Public record / Tickers / FRT

FRT — FEDERAL REALTY INVESTMENT TRUST

Both disclosure regimes on one name: who in Congress filed about FRT, 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
9
all PTR rows naming FRT
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
440
top-440 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

Tom Malinowski · $15.0K–$50.0K

Sale · traded 2019-10-25 → filed 2021-07-09. Ranked over every FRT 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.

7 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 FRT · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning FRT
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2021-07-09Tom Malinowski D–NJ-7SaleTraded 2019-10-25 LATE·623d$15K–$50K
2021-07-09Tom Malinowski D–NJ-7SaleTraded 2019-10-25 LATE·623d$1K–$15K
2021-07-09Tom Malinowski D–NJ-7PurchaseTraded 2019-07-22 LATE·718d$1K–$15K
2021-07-09Tom Malinowski D–NJ-7PurchaseTraded 2019-01-18 LATE·903d$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 9 ↗

Members active in FRT

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing FRT in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Alan Armstrong R–OK1$1.0K to $15.0K2

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

Congress ↔ notable managers · FRT

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

Adding
1 Gotham Asset Management $24.1M held
Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · FEDERAL RLTY INVT TR NEW

Merged timeline of congressional filings and notable-manager moves on FRT
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+38,559 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 FRT for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$918M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$774M1
3STATE STREET CORP$677M1
4VANGUARD CAPITAL MANAGEMENT LLC$571M1
5Resolution Capital Ltd$387M1
6Invesco Ltd.$286M1
7AQR CAPITAL MANAGEMENT LLC$222M1
8NORTHERN TRUST CORP$174M1
9ProShare Advisors LLC$173M1
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC$158M1
11DIMENSIONAL FUND ADVISORS LP$136M1
12FMR LLC$136M1
13MORGAN STANLEY$113M1
14MASSACHUSETTS FINANCIAL SERVICES CO /MA/$113M1
15Nuveen, LLC$108M1
16WELLS FARGO & COMPANY/MN$91.8M1
17Legal & General Group Plc$75.0M1
18GRS Advisors, LLC$72.9M1
19RUSH ISLAND MANAGEMENT, LP$67.8M1
20MILLENNIUM MANAGEMENT LLC$63.5M1
21BANK OF AMERICA CORP /DE/$54.1M1
22Vest Financial, LLC$53.7M1
23NOMURA ASSET MANAGEMENT CO LTD$52.6M1
24ADAGE CAPITAL PARTNERS GP, L.L.C.$48.3M1
25VANGUARD FIDUCIARY TRUST CO$47.6M1
26Janus Henderson Group Ltd.$43.9M1
27UBS Group AG$43.4M1
28DEUTSCHE BANK AG\$42.9M1
29SEI INVESTMENTS CO$42.6M1
30Woodline Partners LP$41.8M1
31FIRST TRUST ADVISORS LP$40.6M1
32Quantinno Capital Management LP$37.0M1
33CITIGROUP INC$31.9M1
34Curi Capital, LLC$29.8M1
35BANK OF MONTREAL /CAN/$29.5M1
36PRIVATE MANAGEMENT GROUP INC$29.4M1
37APG Asset Management US Inc.$29.0M1
38HSBC HOLDINGS PLC$29.0M1
39SCHRODER INVESTMENT MANAGEMENT GROUP$28.4M1
40TWO SIGMA INVESTMENTS, LP$24.7M1
