Public record / Tickers / EL

EL — ESTEE LAUDER COMPANIES INC

Both disclosure regimes on one name: who in Congress filed about EL, 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
88
all PTR rows naming EL
Members · 12m
2
2 buys · 1 sells · by trade date
Latest PTR
08-17
filed 2026-08-17
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

John Hoeven · $100K–$250K

Purchase · traded 2014-08-25 → filed 2014-09-22. Ranked over every EL row by the provable lower bound, never a point estimate.

2 members · 2 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.

11 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

8 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. 8 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING EL · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning EL
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-17John Boozman R–ARPurchase · JT (jointly owned)Traded 07-02 LATE·46d$1K–$15Kamendment pending
2026-08-17John Boozman R–ARPurchase · JT (jointly owned)Traded 07-02 LATE·46d$1K–$15K
2026-08-10Kevin Hern R–OK-1Sale · JT (jointly owned)Traded 08-05 +5d$1K–$15K
2025-05-16Dan Newhouse R–WA-4Sale · partial · SP (partial sale, spouse-owned)Traded 04-11 +35d$1K–$15K
2025-05-13Sheldon Whitehouse D–RISaleTraded 04-29 +14d$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 88 ↗

Members active in EL

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing EL 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.
John Boozman R–AR2$2.0K to $30.0K6
Kevin Hern R–OK-11−$15.0K to −$1.0K1

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

Congress ↔ notable managers · EL

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

Congress · last 90 days

Buyers
1 John Boozman R–AR $2K–$30K
Sellers
1 Kevin Hern R–OK-1 $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Trimming
1 Moore Capital Management $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · Estee Lauder Cos Inc/The - US

Merged timeline of congressional filings and notable-manager moves on EL
DateWhoChangeSize
2026-08-17John Boozman CongressPurchase$1K–$15K
2026-08-17John Boozman CongressPurchase$1K–$15K
2026-08-10Kevin Hern CongressSale$1K–$15K
2026-05-15Tudor Investment Corp 13Fnew+450,222 sh
2026-05-15Gotham Asset Management 13Fadd+48,288 sh
2026-05-15Bridgewater Associates 13Fadd+10,348 sh
2026-05-15Moore Capital Management 13Fexit−9,431 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

