Public record / Tickers / BHP

BHP — BHP Group Ltd

Both disclosure regimes on one name: who in Congress filed about BHP, 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
33
all PTR rows naming BHP
Members · 12m
2
1 buys · 3 sells · by trade date
Latest PTR
12-29
filed 2025-12-29
13F holders
481
top-481 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

Brian Babin · $15.0K–$50.0K

Purchase · traded 2022-06-27 → filed 2023-06-09. Ranked over every BHP row by the provable lower bound, never a point estimate.

2 members · 1 buys / 3 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

9 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

13 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. 13 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING BHP · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning BHP
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-12-29Josh Gottheimer D–NJ-5Sale · JT (jointly owned)Traded 11-19 +40d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-10-22Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 09-11 +41d$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 33 ↗

Members active in BHP

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing BHP 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.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
Josh Gottheimer D–NJ-51−$15.0K to −$1.0K2

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

Congress ↔ notable managers · BHP

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 Gotham Asset Management $538K held
Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · BHP BILLITON LIMITED

Merged timeline of congressional filings and notable-manager moves on BHP
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fnew+7,396 sh

1 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 BHP for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1MORGAN STANLEY$828M1
2FMR LLC$343M1
3WELLINGTON MANAGEMENT GROUP LLP$273M1
4DIMENSIONAL FUND ADVISORS LP$256M1
5BlackRock, Inc.$219M1
6BANK OF AMERICA CORP /DE/$211M1
7CITIGROUP INC$177M1
8NORTHERN TRUST CORP$171M1
9SIH Partners, LLLP$111M1
10STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$98.1M1
11AMERICAN CENTURY COMPANIES INC$95.7M1
12ROYAL BANK OF CANADA$90.2M1
13BANK OF MONTREAL /CAN/$83.2M1
14CIBC Bancorp USA Inc.$78.0M1
15JANE STREET GROUP, LLC$67.4M1
16UBS Group AG$57.2M1
17Townsend & Associates, Inc$49.8M1
18Main Street Research LLC$37.8M1
19Quantinno Capital Management LP$35.9M1
20SCOTIA CAPITAL INC.$34.9M1
21Rockefeller Capital Management L.P.$34.1M1
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC$33.4M1
23RAYMOND JAMES FINANCIAL INC$32.9M1
24Creative Planning$31.1M1
25Bank Julius Baer & Co. Ltd, Zurich$29.8M1
26WELLS FARGO & COMPANY/MN$25.1M1
27FRANKLIN RESOURCES INC$24.9M1
