Public record / Tickers / DOV

DOV — DOVER Corp

Both disclosure regimes on one name: who in Congress filed about DOV, 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
35
all PTR rows naming DOV
Members · 12m
2
1 buys · 2 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

Rick W. Allen · $15.0K–$50.0K

Purchase · traded 2021-06-15 → filed 2023-08-10. Ranked over every DOV row by the provable lower bound, never a point estimate.

2 members · 1 buys / 2 sells

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

16 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

9 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. 9 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING DOV · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning DOV
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-01-15Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 2025-12-18 +28d$1K–$15K
2026-01-13Julia Letlow R–LA-5SaleTraded 2025-04-11 LATE·277d$1K–$15K
2026-01-13Julia Letlow R–LA-5PurchaseTraded 2024-10-23 LATE·447d$1K–$15K
2025-12-11Julie Johnson D–TX-32Sale · partial · JT (partial sale, jointly owned)Traded 11-13 +28d$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 35 ↗

Members active in DOV

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing DOV 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.
Julie Johnson D–TX-322−$30.0K to −$2.0K4
Alan Armstrong R–OK1$1.0K to $15.0K2

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

Congress ↔ notable managers · DOV

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

Adding
1 Gotham Asset Management $15.9M held
Trimming
1 Bridgewater Associates $307K held

