Public record / Tickers / CDW

CDW — CDW Corp

Both disclosure regimes on one name: who in Congress filed about CDW, 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
31
all PTR rows naming CDW
Members · 12m
2
1 buys · 7 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 13:21 UTCno price data — a disclosure record, not a chart

Bradley Scott Schneider · $100K–$250K

Sale · traded 2019-03-11 → filed 2019-04-06. Ranked over every CDW row by the provable lower bound, never a point estimate.

2 members · 1 buys / 7 sells

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

3 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

12 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. 12 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CDW · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CDW
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-10Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 08-19 +22d$1K–$15K
2026-06-05April McClain Delaney D–MD-6Sale · DC (dependent-child-owned)Traded 05-19 +17d$1K–$15K
2026-06-05April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 05-18 +18d$1K–$15K
2026-06-05April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 05-15 +21d$1K–$15K
2026-06-05April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 05-14 +22d$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 31 ↗

Members active in CDW

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing CDW 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.
April McClain Delaney D–MD-67−$105K to −$7.0K2
Gilbert Ray Cisneros, Jr. D–CA-311$1.0K to $15.0K2

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

Congress ↔ notable managers · CDW

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

Congress · last 90 days

Buyers
1 Gilbert Ray Cisneros, Jr. D–CA-31 $1K–$15K
Sellers
0

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

Notable managers · quarter ended 2026-03-31

Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · CDW CORP

Merged timeline of congressional filings and notable-manager moves on CDW
DateWhoChangeSize
2026-09-10Gilbert Ray Cisneros, Jr. CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+18,968 sh
2026-05-15Bridgewater Associates 13Fnew+27,844 sh
2026-05-14Caxton Associates 13Fnew+2,291 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

