Public record / Tickers / EPD

EPD — ENTERPRISE PRODUCTS PARTNERS L.P.

Both disclosure regimes on one name: who in Congress filed about EPD, 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
76
all PTR rows naming EPD
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
04-15
filed 2026-04-15
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

Bill Flores · $250K–$500K

Sale · traded 2013-12-09 → filed 2014-01-07. Ranked over every EPD row by the provable lower bound, never a point estimate.

1 member · 1 buys / 0 sells

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

10 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 EPD · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning EPD
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-04-15August Pfluger R–TX-11PurchaseTraded 03-13 +33d$15K–$50K
2022-07-05Virginia Foxx R–NC-5Sale · JT (jointly owned)Traded 06-23 +12d$100K–$250K
2022-06-04Virginia Foxx R–NC-5Purchase · JT (jointly owned)Traded 05-13 +22d$1K–$15K
2022-03-07Virginia Foxx R–NC-5Purchase · JT (jointly owned)Traded 02-14 +21d$1K–$15K
2022-02-11Pete Sessions R–TX-17SaleTraded 01-18 +24d$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 76 ↗

Members active in EPD

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing EPD 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.
August Pfluger R–TX-111$15.0K to $50.0K2

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

Congress ↔ notable managers · EPD

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 · ENTERPRISE PRODS PARTNERS L

