Public record / Tickers / IBN

IBN — ICICI BANK LTD

Both disclosure regimes on one name: who in Congress filed about IBN, 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 IBN
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
09-12
filed 2025-09-12
13F holders
487
top-487 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

Peter Meijer · $15.0K–$50.0K

Sale · traded 2021-02-17 → filed 2021-03-16. Ranked over every IBN row by the provable lower bound, never a point estimate.

No member disclosed IBN in the trailing 12 months

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

4 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. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING IBN · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning IBN
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-09-12Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 08-13 +30d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-24 LATE·50d$1K–$15K
2024-10-03Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 09-23 +10d$1K–$15K
2024-10-03Josh Gottheimer D–NJ-5Sale · JT (jointly owned)Traded 09-20 +13d$1K–$15K
2024-07-09Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 06-21 +18d$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 IBN

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed IBN in the trailing 12 months.

Congress ↔ notable managers · IBN

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 · ICICI BANK LIMITED

No moves on either side in the window.

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

Top institutional holders of IBN for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1GQG Partners LLC$2.0B1
2WCM INVESTMENT MANAGEMENT, LLC$1.3B1
3MORGAN STANLEY$1.2B1
4Temasek Holdings (Private) Ltd$756M1
5Invesco Ltd.$570M1
6Robeco Institutional Asset Management B.V.$514M1
7FIL Ltd$366M1
8JPMORGAN CHASE & CO$347M1
9BANK OF AMERICA CORP /DE/$335M1
10Capital International Investors$305M1
11DIMENSIONAL FUND ADVISORS LP$281M1
12Ninety One UK Ltd$250M1
13SCHRODER INVESTMENT MANAGEMENT GROUP$217M1
14STATE STREET CORP$214M1
15Man Group plc$184M1
16D. E. Shaw & Co., Inc.$174M1
17BlackRock, Inc.$167M1
18AMERICAN CENTURY COMPANIES INC$156M1
19WELLINGTON MANAGEMENT GROUP LLP$147M1
20FRANKLIN RESOURCES INC$141M1
21DEUTSCHE BANK AG\$131M1
22Carrhae Capital LLP$131M1
23Ashoka WhiteOak Capital Pte Ltd$122M1
24Daiwa Securities Group Inc.$116M1
25EARNEST PARTNERS LLC$116M1
26VOLORIDGE INVESTMENT MANAGEMENT, LLC$111M1
27DRIEHAUS CAPITAL MANAGEMENT LLC$110M1
28HSBC HOLDINGS PLC$109M1
29Alua Capital Management LP$106M1
30AMANSA CAPITAL PTE. LTD.$104M1
31MILLENNIUM MANAGEMENT LLC$103M1
32ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$93.3M1
33NORTHERN TRUST CORP$92.0M1
34SEI INVESTMENTS CO$87.4M1
35UBS Group AG$86.8M1
36Pictet Asset Management Holding SA$85.3M1
37NATIONAL BANK OF CANADA /FI/$85.0M1
38LAZARD ASSET MANAGEMENT LLC$84.3M1
39Clearbridge Investments, LLC$84.0M1
40Connor, Clark & Lunn Investment Management Ltd.$82.0M1
41Hardman Johnston Global Advisors LLC$77.3M1
42ENVESTNET ASSET MANAGEMENT INC$73.6M1
43TWO SIGMA INVESTMENTS, LP$64.4M1
44FMR LLC$58.4M1
45Holocene Advisors, LP$54.7M1
46DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$53.9M1
47ALLIANCEBERNSTEIN L.P.$52.8M1
