Public record / Tickers / DD

DD — DuPont de Nemours, Inc.

Both disclosure regimes on one name: who in Congress filed about DD, 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
111
all PTR rows naming DD
Members · 12m
1
1 buys · 2 sells · by trade date
Latest PTR
09-04
filed 2026-09-04
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

Kelly Loeffler · $100K–$250K

Sale · traded 2020-04-07 → filed 2020-05-01. Ranked over every DD row by the provable lower bound, never a point estimate.

1 member · 1 buys / 2 sells

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

45 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

5 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. 5 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING DD · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning DD
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-04Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 07-17 LATE·49d$1K–$15K
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 01-09 +35d$1K–$15K
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 11-12 +33d$1K–$15K
2025-06-09Robert P. Bresnahan, Jr. R–PA-8SaleTraded 05-15 +25d$1K–$15K
2025-04-11Jefferson Shreve R–IN-6SaleTraded 03-31 +11d$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 111 ↗

Members active in DD

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing DD in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-313−$29.0K to $13.0K2

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

Congress ↔ notable managers · DD

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

Congress · last 90 days

Buyers
0
Sellers
1 Gilbert Ray Cisneros, Jr. D–CA-31 $1K–$15K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Bridgewater Associates $0 held

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

Merged timeline of congressional filings and notable-manager moves on DD
DateWhoChangeSize
2026-09-04Gilbert Ray Cisneros, Jr. CongressSale$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+510,490 sh
2026-05-15Tudor Investment Corp 13Fnew+811,858 sh
2026-05-15Bridgewater Associates 13Fexit−33,066 sh
2026-05-14Caxton Associates 13Fnew+28,357 sh

