Public record / Tickers / DVA

DVA — DAVITA INC.

Both disclosure regimes on one name: who in Congress filed about DVA, 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
14
all PTR rows naming DVA
Members · 12m
2
2 buys · 2 sells · by trade date
Latest PTR
08-05
filed 2026-08-05
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

Julie Johnson · $1.0K–$15.0K

Sale · traded 2025-09-23 → filed 2026-08-05. Ranked over every DVA row by the provable lower bound, never a point estimate.

2 members · 2 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.

5 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

4 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. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING DVA · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning DVA
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 2025-09-23 LATE·316d$1K–$15K
2026-08-05Julie Johnson D–TX-32Purchase · JT (jointly owned)Traded 2025-09-23 LATE·316d$1K–$15K
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2025-10-07Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 09-25 +12d$1K–$15K
2024-01-17Jerry Moran R–KSSaleTraded 2023-12-14 +34d$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 14 ↗

Members active in DVA

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing DVA 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.
Julie Johnson D–TX-323−$29.0K to $13.0K4
Alan Armstrong R–OK1$1.0K to $15.0K2

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

Congress ↔ notable managers · DVA

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

Congress · last 90 days

Buyers
2 Alan Armstrong R–OK, Julie Johnson D–TX-32 $2K–$30K
Sellers
1 Julie Johnson D–TX-32 $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $27.0M held

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

Merged timeline of congressional filings and notable-manager moves on DVA
DateWhoChangeSize
2026-08-05Julie Johnson CongressSale$1K–$15K
2026-08-05Julie Johnson CongressPurchase$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+30,286 sh
2026-05-15Berkshire Hathaway 13Ftrim−1,658,480 sh
2026-05-15Bridgewater Associates 13Ftrim−14,120 sh
2026-05-15Moore Capital Management 13Fexit−56,354 sh

