Public record / Tickers / IBKR

IBKR — Interactive Brokers Group, Inc.

Both disclosure regimes on one name: who in Congress filed about IBKR, 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
12
all PTR rows naming IBKR
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
11-21
filed 2025-11-21
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

Nancy Pelosi · $100K–$250K

Sale · traded 2020-05-08 → filed 2020-06-09. Ranked over every IBKR 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 IBKR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning IBKR
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-14 +38d$1K–$15K
2025-09-12Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 08-13 +30d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 06-24 LATE·50d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2024-12-10Morgan McGarvey D–KY-3Sale · SP (spouse-owned)Traded 11-13 +27d$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 12 ↗

Members active in IBKR

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing IBKR 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.
Lisa C. McClain R–MI-91−$15.0K to −$1.0K2

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

Congress ↔ notable managers · IBKR

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

new + add vs trim + exit, by shares · $ = reported value now, not the change · INTERACTIVE BROKERS GROUP IN

Merged timeline of congressional filings and notable-manager moves on IBKR
DateWhoChangeSize
2026-05-15Viking Global Investors 13Fnew+1,394,329 sh
2026-05-15Gotham Asset Management 13Fadd+1,813 sh
2026-05-15Soros Fund Management 13Ftrim−126,136 sh
2026-05-15Tudor Investment Corp 13Ftrim−215,040 sh
2026-05-15Bridgewater Associates 13Ftrim−416,603 sh
2026-05-15Moore Capital Management 13Ftrim−71,933 sh

