Public record / Tickers / B

B — BARRICK MINING CORP

Both disclosure regimes on one name: who in Congress filed about B, 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
2
all PTR rows naming B
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
12-30
filed 2014-12-30
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

Bob Gibbs · $1.0K–$15.0K

Sale · traded 2014-12-23 → filed 2014-12-30. Ranked over every B row by the provable lower bound, never a point estimate.

No member disclosed B 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.

Every row filed inside 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 B 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 B · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning B
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2014-12-30Bob Gibbs R–OH-7SaleTraded 12-23 +7d$1K–$15K
2014-01-22Bob Gibbs R–OH-7PurchaseTraded 01-15 +7d$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 2 ↗

Members active in B

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

No member disclosed B in the trailing 12 months.

Congress ↔ notable managers · B

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 Bridgewater Associates $126M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · BARRICK MINING CORPORATION

Merged timeline of congressional filings and notable-manager moves on B
DateWhoChangeSize
2026-05-20Oaktree Capital Management 13Ftrim−350,259 sh
2026-05-15Bridgewater Associates 13Fadd+592,734 sh
2026-05-15Gotham Asset Management 13Ftrim−26,241 sh
2026-05-15Moore Capital Management 13Fexit−745,761 sh
2026-05-14Caxton Associates 13Fexit−5,988,986 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

