Public record / Tickers / G

G — Genpact LTD

Both disclosure regimes on one name: who in Congress filed about G, 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
6
all PTR rows naming G
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
04-27
filed 2020-04-27
13F holders
457
top-457 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

Donna E. Shalala · $1.0K–$15.0K

Sale · traded 2019-06-24 → filed 2020-04-27. Ranked over every G row by the provable lower bound, never a point estimate.

No member disclosed G in the trailing 12 months

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

3 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

No dated G rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING G · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning G
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2020-04-27Donna E. Shalala D–FL-27SaleTraded 2019-06-24 LATE·308d$1K–$15K
2020-04-27Donna E. Shalala D–FL-27PurchaseTraded 2019-04-03 LATE·390d$1K–$15K
2020-04-27Donna E. Shalala D–FL-27PurchaseTraded 2019-03-19 LATE·405d$1K–$15K
2019-01-10Smith, Lamar PurchaseTraded 2018-12-21 +20d$1K–$15K
2014-04-07Lamar Smith R–TX-21SaleTraded 03-06 +32d$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 6 ↗

Members active in G

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed G in the trailing 12 months.

Congress ↔ notable managers · G

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

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 $0 held
Trimming
1 Bridgewater Associates $5.6M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · GENPACT LIMITED

Merged timeline of congressional filings and notable-manager moves on G
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Ftrim−299,622 sh