full holders view ↗
Top institutional holders of CDW for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.8B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.0B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$990M1
4STATE STREET CORP$694M1
5HARRIS ASSOCIATES L P$651M1
6Boston Partners$476M1
7GEODE CAPITAL MANAGEMENT, LLC$459M1
8MORGAN STANLEY$363M1
9Invesco Ltd.$322M1
10Allspring Global Investments Holdings, LLC$308M1
11Longview Partners (Guernsey) LTD$279M1
12Janus Henderson Group Ltd.$257M1
13HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$245M1
14VICTORY CAPITAL MANAGEMENT INC$242M1
15CITADEL ADVISORS LLC$190M1
16FIDUCIARY MANAGEMENT INC /WI/$175M1
17FIL Ltd$173M1
18UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$159M1
19FMR LLC$157M1
20BANK OF AMERICA CORP /DE/$152M1
21NORTHERN TRUST CORP$152M1
22DIMENSIONAL FUND ADVISORS LP$149M1
23Select Equity Group, L.P.$145M1
24AQR CAPITAL MANAGEMENT LLC$138M1
25PZENA INVESTMENT MANAGEMENT LLC$135M1
26Madison Asset Management, LLC$134M1
27Mawer Investment Management Ltd.$127M1
28TWO SIGMA INVESTMENTS, LP$123M1
29FENIMORE ASSET MANAGEMENT INC$108M1
30CHARLES SCHWAB INVESTMENT MANAGEMENT INC$108M1
31Legal & General Group Plc$106M1
32DEUTSCHE BANK AG\$105M1
33Mondrian Investment Partners LTD$94.3M1
34HSBC HOLDINGS PLC$94.0M1
35MASSACHUSETTS FINANCIAL SERVICES CO /MA/$91.0M1
36VANGUARD FIDUCIARY TRUST CO$88.8M1
37Qube Research & Technologies Ltd$77.9M1
38Alyeska Investment Group, L.P.$75.6M1
39Bank of New York Mellon Corp$73.4M1
40ROYAL BANK OF CANADA$71.2M1
41AMERICAN CENTURY COMPANIES INC$67.5M1
42Amundi$64.1M1
43VOLORIDGE INVESTMENT MANAGEMENT, LLC$63.6M1
44RENAISSANCE TECHNOLOGIES LLC$63.3M1
45WELLS FARGO & COMPANY/MN$57.8M1
46D. E. Shaw & Co., Inc.$55.4M1
47WELLINGTON MANAGEMENT GROUP LLP$53.3M1
48Swedbank AB$52.2M1
49L1 Capital International Pty Ltd$49.7M1
50NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$48.7M1
51RAYMOND JAMES FINANCIAL INC$48.3M1
52ENVESTNET ASSET MANAGEMENT INC$48.0M1
53UBS Group AG$47.3M1
54Swiss National Bank$46.2M1
55ALLIANCEBERNSTEIN L.P.$46.2M1
56Nuveen, LLC$40.8M1
57Findlay Park Partners LLP$40.7M1
58Sumitomo Mitsui Trust Group, Inc.$38.9M1
59Mitsubishi UFJ Asset Management Co., Ltd.$36.1M1
60Quantinno Capital Management LP$36.1M1
61BARCLAYS PLC$35.0M1
62Artisan Partners Limited Partnership$34.5M1
63Vanguard Global Advisers, LLC$34.5M1
64Sunriver Management LLC$32.5M1
65VANGUARD ASSET MANAGEMENT, Ltd$31.5M1
66SEI INVESTMENTS CO$31.1M1
67ROYAL LONDON ASSET MANAGEMENT LTD$30.8M1
68CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$30.8M1
69LAKEWOOD CAPITAL MANAGEMENT, LP$30.4M1
70FIRST TRUST ADVISORS LP$30.2M1
71Local Pensions Partnership Investment Ltd$30.2M1
72Blue Grotto Capital, LLC$27.8M1
73Assenagon Asset Management S.A.$26.7M1
74JANE STREET GROUP, LLC$25.3M1
75BAMCO INC /NY/$24.5M1
76Allianz Asset Management GmbH$22.4M1
77AMERIPRISE FINANCIAL INC$21.6M1
78ATWOOD & PALMER INC$19.3M1
79PRINCIPAL FINANCIAL GROUP INC$19.2M1
80PFA Pension, Forsikringsaktieselskab$19.1M1
81WEDGEWOOD PARTNERS INC$17.5M1
82CITIGROUP INC$17.4M1
83STIFEL FINANCIAL CORP$16.5M1
84APG Asset Management N.V.$15.9M1
85Aberdeen Group plc$15.8M1
86Broad Run Investment Management, LLC$15.1M1
