Public record / Tickers / AYI

AYI — ACUITY INC. (DE)

Both disclosure regimes on one name: who in Congress filed about AYI, 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 AYI
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
05-07
filed 2020-05-07
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

Greg Gianforte · $100K–$250K

Sale · traded 2020-04-29 → filed 2020-05-07. Ranked over every AYI row by the provable lower bound, never a point estimate.

No member disclosed AYI 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.

4 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

No dated AYI rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING AYI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning AYI
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2020-05-07Greg Gianforte R–MT-ALSale · JT (jointly owned)Traded 04-29 +8d$100K–$250K
2020-04-27Donna E. Shalala D–FL-27SaleTraded 2019-04-16 LATE·377d$1K–$15K
2020-04-27Donna E. Shalala D–FL-27Sale · partial (partial sale)Traded 2019-04-03 LATE·390d$1K–$15K
2019-04-26Greg Gianforte R–MT-ALPurchase · JT (jointly owned)Traded 04-17 +9d$50K–$100K
2019-02-02Greg Gianforte R–MT-ALPurchase · JT (jointly owned)Traded 2018-12-24 +40d$50K–$100K
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 AYI

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

No member disclosed AYI in the trailing 12 months.

Congress ↔ notable managers · AYI

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 Gotham Asset Management $11.8M held

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

Merged timeline of congressional filings and notable-manager moves on AYI
DateWhoChangeSize
2026-05-15Moore Capital Management 13Fadd+20,374 sh
2026-05-15Bridgewater Associates 13Fnew+30,077 sh
2026-05-15Gotham Asset Management 13Ftrim−22,097 sh
2026-05-14Caxton Associates 13Fnew+907 sh

