Public record / Tickers / DT

DT — Dynatrace, Inc.

Both disclosure regimes on one name: who in Congress filed about DT, 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
9
all PTR rows naming DT
Members · 12m
2
0 buys · 2 sells · by trade date
Latest PTR
02-17
filed 2026-02-17
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

Michael Guest · $1.0K–$15.0K

Sale · traded 2026-01-09 → filed 2026-02-17. Ranked over every DT row by the provable lower bound, never a point estimate.

2 members · 0 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.

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

8 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. 8 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING DT · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning DT
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-02-17Michael Guest R–MS-3Sale · SP (spouse-owned)Traded 01-09 +39d$1K–$15K
2025-10-22Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 09-25 +27d$1K–$15K
2025-10-22Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 09-11 +41d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 07-10 +34d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Sale · partial · SP (partial sale, spouse-owned)Traded 06-24 LATE·50d$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 9 ↗

Members active in DT

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing DT 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-91−$15.0K to −$1.0K2
Michael Guest R–MS-31−$15.0K to −$1.0K3

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

Congress ↔ notable managers · DT

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

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

Merged timeline of congressional filings and notable-manager moves on DT
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+26,980 sh
2026-05-15Moore Capital Management 13Fnew+10,040 sh
2026-05-15Bridgewater Associates 13Ftrim−1,113,340 sh
2026-05-14Caxton Associates 13Ftrim−335 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 DT for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.2B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$610M1
3Pictet Asset Management Holding SA$585M1
4VANGUARD CAPITAL MANAGEMENT LLC$495M1
5UBS Group AG$411M1
6BANK OF AMERICA CORP /DE/$346M1
7WELLINGTON MANAGEMENT GROUP LLP$345M1
8STATE STREET CORP$340M1
9GEODE CAPITAL MANAGEMENT, LLC$287M1
10FIRST TRUST ADVISORS LP$252M1
11Amundi$231M1
12EMINENCE CAPITAL, LP$196M1
13ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$191M1
14Janus Henderson Group Ltd.$187M1
15UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$175M1
16AMERICAN CENTURY COMPANIES INC$173M1
17WESTFIELD CAPITAL MANAGEMENT CO LP$156M1
18TWO SIGMA INVESTMENTS, LP$133M1
19WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$119M1
20D. E. Shaw & Co., Inc.$117M1
21Freestone Grove Partners LP$104M1
22CITADEL ADVISORS LLC$99.1M1
