Public record / Tickers / HLN

HLN — Haleon plc

Both disclosure regimes on one name: who in Congress filed about HLN, 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
14
all PTR rows naming HLN
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
10-10
filed 2025-10-10
13F holders
481
top-481 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

Daniel S. Goldman · $15.0K–$50.0K

Sale · traded 2023-07-10 → filed 2023-08-13. Ranked over every HLN 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.

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

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 HLN · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning HLN
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-10Val T. Hoyle D–OR-4Sale · SP (spouse-owned)Traded 09-23 +17d$1K–$15K
2025-09-12Val T. Hoyle D–OR-4Purchase · SP (spouse-owned)Traded 2024-10-29 LATE·318d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 07-10 +34d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-24 LATE·50d$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 14 ↗

Members active in HLN

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing HLN 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.
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

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

Congress ↔ notable managers · HLN

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
0 $0 held
Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · HALEON PLC

No moves on either side in the window.

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

Top institutional holders of HLN for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1DODGE & COX$1.5B1
2FMR LLC$1.1B1
3Clearbridge Investments, LLC$318M1
4MORGAN STANLEY$192M1
5HARDING LOEVNER LP$157M1
6HARRIS ASSOCIATES L P$150M1
7ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$147M1
8BANK OF AMERICA CORP /DE/$109M1
9Nuveen, LLC$87.1M1
10Aristotle Capital Management, LLC$76.7M1
11ENVESTNET ASSET MANAGEMENT INC$70.4M1
12Point72 Asset Management, L.P.$65.8M1
13RAYMOND JAMES FINANCIAL INC$62.7M1
14BlackRock, Inc.$52.6M1
15Rockefeller Capital Management L.P.$51.1M1
16NORTHERN TRUST CORP$48.9M1
17WELLINGTON MANAGEMENT GROUP LLP$48.3M1
18Bank Julius Baer & Co. Ltd, Zurich$43.6M1
19First Eagle Investment Management, LLC$40.4M1
20WELLS FARGO & COMPANY/MN$40.3M1
21CIBC Bancorp USA Inc.$39.6M1
22ROYAL BANK OF CANADA$30.7M1
23PRINCIPAL FINANCIAL GROUP INC$28.1M1
24JANE STREET GROUP, LLC$22.9M1
25STIFEL FINANCIAL CORP$21.8M1
26Grantham, Mayo, Van Otterloo & Co. LLC$19.0M1
27LPL Financial LLC$17.5M1
28WCM INVESTMENT MANAGEMENT, LLC$17.3M1
29VOLORIDGE INVESTMENT MANAGEMENT, LLC$16.7M1
30FRANKLIN RESOURCES INC$15.3M1
31CLARK ESTATES INC/NY$14.0M1
32CITIGROUP INC$13.3M1
33SEI INVESTMENTS CO$12.9M1
34Quantinno Capital Management LP$12.2M1
35Tidal Investments LLC$11.7M1
36SCHARF INVESTMENTS, LLC$11.5M1
37AMERICAN CENTURY COMPANIES INC$11.4M1
38MANUFACTURERS LIFE INSURANCE COMPANY, THE$11.3M1
39UBS Group AG$11.0M1
40CITADEL ADVISORS LLC$10.0M1
41BANK OF MONTREAL /CAN/$9.5M1
42MASSACHUSETTS FINANCIAL SERVICES CO /MA/$8.0M1
43Crossmark Global Holdings, Inc.$7.5M1
