Public record / Tickers / CNI

CNI — CANADIAN NATIONAL RAILWAY CO

Both disclosure regimes on one name: who in Congress filed about CNI, 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
15
all PTR rows naming CNI
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
02-10
filed 2025-02-10
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

Greg Gianforte · $100K–$250K

Sale · traded 2020-05-12 → filed 2020-05-29. Ranked over every CNI row by the provable lower bound, never a point estimate.

No member disclosed CNI in the trailing 12 months

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

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

3 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. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CNI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CNI
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-02-10Jared Moskowitz D–FL-23Sale · DC (dependent-child-owned)Traded 01-15 +26d$1K–$15K
2025-02-10Jared Moskowitz D–FL-23Sale · DC (dependent-child-owned)Traded 01-15 +26d$1K–$15K
2025-02-10Jared Moskowitz D–FL-23SaleTraded 01-15 +26d$1K–$15K
2021-03-16Peter Meijer R–MI-3SaleTraded 02-17 +27d$15K–$50K
2020-06-10Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 05-08 +33d$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 15 ↗

Members active in CNI

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

No member disclosed CNI in the trailing 12 months.

Congress ↔ notable managers · CNI

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 Bridgewater Associates $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · Canadian National Railway Co

Merged timeline of congressional filings and notable-manager moves on CNI
DateWhoChangeSize
2026-05-15Fairfax Financial 13Fadd+5,000 sh
2026-05-15Gotham Asset Management 13Fnew+4,491 sh
2026-05-15Bridgewater Associates 13Fexit−187,527 sh
2026-05-01Markel Group 13Fadd+9,000 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

