Public record / Tickers / CHRD

CHRD — Chord Energy Corp

Both disclosure regimes on one name: who in Congress filed about CHRD, 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
13
all PTR rows naming CHRD
Members · 12m
3
1 buys · 4 sells · by trade date
Latest PTR
02-17
filed 2026-02-17
13F holders
413
top-413 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

Michael Guest · $15.0K–$50.0K

Purchase · traded 2023-08-04 → filed 2023-08-23. Ranked over every CHRD row by the provable lower bound, never a point estimate.

3 members · 1 buys / 4 sells

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

9 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. 9 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CHRD · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CHRD
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-02-17Michael Guest R–MS-3Sale · SP (spouse-owned)Traded 01-09 +39d$1K–$15K
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 01-09 +35d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-30 +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 13 ↗

Members active in CHRD

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing CHRD 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.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
Gilbert Ray Cisneros, Jr. D–CA-311−$15.0K to −$1.0K2
Michael Guest R–MS-31−$15.0K to −$1.0K3

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

Congress ↔ notable managers · CHRD

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 Miller Value Partners $9.9M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · CHORD ENERGY CORPORATION

Merged timeline of congressional filings and notable-manager moves on CHRD
DateWhoChangeSize
2026-05-15Miller Value Partners 13Fadd+11,564 sh
2026-05-15Gotham Asset Management 13Ftrim−24,705 sh
2026-05-14Caxton Associates 13Ftrim−4,148 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 CHRD for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$988M1
2FMR LLC$552M1
3WELLINGTON MANAGEMENT GROUP LLP$538M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$417M1
5VANGUARD CAPITAL MANAGEMENT LLC$364M1
6STATE STREET CORP$343M1
7Invesco Ltd.$322M1
8AMERICAN CENTURY COMPANIES INC$238M1
9DIMENSIONAL FUND ADVISORS LP$220M1
10Sourcerock Group LLC$184M1
11GEODE CAPITAL MANAGEMENT, LLC$170M1
12ADAGE CAPITAL PARTNERS GP, L.L.C.$169M1
13AQR CAPITAL MANAGEMENT LLC$165M1
14UBS Group AG$159M1
15MASSACHUSETTS FINANCIAL SERVICES CO /MA/$127M1
16Allspring Global Investments Holdings, LLC$101M1
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC$97.3M1
18MORGAN STANLEY$82.7M1
19FIRST TRUST ADVISORS LP$82.5M1
20Condire Management, LP$79.1M1
21Invenomic Capital Management LP$73.2M1
22NORTHERN TRUST CORP$63.5M1
23Palo Duro Investment Partners, LP$60.5M1
24ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$60.4M1
25JENNISON ASSOCIATES LLC$60.2M1
26VANGUARD FIDUCIARY TRUST CO$50.3M1
