Public record / Tickers / GL

GL — GLOBE LIFE INC.

Both disclosure regimes on one name: who in Congress filed about GL, 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 GL
Members · 12m
1
1 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

Susan M. Collins · $15.0K–$50.0K

Sale · traded 2024-08-05 → filed 2024-09-13. Ranked over every GL 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.

2 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

3 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. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING GL · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning GL
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 07-10 +34d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2024-09-13Susan M. Collins R–MESale · SP (spouse-owned)Traded 08-05 +39d$15K–$50K
2023-10-10Lois Frankel D–FL-22SaleTraded 09-08 +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 GL

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

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 $22.5M held

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

Merged timeline of congressional filings and notable-manager moves on GL
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+42,405 sh
2026-05-15Soros Fund Management 13Ftrim−85,805 sh
2026-05-15Bridgewater Associates 13Ftrim−61,988 sh

4 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 GL for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$771M1
2VANGUARD CAPITAL MANAGEMENT LLC$717M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$592M1
4Invesco Ltd.$559M1
5STATE STREET CORP$509M1
6GEODE CAPITAL MANAGEMENT, LLC$379M1
7DIMENSIONAL FUND ADVISORS LP$327M1
8MORGAN STANLEY$269M1
9Nuveen, LLC$209M1
10ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$195M1
11WELLINGTON MANAGEMENT GROUP LLP$184M1
12AQR CAPITAL MANAGEMENT LLC$164M1
13Swedbank AB$154M1
14FMR LLC$146M1
15PZENA INVESTMENT MANAGEMENT LLC$143M1
16WESTFIELD CAPITAL MANAGEMENT CO LP$117M1
17EQUITY INVESTMENT CORP$114M1
18NORTHERN TRUST CORP$109M1
19NORDEA INVESTMENT MANAGEMENT AB$107M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$104M1
21REGIONS FINANCIAL CORP$103M1
22BANK OF AMERICA CORP /DE/$89.3M1
23RAYMOND JAMES FINANCIAL INC$84.4M1
24JACOBS LEVY EQUITY MANAGEMENT, INC$80.5M1
25Bank of New York Mellon Corp$77.8M1
26AMERIPRISE FINANCIAL INC$66.8M1
27VICTORY CAPITAL MANAGEMENT INC$64.7M1
28VANGUARD FIDUCIARY TRUST CO$62.3M1
29Woodline Partners LP$51.0M1
30AMERICAN CENTURY COMPANIES INC$44.5M1
31BARCLAYS PLC$44.4M1
32Artisan Partners Limited Partnership$41.2M1
33FRANKLIN RESOURCES INC$39.6M1
34UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$38.5M1
35Freestone Grove Partners LP$38.1M1
36DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$37.8M1
37CITADEL ADVISORS LLC$35.1M1
38Allianz Asset Management GmbH$33.7M1
39UBS Group AG$33.6M1
40LPL Financial LLC$31.1M1