full holders view ↗
Top institutional holders of EL for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.3B1
2FMR LLC$1.3B1
3VANGUARD CAPITAL MANAGEMENT LLC$1.2B1
4BANK OF AMERICA CORP /DE/$994M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$872M1
6STATE STREET CORP$846M1
7EAGLE CAPITAL MANAGEMENT LLC$569M1
8SCHRODER INVESTMENT MANAGEMENT GROUP$545M1
9Independent Franchise Partners LLP$476M1
10Invesco Ltd.$374M1
11Capital World Investors$292M1
12MORGAN STANLEY$224M1
13FRANKLIN RESOURCES INC$197M1
14NORTHERN TRUST CORP$176M1
15UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$158M1
16DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$157M1
17Amundi$137M1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$124M1
19Legal & General Group Plc$123M1
20DEUTSCHE BANK AG\$114M1
21UBS Group AG$110M1
22Robeco Institutional Asset Management B.V.$106M1
23VANGUARD FIDUCIARY TRUST CO$99.8M1
24DIMENSIONAL FUND ADVISORS LP$85.6M1
25CITIGROUP INC$71.1M1
26AMERICAN CENTURY COMPANIES INC$70.9M1
27Pictet Asset Management Holding SA$69.9M1
28Tidal Investments LLC$62.1M1
29FEDERATED HERMES, INC.$61.4M1
30SUSQUEHANNA INTERNATIONAL GROUP, LLP$59.3M1
31Nuveen, LLC$54.3M1
32ROYAL BANK OF CANADA$54.0M1
33Swiss National Bank$51.8M1
34NORDEA INVESTMENT MANAGEMENT AB$50.5M1
35EMINENCE CAPITAL, LP$50.1M1
36Alberta Investment Management Corp$46.1M1
37AQR CAPITAL MANAGEMENT LLC$45.2M1
38Mitsubishi UFJ Asset Management Co., Ltd.$42.4M1
39HSBC HOLDINGS PLC$39.9M1
40Vanguard Global Advisers, LLC$38.8M1
41CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$37.6M1
42HighTower Advisors, LLC$36.0M1
43VANGUARD ASSET MANAGEMENT, Ltd$35.4M1
44Woodline Partners LP$34.4M1
45NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$33.4M1
46TUDOR INVESTMENT CORP ET AL$32.3M1
47National Pension Service$31.6M1
48CAMBIAR INVESTORS LLC$31.2M1
49CITADEL ADVISORS LLC$30.9M1
50CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$29.7M1
51Hardman Johnston Global Advisors LLC$29.1M1
52CANADA PENSION PLAN INVESTMENT BOARD$28.6M1
53NATIXIS$28.3M1
54ALLIANCEBERNSTEIN L.P.$28.2M1
55Korea Investment CORP$28.2M1
56SCOPUS ASSET MANAGEMENT, L.P.$28.1M1
57JUPITER ASSET MANAGEMENT LTD$27.8M1
58JENNISON ASSOCIATES LLC$26.9M1
59TWO SIGMA INVESTMENTS, LP$26.7M1
60Eurizon Capital SGR S.p.A.$25.8M1
61NFJ INVESTMENT GROUP, LLC$25.2M1
62AVIVA PLC$23.7M1
63Danica Pension, Livsforsikringsaktieselskab$23.3M1
64ASR Vermogensbeheer N.V.$22.1M1
65JANE STREET GROUP, LLC$21.8M1
66Candriam S.C.A.$21.6M1
67Universal- Beteiligungs- und Servicegesellschaft mbH$20.9M1
68Banco Santander, S.A.$19.8M1
69PRINCIPAL FINANCIAL GROUP INC$19.8M1
70WELLINGTON MANAGEMENT GROUP LLP$19.7M1
71JACOBS LEVY EQUITY MANAGEMENT, INC$18.9M1
72VOLORIDGE INVESTMENT MANAGEMENT, LLC$18.7M1
73MILLENNIUM MANAGEMENT LLC$18.4M1
74Verition Fund Management LLC$17.6M1
75ExodusPoint Capital Management, LP$16.5M1
76Man Group plc$16.5M1
77RAYMOND JAMES FINANCIAL INC$16.2M1
78ADAGE CAPITAL PARTNERS GP, L.L.C.$15.8M1
79MACKENZIE FINANCIAL CORP$15.8M1
80Andra AP-fonden$15.6M1
81Fullerton Fund Management Co Ltd.$15.6M1
82STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$15.3M1
83WELLS FARGO & COMPANY/MN$15.2M1
84CAISSE DES DEPOTS ET CONSIGNATIONS$14.5M1
85Aberdeen Group plc$14.2M1
