Public record / Tickers / DHI

DHI — HORTON D R INC /DE/

Both disclosure regimes on one name: who in Congress filed about DHI, 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
31
all PTR rows naming DHI
Members · 12m
2
2 buys · 3 sells · by trade date
Latest PTR
02-13
filed 2026-02-13
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

Ron Wyden · $50.0K–$100K

Purchase · traded 2020-08-11 → filed 2020-08-29. Ranked over every DHI row by the provable lower bound, never a point estimate.

2 members · 2 buys / 3 sells

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

2 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 DHI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning DHI
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 01-09 +35d$1K–$15K
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 11-18 +27d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-30 +22d$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 31 ↗

Members active in DHI

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing DHI 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.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
Gilbert Ray Cisneros, Jr. D–CA-312−$14.0K to $14.0K2

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

Congress ↔ notable managers · DHI

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

Congress · last 90 days

Buyers
0
Sellers
0

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

Notable managers · quarter ended 2026-03-31

Adding
1 Bridgewater Associates $3.2M held

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

Merged timeline of congressional filings and notable-manager moves on DHI
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Fadd+19,473 sh
2026-05-15Gotham Asset Management 13Ftrim−366 sh
2026-05-14Caxton Associates 13Ftrim−2,842 sh

3 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 DHI for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1Capital World Investors$5.1B1
2BlackRock, Inc.$3.8B1
3VANGUARD CAPITAL MANAGEMENT LLC$2.4B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$1.7B1
5STATE STREET CORP$1.6B1
6FMR LLC$1.3B1
7Capital Research Global Investors$639M1
8MORGAN STANLEY$527M1
9Invesco Ltd.$466M1
10BANK OF AMERICA CORP /DE/$443M1
11DIMENSIONAL FUND ADVISORS LP$423M1
12FRANKLIN RESOURCES INC$405M1
13NORTHERN TRUST CORP$384M1
14UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$382M1
15PRINCIPAL FINANCIAL GROUP INC$296M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$278M1
17Legal & General Group Plc$231M1
18EARNEST PARTNERS LLC$230M1
19Amundi$220M1
20Pictet Asset Management Holding SA$211M1
21AQR CAPITAL MANAGEMENT LLC$208M1
22VANGUARD FIDUCIARY TRUST CO$207M1
23Smead Capital Management, Inc.$206M1
24Boston Partners$176M1
25DEUTSCHE BANK AG\$163M1
26UBS Group AG$152M1
27CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$149M1
28Holocene Advisors, LP$148M1
29BARCLAYS PLC$145M1
30WELLS FARGO & COMPANY/MN$142M1
31TWO SIGMA INVESTMENTS, LP$130M1
32CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$121M1
33Nuveen, LLC$120M1
34NORDEA INVESTMENT MANAGEMENT AB$113M1
35Swiss National Bank$106M1
361832 Asset Management L.P.$105M1
37Squarepoint Ops LLC$105M1
38CITIGROUP INC$101M1
39Brave Warrior Advisors, LLC$95.2M1
40Swedbank AB$94.4M1
41ENVESTNET ASSET MANAGEMENT INC$93.5M1
42SEI INVESTMENTS CO$90.1M1
43MILLENNIUM MANAGEMENT LLC$88.5M1
44Vanguard Global Advisers, LLC$82.8M1
45Mitsubishi UFJ Asset Management Co., Ltd.$82.4M1
46Allspring Global Investments Holdings, LLC$80.9M1
47Crake Asset Management LLP$79.2M1
48National Pension Service$73.9M1
49ARGENT CAPITAL MANAGEMENT LLC$69.6M1
50HSBC HOLDINGS PLC$69.3M1
51RAYMOND JAMES FINANCIAL INC$68.0M1
52HighTower Advisors, LLC$66.2M1
53VANGUARD ASSET MANAGEMENT, Ltd$62.6M1
54O'SHAUGHNESSY ASSET MANAGEMENT, LLC$61.9M1
55VOLORIDGE INVESTMENT MANAGEMENT, LLC$60.7M1
56EVENTIDE ASSET MANAGEMENT, LLC$59.0M1
57VICTORY CAPITAL MANAGEMENT INC$58.5M1
58ASSETMARK, INC$58.3M1
59Rafferty Asset Management, LLC$54.9M1
60MANUFACTURERS LIFE INSURANCE COMPANY, THE$48.7M1
61ALLIANCEBERNSTEIN L.P.$47.1M1
62PARNASSUS INVESTMENTS, LLC$46.8M1
63ROYAL BANK OF CANADA$44.3M1
64WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$42.9M1
65WORLDQUANT MILLENNIUM ADVISORS LLC$42.5M1
66NEW YORK STATE COMMON RETIREMENT FUND$41.3M1
67Sterling Capital Management LLC$40.5M1
68RENAISSANCE TECHNOLOGIES LLC$38.4M1
69AMERICAN CENTURY COMPANIES INC$36.5M1
70CANADA PENSION PLAN INVESTMENT BOARD$35.5M1
71CLOUGH CAPITAL PARTNERS L P$35.5M1
72Capital International, Inc./CA/$34.7M1
73BANK OF MONTREAL /CAN/$34.3M1
74MACKENZIE FINANCIAL CORP$34.3M1
75AVIVA PLC$32.9M1
76ATWOOD & PALMER INC$32.7M1
77STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$32.7M1
78Grantham, Mayo, Van Otterloo & Co. LLC$31.7M1
79PFA Pension, Forsikringsaktieselskab$31.4M1
80NATIONAL BANK OF CANADA /FI/$30.1M1
81Man Group plc$29.6M1
82Calamos Advisors LLC$29.2M1
83TRUIST FINANCIAL CORP$28.3M1
84CONGRESS ASSET MANAGEMENT CO$28.3M1
85LPL Financial LLC$27.1M1
86D. E. Shaw & Co., Inc.$27.1M1
87Quadrature Capital Ltd$26.9M1
88Assenagon Asset Management S.A.$25.7M1
89SUMITOMO MITSUI FINANCIAL GROUP, INC.$25.6M1
90Ensign Peak Advisors, Inc$25.4M1
91PANAGORA ASSET MANAGEMENT INC$24.8M1
92WINDWARD CAPITAL MANAGEMENT CO /CA$24.4M1
93Quantinno Capital Management LP$24.3M1
94Crossmark Global Holdings, Inc.$24.2M1
95FIRST TRUST ADVISORS LP$24.1M1
96Aberdeen Group plc$23.7M1
97Empowered Funds, LLC$23.5M1
98Janus Henderson Group Ltd.$23.4M1
99Mariner, LLC$22.6M1
100BANQUE PICTET & CIE SA$22.3M1
101Zurcher Kantonalbank (Zurich Cantonalbank)$22.3M1
102IEQ CAPITAL, LLC$22.2M1
103STATE OF WISCONSIN INVESTMENT BOARD$22.1M1
104Eurizon Capital SGR S.p.A.$21.7M1
105SCHRODER INVESTMENT MANAGEMENT GROUP$21.6M1
106Trinity Street Asset Management LLP$21.6M1
107Universal- Beteiligungs- und Servicegesellschaft mbH$21.5M1
108ADAGE CAPITAL PARTNERS GP, L.L.C.$21.5M1
109Horiko Capital Management LLC$20.4M1
110Applied Finance Capital Management, LLC$19.9M1
111NOMURA ASSET MANAGEMENT CO LTD$19.4M1
