Public record / Tickers / IP

IP — INTERNATIONAL PAPER CO /NEW/

Both disclosure regimes on one name: who in Congress filed about IP, 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 IP
Members · 12m
2
2 buys · 3 sells · by trade date
Latest PTR
08-05
filed 2026-08-05
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

Thomas R. Suozzi · $50.0K–$100K

Purchase · traded 2018-10-01 → filed 2022-12-19. Ranked over every IP row by the provable lower bound, never a point estimate.

2 members · 2 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.

17 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

5 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. 5 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING IP · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning IP
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 2025-10-30 LATE·279d$1K–$15K
2026-08-05Julie Johnson D–TX-32Purchase · JT (jointly owned)Traded 2025-10-30 LATE·279d$1K–$15K
2026-05-08Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 04-14 +24d$1K–$15K
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 11-18 +27d$1K–$15K
2025-12-11Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 11-03 +38d$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 IP

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing IP 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.
Julie Johnson D–TX-323−$29.0K to $13.0K4
Gilbert Ray Cisneros, Jr. D–CA-312−$14.0K to $14.0K2

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

Congress ↔ notable managers · IP

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

Congress · last 90 days

Buyers
1 Julie Johnson D–TX-32 $1K–$15K
Sellers
1 Julie Johnson D–TX-32 $1K–$15K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · INTERNATIONAL PAPER CO

Merged timeline of congressional filings and notable-manager moves on IP
DateWhoChangeSize
2026-08-05Julie Johnson CongressSale$1K–$15K
2026-08-05Julie Johnson CongressPurchase$1K–$15K
2026-05-15Tudor Investment Corp 13Fadd+259,821 sh
2026-05-15Gotham Asset Management 13Fadd+25,542 sh