28ENVESTNET ASSET MANAGEMENT INC$24.7M1
29Corient Private Wealth LLC$23.2M1
30LPL Financial LLC$21.3M1
31AQR CAPITAL MANAGEMENT LLC$17.9M1
32O'SHAUGHNESSY ASSET MANAGEMENT, LLC$17.6M1
33FOUNDATIONS INVESTMENT ADVISORS, LLC$16.4M1
34Cetera Investment Advisers$15.5M1
35US BANCORP \DE\$14.7M1
36Waverly Advisors, LLC$13.5M1
37HighTower Advisors, LLC$13.1M1
38Grantham, Mayo, Van Otterloo & Co. LLC$12.7M1
39STIFEL FINANCIAL CORP$12.6M1
40QRG CAPITAL MANAGEMENT, INC.$12.5M1
41Optiver Holding B.V.$12.2M1
42Vident Advisory, LLC$11.7M1
43Tidal Investments LLC$11.5M1
44Moran Wealth Management, LLC$11.1M1
45Walleye Trading LLC$10.4M1
46Parallax Volatility Advisers, L.P.$10.1M1
47Addenda Capital Inc.$9.4M1
48Oxbow Advisors, LLC$9.3M1
49Mariner, LLC$9.2M1
50Greenline Partners, LLC$9.1M1
51NewEdge Wealth, LLC$9.0M1
52EARNEST PARTNERS LLC$8.9M1
53Guardian Partners Inc.$8.9M1
54MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$8.9M1
55STRATEGY ASSET MANAGERS LLC$8.6M1
56Cerity Partners LLC$8.5M1
57MERCER GLOBAL ADVISORS INC /ADV$8.4M1
58MANUFACTURERS LIFE INSURANCE COMPANY, THE$8.3M1
59Vanguard Personalized Indexing Management, LLC$7.8M1
60NATIONAL BANK OF CANADA /FI/$7.7M1
61Kessler Investment Group, LLC$7.3M1
62OSAIC HOLDINGS, INC.$7.3M1
63Connor, Clark & Lunn Investment Management Ltd.$7.2M1
64Callan Family Office, LLC$6.9M1
65Amundi$6.8M1
66FACTORY MUTUAL INSURANCE CO$6.5M1
67Palogic Value Management, L.P.$6.3M1
68MILLENNIUM MANAGEMENT LLC$6.1M1
69JAMISON PRIVATE WEALTH MANAGEMENT, INC.$5.9M1
70NewEdge Advisors, LLC$5.9M1
71CITADEL ADVISORS LLC$5.8M1
72COMMONWEALTH EQUITY SERVICES, LLC$5.5M1
73Kestra Advisory Services, LLC$5.4M1
74QUADRANT CAPITAL GROUP LLC$5.4M1
75SEI INVESTMENTS CO$5.3M1
76ABBINGTON INVESTMENT GROUP$5.2M1
77Strong Tower Advisory Services$4.9M1
78Graham Capital Management, L.P.$4.7M1
79Cohen Investment Advisors LLC$4.7M1
80EAGLE GLOBAL ADVISORS LLC$4.7M1
81PETREDIS INVESTMENT ADVISORS LLC$4.6M1
82&PARTNERS$4.5M1
83FIRST TRUST ADVISORS LP$4.1M1
84PANAGORA ASSET MANAGEMENT INC$4.1M1
85IEQ CAPITAL, LLC$4.1M1
86EVERGREEN CAPITAL MANAGEMENT LLC$4.0M1
87Sequoia Financial Advisors, LLC$3.9M1
88Laird Norton Wetherby Trust Company, LLC$3.8M1
89RITHOLTZ WEALTH MANAGEMENT$3.8M1
90NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.6M1
91Pathstone Holdings, LLC$3.6M1
92K.J. Harrison & Partners Inc$3.6M1
93Naviter Wealth, LLC$3.6M1
94Integras Partners LLC$3.5M1
95EXCHANGE TRADED CONCEPTS, LLC$3.5M1
96SHRIER WEALTH MANAGEMENT, LLC$3.4M1
97NORTHCAPE WEALTH MANAGEMENT, LLC$3.2M1
98HARDING LOEVNER LP$3.2M1
99XTX Topco Ltd$3.1M1
100UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$3.1M1
101Caprock Group, LLC$2.9M1
102Optimist Retirement Group LLC$2.9M1
103Frank, Rimerman Advisors LLC$2.7M1
104Compound Planning, Inc.$2.7M1
105LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7M1
