Public record / Tickers / IR

IR — Ingersoll Rand Inc.

Both disclosure regimes on one name: who in Congress filed about IR, 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 IR
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
01-13
filed 2026-01-13
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

Mitch McConnell · $250K–$500K

Sale · traded 2019-06-03 → filed 2019-06-14. Ranked over every IR row by the provable lower bound, never a point estimate.

No member disclosed IR 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.

4 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

9 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. 9 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING IR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning IR
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-01-13Julia Letlow R–LA-5SaleTraded 2025-01-31 LATE·347d$1K–$15K
2026-01-13Julia Letlow R–LA-5PurchaseTraded 2024-10-23 LATE·447d$1K–$15K
2025-09-12Val T. Hoyle D–OR-4Sale · SP (spouse-owned)Traded 05-21 LATE·114d$1K–$15K
2025-09-12Val T. Hoyle D–OR-4Purchase · SP (spouse-owned)Traded 2024-10-29 LATE·318d$1K–$15K
2025-06-06Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 05-13 +24d$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 33 ↗

Members active in IR

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

No member disclosed IR in the trailing 12 months.

Congress ↔ notable managers · IR

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 $21.3M held

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

Merged timeline of congressional filings and notable-manager moves on IR
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+2,234 sh
2026-05-15Bridgewater Associates 13Ftrim−28,963 sh
2026-05-14Caxton Associates 13Fexit−2,799 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 IR for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1Capital World Investors$2.5B1
2Capital Research Global Investors$2.4B1
3BlackRock, Inc.$2.3B1
4VANGUARD CAPITAL MANAGEMENT LLC$2.0B1
5FMR LLC$1.7B1
6FRANKLIN RESOURCES INC$1.4B1
7VANGUARD PORTFOLIO MANAGEMENT LLC$1.4B1
8STATE STREET CORP$1.2B1
9Capital International Investors$1.1B1
10GEODE CAPITAL MANAGEMENT, LLC$767M1
11MORGAN STANLEY$645M1
12Fisher Asset Management, LLC$578M1
13Janus Henderson Group Ltd.$527M1
14UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$482M1
15MASSACHUSETTS FINANCIAL SERVICES CO /MA/$356M1
16Bank of New York Mellon Corp$319M1
17UBS Group AG$298M1
18Nuveen, LLC$294M1
19NORTHERN TRUST CORP$276M1
20DIMENSIONAL FUND ADVISORS LP$257M1
21Invesco Ltd.$246M1
22Amundi$220M1
23APG Asset Management N.V.$210M1
24BANK OF AMERICA CORP /DE/$200M1
25Swedbank AB$197M1
26CHARLES SCHWAB INVESTMENT MANAGEMENT INC$182M1
27Legal & General Group Plc$174M1
28FIL Ltd$171M1
29VANGUARD FIDUCIARY TRUST CO$163M1
30Pictet Asset Management Holding SA$161M1
31AMERIPRISE FINANCIAL INC$158M1
32LAZARD ASSET MANAGEMENT LLC$151M1
33NORDEA INVESTMENT MANAGEMENT AB$130M1
