Public record / Tickers / DTE

DTE — DTE ENERGY CO

Both disclosure regimes on one name: who in Congress filed about DTE, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
11
all PTR rows naming DTE
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
05-11
filed 2026-05-11
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

Jonathan L. Jackson · $15.0K–$50.0K

Sale · traded 2023-09-26 → filed 2023-11-01. Ranked over every DTE row by the provable lower bound, never a point estimate.

No member disclosed DTE in the trailing 12 months

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

1 row 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

3 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. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING DTE · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning DTE
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-05-11John Boozman R–ARSale · partial · JT (partial sale, jointly owned)Traded 2025-03-19 LATE·418d$1K–$15Kamendment pending
2025-06-14John Boozman R–ARSale · JT (jointly owned)Traded 05-20 +25d$1K–$15K
2025-04-20John Boozman R–ARSale · JT (jointly owned)Traded 03-19 +32d$1K–$15K
2023-11-01Jonathan L. Jackson D–IL-1Sale · JT (jointly owned)Traded 09-26 +36d$15K–$50K
2022-02-11Pete Sessions R–TX-17SaleTraded 01-19 +23d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 11 ↗

Members active in DTE

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed DTE in the trailing 12 months.

Congress ↔ notable managers · DTE

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 Soros Fund Management $647K held

new + add vs trim + exit, by shares · $ = reported value now, not the change · DTE ENERGY CO