112TEACHER RETIREMENT SYSTEM OF TEXAS$18.7M1
113HM PAYSON & CO$18.4M1
114Chevy Chase Trust Holdings, LLC$18.2M1
115Distillate Capital Partners LLC$18.2M1
116PRUDENTIAL FINANCIAL INC$18.0M1
117Vanguard Investments Australia, Ltd.$18.0M1
118Two Point Capital Management, Inc.$18.0M1
119Mitsubishi UFJ Trust & Banking Corp$18.0M1
120ROYAL LONDON ASSET MANAGEMENT LTD$17.8M1
121Nemes Rush Group LLC$16.7M1
122APG Asset Management N.V.$16.5M1
123Asset Management One Co., Ltd.$15.6M1
124Banco Santander, S.A.$15.2M1
125Townsend & Associates, Inc$15.2M1
126FEDERATED HERMES, INC.$15.0M1
127MERCER GLOBAL ADVISORS INC /ADV$14.9M1
128Legacy Capital Wealth Partners, LLC$14.9M1
129CITADEL ADVISORS LLC$14.7M1
130STATE OF MICHIGAN RETIREMENT SYSTEM$14.1M1
131QRG CAPITAL MANAGEMENT, INC.$14.0M1
132DNCA FINANCE$13.8M1
133D.A. DAVIDSON & CO.$13.8M1
134PICTON MAHONEY ASSET MANAGEMENT$13.6M1
135STIFEL FINANCIAL CORP$13.6M1
136STOREBRAND ASSET MANAGEMENT AS$13.6M1
137TD ASSET MANAGEMENT INC$13.6M1
138Bank Pictet & Cie (Europe) AG$13.3M1
139Corient Private Wealth LLC$13.1M1
140Vontobel Holding Ltd.$13.1M1
141US BANCORP \DE\$12.9M1
142HUB Investment Partners, LLC$12.8M1
143FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$12.7M1
144FIFTH THIRD BANCORP$12.7M1
145DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$12.5M1
146Trexquant Investment LP$12.4M1
147Resona Asset Management Co.,Ltd.$12.3M1
148One Capital Management, LLC$12.3M1
149Wealthfront Advisers LLC$12.3M1
150Gotham Asset Management, LLC$12.2M1
151Creative Planning$12.2M1
152State of New Jersey Common Pension Fund D$12.1M1
153Overbrook Management Corp$12.0M1
154NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$11.9M1
155SUSQUEHANNA INTERNATIONAL GROUP, LLP$11.9M1
156OSAIC HOLDINGS, INC.$11.7M1
157Cetera Investment Advisers$11.4M1
158swisspartners Advisors Ltd$11.4M1
159TORONTO DOMINION BANK$10.7M1
160CIBC Bancorp USA Inc.$10.7M1
161Tredje AP-fonden$10.3M1
162HEARTLAND ADVISORS INC$10.2M1
163Swiss Life Asset Management Ltd$10.1M1
164Czech National Bank$10.1M1
165Arizona State Retirement System$9.9M1
166Baker Avenue Asset Management, LP$9.5M1
167BEESE FULMER INVESTMENT MANAGEMENT, INC.$9.4M1
168HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$9.3M1
169Laurion Capital Management LP$9.3M1
170BCWM, LLC$9.2M1
171Cambria Investment Management, L.P.$9.1M1
172Mountaineer Partners Management, LLC$9.1M1
173CIBC Asset Management Inc$9.1M1
174Mountain Lake Investment Management LLC$9.0M1
175Tidal Investments LLC$8.9M1
176COMMERCE BANK$8.9M1
177BNP Paribas Asset Management Holding S.A.$8.8M1
178MetLife Investment Management, LLC$8.6M1
179COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$8.6M1
180Aquatic Capital Management LLC$8.5M1
181BLB&B Advisors, LLC$8.5M1
182Lansforsakringar Fondforvaltning AB (publ)$8.4M1
183Hook Mill Capital Partners, LP$8.0M1
184Mirae Asset Global Investments Co., Ltd.$8.0M1
185Korea Investment CORP$7.9M1
186Retirement Systems of Alabama$7.9M1
187SEB Asset Management AB$7.6M1
188Edgestream Partners, L.P.$7.5M1
