Public record / Tickers / CDE

CDE — Coeur Mining, Inc.

Both disclosure regimes on one name: who in Congress filed about CDE, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
2
all PTR rows naming CDE
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
04-27
filed 2020-04-27
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

Donna E. Shalala · $1.0K–$15.0K

Sale · traded 2019-06-24 → filed 2020-04-27. Ranked over every CDE row by the provable lower bound, never a point estimate.

No member disclosed CDE 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 CDE 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 CDE · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CDE
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2020-04-27Donna E. Shalala D–FL-27SaleTraded 2019-06-24 LATE·308d$1K–$15K
2014-07-17Mick Mulvaney R–SC-5SaleTraded 07-01 +16d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 2 ↗

Members active in CDE

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

No member disclosed CDE in the trailing 12 months.

Congress ↔ notable managers · CDE

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

Trimming
1 Caxton Associates $286K held

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

Merged timeline of congressional filings and notable-manager moves on CDE
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Fadd+668,515 sh
2026-05-15Gotham Asset Management 13Fadd+142,186 sh
2026-05-14Caxton Associates 13Ftrim−96,964 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 CDE for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.9B1
2STATE STREET CORP$654M1
3FMR LLC$627M1
4VANGUARD CAPITAL MANAGEMENT LLC$589M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$573M1
6MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$542M1
7ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$525M1
8Tidal Investments LLC$409M1
9MILLENNIUM MANAGEMENT LLC$256M1
10DIMENSIONAL FUND ADVISORS LP$241M1
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC$233M1
12Invesco Ltd.$231M1
13Condire Management, LP$187M1
14NORTHERN TRUST CORP$182M1
15AMERICAN CENTURY COMPANIES INC$175M1
16MORGAN STANLEY$152M1
17JUPITER ASSET MANAGEMENT LTD$147M1
18DEUTSCHE BANK AG\$134M1
19RENAISSANCE TECHNOLOGIES LLC$129M1
20SPROTT INC.$128M1
21Nuveen, LLC$128M1
22VANGUARD FIDUCIARY TRUST CO$124M1
23Amundi$116M1
24SUSQUEHANNA INTERNATIONAL GROUP, LLP$106M1
25CITADEL ADVISORS LLC$103M1
26BANK OF AMERICA CORP /DE/$102M1
27TWO SIGMA INVESTMENTS, LP$92.9M1
28FRANKLIN RESOURCES INC$92.8M1
29WELLINGTON MANAGEMENT GROUP LLP$87.6M1
30UBS Group AG$84.0M1
31Connor, Clark & Lunn Investment Management Ltd.$81.6M1
32Allspring Global Investments Holdings, LLC$69.9M1
33SCHRODER INVESTMENT MANAGEMENT GROUP$66.4M1
34Swiss National Bank$58.6M1
35JANE STREET GROUP, LLC$54.3M1
36UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$51.5M1
