Public record / Tickers / ETR

ETR — ENTERGY CORP /DE/

Both disclosure regimes on one name: who in Congress filed about ETR, 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 ETR
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
09-06
filed 2024-09-06
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

John James · $1.0K–$15.0K

Sale · traded 2024-09-04 → filed 2024-09-06. Ranked over every ETR row by the provable lower bound, never a point estimate.

No member disclosed ETR 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.

1 row 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

No dated ETR 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 ETR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ETR
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2024-09-06John James R–MI-10SaleTraded 09-04 +2d$1K–$15K
2024-09-02John James R–MI-10PurchaseTraded 2023-11-10 LATE·297d$1K–$15K
2023-10-10Lois Frankel D–FL-22SaleTraded 09-08 +32d$1K–$15K
2023-06-06Zoe Lofgren D–CA-18Sale · SP (spouse-owned)Traded 05-25 +12d$1K–$15K
2020-05-28Lois Frankel D–FL-22PurchaseTraded 04-30 +28d$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 ETR

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

No member disclosed ETR in the trailing 12 months.

Congress ↔ notable managers · ETR

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 $13.2M held
Trimming
1 Soros Fund Management $8.7M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · ENTERGY CORP NEW

Merged timeline of congressional filings and notable-manager moves on ETR
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+48,703 sh
2026-05-15Soros Fund Management 13Ftrim−78,621 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

