Public record / Tickers / FERG

FERG — Ferguson Enterprises Inc. /DE/

Both disclosure regimes on one name: who in Congress filed about FERG, 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
8
all PTR rows naming FERG
Members · 12m
3
2 buys · 1 sells · by trade date
Latest PTR
09-04
filed 2026-09-04
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

Rick W. Allen · $15.0K–$50.0K

Purchase · traded 2025-12-12 → filed 2026-01-15. Ranked over every FERG row by the provable lower bound, never a point estimate.

3 members · 2 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.

1 row 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

6 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. 6 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING FERG · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning FERG
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-04Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 07-16 LATE·50d$1K–$15K
2026-01-15Rick W. Allen R–GA-12Purchase · SP (spouse-owned)Traded 2025-12-12 +34d$15K–$50K
2025-10-10Val T. Hoyle D–OR-4Sale · SP (spouse-owned)Traded 09-23 +17d$1K–$15K
2025-05-06Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 04-14 +22d$1K–$15K
2025-04-07Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 03-17 +21d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 8 ↗

Members active in FERG

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing FERG in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-311$1.0K to $15.0K2
Rick W. Allen R–GA-121$15.0K to $50.0K2
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

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

Congress ↔ notable managers · FERG

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

Congress · last 90 days

Buyers
1 Gilbert Ray Cisneros, Jr. D–CA-31 $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 · Ferguson PLC

Merged timeline of congressional filings and notable-manager moves on FERG
DateWhoChangeSize
2026-09-04Gilbert Ray Cisneros, Jr. CongressPurchase$1K–$15K
2026-05-15D1 Capital Partners 13Fnew+349,347 sh
2026-05-15Gotham Asset Management 13Fadd+34,558 sh
2026-05-15Bridgewater Associates 13Ftrim−13,131 sh
2026-05-15Moore Capital Management 13Ftrim−156,173 sh
2026-05-14Baupost Group 13Fadd+305,376 sh
2026-05-01Markel Group 13Fadd+7,200 sh

