Public record / Tickers / IOT

IOT — Samsara Inc.

Both disclosure regimes on one name: who in Congress filed about IOT, 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
1
all PTR rows naming IOT
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-13
filed 2023-08-13
13F holders
485
top-485 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

Daniel S. Goldman · $1.0K–$15.0K

Sale · traded 2023-07-12 → filed 2023-08-13. Ranked over every IOT row by the provable lower bound, never a point estimate.

No member disclosed IOT 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.

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

No dated IOT rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING IOT · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning IOT
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-08-13Daniel S. Goldman D–NY-10SaleTraded 07-12 +32d$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 1 ↗

Members active in IOT

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

No member disclosed IOT in the trailing 12 months.

Congress ↔ notable managers · IOT

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
1 Gotham Asset Management $9.0M held
Trimming
1 Moore Capital Management $0 held

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

Merged timeline of congressional filings and notable-manager moves on IOT
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+90,480 sh
2026-05-15Moore Capital Management 13Fexit−6,561 sh

2 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 IOT for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BAILLIE GIFFORD & CO$1.8B1
2FMR LLC$753M1
3BlackRock, Inc.$708M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$536M1
5SANDS CAPITAL MANAGEMENT, LLC$496M1
6VANGUARD CAPITAL MANAGEMENT LLC$470M1
7BROWN ADVISORY INC$320M1
8WELLINGTON MANAGEMENT GROUP LLP$270M1
9MORGAN STANLEY$267M1
10STATE STREET CORP$230M1
11a16z Perennial Management, L.P.$190M1
12BAMCO INC /NY/$162M1
13WESTFIELD CAPITAL MANAGEMENT CO LP$161M1
141832 Asset Management L.P.$137M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$112M1
16JANE STREET GROUP, LLC$106M1
17Spyglass Capital Management LLC$93.4M1
18NORDEA INVESTMENT MANAGEMENT AB$89.2M1
19UBS Group AG$88.6M1
20BANK OF AMERICA CORP /DE/$85.9M1
21CITADEL ADVISORS LLC$79.7M1
22VANGUARD FIDUCIARY TRUST CO$70.9M1
23NORTHERN TRUST CORP$68.4M1
24Freestone Grove Partners LP$68.4M1
25Legal & General Group Plc$67.7M1
26AMERICAN CENTURY COMPANIES INC$64.9M1
27General Catalyst Group Management, LLC$63.4M1
28ALLIANCEBERNSTEIN L.P.$62.5M1
29VOYA INVESTMENT MANAGEMENT LLC$60.9M1
30UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$54.7M1
31RAYMOND JAMES FINANCIAL INC$50.9M1
32Squarepoint Ops LLC$50.4M1
33FIRST TRUST ADVISORS LP$47.4M1
34DEUTSCHE BANK AG\$45.6M1
35SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$40.8M1
36MILLENNIUM MANAGEMENT LLC$40.0M1
37ROYAL BANK OF CANADA$39.8M1
38Cosmic Management, LLC$39.8M1
39ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$39.7M1
40Amundi$36.1M1
41SEI INVESTMENTS CO$35.6M1
42Janus Henderson Group Ltd.$34.3M1
43Swiss National Bank$32.2M1
44Invesco Ltd.$29.5M1
45USS Investment Management Ltd$28.2M1
46ENVESTNET ASSET MANAGEMENT INC$28.1M1
47Nuveen, LLC$28.1M1
