Public record / Tickers / DINO

DINO — HF Sinclair Corp

Both disclosure regimes on one name: who in Congress filed about DINO, 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
3
all PTR rows naming DINO
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
03-12
filed 2026-03-12
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

Julia Letlow · $1.0K–$15.0K

Sale · traded 2026-02-20 → filed 2026-03-12. Ranked over every DINO 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.

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

3 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. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING DINO · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning DINO
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-03-12Julia Letlow R–LA-5SaleTraded 02-20 +20d$1K–$15K
2026-01-13Julia Letlow R–LA-5Sale · partial (partial sale)Traded 2025-08-08 LATE·158d$1K–$15K
2026-01-13Julia Letlow R–LA-5PurchaseTraded 2024-10-23 LATE·447d$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 3 ↗

Members active in DINO

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing DINO 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.
Julia Letlow R–LA-51−$15.0K to −$1.0K2

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

Congress ↔ notable managers · DINO

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
0 $0 held

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

Merged timeline of congressional filings and notable-manager moves on DINO
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Ftrim−45,117 sh
2026-05-15Bridgewater Associates 13Ftrim−148,169 sh
2026-05-14Caxton Associates 13Ftrim−5,916 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

Top institutional holders of DINO for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.2B1
2TCTC Holdings, LLC$769M1
3DIMENSIONAL FUND ADVISORS LP$577M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$568M1
5VANGUARD CAPITAL MANAGEMENT LLC$437M1
6STATE STREET CORP$416M1
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC$329M1
8AQR CAPITAL MANAGEMENT LLC$321M1
9VICTORY CAPITAL MANAGEMENT INC$263M1
10GEODE CAPITAL MANAGEMENT, LLC$195M1
11Invesco Ltd.$175M1
12MORGAN STANLEY$148M1
13FULLER & THALER ASSET MANAGEMENT, INC.$140M1
14Bank of New York Mellon Corp$129M1
15NFJ INVESTMENT GROUP, LLC$96.0M1
16FMR LLC$94.3M1
17NORTHERN TRUST CORP$86.5M1
18BANK OF AMERICA CORP /DE/$86.0M1
19Merewether Investment Management, LP$65.8M1
20FIRST TRUST ADVISORS LP$64.7M1
21VANGUARD FIDUCIARY TRUST CO$60.7M1
22Squarepoint Ops LLC$57.2M1
23DEUTSCHE BANK AG\$54.8M1
24PRINCIPAL FINANCIAL GROUP INC$53.8M1
25Allianz Asset Management GmbH$53.4M1
26MACKENZIE FINANCIAL CORP$47.4M1
27BALYASNY ASSET MANAGEMENT L.P.$43.8M1
28NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$43.7M1
29UBS Group AG$43.7M1
30Gotham Asset Management, LLC$43.2M1
31River Road Asset Management, LLC$41.7M1
32MACQUARIE GROUP LTD$39.8M1
33KENNEDY CAPITAL MANAGEMENT LLC$38.8M1
34ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$36.3M1
35Nuveen, LLC$35.7M1
36THOMIST CAPITAL MANAGEMENT, LP$35.3M1
37AMERICAN CENTURY COMPANIES INC$32.8M1
38KORNITZER CAPITAL MANAGEMENT INC /KS$29.5M1
39WELLS FARGO & COMPANY/MN$29.5M1
40Engineers Gate Manager LP$27.5M1
41RHUMBLINE ADVISERS$27.2M1
42VOLORIDGE INVESTMENT MANAGEMENT, LLC$26.7M1
43PACIFIC HEIGHTS ASSET MANAGEMENT LLC$26.5M1
44Point72 Asset Management, L.P.$25.1M1
45ZACKS INVESTMENT MANAGEMENT$24.4M1
46UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$24.2M1
47Susquehanna Portfolio Strategies, LLC$23.5M1
48ENVESTNET ASSET MANAGEMENT INC$23.4M1
49IEQ CAPITAL, LLC$23.2M1
50SEMPER AUGUSTUS INVESTMENTS GROUP LLC$22.5M1
51AMERIPRISE FINANCIAL INC$22.1M1
52FRANKLIN RESOURCES INC$21.2M1
53Walleye Capital LLC$20.5M1
54MILLENNIUM MANAGEMENT LLC$20.2M1
55Artemis Investment Management LLP$20.1M1
56Swiss National Bank$19.6M1
57Bridgewater Associates, LP$19.5M1
58CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$19.3M1
59Qube Research & Technologies Ltd$19.2M1
60WELLINGTON MANAGEMENT GROUP LLP$19.1M1
61CITIGROUP INC$18.5M1
62Summit Street Capital Management, LLC$18.4M1
63Janus Henderson Group Ltd.$18.3M1
64CANADA PENSION PLAN INVESTMENT BOARD$18.1M1
65CITADEL ADVISORS LLC$17.6M1
66Amundi$17.2M1
67Focus Partners Wealth$16.4M1
68RAYMOND JAMES FINANCIAL INC$15.5M1
69PRUDENTIAL FINANCIAL INC$15.2M1
70Adams Asset Advisors, LLC$15.2M1
71Connor, Clark & Lunn Investment Management Ltd.$15.0M1
72SEI INVESTMENTS CO$14.8M1
73TWO SIGMA INVESTMENTS, LP$14.6M1
74D. E. Shaw & Co., Inc.$14.6M1
75Legal & General Group Plc$14.4M1
76BARCLAYS PLC$14.2M1
77Man Group plc$13.6M1
78DDD Partners, LLC$13.5M1
79STOREBRAND ASSET MANAGEMENT AS$13.4M1
80Robertson Opportunity Capital, LLC$13.1M1
81Empowered Funds, LLC$12.6M1
82Universal- Beteiligungs- und Servicegesellschaft mbH$12.0M1
83Retirement Systems of Alabama$12.0M1
84Arkfeld Wealth Strategies, L.L.C.$11.9M1
85Cerity Partners LLC$11.5M1
86CIBC WORLD MARKET INC.$10.9M1
87Tidal Investments LLC$10.2M1
88Cambria Investment Management, L.P.$10.1M1
89Advisors Asset Management, Inc.$9.8M1
90Cinctive Capital Management LP$9.7M1
91RENAISSANCE TECHNOLOGIES LLC$9.5M1
92Assenagon Asset Management S.A.$9.5M1
93ALLIANCEBERNSTEIN L.P.$9.3M1
94Verition Fund Management LLC$9.3M1
95ICON ADVISERS INC/CO$9.2M1
96STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$9.0M1
97CWM, LLC$8.8M1
98NISA INVESTMENT ADVISORS, LLC$8.7M1
99MARTINGALE ASSET MANAGEMENT L P$8.2M1
100LPL Financial LLC$8.2M1
101NEW YORK STATE COMMON RETIREMENT FUND$7.9M1
102Rafferty Asset Management, LLC$7.9M1
103WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$7.8M1
104ExodusPoint Capital Management, LP$7.8M1
105VANGUARD ASSET MANAGEMENT, Ltd$7.7M1
106Mariner, LLC$7.7M1
107Ensign Peak Advisors, Inc$7.7M1
108JACOBS LEVY EQUITY MANAGEMENT, INC$7.5M1
109Aventail Capital Group, LP$7.1M1
110Creative Planning$7.0M1
111MANUFACTURERS LIFE INSURANCE COMPANY, THE$7.0M1
112Mirae Asset Global Investments Co., Ltd.$6.8M1
