Public record / Tickers / ICE

ICE — Intercontinental Exchange, Inc.

Both disclosure regimes on one name: who in Congress filed about ICE, 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
73
all PTR rows naming ICE
Members · 12m
6
6 buys · 3 sells · by trade date
Latest PTR
08-14
filed 2026-08-14
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

Kelly Loeffler · $5.0M–$25.0M

Sale · traded 2020-07-22 → filed 2020-08-21. Ranked over every ICE row by the provable lower bound, never a point estimate.

6 members · 6 buys / 3 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

10 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

13 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. 13 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING ICE · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ICE
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-14Richard McCormick R–GA-7SaleTraded 07-30 +15d$1K–$15K
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-07-09Richard McCormick R–GA-7PurchaseTraded 06-12 +27d$1K–$15K
2026-03-12Julia Letlow R–LA-5SaleTraded 02-12 +28d$1K–$15K
2026-02-26Josh Gottheimer D–NJ-5Purchase · JT (jointly owned)Traded 01-26 +31d$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 73 ↗

Members active in ICE

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing ICE 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.
Richard McCormick R–GA-73−$13.0K to $29.0K3
Josh Gottheimer D–NJ-52−$14.0K to $14.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2
Julia Letlow R–LA-51−$15.0K to −$1.0K2
Markwayne Mullin R–OK1$15.0K to $50.0K
Thomas H. Kean, Jr. R–NJ-71$1.0K to $15.0K2

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

Congress ↔ notable managers · ICE

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

Congress · last 90 days

Buyers
2 Alan Armstrong R–OK, Richard McCormick R–GA-7 $2K–$30K
Sellers
1 Richard McCormick R–GA-7 $1K–$15K

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 · INTERCONTINENTAL EXCHANGE IN

Merged timeline of congressional filings and notable-manager moves on ICE
DateWhoChangeSize
2026-08-14Richard McCormick CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-07-09Richard McCormick CongressPurchase$1K–$15K
2026-05-15Viking Global Investors 13Fadd+33,699 sh
2026-05-15Tudor Investment Corp 13Fadd+202,629 sh
2026-05-15Ruane Cunniff & Goldfarb 13Ftrim−64,535 sh
2026-05-15Gotham Asset Management 13Ftrim−27,139 sh
2026-05-15Bridgewater Associates 13Fexit−47,051 sh
2026-05-14Caxton Associates 13Fnew+1,447 sh
2026-05-01Markel Group 13Fadd+8,000 sh

