Public record / Tickers / HWM

HWM — Howmet Aerospace Inc.

Both disclosure regimes on one name: who in Congress filed about HWM, 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
15
all PTR rows naming HWM
Members · 12m
3
2 buys · 5 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
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

Ashley Moody · $50.0K–$100K

Purchase · traded 2025-01-22 → filed 2025-02-21. Ranked over every HWM row by the provable lower bound, never a point estimate.

3 members · 2 buys / 5 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

12 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. 12 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING HWM · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning HWM
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-02-12Byron Donalds R–FL-19Sale · partial (partial sale)Traded 01-08 +35d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-30 +22d$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 15 ↗

Members active in HWM

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing HWM 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.
Byron Donalds R–FL-193−$45.0K to −$3.0K2
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2

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

Congress ↔ notable managers · HWM

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

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
0

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

Notable managers · quarter ended 2026-03-31

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

Merged timeline of congressional filings and notable-manager moves on HWM
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Tudor Investment Corp 13Fadd+100,906 sh
2026-05-15Gotham Asset Management 13Ftrim−2,592 sh
2026-05-15Bridgewater Associates 13Ftrim−42,167 sh
2026-05-14Caxton Associates 13Fadd+2,458 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 HWM for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$11.1B1
2VANGUARD CAPITAL MANAGEMENT LLC$6.0B1
3JPMORGAN CHASE & CO$4.7B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$4.3B1
5STATE STREET CORP$4.2B1
6FMR LLC$3.6B1
7GEODE CAPITAL MANAGEMENT, LLC$2.7B1
8BANK OF AMERICA CORP /DE/$2.5B1
9MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.8B1
10Janus Henderson Group Ltd.$1.8B1
11Invesco Ltd.$1.7B1
12MORGAN STANLEY$1.4B1
13KENSICO CAPITAL MANAGEMENT CORP$1.2B1
14Nuveen, LLC$1.2B1
15Bank of New York Mellon Corp$923M1
16NORTHERN TRUST CORP$856M1
17AMERICAN CENTURY COMPANIES INC$829M1
18UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$655M1
19Capital Research Global Investors$599M1
20AMERIPRISE FINANCIAL INC$592M1
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC$570M1
22VANGUARD FIDUCIARY TRUST CO$533M1
23WESTFIELD CAPITAL MANAGEMENT CO LP$528M1
24Legal & General Group Plc$514M1
25NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$511M1
26Amundi$504M1
27SCHRODER INVESTMENT MANAGEMENT GROUP$503M1
28TD ASSET MANAGEMENT INC$493M1
