Public record / Tickers / CRS

CRS — CARPENTER TECHNOLOGY CORP

Both disclosure regimes on one name: who in Congress filed about CRS, 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
3
all PTR rows naming CRS
Members · 12m
1
3 buys · 0 sells · by trade date
Latest PTR
03-02
filed 2026-03-02
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

Markwayne Mullin · $15.0K–$50.0K

Purchase · traded 2026-02-04 → filed 2026-03-02. Ranked over every CRS row by the provable lower bound, never a point estimate.

1 member · 3 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.

Every row filed inside 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 CRS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CRS
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-03-02Markwayne Mullin R–OKPurchase · JT (jointly owned)Traded 02-04 +26d$15K–$50K
2026-02-04Markwayne Mullin R–OKPurchase · SP (spouse-owned)Traded 01-05 +30d$15K–$50K
2026-02-04Markwayne Mullin R–OKPurchaseTraded 01-05 +30d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 3 ↗

Members active in CRS

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing CRS 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.
Markwayne Mullin R–OK3$45.0K to $150K

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

Congress ↔ notable managers · CRS

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 · CARPENTER TECHNOLOGY CORP

Merged timeline of congressional filings and notable-manager moves on CRS
DateWhoChangeSize
2026-05-15Lone Pine Capital 13Fadd+505,002 sh
2026-05-15Soros Fund Management 13Fnew+8,436 sh
2026-05-15Third Point 13Ftrim−475,000 sh
2026-05-15Gotham Asset Management 13Ftrim−3,997 sh
2026-05-15Bridgewater Associates 13Ftrim−108,716 sh
2026-05-15Moore Capital Management 13Ftrim−24,912 sh
2026-05-14Caxton Associates 13Fadd+287 sh

