Public record / Tickers / BE

BE — Bloom Energy Corp

Both disclosure regimes on one name: who in Congress filed about BE, 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
19
all PTR rows naming BE
Members · 12m
2
8 buys · 1 sells · by trade date
Latest PTR
08-21
filed 2026-08-21
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

Nancy Pelosi · $1.0M–$5.0M

Purchase · traded 2026-07-24 → filed 2026-08-21. Ranked over every BE row by the provable lower bound, never a point estimate.

2 members · 8 buys / 1 sells

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

9 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. 9 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING BE · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning BE
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-21Nancy Pelosi D–CA-11Purchase · SP (spouse-owned)Traded 07-28 +24d$500K–$1M
2026-08-21Nancy Pelosi D–CA-11Purchase · SP (spouse-owned)Traded 07-28 +24d$500K–$1M
2026-08-21Nancy Pelosi D–CA-11Purchase · SP (spouse-owned)Traded 07-24 +28d$1M–$5M
2026-08-21Nancy Pelosi D–CA-11Purchase · SP (spouse-owned)Traded 07-24 +28d$1M–$5M
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 01-30 +14d$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 19 ↗

Members active in BE

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing BE in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-315−$11.0K to $59.0K2
Nancy Pelosi D–CA-114$3.0M to $12.0M

2 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · BE

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Nancy Pelosi D–CA-11 $3M–$12M
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

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

Merged timeline of congressional filings and notable-manager moves on BE
DateWhoChangeSize
2026-08-21Nancy Pelosi CongressPurchase$500K–$1M
2026-08-21Nancy Pelosi CongressPurchase$500K–$1M
2026-08-21Nancy Pelosi CongressPurchase$1M–$5M
2026-08-21Nancy Pelosi CongressPurchase$1M–$5M
2026-05-15Moore Capital Management 13Fnew+83,500 sh
2026-05-15Bridgewater Associates 13Ftrim−18,344 sh
2026-05-15Duquesne Family Office 13Ftrim−604,225 sh
2026-05-15Gotham Asset Management 13Fexit−48,519 sh
2026-05-15Altimeter Capital 13Fexit−260,730 sh
2026-05-14Caxton Associates 13Fnew+15,056 sh

