Public record / Tickers / EXPD

EXPD — EXPEDITORS INTERNATIONAL OF WASHINGTON INC

Both disclosure regimes on one name: who in Congress filed about EXPD, 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
27
all PTR rows naming EXPD
Members · 12m
1
1 buys · 0 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

David B. McKinley · $15.0K–$50.0K

Sale · traded 2019-12-19 → filed 2020-01-06. Ranked over every EXPD row by the provable lower bound, never a point estimate.

1 member · 1 buys / 0 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

6 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

1 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. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING EXPD · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning EXPD
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2024-08-16Kathy E. Manning D–NC-6Purchase · SP (spouse-owned)Traded 07-02 +45d$1K–$15K
2023-10-10Lois Frankel D–FL-22SaleTraded 09-08 +32d$1K–$15K
2022-08-10Kathy E. Manning D–NC-6Purchase · SP (spouse-owned)Traded 07-27 +14d$1K–$15K
2022-02-16Lois Frankel D–FL-22Sale · partial (partial sale)Traded 01-10 +37d$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 27 ↗

Members active in EXPD

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

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

Congress ↔ notable managers · EXPD

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
1 Coatue Management $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · Expeditors International Of Washington Inc - US

Merged timeline of congressional filings and notable-manager moves on EXPD
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Tudor Investment Corp 13Fnew+100,898 sh
2026-05-15Gotham Asset Management 13Fadd+18,433 sh
2026-05-15Bridgewater Associates 13Fnew+14,494 sh
2026-05-15Coatue Management 13Fexit−365,987 sh
2026-05-14Caxton Associates 13Fnew+15,065 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

