Public record / Tickers / IT

IT — GARTNER INC

Both disclosure regimes on one name: who in Congress filed about IT, 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
38
all PTR rows naming IT
Members · 12m
2
2 buys · 3 sells · by trade date
Latest PTR
05-08
filed 2026-05-08
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

Van Taylor · $15.0K–$50.0K

Sale · traded 2019-03-25 → filed 2019-04-15. Ranked over every IT 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.

2 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

13 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. 13 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING IT · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning IT
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-05-08Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 04-14 +24d$1K–$15K
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 03-13 +25d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 10-30 +22d$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 38 ↗

Members active in IT

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing IT 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.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
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 · IT

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
1 Bridgewater Associates $0 held

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

Merged timeline of congressional filings and notable-manager moves on IT
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+156,220 sh
2026-05-15Bridgewater Associates 13Fexit−49,174 sh
2026-05-14Caxton Associates 13Fadd+3,099 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 IT for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.1B1
2BAMCO INC /NY/$937M1
3Independent Franchise Partners LLP$728M1
4VANGUARD CAPITAL MANAGEMENT LLC$707M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$585M1
6AQR CAPITAL MANAGEMENT LLC$565M1
7STATE STREET CORP$517M1
8HARRIS ASSOCIATES L P$497M1
9MORGAN STANLEY$376M1
10GEODE CAPITAL MANAGEMENT, LLC$349M1
11Capital International Investors$320M1
12Invesco Ltd.$320M1
13FEDERATED HERMES, INC.$268M1
14TWO SIGMA INVESTMENTS, LP$178M1
15DEUTSCHE BANK AG\$172M1
16UBS Group AG$162M1
17NORTHERN TRUST CORP$138M1
18BANK OF AMERICA CORP /DE/$123M1
19UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$122M1
20Black Creek Investment Management Inc.$101M1
21Madison Asset Management, LLC$97.1M1
22Legal & General Group Plc$93.5M1
23FMR LLC$79.1M1
24DIMENSIONAL FUND ADVISORS LP$76.8M1
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC$76.5M1
26Amundi$76.0M1
27Nuveen, LLC$68.4M1
28Bank of New York Mellon Corp$67.1M1
29VANGUARD FIDUCIARY TRUST CO$63.9M1
30HSBC HOLDINGS PLC$61.2M1
31HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$55.8M1
32CITIGROUP INC$53.0M1
33Gotham Asset Management, LLC$49.7M1
34MILLENNIUM MANAGEMENT LLC$49.3M1
35BARCLAYS PLC$48.5M1