1 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 G for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1FMR LLC$741M1
2BlackRock, Inc.$560M1
3Nalanda India Equity Fund Ltd$510M1
4AQR CAPITAL MANAGEMENT LLC$420M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$322M1
6VANGUARD CAPITAL MANAGEMENT LLC$278M1
7DIMENSIONAL FUND ADVISORS LP$209M1
8GEODE CAPITAL MANAGEMENT, LLC$193M1
9STATE STREET CORP$190M1
10FRANKLIN RESOURCES INC$138M1
11FIL Ltd$116M1
12FULLER & THALER ASSET MANAGEMENT, INC.$98.2M1
13FIRST TRUST ADVISORS LP$90.0M1
14Clark Capital Management Group, Inc.$87.6M1
15CAUSEWAY CAPITAL MANAGEMENT LLC$72.6M1
16NORDEA INVESTMENT MANAGEMENT AB$70.8M1
17UBS Group AG$69.5M1
18MORGAN STANLEY$66.4M1
19Quantinno Capital Management LP$59.4M1
20Invesco Ltd.$52.7M1
21BANK OF MONTREAL /CAN/$52.4M1
22NORTHERN TRUST CORP$52.2M1
23CANADA PENSION PLAN INVESTMENT BOARD$50.5M1
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC$45.4M1
25Bank of New York Mellon Corp$41.5M1
26Allianz Asset Management GmbH$40.8M1
27Artisan Partners Limited Partnership$39.2M1
28PANAGORA ASSET MANAGEMENT INC$38.4M1
29VANGUARD FIDUCIARY TRUST CO$36.9M1
30SCHRODER INVESTMENT MANAGEMENT GROUP$36.5M1
31D. E. Shaw & Co., Inc.$32.3M1
32Temasek Holdings (Private) Ltd$30.0M1
33MILLENNIUM MANAGEMENT LLC$29.8M1
34ENVESTNET ASSET MANAGEMENT INC$27.4M1
35PZENA INVESTMENT MANAGEMENT LLC$27.3M1
36RICE HALL JAMES & ASSOCIATES, LLC$26.2M1
37Arbejdsmarkedets Tillaegspension$23.5M1
38BANK OF AMERICA CORP /DE/$23.0M1
39Crossmark Global Holdings, Inc.$21.1M1
40LAZARD ASSET MANAGEMENT LLC$20.9M1
41MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$20.5M1
42SEI INVESTMENTS CO$20.2M1
43UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$19.6M1
44PRINCIPAL FINANCIAL GROUP INC$19.1M1
45IEQ CAPITAL, LLC$17.9M1
46RENAISSANCE TECHNOLOGIES LLC$16.5M1
47Squarepoint Ops LLC$16.1M1
48Man Group plc$15.3M1
49Nuveen, LLC$15.0M1
50Trexquant Investment LP$14.4M1
51Capital International, Inc./CA/$13.8M1
52MACKENZIE FINANCIAL CORP$13.1M1
53HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$13.1M1
54CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$13.0M1
55ALLIANCEBERNSTEIN L.P.$12.8M1
56BALYASNY ASSET MANAGEMENT L.P.$12.8M1
57Swiss National Bank$12.1M1
58Corient Private Wealth LLC$11.7M1
59ALTRINSIC GLOBAL ADVISORS LLC$11.7M1
60Mariner, LLC$11.5M1
61AMERICAN CENTURY COMPANIES INC$11.3M1
62Retirement Systems of Alabama$10.8M1
63Alyeska Investment Group, L.P.$10.6M1
64VOYA INVESTMENT MANAGEMENT LLC$9.8M1
65Access Investment Management LLC$9.4M1
66RAYMOND JAMES FINANCIAL INC$9.3M1
67Dalton Investments, Inc.$8.8M1
68Legal & General Group Plc$8.7M1
69Cerity Partners LLC$8.6M1
70DANSKE BANK A/S$8.0M1
71LPL Financial LLC$8.0M1
72MERCER GLOBAL ADVISORS INC /ADV$8.0M1
73Leeward Investments, LLC - MA$7.9M1
74CWM, LLC$7.3M1
75Creative Planning$7.2M1
76Orbis Allan Gray Ltd$6.5M1
77WELLS FARGO & COMPANY/MN$6.3M1
78Kingsview Wealth Management, LLC$6.2M1
79Vest Financial, LLC$6.0M1
80Engineers Gate Manager LP$5.9M1
81GLENMEDE TRUST CO NA$5.6M1
82ENGLISH CAPITAL MANAGEMENT LLC$5.6M1
83Bridgewater Associates, LP$5.6M1
84Universal- Beteiligungs- und Servicegesellschaft mbH$5.6M1
85ProShare Advisors LLC$5.5M1
86STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$5.3M1
87VANGUARD ASSET MANAGEMENT, Ltd$5.2M1
88J. Safra Sarasin Holding AG$5.2M1
89State of New Jersey Common Pension Fund D$5.1M1
90HSBC HOLDINGS PLC$5.1M1
