Public record / Tickers / CHTR

CHTR — CHARTER COMMUNICATIONS, INC. /MO/

Both disclosure regimes on one name: who in Congress filed about CHTR, 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
39
all PTR rows naming CHTR
Members · 12m
2
2 buys · 1 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
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

Mark R. Warner · $1.0M–$5.0M

Sale · traded 2019-02-19 → filed 2019-03-08. Ranked over every CHTR row by the provable lower bound, never a point estimate.

2 members · 2 buys / 1 sells

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

4 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

5 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. 5 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CHTR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CHTR
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-05-08Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 04-14 +24d$1K–$15K
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 03-13 +25d$1K–$15K
2025-06-22Jefferson Shreve R–IN-6SaleTraded 05-12 +41d$15K–$50K
2025-05-08Robert P. Bresnahan, Jr. R–PA-8PurchaseTraded 04-08 +30d$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 39 ↗

Members active in CHTR

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing CHTR 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.
Gilbert Ray Cisneros, Jr. D–CA-312−$14.0K to $14.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2

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

Congress ↔ notable managers · CHTR

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

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $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 · CHARTER COMMUNICATIONS INC

Merged timeline of congressional filings and notable-manager moves on CHTR
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Ruane Cunniff & Goldfarb 13Fnew+152,563 sh
2026-05-15Gotham Asset Management 13Fnew+110,798 sh
2026-05-15Bridgewater Associates 13Fnew+44,991 sh
2026-05-14Caxton Associates 13Fnew+1,056 sh

