Public record / Tickers / JLL

JLL — JONES LANG LASALLE INC

Both disclosure regimes on one name: who in Congress filed about JLL, 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
21
all PTR rows naming JLL
Members · 12m
1
1 buys · 7 sells · by trade date
Latest PTR
04-06
filed 2026-04-06
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

April McClain Delaney · $15.0K–$50.0K

Sale · traded 2026-02-11 → filed 2026-03-10. Ranked over every JLL row by the provable lower bound, never a point estimate.

1 member · 1 buys / 7 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 JLL · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning JLL
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-04-06April McClain Delaney D–MD-6Sale · DC (dependent-child-owned)Traded 03-13 +24d$1K–$15K
2026-04-06April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 03-03 +34d$1K–$15K
2026-03-10April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 02-27 +11d$1K–$15K
2026-03-10April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 02-24 +14d$1K–$15K
2026-03-10April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 02-23 +15d$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 21 ↗

Members active in JLL

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing JLL 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.
April McClain Delaney D–MD-68−$139K to −$6.0K2

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

Congress ↔ notable managers · JLL

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 $26.0M held
Trimming
1 Bridgewater Associates $2.8M held

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

Merged timeline of congressional filings and notable-manager moves on JLL
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+49,553 sh
2026-05-15Bridgewater Associates 13Ftrim−884 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 JLL for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.4B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$1.3B1
3FMR LLC$820M1
4VANGUARD CAPITAL MANAGEMENT LLC$641M1
5EdgePoint Investment Group Inc.$580M1
6MORGAN STANLEY$507M1
7STATE STREET CORP$443M1
8GEODE CAPITAL MANAGEMENT, LLC$312M1
9ARIEL INVESTMENTS, LLC$312M1
10DIMENSIONAL FUND ADVISORS LP$260M1
11AQR CAPITAL MANAGEMENT LLC$252M1
12MASSACHUSETTS FINANCIAL SERVICES CO /MA/$225M1
13ALLIANCEBERNSTEIN L.P.$190M1
14MILLENNIUM MANAGEMENT LLC$172M1
15Swedbank AB$168M1
16NORTHERN TRUST CORP$150M1
17PRINCIPAL FINANCIAL GROUP INC$131M1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$114M1
19WESTFIELD CAPITAL MANAGEMENT CO LP$106M1
20Artemis Investment Management LLP$103M1
21BLAIR WILLIAM & CO/IL$103M1
22Bank of New York Mellon Corp$93.0M1
23BANK OF AMERICA CORP /DE/$92.3M1
24VANGUARD FIDUCIARY TRUST CO$89.5M1
25ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$85.4M1
26Qube Research & Technologies Ltd$84.9M1
27RAYMOND JAMES FINANCIAL INC$82.7M1
28FRANKLIN RESOURCES INC$80.7M1
29EQUITY INVESTMENT CORP$78.5M1
30PRUDENTIAL FINANCIAL INC$78.3M1