4 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 IP for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1Capital Research Global Investors$2.8B1
2BlackRock, Inc.$1.7B1
3Capital International Investors$1.3B1
4VANGUARD CAPITAL MANAGEMENT LLC$1.2B1
5STATE STREET CORP$1.1B1
6VANGUARD PORTFOLIO MANAGEMENT LLC$892M1
7GEODE CAPITAL MANAGEMENT, LLC$493M1
8Bank of New York Mellon Corp$486M1
9Invesco Ltd.$446M1
10FRANKLIN RESOURCES INC$406M1
11Atlas FRM LLC$271M1
12MORGAN STANLEY$246M1
13NORTHERN TRUST CORP$164M1
14DIMENSIONAL FUND ADVISORS LP$150M1
15Hill City Capital, LP$150M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$141M1
17Slate Path Capital LP$121M1
18MASSACHUSETTS FINANCIAL SERVICES CO /MA/$120M1
19BANK OF AMERICA CORP /DE/$115M1
20VANGUARD FIDUCIARY TRUST CO$106M1
21UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$105M1
22Legal & General Group Plc$95.8M1
23UBS Group AG$94.0M1
24M&G Plc$90.2M1
25SAMLYN CAPITAL, LLC$88.7M1
26Nuveen, LLC$79.5M1
27Amundi$72.2M1
28BARCLAYS PLC$71.1M1
29Clearbridge Investments, LLC$69.7M1
30AMERIPRISE FINANCIAL INC$64.5M1
31DEUTSCHE BANK AG\$64.3M1
32MILLENNIUM MANAGEMENT LLC$60.6M1
33CITIGROUP INC$57.6M1
34ROYAL BANK OF CANADA$53.9M1
35Swiss National Bank$52.6M1
36JANE STREET GROUP, LLC$47.0M1
37Pictet Asset Management Holding SA$47.0M1
38AQR CAPITAL MANAGEMENT LLC$43.8M1
39Freestone Grove Partners LP$43.3M1
40Vanguard Global Advisers, LLC$41.6M1
41Mitsubishi UFJ Asset Management Co., Ltd.$41.4M1
42Sumitomo Mitsui Trust Group, Inc.$39.0M1
43VANGUARD ASSET MANAGEMENT, Ltd$37.2M1
44LPL Financial LLC$33.3M1
45CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$29.8M1
46HSBC HOLDINGS PLC$29.7M1
47WELLS FARGO & COMPANY/MN$29.3M1
48RAYMOND JAMES FINANCIAL INC$28.1M1
49FMR LLC$27.8M1
50MANUFACTURERS LIFE INSURANCE COMPANY, THE$27.8M1
51Quantinno Capital Management LP$26.8M1
52Focus Partners Wealth$25.6M1
53PRINCIPAL FINANCIAL GROUP INC$25.4M1
54ALPS ADVISORS INC$25.2M1
55Curi Capital, LLC$25.2M1
56RENAISSANCE TECHNOLOGIES LLC$23.3M1
57EVENTIDE ASSET MANAGEMENT, LLC$23.0M1
58Ceredex Value Advisors LLC$22.7M1
59Capital International, Inc./CA/$21.7M1
60SUSQUEHANNA INTERNATIONAL GROUP, LLP$21.6M1
61CITADEL ADVISORS LLC$21.4M1
62ALLIANCEBERNSTEIN L.P.$20.1M1
63TUDOR INVESTMENT CORP ET AL$19.4M1
64STIFEL FINANCIAL CORP$17.7M1
65AMERICAN CENTURY COMPANIES INC$17.7M1
66AE Wealth Management LLC$17.2M1
67SEI INVESTMENTS CO$16.5M1
68STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$16.1M1
69NORDEA INVESTMENT MANAGEMENT AB$15.8M1
70Swiss Life Asset Management Ltd$15.7M1
71AVIVA PLC$15.4M1
72STATE OF WISCONSIN INVESTMENT BOARD$15.0M1
73VICTORY CAPITAL MANAGEMENT INC$13.9M1
74ROYAL LONDON ASSET MANAGEMENT LTD$13.4M1
75ENVESTNET ASSET MANAGEMENT INC$13.4M1
76Korea Investment CORP$13.3M1
77FIRST TRUST ADVISORS LP$13.1M1
78NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$11.7M1
79Allspring Global Investments Holdings, LLC$11.6M1
80ADAGE CAPITAL PARTNERS GP, L.L.C.$11.4M1
81BANK OF MONTREAL /CAN/$11.0M1
82Zurcher Kantonalbank (Zurich Cantonalbank)$10.1M1
83XTX Topco Ltd$10.1M1
84DnB Asset Management AS$9.3M1
85Chevy Chase Trust Holdings, LLC$9.3M1
