Public record / Tickers / HDB

HDB — HDFC BANK LTD

Both disclosure regimes on one name: who in Congress filed about HDB, 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
27
all PTR rows naming HDB
Members · 12m
2
2 buys · 4 sells · by trade date
Latest PTR
05-19
filed 2026-05-19
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

Greg Gianforte · $100K–$250K

Purchase · traded 2017-06-30 → filed 2017-07-19. Ranked over every HDB row by the provable lower bound, never a point estimate.

2 members · 2 buys / 4 sells

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

5 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

17 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. 17 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING HDB · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning HDB
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-05-19Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 04-13 +36d$1K–$15K
2026-04-08Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 03-12 +27d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 10-30 +22d$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 27 ↗

Members active in HDB

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing HDB 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.
Lisa C. McClain R–MI-94−$28.0K to $28.0K2
Josh Gottheimer D–NJ-52−$30.0K to −$2.0K2

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

Congress ↔ notable managers · HDB

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

Trimming
1 Oaktree Capital Management $2.8M held

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

Merged timeline of congressional filings and notable-manager moves on HDB
DateWhoChangeSize
2026-05-20Oaktree Capital Management 13Ftrim−16,180 sh
2026-05-15Tudor Investment Corp 13Fnew+1,085,653 sh
2026-05-15Elliott Investment Management 13Fadd+580,329 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