Merged timeline of congressional filings and notable-manager moves on EPD
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fnew+10,033 sh
2026-05-01Markel Group 13Fnew+202,000 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 EPD for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1ALPS ADVISORS INC$1.6B1
2Invesco Ltd.$1.0B1
3MORGAN STANLEY$811M1
4Blackstone Inc.$799M1
5Energy Income Partners, LLC$520M1
6KAYNE ANDERSON CAPITAL ADVISORS LP$493M1
7UBS Group AG$477M1
8MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$459M1
9BANK OF AMERICA CORP /DE/$446M1
10AMERICAN CENTURY COMPANIES INC$431M1
11CIBC Bancorp USA Inc.$329M1
12Ensign Peak Advisors, Inc$314M1
13FMR LLC$278M1
14BlackRock, Inc.$266M1
15BERKLEY W R CORP$258M1
16RAYMOND JAMES FINANCIAL INC$251M1
17WESTWOOD HOLDINGS GROUP INC$208M1
18FAIRHOLME CAPITAL MANAGEMENT LLC$206M1
19WELLS FARGO & COMPANY/MN$186M1
20Hamlin Capital Management, LLC$184M1
21PRINCIPAL FINANCIAL GROUP INC$162M1
22LPL Financial LLC$158M1
23STIFEL FINANCIAL CORP$154M1
24HighTower Advisors, LLC$146M1
25Paralel Advisors LLC$138M1
26EAGLE GLOBAL ADVISORS LLC$126M1
27ROYAL BANK OF CANADA$122M1
28Corient Private Wealth LLC$94.8M1
29Americana Partners, LLC$86.5M1
30U.S. Capital Wealth Advisors, LLC$86.2M1
31BARCLAYS PLC$81.3M1
32Rockefeller Capital Management L.P.$81.1M1
33Chicago Partners Investment Group LLC$78.0M1
34First Eagle Investment Management, LLC$73.5M1
35Texas Yale Capital Corp.$72.2M1
36Fractal Investments LLC$69.5M1
37DEUTSCHE BANK AG\$69.3M1
38CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$66.0M1
39Progeny 3, Inc.$63.7M1
40Recurrent Investment Advisors LLC$63.4M1
41DUFF & PHELPS INVESTMENT MANAGEMENT CO$59.0M1
42INFRASTRUCTURE CAPITAL ADVISORS, LLC$58.6M1
43OSAIC HOLDINGS, INC.$57.4M1
44BLAIR WILLIAM & CO/IL$55.0M1
45Mariner, LLC$51.9M1
46Oxbow Advisors, LLC$51.6M1
47Maryland State Retirement & Pension System$49.5M1
48Epoch Investment Partners, Inc.$47.5M1
49SailingStone Capital Partners LLC$42.8M1
50Northside Capital Management, LLC$42.7M1
51Cetera Investment Advisers$41.4M1
52COMMONWEALTH EQUITY SERVICES, LLC$41.2M1
53Fort Sheridan Advisors LLC$40.0M1
54ELEVATION POINT WEALTH PARTNERS, LLC$39.1M1
55LONGFELLOW INVESTMENT MANAGEMENT CO LLC$39.0M1
56Vestmark Advisory Solutions, Inc.$39.0M1
57Focus Partners Wealth$38.8M1
58Allianz Asset Management GmbH$38.0M1
59Auto-Owners Insurance Co$37.8M1
60Creative Planning$36.4M1
61EXCHANGE TRADED CONCEPTS, LLC$36.3M1
62Prospera Financial Services Inc$35.6M1
63COMMERCE BANK$34.1M1
64EVERGREEN CAPITAL MANAGEMENT LLC$33.2M1
65VORPAL, LLC$31.7M1
66WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$31.5M1
67CNA FINANCIAL CORP$31.2M1
68Beacon Pointe Advisors, LLC$30.4M1
69SANDERS MORRIS HARRIS LLC$30.4M1
70KDK Private Wealth Management, LLC$29.5M1
71JENNISON ASSOCIATES LLC$27.2M1
72Kestra Advisory Services, LLC$26.9M1
73US BANCORP \DE\$26.4M1
74CITIGROUP INC$25.8M1
75Kamunting Street Capital Management, L.P.$25.1M1
76ENVESTNET ASSET MANAGEMENT INC$24.4M1
77STEPHENS INC /AR/$23.9M1
78Cerity Partners LLC$23.9M1
79MAI Capital Management$23.8M1
80M&T BANK CORP$23.0M1
81Capital Investment Advisors, LLC$22.7M1
