Public record / Tickers / IRM

IRM — IRON MOUNTAIN INC

Both disclosure regimes on one name: who in Congress filed about IRM, 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 IRM
Members · 12m
1
0 buys · 3 sells · by trade date
Latest PTR
03-02
filed 2026-03-02
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

Markwayne Mullin · $15.0K–$50.0K

Sale · traded 2025-12-18 → filed 2026-01-13. Ranked over every IRM row by the provable lower bound, never a point estimate.

1 member · 0 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.

12 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

6 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. 6 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING IRM · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning IRM
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-03-02Markwayne Mullin R–OKSale · JT (jointly owned)Traded 02-04 +26d$1K–$15K
2026-01-13Markwayne Mullin R–OKSale · SP (spouse-owned)Traded 2025-12-18 +26d$15K–$50K
2026-01-13Markwayne Mullin R–OKSaleTraded 2025-12-18 +26d$1K–$15K
2025-02-27Markwayne Mullin R–OKPurchase · JT (jointly owned)Traded 02-03 +24d$1K–$15K
2025-01-31Markwayne Mullin R–OKPurchase · SP (spouse-owned)Traded 01-02 +29d$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 IRM

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing IRM 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.
Markwayne Mullin R–OK3−$80.0K to −$17.0K

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

Congress ↔ notable managers · IRM

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

Congress · last 90 days

Buyers
0
Sellers
0

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

Notable managers · quarter ended 2026-03-31

Trimming
0 $0 held

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

Merged timeline of congressional filings and notable-manager moves on IRM
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+1,185 sh
2026-05-15Bridgewater Associates 13Fnew+4,694 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