48EXCHANGE TRADED CONCEPTS, LLC$25.6M1
49GC Wealth Management RIA, LLC$25.3M1
50JENNISON ASSOCIATES LLC$23.7M1
51Point72 Asset Management, L.P.$22.9M1
52DIMENSIONAL FUND ADVISORS LP$20.7M1
53Connor, Clark & Lunn Investment Management Ltd.$18.8M1
54Quantinno Capital Management LP$18.2M1
55ADAGE CAPITAL PARTNERS GP, L.L.C.$18.2M1
56Sands Capital Alternatives, LLC$17.8M1
57Bienville Capital Management, LLC$17.6M1
58SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$17.0M1
59BALYASNY ASSET MANAGEMENT L.P.$16.5M1
60TD ASSET MANAGEMENT INC$16.5M1
61IEQ CAPITAL, LLC$14.8M1
62CANADA PENSION PLAN INVESTMENT BOARD$14.4M1
63AQR CAPITAL MANAGEMENT LLC$14.3M1
64Mitsubishi UFJ Asset Management Co., Ltd.$14.0M1
65CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$12.5M1
66LIGHT STREET CAPITAL MANAGEMENT, LLC$12.2M1
67Vident Advisory, LLC$12.1M1
68MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$11.5M1
69FEDERATED HERMES, INC.$10.8M1
70Woodline Partners LP$10.6M1
71CITIGROUP INC$10.1M1
72WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$9.2M1
73Gotham Asset Management, LLC$9.0M1
74STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$8.5M1
75LMR Partners LLP$8.3M1
76Pathstone Holdings, LLC$8.1M1
77LPL Financial LLC$8.1M1
78OneDigital Investment Advisors LLC$7.7M1
79WELLS FARGO & COMPANY/MN$7.3M1
80Aquatic Capital Management LLC$7.2M1
81Aptus Capital Advisors, LLC$7.1M1
82AVIVA PLC$6.9M1
83STATE OF WISCONSIN INVESTMENT BOARD$6.5M1
84Daventry Group, LP$6.5M1
85Ensign Peak Advisors, Inc$6.2M1
86Proem Advisors LLC$5.8M1
87D. E. Shaw & Co., Inc.$5.5M1
88VANGUARD ASSET MANAGEMENT, Ltd$5.4M1
89PFA Pension, Forsikringsaktieselskab$5.4M1
90Octahedron Capital Management L.P.$5.3M1
91Vanguard Investments Australia, Ltd.$5.1M1
92NEW YORK STATE COMMON RETIREMENT FUND$5.1M1
93Wealth Dimensions Group, Ltd.$5.0M1
94BLAIR WILLIAM & CO/IL$4.7M1
95Asset Management One Co., Ltd.$4.7M1
96Vanguard Global Advisers, LLC$4.6M1
97Slow Capital, Inc.$4.6M1
98XTX Topco Ltd$4.4M1
99Abu Dhabi Investment Council Co P.J.S.C$4.4M1
100DANSKE BANK A/S$4.3M1
101HSBC HOLDINGS PLC$4.3M1
102TWINBEECH CAPITAL LP$4.3M1
103FIL Ltd$4.2M1
104Pictet Asset Management Holding SA$4.2M1
105TFJ Management, LLC$4.1M1
106STOREBRAND ASSET MANAGEMENT AS$4.0M1
107MERCER GLOBAL ADVISORS INC /ADV$3.9M1
108KLP KAPITALFORVALTNING AS$3.9M1
109FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$3.8M1
110State of New Jersey Common Pension Fund D$3.7M1
111Tredje AP-fonden$3.7M1
112NOMURA ASSET MANAGEMENT CO LTD$3.6M1
113Creative Planning$3.5M1
114LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$3.5M1
115Walleye Capital LLC$3.5M1
116RFG Advisory, LLC$3.5M1
117CATALYST PRIVATE WEALTH, LLC$3.3M1
118Lansforsakringar Fondforvaltning AB (publ)$3.2M1
119Resona Asset Management Co.,Ltd.$3.2M1
120Focus Partners Wealth$3.1M1
121Rockefeller Capital Management L.P.$3.1M1
122Inspire Investing, LLC$3.0M1
123Arizona State Retirement System$3.0M1
124National Pension Service$2.9M1
125Cetera Investment Advisers$2.9M1
126ALPS ADVISORS INC$2.8M1
127SEB Asset Management AB$2.8M1
128Zurcher Kantonalbank (Zurich Cantonalbank)$2.7M1
129Paragon Capital Management Ltd$2.6M1
130MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.6M1
131XPONANCE LLC$2.5M1
132Krane Funds Advisors LLC$2.4M1