29FEDERATED HERMES, INC.$433M1
30UBS Group AG$428M1
31CIBC Bancorp USA Inc.$425M1
32MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$408M1
33DEUTSCHE BANK AG\$361M1
34FRANKLIN RESOURCES INC$346M1
35Winslow Capital Management, LLC$343M1
36MILLENNIUM MANAGEMENT LLC$319M1
37DIMENSIONAL FUND ADVISORS LP$302M1
38VOYA INVESTMENT MANAGEMENT LLC$300M1
39JANE STREET GROUP, LLC$289M1
40Boston Partners$288M1
41ROYAL BANK OF CANADA$276M1
42Swiss National Bank$258M1
43AustralianSuper Pty Ltd$254M1
44National Pension Service$247M1
45WELLINGTON MANAGEMENT GROUP LLP$242M1
46CITADEL ADVISORS LLC$235M1
47DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$233M1
48AQR CAPITAL MANAGEMENT LLC$216M1
49CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$216M1
50NORDEA INVESTMENT MANAGEMENT AB$213M1
51Mitsubishi UFJ Asset Management Co., Ltd.$204M1
52Vanguard Global Advisers, LLC$203M1
53Clearbridge Investments, LLC$203M1
54Sumitomo Mitsui Trust Group, Inc.$193M1
55RAYMOND JAMES FINANCIAL INC$186M1
56CONGRESS ASSET MANAGEMENT CO$184M1
57DSM CAPITAL PARTNERS LLC$177M1
58CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$176M1
59BARCLAYS PLC$175M1
60SEI INVESTMENTS CO$173M1
61WORLDQUANT MILLENNIUM ADVISORS LLC$170M1
62AGF MANAGEMENT LTD$165M1
63WELLS FARGO & COMPANY/MN$164M1
64CITIGROUP INC$158M1
65HSBC HOLDINGS PLC$158M1
66VANGUARD ASSET MANAGEMENT, Ltd$153M1
67ENVESTNET ASSET MANAGEMENT INC$151M1
68Qube Research & Technologies Ltd$148M1
69BALYASNY ASSET MANAGEMENT L.P.$147M1
70Assenagon Asset Management S.A.$137M1
71PRUDENTIAL FINANCIAL INC$135M1
72Neuberger Berman Group LLC$132M1
73PRINCIPAL FINANCIAL GROUP INC$116M1
74Quantinno Capital Management LP$116M1
75AXIOM INVESTORS LLC /DE$115M1
76TWO SIGMA INVESTMENTS, LP$111M1
77DANSKE BANK A/S$111M1
78Allspring Global Investments Holdings, LLC$109M1
79STOREBRAND ASSET MANAGEMENT AS$109M1
80FIRST TRUST ADVISORS LP$106M1
81Squarepoint Ops LLC$103M1
82MENORA MIVTACHIM HOLDINGS LTD.$102M1
83Universal- Beteiligungs- und Servicegesellschaft mbH$100.0M1
84RENAISSANCE TECHNOLOGIES LLC$99.0M1
85BANK OF MONTREAL /CAN/$98.0M1
86Hardman Johnston Global Advisors LLC$96.8M1
87PFA Pension, Forsikringsaktieselskab$95.6M1
88Retirement Systems of Alabama$94.6M1
89PANAGORA ASSET MANAGEMENT INC$94.5M1
90ALLIANCEBERNSTEIN L.P.$94.1M1
91TD Waterhouse Canada Inc.$93.1M1
92LPL Financial LLC$91.1M1
93Swedbank AB$84.8M1
94Aberdeen Group plc$84.1M1
95Zurcher Kantonalbank (Zurich Cantonalbank)$84.0M1
96Munro Partners$82.6M1
97TREMBLANT CAPITAL GROUP$81.6M1
98Robeco Institutional Asset Management B.V.$81.4M1
99STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$80.2M1
100VOLORIDGE INVESTMENT MANAGEMENT, LLC$78.1M1
101AVIVA PLC$77.2M1
102Ensign Peak Advisors, Inc$76.1M1
103Man Group plc$74.8M1
104STIFEL FINANCIAL CORP$72.8M1
105Korea Investment CORP$72.6M1
106VICTORY CAPITAL MANAGEMENT INC$64.7M1
107ADAGE CAPITAL PARTNERS GP, L.L.C.$64.4M1
108Bank Julius Baer & Co. Ltd, Zurich$64.1M1
109KLP KAPITALFORVALTNING AS$61.7M1
110NATIONAL BANK OF CANADA /FI/$60.9M1
111Federation des caisses Desjardins du Quebec$59.5M1
