Public record / Tickers / CMS

CMS — CMS ENERGY CORP

Both disclosure regimes on one name: who in Congress filed about CMS, 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
17
all PTR rows naming CMS
Members · 12m
1
1 buys · 4 sells · by trade date
Latest PTR
08-05
filed 2026-08-05
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

Julie Johnson · $1.0K–$15.0K

Purchase · traded 2025-12-08 → filed 2026-08-05. Ranked over every CMS row by the provable lower bound, never a point estimate.

1 member · 1 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.

3 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

6 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. 6 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CMS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CMS
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Julie Johnson D–TX-32Purchase · JT (jointly owned)Traded 2025-12-08 LATE·240d$1K–$15K
2026-08-05Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 2025-12-08 LATE·240d$1K–$15K
2026-01-15Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 2025-12-18 +28d$1K–$15K
2026-01-15Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 2025-12-09 +37d$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 17 ↗

Members active in CMS

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing CMS 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.
Julie Johnson D–TX-325−$59.0K to $11.0K4

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

Congress ↔ notable managers · CMS

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

Congress · last 90 days

Buyers
1 Julie Johnson D–TX-32 $1K–$15K
Sellers
1 Julie Johnson D–TX-32 $1K–$15K

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 · CMS ENERGY CORP

Merged timeline of congressional filings and notable-manager moves on CMS
DateWhoChangeSize
2026-08-05Julie Johnson CongressPurchase$1K–$15K
2026-08-05Julie Johnson CongressSale$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+47,825 sh
2026-05-15Soros Fund Management 13Ftrim−71,978 sh
2026-05-15Bridgewater Associates 13Ftrim−30,463 sh
2026-05-14Caxton Associates 13Fnew+2,595 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

