Public record / Tickers / CHRW

CHRW — C. H. ROBINSON WORLDWIDE, INC.

Both disclosure regimes on one name: who in Congress filed about CHRW, 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
28
all PTR rows naming CHRW
Members · 12m
2
17 buys · 5 sells · by trade date
Latest PTR
09-09
filed 2026-09-09
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

April McClain Delaney · $100K–$250K

Sale · traded 2026-08-25 → filed 2026-09-09. Ranked over every CHRW row by the provable lower bound, never a point estimate.

2 members · 17 buys / 5 sells

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

23 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. 23 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CHRW · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CHRW
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-09April McClain Delaney D–MD-6Sale · DC (dependent-child-owned)Traded 08-25 +15d$100K–$250K
2026-09-09April McClain Delaney D–MD-6Purchase · DC (dependent-child-owned)Traded 08-14 +26d$1K–$15K
2026-09-09April McClain Delaney D–MD-6Purchase · DC (dependent-child-owned)Traded 08-12 +28d$1K–$15K
2026-09-09April McClain Delaney D–MD-6Purchase · DC (dependent-child-owned)Traded 08-05 +35d$1K–$15K
2026-09-09April McClain Delaney D–MD-6Purchase · DC (dependent-child-owned)Traded 08-03 +37d$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 28 ↗

Members active in CHRW

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing CHRW 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-621−$257K to $278K2
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

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

Congress ↔ notable managers · CHRW

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

Congress · last 90 days

Buyers
1 April McClain Delaney D–MD-6 $52K–$255K
Sellers
1 April McClain Delaney D–MD-6 $100K–$250K

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 · C H ROBINSON WORLDWIDE IN

Merged timeline of congressional filings and notable-manager moves on CHRW
DateWhoChangeSize
2026-09-09April McClain Delaney CongressSale$100K–$250K
2026-09-09April McClain Delaney CongressPurchase$1K–$15K
2026-09-09April McClain Delaney CongressPurchase$1K–$15K
2026-09-09April McClain Delaney CongressPurchase$1K–$15K
2026-09-09April McClain Delaney CongressPurchase$15K–$50K
2026-08-03April McClain Delaney CongressPurchase$15K–$50K
2026-08-03April McClain Delaney CongressPurchase$1K–$15K
2026-08-03April McClain Delaney CongressPurchase$15K–$50K
2026-08-03April McClain Delaney CongressPurchase$1K–$15K
2026-08-03April McClain Delaney CongressPurchase$1K–$15K
2026-08-03April McClain Delaney CongressPurchase$1K–$15K
2026-05-15Coatue Management 13Fnew+573,010 sh
2026-05-15Gotham Asset Management 13Fnew+334,752 sh
2026-05-15Bridgewater Associates 13Fnew+16,919 sh