Top institutional holders of CNI for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1GATES FOUNDATION TRUST$5.3B1
2ROYAL BANK OF CANADA$2.8B1
3CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$1.9B1
41832 Asset Management L.P.$1.9B1
5FIL Ltd$1.7B1
6VANGUARD CAPITAL MANAGEMENT LLC$1.6B1
7BANK OF MONTREAL /CAN/$1.4B1
8TD ASSET MANAGEMENT INC$1.2B1
9WELLINGTON MANAGEMENT GROUP LLP$1.2B1
10MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.1B1
11TCI Fund Management Ltd$1.0B1
12LAZARD ASSET MANAGEMENT LLC$934M1
13MACKENZIE FINANCIAL CORP$903M1
14DEUTSCHE BANK AG\$740M1
15NATIONAL BANK OF CANADA /FI/$686M1
16Fiera Capital Corp$636M1
17Clearbridge Investments, LLC$540M1
18CIBC WORLD MARKET INC.$527M1
19VANGUARD FIDUCIARY TRUST CO$494M1
20ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$486M1
21Connor, Clark & Lunn Investment Management Ltd.$471M1
22CANADA PENSION PLAN INVESTMENT BOARD$462M1
23MANUFACTURERS LIFE INSURANCE COMPANY, THE$453M1
24Legal & General Group Plc$432M1
25TD Waterhouse Canada Inc.$430M1
26SCOTIA CAPITAL INC.$402M1
27Federation des caisses Desjardins du Quebec$392M1
28CIBC Asset Management Inc$377M1
29HARDING LOEVNER LP$292M1
30MORGAN STANLEY$274M1
31Fisher Asset Management, LLC$260M1
32Vanguard Global Advisers, LLC$226M1
33TORONTO DOMINION BANK$202M1
34FMR LLC$195M1
35Findlay Park Partners LLP$194M1
36Swiss National Bank$181M1
37CHARLES SCHWAB INVESTMENT MANAGEMENT INC$166M1
38CITADEL ADVISORS LLC$159M1
39Capital International Investors$149M1
40BANK OF NOVA SCOTIA$144M1
41Mitsubishi UFJ Trust & Banking Corp$144M1
42STIFEL FINANCIAL CORP$143M1
43BANK OF AMERICA CORP /DE/$143M1
44DIMENSIONAL FUND ADVISORS LP$142M1
45Cardinal Capital Management, Inc.$122M1
46Nuveen, LLC$118M1
47AQR CAPITAL MANAGEMENT LLC$115M1
48LETKO, BROSSEAU & ASSOCIATES INC$108M1
49Invesco Ltd.$107M1
50VANGUARD ASSET MANAGEMENT, Ltd$106M1
51Amundi$105M1
52INTACT INVESTMENT MANAGEMENT INC.$98.9M1
53Douglass Winthrop Advisors, LLC$98.1M1
54MILLENNIUM MANAGEMENT LLC$97.7M1
55ADAGE CAPITAL PARTNERS GP, L.L.C.$88.1M1
56BLI - Banque de Luxembourg Investments$82.3M1
57Point72 Asset Management, L.P.$80.1M1
58Alberta Investment Management Corp$78.2M1
59Scheer, Rowlett & Associates Investment Management Ltd.$75.5M1
60AGF MANAGEMENT LTD$74.1M1
61FRANKLIN RESOURCES INC$73.4M1
62UBS Group AG$68.7M1
63BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$66.6M1
64Addenda Capital Inc.$65.9M1
65Value Partners Investments Inc.$62.2M1
66NORTHERN TRUST CORP$60.8M1
67OMERS ADMINISTRATION Corp$59.5M1
68Vanguard Investments Australia, Ltd.$53.4M1
69CIDEL ASSET MANAGEMENT INC$52.9M1
70BALYASNY ASSET MANAGEMENT L.P.$52.0M1
71SEI INVESTMENTS CO$51.9M1
72BROWN ADVISORY INC$50.3M1
73VOLORIDGE INVESTMENT MANAGEMENT, LLC$50.2M1
74AVIVA PLC$47.4M1
75RENAISSANCE TECHNOLOGIES LLC$47.3M1
76Quadrature Capital Ltd$46.4M1
77Dixon Mitchell Investment Counsel Inc.$46.0M1
78Northwest & Ethical Investments L.P.$43.9M1
79TWO SIGMA INVESTMENTS, LP$43.5M1
80GUARDIAN CAPITAL LP$43.2M1
81BlackRock, Inc.$42.4M1
82SATURNA CAPITAL CORP$41.1M1
83Allen Investment Management, LLC$38.7M1
84BARCLAYS PLC$37.2M1