86PRUDENTIAL FINANCIAL INC$9.2M1
87Vanguard Investments Australia, Ltd.$9.0M1
88TD ASSET MANAGEMENT INC$8.8M1
89Bastion Asset Management Inc.$8.7M1
90DANSKE BANK A/S$8.3M1
91Cherokee Insurance Co$8.0M1
92Universal- Beteiligungs- und Servicegesellschaft mbH$7.9M1
93Beacon Pointe Advisors, LLC$7.5M1
94NEW YORK STATE COMMON RETIREMENT FUND$7.3M1
95Eurizon Capital SGR S.p.A.$7.3M1
96INTECH INVESTMENT MANAGEMENT LLC$7.3M1
97Asset Management One Co., Ltd.$7.2M1
98Wealthfront Advisers LLC$6.9M1
99KLP KAPITALFORVALTNING AS$6.8M1
100Cresset Asset Management, LLC$6.6M1
101Aberdeen Group plc$6.6M1
102NOMURA ASSET MANAGEMENT CO LTD$6.5M1
103NISSAY ASSET MANAGEMENT CORP /JAPAN$6.4M1
104OSAIC HOLDINGS, INC.$6.2M1
105State of New Jersey Common Pension Fund D$6.1M1
106Resona Asset Management Co.,Ltd.$5.7M1
107STOREBRAND ASSET MANAGEMENT AS$5.7M1
108Lansforsakringar Fondforvaltning AB (publ)$5.7M1
109NATIXIS$5.5M1
110PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$5.4M1
111TORONTO DOMINION BANK$5.4M1
112Tredje AP-fonden$5.4M1
113KWMG, LLC$5.3M1
114FIFTH THIRD BANCORP$5.2M1
115STATE OF MICHIGAN RETIREMENT SYSTEM$5.2M1
116Czech National Bank$5.1M1
117UniSuper Management Pty Ltd$5.1M1
118MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$5.0M1
119WORLDQUANT MILLENNIUM ADVISORS LLC$4.9M1
120D.A. DAVIDSON & CO.$4.9M1
121Mirae Asset Global Investments Co., Ltd.$4.9M1
122PINKERTON WEALTH, LLC$4.9M1
123Arizona State Retirement System$4.9M1
124Squarepoint Ops LLC$4.9M1
125NISA INVESTMENT ADVISORS, LLC$4.8M1
126CIBC Bancorp USA Inc.$4.8M1
127MEYER HANDELMAN CO$4.7M1
128Creative Planning$4.6M1
129SHERMAN PORFOLIOS, LLC$4.6M1
130NewSquare Capital LLC$4.5M1
131EFG International AG$4.5M1
132CIBC Asset Management Inc$4.5M1
133WELLINGTON MANAGEMENT GROUP LLP$4.5M1
134MetLife Investment Management, LLC$4.4M1
135BLAIR WILLIAM & CO/IL$4.4M1
136COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.4M1
137Lombard Odier Asset Management (Switzerland) SA$4.3M1
138Turas Capital Management LP$4.3M1
139ProShare Advisors LLC$4.3M1
140Janus Henderson Group Ltd.$4.2M1
141COMMONWEALTH EQUITY SERVICES, LLC$4.2M1
142NATIONAL BANK OF CANADA /FI/$4.2M1
143BANK OF NOVA SCOTIA$4.1M1
144Retirement Systems of Alabama$4.0M1
145SEB Asset Management AB$3.8M1
146Gotham Asset Management, LLC$3.8M1
147VOYA INVESTMENT MANAGEMENT LLC$3.7M1
148Swedbank AB$3.7M1
149Woodline Partners LP$3.7M1
150Illinois Municipal Retirement Fund$3.6M1
151Cetera Investment Advisers$3.5M1
152Metis Global Partners, LLC$3.5M1
153Engineers Gate Manager LP$3.5M1
154LBP AM SA$3.4M1
155Sumitomo Mitsui DS Asset Management Company, Ltd$3.4M1
156ICON ADVISERS INC/CO$3.4M1
157IFM Investors Pty Ltd$3.4M1
158Kestra Advisory Services, LLC$3.3M1
159QRG CAPITAL MANAGEMENT, INC.$3.3M1
160FIL Ltd$3.3M1
161Assenagon Asset Management S.A.$3.3M1
162Clearline Capital LP$3.2M1
163PUBLIC SECTOR PENSION INVESTMENT BOARD$3.2M1
164Daiwa Securities Group Inc.$3.1M1
165Quantbot Technologies LP$3.1M1
166Capital International Sarl$3.1M1
167Uncommon Cents Investing LLC$3.1M1
168XPONANCE LLC$3.1M1
169Utah Retirement Systems$3.0M1
170Advisors Asset Management, Inc.$3.0M1
171MACKENZIE FINANCIAL CORP$3.0M1
