Public record / Tickers / CRL

CRL — CHARLES RIVER LABORATORIES INTERNATIONAL, INC.

Both disclosure regimes on one name: who in Congress filed about CRL, 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
20
all PTR rows naming CRL
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
06-22
filed 2025-06-22
13F holders
473
top-473 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

Jefferson Shreve · $15.0K–$50.0K

Sale · traded 2025-05-12 → filed 2025-06-22. Ranked over every CRL row by the provable lower bound, never a point estimate.

No member disclosed CRL 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

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 CRL · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CRL
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-06-22Jefferson Shreve R–IN-6SaleTraded 05-12 +41d$15K–$50K
2025-06-22Jefferson Shreve R–IN-6PurchaseTraded 05-08 +45d$15K–$50K
2025-05-31Robert P. Bresnahan, Jr. R–PA-8SaleTraded 05-15 +16d$1K–$15K
2025-05-08Robert P. Bresnahan, Jr. R–PA-8PurchaseTraded 04-08 +30d$15K–$50K
2025-02-12Julie Johnson D–TX-32Purchase · JT (jointly owned)Traded 01-15 +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 20 ↗

Members active in CRL

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

No member disclosed CRL in the trailing 12 months.

Congress ↔ notable managers · CRL

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

new + add vs trim + exit, by shares · $ = reported value now, not the change · CHARLES RIV LABS INTL INC

