Public record / Tickers / DE

DE — DEERE & CO

Both disclosure regimes on one name: who in Congress filed about DE, 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
96
all PTR rows naming DE
Members · 12m
6
3 buys · 7 sells · by trade date
Latest PTR
08-05
filed 2026-08-05
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 13:21 UTCno price data — a disclosure record, not a chart

Pat Fallon · $100K–$250K

Sale · traded 2021-08-25 → filed 2021-09-03. Ranked over every DE row by the provable lower bound, never a point estimate.

6 members · 3 buys / 7 sells

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

24 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

23 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. 23 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING DE · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning DE
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 2025-10-21 LATE·288d$1K–$15K
2026-08-05Julie Johnson D–TX-32Purchase · JT (jointly owned)Traded 2025-10-21 LATE·288d$1K–$15K
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-07-17Dan Newhouse R–WA-4Sale · partial · SP (partial sale, spouse-owned)Traded 07-10 +7d$1K–$15K
2026-01-16Markwayne Mullin R–OKPurchase · JT (jointly owned)Traded 2025-12-29 +18d$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 96 ↗

Members active in DE

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing DE 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.
Julie Johnson D–TX-325−$59.0K to $11.0K4
Alan Armstrong R–OK1$1.0K to $15.0K2
Dan Newhouse R–WA-41−$15.0K to −$1.0K3
Julia Letlow R–LA-51−$15.0K to −$1.0K2
Markwayne Mullin R–OK1$15.0K to $50.0K
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

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

Congress ↔ notable managers · DE

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

Congress · last 90 days

Buyers
2 Alan Armstrong R–OK, Julie Johnson D–TX-32 $2K–$30K
Sellers
2 Dan Newhouse R–WA-4, Julie Johnson D–TX-32 $2K–$30K

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

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $12.0M held
Trimming
1 Moore Capital Management $5.7M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · DEERE & CO

Merged timeline of congressional filings and notable-manager moves on DE
DateWhoChangeSize
2026-08-05Julie Johnson CongressSale$1K–$15K
2026-08-05Julie Johnson CongressPurchase$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-07-17Dan Newhouse CongressSale$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+2,778 sh
2026-05-15Moore Capital Management 13Ftrim−97 sh

