Public record / Tickers / DOC

DOC — HEALTHPEAK PROPERTIES, INC.

Both disclosure regimes on one name: who in Congress filed about DOC, 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
11
all PTR rows naming DOC
Members · 12m
2
2 buys · 1 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
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

Chris Jacobs · $15.0K–$50.0K

Purchase · traded 2022-06-21 → filed 2022-07-28. Ranked over every DOC row by the provable lower bound, never a point estimate.

2 members · 2 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.

3 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

7 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. 7 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING DOC · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning DOC
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-03-09Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 02-10 +27d$1K–$15K
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 01-09 +35d$1K–$15K
2025-09-12Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 08-04 +39d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-17 LATE·57d$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 11 ↗

Members active in DOC

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing DOC 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−$14.0K to $14.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2

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

Congress ↔ notable managers · DOC

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

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
0

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

Notable managers · quarter ended 2026-03-31

Trimming
1 Moore Capital Management $1.5M held

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

Merged timeline of congressional filings and notable-manager moves on DOC
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+213,519 sh
2026-05-15Bridgewater Associates 13Fnew+27,534 sh
2026-05-15Moore Capital Management 13Ftrim−66,637 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

Top institutional holders of DOC for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.2B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$955M1
3STATE STREET CORP$797M1
4VANGUARD CAPITAL MANAGEMENT LLC$743M1
5FULLER & THALER ASSET MANAGEMENT, INC.$480M1
6GEODE CAPITAL MANAGEMENT, LLC$400M1
7Invesco Ltd.$397M1
8PRINCIPAL FINANCIAL GROUP INC$308M1
9Bank of New York Mellon Corp$254M1
10MORGAN STANLEY$202M1
11BANK OF AMERICA CORP /DE/$195M1
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC$188M1
13Cullen Capital Management, LLC$181M1
14DIMENSIONAL FUND ADVISORS LP$174M1
15FMR LLC$152M1
16NORTHERN TRUST CORP$141M1
17EQUITY INVESTMENT CORP$126M1
18DEUTSCHE BANK AG\$115M1
19Legal & General Group Plc$109M1
20AMERICAN CENTURY COMPANIES INC$94.9M1
21Alyeska Investment Group, L.P.$92.3M1
22LPL Financial LLC$88.7M1
23FRANKLIN RESOURCES INC$74.1M1
24ENVESTNET ASSET MANAGEMENT INC$69.5M1
25VANGUARD FIDUCIARY TRUST CO$64.3M1
