Public record / Tickers / DLTR

DLTR — DOLLAR TREE, INC.

Both disclosure regimes on one name: who in Congress filed about DLTR, 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
48
all PTR rows naming DLTR
Members · 12m
3
1 buys · 3 sells · by trade date
Latest PTR
09-10
filed 2026-09-10
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 13:21 UTCno price data — a disclosure record, not a chart

Richard L. Hanna · $100K–$250K

Exchange · traded 2015-07-07 → filed 2015-08-13. Ranked over every DLTR row by the provable lower bound, never a point estimate.

3 members · 1 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.

13 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

6 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. 6 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING DLTR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning DLTR
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-10Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 08-19 +22d$15K–$50K
2026-05-19Josh Gottheimer D–NJ-5Sale · JT (jointly owned)Traded 04-09 +40d$1K–$15K
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 01-28 +16d$1K–$15K
2026-01-13Julia Letlow R–LA-5PurchaseTraded 2025-09-17 LATE·118d$1K–$15K
2025-05-14Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 04-01 +43d$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 48 ↗

Members active in DLTR

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing DLTR 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.
Gilbert Ray Cisneros, Jr. D–CA-312−$65.0K to −$16.0K2
Josh Gottheimer D–NJ-51−$15.0K to −$1.0K2
Julia Letlow R–LA-51$1.0K to $15.0K2