full holders view ↗
Top institutional holders of HDB for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1ROYAL BANK OF CANADA$1.1B1
2GQG Partners LLC$848M1
3MORGAN STANLEY$766M1
4SCHRODER INVESTMENT MANAGEMENT GROUP$560M1
5PRINCIPAL FINANCIAL GROUP INC$447M1
6FIL Ltd$416M1
7HARDING LOEVNER LP$370M1
8Temasek Holdings (Private) Ltd$312M1
9Robeco Institutional Asset Management B.V.$312M1
10MASSACHUSETTS FINANCIAL SERVICES CO /MA/$276M1
11WELLINGTON MANAGEMENT GROUP LLP$276M1
12LAZARD ASSET MANAGEMENT LLC$272M1
13Invesco Ltd.$268M1
14BANK OF AMERICA CORP /DE/$262M1
15Man Group plc$261M1
16BROWN ADVISORY INC$238M1
17FRANKLIN RESOURCES INC$220M1
18Boston Partners$194M1
19Trinity Street Asset Management LLP$192M1
20Kontiki Capital Management (HK) Ltd.$175M1
21M&G Plc$164M1
22FMR LLC$156M1
23SEI INVESTMENTS CO$151M1
24Connor, Clark & Lunn Investment Management Ltd.$150M1
25ALTRINSIC GLOBAL ADVISORS LLC$149M1
26DODGE & COX$142M1
27BlackRock, Inc.$121M1
28MILLENNIUM MANAGEMENT LLC$120M1
29Russell Investments Group, Ltd.$117M1
30Clearbridge Investments, LLC$109M1
31TWO SIGMA INVESTMENTS, LP$103M1
32VOLORIDGE INVESTMENT MANAGEMENT, LLC$95.7M1
33PineStone Asset Management Inc.$94.1M1
34CITADEL ADVISORS LLC$90.7M1
35Artisan Partners Limited Partnership$89.8M1
361832 Asset Management L.P.$89.0M1
37HSBC HOLDINGS PLC$83.1M1
38JANE STREET GROUP, LLC$82.4M1
39JUPITER ASSET MANAGEMENT LTD$81.1M1
40OMERS ADMINISTRATION Corp$78.8M1
41STATE STREET CORP$78.6M1
42BANK OF MONTREAL /CAN/$74.6M1
43DIMENSIONAL FUND ADVISORS LP$72.1M1
44Fiera Capital Corp$71.8M1
45UBS Group AG$70.7M1
46CIBC Bancorp USA Inc.$68.2M1
47Nuveen, LLC$68.0M1
48Mawer Investment Management Ltd.$66.8M1
49ROYAL LONDON ASSET MANAGEMENT LTD$66.2M1
50State of New Jersey Common Pension Fund D$64.0M1
51EARNEST PARTNERS LLC$63.8M1
52D. E. Shaw & Co., Inc.$60.3M1
53Allspring Global Investments Holdings, LLC$55.0M1
54Qube Research & Technologies Ltd$52.2M1
55HUDSON EDGE INVESTMENT PARTNERS INC.$50.6M1
56Ovata Capital Management Ltd$47.3M1
57NINE MASTS CAPITAL Ltd$47.3M1
58Orbis Allan Gray Ltd$44.5M1
59Point72 Asset Management, L.P.$43.4M1
60Holocene Advisors, LP$39.5M1
61Perpetual Ltd$38.7M1
62ENVESTNET ASSET MANAGEMENT INC$38.1M1
63Aberdeen Group plc$37.9M1
64PZENA INVESTMENT MANAGEMENT LLC$37.8M1
65ABN AMRO INVESTMENT SOLUTIONS$37.3M1
66NORTHERN TRUST CORP$36.9M1
67STEADFAST CAPITAL MANAGEMENT LP$35.7M1
68L1 Capital Pty Ltd$31.6M1
69Seafarer Capital Partners, LLC$30.8M1
70Capital Research Global Investors$29.7M1
71Legal & General Group Plc$28.7M1
72MEITAV INVESTMENT HOUSE LTD$28.6M1
73Westwood Global Investments, LLC$28.4M1
74TUDOR INVESTMENT CORP ET AL$27.0M1
75Aquatic Capital Management LLC$26.9M1
76Valiant Capital Management, L.P.$25.5M1
77NS Partners Ltd$24.1M1
78MACKENZIE FINANCIAL CORP$23.3M1
79Squarepoint Ops LLC$22.6M1
80SANDS CAPITAL MANAGEMENT, LLC$22.6M1
81RAYMOND JAMES FINANCIAL INC$21.6M1
82SUSQUEHANNA INTERNATIONAL GROUP, LLP$20.9M1
83DEUTSCHE BANK AG\$20.3M1
84Elliott Investment Management L.P.$19.8M1
85BSN Capital Partners Ltd$19.4M1
86DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$18.6M1