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$97.2M1
24FIL Ltd$96.3M1
25FEDERATED HERMES, INC.$95.0M1
26BROWN ADVISORY INC$94.4M1
27NORTHERN TRUST CORP$92.2M1
28MORGAN STANLEY$89.3M1
29Squarepoint Ops LLC$88.6M1
30WORLDQUANT MILLENNIUM ADVISORS LLC$84.9M1
31DIMENSIONAL FUND ADVISORS LP$83.6M1
32Qube Research & Technologies Ltd$75.0M1
33Quantinno Capital Management LP$73.6M1
34VANGUARD FIDUCIARY TRUST CO$69.9M1
35Point72 Asset Management, L.P.$69.7M1
36JANE STREET GROUP, LLC$69.6M1
37AQR CAPITAL MANAGEMENT LLC$69.1M1
38Keenan Capital, LLC$60.9M1
39DEUTSCHE BANK AG\$60.9M1
40Robeco Institutional Asset Management B.V.$58.4M1
41Alyeska Investment Group, L.P.$56.0M1
42MILLENNIUM MANAGEMENT LLC$55.9M1
43Nuveen, LLC$49.5M1
44Allspring Global Investments Holdings, LLC$46.2M1
45RAYMOND JAMES FINANCIAL INC$41.0M1
46Stephens Investment Management Group LLC$40.7M1
47Assenagon Asset Management S.A.$39.9M1
48VOYA INVESTMENT MANAGEMENT LLC$39.8M1
49Clearbridge Investments, LLC$38.1M1
50ArrowMark Colorado Holdings LLC$36.3M1
51MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$32.0M1
52PUBLIC SECTOR PENSION INVESTMENT BOARD$29.6M1
53Invesco Ltd.$29.3M1
54PRINCIPAL FINANCIAL GROUP INC$26.9M1
55RENAISSANCE GROUP LLC$26.1M1
56ADVENT INTERNATIONAL, L.P.$24.7M1
57ExodusPoint Capital Management, LP$24.3M1
58Allianz Asset Management GmbH$24.3M1
59Swiss National Bank$22.1M1
60GLENMEDE TRUST CO NA$21.3M1
61RENAISSANCE TECHNOLOGIES LLC$21.2M1
62Woodline Partners LP$21.2M1
63Legal & General Group Plc$20.8M1
64CANADA PENSION PLAN INVESTMENT BOARD$19.0M1
65ALLIANCEBERNSTEIN L.P.$18.5M1
66ENVESTNET ASSET MANAGEMENT INC$18.1M1
67SCHRODER INVESTMENT MANAGEMENT GROUP$17.4M1
68SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$16.6M1
69Schonfeld Strategic Advisors LLC$16.4M1
70Retirement Systems of Alabama$16.3M1
71Corient Private Wealth LLC$15.8M1
72LBP AM SA$14.7M1
73Gotham Asset Management, LLC$14.4M1
74PFA Pension, Forsikringsaktieselskab$13.0M1
75FMR LLC$12.7M1
76OSAIC HOLDINGS, INC.$12.2M1
77NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$11.6M1
78CYPRESS POINT INVESTMENT MANAGEMENT LP$11.3M1
79SUSQUEHANNA INTERNATIONAL GROUP, LLP$11.1M1
80ROYAL BANK OF CANADA$10.8M1
81VANGUARD ASSET MANAGEMENT, Ltd$10.2M1
82Man Group plc$9.7M1
83LAZARD ASSET MANAGEMENT LLC$9.0M1
84STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$8.9M1
85Trexquant Investment LP$8.7M1
86NICHOLAS COMPANY, INC.$8.4M1
87UniSuper Management Pty Ltd$8.3M1
88KEYBANK NATIONAL ASSOCIATION/OH$8.3M1
89STATE OF WISCONSIN INVESTMENT BOARD$8.2M1
90CITIGROUP INC$8.2M1
91MANUFACTURERS LIFE INSURANCE COMPANY, THE$7.5M1
92PRUDENTIAL FINANCIAL INC$7.2M1
93Universal- Beteiligungs- und Servicegesellschaft mbH$7.2M1
94BLAIR WILLIAM & CO/IL$7.1M1
95MACKENZIE FINANCIAL CORP$6.9M1
96Verition Fund Management LLC$6.8M1
97XTX Topco Ltd$6.7M1
98Graham Capital Management, L.P.$6.5M1
99SEI INVESTMENTS CO$6.4M1
100Meridiem Capital Partners LP$6.3M1
101MONIMUS CAPITAL MANAGEMENT, LP$6.3M1
