Public record / Tickers / COO

COO — COOPER COMPANIES, INC.

Both disclosure regimes on one name: who in Congress filed about COO, 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 COO
Members · 12m
2
4 buys · 0 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Thomas R. Suozzi · $15.0K–$50.0K

Sale · traded 2017-01-05 → filed 2022-12-19. Ranked over every COO row by the provable lower bound, never a point estimate.

2 members · 4 buys / 0 sells

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

4 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

5 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. 5 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING COO · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning COO
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-07-02Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 06-05 +27d$1K–$15K
2026-06-08Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 05-29 +10d$1K–$15K
2026-01-12Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 2025-12-10 +33d$1K–$15K
2025-06-09Robert P. Bresnahan, Jr. R–PA-8SaleTraded 05-15 +25d$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 COO

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing COO in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-313$3.0K to $45.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2

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

Congress ↔ notable managers · COO

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

Congress · last 90 days

Buyers
2 Alan Armstrong R–OK, Gilbert Ray Cisneros, Jr. D–CA-31 $2K–$30K
Sellers
0

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

Notable managers · quarter ended 2026-03-31

Adding
1 Caxton Associates $757K held

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

Merged timeline of congressional filings and notable-manager moves on COO
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-07-02Gilbert Ray Cisneros, Jr. CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Ftrim−111,183 sh
2026-05-15Bridgewater Associates 13Ftrim−145 sh
2026-05-14Caxton Associates 13Fnew+10,594 sh