41STIFEL FINANCIAL CORP$31.1M1
42DEUTSCHE BANK AG\$29.3M1
43Legal & General Group Plc$28.0M1
44SCHRODER INVESTMENT MANAGEMENT GROUP$26.6M1
45ROYAL BANK OF CANADA$25.9M1
46TODD ASSET MANAGEMENT LLC$25.5M1
47Arbejdsmarkedets Tillaegspension$25.4M1
48RHUMBLINE ADVISERS$24.9M1
49Jain Global LLC$24.4M1
50Vanguard Global Advisers, LLC$24.1M1
51FIRST TRUST ADVISORS LP$23.7M1
52Carmignac Gestion$23.7M1
53CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$22.7M1
54Gotham Asset Management, LLC$22.5M1
55Swiss National Bank$21.9M1
56NUANCE INVESTMENTS, LLC$21.8M1
57Interval Partners, LP$21.7M1
58MILLENNIUM MANAGEMENT LLC$21.3M1
59ALLIANCEBERNSTEIN L.P.$19.9M1
60BLAIR WILLIAM & CO/IL$18.7M1
61ENVESTNET ASSET MANAGEMENT INC$17.6M1
62BALYASNY ASSET MANAGEMENT L.P.$17.0M1
63IEQ CAPITAL, LLC$16.6M1
64HSBC HOLDINGS PLC$16.2M1
65VOYA INVESTMENT MANAGEMENT LLC$15.7M1
66PRINCIPAL FINANCIAL GROUP INC$15.1M1
67Prana Capital Management, LP$15.0M1
68Lighthouse Investment Partners, LLC$14.9M1
69TWO SIGMA INVESTMENTS, LP$14.5M1
70VOLORIDGE INVESTMENT MANAGEMENT, LLC$14.2M1
71BNP Paribas Asset Management Holding S.A.$13.9M1
72Quantinno Capital Management LP$13.6M1
73NATIXIS$13.4M1
74Mitsubishi UFJ Asset Management Co., Ltd.$13.0M1
75Qube Research & Technologies Ltd$12.5M1
76PICTON MAHONEY ASSET MANAGEMENT$12.2M1
77WELLS FARGO & COMPANY/MN$12.0M1
78CIBC Bancorp USA Inc.$10.4M1
79BANK OF NOVA SCOTIA$10.3M1
80Cerity Partners LLC$10.3M1
81Universal- Beteiligungs- und Servicegesellschaft mbH$10.3M1
82VANGUARD ASSET MANAGEMENT, Ltd$10.0M1
83SEI INVESTMENTS CO$10.0M1
84ADAGE CAPITAL PARTNERS GP, L.L.C.$9.9M1
85STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$9.8M1
86Barbara Oil Co.$9.4M1
87Polar Capital Holdings Plc$9.4M1
88CITIGROUP INC$9.2M1
89Creative Planning$8.8M1
90Cohen Klingenstein LLC$8.8M1
91LEAVELL INVESTMENT MANAGEMENT, INC.$8.6M1
92SOROS FUND MANAGEMENT LLC$8.3M1
93MANUFACTURERS LIFE INSURANCE COMPANY, THE$8.0M1
94GREAT LAKES ADVISORS, LLC$7.9M1
95Steward Partners Investment Advisory, LLC$7.8M1
96&PARTNERS$7.7M1
97WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$7.7M1
98Allworth Financial LP$7.6M1
99Leith Wheeler Investment Counsel Ltd.$7.6M1
100Edgestream Partners, L.P.$7.5M1
101Engineers Gate Manager LP$7.5M1
102ENGLISH CAPITAL MANAGEMENT LLC$7.4M1
103BANK OF MONTREAL /CAN/$7.4M1
104Lansforsakringar Fondforvaltning AB (publ)$7.1M1
105MERCER GLOBAL ADVISORS INC /ADV$7.0M1
106STATE OF WISCONSIN INVESTMENT BOARD$6.9M1
107Wealthfront Advisers LLC$6.8M1
108Mariner, LLC$6.7M1
109FEDERATED HERMES, INC.$6.7M1
110Livforsakringsbolaget Skandia, Omsesidigt$6.6M1
111APG Asset Management N.V.$6.6M1
112Illinois Municipal Retirement Fund$6.5M1
113NATIONAL BANK OF CANADA /FI/$6.3M1
114CI INVESTMENTS INC.$6.2M1
115FULLER & THALER ASSET MANAGEMENT, INC.$6.2M1
116Trexquant Investment LP$6.2M1
117NEW YORK STATE COMMON RETIREMENT FUND$6.1M1
118Point72 Asset Management, L.P.$5.9M1
119CWM, LLC$5.7M1