37WESTFIELD CAPITAL MANAGEMENT CO LP$51.4M1
38BANK OF MONTREAL /CAN/$49.8M1
39Squarepoint Ops LLC$49.1M1
40ALPS ADVISORS INC$41.0M1
41Janus Henderson Group Ltd.$38.3M1
42PANAGORA ASSET MANAGEMENT INC$37.5M1
43Universal- Beteiligungs- und Servicegesellschaft mbH$35.7M1
44RAYMOND JAMES FINANCIAL INC$34.4M1
45TSP Capital Management Group, LLC$32.6M1
46TD ASSET MANAGEMENT INC$32.0M1
47Nokomis Capital, L.L.C.$31.2M1
48Man Group plc$30.7M1
49Legal & General Group Plc$30.0M1
50VOLORIDGE INVESTMENT MANAGEMENT, LLC$27.7M1
51DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$27.4M1
52Bridgewater Associates, LP$24.5M1
53MACKENZIE FINANCIAL CORP$24.3M1
54ALLIANCEBERNSTEIN L.P.$23.9M1
55Point72 Asset Management, L.P.$23.2M1
56GROUP ONE TRADING LLC$22.9M1
57FEDERATED HERMES, INC.$22.1M1
58Mitsubishi UFJ Asset Management Co., Ltd.$20.7M1
59Assenagon Asset Management S.A.$20.6M1
60PICTON MAHONEY ASSET MANAGEMENT$20.2M1
61HSBC HOLDINGS PLC$20.2M1
62Empowered Funds, LLC$19.9M1
63CIBC WORLD MARKET INC.$19.8M1
64STOREBRAND ASSET MANAGEMENT AS$19.0M1
65AQR CAPITAL MANAGEMENT LLC$18.0M1
66Vontobel Holding Ltd.$17.2M1
67FIRST TRUST ADVISORS LP$16.7M1
68NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$16.7M1
69BALYASNY ASSET MANAGEMENT L.P.$16.0M1
70PRUDENTIAL FINANCIAL INC$15.8M1
71WELLS FARGO & COMPANY/MN$15.8M1
72STATE OF WISCONSIN INVESTMENT BOARD$13.9M1
73HATCH COVE CAPITAL, LLC$13.6M1
74LPL Financial LLC$13.0M1
75ROYAL BANK OF CANADA$12.7M1
76PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE$12.2M1
77PRINCIPAL FINANCIAL GROUP INC$12.2M1
78CI INVESTMENTS INC.$12.1M1
79MANUFACTURERS LIFE INSURANCE COMPANY, THE$11.9M1
80Groupe la Francaise$10.4M1
81FIL Ltd$10.2M1
82First Eagle Investment Management, LLC$10.1M1
83VANGUARD ASSET MANAGEMENT, Ltd$9.9M1
84Federation des caisses Desjardins du Quebec$9.7M1
85CIBC Asset Management Inc$9.6M1
86ArrowMark Colorado Holdings LLC$9.4M1
87Creative Planning$9.2M1
88Marex Group Ltd$9.1M1
89VOYA INVESTMENT MANAGEMENT LLC$8.8M1
90Vanguard Investments Australia, Ltd.$8.6M1
91GUGGENHEIM CAPITAL LLC$8.4M1
92Vanguard Global Advisers, LLC$8.3M1
93U S GLOBAL INVESTORS INC$8.2M1
94EDMOND DE ROTHSCHILD HOLDING S.A.$7.7M1
95Atom Investors LP$7.7M1
96ALPINE ASSOCIATES MANAGEMENT INC.$7.6M1
97LMR Partners LLP$7.5M1
98Plancorp, LLC$7.5M1
99PKO Investment Management Joint-Stock Co$7.4M1
100CITIGROUP INC$7.3M1
101D. E. Shaw & Co., Inc.$7.3M1
102Ruffer LLP$7.2M1
103Pictet Asset Management Holding SA$7.1M1
104Asset Management One Co., Ltd.$7.1M1
105SEI INVESTMENTS CO$6.7M1
106Lane Generational LLC$6.6M1
107Allianz Asset Management GmbH$6.5M1
108WORLDQUANT MILLENNIUM ADVISORS LLC$6.4M1
109NOMURA ASSET MANAGEMENT CO LTD$6.1M1
110BW Gestao de Investimentos Ltda.$5.6M1
111Resona Asset Management Co.,Ltd.$5.5M1
112MOODY ALDRICH PARTNERS LLC$5.5M1
113Alberta Investment Management Corp$5.5M1
114Zurcher Kantonalbank (Zurich Cantonalbank)$5.3M1