34WELLINGTON MANAGEMENT GROUP LLP$125M1
35Artisan Partners Limited Partnership$122M1
36Allspring Global Investments Holdings, LLC$111M1
37DEUTSCHE BANK AG\$106M1
38Turtle Creek Asset Management Inc.$104M1
39Aristotle Capital Management, LLC$94.9M1
40OMERS ADMINISTRATION Corp$93.1M1
41Swiss National Bank$92.9M1
42JUPITER ASSET MANAGEMENT LTD$90.8M1
43Ensign Peak Advisors, Inc$85.3M1
44LPL Financial LLC$77.8M1
45NZS Capital, LLC$72.7M1
46Sumitomo Mitsui Trust Group, Inc.$70.9M1
47ROYAL BANK OF CANADA$68.6M1
48Mitsubishi UFJ Asset Management Co., Ltd.$68.1M1
49CITADEL ADVISORS LLC$65.8M1
50Vanguard Global Advisers, LLC$62.8M1
51WELLS FARGO & COMPANY/MN$60.7M1
52BARCLAYS PLC$57.4M1
53HSBC HOLDINGS PLC$56.4M1
54CITIGROUP INC$55.1M1
55RHUMBLINE ADVISERS$54.9M1
56CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$54.8M1
57CAISSE DES DEPOTS ET CONSIGNATIONS$54.7M1
58VANGUARD ASSET MANAGEMENT, Ltd$54.4M1
59PARNASSUS INVESTMENTS, LLC$50.6M1
60CAUSEWAY CAPITAL MANAGEMENT LLC$50.2M1
61TD ASSET MANAGEMENT INC$49.6M1
62National Pension Service$46.2M1
63ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$43.9M1
64RAYMOND JAMES FINANCIAL INC$42.9M1
65ALLIANCEBERNSTEIN L.P.$42.3M1
66Capital International, Inc./CA/$39.7M1
67Aberdeen Group plc$36.9M1
68PRINCIPAL FINANCIAL GROUP INC$32.1M1
69Eurizon Capital SGR S.p.A.$30.8M1
70BNP Paribas Asset Management Holding S.A.$29.8M1
71NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$29.6M1
72WAYCROSS PARTNERS, LLC$29.3M1
73AVIVA PLC$27.9M1
74ENVESTNET ASSET MANAGEMENT INC$27.8M1
75STOREBRAND ASSET MANAGEMENT AS$27.6M1
76STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$27.5M1
77SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$27.3M1
78United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$27.1M1
79Universal- Beteiligungs- und Servicegesellschaft mbH$27.1M1
80Glenview Trust Co$27.0M1
81SEI INVESTMENTS CO$26.6M1
82Daiwa Securities Group Inc.$25.3M1
83Regents Gate Capital LLP$24.9M1
84GOODNOW INVESTMENT GROUP, LLC$24.7M1
85Capital International Sarl$24.2M1
86ROYAL LONDON ASSET MANAGEMENT LTD$21.3M1
87Gotham Asset Management, LLC$21.3M1
88GDS Wealth Management$20.1M1
89DANSKE BANK A/S$20.0M1
90VOYA INVESTMENT MANAGEMENT LLC$19.3M1
91BANK OF MONTREAL /CAN/$19.3M1
92MEYER HANDELMAN CO$18.6M1
93NEW YORK STATE COMMON RETIREMENT FUND$18.5M1
94Asset Management One Co., Ltd.$17.0M1
95STATE OF WISCONSIN INVESTMENT BOARD$16.9M1
96Zurcher Kantonalbank (Zurich Cantonalbank)$16.3M1
97Corient Private Wealth LLC$16.3M1
98Vanguard Investments Australia, Ltd.$15.8M1
99MANUFACTURERS LIFE INSURANCE COMPANY, THE$15.0M1
100PRUDENTIAL FINANCIAL INC$14.4M1
101Banque Transatlantique SA$14.2M1
102Chevy Chase Trust Holdings, LLC$14.0M1
103Moran Wealth Management, LLC$13.7M1
104Candriam S.C.A.$13.7M1
105Korea Investment CORP$13.6M1
106ADAGE CAPITAL PARTNERS GP, L.L.C.$13.5M1
107Tidal Investments LLC$13.3M1
108DnB Asset Management AS$13.2M1
109CANADA PENSION PLAN INVESTMENT BOARD$13.0M1
110Mitsubishi UFJ Trust & Banking Corp$12.6M1