Top institutional holders of CMS for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.6B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.5B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$1.5B1
4STATE STREET CORP$1.4B1
5GEODE CAPITAL MANAGEMENT, LLC$659M1
6DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$631M1
7MASSACHUSETTS FINANCIAL SERVICES CO /MA/$614M1
8DEUTSCHE BANK AG\$601M1
9Invesco Ltd.$593M1
10VICTORY CAPITAL MANAGEMENT INC$531M1
11WELLINGTON MANAGEMENT GROUP LLP$516M1
12WELLS FARGO & COMPANY/MN$421M1
13AMERIPRISE FINANCIAL INC$383M1
14MORGAN STANLEY$366M1
15GQG Partners LLC$342M1
16Pictet Asset Management Holding SA$323M1
17BANK OF AMERICA CORP /DE/$285M1
18UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$241M1
19FIL Ltd$236M1
20BARCLAYS PLC$232M1
21NORTHERN TRUST CORP$211M1
22Legal & General Group Plc$200M1
23Bank of New York Mellon Corp$197M1
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC$159M1
25Magellan Asset Management Ltd$157M1
26PARNASSUS INVESTMENTS, LLC$152M1
27UBS Group AG$146M1
28FRANKLIN RESOURCES INC$137M1
29VANGUARD FIDUCIARY TRUST CO$134M1
30JENNISON ASSOCIATES LLC$123M1
31DIMENSIONAL FUND ADVISORS LP$123M1
32Amundi$122M1
33DUFF & PHELPS INVESTMENT MANAGEMENT CO$113M1
34NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$112M1
35CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$103M1
36FMR LLC$89.5M1
37Soroban Capital Partners LP$82.1M1
38BAHL & GAYNOR INC$81.1M1
39SOROS FUND MANAGEMENT LLC$80.2M1
40Qube Research & Technologies Ltd$79.9M1
41ROYAL BANK OF CANADA$78.6M1
42Nuveen, LLC$76.8M1
43FIRST TRUST ADVISORS LP$73.5M1
44AVIVA PLC$72.6M1
45Aberdeen Group plc$70.9M1
46UniSuper Management Pty Ltd$70.5M1
47Swiss National Bank$69.3M1
48TD ASSET MANAGEMENT INC$62.8M1
49AQR CAPITAL MANAGEMENT LLC$61.3M1
50Energy Income Partners, LLC$60.1M1
51Sumitomo Mitsui Trust Group, Inc.$54.8M1
52Mitsubishi UFJ Asset Management Co., Ltd.$53.6M1
53Vanguard Global Advisers, LLC$51.8M1
54ING GROEP NV$51.0M1
55CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$49.1M1
56HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$48.4M1
57BANK OF MONTREAL /CAN/$45.6M1
58VANGUARD ASSET MANAGEMENT, Ltd$45.5M1
59Rockefeller Capital Management L.P.$45.4M1
60COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$41.7M1
61Fisher Funds Management LTD$40.8M1
62HSBC HOLDINGS PLC$38.0M1
63BALYASNY ASSET MANAGEMENT L.P.$37.1M1
64LPL Financial LLC$35.5M1
65Yaupon Capital Management LP$35.1M1
66PRINCIPAL FINANCIAL GROUP INC$34.8M1
67Janus Henderson Group Ltd.$33.7M1
68RWC Asset Management LLP$32.9M1
69ENVESTNET ASSET MANAGEMENT INC$32.0M1
70Quantinno Capital Management LP$31.7M1
711832 Asset Management L.P.$31.5M1
72ExodusPoint Capital Management, LP$31.4M1
73VOLORIDGE INVESTMENT MANAGEMENT, LLC$31.1M1
74CIDEL ASSET MANAGEMENT INC$30.9M1
75M&T BANK CORP$30.0M1
76CITIGROUP INC$30.0M1
77Universal- Beteiligungs- und Servicegesellschaft mbH$29.9M1
78TRUIST FINANCIAL CORP$29.2M1
79CANADA PENSION PLAN INVESTMENT BOARD$29.0M1
80RAYMOND JAMES FINANCIAL INC$28.8M1
81BANK OF NOVA SCOTIA$28.4M1
82BROOKFIELD Corp /ON/$28.1M1
83US BANCORP \DE\$28.0M1
84Allspring Global Investments Holdings, LLC$25.2M1
85SCHRODER INVESTMENT MANAGEMENT GROUP$25.1M1
