Public record / Tickers / HALO

HALO — HALOZYME THERAPEUTICS, INC.

Both disclosure regimes on one name: who in Congress filed about HALO, 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
10
all PTR rows naming HALO
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
04-07
filed 2026-04-07
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

Mark R. Warner · $500K–$1.0M

Sale · traded 2017-11-06 → filed 2017-12-08. Ranked over every HALO 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

2 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. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING HALO · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning HALO
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 03-09 +29d$1K–$15K
2025-04-07Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 03-24 +14d$1K–$15K
2024-10-03Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 09-09 +24d$1K–$15K
2023-08-13Daniel S. Goldman D–NY-10SaleTraded 07-12 +32d$15K–$50K
2023-01-13Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 2022-12-06 +38d$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 10 ↗

Members active in HALO

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing HALO 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.
Gilbert Ray Cisneros, Jr. D–CA-311$1.0K to $15.0K2

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

Congress ↔ notable managers · HALO

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 Gotham Asset Management $48.3M held
Trimming
1 Bridgewater Associates $33.1M held

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

Merged timeline of congressional filings and notable-manager moves on HALO
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+307,133 sh
2026-05-15Bridgewater Associates 13Ftrim−50,148 sh

2 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of HALO for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$857M1
2VANGUARD CAPITAL MANAGEMENT LLC$341M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$339M1
4STATE STREET CORP$319M1
5Invesco Ltd.$259M1
6BANK OF AMERICA CORP /DE/$188M1
7Boston Partners$173M1
8MORGAN STANLEY$166M1
9WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$163M1
10GEODE CAPITAL MANAGEMENT, LLC$162M1
11SNYDER CAPITAL MANAGEMENT L P$150M1
12DIMENSIONAL FUND ADVISORS LP$134M1
13ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$124M1
14D. E. Shaw & Co., Inc.$121M1
15ALLIANCEBERNSTEIN L.P.$117M1
16ROYAL LONDON ASSET MANAGEMENT LTD$104M1
17JUPITER ASSET MANAGEMENT LTD$104M1
18TWO SIGMA INVESTMENTS, LP$102M1
19WELLS FARGO & COMPANY/MN$99.3M1
20FIRST TRUST ADVISORS LP$95.8M1
21FULLER & THALER ASSET MANAGEMENT, INC.$94.7M1
22MIZUHO MARKETS AMERICAS LLC$85.5M1
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$83.3M1
24CONGRESS ASSET MANAGEMENT CO$82.8M1
25Janus Henderson Group Ltd.$79.7M1
26Stephens Investment Management Group LLC$78.8M1
27NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$76.7M1
28TD ASSET MANAGEMENT INC$75.5M1