82JRM Investment Counsel, LLC$20.9M1
83INVESTMENT MANAGEMENT ASSOCIATES INC /ADV$20.4M1
84NEOS Investment Management LLC$20.4M1
85CHARLES SCHWAB INVESTMENT MANAGEMENT INC$20.3M1
86MARCO INVESTMENT MANAGEMENT LLC$20.0M1
87Waverly Advisors, LLC$19.8M1
88Sanctuary Advisors, LLC$19.7M1
89TRUIST FINANCIAL CORP$18.8M1
90Heronetta Management, L.P.$18.7M1
91D.A. DAVIDSON & CO.$18.0M1
92&PARTNERS$18.0M1
93Catalyst Capital Advisors LLC$17.7M1
94AlphaCore Capital LLC$17.3M1
95RR Advisors, LLC$17.1M1
96Mesirow Financial Investment Management, Inc.$16.2M1
97OPPENHEIMER & CO INC$16.1M1
98Turtle Creek Wealth Advisors, LLC$15.6M1
99TECTONIC ADVISORS LLC$15.3M1
100Moors & Cabot, Inc.$15.3M1
101Cresset Asset Management, LLC$15.2M1
102Private Advisor Group, LLC$15.1M1
103FIRST MANHATTAN CO. LLC.$15.0M1
104NewEdge Advisors, LLC$15.0M1
105NORTHERN TRUST CORP$14.7M1
106Fogel Capital Management, Inc.$14.7M1
107WP Advisors, LLC$14.4M1
108Fisher Funds Management LTD$13.6M1
109Empowered Funds, LLC$13.3M1
110Hurley Capital, LLC$13.3M1
111DAVENPORT & Co LLC$13.3M1
112PARSONS CAPITAL MANAGEMENT INC/RI$13.2M1
113DIVIDEND ASSETS CAPITAL, LLC$13.1M1
114MERCER GLOBAL ADVISORS INC /ADV$13.0M1
115Sovereign Investment Advisors, LLC$12.6M1
116GenTrust, LLC$12.6M1
117Pathstone Holdings, LLC$12.5M1
118Segment Wealth Management, LLC$12.2M1
119Seven Post Investment Office LP$11.5M1
120Steward Partners Investment Advisory, LLC$11.5M1
121Inscription Capital, LLC$11.2M1
122Edgemoor Investment Advisors, Inc.$11.1M1
123Pathway Financial Advisers, LLC$11.1M1
124Delta Investment Management, LLC$11.0M1
125HUB Investment Partners, LLC$10.5M1
126Linscomb Wealth, Inc.$10.4M1
127ALLIANCEBERNSTEIN L.P.$10.2M1
128NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$9.9M1
129FOUNDATIONS INVESTMENT ADVISORS, LLC$9.8M1
130ACCOUNT MANAGEMENT LLC$9.7M1
131Ellsworth Advisors, LLC$9.7M1
132Advisors Asset Management, Inc.$9.7M1
133AMERICAN FINANCIAL GROUP INC$9.6M1
134SALEM INVESTMENT COUNSELORS INC$9.6M1
135Jackson Hole Capital Partners, LLC$9.4M1
136Sound View Wealth Advisors Group, LLC$9.1M1
137Rothschild Capital Partners, LLC$8.8M1
138Choate Investment Advisors$8.8M1
139Renaissance Investment Group LLC$8.7M1
140Nitor Capital Management LLC$8.4M1
141Evercore Wealth Management, LLC$8.3M1
142WEXFORD CAPITAL LP$8.3M1
143Loudon Investment Management, LLC$8.2M1
144KING LUTHER CAPITAL MANAGEMENT CORP$8.2M1
145Gilman Hill Asset Management, LLC$8.2M1
146BROWN ADVISORY INC$8.0M1
147Mutual Advisors, LLC$7.8M1
148SHEETS SMITH WEALTH MANAGEMENT$7.6M1
149MARKEL GROUP INC.$7.6M1
150OUTFITTERS FINANCIAL LLC$7.6M1
151HSBC HOLDINGS PLC$7.5M1
152EP Wealth Advisors, LLC$7.5M1
153CHILTON CAPITAL MANAGEMENT LLC$7.5M1
154Snowden Capital Advisors LLC$7.5M1
155Knollwood Investment Advisory, LLC$7.5M1
156Lido Advisors, LLC$7.4M1
157Elgethun Capital Management$7.1M1
158CFM WEALTH PARTNERS LLC$7.0M1
159MONETA GROUP INVESTMENT ADVISORS LLC$6.9M1
160BALDWIN WEALTH PARTNERS LLC/MA$6.9M1
161Savant Capital, LLC$6.8M1
162Independent Advisor Alliance$6.5M1
163ArchPoint Investors$6.5M1
164FRANKLIN RESOURCES INC$6.5M1
165Pekin Hardy Strauss, Inc.$6.4M1
166INDEPENDENT FINANCIAL GROUP, LLC$6.4M1
