Public record / Tickers / DOX

DOX — AMDOCS LTD

Both disclosure regimes on one name: who in Congress filed about DOX, 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
24
all PTR rows naming DOX
Members · 12m
2
0 buys · 6 sells · by trade date
Latest PTR
12-15
filed 2025-12-15
13F holders
431
top-431 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

Gilbert Ray Cisneros, Jr. · $15.0K–$50.0K

Sale · traded 2025-11-12 → filed 2025-12-15. Ranked over every DOX row by the provable lower bound, never a point estimate.

2 members · 0 buys / 6 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

11 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. 11 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING DOX · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning DOX
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 11-12 +33d$15K–$50K
2025-11-18Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 10-15 +34d$1K–$15K
2025-10-10Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 10-01 +9d$1K–$15K
2025-10-10Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 09-30 +10d$1K–$15K
2025-10-10Val T. Hoyle D–OR-4Sale · SP (spouse-owned)Traded 09-23 +17d$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 24 ↗

Members active in DOX

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing DOX 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-315−$110K to −$19.0K2
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

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

Congress ↔ notable managers · DOX

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

Congress · last 90 days

Buyers
0
Sellers
0

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

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $20.6M held
Trimming
1 Bridgewater Associates $0 held

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

Merged timeline of congressional filings and notable-manager moves on DOX
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+13,725 sh
2026-05-15Bridgewater Associates 13Fexit−249,195 sh

