Public record / Tickers / EXR

EXR — Extra Space Storage Inc.

Both disclosure regimes on one name: who in Congress filed about EXR, 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
18
all PTR rows naming EXR
Members · 12m
1
1 buys · 1 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

Daniel S. Goldman · $15.0K–$50.0K

Sale · traded 2023-07-12 → filed 2023-08-13. Ranked over every EXR row by the provable lower bound, never a point estimate.

1 member · 1 buys / 1 sells

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

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

4 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. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING EXR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning EXR
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-03-12Julia Letlow R–LA-5PurchaseTraded 02-12 +28d$1K–$15K
2026-01-13Julia Letlow R–LA-5SaleTraded 2025-11-03 LATE·71d$1K–$15K
2026-01-13Julia Letlow R–LA-5PurchaseTraded 2025-02-07 LATE·340d$1K–$15K
2025-03-27Robert P. Bresnahan, Jr. R–PA-8SaleTraded 02-25 +30d$1K–$15K
2024-05-15Tommy Tuberville R–ALSale · JT (jointly owned)Traded 04-03 +42d$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 18 ↗

Members active in EXR

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing EXR 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.
Julia Letlow R–LA-52−$14.0K to $14.0K2

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

Congress ↔ notable managers · EXR

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

Trimming
0 $0 held

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

Merged timeline of congressional filings and notable-manager moves on EXR
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+69,121 sh
2026-05-15Bridgewater Associates 13Fnew+4,608 sh