167CHILDRESS CAPITAL ADVISORS, LLC$6.3M1
168CWM, LLC$6.0M1
169Hollow Brook Wealth Management LLC$5.9M1
170Meixler Investment Management, Ltd.$5.9M1
171EVOLVE PRIVATE WEALTH, LLC$5.8M1
172Hilltop Holdings Inc.$5.8M1
173TORONTO DOMINION BANK$5.7M1
174HB Wealth Management, LLC$5.7M1
175PRIVATE MANAGEMENT GROUP INC$5.7M1
176Equitable Holdings, Inc.$5.7M1
177FIRST FOUNDATION ADVISORS$5.7M1
178Concurrent Investment Advisors, LLC$5.6M1
179PFG Investments, LLC$5.6M1
180CHOREO, LLC$5.6M1
181Summit Financial, LLC$5.6M1
182CAPITAL ADVISORS INC/OK$5.6M1
183Hardman Johnston Global Advisors LLC$5.5M1
184Stratos Wealth Partners, LTD.$5.4M1
185EPACRIA CAPITAL PARTNERS, LLC$5.3M1
186Quantinno Capital Management LP$5.3M1
187Haverford Trust Co$5.1M1
188R.H. Investment Group, LLC$5.1M1
189F/m Investments LLC$5.1M1
190HOWARD FINANCIAL SERVICES, LTD.$5.1M1
191Shoker Investment Counsel, Inc.$5.0M1
192SAPIENT CAPITAL LLC$4.9M1
193Pinnacle Financial Partners, Inc.$4.7M1
194KKM Financial LLC$4.7M1
195LEVEL FOUR ADVISORY SERVICES, LLC$4.7M1
196JFS WEALTH ADVISORS, LLC$4.7M1
197Apollon Wealth Management, LLC$4.6M1
198MONECO ADVISORS, LLC$4.6M1
199ProShare Advisors LLC$4.5M1
200Cercano Management LLC$4.5M1
201Cherokee Insurance Co$4.5M1
202Private Wealth Partners, LLC$4.5M1
203WOODMONT INVESTMENT COUNSEL LLC$4.5M1
204Legacy Advisors, LLC$4.5M1
205Curi Capital, LLC$4.4M1
206HORIZON KINETICS ASSET MANAGEMENT LLC$4.3M1
207ProVise Management Group, LLC$4.3M1
208Allworth Financial LP$4.3M1
209XML Financial, LLC$4.3M1
210Calamos Advisors LLC$4.2M1
211FLC Capital Advisors$4.2M1
212DAYMARK WEALTH PARTNERS, LLC$4.2M1
213WCG Wealth Advisors LLC$4.2M1
214INTEGRITY ALLIANCE, LLC.$4.1M1
215KESTRA PRIVATE WEALTH SERVICES, LLC$4.1M1
216Certified Advisory Corp$4.1M1
217Pasadena Private Wealth, LLC$4.1M1
218Clear Trail Advisors, LLC$4.1M1
219ARS Investment Partners, LLC$4.0M1
220Joel Isaacson & Co., LLC$4.0M1
221DOLIVER ADVISORS, LP$3.9M1
222Lavaca Capital LLC$3.9M1
223BFSG, LLC$3.8M1
224Hilton Capital Management, LLC$3.8M1
225Greenline Partners, LLC$3.8M1
226Belpointe Asset Management LLC$3.8M1
227Wealthcare Advisory Partners LLC$3.6M1
228RWA WEALTH PARTNERS, LLC$3.6M1
229Perigon Wealth Management, LLC$3.6M1
230Teamwork Financial Advisors, LLC$3.6M1
231EXENCIAL WEALTH ADVISORS, LLC$3.6M1
232TRITONPOINT WEALTH, LLC$3.6M1
233Kercheville Advisors, LLC$3.5M1
234Corps Capital Advisors, LLC$3.5M1
235PINNACLE ASSOCIATES LTD$3.5M1
236Verity & Verity, LLC$3.5M1
237UNITED CAPITAL FINANCIAL ADVISORS, LLC$3.5M1
238Clearstead Advisors, LLC$3.5M1
239Susquehanna Portfolio Strategies, LLC$3.5M1
240Trinity Legacy Partners, LLC$3.4M1
241FIRST TRUST ADVISORS LP$3.4M1
242Procyon Advisors, LLC$3.4M1
243Wilmington Savings Fund Society, FSB$3.3M1
244ING GROEP NV$3.3M1
245OSTERWEIS CAPITAL MANAGEMENT INC$3.3M1
246GREAT VALLEY ADVISOR GROUP, INC.$3.3M1
247FLAGSHIP HARBOR ADVISORS, LLC$3.3M1
248MITCHELL MCLEOD PUGH & WILLIAMS INC$3.2M1
249OPPENHEIMER ASSET MANAGEMENT INC.$3.2M1
250FIDELIS CAPITAL PARTNERS, LLC$3.2M1
251Kovack Advisors, Inc.$3.2M1
252KEYBANK NATIONAL ASSOCIATION/OH$3.1M1
253REGIONS FINANCIAL CORP$3.1M1
254SHRIER WEALTH MANAGEMENT, LLC$3.1M1