85AMERICAN CENTURY COMPANIES INC$36.9M1
86CIBC Bancorp USA Inc.$36.4M1
87FIRST TRUST ADVISORS LP$35.3M1
88Verition Fund Management LLC$33.9M1
89Jain Global LLC$31.7M1
90BCV Asset Management Inc.$31.5M1
91BANK OF NOVA SCOTIA TRUST CO$30.5M1
92LOUISBOURG INVESTMENTS INC.$29.5M1
93Pictet Asset Management Holding SA$29.3M1
94Korea Investment CORP$28.8M1
95PUBLIC SECTOR PENSION INVESTMENT BOARD$27.7M1
96Waratah Capital Advisors Ltd.$27.7M1
97Schonfeld Strategic Advisors LLC$26.5M1
98YCG, LLC$26.4M1
99Guardian Partners Inc.$25.7M1
100Lighthouse Investment Partners, LLC$25.3M1
101PICTON MAHONEY ASSET MANAGEMENT$24.2M1
102Zurcher Kantonalbank (Zurich Cantonalbank)$24.2M1
103SUMMITRY LLC$22.1M1
104Polar Asset Management Partners Inc.$21.1M1
105Man Group plc$20.4M1
106RAYMOND JAMES FINANCIAL INC$20.2M1
107MONTRUSCO BOLTON INVESTMENTS INC.$20.1M1
108ENVESTNET ASSET MANAGEMENT INC$19.8M1
109Verity & Verity, LLC$17.8M1
110WINDWARD CAPITAL MANAGEMENT CO /CA$17.6M1
111NICOLA WEALTH MANAGEMENT LTD.$17.3M1
112STATE OF WISCONSIN INVESTMENT BOARD$16.9M1
113Aviso Financial Inc.$16.7M1
114Purpose Unlimited Inc.$16.4M1
115Trexquant Investment LP$16.3M1
116HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$15.4M1
117Cerity Partners LLC$15.2M1
118Coleford Investment Management Ltd.$15.0M1
119Vident Advisory, LLC$14.9M1
120Banque Transatlantique SA$14.6M1
121Varma Mutual Pension Insurance Co$14.4M1
122LGT Group Foundation$14.3M1
123Cardinal Point Capital Management ULC$13.9M1
124APG Asset Management N.V.$13.5M1
125L. Roy Papp & Associates, LLP$13.5M1
126Crossmark Global Holdings, Inc.$13.1M1
127Swiss Life Asset Management Ltd$13.1M1
128Choate Investment Advisors$13.1M1
129Lansforsakringar Fondforvaltning AB (publ)$12.5M1
130PINNACLE ASSOCIATES LTD$12.0M1
131SCHARF INVESTMENTS, LLC$11.8M1
132CITIGROUP INC$11.7M1
133ROYAL LONDON ASSET MANAGEMENT LTD$11.3M1
134BNP Paribas Asset Management Holding S.A.$11.2M1
135LPL Financial LLC$11.1M1
136Hendershot Investments Inc.$10.9M1
137Union Bancaire Privee, UBP SA$10.8M1
138Rockefeller Capital Management L.P.$10.5M1
139PRINCIPAL FINANCIAL GROUP INC$10.5M1
140USS Investment Management Ltd$10.2M1
141Hillsdale Investment Management Inc.$9.9M1
142NATIXIS$9.8M1
143Quantinno Capital Management LP$9.2M1
144Ravenstone Capital Management Inc.$9.1M1
145WEYBOSSET RESEARCH & MANAGEMENT LLC$8.9M1
146Mariner, LLC$8.7M1
147BRADLEY FOSTER & SARGENT INC/CT$8.7M1
148WELLS FARGO & COMPANY/MN$8.7M1
149SEB Asset Management AB$8.5M1
150NORTHSTAR ASSET MANAGEMENT INC$8.3M1
151GREAT LAKES ADVISORS, LLC$8.2M1
152Investment Management Corp of Ontario$8.0M1
153Rothschild & Co Wealth Management UK Ltd$7.9M1
154O'SHAUGHNESSY ASSET MANAGEMENT, LLC$7.7M1
155KORNITZER CAPITAL MANAGEMENT INC /KS$7.6M1
156JENNISON ASSOCIATES LLC$7.5M1
157STATE STREET CORP$7.4M1
158Creative Planning$7.2M1
159DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$7.0M1
160Tidal Investments LLC$6.9M1
161KWMG, LLC$6.7M1
162PATTEN & PATTEN INC/TN$6.7M1
163Generali Asset Management SPA SGR$6.7M1
164ExodusPoint Capital Management, LP$6.5M1
165Ruffer LLP$6.5M1
166PCJ Investment Counsel Ltd.$6.4M1
167Maryland State Retirement & Pension System$6.3M1
