Public record / Tickers / ES

ES — EVERSOURCE ENERGY

Both disclosure regimes on one name: who in Congress filed about ES, 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
28
all PTR rows naming ES
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
10-10
filed 2025-10-10
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

Thomas MacArthur · $100K–$250K

Sale · traded 2015-07-06 → filed 2015-08-06. Ranked over every ES 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

4 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. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING ES · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ES
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-10Val T. Hoyle D–OR-4Sale · SP (spouse-owned)Traded 09-23 +17d$1K–$15K
2025-05-14Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 04-01 +43d$1K–$15K
2025-05-08Robert P. Bresnahan, Jr. R–PA-8PurchaseTraded 04-08 +30d$1K–$15K
2025-02-12Julie Johnson D–TX-32Purchase · JT (jointly owned)Traded 01-15 +28d$1K–$15K
2024-02-14Shelley Moore Capito R–WVSale · SP (spouse-owned)Traded 01-19 +26d$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 28 ↗

Members active in ES

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

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
1 Gotham Asset Management $5.4M held

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

Merged timeline of congressional filings and notable-manager moves on ES
DateWhoChangeSize
2026-05-15Soros Fund Management 13Fadd+1 sh
2026-05-15Gotham Asset Management 13Ftrim−132,658 sh
2026-05-14Caxton Associates 13Fnew+3,505 sh

