Public record / Tickers / GEN

GEN — Gen Digital Inc.

Both disclosure regimes on one name: who in Congress filed about GEN, 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 GEN
Members · 12m
4
3 buys · 3 sells · by trade date
Latest PTR
08-05
filed 2026-08-05
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

Jefferson Shreve · $15.0K–$50.0K

Sale · traded 2025-04-07 → filed 2025-05-08. Ranked over every GEN row by the provable lower bound, never a point estimate.

4 members · 3 buys / 3 sells

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

4 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

8 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. 8 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING GEN · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning GEN
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 2025-10-21 LATE·288d$1K–$15K
2026-08-05Julie Johnson D–TX-32Purchase · JT (jointly owned)Traded 2025-10-21 LATE·288d$1K–$15K
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-05-08Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 04-14 +24d$1K–$15K
2025-11-14Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 10-22 +23d$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 8 ↗

Members active in GEN

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing GEN 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.
Julie Johnson D–TX-323−$29.0K to $13.0K4
Alan Armstrong R–OK1$1.0K to $15.0K2
Gilbert Ray Cisneros, Jr. D–CA-311$1.0K to $15.0K2
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

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

Congress ↔ notable managers · GEN

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

Congress · last 90 days

Buyers
2 Alan Armstrong R–OK, Julie Johnson D–TX-32 $2K–$30K
Sellers
1 Julie Johnson D–TX-32 $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Adding
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · GEN DIGITAL INC

