Public record / Tickers / CASY

CASY — CASEYS GENERAL STORES INC

Both disclosure regimes on one name: who in Congress filed about CASY, 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
15
all PTR rows naming CASY
Members · 12m
2
2 buys · 2 sells · by trade date
Latest PTR
04-15
filed 2026-04-15
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

Rick Larsen · $1.0K–$15.0K

Purchase · traded 2026-04-07 → filed 2026-04-15. Ranked over every CASY row by the provable lower bound, never a point estimate.

2 members · 2 buys / 2 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

5 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. 5 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CASY · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CASY
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-04-15Rick Larsen D–WA-2PurchaseTraded 04-07 +8d$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
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-11 LATE·63d$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 15 ↗

Members active in CASY

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing CASY 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
Rick Larsen D–WA-21$1.0K to $15.0K1

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

Congress ↔ notable managers · CASY

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 $33.5M held
Trimming
2 Bridgewater Associates, Third Point $3.0M held

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

Merged timeline of congressional filings and notable-manager moves on CASY
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+15,116 sh
2026-05-15Bridgewater Associates 13Ftrim−6,478 sh
2026-05-15Third Point 13Fexit−455,000 sh

3 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 CASY for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$3.1B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$1.4B1
3VANGUARD CAPITAL MANAGEMENT LLC$1.2B1
4STATE STREET CORP$1.0B1
5FRANKLIN RESOURCES INC$692M1
6MORGAN STANLEY$681M1
7FMR LLC$605M1
8Invesco Ltd.$459M1
9RAYMOND JAMES FINANCIAL INC$377M1
10Vontobel Holding Ltd.$368M1
11ENVESTNET ASSET MANAGEMENT INC$349M1
12Nuveen, LLC$334M1
13DIMENSIONAL FUND ADVISORS LP$326M1
14DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$325M1
15Capital World Investors$318M1
16WELLINGTON MANAGEMENT GROUP LLP$311M1
17VICTORY CAPITAL MANAGEMENT INC$303M1
18Janus Henderson Group Ltd.$269M1
19NORTHERN TRUST CORP$251M1
20BANK OF AMERICA CORP /DE/$247M1
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC$228M1
22PRINCIPAL FINANCIAL GROUP INC$184M1
23STIFEL FINANCIAL CORP$174M1
24VANGUARD FIDUCIARY TRUST CO$168M1
25UBS Group AG$153M1
26NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$144M1
27Corient Private Wealth LLC$142M1
28TD ASSET MANAGEMENT INC$124M1
29AMERICAN CENTURY COMPANIES INC$116M1
30Quantinno Capital Management LP$98.8M1
31EULAV Asset Management$95.4M1
32BENJAMIN EDWARDS INC$91.8M1
33WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$86.0M1
34LPL Financial LLC$84.3M1
35Swiss National Bank$79.2M1
36UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$79.0M1
37Baird Financial Group, Inc.$77.2M1
38ALLIANCEBERNSTEIN L.P.$74.5M1
39MAIRS & POWER INC$69.8M1
40Legal & General Group Plc$68.1M1
41Holocene Advisors, LP$67.6M1
42ANCHOR CAPITAL ADVISORS LLC$67.3M1
43HENNESSY ADVISORS INC$64.1M1
44CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$59.9M1
45Man Group plc$58.6M1
46WELLS FARGO & COMPANY/MN$57.7M1
47ROYAL BANK OF CANADA$56.8M1
48BROWN ADVISORY INC$54.1M1
49AQR CAPITAL MANAGEMENT LLC$51.7M1
50Cerity Partners LLC$49.2M1
51DEUTSCHE BANK AG\$46.7M1
52FEDERATED HERMES, INC.$46.0M1
53Copeland Capital Management, LLC$42.9M1
54Aberdeen Group plc$42.9M1
55Retirement Systems of Alabama$41.6M1
56ZACKS INVESTMENT MANAGEMENT$38.0M1
57DAVENPORT & Co LLC$37.3M1
58Carnegie Investment Counsel$36.9M1
59TEACHER RETIREMENT SYSTEM OF TEXAS$34.2M1
60Squarepoint Ops LLC$34.0M1
61FIRST TRUST ADVISORS LP$33.9M1
62Gotham Asset Management, LLC$33.5M1
63CITADEL ADVISORS LLC$33.3M1
64PRIMECAP MANAGEMENT CO/CA/$33.3M1
65Advisors Capital Management, LLC$31.8M1
66ProShare Advisors LLC$30.8M1
67BARCLAYS PLC$30.1M1
68BALYASNY ASSET MANAGEMENT L.P.$29.8M1
69HANCOCK WHITNEY CORP$29.7M1
70Connor, Clark & Lunn Investment Management Ltd.$28.8M1
71Mitsubishi UFJ Asset Management Co., Ltd.$28.4M1
72SEI INVESTMENTS CO$27.0M1
73AXIOM INVESTORS LLC /DE$26.5M1
74Epoch Investment Partners, Inc.$25.4M1
75Amundi$25.2M1
76LIBERTY ONE INVESTMENT MANAGEMENT, LLC$23.8M1
77STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$23.2M1
78STATE OF WISCONSIN INVESTMENT BOARD$22.5M1
79Smith Salley Wealth Management$22.3M1
80Moran Wealth Management, LLC$20.8M1
81Midwest Trust Co$20.1M1
82Cetera Investment Advisers$20.0M1
83OSAIC HOLDINGS, INC.$18.6M1
84Korea Investment CORP$18.6M1
85CITIGROUP INC$18.2M1
86Dakota Wealth Management$17.3M1
87Sanctuary Advisors, LLC$16.0M1
88Paragon Capital Management LLC$15.5M1
89WealthPlan Investment Management, LLC$15.5M1
90HOWE & RUSLING INC$15.3M1
91Illinois Municipal Retirement Fund$14.9M1
92Arkfeld Wealth Strategies, L.L.C.$14.9M1
93EVEXIA WEALTH LLC$14.8M1
94LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$14.3M1
95FIFTH THIRD BANCORP$14.2M1
96MANUFACTURERS LIFE INSURANCE COMPANY, THE$14.0M1
97COOKSON PEIRCE & CO INC$13.9M1
98Orion Porfolio Solutions, LLC$13.8M1
99INTECH INVESTMENT MANAGEMENT LLC$12.8M1
100CWA Asset Management Group, LLC$12.7M1
101SCOPUS ASSET MANAGEMENT, L.P.$12.5M1
102Vanguard Investments Australia, Ltd.$12.5M1
103Curi Capital, LLC$12.4M1
104Mariner, LLC$12.1M1
105TD Waterhouse Canada Inc.$12.1M1
106ASSETMARK, INC$11.7M1
1071832 Asset Management L.P.$11.5M1
108COMMONWEALTH EQUITY SERVICES, LLC$11.4M1
109Robeco Institutional Asset Management B.V.$11.2M1
110Vanguard Global Advisers, LLC$11.1M1
111Kestra Advisory Services, LLC$10.8M1
112Banque Transatlantique SA$10.6M1
113Pinnacle Financial Partners, Inc.$10.6M1