27PRINCIPAL FINANCIAL GROUP INC$48.5M1
28FULLER & THALER ASSET MANAGEMENT, INC.$47.1M1
29Goehring & Rozencwajg Associates, LLC$40.3M1
30HITE Hedge Asset Management LLC$37.0M1
31BANK OF AMERICA CORP /DE/$33.8M1
32Janus Henderson Group Ltd.$33.6M1
33SEI INVESTMENTS CO$32.0M1
34Nuveen, LLC$28.3M1
35Glendon Capital Management LP$26.7M1
36SIR Capital Management, L.P.$25.5M1
37Gotham Asset Management, LLC$23.8M1
38VALUEWORKS LLC$23.7M1
39WHITEBOX ADVISORS LLC$22.7M1
40WESTWOOD HOLDINGS GROUP INC$22.3M1
41HSBC HOLDINGS PLC$21.0M1
42DEUTSCHE BANK AG\$19.5M1
43Alyeska Investment Group, L.P.$19.3M1
44Lighthouse Investment Partners, LLC$18.2M1
45RAYMOND JAMES FINANCIAL INC$17.2M1
46Universal- Beteiligungs- und Servicegesellschaft mbH$16.7M1
47UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$16.0M1
48Swiss National Bank$16.0M1
49RENAISSANCE TECHNOLOGIES LLC$15.4M1
50RWC Asset Management LLP$15.2M1
51ENVESTNET ASSET MANAGEMENT INC$14.7M1
52VICTORY CAPITAL MANAGEMENT INC$14.6M1
53CITADEL ADVISORS LLC$14.3M1
54NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$12.7M1
55Creative Planning$12.7M1
56Arkfeld Wealth Strategies, L.L.C.$12.7M1
57Legal & General Group Plc$11.6M1
58Advisors Asset Management, Inc.$10.9M1
59Aventail Capital Group, LP$10.4M1
60Holocene Advisors, LP$10.1M1
61Aptus Capital Advisors, LLC$10.1M1
62Retirement Systems of Alabama$9.9M1
63MILLER VALUE PARTNERS, LLC$9.9M1
64Allianz Asset Management GmbH$9.8M1
65STATE OF WISCONSIN INVESTMENT BOARD$9.6M1
66CITIGROUP INC$8.9M1
67Rafferty Asset Management, LLC$8.1M1
68Hartree Partners, LP$8.0M1
69Phocas Financial Corp.$7.6M1
70CastleKnight Management LP$7.6M1
71New Age Alpha Advisors, LLC$7.6M1
72OnyxPoint Global Management LP$6.7M1
73LMR Partners LLP$6.7M1
74ALLIANCEBERNSTEIN L.P.$6.4M1
75FIRST MANHATTAN CO. LLC.$6.3M1
76Factorial Partners, LLC$6.3M1
77VANGUARD ASSET MANAGEMENT, Ltd$6.2M1
78STOREBRAND ASSET MANAGEMENT AS$6.1M1
79VOLORIDGE INVESTMENT MANAGEMENT, LLC$6.1M1
80WELLS FARGO & COMPANY/MN$6.0M1
81BOOTHBAY FUND MANAGEMENT, LLC$5.9M1
82MOODY ALDRICH PARTNERS LLC$5.5M1
83MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.5M1
84BANK OF MONTREAL /CAN/$5.5M1
85CoreCommodity Management, LLC$5.2M1
86ROYAL BANK OF CANADA$5.2M1
87Seneca House Advisors$5.2M1
88Slagle Financial, LLC$5.0M1
89VOYA INVESTMENT MANAGEMENT LLC$4.7M1
90Vanguard Global Advisers, LLC$4.5M1
91Quantinno Capital Management LP$4.5M1
92Empowered Funds, LLC$4.4M1
93MetLife Investment Management, LLC$4.0M1
94Grantham, Mayo, Van Otterloo & Co. LLC$3.9M1
95FIFTH THIRD BANCORP$3.8M1
96AE Wealth Management LLC$3.8M1
97GUGGENHEIM CAPITAL LLC$3.7M1
98ROYCE & ASSOCIATES LP$3.6M1
99Hudson Bay Capital Management LP$3.6M1
100SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.5M1
101Mawer Investment Management Ltd.$3.3M1
102ANCHOR CAPITAL ADVISORS LLC$3.2M1
103State of New Jersey Common Pension Fund D$3.2M1
104Susquehanna Portfolio Strategies, LLC$3.2M1