31WELLINGTON MANAGEMENT GROUP LLP$76.8M1
32TRUIST FINANCIAL CORP$73.5M1
33BAMCO INC /NY/$73.4M1
34Invesco Ltd.$67.6M1
35Allianz Asset Management GmbH$61.8M1
36Eurizon Capital SGR S.p.A.$60.5M1
37JANE STREET GROUP, LLC$59.1M1
38CAUSEWAY CAPITAL MANAGEMENT LLC$56.7M1
39UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$56.1M1
40Nuveen, LLC$56.0M1
41UBS Group AG$54.2M1
42Life Cycle Investment Partners Ltd$52.0M1
43Ensign Peak Advisors, Inc$47.7M1
44Allspring Global Investments Holdings, LLC$44.6M1
45MILFORD FUNDS LTD$43.8M1
46ENVESTNET ASSET MANAGEMENT INC$43.2M1
47HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$39.1M1
48ROYAL LONDON ASSET MANAGEMENT LTD$38.5M1
49Trexquant Investment LP$37.8M1
50AMERIPRISE FINANCIAL INC$36.6M1
51HENNESSY ADVISORS INC$35.4M1
52Epoch Investment Partners, Inc.$35.4M1
53Legal & General Group Plc$35.0M1
54NORDEA INVESTMENT MANAGEMENT AB$34.5M1
55RENAISSANCE GROUP LLC$34.4M1
56CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$31.1M1
57Holocene Advisors, LP$30.8M1
58Assenagon Asset Management S.A.$30.3M1
59Clearbridge Investments, LLC$29.4M1
60AMERICAN CENTURY COMPANIES INC$28.6M1
61Swiss National Bank$28.4M1
62TRILLIUM ASSET MANAGEMENT, LLC$27.7M1
63PANAGORA ASSET MANAGEMENT INC$26.9M1
64D. E. Shaw & Co., Inc.$26.8M1
65Gotham Asset Management, LLC$26.0M1
66Janus Henderson Group Ltd.$25.7M1
67WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$25.4M1
68Amundi$24.9M1
69CITADEL ADVISORS LLC$24.9M1
70Corient Private Wealth LLC$22.8M1
71Boston Partners$22.5M1
72CANADA PENSION PLAN INVESTMENT BOARD$22.3M1
73HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$21.9M1
74Delta Global Management LP$21.9M1
75Retirement Systems of Alabama$21.1M1
76Mitsubishi UFJ Trust & Banking Corp$20.8M1
77SCHRODER INVESTMENT MANAGEMENT GROUP$20.2M1
78SEB Asset Management AB$19.8M1
79WELLS FARGO & COMPANY/MN$19.1M1
80DEUTSCHE BANK AG\$18.6M1
81INTECH INVESTMENT MANAGEMENT LLC$18.4M1
82RENAISSANCE TECHNOLOGIES LLC$18.2M1
83Cerity Partners LLC$17.8M1
84Rockefeller Capital Management L.P.$16.7M1
85Tidal Investments LLC$16.1M1
86TD ASSET MANAGEMENT INC$15.8M1
87NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$15.6M1
88SEI INVESTMENTS CO$15.3M1
89RBF Capital, LLC$15.2M1
90ROYAL BANK OF CANADA$14.6M1
91Man Group plc$14.3M1
92STATE OF WISCONSIN INVESTMENT BOARD$14.2M1
93Universal- Beteiligungs- und Servicegesellschaft mbH$14.2M1
94Engineers Gate Manager LP$13.5M1
95AustralianSuper Pty Ltd$13.1M1
96VANGUARD ASSET MANAGEMENT, Ltd$12.9M1
97Mariner, LLC$12.5M1
98PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$12.2M1
99FIRST TRUST ADVISORS LP$11.4M1
100NEW YORK STATE COMMON RETIREMENT FUND$11.3M1
101Cander Asset Management LP$11.1M1
102STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$11.0M1
103HIGHLAND CAPITAL MANAGEMENT, LLC$10.4M1
104Channing Capital Management, LLC$9.9M1
105THIRD AVENUE MANAGEMENT LLC$9.9M1
106VOYA INVESTMENT MANAGEMENT LLC$9.8M1
107MERCER GLOBAL ADVISORS INC /ADV$9.8M1
108FJ Capital Management LLC$9.7M1