14 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 CHRW for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.7B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.3B1
3STATE STREET CORP$1.1B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$994M1
5First Eagle Investment Management, LLC$952M1
6FMR LLC$728M1
7WELLINGTON MANAGEMENT GROUP LLP$646M1
8WCM INVESTMENT MANAGEMENT, LLC$580M1
9Boston Partners$460M1
10MORGAN STANLEY$357M1
11Invesco Ltd.$328M1
12Select Equity Group, L.P.$326M1
13NORTHERN TRUST CORP$294M1
14FIRST TRUST ADVISORS LP$273M1
15UBS Group AG$267M1
16RAYMOND JAMES FINANCIAL INC$224M1
17D. E. Shaw & Co., Inc.$219M1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$197M1
19VOYA INVESTMENT MANAGEMENT LLC$189M1
20DIMENSIONAL FUND ADVISORS LP$182M1
21Cresset Asset Management, LLC$178M1
22BANK OF AMERICA CORP /DE/$175M1
23Capital World Investors$173M1
24WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$173M1
25UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$171M1
26ALLIANCEBERNSTEIN L.P.$157M1
27ProShare Advisors LLC$156M1
28MAIRS & POWER INC$141M1
29US BANCORP \DE\$126M1
30JUPITER ASSET MANAGEMENT LTD$119M1
31VANGUARD FIDUCIARY TRUST CO$111M1
32SEI INVESTMENTS CO$110M1
33ENVESTNET ASSET MANAGEMENT INC$108M1
34AQR CAPITAL MANAGEMENT LLC$101M1
35DEUTSCHE BANK AG\$101M1
36TD ASSET MANAGEMENT INC$96.1M1
37COATUE MANAGEMENT LLC$95.2M1
38Nuveen, LLC$89.8M1
39Legal & General Group Plc$87.2M1
40MILLENNIUM MANAGEMENT LLC$79.1M1
41NOMURA ASSET MANAGEMENT CO LTD$77.8M1
42PRINCIPAL FINANCIAL GROUP INC$72.2M1
43WESTFIELD CAPITAL MANAGEMENT CO LP$71.3M1
44EARNEST PARTNERS LLC$70.8M1
45SCHRODER INVESTMENT MANAGEMENT GROUP$67.6M1
46Epoch Investment Partners, Inc.$63.6M1
47NORDEA INVESTMENT MANAGEMENT AB$60.1M1
481832 Asset Management L.P.$59.0M1
49Swiss National Bank$57.6M1
50Electron Capital Partners, LLC$56.7M1
51Amundi$56.2M1
52Gotham Asset Management, LLC$55.6M1
53CITADEL ADVISORS LLC$55.5M1
54HSBC HOLDINGS PLC$53.3M1
55Qube Research & Technologies Ltd$52.8M1
56Alyeska Investment Group, L.P.$52.5M1
57Interval Partners, LP$51.7M1
58WELLS FARGO & COMPANY/MN$49.3M1
59Mitsubishi UFJ Asset Management Co., Ltd.$48.7M1
60Vest Financial, LLC$47.9M1
61Zurich Insurance Group Ltd/FI$46.0M1
62JENNISON ASSOCIATES LLC$45.3M1
63BNP Paribas Asset Management Holding S.A.$42.2M1
64Ashton Thomas Private Wealth, LLC$42.2M1
65Vanguard Global Advisers, LLC$41.7M1
66M.D. Sass, LLC$37.5M1
67Anomaly Capital Management, LP$36.5M1
68Eurizon Capital SGR S.p.A.$36.2M1
69Allianz Asset Management GmbH$36.1M1
70PFA Pension, Forsikringsaktieselskab$32.7M1
71ROYAL BANK OF CANADA$30.9M1
72Rockefeller Capital Management L.P.$29.4M1
73WORLDQUANT MILLENNIUM ADVISORS LLC$27.3M1
74BANK OF MONTREAL /CAN/$26.4M1
75FRANKLIN RESOURCES INC$26.0M1
76RENAISSANCE TECHNOLOGIES LLC$24.8M1
77CITIGROUP INC$24.5M1
78CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$23.3M1
79Berger Financial Group, Inc$22.8M1
80Accredited Investors Inc.$22.0M1
81Quantinno Capital Management LP$22.0M1
82ASSETMARK, INC$21.1M1
83Savant Capital, LLC$19.3M1
84Clarkston Capital Partners, LLC$19.2M1
85DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$19.1M1
86APG Asset Management N.V.$19.0M1