2 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 EXR for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.9B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$2.4B1
3VANGUARD CAPITAL MANAGEMENT LLC$1.8B1
4STATE STREET CORP$1.8B1
5PRINCIPAL FINANCIAL GROUP INC$843M1
6Capital Research Global Investors$820M1
7GEODE CAPITAL MANAGEMENT, LLC$795M1
8Capital World Investors$627M1
9FMR LLC$603M1
10First Eagle Investment Management, LLC$503M1
11Invesco Ltd.$503M1
12DIMENSIONAL FUND ADVISORS LP$420M1
13Daiwa Securities Group Inc.$384M1
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC$368M1
15APG Asset Management US Inc.$362M1
16NORTHERN TRUST CORP$354M1
17CENTERSQUARE INVESTMENT MANAGEMENT LLC$328M1
18ALLIANCEBERNSTEIN L.P.$302M1
19DEUTSCHE BANK AG\$286M1
20Legal & General Group Plc$282M1
21DIAMOND HILL CAPITAL MANAGEMENT INC$269M1
22MASSACHUSETTS FINANCIAL SERVICES CO /MA/$244M1
23MORGAN STANLEY$230M1
24Nuveen, LLC$197M1
25Resolution Capital Ltd$188M1
26PRUDENTIAL FINANCIAL INC$173M1
27Bank of New York Mellon Corp$163M1
28VANGUARD FIDUCIARY TRUST CO$157M1
29Pictet Asset Management Holding SA$155M1
30CITADEL ADVISORS LLC$145M1
31Boston Partners$127M1
32SEI INVESTMENTS CO$124M1
33CANADA PENSION PLAN INVESTMENT BOARD$123M1
34HSBC HOLDINGS PLC$114M1
35BANK OF AMERICA CORP /DE/$102M1
36VOYA INVESTMENT MANAGEMENT LLC$102M1
37Capital International Investors$96.9M1
38Amundi$93.0M1
39UBS Group AG$85.6M1
40Mitsubishi UFJ Asset Management Co., Ltd.$85.4M1
41Sumitomo Mitsui Trust Group, Inc.$82.1M1
42Swiss National Bank$81.7M1
43Universal- Beteiligungs- und Servicegesellschaft mbH$62.6M1
44Vanguard Global Advisers, LLC$60.8M1
45CITIGROUP INC$59.4M1
46AQR CAPITAL MANAGEMENT LLC$56.7M1
47NOMURA ASSET MANAGEMENT CO LTD$52.7M1
48BALYASNY ASSET MANAGEMENT L.P.$51.8M1
49Asset Management One Co., Ltd.$50.9M1
50AMERIPRISE FINANCIAL INC$49.5M1
51CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$48.7M1
52National Pension Service$47.8M1
53VANGUARD ASSET MANAGEMENT, Ltd$47.8M1
54HEITMAN REAL ESTATE SECURITIES LLC$41.8M1
55Freestone Grove Partners LP$41.0M1
56PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$39.9M1
57WELLS FARGO & COMPANY/MN$38.6M1
58Apollo Management Holdings, L.P.$37.6M1
59NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$37.1M1
60BNP Paribas Asset Management Holding S.A.$36.1M1
61AMERICAN CENTURY COMPANIES INC$35.0M1
62Aberdeen Group plc$32.9M1
63Vanguard Investments Australia, Ltd.$32.4M1
64Woodline Partners LP$31.5M1
65Focus Partners Wealth$28.8M1
66State of New Jersey Common Pension Fund D$28.3M1
67Allianz Asset Management GmbH$28.2M1
68ROYAL BANK OF CANADA$27.0M1
69CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$25.6M1
70SCHRODER INVESTMENT MANAGEMENT GROUP$24.7M1
71Zurcher Kantonalbank (Zurich Cantonalbank)$24.0M1
72MACQUARIE GROUP LTD$24.0M1
73STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$23.9M1
74BROOKFIELD Corp /ON/$23.3M1
75AVIVA PLC$22.9M1
76RAYMOND JAMES FINANCIAL INC$22.5M1
77Alyeska Investment Group, L.P.$22.3M1
78CIBC Bancorp USA Inc.$21.9M1
79Retirement Systems of Alabama$21.4M1
80Gradient Investments LLC$21.4M1
81ENVESTNET ASSET MANAGEMENT INC$21.0M1
82Swedbank AB$19.3M1
83COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.0M1
84Ensign Peak Advisors, Inc$18.9M1
85NATIONAL BANK OF CANADA /FI/$18.8M1
86Hazelview Securities Inc.$18.1M1
87Mitsubishi UFJ Trust & Banking Corp$17.3M1
88NEW YORK STATE COMMON RETIREMENT FUND$17.0M1
89Gotham Asset Management, LLC$16.9M1
90MANUFACTURERS LIFE INSURANCE COMPANY, THE$16.4M1
91Resona Asset Management Co.,Ltd.$16.4M1
92CIBC WORLD MARKET INC.$16.0M1
93VICTORY CAPITAL MANAGEMENT INC$15.9M1
94BANK OF MONTREAL /CAN/$15.6M1
95Uniplan Investment Counsel, Inc.$15.2M1
96LPL Financial LLC$15.0M1
97STATE OF WISCONSIN INVESTMENT BOARD$14.9M1
98DANSKE BANK A/S$14.4M1
99ARGENT CAPITAL MANAGEMENT LLC$14.3M1
100FRANKLIN RESOURCES INC$14.0M1
101Vert Asset Management LLC$13.8M1
102Chevy Chase Trust Holdings, LLC$13.7M1
103APG Asset Management N.V.$13.7M1
104Robeco Institutional Asset Management B.V.$13.6M1
105HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$13.2M1
106EXCHANGE TRADED CONCEPTS, LLC$13.0M1
107Quantinno Capital Management LP$12.6M1
108TORONTO DOMINION BANK$12.0M1
109ROYAL LONDON ASSET MANAGEMENT LTD$11.9M1
110Korea Investment CORP$11.7M1
111Vestmark Advisory Solutions, Inc.$11.6M1
112ELEVATION POINT WEALTH PARTNERS, LLC$11.3M1
113STIFEL FINANCIAL CORP$10.8M1
114STOREBRAND ASSET MANAGEMENT AS$10.3M1
115Creative Planning$10.2M1
116TD ASSET MANAGEMENT INC$10.0M1
117Sumitomo Mitsui DS Asset Management Company, Ltd$10.0M1
118IFM Investors Pty Ltd$10.0M1
119KLP KAPITALFORVALTNING AS$9.7M1
120Lansforsakringar Fondforvaltning AB (publ)$9.4M1
121NEOS Investment Management LLC$9.3M1
122ADAGE CAPITAL PARTNERS GP, L.L.C.$9.2M1
123Brookstone Capital Management$9.1M1
1241832 Asset Management L.P.$9.1M1
125Wealthfront Advisers LLC$9.1M1
126UniSuper Management Pty Ltd$8.7M1
127NISA INVESTMENT ADVISORS, LLC$8.6M1
128GUGGENHEIM CAPITAL LLC$8.6M1
129Tredje AP-fonden$8.6M1
130BANK OF NOVA SCOTIA$8.5M1
131CREDIT AGRICOLE S A$8.2M1
132Metis Global Partners, LLC$8.1M1
133NISSAY ASSET MANAGEMENT CORP /JAPAN$8.0M1
134New Age Alpha Advisors, LLC$8.0M1
135PUBLIC SECTOR PENSION INVESTMENT BOARD$7.9M1
136FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$7.9M1
137BAMCO INC /NY/$7.9M1
138Czech National Bank$7.6M1
139Arizona State Retirement System$7.6M1
140Callodine Capital Management, LP$7.4M1
141STATE OF MICHIGAN RETIREMENT SYSTEM$7.3M1
142GATEWAY INVESTMENT ADVISERS LLC$7.0M1
143Man Group plc$6.8M1
144FIRST TRUST ADVISORS LP$6.8M1
145CIBC Asset Management Inc$6.6M1
146Mirae Asset Global Investments Co., Ltd.$6.4M1
147WESTPAC BANKING CORP$6.4M1
148NATIXIS$6.3M1
149USS Investment Management Ltd$6.3M1
150MANNING & NAPIER ADVISORS LLC$6.2M1
151DnB Asset Management AS$5.9M1
152Andra AP-fonden$5.9M1
153Northwest & Ethical Investments L.P.$5.8M1
154CAPITOLIS LIQUID GLOBAL MARKETS LLC$5.5M1
155ProShare Advisors LLC$5.1M1
156SEB Asset Management AB$5.1M1
157Jacobsen Capital Management$5.1M1
158XPONANCE LLC$4.9M1
159LIBERTY ONE INVESTMENT MANAGEMENT, LLC$4.8M1
160Cetera Investment Advisers$4.7M1
161Federation des caisses Desjardins du Quebec$4.6M1
162Connor, Clark & Lunn Investment Management Ltd.$4.6M1
163Utah Retirement Systems$4.5M1
164Inspire Investing, LLC$4.4M1
165Sophron Capital Management L.P.$4.3M1
166Edgestream Partners, L.P.$4.2M1
