Public record / Tickers / EFX

EFX — EQUIFAX INC

Both disclosure regimes on one name: who in Congress filed about EFX, 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
50
all PTR rows naming EFX
Members · 12m
1
1 buys · 1 sells · by trade date
Latest PTR
05-08
filed 2026-05-08
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

Alan S. Lowenthal · $15.0K–$50.0K

Sale · traded 2018-11-20 → filed 2018-12-09. Ranked over every EFX row by the provable lower bound, never a point estimate.

1 member · 1 buys / 1 sells

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

3 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

5 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. 5 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING EFX · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning EFX
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-05-08Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 04-14 +24d$1K–$15K
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 03-13 +25d$1K–$15K
2025-05-08Robert P. Bresnahan, Jr. R–PA-8PurchaseTraded 04-08 +30d$1K–$15K
2025-04-14Byron Donalds R–FL-19Sale · SP (spouse-owned)Traded 03-20 +25d$1K–$15K
2025-04-14Byron Donalds R–FL-19SaleTraded 03-20 +25d$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 50 ↗

Members active in EFX

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing EFX 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.
Gilbert Ray Cisneros, Jr. D–CA-312−$14.0K to $14.0K2

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

Congress ↔ notable managers · EFX

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

Congress · last 90 days

Buyers
0
Sellers
0

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

Notable managers · quarter ended 2026-03-31

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

Merged timeline of congressional filings and notable-manager moves on EFX
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+48,280 sh
2026-05-15Bridgewater Associates 13Fexit−2,351 sh
2026-05-15Moore Capital Management 13Fexit−11,193 sh
2026-05-14Caxton Associates 13Fnew+6,846 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