102APG Asset Management N.V.$6.2M1
103Bridgewater Associates, LP$6.0M1
104MetLife Investment Management, LLC$5.9M1
105GUGGENHEIM CAPITAL LLC$5.8M1
106Siren, L.L.C.$5.5M1
107NEW YORK STATE COMMON RETIREMENT FUND$5.5M1
108LPL Financial LLC$5.2M1
109TRILLIUM ASSET MANAGEMENT, LLC$5.1M1
110Creative Planning$5.1M1
111WELLS FARGO & COMPANY/MN$5.0M1
112Vanguard Global Advisers, LLC$4.5M1
113CastleKnight Management LP$4.4M1
114OPPENHEIMER ASSET MANAGEMENT INC.$4.4M1
115Curi Capital, LLC$4.4M1
116WINTON GROUP Ltd$4.4M1
117Pinnacle Financial Partners, Inc.$4.2M1
118MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.2M1
119Ruffer LLP$4.2M1
120Candriam S.C.A.$4.2M1
121JOHNSON INVESTMENT COUNSEL INC$4.1M1
122Slow Capital, Inc.$4.0M1
123Elo Mutual Pension Insurance Co$3.7M1
124Tredje AP-fonden$3.6M1
125State of New Jersey Common Pension Fund D$3.5M1
126Cetera Investment Advisers$3.4M1
127Focus Partners Wealth$3.4M1
128COMMERCE BANK$3.2M1
129BNP Paribas Asset Management Holding S.A.$3.2M1
130HSBC HOLDINGS PLC$3.2M1
131Jain Global LLC$3.2M1
132New Age Alpha Advisors, LLC$3.1M1
133ING GROEP NV$3.1M1
134Arizona State Retirement System$3.1M1
135Transamerica Financial Advisors, LLC$3.1M1
136Sequoia Financial Advisors, LLC$3.0M1
137Brevan Howard Capital Management LP$3.0M1
138Moran Wealth Management, LLC$2.9M1
139Covea Finance$2.9M1
140Summit Trail Advisors, LLC$2.9M1
141FIFTH THIRD BANCORP$2.9M1
142Zurcher Kantonalbank (Zurich Cantonalbank)$2.9M1
143Vanguard Investments Australia, Ltd.$2.8M1
144Mariner, LLC$2.8M1
145Y-Intercept (Hong Kong) Ltd$2.8M1
146SANDERS MORRIS HARRIS LLC$2.8M1
147COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.8M1
148FRANKLIN RESOURCES INC$2.7M1
149Quadrature Capital Ltd$2.6M1
150XPONANCE LLC$2.5M1
1511492 Capital Management LLC$2.5M1
152NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.5M1
153AXQ CAPITAL, LP$2.5M1
154KLP KAPITALFORVALTNING AS$2.5M1
155BANK OF MONTREAL /CAN/$2.4M1
156OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.3M1
157Tidal Investments LLC$2.2M1
158MONETA GROUP INVESTMENT ADVISORS LLC$2.1M1
159Swedbank AB$2.1M1
160Vanguard Personalized Indexing Management, LLC$2.0M1
161NewEdge Wealth, LLC$2.0M1
162Vestmark Advisory Solutions, Inc.$2.0M1
163Caprock Group, LLC$1.9M1
164Edgestream Partners, L.P.$1.8M1
165MERCER GLOBAL ADVISORS INC /ADV$1.8M1
166UNIVEST FINANCIAL Corp$1.8M1
167Walter Public Investments Inc.$1.8M1
168Utah Retirement Systems$1.8M1
169Brooklyn Investment Group$1.7M1
170MML INVESTORS SERVICES, LLC$1.7M1
171AMG National Trust Bank$1.7M1
172Engineers Gate Manager LP$1.7M1
173Envestnet Portfolio Solutions, Inc.$1.7M1
174Magnetar Financial LLC$1.7M1
175Crestwood Capital Management, L.P.$1.6M1
176BENJAMIN EDWARDS INC$1.6M1
177Ensign Peak Advisors, Inc$1.6M1
178NOMURA ASSET MANAGEMENT CO LTD$1.5M1
179ARDSLEY ADVISORY PARTNERS LP$1.5M1
180OCCUDO QUANTITATIVE STRATEGIES LP$1.5M1
181Bridgefront Capital, LLC$1.5M1
