Public record / Tickers / CME

CME — CME GROUP INC.

Both disclosure regimes on one name: who in Congress filed about CME, 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
67
all PTR rows naming CME
Members · 12m
4
2 buys · 4 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

Kelly Loeffler · $100K–$250K

Sale · traded 2020-04-07 → filed 2020-05-01. Ranked over every CME row by the provable lower bound, never a point estimate.

4 members · 2 buys / 4 sells

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

19 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

13 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. 13 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CME · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CME
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-07-02Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 06-16 +16d$1K–$15K
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 01-09 +35d$1K–$15K
2026-01-15Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 2025-12-18 +28d$1K–$15K
2025-12-11Julie Johnson D–TX-32Sale · partial · JT (partial sale, jointly owned)Traded 11-13 +28d$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 67 ↗

Members active in CME

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing CME 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
Julie Johnson D–TX-322−$30.0K to −$2.0K4
Alan Armstrong R–OK1$1.0K to $15.0K2
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

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

Congress ↔ notable managers · CME

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
1 Gilbert Ray Cisneros, Jr. D–CA-31 $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Adding
2 Tudor Investment Corp, Markel Group $62.3M held
Trimming
1 Gotham Asset Management $39.2M held

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

Merged timeline of congressional filings and notable-manager moves on CME
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-07-02Gilbert Ray Cisneros, Jr. CongressSale$1K–$15K
2026-05-15Tudor Investment Corp 13Fadd+8,683 sh
2026-05-15Gotham Asset Management 13Ftrim−9,988 sh
2026-05-01Markel Group 13Fadd+4,000 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 CME for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$9.3B1
2VANGUARD CAPITAL MANAGEMENT LLC$6.9B1
3STATE STREET CORP$4.7B1
4JPMORGAN CHASE & CO$3.6B1
5MORGAN STANLEY$2.8B1
6GEODE CAPITAL MANAGEMENT, LLC$2.7B1
7VANGUARD PORTFOLIO MANAGEMENT LLC$2.7B1
8Capital World Investors$2.0B1
9Bank of New York Mellon Corp$1.4B1
10RAYMOND JAMES FINANCIAL INC$1.3B1
11Sanders Capital, LLC$1.2B1
12BANK OF AMERICA CORP /DE/$1.2B1
13FMR LLC$1.1B1
14AMERIPRISE FINANCIAL INC$1.1B1
15FRANKLIN RESOURCES INC$1.1B1
16Capital International Investors$1.1B1
17NORTHERN TRUST CORP$1.0B1
18Alphabet Inc.$1.0B1
19FIL Ltd$1.0B1
20Capital Research Global Investors$985M1
21ROYAL BANK OF CANADA$871M1
22UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$826M1
23Mitsubishi UFJ Asset Management Co., Ltd.$822M1
24Fiera Capital Corp$794M1