5 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 DD for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.4B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.2B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$884M1
4STATE STREET CORP$857M1
5Invesco Ltd.$546M1
6GEODE CAPITAL MANAGEMENT, LLC$508M1
7MORGAN STANLEY$373M1
8Nuveen, LLC$300M1
9VICTORY CAPITAL MANAGEMENT INC$288M1
10NORTHERN TRUST CORP$239M1
11BANK OF AMERICA CORP /DE/$212M1
12CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$181M1
13Bank of New York Mellon Corp$170M1
14UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$162M1
15DIMENSIONAL FUND ADVISORS LP$161M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$145M1
17BARROW HANLEY MEWHINNEY & STRAUSS LLC$131M1
18Legal & General Group Plc$130M1
19FMR LLC$125M1
20Amundi$114M1
21MASSACHUSETTS FINANCIAL SERVICES CO /MA/$113M1
22AQR CAPITAL MANAGEMENT LLC$111M1
23MACKENZIE FINANCIAL CORP$108M1
24VANGUARD FIDUCIARY TRUST CO$105M1
25PRIMECAP MANAGEMENT CO/CA/$91.5M1
26UBS Group AG$90.7M1
27WELLS FARGO & COMPANY/MN$90.5M1
28DEUTSCHE BANK AG\$89.6M1
29Eurizon Capital SGR S.p.A.$86.2M1
30PANAGORA ASSET MANAGEMENT INC$84.4M1
31JANE STREET GROUP, LLC$81.5M1
32NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$80.4M1
33Quantinno Capital Management LP$77.8M1
34Robeco Institutional Asset Management B.V.$73.7M1
35M&T BANK CORP$71.5M1
36RAYMOND JAMES FINANCIAL INC$64.4M1
37WORLDQUANT MILLENNIUM ADVISORS LLC$63.2M1
38ROYAL BANK OF CANADA$61.7M1
39SCHRODER INVESTMENT MANAGEMENT GROUP$61.7M1
40JENNISON ASSOCIATES LLC$60.5M1
41Boston Partners$60.1M1
42VOLORIDGE INVESTMENT MANAGEMENT, LLC$57.5M1
43Swiss National Bank$56.3M1
44Empower Advisory Group, LLC$54.8M1
45BANK OF MONTREAL /CAN/$54.8M1
46Gotham Asset Management, LLC$54.7M1
47BARCLAYS PLC$54.1M1
48D. E. Shaw & Co., Inc.$52.4M1
49Swiss Life Asset Management Ltd$51.0M1
50Man Group plc$50.0M1
51MANUFACTURERS LIFE INSURANCE COMPANY, THE$48.9M1
52ANCHOR CAPITAL ADVISORS LLC$48.3M1
53MILLENNIUM MANAGEMENT LLC$44.5M1
54Mitsubishi UFJ Asset Management Co., Ltd.$42.8M1
55Sequoia Financial Advisors, LLC$42.6M1
56Vanguard Global Advisers, LLC$41.3M1
57CITADEL ADVISORS LLC$41.1M1
58Sumitomo Mitsui Trust Group, Inc.$41.0M1
59AMERIPRISE FINANCIAL INC$41.0M1
60GREAT LAKES ADVISORS, LLC$40.5M1
61VANGUARD ASSET MANAGEMENT, Ltd$38.7M1
62TUDOR INVESTMENT CORP ET AL$37.2M1
63CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$37.0M1
64RHUMBLINE ADVISERS$35.8M1
65ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$34.7M1
66HSBC HOLDINGS PLC$34.4M1
67HOMESTEAD ADVISERS CORP$33.0M1
68BNP Paribas Asset Management Holding S.A.$29.2M1
69Zurcher Kantonalbank (Zurich Cantonalbank)$28.8M1
70FRANKLIN RESOURCES INC$27.8M1
71Aberdeen Group plc$25.7M1
72TWO SIGMA INVESTMENTS, LP$24.0M1
73FIRST TRUST ADVISORS LP$23.7M1
74Focus Partners Wealth$23.3M1
75Ensign Peak Advisors, Inc$23.2M1
76CITIGROUP INC$22.3M1
77PRINCIPAL FINANCIAL GROUP INC$22.0M1
78NOMURA ASSET MANAGEMENT CO LTD$21.1M1
79Qube Research & Technologies Ltd$21.0M1
80LPL Financial LLC$20.8M1
81PFA Pension, Forsikringsaktieselskab$20.7M1
82PRUDENTIAL FINANCIAL INC$20.4M1
83Auto-Owners Insurance Co$20.0M1
84ENVESTNET ASSET MANAGEMENT INC$19.8M1
