Public record / Tickers / JAZZ

JAZZ — Jazz Pharmaceuticals plc

Both disclosure regimes on one name: who in Congress filed about JAZZ, 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
7
all PTR rows naming JAZZ
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-13
filed 2023-08-13
13F holders
493
top-493 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

Daniel S. Goldman · $15.0K–$50.0K

Sale · traded 2023-07-12 → filed 2023-08-13. Ranked over every JAZZ row by the provable lower bound, never a point estimate.

No member disclosed JAZZ 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.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated JAZZ rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING JAZZ · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning JAZZ
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-08-13Daniel S. Goldman D–NY-10SaleTraded 07-12 +32d$15K–$50K
2023-04-17Daniel S. Goldman D–NY-10PurchaseTraded 03-06 +42d$15K–$50K
2023-02-24Daniel S. Goldman D–NY-10SaleTraded 01-31 +24d$1K–$15K
2021-11-05Thomas R. Suozzi D–NY-3PurchaseTraded 10-19 +17d$1K–$15K
2019-08-12Bill Flores R–TX-17PurchaseTraded 07-15 +28d$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 7 ↗

Members active in JAZZ

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

No member disclosed JAZZ in the trailing 12 months.

Congress ↔ notable managers · JAZZ

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 $17.3M held
Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · JAZZ PHARMACEUTICALS PLC

Merged timeline of congressional filings and notable-manager moves on JAZZ
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+30,426 sh

