Public record / Tickers / DRI

DRI — DARDEN RESTAURANTS INC

Both disclosure regimes on one name: who in Congress filed about DRI, 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
25
all PTR rows naming DRI
Members · 12m
4
4 buys · 3 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

Josh Gottheimer · $15.0K–$50.0K

Sale · traded 2026-04-09 → filed 2026-05-19. Ranked over every DRI row by the provable lower bound, never a point estimate.

4 members · 4 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.

4 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 DRI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning DRI
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-05-19Josh Gottheimer D–NJ-5Sale · JT (jointly owned)Traded 04-09 +40d$15K–$50K
2026-01-14Rick Larsen D–WA-2PurchaseTraded 01-07 +7d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 10-30 +22d$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 25 ↗

Members active in DRI

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing DRI 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.
Lisa C. McClain R–MI-94−$28.0K to $28.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2
Josh Gottheimer D–NJ-51−$50.0K to −$15.0K2
Rick Larsen D–WA-21$1.0K to $15.0K1

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

Congress ↔ notable managers · DRI

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
0 $0 held

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

Merged timeline of congressional filings and notable-manager moves on DRI
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+607 sh
2026-05-15Bridgewater Associates 13Fadd+307 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 DRI for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1Capital World Investors$2.9B1
2BlackRock, Inc.$1.9B1
3VANGUARD CAPITAL MANAGEMENT LLC$1.5B1
4WELLINGTON MANAGEMENT GROUP LLP$1.3B1
5VANGUARD PORTFOLIO MANAGEMENT LLC$1.0B1
6STATE STREET CORP$953M1
7RAYMOND JAMES FINANCIAL INC$699M1
8GEODE CAPITAL MANAGEMENT, LLC$674M1
9CHARLES SCHWAB INVESTMENT MANAGEMENT INC$660M1
10BANK OF AMERICA CORP /DE/$630M1
11Invesco Ltd.$365M1
12MORGAN STANLEY$350M1
13Newport Trust Company, LLC$350M1
14NORTHERN TRUST CORP$331M1
15AMERIPRISE FINANCIAL INC$279M1
16EARNEST PARTNERS LLC$272M1
17DIMENSIONAL FUND ADVISORS LP$248M1
18BAHL & GAYNOR INC$198M1
19Bank of New York Mellon Corp$198M1
20UBS Group AG$189M1
21Hamlin Capital Management, LLC$167M1
22Capital International Investors$141M1
23Legal & General Group Plc$137M1
24ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$131M1
25VANGUARD FIDUCIARY TRUST CO$130M1
26AQR CAPITAL MANAGEMENT LLC$119M1
27UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$117M1
28Boston Partners$116M1
29WELLS FARGO & COMPANY/MN$113M1
30MASSACHUSETTS FINANCIAL SERVICES CO /MA/$112M1
31VICTORY CAPITAL MANAGEMENT INC$107M1
32SEI INVESTMENTS CO$101M1
33ENVESTNET ASSET MANAGEMENT INC$96.7M1
34DEUTSCHE BANK AG\$91.0M1
35CITIGROUP INC$86.3M1