Merged timeline of congressional filings and notable-manager moves on CRL
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+68,986 sh
2026-05-15Moore Capital Management 13Fadd+32,331 sh
2026-05-15Bridgewater Associates 13Ftrim−15,219 sh
2026-05-15Soros Fund Management 13Fexit−6,778 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 CRL for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$666M1
2FMR LLC$596M1
3VANGUARD CAPITAL MANAGEMENT LLC$552M1
4Invesco Ltd.$414M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$396M1
6HARRIS ASSOCIATES L P$371M1
7Allspring Global Investments Holdings, LLC$349M1
8STATE STREET CORP$323M1
9DIMENSIONAL FUND ADVISORS LP$285M1
10WELLINGTON MANAGEMENT GROUP LLP$281M1
11ARIEL INVESTMENTS, LLC$249M1
12CITADEL ADVISORS LLC$209M1
13BANK OF AMERICA CORP /DE/$196M1
14EARNEST PARTNERS LLC$168M1
15MILLENNIUM MANAGEMENT LLC$161M1
16MASSACHUSETTS FINANCIAL SERVICES CO /MA/$159M1
17MORGAN STANLEY$142M1
18Amundi$133M1
19SEI INVESTMENTS CO$131M1
20VICTORY CAPITAL MANAGEMENT INC$128M1
21ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$127M1
22UBS Group AG$126M1
23MACKENZIE FINANCIAL CORP$103M1
24Alyeska Investment Group, L.P.$96.4M1
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC$80.9M1
26BANK OF MONTREAL /CAN/$76.9M1
27NORTHERN TRUST CORP$76.8M1
28Meridiem Capital Partners LP$62.5M1
29Gotham Asset Management, LLC$61.8M1
30ALLIANCEBERNSTEIN L.P.$60.2M1
31VANGUARD FIDUCIARY TRUST CO$47.8M1
32DEUTSCHE BANK AG\$47.5M1
33PRIMECAP MANAGEMENT CO/CA/$46.0M1
34ADAGE CAPITAL PARTNERS GP, L.L.C.$44.2M1
35BARCLAYS PLC$40.5M1
36Quantinno Capital Management LP$39.2M1
37UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$37.8M1
38MACQUARIE GROUP LTD$34.8M1
39Ilex Capital Partners (UK) LLP$33.9M1
40RAYMOND JAMES FINANCIAL INC$33.4M1
41D. E. Shaw & Co., Inc.$33.4M1
42Nuveen, LLC$23.1M1
43FEDERATED HERMES, INC.$22.3M1
44FRANKLIN RESOURCES INC$20.8M1
45Aberdeen Group plc$19.6M1
46Vanguard Global Advisers, LLC$17.9M1
47ROYAL BANK OF CANADA$17.3M1
48Aristotle Capital Boston, LLC$16.8M1
49Swiss National Bank$16.8M1
50Legal & General Group Plc$16.7M1
51PICTON MAHONEY ASSET MANAGEMENT$16.5M1
52Engineers Gate Manager LP$16.2M1
53CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$15.3M1
54Clark Capital Management Group, Inc.$14.9M1
55Candriam S.C.A.$14.9M1
56ENVESTNET ASSET MANAGEMENT INC$14.4M1
57CITIGROUP INC$14.0M1
58WELLS FARGO & COMPANY/MN$13.8M1
59HSBC HOLDINGS PLC$12.0M1
60LAKEWOOD CAPITAL MANAGEMENT, LP$11.9M1
61AQR CAPITAL MANAGEMENT LLC$11.8M1
62Mitsubishi UFJ Asset Management Co., Ltd.$11.0M1
63PRINCIPAL FINANCIAL GROUP INC$9.7M1
64KING LUTHER CAPITAL MANAGEMENT CORP$9.5M1
65Connor, Clark & Lunn Investment Management Ltd.$9.4M1
66OMERS ADMINISTRATION Corp$9.4M1
67PUBLIC SECTOR PENSION INVESTMENT BOARD$9.3M1
68NORDEA INVESTMENT MANAGEMENT AB$9.2M1
69Schonfeld Strategic Advisors LLC$9.1M1
70ASSETMARK, INC$9.0M1
71FRONTIER CAPITAL MANAGEMENT CO LLC$8.3M1
72Universal- Beteiligungs- und Servicegesellschaft mbH$8.2M1
73TORONTO DOMINION BANK$8.1M1
74VANGUARD ASSET MANAGEMENT, Ltd$7.8M1
75Park West Asset Management LLC$7.7M1
76FIL Ltd$7.7M1
77MANUFACTURERS LIFE INSURANCE COMPANY, THE$7.5M1
78MOORE CAPITAL MANAGEMENT, LP$7.5M1
79STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$7.2M1
80CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$7.0M1
81CASTLEARK MANAGEMENT LLC$6.8M1
82STATE OF WISCONSIN INVESTMENT BOARD$6.5M1
83PRUDENTIAL FINANCIAL INC$6.5M1
84J.P. Marvel Investment Advisors, LLC$6.4M1
85Longaeva Partners L.P.$6.3M1
86Walleye Trading LLC$5.5M1
87Midwest Trust Co$4.6M1
