Public record / Tickers / HII

HII — HUNTINGTON INGALLS INDUSTRIES, INC.

Both disclosure regimes on one name: who in Congress filed about HII, 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 HII
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
05-18
filed 2026-05-18
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

Brian Babin · $15.0K–$50.0K

Sale · traded 2026-05-05 → filed 2026-05-18. Ranked over every HII row by the provable lower bound, never a point estimate.

1 member · 0 buys / 1 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 HII · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning HII
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-05-18Brian Babin R–TX-36Sale · partial (partial sale)Traded 05-05 +13d$15K–$50K
2025-03-12Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 02-12 +28d$1K–$15K
2021-02-09Dwight Evans D–PA-3SaleTraded 2020-12-30 +41d$1K–$15K
2019-05-15Dwight Evans D–PA-3Sale · partial (partial sale)Traded 04-15 +30d$1K–$15K
2018-09-25Carlos Curbelo R–FL-26Purchase · SP (spouse-owned)Traded 08-28 +28d$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 HII

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing HII 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.
Brian Babin R–TX-361−$50.0K to −$15.0K2

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

Congress ↔ notable managers · HII

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 Markel Group $10.4M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · HUNTINGTON INGALLS INDS INC

Merged timeline of congressional filings and notable-manager moves on HII
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Ftrim−7,973 sh
2026-05-15Bridgewater Associates 13Ftrim−14,647 sh
2026-05-01Markel Group 13Fadd+2,000 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 HII for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.2B1
2FMR LLC$1.2B1
3STATE STREET CORP$1.0B1
4VANGUARD CAPITAL MANAGEMENT LLC$970M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$770M1
6AQR CAPITAL MANAGEMENT LLC$389M1
7Invesco Ltd.$352M1
8MORGAN STANLEY$337M1
9FIRST TRUST ADVISORS LP$316M1
10EARNEST PARTNERS LLC$309M1
11DIMENSIONAL FUND ADVISORS LP$291M1
12MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$213M1
13BANK OF AMERICA CORP /DE/$212M1
14SEI INVESTMENTS CO$179M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$144M1
16TD ASSET MANAGEMENT INC$136M1
17NORTHERN TRUST CORP$118M1
18MASSACHUSETTS FINANCIAL SERVICES CO /MA/$91.9M1
19UBS Group AG$91.1M1
20VANGUARD FIDUCIARY TRUST CO$83.9M1
21JANE STREET GROUP, LLC$63.1M1
22LPL Financial LLC$58.9M1
23PRINCIPAL FINANCIAL GROUP INC$56.0M1
24WELLS FARGO & COMPANY/MN$55.0M1
25ENVESTNET ASSET MANAGEMENT INC$49.5M1
26TODD ASSET MANAGEMENT LLC$48.0M1
27Qube Research & Technologies Ltd$48.0M1
28JACOBS LEVY EQUITY MANAGEMENT, INC$45.4M1
29BARCLAYS PLC$45.1M1
30WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$44.1M1
31INVESTMENT MANAGEMENT ASSOCIATES INC /ADV$43.7M1
32RAYMOND JAMES FINANCIAL INC$43.3M1
