Public record / Tickers / FE

FE — FIRSTENERGY CORP

Both disclosure regimes on one name: who in Congress filed about FE, 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
14
all PTR rows naming FE
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
07-17
filed 2026-07-17
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

Dan Newhouse · $1.0K–$15.0K

Purchase · traded 2026-07-10 → filed 2026-07-17. Ranked over every FE 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.

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

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 FE · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning FE
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-17Dan Newhouse R–WA-4Purchase · SP (spouse-owned)Traded 07-10 +7d$1K–$15K
2022-03-07Earl Blumenauer D–OR-3Purchase · SP (spouse-owned)Traded 02-11 +24d$1K–$15K
2020-08-24Lois Frankel D–FL-22Sale · partial (partial sale)Traded 07-28 +27d$1K–$15K
2020-08-24Lois Frankel D–FL-22Sale · partial (partial sale)Traded 07-22 +33d$1K–$15K
2020-08-10Earl Blumenauer D–OR-3Purchase · SP (spouse-owned)Traded 07-22 +19d$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 14 ↗

Members active in FE

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing FE 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.
Dan Newhouse R–WA-41$1.0K to $15.0K3

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

Congress ↔ notable managers · FE

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Dan Newhouse R–WA-4 $1K–$15K
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 · FIRSTENERGY CORP

Merged timeline of congressional filings and notable-manager moves on FE
DateWhoChangeSize
2026-07-17Dan Newhouse CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fnew+156,098 sh
2026-05-15Soros Fund Management 13Fnew+20,946 sh
2026-05-15Bridgewater Associates 13Fexit−22,105 sh
2026-05-14Caxton Associates 13Ftrim−36,890 sh