full holders view ↗
Top institutional holders of EFX for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.7B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.4B1
3HARRIS ASSOCIATES L P$1.4B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$949M1
5STATE STREET CORP$905M1
6MASSACHUSETTS FINANCIAL SERVICES CO /MA/$856M1
7Soroban Capital Partners LP$754M1
8MORGAN STANLEY$723M1
9Capital International Investors$662M1
10BROWN ADVISORY INC$657M1
11GEODE CAPITAL MANAGEMENT, LLC$574M1
12BANK OF AMERICA CORP /DE/$379M1
13Invesco Ltd.$328M1
14CANTILLON CAPITAL MANAGEMENT LLC$323M1
15GENERATION INVESTMENT MANAGEMENT LLP$320M1
16AQR CAPITAL MANAGEMENT LLC$315M1
17Darsana Capital Partners LP$270M1
18FMR LLC$269M1
19LAZARD ASSET MANAGEMENT LLC$223M1
20DIMENSIONAL FUND ADVISORS LP$198M1
21UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$197M1
22Mitsubishi UFJ Asset Management Co., Ltd.$195M1
23NORTHERN TRUST CORP$195M1
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC$165M1
25JENSEN INVESTMENT MANAGEMENT INC$141M1
26BRANDES INVESTMENT PARTNERS, LP$135M1
27Legal & General Group Plc$134M1
28Pictet Asset Management Holding SA$134M1
29UBS Group AG$128M1
30VANGUARD FIDUCIARY TRUST CO$123M1
31Bank of New York Mellon Corp$122M1
32Amundi$119M1
33WELLS FARGO & COMPANY/MN$116M1
34Capital World Investors$113M1
35CITIGROUP INC$99.7M1
36Theleme Partners LLP$97.4M1
37DEUTSCHE BANK AG\$90.8M1
38JANE STREET GROUP, LLC$83.6M1
39ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$77.6M1
40ENVESTNET ASSET MANAGEMENT INC$72.0M1
41Findlay Park Partners LLP$71.1M1
42CANADA PENSION PLAN INVESTMENT BOARD$70.9M1
43SEI INVESTMENTS CO$68.0M1
44WORLDQUANT MILLENNIUM ADVISORS LLC$66.3M1
45Carmignac Gestion$65.6M1
46Swiss National Bank$64.7M1
47NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$64.6M1
48RAYMOND JAMES FINANCIAL INC$62.2M1
49BARCLAYS PLC$61.7M1
50HARDING LOEVNER LP$58.5M1
51Nuveen, LLC$57.4M1
52MILLENNIUM MANAGEMENT LLC$56.4M1
53ROYAL BANK OF CANADA$49.1M1
54HSBC HOLDINGS PLC$48.9M1
55Sumitomo Mitsui Trust Group, Inc.$47.5M1
56Vanguard Global Advisers, LLC$47.5M1
57C Partners Holding GmbH$46.7M1
58Trexquant Investment LP$44.7M1
59Boston Partners$43.7M1
60GFI Investment Counsel Ltd.$41.7M1
61Fisher Funds Management LTD$40.8M1
62MACKENZIE FINANCIAL CORP$39.6M1
63NEW YORK STATE COMMON RETIREMENT FUND$38.2M1
64VANGUARD ASSET MANAGEMENT, Ltd$37.6M1
65Man Group plc$37.0M1
66National Pension Service$35.0M1
67WEITZ INVESTMENT MANAGEMENT, INC.$33.8M1
68FEDERATED HERMES, INC.$33.7M1
69CITADEL ADVISORS LLC$31.5M1
70CAPITOLIS LIQUID GLOBAL MARKETS LLC$30.6M1
71CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$28.8M1
72Meritage Group LP$27.8M1
73Investment Management Corp of Ontario$27.7M1
74TD ASSET MANAGEMENT INC$27.5M1
75CDAM (UK) Ltd$26.7M1
76ALLIANCEBERNSTEIN L.P.$26.3M1
77Assenagon Asset Management S.A.$25.7M1
78Trinity Street Asset Management LLP$25.5M1
79Ensign Peak Advisors, Inc$25.5M1
80PRINCIPAL FINANCIAL GROUP INC$24.5M1
81MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$23.4M1
82Dundas Partners LLP$22.9M1
83Capital International, Inc./CA/$22.8M1
84NORTH STAR ASSET MANAGEMENT INC$21.8M1
85Baird Financial Group, Inc.$20.3M1
86STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$20.1M1
