Public record / Tickers / CBOE

CBOE — Cboe Global Markets, Inc.

Both disclosure regimes on one name: who in Congress filed about CBOE, 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
21
all PTR rows naming CBOE
Members · 12m
3
2 buys · 2 sells · by trade date
Latest PTR
08-20
filed 2026-08-20
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

Jefferson Shreve · $50.0K–$100K

Sale · traded 2025-05-12 → filed 2025-06-22. Ranked over every CBOE row by the provable lower bound, never a point estimate.

3 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.

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

9 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. 9 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CBOE · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CBOE
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-20John Boozman R–ARPurchase · JT (jointly owned)Traded 2025-04-08 LATE·499d$1K–$15Kamendment pending
2026-08-17John Boozman R–ARSale · JT (jointly owned)Traded 07-31 +17d$1K–$15K
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-01-12Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 2025-12-19 +24d$1K–$15K
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 11-12 +33d$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 21 ↗

Members active in CBOE

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing CBOE 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.
Gilbert Ray Cisneros, Jr. D–CA-312−$14.0K to $14.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2
John Boozman R–AR1−$15.0K to −$1.0K6

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

Congress ↔ notable managers · CBOE

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

Congress · last 90 days

Buyers
2 Alan Armstrong R–OK, John Boozman R–AR $2K–$30K
Sellers
1 John Boozman R–AR $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Trimming
1 Bridgewater Associates $4.2M held

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

Merged timeline of congressional filings and notable-manager moves on CBOE
DateWhoChangeSize
2026-08-20John Boozman CongressPurchase$1K–$15K
2026-08-17John Boozman CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Viking Global Investors 13Fnew+688,417 sh
2026-05-15Gotham Asset Management 13Fadd+77,586 sh
2026-05-15Bridgewater Associates 13Ftrim−2,999 sh
2026-05-14Caxton Associates 13Fnew+3,517 sh
2026-05-01Markel Group 13Fadd+1,950 sh