36RENAISSANCE TECHNOLOGIES LLC$48.3M1
37ROYAL BANK OF CANADA$44.0M1
38D. E. Shaw & Co., Inc.$38.9M1
39WORLDQUANT MILLENNIUM ADVISORS LLC$36.9M1
40Clarkston Capital Partners, LLC$36.4M1
41MACKENZIE FINANCIAL CORP$36.3M1
42Swiss National Bank$33.5M1
43Artisan Partners Limited Partnership$30.4M1
44DIAMOND HILL CAPITAL MANAGEMENT INC$29.6M1
45ENVESTNET ASSET MANAGEMENT INC$28.9M1
46Sumitomo Mitsui Trust Group, Inc.$28.1M1
47Connor, Clark & Lunn Investment Management Ltd.$27.1M1
48Mitsubishi UFJ Asset Management Co., Ltd.$25.9M1
49IEQ CAPITAL, LLC$25.7M1
50Vanguard Global Advisers, LLC$24.4M1
51SHAPIRO CAPITAL MANAGEMENT LLC$22.9M1
52Quantinno Capital Management LP$22.1M1
53HighTower Advisors, LLC$21.8M1
54ALLIANCEBERNSTEIN L.P.$21.7M1
55WELLS FARGO & COMPANY/MN$20.5M1
56CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$19.4M1
57AMERIPRISE FINANCIAL INC$19.4M1
58VANGUARD ASSET MANAGEMENT, Ltd$18.9M1
59PRIMECAP MANAGEMENT CO/CA/$18.6M1
60VOLORIDGE INVESTMENT MANAGEMENT, LLC$17.0M1
61FRANKLIN RESOURCES INC$16.0M1
62Quantum Capital Management, LLC / NJ$15.6M1
63Mitsubishi UFJ Trust & Banking Corp$15.0M1
64Distillate Capital Partners LLC$15.0M1
65CWM, LLC$14.5M1
66Railway Pension Investments Ltd$14.5M1
67PRINCIPAL FINANCIAL GROUP INC$14.2M1
68Mariner, LLC$14.1M1
69Allianz Asset Management GmbH$12.2M1
70PFA Pension, Forsikringsaktieselskab$12.1M1
71CITADEL ADVISORS LLC$11.7M1
72Zurcher Kantonalbank (Zurich Cantonalbank)$11.6M1
73Foyston, Gordon & Payne Inc$11.2M1
74BANK OF NOVA SCOTIA$11.2M1
75ISTHMUS PARTNERS, LLC$11.1M1
76BANK OF MONTREAL /CAN/$11.0M1
77AustralianSuper Pty Ltd$11.0M1
78AVIVA PLC$10.4M1
79BNP Paribas Asset Management Holding S.A.$10.4M1
80STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$10.3M1
81Cerity Partners LLC$9.7M1
82APG Asset Management N.V.$9.7M1
83GOODNOW INVESTMENT GROUP, LLC$9.4M1
84SCHWERIN BOYLE CAPITAL MANAGEMENT INC$9.3M1
85Aberdeen Group plc$9.0M1
86Creative Planning$8.7M1
87DANSKE BANK A/S$8.6M1
88Lido Advisors, LLC$8.0M1
89MANUFACTURERS LIFE INSURANCE COMPANY, THE$7.8M1
90PUBLIC SECTOR PENSION INVESTMENT BOARD$7.8M1
91STATE OF WISCONSIN INVESTMENT BOARD$7.7M1
92OMERS ADMINISTRATION Corp$7.7M1
93Universal- Beteiligungs- und Servicegesellschaft mbH$7.7M1
94FORA Capital, LLC$7.6M1
95WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$7.4M1
96SEI INVESTMENTS CO$7.2M1
97PRUDENTIAL FINANCIAL INC$7.0M1
98FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$6.9M1
99Swedbank AB$6.8M1
100Calamos Advisors LLC$6.7M1
101Pictet Asset Management Holding SA$6.6M1
102ADAGE CAPITAL PARTNERS GP, L.L.C.$6.5M1
103NEW YORK STATE COMMON RETIREMENT FUND$6.5M1
104STIFEL FINANCIAL CORP$6.5M1
105RAYMOND JAMES FINANCIAL INC$6.4M1
106WEDGE CAPITAL MANAGEMENT L L P/NC$6.4M1
107Assenagon Asset Management S.A.$6.3M1
108Wealthfront Advisers LLC$6.3M1
109NATIONAL BANK OF CANADA /FI/$6.1M1
110Rockefeller Capital Management L.P.$6.0M1
111Holocene Advisors, LP$6.0M1
112AMERICAN CENTURY COMPANIES INC$5.7M1
113CIBC Bancorp USA Inc.$5.7M1