Merged timeline of congressional filings and notable-manager moves on GEN
DateWhoChangeSize
2026-08-05Julie Johnson CongressSale$1K–$15K
2026-08-05Julie Johnson CongressPurchase$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Starboard Value 13Ftrim−2,778,670 sh
2026-05-15Gotham Asset Management 13Ftrim−567,876 sh
2026-05-15Bridgewater Associates 13Fexit−817,890 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 GEN for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$997M1
2FMR LLC$844M1
3VANGUARD CAPITAL MANAGEMENT LLC$670M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$590M1
5STATE STREET CORP$555M1
6AMERIPRISE FINANCIAL INC$376M1
7GEODE CAPITAL MANAGEMENT, LLC$292M1
8Boston Partners$280M1
9FIRST TRUST ADVISORS LP$279M1
10Invesco Ltd.$255M1
11ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$247M1
12Legal & General Group Plc$165M1
13UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$154M1
14LYRICAL ASSET MANAGEMENT LP$150M1
15Starboard Value LP$147M1
16MORGAN STANLEY$143M1
17Nuveen, LLC$138M1
18DIMENSIONAL FUND ADVISORS LP$115M1
19NORTHERN TRUST CORP$111M1
20Alyeska Investment Group, L.P.$109M1
21DEUTSCHE BANK AG\$102M1
22Pictet Asset Management Holding SA$99.2M1
23Bank of New York Mellon Corp$92.3M1
24Amundi$78.2M1
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC$69.5M1
26CITADEL ADVISORS LLC$64.9M1
27ALLIANCEBERNSTEIN L.P.$64.0M1
28UBS Group AG$59.0M1
29VANGUARD FIDUCIARY TRUST CO$58.4M1
30JUPITER ASSET MANAGEMENT LTD$55.4M1
31SEI INVESTMENTS CO$48.2M1
32BANK OF AMERICA CORP /DE/$48.2M1
33Robeco Institutional Asset Management B.V.$40.5M1
34MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$39.3M1
35D. E. Shaw & Co., Inc.$34.2M1
36Alberta Investment Management Corp$33.7M1
37PRUDENTIAL FINANCIAL INC$33.4M1
38Triodos Investment Management BV$33.3M1
39BANK OF MONTREAL /CAN/$32.6M1
40BARCLAYS PLC$31.9M1
41Swiss National Bank$29.0M1
42TODD ASSET MANAGEMENT LLC$28.9M1
43VOLORIDGE INVESTMENT MANAGEMENT, LLC$28.8M1
44MILLENNIUM MANAGEMENT LLC$28.0M1
45Gotham Asset Management, LLC$27.6M1
46CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$26.5M1
47RAYMOND JAMES FINANCIAL INC$26.0M1
48Sumitomo Mitsui Trust Group, Inc.$23.6M1
49Mitsubishi UFJ Asset Management Co., Ltd.$23.5M1
50Vanguard Global Advisers, LLC$23.3M1
51RHUMBLINE ADVISERS$22.0M1
52WELLS FARGO & COMPANY/MN$20.5M1
53VANGUARD ASSET MANAGEMENT, Ltd$20.1M1
54RENAISSANCE TECHNOLOGIES LLC$19.7M1
55SEB Asset Management AB$19.5M1
56CITIGROUP INC$18.9M1
57Vinva Investment Management Ltd$17.6M1
58HSBC HOLDINGS PLC$16.7M1
59ROYAL BANK OF CANADA$15.9M1
60Arbejdsmarkedets Tillaegspension$15.8M1
61STOREBRAND ASSET MANAGEMENT AS$15.3M1
62Swedbank AB$14.3M1
63Quantinno Capital Management LP$14.1M1
64Zurcher Kantonalbank (Zurich Cantonalbank)$14.1M1
65BNP Paribas Asset Management Holding S.A.$13.2M1
66PRINCIPAL FINANCIAL GROUP INC$12.6M1
67Railway Pension Investments Ltd$12.5M1
68TD ASSET MANAGEMENT INC$12.2M1
69Asset Management One Co., Ltd.$12.0M1
70STATE OF WISCONSIN INVESTMENT BOARD$11.9M1
71Empowered Funds, LLC$11.4M1
72VICTORY CAPITAL MANAGEMENT INC$11.3M1
73ABN AMRO Bank N.V.$11.1M1
74TWO SIGMA INVESTMENTS, LP$10.1M1
75Korea Investment CORP$9.9M1
76WORLDQUANT MILLENNIUM ADVISORS LLC$9.2M1
77Mitsubishi UFJ Trust & Banking Corp$9.2M1
78STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$9.1M1
