Public record / Tickers / DEO

DEO — DIAGEO PLC

Both disclosure regimes on one name: who in Congress filed about DEO, 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
74
all PTR rows naming DEO
Members · 12m
5
1 buys · 4 sells · by trade date
Latest PTR
08-10
filed 2026-08-10
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

Greg Gianforte · $100K–$250K

Purchase · traded 2019-02-25 → filed 2019-03-25. Ranked over every DEO row by the provable lower bound, never a point estimate.

5 members · 1 buys / 4 sells

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

12 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

16 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. 16 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING DEO · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning DEO
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-10Kevin Hern R–OK-1Sale · JT (jointly owned)Traded 08-05 +5d$1K–$15K
2026-08-05Tommy Tuberville R–ALSale · JT (jointly owned)Traded 2025-01-10 LATE·572d$15K–$50Kamendment pending
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-30 LATE·113d$1K–$15K
2025-10-22Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 09-25 +27d$1K–$15K
2025-10-22Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 09-11 +41d$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 74 ↗

Members active in DEO

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing DEO 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.
Alan Armstrong R–OK1$1.0K to $15.0K2
Josh Gottheimer D–NJ-51−$15.0K to −$1.0K2
Kevin Hern R–OK-11−$15.0K to −$1.0K1
Lisa C. McClain R–MI-91−$15.0K to −$1.0K2
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

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

Congress ↔ notable managers · DEO

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

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
2 Kevin Hern R–OK-1, Tommy Tuberville R–AL $16K–$65K