29FRANKLIN RESOURCES INC$74.8M1
30Epoch Investment Partners, Inc.$73.6M1
31FEDERATED HERMES, INC.$72.6M1
32CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$72.5M1
33NORTHERN TRUST CORP$71.8M1
34BANK OF MONTREAL /CAN/$68.2M1
35AQR CAPITAL MANAGEMENT LLC$64.8M1
36Bank of New York Mellon Corp$63.6M1
37UBS Group AG$59.1M1
38Capital World Investors$56.4M1
39JANE STREET GROUP, LLC$53.8M1
40JACOBS LEVY EQUITY MANAGEMENT, INC$51.0M1
41VANGUARD FIDUCIARY TRUST CO$48.3M1
42Gotham Asset Management, LLC$48.3M1
43RENAISSANCE TECHNOLOGIES LLC$47.3M1
44ROYAL BANK OF CANADA$42.5M1
45Nuveen, LLC$38.3M1
46ArrowMark Colorado Holdings LLC$36.8M1
47UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$34.1M1
48Bridgewater Associates, LP$33.1M1
49KENNEDY CAPITAL MANAGEMENT LLC$31.3M1
50RENAISSANCE GROUP LLC$30.5M1
51MILLENNIUM MANAGEMENT LLC$30.5M1
52SEI INVESTMENTS CO$29.6M1
53Fisher Asset Management, LLC$28.7M1
54Arbejdsmarkedets Tillaegspension$26.4M1
55Empowered Funds, LLC$24.9M1
56MetLife Investment Management, LLC$24.2M1
57Retirement Systems of Alabama$24.2M1
58VICTORY CAPITAL MANAGEMENT INC$23.0M1
59Cerity Partners LLC$22.6M1
60Legal & General Group Plc$21.2M1
61VOLORIDGE INVESTMENT MANAGEMENT, LLC$20.1M1
62SEGALL BRYANT & HAMILL, LLC$19.3M1
63RAYMOND JAMES FINANCIAL INC$18.7M1
64PRINCIPAL FINANCIAL GROUP INC$17.1M1
65CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$16.9M1
66Cresset Asset Management, LLC$16.8M1
67ENVESTNET ASSET MANAGEMENT INC$15.7M1
68South Street Advisors LLC$15.1M1
69Swiss National Bank$15.0M1
70HANCOCK WHITNEY CORP$14.9M1
71OBERWEIS ASSET MANAGEMENT INC/$14.2M1
72Clark Capital Management Group, Inc.$13.8M1
73AMERICAN CENTURY COMPANIES INC$13.4M1
74LPL Financial LLC$12.6M1
75BARCLAYS PLC$12.5M1
76Universal- Beteiligungs- und Servicegesellschaft mbH$12.4M1
77AMERIPRISE FINANCIAL INC$12.4M1
78CITADEL ADVISORS LLC$12.3M1
79Corient Private Wealth LLC$12.3M1
80Susquehanna Portfolio Strategies, LLC$12.2M1
81OSAIC HOLDINGS, INC.$11.9M1
82Focus Partners Wealth$10.9M1
83Tidal Investments LLC$10.8M1
84ASSETMARK, INC$10.8M1
85SCHRODER INVESTMENT MANAGEMENT GROUP$10.7M1
86INTECH INVESTMENT MANAGEMENT LLC$10.5M1
87Swedbank AB$10.4M1
88MANUFACTURERS LIFE INSURANCE COMPANY, THE$10.2M1
89GLENMEDE TRUST CO NA$9.5M1
90Man Group plc$9.1M1
91Quantinno Capital Management LP$9.0M1
92CANADA PENSION PLAN INVESTMENT BOARD$8.8M1
93Hodges Capital Management Inc.$8.7M1
94Hudson Bay Capital Management LP$8.4M1
95BNP Paribas Asset Management Holding S.A.$7.9M1
96Amundi$7.9M1
97CITIGROUP INC$7.8M1
98Panoramic Capital, LLC$7.5M1
99Livforsakringsbolaget Skandia, Omsesidigt$7.5M1
100KORNITZER CAPITAL MANAGEMENT INC /KS$7.3M1
101Artemis Investment Management LLP$7.2M1
102Hillsdale Investment Management Inc.$7.1M1
103VANGUARD ASSET MANAGEMENT, Ltd$7.0M1
104LAZARD ASSET MANAGEMENT LLC$6.7M1
105Future Fund LLC$6.1M1
106Koa Wealth Management, LLC$6.1M1
1072Xideas AG$5.9M1
108Illinois Municipal Retirement Fund$5.9M1
109HARVEY CAPITAL MANAGEMENT INC$5.9M1