109Crossmark Global Holdings, Inc.$9.7M1
110BARCLAYS PLC$9.7M1
111Quantinno Capital Management LP$9.4M1
112Concurrent Investment Advisors, LLC$9.1M1
113Advisors Capital Management, LLC$9.0M1
114Creative Planning$8.9M1
115VOLORIDGE INVESTMENT MANAGEMENT, LLC$8.9M1
116MANUFACTURERS LIFE INSURANCE COMPANY, THE$8.6M1
117Oliver Luxxe Assets LLC$8.4M1
118Schonfeld Strategic Advisors LLC$7.9M1
119KENNEDY CAPITAL MANAGEMENT LLC$7.8M1
120GLENMEDE TRUST CO NA$7.8M1
121Lighthouse Investment Partners, LLC$7.5M1
122Focus Partners Wealth$7.5M1
123SUSQUEHANNA INTERNATIONAL GROUP, LLP$7.3M1
124Pathstone Holdings, LLC$7.3M1
125MetLife Investment Management, LLC$7.2M1
126WINTON GROUP Ltd$7.2M1
127Zurcher Kantonalbank (Zurich Cantonalbank)$7.0M1
128O'SHAUGHNESSY ASSET MANAGEMENT, LLC$6.9M1
129Blackstone Inc.$6.8M1
130Aquatic Capital Management LLC$6.6M1
131Vanguard Global Advisers, LLC$6.5M1
132IEQ CAPITAL, LLC$6.5M1
133CITIGROUP INC$6.5M1
134APG Asset Management N.V.$6.2M1
135Union Bancaire Privee, UBP SA$6.2M1
136Prana Capital Management, LP$6.1M1
137Quadrature Capital Ltd$6.0M1
138New Age Alpha Advisors, LLC$5.9M1
139Klingman & Associates, LLC$5.8M1
140MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$5.5M1
141Walleye Trading LLC$5.4M1
142VICTORY CAPITAL MANAGEMENT INC$5.3M1
143FIFTH THIRD BANCORP$5.3M1
144BURNEY CO/$5.0M1
145Edgestream Partners, L.P.$4.8M1
146State of New Jersey Common Pension Fund D$4.8M1
147QRG CAPITAL MANAGEMENT, INC.$4.8M1
148PEAK6 LLC$4.6M1
149LPL Financial LLC$4.6M1
150NISA INVESTMENT ADVISORS, LLC$4.6M1
151Cinctive Capital Management LP$4.5M1
152Silvant Capital Management LLC$4.5M1
153TEACHER RETIREMENT SYSTEM OF TEXAS$4.5M1
154Squarepoint Ops LLC$4.4M1
155Moran Wealth Management, LLC$4.4M1
156JOHNSON INVESTMENT COUNSEL INC$4.3M1
157Vident Advisory, LLC$4.2M1
158Dana Investment Advisors, Inc.$4.2M1
159Y-Intercept (Hong Kong) Ltd$4.2M1
160Ameritas Investment Partners, Inc.$4.2M1
161CWA Asset Management Group, LLC$4.2M1
162WORLDQUANT MILLENNIUM ADVISORS LLC$4.1M1
163Arizona State Retirement System$3.9M1
164Vanguard Investments Australia, Ltd.$3.6M1
165COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.6M1
166Orion Porfolio Solutions, LLC$3.6M1
167CWM, LLC$3.6M1
168RITHOLTZ WEALTH MANAGEMENT$3.5M1
169Federation des caisses Desjardins du Quebec$3.5M1
170STATE OF MICHIGAN RETIREMENT SYSTEM$3.4M1
171Bank of New Hampshire$3.4M1
172CIBC Bancorp USA Inc.$3.4M1
173LAZARD ASSET MANAGEMENT LLC$3.4M1
174FIRST NATIONAL BANK OF OMAHA$3.3M1
175CASTLEARK MANAGEMENT LLC$3.3M1
176Henshaw Capital LLC$3.3M1
177NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$3.2M1
178KLP KAPITALFORVALTNING AS$3.2M1
179BASSWOOD CAPITAL MANAGEMENT, L.L.C.$3.2M1
180Robeco Institutional Asset Management B.V.$3.1M1
181OP Asset Management Ltd$3.1M1
182Riverwater Partners LLC$3.0M1
183EVOLVE PRIVATE WEALTH, LLC$3.0M1
184OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.9M1
185Perigon Wealth Management, LLC$2.9M1
186Vanguard Personalized Indexing Management, LLC$2.9M1
187DANSKE BANK A/S$2.9M1