6 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 DE for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$10.3B1
2VANGUARD CAPITAL MANAGEMENT LLC$9.3B1
3Capital World Investors$6.9B1
4STATE STREET CORP$6.0B1
5JPMORGAN CHASE & CO$5.3B1
6FMR LLC$3.7B1
7GEODE CAPITAL MANAGEMENT, LLC$3.2B1
8MORGAN STANLEY$2.4B1
9VANGUARD PORTFOLIO MANAGEMENT LLC$2.1B1
10GATES FOUNDATION TRUST$2.0B1
11STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$1.6B1
12BANK OF AMERICA CORP /DE/$1.6B1
13NORTHERN TRUST CORP$1.5B1
14DIMENSIONAL FUND ADVISORS LP$1.1B1
15PARNASSUS INVESTMENTS, LLC$1.1B1
16UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.0B1
17Capital International Investors$960M1
18WELLINGTON MANAGEMENT GROUP LLP$944M1
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC$914M1
20UBS Group AG$879M1
21Legal & General Group Plc$874M1
22Bank of New York Mellon Corp$855M1
23VANGUARD FIDUCIARY TRUST CO$801M1
24LOOMIS SAYLES & CO L P$774M1
25Invesco Ltd.$733M1
26ROYAL BANK OF CANADA$711M1
27Nuveen, LLC$695M1
28Rothschild & Co Wealth Management UK Ltd$673M1
29Janus Henderson Group Ltd.$634M1
30WELLS FARGO & COMPANY/MN$570M1
31Amundi$547M1
32MARKEL GROUP INC.$495M1
33RAYMOND JAMES FINANCIAL INC$484M1
34CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$480M1
35ALLIANCEBERNSTEIN L.P.$430M1
36Swiss National Bank$425M1
37MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$421M1
38Sumitomo Mitsui Trust Group, Inc.$414M1
39PRINCIPAL FINANCIAL GROUP INC$390M1
40DEUTSCHE BANK AG\$390M1
41National Pension Service$356M1
42Corient Private Wealth LLC$352M1
43TD ASSET MANAGEMENT INC$339M1
44Mitsubishi UFJ Asset Management Co., Ltd.$325M1
45CITADEL ADVISORS LLC$320M1
46Stockbridge Partners LLC$318M1
47Vanguard Global Advisers, LLC$311M1
48ENVESTNET ASSET MANAGEMENT INC$301M1
49First Eagle Investment Management, LLC$300M1
50HARRIS ASSOCIATES L P$292M1
51BAILLIE GIFFORD & CO$284M1
52HSBC HOLDINGS PLC$273M1
53LPL Financial LLC$260M1
54VANGUARD ASSET MANAGEMENT, Ltd$242M1
55STIFEL FINANCIAL CORP$239M1
56AMERIPRISE FINANCIAL INC$238M1
57FRANKLIN RESOURCES INC$226M1
58SCHRODER INVESTMENT MANAGEMENT GROUP$207M1
59NORDEA INVESTMENT MANAGEMENT AB$196M1
60AMERICAN CENTURY COMPANIES INC$188M1
61Douglass Winthrop Advisors, LLC$181M1
62Pictet Asset Management Holding SA$176M1
63NEW YORK STATE COMMON RETIREMENT FUND$168M1
64DIAMOND HILL CAPITAL MANAGEMENT INC$163M1
65Neuberger Berman Group LLC$158M1
66Aberdeen Group plc$156M1
67FIFTH THIRD BANCORP$151M1
68Universal- Beteiligungs- und Servicegesellschaft mbH$150M1
69HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$148M1
70Clearbridge Investments, LLC$142M1
71BANK OF MONTREAL /CAN/$142M1
72BRISTOL JOHN W & CO INC /NY/$131M1
73US BANCORP \DE\$130M1
74STOREBRAND ASSET MANAGEMENT AS$128M1
75HighTower Advisors, LLC$127M1
76AVIVA PLC$127M1
77Swedbank AB$123M1
78STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$121M1
79BARTLETT & CO. WEALTH MANAGEMENT LLC$118M1
80VOYA INVESTMENT MANAGEMENT LLC$116M1
81NATIONAL BANK OF CANADA /FI/$113M1
82CANADA PENSION PLAN INVESTMENT BOARD$113M1
83TRUIST FINANCIAL CORP$113M1
84CITIGROUP INC$111M1
85Tidal Investments LLC$111M1
86MANUFACTURERS LIFE INSURANCE COMPANY, THE$109M1
87HOMESTEAD ADVISERS CORP$105M1
88Amova Asset Management Americas, Inc.$105M1
89PRUDENTIAL FINANCIAL INC$104M1
