Public record / Tickers / EXE

EXE — EXPAND ENERGY Corp

Both disclosure regimes on one name: who in Congress filed about EXE, 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
7
all PTR rows naming EXE
Members · 12m
2
2 buys · 2 sells · by trade date
Latest PTR
03-12
filed 2026-03-12
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

Julia Letlow · $1.0K–$15.0K

Sale · traded 2026-02-17 → filed 2026-03-12. Ranked over every EXE 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.

2 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 EXE · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning EXE
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-03-12Julia Letlow R–LA-5SaleTraded 02-17 +23d$1K–$15K
2026-03-09Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 02-10 +27d$1K–$15K
2026-01-13Julia Letlow R–LA-5Sale · partial (partial sale)Traded 2025-07-25 LATE·172d$1K–$15K
2026-01-13Julia Letlow R–LA-5PurchaseTraded 2024-10-23 LATE·447d$1K–$15K
2026-01-12Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 2025-12-19 +24d$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 7 ↗

Members active in EXE

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing EXE 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.
Gilbert Ray Cisneros, Jr. D–CA-313−$13.0K to $29.0K2
Julia Letlow R–LA-51−$15.0K to −$1.0K2

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

Congress ↔ notable managers · EXE

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

new + add vs trim + exit, by shares · $ = reported value now, not the change · EXPAND ENERGY CORPORATION

Merged timeline of congressional filings and notable-manager moves on EXE
DateWhoChangeSize
2026-05-20Oaktree Capital Management 13Fadd+175,114 sh
2026-05-15Tudor Investment Corp 13Fadd+360,845 sh
2026-05-15Gotham Asset Management 13Ftrim−126,282 sh
2026-05-15Bridgewater Associates 13Fexit−13,926 sh
2026-05-15Moore Capital Management 13Fexit−90,000 sh
2026-05-14Caxton Associates 13Fadd+8,034 sh

