FIRST TRUST ADVISORS LP$13.3M1
69SCHWARTZ INVESTMENT COUNSEL INC$12.9M1
70VICTORY CAPITAL MANAGEMENT INC$12.6M1
71Assenagon Asset Management S.A.$12.0M1
72IEQ CAPITAL, LLC$11.9M1
73CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$11.8M1
74STIFEL FINANCIAL CORP$11.1M1
75Corient Private Wealth LLC$10.4M1
76PRUDENTIAL FINANCIAL INC$9.4M1
77BANK OF NOVA SCOTIA$8.4M1
78Illinois Municipal Retirement Fund$8.0M1
79Taylor Hoffman Capital Management LLC$7.4M1
80ALLIANCEBERNSTEIN L.P.$7.1M1
81RAYMOND JAMES FINANCIAL INC$6.7M1
82PANAGORA ASSET MANAGEMENT INC$6.7M1
83VANGUARD ASSET MANAGEMENT, Ltd$6.5M1
84STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$6.5M1
85ExodusPoint Capital Management, LP$6.2M1
86Tidal Investments LLC$6.2M1
87ALPS ADVISORS INC$5.5M1
88Schonfeld Strategic Advisors LLC$5.5M1
89ICON ADVISERS INC/CO$5.4M1
90Creative Planning$5.2M1
91Bridgewater Associates, LP$5.1M1
92CANADA PENSION PLAN INVESTMENT BOARD$4.9M1
93CWM, LLC$4.4M1
94FRANKLIN RESOURCES INC$4.3M1
95Mariner, LLC$4.2M1
96Cerity Partners LLC$4.1M1
97Quadrature Capital Ltd$4.0M1
98Aquatic Capital Management LLC$4.0M1
99SEI INVESTMENTS CO$4.0M1
100Universal- Beteiligungs- und Servicegesellschaft mbH$3.9M1
101MML INVESTORS SERVICES, LLC$3.6M1
102Vident Advisory, LLC$3.6M1
103FIFTH THIRD BANCORP$3.5M1
104Graham Capital Management, L.P.$3.5M1
105LPL Financial LLC$3.5M1
106BARCLAYS PLC$3.5M1
107LAZARD ASSET MANAGEMENT LLC$3.3M1
108Harvest Investment Services, LLC$3.3M1
109JACOBS LEVY EQUITY MANAGEMENT, INC$3.2M1
110HSBC HOLDINGS PLC$3.2M1
111Vanguard Global Advisers, LLC$3.2M1
112Janus Henderson Group Ltd.$3.1M1
113OCCUDO QUANTITATIVE STRATEGIES LP$3.0M1
114Zurcher Kantonalbank (Zurich Cantonalbank)$2.9M1
115WORLDQUANT MILLENNIUM ADVISORS LLC$2.9M1
116Y-Intercept (Hong Kong) Ltd$2.9M1
117FORA Capital, LLC$2.8M1
118Brevan Howard Capital Management LP$2.8M1
119CITIGROUP INC$2.7M1
120TEACHER RETIREMENT SYSTEM OF TEXAS$2.6M1
121MERCER GLOBAL ADVISORS INC /ADV$2.6M1
122Strata Wealth Advisors, LLC$2.6M1
123Magnetar Financial LLC$2.5M1
124Orion Porfolio Solutions, LLC$2.4M1
125Elo Mutual Pension Insurance Co$2.3M1
126Focus Partners Wealth$2.3M1
127Ruffer LLP$2.3M1
128State of New Jersey Common Pension Fund D$2.2M1
129WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.2M1
130CREDIT AGRICOLE S A$2.2M1
131NFJ INVESTMENT GROUP, LLC$2.1M1
132Callan Family Office, LLC$2.1M1
133DAVENPORT & Co LLC$2.1M1
134Fieldview Capital Management, LLC$2.0M1
135Arizona State Retirement System$2.0M1
136YOUSIF CAPITAL MANAGEMENT, LLC$1.9M1
137O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.9M1
138Salvus Wealth Management, LLC$1.9M1
139STATE OF WISCONSIN INVESTMENT BOARD$1.8M1
140COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.8M1
141Vanguard Investments Australia, Ltd.$1.7M1
142Edgestream Partners, L.P.$1.7M1
143Ensign Peak Advisors, Inc$1.6M1
144OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.6M1
145MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.6M1
146FOX RUN MANAGEMENT, L.L.C.$1.6M1
147AXQ CAPITAL, LP$1.5M1
148OSAIC HOLDINGS, INC.$1.5M1
149&PARTNERS$1.5M1
150WINTON GROUP Ltd$1.4M1
151Maryland State Retirement & Pension System$1.4M1
152OPPENHEIMER ASSET MANAGEMENT INC.$1.4M1
153Federation des caisses Desjardins du Quebec$1.4M1
154Summit Trail Advisors, LLC$1.3M1
155VOYA INVESTMENT MANAGEMENT LLC$1.3M1
156Savant Capital, LLC$1.2M1
157MACKENZIE FINANCIAL CORP$1.2M1
158HighTower Advisors, LLC$1.2M1
159COMMONWEALTH EQUITY SERVICES, LLC$1.2M1
160XTX Topco Ltd$1.2M1
161Sequoia Financial Advisors, LLC$1.2M1
162INCEPTIONR LLC$1.2M1
163Pictet Asset Management Holding SA$1.1M1
164Aurora Investment Counsel$1.1M1
165INTECH INVESTMENT MANAGEMENT LLC$1.1M1
166Merit Financial Group, LLC$1.1M1
167Cannell & Spears LLC$1.0M1
168MOODY NATIONAL BANK TRUST DIVISION$1.0M1
169Cetera Investment Advisers$972K1
170Capital International, Inc./CA/$966K1
171QRG CAPITAL MANAGEMENT, INC.$951K1
172Voleon Capital Management LP$947K1
173Avior Wealth Management, LLC$943K1
174PRUDENTIAL PLC$931K1
175Keeler Thomas Management LLC$893K1
176Atom Investors LP$886K1
177NOVEM GROUP$869K1
178NEW YORK LIFE INVESTMENT MANAGEMENT LLC$865K1
179Walleye Capital LLC$837K1
180TRUIST FINANCIAL CORP$823K1
181MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$813K1
182Atria Investments, Inc$812K1
183Daiwa Securities Group Inc.$808K1
184FIRST MANHATTAN CO. LLC.$775K1
185Focus Partners Advisor Solutions, LLC$764K1
186Dynamic Advisor Solutions LLC$760K1
187XPONANCE LLC$720K1
188Arax Advisory Partners$718K1
189Polymer Capital Management (US) LLC$715K1
190Quantum Portfolio Management LLC$706K1
191Bridgefront Capital, LLC$691K1
192Pallas Capital Advisors LLC$671K1
193EVERGREEN CAPITAL MANAGEMENT LLC$669K1
194Inspire Investing, LLC$659K1
195HUB Investment Partners, LLC$655K1
196Marshall Financial Group, LLC$650K1
197Susquehanna Portfolio Strategies, LLC$639K1
198Swiss Life Asset Management Ltd$629K1
199Inscription Capital, LLC$622K1
200Pathstone Holdings, LLC$580K1
201KESTRA PRIVATE WEALTH SERVICES, LLC$576K1
202COMMERCE BANK$572K1
203State of Wyoming$571K1
204Freestone Grove Partners LP$571K1
205CHOREO, LLC$560K1
206Lido Advisors, LLC$553K1
207Vanguard Personalized Indexing Management, LLC$528K1
208Jefferies Financial Group Inc.$521K1
209Chicago Partners Investment Group LLC$509K1
210Snowden Capital Advisors LLC$503K1
211ELEVATION POINT WEALTH PARTNERS, LLC$491K1
212Koshinski Asset Management, Inc.$487K1
213Headlands Technologies LLC$487K1
214Founders Financial Alliance, LLC$467K1
215Blueshift Asset Management, LLC$463K1
216Modern Wealth Management, LLC$462K1
217Crossmark Global Holdings, Inc.$447K1
218Massar Capital Management, LP$438K1
219Sanctuary Advisors, LLC$433K1