91STATE OF WISCONSIN INVESTMENT BOARD$5.0M1
92Illinois Municipal Retirement Fund$5.0M1
93VOLORIDGE INVESTMENT MANAGEMENT, LLC$4.8M1
94JANE STREET GROUP, LLC$4.6M1
95Gilman Hill Asset Management, LLC$4.6M1
96ExodusPoint Capital Management, LP$4.5M1
97WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.4M1
98Edgestream Partners, L.P.$4.3M1
99Counterpoint Mutual Funds LLC$4.2M1
100CITADEL ADVISORS LLC$4.2M1
101TWO SIGMA INVESTMENTS, LP$4.1M1
102Empowered Funds, LLC$4.1M1
103Ruffer LLP$4.1M1
104PRUDENTIAL FINANCIAL INC$4.1M1
105Vanguard Global Advisers, LLC$4.0M1
106Dana Investment Advisors, Inc.$3.9M1
107MANUFACTURERS LIFE INSURANCE COMPANY, THE$3.9M1
108WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$3.8M1
109CITIGROUP INC$3.8M1
110Cetera Investment Advisers$3.7M1
111Kiltearn Partners LLP$3.4M1
112Focus Partners Wealth$3.3M1
113BNP Paribas Asset Management Holding S.A.$3.3M1
114ROYAL BANK OF CANADA$3.2M1
115STEPHENS INC /AR/$3.1M1
116NEW YORK STATE COMMON RETIREMENT FUND$3.1M1
117INTECH INVESTMENT MANAGEMENT LLC$3.0M1
118MetLife Investment Management, LLC$2.9M1
119Janus Henderson Group Ltd.$2.8M1
120PRINCIPAL SECURITIES, INC.$2.7M1
121MML INVESTORS SERVICES, LLC$2.7M1
122FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.5M1
123KLP KAPITALFORVALTNING AS$2.4M1
124Zurcher Kantonalbank (Zurich Cantonalbank)$2.4M1
125NATIONAL BANK OF CANADA /FI/$2.4M1
126Robeco Institutional Asset Management B.V.$2.4M1
127Federation des caisses Desjardins du Quebec$2.3M1
128MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.3M1
129Y-Intercept (Hong Kong) Ltd$2.1M1
130JOHNSON INVESTMENT COUNSEL INC$2.0M1
131XTX Topco Ltd$2.0M1
132Aurora Investment Counsel$2.0M1
133BURNEY CO/$2.0M1
134Paralel Advisors LLC$2.0M1
135BDF-GESTION$2.0M1
136Grantham, Mayo, Van Otterloo & Co. LLC$2.0M1
137NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$2.0M1
138TRUIST FINANCIAL CORP$1.9M1
139STIFEL FINANCIAL CORP$1.9M1
140PICTON MAHONEY ASSET MANAGEMENT$1.8M1
141Strategic Global Advisors, LLC$1.7M1
142Arizona State Retirement System$1.7M1
143Caprock Group, LLC$1.6M1
144Aquatic Capital Management LLC$1.6M1
145HANCOCK WHITNEY CORP$1.6M1
146Coppell Advisory Solutions LLC$1.6M1
147QRG CAPITAL MANAGEMENT, INC.$1.6M1
148Vanguard Personalized Indexing Management, LLC$1.5M1
149Vanguard Investments Australia, Ltd.$1.5M1
150Freestone Grove Partners LP$1.5M1
151TEACHER RETIREMENT SYSTEM OF TEXAS$1.5M1
152NATIXIS$1.5M1
153COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.5M1
154STATE OF MICHIGAN RETIREMENT SYSTEM$1.4M1
155Summit Trail Advisors, LLC$1.4M1
156Aristides Capital LLC$1.4M1
157Dynamic Technology Lab Private Ltd$1.3M1
158CLOVERFIELDS CAPITAL GROUP, LP$1.2M1
159Inspire Investing, LLC$1.2M1
160QUADRANT CAPITAL GROUP LLC$1.2M1
161OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.2M1
162Bridgefront Capital, LLC$1.2M1
163Sawyer & Company, Inc$1.1M1
164Callan Family Office, LLC$1.1M1
165Merit Financial Group, LLC$1.1M1
166EntryPoint Capital, LLC$1.1M1
167Mork Capital Management, LLC$1.1M1
168Envestnet Portfolio Solutions, Inc.$1.1M1
169Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$1.1M1
170Vident Advisory, LLC$1.0M1
171Focus Partners Advisor Solutions, LLC$1.0M1
172CSS LLC/IL$993K1
173Dakota Wealth Management$987K1
174Pictet Asset Management Holding SA$979K1
175Amundi$972K1
176Chicago Partners Investment Group LLC$969K1
177Sanctuary Advisors, LLC$916K1
178Kestra Advisory Services, LLC$916K1
179Baird Financial Group, Inc.$914K1
