Public record / Tickers / CR

CR — Crane Co

Both disclosure regimes on one name: who in Congress filed about CR, 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
19
all PTR rows naming CR
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
12-08
filed 2022-12-08
13F holders
498
top-498 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

Kelly Loeffler · $100K–$250K

Sale · traded 2020-04-07 → filed 2020-05-01. Ranked over every CR row by the provable lower bound, never a point estimate.

No member disclosed CR 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.

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

No dated CR rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CR
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2022-12-08Kevin Hern R–OK-1Sale · JT (jointly owned)Traded 11-21 +17d$1K–$15K
2021-12-09Kevin Hern R–OK-1Purchase · JT (jointly owned)Traded 11-26 +13d$15K–$50K
2020-08-15Kevin Hern R–OK-1Purchase · JT (jointly owned)Traded 07-27 +19d$1K–$15K
2020-05-01Kelly Loeffler R–GAPurchase · SP (spouse-owned)Traded 04-07 +24d$15K–$50K
2020-05-01Kelly Loeffler R–GAPurchase · SP (spouse-owned)Traded 04-07 +24d$50K–$100K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 19 ↗

Members active in CR

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

No member disclosed CR in the trailing 12 months.

Congress ↔ notable managers · CR

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
0 $0 held

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

Merged timeline of congressional filings and notable-manager moves on CR
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+50,149 sh
2026-05-15Bridgewater Associates 13Fadd+82,730 sh
2026-05-15Moore Capital Management 13Fnew+70,531 sh
2026-05-14Caxton Associates 13Fnew+3,844 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 CR for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$823M1
2Capital World Investors$409M1
3VANGUARD CAPITAL MANAGEMENT LLC$376M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$359M1
5FMR LLC$357M1
6STATE STREET CORP$254M1
7Capital International Investors$184M1
8AQR CAPITAL MANAGEMENT LLC$161M1
9GEODE CAPITAL MANAGEMENT, LLC$158M1
10DIMENSIONAL FUND ADVISORS LP$145M1
11Select Equity Group, L.P.$105M1
12MORGAN STANLEY$101M1
13Artemis Investment Management LLP$92.9M1
14MILLENNIUM MANAGEMENT LLC$82.8M1
15UBS Group AG$81.0M1
16PRINCIPAL FINANCIAL GROUP INC$75.6M1
17PRUDENTIAL FINANCIAL INC$74.3M1
18Point72 Asset Management, L.P.$73.5M1
19Invesco Ltd.$72.8M1
20Nuveen, LLC$72.5M1
21MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$72.5M1
22NORTHERN TRUST CORP$71.6M1
23ALLIANCEBERNSTEIN L.P.$68.0M1
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC$67.2M1
25Freestone Grove Partners LP$65.3M1
26Janus Henderson Group Ltd.$61.8M1
27One Madison Group LLC$61.5M1
28FRANKLIN RESOURCES INC$56.0M1
29AMERICAN CENTURY COMPANIES INC$52.6M1
30VANGUARD FIDUCIARY TRUST CO$52.0M1