5 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 CHTR for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1DODGE & COX$3.2B1
2STATE STREET CORP$1.8B1
3BlackRock, Inc.$1.5B1
4VANGUARD CAPITAL MANAGEMENT LLC$1.2B1
5Capital Research Global Investors$1.1B1
6HARRIS ASSOCIATES L P$861M1
7VANGUARD PORTFOLIO MANAGEMENT LLC$805M1
8First Eagle Investment Management, LLC$773M1
9Invesco Ltd.$634M1
10FRANKLIN RESOURCES INC$571M1
11MORGAN STANLEY$419M1
12DIMENSIONAL FUND ADVISORS LP$367M1
13UBS Group AG$260M1
14Veritas Asset Management LLP$240M1
15Capital International Investors$216M1
16Lind Value II ApS$202M1
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC$196M1
18NORTHERN TRUST CORP$182M1
19BANK OF AMERICA CORP /DE/$158M1
20UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$151M1
21Cryder Capital Partners LLP$139M1
22Allianz Asset Management GmbH$123M1
23Rothschild & Co Wealth Management UK Ltd$122M1
24AQR CAPITAL MANAGEMENT LLC$111M1
25DEUTSCHE BANK AG\$109M1
26Legal & General Group Plc$109M1
27VANGUARD FIDUCIARY TRUST CO$104M1
28ROYAL BANK OF CANADA$95.1M1
29STATE OF MICHIGAN RETIREMENT SYSTEM$93.2M1
30Long Focus Capital Management, LLC$89.6M1
31Amundi$83.6M1
32WELLS FARGO & COMPANY/MN$81.4M1
33SUSQUEHANNA INTERNATIONAL GROUP, LLP$72.8M1
34TWO SIGMA INVESTMENTS, LP$65.2M1
35CITIGROUP INC$62.5M1
36Nuveen, LLC$58.6M1
37SEI INVESTMENTS CO$54.1M1
38Swiss National Bank$53.3M1
39Mitsubishi UFJ Asset Management Co., Ltd.$44.2M1
40Connor, Clark & Lunn Investment Management Ltd.$43.9M1
41FMR LLC$42.8M1
42MILLENNIUM MANAGEMENT LLC$41.4M1
43Vanguard Global Advisers, LLC$40.6M1
44Greenstone Partners & Co., LLC$37.6M1
45ProShare Advisors LLC$37.5M1
46CALEDONIA INVESTMENTS PLC$36.6M1
47Woodline Partners LP$36.1M1
48CITADEL ADVISORS LLC$35.5M1
49National Pension Service$35.3M1
50MANUFACTURERS LIFE INSURANCE COMPANY, THE$34.8M1
51HSBC HOLDINGS PLC$33.3M1
52ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$33.2M1
53Ruane, Cunniff & Goldfarb L.P.$32.9M1
54JANE STREET GROUP, LLC$32.9M1
55EAGLE CAPITAL MANAGEMENT LLC$32.3M1
56VANGUARD ASSET MANAGEMENT, Ltd$31.1M1
57WORLDQUANT MILLENNIUM ADVISORS LLC$28.2M1
58KIZE CAPITAL LP$27.4M1
59CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$25.1M1
60Gotham Asset Management, LLC$23.9M1
61Squarepoint Ops LLC$23.3M1
62MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$21.7M1
63FIRST TRUST ADVISORS LP$21.7M1
64ALLIANCEBERNSTEIN L.P.$21.7M1
65D. E. Shaw & Co., Inc.$21.4M1
66PRINCIPAL FINANCIAL GROUP INC$20.7M1
67Susquehanna Portfolio Strategies, LLC$20.6M1
68NATIXIS$20.4M1
69RAYMOND JAMES FINANCIAL INC$19.8M1
70Vontobel Holding Ltd.$19.7M1
71CIBC Bancorp USA Inc.$18.9M1
72NEOS Investment Management LLC$18.4M1
73Capital World Investors$18.1M1
74Walleye Trading LLC$17.3M1
75EXCHANGE TRADED CONCEPTS, LLC$17.0M1
76PANAGORA ASSET MANAGEMENT INC$16.6M1
77AVIVA PLC$16.2M1
78BANK OF MONTREAL /CAN/$15.9M1
79FIL Ltd$15.7M1
80STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$15.7M1
81ROYAL LONDON ASSET MANAGEMENT LTD$14.9M1
82JUPITER ASSET MANAGEMENT LTD$14.4M1
83Meridiem Capital Partners LP$14.1M1
84DAVENPORT & Co LLC$13.2M1
85FIRST MANHATTAN CO. LLC.$13.1M1
86Mirae Asset Global Investments Co., Ltd.$13.1M1