105MILLENNIUM MANAGEMENT LLC$3.1M1
106MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.1M1
107Mariner, LLC$3.0M1
108STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$3.0M1
109LPL Financial LLC$2.9M1
110Morningstar Investment Management LLC$2.9M1
111KLP KAPITALFORVALTNING AS$2.9M1
112Brooklyn Investment Group$2.8M1
113Zurcher Kantonalbank (Zurich Cantonalbank)$2.7M1
114Cetera Investment Advisers$2.6M1
115Cerity Partners LLC$2.6M1
116NATIONAL BANK OF CANADA /FI/$2.6M1
117CWM, LLC$2.6M1
118KRAEMATON INVESTMENT ADVISORS, INC$2.2M1
119Arizona State Retirement System$2.2M1
120OSAIC HOLDINGS, INC.$2.1M1
121MML INVESTORS SERVICES, LLC$2.1M1
122IMC-Chicago, LLC$2.1M1
123Corient Private Wealth LLC$2.1M1
124Vanguard Investments Australia, Ltd.$2.1M1
125COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.0M1
126STIFEL FINANCIAL CORP$2.0M1
127Vident Advisory, LLC$2.0M1
128PARAGON CAPITAL MANAGEMENT INC$2.0M1
129BALYASNY ASSET MANAGEMENT L.P.$2.0M1
130Dalton Investments, Inc.$1.9M1
131NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.8M1
132WOLVERINE ASSET MANAGEMENT LLC$1.7M1
133OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.7M1
134CAXTON ASSOCIATES LLP$1.6M1
135IEQ CAPITAL, LLC$1.5M1
136Walleye Capital LLC$1.5M1
137Vanguard Personalized Indexing Management, LLC$1.5M1
138Dana Investment Advisors, Inc.$1.5M1
139MACKENZIE FINANCIAL CORP$1.5M1
140FRANKLIN RESOURCES INC$1.4M1
141RBF Capital, LLC$1.4M1
142Pictet Asset Management Holding SA$1.4M1
143WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.4M1
144LEVEL FOUR ADVISORY SERVICES, LLC$1.3M1
145TRUIST FINANCIAL CORP$1.3M1
146MERCER GLOBAL ADVISORS INC /ADV$1.3M1
147PRUDENTIAL FINANCIAL INC$1.3M1
148KESTRA PRIVATE WEALTH SERVICES, LLC$1.2M1
149CANADA PENSION PLAN INVESTMENT BOARD$1.2M1
150Pinnacle Financial Partners, Inc.$1.2M1
151Stegent Equity Advisors, Inc.$1.1M1
152Unison Advisors LLC$1.1M1
153Merit Financial Group, LLC$1.1M1
154Tidal Investments LLC$1.1M1
155SummitTX Capital, L.P.$1.1M1
156Waterfront Wealth Inc.$1.0M1
157Squarepoint Ops LLC$986K1
158XPONANCE LLC$970K1
159Quantum Portfolio Management LLC$923K1
160Compound Planning, Inc.$915K1
161GLENMEDE TRUST CO NA$890K1
162Envestnet Portfolio Solutions, Inc.$830K1
163Ashton Thomas Private Wealth, LLC$809K1
164FIRST CITIZENS BANK & TRUST CO$774K1
165Edgestream Partners, L.P.$746K1
166CSS LLC/IL$736K1
167Cambria Investment Management, L.P.$733K1
168VARCOV Co.$722K1
169Clear Harbor Asset Management, LLC$719K1
170O'SHAUGHNESSY ASSET MANAGEMENT, LLC$706K1
171HighTower Advisors, LLC$690K1
172BENJAMIN EDWARDS INC$682K1
173Focus Partners Wealth$675K1
174Graham Capital Management, L.P.$670K1
175Crossmark Global Holdings, Inc.$657K1
176FEDERATED HERMES, INC.$643K1
177GREENWOOD CAPITAL ASSOCIATES LLC$629K1
178M&T BANK CORP$619K1
179MQS Management LLC$612K1
180QUADRANT CAPITAL GROUP LLC$609K1
181Sanctuary Advisors, LLC$600K1
182SECURIAN ASSET MANAGEMENT, INC$596K1
183Sequoia Financial Advisors, LLC$585K1
