Public record / Tickers / KD

KD — Kyndryl Holdings, Inc.

Both disclosure regimes on one name: who in Congress filed about KD, 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
6
all PTR rows naming KD
Members · 12m
2
0 buys · 2 sells · by trade date
Latest PTR
01-23
filed 2026-01-23
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

J. French Hill · $1.0K–$15.0K

Sale · traded 2025-12-31 → filed 2026-01-23. Ranked over every KD row by the provable lower bound, never a point estimate.

2 members · 0 buys / 2 sells

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

2 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. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING KD · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning KD
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-01-23J. French Hill R–AR-2SaleTraded 2025-12-31 +23d$1K–$15K
2025-10-30Dwight Evans D–PA-3SaleTraded 10-10 +20damount unparsed
2024-01-04Steve Cohen D–TN-9SaleTraded 2023-12-11 +24d$1K–$15K
2023-08-17Pete Sessions R–TX-17Sale · SP (spouse-owned)Traded 07-28 +20damount unparsed
2023-07-15Tillis, Thomas R SaleTraded 2022-08-30 LATE·319d$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 6 ↗

Members active in KD

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing KD 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.
Dwight Evans D–PA-31not disclosed1
J. French Hill R–AR-21−$15.0K to −$1.0K2

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

Congress ↔ notable managers · KD

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 $31.7M held
Trimming
0 $0 held