180Convergence Investment Partners, LLC$904K1
181Tidal Investments LLC$902K1
182DEUTSCHE BANK AG\$892K1
183Havemeyer Place LP$888K1
184Mitsubishi UFJ Trust & Banking Corp$878K1
185NorthCrest Asset Manangement, LLC$861K1
186EDMP, INC.$852K1
187EXCHANGE TRADED CONCEPTS, LLC$842K1
188AXQ CAPITAL, LP$816K1
189ADVISORY RESEARCH INC$800K1
190State of Wyoming$796K1
191O'SHAUGHNESSY ASSET MANAGEMENT, LLC$796K1
192FIRST CITIZENS BANK & TRUST CO$779K1
193Capital International Sarl$760K1
194Quadrature Capital Ltd$760K1
195Bull Harbor Capital LLC$753K1
196RENAISSANCE GROUP LLC$749K1
197XPONANCE LLC$745K1
198Suncoast Equity Management$722K1
199Baker Avenue Asset Management, LP$715K1
200Jasper Ridge Partners, L.P.$714K1
201Sylvest Advisors, LLC$667K1
202WINTON GROUP Ltd$650K1
203Gateway Wealth Partners, LLC$630K1
204EP Wealth Advisors, LLC$629K1
205Kera Capital Partners, Inc.$618K1
206WBI INVESTMENTS, LLC$605K1
207Pathstone Holdings, LLC$602K1
208WELLINGTON MANAGEMENT GROUP LLP$572K1
209MANGROVE PARTNERS IM, LLC$560K1
210ASSETMARK, INC$556K1
211Formidable Asset Management, LLC$549K1
212SIGNATUREFD, LLC$544K1
213Lighthouse Investment Partners, LLC$540K1
214NewEdge Advisors, LLC$535K1
215HB Wealth Management, LLC$533K1
216Verdence Capital Advisors LLC$532K1
217HighTower Advisors, LLC$523K1
218TRED AVON FAMILY WEALTH, LLC$511K1
219OneAscent Financial Services LLC$508K1
220Krilogy Financial LLC$506K1
221ALPS ADVISORS INC$482K1
222Arax Advisory Partners$480K1
223OneAscent Investment Solutions LLC$474K1
224FEDERATED HERMES, INC.$470K1
225SUSQUEHANNA INTERNATIONAL GROUP, LLP$463K1
226Atria Investments, Inc$454K1
227Brevan Howard Capital Management LP$451K1
228Ensign Peak Advisors, Inc$439K1
229CHOREO, LLC$439K1
230CHILDRESS CAPITAL ADVISORS, LLC$438K1
231SECURIAN ASSET MANAGEMENT, INC$432K1
232BANK OF NOVA SCOTIA$427K1
233WADDELL & ASSOCIATES, LLC$426K1
234Sequoia Financial Advisors, LLC$420K1
235MIRABELLA FINANCIAL SERVICES LLP$405K1
236Ethic Inc.$400K1
237TWO SIGMA SECURITIES, LLC$393K1
238Pallas Capital Advisors LLC$390K1
239Aaron Wealth Advisors LLC$389K1
240World Investment Advisors$389K1
241MAI Capital Management$389K1
242WESTPAC BANKING CORP$378K1
243Perpetual Ltd$378K1
244Allworth Financial LP$369K1
245DRW Securities, LLC$368K1
246Cresset Asset Management, LLC$367K1
247EVOLVE PRIVATE WEALTH, LLC$356K1
248CAPSTONE INVESTMENT ADVISORS, LLC$349K1
249Resonant Capital Advisors, LLC$346K1
250LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$345K1
251Waverly Advisors, LLC$344K1
252Rothschild Wealth LLC$327K1
253CITIZENS FINANCIAL GROUP INC/RI$324K1
254Triad Wealth Partners, LLC$322K1
255Transamerica Financial Advisors, LLC$319K1
256US BANCORP \DE\$317K1
257Utah Retirement Systems$317K1
258DnB Asset Management AS$315K1
259EVOKE WEALTH, LLC$312K1
260OneAscent Wealth Management LLC$304K1
261Csenge Advisory Group$302K1
262Optas, LLC$299K1
263Ameritas Advisory Services, LLC$298K1
264BLAIR WILLIAM & CO/IL$298K1
265Calamos Advisors LLC$296K1
266Calamos Wealth Management LLC$296K1
267Morningstar Investment Management LLC$292K1
268HUB Investment Partners, LLC$292K1
269Parcion Private Wealth LLC$280K1
270RITHOLTZ WEALTH MANAGEMENT$280K1
271WRIGHT INVESTORS SERVICE INC$276K1
272DAYMARK WEALTH PARTNERS, LLC$267K1
273UHLMANN PRICE SECURITIES, LLC$265K1
274Inscription Capital, LLC$260K1
275AlphaCore Capital LLC$256K1
276Family Manage LLC$253K1
277FLYNN ZITO CAPITAL MANAGEMENT, LLC$252K1
