Public record / Tickers / CW

CW — CURTISS WRIGHT CORP

Both disclosure regimes on one name: who in Congress filed about CW, 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
4
all PTR rows naming CW
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-13
filed 2025-08-13
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

Virginia Foxx · $15.0K–$50.0K

Sale · traded 2015-07-24 → filed 2015-08-12. Ranked over every CW row by the provable lower bound, never a point estimate.

No member disclosed CW 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.

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

2 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. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CW · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CW
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 07-22 +22d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 07-10 +34d$1K–$15K
2015-08-12Virginia Foxx R–NC-5Sale · JT (jointly owned)Traded 07-24 +19d$15K–$50K
2015-04-03Virginia Foxx R–NC-5Purchase · JT (jointly owned)Traded 03-25 +9d$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 4 ↗

Members active in CW

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

No member disclosed CW in the trailing 12 months.

Congress ↔ notable managers · CW

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 $49.0M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · CURTISS WRIGHT CORP

Merged timeline of congressional filings and notable-manager moves on CW
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+8,010 sh
2026-05-15Tudor Investment Corp 13Ftrim−28,331 sh
2026-05-15Bridgewater Associates 13Ftrim−35,624 sh

3 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 CW for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$3.1B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.1B1
3STATE STREET CORP$1.1B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$1.1B1
5Invesco Ltd.$880M1
6GEODE CAPITAL MANAGEMENT, LLC$637M1
7MASSACHUSETTS FINANCIAL SERVICES CO /MA/$529M1
8TD ASSET MANAGEMENT INC$484M1
9AQR CAPITAL MANAGEMENT LLC$395M1
10PRIMECAP MANAGEMENT CO/CA/$366M1
11FRANKLIN RESOURCES INC$332M1
12FMR LLC$284M1
13MORGAN STANLEY$282M1
14Bank of New York Mellon Corp$273M1
15AMERICAN CENTURY COMPANIES INC$266M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$227M1
17NORTHERN TRUST CORP$217M1
18Allspring Global Investments Holdings, LLC$197M1
19DIMENSIONAL FUND ADVISORS LP$165M1
20WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$158M1
21VANGUARD FIDUCIARY TRUST CO$156M1
22CONGRESS ASSET MANAGEMENT CO$155M1
23DRIEHAUS CAPITAL MANAGEMENT LLC$154M1
24FIRST TRUST ADVISORS LP$140M1
25Fiera Capital Corp$139M1
26Sumitomo Mitsui Trust Group, Inc.$139M1
27UBS Group AG$127M1
28ALLIANCEBERNSTEIN L.P.$126M1
29BANK OF AMERICA CORP /DE/$122M1
30BLAIR WILLIAM & CO/IL$114M1
31Quantinno Capital Management LP$111M1
32Swedbank AB$110M1
33AMERIPRISE FINANCIAL INC$108M1
