Public record / Tickers / ED

ED — CONSOLIDATED EDISON INC

Both disclosure regimes on one name: who in Congress filed about ED, 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 ED
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
06-09
filed 2025-06-09
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

Daniel S. Goldman · $15.0K–$50.0K

Purchase · traded 2023-03-06 → filed 2023-04-17. Ranked over every ED row by the provable lower bound, never a point estimate.

No member disclosed ED 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.

2 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

1 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. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING ED · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ED
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-06-09Robert P. Bresnahan, Jr. R–PA-8SaleTraded 05-15 +25d$1K–$15K
2023-04-17Daniel S. Goldman D–NY-10PurchaseTraded 03-06 +42d$15K–$50K
2021-09-23Thomas R. Suozzi D–NY-3SaleTraded 2018-07-05 LATE·1176d$1K–$15K
2021-09-23Thomas R. Suozzi D–NY-3PurchaseTraded 2017-08-17 LATE·1498d$1K–$15K
2021-01-09Dean Phillips D–MN-3Sale · partial (partial sale)Traded 2020-12-18 +22d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 9 ↗

Members active in ED

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

No member disclosed ED in the trailing 12 months.

Congress ↔ notable managers · ED

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
0 $0 held

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

Merged timeline of congressional filings and notable-manager moves on ED
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Ftrim−39,473 sh
2026-05-15Bridgewater Associates 13Fexit−54,358 sh