7 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 FERG for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.7B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$2.1B1
3VANGUARD CAPITAL MANAGEMENT LLC$2.0B1
4WELLINGTON MANAGEMENT GROUP LLP$2.0B1
5FMR LLC$1.8B1
6Janus Henderson Group Ltd.$1.4B1
7STATE STREET CORP$1.1B1
8FRANKLIN RESOURCES INC$991M1
9WCM INVESTMENT MANAGEMENT, LLC$973M1
10GEODE CAPITAL MANAGEMENT, LLC$804M1
11Pictet Asset Management Holding SA$669M1
12PARNASSUS INVESTMENTS, LLC$609M1
13Soroban Capital Partners LP$559M1
14Invesco Ltd.$525M1
15Durable Capital Partners LP$511M1
16BROWN ADVISORY INC$509M1
17Capital Research Global Investors$489M1
18ROYAL BANK OF CANADA$476M1
19UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$475M1
20London & Capital Asset Management Ltd$435M1
21MASSACHUSETTS FINANCIAL SERVICES CO /MA/$434M1
22DIMENSIONAL FUND ADVISORS LP$409M1
23CANTILLON CAPITAL MANAGEMENT LLC$408M1
24NORTHERN TRUST CORP$382M1
25Vontobel Holding Ltd.$333M1
2659 North Capital Management, LP$333M1
27Legal & General Group Plc$330M1
28APG Asset Management N.V.$328M1
29Foxhaven Asset Management, LP$321M1
30Amundi$308M1
31STIFEL FINANCIAL CORP$298M1
32MILLENNIUM MANAGEMENT LLC$291M1
33VANGUARD FIDUCIARY TRUST CO$283M1
34Qube Research & Technologies Ltd$282M1
35USS Investment Management Ltd$276M1
36Nuveen, LLC$266M1
37TRIAN FUND MANAGEMENT, L.P.$253M1
38BANK OF AMERICA CORP /DE/$240M1
39Holocene Advisors, LP$227M1
40CHARLES SCHWAB INVESTMENT MANAGEMENT INC$201M1
41ENVESTNET ASSET MANAGEMENT INC$199M1
42First Pacific Advisors, LP$191M1
43DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$183M1
44MORGAN STANLEY$180M1
45NORDEA INVESTMENT MANAGEMENT AB$180M1
46Allianz Asset Management GmbH$176M1
47DEUTSCHE BANK AG\$175M1
48ADAGE CAPITAL PARTNERS GP, L.L.C.$165M1
49ROYAL LONDON ASSET MANAGEMENT LTD$163M1
50RAYMOND JAMES FINANCIAL INC$158M1
51Mawer Investment Management Ltd.$157M1
52EMINENCE CAPITAL, LP$151M1
53Egerton Capital (UK) LLP$148M1
54First Eagle Investment Management, LLC$148M1
55Southpoint Capital Advisors LP$140M1
56Swiss National Bank$134M1
57BALYASNY ASSET MANAGEMENT L.P.$128M1
58Clearbridge Investments, LLC$126M1
59UBS Group AG$124M1
60MBB PUBLIC MARKETS I LLC$123M1
61Findlay Park Partners LLP$116M1
62JANE STREET GROUP, LLC$103M1
63CITADEL ADVISORS LLC$102M1
64AQR CAPITAL MANAGEMENT LLC$100M1
65WELLS FARGO & COMPANY/MN$96.7M1
66FIRST TRUST ADVISORS LP$87.5M1
67SEI INVESTMENTS CO$86.3M1
68Bank Julius Baer & Co. Ltd, Zurich$82.2M1
69D1 Capital Partners L.P.$81.5M1
70National Pension Service$77.8M1
71VANGUARD ASSET MANAGEMENT, Ltd$77.1M1
72Munich Reinsurance Co Stock Corp in Munich$74.2M1
73Universal- Beteiligungs- und Servicegesellschaft mbH$74.1M1
74ZACKS INVESTMENT MANAGEMENT$73.0M1
75ANCHOR CAPITAL ADVISORS LLC$71.3M1
76PFA Pension, Forsikringsaktieselskab$65.6M1
77CANADA PENSION PLAN INVESTMENT BOARD$64.1M1
78GFI Investment Counsel Ltd.$61.3M1
79SUSQUEHANNA INTERNATIONAL GROUP, LLP$60.0M1
80TD ASSET MANAGEMENT INC$58.4M1
81Manchester Global Management (UK) Ltd$57.8M1
82XN LP$57.2M1
83HSBC HOLDINGS PLC$54.9M1
84Robeco Schweiz AG$54.3M1
85Mitsubishi UFJ Asset Management Co., Ltd.$52.7M1
86Aberdeen Group plc$49.5M1