172Midwest Trust Co$2.8M1
173FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$2.8M1
174Farringdon Capital, Ltd.$2.7M1
175NEOS Investment Management LLC$2.7M1
176Rakuten Investment Management, Inc.$2.7M1
177First Nebraska Trust Co$2.7M1
178NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.6M1
179Bellwether Advisors, LLC$2.6M1
180USS Investment Management Ltd$2.5M1
181BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.5M1
182US BANCORP \DE\$2.4M1
183BNP Paribas Asset Management Holding S.A.$2.4M1
184Quilter Plc$2.3M1
185Covalis Capital LLP$2.3M1
186GUGGENHEIM CAPITAL LLC$2.2M1
187OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.2M1
188Pathstone Holdings, LLC$2.1M1
189YOUSIF CAPITAL MANAGEMENT, LLC$2.1M1
190Ensign Peak Advisors, Inc$2.1M1
191HighTower Advisors, LLC$2.1M1
192Garner Asset Management Corp$2.1M1
193O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.1M1
194WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.1M1
195MERCER GLOBAL ADVISORS INC /ADV$2.1M1
196Caprock Group, LLC$2.1M1
197Havemeyer Place LP$2.1M1
198Corient Private Wealth LLC$2.1M1
199MITCHELL & PAHL PRIVATE WEALTH, LLC$2.1M1
200Tower Research Capital LLC (TRC)$2.0M1
201MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.0M1
202Man Group plc$1.9M1
203MAI Capital Management$1.9M1
204PANAGORA ASSET MANAGEMENT INC$1.9M1
205IMC-Chicago, LLC$1.9M1
206CREDIT AGRICOLE S A$1.9M1
207OP Asset Management Ltd$1.9M1
208Perbak Capital Partners LLP$1.8M1
209Vanguard Personalized Indexing Management, LLC$1.8M1
210Summit Trail Advisors, LLC$1.8M1
211Banque Cantonale Vaudoise$1.8M1
212INCEPTIONR LLC$1.7M1
213Evelyn Partners Investment Management LLP$1.7M1
214AIGEN INVESTMENT MANAGEMENT, LP$1.7M1
215Vident Advisory, LLC$1.7M1
216Robeco Institutional Asset Management B.V.$1.7M1
217Ranch Capital Advisors Inc.$1.6M1
218CWM, LLC$1.6M1
219Cerity Partners LLC$1.5M1
220Avanza Fonder AB$1.5M1
221Walleye Capital LLC$1.5M1
222SCHRODER INVESTMENT MANAGEMENT GROUP$1.5M1
223Arvest Bank Trust Division$1.5M1
224ADAMS NATURAL RESOURCES FUND, INC.$1.5M1
225BOOTHBAY FUND MANAGEMENT, LLC$1.4M1
226NewEdge Advisors, LLC$1.4M1
227MACQUARIE GROUP LTD$1.4M1
228ASR Vermogensbeheer N.V.$1.4M1
229Alpha Omega Wealth Management LLC$1.4M1
230Baird Financial Group, Inc.$1.3M1
231XML Financial, LLC$1.3M1
232Moors & Cabot, Inc.$1.3M1
233Lido Advisors, LLC$1.3M1
234Investment Management Corp of Ontario$1.3M1
235COZAD ASSET MANAGEMENT INC$1.3M1
236MML INVESTORS SERVICES, LLC$1.3M1
237Mariner, LLC$1.3M1
238Parrish Capital LLC$1.3M1
239SummitTX Capital, L.P.$1.2M1
240Fideuram Asset Management (Ireland) dac$1.2M1
241Inspire Investing, LLC$1.2M1
242HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.2M1
243TOKIO MARINE ASSET MANAGEMENT CO LTD$1.2M1
244Tidal Investments LLC$1.1M1
245MIZUHO SECURITIES USA LLC$1.1M1
246Rafferty Asset Management, LLC$1.1M1
247Investors Research Corp$1.1M1
248National Pension Service$1.1M1
249IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.1M1
250D. E. Shaw & Co., Inc.$1.1M1
251TIMUCUAN ASSET MANAGEMENT INC/FL$1.1M1
252DAYMARK WEALTH PARTNERS, LLC$1.1M1
253HARTFORD INVESTMENT MANAGEMENT CO$1.1M1
254Jacobi Capital Management LLC$1.1M1
