Public record / Tickers / CSL

CSL — CARLISLE COMPANIES INC

Both disclosure regimes on one name: who in Congress filed about CSL, 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
9
all PTR rows naming CSL
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
09-12
filed 2025-09-12
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

Gilbert Ray Cisneros, Jr. · $15.0K–$50.0K

Sale · traded 2020-07-20 → filed 2020-08-19. Ranked over every CSL row by the provable lower bound, never a point estimate.

No member disclosed CSL 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.

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

4 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. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CSL · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CSL
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-09-12Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 08-04 +39d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2025-05-14Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 04-07 +37d$1K–$15K
2024-11-12Shelley Moore Capito R–WVPurchase · SP (spouse-owned)Traded 10-08 +35d$1K–$15K
2022-01-10Robert C. "Bobby" Scott D–VA-3SaleTraded 2021-12-28 +13d$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 9 ↗

Members active in CSL

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

No member disclosed CSL in the trailing 12 months.

Congress ↔ notable managers · CSL

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

Adding
1 Gotham Asset Management $6.2M held
Trimming
1 Bridgewater Associates $7.9M held

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

Merged timeline of congressional filings and notable-manager moves on CSL
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+15,072 sh
2026-05-15Bridgewater Associates 13Ftrim−4,793 sh

2 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 CSL for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.4B1
2MORGAN STANLEY$916M1
3STATE STREET CORP$681M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$666M1
5VANGUARD CAPITAL MANAGEMENT LLC$611M1
6Bank of New York Mellon Corp$398M1
7SANDS CAPITAL MANAGEMENT, LLC$307M1
8FRANKLIN RESOURCES INC$282M1
9First Eagle Investment Management, LLC$265M1
10GEODE CAPITAL MANAGEMENT, LLC$258M1
11BARCLAYS PLC$223M1
12WELLS FARGO & COMPANY/MN$201M1
13Invesco Ltd.$177M1
14Focus Partners Wealth$175M1
15FIDUCIARY MANAGEMENT INC /WI/$165M1
16Madison Asset Management, LLC$151M1
17NORTHERN TRUST CORP$150M1
18FIRST MANHATTAN CO. LLC.$148M1
19UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$143M1
20Allspring Global Investments Holdings, LLC$138M1
21DIMENSIONAL FUND ADVISORS LP$135M1
22Corient Private Wealth LLC$133M1
23FMR LLC$126M1
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC$117M1
25Pictet Asset Management Holding SA$112M1
26Boston Partners$112M1
27Champlain Investment Partners, LLC$106M1
28MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$102M1