106RED CEDAR INVESTMENT MANAGEMENT, LLC$2.7M1
107ASSOCIATED BANC-CORP$2.6M1
108CIBC Asset Management Inc$2.6M1
109D. E. Shaw & Co., Inc.$2.5M1
110Focus Partners Wealth$2.5M1
111Legacy Wealth Asset Management, LLC$2.5M1
112Advisors Asset Management, Inc.$2.5M1
113St. Louis Trust Co$2.5M1
114Baird Financial Group, Inc.$2.4M1
115Strategic Global Advisors, LLC$2.4M1
116TD Waterhouse Canada Inc.$2.4M1
117MidFirst Bank$2.3M1
118Massar Capital Management, LP$2.3M1
119Vise Technologies, Inc.$2.2M1
120MML INVESTORS SERVICES, LLC$2.2M1
121Aaron Wealth Advisors LLC$2.2M1
122D.A. DAVIDSON & CO.$2.2M1
123Orion Porfolio Solutions, LLC$2.2M1
124WCG Wealth Advisors LLC$2.1M1
125OPPENHEIMER & CO INC$2.1M1
126Moors & Cabot, Inc.$2.1M1
127Recurrent Investment Advisors LLC$2.0M1
128Castellan Group$2.0M1
129180 WEALTH ADVISORS, LLC$1.9M1
130Royal Fund Management, LLC$1.9M1
131Allspring Global Investments Holdings, LLC$1.9M1
132Summit Trail Advisors, LLC$1.8M1
133Walleye Capital LLC$1.7M1
134VIEWPOINT INVESTMENT PARTNERS CORP$1.7M1
135HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$1.7M1
136Squarepoint Ops LLC$1.7M1
137CHOREO, LLC$1.7M1
138Jackson Hole Capital Partners, LLC$1.6M1
139Gryphon Financial Partners LLC$1.6M1
140Vestmark Advisory Solutions, Inc.$1.5M1
141Connective Portfolio Management, LLC$1.5M1
142Stratos Wealth Partners, LTD.$1.4M1
143NOVEM GROUP$1.4M1
144Beacon Pointe Advisors, LLC$1.3M1
145Savant Capital, LLC$1.3M1
146MAI Capital Management$1.3M1
147Harbour Capital Advisors, LLC$1.3M1
148Cadence Wealth Management LLC$1.3M1
149MOODY NATIONAL BANK TRUST DIVISION$1.3M1
150BROWN ADVISORY INC$1.3M1
151M&T BANK CORP$1.2M1
152PROFUND ADVISORS LLC$1.2M1
153Abel Hall, LLC$1.2M1
154KESTRA PRIVATE WEALTH SERVICES, LLC$1.2M1
155Checchi Capital Advisers, LLC$1.2M1
156FIDUCIARY TRUST CO$1.2M1
157Smartleaf Asset Management LLC$1.2M1
158Prospera Financial Services Inc$1.2M1
159MONTGOMERY INVESTMENT MANAGEMENT INC$1.2M1
160UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.2M1
161SAGESPRING WEALTH PARTNERS, LLC$1.2M1
162Independent Advisor Alliance$1.1M1
163CHESAPEAKE CAPITAL CORP /IL/$1.1M1
164TRUIST FINANCIAL CORP$1.1M1
165SPROTT INC.$1.1M1
166MQS Management LLC$1.1M1
167Northwest Bancshares, Inc.$1.1M1
168Qtron Investments LLC$1.1M1
169Beck Bode, LLC$1.1M1
170GUGGENHEIM CAPITAL LLC$1.1M1
171Ballentine Partners, LLC$1.1M1
172Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$1.1M1
173Rossmore Private Capital$1.0M1
174DEUTSCHE BANK AG\$1.0M1
175FOUNDERS FINANCIAL SECURITIES LLC$1.0M1
176Berkeley Capital Partners, LLC$1.0M1
177Brevan Howard Capital Management LP$1.0M1
178Kathmere Capital Management, LLC$1.0M1
179Merit Financial Group, LLC$1.0M1
180Kingsview Wealth Management, LLC$997K1
181WealthTrust Axiom LLC$995K1
182ALPINE WOODS CAPITAL INVESTORS, LLC$980K1
183Marshall Financial Group, LLC$962K1
