Public record / Tickers / CSGP

CSGP — COSTAR GROUP, INC.

Both disclosure regimes on one name: who in Congress filed about CSGP, 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
48
all PTR rows naming CSGP
Members · 12m
2
7 buys · 2 sells · by trade date
Latest PTR
09-10
filed 2026-09-10
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Greg Gianforte · $100K–$250K

Sale · traded 2020-09-24 → filed 2020-10-19. Ranked over every CSGP row by the provable lower bound, never a point estimate.

2 members · 7 buys / 2 sells

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

1 row 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

20 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. 20 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CSGP · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CSGP
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-10Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 08-19 +22d$1K–$15K
2026-05-08Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 04-14 +24d$1K–$15K
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 03-13 +25d$1K–$15K
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 01-28 +16d$1K–$15K
2026-01-12Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 2025-12-10 +33d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 48 ↗

Members active in CSGP

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing CSGP 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-318−$8.0K to $104K2
Lisa C. McClain R–MI-91−$15.0K to −$1.0K2

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

Congress ↔ notable managers · CSGP

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

Congress · last 90 days

Buyers
1 Gilbert Ray Cisneros, Jr. D–CA-31 $1K–$15K
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 · COSTAR GROUP INC

Merged timeline of congressional filings and notable-manager moves on CSGP
DateWhoChangeSize
2026-09-10Gilbert Ray Cisneros, Jr. CongressPurchase$1K–$15K
2026-05-15Corvex Management 13Fnew+851,734 sh
2026-05-15Gotham Asset Management 13Fadd+316,669 sh
2026-05-15Tiger Global Management 13Ftrim−759,109 sh
2026-05-15Third Point 13Fexit−3,165,000 sh
2026-05-15Viking Global Investors 13Fexit−1,442,582 sh
2026-05-15Bridgewater Associates 13Fexit−9,020 sh
2026-05-14Caxton Associates 13Fnew+83,948 sh

