Public record / Tickers / CLS

CLS — CELESTICA INC

Both disclosure regimes on one name: who in Congress filed about CLS, 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
5
all PTR rows naming CLS
Members · 12m
2
2 buys · 1 sells · by trade date
Latest PTR
11-19
filed 2025-11-19
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

Cleo Fields · $15.0K–$50.0K

Purchase · traded 2025-11-03 → filed 2025-11-19. Ranked over every CLS 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.

Every row filed inside 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

3 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. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CLS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CLS
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-11-19Cleo Fields D–LA-6PurchaseTraded 11-03 +16d$15K–$50K
2025-11-12Cleo Fields D–LA-6PurchaseTraded 10-31 +12d$15K–$50K
2025-10-10Val T. Hoyle D–OR-4Sale · SP (spouse-owned)Traded 09-23 +17d$1K–$15K
2019-12-11Roger Marshall R–KSSale · DC (dependent-child-owned)Traded 11-06 +35d$1K–$15K
2019-12-11Roger Marshall R–KSPurchase · DC (dependent-child-owned)Traded 10-28 +44d$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 5 ↗

Members active in CLS

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing CLS 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.
Cleo Fields D–LA-62$30.0K to $100K1
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

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

Congress ↔ notable managers · CLS

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

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

Merged timeline of congressional filings and notable-manager moves on CLS
DateWhoChangeSize
2026-05-15D1 Capital Partners 13Fnew+541,556 sh
2026-05-15Bridgewater Associates 13Fadd+183,847 sh
2026-05-15Duquesne Family Office 13Fnew+33,275 sh
2026-05-15Viking Global Investors 13Ftrim−44,247 sh
2026-05-15Gotham Asset Management 13Ftrim−3,375 sh
2026-05-15Moore Capital Management 13Fexit−7,500 sh
2026-05-14Caxton Associates 13Ftrim−5,200 sh