48JANE STREET GROUP, LLC$50.5M1
49HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$43.6M1
50EDMOND DE ROTHSCHILD HOLDING S.A.$39.9M1
51EFG International AG$37.4M1
52BSN Capital Partners Ltd$34.8M1
53PANAGORA ASSET MANAGEMENT INC$34.3M1
54Think Investments LP$33.5M1
55MACKENZIE FINANCIAL CORP$29.7M1
56Assenagon Asset Management S.A.$29.7M1
57Amundi$29.4M1
58NOMURA ASSET MANAGEMENT CO LTD$28.4M1
59OLD MISSION CAPITAL LLC$28.2M1
60WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$27.0M1
61Vontobel Holding Ltd.$25.8M1
62ALPS ADVISORS INC$24.6M1
63Rockefeller Capital Management L.P.$24.0M1
64VANGUARD PORTFOLIO MANAGEMENT LLC$23.4M1
65BANK OF MONTREAL /CAN/$23.3M1
66RAYMOND JAMES FINANCIAL INC$19.5M1
67Crestwood Capital Management, L.P.$18.4M1
68MASSACHUSETTS FINANCIAL SERVICES CO /MA/$17.8M1
69NORDEA INVESTMENT MANAGEMENT AB$17.6M1
70Point72 Asset Management, L.P.$17.1M1
71Ninety One North America, Inc.$16.8M1
72PRUDENTIAL PLC$16.7M1
73Allianz Asset Management GmbH$14.1M1
74LPL Financial LLC$13.9M1
75Triveni Capital Investments LP$13.9M1
76GUARDIAN CAPITAL LP$13.6M1
77CITIGROUP INC$13.1M1
78BNP Paribas Asset Management Holding S.A.$12.5M1
79ALGEBRIS (UK) LTD$12.5M1
80Allspring Global Investments Holdings, LLC$12.4M1
81AQR CAPITAL MANAGEMENT LLC$12.3M1
82Capital International, Inc./CA/$12.2M1
83AXIOM INVESTORS LLC /DE$12.1M1
84DEPRINCE RACE & ZOLLO INC$12.0M1
85CAUSEWAY CAPITAL MANAGEMENT LLC$11.7M1
86FACT Capital, LP$11.1M1
87Aberdeen Group plc$10.9M1
88ROYAL BANK OF CANADA$10.4M1
89New Vernon Capital Holdings II LLC$10.0M1
90Capital International Sarl$9.7M1
91Squarepoint Ops LLC$9.5M1
92XTX Topco Ltd$9.5M1
93SCOTIA CAPITAL INC.$9.2M1
94MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$9.0M1
95CITADEL ADVISORS LLC$9.0M1
96STIFEL FINANCIAL CORP$8.7M1
97Templeton & Phillips Capital Management, LLC$8.5M1
98Quantinno Capital Management LP$8.2M1
99AIA Group Ltd$7.9M1
100M&T BANK CORP$7.8M1
101MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC$7.7M1
102Pathstone Holdings, LLC$7.6M1
103Vanguard Personalized Indexing Management, LLC$7.5M1
104CREDIT AGRICOLE S A$7.3M1
105Qube Research & Technologies Ltd$7.0M1
106WELLS FARGO & COMPANY/MN$6.9M1
107HELIOS CAPITAL MANAGEMENT PTE. LTD$6.6M1
108Tidal Investments LLC$6.6M1
109NLB Skladi, upravljanje premozenja, d.o.o.$6.6M1
110Schonfeld Strategic Advisors LLC$6.6M1
111LMR Partners LLP$6.5M1
112Engineers Gate Manager LP$6.3M1
113Vident Advisory, LLC$6.3M1
114MANUFACTURERS LIFE INSURANCE COMPANY, THE$6.2M1
115CAPITAL INTERNATIONAL LTD /CA/$6.2M1
116Vise Technologies, Inc.$5.9M1
117O'SHAUGHNESSY ASSET MANAGEMENT, LLC$5.9M1
118Carmel Capital Management L.L.C.$5.5M1
119KLP KAPITALFORVALTNING AS$5.5M1
120Laird Norton Wetherby Trust Company, LLC$5.4M1
121TT International Asset Management LTD$5.4M1
122RENAISSANCE GROUP LLC$5.4M1
123Cerity Partners LLC$5.3M1
124State of New Jersey Common Pension Fund D$5.3M1
125Capital World Investors$5.2M1
126US BANCORP \DE\$5.1M1
127DRW Securities, LLC$5.1M1
128Aquatic Capital Management LLC$5.1M1
129PRINCIPAL FINANCIAL GROUP INC$5.0M1
130THORNBURG INVESTMENT MANAGEMENT INC$5.0M1
131Moran Wealth Management, LLC$5.0M1
132MML INVESTORS SERVICES, LLC$5.0M1
133BARCLAYS PLC$5.0M1
134NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$5.0M1
135Artisan Partners Limited Partnership$4.6M1