189Cerity Partners LLC$7.5M1
190Atlantic Union Bankshares Corp$7.5M1
191MAI Capital Management$7.5M1
192VOYA INVESTMENT MANAGEMENT LLC$7.4M1
193INVESTMENT HOUSE LLC$7.4M1
194BRADLEY FOSTER & SARGENT INC/CT$7.3M1
195Lido Advisors, LLC$7.3M1
196Ethic Inc.$7.2M1
197PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$7.2M1
198Artemis Investment Management LLP$7.2M1
199Allianz Asset Management GmbH$7.1M1
200BANK OF NOVA SCOTIA$7.0M1
201&PARTNERS$7.0M1
202Vanguard Personalized Indexing Management, LLC$6.9M1
203USS Investment Management Ltd$6.9M1
204SAPIENT CAPITAL LLC$6.8M1
205IFM Investors Pty Ltd$6.8M1
206Eastover Investment Advisors LLC$6.8M1
207Cannell & Spears LLC$6.7M1
208CREDIT AGRICOLE S A$6.6M1
209LAFFER TENGLER INVESTMENTS, INC.$6.5M1
210Fulcrum Capital LLC$6.4M1
211Generali Asset Management SPA SGR$6.4M1
212Sanctuary Advisors, LLC$6.4M1
213Daiwa Securities Group Inc.$6.2M1
214Capital Investment Counsel, LLC$6.2M1
215Robeco Institutional Asset Management B.V.$6.1M1
216ProShare Advisors LLC$6.1M1
217PUBLIC SECTOR PENSION INVESTMENT BOARD$6.1M1
218XPONANCE LLC$6.0M1
219Vident Advisory, LLC$6.0M1
220Graham Capital Management, L.P.$6.0M1
221Utah Retirement Systems$5.8M1
222Manhattan West Asset Management, LLC$5.7M1
223MML INVESTORS SERVICES, LLC$5.7M1
224Gibraltar Capital Management, Inc.$5.7M1
225CIBC WORLD MARKET INC.$5.6M1
226Inlet Private Wealth, LLC$5.6M1
227Pathstone Holdings, LLC$5.6M1
228CWM, LLC$5.5M1
229Numerai GP LLC$5.5M1
230Sumitomo Mitsui DS Asset Management Company, Ltd$5.5M1
231Capital International Sarl$5.4M1
232Focus Partners Wealth$5.4M1
233Unison Advisors LLC$5.4M1
234NEOS Investment Management LLC$5.4M1
235KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$5.4M1
236Sitrin Capital Management LLC$5.3M1
237AustralianSuper Pty Ltd$5.3M1
238SCOPUS ASSET MANAGEMENT, L.P.$5.3M1
239NISSAY ASSET MANAGEMENT CORP /JAPAN$5.3M1
240BLAIR WILLIAM & CO/IL$5.3M1
241Rakuten Investment Management, Inc.$5.3M1
242NEW YORK LIFE INVESTMENT MANAGEMENT LLC$5.1M1
243HARBER ASSET MANAGEMENT LLC$5.1M1
244BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$5.0M1
245Johnson Financial Group, Inc.$5.0M1
246MACQUARIE GROUP LTD$4.9M1
247ING GROEP NV$4.8M1
248COMMONWEALTH EQUITY SERVICES, LLC$4.7M1
249SHELTON CAPITAL MANAGEMENT$4.7M1
250Atria Investments, Inc$4.7M1
251Voleon Capital Management LP$4.7M1
252Freestone Capital Holdings, LLC$4.5M1
253Illinois Municipal Retirement Fund$4.5M1
254Rockefeller Capital Management L.P.$4.5M1
255RITHOLTZ WEALTH MANAGEMENT$4.5M1
256YOUSIF CAPITAL MANAGEMENT, LLC$4.4M1
257Candriam S.C.A.$4.4M1
258MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.4M1
259Mader & Shannon Wealth Management, Inc.$4.3M1
260Orion Porfolio Solutions, LLC$4.3M1
261MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$4.3M1
262Avanza Fonder AB$4.3M1
263Westerkirk Capital Inc.$4.3M1
264OREGON PUBLIC EMPLOYEES RETIREMENT FUND$4.2M1
265EVOLVE PRIVATE WEALTH, LLC$4.2M1
266Fisher Funds Management LTD$4.2M1
267Silvant Capital Management LLC$4.1M1
268Phoenix Financial Ltd.$4.1M1
