Public record / Tickers / BMI

BMI — BADGER METER INC

Both disclosure regimes on one name: who in Congress filed about BMI, 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
7
all PTR rows naming BMI
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-12
filed 2025-08-12
13F holders
462
top-462 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

Markwayne Mullin · $15.0K–$50.0K

Sale · traded 2024-12-18 → filed 2024-12-31. Ranked over every BMI row by the provable lower bound, never a point estimate.

No member disclosed BMI 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

2 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. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING BMI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning BMI
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-12Markwayne Mullin R–OKPurchase · SP (spouse-owned)Traded 2024-01-04 LATE·586d$1K–$15Kamendment pending
2025-08-12Markwayne Mullin R–OKPurchaseTraded 2024-01-04 LATE·586d$1K–$15Kamendment pending
2024-12-31Markwayne Mullin R–OKSaleTraded 12-18 +13d$1K–$15K
2024-12-31Markwayne Mullin R–OKSale · SP (spouse-owned)Traded 12-18 +13d$15K–$50K
2016-07-13Suzan K. DelBene D–WA-1Sale · JT (jointly owned)Traded 06-09 +34d$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 7 ↗

Members active in BMI

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

No member disclosed BMI in the trailing 12 months.

Congress ↔ notable managers · BMI

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 Tudor Investment Corp $16.7M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · BADGER METER INC

Merged timeline of congressional filings and notable-manager moves on BMI
DateWhoChangeSize
2026-05-15Fundsmith 13Fnew+142,491 sh
2026-05-15Gotham Asset Management 13Fadd+2,079 sh
2026-05-15Tudor Investment Corp 13Ftrim−21,043 sh
2026-05-14Caxton Associates 13Fnew+31,802 sh