110Mariner, LLC$5.6M1
111Pinnacle Financial Partners, Inc.$5.6M1
112Faithward Advisors, LLC$5.2M1
113STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$4.9M1
114OMERS ADMINISTRATION Corp$4.8M1
115Calamos Advisors LLC$4.8M1
116STATE OF WISCONSIN INVESTMENT BOARD$4.7M1
117Rafferty Asset Management, LLC$4.5M1
118MACKENZIE FINANCIAL CORP$4.5M1
119GUGGENHEIM CAPITAL LLC$4.4M1
120BERNZOTT CAPITAL ADVISORS$4.4M1
121FIFTH THIRD BANCORP$4.4M1
122KING LUTHER CAPITAL MANAGEMENT CORP$4.3M1
123Squarepoint Ops LLC$4.0M1
124One Capital Management, LLC$4.0M1
125NEW YORK STATE COMMON RETIREMENT FUND$3.9M1
126LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$3.7M1
127DEUTSCHE BANK AG\$3.7M1
128Lisanti Capital Growth, LLC$3.5M1
129Creative Planning$3.5M1
130Cetera Investment Advisers$3.5M1
131Walleye Capital LLC$3.4M1
132Vanguard Global Advisers, LLC$3.4M1
133HUSSMAN STRATEGIC ADVISORS, INC.$3.4M1
134AGF MANAGEMENT LTD$3.3M1
135Granite Investment Partners, LLC$3.3M1
136Thrive Capital Management, LLC$3.3M1
137Edgestream Partners, L.P.$3.3M1
138Oliver Luxxe Assets LLC$3.2M1
139MARIETTA INVESTMENT PARTNERS LLC$3.2M1
140EFG International AG$3.1M1
141Zurcher Kantonalbank (Zurich Cantonalbank)$3.1M1
142MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.9M1
143Vinva Investment Management Ltd$2.9M1
144CLARK ESTATES INC/NY$2.9M1
145SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.9M1
146Engineers Gate Manager LP$2.8M1
147PRUDENTIAL PLC$2.8M1
148Elo Mutual Pension Insurance Co$2.7M1
149AlphaCore Capital LLC$2.7M1
150State of New Jersey Common Pension Fund D$2.6M1
151OAK RIDGE INVESTMENTS LLC$2.6M1
152GREAT LAKES ADVISORS, LLC$2.6M1
153NORDEA INVESTMENT MANAGEMENT AB$2.5M1
154TORRAY INVESTMENT PARTNERS LLC$2.5M1
155Convergence Investment Partners, LLC$2.4M1
156VOYA INVESTMENT MANAGEMENT LLC$2.4M1
157JOHNSON INVESTMENT COUNSEL INC$2.4M1
158Allworth Financial LP$2.3M1
159BROWN ADVISORY INC$2.3M1
160Sidoxia Capital Management, LLC$2.2M1
161SEB Asset Management AB$2.2M1
162Redhawk Wealth Advisors, Inc.$2.1M1
163PROFUND ADVISORS LLC$2.1M1
164COMMONWEALTH EQUITY SERVICES, LLC$2.1M1
165TEMA ETFS LLC$2.1M1
166Arizona State Retirement System$2.1M1
167Jefferies Financial Group Inc.$2.1M1
168Candriam S.C.A.$2.0M1
169Horizon Investment Services, LLC$2.0M1
170ZACKS INVESTMENT MANAGEMENT$2.0M1
171DIVERSIFY WEALTH MANAGEMENT, LLC$2.0M1
172Moran Wealth Management, LLC$2.0M1
173NorthCrest Asset Manangement, LLC$2.0M1
174CALIFORNIA FIRST LEASING CORP$2.0M1
175YOUSIF CAPITAL MANAGEMENT, LLC$1.9M1
176OPPENHEIMER ASSET MANAGEMENT INC.$1.9M1
177Vanguard Personalized Indexing Management, LLC$1.9M1
178COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.9M1
179Vanguard Investments Australia, Ltd.$1.9M1
180STIFEL FINANCIAL CORP$1.9M1
181PFA Pension, Forsikringsaktieselskab$1.9M1
182HSBC HOLDINGS PLC$1.9M1
183STATE OF MICHIGAN RETIREMENT SYSTEM$1.8M1
184Linden Thomas Advisory Services, LLC$1.8M1
185NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.7M1