188Empowered Funds, LLC$2.9M1
189Bridgewater Associates, LP$2.8M1
190WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.7M1
191TWO SIGMA INVESTMENTS, LP$2.6M1
192NFJ INVESTMENT GROUP, LLC$2.6M1
193NEOS Investment Management LLC$2.6M1
194XPONANCE LLC$2.6M1
195FEDERATED HERMES, INC.$2.6M1
196WCM INVESTMENT MANAGEMENT, LLC$2.6M1
197BDF-GESTION$2.5M1
198ABN AMRO INVESTMENT SOLUTIONS$2.4M1
199Vinva Investment Management Ltd$2.3M1
200Pictet Asset Management Holding SA$2.3M1
201Utah Retirement Systems$2.3M1
202Cascade Investment Advisors, Inc.$2.3M1
203Hedeker Wealth, LLC$2.3M1
204Linden Thomas Advisory Services, LLC$2.3M1
205Brevan Howard Capital Management LP$2.2M1
206XTX Topco Ltd$2.2M1
207BANK OF MONTREAL /CAN/$2.2M1
208D L CARLSON INVESTMENT GROUP INC$2.1M1
209KING LUTHER CAPITAL MANAGEMENT CORP$2.1M1
210PICTON MAHONEY ASSET MANAGEMENT$2.1M1
211EQUITABLE TRUST CO$2.0M1
212Ethic Inc.$2.0M1
213Sequoia Financial Advisors, LLC$1.8M1
214Cetera Investment Advisers$1.8M1
215NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.8M1
216CenterBook Partners LP$1.7M1
217MML INVESTORS SERVICES, LLC$1.6M1
218Advisors Asset Management, Inc.$1.6M1
219HighTower Advisors, LLC$1.5M1
220STIFEL FINANCIAL CORP$1.5M1
221ADAGE CAPITAL PARTNERS GP, L.L.C.$1.5M1
222INCEPTIONR LLC$1.5M1
223Havemeyer Place LP$1.5M1
224HANCOCK WHITNEY CORP$1.5M1
225Vestmark Advisory Solutions, Inc.$1.5M1
226denkapparat Operations GmbH$1.4M1
227PERRYMAN FINANCIAL ADVISORY INC /AD$1.4M1
228Callan Family Office, LLC$1.4M1
229Susquehanna Portfolio Strategies, LLC$1.4M1
230HSBC HOLDINGS PLC$1.4M1
231Envestnet Portfolio Solutions, Inc.$1.3M1
232QUADRANT CAPITAL GROUP LLC$1.3M1
233&PARTNERS$1.3M1
234GATEWAY INVESTMENT ADVISERS LLC$1.3M1
235Clark Capital Management Group, Inc.$1.2M1
236Swiss Life Asset Management Ltd$1.2M1
237DigitalBridge Group, Inc.$1.2M1
238NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.2M1
239OSAIC HOLDINGS, INC.$1.2M1
240Sivia Capital Partners, LLC$1.2M1
241Sanctuary Advisors, LLC$1.2M1
242SHELTON WEALTH MANAGEMENT, LLC$1.2M1
243Sepio Capital, LP$1.2M1
244Fragasso Financial Advisors Inc$1.1M1
245Leonteq Securities AG$1.1M1
246MEEDER ASSET MANAGEMENT INC$1.1M1
247VISTA INVESTMENT MANAGEMENT$1.1M1
248FIRST CITIZENS BANK & TRUST CO$1.1M1
249Convergence Investment Partners, LLC$1.1M1
250Prospera Financial Services Inc$1.1M1
251SECURIAN ASSET MANAGEMENT, INC$1.1M1
252Integrated Quantitative Investments LLC$1.1M1
253Lido Advisors, LLC$1.0M1
254DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$1.0M1
255Atria Investments, Inc$977K1
256Verdad Advisers, LP$963K1
257Greenland Capital Management LP$943K1
258Tower Research Capital LLC (TRC)$932K1
259Abacus Planning Group, Inc.$925K1
260First National Advisers, LLC$917K1
261JACOBS LEVY EQUITY MANAGEMENT, INC$907K1
262WESTPAC BANKING CORP$895K1
263Impact Partnership Wealth, LLC$884K1
264Curi Capital, LLC$876K1
265MIRABELLA FINANCIAL SERVICES LLP$873K1
266Confluence Wealth Services, Inc.$854K1
267Tributary Capital Management, LLC$842K1