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

Merged timeline of congressional filings and notable-manager moves on KD
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+1,943,696 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 KD for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$295M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$222M1
3AQR CAPITAL MANAGEMENT LLC$150M1
4FMR LLC$134M1
5VANGUARD CAPITAL MANAGEMENT LLC$132M1
6STATE STREET CORP$95.8M1
7DIMENSIONAL FUND ADVISORS LP$61.0M1
8D. E. Shaw & Co., Inc.$51.0M1
9GMT CAPITAL CORP$38.6M1
10MORGAN STANLEY$36.1M1
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC$35.6M1
12Gotham Asset Management, LLC$31.7M1
13UBS Group AG$31.2M1
14NORTHERN TRUST CORP$26.4M1
15VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.9M1
16Arnhold LLC$25.2M1
17CITADEL ADVISORS LLC$24.5M1
18BANK OF AMERICA CORP /DE/$23.5M1
19DEUTSCHE BANK AG\$20.9M1
20VANGUARD FIDUCIARY TRUST CO$18.6M1
21Invesco Ltd.$17.7M1
22FEDERATED HERMES, INC.$12.3M1
23Solas Capital Management, LLC$12.0M1
24Allianz Asset Management GmbH$11.0M1
25UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$8.8M1
26SUSQUEHANNA INTERNATIONAL GROUP, LLP$7.8M1
27ALLIANCEBERNSTEIN L.P.$7.8M1
28TWO SIGMA INVESTMENTS, LP$7.0M1
29PRINCIPAL FINANCIAL GROUP INC$6.7M1
30FIRST TRUST ADVISORS LP$6.6M1
31Swiss National Bank$6.0M1
32Vident Advisory, LLC$5.9M1
33ROYCE & ASSOCIATES LP$5.7M1
34Aquatic Capital Management LLC$5.4M1
35Nuveen, LLC$5.4M1
36OP Asset Management Ltd$5.4M1
37Allspring Global Investments Holdings, LLC$4.5M1
38NORDEA INVESTMENT MANAGEMENT AB$4.4M1
39Legal & General Group Plc$4.3M1
40BALYASNY ASSET MANAGEMENT L.P.$4.3M1
41WELLS FARGO & COMPANY/MN$4.2M1
42NATIONAL BANK OF CANADA /FI/$4.0M1
43Arini Captial Management Ltd$3.9M1
44Vanguard Global Advisers, LLC$3.8M1
45Amundi$3.8M1
46Engineers Gate Manager LP$3.8M1
47Retirement Systems of Alabama$3.7M1
48Mariner, LLC$3.6M1
49SEI INVESTMENTS CO$3.4M1
50Cerity Partners LLC$3.3M1
51IEQ CAPITAL, LLC$3.2M1
52CANADA PENSION PLAN INVESTMENT BOARD$3.2M1
53AMERICAN CENTURY COMPANIES INC$3.0M1
54RAYMOND JAMES FINANCIAL INC$3.0M1
55LPL Financial LLC$2.8M1
56Waterfront Wealth Inc.$2.7M1
57CITIGROUP INC$2.7M1
58Oak Thistle LLC$2.7M1
59Holocene Advisors, LP$2.7M1
60VANGUARD ASSET MANAGEMENT, Ltd$2.6M1
61Drexel Morgan & Co.$2.6M1
62CWM, LLC$2.6M1
63STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$2.6M1
64MACKENZIE FINANCIAL CORP$2.4M1
65STATE OF WISCONSIN INVESTMENT BOARD$2.4M1
66State of New Jersey Common Pension Fund D$2.3M1
67CastleKnight Management LP$2.3M1
68ENVESTNET ASSET MANAGEMENT INC$2.3M1
69OCCUDO QUANTITATIVE STRATEGIES LP$2.3M1
70Creative Planning$2.1M1
71MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.1M1
72MILLENNIUM MANAGEMENT LLC$1.8M1
73Illinois Municipal Retirement Fund$1.6M1
74VOYA INVESTMENT MANAGEMENT LLC$1.6M1
75Steward Partners Investment Advisory, LLC$1.6M1
76Connor, Clark & Lunn Investment Management Ltd.$1.6M1
77Edgestream Partners, L.P.$1.5M1
78Quantinno Capital Management LP$1.5M1
79FRANKLIN RESOURCES INC$1.5M1
80Alpha Omega Wealth Management LLC$1.5M1