2 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 DOX for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1PZENA INVESTMENT MANAGEMENT LLC$828M1
2FMR LLC$745M1
3BRANDES INVESTMENT PARTNERS, LP$304M1
4DIMENSIONAL FUND ADVISORS LP$226M1
5BlackRock, Inc.$219M1
6VANGUARD PORTFOLIO MANAGEMENT LLC$179M1
7FEDERATED HERMES, INC.$177M1
8AQR CAPITAL MANAGEMENT LLC$148M1
9WELLINGTON MANAGEMENT GROUP LLP$142M1
10NORDEA INVESTMENT MANAGEMENT AB$135M1
11GEODE CAPITAL MANAGEMENT, LLC$133M1
12DigitalBridge Group, Inc.$96.2M1
13AMERICAN CENTURY COMPANIES INC$95.6M1
14STATE STREET CORP$94.9M1
15MORGAN STANLEY$90.0M1
16STIFEL FINANCIAL CORP$84.0M1
17BANK OF AMERICA CORP /DE/$82.4M1
18NORTHERN TRUST CORP$78.1M1
19HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$75.8M1
20CRAWFORD INVESTMENT COUNSEL INC$73.8M1
21FIRST TRUST ADVISORS LP$70.3M1
22ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$58.5M1
23Robeco Institutional Asset Management B.V.$52.6M1
24UBS Group AG$45.5M1
25NEW YORK STATE COMMON RETIREMENT FUND$44.0M1
26PRINCIPAL FINANCIAL GROUP INC$42.2M1
27DEUTSCHE BANK AG\$41.4M1
28SEI INVESTMENTS CO$37.2M1
29SEIZERT CAPITAL PARTNERS, LLC$33.8M1
30RAYMOND JAMES FINANCIAL INC$32.5M1
31ROYAL BANK OF CANADA$29.1M1
32D. E. Shaw & Co., Inc.$28.7M1
33BOOTHBAY FUND MANAGEMENT, LLC$25.2M1
34Invesco Ltd.$25.0M1
35Allianz Asset Management GmbH$24.6M1
36Nuveen, LLC$24.1M1
37Arbejdsmarkedets Tillaegspension$23.1M1
38Legal & General Group Plc$23.1M1
39FRANKLIN RESOURCES INC$22.7M1
40MASSACHUSETTS FINANCIAL SERVICES CO /MA/$22.5M1
41UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$22.0M1
42Gotham Asset Management, LLC$20.6M1
43WELLS FARGO & COMPANY/MN$19.6M1
44Qube Research & Technologies Ltd$19.6M1
45ENVESTNET ASSET MANAGEMENT INC$19.2M1
46RENAISSANCE TECHNOLOGIES LLC$19.0M1
47Bank of New York Mellon Corp$18.7M1
48Walleye Capital LLC$18.2M1
49BANK OF MONTREAL /CAN/$17.7M1
50Aberdeen Group plc$17.5M1
51WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$17.3M1
52CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$17.0M1
53CHARLES SCHWAB INVESTMENT MANAGEMENT INC$16.8M1
54TWO SIGMA INVESTMENTS, LP$16.8M1
55WESTWOOD HOLDINGS GROUP INC$16.2M1
56RICE HALL JAMES & ASSOCIATES, LLC$15.5M1
57Woodline Partners LP$15.2M1
58Distillate Capital Partners LLC$14.7M1
59BANK OF NOVA SCOTIA$14.4M1
60TD Waterhouse Canada Inc.$14.1M1
61Quantinno Capital Management LP$14.1M1
62ALPS ADVISORS INC$13.9M1
63TD ASSET MANAGEMENT INC$13.7M1
64VOLORIDGE INVESTMENT MANAGEMENT, LLC$13.5M1
65CITADEL ADVISORS LLC$13.3M1
66Running Oak Capital LLC$12.7M1
67Talaria Asset Management Pty Ltd$12.3M1
68MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$12.1M1
69ExodusPoint Capital Management, LP$12.1M1
70LPL Financial LLC$10.5M1
71Polar Capital Holdings Plc$10.4M1
72GW HENSSLER & ASSOCIATES LTD$9.8M1
73Artisan Partners Limited Partnership$9.2M1
74Crossmark Global Holdings, Inc.$9.0M1
75GLENMEDE TRUST CO NA$8.6M1
76Illinois Municipal Retirement Fund$8.2M1
77CWM, LLC$8.1M1
78OCCUDO QUANTITATIVE STRATEGIES LP$7.5M1
79STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$7.3M1
80Tidal Investments LLC$7.0M1
81GHP Investment Advisors, Inc.$6.7M1
82HSBC HOLDINGS PLC$6.5M1
83Diversified Trust Co$6.4M1