114Vanguard Investments Australia, Ltd.$5.7M1
115Chevy Chase Trust Holdings, LLC$5.5M1
116Laurus Global Equity Management Inc.$5.4M1
117ROYAL LONDON ASSET MANAGEMENT LTD$5.3M1
118NICHOLAS COMPANY, INC.$5.3M1
119Illinois Municipal Retirement Fund$5.2M1
120Tredje AP-fonden$5.2M1
121TD ASSET MANAGEMENT INC$5.2M1
122MERCER GLOBAL ADVISORS INC /ADV$5.0M1
123LPL Financial LLC$5.0M1
124XTX Topco Ltd$5.0M1
125Asset Management One Co., Ltd.$5.0M1
126FIFTH THIRD BANCORP$4.9M1
127KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$4.8M1
128NOMURA ASSET MANAGEMENT CO LTD$4.7M1
129Edgestream Partners, L.P.$4.6M1
130SEB Asset Management AB$4.5M1
131VICTORY CAPITAL MANAGEMENT INC$4.5M1
132Swiss Life Asset Management Ltd$4.4M1
133Cetera Investment Advisers$4.3M1
134KLP KAPITALFORVALTNING AS$4.2M1
135Ruffer LLP$4.2M1
136Resona Asset Management Co.,Ltd.$4.1M1
137State of New Jersey Common Pension Fund D$4.0M1
138M&T BANK CORP$3.9M1
139FIRST TRUST ADVISORS LP$3.9M1
140Lansforsakringar Fondforvaltning AB (publ)$3.8M1
141SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.7M1
142Triad Investment Management$3.7M1
143Man Group plc$3.7M1
144AGF MANAGEMENT LTD$3.7M1
145Crown Oak Advisors, LLC$3.7M1
146OPPENHEIMER ASSET MANAGEMENT INC.$3.6M1
147Sendero Wealth Management, LLC$3.5M1
148TORONTO DOMINION BANK$3.5M1
149MAI Capital Management$3.5M1
150Vinva Investment Management Ltd$3.4M1
151Strategic Global Advisors, LLC$3.3M1
152National Pension Service$3.3M1
153CastleKnight Management LP$3.3M1
154Tidal Investments LLC$3.2M1
155PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$3.2M1
156STATE OF MICHIGAN RETIREMENT SYSTEM$3.2M1
157Vanguard Personalized Indexing Management, LLC$3.2M1
158Corient Private Wealth LLC$3.2M1
159XPONANCE LLC$3.1M1
160MetLife Investment Management, LLC$3.1M1
161Arizona State Retirement System$3.1M1
162Focus Partners Wealth$3.1M1
163Czech National Bank$3.0M1
164GHP Investment Advisors, Inc.$3.0M1
165United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$3.0M1
166Daiwa Securities Group Inc.$2.9M1
167UniSuper Management Pty Ltd$2.9M1
168Pathstone Holdings, LLC$2.8M1
169Ashton Thomas Private Wealth, LLC$2.8M1
170AXQ CAPITAL, LP$2.7M1
171NISA INVESTMENT ADVISORS, LLC$2.7M1
172CIBC Asset Management Inc$2.7M1
173Rafferty Asset Management, LLC$2.6M1
174Mirae Asset Global Investments Co., Ltd.$2.6M1
175COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.6M1
176USS Investment Management Ltd$2.5M1
177CAXTON ASSOCIATES LLP$2.5M1
178Grantham, Mayo, Van Otterloo & Co. LLC$2.5M1
179Neo Ivy Capital Management$2.5M1
180VOYA INVESTMENT MANAGEMENT LLC$2.5M1
181IFM Investors Pty Ltd$2.4M1
182Retirement Systems of Alabama$2.4M1
183Empowered Funds, LLC$2.3M1
184BLAIR WILLIAM & CO/IL$2.3M1
185WESTFIELD CAPITAL MANAGEMENT CO LP$2.3M1
186Woodline Partners LP$2.2M1
187DnB Asset Management AS$2.1M1
188ProShare Advisors LLC$2.1M1
189Sivia Capital Partners, LLC$2.1M1
190L2 Asset Management, LLC$2.0M1
191Janus Henderson Group Ltd.$2.0M1