85Squarepoint Ops LLC$19.2M1
86SEI INVESTMENTS CO$18.4M1
87STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$18.0M1
88ALLIANCEBERNSTEIN L.P.$17.6M1
89SOROS FUND MANAGEMENT LLC$16.9M1
90AVIVA PLC$16.5M1
91DANSKE BANK A/S$16.1M1
92NATIONAL BANK OF CANADA /FI/$16.1M1
93BROWN ADVISORY INC$15.4M1
94Newport Trust Company, LLC$15.0M1
95Swedbank AB$14.9M1
96ADAGE CAPITAL PARTNERS GP, L.L.C.$14.7M1
97Susquehanna Portfolio Strategies, LLC$14.6M1
98UniSuper Management Pty Ltd$13.8M1
99IEQ CAPITAL, LLC$13.4M1
100STIFEL FINANCIAL CORP$13.3M1
101STATE OF WISCONSIN INVESTMENT BOARD$13.0M1
102Baird Financial Group, Inc.$12.9M1
103KING LUTHER CAPITAL MANAGEMENT CORP$12.5M1
104VOYA INVESTMENT MANAGEMENT LLC$12.4M1
105NATIXIS$12.1M1
106KLP KAPITALFORVALTNING AS$12.0M1
107Varma Mutual Pension Insurance Co$11.9M1
108Crossmark Global Holdings, Inc.$11.3M1
109One Capital Management, LLC$11.0M1
110US BANCORP \DE\$10.6M1
111PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$10.5M1
112GLENMEDE TRUST CO NA$10.4M1
113Corient Private Wealth LLC$10.3M1
114STOREBRAND ASSET MANAGEMENT AS$10.2M1
115FIL Ltd$9.8M1
116Verition Fund Management LLC$9.7M1
117Lombard Odier Asset Management (Switzerland) SA$9.7M1
118Creative Planning$9.5M1
119Vanguard Investments Australia, Ltd.$9.5M1
120Chevy Chase Trust Holdings, LLC$9.4M1
121Cerity Partners LLC$9.4M1
122U.S. Capital Wealth Advisors, LLC$9.4M1
123Universal- Beteiligungs- und Servicegesellschaft mbH$9.3M1
124CLIFFORD SWAN INVESTMENT COUNSEL LLC$9.3M1
125Allianz Asset Management GmbH$9.2M1
126COMMONWEALTH EQUITY SERVICES, LLC$9.1M1
127XTX Topco Ltd$9.0M1
128CONNORS INVESTOR SERVICES INC$8.7M1
129Pictet Asset Management Holding SA$8.6M1
130Ancora Advisors LLC$8.4M1
131OSAIC HOLDINGS, INC.$8.3M1
132Asset Management One Co., Ltd.$8.2M1
133Korea Investment CORP$8.1M1
134TORONTO DOMINION BANK$8.0M1
135TD ASSET MANAGEMENT INC$7.9M1
136Mariner, LLC$7.6M1
137Holowesko Partners Ltd.$7.5M1
138OCCUDO QUANTITATIVE STRATEGIES LP$7.4M1
139ELEMENT CAPITAL MANAGEMENT LLC$7.3M1
140KEYBANK NATIONAL ASSOCIATION/OH$7.2M1
141NISA INVESTMENT ADVISORS, LLC$6.8M1
142XPONANCE LLC$6.8M1
143Calamos Advisors LLC$6.7M1
144Resona Asset Management Co.,Ltd.$6.6M1
145Lansforsakringar Fondforvaltning AB (publ)$6.6M1
146FIFTH THIRD BANCORP$6.5M1
147Brevan Howard Capital Management LP$6.5M1
148WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6.4M1
149ROYAL LONDON ASSET MANAGEMENT LTD$6.4M1
150Caption Management, LLC$6.4M1
151State of New Jersey Common Pension Fund D$6.3M1
152Tredje AP-fonden$5.9M1
153Cetera Investment Advisers$5.8M1
154HighTower Advisors, LLC$5.7M1
155IFM Investors Pty Ltd$5.6M1
156HANCOCK WHITNEY CORP$5.5M1
157CIBC Bancorp USA Inc.$5.5M1
158MERCER GLOBAL ADVISORS INC /ADV$5.5M1
159Hillman Capital Management, Inc.$5.4M1
160CWM, LLC$5.3M1
161NLB Skladi, upravljanje premozenja, d.o.o.$5.3M1
162AMERICAN CENTURY COMPANIES INC$5.2M1
163Arizona State Retirement System$5.2M1
164HITE Hedge Asset Management LLC$5.2M1
165TRUIST FINANCIAL CORP$5.1M1
166Czech National Bank$5.1M1
167STATE OF MICHIGAN RETIREMENT SYSTEM$5.1M1
168WESTPAC BANKING CORP$5.0M1
169SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.9M1
170Haverford Trust Co$4.9M1