5 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of COO for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.2B1
2VANGUARD CAPITAL MANAGEMENT LLC$909M1
3STATE STREET CORP$627M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$624M1
5Capital World Investors$530M1
6BROWNING WEST LP$499M1
7FRANKLIN RESOURCES INC$348M1
8GENERATION INVESTMENT MANAGEMENT LLP$329M1
9Longview Partners (Guernsey) LTD$273M1
10Invesco Ltd.$261M1
11AQR CAPITAL MANAGEMENT LLC$261M1
12JANA Partners Management, LP$255M1
13UBS Group AG$246M1
14DIAMOND HILL CAPITAL MANAGEMENT INC$243M1
15WELLINGTON MANAGEMENT GROUP LLP$241M1
16Janus Henderson Group Ltd.$219M1
17MASSACHUSETTS FINANCIAL SERVICES CO /MA/$211M1
18UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$181M1
19LONDON CO OF VIRGINIA$160M1
20ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$152M1
21DIMENSIONAL FUND ADVISORS LP$148M1
22MORGAN STANLEY$137M1
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$129M1
24NORTHERN TRUST CORP$127M1
25Champlain Investment Partners, LLC$115M1
26BANK OF AMERICA CORP /DE/$103M1
27Focus Partners Wealth$99.5M1
28Findlay Park Partners LLP$94.9M1
29WELLS FARGO & COMPANY/MN$87.9M1
30VANGUARD FIDUCIARY TRUST CO$78.8M1
31MANUFACTURERS LIFE INSURANCE COMPANY, THE$67.8M1
32Legal & General Group Plc$65.9M1
33ENVESTNET ASSET MANAGEMENT INC$62.3M1
34Amundi$58.9M1
35Swedbank AB$58.6M1
36DEUTSCHE BANK AG\$56.1M1
37RAYMOND JAMES FINANCIAL INC$53.6M1
38Nuveen, LLC$53.4M1
39ArrowMark Colorado Holdings LLC$47.4M1
40DAVENPORT & Co LLC$46.4M1
41TD ASSET MANAGEMENT INC$46.0M1
42STOREBRAND ASSET MANAGEMENT AS$45.4M1
43Swiss National Bank$41.1M1
44ExodusPoint Capital Management, LP$41.0M1
45MACKENZIE FINANCIAL CORP$39.8M1
46FMR LLC$34.9M1
47BAMCO INC /NY/$32.5M1
48Mitsubishi UFJ Asset Management Co., Ltd.$32.4M1
49Vanguard Global Advisers, LLC$30.7M1
50Quantinno Capital Management LP$30.2M1
51ROYAL BANK OF CANADA$29.4M1
52HSBC HOLDINGS PLC$28.8M1
53FRONTIER CAPITAL MANAGEMENT CO LLC$25.2M1
54CRAMER ROSENTHAL MCGLYNN LLC$25.1M1
55Mariner, LLC$24.5M1
56VANGUARD ASSET MANAGEMENT, Ltd$24.3M1
57CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$24.2M1
58Susquehanna Portfolio Strategies, LLC$24.1M1
59BARCLAYS PLC$23.8M1
60SEB Asset Management AB$22.8M1
61Woodline Partners LP$21.4M1
62SEI INVESTMENTS CO$20.8M1
63Bellevue Group AG$19.5M1
64STIFEL FINANCIAL CORP$18.4M1
65Triodos Investment Management BV$17.7M1
66Trajan Wealth LLC$17.5M1
67STATE OF WISCONSIN INVESTMENT BOARD$17.3M1
68BALYASNY ASSET MANAGEMENT L.P.$17.0M1
69PRINCIPAL FINANCIAL GROUP INC$16.5M1
70ALLIANCEBERNSTEIN L.P.$16.4M1
71ASSETMARK, INC$15.9M1
72HEARTLAND ADVISORS INC$15.8M1
73JANE STREET GROUP, LLC$15.7M1
74Eurizon Capital SGR S.p.A.$15.6M1
75FIL Ltd$15.5M1
76Ruffer LLP$15.5M1
77CITIGROUP INC$14.4M1
78WESTWOOD HOLDINGS GROUP INC$14.1M1
79Capital International Sarl$13.9M1
80CITADEL ADVISORS LLC$13.8M1
81Charter Oak Advisors LP$13.6M1
82RBO & CO LLC$12.9M1
83STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$12.3M1
84AVIVA PLC$12.3M1
85PFM Health Sciences, LP$12.1M1
86Trexquant Investment LP$12.0M1
87Universal- Beteiligungs- und Servicegesellschaft mbH$11.9M1
88NOMURA HOLDINGS INC$11.8M1
89Aberdeen Group plc$11.7M1
90Allianz Asset Management GmbH$10.8M1