34VICTORY CAPITAL MANAGEMENT INC$107M1
35AXIOM INVESTORS LLC /DE$104M1
36ENVESTNET ASSET MANAGEMENT INC$104M1
37UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$102M1
38Nuveen, LLC$98.5M1
39BNP Paribas Asset Management Holding S.A.$90.6M1
40DEUTSCHE BANK AG\$88.3M1
41Fisher Asset Management, LLC$83.6M1
42Legal & General Group Plc$80.2M1
43TD Waterhouse Canada Inc.$79.0M1
44BROWN ADVISORY INC$78.1M1
45Clark Capital Management Group, Inc.$75.8M1
46Swiss National Bank$73.7M1
47Amundi$71.4M1
48WEDGE CAPITAL MANAGEMENT L L P/NC$61.3M1
49LAZARD ASSET MANAGEMENT LLC$60.6M1
50WELLS FARGO & COMPANY/MN$60.3M1
51ArrowMark Colorado Holdings LLC$59.6M1
52Retirement Systems of Alabama$59.2M1
53PRINCIPAL FINANCIAL GROUP INC$58.8M1
54RAYMOND JAMES FINANCIAL INC$57.9M1
55SEI INVESTMENTS CO$57.1M1
56Baird Financial Group, Inc.$55.9M1
57JANE STREET GROUP, LLC$55.4M1
58Hardman Johnston Global Advisors LLC$53.3M1
59SCHRODER INVESTMENT MANAGEMENT GROUP$51.4M1
60PANAGORA ASSET MANAGEMENT INC$50.3M1
61Vident Advisory, LLC$49.3M1
62Gotham Asset Management, LLC$49.0M1
63CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$48.6M1
64CIBC Bancorp USA Inc.$45.9M1
65LPL Financial LLC$45.5M1
66CITADEL ADVISORS LLC$43.9M1
67CITIGROUP INC$40.8M1
68BARCLAYS PLC$40.8M1
69Zurich Insurance Group Ltd/FI$39.5M1
70KLP KAPITALFORVALTNING AS$39.0M1
71NEW YORK STATE COMMON RETIREMENT FUND$38.8M1
72CREDIT AGRICOLE S A$36.9M1
73Curi Capital, LLC$36.4M1
74NATIONAL BANK OF CANADA /FI/$36.4M1
75WELLINGTON MANAGEMENT GROUP LLP$34.5M1
761832 Asset Management L.P.$31.5M1
77Allianz Asset Management GmbH$31.5M1
78VOLORIDGE INVESTMENT MANAGEMENT, LLC$31.2M1
79Daiwa Securities Group Inc.$30.9M1
80ROYAL BANK OF CANADA$30.3M1
81HWG Holdings LP$29.7M1
82OSAIC HOLDINGS, INC.$28.9M1
83TWO SIGMA INVESTMENTS, LP$28.1M1
84Visualize Group LP$27.8M1
85Mitsubishi UFJ Asset Management Co., Ltd.$26.6M1
86Universal- Beteiligungs- und Servicegesellschaft mbH$26.5M1
87DnB Asset Management AS$26.5M1
88SCOPUS ASSET MANAGEMENT, L.P.$25.4M1
89Arbejdsmarkedets Tillaegspension$24.6M1
90EAGLE GLOBAL ADVISORS LLC$24.6M1
91ArchPoint Investors$23.0M1
92Smith Salley Wealth Management$22.5M1
93STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$22.3M1
94Midwest Trust Co$22.1M1
95STATE OF WISCONSIN INVESTMENT BOARD$21.6M1
96Covea Finance$21.5M1
97TEACHER RETIREMENT SYSTEM OF TEXAS$21.0M1
98STIFEL FINANCIAL CORP$20.8M1
99EXCHANGE TRADED CONCEPTS, LLC$20.1M1
100Ensign Peak Advisors, Inc$20.1M1
101NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$19.7M1
102CANADA PENSION PLAN INVESTMENT BOARD$18.8M1
103Corient Private Wealth LLC$18.4M1
104AGF MANAGEMENT LTD$18.2M1
105GHP Investment Advisors, Inc.$18.1M1
106SYSTEMATIC FINANCIAL MANAGEMENT LP$18.1M1
107IEQ CAPITAL, LLC$17.8M1
108Fideuram Asset Management (Ireland) dac$17.4M1
109Munro Partners$17.2M1
110Cerity Partners LLC$17.1M1
111Mariner, LLC$16.6M1
112TUDOR INVESTMENT CORP ET AL$16.5M1
113Point72 Asset Management, L.P.$16.3M1
114DANSKE BANK A/S$16.3M1