87MARSICO CAPITAL MANAGEMENT LLC$18.8M1
88LPL Financial LLC$18.6M1
89Cetera Investment Advisers$18.3M1
90STOREBRAND ASSET MANAGEMENT AS$18.2M1
91Rivermont Capital Management LP$18.2M1
92STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$17.9M1
93AVIVA PLC$17.4M1
94STATE OF WISCONSIN INVESTMENT BOARD$16.3M1
95Zurcher Kantonalbank (Zurich Cantonalbank)$15.2M1
96TEACHER RETIREMENT SYSTEM OF TEXAS$15.1M1
97EXCHANGE TRADED CONCEPTS, LLC$15.0M1
98Alberta Investment Management Corp$14.8M1
99UNITED CAPITAL FINANCIAL ADVISORS, LLC$14.8M1
100Man Group plc$14.6M1
101Swiss Life Asset Management Ltd$14.5M1
102NOVARE CAPITAL MANAGEMENT LLC$13.7M1
103ADAGE CAPITAL PARTNERS GP, L.L.C.$13.5M1
104AMERICAN CENTURY COMPANIES INC$13.1M1
105STIFEL FINANCIAL CORP$12.9M1
106Pictet Asset Management Holding SA$12.7M1
107Illinois Municipal Retirement Fund$12.7M1
108Trexquant Investment LP$12.6M1
109GUGGENHEIM CAPITAL LLC$11.6M1
110MANUFACTURERS LIFE INSURANCE COMPANY, THE$11.4M1
111Empowered Funds, LLC$11.1M1
112ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$11.0M1
113WealthTrust Asset Management, LLC$10.9M1
114TRUIST FINANCIAL CORP$10.8M1
115Ensign Peak Advisors, Inc$10.6M1
116Squarepoint Ops LLC$10.5M1
117OPPENHEIMER ASSET MANAGEMENT INC.$10.5M1
118LBP AM SA$10.4M1
119Aberdeen Group plc$10.1M1
120VANGUARD ASSET MANAGEMENT, Ltd$9.8M1
121Chevy Chase Trust Holdings, LLC$9.7M1
122Asset Management One Co., Ltd.$9.7M1
123PRUDENTIAL FINANCIAL INC$9.6M1
124Meiji Yasuda Asset Management Co Ltd.$9.5M1
125Korea Investment CORP$9.5M1
126National Pension Service$9.4M1
127MASSACHUSETTS FINANCIAL SERVICES CO /MA/$9.3M1
128Vanguard Investments Australia, Ltd.$9.2M1
129Baird Financial Group, Inc.$9.2M1
130FEDERATED HERMES, INC.$9.0M1
131FIFTH THIRD BANCORP$9.0M1
132AE Wealth Management LLC$8.6M1
133Resona Asset Management Co.,Ltd.$8.6M1
134CANADA PENSION PLAN INVESTMENT BOARD$8.1M1
135O'SHAUGHNESSY ASSET MANAGEMENT, LLC$8.1M1
136Creative Planning$7.8M1
137SEB Asset Management AB$7.5M1
138Swedbank AB$7.4M1
139FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$7.3M1
140ASR Vermogensbeheer N.V.$7.2M1
141Robeco Institutional Asset Management B.V.$7.1M1
142Uniting Wealth Partners, LLC$7.1M1
143Aventail Capital Group, LP$6.9M1
144AIMZ Investment Advisors, LLC$6.7M1
145State of New Jersey Common Pension Fund D$6.7M1
146Lansforsakringar Fondforvaltning AB (publ)$6.6M1
147ZACKS INVESTMENT MANAGEMENT$6.5M1
148Tredje AP-fonden$6.0M1
149BOOTHBAY FUND MANAGEMENT, LLC$5.9M1
150Pathstone Holdings, LLC$5.8M1
151MML INVESTORS SERVICES, LLC$5.7M1
152Tidal Investments LLC$5.7M1
153Mirae Asset Global Investments Co., Ltd.$5.6M1
154Eliot Finkel Investment Counsel, LLC$5.6M1
155Y-Intercept (Hong Kong) Ltd$5.5M1
156Corient Private Wealth LLC$5.5M1
157NATIONAL BANK OF CANADA /FI/$5.4M1
158Candriam S.C.A.$5.4M1
159Czech National Bank$5.4M1
160Arizona State Retirement System$5.3M1
161FORA Capital, LLC$5.3M1
162PICTON MAHONEY ASSET MANAGEMENT$5.2M1
163Triasima Portfolio Management inc.$5.2M1
164WEYBOSSET RESEARCH & MANAGEMENT LLC$5.1M1
165NEW YORK LIFE INVESTMENT MANAGEMENT LLC$5.1M1
166CIBC Bancorp USA Inc.$5.1M1
167CIBC Asset Management Inc$5.1M1
168MERCER GLOBAL ADVISORS INC /ADV$5.0M1
169HighTower Advisors, LLC$4.9M1