Merged timeline of congressional filings and notable-manager moves on DTE
DateWhoChangeSize
2026-05-15Soros Fund Management 13Fnew+4,424 sh
2026-05-15Gotham Asset Management 13Ftrim−62,320 sh
2026-05-15Bridgewater Associates 13Ftrim−9,909 sh
2026-05-14Caxton Associates 13Fexit−3,427 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 DTE for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$3.3B1
2Capital Research Global Investors$2.1B1
3VANGUARD CAPITAL MANAGEMENT LLC$1.8B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$1.7B1
5STATE STREET CORP$1.6B1
6Capital World Investors$1.6B1
7GEODE CAPITAL MANAGEMENT, LLC$842M1
8AMERIPRISE FINANCIAL INC$842M1
9Janus Henderson Group Ltd.$451M1
10Invesco Ltd.$437M1
11Boston Partners$352M1
12MORGAN STANLEY$339M1
13Soroban Capital Partners LP$298M1
14Clearbridge Investments, LLC$284M1
15BARCLAYS PLC$265M1
16BANK OF AMERICA CORP /DE/$251M1
17FRANKLIN RESOURCES INC$247M1
18NORTHERN TRUST CORP$245M1
19MILLENNIUM MANAGEMENT LLC$210M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$203M1
21Legal & General Group Plc$200M1
22MASSACHUSETTS FINANCIAL SERVICES CO /MA/$177M1
23Bank of New York Mellon Corp$175M1
24VANGUARD FIDUCIARY TRUST CO$167M1
25DIMENSIONAL FUND ADVISORS LP$119M1
26UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$118M1
27DUFF & PHELPS INVESTMENT MANAGEMENT CO$116M1
28ROYAL BANK OF CANADA$95.8M1
29PANAGORA ASSET MANAGEMENT INC$95.4M1
30UBS Group AG$95.1M1
31Swiss National Bank$89.1M1
32AQR CAPITAL MANAGEMENT LLC$87.3M1
33HSBC HOLDINGS PLC$86.4M1
34Pictet Asset Management Holding SA$85.3M1
35Energy Income Partners, LLC$85.2M1
36FIRST TRUST ADVISORS LP$81.3M1
37Amundi$79.5M1
38DEUTSCHE BANK AG\$77.6M1
39HITE Hedge Asset Management LLC$74.8M1
40CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$70.4M1
41Mitsubishi UFJ Asset Management Co., Ltd.$68.7M1
42Point72 Asset Management, L.P.$67.4M1
43Vanguard Global Advisers, LLC$66.7M1
44Sumitomo Mitsui Trust Group, Inc.$64.9M1
45Nuveen, LLC$63.1M1
46VOYA INVESTMENT MANAGEMENT LLC$60.7M1
47RAYMOND JAMES FINANCIAL INC$59.7M1
48MANUFACTURERS LIFE INSURANCE COMPANY, THE$59.4M1
49WELLS FARGO & COMPANY/MN$59.3M1
50VANGUARD ASSET MANAGEMENT, Ltd$56.5M1
51Freestone Grove Partners LP$55.6M1
52FMR LLC$52.5M1
53JENNISON ASSOCIATES LLC$50.9M1
54NORDEA INVESTMENT MANAGEMENT AB$48.1M1
55CAUSEWAY CAPITAL MANAGEMENT LLC$47.1M1
56VICTORY CAPITAL MANAGEMENT INC$45.3M1
57National Pension Service$44.0M1
58PRUDENTIAL FINANCIAL INC$44.0M1
59Covalis Capital LLP$38.3M1
60Yaupon Capital Management LP$37.4M1
61BANK OF MONTREAL /CAN/$34.8M1
62Focus Partners Wealth$34.3M1
63TD ASSET MANAGEMENT INC$34.1M1
64PRINCIPAL FINANCIAL GROUP INC$33.8M1
65ALLIANCEBERNSTEIN L.P.$32.8M1
66Magellan Asset Management Ltd$32.2M1
67CITIGROUP INC$32.2M1
68CANADA PENSION PLAN INVESTMENT BOARD$32.0M1
69LPL Financial LLC$30.6M1
70TEACHER RETIREMENT SYSTEM OF TEXAS$30.2M1
71Verition Fund Management LLC$30.2M1
72ENVESTNET ASSET MANAGEMENT INC$28.0M1
73DEPRINCE RACE & ZOLLO INC$27.4M1
74RENAISSANCE TECHNOLOGIES LLC$25.8M1
75Allspring Global Investments Holdings, LLC$25.0M1
76Gotham Asset Management, LLC$24.8M1
77VOLORIDGE INVESTMENT MANAGEMENT, LLC$24.7M1
78MARTINGALE ASSET MANAGEMENT L P$24.3M1
79STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$23.8M1