79AQR CAPITAL MANAGEMENT LLC$8.8M1
80Universal- Beteiligungs- und Servicegesellschaft mbH$8.7M1
81WELLINGTON MANAGEMENT GROUP LLP$8.6M1
82APG Asset Management N.V.$8.5M1
83AVIVA PLC$8.1M1
84TWINBEECH CAPITAL LP$7.9M1
85OCCUDO QUANTITATIVE STRATEGIES LP$7.9M1
86Focus Partners Wealth$7.9M1
87CRAWFORD INVESTMENT COUNSEL INC$7.8M1
88LBP AM SA$7.6M1
89Aberdeen Group plc$7.4M1
90MANUFACTURERS LIFE INSURANCE COMPANY, THE$7.2M1
91FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$7.2M1
92Mediolanum International Funds Ltd$7.1M1
93TD Waterhouse Canada Inc.$7.1M1
94Permit Capital, LLC$7.1M1
95United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$6.8M1
96NEW YORK STATE COMMON RETIREMENT FUND$6.3M1
97XTX Topco Ltd$5.9M1
98ExodusPoint Capital Management, LP$5.9M1
99ADAGE CAPITAL PARTNERS GP, L.L.C.$5.5M1
100Andra AP-fonden$5.5M1
101Chevy Chase Trust Holdings, LLC$5.1M1
102CIBC Bancorp USA Inc.$5.0M1
103Vanguard Investments Australia, Ltd.$5.0M1
104Invenomic Capital Management LP$5.0M1
105Point72 Asset Management, L.P.$4.9M1
106Oak Thistle LLC$4.8M1
107Generali Investments CEE, investicni spolecnost, a.s.$4.7M1
108Tredje AP-fonden$4.7M1
109Ruffer LLP$4.7M1
110AustralianSuper Pty Ltd$4.7M1
111Mirae Asset Global Investments Co., Ltd.$4.6M1
112ROYAL LONDON ASSET MANAGEMENT LTD$4.6M1
113TORONTO DOMINION BANK$4.5M1
114Lifeworks Advisors, LLC$4.4M1
115ENVESTNET ASSET MANAGEMENT INC$4.3M1
116SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.3M1
117Resona Asset Management Co.,Ltd.$4.1M1
118DANSKE BANK A/S$3.9M1
119Quartz Partners, LLC$3.9M1
120KLP KAPITALFORVALTNING AS$3.9M1
121Diversified Trust Co$3.9M1
122Brevan Howard Capital Management LP$3.8M1
123Kendall Capital Management$3.8M1
124NATIONAL BANK OF CANADA /FI/$3.7M1
125B. Metzler seel. Sohn & Co. AG$3.7M1
126IQ EQ FUND MANAGEMENT (IRELAND) Ltd$3.6M1
127IRIDIAN ASSET MANAGEMENT LLC/CT$3.6M1
128Lansforsakringar Fondforvaltning AB (publ)$3.5M1
129ELEVATION POINT WEALTH PARTNERS, LLC$3.4M1
130NOMURA ASSET MANAGEMENT CO LTD$3.4M1
131STATE OF MICHIGAN RETIREMENT SYSTEM$3.3M1
132Crossmark Global Holdings, Inc.$3.3M1
133FRANKLIN RESOURCES INC$3.2M1
134MARTIN & CO INC /TN/$3.2M1
135Mubadala Investment Co PJSC$3.1M1
136AGF MANAGEMENT LTD$3.1M1
137FIFTH THIRD BANCORP$3.1M1
138PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$3.0M1
139Federation des caisses Desjardins du Quebec$3.0M1
140PFA Pension, Forsikringsaktieselskab$3.0M1
141Woodline Partners LP$2.9M1
142ProShare Advisors LLC$2.9M1
143Czech National Bank$2.8M1
144Corient Private Wealth LLC$2.8M1
145State of New Jersey Common Pension Fund D$2.8M1
146Elo Mutual Pension Insurance Co$2.7M1
147Arizona State Retirement System$2.7M1
148NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.7M1
149UniSuper Management Pty Ltd$2.7M1
150IFM Investors Pty Ltd$2.7M1
151Artemis Investment Management LLP$2.6M1
152LPL Financial LLC$2.5M1
153CIBC Asset Management Inc$2.5M1
154MetLife Investment Management, LLC$2.5M1
155Rafferty Asset Management, LLC$2.4M1
156COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.4M1
157USS Investment Management Ltd$2.4M1
158Hixon Zuercher, LLC$2.4M1
159PRUDENTIAL PLC$2.3M1
160Tidal Investments LLC$2.3M1
161Engineers Gate Manager LP$2.2M1
162BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2.2M1