29ENVESTNET ASSET MANAGEMENT INC$100M1
30TRUIST FINANCIAL CORP$94.8M1
31Janus Henderson Group Ltd.$86.0M1
32VANGUARD FIDUCIARY TRUST CO$84.7M1
33Robeco Schweiz AG$83.3M1
34BANK OF AMERICA CORP /DE/$82.7M1
35Amundi$77.7M1
36CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$70.0M1
37LAZARD ASSET MANAGEMENT LLC$63.6M1
38TD ASSET MANAGEMENT INC$63.3M1
39UBS Group AG$59.5M1
40ROYAL BANK OF CANADA$54.5M1
41RENAISSANCE TECHNOLOGIES LLC$53.9M1
42Legal & General Group Plc$53.6M1
43Nuveen, LLC$51.8M1
44AQR CAPITAL MANAGEMENT LLC$51.5M1
45WELCH & FORBES LLC$46.9M1
46BAHL & GAYNOR INC$44.9M1
47Epoch Investment Partners, Inc.$43.9M1
48DEUTSCHE BANK AG\$43.7M1
49BANK OF MONTREAL /CAN/$43.3M1
50JOHNSON INVESTMENT COUNSEL INC$42.7M1
51FIRST TRUST ADVISORS LP$42.1M1
52AMERIPRISE FINANCIAL INC$41.7M1
53Swiss National Bank$40.9M1
54RAYMOND JAMES FINANCIAL INC$37.1M1
55PRINCIPAL FINANCIAL GROUP INC$31.7M1
56Retirement Systems of Alabama$31.6M1
57SCHWARTZ INVESTMENT COUNSEL INC$30.0M1
58Triodos Investment Management BV$29.9M1
59SEI INVESTMENTS CO$29.8M1
60Dixon Mitchell Investment Counsel Inc.$29.6M1
61Lodge Hill Capital, LLC$29.2M1
62LGT CAPITAL PARTNERS LTD.$28.9M1
63Sumitomo Mitsui Trust Group, Inc.$28.6M1
64O'SHAUGHNESSY ASSET MANAGEMENT, LLC$27.9M1
65CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$26.9M1
66SCHRODER INVESTMENT MANAGEMENT GROUP$26.7M1
67Swedbank AB$26.6M1
68Zurich Insurance Group Ltd/FI$26.0M1
69Employees Provident Fund Board$25.9M1
70Schonfeld Strategic Advisors LLC$25.2M1
71Copeland Capital Management, LLC$24.5M1
72ProShare Advisors LLC$24.5M1
73EXCALIBUR MANAGEMENT CORP$23.8M1
74HM PAYSON & CO$23.3M1
75Korea Investment CORP$21.6M1
76BNP Paribas Asset Management Holding S.A.$20.6M1
77KCM INVESTMENT ADVISORS LLC$19.5M1
78WAYCROSS PARTNERS, LLC$18.8M1
79VICTORY CAPITAL MANAGEMENT INC$16.9M1
80ALLIANCEBERNSTEIN L.P.$16.8M1
81Birch Hill Investment Advisors LLC$16.4M1
82Connor, Clark & Lunn Investment Management Ltd.$16.2M1
83WEDGE CAPITAL MANAGEMENT L L P/NC$16.1M1
84Distillate Capital Partners LLC$15.9M1
85WELLINGTON MANAGEMENT GROUP LLP$15.0M1
86Mediolanum International Funds Ltd$14.8M1
87Mitsubishi UFJ Asset Management Co., Ltd.$14.6M1
88Glenview Trust Co$14.4M1
89CITADEL ADVISORS LLC$13.5M1
90STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$12.7M1
91AVIVA PLC$12.7M1
92Running Oak Capital LLC$12.7M1
93Squarepoint Ops LLC$12.4M1
94Man Group plc$11.9M1
95HighTower Advisors, LLC$11.3M1
96STIFEL FINANCIAL CORP$10.9M1
97AMERICAN CENTURY COMPANIES INC$10.8M1
98STANSBERRY ASSET MANAGEMENT, LLC$10.7M1
991832 Asset Management L.P.$10.5M1
100NOVARE CAPITAL MANAGEMENT LLC$10.3M1
101Moran Wealth Management, LLC$10.1M1
102STOREBRAND ASSET MANAGEMENT AS$9.8M1
103THOMPSON DAVIS & CO., INC.$9.7M1
104Universal- Beteiligungs- und Servicegesellschaft mbH$9.6M1
105Channing Capital Management, LLC$9.5M1
106Mitsubishi UFJ Trust & Banking Corp$9.3M1
107Atom Investors LP$9.2M1
108LPL Financial LLC$9.2M1
