Public record / Tickers / BC

BC — BRUNSWICK CORP

Both disclosure regimes on one name: who in Congress filed about BC, 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
4
all PTR rows naming BC
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-13
filed 2025-08-13
13F holders
412
top-412 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

Jefferson Shreve · $15.0K–$50.0K

Sale · traded 2025-04-07 → filed 2025-05-08. Ranked over every BC row by the provable lower bound, never a point estimate.

No member disclosed BC 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.

2 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

4 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. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING BC · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning BC
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
2025-05-08Jefferson Shreve R–IN-6SaleTraded 04-07 +31d$15K–$50K
2025-03-09Jefferson Shreve R–IN-6PurchaseTraded 02-24 +13d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 4 ↗

Members active in BC

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

No member disclosed BC in the trailing 12 months.

Congress ↔ notable managers · BC

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 Bridgewater Associates $1.5M held

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

Merged timeline of congressional filings and notable-manager moves on BC
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+43,520 sh
2026-05-15Bridgewater Associates 13Ftrim−58,287 sh
2026-05-01Markel Group 13Fadd+3,500 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 BC for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$449M1
2MASSACHUSETTS FINANCIAL SERVICES CO /MA/$291M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$249M1
4AMERICAN CENTURY COMPANIES INC$222M1
5DIMENSIONAL FUND ADVISORS LP$213M1
6VANGUARD CAPITAL MANAGEMENT LLC$213M1
7BAILLIE GIFFORD & CO$210M1
8HARRIS ASSOCIATES L P$162M1
9STATE STREET CORP$151M1
10AQR CAPITAL MANAGEMENT LLC$143M1
11DEPRINCE RACE & ZOLLO INC$119M1
12Bank of New York Mellon Corp$100M1
13GEODE CAPITAL MANAGEMENT, LLC$87.6M1
14Channing Capital Management, LLC$82.4M1
15FRANKLIN RESOURCES INC$74.4M1
16Copeland Capital Management, LLC$64.8M1
17BANK OF AMERICA CORP /DE/$63.5M1
18RAYMOND JAMES FINANCIAL INC$62.8M1
19PRINCIPAL FINANCIAL GROUP INC$60.2M1
20Turtle Creek Asset Management Inc.$57.3M1
21MORGAN STANLEY$56.0M1
22FMR LLC$54.7M1
23ALLIANCEBERNSTEIN L.P.$52.8M1
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC$47.5M1
25NORTHERN TRUST CORP$46.0M1
26ROYCE & ASSOCIATES LP$44.1M1
27VICTORY CAPITAL MANAGEMENT INC$42.9M1
28LAKEWOOD CAPITAL MANAGEMENT, LP$42.7M1
29Allianz Asset Management GmbH$40.9M1
30FEDERATED HERMES, INC.$34.4M1
31TWO SIGMA INVESTMENTS, LP$31.7M1
32Lightrock Netherlands B.V.$30.7M1
33Gotham Asset Management, LLC$29.6M1
34Lodge Hill Capital, LLC$29.5M1
35VANGUARD FIDUCIARY TRUST CO$29.4M1
36FIL Ltd$29.2M1
37NEW YORK STATE COMMON RETIREMENT FUND$28.8M1
38SCHRODER INVESTMENT MANAGEMENT GROUP$28.5M1
39Global Alpha Capital Management Ltd.$27.2M1
40Divisar Capital Management LLC$25.4M1
41SEI INVESTMENTS CO$19.7M1
42MILLENNIUM MANAGEMENT LLC$18.5M1
43ENVESTNET ASSET MANAGEMENT INC$18.1M1
44UBS Group AG$17.7M1
45UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$13.4M1
46JANE STREET GROUP, LLC$13.4M1
47Swedbank AB$13.1M1
48Invesco Ltd.$12.4M1
