Public record / Tickers / CG

CG — Carlyle Group Inc.

Both disclosure regimes on one name: who in Congress filed about CG, 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
15
all PTR rows naming CG
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
06-22
filed 2025-06-22
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

John Hoeven · $100K–$250K

Purchase · traded 2013-04-29 → filed 2014-05-08. Ranked over every CG row by the provable lower bound, never a point estimate.

No member disclosed CG 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.

2 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

4 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. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CG · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CG
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-06-22Jefferson Shreve R–IN-6SaleTraded 05-12 +41d$50K–$100K
2025-05-08Jefferson Shreve R–IN-6Sale · partial (partial sale)Traded 04-17 +21d$15K–$50K
2025-05-08Jefferson Shreve R–IN-6PurchaseTraded 04-07 +31d$50K–$100K
2025-04-11Jefferson Shreve R–IN-6SaleTraded 03-05 +37d$15K–$50K
2023-02-09Shri Thanedar D–MI-13SaleTraded 01-23 +17d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 15 ↗

Members active in CG

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

No member disclosed CG in the trailing 12 months.

Congress ↔ notable managers · CG

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

Adding
1 Soros Fund Management $11.9M held
Trimming
0 $0 held

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

Merged timeline of congressional filings and notable-manager moves on CG
DateWhoChangeSize
2026-05-15Soros Fund Management 13Fnew+244,985 sh

