Public record / Tickers / HLI

HLI — HOULIHAN LOKEY, INC.

Both disclosure regimes on one name: who in Congress filed about HLI, 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 HLI
Members · 12m
1
3 buys · 0 sells · by trade date
Latest PTR
09-10
filed 2026-09-10
13F holders
479
top-479 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

Gilbert Ray Cisneros, Jr. · $1.0K–$15.0K

Purchase · traded 2026-08-07 → filed 2026-09-10. Ranked over every HLI row by the provable lower bound, never a point estimate.

1 member · 3 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.

1 row 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

5 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. 5 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING HLI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning HLI
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-10Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 08-07 +34d$1K–$15K
2026-09-04Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 07-16 LATE·50d$1K–$15K
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 03-03 +35d$1K–$15K
2025-06-18Kelly Morrison D–MN-3SaleTraded 06-04 +14d$1K–$15K
2025-05-14Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 04-09 +35d$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 HLI

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing HLI 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-313$3.0K to $45.0K2

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

Congress ↔ notable managers · HLI

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Gilbert Ray Cisneros, Jr. D–CA-31 $2K–$30K
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Caxton Associates $0 held

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

Merged timeline of congressional filings and notable-manager moves on HLI
DateWhoChangeSize
2026-09-10Gilbert Ray Cisneros, Jr. CongressPurchase$1K–$15K
2026-09-04Gilbert Ray Cisneros, Jr. CongressPurchase$1K–$15K
2026-05-15Tudor Investment Corp 13Fadd+105,738 sh
2026-05-15Bridgewater Associates 13Fadd+16,951 sh
2026-05-14Caxton Associates 13Fexit−2,857 sh