7 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 CRS for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.3B1
2FMR LLC$1.7B1
3VANGUARD CAPITAL MANAGEMENT LLC$849M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$811M1
5STATE STREET CORP$792M1
6Invesco Ltd.$778M1
7LONE PINE CAPITAL LLC$717M1
8Egerton Capital (UK) LLP$525M1
9SurgoCap Partners LP$472M1
10GEODE CAPITAL MANAGEMENT, LLC$431M1
11SANDS CAPITAL MANAGEMENT, LLC$324M1
12JENNISON ASSOCIATES LLC$317M1
13AQR CAPITAL MANAGEMENT LLC$285M1
14Holocene Advisors, LP$216M1
15UBS Group AG$212M1
16BANK OF AMERICA CORP /DE/$205M1
17Allspring Global Investments Holdings, LLC$187M1
18DIMENSIONAL FUND ADVISORS LP$180M1
19WCM INVESTMENT MANAGEMENT, LLC$177M1
20AMERIPRISE FINANCIAL INC$174M1
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC$168M1
22NORTHERN TRUST CORP$168M1
23FRANKLIN RESOURCES INC$167M1
24Bank of New York Mellon Corp$158M1
25RAYMOND JAMES FINANCIAL INC$151M1
26Forest Avenue Capital Management LP$148M1
27MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$144M1
28AMERICAN CENTURY COMPANIES INC$139M1
29WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$138M1
30MORGAN STANLEY$138M1
31DRIEHAUS CAPITAL MANAGEMENT LLC$124M1
32Third Point LLC$122M1
33VANGUARD FIDUCIARY TRUST CO$122M1
34Zurcher Kantonalbank (Zurich Cantonalbank)$110M1
35WELLINGTON MANAGEMENT GROUP LLP$110M1
36Point72 Asset Management, L.P.$98.6M1
37Fisher Asset Management, LLC$97.7M1
38BARCLAYS PLC$96.5M1
39Granahan Investment Management, LLC$94.4M1
40ADVENT INTERNATIONAL, L.P.$93.3M1
41Nuveen, LLC$89.2M1
42UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$87.8M1
43XN LP$74.4M1
44SAMLYN CAPITAL, LLC$73.1M1
45TOMS Capital Investment Management LP$69.4M1
46LPL Financial LLC$68.8M1
47JANE STREET GROUP, LLC$63.5M1
48D. E. Shaw & Co., Inc.$59.3M1
49VOYA INVESTMENT MANAGEMENT LLC$58.6M1
50Tyro Capital Management LLC$53.2M1
51Bornite Capital Management LP$52.5M1
52Junto Capital Management LP$47.4M1
53PRINCIPAL FINANCIAL GROUP INC$43.9M1
54HAWK RIDGE CAPITAL MANAGEMENT LP$43.0M1
55Connor, Clark & Lunn Investment Management Ltd.$40.7M1
56CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$39.7M1
57ENVESTNET ASSET MANAGEMENT INC$39.4M1
58FRONTIER CAPITAL MANAGEMENT CO LLC$39.1M1
59Swiss National Bank$38.8M1
60ALLIANCEBERNSTEIN L.P.$38.3M1
61OBERWEIS ASSET MANAGEMENT INC/$37.2M1
62BALYASNY ASSET MANAGEMENT L.P.$36.0M1
63Alyeska Investment Group, L.P.$35.5M1
64SEI INVESTMENTS CO$35.4M1
65SCHRODER INVESTMENT MANAGEMENT GROUP$35.2M1
66Gotham Asset Management, LLC$33.7M1
67CONGRESS ASSET MANAGEMENT CO$32.7M1
681832 Asset Management L.P.$31.8M1
69Legal & General Group Plc$31.1M1
70Retirement Systems of Alabama$30.4M1
71WELLS FARGO & COMPANY/MN$30.4M1
72Kinetic Partners Management, LP$28.3M1
73Oribel Capital Management, LP$26.3M1
74STATE OF WISCONSIN INVESTMENT BOARD$25.7M1
75Ceredex Value Advisors LLC$24.9M1
76EMERALD ADVISERS, LLC$24.5M1
77Curi Capital, LLC$23.7M1
78NEXT CENTURY GROWTH INVESTORS LLC$22.5M1
79FIRST TRUST ADVISORS LP$22.3M1
80SG Capital Management LLC$22.2M1
81Night Owl Capital Management, LLC$20.7M1
82NAVELLIER & ASSOCIATES INC$19.3M1
83EULAV Asset Management$18.5M1
84Arvin Capital Management LP$18.2M1