8 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 CBOE for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$3.0B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.9B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$1.5B1
4STATE STREET CORP$1.4B1
5FMR LLC$1.3B1
6ALLIANCEBERNSTEIN L.P.$1.3B1
7MORGAN STANLEY$942M1
8Invesco Ltd.$667M1
9NORTHERN TRUST CORP$374M1
10Janus Henderson Group Ltd.$374M1
11FIRST TRUST ADVISORS LP$342M1
12RENAISSANCE TECHNOLOGIES LLC$309M1
13DEUTSCHE BANK AG\$300M1
14Amundi$269M1
15UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$263M1
16NORDEA INVESTMENT MANAGEMENT AB$254M1
17BANK OF AMERICA CORP /DE/$211M1
18Legal & General Group Plc$207M1
19MACKENZIE FINANCIAL CORP$199M1
20VIKING GLOBAL INVESTORS LP$193M1
21DIMENSIONAL FUND ADVISORS LP$189M1
22UBS Group AG$182M1
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$176M1
24AQR CAPITAL MANAGEMENT LLC$175M1
25VANGUARD FIDUCIARY TRUST CO$166M1
26Allianz Asset Management GmbH$165M1
27Robeco Institutional Asset Management B.V.$158M1
28Clark Capital Management Group, Inc.$150M1
29BAHL & GAYNOR INC$125M1
30HORIZON KINETICS ASSET MANAGEMENT LLC$115M1
31Nuveen, LLC$107M1
321832 Asset Management L.P.$98.8M1
33TD ASSET MANAGEMENT INC$98.6M1
34CREDIT AGRICOLE S A$93.7M1
35NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$92.1M1
36BARCLAYS PLC$90.3M1
37CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$87.5M1
38NOMURA ASSET MANAGEMENT CO LTD$84.8M1
39PARNASSUS INVESTMENTS, LLC$84.6M1
40HSBC HOLDINGS PLC$83.5M1
41BNP Paribas Asset Management Holding S.A.$83.4M1
42ANCHOR CAPITAL ADVISORS LLC$81.7M1
43BANK OF MONTREAL /CAN/$76.8M1
44RAYMOND JAMES FINANCIAL INC$72.6M1
45CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$71.8M1
46ENVESTNET ASSET MANAGEMENT INC$69.5M1
47Point72 Asset Management, L.P.$69.5M1
48Mitsubishi UFJ Asset Management Co., Ltd.$67.4M1
49STEADFAST CAPITAL MANAGEMENT LP$67.3M1
50MANUFACTURERS LIFE INSURANCE COMPANY, THE$65.5M1
51Vanguard Global Advisers, LLC$64.9M1
52National Pension Service$58.7M1
53Vinva Investment Management Ltd$58.5M1
54GILDER GAGNON HOWE & CO LLC$57.0M1
55CITIGROUP INC$55.3M1
56TEACHER RETIREMENT SYSTEM OF TEXAS$53.7M1
57LPL Financial LLC$52.3M1
58ROYAL BANK OF CANADA$52.3M1
59VANGUARD ASSET MANAGEMENT, Ltd$51.2M1
60Gotham Asset Management, LLC$50.5M1
61VICTORY CAPITAL MANAGEMENT INC$50.2M1
62Qube Research & Technologies Ltd$49.1M1
63TWO SIGMA INVESTMENTS, LP$47.5M1
64Smith Group Asset Management, LLC$44.3M1
65Man Group plc$42.3M1
66PRINCIPAL FINANCIAL GROUP INC$42.1M1
67WELLS FARGO & COMPANY/MN$41.2M1
68FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$40.0M1
69Universal- Beteiligungs- und Servicegesellschaft mbH$39.6M1
70Holocene Advisors, LP$36.9M1
71AMERICAN CENTURY COMPANIES INC$34.6M1
72Caldwell Investment Management Ltd.$33.4M1
73Quantinno Capital Management LP$33.1M1
74CWM, LLC$32.4M1
75Swedbank AB$30.6M1
76Aware Super Pty Ltd as trustee of Aware Super$30.1M1
77HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$29.4M1
78Stack Financial Management, Inc$28.9M1
79STOREBRAND ASSET MANAGEMENT AS$27.8M1
80Aberdeen Group plc$27.3M1
81Perpetual Ltd$26.4M1
82Corient Private Wealth LLC$26.2M1