31BANK OF AMERICA CORP /DE/$47.1M1
32Qube Research & Technologies Ltd$46.7M1
33MANUFACTURERS LIFE INSURANCE COMPANY, THE$45.0M1
34FEDERATED HERMES, INC.$42.5M1
35MASSACHUSETTS FINANCIAL SERVICES CO /MA/$35.5M1
36HAWK RIDGE CAPITAL MANAGEMENT LP$35.2M1
37FIRST TRUST ADVISORS LP$34.5M1
38Ceredex Value Advisors LLC$34.1M1
39RENAISSANCE TECHNOLOGIES LLC$27.6M1
40Waratah Capital Advisors Ltd.$27.6M1
41J. Goldman & Co LP$26.4M1
42FULLER & THALER ASSET MANAGEMENT, INC.$23.8M1
43FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$23.7M1
44RAYMOND JAMES FINANCIAL INC$23.2M1
45Assenagon Asset Management S.A.$23.2M1
46Gotham Asset Management, LLC$22.6M1
47SCOPUS ASSET MANAGEMENT, L.P.$21.6M1
48TEACHER RETIREMENT SYSTEM OF TEXAS$19.9M1
49Retirement Systems of Alabama$19.8M1
50Verition Fund Management LLC$19.6M1
51Congruence Capital, LLC$19.5M1
52UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$18.6M1
53Bridgewater Associates, LP$17.7M1
54Capital Research Global Investors$17.6M1
55PANAGORA ASSET MANAGEMENT INC$16.6M1
56Swiss National Bank$16.6M1
57WELLS FARGO & COMPANY/MN$15.9M1
58CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$15.8M1
59Allspring Global Investments Holdings, LLC$15.7M1
60ENVESTNET ASSET MANAGEMENT INC$15.0M1
61Zimmer Partners, LP$14.5M1
62CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$14.4M1
63MARSHALL WACE, LLP$12.7M1
64BALYASNY ASSET MANAGEMENT L.P.$12.1M1
65MOORE CAPITAL MANAGEMENT, LP$12.1M1
66CITADEL ADVISORS LLC$11.7M1
67Legal & General Group Plc$11.6M1
68HSBC HOLDINGS PLC$11.5M1
69Creative Planning$10.9M1
70KINGDON CAPITAL MANAGEMENT, L.L.C.$10.3M1
71CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$10.0M1
72Man Group plc$9.4M1
73Y-Intercept (Hong Kong) Ltd$9.3M1
74AXIOM INVESTORS LLC /DE$9.3M1
75Channing Capital Management, LLC$9.1M1
76Clark Capital Management Group, Inc.$9.0M1
77MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.9M1
78CIBC Bancorp USA Inc.$8.8M1
79Venture Visionary Partners LLC$8.8M1
80Arrow Capital Management, LLC$8.8M1
81Trexquant Investment LP$8.8M1
82TOCQUEVILLE ASSET MANAGEMENT L.P.$8.6M1
83STATE OF WISCONSIN INVESTMENT BOARD$8.5M1
84OSAIC HOLDINGS, INC.$8.2M1
85STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$7.9M1
86Quantinno Capital Management LP$7.8M1
87Jain Global LLC$7.3M1
88Amundi$6.9M1
89Hudson Bay Capital Management LP$6.9M1
90SEI INVESTMENTS CO$6.6M1
91TWO SIGMA INVESTMENTS, LP$6.6M1
92Mariner, LLC$6.5M1
93Corient Private Wealth LLC$6.5M1
94Russell Investments Group, Ltd.$6.3M1
95VANGUARD ASSET MANAGEMENT, Ltd$6.3M1
96BRANT POINT INVESTMENT MANAGEMENT LLC$6.2M1
97HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$6.2M1
98LPL Financial LLC$6.1M1
99BANK OF NOVA SCOTIA$6.0M1
100Universal- Beteiligungs- und Servicegesellschaft mbH$6.0M1
101JONES FINANCIAL COMPANIES LLLP$5.7M1
102JANE STREET GROUP, LLC$5.6M1
103TRUIST FINANCIAL CORP$5.5M1
104IEQ CAPITAL, LLC$5.5M1
105EASTERN BANK$5.4M1