184Banco BTG Pactual S.A.$960K1
185Aptus Capital Advisors, LLC$959K1
186JACKSON SQUARE CAPITAL, LLC$955K1
187BAILARD, INC.$954K1
188Y-Intercept (Hong Kong) Ltd$949K1
189Hartford Funds Management Co LLC$946K1
190Manske Wealth Management$941K1
191U.S. Capital Wealth Advisors, LLC$931K1
192CWM, LLC$927K1
193PRINCIPAL SECURITIES, INC.$927K1
194Private Advisor Group, LLC$919K1
195Burford Brothers, Inc.$919K1
196INDEPENDENT FINANCIAL GROUP, LLC$907K1
197Steward Partners Investment Advisory, LLC$882K1
198Bedell Frazier Investment Counselling, LLC$880K1
199SANDLER CAPITAL MANAGEMENT$859K1
200Mutual Advisors, LLC$840K1
201SAGE RHINO CAPITAL LLC$832K1
202Invesco Ltd.$828K1
203Mesirow Financial Investment Management, Inc.$807K1
204Parrish Capital LLC$797K1
205Sigma Planning Corp$793K1
206Empowered Funds, LLC$790K1
207SUSQUEHANNA INTERNATIONAL GROUP, LLP$788K1
208PCM Encore, LLC$766K1
209Inspire Advisors, LLC$765K1
210CREDIT AGRICOLE S A$761K1
211Plan A Wealth LLC$751K1
212Gallacher Capital Management LLC$746K1
213SevenBridge Financial Group, LLC$746K1
214Blue Trust, Inc.$735K1
215Cordatus Wealth Management LLC$733K1
216MISSION WEALTH MANAGEMENT, LP$723K1
217STATE STREET CORP$719K1
218True Vision MN LLC$714K1
219Range Financial Group LLC$710K1
220JMN Financial LLC$703K1
221ASSETMARK, INC$702K1
222American Trust Investment Advisors, LLC$701K1
223Voleon Capital Management LP$698K1
224Centiva Capital, LP$684K1
225PDS Planning, Inc$675K1
226AXQ CAPITAL, LP$668K1
227INVICTUS PRIVATE WEALTH, LLC$667K1
228Fractal Investments LLC$655K1
229Eaton Financial Holdings Company, LLC$653K1
230Aprio Wealth Management, LLC$653K1
231AE Wealth Management LLC$648K1
232EP Wealth Advisors, LLC$625K1
233Marex Group Ltd$623K1
234XML Financial, LLC$621K1
235BLAIR WILLIAM & CO/IL$613K1
236Uncommon Cents Investing LLC$612K1
237Chicago Partners Investment Group LLC$611K1
238May Hill Capital, LLC$609K1
239Schonfeld Strategic Advisors LLC$608K1
240Bridgewater Advisors Inc.$607K1
241Legal Advantage Investments, Inc.$604K1
242Larry Mathis Financial Planning, LLC$600K1
243INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$595K1
244Alessandra Capital Management, LLC$588K1
245HB Wealth Management, LLC$584K1
246INTRUST BANK NA$571K1
247Lido Advisors, LLC$570K1
248Sivia Capital Partners, LLC$569K1
249COLDSTREAM CAPITAL MANAGEMENT INC$565K1
250VestGen Advisors, LLC$558K1
251Breakwater Capital Group$556K1
252Snowden Capital Advisors LLC$554K1
253Radnor Capital Management, LLC$553K1
254HARMONY ASSET MANAGEMENT LLC$543K1
255Allworth Financial LP$541K1
256Gotham Asset Management, LLC$538K1
257LaSalle St. Investment Advisors, LLC$528K1
258Choate Investment Advisors$527K1
259Frec Markets, Inc.$518K1
260West Family Investments, Inc.$515K1
261Federation des caisses Desjardins du Quebec$506K1
262FOCUSED ALPHA, LLC$491K1