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

Merged timeline of congressional filings and notable-manager moves on DOV
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+20,725 sh
2026-05-15Bridgewater Associates 13Ftrim−15,421 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 DOV for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.1B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.8B1
3STATE STREET CORP$1.4B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$1.3B1
5FMR LLC$990M1
6GEODE CAPITAL MANAGEMENT, LLC$739M1
7Bank of New York Mellon Corp$632M1
8BANK OF AMERICA CORP /DE/$584M1
9MORGAN STANLEY$498M1
10FIRST TRUST ADVISORS LP$467M1
11Nuveen, LLC$413M1
12WELLS FARGO & COMPANY/MN$410M1
13FRANKLIN RESOURCES INC$374M1
14WELLINGTON MANAGEMENT GROUP LLP$367M1
15Fisher Asset Management, LLC$332M1
16DIMENSIONAL FUND ADVISORS LP$329M1
17NORTHERN TRUST CORP$318M1
18AQR CAPITAL MANAGEMENT LLC$303M1
19Invesco Ltd.$302M1
20UBS Group AG$292M1
21MILLENNIUM MANAGEMENT LLC$253M1
22UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$198M1
23HSBC HOLDINGS PLC$187M1
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC$186M1
25Legal & General Group Plc$176M1
26ProShare Advisors LLC$169M1
27Boston Partners$167M1
28VANGUARD FIDUCIARY TRUST CO$158M1
29ADAGE CAPITAL PARTNERS GP, L.L.C.$150M1
30Amundi$142M1
31DIAMOND HILL CAPITAL MANAGEMENT INC$141M1
32AMERICAN CENTURY COMPANIES INC$140M1
33Woodline Partners LP$140M1
34Corient Private Wealth LLC$137M1
35DEUTSCHE BANK AG\$104M1
36BANK OF MONTREAL /CAN/$92.0M1
37Vest Financial, LLC$87.0M1
38Swiss National Bank$83.9M1
39NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$83.5M1
40BARCLAYS PLC$81.6M1
41EARNEST PARTNERS LLC$81.1M1
42WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$72.0M1
43Sumitomo Mitsui Trust Group, Inc.$69.8M1
44AMERIPRISE FINANCIAL INC$69.3M1
45Mitsubishi UFJ Asset Management Co., Ltd.$68.5M1
46VICTORY CAPITAL MANAGEMENT INC$68.0M1
47Vanguard Global Advisers, LLC$61.6M1
48CRAWFORD INVESTMENT COUNSEL INC$55.2M1
49Creative Planning$54.8M1
50BROWN ADVISORY INC$54.0M1
51Alyeska Investment Group, L.P.$52.8M1
52National Pension Service$52.3M1
53BALYASNY ASSET MANAGEMENT L.P.$51.8M1
54CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$51.5M1
55VANGUARD ASSET MANAGEMENT, Ltd$49.9M1
56NOMURA ASSET MANAGEMENT CO LTD$48.2M1
57ROYAL BANK OF CANADA$47.1M1
58LPL Financial LLC$47.0M1
59RAYMOND JAMES FINANCIAL INC$45.9M1
60CITIGROUP INC$44.0M1
61Albar Capital Partners LLP$43.8M1
62Qube Research & Technologies Ltd$42.3M1
63CANADA PENSION PLAN INVESTMENT BOARD$40.8M1
64HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$39.5M1
65TWO SIGMA INVESTMENTS, LP$38.1M1
66NORDEA INVESTMENT MANAGEMENT AB$37.8M1
67ENVESTNET ASSET MANAGEMENT INC$36.4M1
68HighTower Advisors, LLC$36.0M1
69BLAIR WILLIAM & CO/IL$34.9M1
70PRINCIPAL FINANCIAL GROUP INC$33.6M1
71Zurcher Kantonalbank (Zurich Cantonalbank)$32.0M1
72CHILTON CAPITAL MANAGEMENT LLC$31.8M1
73WELCH & FORBES LLC$29.9M1
74Employees Provident Fund Board$29.6M1
75ALLIANCEBERNSTEIN L.P.$29.5M1
76STOREBRAND ASSET MANAGEMENT AS$28.2M1
77Universal- Beteiligungs- und Servicegesellschaft mbH$27.9M1
78SCHRODER INVESTMENT MANAGEMENT GROUP$27.7M1
79Robeco Schweiz AG$27.1M1
80AE Wealth Management LLC$26.7M1
