Public record / Tickers / CM

CM — CANADIAN IMPERIAL BANK OF COMMERCE /CAN/

Both disclosure regimes on one name: who in Congress filed about CM, 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
1
all PTR rows naming CM
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
04-15
filed 2019-04-15
13F holders
423
top-423 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

Van Taylor · $1.0K–$15.0K

Sale · traded 2019-03-25 → filed 2019-04-15. Ranked over every CM row by the provable lower bound, never a point estimate.

No member disclosed CM in the trailing 12 months

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

No dated CM rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CM · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CM
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2019-04-15Van Taylor R–TX-3Sale · SP (spouse-owned)Traded 03-25 +21d$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 1 ↗

Members active in CM

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed CM in the trailing 12 months.

Congress ↔ notable managers · CM

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

Congress · last 90 days

Buyers
0
Sellers
0

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

Notable managers · quarter ended 2026-03-31

Adding
0 $0 held
Trimming
1 Bridgewater Associates $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · CANADIAN IMPERIAL BANK OF CO

Merged timeline of congressional filings and notable-manager moves on CM
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Fexit−7,412 sh

1 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 CM for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1ROYAL BANK OF CANADA$6.3B1
2BANK OF MONTREAL /CAN/$3.9B1
3VANGUARD CAPITAL MANAGEMENT LLC$2.7B1
4TD ASSET MANAGEMENT INC$2.1B1
5TORONTO DOMINION BANK$1.9B1
6NATIONAL BANK OF CANADA /FI/$1.2B1
7BANK OF NOVA SCOTIA$1.2B1
8CIBC WORLD MARKET INC.$1.2B1
9FIL Ltd$1.1B1
10MACKENZIE FINANCIAL CORP$972M1
11Connor, Clark & Lunn Investment Management Ltd.$864M1
12CANADA PENSION PLAN INVESTMENT BOARD$853M1
13CIBC Asset Management Inc$802M1
14VANGUARD FIDUCIARY TRUST CO$783M1
15TD Waterhouse Canada Inc.$777M1
16MANUFACTURERS LIFE INSURANCE COMPANY, THE$769M1
17Legal & General Group Plc$639M1
18Vanguard Global Advisers, LLC$627M1
19PUBLIC SECTOR PENSION INVESTMENT BOARD$592M1
20SCOTIA CAPITAL INC.$414M1
21DEUTSCHE BANK AG\$362M1
22Capital International Investors$350M1
23Federation des caisses Desjardins du Quebec$340M1
24MORGAN STANLEY$330M1
25HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$321M1
26Amundi$289M1
27DIMENSIONAL FUND ADVISORS LP$282M1
28BANK OF AMERICA CORP /DE/$258M1
29CHARLES SCHWAB INVESTMENT MANAGEMENT INC$254M1
30Invesco Ltd.$227M1
31Alberta Investment Management Corp$203M1
32Nuveen, LLC$197M1
33VANGUARD ASSET MANAGEMENT, Ltd$180M1
34Zurcher Kantonalbank (Zurich Cantonalbank)$175M1
35BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$152M1
36LETKO, BROSSEAU & ASSOCIATES INC$148M1
37FRANKLIN RESOURCES INC$126M1
38BlackRock, Inc.$117M1
39BNP Paribas Asset Management Holding S.A.$107M1
40CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$86.9M1
41NORTHERN TRUST CORP$78.1M1
42GUARDIAN CAPITAL LP$77.8M1
43AVIVA PLC$77.3M1
44BCV Asset Management Inc.$76.8M1
45AustralianSuper Pty Ltd$71.9M1
46Aviso Financial Inc.$68.5M1
47OMERS ADMINISTRATION Corp$60.2M1
48UBS Group AG$59.7M1
49Value Partners Investments Inc.$57.9M1
50MILLENNIUM MANAGEMENT LLC$52.7M1
51AMERICAN CENTURY COMPANIES INC$51.5M1
52SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$49.5M1
53Korea Investment CORP$47.6M1
54CIDEL ASSET MANAGEMENT INC$46.3M1
55CITIGROUP INC$45.9M1
56FIRST TRUST ADVISORS LP$45.0M1
57Vanguard Investments Australia, Ltd.$43.9M1
58AQR CAPITAL MANAGEMENT LLC$42.8M1
59Addenda Capital Inc.$41.9M1
60APG Asset Management N.V.$39.1M1
611832 Asset Management L.P.$39.1M1
62Mitsubishi UFJ Trust & Banking Corp$37.1M1
63Pictet Asset Management Holding SA$35.8M1
64Guardian Partners Inc.$35.7M1
65INTACT INVESTMENT MANAGEMENT INC.$30.8M1
66STATE OF WISCONSIN INVESTMENT BOARD$28.9M1
67Candriam S.C.A.$28.1M1
68Purpose Unlimited Inc.$27.4M1
69ASSETMARK, INC$27.0M1
70CANERECTOR INC$26.4M1
71LAZARD ASSET MANAGEMENT LLC$25.4M1
72Andra AP-fonden$25.4M1
73INTECH INVESTMENT MANAGEMENT LLC$25.1M1
74BARCLAYS PLC$24.7M1
75SEB Asset Management AB$23.1M1
76Investment Management Corp of Ontario$22.6M1
77Triasima Portfolio Management inc.$21.8M1
78Fiera Capital Corp$21.7M1
79Lansforsakringar Fondforvaltning AB (publ)$20.8M1
80Janus Henderson Group Ltd.$20.3M1
81Varma Mutual Pension Insurance Co$18.3M1
82PICTON MAHONEY ASSET MANAGEMENT$17.4M1
83Zurich Insurance Group Ltd/FI$16.7M1
84Northwest & Ethical Investments L.P.$16.3M1
85Pinnacle Financial Partners, Inc.$16.0M1
86ALLIANCEBERNSTEIN L.P.$15.3M1
87Qube Research & Technologies Ltd$14.9M1
88Maryland State Retirement & Pension System$14.6M1
89FMR LLC$14.4M1
90USS Investment Management Ltd$14.3M1
91Allianz Asset Management GmbH$14.2M1
92K.J. Harrison & Partners Inc$13.1M1
93BANK OF NOVA SCOTIA TRUST CO$11.2M1
94Swiss Life Asset Management Ltd$11.0M1
95PDT Partners, LLC$10.9M1
96Creative Planning$10.9M1
97BALYASNY ASSET MANAGEMENT L.P.$10.8M1
98RAYMOND JAMES FINANCIAL INC$10.3M1
99Genus Capital Management Inc.$10.2M1
100ENVESTNET ASSET MANAGEMENT INC$9.7M1
101Utah Retirement Systems$9.7M1
102FEDERATED HERMES, INC.$9.3M1
103Quantinno Capital Management LP$9.3M1
104Smith Group Asset Management, LLC$8.3M1
105Grantham, Mayo, Van Otterloo & Co. LLC$8.2M1
106Avanza Fonder AB$8.0M1
107WELLINGTON MANAGEMENT GROUP LLP$7.8M1
108Harvest Portfolios Group Inc.$7.7M1
109Lombard Odier Asset Management (Switzerland) SA$7.5M1
110LPL Financial LLC$7.5M1
111NAPLES GLOBAL ADVISORS, LLC$7.2M1
112Chesley Taft & Associates LLC$7.1M1
113WELLS FARGO & COMPANY/MN$7.1M1