114BANK OF MONTREAL /CAN/$10.5M1
115COMMERCE BANK$10.4M1
116Focus Partners Wealth$10.4M1
117MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$10.3M1
118VANGUARD ASSET MANAGEMENT, Ltd$10.2M1
119HighTower Advisors, LLC$10.1M1
120Pictet Asset Management Holding SA$10.1M1
121Asset Management One Co., Ltd.$10.1M1
122JENNISON ASSOCIATES LLC$9.9M1
123BNP Paribas Asset Management Holding S.A.$9.9M1
124Nordwand Advisors, LLC$9.8M1
125Creative Planning$9.4M1
126Stratos Wealth Partners, LTD.$9.3M1
127Universal- Beteiligungs- und Servicegesellschaft mbH$9.3M1
128Freestone Grove Partners LP$9.2M1
129Swiss Life Asset Management Ltd$9.1M1
130State of New Jersey Common Pension Fund D$9.0M1
131MEEDER ASSET MANAGEMENT INC$9.0M1
132OPPENHEIMER & CO INC$9.0M1
133NOMURA ASSET MANAGEMENT CO LTD$8.7M1
134Ameritas Investment Partners, Inc.$8.6M1
135Inspire Investing, LLC$8.6M1
136Resona Asset Management Co.,Ltd.$8.3M1
137Hudson Bay Capital Management LP$8.2M1
138O'SHAUGHNESSY ASSET MANAGEMENT, LLC$7.9M1
139EP Wealth Advisors, LLC$7.8M1
140Arizona State Retirement System$7.3M1
141Steward Partners Investment Advisory, LLC$7.3M1
142BEACON INVESTMENT ADVISORS LLC$7.3M1
143Moors & Cabot, Inc.$7.2M1
144Lido Advisors, LLC$7.1M1
145NewSquare Capital LLC$7.1M1
146MGO ONE SEVEN LLC$7.0M1
147JAMES INVESTMENT RESEARCH, INC.$7.0M1
148Zurcher Kantonalbank (Zurich Cantonalbank)$6.9M1
149RWA WEALTH PARTNERS, LLC$6.8M1
150COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$6.8M1
151Journey Advisory Group, LLC$6.7M1
152HSBC HOLDINGS PLC$6.6M1
153MONTAG A & ASSOCIATES INC$6.6M1
154STATE OF MICHIGAN RETIREMENT SYSTEM$6.5M1
155Susquehanna Portfolio Strategies, LLC$6.4M1
156UNIVEST FINANCIAL Corp$6.4M1
157ICW Investment Advisors LLC$6.3M1
158INTEGRITY ALLIANCE, LLC.$6.2M1
159OCCUDO QUANTITATIVE STRATEGIES LP$6.1M1
160Marks Group Wealth Management, Inc$6.1M1
161NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.0M1
162TRUIST FINANCIAL CORP$6.0M1
163CPC Advisors, LLC$6.0M1
164AssuredPartners Investment Advisors, LLC$6.0M1
165Robbins Farley$6.0M1
166Skye Global Management LP$6.0M1
167Allianz Asset Management GmbH$5.8M1
168Leeward Investments, LLC - MA$5.8M1
169PRUDENTIAL FINANCIAL INC$5.8M1
170PEAK6 LLC$5.8M1
171MERCER GLOBAL ADVISORS INC /ADV$5.7M1
172Foster Group, Inc.$5.7M1
173Bank of New Hampshire$5.7M1
174Harvest Investment Services, LLC$5.7M1
175OREGON PUBLIC EMPLOYEES RETIREMENT FUND$5.6M1
176IFM Investors Pty Ltd$5.6M1
177Monument Capital Management$5.6M1
178Spire Wealth Management$5.6M1
179IEQ CAPITAL, LLC$5.6M1
180Penobscot Investment Management Company, Inc.$5.5M1
181FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$5.4M1
182PITTENGER & ANDERSON INC$5.4M1
183Vanguard Personalized Indexing Management, LLC$5.4M1
184Vident Advisory, LLC$5.2M1
185BLAIR WILLIAM & CO/IL$5.2M1
186Tidal Investments LLC$5.2M1
187Avantax Planning Partners, Inc.$5.2M1
188XPONANCE LLC$5.2M1
189DENALI ADVISORS LLC$5.1M1
190Nippon Life Global Investors Americas, Inc.$5.1M1