136M&G Plc$4.5M1
137RWA WEALTH PARTNERS, LLC$4.5M1
138CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$4.5M1
139ASSETMARK, INC$4.4M1
140Haven Global Partners, LLC$4.3M1
141FIRST TRUST ADVISORS LP$4.2M1
142BLAIR WILLIAM & CO/IL$4.1M1
143HighTower Advisors, LLC$4.0M1
144NORTHSTAR ASSET MANAGEMENT INC$3.7M1
145Asset Management One Co., Ltd.$3.7M1
146GILDER GAGNON HOWE & CO LLC$3.6M1
147Leonteq Securities AG$3.5M1
148Aperture Investors, LLC$3.5M1
149KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$3.4M1
150CHANNING GLOBAL ADVISORS, LLC$3.3M1
151Orion Porfolio Solutions, LLC$3.3M1
152SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.2M1
153LETKO, BROSSEAU & ASSOCIATES INC$3.2M1
154Bank Julius Baer & Co. Ltd, Zurich$3.1M1
155Crossmark Global Holdings, Inc.$3.1M1
156POLEN CAPITAL MANAGEMENT LLC$3.1M1
157XY Capital Ltd$3.0M1
158LONGFELLOW INVESTMENT MANAGEMENT CO LLC$3.0M1
159Cetera Investment Advisers$2.9M1
160BANQUE PICTET & CIE SA$2.9M1
161Perpetual Ltd$2.8M1
162Mariner, LLC$2.7M1
163Corient Private Wealth LLC$2.7M1
164Sequoia Financial Advisors, LLC$2.6M1
165Voleon Capital Management LP$2.4M1
166Groupe la Francaise$2.4M1
167ABN AMRO INVESTMENT SOLUTIONS$2.4M1
168Federation des caisses Desjardins du Quebec$2.3M1
169Continuum Advisory, LLC$2.3M1
170Frank, Rimerman Advisors LLC$2.3M1
171PROFUND ADVISORS LLC$2.2M1
172Generali Investments CEE, investicni spolecnost, a.s.$2.1M1
173TrueMark Investments, LLC$2.1M1
174OPAL CAPITAL LLC$2.1M1
175PEAK6 LLC$2.0M1
176PITTENGER & ANDERSON INC$1.9M1
177IEQ CAPITAL, LLC$1.9M1
178HARDING LOEVNER LP$1.9M1
179Legacy Wealth Asset Management, LLC$1.9M1
180LBP AM SA$1.9M1
181VIRTUS ADVISERS, LLC$1.8M1
182ELEVATION POINT WEALTH PARTNERS, LLC$1.8M1
183Callan Family Office, LLC$1.7M1
184EAGLE GLOBAL ADVISORS LLC$1.7M1
185CLOVERFIELDS CAPITAL GROUP, LP$1.7M1
186Balefire, LLC$1.7M1
187AIGEN INVESTMENT MANAGEMENT, LP$1.7M1
188Aviso Financial Inc.$1.7M1
189Central Asset Investments & Management Holdings (HK) Ltd$1.7M1
190J.W. COLE ADVISORS, INC.$1.7M1
191PCM Encore, LLC$1.6M1
192FEDERATED HERMES, INC.$1.6M1
193COMGEST GLOBAL INVESTORS S.A.S.$1.5M1
194Limestone Investment Advisors LP$1.5M1
195Headlands Technologies LLC$1.5M1
196TRUIST FINANCIAL CORP$1.5M1
197COLDSTREAM CAPITAL MANAGEMENT INC$1.5M1
198Graham Capital Management, L.P.$1.4M1
199Naviter Wealth, LLC$1.4M1
200OSAIC HOLDINGS, INC.$1.4M1
201Aaron Wealth Advisors LLC$1.4M1
202Bleakley Financial Group, LLC$1.3M1
203FORA Capital, LLC$1.3M1
204UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.3M1
205Trivium Point Advisory, LLC$1.3M1
206Sava Infond d.o.o.$1.3M1
207TD Waterhouse Canada Inc.$1.3M1
208PRUDENTIAL FINANCIAL INC$1.3M1
209Blue Trust, Inc.$1.3M1
210Sumitomo Mitsui DS Asset Management Company, Ltd$1.2M1
211TD ASSET MANAGEMENT INC$1.2M1
212SIGNATUREFD, LLC$1.2M1
213Janus Henderson Group Ltd.$1.2M1
214Sanctuary Advisors, LLC$1.2M1
215Bank Pictet & Cie (Europe) AG$1.2M1
216West Family Investments, Inc.$1.2M1
217Advisory Resource Group$1.1M1
218Caprock Group, LLC$1.1M1
219RITHOLTZ WEALTH MANAGEMENT$1.1M1
220WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.1M1
221JUPITER ASSET MANAGEMENT LTD$1.1M1
222Snowden Capital Advisors LLC$1.1M1
223Creative Planning$1.1M1
224Jain Global LLC$1.1M1
225Atria Investments, Inc$1.0M1