91Integral Health Asset Management, LLC$10.7M1
92BANK OF MONTREAL /CAN/$10.5M1
93LPL Financial LLC$10.3M1
94Cerity Partners LLC$9.8M1
95BROWN ADVISORY INC$9.6M1
96Clearline Capital LP$9.6M1
97Gotham Asset Management, LLC$9.5M1
98Pictet Asset Management Holding SA$9.3M1
99BLI - Banque de Luxembourg Investments$9.3M1
100IEQ CAPITAL, LLC$9.2M1
101FIRST TRUST ADVISORS LP$8.6M1
102VOYA INVESTMENT MANAGEMENT LLC$8.5M1
103GOODNOW INVESTMENT GROUP, LLC$8.4M1
104Sone Capital Management, LLC$8.1M1
105Asset Management One Co., Ltd.$7.9M1
106MILLENNIUM MANAGEMENT LLC$7.7M1
107PRUDENTIAL PLC$7.6M1
108TOCQUEVILLE ASSET MANAGEMENT L.P.$7.5M1
109CAPITAL INTERNATIONAL LTD /CA/$7.4M1
110COMMERCE BANK$7.4M1
111Curi Capital, LLC$7.3M1
112Vanguard Investments Australia, Ltd.$7.1M1
113Capital International, Inc./CA/$7.0M1
114Chevy Chase Trust Holdings, LLC$6.9M1
115PRUDENTIAL FINANCIAL INC$6.9M1
116BNP Paribas Asset Management Holding S.A.$6.7M1
117CWM, LLC$6.5M1
118Parkman Healthcare Partners LLC$6.4M1
119EXENCIAL WEALTH ADVISORS, LLC$6.3M1
120ROYAL LONDON ASSET MANAGEMENT LTD$6.0M1
121EDMOND DE ROTHSCHILD HOLDING S.A.$6.0M1
122Vident Advisory, LLC$6.0M1
123Creative Planning$5.9M1
124Tredje AP-fonden$5.8M1
125FIFTH THIRD BANCORP$5.7M1
126CIBC Bancorp USA Inc.$5.5M1
127Bastion Asset Management Inc.$5.4M1
128VICTORY CAPITAL MANAGEMENT INC$5.4M1
129CREDIT AGRICOLE S A$5.1M1
130NFJ INVESTMENT GROUP, LLC$4.9M1
131Assenagon Asset Management S.A.$4.9M1
132Vestmark Advisory Solutions, Inc.$4.9M1
133NOMURA ASSET MANAGEMENT CO LTD$4.8M1
134State of New Jersey Common Pension Fund D$4.7M1
135NATIONAL BANK OF CANADA /FI/$4.7M1
136Aristotle Atlantic Partners, LLC$4.6M1
137OSAIC HOLDINGS, INC.$4.6M1
138Resona Asset Management Co.,Ltd.$4.4M1
139TORONTO DOMINION BANK$4.2M1
140TRUIST FINANCIAL CORP$4.2M1
141BUCKHEAD CAPITAL MANAGEMENT LLC$4.1M1
142MERCER GLOBAL ADVISORS INC /ADV$4.1M1
143Czech National Bank$3.8M1
144Arizona State Retirement System$3.8M1
145MML INVESTORS SERVICES, LLC$3.8M1
146AMERICAN CENTURY COMPANIES INC$3.7M1
147Orion Porfolio Solutions, LLC$3.7M1
148STATE OF MICHIGAN RETIREMENT SYSTEM$3.7M1
149Cetera Investment Advisers$3.6M1
150Rhenman & Partners Asset Management AB$3.6M1
151Swiss Life Asset Management Ltd$3.6M1
152FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$3.6M1
153Pinnacle Financial Partners, Inc.$3.5M1
154CI INVESTMENTS INC.$3.5M1
155PRENTISS SMITH & CO INC$3.5M1
156Weiss Asset Management LP$3.4M1
157SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.4M1
158NewEdge Wealth, LLC$3.4M1
159Zurcher Kantonalbank (Zurich Cantonalbank)$3.4M1
160CIBC Asset Management Inc$3.4M1
161Cinctive Capital Management LP$3.4M1
162WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.3M1
163CAMBIAR INVESTORS LLC$3.3M1
164COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.3M1
165Fluent Financial, LLC$3.3M1
166Mirae Asset Global Investments Co., Ltd.$3.1M1
167Retirement Systems of Alabama$3.0M1
168DnB Asset Management AS$2.9M1
169Gradient Investments LLC$2.9M1
170HIGHLAND CAPITAL MANAGEMENT, LLC$2.9M1
171Federation des caisses Desjardins du Quebec$2.9M1
172Daiwa Securities Group Inc.$2.9M1
173IFM Investors Pty Ltd$2.8M1
174Vanguard Personalized Indexing Management, LLC$2.7M1