114NewSquare Capital LLC$6.7M1
115O'SHAUGHNESSY ASSET MANAGEMENT, LLC$6.6M1
116WORLDQUANT MILLENNIUM ADVISORS LLC$6.0M1
117JANE STREET GROUP, LLC$5.8M1
118Osmosis Investment Management UK Ltd$5.7M1
119PCJ Investment Counsel Ltd.$5.6M1
120Gradient Investments LLC$5.3M1
121D. E. Shaw & Co., Inc.$4.9M1
122Vanguard Personalized Indexing Management, LLC$4.8M1
123Capital International Sarl$4.7M1
124Mariner, LLC$4.5M1
125CREDIT AGRICOLE S A$4.2M1
126TWO SIGMA INVESTMENTS, LP$4.2M1
127CAPITAL INTERNATIONAL LTD /CA/$4.1M1
128Man Group plc$4.0M1
129ROYAL LONDON ASSET MANAGEMENT LTD$3.8M1
130Metis Global Partners, LLC$3.8M1
131JCIC Asset Management Inc.$3.7M1
132Baird Financial Group, Inc.$3.6M1
133Generali Asset Management SPA SGR$3.6M1
134HighTower Advisors, LLC$3.4M1
135Ensign Peak Advisors, Inc$3.3M1
136XTX Topco Ltd$3.2M1
137Assenagon Asset Management S.A.$3.2M1
138J. Safra Sarasin Holding AG$3.1M1
139Cetera Investment Advisers$3.1M1
140NATIXIS$3.0M1
141QUADRANT CAPITAL GROUP LLC$2.9M1
142American Assets Investment Management, LLC$2.8M1
143Vise Technologies, Inc.$2.8M1
144Crossmark Global Holdings, Inc.$2.7M1
145Cerity Partners LLC$2.7M1
146ASR Vermogensbeheer N.V.$2.7M1
147Cardinal Point Capital Management ULC$2.7M1
148MidFirst Bank$2.6M1
149Mesirow Financial Investment Management, Inc.$2.6M1
150Y-Intercept (Hong Kong) Ltd$2.4M1
151Laird Norton Wetherby Trust Company, LLC$2.4M1
152SIGNATUREFD, LLC$2.2M1
153STIFEL FINANCIAL CORP$2.2M1
154TRUIST FINANCIAL CORP$2.2M1
155Savant Capital, LLC$2.1M1
156COMMONWEALTH EQUITY SERVICES, LLC$2.0M1
157PINNACLE ASSOCIATES LTD$1.9M1
158RITHOLTZ WEALTH MANAGEMENT$1.9M1
159Capital International, Inc./CA/$1.9M1
160Orion Porfolio Solutions, LLC$1.8M1
161Qtron Investments LLC$1.7M1
162STEPHENS INC /AR/$1.6M1
163SEI INVESTMENTS CO$1.5M1
164Engineers Gate Manager LP$1.5M1
165US BANCORP \DE\$1.5M1
166Corient Private Wealth LLC$1.5M1
167CAPSTONE INVESTMENT ADVISORS, LLC$1.4M1
168Rockefeller Capital Management L.P.$1.4M1
169NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.4M1
170Performance Wealth Partners, LLC$1.4M1
171Manske Wealth Management$1.4M1
172Compound Planning, Inc.$1.4M1
173Pathstone Holdings, LLC$1.3M1
174MERCER GLOBAL ADVISORS INC /ADV$1.3M1
175Cumberland Partners Ltd$1.3M1
176PRINCIPAL FINANCIAL GROUP INC$1.2M1
177Focus Partners Wealth$1.1M1
178Octavia Wealth Advisors, LLC$1.1M1
179Tacita Capital Inc$1.1M1
180IEQ CAPITAL, LLC$1.1M1
181State of Wyoming$1.1M1
182Aull & Monroe Investment Management Corp$1.0M1
183Hennion & Walsh Asset Management, Inc.$1.0M1
184Kestra Advisory Services, LLC$970K1
185MAIRS & POWER INC$964K1
186EVERGREEN CAPITAL MANAGEMENT LLC$960K1
187Sequoia Financial Advisors, LLC$955K1
188Measured Wealth Private Client Group, LLC$949K1
189Berger Financial Group, Inc$935K1
190OSAIC HOLDINGS, INC.$930K1
191Vident Advisory, LLC$887K1
192Affinity Capital Advisors, LLC$806K1
193Stratos Wealth Partners, LTD.$757K1