Top institutional holders of ETR for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$4.6B1
2VANGUARD CAPITAL MANAGEMENT LLC$3.3B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$2.9B1
4STATE STREET CORP$2.8B1
5BANK OF AMERICA CORP /DE/$2.0B1
6FMR LLC$1.6B1
7AMERIPRISE FINANCIAL INC$1.3B1
8GEODE CAPITAL MANAGEMENT, LLC$1.3B1
9MORGAN STANLEY$1.1B1
10Clearbridge Investments, LLC$772M1
11BARROW HANLEY MEWHINNEY & STRAUSS LLC$751M1
12FRANKLIN RESOURCES INC$740M1
13Invesco Ltd.$715M1
14Boston Partners$689M1
15Newport Trust Company, LLC$585M1
16Capital Research Global Investors$566M1
17Capital International Investors$527M1
18RAYMOND JAMES FINANCIAL INC$470M1
19NORTHERN TRUST CORP$457M1
20Legal & General Group Plc$439M1
21UBS Group AG$428M1
22UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$425M1
23ALKEON CAPITAL MANAGEMENT LLC$374M1
24TD ASSET MANAGEMENT INC$373M1
25Nuveen, LLC$370M1
26CHARLES SCHWAB INVESTMENT MANAGEMENT INC$337M1
27VANGUARD FIDUCIARY TRUST CO$286M1
28Bank of New York Mellon Corp$275M1
29Pictet Asset Management Holding SA$273M1
301832 Asset Management L.P.$268M1
31TRUIST FINANCIAL CORP$267M1
32DEUTSCHE BANK AG\$259M1
33CITADEL ADVISORS LLC$251M1
34ENVESTNET ASSET MANAGEMENT INC$221M1
35JENNISON ASSOCIATES LLC$221M1
36ROYAL BANK OF CANADA$219M1
37DIMENSIONAL FUND ADVISORS LP$207M1
38Point72 Asset Management, L.P.$197M1
39Soroban Capital Partners LP$194M1
40MILLENNIUM MANAGEMENT LLC$185M1
41DUFF & PHELPS INVESTMENT MANAGEMENT CO$172M1
42FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$159M1
43MIZUHO MARKETS AMERICAS LLC$157M1
44WELLS FARGO & COMPANY/MN$150M1
45Swiss National Bank$147M1
46Energy Income Partners, LLC$147M1
47Electron Capital Partners, LLC$142M1
48CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$138M1
49CONFLUENCE INVESTMENT MANAGEMENT LLC$138M1
50ANTIPODES PARTNERS Ltd$131M1
51Merewether Investment Management, LP$123M1
52CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$119M1
53HSBC HOLDINGS PLC$116M1
54Mitsubishi UFJ Asset Management Co., Ltd.$113M1
55ADAGE CAPITAL PARTNERS GP, L.L.C.$113M1
56Vanguard Global Advisers, LLC$111M1
57FIRST TRUST ADVISORS LP$109M1
58CI INVESTMENTS INC.$107M1
59Sumitomo Mitsui Trust Group, Inc.$105M1
60Zimmer Partners, LP$104M1
61MASSACHUSETTS FINANCIAL SERVICES CO /MA/$101M1
62UniSuper Management Pty Ltd$99.8M1
63NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$97.4M1
64Epoch Investment Partners, Inc.$96.4M1
65SEI INVESTMENTS CO$96.4M1
66NORDEA INVESTMENT MANAGEMENT AB$95.0M1
67VANGUARD ASSET MANAGEMENT, Ltd$94.8M1
68Amundi$89.4M1
69COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$89.2M1
70HITE Hedge Asset Management LLC$85.7M1
71BARCLAYS PLC$81.7M1
72LPL Financial LLC$79.5M1
73GROUPAMA ASSET MANAGMENT$78.2M1
74MANUFACTURERS LIFE INSURANCE COMPANY, THE$78.0M1
75Aventail Capital Group, LP$77.8M1
76PANAGORA ASSET MANAGEMENT INC$77.2M1
77EVENTIDE ASSET MANAGEMENT, LLC$76.5M1
78ExodusPoint Capital Management, LP$76.1M1
79AVIVA PLC$73.4M1
80PRINCIPAL FINANCIAL GROUP INC$71.1M1
81Janus Henderson Group Ltd.$69.1M1
82KAYNE ANDERSON CAPITAL ADVISORS LP$67.7M1
83Retirement Systems of Alabama$66.7M1
84BANK OF MONTREAL /CAN/$64.6M1