49LAZARD ASSET MANAGEMENT LLC$12.1M1
50HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$11.9M1
51Man Group plc$11.6M1
52CITADEL ADVISORS LLC$11.4M1
53Woodline Partners LP$11.2M1
54ROYAL BANK OF CANADA$10.7M1
55ExodusPoint Capital Management, LP$10.3M1
56CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$9.8M1
57STADIUM CAPITAL MANAGEMENT LLC$9.7M1
58Swiss National Bank$9.4M1
59Quantinno Capital Management LP$9.1M1
60WELLS FARGO & COMPANY/MN$8.7M1
61Nuveen, LLC$8.6M1
62AMERIPRISE FINANCIAL INC$7.9M1
63Waratah Capital Advisors Ltd.$7.1M1
64Legal & General Group Plc$6.8M1
65Segment Wealth Management, LLC$6.5M1
66Walleye Capital LLC$6.3M1
67LEVIN CAPITAL STRATEGIES, L.P.$6.3M1
68Mariner, LLC$6.3M1
69PRUDENTIAL FINANCIAL INC$6.0M1
70Atom Investors LP$6.0M1
71Retirement Systems of Alabama$5.8M1
72ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$5.8M1
73CASTLEARK MANAGEMENT LLC$5.8M1
74IEQ CAPITAL, LLC$5.2M1
75HSBC HOLDINGS PLC$5.0M1
76OPPENHEIMER ASSET MANAGEMENT INC.$4.9M1
77TECTONIC ADVISORS LLC$4.6M1
78Mitsubishi UFJ Trust & Banking Corp$4.5M1
79VANGUARD ASSET MANAGEMENT, Ltd$4.3M1
80STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$4.2M1
81Cerity Partners LLC$4.2M1
82Atria Investments, Inc$4.0M1
83CWM, LLC$3.9M1
84MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.9M1
85Creative Planning$3.7M1
86MARKEL GROUP INC.$3.7M1
87BARCLAYS PLC$3.7M1
88Crossmark Global Holdings, Inc.$3.5M1
89STATE OF WISCONSIN INVESTMENT BOARD$3.4M1
90MANUFACTURERS LIFE INSURANCE COMPANY, THE$3.4M1
91Sendero Wealth Management, LLC$3.3M1
92FIFTH THIRD BANCORP$3.2M1
93Summit Trail Advisors, LLC$3.1M1
94GUGGENHEIM CAPITAL LLC$3.1M1
95WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.1M1
96ONTARIO TEACHERS PENSION PLAN BOARD$2.9M1
97CITIGROUP INC$2.8M1
98Cetera Investment Advisers$2.8M1
99MERCER GLOBAL ADVISORS INC /ADV$2.7M1
100Y-Intercept (Hong Kong) Ltd$2.6M1
101VOYA INVESTMENT MANAGEMENT LLC$2.5M1
102STIFEL FINANCIAL CORP$2.5M1
103Oak Thistle LLC$2.5M1
104Dynamic Technology Lab Private Ltd$2.3M1
105MetLife Investment Management, LLC$2.3M1
106Game Creek Capital, LP$2.3M1
107JACOBS LEVY EQUITY MANAGEMENT, INC$2.2M1
108Janus Henderson Group Ltd.$2.1M1
109Ameritas Investment Partners, Inc.$2.1M1
110O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.1M1
111Vanguard Global Advisers, LLC$1.9M1
112State of New Jersey Common Pension Fund D$1.9M1
113Taproot Management LP$1.9M1
114Zurcher Kantonalbank (Zurich Cantonalbank)$1.9M1
115Freestone Grove Partners LP$1.8M1
116Palogic Value Management, L.P.$1.8M1
117Nitor Capital Management LLC$1.8M1
118RIDGECREST WEALTH PARTNERS, LLC$1.7M1
119Pathstone Holdings, LLC$1.7M1
120Universal- Beteiligungs- und Servicegesellschaft mbH$1.7M1
121TEACHER RETIREMENT SYSTEM OF TEXAS$1.6M1
122Trexquant Investment LP$1.5M1
123Federation des caisses Desjardins du Quebec$1.5M1
124Garner Asset Management Corp$1.5M1
125XTX Topco Ltd$1.5M1
126YOUSIF CAPITAL MANAGEMENT, LLC$1.5M1
127NISA INVESTMENT ADVISORS, LLC$1.5M1
128Fieldview Capital Management, LLC$1.5M1
129INTECH INVESTMENT MANAGEMENT LLC$1.5M1
130Mork Capital Management, LLC$1.5M1
131Bridgewater Associates, LP$1.5M1
132LPL Financial LLC$1.4M1
133PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$1.4M1
134M&T BANK CORP$1.4M1
135Skylands Capital, LLC$1.3M1
136Arizona State Retirement System$1.3M1
137Vanguard Personalized Indexing Management, LLC$1.3M1
138QRG CAPITAL MANAGEMENT, INC.$1.3M1