4 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 BMI for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$754M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$374M1
3STATE STREET CORP$232M1
4VANGUARD CAPITAL MANAGEMENT LLC$198M1
5GEODE CAPITAL MANAGEMENT, LLC$143M1
6UBS Group AG$131M1
7Invesco Ltd.$119M1
8MORGAN STANLEY$101M1
9FIRST TRUST ADVISORS LP$85.4M1
10DIMENSIONAL FUND ADVISORS LP$82.3M1
11Amundi$70.0M1
12Pictet Asset Management Holding SA$60.1M1
13NORTHERN TRUST CORP$50.7M1
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC$48.7M1
15BAMCO INC /NY/$47.6M1
16BANK OF AMERICA CORP /DE/$44.6M1
17MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$40.2M1
18Rockefeller Capital Management L.P.$39.9M1
19FRANKLIN RESOURCES INC$33.7M1
20VANGUARD FIDUCIARY TRUST CO$31.4M1
21Bank of New York Mellon Corp$31.3M1
22Grantham, Mayo, Van Otterloo & Co. LLC$31.0M1
23Legal & General Group Plc$30.9M1
24RENAISSANCE TECHNOLOGIES LLC$30.3M1
25AMERICAN CAPITAL MANAGEMENT INC$28.3M1
26TD ASSET MANAGEMENT INC$27.7M1
27PRINCIPAL FINANCIAL GROUP INC$27.5M1
28Belpointe Asset Management LLC$27.3M1
29Tidal Investments LLC$24.9M1
30STOREBRAND ASSET MANAGEMENT AS$23.7M1
31ROYAL BANK OF CANADA$22.2M1
32Fundsmith LLP$21.7M1
33Robeco Schweiz AG$21.5M1
34ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$21.0M1
35Nuveen, LLC$20.6M1
36FUNDSMITH INVESTMENT SERVICES LTD.$20.2M1
37JUPITER ASSET MANAGEMENT LTD$20.0M1
38ENVESTNET ASSET MANAGEMENT INC$20.0M1
39MILLENNIUM MANAGEMENT LLC$19.2M1
40RAYMOND JAMES FINANCIAL INC$19.2M1
41Allianz Asset Management GmbH$19.2M1
42Conestoga Capital Advisors, LLC$18.7M1
43DUDLEY & SHANLEY, INC.$18.6M1
44VOLORIDGE INVESTMENT MANAGEMENT, LLC$17.3M1
45TUDOR INVESTMENT CORP ET AL$16.7M1
46PUBLIC SECTOR PENSION INVESTMENT BOARD$16.1M1
47MAIRS & POWER INC$16.0M1
48CONGRESS ASSET MANAGEMENT CO$15.6M1
49Epoch Investment Partners, Inc.$15.4M1
50DEUTSCHE BANK AG\$14.3M1
51Select Equity Group, L.P.$14.0M1
52EULAV Asset Management$13.9M1
53Rodgers Brothers Inc.$13.6M1
54COMMONWEALTH EQUITY SERVICES, LLC$13.3M1
55UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$13.2M1
56ProShare Advisors LLC$12.8M1
57ALPS ADVISORS INC$12.0M1
58Squarepoint Ops LLC$11.6M1
59BROWN CAPITAL MANAGEMENT LLC$11.0M1
60Swiss Life Asset Management Ltd$10.8M1
61AMERIPRISE FINANCIAL INC$10.8M1
62Triodos Investment Management BV$9.9M1
63Man Group plc$9.9M1
64WELLS FARGO & COMPANY/MN$9.5M1
65Cerity Partners LLC$9.3M1
66Granite Investment Partners, LLC$9.3M1
67VICTORY CAPITAL MANAGEMENT INC$9.1M1
68Swiss National Bank$8.9M1
69Waverly Advisors, LLC$8.2M1
70Curi Capital, LLC$7.9M1
71Zurcher Kantonalbank (Zurich Cantonalbank)$7.4M1
72AQR CAPITAL MANAGEMENT LLC$7.0M1
73KLP KAPITALFORVALTNING AS$6.8M1
74ALTA CAPITAL MANAGEMENT LLC/$6.8M1
75TEACHER RETIREMENT SYSTEM OF TEXAS$6.7M1
76DUFF & PHELPS INVESTMENT MANAGEMENT CO$6.6M1
77CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$6.4M1
78Candriam S.C.A.$6.4M1
79ALLIANCEBERNSTEIN L.P.$6.4M1
80NEW YORK STATE COMMON RETIREMENT FUND$6.3M1
81CI INVESTMENTS INC.$6.2M1
82CITADEL ADVISORS LLC$6.1M1
83Bridge City Capital, LLC$6.0M1
84Meiji Yasuda Asset Management Co Ltd.$6.0M1
85Universal- Beteiligungs- und Servicegesellschaft mbH$5.8M1
86SEI INVESTMENTS CO$5.8M1
87LPL Financial LLC$5.6M1
88D. E. Shaw & Co., Inc.$5.5M1
89FEDERATED HERMES, INC.$5.4M1
90Palisades Investment Partners, LLC$5.4M1
91Wilmington Savings Fund Society, FSB$5.2M1
92HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$5.1M1