10 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

full holders view ↗
Top institutional holders of ICE for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$8.3B1
2VANGUARD CAPITAL MANAGEMENT LLC$5.8B1
3STATE STREET CORP$4.0B1
4HARRIS ASSOCIATES L P$2.6B1
5MORGAN STANLEY$2.3B1
6GEODE CAPITAL MANAGEMENT, LLC$2.0B1
7VANGUARD PORTFOLIO MANAGEMENT LLC$1.9B1
8WELLINGTON MANAGEMENT GROUP LLP$1.6B1
9ROYAL BANK OF CANADA$1.3B1
10NORTHERN TRUST CORP$1.1B1
11FMR LLC$1.0B1
12Janus Henderson Group Ltd.$988M1
13Capital World Investors$949M1
14Mitsubishi UFJ Asset Management Co., Ltd.$901M1
15BANK OF AMERICA CORP /DE/$886M1
16UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$825M1
17PARNASSUS INVESTMENTS, LLC$791M1
18Amundi$786M1
19Independent Franchise Partners LLP$779M1
20VIKING GLOBAL INVESTORS LP$761M1
21UBS Group AG$696M1
22SANDS CAPITAL MANAGEMENT, LLC$690M1
23Swedbank AB$597M1
24Legal & General Group Plc$567M1
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC$541M1
26Nuveen, LLC$540M1
27LAZARD ASSET MANAGEMENT LLC$515M1
28Bank of New York Mellon Corp$506M1
29VANGUARD FIDUCIARY TRUST CO$503M1
30Boston Partners$494M1
31VICTORY CAPITAL MANAGEMENT INC$483M1
32CANTILLON CAPITAL MANAGEMENT LLC$463M1
33Focus Partners Wealth$456M1
34WELLS FARGO & COMPANY/MN$441M1
35RAYMOND JAMES FINANCIAL INC$433M1
36Invesco Ltd.$429M1
37Ruane, Cunniff & Goldfarb L.P.$415M1
38D. E. Shaw & Co., Inc.$389M1
39DEUTSCHE BANK AG\$374M1
40DIMENSIONAL FUND ADVISORS LP$355M1
41London & Capital Asset Management Ltd$349M1
42AMF Tjanstepension AB$346M1
43NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$343M1
44AMERIPRISE FINANCIAL INC$338M1
45Veritas Asset Management LLP$338M1
46Mawer Investment Management Ltd.$327M1
47MILLENNIUM MANAGEMENT LLC$316M1
48Vontobel Holding Ltd.$307M1
49BANK OF MONTREAL /CAN/$294M1
50Sumitomo Mitsui Trust Group, Inc.$294M1
51FRANKLIN RESOURCES INC$291M1
52ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$284M1
53ALKEON CAPITAL MANAGEMENT LLC$283M1
54Ensign Peak Advisors, Inc$270M1
55CITADEL ADVISORS LLC$269M1
56BARCLAYS PLC$263M1
57CIBC Bancorp USA Inc.$262M1
58BLAIR WILLIAM & CO/IL$251M1
59Robeco Institutional Asset Management B.V.$242M1
60HSBC HOLDINGS PLC$242M1
61FIL Ltd$240M1
62Perpetual Ltd$211M1
63ENVESTNET ASSET MANAGEMENT INC$200M1
64Vanguard Global Advisers, LLC$195M1
65BNP Paribas Asset Management Holding S.A.$192M1
66CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$192M1
67Magellan Asset Management Ltd$187M1
68SCHRODER INVESTMENT MANAGEMENT GROUP$182M1
69National Pension Service$178M1
70Prana Capital Management, LP$176M1
71MENORA MIVTACHIM HOLDINGS LTD.$171M1
72CANADA PENSION PLAN INVESTMENT BOARD$169M1
73VOYA INVESTMENT MANAGEMENT LLC$162M1
74FIRST MANHATTAN CO. LLC.$160M1
75Altshuler Shaham Ltd$158M1