83McGuire Investment Group, LLC$25.8M1
84STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$25.7M1
85AVIVA PLC$25.7M1
86Rockefeller Capital Management L.P.$25.6M1
87Zurcher Kantonalbank (Zurich Cantonalbank)$25.6M1
88Arbejdsmarkedets Tillaegspension$25.2M1
89Candriam S.C.A.$24.3M1
90Illinois Municipal Retirement Fund$23.9M1
91PFA Pension, Forsikringsaktieselskab$23.5M1
92Northwest & Ethical Investments L.P.$22.8M1
93HighTower Advisors, LLC$22.7M1
94OSAIC HOLDINGS, INC.$22.5M1
95CIDEL ASSET MANAGEMENT INC$22.3M1
96Focus Partners Wealth$22.2M1
97Connor, Clark & Lunn Investment Management Ltd.$21.8M1
98VOYA INVESTMENT MANAGEMENT LLC$21.2M1
99HARMONY ASSET MANAGEMENT LLC$20.8M1
100JANE STREET GROUP, LLC$20.8M1
101BANTAMAC CAPITAL, LLC$20.5M1
102SEI INVESTMENTS CO$19.6M1
103CIBC Asset Management Inc$19.4M1
104Dakota Wealth Management$19.3M1
105BURNEY CO/$19.2M1
106Susquehanna Portfolio Strategies, LLC$18.8M1
107FEDERATED HERMES, INC.$18.6M1
108Cetera Investment Advisers$18.4M1
109Swiss Life Asset Management Ltd$18.2M1
110Pictet Asset Management Holding SA$17.5M1
111Asset Management One Co., Ltd.$17.5M1
112SCHRODER INVESTMENT MANAGEMENT GROUP$17.3M1
113AustralianSuper Pty Ltd$17.3M1
114STATE OF WISCONSIN INVESTMENT BOARD$17.2M1
115BLAIR WILLIAM & CO/IL$16.7M1
116STRATEGIC PLANNING GROUP, LLC$16.2M1
117Chevy Chase Trust Holdings, LLC$15.7M1
118CITADEL ADVISORS LLC$15.6M1
119Ensign Peak Advisors, Inc$15.4M1
120STANSBERRY ASSET MANAGEMENT, LLC$15.4M1
121ROYAL LONDON ASSET MANAGEMENT LTD$15.3M1
122Vanguard Investments Australia, Ltd.$14.7M1
123Resona Asset Management Co.,Ltd.$14.4M1
124MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$14.0M1
125NATIONAL BANK OF CANADA /FI/$13.9M1
126NatWest Group plc$13.4M1
127CANADA PENSION PLAN INVESTMENT BOARD$13.1M1
128Empowered Funds, LLC$13.1M1
129O'SHAUGHNESSY ASSET MANAGEMENT, LLC$12.9M1
130Mariner, LLC$12.6M1
131Wilmington Savings Fund Society, FSB$12.6M1
132Bank Julius Baer & Co. Ltd, Zurich$12.6M1
133MARKEL GROUP INC.$12.3M1
134TORONTO DOMINION BANK$11.8M1
135MASSACHUSETTS FINANCIAL SERVICES CO /MA/$11.7M1
136SAWGRASS ASSET MANAGEMENT LLC$11.7M1
137Tredje AP-fonden$11.5M1
138Wealthfront Advisers LLC$11.5M1
139COMMONWEALTH EQUITY SERVICES, LLC$11.4M1
140Korea Investment CORP$11.1M1
141BENJAMIN EDWARDS INC$11.1M1
142MML INVESTORS SERVICES, LLC$10.9M1
143Lansforsakringar Fondforvaltning AB (publ)$10.8M1
144Railway Pension Investments Ltd$10.6M1
145Mirae Asset Global Investments Co., Ltd.$10.3M1
146Covea Finance$10.1M1
147LAZARD ASSET MANAGEMENT LLC$9.9M1
148Dai-ichi Life Insurance Company, Ltd$9.9M1
149FIFTH THIRD BANCORP$9.9M1
150HUB Investment Partners, LLC$9.9M1
151INTECH INVESTMENT MANAGEMENT LLC$9.8M1
152State of New Jersey Common Pension Fund D$9.7M1
153Embree Financial Group$9.6M1
154EDMOND DE ROTHSCHILD HOLDING S.A.$9.3M1
155CIBC Bancorp USA Inc.$9.1M1
156Martin Investment Management, LLC$9.1M1
157STIFEL FINANCIAL CORP$9.0M1
158NATIXIS$9.0M1
159Ethic Inc.$8.6M1
160Gouws Capital LLC$8.5M1
161Creative Planning$8.4M1
162PUBLIC SECTOR PENSION INVESTMENT BOARD$8.4M1
163Moran Wealth Management, LLC$8.2M1
164Tidal Investments LLC$8.1M1
165Vest Financial, LLC$8.1M1