7 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 CLS for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1FMR LLC$2.1B1
2VANGUARD CAPITAL MANAGEMENT LLC$890M1
3FRANKLIN RESOURCES INC$745M1
4JANE STREET GROUP, LLC$713M1
5ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$617M1
6CIBC WORLD MARKET INC.$593M1
7Connor, Clark & Lunn Investment Management Ltd.$471M1
8VIKING GLOBAL INVESTORS LP$466M1
9Whale Rock Capital Management LLC$428M1
10Value Aligned Research Advisors, LLC$420M1
11BANK OF MONTREAL /CAN/$397M1
12MORGAN STANLEY$382M1
13VOYA INVESTMENT MANAGEMENT LLC$380M1
14GEODE CAPITAL MANAGEMENT, LLC$363M1
15ROYAL BANK OF CANADA$362M1
16BlackRock, Inc.$350M1
17WELLINGTON MANAGEMENT GROUP LLP$320M1
18BANK OF AMERICA CORP /DE/$315M1
19Polar Capital Holdings Plc$300M1
20SRS Investment Management, LLC$286M1
21VANGUARD FIDUCIARY TRUST CO$284M1
22D. E. Shaw & Co., Inc.$280M1
23MANUFACTURERS LIFE INSURANCE COMPANY, THE$270M1
24Legal & General Group Plc$258M1
25DIMENSIONAL FUND ADVISORS LP$218M1
26NATIONAL BANK OF CANADA /FI/$215M1
27FIL Ltd$211M1
28Capital World Investors$169M1
29Alyeska Investment Group, L.P.$167M1
30D1 Capital Partners L.P.$153M1
31MACKENZIE FINANCIAL CORP$152M1
32Bridgewater Associates, LP$148M1
33CIBC Asset Management Inc$147M1
34TD ASSET MANAGEMENT INC$139M1
35CANADA PENSION PLAN INVESTMENT BOARD$137M1
36Invesco Ltd.$136M1
37Vanguard Global Advisers, LLC$130M1
38Holocene Advisors, LP$126M1
39AQR CAPITAL MANAGEMENT LLC$123M1
40UBS Group AG$123M1
41AMERIPRISE FINANCIAL INC$110M1
42Swiss National Bank$109M1
43RAYMOND JAMES FINANCIAL INC$98.7M1
44PICTON MAHONEY ASSET MANAGEMENT$93.3M1
45Divisadero Street Capital Management, LP$86.1M1
46MASSACHUSETTS FINANCIAL SERVICES CO /MA/$84.0M1
47TORONTO DOMINION BANK$82.5M1
48BANK OF NOVA SCOTIA$80.9M1
49CHARLES SCHWAB INVESTMENT MANAGEMENT INC$78.8M1
50BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$76.9M1
51Pictet Asset Management Holding SA$75.9M1
52TWO SIGMA INVESTMENTS, LP$75.1M1
53LPL Financial LLC$73.1M1
54DEUTSCHE BANK AG\$70.7M1
55WELLS FARGO & COMPANY/MN$70.1M1
56RENAISSANCE TECHNOLOGIES LLC$69.0M1
57WCM INVESTMENT MANAGEMENT, LLC$68.1M1
58LMR Partners LLP$67.6M1
59AMERICAN CENTURY COMPANIES INC$62.0M1
60VOLORIDGE INVESTMENT MANAGEMENT, LLC$61.1M1
61Amundi$60.2M1
62HERALD INVESTMENT MANAGEMENT Ltd$58.9M1
63Clark Capital Management Group, Inc.$58.9M1
64Portolan Capital Management, LLC$55.7M1
65VANGUARD ASSET MANAGEMENT, Ltd$55.7M1
66CastleKnight Management LP$52.2M1
671832 Asset Management L.P.$50.3M1
68Man Group plc$49.7M1
69CITADEL ADVISORS LLC$47.8M1
70Federation des caisses Desjardins du Quebec$44.9M1
71Quadrature Capital Ltd$43.7M1
72Bank of New York Mellon Corp$42.1M1
73Allianz Asset Management GmbH$41.6M1
74MILLENNIUM MANAGEMENT LLC$40.3M1
75CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$39.3M1
76ENVESTNET ASSET MANAGEMENT INC$39.2M1
77Allspring Global Investments Holdings, LLC$39.0M1
78Mariner, LLC$38.3M1
79Think Investments LP$38.1M1
80Hillsdale Investment Management Inc.$37.4M1
81Kinetic Partners Management, LP$34.6M1
82Nuveen, LLC$34.4M1
83TD Waterhouse Canada Inc.$34.1M1
84MAPLELANE CAPITAL, LLC$31.3M1