26Amundi$62.2M1
27UBS Group AG$59.4M1
28HSBC HOLDINGS PLC$55.7M1
29MILLENNIUM MANAGEMENT LLC$53.5M1
30RAYMOND JAMES FINANCIAL INC$47.5M1
31CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$41.8M1
32Long Pond Capital, LP$40.9M1
33Sumitomo Mitsui Trust Group, Inc.$39.5M1
34CI INVESTMENTS INC.$36.3M1
35SCHRODER INVESTMENT MANAGEMENT GROUP$35.0M1
36Mitsubishi UFJ Asset Management Co., Ltd.$34.8M1
37Swiss National Bank$33.5M1
38Eversept Partners, LP$32.5M1
39CITIGROUP INC$32.1M1
40ROYAL BANK OF CANADA$31.4M1
41SYSTEMATIC FINANCIAL MANAGEMENT LP$30.2M1
42Nuveen, LLC$28.9M1
43APG Asset Management US Inc.$27.3M1
44NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$26.7M1
45HEITMAN REAL ESTATE SECURITIES LLC$26.5M1
46M&T BANK CORP$26.2M1
47Universal- Beteiligungs- und Servicegesellschaft mbH$25.2M1
48Advisors Capital Management, LLC$24.7M1
49Vanguard Global Advisers, LLC$24.0M1
50MASSACHUSETTS FINANCIAL SERVICES CO /MA/$23.7M1
51BNP Paribas Asset Management Holding S.A.$23.0M1
52RHUMBLINE ADVISERS$22.5M1
53WELLS FARGO & COMPANY/MN$22.4M1
54Allianz Asset Management GmbH$22.2M1
55Asset Management One Co., Ltd.$22.1M1
56NOMURA ASSET MANAGEMENT CO LTD$21.5M1
57Aberdeen Group plc$19.7M1
58Focus Partners Wealth$19.0M1
59CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$18.8M1
60SEI INVESTMENTS CO$18.1M1
61AMERIPRISE FINANCIAL INC$18.0M1
62OPPENHEIMER ASSET MANAGEMENT INC.$17.3M1
63ALLIANCEBERNSTEIN L.P.$16.9M1
64ZACKS INVESTMENT MANAGEMENT$16.1M1
65Schonfeld Strategic Advisors LLC$15.7M1
661832 Asset Management L.P.$15.3M1
67Robeco Institutional Asset Management B.V.$14.0M1
68Swedbank AB$14.0M1
69SummitTX Capital, L.P.$13.9M1
70RENAISSANCE TECHNOLOGIES LLC$13.4M1
71Foresight Group Ltd Liability Partnership$13.3M1
72Quantinno Capital Management LP$13.2M1
73Vanguard Investments Australia, Ltd.$12.9M1
74NATIONAL BANK OF CANADA /FI/$12.6M1
75AQR CAPITAL MANAGEMENT LLC$12.1M1
76Zurcher Kantonalbank (Zurich Cantonalbank)$12.0M1
77FIFTH THIRD BANCORP$11.9M1
78Squarepoint Ops LLC$11.9M1
79MANUFACTURERS LIFE INSURANCE COMPANY, THE$11.5M1
80COMMONWEALTH EQUITY SERVICES, LLC$10.8M1
81STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$10.7M1
82DAVENPORT & Co LLC$10.3M1
83AVIVA PLC$10.3M1
84ADAGE CAPITAL PARTNERS GP, L.L.C.$10.2M1
85Baird Financial Group, Inc.$10.0M1
86Brookstone Capital Management$9.8M1
87BANK OF MONTREAL /CAN/$9.6M1
88Varma Mutual Pension Insurance Co$9.6M1
89MACQUARIE GROUP LTD$9.5M1
90Foster Victor Wealth Advisors, LLC$8.9M1
91CAPITOLIS LIQUID GLOBAL MARKETS LLC$8.9M1
92Retirement Systems of Alabama$8.8M1
93ASSETMARK, INC$8.7M1
94EXCHANGE TRADED CONCEPTS, LLC$8.7M1
95ALTRINSIC GLOBAL ADVISORS LLC$8.4M1
96Cetera Investment Advisers$8.3M1
97Calamos Advisors LLC$8.1M1
98COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$8.0M1
99Korea Investment CORP$8.0M1
100TWO SIGMA INVESTMENTS, LP$7.9M1
101PRUDENTIAL FINANCIAL INC$7.9M1
102Northside Capital Management, LLC$7.6M1
103Gotham Asset Management, LLC$7.5M1
104Lighthouse Investment Partners, LLC$7.2M1
105WORLDQUANT MILLENNIUM ADVISORS LLC$7.0M1
