Public record / Tickers / KDP

KDP — Keurig Dr Pepper Inc.

Both disclosure regimes on one name: who in Congress filed about KDP, 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
18
all PTR rows naming KDP
Members · 12m
2
1 buys · 1 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
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

John Hoeven · $50.0K–$100K

Purchase · traded 2019-03-22 → filed 2019-04-09. Ranked over every KDP row by the provable lower bound, never a point estimate.

2 members · 1 buys / 1 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

5 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

8 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. 8 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING KDP · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning KDP
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2025-10-22Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 09-11 +41d$1K–$15K
2025-10-10Val T. Hoyle D–OR-4Sale · SP (spouse-owned)Traded 09-23 +17d$1K–$15K
2025-09-12Val T. Hoyle D–OR-4Purchase · SP (spouse-owned)Traded 2024-10-29 LATE·318d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-17 LATE·57d$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 18 ↗

Members active in KDP

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing KDP 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.
Alan Armstrong R–OK1$1.0K to $15.0K2
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

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

Congress ↔ notable managers · KDP

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Caxton Associates $1.1M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · KEURIG DR PEPPER INC

Merged timeline of congressional filings and notable-manager moves on KDP
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Ftrim−397,951 sh
2026-05-15Bridgewater Associates 13Ftrim−133,618 sh
2026-05-14Caxton Associates 13Fnew+39,992 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