115AustralianSuper Pty Ltd$16.1M1
116Running Oak Capital LLC$15.9M1
117FRONTIER CAPITAL MANAGEMENT CO LLC$15.8M1
118Cetera Investment Advisers$15.7M1
119CWM, LLC$15.1M1
120Qube Research & Technologies Ltd$15.1M1
121Woodline Partners LP$14.8M1
122Man Group plc$14.6M1
123PRUDENTIAL FINANCIAL INC$14.6M1
124LaFleur & Godfrey LLC$13.9M1
125ODDO BHF ASSET MANAGEMENT SAS$13.8M1
126COMMONWEALTH EQUITY SERVICES, LLC$13.6M1
127VOYA INVESTMENT MANAGEMENT LLC$13.5M1
128Zurcher Kantonalbank (Zurich Cantonalbank)$13.3M1
129Advisors Asset Management, Inc.$13.1M1
130MANUFACTURERS LIFE INSURANCE COMPANY, THE$13.0M1
131FIFTH THIRD BANCORP$12.6M1
132Federation des caisses Desjardins du Quebec$12.5M1
133MetLife Investment Management, LLC$12.4M1
134MILLENNIUM MANAGEMENT LLC$12.3M1
135BAHL & GAYNOR INC$12.3M1
136PUBLIC SECTOR PENSION INVESTMENT BOARD$12.3M1
137BW Gestao de Investimentos Ltda.$12.0M1
138Wealth High Governance Capital Ltda$12.0M1
139Vanguard Investments Australia, Ltd.$11.6M1
140Mitsubishi UFJ Trust & Banking Corp$11.1M1
141INTECH INVESTMENT MANAGEMENT LLC$10.8M1
142HighTower Advisors, LLC$10.8M1
143Asset Management One Co., Ltd.$10.7M1
144Empowered Funds, LLC$10.5M1
145Vanguard Global Advisers, LLC$10.4M1
146Texas Yale Capital Corp.$10.4M1
147NORDEA INVESTMENT MANAGEMENT AB$10.2M1
148Pictet Asset Management Holding SA$10.2M1
149Wealth High Governance Asset Management Ltda.$10.1M1
150Creative Planning$10.1M1
151BURNEY CO/$9.9M1
152VANGUARD ASSET MANAGEMENT, Ltd$9.7M1
153MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$9.6M1
154Robeco Institutional Asset Management B.V.$9.3M1
155O'SHAUGHNESSY ASSET MANAGEMENT, LLC$9.2M1
156BEESE FULMER INVESTMENT MANAGEMENT, INC.$9.1M1
157Waratah Capital Advisors Ltd.$9.1M1
158Tidal Investments LLC$8.9M1
159Atika Capital Management LLC$8.9M1
160O'Brien Greene & Co. Inc$8.8M1
161Holocene Advisors, LP$8.8M1
162Korea Investment CORP$8.7M1
163Inspire Investing, LLC$8.7M1
164WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$8.7M1
165TRUIST FINANCIAL CORP$8.6M1
166State of New Jersey Common Pension Fund D$8.4M1
167PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$8.2M1
168Marks Group Wealth Management, Inc$8.1M1
169NOMURA ASSET MANAGEMENT CO LTD$8.0M1
170MML INVESTORS SERVICES, LLC$7.9M1
171BOURGEON CAPITAL MANAGEMENT LLC$7.9M1
172Aventail Capital Group, LP$7.9M1
173Sequoia Financial Advisors, LLC$7.8M1
174Bridgewater Associates, LP$7.6M1
175MERCER GLOBAL ADVISORS INC /ADV$7.6M1
176Resona Asset Management Co.,Ltd.$7.2M1
177Focus Partners Wealth$7.1M1
178KCM INVESTMENT ADVISORS LLC$7.1M1
179AVIVA PLC$7.1M1
180Cardinal Capital Management$7.0M1
181HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$6.9M1
182PINNBROOK CAPITAL MANAGEMENT LP$6.9M1
183Arizona State Retirement System$6.8M1
184Rafferty Asset Management, LLC$6.7M1
185Rockefeller Capital Management L.P.$6.7M1
186SUSQUEHANNA INTERNATIONAL GROUP, LLP$6.7M1
187Orion Porfolio Solutions, LLC$6.7M1
188Rodgers Brothers Inc.$6.7M1
