Public record / Tickers / BG

BG — Bunge Global SA

Both disclosure regimes on one name: who in Congress filed about BG, 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
5
all PTR rows naming BG
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
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

Alan Armstrong · $1.0K–$15.0K

Purchase · traded 2026-03-27 → filed 2026-07-21. Ranked over every BG row by the provable lower bound, never a point estimate.

1 member · 1 buys / 0 sells

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

1 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. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING BG · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning BG
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2020-04-16Earl Blumenauer D–OR-3Sale · SP (spouse-owned)Traded 03-19 +28d$1K–$15K
2018-11-06Earl Blumenauer D–OR-3Purchase · SP (spouse-owned)Traded 11-02 +4d$1K–$15K
2018-08-13Josh Gottheimer D–NJ-5Sale · JT (jointly owned)Traded 2017-04-13 LATE·487d$1K–$15K
2014-06-18Lois Frankel D–FL-22SaleTraded 06-12 +6d$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 5 ↗

Members active in BG

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing BG 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.
Alan Armstrong R–OK1$1.0K to $15.0K2

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

Congress ↔ notable managers · BG

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

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
0

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

Notable managers · quarter ended 2026-03-31

Adding
1 Moore Capital Management $6.0M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · BUNGE GLOBAL SA

Merged timeline of congressional filings and notable-manager moves on BG
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Moore Capital Management 13Fnew+47,246 sh
2026-05-15Gotham Asset Management 13Ftrim−722 sh
2026-05-15Soros Fund Management 13Ftrim−17,836 sh
2026-05-15Bridgewater Associates 13Fexit−3,773 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 BG for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1Glencore plc$4.2B1
2CANADA PENSION PLAN INVESTMENT BOARD$3.3B1
3Capital World Investors$2.6B1
4BlackRock, Inc.$1.9B1
5VANGUARD CAPITAL MANAGEMENT LLC$1.2B1
6VANGUARD PORTFOLIO MANAGEMENT LLC$905M1
7STATE STREET CORP$895M1
8BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$583M1
9GEODE CAPITAL MANAGEMENT, LLC$449M1
10FMR LLC$415M1
11FIL Ltd$370M1
12Invesco Ltd.$352M1
13NORTHERN TRUST CORP$315M1
14DIMENSIONAL FUND ADVISORS LP$261M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$229M1
16MORGAN STANLEY$225M1
17DEUTSCHE BANK AG\$168M1
18Amundi$151M1
19UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$147M1
20Merewether Investment Management, LP$142M1
21MILLENNIUM MANAGEMENT LLC$129M1
22UBS Group AG$128M1
23CITADEL ADVISORS LLC$112M1
24VANGUARD FIDUCIARY TRUST CO$98.8M1
25BANK OF AMERICA CORP /DE/$98.7M1
26Holocene Advisors, LP$98.4M1
27CITIGROUP INC$92.9M1
