Public record / Tickers / IDA

IDA — IDACORP INC

Both disclosure regimes on one name: who in Congress filed about IDA, 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
5
all PTR rows naming IDA
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
04-07
filed 2026-04-07
13F holders
479
top-479 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

Jefferson Shreve · $15.0K–$50.0K

Sale · traded 2025-05-12 → filed 2025-06-22. Ranked over every IDA row by the provable lower bound, never a point estimate.

1 member · 1 buys / 0 sells

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

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

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 IDA · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning IDA
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 03-03 +35d$1K–$15K
2025-06-22Jefferson Shreve R–IN-6SaleTraded 05-12 +41d$15K–$50K
2025-05-14Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 04-09 +35d$1K–$15K
2025-04-11Jefferson Shreve R–IN-6Sale · partial (partial sale)Traded 03-05 +37d$15K–$50K
2020-04-16Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 03-31 +16d$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 5 ↗

Members active in IDA

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing IDA in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-311$1.0K to $15.0K2

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

Congress ↔ notable managers · IDA

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

Trimming
1 Soros Fund Management $82.5M held

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

Merged timeline of congressional filings and notable-manager moves on IDA
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+47,913 sh
2026-05-15Bridgewater Associates 13Fadd+38,721 sh
2026-05-15Soros Fund Management 13Ftrim−7,766 sh

