Public record / Tickers / CMI

CMI — CUMMINS INC

Both disclosure regimes on one name: who in Congress filed about CMI, 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
40
all PTR rows naming CMI
Members · 12m
4
3 buys · 3 sells · by trade date
Latest PTR
04-30
filed 2026-04-30
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

Richard L. Hanna · $100K–$250K

Purchase · traded 2015-12-09 → filed 2016-01-15. Ranked over every CMI row by the provable lower bound, never a point estimate.

4 members · 3 buys / 3 sells

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

5 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 CMI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CMI
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-04-30Jared Moskowitz D–FL-23Sale · partial (partial sale)Traded 03-31 +30d$1K–$15K
2026-03-16Josh Gottheimer D–NJ-5Purchase · JT (jointly owned)Traded 02-05 +39d$1K–$15K
2026-03-12Julia Letlow R–LA-5PurchaseTraded 02-04 +36d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-30 +22d$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 40 ↗

Members active in CMI

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing CMI 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.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
Jared Moskowitz D–FL-231−$15.0K to −$1.0K3
Josh Gottheimer D–NJ-51$1.0K to $15.0K2
Julia Letlow R–LA-51$1.0K to $15.0K2

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

Congress ↔ notable managers · CMI

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

Trimming
1 Caxton Associates $239K held

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

Merged timeline of congressional filings and notable-manager moves on CMI
DateWhoChangeSize
2026-05-15Tudor Investment Corp 13Fnew+165,221 sh
2026-05-15Gotham Asset Management 13Fadd+7,814 sh
2026-05-15Bridgewater Associates 13Fadd+8,693 sh
2026-05-14Caxton Associates 13Ftrim−307 sh