full holders view ↗
Top institutional holders of EXPD for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.8B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.2B1
3STATE STREET CORP$1.0B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$952M1
5First Eagle Investment Management, LLC$852M1
6GEODE CAPITAL MANAGEMENT, LLC$512M1
7FIL Ltd$442M1
8Boston Partners$420M1
9BANK OF AMERICA CORP /DE/$367M1
10Invesco Ltd.$346M1
11Baird Financial Group, Inc.$313M1
12MORGAN STANLEY$305M1
13UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$281M1
14MARSHFIELD ASSOCIATES$280M1
15NORTHERN TRUST CORP$263M1
16DIMENSIONAL FUND ADVISORS LP$218M1
17FMR LLC$217M1
18ROYAL BANK OF CANADA$213M1
19Amundi$198M1
20CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$159M1
21ENVESTNET ASSET MANAGEMENT INC$158M1
22PRINCIPAL FINANCIAL GROUP INC$154M1
23ProShare Advisors LLC$149M1
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC$145M1
25D. E. Shaw & Co., Inc.$141M1
26WELLINGTON MANAGEMENT GROUP LLP$137M1
27HSBC HOLDINGS PLC$122M1
28Legal & General Group Plc$118M1
29BNP Paribas Asset Management Holding S.A.$113M1
30VANGUARD FIDUCIARY TRUST CO$108M1
31NORDEA INVESTMENT MANAGEMENT AB$99.5M1
32Bank of New York Mellon Corp$97.3M1
33TD ASSET MANAGEMENT INC$96.7M1
34UBS Group AG$87.4M1
35BARCLAYS PLC$80.4M1
36RAYMOND JAMES FINANCIAL INC$77.5M1
371832 Asset Management L.P.$75.1M1
38AMERICAN CENTURY COMPANIES INC$73.0M1
39Epoch Investment Partners, Inc.$72.4M1
40DEUTSCHE BANK AG\$70.9M1
41SCHRODER INVESTMENT MANAGEMENT GROUP$64.1M1
42Camrose Capital Investment Partners LLP$63.7M1
43Allianz Asset Management GmbH$60.7M1
44Summit Trail Advisors, LLC$59.2M1
45Qube Research & Technologies Ltd$57.3M1
46SW Investment Management LLC$57.3M1
47Swiss National Bank$56.3M1
48Broad Bay Capital Management, LP$55.9M1
49PFA Pension, Forsikringsaktieselskab$55.6M1
50COMPASS CAPITAL MANAGEMENT, INC$55.3M1
51ASSETMARK, INC$53.7M1
52Nuveen, LLC$53.0M1
53CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$52.4M1
54AMERIPRISE FINANCIAL INC$50.4M1
55MILLENNIUM MANAGEMENT LLC$50.2M1
56Sumitomo Mitsui Trust Group, Inc.$49.0M1
57VICTORY CAPITAL MANAGEMENT INC$48.1M1
58Mitsubishi UFJ Asset Management Co., Ltd.$47.7M1
59ANCHOR CAPITAL ADVISORS LLC$46.6M1
60AQR CAPITAL MANAGEMENT LLC$46.1M1
61Vest Financial, LLC$45.6M1
62Tandem Investment Advisors, Inc.$42.8M1
63Vanguard Global Advisers, LLC$42.1M1
64Man Group plc$42.1M1
65NOMURA ASSET MANAGEMENT CO LTD$41.1M1
66WORLDQUANT MILLENNIUM ADVISORS LLC$38.0M1
67WELLS FARGO & COMPANY/MN$37.8M1
68FRANKLIN RESOURCES INC$35.6M1
69Eurizon Capital SGR S.p.A.$33.5M1
70VANGUARD ASSET MANAGEMENT, Ltd$33.0M1
71RENAISSANCE TECHNOLOGIES LLC$31.2M1
72Quantinno Capital Management LP$29.5M1
73US BANCORP \DE\$29.4M1
74Zurich Insurance Group Ltd/FI$28.8M1
75LPL Financial LLC$26.5M1
76Aware Super Pty Ltd as trustee of Aware Super$25.7M1
77Pictet Asset Management Holding SA$25.0M1
78FIRST TRUST ADVISORS LP$24.1M1
79CANADA PENSION PLAN INVESTMENT BOARD$23.9M1
80Aberdeen Group plc$23.0M1
81L. Roy Papp & Associates, LLP$23.0M1
82VOLORIDGE INVESTMENT MANAGEMENT, LLC$22.5M1
83Universal- Beteiligungs- und Servicegesellschaft mbH$22.3M1
84SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$21.6M1
