Public record / Tickers / CBRE

CBRE — CBRE GROUP, INC.

Both disclosure regimes on one name: who in Congress filed about CBRE, 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 CBRE
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
09-03
filed 2020-09-03
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

Susie Lee · $1.0K–$15.0K

Sale · traded 2020-07-29 → filed 2020-09-03. Ranked over every CBRE row by the provable lower bound, never a point estimate.

No member disclosed CBRE 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.

1 row 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

No dated CBRE rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CBRE · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CBRE
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2020-09-03Susie Lee D–NV-3Sale · JT (jointly owned)Traded 07-29 +36d$1K–$15K
2020-06-15Susie Lee D–NV-3Sale · partial · JT (partial sale, jointly owned)Traded 04-03 LATE·73d$1K–$15K
2020-04-28Susie Lee D–NV-3Sale · partial · JT (partial sale, jointly owned)Traded 03-18 +41d$1K–$15K
2019-09-30Susie Lee D–NV-3Sale · partial · JT (partial sale, jointly owned)Traded 08-29 +32d$1K–$15K
2019-05-09Susie Lee D–NV-3Purchase · JT (jointly owned)Traded 04-25 +14d$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 7 ↗

Members active in CBRE

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

No member disclosed CBRE in the trailing 12 months.

Congress ↔ notable managers · CBRE

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 · CBRE GROUP INC

Merged timeline of congressional filings and notable-manager moves on CBRE
DateWhoChangeSize
2026-05-15Tudor Investment Corp 13Fadd+432,010 sh
2026-05-15Gotham Asset Management 13Fadd+34,387 sh
2026-05-15Bridgewater Associates 13Fexit−10,896 sh
2026-05-14Caxton Associates 13Ftrim−838 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 CBRE for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$3.8B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$3.5B1
3VANGUARD CAPITAL MANAGEMENT LLC$2.6B1
4STATE STREET CORP$1.9B1
5PRINCIPAL FINANCIAL GROUP INC$1.3B1
6HARRIS ASSOCIATES L P$870M1
7MORGAN STANLEY$853M1
8Invesco Ltd.$719M1
9FMR LLC$628M1
10MILLENNIUM MANAGEMENT LLC$582M1
11Artisan Partners Limited Partnership$536M1
12CANTILLON CAPITAL MANAGEMENT LLC$533M1
13MASSACHUSETTS FINANCIAL SERVICES CO /MA/$498M1
14NORTHERN TRUST CORP$466M1
15BANK OF AMERICA CORP /DE/$458M1
16EARNEST PARTNERS LLC$396M1
17DIMENSIONAL FUND ADVISORS LP$392M1
18Robeco Institutional Asset Management B.V.$364M1
19UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$364M1
20FRANKLIN RESOURCES INC$351M1
21Swedbank AB$348M1
22BAILLIE GIFFORD & CO$337M1
23SEI INVESTMENTS CO$295M1
24Legal & General Group Plc$292M1
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC$268M1
26Nuveen, LLC$262M1
27Amundi$258M1
28DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$254M1
29DEUTSCHE BANK AG\$247M1
30VANGUARD FIDUCIARY TRUST CO$223M1