139Qube Research & Technologies Ltd$1.2M1
140COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.2M1
141Vanguard Investments Australia, Ltd.$1.2M1
142CANADA PENSION PLAN INVESTMENT BOARD$1.1M1
143STATE OF MICHIGAN RETIREMENT SYSTEM$1.1M1
144Aquatic Capital Management LLC$1.1M1
145NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.1M1
146Engineers Gate Manager LP$1.1M1
147Peterson Wealth Services$1.1M1
148KLP KAPITALFORVALTNING AS$1.0M1
149HUDSON EDGE INVESTMENT PARTNERS INC.$1.0M1
150Friedenthal Financial$992K1
151OREGON PUBLIC EMPLOYEES RETIREMENT FUND$970K1
152Merit Financial Group, LLC$966K1
153SUSQUEHANNA INTERNATIONAL GROUP, LLP$947K1
154RITHOLTZ WEALTH MANAGEMENT$914K1
155Corient Private Wealth LLC$870K1
156MAVERICK CAPITAL LTD$854K1
157Permanent Capital Management, LP$852K1
158&PARTNERS$846K1
159BANK OF MONTREAL /CAN/$823K1
160Empowered Funds, LLC$816K1
161CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$801K1
162Daiwa Securities Group Inc.$798K1
163Quantbot Technologies LP$795K1
164EFG International AG$785K1
165DEUTSCHE BANK AG\$776K1
166Connor, Clark & Lunn Investment Management Ltd.$772K1
167Ashton Thomas Private Wealth, LLC$762K1
168Sanctuary Advisors, LLC$752K1
169Pictet Asset Management Holding SA$747K1
170Quantum Portfolio Management LLC$742K1
171Brevan Howard Capital Management LP$735K1
172Simplicity Wealth,LLC$718K1
173US BANCORP \DE\$714K1
174BENJAMIN EDWARDS INC$678K1
175D. E. Shaw & Co., Inc.$671K1
176Coyle Financial Counsel LLC$669K1
177Holocene Advisors, LP$659K1
178NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$648K1
179HighTower Advisors, LLC$625K1
180Inspire Investing, LLC$620K1
181Birch Hill Investment Advisors LLC$618K1
182Round Rock Advisors LLC$610K1
183Pallas Capital Advisors LLC$597K1
184Tidal Investments LLC$595K1
185KEYBANK NATIONAL ASSOCIATION/OH$592K1
186MML INVESTORS SERVICES, LLC$589K1
187XPONANCE LLC$579K1
188Ethic Inc.$568K1
189Brooklyn Investment Group$557K1
190COLDSTREAM CAPITAL MANAGEMENT INC$554K1
191FIRST TRUST ADVISORS LP$522K1
192Orion Porfolio Solutions, LLC$521K1
193ICON ADVISERS INC/CO$510K1
194Perpetual Ltd$506K1
195Focus Partners Advisor Solutions, LLC$501K1
196OSAIC HOLDINGS, INC.$500K1
197Index Technologies Group LLC$454K1
198RBF Capital, LLC$437K1
199Sivia Capital Partners, LLC$424K1
200BOOTHBAY FUND MANAGEMENT, LLC$421K1
201De Lisle Partners LLP$400K1
202Marathon Strategic Advisors, LLC$400K1
203Blueshift Asset Management, LLC$398K1
204CHESAPEAKE CAPITAL CORP /IL/$394K1
205Concurrent Investment Advisors, LLC$381K1
206Kestra Advisory Services, LLC$380K1
207Everhart Financial Group, Inc.$377K1
208Snowden Capital Advisors LLC$375K1
209State of Wyoming$361K1
210MACKENZIE FINANCIAL CORP$356K1
211WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$354K1
212SECURIAN ASSET MANAGEMENT, INC$349K1
213Ensign Peak Advisors, Inc$345K1
214EVOLVE PRIVATE WEALTH, LLC$337K1
215Centiva Capital, LP$333K1
216Amundi$331K1
217COMMONWEALTH EQUITY SERVICES, LLC$330K1
218Focus Partners Wealth$321K1
219NewEdge Advisors, LLC$306K1
220DnB Asset Management AS$303K1
221Belpointe Asset Management LLC$298K1
222Callan Family Office, LLC$296K1
223GATEWAY INVESTMENT ADVISERS LLC$295K1
224UNITED CAPITAL FINANCIAL ADVISORS, LLC$294K1
225iSAM Funds (UK) Ltd$276K1
226Cresset Asset Management, LLC$272K1
227EntryPoint Capital, LLC$270K1
228Swiss Life Asset Management Ltd$268K1
229Vise Technologies, Inc.$257K1
230Utah Retirement Systems$254K1