44Callan Family Office, LLC$7.4M1
45US BANCORP \DE\$7.1M1
46CHARLES SCHWAB INVESTMENT MANAGEMENT INC$6.9M1
47Qube Research & Technologies Ltd$6.7M1
48UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$6.6M1
49WELCH & FORBES LLC$6.4M1
50Mariner, LLC$6.4M1
51Creative Planning$6.3M1
52O'SHAUGHNESSY ASSET MANAGEMENT, LLC$5.5M1
53TRUIST FINANCIAL CORP$5.0M1
54OPPENHEIMER ASSET MANAGEMENT INC.$4.8M1
55CIDEL ASSET MANAGEMENT INC$4.7M1
56DIMENSIONAL FUND ADVISORS LP$4.7M1
57Cerity Partners LLC$4.6M1
58Pinnacle Financial Partners, Inc.$4.3M1
59Orion Porfolio Solutions, LLC$3.9M1
60QRG CAPITAL MANAGEMENT, INC.$3.8M1
61XTX Topco Ltd$3.8M1
62Third View Private Wealth, LLC$3.6M1
63Focus Partners Wealth$3.4M1
64Vestmark Advisory Solutions, Inc.$3.3M1
65EAGLE GLOBAL ADVISORS LLC$3.2M1
66LGT Group Foundation$3.0M1
67Sanctuary Advisors, LLC$3.0M1
68MERCER GLOBAL ADVISORS INC /ADV$2.9M1
69Acumen Wealth Advisors, LLC$2.9M1
70TRILLIUM ASSET MANAGEMENT, LLC$2.5M1
71DAVENPORT & Co LLC$2.5M1
72Cetera Investment Advisers$2.5M1
73Trexquant Investment LP$2.4M1
74Vident Advisory, LLC$2.4M1
75BENJAMIN EDWARDS INC$2.3M1
76Private Advisor Group, LLC$2.2M1
77FIFTH THIRD BANCORP$2.2M1
782Xideas AG$2.2M1
79EXENCIAL WEALTH ADVISORS, LLC$2.1M1
80D. E. Shaw & Co., Inc.$2.1M1
81Vanguard Personalized Indexing Management, LLC$2.1M1
82KEYBANK NATIONAL ASSOCIATION/OH$2.1M1
83FOUNDERS FINANCIAL SECURITIES LLC$2.0M1
841832 Asset Management L.P.$2.0M1
85CHOREO, LLC$2.0M1
86AQR CAPITAL MANAGEMENT LLC$2.0M1
87FACTORY MUTUAL INSURANCE CO$2.0M1
88Altshuler Shaham Ltd$2.0M1
89COMMONWEALTH EQUITY SERVICES, LLC$1.9M1
90HighTower Advisors, LLC$1.9M1
91FIRST TRUST ADVISORS LP$1.9M1
92Atria Investments, Inc$1.7M1
93Pathstone Holdings, LLC$1.6M1
94Archford Capital Strategies, LLC$1.5M1
95PRINCIPAL SECURITIES, INC.$1.5M1
96Laird Norton Wetherby Trust Company, LLC$1.5M1
97HB Wealth Management, LLC$1.4M1
98Corient Private Wealth LLC$1.4M1
99REGIONS FINANCIAL CORP$1.3M1
100OSAIC HOLDINGS, INC.$1.3M1
101Savant Capital, LLC$1.2M1
102MML INVESTORS SERVICES, LLC$1.2M1
103QUADRANT CAPITAL GROUP LLC$1.2M1
104SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.1M1
105EVERGREEN CAPITAL MANAGEMENT LLC$1.1M1
106NewEdge Advisors, LLC$1.1M1
107Western Wealth Management, LLC$1.1M1
108Clearstead Advisors, LLC$1.1M1
109WCG Wealth Advisors LLC$1.0M1
110OLD MISSION CAPITAL LLC$1.0M1
111Sequoia Financial Advisors, LLC$1.0M1
112American Assets Investment Management, LLC$1.0M1
113SIGNATUREFD, LLC$987K1
114DRIVE WEALTH MANAGEMENT, LLC$986K1
115RITHOLTZ WEALTH MANAGEMENT$972K1
116Calamos Advisors LLC$969K1
117Y-Intercept (Hong Kong) Ltd$939K1
118STEPHENS INC /AR/$932K1
119Blue Trust, Inc.$876K1
120IEQ CAPITAL, LLC$838K1
121NewEdge Wealth, LLC$808K1
122Robertson Stephens Wealth Management, LLC$800K1
123BROWN ADVISORY INC$795K1
124GUGGENHEIM CAPITAL LLC$792K1
125Merit Financial Group, LLC$768K1
126WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$750K1
127BAKER TILLY WEALTH MANAGEMENT, LLC$747K1
128GLENMEDE TRUST CO NA$702K1
129MGO ONE SEVEN LLC$699K1
130Future Fund LLC$693K1
131FIDUCIARY TRUST CO$680K1
132Legacy Wealth Asset Management, LLC$680K1
133One Wealth Advisors, LLC$674K1
134Dynasty Wealth Management, LLC$674K1