86Quantinno Capital Management LP$13.1M1
87VICTORY CAPITAL MANAGEMENT INC$12.3M1
88ENVESTNET ASSET MANAGEMENT INC$12.2M1
89Walleye Trading LLC$12.1M1
90Compagnie Lombard Odier SCmA$12.0M1
91BANK OF MONTREAL /CAN/$11.9M1
92INTECH INVESTMENT MANAGEMENT LLC$11.6M1
93FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$11.1M1
94PRUDENTIAL FINANCIAL INC$10.8M1
95D. E. Shaw & Co., Inc.$10.4M1
96ZACKS INVESTMENT MANAGEMENT$10.4M1
97NATIONAL BANK OF CANADA /FI/$10.0M1
98STATE OF WISCONSIN INVESTMENT BOARD$9.8M1
99Gotham Asset Management, LLC$9.8M1
100Leonteq Securities AG$9.7M1
101Zurcher Kantonalbank (Zurich Cantonalbank)$9.5M1
102Fideuram Asset Management (Ireland) dac$9.4M1
103MANUFACTURERS LIFE INSURANCE COMPANY, THE$9.3M1
104Illinois Municipal Retirement Fund$9.0M1
105Vanguard Investments Australia, Ltd.$8.8M1
106Chevy Chase Trust Holdings, LLC$8.7M1
107BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$8.7M1
108NS Partners Ltd$8.4M1
109ICICI Prudential Asset Management Co Ltd$8.4M1
110Aquatic Capital Management LLC$8.0M1
111Amanah Holdings Trust$7.9M1
112ROYAL LONDON ASSET MANAGEMENT LTD$7.7M1
113SummitTX Capital, L.P.$7.6M1
114Asset Management One Co., Ltd.$7.6M1
115STIFEL FINANCIAL CORP$7.5M1
116Centiva Capital, LP$7.5M1
117APG Asset Management N.V.$7.4M1
118Calamos Advisors LLC$7.3M1
119Trexquant Investment LP$7.1M1
120CREDIT AGRICOLE S A$7.1M1
121Point72 Asset Management, L.P.$6.9M1
122Mirae Asset Global Investments Co., Ltd.$6.9M1
123LBP AM SA$6.6M1
124TD ASSET MANAGEMENT INC$6.6M1
125NOMURA ASSET MANAGEMENT CO LTD$6.5M1
126State of New Jersey Common Pension Fund D$6.1M1
127Tredje AP-fonden$6.1M1
128Alphadyne Asset Management LP$6.0M1
129TWINBEECH CAPITAL LP$5.9M1
130Wealthfront Advisers LLC$5.8M1
131XTX Topco Ltd$5.8M1
132MASSACHUSETTS FINANCIAL SERVICES CO /MA/$5.7M1
133Lansforsakringar Fondforvaltning AB (publ)$5.5M1
134SEI INVESTMENTS CO$5.5M1
135Resona Asset Management Co.,Ltd.$5.5M1
136BALYASNY ASSET MANAGEMENT L.P.$5.5M1
137GROUP ONE TRADING LLC$5.4M1
138GREENWOOD CAPITAL ASSOCIATES LLC$5.3M1
139TORONTO DOMINION BANK$5.2M1
140S.E.E.D. Planning Group LLC$5.2M1
141Oliver Luxxe Assets LLC$5.0M1
142BANQUE PICTET & CIE SA$5.0M1
143LPL Financial LLC$4.9M1
144IMC-Chicago, LLC$4.9M1
145Steward Partners Investment Advisory, LLC$4.9M1
146Czech National Bank$4.8M1
147Arizona State Retirement System$4.8M1
148FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$4.7M1
149STATE OF MICHIGAN RETIREMENT SYSTEM$4.6M1
150Edgestream Partners, L.P.$4.5M1
151SAVA PENZISKO DRUSHTVO A.D. SKOPJE$4.5M1
152PICTON MAHONEY ASSET MANAGEMENT$4.4M1
153Vontobel Holding Ltd.$4.4M1
154CIBC Bancorp USA Inc.$4.4M1
155CIBC Asset Management Inc$4.2M1
156COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.1M1
157Boussard & Gavaudan Investment Management LLP$4.0M1
158USS Investment Management Ltd$3.9M1
159BNP Paribas Asset Management Holding S.A.$3.9M1
160Retirement Systems of Alabama$3.8M1
161Hillman Capital Management, Inc.$3.7M1
162Swedbank AB$3.7M1
163FIL Ltd$3.7M1
164IFM Investors Pty Ltd$3.7M1
165Osmosis Investment Management UK Ltd$3.7M1
166SEB Asset Management AB$3.6M1
167VOYA INVESTMENT MANAGEMENT LLC$3.6M1
168Ascent Wealth Partners, LLC$3.5M1
169KING LUTHER CAPITAL MANAGEMENT CORP$3.5M1
