Public record / Tickers / EW

EW — Edwards Lifesciences Corp

Both disclosure regimes on one name: who in Congress filed about EW, 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
35
all PTR rows naming EW
Members · 12m
2
1 buys · 1 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
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

Jefferson Shreve · $50.0K–$100K

Sale · traded 2025-05-12 → filed 2025-06-22. Ranked over every EW row by the provable lower bound, never a point estimate.

2 members · 1 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.

7 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

7 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. 7 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING EW · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning EW
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2025-12-29Josh Gottheimer D–NJ-5Sale · JT (jointly owned)Traded 11-19 +40d$1K–$15K
2025-06-22Jefferson Shreve R–IN-6SaleTraded 05-12 +41d$50K–$100K
2025-05-12Bruce Westerman R–AR-4SaleTraded 04-21 +21d$1K–$15K
2025-05-08Robert P. Bresnahan, Jr. R–PA-8PurchaseTraded 04-08 +30d$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 35 ↗

Members active in EW

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing EW 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.
Alan Armstrong R–OK1$1.0K to $15.0K2
Josh Gottheimer D–NJ-51−$15.0K to −$1.0K2

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

Congress ↔ notable managers · EW

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
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 · EDWARDS LIFESCIENCES CORP

Merged timeline of congressional filings and notable-manager moves on EW
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Viking Global Investors 13Fnew+1,097,578 sh
2026-05-15Gotham Asset Management 13Fadd+107,374 sh
2026-05-15Bridgewater Associates 13Fadd+95,161 sh