3 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 IDA for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$928M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$465M1
3WELLINGTON MANAGEMENT GROUP LLP$408M1
4VANGUARD CAPITAL MANAGEMENT LLC$349M1
5MORGAN STANLEY$311M1
6STATE STREET CORP$275M1
7JENNISON ASSOCIATES LLC$214M1
8FMR LLC$206M1
9TWO SIGMA INVESTMENTS, LP$193M1
10Capital World Investors$170M1
11GEODE CAPITAL MANAGEMENT, LLC$159M1
12ALLIANCEBERNSTEIN L.P.$152M1
13Pictet Asset Management Holding SA$110M1
14DIMENSIONAL FUND ADVISORS LP$106M1
15Zimmer Partners, LP$103M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$95.8M1
17VICTORY CAPITAL MANAGEMENT INC$95.5M1
18SOROS FUND MANAGEMENT LLC$82.5M1
19Invesco Ltd.$74.5M1
20Bank of New York Mellon Corp$69.9M1
21Life Cycle Investment Partners Ltd$66.2M1
22FIRST TRUST ADVISORS LP$66.2M1
23PRINCIPAL FINANCIAL GROUP INC$65.9M1
24Capital Research Global Investors$65.8M1
25AMERIPRISE FINANCIAL INC$65.7M1
26NORTHERN TRUST CORP$62.9M1
27ANCHOR CAPITAL ADVISORS LLC$59.1M1
28UBS Group AG$57.1M1
29Energy Income Partners, LLC$56.3M1
30Squarepoint Ops LLC$54.2M1
31FRANKLIN RESOURCES INC$54.1M1
32PALISADE CAPITAL MANAGEMENT, LP$53.8M1
33BANK OF AMERICA CORP /DE/$48.7M1
34VANGUARD FIDUCIARY TRUST CO$48.0M1
35SCHRODER INVESTMENT MANAGEMENT GROUP$45.5M1
36BROOKFIELD Corp /ON/$44.5M1
37RAYMOND JAMES FINANCIAL INC$43.3M1
38MAIRS & POWER INC$43.1M1
39BNP Paribas Asset Management Holding S.A.$41.2M1
40WESTWOOD HOLDINGS GROUP INC$40.1M1
41Legal & General Group Plc$36.0M1
42SEI INVESTMENTS CO$35.9M1
43Connor, Clark & Lunn Investment Management Ltd.$34.4M1
44Nuveen, LLC$31.8M1
45WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$31.8M1
46ENVESTNET ASSET MANAGEMENT INC$31.2M1
47WELLS FARGO & COMPANY/MN$31.0M1
48ProShare Advisors LLC$27.5M1
49Arbejdsmarkedets Tillaegspension$26.3M1
50ADAGE CAPITAL PARTNERS GP, L.L.C.$25.7M1
51NEW YORK STATE COMMON RETIREMENT FUND$24.0M1
52Leeward Investments, LLC - MA$23.3M1
53CITADEL ADVISORS LLC$23.2M1
54Tributary Capital Management, LLC$22.7M1
55Retirement Systems of Alabama$21.1M1
56Tidal Investments LLC$20.5M1
57KENNEDY CAPITAL MANAGEMENT LLC$20.0M1
58TEMA ETFS LLC$16.9M1
59DEUTSCHE BANK AG\$16.7M1
60UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$16.6M1
61Yaupon Capital Management LP$16.1M1
62Aberdeen Group plc$15.4M1
63Swiss National Bank$15.3M1
64CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$15.1M1
65BW Gestao de Investimentos Ltda.$14.2M1
66NISA INVESTMENT ADVISORS, LLC$14.2M1
67COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$13.8M1
68Gotham Asset Management, LLC$13.7M1
69Ceredex Value Advisors LLC$13.7M1
70Bridgewater Associates, LP$13.7M1
71Point72 Asset Management, L.P.$12.7M1
72ROYAL BANK OF CANADA$12.7M1
73VOLORIDGE INVESTMENT MANAGEMENT, LLC$11.3M1
74Allspring Global Investments Holdings, LLC$11.1M1
75Universal- Beteiligungs- und Servicegesellschaft mbH$10.9M1
76MIZUHO MARKETS AMERICAS LLC$10.7M1
77Aristotle Capital Boston, LLC$10.4M1
78CITIGROUP INC$10.2M1
79Quantinno Capital Management LP$10.2M1
80Aptus Capital Advisors, LLC$9.1M1
81AQR CAPITAL MANAGEMENT LLC$8.7M1
82Schonfeld Strategic Advisors LLC$8.5M1
83Creative Planning$8.0M1
84FIRST NATIONAL BANK OF OMAHA$7.2M1
85Magellan Asset Management Ltd$7.2M1
86Clark Capital Management Group, Inc.$7.0M1
87LPL Financial LLC$6.9M1
88Phocas Financial Corp.$6.3M1
89US BANCORP \DE\$6.2M1
90MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.9M1
91First Eagle Investment Management, LLC$5.9M1
92VANGUARD ASSET MANAGEMENT, Ltd$5.9M1
93Emerald Investment Advisers, LLC$5.9M1
94Vanguard Investments Australia, Ltd.$5.8M1
95FIRST MANHATTAN CO. LLC.$5.6M1
