Public record / Tickers / HL

HL — HECLA MINING CO/DE/

Both disclosure regimes on one name: who in Congress filed about HL, 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
3
all PTR rows naming HL
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
09-05
filed 2024-09-05
13F holders
426
top-426 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

Debbie Wasserman Schultz · $1.0K–$15.0K

Purchase · traded 2024-08-09 → filed 2024-09-05. Ranked over every HL row by the provable lower bound, never a point estimate.

No member disclosed HL in the trailing 12 months

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

No dated HL rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING HL · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning HL
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2024-09-05Debbie Wasserman Schultz D–FL-25Purchase · DC (dependent-child-owned)Traded 08-09 +27d$1K–$15K
2020-04-27Donna E. Shalala D–FL-27SaleTraded 2019-06-24 LATE·308d$1K–$15K
2020-04-27Donna E. Shalala D–FL-27PurchaseTraded 2019-01-09 LATE·474d$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 3 ↗

Members active in HL

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

No member disclosed HL in the trailing 12 months.

Congress ↔ notable managers · HL

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
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · HECLA MINING COMPANY

Merged timeline of congressional filings and notable-manager moves on HL
DateWhoChangeSize
2026-05-15Tudor Investment Corp 13Fadd+1,770,377 sh
2026-05-15Bridgewater Associates 13Fnew+480,978 sh
2026-05-15Gotham Asset Management 13Fnew+199,662 sh
2026-05-14Caxton Associates 13Fnew+90,663 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 HL for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.7B1
2STATE STREET CORP$622M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$589M1
4VANGUARD CAPITAL MANAGEMENT LLC$539M1
5MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$384M1
6Tidal Investments LLC$366M1
7GEODE CAPITAL MANAGEMENT, LLC$350M1
8Invesco Ltd.$238M1
9DIMENSIONAL FUND ADVISORS LP$235M1
10NORTHERN TRUST CORP$156M1
11D. E. Shaw & Co., Inc.$155M1
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC$127M1
13ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$118M1
14JUPITER ASSET MANAGEMENT LTD$108M1
15Bank of New York Mellon Corp$87.4M1
16MORGAN STANLEY$85.6M1
17TWO SIGMA INVESTMENTS, LP$82.2M1
18VANGUARD FIDUCIARY TRUST CO$81.5M1
19Nuveen, LLC$76.5M1
20MILLENNIUM MANAGEMENT LLC$74.0M1
21RENAISSANCE TECHNOLOGIES LLC$72.7M1
22FMR LLC$59.6M1
23FIRST TRUST ADVISORS LP$59.1M1
24SUSQUEHANNA INTERNATIONAL GROUP, LLP$52.5M1
25UBS Group AG$45.7M1
26WELLINGTON MANAGEMENT GROUP LLP$41.1M1
27CITIGROUP INC$39.3M1
28PRINCIPAL FINANCIAL GROUP INC$38.8M1
29TUDOR INVESTMENT CORP ET AL$34.5M1
30Squarepoint Ops LLC$32.0M1
31AQR CAPITAL MANAGEMENT LLC$30.3M1
32Amundi$29.5M1
33ALLIANCEBERNSTEIN L.P.$28.5M1
34UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$28.2M1
