Public record / Tickers / CCI

CCI — CROWN CASTLE INC.

Both disclosure regimes on one name: who in Congress filed about CCI, 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
80
all PTR rows naming CCI
Members · 12m
7
1 buys · 8 sells · by trade date
Latest PTR
09-10
filed 2026-09-10
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 06:30 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $50.0K–$100K

Sale · traded 2023-07-12 → filed 2023-08-13. Ranked over every CCI row by the provable lower bound, never a point estimate.

7 members · 1 buys / 8 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

16 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

18 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. 18 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CCI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CCI
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-10Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 08-18 +23d$1K–$15K
2026-08-10Josh Gottheimer D–NJ-5Sale · JT (jointly owned)Traded 07-23 +18d$1K–$15K
2026-08-07Michael A. Rulli R–OH-6SaleTraded 08-06 +1d$1K–$15K
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-07-10Robert J. Wittman R–VA-1SaleTraded 06-30 +10d$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 80 ↗

Members active in CCI

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing CCI 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−$30.0K to −$2.0K2
Josh Gottheimer D–NJ-52−$30.0K to −$2.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2
Michael A. Rulli R–OH-61−$15.0K to −$1.0K2
Robert J. Wittman R–VA-11−$15.0K to −$1.0K3
Sheldon Whitehouse D–RI1−$15.0K to −$1.0K6
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

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

Congress ↔ notable managers · CCI

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

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
5 Gilbert Ray Cisneros, Jr. D–CA-31, Josh Gottheimer D–NJ-5, Michael A. Rulli R–OH-6, Robert J. Wittman R–VA-1, Sheldon Whitehouse D–RI $5K–$75K

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

Notable managers · quarter ended 2026-03-31

Trimming
1 Caxton Associates $0 held

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

Merged timeline of congressional filings and notable-manager moves on CCI
DateWhoChangeSize
2026-09-10Gilbert Ray Cisneros, Jr. CongressSale$1K–$15K
2026-08-10Josh Gottheimer CongressSale$1K–$15K
2026-08-07Michael A. Rulli CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-07-10Robert J. Wittman CongressSale$1K–$15K
2026-07-08Sheldon Whitehouse CongressSale$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+54,949 sh
2026-05-15Bridgewater Associates 13Fadd+9,111 sh
2026-05-14Caxton Associates 13Fexit−4,842 sh