220Andina Capital Management, LLC$426K1
221Bull Harbor Capital LLC$410K1
222Krilogy Financial LLC$405K1
223Legacy Wealth Asset Management, LLC$387K1
224Utah Retirement Systems$379K1
225Private Advisor Group, LLC$377K1
226Index Technologies Group LLC$367K1
227MEEDER ASSET MANAGEMENT INC$367K1
228Wilmington Savings Fund Society, FSB$363K1
229LECAP ASSET MANAGEMENT LTD$354K1
230JANE STREET GROUP, LLC$332K1
231PRINCIPAL SECURITIES, INC.$328K1
232WEALTH ALLIANCE, LLC$328K1
233WADDELL & ASSOCIATES, LLC$325K1
234Argos Wealth Advisors, LLC$322K1
235Ballentine Partners, LLC$319K1
236Baker Avenue Asset Management, LP$314K1
237New Age Alpha Advisors, LLC$310K1
238NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$307K1
239Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$307K1
240Waverly Advisors, LLC$300K1
241EVOLVE PRIVATE WEALTH, LLC$297K1
242Financiere des Professionnels - Fonds d'investissement inc.$293K1
243HOWE & RUSLING INC$291K1
244Simplicity Wealth,LLC$284K1
245Kera Capital Partners, Inc.$273K1
246NorthCrest Asset Manangement, LLC$268K1
247AIGEN INVESTMENT MANAGEMENT, LP$255K1
248MAI Capital Management$250K1
249HB Wealth Management, LLC$249K1
250Blue Trust, Inc.$245K1
251Y.D. More Investments Ltd$244K1
252MQS Management LLC$243K1
253Ancora Advisors LLC$239K1
254Atlantic Union Bankshares Corp$238K1
255Beacon Pointe Advisors, LLC$238K1
256UNITED CAPITAL FINANCIAL ADVISORS, LLC$235K1
257NewEdge Advisors, LLC$234K1
258Allworth Financial LP$233K1
259SHELTON CAPITAL MANAGEMENT$233K1
260CITIZENS FINANCIAL GROUP INC/RI$231K1
261Empowered Funds, LLC$230K1
262CIBC Asset Management Inc$228K1
263Vestmark Advisory Solutions, Inc.$225K1
264Rockefeller Capital Management L.P.$222K1
265Lighthouse Investment Partners, LLC$220K1
266Taylor & Morgan Wealth Management, LLC$216K1
267EVOKE WEALTH, LLC$215K1
268M&T BANK CORP$210K1
269Baird Financial Group, Inc.$209K1
270OneDigital Investment Advisors LLC$209K1
271NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$208K1
272MONETA GROUP INVESTMENT ADVISORS LLC$208K1
273North Dakota State Investment Board$207K1
274Pinnacle Wealth Planning Services, Inc.$183K1
275EXCHANGE TRADED CONCEPTS, LLC$178K1
276Van Berkom & Associates Inc.$147K1
277Steward Partners Investment Advisory, LLC$139K1
278Salomon & Ludwin, LLC$104K1
279US BANCORP \DE\$84.5K1
280QUADRANT CAPITAL GROUP LLC$79.9K1
281Smartleaf Asset Management LLC$61.0K1
282NATIXIS ADVISORS, LLC$55.4K1
283JONES FINANCIAL COMPANIES LLLP$55.2K1
284Advisors Asset Management, Inc.$53.7K1
285SIGNATUREFD, LLC$50.9K1
286True Wealth Design, LLC$46.5K1
287OP Asset Management Ltd$44.7K1
288UMB Bank, n.a.$36.9K1
289Eurizon Capital SGR S.p.A.$34.8K1
290Larson Financial Group LLC$34.3K1
291Parkside Financial Bank & Trust$31.3K1
292Physician Wealth Advisors, Inc.$25.7K1
293NOMURA ASSET MANAGEMENT CO LTD$24.7K1
294Crewe Advisors LLC$24.2K1