35CITADEL ADVISORS LLC$26.9M1
36BANK OF AMERICA CORP /DE/$24.9M1
37Swiss National Bank$24.7M1
38BARCLAYS PLC$24.7M1
39CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$24.0M1
40Man Group plc$23.7M1
41AMERICAN CENTURY COMPANIES INC$21.0M1
42Point72 Asset Management, L.P.$20.8M1
43Janus Henderson Group Ltd.$19.5M1
44WELLS FARGO & COMPANY/MN$17.5M1
45Legal & General Group Plc$17.2M1
46Retirement Systems of Alabama$15.3M1
47DEUTSCHE BANK AG\$15.2M1
48DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$13.2M1
49IMC-Chicago, LLC$13.2M1
50AMERIPRISE FINANCIAL INC$13.2M1
51MetLife Investment Management, LLC$12.4M1
52FEDERATED HERMES, INC.$12.1M1
53VOYA INVESTMENT MANAGEMENT LLC$11.9M1
54VANGUARD ASSET MANAGEMENT, Ltd$11.1M1
55ALPS ADVISORS INC$10.9M1
56Walleye Capital LLC$10.7M1
57FRANKLIN RESOURCES INC$10.2M1
58HATCH COVE CAPITAL, LLC$9.9M1
59GROUP ONE TRADING LLC$9.8M1
60MANUFACTURERS LIFE INSURANCE COMPANY, THE$9.8M1
61PUBLIC SECTOR PENSION INVESTMENT BOARD$9.3M1
62First Eagle Investment Management, LLC$9.1M1
63Bridgewater Associates, LP$9.0M1
64Empowered Funds, LLC$8.7M1
65Weiss Asset Management LP$8.5M1
66KENNEDY CAPITAL MANAGEMENT LLC$8.4M1
67GUGGENHEIM CAPITAL LLC$7.8M1
68Steadtrust LLC$7.6M1
69LPL Financial LLC$7.2M1
70B. Riley Wealth Advisors, Inc.$7.0M1
71FORA Capital, LLC$7.0M1
72Creative Planning$7.0M1
73Electrum Group LLC$6.6M1
74STATE OF WISCONSIN INVESTMENT BOARD$6.6M1
75RAYMOND JAMES FINANCIAL INC$6.2M1
76Walleye Trading LLC$6.2M1
77Engineers Gate Manager LP$6.1M1
78Schonfeld Strategic Advisors LLC$5.8M1
79CANADA PENSION PLAN INVESTMENT BOARD$5.6M1
80Vanguard Global Advisers, LLC$5.5M1
81Allianz Asset Management GmbH$5.5M1
82Phocas Financial Corp.$5.3M1
83Oppenheimer & Close, LLC$5.3M1
84Caprock Group, LLC$5.1M1
85Zurcher Kantonalbank (Zurich Cantonalbank)$5.0M1
86Elo Mutual Pension Insurance Co$4.9M1
87Oxbow Advisors, LLC$4.9M1
88Harvest Investment Services, LLC$4.8M1
89NEW YORK STATE COMMON RETIREMENT FUND$4.7M1
90INTECH INVESTMENT MANAGEMENT LLC$4.7M1
91Ensign Peak Advisors, Inc$4.7M1
92State of New Jersey Common Pension Fund D$4.5M1
93ZACKS INVESTMENT MANAGEMENT$4.2M1
94CVFG LLC$4.2M1
95JANE STREET GROUP, LLC$4.1M1
96PRUDENTIAL FINANCIAL INC$4.1M1
97SPROTT INC.$4.0M1
98Connor, Clark & Lunn Investment Management Ltd.$4.0M1
99NAVELLIER & ASSOCIATES INC$3.9M1
100CONGRESS ASSET MANAGEMENT CO$3.9M1
101Vest Financial, LLC$3.8M1
102Gotham Asset Management, LLC$3.7M1
103VICTORY CAPITAL MANAGEMENT INC$3.6M1
104MASSACHUSETTS FINANCIAL SERVICES CO /MA/$3.6M1
105Pekin Hardy Strauss, Inc.$3.5M1
106Arizona State Retirement System$3.4M1
107Ameritas Investment Partners, Inc.$3.3M1
108HSBC HOLDINGS PLC$3.2M1
109Federation des caisses Desjardins du Quebec$3.2M1
110STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$3.2M1
111Vanguard Investments Australia, Ltd.$3.1M1
112Cetera Investment Advisers$3.1M1
113MARTINGALE ASSET MANAGEMENT L P$3.1M1
114COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.1M1