90RENAISSANCE TECHNOLOGIES LLC$102M1
91D. E. Shaw & Co., Inc.$102M1
92Cerity Partners LLC$96.2M1
93VICTORY CAPITAL MANAGEMENT INC$95.4M1
94LAZARD ASSET MANAGEMENT LLC$95.0M1
95KLP KAPITALFORVALTNING AS$91.6M1
96ADAGE CAPITAL PARTNERS GP, L.L.C.$91.6M1
97Mariner, LLC$90.6M1
98PFA Pension, Forsikringsaktieselskab$90.2M1
99MACKENZIE FINANCIAL CORP$89.3M1
1001832 Asset Management L.P.$88.0M1
101Korea Investment CORP$87.4M1
102Freestone Grove Partners LP$85.8M1
103Capital International, Inc./CA/$84.8M1
104Cetera Investment Advisers$84.1M1
105ABN AMRO INVESTMENT SOLUTIONS$84.0M1
106BLAIR WILLIAM & CO/IL$83.2M1
107Ensign Peak Advisors, Inc$82.8M1
108Quantinno Capital Management LP$82.7M1
109COMMONWEALTH EQUITY SERVICES, LLC$82.5M1
110BOWEN HANES & CO INC$80.8M1
111ROYAL LONDON ASSET MANAGEMENT LTD$80.7M1
112M&T BANK CORP$80.1M1
113Capital Research Global Investors$78.8M1
114Sarasin & Partners LLP$78.5M1
115APG Asset Management N.V.$78.3M1
116STATE OF WISCONSIN INVESTMENT BOARD$77.5M1
117NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$76.9M1
118WESTWOOD HOLDINGS GROUP INC$76.4M1
119DANSKE BANK A/S$74.9M1
120HARDING LOEVNER LP$74.5M1
121CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$74.3M1
122JUPITER ASSET MANAGEMENT LTD$72.4M1
123Vanguard Investments Australia, Ltd.$71.9M1
124Chevy Chase Trust Holdings, LLC$71.7M1
125Mitsubishi UFJ Trust & Banking Corp$69.3M1
126ZACKS INVESTMENT MANAGEMENT$68.9M1
127DnB Asset Management AS$68.3M1
128Asset Management One Co., Ltd.$68.2M1
129SEI INVESTMENTS CO$67.4M1
130Zurcher Kantonalbank (Zurich Cantonalbank)$67.2M1
131TD Waterhouse Canada Inc.$66.5M1
132BANK OF NOVA SCOTIA$64.9M1
133Eurizon Capital SGR S.p.A.$63.7M1
134BCV Asset Management Inc.$62.8M1
135COMMERCE BANK$62.5M1
136BNP Paribas Asset Management Holding S.A.$62.3M1
137Holocene Advisors, LP$60.7M1
138TOCQUEVILLE ASSET MANAGEMENT L.P.$59.4M1
139CREDIT AGRICOLE S A$59.2M1
140Rockefeller Capital Management L.P.$59.0M1
141Wilkinson Global Asset Management LLC$58.6M1
142Creative Planning$58.6M1
143Kestra Advisory Services, LLC$58.0M1
144NISA INVESTMENT ADVISORS, LLC$58.0M1
145OSAIC HOLDINGS, INC.$55.4M1
146PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$55.0M1
147UniSuper Management Pty Ltd$54.8M1
148Capital International Sarl$53.8M1
149Focus Partners Wealth$52.5M1
150Sterling Capital Management LLC$52.1M1
151NOMURA ASSET MANAGEMENT CO LTD$51.3M1
152CORDA Investment Management, LLC.$50.7M1
153State of New Jersey Common Pension Fund D$49.9M1
154Spectrum Financial Alliance Ltd LLC$49.9M1
155River Road Asset Management, LLC$47.3M1
156VOLORIDGE INVESTMENT MANAGEMENT, LLC$47.3M1
157Federation des caisses Desjardins du Quebec$46.7M1
158Lansforsakringar Fondforvaltning AB (publ)$46.4M1
159Resona Asset Management Co.,Ltd.$45.6M1
160D.A. DAVIDSON & CO.$45.4M1
161Zurich Insurance Group Ltd/FI$45.4M1
162BANQUE PICTET & CIE SA$43.2M1
163Calamos Advisors LLC$42.9M1
164TORONTO DOMINION BANK$42.6M1
165Triodos Investment Management BV$42.5M1
166CIBC WORLD MARKET INC.$42.4M1
167Tredje AP-fonden$41.9M1
168Mirae Asset Global Investments Co., Ltd.$41.9M1
169Banque Transatlantique SA$41.5M1
170PRIMECAP MANAGEMENT CO/CA/$40.9M1
171GATEWAY INVESTMENT ADVISERS LLC$40.6M1
172BERKSHIRE ASSET MANAGEMENT LLC/PA$40.6M1
173NATIXIS$40.5M1