6 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 IBKR for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.1B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.9B1
3STATE STREET CORP$1.3B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$1.0B1
5FMR LLC$838M1
6CANTILLON CAPITAL MANAGEMENT LLC$754M1
7WELLINGTON MANAGEMENT GROUP LLP$656M1
8Invesco Ltd.$647M1
9TWO SIGMA INVESTMENTS, LP$558M1
10Egerton Capital (UK) LLP$421M1
11BANK OF AMERICA CORP /DE/$418M1
12Orbis Allan Gray Ltd$410M1
13London & Capital Asset Management Ltd$397M1
14AMERICAN CENTURY COMPANIES INC$385M1
15MORGAN STANLEY$320M1
161832 Asset Management L.P.$299M1
17BAMCO INC /NY/$271M1
18JACOBS LEVY EQUITY MANAGEMENT, INC$264M1
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC$241M1
20NORTHERN TRUST CORP$239M1
21Capital World Investors$203M1
22WELLS FARGO & COMPANY/MN$194M1
23Legal & General Group Plc$168M1
24VANGUARD FIDUCIARY TRUST CO$167M1
25TD ASSET MANAGEMENT INC$166M1
26Amundi$163M1
27FIRST TRUST ADVISORS LP$154M1
28UBS Group AG$152M1
29Progeny 3, Inc.$147M1
30UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$143M1
31RAYMOND JAMES FINANCIAL INC$119M1
32JANE STREET GROUP, LLC$119M1
33ROYAL BANK OF CANADA$113M1
34FIL Ltd$101M1
35Ensign Peak Advisors, Inc$99.1M1
36VIKING GLOBAL INVESTORS LP$93.5M1
37Robeco Institutional Asset Management B.V.$89.0M1
38Ancient Art, L.P.$86.2M1
39Nuveen, LLC$84.9M1
40Assenagon Asset Management S.A.$80.0M1
41Bristol Gate Capital Partners Inc.$76.1M1
42AustralianSuper Pty Ltd$75.8M1
43Empower Advisory Group, LLC$74.2M1
44ENVESTNET ASSET MANAGEMENT INC$71.3M1
45DEUTSCHE BANK AG\$71.1M1
46Hengistbury Investment Partners LLP$70.5M1
47DIMENSIONAL FUND ADVISORS LP$70.4M1
48Oakcliff Capital Partners, LP$69.1M1
49Mitsubishi UFJ Asset Management Co., Ltd.$67.2M1
50Vanguard Global Advisers, LLC$65.6M1
51CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$62.4M1
52National Pension Service$60.9M1
53LPL Financial LLC$56.8M1
54HSBC HOLDINGS PLC$56.8M1
55CITIGROUP INC$54.2M1
56CANADA PENSION PLAN INVESTMENT BOARD$53.2M1
57RV Capital AG$51.1M1
58PANAGORA ASSET MANAGEMENT INC$49.7M1
59CITADEL ADVISORS LLC$49.4M1
60VANGUARD ASSET MANAGEMENT, Ltd$49.1M1
61Compagnie Lombard Odier SCmA$46.8M1
62Allspring Global Investments Holdings, LLC$46.3M1
63CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$44.0M1
64STIFEL FINANCIAL CORP$43.6M1
65SOROS FUND MANAGEMENT LLC$43.3M1
66BANK OF MONTREAL /CAN/$40.6M1
67FEDERATED HERMES, INC.$40.0M1
68MILLENNIUM MANAGEMENT LLC$39.3M1
69SEI INVESTMENTS CO$37.9M1
70PRINCIPAL FINANCIAL GROUP INC$34.1M1
71Systrade AG$33.5M1
72D. E. Shaw & Co., Inc.$33.0M1
73RENAISSANCE TECHNOLOGIES LLC$31.0M1
74ALLIANCEBERNSTEIN L.P.$29.3M1
75United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$28.4M1
76ADAGE CAPITAL PARTNERS GP, L.L.C.$26.8M1
77STOREBRAND ASSET MANAGEMENT AS$26.5M1
78Fullerton Fund Management Co Ltd.$26.3M1
79STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$25.8M1
80Qube Research & Technologies Ltd$25.2M1
81Mawer Investment Management Ltd.$24.8M1
82COOKSON PEIRCE & CO INC$24.8M1
83MASSACHUSETTS FINANCIAL SERVICES CO /MA/$24.6M1
84WORLDQUANT MILLENNIUM ADVISORS LLC$24.1M1
85Woodline Partners LP$23.8M1