28Nuveen, LLC$74.8M1
29BANK OF MONTREAL /CAN/$74.6M1
30Legal & General Group Plc$69.3M1
31Man Group plc$60.4M1
32Squarepoint Ops LLC$52.3M1
33Swiss National Bank$50.5M1
34BALYASNY ASSET MANAGEMENT L.P.$50.4M1
35HORIZON KINETICS ASSET MANAGEMENT LLC$42.9M1
36VOYA INVESTMENT MANAGEMENT LLC$41.8M1
37WCM INVESTMENT MANAGEMENT, LLC$41.2M1
38Baker Avenue Asset Management, LP$40.3M1
39Mitsubishi UFJ Asset Management Co., Ltd.$38.7M1
40Verition Fund Management LLC$37.5M1
41Vanguard Global Advisers, LLC$36.4M1
42PFA Pension, Forsikringsaktieselskab$35.8M1
43ROYAL BANK OF CANADA$35.5M1
44Robeco Institutional Asset Management B.V.$35.5M1
45Woodline Partners LP$35.1M1
46CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$32.3M1
47Gotham Asset Management, LLC$31.2M1
48STOREBRAND ASSET MANAGEMENT AS$30.3M1
49AQR CAPITAL MANAGEMENT LLC$29.9M1
50FIRST TRUST ADVISORS LP$29.7M1
51AVIVA PLC$29.3M1
52AE Wealth Management LLC$27.7M1
53Capital International Sarl$25.4M1
54Susquehanna Portfolio Strategies, LLC$23.8M1
55WELLINGTON MANAGEMENT GROUP LLP$23.6M1
56PRINCIPAL FINANCIAL GROUP INC$23.4M1
57PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$23.2M1
58HSBC HOLDINGS PLC$23.0M1
59Quantinno Capital Management LP$22.5M1
60Connor, Clark & Lunn Investment Management Ltd.$19.4M1
61Cresset Asset Management, LLC$18.1M1
62Korea Investment CORP$17.9M1
63Capital International, Inc./CA/$17.6M1
64Ceredex Value Advisors LLC$17.6M1
65SIR Capital Management, L.P.$17.4M1
66WINTON GROUP Ltd$17.0M1
67Old West Investment Management, LLC$17.0M1
68Swedbank AB$16.7M1
69LMCG INVESTMENTS, LLC$16.5M1
70Universal- Beteiligungs- und Servicegesellschaft mbH$15.7M1
71NATIONAL BANK OF CANADA /FI/$15.4M1
72ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$15.4M1
73ADAGE CAPITAL PARTNERS GP, L.L.C.$15.4M1
74CAPITAL INTERNATIONAL LTD /CA/$15.4M1
75STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$15.2M1
76Ensign Peak Advisors, Inc$14.6M1
77SEI INVESTMENTS CO$14.4M1
78JENNISON ASSOCIATES LLC$14.3M1
79Zurcher Kantonalbank (Zurich Cantonalbank)$13.8M1
80STEPHENS INC /AR/$13.5M1
81WELLS FARGO & COMPANY/MN$13.4M1
82ALLIANCEBERNSTEIN L.P.$11.9M1
83Zurich Insurance Group Ltd/FI$11.7M1
84STATE OF WISCONSIN INVESTMENT BOARD$11.7M1
85AMERICAN CENTURY COMPANIES INC$11.6M1
86RAYMOND JAMES FINANCIAL INC$11.5M1
87ExodusPoint Capital Management, LP$11.4M1
88JANE STREET GROUP, LLC$11.4M1
89FRANKLIN RESOURCES INC$11.3M1
90Pictet Asset Management Holding SA$10.8M1
91Asset Management One Co., Ltd.$10.7M1
92ALPS ADVISORS INC$10.6M1
93Waverly Advisors, LLC$10.1M1
94SUSQUEHANNA INTERNATIONAL GROUP, LLP$10.0M1
95Sicart Associates LLC$9.8M1
96MBB PUBLIC MARKETS I LLC$9.8M1
97Mudita Advisors LLP$9.8M1
98ENVESTNET ASSET MANAGEMENT INC$9.6M1
99Walnut Level Capital LLC$9.4M1
100INTECH INVESTMENT MANAGEMENT LLC$9.3M1
101MANUFACTURERS LIFE INSURANCE COMPANY, THE$9.2M1
102ASR Vermogensbeheer N.V.$8.9M1
103KLP KAPITALFORVALTNING AS$8.8M1
104SOROS FUND MANAGEMENT LLC$8.7M1
105Sagefield Capital LP$8.5M1
106Chevy Chase Trust Holdings, LLC$8.5M1