88JOHNSON INVESTMENT COUNSEL INC$4.6M1
89CIBC Bancorp USA Inc.$4.6M1
90Sendero Wealth Management, LLC$4.5M1
91LPL Financial LLC$4.5M1
92Rhenman & Partners Asset Management AB$4.5M1
9313D Management LLC$4.5M1
94Chevy Chase Trust Holdings, LLC$4.2M1
95INVESTMENT HOUSE LLC$4.1M1
96LAZARD ASSET MANAGEMENT LLC$3.9M1
97Assenagon Asset Management S.A.$3.8M1
98Janus Henderson Group Ltd.$3.8M1
99TD ASSET MANAGEMENT INC$3.7M1
100TWO SIGMA INVESTMENTS, LP$3.6M1
101OPPENHEIMER ASSET MANAGEMENT INC.$3.4M1
102BANK OF NOVA SCOTIA$3.4M1
103PDT Partners, LLC$3.3M1
104SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.3M1
105Verition Fund Management LLC$3.1M1
106NATIONAL BANK OF CANADA /FI/$3.1M1
107FIFTH THIRD BANCORP$3.1M1
108Corient Private Wealth LLC$3.0M1
109CM Management, LLC$3.0M1
110State of New Jersey Common Pension Fund D$3.0M1
111Zurcher Kantonalbank (Zurich Cantonalbank)$2.9M1
112Creative Planning$2.9M1
113Summit Trail Advisors, LLC$2.9M1
114ExodusPoint Capital Management, LP$2.5M1
115BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2.4M1
116Arizona State Retirement System$2.3M1
117Czech National Bank$2.3M1
118STATE OF MICHIGAN RETIREMENT SYSTEM$2.2M1
119Vanguard Investments Australia, Ltd.$2.2M1
120NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.2M1
121Broyhill Asset Management, LLC$2.2M1
122HORIZON KINETICS ASSET MANAGEMENT LLC$2.1M1
123BALYASNY ASSET MANAGEMENT L.P.$2.1M1
124Hollow Brook Wealth Management LLC$2.1M1
125Vanguard Personalized Indexing Management, LLC$2.0M1
126COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.0M1
127Daiwa Securities Group Inc.$2.0M1
128CIBC Asset Management Inc$1.9M1
129Cardinal Capital Management$1.9M1
130Pictet Asset Management Holding SA$1.8M1
131Retirement Systems of Alabama$1.8M1
132Mirae Asset Global Investments Co., Ltd.$1.7M1
133IRIDIAN ASSET MANAGEMENT LLC/CT$1.7M1
134BNP Paribas Asset Management Holding S.A.$1.7M1
135VOYA INVESTMENT MANAGEMENT LLC$1.7M1
136Avidity Partners Management LP$1.7M1
137Riverwater Partners LLC$1.6M1
138AMERICAN CENTURY COMPANIES INC$1.6M1
139Edgestream Partners, L.P.$1.6M1
140UniSuper Management Pty Ltd$1.5M1
141FIRST TRUST ADVISORS LP$1.5M1
142Caprock Group, LLC$1.5M1
143MAVERICK CAPITAL LTD$1.4M1
144Capital World Investors$1.4M1
145Pathstone Holdings, LLC$1.4M1
146Balefire, LLC$1.4M1
1471492 Capital Management LLC$1.4M1
148ProShare Advisors LLC$1.4M1
149Woodline Partners LP$1.3M1
150Faithward Advisors, LLC$1.3M1
151IMC-Chicago, LLC$1.3M1
152MERCER GLOBAL ADVISORS INC /ADV$1.2M1
153MML INVESTORS SERVICES, LLC$1.2M1
154Cetera Investment Advisers$1.2M1
155Bridgewater Associates, LP$1.2M1
156NEOS Investment Management LLC$1.2M1
157PRINCIPAL SECURITIES, INC.$1.1M1
158TEACHER RETIREMENT SYSTEM OF TEXAS$1.1M1
159ING GROEP NV$1.1M1
160Epoch Investment Partners, Inc.$1.1M1
161US BANCORP \DE\$1.1M1
162CONTRAVISORY INVESTMENT MANAGEMENT, INC.$1.1M1
163Pekin Hardy Strauss, Inc.$1.1M1
164KEYBANK NATIONAL ASSOCIATION/OH$1.1M1
165PANAGORA ASSET MANAGEMENT INC$1.0M1
166Y-Intercept (Hong Kong) Ltd$1.0M1
167Mariner, LLC$996K1
168Brevan Howard Capital Management LP$985K1
169OREGON PUBLIC EMPLOYEES RETIREMENT FUND$974K1
170EXCHANGE TRADED CONCEPTS, LLC$963K1
171Rafferty Asset Management, LLC$949K1
172XPONANCE LLC$922K1
173MITCHELL & PAHL PRIVATE WEALTH, LLC$914K1
174MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$901K1
175GUGGENHEIM CAPITAL LLC$890K1
176COMMONWEALTH EQUITY SERVICES, LLC$875K1
177Tidal Investments LLC$869K1
178CREDIT AGRICOLE S A$821K1
179Cresset Asset Management, LLC$802K1
180COMMERCE BANK$790K1
181BLAIR WILLIAM & CO/IL$789K1