133Capula Management Ltd$2.4M1
134BNP Paribas Asset Management Holding S.A.$2.3M1
135DnB Asset Management AS$2.3M1
136IFM Investors Pty Ltd$2.2M1
137Eurizon Capital SGR S.p.A.$2.1M1
138Twin Tree Management, LP$2.1M1
139GILDER GAGNON HOWE & CO LLC$2.0M1
140one8zero8, LLC$2.0M1
141Baker Avenue Asset Management, LP$1.9M1
142Royal Fund Management, LLC$1.9M1
143US BANCORP \DE\$1.8M1
144Oak Thistle LLC$1.8M1
145Man Group plc$1.8M1
146Kultura Capital Management LP$1.7M1
147PDT Partners, LLC$1.7M1
148FIFTH THIRD BANCORP$1.7M1
149OpenArc Corporate Advisory, LLC$1.7M1
150ASSETMARK, INC$1.7M1
151Qsemble Capital Management, LP$1.7M1
152NZS Capital, LLC$1.6M1
153Universal- Beteiligungs- und Servicegesellschaft mbH$1.6M1
154Carnegie Investment Counsel$1.6M1
155OPPENHEIMER ASSET MANAGEMENT INC.$1.6M1
156GLOBALT Investments LLC / GA$1.5M1
157Vanguard Personalized Indexing Management, LLC$1.5M1
158BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.5M1
159Corient Private Wealth LLC$1.5M1
160Cerity Partners LLC$1.5M1
161TRUIST FINANCIAL CORP$1.5M1
162TORONTO DOMINION BANK$1.4M1
163NISSAY ASSET MANAGEMENT CORP /JAPAN$1.4M1
164TrueMark Investments, LLC$1.4M1
165REGIONS FINANCIAL CORP$1.4M1
166Malaga Cove Capital, LLC$1.4M1
167Evolutionary Tree Capital Management, LLC$1.3M1
168MISSION WEALTH MANAGEMENT, LP$1.3M1
169CenterBook Partners LP$1.3M1
170AustralianSuper Pty Ltd$1.3M1
171Lido Advisors, LLC$1.3M1
172Odyssean, LLC$1.2M1
173Investment Management Corp of Ontario$1.2M1
174OP Asset Management Ltd$1.2M1
175Advisors Asset Management, Inc.$1.2M1
176ALLEN OPERATIONS LLC$1.1M1
177Swiss Life Asset Management Ltd$1.1M1
178THORNBURG INVESTMENT MANAGEMENT INC$1.1M1
179MML INVESTORS SERVICES, LLC$1.1M1
180Vontobel Holding Ltd.$1.1M1
181Signature Wealth Management Group$1.1M1
182CIM, LLC$1.1M1
183Walleye Trading LLC$996K1
184BRANDYWINE MANAGERS, LLC$981K1
185KIECKHEFER GROUP LLC$979K1
186Daiwa Securities Group Inc.$963K1
187GROUP ONE TRADING LLC$960K1
188SHELTON CAPITAL MANAGEMENT$953K1
189Sumitomo Mitsui DS Asset Management Company, Ltd$901K1
190BANK OF MONTREAL /CAN/$894K1
191ASR Vermogensbeheer N.V.$889K1
192OSAIC HOLDINGS, INC.$832K1
193Choate Investment Advisors$822K1
194Summit Trail Advisors, LLC$818K1
195Swedbank AB$806K1
196MACKENZIE FINANCIAL CORP$801K1
197BANK OF NOVA SCOTIA$780K1
198Bridgefront Capital, LLC$762K1
199Polymer Capital Management (US) LLC$756K1
200Beacon Pointe Advisors, LLC$741K1
201HighTower Advisors, LLC$739K1
202Vestmark Advisory Solutions, Inc.$738K1
203Jasper Ridge Partners, L.P.$735K1
204STIFEL FINANCIAL CORP$734K1
205Sequoia Financial Advisors, LLC$724K1
206Meiji Yasuda Life Insurance Co$716K1
207Voleon Capital Management LP$666K1
208Cresset Asset Management, LLC$658K1
209Prosperity Financial Group, Inc.$658K1
210Gerber Kawasaki Wealth & Investment Management$640K1
211Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$604K1
212Mariner, LLC$579K1
213FRANKLIN RESOURCES INC$578K1
214CREDIT AGRICOLE S A$573K1
215Atria Investments, Inc$569K1
216Harbour Capital Advisors, LLC$558K1
217Graham Capital Management, L.P.$549K1
218CIBC Asset Management Inc$547K1
219Banque Cantonale Vaudoise$543K1
220NewEdge Wealth, LLC$543K1
221Utah Retirement Systems$540K1
222Maryland State Retirement & Pension System$534K1