1 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

Top institutional holders of JAZZ for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.1B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$564M1
3Capital World Investors$505M1
4VANGUARD CAPITAL MANAGEMENT LLC$501M1
5FMR LLC$430M1
6FRANKLIN RESOURCES INC$370M1
7DIMENSIONAL FUND ADVISORS LP$358M1
8STATE STREET CORP$358M1
9EcoR1 Capital, LLC$323M1
10FULLER & THALER ASSET MANAGEMENT, INC.$317M1
11AQR CAPITAL MANAGEMENT LLC$250M1
12MILLENNIUM MANAGEMENT LLC$239M1
13CITADEL ADVISORS LLC$238M1
14GEODE CAPITAL MANAGEMENT, LLC$234M1
15BANK OF AMERICA CORP /DE/$192M1
16Swedbank AB$188M1
17BNP Paribas Asset Management Holding S.A.$167M1
18RENAISSANCE TECHNOLOGIES LLC$155M1
19Holocene Advisors, LP$139M1
20MORGAN STANLEY$132M1
21Allianz Asset Management GmbH$115M1
22Sofinnova Investments, Inc.$113M1
23GMT CAPITAL CORP$110M1
24MANUFACTURERS LIFE INSURANCE COMPANY, THE$101M1
25FRONTIER CAPITAL MANAGEMENT CO LLC$97.8M1
26NORTHERN TRUST CORP$92.4M1
27GOLDENTREE ASSET MANAGEMENT LP$89.8M1
28WELLINGTON MANAGEMENT GROUP LLP$86.6M1
29CHARLES SCHWAB INVESTMENT MANAGEMENT INC$83.3M1
30Alyeska Investment Group, L.P.$77.7M1
31SYSTEMATIC FINANCIAL MANAGEMENT LP$77.0M1
32VANGUARD FIDUCIARY TRUST CO$70.8M1
33Zurcher Kantonalbank (Zurich Cantonalbank)$69.1M1
34Point72 Asset Management, L.P.$67.8M1
35UBS Group AG$67.5M1
36Nuveen, LLC$65.4M1
37AMERICAN CENTURY COMPANIES INC$62.1M1
38Assenagon Asset Management S.A.$60.5M1
39D. E. Shaw & Co., Inc.$56.4M1
40Qube Research & Technologies Ltd$49.6M1
41Rockefeller Capital Management L.P.$47.1M1
42Invesco Ltd.$46.3M1
43BANK OF MONTREAL /CAN/$45.2M1
44JANE STREET GROUP, LLC$42.3M1
45Quantinno Capital Management LP$36.2M1
46RAYMOND JAMES FINANCIAL INC$34.6M1
47ExodusPoint Capital Management, LP$33.8M1
48PFM Health Sciences, LP$33.7M1
49Jefferies Financial Group Inc.$33.2M1
50PERCEPTIVE ADVISORS LLC$32.1M1
51Retirement Systems of Alabama$32.0M1
52Pictet Asset Management Holding SA$31.8M1
53Saturn V Capital Management LP$30.8M1
54Tri Locum Partners LP$30.0M1
55UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$27.9M1
56SEI INVESTMENTS CO$27.8M1
57Legal & General Group Plc$27.5M1
58PANAGORA ASSET MANAGEMENT INC$27.1M1
59Perpetual Ltd$26.6M1
60STIFEL FINANCIAL CORP$26.4M1
61PRINCIPAL FINANCIAL GROUP INC$25.6M1
62Man Group plc$25.6M1
63Universal- Beteiligungs- und Servicegesellschaft mbH$25.5M1
64Aristotle Capital Management, LLC$24.7M1
65CITIGROUP INC$23.7M1
66CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$23.6M1
67Robeco Institutional Asset Management B.V.$23.3M1
68Aberdeen Group plc$21.6M1
69CANADA PENSION PLAN INVESTMENT BOARD$21.3M1
70ALLIANCEBERNSTEIN L.P.$21.0M1
71STOREBRAND ASSET MANAGEMENT AS$20.6M1
72Swiss National Bank$20.5M1
73Engineers Gate Manager LP$17.6M1
74Gotham Asset Management, LLC$17.3M1
75FIRST TRUST ADVISORS LP$17.3M1
76ENVESTNET ASSET MANAGEMENT INC$16.9M1
77Walleye Capital LLC$16.5M1
78Rhenman & Partners Asset Management AB$14.3M1
79SummitTX Capital, L.P.$13.8M1
80DeepCurrents Investment Group LLC$13.5M1
81WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$13.4M1
82WELLS FARGO & COMPANY/MN$12.9M1
83VOYA INVESTMENT MANAGEMENT LLC$12.1M1
84Schonfeld Strategic Advisors LLC$11.7M1
85Illinois Municipal Retirement Fund$11.7M1
86NOMURA HOLDINGS INC$11.4M1
87Amundi$10.5M1
88DIADEMA PARTNERS LP$10.4M1
89Rokos Capital Management LLP$9.8M1
90Simplify Asset Management Inc.$9.8M1
91RENAISSANCE GROUP LLC$9.7M1
92Hennion & Walsh Asset Management, Inc.$9.3M1
93VANGUARD ASSET MANAGEMENT, Ltd$9.3M1
94CASTLEARK MANAGEMENT LLC$9.2M1
95SEB Asset Management AB$8.8M1
96Cerity Partners LLC$8.6M1
97ROYAL BANK OF CANADA$8.6M1
98BTC Capital Management, Inc.$8.3M1
99HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$8.2M1
100Susquehanna Portfolio Strategies, LLC$8.2M1
101LAZARD ASSET MANAGEMENT LLC$8.1M1
102Vanguard Global Advisers, LLC$7.7M1
103Faithward Advisors, LLC$7.7M1
104Mariner, LLC$7.6M1
105STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$7.3M1
106LPL Financial LLC$6.8M1
107Cinctive Capital Management LP$6.6M1
108O'SHAUGHNESSY ASSET MANAGEMENT, LLC$6.5M1
109INTECH INVESTMENT MANAGEMENT LLC$6.5M1
110STATE OF WISCONSIN INVESTMENT BOARD$6.4M1
111Lighthouse Investment Partners, LLC$6.4M1
112NEW YORK STATE COMMON RETIREMENT FUND$6.0M1
113NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$5.9M1
114MetLife Investment Management, LLC$5.6M1
115ING GROEP NV$5.3M1
116CAPITOLIS LIQUID GLOBAL MARKETS LLC$5.3M1
117HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$4.9M1
118DEUTSCHE BANK AG\$4.8M1
119SCHRODER INVESTMENT MANAGEMENT GROUP$4.7M1
120Summit Trail Advisors, LLC$4.7M1
121Janus Henderson Group Ltd.$4.5M1
122WORLDQUANT MILLENNIUM ADVISORS LLC$4.5M1
123MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.4M1
124Vident Advisory, LLC$4.4M1
125Fairbanks Capital Management, Inc.$4.3M1
126Orion Porfolio Solutions, LLC$4.3M1
127Mitsubishi UFJ Trust & Banking Corp$4.2M1
128KLP KAPITALFORVALTNING AS$4.0M1
129Trek Financial, LLC$4.0M1
130BURNEY CO/$3.9M1
131RITHOLTZ WEALTH MANAGEMENT$3.7M1
132FEDERATED HERMES, INC.$3.7M1
133TWO SIGMA INVESTMENTS, LP$3.7M1
134CWA Asset Management Group, LLC$3.7M1
135Tidal Investments LLC$3.6M1
136Oliver Luxxe Assets LLC$3.6M1
137State of New Jersey Common Pension Fund D$3.5M1
138NICOLET BANKSHARES INC$3.4M1
139JOHNSON INVESTMENT COUNSEL INC$3.3M1
140XTX Topco Ltd$3.3M1
141CREDIT AGRICOLE S A$3.2M1
142MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.2M1
143Atom Investors LP$3.1M1
144Persistent Asset Partners Ltd$3.0M1
145Vinva Investment Management Ltd$3.0M1
146Philip James Wealth Mangement, LLC$2.9M1
147Waterfront Wealth Inc.$2.9M1
148Convergence Investment Partners, LLC$2.9M1
149COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.9M1
150Arizona State Retirement System$2.8M1
151Focus Partners Wealth$2.8M1
152Daiwa Securities Group Inc.$2.8M1
153STATE OF MICHIGAN RETIREMENT SYSTEM$2.8M1
154Empowered Funds, LLC$2.7M1
155Ensign Peak Advisors, Inc$2.7M1
156Numerai GP LLC$2.6M1
157Pathstone Holdings, LLC$2.6M1
158Vanguard Investments Australia, Ltd.$2.6M1
159Cresset Asset Management, LLC$2.6M1
160OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.4M1