112Mitsubishi UFJ Trust & Banking Corp$55.9M1
113ROYAL LONDON ASSET MANAGEMENT LTD$55.4M1
114VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$53.6M1
115Jain Global LLC$53.5M1
116Pictet Asset Management Holding SA$53.0M1
117TUDOR INVESTMENT CORP ET AL$52.0M1
118STATE OF WISCONSIN INVESTMENT BOARD$51.9M1
119WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$51.9M1
120Banque Transatlantique SA$51.1M1
121Gotham Asset Management, LLC$50.0M1
122CI INVESTMENTS INC.$50.0M1
123NEW YORK STATE COMMON RETIREMENT FUND$49.8M1
124MANUFACTURERS LIFE INSURANCE COMPANY, THE$49.5M1
125BRAUN STACEY ASSOCIATES INC$47.5M1
126BANK OF NOVA SCOTIA$47.4M1
127MACKENZIE FINANCIAL CORP$47.2M1
128Asset Management One Co., Ltd.$46.3M1
129CANADA PENSION PLAN INVESTMENT BOARD$46.2M1
130Vinva Investment Management Ltd$45.7M1
131Chevy Chase Trust Holdings, LLC$45.5M1
132COOKSON PEIRCE & CO INC$45.1M1
133APG Asset Management N.V.$44.4M1
134Walleye Capital LLC$43.8M1
135Freestone Grove Partners LP$42.9M1
136ZACKS INVESTMENT MANAGEMENT$42.8M1
137OSAIC HOLDINGS, INC.$41.6M1
138Vanguard Investments Australia, Ltd.$41.0M1
139JUPITER ASSET MANAGEMENT LTD$41.0M1
140Investment Management Corp of Ontario$40.0M1
141B. Metzler seel. Sohn & Co. AG$39.1M1
142DnB Asset Management AS$38.7M1
143Aware Super Pty Ltd as trustee of Aware Super$38.1M1
144Moran Wealth Management, LLC$36.4M1
145NOMURA ASSET MANAGEMENT CO LTD$35.6M1
146CREDIT AGRICOLE S A$34.7M1
147Swiss Life Asset Management Ltd$34.6M1
148INTECH INVESTMENT MANAGEMENT LLC$34.6M1
149Stratos Wealth Partners, LTD.$34.5M1
150Groupe la Francaise$34.5M1
151Artisan Partners Limited Partnership$34.3M1
152Trexquant Investment LP$33.9M1
153Covea Finance$31.3M1
154COMMONWEALTH EQUITY SERVICES, LLC$31.0M1
155BNP Paribas Asset Management Holding S.A.$30.3M1
156PICTON MAHONEY ASSET MANAGEMENT$30.1M1
157State of New Jersey Common Pension Fund D$30.1M1
158FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$30.0M1
159PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$29.9M1
160FULTON BREAKEFIELD BROENNIMAN LLC$29.2M1
161ODDO BHF ASSET MANAGEMENT SAS$29.1M1
162Cetera Investment Advisers$28.9M1
163Mirae Asset Global Investments Co., Ltd.$28.8M1
164D. E. Shaw & Co., Inc.$27.5M1
165TORONTO DOMINION BANK$27.3M1
166South Street Advisors LLC$27.3M1
167Resona Asset Management Co.,Ltd.$27.2M1
168Tredje AP-fonden$26.3M1
169XPONANCE LLC$26.2M1
170NATIXIS$26.1M1
171Holocene Advisors, LP$25.9M1
172MetLife Investment Management, LLC$25.8M1
173Allianz Asset Management GmbH$25.3M1
174Czech National Bank$25.2M1
175Creative Planning$24.9M1
176Arbejdsmarkedets Tillaegspension$24.4M1
177STATE OF MICHIGAN RETIREMENT SYSTEM$24.1M1
178Arizona State Retirement System$24.1M1
179Corient Private Wealth LLC$24.1M1
180BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$22.2M1
181CIBC Asset Management Inc$22.1M1
182COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$21.5M1
183Wealthfront Advisers LLC$21.3M1
184Cerity Partners LLC$21.2M1
185ASR Vermogensbeheer N.V.$21.1M1
186FIFTH THIRD BANCORP$21.0M1