170Laurion Capital Management LP$3.5M1
171Schonfeld Strategic Advisors LLC$3.5M1
172Daiwa Securities Group Inc.$3.5M1
173Creative Planning$3.4M1
174Rodgers Brothers Inc.$3.3M1
175Weiss Asset Management LP$3.2M1
176XPONANCE LLC$3.2M1
177Cetera Investment Advisers$3.1M1
178Swiss Life Asset Management Ltd$3.1M1
179OP Asset Management Ltd$3.1M1
180Morningstar Investment Management LLC$3.0M1
181US BANCORP \DE\$2.9M1
182PUBLIC SECTOR PENSION INVESTMENT BOARD$2.9M1
183Utah Retirement Systems$2.9M1
184Corient Private Wealth LLC$2.9M1
185Freestone Grove Partners LP$2.8M1
186J. Stern & Co. LLP$2.8M1
187Capital International, Inc./CA/$2.8M1
188FIFTH THIRD BANCORP$2.8M1
189PRUDENTIAL PLC$2.8M1
190Bleakley Financial Group, LLC$2.8M1
191Pathstone Holdings, LLC$2.7M1
192COMMONWEALTH EQUITY SERVICES, LLC$2.7M1
193Engineers Gate Manager LP$2.7M1
194Murphy Pohlad Asset Management LLC$2.7M1
195ProShare Advisors LLC$2.7M1
196OSAIC HOLDINGS, INC.$2.7M1
197NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.6M1
198NUANCE INVESTMENTS, LLC$2.6M1
199Rakuten Investment Management, Inc.$2.5M1
200NEOS Investment Management LLC$2.5M1
201LGT Group Foundation$2.5M1
202BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.4M1
203Sumitomo Mitsui DS Asset Management Company, Ltd$2.4M1
204Quintet Private Bank (Europe) S.A.$2.3M1
205Empowered Funds, LLC$2.3M1
206NISSAY ASSET MANAGEMENT CORP /JAPAN$2.3M1
207Mitsubishi UFJ Trust & Banking Corp$2.3M1
208RENAISSANCE TECHNOLOGIES LLC$2.2M1
209Janus Henderson Group Ltd.$2.2M1
210Salvus Wealth Management, LLC$2.2M1
211Bank Julius Baer & Co. Ltd, Zurich$2.2M1
212Cerity Partners LLC$2.1M1
213BANK OF NOVA SCOTIA$2.1M1
214LECAP ASSET MANAGEMENT LTD$2.1M1
215FIRST TRUST ADVISORS LP$2.1M1
216Sompo Asset Management Co., Ltd.$2.1M1
217LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2.0M1
218MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.0M1
219OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.0M1
220UniSuper Management Pty Ltd$2.0M1
221Rockefeller Capital Management L.P.$2.0M1
222Avanza Fonder AB$2.0M1
223Blue Capital, Inc.$1.9M1
224Oak Thistle LLC$1.9M1
225BLAIR WILLIAM & CO/IL$1.9M1
226AZZAD ASSET MANAGEMENT INC /ADV$1.9M1
227MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.9M1
228Vanguard Personalized Indexing Management, LLC$1.8M1
229Beacon Pointe Advisors, LLC$1.8M1
230Bridgewater Associates, LP$1.8M1
231North Dakota State Investment Board$1.7M1
232U.S. Capital Wealth Advisors, LLC$1.7M1
233Assenagon Asset Management S.A.$1.7M1
234STOREBRAND ASSET MANAGEMENT AS$1.7M1
235Jain Global LLC$1.7M1
236Joel Isaacson & Co., LLC$1.7M1
237Nan Shan Life Insurance Co., Ltd.$1.7M1
238Walleye Capital LLC$1.7M1
239Cardinal Point Capital Management ULC$1.6M1
240GUGGENHEIM CAPITAL LLC$1.6M1
241MACQUARIE GROUP LTD$1.6M1
242Elo Mutual Pension Insurance Co$1.5M1
243Silvant Capital Management LLC$1.5M1
244MASTERINVEST Kapitalanlage GmbH$1.5M1
245Graham Capital Management, L.P.$1.4M1
246OLD NATIONAL BANCORP /IN/$1.4M1
247CHOREO, LLC$1.4M1
248WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.4M1
249J. Safra Sarasin Holding AG$1.4M1
250Waterfront Wealth Inc.$1.4M1
251Bridgefront Capital, LLC$1.4M1
252INCEPTIONR LLC$1.3M1
253Union Bancaire Privee, UBP SA$1.3M1
