Public record / Tickers / DG

DG — DOLLAR GENERAL CORP

Both disclosure regimes on one name: who in Congress filed about DG, 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
83
all PTR rows naming DG
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
01-15
filed 2026-01-15
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

Daniel S. Goldman · $50.0K–$100K

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

1 member · 0 buys / 1 sells

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

19 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

14 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. 14 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING DG · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning DG
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-01-15Dan Newhouse R–WA-4Sale · SP (spouse-owned)Traded 2025-12-11 +35d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 06-11 LATE·63d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-09 LATE·65d$1K–$15K
2025-06-22Jefferson Shreve R–IN-6SaleTraded 05-12 +41d$15K–$50K
2025-05-19Marjorie Taylor Greene R–GA-14PurchaseTraded 05-14 +5d$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 83 ↗

Members active in DG

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing DG 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.
Dan Newhouse R–WA-41−$15.0K to −$1.0K3

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

Congress ↔ notable managers · DG

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

Trimming
1 Baupost Group $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · DOLLAR GEN CORP

Merged timeline of congressional filings and notable-manager moves on DG
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+83,810 sh
2026-05-15Bridgewater Associates 13Fadd+144,181 sh
2026-05-15Ruane Cunniff & Goldfarb 13Fadd+18 sh
2026-05-14Baupost Group 13Fexit−2,062,821 sh