7 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 DVA for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BERKSHIRE HATHAWAY INC$4.6B1
2BlackRock, Inc.$425M1
3VANGUARD CAPITAL MANAGEMENT LLC$335M1
4MORGAN STANLEY$256M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$227M1
6Invesco Ltd.$226M1
7STATE STREET CORP$208M1
8DIMENSIONAL FUND ADVISORS LP$176M1
9ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$171M1
10GEODE CAPITAL MANAGEMENT, LLC$144M1
11Gates Capital Management, Inc.$111M1
12CITADEL ADVISORS LLC$111M1
13UBS Group AG$100.0M1
14D. E. Shaw & Co., Inc.$77.6M1
15Bank of New York Mellon Corp$70.3M1
16Woodline Partners LP$69.6M1
17NORTHERN TRUST CORP$63.5M1
18AQR CAPITAL MANAGEMENT LLC$62.8M1
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC$59.0M1
20NORDEA INVESTMENT MANAGEMENT AB$58.6M1
21Doma Perpetual Capital Management LLC$48.6M1
22Freestone Grove Partners LP$48.4M1
23JANE STREET GROUP, LLC$47.0M1
24DEUTSCHE BANK AG\$40.3M1
25ROYAL BANK OF CANADA$37.3M1
26WEDGE CAPITAL MANAGEMENT L L P/NC$37.1M1
27BANK OF AMERICA CORP /DE/$37.0M1
28Quantinno Capital Management LP$35.8M1
29Tidal Investments LLC$35.3M1
30TODD ASSET MANAGEMENT LLC$34.2M1
31VANGUARD FIDUCIARY TRUST CO$29.7M1
32RENAISSANCE TECHNOLOGIES LLC$29.1M1
33Gotham Asset Management, LLC$27.0M1
34Allianz Asset Management GmbH$25.4M1
35UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$23.3M1
36Engineers Gate Manager LP$21.7M1
37Amundi$17.7M1
38OSAIC HOLDINGS, INC.$17.6M1
39VICTORY CAPITAL MANAGEMENT INC$17.2M1
40Legal & General Group Plc$15.6M1
41Squarepoint Ops LLC$15.4M1
42SCHRODER INVESTMENT MANAGEMENT GROUP$14.9M1
43Nuveen, LLC$14.8M1
44CANADA PENSION PLAN INVESTMENT BOARD$14.1M1
45BARCLAYS PLC$13.7M1
46Connor, Clark & Lunn Investment Management Ltd.$12.6M1
47CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$12.2M1
48HSBC HOLDINGS PLC$12.1M1
49Swiss National Bank$11.8M1
50Vanguard Global Advisers, LLC$10.7M1
51Man Group plc$10.7M1
52SEI INVESTMENTS CO$10.5M1
53National Philanthropic Trust$9.7M1
54Susquehanna Portfolio Strategies, LLC$9.4M1
55Te Ahumairangi Investment Management Ltd$9.1M1
56MILLENNIUM MANAGEMENT LLC$8.5M1
57Fund 1 Investments, LLC$8.3M1
58STOREBRAND ASSET MANAGEMENT AS$8.3M1
59Corient Private Wealth LLC$8.3M1
60Ranmore Fund Management Ltd$7.7M1
61Quadrature Capital Ltd$7.6M1
62VOLORIDGE INVESTMENT MANAGEMENT, LLC$7.6M1
63TWO SIGMA INVESTMENTS, LP$7.6M1
64Robeco Institutional Asset Management B.V.$7.3M1
65Aquatic Capital Management LLC$7.1M1
66ALLIANCEBERNSTEIN L.P.$7.0M1
67CITIGROUP INC$6.8M1
68SUSQUEHANNA INTERNATIONAL GROUP, LLP$6.7M1
69ARMISTICE CAPITAL, LLC$6.6M1
70Mitsubishi UFJ Trust & Banking Corp$6.4M1
71Inlet Private Wealth, LLC$6.2M1
72Eurizon Capital SGR S.p.A.$6.2M1
73PRINCIPAL FINANCIAL GROUP INC$6.1M1
74GHP Investment Advisors, Inc.$6.1M1
75Mitsubishi UFJ Asset Management Co., Ltd.$6.1M1
76RAYMOND JAMES FINANCIAL INC$6.0M1
77FIFTH THIRD BANCORP$5.9M1
78BANK OF MONTREAL /CAN/$5.9M1
79FIRST TRUST ADVISORS LP$5.8M1
80Janus Henderson Group Ltd.$5.7M1
81FMR LLC$5.6M1
82NATIONAL BANK OF CANADA /FI/$5.5M1
83Jefferies Financial Group Inc.$5.4M1
84Callahan Advisors, LLC$5.4M1
85VANGUARD ASSET MANAGEMENT, Ltd$5.4M1