84Kingsview Wealth Management, LLC$6.0M1
85CITIGROUP INC$5.7M1
86NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$5.6M1
87Creative Planning$5.6M1
88CI INVESTMENTS INC.$5.4M1
89ALLIANCEBERNSTEIN L.P.$5.3M1
90Marks Group Wealth Management, Inc$5.0M1
91VANGUARD CAPITAL MANAGEMENT LLC$5.0M1
92Man Group plc$4.8M1
93MARTIN & CO INC /TN/$4.4M1
94Universal- Beteiligungs- und Servicegesellschaft mbH$4.3M1
95COMMERCE BANK$4.2M1
96Ruffer LLP$4.1M1
97MACKENZIE FINANCIAL CORP$4.0M1
98Y-Intercept (Hong Kong) Ltd$4.0M1
99LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$3.9M1
100WASATCH ADVISORS LP$3.9M1
101Corient Private Wealth LLC$3.8M1
102OPPENHEIMER & CO INC$3.8M1
103Schonfeld Strategic Advisors LLC$3.5M1
104Ashton Thomas Private Wealth, LLC$3.5M1
105Edgestream Partners, L.P.$3.3M1
106Strategic Global Advisors, LLC$3.2M1
107Vestmark Advisory Solutions, Inc.$3.2M1
108Vanguard Global Advisers, LLC$3.0M1
109Point72 Asset Management, L.P.$3.0M1
110FULLER & THALER ASSET MANAGEMENT, INC.$2.9M1
111Baird Financial Group, Inc.$2.9M1
112DIVIDEND ASSETS CAPITAL, LLC$2.9M1
113Hixon Zuercher, LLC$2.8M1
114Orion Porfolio Solutions, LLC$2.8M1
115Empowered Funds, LLC$2.7M1
116Ironwood Investment Counsel, LLC$2.5M1
117Cetera Investment Advisers$2.5M1
118SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.4M1
119Cerity Partners LLC$2.3M1
120LAZARD ASSET MANAGEMENT LLC$2.2M1
121CLARK ESTATES INC/NY$2.2M1
122USS Investment Management Ltd$2.2M1
123Summit Trail Advisors, LLC$2.1M1
124TRUIST FINANCIAL CORP$2.0M1
125Hilton Capital Management, LLC$1.9M1
126Two Point Capital Management, Inc.$1.8M1
127Sanctuary Advisors, LLC$1.8M1
128Magnetar Financial LLC$1.7M1
129GUGGENHEIM CAPITAL LLC$1.7M1
130Numerai GP LLC$1.7M1
131Banque Cantonale Vaudoise$1.7M1
132VANGUARD ASSET MANAGEMENT, Ltd$1.6M1
133EDMP, INC.$1.5M1
134Amundi$1.5M1
135Range Financial Group LLC$1.4M1
136Advisors Asset Management, Inc.$1.4M1
137Atria Investments, Inc$1.4M1
138MILLENNIUM MANAGEMENT LLC$1.4M1
139FIRST MANHATTAN CO. LLC.$1.2M1
140Callan Family Office, LLC$1.2M1
141Arax Advisory Partners$1.2M1
142Voleon Capital Management LP$1.2M1
143AIMZ Investment Advisors, LLC$1.2M1
144M&T BANK CORP$1.1M1
145Pathstone Holdings, LLC$1.1M1
146Vident Advisory, LLC$1.1M1
147CSS LLC/IL$1.1M1
148JACOBS LEVY EQUITY MANAGEMENT, INC$1.0M1
149Cauble & Harre Wealth Management, Inc.$1.0M1
150BURNEY CO/$1000K1
151O'SHAUGHNESSY ASSET MANAGEMENT, LLC$998K1
152Rehmann Capital Advisory Group$967K1
153Total Wealth Planning & Management, Inc.$956K1
154Ethic Inc.$949K1
155Vest Financial, LLC$926K1
156Hilltop Holdings Inc.$915K1
157HighTower Advisors, LLC$902K1
158Vanguard Personalized Indexing Management, LLC$852K1
159MANUFACTURERS LIFE INSURANCE COMPANY, THE$842K1
160VANGUARD FIDUCIARY TRUST CO$840K1
161Bleakley Financial Group, LLC$838K1
162VOYA INVESTMENT MANAGEMENT LLC$824K1
163Hennion & Walsh Asset Management, Inc.$818K1
164BROWN ADVISORY INC$807K1
165US BANCORP \DE\$783K1
166Mirae Asset Global Investments Co., Ltd.$754K1
167MONEY CONCEPTS CAPITAL CORP$673K1
168Inspire Investing, LLC$672K1
169AFFINITY INVESTMENT ADVISORS, LLC$664K1
170MERCER GLOBAL ADVISORS INC /ADV$663K1
171TWO SIGMA SECURITIES, LLC$660K1
172OSAIC HOLDINGS, INC.$657K1
173SEB Asset Management AB$647K1
