Public record / Tickers / EXEL

EXEL — EXELIXIS, INC.

Both disclosure regimes on one name: who in Congress filed about EXEL, 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
4
all PTR rows naming EXEL
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
04-27
filed 2020-04-27
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

Donna E. Shalala · $1.0K–$15.0K

Sale · traded 2019-06-04 → filed 2020-04-27. Ranked over every EXEL row by the provable lower bound, never a point estimate.

No member disclosed EXEL 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.

4 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

No dated EXEL 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 EXEL · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning EXEL
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2020-04-27Donna E. Shalala D–FL-27SaleTraded 2019-06-04 LATE·328d$1K–$15K
2020-04-27Donna E. Shalala D–FL-27Sale · partial (partial sale)Traded 2019-04-16 LATE·377d$1K–$15K
2020-04-27Donna E. Shalala D–FL-27PurchaseTraded 2019-02-06 LATE·446d$1K–$15K
2020-04-27Donna E. Shalala D–FL-27PurchaseTraded 2019-01-09 LATE·474d$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 4 ↗

Members active in EXEL

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

No member disclosed EXEL in the trailing 12 months.

Congress ↔ notable managers · EXEL

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 $39.5M held

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

Merged timeline of congressional filings and notable-manager moves on EXEL
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+195,436 sh
2026-05-15Bridgewater Associates 13Ftrim−444,716 sh
2026-05-14Caxton Associates 13Ftrim−2,040 sh