85BARCLAYS PLC$28.7M1
86SUSQUEHANNA INTERNATIONAL GROUP, LLP$28.2M1
87AVIVA PLC$28.1M1
88BNP Paribas Asset Management Holding S.A.$27.9M1
89O'SHAUGHNESSY ASSET MANAGEMENT, LLC$26.6M1
90Broad Peak Investment Advisers Pte Ltd$26.3M1
91MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$26.0M1
92Grand Alliance Asset Management Ltd$25.1M1
93Aquatic Capital Management LLC$23.6M1
94Advisors Asset Management, Inc.$23.3M1
95Korea Investment CORP$23.0M1
96FEDERATED HERMES, INC.$22.7M1
97JUPITER ASSET MANAGEMENT LTD$22.1M1
98Rivermont Capital Management LP$20.9M1
99Walleye Capital LLC$20.5M1
100SELDON CAPITAL LP$19.9M1
101CI INVESTMENTS INC.$19.8M1
102Cetera Investment Advisers$18.7M1
103US BANCORP \DE\$18.5M1
104Stratos Wealth Partners, LTD.$18.4M1
105FIRST TRUST ADVISORS LP$17.7M1
106Clear Street Group Inc.$17.2M1
107HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$16.5M1
108Rockport Wealth LLC$16.3M1
109Vanguard Investments Australia, Ltd.$16.1M1
110Vise Technologies, Inc.$16.0M1
111APG Asset Management N.V.$15.9M1
112Addenda Capital Inc.$15.7M1
113PUBLIC SECTOR PENSION INVESTMENT BOARD$15.6M1
114OAK RIDGE INVESTMENTS LLC$15.4M1
115Zurcher Kantonalbank (Zurich Cantonalbank)$15.1M1
116Shannon River Fund Management LLC$15.1M1
117Dilation Capital Management LP$14.2M1
118OSAIC HOLDINGS, INC.$13.5M1
119Alberta Investment Management Corp$13.2M1
120CITIGROUP INC$13.1M1
121STIFEL FINANCIAL CORP$12.8M1
122MARK SHEPTOFF FINANCIAL PLANNING, LLC$12.4M1
123MERCER GLOBAL ADVISORS INC /ADV$12.3M1
124STATE OF WISCONSIN INVESTMENT BOARD$12.3M1
125IMC-Chicago, LLC$12.0M1
126CREDIT AGRICOLE S A$11.7M1
127Bannerstone Capital Management, LLC$11.2M1
128COMMONWEALTH EQUITY SERVICES, LLC$11.2M1
129Defiance ETFs, LLC$11.1M1
130WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$10.9M1
131Temasek Holdings (Private) Ltd$10.8M1
132RITHOLTZ WEALTH MANAGEMENT$10.7M1
133Triasima Portfolio Management inc.$10.5M1
134Union Bancaire Privee, UBP SA$10.4M1
135Creative Planning$10.3M1
136Intrinsic Edge Capital Management LLC$10.2M1
137Tidal Investments LLC$10.1M1
138BOOTHBAY FUND MANAGEMENT, LLC$10.0M1
139Westover Capital Advisors, LLC$9.9M1
140BW Gestao de Investimentos Ltda.$9.9M1
141Wealth High Governance Capital Ltda$9.9M1
142SEI INVESTMENTS CO$9.7M1
143G2 Investment Partners Management LLC$9.7M1
144AYAL Capital Advisors Ltd$9.5M1
145Trexquant Investment LP$9.4M1
146Maytus Capital Management, LLC$9.2M1
147SCALAR GAUGE MANAGEMENT, LLC$9.0M1
148Andra AP-fonden$8.8M1
149GROUP ONE TRADING LLC$8.8M1
150Sanctuary Advisors, LLC$8.6M1
151SCOTIA CAPITAL INC.$8.5M1
152Wealth High Governance Asset Management Ltda.$8.4M1
153Mediolanum International Funds Ltd$8.4M1
154SG Capital Management LLC$8.4M1
155Chicago Capital, LLC$8.0M1
156Varma Mutual Pension Insurance Co$7.5M1
157Truvestments Capital LLC$7.4M1
158Northwest & Ethical Investments L.P.$7.4M1
159NORTHERN TRUST CORP$7.2M1
160MML INVESTORS SERVICES, LLC$7.2M1
161LMG Wealth Partners, LLC$7.2M1
162Genus Capital Management Inc.$7.1M1
163ASSETMARK, INC$7.1M1
164USS Investment Management Ltd$7.0M1
165CAUSEWAY CAPITAL MANAGEMENT LLC$7.0M1
166NEUMEIER POMA INVESTMENT COUNSEL LLC$6.8M1