182Pekao Towarzystwo Funduszy Inwestycyjnych S.A.$1.4M1
183NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.4M1
184FIRST NATIONAL BANK OF OMAHA$1.4M1
185EVERGREEN CAPITAL MANAGEMENT LLC$1.4M1
186Daiwa Securities Group Inc.$1.4M1
187L. Roy Papp & Associates, LLP$1.3M1
188Pathstone Holdings, LLC$1.2M1
189Gradient Investments LLC$1.2M1
190Swiss Life Asset Management Ltd$1.2M1
191TEACHER RETIREMENT SYSTEM OF TEXAS$1.2M1
192WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.1M1
193LMR Partners LLP$1.1M1
194CAPSTONE INVESTMENT ADVISORS, LLC$1.1M1
195Atria Investments, Inc$1.1M1
196TT International Asset Management LTD$1.0M1
197Vinva Investment Management Ltd$1.0M1
198AZZAD ASSET MANAGEMENT INC /ADV$1.0M1
199Twin Tree Management, LP$995K1
200OFI INVEST ASSET MANAGEMENT$991K1
201Bank Julius Baer & Co. Ltd, Zurich$972K1
202DANSKE BANK A/S$969K1
203VARCOV Co.$957K1
204Ethic Inc.$905K1
205Y.D. More Investments Ltd$902K1
206Kerrisdale Advisers, LLC$885K1
207Crossmark Global Holdings, Inc.$882K1
208PRINCIPAL SECURITIES, INC.$866K1
209Malaga Cove Capital, LLC$858K1
210SECURIAN ASSET MANAGEMENT, INC$812K1
211HighTower Advisors, LLC$807K1
212US BANCORP \DE\$801K1
213CWM, LLC$782K1
214Federation des caisses Desjardins du Quebec$776K1
215UNITED CAPITAL FINANCIAL ADVISORS, LLC$772K1
216Prospera Financial Services Inc$765K1
217&PARTNERS$764K1
218QRG CAPITAL MANAGEMENT, INC.$753K1
219Procyon Advisors, LLC$748K1
220Cerity Partners LLC$748K1
221Avanza Fonder AB$745K1
222FOX RUN MANAGEMENT, L.L.C.$728K1
223Inscription Capital, LLC$727K1
224ProShare Advisors LLC$717K1
225Walleye Trading LLC$717K1
226Resona Asset Management Co.,Ltd.$712K1
227R Squared Ltd$689K1
228Holocene Advisors, LP$686K1
229ALPS ADVISORS INC$685K1
230Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$653K1
231STOREBRAND ASSET MANAGEMENT AS$635K1
232DnB Asset Management AS$630K1
233Perigon Wealth Management, LLC$618K1
234STIFEL FINANCIAL CORP$617K1
235Empowered Funds, LLC$609K1
236TRUIST FINANCIAL CORP$609K1
237Mach-1 Financial Group, LLC$591K1
238Chicago Partners Investment Group LLC$589K1
239TD ASSET MANAGEMENT INC$577K1
240Kera Capital Partners, Inc.$556K1
241Rockefeller Capital Management L.P.$554K1
242Maryland State Retirement & Pension System$538K1
243NewEdge Advisors, LLC$532K1
244M&T BANK CORP$530K1
245Walleye Capital LLC$525K1
246Cooper Financial Group$523K1
247Connor, Clark & Lunn Investment Management Ltd.$501K1
248Advisors Asset Management, Inc.$487K1
249Baker Avenue Asset Management, LP$485K1
250Eurizon Capital SGR S.p.A.$482K1
251Cinctive Capital Management LP$478K1
252Concurrent Investment Advisors, LLC$476K1
253O'SHAUGHNESSY ASSET MANAGEMENT, LLC$464K1
254Lansforsakringar Fondforvaltning AB (publ)$463K1
255Provident Investment Management, Inc.$461K1
256Atom Investors LP$458K1
257INTECH INVESTMENT MANAGEMENT LLC$450K1
258LECAP ASSET MANAGEMENT LTD$443K1
259HUB Investment Partners, LLC$434K1
260Meeder Advisory Services, Inc.$425K1