194MONETA GROUP INVESTMENT ADVISORS LLC$744K1
195CITADEL ADVISORS LLC$731K1
196Capital Group Investment Management Pte. Ltd.$709K1
197M&T BANK CORP$697K1
198MASSACHUSETTS FINANCIAL SERVICES CO /MA/$677K1
199BROWN ADVISORY INC$658K1
200Texas Yale Capital Corp.$656K1
201Bristol Gate Capital Partners Inc.$655K1
202ACADIAN ASSET MANAGEMENT LLC$645K1
203Ewing Morris & Co. Investment Partners Ltd.$641K1
204HB Wealth Management, LLC$599K1
205&PARTNERS$598K1
206Keudell/Morrison Wealth Management$592K1
207Centiva Capital, LP$581K1
208SHUFRO ROSE & CO LLC$569K1
209WESTWOOD HOLDINGS GROUP INC$557K1
210Frank, Rimerman Advisors LLC$555K1
211PDS Planning, Inc$534K1
212Private Advisor Group, LLC$498K1
213MISSION WEALTH MANAGEMENT, LP$484K1
214Magnetar Financial LLC$475K1
215ARQ WEALTH ADVISORS, LLC$474K1
216Checchi Capital Advisers, LLC$472K1
217TWO SIGMA SECURITIES, LLC$468K1
218Vontobel Holding Ltd.$461K1
219Grove Bank & Trust$461K1
220Brown Shipley& Co Ltd$459K1
221VIRTUS ADVISERS, LLC$441K1
222VIEWPOINT INVESTMENT PARTNERS CORP$437K1
223DAVENPORT & Co LLC$430K1
224Johnson Financial Group, LLC$428K1
225BENJAMIN EDWARDS INC$418K1
226CASCADE INVESTMENT GROUP, INC.$412K1
227Westover Capital Advisors, LLC$398K1
228VAUGHAN & Co SECURITIES, INC.$395K1
229Triumph Capital Management$393K1
230Waverly Advisors, LLC$390K1
231INDEPENDENT FINANCIAL GROUP, LLC$387K1
232WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$379K1
233KEYBANK NATIONAL ASSOCIATION/OH$372K1
234Lido Advisors, LLC$363K1
235Independent Advisor Alliance$361K1
236Center For Asset Management LLC$357K1
237Beverly Hills Private Wealth, LLC$355K1
238VestGen Advisors, LLC$349K1
239Five Oceans Advisors$348K1
240Baron Wealth Management LLC$345K1
241Expressive Wealth LLC$343K1
242SILVERLAKE WEALTH MANAGEMENT LLC$339K1
243LGT Group Foundation$337K1
244UNITED CAPITAL FINANCIAL ADVISORS, LLC$335K1
245Sowell Financial Services LLC$330K1
246Kathmere Capital Management, LLC$328K1
247Focus Partners Advisor Solutions, LLC$310K1
248QRG CAPITAL MANAGEMENT, INC.$309K1
249PCM Encore, LLC$307K1
250Ascent Group, LLC$300K1
251Mattson Financial Services, LLC$299K1
252CBIZ Investment Advisory Services, LLC$291K1
253Bridgewater Advisors Inc.$289K1
254Moran Wealth Management, LLC$286K1
255Brown Financial Advisors$286K1
256Net Worth Advisory Group$284K1
257World Investment Advisors$282K1
258Beck Bode, LLC$281K1
259Pure Financial Advisors, LLC$279K1
260JB Capital LLC$277K1
261CAP Partners, LLC$276K1
262Ballentine Partners, LLC$275K1
263Merit Financial Group, LLC$273K1
264Kovack Advisors, Inc.$269K1
265UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$268K1
266Mutual Advisors, LLC$266K1
267Income Insurance Ltd$261K1
268Brevan Howard Capital Management LP$256K1
269COLDSTREAM CAPITAL MANAGEMENT INC$253K1
270EP Wealth Advisors, LLC$251K1
271West Family Investments, Inc.$248K1
272CWM, LLC$244K1
273GUGGENHEIM CAPITAL LLC$244K1
274FIDUCIARY FINANCIAL GROUP, LLC$244K1
