Public record / Tickers / HST

HST — HOST HOTELS & RESORTS, INC.

Both disclosure regimes on one name: who in Congress filed about HST, 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
13
all PTR rows naming HST
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
02-13
filed 2026-02-13
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

Steve Cohen · $15.0K–$50.0K

Sale · traded 2024-12-11 → filed 2025-01-10. Ranked over every HST row by the provable lower bound, never a point estimate.

1 member · 1 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.

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

3 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. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING HST · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning HST
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 01-09 +35d$1K–$15K
2025-06-09Robert P. Bresnahan, Jr. R–PA-8SaleTraded 05-15 +25d$1K–$15K
2025-01-10Steve Cohen D–TN-9SaleTraded 2024-12-11 +30d$15K–$50K
2023-08-13Daniel S. Goldman D–NY-10SaleTraded 07-12 +32d$15K–$50K
2023-08-13Daniel S. Goldman D–NY-10SaleTraded 07-10 +34d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 13 ↗

Members active in HST

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing HST 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-311$1.0K to $15.0K2

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

Congress ↔ notable managers · HST

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 Gotham Asset Management $49.3M held
Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · HOST HOTELS & RESORTS INC

Merged timeline of congressional filings and notable-manager moves on HST
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+594,943 sh

1 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 HST for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.5B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$1.1B1
3VANGUARD CAPITAL MANAGEMENT LLC$827M1
4STATE STREET CORP$822M1
5GEODE CAPITAL MANAGEMENT, LLC$367M1
6Invesco Ltd.$329M1
7BANK OF AMERICA CORP /DE/$249M1
8ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$220M1
9Allianz Asset Management GmbH$215M1
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC$209M1
11DEUTSCHE BANK AG\$205M1
12DIMENSIONAL FUND ADVISORS LP$201M1
13MORGAN STANLEY$195M1
14AQR CAPITAL MANAGEMENT LLC$186M1
15NORTHERN TRUST CORP$172M1
16Daiwa Securities Group Inc.$142M1
17CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$131M1
18CENTERSQUARE INVESTMENT MANAGEMENT LLC$131M1
19HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$117M1
20Bank of New York Mellon Corp$114M1
21PANAGORA ASSET MANAGEMENT INC$91.3M1
22Legal & General Group Plc$89.9M1
23SEI INVESTMENTS CO$83.3M1
24AMERIPRISE FINANCIAL INC$76.0M1
25FRANKLIN RESOURCES INC$71.9M1
26VANGUARD FIDUCIARY TRUST CO$69.8M1
27CI INVESTMENTS INC.$59.6M1
28HSBC HOLDINGS PLC$59.4M1
29UBS Group AG$56.6M1
30Nuveen, LLC$52.7M1