85ALLIANCEBERNSTEIN L.P.$21.5M1
86AVIVA PLC$20.2M1
87STIFEL FINANCIAL CORP$20.1M1
88Artisan Partners Limited Partnership$19.4M1
89CITIGROUP INC$19.2M1
90J. Goldman & Co LP$18.9M1
91Mitsubishi UFJ Trust & Banking Corp$18.6M1
92NEW YORK STATE COMMON RETIREMENT FUND$18.3M1
93STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$18.3M1
94EXCHANGE TRADED CONCEPTS, LLC$18.2M1
95Squarepoint Ops LLC$17.7M1
96Illinois Municipal Retirement Fund$17.5M1
97Zurcher Kantonalbank (Zurich Cantonalbank)$17.3M1
98BANK OF MONTREAL /CAN/$16.6M1
99CAPSTONE INVESTMENT ADVISORS, LLC$15.9M1
100NATIONAL BANK OF CANADA /FI/$15.2M1
101GHP Investment Advisors, Inc.$14.6M1
102TUDOR INVESTMENT CORP ET AL$14.5M1
103WELCH & FORBES LLC$14.4M1
104JUPITER ASSET MANAGEMENT LTD$13.4M1
105National Pension Service$13.0M1
106TRUIST FINANCIAL CORP$12.2M1
107CRAWFORD INVESTMENT COUNSEL INC$11.9M1
108SEI INVESTMENTS CO$11.8M1
109Empower Advisory Group, LLC$11.8M1
110WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$11.7M1
111Mirae Asset Global Investments Co., Ltd.$11.6M1
112Swiss Life Asset Management Ltd$11.3M1
113CLIFFORD SWAN INVESTMENT COUNSEL LLC$11.3M1
114Assenagon Asset Management S.A.$11.2M1
115MANUFACTURERS LIFE INSURANCE COMPANY, THE$11.1M1
116GLENMEDE TRUST CO NA$11.0M1
117Railway Pension Investments Ltd$10.9M1
118PRUDENTIAL FINANCIAL INC$10.8M1
119Asset Management One Co., Ltd.$10.7M1
120STATE OF WISCONSIN INVESTMENT BOARD$10.6M1
121Robeco Institutional Asset Management B.V.$10.5M1
122Cerity Partners LLC$10.3M1
123Gotham Asset Management, LLC$10.1M1
124CITADEL ADVISORS LLC$10.1M1
125Korea Investment CORP$10.1M1
126Arbejdsmarkedets Tillaegspension$10.1M1
127BANK OF NOVA SCOTIA$10.0M1
128PRUDENTIAL PLC$9.8M1
129MERCER GLOBAL ADVISORS INC /ADV$9.6M1
130ROYAL LONDON ASSET MANAGEMENT LTD$9.6M1
131Chevy Chase Trust Holdings, LLC$9.5M1
132Vanguard Investments Australia, Ltd.$9.5M1
133BENJAMIN EDWARDS INC$9.2M1
134YOUSIF CAPITAL MANAGEMENT, LLC$9.1M1
135Avanza Fonder AB$8.5M1
136WINTON GROUP Ltd$8.4M1
137Cresset Asset Management, LLC$8.4M1
138INVESTMENT HOUSE LLC$8.4M1
139TORONTO DOMINION BANK$8.3M1
140GUGGENHEIM CAPITAL LLC$8.2M1
141Empowered Funds, LLC$8.0M1
142Resona Asset Management Co.,Ltd.$7.9M1
143Corient Private Wealth LLC$7.3M1
144AZZAD ASSET MANAGEMENT INC /ADV$7.2M1
145OFI INVEST ASSET MANAGEMENT$7.2M1
146Tredje AP-fonden$7.2M1
147Y-Intercept (Hong Kong) Ltd$6.9M1
148Candriam S.C.A.$6.9M1
149Quadrature Capital Ltd$6.9M1
150HighTower Advisors, LLC$6.8M1
151BURNEY CO/$6.6M1
152Creative Planning$6.6M1
153State of New Jersey Common Pension Fund D$6.5M1
154Aquatic Capital Management LLC$6.5M1
155D.A. DAVIDSON & CO.$6.5M1
156FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$6.4M1
157Lansforsakringar Fondforvaltning AB (publ)$6.3M1
158Greenfield Seitz Capital Management, LLC$6.2M1
159CIBC Bancorp USA Inc.$6.1M1
160Berger Financial Group, Inc$5.9M1
161Johnson Financial Group, Inc.$5.7M1
162CREDIT AGRICOLE S A$5.6M1
163Engineers Gate Manager LP$5.5M1
164LBP AM SA$5.5M1
165STATE OF MICHIGAN RETIREMENT SYSTEM$5.5M1
166Andra AP-fonden$5.4M1
167Pathstone Holdings, LLC$5.4M1
168Elo Mutual Pension Insurance Co$5.4M1
169JACOBS LEVY EQUITY MANAGEMENT, INC$5.4M1
170ADAGE CAPITAL PARTNERS GP, L.L.C.$5.4M1
