Public record / Tickers / GH

GH — Guardant Health, Inc.

Both disclosure regimes on one name: who in Congress filed about GH, 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
11
all PTR rows naming GH
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
12-01
filed 2025-12-01
13F holders
472
top-472 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

Sheldon Whitehouse · $1.0K–$15.0K

Purchase · traded 2025-11-21 → filed 2025-12-01. Ranked over every GH 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.

Every row filed inside 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 GH · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning GH
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-12-01Sheldon Whitehouse D–RIPurchaseTraded 11-21 +10d$1K–$15K
2022-03-03Donald S. Beyer, Jr. D–VA-8Sale · JT (jointly owned)Traded 02-28 +3d$1K–$15K
2022-02-01Donald S. Beyer, Jr. D–VA-8Sale · JT (jointly owned)Traded 01-13 +19d$1K–$15K
2022-01-01Donald S. Beyer, Jr. D–VA-8Sale · JT (jointly owned)Traded 2021-12-22 +10d$1K–$15K
2020-12-01Donald S. Beyer, Jr. D–VA-8Purchase · JT (jointly owned)Traded 11-02 +29d$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 11 ↗

Members active in GH

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing GH 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.
Sheldon Whitehouse D–RI1$1.0K to $15.0K6

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

Congress ↔ notable managers · GH

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
1 Caxton Associates $831K held

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

Merged timeline of congressional filings and notable-manager moves on GH
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Ftrim−14,940 sh
2026-05-15Gotham Asset Management 13Fexit−16,984 sh
2026-05-14Caxton Associates 13Fnew+8,999 sh