168Stamos Capital Partners, L.P.$6.3M1
169US BANCORP \DE\$6.3M1
170Triasima Portfolio Management inc.$6.2M1
171Utah Retirement Systems$6.1M1
172Cetera Investment Advisers$6.1M1
173DKRT Investments Corp.$6.0M1
174Gold Investment Management Ltd.$5.8M1
175Callahan Advisors, LLC$5.7M1
176BROWN, LISLE/CUMMINGS, INC.$5.6M1
177MARKEL GROUP INC.$5.5M1
178FOUNDERS CAPITAL MANAGEMENT, LLC$5.5M1
179Burkett Asset Management Ltd$5.4M1
180ALLIANCEBERNSTEIN L.P.$5.3M1
181Gradient Investments LLC$5.3M1
182XTX Topco Ltd$5.3M1
183Qube Research & Technologies Ltd$5.3M1
184Janus Henderson Group Ltd.$5.1M1
185Azimuth Capital Investment Management LLC$5.1M1
186AZZAD ASSET MANAGEMENT INC /ADV$5.0M1
187DAVIS-REA LTD.$4.9M1
188Ausbil Investment Management Ltd$4.9M1
189VICTORY CAPITAL MANAGEMENT INC$4.8M1
190JANE STREET GROUP, LLC$4.6M1
191LETSON INVESTMENT MANAGEMENT, INC.$4.5M1
192Templeton & Phillips Capital Management, LLC$4.4M1
193LGT Fund Management Co Ltd.$4.2M1
194Old West Investment Management, LLC$4.2M1
195Squarepoint Ops LLC$4.2M1
196Costello Asset Management, INC$4.0M1
197Strong Tower Advisory Services$4.0M1
198Immersion Capital LLP$4.0M1
199BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$3.9M1
200Morningstar Investment Management LLC$3.9M1
201Taproot Management LP$3.8M1
202COMMONWEALTH EQUITY SERVICES, LLC$3.7M1
203PITTENGER & ANDERSON INC$3.7M1
204Allianz Asset Management GmbH$3.5M1
205LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE$3.4M1
206Act Two Investors LLC$3.4M1
207Cumberland Partners Ltd$3.4M1
208Graham Capital Management, L.P.$3.3M1
209Banque de Luxembourg S.A.$3.3M1
210BLAIR WILLIAM & CO/IL$3.2M1
211Capital World Investors$3.1M1
212Mediolanum International Funds Ltd$3.1M1
213Lido Advisors, LLC$3.1M1
214RWA WEALTH PARTNERS, LLC$3.1M1
215GROUPAMA ASSET MANAGMENT$3.0M1
216SHEETS SMITH WEALTH MANAGEMENT$2.9M1
217SUSQUEHANNA ADVISORS GROUP, INC.$2.8M1
218COMMERCE BANK$2.8M1
219Inspire Investing, LLC$2.7M1
220Pekin Hardy Strauss, Inc.$2.6M1
221Baird Financial Group, Inc.$2.6M1
222Legacy Wealth Asset Management, LLC$2.6M1
223DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$2.6M1
224SMITHBRIDGE ASSET MANAGEMENT INC/DE$2.6M1
225Farrow Financial, Inc.$2.5M1
226FAIRFAX FINANCIAL HOLDINGS LTD/ CAN$2.5M1
227Numerai GP LLC$2.5M1
228FIDUCIARY TRUST CO$2.5M1
229KEYBANK NATIONAL ASSOCIATION/OH$2.5M1
230Modera Wealth Management, LLC$2.5M1
231HOHIMER WEALTH MANAGEMENT, LLC$2.4M1
232NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.3M1
233Pacifica Partners Inc.$2.3M1
234Zurich Insurance Group Ltd/FI$2.3M1
235SIG North Trading, ULC$2.2M1
236Vanguard Personalized Indexing Management, LLC$2.2M1
237K.J. Harrison & Partners Inc$2.2M1
238HighTower Advisors, LLC$2.1M1
239Ensign Peak Advisors, Inc$2.1M1
240Corient Private Wealth LLC$2.1M1
241Candriam S.C.A.$2.1M1
242OSAIC HOLDINGS, INC.$2.0M1
243Harrington Investments, INC$2.0M1
244RITHOLTZ WEALTH MANAGEMENT$2.0M1
245Tacita Capital Inc$2.0M1
246Cullen Capital Management, LLC$2.0M1
247Pinnacle Financial Partners, Inc.$2.0M1
248Nordwand Advisors, LLC$2.0M1
249MAVERICK CAPITAL LTD$1.9M1
250Kathmere Capital Management, LLC$1.9M1