263Investment Research Partners LLC$488K1
264BANK OF NOVA SCOTIA$487K1
265Jain Global LLC$481K1
266INSIGNEO ADVISORY SERVICES, LLC$481K1
267Garner Asset Management Corp$467K1
268Pinnacle Wealth Planning Services, Inc.$467K1
269SCHRODER INVESTMENT MANAGEMENT GROUP$461K1
270SHELTON CAPITAL MANAGEMENT$458K1
271Westover Capital Advisors, LLC$454K1
272SeaCrest Wealth Management, LLC$453K1
273HSBC HOLDINGS PLC$448K1
274Comprehensive Money Management Services LLC$439K1
275Stamos Capital Partners, L.P.$437K1
276Wedmont Private Capital$431K1
277Avidian Wealth Enterprises, LLC$427K1
278Pure Financial Advisors, LLC$426K1
279Veracity Capital LLC$425K1
280Carnegie Lake Advisors LLC$422K1
281Sowell Financial Services LLC$420K1
282DENALI ADVISORS LLC$412K1
283CenterStar Asset Management, LLC$409K1
284Catalyst Investment Management LLC$406K1
285LVW Advisors, LLC$398K1
286NAPLES GLOBAL ADVISORS, LLC$390K1
287JOHNSON INVESTMENT COUNSEL INC$387K1
288Parkside Financial Bank & Trust$387K1
289Avior Wealth Management, LLC$380K1
290FOX RUN MANAGEMENT, L.L.C.$380K1
291Concurrent Investment Advisors, LLC$377K1
292Retirement Planning Co of New England, Inc.$376K1
293Ascent Group, LLC$374K1
294OLD NATIONAL BANCORP /IN/$368K1
295Successful Portfolios LLC$367K1
296Cromwell Holdings LLC$365K1
297Timber Creek Capital Management LLC$364K1
298Trek Financial, LLC$363K1
299AMG National Trust Bank$357K1
300Wright Wealth LLC$346K1
301Williams & Novak Wealth Management, LLC$345K1
302Inspire Investing, LLC$345K1
303Centurion Wealth Management LLC$342K1
304Envestnet Portfolio Solutions, Inc.$338K1
305Cresset Asset Management, LLC$338K1
306EVOLVE PRIVATE WEALTH, LLC$334K1
307Aspen Wealth Strategies, LLC$333K1
30855 North Private Wealth, LLC$333K1
309GREAT VALLEY ADVISOR GROUP, INC.$332K1
310RWA WEALTH PARTNERS, LLC$316K1
311RIVERSEDGE ADVISORS, LLC$316K1
312Avestar Capital, LLC$315K1
313Farringdon Capital, Ltd.$311K1
314Essex Financial Services, Inc.$309K1
315VectorGlobal IAG, Inc.$308K1
316ROBERTS GLORE & CO INC /IL/$308K1
317New Republic Capital, LLC$304K1
318Knollwood Investment Advisory, LLC$302K1
319Pinnacle Financial Partners, Inc.$301K1
320Sandy Cove Advisors, LLC$297K1
321Corps Capital Advisors, LLC$291K1
322PFG Investments, LLC$290K1
323HUB Investment Partners, LLC$287K1
324EXENCIAL WEALTH ADVISORS, LLC$279K1
325Walser Wealth Management Company, A Ltd Liability Co$277K1
326FIFTH THIRD BANCORP$277K1
327SouthState Bank Corp$276K1
328AlTi Global, Inc.$275K1
329EVOKE WEALTH, LLC$270K1
330Cherokee Insurance Co$269K1
331Wealthcare Capital Partners, LLC$268K1
332COMMERCE BANK$268K1
333Affinity Capital Advisors, LLC$267K1
334Aviance Capital Partners, LLC$266K1
335Abundance Wealth Counselors$265K1
336J.W. COLE ADVISORS, INC.$264K1
337WELCH & FORBES LLC$263K1
338CVA Family Office, LLC$262K1