295TD Waterhouse Canada Inc.$23.3K1
296Keating Financial Advisory Services, Inc.$21.4K1
297Mitsubishi UFJ Asset Management Co., Ltd.$21.3K1
298Dogwood Wealth Management LLC$19.0K1
299ALGERT GLOBAL LLC$18.3K1
300ASSETMARK, INC$15.0K1
301Bayforest Capital Ltd$15.0K1
302Caitong International Asset Management Co., Ltd$14.7K1
303Signature Equity Partners, LLC$14.3K1
304SJS Investment Consulting Inc.$13.8K1
305Clearstead Advisors, LLC$11.5K1
306Treasurer of the State of North Carolina$9.9K1
307First Pacific Financial$8.3K1
308KBC Group NV$7.7K1
309HRT FINANCIAL LP$7.4K1
310JFS WEALTH ADVISORS, LLC$7.3K1
311ENTRUST FINANCIAL LLC$6.6K1
312CANADA LIFE ASSURANCE Co$6.0K1
313State of Alaska, Department of Revenue$6.0K1
314TD Capital Management LLC$5.3K1
315Itau Unibanco Holding S.A.$5.3K1
316CVA Family Office, LLC$4.3K1
317Westside Investment Management, Inc.$4.1K1
318SouthState Bank Corp$4.1K1
319JPL Wealth Management, LLC$3.8K1
320HM PAYSON & CO$3.3K1
321Activest Wealth Management$2.1K1
322Raleigh Capital Management Inc.$1.8K1
323Bell Investment Advisors, Inc$1.8K1
324TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.8K1
325TEALWOOD ASSET MANAGEMENT INC$1.4K1
326GSA CAPITAL PARTNERS LLP$1.4K1
327Annis Gardner Whiting Capital Advisors, LLC$1.3K1
328SHP Wealth Management$1.3K1
329POM Investment Strategies, LLC$1.3K1
330PARK AVENUE SECURITIES LLC$1.2K1
331Cromwell Holdings LLC$1.2K1
332DiNuzzo Private Wealth, Inc.$1.2K1
333Prestige Wealth Management Group LLC$9891
334Rakuten Securities, Inc.$9891
335Ankerstar Wealth, LLC$9891
336Rialto Wealth Management, LLC$6601
337GILPIN WEALTH MANAGEMENT, LLC$6601
338Hunter Perkins Capital Management, LLC$5291
339GHP Investment Advisors, Inc.$4951
340HFM Investment Advisors, LLC$4941
341Vestcor Inc$4081
342CENTRAL TRUST Co$3301
343Vermillion Wealth Management, Inc.$3301
344Claret Asset Management Corp$2311
345Manchester Capital Management LLC$1651
346Valued Wealth Advisors LLC$1651
347BARTLETT & CO. WEALTH MANAGEMENT LLC$1641
348Employees Retirement System of Texas$591
349Smithfield Trust Co$581
350Capital Advisors, Ltd. LLC$61
351Avion Wealth$11
352VANGUARD GROUP INC$01
353GLENMEDE TRUST CO NA$01
354THRIVENT FINANCIAL FOR LUTHERANS$01
355LORD, ABBETT & CO. LLC$01
356HARBOUR INVESTMENTS, INC.$01
357COMERICA BANK$01
358MASSACHUSETTS FINANCIAL SERVICES CO /MA/$01
359ACADIAN ASSET MANAGEMENT LLC$01
360GLOBEFLEX CAPITAL L P$01
361NATIONAL BANK OF CANADA /FI/$01
362VIRGINIA RETIREMENT SYSTEMS ET Al$01
363POLEN CAPITAL MANAGEMENT LLC$01
364Capital International Sarl$01
365ZACKS INVESTMENT MANAGEMENT$01
366CHESAPEAKE CAPITAL CORP /IL/$01
367PROFUND ADVISORS LLC$01
368TRUST CO OF VERMONT$01
369COOKSON PEIRCE & CO INC$01
370HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$01
371BALYASNY ASSET MANAGEMENT L.P.$01
372Hilltop Holdings Inc.$01
373NATIXIS$01
374GUGGENHEIM CAPITAL LLC$01