261OMERS ADMINISTRATION Corp$421K1
262Forefront Wealth Partners, LLC$421K1
263COMMONWEALTH EQUITY SERVICES, LLC$418K1
264Fieldview Capital Management, LLC$404K1
265StoneX Group Inc.$401K1
266Johnson Financial Group, Inc.$394K1
267Cresset Asset Management, LLC$393K1
268ASSETMARK, INC$392K1
269DRW Securities, LLC$390K1
270MQS Management LLC$384K1
271Blue Trust, Inc.$384K1
272A&I FINANCIAL SERVICES, LLC$372K1
273SHELTON CAPITAL MANAGEMENT$372K1
274MOORE CAPITAL MANAGEMENT, LP$371K1
275Numerai GP LLC$366K1
276SIGNATUREFD, LLC$361K1
277D.A. DAVIDSON & CO.$356K1
278First National Advisers, LLC$355K1
279B. Metzler seel. Sohn & Co. AG$355K1
280BURNEY CO/$354K1
281Tower Research Capital LLC (TRC)$353K1
282Avior Wealth Management, LLC$352K1
283111 Capital$351K1
284Sowell Financial Services LLC$350K1
285PICTON MAHONEY ASSET MANAGEMENT$347K1
286CIBC Asset Management Inc$345K1
287Cache Advisors, LLC$344K1
288CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$340K1
289Knollwood Investment Advisory, LLC$336K1
290F/m Investments LLC$336K1
291QUADRANT CAPITAL GROUP LLC$331K1
292Counterpoint Mutual Funds LLC$324K1
293Sanctuary Advisors, LLC$323K1
294JOURNEY STRATEGIC WEALTH LLC$321K1
295Linden Thomas Advisory Services, LLC$320K1
296North Dakota State Investment Board$317K1
297Mattson Financial Services, LLC$311K1
298Vident Advisory, LLC$309K1
299Prosperity Consulting Group, LLC$302K1
300EVENTIDE ASSET MANAGEMENT, LLC$292K1
301PROFUND ADVISORS LLC$276K1
302Yorktown Management & Research Co Inc$276K1
303ASR Vermogensbeheer N.V.$275K1
304Westerkirk Capital Inc.$271K1
305CAXTON ASSOCIATES LLP$270K1
306Caitong International Asset Management Co., Ltd$262K1
307MAI Capital Management$262K1
308Compound Planning, Inc.$262K1
309Savant Capital, LLC$260K1
310MIRABELLA FINANCIAL SERVICES LLP$259K1
311Meiji Yasuda Asset Management Co Ltd.$254K1
312WESTPAC BANKING CORP$251K1
313SHAKER INVESTMENTS LLC/OH$227K1
314DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$225K1
315CHOREO, LLC$222K1
316NATIONAL BANK OF CANADA /FI/$217K1
317ELEVATION POINT WEALTH PARTNERS, LLC$215K1
318Vise Technologies, Inc.$214K1
319RETIREMENT GUYS FORMULA LLC$212K1
320BANQUE PICTET & CIE SA$208K1
321TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$205K1
322ANGELES WEALTH MANAGEMENT, LLC$205K1
323Merit Financial Group, LLC$204K1
324Platform Technology Partners$203K1
325Steward Partners Investment Advisory, LLC$197K1
326Allworth Financial LP$193K1
327EXCHANGE TRADED CONCEPTS, LLC$183K1
328State of Wyoming$136K1
329UMB Bank, n.a.$133K1
330NATIXIS$98.5K1
331Arax Advisory Partners$94.6K1
332Leonteq Securities AG$92.7K1
333FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$92.3K1
334Larson Financial Group LLC$84.3K1
335Reyes Financial Architecture, Inc.$67.6K1
336Bayforest Capital Ltd$56.0K1
337Wilmington Savings Fund Society, FSB$55.5K1
338SJS Investment Consulting Inc.$54.8K1
339Banque Cantonale Vaudoise$53.0K1
340True Wealth Design, LLC$51.0K1