3 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 EXEL for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.3B1
2RENAISSANCE TECHNOLOGIES LLC$589M1
3FARALLON CAPITAL MANAGEMENT, L.L.C.$562M1
4AQR CAPITAL MANAGEMENT LLC$562M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$518M1
6VANGUARD CAPITAL MANAGEMENT LLC$483M1
7STATE STREET CORP$442M1
8FULLER & THALER ASSET MANAGEMENT, INC.$366M1
9GEODE CAPITAL MANAGEMENT, LLC$334M1
10ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$207M1
11Invesco Ltd.$185M1
12DIMENSIONAL FUND ADVISORS LP$184M1
13MORGAN STANLEY$179M1
14Nuveen, LLC$162M1
15D. E. Shaw & Co., Inc.$155M1
16ASSETMARK, INC$145M1
17CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$109M1
18FIRST TRUST ADVISORS LP$109M1
19Stephens Investment Management Group LLC$108M1
20UBS Group AG$103M1
21FMR LLC$99.8M1
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC$99.4M1
23TWO SIGMA INVESTMENTS, LP$94.6M1
24NORTHERN TRUST CORP$94.1M1
25Bank of New York Mellon Corp$85.2M1
26Allspring Global Investments Holdings, LLC$75.2M1
27FRANKLIN RESOURCES INC$71.4M1
28BANK OF AMERICA CORP /DE/$70.5M1
29VANGUARD FIDUCIARY TRUST CO$70.1M1
30SEI INVESTMENTS CO$69.9M1
31Caligan Partners LP$66.6M1
32UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$55.4M1
33Robeco Institutional Asset Management B.V.$55.3M1
34AMERICAN CENTURY COMPANIES INC$54.6M1
35JANE STREET GROUP, LLC$46.6M1
36RAYMOND JAMES FINANCIAL INC$44.8M1
37AMERIPRISE FINANCIAL INC$42.9M1
38JUPITER ASSET MANAGEMENT LTD$41.5M1
39Allianz Asset Management GmbH$40.9M1
40MILLENNIUM MANAGEMENT LLC$40.1M1
41Gotham Asset Management, LLC$39.5M1
42Janus Henderson Group Ltd.$39.2M1
43FEDERATED HERMES, INC.$39.2M1
44Retirement Systems of Alabama$37.3M1
45Swedbank AB$36.1M1
46CITADEL ADVISORS LLC$34.8M1
47BOOTHBAY FUND MANAGEMENT, LLC$34.5M1
48VOLORIDGE INVESTMENT MANAGEMENT, LLC$33.8M1
49SYSTEMATIC FINANCIAL MANAGEMENT LP$30.4M1
50ROYAL BANK OF CANADA$29.8M1
51WELLS FARGO & COMPANY/MN$29.5M1
52Pictet Asset Management Holding SA$26.4M1
53Arbejdsmarkedets Tillaegspension$26.1M1
54PRINCIPAL FINANCIAL GROUP INC$25.0M1
55IEQ CAPITAL, LLC$24.9M1
56CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$23.8M1
57NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$22.8M1
58CANADA PENSION PLAN INVESTMENT BOARD$22.1M1
59SCHRODER INVESTMENT MANAGEMENT GROUP$22.0M1
60VICTORY CAPITAL MANAGEMENT INC$22.0M1
61Man Group plc$21.9M1
62Swiss National Bank$21.6M1
63BARCLAYS PLC$21.6M1
64EULAV Asset Management$21.1M1
65Universal- Beteiligungs- und Servicegesellschaft mbH$21.0M1
66Woodline Partners LP$20.8M1
67MASSACHUSETTS FINANCIAL SERVICES CO /MA/$20.7M1
68Bridgewater Associates, LP$20.6M1
69PRUDENTIAL FINANCIAL INC$19.9M1
70HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$18.8M1
71JACOBS LEVY EQUITY MANAGEMENT, INC$18.3M1
72South Street Advisors LLC$17.3M1
73INTECH INVESTMENT MANAGEMENT LLC$17.2M1
74LPL Financial LLC$17.1M1
75Legal & General Group Plc$17.0M1
76Trexquant Investment LP$16.8M1
77Tidal Investments LLC$16.4M1
78LAZARD ASSET MANAGEMENT LLC$16.0M1
79NFJ INVESTMENT GROUP, LLC$15.7M1
80BNP Paribas Asset Management Holding S.A.$15.4M1
81DRIEHAUS CAPITAL MANAGEMENT LLC$14.4M1