184Summit Trail Advisors, LLC$577K1
185Index Technologies Group LLC$561K1
186Ensign Peak Advisors, Inc$556K1
187UNITED CAPITAL FINANCIAL ADVISORS, LLC$553K1
188Swiss Life Asset Management Ltd$517K1
189Lido Advisors, LLC$514K1
190PRELUDE CAPITAL MANAGEMENT, LLC$506K1
191VAUGHAN & Co SECURITIES, INC.$497K1
192Concurrent Investment Advisors, LLC$482K1
193Federation des caisses Desjardins du Quebec$470K1
194Oak Thistle LLC$468K1
195Pathstone Holdings, LLC$468K1
196Numerai GP LLC$464K1
197NewEdge Advisors, LLC$461K1
198JANE STREET GROUP, LLC$452K1
199Scissortail Wealth Management, LLC$449K1
200DnB Asset Management AS$429K1
201Utah Retirement Systems$426K1
202CHILDRESS CAPITAL ADVISORS, LLC$426K1
203COMMERCE BANK$422K1
204STEINBERGANNA WEALTH MANAGEMENT$415K1
205Tower Research Capital LLC (TRC)$411K1
206Maryland State Retirement & Pension System$408K1
207EP Wealth Advisors, LLC$408K1
208NORDEN GROUP LLC$407K1
209KEYBANK NATIONAL ASSOCIATION/OH$403K1
210Baird Financial Group, Inc.$400K1
211Caprock Group, LLC$385K1
212Pallas Capital Advisors LLC$383K1
213MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$378K1
214Kestra Advisory Services, LLC$370K1
215US BANCORP \DE\$368K1
216&PARTNERS$364K1
217CITIZENS FINANCIAL GROUP INC/RI$362K1
218RITHOLTZ WEALTH MANAGEMENT$351K1
219TEACHER RETIREMENT SYSTEM OF TEXAS$345K1
220HB Wealth Management, LLC$345K1
221Huber Capital Management LLC$339K1
222SIGNATUREFD, LLC$327K1
223ProShare Advisors LLC$324K1
224PRINCIPAL SECURITIES, INC.$321K1
225Atria Investments, Inc$320K1
226HANCOCK WHITNEY CORP$314K1
227Dakota Wealth Management$313K1
228Man Group plc$313K1
229Vise Technologies, Inc.$311K1
230MANGROVE PARTNERS IM, LLC$308K1
231PERSONAL CFO SOLUTIONS, LLC$292K1
232INFRASTRUCTURE CAPITAL ADVISORS, LLC$290K1
233Empirical Asset Management, LLC$290K1
234Ethic Inc.$289K1
235Paragon Capital Management Ltd$287K1
236Orion Porfolio Solutions, LLC$286K1
237CHILTON CAPITAL MANAGEMENT LLC$284K1
238FIDUCIARY TRUST CO$283K1
239Focus Partners Advisor Solutions, LLC$282K1
240SHELTON CAPITAL MANAGEMENT$272K1
241XTX Topco Ltd$269K1
242Post Resch Tallon Group Inc.$261K1
243JMN Financial LLC$254K1
244Savant Capital, LLC$251K1
245CIBC Asset Management Inc$251K1
246Sivia Capital Partners, LLC$250K1
247Kendall Capital Management$250K1
248Cresset Asset Management, LLC$248K1
249Dynamic Technology Lab Private Ltd$245K1
250Sowell Financial Services LLC$244K1
251North Dakota State Investment Board$238K1
252TWO SIGMA SECURITIES, LLC$236K1
253DAYMARK WEALTH PARTNERS, LLC$225K1
254INCEPTIONR LLC$224K1
255Ruggaard & Associates LLC$220K1
256NOMURA ASSET MANAGEMENT CO LTD$219K1
257Proficio Capital Partners LLC$218K1
258Able Wealth Management LLC$216K1
259Leo Wealth, LLC$204K1
260Stratos Wealth Partners, LTD.$204K1
261Callan Family Office, LLC$203K1
262SAGE RHINO CAPITAL LLC$203K1
263Oasis Advisors, LLC$203K1
264VestGen Advisors, LLC$202K1
265GABLES CAPITAL MANAGEMENT INC.$192K1