115IMC-Chicago, LLC$5.3M1
116LAZARD ASSET MANAGEMENT LLC$5.3M1
117HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$5.2M1
118INTECH INVESTMENT MANAGEMENT LLC$5.2M1
119ADAGE CAPITAL PARTNERS GP, L.L.C.$5.2M1
120Financial Sense Advisors, Inc.$5.2M1
121Oppenheimer & Close, LLC$5.1M1
122STIFEL FINANCIAL CORP$5.0M1
123ENVESTNET ASSET MANAGEMENT INC$4.8M1
124Weiss Asset Management LP$4.7M1
125MIRAE ASSET SECURITIES (USA) INC.$4.7M1
126State of New Jersey Common Pension Fund D$4.4M1
127CenterBook Partners LP$4.3M1
128Quantinno Capital Management LP$4.2M1
129Harvest Portfolios Group Inc.$4.2M1
130IFM Investors Pty Ltd$4.0M1
131Capula Management Ltd$4.0M1
132Caprock Group, LLC$4.0M1
133CANADA PENSION PLAN INVESTMENT BOARD$4.0M1
134Mariner, LLC$3.9M1
135B. Riley Wealth Advisors, Inc.$3.8M1
136Electrum Group LLC$3.8M1
137Qube Research & Technologies Ltd$3.7M1
138Pathstone Holdings, LLC$3.6M1
139OSAIC HOLDINGS, INC.$3.6M1
140Elo Mutual Pension Insurance Co$3.6M1
141TOCQUEVILLE ASSET MANAGEMENT L.P.$3.5M1
142Rockefeller Capital Management L.P.$3.4M1
143Riggs Asset Managment Co. Inc.$3.4M1
144PVG ASSET MANAGEMENT CORP$3.4M1
145Gotham Asset Management, LLC$3.4M1
146Arizona State Retirement System$3.3M1
147Engineers Gate Manager LP$3.2M1
148NFJ INVESTMENT GROUP, LLC$3.2M1
149Massar Capital Management, LP$3.2M1
150Steadtrust LLC$3.1M1
151Corient Private Wealth LLC$3.0M1
152Brevan Howard Capital Management LP$2.9M1
153STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$2.8M1
154TORONTO DOMINION BANK$2.8M1
155TEACHER RETIREMENT SYSTEM OF TEXAS$2.8M1
156ProShare Advisors LLC$2.8M1
157Vident Advisory, LLC$2.7M1
158SCOTIA CAPITAL INC.$2.7M1
159BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.7M1
160Oxbow Advisors, LLC$2.7M1
161Pinnacle Wealth Management Group, Inc.$2.6M1
162Integrated Quantitative Investments LLC$2.5M1
163PROFUND ADVISORS LLC$2.4M1
164Diversified Trust Co$2.4M1
165CREDIT AGRICOLE S A$2.3M1
166Manatuck Hill Partners, LLC$2.3M1
167CVFG LLC$2.3M1
168Cetera Investment Advisers$2.3M1
169CASTLEARK MANAGEMENT LLC$2.3M1
170COMMONWEALTH EQUITY SERVICES, LLC$2.3M1
171Savant Capital, LLC$2.3M1
172Walleye Trading LLC$2.2M1
173NewEdge Advisors, LLC$2.2M1
174Hartree Partners, LP$2.2M1
175Vanguard Personalized Indexing Management, LLC$2.2M1
176MML INVESTORS SERVICES, LLC$2.1M1
177TD Waterhouse Canada Inc.$2.1M1
178Lighthouse Investment Partners, LLC$2.1M1
179Genus Capital Management Inc.$2.0M1
180Sowell Financial Services LLC$2.0M1
181Sumitomo Mitsui DS Asset Management Company, Ltd$2.0M1
182OP Asset Management Ltd$1.9M1
183LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.9M1
184BNP Paribas Asset Management Holding S.A.$1.9M1
185Kestra Advisory Services, LLC$1.9M1
186CIBC Bancorp USA Inc.$1.9M1
187NATIONAL BANK OF CANADA /FI/$1.8M1
188Daiwa Securities Group Inc.$1.8M1
189Csenge Advisory Group$1.7M1