255MML INVESTORS SERVICES, LLC$3.1M1
256Blue Trust, Inc.$3.1M1
257World Investment Advisors$3.1M1
258Applied Capital LLC/FL$3.1M1
259McAlvany Wealth Management LLC$3.1M1
260MGO ONE SEVEN LLC$3.0M1
261CASTLEARK MANAGEMENT LLC$3.0M1
262O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.0M1
263TD Waterhouse Canada Inc.$3.0M1
264Samalin Investment Counsel, LLC$3.0M1
265CENTRAL VALLEY ADVISORS, LLC$3.0M1
266Sowell Financial Services LLC$2.9M1
267Nuveen, LLC$2.9M1
268COWA, LLC$2.9M1
269FIDUCIENT ADVISORS LLC$2.8M1
270Evanson Asset Management, LLC$2.8M1
271CHATHAM CAPITAL GROUP, INC.$2.8M1
272Baer Investment Advisory LLC$2.7M1
273Avidian Wealth Enterprises, LLC$2.7M1
274Caprock Group, LLC$2.7M1
275SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.7M1
276One Charles Private Wealth Services, LLC$2.7M1
277United Advisor Group, LLC$2.6M1
278Aptus Capital Advisors, LLC$2.6M1
279RS CRUM INC.$2.6M1
280VestGen Advisors, LLC$2.6M1
281HUNTINGTON NATIONAL BANK$2.6M1
282Keeler Thomas Management LLC$2.6M1
283Cornerstone Select Advisors, LLC$2.5M1
284C2C Wealth Management, LLC$2.5M1
285GP Brinson Investments LLC$2.5M1
286Sequoia Financial Advisors, LLC$2.5M1
287SEI INVESTMENTS CO$2.5M1
288Charles Schwab Trust Co$2.5M1
289PALISADE CAPITAL MANAGEMENT, LP$2.5M1
290Merit Financial Group, LLC$2.5M1
291Dynamic Advisor Solutions LLC$2.4M1
292B. Riley Wealth Advisors, Inc.$2.4M1
293Cannell & Spears LLC$2.4M1
294Magnus Financial Group LLC$2.4M1
295Optimist Retirement Group LLC$2.4M1
296Visionary Wealth Advisors$2.4M1
297Jefferies Financial Group Inc.$2.4M1
298Silverberg Bernstein Capital Management LLC$2.4M1
299L. Roy Papp & Associates, LLP$2.3M1
300Intrua Financial, LLC$2.3M1
301SCS Capital Management LLC$2.3M1
302TCFG WEALTH MANAGEMENT, LLC$2.3M1
303TCFG Investment Advisors, LLC$2.3M1
304Tidal Investments LLC$2.3M1
305Morey & Quinn Wealth Partners, LLC$2.3M1
306PROMETHIUM ADVISORS,LLC$2.2M1
307EDMP, INC.$2.2M1
308IEQ CAPITAL, LLC$2.2M1
309OpenArc Corporate Advisory, LLC$2.2M1
310Lifetime Wealth Management P.C.$2.2M1
311Robertson Stephens Wealth Management, LLC$2.2M1
312UMB Bank, n.a.$2.1M1
313Capital Investment Advisory Services, LLC$2.1M1
314Northstar Advisory Group, LLC$2.1M1
315Ausdal Financial Partners, Inc.$2.1M1
316Geneos Wealth Management Inc.$2.1M1
317Inspire Advisors, LLC$2.1M1
318CHIRON CAPITAL MANAGEMENT, LLC$2.1M1
319Quadrant Private Wealth Management, LLC$2.1M1
320Summit Trail Advisors, LLC$2.1M1
321NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$2.1M1
322HARRELL INVESTMENT PARTNERS, LLC$2.0M1
323Red Door Wealth Management, LLC$2.0M1
324Covenant Asset Management, LLC$2.0M1
325Patten Group, Inc.$2.0M1
326GFS Advisors, LLC$2.0M1
327180 WEALTH ADVISORS, LLC$2.0M1
328Lee Financial Co$2.0M1
329Argyle Capital Partners, LLC$2.0M1
330BANK OF MONTREAL /CAN/$1.9M1
331ELCO Management Co., LLC$1.9M1
332Paragon Advisors, LLC$1.9M1
333Cornerstone Advisory, LLC$1.9M1
334Parkside Financial Bank & Trust$1.9M1
335Samjo Management, LLC$1.9M1
336American Assets Investment Management, LLC$1.9M1
337Fund Advisors of America Inc/FL$1.9M1
338JB Capital LLC$1.9M1
339Plan Group Financial, LLC$1.8M1
340Uptown Financial Advisors LLC$1.8M1