171AIMZ Investment Advisors, LLC$5.4M1
172Atria Investments, Inc$5.3M1
173Czech National Bank$5.2M1
174Arizona State Retirement System$5.2M1
175Trinity Legacy Partners, LLC$5.1M1
176JANE STREET GROUP, LLC$5.1M1
177Sanctuary Advisors, LLC$5.0M1
178SEB Asset Management AB$5.0M1
179FIFTH THIRD BANCORP$4.9M1
180Marble Harbor Investment Counsel, LLC$4.8M1
181ASR Vermogensbeheer N.V.$4.8M1
182Ensign Peak Advisors, Inc$4.8M1
183CIBC Asset Management Inc$4.7M1
184Ethic Inc.$4.7M1
185Banco Santander, S.A.$4.6M1
186ZACKS INVESTMENT MANAGEMENT$4.6M1
187FORA Capital, LLC$4.5M1
188COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.5M1
189NATIXIS$4.5M1
190Lakeside Advisors, INC.$4.4M1
191VOYA INVESTMENT MANAGEMENT LLC$4.3M1
192Swedbank AB$4.3M1
193Generali Asset Management SPA SGR$4.1M1
194Vanguard Personalized Indexing Management, LLC$4.1M1
195Retirement Systems of Alabama$4.1M1
196IFM Investors Pty Ltd$4.1M1
197MACKENZIE FINANCIAL CORP$4.0M1
198Brendel Financial Advisors LLC$3.9M1
199Kingsview Wealth Management, LLC$3.9M1
200Wealthfront Advisers LLC$3.9M1
201STOREBRAND ASSET MANAGEMENT AS$3.8M1
202Woodline Partners LP$3.8M1
203LMCG INVESTMENTS, LLC$3.7M1
204EVOLVE PRIVATE WEALTH, LLC$3.7M1
205Stonebrook Private Inc.$3.7M1
206DDD Partners, LLC$3.6M1
207ROBERTS GLORE & CO INC /IL/$3.6M1
208Walleye Trading LLC$3.6M1
209Arjuna Capital$3.5M1
210Inspire Investing, LLC$3.5M1
211FIDUCIARY TRUST CO$3.5M1
212O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.5M1
213Third View Private Wealth, LLC$3.4M1
214DELTA FINANCIAL ADVISORS LLC$3.4M1
215Bank Julius Baer & Co. Ltd, Zurich$3.3M1
216Keel Point, LLC$3.3M1
217XPONANCE LLC$3.3M1
218Daiwa Securities Group Inc.$3.3M1
219Quantbot Technologies LP$3.3M1
220Dakota Wealth Management$3.2M1
221QRG CAPITAL MANAGEMENT, INC.$3.2M1
222OMERS ADMINISTRATION Corp$3.2M1
223WEYBOSSET RESEARCH & MANAGEMENT LLC$3.1M1
224Utah Retirement Systems$3.1M1
225PUBLIC SECTOR PENSION INVESTMENT BOARD$3.1M1
226COLDSTREAM CAPITAL MANAGEMENT INC$3.0M1
227NOMURA HOLDINGS INC$3.0M1
228MV CAPITAL MANAGEMENT, INC.$2.9M1
229Boomfish Wealth Group, LLC$2.9M1
230Chapman Investment Management, LLC$2.8M1
231Rakuten Investment Management, Inc.$2.8M1
232Cetera Investment Advisers$2.8M1
233COMMERCE BANK$2.7M1
234NEOS Investment Management LLC$2.7M1
235NISSAY ASSET MANAGEMENT CORP /JAPAN$2.7M1
236NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.7M1
237BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.6M1
238Mediolanum International Funds Ltd$2.6M1
239Tidal Investments LLC$2.6M1
240Sumitomo Mitsui DS Asset Management Company, Ltd$2.6M1
241COMMONWEALTH EQUITY SERVICES, LLC$2.5M1
242SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.5M1
243Diversified Investment Strategies, LLC$2.5M1
244ING GROEP NV$2.5M1
245Janus Henderson Group Ltd.$2.5M1
246Verition Fund Management LLC$2.5M1
247CVFG LLC$2.4M1
248UniSuper Management Pty Ltd$2.4M1
249IMC-Chicago, LLC$2.4M1
250Trexquant Investment LP$2.3M1
251Legacy Financial Strategies, LLC$2.3M1
252BAXTER BROS INC$2.3M1
253Vinva Investment Management Ltd$2.3M1
254Values First Advisors, Inc.$2.2M1
255CAISSE DES DEPOTS ET CONSIGNATIONS$2.2M1
256OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.2M1
257CAXTON ASSOCIATES LLP$2.2M1