87KLP KAPITALFORVALTNING AS$16.7M1
88VANGUARD PORTFOLIO MANAGEMENT LLC$16.3M1
89BARINGS LLC$15.3M1
90Ashoka WhiteOak Capital Pte Ltd$15.2M1
91STATE OF MICHIGAN RETIREMENT SYSTEM$14.8M1
92PRUDENTIAL PLC$14.8M1
93Two Creeks Capital Management, LP$14.2M1
94XTX Topco Ltd$14.1M1
95NORDEA INVESTMENT MANAGEMENT AB$14.0M1
96LMR Partners LLP$13.8M1
97Coronation Fund Managers Ltd.$13.8M1
98COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$13.8M1
99NICOLA WEALTH MANAGEMENT LTD.$13.4M1
100ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$13.1M1
101B. Metzler seel. Sohn & Co. AG$13.1M1
102HighTower Advisors, LLC$12.9M1
103Vise Technologies, Inc.$12.8M1
104OLD MISSION CAPITAL LLC$12.6M1
105Breakout Capital Partners, LP$12.3M1
106COMGEST GLOBAL INVESTORS S.A.S.$12.2M1
107Assenagon Asset Management S.A.$11.8M1
108CABOT WEALTH MANAGEMENT INC$11.6M1
109JACOBSON & SCHMITT ADVISORS, LLC$10.6M1
110AQR CAPITAL MANAGEMENT LLC$9.9M1
111CAUSEWAY CAPITAL MANAGEMENT LLC$9.9M1
112Janus Henderson Group Ltd.$9.9M1
113WELLS FARGO & COMPANY/MN$9.6M1
114NOMURA ASSET MANAGEMENT CO LTD$9.6M1
115LETKO, BROSSEAU & ASSOCIATES INC$8.9M1
116Allianz Asset Management GmbH$8.8M1
117Mirae Asset Global Investments Co., Ltd.$8.8M1
118Engineers Gate Manager LP$8.4M1
119Zurich Insurance Group Ltd/FI$8.3M1
120TOKIO MARINE ASSET MANAGEMENT CO LTD$8.3M1
121Schonfeld Strategic Advisors LLC$8.1M1
122CITIGROUP INC$8.1M1
123AMERICAN CENTURY COMPANIES INC$7.7M1
124Vontobel Holding Ltd.$7.6M1
125Value Partners Investments Inc.$7.3M1
126UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$7.3M1
127DONALDSON CAPITAL MANAGEMENT, LLC$7.3M1
128HELIOS CAPITAL MANAGEMENT PTE. LTD$7.2M1
129MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC$7.1M1
130Y-Intercept (Hong Kong) Ltd$7.0M1
131Quadrature Capital Ltd$6.8M1
132TRILLIUM ASSET MANAGEMENT, LLC$6.3M1
133Quantinno Capital Management LP$6.2M1
134Soapstone Management L.P.$6.2M1
135Walleye Capital LLC$6.2M1
136DEPRINCE RACE & ZOLLO INC$5.9M1
137E. Ohman J:or Asset Management AB$5.8M1
138Leonteq Securities AG$5.4M1
139Amundi$5.3M1
140XY Capital Ltd$5.3M1
141O'SHAUGHNESSY ASSET MANAGEMENT, LLC$5.1M1
142ALLIANCEBERNSTEIN L.P.$5.0M1
143LGT Group Foundation$5.0M1
144GCM Grosvenor Holdings, LLC$5.0M1
145BANQUE PICTET & CIE SA$4.9M1
146Aperture Investors, LLC$4.7M1
147Bank Julius Baer & Co. Ltd, Zurich$4.7M1
148Orion Porfolio Solutions, LLC$4.6M1
149DISCOVERY CAPITAL MANAGEMENT, LLC / CT$4.6M1
150Vanguard Personalized Indexing Management, LLC$4.5M1
151Vident Advisory, LLC$4.4M1
152OPPENHEIMER ASSET MANAGEMENT INC.$4.4M1
153US BANCORP \DE\$4.3M1
154KESTRA PRIVATE WEALTH SERVICES, LLC$4.2M1
155STIFEL FINANCIAL CORP$4.1M1
156Verition Fund Management LLC$4.1M1
157Generali Investments CEE, investicni spolecnost, a.s.$4.0M1
158BNP Paribas Asset Management Holding S.A.$4.0M1
159Callan Family Office, LLC$4.0M1
160Vestmark Advisory Solutions, Inc.$3.9M1
161Capital World Investors$3.8M1
162AXIOM INVESTORS LLC /DE$3.8M1
163FORA Capital, LLC$3.7M1
164FIRST TRUST ADVISORS LP$3.5M1
165Stamos Capital Partners, L.P.$3.4M1
166Pathstone Holdings, LLC$3.3M1
167Cetera Investment Advisers$3.3M1