163Retirement Systems of Alabama$2.2M1
164COZAD ASSET MANAGEMENT INC$2.1M1
165DnB Asset Management AS$2.1M1
166VOYA INVESTMENT MANAGEMENT LLC$2.1M1
167Banque Cantonale Vaudoise$2.1M1
168Qube Research & Technologies Ltd$2.1M1
169XPONANCE LLC$2.1M1
170ASR Vermogensbeheer N.V.$2.0M1
171Fort Point Capital Partners LLC$2.0M1
172Schonfeld Strategic Advisors LLC$2.0M1
173BOOTHBAY FUND MANAGEMENT, LLC$1.9M1
174PUBLIC SECTOR PENSION INVESTMENT BOARD$1.9M1
175Paralel Advisors LLC$1.9M1
176MACQUARIE GROUP LTD$1.9M1
177Dakota Wealth Management$1.9M1
178Cohen Klingenstein LLC$1.9M1
179Candriam S.C.A.$1.8M1
180MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.8M1
181Creative Planning$1.8M1
182NEOS Investment Management LLC$1.7M1
183TRUIST FINANCIAL CORP$1.7M1
184Ethic Inc.$1.7M1
185Daiwa Securities Group Inc.$1.7M1
186NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$1.7M1
187Vise Technologies, Inc.$1.7M1
188Bridgefront Capital, LLC$1.7M1
189Utah Retirement Systems$1.7M1
190INTECH INVESTMENT MANAGEMENT LLC$1.7M1
191Baird Financial Group, Inc.$1.6M1
192BANK OF NOVA SCOTIA$1.6M1
193PICTON MAHONEY ASSET MANAGEMENT$1.6M1
194Sumitomo Mitsui DS Asset Management Company, Ltd$1.5M1
195FORA Capital, LLC$1.5M1
196Swiss Life Asset Management Ltd$1.5M1
197OSAIC HOLDINGS, INC.$1.5M1
198Y-Intercept (Hong Kong) Ltd$1.5M1
199Rakuten Investment Management, Inc.$1.5M1
200Lighthouse Investment Partners, LLC$1.4M1
201Long Road Investment Counsel, LLC$1.4M1
202Eurizon Capital SGR S.p.A.$1.4M1
203Board of the Pension Protection Fund$1.4M1
204National Pension Service$1.4M1
205BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.4M1
206PEAK6 LLC$1.3M1
207Aurora Investment Counsel$1.3M1
208NISSAY ASSET MANAGEMENT CORP /JAPAN$1.3M1
209NISA INVESTMENT ADVISORS, LLC$1.3M1
210Havemeyer Place LP$1.3M1
211EagleClaw Capital Managment, LLC$1.3M1
212Coastal Bridge Advisors, LLC$1.2M1
213OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.2M1
214Vanguard Personalized Indexing Management, LLC$1.2M1
215OXFORD ASSET MANAGEMENT LLP$1.2M1
216YOUSIF CAPITAL MANAGEMENT, LLC$1.2M1
217ALPS ADVISORS INC$1.2M1
218Ensign Peak Advisors, Inc$1.1M1
219Edgestream Partners, L.P.$1.1M1
220Vest Financial, LLC$1.1M1
221Blueshift Asset Management, LLC$1.1M1
222NORDEA INVESTMENT MANAGEMENT AB$1.1M1
223Janus Henderson Group Ltd.$1.1M1
224Summit Trail Advisors, LLC$1.1M1
225MERCER GLOBAL ADVISORS INC /ADV$999K1
226TWIN CAPITAL MANAGEMENT INC$995K1
227OP Asset Management Ltd$975K1
228BONNESS ENTERPRISES INC$970K1
229GLENMEDE TRUST CO NA$961K1
230OmniStar Financial Group, Inc.$961K1
231OPPENHEIMER ASSET MANAGEMENT INC.$952K1
232FOX RUN MANAGEMENT, L.L.C.$945K1
233Cetera Investment Advisers$940K1
234Y.D. More Investments Ltd$933K1
235BROWN ADVISORY INC$906K1
236Ellis Investment Partners, LLC$893K1
237COMMONWEALTH EQUITY SERVICES, LLC$825K1
238AMERICAN CENTURY COMPANIES INC$778K1
239Financiere des Professionnels - Fonds d'investissement inc.$774K1
240Advisors Asset Management, Inc.$767K1
241AIGEN INVESTMENT MANAGEMENT, LP$767K1
242TWO SIGMA SECURITIES, LLC$754K1
243Migdal Insurance & Financial Holdings Ltd.$753K1
244Convergence Financial, LLC$745K1
245Callan Family Office, LLC$733K1
246WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$731K1
247Avanza Fonder AB$722K1
248Pathstone Holdings, LLC$716K1
249Dynamic Technology Lab Private Ltd$708K1