115PEAK6 LLC$3.1M1
116STATE OF MICHIGAN RETIREMENT SYSTEM$3.0M1
117Private Advisor Group, LLC$3.0M1
118SEI INVESTMENTS CO$2.8M1
119Pathstone Holdings, LLC$2.8M1
120ABBINGTON INVESTMENT GROUP$2.8M1
121NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.8M1
122FIFTH THIRD BANCORP$2.8M1
123KLP KAPITALFORVALTNING AS$2.7M1
124Orion Porfolio Solutions, LLC$2.6M1
125OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.6M1
126Trexquant Investment LP$2.4M1
127OSAIC HOLDINGS, INC.$2.4M1
128EDMOND DE ROTHSCHILD HOLDING S.A.$2.3M1
129ProShare Advisors LLC$2.2M1
130SIMPLEX TRADING, LLC$2.2M1
131ROYAL BANK OF CANADA$2.2M1
132Auxano Advisors, LLC$2.1M1
133ASSETMARK, INC$2.1M1
134Atom Investors LP$2.1M1
135Prospera Financial Services Inc$2.0M1
136BANK OF MONTREAL /CAN/$2.0M1
137CWA Asset Management Group, LLC$2.0M1
138Sigma Planning Corp$2.0M1
139Pictet Asset Management Holding SA$2.0M1
140Pine Valley Investments Ltd Liability Co$2.0M1
141OCCUDO QUANTITATIVE STRATEGIES LP$1.9M1
142PROFUND ADVISORS LLC$1.9M1
143Towne Trust Company, N.A$1.9M1
144XPONANCE LLC$1.8M1
145Marex Group Ltd$1.8M1
146SCHRODER INVESTMENT MANAGEMENT GROUP$1.7M1
147Quantbot Technologies LP$1.7M1
148CAXTON ASSOCIATES LLP$1.7M1
149MERCER GLOBAL ADVISORS INC /ADV$1.7M1
150FLORIDA FINANCIAL ADVISORS, LLC$1.7M1
151NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.7M1
152Vanguard Personalized Indexing Management, LLC$1.6M1
153Quantinno Capital Management LP$1.6M1
154Magnetar Financial LLC$1.6M1
155RFG Advisory, LLC$1.6M1
156Hudock, Inc.$1.5M1
157XTX Topco Ltd$1.5M1
158Convergence Investment Partners, LLC$1.5M1
159TEACHER RETIREMENT SYSTEM OF TEXAS$1.4M1
160Leonteq Securities AG$1.4M1
161U S GLOBAL INVESTORS INC$1.4M1
162CREDIT AGRICOLE S A$1.4M1
163Susquehanna Portfolio Strategies, LLC$1.3M1
164CHOREO, LLC$1.3M1
165COMMONWEALTH EQUITY SERVICES, LLC$1.3M1
166TD ASSET MANAGEMENT INC$1.2M1
167JENNISON ASSOCIATES LLC$1.2M1
168MACKENZIE FINANCIAL CORP$1.2M1
169Rothschild Wealth LLC$1.2M1
170Tower Research Capital LLC (TRC)$1.1M1
171HighTower Advisors, LLC$1.1M1
172Swiss Life Asset Management Ltd$1.0M1
173Legato Capital Management LLC$1.0M1
174Integrated Quantitative Investments LLC$1.0M1
175Inspire Investing, LLC$990K1
176O'SHAUGHNESSY ASSET MANAGEMENT, LLC$974K1
177ARISTEIA CAPITAL, L.L.C.$889K1
178Corient Private Wealth LLC$851K1
179Brevan Howard Capital Management LP$845K1
180J. Safra Sarasin Holding AG$844K1
181Generali Investments CEE, investicni spolecnost, a.s.$839K1
182Tactive Advisors, LLC$791K1
183Sumitomo Mitsui Trust Group, Inc.$764K1
184Voleon Capital Management LP$763K1
185Moors & Cabot, Inc.$762K1
186Merit Financial Group, LLC$757K1
187Vident Advisory, LLC$757K1
188New Harbor Financial Group, LLC$752K1
189EntryPoint Capital, LLC$752K1
190Vanguard National Trust Co$745K1
191CWM, LLC$713K1
192AVALON CAPITAL MANAGEMENT$712K1
193BENJAMIN EDWARDS INC$710K1
194Rockefeller Capital Management L.P.$693K1
195Concurrent Investment Advisors, LLC$679K1