31Sumitomo Mitsui Trust Group, Inc.$52.1M1
32PRUDENTIAL FINANCIAL INC$51.5M1
33Gotham Asset Management, LLC$49.3M1
34APG Asset Management US Inc.$46.2M1
35AMERICAN CENTURY COMPANIES INC$43.5M1
36NATIXIS$43.1M1
37NewEdge Wealth, LLC$41.5M1
38Resolution Capital Ltd$40.2M1
39Holocene Advisors, LP$38.3M1
40Advisors Capital Management, LLC$33.5M1
41CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$28.7M1
42Quantinno Capital Management LP$26.1M1
43Swiss National Bank$26.1M1
44Susquehanna Portfolio Strategies, LLC$26.1M1
45Vanguard Global Advisers, LLC$25.7M1
46Arbejdsmarkedets Tillaegspension$25.6M1
47Woodline Partners LP$25.4M1
48Amundi$25.2M1
49Mitsubishi UFJ Asset Management Co., Ltd.$24.2M1
50CITIGROUP INC$23.1M1
51NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$21.9M1
52CITADEL ADVISORS LLC$21.0M1
53Man Group plc$20.6M1
54Universal- Beteiligungs- und Servicegesellschaft mbH$20.5M1
55PRINCIPAL FINANCIAL GROUP INC$19.8M1
56Asset Management One Co., Ltd.$19.6M1
57Aberdeen Group plc$19.5M1
58ROYAL BANK OF CANADA$19.4M1
59NOMURA ASSET MANAGEMENT CO LTD$19.3M1
60ALLIANCEBERNSTEIN L.P.$19.0M1
61ADAGE CAPITAL PARTNERS GP, L.L.C.$18.6M1
62VICTORY CAPITAL MANAGEMENT INC$18.2M1
63JANE STREET GROUP, LLC$18.0M1
64IEQ CAPITAL, LLC$17.7M1
65FIRST TRUST ADVISORS LP$17.6M1
66RENAISSANCE TECHNOLOGIES LLC$17.5M1
67Hazelview Securities Inc.$17.3M1
68CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$16.9M1
69STATE OF WISCONSIN INVESTMENT BOARD$15.5M1
70Engineers Gate Manager LP$15.4M1
71Apollo Management Holdings, L.P.$15.4M1
72FMR LLC$15.3M1
73BNP Paribas Asset Management Holding S.A.$14.7M1
74MERCER GLOBAL ADVISORS INC /ADV$14.6M1
75MACQUARIE GROUP LTD$14.4M1
76Hudson Bay Capital Management LP$13.5M1
77BAMCO INC /NY/$13.3M1
78STIFEL FINANCIAL CORP$13.1M1
79PFA Pension, Forsikringsaktieselskab$13.1M1
80MILLENNIUM MANAGEMENT LLC$12.9M1
81Candriam S.C.A.$12.8M1
82ENVESTNET ASSET MANAGEMENT INC$12.8M1
83Vanguard Investments Australia, Ltd.$12.0M1
84VANGUARD ASSET MANAGEMENT, Ltd$11.9M1
85Allspring Global Investments Holdings, LLC$11.4M1
86Zurcher Kantonalbank (Zurich Cantonalbank)$10.6M1
87BANK OF MONTREAL /CAN/$10.6M1
88STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$10.2M1
89CAPITOLIS LIQUID GLOBAL MARKETS LLC$10.0M1
90Mariner, LLC$9.9M1
91Retirement Systems of Alabama$9.4M1
92MANUFACTURERS LIFE INSURANCE COMPANY, THE$9.2M1
93GLENMEDE TRUST CO NA$9.0M1
94NEW YORK STATE COMMON RETIREMENT FUND$9.0M1
95COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$8.8M1
96Cerity Partners LLC$8.7M1
97XPONANCE LLC$8.6M1
98BROOKFIELD Corp /ON/$8.4M1
99Squarepoint Ops LLC$8.3M1
100NISA INVESTMENT ADVISORS, LLC$8.2M1
101Robeco Institutional Asset Management B.V.$8.1M1
102NATIONAL BANK OF CANADA /FI/$8.0M1
103Uniplan Investment Counsel, Inc.$7.9M1
104GLOBEFLEX CAPITAL L P$7.8M1
105Chevy Chase Trust Holdings, LLC$7.8M1
106CANADA PENSION PLAN INVESTMENT BOARD$7.7M1
107WELLINGTON MANAGEMENT GROUP LLP$7.4M1
108State of New Jersey Common Pension Fund D$7.4M1