10 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 BE for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$3.4B1
2AMERIPRISE FINANCIAL INC$3.1B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$1.7B1
4VANGUARD CAPITAL MANAGEMENT LLC$1.6B1
5MORGAN STANLEY$1.0B1
6Situational Awareness Partners LP$879M1
7Situational Awareness LP$879M1
8STATE STREET CORP$877M1
9JANE STREET GROUP, LLC$667M1
10Value Aligned Research Advisors, LLC$621M1
11Graticule Asia Macro Advisors LLC$616M1
12D. E. Shaw & Co., Inc.$570M1
13TWO SIGMA INVESTMENTS, LP$481M1
14FRANKLIN RESOURCES INC$373M1
15FMR LLC$373M1
16JENNISON ASSOCIATES LLC$364M1
17FULLER & THALER ASSET MANAGEMENT, INC.$312M1
18NORTHERN TRUST CORP$302M1
19BANK OF AMERICA CORP /DE/$300M1
20WELLINGTON MANAGEMENT GROUP LLP$281M1
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC$280M1
22UBS Group AG$258M1
23Capital World Investors$249M1
24SANDS CAPITAL MANAGEMENT, LLC$241M1
25VANGUARD FIDUCIARY TRUST CO$240M1
26Invesco Ltd.$228M1
27Whale Rock Capital Management LLC$224M1
28Nuveen, LLC$197M1
29Bank of New York Mellon Corp$187M1
30Clearbridge Investments, LLC$187M1
31WELLS FARGO & COMPANY/MN$183M1
32ALLIANCEBERNSTEIN L.P.$167M1
33WESTFIELD CAPITAL MANAGEMENT CO LP$161M1
34RAYMOND JAMES FINANCIAL INC$157M1
35Elemental Capital Partners LLC$150M1
36DEUTSCHE BANK AG\$131M1
37BANK OF MONTREAL /CAN/$119M1
38Polar Capital Holdings Plc$104M1
39VOYA INVESTMENT MANAGEMENT LLC$104M1
40Amundi$103M1
41UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$101M1
42ROYAL BANK OF CANADA$100M1
43AustralianSuper Pty Ltd$97.8M1
44VOLORIDGE INVESTMENT MANAGEMENT, LLC$91.9M1
45MASSACHUSETTS FINANCIAL SERVICES CO /MA/$90.9M1
46Clear Street Group Inc.$90.5M1
47Swiss National Bank$89.3M1
48Legal & General Group Plc$87.9M1
49Artisan Partners Limited Partnership$82.0M1
50TREMBLANT CAPITAL GROUP$73.9M1
51RENAISSANCE TECHNOLOGIES LLC$72.6M1
52Sumitomo Mitsui Trust Group, Inc.$70.1M1
53Stephens Investment Management Group LLC$67.4M1
54SUSQUEHANNA INTERNATIONAL GROUP, LLP$65.5M1
55National Pension Service$65.4M1
56DIMENSIONAL FUND ADVISORS LP$62.1M1
57Allspring Global Investments Holdings, LLC$60.2M1
58Champlain Investment Partners, LLC$57.5M1
59Mirae Asset Global Investments Co., Ltd.$57.5M1
60FIRST TRUST ADVISORS LP$57.4M1
61CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$54.6M1
62HSBC HOLDINGS PLC$54.4M1
63FEDERATED HERMES, INC.$54.0M1
64Artemis Investment Management LLP$53.5M1
65MILLENNIUM MANAGEMENT LLC$52.5M1
66LPL Financial LLC$51.6M1
67Holocene Advisors, LP$51.5M1
68SEI INVESTMENTS CO$49.6M1
69Temasek Holdings (Private) Ltd$48.7M1
70MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$46.8M1
71CITADEL ADVISORS LLC$44.6M1
72Man Group plc$44.3M1
73Hudson Bay Capital Management LP$43.5M1
74WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$43.0M1
75Chicago Capital, LLC$42.4M1
76NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$42.0M1
77Tidal Investments LLC$41.7M1
78MKP Capital Management, L.L.C.$41.6M1
79CITIGROUP INC$41.0M1
80Allianz Asset Management GmbH$40.1M1
81Baird Financial Group, Inc.$37.8M1
82SOMA EQUITY PARTNERS LP$37.5M1
83DigitalBridge Group, Inc.$35.5M1
84Robeco Schweiz AG$35.4M1
85BNP Paribas Asset Management Holding S.A.$34.7M1