36Amundi$77.1M1
37Nuveen, LLC$74.8M1
38JANE STREET GROUP, LLC$74.1M1
39WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$66.6M1
40Swiss National Bank$66.2M1
41HSBC HOLDINGS PLC$65.1M1
42FRANKLIN RESOURCES INC$59.8M1
43Squarepoint Ops LLC$56.6M1
44ROYAL BANK OF CANADA$54.4M1
45GREAT LAKES ADVISORS, LLC$53.3M1
46BARCLAYS PLC$51.0M1
47Mitsubishi UFJ Asset Management Co., Ltd.$50.8M1
48J. Safra Sarasin Holding AG$49.8M1
49Sumitomo Mitsui Trust Group, Inc.$49.6M1
50REGIONS FINANCIAL CORP$49.5M1
51Vanguard Global Advisers, LLC$49.3M1
52CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$48.6M1
53TORONTO DOMINION BANK$44.3M1
54MANUFACTURERS LIFE INSURANCE COMPANY, THE$43.5M1
55NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$41.6M1
56VANGUARD ASSET MANAGEMENT, Ltd$41.5M1
57Swiss Life Asset Management Ltd$40.8M1
58FEDERATED HERMES, INC.$37.8M1
59BNP Paribas Asset Management Holding S.A.$37.6M1
60Trexquant Investment LP$35.9M1
61Capital International, Inc./CA/$33.1M1
62FMR LLC$32.6M1
63Clear Trail Advisors, LLC$31.5M1
64Eurizon Capital SGR S.p.A.$31.4M1
65MILLENNIUM MANAGEMENT LLC$30.4M1
66NEW YORK STATE COMMON RETIREMENT FUND$29.5M1
67BANK OF MONTREAL /CAN/$28.5M1
68LPL Financial LLC$28.1M1
69DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$27.9M1
70US BANCORP \DE\$27.4M1
71PRINCIPAL FINANCIAL GROUP INC$27.2M1
72TD ASSET MANAGEMENT INC$26.8M1
73D. E. Shaw & Co., Inc.$26.0M1
74ALPS ADVISORS INC$26.0M1
75Willis Investment Counsel$24.0M1
76ALLIANCEBERNSTEIN L.P.$22.9M1
77Applied Finance Capital Management, LLC$21.9M1
78MIZUHO MARKETS AMERICAS LLC$21.7M1
79Mirae Asset Global Investments Co., Ltd.$20.3M1
80ADAGE CAPITAL PARTNERS GP, L.L.C.$20.2M1
81AVIVA PLC$19.8M1
82STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$19.0M1
83STIFEL FINANCIAL CORP$18.9M1
84Universal- Beteiligungs- und Servicegesellschaft mbH$17.9M1
85Steward Partners Investment Advisory, LLC$17.8M1
86Sumitomo Mitsui DS Asset Management Company, Ltd$16.4M1
87GUARDIAN CAPITAL LP$15.9M1
88Janus Henderson Group Ltd.$15.8M1
89AMERICAN CENTURY COMPANIES INC$15.8M1
90CREDIT AGRICOLE S A$15.5M1
91Mitsubishi UFJ Trust & Banking Corp$14.9M1
92FIRST TRUST ADVISORS LP$14.9M1
93WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$14.7M1
94CITADEL ADVISORS LLC$14.6M1
95FLPUTNAM INVESTMENT MANAGEMENT CO$14.2M1
96Pinnacle Financial Partners, Inc.$14.2M1
97Cetera Investment Advisers$13.8M1
98Running Oak Capital LLC$13.7M1
99TRUIST FINANCIAL CORP$13.3M1
100Aberdeen Group plc$13.1M1
101BANK OF NOVA SCOTIA$13.0M1
102NORDEA INVESTMENT MANAGEMENT AB$13.0M1
103SUSQUEHANNA INTERNATIONAL GROUP, LLP$12.6M1
104DANSKE BANK A/S$12.6M1
105Pictet Asset Management Holding SA$12.5M1
106Swedbank AB$12.2M1
107STATE OF WISCONSIN INVESTMENT BOARD$12.1M1
108DnB Asset Management AS$12.1M1
109INTEGRITY ALLIANCE, LLC.$11.7M1
110NewEdge Advisors, LLC$11.7M1
111ROYAL LONDON ASSET MANAGEMENT LTD$11.6M1
112Man Group plc$11.5M1
113Chevy Chase Trust Holdings, LLC$11.3M1
114Allianz Asset Management GmbH$11.2M1