4 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 DG for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$3.0B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.7B1
3STATE STREET CORP$1.3B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$1.3B1
5PZENA INVESTMENT MANAGEMENT LLC$819M1
6AQR CAPITAL MANAGEMENT LLC$610M1
7First Eagle Investment Management, LLC$529M1
8MORGAN STANLEY$513M1
9BANK OF AMERICA CORP /DE/$442M1
10Robeco Institutional Asset Management B.V.$375M1
11ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$341M1
12DIMENSIONAL FUND ADVISORS LP$332M1
13FRANKLIN RESOURCES INC$326M1
14Invesco Ltd.$326M1
15ROYAL BANK OF CANADA$323M1
16Allianz Asset Management GmbH$275M1
17NORTHERN TRUST CORP$257M1
18UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$248M1
19Qube Research & Technologies Ltd$227M1
20UBS Group AG$221M1
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC$207M1
22NORDEA INVESTMENT MANAGEMENT AB$191M1
23Legal & General Group Plc$166M1
24JUPITER ASSET MANAGEMENT LTD$161M1
25WORLDQUANT MILLENNIUM ADVISORS LLC$151M1
26VANGUARD FIDUCIARY TRUST CO$147M1
27Holocene Advisors, LP$139M1
28SCHRODER INVESTMENT MANAGEMENT GROUP$134M1
29ACR Alpine Capital Research, LLC$133M1
30WELLS FARGO & COMPANY/MN$130M1
31RAYMOND JAMES FINANCIAL INC$113M1
32Man Group plc$110M1
33AMERICAN CENTURY COMPANIES INC$109M1
34EQUITY INVESTMENT CORP$103M1
35MARKEL GROUP INC.$103M1
36BARCLAYS PLC$97.6M1
37DEUTSCHE BANK AG\$88.1M1
38RENAISSANCE TECHNOLOGIES LLC$83.6M1
39CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$81.4M1
40ENVESTNET ASSET MANAGEMENT INC$77.5M1
41SEMPER AUGUSTUS INVESTMENTS GROUP LLC$77.0M1
42Swiss National Bank$76.7M1
43HSBC HOLDINGS PLC$72.5M1
44Swedbank AB$72.2M1
45Mariner, LLC$71.6M1
46CANADA PENSION PLAN INVESTMENT BOARD$71.5M1
47National Pension Service$70.0M1
48FMR LLC$69.9M1
49Fiera Capital Corp$69.6M1
50Employees Provident Fund Board$69.6M1
51Sather Financial Group Inc$68.7M1
52PRUDENTIAL FINANCIAL INC$68.7M1
53REGIONS FINANCIAL CORP$64.4M1
54Nuveen, LLC$63.0M1
55TWO SIGMA INVESTMENTS, LP$59.7M1
56Amundi$59.6M1
57Mitsubishi UFJ Asset Management Co., Ltd.$59.5M1
58Vanguard Global Advisers, LLC$58.6M1
59ROYAL LONDON ASSET MANAGEMENT LTD$58.0M1
60MACKENZIE FINANCIAL CORP$55.5M1
61MASSACHUSETTS FINANCIAL SERVICES CO /MA/$52.8M1
62FULLER & THALER ASSET MANAGEMENT, INC.$52.5M1
63VANGUARD ASSET MANAGEMENT, Ltd$52.4M1
64Capital World Investors$52.1M1
65CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$50.6M1
66MILLENNIUM MANAGEMENT LLC$49.7M1
67Magellan Asset Management Ltd$48.4M1
68VICTORY CAPITAL MANAGEMENT INC$45.8M1
69IEQ CAPITAL, LLC$43.9M1
70Gotham Asset Management, LLC$41.6M1
71CITIGROUP INC$39.9M1
72Quantinno Capital Management LP$39.3M1
73Allspring Global Investments Holdings, LLC$35.6M1
74STOREBRAND ASSET MANAGEMENT AS$33.4M1
75Kiltearn Partners LLP$32.0M1
76Smith Group Asset Management, LLC$31.8M1
77MANUFACTURERS LIFE INSURANCE COMPANY, THE$31.3M1
78ALLIANCEBERNSTEIN L.P.$31.0M1
79PRINCIPAL FINANCIAL GROUP INC$30.9M1
80BANK OF MONTREAL /CAN/$29.9M1
81Calamos Advisors LLC$29.7M1
82SUSQUEHANNA INTERNATIONAL GROUP, LLP$26.8M1
83SEI INVESTMENTS CO$26.7M1
84Bridgewater Associates, LP$25.7M1
85FIL Ltd$25.6M1