86Allianz Asset Management GmbH$23.3M1
87Zurcher Kantonalbank (Zurich Cantonalbank)$23.2M1
88Universal- Beteiligungs- und Servicegesellschaft mbH$22.7M1
89TUDOR INVESTMENT CORP ET AL$22.6M1
90BNP Paribas Asset Management Holding S.A.$22.5M1
91NOMURA ASSET MANAGEMENT CO LTD$21.5M1
92FIFTH THIRD BANCORP$21.3M1
93Squarepoint Ops LLC$21.2M1
94Stony Point Capital LLC$20.6M1
95Polar Capital Holdings Plc$20.2M1
96Rovida Investment Management Ltd$20.1M1
97TD Waterhouse Canada Inc.$20.0M1
98Lansing Management LP$19.5M1
99STATE OF WISCONSIN INVESTMENT BOARD$19.4M1
100SUSQUEHANNA INTERNATIONAL GROUP, LLP$19.0M1
101Sumitomo Mitsui DS Asset Management Company, Ltd$18.9M1
102BANK OF NOVA SCOTIA$18.5M1
103BROOKTREE CAPITAL MANAGEMENT$18.3M1
104TORONTO DOMINION BANK$18.2M1
105PFA Pension, Forsikringsaktieselskab$18.0M1
106HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$17.6M1
107Dana Investment Advisors, Inc.$17.4M1
108Pictet Asset Management Holding SA$17.0M1
109Inspire Investing, LLC$16.3M1
110AQR CAPITAL MANAGEMENT LLC$16.3M1
111Korea Investment CORP$16.2M1
112Asset Management One Co., Ltd.$16.0M1
113MANUFACTURERS LIFE INSURANCE COMPANY, THE$15.8M1
114Jain Global LLC$15.6M1
115Longaeva Partners L.P.$15.5M1
116Trexquant Investment LP$15.0M1
117Vanguard Investments Australia, Ltd.$14.9M1
118HighTower Advisors, LLC$14.8M1
119Chevy Chase Trust Holdings, LLC$14.7M1
120Munro Partners$14.7M1
121One Madison Group LLC$14.7M1
122PRUDENTIAL FINANCIAL INC$14.5M1
123OSAIC HOLDINGS, INC.$14.5M1
124Man Group plc$14.2M1
125Azora Capital LP$14.2M1
126Cetera Investment Advisers$14.0M1
127Cornerstone Advisors, LLC$13.5M1
128CREDIT AGRICOLE S A$13.3M1
129W.G. Shaheen & Associates DBA Whitney & Co$12.8M1
130Quantinno Capital Management LP$12.8M1
131Harbor Advisors LLC$12.5M1
132TRUIST FINANCIAL CORP$12.5M1
133Militia Capital Management LLC$12.2M1
134Crocodile Capital Partners GmbH$12.0M1
135BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$11.7M1
136Qsemble Capital Management, LP$11.6M1
137Moran Wealth Management, LLC$11.1M1
138GFS Advisors, LLC$10.6M1
139NATIONAL BANK OF CANADA /FI/$10.2M1
140State of New Jersey Common Pension Fund D$10.2M1
141Tredje AP-fonden$10.2M1
142Investment Management Corp of Ontario$10.1M1
143Evelyn Partners Investment Management LLP$9.9M1
144Lansforsakringar Fondforvaltning AB (publ)$9.7M1
145Wealthfront Advisers LLC$9.5M1
146Pilgrim Partners Asia Pte Ltd$9.2M1
147Resona Asset Management Co.,Ltd.$9.1M1
148Vestmark Advisory Solutions, Inc.$8.9M1
149FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$8.8M1
150COMMONWEALTH EQUITY SERVICES, LLC$8.6M1
151NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$8.6M1
152NATIXIS$8.5M1
153PUBLIC SECTOR PENSION INVESTMENT BOARD$8.5M1
154DONALDSON CAPITAL MANAGEMENT, LLC$8.4M1
155CWA Asset Management Group, LLC$8.2M1
156Czech National Bank$8.1M1
157Arizona State Retirement System$8.1M1
158NewEdge Wealth, LLC$8.0M1
159Fremen Capital Management LP$7.9M1
160Corient Private Wealth LLC$7.9M1
161AWH Capital, L.P.$7.8M1
162Bank Julius Baer & Co. Ltd, Zurich$7.8M1
163STATE OF MICHIGAN RETIREMENT SYSTEM$7.8M1
164PICTON MAHONEY ASSET MANAGEMENT$7.8M1
165Steward Partners Investment Advisory, LLC$7.8M1
166ProShare Advisors LLC$7.8M1