Top institutional holders of B for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1Capital International Investors$2.6B1
2BlackRock, Inc.$2.3B1
3ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1.9B1
4VANGUARD CAPITAL MANAGEMENT LLC$1.9B1
5ROYAL BANK OF CANADA$1.6B1
6BANK OF MONTREAL /CAN/$1.4B1
7Capital World Investors$1.2B1
8FIL Ltd$1.0B1
9MORGAN STANLEY$956M1
10TD ASSET MANAGEMENT INC$881M1
11CIBC Asset Management Inc$860M1
12First Eagle Investment Management, LLC$839M1
13MACKENZIE FINANCIAL CORP$808M1
14FMR LLC$684M1
15CIBC WORLD MARKET INC.$647M1
16CANADA PENSION PLAN INVESTMENT BOARD$626M1
17MANUFACTURERS LIFE INSURANCE COMPANY, THE$612M1
18VANGUARD FIDUCIARY TRUST CO$599M1
19DIMENSIONAL FUND ADVISORS LP$563M1
20Ninety One UK Ltd$486M1
21Invesco Ltd.$457M1
22WELLINGTON MANAGEMENT GROUP LLP$372M1
23Connor, Clark & Lunn Investment Management Ltd.$351M1
24BANK OF AMERICA CORP /DE/$348M1
25FRANKLIN RESOURCES INC$341M1
26Amundi$310M1
27TWO SIGMA INVESTMENTS, LP$299M1
28Legal & General Group Plc$294M1
29D. E. Shaw & Co., Inc.$288M1
30MILLENNIUM MANAGEMENT LLC$285M1
31Vanguard Global Advisers, LLC$282M1
32TORONTO DOMINION BANK$273M1
33UBS Group AG$273M1
34TD Waterhouse Canada Inc.$263M1
35Man Group plc$248M1
36Orbis Allan Gray Ltd$246M1
37AQR CAPITAL MANAGEMENT LLC$239M1
38Swiss National Bank$232M1
39RENAISSANCE TECHNOLOGIES LLC$223M1
40CHARLES SCHWAB INVESTMENT MANAGEMENT INC$206M1
41JANE STREET GROUP, LLC$186M1
42BANK OF NOVA SCOTIA$169M1
43Allianz Asset Management GmbH$169M1
44Evergreen Quality Fund GP, Ltd.$169M1
45Capital International, Inc./CA/$160M1
46LETKO, BROSSEAU & ASSOCIATES INC$158M1
47LAZARD ASSET MANAGEMENT LLC$157M1
48AMERICAN CENTURY COMPANIES INC$154M1
49NATIONAL BANK OF CANADA /FI/$153M1
50Russell Investments Group, Ltd.$147M1
51ALLIANZ SE$131M1
52MASSACHUSETTS FINANCIAL SERVICES CO /MA/$131M1
53Bridgewater Associates, LP$126M1
54VANGUARD ASSET MANAGEMENT, Ltd$124M1
55VOLORIDGE INVESTMENT MANAGEMENT, LLC$116M1
56PICTON MAHONEY ASSET MANAGEMENT$114M1
57Employees Provident Fund Board$114M1
58Qube Research & Technologies Ltd$111M1
59OAKTREE CAPITAL MANAGEMENT LP$107M1
60RAYMOND JAMES FINANCIAL INC$101M1
61MUFG Securities EMEA plc$98.7M1
62Korea Investment CORP$97.5M1
63WELLS FARGO & COMPANY/MN$91.6M1
64BALYASNY ASSET MANAGEMENT L.P.$89.9M1
65SUSQUEHANNA INTERNATIONAL GROUP, LLP$88.9M1
66DEUTSCHE BANK AG\$88.3M1
67BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$84.2M1
68Scheer, Rowlett & Associates Investment Management Ltd.$83.6M1
69SCHRODER INVESTMENT MANAGEMENT GROUP$80.9M1
70Perpetual Ltd$76.8M1
71Nuveen, LLC$74.4M1
72EQUITY INVESTMENT CORP$71.4M1
73CITIGROUP INC$69.0M1
74HSBC HOLDINGS PLC$65.2M1
75SPROTT INC.$65.2M1
76Allspring Global Investments Holdings, LLC$63.3M1
77CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.7M1
78NORTHERN TRUST CORP$61.9M1
79Federation des caisses Desjardins du Quebec$61.0M1
80Cannell & Spears LLC$58.2M1
81AVIVA PLC$57.8M1
82DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$56.9M1
83Point72 Asset Management, L.P.$56.3M1
84Gemsstock Ltd.$55.6M1
85BNP Paribas Asset Management Holding S.A.$55.1M1