93CAXTON ASSOCIATES LLP$4.8M1
94TWO SIGMA INVESTMENTS, LP$4.7M1
95PRUDENTIAL FINANCIAL INC$4.6M1
96NEEDHAM INVESTMENT MANAGEMENT LLC$4.6M1
97STATE OF WISCONSIN INVESTMENT BOARD$4.5M1
98OSAIC HOLDINGS, INC.$4.4M1
99Creative Planning$4.3M1
100CITIGROUP INC$4.3M1
101UniSuper Management Pty Ltd$4.2M1
102US BANCORP \DE\$4.0M1
103VANGUARD ASSET MANAGEMENT, Ltd$4.0M1
104NORTHSTAR ASSET MANAGEMENT INC$3.8M1
105TRILLIUM ASSET MANAGEMENT, LLC$3.8M1
106Dorsey & Whitney Trust CO LLC$3.7M1
107Holocene Advisors, LP$3.7M1
108AMERICAN CENTURY COMPANIES INC$3.5M1
109Edgestream Partners, L.P.$3.5M1
110EFG International AG$3.4M1
111Vest Financial, LLC$3.4M1
112Hennion & Walsh Asset Management, Inc.$3.2M1
113Cardinal Capital Management$3.1M1
114FIFTH THIRD BANCORP$3.1M1
115Regency Capital Management Inc.\DE$3.0M1
116BLI - Banque de Luxembourg Investments$3.0M1
117Summit Financial, LLC$2.8M1
118INTECH INVESTMENT MANAGEMENT LLC$2.8M1
119XXEC, Inc.$2.7M1
120OLD SECOND NATIONAL BANK OF AURORA$2.6M1
121Avior Wealth Management, LLC$2.5M1
122Farrow Financial, Inc.$2.5M1
123MetLife Investment Management, LLC$2.5M1
124DnB Asset Management AS$2.4M1
125Illinois Municipal Retirement Fund$2.4M1
126SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.3M1
127STIFEL FINANCIAL CORP$2.3M1
128Advisors Asset Management, Inc.$2.3M1
129Assenagon Asset Management S.A.$2.2M1
130LRT Capital Management, LLC$2.2M1
131MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.1M1
132State of New Jersey Common Pension Fund D$2.1M1
133BANK OF MONTREAL /CAN/$2.1M1
134Linden Thomas Advisory Services, LLC$2.0M1
135FMR LLC$2.0M1
136Janus Henderson Group Ltd.$2.0M1
137Annex Advisory Services, LLC$1.9M1
138Vanguard Global Advisers, LLC$1.8M1
139Kestra Advisory Services, LLC$1.8M1
140AGF MANAGEMENT LTD$1.7M1
141Numerai GP LLC$1.7M1
142BOWEN HANES & CO INC$1.7M1
143BARCLAYS PLC$1.6M1
144MARTINGALE ASSET MANAGEMENT L P$1.6M1
145TRUIST FINANCIAL CORP$1.6M1
146Meiji Yasuda Life Insurance Co$1.5M1
147Pathstone Holdings, LLC$1.5M1
148KORNITZER CAPITAL MANAGEMENT INC /KS$1.4M1
149CIM, LLC$1.4M1
150Kiker Wealth Management, LLC$1.4M1
151KENNEDY CAPITAL MANAGEMENT LLC$1.4M1
152ESSEX INVESTMENT MANAGEMENT CO LLC$1.4M1
153SEB Asset Management AB$1.4M1
154Aberdeen Group plc$1.3M1
155Quantbot Technologies LP$1.3M1
156Arizona State Retirement System$1.2M1
157YOUSIF CAPITAL MANAGEMENT, LLC$1.2M1
158ROYCE & ASSOCIATES LP$1.2M1
159IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.2M1
160Connor, Clark & Lunn Investment Management Ltd.$1.2M1
161BAHL & GAYNOR INC$1.2M1
162Sumitomo Mitsui Trust Group, Inc.$1.2M1
163Vontobel Holding Ltd.$1.2M1
164Union Bancaire Privee, UBP SA$1.1M1
165Ethic Inc.$1.1M1
166Calamos Advisors LLC$1.1M1
167Calamos Wealth Management LLC$1.1M1
168Montanaro Asset Management Ltd$1.1M1
169COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.1M1
170Values First Advisors, Inc.$1.1M1
171Amova Asset Management Americas, Inc.$1.1M1
172Sierra Legacy Group$1.1M1
173Vanguard Investments Australia, Ltd.$1.1M1
174DIVERSIFY WEALTH MANAGEMENT, LLC$1.1M1
175Johnson Financial Group, Inc.$1.0M1
176OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.0M1
177STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.0M1
178MML INVESTORS SERVICES, LLC$1.0M1
179Cetera Investment Advisers$972K1
180ODDO BHF ASSET MANAGEMENT SAS$972K1
181SBI Okasan Asset Management Co.Ltd.$948K1
182Navigation Group, LLC$931K1
183VOYA INVESTMENT MANAGEMENT LLC$931K1
184CenterBook Partners LP$923K1