167Gotham Asset Management, LLC$7.7M1
168Brevan Howard Capital Management LP$7.6M1
169Rafferty Asset Management, LLC$7.6M1
170PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$7.5M1
171Vest Financial, LLC$7.5M1
172Titan Wealth (CI) Ltd$7.4M1
173SEB Asset Management AB$7.3M1
174Transamerica Financial Advisors, LLC$7.2M1
175CIBC Asset Management Inc$7.1M1
176Federation des caisses Desjardins du Quebec$7.1M1
177COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$7.0M1
178Emmett Investment Management, LP$6.9M1
179CIBC WORLD MARKET INC.$6.9M1
180CIBC Bancorp USA Inc.$6.7M1
181FRANKLIN RESOURCES INC$6.6M1
182Vident Advisory, LLC$6.4M1
183Daiwa Securities Group Inc.$6.4M1
184Retirement Systems of Alabama$6.3M1
185IFM Investors Pty Ltd$6.3M1
186Atria Investments, Inc$6.2M1
187ExodusPoint Capital Management, LP$6.1M1
188QRG CAPITAL MANAGEMENT, INC.$6.0M1
189Mirae Asset Global Investments Co., Ltd.$5.8M1
190Janus Henderson Group Ltd.$5.8M1
191OneDigital Investment Advisors LLC$5.5M1
192NORDEA INVESTMENT MANAGEMENT AB$5.3M1
193USS Investment Management Ltd$5.3M1
194Davidson Capital Management Inc.$5.1M1
195O'SHAUGHNESSY ASSET MANAGEMENT, LLC$5.1M1
196VOYA INVESTMENT MANAGEMENT LLC$5.1M1
197XPONANCE LLC$5.1M1
198Sanctuary Advisors, LLC$5.0M1
199Faithward Advisors, LLC$5.0M1
200Creative Planning$4.9M1
201Bridgewater Associates, LP$4.9M1
202EPACRIA CAPITAL PARTNERS, LLC$4.8M1
203Orion Porfolio Solutions, LLC$4.7M1
204&PARTNERS$4.7M1
205BOOTHBAY FUND MANAGEMENT, LLC$4.7M1
206Utah Retirement Systems$4.7M1
207Gator Capital Management, LLC$4.6M1
208Tidal Investments LLC$4.6M1
209Vinva Investment Management Ltd$4.5M1
210SummitTX Capital, L.P.$4.5M1
211Y-Intercept (Hong Kong) Ltd$4.4M1
212DUTCH ASSET Corp$4.4M1
213NEOS Investment Management LLC$4.2M1
214Rakuten Investment Management, Inc.$4.2M1
215MML INVESTORS SERVICES, LLC$4.2M1
216NEW YORK LIFE INVESTMENT MANAGEMENT LLC$4.2M1
217Point72 Asset Management, L.P.$4.1M1
218UniSuper Management Pty Ltd$4.1M1
219BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$4.1M1
220SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$4.1M1
221Numerai GP LLC$4.1M1
222Crossmark Global Holdings, Inc.$4.0M1
223Hedeker Wealth, LLC$3.9M1
224NISSAY ASSET MANAGEMENT CORP /JAPAN$3.9M1
225Cresset Asset Management, LLC$3.9M1
226EULAV Asset Management$3.8M1
227Freedom Day Solutions, LLC$3.8M1
228Pathstone Holdings, LLC$3.7M1
229MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.7M1
230Northwest Bancshares, Inc.$3.7M1
231Kennondale Capital Management LLC$3.6M1
232Illumine Investment Management, LLC$3.6M1
233Arkfeld Wealth Strategies, L.L.C.$3.5M1
234Mariner, LLC$3.5M1
235Blackhawk Capital Partners, LLC$3.4M1
236OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.4M1
237Swiss Life Asset Management Ltd$3.4M1
238XTX Topco Ltd$3.4M1
239Baird Financial Group, Inc.$3.4M1
240MERCER GLOBAL ADVISORS INC /ADV$3.4M1
241Jefferies Financial Group Inc.$3.3M1
242MACKENZIE FINANCIAL CORP$3.3M1
243Vanguard Personalized Indexing Management, LLC$3.3M1
244State of Wyoming$3.3M1
245EXCHANGE TRADED CONCEPTS, LLC$3.2M1
246OPPENHEIMER ASSET MANAGEMENT INC.$3.2M1
247UMB Bank, n.a.$3.2M1
248Kestra Advisory Services, LLC$3.2M1
249DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$3.2M1
250MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.2M1
251OP Asset Management Ltd$3.1M1
252DAVENPORT & Co LLC$3.0M1
253US BANCORP \DE\$3.0M1
254Eurizon Capital SGR S.p.A.$3.0M1
255Value Partners Investments Inc.$3.0M1
256Triasima Portfolio Management inc.$3.0M1
257Insight Wealth Strategies, LLC$2.9M1
258Uncommon Cents Investing LLC$2.9M1
259ANDERSON HOAGLAND & CO$2.9M1
260Alberta Investment Management Corp$2.9M1
261SILVER OAK SECURITIES, INCORPORATED$2.8M1
262Left Brain Wealth Management, LLC$2.8M1
263Sovran Advisors, LLC$2.8M1
264CIM, LLC$2.8M1
265LECAP ASSET MANAGEMENT LTD$2.7M1
266WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.7M1
267GRIFFIN ASSET MANAGEMENT, INC.$2.7M1
268Endure Capital Management, LLC$2.6M1
269CENTRAL TRUST Co$2.6M1
270Edgestream Partners, L.P.$2.5M1
271Independent Solutions Wealth Management, LLC$2.5M1
272MACQUARIE GROUP LTD$2.4M1
273OMERS ADMINISTRATION Corp$2.4M1
274Focus Partners Wealth$2.4M1
275CAPITOLIS LIQUID GLOBAL MARKETS LLC$2.4M1
276IMC-Chicago, LLC$2.4M1
277Aberdeen Group plc$2.3M1
278Vontobel Holding Ltd.$2.3M1
279OPPENHEIMER & CO INC$2.3M1
280Candriam S.C.A.$2.3M1
281Harfst & Associates, Inc.$2.3M1
282Swedbank AB$2.3M1
283Cerity Partners LLC$2.3M1
284SCOTIA CAPITAL INC.$2.2M1
285SCHRODER INVESTMENT MANAGEMENT GROUP$2.2M1
286FIDUCIARY FAMILY OFFICE, LLC$2.1M1
287M&T BANK CORP$2.1M1
288INVESTMENT HOUSE LLC$2.1M1
289Element Squared LLC$2.1M1
290Gladstone Institutional Advisory LLC$2.1M1
291Catalyst Capital Advisors LLC$2.1M1
292FLORIDA FINANCIAL ADVISORS, LLC$2.1M1
293Empowered Funds, LLC$2.1M1
294Spire Wealth Management$2.0M1
295Convergence Investment Partners, LLC$2.0M1
296J. Safra Sarasin Holding AG$2.0M1
297MANCHESTER FINANCIAL INC$2.0M1
298Inspire Advisors, LLC$2.0M1
299Osmosis Investment Management UK Ltd$1.9M1
300MOORE CAPITAL MANAGEMENT, LP$1.9M1
301Altshuler Shaham Ltd$1.9M1
302WBI INVESTMENTS, LLC$1.9M1
303Coronation Fund Managers Ltd.$1.9M1
304QUADRANT CAPITAL GROUP LLC$1.9M1
305MITCHELL & PAHL PRIVATE WEALTH, LLC$1.9M1
306Sound View Wealth Advisors Group, LLC$1.9M1
307Tower Research Capital LLC (TRC)$1.9M1
308Norinchukin Bank, The$1.9M1
309Mystic Asset Management, Inc.$1.9M1
310Marks Group Wealth Management, Inc$1.9M1
311Concurrent Investment Advisors, LLC$1.9M1
312MIZUHO SECURITIES USA LLC$1.8M1
313BRIDGEWAY CAPITAL MANAGEMENT, LLC$1.8M1
314AXQ CAPITAL, LP$1.8M1
315Pacific Capital Partners Ltd$1.7M1
316Sowell Financial Services LLC$1.7M1
317Private Advisor Group, LLC$1.7M1
318Polymer Capital Management (HK) LTD$1.7M1
319Virtus Investment Advisers, LLC$1.7M1
320New Age Alpha Advisors, LLC$1.7M1
321GUGGENHEIM CAPITAL LLC$1.7M1
322PMC FIG Opportunities LLC$1.6M1
323Elo Mutual Pension Insurance Co$1.6M1
324L2 Asset Management, LLC$1.6M1
325Titan Investment Solutions Ltd$1.6M1
326Vise Technologies, Inc.$1.6M1
327Advisors Asset Management, Inc.$1.6M1
328Havemeyer Place LP$1.6M1
329Aspire Private Capital, LLC$1.6M1
330Compound Planning, Inc.$1.5M1
331Envestnet Portfolio Solutions, Inc.$1.5M1
332ROYAL LONDON ASSET MANAGEMENT LTD$1.5M1
333Maryland State Retirement & Pension System$1.4M1
334TWO SIGMA SECURITIES, LLC$1.4M1
335Miura Global Management, LLC$1.3M1
