Public record / Tickers / CI

CI — Cigna Group

Both disclosure regimes on one name: who in Congress filed about CI, 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
84
all PTR rows naming CI
Members · 12m
5
3 buys · 9 sells · by trade date
Latest PTR
08-05
filed 2026-08-05
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

Thomas R. Suozzi · $50.0K–$100K

Sale · traded 2019-11-18 → filed 2022-12-19. Ranked over every CI row by the provable lower bound, never a point estimate.

5 members · 3 buys / 9 sells

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

22 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

27 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. 27 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CI
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Julie Johnson D–TX-32Purchase · JT (jointly owned)Traded 2025-09-23 LATE·316d$1K–$15K
2026-08-05Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 2025-09-23 LATE·316d$1K–$15K
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-04-30Jared Moskowitz D–FL-23SaleTraded 03-23 +38d$1K–$15K
2026-04-30Jared Moskowitz D–FL-23Sale · DC (dependent-child-owned)Traded 03-23 +38d$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 84 ↗

Members active in CI

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing CI 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.
Julie Johnson D–TX-325−$59.0K to $11.0K4
Gilbert Ray Cisneros, Jr. D–CA-313−$29.0K to $13.0K2
Jared Moskowitz D–FL-232−$30.0K to −$2.0K3
Alan Armstrong R–OK1$1.0K to $15.0K2
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

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

Congress ↔ notable managers · CI

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

Congress · last 90 days

Buyers
2 Alan Armstrong R–OK, Julie Johnson D–TX-32 $2K–$30K
Sellers
1 Julie Johnson D–TX-32 $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Trimming
1 Bridgewater Associates $61.0M held

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

Merged timeline of congressional filings and notable-manager moves on CI
DateWhoChangeSize
2026-08-05Julie Johnson CongressPurchase$1K–$15K
2026-08-05Julie Johnson CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Glenview Capital 13Fadd+219,474 sh
2026-05-15Gotham Asset Management 13Fadd+40,496 sh
2026-05-15Moore Capital Management 13Fadd+25,753 sh
2026-05-15Bridgewater Associates 13Ftrim−115,959 sh
2026-05-14Caxton Associates 13Fnew+7,689 sh