175XPONANCE LLC$2.7M1
176AIA Group Ltd$2.7M1
177Sanctuary Advisors, LLC$2.6M1
178Expect Equity LLC$2.5M1
179Atria Investments, Inc$2.4M1
180Jones Kertz & Associates, Inc.$2.4M1
181DIVERSIFY WEALTH MANAGEMENT, LLC$2.3M1
182Utah Retirement Systems$2.3M1
183PUBLIC SECTOR PENSION INVESTMENT BOARD$2.3M1
184MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.2M1
185&PARTNERS$2.2M1
186ProShare Advisors LLC$2.2M1
187Korea Investment CORP$2.2M1
188Ensign Peak Advisors, Inc$2.0M1
189NATIXIS$2.0M1
190Rakuten Investment Management, Inc.$2.0M1
191UniSuper Management Pty Ltd$2.0M1
192NEOS Investment Management LLC$2.0M1
193INCEPTIONR LLC$2.0M1
194NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.0M1
195BANK OF NOVA SCOTIA$2.0M1
196Sumitomo Mitsui DS Asset Management Company, Ltd$2.0M1
197PRINCIPAL SECURITIES, INC.$1.9M1
198BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.9M1
199Pacific Capital Partners Ltd$1.9M1
200NISSAY ASSET MANAGEMENT CORP /JAPAN$1.8M1
201Centiva Capital, LP$1.8M1
202AMG National Trust Bank$1.8M1
203ADAGE CAPITAL PARTNERS GP, L.L.C.$1.8M1
204Corient Private Wealth LLC$1.6M1
205Capital Group Investment Management Pte. Ltd.$1.6M1
206MBM WEALTH CONSULTANTS, LLC$1.6M1
207XTX Topco Ltd$1.6M1
208OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.6M1
209Tidal Investments LLC$1.6M1
210PANAGORA ASSET MANAGEMENT INC$1.5M1
211Avanza Fonder AB$1.5M1
212Aurora Investment Counsel$1.5M1
213OP Asset Management Ltd$1.5M1
214NORDEA INVESTMENT MANAGEMENT AB$1.4M1
215BLAIR WILLIAM & CO/IL$1.4M1
216YOUSIF CAPITAL MANAGEMENT, LLC$1.3M1
217Metis Global Partners, LLC$1.3M1
218Advisors Asset Management, Inc.$1.3M1
219Pathstone Holdings, LLC$1.3M1
220Diversified Trust Co$1.3M1
221Patriot Financial Group Insurance Agency, LLC$1.3M1
222Grantham, Mayo, Van Otterloo & Co. LLC$1.3M1
223COMMONWEALTH EQUITY SERVICES, LLC$1.3M1
224Polymer Capital Management (US) LLC$1.2M1
225Summit Trail Advisors, LLC$1.2M1
226M&T BANK CORP$1.2M1
227US BANCORP \DE\$1.2M1
228Generali Asset Management SPA SGR$1.1M1
229BOYAR ASSET MANAGEMENT INC.$1.1M1
230Machina Capital S.A.S.$1.1M1
231Rafferty Asset Management, LLC$1.1M1
232LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.1M1
233OFI INVEST ASSET MANAGEMENT$1.0M1
234Mirador Capital Partners LP$1.0M1
235LGT Group Foundation$1.0M1
236Investment Management Corp of Ontario$1.0M1
237Aviso Financial Inc.$991K1
238Gibbs Wealth Management$975K1
239Rockefeller Capital Management L.P.$970K1
240Sivia Capital Partners, LLC$950K1
241MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$941K1
242Robeco Institutional Asset Management B.V.$918K1
243B. Metzler seel. Sohn & Co. AG$898K1
244iSAM Funds (UK) Ltd$897K1
245Alta Wealth Advisors LLC$892K1
246HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$880K1
247HighTower Advisors, LLC$859K1
248Norinchukin Bank, The$855K1
249MACQUARIE GROUP LTD$847K1
250MIZUHO SECURITIES USA LLC$847K1
251Alesco Advisors, LLC, An ESL Co$828K1
252Merit Financial Group, LLC$803K1
253Wealthfront Advisers LLC$801K1
254HARTFORD INVESTMENT MANAGEMENT CO$795K1
255Focus Partners Advisor Solutions, LLC$786K1
256MITCHELL & PAHL PRIVATE WEALTH, LLC$785K1
257Kintegral Advisory, LLC$780K1
258Mesirow Financial Investment Management, Inc.$772K1