86OPPENHEIMER ASSET MANAGEMENT INC.$25.3M1
87Quilter Plc$23.9M1
88Ensign Peak Advisors, Inc$23.9M1
89STATE OF WISCONSIN INVESTMENT BOARD$23.8M1
90STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$23.2M1
91LPL Financial LLC$23.1M1
92Federation des caisses Desjardins du Quebec$22.5M1
93Illinois Municipal Retirement Fund$22.3M1
94Cerity Partners LLC$22.3M1
95Korea Investment CORP$22.2M1
96FIRST TRUST ADVISORS LP$21.8M1
97Huber Capital Management LLC$21.3M1
98CITADEL ADVISORS LLC$21.0M1
99TEACHER RETIREMENT SYSTEM OF TEXAS$21.0M1
100CRAWFORD INVESTMENT COUNSEL INC$19.6M1
101DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$19.2M1
102Universal- Beteiligungs- und Servicegesellschaft mbH$19.2M1
103Wealthfront Advisers LLC$18.6M1
104COMMONWEALTH EQUITY SERVICES, LLC$18.3M1
105HighTower Advisors, LLC$18.1M1
106CWM, LLC$17.9M1
107ZWJ INVESTMENT COUNSEL INC$17.2M1
108INTECH INVESTMENT MANAGEMENT LLC$17.2M1
109Pictet Asset Management Holding SA$16.6M1
110Creative Planning$16.5M1
111CIBC Bancorp USA Inc.$16.2M1
112AVIVA PLC$16.1M1
113Aberdeen Group plc$15.8M1
114Tredje AP-fonden$15.8M1
115ADAGE CAPITAL PARTNERS GP, L.L.C.$15.7M1
116Alphadyne Asset Management LP$14.6M1
117JANE STREET GROUP, LLC$14.2M1
118Cetera Investment Advisers$13.9M1
119BANQUE PICTET & CIE SA$13.8M1
120APG Asset Management N.V.$13.6M1
121BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$13.5M1
122BANK OF NOVA SCOTIA$13.5M1
123D. E. Shaw & Co., Inc.$13.3M1
124Asset Management One Co., Ltd.$13.3M1
125STIFEL FINANCIAL CORP$13.1M1
126Vanguard Investments Australia, Ltd.$13.1M1
127Chevy Chase Trust Holdings, LLC$12.9M1
128Fisher Funds Management LTD$12.5M1
129NATIONAL BANK OF CANADA /FI/$12.4M1
130NFJ INVESTMENT GROUP, LLC$12.2M1
131Cornerstone Advisors, LLC$12.1M1
132EXCHANGE TRADED CONCEPTS, LLC$11.8M1
133CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$11.5M1
134WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$11.4M1
135Twin Lions Management LLC$11.1M1
136OLD NATIONAL BANCORP /IN/$11.1M1
137PFA Pension, Forsikringsaktieselskab$11.0M1
138FIRST MANHATTAN CO. LLC.$11.0M1
139NOMURA ASSET MANAGEMENT CO LTD$11.0M1
140Bryn Mawr Trust Advisors, LLC$10.4M1
141FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$10.1M1
142Linscomb Wealth, Inc.$9.7M1
143TD ASSET MANAGEMENT INC$9.7M1
144Swiss Life Asset Management Ltd$9.6M1
145MERCER GLOBAL ADVISORS INC /ADV$9.5M1
146Vinva Investment Management Ltd$9.5M1
147Resona Asset Management Co.,Ltd.$9.4M1
148Jefferies Financial Group Inc.$9.2M1
149Andra AP-fonden$9.1M1
150State of New Jersey Common Pension Fund D$9.0M1
151CREDIT AGRICOLE S A$8.7M1
152Pekin Hardy Strauss, Inc.$8.5M1
153NewEdge Advisors, LLC$8.5M1
154Y-Intercept (Hong Kong) Ltd$8.1M1
155BAR HARBOR WEALTH MANAGEMENT$7.9M1
156Kinsale Capital Group, Inc.$7.9M1
157Cornerstone Wealth Group, LLC$7.8M1
158LAZARD ASSET MANAGEMENT LLC$7.8M1
159ASR Vermogensbeheer N.V.$7.7M1
160TORONTO DOMINION BANK$7.7M1
161Schonfeld Strategic Advisors LLC$7.5M1
162Savoir Faire Capital Management, L.P.$7.4M1
163Tidal Investments LLC$7.3M1
1641834 INVESTMENT ADVISORS CO$7.3M1
165WELLINGTON MANAGEMENT GROUP LLP$7.3M1
166Czech National Bank$7.1M1
167Arizona State Retirement System$7.1M1