9 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 CCI for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$3.8B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$3.0B1
3VANGUARD CAPITAL MANAGEMENT LLC$2.3B1
4STATE STREET CORP$1.9B1
5WELLINGTON MANAGEMENT GROUP LLP$1.5B1
6LAZARD ASSET MANAGEMENT LLC$1.1B1
7GEODE CAPITAL MANAGEMENT, LLC$1.1B1
8MORGAN STANLEY$792M1
9DEUTSCHE BANK AG\$553M1
10DIMENSIONAL FUND ADVISORS LP$514M1
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC$484M1
12Legal & General Group Plc$463M1
13BANK OF AMERICA CORP /DE/$397M1
14MANUFACTURERS LIFE INSURANCE COMPANY, THE$362M1
15Daiwa Securities Group Inc.$357M1
16ROYAL BANK OF CANADA$343M1
17Invesco Ltd.$333M1
18UBS Group AG$331M1
19NORTHERN TRUST CORP$318M1
20CANADA PENSION PLAN INVESTMENT BOARD$313M1
21PRINCIPAL FINANCIAL GROUP INC$302M1
22FIL Ltd$270M1
23Capital World Investors$260M1
24Magellan Asset Management Ltd$232M1
25COOKE & BIELER LP$224M1
26FMR LLC$222M1
27VANGUARD FIDUCIARY TRUST CO$199M1
28Nuveen, LLC$191M1
29Bank of New York Mellon Corp$186M1
30BROOKFIELD Corp /ON/$177M1
31SEI INVESTMENTS CO$165M1
32Pictet Asset Management Holding SA$163M1
33Amundi$159M1
34CITADEL ADVISORS LLC$159M1
35MILFORD FUNDS LTD$147M1
36HSBC HOLDINGS PLC$146M1
37ANTIPODES PARTNERS Ltd$132M1
38MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$120M1
39Swiss National Bank$104M1
40Elliott Investment Management L.P.$99.6M1
41LONDON CO OF VIRGINIA$98.3M1
42Woodline Partners LP$97.8M1
43DUFF & PHELPS INVESTMENT MANAGEMENT CO$97.0M1
44Cullen Capital Management, LLC$96.6M1
45Alyeska Investment Group, L.P.$90.8M1
46ENVESTNET ASSET MANAGEMENT INC$83.0M1
47Aberdeen Group plc$81.7M1
48Munich Reinsurance Co Stock Corp in Munich$79.3M1
49Mitsubishi UFJ Asset Management Co., Ltd.$79.1M1
50Vanguard Global Advisers, LLC$77.4M1
51COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$75.3M1
52WELLS FARGO & COMPANY/MN$74.0M1
53RHUMBLINE ADVISERS$71.7M1
54NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$71.4M1
55RAYMOND JAMES FINANCIAL INC$70.9M1
56RENAISSANCE TECHNOLOGIES LLC$69.6M1
57CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$68.1M1
58Sumitomo Mitsui Trust Group, Inc.$67.5M1
59VANGUARD ASSET MANAGEMENT, Ltd$61.2M1
60Universal- Beteiligungs- und Servicegesellschaft mbH$57.3M1
61Retirement Systems of Alabama$56.9M1
62MILLENNIUM MANAGEMENT LLC$55.2M1
63BALYASNY ASSET MANAGEMENT L.P.$53.1M1
64National Pension Service$50.7M1
65BANK OF MONTREAL /CAN/$47.4M1
66CITIGROUP INC$47.1M1
67ALLIANCEBERNSTEIN L.P.$46.9M1
68CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$45.7M1
69SNYDER CAPITAL MANAGEMENT L P$45.5M1
70Robeco Institutional Asset Management B.V.$45.4M1
71Ensign Peak Advisors, Inc$45.1M1
72Man Group plc$42.8M1
73UniSuper Management Pty Ltd$42.5M1
74ZACKS INVESTMENT MANAGEMENT$42.1M1
75HOMESTEAD ADVISERS CORP$41.2M1
76AMERIPRISE FINANCIAL INC$41.2M1
77ANCHOR CAPITAL ADVISORS LLC$39.8M1
78TWO SIGMA INVESTMENTS, LP$37.0M1
79Vanguard Investments Australia, Ltd.$35.4M1
80Connor, Clark & Lunn Investment Management Ltd.$34.4M1
81Maryland State Retirement & Pension System$33.7M1
82AVIVA PLC$33.6M1
83ADAGE CAPITAL PARTNERS GP, L.L.C.$31.7M1
84STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$31.4M1
85LPL Financial LLC$29.9M1
