Public record / Tickers / CART

CART — Maplebear Inc.

Both disclosure regimes on one name: who in Congress filed about CART, 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
2
all PTR rows naming CART
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
10-22
filed 2025-10-22
13F holders
455
top-455 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

Lisa C. McClain · $1.0K–$15.0K

Sale · traded 2025-09-25 → filed 2025-10-22. Ranked over every CART row by the provable lower bound, never a point estimate.

1 member · 0 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.

Every row filed inside 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 CART · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CART
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-22Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 09-25 +27d$1K–$15K
2025-09-12Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 08-13 +30d$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 2 ↗

Members active in CART

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing CART 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-91−$15.0K to −$1.0K2

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

Congress ↔ notable managers · CART

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

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

Merged timeline of congressional filings and notable-manager moves on CART
DateWhoChangeSize
2026-05-15Miller Value Partners 13Fnew+45,557 sh
2026-05-15Gotham Asset Management 13Ftrim−39,039 sh
2026-05-15Moore Capital Management 13Ftrim−17,961 sh
2026-05-15Bridgewater Associates 13Fexit−917,620 sh
2026-05-14Caxton Associates 13Fadd+38,616 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 CART for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1SC US (TTGP), LTD.$1.0B1
2D1 Capital Partners L.P.$845M1
3BlackRock, Inc.$633M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$310M1
5VANGUARD CAPITAL MANAGEMENT LLC$290M1
6FMR LLC$226M1
7STATE STREET CORP$206M1
8DIMENSIONAL FUND ADVISORS LP$187M1
9GCM Grosvenor Holdings, LLC$155M1
10Holocene Advisors, LP$147M1
11GEODE CAPITAL MANAGEMENT, LLC$146M1
12Contour Asset Management LLC$146M1
13FEDERATED HERMES, INC.$128M1
14UBS Group AG$126M1
15JACOBS LEVY EQUITY MANAGEMENT, INC$98.6M1
16ANTIPODES PARTNERS Ltd$88.4M1
17DEUTSCHE BANK AG\$77.5M1
18WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$72.2M1
19MORGAN STANLEY$69.4M1
20Impactive Capital LP$58.9M1
21RENAISSANCE TECHNOLOGIES LLC$58.7M1
22BANK OF AMERICA CORP /DE/$58.5M1
23NORTHERN TRUST CORP$53.2M1
24JANE STREET GROUP, LLC$51.8M1
25GOODNOW INVESTMENT GROUP, LLC$51.8M1
26CHARLES SCHWAB INVESTMENT MANAGEMENT INC$49.7M1
27SHAPIRO CAPITAL MANAGEMENT LLC$48.3M1
28VANGUARD FIDUCIARY TRUST CO$42.3M1
29Bank of New York Mellon Corp$40.7M1
30Invesco Ltd.$34.7M1
31Point72 Asset Management, L.P.$34.3M1
32AQR CAPITAL MANAGEMENT LLC$32.6M1
33Epoch Investment Partners, Inc.$28.0M1
34Wolf Hill Capital Management, LP$26.9M1
35General Catalyst Group Management, LLC$26.6M1
36Paralel Advisors LLC$26.2M1
37FIRST TRUST ADVISORS LP$22.9M1
38Ardmore Road Asset Management LP$21.7M1
39Robeco Institutional Asset Management B.V.$21.4M1