41ROYAL BANK OF CANADA$24.1M1
42Gotham Asset Management, LLC$24.1M1
43WESTWOOD HOLDINGS GROUP INC$23.4M1
44Mitsubishi UFJ Asset Management Co., Ltd.$21.4M1
45PACIFIC HEIGHTS ASSET MANAGEMENT LLC$21.2M1
46Rockefeller Capital Management L.P.$21.2M1
47Masterton Capital Management, LP$18.4M1
48RWC Asset Management LLP$18.3M1
49Amundi$17.9M1
50Hazelview Securities Inc.$17.8M1
51Vanguard Global Advisers, LLC$17.6M1
52Swiss National Bank$17.2M1
53HEITMAN REAL ESTATE SECURITIES LLC$16.9M1
54Qube Research & Technologies Ltd$16.2M1
55Jain Global LLC$16.0M1
56Schonfeld Strategic Advisors LLC$16.0M1
57BOOTHBAY FUND MANAGEMENT, LLC$15.9M1
58CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$15.6M1
59RAYMOND JAMES FINANCIAL INC$15.5M1
60CIBC Asset Management Inc$14.8M1
61NORDEA INVESTMENT MANAGEMENT AB$14.2M1
62Lighthouse Investment Partners, LLC$14.1M1
63MIZUHO MARKETS AMERICAS LLC$14.0M1
64BANK OF NOVA SCOTIA$13.7M1
65TRUIST FINANCIAL CORP$13.2M1
66PRINCIPAL FINANCIAL GROUP INC$13.2M1
67IEQ CAPITAL, LLC$13.2M1
68BNP Paribas Asset Management Holding S.A.$12.9M1
69Asset Management One Co., Ltd.$12.9M1
70Susquehanna Portfolio Strategies, LLC$12.7M1
71ALLIANCEBERNSTEIN L.P.$11.7M1
72Meiji Yasuda Asset Management Co Ltd.$11.1M1
73Cerity Partners LLC$10.7M1
74Mariner, LLC$10.2M1
75Creative Planning$10.1M1
76ENVESTNET ASSET MANAGEMENT INC$10.0M1
77Allianz Asset Management GmbH$8.9M1
78Cresset Asset Management, LLC$8.3M1
79LPL Financial LLC$8.2M1
80Vanguard Investments Australia, Ltd.$8.2M1
81State of New Jersey Common Pension Fund D$8.1M1
82STIFEL FINANCIAL CORP$8.1M1
83VANGUARD ASSET MANAGEMENT, Ltd$7.9M1
84STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$7.5M1
85MERCER GLOBAL ADVISORS INC /ADV$7.3M1
86CWM, LLC$7.3M1
87Robeco Institutional Asset Management B.V.$7.3M1
88Verition Fund Management LLC$7.1M1
89MANUFACTURERS LIFE INSURANCE COMPANY, THE$6.8M1
90NAN FUNG TRINITY (HK) Ltd$6.8M1
91INTACT INVESTMENT MANAGEMENT INC.$6.7M1
92Zurcher Kantonalbank (Zurich Cantonalbank)$6.5M1
93Retirement Systems of Alabama$6.4M1
94COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$6.1M1
95GUGGENHEIM CAPITAL LLC$5.9M1
96Resona Asset Management Co.,Ltd.$5.8M1
97MATTERN CAPITAL MANAGEMENT, LLC$5.8M1
98PRUDENTIAL FINANCIAL INC$5.6M1
99PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$5.5M1
100MACQUARIE GROUP LTD$5.1M1
101Cetera Investment Advisers$5.0M1
102FIL Ltd$5.0M1
103JB Capital LLC$5.0M1
104CIBC Bancorp USA Inc.$4.9M1
105HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$4.8M1
106Kinloch Capital, LLC$4.7M1
107Focus Partners Wealth$4.6M1
108Atom Investors LP$4.6M1
109NATIONAL BANK OF CANADA /FI/$4.5M1
110Daiwa Securities Group Inc.$4.5M1
111Vert Asset Management LLC$4.2M1
112Chevy Chase Trust Holdings, LLC$4.2M1
113Aberdeen Group plc$4.2M1
1141832 Asset Management L.P.$4.1M1
115AMERICAN CENTURY COMPANIES INC$3.9M1
116WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.7M1
117Sophron Capital Management L.P.$3.7M1
118ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$3.7M1
119FRANKLIN RESOURCES INC$3.7M1
120New Insight Wealth Advisors$3.6M1
121HighTower Advisors, LLC$3.5M1
122UniSuper Management Pty Ltd$3.4M1
123TRILLIUM ASSET MANAGEMENT, LLC$3.4M1
124Mirae Asset Global Investments Co., Ltd.$3.3M1
125Vanguard National Trust Co$3.2M1
126Oak Thistle LLC$3.2M1
127Squarepoint Ops LLC$3.0M1
128Xcel Wealth Management, LLC$2.7M1
129NEOS Investment Management LLC$2.6M1
130FIFTH THIRD BANCORP$2.6M1
131TORONTO DOMINION BANK$2.5M1
132Arizona State Retirement System$2.4M1
133PUBLIC SECTOR PENSION INVESTMENT BOARD$2.4M1
134Metis Global Partners, LLC$2.3M1
135CITADEL ADVISORS LLC$2.3M1
136SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.3M1
137Holocene Advisors, LP$2.3M1
138EXCHANGE TRADED CONCEPTS, LLC$2.3M1
139Czech National Bank$2.3M1
140Sumitomo Mitsui DS Asset Management Company, Ltd$2.2M1
141NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.2M1
142LMR Partners LLP$2.0M1
143NATIXIS$2.0M1
144Richard Bernstein Advisors LLC$1.9M1
145Corient Private Wealth LLC$1.9M1
146Pictet Asset Management Holding SA$1.9M1
147Universal- Beteiligungs- und Servicegesellschaft mbH$1.8M1
148BROWN ADVISORY INC$1.8M1
149Steward Partners Investment Advisory, LLC$1.8M1
150Pathway Financial Advisers, LLC$1.7M1
151AlTi Global, Inc.$1.7M1
152VOYA INVESTMENT MANAGEMENT LLC$1.7M1
153Federation des caisses Desjardins du Quebec$1.6M1
154Blackhawk Capital Partners, LLC$1.6M1
155Summit Trail Advisors, LLC$1.6M1
156Sigma Planning Corp$1.6M1
157RENAISSANCE TECHNOLOGIES LLC$1.5M1
158IFM Investors Pty Ltd$1.5M1
159Utah Retirement Systems$1.5M1
160Kesler, Norman & Wride, LLC$1.4M1
161Polymer Capital Management (US) LLC$1.4M1
162TD ASSET MANAGEMENT INC$1.4M1
163NISSAY ASSET MANAGEMENT CORP /JAPAN$1.3M1
164Lido Advisors, LLC$1.3M1
165OSAIC HOLDINGS, INC.$1.3M1
166COLDSTREAM CAPITAL MANAGEMENT INC$1.3M1
167XPONANCE LLC$1.2M1
168NOMURA HOLDINGS INC$1.2M1
169GeoWealth Management, LLC$1.2M1
170Marshall Financial Group, LLC$1.2M1
171STATE OF WISCONSIN INVESTMENT BOARD$1.2M1
172Summit Financial, LLC$1.2M1
173&PARTNERS$1.2M1
174PFW Advisors LLC$1.2M1
175KESTRA PRIVATE WEALTH SERVICES, LLC$1.1M1
176O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.1M1
177Allspring Global Investments Holdings, LLC$1.1M1
178HUB Investment Partners, LLC$1.1M1
179ING GROEP NV$1.1M1
180Portfolio Design Labs, LLC$1.0M1
181NorthRock Partners, LLC$1.0M1
182National Philanthropic Trust$1.0M1
183Merit Financial Group, LLC$994K1
184M&T BANK CORP$986K1
185Focus Partners Advisor Solutions, LLC$984K1
186OREGON PUBLIC EMPLOYEES RETIREMENT FUND$954K1
187Chicago Partners Investment Group LLC$948K1
188Vanguard Personalized Indexing Management, LLC$948K1
189Norinchukin Bank, The$914K1
190Pathstone Holdings, LLC$910K1
191MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$887K1
192COMMONWEALTH EQUITY SERVICES, LLC$879K1
193Fort Point Capital Partners LLC$853K1
194Ascent Group, LLC$852K1
195GROUPAMA ASSET MANAGMENT$840K1
196BENJAMIN EDWARDS INC$830K1