81PFA Pension, Forsikringsaktieselskab$26.2M1
82Henshaw Capital LLC$25.9M1
83MERCER GLOBAL ADVISORS INC /ADV$25.6M1
84Aberdeen Group plc$25.5M1
85Cerity Partners LLC$25.4M1
86M&T BANK CORP$25.4M1
87BNP Paribas Asset Management Holding S.A.$24.9M1
88SCOPUS ASSET MANAGEMENT, L.P.$24.9M1
89AVIVA PLC$24.7M1
90STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$22.9M1
91Rockefeller Capital Management L.P.$22.9M1
92DANSKE BANK A/S$22.2M1
93PARTHENON LLC$21.9M1
94Ceredex Value Advisors LLC$21.6M1
95US BANCORP \DE\$21.0M1
96NATIONAL BANK OF CANADA /FI/$20.4M1
97Asset Advisors Investment Management, LLC$20.3M1
98Allianz Asset Management GmbH$20.1M1
99Kimelman & Baird, LLC$20.0M1
100MANUFACTURERS LIFE INSURANCE COMPANY, THE$19.4M1
101ROYAL LONDON ASSET MANAGEMENT LTD$19.0M1
102HM PAYSON & CO$18.9M1
103Modera Wealth Management, LLC$18.5M1
104JOHNSON INVESTMENT COUNSEL INC$18.5M1
105NEW YORK STATE COMMON RETIREMENT FUND$18.2M1
106STIFEL FINANCIAL CORP$17.3M1
107STATE OF WISCONSIN INVESTMENT BOARD$17.3M1
108Pictet Asset Management Holding SA$17.3M1
109FARMERS & MERCHANTS INVESTMENTS INC$17.1M1
110Verition Fund Management LLC$16.7M1
111PRUDENTIAL FINANCIAL INC$16.7M1
112Assenagon Asset Management S.A.$16.4M1
113Varma Mutual Pension Insurance Co$16.4M1
114Douglass Winthrop Advisors, LLC$16.1M1
115Jain Global LLC$16.1M1
116Gotham Asset Management, LLC$15.9M1
117Stack Financial Management, Inc$15.6M1
118FIFTH THIRD BANCORP$15.2M1
119QRG CAPITAL MANAGEMENT, INC.$15.2M1
120WEDGE CAPITAL MANAGEMENT L L P/NC$14.7M1
121FEDERATED HERMES, INC.$14.5M1
122Chevy Chase Trust Holdings, LLC$14.5M1
123Vanguard Investments Australia, Ltd.$14.4M1
124Baird Financial Group, Inc.$14.1M1
125Kestra Advisory Services, LLC$14.0M1
126KLP KAPITALFORVALTNING AS$14.0M1
127TRITONPOINT WEALTH, LLC$13.7M1
128NORTH POINT PORTFOLIO MANAGERS CORP/OH$13.5M1
129BAHL & GAYNOR INC$13.4M1
130Mariner, LLC$13.4M1
131HFR Wealth Management, LLC$13.1M1
132CITADEL ADVISORS LLC$13.1M1
133Hudson Bay Capital Management LP$12.7M1
134APG Asset Management N.V.$12.7M1
135Tredje AP-fonden$12.7M1
136ING GROEP NV$12.6M1
137NISA INVESTMENT ADVISORS, LLC$12.5M1
138Korea Investment CORP$12.4M1
139TORONTO DOMINION BANK$12.2M1
140Asset Management One Co., Ltd.$12.0M1
141TEACHER RETIREMENT SYSTEM OF TEXAS$11.8M1
142ASSETMARK, INC$11.8M1
143Quantinno Capital Management LP$11.6M1
144Mitsubishi UFJ Trust & Banking Corp$11.6M1
145Leeward Investments, LLC - MA$11.5M1
146GUGGENHEIM CAPITAL LLC$11.2M1
147Resona Asset Management Co.,Ltd.$11.2M1
148Pallas Capital Advisors LLC$11.2M1
149JANE STREET GROUP, LLC$10.9M1
150Candriam S.C.A.$10.9M1
151COMMERCE BANK$10.8M1
152CIBC Bancorp USA Inc.$10.7M1
153GRIFFIN ASSET MANAGEMENT, INC.$10.4M1
154TD ASSET MANAGEMENT INC$10.2M1
155ASR Vermogensbeheer N.V.$10.2M1
156Cresset Asset Management, LLC$10.1M1
157IEQ CAPITAL, LLC$10.1M1
158Man Group plc$9.8M1
159YOUSIF CAPITAL MANAGEMENT, LLC$9.8M1
160Lansforsakringar Fondforvaltning AB (publ)$9.4M1
161MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$9.3M1
162PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$9.2M1
163DnB Asset Management AS$9.0M1
164Clear Harbor Asset Management, LLC$8.9M1
165Shellback Capital, LP$8.9M1
166HUDSON EDGE INVESTMENT PARTNERS INC.$8.8M1