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

Notable managers · quarter ended 2026-03-31

Adding
1 Markel Group $102M held

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

Merged timeline of congressional filings and notable-manager moves on DEO
DateWhoChangeSize
2026-08-10Kevin Hern CongressSale$1K–$15K
2026-08-05Tommy Tuberville CongressSale$15K–$50K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Berkshire Hathaway 13Fexit−227,750 sh
2026-05-15Bridgewater Associates 13Fexit−157,763 sh
2026-05-01Markel Group 13Fadd+500 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 DEO for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1FMR LLC$520M1
2Orbis Allan Gray Ltd$275M1
3BANK OF AMERICA CORP /DE/$217M1
4EQUITY INVESTMENT CORP$109M1
5BANK OF MONTREAL /CAN/$108M1
6MARKEL GROUP INC.$102M1
7DIMENSIONAL FUND ADVISORS LP$102M1
8FRANKLIN RESOURCES INC$100M1
9ENVESTNET ASSET MANAGEMENT INC$75.3M1
10MORGAN STANLEY$73.1M1
11WELLS FARGO & COMPANY/MN$65.0M1
12ROYAL BANK OF CANADA$59.8M1
13RAYMOND JAMES FINANCIAL INC$58.7M1
14CAUSEWAY CAPITAL MANAGEMENT LLC$49.6M1
15JANE STREET GROUP, LLC$44.5M1
16NORTHERN TRUST CORP$43.6M1
17Clearbridge Investments, LLC$43.0M1
18Aristotle Capital Management, LLC$38.2M1
19BRANDES INVESTMENT PARTNERS, LP$37.4M1
20Altshuler Shaham Ltd$37.2M1
21CAMBIAR INVESTORS LLC$36.7M1
22UBS Group AG$34.6M1
23FIRST TRUST ADVISORS LP$34.5M1
24Federation des caisses Desjardins du Quebec$32.3M1
25DEUTSCHE BANK AG\$30.7M1
26CITIGROUP INC$26.7M1
27CITADEL ADVISORS LLC$25.6M1
28PRIVATE MANAGEMENT GROUP INC$25.5M1
29CIBC Bancorp USA Inc.$25.3M1
30FIRST MANHATTAN CO. LLC.$22.7M1
31MASSACHUSETTS FINANCIAL SERVICES CO /MA/$22.2M1
32OLD MISSION CAPITAL LLC$21.2M1
33STIFEL FINANCIAL CORP$20.7M1
34AMERICAN CENTURY COMPANIES INC$19.7M1
35LMR Partners LLP$19.7M1
36BlackRock, Inc.$18.7M1
37Monaco Asset Management SAM$18.5M1
38GRANDFIELD & DODD, LLC$16.8M1
39Optiver Holding B.V.$16.4M1
40Point72 Asset Management, L.P.$15.9M1
41Tower Research Capital LLC (TRC)$15.8M1
42OPPENHEIMER ASSET MANAGEMENT INC.$14.8M1
43LAZARD ASSET MANAGEMENT LLC$13.6M1
44LPL Financial LLC$13.4M1
45Townsend & Associates, Inc$13.0M1
46CORDA Investment Management, LLC.$12.6M1
47SEI INVESTMENTS CO$12.3M1
48First Eagle Investment Management, LLC$11.9M1
49CIBC WORLD MARKET INC.$11.8M1
50VOLORIDGE INVESTMENT MANAGEMENT, LLC$11.7M1
51SKBA CAPITAL MANAGEMENT LLC$11.6M1
52SCOTIA CAPITAL INC.$11.4M1
531832 Asset Management L.P.$10.8M1
54UNITED CAPITAL FINANCIAL ADVISORS, LLC$10.7M1
55SUSQUEHANNA INTERNATIONAL GROUP, LLP$10.2M1
56Grantham, Mayo, Van Otterloo & Co. LLC$10.1M1
57ASSETMARK, INC$9.2M1
58Pathstone Holdings, LLC$8.3M1
59TRUIST FINANCIAL CORP$8.1M1
60Live Oak Private Wealth LLC$7.1M1
61MILLENNIUM MANAGEMENT LLC$7.0M1
62Great Hill Capital LLC$6.9M1
63Philip James Wealth Mangement, LLC$6.2M1
64Moran Wealth Management, LLC$6.2M1
65Corient Private Wealth LLC$5.6M1
66Addenda Capital Inc.$5.4M1
67Eldred Rock Partners, LLC$5.4M1
68Tidal Investments LLC$5.3M1
69Aquatic Capital Management LLC$4.8M1
70ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$4.7M1
71COMMONWEALTH EQUITY SERVICES, LLC$4.6M1
72XTX Topco Ltd$4.4M1
73BALYASNY ASSET MANAGEMENT L.P.$4.3M1