197Prospera Financial Services Inc$823K1
198Rafferty Asset Management, LLC$820K1
199TEACHER RETIREMENT SYSTEM OF TEXAS$808K1
200Bull Harbor Capital LLC$804K1
201Joel Isaacson & Co., LLC$796K1
202IMC-Chicago, LLC$795K1
203Sivia Capital Partners, LLC$760K1
204Inspire Investing, LLC$753K1
205EVOLVE PRIVATE WEALTH, LLC$750K1
206Independent Advisor Alliance$749K1
207CANADA PENSION PLAN INVESTMENT BOARD$743K1
208MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$734K1
209STOREBRAND ASSET MANAGEMENT AS$728K1
210Fairtree Asset Management (Pty) Ltd$712K1
211MSH Capital Advisors LLC$705K1
212NewEdge Wealth, LLC$702K1
213NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$699K1
214Krilogy Financial LLC$689K1
215DRW Securities, LLC$665K1
216Revisor Wealth Management LLC$641K1
217NewEdge Advisors, LLC$628K1
218Atria Investments, Inc$625K1
219Global X Japan Co., Ltd.$623K1
220MQS Management LLC$609K1
221HB Wealth Management, LLC$590K1
222NorthCrest Asset Manangement, LLC$585K1
223Swiss Life Asset Management Ltd$561K1
224JACKSON THORNTON WEALTH MANAGEMENT, LLC$530K1
225Allworth Financial LP$517K1
226Sanctuary Advisors, LLC$510K1
227PRELUDE CAPITAL MANAGEMENT, LLC$509K1
228MIZUHO SECURITIES USA LLC$504K1
229MML INVESTORS SERVICES, LLC$497K1
230Y-Intercept (Hong Kong) Ltd$489K1
231Vident Advisory, LLC$488K1
232STEPHENS INC /AR/$481K1
233Tidal Investments LLC$477K1
234UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$467K1
235Frec Markets, Inc.$464K1
236Abel Hall, LLC$463K1
237WADDELL & ASSOCIATES, LLC$458K1
238Morningstar Investment Management LLC$453K1
239Apollon Wealth Management, LLC$452K1
240Machina Capital S.A.S.$449K1
241MAI Capital Management$446K1
242Private Advisor Group, LLC$446K1
243UNITED CAPITAL FINANCIAL ADVISORS, LLC$438K1
244DoubleLine ETF Adviser LP$432K1
245Freestone Grove Partners LP$432K1
246GATEWAY INVESTMENT ADVISERS LLC$423K1
247PICTON MAHONEY ASSET MANAGEMENT$420K1
248Maryland State Retirement & Pension System$419K1
249Sequoia Financial Advisors, LLC$414K1
250Walleye Trading LLC$403K1
251AlphaCore Capital LLC$395K1
252Kera Capital Partners, Inc.$391K1
253Gallagher Fiduciary Advisors, LLC$391K1
254National Wealth Management Group, LLC$390K1
255Pallas Capital Advisors LLC$384K1
256Ensign Peak Advisors, Inc$381K1
257Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$377K1
258Tower Research Capital LLC (TRC)$369K1
259Waverly Advisors, LLC$358K1
260STRATEGY ASSET MANAGERS LLC$353K1
261US BANCORP \DE\$350K1
262Calamos Advisors LLC$350K1
263Calamos Wealth Management LLC$350K1
264Caerus Investment Advisors, LLC$349K1
265Advisor Resource Council$345K1
266MUFG Securities EMEA plc$342K1
267MACKENZIE FINANCIAL CORP$338K1
268QUADRANT CAPITAL GROUP LLC$329K1
269NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$324K1
270Rothschild Wealth LLC$324K1
271BLAIR WILLIAM & CO/IL$318K1
272Kestra Advisory Services, LLC$311K1
273Baker Avenue Asset Management, LP$309K1
274RFG Advisory, LLC$309K1
275Armstrong, Fleming & Moore, Inc$307K1
276XML Financial, LLC$303K1