full holders view ↗
Top institutional holders of IRM for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$3.4B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$2.6B1
3VANGUARD CAPITAL MANAGEMENT LLC$1.9B1
4STATE STREET CORP$1.8B1
5FMR LLC$764M1
6MORGAN STANLEY$475M1
7PRINCIPAL FINANCIAL GROUP INC$466M1
8DIMENSIONAL FUND ADVISORS LP$465M1
9NORTHERN TRUST CORP$424M1
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC$410M1
11Invesco Ltd.$401M1
12Legal & General Group Plc$320M1
13Daiwa Securities Group Inc.$317M1
14DEUTSCHE BANK AG\$316M1
15PRUDENTIAL FINANCIAL INC$247M1
16Vontobel Holding Ltd.$216M1
17Nuveen, LLC$211M1
18Capital World Investors$191M1
19AQR CAPITAL MANAGEMENT LLC$183M1
20VANGUARD FIDUCIARY TRUST CO$169M1
21DUFF & PHELPS INVESTMENT MANAGEMENT CO$161M1
22Contour Asset Management LLC$148M1
23ROYAL BANK OF CANADA$144M1
24BANK OF AMERICA CORP /DE/$143M1
25HSBC HOLDINGS PLC$130M1
26Amundi$111M1
27SEI INVESTMENTS CO$99.6M1
28Mitsubishi UFJ Asset Management Co., Ltd.$92.8M1
29Swiss National Bank$88.6M1
30Pictet Asset Management Holding SA$88.2M1
31CIBC Bancorp USA Inc.$84.6M1
32AMERICAN CENTURY COMPANIES INC$83.3M1
33UBS Group AG$81.9M1
34JANE STREET GROUP, LLC$72.3M1
35APG Asset Management US Inc.$71.1M1
36WELLS FARGO & COMPANY/MN$67.3M1
37WELCH & FORBES LLC$66.6M1
38Vanguard Global Advisers, LLC$66.2M1
39LPL Financial LLC$63.5M1
40Epoch Investment Partners, Inc.$63.0M1
41Universal- Beteiligungs- und Servicegesellschaft mbH$60.3M1
42ADAGE CAPITAL PARTNERS GP, L.L.C.$60.3M1
43NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$59.9M1
44NOMURA ASSET MANAGEMENT CO LTD$57.5M1
45WORLDQUANT MILLENNIUM ADVISORS LLC$56.0M1
46Asset Management One Co., Ltd.$55.9M1
47BAMCO INC /NY/$53.7M1
48VANGUARD ASSET MANAGEMENT, Ltd$51.6M1
49DigitalBridge Group, Inc.$51.5M1
50CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$51.3M1
51Clark Capital Management Group, Inc.$47.8M1
52ALLIANCEBERNSTEIN L.P.$46.9M1
53National Pension Service$43.9M1
54BANK OF MONTREAL /CAN/$41.5M1
55TEACHER RETIREMENT SYSTEM OF TEXAS$40.3M1
56Rockefeller Capital Management L.P.$39.7M1
57Point72 Asset Management, L.P.$38.6M1
58CITADEL ADVISORS LLC$38.3M1
59MILLENNIUM MANAGEMENT LLC$38.2M1
60Aberdeen Group plc$37.9M1
61WELLINGTON MANAGEMENT GROUP LLP$35.5M1
62Vanguard Investments Australia, Ltd.$35.1M1
63Quantinno Capital Management LP$32.9M1
64CITIGROUP INC$32.2M1
65Marble Harbor Investment Counsel, LLC$30.7M1
66Ensign Peak Advisors, Inc$30.4M1
67RAYMOND JAMES FINANCIAL INC$30.1M1
68MACQUARIE GROUP LTD$27.6M1
69Apollo Management Holdings, L.P.$27.1M1
70AVIVA PLC$26.9M1
71STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$26.8M1
72Swedbank AB$26.6M1
73Cetera Investment Advisers$26.6M1
74HEITMAN REAL ESTATE SECURITIES LLC$26.5M1
75STIFEL FINANCIAL CORP$26.1M1
76DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$25.7M1
77Schonfeld Strategic Advisors LLC$25.4M1
78Americana Partners, LLC$24.9M1
79VICTORY CAPITAL MANAGEMENT INC$24.3M1
80Retirement Systems of Alabama$23.3M1
81BLAIR WILLIAM & CO/IL$23.0M1
82ENVESTNET ASSET MANAGEMENT INC$23.0M1
83HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$21.9M1
84FEDERATED HERMES, INC.$21.9M1
85REAVES W H & CO INC$21.8M1
