Public record / Tickers / IQV

IQV — IQVIA HOLDINGS INC.

Both disclosure regimes on one name: who in Congress filed about IQV, 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
33
all PTR rows naming IQV
Members · 12m
3
1 buys · 2 sells · by trade date
Latest PTR
04-03
filed 2026-04-03
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

Kevin Hern · $100K–$250K

Purchase · traded 2021-05-18 → filed 2021-06-15. Ranked over every IQV row by the provable lower bound, never a point estimate.

3 members · 1 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.

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

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 IQV · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning IQV
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-04-03Kevin Hern R–OK-1Sale · JT (jointly owned)Traded 03-16 +18d$50K–$100K
2026-01-16Markwayne Mullin R–OKPurchase · JT (jointly owned)Traded 2025-12-29 +18d$15K–$50K
2025-11-15John Boozman R–ARSale · partial · JT (partial sale, jointly owned)Traded 10-02 +44d$1K–$15K
2025-05-31Robert P. Bresnahan, Jr. R–PA-8SaleTraded 05-15 +16d$1K–$15K
2025-05-08Robert P. Bresnahan, Jr. R–PA-8PurchaseTraded 04-08 +30d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 33 ↗

Members active in IQV

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing IQV 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.
John Boozman R–AR1−$15.0K to −$1.0K6
Kevin Hern R–OK-11−$100K to −$50.0K1
Markwayne Mullin R–OK1$15.0K to $50.0K

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

Congress ↔ notable managers · IQV

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

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

Merged timeline of congressional filings and notable-manager moves on IQV
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+46,747 sh
2026-05-15Bridgewater Associates 13Fadd+33,354 sh
2026-05-15Moore Capital Management 13Fnew+8,097 sh
2026-05-15Viking Global Investors 13Fexit−619,236 sh
2026-05-15Glenview Capital 13Fexit−199,726 sh
2026-05-15Appaloosa 13Fexit−280,000 sh