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

Congress ↔ notable managers · DLTR

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

Congress · last 90 days

Buyers
0
Sellers
1 Gilbert Ray Cisneros, Jr. D–CA-31 $15K–$50K

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

Notable managers · quarter ended 2026-03-31

Trimming
0 $0 held

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

Merged timeline of congressional filings and notable-manager moves on DLTR
DateWhoChangeSize
2026-09-10Gilbert Ray Cisneros, Jr. CongressSale$15K–$50K
2026-05-15Gotham Asset Management 13Fadd+133,424 sh
2026-05-15Bridgewater Associates 13Fadd+11,423 sh
2026-05-14Caxton Associates 13Fnew+9,865 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 DLTR for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1FMR LLC$2.1B1
2BlackRock, Inc.$1.7B1
3VANGUARD CAPITAL MANAGEMENT LLC$1.3B1
4Mantle Ridge LP$1.3B1
5STATE STREET CORP$1000M1
6VANGUARD PORTFOLIO MANAGEMENT LLC$931M1
7EdgePoint Investment Group Inc.$910M1
8GEODE CAPITAL MANAGEMENT, LLC$551M1
9NOMURA HOLDINGS INC$537M1
10PRIMECAP MANAGEMENT CO/CA/$408M1
11Invesco Ltd.$356M1
12ALLIANCEBERNSTEIN L.P.$356M1
13FIL Ltd$306M1
14MORGAN STANLEY$305M1
15LONDON CO OF VIRGINIA$252M1
16DIMENSIONAL FUND ADVISORS LP$248M1
17NATIONAL BANK OF CANADA /FI/$210M1
18NORTHERN TRUST CORP$200M1
19UBS Group AG$196M1
20NORDEA INVESTMENT MANAGEMENT AB$177M1
21ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$164M1
22Capital International Investors$159M1
23VOYA INVESTMENT MANAGEMENT LLC$157M1
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC$154M1
25AQR CAPITAL MANAGEMENT LLC$148M1
26Legal & General Group Plc$143M1
27Janus Henderson Group Ltd.$141M1
28BANK OF AMERICA CORP /DE/$140M1
29Qube Research & Technologies Ltd$138M1
30WORLDQUANT MILLENNIUM ADVISORS LLC$133M1
31UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$133M1
32JUPITER ASSET MANAGEMENT LTD$127M1
33Hudson Bay Capital Management LP$124M1
34BANK OF MONTREAL /CAN/$119M1
35FIDUCIARY MANAGEMENT INC /WI/$117M1
36WELLINGTON MANAGEMENT GROUP LLP$116M1
37VANGUARD FIDUCIARY TRUST CO$114M1
38Mondrian Investment Partners LTD$111M1
39Amundi$110M1
40Empower Advisory Group, LLC$106M1
41Bank of New York Mellon Corp$104M1
42CITIGROUP INC$102M1
43FEDERATED HERMES, INC.$87.4M1
44Robeco Institutional Asset Management B.V.$83.8M1
45SCHRODER INVESTMENT MANAGEMENT GROUP$83.6M1
46Allianz Asset Management GmbH$81.2M1
47CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$79.9M1
48CITADEL ADVISORS LLC$79.6M1
49Quantinno Capital Management LP$79.2M1
50AMERICAN CENTURY COMPANIES INC$78.6M1
51BARCLAYS PLC$77.4M1
52DEUTSCHE BANK AG\$75.4M1
53AMERIPRISE FINANCIAL INC$70.5M1
54HSBC HOLDINGS PLC$70.4M1
55National Pension Service$65.5M1
56SEI INVESTMENTS CO$64.8M1
57Swiss National Bank$60.7M1
58SEMPER AUGUSTUS INVESTMENTS GROUP LLC$56.2M1
59Nuveen, LLC$54.8M1
60BNP Paribas Asset Management Holding S.A.$53.9M1
61FRANKLIN RESOURCES INC$53.4M1
62TD ASSET MANAGEMENT INC$51.9M1
63Sumitomo Mitsui Trust Group, Inc.$51.5M1
64Mitsubishi UFJ Asset Management Co., Ltd.$46.7M1
65MILLENNIUM MANAGEMENT LLC$45.4M1
66ROYAL BANK OF CANADA$44.9M1
67Vanguard Global Advisers, LLC$44.8M1
68Gotham Asset Management, LLC$43.5M1
69Assenagon Asset Management S.A.$42.1M1
70CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$39.5M1