87CastleKnight Management LP$13.0M1
88Rafferty Asset Management, LLC$12.7M1
89Korea Investment CORP$12.5M1
90BNP Paribas Asset Management Holding S.A.$12.5M1
91OSSIAM$12.0M1
92Swedbank AB$11.9M1
93PRUDENTIAL FINANCIAL INC$10.9M1
94Robeco Institutional Asset Management B.V.$10.6M1
95Pictet Asset Management Holding SA$10.5M1
96Assenagon Asset Management S.A.$10.4M1
97LPL Financial LLC$10.3M1
98DANSKE BANK A/S$10.0M1
99STATE OF WISCONSIN INVESTMENT BOARD$10.0M1
100Quantinno Capital Management LP$9.9M1
101Advisors Asset Management, Inc.$9.8M1
102Bridgewater Associates, LP$9.7M1
103Capco Asset Management, LLC$9.6M1
104CIBC Asset Management Inc$9.5M1
105ENVESTNET ASSET MANAGEMENT INC$9.2M1
106Chevy Chase Trust Holdings, LLC$9.2M1
107Vanguard Investments Australia, Ltd.$9.1M1
108SEB Asset Management AB$9.0M1
109NOMURA ASSET MANAGEMENT CO LTD$8.5M1
110APG Asset Management N.V.$8.4M1
111ALTRINSIC GLOBAL ADVISORS LLC$8.3M1
112HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$8.3M1
113TD ASSET MANAGEMENT INC$8.3M1
114Asset Management One Co., Ltd.$8.0M1
115CANADA PENSION PLAN INVESTMENT BOARD$7.8M1
116DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$7.7M1
117NATIONAL BANK OF CANADA /FI/$7.4M1
118GUGGENHEIM CAPITAL LLC$7.3M1
119KLP KAPITALFORVALTNING AS$7.2M1
120Aberdeen Group plc$6.9M1
121GATEWAY INVESTMENT ADVISERS LLC$6.9M1
122Cerity Partners LLC$6.8M1
123LMR Partners LLP$6.6M1
124Ensign Peak Advisors, Inc$6.6M1
125NISSAY ASSET MANAGEMENT CORP /JAPAN$6.5M1
126Aquatic Capital Management LLC$6.3M1
127Tidal Investments LLC$6.2M1
128SORA INVESTORS LLC$6.2M1
129State of New Jersey Common Pension Fund D$6.2M1
130Resona Asset Management Co.,Ltd.$5.9M1
131Creative Planning$5.9M1
132HBK INVESTMENTS L P$5.8M1
133Edgestream Partners, L.P.$5.7M1
134Daiwa Securities Group Inc.$5.7M1
135Zurcher Kantonalbank (Zurich Cantonalbank)$5.4M1
136CALIFORNIA FIRST LEASING CORP$5.3M1
137Tredje AP-fonden$5.2M1
138Swiss Life Asset Management Ltd$5.1M1
139Czech National Bank$5.1M1
140Arizona State Retirement System$4.9M1
141HENNESSY ADVISORS INC$4.8M1
142ING GROEP NV$4.6M1
143AMERICAN CENTURY COMPANIES INC$4.5M1
144Rakuten Investment Management, Inc.$4.5M1
145FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$4.4M1
146COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.3M1
147Callan Family Office, LLC$4.3M1
148United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$4.2M1
149Retirement Systems of Alabama$3.9M1
150IFM Investors Pty Ltd$3.9M1
151GROUP ONE TRADING LLC$3.9M1
152DnB Asset Management AS$3.9M1
153Vident Advisory, LLC$3.9M1
154Empowered Funds, LLC$3.8M1
155FIFTH THIRD BANCORP$3.7M1
156PFA Pension, Forsikringsaktieselskab$3.7M1
157VOYA INVESTMENT MANAGEMENT LLC$3.6M1
158Encore Global Management, LP$3.6M1
159STANCE CAPITAL LLC$3.4M1
160STOREBRAND ASSET MANAGEMENT AS$3.4M1
161Pacific Capital Partners Ltd$3.4M1
162OMERS ADMINISTRATION Corp$3.4M1
163WINTON GROUP Ltd$3.4M1
164PUBLIC SECTOR PENSION INVESTMENT BOARD$3.4M1
165Aviance Capital Partners, LLC$3.3M1
166SANDERS MORRIS HARRIS LLC$3.3M1
167XPONANCE LLC$3.2M1
168SHELTON CAPITAL MANAGEMENT$3.2M1
169OP Asset Management Ltd$3.1M1
170USS Investment Management Ltd$3.1M1
