Public record / Tickers / FIX

FIX — COMFORT SYSTEMS USA INC

Both disclosure regimes on one name: who in Congress filed about FIX, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
4
all PTR rows naming FIX
Members · 12m
2
3 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

Alan Armstrong · $1.0K–$15.0K

Purchase · traded 2026-03-27 → filed 2026-07-21. Ranked over every FIX row by the provable lower bound, never a point estimate.

2 members · 3 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.

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

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 FIX · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning FIX
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-01-07Byron Donalds R–FL-19PurchaseTraded 2025-12-04 +34d$1K–$15K
2026-01-07Byron Donalds R–FL-19Purchase · SP (spouse-owned)Traded 2025-12-04 +34d$1K–$15K
2025-02-13Robert P. Bresnahan, Jr. R–PA-8Sale · JT (jointly owned)Traded 01-13 +31d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 4 ↗

Members active in FIX

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing FIX 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.
Byron Donalds R–FL-192$2.0K to $30.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2

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

Congress ↔ notable managers · FIX

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

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

Merged timeline of congressional filings and notable-manager moves on FIX
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Bridgewater Associates 13Fadd+18,263 sh
2026-05-15Moore Capital Management 13Fnew+5,938 sh
2026-05-15Gotham Asset Management 13Ftrim−5,574 sh
2026-05-15Third Point 13Fexit−105,000 sh
2026-05-14Caxton Associates 13Ftrim−714 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