223Perigon Wealth Management, LLC$533K1
224AZZAD ASSET MANAGEMENT INC /ADV$530K1
225Rakuten Investment Management, Inc.$530K1
226CIBC Bancorp USA Inc.$519K1
227Knollwood Investment Advisory, LLC$517K1
228Federation des caisses Desjardins du Quebec$513K1
229Tidal Investments LLC$511K1
230Assenagon Asset Management S.A.$506K1
231M&T BANK CORP$500K1
232EntryPoint Capital, LLC$500K1
233PRUDENTIAL PLC$492K1
234COMMONWEALTH EQUITY SERVICES, LLC$489K1
235NewEdge Advisors, LLC$478K1
236LAZARD ASSET MANAGEMENT LLC$459K1
237Avior Wealth Management, LLC$458K1
238Retirement Planning Co of New England, Inc.$457K1
239PRINCIPAL FINANCIAL GROUP INC$450K1
240Clearstead Advisors, LLC$448K1
241Pitcairn Wealth Advisors LLC$442K1
242Impact Investors, Inc$429K1
243ABN AMRO INVESTMENT SOLUTIONS$429K1
244HERSHEY TRUST CO$426K1
245Allspring Global Investments Holdings, LLC$425K1
246Korea Investment CORP$419K1
247SCHRODER INVESTMENT MANAGEMENT GROUP$418K1
248CIBC WORLD MARKET INC.$413K1
249UNITED CAPITAL FINANCIAL ADVISORS, LLC$412K1
250MONETA GROUP INVESTMENT ADVISORS LLC$410K1
251Saudi Central Bank$405K1
252SPIREPOINT PRIVATE CLIENT, LLC$394K1
253BEACON INVESTMENT ADVISORS LLC$379K1
254Blue Trust, Inc.$375K1
255Elo Mutual Pension Insurance Co$371K1
256RITHOLTZ WEALTH MANAGEMENT$371K1
257PROFUND ADVISORS LLC$364K1
258ROYAL LONDON ASSET MANAGEMENT LTD$362K1
259OMERS ADMINISTRATION Corp$356K1
260Ameritas Advisory Services, LLC$344K1
261Lighthouse Investment Partners, LLC$343K1
262SUSQUEHANNA INTERNATIONAL GROUP, LLP$333K1
263CITIZENS FINANCIAL GROUP INC/RI$331K1
264Impact Partnership Wealth, LLC$326K1
265Tower Research Capital LLC (TRC)$321K1
266Intellectus Partners, LLC$320K1
267Legal Advantage Investments, Inc.$317K1
268Rafferty Asset Management, LLC$314K1
269MACQUARIE GROUP LTD$313K1
270PANAGORA ASSET MANAGEMENT INC$310K1
271BOOTHBAY FUND MANAGEMENT, LLC$308K1
272SmartHarvest Portfolios, LLC$304K1
273Callan Family Office, LLC$302K1
274WINTON GROUP Ltd$298K1
275CADEN CAPITAL PARTNERS, LP$296K1
276ELEVATION POINT WEALTH PARTNERS, LLC$294K1
277North Dakota State Investment Board$289K1
278CWM, LLC$288K1
279Wilmington Savings Fund Society, FSB$271K1
280Bank Julius Baer & Co. Ltd, Zurich$268K1
281Meiji Yasuda Asset Management Co Ltd.$264K1
282Moran Wealth Management, LLC$263K1
283Aberdeen Group plc$263K1
284EVERGREEN CAPITAL MANAGEMENT LLC$261K1
285111 Capital$261K1
286EVENTIDE ASSET MANAGEMENT, LLC$258K1
287Mirae Asset Global Investments Co., Ltd.$256K1
288Sigma Planning Corp$253K1
289Orion Porfolio Solutions, LLC$251K1
290Lombard Odier Asset Management (Switzerland) SA$244K1
291INDEPENDENT FINANCIAL GROUP, LLC$243K1
292GUGGENHEIM CAPITAL LLC$238K1
293PRUDENTIAL FINANCIAL INC$236K1
294Meeder Advisory Services, Inc.$235K1
295Seelaus Asset Management LLC$234K1
296Phoenix Financial Ltd.$233K1
297Annis Gardner Whiting Capital Advisors, LLC$232K1
298Magnetar Financial LLC$232K1
299UniSuper Management Pty Ltd$231K1
300Cornerstone Wealth Management, LLC$230K1
301ALPINE WOODS CAPITAL INVESTORS, LLC$228K1
302B. Metzler seel. Sohn & Co. AG$224K1
303Brevan Howard Capital Management LP$213K1
304Voya Financial Advisors, Inc.$211K1
305Empowered Funds, LLC$210K1
306Inspire Advisors, LLC$209K1
307SIGNATUREFD, LLC$196K1