109TWO SIGMA INVESTMENTS, LP$7.4M1
110LAZARD ASSET MANAGEMENT LLC$7.3M1
111Creative Planning$7.3M1
112SummitTX Capital, L.P.$7.2M1
113ExodusPoint Capital Management, LP$7.1M1
114MARTINGALE ASSET MANAGEMENT L P$7.1M1
115Illinois Municipal Retirement Fund$7.0M1
116DUFF & PHELPS INVESTMENT MANAGEMENT CO$6.9M1
117Sophron Capital Management L.P.$6.9M1
118O'SHAUGHNESSY ASSET MANAGEMENT, LLC$6.7M1
119WELLS FARGO & COMPANY/MN$6.6M1
120Vert Asset Management LLC$6.5M1
121CWM, LLC$6.5M1
122TD ASSET MANAGEMENT INC$6.4M1
123CIBC Bancorp USA Inc.$6.2M1
124J. Goldman & Co LP$6.2M1
125Leeward Investments, LLC - MA$5.9M1
126Janus Henderson Group Ltd.$5.9M1
127Mitsubishi UFJ Trust & Banking Corp$5.7M1
128ASSETMARK, INC$5.7M1
129SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.7M1
130Resona Asset Management Co.,Ltd.$5.5M1
131QRG CAPITAL MANAGEMENT, INC.$5.4M1
132APG Asset Management N.V.$5.3M1
133GSI Capital Advisors LLC$5.2M1
134Strategic Global Advisors, LLC$5.2M1
135Hillsdale Investment Management Inc.$5.2M1
136Verition Fund Management LLC$5.1M1
137Graham Capital Management, L.P.$4.9M1
138WOLVERINE ASSET MANAGEMENT LLC$4.8M1
139NEOS Investment Management LLC$4.6M1
140UniSuper Management Pty Ltd$4.5M1
141LPL Financial LLC$4.3M1
142WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.3M1
143Focus Partners Wealth$4.3M1
144VOYA INVESTMENT MANAGEMENT LLC$4.1M1
145Ensign Peak Advisors, Inc$4.0M1
146SIGNATUREFD, LLC$3.9M1
147RITHOLTZ WEALTH MANAGEMENT$3.8M1
148PICTON MAHONEY ASSET MANAGEMENT$3.8M1
149LITTLE HOUSE CAPITAL LLC$3.6M1
150KLP KAPITALFORVALTNING AS$3.6M1
151TORONTO DOMINION BANK$3.6M1
152Arizona State Retirement System$3.6M1
153ProShare Advisors LLC$3.6M1
154Taproot Management LP$3.6M1
155PUBLIC SECTOR PENSION INVESTMENT BOARD$3.5M1
156Metis Global Partners, LLC$3.4M1
157KENNEDY CAPITAL MANAGEMENT LLC$3.4M1
158Ethic Inc.$3.4M1
159Dana Investment Advisors, Inc.$3.3M1
160Czech National Bank$3.3M1
161CIBC WORLD MARKET INC.$3.3M1
162Sumitomo Mitsui DS Asset Management Company, Ltd$3.3M1
163NEW YORK LIFE INVESTMENT MANAGEMENT LLC$3.3M1
164NewEdge Advisors, LLC$3.2M1
165BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$3.1M1
166Machina Capital S.A.S.$3.0M1
167CAISSE DES DEPOTS ET CONSIGNATIONS$3.0M1
168Paloma Partners Management Co$3.0M1
169Pictet Asset Management Holding SA$3.0M1
170TEACHER RETIREMENT SYSTEM OF TEXAS$2.8M1
171Mirae Asset Global Investments Co., Ltd.$2.8M1
172Corient Private Wealth LLC$2.8M1
173CIBC Asset Management Inc$2.8M1
174Bridgefront Capital, LLC$2.8M1
175Abundance Wealth Counselors$2.7M1
176Federation des caisses Desjardins du Quebec$2.6M1
177Cetera Investment Advisers$2.5M1
178Oak Thistle LLC$2.5M1
179GUGGENHEIM CAPITAL LLC$2.5M1
180LECAP ASSET MANAGEMENT LTD$2.5M1
181RAYMOND JAMES FINANCIAL INC$2.5M1
182FIL Ltd$2.5M1
183Y-Intercept (Hong Kong) Ltd$2.5M1
184D. E. Shaw & Co., Inc.$2.4M1
185XTX Topco Ltd$2.4M1
186GeoWealth Management, LLC$2.4M1
187MYDA Advisors LLC$2.3M1