8 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 CSGP for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1VANGUARD PORTFOLIO MANAGEMENT LLC$1.5B1
2BlackRock, Inc.$1.4B1
3VANGUARD CAPITAL MANAGEMENT LLC$1.1B1
4STATE STREET CORP$752M1
5PRINCIPAL FINANCIAL GROUP INC$714M1
6BAMCO INC /NY/$658M1
7Capital International Investors$626M1
8BAILLIE GIFFORD & CO$549M1
9POLEN CAPITAL MANAGEMENT LLC$507M1
10GEODE CAPITAL MANAGEMENT, LLC$500M1
11AKRE CAPITAL MANAGEMENT LLC$417M1
12Janus Henderson Group Ltd.$312M1
13Invesco Ltd.$288M1
14D. E. Shaw & Co., Inc.$238M1
15MORGAN STANLEY$218M1
16Capital Research Global Investors$176M1
17BANK OF AMERICA CORP /DE/$144M1
18NORTHERN TRUST CORP$138M1
19Meritage Group LP$134M1
20Amundi$132M1
21Legal & General Group Plc$122M1
22BECK MACK & OLIVER LLC$118M1
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$116M1
24FMR LLC$114M1
25Ensign Peak Advisors, Inc$110M1
26BNP Paribas Asset Management Holding S.A.$108M1
27BANK OF MONTREAL /CAN/$100M1
28UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$97.9M1
29DIMENSIONAL FUND ADVISORS LP$96.9M1
30Bank of New York Mellon Corp$96.8M1
31VANGUARD FIDUCIARY TRUST CO$96.5M1
32NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$94.1M1
33CANADA PENSION PLAN INVESTMENT BOARD$81.1M1
34Nuveen, LLC$77.9M1
35DEUTSCHE BANK AG\$76.6M1
36ENVESTNET ASSET MANAGEMENT INC$72.7M1
37MACKENZIE FINANCIAL CORP$66.1M1
38DF DENT & CO INC$64.8M1
39TREMBLANT CAPITAL GROUP$60.8M1
40TIGER GLOBAL MANAGEMENT LLC$60.5M1
41ROYAL BANK OF CANADA$57.9M1
42WELLS FARGO & COMPANY/MN$56.6M1
43Greenhouse Funds LLLP$55.6M1
44Pictet Asset Management Holding SA$55.4M1
45CAPITOLIS LIQUID GLOBAL MARKETS LLC$54.7M1
46HSBC HOLDINGS PLC$54.4M1
47VOLORIDGE INVESTMENT MANAGEMENT, LLC$53.7M1
48UBS Group AG$53.5M1
49FEDERATED HERMES, INC.$52.4M1
50AQR CAPITAL MANAGEMENT LLC$50.9M1
51Swiss National Bank$50.2M1
52BARCLAYS PLC$49.7M1
53RIVERBRIDGE PARTNERS LLC$49.5M1
54Spyglass Capital Management LLC$44.8M1
55CITADEL ADVISORS LLC$43.9M1
56JANE STREET GROUP, LLC$43.9M1
57Chicago Capital, LLC$42.6M1
58Mitsubishi UFJ Asset Management Co., Ltd.$42.4M1
59MASSACHUSETTS FINANCIAL SERVICES CO /MA/$39.2M1
60Sumitomo Mitsui Trust Group, Inc.$38.5M1
61CITIGROUP INC$38.5M1
62Vanguard Global Advisers, LLC$37.4M1
63Focus Partners Wealth$37.2M1
64BLAIR WILLIAM & CO/IL$36.3M1
65Stephens Investment Management Group LLC$35.2M1
66Corvex Management LP$34.4M1
67FIRST TRUST ADVISORS LP$33.8M1
68AMERICAN CAPITAL MANAGEMENT INC$33.3M1
69PRIMECAP MANAGEMENT CO/CA/$32.4M1
70Squarepoint Ops LLC$31.6M1
71Petrus Trust Company, LTA$30.5M1
72VANGUARD ASSET MANAGEMENT, Ltd$29.0M1
73NZS Capital, LLC$28.6M1
74National Pension Service$28.3M1
75PEREGRINE CAPITAL MANAGEMENT LLC$28.2M1
76AMERIPRISE FINANCIAL INC$27.7M1
77ALLIANCEBERNSTEIN L.P.$27.4M1
78Ardmore Road Asset Management LP$26.9M1
79RAYMOND JAMES FINANCIAL INC$25.4M1
80ProShare Advisors LLC$24.7M1
81Walleye Capital LLC$21.7M1
82CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$21.5M1
83WEITZ INVESTMENT MANAGEMENT, INC.$20.9M1
84Prana Capital Management, LP$20.8M1
85CIBC Bancorp USA Inc.$20.2M1
86Weiss Asset Management LP$20.1M1