33ALLIANCEBERNSTEIN L.P.$42.6M1
34MILLENNIUM MANAGEMENT LLC$41.4M1
35HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$40.1M1
36Epoch Investment Partners, Inc.$35.2M1
37ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$34.5M1
38DEUTSCHE BANK AG\$33.5M1
39UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$32.3M1
40ROYAL BANK OF CANADA$31.9M1
41Vanguard Global Advisers, LLC$31.5M1
42Forest Avenue Capital Management LP$31.5M1
43Nuveen, LLC$30.7M1
44Point72 Asset Management, L.P.$30.2M1
45Vident Advisory, LLC$30.1M1
46Swiss National Bank$29.5M1
47CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$28.6M1
48Quantinno Capital Management LP$26.7M1
49VICTORY CAPITAL MANAGEMENT INC$24.7M1
50CANADA PENSION PLAN INVESTMENT BOARD$24.7M1
51IEQ CAPITAL, LLC$24.4M1
52CITIGROUP INC$24.2M1
53Arbejdsmarkedets Tillaegspension$23.9M1
54Squarepoint Ops LLC$22.4M1
55NEEDHAM INVESTMENT MANAGEMENT LLC$21.0M1
56Legal & General Group Plc$20.7M1
57HSBC HOLDINGS PLC$20.2M1
58JUPITER ASSET MANAGEMENT LTD$18.8M1
59Mitsubishi UFJ Asset Management Co., Ltd.$18.6M1
60Gotham Asset Management, LLC$18.5M1
61Rockefeller Capital Management L.P.$18.2M1
62Cetera Investment Advisers$17.2M1
63WCM INVESTMENT MANAGEMENT, LLC$16.3M1
64Gradient Investments LLC$16.1M1
65Mariner, LLC$15.7M1
66TD Waterhouse Canada Inc.$15.7M1
67ADAGE CAPITAL PARTNERS GP, L.L.C.$15.2M1
68ASSETMARK, INC$15.2M1
69CITADEL ADVISORS LLC$14.9M1
70OLD NATIONAL BANCORP /IN/$14.6M1
71Cerity Partners LLC$14.0M1
72Creative Planning$13.8M1
73Carnegie Investment Counsel$13.2M1
74PUBLIC SECTOR PENSION INVESTMENT BOARD$11.8M1
75CWA Asset Management Group, LLC$11.5M1
76Y-Intercept (Hong Kong) Ltd$11.5M1
77VANGUARD ASSET MANAGEMENT, Ltd$11.4M1
78Janus Henderson Group Ltd.$11.4M1
79STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$11.0M1
80CWM, LLC$10.8M1
81BANK OF NOVA SCOTIA$10.6M1
82BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$10.5M1
83BANK OF MONTREAL /CAN/$10.5M1
84MARKEL GROUP INC.$10.4M1
85STATE OF WISCONSIN INVESTMENT BOARD$10.3M1
86DDD Partners, LLC$9.9M1
87Sanctuary Advisors, LLC$9.7M1
88Horizon Investments, LLC$9.3M1
89AMERICAN CENTURY COMPANIES INC$8.7M1
90MANUFACTURERS LIFE INSURANCE COMPANY, THE$8.2M1
91Tidal Investments LLC$8.1M1
92CITIZENS FINANCIAL GROUP INC/RI$8.1M1
93FRANKLIN RESOURCES INC$7.9M1
94Walleye Capital LLC$7.9M1
95TEACHER RETIREMENT SYSTEM OF TEXAS$7.9M1
96MERCER GLOBAL ADVISORS INC /ADV$7.8M1
97Focus Partners Wealth$7.8M1
98BUILDER INVESTMENT GROUP INC /ADV$7.6M1
99Empowered Funds, LLC$7.5M1
100Chevy Chase Trust Holdings, LLC$7.3M1
101Kestra Advisory Services, LLC$7.3M1
102Covea Finance$7.2M1
103&PARTNERS$7.0M1
104STIFEL FINANCIAL CORP$7.0M1
105NWAM LLC$6.7M1
106Alpha Wave Global, LP$6.7M1
107CLOUGH CAPITAL PARTNERS L P$6.6M1
108ICICI Prudential Asset Management Co Ltd$6.6M1
109COMMONWEALTH EQUITY SERVICES, LLC$6.6M1
110Corient Private Wealth LLC$6.3M1
111Boston Partners$6.3M1
112Mirae Asset Global Investments Co., Ltd.$6.2M1
113FIFTH THIRD BANCORP$6.2M1