81MERCER GLOBAL ADVISORS INC /ADV$1.5M1
82Zurcher Kantonalbank (Zurich Cantonalbank)$1.4M1
83WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.4M1
84Janus Henderson Group Ltd.$1.3M1
85Kestra Investment Management, LLC$1.3M1
86Man Group plc$1.3M1
87Blackstone Inc.$1.2M1
88BOOTHBAY FUND MANAGEMENT, LLC$1.2M1
89Poehling Capital Management, INC.$1.2M1
90MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.1M1
91Cruiser Capital Advisors, LLC$1.1M1
92PRELUDE CAPITAL MANAGEMENT, LLC$1.1M1
93Dakota Wealth Management$1.1M1
94Mitsubishi UFJ Asset Management Co., Ltd.$1.0M1
95FORA Capital, LLC$1.0M1
96HSBC HOLDINGS PLC$947K1
97Quadrature Capital Ltd$943K1
98TCTC Holdings, LLC$939K1
99Bridgefront Capital, LLC$915K1
100STIFEL FINANCIAL CORP$883K1
101Schonfeld Strategic Advisors LLC$862K1
102Y-Intercept (Hong Kong) Ltd$840K1
103CenterBook Partners LP$826K1
104Arizona State Retirement System$824K1
105Brooklyn Investment Group$816K1
106BANK OF MONTREAL /CAN/$809K1
107Equitable Holdings, Inc.$804K1
108Focus Partners Wealth$790K1
109AXQ CAPITAL, LP$789K1
110FIFTH THIRD BANCORP$789K1
111Tidal Investments LLC$770K1
112ROYAL BANK OF CANADA$765K1
113Summit Trail Advisors, LLC$760K1
114COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$751K1
115Vanguard Investments Australia, Ltd.$728K1
116IMC-Chicago, LLC$722K1
117L2 Asset Management, LLC$698K1
118COMMERCE BANK$679K1
119NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$672K1
120OSAIC HOLDINGS, INC.$657K1
121Headlands Technologies LLC$619K1
122OREGON PUBLIC EMPLOYEES RETIREMENT FUND$616K1
123Jain Global LLC$583K1
124Vanguard Personalized Indexing Management, LLC$582K1
125Mitsubishi UFJ Trust & Banking Corp$574K1
126NOMURA HOLDINGS INC$573K1
127Universal- Beteiligungs- und Servicegesellschaft mbH$531K1
128Cetera Investment Advisers$493K1
129Pictet Asset Management Holding SA$472K1
130Diametric Capital, LP$452K1
131Pathstone Holdings, LLC$447K1
132COMMONWEALTH EQUITY SERVICES, LLC$436K1
133TRUIST FINANCIAL CORP$429K1
134HighTower Advisors, LLC$424K1
135EVERGREEN CAPITAL MANAGEMENT LLC$401K1
136AREX Capital Management, LP$394K1
137XPONANCE LLC$394K1
138Focus Partners Advisor Solutions, LLC$389K1
139180 WEALTH ADVISORS, LLC$378K1
140Chicago Partners Investment Group LLC$372K1
141NEW YORK LIFE INVESTMENT MANAGEMENT LLC$358K1
142Glenview Trust Co$356K1
143Merit Financial Group, LLC$350K1
144Bleakley Financial Group, LLC$349K1
145Walleye Capital LLC$343K1
146Allworth Financial LP$340K1
147Inspire Advisors, LLC$328K1
148INDEPENDENT FINANCIAL GROUP, LLC$323K1
149CLIFFORD SWAN INVESTMENT COUNSEL LLC$311K1
150GROUP ONE TRADING LLC$307K1
151CSS LLC/IL$302K1
152Swiss Life Asset Management Ltd$301K1
153Sterneck Capital Management, LLC$298K1
154CHELSEA COUNSEL CO$291K1
155VARCOV Co.$289K1
156JONES FINANCIAL COMPANIES LLLP$274K1
157Elo Mutual Pension Insurance Co$263K1
158UNITED CAPITAL FINANCIAL ADVISORS, LLC$245K1
159HB Wealth Management, LLC$244K1
160OPPENHEIMER & CO INC$242K1
161O'SHAUGHNESSY ASSET MANAGEMENT, LLC$238K1
162LAZARD ASSET MANAGEMENT LLC$235K1
163Federation des caisses Desjardins du Quebec$223K1