5 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 HLI for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$758M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$399M1
3VANGUARD CAPITAL MANAGEMENT LLC$347M1
4EARNEST PARTNERS LLC$320M1
5ROYAL BANK OF CANADA$252M1
6STATE STREET CORP$243M1
7MORGAN STANLEY$229M1
8WELLINGTON MANAGEMENT GROUP LLP$196M1
9GEODE CAPITAL MANAGEMENT, LLC$194M1
10Capital Research Global Investors$189M1
11BANK OF MONTREAL /CAN/$165M1
12BAMCO INC /NY/$152M1
13BANK OF AMERICA CORP /DE/$137M1
14FMR LLC$123M1
15Champlain Investment Partners, LLC$103M1
16RAYMOND JAMES FINANCIAL INC$99.3M1
17SEI INVESTMENTS CO$99.0M1
18Clearbridge Investments, LLC$89.8M1
19DIMENSIONAL FUND ADVISORS LP$88.5M1
20WESTFIELD CAPITAL MANAGEMENT CO LP$78.1M1
21NORTHERN TRUST CORP$75.6M1
22CITADEL ADVISORS LLC$70.1M1
23Invesco Ltd.$68.2M1
24JENNISON ASSOCIATES LLC$67.3M1
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC$65.0M1
26Bank of New York Mellon Corp$60.4M1
27AQR CAPITAL MANAGEMENT LLC$57.3M1
28NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$54.5M1
29Fiera Capital Corp$51.9M1
30UBS Group AG$51.6M1
31WELLS FARGO & COMPANY/MN$49.7M1
32VANGUARD FIDUCIARY TRUST CO$48.9M1
33ENVESTNET ASSET MANAGEMENT INC$47.3M1
34CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$39.1M1
35WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$37.0M1
36Qube Research & Technologies Ltd$36.6M1
37SCHRODER INVESTMENT MANAGEMENT GROUP$36.4M1
38EVENTIDE ASSET MANAGEMENT, LLC$33.8M1
39TUDOR INVESTMENT CORP ET AL$33.4M1
40BARLOW WEALTH PARTNERS, LLC$33.3M1
41FRANKLIN RESOURCES INC$28.0M1
42HighTower Advisors, LLC$27.7M1
43UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$25.1M1
44FLPUTNAM INVESTMENT MANAGEMENT CO$24.9M1
45Interval Partners, LP$24.4M1
46MILLENNIUM MANAGEMENT LLC$21.8M1
47RENAISSANCE GROUP LLC$21.7M1
48D. E. Shaw & Co., Inc.$19.9M1
49Grantham, Mayo, Van Otterloo & Co. LLC$19.7M1
50BROWN ADVISORY INC$17.5M1
51PRINCIPAL FINANCIAL GROUP INC$17.5M1
52GHP Investment Advisors, Inc.$17.1M1
53Assenagon Asset Management S.A.$16.9M1
54Nuveen, LLC$16.8M1
55BALYASNY ASSET MANAGEMENT L.P.$16.7M1
56Amundi$16.3M1
57Capital International Investors$16.2M1
58Swiss National Bank$15.5M1
59CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$15.4M1
60TWO SIGMA INVESTMENTS, LP$15.3M1
61Montanaro Asset Management Ltd$14.1M1
62NEW YORK STATE COMMON RETIREMENT FUND$13.0M1
63Jain Global LLC$13.0M1
64ALPS ADVISORS INC$12.8M1
65BNP Paribas Asset Management Holding S.A.$12.8M1
66ALLIANCEBERNSTEIN L.P.$12.2M1
67CITIGROUP INC$12.1M1
68ArrowMark Colorado Holdings LLC$12.1M1
69ExodusPoint Capital Management, LP$11.9M1
70LPL Financial LLC$11.6M1
71Legal & General Group Plc$10.9M1
72VOLORIDGE INVESTMENT MANAGEMENT, LLC$10.6M1
73PRUDENTIAL FINANCIAL INC$9.9M1
74Retirement Systems of Alabama$9.6M1
75Aptus Capital Advisors, LLC$9.6M1
76Trexquant Investment LP$8.5M1
77Edgestream Partners, L.P.$7.9M1
78MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$7.6M1
79TEACHER RETIREMENT SYSTEM OF TEXAS$7.5M1
80Crawford Fund Management, LLC$7.3M1
81NORDEA INVESTMENT MANAGEMENT AB$7.2M1
82VANGUARD ASSET MANAGEMENT, Ltd$7.2M1
83Boston Partners$7.1M1
84STIFEL FINANCIAL CORP$6.8M1
85INTECH INVESTMENT MANAGEMENT LLC$6.7M1
86Quantinno Capital Management LP$6.5M1
87Creative Planning$6.0M1
88SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$5.9M1
89Schonfeld Strategic Advisors LLC$5.8M1
90Y-Intercept (Hong Kong) Ltd$5.7M1
91Grandeur Peak Global Advisors, LLC$5.7M1
92MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.5M1
93COMMERCE BANK$5.4M1
94ROYCE & ASSOCIATES LP$5.3M1