Top institutional holders of FIX for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$4.8B1
2VANGUARD CAPITAL MANAGEMENT LLC$3.2B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$2.6B1
4STATE STREET CORP$2.0B1
5FMR LLC$2.0B1
6GEODE CAPITAL MANAGEMENT, LLC$1.7B1
7AQR CAPITAL MANAGEMENT LLC$1.5B1
8Capital World Investors$1.2B1
9WESTFIELD CAPITAL MANAGEMENT CO LP$856M1
10Invesco Ltd.$836M1
11MORGAN STANLEY$635M1
12FIRST TRUST ADVISORS LP$574M1
13Capital International Investors$540M1
14NORTHERN TRUST CORP$454M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$397M1
16DIMENSIONAL FUND ADVISORS LP$386M1
17FEDERATED HERMES, INC.$368M1
18ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$349M1
19FULLER & THALER ASSET MANAGEMENT, INC.$334M1
20DEUTSCHE BANK AG\$332M1
21BAILLIE GIFFORD & CO$310M1
22Point72 Asset Management, L.P.$302M1
23Bank of New York Mellon Corp$301M1
24Value Aligned Research Advisors, LLC$295M1
25Castle Hook Partners LP$288M1
26Artisan Partners Limited Partnership$287M1
27FRANKLIN RESOURCES INC$280M1
28VANGUARD FIDUCIARY TRUST CO$280M1
29UBS Group AG$263M1
30Nuveen, LLC$260M1
31Clearbridge Investments, LLC$221M1
32Legal & General Group Plc$212M1
33Capital Research Global Investors$212M1
34AMERIPRISE FINANCIAL INC$203M1
35ROYAL BANK OF CANADA$202M1
36UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$201M1
37ROYAL LONDON ASSET MANAGEMENT LTD$191M1
38Amundi$189M1
39Evercore Wealth Management, LLC$185M1
40RAYMOND JAMES FINANCIAL INC$181M1
41Allspring Global Investments Holdings, LLC$179M1
42BANK OF AMERICA CORP /DE/$178M1
43VOYA INVESTMENT MANAGEMENT LLC$167M1
44Allianz Asset Management GmbH$165M1
45Janus Henderson Group Ltd.$159M1
46Zurcher Kantonalbank (Zurich Cantonalbank)$158M1
47AMF Tjanstepension AB$151M1
48WCM INVESTMENT MANAGEMENT, LLC$149M1
49Swiss National Bank$143M1
50MILLENNIUM MANAGEMENT LLC$142M1
51BARCLAYS PLC$142M1
52PRINCIPAL FINANCIAL GROUP INC$141M1
53ALLIANCEBERNSTEIN L.P.$139M1
54JACOBS LEVY EQUITY MANAGEMENT, INC$133M1
55Temasek Holdings (Private) Ltd$130M1
56IEQ CAPITAL, LLC$124M1
57Bridgewater Associates, LP$119M1
58DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$117M1
59Sumitomo Mitsui Trust Group, Inc.$113M1
60CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$110M1
61Mitsubishi UFJ Asset Management Co., Ltd.$110M1
62ENVESTNET ASSET MANAGEMENT INC$108M1
63CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$108M1
64Vanguard Global Advisers, LLC$107M1
65Fiera Capital Corp$106M1
66National Pension Service$98.9M1
67SEI INVESTMENTS CO$97.6M1
68HSBC HOLDINGS PLC$93.6M1
69D. E. Shaw & Co., Inc.$93.5M1
70Squarepoint Ops LLC$92.0M1
71LAZARD ASSET MANAGEMENT LLC$92.0M1
72STOREBRAND ASSET MANAGEMENT AS$89.0M1
73VICTORY CAPITAL MANAGEMENT INC$88.3M1
74VANGUARD ASSET MANAGEMENT, Ltd$83.0M1
75Smith Group Asset Management, LLC$82.1M1
76WELLS FARGO & COMPANY/MN$80.9M1
77Man Group plc$79.8M1
78RENAISSANCE TECHNOLOGIES LLC$78.1M1
79CONGRESS ASSET MANAGEMENT CO$76.1M1
80AMERICAN CENTURY COMPANIES INC$70.5M1
81LPL Financial LLC$68.5M1
82Gotham Asset Management, LLC$67.3M1
83AustralianSuper Pty Ltd$65.5M1
84Polar Capital Holdings Plc$64.1M1
85NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$63.4M1