80Quantinno Capital Management LP$23.7M1
81Korea Investment CORP$23.2M1
82Capital International, Inc./CA/$20.5M1
83Aventail Capital Group, LP$20.4M1
84AE Wealth Management LLC$19.9M1
85SEI INVESTMENTS CO$19.6M1
86WORLDQUANT MILLENNIUM ADVISORS LLC$19.5M1
87Blue Chip Partners, LLC$19.3M1
88ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$19.2M1
89STATE OF WISCONSIN INVESTMENT BOARD$19.1M1
90WEDGE CAPITAL MANAGEMENT L L P/NC$17.3M1
91GLENMEDE TRUST CO NA$17.1M1
92PUBLIC SECTOR PENSION INVESTMENT BOARD$17.0M1
93Man Group plc$16.3M1
94Stack Financial Management, Inc$16.3M1
95Asset Management One Co., Ltd.$16.0M1
96AMERICAN CENTURY COMPANIES INC$15.8M1
97NOMURA HOLDINGS INC$15.6M1
98Cerity Partners LLC$15.5M1
99NEW YORK STATE COMMON RETIREMENT FUND$15.1M1
100OMERS ADMINISTRATION Corp$15.0M1
101Chevy Chase Trust Holdings, LLC$15.0M1
102OSAIC HOLDINGS, INC.$14.7M1
103Aberdeen Group plc$14.6M1
104NATIXIS$14.3M1
105Mitsubishi UFJ Trust & Banking Corp$14.2M1
106Vanguard Investments Australia, Ltd.$14.2M1
107STIFEL FINANCIAL CORP$14.2M1
108APG Asset Management N.V.$13.4M1
109FACTORY MUTUAL INSURANCE CO$13.4M1
110Ensign Peak Advisors, Inc$13.3M1
111Creative Planning$13.0M1
112Leeward Investments, LLC - MA$12.9M1
113Universal- Beteiligungs- und Servicegesellschaft mbH$12.9M1
114WESTWOOD HOLDINGS GROUP INC$12.9M1
115Vinva Investment Management Ltd$12.1M1
116NewEdge Advisors, LLC$12.0M1
117Applied Finance Capital Management, LLC$11.7M1
118FIFTH THIRD BANCORP$11.6M1
119HOWE & RUSLING INC$11.2M1
120NOMURA ASSET MANAGEMENT CO LTD$10.9M1
121HighTower Advisors, LLC$10.8M1
122JACOBS LEVY EQUITY MANAGEMENT, INC$10.6M1
123TORONTO DOMINION BANK$10.4M1
124Zurcher Kantonalbank (Zurich Cantonalbank)$10.4M1
125Cyndeo Wealth Partners, LLC$10.3M1
126BANK OF NOVA SCOTIA$10.2M1
127D. E. Shaw & Co., Inc.$9.8M1
128PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$9.8M1
129Resona Asset Management Co.,Ltd.$9.7M1
130CIBC Bancorp USA Inc.$9.3M1
131State of New Jersey Common Pension Fund D$8.9M1
132CITADEL ADVISORS LLC$8.4M1
133FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$8.4M1
134Czech National Bank$8.3M1
135Arizona State Retirement System$8.3M1
136NATIONAL BANK OF CANADA /FI/$8.2M1
137NISA INVESTMENT ADVISORS, LLC$8.0M1
138SCHRODER INVESTMENT MANAGEMENT GROUP$7.9M1
139CIBC Asset Management Inc$7.9M1
140STATE OF MICHIGAN RETIREMENT SYSTEM$7.9M1
141Cetera Investment Advisers$7.8M1
142COMMONWEALTH EQUITY SERVICES, LLC$7.8M1
143Corient Private Wealth LLC$7.7M1
144Sigma Planning Corp$7.6M1
145RWC Asset Management LLP$7.5M1
146FEDERATED HERMES, INC.$7.3M1
147Strategic Advisors LLC$7.1M1
148GUGGENHEIM CAPITAL LLC$7.1M1
149MetLife Investment Management, LLC$7.1M1
150COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$7.1M1
151SUSQUEHANNA INTERNATIONAL GROUP, LLP$7.0M1
152Rockefeller Capital Management L.P.$6.7M1
153Retirement Systems of Alabama$6.4M1
154Daiwa Securities Group Inc.$6.3M1
155HENNESSY ADVISORS INC$6.2M1
156ProShare Advisors LLC$6.1M1
157O'SHAUGHNESSY ASSET MANAGEMENT, LLC$6.1M1
158Lido Advisors, LLC$6.1M1
159Woodline Partners LP$5.9M1
160Mirae Asset Global Investments Co., Ltd.$5.9M1
161MERCER GLOBAL ADVISORS INC /ADV$5.8M1
162XPONANCE LLC$5.7M1
163Y-Intercept (Hong Kong) Ltd$5.4M1
164Illinois Municipal Retirement Fund$5.3M1