1 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 CG for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.5B1
2Capital World Investors$863M1
3HARRIS ASSOCIATES L P$802M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$572M1
5VANGUARD CAPITAL MANAGEMENT LLC$551M1
6MORGAN STANLEY$492M1
7STATE STREET CORP$468M1
8MASSACHUSETTS FINANCIAL SERVICES CO /MA/$373M1
9MILLENNIUM MANAGEMENT LLC$329M1
10WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$305M1
11ALKEON CAPITAL MANAGEMENT LLC$288M1
12ARIEL INVESTMENTS, LLC$193M1
13FMR LLC$179M1
14Legal & General Group Plc$169M1
15DIMENSIONAL FUND ADVISORS LP$147M1
16UBS Group AG$140M1
17NORTHERN TRUST CORP$121M1
18VANGUARD FIDUCIARY TRUST CO$77.8M1
19UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$73.4M1
20BANK OF AMERICA CORP /DE/$64.8M1
21MARKEL GROUP INC.$64.2M1
22ALGEBRIS (UK) LTD$62.6M1
23Davis Asset Management, L.P.$54.7M1
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC$54.6M1
25Nuveen, LLC$46.4M1
26ROYAL BANK OF CANADA$42.8M1
27LPL Financial LLC$39.2M1
28DEUTSCHE BANK AG\$38.8M1
29Freestone Grove Partners LP$33.5M1
30PRIVATE MANAGEMENT GROUP INC$33.5M1
31Invesco Ltd.$32.8M1
32Amundi$31.8M1
33Prana Capital Management, LP$31.5M1
34PRINCIPAL FINANCIAL GROUP INC$28.0M1
35SIRIOS CAPITAL MANAGEMENT L P$26.2M1
36DEPRINCE RACE & ZOLLO INC$25.5M1
37Rockefeller Capital Management L.P.$23.5M1
38MANUFACTURERS LIFE INSURANCE COMPANY, THE$23.4M1
39Alyeska Investment Group, L.P.$23.3M1
40VANGUARD ASSET MANAGEMENT, Ltd$23.0M1
41CastleKnight Management LP$22.9M1
42ENVESTNET ASSET MANAGEMENT INC$22.8M1
43ASSETMARK, INC$22.5M1
44CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$22.5M1
45ALLIANCEBERNSTEIN L.P.$22.2M1
46RAYMOND JAMES FINANCIAL INC$19.3M1
47JANE STREET GROUP, LLC$19.2M1
48WELLS FARGO & COMPANY/MN$18.5M1
49Walleye Capital LLC$18.0M1
50Woodline Partners LP$17.0M1
51FRONTIER CAPITAL MANAGEMENT CO LLC$16.1M1
52Retirement Systems of Alabama$15.4M1
53Holocene Advisors, LP$15.4M1
54Sargent Investment Group, LLC$14.7M1
55BARCLAYS PLC$14.3M1
56Cerity Partners LLC$13.8M1
57AQR CAPITAL MANAGEMENT LLC$13.6M1
58BANK OF MONTREAL /CAN/$12.5M1
59VICTORY CAPITAL MANAGEMENT INC$12.1M1
60SOROS FUND MANAGEMENT LLC$11.9M1
61Mitsubishi UFJ Asset Management Co., Ltd.$11.6M1
62BROWN ADVISORY INC$11.6M1
63DnB Asset Management AS$11.4M1
64Galvin, Gaustad & Stein, LLC$10.8M1
65HSBC HOLDINGS PLC$10.3M1
66MetLife Investment Management, LLC$10.1M1
67ROYAL LONDON ASSET MANAGEMENT LTD$10.0M1
68Point72 Asset Management, L.P.$9.8M1
69Gator Capital Management, LLC$9.3M1
70OPPENHEIMER & CO INC$9.2M1
71FIFTH THIRD BANCORP$8.8M1
72Aberdeen Group plc$8.8M1
73Schonfeld Strategic Advisors LLC$8.6M1
74CITIGROUP INC$8.0M1
75STIFEL FINANCIAL CORP$7.9M1
76Capital International, Inc./CA/$7.8M1
77LAZARD ASSET MANAGEMENT LLC$7.8M1
78BW Gestao de Investimentos Ltda.$7.7M1
79STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$7.6M1
80BAMCO INC /NY/$7.6M1
81NATIONAL BANK OF CANADA /FI/$7.6M1
82Cinctive Capital Management LP$7.5M1
83SEI INVESTMENTS CO$6.9M1
84FRANKLIN RESOURCES INC$6.7M1
85RENAISSANCE TECHNOLOGIES LLC$6.6M1