196Financial Sense Advisors, Inc.$652K1
197WORLD EQUITY GROUP, INC.$645K1
198SBI Securities Co., Ltd.$638K1
199DnB Asset Management AS$636K1
200OLD MISSION CAPITAL LLC$635K1
201CIBC Bancorp USA Inc.$623K1
202OP Asset Management Ltd$621K1
203VAN ECK ASSOCIATES CORP$617K1
204M&T BANK CORP$610K1
205Kiker Wealth Management, LLC$575K1
206Cerity Partners LLC$567K1
207MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$554K1
208Rakuten Securities, Inc.$542K1
209Vestmark Advisory Solutions, Inc.$542K1
210Abel Hall, LLC$534K1
211FIL Ltd$534K1
212Baader Bank Aktiengesellschaft$532K1
213WEXFORD CAPITAL LP$524K1
214Ridge Creek Global, Inc$522K1
215OXFORD ASSET MANAGEMENT LLP$518K1
216Ethic Inc.$516K1
217ENVESTNET ASSET MANAGEMENT INC$507K1
218Atria Investments, Inc$499K1
219Farringdon Capital, Ltd.$499K1
220Vise Technologies, Inc.$497K1
221Comprehensive Money Management Services LLC$482K1
222EVERGREEN CAPITAL MANAGEMENT LLC$465K1
223Three Seasons Wealth, LLC$462K1
224Total Wealth Planning & Management, Inc.$460K1
225Chicago Partners Investment Group LLC$459K1
226GLENMEDE TRUST CO NA$456K1
227CIBC Asset Management Inc$450K1
228NISA INVESTMENT ADVISORS, LLC$441K1
229Stratos Wealth Partners, LTD.$439K1
230Themes Management Co LLC$433K1
231Sequoia Financial Advisors, LLC$428K1
232Polymer Capital Management (US) LLC$420K1
233AVIVA PLC$417K1
234Kestra Advisory Services, LLC$413K1
235SMART Wealth LLC$407K1
236AVAII WEALTH MANAGEMENT, LLC$405K1
237D.A. DAVIDSON & CO.$404K1
238Neo Ivy Capital Management$401K1
239Waverly Advisors, LLC$398K1
240Gallagher Fiduciary Advisors, LLC$396K1
241INCEPTIONR LLC$390K1
242Wealthspire Retirement, LLC$387K1
243SCOTIA CAPITAL INC.$378K1
244Allspring Global Investments Holdings, LLC$378K1
245MGO ONE SEVEN LLC$376K1
246EASTERN BANK$373K1
247Fieldview Capital Management, LLC$369K1
248CIBC WORLD MARKET INC.$365K1
249STIFEL FINANCIAL CORP$362K1
250Tradition Wealth Management, LLC$359K1
251PINNACLE ASSOCIATES LTD$358K1
252EP Wealth Advisors, LLC$357K1
253Guardian Partners Inc.$354K1
254Connective Portfolio Management, LLC$354K1
255AE Wealth Management LLC$351K1
256Advisors Asset Management, Inc.$346K1
257Sharp Wealth Advisory, LLC$344K1
258CAPSTONE INVESTMENT ADVISORS, LLC$342K1
259PARSONS CAPITAL MANAGEMENT INC/RI$340K1
260Dynamic Technology Lab Private Ltd$336K1
261Pinnacle Wealth Management Advisory Group, LLC$331K1
262World Investment Advisors$330K1
263Wealthfront Advisers LLC$329K1
264Ballentine Partners, LLC$327K1
265Vontobel Holding Ltd.$327K1
266RITHOLTZ WEALTH MANAGEMENT$322K1
267Sterling Capital Management LLC$319K1
268VAN DEN BERG MANAGEMENT I, INC$317K1
269Fifth Third Wealth Advisors LLC$314K1
270Steward Partners Investment Advisory, LLC$314K1
271OPPENHEIMER & CO INC$303K1
272Verition Fund Management LLC$300K1
273PRUDENTIAL PLC$296K1
274Optimist Retirement Group LLC$295K1
275INDEPENDENT FINANCIAL GROUP, LLC$293K1
276HIGHLAND CAPITAL MANAGEMENT, LLC$291K1
277Meiji Yasuda Asset Management Co Ltd.$288K1
278MONARCH CAPITAL MANAGEMENT INC$288K1