74DRW Securities, LLC$4.3M1
75BECKER CAPITAL MANAGEMENT INC$4.2M1
76Schonfeld Strategic Advisors LLC$4.1M1
77IMC-Chicago, LLC$4.1M1
78WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.1M1
79Mariner, LLC$4.0M1
80Vestmark Advisory Solutions, Inc.$3.8M1
81HighTower Advisors, LLC$3.7M1
82Baird Financial Group, Inc.$3.6M1
83Cetera Investment Advisers$3.5M1
84Sanctuary Advisors, LLC$3.4M1
85Creative Planning$3.4M1
86THORNBURG INVESTMENT MANAGEMENT INC$3.3M1
87Transmarket Holdings LP$3.2M1
88&PARTNERS$3.2M1
89Engineers Gate Manager LP$3.1M1
90US BANCORP \DE\$3.1M1
91OSAIC HOLDINGS, INC.$3.1M1
92Value Partners Investments Inc.$3.0M1
93Waverly Advisors, LLC$2.9M1
94Quantinno Capital Management LP$2.9M1
95Lafayette Investments, Inc.$2.7M1
96Focus Partners Wealth$2.7M1
97Cerity Partners LLC$2.6M1
98DRH Investments, Inc.$2.6M1
99Kerrisdale Advisers, LLC$2.5M1
100DAVENPORT & Co LLC$2.5M1
101NorthCrest Asset Manangement, LLC$2.5M1
102Infusive Asset Management Inc.$2.5M1
103SALT Holding Corp.$2.4M1
104D.A. DAVIDSON & CO.$2.4M1
105Phoenix Financial Ltd.$2.3M1
106MML INVESTORS SERVICES, LLC$2.3M1
107NewEdge Wealth, LLC$2.2M1
108TCTC Holdings, LLC$2.2M1
109Royal Fund Management, LLC$2.2M1
110Marble Harbor Investment Counsel, LLC$2.2M1
111DMKC Advisory Services, LLC$2.1M1
112CHARLES SCHWAB INVESTMENT MANAGEMENT INC$2.1M1
113Hillman Capital Management, Inc.$2.0M1
114R.H. Investment Group, LLC$2.0M1
115Evelyn Partners Asset Management Ltd$2.0M1
116PRINCIPAL SECURITIES, INC.$2.0M1
117BENJAMIN EDWARDS INC$1.9M1
118PEAK6 LLC$1.9M1
119BEACON INVESTMENT ADVISORS LLC$1.9M1
120Pinnacle Financial Partners, Inc.$1.9M1
121STEPHENS INC /AR/$1.8M1
122NewEdge Advisors, LLC$1.8M1
123Pekin Hardy Strauss, Inc.$1.8M1
124Burkett Asset Management Ltd$1.8M1
125TD Waterhouse Canada Inc.$1.8M1
126Atria Investments, Inc$1.7M1
127OneDigital Investment Advisors LLC$1.7M1
128MAI Capital Management$1.6M1
129Callan Family Office, LLC$1.5M1
130GUGGENHEIM CAPITAL LLC$1.5M1
131CMH Wealth Management LLC$1.5M1
132Kestra Advisory Services, LLC$1.5M1
133Clear Harbor Asset Management, LLC$1.5M1
134BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.5M1
135LEVIN CAPITAL STRATEGIES, L.P.$1.5M1
136HB Wealth Management, LLC$1.5M1
137Rockefeller Capital Management L.P.$1.4M1
138World Investment Advisors$1.4M1
139MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.4M1
140FOX RUN MANAGEMENT, L.L.C.$1.3M1
141NATIONAL BANK OF CANADA /FI/$1.3M1
142Pavion Blue Capital, LLC$1.3M1
143Concurrent Investment Advisors, LLC$1.3M1
144Nuveen, LLC$1.2M1
145MONTAG A & ASSOCIATES INC$1.2M1
146LONGFELLOW INVESTMENT MANAGEMENT CO LLC$1.2M1
147O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.2M1
148Kovack Advisors, Inc.$1.2M1
149NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.2M1
150EFG International AG$1.2M1
151BCGM Wealth Management, LLC$1.2M1
152GeoWealth Management, LLC$1.1M1
153GC Wealth Management RIA, LLC$1.1M1
154Acumen Wealth Advisors, LLC$1.1M1
155Greenline Partners, LLC$1.1M1
156Capricorn Fund Managers Ltd$1.1M1
157HM PAYSON & CO$1.1M1
158Inlet Private Wealth, LLC$1.1M1
159BLAIR WILLIAM & CO/IL$1.0M1
160Third View Private Wealth, LLC$1.0M1
161Mutual Advisors, LLC$1.0M1