106Nicholas Investment Partners, LP$5.3M1
107GRIFFIN ASSET MANAGEMENT, INC.$5.2M1
108NEW YORK STATE COMMON RETIREMENT FUND$5.2M1
109Cerity Partners LLC$5.2M1
110Cinctive Capital Management LP$4.9M1
111CITIGROUP INC$4.8M1
112ALPS ADVISORS INC$4.4M1
113TWINBEECH CAPITAL LP$4.3M1
114LOS ANGELES CAPITAL MANAGEMENT LLC$4.2M1
115WORLDQUANT MILLENNIUM ADVISORS LLC$4.2M1
116Allianz Asset Management GmbH$4.2M1
117CREDIT AGRICOLE S A$4.0M1
118JACOBS LEVY EQUITY MANAGEMENT, INC$3.9M1
119SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$3.8M1
120Advisors Asset Management, Inc.$3.7M1
121Zurcher Kantonalbank (Zurich Cantonalbank)$3.6M1
122EFG International AG$3.6M1
123Walleye Capital LLC$3.6M1
124Rockefeller Capital Management L.P.$3.6M1
125Vanguard Global Advisers, LLC$3.3M1
126ROYAL BANK OF CANADA$3.2M1
127FIFTH THIRD BANCORP$3.2M1
128Jefferies Financial Group Inc.$3.1M1
129Oak Thistle LLC$3.1M1
130Baird Financial Group, Inc.$2.9M1
131Holocene Advisors, LP$2.9M1
132State of New Jersey Common Pension Fund D$2.6M1
133XTX Topco Ltd$2.6M1
134O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.6M1
135CWM, LLC$2.5M1
136STIFEL FINANCIAL CORP$2.4M1
137Weiss Asset Management LP$2.3M1
138WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.3M1
139Central Pacific Bank - Trust Division$2.3M1
140Capital International Sarl$2.3M1
141D. E. Shaw & Co., Inc.$2.3M1
142Arizona State Retirement System$2.3M1
143MERCER GLOBAL ADVISORS INC /ADV$2.3M1
144Susquehanna Portfolio Strategies, LLC$2.2M1
145US BANCORP \DE\$2.2M1
146Radnor Capital Management, LLC$2.2M1
147Cetera Investment Advisers$2.2M1
148Vanguard Investments Australia, Ltd.$2.2M1
149Charter Oak Advisors LP$2.1M1
150COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.1M1
151BROWN ADVISORY INC$2.1M1
152CANADA PENSION PLAN INVESTMENT BOARD$2.1M1
153SummitTX Capital, L.P.$2.0M1
154PEAK6 LLC$2.0M1
155NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$2.0M1
156WOLVERINE ASSET MANAGEMENT LLC$1.9M1
157NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.9M1
158KLP KAPITALFORVALTNING AS$1.8M1
159LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.8M1
160AXQ CAPITAL, LP$1.8M1
161OPPENHEIMER ASSET MANAGEMENT INC.$1.7M1
162OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.7M1
163Schonfeld Strategic Advisors LLC$1.7M1
164DEUTSCHE BANK AG\$1.7M1
165Brevan Howard Capital Management LP$1.6M1
166Vest Financial, LLC$1.6M1
167Capital International, Inc./CA/$1.6M1
168SageGuard Financial Group, LLC$1.6M1
169Aquatic Capital Management LLC$1.6M1
170Engineers Gate Manager LP$1.6M1
171Twelve Points Wealth Management LLC$1.5M1
172ING GROEP NV$1.5M1
173DRW Securities, LLC$1.4M1
174Pinnacle Financial Partners, Inc.$1.4M1
175Vanguard Personalized Indexing Management, LLC$1.3M1
176M&T BANK CORP$1.3M1
177Pictet Asset Management Holding SA$1.3M1
178Pathstone Holdings, LLC$1.3M1
179OSTRUM ASSET MANAGEMENT$1.3M1
180MONTAG A & ASSOCIATES INC$1.2M1
181RITHOLTZ WEALTH MANAGEMENT$1.2M1