87Danica Pension, Livsforsikringsaktieselskab$19.4M1
88ADAGE CAPITAL PARTNERS GP, L.L.C.$19.3M1
89IEQ CAPITAL, LLC$19.1M1
90LPL Financial LLC$18.2M1
91BLI - Banque de Luxembourg Investments$17.9M1
92Asset Management One Co., Ltd.$17.5M1
93D. E. Shaw & Co., Inc.$17.4M1
94Aberdeen Group plc$17.4M1
95BNP Paribas Asset Management Holding S.A.$16.8M1
96Employees Provident Fund Board$16.7M1
97AVIVA PLC$16.1M1
98INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$15.6M1
99Quantinno Capital Management LP$15.5M1
100CIBC Bancorp USA Inc.$15.4M1
101Freestone Grove Partners LP$15.4M1
102Mariner, LLC$14.8M1
103Taikang Asset Management (Hong Kong) Co Ltd$13.9M1
104STIFEL FINANCIAL CORP$13.5M1
105MARKEL GROUP INC.$13.1M1
106RBO & CO LLC$12.8M1
107Allianz Asset Management GmbH$12.7M1
108FRONTIER CAPITAL MANAGEMENT CO LLC$12.6M1
109Madison Asset Management, LLC$12.6M1
110BANK OF MONTREAL /CAN/$12.5M1
111Universal- Beteiligungs- und Servicegesellschaft mbH$12.4M1
112Korea Investment CORP$12.2M1
113BLAIR WILLIAM & CO/IL$12.1M1
114STATE OF WISCONSIN INVESTMENT BOARD$11.8M1
115Creative Planning$11.6M1
116MANUFACTURERS LIFE INSURANCE COMPANY, THE$11.3M1
117PUBLIC SECTOR PENSION INVESTMENT BOARD$11.0M1
118OLD NATIONAL BANCORP /IN/$11.0M1
119Vident Advisory, LLC$10.9M1
120Vanguard Investments Australia, Ltd.$10.9M1
121APG Asset Management N.V.$10.9M1
122Chevy Chase Trust Holdings, LLC$10.7M1
123PRUDENTIAL FINANCIAL INC$10.5M1
124Swedbank AB$10.0M1
125Federation des caisses Desjardins du Quebec$10.0M1
126TWO SIGMA INVESTMENTS, LP$9.8M1
127Gotham Asset Management, LLC$9.8M1
128Zurcher Kantonalbank (Zurich Cantonalbank)$9.7M1
129XTX Topco Ltd$9.6M1
130OPPENHEIMER ASSET MANAGEMENT INC.$9.6M1
131CWM, LLC$9.6M1
132ROYAL LONDON ASSET MANAGEMENT LTD$9.6M1
133AMERIPRISE FINANCIAL INC$9.4M1
134NATIONAL BANK OF CANADA /FI/$9.2M1
135TRUIST FINANCIAL CORP$9.2M1
136SIGNATUREFD, LLC$9.1M1
137MONTAG A & ASSOCIATES INC$8.9M1
138Cerity Partners LLC$8.8M1
139Mitsubishi UFJ Trust & Banking Corp$8.8M1
140CIBC Asset Management Inc$8.7M1
141Tredje AP-fonden$8.6M1
142Squarepoint Ops LLC$8.5M1
143KLP KAPITALFORVALTNING AS$8.2M1
144DANSKE BANK A/S$8.1M1
145MONETA GROUP INVESTMENT ADVISORS LLC$8.0M1
146SAWGRASS ASSET MANAGEMENT LLC$7.9M1
147VICTORY CAPITAL MANAGEMENT INC$7.9M1
148MEEDER ASSET MANAGEMENT INC$7.9M1
149NOMURA ASSET MANAGEMENT CO LTD$7.8M1
150Lansforsakringar Fondforvaltning AB (publ)$7.6M1
151State of New Jersey Common Pension Fund D$7.6M1
152Y-Intercept (Hong Kong) Ltd$7.0M1
153FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$7.0M1
154MILFORD FUNDS LTD$6.8M1
155Capital International Sarl$6.7M1
156Resona Asset Management Co.,Ltd.$6.7M1
157TORONTO DOMINION BANK$6.5M1
158WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6.4M1
159PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$6.4M1
160STOREBRAND ASSET MANAGEMENT AS$6.2M1
161NATIXIS$6.2M1
162TOTH FINANCIAL ADVISORY CORP$6.1M1
163Tidal Investments LLC$6.1M1
164Arizona State Retirement System$6.0M1
165Blue Zone Wealth Advisors, LLC$6.0M1
166Czech National Bank$5.9M1
167Mediolanum International Funds Ltd$5.8M1
168STATE OF MICHIGAN RETIREMENT SYSTEM$5.7M1
169ZWJ INVESTMENT COUNSEL INC$5.6M1
170Berkeley, Inc$5.6M1