40Squarepoint Ops LLC$21.2M1
41LAZARD ASSET MANAGEMENT LLC$20.5M1
42AMERIPRISE FINANCIAL INC$19.5M1
43AMERICAN CENTURY COMPANIES INC$19.3M1
44Quinn Opportunity Partners LLC$18.7M1
45VICTORY CAPITAL MANAGEMENT INC$18.5M1
46KINGDON CAPITAL MANAGEMENT, L.L.C.$17.6M1
47RHUMBLINE ADVISERS$17.5M1
48CITIGROUP INC$17.1M1
49Hook Mill Capital Partners, LP$16.5M1
50US BANCORP \DE\$16.5M1
51AMI ASSET MANAGEMENT CORP$15.7M1
52PRINCIPAL FINANCIAL GROUP INC$15.4M1
53ALLIANCEBERNSTEIN L.P.$14.6M1
54Gotham Asset Management, LLC$13.6M1
55UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$13.6M1
56Nuveen, LLC$13.4M1
57TD ASSET MANAGEMENT INC$13.2M1
58Swiss National Bank$12.6M1
59MANE GLOBAL CAPITAL MANAGEMENT LP$12.1M1
60BARCLAYS PLC$12.0M1
61ADAGE CAPITAL PARTNERS GP, L.L.C.$11.5M1
62Legal & General Group Plc$11.2M1
63Nierenberg Investment Management Company, LLC$10.9M1
64WELLINGTON MANAGEMENT GROUP LLP$10.8M1
65Alyeska Investment Group, L.P.$10.8M1
66CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$10.8M1
67MILLENNIUM MANAGEMENT LLC$10.6M1
68CITADEL ADVISORS LLC$10.6M1
69FRANKLIN RESOURCES INC$10.5M1
70SCGE MANAGEMENT, L.P.$10.5M1
71INVESTMENT HOUSE LLC$10.4M1
72Invenomic Capital Management LP$9.6M1
73VALUEWORKS LLC$9.3M1
74Mitsubishi UFJ Trust & Banking Corp$9.3M1
75Swedbank AB$8.6M1
76Shellback Capital, LP$8.6M1
77ENVESTNET ASSET MANAGEMENT INC$8.4M1
78Retirement Systems of Alabama$8.4M1
79Clark Capital Management Group, Inc.$8.4M1
80SEIZERT CAPITAL PARTNERS, LLC$7.6M1
81Qube Research & Technologies Ltd$7.5M1
82SEI INVESTMENTS CO$7.5M1
83Susquehanna Portfolio Strategies, LLC$7.1M1
84Quantinno Capital Management LP$7.1M1
85INTECH INVESTMENT MANAGEMENT LLC$7.0M1
86Verition Fund Management LLC$7.0M1
87PANAGORA ASSET MANAGEMENT INC$7.0M1
88HS Management Partners, LLC$7.0M1
89Hudson Bay Capital Management LP$6.9M1
90Mitsubishi UFJ Asset Management Co., Ltd.$6.5M1
91IEQ CAPITAL, LLC$6.3M1
92SUSQUEHANNA INTERNATIONAL GROUP, LLP$6.2M1
93WORLDQUANT MILLENNIUM ADVISORS LLC$6.0M1
94ROYAL BANK OF CANADA$5.8M1
95CastleKnight Management LP$5.8M1
96VANGUARD ASSET MANAGEMENT, Ltd$5.8M1
97CANADA PENSION PLAN INVESTMENT BOARD$5.7M1
98Generate Investment Management Ltd$5.6M1
99Ensign Peak Advisors, Inc$5.4M1
100New Age Alpha Advisors, LLC$5.3M1
101MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.2M1
102Illinois Municipal Retirement Fund$4.9M1
103Man Group plc$4.9M1
104Polar Asset Management Partners Inc.$4.9M1
105VOYA INVESTMENT MANAGEMENT LLC$4.7M1
106STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$4.4M1
107Elo Mutual Pension Insurance Co$4.4M1
108BOOTHBAY FUND MANAGEMENT, LLC$4.3M1
109NORDEA INVESTMENT MANAGEMENT AB$4.2M1
110Strategic Global Advisors, LLC$4.2M1
111Empowered Funds, LLC$3.9M1
112BANK OF MONTREAL /CAN/$3.7M1
113RAYMOND JAMES FINANCIAL INC$3.6M1
114Vanguard Global Advisers, LLC$3.6M1
115PRUDENTIAL FINANCIAL INC$3.6M1
116Kerrisdale Advisers, LLC$3.5M1
117STATE OF WISCONSIN INVESTMENT BOARD$3.5M1
118Qsemble Capital Management, LP$3.4M1
119NEW YORK STATE COMMON RETIREMENT FUND$3.4M1
120TWO SIGMA INVESTMENTS, LP$3.4M1
121MetLife Investment Management, LLC$3.4M1
122PRUDENTIAL PLC$3.3M1
123Crestwood Capital Management, L.P.$3.3M1
124DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$3.1M1
125Cerity Partners LLC$3.1M1
126WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.1M1
127Allspring Global Investments Holdings, LLC$3.1M1
128Skye Global Management LP$3.1M1
129Zurcher Kantonalbank (Zurich Cantonalbank)$3.0M1
130Boston Partners$3.0M1
131Abu Dhabi Investment Council Co P.J.S.C$2.9M1
132Janus Henderson Group Ltd.$2.9M1
133Pathstone Holdings, LLC$2.8M1
134NISA INVESTMENT ADVISORS, LLC$2.7M1
135Wealthspire Advisors, LLC$2.7M1
136Tabor Asset Management, LP$2.7M1
137ONTARIO TEACHERS PENSION PLAN BOARD$2.6M1
138MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.6M1
139HighTower Advisors, LLC$2.6M1
140Schonfeld Strategic Advisors LLC$2.5M1
141Jasper Ridge Partners, L.P.$2.5M1
142ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$2.4M1
143State of New Jersey Common Pension Fund D$2.4M1
144Aurora Investment Counsel$2.3M1
145AXQ CAPITAL, LP$2.3M1
146Universal- Beteiligungs- und Servicegesellschaft mbH$2.3M1
147PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$2.3M1
148KLP KAPITALFORVALTNING AS$2.2M1
149Creative Planning$2.1M1
150PenderFund Capital Management Ltd.$2.1M1
151BRIDGEWAY CAPITAL MANAGEMENT, LLC$2.1M1
152YOUSIF CAPITAL MANAGEMENT, LLC$2.0M1
153CAXTON ASSOCIATES LLP$2.0M1
154NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$2.0M1
155Quantbot Technologies LP$2.0M1
156Scott & Selber, Inc.$1.9M1
157Arizona State Retirement System$1.8M1
158Engineers Gate Manager LP$1.8M1
159COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.7M1
160MILLER VALUE PARTNERS, LLC$1.7M1
161STATE OF MICHIGAN RETIREMENT SYSTEM$1.7M1
162Sidoxia Capital Management, LLC$1.7M1
163Tidal Investments LLC$1.6M1
164Vanguard Investments Australia, Ltd.$1.6M1
165FIFTH THIRD BANCORP$1.6M1
166McLean Asset Management Corp$1.6M1
167a16z Perennial Management, L.P.$1.5M1
168SAPIENT CAPITAL LLC$1.5M1
169NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.5M1
170LPL Financial LLC$1.5M1
171MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.5M1
172Sterling Capital Management LLC$1.5M1
173OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.4M1
174STANCE CAPITAL LLC$1.4M1
175Oak Thistle LLC$1.4M1
176Ethic Inc.$1.4M1
177D. E. Shaw & Co., Inc.$1.4M1
178STIFEL FINANCIAL CORP$1.3M1
179Ameritas Investment Partners, Inc.$1.3M1
180PARAGON CAPITAL MANAGEMENT INC$1.3M1
181Y-Intercept (Hong Kong) Ltd$1.2M1
182Hillsdale Investment Management Inc.$1.2M1
183BERKSHIRE ASSET MANAGEMENT LLC/PA$1.1M1
184Capital World Investors$1.1M1
185Atom Investors LP$1.1M1
186Kintayl Capital LP$1.1M1
187WINTON GROUP Ltd$1.1M1
188NorthRock Partners, LLC$1.0M1
189XTX Topco Ltd$1.0M1
190Lido Advisors, LLC$1.0M1
191Pictet Asset Management Holding SA$1.0M1
192OSAIC HOLDINGS, INC.$1.0M1
193Daiwa Securities Group Inc.$1.0M1
194HANCOCK WHITNEY CORP$996K1
195Corient Private Wealth LLC$952K1
196LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$912K1
197GC Wealth Management RIA, LLC$869K1
198XPONANCE LLC$839K1
199EXCHANGE TRADED CONCEPTS, LLC$831K1
200Amundi$830K1
201PRIVATE CLIENT SERVICES, LLC$812K1
202Arkfeld Wealth Strategies, L.L.C.$811K1
203WINCAP FINANCIAL LLC$809K1
204SIMPLEX TRADING, LLC$798K1