167CVFG LLC$6.8M1
168Vanguard Personalized Indexing Management, LLC$6.8M1
169Quantinno Capital Management LP$6.7M1
170INTACT INVESTMENT MANAGEMENT INC.$6.7M1
171Swiss Life Asset Management Ltd$6.6M1
172Caprock Group, LLC$6.3M1
173GUYASUTA INVESTMENT ADVISORS INC$6.1M1
174D.A. DAVIDSON & CO.$6.0M1
175Trust Investment Advisors$6.0M1
176Kestra Advisory Services, LLC$5.9M1
177Kendall Capital Management$5.8M1
178Mirae Asset Global Investments Co., Ltd.$5.8M1
179NOMURA HOLDINGS INC$5.7M1
180PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$5.7M1
181CIM, LLC$5.6M1
182ExodusPoint Capital Management, LP$5.5M1
183THAMES CAPITAL MANAGEMENT LLC$5.5M1
184Munro Partners$5.5M1
185DIVERSIFY WEALTH MANAGEMENT, LLC$5.4M1
186Osmosis Investment Management UK Ltd$5.2M1
187Havemeyer Place LP$5.2M1
188XTX Topco Ltd$5.1M1
189Elite Wealth Management, Inc.$5.1M1
190NWK Group, Inc.$5.1M1
191Legacy Bridge, LLC$5.0M1
192SEB Asset Management AB$4.8M1
193ALLIANCEBERNSTEIN L.P.$4.8M1
194WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.8M1
195MITCHELL CAPITAL MANAGEMENT CO$4.7M1
196Quantbot Technologies LP$4.7M1
197Investment Management Corp of Ontario$4.6M1
198HighTower Advisors, LLC$4.6M1
199Private Advisor Group, LLC$4.5M1
200Rezny Wealth Management, Inc.$4.5M1
201KESTRA PRIVATE WEALTH SERVICES, LLC$4.4M1
202BRANT POINT INVESTMENT MANAGEMENT LLC$4.2M1
203BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$4.2M1
204Bay Rivers Group$4.2M1
205WCG Wealth Advisors LLC$4.1M1
206Robeco Institutional Asset Management B.V.$4.1M1
207Rokos Capital Management LLP$4.0M1
208Brookstone Capital Management$4.0M1
209Asset Management One Co., Ltd.$3.8M1
210VICTORY CAPITAL MANAGEMENT INC$3.8M1
211NewSquare Capital LLC$3.7M1
212Blackstone Inc.$3.7M1
213Cerity Partners LLC$3.7M1
214Rockingstone Advisors LLC$3.5M1
215Utah Retirement Systems$3.5M1
216Sumitomo Mitsui DS Asset Management Company, Ltd$3.4M1
217WORLDQUANT MILLENNIUM ADVISORS LLC$3.4M1
218AGF MANAGEMENT LTD$3.3M1
219LAZARD ASSET MANAGEMENT LLC$3.3M1
220WESTCO ADVISORY SERVICES INC /ADV$3.3M1
221MAVERICK CAPITAL LTD$3.3M1
222FOUNDATIONS INVESTMENT ADVISORS, LLC$3.3M1
223Vident Advisory, LLC$3.3M1
224Diversify Advisory Services, LLC$3.2M1
225Lattice Capital Management, LLC$3.2M1
226Janus Henderson Group Ltd.$3.2M1
227Bank Julius Baer & Co. Ltd, Zurich$3.1M1
228SILVERCREST ASSET MANAGEMENT GROUP LLC$3.1M1
229NorthCrest Asset Manangement, LLC$3.0M1
230INDEPENDENT FINANCIAL GROUP, LLC$3.0M1
231DAVENPORT & Co LLC$3.0M1
232Aviance Capital Partners, LLC$3.0M1
233Segment Wealth Management, LLC$3.0M1
234Sigma Planning Corp$2.9M1
235PRINCIPAL FINANCIAL GROUP INC$2.9M1
236MONETA GROUP INVESTMENT ADVISORS LLC$2.9M1
237Mezzasalma Advisors, LLC$2.8M1
238Hudson Bay Capital Management LP$2.8M1
239PFG Advisors$2.8M1
240Summerhill Capital Management lnc.$2.8M1
241Darden Wealth Group Inc$2.8M1
242TRUIST FINANCIAL CORP$2.8M1
243Invst, LLC$2.7M1
244Corient Private Wealth LLC$2.7M1
245PRINCIPAL SECURITIES, INC.$2.7M1
246VERUS CAPITAL PARTNERS, LLC$2.7M1
247SteelPeak Wealth, LLC$2.7M1
248PCJ Investment Counsel Ltd.$2.6M1
249BROWN ADVISORY INC$2.6M1
250Engineers Gate Manager LP$2.6M1