188Brevan Howard Capital Management LP$2.3M1
189CWA Asset Management Group, LLC$2.3M1
190Aurora Investment Counsel$2.2M1
191Sterling Capital Management LLC$2.2M1
192SCHRODER INVESTMENT MANAGEMENT GROUP$2.2M1
193Kestra Advisory Services, LLC$2.2M1
194Inspire Investing, LLC$2.2M1
195Vident Advisory, LLC$2.2M1
196IFM Investors Pty Ltd$2.2M1
197New Age Alpha Advisors, LLC$2.1M1
198Utah Retirement Systems$2.1M1
199MACKENZIE FINANCIAL CORP$2.1M1
200Summit Trail Advisors, LLC$2.1M1
201Paralel Advisors LLC$2.0M1
202NISSAY ASSET MANAGEMENT CORP /JAPAN$2.0M1
203Diversified Trust Co$1.9M1
204WINTON GROUP Ltd$1.9M1
205CREDIT AGRICOLE S A$1.9M1
206MML INVESTORS SERVICES, LLC$1.9M1
207D.A. DAVIDSON & CO.$1.8M1
208Eurizon Capital SGR S.p.A.$1.8M1
209Diversify Advisory Services, LLC$1.8M1
210M&T BANK CORP$1.7M1
211MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.7M1
212PRUDENTIAL PLC$1.7M1
213DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$1.6M1
214NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.6M1
215ING GROEP NV$1.6M1
216Generali Investments CEE, investicni spolecnost, a.s.$1.6M1
217EVERETT HARRIS & CO /CA/$1.5M1
218Truvestments Capital LLC$1.5M1
219STOREBRAND ASSET MANAGEMENT AS$1.5M1
220Magnetar Financial LLC$1.5M1
221Meridian Financial Partners LLC$1.5M1
222Convergence Investment Partners, LLC$1.4M1
223Tower Research Capital LLC (TRC)$1.4M1
224INTECH INVESTMENT MANAGEMENT LLC$1.4M1
225OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.4M1
226SEB Asset Management AB$1.4M1
227Vanguard Personalized Indexing Management, LLC$1.4M1
228JT Stratford LLC$1.4M1
229MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.3M1
230Norinchukin Bank, The$1.3M1
231Harvest Portfolios Group Inc.$1.3M1
232Edgestream Partners, L.P.$1.2M1
233OPPENHEIMER ASSET MANAGEMENT INC.$1.2M1
234Merit Financial Group, LLC$1.2M1
235Rafferty Asset Management, LLC$1.2M1
236Investors Research Corp$1.2M1
237DIVERSIFY WEALTH MANAGEMENT, LLC$1.2M1
238Rakuten Investment Management, Inc.$1.2M1
239Swiss Life Asset Management Ltd$1.2M1
240Pathstone Holdings, LLC$1.2M1
241LBP AM SA$1.2M1
242Measured Wealth Private Client Group, LLC$1.1M1
243AIGEN INVESTMENT MANAGEMENT, LP$1.1M1
244Sanctuary Advisors, LLC$1.1M1
245Moran Wealth Management, LLC$1.1M1
246BOOTHBAY FUND MANAGEMENT, LLC$1.1M1
247FIFTH THIRD BANCORP$1.1M1
248COHEN & STEERS, INC.$1.1M1
249AFFINITY INVESTMENT ADVISORS, LLC$1.1M1
250Clearstead Advisors, LLC$1.0M1
251Forvis Mazars Wealth Advisors, LLC$1.0M1
252Orion Porfolio Solutions, LLC$1.0M1
253Perbak Capital Partners LLP$995K1
254Callan Family Office, LLC$994K1
255KESTRA PRIVATE WEALTH SERVICES, LLC$977K1
256DRW Securities, LLC$974K1
257GROUPAMA ASSET MANAGMENT$915K1
258Impact Partnership Wealth, LLC$890K1
259Frank, Rimerman Advisors LLC$887K1
260SteelPeak Wealth, LLC$864K1
261Investment Research Partners LLC$852K1
262GREENLEAF TRUST$832K1
263Baader Bank Aktiengesellschaft$831K1
264Sivia Capital Partners, LLC$830K1