86SCHRODER INVESTMENT MANAGEMENT GROUP$63.2M1
87Cerity Partners LLC$62.8M1
88Mariner, LLC$61.9M1
89Korea Investment CORP$59.4M1
90DRIEHAUS CAPITAL MANAGEMENT LLC$56.7M1
91MACQUARIE GROUP LTD$55.7M1
92BANK OF MONTREAL /CAN/$55.0M1
93PANAGORA ASSET MANAGEMENT INC$53.4M1
94Tidal Investments LLC$51.2M1
95EULAV Asset Management$51.2M1
96Artemis Investment Management LLP$50.5M1
97Focus Partners Wealth$50.0M1
98BNP Paribas Asset Management Holding S.A.$49.8M1
99DANSKE BANK A/S$49.5M1
100Empowered Funds, LLC$49.0M1
101Blue Grotto Capital, LLC$48.9M1
102CWM, LLC$48.7M1
103NEW YORK STATE COMMON RETIREMENT FUND$47.8M1
104PRUDENTIAL FINANCIAL INC$46.9M1
105CANADA PENSION PLAN INVESTMENT BOARD$46.3M1
106CIBC WORLD MARKET INC.$45.0M1
107TEACHER RETIREMENT SYSTEM OF TEXAS$44.9M1
108Creative Planning$44.6M1
109STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$44.3M1
110Asset Management One Co., Ltd.$44.3M1
111Robeco Schweiz AG$43.4M1
112AVIVA PLC$42.5M1
113NATIONAL BANK OF CANADA /FI/$42.3M1
114SYSTEMATIC FINANCIAL MANAGEMENT LP$41.6M1
115JENNISON ASSOCIATES LLC$41.2M1
116CITIGROUP INC$41.1M1
117RENAISSANCE GROUP LLC$40.5M1
118Pictet Asset Management Holding SA$40.2M1
119Universal- Beteiligungs- und Servicegesellschaft mbH$39.9M1
120ADAGE CAPITAL PARTNERS GP, L.L.C.$39.4M1
121Ensign Peak Advisors, Inc$39.2M1
122Cetera Investment Advisers$38.5M1
123TRUIST FINANCIAL CORP$38.3M1
124Candriam S.C.A.$37.3M1
125Zurich Insurance Group Ltd/FI$37.1M1
126Holocene Advisors, LP$36.8M1
127FIL Ltd$35.9M1
128Granahan Investment Management, LLC$35.9M1
129Mitsubishi UFJ Trust & Banking Corp$35.5M1
130STIFEL FINANCIAL CORP$34.8M1
131STATE OF WISCONSIN INVESTMENT BOARD$33.8M1
132WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$33.5M1
133CITADEL ADVISORS LLC$33.5M1
134MANUFACTURERS LIFE INSURANCE COMPANY, THE$33.2M1
135Aware Super Pty Ltd as trustee of Aware Super$32.9M1
136Robeco Institutional Asset Management B.V.$32.5M1
137TD ASSET MANAGEMENT INC$32.5M1
138PFA Pension, Forsikringsaktieselskab$32.1M1
139Merewether Investment Management, LP$30.8M1
140BWCP, LP$30.4M1
141Munro Partners$28.6M1
142NAVELLIER & ASSOCIATES INC$27.3M1
143CREDIT AGRICOLE S A$26.8M1
144WELLINGTON MANAGEMENT GROUP LLP$26.4M1
145MERCER GLOBAL ADVISORS INC /ADV$25.9M1
146OSAIC HOLDINGS, INC.$25.6M1
147MACKENZIE FINANCIAL CORP$25.1M1
148E. Ohman J:or Asset Management AB$24.6M1
149Vanguard Investments Australia, Ltd.$24.3M1
150OP Asset Management Ltd$24.3M1
151Chevy Chase Trust Holdings, LLC$23.9M1
152Freestone Grove Partners LP$23.8M1
153WORLDQUANT MILLENNIUM ADVISORS LLC$23.2M1
154Schonfeld Strategic Advisors LLC$22.9M1
155SEB Asset Management AB$22.7M1
156KLP KAPITALFORVALTNING AS$22.6M1
157Peterson Wealth Services$22.6M1
158Swedbank AB$21.6M1
159FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$21.2M1
160TORONTO DOMINION BANK$21.2M1
161Assenagon Asset Management S.A.$20.9M1
162Employees Provident Fund Board$20.7M1
163Mediolanum International Funds Ltd$20.4M1
164Sumitomo Mitsui DS Asset Management Company, Ltd$19.8M1
165STRATEGIC PLANNING GROUP, LLC$19.7M1
166HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$19.6M1
167BW Gestao de Investimentos Ltda.$19.3M1
168Wealth High Governance Capital Ltda$19.3M1
