Public record / Tickers / J

J — JACOBS SOLUTIONS INC.

Both disclosure regimes on one name: who in Congress filed about J, 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
20
all PTR rows naming J
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
06-03
filed 2026-06-03
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

Tim Walberg · $15.0K–$50.0K

Purchase · traded 2025-02-07 → filed 2026-06-03. Ranked over every J row by the provable lower bound, never a point estimate.

No member disclosed J 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.

1 row 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 J · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning J
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-06-03Tim Walberg R–MI-5Purchase · JT (jointly owned)Traded 2025-02-07 LATE·481d$15K–$50K
2024-10-15Thomas H. Kean, Jr. R–NJ-7ExchangeTraded 09-30 +15d$1K–$15K
2024-10-15Thomas H. Kean, Jr. R–NJ-7ExchangeTraded 09-30 +15d$15K–$50K
2024-10-15Thomas H. Kean, Jr. R–NJ-7ExchangeTraded 09-30 +15d$15K–$50K
2024-10-15Thomas H. Kean, Jr. R–NJ-7ExchangeTraded 09-30 +15d$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 20 ↗

Members active in J

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

No member disclosed J in the trailing 12 months.

Congress ↔ notable managers · J

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 · JACOBS SOLUTIONS INC

Merged timeline of congressional filings and notable-manager moves on J
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+146,092 sh
2026-05-15Bridgewater Associates 13Fnew+98,091 sh
2026-05-15Ruane Cunniff & Goldfarb 13Ftrim−199 sh
2026-05-15Soros Fund Management 13Ftrim−10,505 sh