186JAMES INVESTMENT RESEARCH, INC.$1.7M1
187XPONANCE LLC$1.7M1
188KLP KAPITALFORVALTNING AS$1.7M1
189FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$1.7M1
190CITIZENS FINANCIAL GROUP INC/RI$1.7M1
191New Age Alpha Advisors, LLC$1.6M1
192Vivaldi Capital Management LP$1.6M1
193OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.6M1
194CAMBIAR INVESTORS LLC$1.5M1
195Daiwa Securities Group Inc.$1.5M1
196FMR LLC$1.4M1
197Orion Porfolio Solutions, LLC$1.4M1
198Ameritas Investment Partners, Inc.$1.4M1
199Cadia Private Client LLC$1.4M1
200Assenagon Asset Management S.A.$1.4M1
201Unified Investment Management$1.4M1
202O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.4M1
203CREDIT AGRICOLE S A$1.4M1
204Freestone Grove Partners LP$1.3M1
205Sigma Planning Corp$1.3M1
206Cardinal Capital Management$1.3M1
207Pictet Asset Management Holding SA$1.3M1
208OpenArc Corporate Advisory, LLC$1.3M1
209TRUIST FINANCIAL CORP$1.3M1
210PIER 88 INVESTMENT PARTNERS LLC$1.2M1
211PRUDENTIAL FINANCIAL INC$1.2M1
212Aurora Investment Counsel$1.2M1
213SHELTON WEALTH MANAGEMENT, LLC$1.2M1
214Atria Investments, Inc$1.2M1
215Advisors Asset Management, Inc.$1.2M1
216COMMERCE BANK$1.2M1
217HighTower Advisors, LLC$1.2M1
218TECTONIC ADVISORS LLC$1.1M1
219SHAKER INVESTMENTS LLC/OH$1.1M1
220Keeler Thomas Management LLC$1.1M1
221NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.1M1
222CWA Asset Management Group, LLC$1.1M1
223M&T BANK CORP$1.1M1
224WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.0M1
225Ensign Peak Advisors, Inc$1.0M1
226Allspring Global Investments Holdings, LLC$1.0M1
227TEACHER RETIREMENT SYSTEM OF TEXAS$985K1
228Ashton Thomas Private Wealth, LLC$985K1
229Belpointe Asset Management LLC$975K1
230Qsemble Capital Management, LP$974K1
231HIGHLAND CAPITAL MANAGEMENT, LLC$972K1
232AXQ CAPITAL, LP$941K1
233Coastal Bridge Advisors, LLC$937K1
234Legato Capital Management LLC$935K1
235MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$934K1
236Vestmark Advisory Solutions, Inc.$933K1
237Financiere des Professionnels - Fonds d'investissement inc.$929K1
238TWINBEECH CAPITAL LP$892K1
239Virtus Investment Advisers, LLC$877K1
240SummitTX Capital, L.P.$876K1
241EXCHANGE TRADED CONCEPTS, LLC$863K1
242Havemeyer Place LP$852K1
243IMC-Chicago, LLC$845K1
244Sanctuary Advisors, LLC$834K1
245PARADIGM ASSET MANAGEMENT CO LLC$834K1
246UNITED CAPITAL FINANCIAL ADVISORS, LLC$817K1
247Verdence Capital Advisors LLC$802K1
248Geneos Wealth Management Inc.$801K1
249MML INVESTORS SERVICES, LLC$785K1
250INCEPTIONR LLC$771K1
251AZZAD ASSET MANAGEMENT INC /ADV$768K1
252Envestnet Portfolio Solutions, Inc.$742K1
253TWIN CAPITAL MANAGEMENT INC$738K1
254MERCER GLOBAL ADVISORS INC /ADV$730K1
255Swiss Life Asset Management Ltd$701K1
256Brooklyn Investment Group$700K1
257Sumitomo Mitsui Trust Group, Inc.$698K1
258Baird Financial Group, Inc.$691K1
259JUNCTURE WEALTH STRATEGIES, LLC$690K1
260Beacon Pointe Advisors, LLC$679K1
261Sowell Financial Services LLC$675K1
262FOX RUN MANAGEMENT, L.L.C.$670K1