170Brevan Howard Capital Management LP$4.7M1
171COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.6M1
172Elo Mutual Pension Insurance Co$4.4M1
173Kinloch Capital, LLC$4.3M1
174PATTON FUND MANAGEMENT, INC.$4.2M1
175Federation des caisses Desjardins du Quebec$4.2M1
176Retirement Systems of Alabama$4.2M1
177AZZAD ASSET MANAGEMENT INC /ADV$4.0M1
178XTX Topco Ltd$3.9M1
179Silvant Capital Management LLC$3.9M1
180Woodline Partners LP$3.9M1
181IFM Investors Pty Ltd$3.8M1
182XPONANCE LLC$3.8M1
183Nicholas Investment Partners, LP$3.8M1
184Daiwa Securities Group Inc.$3.6M1
185Sequoia Financial Advisors, LLC$3.6M1
186Atria Investments, Inc$3.5M1
187KESTRA PRIVATE WEALTH SERVICES, LLC$3.5M1
188KIRR MARBACH & CO LLC /IN/$3.5M1
189OSAIC HOLDINGS, INC.$3.4M1
190Vanguard Personalized Indexing Management, LLC$3.4M1
191MACKENZIE FINANCIAL CORP$3.4M1
192Trilogy Capital Inc.$3.3M1
193NATIXIS$3.3M1
194BLAIR WILLIAM & CO/IL$3.3M1
195Axecap Investments, LLC$3.3M1
196Aspire Capital Advisors LLC$3.3M1
197Utah Retirement Systems$3.2M1
198PUBLIC SECTOR PENSION INVESTMENT BOARD$3.2M1
199INTECH INVESTMENT MANAGEMENT LLC$3.1M1
200Neumann Capital Management, LLC$3.1M1
201ARQ WEALTH ADVISORS, LLC$3.1M1
202JACKSON SQUARE CAPITAL, LLC$3.0M1
203OP Asset Management Ltd$2.9M1
204Richard Bernstein Advisors LLC$2.9M1
205Cerity Partners LLC$2.9M1
206Rakuten Investment Management, Inc.$2.8M1
207OneDigital Investment Advisors LLC$2.8M1
208NEOS Investment Management LLC$2.8M1
209Bridgewater Associates, LP$2.8M1
210TD Waterhouse Canada Inc.$2.8M1
211Guardian Wealth Advisors, LLC$2.8M1
212BANK OF NOVA SCOTIA$2.7M1
213RITHOLTZ WEALTH MANAGEMENT$2.7M1
214BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.7M1
215Sumitomo Mitsui DS Asset Management Company, Ltd$2.7M1
216COMMONWEALTH EQUITY SERVICES, LLC$2.6M1
217Vestmark Advisory Solutions, Inc.$2.6M1
218M&T BANK CORP$2.6M1
219United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$2.6M1
220Vision Capital Management, Inc.$2.5M1
221NISSAY ASSET MANAGEMENT CORP /JAPAN$2.5M1
222Verition Fund Management LLC$2.5M1
223REGIONS FINANCIAL CORP$2.4M1
224Envestnet Portfolio Solutions, Inc.$2.4M1
225Monument Capital Management$2.4M1
226Lido Advisors, LLC$2.4M1
227Bank Julius Baer & Co. Ltd, Zurich$2.3M1
228Meiji Yasuda Life Insurance Co$2.3M1
229OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.3M1
230Southeast Asset Advisors, LLC$2.3M1
231Merit Financial Group, LLC$2.2M1
232Texas Yale Capital Corp.$2.2M1
233CWM, LLC$2.1M1
234Numerai GP LLC$2.1M1
235MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.1M1
236OMERS ADMINISTRATION Corp$2.1M1
237Generali Asset Management SPA SGR$2.0M1
238Sanctuary Advisors, LLC$2.0M1
239SCOTIA CAPITAL INC.$2.0M1
240Dynamic Technology Lab Private Ltd$2.0M1
241Oak Thistle LLC$2.0M1
242CenterBook Partners LP$2.0M1
243MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.0M1
244J. Safra Sarasin Holding AG$1.9M1
245Janus Henderson Group Ltd.$1.9M1
246MACQUARIE GROUP LTD$1.9M1
247ELEVATION POINT WEALTH PARTNERS, LLC$1.8M1
248Sustainable Insight Capital Management, LLC$1.8M1
249BENJAMIN EDWARDS INC$1.8M1
250FIRST CITIZENS BANK & TRUST CO$1.8M1
251GATEWAY INVESTMENT ADVISERS LLC$1.7M1
252COMMERCE BANK$1.7M1
253Norinchukin Bank, The$1.7M1