164SECURIAN ASSET MANAGEMENT, INC$221K1
165Sequoia Financial Advisors, LLC$216K1
166M&T BANK CORP$212K1
167Centiva Capital, LP$210K1
168one8zero8, LLC$208K1
169Laird Norton Wetherby Trust Company, LLC$208K1
170INCEPTIONR LLC$204K1
171Semanteon Capital Management, LP$200K1
172Red Door Wealth Management, LLC$188K1
173QUADRANT CAPITAL GROUP LLC$186K1
174PRUDENTIAL FINANCIAL INC$186K1
175Crossmark Global Holdings, Inc.$185K1
176NorthCrest Asset Manangement, LLC$184K1
177Sagewood Asset Management LP$182K1
178Atria Investments, Inc$182K1
179State of Wyoming$177K1
180US BANCORP \DE\$176K1
1811ST SOURCE BANK$176K1
182MAI Capital Management$176K1
183BENJAMIN EDWARDS INC$174K1
184DIVERSIFY WEALTH MANAGEMENT, LLC$174K1
185Snowden Capital Advisors LLC$170K1
186Rockefeller Capital Management L.P.$169K1
187Krilogy Financial LLC$167K1
188Ensign Peak Advisors, Inc$164K1
189Utah Retirement Systems$160K1
190Black Maple Capital Management LP$157K1
191denkapparat Operations GmbH$154K1
192Maryland State Retirement & Pension System$152K1
193Kestra Advisory Services, LLC$148K1
194CASTLEKEEP INVESTMENT ADVISORS LLC$148K1
195CIBC Bancorp USA Inc.$147K1
196Bull Harbor Capital LLC$147K1
197LexAurum Advisors, LLC$143K1
198Aspen Grove Capital, LLC$136K1
199Pallas Capital Advisors LLC$135K1
200LMG Wealth Partners, LLC$131K1
201FOX RUN MANAGEMENT, L.L.C.$129K1
202Corient Private Wealth LLC$128K1
203Tower Research Capital LLC (TRC)$124K1
204NOMURA ASSET MANAGEMENT CO LTD$123K1
205Arax Advisory Partners$113K1
206Quarry LP$95.7K1
207Russell Investments Group, Ltd.$90.9K1
208TD PRIVATE CLIENT WEALTH LLC$63.0K1
209BNP Paribas Asset Management Holding S.A.$59.3K1
210Eurizon Capital SGR S.p.A.$58.4K1
211Wilmington Savings Fund Society, FSB$51.5K1
212SIGNATUREFD, LLC$48.5K1
213NFSG Corp$37.1K1
214NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$36.6K1
215TD Waterhouse Canada Inc.$31.4K1
216Larson Financial Group LLC$28.2K1
217HM PAYSON & CO$27.1K1
218Blue Trust, Inc.$25.9K1
219UMB Bank, n.a.$24.4K1
220MONTAG A & ASSOCIATES INC$20.8K1
221Parkside Financial Bank & Trust$20.0K1
222Quintet Private Bank (Europe) S.A.$19.7K1
223Investors Research Corp$19.2K1
224INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$19.1K1
225THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$18.9K1
226Atlantic Union Bankshares Corp$18.7K1
227Geneos Wealth Management Inc.$18.2K1
228TFC Financial Management, Inc.$17.9K1
229Clearstead Advisors, LLC$17.7K1
230Deseret Mutual Benefit Administrators$17.5K1
231Smartleaf Asset Management LLC$17.5K1
232ASSETMARK, INC$17.3K1
233SUMMIT SECURITIES GROUP LLC$17.0K1
234Freestone Grove Partners LP$16.5K1
235True Wealth Design, LLC$13.9K1
236Keating Financial Advisory Services, Inc.$12.7K1
237Siemens Fonds Invest GmbH$11.7K1
238CALDWELL SUTTER CAPITAL, INC.$11.5K1
239Wealth Preservation Advisors, LLC$11.3K1
240Cassaday & Co Wealth Management LLC$10.3K1
241FINANCIAL CONSULATE, INC$10.1K1
242Annis Gardner Whiting Capital Advisors, LLC$10.1K1
243Purpose Unlimited Inc.$9.9K1
244Owl Creek Wealth Partners LLC$9.4K1
245Westfuller Advisors, LLC$9.4K1
246Penserra Capital Management LLC$9.2K1
