Public record / Tickers / DCI

DCI — DONALDSON Co INC

Both disclosure regimes on one name: who in Congress filed about DCI, 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
6
all PTR rows naming DCI
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
02-16
filed 2022-02-16
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

Mike Gallagher · $15.0K–$50.0K

Sale · traded 2020-01-31 → filed 2020-02-08. Ranked over every DCI row by the provable lower bound, never a point estimate.

No member disclosed DCI 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

No dated DCI rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING DCI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning DCI
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2022-02-16Lois Frankel D–FL-22SaleTraded 01-11 +36d$1K–$15K
2021-11-18Kim Schrier D–WA-8Sale · JT (jointly owned)Traded 10-28 +21d$1K–$15K
2020-03-23Lois Frankel D–FL-22PurchaseTraded 03-06 +17d$1K–$15K
2020-02-08Mike Gallagher R–WI-8Sale · SP (spouse-owned)Traded 01-31 +8d$15K–$50K
2020-02-08Mike Gallagher R–WI-8Sale · SP (spouse-owned)Traded 01-13 +26d$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 6 ↗

Members active in DCI

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

No member disclosed DCI in the trailing 12 months.

Congress ↔ notable managers · DCI

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
0 $0 held

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

Merged timeline of congressional filings and notable-manager moves on DCI
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Ftrim−16,225 sh
2026-05-15Bridgewater Associates 13Fexit−6,558 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 DCI for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$952M1
2STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$776M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$553M1
4VANGUARD CAPITAL MANAGEMENT LLC$440M1
5STATE STREET CORP$405M1
6FMR LLC$325M1
7GEODE CAPITAL MANAGEMENT, LLC$283M1
8MORGAN STANLEY$205M1
9Invesco Ltd.$195M1
10FULLER & THALER ASSET MANAGEMENT, INC.$179M1
11DIMENSIONAL FUND ADVISORS LP$169M1
12Pictet Asset Management Holding SA$153M1
13AMERICAN CENTURY COMPANIES INC$140M1
14WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$137M1
15FIDUCIARY MANAGEMENT INC /WI/$121M1
16Bank of New York Mellon Corp$104M1
17NORTHERN TRUST CORP$98.1M1
18FIRST TRUST ADVISORS LP$87.6M1
19Allspring Global Investments Holdings, LLC$77.3M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$69.3M1
21TWO SIGMA INVESTMENTS, LP$66.1M1
22AQR CAPITAL MANAGEMENT LLC$61.7M1
23VANGUARD FIDUCIARY TRUST CO$60.8M1
24VICTORY CAPITAL MANAGEMENT INC$58.6M1
25TD ASSET MANAGEMENT INC$58.3M1
26MASSACHUSETTS FINANCIAL SERVICES CO /MA/$56.2M1
27Epoch Investment Partners, Inc.$52.7M1
28UBS Group AG$51.6M1
29WELLS FARGO & COMPANY/MN$50.6M1
30Swedbank AB$45.4M1
31Quantinno Capital Management LP$43.2M1
32MAIRS & POWER INC$42.4M1
33ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$39.9M1
34Janus Henderson Group Ltd.$38.2M1
35BANK OF AMERICA CORP /DE/$37.5M1
36Robeco Institutional Asset Management B.V.$33.9M1
37HighTower Advisors, LLC$31.3M1
38UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$30.6M1
39Carnegie Investment Counsel$29.6M1
40Gotham Asset Management, LLC$26.3M1
41Arbejdsmarkedets Tillaegspension$24.9M1
42SG Capital Management LLC$24.8M1
43DUDLEY & SHANLEY, INC.$22.9M1
44RAYMOND JAMES FINANCIAL INC$22.7M1
45CONFLUENCE INVESTMENT MANAGEMENT LLC$22.6M1
46CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$22.2M1
47PRINCIPAL FINANCIAL GROUP INC$21.9M1
48ProShare Advisors LLC$21.6M1
49SEI INVESTMENTS CO$20.5M1
50US BANCORP \DE\$19.8M1
51Ceredex Value Advisors LLC$19.5M1
52Swiss National Bank$19.4M1
53ALPS ADVISORS INC$18.9M1
54Nuveen, LLC$18.6M1
55Retirement Systems of Alabama$17.6M1
56CITADEL ADVISORS LLC$16.7M1
57WCM INVESTMENT MANAGEMENT, LLC$15.9M1
58MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$15.4M1
59WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$15.0M1
60ROYAL BANK OF CANADA$13.8M1
61Point72 Asset Management, L.P.$13.7M1
62Legal & General Group Plc$13.6M1
63ENVESTNET ASSET MANAGEMENT INC$13.4M1
64ALLIANCEBERNSTEIN L.P.$13.3M1
65FRANKLIN RESOURCES INC$13.0M1
66STIFEL FINANCIAL CORP$12.2M1
67AMERIPRISE FINANCIAL INC$11.9M1
68BARCLAYS PLC$11.3M1
69HEARTLAND ADVISORS INC$11.3M1
70CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$10.5M1
71SEIZERT CAPITAL PARTNERS, LLC$10.4M1
72STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$10.4M1
73DANSKE BANK A/S$8.7M1
74VANGUARD ASSET MANAGEMENT, Ltd$8.7M1
75TEACHER RETIREMENT SYSTEM OF TEXAS$8.7M1
76Mariner, LLC$8.6M1
77BLAIR WILLIAM & CO/IL$8.5M1
78BNP Paribas Asset Management Holding S.A.$8.3M1
79MILLENNIUM MANAGEMENT LLC$8.1M1
80VOYA INVESTMENT MANAGEMENT LLC$8.0M1
81Covea Finance$7.4M1
82SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$7.4M1
831832 Asset Management L.P.$7.3M1
84Y-Intercept (Hong Kong) Ltd$7.2M1
85Palisade Asset Management, LLC$7.2M1
86First Nebraska Trust Co$6.9M1
87MANUFACTURERS LIFE INSURANCE COMPANY, THE$6.8M1
88WATERS PARKERSON & CO., LLC$6.7M1
89BENJAMIN EDWARDS INC$6.3M1
90NEW YORK STATE COMMON RETIREMENT FUND$6.2M1
91Mitsubishi UFJ Trust & Banking Corp$6.0M1
92Radnor Capital Management, LLC$5.9M1
93Tidal Investments LLC$5.9M1
94SFE Investment Counsel$5.6M1
95Connor, Clark & Lunn Investment Management Ltd.$5.4M1
96Universal- Beteiligungs- und Servicegesellschaft mbH$5.3M1
97Corient Private Wealth LLC$5.1M1
98STATE OF WISCONSIN INVESTMENT BOARD$5.0M1
99Marks Group Wealth Management, Inc$5.0M1
100GHP Investment Advisors, Inc.$5.0M1
101HSBC HOLDINGS PLC$4.9M1
102Ameritas Investment Partners, Inc.$4.9M1
103MetLife Investment Management, LLC$4.8M1
104Creative Planning$4.8M1
105LPL Financial LLC$4.7M1
106Willis Investment Counsel$4.7M1
107Aptus Capital Advisors, LLC$4.6M1
108Illinois Municipal Retirement Fund$4.4M1
109Curi Capital, LLC$4.3M1
