Public record / Tickers / CMG

CMG — CHIPOTLE MEXICAN GRILL INC

Both disclosure regimes on one name: who in Congress filed about CMG, 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
56
all PTR rows naming CMG
Members · 12m
5
3 buys · 5 sells · by trade date
Latest PTR
05-13
filed 2026-05-13
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

John W. Hickenlooper · $100K–$250K

Sale · traded 2025-06-12 → filed 2025-07-07. Ranked over every CMG row by the provable lower bound, never a point estimate.

5 members · 3 buys / 5 sells

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

13 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

23 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. 23 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CMG · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CMG
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-05-13Byron Donalds R–FL-19SaleTraded 04-02 +41d$1K–$15K
2026-05-13Byron Donalds R–FL-19Sale · SP (spouse-owned)Traded 04-02 +41d$1K–$15K
2026-01-13Julia Letlow R–LA-5SaleTraded 2025-11-03 LATE·71d$1K–$15K
2026-01-13Julia Letlow R–LA-5PurchaseTraded 2025-08-26 LATE·140d$1K–$15K
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 11-18 +27d$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 56 ↗

Members active in CMG

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing CMG 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.
Byron Donalds R–FL-194−$28.0K to $28.0K2
Cleo Fields D–LA-61−$50.0K to −$15.0K1
Gilbert Ray Cisneros, Jr. D–CA-311$1.0K to $15.0K2
Julia Letlow R–LA-51−$15.0K to −$1.0K2
Markwayne Mullin R–OK1−$50.0K to −$15.0K

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

Congress ↔ notable managers · CMG

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 · CHIPOTLE MEXICAN GRILL INC

Merged timeline of congressional filings and notable-manager moves on CMG
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+60,621 sh
2026-05-15Bridgewater Associates 13Ftrim−175,247 sh
2026-05-15Moore Capital Management 13Ftrim−505,994 sh
2026-05-15Third Point 13Fexit−4,725,000 sh
2026-05-15Duquesne Family Office 13Fexit−391,930 sh
2026-05-14Caxton Associates 13Fadd+483,336 sh

