Public record / Tickers / EXC

EXC — EXELON CORP

Both disclosure regimes on one name: who in Congress filed about EXC, 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
26
all PTR rows naming EXC
Members · 12m
2
2 buys · 2 sells · by trade date
Latest PTR
11-21
filed 2025-11-21
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

John Hoeven · $50.0K–$100K

Purchase · traded 2019-11-04 → filed 2019-11-20. Ranked over every EXC row by the provable lower bound, never a point estimate.

2 members · 2 buys / 2 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

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 EXC · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning EXC
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-10-20Marjorie Taylor Greene R–GA-14PurchaseTraded 10-15 +5d$1K–$15K
2025-08-29Marjorie Taylor Greene R–GA-14PurchaseTraded 08-28 +1d$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 26 ↗

Members active in EXC

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing EXC 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.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
Marjorie Taylor Greene R–GA-141$1.0K to $15.0K

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

Congress ↔ notable managers · EXC

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 Caxton Associates $1.1M held

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

Merged timeline of congressional filings and notable-manager moves on EXC
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Ftrim−154,083 sh
2026-05-15Soros Fund Management 13Ftrim−518,072 sh
2026-05-15Bridgewater Associates 13Ftrim−2,886 sh
2026-05-14Caxton Associates 13Fadd+5,203 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 EXC for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$5.5B1
2STATE STREET CORP$3.3B1
3VANGUARD CAPITAL MANAGEMENT LLC$3.2B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$2.7B1
5Capital World Investors$2.0B1
6GEODE CAPITAL MANAGEMENT, LLC$1.6B1
7LAZARD ASSET MANAGEMENT LLC$1.2B1
8FMR LLC$1.1B1
9GQG Partners LLC$1.1B1
10WELLINGTON MANAGEMENT GROUP LLP$1.0B1
11DEUTSCHE BANK AG\$964M1
12Invesco Ltd.$783M1
13MORGAN STANLEY$781M1
14Capital International Investors$752M1
15NORTHERN TRUST CORP$719M1
16UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$658M1
17Legal & General Group Plc$646M1
18Bank of New York Mellon Corp$628M1
19Amundi$509M1
20NORDEA INVESTMENT MANAGEMENT AB$499M1
21HSBC HOLDINGS PLC$412M1
22FIL Ltd$367M1
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$349M1
24BANK OF AMERICA CORP /DE/$311M1
25FRANKLIN RESOURCES INC$293M1
26VANGUARD FIDUCIARY TRUST CO$282M1
27UBS Group AG$273M1
28BNP Paribas Asset Management Holding S.A.$245M1
29ROYAL BANK OF CANADA$240M1
30CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$239M1
31CANADA PENSION PLAN INVESTMENT BOARD$219M1
32Nuveen, LLC$216M1
33Allianz Asset Management GmbH$206M1
34DIMENSIONAL FUND ADVISORS LP$185M1
35ANTIPODES PARTNERS Ltd$184M1
