Public record / Tickers / JBTM

JBTM — JBT MAREL Corp

Both disclosure regimes on one name: who in Congress filed about JBTM, 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
1
all PTR rows naming JBTM
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
05-14
filed 2025-05-14
13F holders
367
top-367 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

Julie Johnson · $1.0K–$15.0K

Sale · traded 2025-04-07 → filed 2025-05-14. Ranked over every JBTM row by the provable lower bound, never a point estimate.

No member disclosed JBTM 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

1 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. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING JBTM · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning JBTM
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-05-14Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 04-07 +37d$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 1 ↗

Members active in JBTM

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

No member disclosed JBTM in the trailing 12 months.

Congress ↔ notable managers · JBTM

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
0 $0 held
Trimming
1 Gotham Asset Management $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · JBT MAREL CORPORATION

Merged timeline of congressional filings and notable-manager moves on JBTM
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fexit−2,608 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 JBTM for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$981M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$360M1
3VANGUARD CAPITAL MANAGEMENT LLC$298M1
4STATE STREET CORP$255M1
5UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$214M1
6Lifeyrissjodur verzlunarmanna (Pension Fund of Commerce)$204M1
7GEODE CAPITAL MANAGEMENT, LLC$164M1
8ALLIANCEBERNSTEIN L.P.$137M1
9Gildi - lifeyrissjodur$133M1
10ROYCE & ASSOCIATES LP$101M1
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC$93.0M1
12AMERIPRISE FINANCIAL INC$87.8M1
13BAMCO INC /NY/$84.4M1
14CONGRESS ASSET MANAGEMENT CO$71.3M1
15ADAGE CAPITAL PARTNERS GP, L.L.C.$70.8M1
16FMR LLC$70.4M1
17NORTHERN TRUST CORP$70.1M1
18MORGAN STANLEY$60.0M1
19BANK OF AMERICA CORP /DE/$59.7M1
20MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$57.2M1
21VICTORY CAPITAL MANAGEMENT INC$55.6M1
22ROYAL BANK OF CANADA$53.1M1
23SAMLYN CAPITAL, LLC$45.0M1
24Nuveen, LLC$44.7M1
25VANGUARD FIDUCIARY TRUST CO$44.6M1
26FRANKLIN RESOURCES INC$44.2M1
27SILVERCREST ASSET MANAGEMENT GROUP LLC$43.9M1
28Bank of New York Mellon Corp$43.5M1
29FULLER & THALER ASSET MANAGEMENT, INC.$43.3M1
30140 Summer Partners LP$40.3M1
31UBS Group AG$39.0M1
32WELLINGTON MANAGEMENT GROUP LLP$38.9M1
33ArrowMark Colorado Holdings LLC$33.5M1
34PRINCIPAL FINANCIAL GROUP INC$32.5M1
35BNP Paribas Asset Management Holding S.A.$32.0M1
36ENVESTNET ASSET MANAGEMENT INC$30.5M1
37P2 Capital Partners, LLC$28.8M1
38Legal & General Group Plc$28.3M1
39Point72 Asset Management, L.P.$28.0M1
40CITADEL ADVISORS LLC$27.3M1
41Bragg Financial Advisors, Inc$27.3M1