87SUVRETTA CAPITAL MANAGEMENT, LLC$49.4M1
88Skye Global Management LP$49.0M1
89FIL Ltd$48.6M1
90Perpetual Ltd$48.5M1
91TEACHER RETIREMENT SYSTEM OF TEXAS$47.8M1
92Point72 Asset Management, L.P.$47.2M1
93TRUIST FINANCIAL CORP$44.8M1
94AMERICAN CENTURY COMPANIES INC$43.6M1
95Ensign Peak Advisors, Inc$42.8M1
96ABN AMRO INVESTMENT SOLUTIONS$42.2M1
97MARKEL GROUP INC.$39.8M1
98STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$39.4M1
99EVENTIDE ASSET MANAGEMENT, LLC$39.3M1
100SCHRODER INVESTMENT MANAGEMENT GROUP$38.3M1
101Gotham Asset Management, LLC$38.0M1
102Lionstone Capital Management LLC$37.6M1
103BANK OF MONTREAL /CAN/$36.4M1
104BLAIR WILLIAM & CO/IL$34.4M1
105Fisher Funds Management LTD$34.3M1
106CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$34.2M1
107Atreides Management, LP$34.1M1
108CITIGROUP INC$33.7M1
109Baird Financial Group, Inc.$31.8M1
110Korea Investment CORP$30.6M1
111Artisan Partners Limited Partnership$30.3M1
112Swedbank AB$30.0M1
113Vident Advisory, LLC$29.3M1
114Crow's Nest Holdings LP$28.2M1
115Quantinno Capital Management LP$27.8M1
116STOREBRAND ASSET MANAGEMENT AS$27.6M1
117OSTERWEIS CAPITAL MANAGEMENT INC$27.5M1
118TRILLIUM ASSET MANAGEMENT, LLC$27.3M1
119Assenagon Asset Management S.A.$26.4M1
120NEW YORK STATE COMMON RETIREMENT FUND$25.9M1
121STATE OF WISCONSIN INVESTMENT BOARD$24.5M1
122DANSKE BANK A/S$24.5M1
123VOLORIDGE INVESTMENT MANAGEMENT, LLC$24.4M1
124LPL Financial LLC$24.3M1
125Rivermont Capital Management LP$24.0M1
126Zurcher Kantonalbank (Zurich Cantonalbank)$24.0M1
127ALLIANCEBERNSTEIN L.P.$23.6M1
128Sone Capital Management, LLC$23.4M1
129Vanguard Global Advisers, LLC$22.7M1
130Vanguard Investments Australia, Ltd.$22.6M1
131Kinetic Partners Management, LP$22.5M1
132Jain Global LLC$22.3M1
133D. E. Shaw & Co., Inc.$20.6M1
134FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$20.3M1
135Ceredex Value Advisors LLC$20.2M1
136BNP Paribas Asset Management Holding S.A.$19.5M1
137GUYASUTA INVESTMENT ADVISORS INC$19.1M1
138DnB Asset Management AS$19.0M1
139One Madison Group LLC$18.7M1
140Quilter Plc$18.4M1
141ASSETMARK, INC$18.2M1
142BCV Asset Management Inc.$18.2M1
143Tredje AP-fonden$17.9M1
144KLP KAPITALFORVALTNING AS$17.7M1
145Asset Management One Co., Ltd.$17.6M1
146CLIFFORD SWAN INVESTMENT COUNSEL LLC$17.5M1
147COMGEST GLOBAL INVESTORS S.A.S.$17.0M1
148NOMURA ASSET MANAGEMENT CO LTD$16.8M1
149Engineers Gate Manager LP$16.6M1
150Trexquant Investment LP$16.5M1
151Zurich Insurance Group Ltd/FI$15.9M1
152State of New Jersey Common Pension Fund D$15.6M1
153Night Squared LP$15.4M1
154Swiss Life Asset Management Ltd$15.3M1
155Illinois Municipal Retirement Fund$14.9M1
156Resona Asset Management Co.,Ltd.$14.7M1
157Candriam S.C.A.$14.3M1
158JUPITER ASSET MANAGEMENT LTD$13.9M1
159GLENMEDE TRUST CO NA$13.6M1
160Man Group plc$13.1M1
161BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$13.1M1
162Teca Partners, LP$13.0M1
163J. Safra Sarasin Holding AG$12.8M1
164Arizona State Retirement System$12.4M1
165SIH Partners, LLLP$12.1M1
166UNITED CAPITAL FINANCIAL ADVISORS, LLC$11.7M1
167Clio Asset Management LLC$11.6M1
168ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$11.4M1
169MACKENZIE FINANCIAL CORP$11.4M1
170Dana Investment Advisors, Inc.$11.4M1