255AG2R LA MONDIALE GESTION D'ACTIFS$1.1M1
256OXFORD ASSET MANAGEMENT LLP$1.1M1
257TWINBEECH CAPITAL LP$1.1M1
258Pinnacle Financial Partners, Inc.$1.0M1
259Savant Capital, LLC$1.0M1
260Visionary Wealth Advisors$1.0M1
261DONALDSON CAPITAL MANAGEMENT, LLC$1.0M1
262Grantham, Mayo, Van Otterloo & Co. LLC$1.0M1
263ARVEST INVESTMENTS, INC.$1.0M1
264Recurrent Investment Advisors LLC$1.0M1
265Norinchukin Bank, The$1.0M1
266TRUIST FINANCIAL CORP$999K1
267Gradient Investments LLC$988K1
268Qsemble Capital Management, LP$972K1
269Crossmark Global Holdings, Inc.$965K1
270BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$956K1
271AGF MANAGEMENT LTD$944K1
272TOUNJIAN ADVISORY PARTNERS, LLC$935K1
273ALERUS FINANCIAL NA$933K1
274M&T BANK CORP$930K1
275Verition Fund Management LLC$928K1
276Maryland State Retirement & Pension System$909K1
277Total Wealth Planning & Management, Inc.$906K1
278CHOREO, LLC$906K1
279Caitong International Asset Management Co., Ltd$886K1
280F/m Investments LLC$870K1
281Osmosis Investment Management UK Ltd$865K1
282STEPHENS INC /AR/$853K1
283Steward Partners Investment Advisory, LLC$843K1
284CastleKnight Management LP$839K1
285CANADA PENSION PLAN INVESTMENT BOARD$837K1
286Leonteq Securities AG$807K1
287ELEVATION POINT WEALTH PARTNERS, LLC$806K1
288Orion Porfolio Solutions, LLC$800K1
289ROMANO BROTHERS AND COMPANY$797K1
290Manske Wealth Management$795K1
291Lee Financial Co$778K1
292Vestmark Advisory Solutions, Inc.$776K1
293Emerald Investment Advisers, LLC$776K1
294MUFG Securities EMEA plc$774K1
295NOMURA HOLDINGS INC$773K1
296Ethic Inc.$768K1
297Jain Global LLC$756K1
298Amova Asset Management Americas, Inc.$755K1
299OPPENHEIMER & CO INC$744K1
300Empowered Funds, LLC$742K1
301Strategic Advisors LLC$738K1
302SEGALL BRYANT & HAMILL, LLC$735K1
303MISSION WEALTH MANAGEMENT, LP$733K1
304Brevan Howard Capital Management LP$731K1
305CENTRAL TRUST Co$724K1
306Federation des caisses Desjardins du Quebec$722K1
307UNITED CAPITAL FINANCIAL ADVISORS, LLC$707K1
308FIDUCIARY TRUST CO$686K1
309COMMERCE BANK$679K1
310Sanctuary Advisors, LLC$676K1
311OneDigital Investment Advisors LLC$675K1
312AlphaCore Capital LLC$674K1
313Elevated Capital Advisors, LLC$673K1
314OUTFITTERS FINANCIAL LLC$670K1
315HOLDERNESS INVESTMENTS CO$669K1
316Saudi Central Bank$661K1
317Sequoia Financial Advisors, LLC$656K1
318Sterling Capital Management LLC$631K1
319Chesley Taft & Associates LLC$630K1
320Headlands Technologies LLC$626K1
321E. Ohman J:or Asset Management AB$625K1
322CAPITAL ADVISORS INC/OK$617K1
323Private Advisor Group, LLC$617K1
324TCM Advisors, LLC$614K1
325ABN AMRO INVESTMENT SOLUTIONS$613K1
326KESTRA PRIVATE WEALTH SERVICES, LLC$604K1
327NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$603K1
328LMCG INVESTMENTS, LLC$601K1
329&PARTNERS$585K1
330Pinion Investment Advisors, LLC$572K1
331CAPITAL INTERNATIONAL LTD /CA/$564K1
332Centennial Wealth Advisory LLC$559K1
333Capital Group Private Client Services, Inc.$557K1
334Waverly Advisors, LLC$555K1
335Perpetual Ltd$555K1
336WIREGRASS INVESTMENT MANAGEMENT LLC$555K1
337North Dakota State Investment Board$541K1
338PROFUND ADVISORS LLC$541K1
339Venture Visionary Partners LLC$538K1