42WELLS FARGO & COMPANY/MN$26.0M1
43DRIEHAUS CAPITAL MANAGEMENT LLC$25.0M1
44Conestoga Capital Advisors, LLC$24.9M1
45BANK OF MONTREAL /CAN/$23.9M1
46PUBLIC SECTOR PENSION INVESTMENT BOARD$23.8M1
47MetLife Investment Management, LLC$23.6M1
48Qube Research & Technologies Ltd$22.4M1
49WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$21.5M1
50VOYA INVESTMENT MANAGEMENT LLC$20.0M1
51Invesco Ltd.$19.5M1
52EXCHANGE TRADED CONCEPTS, LLC$19.4M1
53Champlain Investment Partners, LLC$19.4M1
54RHUMBLINE ADVISERS$18.4M1
55ADVISORY RESEARCH INC$18.0M1
56SEI INVESTMENTS CO$16.7M1
57Amundi$15.2M1
58Tripletail Wealth Management, LLC$14.3M1
59Swiss National Bank$13.1M1
60Schonfeld Strategic Advisors LLC$12.7M1
61FIRST TRUST ADVISORS LP$12.3M1
62JANE STREET GROUP, LLC$12.2M1
63PEREGRINE CAPITAL MANAGEMENT LLC$11.2M1
64NOMURA HOLDINGS INC$10.7M1
65NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$9.9M1
66CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$9.9M1
67DIMENSIONAL FUND ADVISORS LP$9.8M1
68AXIOM INVESTORS LLC /DE$9.8M1
69KORNITZER CAPITAL MANAGEMENT INC /KS$9.6M1
70NFJ INVESTMENT GROUP, LLC$8.9M1
71BARCLAYS PLC$8.9M1
72OSAIC HOLDINGS, INC.$8.7M1
73Bastion Asset Management Inc.$8.6M1
74RAYMOND JAMES FINANCIAL INC$8.2M1
75Granahan Investment Management, LLC$8.1M1
76First Eagle Investment Management, LLC$8.1M1
77FIFTH THIRD BANCORP$7.9M1
78MAIRS & POWER INC$7.6M1
79PRUDENTIAL FINANCIAL INC$7.3M1
80STIFEL FINANCIAL CORP$7.1M1
81CONFLUENCE INVESTMENT MANAGEMENT LLC$7.0M1
82INTECH INVESTMENT MANAGEMENT LLC$7.0M1
83HSBC HOLDINGS PLC$6.6M1
84MILLENNIUM MANAGEMENT LLC$6.5M1
85DEUTSCHE BANK AG\$6.3M1
86SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$6.0M1
87VANGUARD ASSET MANAGEMENT, Ltd$6.0M1
88SCOPUS ASSET MANAGEMENT, L.P.$5.9M1
89Channing Capital Management, LLC$5.9M1
90Squarepoint Ops LLC$5.8M1
91Hudson Bay Capital Management LP$5.8M1
92RENAISSANCE TECHNOLOGIES LLC$5.3M1
93SMA Capital LLC$4.7M1
94Ewing Morris & Co. Investment Partners Ltd.$4.7M1
95TD ASSET MANAGEMENT INC$4.5M1
96LPL Financial LLC$4.5M1
97Walleye Capital LLC$4.5M1
98Susquehanna Portfolio Strategies, LLC$4.4M1
99D. E. Shaw & Co., Inc.$4.2M1
100HOMESTEAD ADVISERS CORP$4.0M1
101Pathstone Holdings, LLC$3.9M1
102Trexquant Investment LP$3.7M1
103AQR CAPITAL MANAGEMENT LLC$3.7M1
104Illinois Municipal Retirement Fund$3.7M1
105XTX Topco Ltd$3.6M1
106MANUFACTURERS LIFE INSURANCE COMPANY, THE$3.2M1
107Nicholas Investment Partners, LP$3.0M1
108Creative Planning$3.0M1
109Janus Henderson Group Ltd.$3.0M1
110Granite Investment Partners, LLC$2.9M1
111Vanguard Global Advisers, LLC$2.7M1
112Corient Private Wealth LLC$2.7M1
113Zurcher Kantonalbank (Zurich Cantonalbank)$2.6M1
114NEW YORK STATE COMMON RETIREMENT FUND$2.5M1
115TRUIST FINANCIAL CORP$2.4M1
116SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.4M1
117State of New Jersey Common Pension Fund D$2.4M1
118Roubaix Capital, LLC$2.4M1
119MML INVESTORS SERVICES, LLC$2.3M1
120Lighthouse Investment Partners, LLC$2.3M1
121Aquatic Capital Management LLC$2.2M1
122IQ EQ FUND MANAGEMENT (IRELAND) Ltd$2.2M1
123Regents Gate Capital LLP$2.1M1