189HSBC HOLDINGS PLC$6.6M1
190YOUSIF CAPITAL MANAGEMENT, LLC$6.4M1
191Vinva Investment Management Ltd$6.3M1
192COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$6.3M1
193STATE OF MICHIGAN RETIREMENT SYSTEM$6.0M1
194Sumitomo Mitsui DS Asset Management Company, Ltd$6.0M1
195ABN AMRO Bank N.V.$5.9M1
196FEDERATED HERMES, INC.$5.9M1
197DIVERSIFY WEALTH MANAGEMENT, LLC$5.9M1
198FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$5.7M1
199NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$5.6M1
200ELEVATUS WELATH MANAGEMENT$5.6M1
201Baer Investment Advisory LLC$5.4M1
202OREGON PUBLIC EMPLOYEES RETIREMENT FUND$5.2M1
203Ameritas Investment Partners, Inc.$5.1M1
204Swiss Life Asset Management Ltd$5.0M1
205FIL Ltd$5.0M1
206Harvest Investment Services, LLC$4.9M1
207Hennion & Walsh Asset Management, Inc.$4.9M1
208Ethic Inc.$4.7M1
209D. E. Shaw & Co., Inc.$4.6M1
210US BANCORP \DE\$4.5M1
211Jain Global LLC$4.5M1
212Brooklyn Investment Group$4.5M1
213XPONANCE LLC$4.5M1
214OPPENHEIMER ASSET MANAGEMENT INC.$4.4M1
215Vest Financial, LLC$4.3M1
216ASSETMARK, INC$4.2M1
217Nicholas Investment Partners, LP$4.2M1
218New Age Alpha Advisors, LLC$4.2M1
219Radnor Capital Management, LLC$4.2M1
220Weiss Asset Management LP$4.2M1
221Tribune Investment Group LP$4.1M1
222Utah Retirement Systems$4.1M1
223Illinois Municipal Retirement Fund$4.1M1
224COMMERCE BANK$4.1M1
225Sanctuary Advisors, LLC$4.1M1
226CI INVESTMENTS INC.$4.0M1
227Candriam S.C.A.$4.0M1
228BANK OF MONTREAL /CAN/$4.0M1
229Summit Trail Advisors, LLC$4.0M1
230TORONTO DOMINION BANK$3.9M1
231Voleon Capital Management LP$3.9M1
232NISA INVESTMENT ADVISORS, LLC$3.9M1
233NATIXIS$3.8M1
234DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$3.7M1
235Steward Partners Investment Advisory, LLC$3.7M1
236Tredje AP-fonden$3.6M1
237Vanguard Personalized Indexing Management, LLC$3.6M1
238BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.5M1
239Brevan Howard Capital Management LP$3.3M1
240Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)$3.3M1
241Private Advisor Group, LLC$3.2M1
242NISSAY ASSET MANAGEMENT CORP /JAPAN$3.2M1
243Pathstone Holdings, LLC$3.1M1
244Oak Thistle LLC$3.1M1
245LEVEL FOUR ADVISORY SERVICES, LLC$3.0M1
246Genus Capital Management Inc.$2.9M1
247&PARTNERS$2.9M1
248PDT Partners, LLC$2.9M1
249Atria Investments, Inc$2.9M1
250RITHOLTZ WEALTH MANAGEMENT$2.8M1
251BANK OF NOVA SCOTIA$2.8M1
252PEAK FINANCIAL ADVISORS LLC$2.7M1
253Vestmark Advisory Solutions, Inc.$2.7M1
254Sterling Capital Management LLC$2.7M1
255OP Asset Management Ltd$2.6M1
256Jefferies Financial Group Inc.$2.6M1
257RENAISSANCE TECHNOLOGIES LLC$2.6M1
258Linden Thomas Advisory Services, LLC$2.6M1
259Caprock Group, LLC$2.6M1
260Legacy Wealth Asset Management, LLC$2.5M1
261MACKENZIE FINANCIAL CORP$2.5M1
262GLOBEFLEX CAPITAL L P$2.5M1
263IFM Investors Pty Ltd$2.5M1
264Farmers & Merchants Trust Co of Long Beach$2.5M1
265SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.5M1
266GUGGENHEIM CAPITAL LLC$2.4M1