375CIBC Private Wealth Group LLC$01
376Calamos Advisors LLC$01
377Altshuler Shaham Ltd$01
378Curi Capital, LLC$01
379NORGES BANK$01
380Walleye Trading LLC$01
381DISCOVERY CAPITAL MANAGEMENT, LLC / CT$01
382TWO SIGMA SECURITIES, LLC$01
383TWO SIGMA ADVISERS, LP$01
384Transamerica Financial Advisors, LLC$01
385Tower Research Capital LLC (TRC)$01
386MANGROVE PARTNERS IM, LLC$01
387MIRABELLA FINANCIAL SERVICES LLP$01
388PICTON MAHONEY ASSET MANAGEMENT$01
389EP Wealth Advisors, LLC$01
390Perigon Wealth Management, LLC$01
391Penserra Capital Management LLC$01
392Aristides Capital LLC$01
393Connor, Clark & Lunn Investment Management Ltd.$01
394Wakefield Asset Management LLLP$01
395CHICAGO TRUST Co NA$01
396Caprock Group, LLC$01
397WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$01
398Wealthspire Advisors, LLC$01
399Coastal Bridge Advisors, LLC$01
400Diametric Capital, LP$01
401Verdence Capital Advisors LLC$01
402DV Trading LLC$01
403Monument Capital Management$01
404CreativeOne Wealth, LLC$01
405Machina Capital S.A.S.$01
406Global Retirement Partners, LLC$01
407Qsemble Capital Management, LP$01
408OSSIAM$01
409SAGE RHINO CAPITAL LLC$01
410CERTUITY, LLC$01
411Optas, LLC$01
412waypoint wealth counsel$01
413U.S. Capital Wealth Advisors, LLC$01
414Aaron Wealth Advisors LLC$01
415Stirlingshire Investments, Inc.$01
416Kestra Advisory Services, LLC$01
417AlTi Global, Inc.$01
418Interchange Capital Partners, LLC$01
419Capital Group Private Client Services, Inc.$01
420Orchard Capital Management, LLC$01
421NewEdge Wealth, LLC$01
422Caerus Investment Advisors, LLC$01
423CenterBook Partners LP$01
424Accurate Wealth Management, LLC$01
425AlphaQuest LLC$01
426Smith Group Asset Management, LLC$01
427R Squared Ltd$01
428PharVision Advisers, LLC$01
429New Millennium Group LLC$01
430Byrne Asset Management LLC$01
431Forum Financial Management, LP$01
432SageView Advisory Group, LLC$01
433iSAM Funds (UK) Ltd$01
434Acumen Wealth Advisors, LLC$01
435Dunhill Financial, LLC$01
436Abound Wealth Management$01
437SurgoCap Partners LP$01
438Quarry LP$01
439Perbak Capital Partners LLP$01
440ELEVATION WEALTH PARTNERS, LLC$01
441Envestnet Portfolio Solutions, Inc.$01
442Turning Point Benefit Group, Inc.$01
443Sachetta, LLC$01
444Advyzon Investment Management, LLC$01
445Sivia Capital Partners, LLC$01
446LifeWealth Investments, LLC$01
447Kaufman Rossin Wealth, LLC$01
448SAGESPRING WEALTH PARTNERS, LLC$01
449Turas Capital Management LP$01
450VARCOV Co.$01
451United Financial Planning Group LLC$01
452Greenline Wealth Management LLC$01
Truncated by Public Filings. The published aggregate ranks the top 452 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 AWI

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for AWI · financials and macro

Financials — as filed PLANNED

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