4 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 EW for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$4.2B1
2VANGUARD CAPITAL MANAGEMENT LLC$3.0B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$2.1B1
4STATE STREET CORP$2.1B1
5WELLINGTON MANAGEMENT GROUP LLP$1.8B1
6Bank of New York Mellon Corp$1.3B1
7FMR LLC$1.2B1
8GEODE CAPITAL MANAGEMENT, LLC$1.0B1
9JENNISON ASSOCIATES LLC$1.0B1
10DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$1.0B1
11MORGAN STANLEY$565M1
12BROWN ADVISORY INC$563M1
13DEUTSCHE BANK AG\$485M1
14NORTHERN TRUST CORP$466M1
15UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$437M1
16Artisan Partners Limited Partnership$417M1
17Invesco Ltd.$386M1
18WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST$384M1
19Legal & General Group Plc$356M1
20BANK OF AMERICA CORP /DE/$311M1
21ALLIANCEBERNSTEIN L.P.$296M1
22DIMENSIONAL FUND ADVISORS LP$291M1
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$285M1
24PRIMECAP MANAGEMENT CO/CA/$274M1
25VANGUARD FIDUCIARY TRUST CO$261M1
26JACOBS LEVY EQUITY MANAGEMENT, INC$235M1
27Nuveen, LLC$232M1
28NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$222M1
29Amundi$214M1
30Mirova US LLC$210M1
31UBS Group AG$205M1
32ROYAL BANK OF CANADA$196M1
33RAYMOND JAMES FINANCIAL INC$178M1
34BNP Paribas Asset Management Holding S.A.$169M1
35Allspring Global Investments Holdings, LLC$167M1
36Allianz Asset Management GmbH$158M1
37NORDEA INVESTMENT MANAGEMENT AB$158M1
38AQR CAPITAL MANAGEMENT LLC$157M1
39ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$151M1
40Point72 Asset Management, L.P.$146M1
41MILLENNIUM MANAGEMENT LLC$144M1
42HSBC HOLDINGS PLC$142M1
43Woodline Partners LP$142M1
44CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$137M1
45Swiss National Bank$136M1
46Universal- Beteiligungs- und Servicegesellschaft mbH$115M1
47MANUFACTURERS LIFE INSURANCE COMPANY, THE$112M1
48SEB Asset Management AB$110M1
49Mitsubishi UFJ Asset Management Co., Ltd.$105M1
50Vanguard Global Advisers, LLC$102M1
51Sumitomo Mitsui Trust Group, Inc.$101M1
52Assenagon Asset Management S.A.$101M1
53SEI INVESTMENTS CO$99.2M1
54ORBIMED ADVISORS LLC$98.5M1
55Janus Henderson Group Ltd.$93.3M1
56Man Group plc$91.9M1
57Alyeska Investment Group, L.P.$88.6M1
58VIKING GLOBAL INVESTORS LP$87.9M1
59WELLS FARGO & COMPANY/MN$86.6M1
60BARCLAYS PLC$86.4M1
61TWO SIGMA INVESTMENTS, LP$84.2M1
62Champlain Investment Partners, LLC$82.8M1
63VANGUARD ASSET MANAGEMENT, Ltd$79.7M1
64PARNASSUS INVESTMENTS, LLC$79.7M1
65National Pension Service$79.4M1
66CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$78.2M1
67Empower Advisory Group, LLC$69.4M1
68Bellevue Group AG$67.2M1
69BANK OF MONTREAL /CAN/$66.5M1
70FRANKLIN RESOURCES INC$66.4M1
71SCHRODER INVESTMENT MANAGEMENT GROUP$65.3M1
72Qube Research & Technologies Ltd$63.7M1
73CITIGROUP INC$63.2M1
74TD ASSET MANAGEMENT INC$59.5M1
75Birch Hill Investment Advisors LLC$59.3M1
76Holocene Advisors, LP$59.1M1
77Robeco Institutional Asset Management B.V.$58.1M1
78AMERIPRISE FINANCIAL INC$56.2M1
79PRINCIPAL FINANCIAL GROUP INC$56.1M1
80Seilern Investment Management Ltd$55.3M1
81CANADA PENSION PLAN INVESTMENT BOARD$54.5M1
82NEW YORK STATE COMMON RETIREMENT FUND$53.2M1
83Quantinno Capital Management LP$51.2M1