76STOREBRAND ASSET MANAGEMENT AS$158M1
77CITIGROUP INC$157M1
78VANGUARD ASSET MANAGEMENT, Ltd$155M1
79USS Investment Management Ltd$149M1
80AQR CAPITAL MANAGEMENT LLC$148M1
81CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$148M1
82HORIZON KINETICS ASSET MANAGEMENT LLC$132M1
83SEI INVESTMENTS CO$125M1
84Qube Research & Technologies Ltd$124M1
85JUPITER ASSET MANAGEMENT LTD$124M1
86ALLIANCEBERNSTEIN L.P.$123M1
87BALYASNY ASSET MANAGEMENT L.P.$122M1
88Findlay Park Partners LLP$121M1
89Allspring Global Investments Holdings, LLC$116M1
90Eurizon Capital SGR S.p.A.$116M1
91JANE STREET GROUP, LLC$114M1
92DAVENPORT & Co LLC$114M1
93KENSICO CAPITAL MANAGEMENT CORP$113M1
94MANUFACTURERS LIFE INSURANCE COMPANY, THE$112M1
95James Hambro & Partners LLP$108M1
96UniSuper Management Pty Ltd$107M1
97HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$103M1
98PRINCIPAL FINANCIAL GROUP INC$99.7M1
99L1 Capital International Pty Ltd$97.0M1
100EARNEST PARTNERS LLC$95.8M1
101Chicago Capital, LLC$91.6M1
102Universal- Beteiligungs- und Servicegesellschaft mbH$85.4M1
103Aberdeen Group plc$84.8M1
104Baird Financial Group, Inc.$82.6M1
105ADAGE CAPITAL PARTNERS GP, L.L.C.$80.0M1
106STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$78.7M1
107PFA Pension, Forsikringsaktieselskab$78.1M1
108Connor, Clark & Lunn Investment Management Ltd.$76.4M1
109Candriam S.C.A.$70.1M1
110Walleye Capital LLC$69.3M1
111WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$68.4M1
112Corient Private Wealth LLC$68.3M1
113ABN AMRO INVESTMENT SOLUTIONS$64.9M1
114Compagnie Lombard Odier SCmA$63.2M1
115PRUDENTIAL FINANCIAL INC$62.7M1
116PANAGORA ASSET MANAGEMENT INC$62.3M1
117LPL Financial LLC$61.3M1
118STIFEL FINANCIAL CORP$60.8M1
119Holocene Advisors, LP$60.4M1
120COMPASS CAPITAL MANAGEMENT, INC$60.2M1
121FIRST TRUST ADVISORS LP$59.6M1
122M.D. Sass, LLC$58.9M1
123KEYBANK NATIONAL ASSOCIATION/OH$55.4M1
124Schonfeld Strategic Advisors LLC$55.1M1
125MEITAV INVESTMENT HOUSE LTD$55.0M1
126ROYAL LONDON ASSET MANAGEMENT LTD$54.5M1
127Pictet Asset Management Holding SA$54.1M1
128KING LUTHER CAPITAL MANAGEMENT CORP$54.0M1
129J. Stern & Co. LLP$53.5M1
130Rockefeller Capital Management L.P.$51.9M1
131WESTWOOD HOLDINGS GROUP INC$51.8M1
132CRAWFORD INVESTMENT COUNSEL INC$51.4M1
133Delta Global Management LP$51.2M1
134NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$50.4M1
135Korea Investment CORP$49.5M1
136STATE OF WISCONSIN INVESTMENT BOARD$49.0M1
137MACKENZIE FINANCIAL CORP$48.5M1
138Guinness Asset Management LTD$48.3M1
139APG Asset Management N.V.$48.1M1
140Point72 Asset Management, L.P.$47.9M1
141WORLDQUANT MILLENNIUM ADVISORS LLC$46.2M1
142Cerity Partners LLC$46.0M1
143Zurcher Kantonalbank (Zurich Cantonalbank)$45.6M1
144TORONTO DOMINION BANK$44.9M1
145Vanguard Investments Australia, Ltd.$44.7M1