308Caitong International Asset Management Co., Ltd$192K1
309ARCADIA INVESTMENT MANAGEMENT CORP/MI$190K1
310Cache Advisors, LLC$165K1
311Siemens Fonds Invest GmbH$154K1
312UMB Bank, n.a.$137K1
313NATIONAL BANK OF CANADA /FI/$137K1
314Bayforest Capital Ltd$105K1
315TD Waterhouse Canada Inc.$103K1
316Pinnacle Wealth Planning Services, Inc.$97.4K1
317INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$94.3K1
318Triumph Capital Management$91.9K1
319Allworth Financial LP$86.2K1
320Steward Partners Investment Advisory, LLC$85.2K1
321NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$68.6K1
322Quarry LP$64.9K1
323Intentional Wealth Strategies, LLC$58.2K1
324ELEVATION WEALTH PARTNERS, LLC$58.0K1
325MONTAG A & ASSOCIATES INC$53.7K1
326Rakuten Securities, Inc.$42.6K1
327QUADRANT CAPITAL GROUP LLC$36.5K1
328Larson Financial Group LLC$36.0K1
329AlphaCentric Advisors LLC$34.6K1
330OSSIAM$32.5K1
331STANCE CAPITAL LLC$31.5K1
332Arax Advisory Partners$31.2K1
333Opal Wealth Advisors, LLC$29.9K1
334CVA Family Office, LLC$28.6K1
335Reyes Financial Architecture, Inc.$23.8K1
336Parkside Financial Bank & Trust$22.8K1
337Kemnay Advisory Services Inc.$22.8K1
338Cassaday & Co Wealth Management LLC$21.9K1
339Optiver Holding B.V.$21.3K1
340Avalon Trust Co$20.0K1
341Keystone Financial Group, Inc.$19.0K1
342Owl Creek Wealth Partners LLC$17.9K1
343Destiny Wealth Partners, LLC$17.1K1
344Financially Speaking Inc$15.8K1
345Spire Wealth Management$13.4K1
346Marquette Asset Management, LLC$8.2K1
347Aster Capital Management (DIFC) Ltd$6.7K1
348Catalyst Capital Advisors LLC$6.3K1
349iA Global Asset Management Inc.$6.3K1
350NATIXIS ADVISORS, LLC$6.2K1
351SJS Investment Consulting Inc.$4.7K1
352Bell Investment Advisors, Inc$4.6K1
353Clearstead Trust, LLC$4.4K1
354Treasurer of the State of North Carolina$4.3K1
355Manchester Capital Management LLC$4.3K1
356Clayton Financial Group LLC$4.3K1
357MAI Capital Management$3.5K1
358ACADIAN ASSET MANAGEMENT LLC$3.3K1
359CENTRAL TRUST Co$3.3K1
360Signature Equity Partners, LLC$3.3K1
361DHJJ Financial Advisors, Ltd.$3.2K1
362Prestige Wealth Management Group LLC$3.0K1
363True Wealth Design, LLC$2.9K1
364Valued Wealth Advisors LLC$2.9K1
365Legacy Wealth Managment, LLC/ID$2.6K1
366Employees Retirement System of Texas$2.4K1
367Physician Wealth Advisors, Inc.$2.4K1
368Addison Advisors LLC$2.4K1
369JPL Wealth Management, LLC$2.2K1
370SouthState Bank Corp$2.1K1
371Smartleaf Asset Management LLC$2.1K1
372Purpose Unlimited Inc.$2.1K1
373Transamerica Financial Advisors, LLC$2.1K1
374MV CAPITAL MANAGEMENT, INC.$1.9K1
375Cromwell Holdings LLC$1.7K1
376SHP Wealth Management$1.4K1
377Tradewinds Capital Management, LLC$1.3K1
378American Capital Advisory, LLC$1.2K1
379KBC Group NV$1.0K1
380JFS WEALTH ADVISORS, LLC$1.0K1
381Rachor Investment Advisory Services, LLC$7611
382Sunrise Financial Services, LLC$7611
383Quaker Wealth Management, LLC$6661
384Private Wealth Management Group, LLC$6031
385Rialto Wealth Management, LLC$6031
386PARK AVENUE SECURITIES LLC$5511
387DekaBank Deutsche Girozentrale$3051
388TopTier Wealth Management, LLC$2541
389Vestcor Inc$2221
390DiNuzzo Private Wealth, Inc.$2221
391Vermillion Wealth Management, Inc.$1901
3923 FACTOR INDEXING, LLC$1591
393Penserra Capital Management LLC$581
394Seneschal Advisors, LLC$321