86Corient Private Wealth LLC$21.7M1
87Focus Partners Wealth$21.2M1
88COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$20.7M1
89Zurcher Kantonalbank (Zurich Cantonalbank)$20.3M1
90Hudson Bay Capital Management LP$19.5M1
91Brookstone Capital Management$19.3M1
92TD ASSET MANAGEMENT INC$18.5M1
93TWO SIGMA INVESTMENTS, LP$18.3M1
94STATE OF WISCONSIN INVESTMENT BOARD$18.0M1
95UNITED CAPITAL FINANCIAL ADVISORS, LLC$17.9M1
96Resona Asset Management Co.,Ltd.$17.8M1
97MANUFACTURERS LIFE INSURANCE COMPANY, THE$17.7M1
98Moran Wealth Management, LLC$17.7M1
99CIBC WORLD MARKET INC.$17.2M1
100TECTONIC ADVISORS LLC$16.9M1
101SG Capital Management LLC$16.7M1
102COMMONWEALTH EQUITY SERVICES, LLC$16.0M1
103FIL Ltd$15.4M1
104FRANKLIN RESOURCES INC$15.1M1
105Vert Asset Management LLC$15.0M1
106Chevy Chase Trust Holdings, LLC$14.9M1
107ROYAL LONDON ASSET MANAGEMENT LTD$14.6M1
108TCV Trust & Wealth Management, Inc.$14.5M1
109BOOTHBAY FUND MANAGEMENT, LLC$14.4M1
110Sanctuary Advisors, LLC$14.1M1
111Sargent Investment Group, LLC$13.7M1
112Cander Asset Management LP$13.6M1
113Creative Planning$13.4M1
114APG Asset Management N.V.$13.4M1
115TORONTO DOMINION BANK$13.2M1
116Mutual Advisors, LLC$13.2M1
117Mariner, LLC$13.2M1
118BALYASNY ASSET MANAGEMENT L.P.$13.1M1
119BNP Paribas Asset Management Holding S.A.$13.1M1
120Intrinsic Edge Capital Management LLC$12.4M1
121Korea Investment CORP$12.3M1
122Walleye Capital LLC$12.2M1
123Tredje AP-fonden$12.2M1
124STOREBRAND ASSET MANAGEMENT AS$12.2M1
125B&I Capital AG$11.9M1
126Nippon Life Global Investors Americas, Inc.$11.6M1
127OSAIC HOLDINGS, INC.$11.3M1
128Sumitomo Mitsui DS Asset Management Company, Ltd$11.2M1
129HighTower Advisors, LLC$10.8M1
130IFM Investors Pty Ltd$10.8M1
131SUSQUEHANNA INTERNATIONAL GROUP, LLP$10.4M1
132IEQ CAPITAL, LLC$10.4M1
133Kestra Advisory Services, LLC$10.3M1
134NEOS Investment Management LLC$10.3M1
135CREDIT AGRICOLE S A$10.3M1
136Lansforsakringar Fondforvaltning AB (publ)$10.2M1
137BANK OF NOVA SCOTIA$10.2M1
138State of New Jersey Common Pension Fund D$10.2M1
139NATIONAL BANK OF CANADA /FI/$9.7M1
140MERCER GLOBAL ADVISORS INC /ADV$9.4M1
141UniSuper Management Pty Ltd$9.4M1
142Cerity Partners LLC$9.1M1
143Eurizon Capital SGR S.p.A.$9.1M1
144Varma Mutual Pension Insurance Co$8.9M1
145Private Advisor Group, LLC$8.7M1
146NISSAY ASSET MANAGEMENT CORP /JAPAN$8.7M1
147PUBLIC SECTOR PENSION INVESTMENT BOARD$8.6M1
148Chicago Capital, LLC$8.6M1
149Squarepoint Ops LLC$8.3M1
150M&T BANK CORP$8.3M1
151Qube Research & Technologies Ltd$8.3M1
152Czech National Bank$8.2M1
153Arizona State Retirement System$8.2M1
154FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$8.2M1
155SALEM INVESTMENT COUNSELORS INC$8.0M1
156STATE OF MICHIGAN RETIREMENT SYSTEM$7.9M1
157Allworth Financial LP$7.8M1
158&PARTNERS$7.5M1
159CIBC Asset Management Inc$7.4M1
160NORDEA INVESTMENT MANAGEMENT AB$7.3M1
161INTACT INVESTMENT MANAGEMENT INC.$7.3M1
162Wealthfront Advisers LLC$7.1M1
163SEB Asset Management AB$7.1M1
164FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$7.0M1
165MML INVESTORS SERVICES, LLC$6.9M1
166Mirae Asset Global Investments Co., Ltd.$6.9M1
167USS Investment Management Ltd$6.8M1
168NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6.8M1