182S&T BANK/PA$1.2M1
183Private Advisor Group, LLC$1.2M1
184Sanctuary Advisors, LLC$1.2M1
185Ensign Peak Advisors, Inc$1.2M1
186Focus Partners Wealth$1.2M1
187BANK OF MONTREAL /CAN/$1.1M1
188Graham Capital Management, L.P.$1.1M1
189CAPITAL INTERNATIONAL LTD /CA/$1.1M1
190NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.0M1
191HighTower Advisors, LLC$1.0M1
192Steward Partners Investment Advisory, LLC$1.0M1
193XPONANCE LLC$1.0M1
194Campbell & CO Investment Adviser LLC$973K1
195Aster Capital Management (DIFC) Ltd$961K1
196Twin Tree Management, LP$937K1
197First City Capital Management, Inc.$883K1
198Sivia Capital Partners, LLC$882K1
199NATIXIS$876K1
200AIGEN INVESTMENT MANAGEMENT, LP$874K1
201Bain Capital Public Equity, LP$850K1
202LECAP ASSET MANAGEMENT LTD$850K1
203FAYEZ SAROFIM & CO$846K1
204Independent Advisor Alliance$841K1
205Fractal Investments LLC$838K1
206PINNACLE ASSOCIATES LTD$814K1
207DIVERSIFY WEALTH MANAGEMENT, LLC$813K1
208BAILARD, INC.$806K1
209DLK Investment Management, LLC$796K1
210Summit Trail Advisors, LLC$793K1
211SUSQUEHANNA INTERNATIONAL GROUP, LLP$792K1
212&PARTNERS$765K1
213Crossmark Global Holdings, Inc.$762K1
214KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$758K1
215ENTERPRISE FINANCIAL SERVICES CORP$756K1
216INTECH INVESTMENT MANAGEMENT LLC$738K1
217VOYA INVESTMENT MANAGEMENT LLC$733K1
218NORDEN GROUP LLC$726K1
219QUADRANT CAPITAL GROUP LLC$717K1
220Integrated Wealth Concepts LLC$712K1
221Resonant Capital Advisors, LLC$709K1
222COMMONWEALTH EQUITY SERVICES, LLC$705K1
223Rehmann Capital Advisory Group$702K1
224Pitcairn Wealth Advisors LLC$697K1
225Dynamic Technology Lab Private Ltd$694K1
226Merit Financial Group, LLC$689K1
227INTRUST BANK NA$686K1
228COLDSTREAM CAPITAL MANAGEMENT INC$665K1
229Retirement Planning Group, LLC$663K1
230CAXTON ASSOCIATES LLP$657K1
231JB Capital LLC$639K1
232South Shore Capital Advisors$635K1
233NewEdge Advisors, LLC$615K1
234Orion Porfolio Solutions, LLC$613K1
235Inspire Advisors, LLC$610K1
236SECURIAN ASSET MANAGEMENT, INC$609K1
237FOX RUN MANAGEMENT, L.L.C.$597K1
238Leonteq Securities AG$594K1
239RICE HALL JAMES & ASSOCIATES, LLC$594K1
240STEPHENS INC /AR/$582K1
241Busey Bank$581K1
242JOHNSON INVESTMENT COUNSEL INC$578K1
243HB Wealth Management, LLC$569K1
244Cresset Asset Management, LLC$543K1
245TigerOak Management, L.L.C.$540K1
246MML INVESTORS SERVICES, LLC$537K1
247Lido Advisors, LLC$535K1
248Swiss Life Asset Management Ltd$529K1
249BOOTHBAY FUND MANAGEMENT, LLC$523K1
250MAI Capital Management$515K1
251Vestmark Advisory Solutions, Inc.$514K1
252Federation des caisses Desjardins du Quebec$508K1
253KESTRA PRIVATE WEALTH SERVICES, LLC$504K1
254TritonPoint Partners, LLC$491K1
255NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$487K1
256Focus Partners Advisor Solutions, LLC$485K1
257DONALDSON CAPITAL MANAGEMENT, LLC$481K1
258EntryPoint Capital, LLC$473K1
259Kooman & Associates$463K1