120CAPITOLIS LIQUID GLOBAL MARKETS LLC$5.7M1
121Amundi$5.5M1
122Chevy Chase Trust Holdings, LLC$5.5M1
123Zurcher Kantonalbank (Zurich Cantonalbank)$5.3M1
124CWA Asset Management Group, LLC$5.3M1
125FIRST MANHATTAN CO. LLC.$5.1M1
126Janus Henderson Group Ltd.$5.1M1
127Man Group plc$5.1M1
128COMMONWEALTH EQUITY SERVICES, LLC$4.8M1
129TRUIST FINANCIAL CORP$4.7M1
130Brevan Howard Capital Management LP$4.7M1
131Schonfeld Strategic Advisors LLC$4.6M1
132Wilmington Savings Fund Society, FSB$4.6M1
133KLINGENSTEIN FIELDS & CO LP$4.5M1
134US BANCORP \DE\$4.4M1
135Squarepoint Ops LLC$4.3M1
136Pinnacle Financial Partners, Inc.$4.1M1
137Tweedy, Browne Co LLC$3.9M1
138Kestra Advisory Services, LLC$3.9M1
139Sequoia Financial Advisors, LLC$3.8M1
140Empowered Funds, LLC$3.8M1
141Lido Advisors, LLC$3.7M1
142SteelPeak Wealth, LLC$3.6M1
143State of New Jersey Common Pension Fund D$3.6M1
144PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$3.5M1
145MML INVESTORS SERVICES, LLC$3.3M1
146Pathstone Holdings, LLC$3.3M1
147JANE STREET GROUP, LLC$3.2M1
148PUBLIC SECTOR PENSION INVESTMENT BOARD$3.2M1
149KLP KAPITALFORVALTNING AS$3.1M1
150DRW Securities, LLC$3.1M1
151Arizona State Retirement System$3.0M1
152TEACHER RETIREMENT SYSTEM OF TEXAS$3.0M1
153Czech National Bank$3.0M1
154Smith Thornton Advisors LLC$3.0M1
155TORONTO DOMINION BANK$3.0M1
156XTX Topco Ltd$2.9M1
157Gator Capital Management, LLC$2.9M1
158STATE OF MICHIGAN RETIREMENT SYSTEM$2.9M1
159NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.9M1
160PARSONS CAPITAL MANAGEMENT INC/RI$2.9M1
161CREDIT AGRICOLE S A$2.8M1
162Vanguard Investments Australia, Ltd.$2.8M1
163Savant Capital, LLC$2.8M1
164BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2.8M1
165Rafferty Asset Management, LLC$2.7M1
166Weiss Asset Management LP$2.6M1
167NISA INVESTMENT ADVISORS, LLC$2.6M1
168Robeco Institutional Asset Management B.V.$2.6M1
169MetLife Investment Management, LLC$2.6M1
170COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.6M1
171Machina Capital S.A.S.$2.6M1
172Elo Mutual Pension Insurance Co$2.5M1
173CIBC Asset Management Inc$2.5M1
174Vanguard Personalized Indexing Management, LLC$2.5M1
175Sustainable Insight Capital Management, LLC$2.5M1
176E. Ohman J:or Asset Management AB$2.5M1
177O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.5M1
178FIFTH THIRD BANCORP$2.4M1
179Retirement Systems of Alabama$2.4M1
180ProShare Advisors LLC$2.3M1
181Pictet Asset Management Holding SA$2.2M1
182CANADA PENSION PLAN INVESTMENT BOARD$2.2M1
183Mirae Asset Global Investments Co., Ltd.$2.2M1
184BRIDGEWAY CAPITAL MANAGEMENT, LLC$2.0M1
185GHP Investment Advisors, Inc.$1.9M1
186TD ASSET MANAGEMENT INC$1.9M1
187Tidal Investments LLC$1.9M1
188Aurora Investment Counsel$1.9M1
189Envestnet Portfolio Solutions, Inc.$1.9M1
190Aptus Capital Advisors, LLC$1.8M1
191Utah Retirement Systems$1.8M1
192SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.7M1