71WELLS FARGO & COMPANY/MN$39.2M1
72Man Group plc$39.1M1
73Woodline Partners LP$38.7M1
74CANADA PENSION PLAN INVESTMENT BOARD$38.0M1
75VANGUARD ASSET MANAGEMENT, Ltd$36.7M1
76Walleye Capital LLC$35.4M1
77MIZUHO MARKETS AMERICAS LLC$32.9M1
78O'SHAUGHNESSY ASSET MANAGEMENT, LLC$28.6M1
79PRUDENTIAL FINANCIAL INC$28.2M1
80VICTORY CAPITAL MANAGEMENT INC$26.3M1
81ExodusPoint Capital Management, LP$25.7M1
82STOREBRAND ASSET MANAGEMENT AS$25.1M1
83PRINCIPAL FINANCIAL GROUP INC$25.0M1
84ENVESTNET ASSET MANAGEMENT INC$24.6M1
85SUSQUEHANNA INTERNATIONAL GROUP, LLP$21.5M1
86STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$19.2M1
87Illinois Municipal Retirement Fund$19.1M1
88D. E. Shaw & Co., Inc.$18.6M1
89ING GROEP NV$18.5M1
90Arbejdsmarkedets Tillaegspension$17.8M1
91Swedbank AB$17.7M1
92STATE OF WISCONSIN INVESTMENT BOARD$17.6M1
93Korea Investment CORP$16.9M1
94Corient Private Wealth LLC$16.8M1
95Live Oak Private Wealth LLC$16.3M1
96US BANCORP \DE\$16.2M1
97CONFLUENCE INVESTMENT MANAGEMENT LLC$16.0M1
98Eurizon Capital SGR S.p.A.$15.6M1
99Aberdeen Group plc$15.1M1
100TOCQUEVILLE ASSET MANAGEMENT L.P.$13.6M1
101Ensign Peak Advisors, Inc$13.3M1
102DRIEHAUS CAPITAL MANAGEMENT LLC$13.0M1
103Capital International, Inc./CA/$12.5M1
104AustralianSuper Pty Ltd$12.4M1
105MACQUARIE GROUP LTD$12.3M1
106Verition Fund Management LLC$12.1M1
107ArrowMark Colorado Holdings LLC$12.1M1
108APG Asset Management N.V.$11.9M1
109Mitsubishi UFJ Trust & Banking Corp$11.9M1
110ADAGE CAPITAL PARTNERS GP, L.L.C.$11.5M1
111KIRR MARBACH & CO LLC /IN/$11.4M1
112GLENMEDE TRUST CO NA$11.3M1
113NEW YORK STATE COMMON RETIREMENT FUND$11.3M1
114INTECH INVESTMENT MANAGEMENT LLC$11.2M1
115Andra AP-fonden$11.0M1
116TORONTO DOMINION BANK$10.9M1
117MANUFACTURERS LIFE INSURANCE COMPANY, THE$10.8M1
118Alphadyne Asset Management LP$10.8M1
119Pictet Asset Management Holding SA$10.5M1
120AVIVA PLC$10.5M1
121MACKENZIE FINANCIAL CORP$10.5M1
122IEQ CAPITAL, LLC$10.4M1
123Vanguard Investments Australia, Ltd.$10.4M1
124ROYAL LONDON ASSET MANAGEMENT LTD$10.2M1
125Focus Partners Wealth$10.2M1
126Empowered Funds, LLC$10.1M1
127DANSKE BANK A/S$10.0M1
128Beacon Pointe Advisors, LLC$10.0M1
129Chevy Chase Trust Holdings, LLC$10.0M1
130GREAT LAKES ADVISORS, LLC$9.4M1
131Universal- Beteiligungs- und Servicegesellschaft mbH$9.4M1
132SCOTIA CAPITAL INC.$9.3M1
133Federation des caisses Desjardins du Quebec$9.2M1
134BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$9.2M1
135Ironvine Capital Partners, LLC$9.1M1
136NOMURA ASSET MANAGEMENT CO LTD$8.8M1
137Tredje AP-fonden$8.8M1
138Asset Management One Co., Ltd.$8.7M1
139Calamos Advisors LLC$8.7M1
140MONIMUS CAPITAL MANAGEMENT, LP$8.7M1
141Mariner, LLC$8.6M1
142RAYMOND JAMES FINANCIAL INC$8.4M1
143Wealthfront Advisers LLC$8.4M1
144L2 Asset Management, LLC$8.1M1
145CI INVESTMENTS INC.$8.1M1
146KLP KAPITALFORVALTNING AS$8.1M1
147MetLife Investment Management, LLC$7.8M1
148SEB Asset Management AB$7.8M1
149Cinctive Capital Management LP$7.7M1
150Empire Life Investments Inc.$7.6M1
151State of New Jersey Common Pension Fund D$7.3M1
152Edgestream Partners, L.P.$7.3M1
153LPL Financial LLC$7.3M1
154Swiss Life Asset Management Ltd$7.2M1
155Savoir Faire Capital Management, L.P.$6.8M1
156FULLER & THALER ASSET MANAGEMENT, INC.$6.4M1
157FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$6.4M1
158Resona Asset Management Co.,Ltd.$6.3M1
159Zurcher Kantonalbank (Zurich Cantonalbank)$6.2M1
160New Age Alpha Advisors, LLC$6.2M1
161Ethic Inc.$6.2M1
162CREDIT AGRICOLE S A$6.1M1
163PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$6.0M1
164STATE OF MICHIGAN RETIREMENT SYSTEM$5.9M1
165CIBC WORLD MARKET INC.$5.9M1
166CIBC Bancorp USA Inc.$5.8M1
167Cerity Partners LLC$5.8M1
168Arizona State Retirement System$5.6M1
169Czech National Bank$5.5M1
170Creative Planning$5.3M1
171Westerkirk Capital Inc.$5.2M1
172CIBC Asset Management Inc$5.0M1
173NISA INVESTMENT ADVISORS, LLC$4.8M1
174COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.7M1
175IMC-Chicago, LLC$4.5M1
176AXQ CAPITAL, LP$4.5M1
177OPPENHEIMER ASSET MANAGEMENT INC.$4.5M1
178Pathstone Holdings, LLC$4.4M1
179LAZARD ASSET MANAGEMENT LLC$4.3M1
180Retirement Systems of Alabama$4.3M1
181IFM Investors Pty Ltd$4.3M1
182Crossmark Global Holdings, Inc.$4.3M1
183DnB Asset Management AS$4.2M1
184Daiwa Securities Group Inc.$4.1M1
185LBP AM SA$4.1M1
186Summit Trail Advisors, LLC$4.1M1
187FIRST TRUST ADVISORS LP$4.1M1
188Mirae Asset Global Investments Co., Ltd.$4.1M1
189FIFTH THIRD BANCORP$4.0M1
190ProShare Advisors LLC$3.8M1
191Engineers Gate Manager LP$3.8M1
192Woodbridge CO LTD$3.8M1
193Aware Super Pty Ltd as trustee of Aware Super$3.7M1
194XPONANCE LLC$3.7M1
195LOUISBOURG INVESTMENTS INC.$3.7M1
196Compton Wealth Advisory Group, LLC$3.6M1
197BROWN ADVISORY INC$3.6M1
198Graham Capital Management, L.P.$3.6M1
199ASR Vermogensbeheer N.V.$3.5M1
200First International Bank of Israel Ltd.$3.4M1
201NEOS Investment Management LLC$3.4M1
202Utah Retirement Systems$3.3M1
203INTREPID CAPITAL MANAGEMENT INC$3.3M1
204Caprock Group, LLC$3.3M1
205PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$3.3M1
206ESSEX INVESTMENT MANAGEMENT CO LLC$3.2M1
207Twin Tree Management, LP$3.2M1
208Strategic Global Advisors, LLC$3.2M1
209PUBLIC SECTOR PENSION INVESTMENT BOARD$3.2M1
210Wilmington Savings Fund Society, FSB$3.1M1
211Fisher Funds Management LTD$3.1M1
212MERCER GLOBAL ADVISORS INC /ADV$3.1M1
213TWO SIGMA INVESTMENTS, LP$3.0M1
214NEW YORK LIFE INVESTMENT MANAGEMENT LLC$3.0M1
215Tidal Investments LLC$3.0M1
216Candriam S.C.A.$3.0M1
217Broyhill Asset Management, LLC$3.0M1
218Sumitomo Mitsui DS Asset Management Company, Ltd$2.9M1
219Rakuten Investment Management, Inc.$2.9M1
220USS Investment Management Ltd$2.9M1
221PATTON FUND MANAGEMENT, INC.$2.9M1
222BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.9M1
223Orion Porfolio Solutions, LLC$2.8M1
224OMERS ADMINISTRATION Corp$2.8M1
225CenterBook Partners LP$2.8M1
226Vanguard Personalized Indexing Management, LLC$2.7M1
227NISSAY ASSET MANAGEMENT CORP /JAPAN$2.7M1
228CWM, LLC$2.7M1
229PRUDENTIAL PLC$2.7M1
230Cetera Investment Advisers$2.6M1
231WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.6M1
232Bridgewater Associates, LP$2.6M1
233COMMONWEALTH EQUITY SERVICES, LLC$2.6M1
234North Dakota State Investment Board$2.6M1
235UniSuper Management Pty Ltd$2.5M1
236EVOLVE PRIVATE WEALTH, LLC$2.5M1
237Horrell Capital Management, Inc.$2.4M1
238STIFEL FINANCIAL CORP$2.4M1
239YOUSIF CAPITAL MANAGEMENT, LLC$2.4M1
240Owlhouse Capital LP$2.4M1
241BANK OF NOVA SCOTIA$2.4M1
242Sterling Capital Management LLC$2.4M1
243MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.4M1
244OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.3M1
245Connor, Clark & Lunn Investment Management Ltd.$2.3M1
246DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$2.3M1
247Radnor Capital Management, LLC$2.3M1
248HENNESSY ADVISORS INC$2.2M1
249Summit Financial, LLC$2.2M1
250OCCUDO QUANTITATIVE STRATEGIES LP$2.2M1
251Avanza Fonder AB$2.2M1
252OP Asset Management Ltd$2.2M1
253MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.2M1
254PenderFund Capital Management Ltd.$2.0M1
255Elo Mutual Pension Insurance Co$2.0M1
256Oak Thistle LLC$2.0M1
257RITHOLTZ WEALTH MANAGEMENT$2.0M1
258HighTower Advisors, LLC$1.9M1
259Rockefeller Capital Management L.P.$1.8M1
260TD Waterhouse Canada Inc.$1.8M1
261Jefferies Financial Group Inc.$1.7M1
262Balefire, LLC$1.7M1
263AIGEN INVESTMENT MANAGEMENT, LP$1.7M1
264III Capital Management$1.7M1
265BALYASNY ASSET MANAGEMENT L.P.$1.6M1
266Osmosis Investment Management UK Ltd$1.6M1
267Bellwether Advisors, LLC$1.6M1
268NorthRock Partners, LLC$1.6M1
269Fideuram Asset Management (Ireland) dac$1.6M1
270Magnetar Financial LLC$1.5M1
271DIVERSIFIED MANAGEMENT INC$1.5M1
272Meiji Yasuda Asset Management Co Ltd.$1.5M1
273Investment Management Corp of Ontario$1.5M1
274RENAISSANCE TECHNOLOGIES LLC$1.5M1
275Rafferty Asset Management, LLC$1.5M1
276LFG Wealth Partners, LLC$1.4M1
277JANE STREET GROUP, LLC$1.4M1
278M&T BANK CORP$1.4M1
279Integrated Quantitative Investments LLC$1.4M1
280Sequoia Financial Advisors, LLC$1.4M1
281CAPSTONE INVESTMENT ADVISORS, LLC$1.4M1
282Vident Advisory, LLC$1.4M1
283Y-Intercept (Hong Kong) Ltd$1.3M1
284TWIN CAPITAL MANAGEMENT INC$1.3M1
285HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.3M1
286Clearstead Advisors, LLC$1.3M1
287OSAIC HOLDINGS, INC.$1.3M1
288MIZUHO SECURITIES USA LLC$1.2M1
289SMITHBRIDGE ASSET MANAGEMENT INC/DE$1.2M1
290Norinchukin Bank, The$1.2M1
291HARTFORD INVESTMENT MANAGEMENT CO$1.2M1
292MONEY CONCEPTS CAPITAL CORP$1.1M1
293Nicholas Wealth, LLC.$1.1M1
294AG2R LA MONDIALE GESTION D'ACTIFS$1.1M1
295CAXTON ASSOCIATES LLP$1.1M1
296Parrish Capital LLC$1.0M1
297Maryland State Retirement & Pension System$1.0M1
298Banque Cantonale Vaudoise$997K1
299ABN AMRO INVESTMENT SOLUTIONS$983K1
300AGP FRANKLIN, LLC$981K1
301Allspring Global Investments Holdings, LLC$981K1
302BOOTHBAY FUND MANAGEMENT, LLC$964K1
303QUADRANT CAPITAL GROUP LLC$958K1
304TOKIO MARINE ASSET MANAGEMENT CO LTD$957K1
305Vontobel Holding Ltd.$943K1
306&PARTNERS$943K1
307XTX Topco Ltd$927K1
308EDMOND DE ROTHSCHILD HOLDING S.A.$926K1
309Metis Global Partners, LLC$917K1
310Signal Advisors Wealth, LLC$914K1
311Laird Norton Wetherby Trust Company, LLC$910K1
312Aster Capital Management (DIFC) Ltd$890K1
313VCI Wealth Management LLC$858K1
314BURNEY CO/$839K1
315E. Ohman J:or Asset Management AB$832K1
316MUFG Securities EMEA plc$830K1
317Meiji Yasuda Life Insurance Co$830K1
318CHICAGO TRUST Co NA$828K1
319Inscription Capital, LLC$826K1
320COMMERCE BANK$822K1
321Verdence Capital Advisors LLC$811K1
322Savant Capital, LLC$808K1
323Empirical Finance, LLC$802K1
324Bedell Frazier Investment Counselling, LLC$789K1
325Bayesian Capital Management, LP$767K1
326Saudi Central Bank$764K1
327MATTERN CAPITAL MANAGEMENT, LLC$750K1
328Lifeworks Advisors, LLC$747K1
329Blackstone Inc.$741K1
330AIMZ Investment Advisors, LLC$736K1