114United Capital Management of KS, Inc.$6.2M1
115Faithward Advisors, LLC$6.0M1
116Advisors Asset Management, Inc.$5.9M1
117Universal- Beteiligungs- und Servicegesellschaft mbH$5.4M1
118CIBC Bancorp USA Inc.$5.4M1
119Union Bancaire Privee, UBP SA$5.3M1
120Robinhood Asset Management, LLC$5.3M1
121Americana Partners, LLC$5.2M1
122Insight Wealth Strategies, LLC$5.0M1
123Steward Partners Investment Advisory, LLC$5.0M1
124KETTLE HILL CAPITAL MANAGEMENT, LLC$4.9M1
125MEEDER ASSET MANAGEMENT INC$4.9M1
126OSAIC HOLDINGS, INC.$4.9M1
127State of New Jersey Common Pension Fund D$4.9M1
128Sequoia Financial Advisors, LLC$4.9M1
129MML INVESTORS SERVICES, LLC$4.8M1
130CIBC WORLD MARKET INC.$4.8M1
131M&T BANK CORP$4.8M1
132Rafferty Asset Management, LLC$4.8M1
133Orion Investment Co$4.8M1
134FIL Ltd$4.6M1
135NewEdge Advisors, LLC$4.6M1
136OPPENHEIMER ASSET MANAGEMENT INC.$4.5M1
137TRUIST FINANCIAL CORP$4.5M1
138Atria Investments, Inc$4.5M1
139Baker Ellis Asset Management LLC$4.5M1
140Ascent Wealth Partners, LLC$4.3M1
141Hennion & Walsh Asset Management, Inc.$4.3M1
142S&T BANK/PA$4.3M1
143Pathstone Holdings, LLC$4.2M1
144BCGM Wealth Management, LLC$4.2M1
145O'SHAUGHNESSY ASSET MANAGEMENT, LLC$4.2M1
146Arizona State Retirement System$4.1M1
147Czech National Bank$4.1M1
148SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.0M1
149PATTON FUND MANAGEMENT, INC.$4.0M1
150Zurcher Kantonalbank (Zurich Cantonalbank)$3.9M1
151STATE OF MICHIGAN RETIREMENT SYSTEM$3.9M1
152Ameritas Advisory Services, LLC$3.9M1
153Orion Porfolio Solutions, LLC$3.8M1
154Vanguard Investments Australia, Ltd.$3.8M1
155NAPLES GLOBAL ADVISORS, LLC$3.7M1
156NATIONAL BANK OF CANADA /FI/$3.6M1
157ProShare Advisors LLC$3.5M1
158TWO SIGMA INVESTMENTS, LP$3.5M1
159COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.5M1
160Pictet Asset Management Holding SA$3.4M1
161Capital Investment Counsel, Inc$3.4M1
162HighTower Advisors, LLC$3.4M1
163BAILARD, INC.$3.3M1
164CIBC Asset Management Inc$3.3M1
165ProVise Management Group, LLC$3.2M1
166VOYA INVESTMENT MANAGEMENT LLC$3.2M1
167Retirement Systems of Alabama$3.2M1
168CPC Advisors, LLC$3.1M1
169Grantham, Mayo, Van Otterloo & Co. LLC$3.1M1
170NORTHCAPE WEALTH MANAGEMENT, LLC$3.1M1
171Guided Capital Wealth Management, LLC$3.0M1
172Militia Capital Management LLC$3.0M1
173AMG National Trust Bank$3.0M1
174Merit Financial Group, LLC$2.9M1
175Richard Bernstein Advisors LLC$2.9M1
176OCCUDO QUANTITATIVE STRATEGIES LP$2.9M1
177Havemeyer Place LP$2.8M1
178Brooklyn Investment Group$2.8M1
179Summit Trail Advisors, LLC$2.7M1
180Robeco Institutional Asset Management B.V.$2.7M1
181D. E. Shaw & Co., Inc.$2.7M1
182Ensign Peak Advisors, Inc$2.7M1
183Capital Investment Advisors, LLC$2.6M1
184DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$2.6M1
185FORA Capital, LLC$2.6M1
186Quadrature Capital Ltd$2.6M1
187Alaethes Wealth, LLC$2.5M1
188Kennondale Capital Management LLC$2.5M1
189Allspring Global Investments Holdings, LLC$2.5M1
190Trexquant Investment LP$2.4M1
191BURNEY CO/$2.4M1