87RUSH ISLAND MANAGEMENT, LP$19.5M1
88Fiera Capital Corp$19.4M1
89Gotham Asset Management, LLC$18.0M1
90ROYAL LONDON ASSET MANAGEMENT LTD$17.4M1
91Mitsubishi UFJ Trust & Banking Corp$17.1M1
92OSSIAM$15.6M1
93SEI INVESTMENTS CO$15.6M1
94ADAGE CAPITAL PARTNERS GP, L.L.C.$15.3M1
95STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$15.2M1
96JUPITER ASSET MANAGEMENT LTD$15.2M1
97Ironvine Capital Partners, LLC$15.1M1
98NEOS Investment Management LLC$14.7M1
99FIRST CITIZENS BANK & TRUST CO$13.9M1
100OPPENHEIMER ASSET MANAGEMENT INC.$13.8M1
101Quantinno Capital Management LP$13.7M1
102FIL Ltd$13.7M1
103ShawSpring Partners LLC$13.7M1
104BROWN ADVISORY INC$13.6M1
105VICTORY CAPITAL MANAGEMENT INC$13.5M1
106Envestnet Portfolio Solutions, Inc.$13.1M1
107Aberdeen Group plc$12.9M1
108Foster Victor Wealth Advisors, LLC$12.8M1
109Y-Intercept (Hong Kong) Ltd$12.6M1
110Rafferty Asset Management, LLC$12.4M1
111TWO SIGMA INVESTMENTS, LP$12.2M1
112BSN Capital Partners Ltd$11.8M1
113MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$11.8M1
114STATE OF WISCONSIN INVESTMENT BOARD$11.5M1
115MIZUHO MARKETS AMERICAS LLC$11.1M1
116SUSQUEHANNA INTERNATIONAL GROUP, LLP$10.3M1
117LMR Partners LLP$10.2M1
118FORA Capital, LLC$10.2M1
119FRANKLIN RESOURCES INC$10.1M1
120Universal- Beteiligungs- und Servicegesellschaft mbH$10.1M1
121MANUFACTURERS LIFE INSURANCE COMPANY, THE$10.0M1
122STIFEL FINANCIAL CORP$9.9M1
123AVIVA PLC$9.8M1
124Mirae Asset Global Investments Co., Ltd.$9.2M1
125Tsai Capital Corp$9.1M1
126Lighthouse Investment Partners, LLC$8.9M1
127S.E.E.D. Planning Group LLC$8.8M1
128NICHOLAS COMPANY, INC.$8.6M1
129TD ASSET MANAGEMENT INC$8.6M1
130Vanguard Investments Australia, Ltd.$8.5M1
131Chevy Chase Trust Holdings, LLC$8.4M1
132KORNITZER CAPITAL MANAGEMENT INC /KS$8.4M1
133DANSKE BANK A/S$8.4M1
134GLENMEDE TRUST CO NA$8.4M1
135PRUDENTIAL FINANCIAL INC$8.3M1
136NEW YORK STATE COMMON RETIREMENT FUND$8.3M1
137XTX Topco Ltd$8.1M1
138YCG, LLC$7.9M1
139Sone Capital Management, LLC$7.6M1
140Asset Management One Co., Ltd.$7.5M1
141Korea Investment CORP$7.4M1
142APG Asset Management N.V.$7.4M1
143CORTLAND ASSOCIATES INC/MO$7.3M1
144CIBC Asset Management Inc$7.1M1
145Zurcher Kantonalbank (Zurich Cantonalbank)$6.9M1
146LBP AM SA$6.9M1
147NOMURA ASSET MANAGEMENT CO LTD$6.6M1
148Cerity Partners LLC$6.6M1
149Tredje AP-fonden$6.5M1
150Granahan Investment Management, LLC$6.5M1
151COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$6.3M1
152KLP KAPITALFORVALTNING AS$6.2M1
153State of New Jersey Common Pension Fund D$5.9M1
154NEEDHAM INVESTMENT MANAGEMENT LLC$5.7M1
155CREDIT AGRICOLE S A$5.7M1
156Lansforsakringar Fondforvaltning AB (publ)$5.6M1
157HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$5.5M1
158Cetera Investment Advisers$5.5M1
159LOUISBOURG INVESTMENTS INC.$5.4M1
160Daiwa Securities Group Inc.$5.3M1
161TORONTO DOMINION BANK$5.3M1
162Resona Asset Management Co.,Ltd.$5.3M1
163FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$5.3M1
164EVR Research LP$5.2M1
165TWINBEECH CAPITAL LP$5.2M1
166ArchPoint Investors$5.1M1
167HighTower Advisors, LLC$5.0M1
168MILLENNIUM MANAGEMENT LLC$5.0M1
169PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$5.0M1