3 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 ES for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.9B1
2STATE STREET CORP$2.0B1
3VANGUARD CAPITAL MANAGEMENT LLC$1.7B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$1.4B1
5FMR LLC$887M1
6GEODE CAPITAL MANAGEMENT, LLC$780M1
7VICTORY CAPITAL MANAGEMENT INC$507M1
8UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$453M1
9Magellan Asset Management Ltd$428M1
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC$408M1
11MORGAN STANLEY$408M1
12Invesco Ltd.$379M1
13Legal & General Group Plc$339M1
14Nuveen, LLC$320M1
15AQR CAPITAL MANAGEMENT LLC$269M1
16HSBC HOLDINGS PLC$253M1
17NORTHERN TRUST CORP$251M1
18Zimmer Partners, LP$232M1
19Bank of New York Mellon Corp$208M1
20ROYAL BANK OF CANADA$191M1
21ProShare Advisors LLC$167M1
22WELLINGTON MANAGEMENT GROUP LLP$165M1
23Amundi$159M1
24FRANKLIN RESOURCES INC$157M1
25AMERICAN CENTURY COMPANIES INC$152M1
26VANGUARD FIDUCIARY TRUST CO$146M1
27DIMENSIONAL FUND ADVISORS LP$145M1
28FIRST TRUST ADVISORS LP$132M1
29UBS Group AG$131M1
30BANK OF AMERICA CORP /DE/$110M1
31DEUTSCHE BANK AG\$105M1
32WELLS FARGO & COMPANY/MN$97.4M1
33Robeco Institutional Asset Management B.V.$91.0M1
34Empower Advisory Group, LLC$88.4M1
35Allianz Asset Management GmbH$79.0M1
36BARCLAYS PLC$78.6M1
37MACKENZIE FINANCIAL CORP$78.0M1
38Swiss National Bank$76.3M1
39SCHRODER INVESTMENT MANAGEMENT GROUP$71.6M1
40NORDEA INVESTMENT MANAGEMENT AB$70.3M1
41CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$68.6M1
42Man Group plc$66.0M1
43CANADA PENSION PLAN INVESTMENT BOARD$64.2M1
44Mitsubishi UFJ Asset Management Co., Ltd.$63.3M1
45Sumitomo Mitsui Trust Group, Inc.$62.5M1
46M&G Plc$60.8M1
47Aberdeen Group plc$57.7M1
48Vanguard Global Advisers, LLC$56.6M1
49Quantinno Capital Management LP$54.2M1
50MASSACHUSETTS FINANCIAL SERVICES CO /MA/$53.7M1
51MANUFACTURERS LIFE INSURANCE COMPANY, THE$51.4M1
52NOMURA ASSET MANAGEMENT CO LTD$50.8M1
53Vest Financial, LLC$50.3M1
54Swedbank AB$48.6M1
55National Pension Service$48.6M1
56VANGUARD ASSET MANAGEMENT, Ltd$48.5M1
57BNP Paribas Asset Management Holding S.A.$46.7M1
58COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$46.2M1
59NEW YORK STATE COMMON RETIREMENT FUND$44.9M1
60AVIVA PLC$43.2M1
61JUPITER ASSET MANAGEMENT LTD$38.6M1
62LAZARD ASSET MANAGEMENT LLC$37.7M1
63LPL Financial LLC$36.4M1
64HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$36.2M1
65Vontobel Holding Ltd.$34.9M1
66Retirement Systems of Alabama$32.6M1
67BANK OF MONTREAL /CAN/$32.2M1
68SEI INVESTMENTS CO$31.9M1
69Universal- Beteiligungs- und Servicegesellschaft mbH$31.2M1
70ALLIANCEBERNSTEIN L.P.$30.2M1
71STIFEL FINANCIAL CORP$29.8M1
72DUFF & PHELPS INVESTMENT MANAGEMENT CO$29.4M1
73PRINCIPAL FINANCIAL GROUP INC$29.2M1
74Swiss Life Asset Management Ltd$28.5M1
75Act Two Investors LLC$28.4M1
76ROYAL LONDON ASSET MANAGEMENT LTD$28.0M1
77Korea Investment CORP$27.9M1
78Connor, Clark & Lunn Investment Management Ltd.$27.8M1
79ALPS ADVISORS INC$26.7M1
80ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$26.4M1
81AE Wealth Management LLC$26.3M1
82CITIGROUP INC$26.1M1
83DANSKE BANK A/S$26.0M1
84HighTower Advisors, LLC$25.5M1