250J. Safra Sarasin Holding AG$708K1
251Investment Management Corp of Ontario$707K1
252Allianz Asset Management GmbH$700K1
253O'SHAUGHNESSY ASSET MANAGEMENT, LLC$692K1
254Norinchukin Bank, The$685K1
255US BANCORP \DE\$682K1
256PARADIGM CAPITAL MANAGEMENT INC/NY$678K1
257Legacy Capital Group California, Inc.$669K1
258Walleye Capital LLC$659K1
259Plato Investment Management Ltd$657K1
260Prospera Financial Services Inc$655K1
261HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$652K1
262EVENTIDE ASSET MANAGEMENT, LLC$634K1
263Headlands Technologies LLC$631K1
264Tower Research Capital LLC (TRC)$629K1
265MIZUHO SECURITIES USA LLC$627K1
266Alan B Lancz & Associates, Inc.$620K1
267COMMERCE BANK$616K1
268HARTFORD INVESTMENT MANAGEMENT CO$607K1
269MACKENZIE FINANCIAL CORP$595K1
270NATIXIS$589K1
271Signal Advisors Wealth, LLC$573K1
272UNITED CAPITAL FINANCIAL ADVISORS, LLC$568K1
273SCHRODER INVESTMENT MANAGEMENT GROUP$562K1
274Hillsdale Investment Management Inc.$557K1
275CI INVESTMENTS INC.$543K1
276GLOBEFLEX CAPITAL L P$536K1
277HighTower Advisors, LLC$529K1
278&PARTNERS$517K1
279Dai-ichi Life Insurance Company, Ltd$507K1
280Maryland State Retirement & Pension System$505K1
281Sanctuary Advisors, LLC$502K1
282Allspring Global Investments Holdings, LLC$477K1
283Wealthfront Advisers LLC$476K1
284NOMURA HOLDINGS INC$465K1
285MAI Capital Management$461K1
286FIRST MANHATTAN CO. LLC.$456K1
287ABN AMRO INVESTMENT SOLUTIONS$453K1
288NAPLES GLOBAL ADVISORS, LLC$446K1
289HANCOCK WHITNEY CORP$439K1
290Forza Wealth Management, LLC$437K1
291Sequoia Financial Advisors, LLC$430K1
292DC Investments Management, LLC$427K1
293Watershed Asset Management, L.L.C.$426K1
294MUFG Securities EMEA plc$425K1
295TOKIO MARINE ASSET MANAGEMENT CO LTD$417K1
296TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$398K1
297Vident Advisory, LLC$393K1
298Machina Capital S.A.S.$390K1
299Rockefeller Capital Management L.P.$390K1
300OMERS ADMINISTRATION Corp$387K1
301CREDIT AGRICOLE S A$386K1
302SummitTX Capital, L.P.$380K1
303Laird Norton Wetherby Trust Company, LLC$379K1
304Advisory Alpha, LLC$374K1
305Empirical Finance, LLC$369K1
306Saudi Central Bank$364K1
307MIRABELLA FINANCIAL SERVICES LLP$361K1
308Meeder Advisory Services, Inc.$349K1
309E. Ohman J:or Asset Management AB$347K1
310Haven Private, LLC$344K1
311Systematic Alpha Investments, LLC$335K1
312HB Wealth Management, LLC$334K1
313Gateway Wealth Partners, LLC$334K1
314Ifrah Financial Services, Inc.$333K1
315Blue Trust, Inc.$332K1
316NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$332K1
317BALYASNY ASSET MANAGEMENT L.P.$331K1
318Perpetual Ltd$326K1
319Institute for Wealth Management, LLC.$321K1
320PATTON FUND MANAGEMENT, INC.$320K1
321Merit Financial Group, LLC$318K1
322Sterling Capital Management LLC$317K1
323WRIGHT INVESTORS SERVICE INC$312K1
324MQS Management LLC$312K1
325M&T BANK CORP$312K1
326Caitong International Asset Management Co., Ltd$310K1
327Pinnacle Financial Partners, Inc.$310K1
328Cornerstone Wealth Group, LLC$310K1
329Bayesian Capital Management, LP$309K1
330Aprio Wealth Management, LLC$303K1
331North Dakota State Investment Board$302K1
332Illinois Municipal Retirement Fund$300K1
333ARISTEIA CAPITAL, L.L.C.$300K1
334Modern Wealth Management, LLC$298K1
335Osmosis Investment Management UK Ltd$297K1