6 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 IQV for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.6B1
2HARRIS ASSOCIATES L P$2.1B1
3VANGUARD CAPITAL MANAGEMENT LLC$1.9B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$1.3B1
5STATE STREET CORP$1.3B1
6Artisan Partners Limited Partnership$863M1
7Boston Partners$723M1
8ALLIANCEBERNSTEIN L.P.$649M1
9Invesco Ltd.$556M1
10MORGAN STANLEY$445M1
11CANADA PENSION PLAN INVESTMENT BOARD$341M1
12Longview Partners (Guernsey) LTD$324M1
13LAZARD ASSET MANAGEMENT LLC$317M1
14FMR LLC$316M1
15NORTHERN TRUST CORP$295M1
16CANTILLON CAPITAL MANAGEMENT LLC$292M1
17DIMENSIONAL FUND ADVISORS LP$283M1
18UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$256M1
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC$241M1
20CIBC Bancorp USA Inc.$224M1
21BANK OF AMERICA CORP /DE/$222M1
22VICTORY CAPITAL MANAGEMENT INC$221M1
23AQR CAPITAL MANAGEMENT LLC$209M1
24RAYMOND JAMES FINANCIAL INC$204M1
25Legal & General Group Plc$184M1
26ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$169M1
27AMERICAN CENTURY COMPANIES INC$164M1
28VANGUARD FIDUCIARY TRUST CO$163M1
29Amundi$148M1
30DEUTSCHE BANK AG\$145M1
31CADIAN CAPITAL MANAGEMENT, LP$139M1
32UBS Group AG$131M1
331832 Asset Management L.P.$129M1
34FIL Ltd$127M1
35Vontobel Holding Ltd.$124M1
36NORDEA INVESTMENT MANAGEMENT AB$119M1
37MANUFACTURERS LIFE INSURANCE COMPANY, THE$109M1
38Capital World Investors$102M1
39ENVESTNET ASSET MANAGEMENT INC$101M1
40EARNEST PARTNERS LLC$91.2M1
41FRANKLIN RESOURCES INC$86.0M1
42Swiss National Bank$85.2M1
43Nuveen, LLC$84.3M1
44ROYAL BANK OF CANADA$68.5M1
45CITADEL ADVISORS LLC$66.5M1
46WELLS FARGO & COMPANY/MN$66.2M1
47Mitsubishi UFJ Asset Management Co., Ltd.$65.3M1
48Vanguard Global Advisers, LLC$63.3M1
49CITIGROUP INC$62.9M1
50National Pension Service$60.1M1
51NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$59.0M1
52HSBC HOLDINGS PLC$58.9M1
53CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$57.5M1
54EDMOND DE ROTHSCHILD HOLDING S.A.$56.2M1
55FIRST MANHATTAN CO. LLC.$51.2M1
56VANGUARD ASSET MANAGEMENT, Ltd$50.7M1
57Allianz Asset Management GmbH$50.1M1
58BARCLAYS PLC$49.2M1
59Ilex Capital Partners (UK) LLP$47.1M1
60MILLENNIUM MANAGEMENT LLC$45.7M1
61CIBC Asset Management Inc$44.1M1
62Quantinno Capital Management LP$39.9M1
63LAKEWOOD CAPITAL MANAGEMENT, LP$39.6M1
64Assenagon Asset Management S.A.$39.4M1
65SEB Asset Management AB$39.0M1
66Candriam S.C.A.$38.7M1
67COUNTRY TRUST BANK$38.1M1
68MASSACHUSETTS FINANCIAL SERVICES CO /MA/$38.1M1
69TWO SIGMA INVESTMENTS, LP$37.5M1
70Jefferies Financial Group Inc.$37.3M1
71Orbis Allan Gray Ltd$37.2M1
72Aberdeen Group plc$37.0M1
73Danica Pension, Livsforsikringsaktieselskab$36.0M1
74Freestone Grove Partners LP$34.8M1
75BANK OF MONTREAL /CAN/$34.4M1
76PRINCIPAL FINANCIAL GROUP INC$33.5M1
77ASSETMARK, INC$31.3M1
78ASSOCIATED BANC-CORP$30.9M1
79BNP Paribas Asset Management Holding S.A.$30.8M1
80Trajan Wealth LLC$30.4M1
81Robeco Institutional Asset Management B.V.$30.2M1
82CI INVESTMENTS INC.$30.0M1
83Korea Investment CORP$29.4M1
84Dana Investment Advisors, Inc.$28.4M1
85JUPITER ASSET MANAGEMENT LTD$27.4M1
86Act Two Investors LLC$27.1M1
87STIFEL FINANCIAL CORP$26.4M1
88TRUIST FINANCIAL CORP$25.7M1
89NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$25.5M1
90AVIVA PLC$25.4M1
91PANAGORA ASSET MANAGEMENT INC$25.1M1
92STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$25.1M1
93Calamos Advisors LLC$24.8M1
94Cerity Partners LLC$24.6M1
95LPL Financial LLC$24.3M1
96MML INVESTORS SERVICES, LLC$22.9M1
97Ensign Peak Advisors, Inc$22.9M1
98SEI INVESTMENTS CO$22.2M1
99Clarkston Capital Partners, LLC$22.2M1
100Banco Santander, S.A.$21.2M1
101Artemis Investment Management LLP$20.8M1
102Andra AP-fonden$20.7M1
103Zurcher Kantonalbank (Zurich Cantonalbank)$20.7M1
104Cetera Investment Advisers$20.5M1
105Universal- Beteiligungs- und Servicegesellschaft mbH$19.3M1
106Gotham Asset Management, LLC$19.0M1
107NATIONAL BANK OF CANADA /FI/$18.8M1
108Compagnie Lombard Odier SCmA$18.4M1
109TD ASSET MANAGEMENT INC$18.3M1
110Hardman Johnston Global Advisors LLC$17.4M1
111Coronation Fund Managers Ltd.$17.1M1
112FRANKLIN STREET ADVISORS INC /NC$16.9M1
113Zurich Insurance Group Ltd/FI$16.8M1
114GDS Wealth Management$16.8M1
115IEQ CAPITAL, LLC$16.4M1
116Focus Partners Wealth$16.3M1
117CLARK ESTATES INC/NY$16.2M1
118Pictet Asset Management Holding SA$16.1M1
119Redwood Grove Capital, LLC$15.9M1
120Swedbank AB$15.6M1
121STATE OF WISCONSIN INVESTMENT BOARD$15.6M1
122PRUDENTIAL FINANCIAL INC$15.1M1
123PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$15.1M1
124Parkman Healthcare Partners LLC$14.8M1
125Chevy Chase Trust Holdings, LLC$14.8M1
126Vanguard Investments Australia, Ltd.$14.5M1
127EASTERN BANK$14.3M1
128World Investment Advisors$14.0M1
129Steward Partners Investment Advisory, LLC$13.9M1
130Moran Wealth Management, LLC$13.7M1
131Squarepoint Ops LLC$13.7M1
132Running Oak Capital LLC$13.6M1
133Nippon Life Global Investors Americas, Inc.$13.5M1
134FIFTH THIRD BANCORP$13.4M1
135ROYAL LONDON ASSET MANAGEMENT LTD$13.4M1
136APG Asset Management N.V.$12.9M1
137EULAV Asset Management$12.8M1
138CREDIT AGRICOLE S A$12.6M1
139BLI - Banque de Luxembourg Investments$12.5M1
140Asset Management One Co., Ltd.$12.4M1
141WELLINGTON MANAGEMENT GROUP LLP$12.4M1
142Lombard Odier Asset Management (Europe) Ltd$11.9M1
143Vinva Investment Management Ltd$11.7M1
144Stanley Capital Management, LLC$11.5M1
145BRUNI J V & CO /CO$11.5M1
146DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$11.4M1
147EAGLE ROCK INVESTMENT COMPANY, LLC$11.1M1
148SCHWARTZ INVESTMENT COUNSEL INC$10.9M1
149Arvest Bank Trust Division$10.9M1
150Tredje AP-fonden$10.7M1
151PRIMECAP MANAGEMENT CO/CA/$10.6M1
152Taikang Asset Management (Hong Kong) Co Ltd$10.5M1
153ARMISTICE CAPITAL, LLC$10.4M1
154Mariner, LLC$10.3M1
155NOMURA ASSET MANAGEMENT CO LTD$10.0M1
156ADAGE CAPITAL PARTNERS GP, L.L.C.$9.9M1
157State of New Jersey Common Pension Fund D$9.8M1
158MACKENZIE FINANCIAL CORP$9.7M1
159Freshford Capital Management, LLC$9.6M1
160OSAIC HOLDINGS, INC.$9.6M1
161EXENCIAL WEALTH ADVISORS, LLC$9.3M1
162Baird Financial Group, Inc.$9.2M1
163Walter Public Investments Inc.$9.1M1
164Resona Asset Management Co.,Ltd.$9.1M1
165Federation des caisses Desjardins du Quebec$9.1M1
166Rhenman & Partners Asset Management AB$9.0M1
167Lansforsakringar Fondforvaltning AB (publ)$8.9M1
168SFE Investment Counsel$8.9M1
169McGuire Investment Group, LLC$8.8M1