85Vanguard Investments Australia, Ltd.$25.4M1
86Maryland State Retirement & Pension System$24.7M1
87Focus Partners Wealth$24.3M1
88RAYMOND JAMES FINANCIAL INC$23.2M1
89ENVESTNET ASSET MANAGEMENT INC$22.7M1
90KLP KAPITALFORVALTNING AS$22.5M1
91AMERIPRISE FINANCIAL INC$22.1M1
92STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$21.8M1
93Zurcher Kantonalbank (Zurich Cantonalbank)$21.8M1
94WEDGE CAPITAL MANAGEMENT L L P/NC$21.6M1
95IEQ CAPITAL, LLC$21.1M1
96Aventail Capital Group, LP$20.5M1
97WORLDQUANT MILLENNIUM ADVISORS LLC$20.2M1
98BROOKFIELD Corp /ON/$19.6M1
99Cetera Investment Advisers$18.6M1
100STATE OF WISCONSIN INVESTMENT BOARD$18.1M1
101NFJ INVESTMENT GROUP, LLC$18.0M1
102MACQUARIE GROUP LTD$17.6M1
103AMF Tjanstepension AB$17.4M1
104Susquehanna Portfolio Strategies, LLC$17.4M1
105COMMONWEALTH EQUITY SERVICES, LLC$16.6M1
106Pictet Asset Management Holding SA$15.7M1
107Osmosis Investment Management UK Ltd$15.7M1
108Systematic Alpha Investments, LLC$15.7M1
109Mariner, LLC$15.5M1
110ING GROEP NV$15.3M1
111NATIONAL BANK OF CANADA /FI/$15.2M1
112Cerity Partners LLC$14.9M1
113MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$14.8M1
114Qube Research & Technologies Ltd$14.7M1
115TD ASSET MANAGEMENT INC$14.4M1
116PRUDENTIAL FINANCIAL INC$14.3M1
117ASR Vermogensbeheer N.V.$13.6M1
118JOHN G ULLMAN & ASSOCIATES INC$13.4M1
119CITADEL ADVISORS LLC$13.1M1
120VOYA INVESTMENT MANAGEMENT LLC$13.1M1
121Chevy Chase Trust Holdings, LLC$12.8M1
122PRUDENTIAL PLC$12.6M1
123Brookstone Capital Management$12.6M1
124U.S. Capital Wealth Advisors, LLC$12.4M1
125Wealthfront Advisers LLC$12.4M1
126Mitsubishi UFJ Trust & Banking Corp$12.3M1
127GUGGENHEIM CAPITAL LLC$12.2M1
128TEACHER RETIREMENT SYSTEM OF TEXAS$12.1M1
129Creative Planning$11.8M1
130Harvest Portfolios Group Inc.$11.4M1
131APG Asset Management N.V.$11.3M1
132CWM, LLC$11.0M1
133Asset Management One Co., Ltd.$11.0M1
134STOREBRAND ASSET MANAGEMENT AS$10.9M1
135ZWJ INVESTMENT COUNSEL INC$10.5M1
136Meiji Yasuda Asset Management Co Ltd.$10.4M1
137Arbejdsmarkedets Tillaegspension$10.4M1
138Resona Asset Management Co.,Ltd.$10.3M1
139Lansforsakringar Fondforvaltning AB (publ)$10.2M1
140Ethic Inc.$9.8M1
141Tredje AP-fonden$9.8M1
142WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$9.5M1
143Ensign Peak Advisors, Inc$9.4M1
144YOUSIF CAPITAL MANAGEMENT, LLC$9.2M1
145FIFTH THIRD BANCORP$8.9M1
146Eurizon Capital SGR S.p.A.$8.9M1
147State of New Jersey Common Pension Fund D$8.6M1
148MERCER GLOBAL ADVISORS INC /ADV$8.5M1
149FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$8.4M1
150TWINBEECH CAPITAL LP$8.4M1
151TORONTO DOMINION BANK$8.2M1
152Sanctuary Advisors, LLC$8.2M1
153RWC Asset Management LLP$7.9M1
154Federation des caisses Desjardins du Quebec$7.9M1
155Engineers Gate Manager LP$7.9M1
156PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$7.8M1
157IFM Investors Pty Ltd$7.6M1
158DnB Asset Management AS$7.6M1
159OFI INVEST ASSET MANAGEMENT$7.5M1
160STATE OF MICHIGAN RETIREMENT SYSTEM$7.4M1
161PUBLIC SECTOR PENSION INVESTMENT BOARD$7.4M1
162OSAIC HOLDINGS, INC.$7.3M1
163Soltis Investment Advisors LLC$7.3M1
164ASSETMARK, INC$7.2M1
165NATIXIS$7.1M1
166Czech National Bank$7.1M1
167Arizona State Retirement System$7.1M1
168DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$7.0M1
169Mirae Asset Global Investments Co., Ltd.$6.9M1
170O'SHAUGHNESSY ASSET MANAGEMENT, LLC$6.8M1
171CIBC Bancorp USA Inc.$6.8M1
172ABN AMRO INVESTMENT SOLUTIONS$6.7M1
173BANK OF NOVA SCOTIA$6.6M1
174Ausbil Investment Management Ltd$6.6M1
175Allspring Global Investments Holdings, LLC$6.6M1
176WESTPAC BANKING CORP$6.5M1
177CIBC Asset Management Inc$6.4M1
178Candriam S.C.A.$6.1M1
179MetLife Investment Management, LLC$6.1M1
180D. E. Shaw & Co., Inc.$6.0M1
181XPONANCE LLC$5.8M1
182Edgemoor Investment Advisors, Inc.$5.7M1
183Concurrent Investment Advisors, LLC$5.7M1
184Gotham Asset Management, LLC$5.4M1
185Corient Private Wealth LLC$5.4M1
186Elo Mutual Pension Insurance Co$5.4M1
187Generali Asset Management SPA SGR$5.3M1
188NISA INVESTMENT ADVISORS, LLC$5.3M1
189Y-Intercept (Hong Kong) Ltd$5.3M1
190Cresset Asset Management, LLC$5.2M1
1911834 INVESTMENT ADVISORS CO$5.1M1
192Woodline Partners LP$5.1M1
193MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$5.0M1
194Daiwa Securities Group Inc.$4.9M1
195STEPHENS INC /AR/$4.9M1
196LBP AM SA$4.8M1
197Illinois Municipal Retirement Fund$4.8M1
198Sumitomo Mitsui DS Asset Management Company, Ltd$4.7M1
199CREDIT AGRICOLE S A$4.7M1
200SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.6M1
201Castellan Group$4.6M1
202BURNEY CO/$4.6M1
203Vanguard Personalized Indexing Management, LLC$4.5M1
204Riverview Capital Advisers, LLC$4.5M1
205Investment Management Corp of Ontario$4.5M1
206Janus Henderson Group Ltd.$4.4M1
207Advisors Asset Management, Inc.$4.4M1
208Kinloch Capital, LLC$4.4M1
209Andra AP-fonden$4.3M1
210Utah Retirement Systems$4.2M1
211USS Investment Management Ltd$4.2M1
212COMMERCE BANK$4.2M1
213Morningstar Investment Management LLC$4.1M1
214Baird Financial Group, Inc.$4.1M1
215Plato Investment Management Ltd$4.0M1
216Tidal Investments LLC$3.9M1
217NEW YORK LIFE INVESTMENT MANAGEMENT LLC$3.9M1
218CWA Asset Management Group, LLC$3.8M1
219Legato Capital Management LLC$3.8M1
220Catherine Avery Investment Management LLC$3.8M1
221Rakuten Investment Management, Inc.$3.8M1
222Pathstone Holdings, LLC$3.8M1
223BFSG, LLC$3.8M1
224NEOS Investment Management LLC$3.7M1
225MILLENNIUM MANAGEMENT LLC$3.7M1
226BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.6M1
227AIA Group Ltd$3.6M1
228NISSAY ASSET MANAGEMENT CORP /JAPAN$3.5M1
229Empowered Funds, LLC$3.4M1
230ODDO BHF ASSET MANAGEMENT SAS$3.4M1
231CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$3.4M1
232PINNACLE ASSOCIATES LTD$3.4M1
233Siemens Fonds Invest GmbH$3.1M1
234NewEdge Advisors, LLC$3.1M1
235Vinva Investment Management Ltd$3.1M1
236Mirova US LLC$3.0M1
237OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.0M1
238Genus Capital Management Inc.$2.9M1
239UniSuper Management Pty Ltd$2.8M1
240Vennlight Capital Management, LP$2.8M1
241Kestra Advisory Services, LLC$2.8M1
242MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.8M1
243Inspire Advisors, LLC$2.8M1
244Atria Investments, Inc$2.7M1
245ALLIANZ SE$2.6M1
246OP Asset Management Ltd$2.6M1
247Arvest Bank Trust Division$2.6M1
248LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2.6M1