106Resona Asset Management Co.,Ltd.$6.9M1
107OLD NATIONAL BANCORP /IN/$6.9M1
108CRAWFORD INVESTMENT COUNSEL INC$6.8M1
109Creative Planning$6.7M1
110Daiwa Securities Group Inc.$6.6M1
111State of New Jersey Common Pension Fund D$6.5M1
112Pictet Asset Management Holding SA$6.5M1
113DANSKE BANK A/S$6.5M1
114Lightrock Netherlands B.V.$6.5M1
115CIBC Bancorp USA Inc.$6.3M1
116Private Advisory Group LLC$6.2M1
117STATE OF WISCONSIN INVESTMENT BOARD$6.2M1
118Presima Securities ULC$6.1M1
119CHILTON CAPITAL MANAGEMENT LLC$6.1M1
120DnB Asset Management AS$5.9M1
121Cornerstone Capital, Inc.$5.9M1
122VANGUARD ASSET MANAGEMENT, Ltd$5.8M1
123Vert Asset Management LLC$5.7M1
124Eurizon Capital SGR S.p.A.$5.7M1
125CENTERSQUARE INVESTMENT MANAGEMENT LLC$5.7M1
126Chevy Chase Trust Holdings, LLC$5.6M1
127TRUIST FINANCIAL CORP$5.6M1
128STIFEL FINANCIAL CORP$5.6M1
129NEW YORK STATE COMMON RETIREMENT FUND$5.5M1
130VICTORY CAPITAL MANAGEMENT INC$5.3M1
131TORONTO DOMINION BANK$5.1M1
132Morningstar Investment Management LLC$5.1M1
133APG Asset Management N.V.$4.8M1
134TD ASSET MANAGEMENT INC$4.8M1
135Metis Global Partners, LLC$4.6M1
136Investment Management Corp of Ontario$4.5M1
137Tredje AP-fonden$4.4M1
138FIRST TRUST ADVISORS LP$4.3M1
139Alpha Omega Wealth Management LLC$4.3M1
140IFM Investors Pty Ltd$4.2M1
141UniSuper Management Pty Ltd$4.2M1
142Sumitomo Mitsui DS Asset Management Company, Ltd$4.0M1
143MARATHON CAPITAL MANAGEMENT$4.0M1
144MML INVESTORS SERVICES, LLC$4.0M1
145VOYA INVESTMENT MANAGEMENT LLC$4.0M1
146Swiss Life Asset Management Ltd$4.0M1
147MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.9M1
148TOCQUEVILLE ASSET MANAGEMENT L.P.$3.9M1
149INTACT INVESTMENT MANAGEMENT INC.$3.9M1
150NEOS Investment Management LLC$3.8M1
151NUANCE INVESTMENTS, LLC$3.8M1
152STOREBRAND ASSET MANAGEMENT AS$3.7M1
153KLP KAPITALFORVALTNING AS$3.7M1
154Sophron Capital Management L.P.$3.6M1
155Cerity Partners LLC$3.6M1
156Lansforsakringar Fondforvaltning AB (publ)$3.6M1
157Rockefeller Capital Management L.P.$3.5M1
158FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$3.3M1
159WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.3M1
160NISSAY ASSET MANAGEMENT CORP /JAPAN$3.3M1
161CIBC WORLD MARKET INC.$3.3M1
162PUBLIC SECTOR PENSION INVESTMENT BOARD$3.3M1
163ProShare Advisors LLC$3.2M1
164CITADEL ADVISORS LLC$3.2M1
165GUGGENHEIM CAPITAL LLC$3.1M1
166Czech National Bank$3.1M1
167Arizona State Retirement System$3.1M1
1681834 INVESTMENT ADVISORS CO$3.0M1
169MetLife Investment Management, LLC$3.0M1
170NEW YORK LIFE INVESTMENT MANAGEMENT LLC$3.0M1
171STATE OF MICHIGAN RETIREMENT SYSTEM$3.0M1
172ONTARIO TEACHERS PENSION PLAN BOARD$3.0M1
173D.A. DAVIDSON & CO.$2.9M1
174WOLFF WIESE MAGANA LLC$2.9M1
175NATIXIS$2.9M1
176CIBC Asset Management Inc$2.7M1
177NAN FUNG TRINITY (HK) Ltd$2.7M1
178BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2.7M1
179Jackson Hole Capital Partners, LLC$2.7M1
180Mirae Asset Global Investments Co., Ltd.$2.7M1
181OPPENHEIMER & CO INC$2.6M1
182MERIDIAN INVESTMENT COUNSEL INC.$2.6M1
183Orion Porfolio Solutions, LLC$2.6M1
