Public record / Tickers / ET

ET — Energy Transfer LP

Both disclosure regimes on one name: who in Congress filed about ET, 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
123
all PTR rows naming ET
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
05-18
filed 2026-05-18
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

Mark E. Green · $500K–$1.0M

Purchase · traded 2022-02-09 → filed 2022-02-14. Ranked over every ET 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.

6 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

6 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. 6 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING ET · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ET
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-05-18Brian Babin R–TX-36Sale · partial (partial sale)Traded 05-05 +13d$1K–$15K
2025-07-03Virginia Foxx R–NC-5Sale · partial (partial sale)Traded 06-24 +9d$15K–$50K
2025-04-04Virginia Foxx R–NC-5Sale · partial (partial sale)Traded 03-07 +28d$50K–$100K
2025-03-03Virginia Foxx R–NC-5PurchaseTraded 02-19 +12d$1K–$15K
2025-01-06Virginia Foxx R–NC-5Sale · partial (partial sale)Traded 2024-12-06 +31d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 123 ↗

Members active in ET

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing ET 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.
Brian Babin R–TX-361−$15.0K to −$1.0K2

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

Congress ↔ notable managers · ET

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 $352K held
Trimming
1 Appaloosa $30.4M held

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

Merged timeline of congressional filings and notable-manager moves on ET
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fnew+18,249 sh
2026-05-15Appaloosa 13Ftrim−615,125 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 ET for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1MORGAN STANLEY$1.7B1
2ALPS ADVISORS INC$1.7B1
3Invesco Ltd.$1.1B1
4Blackstone Inc.$601M1
5UBS Group AG$598M1
6BANK OF AMERICA CORP /DE/$597M1
7KAYNE ANDERSON CAPITAL ADVISORS LP$474M1
8MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$461M1
9FMR LLC$458M1
10NATIXIS$413M1
11WESTWOOD HOLDINGS GROUP INC$328M1
12CIBC Bancorp USA Inc.$261M1
13WELLS FARGO & COMPANY/MN$242M1
14BERKLEY W R CORP$159M1
15CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$154M1
16RAYMOND JAMES FINANCIAL INC$151M1
17LPL Financial LLC$138M1
18STIFEL FINANCIAL CORP$129M1
19EAGLE GLOBAL ADVISORS LLC$125M1
20Patient Capital Management, LLC$118M1
21Recurrent Investment Advisors LLC$107M1
22Garrett Wealth Advisory Group, LLC$106M1
23Stephens Group, LLC$105M1
24CITIGROUP INC$104M1
25Rockefeller Capital Management L.P.$99.1M1
26COMMERCE BANK$97.1M1
27Fractal Investments LLC$93.0M1
28DUFF & PHELPS INVESTMENT MANAGEMENT CO$83.9M1
29INFRASTRUCTURE CAPITAL ADVISORS, LLC$81.9M1