254Callan Family Office, LLC$1.7M1
255CREDIT AGRICOLE S A$1.6M1
256Genus Capital Management Inc.$1.6M1
257Rafferty Asset Management, LLC$1.6M1
258FULTON BANK, N.A.$1.6M1
259FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$1.6M1
260TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV$1.6M1
261JANE STREET GROUP, LLC$1.6M1
262&PARTNERS$1.5M1
263SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.5M1
264Beacon Capital Management, LLC$1.5M1
265Orion Porfolio Solutions, LLC$1.5M1
266LOWE BROCKENBROUGH & CO INC$1.5M1
267Summit Trail Advisors, LLC$1.5M1
268BROWN ADVISORY INC$1.5M1
269Grantham, Mayo, Van Otterloo & Co. LLC$1.4M1
270Waverly Advisors, LLC$1.4M1
271Twelve Points Wealth Management LLC$1.4M1
272Investment Management Corp of Ontario$1.4M1
273Concurrent Investment Advisors, LLC$1.4M1
274Mutual Advisors, LLC$1.4M1
275Rodgers Brothers Inc.$1.4M1
276ABN AMRO INVESTMENT SOLUTIONS$1.4M1
277FORTRESS PRIVATE LEDGER, LLC$1.4M1
278Harvest Investment Services, LLC$1.3M1
279HANCOCK WHITNEY CORP$1.3M1
280ROYAL LONDON ASSET MANAGEMENT LTD$1.3M1
281Hudson Bay Capital Management LP$1.3M1
282Linden Thomas Advisory Services, LLC$1.3M1
283U.S. Capital Wealth Advisors, LLC$1.3M1
284DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$1.2M1
285HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.2M1
286Goelzer Investment Management, Inc.$1.2M1
287MIZUHO SECURITIES USA LLC$1.2M1
288NORDEN GROUP LLC$1.2M1
289NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.2M1
290United Asset Strategies, Inc.$1.2M1
291Portside Wealth Group, LLC$1.2M1
292Three Seasons Wealth, LLC$1.1M1
293Murphy Pohlad Asset Management LLC$1.1M1
294Assenagon Asset Management S.A.$1.1M1
295Atom Investors LP$1.1M1
296AMF Tjanstepension AB$1.1M1
297Kestra Advisory Services, LLC$1.1M1
298DAVENPORT & Co LLC$1.1M1
299PACK Private Wealth, LLC$1.1M1
300CASTLEARK MANAGEMENT LLC$1.1M1
301Friedenthal Financial$1.1M1
302Perbak Capital Partners LLP$1.1M1
303Impact Partnership Wealth, LLC$1.1M1
304Graham Capital Management, L.P.$1.0M1
305Aster Capital Management (DIFC) Ltd$1.0M1
306Tevis Investment Management$1.0M1
307CIBC WORLD MARKET INC.$1.0M1
308Northstar Advisory Group, LLC$1.0M1
309Steward Partners Investment Advisory, LLC$1.0M1
310Siemens Fonds Invest GmbH$1.0M1
311CONTRAVISORY INVESTMENT MANAGEMENT, INC.$996K1
312Aquatic Capital Management LLC$978K1
313Maryland State Retirement & Pension System$973K1
314Auxano Advisors, LLC$970K1
315HB Wealth Management, LLC$968K1
316Vident Advisory, LLC$968K1
317Qsemble Capital Management, LP$959K1
318Jefferies Financial Group Inc.$949K1
319Metis Global Partners, LLC$948K1
320TOKIO MARINE ASSET MANAGEMENT CO LTD$928K1
321Wealthfront Advisers LLC$919K1
322LMR Partners LLP$915K1
323MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$913K1
324Private Advisor Group, LLC$907K1
325Empirical Asset Management, LLC$905K1
326Calamos Advisors LLC$877K1
327DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$860K1
328ROBERTS GLORE & CO INC /IL/$856K1
329Allspring Global Investments Holdings, LLC$855K1
330Quantum Portfolio Management LLC$852K1
331Polymer Capital Management (US) LLC$847K1
332Inspire Investing, LLC$847K1
333MONTAG A & ASSOCIATES INC$843K1
334COLDSTREAM CAPITAL MANAGEMENT INC$840K1