226TWO SIGMA SECURITIES, LLC$945K1
227Qtron Investments LLC$933K1
228DELTEC ASSET MANAGEMENT LLC$919K1
229GUGGENHEIM CAPITAL LLC$899K1
230Black Creek Investment Management Inc.$898K1
231&PARTNERS$891K1
232SP Asset Management LLC$874K1
233Nuveen, LLC$868K1
234PERSONAL CFO SOLUTIONS, LLC$845K1
235BSW Wealth Partners$825K1
236QRG CAPITAL MANAGEMENT, INC.$800K1
237CHOREO, LLC$799K1
238PDS Planning, Inc$784K1
239Herold Advisors, Inc.$750K1
240HIGHLAND CAPITAL MANAGEMENT, LLC$747K1
241Migdal Insurance & Financial Holdings Ltd.$746K1
242OneDigital Investment Advisors LLC$736K1
243HighVista Strategies LLC$722K1
244Compound Planning, Inc.$718K1
245ABN AMRO Bank N.V.$676K1
246Clearstead Advisors, LLC$664K1
247Focus Partners Wealth$657K1
248State of Wyoming$652K1
249Bridgewater Advisors Inc.$650K1
250Verdence Capital Advisors LLC$650K1
251Henshaw Capital LLC$632K1
252Bayesian Capital Management, LP$618K1
253WINTON GROUP Ltd$616K1
254MERCER GLOBAL ADVISORS INC /ADV$609K1
255NewEdge Advisors, LLC$588K1
256Bridgefront Capital, LLC$579K1
257Merit Financial Group, LLC$575K1
258Sompo Asset Management Co., Ltd.$575K1
259Banque Cantonale Vaudoise$571K1
260Envestnet Portfolio Solutions, Inc.$567K1
261Focus Partners Advisor Solutions, LLC$567K1
262Arta Finance Wealth Management LLC$546K1
263Seed Wealth Management, Inc.$545K1
264Capital Group Investment Management Pte. Ltd.$531K1
265QUADRANT CAPITAL GROUP LLC$531K1
266Vanguard Global Advisers, LLC$526K1
267Foster Victor Wealth Advisors, LLC$520K1
268KEYBANK NATIONAL ASSOCIATION/OH$517K1
269AXQ CAPITAL, LP$515K1
270First Affirmative Financial Network$513K1
271CIBC WORLD MARKET INC.$508K1
272Pinnacle Wealth Planning Services, Inc.$503K1
273Ascent Group, LLC$499K1
274EagleClaw Capital Managment, LLC$499K1
275Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$484K1
276CogentBlue Wealth Advisors, LLC$467K1
277Americana Partners, LLC$444K1
278R Squared Ltd$436K1
279Dai-ichi Life Insurance Company, Ltd$425K1
280Texas Yale Capital Corp.$403K1
281Alan B Lancz & Associates, Inc.$403K1
282XPONANCE LLC$400K1
283Storgate, LLC$399K1
284RMR Wealth Builders$398K1
285GC Wealth Management RIA, LLC$396K1
286Lido Advisors, LLC$394K1
287EP Wealth Advisors, LLC$394K1
288Sustainable Insight Capital Management, LLC$387K1
289Vestmark Advisory Solutions, Inc.$378K1
290Athena Wealth Management, LLC$373K1
291Steward Partners Investment Advisory, LLC$365K1
292Quantum Portfolio Management LLC$363K1
293Resonant Capital Advisors, LLC$358K1
294Westerkirk Capital Inc.$354K1
295VestGen Advisors, LLC$350K1
296Indivisible Partners$348K1
297Scientech Research LLC$346K1
298Ninety One SA (PTY) Ltd$345K1
299GHP Investment Advisors, Inc.$344K1
300BENJAMIN EDWARDS INC$343K1
301Harbour Capital Advisors, LLC$341K1
302Blueshift Asset Management, LLC$334K1
303Greenspring Advisors, LLC$334K1
304Walleye Capital LLC$333K1
305LGT Group Foundation$330K1
306Avior Wealth Management, LLC$330K1
307Frec Markets, Inc.$318K1
308BANK OF NOVA SCOTIA$314K1
309SHELTON CAPITAL MANAGEMENT$314K1
310SeaCrest Wealth Management, LLC$306K1
311Sivia Capital Partners, LLC$304K1
312UNITED CAPITAL FINANCIAL ADVISORS, LLC$299K1
313Ballentine Partners, LLC$294K1
314Cresset Asset Management, LLC$293K1
315CAPSTONE INVESTMENT ADVISORS, LLC$291K1
316Capital Research Global Investors$287K1