190Northwest & Ethical Investments L.P.$1.7M1
191Swiss Life Asset Management Ltd$1.7M1
192Alpine Global Management, LLC$1.7M1
193XPONANCE LLC$1.6M1
194Eddie Patel Inc$1.5M1
195ZACKS INVESTMENT MANAGEMENT$1.5M1
196BOOTHBAY FUND MANAGEMENT, LLC$1.5M1
197NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.5M1
198MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.5M1
199DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$1.5M1
200SHEETS SMITH WEALTH MANAGEMENT$1.5M1
201Korea Investment CORP$1.5M1
202Harvest Investment Services, LLC$1.5M1
203Convergence Investment Partners, LLC$1.4M1
204MMCAP International Inc. SPC$1.4M1
205SIG North Trading, ULC$1.4M1
206Investment Management Corp of Ontario$1.4M1
207Cerity Partners LLC$1.4M1
208SEB Asset Management AB$1.4M1
209RITHOLTZ WEALTH MANAGEMENT$1.3M1
210O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.3M1
211COOKSON PEIRCE & CO INC$1.3M1
212MEEDER ASSET MANAGEMENT INC$1.3M1
213Robeco Institutional Asset Management B.V.$1.3M1
214RFG Advisory, LLC$1.3M1
215CastleKnight Management LP$1.2M1
216Pine Valley Investments Ltd Liability Co$1.2M1
217Walleye Capital LLC$1.2M1
218HOMESTEAD ADVISERS CORP$1.2M1
219LBP AM SA$1.2M1
220Pinpoint Asset Management (Singapore) Pte. Ltd.$1.2M1
221Ensign Peak Advisors, Inc$1.2M1
222WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.2M1
223XTX Topco Ltd$1.2M1
224Sigma Planning Corp$1.2M1
225BANK OF NOVA SCOTIA$1.1M1
226JENNISON ASSOCIATES LLC$1.1M1
227Tower Research Capital LLC (TRC)$1.1M1
228Falcon Wealth Planning$1.1M1
229Clear Harbor Asset Management, LLC$1.1M1
230FIRST NATIONAL BANK OF OMAHA$1.0M1
231MERCER GLOBAL ADVISORS INC /ADV$1.0M1
232StoneX Group Inc.$1.0M1
233BENJAMIN EDWARDS INC$1.0M1
234Abel Hall, LLC$966K1
235Blue Line Capital, LLC / IL$965K1
236RWA WEALTH PARTNERS, LLC$951K1
237Extract Advisors LLC$939K1
238EVERGREEN CAPITAL MANAGEMENT LLC$933K1
239BFI Infinity Ltd.$914K1
240Merit Financial Group, LLC$897K1
241TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$892K1
242Rakuten Investment Management, Inc.$868K1
243Rakuten Securities, Inc.$865K1
244HighTower Advisors, LLC$850K1
245Polymer Capital Management (US) LLC$820K1
246TRUIST FINANCIAL CORP$813K1
247Huntleigh Advisors, Inc.$803K1
248Concurrent Investment Advisors, LLC$785K1
249Independent Family Office, LLC$783K1
250ABN AMRO INVESTMENT SOLUTIONS$779K1
251Grand Central Investment Group$760K1
252INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$745K1
253E Fund Management Co., Ltd.$744K1
254WINTON GROUP Ltd$743K1
255KESTRA PRIVATE WEALTH SERVICES, LLC$742K1
256CWM, LLC$741K1
257VARCOV Co.$699K1
258MASSACHUSETTS FINANCIAL SERVICES CO /MA/$694K1
259Inspire Advisors, LLC$692K1
260Sepio Capital, LP$688K1
261EXCHANGE TRADED CONCEPTS, LLC$672K1
262VICTORY FINANCIAL GROUP, LLC$669K1
263EP Wealth Advisors, LLC$662K1
264Counterpoint Mutual Funds LLC$650K1
265Cedrus Wealth Group LLC$635K1