258Oak Asset Management, LLC$2.1M1
259M&T BANK CORP$2.1M1
260Bridgewater Associates, LP$2.1M1
261Edgestream Partners, L.P.$2.1M1
262MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.0M1
263MML INVESTORS SERVICES, LLC$2.0M1
264&PARTNERS$2.0M1
265Sterling Capital Management LLC$2.0M1
266LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2.0M1
267GATEWAY INVESTMENT ADVISERS LLC$2.0M1
268OP Asset Management Ltd$2.0M1
269NAPLES GLOBAL ADVISORS, LLC$1.9M1
270MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.9M1
271ALPS ADVISORS INC$1.9M1
272Federation des caisses Desjardins du Quebec$1.8M1
273ICW Investment Advisors LLC$1.8M1
274Hudson Bay Capital Management LP$1.8M1
275Brevan Howard Capital Management LP$1.8M1
276Sepio Capital, LP$1.8M1
277Virtus Investment Advisers, LLC$1.7M1
278STEPHENS INC /AR/$1.7M1
279Grantham, Mayo, Van Otterloo & Co. LLC$1.7M1
280Ameritas Investment Partners, Inc.$1.6M1
281Norinchukin Bank, The$1.6M1
2823Chopt Investment Partners, LLC$1.6M1
283GRIMES & Co WEALTH MANAGEMENT, LLC$1.6M1
284Rafferty Asset Management, LLC$1.6M1
285NorthCrest Asset Manangement, LLC$1.5M1
286HUSSMAN STRATEGIC ADVISORS, INC.$1.5M1
287CWM, LLC$1.5M1
288Sequoia Financial Advisors, LLC$1.5M1
289MACQUARIE GROUP LTD$1.5M1
290MISSION WEALTH MANAGEMENT, LP$1.5M1
291OSAIC HOLDINGS, INC.$1.4M1
292Vident Advisory, LLC$1.4M1
293ABN AMRO INVESTMENT SOLUTIONS$1.4M1
294Centiva Capital, LP$1.4M1
295AIGEN INVESTMENT MANAGEMENT, LP$1.4M1
296BROWN ADVISORY INC$1.4M1
297GREAT LAKES ADVISORS, LLC$1.4M1
298Lido Advisors, LLC$1.4M1
299Investment Management Corp of Ontario$1.4M1
300B. Metzler seel. Sohn & Co. AG$1.3M1
301XTX Topco Ltd$1.3M1
302Alpha Omega Wealth Management LLC$1.3M1
303MCDONALD CAPITAL INVESTORS INC/CA$1.3M1
304Perbak Capital Partners LLP$1.3M1
305Resonant Capital Advisors, LLC$1.3M1
306Meadowbrook Advisors Group, LLC$1.2M1
307Ascent Group, LLC$1.2M1
308HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.2M1
309Capital Investment Counsel, Inc$1.2M1
310Global X Japan Co., Ltd.$1.2M1
311MIZUHO SECURITIES USA LLC$1.2M1
312AustralianSuper Pty Ltd$1.1M1
313PANAGORA ASSET MANAGEMENT INC$1.1M1
314Freestone Grove Partners LP$1.1M1
315HARRELL INVESTMENT PARTNERS, LLC$1.1M1
316Lombard Odier Asset Management (Switzerland) SA$1.1M1
317BLAIR WILLIAM & CO/IL$1.1M1
318CIBC WORLD MARKET INC.$1.1M1
319Summit Asset Management, LLC$1.1M1
320Laird Norton Wetherby Trust Company, LLC$1.1M1
321DAYMARK WEALTH PARTNERS, LLC$1.1M1
322Portfolio Design Labs, LLC$1.1M1
323Caprock Group, LLC$1.1M1
324CONTRAVISORY INVESTMENT MANAGEMENT, INC.$1.1M1
325Aster Capital Management (DIFC) Ltd$1.1M1
326Metis Global Partners, LLC$1.0M1
327Impact Partnership Wealth, LLC$1.0M1
328LECAP ASSET MANAGEMENT LTD$1.0M1
329Gibbs Wealth Management$1.0M1
330Allspring Global Investments Holdings, LLC$1.0M1
331Crossmark Global Holdings, Inc.$985K1
332Allworth Financial LP$973K1
333INTECH INVESTMENT MANAGEMENT LLC$966K1
334World Investment Advisors$963K1
335Maryland State Retirement & Pension System$945K1
336denkapparat Operations GmbH$918K1
337Wellington Grp LLC$917K1
338Farringdon Capital, Ltd.$914K1
339Beacon Pointe Advisors, LLC$913K1
340AE Wealth Management LLC$910K1
341Inspire Advisors, LLC$895K1
342AXQ CAPITAL, LP$892K1