168Castlefield Investment Partners LLP$3.3M1
169NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$3.3M1
170DRW Securities, LLC$3.2M1
171RENAISSANCE TECHNOLOGIES LLC$3.2M1
172Oaktree Fund Advisors, LLC$3.1M1
173MARIETTA INVESTMENT PARTNERS LLC$3.1M1
174Crossmark Global Holdings, Inc.$3.0M1
175Mariner, LLC$3.0M1
176BRANDES INVESTMENT PARTNERS, LP$3.0M1
177PRUDENTIAL FINANCIAL INC$2.9M1
178Graham Capital Management, L.P.$2.8M1
179OAKTREE CAPITAL MANAGEMENT LP$2.8M1
180Bank Pictet & Cie (Europe) AG$2.8M1
181LPL Financial LLC$2.8M1
182Northwest & Ethical Investments L.P.$2.8M1
183PROFUND ADVISORS LLC$2.8M1
184CHANNEL WEALTH LLC$2.8M1
185UNITED CAPITAL FINANCIAL ADVISORS, LLC$2.8M1
186LONGFELLOW INVESTMENT MANAGEMENT CO LLC$2.7M1
187EFG International AG$2.7M1
188Cerity Partners LLC$2.7M1
189S-Bank Fund Management Ltd$2.7M1
190DAVENPORT & Co LLC$2.6M1
191Greenfield Seitz Capital Management, LLC$2.6M1
192Laird Norton Wetherby Trust Company, LLC$2.6M1
193PEAK6 LLC$2.6M1
194ALPS ADVISORS INC$2.5M1
195SCHWARTZ INVESTMENT COUNSEL INC$2.5M1
196FIFTH THIRD BANCORP$2.4M1
197GUGGENHEIM CAPITAL LLC$2.4M1
198GILDER GAGNON HOWE & CO LLC$2.3M1
199M&T BANK CORP$2.3M1
200NLB Skladi, upravljanje premozenja, d.o.o.$2.2M1
201EAGLE GLOBAL ADVISORS LLC$2.2M1
202BALYASNY ASSET MANAGEMENT L.P.$2.1M1
203WINTON GROUP Ltd$2.1M1
204Rockefeller Capital Management L.P.$2.1M1
205Havemeyer Place LP$2.0M1
206GROUP ONE TRADING LLC$2.0M1
207Legacy Wealth Asset Management, LLC$2.0M1
208Centiva Capital, LP$1.9M1
209LBP AM SA$1.9M1
210Lansforsakringar Fondforvaltning AB (publ)$1.9M1
211NAPLES GLOBAL ADVISORS, LLC$1.8M1
212Diversified Trust Co$1.8M1
213Naviter Wealth, LLC$1.8M1
214MML INVESTORS SERVICES, LLC$1.8M1
215FACTORY MUTUAL INSURANCE CO$1.7M1
216Sequoia Financial Advisors, LLC$1.7M1
217Atria Investments, Inc$1.7M1
218Creative Planning$1.7M1
219TRUIST FINANCIAL CORP$1.7M1
220Raiffeisen Bank International AG$1.7M1
221Blue Trust, Inc.$1.6M1
222Sanctuary Advisors, LLC$1.6M1
223BAMCO INC /NY/$1.6M1
224CIBC Asset Management Inc$1.5M1
225Headlands Technologies LLC$1.5M1
226IEQ CAPITAL, LLC$1.5M1
227TWO SIGMA SECURITIES, LLC$1.4M1
228SummitTX Capital, L.P.$1.4M1
229Advisors Asset Management, Inc.$1.4M1
230DELTEC ASSET MANAGEMENT LLC$1.4M1
231FACTORIAL MANAGEMENT Ltd$1.4M1
232Banque Cantonale Vaudoise$1.4M1
233London & Capital Asset Management Ltd$1.3M1
234SCOTIA CAPITAL INC.$1.3M1
235EXENCIAL WEALTH ADVISORS, LLC$1.3M1
236IMC-Chicago, LLC$1.3M1
237Sarasin & Partners LLP$1.3M1
238Corient Private Wealth LLC$1.3M1
239FIGURE 8 INVESTMENT STRATEGIES LLC$1.2M1
240Jain Global LLC$1.2M1
241VIRTUS ADVISERS, LLC$1.1M1
242PCM Encore, LLC$1.1M1
243CHOREO, LLC$1.1M1
244Caprock Group, LLC$1.0M1
245DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$1.0M1
246Skerryvore Asset Management Ltd$1.0M1
247Calamos Advisors LLC$1.0M1
248NewEdge Wealth, LLC$996K1
249GUARDCAP ASSET MANAGEMENT Ltd$965K1
250BOOTHBAY FUND MANAGEMENT, LLC$952K1
251Barden Capital Management, Inc.$932K1
252Aaron Wealth Advisors LLC$924K1
253CAPSTONE INVESTMENT ADVISORS, LLC$917K1
254OSAIC HOLDINGS, INC.$895K1
255PDS Planning, Inc$876K1