2 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 ED for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$4.5B1
2STATE STREET CORP$2.8B1
3VANGUARD CAPITAL MANAGEMENT LLC$2.7B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$2.1B1
5GEODE CAPITAL MANAGEMENT, LLC$1.2B1
6LAZARD ASSET MANAGEMENT LLC$801M1
7DEUTSCHE BANK AG\$656M1
8MORGAN STANLEY$607M1
9Legal & General Group Plc$514M1
10UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$509M1
11NORTHERN TRUST CORP$445M1
12Amundi$438M1
13Invesco Ltd.$409M1
14ATLAS Infrastructure Partners (UK) Ltd.$345M1
15AQR CAPITAL MANAGEMENT LLC$287M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$280M1
17Bank of New York Mellon Corp$242M1
18VANGUARD FIDUCIARY TRUST CO$230M1
19FMR LLC$195M1
20ProShare Advisors LLC$191M1
21CITADEL ADVISORS LLC$188M1
22BANK OF AMERICA CORP /DE/$180M1
23Robeco Institutional Asset Management B.V.$177M1
24ROYAL BANK OF CANADA$173M1
25UBS Group AG$173M1
26DIMENSIONAL FUND ADVISORS LP$164M1
27PFA Pension, Forsikringsaktieselskab$140M1
28Nuveen, LLC$138M1
29Swiss National Bank$120M1
30Allianz Asset Management GmbH$116M1
31FIRST TRUST ADVISORS LP$107M1
32Sumitomo Mitsui Trust Group, Inc.$107M1
33PANAGORA ASSET MANAGEMENT INC$106M1
34CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$101M1
35Mitsubishi UFJ Asset Management Co., Ltd.$98.2M1
36LPL Financial LLC$96.2M1
37HSBC HOLDINGS PLC$95.7M1
38CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$93.1M1
39Vanguard Global Advisers, LLC$89.7M1
40Quantinno Capital Management LP$89.5M1
41Qube Research & Technologies Ltd$89.0M1
42TWO SIGMA INVESTMENTS, LP$84.2M1
43ASSETMARK, INC$79.0M1
44VANGUARD ASSET MANAGEMENT, Ltd$78.4M1
45SCHRODER INVESTMENT MANAGEMENT GROUP$77.8M1
46BARCLAYS PLC$77.0M1
47BANK OF MONTREAL /CAN/$75.2M1
48COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$72.4M1
49D. E. Shaw & Co., Inc.$71.3M1
50CANADA PENSION PLAN INVESTMENT BOARD$68.2M1
51DANSKE BANK A/S$67.6M1
52AVIVA PLC$64.3M1
53National Pension Service$63.5M1
54VICTORY CAPITAL MANAGEMENT INC$60.8M1
55Aberdeen Group plc$60.7M1
56PRINCIPAL FINANCIAL GROUP INC$59.4M1
57NOMURA ASSET MANAGEMENT CO LTD$58.0M1
58Vest Financial, LLC$56.4M1
59BALYASNY ASSET MANAGEMENT L.P.$56.1M1
60CITIGROUP INC$55.7M1
61FRANKLIN RESOURCES INC$55.7M1
62Newport Trust Company, LLC$54.3M1
63ALLIANCEBERNSTEIN L.P.$52.8M1
64NORDEA INVESTMENT MANAGEMENT AB$48.5M1
65Universal- Beteiligungs- und Servicegesellschaft mbH$47.1M1
66ROYAL LONDON ASSET MANAGEMENT LTD$44.4M1
67Pictet Asset Management Holding SA$44.3M1
68Magellan Asset Management Ltd$44.2M1
69MACKENZIE FINANCIAL CORP$43.8M1
70Zurcher Kantonalbank (Zurich Cantonalbank)$41.7M1
71Point72 Asset Management, L.P.$41.7M1
72Eurizon Capital SGR S.p.A.$41.0M1
73TD ASSET MANAGEMENT INC$40.6M1
74WELLS FARGO & COMPANY/MN$40.2M1
75Vanguard Investments Australia, Ltd.$39.7M1
76Mitsubishi UFJ Trust & Banking Corp$39.5M1
77APG Asset Management N.V.$39.2M1
78Maryland State Retirement & Pension System$38.9M1
79Swedbank AB$37.6M1
80BNP Paribas Asset Management Holding S.A.$37.4M1
81KLP KAPITALFORVALTNING AS$36.5M1
82COMMONWEALTH EQUITY SERVICES, LLC$36.3M1
83Aware Super Pty Ltd as trustee of Aware Super$34.9M1
84STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$34.7M1
85NEW YORK STATE COMMON RETIREMENT FUND$34.7M1
86Korea Investment CORP$34.6M1
87AMF Tjanstepension AB$33.4M1
88Vinva Investment Management Ltd$32.9M1
89SEI INVESTMENTS CO$32.2M1
90ADAGE CAPITAL PARTNERS GP, L.L.C.$31.5M1
91AMERIPRISE FINANCIAL INC$31.1M1
92Creative Planning$30.9M1
93AMERICAN CENTURY COMPANIES INC$30.4M1
94WORLDQUANT MILLENNIUM ADVISORS LLC$29.8M1
95Corient Private Wealth LLC$29.5M1
96RAYMOND JAMES FINANCIAL INC$29.5M1
97Investment Management Corp of Ontario$28.7M1
98MACQUARIE GROUP LTD$28.5M1
99CWM, LLC$28.4M1
100HITE Hedge Asset Management LLC$28.3M1
101MERCER GLOBAL ADVISORS INC /ADV$28.2M1
102MANUFACTURERS LIFE INSURANCE COMPANY, THE$27.9M1
103DnB Asset Management AS$26.7M1
104MILLENNIUM MANAGEMENT LLC$26.3M1
105Arbejdsmarkedets Tillaegspension$26.1M1
106NATIONAL BANK OF CANADA /FI/$25.8M1
107MARTINGALE ASSET MANAGEMENT L P$25.7M1
108Cerity Partners LLC$25.4M1
109PRUDENTIAL FINANCIAL INC$25.1M1
110WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$24.8M1
111CIBC Asset Management Inc$24.6M1
112STATE OF WISCONSIN INVESTMENT BOARD$24.4M1
113Resona Asset Management Co.,Ltd.$23.8M1
114Swiss Life Asset Management Ltd$23.8M1
115QRG CAPITAL MANAGEMENT, INC.$23.2M1
116GATEWAY INVESTMENT ADVISERS LLC$22.4M1
117Tredje AP-fonden$21.9M1
118Asset Management One Co., Ltd.$21.7M1
119Illinois Municipal Retirement Fund$21.5M1
120HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$21.1M1
121MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$20.5M1
122ING GROEP NV$20.4M1
123Chevy Chase Trust Holdings, LLC$20.2M1
124MML INVESTORS SERVICES, LLC$20.0M1
125TORONTO DOMINION BANK$19.6M1
126Beck Bode, LLC$19.5M1
127STOREBRAND ASSET MANAGEMENT AS$19.3M1
128OSAIC HOLDINGS, INC.$18.8M1
129Ethic Inc.$18.7M1
130BW Gestao de Investimentos Ltda.$18.5M1
131Hudson Bay Capital Management LP$18.1M1
132Lansforsakringar Fondforvaltning AB (publ)$17.6M1
133Man Group plc$17.6M1
134Varma Mutual Pension Insurance Co$17.5M1
135BANK OF NOVA SCOTIA$17.4M1
136Verition Fund Management LLC$17.4M1
137ENVESTNET ASSET MANAGEMENT INC$17.3M1
138Wealthfront Advisers LLC$17.1M1
139HighTower Advisors, LLC$17.0M1
140Cetera Investment Advisers$16.9M1
141CREDIT AGRICOLE S A$16.6M1
142Assenagon Asset Management S.A.$16.3M1
143RENAISSANCE TECHNOLOGIES LLC$16.0M1
144Trexquant Investment LP$16.0M1
145Freestone Grove Partners LP$15.9M1
146INTECH INVESTMENT MANAGEMENT LLC$14.5M1
147CIBC Bancorp USA Inc.$14.5M1
148Federation des caisses Desjardins du Quebec$13.6M1
149ExodusPoint Capital Management, LP$13.6M1
150YOUSIF CAPITAL MANAGEMENT, LLC$13.5M1
151WELLINGTON MANAGEMENT GROUP LLP$13.4M1
152JANE STREET GROUP, LLC$13.4M1
153DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$13.3M1
154Calamos Advisors LLC$13.1M1
155HENNESSY ADVISORS INC$13.1M1
156PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$12.9M1
157STIFEL FINANCIAL CORP$12.7M1
158OFI INVEST ASSET MANAGEMENT$12.7M1
159Mariner, LLC$12.6M1
160State of New Jersey Common Pension Fund D$12.5M1
161Mirae Asset Global Investments Co., Ltd.$12.3M1
162Mediolanum International Funds Ltd$12.3M1
163TECTONIC ADVISORS LLC$12.1M1
164PRUDENTIAL PLC$12.1M1
165MUFG Securities EMEA plc$11.7M1