110Focus Partners Wealth$4.3M1
111Vanguard Global Advisers, LLC$4.2M1
112PALISADE CAPITAL MANAGEMENT, LP$4.0M1
113REGIONS FINANCIAL CORP$4.0M1
114Advisors Capital Management, LLC$3.9M1
115Zurcher Kantonalbank (Zurich Cantonalbank)$3.8M1
116MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.8M1
117Callan Family Office, LLC$3.7M1
118SCHRODER INVESTMENT MANAGEMENT GROUP$3.7M1
119Zurich Insurance Group Ltd/FI$3.7M1
120Vest Financial, LLC$3.7M1
121BROWN ADVISORY INC$3.7M1
122PDT Partners, LLC$3.6M1
123BAHL & GAYNOR INC$3.5M1
124Arjuna Capital$3.5M1
125PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$3.5M1
126Rothschild Capital Partners, LLC$3.5M1
127Private Advisor Group, LLC$3.5M1
128Kestra Advisory Services, LLC$3.5M1
129KLP KAPITALFORVALTNING AS$3.4M1
130Summit Trail Advisors, LLC$3.3M1
131FIFTH THIRD BANCORP$3.3M1
132NATIXIS$3.3M1
133JOHNSON INVESTMENT COUNSEL INC$3.2M1
134NICHOLAS COMPANY, INC.$3.2M1
135Allianz Asset Management GmbH$3.1M1
136Atom Investors LP$3.1M1
137KEYBANK NATIONAL ASSOCIATION/OH$3.0M1
138YOUSIF CAPITAL MANAGEMENT, LLC$3.0M1
139NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$3.0M1
140O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.0M1
141Ethic Inc.$3.0M1
142Baird Financial Group, Inc.$2.9M1
143Meiji Yasuda Asset Management Co Ltd.$2.9M1
144State of New Jersey Common Pension Fund D$2.9M1
145CITIGROUP INC$2.8M1
146Dorsey & Whitney Trust CO LLC$2.8M1
147Arizona State Retirement System$2.7M1
148OCCUDO QUANTITATIVE STRATEGIES LP$2.7M1
149CIBC Bancorp USA Inc.$2.7M1
150B. Metzler seel. Sohn & Co. AG$2.6M1
151Great Waters Wealth Management$2.6M1
152PRUDENTIAL FINANCIAL INC$2.6M1
153Focus Financial Network, Inc.$2.5M1
154Berger Financial Group, Inc$2.5M1
155Vanguard Investments Australia, Ltd.$2.5M1
156COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.5M1
157Orion Porfolio Solutions, LLC$2.4M1
158STATE OF MICHIGAN RETIREMENT SYSTEM$2.4M1
159Holocene Advisors, LP$2.3M1
160SCHARF INVESTMENTS, LLC$2.3M1
161NOMURA ASSET MANAGEMENT CO LTD$2.3M1
162NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.2M1
163VOLORIDGE INVESTMENT MANAGEMENT, LLC$2.2M1
164Values First Advisors, Inc.$2.1M1
165Cetera Investment Advisers$2.1M1
166ICW Investment Advisors LLC$2.1M1
167ROMANO BROTHERS AND COMPANY$2.0M1
168NAPLES GLOBAL ADVISORS, LLC$2.0M1
169OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.0M1
170Squarepoint Ops LLC$2.0M1
171&PARTNERS$2.0M1
172JENSEN INVESTMENT MANAGEMENT INC$2.0M1
173COMMERCE BANK$1.9M1
174Edgestream Partners, L.P.$1.9M1
175Elo Mutual Pension Insurance Co$1.9M1
176Pathstone Holdings, LLC$1.9M1
177AMG National Trust Bank$1.8M1
178HANCOCK WHITNEY CORP$1.8M1
179Aurora Investment Counsel$1.7M1
180DEUTSCHE BANK AG\$1.7M1
181DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$1.7M1
182NewEdge Wealth, LLC$1.7M1
183MERCER GLOBAL ADVISORS INC /ADV$1.6M1
184DIVERSIFIED MANAGEMENT INC$1.6M1
185Utah Retirement Systems$1.6M1
186Vestmark Advisory Solutions, Inc.$1.6M1