86STIFEL FINANCIAL CORP$29.7M1
87Korea Investment CORP$27.1M1
88BNP Paribas Asset Management Holding S.A.$27.0M1
89Swedbank AB$25.7M1
90DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$25.5M1
91Rockefeller Capital Management L.P.$25.0M1
92REAVES W H & CO INC$23.4M1
93Skylands Capital, LLC$23.3M1
94NEW YORK STATE COMMON RETIREMENT FUND$22.9M1
95TORONTO DOMINION BANK$22.9M1
96Ilex Capital Partners (UK) LLP$22.3M1
97CRAWFORD INVESTMENT COUNSEL INC$21.9M1
98Fisher Funds Management LTD$19.8M1
99MACQUARIE GROUP LTD$19.8M1
100STATE OF WISCONSIN INVESTMENT BOARD$19.6M1
101Point72 Asset Management, L.P.$19.5M1
102PRUDENTIAL FINANCIAL INC$19.3M1
103NATIONAL BANK OF CANADA /FI/$19.3M1
104SCHRODER INVESTMENT MANAGEMENT GROUP$19.1M1
105HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$18.4M1
106DANSKE BANK A/S$17.5M1
107VICTORY CAPITAL MANAGEMENT INC$17.5M1
108Chevy Chase Trust Holdings, LLC$17.4M1
109Focus Partners Wealth$17.2M1
110CIBC WORLD MARKET INC.$17.0M1
111ROYAL LONDON ASSET MANAGEMENT LTD$16.9M1
112Advisors Asset Management, Inc.$16.5M1
113Cresset Asset Management, LLC$16.1M1
114APG Asset Management N.V.$15.5M1
115CIBC Bancorp USA Inc.$15.3M1
116LMR Partners LLP$15.2M1
117Asset Management One Co., Ltd.$15.2M1
118Gotham Asset Management, LLC$15.1M1
119Eurizon Capital SGR S.p.A.$15.0M1
120AMERICAN CENTURY COMPANIES INC$14.8M1
121Mitsubishi UFJ Trust & Banking Corp$14.3M1
122TD ASSET MANAGEMENT INC$14.3M1
123GATEWAY INVESTMENT ADVISERS LLC$14.0M1
124KLP KAPITALFORVALTNING AS$13.2M1
125Uniplan Investment Counsel, Inc.$12.9M1
126Cetera Investment Advisers$12.6M1
127NS Partners Ltd$12.5M1
128NOMURA ASSET MANAGEMENT CO LTD$12.5M1
129NEOS Investment Management LLC$12.3M1
130KETTLE HILL CAPITAL MANAGEMENT, LLC$12.2M1
131State of New Jersey Common Pension Fund D$12.1M1
132OPPENHEIMER ASSET MANAGEMENT INC.$11.8M1
133Wealthfront Advisers LLC$11.7M1
134Lansforsakringar Fondforvaltning AB (publ)$11.3M1
135TRUIST FINANCIAL CORP$11.1M1
136SUSQUEHANNA INTERNATIONAL GROUP, LLP$10.9M1
137STOREBRAND ASSET MANAGEMENT AS$10.9M1
138Tredje AP-fonden$10.8M1
139Calamos Advisors LLC$10.5M1
140FRANKLIN RESOURCES INC$10.3M1
141PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$10.3M1
142Federation des caisses Desjardins du Quebec$10.2M1
143FIRST NATIONAL BANK OF OMAHA$10.1M1
144PUBLIC SECTOR PENSION INVESTMENT BOARD$10.1M1
145FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$9.8M1
146Hazelview Securities Inc.$9.7M1
147Czech National Bank$9.6M1
148Arizona State Retirement System$9.6M1
149ProShare Advisors LLC$9.5M1
150IFM Investors Pty Ltd$9.3M1
151STATE OF MICHIGAN RETIREMENT SYSTEM$9.2M1
152Zurcher Kantonalbank (Zurich Cantonalbank)$9.0M1
153Osmosis Investment Management UK Ltd$8.9M1
154Empyrean Capital Partners, LP$8.7M1
155CIBC Asset Management Inc$8.5M1
156Brookstone Capital Management$8.5M1
157ARS Investment Partners, LLC$8.4M1
158XTX Topco Ltd$8.3M1
159MetLife Investment Management, LLC$8.3M1
160WESTWOOD HOLDINGS GROUP INC$8.2M1
161Schonfeld Strategic Advisors LLC$8.2M1
162Swiss Life Asset Management Ltd$8.0M1
163Mirae Asset Global Investments Co., Ltd.$7.9M1
164Edgestream Partners, L.P.$7.8M1
165Edgemoor Investment Advisors, Inc.$7.8M1
166BANK OF NOVA SCOTIA$7.6M1
167Waverly Advisors, LLC$7.6M1