36AMERIPRISE FINANCIAL INC$183M1
37BARCLAYS PLC$180M1
38FIRST TRUST ADVISORS LP$178M1
39Robeco Institutional Asset Management B.V.$164M1
40Capital Research Global Investors$162M1
41CITADEL ADVISORS LLC$160M1
42PANAGORA ASSET MANAGEMENT INC$158M1
43Swedbank AB$153M1
44AQR CAPITAL MANAGEMENT LLC$148M1
45Swiss National Bank$145M1
46CITIGROUP INC$144M1
47BANK OF MONTREAL /CAN/$136M1
48PFA Pension, Forsikringsaktieselskab$131M1
49Sumitomo Mitsui Trust Group, Inc.$124M1
50SEI INVESTMENTS CO$124M1
51VICTORY CAPITAL MANAGEMENT INC$117M1
52Mitsubishi UFJ Asset Management Co., Ltd.$117M1
53Vanguard Global Advisers, LLC$113M1
54RAYMOND JAMES FINANCIAL INC$109M1
55JENNISON ASSOCIATES LLC$105M1
56VANGUARD ASSET MANAGEMENT, Ltd$100M1
57Candriam S.C.A.$98.1M1
58WELLS FARGO & COMPANY/MN$95.9M1
59NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$95.5M1
60FEDERATED HERMES, INC.$92.6M1
61COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$88.1M1
62AVIVA PLC$85.8M1
63National Pension Service$81.9M1
64MIZUHO MARKETS AMERICAS LLC$81.1M1
65RWC Asset Management LLP$80.3M1
66M&G Plc$77.9M1
67ProShare Advisors LLC$77.0M1
68J. Safra Sarasin Holding AG$68.3M1
69Quantinno Capital Management LP$65.7M1
70TD ASSET MANAGEMENT INC$65.0M1
71Universal- Beteiligungs- und Servicegesellschaft mbH$64.3M1
72Squarepoint Ops LLC$63.8M1
73Aberdeen Group plc$61.5M1
74PRINCIPAL FINANCIAL GROUP INC$61.1M1
75JUPITER ASSET MANAGEMENT LTD$61.1M1
76Man Group plc$60.0M1
77REGIONS FINANCIAL CORP$57.3M1
78SCHRODER INVESTMENT MANAGEMENT GROUP$56.0M1
79DANSKE BANK A/S$55.6M1
80MANUFACTURERS LIFE INSURANCE COMPANY, THE$54.8M1
81Magellan Asset Management Ltd$53.6M1
82ALLIANCEBERNSTEIN L.P.$52.2M1
83MASSACHUSETTS FINANCIAL SERVICES CO /MA/$51.8M1
84Vanguard Investments Australia, Ltd.$49.7M1
85ROYAL LONDON ASSET MANAGEMENT LTD$49.5M1
86MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$49.3M1
87Maryland State Retirement & Pension System$47.7M1
88Retirement Systems of Alabama$45.3M1
89WORLDQUANT MILLENNIUM ADVISORS LLC$44.9M1
90Qube Research & Technologies Ltd$44.0M1
91STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$43.9M1
92Korea Investment CORP$41.0M1
93Zurcher Kantonalbank (Zurich Cantonalbank)$39.5M1
94NOMURA ASSET MANAGEMENT CO LTD$38.2M1
95FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$37.9M1
96NEW YORK STATE COMMON RETIREMENT FUND$36.9M1
97AMF Tjanstepension AB$36.4M1
98MACKENZIE FINANCIAL CORP$36.2M1
99AMERICAN CENTURY COMPANIES INC$35.8M1
100Ensign Peak Advisors, Inc$35.4M1
101STOREBRAND ASSET MANAGEMENT AS$34.7M1
102NEOS Investment Management LLC$33.4M1
103MACQUARIE GROUP LTD$33.3M1
104Mirae Asset Global Investments Co., Ltd.$32.1M1
105APG Asset Management N.V.$31.4M1
106KLP KAPITALFORVALTNING AS$30.9M1
107LPL Financial LLC$29.7M1
108NATIONAL BANK OF CANADA /FI/$29.1M1
109Eurizon Capital SGR S.p.A.$28.9M1
110GLENMEDE TRUST CO NA$28.8M1
111Asset Management One Co., Ltd.$28.6M1
112STATE OF WISCONSIN INVESTMENT BOARD$26.5M1
113DnB Asset Management AS$26.3M1