170PUBLIC SECTOR PENSION INVESTMENT BOARD$4.9M1
171LANDMARK INVESTMENT PARTNERS, L.P.$4.8M1
172LPL Financial LLC$4.8M1
173NISSAY ASSET MANAGEMENT CORP /JAPAN$4.8M1
174STATE OF MICHIGAN RETIREMENT SYSTEM$4.7M1
175Czech National Bank$4.7M1
176Arizona State Retirement System$4.6M1
177Mariner, LLC$4.4M1
178Connor, Clark & Lunn Investment Management Ltd.$4.3M1
179ABN AMRO INVESTMENT SOLUTIONS$4.2M1
180Dash Acquisitions Inc.$4.2M1
181ASHFORD CAPITAL MANAGEMENT INC$4.1M1
182WINTON GROUP Ltd$4.1M1
183MetLife Investment Management, LLC$4.1M1
184IEQ CAPITAL, LLC$4.0M1
185Swedbank AB$4.0M1
186Creative Planning$3.9M1
187SVB WEALTH LLC$3.9M1
188BANK OF NOVA SCOTIA$3.8M1
189Holocene Advisors, LP$3.8M1
190GILDER GAGNON HOWE & CO LLC$3.7M1
191Retirement Systems of Alabama$3.6M1
192Rakuten Investment Management, Inc.$3.6M1
193GUGGENHEIM CAPITAL LLC$3.6M1
194DnB Asset Management AS$3.6M1
195NORDEA INVESTMENT MANAGEMENT AB$3.5M1
196IFM Investors Pty Ltd$3.5M1
197Oak Thistle LLC$3.4M1
198VOYA INVESTMENT MANAGEMENT LLC$3.4M1
199EXCHANGE TRADED CONCEPTS, LLC$3.4M1
200CAXTON ASSOCIATES LLP$3.4M1
201SEB Asset Management AB$3.4M1
202Woodline Partners LP$3.3M1
203Atria Investments, Inc$3.3M1
204Solidarity Wealth, LLC$3.3M1
205FIFTH THIRD BANCORP$3.3M1
206MML INVESTORS SERVICES, LLC$3.2M1
207Corient Private Wealth LLC$3.2M1
208USS Investment Management Ltd$3.1M1
209ICICI Prudential Asset Management Co Ltd$3.1M1
210PLATINUM INVESTMENT MANAGEMENT LTD$3.1M1
211XPONANCE LLC$3.1M1
212Edgestream Partners, L.P.$3.0M1
213Vanderbilt University$3.0M1
214Trexquant Investment LP$2.9M1
215Walleye Trading LLC$2.9M1
216Blue Zone Wealth Advisors, LLC$2.9M1
217Havemeyer Place LP$2.9M1
218Inspire Investing, LLC$2.8M1
219Tower Research Capital LLC (TRC)$2.8M1
220Utah Retirement Systems$2.7M1
221HB Wealth Management, LLC$2.7M1
222Linden Thomas Advisory Services, LLC$2.7M1
223Man Group plc$2.6M1
224Buttonwood Financial Advisors Inc.$2.6M1
225AMERICAN CENTURY COMPANIES INC$2.5M1
226US BANCORP \DE\$2.4M1
227IVY LANE CAPITAL MANAGEMENT, LLC$2.4M1
228NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.4M1
229BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.4M1
230Americana Partners, LLC$2.3M1
231Sumitomo Mitsui DS Asset Management Company, Ltd$2.3M1
232ALLIANZ SE$2.3M1
233NORTH STAR ASSET MANAGEMENT INC$2.2M1
234UniSuper Management Pty Ltd$2.2M1
235Itau Unibanco Holding S.A.$2.1M1
236Sequoia Financial Advisors, LLC$2.1M1
237TRUIST FINANCIAL CORP$2.1M1
238CWM, LLC$2.0M1
239WELLINGTON MANAGEMENT GROUP LLP$2.0M1
240Swiss Life Asset Management Ltd$2.0M1
241SHELTON CAPITAL MANAGEMENT$2.0M1
242OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.0M1
243Orion Porfolio Solutions, LLC$2.0M1
244MERCER GLOBAL ADVISORS INC /ADV$1.9M1
245Robeco Institutional Asset Management B.V.$1.9M1
246NATIONAL BANK OF CANADA /FI/$1.8M1
247MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.8M1
248Numerai GP LLC$1.8M1
249Federation des caisses Desjardins du Quebec$1.8M1
250Verdence Capital Advisors LLC$1.8M1
251New Age Alpha Advisors, LLC$1.8M1
252OP Asset Management Ltd$1.8M1
253YOUSIF CAPITAL MANAGEMENT, LLC$1.7M1
254STEPHENS INC /AR/$1.7M1