168BNP Paribas Asset Management Holding S.A.$7.1M1
169XTX Topco Ltd$7.0M1
170KWMG, LLC$7.0M1
171Zurcher Kantonalbank (Zurich Cantonalbank)$6.9M1
172STATE OF MICHIGAN RETIREMENT SYSTEM$6.8M1
173OSAIC HOLDINGS, INC.$6.6M1
174Verdence Capital Advisors LLC$6.6M1
175CIBC Asset Management Inc$6.2M1
176PANAGORA ASSET MANAGEMENT INC$6.2M1
177VOYA INVESTMENT MANAGEMENT LLC$6.2M1
178FIRST NATIONAL BANK OF OMAHA$6.1M1
179Atria Investments, Inc$6.1M1
180Focus Partners Wealth$6.1M1
181COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$6.1M1
182INTACT INVESTMENT MANAGEMENT INC.$6.1M1
183FIFTH THIRD BANCORP$6.0M1
184SEB Asset Management AB$6.0M1
185Kestra Advisory Services, LLC$6.0M1
186ASSETMARK, INC$5.9M1
187EAGLE ROCK INVESTMENT COMPANY, LLC$5.9M1
188Mirae Asset Global Investments Co., Ltd.$5.8M1
189TRUIST FINANCIAL CORP$5.8M1
190USS Investment Management Ltd$5.8M1
191Prana Capital Management, LP$5.6M1
192Retirement Systems of Alabama$5.6M1
193LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$5.4M1
194Geneos Wealth Management Inc.$5.3M1
195ZACKS INVESTMENT MANAGEMENT$5.1M1
196IFM Investors Pty Ltd$5.0M1
197Daiwa Securities Group Inc.$5.0M1
198WESTPAC BANKING CORP$5.0M1
199LGT Fund Management Co Ltd.$4.9M1
200CWA Asset Management Group, LLC$4.9M1
201Grantham, Mayo, Van Otterloo & Co. LLC$4.8M1
202Mitsubishi UFJ Trust & Banking Corp$4.7M1
203MML INVESTORS SERVICES, LLC$4.7M1
204MIRABELLA FINANCIAL SERVICES LLP$4.7M1
205Corient Private Wealth LLC$4.6M1
206&PARTNERS$4.6M1
207Wilmington Savings Fund Society, FSB$4.6M1
208XPONANCE LLC$4.6M1
209JONES FINANCIAL COMPANIES LLLP$4.6M1
210JACOBS LEVY EQUITY MANAGEMENT, INC$4.5M1
211MGO ONE SEVEN LLC$4.4M1
212Aware Super Pty Ltd as trustee of Aware Super$4.4M1
213Qsemble Capital Management, LP$4.4M1
214ProShare Advisors LLC$4.3M1
215GATEWAY INVESTMENT ADVISERS LLC$4.2M1
216Utah Retirement Systems$4.2M1
217Empowered Funds, LLC$4.2M1
218MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$4.2M1
219PUBLIC SECTOR PENSION INVESTMENT BOARD$4.2M1
220Prospera Financial Services Inc$4.2M1
221Crossmark Global Holdings, Inc.$4.1M1
222Sumitomo Mitsui DS Asset Management Company, Ltd$4.0M1
223Vanguard Personalized Indexing Management, LLC$4.0M1
224HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$3.9M1
225Phoenix Financial Ltd.$3.9M1
226PRUDENTIAL PLC$3.9M1
227Rakuten Investment Management, Inc.$3.8M1
228CHANNING GLOBAL ADVISORS, LLC$3.8M1
229CAPSTONE INVESTMENT ADVISORS, LLC$3.8M1
230Grandeur Peak Global Advisors, LLC$3.7M1
231HUSSMAN STRATEGIC ADVISORS, INC.$3.7M1
232Sanctuary Advisors, LLC$3.7M1
233Kestra Investment Management, LLC$3.7M1
234NEOS Investment Management LLC$3.7M1
235CIBC WORLD MARKET INC.$3.7M1
236NEW YORK LIFE INVESTMENT MANAGEMENT LLC$3.6M1
237BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.6M1
238AMG National Trust Bank$3.6M1
239Eurizon Capital SGR S.p.A.$3.6M1
240NATIXIS$3.6M1
241NISSAY ASSET MANAGEMENT CORP /JAPAN$3.4M1
242ING GROEP NV$3.4M1
243Dana Investment Advisors, Inc.$3.3M1
244Oak Thistle LLC$3.2M1
245Carmel Capital Partners, LLC$3.2M1
246Merit Financial Group, LLC$3.1M1
247SteelPeak Wealth, LLC$3.1M1
248Fox Hill Wealth Management$3.0M1
249Janus Henderson Group Ltd.$3.0M1
250Avidian Wealth Enterprises, LLC$3.0M1
251OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.0M1
252Rockefeller Capital Management L.P.$3.0M1
253Susquehanna Portfolio Strategies, LLC$2.9M1
254Siemens Fonds Invest GmbH$2.9M1
255PATTON FUND MANAGEMENT, INC.$2.9M1
256Walleye Capital LLC$2.9M1
257WASATCH ADVISORS LP$2.8M1
258MEEDER ASSET MANAGEMENT INC$2.8M1
259Pathstone Holdings, LLC$2.8M1
260MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.8M1
261Waverly Advisors, LLC$2.8M1
262OP Asset Management Ltd$2.7M1
263UniSuper Management Pty Ltd$2.7M1
264O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.7M1
265Elo Mutual Pension Insurance Co$2.7M1
266Elevate Capital Advisors, LLC$2.7M1
267Horrell Capital Management, Inc.$2.7M1
268Rare Wolf Capital LLC$2.6M1
269M&T BANK CORP$2.6M1
270MACQUARIE GROUP LTD$2.6M1
271Brevan Howard Capital Management LP$2.5M1
272Focus Partners Advisor Solutions, LLC$2.5M1
273WINTON GROUP Ltd$2.5M1
274Avanza Fonder AB$2.4M1
275Cresset Asset Management, LLC$2.3M1
276Squarepoint Ops LLC$2.3M1
277Banque Cantonale Vaudoise$2.3M1
278Hudson Canyon Capital Management$2.3M1
279Summit Trail Advisors, LLC$2.2M1
280OMERS ADMINISTRATION Corp$2.2M1
281Cordgrass Capital Advisors, LLC$2.2M1
282GHP Investment Advisors, Inc.$2.1M1
283MONARCH CAPITAL MANAGEMENT INC$2.1M1
284MARCO INVESTMENT MANAGEMENT LLC$2.1M1
285GRIFFIN ASSET MANAGEMENT, INC.$2.1M1
286North Dakota State Investment Board$2.1M1
287First National Advisers, LLC$2.1M1
288Donoghue Forlines LLC$2.1M1
289US BANCORP \DE\$2.1M1
290Orion Porfolio Solutions, LLC$2.0M1
291FORTEM FINANCIAL GROUP, LLC$2.0M1
292Ruffer LLP$2.0M1
293BENJAMIN EDWARDS INC$2.0M1
294PRECEDENT WEALTH PARTNERS, LLC$2.0M1
295Private Advisor Group, LLC$1.9M1
296J. Safra Sarasin Holding AG$1.9M1
297LECAP ASSET MANAGEMENT LTD$1.9M1
298Investment Management Corp of Ontario$1.9M1
299Hixon Zuercher, LLC$1.9M1
300Fideuram Asset Management (Ireland) dac$1.9M1
301Machina Capital S.A.S.$1.8M1
302Zurich Insurance Group Ltd/FI$1.8M1
303Centiva Capital, LP$1.8M1
304Inspire Investing, LLC$1.8M1
305Pallas Capital Advisors LLC$1.8M1
306Magnetar Financial LLC$1.8M1
307Rafferty Asset Management, LLC$1.8M1
308Hurley Capital, LLC$1.7M1
309NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.7M1
310Engineers Gate Manager LP$1.7M1
311Bull Harbor Capital LLC$1.7M1
31244 WEALTH MANAGEMENT LLC$1.7M1
313Independent Advisor Alliance$1.7M1
314TBH Global Asset Management, LLC$1.6M1
315AFFINITY INVESTMENT ADVISORS, LLC$1.6M1
316NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$1.6M1
317Vident Advisory, LLC$1.6M1
318NorthCrest Asset Manangement, LLC$1.6M1
319Generali Asset Management SPA SGR$1.6M1
320MIZUHO SECURITIES USA LLC$1.6M1
321Savvy Advisors, Inc.$1.6M1
322Sequoia Financial Advisors, LLC$1.6M1
323FOX RUN MANAGEMENT, L.L.C.$1.5M1
324Glenview Trust Co$1.5M1
325Candriam S.C.A.$1.5M1
326Norinchukin Bank, The$1.5M1
327Aptus Capital Advisors, LLC$1.5M1
328Allworth Financial LP$1.5M1
329BALYASNY ASSET MANAGEMENT L.P.$1.4M1
330Caprock Group, LLC$1.4M1
331HB Wealth Management, LLC$1.4M1
332Bellwether Advisors, LLC$1.4M1
333Merrion Investment Management Co, LLC$1.4M1
334Blueshift Asset Management, LLC$1.4M1
335Dynamic Advisor Solutions LLC$1.4M1
336GUGGENHEIM CAPITAL LLC$1.4M1
