Public record / Tickers / D

D — DOMINION ENERGY, INC

Both disclosure regimes on one name: who in Congress filed about D, 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
124
all PTR rows naming D
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
10-05
filed 2025-10-05
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 06:30 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $50.0K–$100K

Sale · traded 2023-07-12 → filed 2023-08-13. Ranked over every D row by the provable lower bound, never a point estimate.

No member disclosed D 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.

21 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

7 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. 7 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING D · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning D
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-05Sheri Biggs R–SC-3Sale · SP (spouse-owned)Traded 03-18 LATE·201d$15K–$50K
2025-05-14Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 04-09 +35d$1K–$15K
2025-02-11Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 01-24 +18d$1K–$15K
2025-02-10Josh Gottheimer D–NJ-5Purchase · JT (jointly owned)Traded 01-16 +25d$1K–$15K
2025-02-06Gerald E. Connolly D–VA-11Sale · partial · JT (partial sale, jointly owned)Traded 02-05 +1d$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 124 ↗

Members active in D

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

No member disclosed D in the trailing 12 months.

Congress ↔ notable managers · D

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 $3.7M held

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

Merged timeline of congressional filings and notable-manager moves on D
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+22,904 sh
2026-05-15Soros Fund Management 13Fexit−91,323 sh
2026-05-15Bridgewater Associates 13Fexit−9,441 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