336Kestra Investment Management, LLC$1.3M1
337Csenge Advisory Group$1.3M1
338AE Wealth Management LLC$1.3M1
339Successful Portfolios LLC$1.3M1
340Integrated Quantitative Investments LLC$1.3M1
341TOWNSQUARE CAPITAL LLC$1.3M1
342Pullen Investment Management, LLC$1.3M1
343Aviso Financial Inc.$1.3M1
344NWF Advisory Services Inc.$1.3M1
345OCCUDO QUANTITATIVE STRATEGIES LP$1.3M1
346Western Financial Corp/CA$1.3M1
347Holocene Advisors, LP$1.3M1
348ELEVATION POINT WEALTH PARTNERS, LLC$1.2M1
349VOLORIDGE INVESTMENT MANAGEMENT, LLC$1.2M1
350Smith Group Asset Management, LLC$1.2M1
351Rockefeller Capital Management L.P.$1.2M1
352Dai-ichi Life Insurance Company, Ltd$1.2M1
353MUFG Securities EMEA plc$1.2M1
354Lido Advisors, LLC$1.2M1
355EVERGREEN CAPITAL MANAGEMENT LLC$1.2M1
356VestGen Advisors, LLC$1.2M1
357MGO ONE SEVEN LLC$1.2M1
358Eagle Strategies LLC$1.1M1
359Susquehanna Portfolio Strategies, LLC$1.1M1
360Quadrature Capital Ltd$1.1M1
361ABN AMRO INVESTMENT SOLUTIONS$1.1M1
362MBM WEALTH CONSULTANTS, LLC$1.1M1
363BURNEY CO/$1.1M1
364INCEPTIONR LLC$1.0M1
365Precision Wealth Strategies, LLC$1.0M1
366BENJAMIN EDWARDS INC$1.0M1
367BROWN ADVISORY INC$1.0M1
368NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.0M1
369NewEdge Advisors, LLC$1.0M1
370Delta Investment Management, LLC$998K1
371Friedenthal Financial$996K1
372COERENTE CAPITAL MANAGEMENT$995K1
373CI INVESTMENTS INC.$993K1
374PFG Advisors$969K1
375Equitable Holdings, Inc.$966K1
376LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$960K1
377Private Advisory Group LLC$958K1
378NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$956K1
379Summit Financial, LLC$954K1
380ING GROEP NV$952K1
381Impact Capital Partners LLC$947K1
382Yarbrough Capital, LLC$946K1
383Sparta 24 Ltd.$939K1
384COLDSTREAM CAPITAL MANAGEMENT INC$932K1
385LVW Advisors, LLC$903K1
386PFG Investments, LLC$896K1
387STRAIGHTLINE GROUP LLC$887K1
388Caldwell Investment Management Ltd.$886K1
389INTERCAPITAL, LLC$872K1
390Formidable Asset Management, LLC$860K1
391Voleon Capital Management LP$849K1
392Metis Global Partners, LLC$847K1
393Ashton Thomas Private Wealth, LLC$841K1
394Owls Nest Partners IA, LLC$838K1
395North Dakota State Investment Board$831K1
396HB Wealth Management, LLC$830K1
397Baader Bank Aktiengesellschaft$819K1
398CAISSE DES DEPOTS ET CONSIGNATIONS$815K1
399Avanza Fonder AB$811K1
400SECURIAN ASSET MANAGEMENT, INC$806K1
401Pitcairn Wealth Advisors LLC$798K1
402Engineers Gate Manager LP$780K1
403NOMURA HOLDINGS INC$780K1
404HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$771K1
405BAM Wealth Management, LLC$770K1
406GROUPAMA ASSET MANAGMENT$767K1
407Roundview Capital LLC$765K1
408CLARK FINANCIAL SERVICES GROUP INC /BD$758K1
409NLB Skladi, upravljanje premozenja, d.o.o.$750K1
410Bleakley Financial Group, LLC$733K1
411Measured Wealth Private Client Group, LLC$732K1
412ASR Vermogensbeheer N.V.$726K1
413UNITED CAPITAL FINANCIAL ADVISORS, LLC$700K1
414Caprock Group, LLC$696K1
415PETRA FINANCIAL ADVISORS INC$694K1
416Sequoia Financial Advisors, LLC$693K1
417CWM, LLC$690K1
418Malaga Cove Capital, LLC$689K1
419Walleye Capital LLC$689K1
420Crewe Advisors LLC$686K1
421AXXCESS WEALTH MANAGEMENT, LLC$685K1
422WINTON GROUP Ltd$680K1