4 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 AYI for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$858M1
2FMR LLC$660M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$396M1
4VANGUARD CAPITAL MANAGEMENT LLC$385M1
5STATE STREET CORP$265M1
6WELLINGTON MANAGEMENT GROUP LLP$214M1
7AMERICAN CENTURY COMPANIES INC$210M1
8DIMENSIONAL FUND ADVISORS LP$178M1
9Boston Partners$168M1
10GEODE CAPITAL MANAGEMENT, LLC$162M1
11FULLER & THALER ASSET MANAGEMENT, INC.$154M1
12AQR CAPITAL MANAGEMENT LLC$120M1
13FIL Ltd$119M1
14FIRST TRUST ADVISORS LP$106M1
15Durable Capital Partners LP$99.7M1
16ALLEN OPERATIONS LLC$96.4M1
17Fisher Asset Management, LLC$93.5M1
18NORTHERN TRUST CORP$83.0M1
19Allianz Asset Management GmbH$82.9M1
20Alyeska Investment Group, L.P.$82.3M1
21BANK OF AMERICA CORP /DE/$79.4M1
22MORGAN STANLEY$74.0M1
23Bank of New York Mellon Corp$64.3M1
24Alua Capital Management LP$63.4M1
25MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$63.0M1
26UBS Group AG$63.0M1
27CHARLES SCHWAB INVESTMENT MANAGEMENT INC$61.6M1
28ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$59.9M1
29EARNEST PARTNERS LLC$59.6M1
30UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$59.3M1
31D. E. Shaw & Co., Inc.$57.3M1
32VANGUARD FIDUCIARY TRUST CO$53.1M1
33Greenstone Partners & Co., LLC$50.4M1
34SEIZERT CAPITAL PARTNERS, LLC$47.9M1
35VOLORIDGE INVESTMENT MANAGEMENT, LLC$44.3M1
36JUPITER ASSET MANAGEMENT LTD$38.1M1
37Clark Capital Management Group, Inc.$37.7M1
38TWO SIGMA INVESTMENTS, LP$37.0M1
39BARCLAYS PLC$35.4M1
40STOREBRAND ASSET MANAGEMENT AS$34.6M1
41Invesco Ltd.$33.1M1
42COOKE & BIELER LP$32.6M1
43Man Group plc$31.2M1
44NEW YORK STATE COMMON RETIREMENT FUND$30.2M1
45Robeco Institutional Asset Management B.V.$28.6M1
46ENVESTNET ASSET MANAGEMENT INC$27.9M1
47ASR Vermogensbeheer N.V.$27.4M1
48Nuveen, LLC$27.0M1
49Qube Research & Technologies Ltd$26.7M1
50SEI INVESTMENTS CO$26.3M1
51Triodos Investment Management BV$26.1M1
52Arbejdsmarkedets Tillaegspension$25.1M1
53DEUTSCHE BANK AG\$24.2M1
54SCHWERIN BOYLE CAPITAL MANAGEMENT INC$20.8M1
55Assenagon Asset Management S.A.$20.1M1
56CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$20.0M1
57Quantinno Capital Management LP$19.8M1
58PRINCIPAL FINANCIAL GROUP INC$19.1M1
59JACOBS LEVY EQUITY MANAGEMENT, INC$18.6M1
60ASHFORD CAPITAL MANAGEMENT INC$17.8M1
61WELLS FARGO & COMPANY/MN$17.7M1
62ALLIANCEBERNSTEIN L.P.$17.1M1
63Swiss National Bank$17.0M1
64MOORE CAPITAL MANAGEMENT, LP$15.2M1
65INTECH INVESTMENT MANAGEMENT LLC$13.8M1
66Lightrock Netherlands B.V.$12.6M1
67ALTRINSIC GLOBAL ADVISORS LLC$12.1M1
68BNP Paribas Asset Management Holding S.A.$12.0M1
69AMERIPRISE FINANCIAL INC$11.9M1
70STATE OF WISCONSIN INVESTMENT BOARD$11.9M1
71Gotham Asset Management, LLC$11.8M1
72NORDEA INVESTMENT MANAGEMENT AB$11.8M1
73Legal & General Group Plc$11.7M1
74Distillate Capital Partners LLC$11.6M1
75FRANKLIN RESOURCES INC$11.5M1
76MILLENNIUM MANAGEMENT LLC$11.3M1
77WEDGE CAPITAL MANAGEMENT L L P/NC$11.1M1
78Susquehanna Portfolio Strategies, LLC$10.7M1
79Swedbank AB$10.5M1
80Retirement Systems of Alabama$10.5M1
81CANADA PENSION PLAN INVESTMENT BOARD$9.6M1