171DnB Asset Management AS$5.4M1
172FIFTH THIRD BANCORP$5.3M1
173MERCER GLOBAL ADVISORS INC /ADV$5.3M1
174MetLife Investment Management, LLC$5.2M1
175Robeco Institutional Asset Management B.V.$5.1M1
176HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$5.1M1
177COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$5.1M1
178Cetera Investment Advisers$5.0M1
179Detalus Advisors, LLC$5.0M1
180THREADGILL FINANCIAL, LLC$5.0M1
181Daiwa Securities Group Inc.$5.0M1
182Retirement Systems of Alabama$4.6M1
183IFM Investors Pty Ltd$4.5M1
184KORNITZER CAPITAL MANAGEMENT INC /KS$4.5M1
185SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.4M1
186VOYA INVESTMENT MANAGEMENT LLC$4.4M1
187CAPITAL INTERNATIONAL LTD /CA/$4.3M1
188Mirae Asset Global Investments Co., Ltd.$4.3M1
189SEB Asset Management AB$4.3M1
190Sendero Wealth Management, LLC$4.3M1
191Woodline Partners LP$4.3M1
192XPONANCE LLC$4.2M1
193Biltmore Family Office, LLC$4.2M1
194Jain Global LLC$4.2M1
195NISA INVESTMENT ADVISORS, LLC$4.2M1
196Corient Private Wealth LLC$4.2M1
197Fairbanks Capital Management, Inc.$4.2M1
198Knuff & Co LLC$4.1M1
199WELLINGTON MANAGEMENT GROUP LLP$4.0M1
200ICICI Prudential Asset Management Co Ltd$4.0M1
201Sanctuary Advisors, LLC$4.0M1
202USS Investment Management Ltd$3.9M1
203HB Wealth Management, LLC$3.8M1
204VELA Investment Management, LLC$3.7M1
205ASSETMARK, INC$3.6M1
206Orion Porfolio Solutions, LLC$3.6M1
207LETSON INVESTMENT MANAGEMENT, INC.$3.6M1
208Utah Retirement Systems$3.6M1
209Wealth Science Advisors LLC$3.6M1
210FORA Capital, LLC$3.6M1
211THOMPSON INVESTMENT MANAGEMENT, INC.$3.5M1
212Focus Partners Wealth$3.5M1
213Vestmark Advisory Solutions, Inc.$3.4M1
214HighTower Advisors, LLC$3.4M1
215Pathstone Holdings, LLC$3.3M1
216EQUITABLE TRUST CO$3.3M1
217Atria Investments, Inc$3.3M1
218LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$3.2M1
219&PARTNERS$3.2M1
220NEW YORK LIFE INVESTMENT MANAGEMENT LLC$3.2M1
221Rakuten Investment Management, Inc.$3.2M1
222COMMERCE BANK$3.2M1
223Brookstone Capital Management$3.2M1
224NEOS Investment Management LLC$3.2M1
225ProShare Advisors LLC$3.2M1
226AMERICAN CENTURY COMPANIES INC$3.2M1
227Walleye Capital LLC$3.1M1
228BANK OF NOVA SCOTIA$3.0M1
229BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.0M1
230FRANKLIN RESOURCES INC$3.0M1
231Sentry LLC$3.0M1
232LGT Group Foundation$3.0M1
233NewEdge Wealth, LLC$3.0M1
234Sumitomo Mitsui DS Asset Management Company, Ltd$2.9M1
235NISSAY ASSET MANAGEMENT CORP /JAPAN$2.8M1
236Havemeyer Place LP$2.8M1
237ING GROEP NV$2.8M1
238Blueshift Asset Management, LLC$2.7M1
239Swiss Life Asset Management Ltd$2.6M1
240Janus Henderson Group Ltd.$2.6M1
241UniSuper Management Pty Ltd$2.6M1
242Voleon Capital Management LP$2.6M1
243OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.5M1
244GLENMEDE TRUST CO NA$2.5M1
245Hillman Capital Management, Inc.$2.4M1
246EVOKE WEALTH, LLC$2.4M1
247MML INVESTORS SERVICES, LLC$2.4M1
248Vanguard Personalized Indexing Management, LLC$2.4M1
249US BANCORP \DE\$2.4M1
250CRAWFORD INVESTMENT COUNSEL INC$2.4M1
251BRADLEY FOSTER & SARGENT INC/CT$2.4M1
252OP Asset Management Ltd$2.4M1
253Avanza Fonder AB$2.3M1
254O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.3M1