4 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of J for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.3B1
2VANGUARD CAPITAL MANAGEMENT LLC$972M1
3STATE STREET CORP$923M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$606M1
5PRIMECAP MANAGEMENT CO/CA/$575M1
6GEODE CAPITAL MANAGEMENT, LLC$413M1
7MORGAN STANLEY$399M1
8Invesco Ltd.$369M1
9Boston Partners$309M1
10MASSACHUSETTS FINANCIAL SERVICES CO /MA/$214M1
11Allspring Global Investments Holdings, LLC$212M1
12AMERIPRISE FINANCIAL INC$208M1
13BANK OF AMERICA CORP /DE/$198M1
14Focus Partners Wealth$175M1
15NORTHERN TRUST CORP$162M1
16LAZARD ASSET MANAGEMENT LLC$153M1
17AQR CAPITAL MANAGEMENT LLC$152M1
18DIMENSIONAL FUND ADVISORS LP$142M1
19UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$141M1
20MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$112M1
21BARCLAYS PLC$108M1
22Amundi$108M1
23FIRST TRUST ADVISORS LP$104M1
24TWO SIGMA INVESTMENTS, LP$104M1
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC$103M1
26ROYAL BANK OF CANADA$95.8M1
27CI INVESTMENTS INC.$95.1M1
28L1 Capital International Pty Ltd$90.9M1
29Legal & General Group Plc$86.8M1
30VANGUARD FIDUCIARY TRUST CO$84.2M1
31Bank of New York Mellon Corp$81.4M1
32CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$78.8M1
33DEUTSCHE BANK AG\$77.7M1
34Janus Henderson Group Ltd.$72.5M1
35UBS Group AG$71.3M1
36NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$65.0M1
37Robeco Institutional Asset Management B.V.$52.1M1
38Vontobel Holding Ltd.$49.7M1
39RENAISSANCE TECHNOLOGIES LLC$49.6M1
40Nuveen, LLC$48.1M1
41Swiss National Bank$44.1M1
42ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$41.7M1
43Sumitomo Mitsui Trust Group, Inc.$39.2M1
44TODD ASSET MANAGEMENT LLC$38.8M1
45Robeco Schweiz AG$38.6M1
46CITADEL ADVISORS LLC$38.1M1
47HSBC HOLDINGS PLC$36.9M1
48CIDEL ASSET MANAGEMENT INC$36.9M1
49WELLS FARGO & COMPANY/MN$35.7M1
50Gotham Asset Management, LLC$35.2M1
51Mitsubishi UFJ Asset Management Co., Ltd.$33.6M1
52ALLIANCEBERNSTEIN L.P.$33.4M1
53Vanguard Global Advisers, LLC$32.7M1
54RHUMBLINE ADVISERS$32.3M1
55ENVESTNET ASSET MANAGEMENT INC$31.9M1
56HENNESSY ADVISORS INC$31.9M1
57CAPSTONE INVESTMENT ADVISORS, LLC$31.8M1
58CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$30.5M1
59WATERS PARKERSON & CO., LLC$29.7M1
60ZWJ INVESTMENT COUNSEL INC$27.8M1
61RAYMOND JAMES FINANCIAL INC$26.1M1
62SEI INVESTMENTS CO$25.3M1
63Eurizon Capital SGR S.p.A.$24.3M1
64VANGUARD ASSET MANAGEMENT, Ltd$24.0M1
65Pictet Asset Management Holding SA$23.6M1
66Aberdeen Group plc$23.1M1
67CWM, LLC$22.2M1
68Mesirow Financial Investment Management, Inc.$21.8M1
69Zurich Insurance Group Ltd/FI$21.4M1
70LPL Financial LLC$20.6M1
71CITIGROUP INC$19.5M1
72EXCHANGE TRADED CONCEPTS, LLC$19.3M1
73EVERETT HARRIS & CO /CA/$19.1M1
74PRUDENTIAL FINANCIAL INC$18.0M1
75HUTCHINSON CAPITAL MANAGEMENT/CA$17.5M1
76PRINCIPAL FINANCIAL GROUP INC$16.7M1
77UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.6M1
78Compagnie Lombard Odier SCmA$16.5M1
79NATIXIS$16.5M1
80Korea Investment CORP$16.1M1
81EARNEST PARTNERS LLC$15.2M1
82AVIVA PLC$15.2M1
83FMR LLC$14.9M1
84Man Group plc$14.2M1
85WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$14.0M1
86STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$13.7M1
87Tredje AP-fonden$13.6M1
88Running Oak Capital LLC$13.5M1
89WELLINGTON MANAGEMENT GROUP LLP$13.5M1
90ADAGE CAPITAL PARTNERS GP, L.L.C.$13.3M1
91EVERGREEN CAPITAL MANAGEMENT LLC$13.2M1
92Federation des caisses Desjardins du Quebec$12.6M1
93STATE OF WISCONSIN INVESTMENT BOARD$12.6M1
94Bridgewater Associates, LP$12.5M1
95NEEDHAM INVESTMENT MANAGEMENT LLC$12.2M1
96Universal- Beteiligungs- und Servicegesellschaft mbH$12.1M1
97Cerity Partners LLC$11.9M1
98BANK OF MONTREAL /CAN/$11.8M1
99Energy Income Partners, LLC$11.4M1
100Mariner, LLC$11.0M1
101WEDGE CAPITAL MANAGEMENT L L P/NC$10.8M1
102NATIONAL BANK OF CANADA /FI/$10.7M1
103Quantinno Capital Management LP$10.4M1
104GREENWOOD GEARHART LLC$10.3M1
105TD ASSET MANAGEMENT INC$10.2M1
106F/m Investments LLC$9.9M1
107STIFEL FINANCIAL CORP$9.8M1
108Two Point Capital Management, Inc.$9.7M1
109NEW YORK STATE COMMON RETIREMENT FUND$9.4M1
110Zurcher Kantonalbank (Zurich Cantonalbank)$9.4M1
111Telos Capital Management, Inc.$9.2M1
112Osmosis Investment Management UK Ltd$9.1M1
113EVOKE WEALTH, LLC$9.0M1
114SFE Investment Counsel$8.6M1
115Advisors Asset Management, Inc.$8.6M1
116Varma Mutual Pension Insurance Co$8.5M1
117Bryn Mawr Trust Advisors, LLC$8.4M1
118McKinley Carter Wealth Services, Inc.$8.3M1
119TOTH FINANCIAL ADVISORY CORP$8.3M1
120Mitsubishi UFJ Trust & Banking Corp$8.2M1
121FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$8.1M1
122Walleye Capital LLC$8.0M1
123MANUFACTURERS LIFE INSURANCE COMPANY, THE$8.0M1
124Wharton Business Group, LLC$7.9M1
125Creative Planning$7.7M1
126ROYAL LONDON ASSET MANAGEMENT LTD$7.7M1
127FIRST NATIONAL BANK OF OMAHA$7.6M1
128FRANKLIN RESOURCES INC$7.5M1
129CITIZENS FINANCIAL GROUP INC/RI$7.5M1
130PDT Partners, LLC$7.5M1
131Chevy Chase Trust Holdings, LLC$7.4M1
132TORONTO DOMINION BANK$7.4M1
133Gibraltar Capital Management, Inc.$7.2M1
134Vanguard Investments Australia, Ltd.$7.0M1
135PUBLIC SECTOR PENSION INVESTMENT BOARD$7.0M1
136MARCO INVESTMENT MANAGEMENT LLC$7.0M1
137Grantham, Mayo, Van Otterloo & Co. LLC$6.9M1
138TRUIST FINANCIAL CORP$6.8M1
139QRG CAPITAL MANAGEMENT, INC.$6.8M1
140CLIFFORD SWAN INVESTMENT COUNSEL LLC$6.8M1
141Asset Management One Co., Ltd.$6.7M1
142OneDigital Investment Advisors LLC$6.5M1
143HighTower Advisors, LLC$6.5M1
144BLAIR WILLIAM & CO/IL$6.4M1
145INTECH INVESTMENT MANAGEMENT LLC$6.3M1
146STEPHENS INC /AR/$6.2M1
147Marks Group Wealth Management, Inc$6.1M1
148Pallas Capital Advisors LLC$5.9M1
149Qube Research & Technologies Ltd$5.8M1
150FIFTH THIRD BANCORP$5.8M1
151VICTORY CAPITAL MANAGEMENT INC$5.7M1
152NewEdge Advisors, LLC$5.6M1
153Calamos Advisors LLC$5.6M1
154BNP Paribas Asset Management Holding S.A.$5.6M1
155NOMURA ASSET MANAGEMENT CO LTD$5.4M1
156Daiwa Securities Group Inc.$5.4M1
157Avanza Fonder AB$5.4M1
158Andra AP-fonden$5.4M1
159GREENWOOD CAPITAL ASSOCIATES LLC$5.3M1
160PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$5.2M1
161State of New Jersey Common Pension Fund D$5.1M1
162FIL Ltd$5.1M1
163Lansforsakringar Fondforvaltning AB (publ)$5.0M1
164Paragon Capital Management LLC$5.0M1