184INDEPENDENT FINANCIAL GROUP, LLC$2.6M1
185HighTower Advisors, LLC$2.6M1
186Generali Asset Management SPA SGR$2.6M1
187NewSquare Capital LLC$2.6M1
188SEB Asset Management AB$2.5M1
189Aristotle Capital Boston, LLC$2.4M1
190Sequoia Financial Advisors, LLC$2.4M1
191Sanctuary Advisors, LLC$2.3M1
192XPONANCE LLC$2.3M1
193Woodline Partners LP$2.2M1
194Federation des caisses Desjardins du Quebec$2.2M1
195ASR Vermogensbeheer N.V.$2.2M1
196Zimmer Partners, LP$2.2M1
197Candriam S.C.A.$2.2M1
198MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.1M1
199OP Asset Management Ltd$2.1M1
200Sarasin & Partners LLP$2.1M1
201WESTPAC BANKING CORP$2.0M1
202TRUST CO OF TOLEDO NA /OH/$2.0M1
203Boston Partners$2.0M1
204OSAIC HOLDINGS, INC.$2.0M1
205HF Advisory Group, LLC$2.0M1
206New Age Alpha Advisors, LLC$2.0M1
207NewEdge Advisors, LLC$2.0M1
208Paralel Advisors LLC$1.9M1
209CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$1.9M1
210Utah Retirement Systems$1.8M1
211Kestra Advisory Services, LLC$1.8M1
212BANK OF NOVA SCOTIA$1.8M1
213Vident Advisory, LLC$1.8M1
214Measured Risk Portfolios, Inc.$1.7M1
215Rakuten Investment Management, Inc.$1.7M1
216LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.7M1
217PRUDENTIAL PLC$1.6M1
218Vanguard Personalized Indexing Management, LLC$1.6M1
219BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.6M1
220SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.6M1
221GROUPAMA ASSET MANAGMENT$1.6M1
222MFG WEALTH MANAGEMENT, INC.$1.6M1
223ING GROEP NV$1.5M1
224Marks Group Wealth Management, Inc$1.5M1
225FIL Ltd$1.5M1
226MOORE CAPITAL MANAGEMENT, LP$1.5M1
227Pathstone Holdings, LLC$1.5M1
228Corient Private Wealth LLC$1.4M1
229Ensign Peak Advisors, Inc$1.4M1
230Sigma Planning Corp$1.4M1
231Atria Investments, Inc$1.4M1
232Oak Thistle LLC$1.4M1
233Berkeley Capital Partners, LLC$1.3M1
234Old North State Wealth Management, LLC$1.3M1
235OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.3M1
236Man Group plc$1.3M1
237Merit Financial Group, LLC$1.3M1
238&PARTNERS$1.3M1
239Argent Advisors, Inc.$1.3M1
240DIVERSIFY WEALTH MANAGEMENT, LLC$1.3M1
241Advisors Asset Management, Inc.$1.2M1
242KEYBANK NATIONAL ASSOCIATION/OH$1.2M1
243IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.2M1
244WEALTHEDGE INVESTMENT ADVISORS, LLC$1.2M1
245Diversify Advisory Services, LLC$1.1M1
246Mirador Capital Partners LP$1.1M1
247Inspire Advisors, LLC$1.1M1
248Rafferty Asset Management, LLC$1.1M1
249Norinchukin Bank, The$1.1M1
250Intrua Financial, LLC$1.1M1
251WIREGRASS INVESTMENT MANAGEMENT LLC$1.1M1
252NORDEA INVESTMENT MANAGEMENT AB$1.1M1
253MACKENZIE FINANCIAL CORP$1.0M1
254TWIN CITY PRIVATE WEALTH, LLC$1.0M1
255S-Bank Fund Management Ltd$998K1
256BOOTHBAY FUND MANAGEMENT, LLC$997K1
257CAISSE DES DEPOTS ET CONSIGNATIONS$980K1
258Summit Trail Advisors, LLC$975K1
259CHOREO, LLC$961K1
260PRELUDE CAPITAL MANAGEMENT, LLC$957K1
261Janus Henderson Group Ltd.$953K1
262NewEdge Wealth, LLC$943K1
263PRINCIPAL SECURITIES, INC.$938K1
264NISA INVESTMENT ADVISORS, LLC$927K1
265UNITED CAPITAL FINANCIAL ADVISORS, LLC$922K1