278Legacy Advisors, LLC$252K1
279Qsemble Capital Management, LP$251K1
280COMMONWEALTH EQUITY SERVICES, LLC$249K1
281OXFORD ASSET MANAGEMENT LLP$247K1
282Prospera Financial Services Inc$247K1
283Frec Markets, Inc.$243K1
284Hennion & Walsh Asset Management, Inc.$243K1
285Brand Asset Management Group, Inc.$235K1
286LECAP ASSET MANAGEMENT LTD$235K1
287Fieldview Capital Management, LLC$234K1
288IHT Wealth Management, LLC$228K1
289Centiva Capital, LP$227K1
290Ballentine Partners, LLC$225K1
291OneAscent Family Office, LLC$224K1
292JACKSON THORNTON WEALTH MANAGEMENT, LLC$223K1
293COLDSTREAM CAPITAL MANAGEMENT INC$223K1
294Curi Capital, LLC$218K1
295Savant Capital, LLC$217K1
296CIBC Asset Management Inc$216K1
297Sagewood Asset Management LP$213K1
298Essex Financial Services, Inc.$211K1
299BROWN ADVISORY INC$207K1
300Caerus Investment Advisors, LLC$207K1
301TWINBEECH CAPITAL LP$205K1
302Sowell Financial Services LLC$204K1
303Lido Advisors, LLC$202K1
304DIVERSIFIED MANAGEMENT INC$202K1
305SHELTON CAPITAL MANAGEMENT$201K1
306Tower Research Capital LLC (TRC)$187K1
307Blue Trust, Inc.$153K1
308FIFTH THIRD BANCORP$137K1
309WealthCollab, LLC$98.6K1
310True Wealth Design, LLC$94.9K1
311OSAIC HOLDINGS, INC.$93.4K1
312NOMURA ASSET MANAGEMENT CO LTD$73.0K1
313Caitong International Asset Management Co., Ltd$64.5K1
314SJS Investment Consulting Inc.$63.0K1
315UMB Bank, n.a.$61.0K1
316Rockefeller Capital Management L.P.$47.2K1
317Global X Japan Co., Ltd.$46.6K1
318Larson Financial Group LLC$40.7K1
319WPG Advisers, LLC$38.6K1
320Mirae Asset Global Investments Co., Ltd.$37.8K1
321Mitsubishi UFJ Asset Management Co., Ltd.$35.6K1
322Advisors Asset Management, Inc.$34.7K1
323PenderFund Capital Management Ltd.$34.6K1
324Activest Wealth Management$17.3K1
325J.Safra Asset Management Corp$16.7K1
326Caitlin John, LLC$16.1K1
327Steward Partners Investment Advisory, LLC$15.9K1
328MATHER GROUP, LLC.$15.9K1
329Destiny Wealth Partners, LLC$14.9K1
330Parkside Financial Bank & Trust$13.8K1
331Pinnacle Wealth Planning Services, Inc.$12.9K1
332Treasurer of the State of North Carolina$12.8K1
333Signature Equity Partners, LLC$12.4K1
334Smartleaf Asset Management LLC$12.0K1
335BROWN, LISLE/CUMMINGS, INC.$11.6K1
336CVA Family Office, LLC$10.9K1
337Eurizon Capital SGR S.p.A.$8.9K1
338Jackson, Grant Investment Advisers, Inc.$8.4K1
339State of Alaska, Department of Revenue$7.6K1
340NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$7.3K1
341JPL Wealth Management, LLC$6.9K1
342ELEVATION WEALTH PARTNERS, LLC$6.6K1
343NEW YORK STATE TEACHERS RETIREMENT SYSTEM$5.8K1
344VAN ECK ASSOCIATES CORP$5.4K1
345FARMERS & MERCHANTS INVESTMENTS INC$5.3K1
346ALGERT GLOBAL LLC$5.3K1
347JFS WEALTH ADVISORS, LLC$4.8K1
348EASTERN BANK$3.7K1
349HRT FINANCIAL LP$3.0K1
350Bell Investment Advisors, Inc$2.6K1
351PARK AVENUE SECURITIES LLC$2.5K1
352C WorldWide Group Holding A/S$2.2K1
353THRIVENT FINANCIAL FOR LUTHERANS$2.0K1
354Clearstead Advisors, LLC$2.0K1
355SouthState Bank Corp$1.8K1
356Glen Eagle Advisors, LLC$1.4K1
357Rialto Wealth Management, LLC$1.3K1
358Kilter Group LLC$1.2K1
359Cromwell Holdings LLC$9691
360Retirement Wealth Solutions LLC$9321
361Manchester Capital Management LLC$8941
362DiNuzzo Private Wealth, Inc.$8941
363TEALWOOD ASSET MANAGEMENT INC$8261
364MV CAPITAL MANAGEMENT, INC.$7451
365TD Waterhouse Canada Inc.$7441
366Vestcor Inc$7271
367Murphy & Mullick Capital Management Corp$3351
368Investors Portfolio Services LLC$3251