4 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 CMI for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$6.4B1
2VANGUARD CAPITAL MANAGEMENT LLC$4.8B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$4.0B1
4STATE STREET CORP$3.7B1
5FMR LLC$2.9B1
6GEODE CAPITAL MANAGEMENT, LLC$2.0B1
7Fisher Asset Management, LLC$1.9B1
8MORGAN STANLEY$1.6B1
9BANK OF AMERICA CORP /DE/$945M1
10NORTHERN TRUST CORP$927M1
11UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$851M1
12RAYMOND JAMES FINANCIAL INC$802M1
13DIMENSIONAL FUND ADVISORS LP$752M1
14ROYAL BANK OF CANADA$584M1
15Boston Partners$574M1
16Legal & General Group Plc$541M1
17Bank of New York Mellon Corp$526M1
18AQR CAPITAL MANAGEMENT LLC$511M1
19Invesco Ltd.$501M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$492M1
21STIFEL FINANCIAL CORP$452M1
22VANGUARD FIDUCIARY TRUST CO$418M1
23First Eagle Investment Management, LLC$413M1
24Amundi$402M1
25VOYA INVESTMENT MANAGEMENT LLC$399M1
26Nuveen, LLC$383M1
27Allianz Asset Management GmbH$377M1
28HSBC HOLDINGS PLC$355M1
29PRINCIPAL FINANCIAL GROUP INC$343M1
30HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$337M1
31WELLS FARGO & COMPANY/MN$332M1
32UBS Group AG$310M1
33ENVESTNET ASSET MANAGEMENT INC$309M1
34DEUTSCHE BANK AG\$298M1
35AMERICAN CENTURY COMPANIES INC$283M1
36LONDON CO OF VIRGINIA$274M1
37Robeco Institutional Asset Management B.V.$245M1
38JANE STREET GROUP, LLC$243M1
39MARSHFIELD ASSOCIATES$241M1
40Hamlin Capital Management, LLC$227M1
41MILLENNIUM MANAGEMENT LLC$227M1
42D. E. Shaw & Co., Inc.$223M1
43Swiss National Bank$218M1
44AMERIPRISE FINANCIAL INC$206M1
45NORDEA INVESTMENT MANAGEMENT AB$204M1
46CANADA PENSION PLAN INVESTMENT BOARD$199M1
47TD ASSET MANAGEMENT INC$196M1
48HighTower Advisors, LLC$190M1
49LPL Financial LLC$189M1
50BARCLAYS PLC$187M1
51Sumitomo Mitsui Trust Group, Inc.$186M1
52BNP Paribas Asset Management Holding S.A.$176M1
53Mitsubishi UFJ Asset Management Co., Ltd.$175M1
54BANK OF MONTREAL /CAN/$171M1
55WORLDQUANT MILLENNIUM ADVISORS LLC$164M1
56Vanguard Global Advisers, LLC$163M1
57Corient Private Wealth LLC$161M1
58Qube Research & Technologies Ltd$161M1
59Man Group plc$155M1
60ALLIANCEBERNSTEIN L.P.$155M1
61CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$154M1
62PARNASSUS INVESTMENTS, LLC$153M1
63TWO SIGMA INVESTMENTS, LP$150M1
64RHUMBLINE ADVISERS$149M1
65CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$149M1
66D.A. DAVIDSON & CO.$146M1
67NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$143M1
68EARNEST PARTNERS LLC$140M1
69VANGUARD ASSET MANAGEMENT, Ltd$140M1
70CITADEL ADVISORS LLC$132M1
71Mariner, LLC$132M1
72Ensign Peak Advisors, Inc$129M1
73Quantinno Capital Management LP$127M1
74Aberdeen Group plc$104M1
75Squarepoint Ops LLC$99.7M1
76Clark Capital Management Group, Inc.$99.5M1
77SCHRODER INVESTMENT MANAGEMENT GROUP$98.3M1
78Point72 Asset Management, L.P.$98.3M1
79PFA Pension, Forsikringsaktieselskab$96.6M1
80FRANKLIN RESOURCES INC$96.4M1
81MANUFACTURERS LIFE INSURANCE COMPANY, THE$92.8M1
82TUDOR INVESTMENT CORP ET AL$88.9M1
83Alyeska Investment Group, L.P.$85.8M1
84DANSKE BANK A/S$83.4M1
85ZACKS INVESTMENT MANAGEMENT$81.3M1
86Focus Partners Wealth$80.8M1
87AVIVA PLC$80.1M1
88Cerity Partners LLC$80.0M1
89Swedbank AB$79.1M1