86Vontobel Holding Ltd.$44.3M1
87Quadrature Capital Ltd$42.3M1
88ENVESTNET ASSET MANAGEMENT INC$42.2M1
89INTACT INVESTMENT MANAGEMENT INC.$37.7M1
90Groupe la Francaise$37.1M1
91Long Focus Capital Management, LLC$36.7M1
92WESTWOOD HOLDINGS GROUP INC$35.1M1
93GUARDIAN CAPITAL LP$34.7M1
94LPL Financial LLC$34.3M1
95PUBLIC SECTOR PENSION INVESTMENT BOARD$32.4M1
96Vanguard Investments Australia, Ltd.$32.1M1
97Trexquant Investment LP$30.7M1
98Pictet Asset Management Holding SA$28.0M1
99STIFEL FINANCIAL CORP$27.9M1
100Investment Management Corp of Ontario$27.9M1
101Empyrean Capital Partners, LP$27.2M1
102DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$27.2M1
103PANAGORA ASSET MANAGEMENT INC$27.1M1
104Jump Financial, LLC$26.5M1
105PKO Investment Management Joint-Stock Co$26.0M1
106EXCHANGE TRADED CONCEPTS, LLC$25.7M1
107SCOTIA CAPITAL INC.$25.7M1
108Zurcher Kantonalbank (Zurich Cantonalbank)$25.4M1
109Purpose Unlimited Inc.$24.0M1
110COOKSON PEIRCE & CO INC$23.6M1
111FORA Capital, LLC$23.0M1
112Kopernik Global Investors, LLC$22.8M1
113STATE OF WISCONSIN INVESTMENT BOARD$22.5M1
114Artemis Investment Management LLP$22.1M1
115Maryland State Retirement & Pension System$22.0M1
116Palliser Capital (UK) Ltd$21.4M1
117HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$20.9M1
118NATIXIS$20.7M1
119Mitsubishi UFJ Trust & Banking Corp$20.4M1
120Grantham, Mayo, Van Otterloo & Co. LLC$20.3M1
121Rockefeller Capital Management L.P.$20.2M1
122Zurich Insurance Group Ltd/FI$20.1M1
123GUGGENHEIM CAPITAL LLC$19.9M1
124HighTower Advisors, LLC$19.6M1
125Yaupon Capital Management LP$19.2M1
126COMMONWEALTH EQUITY SERVICES, LLC$18.8M1
127UniSuper Management Pty Ltd$18.4M1
128Alberta Investment Management Corp$18.4M1
129Y-Intercept (Hong Kong) Ltd$17.6M1
130EVEXIA WEALTH LLC$17.4M1
131INTECH INVESTMENT MANAGEMENT LLC$17.3M1
132Engineers Gate Manager LP$17.0M1
133683 Capital Management, LLC$16.3M1
134Sagil Capital LLP$16.3M1
135Janus Henderson Group Ltd.$16.0M1
1361832 Asset Management L.P.$15.5M1
137AustralianSuper Pty Ltd$15.5M1
138SIG North Trading, ULC$14.3M1
139RIPOSTE CAPITAL LLC$14.3M1
140LANSDOWNE PARTNERS (UK) LLP$14.0M1
141Cetera Investment Advisers$13.5M1
142JUPITER ASSET MANAGEMENT LTD$13.2M1
143USS Investment Management Ltd$13.0M1
144Crossmark Global Holdings, Inc.$12.6M1
145Mariner, LLC$12.1M1
146SEI INVESTMENTS CO$12.1M1
147Eurizon Capital SGR S.p.A.$11.9M1
148Greenfield Seitz Capital Management, LLC$11.6M1
149Northwest & Ethical Investments L.P.$11.4M1
150Recurrent Investment Advisors LLC$11.4M1
151SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$11.3M1
152Creative Planning$11.3M1
153TOCQUEVILLE ASSET MANAGEMENT L.P.$10.9M1
154Moran Wealth Management, LLC$10.9M1
155ALLIANCEBERNSTEIN L.P.$10.8M1
156Verition Fund Management LLC$10.7M1
157VectorGlobal IAG, Inc.$10.7M1
158Skylands Capital, LLC$10.7M1
159CITADEL ADVISORS LLC$10.7M1
160UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$10.6M1
161Parallax Volatility Advisers, L.P.$10.4M1
162Plancorp, LLC$10.3M1
163ADAGE CAPITAL PARTNERS GP, L.L.C.$10.2M1
164SEB Asset Management AB$10.1M1
