Public record / Tickers / DTM

DTM — DT Midstream, Inc.

Both disclosure regimes on one name: who in Congress filed about DTM, 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
5
all PTR rows naming DTM
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
05-14
filed 2025-05-14
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

Maria Elvira Salazar · $15.0K–$50.0K

Purchase · traded 2024-05-01 → filed 2024-06-10. Ranked over every DTM row by the provable lower bound, never a point estimate.

No member disclosed DTM 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

2 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. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING DTM · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning DTM
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-05-14Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 04-07 +37d$1K–$15K
2025-05-06Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 04-29 +7d$1K–$15K
2024-06-10Maria Elvira Salazar R–FL-27Purchase · SP (spouse-owned)Traded 05-01 +40d$15K–$50K
2022-02-11Pete Sessions R–TX-17SaleTraded 01-18 +24d$1K–$15K
2021-09-03Chris Jacobs R–NY-27ExchangeTraded 07-01 LATE·64d$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 5 ↗

Members active in DTM

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

No member disclosed DTM in the trailing 12 months.

Congress ↔ notable managers · DTM

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 $46.0M held

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

Merged timeline of congressional filings and notable-manager moves on DTM
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+56,426 sh
2026-05-15Bridgewater Associates 13Ftrim−181,471 sh
2026-05-15Moore Capital Management 13Fexit−100,000 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