115Quantinno Capital Management LP$10.9M1
116Asset Management One Co., Ltd.$10.7M1
117VOYA INVESTMENT MANAGEMENT LLC$10.7M1
118CIBC Bancorp USA Inc.$10.6M1
119Vanguard Investments Australia, Ltd.$10.4M1
120FIFTH THIRD BANCORP$10.2M1
121VestGen Advisors, LLC$10.2M1
122Calamos Advisors LLC$9.9M1
123FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$9.7M1
124COMMERCE BANK$9.7M1
125Tredje AP-fonden$9.4M1
126Gotham Asset Management, LLC$9.3M1
127Wilmington Savings Fund Society, FSB$9.0M1
128World Investment Advisors$8.9M1
129Mariner, LLC$8.6M1
130STEPHENS INC /AR/$8.5M1
131BEACON INVESTMENT ADVISORY SERVICES, INC.$8.4M1
132Focus Partners Wealth$8.4M1
133Creative Planning$8.3M1
134KLP KAPITALFORVALTNING AS$8.3M1
135Sienna Gestion$8.1M1
136NOMURA ASSET MANAGEMENT CO LTD$8.1M1
137Geneos Wealth Management Inc.$8.0M1
138CIDEL ASSET MANAGEMENT INC$8.0M1
139Korea Investment CORP$7.8M1
140OSAIC HOLDINGS, INC.$7.6M1
141NISA INVESTMENT ADVISORS, LLC$7.5M1
142MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$7.5M1
143State of New Jersey Common Pension Fund D$7.4M1
144Resona Asset Management Co.,Ltd.$7.3M1
145SKBA CAPITAL MANAGEMENT LLC$7.2M1
146Hudson Bay Capital Management LP$7.2M1
147Lansforsakringar Fondforvaltning AB (publ)$6.9M1
148Ellsworth Advisors, LLC$6.9M1
149Marks Group Wealth Management, Inc$6.9M1
150WESTPORT ASSET MANAGEMENT INC$6.9M1
151Royal Fund Management, LLC$6.7M1
152M&T BANK CORP$6.7M1
153National Pension Service$6.6M1
154PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$6.6M1
155&PARTNERS$6.3M1
156COMMONWEALTH EQUITY SERVICES, LLC$6.3M1
157CIBC WORLD MARKET INC.$6.3M1
158MetLife Investment Management, LLC$6.2M1
159MGO ONE SEVEN LLC$6.2M1
160Czech National Bank$6.1M1
161Arizona State Retirement System$6.1M1
162Assenagon Asset Management S.A.$6.1M1
163LEVIN CAPITAL STRATEGIES, L.P.$6.1M1
164STATE OF MICHIGAN RETIREMENT SYSTEM$5.9M1
165XPONANCE LLC$5.9M1
166CIBC Asset Management Inc$5.8M1
167Zurcher Kantonalbank (Zurich Cantonalbank)$5.7M1
168Sanctuary Advisors, LLC$5.7M1
169Capital Investment Counsel, LLC$5.6M1
170Connor, Clark & Lunn Investment Management Ltd.$5.5M1
171AGF MANAGEMENT LTD$5.4M1
172NATIONAL BANK OF CANADA /FI/$5.4M1
173Y-Intercept (Hong Kong) Ltd$5.3M1
174PATTON ALBERTSON MILLER GROUP, LLC$5.3M1
175HARRELL INVESTMENT PARTNERS, LLC$5.3M1
176VIRGINIA WEALTH MANAGEMENT GROUP, INC.$5.3M1
177COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$5.3M1
178MML INVESTORS SERVICES, LLC$5.3M1
179Genus Capital Management Inc.$5.2M1
180TWO SIGMA INVESTMENTS, LP$5.2M1
181Silvant Capital Management LLC$5.1M1
182Cerity Partners LLC$4.8M1
183Verition Fund Management LLC$4.8M1
184Retirement Systems of Alabama$4.8M1
185Graham Capital Management, L.P.$4.8M1
186Tulsa Wealth Advisors, INC$4.7M1
187Corient Private Wealth LLC$4.6M1
188LAZARD ASSET MANAGEMENT LLC$4.6M1
189ZACKS INVESTMENT MANAGEMENT$4.6M1
190MOTCO$4.6M1
191Ethic Inc.$4.6M1
192SEB Asset Management AB$4.5M1
193MERCER GLOBAL ADVISORS INC /ADV$4.4M1