167State of New Jersey Common Pension Fund D$8.8M1
168Walleye Capital LLC$8.7M1
169SEI INVESTMENTS CO$8.6M1
170Regents Gate Capital LLP$8.5M1
171Cetera Investment Advisers$8.5M1
172L & S Advisors Inc$8.4M1
173Swiss Life Asset Management Ltd$8.2M1
174Mirae Asset Global Investments Co., Ltd.$8.2M1
175BECK MACK & OLIVER LLC$8.2M1
176OSAIC HOLDINGS, INC.$8.1M1
177Livforsakringsbolaget Skandia, Omsesidigt$8.0M1
178Dakota Wealth Management$8.0M1
179Arizona State Retirement System$7.8M1
180PITTENGER & ANDERSON INC$7.7M1
181Geneos Wealth Management Inc.$7.7M1
182TRUIST FINANCIAL CORP$7.7M1
183Czech National Bank$7.7M1
184FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$7.6M1
185Cannell & Spears LLC$7.6M1
186&PARTNERS$7.5M1
187SMA Capital LLC$7.5M1
188STATE OF MICHIGAN RETIREMENT SYSTEM$7.3M1
189CWM, LLC$7.2M1
190BALDWIN WEALTH PARTNERS LLC/MA$7.1M1
191NATIXIS$6.8M1
192CIBC Asset Management Inc$6.7M1
193WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6.7M1
194MetLife Investment Management, LLC$6.6M1
195COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$6.5M1
196Cornerstone Wealth Management, LLC$6.5M1
197Lighthouse Investment Partners, LLC$6.3M1
198NISSAY ASSET MANAGEMENT CORP /JAPAN$6.3M1
199Wealthfront Advisers LLC$6.2M1
200KEYBANK NATIONAL ASSOCIATION/OH$6.2M1
201Retirement Systems of Alabama$6.0M1
202COMMONWEALTH EQUITY SERVICES, LLC$6.0M1
203Two Point Capital Management, Inc.$5.9M1
204VOYA INVESTMENT MANAGEMENT LLC$5.9M1
205Ethic Inc.$5.8M1
206MML INVESTORS SERVICES, LLC$5.8M1
207IFM Investors Pty Ltd$5.7M1
208Pathstone Holdings, LLC$5.7M1
209CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$5.6M1
210EVERGREEN CAPITAL MANAGEMENT LLC$5.6M1
211Daiwa Securities Group Inc.$5.6M1
212SEB Asset Management AB$5.6M1
213FIDUCIARY TRUST CO$5.4M1
214REGIONS FINANCIAL CORP$5.4M1
215XPONANCE LLC$5.3M1
216MAI Capital Management$5.3M1
217O'SHAUGHNESSY ASSET MANAGEMENT, LLC$5.1M1
218Brendel Financial Advisors LLC$5.1M1
219SEGALL BRYANT & HAMILL, LLC$5.0M1
220UNITED CAPITAL FINANCIAL ADVISORS, LLC$4.9M1
221Aventail Capital Group, LP$4.8M1
222GRANDFIELD & DODD, LLC$4.8M1
223WESTPAC BANKING CORP$4.8M1
224Vanguard Personalized Indexing Management, LLC$4.8M1
225Eurizon Capital SGR S.p.A.$4.7M1
226EP Wealth Advisors, LLC$4.6M1
227Utah Retirement Systems$4.6M1
228Fideuram Asset Management (Ireland) dac$4.6M1
229PUBLIC SECTOR PENSION INVESTMENT BOARD$4.5M1
230Rockline Wealth Management, LLC$4.4M1
231USS Investment Management Ltd$4.4M1
232Swedbank AB$4.4M1
233Sanctuary Advisors, LLC$4.4M1
234THOMPSON DAVIS & CO., INC.$4.4M1
235Jefferies Financial Group Inc.$4.3M1
236Inspire Investing, LLC$4.3M1
237Focus Partners Wealth$4.2M1
238LOWE BROCKENBROUGH & CO INC$4.2M1
239Sumitomo Mitsui DS Asset Management Company, Ltd$4.2M1
240NEW YORK LIFE INVESTMENT MANAGEMENT LLC$4.2M1
241Rakuten Investment Management, Inc.$4.1M1
242NEOS Investment Management LLC$4.1M1
243PATTON ALBERTSON MILLER GROUP, LLC$4.1M1
244SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.0M1
245Allspring Global Investments Holdings, LLC$4.0M1
246MACKENZIE FINANCIAL CORP$4.0M1
247GARDNER RUSSO & QUINN LLC$4.0M1
248BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.9M1
249NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.9M1
250Zurich Insurance Group Ltd/FI$3.9M1
