Public record / Tickers / ESI

ESI — Element Solutions Inc

Both disclosure regimes on one name: who in Congress filed about ESI, 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
12
all PTR rows naming ESI
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
12-29
filed 2022-12-29
13F holders
402
top-402 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

Greg Gianforte · $15.0K–$50.0K

Purchase · traded 2020-06-23 → filed 2020-07-01. Ranked over every ESI row by the provable lower bound, never a point estimate.

No member disclosed ESI in the trailing 12 months

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

Every row filed inside 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

No dated ESI rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING ESI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ESI
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2022-12-29Susie Lee D–NV-3Sale · JT (jointly owned)Traded 11-30 +29d$1K–$15K
2021-10-12Susie Lee D–NV-3Purchase · JT (jointly owned)Traded 09-24 +18d$1K–$15K
2020-07-01Greg Gianforte R–MT-ALPurchase · JT (jointly owned)Traded 06-23 +8d$15K–$50K
2020-04-14Greg Gianforte R–MT-ALPurchase · JT (jointly owned)Traded 04-03 +11d$1K–$15K
2020-04-14Greg Gianforte R–MT-ALPurchase · JT (jointly owned)Traded 04-03 +11d$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 12 ↗

Members active in ESI

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

No member disclosed ESI in the trailing 12 months.

Congress ↔ notable managers · ESI

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

Adding
1 Gotham Asset Management $44.5M held

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

Merged timeline of congressional filings and notable-manager moves on ESI
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+241,904 sh
2026-05-15Glenview Capital 13Ftrim−1,205,204 sh
2026-05-15Bridgewater Associates 13Ftrim−52,186 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