86BIT Capital GmbH$34.4M1
87Mitsubishi UFJ Asset Management Co., Ltd.$34.3M1
88Schonfeld Strategic Advisors LLC$33.9M1
89STIFEL FINANCIAL CORP$33.0M1
90STOREBRAND ASSET MANAGEMENT AS$32.7M1
91Avalon Trust Co$31.7M1
92Pictet Asset Management Holding SA$30.6M1
93Ensign Peak Advisors, Inc$28.4M1
94PINNACLE ASSOCIATES LTD$28.4M1
95Zurcher Kantonalbank (Zurich Cantonalbank)$28.2M1
96Walleye Capital LLC$28.0M1
97Flight Deck Capital, LP$27.8M1
98AVIVA PLC$24.9M1
99Universal- Beteiligungs- und Servicegesellschaft mbH$24.6M1
100ENVESTNET ASSET MANAGEMENT INC$24.5M1
101Connor, Clark & Lunn Investment Management Ltd.$24.3M1
102AQR CAPITAL MANAGEMENT LLC$23.9M1
103FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$23.6M1
104Creative Planning$23.2M1
105AMERICAN CENTURY COMPANIES INC$21.7M1
106NATIONAL BANK OF CANADA /FI/$21.3M1
107Zurich Insurance Group Ltd/FI$20.9M1
108Science & Technology Partners, L.P.$20.6M1
109Cetera Investment Advisers$20.5M1
110Janus Henderson Group Ltd.$20.3M1
111CANADA PENSION PLAN INVESTMENT BOARD$20.3M1
112PANAGORA ASSET MANAGEMENT INC$20.1M1
113ArrowMark Colorado Holdings LLC$19.8M1
114Rockefeller Capital Management L.P.$18.9M1
115PRUDENTIAL FINANCIAL INC$18.8M1
116EVENTIDE ASSET MANAGEMENT, LLC$18.6M1
117CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$18.3M1
118MIZUHO MARKETS AMERICAS LLC$17.8M1
119BALYASNY ASSET MANAGEMENT L.P.$16.7M1
120Susquehanna Portfolio Strategies, LLC$16.1M1
121Voleon Capital Management LP$16.0M1
122STATE OF WISCONSIN INVESTMENT BOARD$15.9M1
123Stanley Capital Management, LLC$15.9M1
124Graham Capital Management, L.P.$15.8M1
125HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$15.6M1
126Korea Investment CORP$15.6M1
127VANGUARD ASSET MANAGEMENT, Ltd$15.3M1
128Nicholas Investment Partners, LP$15.1M1
129Vanguard Global Advisers, LLC$14.8M1
130CI INVESTMENTS INC.$14.8M1
131Freestone Grove Partners LP$14.4M1
132INTECH INVESTMENT MANAGEMENT LLC$14.1M1
133Vanguard Investments Australia, Ltd.$14.1M1
134DANSKE BANK A/S$13.8M1
135Broad Peak Investment Advisers Pte Ltd$13.7M1
136Ma Investment Partnership, LP$13.5M1
137MARIETTA INVESTMENT PARTNERS LLC$13.4M1
138MANUFACTURERS LIFE INSURANCE COMPANY, THE$13.3M1
139Vontobel Holding Ltd.$12.9M1
140AXIOM INVESTORS LLC /DE$12.8M1
141KLP KAPITALFORVALTNING AS$12.7M1
142Mitsubishi UFJ Trust & Banking Corp$12.6M1
143Nishkama Capital, LLC$12.5M1
144NOMURA ASSET MANAGEMENT CO LTD$12.5M1
145XN LP$12.2M1
146Ghisallo Capital Management LLC$12.2M1
147IMC-Chicago, LLC$11.7M1
148NORDEA INVESTMENT MANAGEMENT AB$11.6M1
149Asset Management One Co., Ltd.$11.6M1
150TRUIST FINANCIAL CORP$11.4M1
151MOORE CAPITAL MANAGEMENT, LP$11.3M1
152E Fund Management Co., Ltd.$11.2M1
153Tredje AP-fonden$11.1M1
154Insight Holdings Group, LLC$11.1M1
155DnB Asset Management AS$11.1M1
156OSAIC HOLDINGS, INC.$11.1M1
157GILDER GAGNON HOWE & CO LLC$11.1M1
158Mezzasalma Advisors, LLC$10.9M1
159Advisors Asset Management, Inc.$10.7M1
160State of New Jersey Common Pension Fund D$10.5M1
161CVFG LLC$10.1M1
162UNICOM Systems, Inc.$10.0M1
163Boundless Plain Holdings Ltd$9.8M1
164TEMA ETFS LLC$9.6M1
165FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$9.4M1
166BOOTHBAY FUND MANAGEMENT, LLC$9.2M1