30BlackRock, Inc.$77.2M1
31ROYAL BANK OF CANADA$76.9M1
32Chicago Partners Investment Group LLC$65.5M1
33Long Focus Capital Management, LLC$64.5M1
34Americana Partners, LLC$62.4M1
35MIZUHO MARKETS AMERICAS LLC$61.8M1
36Pinnacle Wealth Planning Services, Inc.$59.3M1
37Maryland State Retirement & Pension System$55.0M1
38OSAIC HOLDINGS, INC.$54.9M1
39HighTower Advisors, LLC$54.4M1
40Allianz Asset Management GmbH$51.2M1
41Philosophy Capital Management LLC$43.8M1
42LONGFELLOW INVESTMENT MANAGEMENT CO LLC$42.2M1
43Cetera Investment Advisers$40.9M1
44Northside Capital Management, LLC$38.8M1
45Zurich Insurance Group Ltd/FI$38.4M1
46Empowered Funds, LLC$38.3M1
47Mariner, LLC$38.1M1
48Catalyst Capital Advisors LLC$37.4M1
49Beacon Pointe Advisors, LLC$37.1M1
50EXCHANGE TRADED CONCEPTS, LLC$36.7M1
51Sanctuary Advisors, LLC$36.5M1
52Callodine Capital Management, LP$36.2M1
53Nuveen, LLC$36.1M1
54COMMONWEALTH EQUITY SERVICES, LLC$33.8M1
55Waverly Advisors, LLC$33.3M1
56Kamunting Street Capital Management, L.P.$31.2M1
57JENNISON ASSOCIATES LLC$30.6M1
58Appaloosa LP$30.4M1
59U.S. Capital Wealth Advisors, LLC$29.4M1
60SUSQUEHANNA INTERNATIONAL GROUP, LLP$27.4M1
61Empirical Finance, LLC$27.1M1
62Aptus Capital Advisors, LLC$27.0M1
63Kestra Advisory Services, LLC$26.8M1
64STEPHENS INC /AR/$26.6M1
65Alden Global Capital LLC$26.5M1
66MONETA GROUP INVESTMENT ADVISORS LLC$26.1M1
67Pathstone Holdings, LLC$25.9M1
68Texas Yale Capital Corp.$25.3M1
69RR Advisors, LLC$23.8M1
70Militia Capital Management LLC$23.2M1
71Creative Planning$22.7M1
72ENVESTNET ASSET MANAGEMENT INC$22.1M1
73JANE STREET GROUP, LLC$21.2M1
74NEOS Investment Management LLC$20.7M1
75Prospera Financial Services Inc$20.6M1
76Tidal Investments LLC$19.8M1
77RBF Capital, LLC$19.3M1
78&PARTNERS$18.7M1
79CNA FINANCIAL CORP$18.3M1
80GROUP ONE TRADING LLC$18.3M1
81TEMA ETFS LLC$17.9M1
82NORTHERN TRUST CORP$17.6M1
83TRUIST FINANCIAL CORP$17.5M1
84LONESTAR CAPITAL MANAGEMENT LLC$17.4M1
85FOURPATH CAPITAL MANAGEMENT, LLC$17.2M1
86FFG Partners, LLC$17.2M1
87EVERGREEN CAPITAL MANAGEMENT LLC$16.6M1
88NewEdge Advisors, LLC$16.6M1
89PARSONS CAPITAL MANAGEMENT INC/RI$16.2M1
90KCM Capital Inc$16.2M1
91FIRST TRUST ADVISORS LP$15.7M1
92WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$15.5M1
93Heronetta Management, L.P.$15.4M1
94Cresset Asset Management, LLC$15.2M1
95Texas Capital Bank Wealth Management Services Inc$15.2M1
96MAI Capital Management$15.0M1
97TECTONIC ADVISORS LLC$14.6M1
98Coronation Fund Managers Ltd.$14.3M1
99Private Advisor Group, LLC$14.2M1
100Turtle Creek Wealth Advisors, LLC$14.1M1
101Summit Financial, LLC$13.7M1
102DEUTSCHE BANK AG\$13.4M1
103Corient Private Wealth LLC$13.4M1
104NEXPOINT ASSET MANAGEMENT, L.P.$13.3M1
105DIVIDEND ASSETS CAPITAL, LLC$13.2M1
106CHILDRESS CAPITAL ADVISORS, LLC$11.5M1
107NOMURA HOLDINGS INC$11.4M1
108Oxbow Advisors, LLC$11.3M1
109WEXFORD CAPITAL LP$11.1M1