86CIBC Asset Management Inc$24.5M1
87ALLIANCEBERNSTEIN L.P.$24.0M1
88Vanguard Investments Australia, Ltd.$23.0M1
89Avalon Trust Co$22.8M1
90Covea Finance$22.7M1
91AE Wealth Management LLC$22.5M1
92Artemis Investment Management LLP$21.9M1
93MILLENNIUM MANAGEMENT LLC$21.8M1
94Ensign Peak Advisors, Inc$21.6M1
95STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$19.9M1
96AMERICAN CENTURY COMPANIES INC$19.1M1
97APG Asset Management N.V.$18.3M1
98PRUDENTIAL FINANCIAL INC$18.1M1
99Hudson Bay Capital Management LP$17.2M1
100Verbena Value LP$17.0M1
101Man Group plc$17.0M1
102Tredje AP-fonden$16.4M1
103Korea Investment CORP$16.3M1
104MANUFACTURERS LIFE INSURANCE COMPANY, THE$15.9M1
105D. E. Shaw & Co., Inc.$15.8M1
106MACQUARIE GROUP LTD$15.2M1
107Wealthfront Advisers LLC$15.0M1
108KEYBANK NATIONAL ASSOCIATION/OH$14.9M1
109Mitsubishi UFJ Trust & Banking Corp$14.6M1
110PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$14.3M1
111Asset Management One Co., Ltd.$13.9M1
112Epoch Investment Partners, Inc.$13.6M1
113STATE OF WISCONSIN INVESTMENT BOARD$13.6M1
114NATIONAL BANK OF CANADA /FI/$13.1M1
115WORLDQUANT MILLENNIUM ADVISORS LLC$13.1M1
116DnB Asset Management AS$13.1M1
117OMERS ADMINISTRATION Corp$12.9M1
118NISA INVESTMENT ADVISORS, LLC$12.7M1
119MATTERN CAPITAL MANAGEMENT, LLC$12.4M1
120TRILLIUM ASSET MANAGEMENT, LLC$12.4M1
121FIFTH THIRD BANCORP$12.1M1
122Corient Private Wealth LLC$11.9M1
123Zurcher Kantonalbank (Zurich Cantonalbank)$11.9M1
124Tidal Investments LLC$11.8M1
125Chevy Chase Trust Holdings, LLC$11.7M1
126HENNESSY ADVISORS INC$10.9M1
127Greenland Capital Management LP$10.6M1
128MetLife Investment Management, LLC$10.6M1
129Trexquant Investment LP$10.3M1
130Aventail Capital Group, LP$10.3M1
131NOMURA ASSET MANAGEMENT CO LTD$9.9M1
132NEW YORK STATE COMMON RETIREMENT FUND$9.8M1
133NOMURA HOLDINGS INC$9.7M1
134Resona Asset Management Co.,Ltd.$9.7M1
135Squarepoint Ops LLC$9.6M1
136B. Metzler seel. Sohn & Co. AG$9.3M1
137Illinois Municipal Retirement Fund$9.2M1
138HOWE & RUSLING INC$8.9M1
139BRASADA CAPITAL MANAGEMENT, LP$8.9M1
140HighTower Advisors, LLC$8.3M1
141CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$8.3M1
142TORONTO DOMINION BANK$8.1M1
143NICHOLAS COMPANY, INC.$7.9M1
144Creative Planning$7.9M1
145Holocene Advisors, LP$7.9M1
146TEACHER RETIREMENT SYSTEM OF TEXAS$7.7M1
147Daiwa Securities Group Inc.$7.3M1
148Cetera Investment Advisers$7.3M1
149ASSETMARK, INC$7.2M1
150TWO SIGMA INVESTMENTS, LP$7.2M1
151Eurizon Capital SGR S.p.A.$7.1M1
152ASR Vermogensbeheer N.V.$7.0M1
153Verition Fund Management LLC$6.9M1
154SEI INVESTMENTS CO$6.8M1
155PUBLIC SECTOR PENSION INVESTMENT BOARD$6.8M1
156NewSquare Capital LLC$6.7M1
157CITADEL ADVISORS LLC$6.6M1
158CIBC Bancorp USA Inc.$6.6M1
159Gotham Asset Management, LLC$6.5M1
160Czech National Bank$6.5M1
161Arizona State Retirement System$6.4M1
162INTACT INVESTMENT MANAGEMENT INC.$6.3M1
163NEW ENGLAND ASSET MANAGEMENT INC$6.2M1
164STATE OF MICHIGAN RETIREMENT SYSTEM$6.2M1
165Swiss Life Asset Management Ltd$5.9M1
166State of New Jersey Common Pension Fund D$5.9M1
167&PARTNERS$5.9M1
168BTG Pactual Asset Management US LLC$5.5M1
169GUGGENHEIM CAPITAL LLC$5.4M1
170SilverOak Wealth Management LLC$5.3M1