343Machina Capital S.A.S.$890K1
344Portside Wealth Group, LLC$889K1
345TWO SIGMA SECURITIES, LLC$846K1
346JOHNSON INVESTMENT COUNSEL INC$823K1
347NewEdge Advisors, LLC$800K1
348MUFG Securities EMEA plc$787K1
349Orion Porfolio Solutions, LLC$786K1
350Dai-ichi Life Insurance Company, Ltd$785K1
351UNITED CAPITAL FINANCIAL ADVISORS, LLC$777K1
352Frank, Rimerman Advisors LLC$775K1
353Private Advisor Group, LLC$775K1
354Baader Bank Aktiengesellschaft$765K1
355HB Wealth Management, LLC$761K1
356Empirical Finance, LLC$752K1
357Advyzon Investment Management, LLC$737K1
358Qtron Investments LLC$687K1
359TOKIO MARINE ASSET MANAGEMENT CO LTD$675K1
360Soltis Investment Advisors LLC$665K1
361State of Wyoming$664K1
362Perpetual Ltd$661K1
363Radnor Capital Management, LLC$659K1
364PARSONS CAPITAL MANAGEMENT INC/RI$647K1
365Triad Wealth Partners, LLC$642K1
366FORTRESS PRIVATE LEDGER, LLC$631K1
367MAI Capital Management$628K1
368NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$614K1
369Wynn Capital, LLC$611K1
370Burton Enright Welch$603K1
371Fortis Capital Management LLC$601K1
372Osmosis Investment Management UK Ltd$600K1
373FOX RUN MANAGEMENT, L.L.C.$599K1
374North Dakota State Investment Board$592K1
375Gilbert Capital Group, Inc.$587K1
376Auto-Owners Insurance Co$587K1
377Fifth Third Wealth Advisors LLC$581K1
378SIGNATUREFD, LLC$577K1
379BAKER TILLY WEALTH MANAGEMENT, LLC$572K1
380INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$565K1
381Simplicity Wealth,LLC$555K1
382QUADRANT CAPITAL GROUP LLC$553K1
383Avior Wealth Management, LLC$552K1
384Independent Advisor Alliance$551K1
385BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$549K1
386MITCHELL SINKLER & STARR/PA$548K1
387Vise Technologies, Inc.$543K1
388ASHTON THOMAS SECURITIES, LLC$540K1
389Diversified Enterprises, LLC$530K1
390SECURIAN ASSET MANAGEMENT, INC$522K1
391EVENTIDE ASSET MANAGEMENT, LLC$515K1
392Kestra Advisory Services, LLC$515K1
393JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$513K1
394Concurrent Investment Advisors, LLC$511K1
395Deseret Mutual Benefit Administrators$511K1
396Pinnacle Financial Partners, Inc.$511K1
397OPPENHEIMER & CO INC$511K1
398Hardy Reed LLC$499K1
399Pure Financial Advisors, LLC$499K1
400NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$498K1
401MANNING & NAPIER ADVISORS LLC$496K1
402BROWN, LISLE/CUMMINGS, INC.$494K1
403Brooklyn Investment Group$492K1
404AIA Group Ltd$489K1
405Aberdeen Wealth Management LLC$488K1
406BEACON INVESTMENT ADVISORY SERVICES, INC.$484K1
407Chicago Partners Investment Group LLC$478K1
408Snowden Capital Advisors LLC$465K1
409Claro Advisors Inc.$464K1
410Ameritas Advisory Services, LLC$461K1
411Stirlingshire Investments, Inc.$459K1
412CHOREO, LLC$459K1
413EVERGREEN CAPITAL MANAGEMENT LLC$459K1
414Merit Financial Group, LLC$451K1
415Grove Bank & Trust$447K1
416Rockefeller Capital Management L.P.$446K1
417KEYBANK NATIONAL ASSOCIATION/OH$446K1
418Tannin Capital LLC$445K1
419Steward Partners Investment Advisory, LLC$438K1
420Wedmont Private Capital$437K1
421MARCO INVESTMENT MANAGEMENT LLC$437K1
422Annis Gardner Whiting Capital Advisors, LLC$432K1
423Polymer Capital Management (US) LLC$431K1
424Westerkirk Capital Inc.$430K1
425Wagner Wealth Management, Corp$429K1