268Focus Partners Advisor Solutions, LLC$831K1
269OPPENHEIMER & CO INC$816K1
270DoubleLine ETF Adviser LP$813K1
271US BANCORP \DE\$784K1
272Quantbot Technologies LP$779K1
273DIVERSIFY WEALTH MANAGEMENT, LLC$762K1
274M&T BANK CORP$757K1
275Brooklyn Investment Group$732K1
276DnB Asset Management AS$729K1
277Maryland State Retirement & Pension System$716K1
278Evelyn Partners Investment Management Services Ltd$674K1
279AZZAD ASSET MANAGEMENT INC /ADV$663K1
280Merit Financial Group, LLC$660K1
281Chicago Partners Investment Group LLC$660K1
282CWC Advisors, LLC.$652K1
283OSSIAM$638K1
284CHILDRESS CAPITAL ADVISORS, LLC$630K1
285GREENLEAF TRUST$628K1
286Compound Planning, Inc.$628K1
287Summit Trail Advisors, LLC$589K1
288AVIVA PLC$585K1
289Resonant Capital Advisors, LLC$580K1
290ProShare Advisors LLC$576K1
291Savant Capital, LLC$566K1
292NewEdge Wealth, LLC$562K1
293RWA WEALTH PARTNERS, LLC$562K1
294VestGen Advisors, LLC$562K1
2953Chopt Investment Partners, LLC$540K1
296Laird Norton Wetherby Trust Company, LLC$539K1
297Avior Wealth Management, LLC$532K1
298COLDSTREAM CAPITAL MANAGEMENT INC$529K1
299Bayview Asset Management, LLC$527K1
300Nicholas Investment Partners, LP$518K1
301Beacon Pointe Advisors, LLC$513K1
302SEEDS INVESTOR LLC$512K1
303MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$507K1
304Groupe la Francaise$506K1
305JMN Financial LLC$492K1
306TD Waterhouse Canada Inc.$486K1
307Baird Financial Group, Inc.$485K1
308GREAT LAKES ADVISORS, LLC$479K1
309Scott & Selber, Inc.$478K1
310Procyon Advisors, LLC$473K1
311SAPIENT CAPITAL LLC$472K1
312Sowell Financial Services LLC$466K1
313SHELTON CAPITAL MANAGEMENT$465K1
314Polymer Capital Management (US) LLC$463K1
315Steward Partners Investment Advisory, LLC$461K1
316EXCHANGE TRADED CONCEPTS, LLC$455K1
317Granite Investment Partners, LLC$453K1
318CIBC Asset Management Inc$450K1
319Legacy Capital Wealth Partners, LLC$438K1
320Trajan Wealth LLC$433K1
321SIGNATUREFD, LLC$425K1
322HB Wealth Management, LLC$421K1
323North Dakota State Investment Board$420K1
324Sagewood Asset Management LP$407K1
325IMC-Chicago, LLC$406K1
326MACKENZIE FINANCIAL CORP$405K1
327BROWN ADVISORY INC$405K1
328MAI Capital Management$404K1
329Annis Gardner Whiting Capital Advisors, LLC$400K1
330Family Manage LLC$394K1
331UNITED CAPITAL FINANCIAL ADVISORS, LLC$393K1
332Sterling Capital Management LLC$382K1
333Richwood Investment Advisors, LLC$379K1
334PRIVATE CLIENT SERVICES, LLC$378K1
335Krilogy Financial LLC$376K1
336BEACON FINANCIAL GROUP$370K1
337Fieldview Capital Management, LLC$369K1
338CITIZENS FINANCIAL GROUP INC/RI$353K1
339STEPHENS INC /AR/$352K1
340CENTERSQUARE INVESTMENT MANAGEMENT LLC$344K1
341EVERGREEN CAPITAL MANAGEMENT LLC$343K1
342ADVISORTRUST PARTNERS, LLC$342K1
343GLOBEFLEX CAPITAL L P$340K1
344DAVENPORT & Co LLC$337K1
345COMMONWEALTH EQUITY SERVICES, LLC$336K1
346Nemes Rush Group LLC$335K1
347Camelot Portfolios, LLC$335K1
348PRINCIPAL SECURITIES, INC.$333K1
349Meiji Yasuda Asset Management Co Ltd.$331K1
350Harbour Capital Advisors, LLC$325K1