194Emerald Investment Advisers, LLC$4.4M1
195SCS Capital Management LLC$4.3M1
196USS Investment Management Ltd$4.2M1
197OPPENHEIMER ASSET MANAGEMENT INC.$4.2M1
198New Age Alpha Advisors, LLC$4.2M1
199Rockefeller Capital Management L.P.$4.1M1
200IFM Investors Pty Ltd$4.0M1
201NATIXIS$4.0M1
202VISTA INVESTMENT PARTNERS LLC$4.0M1
203Daiwa Securities Group Inc.$4.0M1
204Pathstone Holdings, LLC$3.9M1
205STOREBRAND ASSET MANAGEMENT AS$3.9M1
206O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.9M1
207Tidal Investments LLC$3.8M1
208Edgestream Partners, L.P.$3.8M1
209Siemens Fonds Invest GmbH$3.8M1
210Utah Retirement Systems$3.7M1
211Dynamic Advisor Solutions LLC$3.6M1
212PUBLIC SECTOR PENSION INVESTMENT BOARD$3.6M1
213Ensign Peak Advisors, Inc$3.6M1
214HighTower Advisors, LLC$3.6M1
215ASR Vermogensbeheer N.V.$3.6M1
216CALIBER WEALTH MANAGEMENT, LLC / KS$3.5M1
217ProShare Advisors LLC$3.5M1
218FULTON BANK, N.A.$3.4M1
219Vanguard Personalized Indexing Management, LLC$3.4M1
220Rakuten Investment Management, Inc.$3.3M1
221Blue Trust, Inc.$3.3M1
222Decatur Capital Management, Inc.$3.3M1
223Forvis Mazars Wealth Advisors, LLC$3.3M1
224KEYBANK NATIONAL ASSOCIATION/OH$3.3M1
225NEOS Investment Management LLC$3.3M1
226PEDDOCK CAPITAL ADVISORS, LLC$3.3M1
227Rodgers Brothers Inc.$3.2M1
228CWM, LLC$3.2M1
229Sterling Capital Management LLC$3.2M1
230TD Waterhouse Canada Inc.$3.2M1
231NEW YORK LIFE INVESTMENT MANAGEMENT LLC$3.1M1
232Advisors Asset Management, Inc.$3.1M1
233UNITED CAPITAL FINANCIAL ADVISORS, LLC$3.1M1
234Atria Investments, Inc$3.1M1
235Comprehensive Financial Consultants Institutional, Inc.$3.1M1
236BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.1M1
237MACQUARIE GROUP LTD$3.1M1
238MACKENZIE FINANCIAL CORP$3.0M1
239Concurrent Investment Advisors, LLC$3.0M1
240NISSAY ASSET MANAGEMENT CORP /JAPAN$2.9M1
241Generali Asset Management SPA SGR$2.9M1
242Aptus Capital Advisors, LLC$2.9M1
243Atlantic Edge Private Wealth Management, LLC$2.9M1
244Orion Porfolio Solutions, LLC$2.9M1
245ADELL HARRIMAN & CARPENTER INC$2.8M1
246Scissortail Wealth Management, LLC$2.8M1
247SevenBridge Financial Group, LLC$2.8M1
248CHOREO, LLC$2.8M1
249BENJAMIN EDWARDS INC$2.7M1
250PLIMOTH TRUST CO LLC$2.7M1
251Vident Advisory, LLC$2.7M1
252OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.6M1
253Zurich Insurance Group Ltd/FI$2.6M1
254UniSuper Management Pty Ltd$2.6M1
255HENNESSY ADVISORS INC$2.5M1
256Beacon Pointe Advisors, LLC$2.5M1
257Americana Partners, LLC$2.5M1
258Empowered Funds, LLC$2.5M1
259SCHRODER INVESTMENT MANAGEMENT GROUP$2.4M1
260Jain Global LLC$2.4M1
261OP Asset Management Ltd$2.4M1
262VISTA INVESTMENT PARTNERS II, LLC$2.4M1
263MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.4M1
264Integrated Advisors Network LLC$2.4M1
265MARCO INVESTMENT MANAGEMENT LLC$2.3M1
266Phoenix Wealth Advisors$2.3M1
267Sowell Financial Services LLC$2.3M1
268Mystic Asset Management, Inc.$2.3M1
269Peterson Wealth Services$2.2M1
270Baird Financial Group, Inc.$2.2M1