165Hudson Bay Capital Management LP$5.1M1
166USS Investment Management Ltd$5.1M1
167Pallas Capital Advisors LLC$5.0M1
168Utah Retirement Systems$4.9M1
169PATTON ALBERTSON MILLER GROUP, LLC$4.9M1
170Wealthfront Advisers LLC$4.9M1
171Baird Financial Group, Inc.$4.8M1
172IFM Investors Pty Ltd$4.7M1
173Rakuten Investment Management, Inc.$4.5M1
174NEOS Investment Management LLC$4.5M1
175&PARTNERS$4.3M1
176YOUSIF CAPITAL MANAGEMENT, LLC$4.3M1
177Hennion & Walsh Asset Management, Inc.$4.3M1
178NEW YORK LIFE INVESTMENT MANAGEMENT LLC$4.2M1
179BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$4.2M1
180Waverly Advisors, LLC$4.1M1
181Vanguard Personalized Indexing Management, LLC$4.1M1
182Sumitomo Mitsui DS Asset Management Company, Ltd$4.1M1
183MACKENZIE FINANCIAL CORP$4.0M1
184QRG CAPITAL MANAGEMENT, INC.$4.0M1
185NISSAY ASSET MANAGEMENT CORP /JAPAN$4.0M1
186Sanctuary Advisors, LLC$3.9M1
187Northside Capital Management, LLC$3.8M1
188ROYAL LONDON ASSET MANAGEMENT LTD$3.8M1
189ASSETMARK, INC$3.7M1
190Engineers Gate Manager LP$3.6M1
191MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.6M1
192ICON ADVISERS INC/CO$3.6M1
193Oxbow Advisors, LLC$3.6M1
194Meiji Yasuda Asset Management Co Ltd.$3.5M1
195OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.5M1
196CREDIT AGRICOLE S A$3.4M1
197Bridgewater Associates, LP$3.4M1
198Swiss Life Asset Management Ltd$3.4M1
199Pathstone Holdings, LLC$3.4M1
200Sequoia Financial Advisors, LLC$3.4M1
201COMMERCE BANK$3.3M1
202US BANCORP \DE\$3.3M1
203Gilliland Jeter Wealth Management LLC$3.3M1
204Graham Capital Management, L.P.$3.2M1
205MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.2M1
206CWM, LLC$3.2M1
207UniSuper Management Pty Ltd$3.2M1
208Convergence Investment Partners, LLC$3.1M1
209Larson Financial Group LLC$3.1M1
210Spartan Wealth Advisory Services LLC$3.0M1
211WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.9M1
212Beacon Pointe Advisors, LLC$2.9M1
213MML INVESTORS SERVICES, LLC$2.8M1
214Kestra Advisory Services, LLC$2.8M1
215Forvis Mazars Wealth Advisors, LLC$2.8M1
216Private Advisor Group, LLC$2.8M1
217Farringdon Capital, Ltd.$2.7M1
218Polymer Capital Management (US) LLC$2.5M1
219Rafferty Asset Management, LLC$2.5M1
220Merit Financial Group, LLC$2.4M1
221MACQUARIE GROUP LTD$2.4M1
222Holocene Advisors, LP$2.4M1
223INTECH INVESTMENT MANAGEMENT LLC$2.3M1
224PLANNING ALTERNATIVES LTD /ADV$2.3M1
225Walleye Trading LLC$2.3M1
226Atria Investments, Inc$2.2M1
227Modern Wealth Management, LLC$2.2M1
228Investment Management Corp of Ontario$2.2M1
229Arvest Bank Trust Division$2.1M1
230LMCG INVESTMENTS, LLC$2.1M1
231Peregrine Asset Advisers, Inc.$2.1M1
232WNY Asset Management, LLC$2.1M1
233Atom Investors LP$2.0M1
234Capital International Sarl$2.0M1
235Norinchukin Bank, The$2.0M1
236Dai-ichi Life Insurance Company, Ltd$2.0M1
237HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.9M1
238Lombard Odier Asset Management (Switzerland) SA$1.9M1
239MIZUHO SECURITIES USA LLC$1.8M1
240DRW Securities, LLC$1.8M1
241JANE STREET GROUP, LLC$1.8M1
242FSA Advisors, Inc.$1.8M1
243PINNACLE ASSOCIATES LTD$1.8M1
244Eurizon Capital SGR S.p.A.$1.8M1
245TRUIST FINANCIAL CORP$1.8M1
246Carnegie Investment Counsel$1.8M1
247LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.8M1
248BLAIR WILLIAM & CO/IL$1.7M1