25GQG Partners LLC$776M1
26PineStone Asset Management Inc.$766M1
27ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$762M1
28Legal & General Group Plc$698M1
29Capital Wealth Planning, LLC$676M1
30CHARLES SCHWAB INVESTMENT MANAGEMENT INC$652M1
31Invesco Ltd.$638M1
32Amundi$613M1
33VANGUARD FIDUCIARY TRUST CO$599M1
34Vontobel Holding Ltd.$598M1
35UBS Group AG$597M1
36AQR CAPITAL MANAGEMENT LLC$585M1
37ENVESTNET ASSET MANAGEMENT INC$585M1
38PRIMECAP MANAGEMENT CO/CA/$537M1
39MACKENZIE FINANCIAL CORP$512M1
40CIBC Bancorp USA Inc.$504M1
41DEUTSCHE BANK AG\$463M1
42FEDERATED HERMES, INC.$461M1
43Janus Henderson Group Ltd.$457M1
44MASSACHUSETTS FINANCIAL SERVICES CO /MA/$455M1
45London & Capital Asset Management Ltd$431M1
46WELLINGTON MANAGEMENT GROUP LLP$431M1
47CANTILLON CAPITAL MANAGEMENT LLC$409M1
48Bank Julius Baer & Co. Ltd, Zurich$403M1
49Egerton Capital (UK) LLP$349M1
50DIMENSIONAL FUND ADVISORS LP$343M1
51ALLIANCEBERNSTEIN L.P.$341M1
52TWO SIGMA INVESTMENTS, LP$340M1
53THORNBURG INVESTMENT MANAGEMENT INC$338M1
54WELLS FARGO & COMPANY/MN$336M1
55BANK OF MONTREAL /CAN/$322M1
56Nuveen, LLC$314M1
57Life Cycle Investment Partners Ltd$312M1
581832 Asset Management L.P.$311M1
59BARCLAYS PLC$309M1
60Mawer Investment Management Ltd.$305M1
61Longview Partners (Guernsey) LTD$300M1
62VICTORY CAPITAL MANAGEMENT INC$285M1
63Sarasin & Partners LLP$275M1
64GUARDCAP ASSET MANAGEMENT Ltd$272M1
65Sumitomo Mitsui Trust Group, Inc.$262M1
66HSBC HOLDINGS PLC$255M1
67CANADA PENSION PLAN INVESTMENT BOARD$244M1
68CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$241M1
69Guinness Asset Management LTD$236M1
70Vanguard Global Advisers, LLC$233M1
71National Pension Service$218M1
72VANGUARD ASSET MANAGEMENT, Ltd$214M1
73Hamlin Capital Management, LLC$213M1
74M&G Plc$202M1
75Ensign Peak Advisors, Inc$190M1
76Aberdeen Group plc$181M1
77Eurizon Capital SGR S.p.A.$177M1
78Swiss Life Asset Management Ltd$175M1
79JUPITER ASSET MANAGEMENT LTD$175M1
80ROYAL LONDON ASSET MANAGEMENT LTD$162M1
81Winslow Capital Management, LLC$144M1
82LPL Financial LLC$143M1
83NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$141M1
84SUMITOMO MITSUI FINANCIAL GROUP, INC.$139M1
85BALYASNY ASSET MANAGEMENT L.P.$137M1
86PRINCIPAL FINANCIAL GROUP INC$134M1
87CITIGROUP INC$133M1
88BAILLIE GIFFORD & CO$127M1
89STOREBRAND ASSET MANAGEMENT AS$124M1
90TD ASSET MANAGEMENT INC$122M1
91NEW YORK STATE COMMON RETIREMENT FUND$119M1
92J. Safra Sarasin Holding AG$112M1
93HighTower Advisors, LLC$111M1
94CITADEL ADVISORS LLC$110M1
95DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$109M1
96Focus Partners Wealth$108M1
97BNP Paribas Asset Management Holding S.A.$108M1
98Artisan Partners Limited Partnership$107M1
99Mariner, LLC$106M1
100PARNASSUS INVESTMENTS, LLC$104M1
101HARDING LOEVNER LP$99.9M1
102JANE STREET GROUP, LLC$99.5M1
103Magellan Asset Management Ltd$96.2M1
104SCHARF INVESTMENTS, LLC$96.1M1
105STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$93.9M1
106Wealthspire Advisors, LLC$93.4M1
107AVIVA PLC$91.7M1
108NOMURA ASSET MANAGEMENT CO LTD$91.4M1