192O'Keefe Stevens Advisory, Inc.$2.4M1
193TORONTO DOMINION BANK$2.4M1
194PRINCIPAL SECURITIES, INC.$2.4M1
195Patriot Financial Group Insurance Agency, LLC$2.3M1
196NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.3M1
197Focus Partners Advisor Solutions, LLC$2.3M1
198Private Advisor Group, LLC$2.3M1
199Marks Group Wealth Management, Inc$2.2M1
200MACKENZIE FINANCIAL CORP$2.2M1
201CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$2.2M1
202FULCRUM WEALTH ADVISORS, LLC$2.2M1
203Vanguard Personalized Indexing Management, LLC$2.1M1
204JACKSON SQUARE CAPITAL, LLC$2.1M1
205ROMAN BUTLER FULLERTON & CO$2.1M1
206Convergence Investment Partners, LLC$2.1M1
207NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.0M1
208Bridgewater Associates, LP$2.0M1
209NEOS Investment Management LLC$2.0M1
210Baird Financial Group, Inc.$2.0M1
211BALYASNY ASSET MANAGEMENT L.P.$2.0M1
212COMMERCE BANK$1.9M1
213XTX Topco Ltd$1.9M1
214GILDER GAGNON HOWE & CO LLC$1.8M1
215TWIN CITY PRIVATE WEALTH, LLC$1.8M1
216Cascade Investment Advisors, Inc.$1.8M1
217Byrne Asset Management LLC$1.8M1
218Whitaker-Myers Wealth Managers, LTD.$1.8M1
219UniSuper Management Pty Ltd$1.7M1
220NOMURA HOLDINGS INC$1.7M1
221RITHOLTZ WEALTH MANAGEMENT$1.7M1
222OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.7M1
223FOX RUN MANAGEMENT, L.L.C.$1.7M1
224Highview Capital Management LLC/DE/$1.7M1
225PICTON MAHONEY ASSET MANAGEMENT$1.6M1
226Vest Financial, LLC$1.6M1
227MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.6M1
228FLORIDA FINANCIAL ADVISORS, LLC$1.5M1
229MONTAG A & ASSOCIATES INC$1.5M1
230XPONANCE LLC$1.5M1
231Swiss Life Asset Management Ltd$1.5M1
232US BANCORP \DE\$1.5M1
233U.S. Capital Wealth Advisors, LLC$1.5M1
234Axiom Investment Management LLC$1.5M1
235Linden Thomas Advisory Services, LLC$1.5M1
236GATEWAY INVESTMENT ADVISERS LLC$1.4M1
237HAMEL ASSOCIATES, INC.$1.4M1
238Calamos Advisors LLC$1.4M1
239Calamos Wealth Management LLC$1.4M1
240MACQUARIE GROUP LTD$1.4M1
241UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.4M1
242QUADRANT CAPITAL GROUP LLC$1.4M1
243Meeder Advisory Services, Inc.$1.4M1
244RFG Advisory, LLC$1.4M1
245FOUNDATIONS INVESTMENT ADVISORS, LLC$1.3M1
246Atlantic Union Bankshares Corp$1.3M1
247NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$1.3M1
248INTECH INVESTMENT MANAGEMENT LLC$1.3M1
249Oak Thistle LLC$1.3M1
250BLAIR WILLIAM & CO/IL$1.3M1
251Voya Financial Advisors, Inc.$1.3M1
252Mattson Financial Services, LLC$1.2M1
253Werlinich Asset Management, LLC$1.2M1
254PEDDOCK CAPITAL ADVISORS, LLC$1.2M1
255Daiwa Securities Group Inc.$1.2M1
256Brevan Howard Capital Management LP$1.2M1
257Revisor Wealth Management LLC$1.2M1
258Mitsubishi UFJ Trust & Banking Corp$1.2M1
259Forza Wealth Management, LLC$1.1M1
260AE Wealth Management LLC$1.1M1
261Krilogy Financial LLC$1.1M1
262Bangor Savings Bank$1.1M1
263Belpointe Asset Management LLC$1.1M1
264CONTRAVISORY INVESTMENT MANAGEMENT, INC.$1.1M1
265MGO ONE SEVEN LLC$1.1M1
266OneAscent Financial Services LLC$1.1M1