109MANUFACTURERS LIFE INSURANCE COMPANY, THE$9.1M1
110NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$9.0M1
111United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$9.0M1
112MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.7M1
113Roundview Capital LLC$8.5M1
114STATE OF WISCONSIN INVESTMENT BOARD$8.4M1
115Leith Wheeler Investment Counsel Ltd.$8.4M1
116Alley Investment Management Company, LLC$8.3M1
117Guinness Asset Management LTD$8.0M1
118Bridgewater Associates, LP$7.9M1
119HSBC HOLDINGS PLC$7.6M1
120NISA INVESTMENT ADVISORS, LLC$7.4M1
121YHB Investment Advisors, Inc.$7.1M1
122CITIGROUP INC$7.1M1
123VANGUARD ASSET MANAGEMENT, Ltd$7.0M1
124KWMG, LLC$7.0M1
125Quantinno Capital Management LP$7.0M1
126VELA Investment Management, LLC$7.0M1
127MML INVESTORS SERVICES, LLC$6.9M1
128Curi Capital, LLC$6.8M1
129SEB Asset Management AB$6.8M1
130Zurcher Kantonalbank (Zurich Cantonalbank)$6.7M1
131NORDEA INVESTMENT MANAGEMENT AB$6.6M1
132Vanguard Investments Australia, Ltd.$6.6M1
133FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$6.5M1
134EULAV Asset Management$6.5M1
135Robeco Institutional Asset Management B.V.$6.3M1
136BROWN ADVISORY INC$6.3M1
137Marks Group Wealth Management, Inc$6.3M1
138INTECH INVESTMENT MANAGEMENT LLC$6.3M1
139Gotham Asset Management, LLC$6.2M1
140ROYAL LONDON ASSET MANAGEMENT LTD$6.1M1
141OSAIC HOLDINGS, INC.$6.1M1
142MILLENNIUM MANAGEMENT LLC$6.0M1
143OPPENHEIMER & CO INC$6.0M1
144Grantham, Mayo, Van Otterloo & Co. LLC$5.8M1
145FIFTH THIRD BANCORP$5.8M1
146Kinsale Capital Group, Inc.$5.8M1
147&PARTNERS$5.8M1
148Tredje AP-fonden$5.6M1
149WORLDQUANT MILLENNIUM ADVISORS LLC$5.6M1
150NOMURA ASSET MANAGEMENT CO LTD$5.6M1
151Vanguard Global Advisers, LLC$5.5M1
152Mawer Investment Management Ltd.$5.4M1
153Henshaw Capital LLC$5.4M1
154Ameritas Investment Partners, Inc.$5.4M1
155Cetera Investment Advisers$5.3M1
156HEARTLAND ADVISORS INC$5.2M1
157Asset Management One Co., Ltd.$5.2M1
158Illinois Municipal Retirement Fund$5.2M1
159Havemeyer Place LP$5.1M1
160KLP KAPITALFORVALTNING AS$5.0M1
161River Wealth Advisors LLC$5.0M1
162SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.9M1
163Greenfield Seitz Capital Management, LLC$4.9M1
164VOYA INVESTMENT MANAGEMENT LLC$4.8M1
165PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$4.8M1
166State of New Jersey Common Pension Fund D$4.7M1
167XTX Topco Ltd$4.6M1
168Lansforsakringar Fondforvaltning AB (publ)$4.5M1
169DnB Asset Management AS$4.5M1
170Watchman Group, Inc.$4.4M1
171Creative Planning$4.2M1
172YOUSIF CAPITAL MANAGEMENT, LLC$4.2M1
173Resona Asset Management Co.,Ltd.$4.2M1
174Next Level Private LLC$4.1M1
175HANCOCK WHITNEY CORP$4.0M1
176Aberdeen Group plc$3.8M1
177Meiji Yasuda Asset Management Co Ltd.$3.8M1
178Arizona State Retirement System$3.8M1
179Ensign Peak Advisors, Inc$3.6M1
180Assenagon Asset Management S.A.$3.6M1
181STATE OF MICHIGAN RETIREMENT SYSTEM$3.5M1
182BURNEY CO/$3.5M1
183DANSKE BANK A/S$3.5M1
184Kestra Advisory Services, LLC$3.4M1
185COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.4M1
186OFI INVEST ASSET MANAGEMENT$3.4M1
187IFM Investors Pty Ltd$3.4M1
1884D Advisors, LLC$3.3M1
189OMERS ADMINISTRATION Corp$3.2M1
190Covea Finance$3.1M1
191Swiss Life Asset Management Ltd$3.1M1
192Steward Partners Investment Advisory, LLC$3.1M1
193NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$3.0M1
194Vestmark Advisory Solutions, Inc.$2.9M1
1952Xideas AG$2.8M1
196Summit Trail Advisors, LLC$2.8M1
197OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.8M1
198National Pension Service$2.7M1
199ABN AMRO INVESTMENT SOLUTIONS$2.7M1
200Cerity Partners LLC$2.7M1
201XPONANCE LLC$2.6M1
202PFG Advisors$2.6M1
203Summit Financial, LLC$2.6M1
204PARSONS CAPITAL MANAGEMENT INC/RI$2.6M1
205Procyon Advisors, LLC$2.5M1
206ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$2.5M1
207DAVENPORT & Co LLC$2.4M1
208Inspire Investing, LLC$2.4M1
209Trexquant Investment LP$2.3M1
210Daiwa Securities Group Inc.$2.3M1
211US BANCORP \DE\$2.3M1
212Empowered Funds, LLC$2.3M1
213MAI Capital Management$2.3M1
214Pathstone Holdings, LLC$2.2M1
215Utah Retirement Systems$2.2M1
216COMMONWEALTH EQUITY SERVICES, LLC$2.2M1
217Y-Intercept (Hong Kong) Ltd$2.2M1
218Envestnet Portfolio Solutions, Inc.$2.2M1
219Wescott Financial Advisory Group, LLC$2.1M1
220FIRST NATIONAL BANK OF OMAHA$2.1M1
221MERCER GLOBAL ADVISORS INC /ADV$2.1M1
222DIVERSIFIED MANAGEMENT INC$2.0M1
223Carnegie Investment Counsel$2.0M1
224NISSAY ASSET MANAGEMENT CORP /JAPAN$2.0M1
225Orion Porfolio Solutions, LLC$2.0M1
226Vanguard Personalized Indexing Management, LLC$1.9M1
227BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.9M1
228SHAYNE & JACOBS, LLC$1.9M1
229Advisors Asset Management, Inc.$1.9M1
230ROMANO BROTHERS AND COMPANY$1.9M1
231Chesley Taft & Associates LLC$1.9M1
232Walleye Capital LLC$1.9M1
233TORONTO DOMINION BANK$1.8M1
234Stonebridge Financial Group, LLC$1.8M1
235Vest Financial, LLC$1.8M1
236CANANDAIGUA NATIONAL CORP$1.7M1
237Callan Family Office, LLC$1.7M1
238Bank Julius Baer & Co. Ltd, Zurich$1.7M1
239Lifestyle Asset Management, Inc.$1.7M1
240Rehmann Capital Advisory Group$1.7M1
241Sumitomo Mitsui DS Asset Management Company, Ltd$1.7M1
242HARRIS ASSOCIATES L P$1.7M1
243Rockefeller Capital Management L.P.$1.6M1
244Mirabaud Asset Management Ltd$1.6M1
245Meiji Yasuda Life Insurance Co$1.6M1
246Aptus Capital Advisors, LLC$1.6M1
247Eurizon Capital SGR S.p.A.$1.6M1
248ALPS ADVISORS INC$1.6M1
249Sepio Capital, LP$1.6M1
250FIRST CITIZENS BANK & TRUST CO$1.5M1
251Prospera Financial Services Inc$1.5M1
252Aware Super Pty Ltd as trustee of Aware Super$1.5M1
253Sterling Capital Management LLC$1.5M1
254OP Asset Management Ltd$1.5M1
255M&T BANK CORP$1.4M1
256Tidal Investments LLC$1.4M1
257Generali Asset Management SPA SGR$1.4M1
258Calamos Advisors LLC$1.4M1
259Brevan Howard Capital Management LP$1.3M1
260Merit Financial Group, LLC$1.3M1
261STANCE CAPITAL LLC$1.3M1
262SevenBridge Financial Group, LLC$1.3M1