full holders view ↗
Top institutional holders of D for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$5.0B1
2VANGUARD CAPITAL MANAGEMENT LLC$3.5B1
3STATE STREET CORP$3.0B1
4Capital Research Global Investors$3.0B1
5WELLINGTON MANAGEMENT GROUP LLP$2.9B1
6VANGUARD PORTFOLIO MANAGEMENT LLC$2.7B1
7MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.6B1
8DODGE & COX$1.2B1
9GEODE CAPITAL MANAGEMENT, LLC$1.2B1
10BANK OF AMERICA CORP /DE/$985M1
11Bank of New York Mellon Corp$778M1
12Invesco Ltd.$708M1
13HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$702M1
14MORGAN STANLEY$698M1
15Legal & General Group Plc$465M1
16NORTHERN TRUST CORP$462M1
17LONDON CO OF VIRGINIA$429M1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$359M1
19FRANKLIN RESOURCES INC$337M1
20VANGUARD FIDUCIARY TRUST CO$298M1
21UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$253M1
22ROYAL BANK OF CANADA$251M1
23CITADEL ADVISORS LLC$239M1
24UBS Group AG$233M1
25WELLS FARGO & COMPANY/MN$213M1
26BANK OF MONTREAL /CAN/$208M1
27BALYASNY ASSET MANAGEMENT L.P.$196M1
28Mitsubishi UFJ Trust & Banking Corp$176M1
29Magellan Asset Management Ltd$172M1
30DEUTSCHE BANK AG\$164M1
31HSBC HOLDINGS PLC$160M1
32DIMENSIONAL FUND ADVISORS LP$158M1
33Amundi$158M1
34Swiss National Bank$155M1
35FMR LLC$138M1
36AMERICAN CENTURY COMPANIES INC$136M1
37Mitsubishi UFJ Asset Management Co., Ltd.$119M1
38Sumitomo Mitsui Trust Group, Inc.$117M1
39Nuveen, LLC$117M1
40Vanguard Global Advisers, LLC$115M1
41Pictet Asset Management Holding SA$112M1
42RAYMOND JAMES FINANCIAL INC$103M1
43VANGUARD ASSET MANAGEMENT, Ltd$99.4M1
44ANTIPODES PARTNERS Ltd$99.3M1
45CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$97.4M1
46DUFF & PHELPS INVESTMENT MANAGEMENT CO$97.2M1
47COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$93.6M1
48RHUMBLINE ADVISERS$92.6M1
49BARCLAYS PLC$83.9M1
50LPL Financial LLC$81.1M1
51Ensign Peak Advisors, Inc$78.2M1
52National Pension Service$78.1M1
53Swiss Life Asset Management Ltd$75.9M1
54FIRST TRUST ADVISORS LP$74.6M1
55Energy Income Partners, LLC$74.4M1
56NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$73.7M1
57MANUFACTURERS LIFE INSURANCE COMPANY, THE$65.5M1
58ENVESTNET ASSET MANAGEMENT INC$65.3M1
59CITIGROUP INC$65.2M1
60PRINCIPAL FINANCIAL GROUP INC$64.0M1
61Empower Advisory Group, LLC$62.7M1
62JENNISON ASSOCIATES LLC$55.8M1
63Munich Reinsurance Co Stock Corp in Munich$52.9M1
64Vanguard Investments Australia, Ltd.$51.3M1
65NEW YORK STATE COMMON RETIREMENT FUND$50.5M1
66ALLIANCEBERNSTEIN L.P.$49.3M1
67AQR CAPITAL MANAGEMENT LLC$48.2M1
68STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$47.6M1
69VICTORY CAPITAL MANAGEMENT INC$46.9M1
70DnB Asset Management AS$41.3M1
71Focus Partners Wealth$40.9M1
72SEI INVESTMENTS CO$37.5M1
73Connor, Clark & Lunn Investment Management Ltd.$37.2M1
74HighTower Advisors, LLC$36.5M1
75APG Asset Management N.V.$36.4M1
76MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$35.7M1
77CIBC Bancorp USA Inc.$35.2M1
78MACQUARIE GROUP LTD$34.5M1
79AE Wealth Management LLC$32.3M1
80Investment Management Corp of Ontario$32.0M1
81Zimmer Partners, LP$30.9M1
82COMMONWEALTH EQUITY SERVICES, LLC$30.5M1