6 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 CMG for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$3.6B1
2VANGUARD CAPITAL MANAGEMENT LLC$2.7B1
3Capital World Investors$2.6B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$2.0B1
5STATE STREET CORP$1.8B1
6Capital International Investors$1.4B1
7FMR LLC$971M1
8GEODE CAPITAL MANAGEMENT, LLC$964M1
9ALLIANCEBERNSTEIN L.P.$688M1
10MORGAN STANLEY$577M1
11ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$527M1
12D. E. Shaw & Co., Inc.$460M1
13NORTHERN TRUST CORP$433M1
14Amundi$383M1
15BANK OF AMERICA CORP /DE/$383M1
16Clearbridge Investments, LLC$375M1
17Invesco Ltd.$326M1
18AQR CAPITAL MANAGEMENT LLC$287M1
19UBS Group AG$281M1
20Legal & General Group Plc$272M1
21UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$266M1
22TWO SIGMA INVESTMENTS, LP$263M1
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$252M1
24Sustainable Growth Advisers, LP$250M1
25Nuveen, LLC$248M1
26Janus Henderson Group Ltd.$246M1
27VANGUARD FIDUCIARY TRUST CO$241M1
28Alyeska Investment Group, L.P.$227M1
29AMERICAN CENTURY COMPANIES INC$221M1
30Bank of New York Mellon Corp$220M1
31DIMENSIONAL FUND ADVISORS LP$215M1
32BARCLAYS PLC$211M1
33DEUTSCHE BANK AG\$163M1
34JANE STREET GROUP, LLC$152M1
35FIL Ltd$149M1
36MONTRUSCO BOLTON INVESTMENTS INC.$148M1
37CITADEL ADVISORS LLC$142M1
38RAYMOND JAMES FINANCIAL INC$142M1
39Ilex Capital Partners (UK) LLP$128M1
40WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$125M1
41Swiss National Bank$124M1
42Magellan Asset Management Ltd$124M1
43MILLENNIUM MANAGEMENT LLC$123M1
44WORLDQUANT MILLENNIUM ADVISORS LLC$122M1
45TD ASSET MANAGEMENT INC$116M1
46OMERS ADMINISTRATION Corp$113M1
47WELLS FARGO & COMPANY/MN$107M1
48Assenagon Asset Management S.A.$105M1
49Sumitomo Mitsui Trust Group, Inc.$98.1M1
50Mitsubishi UFJ Asset Management Co., Ltd.$94.7M1
51Man Group plc$91.9M1
52Vanguard Global Advisers, LLC$91.2M1
53Unisphere Establishment$91.2M1
54BRISTOL JOHN W & CO INC /NY/$85.2M1
55Epoch Investment Partners, Inc.$83.9M1
56CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$83.1M1
57Trexquant Investment LP$79.1M1
58STEADFAST CAPITAL MANAGEMENT LP$75.8M1
59TREMBLANT CAPITAL GROUP$74.3M1
60CANADA PENSION PLAN INVESTMENT BOARD$73.9M1
61Empower Advisory Group, LLC$73.6M1
62VANGUARD ASSET MANAGEMENT, Ltd$72.7M1
63ROYAL BANK OF CANADA$71.5M1
64Qube Research & Technologies Ltd$70.7M1
65HSBC HOLDINGS PLC$70.4M1
66ONTARIO TEACHERS PENSION PLAN BOARD$68.4M1
67National Pension Service$67.7M1
68Squarepoint Ops LLC$66.8M1
69CITIGROUP INC$66.3M1
70WELLINGTON MANAGEMENT GROUP LLP$64.2M1
71PARNASSUS INVESTMENTS, LLC$58.5M1
72ADAGE CAPITAL PARTNERS GP, L.L.C.$57.4M1
73ENVESTNET ASSET MANAGEMENT INC$56.8M1
74CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$56.6M1
75PRUDENTIAL FINANCIAL INC$55.2M1
76PRINCIPAL FINANCIAL GROUP INC$52.8M1
77Universal- Beteiligungs- und Servicegesellschaft mbH$49.8M1
78Susquehanna Portfolio Strategies, LLC$47.8M1
79Two Creeks Capital Management, LP$44.4M1
80JOHNSON INVESTMENT COUNSEL INC$42.1M1
81Connor, Clark & Lunn Investment Management Ltd.$42.1M1
82Hudson Bay Capital Management LP$41.9M1
83LPL Financial LLC$41.5M1
84Quantinno Capital Management LP$41.5M1
85STIFEL FINANCIAL CORP$40.8M1