Top institutional holders of DTM for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.5B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$792M1
3VANGUARD CAPITAL MANAGEMENT LLC$615M1
4STATE STREET CORP$440M1
5DEUTSCHE BANK AG\$412M1
6Blackstone Inc.$361M1
759 North Capital Management, LP$353M1
8GEODE CAPITAL MANAGEMENT, LLC$311M1
9DIMENSIONAL FUND ADVISORS LP$307M1
10CITADEL ADVISORS LLC$181M1
11Capital Research Global Investors$153M1
12WESTWOOD HOLDINGS GROUP INC$145M1
13MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$143M1
14MORGAN STANLEY$137M1
15Invesco Ltd.$134M1
16NORTHERN TRUST CORP$122M1
17Merewether Investment Management, LP$112M1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$109M1
19FRANKLIN RESOURCES INC$103M1
20CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$97.9M1
21TWO SIGMA INVESTMENTS, LP$91.1M1
22KAYNE ANDERSON CAPITAL ADVISORS LP$87.5M1
23VANGUARD FIDUCIARY TRUST CO$84.9M1
24EAGLE GLOBAL ADVISORS LLC$84.2M1
25UBS Group AG$83.7M1
26BANK OF AMERICA CORP /DE/$77.1M1
27MASSACHUSETTS FINANCIAL SERVICES CO /MA/$73.2M1
28Mitsubishi UFJ Trust & Banking Corp$70.5M1
29Russell Investments Group, Ltd.$69.3M1
30PRINCIPAL FINANCIAL GROUP INC$68.2M1
31BROOKFIELD Corp /ON/$68.0M1
32Energy Income Partners, LLC$57.9M1
33DUFF & PHELPS INVESTMENT MANAGEMENT CO$56.6M1
34EVENTIDE ASSET MANAGEMENT, LLC$54.1M1
35Nuveen, LLC$52.7M1
36CIBC Bancorp USA Inc.$48.9M1
37Recurrent Investment Advisors LLC$47.8M1
38FIRST TRUST ADVISORS LP$47.3M1
39Gotham Asset Management, LLC$46.0M1
40ALLIANCEBERNSTEIN L.P.$44.9M1
41Focus Partners Wealth$38.8M1
42ENVESTNET ASSET MANAGEMENT INC$38.7M1
43JENNISON ASSOCIATES LLC$34.8M1
44CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$34.6M1
45Retirement Systems of Alabama$33.0M1
46Clearbridge Investments, LLC$32.8M1
47Qube Research & Technologies Ltd$31.3M1
48UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$31.3M1
49Fractal Investments LLC$31.1M1
50JANE STREET GROUP, LLC$30.9M1
51ALPS ADVISORS INC$30.4M1
52ProShare Advisors LLC$30.2M1
53Swiss National Bank$27.1M1
54Yaupon Capital Management LP$25.2M1
55AQR CAPITAL MANAGEMENT LLC$24.2M1
56Legal & General Group Plc$20.3M1
57RAYMOND JAMES FINANCIAL INC$20.0M1
58HENNESSY ADVISORS INC$19.9M1
59LPL Financial LLC$19.7M1
60NEOS Investment Management LLC$18.8M1
61Susquehanna Portfolio Strategies, LLC$18.5M1
62VOLORIDGE INVESTMENT MANAGEMENT, LLC$18.1M1
63Point72 Asset Management, L.P.$18.1M1
64TD ASSET MANAGEMENT INC$16.9M1
65CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$16.2M1
66EXCHANGE TRADED CONCEPTS, LLC$15.6M1
67Edgestream Partners, L.P.$14.0M1
68Man Group plc$13.8M1
69WELLS FARGO & COMPANY/MN$13.6M1
70Catalyst Capital Advisors LLC$13.4M1
71Maryland State Retirement & Pension System$13.0M1
72ROYAL BANK OF CANADA$12.9M1
73MANUFACTURERS LIFE INSURANCE COMPANY, THE$12.2M1
74Ceredex Value Advisors LLC$12.0M1
75Bridgewater Associates, LP$11.9M1
76FMR LLC$11.7M1
77STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$11.4M1
78Creative Planning$10.6M1
79THORNBURG INVESTMENT MANAGEMENT INC$10.4M1
80VANGUARD ASSET MANAGEMENT, Ltd$10.4M1
81Aventail Capital Group, LP$9.8M1
82SEI INVESTMENTS CO$9.3M1