256Polymer Capital Management (HK) LTD$842K1
257TD ASSET MANAGEMENT INC$826K1
258Burkett Asset Management Ltd$790K1
259AXQ CAPITAL, LP$784K1
260REGIONS FINANCIAL CORP$773K1
261OneAscent Investment Solutions LLC$753K1
262QRG CAPITAL MANAGEMENT, INC.$750K1
263RITHOLTZ WEALTH MANAGEMENT$720K1
264State of Wyoming$711K1
265Parallax Volatility Advisers, L.P.$702K1
266One Wealth Advisors, LLC$678K1
267Grandeur Peak Global Advisors, LLC$674K1
268Rehmann Capital Advisory Group$667K1
269HighVista Strategies LLC$650K1
270NATIONAL BANK OF CANADA /FI/$642K1
271AIGEN INVESTMENT MANAGEMENT, LP$626K1
272SHELTON CAPITAL MANAGEMENT$622K1
273FEDERATED HERMES, INC.$614K1
274NewEdge Advisors, LLC$603K1
275MERCER GLOBAL ADVISORS INC /ADV$603K1
276ABN AMRO Bank N.V.$600K1
277InTrack Investment Management Inc$596K1
278POLEN CAPITAL MANAGEMENT LLC$595K1
279Ballentine Partners, LLC$587K1
280Financial Perspectives, Inc$575K1
281FIDUCIARY TRUST CO$554K1
282OneDigital Investment Advisors LLC$548K1
283Vanguard Global Advisers, LLC$529K1
284SUMMITRY LLC$527K1
285SIGNATUREFD, LLC$524K1
286Sustainable Insight Capital Management, LLC$512K1
287BLAIR WILLIAM & CO/IL$511K1
288Genus Capital Management Inc.$510K1
289CREDIT AGRICOLE S A$509K1
290Sather Financial Group Inc$505K1
291Arta Finance Wealth Management LLC$499K1
292Migdal Insurance & Financial Holdings Ltd.$496K1
293Caitong International Asset Management Co., Ltd$494K1
294WEALTH ALLIANCE, LLC$468K1
295Cresset Asset Management, LLC$466K1
296SAPIENT CAPITAL LLC$464K1
297Foster Victor Wealth Advisors, LLC$454K1
298Focus Partners Wealth$453K1
299ELEVATION POINT WEALTH PARTNERS, LLC$450K1
300LEVEL FOUR ADVISORY SERVICES, LLC$445K1
301COMMONWEALTH EQUITY SERVICES, LLC$435K1
302BANK OF NOVA SCOTIA$428K1
303Pictet North America Advisors SA$421K1
304Frec Markets, Inc.$408K1
305Henshaw Capital LLC$405K1
306Templeton & Phillips Capital Management, LLC$404K1
307Pinnacle Financial Partners, Inc.$404K1
308Compound Planning, Inc.$392K1
309J. Safra Sarasin Holding AG$386K1
310First Affirmative Financial Network$377K1
311THORNBURG INVESTMENT MANAGEMENT INC$376K1
312ARIEL INVESTMENTS, LLC$350K1
313Ratan Capital Management LP$323K1
314Private Advisor Group, LLC$323K1
315West Family Investments, Inc.$322K1
316XPONANCE LLC$320K1
317HB Wealth Management, LLC$320K1
318Marks Group Wealth Management, Inc$319K1
319COLDSTREAM CAPITAL MANAGEMENT INC$318K1
320&PARTNERS$316K1
321WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$310K1
322Bayesian Capital Management, LP$308K1
323Sivia Capital Partners, LLC$300K1
324Platform Technology Partners$300K1
325Sumitomo Mitsui DS Asset Management Company, Ltd$294K1
326Fideuram Asset Management (Ireland) dac$282K1
327Murphy & Mullick Capital Management Corp$279K1
328R Squared Ltd$273K1
329Kestra Advisory Services, LLC$271K1
330Union Bancaire Privee, UBP SA$268K1
331Athena Wealth Management, LLC$265K1
332SOUTHEASTERN ASSET MANAGEMENT INC/TN/$260K1
333Dynamic Technology Lab Private Ltd$255K1
334Pictet Asset Management Holding SA$251K1
335Greenspring Advisors, LLC$249K1
336Endowment Wealth Management, Inc.$246K1
337COMMERCE BANK$243K1