162Dakota Wealth Management$993K1
163Orion Porfolio Solutions, LLC$978K1
164Vanguard Personalized Indexing Management, LLC$969K1
165Invesco Ltd.$965K1
166Beacon Pointe Advisors, LLC$945K1
167NAPLES GLOBAL ADVISORS, LLC$945K1
168QRG CAPITAL MANAGEMENT, INC.$933K1
169Tanager Wealth Management LLP$927K1
170CENTRAL TRUST Co$915K1
171HSBC HOLDINGS PLC$914K1
172Farringdon Capital, Ltd.$914K1
173BROWN ADVISORY INC$896K1
174CHIRON CAPITAL MANAGEMENT, LLC$879K1
175AustralianSuper Pty Ltd$845K1
176Merit Financial Group, LLC$837K1
177Westhampton Capital, LLC$835K1
178DODGE & COX$825K1
179SEARLE & CO.$815K1
180Moors & Cabot, Inc.$808K1
181Knollwood Investment Advisory, LLC$789K1
182LAZARI CAPITAL MANAGEMENT, INC.$783K1
183Crossmark Global Holdings, Inc.$783K1
184Patriot Financial Group Insurance Agency, LLC$782K1
185Vise Technologies, Inc.$764K1
186Rodgers Brothers Inc.$763K1
187FIDUCIARY TRUST CO$760K1
188Tevis Investment Management$759K1
189Squarepoint Ops LLC$758K1
190M&T BANK CORP$757K1
191Bradyco, Inc.$751K1
192Pine Valley Investments Ltd Liability Co$748K1
193NOVEM GROUP$745K1
194Walleye Capital LLC$741K1
195Lantz Financial LLC$740K1
196PINNACLE ASSOCIATES LTD$736K1
197U.S. Capital Wealth Advisors, LLC$735K1
198Lincoln Capital LLC$734K1
199Joel Isaacson & Co., LLC$730K1
200ELEVATION POINT WEALTH PARTNERS, LLC$720K1
201Bridgefront Capital, LLC$718K1
202SHRIER WEALTH MANAGEMENT, LLC$711K1
203D. E. Shaw & Co., Inc.$683K1
204Mystic Asset Management, Inc.$677K1
205Legacy Capital Wealth Partners, LLC$668K1
206QUADRANT CAPITAL GROUP LLC$652K1
207Beverly Hills Private Wealth, LLC$632K1
208TWO SIGMA SECURITIES, LLC$629K1
209FOUNDERS FINANCIAL SECURITIES LLC$617K1
210COMMERCE BANK$608K1
211MITCHELL & PAHL PRIVATE WEALTH, LLC$604K1
212Voya Financial Advisors, Inc.$603K1
213Berkeley Capital Partners, LLC$594K1
214EVERGREEN CAPITAL MANAGEMENT LLC$588K1
215STATE STREET CORP$588K1
216Private Advisor Group, LLC$587K1
217HF Advisory Group, LLC$585K1
218Twin Tree Management, LP$583K1
219MGO ONE SEVEN LLC$574K1
220COURIER CAPITAL LLC$568K1
221Wealthspire Advisors, LLC$558K1
222Bulltick Wealth Management, LLC$552K1
223Premier Path Wealth Partners, LLC$542K1
224Jacobi Capital Management LLC$540K1
225Naviter Wealth, LLC$538K1
226Modera Wealth Management, LLC$537K1
227Gibbs Wealth Management$537K1
228Grove Bank & Trust$531K1
229Manske Wealth Management$529K1
230Northwest & Ethical Investments L.P.$527K1
231Vontobel Holding Ltd.$521K1
232Graham Capital Management, L.P.$515K1
233Auxano Advisors, LLC$515K1
234MERCER GLOBAL ADVISORS INC /ADV$513K1
235Three Bridge Wealth Advisors, LLC$511K1
236Portside Wealth Group, LLC$495K1
237GROUP ONE TRADING LLC$494K1
238Equitable Holdings, Inc.$492K1
239Addison Capital Co$486K1
240CHICAGO TRUST Co NA$481K1
241Investors Research Corp$477K1
242HAMEL ASSOCIATES, INC.$477K1
243SummitTX Capital, L.P.$473K1
244Brown Miller Wealth Management, LLC$471K1
245Headlands Technologies LLC$464K1
246Maia Wealth LLC$463K1
247Parrish Capital LLC$462K1
248Sound View Wealth Advisors Group, LLC$461K1
249PROFUND ADVISORS LLC$451K1
250Sandy Cove Advisors, LLC$448K1
251KAVAR CAPITAL PARTNERS GROUP, LLC$447K1
252ADVISORTRUST PARTNERS, LLC$443K1
253Foresight Global Investors, Inc.$443K1