182NOMURA HOLDINGS INC$785K1
183Illinois Municipal Retirement Fund$774K1
184Atria Investments, Inc$728K1
185Ameritas Investment Partners, Inc.$728K1
186Crossmark Global Holdings, Inc.$721K1
187Cerity Partners LLC$705K1
188Northwest & Ethical Investments L.P.$699K1
189Sanctuary Advisors, LLC$697K1
190CWM, LLC$693K1
191CANADA PENSION PLAN INVESTMENT BOARD$690K1
192WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$671K1
193&PARTNERS$661K1
194O'SHAUGHNESSY ASSET MANAGEMENT, LLC$646K1
195STIFEL FINANCIAL CORP$642K1
196TRUIST FINANCIAL CORP$623K1
197HighTower Advisors, LLC$617K1
198XTX Topco Ltd$616K1
199GATEWAY INVESTMENT ADVISERS LLC$609K1
200Vestmark Advisory Solutions, Inc.$609K1
201Purpose Unlimited Inc.$604K1
202Sequoia Financial Advisors, LLC$603K1
203Inscription Capital, LLC$593K1
204UNITED CAPITAL FINANCIAL ADVISORS, LLC$587K1
205NewEdge Advisors, LLC$551K1
206Swiss Life Asset Management Ltd$551K1
207MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$541K1
208Empowered Funds, LLC$541K1
209Federation des caisses Desjardins du Quebec$537K1
210HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$534K1
211Kerrisdale Advisers, LLC$525K1
212Valmark Advisers, Inc.$518K1
213Ensign Peak Advisors, Inc$517K1
214MIZUHO SECURITIES USA LLC$513K1
215Everhart Financial Group, Inc.$501K1
216KESTRA PRIVATE WEALTH SERVICES, LLC$494K1
217Norinchukin Bank, The$485K1
218EXENCIAL WEALTH ADVISORS, LLC$485K1
219Laird Norton Wetherby Trust Company, LLC$484K1
220Global Strategic Investment Solutions, LLC$473K1
221HB Wealth Management, LLC$462K1
222Maryland State Retirement & Pension System$460K1
223Qsemble Capital Management, LP$456K1
224Persistent Asset Partners Ltd$456K1
225QUADRANT CAPITAL GROUP LLC$452K1
226Utah Retirement Systems$445K1
227Blue Trust, Inc.$444K1
228Callan Family Office, LLC$420K1
229Aaron Wealth Advisors LLC$418K1
230PFG Advisors$407K1
231OP Asset Management Ltd$404K1
232Chicago Partners Investment Group LLC$400K1
233M&T BANK CORP$390K1
234Banque Cantonale Vaudoise$389K1
235OSAIC HOLDINGS, INC.$383K1
236CHOREO, LLC$381K1
237BROWN ADVISORY INC$376K1
238Kera Capital Partners, Inc.$374K1
239GROUPAMA ASSET MANAGMENT$366K1
240Brooklyn Investment Group$364K1
241WESCAP Management Group, Inc.$360K1
242JANE STREET GROUP, LLC$351K1
243MUFG Securities EMEA plc$348K1
244E Fund Management Co., Ltd.$346K1
245Walleye Capital LLC$333K1
246QRG CAPITAL MANAGEMENT, INC.$333K1
247MEEDER ASSET MANAGEMENT INC$331K1
248COLDSTREAM CAPITAL MANAGEMENT INC$324K1
249Baird Financial Group, Inc.$323K1
250Asset Management One Co., Ltd.$312K1
251Bryn Mawr Trust Advisors, LLC$312K1
252Prospera Financial Services Inc$312K1
253Wilmington Savings Fund Society, FSB$309K1
254Rockefeller Capital Management L.P.$300K1
255Vise Technologies, Inc.$297K1
256NOMURA ASSET MANAGEMENT CO LTD$297K1
257Moors & Cabot, Inc.$293K1
258CSS LLC/IL$285K1
259EP Wealth Advisors, LLC$285K1
260Compound Planning, Inc.$278K1
261Wealthfront Advisers LLC$278K1
262AlphaCore Capital LLC$275K1
263NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$272K1
264Baker Avenue Asset Management, LP$270K1
265Concurrent Investment Advisors, LLC$269K1
266Procyon Advisors, LLC$265K1
267DRW Securities, LLC$262K1
268Empirical Asset Management, LLC$260K1
269Beverly Hills Private Wealth, LLC$260K1
270Fragasso Financial Advisors Inc$256K1
271Meeder Advisory Services, Inc.$251K1
272HUB Investment Partners, LLC$250K1
273EVERGREEN CAPITAL MANAGEMENT LLC$247K1
274North Dakota State Investment Board$246K1
275Empirical Finance, LLC$243K1
276State of Wyoming$242K1