335Qtron Investments LLC$825K1
336Compound Planning, Inc.$814K1
337Sowell Financial Services LLC$812K1
338JOHNSON INVESTMENT COUNSEL INC$809K1
339CHOREO, LLC$806K1
340MUFG Securities EMEA plc$805K1
341Machina Capital S.A.S.$800K1
342LONDON CO OF VIRGINIA$792K1
343Focus Partners Wealth$787K1
344Perpetual Ltd$783K1
345Osmosis Investment Management UK Ltd$780K1
346WRIGHT INVESTORS SERVICE INC$760K1
347Three Bridge Wealth Advisors, LLC$753K1
348CHESAPEAKE CAPITAL CORP /IL/$751K1
349Caprock Group, LLC$747K1
350QUADRANT CAPITAL GROUP LLC$747K1
351Pflug Koory, LLC$747K1
352Farringdon Capital, Ltd.$730K1
353Great Diamond Partners, LLC$702K1
354Empirical Finance, LLC$702K1
355Lantz Financial LLC$699K1
356Gibbs Wealth Management$692K1
357D.A. DAVIDSON & CO.$685K1
358MANGROVE PARTNERS IM, LLC$678K1
359Inspire Advisors, LLC$676K1
360NOMURA HOLDINGS INC$674K1
361K.J. Harrison & Partners Inc$664K1
362Avantax Planning Partners, Inc.$642K1
363NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$630K1
364PRUDENTIAL PLC$629K1
365Avidian Wealth Enterprises, LLC$629K1
366Deseret Mutual Benefit Administrators$622K1
367Vinva Investment Management Ltd$602K1
368Dickmeyer Boyce Financial Management, Inc.$598K1
369Independent Advisor Alliance$597K1
370Vise Technologies, Inc.$590K1
371Hudson Portfolio Management LLC$589K1
372Apollon Wealth Management, LLC$583K1
373WINTON GROUP Ltd$580K1
374POTENTIA WEALTH$563K1
375Global X Japan Co., Ltd.$557K1
376Legacy Capital Group California, Inc.$553K1
377Mariner, LLC$551K1
378MAI Capital Management$535K1
379MMBG INVESTMENT ADVISORS CO.$533K1
380KEYBANK NATIONAL ASSOCIATION/OH$524K1
381Index Technologies Group LLC$520K1
382Philip James Wealth Mangement, LLC$517K1
383Sierra Legacy Group$503K1
384Empower Advisory Group, LLC$496K1
385One Wealth Advisors, LLC$483K1
386Beacon Pointe Advisors, LLC$481K1
387STEPHENS INC /AR/$480K1
388Integris Wealth Management, LLC$473K1
389PANAGORA ASSET MANAGEMENT INC$473K1
390HOLDERNESS INVESTMENTS CO$462K1
391Ballentine Partners, LLC$462K1
392ING GROEP NV$457K1
393MIRABELLA FINANCIAL SERVICES LLP$455K1
394OLD NATIONAL BANCORP /IN/$450K1
395AXQ CAPITAL, LP$438K1
396Blue Trust, Inc.$435K1
397EXENCIAL WEALTH ADVISORS, LLC$434K1
398Cherokee Insurance Co$432K1
399WESPAC Advisors, LLC$424K1
400WealthPlan Investment Management, LLC$421K1
401QRG CAPITAL MANAGEMENT, INC.$419K1
402BALYASNY ASSET MANAGEMENT L.P.$414K1
403Clarion Wealth Managment Partners, LLC$413K1
404Focus Financial Network, Inc.$403K1
405Soltis Investment Advisors LLC$400K1
406Palisade Asset Management, LLC$400K1
407Precision Wealth Strategies, LLC$399K1
408Smartleaf Asset Management LLC$398K1
409BARD ASSOCIATES INC$396K1
410Laird Norton Wetherby Trust Company, LLC$393K1
411Avior Wealth Management, LLC$390K1
412NewEdge Advisors, LLC$390K1
413Pasadena Private Wealth, LLC$386K1
414Cynosure Group, LLC$382K1
415Phoenix Wealth Advisors$377K1
416Alliance Wealth Advisors, LLC /UT$375K1
417Revisor Wealth Management LLC$374K1
418TWO SIGMA SECURITIES, LLC$366K1
419EVOKE WEALTH, LLC$366K1
420Ascentis Independent Advisors$365K1
421Wagner Wealth Management, Corp$364K1
422CFS Investment Advisory Services, LLC$364K1
423Rehmann Capital Advisory Group$355K1
424GC Wealth Management RIA, LLC$350K1