170Creative Planning$8.8M1
171Calamos Wealth Management LLC$8.7M1
172MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$8.6M1
173VOYA INVESTMENT MANAGEMENT LLC$8.6M1
174TORONTO DOMINION BANK$8.5M1
175SaddleRock Capital Management LLC$8.4M1
176Allspring Global Investments Holdings, LLC$8.3M1
177Diversified Trust Co$8.3M1
178Sendero Wealth Management, LLC$8.3M1
179Varma Mutual Pension Insurance Co$8.2M1
180Bridgewater Associates, LP$8.0M1
181MARKEL GROUP INC.$8.0M1
182Telos Capital Management, Inc.$7.9M1
183FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$7.9M1
184Arizona State Retirement System$7.9M1
185Czech National Bank$7.9M1
186PRUDENTIAL PLC$7.8M1
187Graham Capital Management, L.P.$7.8M1
188Sone Capital Management, LLC$7.7M1
189STATE OF MICHIGAN RETIREMENT SYSTEM$7.6M1
190COMMERCE BANK$7.5M1
191SUSQUEHANNA INTERNATIONAL GROUP, LLP$7.3M1
192Pine Valley Investments Ltd Liability Co$7.3M1
193Daiwa Securities Group Inc.$7.1M1
194STEPHENS INC /AR/$6.9M1
195SECTOR GAMMA AS$6.9M1
196Mirae Asset Global Investments Co., Ltd.$6.8M1
197COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$6.7M1
198SHEETS SMITH WEALTH MANAGEMENT$6.5M1
199Verdence Capital Advisors LLC$6.2M1
200Retirement Systems of Alabama$6.1M1
201EDENTREE ASSET MANAGEMENT Ltd$6.1M1
202NewEdge Advisors, LLC$6.0M1
203GUGGENHEIM CAPITAL LLC$6.0M1
204IFM Investors Pty Ltd$6.0M1
205Integral Health Asset Management, LLC$6.0M1
206WCG Wealth Advisors LLC$5.9M1
207MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$5.9M1
208SCHRODER INVESTMENT MANAGEMENT GROUP$5.9M1
209B. Metzler seel. Sohn & Co. AG$5.9M1
210Swiss Life Asset Management Ltd$5.8M1
211USS Investment Management Ltd$5.8M1
212Militia Capital Management LLC$5.8M1
213Inspire Investing, LLC$5.8M1
214Woodline Partners LP$5.7M1
215Broyhill Asset Management, LLC$5.6M1
216CWM, LLC$5.5M1
217Marks Group Wealth Management, Inc$5.5M1
218PEAK6 LLC$5.4M1
219WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5.4M1
220US BANCORP \DE\$5.4M1
221QRG CAPITAL MANAGEMENT, INC.$5.3M1
222COMMONWEALTH EQUITY SERVICES, LLC$5.2M1
223OP Asset Management Ltd$5.2M1
224PRINCIPAL SECURITIES, INC.$5.1M1
225MAI Capital Management$5.1M1
226BRANDES INVESTMENT PARTNERS, LP$5.0M1
227ProShare Advisors LLC$5.0M1
228Eurizon Capital SGR S.p.A.$5.0M1
229MERIDIAN MANAGEMENT CO$5.0M1
230Invenomic Capital Management LP$4.9M1
231Vanguard Personalized Indexing Management, LLC$4.9M1
232NEOS Investment Management LLC$4.9M1
233Generali Asset Management SPA SGR$4.9M1
234XPONANCE LLC$4.8M1
235PINKERTON WEALTH, LLC$4.8M1
236FIRST TRUST ADVISORS LP$4.8M1
237Vision Capital Management, Inc.$4.8M1
238Utah Retirement Systems$4.7M1
239PUBLIC SECTOR PENSION INVESTMENT BOARD$4.7M1
240PLATINUM INVESTMENT MANAGEMENT LTD$4.6M1
241MGO ONE SEVEN LLC$4.5M1
242SUPERSTRING CAPITAL MANAGEMENT LP$4.4M1
243NEW YORK LIFE INVESTMENT MANAGEMENT LLC$4.3M1
244BANK OF NOVA SCOTIA$4.3M1
245Tidal Investments LLC$4.2M1
246Atria Investments, Inc$4.2M1
247Rakuten Investment Management, Inc.$4.2M1
248Meridian Wealth Advisors, LLC$4.1M1
249CIBC WORLD MARKET INC.$4.1M1
250BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$4.0M1
251Rockefeller Capital Management L.P.$3.9M1
252SHERMAN PORFOLIOS, LLC$3.9M1
253Fideuram Asset Management (Ireland) dac$3.9M1