83STATE OF WISCONSIN INVESTMENT BOARD$28.8M1
84Squarepoint Ops LLC$28.2M1
85Creative Planning$27.7M1
86ALPS ADVISORS INC$27.6M1
87CRAWFORD INVESTMENT COUNSEL INC$27.6M1
88RWC Asset Management LLP$27.3M1
89Aberdeen Group plc$27.3M1
90FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$27.0M1
91Chevy Chase Trust Holdings, LLC$26.2M1
92PRUDENTIAL FINANCIAL INC$25.7M1
93MILLENNIUM MANAGEMENT LLC$25.1M1
94DAVENPORT & Co LLC$24.6M1
95AMERIPRISE FINANCIAL INC$24.6M1
96GODSEY & GIBB, INC$24.2M1
97WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$23.8M1
98PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$23.8M1
99EXCHANGE TRADED CONCEPTS, LLC$23.3M1
100TOCQUEVILLE ASSET MANAGEMENT L.P.$23.2M1
101CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$22.8M1
102Korea Investment CORP$22.7M1
103Quantinno Capital Management LP$22.6M1
104TRUIST FINANCIAL CORP$22.4M1
105ROYAL LONDON ASSET MANAGEMENT LTD$22.4M1
106Cetera Investment Advisers$22.4M1
107MACKENZIE FINANCIAL CORP$22.4M1
108Pathstone Holdings, LLC$22.3M1
109Asset Management One Co., Ltd.$22.2M1
110Man Group plc$21.6M1
111SUSQUEHANNA INTERNATIONAL GROUP, LLP$21.3M1
112GW HENSSLER & ASSOCIATES LTD$21.1M1
113STIFEL FINANCIAL CORP$20.9M1
114NATIONAL BANK OF CANADA /FI/$20.6M1
115NOMURA ASSET MANAGEMENT CO LTD$20.5M1
116OSAIC HOLDINGS, INC.$20.2M1
117TD ASSET MANAGEMENT INC$19.1M1
118DIAMOND HILL CAPITAL MANAGEMENT INC$18.7M1
119Tredje AP-fonden$18.4M1
120Universal- Beteiligungs- und Servicegesellschaft mbH$18.4M1
121TORONTO DOMINION BANK$18.1M1
122State of New Jersey Common Pension Fund D$18.0M1
123GENERAL AMERICAN INVESTORS CO INC$17.9M1
124BNP Paribas Asset Management Holding S.A.$17.8M1
125Calamos Advisors LLC$17.5M1
126Resona Asset Management Co.,Ltd.$17.4M1
127CANADA PENSION PLAN INVESTMENT BOARD$17.4M1
128AustralianSuper Pty Ltd$16.6M1
129Corient Private Wealth LLC$15.9M1
130FIFTH THIRD BANCORP$15.9M1
131Edgestream Partners, L.P.$15.2M1
132PUBLIC SECTOR PENSION INVESTMENT BOARD$15.0M1
133Wealthfront Advisers LLC$15.0M1
134Oak Grove Capital LLC$15.0M1
135STATE OF MICHIGAN RETIREMENT SYSTEM$14.9M1
136Arizona State Retirement System$14.5M1
137Czech National Bank$14.4M1
138Orion Porfolio Solutions, LLC$14.2M1
139KANAWHA CAPITAL MANAGEMENT LLC$14.0M1
140One Capital Management, LLC$13.9M1
141Zurcher Kantonalbank (Zurich Cantonalbank)$13.3M1
142IFM Investors Pty Ltd$12.9M1
143Qube Research & Technologies Ltd$12.7M1
144CIBC Asset Management Inc$12.7M1
145Sanctuary Advisors, LLC$12.6M1
146O'SHAUGHNESSY ASSET MANAGEMENT, LLC$12.5M1
147BTG Pactual Asset Management US LLC$12.5M1
148Rockefeller Capital Management L.P.$12.3M1
149MetLife Investment Management, LLC$12.3M1
150JOHN G ULLMAN & ASSOCIATES INC$12.3M1
151Harvest Portfolios Group Inc.$12.0M1
152Cerity Partners LLC$11.6M1
153Andra AP-fonden$11.6M1
154ASR Vermogensbeheer N.V.$11.4M1
155Advisors Asset Management, Inc.$11.4M1
156Mirae Asset Global Investments Co., Ltd.$11.3M1
157Retirement Systems of Alabama$11.2M1
158Brookstone Capital Management$11.2M1
159M&T BANK CORP$11.0M1
160Greenland Capital Management LP$10.9M1
161GUGGENHEIM CAPITAL LLC$10.5M1
162ASSETMARK, INC$10.3M1
163Woodline Partners LP$10.3M1
164Gilman Hill Asset Management, LLC$10.3M1