266Inspire Investing, LLC$867K1
267NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$863K1
268WELLINGTON MANAGEMENT GROUP LLP$841K1
269Ethic Inc.$824K1
270SteelPeak Wealth, LLC$812K1
271STEPHENS INC /AR/$799K1
272Brevan Howard Capital Management LP$798K1
273Private Advisor Group, LLC$787K1
274MERCER GLOBAL ADVISORS INC /ADV$785K1
275CREDIT AGRICOLE S A$781K1
276J. Safra Sarasin Holding AG$771K1
277National Pension Service$740K1
278CWM, LLC$730K1
279HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$718K1
280Tower Research Capital LLC (TRC)$713K1
281MIZUHO SECURITIES USA LLC$690K1
282US BANCORP \DE\$686K1
283Harvest Portfolios Group Inc.$685K1
284MGO ONE SEVEN LLC$667K1
285CONNABLE OFFICE INC$663K1
286Fairtree Asset Management (Pty) Ltd$662K1
287Allspring Global Investments Holdings, LLC$648K1
288Kentucky Trust Co$648K1
289HARTFORD INVESTMENT MANAGEMENT CO$646K1
290Parrish Capital LLC$639K1
291Ameritas Investment Partners, Inc.$633K1
292BROWN ADVISORY INC$618K1
293HB Wealth Management, LLC$616K1
294Concurrent Investment Advisors, LLC$614K1
295OMERS ADMINISTRATION Corp$603K1
296GeoWealth Management, LLC$602K1
297Wealthfront Advisers LLC$591K1
298ABN AMRO INVESTMENT SOLUTIONS$591K1
299DoubleLine ETF Adviser LP$589K1
300Arvest Bank Trust Division$586K1
301Symphony Financial, Ltd. Co.$582K1
302Maryland State Retirement & Pension System$576K1
303CARRET ASSET MANAGEMENT, LLC$569K1
304SHUFRO ROSE & CO LLC$564K1
305Naviter Wealth, LLC$563K1
306TOKIO MARINE ASSET MANAGEMENT CO LTD$558K1
307Arjuna Capital$557K1
308INTECH INVESTMENT MANAGEMENT LLC$557K1
309Harrington Investments, INC$549K1
310DRW Securities, LLC$548K1
311Quadcap Wealth Management, LLC$538K1
312Capital Investment Advisory Services, LLC$526K1
313ASSOCIATED BANC-CORP$524K1
314ROMANO BROTHERS AND COMPANY$519K1
315Legacy Capital Group California, Inc.$517K1
316Envestnet Portfolio Solutions, Inc.$516K1
317Pathway Financial Advisers, LLC$510K1
318New Insight Wealth Advisors$506K1
319Tidal Investments LLC$499K1
320XTX Topco Ltd$498K1
321Legacy Capital Wealth Partners, LLC$497K1
322INSIGNEO ADVISORY SERVICES, LLC$490K1
323UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$488K1
324Quantum Portfolio Management LLC$483K1
325Crossmark Global Holdings, Inc.$474K1
326PFG Investments, LLC$472K1
327MUFG Securities EMEA plc$469K1
328TWO SIGMA SECURITIES, LLC$468K1
329QUADRANT CAPITAL GROUP LLC$464K1
330Fiduciary Group, LLC$463K1
331LEVIN CAPITAL STRATEGIES, L.P.$461K1
332Purpose Unlimited Inc.$461K1
333Bridgewater Associates, LP$452K1
334Smith Asset Management Co., LLC$450K1
335Vanderbilt University$442K1
336FOX RUN MANAGEMENT, L.L.C.$436K1
337ADVISORTRUST PARTNERS, LLC$433K1
338Farringdon Capital, Ltd.$431K1
339SAXON INTERESTS, INC.$427K1
340CacheTech Inc.$425K1
341Saudi Central Bank$421K1
342Fifth Third Wealth Advisors LLC$417K1
343MSH Capital Advisors LLC$412K1
344COLDSTREAM CAPITAL MANAGEMENT INC$411K1
345Black Maple Capital Management LP$411K1
346Rehmann Capital Advisory Group$409K1
347Vontobel Holding Ltd.$405K1
348INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$403K1