174Arizona State Retirement System$39.7M1
175CIBC Bancorp USA Inc.$39.5M1
176NISSAY ASSET MANAGEMENT CORP /JAPAN$39.0M1
177Czech National Bank$38.7M1
178Minneapolis Portfolio Management Group, LLC$38.4M1
179AQR CAPITAL MANAGEMENT LLC$37.5M1
180Temasek Holdings (Private) Ltd$37.3M1
181Madison Asset Management, LLC$36.3M1
182WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$36.0M1
183Norinchukin Bank, The$36.0M1
184Lido Advisors, LLC$34.9M1
185CIBC Asset Management Inc$34.8M1
186FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$34.6M1
187Advisors Capital Management, LLC$33.7M1
188FACTORY MUTUAL INSURANCE CO$33.2M1
189COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$33.1M1
190O'SHAUGHNESSY ASSET MANAGEMENT, LLC$32.0M1
191ABSHER WEALTH MANAGEMENT, LLC$32.0M1
192GUGGENHEIM CAPITAL LLC$30.9M1
193SEB Asset Management AB$30.5M1
194Steigerwald, Gordon & Koch Inc.$30.4M1
195Retirement Systems of Alabama$30.2M1
196Sanctuary Advisors, LLC$30.0M1
197KEYBANK NATIONAL ASSOCIATION/OH$30.0M1
198Swiss Life Asset Management Ltd$29.7M1
199OFI INVEST ASSET MANAGEMENT$29.7M1
200Obermeyer Wealth Partners$29.7M1
201IFM Investors Pty Ltd$29.1M1
202BROWN ADVISORY INC$28.8M1
203UNITED CAPITAL FINANCIAL ADVISORS, LLC$28.7M1
204Man Group plc$28.7M1
205MML INVESTORS SERVICES, LLC$28.5M1
206Woodline Partners LP$27.9M1
207Cresset Asset Management, LLC$27.7M1
208DAVIS R M INC$27.6M1
209MERCER GLOBAL ADVISORS INC /ADV$27.4M1
210Candriam S.C.A.$27.3M1
211Private Advisor Group, LLC$27.1M1
212CAPITAL INTERNATIONAL LTD /CA/$26.7M1
213Varma Mutual Pension Insurance Co$26.2M1
214Daiwa Securities Group Inc.$26.2M1
215WEYBOSSET RESEARCH & MANAGEMENT LLC$26.1M1
216XPONANCE LLC$25.8M1
217TEACHER RETIREMENT SYSTEM OF TEXAS$25.8M1
218Pathstone Holdings, LLC$24.7M1
219SCOTIA CAPITAL INC.$24.6M1
220FIRST TRUST ADVISORS LP$24.6M1
221OSTERWEIS CAPITAL MANAGEMENT INC$24.5M1
222USS Investment Management Ltd$23.8M1
223J. Safra Sarasin Holding AG$23.6M1
224DNCA FINANCE$23.3M1
225Vanguard Personalized Indexing Management, LLC$23.3M1
226IQ EQ FUND MANAGEMENT (IRELAND) Ltd$23.1M1
227JONES FINANCIAL COMPANIES LLLP$22.9M1
228PUBLIC SECTOR PENSION INVESTMENT BOARD$22.6M1
229NEW YORK LIFE INVESTMENT MANAGEMENT LLC$22.4M1
230Utah Retirement Systems$22.4M1
231ASSETMARK, INC$22.3M1
232Midwest Trust Co$22.3M1
233Glenview Trust Co$22.3M1
234NewEdge Advisors, LLC$21.9M1
235NorthCrest Asset Manangement, LLC$21.7M1
236Granite Investment Partners, LLC$21.0M1
237NORTHEAST INVESTMENT MANAGEMENT$21.0M1
238Rakuten Investment Management, Inc.$20.9M1
239EXCHANGE TRADED CONCEPTS, LLC$20.9M1
240Palisade Asset Management, LLC$20.8M1
241ProShare Advisors LLC$20.7M1
242Sumitomo Mitsui DS Asset Management Company, Ltd$20.5M1
243NEOS Investment Management LLC$20.3M1
244BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$19.9M1
245&PARTNERS$19.8M1
246Vontobel Holding Ltd.$19.8M1
247ABN AMRO Bank N.V.$19.6M1
248Cornerstone Advisors, LLC$19.1M1
249Wealthfront Advisers LLC$18.6M1
250Waverly Advisors, LLC$18.5M1
251CUTLER INVESTMENT COUNSEL LLC$18.3M1
252Ethic Inc.$17.6M1
253Texas Capital Bank Wealth Management Services Inc$17.5M1
254GLENMEDE TRUST CO NA$17.5M1
255Andra AP-fonden$17.4M1
256DJE Kapital AG$17.3M1
257HM PAYSON & CO$17.2M1
258Harbour Trust & Investment Management Co$17.2M1
259NBT BANK, N.A.$17.1M1
260DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$16.9M1
261Aquatic Capital Management LLC$16.9M1
262Pinnacle Financial Partners, Inc.$16.7M1
263TLW Wealth Management, LLC$16.5M1
264MAI Capital Management$16.5M1
265YOUSIF CAPITAL MANAGEMENT, LLC$16.4M1
266Allianz Asset Management GmbH$16.4M1
267DAVENPORT & Co LLC$16.4M1
268ASR Vermogensbeheer N.V.$16.3M1
269OREGON PUBLIC EMPLOYEES RETIREMENT FUND$16.3M1
270Eldred Rock Partners, LLC$16.2M1
271WEALTHSPAN PARTNERS, LLC$16.0M1
272Empower Advisory Group, LLC$16.0M1
273SAPIENT CAPITAL LLC$15.8M1
274Drexel Morgan & Co.$15.8M1
275Cardinal Capital Management$15.7M1
276Empowered Funds, LLC$15.7M1
277J.P. Marvel Investment Advisors, LLC$15.6M1
278LBP AM SA$15.5M1
279PRUDENTIAL PLC$15.4M1
280Fisher Funds Management LTD$15.4M1
281RWA WEALTH PARTNERS, LLC$15.3M1
282Mengis Capital Management, Inc.$15.3M1
283DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$15.2M1
284Welch Group, LLC$15.2M1
285MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$15.1M1
286Compagnie Lombard Odier SCmA$15.1M1
287Edgemoor Investment Advisors, Inc.$14.9M1
288REGIONS FINANCIAL CORP$14.8M1
289OP Asset Management Ltd$14.8M1
290Wallington Asset Management, LLC$14.7M1
291NICOLA WEALTH MANAGEMENT LTD.$14.7M1
292Calamos Wealth Management LLC$14.5M1
293Investment Management Corp of Ontario$14.4M1
294Dakota Wealth Management$14.4M1
295WASHINGTON TRUST BANK$14.4M1
296Carnegie Investment Counsel$14.3M1
297Avantax Planning Partners, Inc.$14.2M1
298MONTGOMERY INVESTMENT MANAGEMENT INC$14.2M1
299Avanza Fonder AB$14.2M1
300PARK NATIONAL CORP /OH/$14.1M1
301Koshinski Asset Management, Inc.$14.1M1
302MACQUARIE GROUP LTD$14.1M1
303CULBERTSON A N & CO INC$13.9M1
304PICTON MAHONEY ASSET MANAGEMENT$13.8M1
305Hamilton Point Investment Advisors, LLC$13.7M1
306Crown Oak Advisors, LLC$13.7M1
307Aptus Capital Advisors, LLC$13.5M1
308Elo Mutual Pension Insurance Co$13.4M1
309CWA Asset Management Group, LLC$13.4M1
310FIRETRAIL INVESTMENTS PTY LTD$13.4M1
311Schonfeld Strategic Advisors LLC$13.1M1
312SIERRA SUMMIT ADVISORS LLC$13.1M1
313MASSACHUSETTS FINANCIAL SERVICES CO /MA/$12.8M1
314KING LUTHER CAPITAL MANAGEMENT CORP$12.6M1
315LEVIN CAPITAL STRATEGIES, L.P.$12.6M1
316ING GROEP NV$12.6M1
317AIA Group Ltd$12.5M1
318OLD NATIONAL BANCORP /IN/$12.4M1
319WHITTIER TRUST CO$12.3M1
320CWM, LLC$12.2M1
321BENJAMIN EDWARDS INC$12.2M1
322TRUST CO OF TOLEDO NA /OH/$12.1M1
323Eliot Finkel Investment Counsel, LLC$12.1M1
324NIXON PEABODY TRUST CO$12.0M1
325Gotham Asset Management, LLC$12.0M1
326INTEGRITY ALLIANCE, LLC.$11.7M1
327CULLINAN ASSOCIATES INC$11.7M1
328Steward Partners Investment Advisory, LLC$11.6M1
329Robeco Institutional Asset Management B.V.$11.6M1
330Shelter Mutual Insurance Co$11.4M1
331American Assets Investment Management, LLC$11.3M1
332National Mutual Insurance Federation of Agricultural Cooperatives$11.3M1
333Lighthouse Investment Partners, LLC$11.3M1
334Generali Asset Management SPA SGR$11.2M1
335COMPASS CAPITAL MANAGEMENT, INC$11.1M1
336Perigon Wealth Management, LLC$11.0M1
337BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$10.9M1
338TRILLIUM ASSET MANAGEMENT, LLC$10.9M1
339Grantham, Mayo, Van Otterloo & Co. LLC$10.8M1
340UMB Bank, n.a.$10.8M1
341Financiere des Professionnels - Fonds d'investissement inc.$10.8M1