83Connor, Clark & Lunn Investment Management Ltd.$9.3M1
84NEW YORK STATE COMMON RETIREMENT FUND$9.2M1
85Ensign Peak Advisors, Inc$8.7M1
86BALYASNY ASSET MANAGEMENT L.P.$8.6M1
87RR Advisors, LLC$8.3M1
88Allianz Asset Management GmbH$8.3M1
89Cetera Investment Advisers$8.2M1
90Tidal Investments LLC$7.8M1
91STIFEL FINANCIAL CORP$7.6M1
92TWINBEECH CAPITAL LP$7.6M1
93Clark Capital Management Group, Inc.$7.0M1
94Quantinno Capital Management LP$6.6M1
95Aptus Capital Advisors, LLC$6.4M1
96D. E. Shaw & Co., Inc.$6.4M1
97Vanguard Global Advisers, LLC$6.3M1
98BANK OF MONTREAL /CAN/$6.2M1
99Janus Henderson Group Ltd.$6.2M1
100Baird Financial Group, Inc.$5.9M1
101CRAWFORD INVESTMENT COUNSEL INC$5.7M1
102OSAIC HOLDINGS, INC.$5.5M1
103AMERICAN CENTURY COMPANIES INC$5.4M1
104STATE OF WISCONSIN INVESTMENT BOARD$5.3M1
105MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$5.2M1
106HighTower Advisors, LLC$5.2M1
107FIFTH THIRD BANCORP$5.2M1
108NORDEA INVESTMENT MANAGEMENT AB$4.9M1
109COMMONWEALTH EQUITY SERVICES, LLC$4.9M1
110Zurcher Kantonalbank (Zurich Cantonalbank)$4.8M1
111CWM, LLC$4.7M1
112CREDIT AGRICOLE S A$4.7M1
113Holocene Advisors, LP$4.6M1
114Federation des caisses Desjardins du Quebec$4.6M1
115FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$4.5M1
116Sanctuary Advisors, LLC$4.4M1
117Sagefield Capital LP$4.4M1
118WELLINGTON MANAGEMENT GROUP LLP$4.4M1
119Trexquant Investment LP$4.3M1
120State of New Jersey Common Pension Fund D$4.0M1
121CITY HOLDING CO$4.0M1
122Informed Momentum Co LLC$4.0M1
123Brevan Howard Capital Management LP$3.9M1
124Pathstone Holdings, LLC$3.9M1
125Campbell & CO Investment Adviser LLC$3.8M1
126Arizona State Retirement System$3.8M1
127Vanguard Personalized Indexing Management, LLC$3.4M1
128Vanguard Investments Australia, Ltd.$3.4M1
129COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.4M1
130GLENMEDE TRUST CO NA$3.3M1
131CITIGROUP INC$3.3M1
132Hudson Bay Capital Management LP$3.3M1
133KLP KAPITALFORVALTNING AS$3.2M1
134Verition Fund Management LLC$3.1M1
135NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$3.1M1
136Cerity Partners LLC$3.0M1
137Vident Advisory, LLC$2.9M1
138JOHNSON INVESTMENT COUNSEL INC$2.9M1
139OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.8M1
140Harvest Investment Services, LLC$2.8M1
141COMMERCE BANK$2.8M1
142Ausbil Investment Management Ltd$2.7M1
143TD Waterhouse Canada Inc.$2.7M1
144Amundi$2.6M1
145Corient Private Wealth LLC$2.5M1
146Squarepoint Ops LLC$2.5M1
147First American Bank$2.5M1
148COLDSTREAM CAPITAL MANAGEMENT INC$2.5M1
149Heights Point Management, LP$2.4M1
150Universal- Beteiligungs- und Servicegesellschaft mbH$2.4M1
151MERCER GLOBAL ADVISORS INC /ADV$2.4M1
152New Age Alpha Advisors, LLC$2.4M1
153Bernard Wealth Management Corp.$2.4M1
154Blue Chip Partners, LLC$2.4M1
155Pictet Asset Management Holding SA$2.3M1
156Sigma Planning Corp$2.2M1
157MML INVESTORS SERVICES, LLC$2.2M1
158COOKSON PEIRCE & CO INC$2.2M1
159Covalis Capital LLP$2.1M1
160Atria Investments, Inc$2.1M1
161MILLENNIUM MANAGEMENT LLC$2.1M1
162BRIGHT ROCK CAPITAL MANAGEMENT, LLC$2.0M1
163Linden Thomas Advisory Services, LLC$2.0M1
164Orion Porfolio Solutions, LLC$2.0M1
165NewEdge Advisors, LLC$1.9M1
166FIRST CITIZENS BANK & TRUST CO$1.9M1