6 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 EXE for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.0B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.7B1
3STATE STREET CORP$1.6B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$1.2B1
5Capital Research Global Investors$746M1
6GEODE CAPITAL MANAGEMENT, LLC$724M1
7Capital World Investors$682M1
8OAKTREE CAPITAL MANAGEMENT LP$575M1
9Invesco Ltd.$540M1
10VICTORY CAPITAL MANAGEMENT INC$523M1
11Bank of New York Mellon Corp$494M1
12AQR CAPITAL MANAGEMENT LLC$423M1
13MASSACHUSETTS FINANCIAL SERVICES CO /MA/$409M1
14MORGAN STANLEY$364M1
15CIBC Bancorp USA Inc.$307M1
16UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$304M1
17Qube Research & Technologies Ltd$292M1
18DIMENSIONAL FUND ADVISORS LP$271M1
19FMR LLC$224M1
20Glendon Capital Management LP$222M1
21NORTHERN TRUST CORP$215M1
22VOYA INVESTMENT MANAGEMENT LLC$211M1
23BANK OF AMERICA CORP /DE/$211M1
24Phoenix Financial Ltd.$197M1
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC$189M1
26MILLENNIUM MANAGEMENT LLC$182M1
27Point72 Asset Management, L.P.$167M1
28CITADEL ADVISORS LLC$165M1
29Altshuler Shaham Ltd$162M1
30UBS Group AG$150M1
31AMERIPRISE FINANCIAL INC$149M1
32VANGUARD FIDUCIARY TRUST CO$147M1
33AMERICAN CENTURY COMPANIES INC$131M1
34Man Group plc$128M1
35Canoe Financial LP$120M1
36Legal & General Group Plc$116M1
37DEUTSCHE BANK AG\$112M1
38PRUDENTIAL FINANCIAL INC$110M1
39PRINCIPAL FINANCIAL GROUP INC$108M1
40Amundi$105M1
41HSBC HOLDINGS PLC$103M1
42Rokos Capital Management LLP$94.7M1
43Artemis Investment Management LLP$93.1M1
44Kopernik Global Investors, LLC$89.3M1
45FIRST TRUST ADVISORS LP$85.2M1
46Stephens Investment Management Group LLC$83.3M1
47Sagefield Capital LP$82.1M1
48NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$78.7M1
49ADAGE CAPITAL PARTNERS GP, L.L.C.$77.8M1
50Swiss National Bank$76.7M1
51D. E. Shaw & Co., Inc.$76.6M1
52WELLS FARGO & COMPANY/MN$72.5M1
53BALYASNY ASSET MANAGEMENT L.P.$72.0M1
54Nuveen, LLC$67.8M1
55Mitsubishi UFJ Asset Management Co., Ltd.$67.0M1
56National Pension Service$62.5M1
57BARCLAYS PLC$58.3M1
58Vanguard Global Advisers, LLC$57.5M1
59Bank Julius Baer & Co. Ltd, Zurich$57.1M1
60Sumitomo Mitsui Trust Group, Inc.$55.7M1
61Clearbridge Investments, LLC$55.2M1
62RAYMOND JAMES FINANCIAL INC$53.8M1
63MARSHALL WACE, LLP$51.4M1
64JANE STREET GROUP, LLC$49.3M1
65Squarepoint Ops LLC$48.7M1
66VANGUARD ASSET MANAGEMENT, Ltd$48.4M1
67WELLINGTON MANAGEMENT GROUP LLP$48.3M1
68Gemsstock Ltd.$48.1M1
69Merewether Investment Management, LP$47.4M1
70Retirement Systems of Alabama$46.6M1
71CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$46.5M1
72RHUMBLINE ADVISERS$46.2M1
73ROYAL BANK OF CANADA$45.4M1
74SIR Capital Management, L.P.$45.1M1
75SCHWARTZ INVESTMENT COUNSEL INC$45.1M1
76Gotham Asset Management, LLC$45.1M1
77TUDOR INVESTMENT CORP ET AL$44.9M1
78Freestone Grove Partners LP$43.2M1
79Janus Henderson Group Ltd.$43.0M1
80WORLDQUANT MILLENNIUM ADVISORS LLC$42.4M1
81TOCQUEVILLE ASSET MANAGEMENT L.P.$41.1M1
82DEPRINCE RACE & ZOLLO INC$40.9M1
83HITE Hedge Asset Management LLC$38.6M1
84MACKENZIE FINANCIAL CORP$38.3M1
85Zurcher Kantonalbank (Zurich Cantonalbank)$37.8M1
86CLOUGH CAPITAL PARTNERS L P$37.5M1