171SEB Asset Management AB$4.8M1
172Boussard & Gavaudan Investment Management LLP$4.7M1
173NewEdge Advisors, LLC$4.6M1
174CIBC Asset Management Inc$4.6M1
175KWMG, LLC$4.6M1
176Tidal Investments LLC$4.5M1
177Weiss Asset Management LP$4.5M1
178Kingsview Wealth Management, LLC$4.5M1
179Pathstone Holdings, LLC$4.5M1
180DnB Asset Management AS$4.5M1
181MetLife Investment Management, LLC$4.4M1
182COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.4M1
183TD Waterhouse Canada Inc.$4.3M1
184WELLINGTON MANAGEMENT GROUP LLP$4.3M1
185CUTLER INVESTMENT COUNSEL LLC$4.1M1
186Ruffer LLP$4.0M1
187O'SHAUGHNESSY ASSET MANAGEMENT, LLC$4.0M1
188MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.0M1
189Retirement Systems of Alabama$4.0M1
190Assenagon Asset Management S.A.$4.0M1
191Prospera Financial Services Inc$3.9M1
192Merewether Investment Management, LP$3.9M1
193Private Advisor Group, LLC$3.8M1
194NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.8M1
195Federation des caisses Desjardins du Quebec$3.8M1
196Walleye Trading LLC$3.8M1
197Mirae Asset Global Investments Co., Ltd.$3.7M1
198USS Investment Management Ltd$3.7M1
199Addenda Capital Inc.$3.7M1
200Y-Intercept (Hong Kong) Ltd$3.7M1
201BFI Infinity Ltd.$3.7M1
202ADAMS NATURAL RESOURCES FUND, INC.$3.6M1
203Oak Thistle LLC$3.6M1
204BLAIR WILLIAM & CO/IL$3.5M1
205AZZAD ASSET MANAGEMENT INC /ADV$3.5M1
206WINDWARD CAPITAL MANAGEMENT CO /CA$3.4M1
207Polymer Capital Management (US) LLC$3.4M1
208ProShare Advisors LLC$3.4M1
209Americana Partners, LLC$3.4M1
210WATERS PARKERSON & CO., LLC$3.4M1
211Mediolanum International Funds Ltd$3.3M1
212GUGGENHEIM CAPITAL LLC$3.3M1
213CANADA PENSION PLAN INVESTMENT BOARD$3.3M1
214Ethic Inc.$3.2M1
215Rockefeller Capital Management L.P.$3.2M1
216Daiwa Securities Group Inc.$3.2M1
217Vanguard Personalized Indexing Management, LLC$3.2M1
218NEOS Investment Management LLC$3.1M1
219Utah Retirement Systems$3.1M1
220Vident Advisory, LLC$3.0M1
221Rehmann Capital Advisory Group$3.0M1
222PUBLIC SECTOR PENSION INVESTMENT BOARD$3.0M1
223Summit Trail Advisors, LLC$3.0M1
224&PARTNERS$2.9M1
225Engineers Gate Manager LP$2.9M1
226CHOREO, LLC$2.9M1
227NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.8M1
228PINNACLE ASSOCIATES LTD$2.8M1
229Rakuten Investment Management, Inc.$2.7M1
230Fisher Funds Management LTD$2.7M1
231MEYER HANDELMAN CO$2.7M1
232BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.6M1
233Bryn Mawr Trust Advisors, LLC$2.6M1
234MACQUARIE GROUP LTD$2.6M1
235Sumitomo Mitsui DS Asset Management Company, Ltd$2.6M1
236Qsemble Capital Management, LP$2.6M1
237YOUSIF CAPITAL MANAGEMENT, LLC$2.6M1
238NISSAY ASSET MANAGEMENT CORP /JAPAN$2.5M1
239Trexquant Investment LP$2.5M1
240CALIFORNIA FIRST LEASING CORP$2.5M1
241BANK OF NOVA SCOTIA$2.5M1
242Janus Henderson Group Ltd.$2.5M1
243COMMERCE BANK$2.4M1
244MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.4M1
245ING GROEP NV$2.4M1
246B. Metzler seel. Sohn & Co. AG$2.4M1
247FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$2.4M1
248Clearbridge Investments, LLC$2.4M1
249Kintayl Capital LP$2.3M1
250Empowered Funds, LLC$2.3M1
251Bridgefront Capital, LLC$2.3M1
252Caprock Group, LLC$2.3M1
253Sanctuary Advisors, LLC$2.2M1
254Merit Financial Group, LLC$2.2M1