87CONGRESS ASSET MANAGEMENT CO$15.1M1
88MANUFACTURERS LIFE INSURANCE COMPANY, THE$14.6M1
89STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$14.4M1
90BALYASNY ASSET MANAGEMENT L.P.$14.1M1
91Distillate Capital Partners LLC$13.7M1
92Corient Private Wealth LLC$13.2M1
93AVIVA PLC$13.1M1
94Squarepoint Ops LLC$13.0M1
95Universal- Beteiligungs- und Servicegesellschaft mbH$12.6M1
96BAHL & GAYNOR INC$12.3M1
97HM PAYSON & CO$12.1M1
98NICHOLAS COMPANY, INC.$12.0M1
99NATIONAL BANK OF CANADA /FI/$11.5M1
100BANK OF MONTREAL /CAN/$11.5M1
101PRUDENTIAL FINANCIAL INC$11.4M1
102Kepler Cheuvreux (Suisse) SA$10.9M1
103Empowered Funds, LLC$10.8M1
104Gotham Asset Management, LLC$10.5M1
105Crossmark Global Holdings, Inc.$10.1M1
106Baird Financial Group, Inc.$10.1M1
107Crawford Fund Management, LLC$10.0M1
108BLI - Banque de Luxembourg Investments$9.7M1
109Holocene Advisors, LP$9.7M1
110ProShare Advisors LLC$9.6M1
111DANSKE BANK A/S$9.4M1
112KLP KAPITALFORVALTNING AS$9.3M1
113NEW YORK STATE COMMON RETIREMENT FUND$9.2M1
114GATEWAY INVESTMENT ADVISERS LLC$8.8M1
115ADAGE CAPITAL PARTNERS GP, L.L.C.$8.6M1
116Cardinal Capital Management, Inc.$8.5M1
117CABOT WEALTH MANAGEMENT INC$8.5M1
118STATE OF WISCONSIN INVESTMENT BOARD$8.4M1
119Pictet Asset Management Holding SA$8.3M1
120WORLDQUANT MILLENNIUM ADVISORS LLC$8.3M1
121Mitsubishi UFJ Trust & Banking Corp$8.2M1
122Walleye Capital LLC$8.2M1
123Mediolanum International Funds Ltd$8.1M1
124Vanguard Investments Australia, Ltd.$7.9M1
125Chevy Chase Trust Holdings, LLC$7.9M1
126Korea Investment CORP$7.9M1
127TD ASSET MANAGEMENT INC$7.8M1
128TEACHER RETIREMENT SYSTEM OF TEXAS$7.3M1
129Asset Management One Co., Ltd.$7.1M1
130Tredje AP-fonden$6.6M1
131TORONTO DOMINION BANK$6.3M1
132BNP Paribas Asset Management Holding S.A.$6.0M1
133Unison Asset Management LLC$6.0M1
134Insight Wealth Strategies, LLC$5.8M1
135B. Metzler seel. Sohn & Co. AG$5.8M1
136Berger Financial Group, Inc$5.7M1
137NOMURA ASSET MANAGEMENT CO LTD$5.6M1
138Beacon Pointe Advisors, LLC$5.5M1
139State of New Jersey Common Pension Fund D$5.3M1
140Monte Financial Group, LLC$5.2M1
141Resona Asset Management Co.,Ltd.$5.0M1
142ASR Vermogensbeheer N.V.$5.0M1
143FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$4.9M1
144HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$4.9M1
145CIBC Bancorp USA Inc.$4.7M1
146CREDIT AGRICOLE S A$4.6M1
147PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$4.6M1
148LPL Financial LLC$4.5M1
149Mariner, LLC$4.4M1
150WEITZ INVESTMENT MANAGEMENT, INC.$4.4M1
151Illinois Municipal Retirement Fund$4.4M1
152Czech National Bank$4.3M1
153Arizona State Retirement System$4.3M1
154STATE OF MICHIGAN RETIREMENT SYSTEM$4.1M1
155Man Group plc$4.0M1
156MILLENNIUM MANAGEMENT LLC$4.0M1
157XTX Topco Ltd$3.9M1
158SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.9M1
159Zurcher Kantonalbank (Zurich Cantonalbank)$3.8M1
160CIBC Asset Management Inc$3.8M1
161Nordwand Advisors, LLC$3.7M1
162MetLife Investment Management, LLC$3.7M1
163Rafferty Asset Management, LLC$3.7M1
164COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.7M1
165UniSuper Management Pty Ltd$3.6M1
166Cerity Partners LLC$3.6M1
167FIFTH THIRD BANCORP$3.6M1
168Swiss Life Asset Management Ltd$3.6M1