146Chevy Chase Trust Holdings, LLC$44.3M1
147Quantinno Capital Management LP$43.2M1
148Cannell & Spears LLC$43.1M1
149United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$42.2M1
150Alyeska Investment Group, L.P.$41.4M1
151DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$41.2M1
152TD ASSET MANAGEMENT INC$41.1M1
153GUGGENHEIM CAPITAL LLC$40.8M1
154M&G Plc$39.1M1
155Asset Management One Co., Ltd.$38.7M1
156CIBC Asset Management Inc$37.7M1
157LGT CAPITAL PARTNERS LTD.$37.5M1
158ASR Vermogensbeheer N.V.$36.8M1
159STATE OF MICHIGAN RETIREMENT SYSTEM$36.5M1
160GATEWAY INVESTMENT ADVISERS LLC$36.1M1
161Aquatic Capital Management LLC$36.0M1
162Lansforsakringar Fondforvaltning AB (publ)$36.0M1
163EASTERN BANK$35.2M1
164Creative Planning$33.9M1
165TRILLIUM ASSET MANAGEMENT, LLC$33.7M1
166BANK OF NOVA SCOTIA$33.3M1
167ASSETMARK, INC$32.8M1
168FIFTH THIRD BANCORP$32.4M1
169Federation des caisses Desjardins du Quebec$32.4M1
170TUDOR INVESTMENT CORP ET AL$32.1M1
171National Mutual Insurance Federation of Agricultural Cooperatives$31.9M1
172Banco Santander, S.A.$31.5M1
173NOMURA ASSET MANAGEMENT CO LTD$31.5M1
1742Xideas AG$30.7M1
175State of New Jersey Common Pension Fund D$30.6M1
176Aristotle Atlantic Partners, LLC$29.7M1
177Freestone Grove Partners LP$29.4M1
178LGT Group Foundation$29.0M1
179INVESTMENT HOUSE LLC$28.6M1
180Resona Asset Management Co.,Ltd.$28.4M1
181AMERICAN CENTURY COMPANIES INC$28.4M1
182NATIONAL BANK OF CANADA /FI/$28.3M1
183OSTERWEIS CAPITAL MANAGEMENT INC$27.8M1
184TOCQUEVILLE ASSET MANAGEMENT L.P.$27.7M1
185DEPRINCE RACE & ZOLLO INC$27.5M1
186HighTower Advisors, LLC$27.5M1
187Sycale Advisors (NY) LLC$27.3M1
188Cresset Asset Management, LLC$26.7M1
189Tredje AP-fonden$26.6M1
190Destination Wealth Management$26.4M1
191EULAV Asset Management$25.9M1
192PUBLIC SECTOR PENSION INVESTMENT BOARD$25.4M1
193FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$25.4M1
194GW HENSSLER & ASSOCIATES LTD$24.6M1
195Arizona State Retirement System$24.6M1
196Czech National Bank$24.3M1
197ROCKLAND TRUST CO$23.9M1
198Mill Capital Management, LLC$23.8M1
199SUSQUEHANNA INTERNATIONAL GROUP, LLP$23.8M1
200Blue Chip Partners, LLC$23.8M1
201Tidal Investments LLC$23.4M1
202Baltimore-Washington Financial Advisors, Inc.$23.1M1
203EXENCIAL WEALTH ADVISORS, LLC$23.1M1
204MAI Capital Management$22.4M1
205AE Wealth Management LLC$22.2M1
206Rafferty Asset Management, LLC$21.7M1
207HOWE & RUSLING INC$21.4M1
208Cetera Investment Advisers$21.2M1
209Hudson Bay Capital Management LP$21.0M1
210Sone Capital Management, LLC$21.0M1
211COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$20.8M1
212PRUDENTIAL PLC$20.7M1
213Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust$20.3M1
214US BANCORP \DE\$19.7M1
215Clearstead Advisors, LLC$19.7M1