111Tredje AP-fonden$12.6M1
112Varma Mutual Pension Insurance Co$12.5M1
113Running Oak Capital LLC$12.4M1
114KLP KAPITALFORVALTNING AS$12.3M1
115FEDERATED HERMES, INC.$11.5M1
116VICTORY CAPITAL MANAGEMENT INC$11.1M1
117Zurich Insurance Group Ltd/FI$11.0M1
118NOMURA ASSET MANAGEMENT CO LTD$11.0M1
119WEITZ INVESTMENT MANAGEMENT, INC.$10.7M1
120State of New Jersey Common Pension Fund D$10.5M1
121TEMA ETFS LLC$10.5M1
122FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$10.5M1
123Quantinno Capital Management LP$10.0M1
124Capital Group Private Client Services, Inc.$10.0M1
125Resona Asset Management Co.,Ltd.$9.8M1
126Lansforsakringar Fondforvaltning AB (publ)$9.8M1
127PRUDENTIAL PLC$9.4M1
128PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$9.3M1
129Creative Planning$9.1M1
130TORONTO DOMINION BANK$9.0M1
131Cerity Partners LLC$8.6M1
132Arizona State Retirement System$8.6M1
133CAPITAL INTERNATIONAL LTD /CA/$8.5M1
134MILLENNIUM MANAGEMENT LLC$8.2M1
135Czech National Bank$7.8M1
136Mirae Asset Global Investments Co., Ltd.$7.5M1
137Y-Intercept (Hong Kong) Ltd$7.5M1
138STATE OF MICHIGAN RETIREMENT SYSTEM$7.5M1
139CIBC Asset Management Inc$7.4M1
140NATIONAL BANK OF CANADA /FI/$7.4M1
141Marks Group Wealth Management, Inc$7.3M1
142Danica Pension, Livsforsikringsaktieselskab$7.3M1
143ABN AMRO INVESTMENT SOLUTIONS$7.1M1
144BLVD Private Wealth, LLC$7.0M1
145Swiss Life Asset Management Ltd$7.0M1
146Man Group plc$6.9M1
147CIBC Bancorp USA Inc.$6.9M1
148IFM Investors Pty Ltd$6.8M1
149TRUIST FINANCIAL CORP$6.8M1
150MetLife Investment Management, LLC$6.7M1
151COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$6.6M1
152FIFTH THIRD BANCORP$6.6M1
153NISA INVESTMENT ADVISORS, LLC$6.5M1
154STIFEL FINANCIAL CORP$6.4M1
155ExodusPoint Capital Management, LP$6.3M1
156AQR CAPITAL MANAGEMENT LLC$6.3M1
157Robeco Schweiz AG$6.2M1
158SEB Asset Management AB$6.1M1
159TD Waterhouse Canada Inc.$6.1M1
160Retirement Systems of Alabama$6.1M1
161XPONANCE LLC$5.9M1
162Van Hulzen Asset Management, LLC$5.7M1
163Cetera Investment Advisers$5.7M1
164Robeco Institutional Asset Management B.V.$5.5M1
165SHELTON CAPITAL MANAGEMENT$5.3M1
166Ethic Inc.$5.2M1
167CARDEROCK CAPITAL MANAGEMENT INC$5.2M1
168Utah Retirement Systems$5.2M1
169Sumitomo Mitsui DS Asset Management Company, Ltd$5.1M1
170Inspire Investing, LLC$4.8M1
171BANK OF NOVA SCOTIA$4.6M1
172NBT BANK, N.A.$4.5M1
173ASR Vermogensbeheer N.V.$4.5M1
174O'SHAUGHNESSY ASSET MANAGEMENT, LLC$4.5M1
175BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$4.4M1
176NEW YORK LIFE INVESTMENT MANAGEMENT LLC$4.3M1
177ProShare Advisors LLC$4.3M1
178AIA Group Ltd$4.2M1
179Rakuten Investment Management, Inc.$4.2M1
180PUBLIC SECTOR PENSION INVESTMENT BOARD$4.2M1
181EQUITABLE TRUST CO$4.2M1
182NEOS Investment Management LLC$4.1M1
183CIBC WORLD MARKET INC.$4.1M1
184OSAIC HOLDINGS, INC.$4.1M1
185NISSAY ASSET MANAGEMENT CORP /JAPAN$4.1M1
186US BANCORP \DE\$3.9M1
187Vestmark Advisory Solutions, Inc.$3.8M1
188Econ Financial Services Corp$3.8M1