166Empower Advisory Group, LLC$11.7M1
167PUBLIC SECTOR PENSION INVESTMENT BOARD$11.6M1
168Candriam S.C.A.$11.5M1
169ASR Vermogensbeheer N.V.$11.5M1
170STATE OF MICHIGAN RETIREMENT SYSTEM$11.2M1
171NISA INVESTMENT ADVISORS, LLC$11.2M1
172Czech National Bank$11.1M1
173Arizona State Retirement System$11.1M1
174Focus Partners Wealth$10.8M1
175VOLORIDGE INVESTMENT MANAGEMENT, LLC$10.7M1
176IFM Investors Pty Ltd$10.5M1
177Banco Santander, S.A.$10.5M1
178ROCKLAND TRUST CO$10.5M1
179Meiji Yasuda Asset Management Co Ltd.$10.4M1
180Gotham Asset Management, LLC$10.3M1
181FIFTH THIRD BANCORP$10.3M1
182O'SHAUGHNESSY ASSET MANAGEMENT, LLC$10.0M1
183Danica Pension, Livsforsikringsaktieselskab$9.7M1
184Windle Wealth, LLC$9.6M1
185MetLife Investment Management, LLC$9.5M1
186Ensign Peak Advisors, Inc$9.3M1
187Vanguard Personalized Indexing Management, LLC$9.0M1
188Sienna Gestion$8.8M1
189Retirement Systems of Alabama$8.7M1
190Te Ahumairangi Investment Management Ltd$8.4M1
191VOYA INVESTMENT MANAGEMENT LLC$8.4M1
192Cresset Asset Management, LLC$8.4M1
193NATIXIS$8.2M1
194XPONANCE LLC$8.1M1
195Daiwa Securities Group Inc.$8.1M1
196Woodline Partners LP$8.0M1
197Kestra Advisory Services, LLC$7.9M1
198Elo Mutual Pension Insurance Co$7.7M1
199Engineers Gate Manager LP$7.5M1
200PFG Investments, LLC$7.4M1
201Dakota Wealth Management$7.3M1
202Dai-ichi Life Insurance Company, Ltd$7.3M1
203XTX Topco Ltd$7.2M1
204WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$7.1M1
205LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$7.0M1
206USS Investment Management Ltd$7.0M1
207Graham Capital Management, L.P.$6.9M1
208SummitTX Capital, L.P.$6.9M1
209M&T BANK CORP$6.8M1
210Utah Retirement Systems$6.6M1
211Cornerstone Wealth Management, LLC$6.6M1
212Sumitomo Mitsui DS Asset Management Company, Ltd$6.3M1
213Janus Henderson Group Ltd.$6.3M1
214Private Advisor Group, LLC$6.1M1
215Rockefeller Capital Management L.P.$6.1M1
216Lido Advisors, LLC$6.1M1
217Rakuten Investment Management, Inc.$6.1M1
218Generali Asset Management SPA SGR$6.0M1
219NEOS Investment Management LLC$6.0M1
220AIA Group Ltd$5.9M1
221US BANCORP \DE\$5.9M1
222HAMEL ASSOCIATES, INC.$5.9M1
223SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.8M1
224OCCUDO QUANTITATIVE STRATEGIES LP$5.7M1
225NEW YORK LIFE INVESTMENT MANAGEMENT LLC$5.7M1
226Northwest & Ethical Investments L.P.$5.6M1
227Sanctuary Advisors, LLC$5.6M1
228BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$5.6M1
229Susquehanna Portfolio Strategies, LLC$5.5M1
230NISSAY ASSET MANAGEMENT CORP /JAPAN$5.4M1
231Summit Trail Advisors, LLC$5.3M1
232Quadrature Capital Ltd$5.0M1
233ABN AMRO INVESTMENT SOLUTIONS$4.9M1
234ALBION FINANCIAL GROUP /UT$4.9M1
235COMMERCE BANK$4.8M1
236Wakefield Asset Management LLLP$4.8M1
237OREGON PUBLIC EMPLOYEES RETIREMENT FUND$4.7M1
238JACOBS LEVY EQUITY MANAGEMENT, INC$4.6M1
239BTG Pactual Asset Management US LLC$4.6M1
240LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$4.4M1
241Kinloch Capital, LLC$4.4M1
242TRUIST FINANCIAL CORP$4.4M1
243MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.3M1
244FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$4.2M1
245Cherokee Insurance Co$4.2M1
246Sound View Wealth Advisors Group, LLC$4.2M1