267AIA Group Ltd$2.3M1
268Janus Henderson Group Ltd.$2.3M1
269EDMOND DE ROTHSCHILD HOLDING S.A.$2.2M1
270PRINCIPAL SECURITIES, INC.$2.2M1
271Eurizon Capital SGR S.p.A.$2.2M1
272FULLER & THALER ASSET MANAGEMENT, INC.$2.2M1
273United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$2.2M1
274WCM INVESTMENT MANAGEMENT, LLC$2.1M1
275DDFG, Inc$1.9M1
276Lisanti Capital Growth, LLC$1.9M1
277Focus Partners Advisor Solutions, LLC$1.9M1
278NORDEN GROUP LLC$1.9M1
279Crossmark Global Holdings, Inc.$1.9M1
280DAVENPORT & Co LLC$1.9M1
281SECURIAN ASSET MANAGEMENT, INC$1.9M1
282Investment Management Corp of Ontario$1.8M1
283QUADRANT CAPITAL GROUP LLC$1.8M1
284Merit Financial Group, LLC$1.8M1
285Havemeyer Place LP$1.8M1
286Pallas Capital Advisors LLC$1.8M1
287VestGen Advisors, LLC$1.8M1
288Gibbs Wealth Management$1.7M1
289SEB Asset Management AB$1.7M1
290Kestra Advisory Services, LLC$1.7M1
291Candelo Capital Management LP$1.7M1
292BENJAMIN EDWARDS INC$1.7M1
293QUEST INVESTMENT MANAGEMENT LLC$1.6M1
294WOLVERINE ASSET MANAGEMENT LLC$1.6M1
295CADINHA & CO LLC$1.6M1
296AMG National Trust Bank$1.6M1
297OCCUDO QUANTITATIVE STRATEGIES LP$1.6M1
298Diversified Trust Co$1.6M1
299Coastal Bridge Advisors, LLC$1.5M1
300ELEVATION POINT WEALTH PARTNERS, LLC$1.5M1
301Caldwell Investment Management Ltd.$1.5M1
302Chicago Partners Investment Group LLC$1.5M1
303Trexquant Investment LP$1.5M1
304REGIONS FINANCIAL CORP$1.5M1
305Qtron Investments LLC$1.5M1
306CCG WEALTH MANAGEMENT, LLC$1.5M1
307M&T BANK CORP$1.5M1
308Inscription Capital, LLC$1.5M1
309Bannerstone Capital Management, LLC$1.5M1
310U.S. Capital Wealth Advisors, LLC$1.5M1
311AG2R LA MONDIALE GESTION D'ACTIFS$1.4M1
312KEYBANK NATIONAL ASSOCIATION/OH$1.4M1
313ABN AMRO INVESTMENT SOLUTIONS$1.4M1
314Blue Capital, Inc.$1.4M1
315RICE HALL JAMES & ASSOCIATES, LLC$1.4M1
316EVERGREEN CAPITAL MANAGEMENT LLC$1.4M1
317WEIK CAPITAL MANAGEMENT$1.4M1
318CHOREO, LLC$1.4M1
319Portside Wealth Group, LLC$1.4M1
320MOODY LYNN LIEBERSON & WALKER, LLC$1.3M1
321Brookwood Investment Group LLC$1.3M1
322BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.3M1
323SHELTON CAPITAL MANAGEMENT$1.3M1
324MAI Capital Management$1.3M1
325Maryland State Retirement & Pension System$1.3M1
326Aaron Wealth Advisors LLC$1.3M1
327Themes Management Co LLC$1.3M1
328VestGen Investment Management$1.3M1
329QP WEALTH MANAGEMENT, LLC$1.2M1
330Charter Capital Management, LLC\DE$1.2M1
331Alliance Wealth Advisors, LLC /UT$1.2M1
332CIBC Asset Management Inc$1.2M1
333PICTON MAHONEY ASSET MANAGEMENT$1.2M1
334COLDSTREAM CAPITAL MANAGEMENT INC$1.2M1
335Town & Country Bank & Trust CO dba First Bankers Trust CO$1.2M1
336Snowden Capital Advisors LLC$1.2M1
337B. Metzler seel. Sohn & Co. AG$1.2M1
338Founders Financial Alliance, LLC$1.1M1
339ProShare Advisors LLC$1.1M1
340Lido Advisors, LLC$1.1M1
341TWO SIGMA SECURITIES, LLC$1.1M1
342GLENMEDE TRUST CO NA$1.1M1
343Corient IA LLC$1.1M1
344Csenge Advisory Group$1.1M1
345MACQUARIE GROUP LTD$1.1M1