254Sumitomo Mitsui DS Asset Management Company, Ltd$3.9M1
255CASTLEARK MANAGEMENT LLC$3.9M1
256D.A. DAVIDSON & CO.$3.8M1
257NISSAY ASSET MANAGEMENT CORP /JAPAN$3.7M1
258Janus Henderson Group Ltd.$3.7M1
2592Xideas AG$3.7M1
260DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$3.6M1
261M&T BANK CORP$3.5M1
262Man Group plc$3.5M1
263O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.4M1
264Empowered Funds, LLC$3.3M1
265OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.3M1
266Morningstar Investment Management LLC$3.3M1
267Corient Private Wealth LLC$3.1M1
268Investment Research & Advisory Group, Inc.$3.1M1
269Glassy Mountain Advisors, Inc.$3.1M1
270Taproot Management LP$3.1M1
271Cannell & Spears LLC$3.1M1
272UniSuper Management Pty Ltd$3.1M1
273Clear Harbor Asset Management, LLC$3.0M1
274MACQUARIE GROUP LTD$3.0M1
275STOREBRAND ASSET MANAGEMENT AS$3.0M1
276Carmel Capital Partners, LLC$2.9M1
277REGIONS FINANCIAL CORP$2.9M1
278Legacy Wealth Management, LLC / MS$2.8M1
279Modera Wealth Management, LLC$2.8M1
280Balefire, LLC$2.8M1
281Sanctuary Advisors, LLC$2.8M1
282Crossmark Global Holdings, Inc.$2.7M1
283Pathstone Holdings, LLC$2.7M1
284MERCER GLOBAL ADVISORS INC /ADV$2.7M1
285Sava Infond d.o.o.$2.7M1
286Voya Financial Advisors, Inc.$2.6M1
287Manhattan West Asset Management, LLC$2.5M1
288Comprehensive Financial Consultants Institutional, Inc.$2.5M1
289Merit Financial Group, LLC$2.4M1
290Orion Porfolio Solutions, LLC$2.4M1
291Summit Trail Advisors, LLC$2.4M1
292NLB Skladi, upravljanje premozenja, d.o.o.$2.3M1
293Rafferty Asset Management, LLC$2.2M1
294Edgestream Partners, L.P.$2.2M1
295Smith Salley Wealth Management$2.2M1
296FEDERATED HERMES, INC.$2.2M1
297New Age Alpha Advisors, LLC$2.2M1
298Wealthfront Advisers LLC$2.2M1
299Osmosis Investment Management UK Ltd$2.2M1
300Farringdon Capital, Ltd.$2.1M1
301Concurrent Investment Advisors, LLC$2.1M1
302Investment Management Corp of Ontario$2.1M1
303Pure Financial Advisors, LLC$2.0M1
304Aspire Private Capital, LLC$2.0M1
305FULLER & THALER ASSET MANAGEMENT, INC.$1.9M1
306JAG CAPITAL MANAGEMENT, LLC$1.9M1
307Goelzer Investment Management, Inc.$1.9M1
308GeoWealth Management, LLC$1.9M1
309CALIBER WEALTH MANAGEMENT, LLC / KS$1.9M1
310&PARTNERS$1.8M1
311ASR Vermogensbeheer N.V.$1.8M1
312Avanza Fonder AB$1.8M1
313Metis Global Partners, LLC$1.8M1
314Norinchukin Bank, The$1.8M1
315HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.8M1
316TWIN CITY PRIVATE WEALTH, LLC$1.8M1
317Stamos Capital Partners, L.P.$1.8M1
318Pallas Capital Advisors LLC$1.8M1
319Cape Investment Advisory, Inc.$1.8M1
320MIZUHO SECURITIES USA LLC$1.7M1
321WealthShield Partners, LLC$1.7M1
322Cumberland Partners Ltd$1.7M1
323Sequoia Financial Advisors, LLC$1.7M1
324HighTower Advisors, LLC$1.7M1
325Murphy Pohlad Asset Management LLC$1.7M1
326L2 Asset Management, LLC$1.6M1
327ABN AMRO INVESTMENT SOLUTIONS$1.6M1
328OneDigital Investment Advisors LLC$1.6M1
329KEYBANK NATIONAL ASSOCIATION/OH$1.6M1
330Maia Wealth LLC$1.6M1
331Callan Family Office, LLC$1.6M1
332FIDUCIARY FAMILY OFFICE, LLC$1.6M1
333Banque Cantonale Vaudoise$1.5M1
334Dynamic Technology Lab Private Ltd$1.4M1
335Maryland State Retirement & Pension System$1.4M1
336OMERS ADMINISTRATION Corp$1.4M1