265Caprock Group, LLC$825K1
266Chicago Partners Investment Group LLC$811K1
267Focus Partners Advisor Solutions, LLC$769K1
268QUADRANT CAPITAL GROUP LLC$768K1
269Polymer Capital Management (US) LLC$750K1
270Summit Financial, LLC$744K1
271Patten Group, Inc.$743K1
272MIZUHO SECURITIES USA LLC$741K1
273COMMERCE BANK$736K1
274Dynamic Technology Lab Private Ltd$736K1
275Private Advisor Group, LLC$734K1
276Camelot Portfolios, LLC$729K1
277Sequoia Financial Advisors, LLC$708K1
278COMMONWEALTH EQUITY SERVICES, LLC$706K1
279DnB Asset Management AS$692K1
280Bank Julius Baer & Co. Ltd, Zurich$686K1
281EntryPoint Capital, LLC$670K1
282Frec Markets, Inc.$667K1
283SIGNET FINANCIAL MANAGEMENT, LLC$666K1
284Gilman Hill Asset Management, LLC$663K1
285EP Wealth Advisors, LLC$661K1
286WRIGHT INVESTORS SERVICE INC$644K1
287DoubleLine ETF Adviser LP$637K1
288Wealthfront Advisers LLC$630K1
289US BANCORP \DE\$628K1
290UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$626K1
291Tidal Investments LLC$625K1
292HB Wealth Management, LLC$624K1
293Maryland State Retirement & Pension System$624K1
294Fieldview Capital Management, LLC$624K1
295SIMPLEX TRADING, LLC$624K1
296GATEWAY INVESTMENT ADVISERS LLC$624K1
297Qtron Investments LLC$622K1
298HighTower Advisors, LLC$620K1
299PERSONAL CFO SOLUTIONS, LLC$608K1
300Groupe la Francaise$606K1
301Crossmark Global Holdings, Inc.$604K1
302EVOLVE PRIVATE WEALTH, LLC$598K1
303Baker Ellis Asset Management LLC$594K1
304UNITED CAPITAL FINANCIAL ADVISORS, LLC$591K1
305INVESTED ADVISORS$583K1
306TWIN CAPITAL MANAGEMENT INC$572K1
307FEDERATED HERMES, INC.$566K1
308MCGUIRE CAPITAL ADVISORS INC$561K1
309Eagle Strategies LLC$555K1
310JAMISON PRIVATE WEALTH MANAGEMENT, INC.$546K1
311BANK OF NOVA SCOTIA$540K1
312DAVENPORT & Co LLC$524K1
313HIGHLAND CAPITAL MANAGEMENT, LLC$508K1
314MUFG Securities EMEA plc$503K1
315Waverly Advisors, LLC$492K1
316Resonant Capital Advisors, LLC$489K1
317Empowered Funds, LLC$486K1
318Curi Capital, LLC$486K1
319Krilogy Financial LLC$485K1
320OMERS ADMINISTRATION Corp$484K1
321INCEPTIONR LLC$472K1
322Cinctive Capital Management LP$468K1
323OSAIC HOLDINGS, INC.$468K1
324WADDELL & ASSOCIATES, LLC$465K1
325NorthCrest Asset Manangement, LLC$456K1
326Wealthspire Advisors, LLC$450K1
327Blackhawk Capital Partners, LLC$447K1
328KEYBANK NATIONAL ASSOCIATION/OH$430K1
329State of Wyoming$419K1
330Compound Planning, Inc.$416K1
331Baker Avenue Asset Management, LP$408K1
332Brooklyn Investment Group$406K1
333Pallas Capital Advisors LLC$402K1
334NOMURA HOLDINGS INC$400K1
335NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$392K1
336Envestnet Portfolio Solutions, Inc.$392K1
337Bull Harbor Capital LLC$391K1
338WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$391K1
339North Dakota State Investment Board$384K1
340Cassaday & Co Wealth Management LLC$376K1
341TRUIST FINANCIAL CORP$375K1
342Allworth Financial LP$370K1
343Lighthouse Investment Partners, LLC$368K1
344Sage Capital Management, LLC$367K1