171MEEDER ASSET MANAGEMENT INC$3.1M1
172Utah Retirement Systems$2.9M1
173Brevan Howard Capital Management LP$2.9M1
174Baader Bank Aktiengesellschaft$2.8M1
175NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.8M1
176PROFUND ADVISORS LLC$2.7M1
177National Philanthropic Trust$2.7M1
178NORDEA INVESTMENT MANAGEMENT AB$2.7M1
179Vanguard Personalized Indexing Management, LLC$2.6M1
180III Capital Management$2.6M1
181MERCER GLOBAL ADVISORS INC /ADV$2.6M1
182BANK OF NOVA SCOTIA$2.6M1
183Eurizon Capital SGR S.p.A.$2.5M1
184LAZARD ASSET MANAGEMENT LLC$2.5M1
185BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.5M1
186Cetera Investment Advisers$2.5M1
187Sumitomo Mitsui DS Asset Management Company, Ltd$2.5M1
188HighTower Advisors, LLC$2.5M1
189Donoghue Forlines LLC$2.5M1
190MACKENZIE FINANCIAL CORP$2.4M1
191Janus Henderson Group Ltd.$2.3M1
192Texas Yale Capital Corp.$2.3M1
193Linden Thomas Advisory Services, LLC$2.3M1
194CWM, LLC$2.3M1
195Tower Research Capital LLC (TRC)$2.3M1
196Blue Trust, Inc.$2.3M1
197Kerusso Capital Management LLC$2.2M1
198SONA ASSET MANAGEMENT (US) LLC$2.2M1
199OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.1M1
200Norinchukin Bank, The$2.1M1
201Avanza Fonder AB$2.1M1
202MACQUARIE GROUP LTD$2.0M1
203MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.0M1
204Estate Counselors, LLC$2.0M1
205Headlands Technologies LLC$1.9M1
206ASR Vermogensbeheer N.V.$1.9M1
207Morningstar Investment Management LLC$1.9M1
208Harbor Advisors LLC$1.9M1
209Man Group plc$1.8M1
210Round Hill Asset Management$1.8M1
211XTX Topco Ltd$1.8M1
212DoubleLine ETF Adviser LP$1.8M1
213PRUDENTIAL PLC$1.7M1
214Corient Private Wealth LLC$1.7M1
215OSAIC HOLDINGS, INC.$1.7M1
216Howard Capital Management, LLC$1.7M1
217Osmosis Investment Management UK Ltd$1.5M1
218ONTARIO TEACHERS PENSION PLAN BOARD$1.5M1
219J. Safra Sarasin Holding AG$1.5M1
220CREDIT AGRICOLE S A$1.5M1
221Lido Advisors, LLC$1.4M1
222IMC-Chicago, LLC$1.4M1
223Vinva Investment Management Ltd$1.4M1
224Pathstone Holdings, LLC$1.4M1
225SCHRODER INVESTMENT MANAGEMENT GROUP$1.4M1
226Farringdon Capital, Ltd.$1.3M1
227O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.3M1
228Investment Management Corp of Ontario$1.3M1
229DENALI ADVISORS LLC$1.3M1
230Wealthfront Advisers LLC$1.3M1
231US BANCORP \DE\$1.3M1
232Grantham, Mayo, Van Otterloo & Co. LLC$1.3M1
233CSS LLC/IL$1.2M1
234STIFEL FINANCIAL CORP$1.2M1
235Twin Tree Management, LP$1.2M1
236TRUIST FINANCIAL CORP$1.2M1
237Capital International, Inc./CA/$1.2M1
238Atria Investments, Inc$1.1M1
239Central Pacific Bank - Trust Division$1.1M1
240Leonteq Securities AG$1.1M1
241MIZUHO SECURITIES USA LLC$1.1M1
242Mariner, LLC$1.1M1
243McKinney Capital Management, LLC$1.1M1
244CHOREO, LLC$1.1M1
245Focus Partners Wealth$1.1M1
246Capital Asset Advisory Services LLC$1.1M1
247Deseret Mutual Benefit Administrators$986K1
248Candriam S.C.A.$966K1
249BOOTHBAY FUND MANAGEMENT, LLC$966K1
250Qtron Investments LLC$961K1
251Sanctuary Advisors, LLC$957K1
252E Fund Management Co., Ltd.$941K1
253Cornerstone Capital, Inc.$939K1
254Generali Asset Management SPA SGR$937K1
255IEQ CAPITAL, LLC$935K1
256Perigon Wealth Management, LLC$933K1
257M&T BANK CORP$926K1