247Kilter Group LLC$9.1K1
248TOTH FINANCIAL ADVISORY CORP$9.1K1
249Bank Julius Baer & Co. Ltd, Zurich$8.4K1
250COUNTRY TRUST BANK$8.1K1
251Addison Advisors LLC$8.1K1
252TOMPKINS FINANCIAL CORP$7.9K1
253Abound Wealth Management$7.8K1
254ALGERT GLOBAL LLC$7.6K1
255POM Investment Strategies, LLC$7.3K1
256Activest Wealth Management$7.2K1
257PFS Partners, LLC$7.0K1
258SJS Investment Consulting Inc.$7.0K1
259Spire Wealth Management$7.0K1
260Asset Dedication, LLC$6.5K1
261Beacon Financial Strategies CORP$6.4K1
262SouthState Bank Corp$6.3K1
263Delos Wealth Advisors, LLC$5.5K1
264HRT FINANCIAL LP$5.4K1
265EASTERN BANK$5.4K1
266SITTNER & NELSON, LLC$5.2K1
267Rakuten Securities, Inc.$5.1K1
268MATHER GROUP, LLC.$5.1K1
269Hartford Financial Management Inc.$5.0K1
270Glen Eagle Advisors, LLC$5.0K1
271Measured Wealth Private Client Group, LLC$4.6K1
272EVERMAY WEALTH MANAGEMENT LLC$4.3K1
273Bell Investment Advisors, Inc$4.0K1
274BARRETT & COMPANY, INC.$3.9K1
275WealthCollab, LLC$3.9K1
276Twin Lakes Capital Management, LLC$3.9K1
277WEBSTER BANK, N. A.$3.9K1
278ENTRUST FINANCIAL LLC$3.8K1
279Financial Avengers, Inc.$3.7K1
280Godfrey Financial Associates, Inc.$3.6K1
281Hilltop National Bank$3.6K1
282GHP Investment Advisors, Inc.$3.5K1
283Evelyn Partners Investment Management LLP$3.5K1
284Burk Holdings LLC$3.5K1
285Key FInancial Inc$3.5K1
286Pinnacle Wealth Planning Services, Inc.$3.4K1
287S&T BANK/PA$3.4K1
288Curat Global, LLC$3.2K1
289Center for Financial Planning, Inc.$3.0K1
290Destiny Wealth Partners, LLC$3.0K1
291JPL Wealth Management, LLC$3.0K1
292Cranbrook Wealth Management, LLC$2.8K1
293ESL Trust Services, LLC$2.7K1
294Paladin Advisory Group, LLC$2.6K1
295MB, LEVIS & ASSOCIATES, LLC$2.6K1
296Sachetta, LLC$2.5K1
297SHP Wealth Management$2.4K1
298MCF Advisors LLC$2.3K1
299Oakworth Capital, Inc.$2.3K1
300Truvestments Capital LLC$2.3K1
301GODSEY & GIBB, INC$2.0K1
302CANADA LIFE ASSURANCE Co$2.0K1
303Pflug Koory, LLC$1.9K1
304Banque Transatlantique SA$1.9K1
305Darwin Wealth Management, LLC$1.8K1
306CVA Family Office, LLC$1.8K1
307West Financial Advisors, LLC$1.8K1
308Clearstead Trust, LLC$1.7K1
309Marquette Asset Management, LLC$1.7K1
310RMG Wealth Management LLC$1.7K1
311Compagnie Lombard Odier SCmA$1.7K1
312HALBERT HARGROVE GLOBAL ADVISORS, LLC$1.6K1
313Avalon Trust Co$1.6K1
314ARMSTRONG ADVISORY GROUP, INC$1.6K1
315Vanguard National Trust Co$1.6K1
316CENTRAL TRUST Co$1.6K1
317Dogwood Wealth Management LLC$1.5K1
318Private Wealth Management Group, LLC$1.5K1
319Register Financial Advisors LLC$1.5K1
320Ascentis Independent Advisors$1.5K1
321SALEM INVESTMENT COUNSELORS INC$1.5K1
322Valued Wealth Advisors LLC$1.4K1
323State of Alaska, Department of Revenue$1.3K1
324Treasurer of the State of North Carolina$1.3K1
325EFG International AG$1.2K1
326PINNEY & SCOFIELD, INC.$1.2K1
327Cherry Tree Wealth Management, LLC$1.2K1
328MCGUIRE CAPITAL ADVISORS INC$1.2K1
329Medallion Wealth Advisors, LLC$1.2K1
330Prestige Wealth Management Group LLC$1.2K1
331CONSULTIVA WEALTH MANAGEMENT, CORP.$1.2K1
332Bangor Savings Bank$1.2K1
333N.E.W. Advisory Services LLC$1.1K1