124Lisanti Capital Growth, LLC$2.1M1
125LEVEL FOUR ADVISORY SERVICES, LLC$1.8M1
126Arizona State Retirement System$1.8M1
127YOUSIF CAPITAL MANAGEMENT, LLC$1.8M1
128Federation des caisses Desjardins du Quebec$1.8M1
129DAVENPORT & Co LLC$1.7M1
130MONIMUS CAPITAL MANAGEMENT, LP$1.7M1
131Vanguard Investments Australia, Ltd.$1.7M1
132Connor, Clark & Lunn Investment Management Ltd.$1.7M1
133PineStone Asset Management Inc.$1.7M1
134COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.6M1
135NISA INVESTMENT ADVISORS, LLC$1.6M1
136OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.5M1
137Willis Investment Counsel$1.5M1
138KLP KAPITALFORVALTNING AS$1.5M1
139CITIGROUP INC$1.4M1
140AMERICAN CENTURY COMPANIES INC$1.4M1
141ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.3M1
142FOX RUN MANAGEMENT, L.L.C.$1.3M1
143Cetera Investment Advisers$1.2M1
144BROWN WEALTH MANAGEMENT, LLC$1.1M1
145Atria Investments, Inc$1.1M1
146STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.1M1
147BENJAMIN EDWARDS INC$1.1M1
148Pictet Asset Management Holding SA$1.1M1
149ProShare Advisors LLC$1.0M1
150Redmond Asset Management, LLC$1.0M1
151TWINBEECH CAPITAL LP$1.0M1
152BLAIR WILLIAM & CO/IL$986K1
153Advisors Asset Management, Inc.$981K1
154Maryland State Retirement & Pension System$969K1
155Callan Family Office, LLC$945K1
156GARDNER RUSSO & QUINN LLC$927K1
157Mitsubishi UFJ Asset Management Co., Ltd.$900K1
158Mirae Asset Global Investments Co., Ltd.$898K1
159Tidal Investments LLC$895K1
160Man Group plc$881K1
161Sterling Capital Management LLC$866K1
162Gibbs Wealth Management$859K1
163Avior Wealth Management, LLC$823K1
164Inspire Investing, LLC$814K1
165WCM INVESTMENT MANAGEMENT, LLC$797K1
166NEW YORK LIFE INVESTMENT MANAGEMENT LLC$774K1
167MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$761K1
168Dynamic Technology Lab Private Ltd$742K1
169DRW Securities, LLC$726K1
170Lido Advisors, LLC$711K1
171Jefferies Financial Group Inc.$686K1
172LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$661K1
173Quantinno Capital Management LP$656K1
174STATE OF WISCONSIN INVESTMENT BOARD$647K1
175Verition Fund Management LLC$632K1
176XPONANCE LLC$626K1
177&PARTNERS$620K1
178Beacon Pointe Advisors, LLC$614K1
179RW Investment Management LLC$604K1
180SMITH CHAS P & ASSOCIATES PA CPAS$602K1
181HighTower Advisors, LLC$582K1
182Bridgefront Capital, LLC$580K1
183TWO SIGMA INVESTMENTS, LP$570K1
184Tower Research Capital LLC (TRC)$560K1
185Cerity Partners LLC$560K1
186US BANCORP \DE\$552K1
187Ameritas Investment Partners, Inc.$552K1
188Diversified Trust Co$520K1
189Massar Capital Management, LP$508K1
190Knights of Columbus Asset Advisors LLC$486K1
191EQUITABLE TRUST CO$468K1
192Portside Wealth Group, LLC$467K1
193CHOREO, LLC$460K1
194CIBC WORLD MARKET INC.$439K1
195Allspring Global Investments Holdings, LLC$432K1
196Candriam S.C.A.$427K1
197Swiss Life Asset Management Ltd$425K1
198QRG CAPITAL MANAGEMENT, INC.$420K1
199Qsemble Capital Management, LP$410K1
200Ensign Peak Advisors, Inc$407K1
201Baker Ellis Asset Management LLC$395K1
202Concentric Capital Strategies, LP$387K1