86Assenagon Asset Management S.A.$5.3M1
87Schonfeld Strategic Advisors LLC$5.2M1
88DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$5.1M1
89STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$5.0M1
90Summit Trail Advisors, LLC$4.9M1
91PFA Pension, Forsikringsaktieselskab$4.9M1
92WELLS FARGO & COMPANY/MN$4.4M1
93NISA INVESTMENT ADVISORS, LLC$4.4M1
94Numerai GP LLC$4.4M1
95NEW YORK STATE COMMON RETIREMENT FUND$4.3M1
96MANUFACTURERS LIFE INSURANCE COMPANY, THE$4.2M1
97FRANKLIN RESOURCES INC$4.0M1
98Qsemble Capital Management, LP$3.6M1
99Point72 Asset Management, L.P.$3.4M1
100WORLDQUANT MILLENNIUM ADVISORS LLC$3.3M1
101CIBC Bancorp USA Inc.$3.3M1
102OCCUDO QUANTITATIVE STRATEGIES LP$3.3M1
103Bridgewater Associates, LP$3.2M1
104FORA Capital, LLC$3.2M1
105STATE OF WISCONSIN INVESTMENT BOARD$3.0M1
106Creative Planning$3.0M1
107Curated Wealth Partners LLC$2.9M1
108LPL Financial LLC$2.8M1
109ExodusPoint Capital Management, LP$2.8M1
110Chevy Chase Trust Holdings, LLC$2.8M1
111BROWN ADVISORY INC$2.7M1
112PEAK6 LLC$2.7M1
113Mariner, LLC$2.6M1
114APG Asset Management N.V.$2.6M1
115Oak Thistle LLC$2.6M1
116AMERIPRISE FINANCIAL INC$2.5M1
117Focus Partners Wealth$2.5M1
118MERCER GLOBAL ADVISORS INC /ADV$2.4M1
119State of New Jersey Common Pension Fund D$2.3M1
120BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2.3M1
121Cannell & Spears LLC$2.3M1
122ROMANO BROTHERS AND COMPANY$2.2M1
123O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.2M1
124Financial Engines Advisors L.L.C.$2.2M1
125Zurcher Kantonalbank (Zurich Cantonalbank)$2.1M1
126HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$2.0M1
127GLOBEFLEX CAPITAL L P$2.0M1
128Taproot Management LP$1.9M1
129LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.9M1
130SIMPLEX TRADING, LLC$1.9M1
131Universal- Beteiligungs- und Servicegesellschaft mbH$1.9M1
132NOMURA HOLDINGS INC$1.9M1
133Quantbot Technologies LP$1.9M1
134COMMONWEALTH EQUITY SERVICES, LLC$1.8M1
135Baird Financial Group, Inc.$1.7M1
136NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$1.7M1
137Wealthfront Advisers LLC$1.7M1
138CONTINENTAL ADVISORS LLC$1.7M1
139PFG Investments, LLC$1.7M1
140Arizona State Retirement System$1.6M1
141CREDIT AGRICOLE S A$1.6M1
142IEQ CAPITAL, LLC$1.6M1
143PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$1.6M1
144ENVESTNET ASSET MANAGEMENT INC$1.6M1
145Urban Wealth Management, LLC$1.5M1
146Vanguard Investments Australia, Ltd.$1.5M1
147Cerity Partners LLC$1.5M1
148PUBLIC SECTOR PENSION INVESTMENT BOARD$1.5M1
149MetLife Investment Management, LLC$1.4M1
150CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$1.4M1
151FOX RUN MANAGEMENT, L.L.C.$1.4M1
152Czech National Bank$1.4M1
153GROUP ONE TRADING LLC$1.4M1
154NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.4M1
155MACKENZIE FINANCIAL CORP$1.4M1
156Martin Capital Advisors, LLP$1.4M1
157MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.3M1
158STATE OF MICHIGAN RETIREMENT SYSTEM$1.3M1
159CIBC Asset Management Inc$1.3M1
160UniSuper Management Pty Ltd$1.3M1
161KLP KAPITALFORVALTNING AS$1.3M1
162LECAP ASSET MANAGEMENT LTD$1.3M1
163Pictet Asset Management Holding SA$1.3M1
164Cetera Investment Advisers$1.2M1
165Pathstone Holdings, LLC$1.2M1