249Summit Trail Advisors, LLC$2.6M1
250MML INVESTORS SERVICES, LLC$2.6M1
251Edgestream Partners, L.P.$2.6M1
252B. Metzler seel. Sohn & Co. AG$2.6M1
253ProVise Management Group, LLC$2.6M1
254Avanza Fonder AB$2.6M1
255McKinley Carter Wealth Services, Inc.$2.5M1
256MEEDER ASSET MANAGEMENT INC$2.5M1
257US BANCORP \DE\$2.5M1
258NORTHCAPE WEALTH MANAGEMENT, LLC$2.4M1
259GLENMEDE TRUST CO NA$2.4M1
260JACOBS LEVY EQUITY MANAGEMENT, INC$2.4M1
261Patriot Financial Group Insurance Agency, LLC$2.4M1
262Moors & Cabot, Inc.$2.3M1
263CENTRAL VALLEY ADVISORS, LLC$2.3M1
264GREAT VALLEY ADVISOR GROUP, INC.$2.3M1
265Ascent Group, LLC$2.2M1
266DC Investments Management, LLC$2.1M1
267TD Waterhouse Canada Inc.$2.1M1
268Rafferty Asset Management, LLC$2.1M1
269INTECH INVESTMENT MANAGEMENT LLC$2.1M1
270Private Advisor Group, LLC$2.1M1
271Norinchukin Bank, The$2.0M1
272RENAISSANCE TECHNOLOGIES LLC$2.0M1
273EDMP, INC.$2.0M1
274Sequoia Financial Advisors, LLC$2.0M1
275BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2.0M1
276SHP Wealth Management$2.0M1
277ONTARIO TEACHERS PENSION PLAN BOARD$2.0M1
278TRUIST FINANCIAL CORP$2.0M1
279Leo Wealth, LLC$1.9M1
280&PARTNERS$1.9M1
281Leonteq Securities AG$1.9M1
282Merit Financial Group, LLC$1.9M1
283Stonebridge Financial Group, LLC$1.9M1
284Kintegral Advisory, LLC$1.9M1
285Dynamic Advisor Solutions LLC$1.9M1
286AG2R LA MONDIALE GESTION D'ACTIFS$1.8M1
287NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.8M1
288Convergence Investment Partners, LLC$1.8M1
289ARVEST INVESTMENTS, INC.$1.8M1
290Stratos Wealth Advisors, LLC$1.8M1
291Caprock Group, LLC$1.8M1
292BLAIR WILLIAM & CO/IL$1.7M1
293Savant Capital, LLC$1.7M1
294TWO SIGMA INVESTMENTS, LP$1.7M1
295EP Wealth Advisors, LLC$1.7M1
296D.A. DAVIDSON & CO.$1.7M1
297HB Wealth Management, LLC$1.6M1
298JB Capital LLC$1.6M1
299Capital Investment Advisors, LLC$1.6M1
300LEVIN CAPITAL STRATEGIES, L.P.$1.6M1
301Camelot Portfolios, LLC$1.6M1
302Metis Global Partners, LLC$1.6M1
303Howard Capital Management, LLC$1.6M1
304MIZUHO SECURITIES USA LLC$1.6M1
305M&T BANK CORP$1.6M1
306Holocene Advisors, LP$1.5M1
307Ellsworth Advisors, LLC$1.5M1
308JANE STREET GROUP, LLC$1.5M1
309Ironwood Investment Counsel, LLC$1.5M1
310HARTFORD INVESTMENT MANAGEMENT CO$1.5M1
311GeoWealth Management, LLC$1.5M1
312Lido Advisors, LLC$1.5M1
313Laird Norton Wetherby Trust Company, LLC$1.5M1
314Oak Thistle LLC$1.4M1
315Mystic Asset Management, Inc.$1.4M1
316Crossmark Global Holdings, Inc.$1.4M1
317Measured Wealth Private Client Group, LLC$1.4M1
318Essex Financial Services, Inc.$1.3M1
319INCEPTIONR LLC$1.3M1
320BRADLEY FOSTER & SARGENT INC/CT$1.3M1
321Assenagon Asset Management S.A.$1.3M1
322PFG Investments, LLC$1.3M1
323Principle Wealth Partners LLC$1.3M1
324Chicago Partners Investment Group LLC$1.2M1
325Leisure Capital Management$1.2M1
326BENJAMIN EDWARDS INC$1.2M1
327EASTERN BANK$1.2M1
328Brevan Howard Capital Management LP$1.2M1
329TOUNJIAN ADVISORY PARTNERS, LLC$1.2M1
330AlphaCore Capital LLC$1.2M1
331Focus Partners Advisor Solutions, LLC$1.2M1
332Magnetar Financial LLC$1.2M1
333UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.2M1
334Marks Group Wealth Management, Inc$1.1M1
335OMERS ADMINISTRATION Corp$1.1M1