8 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 CI for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$6.0B1
2VANGUARD CAPITAL MANAGEMENT LLC$4.6B1
3STATE STREET CORP$3.3B1
4MASSACHUSETTS FINANCIAL SERVICES CO /MA/$3.1B1
5DODGE & COX$3.1B1
6FMR LLC$2.9B1
7Sanders Capital, LLC$2.7B1
8GEODE CAPITAL MANAGEMENT, LLC$1.6B1
9VANGUARD PORTFOLIO MANAGEMENT LLC$1.6B1
10GQG Partners LLC$1.6B1
11MORGAN STANLEY$916M1
12BANK OF AMERICA CORP /DE/$849M1
13ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$763M1
14AMERIPRISE FINANCIAL INC$742M1
15NORTHERN TRUST CORP$721M1
16Grantham, Mayo, Van Otterloo & Co. LLC$693M1
17AQR CAPITAL MANAGEMENT LLC$672M1
18Invesco Ltd.$665M1
19UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$656M1
20DIMENSIONAL FUND ADVISORS LP$647M1
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC$582M1
22Legal & General Group Plc$554M1
23Nuveen, LLC$493M1
24Boston Partners$474M1
25Bank of New York Mellon Corp$450M1
26Amundi$413M1
27VANGUARD FIDUCIARY TRUST CO$396M1
28Capital Research Global Investors$352M1
29DEUTSCHE BANK AG\$349M1
30Capital World Investors$347M1
31NORDEA INVESTMENT MANAGEMENT AB$332M1
32RAYMOND JAMES FINANCIAL INC$309M1
33VICTORY CAPITAL MANAGEMENT INC$297M1
34BRANDES INVESTMENT PARTNERS, LP$269M1
35UBS Group AG$242M1
36MANUFACTURERS LIFE INSURANCE COMPANY, THE$241M1
37SEI INVESTMENTS CO$231M1
38FRANKLIN RESOURCES INC$212M1
39National Pension Service$210M1
40Swiss National Bank$209M1
41Sumitomo Mitsui Trust Group, Inc.$203M1
42BARCLAYS PLC$202M1
43Focused Investors LLC$186M1
44BANK OF MONTREAL /CAN/$185M1
45HSBC HOLDINGS PLC$177M1
46Swedbank AB$177M1
47Allianz Asset Management GmbH$173M1
48WELLS FARGO & COMPANY/MN$172M1
49TWO SIGMA INVESTMENTS, LP$171M1
50Vanguard Global Advisers, LLC$168M1
51SUSQUEHANNA INTERNATIONAL GROUP, LLP$161M1
52Mitsubishi UFJ Asset Management Co., Ltd.$160M1
53Walleye Trading LLC$160M1
54PZENA INVESTMENT MANAGEMENT LLC$154M1
55CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$152M1
56ROYAL BANK OF CANADA$146M1
57VANGUARD ASSET MANAGEMENT, Ltd$142M1
58Ensign Peak Advisors, Inc$141M1
59GLENVIEW CAPITAL MANAGEMENT, LLC$133M1
60HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$133M1
61Assenagon Asset Management S.A.$131M1
62ENVESTNET ASSET MANAGEMENT INC$126M1
63CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$118M1
64CANADA PENSION PLAN INVESTMENT BOARD$117M1
65LAKEWOOD CAPITAL MANAGEMENT, LP$114M1
66MENORA MIVTACHIM HOLDINGS LTD.$105M1
67CITIGROUP INC$103M1
68NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$97.1M1
69PARNASSUS INVESTMENTS, LLC$92.3M1
70ADAGE CAPITAL PARTNERS GP, L.L.C.$92.2M1
71CITADEL ADVISORS LLC$88.8M1
72COOPERMAN LEON G$86.7M1
73PRUDENTIAL FINANCIAL INC$86.5M1
74PRINCIPAL FINANCIAL GROUP INC$82.8M1
75Man Group plc$81.7M1
76Universal- Beteiligungs- und Servicegesellschaft mbH$79.8M1
77Connor, Clark & Lunn Investment Management Ltd.$79.4M1
78HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$78.2M1
79ALLIANCEBERNSTEIN L.P.$78.1M1
80AVIVA PLC$64.2M1
81TD ASSET MANAGEMENT INC$63.6M1
82LPL Financial LLC$63.5M1
83STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$61.6M1
84Bridgewater Associates, LP$61.0M1
85STATE OF MICHIGAN RETIREMENT SYSTEM$60.9M1