90WELLINGTON MANAGEMENT GROUP LLP$77.5M1
91VICTORY CAPITAL MANAGEMENT INC$77.5M1
92CITIGROUP INC$76.9M1
93FIRST TRUST ADVISORS LP$76.0M1
94Zurcher Kantonalbank (Zurich Cantonalbank)$71.9M1
95MACKENZIE FINANCIAL CORP$70.6M1
96STOREBRAND ASSET MANAGEMENT AS$69.7M1
97SEI INVESTMENTS CO$69.4M1
98FIFTH THIRD BANCORP$68.6M1
99KEYBANK NATIONAL ASSOCIATION/OH$67.5M1
100ADAGE CAPITAL PARTNERS GP, L.L.C.$66.6M1
101TODD ASSET MANAGEMENT LLC$65.7M1
102STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$65.4M1
103Universal- Beteiligungs- und Servicegesellschaft mbH$65.3M1
104Korea Investment CORP$61.6M1
105Capital Investment Advisors, LLC$61.2M1
106Pictet Asset Management Holding SA$60.3M1
107KLP KAPITALFORVALTNING AS$59.5M1
108LAZARD ASSET MANAGEMENT LLC$59.2M1
109VOLORIDGE INVESTMENT MANAGEMENT, LLC$58.3M1
110ING GROEP NV$58.1M1
111Susquehanna Portfolio Strategies, LLC$55.3M1
112BAHL & GAYNOR INC$53.9M1
113HANCOCK WHITNEY CORP$53.8M1
114Cornerstone Investment Partners, LLC$51.8M1
115NewEdge Advisors, LLC$51.7M1
116Cardinal Capital Management, Inc.$51.7M1
117Evergreen Quality Fund GP, Ltd.$50.9M1
118Energy Income Partners, LLC$50.7M1
119NEW YORK STATE COMMON RETIREMENT FUND$49.3M1
120NATIONAL BANK OF CANADA /FI/$49.1M1
121Rockefeller Capital Management L.P.$48.7M1
122PANAGORA ASSET MANAGEMENT INC$47.0M1
123Cetera Investment Advisers$46.4M1
124CREDIT AGRICOLE S A$46.4M1
125NOMURA ASSET MANAGEMENT CO LTD$46.2M1
126Creative Planning$45.6M1
127ONTARIO TEACHERS PENSION PLAN BOARD$45.2M1
128MERCER GLOBAL ADVISORS INC /ADV$43.6M1
129Employees Provident Fund Board$43.3M1
130STATE OF WISCONSIN INVESTMENT BOARD$43.2M1
131Mitsubishi UFJ Trust & Banking Corp$42.4M1
132GATEWAY INVESTMENT ADVISERS LLC$41.9M1
133Albar Capital Partners LLP$41.1M1
134SUSQUEHANNA INTERNATIONAL GROUP, LLP$40.1M1
135Merewether Investment Management, LP$39.6M1
136Gotham Asset Management, LLC$39.5M1
137ROYAL LONDON ASSET MANAGEMENT LTD$38.7M1
138Federation des caisses Desjardins du Quebec$37.7M1
139Ceredex Value Advisors LLC$37.6M1
140GUGGENHEIM CAPITAL LLC$37.5M1
141OSAIC HOLDINGS, INC.$37.2M1
142TEACHER RETIREMENT SYSTEM OF TEXAS$37.2M1
143Chevy Chase Trust Holdings, LLC$36.8M1
144US BANCORP \DE\$36.4M1
145APG Asset Management N.V.$35.5M1
146IEQ CAPITAL, LLC$35.5M1
147CONNING INC.$35.4M1
148Freestone Grove Partners LP$34.7M1
149Vanguard Investments Australia, Ltd.$34.6M1
150DnB Asset Management AS$34.5M1
151Kestra Advisory Services, LLC$33.0M1
152NATIXIS$32.8M1
153Eurizon Capital SGR S.p.A.$32.7M1
154HM PAYSON & CO$32.3M1
155CIBC Bancorp USA Inc.$31.8M1
156NISA INVESTMENT ADVISORS, LLC$31.6M1
157Asset Management One Co., Ltd.$30.9M1
158GREAT LAKES ADVISORS, LLC$30.8M1
159BAILARD, INC.$30.7M1
160QRG CAPITAL MANAGEMENT, INC.$30.7M1
161COMMONWEALTH EQUITY SERVICES, LLC$29.9M1
162FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$29.8M1
163Vontobel Holding Ltd.$28.8M1
164TRUIST FINANCIAL CORP$28.4M1
165WINDWARD CAPITAL MANAGEMENT CO /CA$28.3M1
166Livforsakringsbolaget Skandia, Omsesidigt$27.7M1
167Wharton Business Group, LLC$27.5M1
168PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$27.4M1
169BLAIR WILLIAM & CO/IL$27.2M1
170O'SHAUGHNESSY ASSET MANAGEMENT, LLC$27.0M1
171BROWN ADVISORY INC$26.4M1
172WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$25.7M1
173ASSOCIATED BANC-CORP$25.7M1
174State of New Jersey Common Pension Fund D$25.6M1
175Trexquant Investment LP$25.3M1
176Swiss Life Asset Management Ltd$24.9M1
177Sanctuary Advisors, LLC$24.4M1
178ABN AMRO Bank N.V.$24.1M1
179Epoch Investment Partners, Inc.$23.9M1
180Resona Asset Management Co.,Ltd.$23.8M1
181Lansforsakringar Fondforvaltning AB (publ)$23.8M1
182Advisors Asset Management, Inc.$23.8M1
183BEESE FULMER INVESTMENT MANAGEMENT, INC.$23.6M1
184TORONTO DOMINION BANK$23.2M1
185WELCH & FORBES LLC$23.0M1
186Tredje AP-fonden$22.9M1
187SEB Asset Management AB$22.1M1
188Covalis Capital LLP$22.1M1
189TD Waterhouse Canada Inc.$21.3M1
190Richard C. Young & CO., LTD.$21.3M1
191SEMPER AUGUSTUS INVESTMENTS GROUP LLC$21.3M1
192Bridgewater Associates, LP$21.2M1
193Illinois Municipal Retirement Fund$21.0M1
194DDD Partners, LLC$20.7M1
195DAVENPORT & Co LLC$20.5M1
196WEYBOSSET RESEARCH & MANAGEMENT LLC$20.4M1
197Arizona State Retirement System$20.4M1
198Mirae Asset Global Investments Co., Ltd.$20.3M1
199Czech National Bank$20.2M1
200Baird Financial Group, Inc.$20.1M1
201M&T BANK CORP$20.1M1
202MML INVESTORS SERVICES, LLC$19.7M1
203Empowered Funds, LLC$19.5M1
204Applied Finance Capital Management, LLC$19.5M1
205CIBC Asset Management Inc$19.4M1
206STATE OF MICHIGAN RETIREMENT SYSTEM$19.4M1
207Varma Mutual Pension Insurance Co$19.4M1
208Janus Henderson Group Ltd.$19.3M1
209CWM, LLC$19.2M1
210Hudson Bay Capital Management LP$19.2M1
211NOESIS CAPITAL MANGEMENT CORP$19.2M1
212Titan Investment Solutions Ltd$18.8M1
213Verity & Verity, LLC$18.8M1
214Steward Partners Investment Advisory, LLC$18.6M1
215Dakota Wealth Management$18.5M1
216Wallington Asset Management, LLC$18.5M1
217CULBERTSON A N & CO INC$18.4M1
218Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$18.4M1
219HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$18.0M1
220BENJAMIN EDWARDS INC$18.0M1
221INVESTMENT HOUSE LLC$18.0M1
222Vanguard Personalized Indexing Management, LLC$17.9M1
223PINNACLE ASSOCIATES LTD$17.8M1
224MetLife Investment Management, LLC$17.4M1
225COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$17.3M1
226Allworth Financial LP$17.1M1
227NISSAY ASSET MANAGEMENT CORP /JAPAN$16.9M1
228Summit Financial Wealth Advisors, LLC$16.8M1
229NOVARE CAPITAL MANAGEMENT LLC$16.8M1
230CITIZENS FINANCIAL GROUP INC/RI$16.6M1
231LMCG INVESTMENTS, LLC$16.5M1
232FORA Capital, LLC$16.4M1
233Y-Intercept (Hong Kong) Ltd$15.9M1
234Cornerstone Wealth Group, LLC$15.8M1
235Retirement Systems of Alabama$15.8M1
236XPONANCE LLC$15.7M1
237BANK OF NOVA SCOTIA$15.6M1
238MUFG Securities EMEA plc$15.4M1
239Adams Asset Advisors, LLC$15.3M1
240Linscomb Wealth, Inc.$15.0M1
241ASR Vermogensbeheer N.V.$15.0M1
242Daiwa Securities Group Inc.$14.9M1
243Two Point Capital Management, Inc.$14.9M1
244Foster Victor Wealth Advisors, LLC$14.7M1
245Azimuth Capital Investment Management LLC$14.6M1
246CIBC WORLD MARKET INC.$14.6M1
247Union Bancaire Privee, UBP SA$14.5M1
248IFM Investors Pty Ltd$14.5M1
249NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$14.1M1
250GLENMEDE TRUST CO NA$13.6M1
251RENAISSANCE TECHNOLOGIES LLC$13.6M1
252Eldred Rock Partners, LLC$13.5M1
253Zimmer Partners, LP$13.5M1
254B. Metzler seel. Sohn & Co. AG$13.4M1