109Universal- Beteiligungs- und Servicegesellschaft mbH$91.0M1
110Pictet Asset Management Holding SA$84.3M1
111Baird Financial Group, Inc.$82.5M1
112Robeco Institutional Asset Management B.V.$82.0M1
113SEI INVESTMENTS CO$80.8M1
114HORIZON KINETICS ASSET MANAGEMENT LLC$79.8M1
115GROUPAMA ASSET MANAGMENT$79.4M1
116PFA Pension, Forsikringsaktieselskab$78.0M1
117Mitsubishi UFJ Trust & Banking Corp$76.0M1
118FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$75.2M1
119ADAGE CAPITAL PARTNERS GP, L.L.C.$72.7M1
120Assenagon Asset Management S.A.$72.5M1
121US BANCORP \DE\$70.3M1
122BANK OF NOVA SCOTIA$69.8M1
123Clearbridge Investments, LLC$69.7M1
124SCHRODER INVESTMENT MANAGEMENT GROUP$69.3M1
125FIRST TRUST ADVISORS LP$69.0M1
126CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$68.2M1
127MANUFACTURERS LIFE INSURANCE COMPANY, THE$68.1M1
128Troy Asset Management Ltd$67.5M1
129Swedbank AB$67.5M1
130DANSKE BANK A/S$66.1M1
131STIFEL FINANCIAL CORP$65.4M1
132Korea Investment CORP$63.2M1
133CORDA Investment Management, LLC.$62.5M1
134BLAIR WILLIAM & CO/IL$60.4M1
135APG Asset Management N.V.$60.2M1
136CIBC Asset Management Inc$60.1M1
137TORONTO DOMINION BANK$58.0M1
138STATE OF WISCONSIN INVESTMENT BOARD$57.8M1
139Zurcher Kantonalbank (Zurich Cantonalbank)$57.5M1
140SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$55.9M1
141FIFTH THIRD BANCORP$54.8M1
142Asset Management One Co., Ltd.$54.3M1
143Qube Research & Technologies Ltd$54.0M1
144Chevy Chase Trust Holdings, LLC$53.5M1
145Junto Capital Management LP$53.5M1
146Vanguard Investments Australia, Ltd.$53.1M1
147CREDIT AGRICOLE S A$52.9M1
148M&T BANK CORP$51.3M1
149CAMBIAR INVESTORS LLC$50.7M1
150MILLENNIUM MANAGEMENT LLC$49.6M1
151Rockefeller Capital Management L.P.$49.3M1
152WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.2M1
153Allianz Asset Management GmbH$48.8M1
154BENJAMIN EDWARDS INC$48.5M1
155EFG International AG$48.1M1
156Prevatt Capital Ltd$47.8M1
157TUDOR INVESTMENT CORP ET AL$47.6M1
158Tidal Investments LLC$47.3M1
159Corient Private Wealth LLC$46.4M1
160Carnegie Investment Counsel$45.7M1
161Quantinno Capital Management LP$45.5M1
162KEYBANK NATIONAL ASSOCIATION/OH$44.1M1
163MML INVESTORS SERVICES, LLC$44.0M1
164COMMERCE BANK$43.7M1
165NATIONAL BANK OF CANADA /FI/$42.8M1
166PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$42.2M1
167D. E. Shaw & Co., Inc.$40.7M1
168YCG, LLC$40.1M1
169KLP KAPITALFORVALTNING AS$39.5M1
170Gotham Asset Management, LLC$39.2M1
171Resona Asset Management Co.,Ltd.$39.0M1
172Cerity Partners LLC$37.6M1
173VOYA INVESTMENT MANAGEMENT LLC$37.4M1
174NISA INVESTMENT ADVISORS, LLC$37.2M1
175State of New Jersey Common Pension Fund D$36.3M1
176Squarepoint Ops LLC$35.8M1
177Marathon Asset Management Ltd$35.5M1
178Capital International, Inc./CA/$35.4M1
179TRUIST FINANCIAL CORP$34.4M1
180CONNING INC.$34.0M1
181Advisors Capital Management, LLC$33.6M1
182LGT Group Foundation$33.4M1
183Creative Planning$33.4M1
184Lansforsakringar Fondforvaltning AB (publ)$33.3M1
185WINDWARD CAPITAL MANAGEMENT CO /CA$33.3M1
186Pinnacle Financial Partners, Inc.$33.3M1
187DnB Asset Management AS$33.2M1