110Ensign Peak Advisors, Inc$10.7M1
111BLAIR WILLIAM & CO/IL$10.6M1
112Advisors Capital Management, LLC$10.3M1
113BROWN ADVISORY INC$10.3M1
114Requisite Capital Management, LLC$10.1M1
115Merewether Investment Management, LP$10.0M1
116Fogel Capital Management, Inc.$9.8M1
117Quantinno Capital Management LP$9.6M1
118Advisors Asset Management, Inc.$9.3M1
119MERCER GLOBAL ADVISORS INC /ADV$9.0M1
120Pekin Hardy Strauss, Inc.$8.7M1
121AMERICAN FINANCIAL GROUP INC$8.7M1
122Focus Partners Wealth$8.4M1
123Moors & Cabot, Inc.$8.3M1
124OPPENHEIMER & CO INC$8.2M1
125Oak Grove Capital LLC$8.0M1
126Fort Sheridan Advisors LLC$8.0M1
127Concorde Financial Corp$7.9M1
128Forum Financial Management, LP$7.8M1
129PRIVATE MANAGEMENT GROUP INC$7.7M1
130Lido Advisors, LLC$7.7M1
131HORIZON KINETICS ASSET MANAGEMENT LLC$7.7M1
132Gilman Hill Asset Management, LLC$7.7M1
133D.A. DAVIDSON & CO.$7.7M1
134SALEM INVESTMENT COUNSELORS INC$7.4M1
135Capital Investment Advisors, LLC$7.4M1
136Cumberland Partners Ltd$7.3M1
137Sowell Financial Services LLC$7.2M1
138VestGen Advisors, LLC$6.7M1
139Concurrent Investment Advisors, LLC$6.7M1
140Cerity Partners LLC$6.7M1
141HUB Investment Partners, LLC$6.4M1
142NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6.4M1
143Stratos Wealth Partners, LTD.$6.3M1
144SageGuard Financial Group, LLC$6.3M1
145US BANCORP \DE\$6.3M1
146Hilltop Holdings Inc.$6.2M1
147M&T BANK CORP$6.1M1
148Keebeck Wealth Management$6.1M1
149Old North State Wealth Management, LLC$6.0M1
150Everest Financial Group LLC$6.0M1
151Steward Partners Investment Advisory, LLC$6.0M1
152DCF Advisers, LLC$5.8M1
153Kovack Advisors, Inc.$5.7M1
154CWM, LLC$5.5M1
155Knollwood Investment Advisory, LLC$5.5M1
156Apollon Wealth Management, LLC$5.2M1
157CAMBIAR INVESTORS LLC$5.1M1
158ProShare Advisors LLC$5.1M1
159GOLDENTREE ASSET MANAGEMENT LP$5.0M1
160Jackson Hole Capital Partners, LLC$4.9M1
161BALDWIN WEALTH PARTNERS LLC/MA$4.9M1
162WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD$4.9M1
163Calamos Advisors LLC$4.7M1
164PFG Investments, LLC$4.6M1
165CASTLEARK MANAGEMENT LLC$4.6M1
166Mizuho Markets Cayman LP$4.5M1
167INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$4.4M1
168American Assets Investment Management, LLC$4.4M1
169BANK OF MONTREAL /CAN/$4.4M1
170Brookstone Capital Management$4.3M1
171FIDELIS CAPITAL PARTNERS, LLC$4.2M1
172Mutual Advisors, LLC$4.2M1
173J.W. COLE ADVISORS, INC.$4.2M1
174SHEPHERD KAPLAN KROCHUK, LLC$4.1M1
175Independent Advisor Alliance$4.1M1
176Northern Right Capital Management, L.P.$4.1M1
177180 WEALTH ADVISORS, LLC$4.1M1
178KESTRA PRIVATE WEALTH SERVICES, LLC$4.0M1
1791900 WEALTH MANAGEMENT LLC$4.0M1
180Equitable Holdings, Inc.$3.9M1
181DAYMARK WEALTH PARTNERS, LLC$3.9M1
182IMC-Chicago, LLC$3.9M1
183Strong Tower Advisory Services$3.8M1
184HOWARD FINANCIAL SERVICES, LTD.$3.8M1
185OPPENHEIMER ASSET MANAGEMENT INC.$3.7M1
186Lavaca Capital LLC$3.7M1
187Cannell & Spears LLC$3.7M1