86Ensign Peak Advisors, Inc$40.4M1
87NISSAY ASSET MANAGEMENT CORP /JAPAN$38.6M1
88AMERIPRISE FINANCIAL INC$38.2M1
89STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$38.0M1
90Voleon Capital Management LP$37.8M1
91AVIVA PLC$37.4M1
92Vantage Investment Partners, LLC$34.9M1
93MANUFACTURERS LIFE INSURANCE COMPANY, THE$33.8M1
94CIBC Bancorp USA Inc.$32.5M1
95Korea Investment CORP$32.4M1
96Anomaly Capital Management, LP$32.3M1
97Aberdeen Group plc$31.9M1
98STATE OF WISCONSIN INVESTMENT BOARD$31.6M1
99Woodline Partners LP$31.6M1
100CAXTON ASSOCIATES LLP$31.4M1
101BANK OF NOVA SCOTIA$31.2M1
102MACKENZIE FINANCIAL CORP$31.0M1
103BANK OF MONTREAL /CAN/$30.1M1
104VICTORY CAPITAL MANAGEMENT INC$29.7M1
105RENAISSANCE TECHNOLOGIES LLC$28.9M1
106Interval Partners, LP$28.4M1
107PFA Pension, Forsikringsaktieselskab$27.5M1
108SUSQUEHANNA INTERNATIONAL GROUP, LLP$26.8M1
109ROYAL LONDON ASSET MANAGEMENT LTD$26.3M1
110IEQ CAPITAL, LLC$25.6M1
111Delta Global Management LP$25.2M1
112NATIONAL BANK OF CANADA /FI/$24.5M1
113FIRST TRUST ADVISORS LP$24.4M1
114FRANKLIN RESOURCES INC$24.1M1
115TOCQUEVILLE ASSET MANAGEMENT L.P.$23.8M1
116NORDEA INVESTMENT MANAGEMENT AB$23.6M1
117APG Asset Management N.V.$23.6M1
118DANSKE BANK A/S$23.0M1
119US BANCORP \DE\$22.7M1
120Swedbank AB$22.6M1
121IMC-Chicago, LLC$21.9M1
122Vanguard Investments Australia, Ltd.$21.1M1
123FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$21.1M1
124Eurizon Capital SGR S.p.A.$20.9M1
125Chevy Chase Trust Holdings, LLC$20.7M1
126TRILLIUM ASSET MANAGEMENT, LLC$20.5M1
127Zurcher Kantonalbank (Zurich Cantonalbank)$20.0M1
128Walleye Trading LLC$19.8M1
129BNP Paribas Asset Management Holding S.A.$19.6M1
130Bank Pictet & Cie (Europe) AG$19.0M1
131Cerity Partners LLC$18.9M1
132Capital International, Inc./CA/$18.8M1
133Pictet Asset Management Holding SA$18.8M1
134Mariner, LLC$18.7M1
135FIFTH THIRD BANCORP$18.6M1
136Asset Management One Co., Ltd.$18.2M1
137ING GROEP NV$18.1M1
138ASSETMARK, INC$17.9M1
139GUGGENHEIM CAPITAL LLC$17.9M1
140NOMURA ASSET MANAGEMENT CO LTD$17.3M1
141PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$17.1M1
142ALKEON CAPITAL MANAGEMENT LLC$16.0M1
143BANQUE PICTET & CIE SA$15.9M1
144GDS Wealth Management$15.8M1
145MARSICO CAPITAL MANAGEMENT LLC$15.7M1
146Teca Partners, LP$15.5M1
147KLP KAPITALFORVALTNING AS$15.4M1
148BLAIR WILLIAM & CO/IL$15.3M1
149STOREBRAND ASSET MANAGEMENT AS$15.1M1
150State of New Jersey Common Pension Fund D$14.5M1
151SEI INVESTMENTS CO$14.4M1
152Cetera Investment Advisers$14.3M1
153Y-Intercept (Hong Kong) Ltd$14.3M1
154TRUIST FINANCIAL CORP$14.0M1
155Calamos Advisors LLC$13.9M1
156Lansforsakringar Fondforvaltning AB (publ)$13.6M1
157CREDIT AGRICOLE S A$13.6M1
158STATE OF MICHIGAN RETIREMENT SYSTEM$13.6M1
159Creative Planning$13.5M1
160SCHRODER INVESTMENT MANAGEMENT GROUP$13.4M1
161Equitable Holdings, Inc.$13.4M1
162UMB Bank, n.a.$13.2M1
163Resona Asset Management Co.,Ltd.$13.0M1
164NISA INVESTMENT ADVISORS, LLC$12.8M1
165FRONTIER CAPITAL MANAGEMENT CO LLC$12.5M1
166Tredje AP-fonden$12.5M1
167TORONTO DOMINION BANK$12.4M1
168NICHOLAS COMPANY, INC.$12.1M1
169Aquatic Capital Management LLC$12.1M1
170Focus Partners Wealth$11.9M1
171Maple Capital Management, Inc.$11.8M1
172XPONANCE LLC$11.7M1
173WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$11.7M1