114Arbejdsmarkedets Tillaegspension$26.3M1
115Investment Management Corp of Ontario$26.1M1
116Corient Private Wealth LLC$26.1M1
117Pictet Asset Management Holding SA$26.0M1
118MARTINGALE ASSET MANAGEMENT L P$25.1M1
119VOYA INVESTMENT MANAGEMENT LLC$25.1M1
120Chevy Chase Trust Holdings, LLC$24.7M1
121AE Wealth Management LLC$24.6M1
122Capital International, Inc./CA/$24.4M1
123PRUDENTIAL PLC$24.0M1
124Mitsubishi UFJ Trust & Banking Corp$22.7M1
125Creative Planning$22.7M1
126WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$21.6M1
127HEARTLAND ADVISORS INC$21.4M1
128Cerity Partners LLC$21.3M1
129CIBC Asset Management Inc$20.9M1
130Daiwa Securities Group Inc.$20.6M1
131Trexquant Investment LP$20.0M1
132ENVESTNET ASSET MANAGEMENT INC$19.3M1
133Swiss Life Asset Management Ltd$18.7M1
134Gotham Asset Management, LLC$18.5M1
135Lansforsakringar Fondforvaltning AB (publ)$18.4M1
136Tredje AP-fonden$18.3M1
137Zurich Insurance Group Ltd/FI$18.2M1
138GUGGENHEIM CAPITAL LLC$18.0M1
139Ethic Inc.$17.6M1
140Wealthfront Advisers LLC$17.5M1
141Federation des caisses Desjardins du Quebec$17.3M1
142PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$17.1M1
143State of New Jersey Common Pension Fund D$16.7M1
144IFM Investors Pty Ltd$16.6M1
145Cetera Investment Advisers$16.4M1
146HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$16.3M1
147TORONTO DOMINION BANK$16.1M1
148Rafferty Asset Management, LLC$16.1M1
149Calamos Advisors LLC$16.0M1
150Resona Asset Management Co.,Ltd.$15.8M1
151Illinois Municipal Retirement Fund$15.7M1
152QRG CAPITAL MANAGEMENT, INC.$15.4M1
153Lombard Odier Asset Management (Switzerland) SA$15.2M1
154CREDIT AGRICOLE S A$15.2M1
155FIFTH THIRD BANCORP$15.1M1
156Varma Mutual Pension Insurance Co$15.1M1
157COMMONWEALTH EQUITY SERVICES, LLC$14.9M1
158Alyeska Investment Group, L.P.$14.3M1
159PUBLIC SECTOR PENSION INVESTMENT BOARD$14.3M1
160FIRST CITIZENS BANK & TRUST CO$14.0M1
161STATE OF MICHIGAN RETIREMENT SYSTEM$14.0M1
162NISSAY ASSET MANAGEMENT CORP /JAPAN$14.0M1
163Envestnet Portfolio Solutions, Inc.$13.9M1
164HighTower Advisors, LLC$13.9M1
165INTECH INVESTMENT MANAGEMENT LLC$13.8M1
166Czech National Bank$13.7M1
167ASR Vermogensbeheer N.V.$13.6M1
168Arizona State Retirement System$13.6M1
169Van Hulzen Asset Management, LLC$13.3M1
170Edgestream Partners, L.P.$12.1M1
171OSAIC HOLDINGS, INC.$11.9M1
172NorthCrest Asset Manangement, LLC$11.9M1
173Vinva Investment Management Ltd$11.9M1
174MetLife Investment Management, LLC$11.7M1
175Allspring Global Investments Holdings, LLC$11.1M1
176CIBC Bancorp USA Inc.$10.7M1
177Voleon Capital Management LP$10.7M1
178BAILLIE GIFFORD & CO$10.7M1
179SUSQUEHANNA INTERNATIONAL GROUP, LLP$10.7M1
180Fisher Funds Management LTD$10.6M1
181Assenagon Asset Management S.A.$10.6M1
182Rakuten Investment Management, Inc.$10.4M1
183NISA INVESTMENT ADVISORS, LLC$10.3M1
184B. Metzler seel. Sohn & Co. AG$10.2M1
185Rockefeller Capital Management L.P.$10.0M1
186XPONANCE LLC$10.0M1
187MERCER GLOBAL ADVISORS INC /ADV$9.9M1