169Andra AP-fonden$19.3M1
170Pallas Capital Advisors LLC$19.2M1
171Daiwa Securities Group Inc.$19.2M1
172Swiss Life Asset Management Ltd$19.0M1
173Mirae Asset Global Investments Co., Ltd.$18.8M1
174PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$18.6M1
175MARKEL GROUP INC.$17.9M1
176Tredje AP-fonden$17.8M1
177Quantinno Capital Management LP$17.8M1
178Trexquant Investment LP$17.5M1
179NISA INVESTMENT ADVISORS, LLC$17.0M1
180NORDEA INVESTMENT MANAGEMENT AB$16.8M1
181NOMURA ASSET MANAGEMENT CO LTD$16.7M1
182State of New Jersey Common Pension Fund D$16.7M1
183COWA, LLC$16.6M1
184Goodlander Investment Management, LLC$16.5M1
185Wealth High Governance Asset Management Ltda.$16.5M1
186SOROS CAPITAL MANAGEMENT LLC$16.3M1
187Alyeska Investment Group, L.P.$16.3M1
188VestGen Advisors, LLC$16.2M1
189O'SHAUGHNESSY ASSET MANAGEMENT, LLC$15.9M1
190Moran Wealth Management, LLC$15.7M1
191DnB Asset Management AS$15.6M1
192LBP AM SA$15.0M1
193Resona Asset Management Co.,Ltd.$14.9M1
194Waratah Capital Advisors Ltd.$14.8M1
195Investment Management Corp of Ontario$14.4M1
196CIBC Bancorp USA Inc.$14.2M1
197THAMES CAPITAL MANAGEMENT LLC$13.9M1
198Baird Financial Group, Inc.$13.9M1
199STATE OF MICHIGAN RETIREMENT SYSTEM$13.8M1
200SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$13.8M1
201Retirement Systems of Alabama$13.7M1
202MetLife Investment Management, LLC$13.5M1
203NATIXIS$13.5M1
204Verition Fund Management LLC$13.2M1
205Arizona State Retirement System$13.2M1
206Czech National Bank$13.2M1
207JGP Wealth Management, LLC$13.1M1
208XPONANCE LLC$13.0M1
209Dai-ichi Life Insurance Company, Ltd$12.4M1
210SUSQUEHANNA INTERNATIONAL GROUP, LLP$12.4M1
211Vest Financial, LLC$12.2M1
212Transamerica Financial Advisors, LLC$12.1M1
213CALIFORNIA FIRST LEASING CORP$12.0M1
214EVENTIDE ASSET MANAGEMENT, LLC$12.0M1
215Vinva Investment Management Ltd$11.9M1
216CIBC Asset Management Inc$11.8M1
217Walleye Capital LLC$11.7M1
218Engle Capital Management, L.P.$11.6M1
219TWO SIGMA INVESTMENTS, LP$11.6M1
220COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$11.3M1
221Advisors Asset Management, Inc.$11.3M1
222Pathstone Holdings, LLC$11.2M1
223Lansforsakringar Fondforvaltning AB (publ)$11.0M1
224Aquatic Capital Management LLC$11.0M1
225NEUMEIER POMA INVESTMENT COUNSEL LLC$10.6M1
226HighTower Advisors, LLC$10.5M1
227Lighthouse Investment Partners, LLC$10.5M1
228DIVIDEND ASSETS CAPITAL, LLC$10.4M1
229Banco Santander, S.A.$10.4M1
230DIVERSIFY WEALTH MANAGEMENT, LLC$10.3M1
231CI INVESTMENTS INC.$10.3M1
232PRUDENTIAL PLC$10.3M1
233Huntleigh Advisors, Inc.$10.3M1
234IFM Investors Pty Ltd$10.2M1
235Hedeker Wealth, LLC$9.8M1
236Engineers Gate Manager LP$9.7M1
237Benchstone Capital Management LP$9.6M1
238ARGENT CAPITAL MANAGEMENT LLC$9.6M1
239Woodline Partners LP$9.5M1
240Aventail Capital Group, LP$9.4M1
241Merit Financial Group, LLC$9.4M1
242KORNITZER CAPITAL MANAGEMENT INC /KS$9.4M1
243Illinois Municipal Retirement Fund$9.4M1
244Peregrine Asset Advisers, Inc.$9.4M1
245BROWN ADVISORY INC$9.1M1
246MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$9.0M1
247Independent Advisor Alliance$9.0M1
248Penobscot Investment Management Company, Inc.$9.0M1
249Spire Wealth Management$8.9M1