95FIFTH THIRD BANCORP$5.2M1
96Engineers Gate Manager LP$5.2M1
97JANE STREET GROUP, LLC$5.1M1
98DEUTSCHE BANK AG\$4.9M1
99Corient Private Wealth LLC$4.8M1
100Janus Henderson Group Ltd.$4.8M1
101FIRST TRUST ADVISORS LP$4.7M1
102JACOBS LEVY EQUITY MANAGEMENT, INC$4.5M1
103Geneos Wealth Management Inc.$4.4M1
104Tidal Investments LLC$4.3M1
105New Age Alpha Advisors, LLC$4.3M1
106WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$4.1M1
107Empowered Funds, LLC$4.0M1
108TWINBEECH CAPITAL LP$4.0M1
109Voleon Capital Management LP$3.9M1
110Hilton Capital Management, LLC$3.8M1
111OPPENHEIMER ASSET MANAGEMENT INC.$3.8M1
112OSAIC HOLDINGS, INC.$3.8M1
113WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.7M1
114Ensign Peak Advisors, Inc$3.7M1
115BW Gestao de Investimentos Ltda.$3.7M1
116Wealth High Governance Capital Ltda$3.7M1
117Bell Asset Management Ltd$3.6M1
118Harbor Advisors LLC$3.6M1
119FORA Capital, LLC$3.6M1
120Cetera Investment Advisers$3.5M1
121AMERICAN CENTURY COMPANIES INC$3.3M1
122&PARTNERS$3.3M1
123Zurcher Kantonalbank (Zurich Cantonalbank)$3.2M1
124Vanguard Global Advisers, LLC$3.2M1
125Wealth High Governance Asset Management Ltda.$3.2M1
126HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$3.0M1
127Weil Company, Inc.$3.0M1
128Bridgewater Associates, LP$3.0M1
129Pathstone Holdings, LLC$2.9M1
130Baird Financial Group, Inc.$2.8M1
131Faithward Advisors, LLC$2.8M1
132US BANCORP \DE\$2.7M1
133Man Group plc$2.7M1
134STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$2.7M1
135Point72 Asset Management, L.P.$2.6M1
136Sanctuary Advisors, LLC$2.6M1
137HSBC HOLDINGS PLC$2.6M1
138Cerity Partners LLC$2.6M1
139XTX Topco Ltd$2.5M1
140Squarepoint Ops LLC$2.5M1
141REGIONS FINANCIAL CORP$2.4M1
142State of New Jersey Common Pension Fund D$2.3M1
143STATE OF WISCONSIN INVESTMENT BOARD$2.3M1
144Vanguard Personalized Indexing Management, LLC$2.3M1
145Atria Investments, Inc$2.2M1
146Arizona State Retirement System$2.2M1
147CANADA PENSION PLAN INVESTMENT BOARD$2.1M1
148O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.0M1
149MML INVESTORS SERVICES, LLC$2.0M1
150DAVENPORT & Co LLC$2.0M1
151Oak Thistle LLC$2.0M1
152COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.0M1
153SummitTX Capital, L.P.$2.0M1
154Vanguard Investments Australia, Ltd.$1.9M1
155PineStone Asset Management Inc.$1.9M1
156STATE OF MICHIGAN RETIREMENT SYSTEM$1.9M1
157KLP KAPITALFORVALTNING AS$1.8M1
158Universal- Beteiligungs- und Servicegesellschaft mbH$1.8M1
159NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.7M1
160ALPINE WOODS CAPITAL INVESTORS, LLC$1.7M1
161Dynamic Technology Lab Private Ltd$1.7M1
162KING LUTHER CAPITAL MANAGEMENT CORP$1.7M1
163OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.6M1
164Bank Julius Baer & Co. Ltd, Zurich$1.6M1
165Alyeska Investment Group, L.P.$1.6M1
166NATIXIS$1.5M1
167Linden Thomas Advisory Services, LLC$1.5M1
168Rockefeller Capital Management L.P.$1.4M1
169DIVERSIFIED MANAGEMENT INC$1.4M1
170CRAWFORD INVESTMENT COUNSEL INC$1.4M1
171Cannell & Spears LLC$1.3M1
172ASSETMARK, INC$1.3M1
173Pictet Asset Management Holding SA$1.2M1
174XPONANCE LLC$1.2M1
175Richard Bernstein Advisors LLC$1.2M1
176Gibbs Wealth Management$1.2M1
177Mayflower Financial Advisors, LLC$1.2M1
178Brevan Howard Capital Management LP$1.2M1
179CIM, LLC$1.2M1
180Henshaw Capital LLC$1.1M1
181CWM, LLC$1.1M1
182Numerai GP LLC$1.1M1
183Orion Porfolio Solutions, LLC$1.1M1
184NewEdge Advisors, LLC$1.1M1
185Diversified Trust Co$1.1M1
186QRG CAPITAL MANAGEMENT, INC.$1.1M1
187Summit Trail Advisors, LLC$1.0M1
188TRUIST FINANCIAL CORP$1.0M1
189Avior Wealth Management, LLC$967K1