135M&T BANK CORP$665K1
136Ascent Group, LLC$645K1
137ALLIANCEBERNSTEIN L.P.$643K1
138Vise Technologies, Inc.$627K1
139Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$622K1
140SmartHarvest Portfolios, LLC$618K1
141Lido Advisors, LLC$600K1
142&PARTNERS$597K1
143AXXCESS WEALTH MANAGEMENT, LLC$592K1
144Waverly Advisors, LLC$555K1
145Naviter Wealth, LLC$549K1
146Tempus Wealth Planning, LLC$548K1
147CIBC Asset Management Inc$535K1
148SUMMITRY LLC$530K1
149Keystone Financial Planning, Inc.$526K1
150AIMZ Investment Advisors, LLC$522K1
151BLAIR WILLIAM & CO/IL$515K1
152CAMBIAR INVESTORS LLC$511K1
153PROFUND ADVISORS LLC$506K1
154Compound Planning, Inc.$503K1
155Quadrature Capital Ltd$496K1
156Beacon Pointe Advisors, LLC$485K1
157Graham Capital Management, L.P.$483K1
158WealthTrust Axiom LLC$471K1
159Aaron Wealth Advisors LLC$469K1
160Torrey Growth & Income Advisors$456K1
161Summit Trail Advisors, LLC$451K1
162Heritage Family Offices, LLP$437K1
163Allspring Global Investments Holdings, LLC$435K1
164Ballentine Partners, LLC$433K1
165Central Pacific Bank - Trust Division$430K1
166Kestra Advisory Services, LLC$426K1
167FORTRESS PRIVATE LEDGER, LLC$416K1
168Steward Partners Investment Advisory, LLC$413K1
169ELEVATION POINT WEALTH PARTNERS, LLC$404K1
170First Affirmative Financial Network$401K1
171Rehmann Capital Advisory Group$400K1
172NorthRock Partners, LLC$398K1
173U.S. Capital Wealth Advisors, LLC$394K1
174KING LUTHER CAPITAL MANAGEMENT CORP$393K1
175Aspen Grove Capital, LLC$385K1
176EntryPoint Capital, LLC$379K1
177UNITED CAPITAL FINANCIAL ADVISORS, LLC$378K1
178SANDERS MORRIS HARRIS LLC$360K1
179Kathmere Capital Management, LLC$349K1
180Legacy Capital Wealth Partners, LLC$349K1
181Smartleaf Asset Management LLC$337K1
182INSIGNEO ADVISORY SERVICES, LLC$337K1
183Martin Investment Management, LLC$332K1
184Blueshift Asset Management, LLC$330K1
185Envestnet Portfolio Solutions, Inc.$328K1
186Diversified Trust Co$322K1
187Resonant Capital Advisors, LLC$319K1
188OpenArc Corporate Advisory, LLC$312K1
189Marks Group Wealth Management, Inc$308K1
190Simplicity Wealth,LLC$306K1
191Independent Advisor Alliance$304K1
192Bleakley Financial Group, LLC$300K1
193COLDSTREAM CAPITAL MANAGEMENT INC$298K1
194DEFINED WEALTH MANAGEMENT, LLC$293K1
195Lafayette Investments, Inc.$288K1
196NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$287K1
197Alvarez & Marsal Private Wealth Partners, LLC$285K1
198Dorsey & Whitney Trust CO LLC$281K1
199Concurrent Investment Advisors, LLC$279K1
200Baird Financial Group, Inc.$277K1
201Bridgefront Capital, LLC$275K1
202PATRICK M SWEENEY & ASSOCIATES, INC$269K1
203Seed Wealth Management, Inc.$266K1
204Equitable Holdings, Inc.$254K1
205Haverford Trust Co$245K1
206May Hill Capital, LLC$244K1
207Headlands Technologies LLC$233K1
208EP Wealth Advisors, LLC$226K1
209OneDigital Investment Advisors LLC$225K1
210Fielder Capital Group LLC$225K1
211OPPENHEIMER & CO INC$223K1
212CWM, LLC$223K1
213LIGHTHOUSE FINANCIAL SERVICES INC /ADV$217K1
214Apollon Wealth Management, LLC$213K1
215BAILARD, INC.$210K1
216Ariston Services Group$207K1
217Wallace Capital Management Inc.$202K1
218South Shore Capital Advisors$202K1