86Vanguard Global Advisers, LLC$6.2M1
87STATE OF WISCONSIN INVESTMENT BOARD$5.9M1
88NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5.9M1
89AMERICAN CENTURY COMPANIES INC$5.9M1
90NATIXIS$5.9M1
91Allianz Asset Management GmbH$5.8M1
92APG Asset Management N.V.$5.6M1
93Zurcher Kantonalbank (Zurich Cantonalbank)$5.5M1
94Texas Yale Capital Corp.$5.4M1
95Vanguard Investments Australia, Ltd.$5.2M1
96BANK OF NOVA SCOTIA$5.2M1
97Tredje AP-fonden$5.0M1
98XTX Topco Ltd$4.9M1
99STEPHENS INC /AR/$4.9M1
100CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$4.8M1
101MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.8M1
102Pictet Asset Management Holding SA$4.5M1
103TWINBEECH CAPITAL LP$4.5M1
104TD ASSET MANAGEMENT INC$4.5M1
105WINTON GROUP Ltd$4.5M1
106AVIVA PLC$4.4M1
107Asset Management One Co., Ltd.$4.4M1
108Universal- Beteiligungs- und Servicegesellschaft mbH$4.2M1
109Y-Intercept (Hong Kong) Ltd$4.0M1
110Chicago Partners Investment Group LLC$4.0M1
111State of New Jersey Common Pension Fund D$3.9M1
112Kerusso Capital Management LLC$3.9M1
113SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.9M1
114NOMURA ASSET MANAGEMENT CO LTD$3.9M1
115Cetera Investment Advisers$3.8M1
116YOUSIF CAPITAL MANAGEMENT, LLC$3.8M1
117OSAIC HOLDINGS, INC.$3.7M1
118one8zero8, LLC$3.6M1
119Polar Asset Management Partners Inc.$3.6M1
120FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$3.5M1
121Lansforsakringar Fondforvaltning AB (publ)$3.5M1
122HighTower Advisors, LLC$3.2M1
123Resona Asset Management Co.,Ltd.$3.2M1
124COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.1M1
125Stanley-Laman Group, Ltd.$3.1M1
126Arizona State Retirement System$3.1M1
127STATE OF MICHIGAN RETIREMENT SYSTEM$3.0M1
128Compagnie Lombard Odier SCmA$3.0M1
129NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.8M1
130TD Waterhouse Canada Inc.$2.8M1
131COMMONWEALTH EQUITY SERVICES, LLC$2.7M1
132Buckland Partners Management Co LLC$2.6M1
133Parallax Volatility Advisers, L.P.$2.6M1
134OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.6M1
135Coastal Bridge Advisors, LLC$2.6M1
136FIRST TRUST ADVISORS LP$2.6M1
137SEB Asset Management AB$2.4M1
138PRUDENTIAL FINANCIAL INC$2.4M1
139GFG Capital, LLC$2.4M1
140IFM Investors Pty Ltd$2.4M1
141Corient Private Wealth LLC$2.4M1
142Brevan Howard Capital Management LP$2.3M1
143Ameritas Investment Partners, Inc.$2.3M1
144XPONANCE LLC$2.2M1
145Gotham Asset Management, LLC$2.1M1
146Utah Retirement Systems$2.1M1
147Squarepoint Ops LLC$2.0M1
148TORONTO DOMINION BANK$2.0M1
149Lalia Capital, LLC$2.0M1
150OP Asset Management Ltd$2.0M1
151Eurizon Capital SGR S.p.A.$2.0M1
152MILLER VALUE PARTNERS, LLC$1.9M1
153LBP AM SA$1.9M1
154PEAK6 LLC$1.9M1
155Sanctuary Advisors, LLC$1.8M1
156Korea Investment CORP$1.8M1
157Bleakley Financial Group, LLC$1.8M1
158Illinois Municipal Retirement Fund$1.7M1
159Lighthouse Investment Partners, LLC$1.6M1
160BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.6M1
161New Age Alpha Advisors, LLC$1.5M1
162NISSAY ASSET MANAGEMENT CORP /JAPAN$1.5M1
163Diversified Trust Co$1.4M1
164BANQUE PICTET & CIE SA$1.4M1
165Vanguard Personalized Indexing Management, LLC$1.4M1
166WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.3M1
167Swedbank AB$1.3M1
168TRUIST FINANCIAL CORP$1.3M1
169Avanza Fonder AB$1.3M1
170Waterfront Wealth Inc.$1.3M1
171Hilltop Holdings Inc.$1.3M1
172&PARTNERS$1.2M1
173Creative Planning$1.2M1
174Advisors Asset Management, Inc.$1.2M1
175Onyx Bridge Wealth Group LLC$1.2M1
176Mariner, LLC$1.2M1
177Steward Partners Investment Advisory, LLC$1.2M1
178Swiss Life Asset Management Ltd$1.2M1
179Orion Porfolio Solutions, LLC$1.2M1
180MML INVESTORS SERVICES, LLC$1.2M1
181Sumitomo Mitsui DS Asset Management Company, Ltd$1.2M1
182Atria Investments, Inc$1.2M1
183Quantinno Capital Management LP$1.2M1
184KESTRA PRIVATE WEALTH SERVICES, LLC$1.2M1
185Apollon Wealth Management, LLC$1.1M1
186NewEdge Advisors, LLC$1.1M1
187GARRISON BRADFORD & ASSOCIATES INC$1.1M1
188D.A. DAVIDSON & CO.$1.1M1
189Zhang Financial LLC$1.1M1
190Janus Henderson Group Ltd.$1.0M1
191NORDEA INVESTMENT MANAGEMENT AB$1.0M1
192WELLINGTON MANAGEMENT GROUP LLP$1.0M1
193DAVENPORT & Co LLC$1.0M1
194DAYMARK WEALTH PARTNERS, LLC$1.0M1
195Daiwa Securities Group Inc.$996K1
196Osmosis Investment Management UK Ltd$959K1
197Carson Advisory Inc.$930K1
198SECURIAN ASSET MANAGEMENT, INC$926K1
199Ensign Peak Advisors, Inc$924K1
200VOYA INVESTMENT MANAGEMENT LLC$923K1
201SMH CAPITAL ADVISORS INC$911K1
202INTREPID CAPITAL MANAGEMENT INC$908K1
203SIH Partners, LLLP$900K1
204MACKENZIE FINANCIAL CORP$886K1
205Cordoba Advisory Partners LLC$884K1
206TOKIO MARINE ASSET MANAGEMENT CO LTD$882K1
207FEDERATED HERMES, INC.$870K1
208MOODY NATIONAL BANK TRUST DIVISION$857K1
209MERCER GLOBAL ADVISORS INC /ADV$850K1
210D. E. Shaw & Co., Inc.$848K1
211JOURNEY STRATEGIC WEALTH LLC$846K1
212Investment Management Corp of Ontario$814K1
213QRG CAPITAL MANAGEMENT, INC.$814K1
214Pathstone Holdings, LLC$807K1
215O'SHAUGHNESSY ASSET MANAGEMENT, LLC$799K1
216Winthrop Partners - WNY, LLC$792K1
217BALDWIN WEALTH PARTNERS LLC/MA$761K1
218BENJAMIN EDWARDS INC$750K1
219CWM, LLC$749K1
220Guinness Asset Management LTD$748K1
221Clearstead Advisors, LLC$740K1
222CIBC Asset Management Inc$739K1
223National Pension Service$738K1
224Empowered Funds, LLC$735K1
225Waverly Advisors, LLC$718K1
226Kestra Advisory Services, LLC$713K1
227BNP Paribas Asset Management Holding S.A.$690K1
228Havemeyer Place LP$689K1
229Stablepoint Partners, LLC$686K1
230HB Wealth Management, LLC$672K1
231Cresset Asset Management, LLC$669K1
232Maryland State Retirement & Pension System$653K1
233CREDIT AGRICOLE S A$645K1
234ASR Vermogensbeheer N.V.$643K1
235SCHRODER INVESTMENT MANAGEMENT GROUP$606K1
23644 WEALTH MANAGEMENT LLC$596K1
237Tower Research Capital LLC (TRC)$594K1
238FIRST MANHATTAN CO. LLC.$593K1
239BLAIR WILLIAM & CO/IL$592K1
240Polymer Capital Management (US) LLC$587K1
241Sterneck Capital Management, LLC$575K1
242CIBC Bancorp USA Inc.$572K1
243Brooklyn Investment Group$571K1
244CARRET ASSET MANAGEMENT, LLC$563K1
245US BANCORP \DE\$560K1
246Rakuten Investment Management, Inc.$545K1
247Everhart Financial Group, Inc.$539K1
248CAPSTONE INVESTMENT ADVISORS, LLC$539K1
249J.W. COLE ADVISORS, INC.$537K1
250Catalyst Capital Advisors LLC$532K1