85CANADA PENSION PLAN INVESTMENT BOARD$64.1M1
86RENAISSANCE TECHNOLOGIES LLC$63.1M1
87WESTWOOD HOLDINGS GROUP INC$62.1M1
88National Pension Service$61.7M1
89Korea Investment CORP$61.3M1
90Hudson Bay Capital Management LP$59.4M1
91DANSKE BANK A/S$58.6M1
92CITIGROUP INC$57.4M1
93NewEdge Advisors, LLC$54.6M1
94Magellan Asset Management Ltd$52.6M1
95ALLIANCEBERNSTEIN L.P.$49.2M1
96Vanguard Investments Australia, Ltd.$48.7M1
97Universal- Beteiligungs- und Servicegesellschaft mbH$48.1M1
98TD Waterhouse Canada Inc.$46.1M1
99AMF Tjanstepension AB$45.2M1
100DnB Asset Management AS$44.7M1
101Rockefeller Capital Management L.P.$42.2M1
102BRANDES INVESTMENT PARTNERS, LP$41.7M1
103STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$41.6M1
104Perpetual Ltd$39.6M1
105LAZARD ASSET MANAGEMENT LLC$36.3M1
106MACQUARIE GROUP LTD$35.6M1
107Aberdeen Group plc$35.4M1
108BRAUN STACEY ASSOCIATES INC$35.3M1
109VICTORY CAPITAL MANAGEMENT INC$34.5M1
110AQR CAPITAL MANAGEMENT LLC$34.3M1
111Cardinal Capital Management, Inc.$33.6M1
112Squarepoint Ops LLC$32.8M1
113PRUDENTIAL FINANCIAL INC$32.4M1
114GODSEY & GIBB, INC$31.3M1
115Zurcher Kantonalbank (Zurich Cantonalbank)$31.2M1
116AMERICAN CENTURY COMPANIES INC$30.3M1
117Midwest Trust Co$29.1M1
118FEDERATED HERMES, INC.$28.8M1
119STIFEL FINANCIAL CORP$28.8M1
120Verbena Value LP$28.5M1
121Cetera Investment Advisers$27.9M1
122Verition Fund Management LLC$27.7M1
123STATE OF WISCONSIN INVESTMENT BOARD$26.9M1
124Tidal Investments LLC$26.6M1
125MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$25.5M1
126Chevy Chase Trust Holdings, LLC$25.1M1
127Banco Santander, S.A.$24.8M1
128Allspring Global Investments Holdings, LLC$24.5M1
129APG Asset Management N.V.$24.5M1
130NATIXIS$24.4M1
131Tredje AP-fonden$23.7M1
132Ceredex Value Advisors LLC$23.2M1
133GW HENSSLER & ASSOCIATES LTD$23.0M1
134Union Bancaire Privee, UBP SA$22.8M1
135ADAMS DIVERSIFIED EQUITY FUND, INC.$22.5M1
136Quantinno Capital Management LP$22.4M1
137Mitsubishi UFJ Trust & Banking Corp$22.2M1
138BNP Paribas Asset Management Holding S.A.$22.0M1
139Steward Partners Investment Advisory, LLC$21.8M1
140AE Wealth Management LLC$21.4M1
141Yaupon Capital Management LP$21.3M1
142Asset Management One Co., Ltd.$21.2M1
143ASSETMARK, INC$21.2M1
144TWO SIGMA INVESTMENTS, LP$21.2M1
145ANCHOR CAPITAL ADVISORS LLC$21.0M1
146MARTINGALE ASSET MANAGEMENT L P$21.0M1
147NEW YORK STATE COMMON RETIREMENT FUND$20.8M1
148TEMA ETFS LLC$20.7M1
149Baird Financial Group, Inc.$20.5M1
150Illinois Municipal Retirement Fund$20.3M1
151Investment Management Corp of Ontario$20.2M1
152GUGGENHEIM CAPITAL LLC$20.1M1
153MML INVESTORS SERVICES, LLC$20.0M1
154Alyeska Investment Group, L.P.$20.0M1
155SummitTX Capital, L.P.$19.8M1
156Resolution Capital Ltd$19.6M1
157Ensign Peak Advisors, Inc$19.0M1
158NOMURA ASSET MANAGEMENT CO LTD$18.0M1
159Calamos Advisors LLC$17.5M1
160State of New Jersey Common Pension Fund D$17.2M1
161NATIONAL BANK OF CANADA /FI/$17.2M1
162Wealthfront Advisers LLC$17.0M1
163PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$16.9M1
164OFI INVEST ASSET MANAGEMENT$16.7M1
165Capital International, Inc./CA/$16.6M1
166Creative Planning$16.6M1
167Focus Partners Wealth$16.5M1
168TORONTO DOMINION BANK$16.4M1