84Mitsubishi UFJ Trust & Banking Corp$47.8M1
85Nan Shan Life Insurance Co., Ltd.$44.2M1
86Aberdeen Group plc$44.2M1
87Trexquant Investment LP$43.8M1
88PFA Pension, Forsikringsaktieselskab$43.5M1
89DANSKE BANK A/S$42.8M1
90Hudson Bay Capital Management LP$42.6M1
91CITADEL ADVISORS LLC$41.6M1
92STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$40.3M1
93ADAGE CAPITAL PARTNERS GP, L.L.C.$40.2M1
94Triodos Investment Management BV$40.2M1
95Zurcher Kantonalbank (Zurich Cantonalbank)$39.8M1
96United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$37.6M1
97ING GROEP NV$36.2M1
98OFI INVEST ASSET MANAGEMENT$36.1M1
99Korea Investment CORP$36.0M1
100BAILLIE GIFFORD & CO$35.3M1
101AVIVA PLC$35.1M1
102Creative Planning$34.9M1
103NOMURA ASSET MANAGEMENT CO LTD$34.5M1
104Vident Advisory, LLC$33.5M1
105Connor, Clark & Lunn Investment Management Ltd.$32.7M1
106ABN AMRO Bank N.V.$32.3M1
107STOREBRAND ASSET MANAGEMENT AS$31.7M1
108Norinchukin Bank, The$31.6M1
109JANE STREET GROUP, LLC$31.3M1
110APG Asset Management N.V.$31.3M1
111Vontobel Holding Ltd.$28.5M1
112US BANCORP \DE\$28.5M1
113PRUDENTIAL FINANCIAL INC$28.4M1
114LPL Financial LLC$28.3M1
115FIRST TRUST ADVISORS LP$28.2M1
1162Xideas AG$28.2M1
117Pictet Asset Management Holding SA$27.5M1
118ENVESTNET ASSET MANAGEMENT INC$26.6M1
119STATE OF WISCONSIN INVESTMENT BOARD$26.3M1
120BLAIR WILLIAM & CO/IL$25.3M1
121Swedbank AB$24.8M1
122NATIONAL BANK OF CANADA /FI/$24.3M1
123KLP KAPITALFORVALTNING AS$24.3M1
124NATIXIS$23.5M1
125Chevy Chase Trust Holdings, LLC$23.2M1
126Hardman Johnston Global Advisors LLC$23.2M1
127Vanguard Investments Australia, Ltd.$23.1M1
128DnB Asset Management AS$23.1M1
129FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$21.9M1
130WORLDQUANT MILLENNIUM ADVISORS LLC$21.7M1
131Asset Management One Co., Ltd.$21.4M1
132MERCER GLOBAL ADVISORS INC /ADV$20.9M1
133Candriam S.C.A.$20.8M1
134STATE OF MICHIGAN RETIREMENT SYSTEM$20.6M1
135Ensign Peak Advisors, Inc$20.4M1
136PFM Health Sciences, LP$20.4M1
137ROYAL LONDON ASSET MANAGEMENT LTD$20.2M1
138CLIFFORD SWAN INVESTMENT COUNSEL LLC$20.1M1
139GDS Wealth Management$19.8M1
140PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$19.8M1
141Meridiem Capital Partners LP$18.7M1
142Gotham Asset Management, LLC$18.4M1
143CIBC Bancorp USA Inc.$18.0M1
144NISA INVESTMENT ADVISORS, LLC$18.0M1
145ARMISTICE CAPITAL, LLC$18.0M1
146Azimuth Capital Investment Management LLC$17.9M1
147Engineers Gate Manager LP$17.5M1
148ExodusPoint Capital Management, LP$17.2M1
149VICTORY CAPITAL MANAGEMENT INC$17.2M1
150TORONTO DOMINION BANK$17.1M1
151Cerity Partners LLC$16.8M1
152MACKENZIE FINANCIAL CORP$16.7M1
153Resona Asset Management Co.,Ltd.$16.4M1
154Townsend & Associates, Inc$16.3M1
155Epoch Investment Partners, Inc.$16.2M1
156State of New Jersey Common Pension Fund D$16.0M1
157United Asset Strategies, Inc.$15.5M1
158NS Partners Ltd$15.5M1
159Lansforsakringar Fondforvaltning AB (publ)$15.1M1
160Mariner, LLC$14.9M1
161ONTARIO TEACHERS PENSION PLAN BOARD$14.7M1
162STIFEL FINANCIAL CORP$14.7M1
163BLI - Banque de Luxembourg Investments$14.4M1
164WELCH & FORBES LLC$14.4M1
165IEQ CAPITAL, LLC$14.3M1
166Advocacy Wealth Management, LLC$14.3M1
167Sone Capital Management, LLC$14.1M1
168Tredje AP-fonden$14.1M1