87PRIMECAP MANAGEMENT CO/CA/$36.3M1
88RENAISSANCE TECHNOLOGIES LLC$35.8M1
89Erste Asset Management GmbH$35.7M1
90LSP Investment Advisors, LLC$35.1M1
91Russell Investments Group, Ltd.$34.7M1
92CITIGROUP INC$33.9M1
93TWO SIGMA INVESTMENTS, LP$32.4M1
94CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$30.4M1
95ALLIANCEBERNSTEIN L.P.$28.7M1
96MANUFACTURERS LIFE INSURANCE COMPANY, THE$28.3M1
97SEI INVESTMENTS CO$27.7M1
98Holowesko Partners Ltd.$27.4M1
99STATE OF WISCONSIN INVESTMENT BOARD$27.0M1
100KING LUTHER CAPITAL MANAGEMENT CORP$26.6M1
101Tidal Investments LLC$26.6M1
102Quadrature Capital Ltd$26.2M1
103Goehring & Rozencwajg Associates, LLC$24.8M1
104Korea Investment CORP$24.2M1
105SCHRODER INVESTMENT MANAGEMENT GROUP$23.9M1
106MACQUARIE GROUP LTD$23.0M1
107BANK OF MONTREAL /CAN/$22.0M1
108STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$21.7M1
109Pennant Investors, LP$21.5M1
110Palo Duro Investment Partners, LP$21.5M1
111LEVIN CAPITAL STRATEGIES, L.P.$21.4M1
112CIBC WORLD MARKET INC.$21.4M1
113Engineers Gate Manager LP$20.9M1
114AVIVA PLC$20.9M1
115ENVESTNET ASSET MANAGEMENT INC$20.1M1
116Aberdeen Group plc$19.8M1
117Empowered Funds, LLC$19.5M1
118Ceredex Value Advisors LLC$18.9M1
119TD ASSET MANAGEMENT INC$18.9M1
120Hancock Prospecting Pty Ltd$18.9M1
121Mitsubishi UFJ Trust & Banking Corp$18.6M1
122NOMURA HOLDINGS INC$18.5M1
123Grantham, Mayo, Van Otterloo & Co. LLC$17.8M1
124IEQ CAPITAL, LLC$16.1M1
125Mariner, LLC$15.9M1
126Focus Partners Wealth$15.8M1
127HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$15.8M1
128Quantinno Capital Management LP$14.9M1
129Hodges Capital Management Inc.$14.7M1
130Slate Path Capital LP$14.7M1
131Trexquant Investment LP$13.9M1
132Mudita Advisors LLP$13.6M1
133Assenagon Asset Management S.A.$13.2M1
134Hiddenite Capital Partners LP$13.2M1
135Chevy Chase Trust Holdings, LLC$12.9M1
136PICTON MAHONEY ASSET MANAGEMENT$12.4M1
137Oceanic Investment Management LTD$12.3M1
138Y-Intercept (Hong Kong) Ltd$12.3M1
139NEW YORK STATE COMMON RETIREMENT FUND$12.2M1
140Vanguard Investments Australia, Ltd.$12.2M1
141Rafferty Asset Management, LLC$12.1M1
142LPL Financial LLC$11.8M1
143Universal- Beteiligungs- und Servicegesellschaft mbH$11.8M1
144Resona Asset Management Co.,Ltd.$11.8M1
145Allianz Asset Management GmbH$11.7M1
146HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$11.4M1
147CWM, LLC$11.3M1
148CIBC Asset Management Inc$11.2M1
149Ensign Peak Advisors, Inc$11.1M1
150Asset Management One Co., Ltd.$11.0M1
151Parallax Volatility Advisers, L.P.$10.9M1
152ROYAL LONDON ASSET MANAGEMENT LTD$10.7M1
153ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$10.5M1
154MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$10.4M1
155Summit Financial, LLC$10.4M1
156Pictet Asset Management Holding SA$10.2M1
157TEMA ETFS LLC$10.1M1
158COBALT CAPITAL MANAGEMENT, INC.$9.9M1
159NOMURA ASSET MANAGEMENT CO LTD$9.7M1
160VIKING FUND MANAGEMENT LLC$9.7M1
161KLP KAPITALFORVALTNING AS$9.6M1
162LONESTAR CAPITAL MANAGEMENT LLC$9.3M1
163Campbell & CO Investment Adviser LLC$9.3M1
164NATIONAL BANK OF CANADA /FI/$9.2M1
165Creative Planning$9.1M1
166Alta Fundamental Advisers LLC$9.1M1
167XTX Topco Ltd$9.0M1