165Squarepoint Ops LLC$10.1M1
166Lafayette Investments, Inc.$10.0M1
167SummitTX Capital, L.P.$9.7M1
168Capital Group Private Client Services, Inc.$9.6M1
169Qsemble Capital Management, LP$9.6M1
170Marex Group Ltd$9.2M1
171ING GROEP NV$9.2M1
172Crocodile Capital Partners GmbH$9.1M1
173Empowered Funds, LLC$8.8M1
174Glass Wealth Management Co LLC$8.8M1
175PRINCIPAL FINANCIAL GROUP INC$8.8M1
176JCIC Asset Management Inc.$8.8M1
177Vident Advisory, LLC$8.6M1
178SEAVIEW INVESTMENT MANAGERS LLC$8.6M1
179Kestra Advisory Services, LLC$8.6M1
180ARIEL INVESTMENTS, LLC$8.5M1
181Walleye Capital LLC$8.4M1
182Gunderson Capital Management LLC$8.3M1
183OPPENHEIMER ASSET MANAGEMENT INC.$8.1M1
184FIRST TRUST ADVISORS LP$8.1M1
185UNITED CAPITAL FINANCIAL ADVISORS, LLC$8.0M1
186OSAIC HOLDINGS, INC.$7.9M1
187Utah Retirement Systems$7.4M1
188PROFUND ADVISORS LLC$7.4M1
189Oaktree Fund Advisors, LLC$7.3M1
190Mubadala Investment Co PJSC$6.9M1
191O'SHAUGHNESSY ASSET MANAGEMENT, LLC$6.7M1
192Lighthouse Investment Partners, LLC$6.5M1
193Bronte Capital Management Pty Ltd.$6.5M1
194Capital International Sarl$6.4M1
195Quantinno Capital Management LP$6.3M1
196Westchester Capital Management, LLC$6.3M1
197BARINGS LLC$6.3M1
198Walleye Trading LLC$6.3M1
199Metis Global Partners, LLC$6.2M1
200ExodusPoint Capital Management, LP$6.2M1
201Harvest Portfolios Group Inc.$6.2M1
202Swiss Life Asset Management Ltd$6.0M1
203Cerity Partners LLC$5.9M1
204FengHe Fund Management Pte. Ltd.$5.7M1
205BW Gestao de Investimentos Ltda.$5.7M1
206GROUP ONE TRADING LLC$5.6M1
207WORLDQUANT MILLENNIUM ADVISORS LLC$5.6M1
208Ninety One North America, Inc.$5.5M1
209Integrated Wealth Concepts LLC$5.5M1
210IMC-Chicago, LLC$5.3M1
211Game Creek Capital, LP$5.3M1
212Maven Securities LTD$5.2M1
213BCV Asset Management Inc.$5.2M1
214Pathstone Holdings, LLC$5.2M1
215MARATHON CAPITAL MANAGEMENT$5.1M1
216Numerai GP LLC$5.1M1
217Red Door Wealth Management, LLC$5.0M1
218Aquatic Capital Management LLC$4.9M1
219Pacifica Partners Inc.$4.9M1
220Caprock Group, LLC$4.9M1
221Wealth High Governance Asset Management Ltda.$4.9M1
222Banco Santander, S.A.$4.8M1
223Genus Capital Management Inc.$4.8M1
224Uncommon Cents Investing LLC$4.7M1
225STANSBERRY ASSET MANAGEMENT, LLC$4.6M1
226Regal Investment Advisors LLC$4.5M1
227CREDIT AGRICOLE S A$4.4M1
228MML INVESTORS SERVICES, LLC$4.4M1
229BOS Asset Management, LLC$4.4M1
230FLPUTNAM INVESTMENT MANAGEMENT CO$4.4M1
231FLAX POND CAPITAL, LLC$4.4M1
232Hartree Partners, LP$4.3M1
233CVFG LLC$4.3M1
234MATTERS CAPITAL LLC$4.2M1
235Patriot Financial Group Insurance Agency, LLC$4.2M1
236SAPIENT CAPITAL LLC$4.1M1
237SUMMIT SECURITIES GROUP LLC$4.1M1
238Daiwa Securities Group Inc.$4.0M1
239Ashton Thomas Private Wealth, LLC$4.0M1
240DAVENPORT & Co LLC$3.9M1
241Oppenheimer & Close, LLC$3.9M1
242PCJ Investment Counsel Ltd.$3.9M1
243Orion Porfolio Solutions, LLC$3.8M1
244McAlvany Wealth Management LLC$3.8M1
245Turas Capital Management LP$3.7M1
246Financial Sense Advisors, Inc.$3.7M1
247Summit Financial, LLC$3.6M1
248BANQUE PICTET & CIE SA$3.6M1
249Aviso Financial Inc.$3.6M1
250Pullen Investment Management, LLC$3.5M1
251BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$3.4M1
252ICON ADVISERS INC/CO$3.4M1
253ASSETMARK, INC$3.3M1
254CastleKnight Management LP$3.3M1
255Baird Financial Group, Inc.$3.2M1
256DRW Securities, LLC$3.2M1
257SouthState Bank Corp$3.2M1
258Camarda Financial Advisors, LLC$3.2M1
259Tidal Investments LLC$3.1M1
260NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.1M1
261apricus wealth, LLC$3.1M1
262Quilter Plc$3.0M1
263MERIDIAN INVESTMENT COUNSEL INC.$3.0M1
264OMERS ADMINISTRATION Corp$3.0M1
265D.A. DAVIDSON & CO.$2.9M1
266Alliance Private Wealth, LLC$2.9M1
267INDEPENDENT FINANCIAL GROUP, LLC$2.8M1
268ROYAL LONDON ASSET MANAGEMENT LTD$2.8M1
269Axiom Investment Management LLC$2.8M1
270GeoSphere Capital Management, LLC$2.8M1
271Vanguard Personalized Indexing Management, LLC$2.8M1
272Magnetar Financial LLC$2.8M1
273WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.7M1
274Bleakley Financial Group, LLC$2.7M1
275BTG Pactual Asset Management US LLC$2.7M1
276Sigma Planning Corp$2.7M1
277Vise Technologies, Inc.$2.7M1
278BOOTHBAY FUND MANAGEMENT, LLC$2.7M1
279Koa Wealth Management, LLC$2.7M1
280Prospera Financial Services Inc$2.6M1
281Ensign Peak Advisors, Inc$2.6M1
282WHITENER CAPITAL MANAGEMENT, INC.$2.6M1
283Corient Private Wealth LLC$2.5M1
284CONTINENTAL ADVISORS LLC$2.5M1
285RITHOLTZ WEALTH MANAGEMENT$2.5M1
286OLD MISSION CAPITAL LLC$2.5M1
287TRUIST FINANCIAL CORP$2.5M1
288TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$2.5M1
289Clear Harbor Asset Management, LLC$2.5M1
290E Fund Management Co., Ltd.$2.4M1
291KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$2.4M1
292&PARTNERS$2.4M1
293Great Diamond Partners, LLC$2.3M1
294CAPSTONE INVESTMENT ADVISORS, LLC$2.3M1
295MACQUARIE GROUP LTD$2.3M1
296RFG Advisory, LLC$2.3M1
297Focus Partners Wealth$2.3M1
298Smith Group Asset Management, LLC$2.3M1
299BUFFALO BUSINESS & ESTATE SERVICES LTD$2.2M1
300Private Advisor Group, LLC$2.2M1
301Independent Advisor Alliance$2.2M1
302FACTORY MUTUAL INSURANCE CO$2.1M1
303Clayton Partners LLC$2.1M1
304Merit Financial Group, LLC$2.1M1
305Finivi Inc.$2.1M1
306Annis Gardner Whiting Capital Advisors, LLC$2.1M1
307U.S. Capital Wealth Advisors, LLC$2.1M1
308Catalyst Capital Advisors LLC$2.0M1
309Schonfeld Strategic Advisors LLC$2.0M1
310Headlands Technologies LLC$2.0M1
311FIDUCIARY TRUST CO$2.0M1
312BLAIR WILLIAM & CO/IL$2.0M1
313XML Financial, LLC$2.0M1
314Compound Planning, Inc.$2.0M1
315KESTRA PRIVATE WEALTH SERVICES, LLC$1.9M1
316Steward Partners Investment Advisory, LLC$1.9M1
317IEQ CAPITAL, LLC$1.9M1
318Lido Advisors, LLC$1.8M1
319Fiera Capital Corp$1.8M1
320Advisors Asset Management, Inc.$1.8M1
321Lombard Odier Asset Management (Switzerland) SA$1.8M1
322Blue Trust, Inc.$1.8M1
323Qtron Investments LLC$1.8M1
324NewEdge Wealth, LLC$1.8M1
325MMBG INVESTMENT ADVISORS CO.$1.8M1
326Lebenthal Global Advisors, LLC$1.8M1
327BURNEY CO/$1.7M1
328HUB Investment Partners, LLC$1.7M1
329OXFORD ASSET MANAGEMENT LLP$1.7M1
330Enclave Advisors LLC$1.7M1
331Fideuram Asset Management (Ireland) dac$1.7M1
332NewEdge Advisors, LLC$1.7M1
333Cresset Asset Management, LLC$1.7M1
334M&T BANK CORP$1.7M1