165Allspring Global Investments Holdings, LLC$10.3M1
166LGT Group Foundation$9.9M1
167TOTH FINANCIAL ADVISORY CORP$9.9M1
168VOYA INVESTMENT MANAGEMENT LLC$9.8M1
169D. E. Shaw & Co., Inc.$9.8M1
170XPONANCE LLC$9.6M1
171Sumitomo Mitsui DS Asset Management Company, Ltd$9.4M1
172TEACHER RETIREMENT SYSTEM OF TEXAS$9.4M1
173EVERETT HARRIS & CO /CA/$9.3M1
174KEYBANK NATIONAL ASSOCIATION/OH$9.2M1
175Daiwa Securities Group Inc.$9.0M1
176Steward Partners Investment Advisory, LLC$9.0M1
177Baird Financial Group, Inc.$9.0M1
178Private Advisor Group, LLC$8.9M1
179TrueMark Investments, LLC$8.7M1
180Kestra Advisory Services, LLC$8.7M1
181OPAL CAPITAL LLC$8.7M1
182Vanguard Personalized Indexing Management, LLC$8.6M1
183USS Investment Management Ltd$8.6M1
184Utah Retirement Systems$8.6M1
185LGT Fund Management Co Ltd.$8.4M1
186NewEdge Advisors, LLC$8.3M1
187COMMERCE BANK$8.3M1
188BANK OF NOVA SCOTIA$8.2M1
189&PARTNERS$8.2M1
190Tidal Investments LLC$8.0M1
191ProShare Advisors LLC$8.0M1
192Rakuten Investment Management, Inc.$7.8M1
193Eurizon Capital SGR S.p.A.$7.7M1
194ADVOCATE GROUP LLC$7.6M1
195NEOS Investment Management LLC$7.6M1
196Sterling Capital Management LLC$7.4M1
197NEW YORK LIFE INVESTMENT MANAGEMENT LLC$7.3M1
198BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$7.3M1
199VOLORIDGE INVESTMENT MANAGEMENT, LLC$7.2M1
200OPPENHEIMER ASSET MANAGEMENT INC.$7.1M1
201YOUSIF CAPITAL MANAGEMENT, LLC$7.0M1
202GLENMEDE TRUST CO NA$6.9M1
203NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6.8M1
204NISSAY ASSET MANAGEMENT CORP /JAPAN$6.8M1
205Graham Capital Management, L.P.$6.7M1
206Bryn Mawr Trust Advisors, LLC$6.7M1
207Trexquant Investment LP$6.6M1
208Lombard Odier Asset Management (Switzerland) SA$6.5M1
209XTX Topco Ltd$6.4M1
210D.A. DAVIDSON & CO.$6.4M1
211Global Wealth Management Investment Advisory, Inc.$6.2M1
212STEPHENS INC /AR/$6.1M1
213Waverly Advisors, LLC$6.1M1
214OREGON PUBLIC EMPLOYEES RETIREMENT FUND$6.0M1
215BROWN ADVISORY INC$5.9M1
216Dai-ichi Life Insurance Company, Ltd$5.9M1
217Stablepoint Partners, LLC$5.8M1
218MERCER GLOBAL ADVISORS INC /ADV$5.7M1
219Occidental Asset Management, LLC$5.7M1
220Citizens Business Bank$5.6M1
221Metis Global Partners, LLC$5.6M1
222MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$5.6M1
223Janus Henderson Group Ltd.$5.6M1
224SCHRODER INVESTMENT MANAGEMENT GROUP$5.4M1
225NISA INVESTMENT ADVISORS, LLC$5.4M1
226WCG Wealth Advisors LLC$5.3M1
227Vestmark Advisory Solutions, Inc.$5.3M1
228Aventail Capital Group, LP$5.1M1
229US BANCORP \DE\$5.1M1
230Defiance ETFs, LLC$5.0M1
231Azimuth Capital Investment Management LLC$4.9M1
232Northwest & Ethical Investments L.P.$4.9M1
233NewEdge Wealth, LLC$4.9M1
234UniSuper Management Pty Ltd$4.7M1
235Pinnacle Financial Partners, Inc.$4.7M1
236Robbins Farley$4.7M1
237Carson Advisory Inc.$4.6M1
238Wills Financial Group LLC$4.6M1
239Bill Few Associates, Inc.$4.6M1
240Mariner, LLC$4.5M1
241IHT Wealth Management, LLC$4.4M1
242HENNESSY ADVISORS INC$4.4M1
243KESTRA PRIVATE WEALTH SERVICES, LLC$4.3M1
244Atria Investments, Inc$4.3M1
245Rafferty Asset Management, LLC$4.3M1
246Integrated Advisors Network LLC$4.3M1
247Salomon & Ludwin, LLC$4.3M1