168State of New Jersey Common Pension Fund D$8.9M1
169STIFEL FINANCIAL CORP$8.9M1
170Qsemble Capital Management, LP$8.7M1
171FEARNLEY ASSET MANAGEMENT AS$8.7M1
172Oak Harvest Investment Services$8.6M1
173BRIGADE CAPITAL MANAGEMENT, LP$8.5M1
174Energy Income Partners, LLC$8.4M1
175Socorro Asset Management LP$8.2M1
176DnB Asset Management AS$8.1M1
177OSAIC HOLDINGS, INC.$8.0M1
178PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$7.9M1
179SUSQUEHANNA ADVISORS GROUP, INC.$7.9M1
180CANADA PENSION PLAN INVESTMENT BOARD$7.9M1
181MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$7.7M1
182Aquatic Capital Management LLC$7.7M1
183RR Advisors, LLC$7.7M1
184Concorde Financial Corp$7.7M1
185Pennant Select, LLC$7.7M1
186STOREBRAND ASSET MANAGEMENT AS$7.6M1
187CREDIT AGRICOLE S A$7.6M1
188TORONTO DOMINION BANK$7.6M1
189Black Maple Capital Management LP$7.5M1
190PUBLIC SECTOR PENSION INVESTMENT BOARD$7.4M1
191FRANKLIN RESOURCES INC$7.4M1
192Cerity Partners LLC$7.4M1
193Susquehanna Portfolio Strategies, LLC$7.2M1
194GF FUND MANAGEMENT CO. LTD.$7.2M1
195Czech National Bank$7.1M1
196Arizona State Retirement System$7.1M1
197STATE OF MICHIGAN RETIREMENT SYSTEM$6.8M1
198CASTLEARK MANAGEMENT LLC$6.7M1
199Daiwa Securities Group Inc.$6.7M1
200Tejara Capital Ltd$6.7M1
201IFM Investors Pty Ltd$6.6M1
202INTECH INVESTMENT MANAGEMENT LLC$6.6M1
203Holocene Advisors, LP$6.6M1
204SCOTIA CAPITAL INC.$6.6M1
205MUFG Securities EMEA plc$6.5M1
206NATIXIS$6.4M1
207Robeco Institutional Asset Management B.V.$6.4M1
208Brevan Howard Capital Management LP$6.3M1
209FIFTH THIRD BANCORP$6.2M1
210ProShare Advisors LLC$6.2M1
211COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$6.1M1
212MetLife Investment Management, LLC$6.1M1
213AGF MANAGEMENT LTD$6.0M1
214Eurizon Capital SGR S.p.A.$6.0M1
215MERCER GLOBAL ADVISORS INC /ADV$5.8M1
216NORDEA INVESTMENT MANAGEMENT AB$5.7M1
217ROMANO BROTHERS AND COMPANY$5.6M1
218HARVEY CAPITAL MANAGEMENT INC$5.6M1
219West Family Investments, Inc.$5.5M1
2201832 Asset Management L.P.$5.4M1
221BOOTHBAY FUND MANAGEMENT, LLC$5.3M1
222Mirae Asset Global Investments Co., Ltd.$5.2M1
223WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5.1M1
224Woodline Partners LP$5.1M1
225ADAMS NATURAL RESOURCES FUND, INC.$5.1M1
226Covalis Capital LLP$5.1M1
227Aventail Capital Group, LP$5.0M1
228Walleye Capital LLC$4.8M1
229Nicholas Investment Partners, LP$4.6M1
230HighTower Advisors, LLC$4.6M1
231SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.6M1
232apricus wealth, LLC$4.4M1
233AlphaCore Capital LLC$4.4M1
234Dai-ichi Life Insurance Company, Ltd$4.3M1
235Cetera Investment Advisers$4.3M1
236Cinctive Capital Management LP$4.2M1
237BANK OF NOVA SCOTIA$4.2M1
238Vinva Investment Management Ltd$4.1M1
239XPONANCE LLC$4.1M1
240Elo Mutual Pension Insurance Co$4.0M1
241Accordant Advisory Group Inc$4.0M1
242DELPHI FINANCIAL GROUP, INC.$4.0M1
243Utah Retirement Systems$4.0M1
244Long Focus Capital Management, LLC$4.0M1
245First American Bank$4.0M1
246Rakuten Investment Management, Inc.$3.9M1
247Orion Porfolio Solutions, LLC$3.9M1
248Gradient Investments LLC$3.9M1
249Candriam S.C.A.$3.9M1
250GREAT LAKES ADVISORS, LLC$3.8M1
251Empyrean Capital Partners, LP$3.8M1
252NEOS Investment Management LLC$3.7M1