161Ikarian Capital, LLC$2.4M1
162COMMONWEALTH EQUITY SERVICES, LLC$2.3M1
163CastleKnight Management LP$2.2M1
164ASSETMARK, INC$2.1M1
165MERCER GLOBAL ADVISORS INC /ADV$2.1M1
166HighVista Strategies LLC$2.0M1
167PINNACLE ASSOCIATES LTD$2.0M1
168WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.0M1
169Envestnet Portfolio Solutions, Inc.$1.9M1
170TRUIST FINANCIAL CORP$1.9M1
171CWM, LLC$1.9M1
172Corient Private Wealth LLC$1.9M1
173KEYBANK NATIONAL ASSOCIATION/OH$1.9M1
174NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.9M1
175FIRST CITIZENS BANK & TRUST CO$1.8M1
176GUGGENHEIM CAPITAL LLC$1.7M1
177Creative Planning$1.7M1
178Radnor Capital Management, LLC$1.7M1
179Sound View Wealth Advisors Group, LLC$1.7M1
180Banco Santander, S.A.$1.7M1
181FIDUCIARY TRUST CO$1.6M1
182OPPENHEIMER ASSET MANAGEMENT INC.$1.6M1
183Buck Wealth Strategies, LLC$1.5M1
184OMERS ADMINISTRATION Corp$1.5M1
185HighTower Advisors, LLC$1.5M1
186Range Financial Group LLC$1.5M1
187Caprock Group, LLC$1.5M1
188GLENMEDE TRUST CO NA$1.5M1
189Quadrature Capital Ltd$1.5M1
190XPONANCE LLC$1.4M1
191Callan Family Office, LLC$1.4M1
192TEACHER RETIREMENT SYSTEM OF TEXAS$1.3M1
193American Assets Investment Management, LLC$1.3M1
194Ellis Investment Partners, LLC$1.3M1
195Aviance Capital Partners, LLC$1.3M1
196TOTH FINANCIAL ADVISORY CORP$1.2M1
197Crossmark Global Holdings, Inc.$1.2M1
198XML Financial, LLC$1.2M1
199MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.2M1
200Cetera Investment Advisers$1.1M1
201TECTONIC ADVISORS LLC$1.1M1
202BFSG, LLC$1.1M1
203SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.1M1
204Rock Springs Capital Management LP$1.1M1
205OSAIC HOLDINGS, INC.$1.1M1
206Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$1.1M1
207EP Wealth Advisors, LLC$1.0M1
208Linden Thomas Advisory Services, LLC$1.0M1
209Inspire Investing, LLC$1.0M1
210Vanguard Personalized Indexing Management, LLC$1.0M1
211ProShare Advisors LLC$981K1
212Cambria Investment Management, L.P.$932K1
213WESTBOURNE INVESTMENTS, INC.$917K1
214HANCOCK WHITNEY CORP$898K1
215Graham Capital Management, L.P.$871K1
216Savant Capital, LLC$851K1
217SECURIAN ASSET MANAGEMENT, INC$840K1
218Sivia Capital Partners, LLC$839K1
219Glenview Trust Co$834K1
220Brooklyn Investment Group$816K1
221BIP Wealth, LLC$810K1
222HUSSMAN STRATEGIC ADVISORS, INC.$794K1
223Sava Infond d.o.o.$794K1
224Sequoia Financial Advisors, LLC$782K1
225Merit Financial Group, LLC$771K1
226Federation des caisses Desjardins du Quebec$767K1
227Hudson Portfolio Management LLC$728K1
228IEQ CAPITAL, LLC$716K1
229BOOTHBAY FUND MANAGEMENT, LLC$704K1
230Measured Wealth Private Client Group, LLC$700K1
231SANDERS MORRIS HARRIS LLC$681K1
232AlphaCentric Advisors LLC$673K1
233LEVEL FOUR ADVISORY SERVICES, LLC$656K1
234JMAC ENTERPRISES LLC$652K1
235Parrish Capital LLC$652K1
236COLDSTREAM CAPITAL MANAGEMENT INC$644K1
237Fieldview Capital Management, LLC$643K1
238HSBC HOLDINGS PLC$621K1
239Mirae Asset Global Investments Co., Ltd.$607K1
240Atria Investments, Inc$598K1
241Utah Retirement Systems$586K1
242AE Wealth Management LLC$586K1