191Select Equity Group, L.P.$5.1M1
192PDT Partners, LLC$5.0M1
193WealthPLAN Partners, LLC$4.9M1
194D.A. DAVIDSON & CO.$4.9M1
195MML INVESTORS SERVICES, LLC$4.8M1
196CI INVESTMENTS INC.$4.8M1
197Freedom Day Solutions, LLC$4.8M1
198Security National Bank$4.7M1
199Westview Management dba Westview Investment Advisors$4.7M1
200CLIFFORD SWAN INVESTMENT COUNSEL LLC$4.6M1
201BUCKHEAD CAPITAL MANAGEMENT LLC$4.6M1
202GWN SECURITIES INC.$4.4M1
203Utah Retirement Systems$4.4M1
204VOYA INVESTMENT MANAGEMENT LLC$4.3M1
205DIVIDEND ASSETS CAPITAL, LLC$4.1M1
206Focus Partners Advisor Solutions, LLC$4.1M1
207Empowered Funds, LLC$4.1M1
208OPPENHEIMER ASSET MANAGEMENT INC.$4.1M1
209ISLAY CAPITAL MANAGEMENT, LLC$3.9M1
210PANAGORA ASSET MANAGEMENT INC$3.9M1
211SOROS CAPITAL MANAGEMENT LLC$3.8M1
212NORTHWEST WEALTH MANAGEMENT, LLC$3.8M1
213CIBC WORLD MARKET INC.$3.8M1
214WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.7M1
215BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.7M1
216SevenBridge Financial Group, LLC$3.7M1
217GATEWAY INVESTMENT ADVISERS LLC$3.7M1
218Aptus Capital Advisors, LLC$3.6M1
219CWM, LLC$3.6M1
220Brevan Howard Capital Management LP$3.6M1
221Independent Solutions Wealth Management, LLC$3.6M1
222Sagefield Capital LP$3.6M1
223Private Advisor Group, LLC$3.5M1
224Summit Trail Advisors, LLC$3.5M1
225TORONTO DOMINION BANK$3.4M1
226Henshaw Capital LLC$3.4M1
227NISSAY ASSET MANAGEMENT CORP /JAPAN$3.4M1
228Summit Financial, LLC$3.4M1
229CAPSTONE INVESTMENT ADVISORS, LLC$3.4M1
230Pathstone Holdings, LLC$3.4M1
231Atria Investments, Inc$3.3M1
232Daiwa Securities Group Inc.$3.3M1
233Genus Capital Management Inc.$3.2M1
234Leibman Financial Services, Inc.$3.2M1
235US BANCORP \DE\$3.2M1
236MILLENNIUM MANAGEMENT LLC$3.2M1
237YHB Investment Advisors, Inc.$3.1M1
238Emerald Investment Advisers, LLC$3.1M1
239Concurrent Investment Advisors, LLC$3.1M1
240Bridgewater Associates, LP$3.0M1
241Sumitomo Mitsui DS Asset Management Company, Ltd$3.0M1
242&PARTNERS$3.0M1
243Sequoia Financial Advisors, LLC$3.0M1
244MCF Advisors LLC$3.0M1
245PROMETHIUM ADVISORS,LLC$3.0M1
246ORSER CAPITAL MANAGEMENT, LLC$2.9M1
247PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$2.9M1
248JANE STREET GROUP, LLC$2.9M1
249Snowden Capital Advisors LLC$2.9M1
250BANK OF NOVA SCOTIA$2.9M1
251FIRST NATIONAL BANK OF OMAHA$2.8M1
252Westover Capital Advisors, LLC$2.8M1
253TWO SIGMA INVESTMENTS, LP$2.8M1
254BURNEY CO/$2.7M1
255Texas Yale Capital Corp.$2.6M1
256AE Wealth Management LLC$2.6M1
257CREDIT AGRICOLE S A$2.6M1
258Federation des caisses Desjardins du Quebec$2.6M1
259Redmond Asset Management, LLC$2.5M1
260SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.5M1
261Lombard Odier Asset Management (USA) Corp$2.5M1
262Rockefeller Capital Management L.P.$2.5M1
263Prairie Wealth Advisors, Inc.$2.4M1
264DUNCKER STREETT & CO INC$2.4M1
265PICTON MAHONEY ASSET MANAGEMENT$2.4M1
266Linden Thomas Advisory Services, LLC$2.3M1
267PRINCIPAL SECURITIES, INC.$2.3M1
268EXCHANGE TRADED CONCEPTS, LLC$2.2M1