86Aberdeen Group plc$59.8M1
87WORLDQUANT MILLENNIUM ADVISORS LLC$59.4M1
88RENAISSANCE TECHNOLOGIES LLC$58.4M1
89FIRST TRUST ADVISORS LP$58.1M1
90Prana Capital Management, LP$57.1M1
91Susquehanna Portfolio Strategies, LLC$55.4M1
92Quantinno Capital Management LP$54.7M1
93Korea Investment CORP$53.9M1
94NATIONAL BANK OF CANADA /FI/$52.4M1
95AMERICAN CENTURY COMPANIES INC$52.2M1
96Mitsubishi UFJ Trust & Banking Corp$50.7M1
97PFA Pension, Forsikringsaktieselskab$50.7M1
98SEIZERT CAPITAL PARTNERS, LLC$49.4M1
99STOREBRAND ASSET MANAGEMENT AS$48.7M1
100HOMESTEAD ADVISERS CORP$48.5M1
101Retirement Systems of Alabama$48.0M1
102Mariner, LLC$47.7M1
103Ranmore Fund Management Ltd$46.7M1
104BNP Paribas Asset Management Holding S.A.$46.1M1
105O'SHAUGHNESSY ASSET MANAGEMENT, LLC$45.4M1
106AMF Tjanstepension AB$44.3M1
107APG Asset Management N.V.$43.4M1
108Qube Research & Technologies Ltd$43.3M1
109ZACKS INVESTMENT MANAGEMENT$41.3M1
110AustralianSuper Pty Ltd$41.2M1
111Corient Private Wealth LLC$40.8M1
112Pictet Asset Management Holding SA$39.8M1
113STATE OF WISCONSIN INVESTMENT BOARD$38.9M1
114Robeco Institutional Asset Management B.V.$38.3M1
115WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$37.1M1
116BOONE CAPITAL MANAGEMENT LLC$36.7M1
117NOMURA ASSET MANAGEMENT CO LTD$36.3M1
118Zurcher Kantonalbank (Zurich Cantonalbank)$36.2M1
119Vanguard Investments Australia, Ltd.$35.5M1
120CONNING INC.$35.5M1
121Cerity Partners LLC$34.8M1
122Chevy Chase Trust Holdings, LLC$34.8M1
123KEYBANK NATIONAL ASSOCIATION/OH$34.3M1
124MILLENNIUM MANAGEMENT LLC$33.5M1
125Seven Springs Wealth Group, LLC$33.1M1
126COMMONWEALTH EQUITY SERVICES, LLC$33.1M1
127United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$33.0M1
128NATIXIS$32.8M1
129WILSEY ASSET MANAGEMENT INC$32.3M1
130Asset Management One Co., Ltd.$32.3M1
131Marex Group Ltd$32.1M1
132PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$32.0M1
133FIL Ltd$32.0M1
134Polar Capital Holdings Plc$31.0M1
135ROYAL LONDON ASSET MANAGEMENT LTD$31.0M1
136CIBC Bancorp USA Inc.$30.4M1
137ASSOCIATED BANC-CORP$29.8M1
138Crossmark Global Holdings, Inc.$29.8M1
139CWM, LLC$29.7M1
140AIA Group Ltd$29.1M1
141SCHRODER INVESTMENT MANAGEMENT GROUP$29.0M1
142Distillate Capital Partners LLC$28.6M1
143TEACHER RETIREMENT SYSTEM OF TEXAS$27.1M1
144STIFEL FINANCIAL CORP$27.0M1
145Gotham Asset Management, LLC$26.9M1
146Empowered Funds, LLC$26.5M1
147MOORE CAPITAL MANAGEMENT, LP$26.5M1
148Bellevue Group AG$26.2M1
149SIMPLEX TRADING, LLC$26.2M1
150Creative Planning$25.5M1
151Allspring Global Investments Holdings, LLC$25.3M1
152TAM Capital Management Inc.$25.3M1
153MARCO INVESTMENT MANAGEMENT LLC$25.2M1
154FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$25.0M1
155IMC-Chicago, LLC$24.7M1
156Voleon Capital Management LP$24.5M1
157State of New Jersey Common Pension Fund D$24.3M1
158Resona Asset Management Co.,Ltd.$23.6M1
159DME Capital Management, LP$23.6M1
160IEQ CAPITAL, LLC$23.2M1
161Squarepoint Ops LLC$23.2M1
162VOYA INVESTMENT MANAGEMENT LLC$22.9M1
163Daiwa Securities Group Inc.$22.8M1
164Cetera Investment Advisers$22.3M1
165SEB Asset Management AB$22.1M1
166JUPITER ASSET MANAGEMENT LTD$22.0M1
167US BANCORP \DE\$21.9M1
168LAZARD ASSET MANAGEMENT LLC$21.8M1