31Allspring Global Investments Holdings, LLC$222M1
32APG Asset Management N.V.$217M1
33Assenagon Asset Management S.A.$212M1
34ALLIANCEBERNSTEIN L.P.$208M1
35PARNASSUS INVESTMENTS, LLC$190M1
36Alphinity Investment Management Pty Ltd$167M1
37Janus Henderson Group Ltd.$157M1
38LAZARD ASSET MANAGEMENT LLC$152M1
39BAMCO INC /NY/$146M1
40Qube Research & Technologies Ltd$139M1
41LONDON CO OF VIRGINIA$135M1
42Evercore Wealth Management, LLC$134M1
43CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$128M1
44UBS Group AG$125M1
45WELLS FARGO & COMPANY/MN$121M1
46CITADEL ADVISORS LLC$121M1
47Gallagher Fiduciary Advisors, LLC$120M1
48Swiss National Bank$118M1
49ENVESTNET ASSET MANAGEMENT INC$113M1
50AMERICAN CENTURY COMPANIES INC$106M1
51MENORA MIVTACHIM HOLDINGS LTD.$105M1
52PARK PRESIDIO CAPITAL LLC$98.8M1
53GOLDENTREE ASSET MANAGEMENT LP$97.2M1
54HSBC HOLDINGS PLC$91.7M1
55Mitsubishi UFJ Asset Management Co., Ltd.$91.0M1
56ATALANTA SOSNOFF CAPITAL, LLC$88.7M1
57CANADA PENSION PLAN INVESTMENT BOARD$88.0M1
58Vanguard Global Advisers, LLC$86.2M1
59National Pension Service$77.8M1
60Alyeska Investment Group, L.P.$75.2M1
61SAMLYN CAPITAL, LLC$73.8M1
62JANE STREET GROUP, LLC$72.9M1
63CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$71.0M1
64FEDERATED HERMES, INC.$70.8M1
65VANGUARD ASSET MANAGEMENT, Ltd$69.9M1
66Man Group plc$69.7M1
67NORDEA INVESTMENT MANAGEMENT AB$69.1M1
68ROYAL BANK OF CANADA$67.9M1
69TUDOR INVESTMENT CORP ET AL$67.7M1
70Clearbridge Investments, LLC$66.2M1
71BALYASNY ASSET MANAGEMENT L.P.$61.8M1
72COMMERCE BANK$59.3M1
73NEW YORK STATE COMMON RETIREMENT FUND$59.3M1
74CITIGROUP INC$59.0M1
75WORLDQUANT MILLENNIUM ADVISORS LLC$58.7M1
76PFA Pension, Forsikringsaktieselskab$58.5M1
77D. E. Shaw & Co., Inc.$57.5M1
78AQR CAPITAL MANAGEMENT LLC$57.2M1
79FIL Ltd$56.4M1
80SCHRODER INVESTMENT MANAGEMENT GROUP$55.2M1
81ADAGE CAPITAL PARTNERS GP, L.L.C.$54.2M1
82XN LP$54.2M1
83Ensign Peak Advisors, Inc$52.0M1
84Eurizon Capital SGR S.p.A.$49.2M1
85Jain Global LLC$48.1M1
86DANSKE BANK A/S$44.4M1
87TEACHER RETIREMENT SYSTEM OF TEXAS$43.9M1
88TD ASSET MANAGEMENT INC$42.6M1
89PZENA INVESTMENT MANAGEMENT LLC$40.9M1
90AVIVA PLC$40.7M1
91Quantinno Capital Management LP$40.6M1
92SEB Asset Management AB$40.1M1
93M.D. Sass, LLC$39.3M1
94STOREBRAND ASSET MANAGEMENT AS$37.1M1
95Aberdeen Group plc$36.8M1
96RAYMOND JAMES FINANCIAL INC$36.8M1
97Squarepoint Ops LLC$36.6M1
98GRS Advisors, LLC$36.0M1
99BANK OF MONTREAL /CAN/$35.9M1
100JENNISON ASSOCIATES LLC$35.8M1
101ARIEL INVESTMENTS, LLC$35.6M1
102Susquehanna Portfolio Strategies, LLC$35.6M1
103STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$35.2M1
104PRUDENTIAL FINANCIAL INC$34.7M1
105INTECH INVESTMENT MANAGEMENT LLC$32.6M1
106ValueAct Holdings, L.P.$31.8M1
107Universal- Beteiligungs- und Servicegesellschaft mbH$30.7M1
108Korea Investment CORP$28.6M1
109Point72 Asset Management, L.P.$28.5M1
110Vinva Investment Management Ltd$28.2M1
111BNP Paribas Asset Management Holding S.A.$27.6M1
112Trexquant Investment LP$26.3M1