96KAYNE ANDERSON CAPITAL ADVISORS LP$5.5M1
97Hilton Capital Management, LLC$5.5M1
98STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$5.4M1
99Buckley Wealth Management, LLC$5.4M1
100MACQUARIE GROUP LTD$5.4M1
101Aventail Capital Group, LP$5.2M1
102JOHN G ULLMAN & ASSOCIATES INC$5.2M1
103Brevan Howard Capital Management LP$5.0M1
104Texas Yale Capital Corp.$4.8M1
105TD ASSET MANAGEMENT INC$4.8M1
106STIFEL FINANCIAL CORP$4.7M1
107D. E. Shaw & Co., Inc.$4.7M1
108River Road Asset Management, LLC$4.6M1
109Engineers Gate Manager LP$4.6M1
110Focus Partners Wealth$4.4M1
111STATE OF WISCONSIN INVESTMENT BOARD$4.2M1
112ALPS ADVISORS INC$4.2M1
113Pathstone Holdings, LLC$4.2M1
114HighTower Advisors, LLC$4.0M1
115Cerity Partners LLC$4.0M1
116BENJAMIN EDWARDS INC$3.9M1
117MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.9M1
118MetLife Investment Management, LLC$3.8M1
119JANE STREET GROUP, LLC$3.8M1
120MILLENNIUM MANAGEMENT LLC$3.6M1
121SummitTX Capital, L.P.$3.5M1
122Janus Henderson Group Ltd.$3.5M1
123Vanguard Global Advisers, LLC$3.4M1
124Oliver Luxxe Assets LLC$3.3M1
125SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.2M1
126WORLDQUANT MILLENNIUM ADVISORS LLC$3.1M1
127KEYBANK NATIONAL ASSOCIATION/OH$3.0M1
128Quantbot Technologies LP$3.0M1
129MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.0M1
130CONGRESS ASSET MANAGEMENT CO$2.9M1
131FIFTH THIRD BANCORP$2.9M1
132GUGGENHEIM CAPITAL LLC$2.9M1
133Man Group plc$2.9M1
134Federation des caisses Desjardins du Quebec$2.8M1
135AMERICAN CENTURY COMPANIES INC$2.8M1
136Orion Porfolio Solutions, LLC$2.8M1
137State of New Jersey Common Pension Fund D$2.6M1
138BARCLAYS PLC$2.5M1
139PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$2.5M1
140&PARTNERS$2.5M1
141EP Wealth Advisors, LLC$2.5M1
142BANK OF MONTREAL /CAN/$2.4M1
143GLENMEDE TRUST CO NA$2.4M1
144Cetera Investment Advisers$2.3M1
145Summit Trail Advisors, LLC$2.3M1
146YOUSIF CAPITAL MANAGEMENT, LLC$2.3M1
147BANQUE PICTET & CIE SA$2.2M1
148Susquehanna Portfolio Strategies, LLC$2.1M1
149Arizona State Retirement System$2.1M1
150Zurcher Kantonalbank (Zurich Cantonalbank)$2.1M1
151Aquatic Capital Management LLC$2.1M1
152Bridgefront Capital, LLC$2.0M1
153MENDON CAPITAL ADVISORS CORP$2.0M1
154Clear Creek Financial Management, LLC$2.0M1
155RW Investment Management LLC$1.9M1
156STATE OF MICHIGAN RETIREMENT SYSTEM$1.9M1
157GREAT LAKES ADVISORS, LLC$1.8M1
158Centiva Capital, LP$1.8M1
159CAMBIAR INVESTORS LLC$1.8M1
160WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.7M1
161NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.7M1
162Dorsey & Whitney Trust CO LLC$1.7M1
163COMMONWEALTH EQUITY SERVICES, LLC$1.7M1
164AMG National Trust Bank$1.7M1
165TRUIST FINANCIAL CORP$1.6M1
166OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.6M1
167OPPENHEIMER ASSET MANAGEMENT INC.$1.6M1
168CAXTON ASSOCIATES LLP$1.5M1
169SeaCrest Wealth Management, LLC$1.5M1
170COMMERCE BANK$1.5M1
171Hennion & Walsh Asset Management, Inc.$1.5M1
172Atria Investments, Inc$1.5M1
173Crewe Advisors LLC$1.5M1
174Ameritas Investment Partners, Inc.$1.4M1
175AGP FRANKLIN, LLC$1.4M1
176M&T BANK CORP$1.4M1
177Resona Asset Management Co.,Ltd.$1.3M1
178Corient Private Wealth LLC$1.3M1
179Trexquant Investment LP$1.3M1
180Advisors Asset Management, Inc.$1.3M1
181First National Advisers, LLC$1.2M1
182WINTON GROUP Ltd$1.2M1
183OSAIC HOLDINGS, INC.$1.2M1
184CAPSTONE INVESTMENT ADVISORS, LLC$1.2M1
185iSAM Funds (UK) Ltd$1.2M1
186Tower Research Capital LLC (TRC)$1.2M1
187Vanguard Personalized Indexing Management, LLC$1.1M1
188HSBC HOLDINGS PLC$1.1M1
189Godshalk Welsh Capital Management, Inc.$1.0M1
190O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.0M1