341Signal Advisors Wealth, LLC$1.8M1
342Objectivity Squared, LLC$1.8M1
343JOHNSON INVESTMENT COUNSEL INC$1.8M1
344CMH Wealth Management LLC$1.8M1
345E&G Advisors, LLC$1.8M1
346Quantum Private Wealth, LLC$1.8M1
347MOODY NATIONAL BANK TRUST DIVISION$1.8M1
348Addison Capital Co$1.8M1
349Clarus Group, Inc.$1.7M1
350CAPITAL CITY TRUST CO/FL$1.7M1
351RITHOLTZ WEALTH MANAGEMENT$1.7M1
352Oliver Luxxe Assets LLC$1.7M1
353FIRST NATIONAL BANK OF OMAHA$1.7M1
354LMCG INVESTMENTS, LLC$1.7M1
355Wealthspire Advisors, LLC$1.7M1
356Kingsview Wealth Management, LLC$1.7M1
357Obermeyer Wealth Partners$1.7M1
358AE Wealth Management LLC$1.7M1
359OneDigital Investment Advisors LLC$1.7M1
360ORLEANS CAPITAL MANAGEMENT CORP/LA$1.7M1
361FSM Wealth Advisors, LLC$1.7M1
362Axiom Investment Management LLC$1.7M1
363Destiny Wealth Partners, LLC$1.6M1
364PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV$1.6M1
365WealthTrust Axiom LLC$1.6M1
366GILPIN WEALTH MANAGEMENT, LLC$1.6M1
367Forum Financial Management, LP$1.6M1
368Orion Investment Co$1.6M1
369Windsor Advisory Group, LLC$1.6M1
370MCGUIRE CAPITAL ADVISORS INC$1.6M1
371Cresta Advisors, Ltd.$1.6M1
372Integrated Advisors Network LLC$1.6M1
373Tyche Wealth Partners LLC$1.6M1
374Ascentis Independent Advisors$1.6M1
375CMG Global Holdings, LLC$1.6M1
376Silver Lake Advisory, LLC$1.5M1
377MADDEN SECURITIES Corp$1.5M1
378Platform Technology Partners$1.5M1
379Meridian Wealth Advisors, LLC$1.5M1
380MILESTONE ASSET MANAGEMENT, LLC$1.5M1
381Texas Capital Bank Wealth Management Services Inc$1.5M1
382JAMISON PRIVATE WEALTH MANAGEMENT, INC.$1.5M1
383Aster Capital Management (DIFC) Ltd$1.5M1
384Galvin, Gaustad & Stein, LLC$1.5M1
385NewEdge Wealth, LLC$1.5M1
386Apella Capital, LLC$1.5M1
387Glenview Trust Co$1.5M1
388MOSELEY INVESTMENT MANAGEMENT INC$1.5M1
389Round Rock Advisors LLC$1.5M1
390Eaton Financial Holdings Company, LLC$1.5M1
391CORDA Investment Management, LLC.$1.5M1
392Overbrook Management Corp$1.4M1
393Diversified Trust Co$1.4M1
394INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4M1
395Bryn Mawr Trust Advisors, LLC$1.4M1
396HM PAYSON & CO$1.4M1
397TRED AVON FAMILY WEALTH, LLC$1.4M1
398Karras Company, Inc.$1.4M1
399Essex Financial Services, Inc.$1.4M1
400Focus Partners Advisor Solutions, LLC$1.4M1
401SIMON QUICK ADVISORS, LLC$1.4M1
402QUADRANT CAPITAL GROUP LLC$1.4M1
403Fiduciary Group, LLC$1.4M1
404SeaBridge Investment Advisors LLC$1.3M1
405StoneX Group Inc.$1.3M1
406Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$1.3M1
407Matthew Goff Investment Advisor, LLC$1.3M1
408Mayflower Financial Advisors, LLC$1.3M1
409Sigma Planning Corp$1.3M1
410McAdam, LLC$1.3M1
411Quad-Cities Investment Group, LLC$1.3M1
412Avantax Planning Partners, Inc.$1.3M1
413Canal Capital Management, LLC$1.3M1
414NorthRock Partners, LLC$1.3M1
415FIDUCIARY TRUST CO$1.3M1
416Crumly & Associates Inc.$1.3M1
417NICOLET BANKSHARES INC$1.3M1
418WHITENER CAPITAL MANAGEMENT, INC.$1.3M1
419VICTORY FINANCIAL GROUP, LLC$1.3M1
420Providence Capital Advisors, LLC$1.3M1
421Bleakley Financial Group, LLC$1.3M1
422Aull & Monroe Investment Management Corp$1.2M1
423Claro Advisors Inc.$1.2M1