255NISA INVESTMENT ADVISORS, LLC$1.7M1
256Eurizon Capital SGR S.p.A.$1.7M1
257Knollwood Investment Advisory, LLC$1.7M1
258REGIONS FINANCIAL CORP$1.7M1
259Empowered Funds, LLC$1.7M1
260Oakum Bay Capital LLC$1.7M1
261ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1.7M1
262Norinchukin Bank, The$1.6M1
263Atom Investors LP$1.6M1
264NORDEN GROUP LLC$1.6M1
265MACQUARIE GROUP LTD$1.6M1
266Pathstone Holdings, LLC$1.6M1
267WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.5M1
268Portside Wealth Group, LLC$1.5M1
269Sanctuary Advisors, LLC$1.5M1
270Badgley Phelps Wealth Managers, LLC$1.5M1
271Fideuram Asset Management (Ireland) dac$1.5M1
272STOREBRAND ASSET MANAGEMENT AS$1.5M1
273Headlands Technologies LLC$1.4M1
274Qsemble Capital Management, LP$1.4M1
275SCOTIA CAPITAL INC.$1.4M1
276PERSONAL CFO SOLUTIONS, LLC$1.4M1
277FORMULA GROWTH LTD$1.4M1
278EagleClaw Capital Managment, LLC$1.4M1
279L. Roy Papp & Associates, LLP$1.3M1
280PROFUND ADVISORS LLC$1.3M1
281PRINCIPAL SECURITIES, INC.$1.3M1
282SCHRODER INVESTMENT MANAGEMENT GROUP$1.3M1
283Skylands Capital, LLC$1.3M1
284Barbara Oil Co.$1.3M1
285D.A. DAVIDSON & CO.$1.3M1
286QRG CAPITAL MANAGEMENT, INC.$1.2M1
287B. Metzler seel. Sohn & Co. AG$1.2M1
288OSAIC HOLDINGS, INC.$1.2M1
289AXQ CAPITAL, LP$1.2M1
290Investment Management Corp of Ontario$1.2M1
291Vanguard Personalized Indexing Management, LLC$1.2M1
292Malaga Cove Capital, LLC$1.2M1
293&PARTNERS$1.1M1
294Allianz Asset Management GmbH$1.1M1
295DRW Securities, LLC$1.1M1
296Three Seasons Wealth, LLC$1.1M1
297Ethic Inc.$1.1M1
298Harbor Advisors LLC$1.1M1
299PRUDENTIAL PLC$1.1M1
300PEAK6 LLC$1.1M1
301MIZUHO SECURITIES USA LLC$1.0M1
302Gibbs Wealth Management$1.0M1
303Tidal Investments LLC$999K1
304ExodusPoint Capital Management, LP$988K1
305HARTFORD INVESTMENT MANAGEMENT CO$980K1
306Summit Trail Advisors, LLC$959K1
307ALPS ADVISORS INC$954K1
308Crossmark Global Holdings, Inc.$945K1
309KEYBANK NATIONAL ASSOCIATION/OH$935K1
310Third View Private Wealth, LLC$916K1
311DoubleLine ETF Adviser LP$891K1
312ASR Vermogensbeheer N.V.$885K1
313Intellectus Partners, LLC$879K1
314OMERS ADMINISTRATION Corp$872K1
315Candriam S.C.A.$868K1
316Graham Capital Management, L.P.$862K1
317Maryland State Retirement & Pension System$856K1
318Institute for Wealth Management, LLC.$853K1
319Wealthfront Advisers LLC$845K1
320DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$831K1
321O'SHAUGHNESSY ASSET MANAGEMENT, LLC$829K1
322COMMERCE BANK$825K1
323M&T BANK CORP$814K1
324AE Wealth Management LLC$800K1
325EntryPoint Capital, LLC$798K1
326TOKIO MARINE ASSET MANAGEMENT CO LTD$798K1
327MATTERN CAPITAL MANAGEMENT, LLC$797K1
328BOOTHBAY FUND MANAGEMENT, LLC$786K1
329Capital International, Inc./CA/$779K1
330Ameritas Investment Partners, Inc.$768K1
331PARAGON CAPITAL MANAGEMENT INC$741K1
332FIRST FOUNDATION ADVISORS$738K1
333GUIDANCE CAPITAL, INC$733K1
334Quotient Wealth Partners, LLC$731K1
335Allspring Global Investments Holdings, LLC$725K1
336MUFG Securities EMEA plc$701K1
337Pacific Capital Partners Ltd$698K1
338Chicago Partners Investment Group LLC$696K1
339PRELUDE CAPITAL MANAGEMENT, LLC$694K1
340QUADRANT CAPITAL GROUP LLC$680K1
341RMR Wealth Builders$669K1