171IFM Investors Pty Ltd$5.2M1
172Mirae Asset Global Investments Co., Ltd.$5.1M1
173Retirement Systems of Alabama$5.0M1
174VOYA INVESTMENT MANAGEMENT LLC$5.0M1
175Lombard Odier Asset Management (Europe) Ltd$4.9M1
176BENJAMIN EDWARDS INC$4.8M1
177Dai-ichi Life Insurance Company, Ltd$4.7M1
178CAPITOLIS LIQUID GLOBAL MARKETS LLC$4.7M1
179Canada Post Corp Registered Pension Plan$4.7M1
180Woodline Partners LP$4.6M1
181STIFEL FINANCIAL CORP$4.6M1
182XPONANCE LLC$4.4M1
183MARTINGALE ASSET MANAGEMENT L P$4.4M1
184AGF MANAGEMENT LTD$4.3M1
185COMMONWEALTH EQUITY SERVICES, LLC$4.2M1
186Sumitomo Mitsui DS Asset Management Company, Ltd$4.0M1
187BNP Paribas Asset Management Holding S.A.$3.9M1
188OSAIC HOLDINGS, INC.$3.9M1
189Utah Retirement Systems$3.8M1
190Hennion & Walsh Asset Management, Inc.$3.8M1
191LBP AM SA$3.7M1
192GLENMEDE TRUST CO NA$3.7M1
193YOUSIF CAPITAL MANAGEMENT, LLC$3.7M1
194ProShare Advisors LLC$3.6M1
195Mariner, LLC$3.6M1
196Inspire Investing, LLC$3.6M1
197Private Advisor Group, LLC$3.6M1
198NEOS Investment Management LLC$3.5M1
199Vanguard Personalized Indexing Management, LLC$3.5M1
200Rakuten Investment Management, Inc.$3.5M1
201Pathstone Holdings, LLC$3.3M1
202NEW YORK LIFE INVESTMENT MANAGEMENT LLC$3.3M1
203BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.3M1
204Hilton Capital Management, LLC$3.2M1
205O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.1M1
206NISSAY ASSET MANAGEMENT CORP /JAPAN$3.1M1
207SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.1M1
208USS Investment Management Ltd$3.0M1
209LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$3.0M1
210WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.0M1
211MACKENZIE FINANCIAL CORP$3.0M1
212Orion Porfolio Solutions, LLC$3.0M1
213Graham Capital Management, L.P.$3.0M1
214MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.9M1
215Focus Partners Wealth$2.9M1
216FULLER & THALER ASSET MANAGEMENT, INC.$2.8M1
217INTECH INVESTMENT MANAGEMENT LLC$2.8M1
218SummitTX Capital, L.P.$2.8M1
219Bridgewater Associates, LP$2.8M1
220OP Asset Management Ltd$2.8M1
221OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.7M1
222Sanctuary Advisors, LLC$2.7M1
223Sigma Planning Corp$2.7M1
224Susquehanna Portfolio Strategies, LLC$2.6M1
225MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.5M1
226PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$2.5M1
227HB Wealth Management, LLC$2.5M1
228Vinva Investment Management Ltd$2.5M1
229MERCER GLOBAL ADVISORS INC /ADV$2.5M1
230GATEWAY INVESTMENT ADVISERS LLC$2.4M1
231Siemens Fonds Invest GmbH$2.3M1
232Steward Partners Investment Advisory, LLC$2.3M1
233Cerity Partners LLC$2.3M1
234BANQUE PICTET & CIE SA$2.3M1
235CIBC WORLD MARKET INC.$2.2M1
236Venture Visionary Partners LLC$2.1M1
237CREDIT AGRICOLE S A$2.1M1
238Advisors Asset Management, Inc.$2.1M1
239WealthTrust Axiom LLC$2.0M1
240NewEdge Advisors, LLC$2.0M1
241Nicholson Wealth Management Group, LLC$2.0M1
242FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$2.0M1
243National Pension Service$1.9M1
244Rafferty Asset Management, LLC$1.9M1
245FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$1.9M1
246Baird Financial Group, Inc.$1.9M1
247Ramirez Asset Management, Inc.$1.9M1
248Summit Trail Advisors, LLC$1.8M1