263Lombard Odier Asset Management (Switzerland) SA$1.3M1
264BRIDGEWAY CAPITAL MANAGEMENT, LLC$1.3M1
265TOCQUEVILLE ASSET MANAGEMENT L.P.$1.3M1
266Diversified Trust Co$1.2M1
267Cordatus Wealth Management LLC$1.2M1
268QUADRANT CAPITAL GROUP LLC$1.2M1
269Oak Thistle LLC$1.2M1
270Private Advisor Group, LLC$1.2M1
271Ethic Inc.$1.2M1
272CWM, LLC$1.2M1
273Wilmington Savings Fund Society, FSB$1.1M1
274Groupe la Francaise$1.1M1
275NOVEM GROUP$1.1M1
276RITHOLTZ WEALTH MANAGEMENT$1.1M1
277FEDERATED HERMES, INC.$1.1M1
278WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.0M1
279Allianz Asset Management GmbH$1.0M1
280Graham Capital Management, L.P.$1.0M1
281MACQUARIE GROUP LTD$1.0M1
282Dai-ichi Life Insurance Company, Ltd$1.0M1
283Candriam S.C.A.$1.0M1
284SECURIAN ASSET MANAGEMENT, INC$1.0M1
285PRUDENTIAL FINANCIAL INC$1.0M1
286Investment Management Corp of Ontario$999K1
287Quantbot Technologies LP$998K1
288HB Wealth Management, LLC$992K1
289BANK OF NOVA SCOTIA$991K1
290Mraz, Amerine & Associates, Inc.$989K1
291PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$987K1
292TCFG WEALTH MANAGEMENT, LLC$981K1
293TCFG Investment Advisors, LLC$981K1
294Baird Financial Group, Inc.$981K1
295Tributary Capital Management, LLC$980K1
296BHK Investment Advisors, LLC$970K1
297Vident Advisory, LLC$960K1
298COMMERCE BANK$943K1
299Equitable Holdings, Inc.$943K1
300Ramirez Asset Management, Inc.$942K1
301PEAK6 LLC$933K1
302Avior Wealth Management, LLC$932K1
303CIBC Bancorp USA Inc.$923K1
304Bridgefront Capital, LLC$901K1
305Clarion Wealth Managment Partners, LLC$894K1
306Sanctuary Advisors, LLC$889K1
307First Pacific Advisors, LP$878K1
308Beacon Pointe Advisors, LLC$870K1
309WRIGHT INVESTORS SERVICE INC$861K1
310NOMURA HOLDINGS INC$857K1
311NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$837K1
312AMG National Trust Bank$826K1
313Federation des caisses Desjardins du Quebec$825K1
314Invst, LLC$821K1
315KEYBANK NATIONAL ASSOCIATION/OH$815K1
316Northwest & Ethical Investments L.P.$783K1
317Dynamic Technology Lab Private Ltd$781K1
318Marshall Financial Group, LLC$776K1
319BLB&B Advisors, LLC$769K1
320Atria Investments, Inc$763K1
321Verdence Capital Advisors LLC$747K1
322AlTi Global, Inc.$741K1
323TWO SIGMA INVESTMENTS, LP$741K1
324ABN AMRO Bank N.V.$740K1
325Crossmark Global Holdings, Inc.$739K1
326Lido Advisors, LLC$736K1
327RENAISSANCE GROUP LLC$732K1
328COLDSTREAM CAPITAL MANAGEMENT INC$731K1
329Numerai GP LLC$728K1
330CIBC Asset Management Inc$721K1
331SummitTX Capital, L.P.$711K1
332Maryland State Retirement & Pension System$704K1
333NewEdge Advisors, LLC$702K1
334Clear Creek Financial Management, LLC$696K1
335MACKENZIE FINANCIAL CORP$693K1
336Stonebrook Private Inc.$690K1
337QRG CAPITAL MANAGEMENT, INC.$689K1
338Concurrent Investment Advisors, LLC$687K1
339KESTRA PRIVATE WEALTH SERVICES, LLC$684K1
340TOKIO MARINE ASSET MANAGEMENT CO LTD$682K1
341CI INVESTMENTS INC.$681K1
342Sylvest Advisors, LLC$674K1
343Brooklyn Investment Group$673K1
344Sierra Legacy Group$669K1