216Nippon Life Global Investors Americas, Inc.$19.6M1
217MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$19.4M1
218Lido Advisors, LLC$19.3M1
219COMMERCE BANK$19.2M1
220Varma Mutual Pension Insurance Co$19.2M1
221WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD$19.1M1
222SEB Asset Management AB$19.1M1
223Daiwa Securities Group Inc.$19.0M1
224Retirement Systems of Alabama$19.0M1
225Mirae Asset Global Investments Co., Ltd.$18.8M1
226TRUIST FINANCIAL CORP$18.7M1
227Swiss Life Asset Management Ltd$18.7M1
228Pinnacle Financial Partners, Inc.$18.4M1
229Allianz Asset Management GmbH$18.3M1
230ING GROEP NV$18.2M1
231O'SHAUGHNESSY ASSET MANAGEMENT, LLC$18.2M1
232ProShare Advisors LLC$18.0M1
233IFM Investors Pty Ltd$17.7M1
234Steward Partners Investment Advisory, LLC$17.5M1
235Woodline Partners LP$17.5M1
236MML INVESTORS SERVICES, LLC$17.2M1
237Mariner, LLC$16.7M1
238NorthCrest Asset Manangement, LLC$16.6M1
239SCHWARTZ INVESTMENT COUNSEL INC$16.5M1
240Aptus Capital Advisors, LLC$16.4M1
241MUFG Securities EMEA plc$16.3M1
242PALISADE CAPITAL MANAGEMENT, LP$16.3M1
243BEESE FULMER INVESTMENT MANAGEMENT, INC.$16.2M1
244Pathstone Holdings, LLC$16.2M1
245TEACHER RETIREMENT SYSTEM OF TEXAS$16.0M1
246Zurich Insurance Group Ltd/FI$15.9M1
247PICTON MAHONEY ASSET MANAGEMENT$15.9M1
248OPPENHEIMER ASSET MANAGEMENT INC.$15.9M1
249XPONANCE LLC$15.7M1
250STANSBERRY ASSET MANAGEMENT, LLC$15.2M1
251Polar Capital Holdings Plc$15.0M1
252Vanguard Personalized Indexing Management, LLC$15.0M1
253Running Oak Capital LLC$14.6M1
254Utah Retirement Systems$14.6M1
255ARCADIA INVESTMENT MANAGEMENT CORP/MI$14.3M1
256Walleye Trading LLC$14.1M1
257Assenagon Asset Management S.A.$13.5M1
258Sanctuary Advisors, LLC$13.4M1
259NEW YORK LIFE INVESTMENT MANAGEMENT LLC$13.3M1
260Rakuten Investment Management, Inc.$13.2M1
261Vinva Investment Management Ltd$13.2M1
262Walter Public Investments Inc.$12.8M1
263NEOS Investment Management LLC$12.7M1
264HB Wealth Management, LLC$12.6M1
265BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$12.4M1
266ALTRINSIC GLOBAL ADVISORS LLC$12.3M1
267KESTRA PRIVATE WEALTH SERVICES, LLC$12.3M1
268Penobscot Investment Management Company, Inc.$12.2M1
269Chesley Taft & Associates LLC$12.2M1
270Advocacy Wealth Management, LLC$12.1M1
271Jasper Ridge Partners, L.P.$12.0M1
272Interval Partners, LP$11.9M1
273Sumitomo Mitsui DS Asset Management Company, Ltd$11.9M1
274Dash Acquisitions Inc.$11.7M1
275Marks Group Wealth Management, Inc$11.7M1
276Engineers Gate Manager LP$11.5M1
277LGT Fund Management Co Ltd.$11.5M1
278Lombard Odier Asset Management (Europe) Ltd$11.5M1
279NISSAY ASSET MANAGEMENT CORP /JAPAN$11.5M1
280FEDERATED HERMES, INC.$11.3M1
281NORDEA INVESTMENT MANAGEMENT AB$11.1M1
282Fiera Capital Corp$10.9M1
283EagleClaw Capital Managment, LLC$10.9M1