166Point Nemo Capital, LLC$1.2M1
167COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.2M1
168VOYA INVESTMENT MANAGEMENT LLC$1.2M1
169Centiva Capital, LP$1.2M1
170TWO SIGMA SECURITIES, LLC$1.2M1
171Diversified Trust Co$1.2M1
172XPONANCE LLC$1.1M1
173HighTower Advisors, LLC$1.1M1
174Fox Hill Wealth Management$1.1M1
175Mirae Asset Global Investments Co., Ltd.$1.1M1
176Illinois Municipal Retirement Fund$1.1M1
177Financial Strategies Group, Inc.$1.1M1
178Mountain Lake Investment Management LLC$1.1M1
179Retirement Systems of Alabama$1.1M1
180Vanguard Personalized Indexing Management, LLC$1.1M1
181CWM, LLC$1.1M1
182UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.1M1
183Clarkston Capital Partners, LLC$1.1M1
184Kintegral Advisory, LLC$1.1M1
185WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.0M1
186Kesler, Norman & Wride, LLC$1.0M1
187EXCHANGE TRADED CONCEPTS, LLC$1.0M1
188CONTRAVISORY INVESTMENT MANAGEMENT, INC.$1.0M1
189TEACHER RETIREMENT SYSTEM OF TEXAS$1.0M1
190MISSION WEALTH MANAGEMENT, LP$1.0M1
191Federation des caisses Desjardins du Quebec$989K1
192COMMERCE BANK$984K1
193DANSKE BANK A/S$968K1
194Advisors Asset Management, Inc.$955K1
195TD ASSET MANAGEMENT INC$895K1
196Camelot Portfolios, LLC$891K1
197Swiss Life Asset Management Ltd$878K1
198YOUSIF CAPITAL MANAGEMENT, LLC$878K1
199DENALI ADVISORS LLC$867K1
200DELTA FINANCIAL ADVISORS LLC$858K1
201Invst, LLC$851K1
202Lighthouse Investment Partners, LLC$833K1
203RITHOLTZ WEALTH MANAGEMENT$828K1
204Bridgefront Capital, LLC$827K1
205Perbak Capital Partners LLP$823K1
206ProShare Advisors LLC$809K1
207DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$806K1
208TORONTO DOMINION BANK$794K1
209STIFEL FINANCIAL CORP$791K1
210Gladstone Institutional Advisory LLC$775K1
211Radnor Capital Management, LLC$738K1
212NEOS Investment Management LLC$733K1
213Savant Capital, LLC$721K1
214IQ EQ FUND MANAGEMENT (IRELAND) Ltd$707K1
215Brooklyn Investment Group$690K1
216JOHNSON INVESTMENT COUNSEL INC$685K1
217Ethic Inc.$681K1
218SEB Asset Management AB$658K1
219IMC-Chicago, LLC$648K1
220ARS Wealth Advisors Group, LLC$630K1
221AVIVA PLC$630K1
222M&T BANK CORP$627K1
223Tower Research Capital LLC (TRC)$619K1
224AMERICAN CENTURY COMPANIES INC$615K1
225OREGON PUBLIC EMPLOYEES RETIREMENT FUND$588K1
226MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$547K1
227TRUIST FINANCIAL CORP$547K1
228Sage Investment Counsel LLC$546K1
229CAPSTONE INVESTMENT ADVISORS, LLC$508K1
230Empowered Funds, LLC$506K1
231Cresset Asset Management, LLC$498K1
232Prospera Financial Services Inc$484K1
233AIGEN INVESTMENT MANAGEMENT, LP$471K1
234BOOTHBAY FUND MANAGEMENT, LLC$468K1
235Laird Norton Wetherby Trust Company, LLC$464K1
236Steward Partners Investment Advisory, LLC$462K1
237Watershed Asset Management, L.L.C.$462K1
238Performance Wealth Partners, LLC$461K1
239DECISION INVESTMENTS, INC$458K1
240NATIXIS$445K1
241Chicago Partners Investment Group LLC$440K1
242NWF Advisory Services Inc.$436K1
243US BANCORP \DE\$434K1
244AVALON CAPITAL MANAGEMENT$432K1
245Daiwa Securities Group Inc.$418K1
246State of Wyoming$413K1
247Sequoia Financial Advisors, LLC$404K1
248Beverly Hills Private Wealth, LLC$402K1
249Crossmark Global Holdings, Inc.$400K1