107Rockefeller Capital Management L.P.$8.2M1
108American Trust Investment Advisors, LLC$8.2M1
109GATEWAY INVESTMENT ADVISERS LLC$8.2M1
110Vanguard Investments Australia, Ltd.$8.1M1
111PEAK6 LLC$8.0M1
112NEW YORK STATE COMMON RETIREMENT FUND$7.7M1
113COLRAIN CAPITAL LLC$7.5M1
114APG Asset Management N.V.$7.5M1
115Allianz Asset Management GmbH$7.4M1
116Osmosis Investment Management UK Ltd$7.4M1
117FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$7.4M1
118Illinois Municipal Retirement Fund$7.3M1
119PANAGORA ASSET MANAGEMENT INC$7.1M1
120TOWLE & CO$6.8M1
121VANGUARD ASSET MANAGEMENT, Ltd$6.8M1
122Aberdeen Group plc$6.7M1
123MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$6.7M1
124STIFEL FINANCIAL CORP$6.6M1
125Lansforsakringar Fondforvaltning AB (publ)$6.6M1
126apricus wealth, LLC$6.4M1
127NOMURA ASSET MANAGEMENT CO LTD$6.3M1
128Eurizon Capital SGR S.p.A.$6.2M1
129STATE OF MICHIGAN RETIREMENT SYSTEM$6.2M1
130TD ASSET MANAGEMENT INC$6.1M1
131Tredje AP-fonden$6.1M1
132MOORE CAPITAL MANAGEMENT, LP$6.0M1
133State of New Jersey Common Pension Fund D$6.0M1
134LPL Financial LLC$5.9M1
135GUGGENHEIM CAPITAL LLC$5.8M1
136Empowered Funds, LLC$5.8M1
137MERCER GLOBAL ADVISORS INC /ADV$5.5M1
138NewEdge Advisors, LLC$5.4M1
139BARINGS LLC$5.3M1
140Daiwa Securities Group Inc.$5.2M1
141DRW Securities, LLC$5.1M1
142Walleye Capital LLC$5.0M1
143Bleakley Financial Group, LLC$5.0M1
144Concorde Financial Corp$5.0M1
145DnB Asset Management AS$5.0M1
146CIBC Bancorp USA Inc.$4.9M1
147Czech National Bank$4.7M1
148CIBC Asset Management Inc$4.7M1
149Arizona State Retirement System$4.7M1
150Hudson Bay Capital Management LP$4.6M1
151Havemeyer Place LP$4.6M1
152PATTON ALBERTSON MILLER GROUP, LLC$4.5M1
153BNP Paribas Asset Management Holding S.A.$4.4M1
154Resona Asset Management Co.,Ltd.$4.4M1
155Janus Henderson Group Ltd.$4.4M1
156FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$4.3M1
157Uncommon Cents Investing LLC$4.2M1
158Dayah Capital LLC$4.2M1
159MetLife Investment Management, LLC$4.0M1
160COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.0M1
161O'SHAUGHNESSY ASSET MANAGEMENT, LLC$4.0M1
162NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.0M1
163US BANCORP \DE\$3.9M1
164SHELTON CAPITAL MANAGEMENT$3.9M1
165HighTower Advisors, LLC$3.9M1
166Mirae Asset Global Investments Co., Ltd.$3.7M1
167&PARTNERS$3.7M1
168Retirement Systems of Alabama$3.7M1
169MACKENZIE FINANCIAL CORP$3.6M1
170Howard Capital Management, LLC$3.6M1
171ASSETMARK, INC$3.6M1
172Inspire Advisors, LLC$3.6M1
173EVERGREEN CAPITAL MANAGEMENT LLC$3.6M1
174AMG National Trust Bank$3.5M1
175DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$3.5M1
176Metis Global Partners, LLC$3.4M1
177ProShare Advisors LLC$3.4M1
178XPONANCE LLC$3.4M1
179Catalyst Capital Advisors LLC$3.3M1
180Cerity Partners LLC$3.3M1
181Grantham, Mayo, Van Otterloo & Co. LLC$3.3M1
182Oak Thistle LLC$3.2M1
183Capital Group Investment Management Pte. Ltd.$3.1M1
184Cetera Investment Advisers$3.1M1
185MAVERICK CAPITAL LTD$3.0M1
186DAVENPORT & Co LLC$3.0M1