266Leonteq Securities AG$627K1
267OLD MISSION CAPITAL LLC$622K1
268Summit Financial, LLC$611K1
269SUSQUEHANNA ADVISORS GROUP, INC.$604K1
270Qtron Investments LLC$571K1
271National Philanthropic Trust$563K1
272MONETA GROUP INVESTMENT ADVISORS LLC$550K1
273US BANCORP \DE\$547K1
274BARD ASSOCIATES INC$542K1
275Belvedere Trading LLC$526K1
276SCP Investment, LP$518K1
277Asset One Wealth Management LLC$516K1
278Independent Advisor Alliance$511K1
279Vestmark Advisory Solutions, Inc.$506K1
280CHOREO, LLC$498K1
281Trek Financial, LLC$493K1
282Destiny Wealth Partners, LLC$479K1
283Scientech Research LLC$469K1
284DRW Securities, LLC$456K1
285Vise Technologies, Inc.$439K1
286Kingsview Wealth Management, LLC$435K1
287BAILARD, INC.$428K1
288EFG International AG$427K1
289WORLD EQUITY GROUP, INC.$425K1
290Themes Management Co LLC$418K1
2911832 Asset Management L.P.$416K1
292Visionary Wealth Advisors$415K1
293M&T BANK CORP$415K1
294Revisor Wealth Management LLC$412K1
295Baader Bank Aktiengesellschaft$400K1
296AVIVA PLC$399K1
297ABBINGTON INVESTMENT GROUP$399K1
298Forvis Mazars Wealth Advisors, LLC$393K1
299SMART Wealth LLC$384K1
300Woodline Partners LP$381K1
301Andina Capital Management, LLC$378K1
302Invst, LLC$378K1
303Atria Investments, Inc$378K1
304One68 Global Capital, LLC$375K1
305Pinnacle Financial Partners, Inc.$374K1
306Elevated Financial Group LLC$372K1
307Capital Investment Advisors, LLC$369K1
308Clearstead Advisors, LLC$366K1
309Bayesian Capital Management, LP$363K1
310Composition Wealth, LLC$362K1
311Moors & Cabot, Inc.$361K1
312CTC Alternative Strategies, Ltd.$359K1
313BRAVE ASSET MANAGEMENT INC$358K1
314HOHIMER WEALTH MANAGEMENT, LLC$350K1
315PRUDENTIAL PLC$348K1
316Synergy Asset Management, LLC$345K1
317NWAM LLC$343K1
318World Investment Advisors$336K1
319Vanguard National Trust Co$336K1
320Royal Capital Wealth Management, LLC$330K1
321Triumph Capital Management$321K1
322Ballentine Partners, LLC$320K1
323EXENCIAL WEALTH ADVISORS, LLC$315K1
324OPPENHEIMER & CO INC$309K1
325TWINBEECH CAPITAL LP$304K1
326MINDSET WEALTH MANAGEMENT, LLC$304K1
327Lido Advisors, LLC$303K1
328denkapparat Operations GmbH$301K1
329Ketron Financial$297K1
330INCEPTIONR LLC$295K1
331CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$292K1
332Gallagher Fiduciary Advisors, LLC$292K1
333AE Wealth Management LLC$287K1
334Absolute Gestao de Investimentos Ltda.$287K1
335CAXTON ASSOCIATES LLP$286K1
336Arista Wealth Management, LLC$283K1
337PRINCIPAL SECURITIES, INC.$279K1
338OneDigital Investment Advisors LLC$277K1
339Stratos Wealth Partners, LTD.$276K1
340Bank Julius Baer & Co. Ltd, Zurich$266K1
341CHILTON CAPITAL MANAGEMENT LLC$265K1
342Wealthfront Advisers LLC$265K1
343MANGROVE PARTNERS IM, LLC$265K1
344Quarry LP$263K1
345Brooklyn Investment Group$260K1
346Gibraltar Capital Management, Inc.$259K1
347KITCHING PARTNERS, LLC$256K1
348Blueshift Asset Management, LLC$252K1