113Land & Buildings Investment Management, LLC$25.1M1
114VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0M1
115OSSIAM$25.0M1
116REGIONS FINANCIAL CORP$25.0M1
117MANUFACTURERS LIFE INSURANCE COMPANY, THE$22.8M1
118BROWN ADVISORY INC$22.8M1
119Candriam S.C.A.$22.7M1
120Pictet Asset Management Holding SA$22.4M1
121Zurcher Kantonalbank (Zurich Cantonalbank)$21.8M1
122STATE OF WISCONSIN INVESTMENT BOARD$21.6M1
123Vanguard Investments Australia, Ltd.$20.2M1
124Mitsubishi UFJ Trust & Banking Corp$20.1M1
125ROYAL LONDON ASSET MANAGEMENT LTD$19.9M1
126Resona Asset Management Co.,Ltd.$19.5M1
127Chevy Chase Trust Holdings, LLC$19.4M1
128Focus Partners Wealth$19.3M1
129FLPUTNAM INVESTMENT MANAGEMENT CO$19.3M1
130Connor, Clark & Lunn Investment Management Ltd.$18.7M1
131NATIONAL BANK OF CANADA /FI/$18.4M1
132QRG CAPITAL MANAGEMENT, INC.$18.4M1
133CIBC Bancorp USA Inc.$18.1M1
134GLENMEDE TRUST CO NA$17.8M1
135Bank Julius Baer & Co. Ltd, Zurich$17.2M1
136Asset Management One Co., Ltd.$17.0M1
137OMERS ADMINISTRATION Corp$16.1M1
138Tredje AP-fonden$16.1M1
139TCTC Holdings, LLC$15.9M1
140Andra AP-fonden$15.8M1
141LPL Financial LLC$15.6M1
142Gotham Asset Management, LLC$15.6M1
143Delta Global Management LP$15.6M1
144LBP AM SA$15.6M1
145KLP KAPITALFORVALTNING AS$15.4M1
146Hazelview Securities Inc.$15.4M1
147Engineers Gate Manager LP$15.2M1
148YCG, LLC$15.1M1
149Aquatic Capital Management LLC$15.1M1
150HTG Investment Advisors, Inc.$15.0M1
151FIFTH THIRD BANCORP$14.8M1
152O'SHAUGHNESSY ASSET MANAGEMENT, LLC$14.8M1
153Vision Capital Corp$14.7M1
154MARSICO CAPITAL MANAGEMENT LLC$14.4M1
155Nippon Life Global Investors Americas, Inc.$14.2M1
156NOMURA ASSET MANAGEMENT CO LTD$14.1M1
157TRUIST FINANCIAL CORP$14.0M1
158Vident Advisory, LLC$14.0M1
159Schonfeld Strategic Advisors LLC$14.0M1
160NISSAY ASSET MANAGEMENT CORP /JAPAN$13.9M1
161NEOS Investment Management LLC$13.8M1
162Holocene Advisors, LP$13.8M1
163State of New Jersey Common Pension Fund D$13.7M1
164S.E.E.D. Planning Group LLC$13.4M1
165Corient Private Wealth LLC$13.2M1
166Lansforsakringar Fondforvaltning AB (publ)$13.2M1
167ING GROEP NV$13.1M1
168SUSQUEHANNA INTERNATIONAL GROUP, LLP$12.5M1
169SHELTON CAPITAL MANAGEMENT$12.2M1
170CREDIT AGRICOLE S A$12.2M1
171XPONANCE LLC$12.0M1
172TORONTO DOMINION BANK$11.6M1
173UNTITLED INVESTMENTS LP$11.5M1
174PUBLIC SECTOR PENSION INVESTMENT BOARD$11.2M1
175VOYA INVESTMENT MANAGEMENT LLC$11.2M1
176Arizona State Retirement System$11.0M1
177MERCER GLOBAL ADVISORS INC /ADV$10.9M1
178CIBC Asset Management Inc$10.8M1
179STATE OF MICHIGAN RETIREMENT SYSTEM$10.8M1
180Czech National Bank$10.7M1
181Federation des caisses Desjardins du Quebec$10.4M1
182EAGLE ROCK INVESTMENT COMPANY, LLC$10.4M1
183Triavera Capital LLC$10.3M1
184CIBC WORLD MARKET INC.$10.1M1
185Cerity Partners LLC$9.9M1
186SummitTX Capital, L.P.$9.8M1
187US BANCORP \DE\$9.7M1
188Varma Mutual Pension Insurance Co$9.6M1
189BSN Capital Partners Ltd$9.4M1
190Robertson Opportunity Capital, LLC$9.3M1
191TD Waterhouse Canada Inc.$9.3M1