205Quadrature Capital Ltd$796K1
206PRELUDE CAPITAL MANAGEMENT, LLC$779K1
207Compound Planning, Inc.$775K1
208PAR CAPITAL MANAGEMENT INC$762K1
209Hedeker Wealth, LLC$744K1
210HSBC HOLDINGS PLC$726K1
211Financiere des Professionnels - Fonds d'investissement inc.$708K1
212State of Wyoming$673K1
213Lansforsakringar Fondforvaltning AB (publ)$659K1
214Intellectus Partners, LLC$657K1
215MERCER GLOBAL ADVISORS INC /ADV$641K1
216NOMURA HOLDINGS INC$640K1
217BBR PARTNERS, LLC$637K1
218Cornerstone Wealth Group, LLC$613K1
219TD Waterhouse Canada Inc.$603K1
220Flatrock Wealth Partners LLC$601K1
221Swiss Life Asset Management Ltd$589K1
222TWIN FOCUS CAPITAL PARTNERS, LLC$588K1
223Perbak Capital Partners LLP$587K1
224Focus Partners Wealth$581K1
225BROWN ADVISORY INC$580K1
226DIMENSION CAPITAL MANAGEMENT LLC$580K1
227TEACHER RETIREMENT SYSTEM OF TEXAS$573K1
228MIRABELLA FINANCIAL SERVICES LLP$565K1
229CWM, LLC$552K1
230Bridgefront Capital, LLC$550K1
231Impact Partnership Wealth, LLC$549K1
232MOORE CAPITAL MANAGEMENT, LP$529K1
233UNITED CAPITAL FINANCIAL ADVISORS, LLC$521K1
234Brevan Howard Capital Management LP$519K1
235MAI Capital Management$515K1
236SECURIAN ASSET MANAGEMENT, INC$507K1
237Ballentine Partners, LLC$499K1
238OPPENHEIMER & CO INC$497K1
239ALPS ADVISORS INC$485K1
240SummitTX Capital, L.P.$481K1
241Paragon Capital Management Ltd$477K1
242OXFORD ASSET MANAGEMENT LLP$472K1
243WCG Wealth Advisors LLC$466K1
244AVIVA PLC$461K1
245BALYASNY ASSET MANAGEMENT L.P.$460K1
246Cetera Investment Advisers$448K1
247EVERGREEN CAPITAL MANAGEMENT LLC$440K1
248RFG Advisory, LLC$421K1
249Stokes Family Office, LLC$417K1
250Twin Tree Management, LP$416K1
251Summit Trail Advisors, LLC$412K1
252GUGGENHEIM CAPITAL LLC$404K1
253Federation des caisses Desjardins du Quebec$389K1
254Vanguard Personalized Indexing Management, LLC$381K1
255BAILARD, INC.$380K1
256Tower Research Capital LLC (TRC)$361K1
257WELLS FARGO & COMPANY/MN$361K1
258Concentric Capital Strategies, LP$361K1
259GREAT VALLEY ADVISOR GROUP, INC.$357K1
260Allworth Financial LP$354K1
261WRIGHT INVESTORS SERVICE INC$353K1
262Rafferty Asset Management, LLC$353K1
263Centiva Capital, LP$348K1
264DnB Asset Management AS$344K1
265Utah Retirement Systems$341K1
266Ironwood Financial, llc$338K1
267TWO SIGMA SECURITIES, LLC$338K1
268HB Wealth Management, LLC$336K1
269Kestra Advisory Services, LLC$333K1
270nVerses Capital, LLC$332K1
271CIBC Asset Management Inc$326K1
272Jefferies Financial Group Inc.$324K1
273Vident Advisory, LLC$309K1
274GATEWAY INVESTMENT ADVISERS LLC$308K1
275Savant Capital, LLC$302K1
276Capital Investment Counsel, Inc$300K1
277NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$295K1
278Maryland State Retirement & Pension System$291K1
279FOX RUN MANAGEMENT, L.L.C.$283K1
280ProShare Advisors LLC$276K1
281Cache Advisors, LLC$275K1
282AE Wealth Management LLC$271K1
283Sand Hill Global Advisors, LLC$261K1
284TRUIST FINANCIAL CORP$257K1
285Urban Wealth Management, LLC$257K1
286Applied Finance Capital Management, LLC$247K1
287Cambria Investment Management, L.P.$243K1
288Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$242K1
289RETIREMENT GUYS FORMULA LLC$236K1