369Vermillion Wealth Management, Inc.$2241
370HFM Investment Advisors, LLC$2241
371KBC Group NV$2141
372Distillate Capital Partners LLC$1861
373CENTAURUS FINANCIAL, INC.$1781
374American Capital Advisory, LLC$1491
3753 FACTOR INDEXING, LLC$751
376TFC Financial Management, Inc.$381
377Raleigh Capital Management Inc.$151
378Beacon Capital Management, Inc.$81
379Avion Wealth$11
380ACADIAN ASSET MANAGEMENT LLC$01
381VANGUARD GROUP INC$01
382Laird Norton Wetherby Trust Company, LLC$01
383HARBOUR INVESTMENTS, INC.$01
384Brandywine Global Investment Management, LLC$01
385PDS Planning, Inc$01
386Wilmington Savings Fund Society, FSB$01
387TORONTO DOMINION BANK$01
388MONETA GROUP INVESTMENT ADVISORS LLC$01
389LOGAN CAPITAL MANAGEMENT INC$01
390AVIVA PLC$01
391HUSSMAN STRATEGIC ADVISORS, INC.$01
392CIBC Private Wealth Group LLC$01
393SCOTIA CAPITAL INC.$01
394NORGES BANK$01
395Walleye Trading LLC$01
396Marquette Asset Management, LLC$01
397Verition Fund Management LLC$01
398TWO SIGMA ADVISERS, LP$01
399SUMMIT SECURITIES GROUP LLC$01
400Sompo Asset Management Co., Ltd.$01
401EULAV Asset Management$01
402PDT Partners, LLC$01
403Perigon Wealth Management, LLC$01
404Penserra Capital Management LLC$01
405Connor, Clark & Lunn Investment Management Ltd.$01
406FINANCIAL CONSULATE, INC$01
407Swiss Life Asset Management Ltd$01
408WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$01
409Versor Investments LP$01
410Teza Capital Management LLC$01
411GFI Investment Counsel Ltd.$01
412Holocene Advisors, LP$01
413DV Trading LLC$01
414Qube Research & Technologies Ltd$01
415Claret Asset Management Corp$01
416Global Retirement Partners, LLC$01
417Farringdon Capital, Ltd.$01
418Oak Thistle LLC$01
419Walleye Capital LLC$01
420Geneos Wealth Management Inc.$01
421Cornerstone Wealth Group, LLC$01
422Kathmere Capital Management, LLC$01
423Physician Wealth Advisors, Inc.$01
424CERTUITY, LLC$01
425Northstar Advisory Group, LLC$01
426OCCUDO QUANTITATIVE STRATEGIES LP$01
427INCEPTIONR LLC$01
428Interchange Capital Partners, LLC$01
429NFJ INVESTMENT GROUP, LLC$01
430NFSG Corp$01
431Forum Financial Management, LP$01
432SageView Advisory Group, LLC$01
433Strengthening Families & Communities, LLC$01
434Greenspring Advisors, LLC$01
435TRANSATLANTIQUE PRIVATE WEALTH LLC$01
436Cape Investment Advisory, Inc.$01
437Heritage Wealth Management, Inc.$01
438Dunhill Financial, LLC$01
439UNIQUE WEALTH, LLC$01
440Gallacher Capital Management LLC$01
441Phillips Wealth Planners LLC$01
442Quarry LP$01
443Ballast Asset Management, LP$01
444Annis Gardner Whiting Capital Advisors, LLC$01
445Concurrent Investment Advisors, LLC$01
446Savvy Advisors, Inc.$01
447Northwest & Ethical Investments L.P.$01
448Wealth Watch Advisors, INC$01
449Aster Capital Management (DIFC) Ltd$01
450Integrated Quantitative Investments LLC$01
451Bayforest Capital Ltd$01
452SAGESPRING WEALTH PARTNERS, LLC$01
453Dogwood Wealth Management LLC$01
454North Dakota State Investment Board$01
455OPTIMA CAPITAL LLC$01
456Keating Financial Advisory Services, Inc.$01
457PCM Encore, LLC$01
Truncated by Public Filings. The published aggregate ranks the top 457 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)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ 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 G

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for G · financials and macro

Financials — as filed PLANNED

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