349ARVEST INVESTMENTS, INC.$402K1
350Alan B Lancz & Associates, Inc.$401K1
351O'SHAUGHNESSY ASSET MANAGEMENT, LLC$385K1
352GTS SECURITIES LLC$384K1
353ISTHMUS PARTNERS, LLC$381K1
354AssuredPartners Investment Advisors, LLC$375K1
355NOMURA HOLDINGS INC$373K1
356Allworth Financial LP$371K1
357NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$365K1
358Cypress Wealth Services, LLC$365K1
359JANE STREET GROUP, LLC$362K1
360Patriot Financial Group Insurance Agency, LLC$355K1
361Moors & Cabot, Inc.$351K1
362Assenagon Asset Management S.A.$350K1
363Robertson Stephens Wealth Management, LLC$347K1
364SIGNATUREFD, LLC$346K1
365Advisory Alpha, LLC$343K1
366Probity Advisors, Inc.$342K1
367WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$339K1
368Blue Trust, Inc.$334K1
369North Dakota State Investment Board$333K1
370DUMONT & BLAKE INVESTMENT ADVISORS LLC$330K1
371Modern Wealth Management, LLC$328K1
372Revisor Wealth Management LLC$323K1
373Alliance Wealth Advisors, LLC$322K1
374MAI Capital Management$322K1
375Manske Wealth Management$319K1
376Beacon Pointe Advisors, LLC$318K1
377Steward Partners Investment Advisory, LLC$316K1
378MUFG SECURITIES AMERICAS INC.$316K1
379NEW WAVE WEALTH ADVISORS LLC$312K1
380SECURIAN ASSET MANAGEMENT, INC$309K1
381SALEM INVESTMENT COUNSELORS INC$294K1
382OSLO PENSJONSFORSIKRING AS$293K1
383Frec Markets, Inc.$290K1
384Twin Tree Management, LP$289K1
385RS CRUM INC.$284K1
386Blake Schutter Theil Wealth Advisors, LLC$273K1
387WCG Wealth Advisors LLC$269K1
388Aspen Wealth Strategies, LLC$266K1
389VICTORY FINANCIAL GROUP, LLC$258K1
390EP Wealth Advisors, LLC$258K1
391Polymer Capital Management (US) LLC$257K1
392Access Investment Management LLC$251K1
393Mariner, LLC$249K1
394Parkside Financial Bank & Trust$247K1
395AlphaStar Capital Management, LLC$246K1
396Adams Wealth Management$245K1
397OneDigital Investment Advisors LLC$245K1
398PATTON FUND MANAGEMENT, INC.$236K1
399Chicago Partners Investment Group LLC$235K1
400Bayforest Capital Ltd$233K1
401Gateway Wealth Partners, LLC$232K1
402J.W. COLE ADVISORS, INC.$232K1
403Vestmark Advisory Solutions, Inc.$227K1
404Perigon Wealth Management, LLC$226K1
405Gilbert & Cook, Inc.$222K1
406BENJAMIN EDWARDS INC$221K1
407Comprehensive Money Management Services LLC$219K1
408KEYNOTE FINANCIAL SERVICES LLC$218K1
409Quarry LP$216K1
410Accurate Wealth Management, LLC$213K1
411BTC Capital Management, Inc.$210K1
412FIDUCIARY TRUST CO$208K1
413TEMA ETFS LLC$207K1
414Aegis Wealth Management LLC$206K1
415Apollon Wealth Management, LLC$206K1
416Impact Partnership Wealth, LLC$202K1
417IRON Financial LLC$202K1
418Carnegie Investment Counsel$200K1
419WOODWARD DIVERSIFIED CAPITAL, LLC$200K1
420Livforsakringsbolaget Skandia, Omsesidigt$196K1
421FLAGSHIP HARBOR ADVISORS, LLC$194K1
422B. Riley Wealth Advisors, Inc.$191K1
423Portside Wealth Group, LLC$191K1
424Callan Family Office, LLC$190K1
425BW Gestao de Investimentos Ltda.$186K1
426BLAIR WILLIAM & CO/IL$183K1
427Transamerica Financial Advisors, LLC$182K1
428Safe Harbor Family Capital, LLC$179K1
429Arax Advisory Partners$178K1