168FIRST TRUST ADVISORS LP$7.6M1
169WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$7.6M1
170Corient Private Wealth LLC$7.6M1
171Great Hill Capital LLC$7.5M1
172DnB Asset Management AS$7.5M1
173USS Investment Management Ltd$7.4M1
174Quantinno Capital Management LP$7.4M1
175AQR CAPITAL MANAGEMENT LLC$7.3M1
176SEB Asset Management AB$7.3M1
177INTACT INVESTMENT MANAGEMENT INC.$7.2M1
178Ausbil Investment Management Ltd$7.0M1
179VOYA INVESTMENT MANAGEMENT LLC$7.0M1
180MERCER GLOBAL ADVISORS INC /ADV$6.9M1
181FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$6.9M1
182XPONANCE LLC$6.8M1
183Andra AP-fonden$6.5M1
184HEITMAN REAL ESTATE SECURITIES LLC$6.3M1
185Squarepoint Ops LLC$6.2M1
186OP Asset Management Ltd$6.2M1
187Investment Management Corp of Ontario$6.1M1
188FEDERATED HERMES, INC.$6.0M1
189Bell Bank$6.0M1
190Sanctuary Advisors, LLC$5.9M1
191Foresight Group Ltd Liability Partnership$5.9M1
192Compass Wealth Management LLC$5.9M1
193Stablepoint Partners, LLC$5.8M1
194Utah Retirement Systems$5.7M1
195WINTON GROUP Ltd$5.7M1
196Resona Asset Management Co.,Ltd.$5.7M1
197Creative Planning$5.6M1
198Global Wealth Management Investment Advisory, Inc.$5.6M1
199NEW YORK LIFE INVESTMENT MANAGEMENT LLC$5.3M1
200MML INVESTORS SERVICES, LLC$5.2M1
201Rakuten Investment Management, Inc.$5.1M1
202Walleye Capital LLC$5.0M1
203Cornerstone Capital, Inc.$4.9M1
204BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$4.9M1
205Sumitomo Mitsui DS Asset Management Company, Ltd$4.8M1
206Candriam S.C.A.$4.8M1
207Holocene Advisors, LP$4.6M1
208Te Ahumairangi Investment Management Ltd$4.6M1
209Ethic Inc.$4.6M1
210NISSAY ASSET MANAGEMENT CORP /JAPAN$4.6M1
211Morningstar Investment Management LLC$4.3M1
212Linscomb Wealth, Inc.$4.3M1
213MACKENZIE FINANCIAL CORP$4.3M1
214COMMONWEALTH EQUITY SERVICES, LLC$4.3M1
215Janus Henderson Group Ltd.$4.2M1
216MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.2M1
217PFA Pension, Forsikringsaktieselskab$4.1M1
218ING GROEP NV$4.1M1
219TD Waterhouse Canada Inc.$4.1M1
220OREGON PUBLIC EMPLOYEES RETIREMENT FUND$4.1M1
221Empowered Funds, LLC$3.9M1
222Sophron Capital Management L.P.$3.9M1
223O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.9M1
224MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$3.9M1
225GRS Advisors, LLC$3.8M1
226NISA INVESTMENT ADVISORS, LLC$3.8M1
227CREDIT AGRICOLE S A$3.7M1
228M&T BANK CORP$3.7M1
229Blackstone Inc.$3.7M1
230NORDEA INVESTMENT MANAGEMENT AB$3.7M1
231Rafferty Asset Management, LLC$3.5M1
232LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$3.3M1
233HighTower Advisors, LLC$3.3M1
234D.A. DAVIDSON & CO.$3.3M1
235COHEN & STEERS, INC.$3.3M1
236Orion Porfolio Solutions, LLC$3.2M1
237BUILDER INVESTMENT GROUP INC /ADV$3.2M1
238SORA INVESTORS LLC$3.2M1
239STEPHENS INC /AR/$3.2M1
240Allianz Asset Management GmbH$3.2M1
241Adelante Capital Management LLC$3.2M1
242KESTRA PRIVATE WEALTH SERVICES, LLC$3.1M1
243Atria Investments, Inc$3.1M1
244EFG International AG$3.1M1
245B. Metzler seel. Sohn & Co. AG$3.1M1
246Vanguard Personalized Indexing Management, LLC$3.0M1
247US BANCORP \DE\$3.0M1
248Kovack Advisors, Inc.$3.0M1
249BRADLEY FOSTER & SARGENT INC/CT$3.0M1
250BECKER CAPITAL MANAGEMENT INC$3.0M1
251OSAIC HOLDINGS, INC.$2.9M1
252Avanza Fonder AB$2.9M1
