Public record / Tickers / ILMN

ILMN — ILLUMINA, INC.

Both disclosure regimes on one name: who in Congress filed about ILMN, 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
49
all PTR rows naming ILMN
Members · 12m
2
2 buys · 2 sells · by trade date
Latest PTR
03-09
filed 2026-03-09
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

Michael C. Burgess · $15.0K–$50.0K

Sale · traded 2024-08-30 → filed 2024-10-01. Ranked over every ILMN row by the provable lower bound, never a point estimate.

2 members · 2 buys / 2 sells

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

6 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

7 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. 7 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING ILMN · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ILMN
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-03-09Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 02-10 +27d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-09 LATE·65d$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 49 ↗

Members active in ILMN

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing ILMN 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-93−$29.0K to $13.0K2
Gilbert Ray Cisneros, Jr. D–CA-311$1.0K to $15.0K2

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

Congress ↔ notable managers · ILMN

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 Caxton Associates $0 held

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

Merged timeline of congressional filings and notable-manager moves on ILMN
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+26,928 sh
2026-05-15Bridgewater Associates 13Fnew+12,751 sh
2026-05-14Caxton Associates 13Fexit−3,391 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

full holders view ↗
Top institutional holders of ILMN for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.3B1
2Capital World Investors$1.9B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$841M1
4VANGUARD CAPITAL MANAGEMENT LLC$813M1
5STATE STREET CORP$792M1
6WCM INVESTMENT MANAGEMENT, LLC$716M1
7AQR CAPITAL MANAGEMENT LLC$491M1
8Corvex Management LP$472M1
9Sessa Capital IM, L.P.$404M1
10GEODE CAPITAL MANAGEMENT, LLC$375M1
11Invesco Ltd.$328M1
12Janus Henderson Group Ltd.$259M1
13Southpoint Capital Advisors LP$259M1
14PRIMECAP MANAGEMENT CO/CA/$255M1
15MORGAN STANLEY$227M1
16NORTHERN TRUST CORP$195M1
17UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$193M1
18FMR LLC$191M1
19Senvest Management, LLC$190M1
20BAILLIE GIFFORD & CO$189M1
21BANK OF AMERICA CORP /DE/$187M1
22Bank of New York Mellon Corp$185M1
23UBS Group AG$143M1
24ALLIANCEBERNSTEIN L.P.$143M1
25AMERIPRISE FINANCIAL INC$142M1
26Legal & General Group Plc$142M1
27JUPITER ASSET MANAGEMENT LTD$134M1
28Sumitomo Mitsui Trust Group, Inc.$128M1
29MASSACHUSETTS FINANCIAL SERVICES CO /MA/$127M1
30NORDEA INVESTMENT MANAGEMENT AB$121M1
31RENAISSANCE TECHNOLOGIES LLC$120M1
32VANGUARD FIDUCIARY TRUST CO$116M1
33GUARDCAP ASSET MANAGEMENT Ltd$110M1