193Fairvoy Private Wealth, LLC$1.7M1
194Mitsubishi UFJ Trust & Banking Corp$1.7M1
195Daiwa Securities Group Inc.$1.7M1
196UniSuper Management Pty Ltd$1.7M1
197Synergy Asset Management, LLC$1.7M1
198TrueWealth Advisors, LLC$1.7M1
199VIRTUS ADVISERS, LLC$1.6M1
200Palisade Asset Management, LLC$1.6M1
201HighTower Advisors, LLC$1.5M1
202MAVERICK CAPITAL LTD$1.5M1
203COMMERCE BANK$1.5M1
204Ethic Inc.$1.5M1
205M&T BANK CORP$1.5M1
206NEOS Investment Management LLC$1.5M1
207Havemeyer Place LP$1.5M1
208Hillsdale Investment Management Inc.$1.5M1
209FJ Capital Management LLC$1.4M1
210Rockefeller Capital Management L.P.$1.4M1
211JUPITER ASSET MANAGEMENT LTD$1.4M1
212EVOLVE PRIVATE WEALTH, LLC$1.4M1
213Summit Trail Advisors, LLC$1.4M1
214Cetera Investment Advisers$1.4M1
215Buck Wealth Strategies, LLC$1.3M1
216Pallas Capital Advisors LLC$1.3M1
217CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$1.3M1
218MGO ONE SEVEN LLC$1.3M1
219OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.3M1
220Allspring Global Investments Holdings, LLC$1.3M1
221XPONANCE LLC$1.2M1
222Atria Investments, Inc$1.2M1
223YOUSIF CAPITAL MANAGEMENT, LLC$1.2M1
224Corient Private Wealth LLC$1.2M1
225Merit Financial Group, LLC$1.2M1
226MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.2M1
227Waverly Advisors, LLC$1.1M1
228GLENMEDE TRUST CO NA$1.0M1
229Swiss Life Asset Management Ltd$1.0M1
230Marble Wealth, LLC$1.0M1
231MAI Capital Management$1.0M1
232Dynamic Advisor Solutions LLC$990K1
233Sumitomo Mitsui Trust Group, Inc.$980K1
234Oakwell Private Wealth Management, LLC$974K1
235Net Worth Advisory Group$962K1
236MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$961K1
237US Asset Management LLC$952K1
238KINTRA WEALTH, LLC$945K1
239Focus Partners Advisor Solutions, LLC$945K1
240Laird Norton Wetherby Trust Company, LLC$936K1
241QRG CAPITAL MANAGEMENT, INC.$929K1
242iSAM Funds (UK) Ltd$892K1
243CONTRAVISORY INVESTMENT MANAGEMENT, INC.$884K1
244EADS & HEALD WEALTH MANAGEMENT$880K1
245HARTFORD INVESTMENT MANAGEMENT CO$868K1
246LOWE BROCKENBROUGH & CO INC$863K1
247MONTGOMERY INVESTMENT MANAGEMENT INC$842K1
248SALEM INVESTMENT COUNSELORS INC$835K1
249FIDUCIARY TRUST CO$833K1
250LRT Capital Management, LLC$818K1
251Impact Partnership Wealth, LLC$791K1
252Summit Asset Management, LLC$789K1
253WORLDQUANT MILLENNIUM ADVISORS LLC$772K1
254NewEdge Wealth, LLC$755K1
255SummitTX Capital, L.P.$751K1
256Brooklyn Investment Group$744K1
257DAVENPORT & Co LLC$731K1
258Cornerstone Management, Inc.$726K1
259Bridgewater Associates, LP$713K1
260AlTi Global, Inc.$703K1
261OPPENHEIMER & CO INC$701K1
262HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$696K1
263Chicago Partners Investment Group LLC$689K1
264Federation des caisses Desjardins du Quebec$688K1
265Ameritas Investment Partners, Inc.$680K1
266Krilogy Financial LLC$677K1
267Haverford Trust Co$671K1
268MIZUHO SECURITIES USA LLC$670K1
269Norinchukin Bank, The$669K1