317HB Wealth Management, LLC$285K1
318Dynamic Technology Lab Private Ltd$280K1
319GeoWealth Management, LLC$268K1
320DRIVE WEALTH MANAGEMENT, LLC$267K1
321Havemeyer Place LP$266K1
322Arax Advisory Partners$262K1
323CWM, LLC$261K1
324Union Bancaire Privee, UBP SA$259K1
325Lansforsakringar Fondforvaltning AB (publ)$255K1
326Samalin Investment Counsel, LLC$254K1
327Bryn Mawr Trust Advisors, LLC$244K1
328Castleview Partners, LLC$234K1
329COMMONWEALTH EQUITY SERVICES, LLC$224K1
330PRINCIPAL SECURITIES, INC.$224K1
331Rehmann Capital Advisory Group$222K1
332Sovran Advisors, LLC$218K1
333Kathmere Capital Management, LLC$216K1
334Tower Research Capital LLC (TRC)$213K1
335WEALTH ALLIANCE, LLC$212K1
336MGO ONE SEVEN LLC$211K1
337JOURNEY STRATEGIC WEALTH LLC$211K1
338VestGen Investment Management$210K1
339BROWN ADVISORY INC$206K1
340Milestone Resources Group Ltd$204K1
341Ascentis Independent Advisors$204K1
342HUB Investment Partners, LLC$204K1
343D.A. DAVIDSON & CO.$200K1
344Zurcher Kantonalbank (Zurich Cantonalbank)$189K1
345Eurizon Asset Management Slovakia, sprav. spol., a.s.$186K1
346GROUP ONE TRADING LLC$172K1
347STOREBRAND ASSET MANAGEMENT AS$164K1
348MATHER GROUP, LLC.$164K1
349WPG Advisers, LLC$140K1
350Smartleaf Asset Management LLC$139K1
351Evelyn Partners Investment Management LLP$124K1
352PRICE T ROWE ASSOCIATES INC /MD/$115K1
353Grove Bank & Trust$107K1
354MAI Capital Management$98.4K1
355UMB Bank, n.a.$93.6K1
356Opal Wealth Advisors, LLC$85.0K1
357Transamerica Financial Advisors, LLC$81.7K1
358Inspire Investing, LLC$72.5K1
359NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$68.6K1
360WealthCollab, LLC$66.6K1
361Murphy & Mullick Capital Management Corp$65.5K1
362JFS WEALTH ADVISORS, LLC$58.4K1
363Legal & General Group Plc$55.4K1
364C WorldWide Group Holding A/S$49.2K1
365Bell Investment Advisors, Inc$46.9K1
366ENTRUST FINANCIAL LLC$42.9K1
367LOM Asset Management Ltd$41.4K1
368Glen Eagle Advisors, LLC$40.2K1
369Caitong International Asset Management Co., Ltd$39.8K1
370FIFTH THIRD BANCORP$37.8K1
371ACADIAN ASSET MANAGEMENT LLC$35.6K1
372Allworth Financial LP$31.2K1
373NATIXIS ADVISORS, LLC$29.2K1
374CDKV HOLDINGS LLC$28.5K1
375Asset Dedication, LLC$28.3K1
376Compagnie Lombard Odier SCmA$25.9K1
377Ameliora Wealth Management Ltd.$25.9K1
378Border to Coast Pensions Partnership Ltd$22.8K1
379Hamrick Investment Counsel, llc$18.1K1
380Ramirez Asset Management, Inc.$16.9K1
381HRT FINANCIAL LP$14.6K1
382DiNuzzo Private Wealth, Inc.$14.2K1
383Valued Wealth Advisors LLC$13.7K1
384Evelyn Partners Investment Management Services Ltd$12.9K1
385Rakuten Securities, Inc.$12.1K1
386Wilmington Savings Fund Society, FSB$11.5K1
387Center for Financial Planning, Inc.$9.6K1
388Larson Financial Group LLC$9.0K1
389DekaBank Deutsche Girozentrale$8.8K1
390THRIVENT FINANCIAL FOR LUTHERANS$8.2K1
391Acumen Wealth Advisors, LLC$8.0K1
392Key FInancial Inc$7.1K1
393Measured Wealth Private Client Group, LLC$6.2K1
394MidFirst Bank$5.2K1
395ALBION FINANCIAL GROUP /UT$4.6K1
396Parkside Financial Bank & Trust$4.2K1
397True Wealth Design, LLC$4.1K1
398JPL Wealth Management, LLC$3.6K1
399Jackson, Grant Investment Advisers, Inc.$3.2K1
400Keating Financial Advisory Services, Inc.$2.8K1
401Wealth Science Advisors LLC$2.7K1
402Dogwood Wealth Management LLC$2.5K1