255Pinnacle Financial Partners, Inc.$13.4M1
256ExodusPoint Capital Management, LP$13.2M1
257Pathstone Holdings, LLC$12.7M1
258Meiji Yasuda Asset Management Co Ltd.$12.7M1
259FRANKLIN STREET ADVISORS INC /NC$12.5M1
260Merit Financial Group, LLC$12.4M1
261Temasek Holdings (Private) Ltd$12.4M1
262Orion Investment Co$12.3M1
263ASSETMARK, INC$12.3M1
264Smith Salley Wealth Management$12.1M1
265Utah Retirement Systems$12.0M1
266Andra AP-fonden$12.0M1
267PUBLIC SECTOR PENSION INVESTMENT BOARD$12.0M1
268GENDELL JEFFREY L$12.0M1
269WEDGE CAPITAL MANAGEMENT L L P/NC$11.5M1
270BLI - Banque de Luxembourg Investments$11.5M1
271Cardinal Capital Management$11.3M1
272DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$11.2M1
273Tidal Investments LLC$11.2M1
274Engineers Gate Manager LP$11.1M1
275ProShare Advisors LLC$11.1M1
276LEVEL FOUR ADVISORY SERVICES, LLC$11.1M1
277COMMERCE BANK$11.1M1
278Carnegie Investment Counsel$11.1M1
279Atwater Malick LLC$11.1M1
280CAPITOLIS LIQUID GLOBAL MARKETS LLC$11.1M1
281CIM, LLC$10.9M1
282Nordwand Advisors, LLC$10.8M1
283Columbus Macro, LLC$10.7M1
284EVERGREEN CAPITAL MANAGEMENT LLC$10.7M1
285Verition Fund Management LLC$10.7M1
286NEOS Investment Management LLC$10.6M1
287DIVERSIFY WEALTH MANAGEMENT, LLC$10.5M1
288Rakuten Investment Management, Inc.$10.5M1
289McGuire Investment Group, LLC$10.4M1
290SFE Investment Counsel$10.4M1
291MGO ONE SEVEN LLC$10.4M1
292NEW YORK LIFE INVESTMENT MANAGEMENT LLC$10.3M1
293GHP Investment Advisors, Inc.$10.3M1
294PEAK6 LLC$10.3M1
295MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$10.2M1
296BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$10.2M1
297ANDERSON HOAGLAND & CO$10.2M1
298MACQUARIE GROUP LTD$10.1M1
299Lynch Asset Management, Inc.$10.0M1
300Boston Common Asset Management, LLC$10.0M1
301CLIFFORD SWAN INVESTMENT COUNSEL LLC$9.9M1
302Private Advisor Group, LLC$9.9M1
303Ascent Wealth Partners, LLC$9.9M1
304Quantbot Technologies LP$9.9M1
305RBA Wealth Management, LLC$9.9M1
306Sumitomo Mitsui DS Asset Management Company, Ltd$9.8M1
307XTX Topco Ltd$9.8M1
308ADVOCATE GROUP LLC$9.8M1
309Orion Porfolio Solutions, LLC$9.6M1
310Sterling Capital Management LLC$9.6M1
311Hamilton Point Investment Advisors, LLC$9.6M1
312Havemeyer Place LP$9.6M1
313FEDERATED HERMES, INC.$9.5M1
314ADELL HARRIMAN & CARPENTER INC$9.3M1
315Verdence Capital Advisors LLC$9.3M1
316Woodline Partners LP$9.2M1
317Wealthfront Advisers LLC$9.1M1
318AXXCESS WEALTH MANAGEMENT, LLC$8.9M1
319OLD SECOND NATIONAL BANK OF AURORA$8.9M1
320PATTON ALBERTSON MILLER GROUP, LLC$8.9M1
321L & S Advisors Inc$8.8M1
322JACOBS LEVY EQUITY MANAGEMENT, INC$8.7M1
323Apollon Wealth Management, LLC$8.7M1
324Principle Wealth Partners LLC$8.6M1
325YHB Investment Advisors, Inc.$8.6M1
326YOUSIF CAPITAL MANAGEMENT, LLC$8.6M1
327&PARTNERS$8.5M1
328OREGON PUBLIC EMPLOYEES RETIREMENT FUND$8.5M1
329Fifth Third Wealth Advisors LLC$8.4M1
330Banco Santander, S.A.$8.4M1
331PARSONS CAPITAL MANAGEMENT INC/RI$8.3M1
332Lido Advisors, LLC$8.3M1
333WESTFIELD CAPITAL MANAGEMENT CO LP$8.3M1
334OLD NATIONAL BANCORP /IN/$8.2M1
335EAGLE ROCK INVESTMENT COMPANY, LLC$8.1M1
336Elo Mutual Pension Insurance Co$8.1M1
337MANNING & NAPIER ADVISORS LLC$8.1M1
338Vestmark Advisory Solutions, Inc.$8.1M1
339Ethic Inc.$8.1M1