167TRUIST FINANCIAL CORP$1.9M1
168NATIXIS$1.8M1
169Envestnet Portfolio Solutions, Inc.$1.8M1
170XPONANCE LLC$1.8M1
171Bridgewater Advisors Inc.$1.8M1
172&PARTNERS$1.8M1
173AE Wealth Management LLC$1.7M1
174Merit Financial Group, LLC$1.7M1
175NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.7M1
176Walleye Capital LLC$1.7M1
177Cresset Asset Management, LLC$1.7M1
178Zurich Insurance Group Ltd/FI$1.7M1
179Allspring Global Investments Holdings, LLC$1.6M1
180PRUDENTIAL FINANCIAL INC$1.6M1
181Sequoia Financial Advisors, LLC$1.5M1
182AXQ CAPITAL, LP$1.5M1
183Frank, Rimerman Advisors LLC$1.4M1
184Drucker Wealth 3.0, LLC$1.4M1
185Rockefeller Capital Management L.P.$1.4M1
186QUADRANT CAPITAL GROUP LLC$1.4M1
187RETIREMENT GUYS FORMULA LLC$1.4M1
188BRASADA CAPITAL MANAGEMENT, LP$1.4M1
189Spartan Wealth Advisory Services LLC$1.4M1
190TEACHER RETIREMENT SYSTEM OF TEXAS$1.4M1
191Metis Global Partners, LLC$1.3M1
192WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.3M1
193FEDERATED HERMES, INC.$1.3M1
194CASTLEARK MANAGEMENT LLC$1.3M1
195VestGen Advisors, LLC$1.3M1
196Turtle Creek Wealth Advisors, LLC$1.3M1
197J.W. COLE ADVISORS, INC.$1.3M1
198Summit Trail Advisors, LLC$1.3M1
199US BANCORP \DE\$1.2M1
200TWO SIGMA SECURITIES, LLC$1.2M1
201Jefferies Financial Group Inc.$1.1M1
202INTECH INVESTMENT MANAGEMENT LLC$1.1M1
203Crossmark Global Holdings, Inc.$1.1M1
204Palo Duro Investment Partners, LP$1.1M1
205Kestra Advisory Services, LLC$1.1M1
206M&T BANK CORP$1.1M1
207Eurizon Capital SGR S.p.A.$1.1M1
208Modern Wealth Management, LLC$1.1M1
209PDT Partners, LLC$1.0M1
210BLAIR WILLIAM & CO/IL$1.0M1
211Caprock Group, LLC$1.0M1
212SECURIAN ASSET MANAGEMENT, INC$1.0M1
213VestGen Investment Management$1.0M1
214VOYA INVESTMENT MANAGEMENT LLC$996K1
215SUSQUEHANNA INTERNATIONAL GROUP, LLP$992K1
216O'SHAUGHNESSY ASSET MANAGEMENT, LLC$989K1
217JONES FINANCIAL COMPANIES LLLP$981K1
218PRUDENTIAL PLC$979K1
219Savant Capital, LLC$977K1
220WNY Asset Management, LLC$974K1
221Hennion & Walsh Asset Management, Inc.$950K1
222Independent Advisor Alliance$896K1
223XTX Topco Ltd$886K1
224Brooklyn Investment Group$885K1
225Y-Intercept (Hong Kong) Ltd$874K1
226OPPENHEIMER ASSET MANAGEMENT INC.$868K1
227BROWN BROTHERS HARRIMAN & CO$844K1
228Swiss Life Asset Management Ltd$815K1
229DAVENPORT & Co LLC$808K1
230KESTRA PRIVATE WEALTH SERVICES, LLC$806K1
231FSA Advisors, Inc.$804K1
232QRG CAPITAL MANAGEMENT, INC.$764K1
233SIMON QUICK ADVISORS, LLC$755K1
234Private Advisor Group, LLC$747K1
235Utah Retirement Systems$727K1
236PFG Investments, LLC$710K1
237MARSHALL WACE, LLP$700K1
238Vestmark Advisory Solutions, Inc.$686K1
239DnB Asset Management AS$685K1
240Sculati Wealth Management, LLC$675K1
241GUGGENHEIM CAPITAL LLC$674K1
242HB Wealth Management, LLC$674K1
243Callan Family Office, LLC$670K1
244Elm3 Financial Group, LLC$643K1
245Meeder Advisory Services, Inc.$634K1
246Hardy Reed LLC$633K1
247Tower Research Capital LLC (TRC)$627K1
248Legacy Wealth Asset Management, LLC$614K1
249EVERGREEN CAPITAL MANAGEMENT LLC$596K1
250PINNACLE ASSOCIATES LTD$585K1
251MQS Management LLC$581K1
252Inspire Investing, LLC$570K1
253M1 Capital Management LLC$552K1
254Impact Capital Partners LLC$540K1