190Taylor Frigon Capital Management LLC$954K1
191NEW YORK LIFE INVESTMENT MANAGEMENT LLC$938K1
192BANK OF NOVA SCOTIA$914K1
193Envestnet Portfolio Solutions, Inc.$862K1
194INTRUST BANK NA$848K1
195TD ASSET MANAGEMENT INC$847K1
196Sowell Financial Services LLC$829K1
197Callan Family Office, LLC$804K1
198Union Bancaire Privee, UBP SA$803K1
199FULTON BANK, N.A.$779K1
200PDT Partners, LLC$776K1
201Jefferies Financial Group Inc.$776K1
202JAMES INVESTMENT RESEARCH, INC.$754K1
203Sendero Wealth Management, LLC$749K1
204VOYA INVESTMENT MANAGEMENT LLC$747K1
205LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$725K1
206AXQ CAPITAL, LP$719K1
207Strategic Wealth Investment Group, LLC$704K1
208NORDEN GROUP LLC$701K1
209First Eagle Investment Management, LLC$700K1
210M&T BANK CORP$690K1
211Stegent Equity Advisors, Inc.$660K1
212J2 Capital Management Inc$656K1
213Inspire Advisors, LLC$650K1
214Apriem Advisors$644K1
215NAPLES GLOBAL ADVISORS, LLC$639K1
216FEDERATED HERMES, INC.$621K1
217Magnetar Financial LLC$620K1
218AXA S.A.$619K1
219Crossmark Global Holdings, Inc.$616K1
220Vident Advisory, LLC$611K1
221LRT Capital Management, LLC$592K1
222Blue Trust, Inc.$577K1
223Portside Wealth Group, LLC$574K1
224SECURIAN ASSET MANAGEMENT, INC$567K1
225MONETA GROUP INVESTMENT ADVISORS LLC$561K1
226Quantum Portfolio Management LLC$558K1
227Yorktown Management & Research Co Inc$553K1
228Mariner, LLC$549K1
229GUGGENHEIM CAPITAL LLC$530K1
230Brookstone Capital Management$527K1
231Beacon Pointe Advisors, LLC$516K1
232Mitsubishi UFJ Trust & Banking Corp$515K1
233Federation des caisses Desjardins du Quebec$512K1
234Caprock Group, LLC$506K1
235SUSQUEHANNA INTERNATIONAL GROUP, LLP$505K1
236Clifford Group, LLC$499K1
237Swiss Life Asset Management Ltd$497K1
238KEYBANK NATIONAL ASSOCIATION/OH$488K1
239Brooklyn Investment Group$484K1
240Vestmark Advisory Solutions, Inc.$461K1
241ING GROEP NV$460K1
242MERCER GLOBAL ADVISORS INC /ADV$458K1
243ELEVATION POINT WEALTH PARTNERS, LLC$438K1
244Tower Research Capital LLC (TRC)$437K1
245Susquehanna Portfolio Strategies, LLC$437K1
246Steward Partners Investment Advisory, LLC$436K1
247Dynasty Wealth Management, LLC$435K1
248AVIVA PLC$420K1
249Snowden Capital Advisors LLC$412K1
250Utah Retirement Systems$411K1
251OneAscent Investment Solutions LLC$403K1
252EntryPoint Capital, LLC$402K1
253Walleye Capital LLC$400K1
254INCEPTIONR LLC$399K1
255State of Wyoming$398K1
256FIDUCIARY TRUST CO$397K1
257Maryland State Retirement & Pension System$387K1
258LECAP ASSET MANAGEMENT LTD$384K1
259Krilogy Financial LLC$382K1
260Sequoia Financial Advisors, LLC$376K1
261WEALTH ALLIANCE, LLC$374K1
262DnB Asset Management AS$368K1
263Rehmann Capital Advisory Group$367K1
264Baker Ellis Asset Management LLC$359K1
265TWO SIGMA SECURITIES, LLC$352K1
266Beverly Hills Private Wealth, LLC$343K1
267Wealthcare Capital Partners, LLC$335K1
268Vise Technologies, Inc.$334K1
269Concurrent Investment Advisors, LLC$328K1
270Trajan Wealth LLC$327K1
271Private Advisor Group, LLC$322K1
272MGO ONE SEVEN LLC$318K1
273Accredited Investors Inc.$315K1
274ProShare Advisors LLC$313K1
275Aquatic Capital Management LLC$311K1
276BOOTHBAY FUND MANAGEMENT, LLC$301K1
277Legacy Wealth Asset Management, LLC$298K1
278Cresset Asset Management, LLC$298K1
279Index Technologies Group LLC$292K1
280GATEWAY INVESTMENT ADVISERS LLC$291K1
281VISTA FINANCE, LLC$291K1
282Abel Hall, LLC$291K1
283DIVERSIFY WEALTH MANAGEMENT, LLC$288K1
284UMB Bank, n.a.$283K1
285Argos Wealth Advisors, LLC$277K1
286MIRABELLA FINANCIAL SERVICES LLP$275K1
287COMMONWEALTH EQUITY SERVICES, LLC$274K1
288BENJAMIN EDWARDS INC$274K1