82RAYMOND JAMES FINANCIAL INC$9.3M1
83SYSTEMATIC FINANCIAL MANAGEMENT LP$9.1M1
84Copeland Capital Management, LLC$8.9M1
85VOYA INVESTMENT MANAGEMENT LLC$8.8M1
86Bridgewater Associates, LP$8.4M1
87BALYASNY ASSET MANAGEMENT L.P.$8.4M1
88TEACHER RETIREMENT SYSTEM OF TEXAS$8.3M1
89TD ASSET MANAGEMENT INC$8.3M1
90VANGUARD ASSET MANAGEMENT, Ltd$7.9M1
91FEDERATED HERMES, INC.$7.9M1
92KENNEDY CAPITAL MANAGEMENT LLC$7.4M1
93Illinois Municipal Retirement Fund$7.4M1
94ABN AMRO Bank N.V.$7.4M1
95CITIGROUP INC$7.2M1
96KLP KAPITALFORVALTNING AS$7.2M1
97LAZARD ASSET MANAGEMENT LLC$7.1M1
98McKinley Carter Wealth Services, Inc.$7.0M1
99STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$6.7M1
100Vest Financial, LLC$6.3M1
101Squarepoint Ops LLC$6.1M1
102UniSuper Management Pty Ltd$6.1M1
103MANUFACTURERS LIFE INSURANCE COMPANY, THE$6.1M1
104Y-Intercept (Hong Kong) Ltd$6.0M1
105Creative Planning$5.9M1
106Holocene Advisors, LP$5.9M1
107OPPENHEIMER & CO INC$5.9M1
108ZACKS INVESTMENT MANAGEMENT$5.8M1
109Hedeker Wealth, LLC$5.6M1
110Moran Wealth Management, LLC$5.4M1
111LPL Financial LLC$5.3M1
112Livforsakringsbolaget Skandia, Omsesidigt$5.3M1
113B. Metzler seel. Sohn & Co. AG$5.1M1
114Zurcher Kantonalbank (Zurich Cantonalbank)$5.0M1
115MERCER GLOBAL ADVISORS INC /ADV$4.9M1
116SEB Asset Management AB$4.8M1
117Hudson Bay Capital Management LP$4.8M1
118OpenArc Corporate Advisory, LLC$4.5M1
119Mariner, LLC$4.4M1
120Grantham, Mayo, Van Otterloo & Co. LLC$4.4M1
121PRUDENTIAL FINANCIAL INC$4.3M1
122NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$4.3M1
123CIBC Bancorp USA Inc.$4.3M1
124MetLife Investment Management, LLC$4.2M1
125SCHRODER INVESTMENT MANAGEMENT GROUP$4.2M1
126Aquatic Capital Management LLC$4.2M1
127OPPENHEIMER ASSET MANAGEMENT INC.$3.9M1
128FIFTH THIRD BANCORP$3.8M1
129Amundi$3.8M1
130Janus Henderson Group Ltd.$3.8M1
131NISA INVESTMENT ADVISORS, LLC$3.8M1
132EULAV Asset Management$3.6M1
133Vanguard Global Advisers, LLC$3.5M1
134FORA Capital, LLC$3.4M1
135Corient Private Wealth LLC$3.4M1
136NOMURA ASSET MANAGEMENT CO LTD$3.4M1
137Engineers Gate Manager LP$3.3M1
138MML INVESTORS SERVICES, LLC$3.3M1
139MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.3M1
140Quilter Plc$3.2M1
141Lighthouse Investment Partners, LLC$3.1M1
142Swiss Life Asset Management Ltd$3.1M1
143EVOLVE PRIVATE WEALTH, LLC$3.1M1
144Connor, Clark & Lunn Investment Management Ltd.$3.0M1
145BLAIR WILLIAM & CO/IL$3.0M1
146XTX Topco Ltd$3.0M1
147M&T BANK CORP$3.0M1
148Mitsubishi UFJ Trust & Banking Corp$3.0M1
149ROYAL BANK OF CANADA$2.9M1
150State of New Jersey Common Pension Fund D$2.9M1
151Cetera Investment Advisers$2.9M1
152Cerity Partners LLC$2.9M1
153MARKEL GROUP INC.$2.7M1
154PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$2.7M1
155QRG CAPITAL MANAGEMENT, INC.$2.6M1
156STIFEL FINANCIAL CORP$2.6M1
157Quadrature Capital Ltd$2.5M1
158Pathstone Holdings, LLC$2.5M1
159HSBC HOLDINGS PLC$2.4M1
160Arizona State Retirement System$2.4M1
161Daiwa Securities Group Inc.$2.3M1
162INTREPID CAPITAL MANAGEMENT INC$2.3M1
163GHP Investment Advisors, Inc.$2.3M1
164Edgestream Partners, L.P.$2.3M1
165WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.2M1