82Empowered Funds, LLC$14.4M1
83DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$14.3M1
84ALLIANCEBERNSTEIN L.P.$14.2M1
85HANCOCK WHITNEY CORP$14.0M1
86Merit Financial Group, LLC$13.6M1
87Cerity Partners LLC$13.5M1
88SEIZERT CAPITAL PARTNERS, LLC$13.4M1
89Mariner, LLC$13.2M1
90ENVESTNET ASSET MANAGEMENT INC$13.1M1
91SAWGRASS ASSET MANAGEMENT LLC$12.5M1
92STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$11.6M1
93CWM, LLC$11.3M1
94GLOBEFLEX CAPITAL L P$11.2M1
95Mitsubishi UFJ Trust & Banking Corp$10.7M1
96WORLDQUANT MILLENNIUM ADVISORS LLC$10.1M1
97NORDEN GROUP LLC$10.0M1
98Creative Planning$10.0M1
99VANGUARD ASSET MANAGEMENT, Ltd$10.0M1
100Illinois Municipal Retirement Fund$9.3M1
101VOYA INVESTMENT MANAGEMENT LLC$8.7M1
102NORDEA INVESTMENT MANAGEMENT AB$8.6M1
103Aquatic Capital Management LLC$8.3M1
104BLAIR WILLIAM & CO/IL$8.3M1
105MANUFACTURERS LIFE INSURANCE COMPANY, THE$7.9M1
106WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$7.9M1
107Livforsakringsbolaget Skandia, Omsesidigt$7.8M1
108Sargent Investment Group, LLC$7.7M1
109Edgestream Partners, L.P.$7.5M1
110STATE OF WISCONSIN INVESTMENT BOARD$7.5M1
111Ensign Peak Advisors, Inc$7.5M1
112COMMONWEALTH EQUITY SERVICES, LLC$7.5M1
113Cetera Investment Advisers$7.3M1
114CAPITAL MANAGEMENT CORP /VA$7.1M1
115Fisher Asset Management, LLC$7.1M1
116Engineers Gate Manager LP$7.0M1
117Susquehanna Portfolio Strategies, LLC$6.8M1
118HighTower Advisors, LLC$6.7M1
119CITIGROUP INC$6.4M1
120Vident Advisory, LLC$6.4M1
121Zurcher Kantonalbank (Zurich Cantonalbank)$6.3M1
122Candriam S.C.A.$6.2M1
123Clark Capital Management Group, Inc.$6.1M1
124NEW YORK STATE COMMON RETIREMENT FUND$6.0M1
125MetLife Investment Management, LLC$5.9M1
126Assenagon Asset Management S.A.$5.9M1
127MERCER GLOBAL ADVISORS INC /ADV$5.9M1
128BURNEY CO/$5.8M1
129XTX Topco Ltd$5.8M1
130L2 Asset Management, LLC$5.6M1
131O'SHAUGHNESSY ASSET MANAGEMENT, LLC$5.6M1
132Davidson Capital Management Inc.$5.4M1
133Ruffer LLP$5.1M1
134Quantinno Capital Management LP$5.0M1
135MACQUARIE GROUP LTD$4.9M1
136Rafferty Asset Management, LLC$4.8M1
137Vanguard Global Advisers, LLC$4.7M1
138Focus Partners Wealth$4.6M1
139NISA INVESTMENT ADVISORS, LLC$4.6M1
140PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$4.5M1
14113D Management LLC$4.3M1
142Hillsdale Investment Management Inc.$4.3M1
143MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.3M1
144TEMA ETFS LLC$4.1M1
145Heron Bay Capital Management$4.1M1
146Strategic Global Advisors, LLC$4.1M1
147KLP KAPITALFORVALTNING AS$4.0M1
148Corient Private Wealth LLC$3.9M1
149GUGGENHEIM CAPITAL LLC$3.9M1
150Quadrature Capital Ltd$3.9M1
151Westover Capital Advisors, LLC$3.8M1
152COMMERCE BANK$3.8M1
153Thrive Capital Management, LLC$3.8M1
154OMERS ADMINISTRATION Corp$3.8M1
155MILESTONE ASSET MANAGEMENT, LLC$3.8M1
156State of New Jersey Common Pension Fund D$3.7M1
157LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$3.6M1
158Monument Capital Management$3.6M1
159WELLINGTON MANAGEMENT GROUP LLP$3.5M1
160YOUSIF CAPITAL MANAGEMENT, LLC$3.4M1
161Crossmark Global Holdings, Inc.$3.4M1
162RITHOLTZ WEALTH MANAGEMENT$3.3M1
163Inspire Investing, LLC$3.3M1
164Sanctuary Advisors, LLC$3.2M1