335LaSalle St. Investment Advisors, LLC$1.7M1
336Perigon Wealth Management, LLC$1.7M1
337Hudson Bay Capital Management LP$1.7M1
338Rezny Wealth Management, Inc.$1.6M1
339Integrated Quantitative Investments LLC$1.6M1
340Moors & Cabot, Inc.$1.6M1
341LEVEL FOUR ADVISORY SERVICES, LLC$1.6M1
342Mount Lucas Management LP$1.6M1
343Laird Norton Wetherby Trust Company, LLC$1.6M1
344SIGNATUREFD, LLC$1.6M1
345Vestmark Advisory Solutions, Inc.$1.6M1
346Spark Investment Management LLC$1.6M1
347Evelyn Partners Investment Management Services Ltd$1.5M1
348CLOVERFIELDS CAPITAL GROUP, LP$1.5M1
349Assenagon Asset Management S.A.$1.5M1
350STEPHENS INC /AR/$1.5M1
351Gibbs Wealth Management$1.5M1
352MERCER GLOBAL ADVISORS INC /ADV$1.5M1
353Peregrine Asset Advisers, Inc.$1.5M1
354Bay Capital Advisors, LLC$1.5M1
355Sequoia Financial Advisors, LLC$1.5M1
356BENJAMIN EDWARDS INC$1.5M1
357Comprehensive Money Management Services LLC$1.5M1
358Inspire Advisors, LLC$1.5M1
359Wahed Invest LLC$1.5M1
360Great Lakes Retirement, Inc.$1.4M1
361Atria Investments, Inc$1.4M1
362INSIGHT 2811, INC.$1.4M1
363SILVERLAKE WEALTH MANAGEMENT LLC$1.3M1
364Addenda Capital Inc.$1.3M1
365NOMURA HOLDINGS INC$1.3M1
366Cadence Wealth Management LLC$1.3M1
367Realta Investment Advisors$1.3M1
368Bank OZK$1.3M1
369Widmann Financial Services, Inc.$1.3M1
370Laurion Capital Management LP$1.3M1
371OPPENHEIMER & CO INC$1.3M1
372MINDSET WEALTH MANAGEMENT, LLC$1.3M1
373HUSSMAN STRATEGIC ADVISORS, INC.$1.2M1
374QUADRANT CAPITAL GROUP LLC$1.2M1
375Legacy Wealth Asset Management, LLC$1.2M1
376Beacon Pointe Advisors, LLC$1.2M1
377Balboa Wealth Partners$1.2M1
378VOYA INVESTMENT MANAGEMENT LLC$1.2M1
379DIVERSIFY WEALTH MANAGEMENT, LLC$1.2M1
380J.W. COLE ADVISORS, INC.$1.2M1
381Portside Wealth Group, LLC$1.2M1
382US BANCORP \DE\$1.2M1
383FORTRESS PRIVATE LEDGER, LLC$1.2M1
384Oak Asset Management, LLC$1.2M1
385Savant Capital, LLC$1.2M1
386Arista Wealth Management, LLC$1.1M1
387Savvy Advisors, Inc.$1.1M1
388XTX Topco Ltd$1.1M1
389Vanguard National Trust Co$1.1M1
390Eddie Patel Inc$1.1M1
391HighPoint Advisor Group LLC$1.1M1
392Caldwell Trust Co$1.1M1
393Mesirow Financial Investment Management, Inc.$1.1M1
394LGT Fund Management Co Ltd.$1.1M1
395UMB Bank, n.a.$1.0M1
396HHLR ADVISORS, LTD.$1.0M1
397Stratos Wealth Partners, LTD.$1.0M1
398EVOLVE PRIVATE WEALTH, LLC$1.0M1
399FLC Capital Advisors$1.0M1
400Measured Wealth Private Client Group, LLC$1.0M1
401Clearstead Advisors, LLC$996K1
402Centiva Capital, LP$977K1
403Westerkirk Capital Inc.$972K1
404CWM, LLC$972K1
405PINNACLE ASSOCIATES LTD$958K1
406Greenline Partners, LLC$957K1
407OCCUDO QUANTITATIVE STRATEGIES LP$953K1
408KCM INVESTMENT ADVISORS LLC$947K1
409Banque Transatlantique SA$938K1
410First City Capital Management, Inc.$927K1
411K.J. Harrison & Partners Inc$927K1
412Legend Financial Advisors, Inc.$909K1
413CenterBook Partners LP$902K1
414Pacific Wealth Strategies Group, Inc.$853K1
415MGO ONE SEVEN LLC$848K1
416Jefferies Financial Group Inc.$822K1
417Gordian Capital Singapore Pte Ltd$816K1
418Alan B Lancz & Associates, Inc.$810K1
419Tower Research Capital LLC (TRC)$806K1