219Larry Mathis Financial Planning, LLC$198K1
220MAI Capital Management$197K1
221COMMERCE BANK$197K1
222STATE STREET CORP$196K1
223LEVEL FOUR ADVISORY SERVICES, LLC$194K1
224OLD NATIONAL BANCORP /IN/$194K1
225Ascentis Independent Advisors$191K1
226New Republic Capital, LLC$190K1
227D.A. DAVIDSON & CO.$186K1
228PFG Investments, LLC$185K1
229EWA, LLC$182K1
230Invesco Ltd.$179K1
231Snowden Capital Advisors LLC$175K1
232AE Wealth Management LLC$172K1
233Beacon Financial Strategies CORP$171K1
234Choate Investment Advisors$170K1
235EVOLVE PRIVATE WEALTH, LLC$169K1
236PDS Planning, Inc$167K1
237Quotient Wealth Partners, LLC$164K1
238SEEDS INVESTOR LLC$164K1
239SAGE RHINO CAPITAL LLC$164K1
240GTS SECURITIES LLC$162K1
241Drucker Wealth 3.0, LLC$162K1
242Ameritas Advisory Services, LLC$161K1
243PERSONAL CFO SOLUTIONS, LLC$157K1
244DIMENSION CAPITAL MANAGEMENT LLC$155K1
245Keebeck Wealth Management$154K1
246DIVERSIFY WEALTH MANAGEMENT, LLC$150K1
247SAGESPRING WEALTH PARTNERS, LLC$149K1
248CARDIFF PARK ADVISORS, LLC$149K1
249Frec Markets, Inc.$148K1
250TD Waterhouse Canada Inc.$148K1
251Pitcairn Wealth Advisors LLC$145K1
252FIRST NATIONAL BANK OF OMAHA$143K1
253Allworth Financial LP$143K1
254Hilltop National Bank$139K1
255Checchi Capital Advisers, LLC$139K1
256Federation des caisses Desjardins du Quebec$137K1
257Tanager Wealth Management LLP$136K1
258MOODY NATIONAL BANK TRUST DIVISION$135K1
259Gibbs Wealth Management$134K1
260FLAGSHIP HARBOR ADVISORS, LLC$134K1
261West Family Investments, Inc.$133K1
262UMB Bank, n.a.$133K1
263Composition Wealth, LLC$130K1
264Savvy Advisors, Inc.$130K1
265HORIZON KINETICS ASSET MANAGEMENT LLC$129K1
266Aprio Wealth Management, LLC$129K1
267Moors & Cabot, Inc.$128K1
268Walleye Capital LLC$126K1
269Holistic Financial Partners$126K1
270R Squared Ltd$125K1
271HANCOCK WHITNEY CORP$125K1
272Ballew Advisors, Inc$124K1
273PharVision Advisers, LLC$123K1
274Larson Financial Group LLC$122K1
275Cromwell Holdings LLC$121K1
276Pinnacle Wealth Planning Services, Inc.$120K1
277LAZARD ASSET MANAGEMENT LLC$120K1
278Abel Hall, LLC$119K1
279Cornerstone Wealth Management, LLC$119K1
280PCM Encore, LLC$119K1
281Greenspring Advisors, LLC$118K1
282AlphaCore Capital LLC$117K1
283Perigon Wealth Management, LLC$115K1
284Tepp RIA, LLC$115K1
285Leo Wealth, LLC$113K1
286Stratos Investment Management, LLC$113K1
287Summit Financial, LLC$110K1
288HUB Investment Partners, LLC$109K1
289Atala Financial Inc$109K1
290Scientech Research LLC$104K1
291McAdam, LLC$104K1
292NWF Advisory Services Inc.$102K1
293Modern Wealth Management, LLC$102K1
294Stratos Wealth Partners, LTD.$101K1
295Gryphon Financial Partners LLC$101K1
296B. Riley Wealth Advisors, Inc.$101K1
297Endowment Wealth Management, Inc.$101K1
298VestGen Advisors, LLC$97.8K1
299NATIXIS ADVISORS, LLC$92.1K1
300SALEM INVESTMENT COUNSELORS INC$91.2K1
301Aviso Financial Inc.$84.8K1
302CENTRAL TRUST Co$79.0K1
303Wilmington Savings Fund Society, FSB$75.7K1
304ASSETMARK, INC$65.0K1
305NATIONAL BANK OF CANADA /FI/$60.3K1
306MATHER GROUP, LLC.$56.6K1
307Parkside Financial Bank & Trust$51.8K1
308VAN ECK ASSOCIATES CORP$46.4K1
309FIL Ltd$45.5K1
310Spire Wealth Management$40.2K1
311Atlantic Union Bankshares Corp$37.3K1