430EVOLVE PRIVATE WEALTH, LLC$177K1
431Silver Lake Group, L.L.C.$176K1
432KESTRA PRIVATE WEALTH SERVICES, LLC$175K1
433COMMERCE BANK$171K1
434TEACHER RETIREMENT SYSTEM OF TEXAS$171K1
435BALYASNY ASSET MANAGEMENT L.P.$170K1
436CLEAR WAVE WEALTH MANAGEMENT LLC$167K1
437OpenArc Corporate Advisory, LLC$166K1
438Bright Futures Wealth Management, LLC.$166K1
439Abel Hall, LLC$165K1
440HOWLAND CAPITAL MANAGEMENT LLC$164K1
441Siemens Fonds Invest GmbH$161K1
442GROUP ONE TRADING LLC$161K1
443Cetera Trust Company, N.A$152K1
444MOTCO$150K1
445Y.D. More Investments Ltd$141K1
446ROYAL LONDON ASSET MANAGEMENT LTD$131K1
447Meramec Financial Planners, LLC$129K1
448Atlantic Union Bankshares Corp$110K1
449Raleigh Capital Management Inc.$99.5K1
450UMB Bank, n.a.$95.6K1
451HALBERT HARGROVE GLOBAL ADVISORS, LLC$89.9K1
452Palouse Capital Management, Inc.$88.4K1
453TOMPKINS FINANCIAL CORP$82.2K1
454Hilltop Holdings Inc.$77.2K1
455SUMMIT SECURITIES GROUP LLC$77.1K1
456Geneos Wealth Management Inc.$75.5K1
457Silvant Capital Management LLC$73.6K1
458Pinnacle Wealth Planning Services, Inc.$72.0K1
459Ritter Daniher Financial Advisory LLC / DE$70.3K1
460BEACON INVESTMENT ADVISORY SERVICES, INC.$60.4K1
461CVA Family Office, LLC$58.5K1
462Smartleaf Asset Management LLC$49.3K1
463Addison Advisors LLC$49.0K1
464FEDERATED HERMES, INC.$47.9K1
465REAP Financial Group, LLC$40.4K1
466Deseret Mutual Benefit Administrators$38.3K1
467DELTA ASSET MANAGEMENT LLC/TN$37.8K1
468Bank Julius Baer & Co. Ltd, Zurich$36.1K1
469Avalon Trust Co$34.4K1
470TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$33.7K1
471CYBER HORNET ETFs LLC$31.3K1
472MATHER GROUP, LLC.$30.6K1
473Advocate Investing Services LLC$26.3K1
474AMERIFLEX GROUP, INC.$25.4K1
475DAGCO, INC.$24.6K1
476CANADA LIFE ASSURANCE Co$23.7K1
477WPG Advisers, LLC$23.6K1
478Larson Financial Group LLC$20.7K1
479JONES FINANCIAL COMPANIES LLLP$20.0K1
480HM PAYSON & CO$17.6K1
481MV CAPITAL MANAGEMENT, INC.$15.3K1
482JPL Wealth Management, LLC$15.0K1
483Clearstead Trust, LLC$13.4K1
484ARMSTRONG ADVISORY GROUP, INC$13.3K1
485CENTRAL TRUST Co$13.0K1
486Crews Bank & Trust$12.8K1
487Financial Perspectives, Inc$11.3K1
488Quaker Wealth Management, LLC$11.2K1
489Wilmington Savings Fund Society, FSB$10.7K1
490Cromwell Holdings LLC$10.5K1
491ENTRUST FINANCIAL LLC$10.5K1
492Sachetta, LLC$10.1K1
493Triumph Capital Management$9.9K1
494Spire Wealth Management$9.8K1
495NEW YORK STATE TEACHERS RETIREMENT SYSTEM$9.4K1
496Key FInancial Inc$9.1K1
497MONTAG A & ASSOCIATES INC$8.5K1
498DUNCKER STREETT & CO INC$8.2K1
499Community Financial Services Group, LLC$8.2K1
500NATIXIS ADVISORS, LLC$7.8K1
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 / 1 sell
Congress net ($ bound)−$13.0K to $29.0K
Filers net (actions)not in build
Filers net ($ 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 DOC

RETAINED WINDOW · ACTIVE HITS
Signal hits naming DOC
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for DOC · financials and macro

Financials — as filed PLANNED

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