192Elo Mutual Pension Insurance Co$2.0M1
193OSAIC HOLDINGS, INC.$2.0M1
194Brevan Howard Capital Management LP$1.9M1
195Korea Investment CORP$1.9M1
196Financial Advisors Network, Inc.$1.9M1
197Ensign Peak Advisors, Inc$1.8M1
198MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.8M1
199Utah Retirement Systems$1.8M1
200UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.8M1
201Fisher Funds Management LTD$1.7M1
202Summit Trail Advisors, LLC$1.7M1
203BROWN ADVISORY INC$1.7M1
204Candriam S.C.A.$1.7M1
205&PARTNERS$1.7M1
206Rakuten Investment Management, Inc.$1.7M1
207NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.6M1
208Aware Super Pty Ltd as trustee of Aware Super$1.6M1
209Vident Advisory, LLC$1.6M1
210Sumitomo Mitsui DS Asset Management Company, Ltd$1.6M1
211BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.6M1
212Eurizon Capital SGR S.p.A.$1.6M1
213NEOS Investment Management LLC$1.6M1
214CREDIT AGRICOLE S A$1.5M1
215NISSAY ASSET MANAGEMENT CORP /JAPAN$1.5M1
216BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.5M1
217Plato Investment Management Ltd$1.4M1
218BALYASNY ASSET MANAGEMENT L.P.$1.4M1
219Ethic Inc.$1.4M1
220MATTERN CAPITAL MANAGEMENT, LLC$1.4M1
221Merit Financial Group, LLC$1.4M1
222Quantbot Technologies LP$1.4M1
223Focus Partners Advisor Solutions, LLC$1.4M1
224CANADA PENSION PLAN INVESTMENT BOARD$1.3M1
225LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.3M1
226Knollwood Investment Advisory, LLC$1.3M1
227SHELTON CAPITAL MANAGEMENT$1.3M1
228YOUSIF CAPITAL MANAGEMENT, LLC$1.3M1
229Federation des caisses Desjardins du Quebec$1.3M1
230OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.3M1
231OP Asset Management Ltd$1.2M1
232NORDEA INVESTMENT MANAGEMENT AB$1.2M1
233ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1.2M1
234Linden Thomas Advisory Services, LLC$1.2M1
235MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.2M1
236Robeco Institutional Asset Management B.V.$1.2M1
237Aristotle Capital Boston, LLC$1.1M1
238CSS LLC/IL$1.1M1
239Avanza Fonder AB$1.1M1
240PRINCIPAL SECURITIES, INC.$1.1M1
241HB Wealth Management, LLC$1.1M1
242STOREBRAND ASSET MANAGEMENT AS$1.0M1
243Banque Cantonale Vaudoise$1.0M1
244Fideuram Asset Management (Ireland) dac$996K1
245Chicago Partners Investment Group LLC$976K1
246EntryPoint Capital, LLC$967K1
247Krilogy Financial LLC$951K1
248Brooklyn Investment Group$925K1
249TRUIST FINANCIAL CORP$919K1
250MACQUARIE GROUP LTD$908K1
251COMMONWEALTH EQUITY SERVICES, LLC$903K1
252Monte Financial Group, LLC$873K1
253Crossmark Global Holdings, Inc.$829K1
254Investment Management Corp of Ontario$815K1
255US BANCORP \DE\$802K1
256Baird Financial Group, Inc.$802K1
257Numerai GP LLC$790K1
258Bull Harbor Capital LLC$789K1
259Perbak Capital Partners LLP$759K1
260Kendall Capital Management$758K1
261WELLINGTON MANAGEMENT GROUP LLP$757K1
262Sequoia Financial Advisors, LLC$751K1
263MCDONALD PARTNERS LLC$735K1
264Leonteq Securities AG$723K1