340OLD NATIONAL BANCORP /IN/$523K1
341MUFG SECURITIES AMERICAS INC.$522K1
342Bleakley Financial Group, LLC$521K1
343SIMPLEX TRADING, LLC$513K1
344SECURIAN ASSET MANAGEMENT, INC$509K1
345TWO SIGMA SECURITIES, LLC$500K1
346Equitable Holdings, Inc.$495K1
347Wealthspire Advisors, LLC$486K1
348Ignite Planners, LLC$475K1
349Mutual Advisors, LLC$473K1
350BENJAMIN EDWARDS INC$472K1
351Fifth Third Wealth Advisors LLC$463K1
352Rockefeller Capital Management L.P.$462K1
353BRADLEY FOSTER & SARGENT INC/CT$462K1
354Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$458K1
355REGIONS FINANCIAL CORP$456K1
356Vise Technologies, Inc.$453K1
357Legacy Capital Group California, Inc.$453K1
358NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$452K1
359Empirical Finance, LLC$449K1
360Wilmington Savings Fund Society, FSB$448K1
361Atria Investments, Inc$445K1
362COWA, LLC$424K1
363OMERS ADMINISTRATION Corp$423K1
364SHRIER WEALTH MANAGEMENT, LLC$422K1
365GLENMEDE TRUST CO NA$415K1
3661834 INVESTMENT ADVISORS CO$411K1
367Spectrum Financial Alliance Ltd LLC$411K1
368BALYASNY ASSET MANAGEMENT L.P.$408K1
369Fieldview Capital Management, LLC$408K1
370Vontobel Holding Ltd.$402K1
371Coastal Bridge Advisors, LLC$393K1
372Frank, Rimerman Advisors LLC$385K1
373KEYBANK NATIONAL ASSOCIATION/OH$384K1
374Merit Financial Group, LLC$371K1
375Bell Bank$370K1
376INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$370K1
377NorthCrest Asset Manangement, LLC$369K1
378Tarbox Family Office, Inc.$362K1
379Edgestream Partners, L.P.$360K1
380EVERGREEN CAPITAL MANAGEMENT LLC$357K1
381BEACON INVESTMENT ADVISORS LLC$357K1
382DRW Securities, LLC$353K1
383Stratos Wealth Partners, LTD.$350K1
384TEMA ETFS LLC$349K1
385HB Wealth Management, LLC$348K1
386PRUDENTIAL PLC$345K1
387Trivium Point Advisory, LLC$344K1
388Evelyn Partners Investment Management Services Ltd$340K1
389Ascent Group, LLC$336K1
390Clearwave Capital, LLC$333K1
391GRIMES & Co WEALTH MANAGEMENT, LLC$330K1
392COLDSTREAM CAPITAL MANAGEMENT INC$328K1
393Optas, LLC$327K1
394DAVENPORT & Co LLC$326K1
395COLRAIN CAPITAL LLC$321K1
396Cohen Klingenstein LLC$321K1
397EP Wealth Advisors, LLC$311K1
398Souders Financial Advisors$301K1
399American Capital Advisory, LLC$296K1
400GENTRY PRIVATE WEALTH, LLC$295K1
401LEVIN CAPITAL STRATEGIES, L.P.$294K1
402Capital Investment Advisory Services, LLC$292K1
403Alessandra Capital Management, LLC$292K1
404Rodgers Brothers Inc.$292K1
405Krilogy Financial LLC$290K1
406TI-TRUST, INC$290K1
407ASAHI LIFE ASSET MANAGEMENT CO., LTD.$289K1
408TD Capital Management LLC$288K1
409Laird Norton Wetherby Trust Company, LLC$285K1
410Independent Advisor Alliance$283K1
411Alan B Lancz & Associates, Inc.$280K1
412International Private Wealth Advisors LLC$279K1
413JAMISON PRIVATE WEALTH MANAGEMENT, INC.$278K1
414Alphadyne Asset Management LP$278K1
415Marex Group Ltd$277K1
416Allianz Asset Management GmbH$274K1
417PATRICK M SWEENEY & ASSOCIATES, INC$270K1
418TEACHER RETIREMENT SYSTEM OF TEXAS$267K1
419LEAVELL INVESTMENT MANAGEMENT, INC.$266K1
420CIDEL ASSET MANAGEMENT INC$265K1
421Brookstone Capital Management$265K1
422CHAPIN DAVIS, INC.$261K1