351Centiva Capital, LP$323K1
352Caprock Group, LLC$320K1
353CSS LLC/IL$320K1
354PFG Investments, LLC$320K1
355AFFINITY INVESTMENT ADVISORS, LLC$315K1
356Integrated Advisors Network LLC$312K1
357INTRUST BANK NA$311K1
358Harbor Advisors LLC$304K1
359BNP Paribas Asset Management Holding S.A.$295K1
360Legato Capital Management LLC$294K1
361Ballentine Partners, LLC$290K1
362PINNACLE ASSOCIATES LTD$286K1
363Vise Technologies, Inc.$285K1
364FRONTIER CAPITAL MANAGEMENT CO LLC$284K1
365CATALYST FINANCIAL PARTNERS LLC$280K1
366Cordatus Wealth Management LLC$277K1
367Meeder Advisory Services, Inc.$275K1
368Wealthspire Advisors, LLC$273K1
369Portside Wealth Group, LLC$271K1
370NORDEN GROUP LLC$270K1
371Cadent Capital Advisors, LLC$268K1
372Diversified Trust Co$266K1
373Aprio Wealth Management, LLC$263K1
374Net Worth Advisory Group$262K1
375SAGE RHINO CAPITAL LLC$262K1
376PROFUND ADVISORS LLC$261K1
377Leelyn Smith, LLC$258K1
378Occidental Asset Management, LLC$257K1
379Smallwood Wealth Investment Management, LLC$248K1
380BEESE FULMER INVESTMENT MANAGEMENT, INC.$246K1
381Bridgefront Capital, LLC$245K1
382Pine Haven Investment Counsel, Inc$245K1
383Ameritas Advisory Services, LLC$244K1
384LEVIN CAPITAL STRATEGIES, L.P.$243K1
385NorthCrest Asset Manangement, LLC$241K1
386U.S. Capital Wealth Advisors, LLC$237K1
387Aaron Wealth Advisors LLC$235K1
388NOMURA ASSET MANAGEMENT CO LTD$229K1
389Astoria Portfolio Advisors LLC.$226K1
390Plato Investment Management Ltd$222K1
391AlphaCore Capital LLC$221K1
392First Affirmative Financial Network$219K1
393JOURNEY STRATEGIC WEALTH LLC$218K1
394Allworth Financial LP$218K1
395Pinnacle Wealth Management Advisory Group, LLC$215K1
396COMMERCE BANK$213K1
397GW HENSSLER & ASSOCIATES LTD$213K1
398OneDigital Investment Advisors LLC$212K1
399EP Wealth Advisors, LLC$212K1
400COOPER/HAIMS ADVISORS, LLC$208K1
401Optas, LLC$208K1
402Cambria Investment Management, L.P.$207K1
403Rafferty Asset Management, LLC$202K1
404UMB Bank, n.a.$161K1
405Caitlin John, LLC$156K1
406Arax Advisory Partners$123K1
407Transamerica Financial Advisors, LLC$117K1
408Blue Trust, Inc.$115K1
409AlphaCentric Advisors LLC$87.0K1
410Smartleaf Asset Management LLC$85.5K1
411ASSETMARK, INC$84.9K1
412Bayforest Capital Ltd$81.9K1
413MCF Advisors LLC$76.1K1
414BROWN, LISLE/CUMMINGS, INC.$68.5K1
415Godfrey Financial Associates, Inc.$61.2K1
416Deseret Mutual Benefit Administrators$61.2K1
417Parkside Financial Bank & Trust$51.1K1
418Manchester Capital Management LLC$49.9K1
419Owl Creek Wealth Partners LLC$45.3K1
420Hilton Head Capital Partners, LLC$44.4K1
421CENTRAL TRUST Co$41.4K1
422HRT FINANCIAL LP$34.3K1
423Johnson Financial Group, Inc.$33.2K1
424PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$32.4K1
425CHILTON CAPITAL MANAGEMENT LLC$30.4K1
426DT Investment Partners, LLC$26.5K1
427INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$25.7K1
428Mitsubishi UFJ Asset Management Co., Ltd.$25.6K1
429Aster Capital Management (DIFC) Ltd$25.0K1
430CVA Family Office, LLC$25.0K1