174Brevan Howard Capital Management LP$638K1
175&PARTNERS$629K1
176CANADA PENSION PLAN INVESTMENT BOARD$626K1
177Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$613K1
178Jefferies Financial Group Inc.$610K1
179Sowell Financial Services LLC$598K1
180CIBC Bancorp USA Inc.$591K1
181Chevy Chase Trust Holdings, LLC$581K1
182MQS Management LLC$565K1
183Headlands Technologies LLC$559K1
184DENALI ADVISORS LLC$542K1
185Impact Partnership Wealth, LLC$534K1
186Sylvest Advisors, LLC$528K1
187XPONANCE LLC$508K1
188EP Wealth Advisors, LLC$493K1
189Storgate, LLC$486K1
190Redmond Asset Management, LLC$484K1
191Walleye Trading LLC$458K1
192Watershed Asset Management, L.L.C.$444K1
193Merit Financial Group, LLC$441K1
194CATALYST FINANCIAL PARTNERS LLC$440K1
195Severin Investments, LLC$439K1
196EVERGREEN CAPITAL MANAGEMENT LLC$429K1
197Inscription Capital, LLC$428K1
198Trivium Point Advisory, LLC$424K1
199Sequoia Financial Advisors, LLC$420K1
200Concurrent Investment Advisors, LLC$411K1
201Morningstar Investment Management LLC$403K1
202SummitTX Capital, L.P.$392K1
203ISTHMUS PARTNERS, LLC$384K1
204EXCALIBUR MANAGEMENT CORP$370K1
205Utah Retirement Systems$368K1
206SANDERS MORRIS HARRIS LLC$359K1
207Engineers Gate Manager LP$358K1
208Oak Thistle LLC$357K1
209MIRABELLA FINANCIAL SERVICES LLP$353K1
210Tower Research Capital LLC (TRC)$351K1
211CHILDRESS CAPITAL ADVISORS, LLC$346K1
212Maryland State Retirement & Pension System$342K1
213EARNED WEALTH ADVISORS, LLC$338K1
214Intrepid Financial Planning Group LLC$336K1
215FORA Capital, LLC$331K1
216J. Goldman & Co LP$324K1
217RITHOLTZ WEALTH MANAGEMENT$322K1
218Mutual Advisors, LLC$322K1
219Aviso Financial Inc.$315K1
220Private Advisor Group, LLC$308K1
221Federation des caisses Desjardins du Quebec$308K1
222Ifrah Financial Services, Inc.$304K1
223Tempus Wealth Planning, LLC$297K1
224FULTON BANK, N.A.$281K1
225Lansforsakringar Fondforvaltning AB (publ)$279K1
226UNITED CAPITAL FINANCIAL ADVISORS, LLC$261K1
227Frec Markets, Inc.$259K1
228XTX Topco Ltd$250K1
229D.A. DAVIDSON & CO.$245K1
230Torrey Growth & Income Advisors$242K1
231NorthCrest Asset Manangement, LLC$242K1
232CIBC Asset Management Inc$241K1
233GREAT VALLEY ADVISOR GROUP, INC.$237K1
234Abel Hall, LLC$232K1
235Grant Private Wealth Management Inc$230K1
236Machina Capital S.A.S.$229K1
237IQ EQ FUND MANAGEMENT (IRELAND) Ltd$227K1
238AE Wealth Management LLC$225K1
239BLAIR WILLIAM & CO/IL$223K1
240COMMONWEALTH EQUITY SERVICES, LLC$222K1
241Aster Capital Management (DIFC) Ltd$221K1
242Aristides Capital LLC$218K1
243CITIZENS FINANCIAL GROUP INC/RI$217K1
244denkapparat Operations GmbH$212K1
245Laird Norton Wetherby Trust Company, LLC$211K1
246Allworth Financial LP$209K1
247GeoWealth Management, LLC$208K1
248Perigon Wealth Management, LLC$208K1
249North Dakota State Investment Board$207K1
250SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$204K1
251New Vernon Capital Holdings II LLC$200K1
252Johnson Financial Group, Inc.$187K1
253Aquatic Capital Management LLC$180K1
254CENTRAL TRUST Co$169K1
255BNP Paribas Asset Management Holding S.A.$169K1
256Asset Management One Co., Ltd.$162K1
257Transamerica Financial Advisors, LLC$157K1
258NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$144K1