275Caprock Group, LLC$238K1
276Slagle Financial, LLC$238K1
277BLAIR WILLIAM & CO/IL$230K1
278Summit Trail Advisors, LLC$228K1
279WATERS PARKERSON & CO., LLC$227K1
280Cromwell Holdings LLC$227K1
281Scientech Research LLC$226K1
282Chicago Partners Investment Group LLC$224K1
283Blueshift Asset Management, LLC$223K1
284Greenspring Advisors, LLC$219K1
285Sanctuary Advisors, LLC$216K1
286Ausdal Financial Partners, Inc.$214K1
287NewEdge Advisors, LLC$210K1
288CHOREO, LLC$209K1
289MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$208K1
290KCM INVESTMENT ADVISORS LLC$207K1
291INTRUST BANK NA$206K1
292DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$194K1
293Pacifica Partners Inc.$192K1
294SouthState Bank Corp$190K1
295TOMPKINS FINANCIAL CORP$190K1
296Compagnie Lombard Odier SCmA$189K1
297Evelyn Partners Investment Management LLP$181K1
298Arax Advisory Partners$163K1
299Fideuram Asset Management (Ireland) dac$161K1
300Allworth Financial LP$157K1
301LOM Asset Management Ltd$152K1
302FIFTH THIRD BANCORP$135K1
303Clearstead Advisors, LLC$126K1
304Manchester Capital Management LLC$119K1
305Smartleaf Asset Management LLC$119K1
306Steward Partners Investment Advisory, LLC$117K1
307UMB Bank, n.a.$115K1
308SHP Wealth Management$113K1
309Larson Financial Group LLC$89.2K1
310BELLEVUE ASSET MANAGEMENT, LLC$82.4K1
311Parkside Financial Bank & Trust$78.5K1
312MAI Capital Management$76.7K1
313Bank Julius Baer & Co. Ltd, Zurich$70.2K1
314CENTRAL TRUST Co$58.2K1
315Global Assets Advisory, LLC$54.5K1
316TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$54.3K1
317Addison Advisors LLC$49.5K1
318Walleye Capital LLC$47.7K1
319Atlantic Union Bankshares Corp$47.4K1
320CANADA LIFE ASSURANCE Co$43.9K1
321Evelyn Partners Investment Management (Europe) Ltd$42.6K1
322TOTH FINANCIAL ADVISORY CORP$37.9K1
323SALEM INVESTMENT COUNSELORS INC$35.7K1
324JFS WEALTH ADVISORS, LLC$30.8K1
325Bell Investment Advisors, Inc$29.5K1
326Asset Dedication, LLC$27.9K1
327Pinnacle Wealth Planning Services, Inc.$25.7K1
328Truvestments Capital LLC$24.8K1
329Groupe la Francaise$24.8K1
330WPG Advisers, LLC$20.7K1
331DekaBank Deutsche Girozentrale$19.4K1
332Johnson Financial Group, Inc.$19.1K1
333Evelyn Partners Investment Management Services Ltd$17.5K1
334FINANCIAL CONSULATE, INC$17.4K1
335COUNTRY TRUST BANK$16.0K1
336Annis Gardner Whiting Capital Advisors, LLC$16.0K1
337Wilmington Savings Fund Society, FSB$14.4K1
338Blume Capital Management, Inc.$14.2K1
339Quest 10 Wealth Builders, Inc.$13.9K1
340Claret Asset Management Corp$13.8K1
341BARD ASSOCIATES INC$10.6K1
342True Wealth Design, LLC$9.6K1
343MATHER GROUP, LLC.$8.8K1
344CVA Family Office, LLC$7.4K1
345Dogwood Wealth Management LLC$6.8K1
346Crewe Advisors LLC$6.2K1
347MV CAPITAL MANAGEMENT, INC.$5.1K1
348DecisionPoint Financial, LLC$4.9K1
349EVOLUTION WEALTH MANAGEMENT INC.$4.7K1
350BROWN, LISLE/CUMMINGS, INC.$4.3K1
351HRT FINANCIAL LP$4.2K1