192Daiwa Securities Group Inc.$9.3M1
193FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$9.3M1
194COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$9.2M1
195MAI Capital Management$9.1M1
196BANK OF NOVA SCOTIA$9.1M1
197Swiss Life Asset Management Ltd$9.0M1
198MONTAG A & ASSOCIATES INC$8.8M1
199Creative Planning$8.7M1
200DnB Asset Management AS$8.6M1
201ProShare Advisors LLC$8.5M1
202OPPENHEIMER ASSET MANAGEMENT INC.$8.5M1
203Crossmark Global Holdings, Inc.$8.4M1
204IFM Investors Pty Ltd$8.4M1
205Retirement Systems of Alabama$8.4M1
206WELLINGTON MANAGEMENT GROUP LLP$8.1M1
207Lighthouse Investment Partners, LLC$8.0M1
208OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$8.0M1
209OP Asset Management Ltd$7.9M1
210BOOTHBAY FUND MANAGEMENT, LLC$7.8M1
211Mirae Asset Global Investments Co., Ltd.$7.8M1
212Woodline Partners LP$7.7M1
213Union Bancaire Privee, UBP SA$7.7M1
214Lombard Odier Asset Management (Switzerland) SA$7.6M1
215NATIXIS$7.6M1
216MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$7.6M1
217MML INVESTORS SERVICES, LLC$7.6M1
218Cetera Investment Advisers$7.4M1
219STIFEL FINANCIAL CORP$7.3M1
220ASR Vermogensbeheer N.V.$7.3M1
221Vanguard Personalized Indexing Management, LLC$7.2M1
222ExodusPoint Capital Management, LP$7.2M1
223Telos Capital Management, Inc.$7.1M1
224MACKENZIE FINANCIAL CORP$7.0M1
225KING LUTHER CAPITAL MANAGEMENT CORP$6.9M1
226USS Investment Management Ltd$6.8M1
227Reliant Investment Management, LLC$6.8M1
228Brummer Multi-Strategy AB$6.7M1
229Utah Retirement Systems$6.5M1
230Fisher Funds Management LTD$6.3M1
231Pathstone Holdings, LLC$6.1M1
232MACQUARIE GROUP LTD$6.0M1
233Blue Trust, Inc.$6.0M1
234Aware Super Pty Ltd as trustee of Aware Super$5.9M1
235NEW YORK LIFE INVESTMENT MANAGEMENT LLC$5.9M1
236Tidal Investments LLC$5.9M1
237HB Wealth Management, LLC$5.9M1
238Rakuten Investment Management, Inc.$5.8M1
239Hudson Capital Management LLC$5.7M1
240BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$5.6M1
241Masterton Capital Management, LP$5.6M1
242ABN AMRO INVESTMENT SOLUTIONS$5.3M1
243Sumitomo Mitsui DS Asset Management Company, Ltd$5.3M1
244Atlantic Union Bankshares Corp$5.2M1
245FIRST TRUST ADVISORS LP$5.2M1
246Onex Canada Asset Management Inc.$5.1M1
247CI INVESTMENTS INC.$5.0M1
248ARCADIA INVESTMENT MANAGEMENT CORP/MI$5.0M1
249BRASADA CAPITAL MANAGEMENT, LP$5.0M1
250M&T BANK CORP$5.0M1
251Prosperity Planning, Inc.$4.9M1
252Laird Norton Wetherby Trust Company, LLC$4.9M1
253Allianz Asset Management GmbH$4.9M1
254UniSuper Management Pty Ltd$4.8M1
255WESTPAC BANKING CORP$4.8M1
256PATTON ALBERTSON MILLER GROUP, LLC$4.8M1
257Verdence Capital Advisors LLC$4.8M1
258SHAYNE & JACOBS, LLC$4.7M1
259OPPENHEIMER & CO INC$4.6M1
260OREGON PUBLIC EMPLOYEES RETIREMENT FUND$4.5M1
2611832 Asset Management L.P.$4.5M1
262JAMES INVESTMENT RESEARCH, INC.$4.4M1
263Illinois Municipal Retirement Fund$4.4M1
264Kintegral Advisory, LLC$4.4M1
265Mariner, LLC$4.3M1
266MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$4.3M1