174MetLife Investment Management, LLC$11.7M1
175Gotham Asset Management, LLC$11.6M1
176Arizona State Retirement System$11.6M1
177VOLORIDGE INVESTMENT MANAGEMENT, LLC$11.6M1
178NATIXIS$11.5M1
179Czech National Bank$11.4M1
180Varma Mutual Pension Insurance Co$11.1M1
181Swiss Life Asset Management Ltd$10.5M1
182Benchstone Capital Management LP$10.4M1
183Verition Fund Management LLC$10.4M1
184Schonfeld Strategic Advisors LLC$10.3M1
185CIBC Asset Management Inc$10.0M1
186CWM, LLC$9.9M1
187COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$9.7M1
188Quantbot Technologies LP$9.7M1
189OSAIC HOLDINGS, INC.$9.6M1
190TWINBEECH CAPITAL LP$9.6M1
191Lansing Street Advisors$9.5M1
192Quadrature Capital Ltd$9.4M1
193Aware Super Pty Ltd as trustee of Aware Super$9.1M1
194BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$8.9M1
195Retirement Systems of Alabama$8.9M1
196DnB Asset Management AS$8.8M1
197Allspring Global Investments Holdings, LLC$8.8M1
198Daiwa Securities Group Inc.$8.7M1
199VOYA INVESTMENT MANAGEMENT LLC$8.5M1
200CIM, LLC$8.5M1
201IFM Investors Pty Ltd$8.5M1
202SEB Asset Management AB$8.4M1
203F/m Investments LLC$8.2M1
204Edgestream Partners, L.P.$8.1M1
205Darwins River Capital, LP$8.1M1
206MERCER GLOBAL ADVISORS INC /ADV$8.1M1
207Foster Victor Wealth Advisors, LLC$8.1M1
208Kera Capital Partners, Inc.$8.0M1
209Centiva Capital, LP$8.0M1
210Mirae Asset Global Investments Co., Ltd.$7.9M1
211NOMURA HOLDINGS INC$7.6M1
212LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$7.6M1
213River Wealth Advisors LLC$7.6M1
214COMMONWEALTH EQUITY SERVICES, LLC$7.5M1
215TEACHER RETIREMENT SYSTEM OF TEXAS$7.5M1
216PRUDENTIAL PLC$7.5M1
217USS Investment Management Ltd$7.4M1
218Pinnacle Financial Partners, Inc.$7.4M1
219O'SHAUGHNESSY ASSET MANAGEMENT, LLC$7.3M1
220NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$7.3M1
221Rockefeller Capital Management L.P.$7.2M1
222Moran Wealth Management, LLC$7.0M1
223Utah Retirement Systems$6.8M1
224Taikang Asset Management (Hong Kong) Co Ltd$6.8M1
225PUBLIC SECTOR PENSION INVESTMENT BOARD$6.6M1
226MML INVESTORS SERVICES, LLC$6.6M1
227LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$6.5M1
228KESTRA PRIVATE WEALTH SERVICES, LLC$6.4M1
229OFI INVEST ASSET MANAGEMENT$6.2M1
230Corient Private Wealth LLC$6.2M1
231NEW YORK LIFE INVESTMENT MANAGEMENT LLC$6.2M1
232MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$6.2M1
233ProShare Advisors LLC$6.2M1
234BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$6.1M1
235Federation des caisses Desjardins du Quebec$6.1M1
236Rakuten Investment Management, Inc.$6.1M1
237NEOS Investment Management LLC$6.1M1
238ASR Vermogensbeheer N.V.$6.1M1
239CIBC WORLD MARKET INC.$6.0M1
240CAPSTONE INVESTMENT ADVISORS, LLC$5.9M1
241BROWN ADVISORY INC$5.9M1
242Qsemble Capital Management, LP$5.9M1
243Robertson Stephens Wealth Management, LLC$5.8M1
244Lombard Odier Asset Management (Europe) Ltd$5.8M1
245&PARTNERS$5.8M1
246BLI - Banque de Luxembourg Investments$5.7M1
247CAISSE DES DEPOTS ET CONSIGNATIONS$5.6M1
248Baird Financial Group, Inc.$5.5M1
249Westerkirk Capital Inc.$5.4M1
250Sumitomo Mitsui DS Asset Management Company, Ltd$5.4M1
251Vanguard Personalized Indexing Management, LLC$5.3M1