253Jackson Hole Capital Partners, LLC$3.7M1
254DC Investments Management, LLC$3.7M1
255OnyxPoint Global Management LP$3.7M1
256NEW YORK LIFE INVESTMENT MANAGEMENT LLC$3.6M1
257Crewe Advisors LLC$3.6M1
258BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.6M1
259MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$3.6M1
260ELEVATION POINT WEALTH PARTNERS, LLC$3.6M1
261Steward Partners Investment Advisory, LLC$3.5M1
262Sumitomo Mitsui DS Asset Management Company, Ltd$3.5M1
263Swiss Life Asset Management Ltd$3.4M1
264First Dallas Securities Inc.$3.4M1
265CAPITOLIS LIQUID GLOBAL MARKETS LLC$3.4M1
266NISSAY ASSET MANAGEMENT CORP /JAPAN$3.4M1
267Moran Wealth Management, LLC$3.3M1
268ZACKS INVESTMENT MANAGEMENT$3.3M1
269Hartree Partners, LP$3.2M1
270BNP Paribas Asset Management Holding S.A.$3.1M1
271Jefferies Financial Group Inc.$3.1M1
272Tower Research Capital LLC (TRC)$3.1M1
273River Road Asset Management, LLC$3.1M1
274Inspire Investing, LLC$3.0M1
275OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.0M1
276TWO SIGMA SECURITIES, LLC$2.9M1
277UniSuper Management Pty Ltd$2.9M1
278Merit Financial Group, LLC$2.9M1
279BRANDES INVESTMENT PARTNERS, LP$2.9M1
280COMMONWEALTH EQUITY SERVICES, LLC$2.9M1
281Jump Financial, LLC$2.8M1
282Clear Harbor Asset Management, LLC$2.8M1
283TD Waterhouse Canada Inc.$2.8M1
284AIGEN INVESTMENT MANAGEMENT, LP$2.7M1
285Fifth Third Wealth Advisors LLC$2.7M1
286Atom Investors LP$2.7M1
287Retirement Planning Group, LLC$2.7M1
288Carlson Capital, L.P.$2.6M1
289Murphy Pohlad Asset Management LLC$2.6M1
290SummitTX Capital, L.P.$2.6M1
291BW Gestao de Investimentos Ltda.$2.5M1
292Delta Global Management LP$2.5M1
293BECK CAPITAL MANAGEMENT, LLC$2.5M1
294Neo Ivy Capital Management$2.5M1
295MFG WEALTH MANAGEMENT, INC.$2.4M1
296PATTON FUND MANAGEMENT, INC.$2.4M1
297Bridgefront Capital, LLC$2.4M1
298J. Safra Sarasin Holding AG$2.4M1
299CenterBook Partners LP$2.4M1
300D.A. DAVIDSON & CO.$2.4M1
301Permanent Capital Management, LP$2.3M1
302Sanctuary Advisors, LLC$2.3M1
303JONES FINANCIAL COMPANIES LLLP$2.3M1
304Orca Wealth Management, LLC$2.2M1
305Norinchukin Bank, The$2.2M1
306Manatuck Hill Partners, LLC$2.2M1
307Schonfeld Strategic Advisors LLC$2.2M1
308Stanley-Laman Group, Ltd.$2.1M1
309OPPENHEIMER & CO INC$2.1M1
310IMC-Chicago, LLC$2.1M1
311UHLMANN PRICE SECURITIES, LLC$2.1M1
312Rockefeller Capital Management L.P.$2.0M1
313Corient Private Wealth LLC$2.0M1
314Investment Management Corp of Ontario$1.9M1
315McAlvany Wealth Management LLC$1.9M1
316Lombard Odier Asset Management (USA) Corp$1.8M1
317Summit Trail Advisors, LLC$1.8M1
318NISA INVESTMENT ADVISORS, LLC$1.7M1
319Nierenberg Investment Management Company, LLC$1.7M1
320PINNACLE ASSOCIATES LTD$1.7M1
321Donoghue Forlines LLC$1.7M1
322Vident Advisory, LLC$1.7M1
323Vontobel Holding Ltd.$1.7M1
324Pathstone Holdings, LLC$1.6M1
325US BANCORP \DE\$1.6M1
326Focus Partners Advisor Solutions, LLC$1.6M1
327MIZUHO SECURITIES USA LLC$1.6M1
328DRW Securities, LLC$1.6M1
329Byrne Asset Management LLC$1.6M1
330Glenorchy Capital Ltd$1.5M1
331HARTFORD INVESTMENT MANAGEMENT CO$1.5M1
332STEPHENS INC /AR/$1.5M1
333Independent Advisor Alliance$1.5M1
334Vanguard Personalized Indexing Management, LLC$1.5M1