267Baird Financial Group, Inc.$4.2M1
268Tower Research Capital LLC (TRC)$4.2M1
269Dana Investment Advisors, Inc.$4.2M1
270Brevan Howard Capital Management LP$4.1M1
271Avanza Fonder AB$4.1M1
272Orange Investment Advisors, Inc.$4.1M1
273Wealthfront Advisers LLC$4.1M1
274Sendero Wealth Management, LLC$4.1M1
275&PARTNERS$4.0M1
276AZZAD ASSET MANAGEMENT INC /ADV$4.0M1
277Atria Investments, Inc$3.9M1
278Y-Intercept (Hong Kong) Ltd$3.9M1
279Rafferty Asset Management, LLC$3.9M1
280Silvant Capital Management LLC$3.8M1
281Steward Partners Investment Advisory, LLC$3.7M1
282Sand Hill Global Advisors, LLC$3.7M1
283Generali Asset Management SPA SGR$3.6M1
284HighTower Advisors, LLC$3.6M1
285Grantham, Mayo, Van Otterloo & Co. LLC$3.5M1
286MERIDIAN INVESTMENT COUNSEL INC.$3.5M1
287Texas Yale Capital Corp.$3.5M1
288NorthCrest Asset Manangement, LLC$3.4M1
289D.A. DAVIDSON & CO.$3.4M1
290ALLIANZ SE$3.4M1
291Rockefeller Capital Management L.P.$3.4M1
292DAVENPORT & Co LLC$3.3M1
293WINTON GROUP Ltd$3.3M1
294OSAIC HOLDINGS, INC.$3.1M1
295HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$3.1M1
296WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.0M1
297Envestnet Portfolio Solutions, Inc.$3.0M1
298Polymer Capital Management (US) LLC$2.9M1
299Osmosis Investment Management UK Ltd$2.9M1
300Investment Management Corp of Ontario$2.9M1
301CenterBook Partners LP$2.9M1
302Blackstone Inc.$2.9M1
303Edgestream Partners, L.P.$2.9M1
304Havemeyer Place LP$2.8M1
305FULTON BANK, N.A.$2.8M1
306Sovereign's Capital Management, LLC$2.7M1
307Bridgefront Capital, LLC$2.7M1
308Lido Advisors, LLC$2.7M1
309ClearAlpha Technologies LP$2.7M1
310NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.6M1
311FFT WEALTH MANAGEMENT LLC$2.6M1
312BLAIR WILLIAM & CO/IL$2.5M1
313Graham Capital Management, L.P.$2.5M1
314MASTERINVEST Kapitalanlage GmbH$2.5M1
315Empowered Funds, LLC$2.4M1
316PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$2.4M1
317AE Wealth Management LLC$2.4M1
318Brooklyn Investment Group$2.4M1
319MUFG Securities EMEA plc$2.4M1
320Dai-ichi Life Insurance Company, Ltd$2.4M1
321MIZUHO SECURITIES USA LLC$2.4M1
322Norinchukin Bank, The$2.4M1
323DRW Securities, LLC$2.4M1
324Johnson Financial Group, Inc.$2.4M1
325IEQ CAPITAL, LLC$2.4M1
326Bayview Asset Management, LLC$2.4M1
327FULLER & THALER ASSET MANAGEMENT, INC.$2.3M1
328PERSONAL CFO SOLUTIONS, LLC$2.3M1
329Orion Porfolio Solutions, LLC$2.3M1
330American Trust Investment Advisors, LLC$2.3M1
331AXQ CAPITAL, LP$2.2M1
332Sequoia Financial Advisors, LLC$2.1M1
333Sanctuary Advisors, LLC$2.1M1
334DoubleLine ETF Adviser LP$2.1M1
335BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2.1M1
336Forvis Mazars Wealth Advisors, LLC$2.1M1
337B. Metzler seel. Sohn & Co. AG$2.1M1
338Caprock Group, LLC$2.1M1
339Banque Cantonale Vaudoise$2.1M1
340UNITED CAPITAL FINANCIAL ADVISORS, LLC$2.1M1
341CAISSE DES DEPOTS ET CONSIGNATIONS$2.0M1
342Maryland State Retirement & Pension System$2.0M1
343Saba Capital Management, L.P.$2.0M1
344Beacon Pointe Advisors, LLC$2.0M1