312Addison Advisors LLC$36.2K1
313BARRETT & COMPANY, INC.$35.0K1
314Opal Wealth Advisors, LLC$34.3K1
315Owl Creek Wealth Partners LLC$31.2K1
316Grove Bank & Trust$30.1K1
317Annis Gardner Whiting Capital Advisors, LLC$30.1K1
318EFG International AG$29.6K1
319Arax Advisory Partners$29.3K1
320Transamerica Financial Advisors, LLC$28.2K1
321HM PAYSON & CO$24.1K1
322JFS WEALTH ADVISORS, LLC$24.0K1
323EASTERN BANK$22.4K1
324MONTAG A & ASSOCIATES INC$20.0K1
325Measured Wealth Private Client Group, LLC$20.0K1
326West Branch Capital LLC$17.2K1
327JTC Employer Solutions Trustee Ltd$16.1K1
328E Fund Management (Hong Kong) Co., Ltd.$14.0K1
329Costello Asset Management, INC$14.0K1
330Glen Eagle Advisors, LLC$12.9K1
331DEUTSCHE BANK AG\$12.4K1
332Independence Bank of Kentucky$12.3K1
333Signature Equity Partners, LLC$12.0K1
334HRT FINANCIAL LP$11.0K1
335SHP Wealth Management$10.1K1
336Key FInancial Inc$10.0K1
337CALDWELL SUTTER CAPITAL, INC.$9.8K1
338Evelyn Partners Asset Management Ltd$9.7K1
339MV CAPITAL MANAGEMENT, INC.$9.3K1
340Fairman Group, LLC$9.3K1
341WOLFF WIESE MAGANA LLC$9.2K1
342CNB Bank$9.1K1
343GROUP ONE TRADING LLC$9.0K1
344FINANCIAL CONSULATE, INC$8.7K1
345SITTNER & NELSON, LLC$7.8K1
346TOTH FINANCIAL ADVISORY CORP$7.7K1
347Vanguard National Trust Co$7.4K1
348DT Investment Partners, LLC$7.3K1
349Geneos Wealth Management Inc.$7.1K1
350Stone House Investment Management, LLC$6.6K1
351Bell Investment Advisors, Inc$6.6K1
352Physician Wealth Advisors, Inc.$6.4K1
353Cranbrook Wealth Management, LLC$6.4K1
354Financial Perspectives, Inc$6.3K1
355MidFirst Bank$6.0K1
356True Wealth Design, LLC$5.8K1
357ARMSTRONG ADVISORY GROUP, INC$5.4K1
358Destiny Wealth Partners, LLC$5.2K1
359MCF Advisors LLC$4.8K1
360ACADIAN ASSET MANAGEMENT LLC$4.5K1
361Community Financial Services Group, LLC$4.4K1
362GHP Investment Advisors, Inc.$4.4K1
363Cassaday & Co Wealth Management LLC$4.1K1
364BROWN, LISLE/CUMMINGS, INC.$3.9K1
365Retirement Wealth Solutions LLC$3.9K1
366Intentional Wealth Strategies, LLC$3.8K1
367WEBSTER BANK, N. A.$3.5K1
368HighMark Wealth Management LLC$3.5K1
369Quest 10 Wealth Builders, Inc.$3.2K1
370COUNTRY TRUST BANK$3.0K1
371WealthCollab, LLC$3.0K1
372Truvestments Capital LLC$2.9K1
373Beaird Harris Wealth Management, LLC$2.8K1
374Burk Holdings LLC$2.8K1
375Abound Wealth Management$2.6K1
376Asset Dedication, LLC$2.6K1
377Scarborough Advisors, LLC$2.5K1
378Caitong International Asset Management Co., Ltd$2.4K1
379BEACON INVESTMENT ADVISORY SERVICES, INC.$2.3K1
380CVA Family Office, LLC$2.3K1
381Raleigh Capital Management Inc.$2.2K1
382Union Bancaire Privee, UBP SA$2.2K1
383Godfrey Financial Associates, Inc.$2.1K1
384First Pacific Financial$2.0K1
385Harbor Asset Planning, Inc.$2.0K1
386Pacifica Partners Inc.$1.8K1
387NATURAL INVESTMENTS, LLC$1.7K1
388Bank & Trust Co$1.6K1
389Pacific Center for Financial Services$1.4K1
390TD Capital Management LLC$1.4K1
391NFSG Corp$1.3K1
392MBM WEALTH CONSULTANTS, LLC$1.2K1
393Tower Research Capital LLC (TRC)$1.2K1
394PARK AVENUE SECURITIES LLC$1.1K1
395Cherry Tree Wealth Management, LLC$1.1K1
396Medallion Wealth Advisors, LLC$1.1K1
397Pflug Koory, LLC$1.0K1
398Prestige Wealth Management Group LLC$1.0K1