188HB Wealth Management, LLC$3.7M1
189Kingsview Wealth Management, LLC$3.7M1
190Keeler Thomas Management LLC$3.7M1
191Encore Global Management, LP$3.6M1
192CFM WEALTH PARTNERS LLC$3.6M1
193One Charles Private Wealth Services, LLC$3.6M1
194IEQ CAPITAL, LLC$3.6M1
195Clear Trail Advisors, LLC$3.6M1
196Enclave Advisors LLC$3.5M1
197ArchPoint Investors$3.5M1
198Haverford Trust Co$3.5M1
199GREAT VALLEY ADVISOR GROUP, INC.$3.5M1
200MONECO ADVISORS, LLC$3.5M1
201Corps Capital Advisors, LLC$3.5M1
202FRANKLIN RESOURCES INC$3.4M1
203Beverly Hills Private Wealth, LLC$3.3M1
204NewEdge Wealth, LLC$3.3M1
205Ackerman Capital Advisors, LLC$3.3M1
206Visionary Wealth Advisors$3.2M1
207Prospect Financial Services LLC$3.2M1
208LEVEL FOUR ADVISORY SERVICES, LLC$3.2M1
209SUMMIT SECURITIES GROUP LLC$3.1M1
210Pingora Partners LLC$3.1M1
211Ellsworth Advisors, LLC$3.1M1
212INDEPENDENT FINANCIAL GROUP, LLC$3.1M1
213Wilmington Savings Fund Society, FSB$3.1M1
214Henson-Edgewater Management, LLC$3.0M1
215FORTEM FINANCIAL GROUP, LLC$3.0M1
216Linscomb Wealth, Inc.$3.0M1
217Baugh & Associates, LLC$3.0M1
218Hartree Partners, LP$2.9M1
219Susquehanna Portfolio Strategies, LLC$2.9M1
220CVA Family Office, LLC$2.8M1
221Allworth Financial LP$2.8M1
222FIFTH THIRD BANCORP$2.8M1
223Pathway Financial Advisers, LLC$2.8M1
224Venture Visionary Partners LLC$2.8M1
225Procyon Advisors, LLC$2.8M1
226Millennium Capital Advisors, LLC$2.7M1
227Wealthcare Advisory Partners LLC$2.7M1
228OUTFITTERS FINANCIAL LLC$2.7M1
229Caprock Group, LLC$2.6M1
230Sage Investment Counsel LLC$2.6M1
231Clarus Group, Inc.$2.6M1
232ACT CAPITAL MANAGEMENT, LLC$2.6M1
233Curi Capital, LLC$2.6M1
234Rockwood Wealth Management, LLC$2.5M1
235Uptown Financial Advisors LLC$2.5M1
236MGO ONE SEVEN LLC$2.4M1
237UNITED CAPITAL FINANCIAL ADVISORS, LLC$2.4M1
238Sullivan Wood Capital Management LLC$2.4M1
239Sigma Planning Corp$2.4M1
240Integrated Advisors Network LLC$2.4M1
241Gateway Wealth Partners, LLC$2.3M1
242Quantum Private Wealth, LLC$2.2M1
243FOUNDATIONS INVESTMENT ADVISORS, LLC$2.2M1
244DAVENPORT & Co LLC$2.2M1
245GFS Advisors, LLC$2.2M1
246Intellectus Partners, LLC$2.2M1
247BLUEFIN CAPITAL MANAGEMENT, LLC$2.2M1
248Vestmark Advisory Solutions, Inc.$2.2M1
249ELEVATION POINT WEALTH PARTNERS, LLC$2.2M1
250World Investment Advisors$2.2M1
251Huntleigh Advisors, Inc.$2.2M1
252AE Wealth Management LLC$2.1M1
253SILVERLAKE WEALTH MANAGEMENT LLC$2.1M1
254Jacobi Capital Management LLC$2.1M1
255Cornerstone Advisory, LLC$2.1M1
256MML INVESTORS SERVICES, LLC$2.1M1
257Intrua Financial, LLC$2.0M1
258FIRST MANHATTAN CO. LLC.$2.0M1
259Avidian Wealth Enterprises, LLC$2.0M1
260MCGUIRE CAPITAL ADVISORS INC$2.0M1
261Summit Trail Advisors, LLC$2.0M1
262Legacy Advisors, LLC$2.0M1
263CHAPIN DAVIS, INC.$2.0M1
264Ariston Services Group$1.9M1
265Annis Gardner Whiting Capital Advisors, LLC$1.9M1
266Mountain Lake Investment Management LLC$1.9M1