187Varma Mutual Pension Insurance Co$20.5M1
188NISA INVESTMENT ADVISORS, LLC$20.3M1
189NorthCoast Asset Management LLC$19.8M1
190Empowered Funds, LLC$19.7M1
191BLAIR WILLIAM & CO/IL$19.6M1
192Rafferty Asset Management, LLC$19.6M1
193O'SHAUGHNESSY ASSET MANAGEMENT, LLC$19.6M1
194Night Owl Capital Management, LLC$18.9M1
195OPPENHEIMER ASSET MANAGEMENT INC.$18.8M1
196Baird Financial Group, Inc.$18.0M1
197IFM Investors Pty Ltd$17.8M1
198USS Investment Management Ltd$17.3M1
199Alberta Investment Management Corp$17.3M1
200MML INVESTORS SERVICES, LLC$17.3M1
201Advisors Asset Management, Inc.$17.1M1
202PRUDENTIAL PLC$17.0M1
203LBP AM SA$16.8M1
204NAVELLIER & ASSOCIATES INC$16.8M1
205SUSQUEHANNA INTERNATIONAL GROUP, LLP$16.7M1
206Silvant Capital Management LLC$16.7M1
207Engineers Gate Manager LP$16.7M1
208DNCA FINANCE$16.5M1
209Mariner, LLC$16.4M1
210Daiwa Securities Group Inc.$16.2M1
211FIL Ltd$16.2M1
212KINGDON CAPITAL MANAGEMENT, L.L.C.$16.1M1
213TEACHER RETIREMENT SYSTEM OF TEXAS$16.0M1
214Rockefeller Capital Management L.P.$15.8M1
215PUBLIC SECTOR PENSION INVESTMENT BOARD$15.4M1
216Sumitomo Mitsui DS Asset Management Company, Ltd$15.3M1
217ProShare Advisors LLC$15.1M1
218Dakota Wealth Management$15.1M1
219Utah Retirement Systems$15.0M1
220SEB Asset Management AB$15.0M1
221NewEdge Advisors, LLC$14.9M1
222Renaissance Investment Group LLC$14.8M1
223Vontobel Holding Ltd.$14.7M1
224ITHAKA GROUP LLC$14.6M1
225Vident Advisory, LLC$14.1M1
226ING GROEP NV$14.0M1
227QRG CAPITAL MANAGEMENT, INC.$13.8M1
228MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$13.8M1
229NEW YORK LIFE INVESTMENT MANAGEMENT LLC$13.8M1
230TRUIST FINANCIAL CORP$13.7M1
231HighTower Advisors, LLC$13.7M1
232Woodline Partners LP$13.4M1
233Kestra Advisory Services, LLC$13.3M1
234NEOS Investment Management LLC$13.2M1
235Rakuten Investment Management, Inc.$13.1M1
236BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$13.0M1
237Focus Partners Wealth$12.7M1
238Transamerica Financial Advisors, LLC$12.7M1
239Vanguard Personalized Indexing Management, LLC$12.6M1
240Andra AP-fonden$12.5M1
241KADENSA CAPITAL Ltd$12.4M1
242GLENMEDE TRUST CO NA$12.2M1
243Y-Intercept (Hong Kong) Ltd$12.1M1
244Indivisible Partners$12.1M1
245NISSAY ASSET MANAGEMENT CORP /JAPAN$11.7M1
246Verition Fund Management LLC$11.6M1
247MARIETTA INVESTMENT PARTNERS LLC$11.5M1
248Pathstone Holdings, LLC$11.5M1
249BURNEY CO/$11.5M1
250BAROMETER CAPITAL MANAGEMENT INC.$11.4M1
251Qsemble Capital Management, LP$11.3M1
252WINTON GROUP Ltd$11.2M1
253Covenant Asset Management, LLC$11.2M1
254Generali Asset Management SPA SGR$11.0M1
2551832 Asset Management L.P.$10.9M1
256Dilation Capital Management LP$10.8M1
257OAK RIDGE INVESTMENTS LLC$10.8M1
258MACQUARIE GROUP LTD$10.7M1
259M&T BANK CORP$10.6M1
260OREGON PUBLIC EMPLOYEES RETIREMENT FUND$10.6M1
261CONTRAVISORY INVESTMENT MANAGEMENT, INC.$10.5M1
262IEQ CAPITAL, LLC$10.5M1
263CWM, LLC$10.4M1
264CHAPIN DAVIS, INC.$10.4M1
265Ethic Inc.$10.1M1
266NatWest Group plc$10.0M1
267SAPIENT CAPITAL LLC$10.0M1
268KIDS CAPITAL MANAGEMENT, L.P.$9.9M1