169OPPENHEIMER ASSET MANAGEMENT INC.$3.5M1
170OSAIC HOLDINGS, INC.$3.5M1
171DnB Asset Management AS$3.4M1
172Bridgewater Associates, LP$3.4M1
173Retirement Systems of Alabama$3.3M1
174National Pension Service$3.3M1
175IFM Investors Pty Ltd$3.3M1
176FRANKLIN RESOURCES INC$3.3M1
177SEB Asset Management AB$3.3M1
178Kendall Capital Management$3.3M1
179Daiwa Securities Group Inc.$3.2M1
180Bell Asset Management Ltd$3.2M1
181SHAYNE & JACOBS, LLC$3.2M1
182VOYA INVESTMENT MANAGEMENT LLC$3.1M1
183Mirae Asset Global Investments Co., Ltd.$3.1M1
184Woodline Partners LP$3.1M1
185Tidal Investments LLC$3.1M1
186XPONANCE LLC$3.1M1
187Triad Investment Management$3.1M1
188HOHIMER WEALTH MANAGEMENT, LLC$3.1M1
189Graphene Investments SAS$3.1M1
190ASSETMARK, INC$3.0M1
191Creative Planning$3.0M1
192USS Investment Management Ltd$3.0M1
193Grantham, Mayo, Van Otterloo & Co. LLC$2.9M1
194Rockefeller Capital Management L.P.$2.9M1
195OMERS ADMINISTRATION Corp$2.8M1
196PUBLIC SECTOR PENSION INVESTMENT BOARD$2.8M1
197BARTLETT & CO. WEALTH MANAGEMENT LLC$2.8M1
198HighTower Advisors, LLC$2.6M1
199Summit Trail Advisors, LLC$2.6M1
200Utah Retirement Systems$2.6M1
201BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2.6M1
202NATIXIS$2.5M1
203Savant Capital, LLC$2.5M1
204Delta Global Management LP$2.5M1
205MERCER GLOBAL ADVISORS INC /ADV$2.5M1
206COMMERCE BANK$2.4M1
207Sawyer & Company, Inc$2.4M1
208Focus Partners Wealth$2.4M1
209Point72 Asset Management, L.P.$2.3M1
210NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.3M1
211DIVERSIFIED MANAGEMENT INC$2.3M1
212Rakuten Investment Management, Inc.$2.3M1
213MANNING & NAPIER ADVISORS LLC$2.3M1
214NEOS Investment Management LLC$2.3M1
215Robeco Institutional Asset Management B.V.$2.2M1
216CLARK ESTATES INC/NY$2.2M1
217BANK OF NOVA SCOTIA$2.2M1
218MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.2M1
219BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.2M1
220NISSAY ASSET MANAGEMENT CORP /JAPAN$2.1M1
221YOUSIF CAPITAL MANAGEMENT, LLC$2.1M1
222Knollwood Investment Advisory, LLC$2.1M1
223Sumitomo Mitsui DS Asset Management Company, Ltd$2.1M1
224KR Capital LP$2.0M1
225ING GROEP NV$2.0M1
226Elo Mutual Pension Insurance Co$2.0M1
227MACKENZIE FINANCIAL CORP$2.0M1
228Atria Investments, Inc$2.0M1
229TRUIST FINANCIAL CORP$1.9M1
230MONTAG A & ASSOCIATES INC$1.9M1
231MEEDER ASSET MANAGEMENT INC$1.9M1
232WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.9M1
233M&T BANK CORP$1.9M1
234OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.8M1
235FEDERATED HERMES, INC.$1.7M1
236MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.7M1
237US BANCORP \DE\$1.7M1
238CWM, LLC$1.7M1
239NORDEA INVESTMENT MANAGEMENT AB$1.6M1
240PEAK6 LLC$1.6M1
241O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.6M1
242SummitTX Capital, L.P.$1.6M1
243OP Asset Management Ltd$1.6M1
244Advisors Asset Management, Inc.$1.5M1
245Cetera Investment Advisers$1.5M1
246Southeast Asset Advisors, LLC$1.5M1
247Pathstone Holdings, LLC$1.5M1
248Ensign Peak Advisors, Inc$1.5M1
249MML INVESTORS SERVICES, LLC$1.4M1
250Board of the Pension Protection Fund$1.4M1
251NewEdge Advisors, LLC$1.4M1
252ICON ADVISERS INC/CO$1.4M1
253ADVISORY RESEARCH INC$1.4M1
254MACQUARIE GROUP LTD$1.4M1