169Engineers Gate Manager LP$6.8M1
170QRG CAPITAL MANAGEMENT, INC.$6.6M1
171PFA Pension, Forsikringsaktieselskab$6.5M1
172ASR Vermogensbeheer N.V.$6.3M1
173Swiss Life Asset Management Ltd$6.2M1
174PEAK6 LLC$6.2M1
175EASTERLY INVESTMENT PARTNERS LLC$6.1M1
176VOYA INVESTMENT MANAGEMENT LLC$5.9M1
177Osmosis Investment Management UK Ltd$5.9M1
178Woodline Partners LP$5.9M1
179XPONANCE LLC$5.7M1
180Allspring Global Investments Holdings, LLC$5.7M1
181FIRST TRUST ADVISORS LP$5.7M1
182Federation des caisses Desjardins du Quebec$5.6M1
183ProShare Advisors LLC$5.6M1
184Candriam S.C.A.$5.5M1
185Oak Thistle LLC$5.5M1
186CWM, LLC$5.5M1
187Werlinich Asset Management, LLC$5.3M1
188New Age Alpha Advisors, LLC$5.3M1
189Hennion & Walsh Asset Management, Inc.$5.2M1
190FIRST NATIONAL TRUST CO$5.2M1
191Advisors Asset Management, Inc.$5.1M1
192NIA IMPACT ADVISORS, LLC$5.1M1
193WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5.1M1
194Vanguard Personalized Indexing Management, LLC$5.1M1
195Utah Retirement Systems$4.9M1
196RB Capital Management, LLC$4.8M1
197O'SHAUGHNESSY ASSET MANAGEMENT, LLC$4.7M1
198Steward Partners Investment Advisory, LLC$4.6M1
199NEW YORK LIFE INVESTMENT MANAGEMENT LLC$4.5M1
200Trinity Legacy Partners, LLC$4.4M1
201Baird Financial Group, Inc.$4.4M1
202Venture Visionary Partners LLC$4.3M1
203Rakuten Investment Management, Inc.$4.3M1
204NewEdge Advisors, LLC$4.3M1
205Moors & Cabot, Inc.$4.2M1
206BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$4.2M1
207HOLDERNESS INVESTMENTS CO$4.1M1
208Gotham Asset Management, LLC$4.1M1
209REGIONS FINANCIAL CORP$4.0M1
210Ranch Capital Advisors Inc.$4.0M1
211WealthTrust Axiom LLC$4.0M1
212D.A. DAVIDSON & CO.$3.9M1
213American Trust Investment Advisors, LLC$3.8M1
214ING GROEP NV$3.7M1
215Pathstone Holdings, LLC$3.7M1
216Waverly Advisors, LLC$3.7M1
217MACKENZIE FINANCIAL CORP$3.6M1
218TRUIST FINANCIAL CORP$3.5M1
219OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.5M1
220Y-Intercept (Hong Kong) Ltd$3.4M1
221Janus Henderson Group Ltd.$3.4M1
222Andra AP-fonden$3.2M1
223MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.2M1
224Norinchukin Bank, The$3.2M1
225Fideuram Asset Management (Ireland) dac$3.2M1
226OP Asset Management Ltd$3.1M1
227Siemens Fonds Invest GmbH$3.1M1
228BURNEY CO/$3.1M1
229Cyndeo Wealth Partners, LLC$3.1M1
230J.W. COLE ADVISORS, INC.$3.0M1
231Rafferty Asset Management, LLC$3.0M1
232MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.9M1
233US BANCORP \DE\$2.8M1
234Sage Capital Management, LLC$2.7M1
235Gradient Investments LLC$2.7M1
236Independent Advisor Alliance$2.6M1
237XTX Topco Ltd$2.6M1
238Meridian Wealth Advisors, LLC$2.6M1
239Merit Financial Group, LLC$2.6M1
240Vectors Research Management, LLC$2.5M1
241Tidal Investments LLC$2.5M1
242Jain Global LLC$2.5M1
243PFG Investments, LLC$2.4M1
244CORRADO ADVISORS, LLC$2.4M1
245WESTPAC BANKING CORP$2.4M1
246Susquehanna Portfolio Strategies, LLC$2.4M1
247Capital Investment Advisors, LLC$2.4M1
248Empowered Funds, LLC$2.4M1
249FIFTH THIRD BANCORP$2.3M1
250Avanza Fonder AB$2.3M1
251Nepsis Inc.$2.3M1
252Allianz Asset Management GmbH$2.3M1
253INTECH INVESTMENT MANAGEMENT LLC$2.3M1
254Naviter Wealth, LLC$2.3M1
255GeoWealth Management, LLC$2.3M1