5 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 FE for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1Capital World Investors$3.9B1
2BlackRock, Inc.$2.5B1
3STATE STREET CORP$2.1B1
4VANGUARD CAPITAL MANAGEMENT LLC$1.8B1
5Blackstone Inc.$1.5B1
6VANGUARD PORTFOLIO MANAGEMENT LLC$1.4B1
7Boston Partners$893M1
8GEODE CAPITAL MANAGEMENT, LLC$695M1
9Invesco Ltd.$607M1
10MORGAN STANLEY$558M1
11MILLENNIUM MANAGEMENT LLC$516M1
12Allspring Global Investments Holdings, LLC$508M1
13FEDERATED HERMES, INC.$494M1
14BANK OF AMERICA CORP /DE/$273M1
15FRANKLIN RESOURCES INC$246M1
16NORTHERN TRUST CORP$233M1
17Legal & General Group Plc$231M1
18VICTORY CAPITAL MANAGEMENT INC$200M1
19ROYAL BANK OF CANADA$194M1
20Bank of New York Mellon Corp$189M1
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC$184M1
22FMR LLC$178M1
23UBS Group AG$177M1
24Electron Capital Partners, LLC$152M1
25VANGUARD FIDUCIARY TRUST CO$150M1
26UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$135M1
27DIMENSIONAL FUND ADVISORS LP$133M1
28BROOKFIELD Corp /ON/$133M1
29FIRST TRUST ADVISORS LP$132M1
30DEUTSCHE BANK AG\$131M1
31WELLS FARGO & COMPANY/MN$130M1
32RAYMOND JAMES FINANCIAL INC$121M1
33ENVESTNET ASSET MANAGEMENT INC$100M1
34Nuveen, LLC$96.5M1
35Energy Income Partners, LLC$96.3M1
36CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$92.7M1
37BARCLAYS PLC$92.4M1
38Swiss National Bank$81.6M1
39LPL Financial LLC$77.7M1
40Eurizon Capital SGR S.p.A.$74.8M1
41DUFF & PHELPS INVESTMENT MANAGEMENT CO$66.1M1
42SEI INVESTMENTS CO$65.4M1
43Mitsubishi UFJ Asset Management Co., Ltd.$61.9M1
44D. E. Shaw & Co., Inc.$59.9M1
45Sumitomo Mitsui Trust Group, Inc.$59.5M1
46UniSuper Management Pty Ltd$59.3M1
47MANUFACTURERS LIFE INSURANCE COMPANY, THE$58.9M1
48Vanguard Global Advisers, LLC$57.6M1
49Aberdeen Group plc$54.9M1
50Hudson Bay Capital Management LP$53.5M1
51VANGUARD ASSET MANAGEMENT, Ltd$53.0M1
52CITIGROUP INC$50.6M1
53AQR CAPITAL MANAGEMENT LLC$50.5M1
54National Pension Service$49.8M1
55COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$49.0M1
56Amundi$48.6M1
57BANK OF MONTREAL /CAN/$45.0M1
58ADAGE CAPITAL PARTNERS GP, L.L.C.$44.9M1
59HSBC HOLDINGS PLC$43.5M1
60BECKER CAPITAL MANAGEMENT INC$41.6M1
61Capital International, Inc./CA/$39.9M1
62AMERIPRISE FINANCIAL INC$36.3M1
63Swiss Life Asset Management Ltd$32.8M1
64PRINCIPAL FINANCIAL GROUP INC$31.2M1
65Magellan Asset Management Ltd$31.2M1
66MACKENZIE FINANCIAL CORP$31.0M1
67Squarepoint Ops LLC$30.6M1
68ALLIANCEBERNSTEIN L.P.$29.8M1
691832 Asset Management L.P.$28.5M1
70Verition Fund Management LLC$27.5M1
71ALPS ADVISORS INC$27.4M1
72Vanguard Investments Australia, Ltd.$26.9M1
73STIFEL FINANCIAL CORP$26.8M1
74JUPITER ASSET MANAGEMENT LTD$25.5M1
75STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$24.3M1
76Quantinno Capital Management LP$23.7M1
77AE Wealth Management LLC$23.5M1
78FIFTH THIRD BANCORP$22.3M1
79Korea Investment CORP$22.0M1
80Aventail Capital Group, LP$20.6M1
81Envestnet Portfolio Solutions, Inc.$20.1M1
82PRUDENTIAL FINANCIAL INC$20.0M1
83HITE Hedge Asset Management LLC$19.5M1
84FIRST CITIZENS BANK & TRUST CO$19.5M1
85AMERICAN CENTURY COMPANIES INC$19.2M1
86MACQUARIE GROUP LTD$18.9M1