346NWF Advisory Services Inc.$1.1M1
347HMS Capital Management, LLC$1.1M1
348Trail Ridge Investment Advisors, LLC$1.0M1
349Engineers Gate Manager LP$1.0M1
350GREAT LAKES ADVISORS, LLC$1.0M1
351BALYASNY ASSET MANAGEMENT L.P.$1.0M1
352VIAWEALTH, LLC$1.0M1
353Retireful, LLC$1.0M1
354SANDLER CAPITAL MANAGEMENT$996K1
355Altshuler Shaham Ltd$988K1
356Meeder Advisory Services, Inc.$986K1
357EP Wealth Advisors, LLC$977K1
358CHILDRESS CAPITAL ADVISORS, LLC$976K1
359NewEdge Advisors, LLC$971K1
360SMITH CHAS P & ASSOCIATES PA CPAS$969K1
361Kera Capital Partners, Inc.$966K1
362Cetera Trust Company, N.A$964K1
363Baker Avenue Asset Management, LP$958K1
364First Eagle Investment Management, LLC$954K1
365Yorktown Management & Research Co Inc$954K1
366GeoWealth Management, LLC$924K1
367Guardian Capital, LLC$918K1
368LGT Group Foundation$910K1
369Centiva Capital, LP$899K1
370Quantum Portfolio Management LLC$885K1
371QRG CAPITAL MANAGEMENT, INC.$875K1
372Lakeridge Wealth Management LLC$873K1
373INTRUST BANK NA$858K1
374KESTRA PRIVATE WEALTH SERVICES, LLC$853K1
375NorthCrest Asset Manangement, LLC$832K1
376Linscomb Wealth, Inc.$829K1
377Central Pacific Bank - Trust Division$824K1
378Morningstar Investment Management LLC$823K1
379POLEN CAPITAL MANAGEMENT LLC$812K1
380Polymer Capital Management (US) LLC$811K1
381Bull Harbor Capital LLC$805K1
382Dakota Wealth Management$797K1
383HB Wealth Management, LLC$796K1
384CONFLUENCE INVESTMENT MANAGEMENT LLC$790K1
385Compound Planning, Inc.$790K1
386Kathmere Capital Management, LLC$785K1
387Waverly Advisors, LLC$779K1
388Ascent Group, LLC$778K1
3894WEALTH ADVISORS, INC.$774K1
390PERSONAL CFO SOLUTIONS, LLC$763K1
391Graham Capital Management, L.P.$749K1
392Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$747K1
393MISSION WEALTH MANAGEMENT, LP$746K1
394North Dakota State Investment Board$740K1
395Tower Research Capital LLC (TRC)$732K1
396Krilogy Financial LLC$724K1
397JAMES INVESTMENT RESEARCH, INC.$715K1
398NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$712K1
399Perbak Capital Partners LLP$710K1
400Clearstead Advisors, LLC$706K1
401Clare Market Investments LLC$702K1
402PITTENGER & ANDERSON INC$695K1
403Composition Wealth, LLC$692K1
404Main Street Research LLC$689K1
405ALEXANDER LABRUNERIE & CO., INC.$681K1
406Sound View Wealth Advisors Group, LLC$678K1
407OneDigital Investment Advisors LLC$676K1
408BCS Private Wealth Management, Inc.$672K1
409Miramar Capital, LLC$672K1
410Asset Management Group, Inc.$671K1
411Penobscot Investment Management Company, Inc.$667K1
412Leonteq Securities AG$661K1
413Callan Family Office, LLC$660K1
414Concurrent Investment Advisors, LLC$654K1
415Hilltop National Bank$648K1
416Marex Group Ltd$638K1
417Meiji Yasuda Asset Management Co Ltd.$633K1
418Grove Street Fiduciary, LLC$631K1
419PROFUND ADVISORS LLC$628K1
420Qsemble Capital Management, LP$616K1
421Cresset Asset Management, LLC$614K1
422MONETA GROUP INVESTMENT ADVISORS LLC$608K1
423VERUS CAPITAL PARTNERS, LLC$606K1