85Square Wave Capital, LLC$18.1M1
86NEW YORK STATE COMMON RETIREMENT FUND$17.9M1
87Bridgewater Associates, LP$16.7M1
88Nicholas Investment Partners, LP$16.5M1
89Universal- Beteiligungs- und Servicegesellschaft mbH$16.1M1
90TWO SIGMA INVESTMENTS, LP$16.0M1
91VANGUARD ASSET MANAGEMENT, Ltd$15.2M1
92STIFEL FINANCIAL CORP$15.2M1
93Mariner, LLC$14.6M1
94Daiwa Securities Group Inc.$14.5M1
95Mountaineer Partners Management, LLC$14.2M1
96EMERALD MUTUAL FUND ADVISERS TRUST$14.1M1
97ROYAL BANK OF CANADA$14.1M1
98STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$13.8M1
99OSAIC HOLDINGS, INC.$13.6M1
100Hodges Capital Management Inc.$13.1M1
101Man Group plc$13.1M1
102Cetera Investment Advisers$12.8M1
103Tidal Investments LLC$12.2M1
104Jain Global LLC$12.1M1
105CITADEL ADVISORS LLC$12.0M1
106Creative Planning$11.9M1
107Intrinsic Edge Capital Management LLC$11.9M1
108MANUFACTURERS LIFE INSURANCE COMPANY, THE$11.7M1
109IEQ CAPITAL, LLC$11.6M1
1101492 Capital Management LLC$11.5M1
111Advisors Asset Management, Inc.$11.4M1
112BNP Paribas Asset Management Holding S.A.$11.3M1
113Buckland Partners Management Co LLC$11.0M1
114Schonfeld Strategic Advisors LLC$10.7M1
115Renaissance Investment Group LLC$10.7M1
116SeaTown Holdings Pte. Ltd.$10.6M1
117NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$10.4M1
118CWM, LLC$10.3M1
119NORDEA INVESTMENT MANAGEMENT AB$10.2M1
120CITIGROUP INC$9.9M1
121FengHe Fund Management Pte. Ltd.$9.9M1
122RIPOSTE CAPITAL LLC$9.9M1
123MetLife Investment Management, LLC$9.8M1
124ORSER CAPITAL MANAGEMENT, LLC$9.7M1
125Walleye Capital LLC$9.5M1
126Transamerica Financial Advisors, LLC$9.1M1
127Cerity Partners LLC$8.9M1
128Janus Henderson Group Ltd.$8.9M1
129MOORE CAPITAL MANAGEMENT, LP$8.5M1
130Vanguard Global Advisers, LLC$8.5M1
131Overbrook Management Corp$8.4M1
132MILLENNIUM MANAGEMENT LLC$8.3M1
133Empowered Funds, LLC$8.3M1
134Lisanti Capital Growth, LLC$8.3M1
135KENNEDY CAPITAL MANAGEMENT LLC$8.2M1
136Allianz Asset Management GmbH$8.0M1
137Qube Research & Technologies Ltd$7.7M1
138Tribune Investment Group LP$7.7M1
139MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$7.5M1
140WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$7.5M1
141JONES ROAD CAPITAL MANAGEMENT, L.P.$7.3M1
142Phocas Financial Corp.$7.1M1
143State of New Jersey Common Pension Fund D$6.7M1
144Woodline Partners LP$6.4M1
145ICON ADVISERS INC/CO$6.3M1
146SMA Capital LLC$6.3M1
147PARADIGM CAPITAL MANAGEMENT INC/NY$6.1M1
148FIFTH THIRD BANCORP$6.0M1
149HighTower Advisors, LLC$5.9M1
150NISA INVESTMENT ADVISORS, LLC$5.9M1
151YOUSIF CAPITAL MANAGEMENT, LLC$5.9M1
152Bank Julius Baer & Co. Ltd, Zurich$5.8M1
153Pathstone Holdings, LLC$5.8M1
154PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$5.8M1
155NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5.7M1
156MOODY NATIONAL BANK TRUST DIVISION$5.7M1
157Mezzasalma Advisors, LLC$5.6M1
158CVFG LLC$5.5M1
159Arizona State Retirement System$5.4M1
160Strengthening Families & Communities, LLC$5.3M1
161JB Capital LLC$5.3M1
162ZACKS INVESTMENT MANAGEMENT$5.3M1
163Rafferty Asset Management, LLC$5.3M1
164MERCER GLOBAL ADVISORS INC /ADV$5.3M1
165PRUDENTIAL FINANCIAL INC$5.2M1
166Calamos Advisors LLC$5.2M1
167DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$5.2M1
168PointState Capital LP$5.1M1
169CIBC WORLD MARKET INC.$5.1M1
170TITAN GLOBAL CAPITAL MANAGEMENT USA LLC$5.0M1
171Vanguard Investments Australia, Ltd.$4.9M1
172BOOTHBAY FUND MANAGEMENT, LLC$4.9M1
173COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.9M1
174POLEN CAPITAL MANAGEMENT LLC$4.9M1
175Legato Capital Management LLC$4.8M1
176Hudson Bay Capital Management LP$4.8M1
177STATE OF MICHIGAN RETIREMENT SYSTEM$4.7M1
178New Age Alpha Advisors, LLC$4.7M1
179WORLDQUANT MILLENNIUM ADVISORS LLC$4.6M1
180GREAT LAKES ADVISORS, LLC$4.4M1
181COMMONWEALTH EQUITY SERVICES, LLC$4.4M1
182NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$4.4M1
183CREDIT AGRICOLE S A$4.3M1
184KLP KAPITALFORVALTNING AS$4.3M1
185Temasek Holdings (Private) Ltd$4.3M1
186HANCOCK WHITNEY CORP$4.3M1
187VICTORY CAPITAL MANAGEMENT INC$4.2M1
188Vestmark Advisory Solutions, Inc.$4.1M1
189Federation des caisses Desjardins du Quebec$4.1M1
190OREGON PUBLIC EMPLOYEES RETIREMENT FUND$4.0M1
191Resolute Capital Asset Partners LLC$3.9M1
192Focus Partners Wealth$3.9M1
193Lombard Odier Asset Management (Europe) Ltd$3.8M1
194Brevan Howard Capital Management LP$3.8M1
195SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.7M1
196Quantinno Capital Management LP$3.6M1
197Ameritas Investment Partners, Inc.$3.6M1
198PVG ASSET MANAGEMENT CORP$3.6M1
199Guided Capital Wealth Management, LLC$3.5M1
200MIRABELLA FINANCIAL SERVICES LLP$3.5M1
201&PARTNERS$3.5M1
202H Squared Management LP$3.5M1
203Rockefeller Capital Management L.P.$3.4M1
204SOROS FUND MANAGEMENT LLC$3.3M1
205XML Financial, LLC$3.3M1
206COOKSON PEIRCE & CO INC$3.3M1
207BANK OF MONTREAL /CAN/$3.3M1
208Future Fund LLC$3.3M1
209Pictet Asset Management Holding SA$3.2M1
210Atria Investments, Inc$3.2M1
211Silvant Capital Management LLC$3.2M1
212Financial Engines Advisors L.L.C.$3.1M1
213EXCHANGE TRADED CONCEPTS, LLC$3.0M1
214MML INVESTORS SERVICES, LLC$3.0M1
215Allworth Financial LP$3.0M1
216QUADRANT CAPITAL GROUP LLC$3.0M1
217TOMPKINS FINANCIAL CORP$3.0M1
218Verition Fund Management LLC$2.9M1
219Brookstone Capital Management$2.9M1
220PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$2.9M1
221GLOBEFLEX CAPITAL L P$2.8M1
222TLWM$2.8M1
223GUGGENHEIM CAPITAL LLC$2.8M1
224LAZARD ASSET MANAGEMENT LLC$2.8M1
225XPONANCE LLC$2.8M1
226O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.8M1
227Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)$2.8M1
228TRUIST FINANCIAL CORP$2.7M1
229Amundi$2.6M1
230SteelPeak Wealth, LLC$2.6M1
231Monument Capital Management$2.6M1
232PDT Partners, LLC$2.6M1
233Robeco Institutional Asset Management B.V.$2.6M1
234VestGen Advisors, LLC$2.6M1
235FEDERATED HERMES, INC.$2.5M1
236Kestra Advisory Services, LLC$2.4M1
237SummitTX Capital, L.P.$2.3M1
238EVERGREEN CAPITAL MANAGEMENT LLC$2.3M1
239ROMAN BUTLER FULLERTON & CO$2.3M1
240Regency Capital Management Inc.\DE$2.3M1
241NOMURA HOLDINGS INC$2.2M1
242PINNBROOK CAPITAL MANAGEMENT LP$2.2M1
243Concurrent Investment Advisors, LLC$2.2M1
244DIVERSIFY WEALTH MANAGEMENT, LLC$2.2M1
245TEACHER RETIREMENT SYSTEM OF TEXAS$2.1M1
246Ethic Inc.$2.1M1
247L & S Advisors Inc$2.1M1
248Ashton Thomas Private Wealth, LLC$2.1M1