423Key Client Fiduciary Advisors, LLC$261K1
424Focus Financial Network, Inc.$254K1
425SYSTEMATIC FINANCIAL MANAGEMENT LP$253K1
426Siemens Fonds Invest GmbH$251K1
427SFMG, LLC$249K1
428MIRABELLA FINANCIAL SERVICES LLP$246K1
429FIRST MANHATTAN CO. LLC.$245K1
430Savvy Advisors, Inc.$244K1
431FORTRESS PRIVATE LEDGER, LLC$242K1
432QUADRANT CAPITAL GROUP LLC$241K1
433WRIGHT INVESTORS SERVICE INC$237K1
434FOUNDATIONS INVESTMENT ADVISORS, LLC$236K1
435180 WEALTH ADVISORS, LLC$235K1
436Meeder Advisory Services, Inc.$233K1
437PFG Investments, LLC$233K1
438Chicago Partners Investment Group LLC$233K1
439CIBC WORLD MARKET INC.$232K1
440SIGNATUREFD, LLC$232K1
441Richwood Investment Advisors, LLC$231K1
442Capital Investment Advisors, LLC$227K1
443OneAscent Investment Solutions LLC$227K1
444GREAT VALLEY ADVISOR GROUP, INC.$225K1
445Roehl & Yi Investment Advisors, LLC$225K1
446Cravens & Co Advisors, LLC$223K1
447SouthState Bank Corp$223K1
448ATALANTA SOSNOFF CAPITAL, LLC$222K1
449ARGUS INVESTORS' COUNSEL, INC.$221K1
450PRINCIPAL SECURITIES, INC.$220K1
451Concurrent Investment Advisors, LLC$219K1
452Candriam S.C.A.$219K1
453PATTON FUND MANAGEMENT, INC.$218K1
454Southern Financial Group, LLC$218K1
455Allworth Financial LP$218K1
456Johnson Financial Group, Inc.$215K1
457FORA Capital, LLC$214K1
458VestGen Advisors, LLC$213K1
459nVerses Capital, LLC$213K1
460OCCUDO QUANTITATIVE STRATEGIES LP$209K1
461BURNEY CO/$208K1
462GREENLEAF TRUST$208K1
463LGT Group Foundation$206K1
464MOODY NATIONAL BANK TRUST DIVISION$205K1
465WIMMER ASSOCIATES 1, LLC$204K1
466Caldwell Trust Co$198K1
467GROUP ONE TRADING LLC$184K1
468Ameritas Investment Partners, Inc.$172K1
469UMB Bank, n.a.$158K1
470CALDWELL SUTTER CAPITAL, INC.$156K1
471State of Wyoming$153K1
472Smartleaf Asset Management LLC$151K1
473DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$143K1
474Independence Bank of Kentucky$141K1
475Silvant Capital Management LLC$127K1
476OSLO PENSJONSFORSIKRING AS$126K1
477PRIVATE TRUST CO NA$116K1
478SBI Securities Co., Ltd.$107K1
479TRUST CO OF TOLEDO NA /OH/$100.0K1
480Bayforest Capital Ltd$98.1K1
481INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$98.0K1
482MATHER GROUP, LLC.$97.4K1
483Livforsakringsbolaget Skandia, Omsesidigt$93.9K1
484Arax Advisory Partners$93.5K1
485Geneos Wealth Management Inc.$91.2K1
486Deseret Mutual Benefit Administrators$83.9K1
487Larson Financial Group LLC$74.3K1
488ASSETMARK, INC$74.0K1
489Parkside Financial Bank & Trust$73.9K1
490Blue Trust, Inc.$73.2K1
491EXCHANGE TRADED CONCEPTS, LLC$72.2K1
492HM PAYSON & CO$69.2K1
493MCF Advisors LLC$68.3K1
494Generali Asset Management SPA SGR$67.8K1
495Clearstead Advisors, LLC$67.0K1
496Hilltop National Bank$66.9K1
497Kentucky Trust Co$64.3K1
498Measured Wealth Private Client Group, LLC$57.5K1
499PEAK6 LLC$56.2K1
500Cromwell Holdings LLC$55.9K1
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 / 3 sell
Congress net ($ bound)−$43.0K to $27.0K
Filers net (actions)not in build
Filers net ($ 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 IP

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

Financials — as filed PLANNED

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