267SCS Capital Management LLC$1.9M1
268SANDERS MORRIS HARRIS LLC$1.9M1
269QUADRANT CAPITAL GROUP LLC$1.9M1
270EXENCIAL WEALTH ADVISORS, LLC$1.9M1
271KIRR MARBACH & CO LLC /IN/$1.9M1
272Private Wealth Partners, LLC$1.9M1
273NFSG Corp$1.9M1
274Pinnacle Financial Partners, Inc.$1.8M1
275CAPITAL ADVISORS INC/OK$1.8M1
276B. Riley Wealth Advisors, Inc.$1.8M1
277CHELSEA COUNSEL CO$1.8M1
278Autumn Glory Partners, LLC$1.8M1
279MITCHELL MCLEOD PUGH & WILLIAMS INC$1.8M1
280Manske Wealth Management$1.8M1
281Axiom Investment Management LLC$1.8M1
282Alpha Wealth Funds, LLC$1.8M1
283CASCADE INVESTMENT GROUP, INC.$1.8M1
284Carrera Capital Advisors$1.7M1
285Avior Wealth Management, LLC$1.7M1
286Rossmore Private Capital$1.7M1
287SCP Investment, LP$1.7M1
288SEI INVESTMENTS CO$1.7M1
289RESOLUTE CAPITAL, LLC$1.7M1
290DIVERSIFY WEALTH MANAGEMENT, LLC$1.7M1
291Western Wealth Management, LLC$1.7M1
292GILPIN WEALTH MANAGEMENT, LLC$1.7M1
293NICOLET BANKSHARES INC$1.7M1
294McAdam, LLC$1.7M1
295Stablepoint Partners, LLC$1.6M1
296Summit Financial Strategies, Inc.$1.6M1
297Meixler Investment Management, Ltd.$1.6M1
298Clear Harbor Asset Management, LLC$1.6M1
299Evanson Asset Management, LLC$1.6M1
300Aull & Monroe Investment Management Corp$1.6M1
301Gladstone Institutional Advisory LLC$1.6M1
302Snowden Capital Advisors LLC$1.6M1
303EP Wealth Advisors, LLC$1.6M1
304Burford Brothers, Inc.$1.6M1
305Enhancing Capital LLC$1.6M1
306Directional Asset Management$1.6M1
307Northstar Advisory Group, LLC$1.6M1
308MATTERS CAPITAL LLC$1.5M1
309PERSONAL CFO SOLUTIONS, LLC$1.5M1
310Avos Capital Management, LLC$1.5M1
311Merit Financial Group, LLC$1.5M1
312Fiduciary Group, LLC$1.5M1
313Spire Wealth Management$1.5M1
314GFG Capital, LLC$1.5M1
315Glenview Trust Co$1.5M1
316Kercheville Advisors, LLC$1.5M1
317F/m Investments LLC$1.5M1
318FORTRESS PRIVATE LEDGER, LLC$1.5M1
319Inscription Capital, LLC$1.5M1
320Canal Capital Management, LLC$1.5M1
321Addis & Hill, Inc$1.5M1
322MSH Capital Advisors LLC$1.4M1
323ARDSLEY ADVISORY PARTNERS LP$1.4M1
324FOUNDERS FINANCIAL SECURITIES LLC$1.4M1
325Sequoia Financial Advisors, LLC$1.4M1
326Stokes Family Office, LLC$1.4M1
327Asio Capital, LLC$1.4M1
328Dynamic Advisor Solutions LLC$1.4M1
329Apella Capital, LLC$1.4M1
330Abundance Wealth Counselors$1.4M1
331Inspire Advisors, LLC$1.4M1
332NAPLES GLOBAL ADVISORS, LLC$1.4M1
333GRIFFIN ASSET MANAGEMENT, INC.$1.4M1
334Argyle Capital Partners, LLC$1.4M1
335Platform Technology Partners$1.3M1
336Paragon Capital Management Ltd$1.3M1
337Meridian Wealth Advisors, LLC$1.3M1
338REGIONS FINANCIAL CORP$1.3M1
339Joseph P. Lucia & Associates, LLC$1.3M1
340LaSalle St. Investment Advisors, LLC$1.3M1
341AlTi Global, Inc.$1.3M1
342NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$1.3M1
343CHOREO, LLC$1.3M1
344Greenland Capital Management LP$1.3M1
345Stockman Wealth Management, Inc.$1.2M1
346Gibraltar Capital Management, Inc.$1.2M1