249JANE STREET GROUP, LLC$1.7M1
250FIRST MANHATTAN CO. LLC.$1.7M1
251Atria Investments, Inc$1.7M1
252Investment Management Corp of Ontario$1.7M1
253MATHER GROUP, LLC.$1.7M1
254CWM, LLC$1.7M1
255Machina Capital S.A.S.$1.7M1
256Aquatic Capital Management LLC$1.6M1
257XTX Topco Ltd$1.6M1
258Oak Thistle LLC$1.6M1
259TD Waterhouse Canada Inc.$1.6M1
260Crossmark Global Holdings, Inc.$1.6M1
261Norinchukin Bank, The$1.6M1
262Blue Water Asset Management$1.6M1
263OPUS INVESTMENT MANAGEMENT INC$1.6M1
264Quadrature Capital Ltd$1.5M1
265CIM, LLC$1.5M1
266Robeco Institutional Asset Management B.V.$1.5M1
267MIZUHO SECURITIES USA LLC$1.4M1
268WESTPAC BANKING CORP$1.4M1
269Lido Advisors, LLC$1.4M1
270NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.4M1
271Bleakley Financial Group, LLC$1.4M1
272ALPS ADVISORS INC$1.4M1
273DRW Securities, LLC$1.3M1
274HARTFORD INVESTMENT MANAGEMENT CO$1.3M1
275Envestnet Portfolio Solutions, Inc.$1.3M1
276Equitable Holdings, Inc.$1.3M1
277Brooklyn Investment Group$1.3M1
278NORDEA INVESTMENT MANAGEMENT AB$1.3M1
279Fideuram Asset Management (Ireland) dac$1.3M1
280Ascent Group, LLC$1.3M1
281Portfolio Design Labs, LLC$1.3M1
282DANSKE BANK A/S$1.3M1
283OFI INVEST ASSET MANAGEMENT$1.2M1
284TOUNJIAN ADVISORY PARTNERS, LLC$1.2M1
285RIA Advisory Group LLC$1.2M1
286Maryland State Retirement & Pension System$1.2M1
287Wilmington Savings Fund Society, FSB$1.2M1
288Sequoia Financial Advisors, LLC$1.2M1
289ROYAL LONDON ASSET MANAGEMENT LTD$1.2M1
290Mirador Capital Partners LP$1.1M1
291WBI INVESTMENTS, LLC$1.1M1
292Allianz Asset Management GmbH$1.1M1
293Vident Advisory, LLC$1.1M1
294FIDUCIARY TRUST CO$1.1M1
295Meeder Advisory Services, Inc.$1.1M1
296Empowered Funds, LLC$1.0M1
297Vise Technologies, Inc.$996K1
298Chesley Taft & Associates LLC$995K1
299EntryPoint Capital, LLC$985K1
300MUFG Securities EMEA plc$975K1
301Braeburn Wealth Management LLC$970K1
302Federation des caisses Desjardins du Quebec$966K1
303Smartleaf Asset Management LLC$959K1
304Summit Financial, LLC$947K1
305ICON ADVISERS INC/CO$946K1
306HORIZON KINETICS ASSET MANAGEMENT LLC$946K1
307EXCHANGE TRADED CONCEPTS, LLC$926K1
308LMR Partners LLP$905K1
309UNITED CAPITAL FINANCIAL ADVISORS, LLC$889K1
310Saudi Central Bank$871K1
311MML INVESTORS SERVICES, LLC$861K1
312AXQ CAPITAL, LP$858K1
313GREENLEAF TRUST$824K1
314QUADRANT CAPITAL GROUP LLC$821K1
315Kestra Advisory Services, LLC$815K1
316PROFUND ADVISORS LLC$811K1
317Centennial Wealth Advisory LLC$807K1
318New Age Alpha Advisors, LLC$805K1
319BLB&B Advisors, LLC$799K1
320SBI Okasan Asset Management Co.Ltd.$795K1
321Sterling Capital Management LLC$791K1
322Ethic Inc.$786K1
323Empirical Finance, LLC$780K1
324Tower Research Capital LLC (TRC)$777K1
325Canton Hathaway, LLC$776K1
326JMAC ENTERPRISES LLC$776K1
327Elevated Capital Advisors, LLC$768K1
328NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$761K1
329Lombard Odier Asset Management (Switzerland) SA$744K1
330TOKIO MARINE ASSET MANAGEMENT CO LTD$739K1
331PRUDENTIAL PLC$735K1
332Laird Norton Wetherby Trust Company, LLC$720K1
333COMMERCE BANK$699K1
334Finer Wealth Management, Inc.$698K1
335ALTFEST L J & CO INC$695K1
336BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$680K1