249Ameritas Investment Partners, Inc.$1.7M1
250HARTFORD INVESTMENT MANAGEMENT CO$1.7M1
251Independent Advisor Alliance$1.7M1
252Fideuram Asset Management (Ireland) dac$1.7M1
253Bernard Wealth Management Corp.$1.7M1
254Sculati Wealth Management, LLC$1.7M1
255PEDDOCK CAPITAL ADVISORS, LLC$1.6M1
256RETIREMENT GUYS FORMULA LLC$1.6M1
257Federation des caisses Desjardins du Quebec$1.6M1
258Maryland State Retirement & Pension System$1.6M1
259FULTON BANK, N.A.$1.5M1
260Columbia Asset Management$1.5M1
261Third View Private Wealth, LLC$1.5M1
262Cresset Asset Management, LLC$1.5M1
263Ethic Inc.$1.5M1
264KESTRA PRIVATE WEALTH SERVICES, LLC$1.5M1
265HUNTINGTON NATIONAL BANK$1.4M1
266Summit Trail Advisors, LLC$1.4M1
267Allworth Financial LP$1.4M1
268INTRUST BANK NA$1.4M1
269ARVEST INVESTMENTS, INC.$1.4M1
270CI INVESTMENTS INC.$1.4M1
27144 WEALTH MANAGEMENT LLC$1.4M1
272Mariner, LLC$1.4M1
273WealthBridge Capital Management, LLC$1.3M1
274Callan Family Office, LLC$1.3M1
275ELEVATION POINT WEALTH PARTNERS, LLC$1.3M1
276CHOREO, LLC$1.3M1
277ALPS ADVISORS INC$1.3M1
278Steward Partners Investment Advisory, LLC$1.3M1
279ONTARIO TEACHERS PENSION PLAN BOARD$1.3M1
280Procyon Advisors, LLC$1.3M1
281UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.3M1
282Empowered Funds, LLC$1.3M1
283Inspire Investing, LLC$1.3M1
284GREAT LAKES ADVISORS, LLC$1.3M1
285SummitTX Capital, L.P.$1.3M1
286New Age Alpha Advisors, LLC$1.3M1
287JOHNSON INVESTMENT COUNSEL INC$1.3M1
288EXCHANGE TRADED CONCEPTS, LLC$1.3M1
289MUFG Securities EMEA plc$1.2M1
290PFG Investments, LLC$1.2M1
291Roof Eidam Maycock Peralta, LLC$1.2M1
292Concurrent Investment Advisors, LLC$1.2M1
293QUADRANT CAPITAL GROUP LLC$1.2M1
294Azimuth Capital Investment Management LLC$1.2M1
295Impact Capital Partners LLC$1.2M1
296MGO ONE SEVEN LLC$1.2M1
297Tower Research Capital LLC (TRC)$1.2M1
298M1 Capital Management LLC$1.2M1
299Savant Capital, LLC$1.1M1
300Ascent Group, LLC$1.1M1
301Dana Investment Advisors, Inc.$1.1M1
302NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.1M1
303Saudi Central Bank$1.1M1
304Tidal Investments LLC$1.1M1
305Strategic Financial Group, LLC$1.1M1
306M&T BANK CORP$1.1M1
307Center for Financial Planning, Inc.$1.1M1
308Sterling Capital Management LLC$1.1M1
309Strategic Investment Advisors / MI$1.1M1
310SIGMA INVESTMENT COUNSELORS INC$1.1M1
311Blue Water Asset Management$1.1M1
312Acorn Wealth Advisors, LLC$1.0M1
313Lighthouse Investment Partners, LLC$1.0M1
314PROFUND ADVISORS LLC$1.0M1
315EP Wealth Advisors, LLC$1.0M1
316Friedenthal Financial$1.0M1
317GREENLEAF TRUST$1.0M1
318Prospera Financial Services Inc$1.0M1
319Empirical Finance, LLC$1.0M1
320Brooklyn Investment Group$1.0M1
321Centennial Wealth Advisory LLC$1.0M1
322ARBOR TRUST WEALTH ADVISORS, LLC$996K1
323TOUNJIAN ADVISORY PARTNERS, LLC$994K1
324Probity Advisors, Inc.$990K1
325TOKIO MARINE ASSET MANAGEMENT CO LTD$983K1
326Assenagon Asset Management S.A.$981K1
327Equitable Holdings, Inc.$980K1
328FOUNDERS FINANCIAL SECURITIES LLC$976K1
329NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$972K1
330Laird Norton Wetherby Trust Company, LLC$967K1
331INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$966K1
332denkapparat Operations GmbH$964K1
333Schonfeld Strategic Advisors LLC$964K1
334PARADIGM ASSET MANAGEMENT CO LLC$950K1