251Moors & Cabot, Inc.$526K1
252TRITONPOINT WEALTH, LLC$509K1
253Siemens Fonds Invest GmbH$505K1
254ProShare Advisors LLC$504K1
255EVOLVE PRIVATE WEALTH, LLC$500K1
256Fort Sheridan Advisors LLC$498K1
257Federation des caisses Desjardins du Quebec$494K1
258TBH Global Asset Management, LLC$486K1
259Retirement Planning Co of New England, Inc.$480K1
260ADAGE CAPITAL PARTNERS GP, L.L.C.$479K1
261TWO SIGMA SECURITIES, LLC$463K1
262Vident Advisory, LLC$453K1
263Hennion & Walsh Asset Management, Inc.$452K1
264Fiduciary Group, LLC$443K1
265NewEdge Wealth, LLC$438K1
266GREENWOOD CAPITAL ASSOCIATES LLC$429K1
267Saudi Central Bank$420K1
268SHELTON CAPITAL MANAGEMENT$420K1
269E&G Advisors, LLC$416K1
270Cassaday & Co Wealth Management LLC$405K1
271Sequoia Financial Advisors, LLC$401K1
272Segment Wealth Management, LLC$397K1
273EdgeRock Capital LLC$389K1
274VestGen Advisors, LLC$379K1
275ABN AMRO INVESTMENT SOLUTIONS$377K1
276North Dakota State Investment Board$370K1
277Glenview Trust Co$346K1
278Principle Wealth Partners LLC$345K1
279Wedmont Private Capital$344K1
280FJ Capital Management LLC$341K1
281Merit Financial Group, LLC$340K1
282Three Magnolias Financial Advisors, LLC$339K1
283B. Riley Wealth Advisors, Inc.$337K1
284Keebeck Wealth Management$337K1
285PROMETHIUM ADVISORS,LLC$334K1
286Summit Financial, LLC$327K1
287Robertson Stephens Wealth Management, LLC$319K1
288MGO ONE SEVEN LLC$316K1
289Meiji Yasuda Asset Management Co Ltd.$315K1
290Triangle Securities Wealth Management$311K1
291Private Advisor Group, LLC$311K1
292PFG Investments, LLC$308K1
293B. Metzler seel. Sohn & Co. AG$308K1
294Kovack Advisors, Inc.$303K1
295EQUITABLE TRUST CO$302K1
296Pallas Capital Advisors LLC$297K1
297Comprehensive Money Management Services LLC$292K1
298MONETA GROUP INVESTMENT ADVISORS LLC$291K1
299Pictet North America Advisors SA$288K1
300Mirae Asset Global Investments Co., Ltd.$286K1
301Prentice Wealth Management LLC$284K1
302Visionary Wealth Advisors$283K1
303INDEPENDENT FINANCIAL GROUP, LLC$278K1
3041832 Asset Management L.P.$278K1
305Triad Wealth Partners, LLC$275K1
306Integrated Advisors Network LLC$272K1
307Sagewood Asset Management LP$271K1
308AE Wealth Management LLC$270K1
309Westbourne Investment Advisors, Inc.$266K1
310Gateway Wealth Partners, LLC$264K1
311PROFUND ADVISORS LLC$262K1
312SYM FINANCIAL Corp$260K1
313Whetstone Capital Advisors, LLC$257K1
314Alpine Global Management, LLC$256K1
315BFSG, LLC$255K1
316MISSION WEALTH MANAGEMENT, LP$248K1
317KRS Capital Management, LLC$248K1
318Leonteq Securities AG$243K1
319M&T BANK CORP$242K1
320Bank Julius Baer & Co. Ltd, Zurich$242K1
321Krilogy Financial LLC$241K1
322EntryPoint Capital, LLC$239K1
323Tranquility Partners, LLC$233K1
324Focus Partners Wealth$230K1
325Oasis Advisors, LLC$230K1
326Vise Technologies, Inc.$229K1
327Compound Planning, Inc.$229K1
328MACQUARIE GROUP LTD$227K1
329Dynamic Advisor Solutions LLC$227K1
330UNITED CAPITAL FINANCIAL ADVISORS, LLC$223K1
331Snowden Capital Advisors LLC$222K1
332DIVERSIFY WEALTH MANAGEMENT, LLC$221K1
333Flatrock Wealth Partners LLC$220K1
334STOREBRAND ASSET MANAGEMENT AS$219K1