259CITIZENS FINANCIAL GROUP INC/RI$768K1
260CAXTON ASSOCIATES LLP$757K1
261ELEVATION POINT WEALTH PARTNERS, LLC$754K1
262Trail Ridge Investment Advisors, LLC$751K1
263VEGA INVESTMENT SOLUTIONS$716K1
264OMERS ADMINISTRATION Corp$711K1
265Simplify Asset Management Inc.$711K1
266TOKIO MARINE ASSET MANAGEMENT CO LTD$709K1
267FIGURE 8 INVESTMENT STRATEGIES LLC$705K1
268BEACON INVESTMENT ADVISORY SERVICES, INC.$700K1
269Maryland State Retirement & Pension System$694K1
270Magnetar Financial LLC$690K1
271Chicago Partners Investment Group LLC$686K1
272Diametric Capital, LP$663K1
273VARCOV Co.$660K1
274Crossmark Global Holdings, Inc.$645K1
275Candriam S.C.A.$635K1
276WINTON GROUP Ltd$634K1
277Sequoia Financial Advisors, LLC$628K1
278Caprock Group, LLC$603K1
279EP Wealth Advisors, LLC$601K1
280Allspring Global Investments Holdings, LLC$598K1
281MUFG Securities EMEA plc$574K1
282WESTBOURNE INVESTMENTS, INC.$572K1
283ABN AMRO INVESTMENT SOLUTIONS$571K1
284QUADRANT CAPITAL GROUP LLC$561K1
285OPPENHEIMER ASSET MANAGEMENT INC.$551K1
286Snowden Capital Advisors LLC$542K1
287Envestnet Portfolio Solutions, Inc.$530K1
288Bull Harbor Capital LLC$530K1
289WADDELL & ASSOCIATES, LLC$526K1
290MAI Capital Management$510K1
291O'SHAUGHNESSY ASSET MANAGEMENT, LLC$510K1
292HB Wealth Management, LLC$509K1
293KEYBANK NATIONAL ASSOCIATION/OH$509K1
294Baird Financial Group, Inc.$508K1
295Osmosis Investment Management UK Ltd$504K1
296Empowered Funds, LLC$496K1
297Net Worth Advisory Group$494K1
298Impact Capital Partners LLC$493K1
299Fieldview Capital Management, LLC$487K1
300Arax Advisory Partners$486K1
301Empirical Finance, LLC$485K1
302MONETA GROUP INVESTMENT ADVISORS LLC$451K1
303NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$448K1
304NorthCrest Asset Manangement, LLC$440K1
305NORDEN GROUP LLC$438K1
306Bridgewater Associates, LP$437K1
307OneDigital Investment Advisors LLC$436K1
308LVW Advisors, LLC$433K1
309BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$424K1
310Arrowpoint Investment Partners (Singapore) Pte. Ltd.$422K1
311North Dakota State Investment Board$416K1
312SCHRODER INVESTMENT MANAGEMENT GROUP$415K1
313Concentric Capital Strategies, LP$414K1
314Larry Mathis Financial Planning, LLC$412K1
315MIRABELLA FINANCIAL SERVICES LLP$411K1
316Portside Wealth Group, LLC$408K1
317National Pension Service$400K1
318Callan Family Office, LLC$398K1
319GUGGENHEIM CAPITAL LLC$390K1
320Alyeska Investment Group, L.P.$387K1
321MARK SHEPTOFF FINANCIAL PLANNING, LLC$379K1
322SECURIAN ASSET MANAGEMENT, INC$376K1
323Squarepoint Ops LLC$373K1
324Apollon Wealth Management, LLC$370K1
325Abacus Planning Group, Inc.$368K1
326Baker Avenue Asset Management, LP$362K1
327Allworth Financial LP$360K1
328Kera Capital Partners, Inc.$353K1
329E Fund Management Co., Ltd.$351K1
330Alliance Wealth Advisors, LLC /UT$347K1
331EntryPoint Capital, LLC$343K1
332Man Group plc$343K1
333SIGNATUREFD, LLC$336K1
334Bridgewater Advisors Inc.$331K1
3354WEALTH ADVISORS, INC.$327K1
336EVOLVE PRIVATE WEALTH, LLC$326K1
337Waverly Advisors, LLC$326K1
338WEALTH ALLIANCE, LLC$322K1
339Diversify Advisory Services, LLC$321K1
340111 Capital$313K1
341INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$296K1
342Wealthspire Advisors, LLC$294K1