166Vestmark Advisory Solutions, Inc.$2.1M1
167ELEVATION POINT WEALTH PARTNERS, LLC$2.1M1
168COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.1M1
169Vanguard Investments Australia, Ltd.$2.1M1
170STATE OF MICHIGAN RETIREMENT SYSTEM$2.0M1
171BANK OF MONTREAL /CAN/$1.9M1
172CWM, LLC$1.9M1
173NewEdge Wealth, LLC$1.9M1
174NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.9M1
175Orion Porfolio Solutions, LLC$1.9M1
176Diversified Trust Co$1.8M1
177OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.8M1
178Focus Partners Wealth$1.7M1
179Clearstead Advisors, LLC$1.7M1
180Vident Advisory, LLC$1.7M1
181Freestone Grove Partners LP$1.7M1
182Rockefeller Capital Management L.P.$1.7M1
183RBF Capital, LLC$1.7M1
184NorthCrest Asset Manangement, LLC$1.7M1
185LEVEL FOUR ADVISORY SERVICES, LLC$1.6M1
186Linden Thomas Advisory Services, LLC$1.6M1
187Brevan Howard Capital Management LP$1.6M1
188Ameritas Investment Partners, Inc.$1.6M1
189Fiduciary Group, LLC$1.5M1
190Rehmann Capital Advisory Group$1.5M1
191Morningstar Investment Management LLC$1.5M1
192Vanguard Personalized Indexing Management, LLC$1.5M1
193EDENTREE ASSET MANAGEMENT Ltd$1.5M1
194Numerai GP LLC$1.5M1
195ALPS ADVISORS INC$1.5M1
196O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.5M1
197Summit Trail Advisors, LLC$1.4M1
198Utah Retirement Systems$1.4M1
199IEQ CAPITAL, LLC$1.4M1
200Pictet Asset Management Holding SA$1.4M1
201Apollon Wealth Management, LLC$1.4M1
202J. Safra Sarasin Holding AG$1.4M1
203VICTORY CAPITAL MANAGEMENT INC$1.4M1
204Evercore Wealth Management, LLC$1.4M1
205Atria Investments, Inc$1.3M1
206&PARTNERS$1.3M1
207HB Wealth Management, LLC$1.3M1
208OSAIC HOLDINGS, INC.$1.3M1
209Tidal Investments LLC$1.3M1
210TRUIST FINANCIAL CORP$1.2M1
211BAILARD, INC.$1.2M1
212WINTON GROUP Ltd$1.2M1
213Regents Gate Capital LLP$1.2M1
214NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.2M1
215XPONANCE LLC$1.2M1
216Radnor Capital Management, LLC$1.2M1
217MEEDER ASSET MANAGEMENT INC$1.1M1
218Kestra Advisory Services, LLC$1.1M1
219Advisors Asset Management, Inc.$1.1M1
220PRINCIPAL SECURITIES, INC.$1.1M1
221AIGEN INVESTMENT MANAGEMENT, LP$1.0M1
222BROWN ADVISORY INC$1.0M1
223Allspring Global Investments Holdings, LLC$968K1
224Van Hulzen Asset Management, LLC$941K1
225PRIVATE CLIENT SERVICES, LLC$940K1
226Empowered Funds, LLC$908K1
227SALEM INVESTMENT COUNSELORS INC$903K1
228Twelve Points Wealth Management LLC$901K1
229US BANCORP \DE\$879K1
230Polymer Capital Management (US) LLC$861K1
231Bridgefront Capital, LLC$842K1
232Berkeley Capital Partners, LLC$827K1
233Quantbot Technologies LP$814K1
234Ferguson Shapiro LLC$813K1
235Illumine Investment Management, LLC$808K1
236BENJAMIN EDWARDS INC$783K1
237Arcus Capital Partners, LLC$741K1
238NewEdge Advisors, LLC$723K1
239QUADRANT CAPITAL GROUP LLC$699K1
240PANAGORA ASSET MANAGEMENT INC$699K1
241GATEWAY INVESTMENT ADVISERS LLC$695K1
242MACKENZIE FINANCIAL CORP$688K1
243WBI INVESTMENTS, LLC$660K1
244SECURIAN ASSET MANAGEMENT, INC$648K1
245Verition Fund Management LLC$646K1
246SVB WEALTH LLC$638K1
247Register Financial Advisors LLC$629K1
248RITHOLTZ WEALTH MANAGEMENT$580K1
249HighTower Advisors, LLC$575K1