335Herold Advisors, Inc.$218K1
336PMG Family Office LLC$217K1
337REGATTA CAPITAL GROUP, LLC$214K1
338Cornerstone Select Advisors, LLC$214K1
339COMMERCE BANK$213K1
340BARRETT & COMPANY, INC.$213K1
341Stamos Capital Partners, L.P.$212K1
342GLENMEDE TRUST CO NA$209K1
343Envestnet Portfolio Solutions, Inc.$207K1
344Investment Partners Asset Management, Inc.$206K1
345Bank Pictet & Cie (Europe) AG$206K1
346Larson Financial Group LLC$205K1
347ELEVATION POINT WEALTH PARTNERS, LLC$201K1
348Equitable Holdings, Inc.$201K1
349UMB Bank, n.a.$190K1
350Atlantic Union Bankshares Corp$178K1
351Stelac Advisory Services LLC$174K1
352HOERTKORN RICHARD CHARLES$169K1
353Towne Trust Company, N.A$145K1
354Spire Wealth Management$143K1
355Wilmington Savings Fund Society, FSB$136K1
356Tower View Wealth Management LLC$110K1
357Pinnacle Wealth Planning Services, Inc.$101K1
358OSSIAM$97.5K1
359TEMA ETFS LLC$97.5K1
360MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$83.1K1
361FIL Ltd$78.4K1
362Ramirez Asset Management, Inc.$67.7K1
363Gold Investment Management Ltd.$66.9K1
364Allworth Financial LP$64.5K1
365QUADRANT CAPITAL GROUP LLC$64.1K1
366Keating Financial Advisory Services, Inc.$60.6K1
367Smartleaf Asset Management LLC$60.1K1
368OSLO PENSJONSFORSIKRING AS$58.0K1
369GHP Investment Advisors, Inc.$57.4K1
370CVA Family Office, LLC$48.5K1
371MATHER GROUP, LLC.$48.4K1
372State of Wyoming$46.4K1
373BOK Financial Private Wealth, Inc.$42.7K1
374BARTLETT & CO. WEALTH MANAGEMENT LLC$40.5K1
375MAI Capital Management$39.0K1
376CENTRAL TRUST Co$29.0K1
377Deseret Mutual Benefit Administrators$28.3K1
378Intesa Sanpaolo Wealth Management$24.2K1
379Parkside Financial Bank & Trust$22.9K1
380Retirement Wealth Solutions LLC$19.5K1
381CANADA LIFE ASSURANCE Co$18.3K1
382Owl Creek Wealth Partners LLC$17.7K1
383NATIXIS ADVISORS, LLC$15.7K1
384ALBION FINANCIAL GROUP /UT$14.0K1
385EFG International AG$13.5K1
386Bell Investment Advisors, Inc$13.4K1
387CSM Advisors, LLC$13.3K1
388FINANCIAL CONSULATE, INC$13.2K1
389Clearstead Trust, LLC$12.1K1
390Darwin Wealth Management, LLC$11.8K1
391EDMOND DE ROTHSCHILD HOLDING S.A.$9.7K1
392Global X Japan Co., Ltd.$9.6K1
393JFS WEALTH ADVISORS, LLC$8.7K1
394JONES FINANCIAL COMPANIES LLLP$8.0K1
395SJS Investment Consulting Inc.$7.6K1
396THRIVENT FINANCIAL FOR LUTHERANS$7.2K1
397WINSLOW ASSET MANAGEMENT INC$7.0K1
398Hilton Head Capital Partners, LLC$6.7K1
399ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$6.5K1
400HRT FINANCIAL LP$6.3K1
401Transamerica Financial Advisors, LLC$5.9K1
402Blue Trust, Inc.$5.7K1
403AMALGAMATED BANK$5.7K1
404Treasurer of the State of North Carolina$5.4K1
405TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA$4.9K1
406Glen Eagle Advisors, LLC$4.8K1
407Clark Wealth Partners$4.7K1
408S&T BANK/PA$4.5K1
409BROWN, LISLE/CUMMINGS, INC.$3.3K1
410Key Capital Management, INC$2.8K1
411Signature Resources Capital Management, LLC$2.8K1
412Private Wealth Management Group, LLC$2.6K1
413Cromwell Holdings LLC$2.6K1
414KBC Group NV$2.5K1
415SouthState Bank Corp$2.4K1
416SHP Wealth Management$2.3K1
417Activest Wealth Management$2.3K1
418Bravera Wealth$2.3K1