191XTX Topco Ltd$1.0M1
192JOHNSON INVESTMENT COUNSEL INC$1.0M1
193Everhart Financial Group, Inc.$1.0M1
194Continuum Advisory, LLC$999K1
195OCCUDO QUANTITATIVE STRATEGIES LP$955K1
196Sagewood Asset Management LP$951K1
197NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$941K1
198Sanctuary Advisors, LLC$927K1
199XPONANCE LLC$917K1
200Inspire Investing, LLC$842K1
201LEVEL FOUR ADVISORY SERVICES, LLC$840K1
202QUADRANT CAPITAL GROUP LLC$830K1
203Rockefeller Capital Management L.P.$823K1
204EXCHANGE TRADED CONCEPTS, LLC$821K1
205D.A. DAVIDSON & CO.$809K1
206VOYA INVESTMENT MANAGEMENT LLC$809K1
207MML INVESTORS SERVICES, LLC$789K1
208CROBAN$782K1
209MERCER GLOBAL ADVISORS INC /ADV$763K1
210Perigon Wealth Management, LLC$758K1
211Mariner, LLC$743K1
212BETO FINANCIAL GROUP, LLC$743K1
213FULTON BANK, N.A.$738K1
214AIGEN INVESTMENT MANAGEMENT, LP$727K1
215JOURNEY STRATEGIC WEALTH LLC$725K1
216Brooklyn Investment Group$716K1
217VIRTUS ADVISERS, LLC$716K1
218BAHL & GAYNOR INC$715K1
219Tumwater Wealth Management, LLC$712K1
220Murphy, Middleton, Hinkle & Parker, Inc.$707K1
221JAMES INVESTMENT RESEARCH, INC.$705K1
222FOUNDATIONS INVESTMENT ADVISORS, LLC$701K1
223ONTARIO TEACHERS PENSION PLAN BOARD$698K1
224Kingdom Financial Group LLC.$686K1
225BLAIR WILLIAM & CO/IL$642K1
226Sequoia Financial Advisors, LLC$607K1
227REGIONS FINANCIAL CORP$595K1
228Crossmark Global Holdings, Inc.$594K1
229PFG Advisors$579K1
230EntryPoint Capital, LLC$575K1
231FIDUCIARY TRUST CO$573K1
232PRINCIPAL SECURITIES, INC.$571K1
233Geneos Wealth Management Inc.$566K1
234SECURIAN ASSET MANAGEMENT, INC$561K1
235Vident Advisory, LLC$553K1
236IFM Investors Pty Ltd$551K1
237TWO SIGMA SECURITIES, LLC$528K1
238Aster Capital Management (DIFC) Ltd$519K1
239COLDSTREAM CAPITAL MANAGEMENT INC$518K1
240Jacobi Capital Management LLC$507K1
241Inspire Advisors, LLC$492K1
242SIGNATUREFD, LLC$485K1
243FEDERATED HERMES, INC.$485K1
244Kestra Advisory Services, LLC$474K1
245CWM, LLC$473K1
246Swiss Life Asset Management Ltd$472K1
247UNITED CAPITAL FINANCIAL ADVISORS, LLC$461K1
248PRUDENTIAL FINANCIAL INC$457K1
249Vise Technologies, Inc.$450K1
250EVERGREEN CAPITAL MANAGEMENT LLC$448K1
251Kentucky Trust Co$447K1
252EVOLVE PRIVATE WEALTH, LLC$443K1
253HOWE & RUSLING INC$420K1
254MOODY ALDRICH PARTNERS LLC$412K1
255Wealthspire Advisors, LLC$410K1
256UMB Bank, n.a.$407K1
257Utah Retirement Systems$406K1
258Ensign Peak Advisors, Inc$404K1
259CIBC Bancorp USA Inc.$401K1
260Odyssean, LLC$389K1
261Phillips Wealth Planners LLC$381K1
262HB Wealth Management, LLC$376K1
263Ballentine Partners, LLC$373K1
264FIRST CITIZENS BANK & TRUST CO$370K1
265Greenland Capital Management LP$359K1
266BECKER CAPITAL MANAGEMENT INC$358K1
267OneDigital Investment Advisors LLC$357K1
268Atala Financial Inc$357K1
269nVerses Capital, LLC$356K1
270Maryland State Retirement & Pension System$355K1
271Briggs Wealth Management, Inc$353K1
272MITCHELL MCLEOD PUGH & WILLIAMS INC$349K1
273McKinley Carter Wealth Services, Inc.$343K1
274Robertson Stephens Wealth Management, LLC$334K1
275Greenfield Seitz Capital Management, LLC$326K1
276Allworth Financial LP$325K1
277Cresset Asset Management, LLC$324K1
278Farmers & Merchants Trust Co of Long Beach$320K1
279Meeder Advisory Services, Inc.$319K1
280Next Level Wealth Planning, LLC$318K1
281Machina Capital S.A.S.$317K1
282Vanguard Capital Wealth Advisors$311K1
283Callan Family Office, LLC$305K1
284Counterpoint Mutual Funds LLC$304K1
285Kestra Investment Management, LLC$295K1
286SUMMIT WEALTH GROUP LLC / CO$294K1
287NewEdge Advisors, LLC$291K1
288CENTRAL TRUST Co$290K1
289Legacy Capital Wealth Partners, LLC$290K1
290NewEdge Wealth, LLC$286K1