342Evelyn Partners Investment Management LLP$10.7M1
343Beacon Pointe Advisors, LLC$10.7M1
344BTC Capital Management, Inc.$10.6M1
345OMERS ADMINISTRATION Corp$10.5M1
346FIL Ltd$10.5M1
347Teamwork Financial Advisors, LLC$10.4M1
348Prospera Financial Services Inc$10.3M1
349Wilmington Savings Fund Society, FSB$10.2M1
350SPRING CAPITAL MANAGEMENT, LLC$10.2M1
351Atria Investments, Inc$10.1M1
352CHOREO, LLC$10.0M1
353Traynor Capital Management, Inc.$9.8M1
354ALLIANZ SE$9.8M1
355SHELTON CAPITAL MANAGEMENT$9.8M1
356Connor, Clark & Lunn Investment Management Ltd.$9.7M1
357Taylor Hoffman Capital Management LLC$9.7M1
358Clearstead Advisors, LLC$9.6M1
359JANE STREET GROUP, LLC$9.6M1
360Bragg Financial Advisors, Inc$9.5M1
361Rossmore Private Capital$9.5M1
362PERRYMAN FINANCIAL ADVISORY INC /AD$9.4M1
363CAMBIENT FAMILY OFFICE, LLC$9.4M1
364FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$9.3M1
365Rafferty Asset Management, LLC$9.2M1
366Composition Wealth, LLC$9.2M1
367Sequoia Financial Advisors, LLC$9.1M1
368INVESTMENT HOUSE LLC$9.1M1
369Atlantic Union Bankshares Corp$8.9M1
370HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$8.9M1
371FRG Family Wealth Advisors LLC$8.9M1
372Vident Advisory, LLC$8.8M1
373Savant Capital, LLC$8.8M1
374Rokos Capital Management LLP$8.8M1
375Providence Capital Advisors, LLC$8.7M1
376Capital Investment Counsel, LLC$8.7M1
377First National Bank of Mount Dora, Trust Investment Services$8.7M1
378OPPENHEIMER & CO INC$8.6M1
379Cannell & Spears LLC$8.6M1
380Tradewinds, LLC.$8.6M1
381WEATHERLY ASSET MANAGEMENT L. P.$8.6M1
382MIZUHO SECURITIES USA LLC$8.6M1
383HB Wealth Management, LLC$8.6M1
384BURNEY CO/$8.6M1
385Banque Cantonale Vaudoise$8.6M1
386COLDSTREAM CAPITAL MANAGEMENT INC$8.5M1
387LONDON CO OF VIRGINIA$8.4M1
388CITIZENS FINANCIAL GROUP INC/RI$8.3M1
389FORA Capital, LLC$8.3M1
390Assenagon Asset Management S.A.$8.3M1
391QRG CAPITAL MANAGEMENT, INC.$8.3M1
392TWO SIGMA INVESTMENTS, LP$8.3M1
393Gouws Capital LLC$8.3M1
394Slow Capital, Inc.$8.1M1
395Crossmark Global Holdings, Inc.$8.1M1
396Banco Santander, S.A.$8.1M1
397Pine Valley Investments Ltd Liability Co$8.1M1
398Addenda Capital Inc.$8.1M1
399Private Wealth Asset Management, LLC$8.1M1
400DMKC Advisory Services, LLC$8.0M1
401Oak Harvest Investment Services$8.0M1
402WINDWARD CAPITAL MANAGEMENT CO /CA$7.9M1
403Planning Center, Inc.$7.9M1
404Allworth Financial LP$7.9M1
405Merit Financial Group, LLC$7.9M1
406Marietta Wealth Management, LLC$7.8M1
407Groupe la Francaise$7.8M1
408PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$7.8M1
409Walleye Trading LLC$7.6M1
410KANAWHA CAPITAL MANAGEMENT LLC$7.6M1
411Advisory Alpha, LLC$7.5M1
412Orion Porfolio Solutions, LLC$7.5M1
413Balefire, LLC$7.5M1
414Kingsview Wealth Management, LLC$7.5M1
415Squarepoint Ops LLC$7.4M1
416Penobscot Investment Management Company, Inc.$7.4M1
417Allspring Global Investments Holdings, LLC$7.3M1
418Lombard Odier Asset Management (Europe) Ltd$7.3M1
419Apollon Wealth Management, LLC$7.3M1
420MERIDIAN MANAGEMENT CO$7.3M1
421Fideuram Asset Management (Ireland) dac$7.3M1
422Concurrent Investment Advisors, LLC$7.2M1
423New Age Alpha Advisors, LLC$7.2M1
424Freestone Capital Holdings, LLC$7.1M1
425DODGE & COX$7.1M1
426River Wealth Advisors LLC$7.1M1
427Aull & Monroe Investment Management Corp$7.1M1