34LETKO, BROSSEAU & ASSOCIATES INC$105M1
35FEDERATED HERMES, INC.$101M1
36EDMOND DE ROTHSCHILD HOLDING S.A.$94.6M1
37FIRST TRUST ADVISORS LP$90.5M1
38Amova Asset Management Americas, Inc.$88.9M1
39CHARLES SCHWAB INVESTMENT MANAGEMENT INC$79.6M1
40WELLINGTON MANAGEMENT GROUP LLP$77.0M1
41Quantinno Capital Management LP$76.1M1
42Ilex Capital Partners (UK) LLP$74.6M1
43BROWN ADVISORY INC$73.0M1
44DIMENSIONAL FUND ADVISORS LP$71.8M1
45Patient Capital Management, LLC$67.1M1
46Chevy Chase Trust Holdings, LLC$66.3M1
47Casdin Capital, LLC$65.3M1
48FRANKLIN RESOURCES INC$65.1M1
49STIFEL FINANCIAL CORP$58.6M1
50Swiss National Bank$55.3M1
51CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$53.2M1
52ROYAL BANK OF CANADA$52.9M1
53CITIGROUP INC$51.1M1
54M&G Plc$50.6M1
55ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$49.2M1
56ENVESTNET ASSET MANAGEMENT INC$48.9M1
57ION Fund Management Ltd$48.1M1
58Stephens Investment Management Group LLC$48.0M1
59KEYBANK NATIONAL ASSOCIATION/OH$46.3M1
60Amundi$43.4M1
61IEQ CAPITAL, LLC$43.0M1
62Gotham Asset Management, LLC$42.1M1
63PRINCIPAL FINANCIAL GROUP INC$42.1M1
64RAYMOND JAMES FINANCIAL INC$41.5M1
65CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$41.2M1
66DIAMOND HILL CAPITAL MANAGEMENT INC$41.0M1
67SAMLYN CAPITAL, LLC$40.2M1
68Spyglass Capital Management LLC$40.1M1
69CIBC Bancorp USA Inc.$39.7M1
70DEUTSCHE BANK AG\$39.4M1
71Nuveen, LLC$38.8M1
72Meridiem Capital Partners LP$38.6M1
73LMR Partners LLP$38.3M1
74Alyeska Investment Group, L.P.$37.8M1
75PANAGORA ASSET MANAGEMENT INC$37.2M1
76ASR Vermogensbeheer N.V.$33.2M1
77VANGUARD ASSET MANAGEMENT, Ltd$32.9M1
78Woodline Partners LP$32.4M1
79Pictet Asset Management Holding SA$32.3M1
80CANADA PENSION PLAN INVESTMENT BOARD$30.4M1
81EXCHANGE TRADED CONCEPTS, LLC$28.9M1
82BRAIDWELL LP$28.3M1
83TEACHER RETIREMENT SYSTEM OF TEXAS$27.5M1
84BAMCO INC /NY/$27.0M1
85Cannell & Spears LLC$27.0M1
86Mitsubishi UFJ Trust & Banking Corp$26.6M1
87Baird Financial Group, Inc.$26.3M1
88MILLENNIUM MANAGEMENT LLC$25.2M1
89Connor, Clark & Lunn Investment Management Ltd.$25.0M1
90Universal- Beteiligungs- und Servicegesellschaft mbH$24.5M1
91JENNISON ASSOCIATES LLC$23.7M1
92NORTH STAR ASSET MANAGEMENT INC$23.5M1
93Retirement Systems of Alabama$23.1M1
94Eagle Health Investments LP$23.1M1
95Schonfeld Strategic Advisors LLC$22.0M1
96Cerity Partners LLC$21.2M1
97Mitsubishi UFJ Asset Management Co., Ltd.$20.1M1
98Vident Advisory, LLC$19.5M1
99PointState Capital LP$18.3M1
100BARCLAYS PLC$18.3M1
101SEI INVESTMENTS CO$17.8M1
102DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$17.4M1
103STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$17.2M1
104Hardman Johnston Global Advisors LLC$17.0M1
105AVIVA PLC$16.4M1
106Asset Management One Co., Ltd.$15.5M1
107CWM, LLC$15.4M1
108AustralianSuper Pty Ltd$15.3M1
109Aberdeen Group plc$14.5M1
110MANUFACTURERS LIFE INSURANCE COMPANY, THE$14.5M1
111MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$14.2M1
112HSBC HOLDINGS PLC$13.9M1
113Parkman Healthcare Partners LLC$13.6M1
114WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$13.4M1
115National Pension Service$13.1M1
116Susquehanna Portfolio Strategies, LLC$12.9M1
117Zurcher Kantonalbank (Zurich Cantonalbank)$12.9M1
118Mariner, LLC$12.7M1
119Candriam S.C.A.$12.5M1
120Illinois Municipal Retirement Fund$12.0M1
121LPL Financial LLC$11.8M1
122Corient Private Wealth LLC$11.7M1
123NEW YORK STATE COMMON RETIREMENT FUND$11.2M1
124Capital International, Inc./CA/$11.2M1
125NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$11.0M1
126Capital International Sarl$10.6M1
127Korea Investment CORP$10.5M1
128VOYA INVESTMENT MANAGEMENT LLC$10.4M1
129Tidal Investments LLC$10.4M1
130Andra AP-fonden$10.4M1
131Sicart Associates LLC$10.2M1
132STATE OF WISCONSIN INVESTMENT BOARD$9.8M1
133BOURGEON CAPITAL MANAGEMENT LLC$9.8M1
134WELLS FARGO & COMPANY/MN$9.6M1
135Vanguard Global Advisers, LLC$9.4M1
136Vanguard Investments Australia, Ltd.$9.3M1
137MetLife Investment Management, LLC$9.3M1
138BANK OF MONTREAL /CAN/$9.2M1
139TWO SIGMA INVESTMENTS, LP$9.1M1
140Aware Super Pty Ltd as trustee of Aware Super$9.0M1
141Creative Planning$8.6M1
142AMERICAN CENTURY COMPANIES INC$8.5M1
143Robeco Institutional Asset Management B.V.$8.5M1
144SEB Asset Management AB$8.5M1
145APG Asset Management N.V.$8.3M1
146Focus Partners Wealth$8.3M1
147BNP Paribas Asset Management Holding S.A.$7.7M1
148VICTORY CAPITAL MANAGEMENT INC$7.7M1
149KLP KAPITALFORVALTNING AS$7.4M1
150DANSKE BANK A/S$7.3M1
151MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$7.2M1
152KIDS CAPITAL MANAGEMENT, L.P.$7.1M1
153Tredje AP-fonden$7.0M1
154MERCER GLOBAL ADVISORS INC /ADV$7.0M1
155Intesa Sanpaolo S.p.A.$6.8M1
156IQ EQ FUND MANAGEMENT (IRELAND) Ltd$6.8M1
157Point72 Asset Management, L.P.$6.6M1
158State of New Jersey Common Pension Fund D$6.6M1
159Slow Capital, Inc.$6.4M1
160Rockefeller Capital Management L.P.$6.1M1
161GATEWAY INVESTMENT ADVISERS LLC$6.0M1
162Lansforsakringar Fondforvaltning AB (publ)$6.0M1
163Assenagon Asset Management S.A.$6.0M1
164NOMURA ASSET MANAGEMENT CO LTD$6.0M1
165FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$6.0M1
166D. E. Shaw & Co., Inc.$5.9M1
167Engineers Gate Manager LP$5.8M1
168Resona Asset Management Co.,Ltd.$5.6M1
169TRUIST FINANCIAL CORP$5.5M1
170VAN DEN BERG MANAGEMENT I, INC$5.5M1
171PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$5.5M1
172FIFTH THIRD BANCORP$5.2M1
173GUGGENHEIM CAPITAL LLC$5.2M1
174Eurizon Capital SGR S.p.A.$5.2M1
175Investment Management Corp of Ontario$5.1M1
176Crossmark Global Holdings, Inc.$5.1M1
177Arizona State Retirement System$5.1M1
178CAPITAL INTERNATIONAL LTD /CA/$5.0M1
179S-Bank Fund Management Ltd$4.9M1
180OPPENHEIMER & CO INC$4.9M1
181HighTower Advisors, LLC$4.9M1
182Pathstone Holdings, LLC$4.8M1
183BENDER ROBERT & ASSOCIATES$4.8M1
184YOUSIF CAPITAL MANAGEMENT, LLC$4.8M1
185PRUDENTIAL FINANCIAL INC$4.8M1
186COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.7M1
187Nan Shan Life Insurance Co., Ltd.$4.6M1
188STATE OF MICHIGAN RETIREMENT SYSTEM$4.5M1
189US BANCORP \DE\$4.4M1