291Merit Financial Group, LLC$280K1
292JGP Wealth Management, LLC$274K1
293Apollon Wealth Management, LLC$269K1
294Vestmark Advisory Solutions, Inc.$264K1
295FLAGSHIP HARBOR ADVISORS, LLC$263K1
296Sterling Capital Management LLC$259K1
297FOX RUN MANAGEMENT, L.L.C.$255K1
298SHELTON CAPITAL MANAGEMENT$250K1
299ARRIEN INVESTMENTS, INC.$244K1
300KESTRA PRIVATE WEALTH SERVICES, LLC$242K1
301Advisory Alpha, LLC$240K1
302AssuredPartners Investment Advisors, LLC$239K1
303FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$234K1
304Colter Lewis Investment Partners LLC$232K1
305AMERICAN NATIONAL BANK & TRUST$232K1
306TOCQUEVILLE ASSET MANAGEMENT L.P.$229K1
307Sowell Financial Services LLC$227K1
308Waterfront Wealth Inc.$227K1
309North Dakota State Investment Board$225K1
310Compound Planning, Inc.$220K1
311DELTA ASSET MANAGEMENT LLC/TN$220K1
312Savant Capital, LLC$220K1
313CIBC Asset Management Inc$220K1
314IHT Wealth Management, LLC$217K1
315Envestnet Portfolio Solutions, Inc.$216K1
316QRG CAPITAL MANAGEMENT, INC.$215K1
317Capstone Financial Advisors, Inc.$214K1
318CHOREO, LLC$213K1
319MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$210K1
320Chicago Partners Investment Group LLC$207K1
321Blue Trust, Inc.$205K1
322Wealthfront Advisers LLC$204K1
323Composition Wealth, LLC$203K1
324IFS Group,LLC$200K1
325Quarry LP$178K1
326ASSETMARK, INC$169K1
327Arax Advisory Partners$159K1
328Asset Dedication, LLC$152K1
329Pinnacle Wealth Planning Services, Inc.$149K1
330EASTERN BANK$123K1
331Steward Partners Investment Advisory, LLC$112K1
332MATHER GROUP, LLC.$111K1
333SIMPLEX TRADING, LLC$100K1
334LORD, ABBETT & CO. LLC$91.3K1
335SouthState Bank Corp$73.6K1
336Wilmington Savings Fund Society, FSB$71.5K1
337Avalon Trust Co$71.5K1
338Basecamp Wealth Advisors LLC$67.2K1
339Parkside Financial Bank & Trust$63.5K1
340NOMURA ASSET MANAGEMENT CO LTD$58.6K1
341MOTCO$57.2K1
342Smartleaf Asset Management LLC$54.4K1
343Independence Bank of Kentucky$51.0K1
344OSTERWEIS CAPITAL MANAGEMENT INC$50.3K1
345SHP Wealth Management$43.7K1
346Eurizon Capital SGR S.p.A.$43.7K1
347Opal Wealth Advisors, LLC$40.0K1
348Physician Wealth Advisors, Inc.$38.2K1
349Measured Wealth Private Client Group, LLC$37.2K1
350SUMMIT SECURITIES GROUP LLC$36.9K1
351Legacy Wealth Managment, LLC/ID$34.7K1
352DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC$34.7K1
353Larson Financial Group LLC$33.9K1
354CHILTON CAPITAL MANAGEMENT LLC$33.2K1
355BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.9K1
356Owl Creek Wealth Partners LLC$28.7K1
357HRT FINANCIAL LP$27.8K1
358Uniplan Investment Counsel, Inc.$27.4K1
359S&T BANK/PA$27.3K1
360PRIVATE TRUST CO NA$26.9K1
361MAI Capital Management$24.9K1
362Manchester Capital Management LLC$20.3K1
363Elevated Capital Advisors, LLC$19.9K1
364Private Wealth Management Group, LLC$19.2K1
365Godfrey Financial Associates, Inc.$15.0K1
366TOMPKINS FINANCIAL CORP$14.3K1
367Annis Gardner Whiting Capital Advisors, LLC$14.3K1
368Ankerstar Wealth, LLC$14.3K1
369Financial Perspectives, Inc$14.2K1
370SBI Securities Co., Ltd.$11.6K1
371Triumph Capital Management$11.4K1
372NATIXIS ADVISORS, LLC$11.1K1
373JONES FINANCIAL COMPANIES LLLP$10.7K1
374BARRETT & COMPANY, INC.$10.6K1
375NEW YORK STATE TEACHERS RETIREMENT SYSTEM$10.1K1
376Keating Financial Advisory Services, Inc.$10.0K1
377Mitsubishi UFJ Asset Management Co., Ltd.$9.2K1
378Clearstead Trust, LLC$9.0K1
379Sapience Investments, LLC$8.3K1
380CVA Family Office, LLC$7.9K1
381State of Alaska, Department of Revenue$7.0K1
382FARMERS & MERCHANTS INVESTMENTS INC$6.7K1
383LGT Financial Advisors LLC$6.6K1
384WPG Advisers, LLC$6.4K1
385NFSG Corp$5.7K1
386TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$4.8K1
387CANADA LIFE ASSURANCE Co$4.6K1
388INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$3.9K1
389JFS WEALTH ADVISORS, LLC$3.9K1
390ELEVATION WEALTH PARTNERS, LLC$3.9K1
391Millstone Evans Group, LLC$3.9K1
392Prestige Wealth Management Group LLC$3.6K1
393AMALGAMATED BANK$3.5K1
394Treasurer of the State of North Carolina$3.3K1
395VAN ECK ASSOCIATES CORP$3.1K1
396DekaBank Deutsche Girozentrale$2.7K1
397Sunrise Financial Services, LLC$2.7K1
398ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$2.6K1
399Bell Investment Advisors, Inc$2.4K1
400Rialto Wealth Management, LLC$2.4K1
401WEBSTER BANK, N. A.$2.4K1
402Sachetta, LLC$2.3K1
403Signature Equity Partners, LLC$2.3K1
404HM PAYSON & CO$2.0K1
405Grove Bank & Trust$2.0K1
406THRIVENT FINANCIAL FOR LUTHERANS$1.7K1
407GSA CAPITAL PARTNERS LLP$1.5K1
408Clearstead Advisors, LLC$1.4K1
409ALBION FINANCIAL GROUP /UT$1.4K1
410Spire Wealth Management$1.3K1
411Wall Street Financial Group, Inc.$1.3K1
412Cromwell Holdings LLC$1.1K1
413SJS Investment Consulting Inc.$1.0K1
414PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$6571
415Wood Tarver Financial Group, LLC$6021
416Vermillion Wealth Management, Inc.$5721
417True Wealth Design, LLC$5721
418DiNuzzo Private Wealth, Inc.$5721
419Bayforest Capital Ltd$5721
420Westfuller Advisors, LLC$5501
421PARK AVENUE SECURITIES LLC$5071
422HFM Investment Advisors, LLC$4291
423INGALLS & SNYDER LLC$2861
424Kilter Group LLC$2861
425TopTier Wealth Management, LLC$2861
426Transamerica Financial Advisors, LLC$2851
427WEDBUSH SECURITIES INC$2321
428KBC Group NV$2211
429BARTLETT & CO. WEALTH MANAGEMENT LLC$1471
430ACADIAN ASSET MANAGEMENT LLC$1461
431Activest Wealth Management$1431
432Caitong International Asset Management Co., Ltd$1431
433Valued Wealth Advisors LLC$1431
434American Capital Advisory, LLC$1431
435Smithfield Trust Co$491
436Capital Advisors, Ltd. LLC$71
437CX Institutional$21
438Avion Wealth$11
439Jefferies Financial Group Inc.$01
440VANGUARD GROUP INC$01
441TEACHER RETIREMENT SYSTEM OF TEXAS$01
442HARBOUR INVESTMENTS, INC.$01
443COMERICA BANK$01
444DEPRINCE RACE & ZOLLO INC$01
445RENAISSANCE TECHNOLOGIES LLC$01
446CIBC Private Wealth Group LLC$01
447Boston Partners$01
448Hudson Bay Capital Management LP$01
449Verition Fund Management LLC$01
450Artisan Partners Limited Partnership$01
451TWO SIGMA ADVISERS, LP$01
452MIRABELLA FINANCIAL SERVICES LLP$01
453PICTON MAHONEY ASSET MANAGEMENT$01
454Assenagon Asset Management S.A.$01
455Capital International Investors$01
456JNBA Financial Advisors$01
457AlphaCore Capital LLC$01
458Verdence Capital Advisors LLC$01
459Atom Investors LP$01
460Global Retirement Partners, LLC$01
461Truvestments Capital LLC$01
462Farringdon Capital, Ltd.$01
463Beck Bode, LLC$01
464CBIZ Investment Advisory Services, LLC$01
465F/m Investments LLC$01
466Optiver Holding B.V.$01
467TUCKER ASSET MANAGEMENT LLC$01
468AlphaQuest LLC$01
469Burkehill Global Management, LP$01
470SEVEN GRAND MANAGERS, LLC$01
471SageView Advisory Group, LLC$01
472Dunhill Financial, LLC$01
473Nemes Rush Group LLC$01
474NEOS Investment Management LLC$01
475Turning Point Benefit Group, Inc.$01
476Vennlight Capital Management, LP$01
477Heritage Family Offices, LLP$01
478Jain Global LLC$01
479MASECO LLP$01
Truncated by Public Filings. The published aggregate ranks the top 479 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 0 sell
Congress net ($ bound)$1.0K to $15.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on IDA

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for IDA · financials and macro

Financials — as filed PLANNED

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