254LGT Fund Management Co Ltd.$1.3M1
255Great Hill Capital LLC$1.3M1
256Rafferty Asset Management, LLC$1.3M1
257Sanctuary Advisors, LLC$1.3M1
258Investment Management Corp of Ontario$1.3M1
259Federation des caisses Desjardins du Quebec$1.2M1
260UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.2M1
261Saranac Partners Ltd$1.2M1
262PKO Investment Management Joint-Stock Co$1.2M1
263M&T BANK CORP$1.2M1
264Norinchukin Bank, The$1.2M1
2651834 INVESTMENT ADVISORS CO$1.2M1
266Lombard Odier Asset Management (Switzerland) SA$1.2M1
267STANCE CAPITAL LLC$1.2M1
268HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.1M1
269PEAK6 LLC$1.1M1
270OPPENHEIMER ASSET MANAGEMENT INC.$1.1M1
271Lindsell Train Ltd$1.1M1
272MIZUHO SECURITIES USA LLC$1.1M1
273Texas Yale Capital Corp.$1.1M1
274Summit Trail Advisors, LLC$1.0M1
275ELEVATION POINT WEALTH PARTNERS, LLC$1.0M1
276Brevan Howard Capital Management LP$1.0M1
277DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$999K1
278Chicago Capital, LLC$998K1
279Vestmark Advisory Solutions, Inc.$971K1
280NewEdge Wealth, LLC$949K1
281U S GLOBAL INVESTORS INC$933K1
282O'SHAUGHNESSY ASSET MANAGEMENT, LLC$922K1
283MUFG Securities EMEA plc$918K1
284Allianz Asset Management GmbH$912K1
285WESTPAC BANKING CORP$894K1
286Allspring Global Investments Holdings, LLC$893K1
287Maryland State Retirement & Pension System$884K1
288MML INVESTORS SERVICES, LLC$862K1
289Wealthspire Advisors, LLC$856K1
290J. Goldman & Co LP$853K1
291CONTRAVISORY INVESTMENT MANAGEMENT, INC.$839K1
292ASSETMARK, INC$800K1
293TOKIO MARINE ASSET MANAGEMENT CO LTD$795K1
294SIH Partners, LLLP$789K1
295OMERS ADMINISTRATION Corp$773K1
296Jefferies Financial Group Inc.$736K1
297MERCER GLOBAL ADVISORS INC /ADV$722K1
298Bluebird Wealth Management LLC$702K1
299Atlantic Union Bankshares Corp$700K1
300ARCADIA INVESTMENT MANAGEMENT CORP/MI$699K1
301London & Capital Asset Management Ltd$690K1
302Hartford Financial Management Inc.$682K1
303QUADRANT CAPITAL GROUP LLC$672K1
304TRUIST FINANCIAL CORP$660K1
305GROUPAMA ASSET MANAGMENT$658K1
306ABN AMRO INVESTMENT SOLUTIONS$637K1
307E Fund Management Co., Ltd.$633K1
308Sendero Wealth Management, LLC$632K1
309Permanens Capital L.P.$621K1
310Financial Sense Advisors, Inc.$620K1
311Premier Path Wealth Partners, LLC$616K1
312AXQ CAPITAL, LP$609K1
313Larson Financial Group LLC$601K1
314Manhattan West Asset Management, LLC$601K1
315NewEdge Advisors, LLC$597K1
316Generali Asset Management SPA SGR$595K1
317Fieldview Capital Management, LLC$588K1
318&PARTNERS$586K1
319VCI Wealth Management LLC$582K1
320Empirical Finance, LLC$574K1
321Sequoia Financial Advisors, LLC$572K1
322NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$568K1
323Vident Advisory, LLC$566K1
324Vise Technologies, Inc.$565K1
325WORLDQUANT MILLENNIUM ADVISORS LLC$549K1
326Crossmark Global Holdings, Inc.$549K1
327Interval Partners, LP$546K1
328Brown Shipley& Co Ltd$546K1
329Connor, Clark & Lunn Investment Management Ltd.$544K1
330EXCHANGE TRADED CONCEPTS, LLC$543K1
331Atria Investments, Inc$536K1
332BOOTHBAY FUND MANAGEMENT, LLC$523K1
333TAGStone Capital, Inc.$512K1
334COLDSTREAM CAPITAL MANAGEMENT INC$511K1
335NOMURA HOLDINGS INC$510K1
336KESTRA PRIVATE WEALTH SERVICES, LLC$507K1
337COMMERCE BANK$506K1