252Steward Partners Investment Advisory, LLC$5.3M1
253HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$5.3M1
254Pathstone Holdings, LLC$5.2M1
255AlpenGlobal Capital LLC$5.2M1
256SHELTON CAPITAL MANAGEMENT$5.2M1
257HighTower Advisors, LLC$5.1M1
258GAGNON SECURITIES LLC$5.1M1
259PEAK6 LLC$5.0M1
260Jefferies Financial Group Inc.$4.9M1
261SCHOLTZ & COMPANY, LLC$4.9M1
262Wealthspire Advisors, LLC$4.9M1
263NewEdge Advisors, LLC$4.8M1
264OREGON PUBLIC EMPLOYEES RETIREMENT FUND$4.8M1
265Brevan Howard Capital Management LP$4.7M1
266Allianz Asset Management GmbH$4.7M1
267Capital Group Private Client Services, Inc.$4.6M1
268Orange Investment Advisors, Inc.$4.5M1
269Mediolanum International Funds Ltd$4.5M1
270World Investment Advisors$4.4M1
271DLK Investment Management, LLC$4.4M1
272MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.4M1
273Capital International Sarl$4.4M1
274MACQUARIE GROUP LTD$4.4M1
275OP Asset Management Ltd$4.3M1
276YOUSIF CAPITAL MANAGEMENT, LLC$4.3M1
277Ethic Inc.$4.3M1
278Wealthfront Advisers LLC$4.3M1
279Danica Pension, Livsforsikringsaktieselskab$4.1M1
280S-Bank Fund Management Ltd$4.1M1
281Elk River Wealth Management LLC$4.0M1
282ICICI Prudential Asset Management Co Ltd$4.0M1
283Lighthouse Investment Partners, LLC$4.0M1
284KEYBANK NATIONAL ASSOCIATION/OH$4.0M1
285OCCUDO QUANTITATIVE STRATEGIES LP$4.0M1
286UniSuper Management Pty Ltd$4.0M1
287M&T BANK CORP$4.0M1
288Merit Financial Group, LLC$3.9M1
289Weiss Asset Management LP$3.9M1
290Bank Julius Baer & Co. Ltd, Zurich$3.8M1
291QRG CAPITAL MANAGEMENT, INC.$3.8M1
292Orion Porfolio Solutions, LLC$3.8M1
293Andra AP-fonden$3.7M1
294LMR Partners LLP$3.7M1
295INTECH INVESTMENT MANAGEMENT LLC$3.6M1
296Beacon Pointe Advisors, LLC$3.6M1
297Avanza Fonder AB$3.5M1
298Havemeyer Place LP$3.5M1
299Summit Trail Advisors, LLC$3.4M1
300FIDELIS CAPITAL PARTNERS, LLC$3.4M1
301Saba Capital Management, L.P.$3.4M1
302Investment Management Corp of Ontario$3.4M1
303WESTPAC BANKING CORP$3.4M1
304WINTON GROUP Ltd$3.4M1
305Knollwood Investment Advisory, LLC$3.3M1
306SIMPLEX TRADING, LLC$3.3M1
307Advisors Asset Management, Inc.$3.3M1
308Robeco Institutional Asset Management B.V.$3.2M1
309Douglass Winthrop Advisors, LLC$3.2M1
310Leonteq Securities AG$3.1M1
311HOWARD FINANCIAL SERVICES, LTD.$3.0M1
312Bragg Financial Advisors, Inc$3.0M1
313CAPITOLIS LIQUID GLOBAL MARKETS LLC$3.0M1
314Gibraltar Capital Management, Inc.$3.0M1
315Eurizon SLJ Capital Ltd$2.9M1
316First Nebraska Trust Co$2.9M1
317Twin Tree Management, LP$2.9M1
318XTX Topco Ltd$2.9M1
319D.A. DAVIDSON & CO.$2.9M1
320FIRST MANHATTAN CO. LLC.$2.8M1
321OPPENHEIMER ASSET MANAGEMENT INC.$2.8M1
322Scott & Selber, Inc.$2.8M1
323Sanctuary Advisors, LLC$2.8M1
324Vident Advisory, LLC$2.8M1
325ArrowMark Colorado Holdings LLC$2.7M1
326SPIREPOINT PRIVATE CLIENT, LLC$2.7M1
327Empowered Funds, LLC$2.7M1
328Oak Thistle LLC$2.7M1
329Caption Management, LLC$2.6M1
330Rafferty Asset Management, LLC$2.6M1
331Norinchukin Bank, The$2.6M1
332Tidal Investments LLC$2.6M1
333Candriam S.C.A.$2.5M1
334MIZUHO SECURITIES USA LLC$2.5M1
335Engineers Gate Manager LP$2.5M1
336Lido Advisors, LLC$2.5M1
337Private Advisor Group, LLC$2.4M1
338Bridgewater Associates, LP$2.4M1
339Lafayette Investments, Inc.$2.4M1
340Sarasin & Partners LLP$2.3M1
341Numerai GP LLC$2.3M1