188Mediolanum International Funds Ltd$9.8M1
189Woodline Partners LP$9.8M1
190Energy Income Partners, LLC$9.0M1
191DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$8.9M1
192Cresset Asset Management, LLC$8.9M1
193TEACHER RETIREMENT SYSTEM OF TEXAS$8.8M1
194ALLIANZ SE$8.7M1
195Janus Henderson Group Ltd.$8.6M1
196Elo Mutual Pension Insurance Co$8.6M1
197O'SHAUGHNESSY ASSET MANAGEMENT, LLC$8.4M1
198USS Investment Management Ltd$8.1M1
199Utah Retirement Systems$8.0M1
200Foresight Group Ltd Liability Partnership$8.0M1
201Vanguard Personalized Indexing Management, LLC$8.0M1
202Qsemble Capital Management, LP$7.9M1
203US BANCORP \DE\$7.7M1
204NEW YORK LIFE INVESTMENT MANAGEMENT LLC$7.5M1
205COMMERCE BANK$7.4M1
206BANK OF NOVA SCOTIA$7.4M1
207Northwest & Ethical Investments L.P.$7.3M1
208Mariner, LLC$7.3M1
209YOUSIF CAPITAL MANAGEMENT, LLC$7.2M1
210Grantham, Mayo, Van Otterloo & Co. LLC$7.2M1
211Sumitomo Mitsui DS Asset Management Company, Ltd$7.2M1
212Kestra Advisory Services, LLC$7.1M1
213Metis Global Partners, LLC$6.9M1
214Capital Wealth Planning, LLC$6.8M1
215BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$6.8M1
216Te Ahumairangi Investment Management Ltd$6.7M1
217ABN AMRO INVESTMENT SOLUTIONS$6.6M1
218STIFEL FINANCIAL CORP$6.3M1
219SHELTON CAPITAL MANAGEMENT$6.3M1
220SIR Capital Management, L.P.$6.3M1
221New Age Alpha Advisors, LLC$6.3M1
222HENNESSY ADVISORS INC$6.2M1
223NEW ENGLAND ASSET MANAGEMENT INC$6.1M1
224Avanza Fonder AB$6.0M1
225Focus Partners Wealth$5.9M1
226Pathstone Holdings, LLC$5.8M1
227CAISSE DES DEPOTS ET CONSIGNATIONS$5.8M1
228OREGON PUBLIC EMPLOYEES RETIREMENT FUND$5.7M1
229Johnson Financial Group, Inc.$5.7M1
230CIBC WORLD MARKET INC.$5.6M1
231NATIXIS$5.5M1
232Norinchukin Bank, The$5.5M1
233Advisors Asset Management, Inc.$5.4M1
234INTACT INVESTMENT MANAGEMENT INC.$5.4M1
235WASATCH ADVISORS LP$5.4M1
236Trinity Legacy Partners, LLC$5.4M1
237OP Asset Management Ltd$5.4M1
238MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$5.3M1
239MML INVESTORS SERVICES, LLC$5.3M1
240Kepler Cheuvreux (Suisse) SA$5.2M1
241SOROS FUND MANAGEMENT LLC$5.1M1
242PROFUND ADVISORS LLC$4.9M1
243American Assets Investment Management, LLC$4.9M1
244LBP AM SA$4.8M1
245CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$4.8M1
246MIDDLETON & CO INC/MA$4.8M1
247FLPUTNAM INVESTMENT MANAGEMENT CO$4.7M1
248M&T BANK CORP$4.7M1
249Generali Asset Management SPA SGR$4.6M1
250AGF MANAGEMENT LTD$4.5M1
251UniSuper Management Pty Ltd$4.5M1
252Tower Research Capital LLC (TRC)$4.5M1
253NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.1M1
254NewEdge Advisors, LLC$3.9M1
255Private Advisor Group, LLC$3.9M1
256Sterling Capital Management LLC$3.7M1
257Susquehanna Portfolio Strategies, LLC$3.7M1
258TD Waterhouse Canada Inc.$3.6M1
259JANE STREET GROUP, LLC$3.5M1
260Tidal Investments LLC$3.4M1
261&PARTNERS$3.4M1
262JAMISON PRIVATE WEALTH MANAGEMENT, INC.$3.4M1
263Pekin Hardy Strauss, Inc.$3.3M1
264Banque Cantonale Vaudoise$3.2M1
265AG2R LA MONDIALE GESTION D'ACTIFS$3.2M1