250Heritage Investment Group, Inc.$561K1
251IMC-Chicago, LLC$549K1
252MTM Investment Management, LLC$547K1
253RENAISSANCE TECHNOLOGIES LLC$544K1
254Federation des caisses Desjardins du Quebec$532K1
255Legacy Wealth Asset Management, LLC$529K1
256Laird Norton Wetherby Trust Company, LLC$528K1
257SouthState Bank Corp$503K1
258Sequoia Financial Advisors, LLC$498K1
259Waverly Advisors, LLC$495K1
260Chicago Partners Investment Group LLC$486K1
261Sumitomo Mitsui Trust Group, Inc.$483K1
262BEACON INVESTMENT ADVISORS LLC$482K1
263DnB Asset Management AS$479K1
264Sanctuary Advisors, LLC$470K1
265MIRABELLA FINANCIAL SERVICES LLP$468K1
266Maryland State Retirement & Pension System$465K1
267Pinnacle Financial Partners, Inc.$461K1
268Aster Capital Management (DIFC) Ltd$456K1
269Ensign Peak Advisors, Inc$445K1
270BEACON INVESTMENT ADVISORY SERVICES, INC.$443K1
271Independent Advisor Alliance$439K1
272Gateway Wealth Partners, LLC$433K1
273denkapparat Operations GmbH$428K1
274Crossmark Global Holdings, Inc.$414K1
275Berman McAleer LLC$414K1
276Capital Investment Advisors, LLC$407K1
277Badgley Phelps Wealth Managers, LLC$405K1
2781832 Asset Management L.P.$402K1
279Merit Financial Group, LLC$391K1
280JOHNSON INVESTMENT COUNSEL INC$390K1
281Inspire Investing, LLC$382K1
282CITADEL ADVISORS LLC$374K1
283ISTHMUS PARTNERS, LLC$371K1
284First City Capital Management, Inc.$368K1
285LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$368K1
286VestGen Advisors, LLC$366K1
287Mirae Asset Global Investments Co., Ltd.$366K1
288B.O.S.S. Retirement Advisors, LLC$365K1
289Apella Capital, LLC$362K1
290Sivia Capital Partners, LLC$353K1
291JANE STREET GROUP, LLC$351K1
292BURNEY CO/$346K1
293MQS Management LLC$345K1
294EVERGREEN CAPITAL MANAGEMENT LLC$344K1
295ProShare Advisors LLC$343K1
296Tower Research Capital LLC (TRC)$341K1
297COLDSTREAM CAPITAL MANAGEMENT INC$339K1
298Resonant Capital Advisors, LLC$336K1
299LECAP ASSET MANAGEMENT LTD$323K1
300NATIXIS$323K1
301PERSONAL CFO SOLUTIONS, LLC$314K1
302EP Wealth Advisors, LLC$313K1
303Concurrent Investment Advisors, LLC$310K1
304MONTAG A & ASSOCIATES INC$309K1
305KANAWHA CAPITAL MANAGEMENT LLC$301K1
306Fifth Third Wealth Advisors LLC$291K1
307SHELTON CAPITAL MANAGEMENT$288K1
308SAGESPRING WEALTH PARTNERS, LLC$281K1
309GLENMEDE TRUST CO NA$276K1
310CIBC Asset Management Inc$272K1
311Envestnet Portfolio Solutions, Inc.$270K1
312Krilogy Financial LLC$269K1
313State of Wyoming$266K1
314Cooper Financial Group$263K1
315MATHER GROUP, LLC.$262K1
316Ballentine Partners, LLC$262K1
317Focus Partners Advisor Solutions, LLC$256K1
318UNITED CAPITAL FINANCIAL ADVISORS, LLC$254K1
319CAXTON ASSOCIATES LLP$254K1
320Lido Advisors, LLC$253K1
321North Dakota State Investment Board$253K1
322World Investment Advisors$251K1
323CSS LLC/IL$251K1
324WADDELL & ASSOCIATES, LLC$249K1
325GREENLEAF TRUST$247K1
326Blue Trust, Inc.$245K1
327Allworth Financial LP$239K1
328Caitlin John, LLC$239K1
329Banque Cantonale Vaudoise$239K1
330Advisors Capital Management, LLC$237K1
331CATALYST FINANCIAL PARTNERS LLC$234K1
332Wealthfront Advisers LLC$228K1
333CAPSTONE INVESTMENT ADVISORS, LLC$228K1
334Perigon Wealth Management, LLC$226K1