87WEDGE CAPITAL MANAGEMENT L L P/NC$18.0M1
88Zurcher Kantonalbank (Zurich Cantonalbank)$17.7M1
89TRUIST FINANCIAL CORP$17.3M1
90Asset Management One Co., Ltd.$17.2M1
91STATE OF WISCONSIN INVESTMENT BOARD$17.1M1
92MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$16.5M1
93SummitTX Capital, L.P.$16.4M1
94CREDIT AGRICOLE S A$16.2M1
95NEW YORK STATE COMMON RETIREMENT FUND$15.5M1
96Alyeska Investment Group, L.P.$15.4M1
97JANE STREET GROUP, LLC$14.8M1
98GUGGENHEIM CAPITAL LLC$14.7M1
99Mitsubishi UFJ Trust & Banking Corp$14.7M1
100Illinois Municipal Retirement Fund$14.7M1
101Cetera Investment Advisers$14.4M1
102Chevy Chase Trust Holdings, LLC$14.0M1
103Tredje AP-fonden$13.5M1
104RENAISSANCE TECHNOLOGIES LLC$13.3M1
105HEARTLAND ADVISORS INC$13.3M1
106Wealthfront Advisers LLC$12.9M1
107Pictet Asset Management Holding SA$12.7M1
108Harvest Portfolios Group Inc.$12.5M1
109Covalis Capital LLP$12.5M1
110ROYAL LONDON ASSET MANAGEMENT LTD$12.1M1
111CITADEL ADVISORS LLC$12.0M1
112APG Asset Management N.V.$12.0M1
113Andra AP-fonden$11.8M1
114NOMURA ASSET MANAGEMENT CO LTD$11.2M1
115Resona Asset Management Co.,Ltd.$10.8M1
116Ensign Peak Advisors, Inc$10.8M1
117Bryn Mawr Trust Advisors, LLC$10.6M1
118TD ASSET MANAGEMENT INC$10.5M1
119CIBC Asset Management Inc$10.3M1
120Connor, Clark & Lunn Investment Management Ltd.$10.3M1
121Point72 Asset Management, L.P.$10.3M1
122BW Gestao de Investimentos Ltda.$10.1M1
123New Age Alpha Advisors, LLC$9.8M1
124HighTower Advisors, LLC$9.4M1
125PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$9.0M1
126State of New Jersey Common Pension Fund D$8.9M1
127Calamos Advisors LLC$8.8M1
128Universal- Beteiligungs- und Servicegesellschaft mbH$8.5M1
129Focus Partners Wealth$8.5M1
130TORONTO DOMINION BANK$8.3M1
131ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$8.3M1
132IFM Investors Pty Ltd$8.2M1
133ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$8.1M1
134Susquehanna Portfolio Strategies, LLC$8.0M1
135Gotham Asset Management, LLC$7.9M1
136COMMONWEALTH EQUITY SERVICES, LLC$7.7M1
137Arizona State Retirement System$7.6M1
138PUBLIC SECTOR PENSION INVESTMENT BOARD$7.5M1
139M&T BANK CORP$7.4M1
140BTG Pactual Asset Management US LLC$7.2M1
141Creative Planning$7.2M1
142Czech National Bank$7.2M1
143MARTINGALE ASSET MANAGEMENT L P$7.1M1
144CIBC Bancorp USA Inc.$6.9M1
145OSAIC HOLDINGS, INC.$6.9M1
146STATE OF MICHIGAN RETIREMENT SYSTEM$6.9M1
147TOCQUEVILLE ASSET MANAGEMENT L.P.$6.9M1
148Cerity Partners LLC$6.8M1
149Berger Financial Group, Inc$6.8M1
150Stablepoint Partners, LLC$6.8M1
151INTECH INVESTMENT MANAGEMENT LLC$6.7M1
152VOYA INVESTMENT MANAGEMENT LLC$6.7M1
153DAVENPORT & Co LLC$6.5M1
154SCHRODER INVESTMENT MANAGEMENT GROUP$6.5M1
155Investment Management Corp of Ontario$6.4M1
156MetLife Investment Management, LLC$6.2M1
157MML INVESTORS SERVICES, LLC$6.1M1
158Qube Research & Technologies Ltd$6.0M1
159NEW ENGLAND ASSET MANAGEMENT INC$5.6M1
160Retirement Systems of Alabama$5.6M1
161ProShare Advisors LLC$5.4M1
162TWO SIGMA INVESTMENTS, LP$5.4M1
163Graham Capital Management, L.P.$5.3M1
164XPONANCE LLC$5.2M1
165Woodline Partners LP$5.2M1
166Mirae Asset Global Investments Co., Ltd.$5.2M1