165BANK OF MONTREAL /CAN/$3.1M1
166OAK ASSOCIATES LTD /OH/$3.1M1
167Ameritas Investment Partners, Inc.$3.0M1
168MACKENZIE FINANCIAL CORP$3.0M1
169Vinva Investment Management Ltd$3.0M1
170Arizona State Retirement System$3.0M1
171FIFTH THIRD BANCORP$3.0M1
172Convergence Investment Partners, LLC$3.0M1
173OSAIC HOLDINGS, INC.$2.9M1
174HSBC HOLDINGS PLC$2.8M1
175BRIDGEWAY CAPITAL MANAGEMENT, LLC$2.8M1
176COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.8M1
177Vanguard Investments Australia, Ltd.$2.8M1
178Moran Wealth Management, LLC$2.7M1
179Exit Wealth Advisors, LLC.$2.7M1
180STATE OF MICHIGAN RETIREMENT SYSTEM$2.7M1
181Riverwater Partners LLC$2.7M1
182Three Seasons Wealth, LLC$2.6M1
183Sumitomo Mitsui Trust Group, Inc.$2.5M1
184DEUTSCHE BANK AG\$2.5M1
185CWA Asset Management Group, LLC$2.5M1
186NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.5M1
187NORTH STAR ASSET MANAGEMENT INC$2.5M1
188Post Resch Tallon Group Inc.$2.5M1
189Jefferies Financial Group Inc.$2.4M1
190XPONANCE LLC$2.4M1
191PROFUND ADVISORS LLC$2.3M1
192OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.3M1
193Voleon Capital Management LP$2.1M1
194PRIVATE CLIENT SERVICES, LLC$2.1M1
195Elo Mutual Pension Insurance Co$2.0M1
196Lifestyle Asset Management, Inc.$2.0M1
197PFA Pension, Forsikringsaktieselskab$1.9M1
198Qsemble Capital Management, LP$1.9M1
199Utah Retirement Systems$1.8M1
200NewEdge Wealth, LLC$1.8M1
201HUSSMAN STRATEGIC ADVISORS, INC.$1.8M1
202Asset Management One Co., Ltd.$1.8M1
203Resona Asset Management Co.,Ltd.$1.8M1
204MML INVESTORS SERVICES, LLC$1.8M1
205AXQ CAPITAL, LP$1.8M1
206SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.8M1
207Vanguard Personalized Indexing Management, LLC$1.7M1
208PRUDENTIAL PLC$1.7M1
209Kestra Investment Management, LLC$1.7M1
210Focus Partners Advisor Solutions, LLC$1.6M1
211Grantham, Mayo, Van Otterloo & Co. LLC$1.6M1
212CIBC WORLD MARKET INC.$1.6M1
213EVOLVE PRIVATE WEALTH, LLC$1.6M1
214Buck Wealth Strategies, LLC$1.6M1
215Financiere des Professionnels - Fonds d'investissement inc.$1.6M1
216Concurrent Investment Advisors, LLC$1.6M1
217CIM, LLC$1.5M1
218STIFEL FINANCIAL CORP$1.5M1
219Amundi$1.5M1
220NewEdge Advisors, LLC$1.5M1
221FCG Investment Co$1.5M1
222Daiwa Securities Group Inc.$1.4M1
223TEACHER RETIREMENT SYSTEM OF TEXAS$1.4M1
224TRUIST FINANCIAL CORP$1.4M1
225US BANCORP \DE\$1.4M1
226EXCHANGE TRADED CONCEPTS, LLC$1.3M1
227Pallas Capital Advisors LLC$1.3M1
228NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.3M1
229HB Wealth Management, LLC$1.2M1
230MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.2M1
231NOMURA HOLDINGS INC$1.2M1
232QUADRANT CAPITAL GROUP LLC$1.2M1
233NorthCrest Asset Manangement, LLC$1.2M1
234Squarepoint Ops LLC$1.2M1
235Ashton Thomas Private Wealth, LLC$1.1M1
236Humankind Investments LLC$1.1M1
237GRANDFIELD & DODD, LLC$1.1M1
238Orion Porfolio Solutions, LLC$1.1M1
239Ameritas Advisory Services, LLC$1.1M1
240AVIVA PLC$1.1M1
241Cambria Investment Management, L.P.$1.1M1
242Steward Partners Investment Advisory, LLC$1.1M1
243Advisors Asset Management, Inc.$1.0M1
244Sivia Capital Partners, LLC$1.0M1
245denkapparat Operations GmbH$1.0M1
246Mezzasalma Advisors, LLC$1.0M1
247VestGen Advisors, LLC$1.0M1