263CWM, LLC$666K1
264WELLINGTON MANAGEMENT GROUP LLP$665K1
265Twin Tree Management, LP$662K1
266Joel Isaacson & Co., LLC$662K1
267BLAIR WILLIAM & CO/IL$659K1
268Birchview Capital, LP$653K1
269PARADIGM CAPITAL MANAGEMENT INC/NY$646K1
270CORSAIR CAPITAL MANAGEMENT, L.P.$646K1
271ProShare Advisors LLC$646K1
272NORDEN GROUP LLC$622K1
273Kestra Advisory Services, LLC$622K1
274US BANCORP \DE\$607K1
275Alliance Wealth Advisors, LLC /UT$604K1
276Holocene Advisors, LP$595K1
277Mesirow Financial Investment Management, Inc.$590K1
278FIRST CITIZENS BANK & TRUST CO$587K1
279ARGENT CAPITAL MANAGEMENT LLC$585K1
280Gibbs Wealth Management$585K1
281COLDSTREAM CAPITAL MANAGEMENT INC$573K1
282E Fund Management Co., Ltd.$565K1
283SECURIAN ASSET MANAGEMENT, INC$560K1
284QUADRANT CAPITAL GROUP LLC$557K1
285Gallacher Capital Management LLC$557K1
286RITHOLTZ WEALTH MANAGEMENT$554K1
287EP Wealth Advisors, LLC$552K1
288CIM INVESTMENT MANAGEMENT INC$549K1
289INFRASTRUCTURE CAPITAL ADVISORS, LLC$545K1
290Pathstone Holdings, LLC$541K1
291Portside Wealth Group, LLC$540K1
292Blueshift Asset Management, LLC$534K1
293PSP Research LLC$519K1
294Shay Capital LLC$517K1
295MRA Advisory Group$507K1
296ALPS ADVISORS INC$503K1
297Vise Technologies, Inc.$500K1
298GREENWOOD CAPITAL ASSOCIATES LLC$499K1
299SWP FINANCIAL LLC$495K1
300Rockefeller Capital Management L.P.$493K1
301MOKAN Wealth Management Inc.$491K1
302Dakota Wealth Management$490K1
303WINTON GROUP Ltd$485K1
304Net Worth Advisory Group$483K1
305KEYBANK NATIONAL ASSOCIATION/OH$479K1
306Laird Norton Wetherby Trust Company, LLC$478K1
307Spire Wealth Management$478K1
308LECAP ASSET MANAGEMENT LTD$475K1
309MGO ONE SEVEN LLC$475K1
310State of Wyoming$469K1
311Precision Wealth Strategies, LLC$468K1
312Impact Partnership Wealth, LLC$466K1
313Federation des caisses Desjardins du Quebec$465K1
314Qtron Investments LLC$463K1
315COLLECTIVE FAMILY OFFICE LLC$459K1
316Ifrah Financial Services, Inc.$454K1
317FIDUCIARY TRUST CO$452K1
318INTRUST BANK NA$449K1
319Andina Capital Management, LLC$442K1
320Mirae Asset Global Investments Co., Ltd.$442K1
321Intesa Sanpaolo S.p.A.$441K1
322Sugar Maple Asset Management, LLC$439K1
323Oxford Wealth Group, LLC$435K1
324BTC Capital Management, Inc.$433K1
325CSS LLC/IL$430K1
326Summit Trail Advisors, LLC$419K1
327Whalen Wealth Management Inc.$419K1
328HMS Capital Management, LLC$411K1
329Ballentine Partners, LLC$405K1
330Cetera Trust Company, N.A$401K1
331Ameritas Advisory Services, LLC$400K1
332Utah Retirement Systems$398K1
333Maryland State Retirement & Pension System$395K1
334ISTHMUS PARTNERS, LLC$386K1
335QRG CAPITAL MANAGEMENT, INC.$385K1
336DnB Asset Management AS$377K1
337Banque Cantonale Vaudoise$367K1
338Merit Financial Group, LLC$363K1
339XTX Topco Ltd$363K1
340Tower Research Capital LLC (TRC)$362K1
341&PARTNERS$358K1
342NWAM LLC$357K1
343Pacific Wealth Management$349K1
344Round Rock Advisors LLC$347K1
345Visionary Wealth Advisors$336K1
346BANK OF NOVA SCOTIA$326K1