166Chesley Taft & Associates LLC$8.0M1
167ZACKS INVESTMENT MANAGEMENT$8.0M1
168STATE OF MICHIGAN RETIREMENT SYSTEM$8.0M1
169Czech National Bank$8.0M1
170Arizona State Retirement System$8.0M1
171Schonfeld Strategic Advisors LLC$7.7M1
172Baird Financial Group, Inc.$7.6M1
173Blue Zone Wealth Advisors, LLC$7.4M1
174Allspring Global Investments Holdings, LLC$7.3M1
175RBA Wealth Management, LLC$7.3M1
176Rafferty Asset Management, LLC$7.2M1
177Pathstone Holdings, LLC$7.1M1
178TRUIST FINANCIAL CORP$7.1M1
179COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$6.9M1
180Munro Partners$6.8M1
181ProShare Advisors LLC$6.8M1
182Eurizon Capital SGR S.p.A.$6.7M1
183SEB Asset Management AB$6.7M1
184Lido Advisors, LLC$6.7M1
185First Washington CORP$6.5M1
186Vident Advisory, LLC$6.4M1
187Squarepoint Ops LLC$6.3M1
188Arvest Bank Trust Division$6.3M1
189Retirement Systems of Alabama$6.2M1
190Daiwa Securities Group Inc.$6.2M1
191IFM Investors Pty Ltd$6.0M1
192ALPS ADVISORS INC$6.0M1
193Davidson Capital Management Inc.$5.9M1
194TD Waterhouse Canada Inc.$5.9M1
195MUFG Securities EMEA plc$5.9M1
196USS Investment Management Ltd$5.8M1
197IMC-Chicago, LLC$5.8M1
198Woodline Partners LP$5.8M1
199ASR Vermogensbeheer N.V.$5.7M1
200QRG CAPITAL MANAGEMENT, INC.$5.7M1
201Caprock Group, LLC$5.6M1
202ODDO BHF ASSET MANAGEMENT SAS$5.5M1
203XPONANCE LLC$5.5M1
204Solidarity Wealth, LLC$5.5M1
205Fort Sheridan Advisors LLC$5.3M1
206Aull & Monroe Investment Management Corp$5.3M1
207UniSuper Management Pty Ltd$5.2M1
208Elo Mutual Pension Insurance Co$5.2M1
209Shelter Rock Management, LLC$5.1M1
210FRANKLIN RESOURCES INC$5.0M1
211MERCER GLOBAL ADVISORS INC /ADV$4.9M1
212Covenant Asset Management, LLC$4.8M1
213Utah Retirement Systems$4.8M1
214Marietta Wealth Management, LLC$4.7M1
215BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$4.6M1
216BANK OF NOVA SCOTIA$4.5M1
217Sumitomo Mitsui DS Asset Management Company, Ltd$4.5M1
218MACQUARIE GROUP LTD$4.4M1
219Rakuten Investment Management, Inc.$4.4M1
220NEW YORK LIFE INVESTMENT MANAGEMENT LLC$4.4M1
221Altman Advisors, Inc.$4.3M1
222PROMETHIUM ADVISORS,LLC$4.3M1
223Thrive Capital Management, LLC$4.2M1
224Bridgewater Associates, LP$4.2M1
225Y-Intercept (Hong Kong) Ltd$4.2M1
226NEOS Investment Management LLC$4.1M1
227Advisors Asset Management, Inc.$4.1M1
228CIBC WORLD MARKET INC.$4.1M1
229Forum Financial Management, LP$4.1M1
230XTX Topco Ltd$4.1M1
231BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$4.1M1
232ABN AMRO INVESTMENT SOLUTIONS$4.0M1
233OMERS ADMINISTRATION Corp$4.0M1
234Emerald Investment Advisers, LLC$4.0M1
235Bleakley Financial Group, LLC$3.8M1
236NISSAY ASSET MANAGEMENT CORP /JAPAN$3.8M1
237FIL Ltd$3.8M1
238Wakefield Asset Management LLLP$3.7M1
239NewEdge Advisors, LLC$3.5M1
240Vanguard Personalized Indexing Management, LLC$3.5M1
241Cerity Partners LLC$3.4M1
242Quadrature Capital Ltd$3.4M1
243OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.4M1
244Qsemble Capital Management, LP$3.3M1
245CAMBIAR INVESTORS LLC$3.3M1
246Paralel Advisors LLC$3.3M1
247Eurizon SLJ Capital Ltd$3.3M1
248COOKSON PEIRCE & CO INC$3.2M1
249FIDUCIARY TRUST CO$3.2M1
250Generali Asset Management SPA SGR$3.1M1
251MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.1M1