3 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 GH for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.1B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$539M1
3VANGUARD CAPITAL MANAGEMENT LLC$520M1
4Invesco Ltd.$457M1
5TWO SIGMA INVESTMENTS, LP$391M1
6FMR LLC$380M1
7BAILLIE GIFFORD & CO$356M1
8GEODE CAPITAL MANAGEMENT, LLC$324M1
9Capital International Investors$322M1
10FRANKLIN RESOURCES INC$319M1
11Deep Track Capital, LP$308M1
12STATE STREET CORP$266M1
13FULLER & THALER ASSET MANAGEMENT, INC.$236M1
14EVENTIDE ASSET MANAGEMENT, LLC$218M1
15ALLIANCEBERNSTEIN L.P.$195M1
16FEDERATED HERMES, INC.$174M1
17UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$150M1
18DRIEHAUS CAPITAL MANAGEMENT LLC$141M1
19Alyeska Investment Group, L.P.$138M1
20MORGAN STANLEY$137M1
21RTW INVESTMENTS, LP$137M1
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC$134M1
23AMERIPRISE FINANCIAL INC$131M1
24UBS Group AG$130M1
25Bank of New York Mellon Corp$129M1
26WESTFIELD CAPITAL MANAGEMENT CO LP$126M1
27MANUFACTURERS LIFE INSURANCE COMPANY, THE$111M1
28NORTHERN TRUST CORP$103M1
29Temasek Holdings (Private) Ltd$91.0M1
30WELLINGTON MANAGEMENT GROUP LLP$89.8M1
31WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$87.9M1
32MILLENNIUM MANAGEMENT LLC$85.1M1
33BANK OF AMERICA CORP /DE/$82.7M1
34VANGUARD FIDUCIARY TRUST CO$82.2M1
35AMERICAN CENTURY COMPANIES INC$80.1M1
36SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$79.7M1
37EMERALD ADVISERS, LLC$77.8M1
38ADAGE CAPITAL PARTNERS GP, L.L.C.$75.4M1
39Artisan Partners Limited Partnership$75.2M1
40CADIAN CAPITAL MANAGEMENT, LP$72.0M1
41CITADEL ADVISORS LLC$71.7M1
42Point72 Asset Management, L.P.$64.3M1
43Allspring Global Investments Holdings, LLC$55.5M1
44EMERALD MUTUAL FUND ADVISERS TRUST$48.0M1
45VOYA INVESTMENT MANAGEMENT LLC$46.6M1
46BRAIDWELL LP$46.2M1
47Sumitomo Mitsui Trust Group, Inc.$44.7M1
48Amova Asset Management Americas, Inc.$44.6M1
49Aristotle Atlantic Partners, LLC$41.2M1
50Nuveen, LLC$40.5M1
51ORBIMED ADVISORS LLC$40.2M1
52D. E. Shaw & Co., Inc.$39.5M1
53VICTORY CAPITAL MANAGEMENT INC$36.4M1
54SEI INVESTMENTS CO$31.5M1
55RENAISSANCE TECHNOLOGIES LLC$31.2M1
56BROWN ADVISORY INC$30.4M1
57RAYMOND JAMES FINANCIAL INC$30.0M1
58Casdin Capital, LLC$29.1M1
59Eagle Health Investments LP$28.7M1
60PERCEPTIVE ADVISORS LLC$27.7M1
61Styrax Capital, LP$27.7M1
62Walleye Capital LLC$27.0M1
63DEUTSCHE BANK AG\$23.6M1
64Connor, Clark & Lunn Investment Management Ltd.$23.5M1
65BARCLAYS PLC$23.5M1
66PICTON MAHONEY ASSET MANAGEMENT$23.1M1
67SAMLYN CAPITAL, LLC$23.0M1
68Universal- Beteiligungs- und Servicegesellschaft mbH$22.5M1
69Blue Water Life Science Advisors, LP$22.4M1
70MASSACHUSETTS FINANCIAL SERVICES CO /MA/$22.0M1
71NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$21.6M1
72Sicart Associates LLC$21.3M1
73Swiss National Bank$20.5M1
74CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$19.9M1
75JENNISON ASSOCIATES LLC$18.8M1
76TD ASSET MANAGEMENT INC$18.0M1
77Squarepoint Ops LLC$17.7M1
78AGF MANAGEMENT LTD$17.5M1
79PRINCIPAL FINANCIAL GROUP INC$17.1M1
80DIMENSIONAL FUND ADVISORS LP$16.9M1
81CITIGROUP INC$16.1M1
82Polar Capital Holdings Plc$16.0M1
83CASTLEARK MANAGEMENT LLC$14.8M1
84WCM INVESTMENT MANAGEMENT, LLC$14.6M1
85RHUMBLINE ADVISERS$14.6M1
86AXIOM INVESTORS LLC /DE$14.2M1
87ExodusPoint Capital Management, LP$14.1M1
88Burkehill Global Management, LP$13.9M1
89NEW YORK STATE COMMON RETIREMENT FUND$13.8M1
90OSTERWEIS CAPITAL MANAGEMENT INC$13.8M1
91ROYAL BANK OF CANADA$13.5M1