277Storgate, LLC$241K1
278Marex Group Ltd$236K1
279PATTON FUND MANAGEMENT, INC.$235K1
280SECURIAN ASSET MANAGEMENT, INC$226K1
281Squarepoint Ops LLC$226K1
282SIGNATUREFD, LLC$225K1
283MGO ONE SEVEN LLC$220K1
284Brown Miller Wealth Management, LLC$220K1
285Sumitomo Mitsui DS Asset Management Company, Ltd$219K1
286WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$219K1
287AE Wealth Management LLC$218K1
288PRELUDE CAPITAL MANAGEMENT, LLC$208K1
289Cambridge Advisors Inc.$207K1
290Stratos Wealth Partners, LTD.$202K1
291NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$189K1
292Parkside Financial Bank & Trust$174K1
293ABS Direct Equity Fund LLC$172K1
294Smartleaf Asset Management LLC$166K1
295Tower Research Capital LLC (TRC)$162K1
296Spire Wealth Management$158K1
297Steward Partners Investment Advisory, LLC$130K1
298Arax Advisory Partners$124K1
299Geneos Wealth Management Inc.$121K1
300TEMA ETFS LLC$120K1
301UMB Bank, n.a.$114K1
302Solstein Capital, LLC$104K1
303WESTPAC BANKING CORP$101K1
304Resona Asset Management Co.,Ltd.$93.3K1
305Eurizon Capital SGR S.p.A.$82.8K1
306Groupe la Francaise$78.6K1
307Hilltop National Bank$76.2K1
308SHP Wealth Management$76.2K1
309Allworth Financial LP$68.9K1
310CNB Bank$62.3K1
311Bayforest Capital Ltd$36.2K1
312Atlantic Union Bankshares Corp$34.5K1
313Truvestments Capital LLC$34.5K1
314MAI Capital Management$34.2K1
315Pinnacle Wealth Planning Services, Inc.$33.8K1
316Cromwell Holdings LLC$31.1K1
317PARADIGM ASSET MANAGEMENT CO LLC$30.4K1
318Larson Financial Group LLC$28.7K1
319Activest Wealth Management$28.5K1
320SALEM INVESTMENT COUNSELORS INC$25.0K1
321CVA Family Office, LLC$22.9K1
322NATIXIS ADVISORS, LLC$21.1K1
323True Wealth Design, LLC$20.7K1
324SJS Investment Consulting Inc.$18.1K1
325Asset Dedication, LLC$15.7K1
326Annis Gardner Whiting Capital Advisors, LLC$14.8K1
327MV CAPITAL MANAGEMENT, INC.$13.5K1
328GROUP ONE TRADING LLC$12.9K1
329Vanguard National Trust Co$12.1K1
330Aster Capital Management (DIFC) Ltd$11.3K1
331MATHER GROUP, LLC.$8.8K1
332SWAN Capital LLC$8.1K1
333JONES FINANCIAL COMPANIES LLLP$7.9K1
334TD Waterhouse Canada Inc.$7.9K1
335Financial Freedom, LLC$7.4K1
336Bell Investment Advisors, Inc$6.9K1
337ELEVATION WEALTH PARTNERS, LLC$6.7K1
338Westfuller Advisors, LLC$6.7K1
339Meramec Financial Planners, LLC$6.3K1
340SMA Capital LLC$5.9K1
341S&T BANK/PA$5.7K1
342JFS WEALTH ADVISORS, LLC$5.7K1
343Physician Wealth Advisors, Inc.$5.2K1
344Private Wealth Management Group, LLC$5.2K1
345Prestige Wealth Management Group LLC$5.0K1
346WPG Advisers, LLC$4.7K1
347GHP Investment Advisors, Inc.$4.5K1
348Pacific Center for Financial Services$4.5K1
349AMICA MUTUAL INSURANCE CO$4.0K1
350Clearstead Advisors, LLC$3.8K1
351CENTRAL TRUST Co$3.6K1
352Treasurer of the State of North Carolina$3.6K1
353Clearstead Trust, LLC$3.1K1
354Kingdom Financial Group LLC.$3.1K1
355Grove Bank & Trust$2.9K1
356Transamerica Financial Advisors, LLC$2.9K1
357THRIVENT FINANCIAL FOR LUTHERANS$2.8K1
358MCF Advisors LLC$2.8K1
359Rialto Wealth Management, LLC$2.6K1
360ALGERT GLOBAL LLC$2.5K1
361CANADA LIFE ASSURANCE Co$2.3K1
362SouthState Bank Corp$2.1K1
363Medallion Wealth Advisors, LLC$2.1K1
364Owl Creek Wealth Partners LLC$1.7K1
365Burk Holdings LLC$1.6K1
366SUMMIT SECURITIES GROUP LLC$1.4K1
367Investors Research Corp$1.4K1
368Retirement Wealth Solutions LLC$1.4K1
369BROWN, LISLE/CUMMINGS, INC.$1.2K1
370Marquette Asset Management, LLC$1.2K1
371Johnson Financial Group, Inc.$1.2K1
372Triumph Capital Management$1.2K1
373DiNuzzo Private Wealth, Inc.$1.2K1
374DekaBank Deutsche Girozentrale$1.2K1