277Fiduciary Group, LLC$303K1
278Wealthspire Advisors, LLC$303K1
279waypoint wealth counsel$302K1
280CSS LLC/IL$298K1
281CREDIT AGRICOLE S A$291K1
282OFI INVEST ASSET MANAGEMENT$289K1
283Atlantic Union Bankshares Corp$288K1
284Arax Advisory Partners$287K1
285Sound Financial Strategies Group, LLC$287K1
286BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$270K1
287NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$267K1
288North Dakota State Investment Board$264K1
289KCM INVESTMENT ADVISORS LLC$263K1
290Hilltop Holdings Inc.$260K1
291Sagewood Asset Management LP$254K1
292CHOREO, LLC$249K1
293PATTON FUND MANAGEMENT, INC.$248K1
294Phocas Financial Corp.$246K1
295GTS SECURITIES LLC$243K1
296PINNACLE ASSOCIATES LTD$241K1
297Modera Wealth Management, LLC$240K1
298EVOKE WEALTH, LLC$239K1
299Clearstead Advisors, LLC$237K1
300Parcion Private Wealth LLC$236K1
301Crossmark Global Holdings, Inc.$234K1
302EntryPoint Capital, LLC$232K1
303Powell Investment Advisors, LLC$232K1
304EARNED WEALTH ADVISORS, LLC$231K1
305Compound Planning, Inc.$229K1
306Lafayette Investments, Inc.$228K1
307Savant Capital, LLC$227K1
308SECURIAN ASSET MANAGEMENT, INC$223K1
309MONTGOMERY INVESTMENT MANAGEMENT INC$221K1
310Wealthfront Advisers LLC$218K1
311HUNTINGTON NATIONAL BANK$217K1
312Quarry LP$215K1
313Platform Technology Partners$211K1
314CenterStar Asset Management, LLC$210K1
315Equitable Holdings, Inc.$207K1
316FLAGSHIP HARBOR ADVISORS, LLC$207K1
317PANAGORA ASSET MANAGEMENT INC$205K1
318Lewis Asset Management, LLC$204K1
319BFSG, LLC$199K1
320MATHER GROUP, LLC.$144K1
321Smartleaf Asset Management LLC$138K1
322Aster Capital Management (DIFC) Ltd$136K1
323Cassaday & Co Wealth Management LLC$133K1
324TD Waterhouse Canada Inc.$112K1
325CONTRAVISORY INVESTMENT MANAGEMENT, INC.$80.8K1
326SIGNATUREFD, LLC$69.9K1
327TEMA ETFS LLC$63.4K1
328Larson Financial Group LLC$57.5K1
329Kingdom Financial Group LLC.$55.0K1
330True Wealth Design, LLC$49.8K1
331EASTERN BANK$47.8K1
332Parkside Financial Bank & Trust$40.0K1
333SJS Investment Consulting Inc.$38.4K1
334DELTA ASSET MANAGEMENT LLC/TN$37.2K1
335DAGCO, INC.$37.2K1
336TOTH FINANCIAL ADVISORY CORP$35.3K1
337FEDERATED HERMES, INC.$34.9K1
338Hilltop National Bank$31.9K1
339Clarity Asset Management, Inc.$30.8K1
340Pinnacle Wealth Planning Services, Inc.$30.6K1
341MONTAG A & ASSOCIATES INC$25.5K1
342Cromwell Holdings LLC$25.5K1
343Activest Wealth Management$21.2K1
344Itau Unibanco Holding S.A.$21.1K1
345Glen Eagle Advisors, LLC$17.8K1
346Jackson, Grant Investment Advisers, Inc.$15.2K1
347Pflug Koory, LLC$14.7K1
348UMB Bank, n.a.$14.2K1
349ASSETMARK, INC$13.1K1
350Dogwood Wealth Management LLC$10.8K1
351Financial Freedom, LLC$7.1K1
352Owl Creek Wealth Partners LLC$6.1K1
353Blue Trust, Inc.$5.9K1
354Sachetta, LLC$5.7K1
355State of Alaska, Department of Revenue$5.3K1
356Bell Investment Advisors, Inc$5.0K1
357Truvestments Capital LLC$4.8K1
358CVA Family Office, LLC$4.2K1
359Treasurer of the State of North Carolina$3.9K1
360Grove Bank & Trust$3.3K1