345MMA ASSET MANAGEMENT LLC$360K1
346Naviter Wealth, LLC$340K1
347JACKSON THORNTON WEALTH MANAGEMENT, LLC$339K1
348MUFG SECURITIES AMERICAS INC.$339K1
349PRINCIPAL SECURITIES, INC.$336K1
350SECURIAN ASSET MANAGEMENT, INC$331K1
351Lombard Odier Asset Management (USA) Corp$326K1
352CHOREO, LLC$324K1
353Impact Investors, Inc$322K1
354Adams Wealth Management$322K1
355CacheTech Inc.$322K1
356GTS SECURITIES LLC$321K1
357MAI Capital Management$308K1
358Bleakley Financial Group, LLC$307K1
359Cresset Asset Management, LLC$306K1
360Vise Technologies, Inc.$306K1
361MGO ONE SEVEN LLC$303K1
362VestGen Advisors, LLC$298K1
363ASSOCIATED BANC-CORP$286K1
364Rockefeller Capital Management L.P.$283K1
365COLDSTREAM CAPITAL MANAGEMENT INC$281K1
366Whalen Wealth Management Inc.$275K1
367KINTRA WEALTH, LLC$268K1
368Advisors Asset Management, Inc.$266K1
369&PARTNERS$262K1
370PATTON FUND MANAGEMENT, INC.$258K1
371Corecam AG$258K1
372QTR Family Wealth, LLC$253K1
373Caerus Investment Advisors, LLC$250K1
374JOURNEY STRATEGIC WEALTH LLC$248K1
375VOLORIDGE INVESTMENT MANAGEMENT, LLC$245K1
376Ballentine Partners, LLC$245K1
377Paragon Capital Management Ltd$244K1
378Cetera Trust Company, N.A$243K1
379Grantham, Mayo, Van Otterloo & Co. LLC$242K1
380LVW Advisors, LLC$238K1
381TEMA ETFS LLC$233K1
382Kera Capital Partners, Inc.$233K1
383NICOLET BANKSHARES INC$232K1
384Aprio Wealth Management, LLC$229K1
385EVOKE WEALTH, LLC$228K1
386BROWN ADVISORY INC$228K1
387Checchi Capital Advisers, LLC$226K1
388LDR Capital Management LLC$221K1
389Samalin Investment Counsel, LLC$219K1
390Bright Futures Wealth Management, LLC.$218K1
391Franchise GP Ltd$218K1
392Bank OZK$215K1
393Parcion Private Wealth LLC$214K1
394Savant Capital, LLC$207K1
395Vanderbilt University$206K1
396Bayforest Capital Ltd$206K1
397Lifeworks Advisors, LLC$204K1
398MASTERINVEST Kapitalanlage GmbH$203K1
399Vestmark Advisory Solutions, Inc.$201K1
400Optas, LLC$200K1
401PCM Encore, LLC$200K1
402Snowden Capital Advisors LLC$199K1
403LSV ASSET MANAGEMENT$198K1
404Lido Advisors, LLC$195K1
405Rothschild Wealth LLC$193K1
406Krane Funds Advisors LLC$192K1
407HANOVER ADVISORS INC$192K1
408Virtus Investment Advisers, LLC$188K1
409Steward Partners Investment Advisory, LLC$150K1
410EXCHANGE TRADED CONCEPTS, LLC$143K1
411Muzinich & Co., Inc.$134K1
412Arax Advisory Partners$127K1
413MOTCO$115K1
414Ameritas Investment Partners, Inc.$112K1
415JONES FINANCIAL COMPANIES LLLP$111K1
416Quarry LP$105K1
417DANSKE BANK A/S$103K1
418Friedenthal Financial$98.2K1
419CENTRAL TRUST Co$96.7K1
420Blue Trust, Inc.$87.3K1
421Manchester Capital Management LLC$86.0K1
422UMB Bank, n.a.$85.1K1
423Parkside Financial Bank & Trust$82.4K1
424CONTRAVISORY INVESTMENT MANAGEMENT, INC.$80.6K1
425True Wealth Design, LLC$65.3K1
426ACADIAN ASSET MANAGEMENT LLC$58.2K1
427Deseret Mutual Benefit Administrators$54.1K1
428Central Pacific Bank - Trust Division$52.7K1
429Cromwell Holdings LLC$46.9K1
430Hickory Point Bank & Trust$45.9K1