256BROWN ADVISORY INC$2.2M1
257BENJAMIN EDWARDS INC$2.2M1
258Pasadena Private Wealth, LLC$2.2M1
259KCM INVESTMENT ADVISORS LLC$2.2M1
260MASTERINVEST Kapitalanlage GmbH$2.2M1
261Investment Management Corp of Ontario$2.2M1
262Lido Advisors, LLC$2.1M1
263FIDUCIARY TRUST CO$2.1M1
264MAI Capital Management$2.1M1
265Edgestream Partners, L.P.$2.0M1
266OPPENHEIMER ASSET MANAGEMENT INC.$2.0M1
267NewEdge Wealth, LLC$2.0M1
268GABLES CAPITAL MANAGEMENT INC.$2.0M1
269GRS Advisors, LLC$2.0M1
270HORIZON KINETICS ASSET MANAGEMENT LLC$1.9M1
271COURIER CAPITAL LLC$1.8M1
272WOLVERINE ASSET MANAGEMENT LLC$1.8M1
273MIZUHO SECURITIES USA LLC$1.8M1
274CASCADE INVESTMENT GROUP, INC.$1.8M1
275CAPITAL FINANCIAL GROUP INC\CO\ /ADV$1.8M1
276Summit Trail Advisors, LLC$1.8M1
277TWINBEECH CAPITAL LP$1.8M1
278RFG Advisory, LLC$1.7M1
279Claro Advisors Inc.$1.7M1
280DRW Securities, LLC$1.7M1
281COMMERCE BANK$1.7M1
282World Investment Advisors$1.7M1
283Snowden Capital Advisors LLC$1.6M1
284Community Bank of Raymore$1.6M1
285Crossmark Global Holdings, Inc.$1.6M1
286ABN AMRO INVESTMENT SOLUTIONS$1.6M1
287Royal Fund Management, LLC$1.6M1
288HB Wealth Management, LLC$1.6M1
289KING LUTHER CAPITAL MANAGEMENT CORP$1.6M1
290DoubleLine ETF Adviser LP$1.6M1
291KESTRA PRIVATE WEALTH SERVICES, LLC$1.5M1
292Havemeyer Place LP$1.5M1
293One Charles Private Wealth Services, LLC$1.5M1
294SIMPLEX TRADING, LLC$1.5M1
295Carnegie Investment Counsel$1.5M1
296Maryland State Retirement & Pension System$1.5M1
297Kessler Investment Group, LLC$1.5M1
298Robeco Institutional Asset Management B.V.$1.5M1
299FOX RUN MANAGEMENT, L.L.C.$1.4M1
300Trust Investment Advisors$1.4M1
301Texas Yale Capital Corp.$1.4M1
302OMERS ADMINISTRATION Corp$1.4M1
303PRINCIPAL SECURITIES, INC.$1.3M1
304OSSIAM$1.3M1
305Walleye Trading LLC$1.3M1
306ROMAN BUTLER FULLERTON & CO$1.3M1
307TOKIO MARINE ASSET MANAGEMENT CO LTD$1.3M1
308Dai-ichi Life Insurance Company, Ltd$1.3M1
309CHOREO, LLC$1.3M1
310WIREGRASS INVESTMENT MANAGEMENT LLC$1.3M1
311Comprehensive Money Management Services LLC$1.3M1
312HM PAYSON & CO$1.3M1
313REIK & CO., LLC$1.3M1
314Banque Cantonale Vaudoise$1.3M1
315LDR Capital Management LLC$1.3M1
316Chicago Partners Investment Group LLC$1.3M1
317Chesley Taft & Associates LLC$1.2M1
318Widmann Financial Services, Inc.$1.2M1
319MUFG Securities EMEA plc$1.2M1
320Bleakley Financial Group, LLC$1.2M1
321Assenagon Asset Management S.A.$1.2M1
322Focus Financial Network, Inc.$1.2M1
323Metis Global Partners, LLC$1.2M1
324Dana Investment Advisors, Inc.$1.2M1
325TEMA ETFS LLC$1.2M1
326F/m Investments LLC$1.2M1
327Verdence Capital Advisors LLC$1.2M1
328Beacon Pointe Advisors, LLC$1.1M1
329MOODY NATIONAL BANK TRUST DIVISION$1.1M1
330Savant Capital, LLC$1.1M1
331Kintegral Advisory, LLC$1.1M1
332LEVEL FOUR ADVISORY SERVICES, LLC$1.1M1
333Retirement Planning Co of New England, Inc.$1.1M1
334Glenview Trust Co$1.1M1
335SCHRODER INVESTMENT MANAGEMENT GROUP$1.1M1
336Compound Planning, Inc.$1.1M1
337Guardian Asset Advisors, LLC$1.1M1
338Vident Advisory, LLC$1.1M1
339UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.1M1
340Truvestments Capital LLC$1.1M1
341Beacon Financial Advisory LLC$1.1M1
342J.M. Arbour, LLC$1.1M1
343TD Waterhouse Canada Inc.$1.1M1