419DiNuzzo Private Wealth, Inc.$2.2K1
420JPL Wealth Management, LLC$2.2K1
421DekaBank Deutsche Girozentrale$2.1K1
422Stone House Investment Management, LLC$2.0K1
423True Wealth Design, LLC$1.9K1
424JNBA Financial Advisors$1.7K1
425Annis Gardner Whiting Capital Advisors, LLC$1.7K1
426Benson Wealth Management INC$1.6K1
427AMICA MUTUAL INSURANCE CO$1.5K1
428WPG Advisers, LLC$1.4K1
429Rialto Wealth Management, LLC$1.3K1
430State of Alaska, Department of Revenue$1.2K1
431Signature Equity Partners, LLC$1.2K1
432Legacy Wealth Managment, LLC/ID$1.2K1
433Kilter Group LLC$1.0K1
434HFM Investment Advisors, LLC$6291
435Sunrise Financial Services, LLC$6291
436Quaker Wealth Management, LLC$4841
437Bernard Wealth Management Corp.$4751
438American Capital Advisory, LLC$4361
439TopTier Wealth Management, LLC$4361
440PARK AVENUE SECURITIES LLC$4171
441TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$3561
442Investors Portfolio Services LLC$3431
443Intentional Wealth Strategies, LLC$3391
444Seneschal Advisors, LLC$2911
445Vermillion Wealth Management, Inc.$2901
446Vestcor Inc$2201
447SlateStone Wealth, LLC$2011
448MV CAPITAL MANAGEMENT, INC.$1941
449Prestige Wealth Management Group LLC$1461
450Moisand Fitzgerald Tamayo, LLC$1151
451Crewe Advisors LLC$971
4523 FACTOR INDEXING, LLC$971
453VALLEY NATIONAL ADVISERS INC$731
454BIRCHBROOK, INC.$511
455Caitong International Asset Management Co., Ltd$481
456Capital Advisors, Ltd. LLC$191
457PROFFITT & GOODSON INC$101
458Avion Wealth$51
459Jefferies Financial Group Inc.$01
460VANGUARD GROUP INC$01
461MEKETA INVESTMENT GROUP INC /ADV$01
462MJP ASSOCIATES INC /ADV$01
463TEACHER RETIREMENT SYSTEM OF TEXAS$01
464MEEDER ASSET MANAGEMENT INC$01
465HARBOUR INVESTMENTS, INC.$01
466TOCQUEVILLE ASSET MANAGEMENT L.P.$01
467COMERICA BANK$01
468CIBC WORLD MARKETS CORP$01
469GW HENSSLER & ASSOCIATES LTD$01
470EASTERN BANK$01
471BALYASNY ASSET MANAGEMENT L.P.$01
472CIBC Private Wealth Group LLC$01
473Channing Capital Management, LLC$01
474SOL Capital Management CO$01
475River Road Asset Management, LLC$01
476NORGES BANK$01
477VISION FINANCIAL MARKETS LLC$01
478Boston Partners$01
479Rafferty Asset Management, LLC$01
480Manchester Capital Management LLC$01
481Woodbridge CO LTD$01
482Capital Investment Counsel, Inc$01
483CITADEL ADVISORS LLC$01
484Ancora Advisors LLC$01
485Verition Fund Management LLC$01
486Johnson Financial Group, Inc.$01
487SIMPLEX TRADING, LLC$01
488AVALON CAPITAL MANAGEMENT$01
489Skandinaviska Enskilda Banken AB (publ)$01
490Edgestream Partners, L.P.$01
491ELEMENT CAPITAL MANAGEMENT LLC$01
492LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$01
493Assenagon Asset Management S.A.$01
494PARK CIRCLE Co$01
495Capital International Investors$01
496Battery Global Advisors, LLC$01
497Tidal Investments LLC$01
498Arete Wealth Advisors, LLC$01
499JRM Investment Counsel, LLC$01
500Mirador Capital Partners LP$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 CG

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for CG · financials and macro

Financials — as filed PLANNED

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