Top institutional holders of ESI for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$930M1
2FMR LLC$706M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$466M1
4VANGUARD CAPITAL MANAGEMENT LLC$366M1
5Invesco Ltd.$307M1
6DIMENSIONAL FUND ADVISORS LP$289M1
7FIL Ltd$276M1
8STATE STREET CORP$249M1
9GEODE CAPITAL MANAGEMENT, LLC$178M1
10LOCUST WOOD CAPITAL ADVISERS, LLC$151M1
11ALLIANCEBERNSTEIN L.P.$126M1
12Capital World Investors$124M1
13MASSACHUSETTS FINANCIAL SERVICES CO /MA/$107M1
14SCOPUS ASSET MANAGEMENT, L.P.$106M1
15Gates Capital Management, Inc.$104M1
16JENNISON ASSOCIATES LLC$102M1
17AMERICAN CENTURY COMPANIES INC$98.7M1
18Bank of New York Mellon Corp$90.5M1
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC$90.3M1
20NEW SOUTH CAPITAL MANAGEMENT INC$82.7M1
21WELLINGTON MANAGEMENT GROUP LLP$80.0M1
22FIRST TRUST ADVISORS LP$75.8M1
23Point72 Asset Management, L.P.$69.5M1
24ROYCE & ASSOCIATES LP$67.1M1
25MORGAN STANLEY$65.7M1
26NORTHERN TRUST CORP$61.7M1
27Clearbridge Investments, LLC$60.1M1
28GLENVIEW CAPITAL MANAGEMENT, LLC$55.6M1
29VOYA INVESTMENT MANAGEMENT LLC$52.7M1
30VICTORY CAPITAL MANAGEMENT INC$49.2M1
31VANGUARD FIDUCIARY TRUST CO$48.6M1
32Quantinno Capital Management LP$47.3M1
33Gotham Asset Management, LLC$44.5M1
34UBS Group AG$43.1M1
35RAYMOND JAMES FINANCIAL INC$42.6M1
36Holocene Advisors, LP$40.4M1
37EVENTIDE ASSET MANAGEMENT, LLC$39.8M1
38AMERIPRISE FINANCIAL INC$38.1M1
39PRINCIPAL FINANCIAL GROUP INC$37.6M1
40Boston Partners$37.5M1
41LONDON CO OF VIRGINIA$35.9M1
42PUBLIC SECTOR PENSION INVESTMENT BOARD$33.0M1
43ENVESTNET ASSET MANAGEMENT INC$30.4M1
44BANK OF AMERICA CORP /DE/$30.1M1
45AQR CAPITAL MANAGEMENT LLC$28.1M1
46Troluce Capital Advisors LLC$27.7M1
47SEI INVESTMENTS CO$27.4M1
48Nuveen, LLC$23.7M1
49UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$22.8M1
50SCHRODER INVESTMENT MANAGEMENT GROUP$22.7M1
51Beck Bode, LLC$20.0M1
52WCM INVESTMENT MANAGEMENT, LLC$19.3M1
53STATE OF WISCONSIN INVESTMENT BOARD$18.4M1
54Legal & General Group Plc$18.1M1
55Clark Capital Management Group, Inc.$18.1M1
56RHUMBLINE ADVISERS$18.0M1
57PEREGRINE CAPITAL MANAGEMENT LLC$17.9M1
58MILLENNIUM MANAGEMENT LLC$17.6M1
59CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$17.1M1
60FENIMORE ASSET MANAGEMENT INC$16.0M1
61Swiss National Bank$15.5M1
62Corient Private Wealth LLC$13.7M1
63BARROW HANLEY MEWHINNEY & STRAUSS LLC$13.6M1
64Allspring Global Investments Holdings, LLC$13.1M1
65DDD Partners, LLC$12.4M1
66Ceredex Value Advisors LLC$12.4M1
67NEW YORK STATE COMMON RETIREMENT FUND$11.2M1
68MOODY ALDRICH PARTNERS LLC$9.5M1
69CASTLEARK MANAGEMENT LLC$9.4M1
70PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$8.7M1
71Jain Global LLC$8.6M1
72IRIDIAN ASSET MANAGEMENT LLC/CT$8.1M1
73GUGGENHEIM CAPITAL LLC$7.8M1
74Portolan Capital Management, LLC$7.6M1
75STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$7.3M1
76Granite Investment Partners, LLC$7.2M1
77VANGUARD ASSET MANAGEMENT, Ltd$7.1M1
78Swedbank AB$6.9M1
79Blue Zone Wealth Advisors, LLC$6.3M1
80Universal- Beteiligungs- und Servicegesellschaft mbH$5.9M1
81Oliver Luxxe Assets LLC$5.8M1
82TD ASSET MANAGEMENT INC$5.8M1
83NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$5.7M1
84Atom Investors LP$5.6M1
85Dana Investment Advisors, Inc.$5.4M1
86WELLS FARGO & COMPANY/MN$5.4M1
87HOMESTEAD ADVISERS CORP$5.3M1
88Bridgewater Associates, LP$5.3M1
89Squarepoint Ops LLC$5.1M1
90SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.9M1
91Vest Financial, LLC$4.8M1
92ARGENT CAPITAL MANAGEMENT LLC$4.8M1
93Creative Planning$4.7M1
94Cerity Partners LLC$4.5M1
95ROYAL BANK OF CANADA$4.5M1
96Amundi$4.4M1
97Candelo Capital Management LP$4.3M1
98LPL Financial LLC$4.3M1
99Illinois Municipal Retirement Fund$4.3M1
100Meiji Yasuda Asset Management Co Ltd.$4.1M1
101STIFEL FINANCIAL CORP$4.1M1