251SHARPEPOINT LLC$2.6M1
252Ensign Peak Advisors, Inc$2.6M1
253Redhawk Wealth Advisors, Inc.$2.5M1
254Vontobel Holding Ltd.$2.5M1
255Norris Financial Group, LLC$2.5M1
256Boston Partners$2.4M1
257Global Trust Asset Management, LLC$2.4M1
258Lifestyle Asset Management, Inc.$2.3M1
259Rockefeller Capital Management L.P.$2.3M1
260Caldwell Investment Management Ltd.$2.3M1
261OMERS ADMINISTRATION Corp$2.3M1
262DIKER MANAGEMENT LLC$2.3M1
263Element Squared LLC$2.3M1
264Cypress Capital Management LLC (WY)$2.2M1
265Eddie Patel Inc$2.2M1
266L & S Advisors Inc$2.1M1
267Oak Harvest Investment Services$2.1M1
268Belpointe Asset Management LLC$2.1M1
269Fortis Capital Advisors, LLC$2.1M1
270Focus Partners Wealth$2.1M1
271Gotham Asset Management, LLC$2.1M1
272D'Orazio & Associates, Inc.$2.0M1
273Board of the Pension Protection Fund$2.0M1
274HSBC HOLDINGS PLC$2.0M1
275Whitaker-Myers Wealth Managers, LTD.$2.0M1
276Avestar Capital, LLC$2.0M1
277Spire Wealth Management$2.0M1
278Harbour Capital Advisors, LLC$1.9M1
279Dakota Wealth Management$1.8M1
280CenterBook Partners LP$1.8M1
281EVERGREEN CAPITAL MANAGEMENT LLC$1.8M1
282NewEdge Advisors, LLC$1.8M1
283&PARTNERS$1.8M1
284VestGen Advisors, LLC$1.8M1
285ASR Vermogensbeheer N.V.$1.8M1
286PRUDENTIAL PLC$1.7M1
287PCM Encore, LLC$1.7M1
288Cadent Capital Advisors, LLC$1.7M1
289Suncoast Equity Management$1.7M1
290EDMOND DE ROTHSCHILD HOLDING S.A.$1.7M1
291Lombard Odier Asset Management (Switzerland) SA$1.7M1
292Mutual Advisors, LLC$1.6M1
293Calamos Advisors LLC$1.6M1
294HBK Sorce Advisory LLC$1.5M1
295Owen LaRue, LLC$1.5M1
296Tacita Capital Inc$1.5M1
297ROMAN BUTLER FULLERTON & CO$1.4M1
298Steward Partners Investment Advisory, LLC$1.4M1
299Alight Capital Management LP$1.4M1
300Merit Financial Group, LLC$1.4M1
301Daybright Advisory Services, Inc.$1.4M1
302ROYAL LONDON ASSET MANAGEMENT LTD$1.4M1
303Berbice Capital Management LLC$1.3M1
304Plato Investment Management Ltd$1.3M1
305EWA, LLC$1.3M1
306Independent Advisor Alliance$1.3M1
307WASHBURN CAPITAL MANAGEMENT, INC.$1.3M1
308Assenagon Asset Management S.A.$1.3M1
309AIA Group Ltd$1.3M1
310Charter Oak Capital Management, LLC$1.3M1
311Stratos Wealth Advisors, LLC$1.3M1
312Magnetar Financial LLC$1.3M1
313GLENMEDE TRUST CO NA$1.3M1
314Buck Wealth Strategies, LLC$1.2M1
315SPIREPOINT PRIVATE CLIENT, LLC$1.2M1
316SIGNATUREFD, LLC$1.2M1
317Laird Norton Wetherby Trust Company, LLC$1.2M1
318Sequoia Financial Advisors, LLC$1.2M1
319PIAR LLC$1.2M1
320UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$1.2M1
321HUB Investment Partners, LLC$1.2M1
322GREAT VALLEY ADVISOR GROUP, INC.$1.2M1
323OSSIAM$1.2M1
324Metis Global Partners, LLC$1.2M1
325MARIETTA INVESTMENT PARTNERS LLC$1.2M1
326Sunstone Asset Management, L.P.$1.1M1
327Legacy Wealth Asset Management, LLC$1.1M1
328PRELUDE CAPITAL MANAGEMENT, LLC$1.1M1
329Atria Investments, Inc$1.1M1
330FULTON BANK, N.A.$1.1M1
331HMS Capital Management, LLC$1.1M1
332Kingsview Wealth Management, LLC$1.1M1
333Intrua Financial, LLC$1.1M1
334JMN Financial LLC$1.1M1
335Fiera Capital Corp$1.0M1
336Leonteq Securities AG$1.0M1
337Gateway Wealth Partners, LLC$1.0M1
338Arista Wealth Management, LLC$1.0M1