284Capital International Sarl$10.7M1
285Unisphere Establishment$10.7M1
286BROWN, LISLE/CUMMINGS, INC.$10.7M1
287MACQUARIE GROUP LTD$10.6M1
288Gotham Asset Management, LLC$10.6M1
289OSAIC HOLDINGS, INC.$10.6M1
290MEEDER ASSET MANAGEMENT INC$10.4M1
291CAPITOLIS LIQUID GLOBAL MARKETS LLC$10.4M1
292OREGON PUBLIC EMPLOYEES RETIREMENT FUND$10.2M1
293Hyperion Capital Advisors LP$10.2M1
294NOVARE CAPITAL MANAGEMENT LLC$10.2M1
295Spinecap SAS$9.6M1
296MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$9.5M1
297Altrafin AG$9.4M1
298Triavera Capital LLC$9.4M1
299MATTERN CAPITAL MANAGEMENT, LLC$9.2M1
300OP Asset Management Ltd$9.2M1
301COMMONWEALTH EQUITY SERVICES, LLC$9.1M1
302Claar Advisors LLC$9.1M1
303TRAPHAGEN INVESTMENT ADVISORS LLC$8.8M1
304Sendero Wealth Management, LLC$8.8M1
305Amova Asset Management Americas, Inc.$8.8M1
306BRIGHT ROCK CAPITAL MANAGEMENT, LLC$8.7M1
307Elk River Wealth Management LLC$8.5M1
308JGP Wealth Management, LLC$8.5M1
309CREDIT AGRICOLE S A$8.4M1
310Segment Wealth Management, LLC$8.3M1
311Narwhal Capital Management$8.2M1
312MERCER GLOBAL ADVISORS INC /ADV$8.1M1
313INTECH INVESTMENT MANAGEMENT LLC$8.0M1
314Wealthfront Advisers LLC$8.0M1
315Geneos Wealth Management Inc.$8.0M1
316M&T BANK CORP$7.9M1
317Modera Wealth Management, LLC$7.9M1
318Kesler, Norman & Wride, LLC$7.8M1
319BTC Capital Management, Inc.$7.8M1
320Y-Intercept (Hong Kong) Ltd$7.8M1
321DLK Investment Management, LLC$7.7M1
322LBP AM SA$7.7M1
323LEVEL FOUR ADVISORY SERVICES, LLC$7.7M1
324MONTAG A & ASSOCIATES INC$7.6M1
325GDS Wealth Management$7.6M1
326Hills Bank & Trust Co$7.5M1
327Capital International, Inc./CA/$7.5M1
328GHP Investment Advisors, Inc.$7.5M1
329Fort Sheridan Advisors LLC$7.4M1
330STRATEGY ASSET MANAGERS LLC$7.2M1
331Saranac Partners Ltd$7.2M1
332Timber Creek Capital Management LLC$7.2M1
333Avanza Fonder AB$7.2M1
334First Washington CORP$7.1M1
335CAPITAL INTERNATIONAL LTD /CA/$7.1M1
336BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$7.0M1
337Aviso Financial Inc.$7.0M1
338&PARTNERS$7.0M1
339Atria Investments, Inc$6.9M1
340FIRST NATIONAL BANK OF OMAHA$6.9M1
341Channing Capital Management, LLC$6.8M1
342Investment Management Corp of Ontario$6.8M1
343Vident Advisory, LLC$6.7M1
344NewEdge Advisors, LLC$6.3M1
345Vestmark Advisory Solutions, Inc.$6.2M1
346GC Wealth Management RIA, LLC$6.2M1
347Kestra Advisory Services, LLC$6.2M1
348Guinness Atkinson Asset Management Inc$6.2M1
349BANQUE PICTET & CIE SA$6.0M1
350WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6.0M1
351ABN AMRO Bank N.V.$6.0M1
352CHATHAM CAPITAL GROUP, INC.$5.9M1
353Phraction Management LLC$5.9M1
354National Philanthropic Trust$5.8M1
355UNIVEST FINANCIAL Corp$5.8M1
356BROWN ADVISORY INC$5.8M1
357Atlantic Union Bankshares Corp$5.7M1
358Woodbridge CO LTD$5.7M1
359EP Wealth Advisors, LLC$5.7M1