269OPPENHEIMER ASSET MANAGEMENT INC.$4.1M1
270AIA Group Ltd$4.0M1
271MITCHELL CAPITAL MANAGEMENT CO$4.0M1
272Dynamic Advisor Solutions LLC$4.0M1
273Penobscot Investment Management Company, Inc.$3.9M1
274DAVENPORT & Co LLC$3.9M1
275ABN AMRO INVESTMENT SOLUTIONS$3.8M1
276BLI - Banque de Luxembourg Investments$3.8M1
277OP Asset Management Ltd$3.8M1
278William Allan Corp$3.8M1
279Nordwand Advisors, LLC$3.8M1
280Watchman Group, Inc.$3.7M1
281SteelPeak Wealth, LLC$3.7M1
282JPL Wealth Management, LLC$3.7M1
283Andra AP-fonden$3.7M1
284UniSuper Management Pty Ltd$3.7M1
285Prana Capital Management, LP$3.6M1
286TD Waterhouse Canada Inc.$3.6M1
287ELEVATION POINT WEALTH PARTNERS, LLC$3.5M1
288UNITED CAPITAL FINANCIAL ADVISORS, LLC$3.5M1
289Federation des caisses Desjardins du Quebec$3.4M1
290GROUP ONE TRADING LLC$3.3M1
291Pettee Investors, Inc.$3.3M1
292KEYBANK NATIONAL ASSOCIATION/OH$3.3M1
293NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.3M1
294Bridgewater Associates, LP$3.2M1
295STUDIO INVESTMENT MANAGEMENT LLC$3.1M1
296Summit Trail Advisors, LLC$3.1M1
297XTX Topco Ltd$3.0M1
298REGIONS FINANCIAL CORP$3.0M1
299EXCHANGE TRADED CONCEPTS, LLC$3.0M1
300ANDERSON HOAGLAND & CO$3.0M1
301MONTAG A & ASSOCIATES INC$3.0M1
302Rench Wealth Management, Inc.$2.9M1
303Integrated Advisors Network LLC$2.9M1
304Private Advisor Group, LLC$2.9M1
305BAHL & GAYNOR INC$2.8M1
306Apollon Wealth Management, LLC$2.8M1
307Forvis Mazars Wealth Advisors, LLC$2.8M1
308BAYPOINTE PARTNERS LLC$2.7M1
309FULTON BANK, N.A.$2.7M1
310BOOTHBAY FUND MANAGEMENT, LLC$2.7M1
311Kestra Advisory Services, LLC$2.7M1
312GHP Investment Advisors, Inc.$2.7M1
313HB Wealth Management, LLC$2.6M1
314INTECH INVESTMENT MANAGEMENT LLC$2.6M1
315Advisors Asset Management, Inc.$2.6M1
316CI INVESTMENTS INC.$2.6M1
317Inspire Investing, LLC$2.6M1
318Investment Management Corp of Ontario$2.6M1
319Vestmark Advisory Solutions, Inc.$2.5M1
320Stamos Capital Partners, L.P.$2.4M1
321Robinson Value Management, Ltd.$2.4M1
322PRINCIPAL SECURITIES, INC.$2.4M1
323OMERS ADMINISTRATION Corp$2.4M1
324Norinchukin Bank, The$2.3M1
325HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$2.3M1
326PRUDENTIAL PLC$2.3M1
327Sequoia Financial Advisors, LLC$2.3M1
328Merit Financial Group, LLC$2.3M1
329BAXTER BROS INC$2.2M1
330London & Capital Asset Management Ltd$2.2M1
331MIZUHO SECURITIES USA LLC$2.2M1
332William B. Walkup & Associates, Inc.$2.2M1
333Prospera Financial Services Inc$2.2M1
334Vise Technologies, Inc.$2.1M1
335BENJAMIN EDWARDS INC$2.1M1
336New England Research & Management, Inc.$2.1M1
337Atlantic Edge Private Wealth Management, LLC$2.1M1
338Blue Fin Capital, Inc.$2.1M1
339HARTFORD INVESTMENT MANAGEMENT CO$2.1M1
340Hudson Canyon Capital Management$2.1M1
341Callan Family Office, LLC$2.1M1
342M&T BANK CORP$2.1M1
343JANE STREET GROUP, LLC$2.1M1
344FIGURE 8 INVESTMENT STRATEGIES LLC$2.1M1
345Connor, Clark & Lunn Investment Management Ltd.$2.0M1
346BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2.0M1
347Osmosis Investment Management UK Ltd$2.0M1