335Ameritas Advisory Services, LLC$223K1
336Baker Avenue Asset Management, LP$219K1
337Fieldview Capital Management, LLC$215K1
338GeoWealth Management, LLC$213K1
339Sound View Wealth Advisors Group, LLC$207K1
340Curi Capital, LLC$205K1
341Compound Planning, Inc.$204K1
342Bull Harbor Capital LLC$200K1
343MAI Capital Management$186K1
344EXCHANGE TRADED CONCEPTS, LLC$176K1
345Atlantic Union Bankshares Corp$171K1
346ACADIAN ASSET MANAGEMENT LLC$163K1
347ASSETMARK, INC$158K1
348Eurizon Capital SGR S.p.A.$153K1
349Hilltop National Bank$133K1
350NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$126K1
351Quarry LP$124K1
352SIGNATUREFD, LLC$117K1
353UMB Bank, n.a.$112K1
354DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$85.2K1
355Wilmington Savings Fund Society, FSB$84.1K1
356New Age Alpha Advisors, LLC$80.7K1
357Arax Advisory Partners$73.1K1
358Westfuller Advisors, LLC$60.8K1
359Steward Partners Investment Advisory, LLC$58.6K1
360THRIVENT FINANCIAL FOR LUTHERANS$46.8K1
361Leonteq Securities AG$42.9K1
362SIMPLEX TRADING, LLC$41.8K1
363ESSEX INVESTMENT MANAGEMENT CO LLC$36.7K1
364Westside Investment Management, Inc.$33.9K1
365Transamerica Financial Advisors, LLC$28.6K1
366Keating Financial Advisory Services, Inc.$28.3K1
367Measured Wealth Private Client Group, LLC$26.9K1
368Parkside Financial Bank & Trust$25.8K1
369True Wealth Design, LLC$23.5K1
370DANSKE BANK A/S$22.4K1
371DELTA ASSET MANAGEMENT LLC/TN$21.9K1
372FINANCIAL CONSULATE, INC$21.0K1
373ENTRUST FINANCIAL LLC$21.0K1
374Miller Capital Partners, Inc.$20.7K1
375CENTRAL TRUST Co$19.6K1
376Basecamp Wealth Advisors LLC$18.8K1
377Larson Financial Group LLC$17.9K1
378Walleye Trading LLC$17.4K1
379Global X Japan Co., Ltd.$17.4K1
380Treasurer of the State of North Carolina$17.1K1
381Bayforest Capital Ltd$14.6K1
382ATWOOD & PALMER INC$14.3K1
383ELEVATION WEALTH PARTNERS, LLC$13.7K1
384Smartleaf Asset Management LLC$13.6K1
385JFS WEALTH ADVISORS, LLC$11.8K1
386ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$11.2K1
387Bell Investment Advisors, Inc$11.2K1
388Mitsubishi UFJ Asset Management Co., Ltd.$10.9K1
389NEW YORK STATE TEACHERS RETIREMENT SYSTEM$9.6K1
390CVA Family Office, LLC$8.7K1
391SJS Investment Consulting Inc.$8.1K1
392Frazier Financial Advisors, LLC$7.8K1
393Pinnacle Wealth Planning Services, Inc.$7.8K1
394Sachetta, LLC$7.6K1
395FARMERS & MERCHANTS INVESTMENTS INC$7.0K1
396KBC Group NV$7.0K1
397Plato Investment Management Ltd$6.4K1
398Signature Equity Partners, LLC$6.2K1
399Ritter Daniher Financial Advisory LLC / DE$6.2K1
400Asset Dedication, LLC$5.6K1
401WealthCollab, LLC$5.6K1
402EVOLUTION WEALTH MANAGEMENT INC.$5.6K1
403SBI Securities Co., Ltd.$5.3K1
404JPL Wealth Management, LLC$5.0K1
405CANADA LIFE ASSURANCE Co$5.0K1
406BROWN, LISLE/CUMMINGS, INC.$4.5K1
407Private Wealth Management Group, LLC$4.5K1
408DekaBank Deutsche Girozentrale$4.3K1
409ALGERT GLOBAL LLC$4.2K1
410AMALGAMATED BANK$3.9K1
411Grove Bank & Trust$3.4K1
412Clearstead Trust, LLC$3.4K1
413Fairman Group, LLC$3.4K1
414Rialto Wealth Management, LLC$3.4K1
415MidFirst Bank$3.4K1
416Marquette Asset Management, LLC$3.1K1
417United Financial Planning Group LLC$2.8K1