113HSBC HOLDINGS PLC$6.8M1
114KLP KAPITALFORVALTNING AS$6.8M1
115CastleKnight Management LP$6.5M1
116Baird Financial Group, Inc.$6.4M1
117Alyeska Investment Group, L.P.$6.0M1
118Purpose Unlimited Inc.$6.0M1
119ROYAL BANK OF CANADA$5.9M1
120Vanguard Global Advisers, LLC$5.8M1
121Mitsubishi UFJ Trust & Banking Corp$5.4M1
122NewSquare Capital LLC$5.3M1
123GUGGENHEIM CAPITAL LLC$5.2M1
124STATE OF WISCONSIN INVESTMENT BOARD$5.2M1
125MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$5.1M1
126Quantinno Capital Management LP$5.1M1
127MetLife Investment Management, LLC$4.8M1
128FIFTH THIRD BANCORP$4.8M1
129CAXTON ASSOCIATES LLP$4.8M1
130Ethic Inc.$4.8M1
131Ruffer LLP$4.7M1
132Mader & Shannon Wealth Management, Inc.$4.6M1
133VOYA INVESTMENT MANAGEMENT LLC$4.6M1
134LMR Partners LLP$4.5M1
135Jackson Hole Capital Partners, LLC$4.2M1
136Poehling Capital Management, INC.$4.1M1
137Zurcher Kantonalbank (Zurich Cantonalbank)$4.1M1
138Cetera Investment Advisers$4.0M1
139Pathstone Holdings, LLC$3.9M1
140CAMBIAR INVESTORS LLC$3.9M1
141HITE Hedge Asset Management LLC$3.7M1
142MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.7M1
143Pingora Partners LLC$3.6M1
144Walleye Trading LLC$3.5M1
145Parallax Volatility Advisers, L.P.$3.5M1
146Aptus Capital Advisors, LLC$3.4M1
147PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$3.4M1
148TRUIST FINANCIAL CORP$3.3M1
149YOUSIF CAPITAL MANAGEMENT, LLC$3.3M1
150AMG National Trust Bank$3.3M1
151State of New Jersey Common Pension Fund D$3.2M1
152RBF Capital, LLC$2.8M1
153Schonfeld Strategic Advisors LLC$2.8M1
154Range Financial Group LLC$2.8M1
155Sterling Capital Management LLC$2.8M1
156Arizona State Retirement System$2.7M1
157MERCER GLOBAL ADVISORS INC /ADV$2.7M1
158Nicholas Investment Partners, LP$2.6M1
159Dana Investment Advisors, Inc.$2.6M1
160Vident Advisory, LLC$2.5M1
161Vanguard Personalized Indexing Management, LLC$2.5M1
162INTECH INVESTMENT MANAGEMENT LLC$2.5M1
163Vanguard Investments Australia, Ltd.$2.5M1
164COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.4M1
165O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.4M1
166STATE OF MICHIGAN RETIREMENT SYSTEM$2.3M1
167BUCKHEAD CAPITAL MANAGEMENT LLC$2.3M1
168Aviance Capital Partners, LLC$2.3M1
169HighTower Advisors, LLC$2.2M1
170FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.2M1
171NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.2M1
172Energy Income Partners, LLC$2.2M1
173EXCHANGE TRADED CONCEPTS, LLC$2.1M1
174COMMERCE BANK$2.1M1
175Vision Capital Management, Inc.$2.1M1
176OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.0M1
177OPPENHEIMER & CO INC$2.0M1
178Vestmark Advisory Solutions, Inc.$2.0M1
179Pallas Capital Advisors LLC$2.0M1
180Tweedy, Browne Co LLC$1.9M1
181Quadrature Capital Ltd$1.8M1
182INFRASTRUCTURE CAPITAL ADVISORS, LLC$1.8M1
183Corient Private Wealth LLC$1.8M1
184Ameritas Investment Partners, Inc.$1.8M1
185SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.8M1
186Crossmark Global Holdings, Inc.$1.8M1