255OSAIC HOLDINGS, INC.$2.3M1
256YOUSIF CAPITAL MANAGEMENT, LLC$2.3M1
257MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.3M1
258NORDEA INVESTMENT MANAGEMENT AB$2.3M1
259Edgestream Partners, L.P.$2.2M1
260Harbor Advisors LLC$2.2M1
261VOLORIDGE INVESTMENT MANAGEMENT, LLC$2.1M1
262Empowered Funds, LLC$2.1M1
263Altrafin AG$2.1M1
264Morningstar Investment Management LLC$2.1M1
265RIVERBRIDGE PARTNERS LLC$2.1M1
266Lindsell Train Ltd$2.1M1
267SummitTX Capital, L.P.$2.1M1
268COMMONWEALTH EQUITY SERVICES, LLC$2.0M1
269ALLIANZ SE$2.0M1
270Strengthening Families & Communities, LLC$1.9M1
271Bleakley Financial Group, LLC$1.8M1
272RBF Capital, LLC$1.8M1
273Merit Financial Group, LLC$1.8M1
274Allworth Financial LP$1.7M1
275CREDIT AGRICOLE S A$1.7M1
276Knollwood Investment Advisory, LLC$1.7M1
277Lido Advisors, LLC$1.6M1
278BURNEY CO/$1.6M1
279Orion Investment Co$1.6M1
280Texas Capital Bank Wealth Management Services Inc$1.6M1
281Norinchukin Bank, The$1.6M1
282Cornerstone Wealth Management, LLC$1.5M1
283Candriam S.C.A.$1.5M1
284CIBC WORLD MARKET INC.$1.5M1
285REGIONS FINANCIAL CORP$1.5M1
286FIRST TRUST ADVISORS LP$1.5M1
287Legacy Advisors, LLC$1.4M1
288Rafferty Asset Management, LLC$1.4M1
289Rockefeller Capital Management L.P.$1.4M1
290Wealthfront Advisers LLC$1.4M1
291MACQUARIE GROUP LTD$1.4M1
292Douglass Winthrop Advisors, LLC$1.4M1
293Inspire Investing, LLC$1.3M1
294Penobscot Investment Management Company, Inc.$1.3M1
295MIZUHO SECURITIES USA LLC$1.3M1
296Pettee Investors, Inc.$1.3M1
297AG2R LA MONDIALE GESTION D'ACTIFS$1.3M1
298STANCE CAPITAL LLC$1.3M1
2991832 Asset Management L.P.$1.3M1
300Beacon Pointe Advisors, LLC$1.3M1
301HARTFORD INVESTMENT MANAGEMENT CO$1.2M1
302CAXTON ASSOCIATES LLP$1.2M1
303ABN AMRO INVESTMENT SOLUTIONS$1.2M1
304Independent Advisor Alliance$1.2M1
305M&T BANK CORP$1.2M1
306Eurizon Capital SGR S.p.A.$1.1M1
307BUILDER INVESTMENT GROUP INC /ADV$1.1M1
308Maryland State Retirement & Pension System$1.1M1
309Coronation Fund Managers Ltd.$1.1M1
310Focus Partners Advisor Solutions, LLC$1.1M1
311LGT Fund Management Co Ltd.$1.1M1
312Long Road Investment Counsel, LLC$1.1M1
313Connor, Clark & Lunn Investment Management Ltd.$1.1M1
314FIDUCIARY TRUST CO$1.1M1
315INCEPTIONR LLC$1.1M1
316Capital Investment Advisors, LLC$1.0M1
317OMERS ADMINISTRATION Corp$1.0M1
318INTECH INVESTMENT MANAGEMENT LLC$1.0M1
319Summit Trail Advisors, LLC$1.0M1
320YCG, LLC$1.0M1
321Allspring Global Investments Holdings, LLC$1.0M1
322Sound View Wealth Advisors Group, LLC$1.0M1
323Osmosis Investment Management UK Ltd$1.0M1
324Jefferies Financial Group Inc.$999K1
325MCCARTER PRIVATE WEALTH SERVICES LLC$990K1
326DROMS STRAUSS ADVISORS INC /MO/ /ADV$979K1
327UNIVEST FINANCIAL Corp$945K1
328Waverly Advisors, LLC$929K1
329Oakum Bay Capital LLC$925K1
330Pinnacle Financial Partners, Inc.$909K1
331MUFG Securities EMEA plc$889K1
332Kestra Advisory Services, LLC$887K1
333SCHRODER INVESTMENT MANAGEMENT GROUP$880K1
334Metis Global Partners, LLC$880K1
3351900 WEALTH MANAGEMENT LLC$863K1
336SHP Wealth Management$860K1
337Ethic Inc.$857K1
338ASR Vermogensbeheer N.V.$851K1
339OCCUDO QUANTITATIVE STRATEGIES LP$846K1
340BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$842K1
341Premier Path Wealth Partners, LLC$832K1