269Danica Pension, Livsforsikringsaktieselskab$9.9M1
270Candriam S.C.A.$9.8M1
271Dai-ichi Life Insurance Company, Ltd$9.8M1
272Lido Advisors, LLC$9.7M1
273YOUSIF CAPITAL MANAGEMENT, LLC$9.6M1
274Senator Investment Group LP$9.6M1
275OpenArc Corporate Advisory, LLC$9.3M1
276NewEdge Wealth, LLC$9.3M1
277ALLIANZ SE$9.3M1
278EFG International AG$9.2M1
279Vestmark Advisory Solutions, Inc.$9.1M1
280NOMURA HOLDINGS INC$9.0M1
281OP Asset Management Ltd$8.9M1
282Hennion & Walsh Asset Management, Inc.$8.6M1
283Kingsman Wealth Management, Inc.$8.6M1
284Dana Investment Advisors, Inc.$8.6M1
285MARTINGALE ASSET MANAGEMENT L P$8.6M1
286Walleye Trading LLC$8.5M1
287PDT Partners, LLC$8.4M1
288FIRST NATIONAL TRUST CO$8.2M1
289Harvest Investment Services, LLC$8.1M1
290Alphinity Investment Management Pty Ltd$8.1M1
291CIBC WORLD MARKET INC.$8.0M1
292DSG Capital Advisors, LLC$8.0M1
293Pinnacle Financial Partners, Inc.$7.8M1
294Eurizon Capital SGR S.p.A.$7.7M1
295Sienna Gestion$7.7M1
296BRASADA CAPITAL MANAGEMENT, LP$7.6M1
297Crossmark Global Holdings, Inc.$7.6M1
298MERCER GLOBAL ADVISORS INC /ADV$7.4M1
299US BANCORP \DE\$7.3M1
300UniSuper Management Pty Ltd$7.3M1
301OMERS ADMINISTRATION Corp$7.1M1
302NWK Group, Inc.$7.1M1
303CHOREO, LLC$7.0M1
304Elite Wealth Management, Inc.$7.0M1
305Quantbot Technologies LP$6.9M1
306Apollon Wealth Management, LLC$6.9M1
307Orion Porfolio Solutions, LLC$6.8M1
308JACKSON SQUARE CAPITAL, LLC$6.5M1
309Overbrook Management Corp$6.5M1
310Diversified Trust Co$6.5M1
311IMC-Chicago, LLC$6.4M1
312OCCUDO QUANTITATIVE STRATEGIES LP$6.3M1
313CVFG LLC$6.2M1
314COMMERCE BANK$6.1M1
315NEXT CENTURY GROWTH INVESTORS LLC$6.1M1
316Sanctuary Advisors, LLC$6.0M1
317LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$5.9M1
318SCOPUS ASSET MANAGEMENT, L.P.$5.8M1
319HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$5.8M1
320Sterling Capital Management LLC$5.7M1
321Patriot Financial Group Insurance Agency, LLC$5.6M1
322Waverly Advisors, LLC$5.6M1
323MIZUHO SECURITIES USA LLC$5.6M1
324&PARTNERS$5.6M1
325Tidal Investments LLC$5.6M1
326LEE JOHNSON CAPITAL MANAGEMENT, LLC$5.6M1
327Prospera Financial Services Inc$5.5M1
328Private Advisory Group LLC$5.5M1
329Financiere des Professionnels - Fonds d'investissement inc.$5.5M1
330TRUSTMARK BANK TRUST DEPARTMENT$5.5M1
331WealthTrust Axiom LLC$5.4M1
332CAPSTONE INVESTMENT ADVISORS, LLC$5.4M1
333ELEVATION POINT WEALTH PARTNERS, LLC$5.4M1
334Atria Investments, Inc$5.4M1
335Bridgewater Associates, LP$5.3M1
336HARTFORD INVESTMENT MANAGEMENT CO$5.3M1
337Aquatic Capital Management LLC$5.3M1
338Alcosta Capital Management, Inc.$5.2M1
339Gladstone Institutional Advisory LLC$5.1M1
340KESTRA PRIVATE WEALTH SERVICES, LLC$5.1M1
341Cumberland Partners Ltd$5.1M1
342Sendero Wealth Management, LLC$5.1M1
343BOKF, NA$5.1M1
344Steward Partners Investment Advisory, LLC$5.0M1
345Weiss Asset Management LP$4.8M1
346Bleakley Financial Group, LLC$4.8M1
347Merit Financial Group, LLC$4.8M1
348Private Advisor Group, LLC$4.7M1
349Maryland State Retirement & Pension System$4.6M1
350MAI Capital Management$4.6M1