187JGP Wealth Management, LLC$1.6M1
188BARTLETT & CO. WEALTH MANAGEMENT LLC$1.6M1
189Hills Bank & Trust Co$1.5M1
190Cerity Partners LLC$1.5M1
191New Age Alpha Advisors, LLC$1.5M1
192BURNEY CO/$1.5M1
193NISA INVESTMENT ADVISORS, LLC$1.4M1
194Savant Capital, LLC$1.4M1
195INTECH INVESTMENT MANAGEMENT LLC$1.4M1
196Inscription Capital, LLC$1.4M1
197Hollow Brook Wealth Management LLC$1.4M1
198Apollon Wealth Management, LLC$1.3M1
199Genus Capital Management Inc.$1.3M1
200Man Group plc$1.3M1
201Brevan Howard Capital Management LP$1.3M1
202Sequoia Financial Advisors, LLC$1.3M1
203EVERGREEN CAPITAL MANAGEMENT LLC$1.2M1
204BANK OF MONTREAL /CAN/$1.2M1
205EADS & HEALD WEALTH MANAGEMENT$1.2M1
206NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.2M1
207XPONANCE LLC$1.2M1
208Quantbot Technologies LP$1.2M1
209PineStone Asset Management Inc.$1.2M1
210Atria Investments, Inc$1.2M1
211Granite Investment Partners, LLC$1.2M1
212Granite Bay Wealth Management, LLC$1.2M1
213Hillsdale Investment Management Inc.$1.2M1
214Chevy Chase Trust Holdings, LLC$1.1M1
215M&T BANK CORP$1.1M1
216LEAVELL INVESTMENT MANAGEMENT, INC.$1.1M1
217Vanguard Personalized Indexing Management, LLC$1.1M1
218Caprock Group, LLC$1.1M1
219COMMONWEALTH EQUITY SERVICES, LLC$1.0M1
220FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$1.0M1
221Inspire Advisors, LLC$969K1
222STUDIO INVESTMENT MANAGEMENT LLC$955K1
223Empowered Funds, LLC$951K1
224OSAIC HOLDINGS, INC.$935K1
225CWM, LLC$918K1
226BOOTHBAY FUND MANAGEMENT, LLC$914K1
227State of Wyoming$882K1
228NICOLET BANKSHARES INC$877K1
229Chicago Partners Investment Group LLC$869K1
230Aaron Wealth Advisors LLC$836K1
231Freestone Grove Partners LP$827K1
232RENAISSANCE GROUP LLC$822K1
233Dynamic Advisor Solutions LLC$818K1
234Lido Advisors, LLC$804K1
235INVESTMENT HOUSE LLC$798K1
236Sendero Wealth Management, LLC$797K1
237Diversified Trust Co$786K1
238FEDERATED HERMES, INC.$783K1
239MACKENZIE FINANCIAL CORP$782K1
240Inspire Investing, LLC$781K1
241Sylvest Advisors, LLC$780K1
242Cresset Asset Management, LLC$761K1
243Ironwood Investment Counsel, LLC$749K1
244RITHOLTZ WEALTH MANAGEMENT$743K1
245Crossmark Global Holdings, Inc.$729K1
246Sanctuary Advisors, LLC$720K1
247SECURIAN ASSET MANAGEMENT, INC$716K1
248Verdence Capital Advisors LLC$703K1
249Quadrature Capital Ltd$701K1
250LAZARD ASSET MANAGEMENT LLC$694K1
251Morningstar Investment Management LLC$686K1
252Glenview Trust Co$684K1
253PANAGORA ASSET MANAGEMENT INC$670K1
254Federation des caisses Desjardins du Quebec$640K1
255Livforsakringsbolaget Skandia, Omsesidigt$636K1
256Gallagher Fiduciary Advisors, LLC$624K1
257TRUIST FINANCIAL CORP$623K1
258Swiss Life Asset Management Ltd$620K1
259Wealthspire Advisors, LLC$608K1
260INTEGRITY ALLIANCE, LLC.$581K1
261Ballentine Partners, LLC$571K1
262Cornerstone Wealth Management, LLC$567K1
263Kera Capital Partners, Inc.$560K1
264NORTH STAR ASSET MANAGEMENT INC$559K1
265D. E. Shaw & Co., Inc.$552K1
266Amundi$541K1
267Ensign Peak Advisors, Inc$540K1