338DIVERSIFY WEALTH MANAGEMENT, LLC$242K1
339CWM, LLC$240K1
340Dorsey & Whitney Trust CO LLC$239K1
341Guinness Atkinson Asset Management Inc$234K1
342Hardy Reed LLC$233K1
343Focus Partners Advisor Solutions, LLC$230K1
344Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$228K1
345Institute for Wealth Management, LLC.$228K1
346Legacy Capital Group California, Inc.$221K1
347Bridgewater Advisors Inc.$220K1
348SeaBridge Investment Advisors LLC$219K1
349Pitcairn Wealth Advisors LLC$209K1
350DIVIDEND ASSETS CAPITAL, LLC$208K1
351EVENTIDE ASSET MANAGEMENT, LLC$208K1
352CogentBlue Wealth Advisors, LLC$206K1
353INDEPENDENT FINANCIAL GROUP, LLC$204K1
354Walleye Trading LLC$201K1
355Spire Wealth Management$190K1
356C WorldWide Group Holding A/S$182K1
357Zurcher Kantonalbank (Zurich Cantonalbank)$166K1
358UMB Bank, n.a.$161K1
359Federation des caisses Desjardins du Quebec$158K1
360WESTPAC BANKING CORP$155K1
361Hilltop National Bank$144K1
362STOREBRAND ASSET MANAGEMENT AS$142K1
363ASSETMARK, INC$140K1
364Steward Partners Investment Advisory, LLC$132K1
365QUADRANT CAPITAL GROUP LLC$131K1
366Aviso Financial Inc.$126K1
367Tower Research Capital LLC (TRC)$122K1
368MATHER GROUP, LLC.$120K1
369NATIXIS ADVISORS, LLC$105K1
370Smartleaf Asset Management LLC$93.5K1
371Grove Bank & Trust$93.4K1
372Allworth Financial LP$89.7K1
373Eurizon Asset Management Slovakia, sprav. spol., a.s.$89.6K1
374MAI Capital Management$81.6K1
375Pinnacle Wealth Planning Services, Inc.$81.2K1
376NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$80.0K1
377Inspire Investing, LLC$60.6K1
378Synergy Investment Management, LLC$58.1K1
379Bell Investment Advisors, Inc$34.5K1
380Milestone Resources Group Ltd$34.1K1
381Axiom Investment Management LLC$31.9K1
382Physician Wealth Advisors, Inc.$30.8K1
383TD Waterhouse Canada Inc.$30.5K1
384Graney & King, LLC$29.9K1
385ACADIAN ASSET MANAGEMENT LLC$26.5K1
386JFS WEALTH ADVISORS, LLC$21.0K1
387BOCHK Asset Management Ltd$19.9K1
388HRT FINANCIAL LP$19.4K1
389Central Pacific Bank - Trust Division$18.9K1
390Parkside Financial Bank & Trust$17.3K1
391True Wealth Design, LLC$14.5K1
392Frazier Financial Advisors, LLC$14.0K1
393FOSTER DYKEMA CABOT & PARTNERS, LLC$13.8K1
394Larson Financial Group LLC$11.9K1
395WealthCollab, LLC$10.5K1
396KBC Group NV$10.1K1
397Abound Wealth Management$10.0K1
398Twin Lakes Capital Management, LLC$8.7K1
399Fairman Group, LLC$8.7K1
400Golden State Wealth Management, LLC$8.4K1
401MidFirst Bank$8.1K1
402DekaBank Deutsche Girozentrale$7.4K1
403TD Capital Management LLC$7.0K1
404VAN ECK ASSOCIATES CORP$6.4K1
405SALEM INVESTMENT COUNSELORS INC$5.1K1
406Center for Financial Planning, Inc.$5.0K1
407Rakuten Securities, Inc.$4.9K1
408Acumen Wealth Advisors, LLC$4.8K1
409Caption Management, LLC$4.4K1
410Triumph Capital Management$4.3K1
411Atlantic Union Bankshares Corp$4.2K1
412Virtu Financial LLC$4.2K1
413MPWM ADVISORY SOLUTIONS, LLC$3.8K1
414Dogwood Wealth Management LLC$2.9K1
415AMERIFLEX GROUP, INC.$2.6K1
416BROWN, LISLE/CUMMINGS, INC.$2.1K1
417Geneos Wealth Management Inc.$1.8K1
418FINANCIAL CONSULATE, INC$1.7K1
419WPG Advisers, LLC$1.7K1
420MBM WEALTH CONSULTANTS, LLC$1.6K1