167Cornerstone Wealth Group, LLC$5.1M1
168ONTARIO TEACHERS PENSION PLAN BOARD$5.0M1
169&PARTNERS$4.9M1
170NATIONAL BANK OF CANADA /FI/$4.9M1
171Atria Investments, Inc$4.8M1
172Jackson Hole Capital Partners, LLC$4.7M1
173Daiwa Securities Group Inc.$4.6M1
174Utah Retirement Systems$4.5M1
175SVB WEALTH LLC$4.4M1
176Corient Private Wealth LLC$4.3M1
177NEOS Investment Management LLC$4.2M1
178BANK OF NOVA SCOTIA$4.2M1
179SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.1M1
180Rakuten Investment Management, Inc.$4.0M1
181YOUSIF CAPITAL MANAGEMENT, LLC$3.9M1
182FULTON BANK, N.A.$3.8M1
183BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.8M1
184Man Group plc$3.8M1
185ASSETMARK, INC$3.8M1
186USS Investment Management Ltd$3.8M1
187AGF MANAGEMENT LTD$3.7M1
188Wilmington Savings Fund Society, FSB$3.7M1
189LAZARD ASSET MANAGEMENT LLC$3.7M1
190NEW YORK LIFE INVESTMENT MANAGEMENT LLC$3.7M1
191Sumitomo Mitsui DS Asset Management Company, Ltd$3.7M1
192DAYMARK WEALTH PARTNERS, LLC$3.6M1
193NISSAY ASSET MANAGEMENT CORP /JAPAN$3.6M1
194Sowell Financial Services LLC$3.6M1
195Mariner, LLC$3.6M1
196American Assets Investment Management, LLC$3.5M1
197CAXTON ASSOCIATES LLP$3.5M1
198Larson Financial Group LLC$3.3M1
199Vanguard Personalized Indexing Management, LLC$3.3M1
200O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.3M1
201Sequoia Financial Advisors, LLC$3.1M1
202OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.0M1
203GLENMEDE TRUST CO NA$3.0M1
204Waterloo Capital, L.P.$3.0M1
205WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.0M1
206Advisors Asset Management, Inc.$3.0M1
207Janus Henderson Group Ltd.$2.8M1
208MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.8M1
209FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$2.7M1
210US BANCORP \DE\$2.7M1
211Dynasty Wealth Management, LLC$2.7M1
212Elo Mutual Pension Insurance Co$2.7M1
213Millington Financial Advisors, LLC$2.6M1
214BENJAMIN EDWARDS INC$2.6M1
215Midwest Trust Co$2.6M1
216Raleigh Capital Management Inc.$2.6M1
217Kohmann Bosshard Financial Services, LLC$2.4M1
218Oak Thistle LLC$2.4M1
219Ascent Group, LLC$2.4M1
220Sanctuary Advisors, LLC$2.4M1
221Hennion & Walsh Asset Management, Inc.$2.4M1
222Strategic Advisors LLC$2.3M1
223Merit Financial Group, LLC$2.2M1
224Linden Thomas Advisory Services, LLC$2.2M1
225CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$2.2M1
226Kestra Advisory Services, LLC$2.2M1
227Rafferty Asset Management, LLC$2.1M1
228IMC-Chicago, LLC$2.1M1
229MERCER GLOBAL ADVISORS INC /ADV$2.1M1
230Pathstone Holdings, LLC$2.1M1
231NISA INVESTMENT ADVISORS, LLC$2.1M1
232BOOTHBAY FUND MANAGEMENT, LLC$2.0M1
233Verdence Capital Advisors LLC$2.0M1
234United Asset Strategies, Inc.$2.0M1
235Altman Advisors, Inc.$2.0M1
236HOLDERNESS INVESTMENTS CO$1.9M1
237Sigma Planning Corp$1.9M1
238Capital International Sarl$1.9M1
239PICTON MAHONEY ASSET MANAGEMENT$1.8M1
240Steward Partners Investment Advisory, LLC$1.8M1
241Stratos Wealth Partners, LTD.$1.8M1
242WEALTH ALLIANCE, LLC$1.8M1
243Beacon Pointe Advisors, LLC$1.8M1
244COMMERCE BANK$1.8M1
245Norinchukin Bank, The$1.7M1
246NewEdge Advisors, LLC$1.7M1
247Howard Capital Management, LLC$1.7M1