269Keel Point, LLC$2.2M1
270UMB Bank, n.a.$2.2M1
271MACKENZIE FINANCIAL CORP$2.2M1
272MONEY CONCEPTS CAPITAL CORP$2.1M1
273Arax Advisory Partners$2.1M1
274Barden Capital Management, Inc.$2.0M1
275GUGGENHEIM CAPITAL LLC$2.0M1
276Cyndeo Wealth Partners, LLC$2.0M1
277SECURIAN ASSET MANAGEMENT, INC$2.0M1
278Interval Partners, LP$2.0M1
279QUADRANT CAPITAL GROUP LLC$2.0M1
280GREAT VALLEY ADVISOR GROUP, INC.$2.0M1
281Investment Management Corp of Ontario$1.9M1
282PECAUT & CO.$1.9M1
283LGT Fund Management Co Ltd.$1.9M1
284Savant Capital, LLC$1.9M1
285Trueblood Wealth Management, LLC$1.9M1
286Assenagon Asset Management S.A.$1.8M1
287Wealth Advisors of Iowa, LLC$1.8M1
288TOWNSQUARE CAPITAL LLC$1.8M1
289KEYBANK NATIONAL ASSOCIATION/OH$1.8M1
290FULLER & THALER ASSET MANAGEMENT, INC.$1.8M1
291DIVERSIFY WEALTH MANAGEMENT, LLC$1.8M1
292Kenora Financial, LLC$1.8M1
293Bank Julius Baer & Co. Ltd, Zurich$1.8M1
294CHOREO, LLC$1.7M1
295M&T BANK CORP$1.7M1
296Aaron Wealth Advisors LLC$1.7M1
297Merit Financial Group, LLC$1.7M1
298RITHOLTZ WEALTH MANAGEMENT$1.7M1
299Advisor OS, LLC$1.6M1
300Fire Capital Management LLC$1.6M1
301Fortis Group Advisors, LLC$1.6M1
302OMERS ADMINISTRATION Corp$1.6M1
303Vestmark Advisory Solutions, Inc.$1.6M1
304Coastal Bridge Advisors, LLC$1.6M1
305Grandview Asset Management LLC$1.6M1
306NORDEA INVESTMENT MANAGEMENT AB$1.6M1
307West Financial Advisors, LLC$1.6M1
308Waverly Advisors, LLC$1.6M1
309MAI Capital Management$1.6M1
310Bellwether Advisors, LLC$1.6M1
311Mokosak Advisory Group, LLC$1.6M1
312BAILARD, INC.$1.5M1
313JSF Financial, LLC$1.5M1
314GLOBALT Investments LLC / GA$1.5M1
315National Pension Service$1.5M1
316CIBC Bancorp USA Inc.$1.5M1
317INTRUST BANK NA$1.5M1
318RETIREMENT GUYS FORMULA LLC$1.5M1
319Mitsubishi UFJ Trust & Banking Corp$1.5M1
320JACOBS LEVY EQUITY MANAGEMENT, INC$1.5M1
321Sepio Capital, LP$1.5M1
322Jefferies Financial Group Inc.$1.4M1
323Inscription Capital, LLC$1.4M1
324Blueshift Asset Management, LLC$1.4M1
325Clarity Asset Management, Inc.$1.4M1
326Stenger Family Office, LLC$1.4M1
327NewEdge Advisors, LLC$1.4M1
328Wellington Grp LLC$1.3M1
329Maryland State Retirement & Pension System$1.3M1
330NORDEN GROUP LLC$1.3M1
331Dynasty Wealth Management, LLC$1.3M1
332Callan Family Office, LLC$1.3M1
333Eurizon Capital SGR S.p.A.$1.3M1
334CIBC Asset Management Inc$1.3M1
335Koshinski Asset Management, Inc.$1.3M1
336NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.2M1
337CRAWFORD INVESTMENT COUNSEL INC$1.2M1
338Applied Capital LLC/FL$1.2M1
339Regal Investment Advisors LLC$1.2M1
340QRG CAPITAL MANAGEMENT, INC.$1.2M1
341Tyche Wealth Partners LLC$1.2M1
342Metis Global Partners, LLC$1.2M1
343Net Worth Advisory Group$1.2M1
344CENTRAL TRUST Co$1.2M1
345Advisory Advocates, LLC$1.2M1
346Independent Wealth Network Inc.$1.1M1
347Envestnet Portfolio Solutions, Inc.$1.1M1
348Equitable Holdings, Inc.$1.1M1
349OAK RIDGE INVESTMENTS LLC$1.1M1
350OmniStar Financial Group, Inc.$1.1M1
351Allworth Financial LP$1.1M1