340Parcion Private Wealth LLC$8.1M1
341NovaPoint Capital, LLC$7.9M1
342MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$7.9M1
343Concurrent Investment Advisors, LLC$7.8M1
344Voleon Capital Management LP$7.7M1
345NOMURA HOLDINGS INC$7.6M1
346NewSquare Capital LLC$7.6M1
347SevenBridge Financial Group, LLC$7.5M1
348Atria Investments, Inc$7.5M1
349OP Asset Management Ltd$7.5M1
350ALPINE WOODS CAPITAL INVESTORS, LLC$7.5M1
351Candriam S.C.A.$7.5M1
352Dupree Financial Group, LLC$7.5M1
353Beacon Pointe Advisors, LLC$7.4M1
354Westhampton Capital, LLC$7.3M1
355CHOREO, LLC$7.3M1
356KING LUTHER CAPITAL MANAGEMENT CORP$7.3M1
357Stonebridge Financial Group, LLC$7.2M1
358Aptus Capital Advisors, LLC$7.1M1
359U.S. Capital Wealth Advisors, LLC$7.1M1
360TWINBEECH CAPITAL LP$7.0M1
361CWA Asset Management Group, LLC$7.0M1
362INTECH INVESTMENT MANAGEMENT LLC$6.9M1
363Grantham, Mayo, Van Otterloo & Co. LLC$6.9M1
364Prospera Financial Services Inc$6.9M1
365Ironwood Investment Counsel, LLC$6.9M1
366SGL Investment Advisors, Inc.$6.7M1
367Asset One Wealth Management LLC$6.7M1
368Assenagon Asset Management S.A.$6.6M1
369Midwest Professional Planners, LTD.$6.6M1
370Advisory Resource Group$6.6M1
371Financiere des Professionnels - Fonds d'investissement inc.$6.6M1
372World Investment Advisors$6.5M1
373MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$6.5M1
374REGIONS FINANCIAL CORP$6.5M1
375Generali Asset Management SPA SGR$6.5M1
376Laird Norton Wetherby Trust Company, LLC$6.5M1
377Aquatic Capital Management LLC$6.4M1
378MIRABELLA FINANCIAL SERVICES LLP$6.4M1
379Banque Cantonale Vaudoise$6.4M1
380Northwest Bancshares, Inc.$6.3M1
381DONALDSON CAPITAL MANAGEMENT, LLC$6.3M1
382Lifeworks Advisors, LLC$6.3M1
383UniSuper Management Pty Ltd$6.2M1
384Occidental Asset Management, LLC$6.2M1
385SAPIENT CAPITAL LLC$6.2M1
386S&T BANK/PA$6.0M1
387Larson Financial Group LLC$5.9M1
388Jacobi Capital Management LLC$5.9M1
389Vident Advisory, LLC$5.9M1
390OMERS ADMINISTRATION Corp$5.7M1
391DMKC Advisory Services, LLC$5.7M1
392Midwest Trust Co$5.6M1
393BROWN, LISLE/CUMMINGS, INC.$5.6M1
394Diversified Trust Co$5.5M1
395Rodgers Brothers Inc.$5.4M1
396HARRELL INVESTMENT PARTNERS, LLC$5.4M1
397HIGHLAND CAPITAL MANAGEMENT, LLC$5.4M1
398Qsemble Capital Management, LP$5.4M1
399MAI Capital Management$5.4M1
400KP Management LLC$5.4M1
401Investment Management Corp of Ontario$5.3M1
402AZZAD ASSET MANAGEMENT INC /ADV$5.3M1
403HB Wealth Management, LLC$5.3M1
404Greenfield Seitz Capital Management, LLC$5.2M1
405Summit Trail Advisors, LLC$5.2M1
406Churchill Financial Advisors, LLC$5.2M1
407IMC-Chicago, LLC$5.2M1
408Aull & Monroe Investment Management Corp$5.2M1
409Avidian Wealth Enterprises, LLC$5.2M1
410Madison Asset Management, LLC$5.2M1
411Kepler Cheuvreux (Suisse) SA$5.2M1
412Machina Capital S.A.S.$5.1M1
413Forvis Mazars Wealth Advisors, LLC$5.0M1
414Quadrature Capital Ltd$5.0M1
415ROMANO BROTHERS AND COMPANY$4.9M1
416WD RUTHERFORD LLC$4.9M1
417Aventail Capital Group, LP$4.8M1
418FARALLON CAPITAL MANAGEMENT, L.L.C.$4.8M1
419Rafferty Asset Management, LLC$4.8M1
420Financial Solutions Advisory Group, Inc.$4.8M1
421Cannon Advisors, Inc.$4.8M1
422ELEVATION POINT WEALTH PARTNERS, LLC$4.7M1
423SCOTIA CAPITAL INC.$4.7M1
424Independent Advisor Alliance$4.7M1