347World Investment Advisors$322K1
348NewEdge Advisors, LLC$319K1
349Smith Group Asset Management, LLC$319K1
350Oakmont Advisory Group, LLC$317K1
351Parkside Financial Bank & Trust$316K1
352INDEPENDENT FINANCIAL GROUP, LLC$316K1
353AlphaCentric Advisors LLC$310K1
354Connecticut Wealth Management, LLC$302K1
355Composition Wealth, LLC$299K1
356STEPHENS INC /AR/$295K1
357BAM Wealth Management, LLC$290K1
358Yorktown Management & Research Co Inc$288K1
359ALPINE WOODS CAPITAL INVESTORS, LLC$281K1
360Banco Santander, S.A.$279K1
361Caitlin John, LLC$278K1
362Innova Wealth Partners$277K1
363Vontobel Holding Ltd.$269K1
364PZENA INVESTMENT MANAGEMENT LLC$262K1
365Evercore Wealth Management, LLC$259K1
366CIBC Asset Management Inc$256K1
367SHELTON CAPITAL MANAGEMENT$256K1
368REGIONS FINANCIAL CORP$256K1
369Encompass More Asset Management$251K1
370PRINCIPAL SECURITIES, INC.$251K1
371Bellevue Group AG$249K1
372Vident Advisory, LLC$248K1
373Legacy Wealth Asset Management, LLC$247K1
374Orion Capital Management LLC$242K1
375Archford Capital Strategies, LLC$241K1
376HB Wealth Management, LLC$240K1
377TritonPoint Partners, LLC$239K1
378Occidental Asset Management, LLC$236K1
379StoneX Group Inc.$236K1
380Eurizon Capital SGR S.p.A.$234K1
381Claro Advisors Inc.$231K1
382Graetz Wealth LLC$231K1
383Dynamic Technology Lab Private Ltd$230K1
384Western Wealth Management, LLC$229K1
385BankChampaign, National Association$228K1
386Focus Financial Network, Inc.$221K1
387North Dakota State Investment Board$219K1
388EVERGREEN CAPITAL MANAGEMENT LLC$216K1
389Empower Advisory Group, LLC$214K1
390Quantbot Technologies LP$213K1
391PCM Encore, LLC$213K1
392Crossmark Global Holdings, Inc.$212K1
393ELEVATION POINT WEALTH PARTNERS, LLC$209K1
394Abel Hall, LLC$209K1
395RETIREMENT GUYS FORMULA LLC$206K1
396NOVEM GROUP$204K1
397NISA INVESTMENT ADVISORS, LLC$190K1
398VIRTUS ADVISERS, LLC$174K1
399Plato Investment Management Ltd$101K1
400UMB Bank, n.a.$95.0K1
401Steward Partners Investment Advisory, LLC$94.9K1
402SITTNER & NELSON, LLC$93.6K1
403LSV ASSET MANAGEMENT$88.6K1
404NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$83.0K1
405INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$82.1K1
406Smartleaf Asset Management LLC$81.6K1
407NATIXIS$78.6K1
408SIGNATUREFD, LLC$72.5K1
409Archer Investment Corp$64.6K1
410MAI Capital Management$57.8K1
411Sterling Capital Management LLC$53.5K1
412Larson Financial Group LLC$40.0K1
413Pinnacle Wealth Planning Services, Inc.$31.8K1
414CENTRAL TRUST Co$29.0K1
415SBI Securities Co., Ltd.$25.9K1
416Measured Wealth Private Client Group, LLC$25.5K1
417BROWN, LISLE/CUMMINGS, INC.$24.4K1
418Mitsubishi UFJ Asset Management Co., Ltd.$23.4K1
419Leonteq Securities AG$22.6K1
420Arax Advisory Partners$22.4K1
421CALDWELL SUTTER CAPITAL, INC.$19.4K1
422ARMSTRONG ADVISORY GROUP, INC$19.4K1
423MATHER GROUP, LLC.$18.0K1
424E Fund Management (Hong Kong) Co., Ltd.$13.8K1
425TFC Financial Management, Inc.$13.6K1
426JPL Wealth Management, LLC$12.2K1