167POLEN CAPITAL MANAGEMENT LLC$9.1M1
168HighTower Advisors, LLC$9.0M1
169FIFTH THIRD BANCORP$8.8M1
170COMMONWEALTH EQUITY SERVICES, LLC$8.7M1
171Resona Asset Management Co.,Ltd.$8.6M1
172STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$8.5M1
173Quantinno Capital Management LP$8.5M1
174Zweig-DiMenna Associates LLC$8.5M1
175Arizona State Retirement System$8.3M1
176NOMURA HOLDINGS INC$8.1M1
177Swedbank AB$8.1M1
178ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$8.0M1
179Pinnacle Financial Partners, Inc.$8.0M1
180Metavasi Capital LP$7.9M1
181Wealthfront Advisers LLC$7.6M1
182Trexquant Investment LP$7.5M1
183CASTLEARK MANAGEMENT LLC$7.5M1
184NISSAY ASSET MANAGEMENT CORP /JAPAN$7.4M1
185Daiwa Securities Group Inc.$7.4M1
186Corient Private Wealth LLC$7.3M1
187KR Capital LP$7.2M1
188Engineers Gate Manager LP$7.0M1
189WORLDQUANT MILLENNIUM ADVISORS LLC$7.0M1
190SUMMIT SECURITIES GROUP LLC$6.9M1
191LIGHT STREET CAPITAL MANAGEMENT, LLC$6.9M1
192WESTERLY CAPITAL MANAGEMENT, LLC$6.8M1
193PRINCIPAL FINANCIAL GROUP INC$6.7M1
194MACQUARIE GROUP LTD$6.7M1
195Ducere Wealth Management LLC$6.6M1
196ARMISTICE CAPITAL, LLC$6.5M1
197IFM Investors Pty Ltd$6.3M1
198EFG International AG$6.3M1
199SEB Asset Management AB$6.3M1
200Orion Porfolio Solutions, LLC$6.2M1
201Bridgewater Associates, LP$6.2M1
202Point72 Asset Management, L.P.$6.2M1
203CenterBook Partners LP$6.1M1
204Grand Alliance Asset Management Ltd$6.1M1
205M&T BANK CORP$6.1M1
206Focus Partners Wealth$5.9M1
207TD ASSET MANAGEMENT INC$5.8M1
208Mariner, LLC$5.6M1
209OPPENHEIMER & CO INC$5.6M1
210CIBC Bancorp USA Inc.$5.5M1
211MACKENZIE FINANCIAL CORP$5.3M1
212CIBC Asset Management Inc$5.2M1
213SOROS CAPITAL MANAGEMENT LLC$5.1M1
214ARP Global Capital Ltd$4.9M1
215Kestra Advisory Services, LLC$4.9M1
216MOODY ALDRICH PARTNERS LLC$4.8M1
217Eschler Asset Management LLP$4.7M1
218Cinctive Capital Management LP$4.7M1
219XPONANCE LLC$4.7M1
220Riggs Asset Managment Co. Inc.$4.6M1
221ProShare Advisors LLC$4.5M1
222Taikang Asset Management (Hong Kong) Co Ltd$4.4M1
223Blackstone Inc.$4.4M1
224OAK RIDGE INVESTMENTS LLC$4.4M1
225FORA Capital, LLC$4.4M1
226BLAIR WILLIAM & CO/IL$4.4M1
227UDINE WEALTH MANAGEMENT, INC.$4.4M1
228Kercheville Advisors, LLC$4.3M1
229PETREDIS INVESTMENT ADVISORS LLC$4.3M1
230NewEdge Advisors, LLC$4.3M1
231BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$4.2M1
232Marex Group Ltd$4.1M1
233Credit Capital Investments LLC$4.1M1
234CIBC WORLD MARKET INC.$4.0M1
235Tribune Investment Group LP$4.0M1
236PIAR LLC$3.9M1
237DUFF & PHELPS INVESTMENT MANAGEMENT CO$3.9M1
238TORONTO DOMINION BANK$3.9M1
239HUB Investment Partners, LLC$3.8M1
240Hidden Lake Asset Management LP$3.7M1
241Concurrent Investment Advisors, LLC$3.7M1
242WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.6M1
243KP Management LLC$3.6M1
244CREDIT AGRICOLE S A$3.6M1
245Squarepoint Ops LLC$3.5M1
246Covenant Asset Management, LLC$3.5M1
247SONA ASSET MANAGEMENT (US) LLC$3.4M1
248Edgestream Partners, L.P.$3.4M1
249ZACKS INVESTMENT MANAGEMENT$3.3M1
250Sumitomo Mitsui DS Asset Management Company, Ltd$3.3M1
251Sigma Planning Corp$3.2M1
252MERCER GLOBAL ADVISORS INC /ADV$3.2M1
253Utah Retirement Systems$3.2M1
254Swiss Life Asset Management Ltd$3.2M1