171Evelyn Partners Investment Management LLP$11.4M1
172Baader Bank Aktiengesellschaft$11.2M1
173Triavera Capital LLC$10.7M1
174ExodusPoint Capital Management, LP$10.6M1
175Avanza Fonder AB$10.6M1
176MML INVESTORS SERVICES, LLC$10.6M1
177Albar Capital Partners LLP$10.4M1
178Polar Capital Holdings Plc$10.1M1
179Cetera Investment Advisers$10.1M1
180IFM Investors Pty Ltd$10.0M1
181OCCUDO QUANTITATIVE STRATEGIES LP$9.7M1
182Cerity Partners LLC$9.6M1
183Harbor Advisors LLC$9.6M1
184AIA Group Ltd$9.5M1
185OPPENHEIMER ASSET MANAGEMENT INC.$9.5M1
186Eurizon Capital SGR S.p.A.$9.5M1
187OP Asset Management Ltd$9.2M1
188GHP Investment Advisors, Inc.$9.1M1
189SEB Asset Management AB$9.0M1
190Bridgewater Associates, LP$8.9M1
191Canal Capital Management, LLC$8.7M1
192B. Metzler seel. Sohn & Co. AG$8.7M1
193WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$8.7M1
194Federation des caisses Desjardins du Quebec$8.6M1
195Allspring Global Investments Holdings, LLC$8.6M1
196SMA Capital LLC$8.3M1
197Creative Planning$8.2M1
198Daiwa Securities Group Inc.$8.1M1
199D.A. DAVIDSON & CO.$8.0M1
200Robeco Institutional Asset Management B.V.$8.0M1
201Fiera Capital Corp$8.0M1
202Zhang Financial LLC$7.8M1
203Pathstone Holdings, LLC$7.6M1
204WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD$7.5M1
205Edgestream Partners, L.P.$7.5M1
206ADVISORY RESEARCH INC$7.4M1
207Elo Mutual Pension Insurance Co$7.4M1
208LMR Partners LLP$7.4M1
209BOOTHBAY FUND MANAGEMENT, LLC$7.3M1
210O'SHAUGHNESSY ASSET MANAGEMENT, LLC$7.3M1
211Utah Retirement Systems$7.2M1
212Capula Management Ltd$7.1M1
213NISSAY ASSET MANAGEMENT CORP /JAPAN$7.0M1
214TD Waterhouse Canada Inc.$6.8M1
215Atika Capital Management LLC$6.8M1
2162Xideas AG$6.8M1
217Westbourne Investment Advisors, Inc.$6.7M1
218QRG CAPITAL MANAGEMENT, INC.$6.7M1
219Vanguard Personalized Indexing Management, LLC$6.7M1
220Empowered Funds, LLC$6.6M1
221Socorro Asset Management LP$6.6M1
222BANK OF NOVA SCOTIA$6.5M1
223DAVENPORT & Co LLC$6.4M1
224XPONANCE LLC$6.3M1
225SeaBridge Investment Advisors LLC$6.3M1
226Taproot Management LP$6.1M1
227Laurion Capital Management LP$6.1M1
228Moran Wealth Management, LLC$6.0M1
229TORONTO DOMINION BANK$6.0M1
230Generali Asset Management SPA SGR$6.0M1
231CREDIT AGRICOLE S A$6.0M1
232DUFF & PHELPS INVESTMENT MANAGEMENT CO$5.8M1
233ENGLISH CAPITAL MANAGEMENT LLC$5.6M1
234Paradice Investment Management LLC$5.6M1
235Mirabaud Asset Management Ltd$5.6M1
236SCS Capital Management LLC$5.4M1
237Lighthouse Investment Partners, LLC$5.4M1
238Summit Trail Advisors, LLC$5.3M1
239IEQ CAPITAL, LLC$5.3M1
240HighTower Advisors, LLC$5.2M1
241ProVise Management Group, LLC$5.2M1
242AZZAD ASSET MANAGEMENT INC /ADV$5.1M1
243CWA Asset Management Group, LLC$5.0M1
244Schonfeld Strategic Advisors LLC$5.0M1
245PRINCIPAL FINANCIAL GROUP INC$5.0M1
246MERCER GLOBAL ADVISORS INC /ADV$5.0M1
247M&T BANK CORP$4.9M1
248Sumitomo Mitsui DS Asset Management Company, Ltd$4.8M1
249Oliver Luxxe Assets LLC$4.8M1
250Mariner, LLC$4.6M1
251Asset Advisors Investment Management, LLC$4.6M1
252INTECH INVESTMENT MANAGEMENT LLC$4.5M1
253Live Oak Private Wealth LLC$4.5M1
254Silvant Capital Management LLC$4.4M1
255Jefferies Financial Group Inc.$4.4M1