165CIBC Bancorp USA Inc.$4.9M1
166De Lisle Partners LLP$4.9M1
167Modera Wealth Management, LLC$4.8M1
168OPPENHEIMER & CO INC$4.8M1
169RWA WEALTH PARTNERS, LLC$4.8M1
170COMMONWEALTH EQUITY SERVICES, LLC$4.7M1
171American Trust Investment Advisors, LLC$4.7M1
172Granite Investment Partners, LLC$4.6M1
173Elo Mutual Pension Insurance Co$4.5M1
174NISA INVESTMENT ADVISORS, LLC$4.5M1
175IFM Investors Pty Ltd$4.5M1
176Resona Asset Management Co.,Ltd.$4.5M1
177CIBC Asset Management Inc$4.5M1
178CREDIT AGRICOLE S A$4.5M1
179Trexquant Investment LP$4.4M1
180LOUISBOURG INVESTMENTS INC.$4.4M1
181BANK OF NOVA SCOTIA$4.3M1
182OPPENHEIMER ASSET MANAGEMENT INC.$4.2M1
183JB Capital LLC$4.2M1
184OLD NATIONAL BANCORP /IN/$4.2M1
185Occidental Asset Management, LLC$4.1M1
186Arizona State Retirement System$4.1M1
187Czech National Bank$4.1M1
188Stratos Wealth Advisors, LLC$4.0M1
189STATE OF MICHIGAN RETIREMENT SYSTEM$3.9M1
190Tidal Investments LLC$3.9M1
191LBP AM SA$3.9M1
192Y.D. More Investments Ltd$3.9M1
193Journey Advisory Group, LLC$3.8M1
194FEDERATED HERMES, INC.$3.8M1
195US BANCORP \DE\$3.8M1
196Compass Wealth Management LLC$3.7M1
197Y-Intercept (Hong Kong) Ltd$3.6M1
198Swiss Life Asset Management Ltd$3.6M1
199BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$3.6M1
200Hilton Capital Management, LLC$3.6M1
201Ensign Peak Advisors, Inc$3.5M1
202MetLife Investment Management, LLC$3.5M1
203COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.5M1
204MERCER GLOBAL ADVISORS INC /ADV$3.4M1
205Mirae Asset Global Investments Co., Ltd.$3.3M1
206XPONANCE LLC$3.2M1
207Retirement Systems of Alabama$3.2M1
208CANADA PENSION PLAN INVESTMENT BOARD$3.2M1
209Corient Private Wealth LLC$3.1M1
210VOYA INVESTMENT MANAGEMENT LLC$3.1M1
211NorthCrest Asset Manangement, LLC$3.1M1
212KIRTLAND HILLS CAPITAL MANAGEMENT, LLC$3.1M1
213Vest Financial, LLC$3.1M1
214Coastal Bridge Advisors, LLC$3.1M1
215Clayton Partners LLC$3.0M1
216HARVEY CAPITAL MANAGEMENT INC$3.0M1
217Crossmark Global Holdings, Inc.$2.9M1
218Woodline Partners LP$2.9M1
219Pine Valley Investments Ltd Liability Co$2.9M1
220Aristotle Capital Boston, LLC$2.7M1
221Verition Fund Management LLC$2.7M1
222Vanguard Personalized Indexing Management, LLC$2.7M1
223Cetera Investment Advisers$2.7M1
224TEACHER RETIREMENT SYSTEM OF TEXAS$2.6M1
225ALPINE WOODS CAPITAL INVESTORS, LLC$2.5M1
226United Asset Strategies, Inc.$2.5M1
227Meiji Yasuda Asset Management Co Ltd.$2.5M1
228Wilmington Savings Fund Society, FSB$2.5M1
229AIA Group Ltd$2.4M1
230AXQ CAPITAL, LP$2.4M1
231Utah Retirement Systems$2.4M1
232DAVENPORT & Co LLC$2.4M1
233NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.4M1
234FORA Capital, LLC$2.4M1
235ProShare Advisors LLC$2.3M1
236Keebeck Wealth Management$2.3M1
237OSAIC HOLDINGS, INC.$2.3M1
238MACQUARIE GROUP LTD$2.3M1
239Palouse Capital Management, Inc.$2.3M1
240Summit Trail Advisors, LLC$2.2M1
241Strategic Advisors LLC$2.2M1
242NEOS Investment Management LLC$2.2M1
243Rakuten Investment Management, Inc.$2.2M1
244ARMSTRONG HENRY H ASSOCIATES INC$2.2M1
245Union Bancaire Privee, UBP SA$2.2M1
246Heritage Wealth Advisors$2.2M1
247Empowered Funds, LLC$2.1M1
248MML INVESTORS SERVICES, LLC$2.1M1