334Financial Gravity Asset Management, Inc.$1.1K1
335BOK Financial Private Wealth, Inc.$1.0K1
336FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$9451
337Aviso Financial Inc.$9441
338Caitong International Asset Management Co., Ltd$8661
339Transamerica Financial Advisors, LLC$8521
340MV CAPITAL MANAGEMENT, INC.$8401
341Meramec Financial Planners, LLC$7621
342Beaird Harris Wealth Management, LLC$7351
343BEACON INVESTMENT ADVISORY SERVICES, INC.$7091
344Clarity Asset Management, Inc.$6821
345THRIVENT FINANCIAL FOR LUTHERANS$6761
346DUNCKER STREETT & CO INC$6691
347SWAN Capital LLC$6691
348Sunrise Financial Services, LLC$6691
349Frazier Financial Advisors, LLC$6561
350Triumph Capital Management$6301
351Kimelman & Baird, LLC$5251
352Financial Network Wealth Advisors LLC$5251
353VSM Wealth Advisory, LLC$5251
354Costello Asset Management, INC$5121
355American Capital Advisory, LLC$4731
356Groupe la Francaise$4601
357Glass Jacobson Investment Advisors llc$4471
358Smallwood Wealth Investment Management, LLC$4321
359Grove Bank & Trust$4071
360Community Financial Services Group, LLC$3861
361Pacific Center for Financial Services$3811
362TD Capital Management LLC$3671
3633 FACTOR INDEXING, LLC$3421
364DHJJ Financial Advisors, Ltd.$3281
365M Holdings Securities, Inc.$3191
366HOEY INVESTMENTS, INC$3151
367Corsicana & Co.$3141
368VANGUARD ADVISERS INC$3021
369SIMA Wealth Partners, LLC$2761
370ALBION FINANCIAL GROUP /UT$2631
371Moisand Fitzgerald Tamayo, LLC$2631
372Nvest Wealth Strategies, Inc.$2631
373Hurley Capital, LLC$2621
374Quaker Wealth Management, LLC$2371
375New England Capital Financial Advisors LLC$2371
376JNBA Financial Advisors$2241
377AMERIFLEX GROUP, INC.$2231
378JFS WEALTH ADVISORS, LLC$2101
379Rachor Investment Advisory Services, LLC$2101
380Lavaca Capital LLC$1971
381DiNuzzo Private Wealth, Inc.$1971
382Leo H. Evart, Inc.$1571
383Financial Freedom, LLC$1571
384Key Capital Management, INC$1571
385Crewe Advisors LLC$1451
386MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$1321
387WOLFF WIESE MAGANA LLC$1321
388Legacy Wealth Managment, LLC/ID$1321
389REAP Financial Group, LLC$1181
390Financial Perspectives, Inc$1051
391BIRCHBROOK, INC.$1051
392KBC Group NV$841
393HighMark Wealth Management LLC$781
394Harbor Asset Planning, Inc.$661
395Physician Wealth Advisors, Inc.$531
396WPG Advisers, LLC$521
397Signature Equity Partners, LLC$391
398HHM Wealth Advisors, LLC$271
399Caitlin John, LLC$261
400Smithfield Trust Co$191
401Tradewinds Capital Management, LLC$141
402Rialto Wealth Management, LLC$141
403Global Trust Asset Management, LLC$131
404Vermillion Wealth Management, Inc.$131
405DekaBank Deutsche Girozentrale$81
406VALLEY NATIONAL ADVISERS INC$31
407Centerpoint Advisors, LLC$11
408Strategic Wealth Advisors LLC$11
409Capital Advisors, Ltd. LLC$01
410Financial Connections Group, Inc.$01
411Coston, McIsaac & Partners$01
412BANK OF NOVA SCOTIA$01
413HAZLETT, BURT & WATSON, INC.$01
414VANGUARD GROUP INC$01
415&PARTNERS$01
416FRONTIER CAPITAL MANAGEMENT CO LLC$01
417MONEY CONCEPTS CAPITAL CORP$01
418FIRST MANHATTAN CO. LLC.$01
419TEACHER RETIREMENT SYSTEM OF TEXAS$01