258Sequoia Financial Advisors, LLC$924K1
259Maryland State Retirement & Pension System$918K1
260Summit Trail Advisors, LLC$915K1
261Atlantic Union Bankshares Corp$889K1
262COMMONWEALTH EQUITY SERVICES, LLC$882K1
263AFFINITY INVESTMENT ADVISORS, LLC$875K1
264ABN AMRO INVESTMENT SOLUTIONS$862K1
265Allspring Global Investments Holdings, LLC$860K1
266Orion Porfolio Solutions, LLC$842K1
26744 WEALTH MANAGEMENT LLC$841K1
268UNITED CAPITAL FINANCIAL ADVISORS, LLC$840K1
269WINNACLE WEALTH LLC$822K1
270Annis Gardner Whiting Capital Advisors, LLC$806K1
271CIDEL ASSET MANAGEMENT INC$804K1
272Federation des caisses Desjardins du Quebec$801K1
273Ground Swell Capital, LLC$787K1
274Empirical Finance, LLC$781K1
275MUFG Securities EMEA plc$762K1
276SAXON INTERESTS, INC.$724K1
277Brookstone Capital Management$715K1
278PERSONAL CFO SOLUTIONS, LLC$674K1
279Marex Group Ltd$671K1
280Saudi Central Bank$670K1
281MAVERICK CAPITAL LTD$625K1
282TOKIO MARINE ASSET MANAGEMENT CO LTD$620K1
283Waverly Advisors, LLC$606K1
284NOMURA HOLDINGS INC$605K1
285Laird Norton Wetherby Trust Company, LLC$604K1
286OPPENHEIMER & CO INC$601K1
287NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$595K1
288Talon Private Wealth, LLC$594K1
289Merit Financial Group, LLC$563K1
290Heard Capital LLC$562K1
291CAPSTONE INVESTMENT ADVISORS, LLC$559K1
292Marble Bar Asset Management LLP$549K1
293WBI INVESTMENTS, LLC$539K1
294Metis Global Partners, LLC$524K1
295Beacon Pointe Advisors, LLC$523K1
296PFG Investments, LLC$519K1
297BENJAMIN EDWARDS INC$517K1
298Shira Ridge Wealth Management$511K1
299Armstrong, Fleming & Moore, Inc$502K1
300MML INVESTORS SERVICES, LLC$500K1
301Frank, Rimerman Advisors LLC$491K1
302ALPS ADVISORS INC$490K1
303&PARTNERS$485K1
304Schonfeld Strategic Advisors LLC$477K1
305Ashton Thomas Private Wealth, LLC$474K1
306BROWN ADVISORY INC$471K1
307EVOLVE PRIVATE WEALTH, LLC$463K1
308TWO SIGMA SECURITIES, LLC$456K1
309INTECH INVESTMENT MANAGEMENT LLC$455K1
310ICICI Prudential Asset Management Co Ltd$453K1
311HB Wealth Management, LLC$449K1
312Vise Technologies, Inc.$444K1
313Chemistry Wealth Management LLC$433K1
314Engineers Gate Manager LP$433K1
315MYDA Advisors LLC$432K1
316Volterra Technologies LP$405K1
317YHB Investment Advisors, Inc.$384K1
318Lansforsakringar Fondforvaltning AB (publ)$383K1
319Bull Harbor Capital LLC$383K1
320FULTON BREAKEFIELD BROENNIMAN LLC$381K1
321NewEdge Advisors, LLC$380K1
322TEMA ETFS LLC$376K1
323Rockefeller Capital Management L.P.$357K1
324Cambria Investment Management, L.P.$354K1
325Sendero Wealth Management, LLC$353K1
326111 Capital$350K1
327CHIRON CAPITAL MANAGEMENT, LLC$347K1
328Credit Capital Investments LLC$345K1
329Tempus Wealth Planning, LLC$342K1
330COLDSTREAM CAPITAL MANAGEMENT INC$334K1
331ASAHI LIFE ASSET MANAGEMENT CO., LTD.$333K1
332Savant Capital, LLC$307K1
333Hennion & Walsh Asset Management, Inc.$299K1
334Hi-Line Capital Management, LLC$296K1
335BAXTER BROS INC$295K1
336Cooper Financial Group$288K1
337Sagewood Asset Management LP$287K1
338PRINCIPAL SECURITIES, INC.$283K1
339Independent Advisor Alliance$283K1
340Pure Financial Advisors, LLC$280K1
341BALYASNY ASSET MANAGEMENT L.P.$277K1
342Pallas Capital Advisors LLC$271K1