403Prestige Wealth Management Group LLC$2.1K1
404FINANCIAL CONSULATE, INC$1.6K1
405Cranbrook Wealth Management, LLC$1.4K1
406Intentional Wealth Strategies, LLC$1.4K1
407PARK AVENUE SECURITIES LLC$1.3K1
408Raleigh Capital Management Inc.$1.0K1
409FLOW TRADERS U.S. LLC$9041
410Abound Wealth Management$8811
411CENTRAL TRUST Co$8551
412Virtu Financial LLC$7971
413Summit Global Investments$6981
414Physician Wealth Advisors, Inc.$5181
415Rachor Investment Advisory Services, LLC$3371
416Cambridge Investment Research Advisors, Inc.$2801
417Bollard Group LLC$721
418Stone House Investment Management, LLC$521
419BARINGS LLC$01
420VANGUARD GROUP INC$01
421GLENMEDE TRUST CO NA$01
422HARBOUR INVESTMENTS, INC.$01
423Atlantic Union Bankshares Corp$01
424LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$01
425HM PAYSON & CO$01
426TOMPKINS FINANCIAL CORP$01
427AVIVA PLC$01
428NOMURA HOLDINGS INC$01
429DSM CAPITAL PARTNERS LLC$01
430BALYASNY ASSET MANAGEMENT L.P.$01
431Overbrook Management Corp$01
432Covenant Partners, LLC$01
433Grantham, Mayo, Van Otterloo & Co. LLC$01
434Campbell & CO Investment Adviser LLC$01
435Walleye Trading LLC$01
436Employees Retirement System of Texas$01
437Choate Investment Advisors$01
438GAM Holding AG$01
439GTS SECURITIES LLC$01
440IMC-Chicago, LLC$01
441Verition Fund Management LLC$01
442TWO SIGMA ADVISERS, LP$01
443Diversified Trust Co$01
444Savant Capital, LLC$01
445Main Street Research LLC$01
446FOX RUN MANAGEMENT, L.L.C.$01
447Capital Wealth Planning, LLC$01
448Mirae Asset Global Investments Co., Ltd.$01
449Strategic Global Advisors, LLC$01
450Tuttle Capital Management, LLC$01
451Coronation Fund Managers Ltd.$01
452Dynamic Advisor Solutions LLC$01
453Two Creeks Capital Management, LP$01
454Quadrature Capital Ltd$01
455NS Partners Ltd$01
456Mirabaud Asset Management Ltd$01
457Centiva Capital, LP$01
458Garner Asset Management Corp$01
459DV Trading LLC$01
460Ovata Capital Management Ltd$01
461Crewe Advisors LLC$01
462Triumph Capital Management$01
463Global Retirement Partners, LLC$01
464OPTIMAS CAPITAL Ltd$01
465Laurel Wealth Advisors LLC$01
466Y-Intercept (Hong Kong) Ltd$01
467RIVERSEDGE ADVISORS, LLC$01
468Aprio Wealth Management, LLC$01
469Kestra Advisory Services, LLC$01
470Militia Capital Partners, LP$01
471DV EQUITIES, LLC$01
472Mayflower Financial Advisors, LLC$01
473Capital Group Private Client Services, Inc.$01
474NewEdge Wealth, LLC$01
475CenterBook Partners LP$01
476SJS Investment Consulting Inc.$01
477PharVision Advisers, LLC$01
478SageView Advisory Group, LLC$01
479Nearwater Capital Markets, Ltd$01
480Cape Investment Advisory, Inc.$01
481Granite Group Advisors, LLC$01
482Northwest & Ethical Investments L.P.$01
483May Hill Capital, LLC$01
484SAGESPRING WEALTH PARTNERS, LLC$01
485SmartHarvest Portfolios, LLC$01
486Fideuram Asset Management (Ireland) dac$01
487MCGUIRE CAPITAL ADVISORS INC$01
Truncated by Public Filings. The published aggregate ranks the top 487 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)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ 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 IBN

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for IBN · financials and macro

Financials — as filed PLANNED

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