253S-Bank Fund Management Ltd$2.8M1
254Cerity Partners LLC$2.8M1
255INTECH INVESTMENT MANAGEMENT LLC$2.8M1
256REGIONS FINANCIAL CORP$2.8M1
257TT Capital Management LLC$2.8M1
258LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2.7M1
259LRT Capital Management, LLC$2.7M1
260HENGEHOLD CAPITAL MANAGEMENT LLC$2.6M1
261QRG CAPITAL MANAGEMENT, INC.$2.5M1
262Slagle Financial, LLC$2.5M1
263Vestmark Advisory Solutions, Inc.$2.4M1
264Paralel Advisors LLC$2.4M1
265WESTPAC BANKING CORP$2.4M1
266CHIRON CAPITAL MANAGEMENT, LLC$2.4M1
267Norinchukin Bank, The$2.4M1
268GUGGENHEIM CAPITAL LLC$2.4M1
269BLAIR WILLIAM & CO/IL$2.3M1
270Allspring Global Investments Holdings, LLC$2.3M1
271Generali Asset Management SPA SGR$2.2M1
272GROUP ONE TRADING LLC$2.2M1
273Pathstone Holdings, LLC$2.2M1
274Ashton Thomas Private Wealth, LLC$2.2M1
275DF DENT & CO INC$2.2M1
276Tidal Investments LLC$2.1M1
277MIZUHO SECURITIES USA LLC$2.1M1
278Naviter Wealth, LLC$2.1M1
279Providence Capital Advisors, LLC$2.1M1
280BOCHK Asset Management Ltd$2.1M1
281Summit Trail Advisors, LLC$2.1M1
282Gilman Hill Asset Management, LLC$2.1M1
283Crossmark Global Holdings, Inc.$2.1M1
284KCM INVESTMENT ADVISORS LLC$2.1M1
285JUPITER ASSET MANAGEMENT LTD$2.1M1
286Vinva Investment Management Ltd$2.0M1
287DRW Securities, LLC$2.0M1
288HARTFORD INVESTMENT MANAGEMENT CO$2.0M1
289Taylor Frigon Capital Management LLC$2.0M1
290NewEdge Advisors, LLC$2.0M1
291AG2R LA MONDIALE GESTION D'ACTIFS$2.0M1
292KMG FIDUCIARY PARTNERS, LLC$2.0M1
293FIFTH THIRD BANCORP$2.0M1
294OFI INVEST ASSET MANAGEMENT$1.9M1
295Cohen Klingenstein LLC$1.9M1
296UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.9M1
297GLENMEDE TRUST CO NA$1.9M1
298CULLINAN ASSOCIATES INC$1.9M1
299Presima Securities ULC$1.8M1
300DoubleLine ETF Adviser LP$1.8M1
301Metis Global Partners, LLC$1.8M1
302Banque Cantonale Vaudoise$1.8M1
303LDR Capital Management LLC$1.8M1
304ASSETMARK, INC$1.8M1
305Kestra Advisory Services, LLC$1.8M1
306NewEdge Wealth, LLC$1.8M1
307Tower Research Capital LLC (TRC)$1.8M1
308COMMERCE BANK$1.8M1
309SIMPLEX TRADING, LLC$1.7M1
310BRIDGES INVESTMENT MANAGEMENT INC$1.7M1
311OMERS ADMINISTRATION Corp$1.7M1
312Assenagon Asset Management S.A.$1.7M1
313UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.7M1
314ADVOCATE GROUP LLC$1.7M1
315&PARTNERS$1.7M1
316ABN AMRO INVESTMENT SOLUTIONS$1.6M1
317Vanderbilt University$1.6M1
318Inspire Investing, LLC$1.6M1
319Quantbot Technologies LP$1.6M1
320Donoghue Forlines LLC$1.5M1
321E. Ohman J:or Asset Management AB$1.5M1
322Financiere des Professionnels - Fonds d'investissement inc.$1.5M1
323GeoWealth Management, LLC$1.5M1
324Steward Partners Investment Advisory, LLC$1.5M1
325Inman Jager Wealth Management, LLC$1.5M1
326MUFG Securities EMEA plc$1.5M1
327Chicago Capital, LLC$1.4M1
328Dai-ichi Life Insurance Company, Ltd$1.4M1
329NAPLES GLOBAL ADVISORS, LLC$1.4M1
330Capital Investment Advisors, LLC$1.4M1
331HB Wealth Management, LLC$1.4M1
332Jefferies Financial Group Inc.$1.3M1
333Brevan Howard Capital Management LP$1.3M1
334OLD NATIONAL BANCORP /IN/$1.3M1
335Saudi Central Bank$1.3M1
336Chicago Partners Investment Group LLC$1.3M1
337OSSIAM$1.3M1
338BROWN ADVISORY INC$1.3M1
339TOKIO MARINE ASSET MANAGEMENT CO LTD$1.3M1
340Freestone Grove Partners LP$1.3M1