279Colonial River Investments, LLC$284K1
280Capital Management Associates, Inc$283K1
281PIAR LLC$279K1
282Bleakley Financial Group, LLC$277K1
283Westfuller Advisors, LLC$274K1
284HOHIMER WEALTH MANAGEMENT, LLC$274K1
285Aster Capital Management (DIFC) Ltd$272K1
286Bayesian Capital Management, LP$270K1
287EXCHANGE TRADED CONCEPTS, LLC$270K1
288Berman McAleer LLC$261K1
289Lido Advisors, LLC$257K1
290EXENCIAL WEALTH ADVISORS, LLC$255K1
291TWO SIGMA SECURITIES, LLC$252K1
292Polymer Capital Management (HK) LTD$250K1
293Graham Capital Management, L.P.$243K1
294StoneX Group Inc.$243K1
295BNP Paribas Asset Management Holding S.A.$236K1
296BROWN ADVISORY INC$228K1
297NOMURA HOLDINGS INC$227K1
298XML Financial, LLC$225K1
299Destiny Wealth Partners, LLC$225K1
300Sanctuary Advisors, LLC$221K1
301Cresset Asset Management, LLC$221K1
302Mountain Capital Investment Advisors Inc.$220K1
303Beacon Pointe Advisors, LLC$219K1
304GREENLEAF TRUST$218K1
305TD Waterhouse Canada Inc.$217K1
306Foyston, Gordon & Payne Inc$216K1
307Sowell Financial Services LLC$216K1
308Samalin Investment Counsel, LLC$215K1
309Blueshift Asset Management, LLC$211K1
310Eurizon Capital SGR S.p.A.$208K1
311SPWM Advisors LLC$206K1
312AXQ CAPITAL, LP$203K1
313Twin Tree Management, LP$202K1
314WATERS PARKERSON & CO., LLC$201K1
315REGIONS FINANCIAL CORP$197K1
316NORTHWEST WEALTH MANAGEMENT, LLC$195K1
317UNITED CAPITAL FINANCIAL ADVISORS, LLC$194K1
318Veracity Capital LLC$192K1
319HM PAYSON & CO$186K1
320Cutler Capital Management, LLC$186K1
321Cladis Investment Advisory, LLC$186K1
322State of Wyoming$157K1
323Purpose Unlimited Inc.$149K1
324Smartleaf Asset Management LLC$135K1
325US BANCORP \DE\$131K1
326Wealth Enhancement Trust Services, Inc.$116K1
327HUSSMAN STRATEGIC ADVISORS, INC.$114K1
328Bank of New Hampshire$114K1
329MAI Capital Management$104K1
330Blue Trust, Inc.$97.2K1
331Atlantic Union Bankshares Corp$93.2K1
332Allworth Financial LP$89.1K1
333Kemnay Advisory Services Inc.$84.0K1
334UMB Bank, n.a.$84.0K1
335CHELSEA COUNSEL CO$80.5K1
336MEEDER ASSET MANAGEMENT INC$75.9K1
337PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$67.0K1
338Bayforest Capital Ltd$62.3K1
339Elequin Capital, LP$55.8K1
340Mitsubishi UFJ Asset Management Co., Ltd.$55.3K1
341Stone House Investment Management, LLC$53.2K1
342Hartford Financial Management Inc.$50.3K1
343INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$47.4K1
344QUADRANT CAPITAL GROUP LLC$45.8K1
345Pinnacle Wealth Planning Services, Inc.$41.7K1
346HRT FINANCIAL LP$36.2K1
347Ameliora Wealth Management Ltd.$31.7K1
348SITTNER & NELSON, LLC$27.9K1
349MCF Advisors LLC$26.1K1
350NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$24.4K1
351Basecamp Wealth Advisors LLC$22.4K1
352ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$22.1K1
353ALLIANZ SE$16.1K1
354CVA Family Office, LLC$15.4K1
355CANADA LIFE ASSURANCE Co$15.2K1
356Tradewinds Capital Management, LLC$13.7K1
357Parkside Financial Bank & Trust$13.1K1
358TORONTO DOMINION BANK$12.0K1