187XTX Topco Ltd$3.0M1
188Walleye Trading LLC$3.0M1
189Baird Financial Group, Inc.$2.9M1
190Lido Advisors, LLC$2.8M1
191IFM Investors Pty Ltd$2.8M1
192PUBLIC SECTOR PENSION INVESTMENT BOARD$2.8M1
193Vanguard Personalized Indexing Management, LLC$2.8M1
194Utah Retirement Systems$2.7M1
195Trexquant Investment LP$2.7M1
196Focus Partners Wealth$2.6M1
197Federation des caisses Desjardins du Quebec$2.6M1
198KEYBANK NATIONAL ASSOCIATION/OH$2.6M1
199Tidal Investments LLC$2.5M1
200Creative Planning$2.5M1
201NEOS Investment Management LLC$2.5M1
202CI INVESTMENTS INC.$2.4M1
203NORDEA INVESTMENT MANAGEMENT AB$2.4M1
204CIBC WORLD MARKET INC.$2.3M1
205Whitaker-Myers Wealth Managers, LTD.$2.3M1
206Corient Private Wealth LLC$2.3M1
207Beacon Pointe Advisors, LLC$2.2M1
208Kovack Advisors, Inc.$2.2M1
209Hartree Partners, LP$2.2M1
210Sumitomo Mitsui DS Asset Management Company, Ltd$2.1M1
211Pacific Point Advisors, LLC$2.1M1
212Investment Management Corp of Ontario$2.0M1
213Summit Trail Advisors, LLC$2.0M1
214Y-Intercept (Hong Kong) Ltd$2.0M1
215OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.0M1
216Pathstone Holdings, LLC$2.0M1
217Oceanic Investment Management LTD$1.9M1
218Vontobel Holding Ltd.$1.9M1
219QRG CAPITAL MANAGEMENT, INC.$1.9M1
220MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.8M1
221OPPENHEIMER & CO INC$1.7M1
222PRUDENTIAL FINANCIAL INC$1.7M1
223Advisors Asset Management, Inc.$1.7M1
224CREDIT AGRICOLE S A$1.6M1
225LAZARD ASSET MANAGEMENT LLC$1.6M1
226ABN AMRO INVESTMENT SOLUTIONS$1.6M1
227Vident Advisory, LLC$1.6M1
228BOOTHBAY FUND MANAGEMENT, LLC$1.5M1
229TOUNJIAN ADVISORY PARTNERS, LLC$1.5M1
230DENALI ADVISORS LLC$1.5M1
231Pekin Hardy Strauss, Inc.$1.5M1
232Gradient Investments LLC$1.5M1
233Inspire Investing, LLC$1.5M1
234NorthCrest Asset Manangement, LLC$1.5M1
235MACQUARIE GROUP LTD$1.5M1
236REGIONS FINANCIAL CORP$1.5M1
237Assenagon Asset Management S.A.$1.4M1
238CROBAN$1.4M1
239D.A. DAVIDSON & CO.$1.3M1
240Mutual Advisors, LLC$1.3M1
241Steadtrust LLC$1.3M1
242COOKSON PEIRCE & CO INC$1.2M1
243Tower Research Capital LLC (TRC)$1.2M1
244Crossmark Global Holdings, Inc.$1.2M1
245CONTRAVISORY INVESTMENT MANAGEMENT, INC.$1.2M1
246OSAIC HOLDINGS, INC.$1.1M1
247Allspring Global Investments Holdings, LLC$1.1M1
248National Pension Service$1.1M1
249HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.1M1
250J.W. COLE ADVISORS, INC.$1.1M1
251MML INVESTORS SERVICES, LLC$1.0M1
252MIZUHO SECURITIES USA LLC$1.0M1
253Rafferty Asset Management, LLC$1.0M1
254SIG BROKERAGE, LP$1.0M1
255PICTON MAHONEY ASSET MANAGEMENT$1.0M1
256Ascent Group, LLC$992K1
257OMERS ADMINISTRATION Corp$966K1
258Prospera Financial Services Inc$946K1
259Elevated Capital Advisors, LLC$944K1
260Laird Norton Wetherby Trust Company, LLC$935K1
261Centennial Wealth Advisory LLC$908K1
262Harbour Capital Advisors, LLC$906K1
263NICOLET BANKSHARES INC$895K1
264Twin Tree Management, LP$895K1
265AXQ CAPITAL, LP$891K1
266NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$890K1
267WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$884K1