267Pallas Capital Advisors LLC$1.1M1
268Ironsides Asset Advisors, LLC$1.1M1
269WELLINGTON MANAGEMENT GROUP LLP$1.1M1
270Machina Capital S.A.S.$1.1M1
271Connor, Clark & Lunn Investment Management Ltd.$1.0M1
272Old North State Wealth Management, LLC$1.0M1
273Qsemble Capital Management, LP$1.0M1
274Engineers Gate Manager LP$999K1
275Friedenthal Financial$986K1
276BENJAMIN EDWARDS INC$971K1
277Vise Technologies, Inc.$955K1
2781834 INVESTMENT ADVISORS CO$943K1
279Norinchukin Bank, The$943K1
280EVOLVE PRIVATE WEALTH, LLC$942K1
281HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$939K1
282Violich Capital Management, Inc.$935K1
283Federation des caisses Desjardins du Quebec$929K1
284Caprock Group, LLC$929K1
285Blue Trust, Inc.$925K1
286Prospera Financial Services Inc$903K1
287MIZUHO SECURITIES USA LLC$901K1
288ExodusPoint Capital Management, LP$898K1
289CHESAPEAKE CAPITAL CORP /IL/$880K1
290Aberdeen Group plc$873K1
291HB Wealth Management, LLC$862K1
292Bull Harbor Capital LLC$857K1
293HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$849K1
294Ameritas Investment Partners, Inc.$848K1
295Veracity Capital LLC$842K1
296Clearstead Advisors, LLC$832K1
297Equitable Holdings, Inc.$822K1
298VISTA INVESTMENT PARTNERS LLC$811K1
299SEARLE & CO.$808K1
300GeoWealth Management, LLC$807K1
301Ballentine Partners, LLC$804K1
302EP Wealth Advisors, LLC$788K1
303Chicago Partners Investment Group LLC$785K1
304Utah Retirement Systems$783K1
305GUGGENHEIM CAPITAL LLC$772K1
306Goelzer Investment Management, Inc.$760K1
307UMB Bank, n.a.$758K1
308TriaGen Wealth Management LLC$757K1
309SummitTX Capital, L.P.$754K1
310Illinois Municipal Retirement Fund$749K1
311Wellington Grp LLC$748K1
312Farringdon Capital, Ltd.$748K1
313B. Riley Wealth Advisors, Inc.$740K1
314Maryland State Retirement & Pension System$738K1
315Total Wealth Planning & Management, Inc.$737K1
316COLDSTREAM CAPITAL MANAGEMENT INC$719K1
317PETRA FINANCIAL ADVISORS INC$718K1
318Eurizon Capital SGR S.p.A.$718K1
319Themes Management Co LLC$715K1
320NorthCrest Asset Manangement, LLC$715K1
321Chicago Capital, LLC$714K1
322OPPENHEIMER & CO INC$710K1
323Auxano Advisors, LLC$703K1
324INFRASTRUCTURE CAPITAL ADVISORS, LLC$703K1
325DAVENPORT & Co LLC$692K1
326Wealthfront Advisers LLC$672K1
327PRIVATE TRUST CO NA$669K1
328Three Seasons Wealth, LLC$667K1
329Amundi$662K1
330Lido Advisors, LLC$659K1
331Sigma Planning Corp$658K1
332Pathway Financial Advisers, LLC$656K1
333NICOLET BANKSHARES INC$648K1
334Caerus Investment Advisors, LLC$647K1
335New Age Alpha Advisors, LLC$645K1
336Independent Advisor Alliance$642K1
337Guilbault Capital LLC$637K1
338October Effect Ltd$634K1
339STRATEGY ASSET MANAGERS LLC$633K1
340CHOREO, LLC$631K1
341OMERS ADMINISTRATION Corp$629K1
342Waverly Advisors, LLC$628K1
343MUFG Securities EMEA plc$612K1
344KESTRA PRIVATE WEALTH SERVICES, LLC$611K1
345TrueWealth Advisors, LLC$611K1
346DRW Securities, LLC$606K1
347BRAVE ASSET MANAGEMENT INC$601K1
348Savant Capital, LLC$601K1
349PRELUDE CAPITAL MANAGEMENT, LLC$600K1