254Wynn Capital, LLC$441K1
255Steward Partners Investment Advisory, LLC$441K1
256OPPENHEIMER & CO INC$436K1
257TT Capital Management LLC$434K1
258Retirement Planning Co of New England, Inc.$433K1
259Dynamic Technology Lab Private Ltd$430K1
260CIBC Asset Management Inc$425K1
261ABSHER WEALTH MANAGEMENT, LLC$424K1
262Prospera Financial Services Inc$418K1
263AQR CAPITAL MANAGEMENT LLC$411K1
264DecisionMap Wealth Management, LLC$410K1
265PERSONAL CFO SOLUTIONS, LLC$407K1
266Envestnet Portfolio Solutions, Inc.$399K1
267DAYMARK WEALTH PARTNERS, LLC$398K1
268Rossmore Private Capital$387K1
269Snowden Capital Advisors LLC$378K1
270COWA, LLC$378K1
271Generali Investments CEE, investicni spolecnost, a.s.$361K1
272Rehmann Capital Advisory Group$360K1
273Dana Investment Advisors, Inc.$357K1
274MQS Management LLC$355K1
275CHOREO, LLC$354K1
276Aaron Wealth Advisors LLC$353K1
277UMB Bank, n.a.$353K1
278Sequoia Financial Advisors, LLC$347K1
279Foster Victor Wealth Advisors, LLC$344K1
280Ervin Investment Management, LLC$341K1
281Generation Capital Management LLC$339K1
282Asset Management One Co., Ltd.$337K1
283SIGNATUREFD, LLC$335K1
284Advisors Asset Management, Inc.$331K1
285Vident Advisory, LLC$330K1
286WOODMONT INVESTMENT COUNSEL LLC$329K1
287HANCOCK WHITNEY CORP$329K1
288IEQ CAPITAL, LLC$319K1
289Allspring Global Investments Holdings, LLC$319K1
290Cohen Investment Advisors LLC$318K1
291Aberdeen Wealth Management LLC$314K1
292ROBERTS GLORE & CO INC /IL/$313K1
293Titan Wealth (CI) Ltd$313K1
294Ballentine Partners, LLC$310K1
295R Squared Ltd$306K1
296Bangor Savings Bank$304K1
297Smartleaf Asset Management LLC$301K1
298FIRST NATIONAL BANK OF OMAHA$299K1
299Step Capital Management Pte. Ltd.$298K1
300Frank, Rimerman Advisors LLC$296K1
301Caprock Group, LLC$290K1
302Alhambra Investment Management LLC$290K1
303Summit Financial, LLC$289K1
304NEW WAVE WEALTH ADVISORS LLC$287K1
305Apollon Wealth Management, LLC$283K1
306Laird Norton Wetherby Trust Company, LLC$279K1
307Columbia Asset Management$277K1
308Pinnacle Wealth Planning Services, Inc.$276K1
309Affiance Financial, LLC$276K1
310Sage Investment Counsel LLC$275K1
311Mill Capital Management, LLC$275K1
312Roundview Capital LLC$274K1
313KESTRA PRIVATE WEALTH SERVICES, LLC$272K1
314Independent Advisor Alliance$270K1
315NLB Skladi, upravljanje premozenja, d.o.o.$269K1
316JAMISON PRIVATE WEALTH MANAGEMENT, INC.$268K1
317Advisor OS, LLC$267K1
318Avidian Wealth Enterprises, LLC$266K1
319Trek Financial, LLC$264K1
320Ridgewood Investments LLC$258K1
321NORDEN GROUP LLC$258K1
322INSIGNEO ADVISORY SERVICES, LLC$257K1
3231900 WEALTH MANAGEMENT LLC$254K1
324REGIONS FINANCIAL CORP$254K1
325AIGEN INVESTMENT MANAGEMENT, LP$253K1
326Stokes Family Office, LLC$251K1
327Aviso Financial Inc.$246K1
328Allworth Financial LP$246K1
329Leonteq Securities AG$246K1
330First Nebraska Trust Co$245K1
331HARRIS ASSOCIATES L P$245K1
332TD ASSET MANAGEMENT INC$245K1
333Occidental Asset Management, LLC$242K1
334ARQ WEALTH ADVISORS, LLC$240K1
335FIFTH THIRD BANCORP$239K1
336CRAWFORD INVESTMENT COUNSEL INC$238K1
337Cypress Capital Group$238K1
338Magnetar Financial LLC$238K1
339Ashton Thomas Private Wealth, LLC$237K1
340Scientech Research LLC$235K1