421Intentional Wealth Strategies, LLC$1.6K1
422NATURAL INVESTMENTS, LLC$1.4K1
423JPL Wealth Management, LLC$1.4K1
424SHP Wealth Management$1.2K1
425ARMSTRONG ADVISORY GROUP, INC$1.2K1
426Matrix Trust Co$1.2K1
427Summit Global Investments$9491
428Elevated Capital Advisors, LLC$8961
429PARK AVENUE SECURITIES LLC$8481
430Transamerica Financial Advisors, LLC$7101
431Harel Insurance Investments & Financial Services Ltd.$6751
432Elequin Capital, LP$6221
433iA Global Asset Management Inc.$3801
434GSA CAPITAL PARTNERS LLP$2921
435Rachor Investment Advisory Services, LLC$2741
436Nvest Wealth Strategies, Inc.$2491
437Beaird Harris Wealth Management, LLC$2311
438Premier Fund Managers Ltd$961
439MASECO LLP$501
440Smithfield Trust Co$21
441Capital Analysts, LLC$21
442Erste Asset Management GmbH$01
443CENTRAL TRUST Co$01
444VANGUARD GROUP INC$01
445GLENMEDE TRUST CO NA$01
446ALTFEST L J & CO INC$01
447MJP ASSOCIATES INC /ADV$01
448HARBOUR INVESTMENTS, INC.$01
449HARRIS ASSOCIATES L P$01
450Clearstead Advisors, LLC$01
451TOTH FINANCIAL ADVISORY CORP$01
452PANAGORA ASSET MANAGEMENT INC$01
453CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$01
454Hardman Johnston Global Advisors LLC$01
455INTRUST BANK NA$01
456PEAPACK GLADSTONE FINANCIAL CORP$01
457Capital International Sarl$01
458TODD ASSET MANAGEMENT LLC$01
459CHESAPEAKE CAPITAL CORP /IL/$01
460CASTLEARK MANAGEMENT LLC$01
461FLPUTNAM INVESTMENT MANAGEMENT CO$01
462CI INVESTMENTS INC.$01
463DSM CAPITAL PARTNERS LLC$01
464Hilltop Holdings Inc.$01
465CLOUGH CAPITAL PARTNERS L P$01
466CIBC Private Wealth Group LLC$01
467Bangor Savings Bank$01
468HBK Sorce Advisory LLC$01
469Keel Point, LLC$01
470Employees Retirement System of Texas$01
471First Trust Bank, Ltd.$01
472GAM Holding AG$01
473IMA Advisory Services, Inc.$01
474TWO SIGMA ADVISERS, LP$01
475Daiwa Securities Group Inc.$01
476New Vernon Capital Holdings II LLC$01
477BSW Wealth Partners$01
478Brevan Howard Capital Management LP$01
479SUMMIT SECURITIES GROUP LLC$01
480FOX RUN MANAGEMENT, L.L.C.$01
481EP Wealth Advisors, LLC$01
482Veritas Asset Management LLP$01
483Waverly Advisors, LLC$01
484JNBA Financial Advisors$01
485Alpha Cubed Investments, LLC$01
486Tuttle Capital Management, LLC$01
487Empowered Funds, LLC$01
488GeoWealth Management, LLC$01
489Avior Wealth Management, LLC$01
490Tidal Investments LLC$01
491Merit Financial Group, LLC$01
492Dakota Wealth Management$01
493CCLA Investment Management$01
494WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$01
495Wealthspire Advisors, LLC$01
496Avanda Investment Management Pte. Ltd.$01
497NorthCoast Asset Management LLC$01
498PERSONAL CFO SOLUTIONS, LLC$01
499Mirabaud Asset Management Ltd$01
500Harbour Capital Advisors, LLC$01
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)2 buy / 4 sell
Congress net ($ bound)−$58.0K to $26.0K
Filers net (actions)not in build
Filers net ($ 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 HDB

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for HDB · financials and macro

Financials — as filed PLANNED

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