341Applied Capital LLC/FL$1.3M1
342KEYBANK NATIONAL ASSOCIATION/OH$1.2M1
343Pullen Investment Management, LLC$1.2M1
344Private Advisor Group, LLC$1.2M1
345Avior Wealth Management, LLC$1.2M1
346Sepio Capital, LP$1.2M1
347Investors Research Corp$1.2M1
348NOMURA HOLDINGS INC$1.2M1
349NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.1M1
350Redmond Asset Management, LLC$1.1M1
351Vident Advisory, LLC$1.1M1
352Invst, LLC$1.1M1
353Knollwood Investment Advisory, LLC$1.1M1
354IMC-Chicago, LLC$1.1M1
355TRUST CO OF TOLEDO NA /OH/$1.1M1
356Ally Financial Inc.$1.1M1
357Mutual Advisors, LLC$1.0M1
358Texas Yale Capital Corp.$1.0M1
359BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.0M1
360INFRASTRUCTURE CAPITAL ADVISORS, LLC$1.0M1
361BAHL & GAYNOR INC$1.0M1
362Central Pacific Bank - Trust Division$1.0M1
363North Dakota State Investment Board$1.0M1
364Atlantic Union Bankshares Corp$1.0M1
365Pine Valley Investments Ltd Liability Co$1.0M1
366Comprehensive Financial Consultants Institutional, Inc.$1.0M1
367Abundance Wealth Counselors$995K1
368Bridgewater Associates, LP$989K1
369MUFG SECURITIES AMERICAS INC.$980K1
370Polymer Capital Management (US) LLC$979K1
371Goldstone Financial Group, LLC$977K1
372MAI Capital Management$966K1
373CAISSE DES DEPOTS ET CONSIGNATIONS$961K1
374PRUDENTIAL PLC$958K1
375SECURIAN ASSET MANAGEMENT, INC$955K1
376EXENCIAL WEALTH ADVISORS, LLC$950K1
377ASR Vermogensbeheer N.V.$943K1
378Envestnet Portfolio Solutions, Inc.$943K1
379Sawyer & Company, Inc$910K1
380NATIXIS$907K1
381RFG Advisory, LLC$903K1
382Cannell & Spears LLC$895K1
383Merit Financial Group, LLC$890K1
384ACORN FINANCIAL ADVISORY SERVICES INC /ADV$884K1
385BENJAMIN EDWARDS INC$882K1
386CHOREO, LLC$878K1
387F/m Investments LLC$868K1
388GTS SECURITIES LLC$864K1
389Sompo Asset Management Co., Ltd.$864K1
390EXCHANGE TRADED CONCEPTS, LLC$860K1
391D. E. Shaw & Co., Inc.$859K1
392Quadrature Capital Ltd$857K1
393GARRISON BRADFORD & ASSOCIATES INC$852K1
394Howard Capital Management, LLC$839K1
395Barnett & Company, Inc.$834K1
396Horst & Graben Wealth Management LLC$834K1
397MCF Advisors LLC$814K1
398Retirement Planning Co of New England, Inc.$813K1
399Snowden Capital Advisors LLC$808K1
400Stratos Wealth Partners, LTD.$797K1
401Berkeley Capital Partners, LLC$790K1
402Sustainable Insight Capital Management, LLC$787K1
403NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$787K1
404Vontobel Holding Ltd.$786K1
405Spartan Wealth Advisory Services LLC$769K1
406QUADRANT CAPITAL GROUP LLC$767K1
407Plato Investment Management Ltd$748K1
408Beverly Hills Private Wealth, LLC$746K1
409Jacobi Capital Management LLC$737K1
410Emerald Investment Advisers, LLC$731K1
411AE Wealth Management LLC$729K1
41244 WEALTH MANAGEMENT LLC$728K1
413First National Advisers, LLC$712K1
414MASTERINVEST Kapitalanlage GmbH$694K1
415Mirador Capital Partners LP$688K1
416Bryn Mawr Trust Advisors, LLC$680K1
417Herold Advisors, Inc.$676K1
418Wilmington Savings Fund Society, FSB$673K1
419Quadrant Private Wealth Management, LLC$671K1
420Concurrent Investment Advisors, LLC$664K1
421IVC Wealth Advisors LLC$663K1
422TEMA ETFS LLC$643K1
423World Investment Advisors$641K1
424ONTARIO TEACHERS PENSION PLAN BOARD$633K1
425Ignite Planners, LLC$621K1