251BURNEY CO/$3.9M1
252Fisher Funds Management LTD$3.9M1
253D. E. Shaw & Co., Inc.$3.9M1
254Oak Thistle LLC$3.9M1
255BANK OF NOVA SCOTIA$3.8M1
256Tidal Investments LLC$3.8M1
257GLENMEDE TRUST CO NA$3.6M1
258HARMONY ASSET MANAGEMENT LLC$3.6M1
259Janus Henderson Group Ltd.$3.6M1
260Generali Asset Management SPA SGR$3.6M1
261Meiji Yasuda Asset Management Co Ltd.$3.5M1
262NewEdge Advisors, LLC$3.4M1
263Genus Capital Management Inc.$3.4M1
264OP Asset Management Ltd$3.4M1
265AZZAD ASSET MANAGEMENT INC /ADV$3.3M1
266Andra AP-fonden$3.3M1
267Ensign Peak Advisors, Inc$3.2M1
268OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.2M1
269ROCKLAND TRUST CO$3.2M1
270Summit Trail Advisors, LLC$3.2M1
271CREDIT AGRICOLE S A$3.1M1
272Robeco Institutional Asset Management B.V.$3.1M1
273UniSuper Management Pty Ltd$3.1M1
274Bank Julius Baer & Co. Ltd, Zurich$3.0M1
275MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.0M1
276OPPENHEIMER & CO INC$3.0M1
277Private Advisor Group, LLC$3.0M1
278Avanza Fonder AB$3.0M1
279Edgestream Partners, L.P.$3.0M1
280BBR PARTNERS, LLC$2.9M1
281MACQUARIE GROUP LTD$2.9M1
282Vestmark Advisory Solutions, Inc.$2.9M1
283Lido Advisors, LLC$2.8M1
284Vontobel Holding Ltd.$2.7M1
285Holocene Advisors, LP$2.7M1
286CFS Investment Advisory Services, LLC$2.7M1
287Polymer Capital Management (US) LLC$2.5M1
288ABN AMRO INVESTMENT SOLUTIONS$2.5M1
289WealthPlan Investment Management, LLC$2.5M1
290ALPS ADVISORS INC$2.5M1
291HARRIS ASSOCIATES L P$2.5M1
292Farringdon Capital, Ltd.$2.5M1
293Gradient Investments LLC$2.5M1
294TOUNJIAN ADVISORY PARTNERS, LLC$2.4M1
295Empowered Funds, LLC$2.4M1
296PIER 88 INVESTMENT PARTNERS LLC$2.4M1
297DUNCKER STREETT & CO INC$2.4M1
298HB Wealth Management, LLC$2.3M1
299UMB Bank, n.a.$2.3M1
300Grantham, Mayo, Van Otterloo & Co. LLC$2.3M1
301ICW Investment Advisors LLC$2.2M1
302Texas Yale Capital Corp.$2.2M1
303Meridian Wealth Advisors, LLC$2.1M1
304KESTRA PRIVATE WEALTH SERVICES, LLC$2.1M1
305Atria Investments, Inc$2.1M1
306Investment Management Corp of Ontario$2.1M1
307Merit Financial Group, LLC$2.0M1
308B. Metzler seel. Sohn & Co. AG$2.0M1
309Y-Intercept (Hong Kong) Ltd$2.0M1
310Harfst & Associates, Inc.$2.0M1
311ALLIANZ SE$1.9M1
312Choate Investment Advisors$1.9M1
313Steward Partners Investment Advisory, LLC$1.9M1
314PANAGORA ASSET MANAGEMENT INC$1.9M1
315INDEPENDENT FINANCIAL GROUP, LLC$1.9M1
316Stratos Wealth Partners, LTD.$1.8M1
317Sustainable Insight Capital Management, LLC$1.8M1
318Rafferty Asset Management, LLC$1.8M1
319Norinchukin Bank, The$1.7M1
320Glenview Trust Co$1.7M1
321Evelyn Partners Investment Management LLP$1.7M1
322Rehmann Capital Advisory Group$1.7M1
323OMERS ADMINISTRATION Corp$1.7M1
324MIZUHO SECURITIES USA LLC$1.7M1
325Convergence Financial, LLC$1.7M1
326CVFG LLC$1.7M1
327EADS & HEALD WEALTH MANAGEMENT$1.6M1
3281832 Asset Management L.P.$1.6M1
329DT Investment Partners, LLC$1.6M1
330Vident Advisory, LLC$1.6M1
331WealthPLAN Partners, LLC$1.6M1
332HARTFORD INVESTMENT MANAGEMENT CO$1.6M1
333Numerai GP LLC$1.6M1
334PINNACLE ASSOCIATES LTD$1.6M1
335MISSION WEALTH MANAGEMENT, LP$1.6M1
336Orion Porfolio Solutions, LLC$1.6M1
337TOCQUEVILLE ASSET MANAGEMENT L.P.$1.6M1
338Ameritas Investment Partners, Inc.$1.6M1
339Birch Hill Investment Advisors LLC$1.6M1