169W.G. Shaheen & Associates DBA Whitney & Co$13.9M1
170Steward Partners Investment Advisory, LLC$13.8M1
171Bridgewater Associates, LP$13.8M1
172WEDGEWOOD PARTNERS INC$13.7M1
173Integral Health Asset Management, LLC$13.6M1
174Parkman Healthcare Partners LLC$13.4M1
175Calamos Advisors LLC$13.4M1
176Rhenman & Partners Asset Management AB$13.1M1
177BEESE FULMER INVESTMENT MANAGEMENT, INC.$12.9M1
178CREDIT AGRICOLE S A$12.8M1
179Swiss Life Asset Management Ltd$12.8M1
180Arizona State Retirement System$12.7M1
181Czech National Bank$12.7M1
182Boston Common Asset Management, LLC$12.5M1
183Eurizon Capital SGR S.p.A.$12.3M1
184ABN AMRO INVESTMENT SOLUTIONS$12.3M1
185Beacon Pointe Advisors, LLC$11.8M1
186HighTower Advisors, LLC$11.8M1
187WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD$11.6M1
188Catalio Capital Management, LP$11.6M1
189KENNEDY CAPITAL MANAGEMENT LLC$11.5M1
190MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$11.5M1
191FIFTH THIRD BANCORP$11.4M1
192Daiwa Securities Group Inc.$11.3M1
193GUGGENHEIM CAPITAL LLC$11.3M1
194Baird Financial Group, Inc.$11.2M1
195CIBC Asset Management Inc$11.2M1
196OP Asset Management Ltd$11.0M1
197Fulcrum Capital LLC$11.0M1
198AIA Group Ltd$11.0M1
199MetLife Investment Management, LLC$10.9M1
200COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$10.8M1
201IFM Investors Pty Ltd$10.7M1
202Fisher Asset Management, LLC$10.6M1
203Mirae Asset Global Investments Co., Ltd.$10.6M1
204FARMERS & MERCHANTS INVESTMENTS INC$10.2M1
205USS Investment Management Ltd$10.2M1
206Glenview Trust Co$10.1M1
207Zurich Insurance Group Ltd/FI$10.1M1
208Retirement Systems of Alabama$9.9M1
209TEACHER RETIREMENT SYSTEM OF TEXAS$9.7M1
210SUSQUEHANNA INTERNATIONAL GROUP, LLP$9.6M1
211INVESTMENT HOUSE LLC$9.5M1
212LBP AM SA$9.5M1
213Varma Mutual Pension Insurance Co$9.3M1
214Andra AP-fonden$9.2M1
215COMMONWEALTH EQUITY SERVICES, LLC$9.0M1
216AMERICAN CENTURY COMPANIES INC$9.0M1
217PATTEN & PATTEN INC/TN$8.9M1
218XPONANCE LLC$8.4M1
219Jasper Ridge Partners, L.P.$8.4M1
220Atle Fund Management AB$8.3M1
221Sienna Gestion$8.2M1
222Tidal Investments LLC$8.2M1
223Titan Wealth (CI) Ltd$8.2M1
224HOWE & RUSLING INC$8.1M1
225Federation des caisses Desjardins du Quebec$8.1M1
226CAPITOLIS LIQUID GLOBAL MARKETS LLC$8.0M1
227KORNITZER CAPITAL MANAGEMENT INC /KS$7.8M1
228Choate Investment Advisors$7.8M1
229INTECH INVESTMENT MANAGEMENT LLC$7.6M1
230FIL Ltd$7.6M1
231PUBLIC SECTOR PENSION INVESTMENT BOARD$7.5M1
232Utah Retirement Systems$7.5M1
233HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$7.4M1
234LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$7.4M1
235VOYA INVESTMENT MANAGEMENT LLC$7.3M1
236WORMSER FRERES GESTION$7.3M1
237ProShare Advisors LLC$7.2M1
238MAI Capital Management$7.1M1
239BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$7.1M1
240NEW YORK LIFE INVESTMENT MANAGEMENT LLC$6.9M1
241WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6.9M1
242Vanguard Personalized Indexing Management, LLC$6.9M1
243YOUSIF CAPITAL MANAGEMENT, LLC$6.9M1
244Pathstone Holdings, LLC$6.8M1
245Cetera Investment Advisers$6.7M1
246ASR Vermogensbeheer N.V.$6.7M1
247NEOS Investment Management LLC$6.7M1
248Telos Capital Management, Inc.$6.6M1
249Empowered Funds, LLC$6.6M1
250TD Waterhouse Canada Inc.$6.6M1