255Asset Management One Co., Ltd.$535K1
256INCEPTIONR LLC$533K1
257Legacy Capital Group California, Inc.$528K1
258RITHOLTZ WEALTH MANAGEMENT$528K1
259Procyon Advisors, LLC$526K1
260Foguth Wealth Management, LLC.$518K1
261Strategic Financial Group, LLC$508K1
262Allworth Financial LP$491K1
263PANAGORA ASSET MANAGEMENT INC$488K1
264OPPENHEIMER & CO INC$467K1
265Integrated Wealth Concepts LLC$463K1
266ARBOR TRUST WEALTH ADVISORS, LLC$462K1
267MGO ONE SEVEN LLC$462K1
268Wedmont Private Capital$462K1
269SHELTON CAPITAL MANAGEMENT$456K1
270Blue Water Asset Management$451K1
271SBI Okasan Asset Management Co.Ltd.$445K1
272SIGMA INVESTMENT COUNSELORS INC$444K1
273ELEVATION POINT WEALTH PARTNERS, LLC$436K1
274CIBC Asset Management Inc$427K1
275ELCO Management Co., LLC$424K1
276Dougherty & Associates, LLC$423K1
277Cranbrook Wealth Management, LLC$418K1
278Secure Asset Management, LLC$407K1
279North Dakota State Investment Board$399K1
280Acorn Wealth Advisors, LLC$397K1
281Equitable Holdings, Inc.$390K1
282Lakeshore Financial Planning, Inc.$386K1
283Parcion Private Wealth LLC$386K1
284NewEdge Wealth, LLC$380K1
285NORDEN GROUP LLC$379K1
286UNITED CAPITAL FINANCIAL ADVISORS, LLC$374K1
287Pinnacle Wealth Management Group, Inc.$371K1
288Capital Investment Advisors, LLC$368K1
289MAI Capital Management$366K1
290Prospera Financial Services Inc$365K1
291Blue Trust, Inc.$362K1
292Advance Capital Management, Inc.$360K1
293GATEWAY INVESTMENT ADVISERS LLC$356K1
294Advisory Alpha, LLC$354K1
295Waverly Advisors, LLC$352K1
296Stonebrook Private Inc.$345K1
297Ballentine Partners, LLC$343K1
298SIGNATUREFD, LLC$342K1
299Rehmann Capital Advisory Group$340K1
300XML Financial, LLC$337K1
301Apella Capital, LLC$335K1
302OneAscent Investment Solutions LLC$332K1
303EP Wealth Advisors, LLC$328K1
304Dynamic Technology Lab Private Ltd$327K1
305Mutual Advisors, LLC$326K1
306Lido Advisors, LLC$325K1
307Center for Financial Planning, Inc.$324K1
308Valmark Advisers, Inc.$322K1
309Signal Advisors Wealth, LLC$320K1
310PROFUND ADVISORS LLC$316K1
311Meiji Yasuda Asset Management Co Ltd.$316K1
312BNP Paribas Asset Management Holding S.A.$315K1
313Jump Financial, LLC$314K1
314AlphaCore Capital LLC$312K1
315Empowered Funds, LLC$311K1
316HUNTINGTON NATIONAL BANK$310K1
317MORTON COMMUNITY BANK$310K1
318Mariner, LLC$309K1
319Numerai GP LLC$308K1
320BTG Pactual Asset Management US LLC$302K1
321Hummer Financial Advisory Services Inc$299K1
322LAZARD ASSET MANAGEMENT LLC$296K1
323Finward Bancorp$294K1
324Kingsview Wealth Management, LLC$289K1
325D.A. DAVIDSON & CO.$280K1
326Steward Partners Investment Advisory, LLC$279K1
327EntryPoint Capital, LLC$277K1
328Antonelli Financial Advisors, LLC$276K1
329MONEY CONCEPTS CAPITAL CORP$276K1
330Values First Advisors, Inc.$275K1
331Vise Technologies, Inc.$274K1
332Snowden Capital Advisors LLC$271K1
333Wealthfront Advisers LLC$270K1
334Venture Visionary Partners LLC$268K1
335Laird Norton Wetherby Trust Company, LLC$267K1
336INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$261K1
337Quantum Financial Advisors, LLC$259K1
338Compound Planning, Inc.$258K1
339Arbor Wealth Advisors LLC$256K1
340CHOREO, LLC$256K1
341McKinley Carter Wealth Services, Inc.$249K1