351Brooklyn Investment Group$4.6M1
352WESTPAC BANKING CORP$4.6M1
353Summit Trail Advisors, LLC$4.5M1
354Themes Management Co LLC$4.5M1
355Allworth Financial LP$4.5M1
356Plato Investment Management Ltd$4.5M1
357KORNITZER CAPITAL MANAGEMENT INC /KS$4.5M1
358AXXCESS WEALTH MANAGEMENT, LLC$4.3M1
359OPPENHEIMER & CO INC$4.3M1
360AZZAD ASSET MANAGEMENT INC /ADV$4.3M1
361Norinchukin Bank, The$4.2M1
362UNITED CAPITAL FINANCIAL ADVISORS, LLC$4.2M1
363GREENUP STREET WEALTH MANAGEMENT LLC$4.2M1
364LOOMIS SAYLES & CO L P$4.1M1
365Brevan Howard Capital Management LP$4.1M1
366XTX Topco Ltd$4.0M1
367ABN AMRO INVESTMENT SOLUTIONS$4.0M1
368Soltis Investment Advisors LLC$4.0M1
369U.S. Capital Wealth Advisors, LLC$4.0M1
370PVG ASSET MANAGEMENT CORP$3.9M1
371Caprock Group, LLC$3.9M1
372Parkway Wealth Management Group, LLC$3.8M1
373BRADLEY FOSTER & SARGENT INC/CT$3.8M1
374EVOLVE PRIVATE WEALTH, LLC$3.8M1
375MUFG Securities EMEA plc$3.8M1
376Envestnet Portfolio Solutions, Inc.$3.8M1
377AG2R LA MONDIALE GESTION D'ACTIFS$3.6M1
378Vise Technologies, Inc.$3.6M1
379Mesirow Financial Investment Management, Inc.$3.6M1
380D.A. DAVIDSON & CO.$3.6M1
381KANE INVESTMENT MANAGEMENT, INC.$3.6M1
382Fox Hill Wealth Management$3.6M1
383NorthCrest Asset Manangement, LLC$3.5M1
384Banco Santander, S.A.$3.5M1
385Sequoia Financial Advisors, LLC$3.5M1
386Buckland Partners Management Co LLC$3.5M1
387Frank, Rimerman Advisors LLC$3.4M1
388Terra Nova Asset Management LLC$3.4M1
389TOKIO MARINE ASSET MANAGEMENT CO LTD$3.4M1
390BROWN ADVISORY INC$3.3M1
391FORTEM FINANCIAL GROUP, LLC$3.3M1
392Lombard Odier Asset Management (Switzerland) SA$3.3M1
393Elo Mutual Pension Insurance Co$3.2M1
394MOODY LYNN LIEBERSON & WALKER, LLC$3.2M1
395Mezzasalma Advisors, LLC$3.1M1
396LAZARD ASSET MANAGEMENT LLC$3.1M1
397Metis Global Partners, LLC$3.1M1
398L & S Advisors Inc$3.1M1
399Pallas Capital Advisors LLC$3.1M1
400Rockline Wealth Management, LLC$3.0M1
401SCALAR GAUGE MANAGEMENT, LLC$3.0M1
402Empirical Finance, LLC$3.0M1
403NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$3.0M1
404NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.9M1
405E. Ohman J:or Asset Management AB$2.9M1
406EXCHANGE TRADED CONCEPTS, LLC$2.9M1
407Laird Norton Wetherby Trust Company, LLC$2.9M1
408KEYBANK NATIONAL ASSOCIATION/OH$2.9M1
409Procyon Advisors, LLC$2.8M1
410Davidson Capital Management Inc.$2.8M1
411KKM Financial LLC$2.8M1
412PINNACLE ASSOCIATES LTD$2.8M1
413CITIZENS FINANCIAL GROUP INC/RI$2.7M1
414Smartleaf Asset Management LLC$2.7M1
415North Dakota State Investment Board$2.7M1
416BECK CAPITAL MANAGEMENT, LLC$2.7M1
417Geneos Wealth Management Inc.$2.7M1
418SCHWARTZ INVESTMENT COUNSEL INC$2.7M1
419SteelPeak Wealth, LLC$2.6M1
420ROMAN BUTLER FULLERTON & CO$2.6M1
421LGT Group Foundation$2.6M1
422Corient IA LLC$2.6M1
423HB Wealth Management, LLC$2.6M1
424PATTON FUND MANAGEMENT, INC.$2.6M1
425MUFG SECURITIES AMERICAS INC.$2.6M1
426Graham Capital Management, L.P.$2.6M1
427MATHER GROUP, LLC.$2.5M1
428Redhawk Wealth Advisors, Inc.$2.5M1
429SECURIAN ASSET MANAGEMENT, INC$2.5M1