251WELCH & FORBES LLC$1.9M1
252Orion Porfolio Solutions, LLC$1.9M1
253Altrafin AG$1.8M1
254VIEWPOINT INVESTMENT PARTNERS CORP$1.8M1
255U.S. Capital Wealth Advisors, LLC$1.8M1
256Harbour Trust & Investment Management Co$1.8M1
257INTECH INVESTMENT MANAGEMENT LLC$1.8M1
258OPPENHEIMER ASSET MANAGEMENT INC.$1.8M1
259Assenagon Asset Management S.A.$1.8M1
260ICW Investment Advisors LLC$1.7M1
261Tudor Financial Inc.$1.7M1
262BFSG, LLC$1.7M1
263Murchinson Ltd.$1.7M1
264CHOREO, LLC$1.7M1
265Focus Partners Wealth$1.6M1
266Kestra Advisory Services, LLC$1.6M1
267FIFTH THIRD BANCORP$1.6M1
268Laird Norton Wetherby Trust Company, LLC$1.6M1
269Harvest Portfolios Group Inc.$1.5M1
270VOYA INVESTMENT MANAGEMENT LLC$1.5M1
271Clearstead Advisors, LLC$1.5M1
272NWAM LLC$1.5M1
273UniSuper Management Pty Ltd$1.5M1
274Metis Global Partners, LLC$1.5M1
275Adalta Capital Management LLC$1.4M1
276DAVENPORT & Co LLC$1.4M1
277Lombard Odier Asset Management (USA) Corp$1.4M1
278BEACON INVESTMENT ADVISORS LLC$1.4M1
279Capital Group Private Client Services, Inc.$1.3M1
280CWM, LLC$1.3M1
281Vestmark Advisory Solutions, Inc.$1.3M1
282Beacon Pointe Advisors, LLC$1.3M1
283Sustainable Insight Capital Management, LLC$1.3M1
284Pathstone Holdings, LLC$1.3M1
285Westerkirk Capital Inc.$1.3M1
286MERCER GLOBAL ADVISORS INC /ADV$1.3M1
287HEARTLAND ADVISORS INC$1.3M1
288TRUIST FINANCIAL CORP$1.2M1
289Capula Management Ltd$1.2M1
290DIVIDEND ASSETS CAPITAL, LLC$1.2M1
291ASR Vermogensbeheer N.V.$1.2M1
292LOWE BROCKENBROUGH & CO INC$1.2M1
293SALEM INVESTMENT COUNSELORS INC$1.1M1
294Lombard Odier Asset Management (Switzerland) SA$1.1M1
295PARSONS CAPITAL MANAGEMENT INC/RI$1.1M1
296Ridgewood Investments LLC$1.1M1
297SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.1M1
298ARS Investment Partners, LLC$1.1M1
299Callan Family Office, LLC$1.1M1
300Caldwell Investment Management Ltd.$1.1M1
301Advisory Resource Group$1.1M1
302Tower Research Capital LLC (TRC)$1.1M1
303Barnett & Company, Inc.$1.1M1
304Sumitomo Mitsui DS Asset Management Company, Ltd$1.1M1
305Prospera Financial Services Inc$1.1M1
306Avalon Trust Co$1.0M1
307Y-Intercept (Hong Kong) Ltd$1.0M1
308Texas Yale Capital Corp.$1.0M1
309Vise Technologies, Inc.$1.0M1
310REGIONS FINANCIAL CORP$965K1
311NLB Skladi, upravljanje premozenja, d.o.o.$955K1
312Virtus Family Office LLC$952K1
313Ethic Inc.$947K1
314OPPENHEIMER & CO INC$938K1
315Atwater Malick LLC$937K1
316Mystic Asset Management, Inc.$925K1
317Cherokee Insurance Co$925K1
318MAI Capital Management$895K1
319EARNEST PARTNERS LLC$893K1
320State of Wyoming$884K1
321KING LUTHER CAPITAL MANAGEMENT CORP$883K1
322WEALTHEDGE INVESTMENT ADVISORS, LLC$874K1
323WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$873K1
324BALDWIN WEALTH PARTNERS LLC/MA$869K1
325CREDIT AGRICOLE S A$864K1
326Gibbs Wealth Management$861K1
327Patten Group, Inc.$854K1
328Walleye Trading LLC$799K1
329Cordatus Wealth Management LLC$791K1
330Twin Tree Management, LP$787K1
331CANANDAIGUA NATIONAL CORP$786K1
332Essex Financial Services, Inc.$776K1
333Capital International Sarl$773K1
334RS CRUM INC.$770K1
335Engineers Gate Manager LP$764K1