342SJS Investment Consulting Inc.$249K1
343Advisors Capital Management, LLC$248K1
344STRATEGY ASSET MANAGERS LLC$246K1
345BRIGHTON SECURITIES CORP.$245K1
346BOOTHBAY FUND MANAGEMENT, LLC$245K1
347GEM Asset Management, LLC$244K1
348MIRABELLA FINANCIAL SERVICES LLP$242K1
349Sound View Wealth Advisors Group, LLC$241K1
350Gladstone Institutional Advisory LLC$240K1
351Discipline Wealth Solutions, LLC$239K1
352BROWN WEALTH MANAGEMENT, LLC$239K1
353OneAscent Financial Services LLC$237K1
354Kovack Advisors, Inc.$236K1
355Checchi Capital Advisers, LLC$235K1
356AIGEN INVESTMENT MANAGEMENT, LP$235K1
357Concurrent Investment Advisors, LLC$233K1
358Curated Wealth Partners LLC$232K1
359Inscription Capital, LLC$231K1
360Capital Asset Advisory Services LLC$231K1
361William Mack & Associates, Inc.$230K1
362CITIZENS FINANCIAL GROUP INC/RI$229K1
363OneDigital Investment Advisors LLC$229K1
364Amplify Investments, LLC$229K1
365Mesirow Financial Investment Management, Inc.$228K1
366BALANCED WEALTH GROUP LLC$222K1
367Columbia Asset Management$220K1
368C2C Wealth Management, LLC$220K1
369Chicago Capital, LLC$217K1
370Quadrature Capital Ltd$216K1
371Wealthspire Advisors, LLC$216K1
372Candriam S.C.A.$215K1
373Perigon Wealth Management, LLC$215K1
374Diversified Trust Co$213K1
375Midwest Capital Advisors, LLC$212K1
376Essex Financial Services, Inc.$210K1
377Sovereign Financial Group, Inc.$208K1
378Patriot Financial Group Insurance Agency, LLC$207K1
379Aristotle Capital Management, LLC$206K1
380Brookstone Capital Management$205K1
381Forvis Mazars Wealth Advisors, LLC$204K1
382NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$203K1
383Palisade Asset Management, LLC$202K1
384Greenland Capital Management LP$202K1
385Smartleaf Asset Management LLC$194K1
386CENTRAL TRUST Co$185K1
387Virtus Investment Advisers, LLC$185K1
388Larson Financial Group LLC$181K1
389UMB Bank, n.a.$163K1
390Venturi Wealth Management, LLC$148K1
391MCF Advisors LLC$136K1
392Geneos Wealth Management Inc.$134K1
393Rialto Wealth Management, LLC$117K1
394Aster Capital Management (DIFC) Ltd$114K1
395DELTA ASSET MANAGEMENT LLC/TN$103K1
396GeoWealth Management, LLC$97.8K1
397WEBSTER BANK, N. A.$97.6K1
398ASSETMARK, INC$95.9K1
399GHP Investment Advisors, Inc.$91.4K1
400Clearstead Advisors, LLC$88.5K1
401Financial Perspectives, Inc$86.3K1
402NOMURA ASSET MANAGEMENT CO LTD$76.8K1
403Ascentis Independent Advisors$74.9K1
404HUSSMAN STRATEGIC ADVISORS, INC.$67.3K1
405Global Assets Advisory, LLC$67.3K1
406Daiwa Securities Group Inc.$66.0K1
407Keating Financial Advisory Services, Inc.$63.2K1
408Pacific Center for Financial Services$61.8K1
409LOS ANGELES CAPITAL MANAGEMENT LLC$59.3K1
410First Command Advisory Services, Inc.$59.1K1
411RHL GROUP, LLC$56.3K1
412Scarborough Advisors, LLC$56.0K1
413Spire Wealth Management$47.0K1
414DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC$43.6K1
415Destiny Wealth Partners, LLC$40.9K1
416Cassaday & Co Wealth Management LLC$40.5K1
417MATHER GROUP, LLC.$39.7K1
418Owl Creek Wealth Partners LLC$37.0K1
419Bell Investment Advisors, Inc$35.7K1
420Crewe Advisors LLC$34.2K1
421Parkside Financial Bank & Trust$33.9K1
422GODSEY & GIBB, INC$33.7K1