352SJS Investment Consulting Inc.$4.1K1
353JPL Wealth Management, LLC$3.2K1
354Leonteq Securities AG$2.9K1
355Advocate Investing Services LLC$2.7K1
356ALGERT GLOBAL LLC$2.2K1
357Godfrey Financial Associates, Inc.$1.8K1
358Intentional Wealth Strategies, LLC$1.5K1
359Stone House Investment Management, LLC$1.4K1
360Caitlin John, LLC$1.4K1
361Blue Trust, Inc.$1.2K1
362Kilter Group LLC$1.2K1
363Physician Wealth Advisors, Inc.$1.1K1
364Raleigh Capital Management Inc.$8041
365Caitong International Asset Management Co., Ltd$4741
366Virtu Financial LLC$4361
367PARK AVENUE SECURITIES LLC$4081
368Penserra Capital Management LLC$3991
369Frazier Financial Advisors, LLC$2851
370Nvest Wealth Strategies, Inc.$2851
371NATURAL INVESTMENTS, LLC$2271
372Transamerica Financial Advisors, LLC$951
373Capital Analysts, LLC$571
374VALLEY NATIONAL ADVISERS INC$131
375NOMURA ASSET MANAGEMENT CO LTD$01
376VANGUARD GROUP INC$01
377GLENMEDE TRUST CO NA$01
378HARBOUR INVESTMENTS, INC.$01
379GREENBERG FINANCIAL GROUP$01
380RENAISSANCE TECHNOLOGIES LLC$01
381PRUDENTIAL FINANCIAL INC$01
382ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$01
383CIBC Private Wealth Group LLC$01
384Bridgewater Associates, LP$01
385Bangor Savings Bank$01
386GSA CAPITAL PARTNERS LLP$01
387NORGES BANK$01
388Walleye Trading LLC$01
389SUMMIT SECURITIES GROUP LLC$01
390Tower Research Capital LLC (TRC)$01
391Skandinaviska Enskilda Banken AB (publ)$01
392Waratah Capital Advisors Ltd.$01
393Clarkston Capital Partners, LLC$01
394ASAHI LIFE ASSET MANAGEMENT CO., LTD.$01
395BTG Pactual Asset Management US LLC$01
396Point72 Asset Management, L.P.$01
397Trexquant Investment LP$01
398XPONANCE LLC$01
399Versor Investments LP$01
400Meridian Wealth Management, LLC$01
401McIlrath & Eck, LLC$01
402Caption Management, LLC$01
403Bridgefront Capital, LLC$01
404ExodusPoint Capital Management, LP$01
405AIGEN INVESTMENT MANAGEMENT, LP$01
406Global Retirement Partners, LLC$01
407MQS Management LLC$01
408Strategic Investment Advisors / MI$01
409LRT Capital Management, LLC$01
410Capital Group Private Client Services, Inc.$01
411SIG North Trading, ULC$01
412TUCKER ASSET MANAGEMENT LLC$01
413Beaird Harris Wealth Management, LLC$01
414Forum Financial Management, LP$01
415SageView Advisory Group, LLC$01
416Cape Investment Advisory, Inc.$01
417Quarry LP$01
418Sivia Capital Partners, LLC$01
419Havemeyer Place LP$01
420Brucke Financial, Inc.$01
421Westerkirk Capital Inc.$01
422PBU - The Pension Fund of Early Childhood & Youth Educators$01
423EFG International AG$01
Truncated by Public Filings. The published aggregate ranks the top 423 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)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ 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 CM

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for CM · financials and macro

Financials — as filed PLANNED

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