427Bell Investment Advisors, Inc$11.4K1
428HRT FINANCIAL LP$11.3K1
429Elequin Capital, LP$10.7K1
430Legacy Wealth Managment, LLC/ID$10.3K1
431State of Alaska, Department of Revenue$10.1K1
432True Wealth Design, LLC$9.8K1
433WOLFF WIESE MAGANA LLC$8.1K1
434Signature Equity Partners, LLC$7.8K1
435NEW YORK STATE TEACHERS RETIREMENT SYSTEM$7.0K1
436FARMERS & MERCHANTS INVESTMENTS INC$6.9K1
437NATIXIS ADVISORS, LLC$6.9K1
438TD Waterhouse Canada Inc.$6.7K1
439DANSKE BANK A/S$6.5K1
440Tradewinds Capital Management, LLC$6.5K1
441JFS WEALTH ADVISORS, LLC$6.3K1
442SMA Capital LLC$5.6K1
443MARK SHEPTOFF FINANCIAL PLANNING, LLC$5.6K1
444Cypress Capital Management LLC (WY)$4.8K1
445Kilter Group LLC$4.8K1
446Private Wealth Management Group, LLC$4.7K1
447CANADA LIFE ASSURANCE Co$4.7K1
448Rakuten Securities, Inc.$4.5K1
449Clearstead Trust, LLC$4.2K1
450Altshuler Shaham Ltd$4.0K1
451DekaBank Deutsche Girozentrale$3.5K1
452Wealth Enhancement Trust Services, Inc.$3.3K1
453WealthCollab, LLC$3.3K1
454CVA Family Office, LLC$3.2K1
455Treasurer of the State of North Carolina$3.2K1
456JONES FINANCIAL COMPANIES LLLP$3.2K1
457MidFirst Bank$3.0K1
458Basecamp Wealth Advisors LLC$2.8K1
459Clearstead Advisors, LLC$2.7K1
460Blue Trust, Inc.$2.7K1
461Intentional Wealth Strategies, LLC$2.6K1
462TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$2.4K1
463Westside Investment Management, Inc.$2.3K1
464Transamerica Financial Advisors, LLC$2.1K1
465HARBOR CAPITAL ADVISORS, INC.$2.0K1
466THRIVENT FINANCIAL FOR LUTHERANS$1.7K1
467ALBION FINANCIAL GROUP /UT$1.7K1
468CHASE INVESTMENT COUNSEL CORP$1.7K1
469Kingdom Financial Group LLC.$1.7K1
470TOTH FINANCIAL ADVISORY CORP$1.6K1
471NBT BANK, N.A.$1.6K1
472Financial Network Wealth Advisors LLC$1.6K1
473Vestcor Inc$1.6K1
474FOSTER & MOTLEY INC$1.6K1
475CENTAURUS FINANCIAL, INC.$1.5K1
476Cromwell Holdings LLC$1.4K1
477MCGUIRE CAPITAL ADVISORS INC$1.4K1
478Retirement Wealth Solutions LLC$1.3K1
479PICTON MAHONEY ASSET MANAGEMENT$1.2K1
480MONTAG A & ASSOCIATES INC$1.2K1
481TEALWOOD ASSET MANAGEMENT INC$1.2K1
482ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.0K1
483PRIVATE TRUST CO NA$1.0K1
484SJS Investment Consulting Inc.$9701
485Prestige Wealth Management Group LLC$9051
486DiNuzzo Private Wealth, Inc.$9051
487Rialto Wealth Management, LLC$9051
488South Dakota Investment Council$9041
489GSA CAPITAL PARTNERS LLP$8981
490PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$8551
491USA FINANCIAL FORMULAS$8401
492VAN ECK ASSOCIATES CORP$7081
493PEAPACK GLADSTONE FINANCIAL CORP$7081
494PARK AVENUE SECURITIES LLC$6701
495Physician Wealth Advisors, Inc.$6471
496MOTCO$5821
497SHP Wealth Management$5821
498Vermillion Wealth Management, Inc.$5171
499Harvest Fund Management Co., Ltd$4991
500INGALLS & SNYDER LLC$4741
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 HALO

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for HALO · financials and macro

Financials — as filed PLANNED

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