248CWM, LLC$1.7M1
249Cherokee Insurance Co$1.7M1
250Callahan Advisors, LLC$1.7M1
251Tower Research Capital LLC (TRC)$1.6M1
252NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.6M1
253Farringdon Capital, Ltd.$1.6M1
254Private Capital Management, LLC$1.6M1
255MIZUHO SECURITIES USA LLC$1.6M1
256ABN AMRO INVESTMENT SOLUTIONS$1.6M1
257NORDEA INVESTMENT MANAGEMENT AB$1.6M1
258Caption Management, LLC$1.5M1
259PRUDENTIAL PLC$1.5M1
260Arvest Bank Trust Division$1.5M1
261HARTFORD INVESTMENT MANAGEMENT CO$1.5M1
262Bleakley Financial Group, LLC$1.5M1
263WESTPAC BANKING CORP$1.5M1
264OMERS ADMINISTRATION Corp$1.5M1
265Fideuram Asset Management (Ireland) dac$1.4M1
266Callan Family Office, LLC$1.4M1
267Summit Trail Advisors, LLC$1.4M1
268Rockefeller Capital Management L.P.$1.4M1
269MGO ONE SEVEN LLC$1.4M1
270Maryland State Retirement & Pension System$1.4M1
271Beacon Financial Advisory LLC$1.3M1
272Odyssean, LLC$1.3M1
273Empowered Funds, LLC$1.3M1
274denkapparat Operations GmbH$1.3M1
275BALANCED WEALTH GROUP LLC$1.3M1
276Convergence Investment Partners, LLC$1.3M1
277Vise Technologies, Inc.$1.3M1
278ELEVATION POINT WEALTH PARTNERS, LLC$1.3M1
279Zimmer Partners, LP$1.3M1
280Inspire Investing, LLC$1.3M1
281Leo Wealth, LLC$1.2M1
282Tidal Investments LLC$1.2M1
283TOUNJIAN ADVISORY PARTNERS, LLC$1.2M1
284Vident Advisory, LLC$1.2M1
285Everstar Asset Management, LLC$1.2M1
286FOURPATH CAPITAL MANAGEMENT, LLC$1.2M1
287Navalign, LLC$1.2M1
288Dai-ichi Life Insurance Company, Ltd$1.2M1
289WBI INVESTMENTS, LLC$1.2M1
290Independent Advisor Alliance$1.2M1
291Crossmark Global Holdings, Inc.$1.2M1
292McKinney Capital Management, LLC$1.2M1
293EXCHANGE TRADED CONCEPTS, LLC$1.1M1
294KEYBANK NATIONAL ASSOCIATION/OH$1.1M1
295F/m Investments LLC$1.1M1
296Snowden Capital Advisors LLC$1.1M1
297RIA Advisory Group LLC$1.1M1
298Prosperity Consulting Group, LLC$1.1M1
299Federation des caisses Desjardins du Quebec$1.1M1
300EQUITABLE TRUST CO$1.1M1
301MUFG Securities EMEA plc$1.1M1
302ALERUS FINANCIAL NA$1.1M1
303Concurrent Investment Advisors, LLC$1.1M1
304SOROS FUND MANAGEMENT LLC$1.1M1
305FOX RUN MANAGEMENT, L.L.C.$1.1M1
306ARVEST INVESTMENTS, INC.$1.0M1
307Gallo Partners, LP$1.0M1
308Saudi Central Bank$1.0M1
309Western Reserve Capital Management, LLC$1.0M1
310Emerald Investment Advisers, LLC$991K1
311Private Advisor Group, LLC$976K1
312D.A. DAVIDSON & CO.$960K1
313Sterling Capital Management LLC$936K1
314Orion Porfolio Solutions, LLC$921K1
315Empirical Finance, LLC$917K1
316UNITED CAPITAL FINANCIAL ADVISORS, LLC$914K1
317Quantbot Technologies LP$910K1
318PROFUND ADVISORS LLC$899K1
319TOKIO MARINE ASSET MANAGEMENT CO LTD$893K1
320HB Wealth Management, LLC$884K1
321INCEPTIONR LLC$878K1
322Modern Wealth Management, LLC$867K1
323IRON Financial LLC$859K1
324FSM Wealth Advisors, LLC$847K1
325PFG Investments, LLC$847K1
326NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$843K1
327TWO SIGMA SECURITIES, LLC$840K1
328Trivium Point Advisory, LLC$833K1
329LFG Wealth Partners, LLC$827K1
330VCI Wealth Management LLC$825K1
331Quadrature Capital Ltd$824K1
332Glenview Trust Co$820K1
333North Dakota State Investment Board$803K1
334B. Metzler seel. Sohn & Co. AG$795K1