268LBP AM SA$873K1
269COMMONWEALTH EQUITY SERVICES, LLC$872K1
270Monaco Asset Management SAM$863K1
271Western Wealth Management, LLC$861K1
272OCCUDO QUANTITATIVE STRATEGIES LP$848K1
273Norinchukin Bank, The$831K1
274Maryland State Retirement & Pension System$826K1
275ROYAL LONDON ASSET MANAGEMENT LTD$820K1
276Atria Investments, Inc$814K1
277TWO SIGMA SECURITIES, LLC$807K1
278Chesley Taft & Associates LLC$806K1
279Ausdal Financial Partners, Inc.$806K1
280M&T BANK CORP$788K1
281Callan Family Office, LLC$781K1
282IEQ CAPITAL, LLC$779K1
283iSAM Funds (UK) Ltd$774K1
284Kingsview Wealth Management, LLC$774K1
285Sequoia Financial Advisors, LLC$768K1
286SNOWWATER INVESTMENT PARTNERS, LLC$763K1
287DANSKE BANK A/S$762K1
288Prosperity Consulting Group, LLC$760K1
289FIDUCIARY TRUST CO$760K1
290Graham Capital Management, L.P.$753K1
291Orion Porfolio Solutions, LLC$746K1
292Kendall Capital Management$742K1
293Moors & Cabot, Inc.$740K1
294Fieldview Capital Management, LLC$733K1
295TOKIO MARINE ASSET MANAGEMENT CO LTD$732K1
296COMMERCE BANK$711K1
297MUFG Securities EMEA plc$706K1
298Caitong International Asset Management Co., Ltd$694K1
299CIDEL ASSET MANAGEMENT INC$687K1
300MQS Management LLC$682K1
301CHESAPEAKE CAPITAL CORP /IL/$664K1
302Point72 Asset Management, L.P.$660K1
303Lombard Odier Asset Management (Switzerland) SA$657K1
304FIFTH THIRD BANCORP$647K1
305QUADRANT CAPITAL GROUP LLC$644K1
306Saudi Central Bank$635K1
307INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$627K1
308CWM, LLC$622K1
309Game Creek Capital, LP$620K1
310ALLIANZ SE$619K1
311Regal Investment Advisors LLC$606K1
312TrueWealth Advisors, LLC$606K1
313FOX RUN MANAGEMENT, L.L.C.$595K1
314Everstar Asset Management, LLC$585K1
315Precision Wealth Strategies, LLC$574K1
316Savant Capital, LLC$571K1
317Merit Financial Group, LLC$563K1
318FEDERATED HERMES, INC.$544K1
319Kestra Advisory Services, LLC$543K1
320UNITED CAPITAL FINANCIAL ADVISORS, LLC$538K1
321Private Advisor Group, LLC$532K1
322Johnson Financial Group, Inc.$523K1
323U S GLOBAL INVESTORS INC$509K1
324Farringdon Capital, Ltd.$508K1
325GROUPAMA ASSET MANAGMENT$506K1
326SCOTIA CAPITAL INC.$505K1
327Ballentine Partners, LLC$502K1
328North Dakota State Investment Board$501K1
329FULTON BANK, N.A.$498K1
330PRUDENTIAL PLC$487K1
331Wealthfront Advisers LLC$481K1
332Cornerstone Advisory, LLC$479K1
333UMB Bank, n.a.$470K1
334RITHOLTZ WEALTH MANAGEMENT$469K1
335EXCHANGE TRADED CONCEPTS, LLC$461K1
336Hennion & Walsh Asset Management, Inc.$458K1
337GREENWOOD CAPITAL ASSOCIATES LLC$456K1
338SECURIAN ASSET MANAGEMENT, INC$455K1
339International Private Wealth Advisors LLC$453K1
340Checchi Capital Advisers, LLC$433K1
341Forza Wealth Management, LLC$432K1
342ZACKS INVESTMENT MANAGEMENT$431K1
343Aaron Wealth Advisors LLC$430K1
344Legacy Capital Group California, Inc.$429K1
345Trivium Point Advisory, LLC$428K1
346Gateway Wealth Partners, LLC$425K1
347Banque Cantonale Vaudoise$412K1
348COLDSTREAM CAPITAL MANAGEMENT INC$411K1
349HUB Investment Partners, LLC$411K1
350Caprock Group, LLC$410K1