345Vestmark Advisory Solutions, Inc.$2.0M1
346Pinnacle Financial Partners, Inc.$2.0M1
347KEYBANK NATIONAL ASSOCIATION/OH$2.0M1
348FIDUCIARY TRUST CO$2.0M1
349Third View Private Wealth, LLC$1.9M1
350CWM, LLC$1.9M1
351CONDOR CAPITAL MANAGEMENT$1.9M1
352IMC-Chicago, LLC$1.9M1
353COMMONWEALTH EQUITY SERVICES, LLC$1.9M1
354Machina Capital S.A.S.$1.9M1
355Metis Global Partners, LLC$1.9M1
356PRINCIPAL SECURITIES, INC.$1.9M1
357Smith Salley Wealth Management$1.9M1
358Radnor Capital Management, LLC$1.8M1
359INTRUST BANK NA$1.8M1
360TECTONIC ADVISORS LLC$1.8M1
361Central Pacific Bank - Trust Division$1.8M1
362Emmett Investment Management, LP$1.8M1
363Bleakley Financial Group, LLC$1.8M1
364Strategic Global Advisors, LLC$1.7M1
365Farringdon Capital, Ltd.$1.7M1
366RITHOLTZ WEALTH MANAGEMENT$1.6M1
367TOKIO MARINE ASSET MANAGEMENT CO LTD$1.6M1
368Carlson Capital, L.P.$1.6M1
369Atlantic Edge Private Wealth Management, LLC$1.6M1
370AustralianSuper Pty Ltd$1.5M1
371Voleon Capital Management LP$1.5M1
372Smartleaf Asset Management LLC$1.5M1
373Saudi Central Bank$1.5M1
374BAILARD, INC.$1.5M1
375Hills Bank & Trust Co$1.5M1
376Summit Trail Advisors, LLC$1.4M1
377Merit Financial Group, LLC$1.4M1
378Empirical Finance, LLC$1.4M1
379CIM, LLC$1.4M1
380Ashton Thomas Private Wealth, LLC$1.4M1
3813Chopt Investment Partners, LLC$1.4M1
382GROUPAMA ASSET MANAGMENT$1.4M1
383Kendall Capital Management$1.4M1
384CHOREO, LLC$1.4M1
385ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1.3M1
386Callan Family Office, LLC$1.3M1
387Generali Investments Towarzystwo Funduszy Inwestycyjnych$1.3M1
388SHELTON WEALTH MANAGEMENT, LLC$1.3M1
389QUADRANT CAPITAL GROUP LLC$1.3M1
390Arjuna Capital$1.3M1
391NOMURA HOLDINGS INC$1.3M1
392EDMOND DE ROTHSCHILD HOLDING S.A.$1.3M1
393NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.3M1
394BBR PARTNERS, LLC$1.2M1
395Arax Advisory Partners$1.2M1
396Vontobel Holding Ltd.$1.2M1
397Annis Gardner Whiting Capital Advisors, LLC$1.2M1
398DELTA FINANCIAL ADVISORS LLC$1.2M1
399North Dakota State Investment Board$1.2M1
400CHAPMAN FINANCIAL GROUP, LLC$1.2M1
401Clearstead Advisors, LLC$1.1M1
402Hurley Capital, LLC$1.1M1
403AlphaStar Capital Management, LLC$1.1M1
404OFI INVEST ASSET MANAGEMENT$1.1M1
405Westerkirk Capital Inc.$1.1M1
406STABLEFORD CAPITAL II LLC$1.1M1
407Quantum Portfolio Management LLC$1.1M1
408Ballentine Partners, LLC$1.1M1
409PEAK6 LLC$1.1M1
410Centiva Capital, LP$1.1M1
411SECURIAN ASSET MANAGEMENT, INC$1.1M1
412Jacobi Capital Management LLC$1.1M1
413Allworth Financial LP$1.0M1
414Prospera Financial Services Inc$1.0M1
415NewEdge Wealth, LLC$1.0M1
416Savant Capital, LLC$1.0M1
417NLB Skladi, upravljanje premozenja, d.o.o.$1.0M1
418Gilbert & Cook, Inc.$993K1
419Aviso Financial Inc.$990K1
420Rehmann Capital Advisory Group$986K1
421OneDigital Investment Advisors LLC$960K1
422Qsemble Capital Management, LP$957K1
423Meeder Advisory Services, Inc.$933K1
424SEEDS INVESTOR LLC$919K1
425ELEVATION POINT WEALTH PARTNERS, LLC$918K1
426Marks Group Wealth Management, Inc$895K1