341Gallacher Capital Management LLC$233K1
342LEVEL FOUR ADVISORY SERVICES, LLC$230K1
343ExodusPoint Capital Management, LP$227K1
344First Affirmative Financial Network$226K1
345Keudell/Morrison Wealth Management$224K1
346WINTON GROUP Ltd$223K1
347COERENTE CAPITAL MANAGEMENT$223K1
348Lido Advisors, LLC$223K1
349Blue Trust, Inc.$223K1
350Cresset Asset Management, LLC$222K1
351Compound Planning, Inc.$222K1
352BAKER TILLY WEALTH MANAGEMENT, LLC$221K1
353OLD NATIONAL BANCORP /IN/$220K1
354Bridgewater Advisors Inc.$219K1
355MISSION WEALTH MANAGEMENT, LP$216K1
356UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$216K1
357Radnor Capital Management, LLC$216K1
358Murphy Pohlad Asset Management LLC$214K1
359Transamerica Financial Advisors, LLC$213K1
360Abel Hall, LLC$208K1
361FIRST NATIONAL TRUST CO$207K1
362Perigon Wealth Management, LLC$207K1
363Code Waechter LLC$206K1
364Wilmington Savings Fund Society, FSB$206K1
365Keebeck Wealth Management$205K1
366J.W. COLE ADVISORS, INC.$202K1
367Venture Visionary Partners LLC$201K1
368MARINO, STRAM & ASSOCIATES LLC$201K1
369CenterStar Asset Management, LLC$201K1
370Winning Points Advisors, LLC$200K1
371CWM, LLC$200K1
372BFSG, LLC$199K1
373Arax Advisory Partners$178K1
374VISION FINANCIAL MARKETS LLC$169K1
375Caitong International Asset Management Co., Ltd$164K1
376Geneos Wealth Management Inc.$162K1
377SITTNER & NELSON, LLC$140K1
378Cromwell Holdings LLC$119K1
379Parkside Financial Bank & Trust$106K1
380Atlantic Union Bankshares Corp$100K1
381Crewe Advisors LLC$94.6K1
382Clearstead Advisors, LLC$86.2K1
383Central Pacific Bank - Trust Division$81.9K1
384Banque Transatlantique SA$77.3K1
385Meramec Financial Planners, LLC$76.6K1
386Kimelman & Baird, LLC$74.5K1
387SUMMIT SECURITIES GROUP LLC$74.5K1
388BEACON INVESTMENT ADVISORY SERVICES, INC.$73.0K1
389Wealth Enhancement Trust Services, Inc.$68.2K1
390Tacita Capital Inc$67.0K1
391Legacy Bridge, LLC$66.6K1
392MCF Advisors LLC$64.5K1
393Caldwell Trust Co$60.2K1
394Ritter Daniher Financial Advisory LLC / DE$58.0K1
395Axiom Investment Management LLC$54.3K1
396WEBSTER BANK, N. A.$51.4K1
397GHP Investment Advisors, Inc.$48.9K1
398Bayforest Capital Ltd$43.4K1
399TD Capital Management LLC$43.2K1
400Rialto Wealth Management, LLC$40.9K1
401Q Fund Management (Hong Kong) Ltd$37.2K1
402Rakuten Securities, Inc.$36.7K1
403Cassaday & Co Wealth Management LLC$34.3K1
404JFS WEALTH ADVISORS, LLC$32.7K1
405SouthState Bank Corp$30.2K1
406Larson Financial Group LLC$29.6K1
407Medallion Wealth Advisors, LLC$29.5K1
408Bell Investment Advisors, Inc$28.2K1
409Financial Network Wealth Advisors LLC$28.1K1
410SALEM INVESTMENT COUNSELORS INC$28.0K1
411Hickory Point Bank & Trust$26.8K1
412New England Capital Financial Advisors LLC$23.0K1
413Kentucky Trust Co$22.3K1
414HRT FINANCIAL LP$22.1K1
415Truvestments Capital LLC$21.5K1
416MidFirst Bank$19.7K1
417BARRETT & COMPANY, INC.$19.4K1
418COUNTRY TRUST BANK$18.6K1
419Beacon Financial Strategies CORP$17.5K1
420Hilltop National Bank$16.2K1
421Financial Perspectives, Inc$16.0K1
422Glass Jacobson Investment Advisors llc$14.9K1
423Addison Advisors LLC$14.3K1
424HHM Wealth Advisors, LLC$13.4K1
425Elequin Capital, LP$13.1K1