268Vident Advisory, LLC$520K1
269Aristotle Capital Management, LLC$509K1
270Eurizon Capital SGR S.p.A.$506K1
271FIRST NATIONAL BANK OF OMAHA$501K1
272DnB Asset Management AS$500K1
273Steward Partners Investment Advisory, LLC$491K1
274CI INVESTMENTS INC.$482K1
275Polymer Capital Management (US) LLC$478K1
276Maryland State Retirement & Pension System$476K1
277QUADRANT CAPITAL GROUP LLC$474K1
278WELCH & FORBES LLC$458K1
279PIER 88 INVESTMENT PARTNERS LLC$458K1
280Azimuth Capital Investment Management LLC$454K1
281JANE STREET GROUP, LLC$444K1
282Hennion & Walsh Asset Management, Inc.$434K1
283Curated Wealth Partners LLC$430K1
284Affiance Financial, LLC$429K1
285MQS Management LLC$427K1
286FORA Capital, LLC$427K1
287GREAT VALLEY ADVISOR GROUP, INC.$425K1
288ROBERTS GLORE & CO INC /IL/$425K1
289PARSONS CAPITAL MANAGEMENT INC/RI$420K1
290Impact Capital Partners LLC$419K1
291One Wealth Advisors, LLC$411K1
292FIRST INTERSTATE BANK$407K1
293Concurrent Investment Advisors, LLC$402K1
294EASTERN BANK$397K1
295Hardworking Capital Advisors, LLC$391K1
296PERKINS CAPITAL MANAGEMENT INC$390K1
297Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$386K1
298Schonfeld Strategic Advisors LLC$386K1
299Vise Technologies, Inc.$382K1
300Laird Norton Wetherby Trust Company, LLC$381K1
301D.A. DAVIDSON & CO.$376K1
302ExodusPoint Capital Management, LP$373K1
303Ausdal Financial Partners, Inc.$371K1
304Tower Research Capital LLC (TRC)$370K1
305Accredited Investors Inc.$368K1
306DIVERSIFY WEALTH MANAGEMENT, LLC$360K1
307SOMERVILLE KURT F$350K1
308True North Advisors, LLC$342K1
309Baker Avenue Asset Management, LP$336K1
310HUB Investment Partners, LLC$332K1
311denkapparat Operations GmbH$330K1
312Sterling Capital Management LLC$327K1
313CIBC Asset Management Inc$324K1
314COLDSTREAM CAPITAL MANAGEMENT INC$319K1
315SHELTON CAPITAL MANAGEMENT$318K1
316CHILDRESS CAPITAL ADVISORS, LLC$315K1
317Optas, LLC$315K1
318PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$312K1
319Beacon Pointe Advisors, LLC$310K1
320Perigon Wealth Management, LLC$304K1
321Brooklyn Investment Group$304K1
322HB Wealth Management, LLC$297K1
323Advisory Advocates, LLC$296K1
324Leeward Financial Partners, LLC$296K1
325MITCHELL SINKLER & STARR/PA$294K1
326World Investment Advisors$289K1
327North Dakota State Investment Board$288K1
328SUMMITRY LLC$286K1
329Merit Financial Group, LLC$285K1
330M. Kraus & Co$280K1
331MGO ONE SEVEN LLC$279K1
332PEAK6 LLC$277K1
333Sumitomo Mitsui DS Asset Management Company, Ltd$275K1
334First Eagle Investment Management, LLC$272K1
335Penobscot Investment Management Company, Inc.$272K1
336Savvy Advisors, Inc.$271K1
337CHOREO, LLC$263K1
338SNS Financial Group, LLC$263K1
339Legend Financial Advisors, Inc.$262K1
340Riverwater Partners LLC$260K1
341Magnetar Financial LLC$259K1
342WASHINGTON TRUST BANK$255K1
343Hemenway Trust Co LLC$255K1
344PLIMOTH TRUST CO LLC$255K1
345Ashton Thomas Private Wealth, LLC$253K1
346Ramirez Asset Management, Inc.$251K1