92Rhenman & Partners Asset Management AB$13.4M1
93Janus Henderson Group Ltd.$13.0M1
94Legal & General Group Plc$12.6M1
95FIRST TRUST ADVISORS LP$12.6M1
96AQR CAPITAL MANAGEMENT LLC$12.1M1
97Allianz Asset Management GmbH$12.1M1
98Kinetic Partners Management, LP$12.0M1
99Hillsdale Investment Management Inc.$11.5M1
100Pictet Asset Management Holding SA$11.4M1
101Caption Management, LLC$10.6M1
102STATE OF WISCONSIN INVESTMENT BOARD$10.2M1
103Cerity Partners LLC$10.1M1
104Susquehanna Portfolio Strategies, LLC$10.0M1
105BLAIR WILLIAM & CO/IL$9.6M1
106VANGUARD ASSET MANAGEMENT, Ltd$9.5M1
107HSBC HOLDINGS PLC$9.1M1
108SILVERARC CAPITAL MANAGEMENT, LLC$9.1M1
109MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$9.0M1
110Granite Investment Partners, LLC$8.8M1
111CANADA PENSION PLAN INVESTMENT BOARD$8.7M1
112WELLS FARGO & COMPANY/MN$8.5M1
113Atika Capital Management LLC$8.4M1
114Aberdeen Group plc$8.3M1
115Candriam S.C.A.$8.2M1
116PRUDENTIAL FINANCIAL INC$8.2M1
117Trexquant Investment LP$7.9M1
118Mitsubishi UFJ Trust & Banking Corp$7.9M1
119Exome Asset Management LLC$7.6M1
120JUPITER ASSET MANAGEMENT LTD$7.3M1
121SWS Partners$7.3M1
122Creative Planning$7.2M1
123GUGGENHEIM CAPITAL LLC$7.2M1
124SUSQUEHANNA INTERNATIONAL GROUP, LLP$7.0M1
125Schonfeld Strategic Advisors LLC$6.6M1
126Engineers Gate Manager LP$6.6M1
127MetLife Investment Management, LLC$6.3M1
128Adalta Capital Management LLC$5.7M1
129FIFTH THIRD BANCORP$5.5M1
130MACKENZIE FINANCIAL CORP$5.5M1
131Vanguard Global Advisers, LLC$5.4M1
132Ensign Peak Advisors, Inc$5.2M1
133Voleon Capital Management LP$5.1M1
134F/m Investments LLC$5.0M1
135Slow Capital, Inc.$5.0M1
136Jasper Ridge Partners, L.P.$4.9M1
137Pathstone Holdings, LLC$4.8M1
138ENVESTNET ASSET MANAGEMENT INC$4.7M1
139Calamos Advisors LLC$4.7M1
140LPL Financial LLC$4.5M1
141READYSTATE ASSET MANAGEMENT LP$4.5M1
142Future Fund LLC$4.3M1
143OSSIAM$4.1M1
144Zurcher Kantonalbank (Zurich Cantonalbank)$4.0M1
145STIFEL FINANCIAL CORP$3.8M1
146US BANCORP \DE\$3.8M1
147SEVEN GRAND MANAGERS, LLC$3.7M1
148State of New Jersey Common Pension Fund D$3.6M1
149Lagoda Investment Management, L.P.$3.4M1
150POLEN CAPITAL MANAGEMENT LLC$3.2M1
151Pier Capital, LLC$3.1M1
152Edgestream Partners, L.P.$3.0M1
153BAMCO INC /NY/$3.0M1
154INTECH INVESTMENT MANAGEMENT LLC$2.9M1
155PIER 88 INVESTMENT PARTNERS LLC$2.9M1
156Arizona State Retirement System$2.8M1
157D.A. DAVIDSON & CO.$2.8M1
158Krilogy Financial LLC$2.8M1
159STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$2.7M1
160Vanguard Investments Australia, Ltd.$2.6M1
161NEXT CENTURY GROWTH INVESTORS LLC$2.5M1
162BANK OF MONTREAL /CAN/$2.5M1
163Maven Securities LTD$2.3M1
164KLP KAPITALFORVALTNING AS$2.3M1
165LAZARD ASSET MANAGEMENT LLC$2.3M1
166ProShare Advisors LLC$2.2M1
167Atom Investors LP$2.2M1
168HighTower Advisors, LLC$2.2M1
169HighVista Strategies LLC$2.2M1
170MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.0M1
171Verition Fund Management LLC$2.0M1
172Simplify Asset Management Inc.$1.9M1
173Values First Advisors, Inc.$1.9M1
174ASSETMARK, INC$1.9M1
175OCCUDO QUANTITATIVE STRATEGIES LP$1.8M1
176LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.8M1
177Jefferies Financial Group Inc.$1.7M1
178JACOBS LEVY EQUITY MANAGEMENT, INC$1.6M1
179Illinois Municipal Retirement Fund$1.6M1
180Vestmark Advisory Solutions, Inc.$1.6M1
181Tidal Investments LLC$1.6M1
182Baader Bank Aktiengesellschaft$1.6M1
183Quantinno Capital Management LP$1.6M1
184PRELUDE CAPITAL MANAGEMENT, LLC$1.5M1
185Havemeyer Place LP$1.4M1
186Numerai GP LLC$1.4M1