247OP Asset Management Ltd$4.1M1
248Sequoia Financial Advisors, LLC$4.1M1
249Pathstone Holdings, LLC$4.1M1
250Qsemble Capital Management, LP$4.0M1
251PINNACLE ASSOCIATES LTD$4.0M1
252UniSuper Management Pty Ltd$3.9M1
253GUGGENHEIM CAPITAL LLC$3.8M1
254CIBC WORLD MARKET INC.$3.8M1
255SECURED RETIREMENT ADVISORS, LLC$3.8M1
256SteelPeak Wealth, LLC$3.8M1
257AGF MANAGEMENT LTD$3.7M1
258Independent Advisor Alliance$3.7M1
259Diversified Trust Co$3.6M1
260B. Metzler seel. Sohn & Co. AG$3.5M1
261Regal Investment Advisors LLC$3.4M1
262&PARTNERS$3.4M1
263Advisors Asset Management, Inc.$3.4M1
264Inspire Investing, LLC$3.4M1
265Marshall Financial Group, LLC$3.4M1
266Jain Global LLC$3.3M1
267Beacon Pointe Advisors, LLC$3.3M1
268Rafferty Asset Management, LLC$3.3M1
269Crossmark Global Holdings, Inc.$3.2M1
270GREAT VALLEY ADVISOR GROUP, INC.$3.2M1
271WealthTrust Axiom LLC$3.2M1
272World Investment Advisors$3.2M1
273BLAIR WILLIAM & CO/IL$3.2M1
274Harrington Investments, INC$3.1M1
275FIL Ltd$3.1M1
276NOMURA HOLDINGS INC$3.1M1
277Texas Yale Capital Corp.$3.0M1
278Brookstone Capital Management$3.0M1
279TEACHER RETIREMENT SYSTEM OF TEXAS$3.0M1
280Merit Financial Group, LLC$3.0M1
281Stratos Investment Management, LLC$2.9M1
282Plato Investment Management Ltd$2.9M1
283Lombard Odier Asset Management (Switzerland) SA$2.8M1
284Caprock Group, LLC$2.8M1
285Capital Investment Advisors, LLC$2.8M1
286Allspring Global Investments Holdings, LLC$2.8M1
287Vident Advisory, LLC$2.8M1
288EXCHANGE TRADED CONCEPTS, LLC$2.8M1
289OMERS ADMINISTRATION Corp$2.7M1
290Norinchukin Bank, The$2.7M1
291Snowden Capital Advisors LLC$2.7M1
292AG2R LA MONDIALE GESTION D'ACTIFS$2.6M1
293Harrison Street Private Wealth LLC$2.6M1
294Joel Isaacson & Co., LLC$2.6M1
295Caldwell Trust Co$2.5M1
2961832 Asset Management L.P.$2.5M1
297MIZUHO SECURITIES USA LLC$2.5M1
298Hennion & Walsh Asset Management, Inc.$2.4M1
299Bleakley Financial Group, LLC$2.4M1
300D.A. DAVIDSON & CO.$2.4M1
301FLPUTNAM INVESTMENT MANAGEMENT CO$2.4M1
302Sovereign Financial Group, Inc.$2.3M1
303HARTFORD INVESTMENT MANAGEMENT CO$2.3M1
304SWS Partners$2.3M1
305MONEY CONCEPTS CAPITAL CORP$2.3M1
306AlTi Global, Inc.$2.3M1
307Tidal Investments LLC$2.3M1
308CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.3M1
309Dougherty & Associates, LLC$2.3M1
310MEEDER ASSET MANAGEMENT INC$2.2M1
311NewEdge Advisors, LLC$2.2M1
312Orion Porfolio Solutions, LLC$2.2M1
313BROWN ADVISORY INC$2.2M1
314MARINO, STRAM & ASSOCIATES LLC$2.2M1
315Fideuram Asset Management (Ireland) dac$2.2M1
316RD Lewis Holdings, Inc.$2.1M1
317NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.1M1
318HB Wealth Management, LLC$2.1M1
319DC Investments Management, LLC$2.1M1
320Moors & Cabot, Inc.$2.1M1
321Aaron Wealth Advisors LLC$2.1M1
322UNITED CAPITAL FINANCIAL ADVISORS, LLC$2.1M1
323Bridgefront Capital, LLC$2.1M1
324United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$2.0M1
325Vise Technologies, Inc.$2.0M1
326Savant Capital, LLC$2.0M1
327CITIZENS FINANCIAL GROUP INC/RI$2.0M1
328Herold Advisors, Inc.$2.0M1
329Empowered Funds, LLC$1.9M1
330Ballast, Inc.$1.9M1
331GLENMEDE TRUST CO NA$1.9M1
332American State Bank (Iowa)$1.8M1
333EP Wealth Advisors, LLC$1.8M1