337North Dakota State Investment Board$679K1
338NLB Skladi, upravljanje premozenja, d.o.o.$673K1
339Metis Global Partners, LLC$672K1
340CHOREO, LLC$660K1
341MUFG SECURITIES AMERICAS INC.$658K1
342ADAGE CAPITAL PARTNERS GP, L.L.C.$656K1
343LAZARD ASSET MANAGEMENT LLC$650K1
344SECURIAN ASSET MANAGEMENT, INC$641K1
345BLAIR WILLIAM & CO/IL$630K1
346Callan Family Office, LLC$602K1
347MOODY NATIONAL BANK TRUST DIVISION$600K1
348Wedmont Private Capital$583K1
349Voleon Capital Management LP$574K1
350Merit Financial Group, LLC$550K1
351Savant Capital, LLC$519K1
352SIGNATUREFD, LLC$516K1
353COLDSTREAM CAPITAL MANAGEMENT INC$513K1
354Prospera Financial Services Inc$513K1
355Apollon Wealth Management, LLC$512K1
356Ballentine Partners, LLC$509K1
357EVOLVE PRIVATE WEALTH, LLC$506K1
358NewEdge Wealth, LLC$503K1
359Acorn Wealth Advisors, LLC$499K1
360Engineers Gate Manager LP$497K1
361Vestmark Advisory Solutions, Inc.$493K1
362GTS SECURITIES LLC$483K1
363Frank, Rimerman Advisors LLC$481K1
364Advisory Alpha, LLC$474K1
365Segment Wealth Management, LLC$467K1
366Azimuth Capital Investment Management LLC$465K1
367Accurate Wealth Management, LLC$465K1
368TWO SIGMA SECURITIES, LLC$459K1
369CONNING INC.$454K1
370FULTON BANK, N.A.$451K1
371Bison Wealth, LLC$451K1
372Financial Advisors Network, Inc.$438K1
373STRATEGY ASSET MANAGERS LLC$418K1
374JOURNEY STRATEGIC WEALTH LLC$411K1
375Excelsior Advisor Network LLC$410K1
376DAVENPORT & Co LLC$397K1
377Fifth Third Wealth Advisors LLC$395K1
378Belpointe Asset Management LLC$395K1
379CHATHAM CAPITAL GROUP, INC.$390K1
380QRG CAPITAL MANAGEMENT, INC.$389K1
381D.A. DAVIDSON & CO.$388K1
382Samalin Investment Counsel, LLC$383K1
383Assenagon Asset Management S.A.$381K1
384MIRABELLA FINANCIAL SERVICES LLP$380K1
385Blue Trust, Inc.$380K1
386WEDGE CAPITAL MANAGEMENT L L P/NC$376K1
387Sowell Financial Services LLC$376K1
388Rehmann Capital Advisory Group$369K1
389ALPINE WOODS CAPITAL INVESTORS, LLC$369K1
390International Private Wealth Advisors LLC$364K1
391KESTRA PRIVATE WEALTH SERVICES, LLC$357K1
392Aster Capital Management (DIFC) Ltd$356K1
393Aaron Wealth Advisors LLC$355K1
394Chicago Partners Investment Group LLC$350K1
395Caprock Group, LLC$350K1
396Oxler Private Wealth LLC$347K1
397Procyon Advisors, LLC$347K1
398Inscription Capital, LLC$343K1
399Arax Advisory Partners$339K1
400Pinnacle Wealth Management Group, Inc.$337K1
401BOOTHBAY FUND MANAGEMENT, LLC$334K1
402Carrera Capital Advisors$333K1
403PANAGORA ASSET MANAGEMENT INC$327K1
404Frec Markets, Inc.$326K1
405ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$326K1
406WESTWOOD HOLDINGS GROUP INC$320K1
407Gradient Investments LLC$311K1
408Mattson Financial Services, LLC$310K1
409Capital Investment Advisors, LLC$308K1
410Kera Capital Partners, Inc.$305K1
411NORDEN GROUP LLC$303K1
412Cresset Asset Management, LLC$293K1
413Allworth Financial LP$286K1
414Quarry LP$286K1
415TRUST CO OF TOLEDO NA /OH/$274K1
416JOHNSON INVESTMENT COUNSEL INC$274K1
417Financial Strategies Group, Inc.$273K1
418Pointe Capital Management LLC$273K1
419Aprio Wealth Management, LLC$271K1
420Waverly Advisors, LLC$270K1
421Bridgefront Capital, LLC$269K1
422DAYMARK WEALTH PARTNERS, LLC$268K1
423Corecam AG$259K1
424Henrickson Nauta Wealth Advisors, Inc.$258K1