271Jacobi Capital Management LLC$2.2M1
272Midwest Trust Co$2.1M1
273HM PAYSON & CO$2.1M1
274FIRST BUSINESS FINANCIAL SERVICES, INC.$2.1M1
275Aquatic Capital Management LLC$2.1M1
276Walleye Capital LLC$2.0M1
277FORA Capital, LLC$2.0M1
278Bragg Financial Advisors, Inc$2.0M1
279BEACON INVESTMENT ADVISORS LLC$2.0M1
280GLENMEDE TRUST CO NA$1.9M1
281Winthrop Partners - WNY, LLC$1.9M1
282Virtus Investment Advisers, LLC$1.9M1
283Wealthfront Advisers LLC$1.9M1
284SAGESPRING WEALTH PARTNERS, LLC$1.9M1
285Summit Trail Advisors, LLC$1.8M1
286OPPENHEIMER & CO INC$1.8M1
287Ruffer LLP$1.8M1
288MAI Capital Management$1.8M1
289ExodusPoint Capital Management, LP$1.7M1
290TMB Capital Partners, LLC$1.7M1
291AGP FRANKLIN, LLC$1.7M1
292HUNTINGTON NATIONAL BANK$1.7M1
293CANANDAIGUA NATIONAL CORP$1.7M1
294Dynamic Technology Lab Private Ltd$1.7M1
295PDT Partners, LLC$1.7M1
296Brooklyn Investment Group$1.7M1
297YOUSIF CAPITAL MANAGEMENT, LLC$1.7M1
298Vestmark Advisory Solutions, Inc.$1.6M1
299Aviso Financial Inc.$1.6M1
300TECTONIC ADVISORS LLC$1.6M1
301Investment Management Corp of Ontario$1.6M1
302Family Legacy, Inc.$1.6M1
303CITIZENS FINANCIAL GROUP INC/RI$1.6M1
304BLAIR WILLIAM & CO/IL$1.6M1
305MAGNOLIA CAPITAL ADVISORS LLC$1.6M1
306Kestra Advisory Services, LLC$1.5M1
307GROUPAMA ASSET MANAGMENT$1.5M1
308NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.5M1
309Clearbridge Investments, LLC$1.5M1
310Lido Advisors, LLC$1.5M1
311Farringdon Capital, Ltd.$1.5M1
312NewEdge Wealth, LLC$1.5M1
313Dai-ichi Life Insurance Company, Ltd$1.5M1
314Bridgewater Associates, LP$1.5M1
315Belpointe Asset Management LLC$1.5M1
316Rafferty Asset Management, LLC$1.4M1
317HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.4M1
318WBI INVESTMENTS, LLC$1.4M1
319Norinchukin Bank, The$1.4M1
320AFFINITY INVESTMENT ADVISORS, LLC$1.4M1
321Laird Norton Wetherby Trust Company, LLC$1.4M1
322OmniStar Financial Group, Inc.$1.4M1
323Capital Management Associates, Inc$1.4M1
324MIZUHO SECURITIES USA LLC$1.4M1
325SIERRA SUMMIT ADVISORS LLC$1.4M1
326LEVEL FOUR ADVISORY SERVICES, LLC$1.4M1
327ABN AMRO INVESTMENT SOLUTIONS$1.4M1
328Hennion & Walsh Asset Management, Inc.$1.3M1
329Snowden Capital Advisors LLC$1.3M1
330IEQ CAPITAL, LLC$1.3M1
331HARTFORD INVESTMENT MANAGEMENT CO$1.3M1
332Capital International Sarl$1.3M1
333F/m Investments LLC$1.3M1
334HB Wealth Management, LLC$1.3M1
335Bellwether Advisors, LLC$1.3M1
336Knollwood Investment Advisory, LLC$1.2M1
337SFMG, LLC$1.2M1
338BURNEY CO/$1.2M1
339ARWA LLC$1.2M1
340LMG Wealth Partners, LLC$1.2M1
341Waverly Advisors, LLC$1.2M1
342LRT Capital Management, LLC$1.2M1
343SFE Investment Counsel$1.1M1
344FIRST MANHATTAN CO. LLC.$1.1M1
345MOODY NATIONAL BANK TRUST DIVISION$1.1M1
346Maryland State Retirement & Pension System$1.1M1
347Private Advisor Group, LLC$1.1M1
348Sequoia Financial Advisors, LLC$1.1M1
349OMERS ADMINISTRATION Corp$1.1M1
350iSAM Funds (UK) Ltd$1.1M1
351CONGRESS ASSET MANAGEMENT CO$1.1M1
352Chicago Partners Investment Group LLC$1.1M1