335BRAUN STACEY ASSOCIATES INC$1.5M1
336LAZARD ASSET MANAGEMENT LLC$1.5M1
337O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.5M1
338Encompass More Asset Management$1.5M1
339Persistent Asset Partners Ltd$1.5M1
340CLOVERFIELDS CAPITAL GROUP, LP$1.5M1
341MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC$1.4M1
342HOHIMER WEALTH MANAGEMENT, LLC$1.4M1
343FOX RUN MANAGEMENT, L.L.C.$1.4M1
344Federation des caisses Desjardins du Quebec$1.3M1
345CAXTON ASSOCIATES LLP$1.3M1
346Integrated Wealth Concepts LLC$1.3M1
347PROFUND ADVISORS LLC$1.2M1
348Maryland State Retirement & Pension System$1.2M1
349QUATTRO FINANCIAL ADVISORS LLC$1.2M1
350MAVERICK CAPITAL LTD$1.2M1
351PANAGORA ASSET MANAGEMENT INC$1.2M1
352Machina Capital S.A.S.$1.2M1
353TOKIO MARINE ASSET MANAGEMENT CO LTD$1.2M1
354PRELUDE CAPITAL MANAGEMENT, LLC$1.2M1
355DAVENPORT & Co LLC$1.2M1
356Composition Wealth, LLC$1.2M1
357MML INVESTORS SERVICES, LLC$1.2M1
358CONFLUENCE INVESTMENT MANAGEMENT LLC$1.2M1
359AMI ASSET MANAGEMENT CORP$1.2M1
360Interval Partners, LP$1.2M1
361CVA Family Office, LLC$1.1M1
362BLAIR WILLIAM & CO/IL$1.1M1
363GILDER GAGNON HOWE & CO LLC$1.1M1
364GUGGENHEIM CAPITAL LLC$1.1M1
365Allspring Global Investments Holdings, LLC$1.1M1
366QRG CAPITAL MANAGEMENT, INC.$1.1M1
367First Eagle Investment Management, LLC$1.1M1
368Recurrent Investment Advisors LLC$1.1M1
369M&T BANK CORP$1.1M1
370WESTWOOD HOLDINGS GROUP INC$1.1M1
371DOLIVER ADVISORS, LP$1.0M1
372Bull Harbor Capital LLC$1.0M1
373QUADRANT CAPITAL GROUP LLC$1.0M1
374Intellectus Partners, LLC$1.0M1
375B. Metzler seel. Sohn & Co. AG$1.0M1
376Beacon Pointe Advisors, LLC$1.0M1
377Baldwin Investment Management, LLC$1.0M1
378Curi Capital, LLC$996K1
379Argos Wealth Advisors, LLC$993K1
380SCP Investment, LP$966K1
381PKO Investment Management Joint-Stock Co$966K1
382BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$954K1
383CSS LLC/IL$943K1
384WADDELL & ASSOCIATES, LLC$940K1
385MGO ONE SEVEN LLC$935K1
386NICOLET BANKSHARES INC$923K1
387Qtron Investments LLC$917K1
388IRON Financial LLC$912K1
389OXFORD ASSET MANAGEMENT LLP$912K1
390NewEdge Advisors, LLC$898K1
391CWA Asset Management Group, LLC$893K1
392HENNESSY ADVISORS INC$889K1
393Banco BTG Pactual S.A.$889K1
394AAFMAA Wealth Management & Trust LLC$887K1
395Avior Wealth Management, LLC$884K1
396HB Wealth Management, LLC$877K1
397SALEM INVESTMENT COUNSELORS INC$877K1
398Financiere des Professionnels - Fonds d'investissement inc.$875K1
399EXCHANGE TRADED CONCEPTS, LLC$870K1
400CIDEL ASSET MANAGEMENT INC$863K1
401Envestnet Portfolio Solutions, Inc.$859K1
402New Age Alpha Advisors, LLC$842K1
403Sterling Capital Management LLC$841K1
404Independence Bank of Kentucky$838K1
405NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$837K1
406Headlands Technologies LLC$828K1
407U S GLOBAL INVESTORS INC$823K1
408ING GROEP NV$814K1
409Mediolanum International Funds Ltd$804K1
410Kestra Advisory Services, LLC$803K1
411MAI Capital Management$797K1
412U.S. Capital Wealth Advisors, LLC$790K1
413WealthTrust Asset Management, LLC$765K1
414OMERS ADMINISTRATION Corp$764K1
415LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$762K1
416Pekin Hardy Strauss, Inc.$751K1
417Silvant Capital Management LLC$749K1