203KEYBANK NATIONAL ASSOCIATION/OH$378K1
204NewEdge Advisors, LLC$375K1
205PRINCIPAL SECURITIES, INC.$367K1
206PERSONAL CFO SOLUTIONS, LLC$367K1
207Vanguard Personalized Indexing Management, LLC$365K1
208DnB Asset Management AS$354K1
209OCCUDO QUANTITATIVE STRATEGIES LP$348K1
210CIBC Bancorp USA Inc.$346K1
211CANADA PENSION PLAN INVESTMENT BOARD$345K1
212ELEVATION POINT WEALTH PARTNERS, LLC$332K1
213Jain Global LLC$332K1
214TWO SIGMA SECURITIES, LLC$321K1
215Phoenix Financial Ltd.$319K1
216Crossmark Global Holdings, Inc.$318K1
217Envestnet Portfolio Solutions, Inc.$313K1
218Vontobel Holding Ltd.$307K1
219SEB Asset Management AB$303K1
220WEALTH ALLIANCE, LLC$302K1
221Brevan Howard Capital Management LP$302K1
222EVERGREEN CAPITAL MANAGEMENT LLC$296K1
223Ethic Inc.$294K1
224Vident Advisory, LLC$291K1
225PROFUND ADVISORS LLC$283K1
226CIM INVESTMENT MANAGEMENT INC$275K1
227BOOTHBAY FUND MANAGEMENT, LLC$272K1
228WINTON GROUP Ltd$269K1
229CWM, LLC$266K1
230O'SHAUGHNESSY ASSET MANAGEMENT, LLC$264K1
231MERCER GLOBAL ADVISORS INC /ADV$258K1
232GLENMEDE TRUST CO NA$254K1
233Hillsdale Investment Management Inc.$249K1
234Edgestream Partners, L.P.$244K1
235Magnetar Financial LLC$238K1
236TEACHER RETIREMENT SYSTEM OF TEXAS$233K1
237GTS SECURITIES LLC$228K1
238HOHIMER WEALTH MANAGEMENT, LLC$220K1
239Sowell Financial Services LLC$217K1
240SHELTON CAPITAL MANAGEMENT$216K1
241WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$214K1
242NORDEN GROUP LLC$205K1
243CIBC Asset Management Inc$205K1
244Archer Investment Corp$153K1
245QUADRANT CAPITAL GROUP LLC$117K1
246Hilltop National Bank$117K1
247Pinnacle Wealth Planning Services, Inc.$117K1
248Kimelman & Baird, LLC$115K1
249Steward Partners Investment Advisory, LLC$59.2K1
250Aster Capital Management (DIFC) Ltd$57.7K1
251NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$55.6K1
252Caitong International Asset Management Co., Ltd$51.4K1
253Wilmington Savings Fund Society, FSB$51.1K1
254Rockefeller Capital Management L.P.$50.9K1
255DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC$49.2K1
256Owl Creek Wealth Partners LLC$45.1K1
257Salomon & Ludwin, LLC$45.1K1
258Smartleaf Asset Management LLC$44.0K1
259PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$41.2K1
260Kemnay Advisory Services Inc.$40.7K1
261VEGA INVESTMENT SOLUTIONS$40.3K1
262Eurizon Capital SGR S.p.A.$40.1K1
263UMB Bank, n.a.$33.6K1
264Transamerica Financial Advisors, LLC$33.4K1
265NATIXIS ADVISORS, LLC$31.6K1
266Costello Asset Management, INC$25.6K1
267NOMURA ASSET MANAGEMENT CO LTD$24.3K1
268Blue Trust, Inc.$23.8K1
269Physician Wealth Advisors, Inc.$19.4K1
270Crewe Advisors LLC$18.5K1
271Allworth Financial LP$17.5K1
272Larson Financial Group LLC$15.5K1
273ASSETMARK, INC$12.8K1
274Private Wealth Management Group, LLC$10.7K1
275MATHER GROUP, LLC.$10.6K1
276WPG Advisers, LLC$8.8K1
277JONES FINANCIAL COMPANIES LLLP$6.8K1
278ENTRUST FINANCIAL LLC$5.9K1
279COHEN & STEERS, INC.$5.8K1
280CANADA LIFE ASSURANCE Co$5.6K1
281NEW YORK STATE TEACHERS RETIREMENT SYSTEM$5.3K1
282Parkside Financial Bank & Trust$5.2K1
283Keating Financial Advisory Services, Inc.$5.2K1