187XTX Topco Ltd$1.4M1
188NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.4M1
189FORA Capital, LLC$1.4M1
190IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.4M1
191Portolan Capital Management, LLC$1.3M1
192OSAIC HOLDINGS, INC.$1.3M1
193Elo Mutual Pension Insurance Co$1.3M1
194TEMA ETFS LLC$1.3M1
195OAK RIDGE INVESTMENTS LLC$1.3M1
196Empowered Funds, LLC$1.2M1
197Bridgewater Associates, LP$1.2M1
198Rockefeller Capital Management L.P.$1.2M1
199OP Asset Management Ltd$1.2M1
200INCEPTIONR LLC$1.2M1
201Cetera Investment Advisers$1.1M1
202World Investment Advisors$1.1M1
203Nicholas Investment Partners, LP$1.1M1
204XPONANCE LLC$1.1M1
205Amundi$1.1M1
206EXCHANGE TRADED CONCEPTS, LLC$1.1M1
207Vanguard Personalized Indexing Management, LLC$1.1M1
208IMC-Chicago, LLC$1.1M1
209MRA Advisory Group$1.0M1
210TEACHER RETIREMENT SYSTEM OF TEXAS$1.0M1
211Northwest & Ethical Investments L.P.$973K1
212Ameritas Investment Partners, Inc.$939K1
213ADAR1 Capital Management, LLC$924K1
214Banque Cantonale Vaudoise$919K1
215Corient Private Wealth LLC$915K1
216Man Group plc$894K1
217BRANDYWINE MANAGERS, LLC$844K1
218CAXTON ASSOCIATES LLP$831K1
219B. Metzler seel. Sohn & Co. AG$824K1
220Yorktown Management & Research Co Inc$817K1
221Caprock Group, LLC$810K1
222BankChampaign, National Association$809K1
223Mariner, LLC$788K1
224Tower Research Capital LLC (TRC)$756K1
225CIBC Bancorp USA Inc.$755K1
226FARALLON CAPITAL MANAGEMENT, L.L.C.$739K1
227IEQ CAPITAL, LLC$736K1
228Federation des caisses Desjardins du Quebec$706K1
229State of Wyoming$705K1
230O'SHAUGHNESSY ASSET MANAGEMENT, LLC$703K1
231Mirae Asset Global Investments Co., Ltd.$662K1
232Aquatic Capital Management LLC$662K1
233Swiss Life Asset Management Ltd$652K1
234GUYASUTA INVESTMENT ADVISORS INC$647K1
235Canton Hathaway, LLC$626K1
236TrueMark Investments, LLC$609K1
237TD Waterhouse Canada Inc.$591K1
238MSH Capital Advisors LLC$580K1
239Alta Wealth Advisors LLC$576K1
240Orion Porfolio Solutions, LLC$573K1
241Perigon Wealth Management, LLC$563K1
242COMMONWEALTH EQUITY SERVICES, LLC$553K1
243Gibbs Wealth Management$548K1
244J. Safra Sarasin Holding AG$548K1
245DnB Asset Management AS$530K1
246MERCER GLOBAL ADVISORS INC /ADV$510K1
247Wealthcare Advisory Partners LLC$506K1
248TRUIST FINANCIAL CORP$502K1
249OPPENHEIMER & CO INC$497K1
250Ethic Inc.$496K1
251NAVELLIER & ASSOCIATES INC$485K1
252Trivium Point Advisory, LLC$476K1
253Sanctuary Advisors, LLC$472K1
254GLENMEDE TRUST CO NA$449K1
255KESTRA PRIVATE WEALTH SERVICES, LLC$446K1
256JANE STREET GROUP, LLC$444K1
257M&T BANK CORP$433K1
258WASHINGTON TRUST BANK$429K1
259Perpetual Ltd$428K1
260Abel Hall, LLC$420K1
261CIBC Asset Management Inc$417K1
262WORLD EQUITY GROUP, INC.$413K1
263NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$403K1
264Avior Wealth Management, LLC$393K1
265Banco Santander, S.A.$387K1
266Alamea Verwaltungs GmbH$385K1
267Inspire Advisors, LLC$381K1
268Persistent Asset Partners Ltd$377K1
269JAG CAPITAL MANAGEMENT, LLC$366K1
270RWC Asset Management LLP$357K1
271Wealthspire Advisors, LLC$338K1
272Callan Family Office, LLC$333K1
273Marex Group Ltd$323K1
274NISA INVESTMENT ADVISORS, LLC$318K1
275Mendel Money Management$299K1
276&PARTNERS$297K1
277McGuire Investment Group, LLC$296K1
278WULFF, HANSEN & CO.$294K1
279KEYBANK NATIONAL ASSOCIATION/OH$291K1
280Wealthfront Advisers LLC$281K1
281MCGUIRE CAPITAL ADVISORS INC$275K1
282Seelaus Asset Management LLC$275K1
283Ascent Wealth Partners, LLC$274K1
284Waverly Advisors, LLC$269K1