249CHESAPEAKE CAPITAL CORP /IL/$2.1M1
250XTX Topco Ltd$2.1M1
251Whitaker-Myers Wealth Managers, LTD.$2.1M1
252Baader Bank Aktiengesellschaft$2.1M1
253AGP FRANKLIN, LLC$2.0M1
254Atom Investors LP$2.0M1
255DnB Asset Management AS$2.0M1
256Wealthstar Advisors, LLC$1.9M1
257VestGen Investment Management$1.9M1
258HSBC HOLDINGS PLC$1.8M1
259Sumitomo Mitsui Trust Group, Inc.$1.8M1
260DEUTSCHE BANK AG\$1.8M1
261Pier Capital, LLC$1.7M1
262Marshall Financial Group, LLC$1.7M1
263US BANCORP \DE\$1.7M1
264Vanguard Personalized Indexing Management, LLC$1.6M1
265Pathway Financial Advisers, LLC$1.6M1
266Swiss Life Asset Management Ltd$1.6M1
267Taproot Management LP$1.6M1
268Penn Capital Management Company, LLC$1.6M1
269Crossmark Global Holdings, Inc.$1.6M1
270Private Advisor Group, LLC$1.5M1
271Hennion & Walsh Asset Management, Inc.$1.5M1
272OPPENHEIMER & CO INC$1.5M1
273SECURIAN ASSET MANAGEMENT, INC$1.4M1
274Storgate, LLC$1.4M1
275Ensign Peak Advisors, Inc$1.4M1
276Sanctuary Advisors, LLC$1.4M1
277BLAIR WILLIAM & CO/IL$1.4M1
278D.A. DAVIDSON & CO.$1.3M1
279Veracity Capital LLC$1.3M1
280Pinnacle Financial Partners, Inc.$1.3M1
281Y-Intercept (Hong Kong) Ltd$1.3M1
282Jefferies Financial Group Inc.$1.3M1
283TWIN CAPITAL MANAGEMENT INC$1.3M1
284Brooklyn Investment Group$1.3M1
285Focus Partners Advisor Solutions, LLC$1.3M1
286Bright Futures Wealth Management, LLC.$1.3M1
287Wakefield Asset Management LLLP$1.2M1
288NorthRock Partners, LLC$1.2M1
289M&T BANK CORP$1.2M1
290First Dallas Securities Inc.$1.2M1
291Penobscot Investment Management Company, Inc.$1.2M1
292PFG Advisors$1.1M1
293SHEETS SMITH WEALTH MANAGEMENT$1.1M1
294TrueWealth Advisors, LLC$1.1M1
295Squarepoint Ops LLC$1.1M1
296Sequoia Financial Advisors, LLC$1.0M1
297Merit Financial Group, LLC$1.0M1
298Vident Advisory, LLC$1.0M1
299Utah Retirement Systems$1.0M1
300Fairvoy Private Wealth, LLC$998K1
301Capula Management Ltd$985K1
302Savant Capital, LLC$972K1
303BDFS Capital LLC$969K1
304BURNEY CO/$946K1
305Hilltop Holdings Inc.$940K1
306SHELTON WEALTH MANAGEMENT, LLC$935K1
307CAXTON ASSOCIATES LLP$929K1
308COLDSTREAM CAPITAL MANAGEMENT INC$929K1
309WINTON GROUP Ltd$928K1
310NAPLES GLOBAL ADVISORS, LLC$926K1
311Maryland State Retirement & Pension System$922K1
312LEE JOHNSON CAPITAL MANAGEMENT, LLC$896K1
313Alta Wealth Advisors LLC$892K1
314MATHER GROUP, LLC.$879K1
315Gaddis Premier Wealth Advisors LLC$865K1
316FIDUCIARY TRUST CO$864K1
317Severin Investments, LLC$863K1
318Manuka Financial, LLC$855K1
319Fifth Third Wealth Advisors LLC$854K1
320Orion Porfolio Solutions, LLC$847K1
321Stratos Wealth Partners, LTD.$836K1
322OP Asset Management Ltd$819K1
323MISSION WEALTH MANAGEMENT, LP$814K1
324Arista Wealth Management, LLC$805K1
325SIMON QUICK ADVISORS, LLC$788K1
326HIGHLAND CAPITAL MANAGEMENT, LLC$788K1
327ProShare Advisors LLC$787K1
328HB Wealth Management, LLC$769K1
329KING LUTHER CAPITAL MANAGEMENT CORP$765K1
330MRA Advisory Group$762K1
331HMS Capital Management, LLC$738K1
332Corient Private Wealth LLC$735K1
333GREAT VALLEY ADVISOR GROUP, INC.$717K1
334Chicago Partners Investment Group LLC$717K1
335Systematic Alpha Investments, LLC$709K1
336Advisor Resource Council$703K1
337Compound Planning, Inc.$702K1