349Orion Porfolio Solutions, LLC$250K1
350Arlington Capital Management, Inc.$242K1
351ALTFEST L J & CO INC$241K1
352Carnegie Lake Advisors LLC$240K1
353Magnetar Financial LLC$236K1
354STANSBERRY ASSET MANAGEMENT, LLC$234K1
355&PARTNERS$233K1
356Bayforest Capital Ltd$230K1
357Mountain Capital Investment Advisors Inc.$228K1
358Baron Wealth Management LLC$222K1
359Sanctuary Advisors, LLC$222K1
360Pallas Capital Advisors LLC$221K1
361Focus Partners Wealth$220K1
362Focus Partners Advisor Solutions, LLC$215K1
363Tradition Wealth Management, LLC$214K1
364MATHER GROUP, LLC.$211K1
365CHAPIN DAVIS, INC.$209K1
366Chicago Partners Investment Group LLC$208K1
367Bleakley Financial Group, LLC$207K1
368COLDSTREAM CAPITAL MANAGEMENT INC$206K1
369GTS SECURITIES LLC$204K1
370MAI Capital Management$203K1
371INDEPENDENT FINANCIAL GROUP, LLC$201K1
372Aberdeen Group plc$201K1
373Sequoia Financial Advisors, LLC$199K1
374Wealthspire Retirement, LLC$198K1
375REGIONS FINANCIAL CORP$194K1
376Ethic Inc.$192K1
377Voleon Capital Management LP$190K1
378ZEGA Investments, LLC$190K1
379UNITED CAPITAL FINANCIAL ADVISORS, LLC$189K1
380SIG BROKERAGE, LP$188K1
381Eurizon Capital SGR S.p.A.$188K1
382Optiver Holding B.V.$167K1
383Banque Cantonale Vaudoise$165K1
384State of Wyoming$145K1
385SIGNATUREFD, LLC$134K1
386Larson Financial Group LLC$133K1
387FIFTH THIRD BANCORP$124K1
388Steward Partners Investment Advisory, LLC$119K1
389EASTERN BANK$117K1
390Transamerica Financial Advisors, LLC$99.3K1
391AlphaCentric Advisors LLC$94.8K1
392Allworth Financial LP$89.4K1
393Hilltop Holdings Inc.$88.8K1
394Wealth Enhancement Trust Services, Inc.$80.9K1
395Kemnay Advisory Services Inc.$73.8K1
396Blue Trust, Inc.$71.7K1
397Elequin Capital, LP$61.5K1
398LGT Financial Advisors LLC$56.3K1
399Pinnacle Wealth Planning Services, Inc.$47.9K1
400MACQUARIE GROUP LTD$47.6K1
401Signature Equity Partners, LLC$43.2K1
402Jackson, Grant Investment Advisers, Inc.$37.2K1
403JPL Wealth Management, LLC$34.6K1
404Smartleaf Asset Management LLC$33.8K1
405FINANCIAL CONSULATE, INC$29.3K1
406MCGUIRE CAPITAL ADVISORS INC$28.8K1
407NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$28.6K1
408Truvestments Capital LLC$21.9K1
409Geneos Wealth Management Inc.$18.8K1
410Pacifica Partners Inc.$15.1K1
411Elevated Capital Advisors, LLC$13.2K1
412Bell Investment Advisors, Inc$12.5K1
413Parkside Financial Bank & Trust$11.5K1
414Acumen Wealth Advisors, LLC$10.2K1
415CVA Family Office, LLC$10.2K1
416Stone House Investment Management, LLC$9.5K1
417CANADA LIFE ASSURANCE Co$8.7K1
418Cassaday & Co Wealth Management LLC$8.6K1
419ASSETMARK, INC$8.5K1
420Spire Wealth Management$7.8K1
421Vestcor Inc$6.9K1
422New England Capital Financial Advisors LLC$5.7K1
423N.E.W. Advisory Services LLC$5.6K1
424Private Wealth Management Group, LLC$5.3K1
425JFS WEALTH ADVISORS, LLC$5.1K1
426Claret Asset Management Corp$5.1K1
427SHP Wealth Management$4.2K1