266TRUIST FINANCIAL CORP$3.2M1
267Caprock Group, LLC$3.1M1
268Brookstone Capital Management$3.1M1
269Hennion & Walsh Asset Management, Inc.$3.1M1
270Plato Investment Management Ltd$3.0M1
271MIZUHO SECURITIES USA LLC$3.0M1
272Abundance Wealth Counselors$3.0M1
273United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$2.9M1
274Lido Advisors, LLC$2.9M1
275Stratos Investment Management, LLC$2.9M1
276HARTFORD INVESTMENT MANAGEMENT CO$2.8M1
277Empowered Funds, LLC$2.8M1
278BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2.8M1
279Crossmark Global Holdings, Inc.$2.8M1
280D. E. Shaw & Co., Inc.$2.8M1
281Empire Financial Management Company, LLC$2.8M1
282EDMOND DE ROTHSCHILD HOLDING S.A.$2.7M1
283OPUS INVESTMENT MANAGEMENT INC$2.7M1
284CI INVESTMENTS INC.$2.7M1
285Sequoia Financial Advisors, LLC$2.7M1
286Midwest Trust Co$2.7M1
287J.W. COLE ADVISORS, INC.$2.7M1
288Principle Wealth Partners LLC$2.5M1
289Baird Financial Group, Inc.$2.5M1
290OMERS ADMINISTRATION Corp$2.5M1
291Summit Trail Advisors, LLC$2.5M1
292Richard Bernstein Advisors LLC$2.5M1
293Mesirow Financial Investment Management, Inc.$2.5M1
294MILLENNIUM MANAGEMENT LLC$2.4M1
295BLAIR WILLIAM & CO/IL$2.3M1
296WealthTrust Axiom LLC$2.3M1
297TOKIO MARINE ASSET MANAGEMENT CO LTD$2.3M1
298CWM, LLC$2.3M1
299Triasima Portfolio Management inc.$2.3M1
300Ledyard National Bank$2.3M1
301NOMURA HOLDINGS INC$2.3M1
302Ameritas Investment Partners, Inc.$2.3M1
303Vident Advisory, LLC$2.3M1
304BROWN ADVISORY INC$2.2M1
305Ascent Group, LLC$2.2M1
306Howard Capital Management, LLC$2.2M1
307IEQ CAPITAL, LLC$2.2M1
308DC Investments Management, LLC$2.2M1
309Essex LLC$2.1M1
310E. Ohman J:or Asset Management AB$2.1M1
311MAI Capital Management$2.1M1
312Vise Technologies, Inc.$2.1M1
313MUFG Securities EMEA plc$2.1M1
314HB Wealth Management, LLC$2.1M1
315Dai-ichi Life Insurance Company, Ltd$2.0M1
316Sompo Asset Management Co., Ltd.$2.0M1
317Providence Wealth Advisors, LLC$2.0M1
318Bragg Financial Advisors, Inc$2.0M1
319Osmosis Investment Management UK Ltd$1.9M1
320Savant Capital, LLC$1.9M1
321Leo Wealth, LLC$1.9M1
322Atria Investments, Inc$1.9M1
323AlphaStar Capital Management, LLC$1.9M1
324COLDSTREAM CAPITAL MANAGEMENT INC$1.8M1
325Argyle Capital Management, LLC$1.8M1
326RIA Advisory Group LLC$1.8M1
327Saudi Central Bank$1.8M1
328Ethos Capital Management, Inc.$1.8M1
329WESTPAC BANKING CORP$1.8M1
330Narwhal Capital Management$1.8M1
331E Fund Management Co., Ltd.$1.8M1
332Sargent Investment Group, LLC$1.8M1
333Board of the Pension Protection Fund$1.8M1
334OFI INVEST ASSET MANAGEMENT$1.8M1
335GREAT LAKES ADVISORS, LLC$1.7M1
336OSSIAM$1.7M1
337StoneX Group Inc.$1.7M1
338Pinnacle Financial Partners, Inc.$1.7M1
339TRUST CO OF TOLEDO NA /OH/$1.7M1
340Empirical Finance, LLC$1.6M1
341Siemens Fonds Invest GmbH$1.6M1
342Merit Financial Group, LLC$1.6M1
343NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.6M1
344Laird Norton Wetherby Trust Company, LLC$1.6M1
345Allworth Financial LP$1.6M1
346Iowa State Bank$1.6M1