167NEW YORK LIFE INVESTMENT MANAGEMENT LLC$4.2M1
168Dakota Wealth Management$4.1M1
169MERCER GLOBAL ADVISORS INC /ADV$4.0M1
170O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.9M1
171Adelante Capital Management LLC$3.9M1
172SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.9M1
173Cerity Partners LLC$3.9M1
174BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.8M1
175XTX Topco Ltd$3.8M1
176Bayhunt Capital LLC$3.8M1
177M&T BANK CORP$3.6M1
178MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.6M1
179ALLIANZ SE$3.5M1
180Texas Yale Capital Corp.$3.5M1
181Janus Henderson Group Ltd.$3.5M1
182FIL Ltd$3.4M1
183US BANCORP \DE\$3.4M1
184MOODY LYNN LIEBERSON & WALKER, LLC$3.4M1
185MACKENZIE FINANCIAL CORP$3.3M1
186OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.2M1
187LAZARD ASSET MANAGEMENT LLC$3.2M1
188Vanguard Personalized Indexing Management, LLC$3.1M1
189Private Advisor Group, LLC$3.0M1
190Cander Asset Management LP$3.0M1
191Sanctuary Advisors, LLC$3.0M1
192MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.0M1
193Norinchukin Bank, The$3.0M1
194Sterling Capital Management LLC$2.9M1
195OP Asset Management Ltd$2.9M1
196Allspring Global Investments Holdings, LLC$2.9M1
197Capital International, Inc./CA/$2.9M1
198HighTower Advisors, LLC$2.8M1
199DIVERSIFY WEALTH MANAGEMENT, LLC$2.8M1
200Rafferty Asset Management, LLC$2.7M1
201NORDEA INVESTMENT MANAGEMENT AB$2.7M1
202Mariner, LLC$2.7M1
203TWINBEECH CAPITAL LP$2.6M1
204ING GROEP NV$2.6M1
205Swiss Life Asset Management Ltd$2.5M1
206Ally Financial Inc.$2.5M1
207Investment Management Corp of Ontario$2.4M1
208Ethic Inc.$2.3M1
209DUFF & PHELPS INVESTMENT MANAGEMENT CO$2.2M1
210OPPENHEIMER ASSET MANAGEMENT INC.$2.2M1
211COHEN & STEERS, INC.$2.2M1
212Avanza Fonder AB$2.1M1
213WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.1M1
214COMMERCE BANK$2.0M1
215LMR Partners LLP$2.0M1
216Y-Intercept (Hong Kong) Ltd$2.0M1
217Mattson Financial Services, LLC$2.0M1
218Tower Research Capital LLC (TRC)$2.0M1
219Pathstone Holdings, LLC$1.9M1
220CWM, LLC$1.9M1
221Candriam S.C.A.$1.9M1
222Naviter Wealth, LLC$1.8M1
223Tidal Investments LLC$1.8M1
224AG2R LA MONDIALE GESTION D'ACTIFS$1.8M1
225MAI Capital Management$1.7M1
226OSAIC HOLDINGS, INC.$1.7M1
227Fideuram Asset Management (Ireland) dac$1.7M1
228Summit Trail Advisors, LLC$1.7M1
229Taylor Frigon Capital Management LLC$1.7M1
230MIZUHO SECURITIES USA LLC$1.7M1
231Kestra Advisory Services, LLC$1.7M1
232GeoWealth Management, LLC$1.7M1
233Corient Private Wealth LLC$1.7M1
234JOHNSON INVESTMENT COUNSEL INC$1.6M1
235Paralel Advisors LLC$1.6M1
236FIFTH THIRD BANCORP$1.6M1
237RD Lewis Holdings, Inc.$1.6M1
238INTACT INVESTMENT MANAGEMENT INC.$1.6M1
239DRW Securities, LLC$1.5M1
240Presima Securities ULC$1.5M1
241Jain Global LLC$1.5M1
242Rockefeller Capital Management L.P.$1.5M1
243Osmosis Investment Management UK Ltd$1.4M1
244DoubleLine ETF Adviser LP$1.4M1
245Maryland State Retirement & Pension System$1.4M1
246Physician Wealth Advisors, Inc.$1.4M1
247Eurizon Capital SGR S.p.A.$1.4M1
248DONALDSON CAPITAL MANAGEMENT, LLC$1.4M1
249Private Capital Management, LLC$1.4M1
250Advisors Asset Management, Inc.$1.3M1
251Clearbridge Investments, LLC$1.3M1