342Savoir Faire Capital Management, L.P.$2.3M1
343Osmosis Investment Management UK Ltd$2.3M1
344NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$2.3M1
345TD Waterhouse Canada Inc.$2.3M1
346Callan Family Office, LLC$2.2M1
347COMMERCE BANK$2.2M1
348PARK NATIONAL CORP /OH/$2.2M1
349Crossmark Global Holdings, Inc.$2.2M1
350KMG FIDUCIARY PARTNERS, LLC$2.2M1
351ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$2.2M1
352ABN AMRO INVESTMENT SOLUTIONS$2.2M1
353Glenview Trust Co$2.1M1
354Buttonwood Financial Advisors Inc.$2.1M1
355180 WEALTH ADVISORS, LLC$2.1M1
356STANSBERRY ASSET MANAGEMENT, LLC$2.1M1
357Generali Asset Management SPA SGR$2.1M1
358Maryland State Retirement & Pension System$2.1M1
359Leibman Financial Services, Inc.$2.1M1
360Fund 1 Investments, LLC$2.1M1
361Clearstead Advisors, LLC$2.0M1
362Concurrent Investment Advisors, LLC$2.0M1
363Kazazian Asset Management, LLC$2.0M1
364Comprehensive Financial Consultants Institutional, Inc.$2.0M1
365Sullivan Wood Capital Management LLC$1.9M1
366LGT Fund Management Co Ltd.$1.9M1
367Metis Global Partners, LLC$1.9M1
368YHB Investment Advisors, Inc.$1.9M1
369Tower Research Capital LLC (TRC)$1.9M1
370Pallas Capital Advisors LLC$1.8M1
371MGO ONE SEVEN LLC$1.8M1
372AG2R LA MONDIALE GESTION D'ACTIFS$1.8M1
373FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$1.7M1
374MUFG Securities EMEA plc$1.7M1
375Kestra Advisory Services, LLC$1.7M1
376Vontobel Holding Ltd.$1.6M1
377LGT Group Foundation$1.6M1
378Bridgefront Capital, LLC$1.6M1
379TOKIO MARINE ASSET MANAGEMENT CO LTD$1.6M1
380RBF Capital, LLC$1.6M1
381GP Brinson Investments LLC$1.6M1
382Lynch Asset Management, Inc.$1.6M1
383Sequoia Financial Advisors, LLC$1.6M1
384TWIN CAPITAL MANAGEMENT INC$1.6M1
385Focus Partners Advisor Solutions, LLC$1.6M1
386Saudi Central Bank$1.6M1
387CALIBER WEALTH MANAGEMENT, LLC / KS$1.6M1
388ALLIANZ SE$1.6M1
389Atria Investments, Inc$1.5M1
390Stratos Wealth Partners, LTD.$1.5M1
391Hills Bank & Trust Co$1.5M1
392MAI Capital Management$1.5M1
393INTACT INVESTMENT MANAGEMENT INC.$1.5M1
394Siemens Fonds Invest GmbH$1.5M1
395Machina Capital S.A.S.$1.5M1
396Empirical Finance, LLC$1.5M1
397Bell Bank$1.5M1
398Lombard Odier Asset Management (Switzerland) SA$1.5M1
399Polar Asset Management Partners Inc.$1.5M1
400OLD SECOND NATIONAL BANK OF AURORA$1.4M1
401Allworth Financial LP$1.4M1
402KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$1.4M1
403GABLES CAPITAL MANAGEMENT INC.$1.4M1
404BENJAMIN EDWARDS INC$1.4M1
405Garde Capital, Inc.$1.4M1
406HB Wealth Management, LLC$1.4M1
407Apollon Wealth Management, LLC$1.4M1
408OPPENHEIMER & CO INC$1.3M1
409NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.3M1
410PINNACLE ASSOCIATES LTD$1.3M1
411Spire Wealth Management$1.3M1
412Headlands Technologies LLC$1.3M1
413GROUP ONE TRADING LLC$1.3M1
414Midwest Trust Co$1.3M1
415Martin Capital Advisors, LLP$1.3M1
416Accurate Wealth Management, LLC$1.3M1
417Waverly Advisors, LLC$1.3M1
418REGIONS FINANCIAL CORP$1.3M1
419Winslow Capital Management, LLC$1.2M1
420Laird Norton Wetherby Trust Company, LLC$1.2M1
421North Dakota State Investment Board$1.2M1
422Brooklyn Investment Group$1.2M1
423Dai-ichi Life Insurance Company, Ltd$1.2M1
424Prudent Man Advisors, LLC$1.2M1
4251ST SOURCE BANK$1.2M1