256Phraction Management LLC$4.3M1
257MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$4.3M1
258Brevan Howard Capital Management LP$4.3M1
259Optiver Holding B.V.$4.2M1
260OMERS ADMINISTRATION Corp$4.1M1
261LAZARD ASSET MANAGEMENT LLC$4.1M1
262DIVERSIFIED MANAGEMENT INC$4.0M1
263Atria Investments, Inc$4.0M1
264Westerkirk Capital Inc.$4.0M1
265Grantham, Mayo, Van Otterloo & Co. LLC$4.0M1
266Groupe la Francaise$4.0M1
267Cumberland Partners Ltd$3.8M1
268Wealthfront Advisers LLC$3.7M1
269Tidal Investments LLC$3.6M1
270Investment Management Corp of Ontario$3.5M1
271VOYA INVESTMENT MANAGEMENT LLC$3.5M1
272CWM, LLC$3.4M1
273Kintegral Advisory, LLC$3.4M1
274MACQUARIE GROUP LTD$3.3M1
275PARTNERS CAPITAL INVESTMENT GROUP, LLP$3.3M1
276LGT Group Foundation$3.3M1
277HENGEHOLD CAPITAL MANAGEMENT LLC$3.3M1
278Evelyn Partners Investment Management Services Ltd$3.2M1
279MOORE CAPITAL MANAGEMENT, LP$3.2M1
280ELEVATION POINT WEALTH PARTNERS, LLC$3.1M1
281Corient Private Wealth LLC$3.1M1
282&PARTNERS$3.1M1
283Verition Fund Management LLC$3.1M1
284ASR Vermogensbeheer N.V.$3.1M1
285Calamos Advisors LLC$2.9M1
286MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.9M1
287Timber Creek Capital Management LLC$2.9M1
288Focus Partners Wealth$2.9M1
289Fideuram Asset Management (Ireland) dac$2.8M1
290XTX Topco Ltd$2.8M1
291Ascent Group, LLC$2.8M1
292Steward Partners Investment Advisory, LLC$2.7M1
293FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.6M1
294Osmosis Investment Management UK Ltd$2.5M1
295Monument Capital Management$2.4M1
296CIBC Asset Management Inc$2.3M1
297Sycale Advisors (NY) LLC$2.3M1
298Carnegie Lake Advisors LLC$2.3M1
299Y-Intercept (Hong Kong) Ltd$2.3M1
300EFG International AG$2.2M1
301Maryland State Retirement & Pension System$2.2M1
302COMMERCE BANK$2.2M1
303Snowden Capital Advisors LLC$2.1M1
304FIDUCIARY TRUST CO$2.1M1
305CIBC Bancorp USA Inc.$2.1M1
306Leonteq Securities AG$2.1M1
307COMMONWEALTH EQUITY SERVICES, LLC$2.0M1
308World Investment Advisors$2.0M1
309Fieldview Capital Management, LLC$2.0M1
310EDENTREE ASSET MANAGEMENT Ltd$2.0M1
311US BANCORP \DE\$1.9M1
312Callan Family Office, LLC$1.9M1
313Applied Capital LLC/FL$1.8M1
314LMCG INVESTMENTS, LLC$1.8M1
315Sequoia Financial Advisors, LLC$1.8M1
316Woodline Partners LP$1.8M1
317MCDONALD PARTNERS LLC$1.8M1
318Virtus Investment Advisers, LLC$1.8M1
319RENAISSANCE TECHNOLOGIES LLC$1.7M1
320NATIONAL BANK OF CANADA /FI/$1.7M1
321Strategic Global Advisors, LLC$1.7M1
322Saudi Central Bank$1.7M1
323CI INVESTMENTS INC.$1.6M1
324Headlands Technologies LLC$1.6M1
325TOKIO MARINE ASSET MANAGEMENT CO LTD$1.6M1
326Chesley Taft & Associates LLC$1.6M1
327Crossmark Global Holdings, Inc.$1.5M1
328FIFTH THIRD BANCORP$1.5M1
329OPPENHEIMER & CO INC$1.5M1
330Mediolanum International Funds Ltd$1.5M1
331STEADFAST CAPITAL MANAGEMENT LP$1.5M1
332Lee Financial Co$1.5M1
333Siemens Fonds Invest GmbH$1.5M1
334Laird Norton Wetherby Trust Company, LLC$1.5M1
335Banque Cantonale Vaudoise$1.5M1
336BENJAMIN EDWARDS INC$1.4M1
337LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.4M1
338BEACON INVESTMENT ADVISORS LLC$1.4M1
339NATIXIS$1.4M1
340CHOREO, LLC$1.4M1
341CAISSE DES DEPOTS ET CONSIGNATIONS$1.3M1
342Dai-ichi Life Insurance Company, Ltd$1.3M1