336ROBERTS GLORE & CO INC /IL/$736K1
337SIGNATUREFD, LLC$733K1
338Magnetar Financial LLC$732K1
339CenterBook Partners LP$729K1
340BAXTER BROS INC$711K1
341Capital International, Inc./CA/$704K1
342Centiva Capital, LP$698K1
343Canandaigua National Trust Co of Florida$687K1
344Private Advisor Group, LLC$683K1
345Linden Thomas Advisory Services, LLC$681K1
346Mayflower Financial Advisors, LLC$663K1
347Henshaw Capital LLC$648K1
348YOUSIF CAPITAL MANAGEMENT, LLC$640K1
349Valmark Advisers, Inc.$638K1
350NIA IMPACT ADVISORS, LLC$637K1
351First Affirmative Financial Network$636K1
352ELEVATION POINT WEALTH PARTNERS, LLC$633K1
353WORLDQUANT MILLENNIUM ADVISORS LLC$630K1
354Affinity Capital Advisors, LLC$617K1
355Waverly Advisors, LLC$610K1
356Stonehage Fleming Financial Services Holdings Ltd$600K1
357Expressive Wealth LLC$595K1
358Sanctuary Advisors, LLC$592K1
359QUADRANT CAPITAL GROUP LLC$587K1
360Bristol Gate Capital Partners Inc.$585K1
361NewEdge Advisors, LLC$584K1
362Haverford Trust Co$583K1
363HB Wealth Management, LLC$571K1
364Sequoia Financial Advisors, LLC$567K1
365Moors & Cabot, Inc.$559K1
366M&T BANK CORP$552K1
367HM PAYSON & CO$548K1
368MONARCH CAPITAL MANAGEMENT INC$548K1
369MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$540K1
370TWO SIGMA SECURITIES, LLC$539K1
371GATEWAY INVESTMENT ADVISERS LLC$538K1
372First Pacific Financial$528K1
373Centric Wealth Management$528K1
374Vontobel Holding Ltd.$522K1
375denkapparat Operations GmbH$521K1
376Compound Planning, Inc.$519K1
377&PARTNERS$513K1
378Savvy Advisors, Inc.$507K1
379Ewing Morris & Co. Investment Partners Ltd.$504K1
380Aprio Wealth Management, LLC$503K1
381Advisors Asset Management, Inc.$501K1
382RHUMBLINE ADVISERS$498K1
383QRG CAPITAL MANAGEMENT, INC.$496K1
384WESTWOOD HOLDINGS GROUP INC$495K1
385HANCOCK WHITNEY CORP$490K1
386CHESAPEAKE CAPITAL CORP /IL/$487K1
387Sowell Financial Services LLC$478K1
388One Capital Management, LLC$463K1
389Gotham Asset Management, LLC$462K1
390Orion Investment Co$461K1
391Frank, Rimerman Advisors LLC$453K1
392Tempus Wealth Planning, LLC$443K1
393FOUNDATIONS INVESTMENT ADVISORS, LLC$442K1
394Wilmington Savings Fund Society, FSB$441K1
395Sargent Investment Group, LLC$441K1
396OpenArc Corporate Advisory, LLC$431K1
397Foresight Global Investors, Inc.$424K1
398Savant Capital, LLC$422K1
399BENNETT SELBY INVESTMENTS LP$414K1
400CAMBIAR INVESTORS LLC$410K1
401Groupe la Francaise$408K1
402WIMMER ASSOCIATES 1, LLC$406K1
403Holocene Advisors, LP$405K1
404Ruggaard & Associates LLC$404K1
405Ascent Group, LLC$400K1
406OSLO PENSJONSFORSIKRING AS$400K1
407Hickory Point Bank & Trust$391K1
408GREENLEAF TRUST$388K1
409EDMOND DE ROTHSCHILD HOLDING S.A.$387K1
410Carnegie Investment Counsel$387K1
411Caprock Group, LLC$380K1
412NewEdge Wealth, LLC$377K1
413MML INVESTORS SERVICES, LLC$373K1
414LEVIN CAPITAL STRATEGIES, L.P.$370K1
415Diversified Trust Co$368K1
416Chesley Taft & Associates LLC$364K1
417Steward Partners Investment Advisory, LLC$363K1
418UNITED CAPITAL FINANCIAL ADVISORS, LLC$359K1
419PDS Planning, Inc$356K1
420Chancellor Financial Group WB LP$356K1
421AVALON CAPITAL MANAGEMENT$351K1