169Lansforsakringar Fondforvaltning AB (publ)$16.3M1
170Resona Asset Management Co.,Ltd.$15.2M1
171PUBLIC SECTOR PENSION INVESTMENT BOARD$14.5M1
172O'SHAUGHNESSY ASSET MANAGEMENT, LLC$13.9M1
173MEYER HANDELMAN CO$13.9M1
174Czech National Bank$13.8M1
175NISSAY ASSET MANAGEMENT CORP /JAPAN$13.8M1
176Arizona State Retirement System$13.6M1
177Leeward Investments, LLC - MA$13.3M1
178Edgemoor Investment Advisors, Inc.$13.3M1
179STATE OF MICHIGAN RETIREMENT SYSTEM$13.3M1
180Gotham Asset Management, LLC$13.2M1
181Corient Private Wealth LLC$13.2M1
182FIFTH THIRD BANCORP$13.2M1
183MACKENZIE FINANCIAL CORP$13.0M1
184LMCG INVESTMENTS, LLC$12.9M1
185MUFG Securities EMEA plc$12.9M1
186Greenland Capital Management LP$12.8M1
187HighTower Advisors, LLC$12.8M1
188IFM Investors Pty Ltd$12.8M1
189Sanctuary Advisors, LLC$12.7M1
190CIBC Asset Management Inc$12.5M1
191MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$12.4M1
192MetLife Investment Management, LLC$11.9M1
193LMR Partners LLP$11.3M1
194CIBC Bancorp USA Inc.$11.2M1
195Soltis Investment Advisors LLC$11.0M1
196Turtle Creek Wealth Advisors, LLC$11.0M1
197Stanley-Laman Group, Ltd.$10.9M1
198VOYA INVESTMENT MANAGEMENT LLC$10.9M1
199Susquehanna Portfolio Strategies, LLC$10.5M1
200Oliver Luxxe Assets LLC$10.3M1
201WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$10.2M1
202Woodline Partners LP$9.9M1
203OpenArc Corporate Advisory, LLC$9.9M1
204Mirae Asset Global Investments Co., Ltd.$9.8M1
205Chicago Partners Investment Group LLC$9.7M1
206XPONANCE LLC$9.5M1
207Vanguard Personalized Indexing Management, LLC$9.1M1
208Mediolanum International Funds Ltd$9.1M1
209Waratah Capital Advisors Ltd.$9.1M1
210MERCER GLOBAL ADVISORS INC /ADV$9.0M1
211OSAIC HOLDINGS, INC.$8.8M1
212SOROS FUND MANAGEMENT LLC$8.7M1
213EQUITABLE TRUST CO$8.6M1
214Daiwa Securities Group Inc.$8.6M1
215QRG CAPITAL MANAGEMENT, INC.$8.5M1
216Atria Investments, Inc$8.4M1
217Dai-ichi Life Insurance Company, Ltd$8.3M1
218SCHRODER INVESTMENT MANAGEMENT GROUP$8.3M1
219MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$8.2M1
220Utah Retirement Systems$8.2M1
221Ausbil Investment Management Ltd$8.0M1
222ProShare Advisors LLC$7.9M1
223Emerald Investment Advisers, LLC$7.9M1
224Walleye Capital LLC$7.9M1
225United Asset Strategies, Inc.$7.9M1
226Goelzer Investment Management, Inc.$7.8M1
227Swiss Life Asset Management Ltd$7.8M1
228Rench Wealth Management, Inc.$7.8M1
229AGF MANAGEMENT LTD$7.8M1
230USS Investment Management Ltd$7.6M1
231LIBERTY ONE INVESTMENT MANAGEMENT, LLC$7.6M1
232Avalon Trust Co$7.5M1
233COMMONWEALTH EQUITY SERVICES, LLC$7.5M1
234BENJAMIN EDWARDS INC$7.5M1
235Federation des caisses Desjardins du Quebec$7.5M1
236BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$7.5M1
237SUSQUEHANNA INTERNATIONAL GROUP, LLP$7.5M1
238Bouvel Investment Partners, LLC$7.5M1
239Rakuten Investment Management, Inc.$7.4M1
240World Investment Advisors$7.4M1
241Howard Capital Management, LLC$7.4M1
242BLAIR WILLIAM & CO/IL$7.4M1
243Man Group plc$7.3M1
244&PARTNERS$7.3M1
245ProVise Management Group, LLC$7.1M1
246NEOS Investment Management LLC$7.1M1
247CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$7.1M1
248NEW YORK LIFE INVESTMENT MANAGEMENT LLC$7.1M1