252WINMILL & CO. INC$1.3M1
253BANQUE PICTET & CIE SA$1.3M1
254Crossmark Global Holdings, Inc.$1.3M1
255OMERS ADMINISTRATION Corp$1.3M1
256ABN AMRO INVESTMENT SOLUTIONS$1.3M1
257Vident Advisory, LLC$1.2M1
258TOKIO MARINE ASSET MANAGEMENT CO LTD$1.2M1
259UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.2M1
260UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.2M1
261Vanderbilt University$1.2M1
262KING LUTHER CAPITAL MANAGEMENT CORP$1.2M1
263CAPITAL MANAGEMENT CORP /VA$1.2M1
264COMMONWEALTH EQUITY SERVICES, LLC$1.2M1
265MUFG Securities EMEA plc$1.1M1
266KESTRA PRIVATE WEALTH SERVICES, LLC$1.1M1
267OSSIAM$1.1M1
268ExodusPoint Capital Management, LP$1.1M1
269Capital International Sarl$1.1M1
270QUADRANT CAPITAL GROUP LLC$1.1M1
271KEYBANK NATIONAL ASSOCIATION/OH$1.1M1
272Steward Partners Investment Advisory, LLC$1.1M1
273Brown Financial Advisors$1.0M1
274Schiavi & Co LLC$1.0M1
275Gallacher Capital Management LLC$1.0M1
276Saudi Central Bank$1.0M1
277FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$1.0M1
278Blueshift Asset Management, LLC$1000K1
279FOX RUN MANAGEMENT, L.L.C.$988K1
280COURIER CAPITAL LLC$987K1
281Howard Capital Management, LLC$980K1
282MONEY CONCEPTS CAPITAL CORP$974K1
283Empowered Funds, LLC$964K1
284TWO SIGMA SECURITIES, LLC$946K1
285NOMURA HOLDINGS INC$909K1
286ASR Vermogensbeheer N.V.$905K1
287NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$891K1
288BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$887K1
289INTECH INVESTMENT MANAGEMENT LLC$885K1
290CASCADE INVESTMENT GROUP, INC.$817K1
291Krilogy Financial LLC$806K1
292North Dakota State Investment Board$798K1
293Hummer Financial Advisory Services Inc$777K1
294MUFG SECURITIES AMERICAS INC.$770K1
295Orion Porfolio Solutions, LLC$767K1
296NewEdge Advisors, LLC$763K1
297Lido Advisors, LLC$759K1
298Fairtree Asset Management (Pty) Ltd$756K1
299SECURIAN ASSET MANAGEMENT, INC$744K1
300Squarepoint Ops LLC$740K1
301Aegis Wealth Management, Inc.$732K1
302Sequoia Financial Advisors, LLC$715K1
303LJI Wealth Management, LLC$699K1
304WHALEROCK POINT PARTNERS, LLC$688K1
305Savant Capital, LLC$685K1
306D.A. DAVIDSON & CO.$675K1
307Callan Family Office, LLC$675K1
308GTS SECURITIES LLC$668K1
309BENJAMIN EDWARDS INC$663K1
310ASSETMARK, INC$661K1
311Ignite Planners, LLC$660K1
312E. Ohman J:or Asset Management AB$658K1
313GLENMEDE TRUST CO NA$655K1
314Farringdon Capital, Ltd.$651K1
315J.W. COLE ADVISORS, INC.$651K1
316Merit Financial Group, LLC$646K1
317Atria Investments, Inc$634K1
318INCEPTIONR LLC$608K1
319Jefferies Financial Group Inc.$606K1
320ROCKLAND TRUST CO$605K1
321Bridgewater Associates, LP$604K1
322Dai-ichi Life Insurance Company, Ltd$603K1
323CHIRON CAPITAL MANAGEMENT, LLC$590K1
324Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$588K1
325MML INVESTORS SERVICES, LLC$580K1
326Tempus Wealth Planning, LLC$568K1
327PRUDENTIAL PLC$560K1
328Paladin Wealth, LLC$555K1
329Values First Advisors, Inc.$548K1
330CSS LLC/IL$525K1
331Apollon Wealth Management, LLC$523K1
332HUB Investment Partners, LLC$518K1
333EP Wealth Advisors, LLC$509K1
334TEMA ETFS LLC$506K1
335COLDSTREAM CAPITAL MANAGEMENT INC$501K1
336McKinley Carter Wealth Services, Inc.$501K1
337CWA Asset Management Group, LLC$499K1