335Cranbrook Wealth Management, LLC$946K1
336Prosperity Consulting Group, LLC$927K1
337Voleon Capital Management LP$912K1
338Vident Advisory, LLC$909K1
339UMB Bank, n.a.$902K1
340Parcion Private Wealth LLC$883K1
341Rehmann Capital Advisory Group$882K1
342North Dakota State Investment Board$876K1
343BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$868K1
344Crossmark Global Holdings, Inc.$867K1
345Lakeshore Financial Planning, Inc.$861K1
346Dynamic Technology Lab Private Ltd$860K1
347Metis Global Partners, LLC$860K1
348TECTONIC ADVISORS LLC$858K1
349GATEWAY INVESTMENT ADVISERS LLC$856K1
350Kingsview Wealth Management, LLC$848K1
351iSAM Funds (UK) Ltd$844K1
352MUFG SECURITIES AMERICAS INC.$840K1
353EntryPoint Capital, LLC$839K1
354Advisory Alpha, LLC$833K1
355Capital Investment Advisors, LLC$833K1
356SECURIAN ASSET MANAGEMENT, INC$826K1
357Squarepoint Ops LLC$807K1
358HB Wealth Management, LLC$804K1
359LFG Wealth Partners, LLC$800K1
360Meiji Yasuda Life Insurance Co$797K1
361Stonebrook Private Inc.$796K1
362KEYBANK NATIONAL ASSOCIATION/OH$793K1
363Wealthcare Advisory Partners LLC$773K1
364Trivium Point Advisory, LLC$771K1
365Jain Global LLC$761K1
366Jacobi Capital Management LLC$757K1
367Apella Capital, LLC$755K1
368D.A. DAVIDSON & CO.$750K1
369Foguth Wealth Management, LLC.$730K1
370Vise Technologies, Inc.$717K1
371Pinion Investment Advisors, LLC$714K1
372Advance Capital Management, Inc.$704K1
373MONEY CONCEPTS CAPITAL CORP$701K1
374Signal Advisors Wealth, LLC$701K1
375COLDSTREAM CAPITAL MANAGEMENT INC$694K1
376Smartleaf Asset Management LLC$677K1
377Robeco Institutional Asset Management B.V.$675K1
378Meeder Advisory Services, Inc.$674K1
379TWIN CAPITAL MANAGEMENT INC$672K1
380MQS Management LLC$668K1
381Mesirow Financial Investment Management, Inc.$658K1
382Vestmark Advisory Solutions, Inc.$653K1
383Orion Porfolio Solutions, LLC$651K1
384Hummer Financial Advisory Services Inc$650K1
385SOROS FUND MANAGEMENT LLC$647K1
386MAI Capital Management$644K1
387Inscription Capital, LLC$642K1
388Chicago Capital, LLC$638K1
389Elevated Capital Advisors, LLC$631K1
390STEPHENS INC /AR/$631K1
391ALTFEST L J & CO INC$628K1
392World Investment Advisors$627K1
393AlphaCore Capital LLC$625K1
394BNP Paribas Asset Management Holding S.A.$619K1
395GEM Asset Management, LLC$615K1
396Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$612K1
397Gallagher Fiduciary Advisors, LLC$611K1
398nVerses Capital, LLC$603K1
399Secure Asset Management, LLC$603K1
400Chicago Partners Investment Group LLC$600K1
401NewEdge Wealth, LLC$599K1
402Ameritas Advisory Services, LLC$598K1
403Gladstone Institutional Advisory LLC$595K1
404Envestnet Portfolio Solutions, Inc.$590K1
405Financial Advisors Network, Inc.$588K1
406Perigon Wealth Management, LLC$586K1
407GTS SECURITIES LLC$585K1
408Carrera Capital Advisors$584K1
409Venture Visionary Partners LLC$580K1
410Nemes Rush Group LLC$577K1
411Avantra Family Wealth, Inc.$572K1
412OneDigital Investment Advisors LLC$563K1
413Arbor Wealth Advisors LLC$557K1
414Legacy Private Trust Co.$555K1
415Edgestream Partners, L.P.$549K1
416Capital Asset Advisory Services LLC$549K1
417SJS Investment Consulting Inc.$547K1
418McKinley Carter Wealth Services, Inc.$544K1
419Discipline Wealth Solutions, LLC$543K1
420CENTRAL TRUST Co$540K1