250Beacon Harbor Wealth Advisors, Inc.$8.9M1
251Private Advisor Group, LLC$8.6M1
252Kestra Advisory Services, LLC$8.6M1
253COMMONWEALTH EQUITY SERVICES, LLC$8.4M1
254Calamos Advisors LLC$8.4M1
255SCALAR GAUGE MANAGEMENT, LLC$8.4M1
256ANDERSON HOAGLAND & CO$8.4M1
257Focus Partners Advisor Solutions, LLC$8.4M1
258Prosperitas Financial LLC$8.3M1
259Monument Capital Management$8.3M1
260Jain Global LLC$8.3M1
261MOORE CAPITAL MANAGEMENT, LP$8.2M1
262BALYASNY ASSET MANAGEMENT L.P.$8.2M1
263Freedom Day Solutions, LLC$8.2M1
264Avanza Fonder AB$8.2M1
265ZACKS INVESTMENT MANAGEMENT$8.0M1
266PUBLIC SECTOR PENSION INVESTMENT BOARD$7.8M1
267Utah Retirement Systems$7.8M1
268VMS Asset Management Limited$7.7M1
269Corient Private Wealth LLC$7.7M1
270Hel Ved Capital Management Ltd$7.7M1
271NWK Group, Inc.$7.6M1
272MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$7.6M1
273Insight Wealth Strategies, LLC$7.5M1
274Night Squared LP$7.4M1
275Quadrature Capital Ltd$7.3M1
276SCHWARTZ INVESTMENT COUNSEL INC$7.3M1
277Mawer Investment Management Ltd.$7.2M1
278VOLORIDGE INVESTMENT MANAGEMENT, LLC$7.2M1
279CPC Advisors, LLC$7.1M1
280Orion Porfolio Solutions, LLC$7.1M1
281Horizon Investment Services, LLC$7.1M1
282CIM, LLC$7.1M1
283RITHOLTZ WEALTH MANAGEMENT$7.0M1
284Aberdeen Group plc$6.9M1
285ProShare Advisors LLC$6.9M1
286Crossmark Global Holdings, Inc.$6.9M1
287Federation des caisses Desjardins du Quebec$6.9M1
288NewEdge Advisors, LLC$6.8M1
289Hennion & Walsh Asset Management, Inc.$6.8M1
290Diversified Trust Co$6.8M1
291GLOBEFLEX CAPITAL L P$6.8M1
292Edgestream Partners, L.P.$6.8M1
293FIFTH THIRD BANCORP$6.8M1
294NEW YORK LIFE INVESTMENT MANAGEMENT LLC$6.7M1
295BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$6.7M1
296Davidson Capital Management Inc.$6.7M1
297Eurizon Capital SGR S.p.A.$6.6M1
298NEOS Investment Management LLC$6.6M1
299Vanguard Personalized Indexing Management, LLC$6.6M1
300NISSAY ASSET MANAGEMENT CORP /JAPAN$6.5M1
301Triasima Portfolio Management inc.$6.4M1
302Sanctuary Advisors, LLC$6.4M1
303PEAK6 LLC$6.4M1
304US BANCORP \DE\$6.3M1
305Bank Julius Baer & Co. Ltd, Zurich$6.1M1
306MML INVESTORS SERVICES, LLC$6.0M1
307MITCHELL CAPITAL MANAGEMENT CO$6.0M1
308EP Wealth Advisors, LLC$6.0M1
309Krilogy Financial LLC$5.8M1
310Inspire Investing, LLC$5.8M1
311Geneva Partners, LLC$5.8M1
312Vident Advisory, LLC$5.8M1
313Atria Investments, Inc$5.7M1
314ODDO BHF ASSET MANAGEMENT SAS$5.7M1
315UniSuper Management Pty Ltd$5.7M1
316Oak Harvest Investment Services$5.6M1
317BANK OF NOVA SCOTIA$5.6M1
318OREGON PUBLIC EMPLOYEES RETIREMENT FUND$5.6M1
319Linden Thomas Advisory Services, LLC$5.5M1
3204D Advisors, LLC$5.5M1
321Aubrey Capital Management Ltd$5.5M1
322Laurion Capital Management LP$5.5M1
323MEEDER ASSET MANAGEMENT INC$5.4M1
324Havemeyer Place LP$5.4M1
325HANCOCK WHITNEY CORP$5.3M1
326PDT Partners, LLC$5.3M1
327M&T BANK CORP$5.2M1
328MARIETTA INVESTMENT PARTNERS LLC$5.2M1
329QUADRANT CAPITAL GROUP LLC$5.1M1
330Bellwether Advisors, LLC$5.0M1
331YOUSIF CAPITAL MANAGEMENT, LLC$4.9M1
332LGT Group Foundation$4.8M1
333ASR Vermogensbeheer N.V.$4.8M1
334JANE STREET GROUP, LLC$4.8M1
335MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$4.7M1
336PATTON FUND MANAGEMENT, INC.$4.7M1