259Rockefeller Capital Management L.P.$144K1
260SIGNATUREFD, LLC$140K1
261MAI Capital Management$123K1
262MetLife Investment Management, LLC$114K1
263NOMURA ASSET MANAGEMENT CO LTD$111K1
264State of Wyoming$103K1
265Eurizon Capital SGR S.p.A.$100K1
266Bank Julius Baer & Co. Ltd, Zurich$98.9K1
267Manchester Capital Management LLC$78.3K1
268Steward Partners Investment Advisory, LLC$73.7K1
269WPG Advisers, LLC$64.8K1
270SALEM INVESTMENT COUNSELORS INC$62.1K1
271QUADRANT CAPITAL GROUP LLC$53.3K1
272MidFirst Bank$43.9K1
273Blue Trust, Inc.$40.7K1
274Deseret Mutual Benefit Administrators$38.6K1
275ACADIAN ASSET MANAGEMENT LLC$36.1K1
276Central Pacific Bank - Trust Division$34.1K1
277GROUP ONE TRADING LLC$29.8K1
278Atlantic Union Bankshares Corp$29.3K1
279CVA Family Office, LLC$27.9K1
280WealthCollab, LLC$23.6K1
281Spire Wealth Management$18.7K1
282Mitsubishi UFJ Asset Management Co., Ltd.$18.1K1
283Trifecta Capital Advisors, LLC$17.9K1
284Treasurer of the State of North Carolina$17.7K1
285Owl Creek Wealth Partners LLC$17.6K1
286Larson Financial Group LLC$16.9K1
287ENTRUST FINANCIAL LLC$15.8K1
288Wilmington Savings Fund Society, FSB$15.0K1
289Parkside Financial Bank & Trust$14.0K1
290Quarry LP$12.7K1
291Wealth Enhancement Trust Services, Inc.$11.9K1
292Addison Advisors LLC$11.7K1
293FINANCIAL CONSULATE, INC$11.4K1
294Smartleaf Asset Management LLC$10.8K1
295VALUE HOLDINGS MANAGEMENT CO. LLC$9.3K1
296Penserra Capital Management LLC$8.9K1
297Pinnacle Wealth Planning Services, Inc.$8.4K1
298Keating Financial Advisory Services, Inc.$8.3K1
299First Pacific Financial$7.8K1
300State of Alaska, Department of Revenue$7.4K1
301True Wealth Design, LLC$7.1K1
302DekaBank Deutsche Girozentrale$7.1K1
303MV CAPITAL MANAGEMENT, INC.$6.1K1
304ASSETMARK, INC$5.6K1
305Sachetta, LLC$4.4K1
306Signature Equity Partners, LLC$3.8K1
307WEBSTER BANK, N. A.$3.3K1
308Purpose Unlimited Inc.$3.2K1
309Altshuler Shaham Ltd$2.7K1
310JFS WEALTH ADVISORS, LLC$2.7K1
311Acumen Wealth Advisors, LLC$2.6K1
312C WorldWide Group Holding A/S$2.5K1
313UMB Bank, n.a.$2.4K1
314Intentional Wealth Strategies, LLC$2.4K1
315Bell Investment Advisors, Inc$2.4K1
316VAN ECK ASSOCIATES CORP$2.3K1
317CANADA LIFE ASSURANCE Co$2.3K1
318Activest Wealth Management$2.2K1
319MATHER GROUP, LLC.$1.8K1
320Cassaday & Co Wealth Management LLC$1.8K1
321Sunrise Financial Services, LLC$1.4K1
322CALDWELL SUTTER CAPITAL, INC.$1.4K1
323GSA CAPITAL PARTNERS LLP$1.4K1
324Cromwell Holdings LLC$1.3K1
325ALBION FINANCIAL GROUP /UT$1.2K1
326Twin Tree Management, LP$1.2K1
327HM PAYSON & CO$1.1K1
328Triumph Capital Management$1.1K1
329Private Wealth Management Group, LLC$9791
330PICTON MAHONEY ASSET MANAGEMENT$8481
331DiNuzzo Private Wealth, Inc.$7181
332NEW YORK STATE TEACHERS RETIREMENT SYSTEM$6581
333SHP Wealth Management$3921
334Optiver Holding B.V.$3921
335Valued Wealth Advisors LLC$3301
336Frazier Financial Advisors, LLC$3271
337American Capital Advisory, LLC$3271
338HFM Investment Advisors, LLC$1961
339FIFTH THIRD BANCORP$1311
340Quaker Wealth Management, LLC$1311
341Vermillion Wealth Management, Inc.$1311
342BOK Financial Private Wealth, Inc.$971
343SJS Investment Consulting Inc.$661
344Rialto Wealth Management, LLC$661
345Rakuten Securities, Inc.$651
346Capital Analysts, LLC$161