334Baird Financial Group, Inc.$1.8M1
335Ameritas Investment Partners, Inc.$1.8M1
336IEQ CAPITAL, LLC$1.8M1
337CHICAGO TRUST Co NA$1.8M1
338Osmosis Investment Management UK Ltd$1.8M1
339HUB Investment Partners, LLC$1.8M1
340Steward Partners Investment Advisory, LLC$1.8M1
341Waverly Advisors, LLC$1.7M1
342Equitable Holdings, Inc.$1.7M1
343Symphony Financial, Ltd. Co.$1.7M1
344AE Wealth Management LLC$1.7M1
345FOUNDATIONS INVESTMENT ADVISORS, LLC$1.7M1
346Essex LLC$1.7M1
347LBP AM SA$1.7M1
348Ethos Financial Group, LLC$1.7M1
349Shepherd Financial Partners LLC$1.7M1
350SIMPLEX TRADING, LLC$1.7M1
351MAI Capital Management$1.7M1
352OPPENHEIMER & CO INC$1.7M1
353Western Wealth Management, LLC$1.7M1
354OneDigital Investment Advisors LLC$1.7M1
355Onyx Bridge Wealth Group LLC$1.7M1
356TI-TRUST, INC$1.7M1
357New Age Alpha Advisors, LLC$1.7M1
358SIGNATUREFD, LLC$1.7M1
359CHOREO, LLC$1.6M1
360Empire Financial Management Company, LLC$1.6M1
361Grantham, Mayo, Van Otterloo & Co. LLC$1.6M1
362MATHER GROUP, LLC.$1.6M1
363AXQ CAPITAL, LP$1.6M1
364DELTA ASSET MANAGEMENT LLC/TN$1.6M1
365Sigma Planning Corp$1.6M1
366Laird Norton Wetherby Trust Company, LLC$1.5M1
367WESTPAC BANKING CORP$1.5M1
368STEPHENS INC /AR/$1.5M1
369Saudi Central Bank$1.5M1
370EVERGREEN CAPITAL MANAGEMENT LLC$1.5M1
371INTEGRITY ALLIANCE, LLC.$1.5M1
372EXCALIBUR MANAGEMENT CORP$1.5M1
373Allworth Financial LP$1.5M1
374GREENLEAF TRUST$1.5M1
375LEAVELL INVESTMENT MANAGEMENT, INC.$1.5M1
376CI INVESTMENTS INC.$1.4M1
377Perigon Wealth Management, LLC$1.4M1
378IHT Wealth Management, LLC$1.4M1
379Apriem Advisors$1.4M1
380Sterling Capital Management LLC$1.4M1
381Spire Wealth Management$1.4M1
382Stratos Wealth Partners, LTD.$1.4M1
383Meeder Advisory Services, Inc.$1.4M1
384PROFUND ADVISORS LLC$1.4M1
385Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$1.4M1
386Aptus Capital Advisors, LLC$1.4M1
387Frisch Financial Group, Inc.$1.4M1
388PLIMOTH TRUST CO LLC$1.4M1
389KEYBANK NATIONAL ASSOCIATION/OH$1.4M1
390Banque Cantonale Vaudoise$1.4M1
391Ascent Group, LLC$1.4M1
392Concurrent Investment Advisors, LLC$1.4M1
393ALPS ADVISORS INC$1.3M1
394Odyssean, LLC$1.3M1
395TRUSTMARK BANK TRUST DEPARTMENT$1.3M1
396Empirical Finance, LLC$1.3M1
397TRAPHAGEN INVESTMENT ADVISORS LLC$1.3M1
398HM PAYSON & CO$1.3M1
399Atria Investments, Inc$1.3M1
400Wealthspire Advisors, LLC$1.3M1
401NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.3M1
402Wealthcare Advisory Partners LLC$1.3M1
403Monument Capital Management$1.3M1
404EQUITABLE TRUST CO$1.3M1
405Convergence Investment Partners, LLC$1.3M1
406COLDSTREAM CAPITAL MANAGEMENT INC$1.3M1
407NorthCrest Asset Manangement, LLC$1.3M1
408TOKIO MARINE ASSET MANAGEMENT CO LTD$1.3M1
409Lighthouse Investment Partners, LLC$1.3M1
410QUADRANT CAPITAL GROUP LLC$1.3M1
411KESTRA PRIVATE WEALTH SERVICES, LLC$1.3M1
412ALLIANZ SE$1.3M1
413ICON ADVISERS INC/CO$1.3M1
414BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.3M1
415Coastal Bridge Advisors, LLC$1.2M1
416Krilogy Financial LLC$1.2M1
417Inscription Capital, LLC$1.2M1
418CARRET ASSET MANAGEMENT, LLC$1.2M1
419Siemens Fonds Invest GmbH$1.2M1
420ASSOCIATED BANC-CORP$1.2M1
421Voleon Capital Management LP$1.2M1