243Chicago Partners Investment Group LLC$579K1
244OneDigital Investment Advisors LLC$571K1
245Allspring Global Investments Holdings, LLC$571K1
246Counterpoint Mutual Funds LLC$568K1
247Blue Trust, Inc.$568K1
248ADAR1 Capital Management, LLC$567K1
249CHOREO, LLC$561K1
250TODD ASSET MANAGEMENT LLC$561K1
251DnB Asset Management AS$553K1
252HB Wealth Management, LLC$550K1
253Maryland State Retirement & Pension System$533K1
254PROFUND ADVISORS LLC$523K1
255&PARTNERS$522K1
256Csenge Advisory Group$507K1
257AFFINITY WEALTH MANAGEMENT LLC$497K1
258CIBC WORLD MARKET INC.$491K1
259EVERGREEN CAPITAL MANAGEMENT LLC$490K1
260GROUPAMA ASSET MANAGMENT$487K1
261Private Advisor Group, LLC$486K1
262Triumph Capital Management$481K1
263Aaron Wealth Advisors LLC$477K1
264Guinness Asset Management LTD$469K1
265MML INVESTORS SERVICES, LLC$469K1
266Wedmont Private Capital$451K1
267REGIONS FINANCIAL CORP$446K1
268QRG CAPITAL MANAGEMENT, INC.$444K1
269FIFTH THIRD BANCORP$444K1
270Tower Research Capital LLC (TRC)$438K1
271Focus Partners Advisor Solutions, LLC$421K1
272State of Wyoming$417K1
273Kera Capital Partners, Inc.$409K1
274Compound Planning, Inc.$399K1
275Arax Advisory Partners$397K1
276SHELTON CAPITAL MANAGEMENT$382K1
277Sanctuary Advisors, LLC$382K1
278BANQUE PICTET & CIE SA$378K1
279CIBC Asset Management Inc$378K1
280NewEdge Advisors, LLC$373K1
281US BANCORP \DE\$373K1
282Baker Avenue Asset Management, LP$340K1
283M&T BANK CORP$339K1
284BLAIR WILLIAM & CO/IL$339K1
285Vontobel Holding Ltd.$336K1
286Diversified Trust Co$335K1
287Granite Investment Partners, LLC$332K1
288North Dakota State Investment Board$322K1
289Rafferty Asset Management, LLC$312K1
290Calamos Advisors LLC$309K1
291Pinnacle Wealth Planning Services, Inc.$306K1
292Michels Family Financial, LLC$299K1
293One Wealth Advisors, LLC$298K1
294Fielder Capital Group LLC$297K1
295MIRABELLA FINANCIAL SERVICES LLP$294K1
296Twin Lakes Capital Management, LLC$294K1
297FOX RUN MANAGEMENT, L.L.C.$287K1
298MAI Capital Management$285K1
299GATEWAY INVESTMENT ADVISERS LLC$279K1
300Meiji Yasuda Asset Management Co Ltd.$265K1
301Optas, LLC$264K1
302Keudell/Morrison Wealth Management$257K1
303Arcus Capital Partners, LLC$257K1
304WOLVERINE ASSET MANAGEMENT LLC$250K1
305Pallas Capital Advisors LLC$250K1
306JOURNEY STRATEGIC WEALTH LLC$247K1
307OpenArc Corporate Advisory, LLC$245K1
308COMMERCE BANK$244K1
309NATIONAL BANK OF CANADA /FI/$243K1
310CALIBER WEALTH MANAGEMENT, LLC / KS$239K1
311Lido Advisors, LLC$237K1
312Inscription Capital, LLC$237K1
313Qsemble Capital Management, LP$230K1
314MONECO ADVISORS, LLC$229K1
315SAGESPRING WEALTH PARTNERS, LLC$216K1
316Kovack Advisors, Inc.$208K1
317Farringdon Capital, Ltd.$206K1
318RHS Financial, LLC$203K1
319Alan B Lancz & Associates, Inc.$203K1
320GREAT VALLEY ADVISOR GROUP, INC.$202K1
321TWO SIGMA SECURITIES, LLC$201K1
322Aquatic Capital Management LLC$199K1
323Generali Investments Towarzystwo Funduszy Inwestycyjnych$199K1
324Eurizon Capital SGR S.p.A.$189K1
325ABS Direct Equity Fund LLC$187K1
326EXCHANGE TRADED CONCEPTS, LLC$152K1
327SJS Investment Consulting Inc.$150K1
328UMB Bank, n.a.$143K1