250Edgestream Partners, L.P.$398K1
251Rafferty Asset Management, LLC$396K1
252EVERGREEN CAPITAL MANAGEMENT LLC$382K1
253Value Investment Professionals, LLC$377K1
254WELLINGTON MANAGEMENT GROUP LLP$365K1
255Smith Group Asset Management, LLC$362K1
256Lido Advisors, LLC$361K1
257Atria Investments, Inc$359K1
258OMERS ADMINISTRATION Corp$351K1
259Heartland Bank & Trust Co$351K1
260BANK OF NOVA SCOTIA$350K1
261Beacon Pointe Advisors, LLC$348K1
262Andrew Hill Investment Advisors, Inc.$348K1
263Dynamic Advisor Solutions LLC$343K1
264ACORN FINANCIAL ADVISORY SERVICES INC /ADV$337K1
265Ensign Peak Advisors, Inc$336K1
266Orion Porfolio Solutions, LLC$333K1
267QUADRANT CAPITAL GROUP LLC$331K1
268E Fund Management Co., Ltd.$328K1
269Checchi Capital Advisers, LLC$325K1
270VARCOV Co.$322K1
271Norinchukin Bank, The$318K1
272Empirical Finance, LLC$313K1
273Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$313K1
274MIZUHO SECURITIES USA LLC$310K1
275DnB Asset Management AS$310K1
276Aviance Capital Partners, LLC$307K1
277GATEWAY INVESTMENT ADVISERS LLC$307K1
278denkapparat Operations GmbH$298K1
279HARTFORD INVESTMENT MANAGEMENT CO$295K1
280HB Wealth Management, LLC$293K1
281Wedmont Private Capital$293K1
282PATTON FUND MANAGEMENT, INC.$290K1
283Verition Fund Management LLC$289K1
284Utah Retirement Systems$286K1
285Maryland State Retirement & Pension System$286K1
286NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$283K1
287Concurrent Investment Advisors, LLC$280K1
288Focus Partners Advisor Solutions, LLC$280K1
289MML INVESTORS SERVICES, LLC$279K1
290Lifeworks Advisors, LLC$278K1
291Sterling Capital Management LLC$277K1
292Sumitomo Mitsui Trust Group, Inc.$272K1
293Lombard Odier Asset Management (USA) Corp$270K1
294GREENLEAF TRUST$270K1
295Sanctuary Advisors, LLC$270K1
296Merit Financial Group, LLC$269K1
297Farringdon Capital, Ltd.$266K1
298BNP Paribas Asset Management Holding S.A.$265K1
299Applied Finance Capital Management, LLC$264K1
300COLDSTREAM CAPITAL MANAGEMENT INC$262K1
301Vident Advisory, LLC$261K1
302Aberdeen Group plc$261K1
303KEYBANK NATIONAL ASSOCIATION/OH$261K1
304Callan Family Office, LLC$258K1
305Frec Markets, Inc.$257K1
306111 Capital$257K1
307ARISTEIA CAPITAL, L.L.C.$255K1
308Brevan Howard Capital Management LP$251K1
309Allspring Global Investments Holdings, LLC$251K1
310D.A. DAVIDSON & CO.$251K1
311MAI Capital Management$250K1
312PANAGORA ASSET MANAGEMENT INC$248K1
313Deseret Mutual Benefit Administrators$246K1
314Clearstead Advisors, LLC$243K1
315Kingsview Wealth Management, LLC$234K1
316Cinctive Capital Management LP$233K1
317Moran Wealth Management, LLC$232K1
318DOPKINS WEALTH MANAGEMENT, LLC$231K1
319Peregrine Asset Advisers, Inc.$231K1
320WINTON GROUP Ltd$231K1
321COOKSON PEIRCE & CO INC$227K1
322Kera Capital Partners, Inc.$218K1
323SAGE RHINO CAPITAL LLC$218K1
324Apollon Wealth Management, LLC$217K1
325CHOREO, LLC$213K1
326Twin Tree Management, LP$212K1
327Fielder Capital Group LLC$211K1
328MUFG Securities EMEA plc$210K1
329BEESE FULMER INVESTMENT MANAGEMENT, INC.$209K1
330DRW Securities, LLC$208K1
331WADDELL & ASSOCIATES, LLC$207K1
332NOMURA ASSET MANAGEMENT CO LTD$206K1
333Baker Avenue Asset Management, LP$202K1
334Asset Management One Co., Ltd.$189K1
