Public record / Tickers / ELAN

ELAN — Elanco Animal Health Inc

Both disclosure regimes on one name: who in Congress filed about ELAN, 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
22
all PTR rows naming ELAN
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
10-10
filed 2025-10-10
13F holders
470
top-470 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 2019-08-20 → filed 2019-09-01. Ranked over every ELAN row by the provable lower bound, never a point estimate.

1 member · 0 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

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 ELAN · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ELAN
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-10Val T. Hoyle D–OR-4Sale · SP (spouse-owned)Traded 09-23 +17d$1K–$15K
2023-07-26Sullivan, Daniel S Sale · JT (jointly owned)Traded 2022-11-30 LATE·238d$1K–$15Kamendment pending
2023-04-17Daniel S. Goldman D–NY-10Sale · partial (partial sale)Traded 03-06 +42d$1K–$15K
2022-12-29Susie Lee D–NV-3Sale · JT (jointly owned)Traded 11-30 +29d$1K–$15K
2021-07-13Susie Lee D–NV-3Purchase · JT (jointly owned)Traded 06-21 +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 22 ↗

Members active in ELAN

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing ELAN 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.
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

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

Congress ↔ notable managers · ELAN

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

Trimming
0 $0 held

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

Merged timeline of congressional filings and notable-manager moves on ELAN
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+181,926 sh
2026-05-15Bridgewater Associates 13Fadd+64,032 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