425MATHER GROUP, LLC.$342K1
426PRINCIPAL SECURITIES, INC.$333K1
427Essex LLC$332K1
428GW HENSSLER & ASSOCIATES LTD$329K1
429DIVERSIFY WEALTH MANAGEMENT, LLC$329K1
430Chicago Partners Investment Group LLC$329K1
431Brendel Financial Advisors LLC$328K1
432ASAHI LIFE ASSET MANAGEMENT CO., LTD.$324K1
433Sagewood Asset Management LP$322K1
434JOSH ARNOLD INVESTMENT CONSULTANT, LLC$321K1
435Sound Financial Strategies Group, LLC$319K1
436State of Wyoming$318K1
437Gladstone Institutional Advisory LLC$310K1
438Richwood Investment Advisors, LLC$310K1
439CAPITAL FINANCIAL GROUP INC\CO\ /ADV$307K1
440PERSONAL CFO SOLUTIONS, LLC$306K1
441Savvy Advisors, Inc.$301K1
442PRELUDE CAPITAL MANAGEMENT, LLC$297K1
443Gateway Wealth Partners, LLC$296K1
444SAGESPRING WEALTH PARTNERS, LLC$294K1
445Blueshift Asset Management, LLC$293K1
446Sivia Capital Partners, LLC$292K1
447Advyzon Investment Management, LLC$289K1
448BBR PARTNERS, LLC$283K1
449Tower Research Capital LLC (TRC)$283K1
450Bannerstone Capital Management, LLC$281K1
451Avantra Family Wealth, Inc.$279K1
452MGO ONE SEVEN LLC$278K1
453TABR Capital Management, LLC$275K1
454Fieldview Capital Management, LLC$272K1
455PCB Capital LLC$272K1
456GeoWealth Management, LLC$270K1
457Checchi Capital Advisers, LLC$267K1
458Arax Advisory Partners$267K1
459Advisor OS, LLC$267K1
460Stirlingshire Investments, Inc.$267K1
461Vontobel Holding Ltd.$263K1
462Retireful, LLC$262K1
463TWO SIGMA INVESTMENTS, LP$262K1
464SYM FINANCIAL Corp$261K1
465Brown Miller Wealth Management, LLC$255K1
466Allworth Financial LP$254K1
467ALERUS FINANCIAL NA$253K1
468Frank, Rimerman Advisors LLC$250K1
469Blue Capital, Inc.$247K1
470Marks Group Wealth Management, Inc$247K1
471Snowden Capital Advisors LLC$245K1
472EVOLVE PRIVATE WEALTH, LLC$245K1
473World Investment Advisors$243K1
474Tradition Wealth Management, LLC$243K1
475Armor Investment Advisors, LLC$243K1
476Kingsview Wealth Management, LLC$242K1
477Astoria Portfolio Advisors LLC.$242K1
478Wedmont Private Capital$238K1
479D'Orazio & Associates, Inc.$235K1
480CIDEL ASSET MANAGEMENT INC$233K1
481Kathmere Capital Management, LLC$222K1
482B. Riley Wealth Advisors, Inc.$221K1
483GREAT VALLEY ADVISOR GROUP, INC.$220K1
484Pinnacle Wealth Planning Services, Inc.$219K1
485Perigon Wealth Management, LLC$214K1
486Evercore Wealth Management, LLC$213K1
487Beck Bode, LLC$212K1
488Purpose Unlimited Inc.$212K1
489IHT Wealth Management, LLC$210K1
490SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$208K1
491River Wealth Advisors LLC$207K1
492Schonfeld Strategic Advisors LLC$205K1
493Meeder Advisory Services, Inc.$205K1
494Marex Group Ltd$205K1
495TEMA ETFS LLC$204K1
496EVERGREEN CAPITAL MANAGEMENT LLC$202K1
497Triad Wealth Partners, LLC$201K1
498Claro Advisors Inc.$201K1
499Pallas Capital Advisors LLC$200K1
500Northwest & Ethical Investments L.P.$169K1
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)17 buy / 5 sell
Congress net ($ bound)−$272K to $277K
Filers net (actions)not in build
Filers net ($ 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 CHRW

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for CHRW · financials and macro

Financials — as filed PLANNED

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