360Montaka Global Pty Ltd$5.7M1
361Waverly Advisors, LLC$5.7M1
362Perigon Wealth Management, LLC$5.7M1
363Andra AP-fonden$5.6M1
364Stratos Wealth Partners, LTD.$5.6M1
365Mirador Capital Partners LP$5.5M1
366D.A. DAVIDSON & CO.$5.5M1
367Generali Asset Management SPA SGR$5.5M1
368Empowered Funds, LLC$5.5M1
369Norinchukin Bank, The$5.4M1
370Osmosis Investment Management UK Ltd$5.4M1
371DUNCKER STREETT & CO INC$5.4M1
372Ayrshire Capital Management LLC$5.4M1
373MIZUHO SECURITIES USA LLC$5.4M1
374Itau Unibanco Holding S.A.$5.4M1
375Smallwood Wealth Investment Management, LLC$5.4M1
376ALERUS FINANCIAL NA$5.3M1
377Orion Porfolio Solutions, LLC$5.2M1
378STEPHENS INC /AR/$5.2M1
379Crossmark Global Holdings, Inc.$5.2M1
380Socorro Asset Management LP$5.1M1
381Texas Yale Capital Corp.$5.1M1
382CITIZENS FINANCIAL GROUP INC/RI$5.1M1
383J. Goldman & Co LP$5.1M1
384TOMPKINS FINANCIAL CORP$5.0M1
385Leelyn Smith, LLC$5.0M1
386Private Advisor Group, LLC$5.0M1
387Karl Kapital LLC$5.0M1
388McKinley Carter Wealth Services, Inc.$4.9M1
389Procyon Advisors, LLC$4.9M1
390Intesa Sanpaolo Wealth Management$4.9M1
391Snowden Capital Advisors LLC$4.8M1
392CONNING INC.$4.8M1
393Inspire Investing, LLC$4.8M1
394World Investment Advisors$4.8M1
395CWM, LLC$4.7M1
396Krilogy Financial LLC$4.7M1
397Metis Global Partners, LLC$4.7M1
398REGIONS FINANCIAL CORP$4.6M1
399MARKEL GROUP INC.$4.5M1
400Man Group plc$4.5M1
401Harbour Capital Advisors, LLC$4.5M1
402NATIXIS$4.5M1
403Maryland State Retirement & Pension System$4.5M1
404Global X Japan Co., Ltd.$4.4M1
405Callan Family Office, LLC$4.4M1
406AlphaCore Capital LLC$4.4M1
407Bank Pictet & Cie (Europe) AG$4.3M1
408WESTPAC BANKING CORP$4.3M1
409First National Bank of Mount Dora, Trust Investment Services$4.3M1
410OMERS ADMINISTRATION Corp$4.2M1
411SCHMIDT P J INVESTMENT MANAGEMENT INC$4.2M1
412Envestnet Portfolio Solutions, Inc.$4.1M1
413Carnegie Investment Counsel$4.1M1
414FIRST CITIZENS BANK & TRUST CO$4.0M1
415LMCG INVESTMENTS, LLC$4.0M1
416Trexquant Investment LP$4.0M1
417BAR HARBOR WEALTH MANAGEMENT$3.9M1
418Dai-ichi Life Insurance Company, Ltd$3.8M1
419Sequoia Financial Advisors, LLC$3.8M1
420Cinctive Capital Management LP$3.8M1
421Oak Asset Management, LLC$3.8M1
422SeaBridge Investment Advisors LLC$3.8M1
423PLATINUM INVESTMENT MANAGEMENT LTD$3.8M1
424Round Rock Advisors LLC$3.8M1
425SummitTX Capital, L.P.$3.7M1
426WEBSTER BANK, N. A.$3.7M1
427AG2R LA MONDIALE GESTION D'ACTIFS$3.6M1
428Parsonex Advisory Services, Inc.$3.6M1
429Tower Research Capital LLC (TRC)$3.6M1
430Keebeck Wealth Management$3.6M1
431Redmond Asset Management, LLC$3.6M1
432Keel Point, LLC$3.6M1
433Laird Norton Wetherby Trust Company, LLC$3.5M1
434Concurrent Investment Advisors, LLC$3.5M1
435SouthState Bank Corp$3.4M1
436FIDUCIARY TRUST CO$3.4M1