full holders view ↗
Top institutional holders of ELAN for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1DODGE & COX$1.6B1
2FMR LLC$1.2B1
3BlackRock, Inc.$1.1B1
4PRIMECAP MANAGEMENT CO/CA/$1.1B1
5DIMENSIONAL FUND ADVISORS LP$587M1
6VANGUARD PORTFOLIO MANAGEMENT LLC$542M1
7VANGUARD CAPITAL MANAGEMENT LLC$535M1
8STATE STREET CORP$367M1
9Winslow Capital Management, LLC$326M1
10GEODE CAPITAL MANAGEMENT, LLC$268M1
11Black Creek Investment Management Inc.$251M1
12UBS Group AG$205M1
13Invesco Ltd.$195M1
14MORGAN STANLEY$154M1
15MANUFACTURERS LIFE INSURANCE COMPANY, THE$149M1
16FULLER & THALER ASSET MANAGEMENT, INC.$144M1
17SEI INVESTMENTS CO$135M1
18Clearbridge Investments, LLC$110M1
19CITADEL ADVISORS LLC$105M1
20NORTHERN TRUST CORP$100M1
21Bank of New York Mellon Corp$91.2M1
22BARROW HANLEY MEWHINNEY & STRAUSS LLC$85.7M1
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$85.6M1
24Capital World Investors$81.6M1
25BANK OF AMERICA CORP /DE/$80.4M1
26JENNISON ASSOCIATES LLC$74.7M1
27JUPITER ASSET MANAGEMENT LTD$74.4M1
28VANGUARD FIDUCIARY TRUST CO$73.8M1
29WELLINGTON MANAGEMENT GROUP LLP$72.6M1
30SHAPIRO CAPITAL MANAGEMENT LLC$71.0M1
31Artemis Investment Management LLP$68.0M1
32BRANDES INVESTMENT PARTNERS, LP$66.5M1
33Allspring Global Investments Holdings, LLC$66.4M1
34BOWEN HANES & CO INC$63.3M1
35FEDERATED HERMES, INC.$58.0M1
36FRONTIER CAPITAL MANAGEMENT CO LLC$56.5M1
37Nuveen, LLC$53.7M1
38RAYMOND JAMES FINANCIAL INC$45.4M1
39Quantinno Capital Management LP$40.2M1
40TD ASSET MANAGEMENT INC$38.2M1
41UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$36.5M1
42ADAGE CAPITAL PARTNERS GP, L.L.C.$34.5M1
43PRINCIPAL FINANCIAL GROUP INC$33.2M1
44Redwood Grove Capital, LLC$30.9M1
45RHUMBLINE ADVISERS$30.3M1
46ASR Vermogensbeheer N.V.$29.8M1
47LMR Partners LLP$27.9M1
48SCHRODER INVESTMENT MANAGEMENT GROUP$23.6M1
49Swiss National Bank$23.5M1
50ENVESTNET ASSET MANAGEMENT INC$22.8M1
51Defilade Capital Management, L.P.$22.3M1
52ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$20.3M1
53CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$19.9M1
54PRIVATE MANAGEMENT GROUP INC$19.6M1
55WELLS FARGO & COMPANY/MN$19.3M1
56MILLENNIUM MANAGEMENT LLC$17.1M1
57Legal & General Group Plc$17.0M1
58PICTON MAHONEY ASSET MANAGEMENT$16.7M1
59AMERIPRISE FINANCIAL INC$15.9M1
60Hardman Johnston Global Advisors LLC$14.9M1
61DDD Partners, LLC$14.8M1
62Retirement Systems of Alabama$14.6M1
63DANSKE BANK A/S$14.5M1
64ALLIANCEBERNSTEIN L.P.$14.1M1
65ExodusPoint Capital Management, LP$13.6M1
66VOYA INVESTMENT MANAGEMENT LLC$13.4M1
67Integral Health Asset Management, LLC$13.2M1
68ROYCE & ASSOCIATES LP$11.2M1
69Allianz Asset Management GmbH$11.2M1
70VANGUARD ASSET MANAGEMENT, Ltd$10.8M1
71PRUDENTIAL FINANCIAL INC$10.8M1
72STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$10.2M1
73ONTARIO TEACHERS PENSION PLAN BOARD$10.0M1
74LPL Financial LLC$9.5M1
75Universal- Beteiligungs- und Servicegesellschaft mbH$9.0M1
76CASTLEARK MANAGEMENT LLC$8.5M1
77GREAT LAKES ADVISORS, LLC$8.3M1
78DRIEHAUS CAPITAL MANAGEMENT LLC$8.2M1
79OP Asset Management Ltd$8.2M1
80Engineers Gate Manager LP$8.1M1
81Gotham Asset Management, LLC$7.9M1
82FIFTH THIRD BANCORP$7.6M1
83STIFEL FINANCIAL CORP$7.6M1
84STATE OF WISCONSIN INVESTMENT BOARD$7.5M1
85Dana Investment Advisors, Inc.$7.5M1
86Tidal Investments LLC$7.4M1
87Pathstone Holdings, LLC$7.3M1
88Old West Investment Management, LLC$6.9M1
89NEW YORK STATE COMMON RETIREMENT FUND$6.9M1
90VICTORY CAPITAL MANAGEMENT INC$6.7M1
91EQUITABLE TRUST CO$6.5M1
92BARCLAYS PLC$6.4M1
93Integrated Advisors Network LLC$6.3M1