341Destiny Wealth Partners, LLC$45.9K1
342Smartleaf Asset Management LLC$36.6K1
343Owl Creek Wealth Partners LLC$36.2K1
344NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$34.7K1
345Truvestments Capital LLC$31.1K1
346Aster Capital Management (DIFC) Ltd$30.6K1
347ALGERT GLOBAL LLC$30.1K1
348STANCE CAPITAL LLC$29.5K1
349BROWN, LISLE/CUMMINGS, INC.$29.5K1
350Mitsubishi UFJ Asset Management Co., Ltd.$29.1K1
351Signature Equity Partners, LLC$28.9K1
352Mirae Asset Global Investments Co., Ltd.$24.5K1
353ELEVATION WEALTH PARTNERS, LLC$22.6K1
354CANADA LIFE ASSURANCE Co$22.3K1
355Geneos Wealth Management Inc.$19.6K1
356Marquette Asset Management, LLC$15.1K1
357Atlantic Union Bankshares Corp$15.1K1
358Parkside Financial Bank & Trust$13.6K1
359Addison Advisors LLC$11.6K1
360ARMSTRONG ADVISORY GROUP, INC$11.1K1
361FARMERS & MERCHANTS INVESTMENTS INC$9.6K1
362Sachetta, LLC$9.3K1
363Penserra Capital Management LLC$9.2K1
364Global X Japan Co., Ltd.$8.4K1
365Physician Wealth Advisors, Inc.$7.9K1
366First Pacific Financial$7.7K1
367Bell Investment Advisors, Inc$7.6K1
368Rakuten Securities, Inc.$7.5K1
369Activest Wealth Management$7.1K1
370NEW YORK STATE TEACHERS RETIREMENT SYSTEM$6.2K1
371SHP Wealth Management$5.8K1
372MV CAPITAL MANAGEMENT, INC.$5.3K1
373HighMark Wealth Management LLC$4.9K1
374Treasurer of the State of North Carolina$4.6K1
375Clearstead Advisors, LLC$4.6K1
376HRT FINANCIAL LP$3.8K1
377Vestcor Inc$3.7K1
378Legacy Wealth Managment, LLC/ID$3.7K1
379Key FInancial Inc$3.7K1
380Elequin Capital, LP$3.6K1
381SouthState Bank Corp$3.4K1
382CVA Family Office, LLC$3.0K1
383THRIVENT FINANCIAL FOR LUTHERANS$2.9K1
384Van Berkom & Associates Inc.$2.6K1
385Retirement Wealth Solutions LLC$2.3K1
386South Dakota Investment Council$2.2K1
387Private Wealth Management Group, LLC$2.1K1
388Intentional Wealth Strategies, LLC$2.0K1
389Manchester Capital Management LLC$2.0K1
390JNBA Financial Advisors$2.0K1
391VAN ECK ASSOCIATES CORP$1.9K1
392Cromwell Holdings LLC$1.9K1
393Pinnacle Wealth Planning Services, Inc.$1.8K1
394Quaker Wealth Management, LLC$1.5K1
395State of Alaska, Department of Revenue$1.4K1
396Prestige Wealth Management Group LLC$1.4K1
397JFS WEALTH ADVISORS, LLC$1.3K1
398Kilter Group LLC$1.2K1
399Westfuller Advisors, LLC$1.2K1
400DekaBank Deutsche Girozentrale$1.2K1
401Rialto Wealth Management, LLC$9991
402JPL Wealth Management, LLC$8881
403FINANCIAL CONSULATE, INC$7771
404CENTRAL TRUST Co$6291
405American Capital Advisory, LLC$6291
406GSA CAPITAL PARTNERS LLP$4561
407KBC Group NV$4111
408TopTier Wealth Management, LLC$3701
409Vermillion Wealth Management, Inc.$3331
410Ankerstar Wealth, LLC$3331
411PARK AVENUE SECURITIES LLC$2311
412Cassaday & Co Wealth Management LLC$2221
413DecisionPoint Financial, LLC$1851
414NFSG Corp$1481
415Seneschal Advisors, LLC$1481
416Employees Retirement System of Texas$1161
4173 FACTOR INDEXING, LLC$1111
418Crewe Advisors LLC$741
419HFM Investment Advisors, LLC$741