424CWA Asset Management Group, LLC$1.2M1
425Ranch Capital Advisors Inc.$1.2M1
426MISSION WEALTH MANAGEMENT, LP$1.2M1
427TOCQUEVILLE ASSET MANAGEMENT L.P.$1.2M1
428GRIFFIN ASSET MANAGEMENT, INC.$1.2M1
429Stablepoint Partners, LLC$1.2M1
430Almanack Investment Partners, LLC.$1.2M1
431Frisch Financial Group, Inc.$1.2M1
432GUGGENHEIM CAPITAL LLC$1.2M1
433Stockman Wealth Management, Inc.$1.2M1
434Founders Capital Management$1.2M1
435Asset Dedication, LLC$1.2M1
436Blue Owl Capital Holdings LP$1.2M1
437Requisite Capital Management, LLC$1.2M1
438Chicago Capital, LLC$1.2M1
439Hartford Financial Management Inc.$1.2M1
440BENJAMIN EDWARDS INC$1.2M1
441Hilltop National Bank$1.2M1
442MCF Advisors LLC$1.2M1
443NATIXIS$1.2M1
444VISTA INVESTMENT PARTNERS LLC$1.2M1
445CENTRAL TRUST Co$1.2M1
446Leo Wealth, LLC$1.2M1
447CITIZENS FINANCIAL GROUP INC/RI$1.1M1
448HFG Advisors, Inc.$1.1M1
449Cornerstone Wealth Management, LLC$1.1M1
450Stokes Family Office, LLC$1.1M1
451ANGELES WEALTH MANAGEMENT, LLC$1.1M1
452Advisor OS, LLC$1.1M1
453Leisure Capital Management$1.1M1
454Arax Advisory Partners$1.1M1
455Cyndeo Wealth Partners, LLC$1.1M1
456MSH Capital Advisors LLC$1.1M1
457WELCH & FORBES LLC$1.1M1
458Rockwood Wealth Management, LLC$1.1M1
459MATHER GROUP, LLC.$1.1M1
460AMI INVESTMENT MANAGEMENT INC$1.1M1
461SeaCrest Wealth Management, LLC$1.1M1
462Larson Financial Group LLC$1.1M1
463NAPLES GLOBAL ADVISORS, LLC$1.1M1
464TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC$1.1M1
465South Street Advisors LLC$1.1M1
466Northern Financial Advisors Inc$1.1M1
467GRANVILLE CAPITAL, INC.$1.1M1
468SEARLE & CO.$1.1M1
469Carnegie Investment Counsel$1.1M1
470Smart Money Group LLC$1.0M1
471Vanguard Personalized Indexing Management, LLC$1.0M1
472Curated Wealth Partners LLC$1.0M1
473Venture Visionary Partners LLC$1.0M1
474WATERS PARKERSON & CO., LLC$1.0M1
475Mill Creek Capital Advisors, LLC$1.0M1
476Bridgewater Advisors Inc.$1.0M1
477UHLMANN PRICE SECURITIES, LLC$1.0M1
478Brookstone Capital Management$1.0M1
479Advisor Resource Council$1.0M1
480Pine Valley Investments Ltd Liability Co$1.0M1
481Rehmann Capital Advisory Group$1.0M1
482JBR Co Financial Management Inc$1.0M1
483CITADEL ADVISORS LLC$1.0M1
484Spire Wealth Management$1.0M1
485DELTA FINANCIAL ADVISORS LLC$1.0M1
486CRAWFORD INVESTMENT COUNSEL INC$1.0M1
487BIP Wealth, LLC$1.0M1
488Hardy Reed LLC$1.0M1
489Sage Investment Counsel LLC$996K1
490Apollon Financial, LLC$994K1
491HANCOCK WHITNEY CORP$990K1
492Sargent Investment Group, LLC$988K1
493Atria Investments, Inc$987K1
494Manske Wealth Management$984K1
495ZEGA Investments, LLC$974K1
496TWO SIGMA SECURITIES, LLC$970K1
497Lakewood Asset Management LLC$970K1
498SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$969K1
499Tactive Advisors, LLC$961K1
500LAVELLE CAPITAL LP$960K1
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 / 0 sell
Congress net ($ bound)$15.0K to $50.0K
Filers net (actions)not in build
Filers net ($ 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 EPD

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for EPD · financials and macro

Financials — as filed PLANNED

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