426Signature Equity Partners, LLC$13.1K1
427Tradewinds Capital Management, LLC$13.0K1
428Scarborough Advisors, LLC$12.9K1
429WPG Advisers, LLC$11.6K1
430BELLEVUE ASSET MANAGEMENT, LLC$10.9K1
431Annis Gardner Whiting Capital Advisors, LLC$10.8K1
432Spire Wealth Management$10.6K1
433Cherry Tree Wealth Management, LLC$9.9K1
434Twin Lakes Capital Management, LLC$9.7K1
435Financial Freedom, LLC$9.6K1
436MATHER GROUP, LLC.$8.7K1
437Pacific Center for Financial Services$8.4K1
438Kilter Group LLC$8.3K1
439Clark Wealth Partners$8.1K1
440FEDERATED HERMES, INC.$7.7K1
441Measured Wealth Private Client Group, LLC$7.7K1
442PROTECTIVE LIFE CORP$7.4K1
443St. Johns Investment Management Company, LLC$7.4K1
444SJS Investment Consulting Inc.$7.4K1
445Magnolia Wealth Management, LLC$7.4K1
446PFS Partners, LLC$7.4K1
447Cetera Trust Company, N.A$7.4K1
448Caitlin John, LLC$7.4K1
449Sunrise Financial Services, LLC$7.1K1
450Community Financial Services Group, LLC$6.5K1
451Stone House Investment Management, LLC$6.4K1
452REAP Financial Group, LLC$6.3K1
453Frazier Financial Advisors, LLC$6.3K1
454Purpose Unlimited Inc.$6.2K1
455ENTRUST FINANCIAL LLC$5.5K1
456EASTERN BANK$4.9K1
457Abound Wealth Management$4.9K1
458Westfuller Advisors, LLC$4.9K1
459WOLFF WIESE MAGANA LLC$4.8K1
460Virtu Financial LLC$4.4K1
461Owl Creek Wealth Partners LLC$4.2K1
462FINANCIAL CONSULATE, INC$3.7K1
463Virginia Estate & Retirement Planning Advisors Inc.$3.7K1
464Pflug Koory, LLC$3.5K1
465Manchester Capital Management LLC$3.4K1
466Gold Investment Management Ltd.$3.4K1
467Prestige Wealth Management Group LLC$3.4K1
468SWAN Capital LLC$3.2K1
469NATIXIS ADVISORS, LLC$3.2K1
470Pacifica Partners Inc.$3.0K1
471GODSEY & GIBB, INC$2.9K1
472First Pacific Financial$2.4K1
473Quaker Wealth Management, LLC$2.4K1
474Key FInancial Inc$2.2K1
475Sachetta, LLC$1.9K1
476Breakwater Investment Management$1.9K1
477CALDWELL SUTTER CAPITAL, INC.$1.6K1
478Raleigh Capital Management Inc.$1.5K1
479True Wealth Design, LLC$1.5K1
480JNBA Financial Advisors$1.4K1
481Physician Wealth Advisors, Inc.$1.4K1
482N.E.W. Advisory Services LLC$1.3K1
483Global Trust Asset Management, LLC$1.3K1
484WealthCollab, LLC$1.3K1
485PINNEY & SCOFIELD, INC.$1.2K1
486IMG Wealth Management, Inc.$1.1K1
487Retirement Wealth Solutions LLC$1.1K1
488DecisionPoint Financial, LLC$9681
489Kingdom Financial Group LLC.$9681
490INGALLS & SNYDER LLC$6131
491Fairman Group, LLC$5961
492CENTAURUS FINANCIAL, INC.$5471
493PARK AVENUE SECURITIES LLC$4521
494DHJJ Financial Advisors, Ltd.$3731
495SHP Wealth Management$2231
496Murphy & Mullick Capital Management Corp$2231
497American Capital Advisory, LLC$1491
498Capital Analysts, LLC$1101
499First Pacific Advisors, LP$741
500HAZLETT, BURT & WATSON, INC.$411
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 / 4 sell
Congress net ($ bound)−$59.0K to $11.0K
Filers net (actions)not in build
Filers net ($ 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 DEO

RETAINED WINDOW · ACTIVE HITS
Signal hits naming DEO
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
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 DEO · financials and macro

Financials — as filed PLANNED

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