352WORLD EQUITY GROUP, INC.$1.1M1
353COLDSTREAM CAPITAL MANAGEMENT INC$1.1M1
354Woodline Partners LP$1.1M1
355Chicago Partners Investment Group LLC$1.0M1
356Alamea Verwaltungs GmbH$1.0M1
357EVERGREEN CAPITAL MANAGEMENT LLC$999K1
358VIAWEALTH, LLC$987K1
359ABN AMRO INVESTMENT SOLUTIONS$986K1
360Portside Wealth Group, LLC$978K1
361Seelaus Asset Management LLC$948K1
362Harbour Capital Advisors, LLC$943K1
363Menard Financial Group LLC$926K1
364SEEDS INVESTOR LLC$925K1
365Fjell Capital, LLC$911K1
366AVIVA PLC$907K1
367Brookwood Investment Group LLC$884K1
368Americana Partners, LLC$877K1
369SHELTON CAPITAL MANAGEMENT$876K1
370Gilbert & Cook, Inc.$873K1
371ONTARIO TEACHERS PENSION PLAN BOARD$873K1
372MACQUARIE GROUP LTD$867K1
373First Nebraska Trust Co$853K1
374FOUNDATIONS INVESTMENT ADVISORS, LLC$849K1
375Perbak Capital Partners LLP$843K1
376FIDUCIARY TRUST CO$828K1
377Compound Planning, Inc.$827K1
378Laird Norton Wetherby Trust Company, LLC$824K1
379Advisors Asset Management, Inc.$817K1
380CANADA PENSION PLAN INVESTMENT BOARD$815K1
381PAX Financial Group, LLC$814K1
382Tower Research Capital LLC (TRC)$807K1
383Goldstone Financial Group, LLC$801K1
384FLAGSHIP HARBOR ADVISORS, LLC$801K1
385Crossmark Global Holdings, Inc.$799K1
386Elevation Advisory Partners LLC$790K1
387RENAISSANCE GROUP LLC$778K1
388North Dakota State Investment Board$778K1
389BCS Private Wealth Management, Inc.$775K1
390Berger Financial Group, Inc$767K1
391World Investment Advisors$761K1
392Gibbs Wealth Management$755K1
393Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$741K1
394STRATEGY ASSET MANAGERS LLC$736K1
395WealthTrust Axiom LLC$731K1
396ARWA LLC$729K1
397Baker Avenue Asset Management, LP$724K1
398Dynamic Financial Group$719K1
399UNITED CAPITAL FINANCIAL ADVISORS, LLC$718K1
400Ascentis Independent Advisors$718K1
401VIRTUS ADVISERS, LLC$715K1
402HB Wealth Management, LLC$696K1
403Optimize Financial Inc$695K1
404Accel Wealth Management$691K1
405Meiji Yasuda Asset Management Co Ltd.$681K1
406Heritage Investment Group, Inc.$681K1
407CHICAGO TRUST Co NA$678K1
408INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$676K1
409PROFUND ADVISORS LLC$675K1
410Ausdal Financial Partners, Inc.$671K1
411ELEVATION POINT WEALTH PARTNERS, LLC$665K1
412LifeWealth Investments, LLC$665K1
413Vise Technologies, Inc.$664K1
414Expressive Wealth LLC$654K1
415Rafferty Asset Management, LLC$648K1
416Walker Asset Management, LLC$637K1
417IMC-Chicago, LLC$636K1
418Accurate Wealth Management, LLC$628K1
419Sovran Advisors, LLC$623K1
420Laidlaw Wealth Management LLC$619K1
421SAGESPRING WEALTH PARTNERS, LLC$615K1
422MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$609K1
423Raleigh Capital Management Inc.$600K1
424LexAurum Advisors, LLC$588K1
425Kera Capital Partners, Inc.$587K1
426MITCHELL SINKLER & STARR/PA$586K1
427VERUS CAPITAL PARTNERS, LLC$584K1
428America First Investment Advisors, LLC$582K1
429First Eagle Investment Management, LLC$582K1
430Qsemble Capital Management, LP$577K1