359FARMERS & MERCHANTS INVESTMENTS INC$10.6K1
360NEW YORK STATE TEACHERS RETIREMENT SYSTEM$10.5K1
361JFS WEALTH ADVISORS, LLC$10.0K1
362Nemes Rush Group LLC$9.8K1
363EVOLUTION WEALTH MANAGEMENT INC.$9.3K1
364ALGERT GLOBAL LLC$9.0K1
365RWA WEALTH PARTNERS, LLC$8.8K1
366Private Wealth Management Group, LLC$7.7K1
367Compagnie Lombard Odier SCmA$5.6K1
368HOEY INVESTMENTS, INC$5.6K1
369Dogwood Wealth Management LLC$5.5K1
370Kilter Group LLC$5.5K1
371AMALGAMATED BANK$5.4K1
372Bell Investment Advisors, Inc$4.9K1
373MCGUIRE CAPITAL ADVISORS INC$4.8K1
374Physician Wealth Advisors, Inc.$4.7K1
375C M BIDWELL & ASSOCIATES LTD$4.2K1
376New England Capital Financial Advisors LLC$4.2K1
377Archer Investment Corp$3.9K1
378Cambridge Investment Research Advisors, Inc.$3.7K1
379DANSKE BANK A/S$3.7K1
380Caitlin John, LLC$3.7K1
381JPL Wealth Management, LLC$3.5K1
382THRIVENT FINANCIAL FOR LUTHERANS$3.5K1
383Rialto Wealth Management, LLC$3.5K1
384MARK SHEPTOFF FINANCIAL PLANNING, LLC$3.4K1
385VISION FINANCIAL MARKETS LLC$3.1K1
386Clearstead Advisors, LLC$2.8K1
387Quantitative Investment Management, LLC$2.5K1
388DiNuzzo Private Wealth, Inc.$2.3K1
389Sachetta, LLC$2.2K1
390SJS Investment Consulting Inc.$2.0K1
391SWAN Capital LLC$1.9K1
392State of Alaska, Department of Revenue$1.7K1
393HHM Wealth Advisors, LLC$1.5K1
394PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$1.2K1
395GSA CAPITAL PARTNERS LLP$1.2K1
396South Dakota Investment Council$1.1K1
397ACADIAN ASSET MANAGEMENT LLC$1.0K1
398Vermillion Wealth Management, Inc.$1.0K1
399Marquette Asset Management, LLC$9321
400HFM Investment Advisors, LLC$9321
401Annis Gardner Whiting Capital Advisors, LLC$9131
402SHP Wealth Management$8571
403Caitong International Asset Management Co., Ltd$8011
404Summit Global Investments$7981
405GHP Investment Advisors, Inc.$7461
406Godfrey Financial Associates, Inc.$7451
407Quarry LP$7271
408FINANCIAL CONSULATE, INC$7081
409Virtu Financial LLC$6751
410Intentional Wealth Strategies, LLC$5781
411Anfield Capital Management, LLC$4101
412KBC Group NV$3761
413Signature Equity Partners, LLC$3731
414American Capital Advisory, LLC$3171
415Transamerica Financial Advisors, LLC$2791
416True Wealth Design, LLC$2431
417M Holdings Securities, Inc.$2371
418Euro Pacific Asset Management, LLC$2131
419Indiana Trust & Investment Management Co$2051
420Vestcor Inc$1701
421Employees Retirement System of Texas$1301
422TFC Financial Management, Inc.$941
423Ankerstar Wealth, LLC$751
424VALLEY NATIONAL ADVISERS INC$21
425Ninepoint Partners LP$01
426Private Wealth Asset Management, LLC$01
Truncated by Public Filings. The published aggregate ranks the top 426 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)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ 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 HL

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for HL · financials and macro

Financials — as filed PLANNED

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