248Independent Advisor Alliance$4.2M1
249Robinson Value Management, Ltd.$4.2M1
250Capital Investment Advisors, LLC$4.2M1
251OPPENHEIMER & CO INC$4.2M1
252BTC Capital Management, Inc.$4.0M1
253Central Pacific Bank - Trust Division$4.0M1
254Jackson Hole Capital Partners, LLC$4.0M1
255REGIONS FINANCIAL CORP$3.9M1
256Atlantic Union Bankshares Corp$3.9M1
257Principle Wealth Partners LLC$3.9M1
258PINNACLE ASSOCIATES LTD$3.8M1
259Allianz Asset Management GmbH$3.8M1
260FIL Ltd$3.8M1
261Capital Investment Advisory Services, LLC$3.7M1
262BAR HARBOR WEALTH MANAGEMENT$3.7M1
263Gotham Asset Management, LLC$3.7M1
264Quadrature Capital Ltd$3.5M1
265Sepio Capital, LP$3.5M1
266VIRGINIA WEALTH MANAGEMENT GROUP, INC.$3.5M1
267Norinchukin Bank, The$3.5M1
268Royal Fund Management, LLC$3.5M1
269Slagle Financial, LLC$3.4M1
270FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$3.4M1
271Stratos Wealth Partners, LTD.$3.4M1
272HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$3.3M1
273MML INVESTORS SERVICES, LLC$3.3M1
274WESTFIELD CAPITAL MANAGEMENT CO LP$3.3M1
275CWM, LLC$3.2M1
276MAI Capital Management$3.2M1
277Prospera Financial Services Inc$3.2M1
278MIZUHO SECURITIES USA LLC$3.2M1
279JANE STREET GROUP, LLC$3.2M1
280Illinois Municipal Retirement Fund$3.1M1
281Elo Mutual Pension Insurance Co$3.1M1
282NORDEA INVESTMENT MANAGEMENT AB$3.1M1
283Leelyn Smith, LLC$3.0M1
284GRAHAM CAPITAL WEALTH MANAGEMENT, LLC$3.0M1
285HARTFORD INVESTMENT MANAGEMENT CO$3.0M1
286MFG WEALTH MANAGEMENT, INC.$3.0M1
287Beacon Pointe Advisors, LLC$3.0M1
288HB Wealth Management, LLC$3.0M1
289Ascent Group, LLC$2.9M1
290BECK CAPITAL MANAGEMENT, LLC$2.8M1
291ICON ADVISERS INC/CO$2.8M1
292BLAIR WILLIAM & CO/IL$2.8M1
293TCV Trust & Wealth Management, Inc.$2.8M1
294ABN AMRO INVESTMENT SOLUTIONS$2.7M1
295CWA Asset Management Group, LLC$2.7M1
296Lido Advisors, LLC$2.6M1
297Maryland State Retirement & Pension System$2.6M1
298Jain Global LLC$2.6M1
299NATIXIS$2.6M1
300Engineers Gate Manager LP$2.6M1
301CARRET ASSET MANAGEMENT, LLC$2.6M1
302PATTEN & PATTEN INC/TN$2.5M1
303Fifth Third Wealth Advisors LLC$2.5M1
304Kassira Wealth Management LLC$2.5M1
305Point Windward Advisors Inc.$2.5M1
306Plan Group Financial, LLC$2.5M1
307Sequoia Financial Advisors, LLC$2.5M1
308Dakota Wealth Management$2.5M1
309Allworth Financial LP$2.5M1
310CREDIT AGRICOLE S A$2.5M1
311Stamos Capital Partners, L.P.$2.4M1
312UNITED CAPITAL FINANCIAL ADVISORS, LLC$2.4M1
313TOKIO MARINE ASSET MANAGEMENT CO LTD$2.4M1
314Truvestments Capital LLC$2.4M1
315XML Financial, LLC$2.4M1
316Bleakley Financial Group, LLC$2.4M1
317CULBERTSON A N & CO INC$2.4M1
318Empowered Funds, LLC$2.4M1
319Wilmington Savings Fund Society, FSB$2.4M1
320Beverly Hills Private Wealth, LLC$2.3M1
321Gratus Wealth Advisors, LLC$2.3M1
322Summit Trail Advisors, LLC$2.3M1
323Crossmark Global Holdings, Inc.$2.3M1
324GREENWOOD CAPITAL ASSOCIATES LLC$2.3M1
325Generali Investments, Management Co LLC$2.3M1
326PFG Investments, LLC$2.3M1
327All Terrain Financial Advisors, LLC$2.2M1
328Midwest Trust Co$2.2M1
329Vident Advisory, LLC$2.2M1
330Redmond Asset Management, LLC$2.2M1
331MUFG Securities EMEA plc$2.2M1
332INTECH INVESTMENT MANAGEMENT LLC$2.2M1