375Abound Wealth Management$1.1K1
376Manchester Capital Management LLC$1.0K1
377Synergy Investment Management, LLC$1.0K1
378State of Alaska, Department of Revenue$8291
379Sachetta, LLC$6901
380Clayton Financial Group LLC$6901
381Beacon Financial Strategies CORP$6901
382Vestcor Inc$5741
383Quaker Wealth Management, LLC$5181
384Vermillion Wealth Management, Inc.$5181
385HFM Investment Advisors, LLC$5181
386Clark Wealth Partners$5181
387American Capital Advisory, LLC$3451
388TopTier Wealth Management, LLC$3451
389PARK AVENUE SECURITIES LLC$3171
390KBC Group NV$2741
391Claret Asset Management Corp$2631
392TFC Financial Management, Inc.$1731
393Cassaday & Co Wealth Management LLC$1731
394Kilter Group LLC$1731
395MidFirst Bank$1731
3963 FACTOR INDEXING, LLC$1731
397Key FInancial Inc$1721
398Employees Retirement System of Texas$711
399Smithfield Trust Co$411
400Capital Analysts, LLC$11
401Capital Advisors, Ltd. LLC$01
402Harvest Fund Management Co., Ltd$01
403Avion Wealth$01
404VANGUARD GROUP INC$01
405GLENMEDE TRUST CO NA$01
406FIRST MANHATTAN CO. LLC.$01
407HARBOUR INVESTMENTS, INC.$01
408HOWARD HUGHES MEDICAL INSTITUTE$01
409COMERICA BANK$01
410VIRGINIA RETIREMENT SYSTEMS ET Al$01
411SOROS FUND MANAGEMENT LLC$01
412RENAISSANCE TECHNOLOGIES LLC$01
413CIBC WORLD MARKETS CORP$01
414WCM INVESTMENT MANAGEMENT, LLC$01
415LOGAN CAPITAL MANAGEMENT INC$01
416CIBC Private Wealth Group LLC$01
417Empyrean Capital Partners, LP$01
418Magnetar Financial LLC$01
419NORGES BANK$01
420TWO SIGMA ADVISERS, LP$01
421Sio Capital Management, LLC$01
422SIMPLEX TRADING, LLC$01
423LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$01
424Focus Partners Wealth$01
425Eos Management, L.P.$01
426BOOTHBAY FUND MANAGEMENT, LLC$01
427SUVRETTA CAPITAL MANAGEMENT, LLC$01
428Metis Global Partners, LLC$01
429Lighthouse Investment Partners, LLC$01
430Point72 Asset Management, L.P.$01
431WINTON GROUP Ltd$01
432Man Group plc$01
433Versor Investments LP$01
434Quadrature Capital Ltd$01
435Oribel Capital Management, LP$01
436Oliver Luxxe Assets LLC$01
437Intrinsic Edge Capital Management LLC$01
438Legacy Bridge, LLC$01
439Qube Research & Technologies Ltd$01
440Global Retirement Partners, LLC$01
441Cynosure Group, LLC$01
442Apollon Wealth Management, LLC$01
443Integral Health Asset Management, LLC$01
444Iron Triangle Partners LP$01
445CERTUITY, LLC$01
446Veracity Capital LLC$01
447Kestra Advisory Services, LLC$01
448Sage Mountain Advisors LLC$01
449F/m Investments LLC$01
450DV EQUITIES, LLC$01
451Interchange Capital Partners, LLC$01
452Optiver Holding B.V.$01
453NewEdge Wealth, LLC$01
454CenterBook Partners LP$01
455Delos Wealth Advisors, LLC$01
456AlphaQuest LLC$01
457Forum Financial Management, LP$01
458SageView Advisory Group, LLC$01
459Cape Investment Advisory, Inc.$01
460Dunhill Financial, LLC$01
461Vinva Investment Management Ltd$01
462Frazier Financial Advisors, LLC$01
463Turtle Creek Wealth Advisors, LLC$01
464Abel Hall, LLC$01
465Mowery & Schoenfeld Wealth Management, LLC$01
466Arrowpoint Investment Partners (Singapore) Pte. Ltd.$01
467Quest 10 Wealth Builders, Inc.$01
468Wealth Watch Advisors, INC$01
469REAP Financial Group, LLC$01
470SummitTX Capital, L.P.$01
471Rakuten Investment Management, Inc.$01
472VARCOV Co.$01
473Fideuram Asset Management (Ireland) dac$01
Truncated by Public Filings. The published aggregate ranks the top 473 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 CRL

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for CRL · financials and macro

Financials — as filed PLANNED

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