338BRAVE ASSET MANAGEMENT INC$694K1
339COMMERCE BANK$685K1
340Y.D. More Investments Ltd$678K1
341Tower Research Capital LLC (TRC)$674K1
342Baird Financial Group, Inc.$674K1
343BankChampaign, National Association$654K1
344Sivia Capital Partners, LLC$652K1
345Koshinski Asset Management, Inc.$649K1
346CIBC Bancorp USA Inc.$645K1
347Qtron Investments LLC$640K1
348SHELTON CAPITAL MANAGEMENT$636K1
349CASTLEARK MANAGEMENT LLC$631K1
350NewEdge Wealth, LLC$628K1
351BENJAMIN EDWARDS INC$626K1
352CIBC Asset Management Inc$620K1
353NATIONAL BANK OF CANADA /FI/$611K1
354PANAGORA ASSET MANAGEMENT INC$609K1
355Brown Miller Wealth Management, LLC$600K1
356AXXCESS WEALTH MANAGEMENT, LLC$600K1
357Atlas Wealth Partners, LLC$599K1
358GROUP ONE TRADING LLC$598K1
359Wellington Grp LLC$597K1
360Nvest Financial, LLC$591K1
361Alliance Wealth Advisors, LLC /UT$588K1
362EP Wealth Advisors, LLC$588K1
363Park Edge Advisors, LLC$586K1
364Beacon Pointe Advisors, LLC$584K1
365Gibbs Wealth Management$583K1
366STEPHENS INC /AR/$570K1
367Polymer Capital Management (US) LLC$563K1
368Steward Partners Investment Advisory, LLC$561K1
369PINNACLE ASSOCIATES LTD$560K1
370North Dakota State Investment Board$554K1
371Bull Harbor Capital LLC$554K1
372Sterling Capital Management LLC$550K1
373ALPS ADVISORS INC$541K1
374Ausdal Financial Partners, Inc.$534K1
375NewEdge Advisors, LLC$533K1
376Sunpointe, LLC$529K1
377Savvy Advisors, Inc.$520K1
378Kingdom Financial Group LLC.$518K1
379Clark Capital Management Group, Inc.$517K1
380Diametric Capital, LP$517K1
381KESTRA PRIVATE WEALTH SERVICES, LLC$508K1
382Waverly Advisors, LLC$506K1
383STRATEGY ASSET MANAGERS LLC$499K1
384Advyzon Investment Management, LLC$492K1
385PROFUND ADVISORS LLC$492K1
386Pallas Capital Advisors LLC$487K1
387Lighthouse Investment Partners, LLC$483K1
388Radnor Capital Management, LLC$481K1
389MOODY ALDRICH PARTNERS LLC$478K1
390Bauman Advisory Group, LLC$471K1
391TWO SIGMA SECURITIES, LLC$470K1
392FULLER & THALER ASSET MANAGEMENT, INC.$469K1
393JOURNEY STRATEGIC WEALTH LLC$464K1
394Valmark Advisers, Inc.$460K1
395AE Wealth Management LLC$458K1
396Legacy Capital Group California, Inc.$457K1
397Krilogy Financial LLC$456K1
398Eurizon Capital SGR S.p.A.$453K1
399Meiji Yasuda Asset Management Co Ltd.$452K1
400Wealthcare Advisory Partners LLC$445K1
401Lido Advisors, LLC$445K1
402PICTON MAHONEY ASSET MANAGEMENT$442K1
403JOHNSON INVESTMENT COUNSEL INC$431K1
404Cynosure Group, LLC$429K1
405Clearwave Capital, LLC$422K1
406Portside Wealth Group, LLC$420K1
407RITHOLTZ WEALTH MANAGEMENT$419K1
408NorthCrest Asset Manangement, LLC$416K1
409WADDELL & ASSOCIATES, LLC$410K1
410Abel Hall, LLC$409K1
411CITIZENS FINANCIAL GROUP INC/RI$405K1
412UNITED CAPITAL FINANCIAL ADVISORS, LLC$404K1
413Ballentine Partners, LLC$403K1
414CHOREO, LLC$402K1
415GWN SECURITIES INC.$396K1
416PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$394K1
417HORAN Wealth, LLC$394K1
418Vise Technologies, Inc.$393K1
419GATEWAY INVESTMENT ADVISERS LLC$392K1
420CONNORS INVESTOR SERVICES INC$385K1
421Gateway Wealth Partners, LLC$385K1
422Baker Avenue Asset Management, LP$381K1
423CANANDAIGUA NATIONAL CORP$378K1
424Horizon Family Wealth, Inc.$378K1
425CENTRAL TRUST Co$374K1