347Arax Advisory Partners$251K1
348Portside Wealth Group, LLC$251K1
349Blue Trust, Inc.$248K1
350Essex Financial Services, Inc.$246K1
3511900 WEALTH MANAGEMENT LLC$245K1
352NORTHEAST INVESTMENT MANAGEMENT$243K1
353MONETA GROUP INVESTMENT ADVISORS LLC$239K1
354ARMSTRONG HENRY H ASSOCIATES INC$238K1
355Tannin Capital LLC$237K1
356Financial Planning Hawaii, Inc.$237K1
357TOCQUEVILLE ASSET MANAGEMENT L.P.$236K1
358Pallas Capital Advisors LLC$230K1
359CHICAGO TRUST Co NA$230K1
360OneDigital Investment Advisors LLC$227K1
361KFA Private Wealth Group, LLC$226K1
362Meeder Advisory Services, Inc.$223K1
363Faithward Advisors, LLC$223K1
364PROFUND ADVISORS LLC$223K1
365FLORIDA FINANCIAL ADVISORS, LLC$221K1
366Gallacher Capital Management LLC$218K1
367GUGGENHEIM CAPITAL LLC$218K1
368Kathmere Capital Management, LLC$217K1
369Stirlingshire Investments, Inc.$214K1
370Frec Markets, Inc.$213K1
371GREAT LAKES ADVISORS, LLC$212K1
372Advyzon Investment Management, LLC$211K1
373Manchester Capital Management LLC$208K1
374NorthRock Partners, LLC$206K1
375Valtinson Bruner Financial Planning LLC$206K1
376EXCHANGE TRADED CONCEPTS, LLC$204K1
377COMPASS CAPITAL MANAGEMENT, INC$202K1
378Wealthspire Retirement, LLC$201K1
379STEINBERGANNA WEALTH MANAGEMENT$201K1
380Parkside Financial Bank & Trust$180K1
381Smartleaf Asset Management LLC$172K1
382NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$170K1
383MidFirst Bank$168K1
384Rockefeller Capital Management L.P.$164K1
385Keating Financial Advisory Services, Inc.$162K1
386Twin Tree Management, LP$161K1
387Bangor Savings Bank$129K1
388SIGNATUREFD, LLC$127K1
389Kentucky Trust Co$121K1
390CENTRAL TRUST Co$114K1
391UMB Bank, n.a.$106K1
392Bank of New Hampshire$99.6K1
393Pacific Center for Financial Services$84.9K1
394SOUTHERN MICHIGAN BANK & TRUST$70.4K1
395Gleason Group, Inc.$68.6K1
396Geneos Wealth Management Inc.$67.9K1
397Sachetta, LLC$64.8K1
398USA FINANCIAL FORMULAS$61.0K1
399Advisors Asset Management, Inc.$57.6K1
400NATIONAL BANK OF CANADA /FI/$43.1K1
401Opal Wealth Advisors, LLC$42.6K1
402Battery Global Advisors, LLC$40.6K1
403Ritter Daniher Financial Advisory LLC / DE$40.4K1
404WEBSTER BANK, N. A.$39.7K1
405ACADIAN ASSET MANAGEMENT LLC$39.1K1
406MAI Capital Management$34.3K1
407Leonteq Securities AG$33.1K1
408SJS Investment Consulting Inc.$33.0K1
409Asset Dedication, LLC$32.0K1
410Pflug Koory, LLC$30.6K1
411True Wealth Design, LLC$27.8K1
412Allworth Financial LP$27.1K1
413Dogwood Wealth Management LLC$19.9K1
414Millstone Evans Group, LLC$18.0K1
415Walleye Capital LLC$17.2K1
416Destiny Wealth Partners, LLC$17.0K1
417HM PAYSON & CO$16.3K1
418Basecamp Wealth Advisors LLC$15.3K1
419Private Wealth Management Group, LLC$15.2K1
420Signature Equity Partners, LLC$15.0K1
421VAN ECK ASSOCIATES CORP$13.8K1
422DekaBank Deutsche Girozentrale$13.1K1
423TRUST CO OF TOLEDO NA /OH/$12.3K1
424JFS WEALTH ADVISORS, LLC$12.0K1
425Owl Creek Wealth Partners LLC$11.5K1
426MATHER GROUP, LLC.$11.1K1