337CRUX WEALTH ADVISORS$1.4M1
338AE Wealth Management LLC$1.4M1
339OPPENHEIMER ASSET MANAGEMENT INC.$1.4M1
340CHAPMAN FINANCIAL GROUP, LLC$1.4M1
341LOM Asset Management Ltd$1.4M1
342MOORE CAPITAL MANAGEMENT, LP$1.4M1
343UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.3M1
344XTX Topco Ltd$1.3M1
345Brevan Howard Capital Management LP$1.3M1
346Dai-ichi Life Insurance Company, Ltd$1.3M1
347JANE STREET GROUP, LLC$1.3M1
348TD Waterhouse Canada Inc.$1.3M1
349Integrated Advisors Network LLC$1.3M1
350Geneos Wealth Management Inc.$1.3M1
351CenterBook Partners LP$1.3M1
352INTECH INVESTMENT MANAGEMENT LLC$1.2M1
353HF Advisory Group, LLC$1.2M1
354Caprock Group, LLC$1.2M1
355SUVRETTA CAPITAL MANAGEMENT, LLC$1.2M1
356Stratos Wealth Partners, LTD.$1.2M1
357Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$1.2M1
358TOKIO MARINE ASSET MANAGEMENT CO LTD$1.2M1
359MUFG Securities EMEA plc$1.2M1
360Numerai GP LLC$1.2M1
361MILFORD FUNDS LTD$1.1M1
362AlTi Global, Inc.$1.1M1
363ARVEST INVESTMENTS, INC.$1.1M1
364EXCHANGE TRADED CONCEPTS, LLC$1.1M1
365NICOLET BANKSHARES INC$1.1M1
366BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.1M1
367SPWM Advisors LLC$1.1M1
368PARSONS CAPITAL MANAGEMENT INC/RI$1.1M1
369Empirical Finance, LLC$1.1M1
370Private Advisor Group, LLC$1.0M1
371SAGESPRING WEALTH PARTNERS, LLC$1.0M1
372Advisors Asset Management, Inc.$1.0M1
373EVOLVE PRIVATE WEALTH, LLC$1.0M1
374ELEVATION POINT WEALTH PARTNERS, LLC$1.0M1
375Laird Norton Wetherby Trust Company, LLC$1.0M1
376OFI INVEST ASSET MANAGEMENT$1.0M1
377FULTON BANK, N.A.$1.0M1
378BLAIR WILLIAM & CO/IL$1.0M1
379PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0M1
380Vident Advisory, LLC$1.0M1
381Clearstead Advisors, LLC$1.0M1
382Invera Wealth Advisors, LLC$1.0M1
383CHOREO, LLC$996K1
384Tranquility Partners, LLC$995K1
385Aviso Financial Inc.$993K1
386OSSIAM$974K1
387Brooklyn Investment Group$950K1
388Oasis Advisors, LLC$939K1
389Holocene Advisors, LP$930K1
390Laurel Wealth Advisors LLC$928K1
391NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$926K1
392Lebenthal Global Advisors, LLC$905K1
393TODD ASSET MANAGEMENT LLC$888K1
394Focus Partners Advisor Solutions, LLC$878K1
395PRELUDE CAPITAL MANAGEMENT, LLC$876K1
396Lido Advisors, LLC$865K1
397Verition Fund Management LLC$855K1
398Malaga Cove Capital, LLC$848K1
399Allred Capital Management, LLC$841K1
400One Wealth Map LLC$840K1
401Sowell Financial Services LLC$835K1
402North Dakota State Investment Board$833K1
403QUADRANT CAPITAL GROUP LLC$831K1
404Chicago Partners Investment Group LLC$812K1
405Arax Advisory Partners$812K1
406Fisher Asset Management, LLC$809K1
407FIDUCIARY TRUST CO$807K1
408Envestnet Portfolio Solutions, Inc.$801K1
409Marex Group Ltd$792K1
410SECURIAN ASSET MANAGEMENT, INC$780K1
411HB Wealth Management, LLC$768K1
412PFG Advisors$758K1
413TWO SIGMA SECURITIES, LLC$745K1
414Van Diest Capital, LLC$732K1
415TRILLIUM ASSET MANAGEMENT, LLC$720K1
416Dynamic Advisor Solutions LLC$717K1
417COLDSTREAM CAPITAL MANAGEMENT INC$697K1
418Tulsa Wealth Advisors, INC$697K1
419MONTAG A & ASSOCIATES INC$697K1
420BIRCHBROOK, INC.$687K1
421State of Wyoming$685K1
422Vestmark Advisory Solutions, Inc.$668K1
423Ritter Daniher Financial Advisory LLC / DE$660K1