188BRAUN STACEY ASSOCIATES INC$33.0M1
189OSAIC HOLDINGS, INC.$32.8M1
190Obermeyer Wealth Partners$32.5M1
191Fort Sheridan Advisors LLC$32.0M1
192Tredje AP-fonden$31.8M1
193Banco Santander, S.A.$31.6M1
194AustralianSuper Pty Ltd$30.9M1
195Brevan Howard Capital Management LP$30.3M1
196PUBLIC SECTOR PENSION INVESTMENT BOARD$30.3M1
197Nan Shan Life Insurance Co., Ltd.$30.3M1
198Mizuho Bank, Ltd.$30.3M1
199&PARTNERS$29.7M1
200DEARBORN PARTNERS LLC$29.7M1
201Mirae Asset Global Investments Co., Ltd.$29.4M1
202Arizona State Retirement System$29.2M1
203Cetera Investment Advisers$29.2M1
204Czech National Bank$29.0M1
205STATE OF MICHIGAN RETIREMENT SYSTEM$29.0M1
206Illinois Municipal Retirement Fund$28.2M1
207America First Investment Advisors, LLC$28.1M1
208GLENMEDE TRUST CO NA$27.2M1
209Point72 Asset Management, L.P.$26.6M1
210Rafferty Asset Management, LLC$25.9M1
211MEYER HANDELMAN CO$25.8M1
212Quadrature Capital Ltd$25.7M1
213PRUDENTIAL PLC$25.5M1
214Steward Partners Investment Advisory, LLC$25.3M1
215Madison Asset Management, LLC$25.3M1
216COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$24.8M1
217Arbejdsmarkedets Tillaegspension$24.7M1
218CIBC WORLD MARKET INC.$24.4M1
219SEB Asset Management AB$24.4M1
220STANSBERRY ASSET MANAGEMENT, LLC$24.3M1
221MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$24.1M1
222Aware Super Pty Ltd as trustee of Aware Super$24.1M1
223Daiwa Securities Group Inc.$23.7M1
224Varma Mutual Pension Insurance Co$23.7M1
225IEQ CAPITAL, LLC$23.6M1
226Cornerstone Advisors, LLC$23.2M1
227XTX Topco Ltd$23.0M1
228Graham Capital Management, L.P.$23.0M1
229Moran Wealth Management, LLC$22.9M1
230Retirement Systems of Alabama$22.6M1
231O'SHAUGHNESSY ASSET MANAGEMENT, LLC$22.2M1
232UMB Bank, n.a.$21.8M1
233IFM Investors Pty Ltd$21.6M1
234ProShare Advisors LLC$21.4M1
235Allspring Global Investments Holdings, LLC$21.4M1
236Concurrent Investment Advisors, LLC$21.3M1
237MAI Capital Management$21.1M1
238PITTENGER & ANDERSON INC$21.1M1
239SKBA CAPITAL MANAGEMENT LLC$20.9M1
240Woodline Partners LP$20.9M1
241Nemes Rush Group LLC$20.8M1
242GODSEY & GIBB, INC$20.8M1
243Dai-ichi Life Insurance Company, Ltd$20.6M1
244QRG CAPITAL MANAGEMENT, INC.$20.4M1
245MERCER GLOBAL ADVISORS INC /ADV$20.4M1
246AMERICAN CENTURY COMPANIES INC$20.4M1
247COMMONWEALTH EQUITY SERVICES, LLC$20.3M1
248Allworth Financial LP$20.1M1
249NewEdge Advisors, LLC$19.9M1
250ANCHOR CAPITAL ADVISORS LLC$19.8M1
251Ethic Inc.$19.8M1
252Wealthfront Advisers LLC$19.6M1
253DDD Partners, LLC$19.5M1
254Zurich Insurance Group Ltd/FI$19.4M1
255CONGRESS ASSET MANAGEMENT CO$19.3M1
256Haverford Trust Co$19.3M1
257Walleye Capital LLC$19.2M1
258XPONANCE LLC$19.1M1
259ADVISORY RESEARCH INC$19.1M1
260TEACHER RETIREMENT SYSTEM OF TEXAS$19.0M1
261Federation des caisses Desjardins du Quebec$19.0M1
262Maple Capital Management, Inc.$18.6M1
263USS Investment Management Ltd$18.3M1
264SCOTIA CAPITAL INC.$18.3M1
265Townsend & Associates, Inc$18.3M1
266WORLDQUANT MILLENNIUM ADVISORS LLC$17.9M1
267CAPSTONE INVESTMENT ADVISORS, LLC$17.9M1
268Epoch Investment Partners, Inc.$17.8M1