418Metis Global Partners, LLC$742K1
419Huber Capital Management LLC$727K1
420MUFG SECURITIES AMERICAS INC.$723K1
421North Dakota State Investment Board$721K1
422DANSKE BANK A/S$714K1
423PRINCIPAL SECURITIES, INC.$705K1
424SECURIAN ASSET MANAGEMENT, INC$700K1
425Chesley Taft & Associates LLC$696K1
426Ameritas Investment Partners, Inc.$693K1
427Private Advisor Group, LLC$690K1
428SANDERS MORRIS HARRIS LLC$687K1
429111 Capital$678K1
430Mount Lucas Management LP$664K1
431NorthCrest Asset Manangement, LLC$664K1
432Vestmark Advisory Solutions, Inc.$649K1
433Allworth Financial LP$648K1
434Aptus Capital Advisors, LLC$643K1
435Centiva Capital, LP$626K1
436TRUIST FINANCIAL CORP$620K1
437Sequoia Financial Advisors, LLC$620K1
438Baker Avenue Asset Management, LP$614K1
439Chicago Partners Investment Group LLC$605K1
440Wahed Invest LLC$600K1
441Mattson Financial Services, LLC$596K1
442FEDERATED HERMES, INC.$594K1
443Krilogy Financial LLC$584K1
444Pitcairn Wealth Advisors LLC$582K1
445NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$579K1
446MARATHON CAPITAL MANAGEMENT$576K1
447Wedmont Private Capital$568K1
448State of Wyoming$567K1
449WEXFORD CAPITAL LP$565K1
450CENTRAL TRUST Co$565K1
451TWIN CAPITAL MANAGEMENT INC$559K1
452Americana Partners, LLC$541K1
453Crossmark Global Holdings, Inc.$530K1
454Philip James Wealth Mangement, LLC$529K1
455Northwest & Ethical Investments L.P.$527K1
456Simmons Bank$525K1
457EVERGREEN CAPITAL MANAGEMENT LLC$525K1
458MANGROVE PARTNERS IM, LLC$509K1
459ALPS ADVISORS INC$508K1
460Callan Family Office, LLC$504K1
461Waverly Advisors, LLC$496K1
462NEW WAVE WEALTH ADVISORS LLC$496K1
463&PARTNERS$492K1
464GLENMEDE TRUST CO NA$489K1
465OCCUDO QUANTITATIVE STRATEGIES LP$486K1
466INCEPTIONR LLC$483K1
467WESTPAC BANKING CORP$472K1
468Perpetual Ltd$472K1
469Rothschild Wealth LLC$466K1
470CITIZENS FINANCIAL GROUP INC/RI$460K1
471SteelPeak Wealth, LLC$457K1
472OSLO PENSJONSFORSIKRING AS$449K1
473EVOLVE PRIVATE WEALTH, LLC$447K1
474MIRABELLA FINANCIAL SERVICES LLP$443K1
475Oxbow Advisors, LLC$430K1
476Pallas Capital Advisors LLC$430K1
477Atria Investments, Inc$422K1
478Laird Norton Wetherby Trust Company, LLC$422K1
479Bridgewater Advisors Inc.$421K1
480SevenBridge Financial Group, LLC$414K1
481NORDEN GROUP LLC$414K1
482UNITED CAPITAL FINANCIAL ADVISORS, LLC$412K1
483CHOREO, LLC$411K1
484DELTEC ASSET MANAGEMENT LLC$408K1
485DAYMARK WEALTH PARTNERS, LLC$404K1
486Cooper Financial Group$401K1
487Apollon Wealth Management, LLC$395K1
488TEACHER RETIREMENT SYSTEM OF TEXAS$390K1
489Wealth Science Advisors LLC$385K1
490Advisors Asset Management, Inc.$383K1
491CIM INVESTMENT MANAGEMENT INC$382K1
492ASAHI LIFE ASSET MANAGEMENT CO., LTD.$381K1
493RITHOLTZ WEALTH MANAGEMENT$380K1
494Vanguard National Trust Co$377K1
495Savant Capital, LLC$374K1
496Moors & Cabot, Inc.$374K1
497Savvy Advisors, Inc.$373K1
498MONTGOMERY INVESTMENT MANAGEMENT INC$372K1
499Wealthfront Advisers LLC$369K1
500CORSAIR CAPITAL MANAGEMENT, L.P.$369K1
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 EXE

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for EXE · financials and macro

Financials — as filed PLANNED

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