249Inspire Investing, LLC$7.0M1
250Cerity Partners LLC$7.0M1
251BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$6.9M1
252TKG Advisors, LLC$6.9M1
253Sumitomo Mitsui DS Asset Management Company, Ltd$6.7M1
254MGO ONE SEVEN LLC$6.7M1
255Advisors Asset Management, Inc.$6.5M1
256BANK OF NOVA SCOTIA$6.4M1
257YOUSIF CAPITAL MANAGEMENT, LLC$6.4M1
258Capital Group Private Client Services, Inc.$6.2M1
259Quadcap Wealth Management, LLC$6.1M1
260Pathstone Holdings, LLC$6.0M1
261BTC Capital Management, Inc.$6.0M1
262Lombard Odier Asset Management (Switzerland) SA$5.9M1
263US BANCORP \DE\$5.9M1
264Pinnacle Financial Partners, Inc.$5.8M1
265OREGON PUBLIC EMPLOYEES RETIREMENT FUND$5.8M1
266Palumbo Wealth Management LLC$5.7M1
267Metis Global Partners, LLC$5.4M1
268Eurizon Capital SGR S.p.A.$5.4M1
269J.W. COLE ADVISORS, INC.$5.3M1
270ODDO BHF ASSET MANAGEMENT SAS$5.2M1
271Vennlight Capital Management, LP$5.1M1
272Horrell Capital Management, Inc.$5.0M1
273CWA Asset Management Group, LLC$5.0M1
274OP Asset Management Ltd$5.0M1
275Sand Hill Global Advisors, LLC$5.0M1
276Atom Investors LP$5.0M1
277Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$4.9M1
278ELEVATION POINT WEALTH PARTNERS, LLC$4.9M1
279DELTA FINANCIAL ADVISORS LLC$4.8M1
280Edgestream Partners, L.P.$4.8M1
281Peregrine Asset Advisers, Inc.$4.8M1
282COMMERCE BANK$4.6M1
283FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$4.6M1
284STEPHENS INC /AR/$4.5M1
285MARINER INVESTMENT GROUP LLC$4.5M1
286Empowered Funds, LLC$4.5M1
287INTECH INVESTMENT MANAGEMENT LLC$4.4M1
288Assenagon Asset Management S.A.$4.3M1
289NISA INVESTMENT ADVISORS, LLC$4.2M1
290CREDIT AGRICOLE S A$4.1M1
291Indivisible Partners$4.1M1
292Rafferty Asset Management, LLC$4.1M1
293Harrison Street Private Wealth LLC$4.0M1
294Bensler, LLC$4.0M1
295Vident Advisory, LLC$4.0M1
296TMB Capital Partners, LLC$3.9M1
297XTX Topco Ltd$3.9M1
298JANE STREET GROUP, LLC$3.9M1
299Continuum Advisory, LLC$3.9M1
300Comprehensive Financial Consultants Institutional, Inc.$3.9M1
301Private Advisor Group, LLC$3.8M1
302FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$3.8M1
303Kestra Advisory Services, LLC$3.8M1
304Independent Advisor Alliance$3.8M1
305M&T BANK CORP$3.7M1
306Vestmark Advisory Solutions, Inc.$3.7M1
307Regal Investment Advisors LLC$3.6M1
308GLENMEDE TRUST CO NA$3.6M1
309Ranch Capital Advisors Inc.$3.5M1
310AG2R LA MONDIALE GESTION D'ACTIFS$3.5M1
311Scissortail Wealth Management, LLC$3.5M1
312CWM, LLC$3.5M1
313SVB WEALTH LLC$3.3M1
314StoneX Group Inc.$3.3M1
315NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.3M1
316Aurora Investment Counsel$3.3M1
317G&S Capital LLC$3.3M1
318HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$3.2M1
319Callan Family Office, LLC$3.2M1
320MIRABELLA FINANCIAL SERVICES LLP$3.1M1
321MIZUHO SECURITIES USA LLC$3.1M1
322Balefire, LLC$3.1M1
323CALIBER WEALTH MANAGEMENT, LLC / KS$3.0M1
324ROMANO BROTHERS AND COMPANY$3.0M1
325LOM Asset Management Ltd$3.0M1
326KESTRA PRIVATE WEALTH SERVICES, LLC$2.9M1
327HB Wealth Management, LLC$2.9M1
328HARTFORD INVESTMENT MANAGEMENT CO$2.9M1
329FIDUCIARY TRUST CO$2.9M1
330HARRELL INVESTMENT PARTNERS, LLC$2.9M1
331Blackstone Inc.$2.8M1
332Allianz Asset Management GmbH$2.7M1