260DnB Asset Management AS$450K1
261Inspire Investing, LLC$449K1
262Utah Retirement Systems$445K1
263Concentric Capital Strategies, LP$434K1
264Marex Group Ltd$428K1
265Tidal Investments LLC$422K1
266Themes Management Co LLC$420K1
267Sigma Planning Corp$420K1
268Machina Capital S.A.S.$419K1
269BROWN BROTHERS HARRIMAN & CO$418K1
270BLAIR WILLIAM & CO/IL$410K1
271ELEVATION POINT WEALTH PARTNERS, LLC$408K1
272Simmons Bank$404K1
273BRAVE ASSET MANAGEMENT INC$403K1
274OpenArc Corporate Advisory, LLC$398K1
275Vident Advisory, LLC$396K1
276Maryland State Retirement & Pension System$391K1
277Legacy Wealth Asset Management, LLC$390K1
278Asset Management One Co., Ltd.$384K1
279AE Wealth Management LLC$383K1
280Connor, Clark & Lunn Investment Management Ltd.$378K1
281EP Wealth Advisors, LLC$373K1
282Chesley Taft & Associates LLC$369K1
283INCEPTIONR LLC$365K1
284Dundas Partners LLP$363K1
285Cadent Capital Advisors, LLC$361K1
286Capital Group Private Client Services, Inc.$353K1
287Tower Research Capital LLC (TRC)$347K1
288Impact Capital Partners LLC$341K1
289Y.D. More Investments Ltd$340K1
290ProShare Advisors LLC$336K1
291Shay Capital LLC$333K1
292Goelzer Investment Management, Inc.$333K1
293Atria Investments, Inc$329K1
294QRG CAPITAL MANAGEMENT, INC.$322K1
295OCCUDO QUANTITATIVE STRATEGIES LP$311K1
296Argyle Capital Management, LLC$310K1
297InTrack Investment Management Inc$308K1
298Parcion Private Wealth LLC$307K1
299CIBC Asset Management Inc$303K1
300Tyche Wealth Partners LLC$298K1
301Argent Trust Co$298K1
302SHAKER INVESTMENTS LLC/OH$297K1
303Olympiad Research LP$285K1
304DAYMARK WEALTH PARTNERS, LLC$284K1
305PRELUDE CAPITAL MANAGEMENT, LLC$284K1
306SHELTON CAPITAL MANAGEMENT$276K1
307Portside Wealth Group, LLC$274K1
308Bull Harbor Capital LLC$269K1
309Curi Capital, LLC$268K1
310WealthSpring Partners, LLC$260K1
311SkyOak Wealth, LLC$257K1
312Allworth Financial LP$250K1
313Sequoia Financial Advisors, LLC$246K1
314Allegheny Financial Group$246K1
315Wedmont Private Capital$246K1
316North Dakota State Investment Board$246K1
317Advisors Capital Management, LLC$244K1
318Naviter Wealth, LLC$242K1
319Capital Group Investment Management Pte. Ltd.$239K1
320ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$235K1
321CIBC WORLD MARKET INC.$234K1
322Pallas Capital Advisors LLC$233K1
323Sage Capital Management, LLC$231K1
324CPC Advisors, LLC$228K1
325MGO ONE SEVEN LLC$227K1
326OSTERWEIS CAPITAL MANAGEMENT INC$227K1
327Laird Norton Wetherby Trust Company, LLC$223K1
328BEESE FULMER INVESTMENT MANAGEMENT, INC.$222K1
329Krilogy Financial LLC$215K1
330DAVENPORT & Co LLC$214K1
331Kestra Advisory Services, LLC$210K1
332JOURNEY STRATEGIC WEALTH LLC$209K1
333State of Wyoming$206K1
334UNITED CAPITAL FINANCIAL ADVISORS, LLC$204K1
335SIGNATUREFD, LLC$197K1
336BNP Paribas Asset Management Holding S.A.$167K1
337Oakworth Capital, Inc.$153K1
338EXCHANGE TRADED CONCEPTS, LLC$152K1
339Eurizon Capital SGR S.p.A.$117K1
340UMB Bank, n.a.$115K1