347Avion Wealth$01
348VANGUARD GROUP INC$01
349ROMANO BROTHERS AND COMPANY$01
350MJP ASSOCIATES INC /ADV$01
351BAILARD, INC.$01
352HOWE & RUSLING INC$01
353HARBOUR INVESTMENTS, INC.$01
354JOHNSON INVESTMENT COUNSEL INC$01
355CAMBIAR INVESTORS LLC$01
356Brandywine Global Investment Management, LLC$01
357PRUDENTIAL PLC$01
358CIBC WORLD MARKETS CORP$01
359ICON ADVISERS INC/CO$01
360TODD ASSET MANAGEMENT LLC$01
361COLDSTREAM CAPITAL MANAGEMENT INC$01
362INTECH INVESTMENT MANAGEMENT LLC$01
363SAWGRASS ASSET MANAGEMENT LLC$01
364GATEWAY INVESTMENT ADVISERS LLC$01
365PRUDENTIAL FINANCIAL INC$01
366CREDIT AGRICOLE S A$01
367BALYASNY ASSET MANAGEMENT L.P.$01
368ALPINE WOODS CAPITAL INVESTORS, LLC$01
369AMERICAN NATIONAL BANK & TRUST$01
370REGIONS FINANCIAL CORP$01
371CIBC Private Wealth Group LLC$01
372Graham Capital Management, L.P.$01
373SCOTIA CAPITAL INC.$01
374Clearbridge Investments, LLC$01
375Bridgewater Associates, LP$01
376PUBLIC SECTOR PENSION INVESTMENT BOARD$01
377MACQUARIE GROUP LTD$01
378CAPSTONE INVESTMENT ADVISORS, LLC$01
379Alyeska Investment Group, L.P.$01
380Verition Fund Management LLC$01
381HRT FINANCIAL LP$01
382TWO SIGMA ADVISERS, LP$01
383HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$01
384Formidable Asset Management, LLC$01
385JANE STREET GROUP, LLC$01
386Silver Lake Advisory, LLC$01
387Connor, Clark & Lunn Investment Management Ltd.$01
388Archford Capital Strategies, LLC$01
389Trexquant Investment LP$01
390USA FINANCIAL FORMULAS$01
391Squarepoint Ops LLC$01
392Lido Advisors, LLC$01
393Versor Investments LP$01
394Oribel Capital Management, LP$01
395OneDigital Investment Advisors LLC$01
396Centiva Capital, LP$01
397McIlrath & Eck, LLC$01
398AlphaCore Capital LLC$01
399DV Trading LLC$01
400Blueshift Asset Management, LLC$01
401Defiance ETFs, LLC$01
402Claret Asset Management Corp$01
403Global Retirement Partners, LLC$01
404Costello Asset Management, INC$01
405Geneos Wealth Management Inc.$01
406Advisor OS, LLC$01
407Clear Creek Financial Management, LLC$01
408Net Worth Advisory Group$01
409CBIZ Investment Advisory Services, LLC$01
410Key FInancial Inc$01
411INCEPTIONR LLC$01
412Kestra Advisory Services, LLC$01
413TUCKER ASSET MANAGEMENT LLC$01
414Y.D. More Investments Ltd$01
415Riverwater Partners LLC$01
416Allspring Global Investments Holdings, LLC$01
417HB Wealth Management, LLC$01
418Forum Financial Management, LP$01
419SageView Advisory Group, LLC$01
420AXQ CAPITAL, LP$01
421Gallacher Capital Management LLC$01
422Moran Wealth Management, LLC$01
423NORDEN GROUP LLC$01
424Marex Group Ltd$01
425Annis Gardner Whiting Capital Advisors, LLC$01
426QSV Equity Investors LLC$01
427Jain Global LLC$01
428IMG Wealth Management, Inc.$01
429Navigoe, LLC$01
430Themes Management Co LLC$01
431Quattro Advisors LLC$01
Truncated by Public Filings. The published aggregate ranks the top 431 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 / 6 sell
Congress net ($ bound)−$125K to −$20.0K
Filers net (actions)not in build
Filers net ($ 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 DOX

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for DOX · financials and macro

Financials — as filed PLANNED

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