290Crossmark Global Holdings, Inc.$235K1
291NORDEN GROUP LLC$232K1
292Rockefeller Capital Management L.P.$230K1
293Mariner, LLC$228K1
294SHELTON CAPITAL MANAGEMENT$219K1
295COMMONWEALTH EQUITY SERVICES, LLC$216K1
296iSAM Funds (UK) Ltd$213K1
297Annis Gardner Whiting Capital Advisors, LLC$207K1
298Walleye Capital LLC$181K1
299Clearstead Advisors, LLC$156K1
300GROUP ONE TRADING LLC$129K1
301Solstein Capital, LLC$117K1
302Larson Financial Group LLC$115K1
303BNP Paribas Asset Management Holding S.A.$107K1
304ASSETMARK, INC$94.7K1
305QUADRANT CAPITAL GROUP LLC$81.5K1
306UMB Bank, n.a.$70.6K1
307Steward Partners Investment Advisory, LLC$60.1K1
308Quarry LP$55.9K1
309Wilmington Savings Fund Society, FSB$54.8K1
310Mirae Asset Global Investments Co., Ltd.$54.3K1
311SIGNATUREFD, LLC$40.5K1
312Compound Global Advisors, LLC$35.6K1
313NFJ INVESTMENT GROUP, LLC$34.5K1
314LSV ASSET MANAGEMENT$28.0K1
315Arax Advisory Partners$21.4K1
316NOMURA ASSET MANAGEMENT CO LTD$17.6K1
317INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$16.6K1
318SBI Securities Co., Ltd.$12.1K1
319Center for Financial Planning, Inc.$11.1K1
320Parkside Financial Bank & Trust$9.9K1
321Eurizon Capital SGR S.p.A.$8.7K1
322ALGERT GLOBAL LLC$8.5K1
323Manchester Capital Management LLC$7.5K1
324Winch Advisory Services, LLC$7.3K1
325CVA Family Office, LLC$6.4K1
326FARMERS & MERCHANTS INVESTMENTS INC$5.6K1
327Hurley Capital, LLC$5.5K1
328CHILTON CAPITAL MANAGEMENT LLC$5.0K1
329True Wealth Design, LLC$4.4K1
330NEW YORK STATE TEACHERS RETIREMENT SYSTEM$4.2K1
331Abound Wealth Management$4.1K1
332DELTA ASSET MANAGEMENT LLC/TN$3.7K1
333Three Bearings Fiduciary Advisors, Inc.$3.7K1
334MidFirst Bank$3.2K1
335Penserra Capital Management LLC$3.1K1
336Keating Financial Advisory Services, Inc.$3.1K1
337AMALGAMATED BANK$3.1K1
338AMERIFLEX GROUP, INC.$2.9K1
339BARTLETT & CO. WEALTH MANAGEMENT LLC$2.9K1
340Treasurer of the State of North Carolina$2.8K1
341JFS WEALTH ADVISORS, LLC$2.5K1
342Private Wealth Management Group, LLC$2.5K1
343Rakuten Securities, Inc.$2.2K1
344TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$2.0K1
345FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$1.9K1
346MATHER GROUP, LLC.$1.9K1
347N.E.W. Advisory Services LLC$1.9K1
348ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.8K1
349THRIVENT FINANCIAL FOR LUTHERANS$1.7K1
350Smartleaf Asset Management LLC$1.6K1
351Jackson Creek Investment Advisors LLC$1.5K1
352Caitong International Asset Management Co., Ltd$1.5K1
353Barnes Dennig Private Wealth Management LLC$1.3K1
354Bell Investment Advisors, Inc$1.2K1
355GSA CAPITAL PARTNERS LLP$1.1K1
356Pinnacle Wealth Planning Services, Inc.$1.0K1
357Intentional Wealth Strategies, LLC$1.0K1
358Cromwell Holdings LLC$9741
359SJS Investment Consulting Inc.$8251
360Maxi Investments CY Ltd$8091
361Legacy Wealth Managment, LLC/ID$7121
362State of Alaska, Department of Revenue$6651
363DiNuzzo Private Wealth, Inc.$6371
364Vermillion Wealth Management, Inc.$5991
365PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$5981
366SouthState Bank Corp$5621
367Clearstead Trust, LLC$5621
368Spire Wealth Management$5351
369Marquette Asset Management, LLC$4871
370LORD, ABBETT & CO. LLC$4421
371Vestcor Inc$4421