249Baird Financial Group, Inc.$2.1M1
250NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.1M1
251UniSuper Management Pty Ltd$2.1M1
252BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.1M1
253Empire Financial Management Company, LLC$2.0M1
254NISSAY ASSET MANAGEMENT CORP /JAPAN$2.0M1
255FIRST MANHATTAN CO. LLC.$1.9M1
256ING GROEP NV$1.9M1
257CIBC WORLD MARKET INC.$1.9M1
258Summit Financial, LLC$1.9M1
259CGN Advisors LLC$1.9M1
260BROWN ADVISORY INC$1.9M1
261National Pension Service$1.8M1
262Henshaw Capital LLC$1.8M1
263Atria Investments, Inc$1.8M1
264O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.8M1
265MACKENZIE FINANCIAL CORP$1.8M1
266Vinva Investment Management Ltd$1.8M1
267Sumitomo Mitsui DS Asset Management Company, Ltd$1.8M1
268Westover Capital Advisors, LLC$1.8M1
269Harfst & Associates, Inc.$1.8M1
270Badgley Phelps Wealth Managers, LLC$1.7M1
271Malaga Cove Capital, LLC$1.7M1
272CAHABA WEALTH MANAGEMENT, INC.$1.7M1
273OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.7M1
274YOUSIF CAPITAL MANAGEMENT, LLC$1.7M1
275Private Advisor Group, LLC$1.7M1
276Ethic Inc.$1.7M1
277Oak Thistle LLC$1.7M1
278SHUFRO ROSE & CO LLC$1.7M1
279JANE STREET GROUP, LLC$1.7M1
280Dynasty Wealth Management, LLC$1.6M1
281Pathstone Holdings, LLC$1.6M1
282Callan Family Office, LLC$1.6M1
283D. E. Shaw & Co., Inc.$1.6M1
284Sanctuary Advisors, LLC$1.6M1
285MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.6M1
286Town & Country Bank & Trust CO dba First Bankers Trust CO$1.6M1
287OP Asset Management Ltd$1.6M1
288SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.6M1
289Allworth Financial LP$1.5M1
290BDF-GESTION$1.5M1
291SFMG, LLC$1.4M1
292Prudent Man Advisors, LLC$1.4M1
293GREAT LAKES ADVISORS, LLC$1.4M1
294Intrinsic Value Partners, LLC$1.4M1
295Boston Common Asset Management, LLC$1.4M1
296Caldwell Investment Management Ltd.$1.4M1
297Stratos Wealth Partners, LTD.$1.4M1
298GLENMEDE TRUST CO NA$1.3M1
299Investment Management Corp of Ontario$1.3M1
300ALPS ADVISORS INC$1.3M1
301Lido Advisors, LLC$1.3M1
302Apollon Wealth Management, LLC$1.3M1
303Kestra Advisory Services, LLC$1.3M1
304Machina Capital S.A.S.$1.3M1
305Aberdeen Wealth Management LLC$1.2M1
306Atlantic Union Bankshares Corp$1.2M1
307United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$1.2M1
308Assenagon Asset Management S.A.$1.2M1
309Havemeyer Place LP$1.2M1
310CHESAPEAKE ASSET MANAGEMENT LLC$1.2M1
311West Tower Group, LLC$1.1M1
312DANSKE BANK A/S$1.1M1
313Metis Global Partners, LLC$1.1M1
314OSSIAM$1.1M1
315Evercore Wealth Management, LLC$1.1M1
316PFG Advisors$1.1M1
317Pettee Investors, Inc.$1.1M1
318Total Wealth Planning & Management, Inc.$1.1M1
319KCM INVESTMENT ADVISORS LLC$1.1M1
320PARADIGM ASSET MANAGEMENT CO LLC$1.1M1
321Hillsdale Investment Management Inc.$1.1M1
322Norinchukin Bank, The$1.1M1
323IEQ CAPITAL, LLC$1.1M1
324FRG Family Wealth Advisors LLC$1.1M1
325Legato Capital Management LLC$1.1M1
326Vident Advisory, LLC$1.1M1
327FULTON BANK, N.A.$1.1M1
328Coastline Trust Co$1.1M1
329Equitable Holdings, Inc.$1.1M1
330Savant Capital, LLC$1.0M1
331LEAVELL INVESTMENT MANAGEMENT, INC.$1.0M1
332JONES FINANCIAL COMPANIES LLLP$1.0M1