348Verdence Capital Advisors LLC$2.0M1
349CHOREO, LLC$1.9M1
350True North Advisors, LLC$1.9M1
351Qsemble Capital Management, LP$1.9M1
352Elo Mutual Pension Insurance Co$1.9M1
353ALPINE WOODS CAPITAL INVESTORS, LLC$1.9M1
354Y-Intercept (Hong Kong) Ltd$1.8M1
355SANDERS MORRIS HARRIS LLC$1.8M1
356Maryland State Retirement & Pension System$1.8M1
357Caprock Group, LLC$1.8M1
358Cresset Asset Management, LLC$1.8M1
359NewEdge Advisors, LLC$1.8M1
360Brevan Howard Capital Management LP$1.7M1
361Carmel Capital Partners, LLC$1.7M1
362Meeder Advisory Services, Inc.$1.7M1
363JT Stratford LLC$1.7M1
364Wealth Enhancement Trust Services, Inc.$1.7M1
365Baird Financial Group, Inc.$1.7M1
366Laird Norton Wetherby Trust Company, LLC$1.7M1
367Shay Capital LLC$1.6M1
368Dai-ichi Life Insurance Company, Ltd$1.6M1
369SYSTEMATIC FINANCIAL MANAGEMENT LP$1.6M1
370Generali Investments CEE, investicni spolecnost, a.s.$1.6M1
371QUADRANT CAPITAL GROUP LLC$1.6M1
372Brooklyn Investment Group$1.6M1
373New Age Alpha Advisors, LLC$1.6M1
374SCOTIA CAPITAL INC.$1.6M1
375GC Wealth Management RIA, LLC$1.6M1
376SIGNATUREFD, LLC$1.5M1
377SALEM INVESTMENT COUNSELORS INC$1.5M1
378MUFG Securities EMEA plc$1.5M1
379PEAK6 LLC$1.4M1
380Empirical Finance, LLC$1.4M1
381TWIN CAPITAL MANAGEMENT INC$1.4M1
382VestGen Advisors, LLC$1.4M1
383AZZAD ASSET MANAGEMENT INC /ADV$1.4M1
384CAXTON ASSOCIATES LLP$1.4M1
385Concurrent Investment Advisors, LLC$1.4M1
386TOKIO MARINE ASSET MANAGEMENT CO LTD$1.4M1
387TECTONIC ADVISORS LLC$1.4M1
388Fisher Asset Management, LLC$1.4M1
389Focus Partners Advisor Solutions, LLC$1.4M1
390CITIZENS FINANCIAL GROUP INC/RI$1.4M1
391BW Gestao de Investimentos Ltda.$1.4M1
392Metis Global Partners, LLC$1.4M1
393EADS & HEALD WEALTH MANAGEMENT$1.4M1
394SHAKER INVESTMENTS LLC/OH$1.3M1
395JOHNSON INVESTMENT COUNSEL INC$1.3M1
396EntryPoint Capital, LLC$1.3M1
397WELLINGTON MANAGEMENT GROUP LLP$1.3M1
398BCV Asset Management Inc.$1.3M1
399iSAM Funds (UK) Ltd$1.3M1
400FIDUCIARY TRUST CO$1.3M1
401Apella Capital, LLC$1.3M1
402Aware Super Pty Ltd as trustee of Aware Super$1.3M1
403RoundAngle Advisors LLC$1.3M1
404NorthCrest Asset Manangement, LLC$1.2M1
405SAWGRASS ASSET MANAGEMENT LLC$1.2M1
406NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.2M1
407Steward Partners Investment Advisory, LLC$1.2M1
408Intellectus Partners, LLC$1.2M1
409Wedmont Private Capital$1.2M1
410EP Wealth Advisors, LLC$1.2M1
411Gerald Baker Financial Group LLC$1.2M1
412Palogic Value Management, L.P.$1.2M1
413Jacobi Capital Management LLC$1.1M1
414Savant Capital, LLC$1.1M1
415AMG National Trust Bank$1.1M1
416EVERGREEN CAPITAL MANAGEMENT LLC$1.1M1
417Allworth Financial LP$1.1M1
418Independent Advisor Alliance$1.1M1
419BROWN ADVISORY INC$1.1M1
420Obermeyer Wealth Partners$1.1M1
421COLDSTREAM CAPITAL MANAGEMENT INC$1.1M1
422GTS SECURITIES LLC$1.1M1
423Alphadyne Asset Management LP$1.1M1
424Glenview Trust Co$1.1M1
425North Dakota State Investment Board$1.0M1
426Envestnet Portfolio Solutions, Inc.$1.0M1
427Norman Fields, Gottscho Capital Management, LLC$1.0M1