189Vanguard Personalized Indexing Management, LLC$3.7M1
190ASSETMARK, INC$3.6M1
191MACKENZIE FINANCIAL CORP$3.6M1
192OP Asset Management Ltd$3.5M1
193CREDIT AGRICOLE S A$3.4M1
194Verition Fund Management LLC$3.4M1
195Wealth Advisory Solutions, LLC$3.3M1
196OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.3M1
197GLENMEDE TRUST CO NA$3.2M1
198UniSuper Management Pty Ltd$3.1M1
199Douglass Winthrop Advisors, LLC$3.1M1
200Symmetry Investments LP$3.1M1
201COMMERCE BANK$3.1M1
202Harvest Portfolios Group Inc.$3.1M1
203B. Metzler seel. Sohn & Co. AG$3.1M1
204MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.0M1
205Citizens Business Bank$3.0M1
206YOUSIF CAPITAL MANAGEMENT, LLC$3.0M1
207Wealthfront Advisers LLC$3.0M1
208SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.9M1
209Pathstone Holdings, LLC$2.9M1
210INSIGNEO ADVISORY SERVICES, LLC$2.9M1
211Asio Capital, LLC$2.9M1
212MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.8M1
213Kestra Advisory Services, LLC$2.8M1
214COMMONWEALTH EQUITY SERVICES, LLC$2.7M1
215Birch Hill Investment Advisors LLC$2.7M1
216Bank Julius Baer & Co. Ltd, Zurich$2.5M1
217M&T BANK CORP$2.5M1
218FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.5M1
219HighTower Advisors, LLC$2.5M1
220MACQUARIE GROUP LTD$2.4M1
221Carmel Capital Partners, LLC$2.4M1
222Summit Trail Advisors, LLC$2.4M1
223Rockefeller Capital Management L.P.$2.4M1
224Susquehanna Portfolio Strategies, LLC$2.4M1
225Sanctuary Advisors, LLC$2.3M1
226Jain Global LLC$2.3M1
227ALLIANZ SE$2.3M1
228Investment Management Corp of Ontario$2.3M1
229BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2.3M1
230AMERICAN CENTURY COMPANIES INC$2.3M1
231Massachusetts Wealth Management$2.2M1
232Elo Mutual Pension Insurance Co$2.2M1
233HANCOCK WHITNEY CORP$2.1M1
234Vident Advisory, LLC$2.1M1
235FOX RUN MANAGEMENT, L.L.C.$2.1M1
236LBP AM SA$2.0M1
237Bleakley Financial Group, LLC$2.0M1
238Jefferies Financial Group Inc.$2.0M1
239Bridgewater Associates, LP$2.0M1
240ARCADIA INVESTMENT MANAGEMENT CORP/MI$2.0M1
241FIRST TRUST ADVISORS LP$2.0M1
242Baird Financial Group, Inc.$1.9M1
243Bragg Financial Advisors, Inc$1.9M1
244Crossmark Global Holdings, Inc.$1.9M1
245&PARTNERS$1.9M1
246Rafferty Asset Management, LLC$1.9M1
247Northwest & Ethical Investments L.P.$1.8M1
248Steward Partners Investment Advisory, LLC$1.8M1
249Capital Group Investment Management Pte. Ltd.$1.8M1
250MERCER GLOBAL ADVISORS INC /ADV$1.8M1
251HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.8M1
252Twin Tree Management, LP$1.8M1
253Norinchukin Bank, The$1.8M1
254MML INVESTORS SERVICES, LLC$1.7M1
255Generali Asset Management SPA SGR$1.7M1
256MIZUHO SECURITIES USA LLC$1.7M1
257OpenArc Corporate Advisory, LLC$1.7M1
258SCHRODER INVESTMENT MANAGEMENT GROUP$1.7M1
259TWO SIGMA INVESTMENTS, LP$1.6M1
260HARTFORD INVESTMENT MANAGEMENT CO$1.6M1
261NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.6M1
262New England Research & Management, Inc.$1.6M1
263Clearbridge Investments, LLC$1.6M1
264DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$1.6M1