333Dorsey & Whitney Trust CO LLC$1.0M1
334WINTON GROUP Ltd$1.0M1
335Legacy Bridge, LLC$1.0M1
336&PARTNERS$1.0M1
337Merit Financial Group, LLC$1000K1
338COMMERCE BANK$976K1
339Rafferty Asset Management, LLC$974K1
340MILLENNIUM MANAGEMENT LLC$972K1
341M&T BANK CORP$962K1
342NORDEA INVESTMENT MANAGEMENT AB$952K1
343Jefferies Financial Group Inc.$951K1
344AE Wealth Management LLC$947K1
345DOVER ADVISORS, LLC$943K1
346Independent Advisor Alliance$906K1
347MIZUHO SECURITIES USA LLC$904K1
348Ballentine Partners, LLC$893K1
349Curi Capital, LLC$892K1
350Perigon Wealth Management, LLC$879K1
351ABN AMRO INVESTMENT SOLUTIONS$878K1
352TLWM$866K1
353OFI INVEST ASSET MANAGEMENT$857K1
354HARTFORD INVESTMENT MANAGEMENT CO$849K1
355Sequoia Financial Advisors, LLC$844K1
356Wealthfront Advisers LLC$827K1
357Meiji Yasuda Life Insurance Co$826K1
358Rockefeller Capital Management L.P.$823K1
359Destination Wealth Management$821K1
360Walleye Trading LLC$819K1
361Waycross Investment Management Co$801K1
362Ruane, Cunniff & Goldfarb L.P.$800K1
363CHICAGO TRUST Co NA$793K1
364Illinois Municipal Retirement Fund$789K1
365MONARCH CAPITAL MANAGEMENT INC$778K1
366Caldwell Trust Co$766K1
367Clearstead Advisors, LLC$762K1
368PRUDENTIAL PLC$761K1
369Johnson Financial Group, Inc.$759K1
370MCDONALD PARTNERS LLC$753K1
371Aspire Capital Advisors LLC$750K1
372OMERS ADMINISTRATION Corp$746K1
373BOK Financial Private Wealth, Inc.$746K1
374POWER WEALTH MANAGEMENT LLC$736K1
375TOKIO MARINE ASSET MANAGEMENT CO LTD$736K1
376Maryland State Retirement & Pension System$733K1
377Heritage Family Offices, LLP$732K1
378J.W. COLE ADVISORS, INC.$708K1
379HB Wealth Management, LLC$707K1
380Kingsview Wealth Management, LLC$700K1
381HMS Capital Management, LLC$687K1
382MOSELEY INVESTMENT MANAGEMENT INC$686K1
383Ameritas Advisory Services, LLC$685K1
384CENTRAL TRUST Co$673K1
385Hilltop Holdings Inc.$671K1
386Polymer Capital Management (US) LLC$665K1
387Waverly Advisors, LLC$661K1
388Northwest & Ethical Investments L.P.$657K1
389Brookstone Capital Management$657K1
390Lombard Odier Asset Management (Switzerland) SA$655K1
391UMB Bank, n.a.$653K1
392SCHRODER INVESTMENT MANAGEMENT GROUP$644K1
393BIP Wealth, LLC$635K1
394Pinnacle Financial Partners, Inc.$630K1
395EntryPoint Capital, LLC$617K1
396MUFG Securities EMEA plc$613K1
397E. Ohman J:or Asset Management AB$611K1
398BEACON INVESTMENT ADVISORY SERVICES, INC.$611K1
399Long Road Investment Counsel, LLC$608K1
400Sepio Capital, LP$605K1
401Zuckerman Investment Group, LLC$602K1
402Sterling Capital Management LLC$599K1
403XTX Topco Ltd$587K1
404State of Wyoming$584K1
405Engineers Gate Manager LP$583K1
406BRADLEY FOSTER & SARGENT INC/CT$579K1
407Concurrent Investment Advisors, LLC$579K1
408Soltis Investment Advisors LLC$573K1
409D.A. DAVIDSON & CO.$570K1
410Laird Norton Wetherby Trust Company, LLC$569K1
411Pasadena Private Wealth, LLC$566K1
412iSAM Funds (UK) Ltd$566K1
413Arax Advisory Partners$557K1
414Empirical Finance, LLC$555K1
415AMERICAN CENTURY COMPANIES INC$554K1
416KESTRA PRIVATE WEALTH SERVICES, LLC$551K1
417ELEVATION POINT WEALTH PARTNERS, LLC$535K1
418MAI Capital Management$532K1
419TWIN CAPITAL MANAGEMENT INC$530K1