343Tranquilli Financial Advisor LLC$289K1
344NICOLET BANKSHARES INC$289K1
345COLDSTREAM CAPITAL MANAGEMENT INC$287K1
346UNITED CAPITAL FINANCIAL ADVISORS, LLC$285K1
347INTRUST BANK NA$283K1
348Ramirez Asset Management, Inc.$282K1
349Rothschild Wealth LLC$276K1
350Caldwell Trust Co$275K1
351Mattson Financial Services, LLC$271K1
352Brown Financial Advisors$270K1
353Savvy Advisors, Inc.$269K1
354Asset One Wealth Management LLC$265K1
355SAPIENT CAPITAL LLC$257K1
356ASR Vermogensbeheer N.V.$256K1
357SIMPLEX TRADING, LLC$252K1
358Pallas Capital Advisors LLC$251K1
359DAYMARK WEALTH PARTNERS, LLC$251K1
360Lido Advisors, LLC$250K1
361BEESE FULMER INVESTMENT MANAGEMENT, INC.$244K1
362Vontobel Holding Ltd.$244K1
363Frec Markets, Inc.$239K1
364FIRST FINANCIAL BANKSHARES INC$239K1
365NewEdge Advisors, LLC$237K1
366REGIONS FINANCIAL CORP$235K1
367EVERGREEN CAPITAL MANAGEMENT LLC$232K1
368Stratos Wealth Partners, LTD.$231K1
369PATTON FUND MANAGEMENT, INC.$231K1
370Ballentine Partners, LLC$230K1
371MASTERINVEST Kapitalanlage GmbH$228K1
372CM WEALTH ADVISORS LLC$227K1
373Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$227K1
374KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$226K1
375Laird Norton Wetherby Trust Company, LLC$226K1
376Savant Capital, LLC$224K1
377Geneos Wealth Management Inc.$219K1
378Procyon Advisors, LLC$218K1
379Walleye Trading LLC$216K1
380PKO Investment Management Joint-Stock Co$215K1
381TEMA ETFS LLC$213K1
382Portfolio Strategies, Inc.$211K1
383TEACHER RETIREMENT SYSTEM OF TEXAS$211K1
384Heritage Family Offices, LLP$205K1
385Engineers Gate Manager LP$204K1
386Siemens Fonds Invest GmbH$199K1
387Banque Transatlantique SA$176K1
388Atlantic Union Bankshares Corp$157K1
389Tower Research Capital LLC (TRC)$141K1
390Manchester Capital Management LLC$141K1
391Smartleaf Asset Management LLC$135K1
392WESTPAC BANKING CORP$133K1
393Ameritas Investment Partners, Inc.$127K1
394EXCHANGE TRADED CONCEPTS, LLC$123K1
395Avalon Trust Co$122K1
396NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$119K1
397Andra AP-fonden$107K1
398MATHER GROUP, LLC.$106K1
399OSLO PENSJONSFORSIKRING AS$98.5K1
400Blue Trust, Inc.$95.2K1
401Clearstead Advisors, LLC$94.7K1
402Steward Partners Investment Advisory, LLC$87.4K1
403EVERMAY WEALTH MANAGEMENT LLC$86.9K1
404Rialto Wealth Management, LLC$79.7K1
405CONTRAVISORY INVESTMENT MANAGEMENT, INC.$74.9K1
406Aster Capital Management (DIFC) Ltd$74.4K1
407Walleye Capital LLC$72.9K1
408Parkside Financial Bank & Trust$69.9K1
409HM PAYSON & CO$67.9K1
410True Wealth Design, LLC$65.5K1
411FEDERATED HERMES, INC.$58.9K1
412CNB Bank$57.2K1
413Bell Investment Advisors, Inc$55.8K1
414STANCE CAPITAL LLC$42.9K1
415Physician Wealth Advisors, Inc.$41.8K1
416DT Investment Partners, LLC$38.6K1
417Wealth Enhancement Trust Services, Inc.$34.0K1
418Cromwell Holdings LLC$33.4K1
419UMB Bank, n.a.$33.0K1
420Banque Cantonale Vaudoise$31.0K1
421SJS Investment Consulting Inc.$25.8K1
422CENTRAL TRUST Co$25.7K1
423ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$23.7K1
424Activest Wealth Management$22.0K1
425Addison Advisors LLC$21.8K1
426NATIXIS ADVISORS, LLC$21.7K1
427PenderFund Capital Management Ltd.$21.5K1
428Byrne Asset Management LLC$21.5K1