255OP Asset Management Ltd$3.1M1
256Pathstone Holdings, LLC$3.1M1
257Vanguard Personalized Indexing Management, LLC$3.1M1
258FACTORY MUTUAL INSURANCE CO$3.0M1
259Vident Advisory, LLC$3.0M1
260Eurizon Capital SGR S.p.A.$3.0M1
261Palumbo Wealth Management LLC$2.9M1
262Arosa Capital Management LP$2.9M1
263O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.9M1
264PVG ASSET MANAGEMENT CORP$2.7M1
265Polymer Capital Management (HK) LTD$2.7M1
266Caption Management, LLC$2.7M1
267JT Stratford LLC$2.6M1
268MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.6M1
269Brevan Howard Capital Management LP$2.6M1
270Napean Trading & Investment Co (Singapore) PTE Ltd$2.5M1
271Cerity Partners LLC$2.5M1
272Tower Research Capital LLC (TRC)$2.5M1
273ASSETMARK, INC$2.5M1
274Kultura Capital Management LP$2.5M1
275PORTLAND INVESTMENT COUNSEL INC.$2.4M1
276TOCQUEVILLE ASSET MANAGEMENT L.P.$2.4M1
277PIER 88 INVESTMENT PARTNERS LLC$2.4M1
278MISSION WEALTH MANAGEMENT, LP$2.4M1
279Katamaran Capital LLP$2.4M1
280Baader Bank Aktiengesellschaft$2.4M1
281FIRST FOUNDATION ADVISORS$2.4M1
282Diversified Trust Co$2.4M1
283MML INVESTORS SERVICES, LLC$2.3M1
284SCHRODER INVESTMENT MANAGEMENT GROUP$2.3M1
285CSS LLC/IL$2.3M1
286Trust Investment Advisors$2.3M1
287PRUDENTIAL PLC$2.3M1
288FLORIDA FINANCIAL ADVISORS, LLC$2.3M1
289SteelPeak Wealth, LLC$2.3M1
290Candriam S.C.A.$2.2M1
291LBP AM SA$2.2M1
292NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.2M1
293Skandinaviska Enskilda Banken AB (publ)$2.2M1
294Investment Management Corp of Ontario$2.2M1
295BANK OF NOVA SCOTIA$2.2M1
296Cypress Wealth Services, LLC$2.1M1
297Worth Financial Advisory Group, LLC$2.1M1
298M.E. ALLISON & CO., INC.$2.1M1
299DAYMARK WEALTH PARTNERS, LLC$2.1M1
300FCG Investment Co$2.1M1
301CAXTON ASSOCIATES LLP$2.0M1
302Harvest Investment Services, LLC$2.0M1
303ASR Vermogensbeheer N.V.$2.0M1
304SCALAR GAUGE MANAGEMENT, LLC$2.0M1
305Empowered Funds, LLC$2.0M1
306MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$1.9M1
307Moors & Cabot, Inc.$1.9M1
308Pacific Point Advisors, LLC$1.9M1
309DIVERSIFY WEALTH MANAGEMENT, LLC$1.9M1
310David J Yvars Group$1.9M1
311Gerber Kawasaki Wealth & Investment Management$1.8M1
312Sovran Advisors, LLC$1.8M1
313QRG CAPITAL MANAGEMENT, INC.$1.8M1
314MRP Capital Investments, LLC$1.8M1
315ARDSLEY ADVISORY PARTNERS LP$1.8M1
316Abel Hall, LLC$1.7M1
317Joule Financial, LLC$1.7M1
318ABN AMRO INVESTMENT SOLUTIONS$1.7M1
319Oak Harvest Investment Services$1.7M1
320BLUE JEAN FINANCIAL LLC$1.7M1
321Fideuram Asset Management (Ireland) dac$1.7M1
322Clearstead Advisors, LLC$1.6M1
323Militia Capital Management LLC$1.6M1
324Osmosis Investment Management UK Ltd$1.6M1
325Diametric Capital, LP$1.6M1
326World Investment Advisors$1.6M1
327Vestmark Advisory Solutions, Inc.$1.5M1
328ALTFEST L J & CO INC$1.5M1
329Delta Global Management LP$1.5M1
330Calamos Advisors LLC$1.5M1
331Cresset Asset Management, LLC$1.5M1
332Brookstone Capital Management$1.5M1
333Federation des caisses Desjardins du Quebec$1.4M1
334Bosman Wealth Management, LLC$1.4M1
335Orion Capital Management LLC$1.4M1
336Parisi Gray Wealth Management$1.4M1
337US BANCORP \DE\$1.4M1
338StoneCrest Wealth Management, Inc.$1.4M1
339Ridge Creek Global, Inc$1.4M1