333Merit Financial Group, LLC$2.1M1
334Apollon Wealth Management, LLC$2.1M1
335Kentucky Farm Bureau Mutual Insurance Co$2.1M1
336LOWE BROCKENBROUGH & CO INC$2.1M1
337QUADRANT CAPITAL GROUP LLC$2.1M1
338Federation des caisses Desjardins du Quebec$2.1M1
339Concurrent Investment Advisors, LLC$2.1M1
340Clearstead Advisors, LLC$2.1M1
341Garner Asset Management Corp$2.1M1
342CHOREO, LLC$2.0M1
343CONNING INC.$2.0M1
344HUB Investment Partners, LLC$2.0M1
345Vectors Research Management, LLC$2.0M1
346LEVEL FOUR ADVISORY SERVICES, LLC$2.0M1
347Saudi Central Bank$1.9M1
348Ascent Wealth Partners, LLC$1.9M1
349Perigon Wealth Management, LLC$1.9M1
350Moors & Cabot, Inc.$1.9M1
351Altshuler Shaham Ltd$1.9M1
352Cassaday & Co Wealth Management LLC$1.8M1
353Total Clarity Wealth Management, Inc.$1.8M1
354NovaPoint Capital, LLC$1.8M1
3553Chopt Investment Partners, LLC$1.8M1
356PROFUND ADVISORS LLC$1.8M1
357Vise Technologies, Inc.$1.8M1
358Coastal Bridge Advisors, LLC$1.8M1
359BRADLEY FOSTER & SARGENT INC/CT$1.8M1
360Colonial River Investments, LLC$1.8M1
361Apella Capital, LLC$1.8M1
362Empirical Finance, LLC$1.7M1
363Sompo Asset Management Co., Ltd.$1.7M1
364J.W. COLE ADVISORS, INC.$1.7M1
365CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.7M1
366Banque Cantonale Vaudoise$1.7M1
367NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.7M1
368Taylor Hoffman Capital Management LLC$1.7M1
369Kingsview Wealth Management, LLC$1.7M1
370Verus Financial Partners, Inc.$1.7M1
371Graves Light Lenhart Wealth, Inc.$1.7M1
3721832 Asset Management L.P.$1.7M1
373Platform Technology Partners$1.7M1
374DANSKE BANK A/S$1.7M1
375COURIER CAPITAL LLC$1.6M1
376PRINCIPAL SECURITIES, INC.$1.6M1
377Alaethes Wealth, LLC$1.6M1
378Assenagon Asset Management S.A.$1.6M1
379Belpointe Asset Management LLC$1.6M1
380Altman Advisors, Inc.$1.6M1
381Snowden Capital Advisors LLC$1.6M1
382CENTRAL TRUST Co$1.6M1
3831834 INVESTMENT ADVISORS CO$1.6M1
384BENJAMIN EDWARDS INC$1.6M1
385VestGen Advisors, LLC$1.6M1
386Savant Capital, LLC$1.6M1
387Capital Investment Counsel, Inc$1.6M1
388BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6M1
389OneDigital Investment Advisors LLC$1.5M1
390DONALDSON CAPITAL MANAGEMENT, LLC$1.5M1
391North Dakota State Investment Board$1.5M1
392BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.5M1
39344 WEALTH MANAGEMENT LLC$1.5M1
394TOUNJIAN ADVISORY PARTNERS, LLC$1.5M1
395Concord Wealth Partners$1.5M1
396CI INVESTMENTS INC.$1.5M1
397NOMURA HOLDINGS INC$1.5M1
398Tower Research Capital LLC (TRC)$1.5M1
399Concord Asset Management, LLC/VA$1.5M1
400Towne Trust Company, N.A$1.5M1
401MUFG SECURITIES AMERICAS INC.$1.5M1
402Brooklyn Investment Group$1.5M1
403Y-Intercept (Hong Kong) Ltd$1.4M1
404Rodgers Brothers Inc.$1.4M1
405SECURIAN ASSET MANAGEMENT, INC$1.4M1
406Alpha Omega Wealth Management LLC$1.4M1
407Spire Wealth Management$1.4M1
408Valmark Advisers, Inc.$1.4M1
409B. Metzler seel. Sohn & Co. AG$1.4M1
410Equitable Holdings, Inc.$1.4M1
411Beacon Bank & Trust$1.4M1
412DIVERSIFY WEALTH MANAGEMENT, LLC$1.4M1
413Abundance Wealth Counselors$1.4M1
414AGP FRANKLIN, LLC$1.4M1
415LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$1.4M1
416CANANDAIGUA NATIONAL CORP$1.3M1