190Westmount Partners, LLC$4.3M1
191180 WEALTH ADVISORS, LLC$4.3M1
192Swiss Life Asset Management Ltd$4.3M1
193NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$4.2M1
194TD ASSET MANAGEMENT INC$4.2M1
195MML INVESTORS SERVICES, LLC$4.1M1
196DnB Asset Management AS$4.0M1
197Kintegral Advisory, LLC$3.9M1
198OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.9M1
199Mirae Asset Global Investments Co., Ltd.$3.9M1
2001832 Asset Management L.P.$3.8M1
201Vanguard Personalized Indexing Management, LLC$3.8M1
202IFM Investors Pty Ltd$3.8M1
203Allianz Asset Management GmbH$3.7M1
204PFM Health Sciences, LP$3.6M1
205Vontobel Holding Ltd.$3.5M1
206XPONANCE LLC$3.5M1
207Cetera Investment Advisers$3.5M1
208TORONTO DOMINION BANK$3.5M1
209Ameritas Investment Partners, Inc.$3.5M1
210Elo Mutual Pension Insurance Co$3.3M1
211SCHRODER INVESTMENT MANAGEMENT GROUP$3.3M1
212BRIDGEWAY CAPITAL MANAGEMENT, LLC$3.3M1
213MACKENZIE FINANCIAL CORP$3.3M1
214Northwest & Ethical Investments L.P.$3.3M1
215GC Wealth Management RIA, LLC$3.3M1
216ZACKS INVESTMENT MANAGEMENT$3.3M1
217Swedbank AB$3.2M1
218GUARDIAN CAPITAL LP$3.2M1
219Pallas Capital Advisors LLC$3.2M1
220Utah Retirement Systems$3.1M1
221Merit Financial Group, LLC$3.0M1
222OMERS ADMINISTRATION Corp$3.0M1
223Summit Trail Advisors, LLC$2.9M1
224Old West Investment Management, LLC$2.9M1
225Blackstone Inc.$2.8M1
226NISSAY ASSET MANAGEMENT CORP /JAPAN$2.8M1
227Spectrum Asset Management, Inc. (NB/CA)$2.8M1
228Vinva Investment Management Ltd$2.7M1
229Radnor Capital Management, LLC$2.7M1
230Quinn Opportunity Partners LLC$2.7M1
231BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.6M1
232Focus Partners Advisor Solutions, LLC$2.6M1
233Caprock Group, LLC$2.6M1
234Morningstar Investment Management LLC$2.6M1
235Sanctuary Advisors, LLC$2.5M1
236Weil Company, Inc.$2.5M1
237Bellevue Group AG$2.5M1
238QUADRANT CAPITAL GROUP LLC$2.5M1
239Daiwa Securities Group Inc.$2.5M1
240Guardian Partners Inc.$2.4M1
241Choate Investment Advisors$2.4M1
242Legato Capital Management LLC$2.4M1
243Vestmark Advisory Solutions, Inc.$2.4M1
244Verition Fund Management LLC$2.2M1
245Banco Santander, S.A.$2.2M1
246Ensign Peak Advisors, Inc$2.2M1
247HOWLAND CAPITAL MANAGEMENT LLC$2.1M1
248OP Asset Management Ltd$2.0M1
249Ballentine Partners, LLC$2.0M1
250XTX Topco Ltd$1.9M1
251CIBC Asset Management Inc$1.9M1
252GROUP ONE TRADING LLC$1.9M1
253Atria Investments, Inc$1.9M1
254Ethic Inc.$1.9M1
255Krilogy Financial LLC$1.9M1
256North Dakota State Investment Board$1.9M1
257Sumitomo Mitsui DS Asset Management Company, Ltd$1.9M1
258ANDERSON HOAGLAND & CO$1.8M1
259Twin Tree Management, LP$1.8M1
260ProShare Advisors LLC$1.7M1
261STOREBRAND ASSET MANAGEMENT AS$1.6M1
262Empowered Funds, LLC$1.6M1
263Bridgewater Associates, LP$1.6M1
264State of Wyoming$1.6M1
265Wealthcare Advisory Partners LLC$1.5M1
266AIA Group Ltd$1.5M1
267Integrated Quantitative Investments LLC$1.5M1
268Chicago Partners Investment Group LLC$1.5M1
269Third View Private Wealth, LLC$1.5M1
270EVOLVE PRIVATE WEALTH, LLC$1.5M1
271COMMONWEALTH EQUITY SERVICES, LLC$1.4M1