426SBI Okasan Asset Management Co.Ltd.$371K1
427TD Waterhouse Canada Inc.$370K1
428Glass Jacobson Investment Advisors llc$366K1
429State of Wyoming$357K1
430PRELUDE CAPITAL MANAGEMENT, LLC$355K1
431SILVER OAK SECURITIES, INCORPORATED$353K1
432Meeder Advisory Services, Inc.$352K1
433Summit Trail Advisors, LLC$351K1
434MAI Capital Management$349K1
435Graham Capital Management, L.P.$346K1
436ELEVATUS WELATH MANAGEMENT$338K1
437UMB Bank, n.a.$337K1
438Vontobel Holding Ltd.$334K1
439Advisory Alpha, LLC$331K1
440Kingsview Wealth Management, LLC$330K1
441NORDEN GROUP LLC$318K1
442Colonial River Investments, LLC$317K1
443Concentric Capital Strategies, LP$314K1
444Blue Fin Capital, Inc.$313K1
445BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$305K1
446JAG CAPITAL MANAGEMENT, LLC$301K1
447Base Wealth Management LLC$300K1
448DAVENPORT & Co LLC$298K1
449VERUS CAPITAL PARTNERS, LLC$298K1
450Perigon Wealth Management, LLC$294K1
451Marathon Mission, Inc.$288K1
452AssuredPartners Investment Advisors, LLC$280K1
453Smartleaf Asset Management LLC$280K1
454RiverPark Advisors, LLC$279K1
455Independent Advisor Alliance$277K1
456IPG Investment Advisors LLC$274K1
457EVOKE WEALTH, LLC$272K1
458Laird Norton Wetherby Trust Company, LLC$271K1
459DAYMARK WEALTH PARTNERS, LLC$269K1
460Archer Investment Corp$266K1
461Graves Light Lenhart Wealth, Inc.$264K1
462Rothschild Wealth LLC$263K1
463Sigma Planning Corp$258K1
464EVOLVE PRIVATE WEALTH, LLC$258K1
465Geneos Wealth Management Inc.$255K1
466PRINCIPAL SECURITIES, INC.$254K1
467Balefire, LLC$252K1
468W.H. Cornerstone Investments Inc.$246K1
469RETIREMENT GUYS FORMULA LLC$242K1
470Aries Wealth Management$242K1
471Van Hulzen Asset Management, LLC$241K1
472INTECH INVESTMENT MANAGEMENT LLC$238K1
473Discipline Wealth Solutions, LLC$236K1
474KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$232K1
475Aaron Wealth Advisors LLC$219K1
476Sowell Financial Services LLC$219K1
477GenTrust, LLC$215K1
478HARRELL INVESTMENT PARTNERS, LLC$213K1
479GREENLEAF TRUST$212K1
480Kovack Advisors, Inc.$212K1
481Clearstead Advisors, LLC$207K1
482INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$205K1
483AlphaCore Capital LLC$203K1
484Confluence Wealth Services, Inc.$200K1
485LORD, ABBETT & CO. LLC$189K1
486Truvestments Capital LLC$180K1
487Optiver Holding B.V.$179K1
488MEEDER ASSET MANAGEMENT INC$167K1
489Banque Cantonale Vaudoise$154K1
490Caitong International Asset Management Co., Ltd$144K1
491SBI Securities Co., Ltd.$141K1
492Arax Advisory Partners$121K1
493Kimelman & Baird, LLC$118K1
494FINANCIAL CONSULATE, INC$118K1
495AMERIFLEX GROUP, INC.$99.1K1
496Migdal Insurance & Financial Holdings Ltd.$94.6K1
497ASSETMARK, INC$90.8K1
498Wilmington Savings Fund Society, FSB$87.5K1
499Signature Equity Partners, LLC$81.0K1
500Pinnacle Wealth Planning Services, Inc.$71.7K1
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)3 buy / 0 sell
Congress net ($ bound)$45.0K to $150K
Filers net (actions)not in build
Filers net ($ 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 CRS

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for CRS · financials and macro

Financials — as filed PLANNED

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