255Eurizon Capital SGR S.p.A.$1.4M1
256Vest Financial, LLC$1.4M1
257Private Advisor Group, LLC$1.4M1
258Evercore Wealth Management, LLC$1.3M1
259Pine Valley Investments Ltd Liability Co$1.3M1
260OPPENHEIMER & CO INC$1.3M1
261LAZARD ASSET MANAGEMENT LLC$1.3M1
262DIVERSIFY WEALTH MANAGEMENT, LLC$1.2M1
26344 WEALTH MANAGEMENT LLC$1.2M1
264&PARTNERS$1.2M1
265Hixon Zuercher, LLC$1.2M1
266RBF Capital, LLC$1.2M1
267One Wealth Advisors, LLC$1.2M1
268Headlands Technologies LLC$1.2M1
269Avanza Fonder AB$1.2M1
270J. Safra Sarasin Holding AG$1.2M1
271Investment Management Corp of Ontario$1.1M1
272Ridgewood Investments LLC$1.1M1
273Sanctuary Advisors, LLC$1.1M1
274Vanguard Personalized Indexing Management, LLC$1.0M1
275Magnetar Financial LLC$1.0M1
276Norinchukin Bank, The$1.0M1
277Hillsdale Investment Management Inc.$974K1
278Kestra Advisory Services, LLC$958K1
279MIZUHO SECURITIES USA LLC$953K1
280Henshaw Capital LLC$939K1
281AIGEN INVESTMENT MANAGEMENT, LP$938K1
282HARTFORD INVESTMENT MANAGEMENT CO$900K1
283RiverPark Advisors, LLC$884K1
284FORA Capital, LLC$882K1
285ROMANO BROTHERS AND COMPANY$867K1
286Engineers Gate Manager LP$852K1
287Morningstar Investment Management LLC$844K1
288Chicago Partners Investment Group LLC$840K1
289Twin Tree Management, LP$824K1
290Maryland State Retirement & Pension System$789K1
291HB Wealth Management, LLC$781K1
292Compass Ion Advisors, LLC$764K1
293Pinnacle Financial Partners, Inc.$758K1
294Orion Porfolio Solutions, LLC$755K1
295Town & Country Bank & Trust CO dba First Bankers Trust CO$755K1
296Federation des caisses Desjardins du Quebec$743K1
297denkapparat Operations GmbH$738K1
298TWIN CAPITAL MANAGEMENT INC$728K1
299COMMONWEALTH EQUITY SERVICES, LLC$720K1
300SCHRODER INVESTMENT MANAGEMENT GROUP$708K1
301NOMURA HOLDINGS INC$703K1
302OSSIAM$701K1
303Laird Norton Wetherby Trust Company, LLC$667K1
304SBI Okasan Asset Management Co.Ltd.$652K1
305Ballentine Partners, LLC$648K1
306MUFG Securities EMEA plc$646K1
307Union Bancaire Privee, UBP SA$637K1
308ISLAY CAPITAL MANAGEMENT, LLC$631K1
309GLENMEDE TRUST CO NA$625K1
310Argos Wealth Advisors, LLC$616K1
311STOREBRAND ASSET MANAGEMENT AS$611K1
312Tower Research Capital LLC (TRC)$607K1
313PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$605K1
314Riverwater Partners LLC$603K1
315Lombard Odier Asset Management (USA) Corp$599K1
316TOKIO MARINE ASSET MANAGEMENT CO LTD$590K1
317Lido Advisors, LLC$590K1
318Saudi Central Bank$582K1
319EXCHANGE TRADED CONCEPTS, LLC$581K1
320TT International Asset Management LTD$570K1
321TOTH FINANCIAL ADVISORY CORP$563K1
322UNITED CAPITAL FINANCIAL ADVISORS, LLC$552K1
323Ethic Inc.$547K1
324LECAP ASSET MANAGEMENT LTD$543K1
325Empirical Finance, LLC$534K1
326Jain Global LLC$533K1
327Vontobel Holding Ltd.$532K1
328Resonant Capital Advisors, LLC$531K1
329Merit Financial Group, LLC$526K1
330ABN AMRO INVESTMENT SOLUTIONS$523K1
331Osmosis Investment Management UK Ltd$521K1
332ALPS ADVISORS INC$516K1
333LMR Partners LLP$514K1
334Arax Advisory Partners$513K1
335Sterling Capital Management LLC$512K1
336Connor, Clark & Lunn Investment Management Ltd.$510K1
337Cresset Asset Management, LLC$504K1
338NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$504K1