185LEVEL FOUR ADVISORY SERVICES, LLC$923K1
186River Street Advisors LLC$920K1
187Vanguard Personalized Indexing Management, LLC$906K1
188FLPUTNAM INVESTMENT MANAGEMENT CO$894K1
189Corient Private Wealth LLC$878K1
190Van Hulzen Asset Management, LLC$872K1
191BOOTHBAY FUND MANAGEMENT, LLC$869K1
192Caption Management, LLC$838K1
193Pinnacle Financial Partners, Inc.$826K1
194MERCER GLOBAL ADVISORS INC /ADV$804K1
195Gotham Asset Management, LLC$791K1
196OFI INVEST ASSET MANAGEMENT$782K1
197Quadrature Capital Ltd$774K1
198MARIETTA INVESTMENT PARTNERS LLC$750K1
199MISSION WEALTH MANAGEMENT, LP$704K1
200ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$683K1
201OP Asset Management Ltd$654K1
202Maryland State Retirement & Pension System$654K1
203Legato Capital Management LLC$635K1
204Envestnet Portfolio Solutions, Inc.$628K1
205DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$627K1
206Inspire Investing, LLC$623K1
207HighTower Advisors, LLC$604K1
208Grandeur Peak Global Advisors, LLC$592K1
209Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$570K1
210Vident Advisory, LLC$566K1
211FIRST CITIZENS BANK & TRUST CO$566K1
212Plus Group Wealth Advisors LLC$563K1
213Sequoia Financial Advisors, LLC$554K1
214QUADRANT CAPITAL GROUP LLC$553K1
215FIRST INTERSTATE BANK$548K1
216BENJAMIN EDWARDS INC$547K1
217Norway Savings Bank$540K1
218DAVENPORT & Co LLC$518K1
219MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$514K1
220Skandinaviska Enskilda Banken AB (publ)$508K1
221XPONANCE LLC$500K1
222KLCM Advisors, Inc.$488K1
223PPS&V ASSET MANAGEMENT CONSULTANTS, INC.$488K1
224Atria Investments, Inc$482K1
225Crossmark Global Holdings, Inc.$465K1
226AVIVA PLC$453K1
227WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$451K1
228CIBC Bancorp USA Inc.$449K1
229EXCHANGE TRADED CONCEPTS, LLC$441K1
230SCHRODER INVESTMENT MANAGEMENT GROUP$437K1
231D.B. Root & Company, LLC$433K1
232Quantinno Capital Management LP$431K1
233Empowered Funds, LLC$426K1
234Ellenbecker Investment Group$413K1
235Baird Financial Group, Inc.$400K1
236FORA Capital, LLC$399K1
237OPPENHEIMER ASSET MANAGEMENT INC.$374K1
238Ballentine Partners, LLC$370K1
239Corient IA LLC$369K1
240Ameritas Investment Partners, Inc.$367K1
241Modern Wealth Management, LLC$366K1
242Tower Research Capital LLC (TRC)$365K1
243Gibbs Wealth Management$353K1
244EVERGREEN CAPITAL MANAGEMENT LLC$351K1
245FIL Ltd$348K1
246BURNEY CO/$347K1
247Cresset Asset Management, LLC$344K1
248SATURNA CAPITAL CORP$340K1
249Midwest Professional Planners, LTD.$334K1
250Inspire Advisors, LLC$328K1
251Cullen Capital Management, LLC$319K1
252Caitlin John, LLC$317K1
253O'SHAUGHNESSY ASSET MANAGEMENT, LLC$317K1
254Focus Partners Wealth$314K1
255Brevan Howard Capital Management LP$297K1
256Columbia Bank$297K1
257Alliance Wealth Advisors, LLC /UT$297K1
258Alpha Wealth Funds, LLC$296K1
259XTX Topco Ltd$295K1
260Chevy Chase Trust Holdings, LLC$294K1
261PFG Investments, LLC$289K1
262Sage Mountain Advisors LLC$278K1
263&PARTNERS$273K1
264RWC Asset Management LLP$268K1
265Verition Fund Management LLC$264K1
266Steward Partners Investment Advisory, LLC$263K1
267Perbak Capital Partners LLP$261K1
268GLENMEDE TRUST CO NA$257K1
269Portside Wealth Group, LLC$257K1
270Yorktown Management & Research Co Inc$251K1
271Northside Capital Management, LLC$251K1
272Alpine Bank Wealth Management$247K1
273Rock Point Advisors, LLC$244K1
274New Age Alpha Advisors, LLC$241K1
275AE Wealth Management LLC$241K1
276Glen Eagle Advisors, LLC$238K1