428De Lisle Partners LLP$7.0M1
429IEQ CAPITAL, LLC$7.0M1
430CENTRAL TRUST Co$7.0M1
431Maryland State Retirement & Pension System$6.9M1
432FOURPATH CAPITAL MANAGEMENT, LLC$6.9M1
433Laird Norton Wetherby Trust Company, LLC$6.9M1
434Summit Trail Advisors, LLC$6.8M1
435Forum Financial Management, LP$6.8M1
436Vivaldi Capital Management LP$6.8M1
437WESTPAC BANKING CORP$6.8M1
438Capital Investment Advisors, LLC$6.7M1
439Foster Group, Inc.$6.7M1
440BALYASNY ASSET MANAGEMENT L.P.$6.5M1
441Dynamic Advisor Solutions LLC$6.5M1
442Independent Advisor Alliance$6.4M1
443Atala Financial Inc$6.3M1
444HANCOCK WHITNEY CORP$6.3M1
445Churchill Financial Advisors, LLC$6.3M1
446KESTRA PRIVATE WEALTH SERVICES, LLC$6.3M1
447Equitable Holdings, Inc.$6.2M1
448Baker Avenue Asset Management, LP$6.2M1
449United Asset Strategies, Inc.$6.2M1
450Siemens Fonds Invest GmbH$6.2M1
451Lombard Odier Asset Management (Switzerland) SA$6.1M1
452Fifth Third Wealth Advisors LLC$6.0M1
453Argyle Capital Management, LLC$6.0M1
454Lifeworks Advisors, LLC$6.0M1
455LIBERTY ONE INVESTMENT MANAGEMENT, LLC$6.0M1
456Miller Capital Partners, Inc.$6.0M1
457Stratos Wealth Partners, LTD.$5.9M1
458AG2R LA MONDIALE GESTION D'ACTIFS$5.9M1
459FIDUCIARY TRUST CO$5.8M1
460MUFG Securities EMEA plc$5.8M1
461Arlington Financial Advisors, LLC$5.8M1
462Asset Advisors Investment Management, LLC$5.8M1
463Covea Finance$5.8M1
464SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.8M1
465WHITTIER TRUST CO OF NEVADA INC$5.8M1
466Security National Bank$5.8M1
467MOORE CAPITAL MANAGEMENT, LP$5.7M1
468East Coast Asset Management, LLC.$5.7M1
469Focus Partners Advisor Solutions, LLC$5.7M1
470Iyo Bank, Ltd.$5.7M1
471Steele Capital Management, Inc.$5.7M1
472Dai-ichi Life Insurance Company, Ltd$5.6M1
473Confluence Wealth Services, Inc.$5.6M1
474Mediolanum International Funds Ltd$5.6M1
475Trinity Legacy Partners, LLC$5.6M1
476LAFFER TENGLER INVESTMENTS, INC.$5.5M1
477Capital Group Investment Management Pte. Ltd.$5.5M1
478KAVAR CAPITAL PARTNERS GROUP, LLC$5.5M1
479Castlefield Investment Partners LLP$5.4M1
480Baader Bank Aktiengesellschaft$5.4M1
481Advisors Asset Management, Inc.$5.4M1
482Essex LLC$5.4M1
483INTECH INVESTMENT MANAGEMENT LLC$5.4M1
484Metis Global Partners, LLC$5.4M1
485Saudi Central Bank$5.3M1
486BEESE FULMER INVESTMENT MANAGEMENT, INC.$5.3M1
487MWA Asset Management$5.3M1
488EDMOND DE ROTHSCHILD HOLDING S.A.$5.3M1
489TOKIO MARINE ASSET MANAGEMENT CO LTD$5.3M1
490Weitzel Financial Services, Inc.$5.3M1
491NICOLET BANKSHARES INC$5.3M1
492SevenBridge Financial Group, LLC$5.3M1
493Caprock Group, LLC$5.2M1
494Fort Sheridan Advisors LLC$5.2M1
495Meiji Yasuda Asset Management Co Ltd.$5.2M1
496PARTNERS CAPITAL INVESTMENT GROUP, LLP$5.1M1
497VestGen Advisors, LLC$5.1M1
498ARMSTRONG ADVISORY GROUP, INC$5.1M1
499Ausdal Financial Partners, Inc.$5.1M1
500Empirical Finance, LLC$5.1M1
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)3 buy / 7 sell
Congress net ($ bound)−$88.0K to $73.0K
Filers net (actions)not in build
Filers net ($ 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 DE

RETAINED WINDOW · ACTIVE HITS
Signal hits naming DE
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for DE · financials and macro

Financials — as filed PLANNED

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