341Quarry LP$110K1
342MCGUIRE CAPITAL ADVISORS INC$106K1
343New England Capital Financial Advisors LLC$97.0K1
344Smartleaf Asset Management LLC$91.4K1
345Bayforest Capital Ltd$87.4K1
346Wilmington Savings Fund Society, FSB$85.5K1
347MATHER GROUP, LLC.$79.0K1
348Truvestments Capital LLC$78.6K1
349HUNTINGTON NATIONAL BANK$66.4K1
350Medallion Wealth Advisors, LLC$62.9K1
351TD PRIVATE CLIENT WEALTH LLC$57.3K1
352SALEM INVESTMENT COUNSELORS INC$51.3K1
353JFS WEALTH ADVISORS, LLC$41.6K1
354NOMURA ASSET MANAGEMENT CO LTD$39.3K1
355Blue Trust, Inc.$39.3K1
356ASSETMARK, INC$34.5K1
357FINANCIAL CONSULATE, INC$34.2K1
358Wealth Preservation Advisors, LLC$33.9K1
359GHP Investment Advisors, Inc.$33.7K1
360Measured Wealth Private Client Group, LLC$32.0K1
361Cetera Trust Company, N.A$23.6K1
362Golden State Wealth Management, LLC$21.4K1
363Parkside Financial Bank & Trust$17.3K1
364Spire Wealth Management$16.4K1
365True Wealth Design, LLC$16.1K1
366TOMPKINS FINANCIAL CORP$15.4K1
367Keating Financial Advisory Services, Inc.$15.4K1
368SJS Investment Consulting Inc.$13.7K1
369Pacific Center for Financial Services$13.5K1
370Activest Wealth Management$13.0K1
371WPG Advisers, LLC$12.3K1
372Larson Financial Group LLC$11.3K1
373Avalon Global Asset Management LLC$11.1K1
374Mitsubishi UFJ Asset Management Co., Ltd.$11.1K1
375NEW YORK STATE TEACHERS RETIREMENT SYSTEM$10.7K1
376CVA Family Office, LLC$9.4K1
377DT Investment Partners, LLC$8.9K1
378TD Waterhouse Canada Inc.$8.6K1
379FARMERS & MERCHANTS INVESTMENTS INC$7.4K1
380MidFirst Bank$7.2K1
381VAN ECK ASSOCIATES CORP$7.1K1
382Bell Investment Advisors, Inc$6.3K1
383CENTRAL TRUST Co$6.2K1
384Vermillion Wealth Management, Inc.$4.3K1
385Sachetta, LLC$3.9K1
386Treasurer of the State of North Carolina$3.6K1
387Owl Creek Wealth Partners LLC$3.6K1
388JPL Wealth Management, LLC$3.4K1
389Elequin Capital, LP$3.1K1
390HM PAYSON & CO$2.9K1
391ALBION FINANCIAL GROUP /UT$2.7K1
392THRIVENT FINANCIAL FOR LUTHERANS$2.6K1
393WEBSTER BANK, N. A.$2.1K1
394Pinnacle Wealth Planning Services, Inc.$1.9K1
395Cromwell Holdings LLC$1.7K1
396Sunrise Financial Services, LLC$1.7K1
397Caitong International Asset Management Co., Ltd$1.5K1
398Rialto Wealth Management, LLC$1.5K1
399Transamerica Financial Advisors, LLC$1.2K1
400TEALWOOD ASSET MANAGEMENT INC$1.2K1
401South Dakota Investment Council$1.1K1
402SHP Wealth Management$1.0K1
403Janney Montgomery Scott LLC$9951
404PARK AVENUE SECURITIES LLC$9411
405Prestige Wealth Management Group LLC$8551
406State of Alaska, Department of Revenue$8411
407DekaBank Deutsche Girozentrale$7951
408GSA CAPITAL PARTNERS LLP$7471
409Cambridge Investment Research Advisors, Inc.$6811
410Rakuten Securities, Inc.$5131
411American Capital Advisory, LLC$5131
412Bollard Group LLC$4271
413ALGERT GLOBAL LLC$4001
414DiNuzzo Private Wealth, Inc.$3661
415Quaker Wealth Management, LLC$3421
416HFM Investment Advisors, LLC$3421
417KBC Group NV$2721
418Signature Equity Partners, LLC$1791