343TEACHER RETIREMENT SYSTEM OF TEXAS$271K1
344COMMERCE BANK$270K1
345Sovran Advisors, LLC$267K1
346Siemens Fonds Invest GmbH$262K1
347MIRABELLA FINANCIAL SERVICES LLP$259K1
348KEYBANK NATIONAL ASSOCIATION/OH$253K1
349Aprio Wealth Management, LLC$250K1
350Argyle Capital Management, LLC$250K1
351Ballentine Partners, LLC$247K1
352PEAK6 LLC$247K1
353ASPIRIANT, LLC$240K1
354Composition Wealth, LLC$238K1
355Institute for Wealth Management, LLC.$234K1
356Trust Asset Management LLC$233K1
357NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$230K1
358Savvy Advisors, Inc.$229K1
359Chicago Partners Investment Group LLC$228K1
360CAXTON ASSOCIATES LLP$228K1
361Private Advisor Group, LLC$226K1
362FLORIDA FINANCIAL ADVISORS, LLC$226K1
363Portside Wealth Group, LLC$226K1
364PURSUIT WEALTH STRATEGIES, LLC$226K1
365QUADRANT CAPITAL GROUP LLC$220K1
366Elser Financial Planning, Inc$214K1
367FIDUCIARY TRUST CO$211K1
368BTG Pactual Asset Management US LLC$211K1
369Athena Wealth Management, LLC$210K1
370EP Wealth Advisors, LLC$207K1
371Krilogy Financial LLC$204K1
372GTS SECURITIES LLC$203K1
373Sivia Capital Partners, LLC$200K1
374Steward Partners Investment Advisory, LLC$193K1
375Allworth Financial LP$180K1
376EFG International AG$170K1
377SUMITOMO MITSUI FINANCIAL GROUP, INC.$151K1
378WEITZ INVESTMENT MANAGEMENT, INC.$140K1
379UMB Bank, n.a.$138K1
380E Fund Management (Hong Kong) Co., Ltd.$102K1
381MAI Capital Management$90.5K1
382WESTPAC BANKING CORP$90.0K1
383Grove Bank & Trust$90.0K1
384Clearstead Advisors, LLC$81.8K1
385FEDERATED HERMES, INC.$78.4K1
386Opal Wealth Advisors, LLC$73.0K1
387Smartleaf Asset Management LLC$70.5K1
388AlphaCentric Advisors LLC$58.5K1
389Caitlin John, LLC$56.1K1
390Pinnacle Wealth Planning Services, Inc.$55.7K1
391GHP Investment Advisors, Inc.$54.3K1
392Bayforest Capital Ltd$54.0K1
393Parkside Financial Bank & Trust$49.9K1
394Asset Dedication, LLC$48.8K1
395TD Waterhouse Canada Inc.$46.9K1
396Pflug Koory, LLC$44.0K1
397CVA Family Office, LLC$39.9K1
398Manchester Capital Management LLC$39.7K1
399Owl Creek Wealth Partners LLC$36.7K1
400Transamerica Financial Advisors, LLC$34.1K1
401Arax Advisory Partners$32.4K1
402ARMSTRONG ADVISORY GROUP, INC$27.0K1
403Cassaday & Co Wealth Management LLC$25.0K1
404TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$23.5K1
405MCF Advisors LLC$23.3K1
406Alphadyne Asset Management LP$23.1K1
407Johnson Financial Group, Inc.$22.7K1
408SOUTHERN MICHIGAN BANK & TRUST$21.6K1
409Costello Asset Management, INC$21.6K1
410CENTRAL TRUST Co$21.2K1
411Activest Wealth Management$19.9K1
412Larson Financial Group LLC$17.3K1
413South Dakota Investment Council$17.1K1
414MV CAPITAL MANAGEMENT, INC.$17.1K1
415MATHER GROUP, LLC.$16.4K1
416SJS Investment Consulting Inc.$15.8K1
417Jackson, Grant Investment Advisers, Inc.$14.9K1
418ASSETMARK, INC$14.0K1
419CANADA LIFE ASSURANCE Co$14.0K1
420BARRETT & COMPANY, INC.$14.0K1
421SALEM INVESTMENT COUNSELORS INC$13.8K1
422Treasurer of the State of North Carolina$13.0K1
423True Wealth Design, LLC$12.5K1
424Catalyst Capital Advisors LLC$11.9K1
425Wall Street Financial Group, Inc.$11.9K1
426Kilter Group LLC$11.0K1
427FINANCIAL CONSULATE, INC$10.4K1