418Salomon & Ludwin, LLC$2.7K1
419CBIZ Investment Advisory Services, LLC$2.2K1
420Cassaday & Co Wealth Management LLC$2.0K1
421NEW MEXICO EDUCATIONAL RETIREMENT BOARD$1.8K1
422DiNuzzo Private Wealth, Inc.$1.7K1
423PARK AVENUE SECURITIES LLC$1.5K1
424Cromwell Holdings LLC$1.4K1
425WPG Advisers, LLC$1.4K1
426PICTON MAHONEY ASSET MANAGEMENT$1.1K1
427Investors Portfolio Services LLC$8541
428State of Alaska, Department of Revenue$8471
429Manchester Capital Management LLC$8411
430Prestige Wealth Management Group LLC$8411
431Elevated Capital Advisors, LLC$8411
432HFM Investment Advisors, LLC$8411
433Vestcor Inc$6931
434Physician Wealth Advisors, Inc.$5611
435Quaker Wealth Management, LLC$2811
436S&CO INC$2801
437Vermillion Wealth Management, Inc.$2801
438Nemes Rush Group LLC$2801
439Murphy & Mullick Capital Management Corp$2801
440Hayek Kallen Investment Management$2531
441Claret Asset Management Corp$2121
442Employees Retirement System of Texas$921
443Penserra Capital Management LLC$461
444HAZLETT, BURT & WATSON, INC.$351
445CX Institutional$161
446Centerpoint Advisors, LLC$71
447VALLEY NATIONAL ADVISERS INC$11
448Activest Wealth Management$01
449Jefferies Financial Group Inc.$01
450VANGUARD GROUP INC$01
451COMMONWEALTH EQUITY SERVICES, LLC$01
452HANCOCK WHITNEY CORP$01
453HARBOUR INVESTMENTS, INC.$01
454Brandywine Global Investment Management, LLC$01
455TOTH FINANCIAL ADVISORY CORP$01
456COMERICA BANK$01
457GLOBEFLEX CAPITAL L P$01
458NATIONAL BANK OF CANADA /FI/$01
459TORONTO DOMINION BANK$01
460VIRGINIA RETIREMENT SYSTEMS ET Al$01
461COMMERCE BANK$01
462PARSONS CAPITAL MANAGEMENT INC/RI$01
463ARVEST INVESTMENTS, INC.$01
464POLEN CAPITAL MANAGEMENT LLC$01
465FIRST CITIZENS BANK & TRUST CO$01
466EASTERN BANK$01
467ALLIANZ SE$01
468PROFUND ADVISORS LLC$01
469WEDBUSH SECURITIES INC$01
470ADAGE CAPITAL PARTNERS GP, L.L.C.$01
471CREDIT AGRICOLE S A$01
472FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$01
473CIBC Private Wealth Group LLC$01
474Graham Capital Management, L.P.$01
475Allen Investment Management, LLC$01
476GSA CAPITAL PARTNERS LLP$01
477NORGES BANK$01
478SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$01
479Artisan Partners Limited Partnership$01
480HRT FINANCIAL LP$01
481TWO SIGMA ADVISERS, LP$01
482Voleon Capital Management LP$01
483Meiji Yasuda Asset Management Co Ltd.$01
484Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$01
485Genus Capital Management Inc.$01
486Skandinaviska Enskilda Banken AB (publ)$01
487Palestra Capital Management LLC$01
488JNBA Financial Advisors$01
489Strategic Global Advisors, LLC$01
490Battery Global Advisors, LLC$01
491Composition Wealth, LLC$01
492Interval Partners, LP$01
493Point72 Asset Management, L.P.$01
494Fort Sheridan Advisors LLC$01
495Caprock Group, LLC$01
496Trexquant Investment LP$01
497Sowell Financial Services LLC$01
498Wealthspire Advisors, LLC$01
499Schonfeld Strategic Advisors LLC$01
500CHOREO, LLC$01
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 AYI

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for AYI · financials and macro

Financials — as filed PLANNED

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