419Vestcor Inc$1731
420MV CAPITAL MANAGEMENT, INC.$1711
421TFC Financial Management, Inc.$1711
422ACADIAN ASSET MANAGEMENT LLC$881
423First PREMIER Bank$511
424Capital Advisors, Ltd. LLC$21
425PRINCIPAL SECURITIES, INC.$01
426VANGUARD GROUP INC$01
427DANSKE BANK A/S$01
428HARBOUR INVESTMENTS, INC.$01
429OPPENHEIMER & CO INC$01
430COMERICA BANK$01
431NATIONAL BANK OF CANADA /FI/$01
432GROUP ONE TRADING LLC$01
433VIRGINIA RETIREMENT SYSTEMS ET Al$01
434TD ASSET MANAGEMENT INC$01
435CIBC WORLD MARKETS CORP$01
436CHESAPEAKE CAPITAL CORP /IL/$01
437CASTLEARK MANAGEMENT LLC$01
438ADAGE CAPITAL PARTNERS GP, L.L.C.$01
439EVERGREEN CAPITAL MANAGEMENT LLC$01
440CIBC Private Wealth Group LLC$01
441Covenant Partners, LLC$01
442NORGES BANK$01
443CAPSTONE INVESTMENT ADVISORS, LLC$01
444Welch Group, LLC$01
445Alyeska Investment Group, L.P.$01
446HRT FINANCIAL LP$01
447TWO SIGMA ADVISERS, LP$01
448Voleon Capital Management LP$01
449TD Capital Management LLC$01
450Meiji Yasuda Asset Management Co Ltd.$01
451Edgestream Partners, L.P.$01
452VOLORIDGE INVESTMENT MANAGEMENT, LLC$01
453Chicago Partners Investment Group LLC$01
454Camelot Portfolios, LLC$01
455Janney Capital Management LLC$01
456Perigon Wealth Management, LLC$01
457East Coast Asset Management, LLC.$01
458Battery Global Advisors, LLC$01
459Bellecapital International Ltd.$01
460Lighthouse Investment Partners, LLC$01
461HighPoint Advisor Group LLC$01
462NorthRock Partners, LLC$01
463Squarepoint Ops LLC$01
464Coastal Bridge Advisors, LLC$01
465CHOREO, LLC$01
466OneDigital Investment Advisors LLC$01
467FLAGSHIP HARBOR ADVISORS, LLC$01
468Diametric Capital, LP$01
469Verdence Capital Advisors LLC$01
470DV Trading LLC$01
471Bridgefront Capital, LLC$01
472Global Retirement Partners, LLC$01
473MQS Management LLC$01
474Bain Capital Public Equity Management II, LLC$01
475Matrix Trust Co$01
476Avion Wealth$01
477CBIZ Investment Advisory Services, LLC$01
478Jump Financial, LLC$01
479DARK FOREST CAPITAL MANAGEMENT LP$01
480Caerus Investment Advisors, LLC$01
481AlphaQuest LLC$01
482NorthCrest Asset Manangement, LLC$01
483R Squared Ltd$01
484PharVision Advisers, LLC$01
485Forum Financial Management, LP$01
486SageView Advisory Group, LLC$01
487iSAM Funds (UK) Ltd$01
488Dunhill Financial, LLC$01
489Envestnet Portfolio Solutions, Inc.$01
490Diversify Advisory Services, LLC$01
491Fieldview Capital Management, LLC$01
492Wealth Watch Advisors, INC$01
493Taproot Management LP$01
494Pursuit Wealth Management LLC$01
495Fideuram Asset Management (Ireland) dac$01
496EVOLVE PRIVATE WEALTH, LLC$01
497Quattro Advisors LLC$01
498Phillip James Consulting Co.$01
Truncated by Public Filings. The published aggregate ranks the top 498 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 CR

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for CR · financials and macro

Financials — as filed PLANNED

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