270Investment Research & Advisory Group, Inc.$664K1
271Allegheny Financial Group$661K1
272HB Wealth Management, LLC$660K1
273Choate Investment Advisors$655K1
274Ascentis Independent Advisors$642K1
275Advisory Advocates, LLC$632K1
276Mayfair Advisory Group, LLC$618K1
277Bridgewater Advisors Inc.$614K1
278MITCHELL MCLEOD PUGH & WILLIAMS INC$601K1
279Ensign Peak Advisors, Inc$596K1
280SIGNATUREFD, LLC$579K1
281Heritage Wealth Management, Inc.$579K1
282Maryland State Retirement & Pension System$578K1
283UNITED CAPITAL FINANCIAL ADVISORS, LLC$567K1
284OSAIC HOLDINGS, INC.$567K1
285Aberdeen Group plc$563K1
286WBI INVESTMENTS, LLC$542K1
287Avior Wealth Management, LLC$541K1
288CHICAGO TRUST Co NA$538K1
289Bull Harbor Capital LLC$538K1
290State of Wyoming$537K1
291STEPHENS INC /AR/$535K1
292Qtron Investments LLC$530K1
293DnB Asset Management AS$526K1
294Magnetar Financial LLC$523K1
295Advisors Preferred, LLC$521K1
296Proficio Capital Partners LLC$510K1
297Smith Salley Wealth Management$508K1
298RF&L WEALTH MANAGEMENT, LLC$505K1
299ING GROEP NV$503K1
300MIRABELLA FINANCIAL SERVICES LLP$500K1
301Summit Financial, LLC$485K1
302Vontobel Holding Ltd.$484K1
303Sterling Capital Management LLC$479K1
304GATEWAY INVESTMENT ADVISERS LLC$474K1
305CAPSTONE INVESTMENT ADVISORS, LLC$470K1
306GROUPAMA ASSET MANAGMENT$466K1
307TWO SIGMA SECURITIES, LLC$466K1
308Baird Financial Group, Inc.$465K1
309Geneos Wealth Management Inc.$456K1
310MUFG Securities EMEA plc$454K1
311Diversified Trust Co$452K1
312JOHNSON INVESTMENT COUNSEL INC$450K1
313COLDSTREAM CAPITAL MANAGEMENT INC$449K1
314Navigate Wealth Management, LLC$448K1
315Financiere des Professionnels - Fonds d'investissement inc.$448K1
316Northwest & Ethical Investments L.P.$447K1
317Callan Family Office, LLC$440K1
318MidFirst Bank$438K1
319Empirical Finance, LLC$437K1
320Clearstead Advisors, LLC$437K1
321KEYBANK NATIONAL ASSOCIATION/OH$430K1
322MACKENZIE FINANCIAL CORP$428K1
323CABOT WEALTH MANAGEMENT INC$427K1
324Perigon Wealth Management, LLC$423K1
325EP Wealth Advisors, LLC$422K1
326D. E. Shaw & Co., Inc.$422K1
327ADVISORTRUST PARTNERS, LLC$417K1
328LAZARD ASSET MANAGEMENT LLC$417K1
329Asset Management One Co., Ltd.$407K1
330Hardworking Capital Advisors, LLC$406K1
331RFG Advisory, LLC$402K1
332McAdam, LLC$401K1
333Tower Research Capital LLC (TRC)$392K1
334OMERS ADMINISTRATION Corp$390K1
335Stratos Wealth Partners, LTD.$386K1
336CATALYST FINANCIAL PARTNERS LLC$382K1
337111 Capital$366K1
338MACQUARIE GROUP LTD$365K1
339Legacy Capital Wealth Partners, LLC$364K1
340Ballentine Partners, LLC$362K1
341Crossmark Global Holdings, Inc.$356K1
342NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$354K1
343Sumitomo Mitsui DS Asset Management Company, Ltd$351K1
344WADDELL & ASSOCIATES, LLC$350K1
345BROWN ADVISORY INC$350K1
346JOURNEY STRATEGIC WEALTH LLC$348K1
347Bayview Asset Management, LLC$348K1
348NOMURA ASSET MANAGEMENT CO LTD$345K1