347RHODES INVESTMENT ADVISORS INC /ADV$1.2M1
348HBW ADVISORY SERVICES LLC$1.2M1
349Greenline Partners, LLC$1.2M1
350LMG Wealth Partners, LLC$1.2M1
351AVALON CAPITAL MANAGEMENT$1.2M1
352Claro Advisors Inc.$1.2M1
353PFG Advisors$1.1M1
354Xcel Wealth Management, LLC$1.1M1
355Independent Wealth Network Inc.$1.1M1
356BURNEY CO/$1.1M1
357RAHLFS CAPITAL, LLC$1.1M1
358Obermeyer Wealth Partners$1.1M1
359Merrion Investment Management Co, LLC$1.1M1
360GUGGENHEIM CAPITAL LLC$1.1M1
361StoneX Group Inc.$1.1M1
362Emissary Wealth LLC$1.1M1
363HUNTINGTON NATIONAL BANK$1.1M1
364Fortis Capital Management LLC$1.1M1
365Bleakley Financial Group, LLC$1.1M1
366ZEGA Investments, LLC$1.1M1
367RFG Advisory, LLC$1.1M1
368Bridgewater Advisors Inc.$1.1M1
369STUART INVESTMENT ADVISORS, INC.$1.1M1
370LAVELLE CAPITAL LP$1.1M1
371Cornerstone Wealth Management, LLC$1.0M1
372Diversified Enterprises, LLC$1.0M1
373SIMON QUICK ADVISORS, LLC$1.0M1
374LexAurum Advisors, LLC$1.0M1
375Diversify Advisory Services, LLC$1.0M1
376BLB&B Advisors, LLC$1.0M1
377Samalin Investment Counsel, LLC$1.0M1
378Ausdal Financial Partners, Inc.$1.0M1
379Chevy Chase Trust Holdings, LLC$1.0M1
380Talon Private Wealth, LLC$1.0M1
381Perigon Wealth Management, LLC$1.0M1
382HFG Advisors, Inc.$1.0M1
383BENJAMIN EDWARDS INC$998K1
384Fund Advisors of America Inc/FL$993K1
385Arax Advisory Partners$990K1
386TRED AVON FAMILY WEALTH, LLC$989K1
387INSIGNEO ADVISORY SERVICES, LLC$987K1
388Wealth Alliance Advisory Group, LLC$983K1
389WCG Wealth Advisors LLC$982K1
390Advisor OS, LLC$975K1
391Compass Financial Group, INC/SD$973K1
392Meriwether Wealth & Planning, LLC$972K1
393FLAGSHIP HARBOR ADVISORS, LLC$968K1
394KAVAR CAPITAL PARTNERS GROUP, LLC$967K1
395TRB Wealth Management, LLC$965K1
396Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$955K1
397Morton Capital Management LLC/CA$951K1
398TD Waterhouse Canada Inc.$950K1
399Corsicana & Co.$945K1
400Mattern Wealth Management LLC$941K1
401Elemental Capital Partners LLC$935K1
402National Philanthropic Trust$919K1
403RWA WEALTH PARTNERS, LLC$917K1
404NATIONAL BANK OF CANADA /FI/$916K1
405Oak Harvest Investment Services$911K1
406Thrive Wealth Management, LLC$909K1
407Excelsior Advisor Network LLC$901K1
408IFG Advisory, LLC$896K1
409Sound View Wealth Advisors Group, LLC$893K1
410Sunbeam Capital Management, LLC$887K1
411KCM INVESTMENT ADVISORS LLC$882K1
412Triad Wealth Partners, LLC$875K1
413MATRIX PRIVATE CAPITAL GROUP LLC$873K1
414TOCQUEVILLE ASSET MANAGEMENT L.P.$868K1
415Maia Wealth LLC$866K1
416Asset Allocation Strategies LLC$859K1
417Waterfront Wealth Inc.$856K1
418Hardy Reed LLC$850K1
419Larson Financial Group LLC$847K1
420one8zero8, LLC$846K1
421MOODY NATIONAL BANK TRUST DIVISION$838K1
422CWA Asset Management Group, LLC$836K1
423Delos Wealth Advisors, LLC$827K1
424TMB Capital Partners, LLC$814K1
425MMBG INVESTMENT ADVISORS CO.$809K1
426Allspring Global Investments Holdings, LLC$806K1