329Signature Equity Partners, LLC$142K1
330CENTRAL TRUST Co$140K1
331Advisors Asset Management, Inc.$120K1
332Tredje AP-fonden$118K1
333AMERIFLEX GROUP, INC.$104K1
334NOMURA ASSET MANAGEMENT CO LTD$98.3K1
335Allworth Financial LP$84.7K1
336Larson Financial Group LLC$80.9K1
337Steward Partners Investment Advisory, LLC$69.0K1
338WPG Advisers, LLC$64.3K1
339Bayforest Capital Ltd$55.0K1
340WESTPAC BANKING CORP$50.9K1
341Hilltop National Bank$50.9K1
342Parkside Financial Bank & Trust$44.8K1
343Smartleaf Asset Management LLC$40.1K1
344Spire Wealth Management$38.0K1
345True Wealth Design, LLC$37.8K1
346USA FINANCIAL FORMULAS$25.0K1
347Elequin Capital, LP$24.0K1
348SMA Capital LLC$22.1K1
349DekaBank Deutsche Girozentrale$21.4K1
350KBC Group NV$19.3K1
351Aster Capital Management (DIFC) Ltd$17.4K1
352QUADRANT CAPITAL GROUP LLC$16.1K1
353CVA Family Office, LLC$15.9K1
354MONTAG A & ASSOCIATES INC$15.1K1
355E Fund Management (Hong Kong) Co., Ltd.$14.9K1
356SIGNATUREFD, LLC$13.4K1
357WealthCollab, LLC$13.0K1
358NFSG Corp$12.1K1
359Clearstead Trust, LLC$11.9K1
360Mitsubishi UFJ Asset Management Co., Ltd.$11.3K1
361Wilmington Savings Fund Society, FSB$10.4K1
362JFS WEALTH ADVISORS, LLC$10.4K1
363ACADIAN ASSET MANAGEMENT LLC$10.4K1
364FARMERS & MERCHANTS INVESTMENTS INC$10.2K1
365VAN ECK ASSOCIATES CORP$10.2K1
366ALGERT GLOBAL LLC$9.9K1
367Intentional Wealth Strategies, LLC$9.1K1
368State of Alaska, Department of Revenue$7.9K1
369MEEDER ASSET MANAGEMENT INC$7.9K1
370Activest Wealth Management$6.6K1
371Geneos Wealth Management Inc.$6.2K1
372Manchester Capital Management LLC$6.1K1
373NEW YORK STATE TEACHERS RETIREMENT SYSTEM$5.7K1
374POM Investment Strategies, LLC$5.5K1
375Costello Asset Management, INC$4.9K1
376TOMPKINS FINANCIAL CORP$4.7K1
377EFG International AG$4.7K1
378Treasurer of the State of North Carolina$4.7K1
379Private Wealth Management Group, LLC$4.5K1
380MATHER GROUP, LLC.$4.2K1
381GABLES CAPITAL MANAGEMENT INC.$4.0K1
382THRIVENT FINANCIAL FOR LUTHERANS$3.9K1
383Pinnacle Bancorp, Inc.$3.6K1
384Bell Investment Advisors, Inc$3.6K1
385Valued Wealth Advisors LLC$3.4K1
386Rialto Wealth Management, LLC$3.4K1
387IFM Investors Pty Ltd$3.0K1
388DiNuzzo Private Wealth, Inc.$2.5K1
389BARRETT & COMPANY, INC.$2.3K1
390HOEY INVESTMENTS, INC$2.3K1
391HRT FINANCIAL LP$2.1K1
392PICTON MAHONEY ASSET MANAGEMENT$2.1K1
393Sachetta, LLC$2.1K1
394Fairman Group, LLC$2.1K1
395BROWN, LISLE/CUMMINGS, INC.$1.9K1
396SouthState Bank Corp$1.9K1
397JPL Wealth Management, LLC$1.9K1
398Transamerica Financial Advisors, LLC$1.9K1
399Cromwell Holdings LLC$1.7K1
400South Dakota Investment Council$1.6K1
401Vestcor Inc$1.5K1
402Prestige Wealth Management Group LLC$1.1K1
403INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.1K1
404Godfrey Financial Associates, Inc.$1.1K1
405Vermillion Wealth Management, Inc.$9451
406HFM Investment Advisors, LLC$9451
407Annis Gardner Whiting Capital Advisors, LLC$7571
408Founders Capital Management$7561
409SHP Wealth Management$7561
410Rakuten Securities, Inc.$7561
411Clearstead Advisors, LLC$5681
412Caitlin John, LLC$5671