427CAPSTONE INVESTMENT ADVISORS, LLC$892K1
428GTS SECURITIES LLC$892K1
429Cornerstone Wealth Management, LLC$889K1
430Krilogy Financial LLC$883K1
431Greenfield Savings Bank$878K1
432AIGEN INVESTMENT MANAGEMENT, LP$871K1
433Curi Capital, LLC$862K1
434WRIGHT INVESTORS SERVICE INC$842K1
435Concurrent Investment Advisors, LLC$832K1
436Clarity Financial LLC$830K1
437Harbor Advisors LLC$813K1
438Private Advisor Group, LLC$811K1
439SIGNATUREFD, LLC$806K1
440PRUDENTIAL PLC$804K1
441Spire Wealth Management$801K1
442BAKER TILLY WEALTH MANAGEMENT, LLC$786K1
443TOCQUEVILLE ASSET MANAGEMENT L.P.$761K1
444LEVIN CAPITAL STRATEGIES, L.P.$754K1
445Siemens Fonds Invest GmbH$736K1
446Apollon Wealth Management, LLC$720K1
447LDR Capital Management LLC$710K1
448EVENTIDE ASSET MANAGEMENT, LLC$704K1
449Signal Advisors Wealth, LLC$703K1
450Clark Capital Management Group, Inc.$703K1
451Stratos Wealth Partners, LTD.$701K1
452NewEdge Advisors, LLC$699K1
453Compound Planning, Inc.$694K1
454Banco Santander, S.A.$691K1
455Alesco Advisors, LLC, An ESL Co$682K1
456GLOBALT Investments LLC / GA$678K1
457COLDSTREAM CAPITAL MANAGEMENT INC$674K1
458GATEWAY INVESTMENT ADVISERS LLC$671K1
459Avior Wealth Management, LLC$667K1
460SHUFRO ROSE & CO LLC$664K1
461SAWGRASS ASSET MANAGEMENT LLC$663K1
462Index Technologies Group LLC$660K1
463VANCE WEALTH, LLC$660K1
464Independent Advisor Alliance$655K1
465FOURPATH CAPITAL MANAGEMENT, LLC$644K1
466SAGESPRING WEALTH PARTNERS, LLC$640K1
467Menard Financial Group LLC$628K1
468Kestra Advisory Services, LLC$628K1
469Wedmont Private Capital$627K1
470EVERGREEN CAPITAL MANAGEMENT LLC$615K1
471TEMA ETFS LLC$601K1
472GROUP ONE TRADING LLC$600K1
473Ifrah Financial Services, Inc.$598K1
474DIVERSIFY WEALTH MANAGEMENT, LLC$595K1
475FIDELIS CAPITAL PARTNERS, LLC$592K1
476Vise Technologies, Inc.$587K1
477Baader Bank Aktiengesellschaft$581K1
478EP Wealth Advisors, LLC$575K1
479Headlands Technologies LLC$567K1
480Waverly Advisors, LLC$551K1
481Wellington Grp LLC$548K1
482Frank, Rimerman Advisors LLC$536K1
483SANDLER CAPITAL MANAGEMENT$528K1
484PROFUND ADVISORS LLC$520K1
485Prestige Wealth Management Group LLC$520K1
486Ascent Group, LLC$509K1
487NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$508K1
488GUGGENHEIM CAPITAL LLC$508K1
489Secure Asset Management, LLC$505K1
490Snowden Capital Advisors LLC$502K1
491Sustainable Insight Capital Management, LLC$501K1
492EVOKE WEALTH, LLC$500K1
493RFG Advisory, LLC$500K1
494Advisors Capital Management, LLC$497K1
495OpenArc Corporate Advisory, LLC$491K1
496Premier Path Wealth Partners, LLC$489K1
497Fieldview Capital Management, LLC$488K1
498STEPHENS INC /AR/$478K1
499Groupe la Francaise$477K1
500Beverly Hills Private Wealth, LLC$473K1
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)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 CBRE

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for CBRE · financials and macro

Financials — as filed PLANNED

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