187MML INVESTORS SERVICES, LLC$1.8M1
188COMMONWEALTH EQUITY SERVICES, LLC$1.8M1
189KEYNOTE FINANCIAL SERVICES LLC$1.7M1
190BANK OF MONTREAL /CAN/$1.7M1
191Merit Financial Group, LLC$1.7M1
192IMC-Chicago, LLC$1.7M1
193STIFEL FINANCIAL CORP$1.7M1
194Focus Partners Advisor Solutions, LLC$1.7M1
195Cadence Wealth Management LLC$1.6M1
196Brevan Howard Capital Management LP$1.6M1
197Optiver Holding B.V.$1.6M1
198Sanctuary Advisors, LLC$1.6M1
199Pictet Asset Management Holding SA$1.6M1
200SIMPLEX TRADING, LLC$1.6M1
201Holocene Advisors, LP$1.6M1
202GROUP ONE TRADING LLC$1.5M1
203QUADRANT CAPITAL GROUP LLC$1.5M1
204AIA Group Ltd$1.5M1
205Kestra Investment Management, LLC$1.5M1
206Unison Advisors LLC$1.5M1
207M&T BANK CORP$1.4M1
208Magnetar Financial LLC$1.4M1
209TEACHER RETIREMENT SYSTEM OF TEXAS$1.4M1
210XPONANCE LLC$1.4M1
211JUPITER ASSET MANAGEMENT LTD$1.4M1
212Hillsdale Investment Management Inc.$1.4M1
213ForthRight Wealth Management, LLC$1.3M1
214KESTRA PRIVATE WEALTH SERVICES, LLC$1.3M1
215Legacy Capital Group California, Inc.$1.3M1
216Twelve Points Wealth Management LLC$1.3M1
217Bridgefront Capital, LLC$1.3M1
218Graham Capital Management, L.P.$1.3M1
219EVOLVE PRIVATE WEALTH, LLC$1.2M1
220Illinois Municipal Retirement Fund$1.2M1
221Atom Investors LP$1.2M1
222HB Wealth Management, LLC$1.2M1
223NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.1M1
224Twin Tree Management, LP$1.1M1
225Allspring Global Investments Holdings, LLC$1.1M1
226Krilogy Financial LLC$1.1M1
227Stratos Wealth Partners, LTD.$1.1M1
228NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.1M1
229Cresset Asset Management, LLC$1.1M1
230OSAIC HOLDINGS, INC.$1.1M1
231JANE STREET GROUP, LLC$1.0M1
232First Eagle Investment Management, LLC$1.0M1
233Atlantic Union Bankshares Corp$1.0M1
234BNP Paribas Asset Management Holding S.A.$1.0M1
235CWA Asset Management Group, LLC$1.0M1
236Weiss Asset Management LP$987K1
237Atria Investments, Inc$982K1
238Convergence Investment Partners, LLC$976K1
239Polymer Capital Management (US) LLC$973K1
240SCP Investment, LP$973K1
241Vanguard Capital Wealth Advisors$944K1
242MYDA Advisors LLC$936K1
243Neo Ivy Capital Management$922K1
244Brooklyn Investment Group$899K1
245LAZARD ASSET MANAGEMENT LLC$876K1
246CHOREO, LLC$851K1
247Swiss Life Asset Management Ltd$846K1
248Summit Trail Advisors, LLC$813K1
249Orion Porfolio Solutions, LLC$802K1
250Gallacher Capital Management LLC$791K1
251Kestra Advisory Services, LLC$789K1
252Palo Duro Investment Partners, LP$789K1
253FEDERATED HERMES, INC.$784K1
254denkapparat Operations GmbH$783K1
255Elo Mutual Pension Insurance Co$783K1
256&PARTNERS$767K1
257GATEWAY INVESTMENT ADVISERS LLC$734K1
258Callan Family Office, LLC$723K1
259Frank, Rimerman Advisors LLC$720K1
260SECURIAN ASSET MANAGEMENT, INC$719K1
261L2 Asset Management, LLC$712K1
262Savant Capital, LLC$706K1
263State of Wyoming$694K1
264BFSG, LLC$688K1
265JAMES INVESTMENT RESEARCH, INC.$685K1
266US BANCORP \DE\$684K1
267EVERGREEN CAPITAL MANAGEMENT LLC$669K1