269Envestnet Portfolio Solutions, Inc.$17.8M1
270NatWest Group plc$17.7M1
271BP PLC$17.7M1
272PDT Partners, LLC$17.7M1
273WINTON GROUP Ltd$17.7M1
274CAXTON ASSOCIATES LLP$17.7M1
275LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$17.7M1
276BANQUE PICTET & CIE SA$17.5M1
277HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$17.3M1
278Utah Retirement Systems$17.3M1
279Bank Pictet & Cie (Europe) AG$17.3M1
280IRON Financial LLC$17.2M1
281Freestone Grove Partners LP$16.6M1
282NISSAY ASSET MANAGEMENT CORP /JAPAN$16.5M1
283Miramar Capital, LLC$16.5M1
284Sumitomo Mitsui DS Asset Management Company, Ltd$16.4M1
285Rakuten Investment Management, Inc.$15.9M1
286NEOS Investment Management LLC$15.9M1
287Ceredex Value Advisors LLC$15.8M1
288NEW YORK LIFE INVESTMENT MANAGEMENT LLC$15.8M1
289MayTech Global Investments, LLC$15.6M1
290UNITED CAPITAL FINANCIAL ADVISORS, LLC$15.5M1
291INTECH INVESTMENT MANAGEMENT LLC$15.4M1
292BAMCO INC /NY/$15.3M1
293Pathstone Holdings, LLC$15.1M1
294Sanctuary Advisors, LLC$15.0M1
295Vanguard Personalized Indexing Management, LLC$15.0M1
296Wilmington Savings Fund Society, FSB$14.9M1
297Danica Pension, Livsforsikringsaktieselskab$14.8M1
298DAVIS R M INC$14.7M1
299MARKEL GROUP INC.$14.7M1
300BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$14.7M1
301FIRST CITIZENS BANK & TRUST CO$14.7M1
302Waverly Advisors, LLC$14.5M1
303TRAPHAGEN INVESTMENT ADVISORS LLC$14.3M1
304Bryn Mawr Trust Advisors, LLC$14.3M1
305Andra AP-fonden$14.2M1
306CWM, LLC$13.9M1
307SUSQUEHANNA INTERNATIONAL GROUP, LLP$13.8M1
308Laurion Capital Management LP$13.7M1
309FUKOKU MUTUAL LIFE INSURANCE CO$13.7M1
310ALTA CAPITAL MANAGEMENT LLC/$13.6M1
311Shelter Mutual Insurance Co$13.6M1
312Elo Mutual Pension Insurance Co$13.5M1
313VestGen Advisors, LLC$13.4M1
314MOORE CAPITAL MANAGEMENT, LP$13.3M1
315U.S. Capital Wealth Advisors, LLC$13.1M1
316KORNITZER CAPITAL MANAGEMENT INC /KS$13.0M1
317Alley Investment Management Company, LLC$12.9M1
318Perigon Wealth Management, LLC$12.8M1
319Fulcrum Capital LLC$12.7M1
320YOUSIF CAPITAL MANAGEMENT, LLC$12.6M1
321McGuire Investment Group, LLC$12.4M1
322Atria Investments, Inc$12.4M1
323BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$12.4M1
324NORDEA INVESTMENT MANAGEMENT AB$12.3M1
325MANAGED ASSET PORTFOLIOS, LLC$12.3M1
326OREGON PUBLIC EMPLOYEES RETIREMENT FUND$12.2M1
327SAWGRASS ASSET MANAGEMENT LLC$12.1M1
328Calamos Advisors LLC$12.0M1
329Vitol Holding B.V.$11.9M1
330AlTi Global, Inc.$11.9M1
331MACQUARIE GROUP LTD$11.8M1
332Boston Common Asset Management, LLC$11.7M1
333EagleClaw Capital Managment, LLC$11.5M1
334World Investment Advisors$11.4M1
335MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$11.3M1
336Embree Financial Group$11.2M1
337MGO ONE SEVEN LLC$11.1M1
338Sand Hill Global Advisors, LLC$10.8M1
339OP Asset Management Ltd$10.8M1
340Cypress Capital Group$10.8M1
341Clear Harbor Asset Management, LLC$10.8M1
342TD Waterhouse Canada Inc.$10.8M1
343GHP Investment Advisors, Inc.$10.8M1
344VOLORIDGE INVESTMENT MANAGEMENT, LLC$10.7M1
345Susquehanna Portfolio Strategies, LLC$10.7M1