423Summit Trail Advisors, LLC$672K1
424American Investment Services, Inc.$671K1
425Joel Isaacson & Co., LLC$669K1
426INDEPENDENT FINANCIAL GROUP, LLC$668K1
427FIDUCIARY TRUST CO$663K1
428EVERPAR ADVISORS LLC$653K1
429KESTRA PRIVATE WEALTH SERVICES, LLC$648K1
430Persistent Asset Partners Ltd$644K1
431Callan Family Office, LLC$626K1
432Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$626K1
433RITHOLTZ WEALTH MANAGEMENT$625K1
434WRIGHT INVESTORS SERVICE INC$625K1
435Ameliora Wealth Management Ltd.$621K1
436Merit Financial Group, LLC$620K1
437VISIONARY HORIZONS, LLC$619K1
438VestGen Investment Management$601K1
439Costello Asset Management, INC$601K1
440Park Capital Management, LLC / WI$598K1
441ArrowMark Colorado Holdings LLC$590K1
442Heritage Family Offices, LLP$590K1
443Volterra Technologies LP$587K1
444Maridea Wealth Management LLC$586K1
445Caitong International Asset Management Co., Ltd$579K1
446WCM INVESTMENT MANAGEMENT, LLC$571K1
447HEARTLAND ADVISORS INC$570K1
448INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$569K1
449Cambria Investment Management, L.P.$566K1
450Thrive Wealth Management, LLC$566K1
451PRUDENTIAL PLC$564K1
452GATEWAY INVESTMENT ADVISERS LLC$549K1
453TEMA ETFS LLC$549K1
454Banque Cantonale Vaudoise$548K1
455DRW Securities, LLC$547K1
456Severin Investments, LLC$547K1
457Bannerstone Capital Management, LLC$544K1
458WEALTH ALLIANCE, LLC$542K1
459PRINCIPAL SECURITIES, INC.$540K1
460MISSION WEALTH MANAGEMENT, LP$536K1
461Laird Norton Wetherby Trust Company, LLC$536K1
462Wedmont Private Capital$534K1
463ABLE Financial Group, LLC$527K1
464MEEDER ASSET MANAGEMENT INC$522K1
465Raleigh Capital Management Inc.$522K1
466Siemens Fonds Invest GmbH$517K1
467JOURNEY STRATEGIC WEALTH LLC$513K1
468DELTEC ASSET MANAGEMENT LLC$512K1
469Silphium Asset Management Ltd$506K1
470IEQ CAPITAL, LLC$491K1
471AIGEN INVESTMENT MANAGEMENT, LP$490K1
472OXFORD ASSET MANAGEMENT LLP$488K1
473Advisor OS, LLC$483K1
474HOWE & RUSLING INC$476K1
475Qtron Investments LLC$472K1
476Richard W. Paul & Associates, LLC$472K1
477Synergy Financial Group, LTD$472K1
478Alta Wealth Advisors LLC$466K1
479SKBA CAPITAL MANAGEMENT LLC$461K1
480TruNorth Capital Management, LLC$461K1
481Quantum Portfolio Management LLC$459K1
482SPIREPOINT PRIVATE CLIENT, LLC$458K1
483MEYER HANDELMAN CO$456K1
484INTECH INVESTMENT MANAGEMENT LLC$454K1
485Lebenthal Global Advisors, LLC$450K1
486TEACHER RETIREMENT SYSTEM OF TEXAS$445K1
487Ballentine Partners, LLC$436K1
488SmartHarvest Portfolios, LLC$427K1
489Matisse Capital$423K1
490Global Financial Private Client, LLC$420K1
491SAGESPRING WEALTH PARTNERS, LLC$419K1
492Apollon Wealth Management, LLC$419K1
493HBK Sorce Advisory LLC$417K1
494Revisor Wealth Management LLC$414K1
495Meeder Advisory Services, Inc.$413K1
496Northwest & Ethical Investments L.P.$405K1
497Allworth Financial LP$401K1
498COMMERCE BANK$396K1
499Freestone Capital Holdings, LLC$392K1
500180 WEALTH ADVISORS, LLC$392K1
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)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 IBKR

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for IBKR · financials and macro

Financials — as filed PLANNED

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