413Claret Asset Management Corp$4051
414Frazier Financial Advisors, LLC$3791
415Atlantic Union Bankshares Corp$3781
416Cambridge Investment Research Advisors, Inc.$3701
417Quaker Wealth Management, LLC$1901
418Stone House Investment Management, LLC$1891
419Beaird Harris Wealth Management, LLC$971
420Capital Advisors, Ltd. LLC$01
421BANK OF NOVA SCOTIA$01
422VANGUARD GROUP INC$01
423DANSKE BANK A/S$01
424HARBOUR INVESTMENTS, INC.$01
425Brandywine Global Investment Management, LLC$01
426ARDSLEY ADVISORY PARTNERS LP$01
427MACKENZIE FINANCIAL CORP$01
428GROUP ONE TRADING LLC$01
429VIRGINIA RETIREMENT SYSTEMS ET Al$01
430CANADA LIFE ASSURANCE Co$01
431PARK AVENUE SECURITIES LLC$01
432SIG BROKERAGE, LP$01
433LOGAN CAPITAL MANAGEMENT INC$01
434Itau Unibanco Holding S.A.$01
435PRUDENTIAL FINANCIAL INC$01
436ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$01
437ADAGE CAPITAL PARTNERS GP, L.L.C.$01
438AQR Arbitrage LLC$01
439BALYASNY ASSET MANAGEMENT L.P.$01
440PLATINUM INVESTMENT MANAGEMENT LTD$01
441CLOUGH CAPITAL PARTNERS L P$01
442CIBC Private Wealth Group LLC$01
443GSA CAPITAL PARTNERS LLP$01
444PRELUDE CAPITAL MANAGEMENT, LLC$01
445Walleye Trading LLC$01
446Hudson Bay Capital Management LP$01
447MidWestOne Financial Group, Inc.$01
448Ruffer LLP$01
449Verition Fund Management LLC$01
450Edgestream Partners, L.P.$01
451Leonteq Securities AG$01
452Headlands Technologies LLC$01
453LMR Partners LLP$01
454ACUTA CAPITAL PARTNERS, LLC$01
455Connor, Clark & Lunn Investment Management Ltd.$01
456Trexquant Investment LP$01
457Swiss Life Asset Management Ltd$01
458Squarepoint Ops LLC$01
459DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$01
460Caption Management, LLC$01
461DV Trading LLC$01
462Distillate Capital Partners LLC$01
463Global Retirement Partners, LLC$01
464Y-Intercept (Hong Kong) Ltd$01
465Iron Triangle Partners LP$01
466Woodline Partners LP$01
467Logos Global Management LP$01
468BELLEVUE ASSET MANAGEMENT, LLC$01
469OCCUDO QUANTITATIVE STRATEGIES LP$01
470INCEPTIONR LLC$01
471Kestra Advisory Services, LLC$01
472KVP Capital Advisors, LP$01
473CenterBook Partners LP$01
474Capricorn Fund Managers Ltd$01
475Forum Financial Management, LP$01
476SageView Advisory Group, LLC$01
477Strengthening Families & Communities, LLC$01
478EHP Funds Inc.$01
479Cape Investment Advisory, Inc.$01
480Dunhill Financial, LLC$01
481Caitong International Asset Management Co., Ltd$01
482Estuary Capital Management LP$01
483Polymer Capital Management (US) LLC$01
484Vestal Point Capital, LP$01
485LECAP ASSET MANAGEMENT LTD$01
486Exome Asset Management LLC$01
487Jain Global LLC$01
488Safe Harbor Fiduciary, LLC$01
489OPTIMA CAPITAL LLC$01
490TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$01
491Odyssean, LLC$01
492Keating Financial Advisory Services, Inc.$01
493PSP Research LLC$01
Truncated by Public Filings. The published aggregate ranks the top 493 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 JAZZ

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for JAZZ · financials and macro

Financials — as filed PLANNED

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