331Kestra Investment Management, LLC$731K1
332PRINCIPAL SECURITIES, INC.$716K1
333EADS & HEALD WEALTH MANAGEMENT$702K1
334Kathmere Capital Management, LLC$698K1
335Callahan Advisors, LLC$697K1
336Chemistry Wealth Management LLC$690K1
337HB Wealth Management, LLC$681K1
338QRG CAPITAL MANAGEMENT, INC.$681K1
339INCEPTIONR LLC$669K1
340Merit Financial Group, LLC$652K1
341NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$648K1
342Prospera Financial Services Inc$647K1
343Kestra Advisory Services, LLC$628K1
344UNITED CAPITAL FINANCIAL ADVISORS, LLC$621K1
345Gerald Baker Financial Group LLC$617K1
346Chicago Partners Investment Group LLC$617K1
347Atom Investors LP$616K1
348FOX RUN MANAGEMENT, L.L.C.$615K1
349ELEVATION POINT WEALTH PARTNERS, LLC$615K1
350Brooklyn Investment Group$607K1
351TEACHER RETIREMENT SYSTEM OF TEXAS$600K1
352STRATEGY ASSET MANAGERS LLC$597K1
353TRUIST FINANCIAL CORP$596K1
354Lido Advisors, LLC$590K1
355CWA Asset Management Group, LLC$589K1
356Bridgefront Capital, LLC$584K1
357CONTRAVISORY INVESTMENT MANAGEMENT, INC.$582K1
358Stonebridge Financial Group, LLC$561K1
359MUFG SECURITIES AMERICAS INC.$560K1
360INTACT INVESTMENT MANAGEMENT INC.$559K1
361Tower Research Capital LLC (TRC)$557K1
362Sanctuary Advisors, LLC$554K1
363SECURIAN ASSET MANAGEMENT, INC$549K1
364AGF MANAGEMENT LTD$548K1
365Squarepoint Ops LLC$538K1
366Kera Capital Partners, Inc.$533K1
367Ascent Group, LLC$530K1
368Vestmark Advisory Solutions, Inc.$527K1
369B. Metzler seel. Sohn & Co. AG$525K1
370Numerai GP LLC$512K1
371Snowden Capital Advisors LLC$511K1
372NewEdge Advisors, LLC$510K1
373Pallas Capital Advisors LLC$496K1
374NorthCrest Asset Manangement, LLC$486K1
3751832 Asset Management L.P.$484K1
376Limestone Investment Advisors LP$479K1
377Wedmont Private Capital$476K1
378Dai-ichi Life Insurance Company, Ltd$476K1
379Cresset Asset Management, LLC$475K1
380MAI Capital Management$464K1
381SteelPeak Wealth, LLC$463K1
382MONTAG A & ASSOCIATES INC$457K1
383EP Wealth Advisors, LLC$449K1
384COLDSTREAM CAPITAL MANAGEMENT INC$447K1
385LOWE BROCKENBROUGH & CO INC$438K1
386Ballentine Partners, LLC$438K1
387SIGNATUREFD, LLC$435K1
388JOHNSON INVESTMENT COUNSEL INC$432K1
389Focus Partners Advisor Solutions, LLC$428K1
390Private Advisor Group, LLC$425K1
391Unified Investment Management$419K1
392Riverwater Partners LLC$409K1
393Independent Advisor Alliance$403K1
394Vise Technologies, Inc.$403K1
395Cynosure Group, LLC$401K1
396Baker Avenue Asset Management, LP$399K1
397DAVENPORT & Co LLC$397K1
398Concurrent Investment Advisors, LLC$382K1
399Waverly Advisors, LLC$378K1
400Checchi Capital Advisers, LLC$377K1
401OneDigital Investment Advisors LLC$376K1
402RHS Financial, LLC$372K1
403Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$367K1
404Lombard Odier Asset Management (Switzerland) SA$361K1
405LVW Advisors, LLC$359K1
406Exit Wealth Advisors, LLC.$358K1
407Fieldview Capital Management, LLC$351K1
408EVERGREEN CAPITAL MANAGEMENT LLC$351K1
409Clearstead Trust, LLC$345K1
410EVOKE WEALTH, LLC$343K1
411Compound Planning, Inc.$341K1
412MML INVESTORS SERVICES, LLC$333K1
413Parallax Volatility Advisers, L.P.$332K1
414Equitable Holdings, Inc.$330K1
415GUGGENHEIM CAPITAL LLC$327K1
416Jacobs Equity LLC$323K1
417Lansforsakringar Fondforvaltning AB (publ)$319K1
418AVENIR CORP$313K1
419EQUITY INVESTMENT CORP$313K1