336OPAL CAPITAL LLC$1.1M1
337Accurate Wealth Management, LLC$1.1M1
338Apollon Wealth Management, LLC$1.1M1
339Aaron Wealth Advisors LLC$1.1M1
340McKinney Capital Management, LLC$1.1M1
341GREAT OAK CAPITAL PARTNERS, LLC$1.1M1
342Odyssean, LLC$1.1M1
343San Luis Wealth Advisors LLC$1.1M1
344MUFG Securities EMEA plc$1.1M1
345ICON ADVISERS INC/CO$1.1M1
346Bull Harbor Capital LLC$1.1M1
347TOKIO MARINE ASSET MANAGEMENT CO LTD$1.1M1
348GREAT LAKES ADVISORS, LLC$1.0M1
349MASTERINVEST Kapitalanlage GmbH$1.0M1
350Inspire Investing, LLC$1.0M1
351SOROS FUND MANAGEMENT LLC$1.0M1
352Jain Global LLC$1.0M1
353Steward Partners Investment Advisory, LLC$1.0M1
354Presima Securities ULC$1000K1
355ALERUS FINANCIAL NA$987K1
356Hilton Head Capital Partners, LLC$981K1
357KESTRA PRIVATE WEALTH SERVICES, LLC$978K1
358Life Cycle Investment Partners Ltd$976K1
359Sterling Capital Management LLC$964K1
360Saudi Central Bank$959K1
361Prosperity Consulting Group, LLC$957K1
362BOS Asset Management, LLC$954K1
363TWIN CITY PRIVATE WEALTH, LLC$945K1
364ZACKS INVESTMENT MANAGEMENT$936K1
365Finivi Inc.$932K1
366Strategic Financial Planning, Inc.$926K1
367United Asset Strategies, Inc.$922K1
368Manske Wealth Management$916K1
369Penobscot Investment Management Company, Inc.$913K1
370WINCAP FINANCIAL LLC$907K1
371PRINCIPAL SECURITIES, INC.$894K1
372PROFUND ADVISORS LLC$887K1
373Vident Advisory, LLC$886K1
374Beacon Pointe Advisors, LLC$884K1
375J.W. COLE ADVISORS, INC.$883K1
376EXCHANGE TRADED CONCEPTS, LLC$876K1
377Allworth Financial LP$874K1
378Intrua Financial, LLC$858K1
379Rockefeller Capital Management L.P.$853K1
380Empirical Finance, LLC$835K1
381NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$832K1
382Hardman Johnston Global Advisors LLC$831K1
383Revisor Wealth Management LLC$829K1
384QUADRANT CAPITAL GROUP LLC$828K1
385Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$822K1
386NOMURA HOLDINGS INC$814K1
387SIGNATUREFD, LLC$813K1
388Dai-ichi Life Insurance Company, Ltd$810K1
389QRG CAPITAL MANAGEMENT, INC.$806K1
390Tower Research Capital LLC (TRC)$802K1
391NAVELLIER & ASSOCIATES INC$798K1
392Boston Common Asset Management, LLC$790K1
393Modern Wealth Management, LLC$785K1
394Vise Technologies, Inc.$768K1
395Bleakley Financial Group, LLC$759K1
396FLAGSHIP HARBOR ADVISORS, LLC$755K1
397North Dakota State Investment Board$744K1
398KEYBANK NATIONAL ASSOCIATION/OH$743K1
399OneDigital Investment Advisors LLC$741K1
400PANAGORA ASSET MANAGEMENT INC$738K1
401COLDSTREAM CAPITAL MANAGEMENT INC$728K1
402Centennial Wealth Advisory LLC$720K1
403MUFG SECURITIES AMERICAS INC.$719K1
404WBI INVESTMENTS, LLC$718K1
405Voleon Capital Management LP$714K1
406Elevated Capital Advisors, LLC$713K1
407Independent Advisor Alliance$707K1
408Lombard Odier Asset Management (Switzerland) SA$706K1
409SECURIAN ASSET MANAGEMENT, INC$699K1
410VISIONARY HORIZONS, LLC$696K1
411Squarepoint Ops LLC$691K1
412Freestone Grove Partners LP$687K1
413Csenge Advisory Group$685K1
414Farringdon Capital, Ltd.$676K1
415Claro Advisors Inc.$668K1
416WADDELL & ASSOCIATES, LLC$668K1
417Quadrature Capital Ltd$664K1
418BROWN ADVISORY INC$662K1
419OPPENHEIMER & CO INC$662K1
420Abel Hall, LLC$661K1