335Equitable Holdings, Inc.$791K1
336Kiker Wealth Management, LLC$785K1
337Qsemble Capital Management, LP$765K1
338Elevated Capital Advisors, LLC$765K1
339Ameritas Advisory Services, LLC$760K1
340Brooklyn Investment Group$760K1
341Centennial Wealth Advisory LLC$760K1
342BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$759K1
343Metis Global Partners, LLC$758K1
344MEYER HANDELMAN CO$753K1
345QRG CAPITAL MANAGEMENT, INC.$746K1
346Quadcap Wealth Management, LLC$744K1
347Tranquility Partners, LLC$739K1
348Lido Advisors, LLC$733K1
349MUFG SECURITIES AMERICAS INC.$729K1
350Ethos Financial Group, LLC$725K1
351Savant Capital, LLC$722K1
352LAUREL OAK WEALTH MANAGEMENT, LLC$712K1
353SECURIAN ASSET MANAGEMENT, INC$711K1
354Moors & Cabot, Inc.$711K1
355R Squared Ltd$693K1
356World Investment Advisors$689K1
357OPPENHEIMER & CO INC$688K1
358Huber Capital Management LLC$684K1
359Engineers Gate Manager LP$664K1
360Everhart Financial Group, Inc.$642K1
361Rockport Wealth LLC$626K1
362Waverly Advisors, LLC$623K1
363BNP Paribas Asset Management Holding S.A.$622K1
364Csenge Advisory Group$612K1
365STEPHENS INC /AR/$609K1
366CHOREO, LLC$607K1
367GATEWAY INVESTMENT ADVISERS LLC$607K1
368OCCUDO QUANTITATIVE STRATEGIES LP$598K1
369nVerses Capital, LLC$596K1
370JOURNEY STRATEGIC WEALTH LLC$575K1
371NOMURA HOLDINGS INC$573K1
372LWM Advisory Services, LLC$573K1
373INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$573K1
374Atom Investors LP$567K1
375C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$565K1
376Harrison Street Private Wealth LLC$562K1
377GREENLEAF TRUST$561K1
378WORLDQUANT MILLENNIUM ADVISORS LLC$554K1
379Frank, Rimerman Advisors LLC$553K1
380Frec Markets, Inc.$552K1
381Code Waechter LLC$548K1
382Chicago Partners Investment Group LLC$542K1
383Baird Financial Group, Inc.$541K1
384GTS SECURITIES LLC$540K1
385EP Wealth Advisors, LLC$535K1
386Retirement Planning Group, LLC$533K1
387TEMA ETFS LLC$524K1
388INTRUST BANK NA$524K1
389BLAIR WILLIAM & CO/IL$511K1
390Lantz Financial LLC$510K1
391MIRABELLA FINANCIAL SERVICES LLP$504K1
392Keudell/Morrison Wealth Management$503K1
393Total Wealth Planning & Management, Inc.$502K1
394Cornell Pochily Investment Advisors, Inc.$501K1
395MAI Capital Management$500K1
396TI-TRUST, INC$500K1
397Procyon Advisors, LLC$489K1
398Confluence Wealth Services, Inc.$478K1
399CenterBook Partners LP$471K1
400AVIVA PLC$471K1
401BEESE FULMER INVESTMENT MANAGEMENT, INC.$467K1
402Diversified Enterprises, LLC$464K1
403CAPSTONE INVESTMENT ADVISORS, LLC$457K1
404Bedel Financial Consulting, Inc.$456K1
405Breakwater Capital Group$450K1
406Meeder Advisory Services, Inc.$449K1
407Banque Cantonale Vaudoise$447K1
408Wedmont Private Capital$438K1
409Old North State Wealth Management, LLC$436K1
410DANSKE BANK A/S$434K1
411Lifeworks Advisors, LLC$431K1
412JOHNSON INVESTMENT COUNSEL INC$424K1
413Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$423K1
414HUB Investment Partners, LLC$419K1
415Laird Norton Wetherby Trust Company, LLC$418K1
416AssuredPartners Investment Advisors, LLC$417K1
417TEACHER RETIREMENT SYSTEM OF TEXAS$415K1
418Brookwood Investment Group LLC$411K1
419Aprio Wealth Management, LLC$409K1