268Inspire Investing, LLC$667K1
269XTX Topco Ltd$661K1
270HIGHLAND CAPITAL MANAGEMENT, LLC$649K1
271Qtron Investments LLC$640K1
272Caprock Group, LLC$621K1
273EXENCIAL WEALTH ADVISORS, LLC$609K1
274VestGen Advisors, LLC$597K1
275Waverly Advisors, LLC$596K1
276Narwhal Capital Management$590K1
277Y-Intercept (Hong Kong) Ltd$588K1
278Federation des caisses Desjardins du Quebec$588K1
279DRW Securities, LLC$582K1
280Bull Harbor Capital LLC$580K1
281NorthCrest Asset Manangement, LLC$580K1
282GeoWealth Management, LLC$579K1
283EVOKE WEALTH, LLC$572K1
284PRUDENTIAL PLC$567K1
285FIRST INTERSTATE BANK$562K1
286Intrua Financial, LLC$554K1
287SIERRA SUMMIT ADVISORS LLC$553K1
288COLDSTREAM CAPITAL MANAGEMENT INC$543K1
289Machina Capital S.A.S.$543K1
290Sequoia Financial Advisors, LLC$542K1
291PCM Encore, LLC$539K1
292Pine Valley Investments Ltd Liability Co$529K1
293Tower Research Capital LLC (TRC)$525K1
294Laird Norton Wetherby Trust Company, LLC$523K1
295Utah Retirement Systems$523K1
296Rockefeller Capital Management L.P.$508K1
297Total Wealth Planning & Management, Inc.$499K1
298Asset Advisory Group, Inc.$493K1
299Corps Capital Advisors, LLC$492K1
300DnB Asset Management AS$488K1
301POINCIANA ADVISORS GROUP, LLC$478K1
302SANDERS MORRIS HARRIS LLC$474K1
303Maryland State Retirement & Pension System$451K1
304WBI INVESTMENTS, LLC$437K1
305GLENMEDE TRUST CO NA$422K1
306Ariadne Wealth Management, LP$418K1
307RITHOLTZ WEALTH MANAGEMENT$418K1
308Chicago Partners Investment Group LLC$417K1
309Yaupon Capital Management LP$417K1
310Ballentine Partners, LLC$415K1
311FOX RUN MANAGEMENT, L.L.C.$412K1
312SYM FINANCIAL Corp$408K1
313Camelot Portfolios, LLC$405K1
314PFG Investments, LLC$404K1
315Oak Thistle LLC$401K1
316GREENLEAF TRUST$400K1
317NewEdge Advisors, LLC$399K1
318Mutual Advisors, LLC$399K1
319CIDEL ASSET MANAGEMENT INC$393K1
320ProShare Advisors LLC$391K1
321CIBC Asset Management Inc$386K1
322Hennion & Walsh Asset Management, Inc.$382K1
323WADDELL & ASSOCIATES, LLC$375K1
324Plan Group Financial, LLC$373K1
325SIGNATUREFD, LLC$371K1
326Arax Advisory Partners$363K1
327Redwood Wealth Management Group, LLC$362K1
328MOODY LYNN LIEBERSON & WALKER, LLC$362K1
329Voleon Capital Management LP$359K1
330OMERS ADMINISTRATION Corp$357K1
331Meeder Advisory Services, Inc.$356K1
332QRG CAPITAL MANAGEMENT, INC.$355K1
333Kaufman Rossin Wealth, LLC$352K1
334D.A. DAVIDSON & CO.$349K1
335Concurrent Investment Advisors, LLC$343K1
336Gibraltar Capital Management, Inc.$340K1
337Diversified Trust Co$338K1
338Keel Point, LLC$334K1
339CSS LLC/IL$331K1
340LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$330K1
341BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$325K1
342Moors & Cabot, Inc.$324K1
343Allegiance Financial Group Advisory Services LLC$320K1
344Robeco Institutional Asset Management B.V.$320K1
345Blue Trust, Inc.$319K1
346SHELTON CAPITAL MANAGEMENT$316K1
347UNITED CAPITAL FINANCIAL ADVISORS, LLC$314K1
348Quantbot Technologies LP$312K1
349EARNED WEALTH ADVISORS, LLC$310K1