421Huber Capital Management LLC$532K1
422LAZARD ASSET MANAGEMENT LLC$520K1
423KINTRA WEALTH, LLC$515K1
424Burkett Asset Management Ltd$514K1
425AVIVA PLC$506K1
426William Mack & Associates, Inc.$501K1
427CHICAGO TRUST Co NA$496K1
428TEMA ETFS LLC$496K1
429Patriot Financial Group Insurance Agency, LLC$495K1
430DANSKE BANK A/S$493K1
431GREAT VALLEY ADVISOR GROUP, INC.$492K1
432Sovereign Financial Group, Inc.$491K1
433OPPENHEIMER ASSET MANAGEMENT INC.$490K1
434Antonelli Financial Advisors, LLC$489K1
435EVOLVE PRIVATE WEALTH, LLC$486K1
436Glenview Trust Co$486K1
437Apollon Wealth Management, LLC$476K1
438Dougherty & Associates, LLC$475K1
439SIGNATUREFD, LLC$475K1
440Ethos Financial Group, LLC$473K1
441Ramirez Asset Management, Inc.$473K1
442SAGESPRING WEALTH PARTNERS, LLC$471K1
443FOUNDATIONS INVESTMENT ADVISORS, LLC$467K1
444Arax Advisory Partners$464K1
445SIH Partners, LLLP$462K1
446Haverford Trust Co$461K1
447Pinnacle Wealth Management Group, Inc.$459K1
448Wealthspire Advisors, LLC$454K1
449BALYASNY ASSET MANAGEMENT L.P.$453K1
450BALANCED WEALTH GROUP LLC$452K1
451BROWN WEALTH MANAGEMENT, LLC$447K1
452Palisade Asset Management, LLC$441K1
453Smith Group Asset Management, LLC$439K1
454TWO SIGMA SECURITIES, LLC$435K1
455VestGen Advisors, LLC$430K1
456Snowden Capital Advisors LLC$428K1
457AGF MANAGEMENT LTD$411K1
458Kaydan Wealth Management, Inc.$409K1
459LEVEL FOUR ADVISORY SERVICES, LLC$408K1
460Leo Wealth, LLC$402K1
461C2C Wealth Management, LLC$402K1
462Comprehensive Financial Consultants Institutional, Inc.$398K1
463EVERGREEN CAPITAL MANAGEMENT LLC$397K1
464ZACKS INVESTMENT MANAGEMENT$395K1
465NBT BANK, N.A.$392K1
466Quantum Financial Advisors, LLC$391K1
467Brookstone Capital Management$391K1
468PCM Encore, LLC$389K1
469Caprock Group, LLC$382K1
470NICOLET BANKSHARES INC$381K1
471J2 Capital Management Inc$380K1
472DIVERSIFY WEALTH MANAGEMENT, LLC$373K1
473GENTRY PRIVATE WEALTH, LLC$373K1
474Savvy Advisors, Inc.$370K1
475SkyOak Wealth, LLC$370K1
476Bryn Mawr Trust Advisors, LLC$362K1
477RETIREMENT INCOME SOLUTIONS, INC$361K1
478Midwest Capital Advisors, LLC$361K1
479AFFINITY WEALTH MANAGEMENT LLC$360K1
480Summit Financial Consulting LLC$356K1
481Belpointe Asset Management LLC$352K1
482Checchi Capital Advisers, LLC$351K1
483Confluence Wealth Services, Inc.$341K1
484Redwood Wealth Management Group, LLC$333K1
485Paragon Private Wealth Management, LLC$329K1
486TRUST CO OF TOLEDO NA /OH/$327K1
487INDEPENDENT FINANCIAL GROUP, LLC$325K1
488Regal Investment Advisors LLC$325K1
489Old North State Wealth Management, LLC$324K1
490Asset Allocation Strategies LLC$323K1
491Baltimore-Washington Financial Advisors, Inc.$322K1
492Sagewood Asset Management LP$318K1
493Vontobel Holding Ltd.$315K1
494AGP FRANKLIN, LLC$314K1
495Summit Financial Strategies, Inc.$312K1
496OPAL CAPITAL LLC$311K1
497ROMANO BROTHERS AND COMPANY$308K1
498BOOTHBAY FUND MANAGEMENT, LLC$305K1
499Diversified Portfolios, Inc.$305K1
500ABC ARBITRAGE SA$304K1
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)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ 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 DTE

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for DTE · financials and macro

Financials — as filed PLANNED

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