339Avantra Family Wealth, Inc.$500K1
340EP Wealth Advisors, LLC$500K1
341Fieldview Capital Management, LLC$473K1
342Snowden Capital Advisors LLC$469K1
343Machina Capital S.A.S.$469K1
344North Dakota State Investment Board$465K1
345WEALTH ALLIANCE, LLC$460K1
346WINTON GROUP Ltd$455K1
347Waverly Advisors, LLC$454K1
348Baker Avenue Asset Management, LP$451K1
349Wealthcare Advisory Partners LLC$451K1
350ELEVATION POINT WEALTH PARTNERS, LLC$451K1
351Metis Global Partners, LLC$449K1
352Salvus Wealth Management, LLC$449K1
353REGIONS FINANCIAL CORP$449K1
354Jacobi Capital Management LLC$446K1
355EVOLVE PRIVATE WEALTH, LLC$443K1
356E. Ohman J:or Asset Management AB$443K1
357State of Wyoming$442K1
358MUFG SECURITIES AMERICAS INC.$436K1
359Watershed Asset Management, L.L.C.$433K1
360Vident Advisory, LLC$430K1
361SECURIAN ASSET MANAGEMENT, INC$427K1
362E Fund Management Co., Ltd.$426K1
363Wealthfront Advisers LLC$415K1
364MATHER GROUP, LLC.$414K1
365Abacus Planning Group, Inc.$413K1
366Inscription Capital, LLC$413K1
367GUGGENHEIM CAPITAL LLC$411K1
368WCM INVESTMENT MANAGEMENT, LLC$410K1
369Stratos Wealth Partners, LTD.$406K1
370Procyon Advisors, LLC$403K1
371Gallacher Capital Management LLC$399K1
372FIDUCIARY TRUST CO$396K1
373Benin Management CORP$393K1
374KESTRA PRIVATE WEALTH SERVICES, LLC$378K1
375BLAIR WILLIAM & CO/IL$371K1
376Meiji Yasuda Asset Management Co Ltd.$370K1
377LEVEL FOUR ADVISORY SERVICES, LLC$369K1
378Sepio Capital, LP$368K1
379Pullen Investment Management, LLC$367K1
380Douglass Winthrop Advisors, LLC$362K1
381Lansforsakringar Fondforvaltning AB (publ)$359K1
382DAYMARK WEALTH PARTNERS, LLC$349K1
383Banque Cantonale Vaudoise$347K1
384Gibbs Wealth Management$347K1
385Dai-ichi Life Insurance Company, Ltd$344K1
386Vinva Investment Management Ltd$342K1
387Kera Capital Partners, Inc.$340K1
388MAI Capital Management$332K1
389INSIGNEO ADVISORY SERVICES, LLC$329K1
390CANADA PENSION PLAN INVESTMENT BOARD$328K1
391Steward Partners Investment Advisory, LLC$327K1
392RICE HALL JAMES & ASSOCIATES, LLC$327K1
393Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$326K1
394STUDIO INVESTMENT MANAGEMENT LLC$322K1
395Sequoia Financial Advisors, LLC$321K1
396PRUDENTIAL PLC$321K1
397Centric Wealth Management$321K1
398Portside Wealth Group, LLC$315K1
399Brevan Howard Capital Management LP$306K1
400CHOREO, LLC$300K1
401D.A. DAVIDSON & CO.$298K1
402INTECH INVESTMENT MANAGEMENT LLC$296K1
403Laraway Financial Advisors Inc$296K1
404Cedar Point Capital Partners, LLC$289K1
405Aaron Wealth Advisors LLC$283K1
406Alliance Wealth Advisors, LLC /UT$283K1
407CAXTON ASSOCIATES LLP$277K1
408NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$277K1
409GTS SECURITIES LLC$273K1
410Fullerton Fund Management Co Ltd.$271K1
411Applied Finance Capital Management, LLC$270K1
412Camelot Portfolios, LLC$270K1
413TEMA ETFS LLC$269K1
414Callan Family Office, LLC$268K1
415AlphaCore Capital LLC$265K1
416STEPHENS INC /AR/$263K1
417QRG CAPITAL MANAGEMENT, INC.$261K1
418Forthright Family Wealth Advisory LLC$261K1
419FIRST CITIZENS BANK & TRUST CO$259K1
420Kathmere Capital Management, LLC$258K1
421ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$257K1
422World Investment Advisors$254K1
423Proficio Capital Partners LLC$253K1