431SJS Investment Consulting Inc.$24.0K1
432Westside Investment Management, Inc.$22.6K1
433Activest Wealth Management$21.3K1
434JFS WEALTH ADVISORS, LLC$19.5K1
435BARTLETT & CO. WEALTH MANAGEMENT LLC$18.9K1
436Keating Financial Advisory Services, Inc.$18.9K1
437Destiny Wealth Partners, LLC$18.3K1
438Freestone Grove Partners LP$18.3K1
439Intentional Wealth Strategies, LLC$16.7K1
440NEW YORK STATE TEACHERS RETIREMENT SYSTEM$15.8K1
441PRIVATE TRUST CO NA$15.2K1
442MATHER GROUP, LLC.$14.9K1
443JONES FINANCIAL COMPANIES LLLP$14.6K1
444Sapience Investments, LLC$13.7K1
445FARMERS & MERCHANTS INVESTMENTS INC$12.8K1
446ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$12.2K1
447Sachetta, LLC$12.2K1
448Salomon & Ludwin, LLC$11.9K1
449JPL Wealth Management, LLC$11.9K1
450Clearstead Trust, LLC$11.6K1
451KBC Group NV$11.1K1
452Frazier Financial Advisors, LLC$11.0K1
453WealthCollab, LLC$11.0K1
454Clearstead Advisors, LLC$10.0K1
455Triumph Capital Management$10.0K1
456True Wealth Design, LLC$10.0K1
457MANNING & NAPIER ADVISORS LLC$9.2K1
458Private Wealth Management Group, LLC$9.1K1
459CANADA LIFE ASSURANCE Co$8.9K1
460Bell Investment Advisors, Inc$8.5K1
461BROOKFIELD Corp /ON/$8.2K1
462Marquette Asset Management, LLC$8.2K1
463Larson Financial Group LLC$8.2K1
464ALGERT GLOBAL LLC$7.8K1
465Retirement Wealth Solutions LLC$7.6K1
466TD Capital Management LLC$7.3K1
467AMALGAMATED BANK$6.9K1
468Richardson Capital Management LLC$6.7K1
469Pinnacle Wealth Planning Services, Inc.$6.7K1
470Olstein Capital Management, L.P.$6.4K1
471Physician Wealth Advisors, Inc.$6.4K1
472NATIXIS ADVISORS, LLC$6.3K1
473Treasurer of the State of North Carolina$6.1K1
474Grove Bank & Trust$6.1K1
475Dogwood Wealth Management LLC$5.8K1
476THRIVENT FINANCIAL FOR LUTHERANS$5.7K1
477Kemnay Advisory Services Inc.$5.5K1
478Heritage Wealth Advisors$5.5K1
479United Financial Planning Group LLC$5.5K1
480Medallion Wealth Advisors, LLC$5.5K1
481Rialto Wealth Management, LLC$4.9K1
482TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$4.4K1
483First Eagle Investment Management, LLC$4.3K1
484DiNuzzo Private Wealth, Inc.$3.7K1
485CHASE INVESTMENT COUNSEL CORP$3.4K1
486SouthState Bank Corp$3.0K1
487HM PAYSON & CO$3.0K1
488Spire Wealth Management$3.0K1
489Vestcor Inc$2.9K1
490WPG Advisers, LLC$2.7K1
491Jefferies Financial Group Inc.$2.4K1
492SHP Wealth Management$2.4K1
493SBI Securities Co., Ltd.$2.4K1
494Cromwell Holdings LLC$2.4K1
495ACADIAN ASSET MANAGEMENT LLC$2.4K1
496IFM Investors Pty Ltd$2.1K1
497Signature Equity Partners, LLC$1.8K1
498RMG Wealth Management LLC$1.6K1
499Financial Network Wealth Advisors LLC$1.5K1
500HFM Investment Advisors, LLC$1.5K1
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)1 buy / 7 sell
Congress net ($ bound)−$139K to −$6.0K
Filers net (actions)not in build
Filers net ($ 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 JLL

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for JLL · financials and macro

Financials — as filed PLANNED

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