437UNITED CAPITAL FINANCIAL ADVISORS, LLC$3.3M1
438Banque Cantonale Vaudoise$3.3M1
439Family Manage LLC$3.3M1
440Siemens Fonds Invest GmbH$3.3M1
441BW Gestao de Investimentos Ltda.$3.3M1
442Polar Asset Management Partners Inc.$3.3M1
443Summit Trail Advisors, LLC$3.2M1
444PETTYJOHN, WOOD & WHITE, INC$3.2M1
445WealthShield Partners, LLC$3.2M1
446Fideuram Asset Management (Ireland) dac$3.2M1
447Meiji Yasuda America Inc$3.2M1
448KIDS CAPITAL MANAGEMENT, L.P.$3.1M1
449RKL Wealth Management LLC$3.1M1
450Apollon Wealth Management, LLC$3.1M1
451Blackstone Inc.$3.1M1
452ExodusPoint Capital Management, LP$3.1M1
453TOKIO MARINE ASSET MANAGEMENT CO LTD$3.0M1
454FOURPATH CAPITAL MANAGEMENT, LLC$3.0M1
455WCG Wealth Advisors LLC$3.0M1
456Equitable Holdings, Inc.$3.0M1
457Qsemble Capital Management, LP$3.0M1
458QUADRANT CAPITAL GROUP LLC$3.0M1
459QRG CAPITAL MANAGEMENT, INC.$3.0M1
460TD Waterhouse Canada Inc.$2.9M1
461Boomfish Wealth Group, LLC$2.9M1
462PROMETHIUM ADVISORS,LLC$2.9M1
463D L CARLSON INVESTMENT GROUP INC$2.9M1
464NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.9M1
465Caprock Group, LLC$2.8M1
466NAPLES GLOBAL ADVISORS, LLC$2.8M1
467NewEdge Wealth, LLC$2.8M1
468PRINCIPAL SECURITIES, INC.$2.7M1
46944 WEALTH MANAGEMENT LLC$2.7M1
470PECAUT & CO.$2.7M1
471Evercore Wealth Management, LLC$2.7M1
472CHOREO, LLC$2.7M1
473NOMURA HOLDINGS INC$2.6M1
474FLPUTNAM INVESTMENT MANAGEMENT CO$2.6M1
475Darwin Wealth Management, LLC$2.6M1
476North Dakota State Investment Board$2.6M1
477RWA WEALTH PARTNERS, LLC$2.6M1
478Bleakley Financial Group, LLC$2.6M1
479AlTi Global, Inc.$2.6M1
480Brown Miller Wealth Management, LLC$2.6M1
481Lighthouse Investment Partners, LLC$2.5M1
482Central Pacific Bank - Trust Division$2.5M1
483Opal Wealth Advisors, LLC$2.5M1
484Carmel Capital Partners, LLC$2.5M1
485Coastline Trust Co$2.5M1
486Brooklyn Investment Group$2.5M1
487Charter Oak Advisors LP$2.4M1
488IRIDIAN ASSET MANAGEMENT LLC/CT$2.4M1
489TEMA ETFS LLC$2.4M1
490Kenora Financial, LLC$2.4M1
491SOROS CAPITAL MANAGEMENT LLC$2.4M1
492SECURIAN ASSET MANAGEMENT, INC$2.4M1
493Farringdon Capital, Ltd.$2.4M1
494Independent Advisor Alliance$2.4M1
495Squarepoint Ops LLC$2.4M1
496Lombard Odier Asset Management (Switzerland) SA$2.4M1
497PFW Advisors LLC$2.3M1
498Illinois Municipal Retirement Fund$2.3M1
499PINNACLE ASSOCIATES LTD$2.3M1
500MERIDIAN MANAGEMENT CO$2.3M1
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)6 buy / 3 sell
Congress net ($ bound)−$25.0K to $122K
Filers net (actions)not in build
Filers net ($ 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 ICE

RETAINED WINDOW · ACTIVE HITS
Signal hits naming ICE
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 ICE · financials and macro

Financials — as filed PLANNED

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