353AG2R LA MONDIALE GESTION D'ACTIFS$1.1M1
354CI INVESTMENTS INC.$1.1M1
355Candriam S.C.A.$1.0M1
356Concord Wealth Partners$1.0M1
357Concord Asset Management, LLC/VA$1.0M1
358ALERUS FINANCIAL NA$1.0M1
359Banque Cantonale Vaudoise$1.0M1
360Invera Wealth Advisors, LLC$1.0M1
361INTECH INVESTMENT MANAGEMENT LLC$1.0M1
362Federation des caisses Desjardins du Quebec$1.0M1
363JAMES INVESTMENT RESEARCH, INC.$998K1
364EXCHANGE TRADED CONCEPTS, LLC$991K1
365Brevan Howard Capital Management LP$978K1
366Capstone Financial Advisors, Inc.$977K1
367Allspring Global Investments Holdings, LLC$965K1
368SAXON INTERESTS, INC.$959K1
369Quantbot Technologies LP$955K1
370Torrey Growth & Income Advisors$954K1
371QRG CAPITAL MANAGEMENT, INC.$942K1
372Lauterbach Financial Advisors, LLC$941K1
373Alphadyne Asset Management LP$940K1
374TOKIO MARINE ASSET MANAGEMENT CO LTD$938K1
375AMG National Trust Bank$931K1
376Stonebrook Private Inc.$931K1
377MUFG Securities EMEA plc$925K1
378Ascent Group, LLC$912K1
379Callan Family Office, LLC$912K1
380Frank, Rimerman Advisors LLC$895K1
381SEARLE & CO.$882K1
382Allworth Financial LP$866K1
383XTX Topco Ltd$854K1
384PRUDENTIAL PLC$841K1
385Smartleaf Asset Management LLC$839K1
386SHEETS SMITH WEALTH MANAGEMENT$839K1
387KESTRA PRIVATE WEALTH SERVICES, LLC$836K1
388Crossmark Global Holdings, Inc.$833K1
389MARTINGALE ASSET MANAGEMENT L P$832K1
390Merit Financial Group, LLC$832K1
391Empirical Finance, LLC$825K1
392Checchi Capital Advisers, LLC$810K1
393Fortis Capital Advisors, LLC$809K1
394Vontobel Holding Ltd.$807K1
395Nicholas Investment Partners, LP$797K1
396Portfolio Design Labs, LLC$793K1
397ONTARIO TEACHERS PENSION PLAN BOARD$774K1
398OpenArc Corporate Advisory, LLC$769K1
399BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$744K1
400Kiker Wealth Management, LLC$734K1
401GROUP ONE TRADING LLC$732K1
402EASTERN BANK$732K1
403Qsemble Capital Management, LP$732K1
404Apollon Wealth Management, LLC$731K1
405Kepler Cheuvreux (Suisse) SA$723K1
406NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$722K1
407ADVOCATE GROUP LLC$716K1
408DRAVO BAY LLC$712K1
409NorthCrest Asset Manangement, LLC$710K1
410Ascentis Independent Advisors$684K1
411Keyes, Stange & Wooten Wealth Management, LLC$684K1
412AE Wealth Management LLC$679K1
413Cordgrass Capital Advisors, LLC$677K1
414EVERGREEN CAPITAL MANAGEMENT LLC$676K1
415MAVERICK CAPITAL LTD$675K1
416TWIN CAPITAL MANAGEMENT INC$668K1
417HOWLAND CAPITAL MANAGEMENT LLC$667K1
418GREENLEAF TRUST$664K1
419ELEVATION POINT WEALTH PARTNERS, LLC$664K1
420North Dakota State Investment Board$662K1
421Metis Global Partners, LLC$645K1
422Tower Research Capital LLC (TRC)$625K1
423MUFG SECURITIES AMERICAS INC.$625K1
424Kingsview Wealth Management, LLC$619K1
425Vise Technologies, Inc.$617K1
426SECURIAN ASSET MANAGEMENT, INC$615K1
427Grantham, Mayo, Van Otterloo & Co. LLC$611K1
428Chesley Taft & Associates LLC$608K1
429Mutual Advisors, LLC$603K1
430COLDSTREAM CAPITAL MANAGEMENT INC$602K1