289iSAM Funds (UK) Ltd$271K1
290Sun Group Wealth Partners$268K1
291SHELTON CAPITAL MANAGEMENT$260K1
292INFRASTRUCTURE CAPITAL ADVISORS, LLC$260K1
293Allspring Global Investments Holdings, LLC$259K1
294QUADRANT CAPITAL GROUP LLC$254K1
295KESTRA PRIVATE WEALTH SERVICES, LLC$254K1
296Riverwater Partners LLC$252K1
297Cassaday & Co Wealth Management LLC$251K1
298EVERGREEN CAPITAL MANAGEMENT LLC$247K1
299SFMG, LLC$246K1
300DRW Securities, LLC$244K1
301NewEdge Wealth, LLC$242K1
302CIBC Asset Management Inc$236K1
303HB Wealth Management, LLC$234K1
304AlTi Global, Inc.$233K1
305EXCHANGE TRADED CONCEPTS, LLC$228K1
306North Dakota State Investment Board$227K1
307EVOKE WEALTH, LLC$205K1
308AIGEN INVESTMENT MANAGEMENT, LP$203K1
309MQS Management LLC$200K1
310MAI Capital Management$159K1
311Smartleaf Asset Management LLC$154K1
312NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$149K1
313STEPH & CO$140K1
314Allworth Financial LP$130K1
315Van Berkom & Associates Inc.$117K1
316SIGNATUREFD, LLC$107K1
317MATHER GROUP, LLC.$83.9K1
318AlphaCentric Advisors LLC$71.7K1
319Quarry LP$71.7K1
320MCGUIRE CAPITAL ADVISORS INC$64.1K1
321Transamerica Financial Advisors, LLC$62.2K1
322Wellington Grp LLC$56.6K1
323Eurizon Capital SGR S.p.A.$56.4K1
324Bayforest Capital Ltd$50.8K1
325THRIVENT FINANCIAL FOR LUTHERANS$50.2K1
326Vanguard National Trust Co$37.3K1
327Annis Gardner Whiting Capital Advisors, LLC$33.9K1
328Parkside Financial Bank & Trust$31.9K1
329CBIZ Investment Advisory Services, LLC$30.9K1
330Physician Wealth Advisors, Inc.$29.2K1
331Clark Wealth Partners$26.0K1
332NOMURA ASSET MANAGEMENT CO LTD$24.4K1
333Ameliora Wealth Management Ltd.$24.3K1
334Destiny Wealth Partners, LLC$20.1K1
335AMERIFLEX GROUP, INC.$19.1K1
336HHM Wealth Advisors, LLC$14.9K1
337TOTH FINANCIAL ADVISORY CORP$14.4K1
338Financial Network Wealth Advisors LLC$13.3K1
339Bell Investment Advisors, Inc$13.2K1
340Pinnacle Wealth Planning Services, Inc.$12.4K1
341Mitsubishi UFJ Asset Management Co., Ltd.$11.2K1
342Paladin Partners, LLC$11.1K1
343WOLFF WIESE MAGANA LLC$10.8K1
344CVA Family Office, LLC$10.6K1
345Larson Financial Group LLC$10.3K1
346Key FInancial Inc$9.6K1
347Westfuller Advisors, LLC$9.6K1
348Arax Advisory Partners$8.9K1
349Clearstead Advisors, LLC$8.8K1
350JFS WEALTH ADVISORS, LLC$8.0K1
351TD Capital Management LLC$8.0K1
352VAN ECK ASSOCIATES CORP$7.3K1
353Nvest Wealth Strategies, Inc.$7.2K1
354ENTRUST FINANCIAL LLC$6.6K1
355Asset Dedication, LLC$6.3K1
356FARMERS & MERCHANTS INVESTMENTS INC$6.3K1
357CANADA LIFE ASSURANCE Co$5.5K1
358INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$4.7K1
359Sachetta, LLC$4.3K1
360ELEVATION WEALTH PARTNERS, LLC$3.9K1
361Bravera Wealth$3.9K1
362PFS Partners, LLC$3.8K1
363Treasurer of the State of North Carolina$3.3K1
364CENTRAL TRUST Co$3.3K1
365Private Wealth Management Group, LLC$3.0K1
366NEW YORK STATE TEACHERS RETIREMENT SYSTEM$2.9K1
367Scarborough Advisors, LLC$2.9K1
368TD Waterhouse Canada Inc.$2.8K1
369Raleigh Capital Management Inc.$2.7K1
370Dogwood Wealth Management LLC$2.7K1
371First Pacific Financial$2.5K1
372Rialto Wealth Management, LLC$2.0K1
373HRT FINANCIAL LP$2.0K1
374Retirement Wealth Solutions LLC$1.9K1
375DiNuzzo Private Wealth, Inc.$1.7K1
376Manchester Capital Management LLC$1.6K1
377Investors Research Corp$1.6K1
378SHP Wealth Management$1.3K1
379Richardson Capital Management LLC$1.1K1
380SJS Investment Consulting Inc.$1.1K1
381Cromwell Holdings LLC$1.1K1
382MidFirst Bank$1.1K1
383PARK AVENUE SECURITIES LLC$1.0K1
384Marquette Asset Management, LLC$1.0K1
385State of Alaska, Department of Revenue$7771
386American Capital Advisory, LLC$7191