346Arax Advisory Partners$10.7M1
347Eurizon SLJ Capital Ltd$10.5M1
348JACOBS LEVY EQUITY MANAGEMENT, INC$10.5M1
349DIVERSIFY WEALTH MANAGEMENT, LLC$10.3M1
350HOWE & RUSLING INC$10.3M1
351RENAISSANCE TECHNOLOGIES LLC$10.3M1
352OPPENHEIMER & CO INC$10.2M1
353Candriam S.C.A.$10.2M1
354CAPITAL MANAGEMENT CORP /VA$10.2M1
355ASR Vermogensbeheer N.V.$10.1M1
356D.A. DAVIDSON & CO.$10.0M1
357ASSETMARK, INC$9.9M1
358WESTPAC BANKING CORP$9.9M1
359ABN AMRO INVESTMENT SOLUTIONS$9.9M1
360TrueMark Investments, LLC$9.8M1
361OPAL CAPITAL LLC$9.8M1
362Emmett Investment Management, LP$9.7M1
363CAPITOLIS LIQUID GLOBAL MARKETS LLC$9.7M1
364Northwest & Ethical Investments L.P.$9.6M1
365Empowered Funds, LLC$9.6M1
366Keystone Financial Planning, Inc.$9.5M1
367Clear Trail Advisors, LLC$9.4M1
368MASTERINVEST Kapitalanlage GmbH$9.4M1
369DAVENPORT & Co LLC$9.3M1
370MINDSET WEALTH MANAGEMENT, LLC$9.2M1
371UniSuper Management Pty Ltd$9.1M1
372MUFG Securities EMEA plc$9.1M1
373Azimuth Capital Investment Management LLC$9.1M1
374CULLINAN ASSOCIATES INC$9.1M1
375Curi Capital, LLC$8.9M1
376Avanza Fonder AB$8.9M1
377SOROS FUND MANAGEMENT LLC$8.9M1
378CANTOR FITZGERALD, L. P.$8.9M1
379MUFG Bank, Ltd.$8.9M1
380ELEMENT CAPITAL MANAGEMENT LLC$8.9M1
381LAZARD ASSET MANAGEMENT LLC$8.8M1
382Alphadyne Asset Management LP$8.8M1
383SIERRA SUMMIT ADVISORS LLC$8.8M1
384Interval Partners, LP$8.7M1
385Inlet Private Wealth, LLC$8.4M1
386Chicago Partners Investment Group LLC$8.4M1
387Mirabaud Asset Management Ltd$8.4M1
388BEACON INVESTMENT ADVISORY SERVICES, INC.$8.4M1
389HUB Investment Partners, LLC$8.3M1
390Bleakley Financial Group, LLC$8.3M1
391EDGEWOOD MANAGEMENT LLC$8.3M1
392Van Hulzen Asset Management, LLC$8.3M1
393Oak Harvest Investment Services$8.3M1
394EXCHANGE TRADED CONCEPTS, LLC$8.3M1
395BANK OF NOVA SCOTIA TRUST CO$8.2M1
396EDMOND DE ROTHSCHILD HOLDING S.A.$8.2M1
397Capital International Sarl$8.1M1
398GUARDIAN CAPITAL LP$8.0M1
399Sequoia Financial Advisors, LLC$8.0M1
400First Washington CORP$8.0M1
401ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$7.9M1
402MONIMUS CAPITAL MANAGEMENT, LP$7.8M1
403Moors & Cabot, Inc.$7.7M1
404PICTON MAHONEY ASSET MANAGEMENT$7.6M1
405HARRELL INVESTMENT PARTNERS, LLC$7.6M1
406Investment Management Corp of Ontario$7.6M1
407Evelyn Partners Investment Management LLP$7.5M1
408REGIONS FINANCIAL CORP$7.4M1
409Osmosis Investment Management UK Ltd$7.4M1
410FIRST FOUNDATION ADVISORS$7.4M1
411SAGESPRING WEALTH PARTNERS, LLC$7.4M1
412Aviso Financial Inc.$7.4M1
413Turtle Creek Wealth Advisors, LLC$7.0M1
414EDENTREE ASSET MANAGEMENT Ltd$7.0M1
415Evelyn Partners Asset Management Ltd$6.9M1
416FIRST NATIONAL TRUST CO$6.8M1
417GILDER GAGNON HOWE & CO LLC$6.8M1
418Walter Public Investments Inc.$6.8M1
419LEAVELL INVESTMENT MANAGEMENT, INC.$6.7M1
420Norinchukin Bank, The$6.7M1
421Aull & Monroe Investment Management Corp$6.6M1
422OSSIAM$6.6M1
423Vident Advisory, LLC$6.6M1
424Scissortail Wealth Management, LLC$6.6M1
425MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$6.5M1
426MIZUHO SECURITIES USA LLC$6.4M1
427AGF MANAGEMENT LTD$6.4M1