424Clearstead Trust, LLC$660K1
425FLAGSHIP HARBOR ADVISORS, LLC$655K1
426Choate Investment Advisors$655K1
427MAGNOLIA CAPITAL ADVISORS LLC$649K1
428INTACT INVESTMENT MANAGEMENT INC.$648K1
429Kintegral Advisory, LLC$637K1
430Outlook Wealth Advisors, LLC$622K1
431VEGA INVESTMENT SOLUTIONS$619K1
432Sterling Investment Counsel, LLC$616K1
433CSS LLC/IL$614K1
434CLIENT 1ST ADVISORY GROUP, LLC$612K1
435Walleye Trading LLC$608K1
436Tempo Wealth, LLC$593K1
437Independence Wealth Advisors, LLC$590K1
438BEACON FINANCIAL GROUP$577K1
439Kestra Advisory Services, LLC$575K1
440Davis Investment Partners, LLC$553K1
441LIBERTY ONE INVESTMENT MANAGEMENT, LLC$549K1
442Herold Advisors, Inc.$546K1
443Oregon Pacific Wealth Management, LLC$537K1
444Camelot Portfolios, LLC$532K1
445Leonteq Securities AG$531K1
446TEMA ETFS LLC$525K1
447Meeder Advisory Services, Inc.$524K1
448SIGNATUREFD, LLC$524K1
449AIA Group Ltd$522K1
450Waverly Advisors, LLC$518K1
451Inscription Capital, LLC$516K1
452Cresset Asset Management, LLC$515K1
453Alpine Global Management, LLC$514K1
454CORSAIR CAPITAL MANAGEMENT, L.P.$502K1
455Plan A Wealth LLC$499K1
456New England Research & Management, Inc.$491K1
457Brookstone Capital Management$487K1
458Inspire Advisors, LLC$484K1
459Vise Technologies, Inc.$484K1
460Raleigh Capital Management Inc.$481K1
461Havemeyer Place LP$477K1
462Harbour Wealth Management Group, Inc.$473K1
463Snowden Capital Advisors LLC$471K1
464Equitable Holdings, Inc.$461K1
465Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$457K1
466Kera Capital Partners, Inc.$454K1
467L. Roy Papp & Associates, LLP$452K1
468DAVENPORT & Co LLC$449K1
469Apollon Wealth Management, LLC$446K1
470Clear Trail Advisors, LLC$439K1
471TEACHER RETIREMENT SYSTEM OF TEXAS$435K1
472EFG International AG$433K1
473GREAT VALLEY ADVISOR GROUP, INC.$432K1
474BALYASNY ASSET MANAGEMENT L.P.$432K1
475Rehmann Capital Advisory Group$431K1
476Curi Capital, LLC$430K1
477Dynasty Wealth Management, LLC$428K1
478Magnetar Financial LLC$424K1
479DoubleLine ETF Adviser LP$424K1
480CITIZENS FINANCIAL GROUP INC/RI$423K1
481Siemens Fonds Invest GmbH$422K1
482REGATTA CAPITAL GROUP, LLC$422K1
483Jasper Ridge Partners, L.P.$420K1
484ANCHYRA PARTNERS LLC$417K1
485Y-Intercept (Hong Kong) Ltd$411K1
486Annis Gardner Whiting Capital Advisors, LLC$410K1
487E Fund Management Co., Ltd.$409K1
488Veracity Capital LLC$408K1
489Perigon Wealth Management, LLC$404K1
490NATIXIS$400K1
491Mutual Advisors, LLC$398K1
492Hutchens & Kramer Investment Management Group, LLC$393K1
493Tower Research Capital LLC (TRC)$392K1
494Fieldview Capital Management, LLC$389K1
495Tranquilli Financial Advisor LLC$388K1
496EVERPAR ADVISORS LLC$385K1
497Prospera Financial Services Inc$384K1
498KESTRA PRIVATE WEALTH SERVICES, LLC$380K1
499Kuhn & Co Investment Counsel$379K1
500PKO Investment Management Joint-Stock Co$375K1
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)1 buy / 2 sell
Congress net ($ bound)−$100K to −$1.0K
Filers net (actions)not in build
Filers net ($ 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 IQV

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for IQV · financials and macro

Financials — as filed PLANNED

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