265Metis Global Partners, LLC$718K1
266Sanctuary Advisors, LLC$709K1
267Impact Partnership Wealth, LLC$704K1
268J. Safra Sarasin Holding AG$698K1
269Allspring Global Investments Holdings, LLC$694K1
270NOVEM GROUP$693K1
271180 WEALTH ADVISORS, LLC$686K1
272PANAGORA ASSET MANAGEMENT INC$685K1
273MIZUHO SECURITIES USA LLC$674K1
274Norinchukin Bank, The$668K1
275NewEdge Advisors, LLC$658K1
276WADDELL & ASSOCIATES, LLC$656K1
277COLDSTREAM CAPITAL MANAGEMENT INC$636K1
278O'SHAUGHNESSY ASSET MANAGEMENT, LLC$632K1
279Vontobel Holding Ltd.$632K1
280HARTFORD INVESTMENT MANAGEMENT CO$632K1
281Connecticut Wealth Management, LLC$629K1
282Perigon Wealth Management, LLC$615K1
283Frec Markets, Inc.$605K1
284Allworth Financial LP$599K1
285Shade Tree Advisors LLC$592K1
286Atom Investors LP$590K1
287Waverly Advisors, LLC$587K1
288Westerkirk Capital Inc.$584K1
289Counterpoint Mutual Funds LLC$583K1
290Generali Asset Management SPA SGR$579K1
291EVERGREEN CAPITAL MANAGEMENT LLC$570K1
292MML INVESTORS SERVICES, LLC$563K1
293FIDUCIARY TRUST CO$560K1
294DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$560K1
295Marshall Financial Group, LLC$559K1
296SCHRODER INVESTMENT MANAGEMENT GROUP$555K1
297EVOLVE PRIVATE WEALTH, LLC$541K1
298B. Metzler seel. Sohn & Co. AG$541K1
299Blackstone Inc.$539K1
300NorthCrest Asset Manangement, LLC$538K1
301Maryland State Retirement & Pension System$536K1
302GREENLEAF TRUST$525K1
303ASR Vermogensbeheer N.V.$510K1
304E. Ohman J:or Asset Management AB$502K1
305Orion Porfolio Solutions, LLC$501K1
306New Age Alpha Advisors, LLC$501K1
307EXENCIAL WEALTH ADVISORS, LLC$500K1
308NOMURA HOLDINGS INC$499K1
309CITIZENS FINANCIAL GROUP INC/RI$499K1
310Oak Thistle LLC$495K1
311Walleye Capital LLC$491K1
312Engineers Gate Manager LP$491K1
313Robertson Stephens Wealth Management, LLC$475K1
314Curi Capital, LLC$471K1
315Laird Norton Wetherby Trust Company, LLC$467K1
316Kestra Advisory Services, LLC$466K1
317MUFG Securities EMEA plc$457K1
318KESTRA PRIVATE WEALTH SERVICES, LLC$457K1
319Callan Family Office, LLC$457K1
320ARQ WEALTH ADVISORS, LLC$441K1
321Pure Financial Advisors, LLC$434K1
322TOKIO MARINE ASSET MANAGEMENT CO LTD$433K1
323DAYMARK WEALTH PARTNERS, LLC$430K1
324Vise Technologies, Inc.$430K1
325Empirical Finance, LLC$427K1
326BOOTHBAY FUND MANAGEMENT, LLC$425K1
327VestGen Advisors, LLC$423K1
328Saudi Central Bank$421K1
329Steward Partners Investment Advisory, LLC$421K1
330Global X Japan Co., Ltd.$420K1
331GLOBEFLEX CAPITAL L P$419K1
332SBI Okasan Asset Management Co.Ltd.$414K1
333WELCH & FORBES LLC$412K1
334Arax Advisory Partners$412K1
335AlphaCore Capital LLC$408K1
336OFI INVEST ASSET MANAGEMENT$404K1
337Baker Avenue Asset Management, LP$403K1
338JOHNSON INVESTMENT COUNSEL INC$400K1
339Harbor Advisors LLC$396K1
340Snowden Capital Advisors LLC$396K1
341BUCKHEAD CAPITAL MANAGEMENT LLC$392K1
342Atlantic Union Bankshares Corp$390K1
343SIGNATUREFD, LLC$385K1
344Pallas Capital Advisors LLC$383K1
345Dorsey & Whitney Trust CO LLC$374K1