350Compound Planning, Inc.$600K1
351Drucker Wealth 3.0, LLC$597K1
352Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies$595K1
353Allworth Financial LP$594K1
354WADDELL & ASSOCIATES, LLC$586K1
355MAI Capital Management$577K1
356EdgeRock Capital LLC$575K1
357TEMA ETFS LLC$568K1
358Asset Management One Co., Ltd.$548K1
359Empirical Finance, LLC$544K1
360Brookstone Capital Management$542K1
361Verition Fund Management LLC$533K1
362Beverly Hills Private Wealth, LLC$533K1
363VARCOV Co.$533K1
364Savvy Advisors, Inc.$531K1
365HOLDERNESS INVESTMENTS CO$527K1
366SIGNATUREFD, LLC$519K1
367Parcion Private Wealth LLC$516K1
368Morningstar Investment Management LLC$515K1
369Beacon Pointe Advisors, LLC$512K1
370World Investment Advisors$510K1
371PEAK6 LLC$508K1
372LAZARD ASSET MANAGEMENT LLC$502K1
373PINNACLE ASSOCIATES LTD$501K1
374Perigon Wealth Management, LLC$501K1
375Wealth Quarterback LLC$500K1
376Brown Financial Advisors$497K1
377EVERGREEN CAPITAL MANAGEMENT LLC$492K1
378Wedmont Private Capital$491K1
379SUMMITRY LLC$490K1
380Fiduciary Group, LLC$487K1
381MMA ASSET MANAGEMENT LLC$481K1
382Prairie Wealth Advisors, Inc.$479K1
383NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$477K1
384Callan Family Office, LLC$477K1
385Kera Capital Partners, Inc.$476K1
386Sumitomo Mitsui DS Asset Management Company, Ltd$465K1
387WULFF, HANSEN & CO.$464K1
388Sowell Financial Services LLC$463K1
389Frec Markets, Inc.$461K1
390Mirador Capital Partners LP$454K1
391JOURNEY STRATEGIC WEALTH LLC$454K1
392ALPINE WOODS CAPITAL INVESTORS, LLC$454K1
393Van Diest Capital, LLC$446K1
394KEYBANK NATIONAL ASSOCIATION/OH$445K1
395NOMURA ASSET MANAGEMENT CO LTD$444K1
396Leonteq Securities AG$441K1
397Cypress Wealth Services, LLC$438K1
398Rothschild Wealth LLC$434K1
399PANAGORA ASSET MANAGEMENT INC$434K1
400North Dakota State Investment Board$433K1
401BANQUE PICTET & CIE SA$432K1
402waypoint wealth counsel$430K1
403BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$426K1
404Live Oak Private Wealth LLC$419K1
405Schonfeld Strategic Advisors LLC$417K1
406Avalon Trust Co$416K1
407DELTA FINANCIAL ADVISORS LLC$416K1
408IHT Wealth Management, LLC$416K1
409SECURIAN ASSET MANAGEMENT, INC$414K1
410Harvest Investment Services, LLC$413K1
411Vontobel Holding Ltd.$411K1
412Mesirow Financial Investment Management, Inc.$408K1
413Copley Financial Group, Inc.$401K1
414Buttonwood Financial Advisors Inc.$399K1
415Integrated Advisors Network LLC$397K1
416DAYMARK WEALTH PARTNERS, LLC$394K1
417Apollon Wealth Management, LLC$393K1
418Mine & Arao Wealth Creation & Management, LLC.$389K1
419GWN SECURITIES INC.$388K1
420BNP Paribas Asset Management Holding S.A.$388K1
421Bayforest Capital Ltd$386K1
422Cynosure Group, LLC$384K1
4233Chopt Investment Partners, LLC$381K1
424FIRST MANHATTAN CO. LLC.$381K1
425Sivia Capital Partners, LLC$380K1
426JACKSON THORNTON WEALTH MANAGEMENT, LLC$379K1
427NewEdge Wealth, LLC$379K1
428William B. Walkup & Associates, Inc.$376K1
429Stratos Wealth Partners, LTD.$374K1