427ASSETMARK, INC$11.0K1
428Larson Financial Group LLC$10.4K1
429Mitsubishi UFJ Asset Management Co., Ltd.$10.2K1
430State of Alaska, Department of Revenue$10.2K1
431NEW YORK STATE TEACHERS RETIREMENT SYSTEM$10.0K1
432JNBA Financial Advisors$9.5K1
433Clearstead Trust, LLC$9.3K1
434FARMERS & MERCHANTS INVESTMENTS INC$8.6K1
435Nvest Wealth Strategies, Inc.$8.5K1
436Community Financial Services Group, LLC$7.7K1
437Mowery & Schoenfeld Wealth Management, LLC$7.6K1
438Atlantic Union Bankshares Corp$7.6K1
439ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$7.2K1
440CANADA LIFE ASSURANCE Co$7.0K1
441Wealth Enhancement Trust Services, Inc.$7.0K1
442TopTier Wealth Management, LLC$7.0K1
443TD Waterhouse Canada Inc.$6.5K1
444Physician Wealth Advisors, Inc.$5.6K1
445Transamerica Financial Advisors, LLC$5.3K1
446Pinnacle Wealth Planning Services, Inc.$4.9K1
447CVA Family Office, LLC$4.8K1
448AMALGAMATED BANK$4.5K1
449THRIVENT FINANCIAL FOR LUTHERANS$4.4K1
450Grove Bank & Trust$4.2K1
451Treasurer of the State of North Carolina$4.2K1
452Altshuler Shaham Ltd$3.9K1
453Truvestments Capital LLC$3.9K1
454Intentional Wealth Strategies, LLC$3.9K1
455ARMSTRONG ADVISORY GROUP, INC$3.4K1
456TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$3.1K1
457Clearstead Advisors, LLC$3.0K1
458NATIXIS ADVISORS, LLC$2.6K1
459Salomon & Ludwin, LLC$2.5K1
460Marquette Asset Management, LLC$2.0K1
461DiNuzzo Private Wealth, Inc.$2.0K1
462Valued Wealth Advisors LLC$1.9K1
463Rialto Wealth Management, LLC$1.9K1
464Bell Investment Advisors, Inc$1.8K1
465TFC Financial Management, Inc.$1.7K1
466FINANCIAL CONSULATE, INC$1.7K1
467ELEVATION WEALTH PARTNERS, LLC$1.6K1
468Cromwell Holdings LLC$1.5K1
469SouthState Bank Corp$1.4K1
470Kilter Group LLC$1.3K1
471ALGERT GLOBAL LLC$1.2K1
472SBI Securities Co., Ltd.$1.1K1
473WEDBUSH SECURITIES INC$1.1K1
474Quaker Wealth Management, LLC$9341
475Frazier Financial Advisors, LLC$7641
476American Capital Advisory, LLC$7641
477PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$7501
478Vermillion Wealth Management, Inc.$5941
479HFM Investment Advisors, LLC$5941
480Sunrise Financial Services, LLC$5091
481CX Institutional$4541
482SHP Wealth Management$4241
483Caitong International Asset Management Co., Ltd$4241
484KBC Group NV$3091
485Vestcor Inc$2841
486Activest Wealth Management$851
487Employees Retirement System of Texas$831
488Capital Advisors, Ltd. LLC$51
489Capital Analysts, LLC$31
490Avion Wealth$11
491VANGUARD GROUP INC$01
492MML INVESTORS SERVICES, LLC$01
493STEPHENS INC /AR/$01
494HARBOUR INVESTMENTS, INC.$01
495COMERICA BANK$01
496CIBC WORLD MARKETS CORP$01
497TRUST CO OF VERMONT$01
498HARVEY INVESTMENT CO LLC$01
499BALYASNY ASSET MANAGEMENT L.P.$01
500SILVERCREST ASSET MANAGEMENT GROUP LLC$01
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 DCI

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for DCI · financials and macro

Financials — as filed PLANNED

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