337Havemeyer Place LP$1.4M1
338MAI Capital Management$1.4M1
339Chicago Partners Investment Group LLC$1.4M1
340Krilogy Financial LLC$1.4M1
341Sage Investment Counsel LLC$1.4M1
342Baird Financial Group, Inc.$1.4M1
343Maryland State Retirement & Pension System$1.3M1
344INCEPTIONR LLC$1.3M1
345UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.3M1
346ABN AMRO INVESTMENT SOLUTIONS$1.3M1
347ONTARIO TEACHERS PENSION PLAN BOARD$1.3M1
348Camelot Portfolios, LLC$1.3M1
349AustralianSuper Pty Ltd$1.2M1
350Kingsview Wealth Management, LLC$1.2M1
351NLB Skladi, upravljanje premozenja, d.o.o.$1.2M1
352TOKIO MARINE ASSET MANAGEMENT CO LTD$1.2M1
353QUADRANT CAPITAL GROUP LLC$1.2M1
354BLAIR WILLIAM & CO/IL$1.1M1
355SAGESPRING WEALTH PARTNERS, LLC$1.1M1
356COLDSTREAM CAPITAL MANAGEMENT INC$1.1M1
357Inspire Advisors, LLC$1.1M1
358Integrated Quantitative Investments LLC$1.1M1
359Volterra Technologies LP$1.1M1
360Elite Wealth Management, Inc.$1.1M1
361First Pacific Advisors, LP$1.1M1
362Everhart Financial Group, Inc.$1.1M1
363MUFG Securities EMEA plc$1.1M1
364Meeder Advisory Services, Inc.$1.1M1
365Laurel Wealth Advisors LLC$1.1M1
366Metis Global Partners, LLC$1.0M1
367OXFORD ASSET MANAGEMENT LLP$1.0M1
368SUMMITRY LLC$1.0M1
369Snowden Capital Advisors LLC$1.0M1
370HAMEL ASSOCIATES, INC.$1.0M1
371BURNEY CO/$1.0M1
372ELEVATION POINT WEALTH PARTNERS, LLC$991K1
373Curi Capital, LLC$986K1
374FORA Capital, LLC$986K1
375Gradient Investments LLC$985K1
376BROOKS, MOORE & ASSOCIATES, INC.$965K1
377OmniStar Financial Group, Inc.$961K1
378OPPENHEIMER & CO INC$961K1
379Legacy Capital Group California, Inc.$952K1
380Walleye Trading LLC$939K1
381QRG CAPITAL MANAGEMENT, INC.$935K1
382Brookstone Capital Management$928K1
383Empirical Finance, LLC$926K1
384EP Wealth Advisors, LLC$921K1
385Tevis Investment Management$913K1
386STEPHENS INC /AR/$899K1
387Assenagon Asset Management S.A.$896K1
388Avantra Family Wealth, Inc.$886K1
389COMMERCE BANK$881K1
390WADDELL & ASSOCIATES, LLC$877K1
391Vestmark Advisory Solutions, Inc.$875K1
392KESTRA PRIVATE WEALTH SERVICES, LLC$862K1
393Capital Investment Advisory Services, LLC$849K1
394Laird Norton Wetherby Trust Company, LLC$844K1
395Inscription Capital, LLC$844K1
396SCOTIA CAPITAL INC.$842K1
397NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$836K1
398NAPLES GLOBAL ADVISORS, LLC$834K1
399Generali Investments Towarzystwo Funduszy Inwestycyjnych$831K1
400Badgley Phelps Wealth Managers, LLC$824K1
401OFI INVEST ASSET MANAGEMENT$823K1
402Arax Advisory Partners$819K1
403BEACON INVESTMENT ADVISORY SERVICES, INC.$805K1
404Fairvoy Private Wealth, LLC$805K1
405Counterpoint Mutual Funds LLC$805K1
406Mutual Advisors, LLC$802K1
407Sivia Capital Partners, LLC$801K1
408Sustainable Insight Capital Management, LLC$788K1
409EVOLVE PRIVATE WEALTH, LLC$776K1
410Wedmont Private Capital$770K1
411CHOREO, LLC$769K1
412TECTONIC ADVISORS LLC$761K1
413Steward Partners Investment Advisory, LLC$748K1
414INTRUST BANK NA$742K1
415Diversified Trust Co$736K1
416Dai-ichi Life Insurance Company, Ltd$735K1
417PICTON MAHONEY ASSET MANAGEMENT$734K1
418NewEdge Wealth, LLC$731K1
419CenterBook Partners LP$730K1
420Apollon Wealth Management, LLC$715K1
421IRON Financial LLC$713K1