351MONETA GROUP INVESTMENT ADVISORS LLC$407K1
352Concurrent Investment Advisors, LLC$401K1
353BROWN ADVISORY INC$400K1
354Banco BTG Pactual S.A.$399K1
355ASAHI LIFE ASSET MANAGEMENT CO., LTD.$398K1
356Freestone Capital Holdings, LLC$393K1
357Alessandra Capital Management, LLC$390K1
358MASTERINVEST Kapitalanlage GmbH$390K1
359TRUIST FINANCIAL CORP$377K1
360Avidian Wealth Enterprises, LLC$372K1
361Blackhawk Capital Partners, LLC$371K1
362OSSIAM$370K1
363HB Wealth Management, LLC$369K1
364Perigon Wealth Management, LLC$362K1
365MAI Capital Management$360K1
366GLENMEDE TRUST CO NA$355K1
367Meiji Yasuda Asset Management Co Ltd.$347K1
368AIGEN INVESTMENT MANAGEMENT, LP$343K1
369Meeder Advisory Services, Inc.$334K1
370Marex Group Ltd$326K1
371MISSION WEALTH MANAGEMENT, LP$319K1
372Baader Bank Aktiengesellschaft$318K1
373Summit Financial, LLC$316K1
374Ethic Inc.$316K1
375EFG International AG$313K1
376Leo Wealth, LLC$313K1
377TD Waterhouse Canada Inc.$313K1
378PATTON FUND MANAGEMENT, INC.$311K1
379SPROTT INC.$306K1
380VestGen Advisors, LLC$306K1
381Kathmere Capital Management, LLC$297K1
382Paragon Capital Management Ltd$290K1
383Vise Technologies, Inc.$288K1
384Compound Planning, Inc.$286K1
385TWO SIGMA INVESTMENTS, LP$283K1
386Faithward Advisors, LLC$282K1
387Financial Advisors Network, Inc.$280K1
388Cornerstone Select Advisors, LLC$278K1
389Dorsey & Whitney Trust CO LLC$277K1
390MGO ONE SEVEN LLC$277K1
391MCCARTER PRIVATE WEALTH SERVICES LLC$275K1
392Mariner, LLC$270K1
393Abacus Planning Group, Inc.$267K1
394Snowden Capital Advisors LLC$263K1
395Engineers Gate Manager LP$259K1
396CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$259K1
397PCM Encore, LLC$258K1
398TEACHER RETIREMENT SYSTEM OF TEXAS$256K1
399VERUS CAPITAL PARTNERS, LLC$255K1
400RiverGlades Family Offices LLC$254K1
401GeoWealth Management, LLC$250K1
402Siemens Fonds Invest GmbH$248K1
403Clear Harbor Asset Management, LLC$248K1
404SummitTX Capital, L.P.$243K1
405VARCOV Co.$241K1
406Chicago Partners Investment Group LLC$238K1
407Arax Advisory Partners$238K1
408PROFUND ADVISORS LLC$237K1
409a16z Perennial Management, L.P.$236K1
410Accurate Wealth Management, LLC$232K1
411Compagnie Lombard Odier SCmA$225K1
412Gallagher Fiduciary Advisors, LLC$224K1
413Sanctuary Advisors, LLC$218K1
414Essex Financial Services, Inc.$217K1
415MOODY NATIONAL BANK TRUST DIVISION$214K1
416Brevan Howard Capital Management LP$214K1
417Deseret Mutual Benefit Administrators$208K1
418CAPSTONE INVESTMENT ADVISORS, LLC$205K1
419PGIM Custom Harvest LLC$204K1
420ELEVATION POINT WEALTH PARTNERS, LLC$203K1
421Vestmark Advisory Solutions, Inc.$202K1
422Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.$190K1
423SIGNATUREFD, LLC$189K1
424Steward Partners Investment Advisory, LLC$182K1
425Fideuram Asset Management (Ireland) dac$168K1
426Allworth Financial LP$149K1
427Westfuller Advisors, LLC$147K1
428Central Pacific Bank - Trust Division$127K1
429Evelyn Partners Investment Management LLP$120K1
430Quarry LP$114K1
431Pflug Koory, LLC$111K1