255Brookmont Capital Management$2.2M1
256OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.1M1
257Atria Investments, Inc$2.1M1
258AUXIER ASSET MANAGEMENT LLC$2.1M1
259INTECH INVESTMENT MANAGEMENT LLC$2.1M1
260GROUP ONE TRADING LLC$2.0M1
261OP Asset Management Ltd$2.0M1
262Bell & Brown Wealth Advisors, LLC$2.0M1
263Kestra Advisory Services, LLC$2.0M1
264Caldwell Trust Co$1.9M1
265Wilmington Savings Fund Society, FSB$1.9M1
266Ballentine Partners, LLC$1.9M1
267Avanza Fonder AB$1.9M1
268Independent Advisor Alliance$1.9M1
269UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.9M1
270Andra AP-fonden$1.9M1
271BDF-GESTION$1.9M1
272True North Advisors, LLC$1.9M1
273Elo Mutual Pension Insurance Co$1.9M1
274Roberts Wealth Advisors, LLC$1.9M1
275American Assets Investment Management, LLC$1.8M1
276Millington Financial Advisors, LLC$1.8M1
277Wealthfront Advisers LLC$1.8M1
278Royal Fund Management, LLC$1.7M1
279Concurrent Investment Advisors, LLC$1.7M1
280MML INVESTORS SERVICES, LLC$1.7M1
281BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.7M1
282Great Lakes Retirement, Inc.$1.7M1
283BRANDYWINE OAK PRIVATE WEALTH LLC$1.6M1
284Choate Investment Advisors$1.6M1
285Missouri Trust & Investment Co$1.6M1
286Dayah Capital LLC$1.6M1
287MCDONALD PARTNERS LLC$1.6M1
288Argyle Capital Management, LLC$1.6M1
289D.A. DAVIDSON & CO.$1.6M1
290ALERUS FINANCIAL NA$1.5M1
291Tower Research Capital LLC (TRC)$1.5M1
292Convergence Investment Partners, LLC$1.5M1
293Wealthstar Advisors, LLC$1.5M1
294Pinnacle Financial Partners, Inc.$1.4M1
295Parcion Private Wealth LLC$1.4M1
296Buckley Wealth Management, LLC$1.4M1
297Orion Porfolio Solutions, LLC$1.4M1
298Samjo Management, LLC$1.4M1
299Traynor Capital Management, Inc.$1.4M1
300OUTFITTERS FINANCIAL LLC$1.4M1
301CIBC WORLD MARKET INC.$1.4M1
302TOKIO MARINE ASSET MANAGEMENT CO LTD$1.4M1
303Bank OZK$1.4M1
304Brooklyn Investment Group$1.4M1
305Rafferty Asset Management, LLC$1.4M1
306Walnut Level Capital LLC$1.4M1
307LGT Group Foundation$1.4M1
308Investment Management Corp of Ontario$1.4M1
309Register Financial Advisors LLC$1.3M1
310CAXTON ASSOCIATES LLP$1.3M1
311WOLVERINE ASSET MANAGEMENT LLC$1.3M1
312Ballast, Inc.$1.3M1
313IAMS WEALTH MANAGEMENT, LLC$1.3M1
314Mitsubishi UFJ Trust & Banking Corp$1.3M1
315QRG CAPITAL MANAGEMENT, INC.$1.3M1
316Norinchukin Bank, The$1.2M1
317Lido Advisors, LLC$1.2M1
318National Pension Service$1.2M1
319CHICAGO TRUST Co NA$1.2M1
320EP Wealth Advisors, LLC$1.2M1
321POTOMAC FUND MANAGEMENT INC /ADV$1.2M1
322HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.2M1
323Obermeyer Wealth Partners$1.2M1
324CITIZENS FINANCIAL GROUP INC/RI$1.2M1
325Ashton Thomas Private Wealth, LLC$1.2M1
326Candriam S.C.A.$1.2M1
327AGF MANAGEMENT LTD$1.2M1
328BOOTHBAY FUND MANAGEMENT, LLC$1.1M1
329MIZUHO SECURITIES USA LLC$1.1M1
330OMERS ADMINISTRATION Corp$1.1M1
331Modera Wealth Management, LLC$1.1M1
332ABN AMRO INVESTMENT SOLUTIONS$1.1M1
333OLD NATIONAL BANCORP /IN/$1.1M1
334Allspring Global Investments Holdings, LLC$1.1M1
335Illinois Municipal Retirement Fund$1.1M1
336ALLIANZ SE$1.1M1
337ELEVATION POINT WEALTH PARTNERS, LLC$1.1M1
338Steward Partners Investment Advisory, LLC$1.1M1
339Connor, Clark & Lunn Investment Management Ltd.$1.1M1