425LORD, ABBETT & CO. LLC$257K1
426Concurrent Investment Advisors, LLC$256K1
427Phillips Wealth Planners LLC$253K1
428LVW Advisors, LLC$252K1
429TEMA ETFS LLC$252K1
430DIVERSIFY WEALTH MANAGEMENT, LLC$245K1
431Vontobel Holding Ltd.$242K1
432CHICAGO TRUST Co NA$240K1
433Perigon Wealth Management, LLC$240K1
434Livforsakringsbolaget Skandia, Omsesidigt$239K1
435VestGen Advisors, LLC$239K1
436PATTON FUND MANAGEMENT, INC.$237K1
437Journey Advisory Group, LLC$237K1
438Spartan Wealth Advisory Services LLC$236K1
439SkyOak Wealth, LLC$233K1
440FLORIDA FINANCIAL ADVISORS, LLC$232K1
441IHT Wealth Management, LLC$231K1
442MGO ONE SEVEN LLC$230K1
443BRADLEY FOSTER & SARGENT INC/CT$229K1
444Horizon Investment Services, LLC$226K1
445OSLO PENSJONSFORSIKRING AS$224K1
446Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$223K1
447Midwest Trust Co$219K1
448Sovereign Financial Group, Inc.$219K1
449PCM Encore, LLC$219K1
450Walker Asset Management, LLC$218K1
451DRIVE WEALTH MANAGEMENT, LLC$218K1
452DV Trading LLC$217K1
453OneDigital Investment Advisors LLC$217K1
454Checchi Capital Advisers, LLC$217K1
455Prosperity Financial Group, Inc.$217K1
456Atlas Legacy Advisors, LLC$217K1
457Pallas Capital Advisors LLC$215K1
458Dorsey & Whitney Trust CO LLC$213K1
459Collaborative Fund Advisors, LLC$213K1
460Independent Advisor Alliance$212K1
461Ameritas Investment Partners, Inc.$212K1
462BARNES PETTEY FINANCIAL ADVISORS, LLC$209K1
463Beacon Pointe Advisors, LLC$206K1
464FIRST CITIZENS BANK & TRUST CO$204K1
465CITIZENS FINANCIAL GROUP INC/RI$203K1
466CAXTON ASSOCIATES LLP$201K1
467MAI Capital Management$199K1
468Virtus Investment Advisers, LLC$196K1
469Clearstead Advisors, LLC$175K1
470Larson Financial Group LLC$157K1
471Crewe Advisors LLC$148K1
472PRIVATE TRUST CO NA$125K1
473Pinnacle Wealth Planning Services, Inc.$117K1
474CVA Family Office, LLC$117K1
475Caitlin John, LLC$114K1
476Costello Asset Management, INC$109K1
477FIRST FINANCIAL CORP /IN/$109K1
478DekaBank Deutsche Girozentrale$105K1
479iA Global Asset Management Inc.$103K1
480Spire Wealth Management$93.4K1
481Dixon Mitchell Investment Counsel Inc.$92.6K1
482Cranbrook Wealth Management, LLC$86.3K1
483Optiver Holding B.V.$86.2K1
484SIMPLEX TRADING, LLC$85.6K1
485MONTAG A & ASSOCIATES INC$85.3K1
486Caldwell Trust Co$84.3K1
487Grove Bank & Trust$83.2K1
488Manchester Capital Management LLC$82.0K1
489Bernard Wealth Management Corp.$74.6K1
490CALDWELL SUTTER CAPITAL, INC.$73.7K1
491Cromwell Holdings LLC$73.2K1
492CYBER HORNET ETFs LLC$65.2K1
493SALEM INVESTMENT COUNSELORS INC$62.8K1
494Parkside Financial Bank & Trust$62.5K1
495Robbins Farley$62.1K1
496UMB Bank, n.a.$61.2K1
497Deseret Mutual Benefit Administrators$59.3K1
498SJS Investment Consulting Inc.$58.0K1
499Global Assets Advisory, LLC$56.4K1
500Physician Wealth Advisors, Inc.$42.9K1
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)1 buy / 4 sell
Congress net ($ bound)−$59.0K to $11.0K
Filers net (actions)not in build
Filers net ($ 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 CMS

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for CMS · financials and macro

Financials — as filed PLANNED

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