343HANCOCK WHITNEY CORP$1.3M1
344Envestnet Portfolio Solutions, Inc.$1.3M1
345North Dakota State Investment Board$1.3M1
346James Hambro & Partners LLP$1.3M1
347OSAIC HOLDINGS, INC.$1.3M1
348Mirae Asset Global Investments Co., Ltd.$1.2M1
349LEVEL FOUR ADVISORY SERVICES, LLC$1.2M1
350Merit Financial Group, LLC$1.2M1
351WEITZ INVESTMENT MANAGEMENT, INC.$1.2M1
352Partners in Financial Planning$1.2M1
353HF Advisory Group, LLC$1.1M1
354Vinva Investment Management Ltd$1.1M1
355Waverly Advisors, LLC$1.1M1
356OFI INVEST ASSET MANAGEMENT$1.1M1
357HB Wealth Management, LLC$1.1M1
358Advisors Asset Management, Inc.$1.1M1
359HighVista Strategies LLC$1.1M1
360Convergence Investment Partners, LLC$1.1M1
361Vise Technologies, Inc.$1.0M1
362Krilogy Financial LLC$996K1
363Pallas Capital Advisors LLC$994K1
364Rockefeller Capital Management L.P.$990K1
365SIGNATUREFD, LLC$961K1
366KIECKHEFER GROUP LLC$933K1
367Apella Capital, LLC$931K1
368Hartford Funds Management Co LLC$925K1
369UniSuper Management Pty Ltd$910K1
370Knollwood Investment Advisory, LLC$909K1
371PRINCIPAL SECURITIES, INC.$908K1
372Meiji Yasuda Asset Management Co Ltd.$899K1
373Hunting Hill Global Capital, LLC$882K1
374Squarepoint Ops LLC$877K1
375AXQ CAPITAL, LP$868K1
376OneDigital Investment Advisors LLC$846K1
377Riverwater Partners LLC$838K1
378LBP AM SA$821K1
379BRASADA CAPITAL MANAGEMENT, LP$815K1
380Radnor Capital Management, LLC$814K1
381Xcel Wealth Management, LLC$811K1
382PRUDENTIAL PLC$809K1
383Pembroke Management, LTD$807K1
384COLDSTREAM CAPITAL MANAGEMENT INC$791K1
385Metis Global Partners, LLC$788K1
386AlphaCore Capital LLC$783K1
387Banque Transatlantique SA$777K1
388Meixler Investment Management, Ltd.$776K1
389PERSONAL CFO SOLUTIONS, LLC$767K1
390Orion Porfolio Solutions, LLC$761K1
391Henshaw Capital LLC$758K1
392Vestmark Advisory Solutions, Inc.$752K1
393Simplicity Wealth,LLC$751K1
394Curated Wealth Partners LLC$744K1
395Perbak Capital Partners LLP$738K1
396Magnetar Financial LLC$738K1
397WOODWARD DIVERSIFIED CAPITAL, LLC$733K1
398Focus Partners Advisor Solutions, LLC$732K1
399Accurate Wealth Management, LLC$725K1
400Gilbert & Cook, Inc.$716K1
401Caprock Group, LLC$705K1
402Bank of Marin$704K1
403AlTi Global, Inc.$700K1
404Cannon Global Investment Management, LLC$700K1
405NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$695K1
406Legacy Wealth Asset Management, LLC$677K1
407MISSION WEALTH MANAGEMENT, LP$675K1
408MATHER GROUP, LLC.$675K1
409Alamea Verwaltungs GmbH$665K1
410Compound Planning, Inc.$665K1
411Concentric Capital Strategies, LP$663K1
412Stonehage Fleming Financial Services Holdings Ltd$659K1
413MGO ONE SEVEN LLC$658K1
414denkapparat Operations GmbH$644K1
415NICOLET BANKSHARES INC$635K1
416Gallacher Capital Management LLC$634K1
417Private Advisor Group, LLC$634K1
418QUADRANT CAPITAL GROUP LLC$620K1
419Checchi Capital Advisers, LLC$619K1
420Keystone Financial Services$616K1
421Cresset Asset Management, LLC$614K1
422STEPHENS INC /AR/$603K1
423PFG Investments, LLC$600K1
424RITHOLTZ WEALTH MANAGEMENT$596K1
425GeoWealth Management, LLC$592K1
426Weiss Asset Management LP$580K1
427SAGESPRING WEALTH PARTNERS, LLC$578K1
428VICTORY FINANCIAL GROUP, LLC$569K1
429Inscription Capital, LLC$556K1