251Covea Finance$6.5M1
252BANK OF NOVA SCOTIA$6.5M1
253Rodgers Brothers Inc.$6.5M1
254BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$6.4M1
255EVERETT HARRIS & CO /CA/$6.3M1
256Sumitomo Mitsui DS Asset Management Company, Ltd$6.2M1
257AMG National Trust Bank$6.1M1
258NISSAY ASSET MANAGEMENT CORP /JAPAN$6.1M1
259Baader Bank Aktiengesellschaft$6.0M1
260FACTORY MUTUAL INSURANCE CO$6.0M1
261Elo Mutual Pension Insurance Co$5.8M1
262O'SHAUGHNESSY ASSET MANAGEMENT, LLC$5.7M1
263Bank Julius Baer & Co. Ltd, Zurich$5.7M1
264EQUITABLE TRUST CO$5.6M1
265CWM, LLC$5.5M1
266Avanza Fonder AB$5.4M1
267OREGON PUBLIC EMPLOYEES RETIREMENT FUND$5.3M1
268Kintegral Advisory, LLC$5.1M1
269Generali Asset Management SPA SGR$5.0M1
270Banque Cantonale Vaudoise$5.0M1
271MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$5.0M1
272TOCQUEVILLE ASSET MANAGEMENT L.P.$4.9M1
273SECTOR GAMMA AS$4.8M1
274QRG CAPITAL MANAGEMENT, INC.$4.8M1
275Marble Harbor Investment Counsel, LLC$4.7M1
276Ethic Inc.$4.7M1
277NLB Skladi, upravljanje premozenja, d.o.o.$4.7M1
278MACQUARIE GROUP LTD$4.6M1
279NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.6M1
280Callan Family Office, LLC$4.5M1
281OMERS ADMINISTRATION Corp$4.5M1
282B. Metzler seel. Sohn & Co. AG$4.5M1
283Moors & Cabot, Inc.$4.3M1
284UniSuper Management Pty Ltd$4.3M1
285OPPENHEIMER ASSET MANAGEMENT INC.$4.2M1
286TRUIST FINANCIAL CORP$4.1M1
287TriaGen Wealth Management LLC$4.0M1
288Weaver Consulting Group$3.8M1
289BURNEY CO/$3.8M1
290HOHIMER WEALTH MANAGEMENT, LLC$3.8M1
291MONTAG A & ASSOCIATES INC$3.7M1
292Rafferty Asset Management, LLC$3.6M1
293Jefferies Financial Group Inc.$3.6M1
294MISSION WEALTH MANAGEMENT, LP$3.4M1
295CAISSE DES DEPOTS ET CONSIGNATIONS$3.4M1
296LGT Group Foundation$3.4M1
297Investment Management Corp of Ontario$3.3M1
298OSAIC HOLDINGS, INC.$3.3M1
299UNITED CAPITAL FINANCIAL ADVISORS, LLC$3.3M1
300BAMCO INC /NY/$3.3M1
301Meiji Yasuda Asset Management Co Ltd.$3.2M1
302Kingsview Wealth Management, LLC$3.2M1
303Abacus Planning Group, Inc.$3.2M1
304Allworth Financial LP$3.2M1
305Illinois Municipal Retirement Fund$3.2M1
306BAXTER BROS INC$3.2M1
307OPPENHEIMER & CO INC$3.2M1
308EP Wealth Advisors, LLC$3.1M1
309World Investment Advisors$3.1M1
310KEYBANK NATIONAL ASSOCIATION/OH$3.1M1
311FIRST NATIONAL BANK OF OMAHA$3.1M1
312Oak Thistle LLC$3.0M1
313Crossmark Global Holdings, Inc.$2.9M1
314Wealthfront Advisers LLC$2.9M1
315First National Advisers, LLC$2.9M1
316Spectrum Asset Management, Inc. (NB/CA)$2.9M1
317Financial Advisors Network, Inc.$2.9M1
318Lido Advisors, LLC$2.8M1
319Sequoia Financial Advisors, LLC$2.8M1
320MIZUHO SECURITIES USA LLC$2.8M1
321HANCOCK WHITNEY CORP$2.8M1
322M&T BANK CORP$2.7M1
323Rockefeller Capital Management L.P.$2.7M1
324Van Hulzen Asset Management, LLC$2.7M1
325Palo Alto Investors LP$2.7M1
326Waverly Advisors, LLC$2.7M1
327COMMERCE BANK$2.7M1
328CIBC WORLD MARKET INC.$2.7M1
329Mediolanum International Funds Ltd$2.7M1
330HARTFORD INVESTMENT MANAGEMENT CO$2.7M1
331Comprehensive Financial Consultants Institutional, Inc.$2.7M1
332Brevan Howard Capital Management LP$2.7M1
333NWAM LLC$2.6M1
334EDMOND DE ROTHSCHILD HOLDING S.A.$2.6M1
335Pinnacle Financial Partners, Inc.$2.6M1
336DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$2.6M1