426Caitong International Asset Management Co., Ltd$1.2M1
427Banque Cantonale Vaudoise$1.2M1
428FORA Capital, LLC$1.2M1
429Pine Haven Investment Counsel, Inc$1.2M1
430FOUNDERS FINANCIAL SECURITIES LLC$1.2M1
431Bleakley Financial Group, LLC$1.2M1
432MUFG SECURITIES AMERICAS INC.$1.2M1
433COLDSTREAM CAPITAL MANAGEMENT INC$1.1M1
434SECURIAN ASSET MANAGEMENT, INC$1.1M1
435Gradient Investments LLC$1.1M1
436INDEPENDENT FINANCIAL GROUP, LLC$1.1M1
437QUADRANT CAPITAL GROUP LLC$1.1M1
438NorthCrest Asset Manangement, LLC$1.1M1
439Oxler Private Wealth LLC$1.0M1
440Sterling Capital Management LLC$1.0M1
441Dynamic Technology Lab Private Ltd$1.0M1
442Krilogy Financial LLC$1.0M1
443Ally Financial Inc.$1.0M1
444UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.0M1
445ELEVATION POINT WEALTH PARTNERS, LLC$1.0M1
446Plato Investment Management Ltd$1.0M1
447Synergy Financial Group, LTD$1.0M1
448Mutual Advisors, LLC$984K1
449Generali Investments Towarzystwo Funduszy Inwestycyjnych$983K1
450BAILARD, INC.$966K1
451BRIGHT ROCK CAPITAL MANAGEMENT, LLC$960K1
452Chicago Partners Investment Group LLC$958K1
453Evelyn Partners Investment Management LLP$950K1
454Independent Advisor Alliance$924K1
455Sowell Financial Services LLC$919K1
456Palogic Value Management, L.P.$917K1
457INSIGNEO ADVISORY SERVICES, LLC$904K1
458Oakum Bay Capital LLC$890K1
459Envestnet Portfolio Solutions, Inc.$890K1
460BLUEFIN CAPITAL MANAGEMENT, LLC$874K1
461EP Wealth Advisors, LLC$868K1
462Composition Wealth, LLC$862K1
463ALEXANDER LABRUNERIE & CO., INC.$860K1
464Nautilus Advisors LLC$859K1
465Nippon Life Global Investors Americas, Inc.$855K1
466Curi Capital, LLC$849K1
467Bull Harbor Capital LLC$845K1
468Quadcap Wealth Management, LLC$843K1
469Pictet North America Advisors SA$832K1
470CHOREO, LLC$819K1
471DAVENPORT & Co LLC$808K1
472River Street Advisors LLC$804K1
473DUMONT & BLAKE INVESTMENT ADVISORS LLC$796K1
474Summit Financial, LLC$795K1
475Meeder Advisory Services, Inc.$782K1
476Compound Planning, Inc.$772K1
477TEMA ETFS LLC$763K1
478Polymer Capital Management (US) LLC$758K1
479WCG Wealth Advisors LLC$755K1
480DoubleLine ETF Adviser LP$754K1
481BOOTHBAY FUND MANAGEMENT, LLC$747K1
482AE Wealth Management LLC$736K1
483FIRST FINANCIAL CORP /IN/$732K1
484Western Wealth Management, LLC$724K1
485Circle Wealth Management, LLC$724K1
486CANTOR FITZGERALD, L. P.$718K1
487Clear Street Group Inc.$713K1
488Savant Capital, LLC$711K1
489Kingsview Wealth Management, LLC$706K1
490Systematic Alpha Investments, LLC$691K1
491Choate Investment Advisors$688K1
492Banco Santander, S.A.$677K1
493Sava Infond d.o.o.$669K1
494MidFirst Bank$663K1
495SAGESPRING WEALTH PARTNERS, LLC$662K1
496LAZARD ASSET MANAGEMENT LLC$656K1
497Linden Thomas Advisory Services, LLC$652K1
498EARNED WEALTH ADVISORS, LLC$644K1
499TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV$644K1
500Wedmont Private Capital$642K1
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 / 5 sell
Congress net ($ bound)−$142K to $12.0K
Filers net (actions)not in build
Filers net ($ 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 CMG

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for CMG · financials and macro

Financials — as filed PLANNED

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