272Federation des caisses Desjardins du Quebec$1.4M1
273L2 Asset Management, LLC$1.4M1
274Bull Harbor Capital LLC$1.4M1
275Avanza Fonder AB$1.4M1
276SCOTIA CAPITAL INC.$1.4M1
277SECURIAN ASSET MANAGEMENT, INC$1.4M1
278Impact Partnership Wealth, LLC$1.4M1
279WESTWOOD HOLDINGS GROUP INC$1.4M1
280Brooklyn Investment Group$1.3M1
281Biondo Investment Advisors, LLC$1.3M1
282Generali Asset Management SPA SGR$1.3M1
283HANCOCK WHITNEY CORP$1.3M1
284Callan Family Office, LLC$1.2M1
285M&T BANK CORP$1.2M1
286K.J. Harrison & Partners Inc$1.2M1
287KORNITZER CAPITAL MANAGEMENT INC /KS$1.2M1
288Mediolanum International Funds Ltd$1.2M1
289Sterling Capital Management LLC$1.2M1
290Inscription Capital, LLC$1.2M1
291GROUPAMA ASSET MANAGMENT$1.2M1
292Intellectus Partners, LLC$1.1M1
293Aaron Wealth Advisors LLC$1.1M1
294STEPHENS INC /AR/$1.1M1
295OSAIC HOLDINGS, INC.$1.1M1
296COMMERCE BANK$1.1M1
297FIRST MANHATTAN CO. LLC.$1.1M1
298Sepio Capital, LP$1.1M1
299GREENLEAF TRUST$1.1M1
300Banque Cantonale Vaudoise$1.1M1
301Laird Norton Wetherby Trust Company, LLC$1.1M1
302Capital Group Investment Management Pte. Ltd.$1.1M1
303NISA INVESTMENT ADVISORS, LLC$1.1M1
304MONETTA FINANCIAL SERVICES INC$1.0M1
305MACQUARIE GROUP LTD$1.0M1
306AZZAD ASSET MANAGEMENT INC /ADV$1.0M1
307JANE STREET GROUP, LLC$1.0M1
308Sequoia Financial Advisors, LLC$1.0M1
309&PARTNERS$988K1
310PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$986K1
311Wealthfront Advisers LLC$981K1
312Maryland State Retirement & Pension System$973K1
313Brickley Wealth Management$972K1
314Osmosis Investment Management UK Ltd$967K1
315NorthCrest Asset Manangement, LLC$957K1
316Prospera Financial Services Inc$895K1
317TOKIO MARINE ASSET MANAGEMENT CO LTD$881K1
318Atlantic Union Bankshares Corp$862K1
319Robertson Stephens Wealth Management, LLC$861K1
320NATIONAL BANK OF CANADA /FI/$860K1
321OPPENHEIMER ASSET MANAGEMENT INC.$856K1
322SHELTON CAPITAL MANAGEMENT$856K1
323Clear Harbor Asset Management, LLC$851K1
324Mengis Capital Management, Inc.$839K1
325Kera Capital Partners, Inc.$833K1
326QRG CAPITAL MANAGEMENT, INC.$828K1
327Curi Capital, LLC$822K1
328Marex Group Ltd$820K1
329Perigon Wealth Management, LLC$819K1
330RFG Advisory, LLC$807K1
331PRUDENTIAL PLC$793K1
332Cravens & Co Advisors, LLC$785K1
333BANK OF NOVA SCOTIA$782K1
334EVERGREEN CAPITAL MANAGEMENT LLC$781K1
335ELCO Management Co., LLC$774K1
336UNITED CAPITAL FINANCIAL ADVISORS, LLC$774K1
337Advisors Asset Management, Inc.$770K1
338Plato Investment Management Ltd$768K1
339CREDIT AGRICOLE S A$765K1
340Allworth Financial LP$760K1
341CARDIFF PARK ADVISORS, LLC$756K1
342JOHN G ULLMAN & ASSOCIATES INC$755K1
343Generali Investments CEE, investicni spolecnost, a.s.$740K1
344ROYAL LONDON ASSET MANAGEMENT LTD$734K1
345Phoenix Financial Ltd.$733K1
346ABN AMRO INVESTMENT SOLUTIONS$724K1
347MCDONALD PARTNERS LLC$721K1
348Envestnet Portfolio Solutions, Inc.$720K1
349SUSQUEHANNA INTERNATIONAL GROUP, LLP$718K1
350SITTNER & NELSON, LLC$711K1
351Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$707K1