420QUADRANT CAPITAL GROUP LLC$408K1
421PRELUDE CAPITAL MANAGEMENT, LLC$407K1
422Assenagon Asset Management S.A.$407K1
423HBK Sorce Advisory LLC$405K1
424Capital Investment Advisors, LLC$404K1
425Broadleaf Partners, LLC$403K1
426Ethic Inc.$402K1
427Apollon Wealth Management, LLC$402K1
428One Wealth Advisors, LLC$398K1
429COLDSTREAM CAPITAL MANAGEMENT INC$396K1
430BALYASNY ASSET MANAGEMENT L.P.$393K1
431REGIONS FINANCIAL CORP$389K1
432Twelve Points Wealth Management LLC$384K1
433GeoWealth Management, LLC$378K1
434WAYCROSS PARTNERS, LLC$377K1
435Arax Advisory Partners$377K1
436Mystic Asset Management, Inc.$376K1
437Sandro Wealth Management LLC$374K1
438Fortis Group Advisors, LLC$373K1
439Advisors Capital Management, LLC$372K1
440Allworth Financial LP$370K1
441International Private Wealth Advisors LLC$367K1
442SAGESPRING WEALTH PARTNERS, LLC$357K1
443Checchi Capital Advisers, LLC$356K1
444CHICAGO TRUST Co NA$355K1
445Financial Advisors Network, Inc.$349K1
446Kingsview Wealth Management, LLC$349K1
447GENESIS PRIVATE WEALTH, LLC$349K1
448Simplicity Wealth,LLC$346K1
449LEVEL FOUR ADVISORY SERVICES, LLC$343K1
450Accurate Wealth Management, LLC$343K1
451Burford Brothers, Inc.$341K1
452ATLANTIC FAMILY WEALTH, LLC$338K1
453Lakeridge Wealth Management LLC$336K1
454FIRST FOUNDATION ADVISORS$335K1
455Bridgefront Capital, LLC$335K1
456ZACKS INVESTMENT MANAGEMENT$329K1
457Impact Partnership Wealth, LLC$327K1
458GRIMES & Co WEALTH MANAGEMENT, LLC$312K1
459Essex Financial Services, Inc.$312K1
460SIGNATUREFD, LLC$311K1
461Falcon Wealth Planning$307K1
462Sunpointe, LLC$306K1
463IFS Group,LLC$305K1
464Smartleaf Asset Management LLC$303K1
465Allegheny Financial Group$303K1
466Storgate, LLC$303K1
467Presper Financial Architects, LLC$302K1
468Aaron Wealth Advisors LLC$301K1
469Intrua Financial, LLC$300K1
470JONES FINANCIAL COMPANIES LLLP$298K1
471SEARLE & CO.$296K1
472Meadowbrook Advisors Group, LLC$295K1
473Horizon Investment Services, LLC$295K1
474Fifth Third Wealth Advisors LLC$295K1
475KESTRA PRIVATE WEALTH SERVICES, LLC$294K1
476RKL Wealth Management LLC$294K1
477CIDEL ASSET MANAGEMENT INC$293K1
478XTX Topco Ltd$291K1
479Vontobel Holding Ltd.$289K1
480NAPLES GLOBAL ADVISORS, LLC$285K1
481OneDigital Investment Advisors LLC$284K1
482C M BIDWELL & ASSOCIATES LTD$283K1
483Curi Capital, LLC$281K1
484PRIVATE TRUST CO NA$280K1
485Cornerstone Wealth Management, LLC$280K1
486SPRENG CAPITAL MANAGEMENT, INC.$278K1
487EVERPAR ADVISORS LLC$278K1
488Harbour Capital Advisors, LLC$278K1
489Gladstone Institutional Advisory LLC$276K1
490LOM Asset Management Ltd$273K1
491IHT Wealth Management, LLC$272K1
492VOLORIDGE INVESTMENT MANAGEMENT, LLC$270K1
493FUKOKU MUTUAL LIFE INSURANCE CO$268K1
494Lionshead Wealth Management, LLC$268K1
495Phillips Wealth Planners LLC$267K1
496Advyzon Investment Management, LLC$265K1
497Continuum Advisory, LLC$265K1
498Dougherty & Associates, LLC$264K1
499Valmark Advisers, Inc.$264K1
500PATTON FUND MANAGEMENT, INC.$264K1
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 FE

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

Financials — as filed PLANNED

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