349World Investment Advisors$343K1
350KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$341K1
351PITTENGER & ANDERSON INC$339K1
352Farringdon Capital, Ltd.$337K1
353Cassaday & Co Wealth Management LLC$334K1
354WELCH & FORBES LLC$331K1
355Kathmere Capital Management, LLC$329K1
356Kera Capital Partners, Inc.$327K1
357North Dakota State Investment Board$324K1
358NEW WAVE WEALTH ADVISORS LLC$321K1
359Arax Advisory Partners$314K1
360McNamara Financial Services, Inc.$313K1
361CNB Bank$313K1
362ZWJ INVESTMENT COUNSEL INC$313K1
363Claro Advisors Inc.$309K1
364CRAWFORD INVESTMENT COUNSEL INC$309K1
365Smartleaf Asset Management LLC$308K1
366MUFG SECURITIES AMERICAS INC.$307K1
367Southern Financial Group, LLC$306K1
368BHK Investment Advisors, LLC$302K1
369SECURIAN ASSET MANAGEMENT, INC$300K1
370Quarry LP$296K1
371Counterpoint Mutual Funds LLC$294K1
372PRELUDE CAPITAL MANAGEMENT, LLC$293K1
373NOMURA HOLDINGS INC$289K1
374NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$289K1
375BLALOCK WILLIAMS, LLC$288K1
376Savvy Advisors, Inc.$288K1
377Voleon Capital Management LP$281K1
378Eurizon Capital SGR S.p.A.$280K1
379West Financial Advisors, LLC$278K1
380Canvas Wealth Advisors, LLC$272K1
381CITIZENS FINANCIAL GROUP INC/RI$271K1
382Campbell Deegan Wealth Management, LLC$265K1
383Stratos Wealth Advisors, LLC$260K1
384SAGESPRING WEALTH PARTNERS, LLC$256K1
385Coyle Financial Counsel LLC$255K1
386AlphaCentric Advisors LLC$251K1
387Compound Planning, Inc.$250K1
388PATTON FUND MANAGEMENT, INC.$249K1
389EXCHANGE TRADED CONCEPTS, LLC$247K1
390RITHOLTZ WEALTH MANAGEMENT$244K1
391waypoint wealth counsel$243K1
392Susquehanna Portfolio Strategies, LLC$240K1
393NorthRock Partners, LLC$237K1
394EVOKE WEALTH, LLC$236K1
395Fieldview Capital Management, LLC$234K1
396Frec Markets, Inc.$231K1
397NorthCrest Asset Manangement, LLC$231K1
398Cannell & Spears LLC$224K1
399Vident Advisory, LLC$221K1
400Spire Wealth Management$218K1
401Berkeley Capital Partners, LLC$215K1
402GC Wealth Management RIA, LLC$213K1
403Metis Global Partners, LLC$212K1
404Paladin Advisory Group, LLC$211K1
405Symphony Financial, Ltd. Co.$211K1
406PEAK6 LLC$211K1
407COWA, LLC$209K1
408Wellington Grp LLC$209K1
409Ariadne Wealth Management, LP$206K1
410CFS Investment Advisory Services, LLC$206K1
411PANAGORA ASSET MANAGEMENT INC$204K1
412VestGen Advisors, LLC$203K1
413VICTORY FINANCIAL GROUP, LLC$202K1
414Pinnacle Wealth Planning Services, Inc.$185K1
415TEMA ETFS LLC$175K1
416Bank & Trust Co$169K1
417Arlington Trust Co LLC$159K1
418WESTPAC BANKING CORP$155K1
419Resona Asset Management Co.,Ltd.$138K1
420Transamerica Financial Advisors, LLC$137K1
421Bangor Savings Bank$137K1
422INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$101K1
423HM PAYSON & CO$97.4K1
424Keating Financial Advisory Services, Inc.$95.7K1
425EVERMAY WEALTH MANAGEMENT LLC$93.9K1
426UMB Bank, n.a.$93.5K1
427QUADRANT CAPITAL GROUP LLC$90.9K1