430World Investment Advisors$2.5M1
431Concurrent Investment Advisors, LLC$2.4M1
432COMPASS CAPITAL CORP /MA/ /ADV$2.4M1
433MGO ONE SEVEN LLC$2.4M1
434Nemes Rush Group LLC$2.4M1
435SCOTIA CAPITAL INC.$2.3M1
436COLDSTREAM CAPITAL MANAGEMENT INC$2.3M1
437SILVER OAK SECURITIES, INCORPORATED$2.3M1
438Krilogy Financial LLC$2.3M1
439GROUP ONE TRADING LLC$2.3M1
440Wedmont Private Capital$2.3M1
441BARRETT & COMPANY, INC.$2.2M1
442Bellwether Advisors, LLC$2.2M1
443Qtron Investments LLC$2.2M1
444Certified Advisory Corp$2.2M1
445Accurate Wealth Management, LLC$2.2M1
446Farringdon Capital, Ltd.$2.1M1
447Geneva Partners, LLC$2.1M1
448Aptus Capital Advisors, LLC$2.1M1
449Siemens Fonds Invest GmbH$2.1M1
450PRINCIPAL SECURITIES, INC.$2.1M1
451CAXTON ASSOCIATES LLP$2.1M1
452GUGGENHEIM CAPITAL LLC$2.1M1
453KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$2.1M1
454WOLVERINE ASSET MANAGEMENT LLC$2.1M1
455Convergence Investment Partners, LLC$2.1M1
456Institute for Wealth Management, LLC.$2.0M1
457Virtus Investment Advisers, LLC$2.0M1
458GILDER GAGNON HOWE & CO LLC$2.0M1
459FLORIDA FINANCIAL ADVISORS, LLC$2.0M1
460TEMA ETFS LLC$2.0M1
461Argentarii, LLC$2.0M1
462Darwin Wealth Management, LLC$2.0M1
463FIRST COMMONWEALTH FINANCIAL CORP /PA/$2.0M1
464Taproot Management LP$1.9M1
465Summit Financial, LLC$1.9M1
466Banque Cantonale Vaudoise$1.9M1
467Kurv Investment Management LLC$1.9M1
468CAISSE DES DEPOTS ET CONSIGNATIONS$1.9M1
469Brookstone Capital Management$1.9M1
470Pinnacle Wealth Management Advisory Group, LLC$1.9M1
471MASTERINVEST Kapitalanlage GmbH$1.9M1
472Meeder Advisory Services, Inc.$1.9M1
473Deseret Mutual Benefit Administrators$1.8M1
474Bridgefront Capital, LLC$1.8M1
475Brookwood Investment Group LLC$1.8M1
476Aaron Wealth Advisors LLC$1.8M1
477BCGM Wealth Management, LLC$1.8M1
478CENTRAL TRUST Co$1.8M1
479Elm3 Financial Group, LLC$1.8M1
480IPG Investment Advisors LLC$1.7M1
481SIGNATUREFD, LLC$1.7M1
482Compound Planning, Inc.$1.7M1
483PARTNERS CAPITAL INVESTMENT GROUP, LLP$1.7M1
484WESPAC Advisors, LLC$1.6M1
485Auto-Owners Insurance Co$1.6M1
486FIDUCIARY TRUST CO$1.6M1
487MADDEN SECURITIES Corp$1.6M1
488Beacon Pointe Advisors, LLC$1.6M1
489BankChampaign, National Association$1.6M1
490Callan Family Office, LLC$1.6M1
491Chicago Partners Investment Group LLC$1.6M1
492Leonteq Securities AG$1.6M1
493Tower Research Capital LLC (TRC)$1.6M1
494Legacy Capital Group California, Inc.$1.6M1
495RWA WEALTH PARTNERS, LLC$1.6M1
496Owl Creek Asset Management, L.P.$1.6M1
497QUADRANT CAPITAL GROUP LLC$1.6M1
498Spire Wealth Management$1.6M1
499GRIMES & Co WEALTH MANAGEMENT, LLC$1.5M1
500EARNED WEALTH ADVISORS, LLC$1.5M1
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)2 buy / 5 sell
Congress net ($ bound)−$73.0K to $25.0K
Filers net (actions)not in build
Filers net ($ 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 HWM

RETAINED WINDOW · ACTIVE HITS
Signal hits naming HWM
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for HWM · financials and macro

Financials — as filed PLANNED

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