361Manchester Capital Management LLC$3.1K1
362MV CAPITAL MANAGEMENT, INC.$3.1K1
363Spire Wealth Management$3.1K1
364PEAPACK GLADSTONE FINANCIAL CORP$3.0K1
365THRIVENT FINANCIAL FOR LUTHERANS$2.4K1
366Physician Wealth Advisors, Inc.$2.2K1
367FINANCIAL CONSULATE, INC$2.1K1
368DekaBank Deutsche Girozentrale$2.1K1
369Elequin Capital, LP$1.9K1
370MidFirst Bank$1.9K1
371Vestcor Inc$1.7K1
372Rialto Wealth Management, LLC$1.6K1
373Clayton Financial Group LLC$1.5K1
374SUMMIT SECURITIES GROUP LLC$1.4K1
375Burk Holdings LLC$1.4K1
376SouthState Bank Corp$1.1K1
377Legacy Wealth Managment, LLC/ID$1.1K1
378Intentional Wealth Strategies, LLC$1.1K1
379TFC Financial Management, Inc.$8501
380Synergy Investment Management, LLC$8501
381Signature Equity Partners, LLC$8201
382Annis Gardner Whiting Capital Advisors, LLC$7441
383Clark Wealth Partners$7441
384ELEVATION WEALTH PARTNERS, LLC$5321
385JPL Wealth Management, LLC$4251
386Caitlin John, LLC$3821
387Quaker Wealth Management, LLC$3191
388KBC Group NV$2791
389American Capital Advisory, LLC$2131
390Private Wealth Management Group, LLC$1071
391Transamerica Financial Advisors, LLC$1061
392Smithfield Trust Co$161
393VALLEY NATIONAL ADVISERS INC$31
394Avion Wealth$11
395Capital Advisors, Ltd. LLC$01
396VANGUARD GROUP INC$01
397GLENMEDE TRUST CO NA$01
398STATE OF MICHIGAN RETIREMENT SYSTEM$01
399HARBOUR INVESTMENTS, INC.$01
400HOWARD HUGHES MEDICAL INSTITUTE$01
401COMERICA BANK$01
402CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$01
403VIRGINIA RETIREMENT SYSTEMS ET Al$01
404CIBC WORLD MARKETS CORP$01
405ALGERT GLOBAL LLC$01
406CIBC Private Wealth Group LLC$01
407Cadence Bank$01
408Weiss Asset Management LP$01
409NORGES BANK$01
410Apollo Management Holdings, L.P.$01
411TWO SIGMA SECURITIES, LLC$01
412Alyeska Investment Group, L.P.$01
413HRT FINANCIAL LP$01
414Leonteq Securities AG$01
415LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$01
416Connor, Clark & Lunn Investment Management Ltd.$01
417Caprock Group, LLC$01
418Founders Capital Management$01
419DV Trading LLC$01
420Global Retirement Partners, LLC$01
421Farringdon Capital, Ltd.$01
422New Age Alpha Advisors, LLC$01
423Northstar Advisory Group, LLC$01
424INCEPTIONR LLC$01
425Vanderbilt University$01
426Sage Mountain Advisors LLC$01
427DV EQUITIES, LLC$01
428STABLEFORD CAPITAL II LLC$01
429Y.D. More Investments Ltd$01
430AlphaQuest LLC$01
431Greenland Capital Management LP$01
432SageView Advisory Group, LLC$01
433Dunhill Financial, LLC$01
434SWAN Capital LLC$01
435Caitong International Asset Management Co., Ltd$01
436Fieldview Capital Management, LLC$01
437Wealth Watch Advisors, INC$01
438Rakuten Investment Management, Inc.$01
439VARCOV Co.$01
440Keating Financial Advisory Services, Inc.$01
Truncated by Public Filings. The published aggregate ranks the top 440 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 FRT

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

Financials — as filed PLANNED

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