428AMERIFLEX GROUP, INC.$10.4K1
429Medallion Wealth Advisors, LLC$9.3K1
430Glass Jacobson Investment Advisors llc$8.6K1
431Rakuten Securities, Inc.$8.6K1
432DT Investment Partners, LLC$8.4K1
433Kemnay Advisory Services Inc.$8.4K1
434ELEVATION WEALTH PARTNERS, LLC$7.6K1
435DekaBank Deutsche Girozentrale$7.5K1
436Caldwell Trust Co$7.3K1
437Sachetta, LLC$7.1K1
438KBC Group NV$7.1K1
439JFS WEALTH ADVISORS, LLC$6.9K1
440Vanguard National Trust Co$6.9K1
441MONTAG A & ASSOCIATES INC$6.5K1
442Prestige Wealth Management Group LLC$6.3K1
443Cranbrook Wealth Management, LLC$6.0K1
444DiNuzzo Private Wealth, Inc.$6.0K1
445Private Wealth Management Group, LLC$6.0K1
446SHP Wealth Management$5.9K1
447Keating Financial Advisory Services, Inc.$5.8K1
448Smallwood Wealth Investment Management, LLC$5.8K1
449PROSPERITY BANCSHARES INC$5.2K1
450HM PAYSON & CO$4.8K1
451ALBION FINANCIAL GROUP /UT$4.8K1
452Financial Freedom, LLC$4.3K1
453Reyes Financial Architecture, Inc.$4.3K1
454EDMOND DE ROTHSCHILD HOLDING S.A.$3.9K1
455BEACON INVESTMENT ADVISORY SERVICES, INC.$3.7K1
456Cromwell Holdings LLC$3.7K1
457Clayton Financial Group LLC$3.7K1
458Physician Wealth Advisors, Inc.$3.5K1
459Rialto Wealth Management, LLC$3.5K1
460iA Global Asset Management Inc.$3.3K1
461Abound Wealth Management$3.2K1
462WealthCollab, LLC$3.0K1
463Tradewinds Capital Management, LLC$3.0K1
464State of Alaska, Department of Revenue$2.8K1
465BROWN, LISLE/CUMMINGS, INC.$2.8K1
466AMICA MUTUAL INSURANCE CO$2.7K1
467SouthState Bank Corp$2.6K1
468Center for Financial Planning, Inc.$2.6K1
469Fairman Group, LLC$2.6K1
470ALERUS FINANCIAL NA$2.4K1
471Raleigh Capital Management Inc.$2.2K1
472Portus Wealth Advisors, LLC$2.2K1
473Bell Investment Advisors, Inc$1.9K1
474Signature Resources Capital Management, LLC$1.9K1
475Elevated Capital Advisors, LLC$1.5K1
476Ilmarinen Mutual Pension Insurance Co$1.4K1
477CALDWELL SUTTER CAPITAL, INC.$1.3K1
478DUNCKER STREETT & CO INC$1.3K1
479Vestcor Inc$1.3K1
480Marquette Asset Management, LLC$1.1K1
481WOLFF WIESE MAGANA LLC$1.1K1
482American Capital Advisory, LLC$1.1K1
483Wilmington Savings Fund Society, FSB$1.1K1
484Destiny Wealth Partners, LLC$1.1K1
485PayPay Securities Corp$9441
486Vermillion Wealth Management, Inc.$8641
487Evergreen Advisors, LLC$8641
488DHJJ Financial Advisors, Ltd.$8641
489Godfrey Financial Associates, Inc.$7561
490VAN ECK ASSOCIATES CORP$7341
491THRIVENT FINANCIAL FOR LUTHERANS$7041
492Virtu Financial LLC$7001
493Community Financial Services Group, LLC$6491
494Cornerstone National Bank & Trust Co$6491
495Centiva Capital, LP$6481
496Pacific Center for Financial Services$6481
497Quaker Wealth Management, LLC$6481
498HHM Wealth Advisors, LLC$6481
499MBM WEALTH CONSULTANTS, LLC$6481
500Cetera Trust Company, N.A$6481
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)2 buy / 1 sell
Congress net ($ bound)−$13.0K to $29.0K
Filers net (actions)not in build
Filers net ($ 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 CHTR

RETAINED WINDOW · ACTIVE HITS
Signal hits naming CHTR
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 CHTR · financials and macro

Financials — as filed PLANNED

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