335Bayforest Capital Ltd$178K1
336MACQUARIE GROUP LTD$169K1
337Allworth Financial LP$165K1
338Rockefeller Capital Management L.P.$164K1
339MATHER GROUP, LLC.$158K1
340PICTON MAHONEY ASSET MANAGEMENT$155K1
341Neo Ivy Capital Management$146K1
342LSV ASSET MANAGEMENT$143K1
343MUFG SECURITIES AMERICAS INC.$142K1
344SECURIAN ASSET MANAGEMENT, INC$138K1
345Smartleaf Asset Management LLC$117K1
346Blue Trust, Inc.$101K1
347Quarry LP$95.1K1
348SIGNATUREFD, LLC$91.4K1
349CENTRAL TRUST Co$79.8K1
350Cassaday & Co Wealth Management LLC$78.7K1
351SUMMIT SECURITIES GROUP LLC$77.6K1
352DUNCKER STREETT & CO INC$69.2K1
353Resona Asset Management Co.,Ltd.$68.4K1
354SBI Securities Co., Ltd.$63.0K1
355MARK SHEPTOFF FINANCIAL PLANNING, LLC$62.8K1
356Aster Capital Management (DIFC) Ltd$61.0K1
357SJS Investment Consulting Inc.$58.1K1
358Larson Financial Group LLC$55.9K1
359Parkside Financial Bank & Trust$53.5K1
360Leonteq Securities AG$53.2K1
361OSSIAM$51.0K1
362Ameritas Investment Partners, Inc.$50.1K1
363TD Waterhouse Canada Inc.$48.9K1
364Cromwell Holdings LLC$47.0K1
365UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$45.3K1
366HRT FINANCIAL LP$44.2K1
367ELEVATION WEALTH PARTNERS, LLC$41.7K1
368KBC Group NV$39.5K1
369TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$34.6K1
370PETERSON WEALTH MANAGEMENT$30.7K1
371CVA Family Office, LLC$28.0K1
372UMB Bank, n.a.$25.1K1
373Pinnacle Wealth Planning Services, Inc.$24.4K1
374TEMA ETFS LLC$24.0K1
375Annis Gardner Whiting Capital Advisors, LLC$21.8K1
376FEDERATED HERMES, INC.$21.5K1
377Westside Investment Management, Inc.$19.5K1
378Coastline Trust Co$19.2K1
379Caitong International Asset Management Co., Ltd$17.2K1
380True Wealth Design, LLC$17.1K1
381ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$16.9K1
382Private Wealth Management Group, LLC$16.9K1
383Arax Advisory Partners$16.3K1
384Costello Asset Management, INC$15.4K1
385Triumph Capital Management$14.8K1
386Strengthening Families & Communities, LLC$14.4K1
387CYBER HORNET ETFs LLC$14.4K1
388ASSETMARK, INC$14.1K1
389Destiny Wealth Partners, LLC$13.1K1
390PRIVATE TRUST CO NA$11.7K1
391Bank of New Hampshire$11.5K1
392SALEM INVESTMENT COUNSELORS INC$11.1K1
393ACADIAN ASSET MANAGEMENT LLC$10.5K1
394Physician Wealth Advisors, Inc.$9.5K1
395Anfield Capital Management, LLC$8.3K1
396Manchester Capital Management LLC$7.7K1
397Prestige Wealth Management Group LLC$7.4K1
398Grove Bank & Trust$7.4K1
399MV CAPITAL MANAGEMENT, INC.$6.9K1
400Owl Creek Wealth Partners LLC$6.8K1
401Millstone Evans Group, LLC$6.8K1
402Stolper Co$6.6K1
403Sachetta, LLC$6.1K1
404WPG Advisers, LLC$6.1K1
405JFS WEALTH ADVISORS, LLC$5.8K1
406NEW YORK STATE TEACHERS RETIREMENT SYSTEM$5.8K1
407FARMERS & MERCHANTS INVESTMENTS INC$4.8K1
408Keating Financial Advisory Services, Inc.$4.3K1
409JPL Wealth Management, LLC$3.7K1
410Bell Investment Advisors, Inc$3.2K1
411Rialto Wealth Management, LLC$3.2K1
412BOYD WATTERSON ASSET MANAGEMENT LLC/OH$2.8K1
413Inspire Investing, LLC$2.6K1
414N.E.W. Advisory Services LLC$2.6K1
415Abound Wealth Management$2.5K1
416Treasurer of the State of North Carolina$2.3K1
417DekaBank Deutsche Girozentrale$2.2K1
418DiNuzzo Private Wealth, Inc.$2.0K1