428GREENWOOD CAPITAL ASSOCIATES LLC$6.4M1
429Stratos Wealth Partners, LTD.$6.4M1
430TRITONPOINT WEALTH, LLC$6.2M1
431Crossmark Global Holdings, Inc.$6.2M1
432Trajan Wealth LLC$6.2M1
433B. Metzler seel. Sohn & Co. AG$6.1M1
434WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$6.0M1
435Monte Financial Group, LLC$6.0M1
436Tulsa Wealth Advisors, INC$5.9M1
437BOKF, NA$5.9M1
438Guardian Partners Inc.$5.9M1
439Frank, Rimerman Advisors LLC$5.9M1
440Davidson Capital Management Inc.$5.8M1
441Global X Japan Co., Ltd.$5.8M1
442Onex Canada Asset Management Inc.$5.8M1
443Savant Capital, LLC$5.7M1
444KKM Financial LLC$5.7M1
445FOURPATH CAPITAL MANAGEMENT, LLC$5.7M1
446OMERS ADMINISTRATION Corp$5.5M1
447Caledonia (Private) Investments Pty Ltd$5.5M1
448Orion Porfolio Solutions, LLC$5.5M1
449TWINBEECH CAPITAL LP$5.5M1
450Laird Norton Wetherby Trust Company, LLC$5.5M1
451VAN DEN BERG MANAGEMENT I, INC$5.5M1
452Lido Advisors, LLC$5.4M1
453Capstone Financial Advisors, Inc.$5.4M1
454DONALDSON CAPITAL MANAGEMENT, LLC$5.3M1
455Maryland State Retirement & Pension System$5.3M1
456Evelyn Partners Investment Management Services Ltd$5.3M1
457Core Alternative Capital$5.3M1
458Comprehensive Financial Consultants Institutional, Inc.$5.2M1
459MOTCO$5.2M1
460HARMONY ASSET MANAGEMENT LLC$5.2M1
461PROMETHIUM ADVISORS,LLC$5.2M1
462Militia Capital Management LLC$5.1M1
463Metis Global Partners, LLC$5.1M1
464ING GROEP NV$5.1M1
465BRADLEY FOSTER & SARGENT INC/CT$5.1M1
466Woodbridge CO LTD$5.0M1
467Mesirow Financial Investment Management, Inc.$5.0M1
468FAS Wealth Partners, Inc.$4.9M1
469Plato Investment Management Ltd$4.9M1
470CAPITAL INTERNATIONAL LTD /CA/$4.8M1
471Mission Creek Capital Partners, Inc.$4.8M1
472Stamos Capital Partners, L.P.$4.7M1
473Union Bancaire Privee, UBP SA$4.6M1
474Edgestream Partners, L.P.$4.6M1
475EP Wealth Advisors, LLC$4.5M1
476Cornerstone Wealth Group, LLC$4.5M1
477Ascent Group, LLC$4.5M1
478NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.4M1
479Clearstead Advisors, LLC$4.4M1
480EVOKE WEALTH, LLC$4.4M1
481Linscomb Wealth, Inc.$4.4M1
482FIRST NATIONAL BANK OF OMAHA$4.3M1
483Churchill Financial Advisors, LLC$4.3M1
484Thrive Capital Management, LLC$4.3M1
485Merit Financial Group, LLC$4.3M1
486Trexquant Investment LP$4.3M1
487AG2R LA MONDIALE GESTION D'ACTIFS$4.3M1
488Oak Thistle LLC$4.3M1
489Foyston, Gordon & Payne Inc$4.3M1
490Siemens Fonds Invest GmbH$4.3M1
491Man Group plc$4.3M1
492LOOMIS SAYLES & CO L P$4.2M1
493Pictet North America Advisors SA$4.2M1
494Callan Family Office, LLC$4.2M1
495Modern Wealth Management, LLC$4.2M1
496Redmond Asset Management, LLC$4.2M1
497PRINCIPAL SECURITIES, INC.$4.2M1
498Procyon Advisors, LLC$4.2M1
499CHOREO, LLC$4.2M1
500Slagle Financial, LLC$4.1M1
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 / 4 sell
Congress net ($ bound)−$58.0K to $26.0K
Filers net (actions)not in build
Filers net ($ 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 CME

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

Financials — as filed PLANNED

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