252Capstone Financial Advisors, Inc.$3.1M1
253Marion Wealth Management$3.1M1
254OP Asset Management Ltd$3.1M1
255Stratos Wealth Advisors, LLC$3.1M1
256Walleye Trading LLC$3.0M1
257Alaethes Wealth, LLC$3.0M1
258Bridgewater Advisors Inc.$3.0M1
259Pekin Hardy Strauss, Inc.$3.0M1
260D. E. Shaw & Co., Inc.$3.0M1
261PATTON FUND MANAGEMENT, INC.$2.9M1
262Siemens Fonds Invest GmbH$2.9M1
263IRON Financial LLC$2.9M1
264Spartan Wealth Advisory Services LLC$2.9M1
265Hills Bank & Trust Co$2.8M1
266SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.8M1
267PRINCIPAL SECURITIES, INC.$2.8M1
268Summit Financial, LLC$2.7M1
269Norris Financial Group, LLC$2.7M1
270Federation des caisses Desjardins du Quebec$2.7M1
271D.A. DAVIDSON & CO.$2.6M1
272Trexquant Investment LP$2.6M1
273Crossmark Global Holdings, Inc.$2.6M1
274Gator Capital Management, LLC$2.5M1
275Linden Thomas Advisory Services, LLC$2.5M1
276Donoghue Forlines LLC$2.5M1
277Knollwood Investment Advisory, LLC$2.5M1
278BALYASNY ASSET MANAGEMENT L.P.$2.5M1
279US BANCORP \DE\$2.4M1
280Kestra Advisory Services, LLC$2.4M1
281J. Safra Sarasin Holding AG$2.4M1
282Osmosis Investment Management UK Ltd$2.4M1
283Andra AP-fonden$2.4M1
284Zuckerman Investment Group, LLC$2.4M1
285SHUTTLEWORTH & Co$2.4M1
286TEMA ETFS LLC$2.3M1
287Taylor Hoffman Capital Management LLC$2.3M1
288Prospera Financial Services Inc$2.2M1
289Element Squared LLC$2.2M1
290Chicago Partners Investment Group LLC$2.2M1
291PANAGORA ASSET MANAGEMENT INC$2.2M1
292COMMERCE BANK$2.1M1
293Investment Management Corp of Ontario$2.1M1
294Frank, Rimerman Advisors LLC$2.1M1
295Banque Cantonale Vaudoise$2.1M1
296Aquatic Capital Management LLC$2.0M1
297RETIREMENT GUYS FORMULA LLC$2.0M1
298CIM, LLC$2.0M1
299Graham Capital Management, L.P.$2.0M1
300Hudson Bay Capital Management LP$2.0M1
301CWA Asset Management Group, LLC$2.0M1
302PITTENGER & ANDERSON INC$2.0M1
303OPPENHEIMER & CO INC$2.0M1
304Clearstead Advisors, LLC$1.9M1
305Metis Global Partners, LLC$1.9M1
306MAD RIVER INVESTORS$1.9M1
307Sequoia Financial Advisors, LLC$1.8M1
308RITHOLTZ WEALTH MANAGEMENT$1.8M1
309Vontobel Holding Ltd.$1.8M1
310MIZUHO SECURITIES USA LLC$1.8M1
311Norinchukin Bank, The$1.8M1
312ACCESS FINANCIAL SERVICES, INC.$1.7M1
313Laird Norton Wetherby Trust Company, LLC$1.7M1
314Sigma Planning Corp$1.7M1
315Manchester Capital Management LLC$1.7M1
316Parrish Capital LLC$1.7M1
317Titan Investment Management LLC$1.6M1
318Inspire Investing, LLC$1.6M1
319Fort Point Capital Partners LLC$1.6M1
320Triad Wealth Partners, LLC$1.6M1
321Quilter Plc$1.5M1
322WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.5M1
323CHOREO, LLC$1.5M1
324Aptus Capital Advisors, LLC$1.5M1
325HB Wealth Management, LLC$1.5M1
326ARTHUR M. COHEN & ASSOCIATES, LLC$1.4M1
327Maryland State Retirement & Pension System$1.4M1
328Texas Yale Capital Corp.$1.4M1
329PRIMECAP MANAGEMENT CO/CA/$1.4M1
330Merit Financial Group, LLC$1.4M1
331MOKAN Wealth Management Inc.$1.4M1
332JSF Financial, LLC$1.4M1
333RB Capital Management, LLC$1.4M1
334TOKIO MARINE ASSET MANAGEMENT CO LTD$1.4M1
335Sone Capital Management, LLC$1.3M1
336ING GROEP NV$1.3M1
337WBI INVESTMENTS, LLC$1.3M1
338INTREPID CAPITAL MANAGEMENT INC$1.3M1