420Frisch Financial Group, Inc.$802K1
421Concurrent Investment Advisors, LLC$801K1
422HFR Wealth Management, LLC$784K1
423Venturi Wealth Management, LLC$776K1
424KEYBANK NATIONAL ASSOCIATION/OH$776K1
425Allworth Financial LP$775K1
426PEAK6 LLC$775K1
427LGT Group Foundation$772K1
428Ascent Group, LLC$764K1
429Dynamic Technology Lab Private Ltd$760K1
430Caitlin John, LLC$756K1
431Jain Global LLC$756K1
432Phoenix Financial Ltd.$755K1
433CIDEL ASSET MANAGEMENT INC$754K1
434Focus Partners Advisor Solutions, LLC$748K1
435WINTON GROUP Ltd$747K1
436BROWN ADVISORY INC$741K1
437Hilltop National Bank$714K1
438Havemeyer Place LP$706K1
439Clear Street Group Inc.$696K1
440EFG International AG$682K1
441TWINBEECH CAPITAL LP$681K1
442Sava Infond d.o.o.$673K1
443Saranac Partners Ltd$673K1
444Fractal Investments LLC$669K1
445CHOREO, LLC$666K1
446STATE STREET CORP$657K1
447CAPITAL FINANCIAL GROUP INC\CO\ /ADV$652K1
448MEANS INVESTMENT CO., INC.$649K1
449Oxbow Advisors, LLC$640K1
450Legacy Capital Group California, Inc.$637K1
451Coastal Bridge Advisors, LLC$637K1
452180 WEALTH ADVISORS, LLC$629K1
453NORDEN GROUP LLC$627K1
454QRG CAPITAL MANAGEMENT, INC.$620K1
455Pinpoint Asset Management (Singapore) Pte. Ltd.$598K1
456Compagnie Lombard Odier SCmA$591K1
457AMG National Trust Bank$591K1
458Trek Financial, LLC$590K1
459Balefire, LLC$589K1
460Avanza Fonder AB$588K1
461EXCALIBUR MANAGEMENT CORP$588K1
462WealthTrust Axiom LLC$584K1
463Waverly Advisors, LLC$568K1
464Cardinal Point Capital Management ULC$568K1
465ELEVATION POINT WEALTH PARTNERS, LLC$566K1
466Voleon Capital Management LP$566K1
467Edge Wealth Management LLC$563K1
468Phoenix Wealth Advisors$561K1
469denkapparat Operations GmbH$553K1
470Kiker Wealth Management, LLC$551K1
471State of Wyoming$549K1
472Equitable Holdings, Inc.$549K1
473MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$548K1
474Cedar Wealth Management, LLC$540K1
475Xcel Wealth Management, LLC$533K1
476NWAM LLC$533K1
477TCFG WEALTH MANAGEMENT, LLC$532K1
478TCFG Investment Advisors, LLC$532K1
479CANTOR FITZGERALD, L. P.$523K1
480Wealthcare Advisory Partners LLC$522K1
481Wealthfront Advisers LLC$520K1
482Expressive Wealth LLC$514K1
483Quintet Private Bank (Europe) S.A.$504K1
484Revisor Wealth Management LLC$500K1
485Ninety One SA (PTY) Ltd$498K1
486Kingsview Wealth Management, LLC$497K1
487Aegis Wealth Management LLC$489K1
488Dai-ichi Life Insurance Company, Ltd$489K1
489NLB Skladi, upravljanje premozenja, d.o.o.$489K1
490Callan Family Office, LLC$486K1
491Gotham Asset Management, LLC$484K1
492Larson Financial Group LLC$481K1
493Chemistry Wealth Management LLC$464K1
494OneDigital Investment Advisors LLC$461K1
495World Investment Advisors$460K1
496Mudita Advisors LLP$457K1
497Alessandra Capital Management, LLC$455K1
498AIGEN INVESTMENT MANAGEMENT, LP$452K1
499DRIVE WEALTH MANAGEMENT, LLC$451K1
500Stratos Wealth Advisors, LLC$450K1
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 B

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for B · financials and macro

Financials — as filed PLANNED

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