337Concurrent Investment Advisors, LLC$2.6M1
338Banque Transatlantique SA$2.6M1
339LMR Partners LLP$2.5M1
340Intesa Sanpaolo S.p.A.$2.5M1
341HOWLAND CAPITAL MANAGEMENT LLC$2.5M1
342Citizens Business Bank$2.5M1
343Hixon Zuercher, LLC$2.5M1
344J. Safra Sarasin Holding AG$2.5M1
345Summit Trail Advisors, LLC$2.4M1
346MGO ONE SEVEN LLC$2.4M1
347REGIONS FINANCIAL CORP$2.4M1
348Midwest Professional Planners, LTD.$2.4M1
349Inscription Capital, LLC$2.4M1
350Northwest & Ethical Investments L.P.$2.3M1
351STEMPOINT CAPITAL LP$2.3M1
352OLD NATIONAL BANCORP /IN/$2.3M1
353RENAISSANCE TECHNOLOGIES LLC$2.3M1
354HB Wealth Management, LLC$2.3M1
355Rock Springs Capital Management LP$2.3M1
356Maryland State Retirement & Pension System$2.3M1
357Advisors Asset Management, Inc.$2.3M1
358Chesley Taft & Associates LLC$2.3M1
359Merit Financial Group, LLC$2.2M1
360Ducere Wealth Management LLC$2.2M1
361WealthShield Partners, LLC$2.2M1
362Radnor Capital Management, LLC$2.2M1
363AG2R LA MONDIALE GESTION D'ACTIFS$2.1M1
364Martin Capital Advisors, LLP$2.1M1
365PITTENGER & ANDERSON INC$2.1M1
366Metis Global Partners, LLC$2.1M1
367Future Fund LLC$2.1M1
368Fairtree Asset Management (Pty) Ltd$2.0M1
369MEYER HANDELMAN CO$2.0M1
370BRIGHT ROCK CAPITAL MANAGEMENT, LLC$2.0M1
371LAZARD ASSET MANAGEMENT LLC$2.0M1
372&PARTNERS$2.0M1
373SITTNER & NELSON, LLC$1.9M1
374Robbins Farley$1.9M1
375OSSIAM$1.9M1
376CALIBER WEALTH MANAGEMENT, LLC / KS$1.9M1
377MUFG Securities EMEA plc$1.9M1
378Oak Harvest Investment Services$1.9M1
379Phoenix Financial Ltd.$1.9M1
380Laird Norton Wetherby Trust Company, LLC$1.9M1
381Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$1.9M1
382Virtus Investment Advisers, LLC$1.8M1
383Dai-ichi Life Insurance Company, Ltd$1.8M1
384QUADRANT CAPITAL GROUP LLC$1.8M1
385Corient Private Wealth LLC$1.8M1
386Independent Advisor Alliance$1.8M1
387BANQUE PICTET & CIE SA$1.8M1
388Farringdon Capital, Ltd.$1.7M1
389TEMA ETFS LLC$1.7M1
390Private Advisor Group, LLC$1.7M1
391MML INVESTORS SERVICES, LLC$1.7M1
392Orion Porfolio Solutions, LLC$1.7M1
393Saudi Central Bank$1.7M1
394Maridea Wealth Management LLC$1.7M1
395MASTERINVEST Kapitalanlage GmbH$1.7M1
396Empirical Finance, LLC$1.6M1
397Bank Pictet & Cie (Europe) AG$1.6M1
398Diversified Trust Co$1.6M1
399TOKIO MARINE ASSET MANAGEMENT CO LTD$1.6M1
400DF DENT & CO INC$1.5M1
401Grantham, Mayo, Van Otterloo & Co. LLC$1.5M1
402DE BURLO GROUP INC$1.5M1
403Chicago Capital, LLC$1.5M1
404SUVRETTA CAPITAL MANAGEMENT, LLC$1.5M1
405MCCARTER PRIVATE WEALTH SERVICES LLC$1.5M1
406ALLIANZ SE$1.5M1
407NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.5M1
408FIRST NATIONAL TRUST CO$1.5M1
409Addison Advisors LLC$1.4M1
410Meiji Yasuda Life Insurance Co$1.4M1
411TRUSTMARK BANK TRUST DEPARTMENT$1.4M1
412Rossmore Private Capital$1.4M1
413180 WEALTH ADVISORS, LLC$1.4M1
414CHOREO, LLC$1.4M1
415SECTORAL ASSET MANAGEMENT INC$1.4M1
416Skandinaviska Enskilda Banken AB (publ)$1.3M1
417GROUPAMA ASSET MANAGMENT$1.3M1
418North Dakota State Investment Board$1.3M1
419Waterfront Wealth Inc.$1.3M1
420SMITHBRIDGE ASSET MANAGEMENT INC/DE$1.3M1
421Ledyard National Bank$1.3M1
422MUFG SECURITIES AMERICAS INC.$1.3M1
423FOX RUN MANAGEMENT, L.L.C.$1.3M1
424NorthRock Partners, LLC$1.3M1