340TOKIO MARINE ASSET MANAGEMENT CO LTD$1.3M1
341Private Advisor Group, LLC$1.3M1
342Generali Asset Management SPA SGR$1.3M1
343Inspire Investing, LLC$1.3M1
344SBI Securities Co., Ltd.$1.3M1
345Dai-ichi Life Insurance Company, Ltd$1.3M1
346STANCE CAPITAL LLC$1.3M1
347ROYAL LONDON ASSET MANAGEMENT LTD$1.3M1
348Range Financial Group LLC$1.2M1
349PRELUDE CAPITAL MANAGEMENT, LLC$1.2M1
350Lido Advisors, LLC$1.2M1
351Jefferies Financial Group Inc.$1.2M1
352Woodline Partners LP$1.2M1
353CHESAPEAKE CAPITAL CORP /IL/$1.2M1
354Union Bancaire Privee, UBP SA$1.2M1
355ALPS ADVISORS INC$1.2M1
356FIDELIS CAPITAL PARTNERS, LLC$1.2M1
357Mutual Advisors, LLC$1.2M1
358Alphadyne Asset Management LP$1.2M1
359Numerai GP LLC$1.2M1
360Stratos Wealth Partners, LTD.$1.2M1
361Geneos Wealth Management Inc.$1.1M1
362Robertson Stephens Wealth Management, LLC$1.1M1
363GLENMEDE TRUST CO NA$1.1M1
364Aberdeen Group plc$1.1M1
365VestGen Advisors, LLC$1.1M1
366Saudi Central Bank$1.1M1
367Chesley Taft & Associates LLC$1.1M1
368OneDigital Investment Advisors LLC$1.1M1
369Bay Rivers Group$1.1M1
370M & L Capital Management Ltd$1.1M1
371Bannerstone Capital Management, LLC$1.1M1
372QP WEALTH MANAGEMENT, LLC$1.1M1
373BARTLETT & CO. WEALTH MANAGEMENT LLC$1.1M1
374VIRTUS ADVISERS, LLC$1.1M1
375Black Swift Group, LLC$1.1M1
376Wealthspire Advisors, LLC$1.1M1
377KESTRA PRIVATE WEALTH SERVICES, LLC$1.1M1
378SeaBridge Investment Advisors LLC$1.1M1
379&PARTNERS$1.1M1
380IAM Advisory, LLC$1.0M1
381Apella Capital, LLC$1.0M1
382Chicago Partners Investment Group LLC$1.0M1
383EXCHANGE TRADED CONCEPTS, LLC$1.0M1
384Wilmington Savings Fund Society, FSB$978K1
385DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$962K1
386Blueshift Asset Management, LLC$958K1
387FLPUTNAM INVESTMENT MANAGEMENT CO$949K1
388K.J. Harrison & Partners Inc$948K1
389Alight Capital Management LP$948K1
390RITHOLTZ WEALTH MANAGEMENT$934K1
391Assenagon Asset Management S.A.$929K1
392Caprock Group, LLC$913K1
393Banque Cantonale Vaudoise$912K1
394FIDUCIARY TRUST CO$911K1
395Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$908K1
396Snowden Capital Advisors LLC$903K1
397Banque Transatlantique SA$902K1
398LMR Partners LLP$881K1
399LAZARI CAPITAL MANAGEMENT, INC.$880K1
400Avanza Fonder AB$873K1
401CWM, LLC$832K1
402F/m Investments LLC$824K1
403Steward Partners Investment Advisory, LLC$814K1
404Sequoia Financial Advisors, LLC$797K1
405Seelaus Asset Management LLC$789K1
406MAI Capital Management$784K1
407Foster Victor Wealth Advisors, LLC$779K1
408Lighthouse Investment Partners, LLC$770K1
409Altshuler Shaham Ltd$762K1
410Fieldview Capital Management, LLC$762K1
411CFO4Life Group, LLC$751K1
412Ashton Thomas Private Wealth, LLC$748K1
413ExodusPoint Capital Management, LP$747K1
414Straight Path Wealth Management$745K1
415MRA Advisory Group$738K1
416Brooklyn Investment Group$737K1
417INDEPENDENT FINANCIAL GROUP, LLC$735K1
418CITIZENS FINANCIAL GROUP INC/RI$733K1
419New Paradigm Capital Management, LLC$732K1
420B. Metzler seel. Sohn & Co. AG$713K1
421AIGEN INVESTMENT MANAGEMENT, LP$706K1
422T3 Companies, LLC$705K1
423Aspiring Ventures, LLC$693K1
424Cornerstone Wealth Group, LLC$691K1
425Regal Investment Advisors LLC$686K1
426MONECO ADVISORS, LLC$680K1