333Fox Hill Wealth Management$2.7M1
334UNITED CAPITAL FINANCIAL ADVISORS, LLC$2.7M1
335Sowell Financial Services LLC$2.7M1
336Sequoia Financial Advisors, LLC$2.7M1
337BANQUE PICTET & CIE SA$2.6M1
338BOOTHBAY FUND MANAGEMENT, LLC$2.5M1
339Patriot Financial Group Insurance Agency, LLC$2.5M1
340Lantz Financial LLC$2.5M1
341Maryland State Retirement & Pension System$2.5M1
342Ethic Inc.$2.5M1
343Bleakley Financial Group, LLC$2.5M1
344GREENWOOD GEARHART LLC$2.4M1
345Marks Group Wealth Management, Inc$2.4M1
346Global Financial Private Client, LLC$2.4M1
347MONEY CONCEPTS CAPITAL CORP$2.4M1
348Richard Bernstein Advisors LLC$2.4M1
349Ascent Group, LLC$2.4M1
350Hennion & Walsh Asset Management, Inc.$2.4M1
351Lido Advisors, LLC$2.4M1
352Neo Ivy Capital Management$2.4M1
353Tulsa Wealth Advisors, INC$2.4M1
354VestGen Advisors, LLC$2.3M1
355TRUST CO OF TOLEDO NA /OH/$2.3M1
356Axecap Investments, LLC$2.3M1
357ABN AMRO INVESTMENT SOLUTIONS$2.3M1
358INTRUST BANK NA$2.3M1
359Norinchukin Bank, The$2.3M1
360COOKSON PEIRCE & CO INC$2.3M1
361Lee Financial Co$2.3M1
362OMERS ADMINISTRATION Corp$2.3M1
363Orion Porfolio Solutions, LLC$2.2M1
364Sagefield Capital LP$2.2M1
365ROYAL LONDON ASSET MANAGEMENT LTD$2.2M1
366AAFMAA Wealth Management & Trust LLC$2.2M1
367F/m Investments LLC$2.2M1
368Beacon Pointe Advisors, LLC$2.1M1
369PRINCIPAL SECURITIES, INC.$2.1M1
370Trivium Point Advisory, LLC$2.1M1
371ROBERTS GLORE & CO INC /IL/$2.1M1
372MAGNOLIA CAPITAL ADVISORS LLC$2.1M1
373Summit Trail Advisors, LLC$2.0M1
374GREAT VALLEY ADVISOR GROUP, INC.$2.0M1
375PRUDENTIAL PLC$2.0M1
376Drucker Wealth 3.0, LLC$2.0M1
377Inman Jager Wealth Management, LLC$2.0M1
378Havemeyer Place LP$2.0M1
379Generali Asset Management SPA SGR$1.9M1
380Aptus Capital Advisors, LLC$1.9M1
381Dynasty Wealth Management, LLC$1.9M1
382Fisher Asset Management, LLC$1.9M1
383TOKIO MARINE ASSET MANAGEMENT CO LTD$1.9M1
384Saudi Central Bank$1.9M1
385Quadrature Capital Ltd$1.8M1
386Compound Planning, Inc.$1.8M1
387Spartan Wealth Advisory Services LLC$1.8M1
388Phoenix Wealth Advisors$1.8M1
389Acropolis Investment Management, LLC$1.8M1
390Sterling Capital Management LLC$1.8M1
391Shepherd Financial Partners LLC$1.8M1
392PROFUND ADVISORS LLC$1.7M1
393FIL Ltd$1.7M1
394Stratos Wealth Partners, LTD.$1.7M1
395SYSTEMATIC FINANCIAL MANAGEMENT LP$1.7M1
396TOUNJIAN ADVISORY PARTNERS, LLC$1.7M1
397SAGESPRING WEALTH PARTNERS, LLC$1.7M1
398Allworth Financial LP$1.7M1
399GUIDANCE CAPITAL, INC$1.7M1
400CORDA Investment Management, LLC.$1.7M1
401Meeder Advisory Services, Inc.$1.7M1
402Narwhal Capital Management$1.7M1
403Alessandra Capital Management, LLC$1.7M1
404WealthShield Partners, LLC$1.7M1
405QUADRANT CAPITAL GROUP LLC$1.6M1
406UNIVEST FINANCIAL Corp$1.6M1
407NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.6M1
408TWIN CITY PRIVATE WEALTH, LLC$1.6M1
409COLDSTREAM CAPITAL MANAGEMENT INC$1.6M1
410E. Ohman J:or Asset Management AB$1.6M1
411Empirical Finance, LLC$1.6M1
412BURNEY CO/$1.6M1
413Merit Financial Group, LLC$1.6M1
414Forty-three Eighteen Advisors, LLC$1.5M1
415HighVista Strategies LLC$1.5M1
416ASR Vermogensbeheer N.V.$1.5M1
417Ameritas Advisory Services, LLC$1.5M1
418CAPSTONE INVESTMENT ADVISORS, LLC$1.5M1