265Maryland State Retirement & Pension System$1.6M1
266AG2R LA MONDIALE GESTION D'ACTIFS$1.6M1
267Lombard Odier Asset Management (Switzerland) SA$1.5M1
268Callan Family Office, LLC$1.5M1
269Atria Investments, Inc$1.5M1
270WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.5M1
271Laird Norton Wetherby Trust Company, LLC$1.4M1
272Avanza Fonder AB$1.4M1
273Federation des caisses Desjardins du Quebec$1.4M1
274Osmosis Investment Management UK Ltd$1.4M1
275JANE STREET GROUP, LLC$1.4M1
276TOKIO MARINE ASSET MANAGEMENT CO LTD$1.3M1
277CENTRAL TRUST Co$1.3M1
278VCI Wealth Management LLC$1.3M1
279Assenagon Asset Management S.A.$1.3M1
280Banque Cantonale Vaudoise$1.3M1
281DAVENPORT & Co LLC$1.2M1
282XTX Topco Ltd$1.2M1
283Breakwater Capital Group$1.2M1
284QUADRANT CAPITAL GROUP LLC$1.2M1
285Curi Capital, LLC$1.2M1
286Empowered Funds, LLC$1.2M1
287Concurrent Investment Advisors, LLC$1.2M1
288SIGNATUREFD, LLC$1.2M1
289MUFG Securities EMEA plc$1.2M1
290Saudi Central Bank$1.2M1
291Orion Porfolio Solutions, LLC$1.2M1
292Dai-ichi Life Insurance Company, Ltd$1.1M1
293Sterling Capital Management LLC$1.1M1
294UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.1M1
295Integrated Advisors Network LLC$1.1M1
296BLAIR WILLIAM & CO/IL$1.1M1
297COLDSTREAM CAPITAL MANAGEMENT INC$1.1M1
298Sequoia Financial Advisors, LLC$1.1M1
299Ballentine Partners, LLC$1.1M1
300Mill Capital Management, LLC$1.0M1
301E. Ohman J:or Asset Management AB$1.0M1
302Empirical Finance, LLC$1.0M1
303AlphaStar Capital Management, LLC$1.0M1
304Vontobel Holding Ltd.$997K1
305NOMURA HOLDINGS INC$978K1
306SALEM INVESTMENT COUNSELORS INC$963K1
307Allianz Asset Management GmbH$960K1
308Advisors Asset Management, Inc.$958K1
309HB Wealth Management, LLC$949K1
310North Dakota State Investment Board$921K1
311NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$912K1
312Portfolio Design Labs, LLC$889K1
313NATIXIS$875K1
314AXA S.A.$871K1
315Rossmore Private Capital$848K1
316Metis Global Partners, LLC$846K1
317KEYBANK NATIONAL ASSOCIATION/OH$840K1
318Ascent Group, LLC$829K1
319Voleon Capital Management LP$819K1
320Savant Capital, LLC$818K1
321Headlands Technologies LLC$818K1
322BALYASNY ASSET MANAGEMENT L.P.$816K1
323AMG National Trust Bank$795K1
324MUFG SECURITIES AMERICAS INC.$789K1
325Brooklyn Investment Group$788K1
326Argos Wealth Advisors, LLC$774K1
327SECURIAN ASSET MANAGEMENT, INC$774K1
328River Wealth Advisors LLC$764K1
329Clark Capital Management Group, Inc.$761K1
330Squarepoint Ops LLC$758K1
331CWM, LLC$757K1
332REGIONS FINANCIAL CORP$734K1
333INTECH INVESTMENT MANAGEMENT LLC$729K1
334one8zero8, LLC$708K1
335Independent Advisor Alliance$701K1
336Brevan Howard Capital Management LP$699K1
337WINTON GROUP Ltd$695K1
338ALGEBRIS (UK) LTD$691K1
339QRG CAPITAL MANAGEMENT, INC.$688K1
340EntryPoint Capital, LLC$686K1
341GROUPAMA ASSET MANAGMENT$680K1
342J.W. COLE ADVISORS, INC.$675K1
343Apollon Wealth Management, LLC$674K1
344Vise Technologies, Inc.$662K1
345LEAVELL INVESTMENT MANAGEMENT, INC.$662K1