420EASTERN BANK$530K1
421NewEdge Wealth, LLC$529K1
422NOMURA HOLDINGS INC$513K1
423KING LUTHER CAPITAL MANAGEMENT CORP$508K1
424Gratus Wealth Advisors, LLC$504K1
425TD Waterhouse Canada Inc.$499K1
426TEMA ETFS LLC$495K1
427Holocene Advisors, LP$492K1
428Banque Cantonale Vaudoise$489K1
429AMG National Trust Bank$484K1
430PERRYMAN FINANCIAL ADVISORY INC /AD$480K1
431NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$478K1
432Chesley Taft & Associates LLC$477K1
433BENJAMIN EDWARDS INC$472K1
434Vise Technologies, Inc.$460K1
435Legacy Wealth Partners, LLC$457K1
436Focus Partners Advisor Solutions, LLC$444K1
437North Dakota State Investment Board$443K1
438Cresset Asset Management, LLC$443K1
439Boltwood Capital Management$441K1
440RICE HALL JAMES & ASSOCIATES, LLC$438K1
441Krilogy Financial LLC$437K1
442First National Advisers, LLC$436K1
443WEALTH ALLIANCE, LLC$431K1
444NBT BANK, N.A.$430K1
445Steward Partners Investment Advisory, LLC$424K1
446LVW Advisors, LLC$418K1
447Klingman & Associates, LLC$417K1
448KEYBANK NATIONAL ASSOCIATION/OH$414K1
449MUFG SECURITIES AMERICAS INC.$414K1
450BROGAN FINANCIAL, INC.$402K1
451Ridge Creek Global, Inc$399K1
452Squarepoint Ops LLC$397K1
453SECURIAN ASSET MANAGEMENT, INC$397K1
454Mutual Advisors, LLC$394K1
455FLPUTNAM INVESTMENT MANAGEMENT CO$392K1
456Clarion Wealth Managment Partners, LLC$391K1
457DAYMARK WEALTH PARTNERS, LLC$390K1
458PALISADE CAPITAL MANAGEMENT, LP$386K1
459MIRABELLA FINANCIAL SERVICES LLP$385K1
460FIRST WILSHIRE SECURITIES MANAGEMENT INC$385K1
461M. Kulyk & Associates, LLC$384K1
462Hennion & Walsh Asset Management, Inc.$382K1
463WESTPORT ASSET MANAGEMENT INC$382K1
464Prossimo Advisors, LLC$382K1
465TWO SIGMA SECURITIES, LLC$380K1
466Mill Creek Capital Advisors, LLC$375K1
467SUMMIT WEALTH GROUP LLC / CO$374K1
468Vann Equity Management LLC$373K1
469Radnor Capital Management, LLC$371K1
470Bank OZK$366K1
471DAVIS R M INC$362K1
472FLAGSHIP HARBOR ADVISORS, LLC$361K1
473Altus Wealth Group LLC$356K1
474Allianz Asset Management GmbH$355K1
475PATRICK M SWEENEY & ASSOCIATES, INC$354K1
4761832 Asset Management L.P.$352K1
477Magnetar Financial LLC$350K1
478BOOTHBAY FUND MANAGEMENT, LLC$346K1
479Quadrature Capital Ltd$341K1
480Aprio Wealth Management, LLC$338K1
481SOMERVILLE KURT F$337K1
482NorthRock Partners, LLC$336K1
483GeoWealth Management, LLC$335K1
484Proficio Capital Partners LLC$333K1
4851ST SOURCE BANK$331K1
486B. Metzler seel. Sohn & Co. AG$331K1
487GRANDFIELD & DODD, LLC$327K1
488Optas, LLC$327K1
489Optimize Financial Inc$327K1
490MGO ONE SEVEN LLC$326K1
491SOROS FUND MANAGEMENT LLC$322K1
492Shoker Investment Counsel, Inc.$321K1
493QUADRANT CAPITAL GROUP LLC$318K1
494LOUNTZIS ASSET MANAGEMENT, LLC$312K1
495Procyon Advisors, LLC$309K1
496INVICTUS PRIVATE WEALTH, LLC$305K1
497COOKSON PEIRCE & CO INC$305K1
498Acropolis Investment Management, LLC$305K1
499Cove Private Wealth, LLC$304K1
500Composition Wealth, LLC$300K1
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 J

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for J · financials and macro

Financials — as filed PLANNED

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