231MQS Management LLC$248K1
232Baird Financial Group, Inc.$247K1
233PERSONAL CFO SOLUTIONS, LLC$246K1
234NorthCrest Asset Manangement, LLC$242K1
235MEEDER ASSET MANAGEMENT INC$239K1
236EVERGREEN CAPITAL MANAGEMENT LLC$234K1
237Waverly Advisors, LLC$232K1
238Tower Research Capital LLC (TRC)$224K1
239Maryland State Retirement & Pension System$223K1
240Bull Harbor Capital LLC$223K1
241HB Wealth Management, LLC$221K1
242PANAGORA ASSET MANAGEMENT INC$218K1
243Abel Hall, LLC$217K1
244D.A. DAVIDSON & CO.$217K1
245Vident Advisory, LLC$216K1
246Trajan Wealth LLC$211K1
247SWMG, LLC$211K1
248Smartleaf Asset Management LLC$210K1
249Sequoia Financial Advisors, LLC$209K1
250PRELUDE CAPITAL MANAGEMENT, LLC$207K1
251Schonfeld Strategic Advisors LLC$205K1
252Inspire Advisors, LLC$205K1
253Wilmington Savings Fund Society, FSB$203K1
254SIGNATUREFD, LLC$183K1
255USA FINANCIAL FORMULAS$183K1
256Clearstead Advisors, LLC$175K1
257QUADRANT CAPITAL GROUP LLC$164K1
258MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$161K1
259Sterling Capital Management LLC$160K1
260Allworth Financial LP$159K1
261MAI Capital Management$139K1
262Walleye Trading LLC$132K1
263Salomon & Ludwin, LLC$102K1
264Eurizon Capital SGR S.p.A.$94.6K1
265Quarry LP$89.1K1
266Arax Advisory Partners$87.3K1
267BNP Paribas Asset Management Holding S.A.$82.7K1
268UMB Bank, n.a.$81.7K1
269Rockefeller Capital Management L.P.$78.1K1
270NOMURA ASSET MANAGEMENT CO LTD$72.0K1
271Parkside Financial Bank & Trust$53.3K1
272NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$51.9K1
273ASSETMARK, INC$51.4K1
274Financial Perspectives, Inc$46.9K1
275ARMSTRONG ADVISORY GROUP, INC$43.7K1
276Mirae Asset Global Investments Co., Ltd.$42.8K1
277Cranbrook Wealth Management, LLC$33.8K1
278Millstone Evans Group, LLC$29.1K1
279True Wealth Design, LLC$28.0K1
280Owl Creek Wealth Partners LLC$27.9K1
281SUMMIT SECURITIES GROUP LLC$27.0K1
282DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC$25.1K1
283MATHER GROUP, LLC.$25.0K1
284NBT BANK, N.A.$21.8K1
285Mitsubishi UFJ Asset Management Co., Ltd.$20.4K1
286Hillsdale Investment Management Inc.$19.6K1
287Destiny Wealth Partners, LLC$18.2K1
288Dorato Capital Management$16.2K1
289Basecamp Wealth Advisors LLC$15.1K1
290GHP Investment Advisors, Inc.$12.5K1
291LSV ASSET MANAGEMENT$11.0K1
292Dogwood Wealth Management LLC$10.8K1
293Global X Japan Co., Ltd.$9.7K1
294WPG Advisers, LLC$9.6K1
295Clearstead Trust, LLC$8.2K1
296CVA Family Office, LLC$7.7K1
297Pinnacle Wealth Planning Services, Inc.$7.6K1
298Larson Financial Group LLC$7.6K1
299N.E.W. Advisory Services LLC$7.3K1
300DekaBank Deutsche Girozentrale$7.1K1
301Keating Financial Advisory Services, Inc.$7.1K1
302Private Wealth Management Group, LLC$6.8K1
303Wealth Enhancement Trust Services, Inc.$4.7K1
304Solstein Capital, LLC$4.5K1
305Retirement Wealth Solutions LLC$4.3K1
306NEW YORK STATE TEACHERS RETIREMENT SYSTEM$4.3K1
307FARMERS & MERCHANTS INVESTMENTS INC$4.0K1
308JFS WEALTH ADVISORS, LLC$3.9K1
309Grove Bank & Trust$3.9K1
310MANNING & NAPIER ADVISORS LLC$3.8K1
311CANADA LIFE ASSURANCE Co$3.3K1
312Bell Investment Advisors, Inc$3.3K1
313ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$3.2K1
314HRT FINANCIAL LP$3.2K1
315MV CAPITAL MANAGEMENT, INC.$3.0K1
316Prestige Wealth Management Group LLC$3.0K1
317SJS Investment Consulting Inc.$2.8K1
318VAN ECK ASSOCIATES CORP$2.7K1
319Physician Wealth Advisors, Inc.$2.3K1