338BROWN ADVISORY INC$498K1
339AlphaCore Capital LLC$492K1
340Brooklyn Investment Group$482K1
341MANGROVE PARTNERS IM, LLC$474K1
342HB Wealth Management, LLC$470K1
343Van Hulzen Asset Management, LLC$463K1
344TRUIST FINANCIAL CORP$451K1
345BCO Wealth Management LLC$451K1
346&PARTNERS$437K1
347PANAGORA ASSET MANAGEMENT INC$433K1
348OFI INVEST ASSET MANAGEMENT$431K1
349MATHER GROUP, LLC.$431K1
350Sivia Capital Partners, LLC$431K1
351TEACHER RETIREMENT SYSTEM OF TEXAS$415K1
352VISIONARY HORIZONS, LLC$413K1
353Walleye Trading LLC$411K1
354NAVELLIER & ASSOCIATES INC$410K1
355LRT Capital Management, LLC$408K1
356Allworth Financial LP$404K1
357Siemens Fonds Invest GmbH$402K1
358Three Seasons Wealth, LLC$393K1
359Checchi Capital Advisers, LLC$387K1
360Horst & Graben Wealth Management LLC$378K1
361QRG CAPITAL MANAGEMENT, INC.$378K1
362SPIREPOINT PRIVATE CLIENT, LLC$370K1
363Orange Investment Advisors, Inc.$369K1
364PROFUND ADVISORS LLC$368K1
365ANGELES WEALTH MANAGEMENT, LLC$366K1
366Meiji Yasuda Asset Management Co Ltd.$354K1
367TRUST CO OF TOLEDO NA /OH/$353K1
368Sagewood Asset Management LP$348K1
369Prestige Wealth Management Group LLC$343K1
370Twin Tree Management, LP$342K1
371Snowden Capital Advisors LLC$338K1
372Segment Wealth Management, LLC$326K1
373Marex Group Ltd$323K1
374Abel Hall, LLC$319K1
375Premier Path Wealth Partners, LLC$315K1
376Polymer Capital Management (US) LLC$313K1
377LEVEL FOUR ADVISORY SERVICES, LLC$312K1
378REGIONS FINANCIAL CORP$312K1
379Gryphon Financial Partners LLC$312K1
380Chicago Partners Investment Group LLC$308K1
381Intrua Financial, LLC$306K1
382Ethos Financial Group, LLC$298K1
383Larson Financial Group LLC$296K1
384LEAVELL INVESTMENT MANAGEMENT, INC.$296K1
385American Investment Services, Inc.$295K1
386Impact Partnership Wealth, LLC$294K1
387MASTERINVEST Kapitalanlage GmbH$293K1
388Independent Advisor Alliance$291K1
389Choate Investment Advisors$291K1
390Loudon Investment Management, LLC$290K1
391Vontobel Holding Ltd.$286K1
392INDEPENDENT FINANCIAL GROUP, LLC$283K1
393Glenview Trust Co$282K1
394Fiduciary Group, LLC$280K1
395Legacy Wealth Asset Management, LLC$277K1
396Gilman Hill Asset Management, LLC$275K1
397CHILTON CAPITAL MANAGEMENT LLC$275K1
398Waverly Advisors, LLC$271K1
399Astoria Portfolio Advisors LLC.$269K1
400NewEdge Wealth, LLC$265K1
401FEDERATED HERMES, INC.$265K1
402Wilmington Savings Fund Society, FSB$264K1
403Summit Place Financial Advisors, LLC$262K1
404EVOLVE PRIVATE WEALTH, LLC$260K1
405NAPLES GLOBAL ADVISORS, LLC$258K1
406PINNACLE ASSOCIATES LTD$257K1
407Frec Markets, Inc.$257K1
408BAILARD, INC.$256K1
409One Capital Management, LLC$255K1
410SIGNATUREFD, LLC$255K1
411Greenfield Seitz Capital Management, LLC$255K1
412Ameritas Investment Partners, Inc.$254K1
413Clearstead Advisors, LLC$251K1
414JOURNEY STRATEGIC WEALTH LLC$249K1
415MQS Management LLC$248K1
416NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$247K1
417PATTON FUND MANAGEMENT, INC.$245K1
418McDonough Capital Management, Inc$243K1
419Gateway Wealth Partners, LLC$243K1
420Truvestments Capital LLC$241K1
421Curi Capital, LLC$240K1
422CM WEALTH ADVISORS LLC$239K1
423Stratos Wealth Partners, LTD.$236K1
424VestGen Advisors, LLC$236K1