339Summit Trail Advisors, LLC$1.3M1
340M&T BANK CORP$1.3M1
341MCF Advisors LLC$1.3M1
342Steward Partners Investment Advisory, LLC$1.3M1
343Dynamic Advisor Solutions LLC$1.3M1
344SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$1.2M1
345NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.2M1
346Regal Investment Advisors LLC$1.2M1
347JT Stratford LLC$1.2M1
348Alta Wealth Advisors LLC$1.2M1
349Quadrant Private Wealth Management, LLC$1.2M1
350SANDLER CAPITAL MANAGEMENT$1.2M1
351WINNACLE WEALTH LLC$1.2M1
352XY Planning Network, Inc.$1.1M1
353LBP AM SA$1.1M1
354Mesirow Financial Investment Management, Inc.$1.1M1
355Alamea Verwaltungs GmbH$1.1M1
356CENTRAL TRUST Co$1.1M1
357ZWJ INVESTMENT COUNSEL INC$1.1M1
358EXENCIAL WEALTH ADVISORS, LLC$1.1M1
359Legacy Capital Group California, Inc.$1.1M1
360OFI INVEST ASSET MANAGEMENT$1.1M1
361Ascent Group, LLC$1.1M1
362Atria Investments, Inc$1.1M1
363UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.1M1
364Everhart Financial Group, Inc.$1.1M1
365Assenagon Asset Management S.A.$1.1M1
366&PARTNERS$1.1M1
367Gateway Wealth Partners, LLC$1.0M1
368Qtron Investments LLC$1.0M1
369Empirical Finance, LLC$1.0M1
370UHLMANN PRICE SECURITIES, LLC$996K1
371Diversified Trust Co$992K1
372CAXTON ASSOCIATES LLP$989K1
373one8zero8, LLC$984K1
374Horizon Family Wealth, Inc.$976K1
375NOMURA HOLDINGS INC$971K1
376MILLENNIUM MANAGEMENT LLC$955K1
377NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$941K1
378Parallax Volatility Advisers, L.P.$931K1
379CenterBook Partners LP$929K1
380Farringdon Capital, Ltd.$911K1
381OneDigital Investment Advisors LLC$888K1
382ANCHYRA PARTNERS LLC$887K1
3831834 INVESTMENT ADVISORS CO$863K1
384North Dakota State Investment Board$851K1
385OSSIAM$849K1
386Caldwell Trust Co$843K1
387GATEWAY INVESTMENT ADVISERS LLC$842K1
388Empirical Asset Management, LLC$837K1
389Ashton Thomas Private Wealth, LLC$822K1
390Ameritas Advisory Services, LLC$821K1
391CONTRAVISORY INVESTMENT MANAGEMENT, INC.$819K1
392Brindle & Bay Financial Advisors, LLC$818K1
393EXCHANGE TRADED CONCEPTS, LLC$814K1
394Investment Research Partners LLC$810K1
395WORLDQUANT MILLENNIUM ADVISORS LLC$807K1
396SECURIAN ASSET MANAGEMENT, INC$804K1
397MGO ONE SEVEN LLC$802K1
398KEYNOTE FINANCIAL SERVICES LLC$801K1
399Kathmere Capital Management, LLC$799K1
400SIERRA SUMMIT ADVISORS LLC$795K1
401Avestar Capital, LLC$792K1
402Plan A Wealth LLC$790K1
403Ballentine Partners, LLC$788K1
404Compound Planning, Inc.$775K1
405J2 Capital Management Inc$761K1
406KEYBANK NATIONAL ASSOCIATION/OH$756K1
407Arax Advisory Partners$751K1
408DIVERSIFY WEALTH MANAGEMENT, LLC$749K1
409Quadcap Wealth Management, LLC$742K1
410Wedmont Private Capital$729K1
411RiverGlades Family Offices LLC$703K1
412EP Wealth Advisors, LLC$691K1
413COLDSTREAM CAPITAL MANAGEMENT INC$687K1
414Bridgefront Capital, LLC$683K1
415Stratos Wealth Partners, LTD.$673K1
416ARVEST INVESTMENTS, INC.$666K1
417FORTEM FINANCIAL GROUP, LLC$659K1
418NewEdge Wealth, LLC$653K1
419Accuvest Global Advisors$646K1
420Callan Family Office, LLC$634K1
421Jefferies Financial Group Inc.$631K1
422QUADRANT CAPITAL GROUP LLC$626K1
423Baker Avenue Asset Management, LP$619K1
424Machina Capital S.A.S.$617K1