169JANE STREET GROUP, LLC$21.3M1
170Eurizon Capital SGR S.p.A.$21.2M1
171TORONTO DOMINION BANK$20.7M1
172BANK OF NOVA SCOTIA$20.7M1
173FIFTH THIRD BANCORP$20.4M1
174Tredje AP-fonden$20.4M1
175Employees Provident Fund Board$20.3M1
176Walleye Capital LLC$20.1M1
177Arizona State Retirement System$19.5M1
178Stack Financial Management, Inc$19.5M1
179PORTLAND INVESTMENT COUNSEL INC.$19.3M1
180Czech National Bank$19.1M1
181HighTower Advisors, LLC$18.8M1
182Schonfeld Strategic Advisors LLC$18.8M1
183BRUNI J V & CO /CO$18.6M1
184CIBC Asset Management Inc$18.4M1
185Mirae Asset Global Investments Co., Ltd.$17.7M1
186ASSETMARK, INC$17.5M1
187MACKENZIE FINANCIAL CORP$17.4M1
188MERCER GLOBAL ADVISORS INC /ADV$17.2M1
189Calamos Advisors LLC$17.0M1
190BloombergSen Inc.$16.9M1
191COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$16.4M1
192WELLINGTON MANAGEMENT GROUP LLP$16.1M1
193IFM Investors Pty Ltd$15.8M1
194TRUIST FINANCIAL CORP$15.6M1
195Swiss Life Asset Management Ltd$15.5M1
196MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$14.9M1
197XPONANCE LLC$14.7M1
198Foster Victor Wealth Advisors, LLC$14.2M1
199Focus Partners Wealth$14.2M1
200GUGGENHEIM CAPITAL LLC$14.1M1
201W.G. Shaheen & Associates DBA Whitney & Co$13.9M1
202JACOBS LEVY EQUITY MANAGEMENT, INC$13.3M1
203Running Oak Capital LLC$13.3M1
204Rockefeller Capital Management L.P.$13.1M1
205GLENMEDE TRUST CO NA$13.0M1
206Varma Mutual Pension Insurance Co$12.9M1
207Moran Wealth Management, LLC$12.9M1
208Pathstone Holdings, LLC$12.9M1
209COLRAIN CAPITAL LLC$12.8M1
210OAK ASSOCIATES LTD /OH/$12.7M1
211Candriam S.C.A.$12.6M1
212ProShare Advisors LLC$12.5M1
213Tidal Investments LLC$12.0M1
214ExodusPoint Capital Management, LP$11.9M1
215Ethic Inc.$11.6M1
216OPPENHEIMER ASSET MANAGEMENT INC.$11.6M1
217USS Investment Management Ltd$11.4M1
218Utah Retirement Systems$11.4M1
219PUBLIC SECTOR PENSION INVESTMENT BOARD$11.3M1
220Elo Mutual Pension Insurance Co$11.2M1
221COMMERCE BANK$11.1M1
222Orion Porfolio Solutions, LLC$11.0M1
223Baird Financial Group, Inc.$10.8M1
224FIRST NATIONAL BANK OF OMAHA$10.8M1
225Beacon Pointe Advisors, LLC$10.8M1
226Vanguard Personalized Indexing Management, LLC$10.8M1
227OSAIC HOLDINGS, INC.$10.6M1
228Sanctuary Advisors, LLC$10.6M1
229Nepsis Inc.$10.6M1
230GROUP ONE TRADING LLC$10.6M1
231M&T BANK CORP$10.5M1
232NEW YORK LIFE INVESTMENT MANAGEMENT LLC$10.4M1
233Sumitomo Mitsui DS Asset Management Company, Ltd$10.4M1
234BLAIR WILLIAM & CO/IL$10.3M1
235NEOS Investment Management LLC$10.2M1
236Rakuten Investment Management, Inc.$10.1M1
237Aristotle Atlantic Partners, LLC$10.1M1
238TD Waterhouse Canada Inc.$10.1M1
239BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$9.8M1
240CIBC WORLD MARKET INC.$9.8M1
241MML INVESTORS SERVICES, LLC$9.8M1
242Freestone Capital Holdings, LLC$9.8M1
243MACQUARIE GROUP LTD$9.7M1
244Allworth Financial LP$9.4M1
245Cambria Investment Management, L.P.$9.3M1
246NISSAY ASSET MANAGEMENT CORP /JAPAN$9.3M1
247Vinva Investment Management Ltd$9.3M1
248PRUDENTIAL PLC$9.2M1
249ASR Vermogensbeheer N.V.$9.2M1
250NewEdge Advisors, LLC$9.1M1
251ING GROEP NV$9.1M1
252Dana Investment Advisors, Inc.$9.0M1
253Callan Family Office, LLC$8.9M1
254Federation des caisses Desjardins du Quebec$8.8M1
255MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.7M1
256Kingsview Wealth Management, LLC$8.7M1
257Investment Management Corp of Ontario$8.6M1
258B. Metzler seel. Sohn & Co. AG$8.5M1
259Janus Henderson Group Ltd.$8.5M1
260BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$8.4M1
261VAN DEN BERG MANAGEMENT I, INC$8.3M1
262Hi-Line Capital Management, LLC$8.3M1
263Osmosis Investment Management UK Ltd$8.3M1
264Steward Partners Investment Advisory, LLC$8.2M1
265CALIFORNIA FIRST LEASING CORP$8.2M1
266OREGON PUBLIC EMPLOYEES RETIREMENT FUND$8.1M1
267NEW ENGLAND ASSET MANAGEMENT INC$8.0M1
268Lido Advisors, LLC$7.8M1
269BANQUE PICTET & CIE SA$7.8M1
270Turtle Creek Wealth Advisors, LLC$7.7M1
271AE Wealth Management LLC$7.6M1
272Point72 Asset Management, L.P.$7.5M1
273OP Asset Management Ltd$7.3M1
274THOMPSON INVESTMENT MANAGEMENT, INC.$7.1M1
275Vontobel Holding Ltd.$7.0M1
276BROWN ADVISORY INC$7.0M1
277Danica Pension, Livsforsikringsaktieselskab$7.0M1
278TrueMark Investments, LLC$6.9M1
279Badgley Phelps Wealth Managers, LLC$6.9M1
280CREDIT AGRICOLE S A$6.9M1
281MUFG Securities EMEA plc$6.9M1
282Verition Fund Management LLC$6.9M1
283GHP Investment Advisors, Inc.$6.8M1
284LBP AM SA$6.7M1
285COBALT CAPITAL MANAGEMENT, INC.$6.7M1
286D. E. Shaw & Co., Inc.$6.6M1
287ALLIANZ SE$6.5M1
288Marks Group Wealth Management, Inc$6.3M1
289Generali Asset Management SPA SGR$6.2M1
290NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6.1M1
291UniSuper Management Pty Ltd$6.0M1
292ENGLISH CAPITAL MANAGEMENT LLC$5.9M1
293SCS Capital Management LLC$5.9M1
294RWA WEALTH PARTNERS, LLC$5.6M1
295Oxbow Advisors, LLC$5.6M1
296Stamos Capital Partners, L.P.$5.5M1
297Glenview Trust Co$5.5M1
298Rafferty Asset Management, LLC$5.4M1
299Aviance Capital Partners, LLC$5.3M1
300Continuum Advisory, LLC$5.2M1
301CI INVESTMENTS INC.$5.2M1
302&PARTNERS$5.2M1
303Banque Cantonale Vaudoise$5.1M1
304HB Wealth Management, LLC$5.1M1
305Avanza Fonder AB$5.1M1
306Hudson Capital Management LLC$5.1M1
307Te Ahumairangi Investment Management Ltd$5.1M1
308DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$5.0M1
309D.A. DAVIDSON & CO.$5.0M1
310Wealthfront Advisers LLC$5.0M1
311Illinois Municipal Retirement Fund$5.0M1
312PANAGORA ASSET MANAGEMENT INC$5.0M1
313Atria Investments, Inc$4.9M1
314M&G Plc$4.8M1
315Concurrent Investment Advisors, LLC$4.7M1
316Northwest & Ethical Investments L.P.$4.7M1
317Groupe la Francaise$4.7M1
318ROMAN BUTLER FULLERTON & CO$4.7M1
319AUXIER ASSET MANAGEMENT LLC$4.6M1
320Composition Wealth, LLC$4.6M1
321FORA Capital, LLC$4.6M1
322PRINCIPAL SECURITIES, INC.$4.6M1
323Atom Investors LP$4.5M1
324Norinchukin Bank, The$4.5M1
325Kestra Advisory Services, LLC$4.5M1
326QRG CAPITAL MANAGEMENT, INC.$4.5M1
327Zurich Insurance Group Ltd/FI$4.5M1
328Aquatic Capital Management LLC$4.5M1
329HOHIMER WEALTH MANAGEMENT, LLC$4.4M1
330Caprock Group, LLC$4.4M1
331MIZUHO SECURITIES USA LLC$4.2M1
332Pine Valley Investments Ltd Liability Co$4.2M1
333MAI Capital Management$4.2M1
334Calamos Wealth Management LLC$4.2M1
335FIDUCIARY TRUST CO$4.2M1
336Sterling Capital Management LLC$4.2M1
337Mubadala Investment Co PJSC$4.1M1
338Laird Norton Wetherby Trust Company, LLC$4.1M1
339Radnor Capital Management, LLC$4.1M1