339Regency Capital Management Inc.\DE$1.0M1
340SBI Securities Co., Ltd.$1.0M1
341Cornerstone Wealth Management, LLC$995K1
342Oxinas Partners, LLC$989K1
343SEEDS INVESTOR LLC$981K1
344Crossmark Global Holdings, Inc.$968K1
345National Philanthropic Trust$920K1
346MITCHELL MCLEOD PUGH & WILLIAMS INC$915K1
347Kathmere Capital Management, LLC$907K1
348Weiss Asset Management LP$902K1
349Annex Advisory Services, LLC$902K1
350TrueWealth Advisors, LLC$886K1
351TOTH FINANCIAL ADVISORY CORP$880K1
352Lido Advisors, LLC$873K1
353Ewing Morris & Co. Investment Partners Ltd.$865K1
354BLAIR WILLIAM & CO/IL$864K1
355QRG CAPITAL MANAGEMENT, INC.$859K1
356Storgate, LLC$851K1
357VEGA INVESTMENT SOLUTIONS$845K1
358Inspire Advisors, LLC$842K1
359Cumberland Partners Ltd$832K1
360Kovack Advisors, Inc.$830K1
361LaSalle St. Investment Advisors, LLC$825K1
362Pathstone Holdings, LLC$815K1
363UniSuper Management Pty Ltd$785K1
364ADAPT WEALTH ADVISORS, LLC$778K1
365AMF Tjanstepension AB$776K1
366WORLD EQUITY GROUP, INC.$763K1
367LITTLE HOUSE CAPITAL LLC$758K1
368BankChampaign, National Association$744K1
369OPPENHEIMER & CO INC$741K1
370CIBC Bancorp USA Inc.$740K1
371Hennion & Walsh Asset Management, Inc.$740K1
372Elevated Financial Group LLC$740K1
373Expressive Wealth LLC$738K1
374Traynor Capital Management, Inc.$736K1
375XML Financial, LLC$732K1
376J2 Capital Management Inc$726K1
377LEVEL FOUR ADVISORY SERVICES, LLC$723K1
378Revisor Wealth Management LLC$720K1
379Csenge Advisory Group$718K1
380CAXTON ASSOCIATES LLP$704K1
381Trask Adam Roland$704K1
382Trek Financial, LLC$697K1
383BANK OF NOVA SCOTIA TRUST CO$694K1
384Samalin Investment Counsel, LLC$694K1
385Gladstone Institutional Advisory LLC$691K1
386Yorktown Management & Research Co Inc$690K1
387KEYBANK NATIONAL ASSOCIATION/OH$690K1
388CAHABA WEALTH MANAGEMENT, INC.$670K1
389Straight Path Wealth Management$662K1
390Twin Tree Management, LP$660K1
391MAI Capital Management$658K1
392MINDSET WEALTH MANAGEMENT, LLC$657K1
393ROCKLAND TRUST CO$651K1
394Avanza Fonder AB$647K1
395QUADRANT CAPITAL GROUP LLC$647K1
396Valmark Advisers, Inc.$639K1
397GeoWealth Management, LLC$631K1
398J.W. COLE ADVISORS, INC.$630K1
399MATTERS CAPITAL LLC$615K1
400Ashton Thomas Private Wealth, LLC$614K1
401SeaCrest Wealth Management, LLC$608K1
402FOX RUN MANAGEMENT, L.L.C.$607K1
403Aptus Capital Advisors, LLC$605K1
404Marex Group Ltd$603K1
405WealthCollab, LLC$601K1
406Ballentine Partners, LLC$596K1
407NATIXIS$591K1
408Seelaus Asset Management LLC$586K1
409HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$581K1
410First Affirmative Financial Network$576K1
411Visionary Wealth Advisors$564K1
412Compass Wealth Management, LLC/GA$564K1
413Orion Porfolio Solutions, LLC$564K1
414ALPINE WOODS CAPITAL INVESTORS, LLC$563K1
415CORSAIR CAPITAL MANAGEMENT, L.P.$563K1
416Pacific Point Advisors, LLC$563K1
417U.S. Capital Wealth Advisors, LLC$553K1
418Ponta Wealth Partners, LLC$551K1
419Larson Financial Group LLC$536K1
420GC Wealth Management RIA, LLC$535K1
421Compound Planning, Inc.$534K1
422Ascent Group, LLC$524K1
423Symmetry Investments LP$523K1
424AE Wealth Management LLC$521K1
425PRIVATE MANAGEMENT GROUP INC$515K1