420Sivia Capital Partners, LLC$310K1
421CIDEL ASSET MANAGEMENT INC$310K1
422Centiva Capital, LP$309K1
423Optas, LLC$307K1
424Cambria Investment Management, L.P.$305K1
425Topsail Wealth Management, LLC$303K1
426Callan Family Office, LLC$299K1
427Dana Investment Advisors, Inc.$299K1
428PRELUDE CAPITAL MANAGEMENT, LLC$299K1
429Siemens Fonds Invest GmbH$298K1
430Claro Advisors Inc.$297K1
431MGO ONE SEVEN LLC$297K1
432Plato Investment Management Ltd$293K1
433GATEWAY INVESTMENT ADVISERS LLC$285K1
434PROFUND ADVISORS LLC$279K1
435Cornerstone Investment Partners, LLC$279K1
436Counterpoint Mutual Funds LLC$278K1
437BLAIR WILLIAM & CO/IL$276K1
438Mediolanum International Funds Ltd$275K1
439Financiere des Professionnels - Fonds d'investissement inc.$272K1
440WADDELL & ASSOCIATES, LLC$270K1
441Estate Planners Group, LLC$268K1
442CHOREO, LLC$267K1
443HUB Investment Partners, LLC$265K1
444Wealthspire Advisors, LLC$264K1
445GTS SECURITIES LLC$262K1
446UMB Bank, n.a.$260K1
447Apollon Wealth Management, LLC$256K1
448FIDUCIARY TRUST CO$256K1
449PEAK6 LLC$252K1
450Bridgewater Advisors Inc.$250K1
4511ST SOURCE BANK$250K1
452Capital Investment Advisory Services, LLC$248K1
453Platform Technology Partners$246K1
454Allworth Financial LP$244K1
455XXI WEALTH, LLC$244K1
456KESTRA PRIVATE WEALTH SERVICES, LLC$242K1
457Bryn Mawr Trust Advisors, LLC$242K1
458Pitcairn Wealth Advisors LLC$241K1
459STANCE CAPITAL LLC$240K1
460Fifth Third Wealth Advisors LLC$239K1
461Optiver Holding B.V.$237K1
462Odyssean, LLC$236K1
463EXCHANGE TRADED CONCEPTS, LLC$235K1
464PANAGORA ASSET MANAGEMENT INC$233K1
465CITIZENS FINANCIAL GROUP INC/RI$223K1
466TEMA ETFS LLC$222K1
467SAGESPRING WEALTH PARTNERS, LLC$222K1
468Wealth Management Associates, Inc.$219K1
469SouthState Bank Corp$217K1
470GREENLEAF TRUST$217K1
471BCS Private Wealth Management, Inc.$214K1
472Scientech Research LLC$212K1
473Three Seasons Wealth, LLC$211K1
474Astoria Portfolio Advisors LLC.$210K1
475Blueshift Asset Management, LLC$210K1
476BSW Wealth Partners$208K1
477Bragg Financial Advisors, Inc$206K1
478PARSONS CAPITAL MANAGEMENT INC/RI$201K1
479Tull Financial Group, Inc.$201K1
480Institute for Wealth Management, LLC.$200K1
481Steward Partners Investment Advisory, LLC$200K1
482Deseret Mutual Benefit Administrators$192K1
483Ameritas Investment Partners, Inc.$186K1
484CrossGen Wealth, LLC$171K1
485Livforsakringsbolaget Skandia, Omsesidigt$166K1
486Arax Advisory Partners$163K1
487PRIVATE TRUST CO NA$160K1
488NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$157K1
489Provenance Wealth Advisors, LLC$156K1
490Geneos Wealth Management Inc.$148K1
491OSLO PENSJONSFORSIKRING AS$137K1
492EVERMAY WEALTH MANAGEMENT LLC$121K1
493Paladin Advisory Group, LLC$117K1
494MV CAPITAL MANAGEMENT, INC.$114K1
495SUMMIT SECURITIES GROUP LLC$113K1
496ASSETMARK, INC$108K1
497S.A. Mason LLC$105K1
498Pflug Koory, LLC$79.4K1
499Cromwell Holdings LLC$76.5K1
500MATHER GROUP, LLC.$74.1K1
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 / 3 sell
Congress net ($ bound)−$79.0K to −$2.0K
Filers net (actions)not in build
Filers net ($ 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 DLTR

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for DLTR · financials and macro

Financials — as filed PLANNED

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