346Aster Capital Management (DIFC) Ltd$369K1
347NATIXIS$366K1
348PRUDENTIAL PLC$363K1
349Clear Creek Financial Management, LLC$363K1
350MCF Advisors LLC$360K1
351Savvy Advisors, Inc.$358K1
352NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$357K1
353ABN AMRO INVESTMENT SOLUTIONS$356K1
354QUADRANT CAPITAL GROUP LLC$356K1
355Jefferies Financial Group Inc.$353K1
356EVOKE WEALTH, LLC$351K1
357Chicago Capital, LLC$348K1
358Institute for Wealth Management, LLC.$347K1
359Haven Private, LLC$345K1
360Atria Investments, Inc$345K1
361North Dakota State Investment Board$341K1
362HM PAYSON & CO$339K1
363INCEPTIONR LLC$336K1
364Pine Valley Investments Ltd Liability Co$336K1
365Main Street Research LLC$335K1
366CONNABLE OFFICE INC$333K1
367Quadrature Capital Ltd$320K1
368Capital Investment Counsel, Inc$317K1
369E Fund Management Co., Ltd.$316K1
370GUGGENHEIM CAPITAL LLC$314K1
371EARNED WEALTH ADVISORS, LLC$312K1
372MASSACHUSETTS FINANCIAL SERVICES CO /MA/$311K1
373MUFG SECURITIES AMERICAS INC.$309K1
374Bridgefront Capital, LLC$299K1
375Private Advisor Group, LLC$298K1
376Squarepoint Ops LLC$297K1
377Caerus Investment Advisors, LLC$296K1
378Qtron Investments LLC$296K1
379Financial Solutions Advisory Group, Inc.$295K1
380SECURIAN ASSET MANAGEMENT, INC$295K1
381IMC-Chicago, LLC$282K1
382Flagship Private Wealth, LLC$278K1
383Malaga Cove Capital, LLC$275K1
384Resonant Capital Advisors, LLC$271K1
385Rothschild Wealth LLC$271K1
386Syntegra Private Wealth Group, LLC$270K1
387Johnson Financial Group, LLC$270K1
388COMMERCE BANK$267K1
389MATHER GROUP, LLC.$260K1
390Apollon Wealth Management, LLC$260K1
391Clearstead Advisors, LLC$260K1
392JANE STREET GROUP, LLC$259K1
393Wick Capital Partners, LLC$259K1
394Ballentine Partners, LLC$256K1
395Lombard Odier Asset Management (USA) Corp$249K1
396Meeder Advisory Services, Inc.$249K1
397POLEN CAPITAL MANAGEMENT LLC$245K1
398Dynasty Wealth Management, LLC$243K1
399SYM FINANCIAL Corp$243K1
400PINNACLE ASSOCIATES LTD$242K1
401Pinnacle Wealth Management Advisory Group, LLC$242K1
402Arlington Partners LLC$239K1
403KEYBANK NATIONAL ASSOCIATION/OH$237K1
404GTS SECURITIES LLC$236K1
405WESTPAC BANKING CORP$234K1
406waypoint wealth counsel$233K1
407GenTrust, LLC$233K1
408Checchi Capital Advisers, LLC$229K1
409OSLO PENSJONSFORSIKRING AS$227K1
410HUB Investment Partners, LLC$223K1
411UMB Bank, n.a.$223K1
412CHOREO, LLC$221K1
413TEMA ETFS LLC$221K1
414Cynosure Group, LLC$217K1
415ANGELES WEALTH MANAGEMENT, LLC$217K1
416AE Wealth Management LLC$212K1
417STEPHENS INC /AR/$211K1
418JOURNEY STRATEGIC WEALTH LLC$211K1
419Applied Finance Capital Management, LLC$211K1
420Americana Partners, LLC$211K1
421Envestnet Portfolio Solutions, Inc.$210K1
422Family Office Research LLC$209K1
423Abundance Wealth Counselors$209K1
424Compound Planning, Inc.$207K1
425PCM Encore, LLC$207K1
426Bison Wealth, LLC$204K1
427EXCHANGE TRADED CONCEPTS, LLC$191K1
428Bayforest Capital Ltd$190K1
429Cardinal Capital Management$179K1