102Rokos Capital Management LLP$3.9M1
103Phocas Financial Corp.$3.6M1
104Ruffer LLP$3.6M1
105Intrinsic Edge Capital Management LLC$3.5M1
106MML INVESTORS SERVICES, LLC$3.5M1
107Janus Henderson Group Ltd.$3.4M1
108JOHNSON INVESTMENT COUNSEL INC$3.3M1
109Zurcher Kantonalbank (Zurich Cantonalbank)$3.2M1
110CITADEL ADVISORS LLC$3.2M1
111Vanguard Global Advisers, LLC$3.2M1
112CREDIT AGRICOLE S A$3.1M1
113State of New Jersey Common Pension Fund D$2.9M1
114PEAK FINANCIAL ADVISORS LLC$2.7M1
115CIBC Bancorp USA Inc.$2.6M1
116Hudson Bay Capital Management LP$2.4M1
117Orion Porfolio Solutions, LLC$2.4M1
118FIFTH THIRD BANCORP$2.3M1
119BOOTHBAY FUND MANAGEMENT, LLC$2.2M1
120Summit Trail Advisors, LLC$2.2M1
121Arizona State Retirement System$2.2M1
122YOUSIF CAPITAL MANAGEMENT, LLC$2.1M1
123Pinnacle Financial Partners, Inc.$2.1M1
124EQUITABLE TRUST CO$2.0M1
125Vanguard Investments Australia, Ltd.$2.0M1
126OPPENHEIMER ASSET MANAGEMENT INC.$2.0M1
127First Eagle Investment Management, LLC$1.9M1
128COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.9M1
129Man Group plc$1.9M1
130TRUIST FINANCIAL CORP$1.9M1
131RBF Capital, LLC$1.9M1
132Caprock Group, LLC$1.8M1
133OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.8M1
134MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.8M1
135KLP KAPITALFORVALTNING AS$1.7M1
136Empowered Funds, LLC$1.7M1
137K2 PRINCIPAL FUND, L.P.$1.7M1
138GLENMEDE TRUST CO NA$1.7M1
139TEACHER RETIREMENT SYSTEM OF TEXAS$1.6M1
140Focus Partners Wealth$1.6M1
141Meiji Yasuda Life Insurance Co$1.5M1
142CITIGROUP INC$1.5M1
143Maryland State Retirement & Pension System$1.5M1
144MAVERICK CAPITAL LTD$1.5M1
145COOKSON PEIRCE & CO INC$1.5M1
146Oak Thistle LLC$1.5M1
147ADVISORY RESEARCH INC$1.4M1
148Pathstone Holdings, LLC$1.3M1
149BANK OF MONTREAL /CAN/$1.3M1
150MOODY NATIONAL BANK TRUST DIVISION$1.3M1
151Federation des caisses Desjardins du Quebec$1.2M1
152Pictet Asset Management Holding SA$1.2M1
153MERCER GLOBAL ADVISORS INC /ADV$1.2M1
154FRANKLIN RESOURCES INC$1.2M1
155Cetera Investment Advisers$1.2M1
156KORNITZER CAPITAL MANAGEMENT INC /KS$1.1M1
157PRELUDE CAPITAL MANAGEMENT, LLC$1.1M1
158DEUTSCHE BANK AG\$1.1M1
159D L CARLSON INVESTMENT GROUP INC$1.1M1
160Inscription Capital, LLC$1.0M1
161GROUP ONE TRADING LLC$1.0M1
162Sequoia Financial Advisors, LLC$1.0M1
163Vontobel Holding Ltd.$1.0M1
164GUIDANCE CAPITAL, INC$980K1
165Beacon Pointe Advisors, LLC$904K1
166MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$889K1
167Csenge Advisory Group$878K1
168World Investment Advisors$874K1
169Pitcairn Wealth Advisors LLC$866K1
170WASHINGTON CAPITAL MANAGEMENT, INC$749K1
171Ethic Inc.$740K1
172Verition Fund Management LLC$722K1
173Swiss Life Asset Management Ltd$707K1
174Tidal Investments LLC$706K1
175Chicago Partners Investment Group LLC$698K1
176Vanguard Personalized Indexing Management, LLC$683K1
177ELEVATION POINT WEALTH PARTNERS, LLC$678K1
178Aaron Wealth Advisors LLC$672K1
179Lido Advisors, LLC$659K1
180M&T BANK CORP$651K1
181US BANCORP \DE\$640K1
182Vestmark Advisory Solutions, Inc.$634K1
183LAZARD ASSET MANAGEMENT LLC$633K1
184MIRABELLA FINANCIAL SERVICES LLP$631K1
185Brooklyn Investment Group$625K1
186CWM, LLC$611K1
187CHOREO, LLC$607K1
188HighTower Advisors, LLC$606K1
189OneAscent Investment Solutions LLC$599K1
190Atria Investments, Inc$592K1
191KEYBANK NATIONAL ASSOCIATION/OH$591K1
192Walleye Trading LLC$581K1
193XPONANCE LLC$560K1
194WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$543K1
195Kera Capital Partners, Inc.$532K1
196WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$528K1
197Advisor Resource Council$520K1
198PRINCIPAL SECURITIES, INC.$513K1
199CIBC Asset Management Inc$511K1
200EVERGREEN CAPITAL MANAGEMENT LLC$508K1
201REGIONS FINANCIAL CORP$488K1
202Private Advisor Group, LLC$475K1
203Ensign Peak Advisors, Inc$466K1