320Manchester Capital Management LLC$2.3K1
321Blue Trust, Inc.$2.2K1
322Kilter Group LLC$2.2K1
323AMALGAMATED BANK$2.2K1
324Treasurer of the State of North Carolina$2.0K1
325Rialto Wealth Management, LLC$2.0K1
326SouthState Bank Corp$1.9K1
327EXCHANGE TRADED CONCEPTS, LLC$1.9K1
328IMG Wealth Management, Inc.$1.9K1
329Sunrise Financial Services, LLC$1.8K1
330TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.6K1
331Intentional Wealth Strategies, LLC$1.6K1
332ALBION FINANCIAL GROUP /UT$1.5K1
333S&T BANK/PA$1.5K1
334COUNTRY TRUST BANK$1.5K1
335THRIVENT FINANCIAL FOR LUTHERANS$1.3K1
336MidFirst Bank$1.2K1
337DiNuzzo Private Wealth, Inc.$1.0K1
338SBI Securities Co., Ltd.$9461
339ELEVATION WEALTH PARTNERS, LLC$8741
340Frazier Financial Advisors, LLC$8741
341Elevated Capital Advisors, LLC$8731
342Quaker Wealth Management, LLC$8011
343Cromwell Holdings LLC$8001
344HARBOR CAPITAL ADVISORS, INC.$7621
345State of Alaska, Department of Revenue$7331
346ALGERT GLOBAL LLC$6721
347Sachetta, LLC$6551
348HFM Investment Advisors, LLC$5091
349PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$4401
350Triumph Capital Management$4371
351South Dakota Investment Council$4001
352Cassaday & Co Wealth Management LLC$3641
353TopTier Wealth Management, LLC$3641
3543 FACTOR INDEXING, LLC$2921
355Vermillion Wealth Management, Inc.$2911
356Abound Wealth Management$2781
357Virtu Financial LLC$2321
358PARK AVENUE SECURITIES LLC$2301
359American Capital Advisory, LLC$2191
360PRIVATE TRUST CO NA$2181
361KBC Group NV$1701
362BARTLETT & CO. WEALTH MANAGEMENT LLC$1491
363Leonteq Securities AG$1461
364ACADIAN ASSET MANAGEMENT LLC$1081
365Valued Wealth Advisors LLC$771
366Centerpoint Advisors, LLC$201
367VALLEY NATIONAL ADVISERS INC$121
368Smithfield Trust Co$81
369Avion Wealth$31
370Activest Wealth Management$01
371TRUIST FINANCIAL CORP$01
372Jefferies Financial Group Inc.$01
373VANGUARD GROUP INC$01
374DANSKE BANK A/S$01
375HARBOUR INVESTMENTS, INC.$01
376OPPENHEIMER & CO INC$01
377COMERICA BANK$01
378GROUP ONE TRADING LLC$01
379VIRGINIA RETIREMENT SYSTEMS ET Al$01
380FIRST CITIZENS BANK & TRUST CO$01
381KENSICO CAPITAL MANAGEMENT CORP$01
382NOMURA HOLDINGS INC$01
383SILVERCREST ASSET MANAGEMENT GROUP LLC$01
384NATIXIS$01
385CIBC Private Wealth Group LLC$01
386NORGES BANK$01
387CIBC WORLD MARKET INC.$01
388SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$01
389Verition Fund Management LLC$01
390TWO SIGMA ADVISERS, LP$01
391Savant Capital, LLC$01
392SIMPLEX TRADING, LLC$01
393FOX RUN MANAGEMENT, L.L.C.$01
394Edgestream Partners, L.P.$01
395Bollard Group LLC$01
396Quantedge Capital Pte Ltd$01
397Interval Partners, LP$01
398Versor Investments LP$01
399Verdence Capital Advisors LLC$01
400Global Retirement Partners, LLC$01
401Aperture Investors, LLC$01
402CBIZ Investment Advisory Services, LLC$01
403Private Wealth Asset Management, LLC$01
404AlphaQuest LLC$01
405SageView Advisory Group, LLC$01
406Signature Resources Capital Management, LLC$01
407Dunhill Financial, LLC$01
408Perbak Capital Partners LLP$01
409Envestnet Portfolio Solutions, Inc.$01
410Bayforest Capital Ltd$01
411OPTIMA CAPITAL LLC$01
412VARCOV Co.$01
Truncated by Public Filings. The published aggregate ranks the top 412 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 BC

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for BC · financials and macro

Financials — as filed PLANNED

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