340Bleakley Financial Group, LLC$4.1M1
341Aptus Capital Advisors, LLC$4.0M1
342Goelzer Investment Management, Inc.$4.0M1
343Kintegral Advisory, LLC$4.0M1
344Waverly Advisors, LLC$4.0M1
345Private Advisor Group, LLC$4.0M1
346BARROW HANLEY MEWHINNEY & STRAUSS LLC$3.9M1
347Cullen Capital Management, LLC$3.9M1
348Empower Advisory Group, LLC$3.8M1
349Parallax Volatility Advisers, L.P.$3.8M1
350INTECH INVESTMENT MANAGEMENT LLC$3.8M1
351RBA Wealth Management, LLC$3.8M1
352NLB Skladi, upravljanje premozenja, d.o.o.$3.7M1
353Merit Financial Group, LLC$3.6M1
354Maryland State Retirement & Pension System$3.6M1
355Douglass Winthrop Advisors, LLC$3.6M1
356Neo Ivy Capital Management$3.6M1
357Empirical Finance, LLC$3.5M1
358PARUS FINANCE (UK) Ltd$3.5M1
359AGF MANAGEMENT LTD$3.5M1
360OMERS ADMINISTRATION Corp$3.5M1
361Envestnet Portfolio Solutions, Inc.$3.5M1
362GREAT VALLEY ADVISOR GROUP, INC.$3.4M1
363UNITED CAPITAL FINANCIAL ADVISORS, LLC$3.4M1
364Unison Advisors LLC$3.4M1
365ODDO BHF ASSET MANAGEMENT SAS$3.4M1
366PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$3.3M1
367Factorial Partners, LLC$3.3M1
368ABN AMRO INVESTMENT SOLUTIONS$3.3M1
369EXCHANGE TRADED CONCEPTS, LLC$3.3M1
370Vident Advisory, LLC$3.3M1
371Y-Intercept (Hong Kong) Ltd$3.3M1
372Siemens Fonds Invest GmbH$3.2M1
373Waterfront Wealth Inc.$3.2M1
374Quinn Opportunity Partners LLC$3.2M1
375MONETA GROUP INVESTMENT ADVISORS LLC$3.2M1
376Machina Capital S.A.S.$3.2M1
377Graham Capital Management, L.P.$3.1M1
378KMG FIDUCIARY PARTNERS, LLC$3.1M1
379Wallace Advisory Group, LLC$3.1M1
380Savant Capital, LLC$3.1M1
381Patriot Financial Group Insurance Agency, LLC$3.1M1
382AG2R LA MONDIALE GESTION D'ACTIFS$3.0M1
383Wilmington Savings Fund Society, FSB$2.9M1
384OCCUDO QUANTITATIVE STRATEGIES LP$2.9M1
385Livforsakringsbolaget Skandia, Omsesidigt$2.9M1
386CMH Wealth Management LLC$2.9M1
387Perigon Wealth Management, LLC$2.9M1
388OPPENHEIMER & CO INC$2.8M1
389Sequoia Financial Advisors, LLC$2.8M1
390SteelPeak Wealth, LLC$2.8M1
391Woodline Partners LP$2.8M1
392Linscomb Wealth, Inc.$2.8M1
393Key FInancial Inc$2.8M1
394EP Wealth Advisors, LLC$2.8M1
395CHOREO, LLC$2.8M1
396Apollon Wealth Management, LLC$2.7M1
397apricus wealth, LLC$2.7M1
398Convergence Investment Partners, LLC$2.7M1
399Mystic Asset Management, Inc.$2.7M1
400CENTRAL TRUST Co$2.7M1
401Summit Financial, LLC$2.7M1
402American Assets Investment Management, LLC$2.7M1
403NorthCrest Asset Manangement, LLC$2.7M1
404Essex Financial Services, Inc.$2.6M1
405FIRST CITIZENS BANK & TRUST CO$2.6M1
406Metis Global Partners, LLC$2.6M1
407OneDigital Investment Advisors LLC$2.6M1
408BUILDER INVESTMENT GROUP INC /ADV$2.5M1
409EFG International AG$2.5M1
410Quantbot Technologies LP$2.5M1
411FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.5M1
412AIMZ Investment Advisors, LLC$2.5M1
413Acumen Wealth Advisors, LLC$2.5M1
414Bank Pictet & Cie (Europe) AG$2.4M1
415Moors & Cabot, Inc.$2.4M1
416PKO Investment Management Joint-Stock Co$2.4M1
417Vise Technologies, Inc.$2.4M1
418Advisors Asset Management, Inc.$2.4M1
419TOKIO MARINE ASSET MANAGEMENT CO LTD$2.4M1
420JB Capital LLC$2.4M1
421Providence Capital Advisors, LLC$2.3M1
422WELCH & FORBES LLC$2.3M1
423Summit Trail Advisors, LLC$2.3M1