266ASSETMARK, INC$182K1
267Bayforest Capital Ltd$175K1
268MAI Capital Management$157K1
269Allworth Financial LP$145K1
270Y.D. More Investments Ltd$144K1
271TD Waterhouse Canada Inc.$126K1
272UMB Bank, n.a.$123K1
273Founders Capital Management$116K1
274Mirae Asset Global Investments Co., Ltd.$102K1
275Elevated Capital Advisors, LLC$85.6K1
276Transamerica Financial Advisors, LLC$81.6K1
277Caitong International Asset Management Co., Ltd$79.9K1
278Triumph Capital Management$79.6K1
279Steward Partners Investment Advisory, LLC$79.3K1
280Rockefeller Capital Management L.P.$71.4K1
281Larson Financial Group LLC$70.8K1
282SUMMIT SECURITIES GROUP LLC$67.7K1
283Blue Trust, Inc.$65.8K1
284EXCHANGE TRADED CONCEPTS, LLC$65.3K1
285Quarry LP$59.1K1
286GROUP ONE TRADING LLC$59.0K1
287Eurizon Capital SGR S.p.A.$57.0K1
288Arax Advisory Partners$51.6K1
289NATIXIS$41.9K1
290Kemnay Advisory Services Inc.$40.0K1
291Rakuten Securities, Inc.$39.0K1
292Signature Equity Partners, LLC$33.3K1
293Measured Wealth Private Client Group, LLC$33.0K1
294Mitsubishi UFJ Asset Management Co., Ltd.$30.6K1
295WealthCollab, LLC$30.1K1
296BARROW HANLEY MEWHINNEY & STRAUSS LLC$27.6K1
297Manchester Capital Management LLC$22.3K1
298Parkside Financial Bank & Trust$20.3K1
299Deseret Mutual Benefit Administrators$19.2K1
300South Dakota Investment Council$18.9K1
301Addison Advisors LLC$18.6K1
302Rialto Wealth Management, LLC$17.1K1
303Clearstead Trust, LLC$16.6K1
304Valued Wealth Advisors LLC$15.1K1
305FINANCIAL CONSULATE, INC$14.2K1
306SWAN Capital LLC$12.5K1
307Private Wealth Management Group, LLC$10.5K1
308Pinnacle Wealth Planning Services, Inc.$10.4K1
309MEEDER ASSET MANAGEMENT INC$10.0K1
310True Wealth Design, LLC$9.5K1
311Treasurer of the State of North Carolina$9.0K1
312CVA Family Office, LLC$8.7K1
313Bell Investment Advisors, Inc$8.2K1
314Sachetta, LLC$7.7K1
315SJS Investment Consulting Inc.$7.1K1
316FARMERS & MERCHANTS INVESTMENTS INC$7.0K1
317Physician Wealth Advisors, Inc.$5.8K1
318NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.8K1
319Mountain Hill Investment Partners Corp.$4.6K1
320THRIVENT FINANCIAL FOR LUTHERANS$4.5K1
321Evergreen Advisors, LLC$4.3K1
322State of Alaska, Department of Revenue$4.2K1
323Smartleaf Asset Management LLC$3.8K1
324CBIZ Investment Advisory Services, LLC$3.3K1
325Activest Wealth Management$3.1K1
326JPL Wealth Management, LLC$3.0K1
327IFM Investors Pty Ltd$2.7K1
328Investors Portfolio Services LLC$2.5K1
329NEW YORK STATE TEACHERS RETIREMENT SYSTEM$2.4K1
330SouthState Bank Corp$2.3K1
331JFS WEALTH ADVISORS, LLC$1.8K1
332SHP Wealth Management$1.8K1
333Virtu Financial LLC$1.7K1
334MONTAG A & ASSOCIATES INC$1.6K1
335KBC Group NV$1.6K1
336MV CAPITAL MANAGEMENT, INC.$1.6K1
337Kilter Group LLC$1.6K1
338Clearstead Advisors, LLC$1.4K1
339MATHER GROUP, LLC.$1.4K1
340Wealth Enhancement Trust Services, Inc.$1.4K1
341MidFirst Bank$1.4K1
342Owl Creek Wealth Partners LLC$1.4K1
343Cromwell Holdings LLC$1.3K1