342MAI Capital Management$825K1
343TOKIO MARINE ASSET MANAGEMENT CO LTD$821K1
344Accretive Wealth Partners, LLC$820K1
345Saudi Central Bank$814K1
346HOWLAND CAPITAL MANAGEMENT LLC$805K1
347POWER WEALTH MANAGEMENT LLC$805K1
348Capital Group Investment Management Pte. Ltd.$804K1
349Apollon Wealth Management, LLC$797K1
350Capula Management Ltd$782K1
351CULLINAN ASSOCIATES INC$765K1
352Sequoia Financial Advisors, LLC$765K1
353CANANDAIGUA NATIONAL CORP$763K1
354Numerai GP LLC$758K1
355Empirical Finance, LLC$752K1
356NOMURA HOLDINGS INC$745K1
357Chicago Partners Investment Group LLC$743K1
358Clarkston Capital Partners, LLC$740K1
359Sagewood Asset Management LP$733K1
360Brevan Howard Capital Management LP$733K1
361AE Wealth Management LLC$730K1
362NWAM LLC$727K1
363R Squared Ltd$722K1
364Novak & Powell Financial Services, Inc.$714K1
365MITCHELL & PAHL PRIVATE WEALTH, LLC$708K1
366QUADRANT CAPITAL GROUP LLC$707K1
367Dai-ichi Life Insurance Company, Ltd$700K1
368E. Ohman J:or Asset Management AB$694K1
369NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$694K1
370Crossmark Global Holdings, Inc.$693K1
371GW HENSSLER & ASSOCIATES LTD$683K1
372KEYBANK NATIONAL ASSOCIATION/OH$683K1
373Inspire Advisors, LLC$661K1
374GUYASUTA INVESTMENT ADVISORS INC$648K1
375UNITED CAPITAL FINANCIAL ADVISORS, LLC$647K1
376Callan Family Office, LLC$643K1
377Sterling Capital Management LLC$639K1
378North Dakota State Investment Board$635K1
379Kepler Cheuvreux (Suisse) SA$633K1
380Silvant Capital Management LLC$629K1
381WBI INVESTMENTS, LLC$614K1
382NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$612K1
383ClearAlpha Technologies LP$610K1
384MUFG SECURITIES AMERICAS INC.$600K1
385Malaga Cove Capital, LLC$600K1
386Fiduciary Group, LLC$595K1
387Brooklyn Investment Group$594K1
388SECURIAN ASSET MANAGEMENT, INC$581K1
389EP Wealth Advisors, LLC$573K1
3901834 INVESTMENT ADVISORS CO$569K1
391Essex Financial Services, Inc.$564K1
392Cresset Asset Management, LLC$561K1
393EVOLVE PRIVATE WEALTH, LLC$557K1
394ELEVATION POINT WEALTH PARTNERS, LLC$554K1
395Gibbs Wealth Management$554K1
396New England Capital Financial Advisors LLC$546K1
397Norman Fields, Gottscho Capital Management, LLC$540K1
398Riverwater Partners LLC$529K1
399B. Metzler seel. Sohn & Co. AG$525K1
400Carnegie Investment Counsel$522K1
401Aberdeen Wealth Management LLC$522K1
402OpenArc Corporate Advisory, LLC$520K1
403Clearstead Advisors, LLC$520K1
404Concurrent Investment Advisors, LLC$509K1
405Envestnet Portfolio Solutions, Inc.$508K1
406Vontobel Holding Ltd.$506K1
407Parcion Private Wealth LLC$495K1
408BAMCO INC /NY/$487K1
409DAVENPORT & Co LLC$486K1
410HIGHLAND CAPITAL MANAGEMENT, LLC$480K1
411COLDSTREAM CAPITAL MANAGEMENT INC$477K1
412NorthCrest Asset Manangement, LLC$477K1
413Vise Technologies, Inc.$472K1
414Wedmont Private Capital$470K1
415Athena Investment Management$470K1
416DONALDSON CAPITAL MANAGEMENT, LLC$468K1
417PRUDENTIAL PLC$464K1
418Weiss Asset Management LP$462K1
419Atlantic Union Bankshares Corp$458K1
420Siemens Fonds Invest GmbH$456K1
421ZEGA Investments, LLC$450K1
422BOWEN HANES & CO INC$448K1
423Midwest Trust Co$444K1
424Marks Group Wealth Management, Inc$444K1
425Cyndeo Wealth Partners, LLC$441K1