422Focus Partners Advisor Solutions, LLC$1.2M1
423Wedmont Private Capital$1.2M1
424FEDERATED HERMES, INC.$1.2M1
425Forvis Mazars Wealth Advisors, LLC$1.2M1
426Calamos Wealth Management LLC$1.2M1
427North Dakota State Investment Board$1.2M1
428Presima Securities ULC$1.2M1
429Qtron Investments LLC$1.2M1
430Apollon Wealth Management, LLC$1.2M1
431Metis Global Partners, LLC$1.2M1
432iSAM Funds (UK) Ltd$1.2M1
433Occidental Asset Management, LLC$1.1M1
434Geneos Wealth Management Inc.$1.1M1
435JOHNSON INVESTMENT COUNSEL INC$1.1M1
436James J. Burns & Company, LLC$1.1M1
437MUFG SECURITIES AMERICAS INC.$1.1M1
438Clear Point Advisors Inc.$1.1M1
439Pegasus Asset Management, Inc.$1.1M1
440Frec Markets, Inc.$1.1M1
441Kovack Advisors, Inc.$1.1M1
442Edgemoor Investment Advisors, Inc.$1.1M1
443Platform Technology Partners$1.1M1
444Simplicity Wealth,LLC$1.1M1
445SECURIAN ASSET MANAGEMENT, INC$1.1M1
446Summit Financial, LLC$1.1M1
447Clearstead Trust, LLC$1.1M1
448Curi Capital, LLC$1.1M1
449Squarepoint Ops LLC$1.1M1
450Pinnacle Financial Partners, Inc.$1.1M1
451Ascentis Independent Advisors$1.1M1
452G&S Capital LLC$1.1M1
453DRW Securities, LLC$1.1M1
454Mesirow Financial Investment Management, Inc.$1.1M1
455Prospera Financial Services Inc$1.1M1
456Envestnet Portfolio Solutions, Inc.$1.1M1
457Mutual Advisors, LLC$1.0M1
458FIRST MANHATTAN CO. LLC.$1.0M1
459West Family Investments, Inc.$1.0M1
460Chicago Partners Investment Group LLC$1.0M1
461Mystic Asset Management, Inc.$1.0M1
462Atom Investors LP$1.0M1
463B. Riley Wealth Advisors, Inc.$1.0M1
464MONETARY MANAGEMENT GROUP INC$1.0M1
465JOURNEY STRATEGIC WEALTH LLC$992K1
466ARMSTRONG ADVISORY GROUP, INC$980K1
467Tower Research Capital LLC (TRC)$979K1
468Glenview Trust Co$976K1
469Jefferies Financial Group Inc.$967K1
470KILEY JUERGENS WEALTH MANAGEMENT, LLC$966K1
471INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$965K1
472Clearstead Advisors, LLC$960K1
473Apella Capital, LLC$960K1
474Connor, Clark & Lunn Investment Management Ltd.$959K1
475SCHULHOFF & CO INC$953K1
476Hendershot Investments Inc.$950K1
477Northstar Financial Companies, Inc.$940K1
478Ameritas Advisory Services, LLC$938K1
479Frank, Rimerman Advisors LLC$937K1
480Monte Financial Group, LLC$935K1
481Kagan Cocozza Asset Management$934K1
482KEYNOTE FINANCIAL SERVICES LLC$934K1
483United Financial Planning Group LLC$918K1
484Belpointe Asset Management LLC$918K1
485Evercore Wealth Management, LLC$918K1
486MGO ONE SEVEN LLC$910K1
487Walleye Trading LLC$897K1
488KRAEMATON INVESTMENT ADVISORS, INC$896K1
489Avidian Wealth Enterprises, LLC$892K1
490Gateway Wealth Partners, LLC$891K1
491Adalta Capital Management LLC$890K1
492AVISO WEALTH MANAGEMENT$890K1
493David J Yvars Group$887K1
494bLong Financial, LLC$880K1
495Joseph P. Lucia & Associates, LLC$880K1
496Modern Wealth Management, LLC$878K1
497Castle Rock Wealth Management, LLC$875K1
498Patriot Financial Group Insurance Agency, LLC$873K1
499Breakwater Capital Group$867K1
500PRINCIPAL SECURITIES, INC.$865K1
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 ED

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for ED · financials and macro

Financials — as filed PLANNED

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