424NISA INVESTMENT ADVISORS, LLC$250K1
425MQS Management LLC$250K1
426CIBC WORLD MARKET INC.$248K1
427Acropolis Investment Management, LLC$248K1
428DAVENPORT & Co LLC$248K1
429FLORIDA FINANCIAL ADVISORS, LLC$245K1
430Wealthspire Advisors, LLC$244K1
431CITIZENS FINANCIAL GROUP INC/RI$242K1
432WOLVERINE ASSET MANAGEMENT LLC$241K1
433UMB Bank, n.a.$238K1
434BAKER TILLY WEALTH MANAGEMENT, LLC$233K1
435JOHNSON INVESTMENT COUNSEL INC$230K1
436Envestnet Portfolio Solutions, Inc.$227K1
437Storgate, LLC$226K1
438Siemens Fonds Invest GmbH$225K1
439VestGen Advisors, LLC$222K1
440HUB Investment Partners, LLC$216K1
441Glenview Trust Co$214K1
442Optas, LLC$212K1
443FLPUTNAM INVESTMENT MANAGEMENT CO$211K1
444NewEdge Wealth, LLC$208K1
445GROUPAMA ASSET MANAGMENT$207K1
446CenterBook Partners LP$207K1
447OSLO PENSJONSFORSIKRING AS$205K1
448QUADRANT CAPITAL GROUP LLC$189K1
449Allworth Financial LP$178K1
450Geneos Wealth Management Inc.$175K1
451BARD ASSOCIATES INC$172K1
452Livforsakringsbolaget Skandia, Omsesidigt$164K1
453Clearstead Advisors, LLC$162K1
454SIGNATUREFD, LLC$158K1
455New Age Alpha Advisors, LLC$149K1
456Ameritas Investment Partners, Inc.$145K1
457Quarry LP$144K1
458Blue Trust, Inc.$125K1
459STEPH & CO$122K1
460ARCADIA INVESTMENT MANAGEMENT CORP/MI$121K1
461Caldwell Trust Co$120K1
462Smartleaf Asset Management LLC$118K1
463PFS Partners, LLC$102K1
464Deseret Mutual Benefit Administrators$101K1
465Ancora Advisors LLC$100K1
466NATIXIS ADVISORS, LLC$91.6K1
467Prestige Wealth Management Group LLC$90.8K1
468RMG Wealth Management LLC$86.0K1
469Bayforest Capital Ltd$85.4K1
470Aster Capital Management (DIFC) Ltd$72.9K1
471Cache Advisors, LLC$64.3K1
472Transamerica Financial Advisors, LLC$63.5K1
473CENTRAL TRUST Co$61.7K1
474Avalon Trust Co$59.3K1
475Larson Financial Group LLC$58.4K1
476JFS WEALTH ADVISORS, LLC$55.2K1
477Global X Japan Co., Ltd.$54.2K1
478Clearstead Trust, LLC$52.6K1
479PRIVATE TRUST CO NA$51.9K1
480Pinnacle Wealth Planning Services, Inc.$47.8K1
481CYBER HORNET ETFs LLC$43.6K1
482Johnson Financial Group, Inc.$43.6K1
483Spire Wealth Management$38.0K1
484SIMPLEX TRADING, LLC$37.3K1
485Quest 10 Wealth Builders, Inc.$36.5K1
486WESTPAC BANKING CORP$36.4K1
487MCF Advisors LLC$35.5K1
488Cromwell Holdings LLC$35.1K1
489Opal Wealth Advisors, LLC$32.3K1
490True Wealth Design, LLC$32.1K1
491THOMPSON SIEGEL & WALMSLEY LLC$30.5K1
492Salomon & Ludwin, LLC$29.3K1
493TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$28.1K1
494Glen Eagle Advisors, LLC$24.2K1
495STANCE CAPITAL LLC$24.2K1
496SJS Investment Consulting Inc.$22.1K1
497Wilmington Savings Fund Society, FSB$22.0K1
498Parkside Financial Bank & Trust$21.9K1
499Walleye Trading LLC$21.4K1
500Pinnacle Bancorp, Inc.$21.4K1
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 / 7 sell
Congress net ($ bound)−$104K to $8.0K
Filers net (actions)not in build
Filers net ($ 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 CDW

RETAINED WINDOW · ACTIVE HITS
Signal hits naming CDW
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 against1 hit

Every rule, with its definition →

Planned modules for CDW · financials and macro

Financials — as filed PLANNED

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