337Callan Family Office, LLC$4.7M1
338Blackhawk Capital Partners, LLC$4.7M1
339Strategic Global Advisors, LLC$4.5M1
340Rockefeller Capital Management L.P.$4.5M1
341Yorktown Management & Research Co Inc$4.4M1
342HB Wealth Management, LLC$4.4M1
343STANSBERRY ASSET MANAGEMENT, LLC$4.3M1
344Cardinal Point Capital Management ULC$4.3M1
345Prospera Financial Services Inc$4.3M1
346Sidoxia Capital Management, LLC$4.1M1
347Allworth Financial LP$4.1M1
348TD Waterhouse Canada Inc.$4.1M1
349EVERGREEN CAPITAL MANAGEMENT LLC$4.1M1
350BRIDGEWAY CAPITAL MANAGEMENT, LLC$4.0M1
351Sequoia Financial Advisors, LLC$4.0M1
352Silvant Capital Management LLC$4.0M1
353Bull Harbor Capital LLC$4.0M1
354Benchmark Investment Advisors LLC$3.9M1
355Richard Bernstein Advisors LLC$3.9M1
356RFG Advisory, LLC$3.9M1
357Lifestyle Asset Management, Inc.$3.8M1
358Wealthfront Advisers LLC$3.8M1
359Chicago Partners Investment Group LLC$3.8M1
360AXQ CAPITAL, LP$3.8M1
361Waverly Advisors, LLC$3.7M1
362COMMERCE BANK$3.7M1
363Dedeker Financial LLC$3.7M1
364Union Bancaire Privee, UBP SA$3.6M1
365ABN AMRO INVESTMENT SOLUTIONS$3.6M1
366LEVEL FOUR ADVISORY SERVICES, LLC$3.6M1
367KENNEDY CAPITAL MANAGEMENT LLC$3.6M1
368Ethic Inc.$3.6M1
369ASSETMARK, INC$3.6M1
370Genus Capital Management Inc.$3.5M1
371Rafferty Asset Management, LLC$3.5M1
372OMERS ADMINISTRATION Corp$3.5M1
373Secure Asset Management, LLC$3.5M1
374New Age Alpha Advisors, LLC$3.5M1
375Sivia Capital Partners, LLC$3.5M1
376MUFG Securities EMEA plc$3.4M1
377ARMISTICE CAPITAL, LLC$3.2M1
378Plato Investment Management Ltd$3.2M1
379&PARTNERS$3.2M1
380SHAKER INVESTMENTS LLC/OH$3.2M1
381INTECH INVESTMENT MANAGEMENT LLC$3.2M1
382EVOKE WEALTH, LLC$3.1M1
383Norinchukin Bank, The$3.1M1
384OCCUDO QUANTITATIVE STRATEGIES LP$3.1M1
385OPPENHEIMER ASSET MANAGEMENT INC.$3.1M1
386Venture Visionary Partners LLC$3.1M1
387SteelPeak Wealth, LLC$3.1M1
388EVOLVE PRIVATE WEALTH, LLC$3.0M1
389MIZUHO SECURITIES USA LLC$2.9M1
390NorthCrest Asset Manangement, LLC$2.9M1
391PRIVATE CLIENT SERVICES, LLC$2.9M1
392Redhawk Wealth Advisors, Inc.$2.9M1
393SILVER OAK SECURITIES, INCORPORATED$2.9M1
394MANCHESTER FINANCIAL INC$2.9M1
395Apollon Wealth Management, LLC$2.9M1
396Brooklyn Investment Group$2.9M1
397Moors & Cabot, Inc.$2.9M1
398Osmosis Investment Management UK Ltd$2.8M1
399Qube Research & Technologies Ltd$2.8M1
400HARTFORD INVESTMENT MANAGEMENT CO$2.8M1
401Point Nemo Capital, LLC$2.8M1
402Cumberland Partners Ltd$2.8M1
403MOODY NATIONAL BANK TRUST DIVISION$2.8M1
404J. Safra Sarasin Holding AG$2.7M1
405KANE INVESTMENT MANAGEMENT, INC.$2.7M1
406Mezzasalma Advisors, LLC$2.7M1
407Oak Thistle LLC$2.7M1
408Paragon Advisors, LLC$2.7M1
409SATURNA CAPITAL CORP$2.7M1
410Graham Capital Management, L.P.$2.7M1
411Bosman Wealth Management, LLC$2.7M1
412CVFG LLC$2.6M1
413PIAR LLC$2.6M1
414Vontobel Holding Ltd.$2.6M1
415QRG CAPITAL MANAGEMENT, INC.$2.6M1
416TFR Capital, LLC.$2.6M1
417DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$2.6M1
418Generali Asset Management SPA SGR$2.5M1
419THOMPSON DAVIS & CO., INC.$2.5M1
420COLDSTREAM CAPITAL MANAGEMENT INC$2.5M1
421Y-Intercept (Hong Kong) Ltd$2.4M1
422Altshuler Shaham Ltd$2.4M1
423VIRTUS ADVISERS, LLC$2.4M1
424Banque Cantonale Vaudoise$2.4M1