399Meramec Financial Planners, LLC$9681
400Kilter Group LLC$9311
401Financial Network Wealth Advisors LLC$8011
402Manchester Capital Management LLC$7911
403Elevated Capital Advisors, LLC$7811
404WPG Advisers, LLC$7011
405Nvest Wealth Strategies, Inc.$6011
406HHM Wealth Advisors, LLC$5911
407American Capital Advisory, LLC$5611
408PITTENGER & ANDERSON INC$5291
409Prudent Man Investment Management, Inc.$5061
410HOEY INVESTMENTS, INC$4611
411PEAPACK GLADSTONE FINANCIAL CORP$4081
412INGALLS & SNYDER LLC$2421
413THRIVENT FINANCIAL FOR LUTHERANS$2331
414Triumph Capital Management$1801
415POM Investment Strategies, LLC$1001
416Bollard Group LLC$921
417Darwin Wealth Management, LLC$581
418Farmers & Merchants Trust Co of Chambersburg PA$241
419Smithfield Trust Co$171
420VALLEY NATIONAL ADVISERS INC$101
421Financial Connections Group, Inc.$71
422Capital Analysts, LLC$21
423Navigoe, LLC$21
424Avion Wealth$11
425Strategic Wealth Advisors LLC$11
426NOMURA ASSET MANAGEMENT CO LTD$01
427Activest Wealth Management$01
428BANK OF NOVA SCOTIA$01
429HARBOUR INVESTMENTS, INC.$01
430CALTON & ASSOCIATES, INC.$01
431EXCALIBUR MANAGEMENT CORP$01
432Sculptor Capital LP$01
433BALYASNY ASSET MANAGEMENT L.P.$01
434NATIXIS$01
435CIBC Private Wealth Group LLC$01
436BOK Financial Private Wealth, Inc.$01
437Magnetar Financial LLC$01
438NORGES BANK$01
439Keel Point, LLC$01
440J.W. COLE ADVISORS, INC.$01
441GAM Holding AG$01
442TWO SIGMA SECURITIES, LLC$01
443EXCHANGE TRADED CONCEPTS, LLC$01
444Mesirow Financial Investment Management, Inc.$01
445Johnson Financial Group, Inc.$01
446DRW Securities, LLC$01
447TCTC Holdings, LLC$01
448Heathbridge Capital Management Ltd.$01
449Leonteq Securities AG$01
450LMR Partners LLP$01
451Allen Capital Group, LLC$01
452Caprock Group, LLC$01
453Wealthspire Advisors, LLC$01
454Clarius Group, LLC$01
455Schonfeld Strategic Advisors LLC$01
456Garner Asset Management Corp$01
457Lester Murray Antman dba SimplyRich$01
458ExodusPoint Capital Management, LP$01
459Global Retirement Partners, LLC$01
460Farringdon Capital, Ltd.$01
461Laurel Wealth Advisors LLC$01
462Aquatic Capital Management LLC$01
463Procyon Advisors, LLC$01
464Navalign, LLC$01
465Sage Mountain Advisors LLC$01
466West Financial Advisors, LLC$01
467MANE GLOBAL CAPITAL MANAGEMENT LP$01
468Optiver Holding B.V.$01
469TUCKER ASSET MANAGEMENT LLC$01
470Forum Financial Management, LP$01
471SageView Advisory Group, LLC$01
472Cape Investment Advisory, Inc.$01
473Dunhill Financial, LLC$01
474Stephens Consulting, LLC$01
475Bain Capital Public Equity, LP$01
476a16z Perennial Management, L.P.$01
477Sivia Capital Partners, LLC$01
478Prospect Financial Group LLC$01
479IMG Wealth Management, Inc.$01
480Wealth Watch Advisors, INC$01
481MCGUIRE CAPITAL ADVISORS INC$01
Truncated by Public Filings. The published aggregate ranks the top 481 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)−$15.0K to −$1.0K
Filers net (actions)not in build
Filers net ($ 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 HLN

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for HLN · financials and macro

Financials — as filed PLANNED

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