336Man Group plc$294K1
337GUGGENHEIM CAPITAL LLC$293K1
338Metis Global Partners, LLC$292K1
339MUFG SECURITIES AMERICAS INC.$287K1
340E Fund Management Co., Ltd.$286K1
341Kestra Advisory Services, LLC$286K1
342HUB Investment Partners, LLC$284K1
343SECURIAN ASSET MANAGEMENT, INC$282K1
344GTS SECURITIES LLC$281K1
345Meiji Yasuda Asset Management Co Ltd.$280K1
346Chicago Partners Investment Group LLC$277K1
347Squarepoint Ops LLC$276K1
348Everhart Financial Group, Inc.$273K1
349GREENLEAF TRUST$267K1
350Platform Technology Partners$266K1
351D.A. DAVIDSON & CO.$266K1
352Boxwood Ventures, Inc.$264K1
353L2 Asset Management, LLC$260K1
354Leonteq Securities AG$256K1
355Severin Investments, LLC$255K1
356CWA Asset Management Group, LLC$246K1
357OSLO PENSJONSFORSIKRING AS$244K1
358Beacon Pointe Advisors, LLC$238K1
359CenterBook Partners LP$235K1
360WINTON GROUP Ltd$228K1
361STIFEL FINANCIAL CORP$226K1
362Inscription Capital, LLC$223K1
363CIBC WORLD MARKET INC.$222K1
364Global Endowment Management, LP$221K1
365Benchmark Financial Wealth Advisors, LLC$220K1
366COOKSON PEIRCE & CO INC$219K1
367INCEPTIONR LLC$214K1
368COLDSTREAM CAPITAL MANAGEMENT INC$212K1
369PERSONAL CFO SOLUTIONS, LLC$203K1
370KEYBANK NATIONAL ASSOCIATION/OH$197K1
371Intesa Sanpaolo S.p.A.$196K1
372DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$195K1
373State of Wyoming$191K1
374Advisors Capital Management, LLC$189K1
375CWM, LLC$186K1
376TEMA ETFS LLC$184K1
377Quarry LP$178K1
378New Age Alpha Advisors, LLC$176K1
379Cresset Asset Management, LLC$174K1
380LSV ASSET MANAGEMENT$167K1
381ASSETMARK, INC$164K1
382Allworth Financial LP$149K1
383Destiny Wealth Partners, LLC$146K1
384MATHER GROUP, LLC.$143K1
385Siemens Fonds Invest GmbH$142K1
386NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$135K1
387Kemnay Advisory Services Inc.$135K1
388HM PAYSON & CO$134K1
389Livforsakringsbolaget Skandia, Omsesidigt$129K1
390New Vernon Capital Holdings II LLC$123K1
391EXCHANGE TRADED CONCEPTS, LLC$110K1
392Deseret Mutual Benefit Administrators$110K1
393SIGNATUREFD, LLC$100K1
394FIL Ltd$99.7K1
395Ameritas Investment Partners, Inc.$93.6K1
396Investors Research Corp$86.6K1
397CENTRAL TRUST Co$83.1K1
398CSS LLC/IL$82.4K1
399AMERICAN NATIONAL BANK & TRUST$79.8K1
400Steward Partners Investment Advisory, LLC$66.5K1
401Penserra Capital Management LLC$65.7K1
402EASTERN BANK$54.2K1
403WESTPAC BANKING CORP$53.9K1
404Wilmington Savings Fund Society, FSB$52.3K1
405Walleye Trading LLC$49.9K1
406Larson Financial Group LLC$48.2K1
407MONTAG A & ASSOCIATES INC$45.2K1
408FEDERATED HERMES, INC.$43.5K1
409Weiss Asset Management LP$40.9K1
410Curat Global, LLC$40.0K1
411SALEM INVESTMENT COUNSELORS INC$39.5K1
412UMB Bank, n.a.$39.1K1
413Cromwell Holdings LLC$33.9K1
414WPG Advisers, LLC$33.8K1
415TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA$31.6K1
416CYBER HORNET ETFs LLC$28.9K1
417KBC Group NV$27.3K1
418Parkside Financial Bank & Trust$23.3K1
419ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$22.1K1
420Truvestments Capital LLC$21.2K1
421Salomon & Ludwin, LLC$20.9K1
422Annis Gardner Whiting Capital Advisors, LLC$19.8K1
423Murphy & Mullick Capital Management Corp$19.0K1
424INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$18.8K1
425BROWN, LISLE/CUMMINGS, INC.$18.4K1
426ELEVATION WEALTH PARTNERS, LLC$17.6K1