94PANAGORA ASSET MANAGEMENT INC$6.2M1
95MetLife Investment Management, LLC$5.8M1
96Transamerica Financial Advisors, LLC$5.6M1
97FIRST TRUST ADVISORS LP$5.5M1
98Vanguard Global Advisers, LLC$5.5M1
99Janus Henderson Group Ltd.$5.4M1
100NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$5.3M1
101CITIGROUP INC$5.3M1
102Zurcher Kantonalbank (Zurich Cantonalbank)$5.1M1
103Verition Fund Management LLC$5.1M1
104Skylands Capital, LLC$5.0M1
105DEUTSCHE BANK AG\$4.9M1
106Geneos Wealth Management Inc.$4.9M1
107AQR CAPITAL MANAGEMENT LLC$4.7M1
108MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.6M1
109AMERICAN CENTURY COMPANIES INC$4.5M1
110Private Advisor Group, LLC$4.4M1
111BRANT POINT INVESTMENT MANAGEMENT LLC$4.2M1
112Robeco Institutional Asset Management B.V.$4.2M1
113State of New Jersey Common Pension Fund D$4.1M1
114BANK OF MONTREAL /CAN/$4.0M1
115Callan Family Office, LLC$3.9M1
116BAMCO INC /NY/$3.9M1
117TRUIST FINANCIAL CORP$3.9M1
118YOUSIF CAPITAL MANAGEMENT, LLC$3.7M1
119FIRST NATIONAL BANK OF OMAHA$3.7M1
120ROYAL BANK OF CANADA$3.6M1
121Corient Private Wealth LLC$3.6M1
122Watchtower Advisors, LP$3.5M1
123Trexquant Investment LP$3.5M1
124D. E. Shaw & Co., Inc.$3.5M1
125MAVERICK CAPITAL LTD$3.5M1
126Thrive Capital Management, LLC$3.4M1
127Phocas Financial Corp.$3.4M1
128Arizona State Retirement System$3.3M1
129SAPIENT CAPITAL LLC$3.1M1
130Vanguard Investments Australia, Ltd.$3.0M1
131COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.0M1
132Cetera Investment Advisers$2.9M1
133STATE OF MICHIGAN RETIREMENT SYSTEM$2.9M1
134Creative Planning$2.9M1
135WORLDQUANT MILLENNIUM ADVISORS LLC$2.8M1
136NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.7M1
137KLP KAPITALFORVALTNING AS$2.6M1
138Summit Trail Advisors, LLC$2.6M1
139Atria Investments, Inc$2.4M1
140OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.4M1
141Independent Advisor Alliance$2.4M1
142Amundi$2.4M1
143Ameritas Investment Partners, Inc.$2.2M1
144LAZARD ASSET MANAGEMENT LLC$2.2M1
145FRANKLIN RESOURCES INC$2.1M1
146Bridgewater Associates, LP$2.1M1
147FIL Ltd$2.0M1
148Pictet Asset Management Holding SA$1.9M1
149Vanguard Personalized Indexing Management, LLC$1.9M1
150MERCER GLOBAL ADVISORS INC /ADV$1.9M1
151Illinois Municipal Retirement Fund$1.8M1
152Bridgefront Capital, LLC$1.8M1
153Mitsubishi UFJ Trust & Banking Corp$1.8M1
154Quartz Partners, LLC$1.8M1
155Rockefeller Capital Management L.P.$1.6M1
156B. Metzler seel. Sohn & Co. AG$1.5M1
157Ethic Inc.$1.5M1
158GUGGENHEIM CAPITAL LLC$1.5M1
159NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.5M1
160STEINBERGANNA WEALTH MANAGEMENT$1.5M1
161XPONANCE LLC$1.4M1
162Caprock Group, LLC$1.4M1
163SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.4M1
164PARADIGM ASSET MANAGEMENT CO LLC$1.3M1
165O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.3M1
166Federation des caisses Desjardins du Quebec$1.2M1
167Orion Porfolio Solutions, LLC$1.2M1
168MITCHELL & PAHL PRIVATE WEALTH, LLC$1.2M1
169Central Pacific Bank - Trust Division$1.2M1
170CHOREO, LLC$1.2M1
171TEACHER RETIREMENT SYSTEM OF TEXAS$1.1M1
172Friedenthal Financial$1.1M1
173Values First Advisors, Inc.$1.1M1
174Swiss Life Asset Management Ltd$1.1M1
175VARCOV Co.$1.0M1
176US BANCORP \DE\$1.0M1
177Institute for Wealth Management, LLC.$976K1
178HSBC HOLDINGS PLC$972K1
179TD Waterhouse Canada Inc.$923K1
180Connor, Clark & Lunn Investment Management Ltd.$919K1
181RWA WEALTH PARTNERS, LLC$907K1
182LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$904K1
183OSAIC HOLDINGS, INC.$899K1
184COMMERCE BANK$892K1