426Ipswich Investment Management Co., Inc.$618K1
427Beacon Pointe Advisors, LLC$609K1
428COLDSTREAM CAPITAL MANAGEMENT INC$605K1
429CWM, LLC$584K1
430Aptus Capital Advisors, LLC$575K1
431J. Safra Sarasin Holding AG$575K1
432Midwest Trust Co$574K1
433Sequoia Financial Advisors, LLC$567K1
434PEAK6 LLC$564K1
435Advyzon Investment Management, LLC$559K1
436Atom Investors LP$557K1
437Granite Investment Partners, LLC$555K1
438DAVENPORT & Co LLC$538K1
439Vise Technologies, Inc.$537K1
440TEACHER RETIREMENT SYSTEM OF TEXAS$528K1
441Abel Hall, LLC$525K1
442Accurate Wealth Management, LLC$522K1
443CALDWELL SUTTER CAPITAL, INC.$514K1
444Bridgewater Advisors Inc.$512K1
445Siemens Fonds Invest GmbH$511K1
446SAGESPRING WEALTH PARTNERS, LLC$508K1
447MGO ONE SEVEN LLC$504K1
448Bayesian Capital Management, LP$500K1
449DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$499K1
450FIDUCIARY TRUST CO$494K1
451Prestige Wealth Management Group LLC$489K1
452DIVERSIFIED MANAGEMENT INC$488K1
453SIGNATUREFD, LLC$488K1
454Lighthouse Investment Partners, LLC$488K1
455Laurel Wealth Advisors LLC$488K1
456Probity Advisors, Inc.$479K1
457Allworth Financial LP$475K1
458Gilbert & Cook, Inc.$471K1
459FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$471K1
460PROFUND ADVISORS LLC$468K1
461Everhart Financial Group, Inc.$464K1
462MOODY NATIONAL BANK TRUST DIVISION$464K1
463United Asset Strategies, Inc.$457K1
464Callan Family Office, LLC$454K1
465Quadcap Wealth Management, LLC$447K1
466Citizens Business Bank$433K1
467Baird Financial Group, Inc.$433K1
468WOODWARD DIVERSIFIED CAPITAL, LLC$429K1
469Indivisible Partners$423K1
470Harvest Portfolios Group Inc.$417K1
471Lido Advisors, LLC$416K1
4721834 INVESTMENT ADVISORS CO$413K1
473ANGELES WEALTH MANAGEMENT, LLC$411K1
474Mariner, LLC$408K1
475Capital International Sarl$397K1
476RITHOLTZ WEALTH MANAGEMENT$392K1
477McGlone Suttner Wealth Management, Inc.$391K1
478EP Wealth Advisors, LLC$389K1
479Salvus Wealth Management, LLC$389K1
480Aprio Wealth Management, LLC$388K1
481Leonteq Securities AG$387K1
482EVERGREEN CAPITAL MANAGEMENT LLC$387K1
483Independent Advisor Alliance$386K1
484Arax Advisory Partners$386K1
485OpenArc Corporate Advisory, LLC$362K1
486Checchi Capital Advisers, LLC$361K1
487SITTNER & NELSON, LLC$352K1
488SCHMIDT P J INVESTMENT MANAGEMENT INC$348K1
489Brookwood Investment Group LLC$348K1
490INSIGNEO ADVISORY SERVICES, LLC$347K1
491Apollon Wealth Management, LLC$347K1
492NTV ASSET MANAGEMENT LLC$344K1
493Forest Hill Capital, LLC$342K1
494BAILARD, INC.$336K1
495Ameritas Investment Partners, Inc.$334K1
496CAPSTONE INVESTMENT ADVISORS, LLC$329K1
497Bill Few Associates, Inc.$322K1
498CHICAGO TRUST Co NA$319K1
499U.S. Capital Wealth Advisors, LLC$317K1
500Dorsey & Whitney Trust CO LLC$314K1
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)1 buy / 8 sell
Congress net ($ bound)−$119K to $7.0K
Filers net (actions)not in build
Filers net ($ 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 CCI

RETAINED WINDOW · ACTIVE HITS
Signal hits naming CCI
KindRuleHits
COMMITTEEa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied1 hit
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 CCI · financials and macro

Financials — as filed PLANNED

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