426Bridgefront Capital, LLC$514K1
427MGO ONE SEVEN LLC$508K1
428FIDUCIARY FINANCIAL GROUP, LLC$508K1
429Pinnacle Financial Partners, Inc.$506K1
430Patriot Financial Group Insurance Agency, LLC$504K1
431Mitsubishi UFJ Trust & Banking Corp$502K1
432Eurizon SLJ Capital Ltd$496K1
433Concurrent Investment Advisors, LLC$494K1
434Third View Private Wealth, LLC$492K1
435Westerkirk Capital Inc.$491K1
436Aspiring Ventures, LLC$487K1
437Jefferies Financial Group Inc.$482K1
438Soltis Investment Advisors LLC$480K1
439Astoria Portfolio Advisors LLC.$480K1
440Apollon Wealth Management, LLC$478K1
441CHOREO, LLC$470K1
442Wealthspire Advisors, LLC$469K1
443Perigon Wealth Management, LLC$468K1
444Squarepoint Ops LLC$454K1
445DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$452K1
446INTECH INVESTMENT MANAGEMENT LLC$451K1
447Parallax Volatility Advisers, L.P.$450K1
448Ethic Inc.$445K1
449EP Wealth Advisors, LLC$443K1
450TCFG WEALTH MANAGEMENT, LLC$443K1
451TCFG Investment Advisors, LLC$443K1
452CWM, LLC$436K1
453GREENLEAF TRUST$435K1
454COMMERCE BANK$435K1
455Wall Street Financial Group, Inc.$432K1
456OneDigital Investment Advisors LLC$428K1
457Baird Financial Group, Inc.$428K1
458Westmount Partners, LLC$423K1
459WINTON GROUP Ltd$423K1
460Colonial River Investments, LLC$420K1
461Fisher Asset Management, LLC$413K1
462Baron Wealth Management LLC$409K1
463Triumph Capital Management$409K1
464Prosperity Consulting Group, LLC$408K1
465Pure Financial Advisors, LLC$404K1
466Michels Family Financial, LLC$394K1
467Terra Nova Asset Management LLC$390K1
468Smart Money Group LLC$390K1
469Optimist Retirement Group LLC$388K1
470Guardian Asset Advisors, LLC$387K1
471W.H. Cornerstone Investments Inc.$387K1
472HOEY INVESTMENTS, INC$383K1
473Triad Wealth Partners, LLC$381K1
474Savant Capital, LLC$380K1
475Integrated Financial Solutions, Inc.$380K1
476World Investment Advisors$379K1
477Blueshift Asset Management, LLC$378K1
478Clearstead Trust, LLC$368K1
479MONEY CONCEPTS CAPITAL CORP$368K1
480Equitable Holdings, Inc.$368K1
481BRADLEY FOSTER & SARGENT INC/CT$368K1
482Warren Street Wealth Advisors, LLC$367K1
483Brevan Howard Capital Management LP$365K1
484Fort Point Capital Partners LLC$365K1
485Perennial Investment Advisors, LLC$360K1
486Inscription Capital, LLC$351K1
487Essex Financial Services, Inc.$349K1
488ELEVATION POINT WEALTH PARTNERS, LLC$343K1
489American Money Management, LLC$338K1
490IHT Wealth Management, LLC$334K1
491Symphony Financial, Ltd. Co.$333K1
492Qtron Investments LLC$330K1
493State of Wyoming$327K1
494Dynamic Technology Lab Private Ltd$327K1
495Caption Management, LLC$326K1
496StoneX Group Inc.$321K1
497Candriam S.C.A.$319K1
498Empowered Funds, LLC$317K1
499GUGGENHEIM CAPITAL LLC$313K1
500Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$311K1
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)$15.0K to $99.0K
Filers net (actions)not in build
Filers net ($ 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 CLS

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for CLS · financials and macro

Financials — as filed PLANNED

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