427OLD MISSION CAPITAL LLC$678K1
428Gruss & Co., LLC$677K1
429Summit Financial, LLC$670K1
430Roberts Wealth Advisors, LLC$664K1
431Rakuten Securities, Inc.$661K1
432R Squared Ltd$656K1
433Metis Global Partners, LLC$655K1
434Krilogy Financial LLC$648K1
435Essex LLC$644K1
436FORTEM FINANCIAL GROUP, LLC$644K1
437INSIGNEO ADVISORY SERVICES, LLC$643K1
438GREAT VALLEY ADVISOR GROUP, INC.$638K1
43971 West Capital Partners$631K1
440Warren Street Wealth Advisors, LLC$626K1
441Western Wealth Management, LLC$624K1
442Oak Grove Capital LLC$623K1
443Centric Wealth Management$620K1
444Avior Wealth Management, LLC$619K1
445INCEPTIONR LLC$615K1
446ACT CAPITAL MANAGEMENT, LLC$610K1
447UniSuper Management Pty Ltd$610K1
448Visionary Wealth Advisors$608K1
449Qsemble Capital Management, LP$605K1
450Concentric Capital Strategies, LP$605K1
451SHEETS SMITH WEALTH MANAGEMENT$602K1
452XTX Topco Ltd$599K1
453Q Fund Management (Hong Kong) Ltd$583K1
454CHOREO, LLC$576K1
455SAGE RHINO CAPITAL LLC$550K1
456Merit Financial Group, LLC$549K1
457Total Clarity Wealth Management, Inc.$543K1
458Patriot Financial Group Insurance Agency, LLC$542K1
459Wakefield Asset Management LLLP$542K1
460Atom Investors LP$535K1
461FOUNDATIONS INVESTMENT ADVISORS, LLC$532K1
462PROFUND ADVISORS LLC$530K1
463KMG FIDUCIARY PARTNERS, LLC$529K1
464CTC Alternative Strategies, Ltd.$528K1
465Flaharty Asset Management, LLC$528K1
466Callan Family Office, LLC$520K1
467ABS Direct Equity Fund LLC$520K1
468Capital CS Group, LLC$511K1
469Focus Financial Network, Inc.$501K1
470Integrated Advisors Network LLC$500K1
471GWN SECURITIES INC.$500K1
472NewEdge Wealth, LLC$499K1
473Bedell Frazier Investment Counselling, LLC$498K1
474Robeco Institutional Asset Management B.V.$497K1
475Apollon Wealth Management, LLC$496K1
476MASTERINVEST Kapitalanlage GmbH$491K1
477LINCOLN CAPITAL CORP$486K1
478Wealthcare Advisory Partners LLC$482K1
479STEPHENS INC /AR/$477K1
480AE Wealth Management LLC$477K1
481Heron Bay Capital Management$476K1
482Bragg Financial Advisors, Inc$474K1
483Adams Wealth Management$474K1
484CacheTech Inc.$474K1
485Global Trust Asset Management, LLC$467K1
486Compound Planning, Inc.$467K1
487HB Wealth Management, LLC$466K1
488B. Riley Wealth Advisors, Inc.$464K1
489Sovereign Financial Group, Inc.$462K1
490CAPSTONE INVESTMENT ADVISORS, LLC$460K1
491Lombard Odier Asset Management (Switzerland) SA$459K1
492DRW Securities, LLC$454K1
493Perpetual Ltd$454K1
494TEACHER RETIREMENT SYSTEM OF TEXAS$452K1
495FIRST NATIONAL TRUST CO$447K1
496PDT Partners, LLC$447K1
497CIDEL ASSET MANAGEMENT INC$445K1
498Fortitude Advisory Group L.L.C.$440K1
499Siemens Fonds Invest GmbH$439K1
500Concorde Asset Management, LLC$436K1
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)8 buy / 1 sell
Congress net ($ bound)$3.0M to $12.1M
Filers net (actions)not in build
Filers net ($ 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 BE

RETAINED WINDOW · ACTIVE HITS
Signal hits naming BE
KindRuleHits
LARGEamount lower bound ≥ $250K — the disclosed lower bound, never the upper4 hits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for BE · financials and macro

Financials — as filed PLANNED

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