428True Wealth Design, LLC$80.4K1
429Annis Gardner Whiting Capital Advisors, LLC$79.7K1
430Parkside Financial Bank & Trust$77.8K1
431MTM Investment Management, LLC$68.2K1
432MATHER GROUP, LLC.$66.7K1
433AlphaCore Capital LLC$64.0K1
434MONTAG A & ASSOCIATES INC$62.6K1
435GROUP ONE TRADING LLC$61.8K1
436First Command Advisory Services, Inc.$56.8K1
437Larson Financial Group LLC$50.0K1
438Center for Financial Planning, Inc.$49.3K1
439Hilton Head Capital Partners, LLC$46.1K1
440ASSETMARK, INC$41.8K1
441Blue Trust, Inc.$41.6K1
442Cromwell Holdings LLC$36.2K1
443Ancora Advisors LLC$35.2K1
444ALBION FINANCIAL GROUP /UT$34.9K1
445Magnolia Wealth Management, LLC$34.2K1
446Johnson Financial Group, Inc.$32.4K1
447CYBER HORNET ETFs LLC$30.5K1
448VISION FINANCIAL MARKETS LLC$27.8K1
449CVA Family Office, LLC$26.9K1
450TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$26.4K1
451ELEVATION WEALTH PARTNERS, LLC$25.6K1
452WealthCollab, LLC$25.3K1
453Addison Advisors LLC$24.5K1
454Owl Creek Wealth Partners LLC$24.2K1
455HHM Wealth Advisors, LLC$23.7K1
456INGALLS & SNYDER LLC$21.9K1
457PEREGRINE CAPITAL MANAGEMENT LLC$20.9K1
458Byrne Asset Management LLC$20.9K1
459DekaBank Deutsche Girozentrale$20.0K1
460S&T BANK/PA$18.4K1
461Destiny Wealth Partners, LLC$16.7K1
462Manchester Capital Management LLC$16.4K1
463JFS WEALTH ADVISORS, LLC$15.2K1
464Tacita Capital Inc$12.5K1
465NEW YORK STATE TEACHERS RETIREMENT SYSTEM$12.3K1
466Grove Bank & Trust$11.4K1
467DELTA ASSET MANAGEMENT LLC/TN$10.9K1
468ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$10.6K1
469Private Wealth Management Group, LLC$9.9K1
470ALGERT GLOBAL LLC$9.8K1
471Sachetta, LLC$9.3K1
472VAN ECK ASSOCIATES CORP$9.2K1
473FARMERS & MERCHANTS INVESTMENTS INC$8.5K1
474Triumph Capital Management$8.4K1
475Dogwood Wealth Management LLC$8.2K1
476LSV ASSET MANAGEMENT$7.9K1
477MV CAPITAL MANAGEMENT, INC.$7.8K1
478COUNTRY TRUST BANK$7.2K1
479Clearstead Trust, LLC$7.2K1
480SJS Investment Consulting Inc.$7.0K1
481United Financial Planning Group LLC$6.5K1
482DT Investment Partners, LLC$6.1K1
483HRT FINANCIAL LP$5.6K1
484FINANCIAL CONSULATE, INC$5.4K1
485Bell Investment Advisors, Inc$5.4K1
486Treasurer of the State of North Carolina$4.7K1
487TD Capital Management LLC$4.6K1
488CHILTON CAPITAL MANAGEMENT LLC$4.6K1
489JPL Wealth Management, LLC$4.5K1
490Valued Wealth Advisors LLC$4.3K1
491KBC Group NV$4.1K1
492CANADA LIFE ASSURANCE Co$4.1K1
493CBIZ Investment Advisory Services, LLC$3.9K1
494Key FInancial Inc$3.8K1
495Physician Wealth Advisors, Inc.$3.3K1
496NATIXIS ADVISORS, LLC$3.3K1
497DiNuzzo Private Wealth, Inc.$3.1K1
498WPG Advisers, LLC$3.1K1
499Burk Holdings LLC$3.1K1
500SouthState Bank Corp$2.9K1
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)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 GL

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

Financials — as filed PLANNED

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