339Larson Financial Group LLC$262K1
340Freestone Capital Holdings, LLC$257K1
341Keebeck Wealth Management$255K1
342Resonant Capital Advisors, LLC$255K1
343FORTRESS PRIVATE LEDGER, LLC$253K1
344UHLMANN PRICE SECURITIES, LLC$253K1
345INTEGRAL INVESTMENT ADVISORS, INC.$253K1
346Corecam Pte. Ltd.$252K1
347Torrey Growth & Income Advisors$252K1
348MATHER GROUP, LLC.$249K1
349BXM Wealth LLC$245K1
350XXI WEALTH, LLC$245K1
351SmartHarvest Portfolios, LLC$244K1
352Pekin Hardy Strauss, Inc.$241K1
353CENTRAL TRUST Co$241K1
354SAPIENT CAPITAL LLC$240K1
355Gateway Wealth Partners, LLC$238K1
356HORIZON KINETICS ASSET MANAGEMENT LLC$235K1
357WEXFORD CAPITAL LP$234K1
358Keudell/Morrison Wealth Management$233K1
359Fortress Financial Solutions, LLC$230K1
360Klingman & Associates, LLC$229K1
361Leonteq Securities AG$228K1
362Syverson Strege & Co$227K1
363JACKSON THORNTON WEALTH MANAGEMENT, LLC$226K1
364Ewing Morris & Co. Investment Partners Ltd.$225K1
365Walker Asset Management, LLC$224K1
366Calamos Advisors LLC$224K1
367Calamos Wealth Management LLC$224K1
368Focus Partners Advisor Solutions, LLC$223K1
369Legacy Edge Advisors, LLC$222K1
370ELEVATION POINT WEALTH PARTNERS, LLC$221K1
371GREENWOOD GEARHART LLC$218K1
372R Squared Ltd$213K1
373Hardy Reed LLC$212K1
374Flatrock Wealth Partners LLC$205K1
375Lighthouse Investment Partners, LLC$204K1
376Smith Thornton Advisors LLC$204K1
377HBK Sorce Advisory LLC$202K1
378EARNED WEALTH ADVISORS, LLC$201K1
379BALDWIN WEALTH PARTNERS LLC/MA$200K1
380Owl Creek Wealth Partners LLC$171K1
381Acropolis Investment Management, LLC$145K1
382Manchester Capital Management LLC$134K1
383SUMMIT SECURITIES GROUP LLC$131K1
384Arax Advisory Partners$126K1
385DELTA ASSET MANAGEMENT LLC/TN$126K1
386Vermillion Wealth Management, Inc.$108K1
387Solstein Capital, LLC$106K1
388UMB Bank, n.a.$105K1
389MONTAG A & ASSOCIATES INC$101K1
390Zurcher Kantonalbank (Zurich Cantonalbank)$98.9K1
391Axiom Investment Management LLC$95.8K1
392NATIXIS$92.7K1
393HHM Wealth Advisors, LLC$89.5K1
394Bell Investment Advisors, Inc$86.0K1
395True Wealth Design, LLC$79.2K1
396HOEY INVESTMENTS, INC$72.7K1
397GHP Investment Advisors, Inc.$62.9K1
398Grove Bank & Trust$62.3K1
399JFS WEALTH ADVISORS, LLC$58.3K1
400SALEM INVESTMENT COUNSELORS INC$54.9K1
401Addison Advisors LLC$54.6K1
402Cassaday & Co Wealth Management LLC$53.7K1
403SHP Wealth Management$50.9K1
404CHILTON CAPITAL MANAGEMENT LLC$50.2K1
405Pingora Partners LLC$50.1K1
406Hilltop National Bank$49.1K1
407Caldwell Trust Co$48.0K1
408Frazier Financial Advisors, LLC$38.2K1
409Center for Financial Planning, Inc.$36.4K1
410FINANCIAL CONSULATE, INC$33.9K1
411Bangor Savings Bank$32.5K1
412Costello Asset Management, INC$32.4K1
413Rakuten Securities, Inc.$32.2K1
414EASTERN BANK$30.9K1
415SJS Investment Consulting Inc.$30.1K1
416PROSPERITY BANCSHARES INC$29.2K1