342DIVERSIFY WEALTH MANAGEMENT, LLC$668K1
343Dynamic Technology Lab Private Ltd$668K1
344Osmosis Investment Management UK Ltd$661K1
345Callan Family Office, LLC$659K1
346NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$654K1
347Sterling Capital Management LLC$646K1
348Redmond Asset Management, LLC$642K1
349BENJAMIN EDWARDS INC$641K1
350NewEdge Wealth, LLC$637K1
351Farringdon Capital, Ltd.$633K1
352Lincoln Capital LLC$633K1
353Saudi Central Bank$631K1
354Vident Advisory, LLC$606K1
355PKO Investment Management Joint-Stock Co$605K1
356E Fund Management Co., Ltd.$602K1
357UMB Bank, n.a.$584K1
358Lido Advisors, LLC$577K1
359MOODY NATIONAL BANK TRUST DIVISION$576K1
360Banque Cantonale Vaudoise$566K1
361Vestmark Advisory Solutions, Inc.$562K1
362AXA S.A.$561K1
363COMMONWEALTH EQUITY SERVICES, LLC$560K1
364Salvus Wealth Management, LLC$559K1
365E. Ohman J:or Asset Management AB$557K1
366Meiji Yasuda Life Insurance Co$553K1
367Premier Path Wealth Partners, LLC$550K1
368BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$549K1
369Larson Financial Group LLC$548K1
370NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$547K1
371BANQUE PICTET & CIE SA$547K1
372ASSETMARK, INC$539K1
373Caitong International Asset Management Co., Ltd$536K1
374Merit Financial Group, LLC$520K1
375REGATTA CAPITAL GROUP, LLC$517K1
376Westerkirk Capital Inc.$508K1
377AIGEN INVESTMENT MANAGEMENT, LP$502K1
378North Dakota State Investment Board$487K1
379Potomac Capital Management, Inc.$484K1
380Metis Global Partners, LLC$484K1
381Avanza Fonder AB$475K1
382MUFG SECURITIES AMERICAS INC.$473K1
383AZZAD ASSET MANAGEMENT INC /ADV$464K1
384Composition Wealth, LLC$463K1
385POSTROCK PARTNERS LLC$461K1
386SECURIAN ASSET MANAGEMENT, INC$461K1
387Quantbot Technologies LP$446K1
388Bridgefront Capital, LLC$436K1
389INTECH INVESTMENT MANAGEMENT LLC$436K1
390Baird Financial Group, Inc.$433K1
391Gilbert & Cook, Inc.$431K1
392Compound Planning, Inc.$431K1
393UNITED CAPITAL FINANCIAL ADVISORS, LLC$426K1
394Capula Management Ltd$421K1
395Arax Advisory Partners$420K1
396Jefferies Financial Group Inc.$415K1
397Accretive Wealth Partners, LLC$413K1
398Perennial Investment Advisors, LLC$410K1
399111 Capital$404K1
400Grove Bank & Trust$403K1
401Cresset Asset Management, LLC$402K1
402Magnetar Financial LLC$400K1
403Perbak Capital Partners LLP$400K1
404Neo Ivy Capital Management$399K1
405CAPSTONE INVESTMENT ADVISORS, LLC$388K1
406TWO SIGMA SECURITIES, LLC$388K1
407NICOLET BANKSHARES INC$388K1
408Brevan Howard Capital Management LP$383K1
409Hills Bank & Trust Co$381K1
410Alliance Wealth Advisors, LLC /UT$379K1
411POTOMAC FUND MANAGEMENT INC /ADV$379K1
412DAVENPORT & Co LLC$375K1
413Laird Norton Wetherby Trust Company, LLC$371K1
414Beacon Pointe Advisors, LLC$366K1
415WEALTH ALLIANCE, LLC$365K1
416CONNABLE OFFICE INC$363K1
417Caprock Group, LLC$362K1
418PATTEN & PATTEN INC/TN$353K1
419Voya Financial Advisors, Inc.$349K1
420Assenagon Asset Management S.A.$347K1
421Plato Investment Management Ltd$346K1
422Hillman Capital Management, Inc.$345K1
423Rothschild Wealth LLC$341K1
424Focus Partners Advisor Solutions, LLC$337K1
425Empirical Finance, LLC$332K1