431Strathmore Capital Advisors, Inc.$599K1
432D.A. DAVIDSON & CO.$589K1
433CARDEROCK CAPITAL MANAGEMENT INC$588K1
434MONTGOMERY INVESTMENT MANAGEMENT INC$588K1
435Harbour Wealth Management Group, Inc.$570K1
436Dickmeyer Boyce Financial Management, Inc.$569K1
437Walleye Trading LLC$562K1
438PRINCIPAL SECURITIES, INC.$555K1
439Lifeworks Advisors, LLC$552K1
440PRING TURNER CAPITAL GROUP INC$552K1
441Envestnet Portfolio Solutions, Inc.$550K1
442NAVELLIER & ASSOCIATES INC$549K1
443BRANDYWINE OAK PRIVATE WEALTH LLC$544K1
444EagleClaw Capital Managment, LLC$539K1
445TRUSTMARK BANK TRUST DEPARTMENT$536K1
446AlphaCore Capital LLC$534K1
447ZWJ INVESTMENT COUNSEL INC$529K1
448EP Wealth Advisors, LLC$528K1
449Center for Financial Planning, Inc.$517K1
450LEAVELL INVESTMENT MANAGEMENT, INC.$515K1
451Volterra Technologies LP$513K1
452Summit Financial, LLC$506K1
453CHESAPEAKE ASSET MANAGEMENT LLC$498K1
454TEMA ETFS LLC$496K1
455Apella Capital, LLC$491K1
456Signal Advisors Wealth, LLC$488K1
457Fieldview Capital Management, LLC$488K1
458Advyzon Investment Management, LLC$487K1
459Rehmann Capital Advisory Group$476K1
460Hickory Point Bank & Trust$475K1
461Voleon Capital Management LP$475K1
462ASSOCIATED BANC-CORP$474K1
463Aspire Growth Partners LLC$472K1
464JOHNSON INVESTMENT COUNSEL INC$468K1
465JOURNEY STRATEGIC WEALTH LLC$467K1
466FOCUSED ALPHA, LLC$461K1
467PUREfi Wealth, LLC$458K1
468Truvestments Capital LLC$457K1
469Sound View Wealth Advisors Group, LLC$453K1
470GATEWAY INVESTMENT ADVISERS LLC$451K1
471nVerses Capital, LLC$449K1
472ASHTON THOMAS SECURITIES, LLC$449K1
473Meiji Yasuda Asset Management Co Ltd.$448K1
474Koshinski Asset Management, Inc.$442K1
475GLOBALT Investments LLC / GA$440K1
476QUADRANT CAPITAL GROUP LLC$439K1
477Independent Advisor Alliance$438K1
478SIGNATUREFD, LLC$435K1
479DoubleLine ETF Adviser LP$435K1
480EVOKE WEALTH, LLC$435K1
481NavPoint Financial, Inc.$432K1
482Equitable Holdings, Inc.$429K1
483Blackston Financial Advisory Group, LLC$427K1
484Impact Investors, Inc$425K1
485Western Wealth Management, LLC$425K1
486EXCALIBUR MANAGEMENT CORP$424K1
487BOOTHBAY FUND MANAGEMENT, LLC$419K1
488WEALTH ALLIANCE, LLC$419K1
489Avidian Wealth Enterprises, LLC$411K1
490Confluence Wealth Services, Inc.$410K1
491RITHOLTZ WEALTH MANAGEMENT$410K1
492OLD NATIONAL BANCORP /IN/$410K1
493Rossmore Private Capital$407K1
494LIGHTHOUSE FINANCIAL SERVICES INC /ADV$405K1
495INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$404K1
496Bryn Mawr Trust Advisors, LLC$400K1
497Focus Partners Advisor Solutions, LLC$397K1
498Savant Capital, LLC$396K1
499NORDEN GROUP LLC$395K1
500Severin Investments, LLC$390K1
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)4 buy / 3 sell
Congress net ($ bound)−$76.0K to $43.0K
Filers net (actions)not in build
Filers net ($ 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 DRI

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

Financials — as filed PLANNED

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