395Capital Advisors, Ltd. LLC$61
396Avion Wealth$31
397Strategic Wealth Advisors LLC$21
398PRINCIPAL SECURITIES, INC.$01
399Jefferies Financial Group Inc.$01
400VANGUARD GROUP INC$01
401MASSACHUSETTS INSTITUTE OF TECHNOLOGY$01
402MJP ASSOCIATES INC /ADV$01
403TEACHER RETIREMENT SYSTEM OF TEXAS$01
404HARBOUR INVESTMENTS, INC.$01
405Banco Santander, S.A.$01
406COMERICA BANK$01
407HM PAYSON & CO$01
408Temasek Holdings (Private) Ltd$01
409Nippon Life Global Investors Americas, Inc.$01
410CIBC WORLD MARKETS CORP$01
411CI INVESTMENTS INC.$01
412TWO SIGMA INVESTMENTS, LP$01
413CIBC Private Wealth Group LLC$01
414SCS Capital Management LLC$01
415Insight Holdings Group, LLC$01
416TimesSquare Capital Management, LLC$01
417Calamos Advisors LLC$01
418NORGES BANK$01
419PEAK6 LLC$01
420K.J. Harrison & Partners Inc$01
421O'SHAUGHNESSY ASSET MANAGEMENT, LLC$01
422APG Asset Management N.V.$01
423OXFORD ASSET MANAGEMENT LLP$01
424MOORE CAPITAL MANAGEMENT, LP$01
425IMC-Chicago, LLC$01
426Alyeska Investment Group, L.P.$01
427Verition Fund Management LLC$01
428Alberta Investment Management Corp$01
429Evercore Wealth Management, LLC$01
430StepStone Group LP$01
431PointState Capital LP$01
432FOX RUN MANAGEMENT, L.L.C.$01
433Zweig-DiMenna Associates LLC$01
434Virtu Financial LLC$01
435Skandinaviska Enskilda Banken AB (publ)$01
436Dynamic Technology Lab Private Ltd$01
437Leonteq Securities AG$01
438Candriam S.C.A.$01
439Litman Gregory Wealth Management LLC$01
440FORSTA AP-FONDEN$01
441Engineers Gate Manager LP$01
442Bayesian Capital Management, LP$01
443JUNCTURE WEALTH STRATEGIES, LLC$01
444Trexquant Investment LP$01
445Covea Finance$01
446KESTRA PRIVATE WEALTH SERVICES, LLC$01
447Versor Investments LP$01
448World Investment Advisors$01
449Sender Co & Partners, Inc.$01
450Darwin Wealth Management, LLC$01
451Clarius Group, LLC$01
452SOMA EQUITY PARTNERS LP$01
453Holocene Advisors, LP$01
454DV Trading LLC$01
455IFG Advisory, LLC$01
456Luken Investment Analytics, LLC$01
457ExodusPoint Capital Management, LP$01
458AIGEN INVESTMENT MANAGEMENT, LP$01
459Machina Capital S.A.S.$01
460Global Retirement Partners, LLC$01
461Summit Financial, LLC$01
462Advisor OS, LLC$01
463Kestra Advisory Services, LLC$01
464Windmill Hill Asset Management Ltd$01
465Activest Wealth Management$01
466AlphaQuest LLC$01
467PharVision Advisers, LLC$01
468KRS Capital Management, LLC$01
469Ascent Group, LLC$01
470SageView Advisory Group, LLC$01
471Acumen Wealth Advisors, LLC$01
472Dunhill Financial, LLC$01
473Perbak Capital Partners LLP$01
474LBP AM SA$01
475Polymer Capital Management (HK) LTD$01
476Susquehanna Portfolio Strategies, LLC$01
477Envestnet Portfolio Solutions, Inc.$01
478Central Pacific Bank - Trust Division$01
479Fieldview Capital Management, LLC$01
480Wealth Management Associates, Inc.$01
481HFM Investment Advisors, LLC$01
482Capstone Capital Management Ltd$01
483OPTIMA CAPITAL LLC$01
484FirstWave Capital Management LLC$01
485Capelight Capital Asset Management LP$01
Truncated by Public Filings. The published aggregate ranks the top 485 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 IOT

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for IOT · financials and macro

Financials — as filed PLANNED

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