344American Capital Advisory, LLC$1.1K1
345PICTON MAHONEY ASSET MANAGEMENT$1.1K1
346Hunter Perkins Capital Management, LLC$7761
347DecisionPoint Financial, LLC$7111
348PARK AVENUE SECURITIES LLC$6581
349Cassaday & Co Wealth Management LLC$5691
350DiNuzzo Private Wealth, Inc.$5691
351Sunrise Financial Services, LLC$5691
352Glen Eagle Advisors, LLC$4591
353Vermillion Wealth Management, Inc.$4271
354Distillate Capital Partners LLC$4271
355Key FInancial Inc$4271
356HFM Investment Advisors, LLC$2841
357Cambridge Investment Research Advisors, Inc.$2001
358ACADIAN ASSET MANAGEMENT LLC$1511
359Dakota Community Bank & Trust NA$1421
360Employees Retirement System of Texas$911
361Raleigh Capital Management Inc.$671
362Capital Advisors, Ltd. LLC$161
363Avion Wealth$11
364JTC Employer Solutions Trustee Ltd$01
365Jefferies Financial Group Inc.$01
366VANGUARD GROUP INC$01
367KING LUTHER CAPITAL MANAGEMENT CORP$01
368FIL Ltd$01
369STATE OF MICHIGAN RETIREMENT SYSTEM$01
370JAMES INVESTMENT RESEARCH, INC.$01
371TOTH FINANCIAL ADVISORY CORP$01
372COMERICA BANK$01
373CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$01
374ARISTEIA CAPITAL, L.L.C.$01
375BERNZOTT CAPITAL ADVISORS$01
376ALGERT GLOBAL LLC$01
377CIBC Private Wealth Group LLC$01
378Weiss Asset Management LP$01
379Verition Fund Management LLC$01
380DekaBank Deutsche Girozentrale$01
381Alberta Investment Management Corp$01
382Avidian Wealth Enterprises, LLC$01
383HRT FINANCIAL LP$01
384FOX RUN MANAGEMENT, L.L.C.$01
385Leonteq Securities AG$01
386LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$01
387Vestcor Inc$01
388MIRABELLA FINANCIAL SERVICES LLP$01
389Encompass Capital Advisors LLC$01
390Perigon Wealth Management, LLC$01
391Interval Partners, LP$01
392Penserra Capital Management LLC$01
393Point72 Asset Management, L.P.$01
394Archford Capital Strategies, LLC$01
395Versor Investments LP$01
396World Investment Advisors$01
397Kovack Advisors, Inc.$01
398FORA Capital, LLC$01
399Global Retirement Partners, LLC$01
400Prestige Wealth Management Group LLC$01
401Y-Intercept (Hong Kong) Ltd$01
402Aquatic Capital Management LLC$01
403AlphaQuest LLC$01
404SageView Advisory Group, LLC$01
405iSAM Funds (UK) Ltd$01
406Cape Investment Advisory, Inc.$01
407Dunhill Financial, LLC$01
408Kore Advisors LP$01
409ELEVATION WEALTH PARTNERS, LLC$01
410Corigliano Investment Advisers, LLC$01
411Northwest & Ethical Investments L.P.$01
412Turas Capital Management LP$01
413Catherine Avery Investment Management LLC$01
Truncated by Public Filings. The published aggregate ranks the top 413 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 / 4 sell
Congress net ($ bound)−$59.0K to $11.0K
Filers net (actions)not in build
Filers net ($ 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 CHRD

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for CHRD · financials and macro

Financials — as filed PLANNED

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