431MATHER GROUP, LLC.$44.6K1
432Leonteq Securities AG$43.7K1
433MRP Capital Investments, LLC$41.2K1
434KBC Group NV$40.1K1
435CYBER HORNET ETFs LLC$33.6K1
436SJS Investment Consulting Inc.$31.3K1
437Global X Japan Co., Ltd.$30.8K1
438Larson Financial Group LLC$25.6K1
439Pinnacle Wealth Planning Services, Inc.$24.4K1
440CANADA LIFE ASSURANCE Co$24.3K1
441Smartleaf Asset Management LLC$21.9K1
442THRIVENT FINANCIAL FOR LUTHERANS$21.5K1
443FINANCIAL CONSULATE, INC$21.0K1
444ARMSTRONG ADVISORY GROUP, INC$19.4K1
445DecisionPoint Financial, LLC$17.9K1
446Activest Wealth Management$16.7K1
447HRT FINANCIAL LP$15.5K1
448INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$15.2K1
449ALGERT GLOBAL LLC$15.1K1
450NATIXIS ADVISORS, LLC$13.3K1
451DekaBank Deutsche Girozentrale$11.3K1
452H/2 CREDIT MANAGER LP$11.2K1
453Triumph Capital Management$10.7K1
454FARMERS & MERCHANTS INVESTMENTS INC$10.2K1
455JPL Wealth Management, LLC$9.8K1
456Atlantic Edge Private Wealth Management, LLC$9.6K1
457Westfuller Advisors, LLC$9.4K1
458Ritter Daniher Financial Advisory LLC / DE$8.9K1
459PFS Partners, LLC$8.6K1
460Sachetta, LLC$7.9K1
461State of Alaska, Department of Revenue$7.8K1
462WPG Advisers, LLC$7.5K1
463Clearstead Trust, LLC$7.5K1
464DELTA ASSET MANAGEMENT LLC/TN$7.3K1
465TD Waterhouse Canada Inc.$7.1K1
466Intentional Wealth Strategies, LLC$6.4K1
467Wilmington Savings Fund Society, FSB$6.1K1
468Treasurer of the State of North Carolina$5.6K1
469Retirement Wealth Solutions LLC$5.5K1
470POM Investment Strategies, LLC$5.2K1
471IMG Wealth Management, Inc.$4.6K1
472Vestcor Inc$3.9K1
473VAN ECK ASSOCIATES CORP$3.7K1
474Signature Equity Partners, LLC$3.7K1
475Transamerica Financial Advisors, LLC$3.5K1
476Physician Wealth Advisors, Inc.$3.2K1
477Bell Investment Advisors, Inc$3.1K1
478Prestige Wealth Management Group LLC$2.5K1
479Ilmarinen Mutual Pension Insurance Co$2.2K1
480Fairman Group, LLC$2.1K1
481Community Financial Services Group, LLC$2.1K1
482SouthState Bank Corp$2.0K1
483SUMMIT SECURITIES GROUP LLC$2.0K1
484MV CAPITAL MANAGEMENT, INC.$2.0K1
485Annis Gardner Whiting Capital Advisors, LLC$2.0K1
486Grove Bank & Trust$2.0K1
487Sunrise Financial Services, LLC$1.9K1
488BARRETT & COMPANY, INC.$1.9K1
489GHP Investment Advisors, Inc.$1.9K1
490Frazier Financial Advisors, LLC$1.9K1
491JNBA Financial Advisors$1.8K1
492Burk Holdings LLC$1.8K1
493Synergy Investment Management, LLC$1.7K1
494Kilter Group LLC$1.7K1
495Dogwood Wealth Management LLC$1.7K1
496SHP Wealth Management$1.7K1
497Arlington Trust Co LLC$1.6K1
498Capital Analysts, LLC$1.5K1
499TFC Financial Management, Inc.$1.3K1
500Medallion Wealth Advisors, LLC$1.3K1
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)1 buy / 0 sell
Congress net ($ bound)$1.0K 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 HST

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for HST · financials and macro

Financials — as filed PLANNED

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