185SECURIAN ASSET MANAGEMENT, INC$876K1
186Crossmark Global Holdings, Inc.$872K1
187BENJAMIN EDWARDS INC$842K1
188WINNACLE WEALTH LLC$836K1
189VestGen Advisors, LLC$792K1
190Cerity Partners LLC$789K1
191HighTower Advisors, LLC$782K1
192CANADA PENSION PLAN INVESTMENT BOARD$771K1
193Resonant Capital Advisors, LLC$763K1
194&PARTNERS$763K1
195Ensign Peak Advisors, Inc$754K1
196Wealthspire Advisors, LLC$738K1
197180 WEALTH ADVISORS, LLC$728K1
198VestGen Investment Management$719K1
199Northwest & Ethical Investments L.P.$708K1
200Advyzon Investment Management, LLC$700K1
201ProShare Advisors LLC$667K1
202BROWN ADVISORY INC$637K1
203Linden Thomas Advisory Services, LLC$634K1
204Focus Partners Wealth$633K1
205Utah Retirement Systems$625K1
206Maryland State Retirement & Pension System$620K1
207MML INVESTORS SERVICES, LLC$617K1
208Brooklyn Investment Group$607K1
209Sequoia Financial Advisors, LLC$603K1
210MOKAN Wealth Management Inc.$602K1
211BRASADA CAPITAL MANAGEMENT, LP$598K1
212DnB Asset Management AS$595K1
213Aaron Wealth Advisors LLC$587K1
214Ausdal Financial Partners, Inc.$578K1
215M&T BANK CORP$577K1
216Blue Trust, Inc.$562K1
217Compound Planning, Inc.$548K1
218WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$536K1
219PROFUND ADVISORS LLC$534K1
220Mirae Asset Global Investments Co., Ltd.$515K1
221TOKIO MARINE ASSET MANAGEMENT CO LTD$507K1
222Kera Capital Partners, Inc.$506K1
223Measured Wealth Private Client Group, LLC$499K1
224Probity Advisors, Inc.$497K1
225Quantbot Technologies LP$493K1
226Inscription Capital, LLC$481K1
227ADAR1 Capital Management, LLC$479K1
228RMR Wealth Builders$473K1
229Tower Research Capital LLC (TRC)$464K1
230QUADRANT CAPITAL GROUP LLC$456K1
231Walleye Trading LLC$455K1
232Concurrent Investment Advisors, LLC$444K1
233ARISTEIA CAPITAL, L.L.C.$435K1
234BLAIR WILLIAM & CO/IL$435K1
235Diametric Capital, LP$428K1
236STOREBRAND ASSET MANAGEMENT AS$428K1
237Linscomb Wealth, Inc.$427K1
238Vontobel Holding Ltd.$427K1
239JANE STREET GROUP, LLC$426K1
240Savant Capital, LLC$426K1
241Empowered Funds, LLC$425K1
242Cynosure Group, LLC$423K1
243MACKENZIE FINANCIAL CORP$423K1
244Cresset Asset Management, LLC$414K1
245Whalen Wealth Management Inc.$409K1
246UNITED CAPITAL FINANCIAL ADVISORS, LLC$406K1
247Cinctive Capital Management LP$398K1
248Sterling Capital Management LLC$397K1
249PCM Encore, LLC$397K1
250EVERGREEN CAPITAL MANAGEMENT LLC$396K1
251JAG CAPITAL MANAGEMENT, LLC$395K1
252SHELTON CAPITAL MANAGEMENT$392K1
253NISA INVESTMENT ADVISORS, LLC$386K1
254Brown Miller Wealth Management, LLC$376K1
255AXXCESS WEALTH MANAGEMENT, LLC$376K1
256CIBC Asset Management Inc$376K1
257MTM Investment Management, LLC$363K1
258North Dakota State Investment Board$344K1
259Fifth Third Wealth Advisors LLC$342K1
260Vident Advisory, LLC$339K1
261Walleye Capital LLC$339K1
262HB Wealth Management, LLC$330K1
263Oakmont Advisory Group, LLC$318K1
264Rafferty Asset Management, LLC$317K1
265PINKERTON WEALTH, LLC$315K1
266COMMONWEALTH EQUITY SERVICES, LLC$313K1
267Chicago Partners Investment Group LLC$312K1
268Vestmark Advisory Solutions, Inc.$305K1
269RITHOLTZ WEALTH MANAGEMENT$302K1
270Legacy Capital Group California, Inc.$299K1
271Eurizon Capital SGR S.p.A.$295K1
272PRELUDE CAPITAL MANAGEMENT, LLC$291K1
273BAM Wealth Management, LLC$288K1
274Kestra Advisory Services, LLC$288K1
275STEPHENS INC /AR/$284K1
276Baker Avenue Asset Management, LP$282K1
277Meiji Yasuda Asset Management Co Ltd.$274K1
278Meeder Advisory Services, Inc.$270K1
279Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$270K1
280State of Wyoming$268K1