430Badgley Phelps Wealth Managers, LLC$554K1
431Concurrent Investment Advisors, LLC$541K1
432Aspire Private Capital, LLC$540K1
433Graham Capital Management, L.P.$536K1
434PCM Encore, LLC$535K1
435Geneos Wealth Management Inc.$534K1
436Stratos Investment Management, LLC$531K1
437Mayflower Financial Advisors, LLC$529K1
438Pinnacle Wealth Planning Services, Inc.$526K1
439FIRST FINANCIAL BANKSHARES INC$524K1
440NEW YORK LIFE INVESTMENT MANAGEMENT LLC$515K1
441CHESAPEAKE CAPITAL CORP /IL/$510K1
442Qtron Investments LLC$504K1
443WRIGHT INVESTORS SERVICE INC$501K1
444Twin Tree Management, LP$501K1
445GILDER GAGNON HOWE & CO LLC$501K1
446LONGFELLOW INVESTMENT MANAGEMENT CO LLC$496K1
447Voleon Capital Management LP$493K1
448Lansforsakringar Fondforvaltning AB (publ)$491K1
449BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$491K1
450GATEWAY INVESTMENT ADVISERS LLC$489K1
451Oasis Advisors, LLC$489K1
452FIDUCIARY FAMILY OFFICE, LLC$483K1
453EVOLVE PRIVATE WEALTH, LLC$467K1
454CRUX WEALTH ADVISORS$465K1
455Walleye Trading LLC$463K1
456NewEdge Advisors, LLC$462K1
457WESTPAC BANKING CORP$458K1
458Outlook Wealth Advisors, LLC$451K1
459Quantum Portfolio Management LLC$447K1
460OpenArc Corporate Advisory, LLC$442K1
461OneAscent Investment Solutions LLC$442K1
462Bull Harbor Capital LLC$434K1
463Voya Financial Advisors, Inc.$433K1
464Raleigh Capital Management Inc.$424K1
465Gallagher Fiduciary Advisors, LLC$415K1
466Meeder Advisory Services, Inc.$413K1
467TWIN CITY PRIVATE WEALTH, LLC$413K1
468Perigon Wealth Management, LLC$411K1
469Chicago Partners Investment Group LLC$409K1
470Smartleaf Asset Management LLC$407K1
471Performance Wealth Partners, LLC$407K1
472Massar Capital Management, LP$405K1
473REGIONS FINANCIAL CORP$404K1
474Storgate, LLC$404K1
475Advyzon Investment Management, LLC$400K1
476Tower Research Capital LLC (TRC)$393K1
477Andina Capital Management, LLC$377K1
478Aaron Wealth Advisors LLC$373K1
479Savant Capital, LLC$372K1
480BSW Wealth Partners$371K1
481Verdence Capital Advisors LLC$368K1
482Prosperity Consulting Group, LLC$366K1
483Rehmann Capital Advisory Group$364K1
484Beacon Harbor Wealth Advisors, Inc.$360K1
485J.W. COLE ADVISORS, INC.$352K1
486Deseret Mutual Benefit Administrators$352K1
487Saranac Partners Ltd$349K1
488CIDEL ASSET MANAGEMENT INC$346K1
489KESTRA PRIVATE WEALTH SERVICES, LLC$346K1
490Skandinaviska Enskilda Banken AB (publ)$344K1
491Premier Path Wealth Partners, LLC$342K1
492AE Wealth Management LLC$339K1
493Meriwether Wealth & Planning, LLC$337K1
494OLD NATIONAL BANCORP /IN/$337K1
495BAUPOST GROUP LLC/MA$336K1
496Empower Advisory Group, LLC$336K1
497State of Wyoming$334K1
498BLALOCK WILLIAMS, LLC$334K1
499Net Worth Advisory Group$332K1
500Kera Capital Partners, Inc.$329K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

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

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)2 buy / 1 sell
Congress net ($ bound)$1.0K to $64.0K
Filers net (actions)not in build
Filers net ($ 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 FERG

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for FERG · financials and macro

Financials — as filed PLANNED

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