340INCEPTIONR LLC$1.1M1
341HARTFORD INVESTMENT MANAGEMENT CO$1.1M1
342Cullen Capital Management, LLC$1.1M1
343TWINBEECH CAPITAL LP$1.1M1
344Beacon Pointe Advisors, LLC$1.0M1
345EntryPoint Capital, LLC$1.0M1
346Moors & Cabot, Inc.$1.0M1
347Perpetual Ltd$1.0M1
348KESTRA PRIVATE WEALTH SERVICES, LLC$1.0M1
349Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$1.0M1
350CREDIT AGRICOLE S A$1.0M1
351Fideuram Asset Management (Ireland) dac$1.0M1
352Jacobi Capital Management LLC$1.0M1
353Focus Partners Advisor Solutions, LLC$1.0M1
354OPPENHEIMER & CO INC$995K1
355Bragg Financial Advisors, Inc$995K1
356Chicago Partners Investment Group LLC$991K1
357Dana Investment Advisors, Inc.$980K1
358Maryland State Retirement & Pension System$932K1
359NBT BANK, N.A.$924K1
360GREENLEAF TRUST$922K1
361ASR Vermogensbeheer N.V.$907K1
362STEPHENS INC /AR/$903K1
363BALYASNY ASSET MANAGEMENT L.P.$903K1
364REGIONS FINANCIAL CORP$894K1
365Hilltop National Bank$877K1
366Sterling Capital Management LLC$868K1
367Callan Family Office, LLC$866K1
368HB Wealth Management, LLC$858K1
369CARRET ASSET MANAGEMENT, LLC$852K1
370Allworth Financial LP$849K1
371J.W. COLE ADVISORS, INC.$845K1
372CANANDAIGUA NATIONAL CORP$842K1
373MGO ONE SEVEN LLC$837K1
374MidFirst Bank$834K1
375LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$833K1
376Premier Path Wealth Partners, LLC$824K1
377TWO SIGMA SECURITIES, LLC$819K1
378Radnor Capital Management, LLC$817K1
379CHRISTINE MESSMER PC$817K1
380Banque Cantonale Vaudoise$815K1
381HUB Investment Partners, LLC$813K1
382INDEPENDENT FINANCIAL GROUP, LLC$803K1
3831ST SOURCE BANK$799K1
384MOODY NATIONAL BANK TRUST DIVISION$799K1
385LOWE BROCKENBROUGH & CO INC$796K1
386MAI Capital Management$792K1
387OSSIAM$783K1
388NEEDHAM INVESTMENT MANAGEMENT LLC$779K1
389MUFG Securities EMEA plc$768K1
390Rossmore Private Capital$767K1
391North Dakota State Investment Board$767K1
392Entruity Wealth, LLC$759K1
393CENTRAL TRUST Co$753K1
394Point72 Asset Management, L.P.$752K1
395Composition Wealth, LLC$740K1
396PRELUDE CAPITAL MANAGEMENT, LLC$736K1
397Empirical Finance, LLC$731K1
398Cresset Asset Management, LLC$728K1
399Confluence Wealth Services, Inc.$725K1
400Apollon Wealth Management, LLC$722K1
401Providence Wealth Advisors, LLC$717K1
402Saudi Central Bank$708K1
403Inscription Capital, LLC$708K1
404Laird Norton Wetherby Trust Company, LLC$707K1
405Clearstead Advisors, LLC$706K1
406Cambria Investment Management, L.P.$698K1
407Lavaca Capital LLC$696K1
408EPG Wealth Management LLC$693K1
409Triangle Securities Wealth Management$691K1
410Topsail Wealth Management, LLC$686K1
411GeoWealth Management, LLC$675K1
412E. Ohman J:or Asset Management AB$673K1
413DODGE & COX$672K1
414Equitable Holdings, Inc.$670K1
415Kovack Advisors, Inc.$665K1
416Xcel Wealth Management, LLC$665K1
417Cohen Klingenstein LLC$659K1
418Drexel Morgan & Co.$653K1
419MERIDIAN INVESTMENT COUNSEL INC.$652K1
420Kera Capital Partners, Inc.$652K1
421Perigon Wealth Management, LLC$648K1
422Three Seasons Wealth, LLC$648K1
423Compound Planning, Inc.$647K1
424QUADRANT CAPITAL GROUP LLC$643K1
425Gratus Wealth Advisors, LLC$639K1
426Midwest Trust Co$637K1
427BRADLEY FOSTER & SARGENT INC/CT$618K1