425GATEWAY INVESTMENT ADVISERS LLC$2.4M1
426Curi Capital, LLC$2.4M1
427Maryland State Retirement & Pension System$2.4M1
428APG Asset Management N.V.$2.4M1
429Vestmark Advisory Solutions, Inc.$2.4M1
430Taproot Management LP$2.3M1
431Wakefield Asset Management LLLP$2.3M1
432Integrated Quantitative Investments LLC$2.3M1
433GLR Partners, LLC$2.3M1
434AG2R LA MONDIALE GESTION D'ACTIFS$2.3M1
435Regal Partners Ltd$2.3M1
436Avior Wealth Management, LLC$2.3M1
437Brevan Howard Capital Management LP$2.3M1
438Jefferies Financial Group Inc.$2.3M1
439WADDELL & ASSOCIATES, LLC$2.3M1
440Segment Wealth Management, LLC$2.3M1
441Convergence Investment Partners, LLC$2.2M1
442Gallo Partners, LP$2.2M1
443HIGHLAND CAPITAL MANAGEMENT, LLC$2.2M1
444BENJAMIN EDWARDS INC$2.2M1
445GUGGENHEIM CAPITAL LLC$2.2M1
446Tower Research Capital LLC (TRC)$2.1M1
447Cornerstone Investment Partners, LLC$2.1M1
448ING GROEP NV$2.1M1
449Sterling Capital Management LLC$2.1M1
450LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2.1M1
451Gateway Wealth Partners, LLC$2.1M1
452L2 Asset Management, LLC$2.1M1
453Ascent Wealth Partners, LLC$2.1M1
454Quantbot Technologies LP$2.1M1
455WESTCO ADVISORY SERVICES INC /ADV$2.0M1
456Caldwell Investment Management Ltd.$2.0M1
457TOKIO MARINE ASSET MANAGEMENT CO LTD$2.0M1
458Fideuram Asset Management (Ireland) dac$2.0M1
459NOMURA HOLDINGS INC$2.0M1
460Braeburn Wealth Management LLC$1.9M1
461Argos Wealth Advisors, LLC$1.9M1
462Estate Counselors, LLC$1.9M1
463Lisanti Capital Growth, LLC$1.9M1
464Baader Bank Aktiengesellschaft$1.9M1
465Aristotle Atlantic Partners, LLC$1.9M1
466IHT Wealth Management, LLC$1.9M1
467Sigma Planning Corp$1.9M1
468ALPS ADVISORS INC$1.9M1
469Katamaran Capital LLP$1.9M1
470AZZAD ASSET MANAGEMENT INC /ADV$1.9M1
471Financiere des Professionnels - Fonds d'investissement inc.$1.8M1
472DAVENPORT & Co LLC$1.8M1
473Saudi Central Bank$1.8M1
474Metis Global Partners, LLC$1.8M1
475Soltis Investment Advisors LLC$1.8M1
476Kestra Investment Management, LLC$1.8M1
477Numerai GP LLC$1.7M1
478Walleye Trading LLC$1.7M1
479denkapparat Operations GmbH$1.7M1
480Mutual Advisors, LLC$1.7M1
481EXCHANGE TRADED CONCEPTS, LLC$1.7M1
482Ifrah Financial Services, Inc.$1.7M1
483Bannerstone Capital Management, LLC$1.7M1
484Fortress Financial Solutions, LLC$1.7M1
485Caerus Investment Advisors, LLC$1.7M1
486ALGEBRIS (UK) LTD$1.7M1
487HOLDERNESS INVESTMENTS CO$1.7M1
488Sowell Financial Services LLC$1.7M1
489Private Advisory Group LLC$1.6M1
490Hilltop Holdings Inc.$1.6M1
491Sierra Legacy Group$1.6M1
492MGO ONE SEVEN LLC$1.6M1
493Parcion Private Wealth LLC$1.6M1
494BOOTHBAY FUND MANAGEMENT, LLC$1.6M1
495NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.6M1
496Summit Trail Advisors, LLC$1.5M1
497PETRA FINANCIAL ADVISORS INC$1.5M1
498PFG Advisors$1.5M1
499VestGen Investment Management$1.5M1
500World Investment Advisors$1.5M1
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)3 buy / 0 sell
Congress net ($ bound)$3.0K to $45.0K
Filers net (actions)not in build
Filers net ($ 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 FIX

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

Financials — as filed PLANNED

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