345MONETA GROUP INVESTMENT ADVISORS LLC$667K1
346Douglass Winthrop Advisors, LLC$667K1
347Laird Norton Wetherby Trust Company, LLC$663K1
348Radnor Capital Management, LLC$661K1
349Legacy Capital Wealth Partners, LLC$635K1
350Sendero Wealth Management, LLC$627K1
351New Republic Capital, LLC$622K1
352CHOREO, LLC$619K1
353PRUDENTIAL PLC$609K1
354CREDIT AGRICOLE S A$609K1
355Alhambra Investment Management LLC$608K1
356PATRON PARTNERS, LLC$604K1
357Sequoia Financial Advisors, LLC$593K1
358Quadrature Capital Ltd$592K1
359MOODY NATIONAL BANK TRUST DIVISION$584K1
360NewEdge Wealth, LLC$579K1
361Osmosis Investment Management UK Ltd$575K1
362XML Financial, LLC$565K1
363Concentric Capital Strategies, LP$547K1
364Guinness Atkinson Asset Management Inc$544K1
365OneDigital Investment Advisors LLC$537K1
366Marble Harbor Investment Counsel, LLC$534K1
367LBP AM SA$528K1
368First National Advisers, LLC$525K1
369Mariner, LLC$502K1
370JANE STREET GROUP, LLC$484K1
371Kepler Cheuvreux (Suisse) SA$483K1
372L2 Asset Management, LLC$482K1
373Y.D. More Investments Ltd$471K1
374Net Worth Advisory Group$469K1
375Dakota Wealth Management$465K1
376SHELTON CAPITAL MANAGEMENT$459K1
377Advisor OS, LLC$458K1
378Riverwater Partners LLC$457K1
379PRINCIPAL SECURITIES, INC.$449K1
380EVERGREEN CAPITAL MANAGEMENT LLC$447K1
381NICOLET BANKSHARES INC$446K1
382Dana Investment Advisors, Inc.$444K1
383Tower Research Capital LLC (TRC)$441K1
384B. Metzler seel. Sohn & Co. AG$440K1
385NATIONAL BANK OF CANADA /FI/$438K1
386EASTERN BANK$434K1
387AE Wealth Management LLC$424K1
388EP Wealth Advisors, LLC$422K1
389One Wealth Advisors, LLC$422K1
390Savant Capital, LLC$412K1
391STEPHENS INC /AR/$409K1
392North Dakota State Investment Board$404K1
393TRED AVON FAMILY WEALTH, LLC$403K1
394ALPINE WOODS CAPITAL INVESTORS, LLC$400K1
395OLIO Financial Planning$399K1
396Mutual Advisors, LLC$398K1
397CLARK FINANCIAL SERVICES GROUP INC /BD$390K1
398Cadent Capital Advisors, LLC$390K1
399WBH ADVISORY INC$384K1
400Connecticut Wealth Management, LLC$384K1
401Vontobel Holding Ltd.$378K1
402State of Wyoming$377K1
403MANNING & NAPIER ADVISORS LLC$376K1
404Resonant Capital Advisors, LLC$375K1
405Larson Financial Group LLC$373K1
406FIDUCIARY TRUST CO$368K1
407SEEDS INVESTOR LLC$366K1
408denkapparat Operations GmbH$362K1
409CARDIFF PARK ADVISORS, LLC$361K1
410Portland Global Advisors LLC$359K1
411Aquatic Capital Management LLC$357K1
412Dorato Capital Management$357K1
413Vise Technologies, Inc.$350K1
414WCM INVESTMENT MANAGEMENT, LLC$350K1
415PANAGORA ASSET MANAGEMENT INC$350K1
416Gryphon Financial Partners LLC$349K1
417Kestra Investment Management, LLC$347K1
418R Squared Ltd$345K1
419Perpetual Ltd$343K1
420UNITED CAPITAL FINANCIAL ADVISORS, LLC$336K1
421Checchi Capital Advisers, LLC$330K1
422Wilkins Miller Wealth Management, LLC$320K1
423GATEWAY INVESTMENT ADVISERS LLC$310K1
424MIRABELLA FINANCIAL SERVICES LLP$309K1
425MONARCH CAPITAL MANAGEMENT INC$306K1
426AIGEN INVESTMENT MANAGEMENT, LP$305K1