425Cetera Trust Company, N.A$236K1
426GREENLEAF TRUST$231K1
427Baird Financial Group, Inc.$231K1
428Farmers & Merchants Trust Co of Long Beach$229K1
429FIRST CITIZENS BANK & TRUST CO$223K1
430Wedmont Private Capital$223K1
431Collaborative Fund Advisors, LLC$219K1
432FARMERS & MERCHANTS INVESTMENTS INC$216K1
433Atlantic Union Bankshares Corp$215K1
434PARSONS CAPITAL MANAGEMENT INC/RI$213K1
435Auxano Advisors, LLC$213K1
436Adams Wealth Management$212K1
437CacheTech Inc.$212K1
438Compound Planning, Inc.$211K1
439Aprio Wealth Management, LLC$209K1
440AXQ CAPITAL, LP$207K1
441Elser Financial Planning, Inc$205K1
442LDR Capital Management LLC$203K1
443Fifth Third Wealth Advisors LLC$203K1
444Vise Technologies, Inc.$203K1
445SHEETS SMITH WEALTH MANAGEMENT$202K1
446CLIFFORD SWAN INVESTMENT COUNSEL LLC$200K1
447Cresset Asset Management, LLC$200K1
448OSLO PENSJONSFORSIKRING AS$193K1
449Smartleaf Asset Management LLC$193K1
450HM PAYSON & CO$186K1
451Aster Capital Management (DIFC) Ltd$177K1
452Geneos Wealth Management Inc.$170K1
453TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$157K1
454Livforsakringsbolaget Skandia, Omsesidigt$144K1
455Arax Advisory Partners$144K1
456BELLEVUE ASSET MANAGEMENT, LLC$124K1
457CVA Family Office, LLC$123K1
458BARTLETT & CO. WEALTH MANAGEMENT LLC$119K1
459SALEM INVESTMENT COUNSELORS INC$116K1
460HHM Wealth Advisors, LLC$101K1
461Y.D. More Investments Ltd$97.8K1
462Generali Investments, Management Co LLC$97.2K1
463Cromwell Holdings LLC$96.1K1
464DiNuzzo Private Wealth, Inc.$93.8K1
465Bank Julius Baer & Co. Ltd, Zurich$92.6K1
466Eurizon SLJ Capital Ltd$90.6K1
467Catalyst Capital Advisors LLC$78.7K1
468STANCE CAPITAL LLC$78.7K1
469CYBER HORNET ETFs LLC$77.1K1
470UMB Bank, n.a.$77.0K1
471Ancora Advisors LLC$77.0K1
472Global X Japan Co., Ltd.$76.1K1
473Generali Asset Management SPA SGR$73.6K1
474Parkside Financial Bank & Trust$69.9K1
475CENTRAL TRUST Co$69.5K1
476Manchester Capital Management LLC$67.4K1
477Muzinich & Co., Inc.$67.1K1
478THRIVENT FINANCIAL FOR LUTHERANS$66.8K1
479Spire Wealth Management$63.5K1
480CANADA LIFE ASSURANCE Co$61.7K1
481Basecamp Wealth Advisors LLC$53.6K1
482Mechanics Financial Corp$51.0K1
483Blue Trust, Inc.$50.2K1
484Deseret Mutual Benefit Administrators$48.4K1
485ARMSTRONG ADVISORY GROUP, INC$45.4K1
486ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$43.1K1
487Pinnacle Wealth Planning Services, Inc.$42.6K1
488Wall Street Financial Group, Inc.$41.2K1
489N.E.W. Advisory Services LLC$39.6K1
490Capula Management Ltd$36.7K1
491Cassaday & Co Wealth Management LLC$29.9K1
492SHP Wealth Management$24.9K1
493NEW YORK STATE TEACHERS RETIREMENT SYSTEM$24.1K1
494NFSG Corp$23.6K1
495Transamerica Financial Advisors, LLC$23.0K1
496State of Wyoming$22.6K1
497BLUELINE ADVISORS LLC$19.9K1
498DT Investment Partners, LLC$18.6K1
499Bank of New Hampshire$18.1K1
500VAN ECK ASSOCIATES CORP$17.8K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 1 sell
Congress net ($ bound)−$14.0K to $14.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on EXR

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for EXR · financials and macro

Financials — as filed PLANNED

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