344Sequoia Financial Advisors, LLC$1.1M1
345MITCHELL MCLEOD PUGH & WILLIAMS INC$1.0M1
346Smith Group Asset Management, LLC$1.0M1
347LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.0M1
348Emerald Investment Advisers, LLC$1.0M1
349Apollon Wealth Management, LLC$991K1
350Wealthcare Advisory Partners LLC$990K1
351DIVERSIFY WEALTH MANAGEMENT, LLC$987K1
352NOMURA HOLDINGS INC$986K1
353ATWOOD & PALMER INC$968K1
354NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$967K1
355DAVENPORT & Co LLC$965K1
356Ullmann Wealth Partners Group, LLC$964K1
357BEACON INVESTMENT ADVISORS LLC$959K1
358BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$958K1
359DENALI ADVISORS LLC$956K1
360Redhawk Wealth Advisors, Inc.$954K1
361Mechanics Bank Trust Department$947K1
362Capital Investment Advisory Services, LLC$943K1
363ODDO BHF ASSET MANAGEMENT SAS$938K1
364INDEPENDENT FINANCIAL GROUP, LLC$934K1
365EP Wealth Advisors, LLC$931K1
366Orion Porfolio Solutions, LLC$923K1
367Founders Financial Alliance, LLC$921K1
368Advisors Capital Management, LLC$918K1
369Callan Family Office, LLC$893K1
370OFI INVEST ASSET MANAGEMENT$891K1
371VERUS CAPITAL PARTNERS, LLC$889K1
372Brooklyn Investment Group$886K1
373Ascent Group, LLC$884K1
374Atlantic Union Bankshares Corp$881K1
375Herold Advisors, Inc.$868K1
376Future Financial Wealth Managment LLC$868K1
377North Dakota State Investment Board$866K1
378Trivium Point Advisory, LLC$851K1
379RIK SAYLOR FINANCIAL, INC.$836K1
380Strait & Sound Wealth Management LLC$831K1
381NATIXIS$829K1
382Cresset Asset Management, LLC$816K1
383Colonial River Investments, LLC$816K1
384BAILARD, INC.$811K1
385SECURIAN ASSET MANAGEMENT, INC$811K1
386EntryPoint Capital, LLC$799K1
387COLDSTREAM CAPITAL MANAGEMENT INC$787K1
388MGO ONE SEVEN LLC$767K1
389Prospera Financial Services Inc$766K1
390PRINCETON CAPITAL MANAGEMENT LLC$756K1
391GTS SECURITIES LLC$749K1
392Larson Financial Group LLC$745K1
393TBH Global Asset Management, LLC$722K1
394Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$715K1
395Fiduciary Group, LLC$715K1
396Checchi Capital Advisers, LLC$713K1
397Badgley Phelps Wealth Managers, LLC$707K1
398Avior Wealth Management, LLC$704K1
399EVERGREEN CAPITAL MANAGEMENT LLC$702K1
400Focus Partners Advisor Solutions, LLC$686K1
401QUADRANT CAPITAL GROUP LLC$672K1
402Concurrent Investment Advisors, LLC$664K1
403Summit Financial, LLC$657K1
404Kingsview Wealth Management, LLC$656K1
405Aprio Wealth Management, LLC$652K1
406Gerber Kawasaki Wealth & Investment Management$650K1
407AIGEN INVESTMENT MANAGEMENT, LP$639K1
408Ascentis Independent Advisors$632K1
409Essex Financial Services, Inc.$630K1
410SIGNATUREFD, LLC$625K1
411FIDELIS CAPITAL PARTNERS, LLC$624K1
412SHEETS SMITH WEALTH MANAGEMENT$615K1
413Cardinal Point Capital Management ULC$608K1
414Columbia Asset Management$604K1
415Machina Capital S.A.S.$604K1
416Pinnacle Family Advisors, LLC$601K1
417West Wealth Group, LLC$599K1
418Ballentine Partners, LLC$597K1
419OPPENHEIMER & CO INC$587K1
420AE Wealth Management LLC$562K1
421Simplicity Wealth,LLC$561K1
422Ameritas Advisory Services, LLC$557K1
423HUB Investment Partners, LLC$534K1
424Valued Retirements, Inc.$530K1
425Destination Wealth Management$530K1