426BOOTHBAY FUND MANAGEMENT, LLC$438K1
427Banque Cantonale Vaudoise$437K1
428Advisors Capital Management, LLC$437K1
429FIDUCIARY FAMILY OFFICE, LLC$432K1
430Pallas Capital Advisors LLC$431K1
431Bull Harbor Capital LLC$429K1
432TEMA ETFS LLC$429K1
433Frec Markets, Inc.$426K1
434Polymer Capital Management (US) LLC$425K1
435LifePlan Financial, LLC$417K1
436Impact Capital Partners LLC$414K1
437Laird Norton Wetherby Trust Company, LLC$409K1
438Savant Capital, LLC$403K1
439LVW Advisors, LLC$398K1
440NewEdge Advisors, LLC$398K1
441Parkside Financial Bank & Trust$380K1
442NORDEN GROUP LLC$376K1
443NWF Advisory Services Inc.$376K1
444PINNACLE ASSOCIATES LTD$359K1
445Pinnacle Wealth Management Advisory Group, LLC$358K1
446Rothschild Wealth LLC$356K1
447BALYASNY ASSET MANAGEMENT L.P.$356K1
448Caerus Investment Advisors, LLC$349K1
449SAGESPRING WEALTH PARTNERS, LLC$348K1
450FIRST MANHATTAN CO. LLC.$347K1
451Meeder Advisory Services, Inc.$345K1
452Manchester Capital Management LLC$343K1
453Thrive Wealth Management, LLC$342K1
454TEACHER RETIREMENT SYSTEM OF TEXAS$331K1
455Compound Planning, Inc.$321K1
456Meiji Yasuda Life Insurance Co$321K1
457WADDELL & ASSOCIATES, LLC$314K1
458Roundview Capital LLC$310K1
459nVerses Capital, LLC$305K1
460QRG CAPITAL MANAGEMENT, INC.$304K1
461Aprio Wealth Management, LLC$303K1
462Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$300K1
463Ironwood Investment Counsel, LLC$299K1
464INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$298K1
465iSAM Funds (UK) Ltd$297K1
466Storgate, LLC$295K1
467PRELUDE CAPITAL MANAGEMENT, LLC$294K1
468HANCOCK WHITNEY CORP$293K1
469Bragg Financial Advisors, Inc$290K1
470BEESE FULMER INVESTMENT MANAGEMENT, INC.$290K1
471VAN ECK ASSOCIATES CORP$288K1
472TCV Trust & Wealth Management, Inc.$288K1
473Allegiance Financial Group Advisory Services LLC$285K1
474Steward Partners Investment Advisory, LLC$284K1
475Maridea Wealth Management LLC$281K1
476PATTON FUND MANAGEMENT, INC.$281K1
477Applied Finance Capital Management, LLC$281K1
478CITIZENS FINANCIAL GROUP INC/RI$276K1
479Sowell Financial Services LLC$274K1
480GREENLEAF TRUST$273K1
481Palogic Value Management, L.P.$273K1
482IMC-Chicago, LLC$273K1
483Foster Victor Wealth Advisors, LLC$272K1
484Krilogy Financial LLC$271K1
485SNS Financial Group, LLC$271K1
486BIP Wealth, LLC$270K1
487VIRGINIA WEALTH MANAGEMENT GROUP, INC.$270K1
488Arista Wealth Management, LLC$270K1
489Tower Research Capital LLC (TRC)$269K1
490GenTrust, LLC$268K1
491PERSONAL CFO SOLUTIONS, LLC$266K1
492Bryn Mawr Trust Advisors, LLC$262K1
493OFI INVEST ASSET MANAGEMENT$262K1
494Modera Wealth Management, LLC$260K1
495Founders Financial Alliance, LLC$259K1
496Advisors Asset Management, Inc.$257K1
497Baker Avenue Asset Management, LP$256K1
498GATEWAY INVESTMENT ADVISERS LLC$256K1
499NorthRock Partners, LLC$256K1
500Ballentine Partners, LLC$256K1
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)1 buy / 1 sell
Congress net ($ bound)−$14.0K to $14.0K
Filers net (actions)not in build
Filers net ($ 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 EFX

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for EFX · financials and macro

Financials — as filed PLANNED

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