420HAZLETT, BURT & WATSON, INC.$201
421Avion Wealth$61
422Capital Advisors, Ltd. LLC$01
423BANK OF NOVA SCOTIA$01
424VANGUARD GROUP INC$01
425MJP ASSOCIATES INC /ADV$01
426HANCOCK WHITNEY CORP$01
427STEPHENS INC /AR/$01
428STATE OF MICHIGAN RETIREMENT SYSTEM$01
429HARBOUR INVESTMENTS, INC.$01
430OPPENHEIMER & CO INC$01
431ROYAL LONDON ASSET MANAGEMENT LTD$01
432NISSAY ASSET MANAGEMENT CORP /JAPAN$01
433BARRETT & COMPANY, INC.$01
434PRUDENTIAL PLC$01
435COMERICA BANK$01
436ACADIAN ASSET MANAGEMENT LLC$01
437CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$01
438ALERUS FINANCIAL NA$01
439GROUP ONE TRADING LLC$01
440TORONTO DOMINION BANK$01
441VIRGINIA RETIREMENT SYSTEMS ET Al$01
442Temasek Holdings (Private) Ltd$01
443INTRUST BANK NA$01
444CIBC WORLD MARKETS CORP$01
445WCM INVESTMENT MANAGEMENT, LLC$01
446Asset Management One Co., Ltd.$01
447EASTERN BANK$01
448AVIVA PLC$01
449CREDIT AGRICOLE S A$01
450NORDEA INVESTMENT MANAGEMENT AB$01
451BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$01
452REGIONS FINANCIAL CORP$01
453CIBC Private Wealth Group LLC$01
454TimesSquare Capital Management, LLC$01
455RGM Capital, LLC$01
456BBR PARTNERS, LLC$01
457Grantham, Mayo, Van Otterloo & Co. LLC$01
458Orion Porfolio Solutions, LLC$01
459CIM, LLC$01
460NORGES BANK$01
461PRELUDE CAPITAL MANAGEMENT, LLC$01
462Rafferty Asset Management, LLC$01
463PEAK6 LLC$01
464WBI INVESTMENTS, LLC$01
465Sumitomo Mitsui DS Asset Management Company, Ltd$01
466MACQUARIE GROUP LTD$01
467OXFORD ASSET MANAGEMENT LLP$01
468GAM Holding AG$01
469Korea Investment CORP$01
470TWO SIGMA SECURITIES, LLC$01
471IMC-Chicago, LLC$01
472TWO SIGMA ADVISERS, LP$01
473Voleon Capital Management LP$01
474TOKIO MARINE ASSET MANAGEMENT CO LTD$01
475Kessler Investment Group, LLC$01
476Virtu Financial LLC$01
477Skandinaviska Enskilda Banken AB (publ)$01
478Artemis Investment Management LLP$01
479Alphadyne Asset Management LP$01
480Illinois Municipal Retirement Fund$01
481BOOTHBAY FUND MANAGEMENT, LLC$01
482PDT Partners, LLC$01
483Grandeur Peak Global Advisors, LLC$01
484Headlands Technologies LLC$01
485MYDA Advisors LLC$01
486Coronation Fund Managers Ltd.$01
487Metis Global Partners, LLC$01
488New England Research & Management, Inc.$01
489Lighthouse Investment Partners, LLC$01
490ARMISTICE CAPITAL, LLC$01
491FORSTA AP-FONDEN$01
492MARK SHEPTOFF FINANCIAL PLANNING, LLC$01
493Stratos Wealth Partners, LTD.$01
494RFG Advisory, LLC$01
495Teza Capital Management LLC$01
496Darwin Wealth Management, LLC$01
497Mn Services Vermogensbeheer B.V.$01
498Dai-ichi Life Insurance Company, Ltd$01
499IFM Investors Pty Ltd$01
500Diametric Capital, LP$01
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)0 buy / 2 sell
Congress net ($ bound)−$30.0K to −$2.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on DT

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for DT · financials and macro

Financials — as filed PLANNED

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