420HARBOUR INVESTMENTS, INC.$01
421BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$01
422FULTON BANK, N.A.$01
423DAVENPORT & Co LLC$01
424COMERICA BANK$01
425CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$01
426TORONTO DOMINION BANK$01
427SHELTON CAPITAL MANAGEMENT$01
428VIRGINIA RETIREMENT SYSTEMS ET Al$01
429CIBC WORLD MARKETS CORP$01
430COLDSTREAM CAPITAL MANAGEMENT INC$01
431INTECH INVESTMENT MANAGEMENT LLC$01
432SCHRODER INVESTMENT MANAGEMENT GROUP$01
433MONETA GROUP INVESTMENT ADVISORS LLC$01
434ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$01
435ADAGE CAPITAL PARTNERS GP, L.L.C.$01
436CIBC Private Wealth Group LLC$01
437First Eagle Investment Management, LLC$01
438Curi Capital, LLC$01
439BROWN ADVISORY INC$01
440Phocas Financial Corp.$01
441ProShare Advisors LLC$01
442NORGES BANK$01
443Boston Partners$01
444Walleye Trading LLC$01
445Manchester Capital Management LLC$01
446Employees Retirement System of Texas$01
447Verition Fund Management LLC$01
448Convergence Investment Partners, LLC$01
449TWO SIGMA ADVISERS, LP$01
450Savant Capital, LLC$01
451Westover Capital Advisors, LLC$01
452DME Capital Management, LP$01
453Brevan Howard Capital Management LP$01
454Dynamic Technology Lab Private Ltd$01
455Vestcor Inc$01
456Candriam S.C.A.$01
457DT Investment Partners, LLC$01
458Hilton Capital Management, LLC$01
459Zimmer Partners, LP$01
460Waverly Advisors, LLC$01
461Empowered Funds, LLC$01
462MARK SHEPTOFF FINANCIAL PLANNING, LLC$01
463WINTON GROUP Ltd$01
464Trexquant Investment LP$01
465Squarepoint Ops LLC$01
466Versor Investments LP$01
467DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$01
468LWM Advisory Services, LLC$01
469RITHOLTZ WEALTH MANAGEMENT$01
470McIlrath & Eck, LLC$01
471Caption Management, LLC$01
472DV Trading LLC$01
473Shay Capital LLC$01
474Qube Research & Technologies Ltd$01
475ExodusPoint Capital Management, LP$01
476ISLAY CAPITAL MANAGEMENT, LLC$01
477West Branch Capital LLC$01
478WORLDQUANT MILLENNIUM ADVISORS LLC$01
479Global Retirement Partners, LLC$01
480Laurel Wealth Advisors LLC$01
481Cynosure Group, LLC$01
482Qsemble Capital Management, LP$01
483TWINBEECH CAPITAL LP$01
484Sanctuary Advisors, LLC$01
485Tranquility Partners, LLC$01
486Elevated Capital Advisors, LLC$01
487Lloyd Advisory Services, LLC.$01
488Concord Wealth Partners$01
489Navalign, LLC$01
490XTX Topco Ltd$01
491Maxi Investments CY Ltd$01
492Caerus Investment Advisors, LLC$01
493TUCKER ASSET MANAGEMENT LLC$01
494AlphaQuest LLC$01
495MARYLAND CAPITAL ADVISORS INC.$01
496Wedmont Private Capital$01
497SageView Advisory Group, LLC$01
498Strengthening Families & Communities, LLC$01
499Signature Resources Capital Management, LLC$01
500Cape Investment Advisory, Inc.$01
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)0 buy / 2 sell
Congress net ($ bound)at most −$1.0K
Filers net (actions)not in build
Filers net ($ 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 KD

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for KD · financials and macro

Financials — as filed PLANNED

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