425Aaron Wealth Advisors LLC$615K1
426SKBA CAPITAL MANAGEMENT LLC$615K1
427Savvy Advisors, Inc.$615K1
428Rehmann Capital Advisory Group$605K1
429VISIONARY HORIZONS, LLC$603K1
430Connecticut Capital Management Group, LLC$591K1
431Westerkirk Capital Inc.$589K1
432HANCOCK WHITNEY CORP$587K1
433Envestnet Portfolio Solutions, Inc.$586K1
434Martin Capital Advisors, LLP$585K1
435Private Advisor Group, LLC$567K1
436JOHNSON INVESTMENT COUNSEL INC$557K1
437Csenge Advisory Group$555K1
438PRUDENTIAL PLC$554K1
439CATALYST FINANCIAL PARTNERS LLC$551K1
440TriaGen Wealth Management LLC$550K1
441World Investment Advisors$549K1
442VestGen Advisors, LLC$546K1
443Modern Wealth Management, LLC$531K1
444AE Wealth Management LLC$526K1
445BCS Private Wealth Management, Inc.$523K1
446Savant Capital, LLC$519K1
447Pinnacle Financial Partners, Inc.$504K1
448BROWN ADVISORY INC$497K1
449apricus wealth, LLC$493K1
450BIP Wealth, LLC$490K1
451Vestmark Advisory Solutions, Inc.$488K1
452Tower Research Capital LLC (TRC)$482K1
453Advisory Alpha, LLC$477K1
454Baron Wealth Management LLC$476K1
455TWIN CAPITAL MANAGEMENT INC$476K1
456Perigon Wealth Management, LLC$469K1
457Advyzon Investment Management, LLC$466K1
458West Family Investments, Inc.$466K1
459Independent Advisor Alliance$466K1
460Apollon Wealth Management, LLC$462K1
461Moors & Cabot, Inc.$455K1
462Concurrent Investment Advisors, LLC$452K1
463SIGNATUREFD, LLC$449K1
464Belpointe Asset Management LLC$441K1
465Total Clarity Wealth Management, Inc.$436K1
466JOURNEY STRATEGIC WEALTH LLC$435K1
467Menard Financial Group LLC$427K1
468WELLINGTON MANAGEMENT GROUP LLP$419K1
469Bryn Mawr Trust Advisors, LLC$419K1
470Aprio Wealth Management, LLC$416K1
471IQ EQ FUND MANAGEMENT (IRELAND) Ltd$410K1
472Centric Wealth Management$409K1
473VERUS CAPITAL PARTNERS, LLC$409K1
474HOWLAND CAPITAL MANAGEMENT LLC$407K1
475Spire Wealth Management$407K1
476Retirement Planning Group, LLC$404K1
477E Fund Management Co., Ltd.$404K1
478Sun Financial Inc$404K1
479Polymer Capital Management (US) LLC$403K1
480BankChampaign, National Association$398K1
481Principle Wealth Partners LLC$393K1
482ROBERTS GLORE & CO INC /IL/$390K1
483AlTi Global, Inc.$388K1
484PDS Planning, Inc$386K1
485Redwood Financial Network Corp$384K1
486SCOTIA CAPITAL INC.$384K1
487GUGGENHEIM CAPITAL LLC$382K1
488SAGESPRING WEALTH PARTNERS, LLC$378K1
489Mystic Asset Management, Inc.$372K1
490BERKSHIRE ASSET MANAGEMENT LLC/PA$371K1
491ELEVATION POINT WEALTH PARTNERS, LLC$364K1
492Chicago Capital, LLC$361K1
493Roundview Capital LLC$359K1
494Archford Capital Strategies, LLC$357K1
495Sowell Financial Services LLC$357K1
496Orion Porfolio Solutions, LLC$351K1
497S-Bank Fund Management Ltd$351K1
498OLD NATIONAL BANCORP /IN/$348K1
499LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$348K1
500Monument Capital Management$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 CBOE

RETAINED WINDOW · ACTIVE HITS
Signal hits naming CBOE
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 against2 hits

Every rule, with its definition →

Planned modules for CBOE · financials and macro

Financials — as filed PLANNED

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