284Leonteq Securities AG$5.1K1
285Quarry LP$5.0K1
286THRIVENT FINANCIAL FOR LUTHERANS$4.4K1
287Twin Tree Management, LP$4.3K1
288Basecamp Wealth Advisors LLC$4.2K1
289C M BIDWELL & ASSOCIATES LTD$4.1K1
290State of Alaska, Department of Revenue$3.3K1
291MAI Capital Management$3.2K1
292Sunrise Financial Services, LLC$3.2K1
293HRT FINANCIAL LP$3.1K1
294EASTERN BANK$2.8K1
295Vermillion Wealth Management, Inc.$2.6K1
296JFS WEALTH ADVISORS, LLC$2.3K1
297AMALGAMATED BANK$1.9K1
298Elequin Capital, LP$1.8K1
299HARBOR CAPITAL ADVISORS, INC.$1.7K1
300Raleigh Capital Management Inc.$1.7K1
301Main Management ETF Advisors, LLC$1.4K1
302Strengthening Families & Communities, LLC$1.4K1
303Retirement Wealth Solutions LLC$1.3K1
304PARK AVENUE SECURITIES LLC$9121
305True Wealth Design, LLC$8961
306Capital Investment Advisory Services, LLC$8951
307Ankerstar Wealth, LLC$8951
308GSA CAPITAL PARTNERS LLP$8631
309Sachetta, LLC$7681
310CENTRAL TRUST Co$6401
311Summit Global Investments$5171
312Pacific Center for Financial Services$5121
313GILPIN WEALTH MANAGEMENT, LLC$5121
314SIGNATUREFD, LLC$5111
315Prestige Wealth Management Group LLC$3841
316Bell Investment Advisors, Inc$3841
317DiNuzzo Private Wealth, Inc.$3841
318Cambridge Investment Research Advisors, Inc.$3491
319SJS Investment Consulting Inc.$2561
320Abound Wealth Management$2561
321KBC Group NV$2081
322TORONTO DOMINION BANK$1971
323JTC Employer Solutions Trustee Ltd$301
324CX Institutional$81
325Capital Advisors, Ltd. LLC$11
326VANGUARD GROUP INC$01
327DANSKE BANK A/S$01
328HARBOUR INVESTMENTS, INC.$01
329Clearstead Advisors, LLC$01
330COMERICA BANK$01
331MACKENZIE FINANCIAL CORP$01
332GROUP ONE TRADING LLC$01
333CIBC WORLD MARKETS CORP$01
334MOODY NATIONAL BANK TRUST DIVISION$01
335CASTLEARK MANAGEMENT LLC$01
336LAZARD ASSET MANAGEMENT LLC$01
337WEIK CAPITAL MANAGEMENT$01
338GUGGENHEIM CAPITAL LLC$01
339CIBC Private Wealth Group LLC$01
340TimesSquare Capital Management, LLC$01
341Mariner, LLC$01
342NORGES BANK$01
343PEAK6 LLC$01
344Laurion Capital Management LP$01
345Artisan Partners Limited Partnership$01
346Gotham Asset Management, LLC$01
347Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$01
348Quantbot Technologies LP$01
349Camelot Portfolios, LLC$01
350Arax Advisory Partners$01
351Sequoia Financial Advisors, LLC$01
352DV Trading LLC$01
353Kovack Advisors, Inc.$01
354Global Retirement Partners, LLC$01
355SAGE RHINO CAPITAL LLC$01
356Sanctuary Advisors, LLC$01
357IEQ CAPITAL, LLC$01
358Austin Private Wealth, LLC$01
359INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$01
360Kestra Advisory Services, LLC$01
361SkyView Investment Advisors, LLC$01
362NFSG Corp$01
363AlphaQuest LLC$01
364SageView Advisory Group, LLC$01
365Dunhill Financial, LLC$01
366Bayforest Capital Ltd$01
367Kilter Group LLC$01
Truncated by Public Filings. The published aggregate ranks the top 367 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 JBTM

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for JBTM · financials and macro

Financials — as filed PLANNED

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