248Linden Thomas Advisory Services, LLC$1.0M1
249Cresset Asset Management, LLC$997K1
250Swiss Life Asset Management Ltd$953K1
251ProShare Advisors LLC$945K1
252Krilogy Financial LLC$937K1
253EP Wealth Advisors, LLC$936K1
254Federation des caisses Desjardins du Quebec$930K1
255Bull Harbor Capital LLC$912K1
256Brookstone Capital Management$907K1
257Equitable Holdings, Inc.$903K1
258Virtus Investment Advisers, LLC$886K1
259BENJAMIN EDWARDS INC$860K1
260WINNACLE WEALTH LLC$845K1
261SECURIAN ASSET MANAGEMENT, INC$821K1
262Arax Advisory Partners$817K1
263&PARTNERS$814K1
264FOUNDATIONS INVESTMENT ADVISORS, LLC$811K1
265Blackstone Inc.$811K1
266Dempze Nancy E$793K1
267Point Nemo Capital, LLC$785K1
268QRG CAPITAL MANAGEMENT, INC.$783K1
269Chicago Partners Investment Group LLC$759K1
270Inspire Advisors, LLC$732K1
271Gallacher Capital Management LLC$730K1
272Impact Partnership Wealth, LLC$729K1
273Kestra Advisory Services, LLC$728K1
274Summit Trail Advisors, LLC$723K1
275RICE HALL JAMES & ASSOCIATES, LLC$722K1
276Blue Capital, Inc.$707K1
277J.M. Arbour, LLC$689K1
278Blue Trust, Inc.$684K1
279CSS LLC/IL$681K1
280ROMAN BUTLER FULLERTON & CO$675K1
281Cypress Capital, LLC$674K1
282Polymer Capital Management (US) LLC$657K1
283Gateway Wealth Partners, LLC$653K1
284BankChampaign, National Association$639K1
285Talon Private Wealth, LLC$639K1
286Mirae Asset Global Investments Co., Ltd.$638K1
287TFB Advisors LLC$633K1
288Values First Advisors, Inc.$633K1
289Lansforsakringar Fondforvaltning AB (publ)$631K1
290CREDIT AGRICOLE S A$613K1
291Expressive Wealth LLC$609K1
292Resonant Capital Advisors, LLC$607K1
293Curi Capital, LLC$599K1
294E Fund Management Co., Ltd.$597K1
295MOKAN Wealth Management Inc.$597K1
296Brooklyn Investment Group$588K1
297STEPHENS INC /AR/$585K1
298LECAP ASSET MANAGEMENT LTD$584K1
299KESTRA PRIVATE WEALTH SERVICES, LLC$584K1
300Keating Financial Advisory Services, Inc.$582K1
301Ethic Inc.$581K1
302Precision Wealth Strategies, LLC$578K1
303Maryland State Retirement & Pension System$563K1
304VIRTUS ADVISERS, LLC$558K1
305DnB Asset Management AS$553K1
306RHS Financial, LLC$548K1
307Pathstone Holdings, LLC$547K1
308Second Half Financial Partners, LLC$545K1
309Sequoia Financial Advisors, LLC$545K1
310Waverly Advisors, LLC$543K1
311RFG Advisory, LLC$532K1
312Vestmark Advisory Solutions, Inc.$527K1
313Qtron Investments LLC$520K1
314Axim Planning & Wealth$519K1
315ALPS ADVISORS INC$515K1
316PSP Research LLC$512K1
317M&T BANK CORP$510K1
318Weiss Asset Management LP$497K1
319Center For Asset Management LLC$485K1
320BridgePort Financial Solutions, LLC$484K1
321Parcion Private Wealth LLC$484K1
322Spire Wealth Management$456K1
323PURSUE WEALTH PARTNERS LLC$456K1
324OP Asset Management Ltd$456K1
325AIA Group Ltd$447K1
326Whalen Wealth Management Inc.$447K1
327WASHINGTON TRUST BANK$445K1
328UNITED CAPITAL FINANCIAL ADVISORS, LLC$441K1
329Allworth Financial LP$433K1
330Perbak Capital Partners LLP$430K1
331Accretive Wealth Partners, LLC$430K1
332First Eagle Investment Management, LLC$429K1
333Arista Wealth Management, LLC$429K1
334Prasad Wealth Partners, LLC$429K1
335ANGELES WEALTH MANAGEMENT, LLC$426K1
336WADDELL & ASSOCIATES, LLC$420K1