430Laird Norton Wetherby Trust Company, LLC$372K1
431KRAEMATON INVESTMENT ADVISORS, INC$364K1
432Waldron Private Wealth LLC$362K1
433SUMMIT WEALTH & RETIREMENT PLANNING, INC.$362K1
434CHRISTINE MESSMER PC$362K1
435Sargent Investment Group, LLC$360K1
436BOOTHBAY FUND MANAGEMENT, LLC$355K1
437JOHNSON INVESTMENT COUNSEL INC$354K1
438QRG CAPITAL MANAGEMENT, INC.$353K1
439ING GROEP NV$350K1
440SageGuard Financial Group, LLC$349K1
441Vestmark Advisory Solutions, Inc.$348K1
442MOODY NATIONAL BANK TRUST DIVISION$348K1
443Snowden Capital Advisors LLC$347K1
444HUB Investment Partners, LLC$346K1
445KEYNOTE FINANCIAL SERVICES LLC$346K1
446Alessandra Capital Management, LLC$345K1
447Summit Financial, LLC$345K1
448Phoenix Financial Ltd.$344K1
449EVERPAR ADVISORS LLC$333K1
450Kovack Advisors, Inc.$325K1
451EVOKE WEALTH, LLC$325K1
452WESTBOURNE INVESTMENTS, INC.$323K1
453Baker Avenue Asset Management, LP$321K1
454Fort Sheridan Advisors LLC$318K1
455VERUS CAPITAL PARTNERS, LLC$317K1
456GenTrust, LLC$314K1
457Perennial Investment Advisors, LLC$313K1
458MIRABELLA FINANCIAL SERVICES LLP$312K1
459Wills Financial Group LLC$310K1
460Brand Asset Management Group, Inc.$305K1
461Concurrent Investment Advisors, LLC$305K1
462Hilltop Holdings Inc.$304K1
463Alliance Wealth Advisors, LLC$302K1
464Diametric Capital, LP$302K1
465Annex Advisory Services, LLC$300K1
466Mutual Advisors, LLC$300K1
467PERSONAL CFO SOLUTIONS, LLC$294K1
468EARNED WEALTH ADVISORS, LLC$293K1
469MISSION WEALTH MANAGEMENT, LP$293K1
470SYM FINANCIAL Corp$293K1
471WORLDQUANT MILLENNIUM ADVISORS LLC$291K1
472EXCHANGE TRADED CONCEPTS, LLC$291K1
473Apella Capital, LLC$287K1
474Camelot Portfolios, LLC$287K1
475Composition Wealth, LLC$286K1
476TOMPKINS FINANCIAL CORP$285K1
477Polymer Capital Management (US) LLC$283K1
4784J Wealth Management LLC$283K1
479KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$281K1
480INDEPENDENT FINANCIAL GROUP, LLC$281K1
481Delta Investment Management, LLC$281K1
482Metis Global Partners, LLC$280K1
483Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$277K1
484INTRUST BANK NA$275K1
485QTR Family Wealth, LLC$272K1
486INSIGHT 2811, INC.$272K1
487Sound View Wealth Advisors Group, LLC$272K1
488Frank, Rimerman Advisors LLC$267K1
489Financial Planning Hawaii, Inc.$266K1
490Arax Advisory Partners$264K1
491Bluebird Wealth Management LLC$264K1
492Balboa Wealth Partners$263K1
493Essex Financial Services, Inc.$254K1
494ASSOCIATED BANC-CORP$251K1
495Curi Capital, LLC$251K1
496Envestnet Portfolio Solutions, Inc.$250K1
497Cape Investment Advisory, Inc.$249K1
498Checchi Capital Advisers, LLC$244K1
499NCM Capital Management, LLC$237K1
500Fieldview Capital Management, LLC$236K1
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)0 buy / 1 sell
Congress net ($ bound)−$50.0K 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 HII

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for HII · financials and macro

Financials — as filed PLANNED

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