346NewEdge Advisors, LLC$656K1
347OSSIAM$652K1
348D L CARLSON INVESTMENT GROUP INC$647K1
349Keystone Wealth Services, LLC$644K1
350Kintegral Advisory, LLC$627K1
351Pinnacle Financial Partners, Inc.$623K1
352MAI Capital Management$617K1
353FIDUCIARY TRUST CO$613K1
354Fifth Third Wealth Advisors LLC$610K1
355Private Advisor Group, LLC$610K1
356CLIFFORD SWAN INVESTMENT COUNSEL LLC$609K1
357Beacon Pointe Advisors, LLC$602K1
358Intesa Sanpaolo Wealth Management$586K1
359Allworth Financial LP$585K1
360Stablepoint Partners, LLC$568K1
361PRINCIPAL SECURITIES, INC.$568K1
362Qsemble Capital Management, LP$564K1
363Athena Wealth Management, LLC$564K1
364BENJAMIN EDWARDS INC$559K1
365Machina Capital S.A.S.$553K1
366Wedmont Private Capital$551K1
367PARSONS CAPITAL MANAGEMENT INC/RI$550K1
368FRG Family Wealth Advisors LLC$539K1
369HM PAYSON & CO$539K1
370Texas Yale Capital Corp.$537K1
371MCF Advisors LLC$532K1
372CHOREO, LLC$528K1
373Lido Advisors, LLC$525K1
374KESTRA PRIVATE WEALTH SERVICES, LLC$498K1
375MASTERINVEST Kapitalanlage GmbH$492K1
376Cooper Financial Group$488K1
377GC Wealth Management RIA, LLC$487K1
378BankChampaign, National Association$485K1
379MGO ONE SEVEN LLC$482K1
380FOUNDATIONS INVESTMENT ADVISORS, LLC$476K1
381Perigon Wealth Management, LLC$475K1
382TEACHER RETIREMENT SYSTEM OF TEXAS$473K1
383Notis-McConarty Edward$473K1
384Mutual Advisors, LLC$462K1
385JOHNSON INVESTMENT COUNSEL INC$459K1
386Colonial River Investments, LLC$458K1
387111 Capital$454K1
388Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$454K1
389Siemens Fonds Invest GmbH$453K1
390MISSION WEALTH MANAGEMENT, LP$451K1
391Murphy, Middleton, Hinkle & Parker, Inc.$443K1
392TICINO WEALTH$443K1
393AUXIER ASSET MANAGEMENT LLC$440K1
394TWINBEECH CAPITAL LP$433K1
395CATALYST FINANCIAL PARTNERS LLC$429K1
396Wilmington Savings Fund Society, FSB$421K1
397Merit Financial Group, LLC$417K1
398BROWN ADVISORY INC$409K1
399PATRON PARTNERS, LLC$408K1
400Snowden Capital Advisors LLC$408K1
401Stratos Wealth Partners, LTD.$405K1
402ROMANO BROTHERS AND COMPANY$405K1
403Composition Wealth, LLC$389K1
404Ducere Wealth Management LLC$388K1
405KANAWHA CAPITAL MANAGEMENT LLC$378K1
406Blueshift Asset Management, LLC$369K1
407EXCHANGE TRADED CONCEPTS, LLC$369K1
408Modern Wealth Management, LLC$364K1
409Blue Trust, Inc.$363K1
410Plato Investment Management Ltd$362K1
411BRADLEY FOSTER & SARGENT INC/CT$362K1
412Consilium Wealth Advisory, LLC$361K1
413Ethos Capital Management, Inc.$361K1
414GUYASUTA INVESTMENT ADVISORS INC$360K1
415Meeder Advisory Services, Inc.$355K1
416SYSTEMATIC FINANCIAL MANAGEMENT LP$353K1
417Broderick Brian C$351K1
418PINNACLE ASSOCIATES LTD$348K1
419Centiva Capital, LP$346K1
420Strategic Advisors LLC$345K1
421Frank, Rimerman Advisors LLC$344K1
422Widmann Financial Services, Inc.$341K1
423CITIZENS FINANCIAL GROUP INC/RI$340K1
424Clear Harbor Asset Management, LLC$337K1
425Net Worth Advisory Group$334K1
426INTEGRITY ALLIANCE, LLC.$332K1
427EVERGREEN CAPITAL MANAGEMENT LLC$327K1