429CVA Family Office, LLC$20.2K1
430Kemnay Advisory Services Inc.$19.9K1
431Transamerica Financial Advisors, LLC$18.1K1
432Destiny Wealth Partners, LLC$16.4K1
433ENTRUST FINANCIAL LLC$16.0K1
434Owl Creek Wealth Partners LLC$15.5K1
435Financial Freedom, LLC$14.4K1
436LOM Asset Management Ltd$14.3K1
437JPL Wealth Management, LLC$14.1K1
438Larson Financial Group LLC$13.3K1
439ARCADIA INVESTMENT MANAGEMENT CORP/MI$10.0K1
440Financial Network Wealth Advisors LLC$8.0K1
441JONES FINANCIAL COMPANIES LLLP$7.8K1
442Pinnacle Wealth Planning Services, Inc.$7.7K1
443Salomon & Ludwin, LLC$7.5K1
444Founders Capital Management$7.2K1
445WPG Advisers, LLC$6.9K1
446JFS WEALTH ADVISORS, LLC$6.4K1
447Treasurer of the State of North Carolina$6.0K1
448KBC Group NV$5.9K1
449Keating Financial Advisory Services, Inc.$5.5K1
450Mn Services Vermogensbeheer B.V.$5.4K1
451Annis Gardner Whiting Capital Advisors, LLC$5.0K1
452Pacific Center for Financial Services$4.9K1
453Sachetta, LLC$4.4K1
454WOLFF WIESE MAGANA LLC$4.3K1
455MV CAPITAL MANAGEMENT, INC.$4.0K1
456Johnson Financial Group, Inc.$3.8K1
457Prestige Wealth Management Group LLC$3.6K1
458THRIVENT FINANCIAL FOR LUTHERANS$3.6K1
459Sapience Investments, LLC$3.0K1
460Abound Wealth Management$2.9K1
461DekaBank Deutsche Girozentrale$2.6K1
462ELEVATION WEALTH PARTNERS, LLC$2.4K1
463SUMMIT SECURITIES GROUP LLC$2.3K1
464Raleigh Capital Management Inc.$2.1K1
465Marquette Asset Management, LLC$2.1K1
466State of Alaska, Department of Revenue$1.8K1
467DiNuzzo Private Wealth, Inc.$1.7K1
468Spire Wealth Management$1.2K1
469Private Wealth Management Group, LLC$1.2K1
470AMICA MUTUAL INSURANCE CO$1.1K1
471PARK AVENUE SECURITIES LLC$1.1K1
472Corsicana & Co.$1.0K1
473Quaker Wealth Management, LLC$1.0K1
474Clayton Financial Group LLC$9301
475HRT FINANCIAL LP$8771
476SouthState Bank Corp$8581
477Vermillion Wealth Management, Inc.$7151
478Burk Holdings LLC$6441
479BROWN, LISLE/CUMMINGS, INC.$5721
480Westside Investment Management, Inc.$5721
481N.E.W. Advisory Services LLC$5721
482HFM Investment Advisors, LLC$5721
483Breakwater Investment Management$5011
484Clark Wealth Partners$5011
485Cassaday & Co Wealth Management LLC$3581
486Redwood Park Advisors LLC$3581
487Kilter Group LLC$3581
488Portus Wealth Advisors, LLC$3581
489Investors Portfolio Services LLC$3561
490Stone House Investment Management, LLC$2861
491SHP Wealth Management$2861
492Vestcor Inc$2791
493Claret Asset Management Corp$2301
494Seneschal Advisors, LLC$2151
495Sunrise Financial Services, LLC$2151
496CX Institutional$1971
497Employees Retirement System of Texas$1611
498American Capital Advisory, LLC$1431
499South Dakota Investment Council$721
500Smithfield Trust Co$61
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)4 buy / 0 sell
Congress net ($ bound)$4.0K to $60.0K
Filers net (actions)not in build
Filers net ($ 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 COO

RETAINED WINDOW · ACTIVE HITS
Signal hits naming COO
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit
COMMITTEEa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied1 hit

Every rule, with its definition →

Planned modules for COO · financials and macro

Financials — as filed PLANNED

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