426Castleview Partners, LLC$426K1
427Manchester Capital Management LLC$426K1
428Tower Research Capital LLC (TRC)$424K1
429MGO ONE SEVEN LLC$424K1
430Equitable Holdings, Inc.$422K1
431Graham Capital Management, L.P.$420K1
432Ascentis Independent Advisors$410K1
433CFS Investment Advisory Services, LLC$410K1
434RIA Advisory Group LLC$401K1
435EntryPoint Capital, LLC$400K1
436Envestnet Portfolio Solutions, Inc.$396K1
437Center For Asset Management LLC$393K1
438Lighthouse Investment Partners, LLC$389K1
439Rodgers Brothers Inc.$381K1
440Mariner, LLC$378K1
441Revisor Wealth Management LLC$377K1
442RITHOLTZ WEALTH MANAGEMENT$375K1
443Cannell & Spears LLC$375K1
444Waverly Advisors, LLC$371K1
445Diversified Trust Co$369K1
446Pine Haven Investment Counsel, Inc$368K1
447Compound Planning, Inc.$359K1
448Herold Advisors, Inc.$358K1
449R Squared Ltd$358K1
450Hennion & Walsh Asset Management, Inc.$356K1
451Aaron Wealth Advisors LLC$355K1
452Savant Capital, LLC$353K1
453Focus Partners Wealth$350K1
454ONE WEALTH CAPITAL MANAGEMENT, LLC$347K1
455EP Wealth Advisors, LLC$340K1
456Sun Financial Inc$340K1
457Vestmark Advisory Solutions, Inc.$337K1
458PAX Financial Group, LLC$336K1
459South Shore Capital Advisors$326K1
460B. Riley Wealth Advisors, Inc.$323K1
461FIDELIS CAPITAL PARTNERS, LLC$321K1
462Dana Investment Advisors, Inc.$321K1
463Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$316K1
464EPACRIA CAPITAL PARTNERS, LLC$315K1
465Jefferies Financial Group Inc.$314K1
466OXFORD ASSET MANAGEMENT LLP$314K1
467FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$314K1
468Alliance Wealth Advisors, LLC /UT$312K1
469Buttonwood Financial Advisors Inc.$310K1
470Larson Financial Group LLC$308K1
471180 WEALTH ADVISORS, LLC$306K1
472Sound Financial Strategies Group, LLC$304K1
473Stratos Wealth Partners, LTD.$299K1
474Spire Wealth Management$294K1
475BARD ASSOCIATES INC$294K1
476BERKSHIRE ASSET MANAGEMENT LLC/PA$293K1
477PRINCIPAL SECURITIES, INC.$291K1
478DAVENPORT & Co LLC$289K1
479TEACHER RETIREMENT SYSTEM OF TEXAS$288K1
480Aptus Capital Advisors, LLC$288K1
481Advisors Capital Management, LLC$287K1
482BALYASNY ASSET MANAGEMENT L.P.$286K1
483Callan Family Office, LLC$284K1
484Phillips Wealth Planners LLC$279K1
485Caldwell Trust Co$278K1
486PACES FERRY WEALTH ADVISORS, LLC$278K1
487Meeder Advisory Services, Inc.$277K1
488Siemens Fonds Invest GmbH$277K1
489Kera Capital Partners, Inc.$277K1
490TEMA ETFS LLC$276K1
491Black Diamond Financial, LLC$276K1
492Guardian Wealth Advisors, LLC$274K1
493NWAM LLC$273K1
494Board of the Pension Protection Fund$272K1
495CIDEL ASSET MANAGEMENT INC$270K1
496Smartleaf Asset Management LLC$269K1
497Sowell Financial Services LLC$269K1
498Vontobel Holding Ltd.$268K1
499FIDUCIARY FAMILY OFFICE, LLC$266K1
500KESTRA PRIVATE WEALTH SERVICES, LLC$266K1
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 / 0 sell
Congress net ($ bound)$1.0K to $15.0K
Filers net (actions)not in build
Filers net ($ 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 EXPD

RETAINED WINDOW · ACTIVE HITS
Signal hits naming EXPD
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 EXPD · financials and macro

Financials — as filed PLANNED

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