424Diametric Capital, LP$603K1
425Modern Wealth Management, LLC$602K1
426Independent Advisor Alliance$598K1
427HUB Investment Partners, LLC$596K1
428Morey & Quinn Wealth Partners, LLC$593K1
429Ashton Thomas Private Wealth, LLC$592K1
430Triasima Portfolio Management inc.$589K1
431Compass Ion Advisors, LLC$584K1
432Vontobel Holding Ltd.$572K1
433BankChampaign, National Association$571K1
434Park Edge Advisors, LLC$563K1
435Advisory Alpha, LLC$555K1
436Arista Wealth Management, LLC$554K1
437Laird Norton Wetherby Trust Company, LLC$553K1
438EVOLVE PRIVATE WEALTH, LLC$548K1
439World Investment Advisors$546K1
440DUNCKER STREETT & CO INC$545K1
441BOOTHBAY FUND MANAGEMENT, LLC$545K1
442WEALTHSPAN PARTNERS, LLC$545K1
443Envestnet Portfolio Solutions, Inc.$544K1
444Index Technologies Group LLC$540K1
445MGO ONE SEVEN LLC$532K1
446Numerai GP LLC$531K1
447Legacy Capital Group California, Inc.$526K1
448Ramirez Asset Management, Inc.$524K1
449ALPS ADVISORS INC$514K1
450Gateway Wealth Partners, LLC$512K1
451IHT Wealth Management, LLC$506K1
452PFG Investments, LLC$506K1
453Spire Wealth Management$505K1
454EntryPoint Capital, LLC$505K1
455Pinnacle Financial Partners, Inc.$499K1
456Susquehanna Portfolio Strategies, LLC$499K1
457Allworth Financial LP$497K1
458Summit Financial, LLC$496K1
459UniSuper Management Pty Ltd$490K1
460Avantax Planning Partners, Inc.$489K1
461UNITED CAPITAL FINANCIAL ADVISORS, LLC$488K1
462Assenagon Asset Management S.A.$488K1
463GATEWAY INVESTMENT ADVISERS LLC$486K1
464NFSG Corp$479K1
465HM PAYSON & CO$474K1
466MARTINGALE ASSET MANAGEMENT L P$473K1
467Optas, LLC$472K1
468Bryant Woods Investment Advisors, LLC$471K1
469Ballentine Partners, LLC$470K1
470ANB BANK$467K1
471Plato Investment Management Ltd$465K1
472Ameritas Advisory Services, LLC$462K1
473Perigon Wealth Management, LLC$455K1
474Mutual Advisors, LLC$454K1
475Banque Cantonale Vaudoise$448K1
476VAN ECK ASSOCIATES CORP$446K1
477SAGESPRING WEALTH PARTNERS, LLC$445K1
478GREENLEAF TRUST$444K1
479ATWOOD & PALMER INC$441K1
480Sowell Financial Services LLC$439K1
481CITIZENS FINANCIAL GROUP INC/RI$433K1
482CIBC WORLD MARKET INC.$431K1
483OAK ASSOCIATES LTD /OH/$428K1
484GREENWOOD CAPITAL ASSOCIATES LLC$424K1
485SIGNATUREFD, LLC$424K1
486Mayflower Financial Advisors, LLC$422K1
487EVOKE WEALTH, LLC$419K1
488Caerus Investment Advisors, LLC$418K1
489PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV$418K1
490PRUDENTIAL PLC$415K1
491WADDELL & ASSOCIATES, LLC$413K1
492Balefire, LLC$412K1
493GTS SECURITIES LLC$411K1
494DRW Securities, LLC$409K1
495BANQUE PICTET & CIE SA$407K1
496Retirement Management Systems Inc.$405K1
497Wedmont Private Capital$401K1
498Concentric Capital Strategies, LP$400K1
499Essex LLC$395K1
500Van Hulzen Asset Management, LLC$392K1
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 CW

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for CW · financials and macro

Financials — as filed PLANNED

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