427Diversified Trust Co$806K1
428XML Financial, LLC$804K1
429Kathmere Capital Management, LLC$803K1
430NOESIS CAPITAL MANGEMENT CORP$801K1
431Vanguard Personalized Indexing Management, LLC$798K1
432Parkside Financial Bank & Trust$796K1
433MISSION WEALTH MANAGEMENT, LP$792K1
434Bouchey Financial Group, Ltd.$790K1
435Signal Advisors Wealth, LLC$782K1
436Samjo Management, LLC$772K1
437Lee Financial Co$769K1
438WealthTrust Axiom LLC$768K1
439CHIRON CAPITAL MANAGEMENT, LLC$764K1
440Avantax Planning Partners, Inc.$760K1
441FIRST FINANCIAL BANKSHARES INC$755K1
442WINEBRENNER CAPITAL MANAGEMENT LLC$751K1
443NorthCoast Asset Management LLC$751K1
444MARCO INVESTMENT MANAGEMENT LLC$751K1
445Tradition Wealth Management, LLC$751K1
446Savant Capital, LLC$750K1
447TCTC Holdings, LLC$750K1
448Plan Group Financial, LLC$747K1
449Nicholson Meyer Capital Management, Inc.$747K1
450Canvas Wealth Advisors, LLC$746K1
451Stratos Wealth Advisors, LLC$730K1
452KPP Advisory Services LLC$727K1
453FAS Wealth Partners, Inc.$724K1
454HILLTOP WEALTH ADVISORS, LLC$718K1
455Prosperity Consulting Group, LLC$712K1
456Wealthstar Advisors, LLC$711K1
457Essex Financial Services, Inc.$707K1
458NWAM LLC$702K1
459Blueprint Financial Advisors LLC$684K1
460SeaCrest Wealth Management, LLC$681K1
461Archford Capital Strategies, LLC$680K1
462Gaddis Premier Wealth Advisors LLC$679K1
463Magnus Financial Group LLC$678K1
464INTEGRITY ALLIANCE, LLC.$671K1
465Alessandra Capital Management, LLC$670K1
466ARS Wealth Advisors Group, LLC$664K1
467Empirical Asset Management, LLC$657K1
468SFMG, LLC$653K1
469Strategic Financial Concepts, LLC$652K1
470Rehmann Capital Advisory Group$652K1
471ROMANO BROTHERS AND COMPANY$647K1
472BEAM WEALTH ADVISORS, INC.$645K1
473JOHNSON INVESTMENT COUNSEL INC$644K1
474BANK OF NOVA SCOTIA$630K1
475NOVEM GROUP$624K1
476Trifecta Capital Advisors, LLC$623K1
477Focus Partners Advisor Solutions, LLC$617K1
478PINNACLE ASSOCIATES LTD$617K1
479LAKE STREET PRIVATE WEALTH, LLC$617K1
480Southeast Asset Advisors, LLC$612K1
481CONNING INC.$611K1
482WHITENER CAPITAL MANAGEMENT, INC.$607K1
483Camelot Portfolios, LLC$602K1
484SP Asset Management LLC$602K1
485SmartHarvest Portfolios, LLC$602K1
486HM PAYSON & CO$598K1
487Traub Capital Management LLC$593K1
488HORAN Wealth, LLC$592K1
489Blueprint Investment Partners LLC$591K1
490HANCOCK WHITNEY CORP$588K1
491INTRUST BANK NA$587K1
492Redhawk Wealth Advisors, Inc.$584K1
493EVOLVE PRIVATE WEALTH, LLC$583K1
494SIGNATUREFD, LLC$583K1
495Aspen Grove Capital, LLC$579K1
496Black Swift Group, LLC$579K1
497CMC Financial Group$579K1
498DOLIVER ADVISORS, LP$578K1
499RK Capital Management, LLC/FL$577K1
500Almanack Investment Partners, LLC.$574K1
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 ET

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for ET · financials and macro

Financials — as filed PLANNED

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