431STEPHENS INC /AR/$577K1
432ARTHUR M. COHEN & ASSOCIATES, LLC$556K1
433ALPS ADVISORS INC$549K1
434iSAM Funds (UK) Ltd$541K1
435Ashton Thomas Private Wealth, LLC$541K1
436FULTON BANK, N.A.$541K1
437Resurgent Financial Advisors LLC$539K1
438HUB Investment Partners, LLC$538K1
439BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$528K1
440Transamerica Financial Advisors, LLC$527K1
441Procyon Advisors, LLC$527K1
442SCOTIA CAPITAL INC.$524K1
443UniSuper Management Pty Ltd$524K1
444NATIONAL BANK OF CANADA /FI/$523K1
445Apollon Wealth Management, LLC$517K1
446First National Advisers, LLC$515K1
447Wealthcare Capital Partners, LLC$512K1
448Aspen Capital Management, LLC$511K1
449OneDigital Investment Advisors LLC$511K1
450FORTEM FINANCIAL GROUP, LLC$509K1
451Cynosure Group, LLC$502K1
452Van Diest Capital, LLC$500K1
453Numerai GP LLC$499K1
454SeaCrest Wealth Management, LLC$496K1
455Abel Hall, LLC$492K1
456Meeder Advisory Services, Inc.$490K1
457Severin Investments, LLC$485K1
458CASCADE INVESTMENT GROUP, INC.$483K1
459GROUP ONE TRADING LLC$472K1
460JOURNEY STRATEGIC WEALTH LLC$470K1
461Clarus Wealth Advisors$469K1
462SIGNATUREFD, LLC$467K1
463Kingsview Wealth Management, LLC$454K1
464Optas, LLC$451K1
465RDA Financial Network$448K1
466OP Asset Management Ltd$445K1
467Inspire Advisors, LLC$438K1
468Tannin Capital LLC$436K1
469REGIONS FINANCIAL CORP$430K1
470Elgethun Capital Management$426K1
471Perigon Wealth Management, LLC$409K1
472PFG Advisors$407K1
473Avior Wealth Management, LLC$407K1
474CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$406K1
475FIRST CITIZENS BANK & TRUST CO$405K1
476Midwest Financial Partners Investments, Inc.$404K1
477Cornerstone Wealth Management, LLC$397K1
478Foresight Global Investors, Inc.$397K1
479Impact Capital Partners LLC$393K1
480Venture Visionary Partners LLC$388K1
481Engineers Gate Manager LP$387K1
482Cornerstone Wealth Group, LLC$384K1
483Cresset Asset Management, LLC$383K1
484PINNACLE ASSOCIATES LTD$381K1
485Commonwealth Financial Services, LLC$377K1
486Stonebridge Financial Group, LLC$375K1
487Midwest Heritage Bank, FSB$372K1
488Mutual Advisors, LLC$368K1
489Hardworking Capital Advisors, LLC$366K1
490Integrated Advisors Network LLC$366K1
491FLP Wealth Management, LLC$364K1
492Turtle Creek Wealth Advisors, LLC$361K1
493McLean Asset Management Corp$360K1
494BNC WEALTH MANAGEMENT, LLC$360K1
495Keating Financial Advisory Services, Inc.$359K1
496PDS Planning, Inc$357K1
497MQS Management LLC$356K1
498Cadent Capital Advisors, LLC$349K1
499McGlone Suttner Wealth Management, Inc.$348K1
500Summit Wealth Partners, LLC$348K1
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)2 buy / 2 sell
Congress net ($ bound)−$28.0K to $28.0K
Filers net (actions)not in build
Filers net ($ 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 CASY

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for CASY · financials and macro

Financials — as filed PLANNED

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