426M&G Plc$530K1
427HANCOCK WHITNEY CORP$529K1
428GROUP ONE TRADING LLC$526K1
429Spire Wealth Management$525K1
430ATALANTA SOSNOFF CAPITAL, LLC$518K1
431PRUDENTIAL PLC$517K1
432NorthStar Asset Management LLC /NJ/$512K1
433U.S. Capital Wealth Advisors, LLC$510K1
434Linscomb Wealth, Inc.$506K1
435Kapstone Financial Advisors LLC$506K1
436Performance Wealth Partners, LLC$505K1
437LBP AM SA$498K1
438Cornerstone Wealth Group, LLC$495K1
439DAYMARK WEALTH PARTNERS, LLC$491K1
440Smith Asset Management Co., LLC$486K1
441OneDigital Investment Advisors LLC$484K1
442GUGGENHEIM CAPITAL LLC$482K1
443Bridgewater Associates, LP$479K1
444High Net Worth Advisory Group LLC$479K1
445JB Capital LLC$473K1
446Curi Capital, LLC$469K1
447Clearstead Advisors, LLC$468K1
448Wilmington Savings Fund Society, FSB$460K1
449Krilogy Financial LLC$457K1
450ASSETMARK, INC$451K1
451Measured Wealth Private Client Group, LLC$446K1
452Wealthspire Advisors, LLC$438K1
453BCO Wealth Management LLC$437K1
454Advisory Advocates, LLC$434K1
455FIDUCIARY FAMILY OFFICE, LLC$433K1
456Stratos Wealth Partners, LTD.$428K1
457HOWLAND CAPITAL MANAGEMENT LLC$425K1
458NorthCrest Asset Manangement, LLC$425K1
459Cornerstone Wealth Management, LLC$424K1
460WealthBridge Capital Management, LLC$422K1
461Sivia Capital Partners, LLC$420K1
462WADDELL & ASSOCIATES, LLC$420K1
463Disciplined Equity Management, Inc.$417K1
464Advisory Alpha, LLC$416K1
465Alliance Wealth Advisors, LLC /UT$416K1
466INTEGRITY ALLIANCE, LLC.$415K1
467Axis Wealth Partners, LLC$413K1
468Csenge Advisory Group$412K1
469INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$412K1
470Gateway Wealth Partners, LLC$410K1
471Arax Advisory Partners$408K1
472FLAGSHIP HARBOR ADVISORS, LLC$407K1
473Beverly Hills Private Wealth, LLC$404K1
474KEYBANK NATIONAL ASSOCIATION/OH$402K1
475PROFUND ADVISORS LLC$399K1
476ARMSTRONG ADVISORY GROUP, INC$398K1
477CFO CAPITAL MANAGEMENT LLC$396K1
478Ledgewood Wealth Advisors, LLC$389K1
479Wedmont Private Capital$389K1
480Sculati Wealth Management, LLC$388K1
481Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$386K1
482Armor Investment Advisors, LLC$385K1
483Perigon Wealth Management, LLC$383K1
484Meeder Advisory Services, Inc.$382K1
485Equitable Holdings, Inc.$381K1
486Signal Advisors Wealth, LLC$381K1
487Ausdal Financial Partners, Inc.$379K1
488Significant Wealth Partners LLC$377K1
489SAGESPRING WEALTH PARTNERS, LLC$376K1
490AIRE ADVISORS, LLC$372K1
491STEPHENS INC /AR/$372K1
492Dakota Wealth Management$370K1
493Three Magnolias Financial Advisors, LLC$368K1
494Teamwork Financial Advisors, LLC$366K1
495Composition Wealth, LLC$366K1
496Koshinski Asset Management, Inc.$366K1
497GATEWAY INVESTMENT ADVISERS LLC$363K1
498Monument Capital Management$363K1
499Prestige Wealth Management Group LLC$361K1
500PANAGORA ASSET MANAGEMENT INC$360K1
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)0 buy / 3 sell
Congress net ($ bound)−$80.0K to −$17.0K
Filers net (actions)not in build
Filers net ($ 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 IRM

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for IRM · financials and macro

Financials — as filed PLANNED

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