204Fortis Advisors, LLC$457K1
205OneDigital Investment Advisors LLC$442K1
206DnB Asset Management AS$426K1
207Advisors Asset Management, Inc.$421K1
208JANE STREET GROUP, LLC$421K1
209&PARTNERS$416K1
210Utah Retirement Systems$406K1
211Perbak Capital Partners LLP$402K1
212EntryPoint Capital, LLC$377K1
213Ameritas Advisory Services, LLC$367K1
214CREDIT INDUSTRIEL ET COMMERCIAL$366K1
215UNITED CAPITAL FINANCIAL ADVISORS, LLC$363K1
216TWO SIGMA SECURITIES, LLC$362K1
217INTRUST BANK NA$351K1
218HUB Investment Partners, LLC$346K1
219Rockefeller Capital Management L.P.$345K1
220O'SHAUGHNESSY ASSET MANAGEMENT, LLC$345K1
221Baker Avenue Asset Management, LP$342K1
222Walnut Level Capital LLC$341K1
223Caitong International Asset Management Co., Ltd$337K1
224CAPSTONE INVESTMENT ADVISORS, LLC$335K1
225Callan Family Office, LLC$329K1
226OneAscent Financial Services LLC$318K1
227Edgestream Partners, L.P.$298K1
228QRG CAPITAL MANAGEMENT, INC.$297K1
229NAVELLIER & ASSOCIATES INC$289K1
230Merit Financial Group, LLC$285K1
231Frec Markets, Inc.$277K1
232COLDSTREAM CAPITAL MANAGEMENT INC$272K1
233SHELTON CAPITAL MANAGEMENT$263K1
234SAGE RHINO CAPITAL LLC$262K1
235EP Wealth Advisors, LLC$261K1
236HBK Sorce Advisory LLC$261K1
237KING LUTHER CAPITAL MANAGEMENT CORP$260K1
238Sterling Capital Management LLC$258K1
239SEARLE & CO.$257K1
240FIDUCIARY TRUST CO$254K1
241MBB PUBLIC MARKETS I LLC$254K1
242Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$253K1
243Fieldview Capital Management, LLC$252K1
244PANAGORA ASSET MANAGEMENT INC$252K1
245Red Wave Investments LLC$249K1
246HSBC HOLDINGS PLC$248K1
247BARCLAYS PLC$243K1
248PROFUND ADVISORS LLC$240K1
249Sanctuary Advisors, LLC$239K1
250Fifth Third Wealth Advisors LLC$233K1
251COMMONWEALTH EQUITY SERVICES, LLC$232K1
252OneAscent Wealth Management LLC$227K1
253North Dakota State Investment Board$225K1
254HOHIMER WEALTH MANAGEMENT, LLC$224K1
255Arax Advisory Partners$224K1
256Savant Capital, LLC$220K1
257Seelaus Asset Management LLC$208K1
258DRW Securities, LLC$206K1
259HB Wealth Management, LLC$205K1
260Envestnet Portfolio Solutions, Inc.$204K1
261GTS SECURITIES LLC$202K1
262OneAscent Family Office, LLC$200K1
263New Age Alpha Advisors, LLC$188K1
264Mitsubishi UFJ Trust & Banking Corp$184K1
265NISA INVESTMENT ADVISORS, LLC$175K1
266QUADRANT CAPITAL GROUP LLC$173K1
267Pinnacle Wealth Planning Services, Inc.$161K1
268BNP Paribas Asset Management Holding S.A.$143K1
269Smartleaf Asset Management LLC$139K1
270State of Wyoming$128K1
271MetLife Investment Management, LLC$126K1
272OSAIC HOLDINGS, INC.$112K1
273THRIVENT FINANCIAL FOR LUTHERANS$97.9K1
274Parkside Financial Bank & Trust$95.0K1
275Tower Research Capital LLC (TRC)$91.9K1
276SIGNATUREFD, LLC$77.1K1
277LORD, ABBETT & CO. LLC$76.3K1
278UMB Bank, n.a.$74.5K1
279Bayforest Capital Ltd$49.9K1
280Ancora Advisors LLC$46.6K1
281Measured Wealth Private Client Group, LLC$45.3K1
282SJS Investment Consulting Inc.$43.8K1
283Quarry LP$42.9K1
284Allworth Financial LP$41.4K1
285NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$38.8K1
286PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$32.6K1
287NOMURA ASSET MANAGEMENT CO LTD$30.4K1
288True Wealth Design, LLC$27.8K1
289ASSETMARK, INC$26.6K1
290NATIXIS ADVISORS, LLC$25.5K1
291Larson Financial Group LLC$23.6K1
292Blue Trust, Inc.$18.4K1
293Richardson Capital Management LLC$14.3K1
294Clark Wealth Partners$13.6K1
295Mitsubishi UFJ Asset Management Co., Ltd.$12.1K1
296CVA Family Office, LLC$11.9K1
297MidFirst Bank$10.7K1
298DANSKE BANK A/S$10.2K1
299DT Investment Partners, LLC$9.9K1
300Truvestments Capital LLC$9.8K1
301JFS WEALTH ADVISORS, LLC$7.8K1
302Copeland Capital Management, LLC$7.8K1
303MEEDER ASSET MANAGEMENT INC$7.7K1
304CANADA LIFE ASSURANCE Co$7.0K1
305CBIZ Investment Advisory Services, LLC$5.6K1