426CHICAGO TRUST Co NA$328K1
427Aaron Wealth Advisors LLC$328K1
428Bayesian Capital Management, LP$327K1
429Pitcairn Wealth Advisors LLC$326K1
430Castleview Partners, LLC$323K1
431Conestoga Capital Advisors, LLC$317K1
432NATIXIS$308K1
433TEMA ETFS LLC$304K1
434Sowell Financial Services LLC$302K1
435STANSBERRY ASSET MANAGEMENT, LLC$301K1
436Pallas Capital Advisors LLC$300K1
437World Investment Advisors$295K1
438CHOREO, LLC$294K1
439Ramiah Investment Group$291K1
440Blueshift Asset Management, LLC$282K1
441Snowden Capital Advisors LLC$280K1
442Wheels Up Wealth, Inc.$280K1
443IMC-Chicago, LLC$268K1
444COLDSTREAM CAPITAL MANAGEMENT INC$264K1
445SIG BROKERAGE, LP$259K1
446Savvy Advisors, Inc.$258K1
447B.O.S.S. Retirement Advisors, LLC$257K1
448BALYASNY ASSET MANAGEMENT L.P.$255K1
449TEACHER RETIREMENT SYSTEM OF TEXAS$254K1
450CIBC WORLD MARKET INC.$254K1
451Vontobel Holding Ltd.$254K1
452Baron Wealth Management LLC$253K1
453Integrated Advisors Network LLC$248K1
454Brooklyn Investment Group$247K1
455Davidson Kahn Capital Management, LLC$247K1
456Perigon Wealth Management, LLC$246K1
457BAKER TILLY WEALTH MANAGEMENT, LLC$245K1
458Rockefeller Capital Management L.P.$245K1
459Prestige Wealth Management Group LLC$243K1
460GTS SECURITIES LLC$241K1
461Riverview Capital Advisers, LLC$241K1
462EVOLVE PRIVATE WEALTH, LLC$241K1
463Siemens Fonds Invest GmbH$240K1
464HENGEHOLD CAPITAL MANAGEMENT LLC$239K1
465FIDELIS CAPITAL PARTNERS, LLC$233K1
466NOMURA HOLDINGS INC$231K1
467GROUPAMA ASSET MANAGMENT$230K1
468SAPIENT CAPITAL LLC$223K1
469FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$222K1
470Marks Group Wealth Management, Inc$220K1
471FOX RUN MANAGEMENT, L.L.C.$219K1
472MEEDER ASSET MANAGEMENT INC$218K1
473Pembroke Management, LTD$211K1
474Wallace Advisory Group, LLC$209K1
475MIRABELLA FINANCIAL SERVICES LLP$205K1
476Checchi Capital Advisers, LLC$204K1
477CADEN CAPITAL PARTNERS, LP$194K1
478EMERALD ADVISERS, LLC$194K1
479Leonteq Securities AG$191K1
480Parkside Financial Bank & Trust$172K1
481MAI Capital Management$160K1
482Allworth Financial LP$143K1
483Smartleaf Asset Management LLC$141K1
484VAN ECK ASSOCIATES CORP$140K1
485Generali Asset Management SPA SGR$130K1
486Quarry LP$129K1
487SIGNATUREFD, LLC$120K1
488TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$117K1
489OSLO PENSJONSFORSIKRING AS$93.1K1
490WESTPAC BANKING CORP$93.0K1
491MATHER GROUP, LLC.$87.5K1
492Livforsakringsbolaget Skandia, Omsesidigt$84.6K1
493Clearstead Advisors, LLC$79.2K1
494DELTA ASSET MANAGEMENT LLC/TN$71.0K1
495FINANCIAL CONSULATE, INC$70.0K1
496DARA CAPITAL US, INC.$69.9K1
497Steward Partners Investment Advisory, LLC$65.4K1
498E Fund Management (Hong Kong) Co., Ltd.$62.6K1
499HighMark Wealth Management LLC$52.3K1
500Eurizon SLJ Capital Ltd$51.6K1
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)7 buy / 2 sell
Congress net ($ bound)−$23.0K to $103K
Filers net (actions)not in build
Filers net ($ 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 CSGP

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for CSGP · financials and macro

Financials — as filed PLANNED

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