337EntryPoint Capital, LLC$413K1
338Van Diest Capital, LLC$413K1
339State of Wyoming$408K1
340Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$405K1
341CIBC Asset Management Inc$404K1
342Tower Research Capital LLC (TRC)$395K1
343IMC-Chicago, LLC$393K1
344Stratos Wealth Partners, LTD.$390K1
345STONEHAVEN WEALTH & TAX SOLUTIONS, LLC$388K1
346SHELTON CAPITAL MANAGEMENT$385K1
347CAPSTONE INVESTMENT ADVISORS, LLC$384K1
348MARIETTA INVESTMENT PARTNERS LLC$384K1
349Caprock Group, LLC$381K1
350RWA WEALTH PARTNERS, LLC$378K1
351Laird Norton Wetherby Trust Company, LLC$376K1
352AlphaCore Capital LLC$371K1
353Allegiance Financial Group Advisory Services LLC$369K1
354Claro Advisors Inc.$369K1
355GREENWOOD CAPITAL ASSOCIATES LLC$362K1
356Plancorp, LLC$357K1
357Rothschild Wealth LLC$356K1
358GLENMEDE TRUST CO NA$352K1
359Eurizon Capital SGR S.p.A.$352K1
360BEESE FULMER INVESTMENT MANAGEMENT, INC.$345K1
361Mach-1 Financial Group, LLC$343K1
362NATIONAL BANK OF CANADA /FI/$343K1
363Ascent Group, LLC$340K1
364111 Capital$338K1
365COLDSTREAM CAPITAL MANAGEMENT INC$336K1
366Oakmont Advisory Group, LLC$336K1
367LSV ASSET MANAGEMENT$332K1
368Atria Investments, Inc$331K1
369Truvestments Capital LLC$331K1
370TD Waterhouse Canada Inc.$330K1
371North Dakota State Investment Board$330K1
372Caerus Investment Advisors, LLC$329K1
373BAM Wealth Management, LLC$326K1
374Wedmont Private Capital$325K1
375Frec Markets, Inc.$325K1
376EARNED WEALTH ADVISORS, LLC$312K1
377JOURNEY STRATEGIC WEALTH LLC$311K1
378Balefire, LLC$301K1
379PRINCIPAL SECURITIES, INC.$301K1
380Freestone Capital Holdings, LLC$300K1
381JACKSON THORNTON WEALTH MANAGEMENT, LLC$291K1
382Vise Technologies, Inc.$290K1
383PANAGORA ASSET MANAGEMENT INC$285K1
384Qube Research & Technologies Ltd$284K1
385CITIZENS FINANCIAL GROUP INC/RI$283K1
386MAI Capital Management$281K1
387waypoint wealth counsel$277K1
388Clearstead Advisors, LLC$274K1
389Flatrock Wealth Partners LLC$270K1
390GenTrust, LLC$268K1
391ALLIUM FINANCIAL ADVISORS, LLC$268K1
392AE Wealth Management LLC$263K1
393MONECO ADVISORS, LLC$262K1
394Frank, Rimerman Advisors LLC$262K1
395New Vernon Capital Holdings II LLC$261K1
396SIGNATUREFD, LLC$260K1
397Perigon Wealth Management, LLC$260K1
398Meiji Yasuda Asset Management Co Ltd.$259K1
399MISSION WEALTH MANAGEMENT, LP$259K1
400CIBC Bancorp USA Inc.$258K1
401Compound Planning, Inc.$257K1
402Sagewood Asset Management LP$256K1
403Aptus Capital Advisors, LLC$255K1
404EVERGREEN CAPITAL MANAGEMENT LLC$255K1
405Abundance Wealth Counselors$254K1
406Brevan Howard Capital Management LP$252K1
407GATEWAY INVESTMENT ADVISERS LLC$252K1
408Arcus Capital Partners, LLC$252K1
409Lido Advisors, LLC$250K1
410EVOKE WEALTH, LLC$249K1
411Banque Cantonale Vaudoise$249K1
412NWAM LLC$249K1
413Baird Financial Group, Inc.$248K1
414SYM FINANCIAL Corp$247K1
415WINTON GROUP Ltd$244K1
416Graetz Wealth LLC$244K1
417MINDSET WEALTH MANAGEMENT, LLC$243K1
418J.W. COLE ADVISORS, INC.$242K1
419Beacon Pointe Advisors, LLC$241K1
420PINNACLE ASSOCIATES LTD$240K1
421KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$236K1
422SAPIENT CAPITAL LLC$236K1
423Meeder Advisory Services, Inc.$229K1
424Savvy Advisors, Inc.$228K1
425Ramiah Investment Group$225K1