338Metis Global Partners, LLC$504K1
339Meeder Advisory Services, Inc.$496K1
340Blueshift Asset Management, LLC$495K1
341Phoenix Financial Ltd.$492K1
342Caprock Group, LLC$483K1
343Machina Capital S.A.S.$483K1
344CWM, LLC$483K1
345SECURIAN ASSET MANAGEMENT, INC$480K1
346SIG BROKERAGE, LP$479K1
347Squarepoint Ops LLC$472K1
348Grove Bank & Trust$468K1
349BROWN ADVISORY INC$465K1
350CAPSTONE INVESTMENT ADVISORS, LLC$465K1
351Badgley Phelps Wealth Managers, LLC$460K1
352Banque Cantonale Vaudoise$448K1
353Corps Capital Advisors, LLC$444K1
354Focus Partners Wealth$431K1
355YHB Investment Advisors, Inc.$427K1
356Private Advisor Group, LLC$422K1
357Laird Norton Wetherby Trust Company, LLC$415K1
358Merit Financial Group, LLC$411K1
359Parrish Capital LLC$408K1
360Port Capital LLC$402K1
361Concurrent Investment Advisors, LLC$398K1
362iSAM Funds (UK) Ltd$393K1
363EDGEWOOD MANAGEMENT LLC$390K1
364Balentine LLC$389K1
365WORLD EQUITY GROUP, INC.$389K1
366Capital International Sarl$385K1
367Tower Research Capital LLC (TRC)$376K1
368Kintegral Advisory, LLC$362K1
369American Alpha Advisors, LLC$359K1
370Prospera Financial Services Inc$359K1
371Marex Group Ltd$352K1
372Riverwater Partners LLC$344K1
373TEMA ETFS LLC$335K1
374Foresight Global Investors, Inc.$334K1
375Stratos Wealth Partners, LTD.$333K1
376HB Wealth Management, LLC$332K1
377Mesirow Financial Investment Management, Inc.$327K1
378PATTON FUND MANAGEMENT, INC.$326K1
379Kestra Advisory Services, LLC$324K1
380Circle Wealth Management, LLC$321K1
381Krilogy Financial LLC$320K1
382QRG CAPITAL MANAGEMENT, INC.$318K1
383EntryPoint Capital, LLC$310K1
384Evelyn Partners Investment Management LLP$302K1
385OPPENHEIMER & CO INC$302K1
386ALLIANZ SE$294K1
387CIBC WORLD MARKET INC.$289K1
388Worthington Financial Partners, LLC$288K1
389NICOLET BANKSHARES INC$287K1
390Caption Management, LLC$287K1
391Integrated Advisors Network LLC$286K1
392Kingsview Wealth Management, LLC$282K1
393VARCOV Co.$273K1
394Brookstone Capital Management$271K1
395TD Waterhouse Canada Inc.$270K1
396Gryphon Financial Partners LLC$263K1
397TEACHER RETIREMENT SYSTEM OF TEXAS$263K1
398Lifeworks Advisors, LLC$263K1
399SAPIENT CAPITAL LLC$261K1
400Snowden Capital Advisors LLC$256K1
401Moors & Cabot, Inc.$256K1
402Siemens Fonds Invest GmbH$256K1
403ANCHYRA PARTNERS LLC$256K1
404Lido Advisors, LLC$255K1
405Intesa Sanpaolo Wealth Management$250K1
406Pinpoint Asset Management (Singapore) Pte. Ltd.$249K1
407PROFUND ADVISORS LLC$244K1
408GDS Wealth Management$242K1
409Compound Planning, Inc.$241K1
410Canvas Wealth Advisors, LLC$236K1
411CALIBER WEALTH MANAGEMENT, LLC / KS$236K1
412Baird Financial Group, Inc.$230K1
413ASAHI LIFE ASSET MANAGEMENT CO., LTD.$229K1
414AE Wealth Management LLC$228K1
415PERSONAL CFO SOLUTIONS, LLC$227K1
416Burford Brothers, Inc.$223K1
417Vision Capital Management, Inc.$221K1
418KEYBANK NATIONAL ASSOCIATION/OH$221K1
419MIRABELLA FINANCIAL SERVICES LLP$219K1
420Cresset Asset Management, LLC$209K1
421Northwest & Ethical Investments L.P.$208K1
422Dynamic Advisor Solutions LLC$208K1
423Callan Family Office, LLC$206K1
424GATEWAY INVESTMENT ADVISERS LLC$204K1
425Scientech Research LLC$203K1
426OXFORD ASSET MANAGEMENT LLP$202K1
427NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$202K1