428TRUST CO OF TOLEDO NA /OH/$617K1
429WEALTH ALLIANCE, LLC$615K1
430Pallas Capital Advisors LLC$614K1
431Waverly Advisors, LLC$602K1
432NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$600K1
433MONETA GROUP INVESTMENT ADVISORS LLC$598K1
434MARCO INVESTMENT MANAGEMENT LLC$585K1
435Red Mountain Financial, LLC$584K1
436Savant Capital, LLC$573K1
437Vestmark Advisory Solutions, Inc.$567K1
438Dai-ichi Life Insurance Company, Ltd$558K1
439Linscomb Wealth, Inc.$552K1
440RWA WEALTH PARTNERS, LLC$551K1
441Mraz, Amerine & Associates, Inc.$550K1
442William B. Walkup & Associates, Inc.$547K1
443Lebenthal Global Advisors, LLC$541K1
444OPPENHEIMER ASSET MANAGEMENT INC.$539K1
445PROFUND ADVISORS LLC$538K1
446FIRST FOUNDATION ADVISORS$537K1
447Snider Financial Group$537K1
448HOWE & RUSLING INC$536K1
449Metis Global Partners, LLC$536K1
450Penobscot Investment Management Company, Inc.$532K1
451AlphaCore Capital LLC$532K1
452PFG Investments, LLC$527K1
453Aljian Capital Management, LLC$526K1
454Sigma Planning Corp$522K1
455MUFG SECURITIES AMERICAS INC.$519K1
456Capital Asset Advisory Services LLC$513K1
457EVOLVE PRIVATE WEALTH, LLC$512K1
458SECURIAN ASSET MANAGEMENT, INC$508K1
459Slocum, Gordon & Co LLP$504K1
460Empire Financial Management Company, LLC$503K1
461Fifth Third Wealth Advisors LLC$499K1
462Baker Avenue Asset Management, LP$497K1
463Jackson Hole Capital Partners, LLC$494K1
464NOMURA HOLDINGS INC$492K1
465COLDSTREAM CAPITAL MANAGEMENT INC$491K1
466NorthCrest Asset Manangement, LLC$491K1
467Capital Investment Advisors, LLC$486K1
468Blue Trust, Inc.$486K1
469HOLDERNESS INVESTMENTS CO$485K1
470AE Wealth Management LLC$481K1
471Walleye Capital LLC$480K1
472Cordgrass Capital Advisors, LLC$479K1
473Cardinal Capital Management$478K1
474EdgeRock Capital LLC$477K1
475Quadrature Capital Ltd$476K1
476Aaron Wealth Advisors LLC$476K1
477Krilogy Financial LLC$472K1
478Essex Financial Services, Inc.$468K1
479Garner Asset Management Corp$467K1
480MATHER GROUP, LLC.$465K1
481Hills Bank & Trust Co$458K1
482Mutual Advisors, LLC$458K1
483United Bank$457K1
484FIDUCIARY TRUST CO$457K1
485Intellectus Partners, LLC$455K1
486Snowden Capital Advisors LLC$455K1
487TEMA ETFS LLC$433K1
488Quarry LP$429K1
489Stratos Wealth Partners, LTD.$426K1
490PERSONAL CFO SOLUTIONS, LLC$425K1
491Kimelman & Baird, LLC$425K1
492BAR HARBOR WEALTH MANAGEMENT$422K1
493Mesirow Financial Investment Management, Inc.$422K1
494Vinva Investment Management Ltd$420K1
495Institute for Wealth Management, LLC.$420K1
496FOURPATH CAPITAL MANAGEMENT, LLC$412K1
497Meeder Advisory Services, Inc.$411K1
498OXFORD ASSET MANAGEMENT LLP$409K1
499Glenview Trust Co$408K1
500SALEM INVESTMENT COUNSELORS INC$402K1
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)1 buy / 2 sell
Congress net ($ bound)−$29.0K to $13.0K
Filers net (actions)not in build
Filers net ($ 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 DD

RETAINED WINDOW · ACTIVE HITS
Signal hits naming DD
KindRuleHits
COMMITTEEa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied1 hit

Every rule, with its definition →

Planned modules for DD · financials and macro

Financials — as filed PLANNED

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