306Private Wealth Management Group, LLC$5.1K1
307JONES FINANCIAL COMPANIES LLLP$4.8K1
308Plato Investment Management Ltd$4.8K1
309Owl Creek Wealth Partners LLC$4.8K1
310MAI Capital Management$4.7K1
311State of Alaska, Department of Revenue$4.2K1
312ELEVATION WEALTH PARTNERS, LLC$4.1K1
313FARMERS & MERCHANTS INVESTMENTS INC$4.1K1
314Walleye Capital LLC$3.7K1
315Sachetta, LLC$3.4K1
316Treasurer of the State of North Carolina$3.3K1
317ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$3.2K1
318ALBION FINANCIAL GROUP /UT$2.9K1
319Abound Wealth Management$2.8K1
320NEW YORK STATE TEACHERS RETIREMENT SYSTEM$2.6K1
321Bell Investment Advisors, Inc$2.6K1
322JPL Wealth Management, LLC$2.4K1
323AMALGAMATED BANK$2.4K1
324MONTAG A & ASSOCIATES INC$2.4K1
325Jackson Creek Investment Advisors LLC$2.2K1
326Physician Wealth Advisors, Inc.$2.1K1
327TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.9K1
328Ankerstar Wealth, LLC$1.6K1
329Rialto Wealth Management, LLC$1.6K1
330SouthState Bank Corp$1.5K1
331GILPIN WEALTH MANAGEMENT, LLC$1.3K1
332DiNuzzo Private Wealth, Inc.$1.3K1
333BROWN, LISLE/CUMMINGS, INC.$1.2K1
334Manchester Capital Management LLC$1.1K1
335HARBOR CAPITAL ADVISORS, INC.$1.1K1
336Cromwell Holdings LLC$1.1K1
337SBI Securities Co., Ltd.$8541
338Vermillion Wealth Management, Inc.$6831
339Claret Asset Management Corp$5901
340Activest Wealth Management$5801
341HFM Investment Advisors, LLC$5801
342Prestige Wealth Management Group LLC$4781
343TopTier Wealth Management, LLC$4781
344AMERIFLEX GROUP, INC.$4441
345Intentional Wealth Strategies, LLC$4101
346Rakuten Securities, Inc.$3411
347Signature Equity Partners, LLC$3371
348Virtu Financial LLC$3341
349KBC Group NV$2351
350SkyView Investment Advisors, LLC$2201
351SHP Wealth Management$1711
352Kilter Group LLC$1711
353MV CAPITAL MANAGEMENT, INC.$1371
354Transamerica Financial Advisors, LLC$681
355GHP Investment Advisors, Inc.$351
356VALLEY NATIONAL ADVISERS INC$41
357Avion Wealth$01
358VANGUARD GROUP INC$01
359HARBOUR INVESTMENTS, INC.$01
360Clearstead Advisors, LLC$01
361COMERICA BANK$01
362MACKENZIE FINANCIAL CORP$01
363PARK AVENUE SECURITIES LLC$01
364TRUST CO OF VERMONT$01
365PRUDENTIAL FINANCIAL INC$01
366ADAGE CAPITAL PARTNERS GP, L.L.C.$01
367PRIVATE TRUST CO NA$01
368CIBC Private Wealth Group LLC$01
369Magnetar Financial LLC$01
370GSA CAPITAL PARTNERS LLP$01
371Brevan Howard Capital Management LP$01
372Allianz Asset Management GmbH$01
373LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$01
374Assenagon Asset Management S.A.$01
375Connor, Clark & Lunn Investment Management Ltd.$01
376Friedenthal Financial$01
377Lighthouse Investment Partners, LLC$01
378Trexquant Investment LP$01
379Numerai GP LLC$01
380Centiva Capital, LP$01
381IFG Advisory, LLC$01
382Qube Research & Technologies Ltd$01
383ExodusPoint Capital Management, LP$01
384Elo Mutual Pension Insurance Co$01
385Global Retirement Partners, LLC$01
386MQS Management LLC$01
387Cynosure Group, LLC$01
388TWINBEECH CAPITAL LP$01
389CERTUITY, LLC$01
390INCEPTIONR LLC$01
391XTX Topco Ltd$01
392Kestra Advisory Services, LLC$01
393Concentric Capital Strategies, LP$01
394AlphaQuest LLC$01
395Forum Financial Management, LP$01
396SageView Advisory Group, LLC$01
397Dunhill Financial, LLC$01
398Nemes Rush Group LLC$01
399FIDUCIARY FAMILY OFFICE, LLC$01
400Albar Capital Partners LLP$01
401Reflection Asset Management$01
402MCGUIRE CAPITAL ADVISORS INC$01
Truncated by Public Filings. The published aggregate ranks the top 402 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)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ 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 ESI

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for ESI · financials and macro

Financials — as filed PLANNED

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