350TWO SIGMA SECURITIES, LLC$310K1
351JUNCTURE WEALTH STRATEGIES, LLC$309K1
352Integrated Quantitative Investments LLC$309K1
353Lido Advisors, LLC$305K1
354Steward Partners Investment Advisory, LLC$304K1
355Bank & Trust Co$301K1
356Allworth Financial LP$300K1
357Western Wealth Management, LLC$299K1
358Emerald Investment Advisers, LLC$295K1
359NOMURA ASSET MANAGEMENT CO LTD$293K1
360Clearstead Advisors, LLC$288K1
361Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$288K1
362Fractal Investments LLC$287K1
363Inspire Advisors, LLC$286K1
364North Dakota State Investment Board$284K1
365Campion Asset Management$282K1
366COFG Advisors, LLC$275K1
367TCI Wealth Advisors, Inc.$275K1
368NORDEN GROUP LLC$274K1
369AE Wealth Management LLC$273K1
370Capital Advisors Wealth Management, LLC$268K1
371Snowden Capital Advisors LLC$267K1
372Gilbert & Cook, Inc.$257K1
373PFG Advisors$251K1
374FLPUTNAM INVESTMENT MANAGEMENT CO$251K1
375Trek Financial, LLC$249K1
376JOURNEY STRATEGIC WEALTH LLC$248K1
377Wealthspire Advisors, LLC$246K1
378CRAWFORD INVESTMENT COUNSEL INC$244K1
379Checchi Capital Advisers, LLC$241K1
380Stockman Wealth Management, Inc.$240K1
381Envestnet Portfolio Solutions, Inc.$239K1
382Eurizon Capital SGR S.p.A.$236K1
383BEESE FULMER INVESTMENT MANAGEMENT, INC.$230K1
384LSV ASSET MANAGEMENT$228K1
385Sowell Financial Services LLC$228K1
386Prosperitas Financial LLC$226K1
387Meiji Yasuda Asset Management Co Ltd.$225K1
388MGO ONE SEVEN LLC$220K1
389Kera Capital Partners, Inc.$220K1
390Vise Technologies, Inc.$218K1
391Parcion Private Wealth LLC$215K1
392Essex Financial Services, Inc.$214K1
393INSIGNEO ADVISORY SERVICES, LLC$213K1
394Kingsview Wealth Management, LLC$212K1
395Accurate Wealth Management, LLC$212K1
396IHT Wealth Management, LLC$210K1
397KEYBANK NATIONAL ASSOCIATION/OH$208K1
398NORTHWEST WEALTH MANAGEMENT, LLC$206K1
399BTG Pactual Asset Management US LLC$204K1
400MAI Capital Management$204K1
401Beacon Pointe Advisors, LLC$203K1
402Virtus Investment Advisers, LLC$198K1
403Wilmington Savings Fund Society, FSB$188K1
404Parvin Asset Management, LLC$175K1
405ASSETMARK, INC$165K1
406PFS Partners, LLC$153K1
407Security National Bank$151K1
408Central Pacific Bank - Trust Division$149K1
409Measured Wealth Private Client Group, LLC$149K1
410Raleigh Capital Management Inc.$135K1
411Deseret Mutual Benefit Administrators$122K1
412Pinnacle Wealth Planning Services, Inc.$112K1
413UMB Bank, n.a.$110K1
414NATIONAL BANK OF CANADA /FI/$104K1
415Aster Capital Management (DIFC) Ltd$90.7K1
416Smartleaf Asset Management LLC$85.1K1
417THOMPSON SIEGEL & WALMSLEY LLC$64.8K1
418Coastline Trust Co$62.4K1
419Hilltop National Bank$50.4K1
420Johnson Financial Group, Inc.$49.9K1
421Parkside Financial Bank & Trust$49.2K1
422Key Capital Management, INC$47.2K1
423REAP Financial Group, LLC$46.5K1
424Canton Hathaway, LLC$34.9K1
425Key FInancial Inc$32.6K1
426Manchester Capital Management LLC$30.9K1
427Clearstead Trust, LLC$29.6K1
428Destiny Wealth Partners, LLC$28.4K1
429INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$26.0K1
430Private Wealth Management Group, LLC$23.5K1
431Ancora Advisors LLC$21.8K1
432CENTRAL TRUST Co$21.1K1
433GODSEY & GIBB, INC$20.6K1
434CVA Family Office, LLC$19.0K1
435Mitsubishi UFJ Asset Management Co., Ltd.$18.3K1
436True Wealth Design, LLC$18.2K1
437GHP Investment Advisors, Inc.$16.6K1
438Elequin Capital, LP$16.5K1
439SouthState Bank Corp$16.0K1
440Medallion Wealth Advisors, LLC$15.6K1
441Quarry LP$14.4K1
442Smallwood Wealth Investment Management, LLC$13.6K1
443Owl Creek Wealth Partners LLC$13.5K1
444Signature Equity Partners, LLC$12.9K1
445Hickory Point Bank & Trust$12.5K1
446NEW YORK STATE TEACHERS RETIREMENT SYSTEM$11.3K1
447JFS WEALTH ADVISORS, LLC$10.3K1
448Grove Bank & Trust$10.2K1
449VAN ECK ASSOCIATES CORP$9.9K1
450ALGERT GLOBAL LLC$9.2K1
451TD Waterhouse Canada Inc.$8.9K1
452FARMERS & MERCHANTS INVESTMENTS INC$8.5K1
453WPG Advisers, LLC$8.4K1
454Larson Financial Group LLC$8.3K1
455PRIVATE TRUST CO NA$8.0K1
456MEEDER ASSET MANAGEMENT INC$6.9K1
457Spire Wealth Management$6.7K1
458Wall Street Financial Group, Inc.$6.5K1
459CANADA LIFE ASSURANCE Co$6.3K1
460ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$6.2K1
461Bravera Wealth$6.0K1
462Bell Investment Advisors, Inc$5.9K1
463Keating Financial Advisory Services, Inc.$5.6K1
464Hilton Head Capital Partners, LLC$5.6K1
465SJS Investment Consulting Inc.$5.4K1
466Meramec Financial Planners, LLC$5.0K1
467Pinnacle Bancorp, Inc.$4.9K1
468MV CAPITAL MANAGEMENT, INC.$4.7K1
469ACADIAN ASSET MANAGEMENT LLC$4.6K1
470MATHER GROUP, LLC.$4.4K1
471Sachetta, LLC$4.4K1
472Treasurer of the State of North Carolina$4.2K1
473Salomon & Ludwin, LLC$3.8K1
474Rialto Wealth Management, LLC$3.5K1
475Valued Wealth Advisors LLC$3.4K1
476THRIVENT FINANCIAL FOR LUTHERANS$3.3K1
477TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$3.1K1
478DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC$2.9K1
479NATIXIS ADVISORS, LLC$2.8K1
480SBI Securities Co., Ltd.$2.6K1
481Burk Holdings LLC$2.4K1
482DiNuzzo Private Wealth, Inc.$2.2K1
483Activest Wealth Management$1.9K1
484South Dakota Investment Council$1.8K1
485Physician Wealth Advisors, Inc.$1.7K1
486Cromwell Holdings LLC$1.7K1
487Retirement Wealth Solutions LLC$1.6K1
488Advocate Investing Services LLC$1.6K1
489GABLES CAPITAL MANAGEMENT INC.$1.6K1
490Arlington Trust Co LLC$1.3K1
491State of Alaska, Department of Revenue$1.2K1
492Truvestments Capital LLC$1.1K1
493Sunrise Financial Services, LLC$1.1K1
494Redwood Investment Management, LLC$1.1K1
495ALBION FINANCIAL GROUP /UT$9361
496American Capital Advisory, LLC$8121
497HFM Investment Advisors, LLC$8111
498Nicollet Investment Management, Inc.$8031
499FINANCIAL CONSULATE, INC$7491
500Geneos Wealth Management Inc.$7491
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 DINO

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for DINO · financials and macro

Financials — as filed PLANNED

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