419CANADA LIFE ASSURANCE Co$2.0K1
420Burk Holdings LLC$1.8K1
421Jackson Creek Investment Advisors LLC$1.4K1
422Johnson Financial Group, Inc.$1.2K1
423TFC Financial Management, Inc.$1.2K1
424Spire Wealth Management$1.2K1
425Activest Wealth Management$1.2K1
426Clayton Financial Group LLC$1.2K1
427MidFirst Bank$1.2K1
428AMALGAMATED BANK$1.1K1
429Transamerica Financial Advisors, LLC$1.1K1
430ALGERT GLOBAL LLC$9361
431SouthState Bank Corp$9231
432Vestcor Inc$9071
433WOLFF WIESE MAGANA LLC$7691
434Vermillion Wealth Management, Inc.$7681
435HFM Investment Advisors, LLC$7681
436ASO GROUP Ltd$6591
437State of Alaska, Department of Revenue$5061
438Quaker Wealth Management, LLC$4621
439Arlington Trust Co LLC$4611
440CX Institutional$3541
441STEVENS CAPITAL MANAGEMENT LP$3381
442Harvest Fund Management Co., Ltd$3251
443American Capital Advisory, LLC$3081
444Seneschal Advisors, LLC$3081
445Nemes Rush Group LLC$3071
446SoundView Advisors Inc.$2711
447Claret Asset Management Corp$2481
448THRIVENT FINANCIAL FOR LUTHERANS$2051
449Walleye Capital LLC$1541
450SHP Wealth Management$1541
451BARTLETT & CO. WEALTH MANAGEMENT LLC$1541
452Kilter Group LLC$1541
453NKCFO LLC$751
454Employees Retirement System of Texas$531
455Capital Advisors, Ltd. LLC$151
456Capital Analysts, LLC$11
457Avion Wealth$01
458VANGUARD GROUP INC$01
459GLENMEDE TRUST CO NA$01
460HARBOUR INVESTMENTS, INC.$01
461HOWARD HUGHES MEDICAL INSTITUTE$01
462ROYAL LONDON ASSET MANAGEMENT LTD$01
463GODSEY & GIBB, INC$01
464COMERICA BANK$01
465BLAIR WILLIAM & CO/IL$01
4661832 Asset Management L.P.$01
467SHELTON CAPITAL MANAGEMENT$01
468VIRGINIA RETIREMENT SYSTEMS ET Al$01
469DEERFIELD MANAGEMENT COMPANY, L.P.$01
470ARCADIA INVESTMENT MANAGEMENT CORP/MI$01
471ING GROEP NV$01
472CIBC WORLD MARKETS CORP$01
473CHILTON CAPITAL MANAGEMENT LLC$01
474ROVIN CAPITAL /UT/ /ADV$01
475SIG BROKERAGE, LP$01
476PRUDENTIAL FINANCIAL INC$01
477FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$01
478CIBC Private Wealth Group LLC$01
479GSA CAPITAL PARTNERS LLP$01
480NORGES BANK$01
481Boston Partners$01
482Walleye Trading LLC$01
483OXFORD ASSET MANAGEMENT LLP$01
484INTACT INVESTMENT MANAGEMENT INC.$01
485MOORE CAPITAL MANAGEMENT, LP$01
486TWO SIGMA ADVISERS, LP$01
487Virtu Financial LLC$01
488Skandinaviska Enskilda Banken AB (publ)$01
489Dynamic Technology Lab Private Ltd$01
490Capula Management Ltd$01
491Sippican Capital Advisors$01
492BTG Pactual Asset Management US LLC$01
493LMR Partners LLP$01
494Vontobel Holding Ltd.$01
495NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$01
496Trexquant Investment LP$01
497Versor Investments LP$01
498Legacy Bridge, LLC$01
499Meridian Wealth Management, LLC$01
500Redwood Investment Management, LLC$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)2 buy / 2 sell
Congress net ($ bound)−$28.0K to $28.0K
Filers net (actions)not in build
Filers net ($ 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 DVA

RETAINED WINDOW · ACTIVE HITS
Signal hits naming DVA
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 against2 hits

Every rule, with its definition →

Planned modules for DVA · financials and macro

Financials — as filed PLANNED

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