340Dai-ichi Life Insurance Company, Ltd$1.6M1
341Graham Capital Management, L.P.$1.6M1
342KANAWHA CAPITAL MANAGEMENT LLC$1.6M1
343Federation des caisses Desjardins du Quebec$1.5M1
344JGP Wealth Management, LLC$1.5M1
345Envestnet Portfolio Solutions, Inc.$1.5M1
346AG2R LA MONDIALE GESTION D'ACTIFS$1.5M1
347GHP Investment Advisors, Inc.$1.5M1
348Dana Investment Advisors, Inc.$1.5M1
349Wealthspire Advisors, LLC$1.5M1
350Banque Cantonale Vaudoise$1.4M1
351Etesian Wealth Advisors, Inc.$1.4M1
352KORNITZER CAPITAL MANAGEMENT INC /KS$1.4M1
353Signature Wealth Management Partners, LLC$1.4M1
354Maryland State Retirement & Pension System$1.4M1
355CIBC WORLD MARKET INC.$1.4M1
356Evercore Wealth Management, LLC$1.4M1
357Focus Partners Advisor Solutions, LLC$1.4M1
358Independent Advisor Alliance$1.4M1
359NOVEM GROUP$1.3M1
360Apollon Wealth Management, LLC$1.3M1
361Silvant Capital Management LLC$1.3M1
362NICOLET BANKSHARES INC$1.3M1
363CI INVESTMENTS INC.$1.3M1
364Summit Financial, LLC$1.3M1
365Town & Country Bank & Trust CO dba First Bankers Trust CO$1.3M1
366NewEdge Wealth, LLC$1.3M1
367Pettee Investors, Inc.$1.2M1
368Bull Harbor Capital LLC$1.2M1
369Crossmark Global Holdings, Inc.$1.2M1
370Quantum Portfolio Management LLC$1.2M1
371DAVENPORT & Co LLC$1.2M1
372RICE HALL JAMES & ASSOCIATES, LLC$1.2M1
373GREENLEAF TRUST$1.2M1
374Savant Capital, LLC$1.2M1
375Willis Johnson & Associates, Inc.$1.2M1
376Crews Bank & Trust$1.2M1
377MUFG Securities EMEA plc$1.2M1
378TOKIO MARINE ASSET MANAGEMENT CO LTD$1.2M1
379MARCO INVESTMENT MANAGEMENT LLC$1.1M1
380QUADRANT CAPITAL GROUP LLC$1.1M1
381BARTLETT & CO. WEALTH MANAGEMENT LLC$1.1M1
382Sequoia Financial Advisors, LLC$1.1M1
383Patrick Mauro Investment Advisor, INC.$1.1M1
384Laird Norton Wetherby Trust Company, LLC$1.1M1
385Patten Group, Inc.$1.1M1
386Saudi Central Bank$1.1M1
387WOLVERINE ASSET MANAGEMENT LLC$1.0M1
388Haverford Trust Co$1.0M1
389CHOREO, LLC$1.0M1
390Marshall Financial Group, LLC$1.0M1
391Avestar Capital, LLC$1.0M1
392Sterling Capital Management LLC$1.0M1
393Curi Capital, LLC$1.0M1
394Waverly Advisors, LLC$1.0M1
395Empirical Finance, LLC$1.0M1
396Lombard Odier Asset Management (Switzerland) SA$1.0M1
397SALEM INVESTMENT COUNSELORS INC$990K1
398COLDSTREAM CAPITAL MANAGEMENT INC$984K1
399TritonPoint Partners, LLC$980K1
400RWA WEALTH PARTNERS, LLC$979K1
401NOMURA HOLDINGS INC$966K1
402Brevan Howard Capital Management LP$960K1
403BSW Wealth Partners$952K1
404EVOLVE PRIVATE WEALTH, LLC$951K1
405Harbour Trust & Investment Management Co$944K1
406E. Ohman J:or Asset Management AB$935K1
407Stenger Family Office, LLC$934K1
408FLPUTNAM INVESTMENT MANAGEMENT CO$930K1
409Frec Markets, Inc.$926K1
410INTECH INVESTMENT MANAGEMENT LLC$915K1
411SummitTX Capital, L.P.$910K1
412NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$899K1
413Allworth Financial LP$895K1
414GATEWAY INVESTMENT ADVISERS LLC$892K1
415BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$878K1
416Krilogy Financial LLC$875K1
417Beacon Pointe Advisors, LLC$874K1
418Concurrent Investment Advisors, LLC$872K1
419Brookstone Capital Management$869K1
420World Investment Advisors$864K1
421Mutual Advisors, LLC$854K1
422BOOTHBAY FUND MANAGEMENT, LLC$853K1
423SIGNATUREFD, LLC$852K1
424Voleon Capital Management LP$846K1