428EFG International AG$188K1
429WEBSTER BANK, N. A.$188K1
430Banque Transatlantique SA$188K1
431Capula Management Ltd$183K1
432MAI Capital Management$174K1
433Bayforest Capital Ltd$162K1
434Owlhouse Capital LP$144K1
435SIGNATUREFD, LLC$141K1
436Investors Research Corp$140K1
437Clearstead Trust, LLC$135K1
438Allworth Financial LP$131K1
439Optiver Holding B.V.$130K1
440Murphy & Mullick Capital Management Corp$127K1
441Clearstead Advisors, LLC$122K1
442Smartleaf Asset Management LLC$120K1
443Pinnacle Wealth Planning Services, Inc.$103K1
444MBM WEALTH CONSULTANTS, LLC$94.1K1
445MATHER GROUP, LLC.$90.6K1
446Central Pacific Bank - Trust Division$88.6K1
447CVA Family Office, LLC$76.8K1
448Quarry LP$68.2K1
449Deseret Mutual Benefit Administrators$64.2K1
450Rakuten Securities, Inc.$62.2K1
451Blue Trust, Inc.$61.1K1
452Cromwell Holdings LLC$60.5K1
453Hilltop National Bank$59.8K1
454MEEDER ASSET MANAGEMENT INC$52.6K1
455KBC Group NV$50.8K1
456Parkside Financial Bank & Trust$49.8K1
457UMB Bank, n.a.$47.9K1
458MONTAG A & ASSOCIATES INC$43.1K1
459Arax Advisory Partners$40.9K1
460HM PAYSON & CO$38.6K1
461Asset Dedication, LLC$36.0K1
462PenderFund Capital Management Ltd.$35.9K1
463Truvestments Capital LLC$35.9K1
464Paladin Advisory Group, LLC$35.6K1
465CANADA LIFE ASSURANCE Co$32.6K1
466DELTA ASSET MANAGEMENT LLC/TN$30.1K1
467Owl Creek Wealth Partners LLC$25.5K1
468Evelyn Partners Investment Management Services Ltd$25.2K1
469BOK Financial Private Wealth, Inc.$23.4K1
470Evelyn Partners Investment Management (Europe) Ltd$22.8K1
471REAP Financial Group, LLC$20.5K1
472OFI INVEST ASSET MANAGEMENT$18.8K1
473Keating Financial Advisory Services, Inc.$18.2K1
474CENTRAL TRUST Co$17.6K1
475Intentional Wealth Strategies, LLC$16.0K1
476Tradewinds Capital Management, LLC$15.8K1
477TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$15.8K1
478Transamerica Financial Advisors, LLC$15.8K1
479EASTERN BANK$15.6K1
480Glass Jacobson Investment Advisors llc$15.6K1
481Addison Advisors LLC$14.4K1
482Raleigh Capital Management Inc.$13.7K1
483Ameliora Wealth Management Ltd.$13.6K1
484Wealth Enhancement Trust Services, Inc.$12.5K1
485Spire Wealth Management$12.4K1
486TFC Financial Management, Inc.$11.4K1
487Johnson Financial Group, Inc.$9.6K1
488DekaBank Deutsche Girozentrale$9.2K1
489Kilter Group LLC$8.3K1
490Westfuller Advisors, LLC$8.3K1
491N.E.W. Advisory Services LLC$7.9K1
492True Wealth Design, LLC$7.5K1
493Treasurer of the State of North Carolina$7.5K1
494ELEVATION WEALTH PARTNERS, LLC$7.5K1
495Global X Japan Co., Ltd.$7.5K1
496Activest Wealth Management$7.3K1
497MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$7.2K1
498VISION FINANCIAL MARKETS LLC$7.2K1
499Triumph Capital Management$7.2K1
500Kemnay Advisory Services Inc.$7.0K1
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 / 1 sell
Congress net ($ bound)−$13.0K to $29.0K
Filers net (actions)not in build
Filers net ($ 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 EL

RETAINED WINDOW · ACTIVE HITS
Signal hits naming EL
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 against1 hit

Every rule, with its definition →

Planned modules for EL · financials and macro

Financials — as filed PLANNED

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