421BetterWealth, LLC$658K1
422EVERGREEN CAPITAL MANAGEMENT LLC$658K1
423NorthCrest Asset Manangement, LLC$655K1
424FIRST MANHATTAN CO. LLC.$651K1
425MONECO ADVISORS, LLC$651K1
426Live Oak Private Wealth LLC$642K1
427Trivium Point Advisory, LLC$642K1
428MAI Capital Management$641K1
429Baker Avenue Asset Management, LP$641K1
430TABLEAUX LLC$639K1
431Central Pacific Bank - Trust Division$633K1
432SEB Asset Management AB$631K1
433Mesirow Financial Investment Management, Inc.$626K1
434BOOTHBAY FUND MANAGEMENT, LLC$618K1
435DIVERSIFIED MANAGEMENT INC$617K1
436New England Capital Financial Advisors LLC$613K1
437ARMSTRONG ADVISORY GROUP, INC$613K1
438Finer Wealth Management, Inc.$612K1
439REGIONS FINANCIAL CORP$609K1
440Voya Financial Advisors, Inc.$607K1
441HUB Investment Partners, LLC$607K1
442Inscription Capital, LLC$606K1
443GREENLEAF TRUST$602K1
444Arax Advisory Partners$601K1
445FEDERATED HERMES, INC.$592K1
446Belpointe Asset Management LLC$591K1
447HOLDERNESS INVESTMENTS CO$590K1
448VISTA INVESTMENT PARTNERS LLC$588K1
449Global X Japan Co., Ltd.$583K1
450VestGen Advisors, LLC$583K1
451Ballentine Partners, LLC$583K1
452Orion Porfolio Solutions, LLC$583K1
453Gallagher Fiduciary Advisors, LLC$582K1
454Valmark Advisers, Inc.$580K1
455Bryant Woods Investment Advisors, LLC$579K1
456DAYMARK WEALTH PARTNERS, LLC$567K1
457Ameritas Advisory Services, LLC$564K1
458Hills Bank & Trust Co$562K1
459Baker Ellis Asset Management LLC$562K1
460MGO ONE SEVEN LLC$561K1
461Hilltop Holdings Inc.$555K1
462CHOREO, LLC$554K1
463MARTINGALE ASSET MANAGEMENT L P$550K1
464SILVER OAK SECURITIES, INCORPORATED$545K1
465Connecticut Wealth Management, LLC$541K1
466KCM INVESTMENT ADVISORS LLC$536K1
467KEYNOTE FINANCIAL SERVICES LLC$534K1
468CHATHAM CAPITAL GROUP, INC.$532K1
469Pallas Capital Advisors LLC$530K1
470Kera Capital Partners, Inc.$530K1
471EVOLVE PRIVATE WEALTH, LLC$528K1
472BAHL & GAYNOR INC$526K1
473CIBC WORLD MARKET INC.$523K1
474Brooklyn Investment Group$522K1
475Valley Brook Capital Group, Inc.$522K1
476World Investment Advisors$517K1
477Glenview Trust Co$516K1
478CenterStar Asset Management, LLC$515K1
479AlphaStar Capital Management, LLC$515K1
480SEEDS INVESTOR LLC$509K1
481CONTRAVISORY INVESTMENT MANAGEMENT, INC.$508K1
482Forvis Mazars Wealth Advisors, LLC$502K1
483Drucker Wealth 3.0, LLC$500K1
484CITIZENS FINANCIAL GROUP INC/RI$496K1
485SENTINEL PENSION ADVISORS, LLC$491K1
486Sachetta, LLC$488K1
487Parcion Private Wealth LLC$483K1
488Curi Capital, LLC$483K1
489Sivia Capital Partners, LLC$482K1
490TEMA ETFS LLC$481K1
491Krilogy Financial LLC$480K1
492ANCHOR CAPITAL ADVISORS LLC$462K1
493Old North State Wealth Management, LLC$460K1
494Synergy Asset Management, LLC$457K1
495Capula Management Ltd$455K1
496Avidian Wealth Enterprises, LLC$453K1
497BRASADA CAPITAL MANAGEMENT, LP$452K1
498Aprio Wealth Management, LLC$450K1
499Alchemi Wealth, LLC$439K1
500WELCH & FORBES LLC$436K1
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)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 ES

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for ES · financials and macro

Financials — as filed PLANNED

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