419Prospera Financial Services Inc$1.5M1
420ALPS ADVISORS INC$1.5M1
421MARINO, STRAM & ASSOCIATES LLC$1.5M1
422Waverly Advisors, LLC$1.5M1
423Elite Wealth Management, Inc.$1.5M1
424North Dakota State Investment Board$1.5M1
425LMG Wealth Partners, LLC$1.5M1
426Wealthcare Advisory Partners LLC$1.4M1
427Qtron Investments LLC$1.4M1
428Gallo Partners, LP$1.4M1
429MUFG SECURITIES AMERICAS INC.$1.4M1
430WCG Wealth Advisors LLC$1.4M1
431Inspire Advisors, LLC$1.4M1
432SECURIAN ASSET MANAGEMENT, INC$1.4M1
433PARADIGM ASSET MANAGEMENT CO LLC$1.4M1
434Ethos Financial Group, LLC$1.4M1
435Baker Ellis Asset Management LLC$1.3M1
436JACKSON SQUARE CAPITAL, LLC$1.3M1
437RETIREMENT GUYS FORMULA LLC$1.3M1
438Concurrent Investment Advisors, LLC$1.3M1
439EP Wealth Advisors, LLC$1.3M1
440Voya Financial Advisors, Inc.$1.3M1
441Brooklyn Investment Group$1.3M1
442Revisor Wealth Management LLC$1.3M1
443KEYBANK NATIONAL ASSOCIATION/OH$1.3M1
444Mariner, LLC$1.2M1
445Lighthouse Investment Partners, LLC$1.2M1
446Crossmark Global Holdings, Inc.$1.2M1
447Canada Post Corp Registered Pension Plan$1.2M1
448GRIMES & Co WEALTH MANAGEMENT, LLC$1.2M1
449Peterson Wealth Services$1.2M1
450Alamea Verwaltungs GmbH$1.2M1
451Citizens Business Bank$1.2M1
452Brookstone Capital Management$1.2M1
453PLIMOTH TRUST CO LLC$1.2M1
454Odyssean, LLC$1.2M1
455Altshuler Shaham Ltd$1.2M1
456OneDigital Investment Advisors LLC$1.2M1
457DAVENPORT & Co LLC$1.1M1
458SIGNATUREFD, LLC$1.1M1
459DIVERSIFIED MANAGEMENT INC$1.1M1
460Caprock Group, LLC$1.1M1
461Mendel Money Management$1.1M1
462Equitable Holdings, Inc.$1.1M1
463CHOREO, LLC$1.1M1
464NOMURA HOLDINGS INC$1.1M1
465Voleon Capital Management LP$1.1M1
466DRW Securities, LLC$1.1M1
467REGIONS FINANCIAL CORP$1.1M1
468VIAWEALTH, LLC$1.1M1
469NewEdge Wealth, LLC$1.1M1
470Carnegie Investment Counsel$1.1M1
471Private Wealth Partners, LLC$1.1M1
472Vines Capital Management, LLC$1.1M1
473Life Cycle Investment Partners Ltd$1.1M1
474GATEWAY INVESTMENT ADVISERS LLC$1.0M1
475Csenge Advisory Group$1.0M1
476GREENLEAF TRUST$1.0M1
477Vise Technologies, Inc.$1.0M1
478LEVEL FOUR ADVISORY SERVICES, LLC$1.0M1
479Huber Capital Management LLC$1.0M1
480Savant Capital, LLC$1.0M1
481BOWEN HANES & CO INC$1.0M1
482IHT Wealth Management, LLC$983K1
483Arista Wealth Management, LLC$964K1
484B. Metzler seel. Sohn & Co. AG$963K1
485Laird Norton Wetherby Trust Company, LLC$958K1
486DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$942K1
487Parcion Private Wealth LLC$928K1
488Capital Investment Advisors, LLC$924K1
489Apollon Wealth Management, LLC$907K1
490FLAGSHIP HARBOR ADVISORS, LLC$899K1
491Banque Cantonale Vaudoise$895K1
492Engineers Gate Manager LP$891K1
493FLPUTNAM INVESTMENT MANAGEMENT CO$889K1
494TI-TRUST, INC$876K1
495Johnson Financial Group, Inc.$872K1
496OPPENHEIMER & CO INC$869K1
497Keel Point, LLC$863K1
498Hudock, Inc.$860K1
499CWS Financial Advisors, LLC$856K1
500CANANDAIGUA NATIONAL CORP$852K1
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)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 ETR

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for ETR · financials and macro

Financials — as filed PLANNED

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