425Penobscot Investment Management Company, Inc.$4.7M1
426NewEdge Wealth, LLC$4.7M1
427Allspring Global Investments Holdings, LLC$4.6M1
428Norinchukin Bank, The$4.6M1
429Stone Summit Wealth LLC$4.6M1
430Traynor Capital Management, Inc.$4.5M1
431Sierra Legacy Group$4.5M1
432MIZUHO SECURITIES USA LLC$4.5M1
433Vise Technologies, Inc.$4.5M1
434Mubadala Investment Co PJSC$4.4M1
435Fairvoy Private Wealth, LLC$4.4M1
436FLPUTNAM INVESTMENT MANAGEMENT CO$4.4M1
437CUMBERLAND ADVISORS INC$4.4M1
438CENTRAL TRUST Co$4.3M1
439Kintegral Advisory, LLC$4.3M1
440Strengthening Families & Communities, LLC$4.3M1
441Kendall Capital Management$4.3M1
442Geneos Wealth Management Inc.$4.3M1
443PEDDOCK CAPITAL ADVISORS, LLC$4.2M1
444HARTFORD INVESTMENT MANAGEMENT CO$4.2M1
445GREAT VALLEY ADVISOR GROUP, INC.$4.2M1
446Caprock Group, LLC$4.2M1
447FORTEM FINANCIAL GROUP, LLC$4.1M1
448Bridgewater Advisors Inc.$4.1M1
449Murphy Pohlad Asset Management LLC$4.0M1
450BOOTHBAY FUND MANAGEMENT, LLC$4.0M1
451Waverly Advisors, LLC$4.0M1
452FULTON BANK, N.A.$3.9M1
453Bank Julius Baer & Co. Ltd, Zurich$3.9M1
454Trilogy Capital Inc.$3.9M1
455Karani Asset Management LLC$3.9M1
456Comprehensive Financial Consultants Institutional, Inc.$3.9M1
457PATTON FUND MANAGEMENT, INC.$3.9M1
458DAYMARK WEALTH PARTNERS, LLC$3.9M1
459Loudon Investment Management, LLC$3.9M1
460ALPS ADVISORS INC$3.8M1
461Polymer Capital Management (US) LLC$3.8M1
462OPPENHEIMER & CO INC$3.8M1
463MEEDER ASSET MANAGEMENT INC$3.8M1
464Enhancing Capital LLC$3.8M1
465MCF Advisors LLC$3.8M1
466River Street Advisors LLC$3.8M1
467Savant Capital, LLC$3.8M1
468Maryland State Retirement & Pension System$3.7M1
469RITHOLTZ WEALTH MANAGEMENT$3.7M1
470Zurich Insurance Group Ltd/FI$3.7M1
471FULLER & THALER ASSET MANAGEMENT, INC.$3.7M1
472SHELTON CAPITAL MANAGEMENT$3.7M1
473Pathway Financial Advisers, LLC$3.6M1
474Bedel Financial Consulting, Inc.$3.6M1
475Crossmark Global Holdings, Inc.$3.6M1
476Huntleigh Advisors, Inc.$3.6M1
477Cresset Asset Management, LLC$3.6M1
478PFG Advisors$3.6M1
479Perigon Wealth Management, LLC$3.6M1
480Dai-ichi Life Insurance Company, Ltd$3.5M1
481Harfst & Associates, Inc.$3.5M1
482HUNTINGTON NATIONAL BANK$3.5M1
483Leeward Financial Partners, LLC$3.5M1
484FULCRUM WEALTH ADVISORS, LLC$3.5M1
485Sequoia Financial Advisors, LLC$3.5M1
486Caldwell Trust Co$3.5M1
487Mengis Capital Management, Inc.$3.5M1
488Wealthcare Advisory Partners LLC$3.5M1
489FOUNDATIONS INVESTMENT ADVISORS, LLC$3.5M1
490Essex Financial Services, Inc.$3.4M1
491Sepio Capital, LP$3.4M1
492OCCUDO QUANTITATIVE STRATEGIES LP$3.4M1
493Metis Global Partners, LLC$3.4M1
494CI INVESTMENTS INC.$3.4M1
495XML Financial, LLC$3.4M1
496Regents Gate Capital LLP$3.4M1
497ABN AMRO INVESTMENT SOLUTIONS$3.4M1
498Clearstead Advisors, LLC$3.4M1
499DELTA FINANCIAL ADVISORS LLC$3.4M1
500Focus Partners Advisor Solutions, LLC$3.3M1
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 / 3 sell
Congress net ($ bound)−$42.0K to $42.0K
Filers net (actions)not in build
Filers net ($ 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 CMI

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for CMI · financials and macro

Financials — as filed PLANNED

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