352Saudi Central Bank$695K1
353Parcion Private Wealth LLC$692K1
354EARNED WEALTH ADVISORS, LLC$680K1
355BENJAMIN EDWARDS INC$671K1
356B. Metzler seel. Sohn & Co. AG$671K1
357INTECH INVESTMENT MANAGEMENT LLC$668K1
358Baker Avenue Asset Management, LP$662K1
359HB Wealth Management, LLC$652K1
360Stonehage Fleming Financial Services Holdings Ltd$651K1
361AE Wealth Management LLC$648K1
362SteelPeak Wealth, LLC$644K1
363SIGNATUREFD, LLC$644K1
364NWAM LLC$636K1
365O'SHAUGHNESSY ASSET MANAGEMENT, LLC$635K1
366TD Waterhouse Canada Inc.$634K1
367Ignite Planners, LLC$627K1
368CHOREO, LLC$627K1
369E. Ohman J:or Asset Management AB$627K1
370Tower Research Capital LLC (TRC)$609K1
371COLDSTREAM CAPITAL MANAGEMENT INC$605K1
372GeoWealth Management, LLC$594K1
373Meiji Yasuda Asset Management Co Ltd.$582K1
374SYM FINANCIAL Corp$575K1
375Waverly Advisors, LLC$575K1
376Siemens Fonds Invest GmbH$575K1
377WADDELL & ASSOCIATES, LLC$574K1
378Moors & Cabot, Inc.$573K1
379CIBC WORLD MARKET INC.$560K1
380Empirical Finance, LLC$560K1
381EVOKE WEALTH, LLC$543K1
382EFG International AG$541K1
383Green Alpha Advisors, LLC$541K1
384NewEdge Advisors, LLC$538K1
385Kaufman Rossin Wealth, LLC$529K1
386HARRELL INVESTMENT PARTNERS, LLC$521K1
387Kestra Advisory Services, LLC$519K1
388Cresset Asset Management, LLC$517K1
389AlphaCore Capital LLC$516K1
390Bridgefront Capital, LLC$514K1
391Lido Advisors, LLC$513K1
392ALPS ADVISORS INC$513K1
393KAVAR CAPITAL PARTNERS GROUP, LLC$500K1
394BCS Private Wealth Management, Inc.$499K1
395Allegiance Financial Group Advisory Services LLC$494K1
396Ariadne Wealth Management, LP$493K1
397Carson Advisory Inc.$489K1
398Torrey Growth & Income Advisors$487K1
399JACKSON THORNTON WEALTH MANAGEMENT, LLC$483K1
400Storgate, LLC$480K1
401HUB Investment Partners, LLC$471K1
402Gibbs Wealth Management$466K1
403Wilmington Savings Fund Society, FSB$464K1
404Caerus Investment Advisors, LLC$464K1
405Dai-ichi Life Insurance Company, Ltd$459K1
406waypoint wealth counsel$454K1
407Numerai GP LLC$453K1
408Concurrent Investment Advisors, LLC$452K1
409Midwest Financial Partners Investments, Inc.$450K1
410Next Capital Management LLC$441K1
411Philip James Wealth Mangement, LLC$430K1
412EP Wealth Advisors, LLC$428K1
413Arax Advisory Partners$428K1
414Balboa Wealth Partners$426K1
415KESTRA PRIVATE WEALTH SERVICES, LLC$420K1
416Quintet Private Bank (Europe) S.A.$420K1
417ELEVATION POINT WEALTH PARTNERS, LLC$419K1
418Portside Wealth Group, LLC$417K1
419Clearstead Advisors, LLC$417K1
420PROFUND ADVISORS LLC$412K1
421POINCIANA ADVISORS GROUP, LLC$409K1
422Csenge Advisory Group$406K1
423Optas, LLC$405K1
424Rothschild Wealth LLC$404K1
425Walleye Capital LLC$395K1
426CHESAPEAKE CAPITAL CORP /IL/$390K1
427Jones Kertz & Associates, Inc.$389K1
428Frec Markets, Inc.$388K1
429CITIZENS FINANCIAL GROUP INC/RI$377K1
430INDEPENDENT FINANCIAL GROUP, LLC$377K1
431Arrowpoint Investment Partners (Singapore) Pte. Ltd.$373K1
432Wedmont Private Capital$370K1
433Cohen Klingenstein LLC$370K1
434Arlington Financial Advisors, LLC$370K1