347Wealthcare Advisory Partners LLC$1.6M1
348PICTON MAHONEY ASSET MANAGEMENT$1.6M1
349PRINCIPAL SECURITIES, INC.$1.6M1
350Generali Investments CEE, investicni spolecnost, a.s.$1.5M1
351KEYBANK NATIONAL ASSOCIATION/OH$1.5M1
352Harrison Street Private Wealth LLC$1.5M1
353Advanced Asset Management Advisors Inc$1.5M1
354Sanctuary Advisors, LLC$1.5M1
355UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.5M1
356Steward Partners Investment Advisory, LLC$1.5M1
357Apollon Wealth Management, LLC$1.5M1
358North Dakota State Investment Board$1.4M1
359Uncommon Cents Investing LLC$1.4M1
360Chicago Partners Investment Group LLC$1.4M1
361VestGen Advisors, LLC$1.4M1
362Measured Wealth Private Client Group, LLC$1.4M1
363HANCOCK WHITNEY CORP$1.4M1
364MUFG SECURITIES AMERICAS INC.$1.4M1
365AFFINITY INVESTMENT ADVISORS, LLC$1.4M1
366CHOREO, LLC$1.4M1
367SECURIAN ASSET MANAGEMENT, INC$1.4M1
368Prosperity Consulting Group, LLC$1.3M1
369ALPS ADVISORS INC$1.3M1
370INTRUST BANK NA$1.3M1
371Perigon Wealth Management, LLC$1.3M1
372MGO ONE SEVEN LLC$1.3M1
373Samjo Management, LLC$1.3M1
374QUADRANT CAPITAL GROUP LLC$1.3M1
375Quadrature Capital Ltd$1.3M1
376Wealthspire Advisors, LLC$1.3M1
377Kingsview Wealth Management, LLC$1.3M1
378Aurora Investment Counsel$1.3M1
379ING GROEP NV$1.2M1
380RWA WEALTH PARTNERS, LLC$1.2M1
381Qtron Investments LLC$1.2M1
382Parallax Volatility Advisers, L.P.$1.2M1
383MASTERINVEST Kapitalanlage GmbH$1.2M1
384EntryPoint Capital, LLC$1.2M1
385Capula Management Ltd$1.2M1
386EXCHANGE TRADED CONCEPTS, LLC$1.2M1
387Point Windward Advisors Inc.$1.2M1
388GREAT VALLEY ADVISOR GROUP, INC.$1.2M1
389TOUNJIAN ADVISORY PARTNERS, LLC$1.2M1
390D.A. DAVIDSON & CO.$1.2M1
391Waverly Advisors, LLC$1.2M1
392BAILARD, INC.$1.2M1
393HBK Sorce Advisory LLC$1.2M1
394McKinney Capital Management, LLC$1.2M1
395Etesian Wealth Advisors, Inc.$1.2M1
396Frank, Rimerman Advisors LLC$1.1M1
397Orion Porfolio Solutions, LLC$1.1M1
398Odyssean, LLC$1.1M1
399Sienna Gestion$1.1M1
400Meeder Advisory Services, Inc.$1.1M1
401Radnor Capital Management, LLC$1.1M1
402Modern Wealth Management, LLC$1.1M1
403Gerald Baker Financial Group LLC$1.1M1
404CITIZENS FINANCIAL GROUP INC/RI$1.1M1
405FRG Family Wealth Advisors LLC$1.1M1
406CAXTON ASSOCIATES LLP$1.1M1
407Stenger Family Office, LLC$1.1M1
408World Investment Advisors$1.0M1
409Global Financial Private Client, LLC$1.0M1
410Clearstead Advisors, LLC$1.0M1
411Brooklyn Investment Group$1.0M1
412Equitable Holdings, Inc.$999K1
413Sowell Financial Services LLC$995K1
414Ballentine Partners, LLC$994K1
415GREENLEAF TRUST$990K1
416one8zero8, LLC$988K1
417Aaron Wealth Advisors LLC$988K1
418GROUPAMA ASSET MANAGMENT$986K1
419Ashton Thomas Private Wealth, LLC$986K1
420Beacon Pointe Advisors, LLC$950K1
421BALYASNY ASSET MANAGEMENT L.P.$948K1
422OPPENHEIMER & CO INC$939K1
423Jacobi Capital Management LLC$929K1
424PARADIGM ASSET MANAGEMENT CO LLC$922K1
425Stratos Wealth Partners, LTD.$921K1
426Bleakley Financial Group, LLC$916K1
427SIGNATUREFD, LLC$915K1
428GTS SECURITIES LLC$915K1