427Treasurer of the State of North Carolina$16.1K1
428Pingora Partners LLC$15.1K1
429JFS WEALTH ADVISORS, LLC$14.5K1
430Caldwell Trust Co$13.9K1
431ISLAY CAPITAL MANAGEMENT, LLC$12.6K1
432Smartleaf Asset Management LLC$12.0K1
433CANADA LIFE ASSURANCE Co$12.0K1
434Geneos Wealth Management Inc.$11.7K1
435SOUTHERN MICHIGAN BANK & TRUST$11.3K1
436Costello Asset Management, INC$11.3K1
437Generali Asset Management SPA SGR$10.1K1
438NEW YORK STATE TEACHERS RETIREMENT SYSTEM$9.5K1
439GHP Investment Advisors, Inc.$9.3K1
440Owl Creek Wealth Partners LLC$9.3K1
441Scarborough Advisors, LLC$8.7K1
442GROUP ONE TRADING LLC$8.6K1
443Westfuller Advisors, LLC$8.5K1
444FARMERS & MERCHANTS INVESTMENTS INC$8.5K1
445QUADRANT CAPITAL GROUP LLC$7.6K1
446Transamerica Financial Advisors, LLC$7.2K1
447TRUST CO OF TOLEDO NA /OH/$7.0K1
448Signature Resources Capital Management, LLC$7.0K1
449NATIXIS ADVISORS, LLC$6.9K1
450BARTLETT & CO. WEALTH MANAGEMENT LLC$6.7K1
451JONES FINANCIAL COMPANIES LLLP$6.1K1
452True Wealth Design, LLC$5.8K1
453Pinnacle Wealth Planning Services, Inc.$5.3K1
454DekaBank Deutsche Girozentrale$4.8K1
455S&T BANK/PA$4.7K1
456MV CAPITAL MANAGEMENT, INC.$4.6K1
457C M BIDWELL & ASSOCIATES LTD$4.2K1
458Keating Financial Advisory Services, Inc.$4.0K1
459Clearstead Advisors, LLC$4.0K1
460Elequin Capital, LP$4.0K1
461Private Wealth Management Group, LLC$3.9K1
462Harbor Asset Planning, Inc.$3.9K1
463Grove Bank & Trust$3.9K1
464Strategic Investment Solutions, Inc. /IL$3.8K1
465Mn Services Vermogensbeheer B.V.$3.7K1
466Marquette Asset Management, LLC$3.7K1
467First Pacific Financial$3.5K1
468MidFirst Bank$3.0K1
469CVA Family Office, LLC$3.0K1
470Cassaday & Co Wealth Management LLC$3.0K1
471Anfield Capital Management, LLC$2.7K1
472Kilter Group LLC$2.6K1
473Bell Investment Advisors, Inc$2.3K1
474BLUELINE ADVISORS LLC$2.2K1
475SJS Investment Consulting Inc.$2.0K1
476DT Investment Partners, LLC$2.0K1
477Physician Wealth Advisors, Inc.$2.0K1
478Signature Equity Partners, LLC$2.0K1
479AMALGAMATED BANK$2.0K1
480Spire Wealth Management$1.9K1
481CHILTON CAPITAL MANAGEMENT LLC$1.9K1
482Key Capital Management, INC$1.9K1
483Main Management ETF Advisors, LLC$1.8K1
484Abound Wealth Management$1.8K1
485SUMMIT SECURITIES GROUP LLC$1.7K1
486DiNuzzo Private Wealth, Inc.$1.6K1
487SHP Wealth Management$1.5K1
488Rialto Wealth Management, LLC$1.4K1
489COMMERZBANK AKTIENGESELLSCHAFT /FI$1.4K1
490TD Capital Management LLC$1.4K1
491Clark Wealth Partners$1.4K1
492Ilmarinen Mutual Pension Insurance Co$1.2K1
493TopTier Wealth Management, LLC$1.1K1
494Manchester Capital Management LLC$1.1K1
495FOSTER & MOTLEY INC$1.1K1
496Jackson Creek Investment Advisors LLC$1.0K1
497State of Alaska, Department of Revenue$1.0K1
498Investors Portfolio Services LLC$9901
499Johnson Financial Group, Inc.$8481
500Synergy Investment Management, LLC$7911
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 / 3 sell
Congress net ($ bound)−$42.0K to $42.0K
Filers net (actions)not in build
Filers net ($ 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 GEN

RETAINED WINDOW · ACTIVE HITS
Signal hits naming GEN
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 against2 hits

Every rule, with its definition →

Planned modules for GEN · financials and macro

Financials — as filed PLANNED

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