435Praxis Capital Management LLC$370K1
436GREENWOOD CAPITAL ASSOCIATES LLC$369K1
437denkapparat Operations GmbH$366K1
438Farringdon Capital, Ltd.$365K1
439PINNACLE ASSOCIATES LTD$352K1
440Meeder Advisory Services, Inc.$348K1
441Telos Capital Management, Inc.$339K1
442Snowden Capital Advisors LLC$337K1
443UniSuper Management Pty Ltd$333K1
444DF DENT & CO INC$331K1
445Avior Wealth Management, LLC$329K1
446PERSONAL CFO SOLUTIONS, LLC$326K1
447PRINCIPAL SECURITIES, INC.$324K1
448Leonteq Securities AG$321K1
449PRELUDE CAPITAL MANAGEMENT, LLC$320K1
450Lombard Odier Asset Management (Switzerland) SA$318K1
451Platform Technology Partners$317K1
452Sivia Capital Partners, LLC$314K1
453Steward Partners Investment Advisory, LLC$308K1
454NORTHWEST WEALTH MANAGEMENT, LLC$306K1
455Probity Advisors, Inc.$304K1
456Linden Thomas Advisory Services, LLC$297K1
457SECTORAL ASSET MANAGEMENT INC$296K1
458JOURNEY STRATEGIC WEALTH LLC$293K1
459NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$292K1
460Pinnacle Wealth Management Advisory Group, LLC$291K1
461LEAVELL INVESTMENT MANAGEMENT, INC.$289K1
462Vise Technologies, Inc.$286K1
463GLENMEDE TRUST CO NA$282K1
464BRADLEY FOSTER & SARGENT INC/CT$281K1
465Jacksonville Wealth Management, LLC$277K1
466Grove Bank & Trust$275K1
467Cordatus Wealth Management LLC$275K1
468Poehling Capital Management, INC.$274K1
469AMERICAN CAPITAL MANAGEMENT INC$274K1
470Rafferty Asset Management, LLC$266K1
471Global Endowment Management, LP$263K1
472Abundance Wealth Counselors$262K1
473True Wealth Design, LLC$262K1
474KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$261K1
475SEEDS INVESTOR LLC$257K1
476Y-Intercept (Hong Kong) Ltd$249K1
477INSIGNEO ADVISORY SERVICES, LLC$249K1
478UMB Bank, n.a.$249K1
479Uniting Wealth Partners, LLC$247K1
480INCEPTIONR LLC$246K1
481BAKER TILLY WEALTH MANAGEMENT, LLC$245K1
482SBI Securities Co., Ltd.$245K1
483Cornerstone Wealth Group, LLC$244K1
484Graham Capital Management, L.P.$243K1
485QTR Family Wealth, LLC$243K1
486MAI Capital Management$241K1
487Beacon Pointe Advisors, LLC$240K1
488Meiji Yasuda Life Insurance Co$238K1
489United Advisor Group, LLC$238K1
490GenTrust, LLC$237K1
491JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$237K1
492BLAIR WILLIAM & CO/IL$230K1
493Frank, Rimerman Advisors LLC$230K1
494ASHTON THOMAS SECURITIES, LLC$224K1
495WELCH & FORBES LLC$222K1
496BOURNE LENT ASSET MANAGEMENT INC$222K1
497SAGE RHINO CAPITAL LLC$220K1
498Symmetry Partners, LLC$218K1
499SAGESPRING WEALTH PARTNERS, LLC$216K1
500Essex Financial Services, Inc.$214K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

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

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)2 buy / 2 sell
Congress net ($ bound)−$28.0K to $28.0K
Filers net (actions)not in build
Filers net ($ 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 ILMN

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for ILMN · financials and macro

Financials — as filed PLANNED

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