429WORLD EQUITY GROUP, INC.$902K1
430ALTFEST L J & CO INC$900K1
431DAVENPORT & Co LLC$888K1
432Sigma Planning Corp$884K1
433Callan Family Office, LLC$884K1
434Independent Advisor Alliance$880K1
435TEMA ETFS LLC$879K1
436SIMPLEX TRADING, LLC$873K1
437IHT Wealth Management, LLC$865K1
438Savvy Advisors, Inc.$852K1
439LFG Wealth Partners, LLC$851K1
440Investment Research Partners LLC$844K1
441Costello Asset Management, INC$843K1
442Concurrent Investment Advisors, LLC$843K1
443ICICI Prudential Asset Management Co Ltd$831K1
444BURNEY CO/$828K1
445Bridgewater Associates, LP$827K1
446Smartleaf Asset Management LLC$821K1
447Perennial Investment Advisors, LLC$816K1
448Arvest Bank Trust Division$805K1
449LaSalle St. Investment Advisors, LLC$796K1
450COFG Advisors, LLC$787K1
451Vontobel Holding Ltd.$771K1
452INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$762K1
453Centennial Wealth Advisory LLC$761K1
454Prospera Financial Services Inc$758K1
455Elevated Capital Advisors, LLC$744K1
456Black Diamond Financial, LLC$744K1
457Archer Investment Corp$743K1
458Focus Partners Advisor Solutions, LLC$743K1
459Frec Markets, Inc.$742K1
460HUB Investment Partners, LLC$740K1
461Caldwell Trust Co$738K1
462Regal Partners Ltd$735K1
463Cooper Financial Group$712K1
464CWA Asset Management Group, LLC$711K1
465ASSETMARK, INC$699K1
466PFG Investments, LLC$698K1
467TriaGen Wealth Management LLC$694K1
468Summit Financial, LLC$693K1
469Ameritas Advisory Services, LLC$685K1
470PTM WEALTH MANAGEMENT, LLC$681K1
471Diversified Enterprises, LLC$679K1
472Gladstone Institutional Advisory LLC$678K1
473Verition Fund Management LLC$677K1
474Kingdom Financial Group LLC.$675K1
475Lakeside Advisors, INC.$667K1
476INDEPENDENT FINANCIAL GROUP, LLC$660K1
477PLIMOTH TRUST CO LLC$657K1
478LSP Investment Advisors, LLC$651K1
479111 Capital$639K1
480EP Wealth Advisors, LLC$638K1
481Cornerstone National Bank & Trust Co$629K1
482Integrated Advisors Network LLC$627K1
483Advisory Alpha, LLC$627K1
484denkapparat Operations GmbH$622K1
485CARRET ASSET MANAGEMENT, LLC$620K1
486SAGESPRING WEALTH PARTNERS, LLC$618K1
487Kintegral Advisory, LLC$617K1
488Lansing Street Advisors$615K1
489Town Capital LLC$614K1
490NORDEN GROUP LLC$613K1
491Azimuth Capital Investment Management LLC$613K1
492FOUNDATIONS INVESTMENT ADVISORS, LLC$602K1
493LEGACY SOLUTIONS, LLC$602K1
494CORA CAPITAL ADVISORS LLC$597K1
495Trivium Point Advisory, LLC$592K1
496Ausdal Financial Partners, Inc.$585K1
497Spire Wealth Management$583K1
498Van Cleef Asset Management,Inc$575K1
499ASHTON THOMAS SECURITIES, LLC$571K1
500Checchi Capital Advisers, LLC$570K1
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)2 buy / 2 sell
Congress net ($ bound)−$28.0K to $28.0K
Filers net (actions)not in build
Filers net ($ 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 EXC

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for EXC · financials and macro

Financials — as filed PLANNED

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