428PRIVATE TRUST CO NA$1.0M1
429SECURIAN ASSET MANAGEMENT, INC$1.0M1
430River Wealth Advisors LLC$1.0M1
431HOURGLASS CAPITAL, LLC$969K1
432KESTRA PRIVATE WEALTH SERVICES, LLC$968K1
433GREENLEAF TRUST$955K1
434Canada Post Corp Registered Pension Plan$954K1
435Sowell Financial Services LLC$952K1
436Beacon Pointe Advisors, LLC$947K1
437Formidable Asset Management, LLC$939K1
438Compound Planning, Inc.$918K1
439RKL Wealth Management LLC$917K1
440B. Metzler seel. Sohn & Co. AG$914K1
441Ballentine Partners, LLC$913K1
442OneDigital Investment Advisors LLC$900K1
443Premier Path Wealth Partners, LLC$896K1
444Koshinski Asset Management, Inc.$887K1
445Keebeck Wealth Management$881K1
446Krilogy Financial LLC$879K1
447Legal Advantage Investments, Inc.$878K1
448Waverly Advisors, LLC$871K1
449MATHER GROUP, LLC.$856K1
450GUGGENHEIM CAPITAL LLC$842K1
451Morningstar Investment Management LLC$841K1
452OFI INVEST ASSET MANAGEMENT$834K1
453Ramirez Asset Management, Inc.$833K1
454INTRUST BANK NA$821K1
455J. Safra Sarasin Holding AG$819K1
456NLB Skladi, upravljanje premozenja, d.o.o.$818K1
457SIG BROKERAGE, LP$817K1
458Invst, LLC$808K1
459GLENMEDE TRUST CO NA$796K1
460MONETA GROUP INVESTMENT ADVISORS LLC$795K1
461GUIDANCE CAPITAL, INC$773K1
462UMB Bank, n.a.$765K1
463Pinnacle Financial Partners, Inc.$763K1
464Jain Global LLC$755K1
465DIVERSIFY WEALTH MANAGEMENT, LLC$754K1
466Schear Investment Advisers, LLC$754K1
467AE Wealth Management LLC$749K1
468Rehmann Capital Advisory Group$748K1
469Wisconsin Wealth Advisors, LLC$730K1
470Composition Wealth, LLC$722K1
471SAGESPRING WEALTH PARTNERS, LLC$713K1
472Brookstone Capital Management$711K1
473Inspire Advisors, LLC$708K1
474NOMURA HOLDINGS INC$708K1
475Values First Advisors, Inc.$707K1
476INFRASTRUCTURE CAPITAL ADVISORS, LLC$701K1
477Altshuler Shaham Ltd$700K1
478PERSONAL CFO SOLUTIONS, LLC$697K1
479Pitcairn Wealth Advisors LLC$685K1
480Van Hulzen Asset Management, LLC$680K1
481DoubleLine ETF Adviser LP$670K1
482Ascent Group, LLC$658K1
483GREAT LAKES ADVISORS, LLC$646K1
484FOUNDATIONS INVESTMENT ADVISORS, LLC$644K1
485UNIVEST FINANCIAL Corp$642K1
486Aprio Wealth Management, LLC$642K1
487Blue Trust, Inc.$635K1
488FIDELIS CAPITAL PARTNERS, LLC$625K1
489NewEdge Wealth, LLC$621K1
490Evercore Wealth Management, LLC$621K1
491Northwest & Ethical Investments L.P.$618K1
492Talon Private Wealth, LLC$617K1
493CAISSE DES DEPOTS ET CONSIGNATIONS$614K1
494EVERMAY WEALTH MANAGEMENT LLC$614K1
495BIP Wealth, LLC$613K1
496TCM Advisors, LLC$612K1
497LECAP ASSET MANAGEMENT LTD$605K1
498Callahan Advisors, LLC$604K1
499Kovack Advisors, Inc.$596K1
500Heritage Wealth Management, Inc.$594K1
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)2 buy / 3 sell
Congress net ($ bound)−$43.0K to $27.0K
Filers net (actions)not in build
Filers net ($ 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 DHI

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for DHI · financials and macro

Financials — as filed PLANNED

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