387SouthState Bank Corp$5751
388Breakwater Investment Management$5751
389HFM Investment Advisors, LLC$4311
390Vestcor Inc$3701
391Vermillion Wealth Management, Inc.$2871
392Intentional Wealth Strategies, LLC$2871
393Virtu Financial LLC$2691
394KBC Group NV$2241
395Quaker Wealth Management, LLC$1441
396TFC Financial Management, Inc.$1441
397Avion Wealth$01
398Activest Wealth Management$01
399VANGUARD GROUP INC$01
400GLENMEDE TRUST CO NA$01
401DANSKE BANK A/S$01
402JOHNSON INVESTMENT COUNSEL INC$01
403PRUDENTIAL PLC$01
404COMERICA BANK$01
405BLAIR WILLIAM & CO/IL$01
406ACADIAN ASSET MANAGEMENT LLC$01
407NATIONAL BANK OF CANADA /FI/$01
408RENAISSANCE TECHNOLOGIES LLC$01
409CIBC WORLD MARKETS CORP$01
410PROFUND ADVISORS LLC$01
411FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$01
412CIBC Private Wealth Group LLC$01
413Equitable Holdings, Inc.$01
414Weiss Asset Management LP$01
415NORGES BANK$01
416Voya Financial Advisors, Inc.$01
417TWO SIGMA ADVISERS, LP$01
418Daiwa Securities Group Inc.$01
419TCTC Holdings, LLC$01
420Meiji Yasuda Asset Management Co Ltd.$01
421VestGen Investment Management$01
422FineMark National Bank & Trust$01
423PICTON MAHONEY ASSET MANAGEMENT$01
424Illinois Municipal Retirement Fund$01
425Waverly Advisors, LLC$01
426Merit Financial Group, LLC$01
427Lido Advisors, LLC$01
428Ausdal Financial Partners, Inc.$01
429OneDigital Investment Advisors LLC$01
430Independent Advisor Alliance$01
431AE Wealth Management LLC$01
432RITHOLTZ WEALTH MANAGEMENT$01
433Csenge Advisory Group$01
434DV Trading LLC$01
435Monument Capital Management$01
436West Branch Capital LLC$01
437Elo Mutual Pension Insurance Co$01
438Global Retirement Partners, LLC$01
439Cynosure Group, LLC$01
440OneAscent Financial Services LLC$01
441Cinctive Capital Management LP$01
442Meeder Advisory Services, Inc.$01
443BELLEVUE ASSET MANAGEMENT, LLC$01
444Kestra Advisory Services, LLC$01
445Brown Miller Wealth Management, LLC$01
446OneAscent Wealth Management LLC$01
447Round Rock Advisors LLC$01
448Optiver Holding B.V.$01
449TUCKER ASSET MANAGEMENT LLC$01
450AlphaQuest LLC$01
451Smith Group Asset Management, LLC$01
452AXXCESS WEALTH MANAGEMENT, LLC$01
453Forum Financial Management, LP$01
454SageView Advisory Group, LLC$01
455Hutchens & Kramer Investment Management Group, LLC$01
456Cape Investment Advisory, Inc.$01
457Cresta Advisors, Ltd.$01
458Dunhill Financial, LLC$01
459Abound Wealth Management$01
460Caitong International Asset Management Co., Ltd$01
461True Wealth Design, LLC$01
462Impact Partnership Wealth, LLC$01
463PFW Advisors LLC$01
464Marex Group Ltd$01
465denkapparat Operations GmbH$01
466Freestone Grove Partners LP$01
467Atlantic Edge Private Wealth Management, LLC$01
468Scientech Research LLC$01
469Advyzon Investment Management, LLC$01
470Wealth Watch Advisors, INC$01
471Aster Capital Management (DIFC) Ltd$01
472Integrated Quantitative Investments LLC$01
473CAXTON ASSOCIATES LLP$01
474OneAscent Family Office, LLC$01
475SAGESPRING WEALTH PARTNERS, LLC$01
476Robinhood Asset Management, LLC$01
477OPTIMA CAPITAL LLC$01
478NLB Skladi, upravljanje premozenja, d.o.o.$01
479Greenline Wealth Management LLC$01
Truncated by Public Filings. The published aggregate ranks the top 479 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)3 buy / 0 sell
Congress net ($ bound)$3.0K to $45.0K
Filers net (actions)not in build
Filers net ($ 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 HLI

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for HLI · financials and macro

Financials — as filed PLANNED

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