430Siemens Fonds Invest GmbH$172K1
431Tower Research Capital LLC (TRC)$154K1
432Board of the Pension Protection Fund$146K1
433NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$143K1
434Smartleaf Asset Management LLC$134K1
435DARA CAPITAL US, INC.$105K1
436MilWealth Group LLC$104K1
437Ameritas Investment Partners, Inc.$102K1
438FIL Ltd$86.5K1
439ASSETMARK, INC$80.1K1
440Sterling Capital Management LLC$79.6K1
441Livforsakringsbolaget Skandia, Omsesidigt$79.1K1
442Pinnacle Wealth Planning Services, Inc.$77.7K1
443Transamerica Financial Advisors, LLC$69.7K1
444True Wealth Design, LLC$69.4K1
445Grove Bank & Trust$61.9K1
446Destiny Wealth Partners, LLC$60.2K1
447Bollard Group LLC$57.7K1
448Owl Creek Wealth Partners LLC$54.6K1
449Aquatic Capital Management LLC$45.6K1
450NATIXIS ADVISORS, LLC$41.0K1
451Cassaday & Co Wealth Management LLC$34.4K1
452Caldwell Trust Co$31.7K1
453Parkside Financial Bank & Trust$30.9K1
454CYBER HORNET ETFs LLC$30.4K1
455Cromwell Holdings LLC$29.5K1
456TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$28.5K1
457Community Financial Services Group, LLC$28.2K1
458Bell Investment Advisors, Inc$27.2K1
459Vanguard National Trust Co$24.2K1
460CVA Family Office, LLC$24.1K1
461Larson Financial Group LLC$22.8K1
462Keating Financial Advisory Services, Inc.$22.3K1
463DekaBank Deutsche Girozentrale$21.6K1
464PRIVATE TRUST CO NA$21.5K1
465MV CAPITAL MANAGEMENT, INC.$21.1K1
466SJS Investment Consulting Inc.$21.1K1
467Blue Trust, Inc.$20.7K1
468Quarry LP$17.6K1
469Ritter Daniher Financial Advisory LLC / DE$17.4K1
470Rakuten Securities, Inc.$16.8K1
471ENTRUST FINANCIAL LLC$16.5K1
472INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$16.4K1
473STANCE CAPITAL LLC$15.8K1
474BARTLETT & CO. WEALTH MANAGEMENT LLC$14.9K1
475SBI Securities Co., Ltd.$13.0K1
476SFAM, LLC$11.9K1
477Addison Advisors LLC$11.6K1
478HRT FINANCIAL LP$11.2K1
479Manchester Capital Management LLC$10.1K1
480Wealth Enhancement Trust Services, Inc.$10.1K1
481CANADA LIFE ASSURANCE Co$10.1K1
482VEGA INVESTMENT SOLUTIONS$10.0K1
483Activest Wealth Management$9.7K1
484WealthCollab, LLC$9.5K1
485Frazier Financial Advisors, LLC$9.3K1
486NEW YORK STATE TEACHERS RETIREMENT SYSTEM$9.1K1
487Measured Wealth Private Client Group, LLC$8.9K1
488Physician Wealth Advisors, Inc.$8.6K1
489JPL Wealth Management, LLC$8.6K1
490FARMERS & MERCHANTS INVESTMENTS INC$8.6K1
491Asset Dedication, LLC$8.4K1
492Meramec Financial Planners, LLC$7.3K1
493CHILTON CAPITAL MANAGEMENT LLC$7.1K1
494Wilmington Savings Fund Society, FSB$7.1K1
495Investment Research & Advisory Group, Inc.$6.8K1
496WPG Advisers, LLC$6.8K1
497CENTRAL TRUST Co$6.7K1
498Salomon & Ludwin, LLC$6.6K1
499ACADIAN ASSET MANAGEMENT LLC$6.4K1
500Annis Gardner Whiting Capital Advisors, LLC$5.7K1
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 IT

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for IT · financials and macro

Financials — as filed PLANNED

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