422Cumberland Partners Ltd$712K1
423Brooklyn Investment Group$707K1
424SECURIAN ASSET MANAGEMENT, INC$703K1
425PINNACLE ASSOCIATES LTD$702K1
4261832 Asset Management L.P.$697K1
427Bank Julius Baer & Co. Ltd, Zurich$693K1
428Baker Avenue Asset Management, LP$692K1
429PRELUDE CAPITAL MANAGEMENT, LLC$689K1
430Vise Technologies, Inc.$680K1
431MATTERN CAPITAL MANAGEMENT, LLC$679K1
432Perigon Wealth Management, LLC$677K1
433Savant Capital, LLC$676K1
434Belpointe Asset Management LLC$674K1
435WASHINGTON CAPITAL MANAGEMENT, INC$673K1
436KEYBANK NATIONAL ASSOCIATION/OH$673K1
437Baader Bank Aktiengesellschaft$671K1
438ABSHER WEALTH MANAGEMENT, LLC$671K1
439Advyzon Investment Management, LLC$671K1
440LBP AM SA$667K1
441BOOTHBAY FUND MANAGEMENT, LLC$664K1
442Perpetual Ltd$663K1
443Clearstead Advisors, LLC$654K1
444EVOKE WEALTH, LLC$653K1
445Marex Group Ltd$650K1
446Banco Santander, S.A.$647K1
447Ballentine Partners, LLC$635K1
448Caerus Investment Advisors, LLC$631K1
449Values First Advisors, Inc.$630K1
450Sentry LLC$627K1
451Pinnacle Financial Partners, Inc.$619K1
452Vontobel Holding Ltd.$617K1
453FORTRESS PRIVATE LEDGER, LLC$615K1
454FEDERATED HERMES, INC.$614K1
455CENTRAL TRUST Co$595K1
456Lombard Odier Asset Management (Switzerland) SA$594K1
457JAMISON PRIVATE WEALTH MANAGEMENT, INC.$592K1
458Lebenthal Global Advisors, LLC$587K1
459Graham Capital Management, L.P.$584K1
460Jacobi Capital Management LLC$583K1
4611248 Management, LLC$572K1
462WRIGHT INVESTORS SERVICE INC$572K1
463ABLE Financial Group, LLC$571K1
464Legacy Wealth Asset Management, LLC$568K1
465Byrne Asset Management LLC$567K1
466STRATEGY ASSET MANAGERS LLC$567K1
467Southeast Asset Advisors, LLC$563K1
468Aaron Wealth Advisors LLC$558K1
469HUNTINGTON NATIONAL BANK$553K1
470TEMA ETFS LLC$550K1
471Frank, Rimerman Advisors LLC$549K1
472EARNED WEALTH ADVISORS, LLC$549K1
473Parcion Private Wealth LLC$547K1
474Trexquant Investment LP$540K1
475Rothschild Wealth LLC$535K1
476MBL Wealth, LLC$534K1
477OpenArc Corporate Advisory, LLC$527K1
478SIGNATUREFD, LLC$526K1
479Qtron Investments LLC$522K1
480Callan Family Office, LLC$516K1
481Moors & Cabot, Inc.$514K1
482JBR Co Financial Management Inc$511K1
483Sowell Financial Services LLC$506K1
484Beacon Pointe Advisors, LLC$492K1
485Three Seasons Wealth, LLC$491K1
486Probity Advisors, Inc.$490K1
487CONTRAVISORY INVESTMENT MANAGEMENT, INC.$487K1
488CIDEL ASSET MANAGEMENT INC$485K1
489Kera Capital Partners, Inc.$480K1
490Patten Group, Inc.$478K1
491HUB Investment Partners, LLC$477K1
492Oasis Advisors, LLC$462K1
493Concurrent Investment Advisors, LLC$461K1
494Catalyst Capital Advisors LLC$457K1
495CITIZENS FINANCIAL GROUP INC/RI$452K1
496GenTrust, LLC$450K1
497Bank Pictet & Cie (Europe) AG$449K1
498Pinnacle Wealth Management Advisory Group, LLC$447K1
499State of Wyoming$445K1
500Midwest Financial Group LLC$443K1
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)0 buy / 1 sell
Congress net ($ bound)−$15.0K to −$1.0K
Filers net (actions)not in build
Filers net ($ 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 DG

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for DG · financials and macro

Financials — as filed PLANNED

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