285OneAscent Financial Services LLC$265K1
286Brooklyn Investment Group$262K1
287AE Wealth Management LLC$257K1
288VIRTUS ADVISERS, LLC$254K1
289CWM, LLC$254K1
290OXFORD ASSET MANAGEMENT LLP$251K1
291Pinnacle Wealth Planning Services, Inc.$244K1
292Green Alpha Advisors, LLC$237K1
293QRG CAPITAL MANAGEMENT, INC.$234K1
294NORDEN GROUP LLC$233K1
295STEPHENS INC /AR/$232K1
296WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$228K1
297Eurizon Capital SGR S.p.A.$228K1
298EASTERN BANK$217K1
299OneDigital Investment Advisors LLC$214K1
300Keel Point, LLC$211K1
301ABS Direct Equity Fund LLC$210K1
302Atria Investments, Inc$207K1
303SECTORAL ASSET MANAGEMENT INC$206K1
304PROFUND ADVISORS LLC$205K1
305BNP Paribas Asset Management Holding S.A.$193K1
306Kimelman & Baird, LLC$176K1
307LORD, ABBETT & CO. LLC$175K1
308SBI Securities Co., Ltd.$173K1
309Leonteq Securities AG$116K1
310JNBA Financial Advisors$105K1
311Smartleaf Asset Management LLC$102K1
312HM PAYSON & CO$92.4K1
313Steward Partners Investment Advisory, LLC$90.7K1
314Allworth Financial LP$88.1K1
315Kemnay Advisory Services Inc.$78.2K1
316Sterling Capital Management LLC$74.7K1
317SIGNATUREFD, LLC$72.5K1
318SCHRODER INVESTMENT MANAGEMENT GROUP$69.5K1
319Itau Unibanco Holding S.A.$55.8K1
320First Pacific Financial$51.6K1
321HighMark Wealth Management LLC$50.8K1
322MAI Capital Management$49.0K1
323MARSHALL INVESTMENT MANAGEMENT, LLC$44.3K1
324Arax Advisory Partners$43.6K1
325RiverPark Advisors, LLC$41.8K1
326EFG International AG$36.9K1
327Owl Creek Wealth Partners LLC$34.6K1
328PFS Partners, LLC$30.5K1
329Financial Network Wealth Advisors LLC$25.2K1
330Bayforest Capital Ltd$23.9K1
331NBT BANK, N.A.$23.1K1
332Fideuram Asset Management (Ireland) dac$19.5K1
333Parkside Financial Bank & Trust$19.1K1
334Medallion Wealth Advisors, LLC$15.6K1
335Elequin Capital, LP$14.3K1
336TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$14.2K1
337Keating Financial Advisory Services, Inc.$12.6K1
338CONTRAVISORY INVESTMENT MANAGEMENT, INC.$11.5K1
339WPG Advisers, LLC$10.9K1
340Optiver Holding B.V.$9.5K1
341DANSKE BANK A/S$9.2K1
342Hurley Capital, LLC$9.2K1
343Physician Wealth Advisors, Inc.$8.4K1
344BARTLETT & CO. WEALTH MANAGEMENT LLC$8.4K1
345SJS Investment Consulting Inc.$8.3K1
346CVA Family Office, LLC$7.9K1
347MEEDER ASSET MANAGEMENT INC$7.5K1
348INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$6.5K1
349Dogwood Wealth Management LLC$6.0K1
350THRIVENT FINANCIAL FOR LUTHERANS$5.8K1
351JFS WEALTH ADVISORS, LLC$5.4K1
352ALGERT GLOBAL LLC$5.3K1
353Bell Investment Advisors, Inc$5.1K1
354Atlantic Union Bankshares Corp$4.9K1
355Vanguard National Trust Co$4.9K1
356My Portfolio Guide, LLC$4.6K1
357Prestige Wealth Management Group LLC$4.3K1
358DekaBank Deutsche Girozentrale$3.9K1
359Employees Retirement System of Texas$3.6K1
360QUADRANT CAPITAL GROUP LLC$3.4K1
361MV CAPITAL MANAGEMENT, INC.$3.0K1
362Rakuten Securities, Inc.$2.0K1
363MCF Advisors LLC$1.8K1
364Strategic Investment Solutions, Inc. /IL$1.8K1
365SHP Wealth Management$1.8K1
366DiNuzzo Private Wealth, Inc.$1.6K1
367NATIXIS ADVISORS, LLC$1.4K1
368HHM Wealth Advisors, LLC$1.4K1
369Godfrey Financial Associates, Inc.$1.4K1
370ACADIAN ASSET MANAGEMENT LLC$1.3K1
371Larson Financial Group LLC$1.2K1
372Key FInancial Inc$1.2K1
373CANADA LIFE ASSURANCE Co$1.1K1
374PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$1.1K1
375True Wealth Design, LLC$1.0K1
376Retirement Wealth Solutions LLC$1.0K1
377ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.0K1