281BFSG, LLC$264K1
282Wedmont Private Capital$259K1
283TWO SIGMA SECURITIES, LLC$257K1
284Brevan Howard Capital Management LP$255K1
285Optas, LLC$253K1
286Pinnacle Wealth Planning Services, Inc.$248K1
287COLDSTREAM CAPITAL MANAGEMENT INC$247K1
288MIRABELLA FINANCIAL SERVICES LLP$244K1
289CWM, LLC$244K1
290CIBC Bancorp USA Inc.$240K1
291WESTPORT ASSET MANAGEMENT INC$239K1
292Pekin Hardy Strauss, Inc.$239K1
293Legacy Wealth Asset Management, LLC$237K1
294BNP Paribas Asset Management Holding S.A.$237K1
295NewEdge Advisors, LLC$237K1
296ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$237K1
297Laird Norton Wetherby Trust Company, LLC$235K1
298Lido Advisors, LLC$230K1
299NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$228K1
300Graetz Wealth LLC$227K1
301LOM Asset Management Ltd$221K1
302Werba Rubin Papier Wealth Management$221K1
303OPPENHEIMER & CO INC$215K1
304Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$211K1
305Allworth Financial LP$211K1
306Moors & Cabot, Inc.$206K1
307SIGNATUREFD, LLC$170K1
308Signature Equity Partners, LLC$145K1
309UMB Bank, n.a.$140K1
310Steward Partners Investment Advisory, LLC$129K1
311NOMURA ASSET MANAGEMENT CO LTD$112K1
312Caitong International Asset Management Co., Ltd$106K1
313Arax Advisory Partners$54.6K1
314Parkside Financial Bank & Trust$40.8K1
315Mitsubishi UFJ Asset Management Co., Ltd.$36.5K1
316Owl Creek Wealth Partners LLC$35.2K1
317SJS Investment Consulting Inc.$34.1K1
318Smartleaf Asset Management LLC$29.9K1
319MAI Capital Management$24.5K1
320Larson Financial Group LLC$22.4K1
321VAN ECK ASSOCIATES CORP$22.3K1
322CALDWELL SUTTER CAPITAL, INC.$21.3K1
323SMA Capital LLC$20.9K1
324ASSETMARK, INC$19.9K1
325CVA Family Office, LLC$18.7K1
326Private Wealth Management Group, LLC$15.5K1
327Treasurer of the State of North Carolina$14.5K1
328Salomon & Ludwin, LLC$13.3K1
329SouthState Bank Corp$13.0K1
330Murphy & Mullick Capital Management Corp$12.8K1
331TD Capital Management LLC$12.2K1
332Keating Financial Advisory Services, Inc.$11.5K1
333True Wealth Design, LLC$11.4K1
334MEEDER ASSET MANAGEMENT INC$11.3K1
335Clearstead Advisors, LLC$10.5K1
336FARMERS & MERCHANTS INVESTMENTS INC$10.1K1
337JFS WEALTH ADVISORS, LLC$9.4K1
338BROWN, LISLE/CUMMINGS, INC.$7.2K1
339MOTCO$7.2K1
340MV CAPITAL MANAGEMENT, INC.$6.9K1
341CANADA LIFE ASSURANCE Co$6.9K1
342Bell Investment Advisors, Inc$6.9K1
343THRIVENT FINANCIAL FOR LUTHERANS$6.7K1
344United Financial Planning Group LLC$6.6K1
345Sachetta, LLC$6.5K1
346NEW YORK STATE TEACHERS RETIREMENT SYSTEM$6.4K1
347Clearstead Trust, LLC$6.4K1
348AMALGAMATED BANK$5.6K1
349ALGERT GLOBAL LLC$5.3K1
350WPG Advisers, LLC$5.3K1
351Kemnay Advisory Services Inc.$4.7K1
352Sapience Investments, LLC$4.7K1
353PHILADELPHIA TRUST CO$4.5K1
354Spire Wealth Management$3.9K1
355MATHER GROUP, LLC.$3.9K1
356TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$3.7K1
357CNB Bank$3.4K1
358SHP Wealth Management$3.2K1
359Tradewinds Capital Management, LLC$3.2K1
360HERITAGE INVESTORS MANAGEMENT CORP$3.0K1
361ELEVATION WEALTH PARTNERS, LLC$3.0K1
362Activest Wealth Management$2.9K1
363Manchester Capital Management LLC$2.8K1
364S&CO INC$2.7K1
365IFM Investors Pty Ltd$2.6K1
366JPL Wealth Management, LLC$2.6K1
367DiNuzzo Private Wealth, Inc.$2.5K1
368Rialto Wealth Management, LLC$2.3K1
369NATIXIS ADVISORS, LLC$2.2K1
370KBC Group NV$2.2K1
371NBT BANK, N.A.$2.1K1
372Leonteq Securities AG$2.1K1
373Cromwell Holdings LLC$2.0K1
374Abound Wealth Management$1.8K1
375Scarborough Advisors, LLC$1.7K1
376Kingdom Financial Group LLC.$1.7K1
377Addison Advisors LLC$1.6K1