426CAXTON ASSOCIATES LLP$225K1
427Pinnacle Wealth Management Advisory Group, LLC$223K1
428RETIREMENT GUYS FORMULA LLC$223K1
429Ariadne Wealth Management, LP$222K1
430Rangeley Capital, LLC$214K1
431Beck Bode, LLC$214K1
432NORTHWEST WEALTH MANAGEMENT, LLC$214K1
433Sterling Capital Management LLC$211K1
434Snowden Capital Advisors LLC$207K1
435CHILDRESS CAPITAL ADVISORS, LLC$206K1
436Founders Financial Alliance, LLC$203K1
437Wealthspire Advisors, LLC$201K1
438Larson Financial Group LLC$190K1
439Rockefeller Capital Management L.P.$166K1
440Johnson Financial Group, Inc.$165K1
441Plato Investment Management Ltd$153K1
442UMB Bank, n.a.$149K1
443Transamerica Financial Advisors, LLC$141K1
444STEPH & CO$137K1
445Bayforest Capital Ltd$135K1
446Signature Equity Partners, LLC$134K1
447True Wealth Design, LLC$130K1
448NATIXIS$106K1
449NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$95.9K1
450AlphaCentric Advisors LLC$87.8K1
451MCGUIRE CAPITAL ADVISORS INC$85.8K1
452CFG Wealth Management Services, Inc.$85.8K1
453Smartleaf Asset Management LLC$80.8K1
454WPG Advisers, LLC$79.1K1
455THRIVENT FINANCIAL FOR LUTHERANS$67.3K1
456C M BIDWELL & ASSOCIATES LTD$62.3K1
457Reyes Financial Architecture, Inc.$54.7K1
458Leonteq Securities AG$50.7K1
459Parkside Financial Bank & Trust$45.0K1
460Lummis Asset Management, LP$42.9K1
461MB, LEVIS & ASSOCIATES, LLC$42.9K1
462Walleye Capital LLC$38.8K1
463MCF Advisors LLC$37.7K1
464Mitsubishi UFJ Asset Management Co., Ltd.$36.5K1
465NOMURA ASSET MANAGEMENT CO LTD$33.9K1
466Measured Wealth Private Client Group, LLC$33.6K1
467Costello Asset Management, INC$32.2K1
468SJS Investment Consulting Inc.$28.1K1
469Cassaday & Co Wealth Management LLC$26.8K1
470WealthCollab, LLC$25.0K1
471Acumen Wealth Advisors, LLC$24.3K1
472Activest Wealth Management$24.2K1
473Byrne Asset Management LLC$21.7K1
474HRT FINANCIAL LP$19.8K1
475Aster Capital Management (DIFC) Ltd$19.7K1
476DekaBank Deutsche Girozentrale$18.7K1
477Krensavage Asset Management, LLC$17.8K1
478JPL Wealth Management, LLC$17.7K1
479Archer Investment Corp$17.2K1
480Rachor Investment Advisory Services, LLC$17.2K1
481ATWOOD & PALMER INC$16.9K1
482Destiny Wealth Partners, LLC$16.9K1
483Pinnacle Wealth Planning Services, Inc.$15.2K1
484E Fund Management (Hong Kong) Co., Ltd.$14.9K1
485MATHER GROUP, LLC.$14.5K1
486SBI Securities Co., Ltd.$14.4K1
487Annis Gardner Whiting Capital Advisors, LLC$14.1K1
488CENTRAL TRUST Co$12.9K1
489Private Wealth Management Group, LLC$12.3K1
490JFS WEALTH ADVISORS, LLC$12.0K1
491Treasurer of the State of North Carolina$11.9K1
492PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$11.8K1
493CVA Family Office, LLC$11.6K1
494NEW YORK STATE TEACHERS RETIREMENT SYSTEM$11.6K1
495VAN ECK ASSOCIATES CORP$11.2K1
496SALEM INVESTMENT COUNSELORS INC$10.7K1
497FARMERS & MERCHANTS INVESTMENTS INC$10.1K1
498Intentional Wealth Strategies, LLC$8.9K1
499MEEDER ASSET MANAGEMENT INC$8.6K1
500Bell Investment Advisors, Inc$8.2K1
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 EXEL

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for EXEL · financials and macro

Financials — as filed PLANNED

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