378Beaird Harris Wealth Management, LLC$9241
379Transamerica Financial Advisors, LLC$9231
380Vermillion Wealth Management, Inc.$8311
381KBC Group NV$6961
382Quantitative Investment Management, LLC$6931
383Rialto Wealth Management, LLC$6471
384VAN ECK ASSOCIATES CORP$6301
385HFM Investment Advisors, LLC$5541
386CENTRAL TRUST Co$4621
387Atlantic Private Wealth, LLC$4621
388Sunrise Financial Services, LLC$4621
389GSA CAPITAL PARTNERS LLP$4251
390AMALGAMATED BANK$3531
391American Capital Advisory, LLC$2781
392West Branch Capital LLC$1851
393Harvest Fund Management Co., Ltd$341
394Strategic Wealth Advisors LLC$31
395Capital Advisors, Ltd. LLC$11
396NOMURA ASSET MANAGEMENT CO LTD$01
397Activest Wealth Management$01
398VANGUARD GROUP INC$01
399FIL Ltd$01
400HARBOUR INVESTMENTS, INC.$01
401Clearstead Advisors, LLC$01
402COMERICA BANK$01
403NATIONAL BANK OF CANADA /FI/$01
4041832 Asset Management L.P.$01
405VIRGINIA RETIREMENT SYSTEMS ET Al$01
406HARBOR CAPITAL ADVISORS, INC.$01
407CIBC WORLD MARKETS CORP$01
408CHESAPEAKE ASSET MANAGEMENT LLC$01
409COUNTRY TRUST BANK$01
410BALYASNY ASSET MANAGEMENT L.P.$01
411NATIXIS$01
412CIBC Private Wealth Group LLC$01
413Graham Capital Management, L.P.$01
414NORGES BANK$01
415Marquette Asset Management, LLC$01
416Lisanti Capital Growth, LLC$01
417CAPSTONE INVESTMENT ADVISORS, LLC$01
418Legato Capital Management LLC$01
419SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$01
420HRT FINANCIAL LP$01
421TWO SIGMA ADVISERS, LP$01
422Daiwa Securities Group Inc.$01
423TD Capital Management LLC$01
424SIMPLEX TRADING, LLC$01
425Gotham Asset Management, LLC$01
426Quantbot Technologies LP$01
427MANGROVE PARTNERS IM, LLC$01
428BOOTHBAY FUND MANAGEMENT, LLC$01
429VOLORIDGE INVESTMENT MANAGEMENT, LLC$01
430PDT Partners, LLC$01
431Headlands Technologies LLC$01
432LMR Partners LLP$01
433Harvest Investment Services, LLC$01
434Penserra Capital Management LLC$01
435Quadrature Capital Ltd$01
436Bellevue Group AG$01
437Main Management ETF Advisors, LLC$01
438DV Trading LLC$01
439Blueshift Asset Management, LLC$01
440Qube Research & Technologies Ltd$01
441AIGEN INVESTMENT MANAGEMENT, LP$01
442ELEVATION POINT WEALTH PARTNERS, LLC$01
443Global Retirement Partners, LLC$01
444Delta Investment Management, LLC$01
445Hamilton Wealth, LLC$01
446Qsemble Capital Management, LP$01
447Y-Intercept (Hong Kong) Ltd$01
448Cinctive Capital Management LP$01
449BELLEVUE ASSET MANAGEMENT, LLC$01
450Concord Wealth Partners$01
451Kestra Advisory Services, LLC$01
452AlphaQuest LLC$01
453Guardian Partners Inc.$01
454Capricorn Fund Managers Ltd$01
455FOREFRONT WEALTH MANAGEMENT INC.$01
456Connective Portfolio Management, LLC$01
457SageView Advisory Group, LLC$01
458Cape Investment Advisory, Inc.$01
459Dunhill Financial, LLC$01
460Redwood Wealth Management Group, LLC$01
461Quarry LP$01
462EntryPoint Capital, LLC$01
463First Turn Management, LLC$01
464NEOS Investment Management LLC$01
465Turning Point Benefit Group, Inc.$01
466Science & Technology Partners, L.P.$01
467Aster Capital Management (DIFC) Ltd$01
468SummitTX Capital, L.P.$01
469OPTIMA CAPITAL LLC$01
470Odyssean, LLC$01
471PBU - The Pension Fund of Early Childhood & Youth Educators$01
472Greenline Wealth Management LLC$01
Truncated by Public Filings. The published aggregate ranks the top 472 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 GH

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for GH · financials and macro

Financials — as filed PLANNED

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