417Chicago Capital, LLC$1.3M1
418Richard W. Paul & Associates, LLC$1.3M1
419PERSONAL CFO SOLUTIONS, LLC$1.3M1
420Canal Capital Management, LLC$1.3M1
421WESTPAC BANKING CORP$1.3M1
422SIGNATUREFD, LLC$1.3M1
423Salvus Wealth Management, LLC$1.3M1
424CULLINAN ASSOCIATES INC$1.3M1
425COLDSTREAM CAPITAL MANAGEMENT INC$1.3M1
426Mason & Associates, LLC$1.2M1
427NWAM LLC$1.2M1
428Tradewinds, LLC.$1.2M1
429Frank, Rimerman Advisors LLC$1.2M1
430Inspire Advisors, LLC$1.2M1
431PDT Partners, LLC$1.2M1
432WORLDQUANT MILLENNIUM ADVISORS LLC$1.2M1
433TRED AVON FAMILY WEALTH, LLC$1.2M1
434Wealthcare Advisory Partners LLC$1.2M1
435Hilton Head Capital Partners, LLC$1.2M1
436BURNEY CO/$1.2M1
437HM PAYSON & CO$1.2M1
438NBT BANK, N.A.$1.2M1
439Candriam S.C.A.$1.2M1
440MARIETTA INVESTMENT PARTNERS LLC$1.2M1
441F/m Investments LLC$1.2M1
442Dynamic Technology Lab Private Ltd$1.2M1
443Cohen Klingenstein LLC$1.2M1
444BECK MACK & OLIVER LLC$1.2M1
445Mork Capital Management, LLC$1.2M1
446WHITENER CAPITAL MANAGEMENT, INC.$1.1M1
447Indivisible Partners$1.1M1
448World Investment Advisors$1.1M1
449Radnor Capital Management, LLC$1.1M1
450WATERS PARKERSON & CO., LLC$1.1M1
451RBO & CO LLC$1.1M1
452Bison Wealth, LLC$1.1M1
453Future Fund LLC$1.1M1
454Elevated Capital Advisors, LLC$1.1M1
455Meeder Advisory Services, Inc.$1.1M1
456Elmwood Wealth Management, Inc.$1.1M1
457Wealthspire Advisors, LLC$1.1M1
458Ethic Inc.$1.1M1
459Hennion & Walsh Asset Management, Inc.$1.1M1
460ABN AMRO Bank N.V.$1.1M1
461Chesley Taft & Associates LLC$1.1M1
462Cornerstone Planning, LLC$1.1M1
463Laird Norton Wetherby Trust Company, LLC$1.1M1
464QRG CAPITAL MANAGEMENT, INC.$1.0M1
465ALLIANZ SE$1.0M1
466DOVER ADVISORS, LLC$1.0M1
467Innovative Wealth Building LLC$1.0M1
468Glenview Trust Co$1.0M1
469Emerald Investment Advisers, LLC$1.0M1
470DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$1.0M1
471Juno Financial Group LLC$998K1
472Founders Financial Alliance, LLC$997K1
473Advyzon Investment Management, LLC$994K1
474EXCALIBUR MANAGEMENT CORP$991K1
475Callan Family Office, LLC$983K1
476Ameritas Advisory Services, LLC$982K1
477MGO ONE SEVEN LLC$980K1
478Cornerstone Wealth Group, LLC$973K1
479EXENCIAL WEALTH ADVISORS, LLC$960K1
480iSAM Funds (UK) Ltd$955K1
481Haverford Trust Co$953K1
482Hartford Funds Management Co LLC$953K1
483SHELTON WEALTH MANAGEMENT, LLC$952K1
484ALERUS FINANCIAL NA$949K1
485Jacobi Capital Management LLC$944K1
486SAGESPRING WEALTH PARTNERS, LLC$935K1
487Patten Group, Inc.$935K1
488TWO SIGMA SECURITIES, LLC$930K1
489Prosperity Consulting Group, LLC$929K1
490Caldwell Trust Co$928K1
491AlphaCore Capital LLC$925K1
492Blue Trust, Inc.$923K1
493Vanguard Capital Wealth Advisors$921K1
494Centennial Wealth Advisory LLC$909K1
495PETTYJOHN, WOOD & WHITE, INC$908K1
496HBW ADVISORY SERVICES LLC$902K1
497FARMERS & MERCHANTS INVESTMENTS INC$897K1
498Dominguez Wealth Management Solutions, Inc.$896K1
499AVIVA PLC$896K1
500R Squared Ltd$896K1
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 D

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for D · financials and macro

Financials — as filed PLANNED

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