428AZZAD ASSET MANAGEMENT INC /ADV$325K1
429OLD NATIONAL BANCORP /IN/$323K1
430Cross Staff Investments Inc$320K1
431PCM Encore, LLC$319K1
432Compound Planning, Inc.$307K1
433Ascentis Independent Advisors$306K1
434NewEdge Wealth, LLC$301K1
435EP Wealth Advisors, LLC$300K1
436Souders Financial Advisors$297K1
437KMG FIDUCIARY PARTNERS, LLC$295K1
438SAGESPRING WEALTH PARTNERS, LLC$295K1
439Phoenix Financial Ltd.$295K1
440FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$292K1
441INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$291K1
442BECKER CAPITAL MANAGEMENT INC$290K1
443CULLINAN ASSOCIATES INC$289K1
444Aspire Private Capital, LLC$288K1
445GUGGENHEIM CAPITAL LLC$287K1
446Systematic Alpha Investments, LLC$285K1
447Moors & Cabot, Inc.$285K1
448SAPIENT CAPITAL LLC$281K1
449Resonant Capital Advisors, LLC$280K1
450BINGHAM PRIVATE WEALTH, LLC$280K1
451TOCQUEVILLE ASSET MANAGEMENT L.P.$272K1
452AE Wealth Management LLC$272K1
453Westhampton Capital, LLC$271K1
454Brookstone Capital Management$270K1
455Groupe la Francaise$268K1
456PROFUND ADVISORS LLC$268K1
457D.A. DAVIDSON & CO.$266K1
458INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$265K1
459Savvy Advisors, Inc.$265K1
460BANQUE PICTET & CIE SA$264K1
461GATEWAY INVESTMENT ADVISERS LLC$261K1
462Essex Financial Services, Inc.$257K1
463TRED AVON FAMILY WEALTH, LLC$256K1
464Ameritas Investment Partners, Inc.$256K1
465Tower Research Capital LLC (TRC)$255K1
466Frec Markets, Inc.$255K1
467HOLDERNESS INVESTMENTS CO$253K1
468GeoWealth Management, LLC$251K1
469Pine Valley Investments Ltd Liability Co$251K1
470OFI INVEST ASSET MANAGEMENT$250K1
471WORLD EQUITY GROUP, INC.$250K1
472RFG Advisory, LLC$247K1
473Storgate, LLC$244K1
474Pflug Koory, LLC$244K1
475EXENCIAL WEALTH ADVISORS, LLC$243K1
476Walleye Trading LLC$242K1
477Smartleaf Asset Management LLC$242K1
478Secure Asset Management, LLC$240K1
479Foster Group, Inc.$239K1
480GRIFFIN ASSET MANAGEMENT, INC.$238K1
481Checchi Capital Advisers, LLC$237K1
482PATTON FUND MANAGEMENT, INC.$235K1
483Aptus Capital Advisors, LLC$235K1
484DV Trading LLC$233K1
485USS Investment Management Ltd$233K1
486OneDigital Investment Advisors LLC$228K1
487PERSONAL CFO SOLUTIONS, LLC$226K1
488Clark Asset Management, LLC$226K1
489Ledyard National Bank$225K1
490Chicago Partners Investment Group LLC$222K1
491Fieldview Capital Management, LLC$222K1
492FLAGSHIP HARBOR ADVISORS, LLC$222K1
493Connor, Clark & Lunn Investment Management Ltd.$221K1
494Simplicity Wealth,LLC$220K1
495Heritage Wealth Advisors$218K1
496Cinctive Capital Management LP$217K1
497Third View Private Wealth, LLC$217K1
498World Investment Advisors$216K1
499Summit Financial, LLC$213K1
500Argyle Capital Management, LLC$212K1
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)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 IR

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for IR · financials and macro

Financials — as filed PLANNED

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