277Clearwave Capital, LLC$237K1
278BankChampaign, National Association$235K1
279Graham Capital Management, L.P.$233K1
280Nvest Financial, LLC$229K1
281Ensign Peak Advisors, Inc$228K1
282Groupe la Francaise$228K1
283Millstone Evans Group, LLC$227K1
284Abel Hall, LLC$225K1
285AIGEN INVESTMENT MANAGEMENT, LP$225K1
286Blackstone Inc.$224K1
287UMB Bank, n.a.$221K1
288CONNABLE OFFICE INC$220K1
289Gallacher Capital Management LLC$217K1
290JOURNEY STRATEGIC WEALTH LLC$214K1
291NISA INVESTMENT ADVISORS, LLC$214K1
292Stratos Wealth Partners, LTD.$214K1
293Baker Ellis Asset Management LLC$213K1
294PERSONAL CFO SOLUTIONS, LLC$213K1
295Bryn Mawr Trust Advisors, LLC$211K1
296PRINCIPAL SECURITIES, INC.$205K1
297Perigon Wealth Management, LLC$201K1
298Concurrent Investment Advisors, LLC$200K1
299Freestone Grove Partners LP$196K1
300Pinnacle Wealth Planning Services, Inc.$192K1
301CWM, LLC$188K1
302State of Wyoming$186K1
303Financiere des Professionnels - Fonds d'investissement inc.$182K1
304Federation des caisses Desjardins du Quebec$150K1
305MAI Capital Management$116K1
306BNP Paribas Asset Management Holding S.A.$115K1
307NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$110K1
308Clearstead Advisors, LLC$107K1
309GHP Investment Advisors, Inc.$105K1
310Pacific Center for Financial Services$103K1
311Dundas Partners LLP$97.4K1
312Eurizon Capital SGR S.p.A.$94.1K1
313Aster Capital Management (DIFC) Ltd$92.7K1
314Bank Julius Baer & Co. Ltd, Zurich$91.4K1
315SIGNATUREFD, LLC$80.0K1
316Catalyst Capital Advisors LLC$67.8K1
317Global X Japan Co., Ltd.$51.2K1
318Caitong International Asset Management Co., Ltd$50.6K1
319SIMPLEX TRADING, LLC$43.9K1
320Manchester Capital Management LLC$42.5K1
321Allworth Financial LP$37.9K1
322Smartleaf Asset Management LLC$32.7K1
323PRIVATE TRUST CO NA$30.5K1
324Frazier Financial Advisors, LLC$30.5K1
325Kemnay Advisory Services Inc.$29.7K1
326Sterling Capital Management LLC$29.3K1
327Banque Cantonale Vaudoise$25.0K1
328Godfrey Financial Associates, Inc.$23.3K1
329SBI Securities Co., Ltd.$22.9K1
330N.E.W. Advisory Services LLC$21.5K1
331PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$21.3K1
332NATIONAL BANK OF CANADA /FI/$20.8K1
333DekaBank Deutsche Girozentrale$20.6K1
334Measured Wealth Private Client Group, LLC$20.4K1
335Parkside Financial Bank & Trust$18.9K1
336Leonteq Securities AG$18.4K1
337Salomon & Ludwin, LLC$18.3K1
338Transamerica Financial Advisors, LLC$15.7K1
339Physician Wealth Advisors, Inc.$14.8K1
340Guinness Asset Management LTD$14.2K1
341Financial Network Wealth Advisors LLC$13.4K1
342MidFirst Bank$12.3K1
343Addison Advisors LLC$11.9K1
344TD Waterhouse Canada Inc.$10.6K1
345Bell Investment Advisors, Inc$8.2K1
346NATIXIS ADVISORS, LLC$6.6K1
347Winch Advisory Services, LLC$5.2K1
348VAN ECK ASSOCIATES CORP$5.2K1
349Private Wealth Management Group, LLC$4.9K1
350CANADA LIFE ASSURANCE Co$4.6K1
351CVA Family Office, LLC$4.1K1
352JFS WEALTH ADVISORS, LLC$4.0K1
353Keating Financial Advisory Services, Inc.$3.8K1
354Mitsubishi UFJ Asset Management Co., Ltd.$3.0K1
355THRIVENT FINANCIAL FOR LUTHERANS$3.0K1
356STANCE CAPITAL LLC$2.7K1
357FARMERS & MERCHANTS INVESTMENTS INC$2.4K1
358ASSETMARK, INC$2.3K1
359State of Alaska, Department of Revenue$2.2K1
360TD Capital Management LLC$2.0K1
361JONES FINANCIAL COMPANIES LLLP$2.0K1
362ENTRUST FINANCIAL LLC$1.7K1
363NEW YORK STATE TEACHERS RETIREMENT SYSTEM$1.6K1
364AMALGAMATED BANK$1.3K1
365Mitsubishi UFJ Asset Management (UK) Ltd.$1.2K1
366TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.1K1
367MONTAG A & ASSOCIATES INC$1.0K1
368Blue Trust, Inc.$9141
369SJS Investment Consulting Inc.$7621
370DiNuzzo Private Wealth, Inc.$7621
371Ankerstar Wealth, LLC$7621
372PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$4911
373MCF Advisors LLC$4581
374GILPIN WEALTH MANAGEMENT, LLC$4581
375PARK AVENUE SECURITIES LLC$4461
376Prestige Wealth Management Group LLC$3051
377Abound Wealth Management$3051
378HFM Investment Advisors, LLC$3051
379Basecamp Wealth Advisors LLC$3051
380Fruth Investment Management$3041
381Vestcor Inc$2891
382KBC Group NV$2511
383TFC Financial Management, Inc.$1531
384Copeland Capital Management, LLC$1521
385Vermillion Wealth Management, Inc.$1521
386Signature Equity Partners, LLC$1521
387CX Institutional$491
388HARBOR CAPITAL ADVISORS, INC.$131
389NOMURA ASSET MANAGEMENT CO LTD$01
390VANGUARD GROUP INC$01
391DANSKE BANK A/S$01
392HARBOUR INVESTMENTS, INC.$01
393HSBC HOLDINGS PLC$01
394CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$01
395COMERICA BANK$01
396MACKENZIE FINANCIAL CORP$01
397VIRGINIA RETIREMENT SYSTEMS ET Al$01
398WEXFORD CAPITAL LP$01
399OAK RIDGE INVESTMENTS LLC$01
400CIBC WORLD MARKETS CORP$01
401GREAT LAKES ADVISORS, LLC$01
402ARGENT CAPITAL MANAGEMENT LLC$01
403ALLIANZ SE$01
404PROFUND ADVISORS LLC$01
405TRUST CO OF VERMONT$01
406CARDEROCK CAPITAL MANAGEMENT INC$01
407LAZARD ASSET MANAGEMENT LLC$01
408FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$01
409GUGGENHEIM CAPITAL LLC$01
410CANADA PENSION PLAN INVESTMENT BOARD$01
411CIBC Private Wealth Group LLC$01
412Town & Country Bank & Trust CO dba First Bankers Trust CO$01
413Mariner, LLC$01
414NORGES BANK$01
415HRT FINANCIAL LP$01
416TWO SIGMA ADVISERS, LP$01
417Lombard Odier Asset Management (USA) Corp$01
418SRH ADVISORS, LLC$01
419FOX RUN MANAGEMENT, L.L.C.$01
420Virtu Financial LLC$01
421MIRABELLA FINANCIAL SERVICES LLP$01
422Arax Advisory Partners$01
423JANE STREET GROUP, LLC$01
424Capital Innovations LLC$01
425Engineers Gate Manager LP$01
426Perpetual Ltd$01
427Cavalier Investments, LLC$01
428Schonfeld Strategic Advisors LLC$01
429CHOREO, LLC$01
430Kohmann Bosshard Financial Services, LLC$01
431IHT Wealth Management, LLC$01
432Tower View Wealth Management LLC$01
433Qube Research & Technologies Ltd$01
434Crewe Advisors LLC$01
435Larson Financial Group LLC$01
436ExodusPoint Capital Management, LP$01
437Global Retirement Partners, LLC$01
438Apollon Wealth Management, LLC$01
439Qsemble Capital Management, LP$01
440BELLEVUE ASSET MANAGEMENT, LLC$01
441Archer Investment Corp$01
442Aquatic Capital Management LLC$01
443CPC Advisors, LLC$01
444Concord Wealth Partners$01
445AlphaQuest LLC$01
446PharVision Advisers, LLC$01
447apricus wealth, LLC$01
448SageView Advisory Group, LLC$01
449Resona Asset Management Co.,Ltd.$01
450Dunhill Financial, LLC$01
451Quarry LP$01
452LBP AM SA$01
453NORDEN GROUP LLC$01
454QRG CAPITAL MANAGEMENT, INC.$01
455nVerses Capital, LLC$01
456Diversify Advisory Services, LLC$01
457Fortress Financial Solutions, LLC$01
458Rialto Wealth Management, LLC$01
459Kilter Group LLC$01
460OPTIMA CAPITAL LLC$01
461Clark Wealth Partners$01
462Greenline Wealth Management LLC$01
Truncated by Public Filings. The published aggregate ranks the top 462 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 BMI

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for BMI · financials and macro

Financials — as filed PLANNED

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