427ROCKLAND TRUST CO$300K1
428LGT Fund Management Co Ltd.$300K1
429Financial Planning Hawaii, Inc.$295K1
430Rice Partnership, LLC$292K1
431PROFUND ADVISORS LLC$288K1
432Astoria Portfolio Advisors LLC.$281K1
433Patten Group, Inc.$279K1
434Atlantic Union Bankshares Corp$278K1
435CHILDRESS CAPITAL ADVISORS, LLC$272K1
436Leonteq Securities AG$269K1
437Wedmont Private Capital$268K1
438TrueWealth Advisors, LLC$267K1
439UniSuper Management Pty Ltd$267K1
440Tradition Wealth Management, LLC$260K1
441TD Waterhouse Canada Inc.$260K1
442Sunburst Financial Group, LLC$259K1
443Apollon Wealth Management, LLC$256K1
444FLORIDA FINANCIAL ADVISORS, LLC$256K1
445JOURNEY STRATEGIC WEALTH LLC$255K1
446Geneos Wealth Management Inc.$250K1
447SPIREPOINT PRIVATE CLIENT, LLC$248K1
448Composition Wealth, LLC$245K1
449World Investment Advisors$245K1
450LEVEL FOUR ADVISORY SERVICES, LLC$245K1
451Malaga Cove Capital, LLC$244K1
452Advisors Capital Management, LLC$243K1
453Allegheny Financial Group$241K1
454Ascent Group, LLC$237K1
455Westerkirk Capital Inc.$236K1
456CITIZENS FINANCIAL GROUP INC/RI$234K1
457Snowden Capital Advisors LLC$234K1
458Evercore Wealth Management, LLC$234K1
459Coastal Bridge Advisors, LLC$232K1
460Wealthfront Advisers LLC$232K1
461Cresset Asset Management, LLC$231K1
462GENESIS PRIVATE WEALTH, LLC$231K1
463Compound Planning, Inc.$228K1
464Inspire Advisors, LLC$228K1
465LVW Advisors, LLC$228K1
466Bryn Mawr Trust Advisors, LLC$226K1
467MISSION WEALTH MANAGEMENT, LP$226K1
468Lebenthal Global Advisors, LLC$222K1
469ASR Vermogensbeheer N.V.$220K1
470Centiva Capital, LP$214K1
471Gateway Wealth Partners, LLC$212K1
472MCF Advisors LLC$211K1
473TEACHER RETIREMENT SYSTEM OF TEXAS$208K1
474BOOTHBAY FUND MANAGEMENT, LLC$208K1
475Siemens Fonds Invest GmbH$206K1
476Cornerstone Wealth Group, LLC$205K1
477BLAIR WILLIAM & CO/IL$203K1
478HUB Investment Partners, LLC$201K1
479OSLO PENSJONSFORSIKRING AS$199K1
480Arax Advisory Partners$193K1
481UMB Bank, n.a.$189K1
482ASSETMARK, INC$177K1
483Deseret Mutual Benefit Administrators$174K1
484MATHER GROUP, LLC.$171K1
485Livforsakringsbolaget Skandia, Omsesidigt$167K1
486Annis Gardner Whiting Capital Advisors, LLC$157K1
487Allworth Financial LP$147K1
488PARADIGM ASSET MANAGEMENT CO LLC$133K1
489RMG Wealth Management LLC$127K1
490Caldwell Trust Co$112K1
491Blue Trust, Inc.$108K1
492MV CAPITAL MANAGEMENT, INC.$108K1
493FIL Ltd$104K1
494Transamerica Financial Advisors, LLC$99.8K1
495Mirae Asset Global Investments Co., Ltd.$96.8K1
496BEACON INVESTMENT ADVISORY SERVICES, INC.$83.4K1
497SIGNATUREFD, LLC$74.4K1
498Caitong International Asset Management Co., Ltd$74.1K1
499AKO CAPITAL LLP$67.2K1
500Hilltop National Bank$66.7K1
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)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 CSL

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for CSL · financials and macro

Financials — as filed PLANNED

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