417Avalon Trust Co$29.1K1
418Financial Perspectives, Inc$26.6K1
419Vanguard National Trust Co$26.3K1
420AMERIFLEX GROUP, INC.$26.1K1
421ALERUS FINANCIAL NA$24.2K1
422Destiny Wealth Partners, LLC$22.8K1
423Breakwater Investment Management$20.7K1
424Annis Gardner Whiting Capital Advisors, LLC$20.2K1
425Atlantic Union Bankshares Corp$20.0K1
426WealthCollab, LLC$19.8K1
427Retirement Wealth Solutions LLC$19.5K1
428Physician Wealth Advisors, Inc.$18.8K1
429Asset Dedication, LLC$18.5K1
430JPL Wealth Management, LLC$15.1K1
431MASECO LLP$14.0K1
432Triumph Capital Management$14.0K1
433Signature Equity Partners, LLC$12.2K1
434ARMSTRONG ADVISORY GROUP, INC$11.6K1
435Evelyn Partners Investment Management Services Ltd$11.3K1
436American Capital Advisory, LLC$10.3K1
437NFSG Corp$10.2K1
438Key FInancial Inc$9.7K1
439MV CAPITAL MANAGEMENT, INC.$8.7K1
440Prestige Wealth Management Group LLC$8.4K1
441Intentional Wealth Strategies, LLC$8.1K1
442Abound Wealth Management$7.9K1
443Stone House Investment Management, LLC$7.7K1
444Acumen Wealth Advisors, LLC$7.6K1
445HRT FINANCIAL LP$7.5K1
446Signature Resources Capital Management, LLC$7.4K1
447DecisionPoint Financial, LLC$7.3K1
448Kingdom Financial Group LLC.$7.1K1
449BIRCHBROOK, INC.$6.8K1
450Rialto Wealth Management, LLC$6.6K1
451Burk Holdings LLC$6.0K1
452Murphy & Mullick Capital Management Corp$5.2K1
453Bank of Jackson Hole Trust$5.1K1
454INGALLS & SNYDER LLC$3.7K1
455Westfuller Advisors, LLC$3.6K1
456PEAPACK GLADSTONE FINANCIAL CORP$3.5K1
457Transamerica Financial Advisors, LLC$3.2K1
458BROWN, LISLE/CUMMINGS, INC.$2.9K1
459Elevated Capital Advisors, LLC$2.8K1
460IMG Wealth Management, Inc.$2.8K1
461Dogwood Wealth Management LLC$2.7K1
462Meramec Financial Planners, LLC$2.5K1
463SWAN Capital LLC$2.0K1
464PARK AVENUE SECURITIES LLC$1.9K1
465Hamrick Investment Counsel, llc$1.8K1
466Caitong International Asset Management Co., Ltd$1.5K1
467MCGUIRE CAPITAL ADVISORS INC$1.5K1
468Kilter Group LLC$6551
469Bollard Group LLC$6311
470WPG Advisers, LLC$5821
471Nvest Wealth Strategies, Inc.$5101
472Beaird Harris Wealth Management, LLC$4281
473THRIVENT FINANCIAL FOR LUTHERANS$2811
474VALLEY NATIONAL ADVISERS INC$291
475Centerpoint Advisors, LLC$201
476HAZLETT, BURT & WATSON, INC.$141
477Avion Wealth$61
478Smithfield Trust Co$31
479Capital Analysts, LLC$21
480NOMURA ASSET MANAGEMENT CO LTD$01
481Activest Wealth Management$01
Truncated by Public Filings. The published aggregate ranks the top 481 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 / 3 sell
Congress net ($ bound)−$44.0K to $12.0K
Filers net (actions)not in build
Filers net ($ 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 BHP

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for BHP · financials and macro

Financials — as filed PLANNED

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