428QUADRANT CAPITAL GROUP LLC$4.1K1
429Physician Wealth Advisors, Inc.$4.0K1
430VISION FINANCIAL MARKETS LLC$3.0K1
431Caitong International Asset Management Co., Ltd$3.0K1
432MB, LEVIS & ASSOCIATES, LLC$3.0K1
433Rialto Wealth Management, LLC$2.9K1
434Addison Advisors LLC$2.6K1
435Dogwood Wealth Management LLC$2.4K1
436Kilter Group LLC$2.2K1
437MCF Advisors LLC$2.0K1
438Crewe Advisors LLC$1.9K1
439COUNTRY TRUST BANK$1.5K1
440Prestige Wealth Management Group LLC$1.5K1
441DiNuzzo Private Wealth, Inc.$1.4K1
442Marquette Asset Management, LLC$1.4K1
443SJS Investment Consulting Inc.$1.4K1
444Investors Research Corp$1.3K1
445THRIVENT FINANCIAL FOR LUTHERANS$1.1K1
446Vermillion Wealth Management, Inc.$1.1K1
447Aviso Financial Inc.$9151
448State of Alaska, Department of Revenue$8911
449Intentional Wealth Strategies, LLC$8451
450Summit Global Investments$8081
451CHASE INVESTMENT COUNSEL CORP$7831
452NATIXIS ADVISORS, LLC$7001
453HFM Investment Advisors, LLC$6571
454True Wealth Design, LLC$6391
455INGALLS & SNYDER LLC$6361
456KBC Group NV$6181
457ALGERT GLOBAL LLC$5401
458CENTRAL TRUST Co$5261
459Godfrey Financial Associates, Inc.$3571
460Fort Vancouver Investment Management, LLC$3011
461Nvest Wealth Strategies, Inc.$2451
462PARK AVENUE SECURITIES LLC$2121
463GHP Investment Advisors, Inc.$2071
464Virtu Financial LLC$2071
465Rachor Investment Advisory Services, LLC$2071
466TopTier Wealth Management, LLC$2061
467Employees Retirement System of Texas$1661
4683 FACTOR INDEXING, LLC$1321
469Quaker Wealth Management, LLC$571
470Avion Wealth$31
471Vinland Capital Management Gestora de Recursos LTDA.$01
472VANGUARD GROUP INC$01
473GLENMEDE TRUST CO NA$01
474HARBOUR INVESTMENTS, INC.$01
475COMERICA BANK$01
476CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$01
477VIRGINIA RETIREMENT SYSTEMS ET Al$01
478CIBC WORLD MARKETS CORP$01
479SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$01
480FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$01
481CIBC Private Wealth Group LLC$01
482CoreCommodity Management, LLC$01
483GSA CAPITAL PARTNERS LLP$01
484NORGES BANK$01
485PRELUDE CAPITAL MANAGEMENT, LLC$01
486Laurion Capital Management LP$01
487OXFORD ASSET MANAGEMENT LLP$01
488Verition Fund Management LLC$01
489HRT FINANCIAL LP$01
490TWO SIGMA ADVISERS, LP$01
491TD Capital Management LLC$01
492Lombard Odier Asset Management (USA) Corp$01
493FOX RUN MANAGEMENT, L.L.C.$01
494MIRABELLA FINANCIAL SERVICES LLP$01
495Private Advisor Group, LLC$01
496HITE Hedge Asset Management LLC$01
497Arax Advisory Partners$01
498MYDA Advisors LLC$01
499Penserra Capital Management LLC$01
500MARK SHEPTOFF FINANCIAL PLANNING, LLC$01
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 CDE

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for CDE · financials and macro

Financials — as filed PLANNED

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