424Oak Thistle LLC$2.3M1
425Chesley Taft & Associates LLC$2.3M1
426NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.2M1
427EagleClaw Capital Managment, LLC$2.2M1
428Dai-ichi Life Insurance Company, Ltd$2.2M1
429Integrated Advisors Network LLC$2.2M1
430Engineers Gate Manager LP$2.2M1
431GATEWAY INVESTMENT ADVISERS LLC$2.2M1
432Alexander Randolph Advisory, Inc.$2.2M1
433Rhenman & Partners Asset Management AB$2.1M1
434Arax Advisory Partners$2.1M1
435Focus Partners Advisor Solutions, LLC$2.1M1
436Wedmont Private Capital$2.1M1
437TWIN CAPITAL MANAGEMENT INC$2.1M1
438CAXTON ASSOCIATES LLP$2.1M1
439GRIFFIN ASSET MANAGEMENT, INC.$2.1M1
440Chicago Partners Investment Group LLC$2.0M1
441North Dakota State Investment Board$2.0M1
442SIGNET FINANCIAL MANAGEMENT, LLC$2.0M1
443Pinnacle Financial Partners, Inc.$1.9M1
444Sowell Financial Services LLC$1.9M1
445Estate Counselors, LLC$1.9M1
446Choate Investment Advisors$1.9M1
447SECURIAN ASSET MANAGEMENT, INC$1.9M1
448Sivia Capital Partners, LLC$1.9M1
449COLDSTREAM CAPITAL MANAGEMENT INC$1.9M1
450MASTERINVEST Kapitalanlage GmbH$1.9M1
451Gibbs Wealth Management$1.9M1
4523Chopt Investment Partners, LLC$1.8M1
453Clearstead Advisors, LLC$1.8M1
454AXQ CAPITAL, LP$1.8M1
455Hudson Canyon Capital Management$1.8M1
456U.S. Capital Wealth Advisors, LLC$1.8M1
457Weaver C. Barksdale & Associates, Inc.$1.8M1
458Family Legacy, Inc.$1.8M1
459REGIONS FINANCIAL CORP$1.8M1
460EXENCIAL WEALTH ADVISORS, LLC$1.7M1
461Mork Capital Management, LLC$1.7M1
462DAVENPORT & Co LLC$1.7M1
463EDMP, INC.$1.7M1
464MEEDER ASSET MANAGEMENT INC$1.7M1
465AlphaCore Capital LLC$1.7M1
466Center for Wealth Management Advisory$1.7M1
467CIDEL ASSET MANAGEMENT INC$1.7M1
468CAPITAL CITY TRUST CO/FL$1.7M1
469COOKSON PEIRCE & CO INC$1.7M1
470Meiji Yasuda Asset Management Co Ltd.$1.7M1
471Lynch Asset Management, Inc.$1.7M1
472Principle Wealth Partners LLC$1.7M1
473Silvant Capital Management LLC$1.6M1
474KENNEDY CAPITAL MANAGEMENT LLC$1.6M1
475BAILARD, INC.$1.6M1
476ROMANO BROTHERS AND COMPANY$1.6M1
477FLAGSHIP HARBOR ADVISORS, LLC$1.6M1
478Stratos Wealth Partners, LTD.$1.6M1
479Andra AP-fonden$1.6M1
480Connecticut Wealth Management, LLC$1.6M1
481BDF-GESTION$1.6M1
482Castle Rock Wealth Management, LLC$1.6M1
483MBM WEALTH CONSULTANTS, LLC$1.5M1
484Navalign, LLC$1.5M1
485NewEdge Wealth, LLC$1.5M1
486Rehmann Capital Advisory Group$1.5M1
487Edgemoor Investment Advisors, Inc.$1.5M1
488WRIGHT INVESTORS SERVICE INC$1.5M1
489World Investment Advisors$1.5M1
490StoneX Group Inc.$1.5M1
491Meeder Advisory Services, Inc.$1.5M1
492PRELUDE CAPITAL MANAGEMENT, LLC$1.5M1
493Krilogy Financial LLC$1.5M1
494DANSKE BANK A/S$1.5M1
495Cresset Asset Management, LLC$1.4M1
496BURNEY CO/$1.4M1
497Portside Wealth Group, LLC$1.4M1
498Aware Super Pty Ltd as trustee of Aware Super$1.4M1
499HANCOCK WHITNEY CORP$1.4M1
500Avidian Wealth Enterprises, LLC$1.4M1
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)3 buy / 9 sell
Congress net ($ bound)−$132K to $36.0K
Filers net (actions)not in build
Filers net ($ 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 CI

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

Financials — as filed PLANNED

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