425Valmark Advisers, Inc.$843K1
426Fortune 45 LLC$830K1
427TWO SIGMA SECURITIES, LLC$825K1
428Baader Bank Aktiengesellschaft$824K1
429North Dakota State Investment Board$817K1
430Auto-Owners Insurance Co$813K1
431Metis Global Partners, LLC$808K1
432Congress Park Capital LLC$800K1
433Brooklyn Investment Group$791K1
434MUFG SECURITIES AMERICAS INC.$778K1
435GC Wealth Management RIA, LLC$774K1
436SECURIAN ASSET MANAGEMENT, INC$767K1
437IHT Wealth Management, LLC$759K1
438Phocas Financial Corp.$754K1
439Caerus Investment Advisors, LLC$752K1
440FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$749K1
441Squarepoint Ops LLC$747K1
442Concentric Capital Strategies, LP$736K1
443NORTH STAR ASSET MANAGEMENT INC$732K1
444TCTC Holdings, LLC$730K1
445Index Technologies Group LLC$729K1
446PATTEN & PATTEN INC/TN$719K1
447CITIZENS FINANCIAL GROUP INC/RI$718K1
448PRINCIPAL SECURITIES, INC.$717K1
449TRUST CO OF TOLEDO NA /OH/$714K1
450Clearstead Advisors, LLC$711K1
451Kovack Advisors, Inc.$695K1
452GUERRA PAN ADVISORS, LLC$692K1
453Revisor Wealth Management LLC$691K1
454Capital Planning Advisors, LLC$682K1
455TECTONIC ADVISORS LLC$681K1
456MATHER GROUP, LLC.$670K1
457LAZARD ASSET MANAGEMENT LLC$669K1
458Pinnacle Wealth Management Advisory Group, LLC$667K1
459MOODY LYNN LIEBERSON & WALKER, LLC$667K1
460WEALTH ALLIANCE, LLC$664K1
461CARDIFF PARK ADVISORS, LLC$656K1
462Snowden Capital Advisors LLC$654K1
463GROUP ONE TRADING LLC$650K1
464Meeder Advisory Services, Inc.$642K1
465Center for Financial Planning, Inc.$641K1
466Siemens Fonds Invest GmbH$637K1
467BIP Wealth, LLC$633K1
468Vinva Investment Management Ltd$629K1
469WADDELL & ASSOCIATES, LLC$629K1
470State of Wyoming$627K1
471Canada Post Corp Registered Pension Plan$625K1
472LVZ, Inc.$620K1
473First City Capital Management, Inc.$616K1
474Prudent Man Advisors, LLC$615K1
475MONTAG A & ASSOCIATES INC$607K1
476Global X Japan Co., Ltd.$601K1
477KEATING INVESTMENT COUNSELORS INC$599K1
478Wedmont Private Capital$585K1
479SAGESPRING WEALTH PARTNERS, LLC$581K1
480D.A. DAVIDSON & CO.$580K1
481SageOak Financial, LLC$569K1
482Stonehage Fleming Financial Services Holdings Ltd$567K1
483Mill Creek Capital Advisors, LLC$565K1
484Aristotle Capital Management, LLC$542K1
485RED REEF ADVISORS LLC$539K1
486Callan Family Office, LLC$538K1
487SAPIENT CAPITAL LLC$537K1
488Keebeck Wealth Management$534K1
489Allred Capital Management, LLC$533K1
490US Asset Management LLC$531K1
491KFA Private Wealth Group, LLC$525K1
492Ashton Thomas Private Wealth, LLC$524K1
493Annex Advisory Services, LLC$519K1
494Measured Wealth Private Client Group, LLC$509K1
495Frank, Rimerman Advisors LLC$508K1
496TEMA ETFS LLC$502K1
497Qtron Investments LLC$499K1
498TCV Trust & Wealth Management, Inc.$499K1
499BARLOW WEALTH PARTNERS, LLC$497K1
500Trifecta Capital Advisors, LLC$495K1
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 / 2 sell
Congress net ($ bound)−$29.0K to $13.0K
Filers net (actions)not in build
Filers net ($ 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 DOV

RETAINED WINDOW · ACTIVE HITS
Signal hits naming DOV
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 DOV · financials and macro

Financials — as filed PLANNED

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