423Oakworth Capital, Inc.$33.5K1
424CONTRAVISORY INVESTMENT MANAGEMENT, INC.$32.3K1
425HHM Wealth Advisors, LLC$29.6K1
426Mitsubishi UFJ Asset Management Co., Ltd.$29.0K1
427Leo H. Evart, Inc.$27.6K1
428Dakota Community Bank & Trust NA$26.9K1
429Magnolia Wealth Management, LLC$26.5K1
430Pinnacle Bancorp, Inc.$26.0K1
431SITTNER & NELSON, LLC$24.4K1
432Centennial Bank/AR/$23.6K1
433TOTH FINANCIAL ADVISORY CORP$23.4K1
434HM PAYSON & CO$20.2K1
435Coastline Trust Co$20.2K1
436Bayforest Capital Ltd$19.7K1
437Stone House Investment Management, LLC$17.0K1
438Atlantic Union Bankshares Corp$16.8K1
439Caldwell Trust Co$16.8K1
440MCGUIRE CAPITAL ADVISORS INC$16.8K1
441Retirement Wealth Solutions LLC$16.4K1
442CVA Family Office, LLC$16.3K1
443CDKV HOLDINGS LLC$16.0K1
444Clearstead Trust, LLC$14.3K1
445JFS WEALTH ADVISORS, LLC$13.2K1
446Key FInancial Inc$13.2K1
447Grove Bank & Trust$12.5K1
448NEW YORK STATE TEACHERS RETIREMENT SYSTEM$12.2K1
449FARMERS & MERCHANTS INVESTMENTS INC$11.9K1
450Asset Dedication, LLC$11.2K1
451Annis Gardner Whiting Capital Advisors, LLC$11.1K1
452MB, LEVIS & ASSOCIATES, LLC$11.0K1
453S&T BANK/PA$10.5K1
454N.E.W. Advisory Services LLC$9.7K1
455Smallwood Wealth Investment Management, LLC$9.6K1
456MEEDER ASSET MANAGEMENT INC$9.4K1
457WPG Advisers, LLC$9.2K1
458Walsh & Associates, LLC$8.9K1
459TD PRIVATE CLIENT WEALTH LLC$8.8K1
460Clark Wealth Partners$8.7K1
461Breakwater Investment Management$8.6K1
462Hilltop National Bank$8.1K1
463ALBION FINANCIAL GROUP /UT$6.9K1
464EASTERN BANK$6.7K1
4651 NORTH WEALTH SERVICES LLC$6.7K1
466Beaird Harris Wealth Management, LLC$6.7K1
467ARMSTRONG ADVISORY GROUP, INC$6.7K1
468VAN ECK ASSOCIATES CORP$6.6K1
469Private Wealth Management Group, LLC$6.6K1
470Manchester Capital Management LLC$6.1K1
471Atlantic Edge Private Wealth Management, LLC$6.1K1
472SOUTHERN MICHIGAN BANK & TRUST$5.9K1
473Treasurer of the State of North Carolina$5.8K1
474State of Alaska, Department of Revenue$5.5K1
475Kemnay Advisory Services Inc.$5.5K1
476THRIVENT FINANCIAL FOR LUTHERANS$5.4K1
477Wilmington Savings Fund Society, FSB$5.3K1
478Ritter Daniher Financial Advisory LLC / DE$4.6K1
479Premier Fund Managers Ltd$4.4K1
480Wealth Preservation Advisors, LLC$4.3K1
481CALDWELL SUTTER CAPITAL, INC.$4.0K1
482Physician Wealth Advisors, Inc.$3.8K1
483BFSG, LLC$3.4K1
484JPL Wealth Management, LLC$3.4K1
485Janney Montgomery Scott LLC$3.2K1
486True Wealth Design, LLC$3.2K1
487Rachor Investment Advisory Services, LLC$2.9K1
488Pinnacle Wealth Planning Services, Inc.$2.8K1
489Rakuten Securities, Inc.$2.7K1
490SHP Wealth Management$2.6K1
491DiNuzzo Private Wealth, Inc.$2.2K1
492Strengthening Families & Communities, LLC$2.0K1
493Cromwell Holdings LLC$2.0K1
494Marquette Asset Management, LLC$1.9K1
495Vanguard National Trust Co$1.9K1
496Sachetta, LLC$1.4K1
497Prestige Wealth Management Group LLC$1.2K1
498BROWN, LISLE/CUMMINGS, INC.$1.1K1
499HFM Investment Advisors, LLC$1.1K1
500Vermillion Wealth Management, Inc.$9431
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 DTM

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for DTM · financials and macro

Financials — as filed PLANNED

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