378HARBOR CAPITAL ADVISORS, INC.$1.6K1
379Jackson Creek Investment Advisors LLC$1.5K1
380JNBA Financial Advisors$1.5K1
381Grove Bank & Trust$1.4K1
382Kentucky Trust Co$1.3K1
383SBI Securities Co., Ltd.$1.3K1
384JONES FINANCIAL COMPANIES LLLP$1.3K1
385PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$1.2K1
386State of Alaska, Department of Revenue$1.2K1
387Vermillion Wealth Management, Inc.$1.0K1
388Dogwood Wealth Management LLC$1.0K1
389HFM Investment Advisors, LLC$9331
390Marquette Asset Management, LLC$7901
391Intentional Wealth Strategies, LLC$7901
392Quaker Wealth Management, LLC$7181
393American Capital Advisory, LLC$6711
394Physician Wealth Advisors, Inc.$6231
395TOTH FINANCIAL ADVISORY CORP$5511
396ALBION FINANCIAL GROUP /UT$4071
397Costello Asset Management, INC$4071
398Harvest Fund Management Co., Ltd$3831
399Claret Asset Management Corp$3831
400EVOLUTION WEALTH MANAGEMENT INC.$3831
401Atlantic Private Wealth, LLC$3591
402Nemes Rush Group LLC$2391
403TopTier Wealth Management, LLC$2391
404CENTAURUS FINANCIAL, INC.$1531
405GHP Investment Advisors, Inc.$1201
406Truvestments Capital LLC$1201
407Beaird Harris Wealth Management, LLC$1161
408NKCFO LLC$891
409Annis Gardner Whiting Capital Advisors, LLC$481
410Rakuten Securities, Inc.$481
411Avion Wealth$21
412Ally Financial Inc.$01
413CENTRAL TRUST Co$01
414Jefferies Financial Group Inc.$01
415VANGUARD GROUP INC$01
416GLENMEDE TRUST CO NA$01
417HARBOUR INVESTMENTS, INC.$01
418COMERICA BANK$01
419GROUP ONE TRADING LLC$01
420VIRGINIA RETIREMENT SYSTEMS ET Al$01
421DUNCKER STREETT & CO INC$01
422EASTERN BANK$01
423NOMURA HOLDINGS INC$01
424STEADFAST CAPITAL MANAGEMENT LP$01
425BALYASNY ASSET MANAGEMENT L.P.$01
426NATIXIS$01
427FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$01
428CIBC Private Wealth Group LLC$01
429Channing Capital Management, LLC$01
430Weiss Asset Management LP$01
431NORGES BANK$01
432PFM Health Sciences, LP$01
433EXCHANGE TRADED CONCEPTS, LLC$01
434SIMPLEX TRADING, LLC$01
435Uniplan Investment Counsel, Inc.$01
436Copeland Capital Management, LLC$01
437Bollard Group LLC$01
438Estate Counselors, LLC$01
439Battery Global Advisors, LLC$01
440Brookstone Capital Management$01
441ARMISTICE CAPITAL, LLC$01
442KOTLER KEVIN$01
443Bayesian Capital Management, LP$01
444Man Group plc$01
445Squarepoint Ops LLC$01
446Centiva Capital, LP$01
447Holocene Advisors, LP$01
448Global Trust Asset Management, LLC$01
449Steigerwald, Gordon & Koch Inc.$01
450CreativeOne Wealth, LLC$01
451Elo Mutual Pension Insurance Co$01
452AIGEN INVESTMENT MANAGEMENT, LP$01
453Global Retirement Partners, LLC$01
454TWINBEECH CAPITAL LP$01
455Woodline Partners LP$01
456CERTUITY, LLC$01
457Key FInancial Inc$01
458INCEPTIONR LLC$01
459XTX Topco Ltd$01
460AlphaQuest LLC$01
461Hedges Asset Management LLC$01
462Forum Financial Management, LP$01
463SageView Advisory Group, LLC$01
464Strengthening Families & Communities, LLC$01
465Dunhill Financial, LLC$01
466Turning Point Benefit Group, Inc.$01
467Wealth Watch Advisors, INC$01
468Wealth Enhancement Trust Services, Inc.$01
469OPTIMA CAPITAL LLC$01
470SHERMAN PORFOLIOS, LLC$01
Truncated by Public Filings. The published aggregate ranks the top 470 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)0 buy / 1 sell
Congress net ($ bound)−$15.0K to −$1.0K
Filers net (actions)not in build
Filers net ($ 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 ELAN

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for ELAN · financials and macro

Financials — as filed PLANNED

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