425CI INVESTMENTS INC.$1.3M1
426Dynamic Advisor Solutions LLC$1.3M1
427SECURIAN ASSET MANAGEMENT, INC$1.3M1
428Savant Capital, LLC$1.3M1
429Squarepoint Ops LLC$1.2M1
430INSPIRION WEALTH ADVISORS, LLC$1.2M1
431EADS & HEALD WEALTH MANAGEMENT$1.2M1
432INTRUST BANK NA$1.1M1
433Stonehage Fleming Financial Services Holdings Ltd$1.1M1
434BRADLEY FOSTER & SARGENT INC/CT$1.1M1
435Stratos Wealth Partners, LTD.$1.1M1
436ARGENT CAPITAL MANAGEMENT LLC$1.1M1
437Simplify Asset Management Inc.$1.1M1
438GREAT LAKES ADVISORS, LLC$1.1M1
439Wedmont Private Capital$1.1M1
440DEERFIELD MANAGEMENT COMPANY, L.P.$1.1M1
441Cove Private Wealth, LLC$1.1M1
442CHESAPEAKE CAPITAL CORP /IL/$1.1M1
443SHELTON WEALTH MANAGEMENT, LLC$1.1M1
444COLDSTREAM CAPITAL MANAGEMENT INC$1.1M1
445GATEWAY INVESTMENT ADVISERS LLC$1.1M1
446Atria Investments, Inc$1.1M1
447AXA S.A.$1.0M1
448Focus Partners Advisor Solutions, LLC$1.0M1
449Ally Financial Inc.$1.0M1
450Curi Capital, LLC$1.0M1
451CULLINAN ASSOCIATES INC$1.0M1
452WADDELL & ASSOCIATES, LLC$992K1
453Inspire Advisors, LLC$987K1
454Vestmark Advisory Solutions, Inc.$984K1
455BAILARD, INC.$984K1
456Octavia Wealth Advisors, LLC$975K1
457BOK Financial Private Wealth, Inc.$968K1
458Atlantic Union Bankshares Corp$966K1
459Kestra Advisory Services, LLC$963K1
460EXCHANGE TRADED CONCEPTS, LLC$958K1
461BankPlus Trust Department$951K1
462PRUDENTIAL PLC$936K1
463Partners in Financial Planning$928K1
464SAGESPRING WEALTH PARTNERS, LLC$921K1
465D.A. DAVIDSON & CO.$914K1
466GKV Capital Management Co., Inc.$908K1
467ELEVATION POINT WEALTH PARTNERS, LLC$907K1
468FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$901K1
469Linden Thomas Advisory Services, LLC$896K1
470MONETA GROUP INVESTMENT ADVISORS LLC$895K1
471Siemens Fonds Invest GmbH$894K1
472CHICAGO TRUST Co NA$894K1
473Invera Wealth Advisors, LLC$891K1
474Chicago Partners Investment Group LLC$885K1
475J.W. COLE ADVISORS, INC.$873K1
476Blue Trust, Inc.$866K1
477Bleakley Financial Group, LLC$864K1
478Meeder Advisory Services, Inc.$857K1
479Argentarii, LLC$855K1
480FIDUCIARY TRUST CO$854K1
481CONWAY CAPITAL MANAGEMENT, INC.$852K1
482Wealthspire Advisors, LLC$843K1
483KELLY LAWRENCE W & ASSOCIATES INC/CA$843K1
484Cresset Asset Management, LLC$836K1
485Ignite Planners, LLC$830K1
486Suncoast Equity Management$828K1
487Equitable Holdings, Inc.$825K1
488Legacy Wealth Asset Management, LLC$822K1
4891ST SOURCE BANK$820K1
49017 CAPITAL PARTNERS, LLC$804K1
491Plato Investment Management Ltd$803K1
492BALYASNY ASSET MANAGEMENT L.P.$801K1
493SIGNATUREFD, LLC$799K1
494Malaga Cove Capital, LLC$793K1
495Apollon Wealth Management, LLC$791K1
496ARTHUR M. COHEN & ASSOCIATES, LLC$790K1
497MAGNOLIA CAPITAL ADVISORS LLC$788K1
498Objective Capital Management, LLC$784K1
499SCOTIA CAPITAL INC.$776K1
500Penobscot Investment Management Company, Inc.$772K1
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 / 1 sell
Congress net ($ bound)−$14.0K to $14.0K
Filers net (actions)not in build
Filers net ($ 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 EW

RETAINED WINDOW · ACTIVE HITS
Signal hits naming EW
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for EW · financials and macro

Financials — as filed PLANNED

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