432Generali Asset Management SPA SGR$90.4K1
433Financial Perspectives, Inc$87.1K1
434VAN ECK ASSOCIATES CORP$84.0K1
435Bayforest Capital Ltd$67.8K1
436Cromwell Holdings LLC$63.6K1
437Hyposwiss Advisors SA$63.6K1
438TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$56.0K1
439Bank Julius Baer & Co. Ltd, Zurich$50.7K1
440Global Trust Asset Management, LLC$47.1K1
441Smartleaf Asset Management LLC$46.1K1
442Larson Financial Group LLC$39.1K1
443Quest 10 Wealth Builders, Inc.$38.0K1
444Manchester Capital Management LLC$37.5K1
445MATHER GROUP, LLC.$36.5K1
446Parkside Financial Bank & Trust$34.3K1
447CENTRAL TRUST Co$31.8K1
448SUMMIT SECURITIES GROUP LLC$28.2K1
449CVA Family Office, LLC$28.2K1
450Wellington Grp LLC$26.7K1
451Blue Trust, Inc.$22.9K1
452Pinnacle Wealth Planning Services, Inc.$22.6K1
453Rakuten Securities, Inc.$18.8K1
454Wilmington Savings Fund Society, FSB$16.5K1
455Breakwater Investment Management$15.9K1
456Bell Investment Advisors, Inc$15.5K1
457Spire Wealth Management$14.9K1
458Private Wealth Management Group, LLC$14.8K1
459Clearstead Trust, LLC$14.0K1
460FARMERS & MERCHANTS INVESTMENTS INC$13.7K1
461JFS WEALTH ADVISORS, LLC$13.6K1
462Vermillion Wealth Management, Inc.$13.5K1
463NEW YORK STATE TEACHERS RETIREMENT SYSTEM$13.1K1
464TD Capital Management LLC$13.1K1
465MEEDER ASSET MANAGEMENT INC$13.1K1
466CHELSEA COUNSEL CO$12.7K1
467True Wealth Design, LLC$12.3K1
468Kemnay Advisory Services Inc.$8.1K1
469WEBSTER BANK, N. A.$7.4K1
470Clearstead Advisors, LLC$7.1K1
471Treasurer of the State of North Carolina$7.1K1
472Valued Wealth Advisors LLC$6.6K1
473Optiver Holding B.V.$6.1K1
474Sachetta, LLC$5.5K1
475Sunrise Financial Services, LLC$5.5K1
476FINANCIAL CONSULATE, INC$5.3K1
477DekaBank Deutsche Girozentrale$5.2K1
478WPG Advisers, LLC$5.2K1
479Rialto Wealth Management, LLC$4.7K1
480KBC Group NV$4.6K1
481MV CAPITAL MANAGEMENT, INC.$4.5K1
482BEACON INVESTMENT ADVISORY SERVICES, INC.$4.5K1
483Cassaday & Co Wealth Management LLC$3.8K1
484DiNuzzo Private Wealth, Inc.$3.4K1
485SJS Investment Consulting Inc.$3.3K1
486Abound Wealth Management$3.1K1
487Addison Advisors LLC$2.7K1
488State of Alaska, Department of Revenue$2.5K1
489Key Capital Management, INC$2.4K1
490ACADIAN ASSET MANAGEMENT LLC$2.1K1
491ELEVATION WEALTH PARTNERS, LLC$2.0K1
492Clayton Financial Group LLC$1.9K1
493MCF Advisors LLC$1.8K1
494Retirement Wealth Solutions LLC$1.8K1
495Cambridge Investment Research Advisors, Inc.$1.7K1
496SHP Wealth Management$1.7K1
497HFM Investment Advisors, LLC$1.3K1
498Wealth Science Advisors LLC$1.2K1
499HRT FINANCIAL LP$9861
500PARK AVENUE SECURITIES LLC$9061
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)1 buy / 0 sell
Congress net ($ bound)$1.0K to $15.0K
Filers net (actions)not in build
Filers net ($ 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 BG

RETAINED WINDOW · ACTIVE HITS
Signal hits naming BG
KindRuleHits
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 BG · financials and macro

Financials — as filed PLANNED

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