372Rialto Wealth Management, LLC$4131
373WPG Advisers, LLC$4121
374HFM Investment Advisors, LLC$3751
375SHP Wealth Management$2621
376Kilter Group LLC$2251
377KBC Group NV$2031
378Prestige Wealth Management Group LLC$1131
379JPL Wealth Management, LLC$1131
380MV CAPITAL MANAGEMENT, INC.$381
381Quaker Wealth Management, LLC$381
382TFC Financial Management, Inc.$381
383American Capital Advisory, LLC$381
3843 FACTOR INDEXING, LLC$381
385CX Institutional$151
386Capital Advisors, Ltd. LLC$01
387M&T BANK CORP$01
388VANGUARD GROUP INC$01
389&PARTNERS$01
390DANSKE BANK A/S$01
391HARBOUR INVESTMENTS, INC.$01
392COMERICA BANK$01
393MAVERICK CAPITAL LTD$01
394TORONTO DOMINION BANK$01
395VIRGINIA RETIREMENT SYSTEMS ET Al$01
396SHAKER INVESTMENTS LLC/OH$01
397NATIXIS ADVISORS, LLC$01
398Asset Management One Co., Ltd.$01
399CIBC Private Wealth Group LLC$01
400Champlain Investment Partners, LLC$01
401Northern Right Capital Management, L.P.$01
402Bridgewater Associates, LP$01
403Orion Porfolio Solutions, LLC$01
404NORGES BANK$01
405PEAK6 LLC$01
406Cannell & Spears LLC$01
407Ruffer LLP$01
408TWO SIGMA ADVISERS, LP$01
409Diversified Trust Co$01
410Voleon Capital Management LP$01
411DRW Securities, LLC$01
412Accuvest Global Advisors$01
413Transamerica Financial Advisors, LLC$01
414Carnegie Investment Counsel$01
415SRH ADVISORS, LLC$01
416Renaissance Capital LLC$01
417Allianz Asset Management GmbH$01
418Atria Investments, Inc$01
419Baader Bank Aktiengesellschaft$01
420Assenagon Asset Management S.A.$01
421Headlands Technologies LLC$01
422Sequoia Financial Advisors, LLC$01
423Capital Impact Advisors, LLC$01
424Merit Financial Group, LLC$01
425Bayesian Capital Management, LP$01
426KESTRA PRIVATE WEALTH SERVICES, LLC$01
427Versor Investments LP$01
428Kohmann Bosshard Financial Services, LLC$01
429Caption Management, LLC$01
430Maytus Capital Management, LLC$01
431FORA Capital, LLC$01
432Brand Asset Management Group, Inc.$01
433Global Retirement Partners, LLC$01
434Salomon & Ludwin, LLC$01
435Physician Wealth Advisors, Inc.$01
436CERTUITY, LLC$01
437Aquatic Capital Management LLC$01
438Optiver Holding B.V.$01
439AlphaQuest LLC$01
440Greenland Capital Management LP$01
441Fifth Third Wealth Advisors LLC$01
442Forum Financial Management, LP$01
443SageView Advisory Group, LLC$01
444Dunhill Financial, LLC$01
445Vinva Investment Management Ltd$01
446Polymer Capital Management (US) LLC$01
447LECAP ASSET MANAGEMENT LTD$01
448Delta Global Management LP$01
449Envestnet Portfolio Solutions, Inc.$01
450Sivia Capital Partners, LLC$01
451Fieldview Capital Management, LLC$01
452Aster Capital Management (DIFC) Ltd$01
453North Dakota State Investment Board$01
454Darwins River Capital, LP$01
455INTERCAPITAL, LLC$01
Truncated by Public Filings. The published aggregate ranks the top 455 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)0 buy / 1 sell
Congress net ($ bound)−$15.0K to −$1.0K
Filers net (actions)not in build
Filers net ($ 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 CART

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for CART · financials and macro

Financials — as filed PLANNED

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