422Allworth Financial LP$343K1
423HOWLAND CAPITAL MANAGEMENT LLC$341K1
424Outlook Wealth Advisors, LLC$341K1
425One Wealth Advisors, LLC$338K1
426Applied Capital LLC/FL$335K1
427Arcataur Capital Management LLC$335K1
428Equitable Holdings, Inc.$328K1
429FORBES J M & CO LLP$318K1
430BENJAMIN EDWARDS INC$313K1
431EXCALIBUR MANAGEMENT CORP$313K1
432GRIMES & Co WEALTH MANAGEMENT, LLC$312K1
433CarsonAllaria Wealth Management, Ltd.$310K1
434Atria Investments, Inc$307K1
435Stratos Wealth Partners, LTD.$306K1
436Constitution Capital LLC$301K1
437Bank Pictet & Cie (Europe) AG$297K1
438Retirement Planning Group, LLC$296K1
439Mattson Financial Services, LLC$293K1
440Checchi Capital Advisers, LLC$292K1
441Kingsview Wealth Management, LLC$288K1
442EASTERN BANK$286K1
443Broyhill Asset Management, LLC$283K1
444Mattern Wealth Management LLC$280K1
445Brown Financial Advisors$280K1
446PECAUT & CO.$276K1
447Independent Advisor Alliance$273K1
448CWA Asset Management Group, LLC$271K1
449UMB Bank, n.a.$270K1
450Kaydan Wealth Management, Inc.$266K1
451Banque Cantonale Vaudoise$265K1
452Stokes Capital Advisors, LLC$262K1
453FOCUSED ALPHA, LLC$257K1
454AXXCESS WEALTH MANAGEMENT, LLC$257K1
455TCTC Holdings, LLC$255K1
456SHP Wealth Management$247K1
457First Eagle Investment Management, LLC$247K1
458PETTYJOHN, WOOD & WHITE, INC$247K1
459Ponta Wealth Partners, LLC$247K1
460COLDSTREAM CAPITAL MANAGEMENT INC$243K1
461Private Capital Management, LLC$243K1
462Koshinski Asset Management, Inc.$242K1
463Chicago Partners Investment Group LLC$242K1
464IEQ CAPITAL, LLC$241K1
465CHICAGO TRUST Co NA$241K1
466EVERGREEN CAPITAL MANAGEMENT LLC$241K1
467Midwest Trust Co$239K1
468DAVIS R M INC$236K1
469Merit Financial Group, LLC$234K1
470GREAT VALLEY ADVISOR GROUP, INC.$228K1
471D.A. DAVIDSON & CO.$228K1
472WORLD EQUITY GROUP, INC.$227K1
473D. E. Shaw & Co., Inc.$226K1
474PFG Investments, LLC$226K1
475Focus Partners Advisor Solutions, LLC$225K1
476Brooklyn Investment Group$222K1
477Empower Advisory Group, LLC$221K1
478SAX WEALTH ADVISORS, LLC$219K1
479FIDUCIARY FINANCIAL GROUP, LLC$218K1
480Radnor Capital Management, LLC$216K1
481STRATEGY ASSET MANAGERS LLC$211K1
482CONGRESS ASSET MANAGEMENT CO$210K1
483TRUSTMARK BANK TRUST DEPARTMENT$209K1
484RFG - Bristol Wealth Advisors, LLC$209K1
485KESTRA PRIVATE WEALTH SERVICES, LLC$208K1
486Summit Financial, LLC$206K1
487Geneos Wealth Management Inc.$205K1
488Advisor OS, LLC$204K1
489EP Wealth Advisors, LLC$203K1
490Cannell & Spears LLC$203K1
491UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$203K1
492Edgestream Partners, L.P.$202K1
493Dorsey & Whitney Trust CO LLC$201K1
494Ballentine Partners, LLC$201K1
495Wealth Enhancement Trust Services, Inc.$199K1
496CVA Family Office, LLC$196K1
497WESTPAC BANKING CORP$195K1
498Walleye Capital LLC$192K1
499MATHER GROUP, LLC.$187K1
500Abound Wealth Management$183K1
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)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on CNI

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for CNI · financials and macro

Financials — as filed PLANNED

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