Top institutional holders of KDP for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1FMR LLC$3.8B1
2BlackRock, Inc.$3.3B1
3Capital World Investors$2.6B1
4HARRIS ASSOCIATES L P$2.5B1
5VANGUARD CAPITAL MANAGEMENT LLC$2.3B1
6STATE STREET CORP$1.7B1
7VANGUARD PORTFOLIO MANAGEMENT LLC$1.6B1
8WELLINGTON MANAGEMENT GROUP LLP$1.6B1
9GEODE CAPITAL MANAGEMENT, LLC$864M1
10MORGAN STANLEY$701M1
11BARROW HANLEY MEWHINNEY & STRAUSS LLC$576M1
12Capital International Investors$528M1
13Invesco Ltd.$440M1
14Allspring Global Investments Holdings, LLC$338M1
15NORTHERN TRUST CORP$320M1
16UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$302M1
17DIMENSIONAL FUND ADVISORS LP$252M1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$231M1
19Legal & General Group Plc$230M1
20BANK OF AMERICA CORP /DE/$217M1
21VANGUARD FIDUCIARY TRUST CO$200M1
22Bank of New York Mellon Corp$189M1
23UBS Group AG$169M1
24DEUTSCHE BANK AG\$167M1
25FRANKLIN RESOURCES INC$164M1
26Amundi$149M1
27AQR CAPITAL MANAGEMENT LLC$125M1
28Nuveen, LLC$112M1
29CANADA PENSION PLAN INVESTMENT BOARD$101M1
30BARCLAYS PLC$101M1
31Swiss National Bank$99.7M1
32WELLS FARGO & COMPANY/MN$97.5M1
33Sumitomo Mitsui Trust Group, Inc.$91.5M1
34Mitsubishi UFJ Asset Management Co., Ltd.$82.0M1
35Vanguard Global Advisers, LLC$78.2M1
36CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$78.0M1
37Clearbridge Investments, LLC$76.9M1
38Contrarius Group Holdings Ltd$73.4M1
39SEI INVESTMENTS CO$73.1M1
40River Road Asset Management, LLC$72.0M1
41Boston Partners$70.2M1
42VANGUARD ASSET MANAGEMENT, Ltd$69.8M1
43Bank Julius Baer & Co. Ltd, Zurich$69.6M1
44CITIGROUP INC$67.2M1
45National Pension Service$65.2M1
46RHUMBLINE ADVISERS$64.2M1
47Retirement Systems of Alabama$62.6M1
48HSBC HOLDINGS PLC$62.0M1
49ANTIPODES PARTNERS Ltd$61.8M1
50ROYAL BANK OF CANADA$61.7M1
51Pathstone Holdings, LLC$56.4M1
52FIRST TRUST ADVISORS LP$55.7M1
53VICTORY CAPITAL MANAGEMENT INC$54.0M1
54Aberdeen Group plc$53.3M1
55ProShare Advisors LLC$50.7M1
56CITADEL ADVISORS LLC$47.3M1
57TD ASSET MANAGEMENT INC$47.1M1
58Cullen Capital Management, LLC$46.5M1
59AMERIPRISE FINANCIAL INC$44.7M1
60ALLIANCEBERNSTEIN L.P.$43.3M1
61STATE OF WISCONSIN INVESTMENT BOARD$42.3M1
62Capital International, Inc./CA/$42.0M1
63PRINCIPAL FINANCIAL GROUP INC$41.1M1
64RAYMOND JAMES FINANCIAL INC$40.8M1
65Quantinno Capital Management LP$40.8M1
66PRIVATE MANAGEMENT GROUP INC$40.2M1
67ANCHOR CAPITAL ADVISORS LLC$39.6M1
68NEW YORK STATE COMMON RETIREMENT FUND$37.3M1
69NATIONAL BANK OF CANADA /FI/$36.5M1
70PUBLIC SECTOR PENSION INVESTMENT BOARD$36.2M1
71MANGROVE PARTNERS IM, LLC$35.9M1
72Universal- Beteiligungs- und Servicegesellschaft mbH$34.5M1
73RWC Asset Management LLP$32.3M1
74ADAGE CAPITAL PARTNERS GP, L.L.C.$32.0M1
75BNP Paribas Asset Management Holding S.A.$31.8M1
76SCHRODER INVESTMENT MANAGEMENT GROUP$30.3M1
77STOREBRAND ASSET MANAGEMENT AS$30.3M1
78AVIVA PLC$29.3M1
79OFI INVEST ASSET MANAGEMENT$29.1M1
80DANSKE BANK A/S$28.5M1
81Swedbank AB$28.4M1
82Perpetual Ltd$28.4M1
83STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$27.5M1
84LONE PEAK GLOBAL INVESTORS LLC$27.2M1
85Gotham Asset Management, LLC$26.0M1
86Point72 Asset Management, L.P.$25.9M1
87MACKENZIE FINANCIAL CORP$25.8M1
88ENVESTNET ASSET MANAGEMENT INC$25.7M1
89BANK OF MONTREAL /CAN/$25.6M1
90Mitsubishi UFJ Trust & Banking Corp$25.1M1
91NEOS Investment Management LLC$24.1M1
92MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$23.9M1
93Verition Fund Management LLC$23.3M1
94SUSQUEHANNA INTERNATIONAL GROUP, LLP$23.1M1
95Pictet Asset Management Holding SA$22.8M1
96REGIONS FINANCIAL CORP$22.6M1
97Korea Investment CORP$22.2M1
98ADVISORY RESEARCH INC$22.1M1
99Osmosis Investment Management UK Ltd$20.4M1
100Eurizon Capital SGR S.p.A.$20.1M1
101NORDEA INVESTMENT MANAGEMENT AB$19.8M1
102APG Asset Management N.V.$19.8M1
103Mirae Asset Global Investments Co., Ltd.$19.3M1
104MANUFACTURERS LIFE INSURANCE COMPANY, THE$18.6M1
105LAZARD ASSET MANAGEMENT LLC$18.5M1
106Chevy Chase Trust Holdings, LLC$17.8M1
107Asset Management One Co., Ltd.$17.8M1
108PRUDENTIAL PLC$17.5M1
109DnB Asset Management AS$17.4M1
110Vanguard Investments Australia, Ltd.$17.1M1
111Zurcher Kantonalbank (Zurich Cantonalbank)$16.7M1
112CIBC Asset Management Inc$15.5M1
113ROYAL LONDON ASSET MANAGEMENT LTD$15.4M1
114FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$15.3M1
115Fidelity National Financial, Inc.$14.4M1
116Jefferies Financial Group Inc.$14.4M1
117GUGGENHEIM CAPITAL LLC$14.3M1
118Robeco Institutional Asset Management B.V.$14.2M1
119Capital Research Global Investors$14.2M1
120PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$13.6M1
121NOMURA ASSET MANAGEMENT CO LTD$13.4M1
122Rafferty Asset Management, LLC$13.4M1
123Taikang Asset Management (Hong Kong) Co Ltd$13.4M1
124Man Group plc$13.2M1
125Applied Finance Capital Management, LLC$13.2M1
126Janus Henderson Group Ltd.$12.7M1
127Resona Asset Management Co.,Ltd.$12.6M1
128KLP KAPITALFORVALTNING AS$12.5M1
129Illinois Municipal Retirement Fund$12.1M1
130Daiwa Securities Group Inc.$12.0M1
131HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$11.6M1
132Quinn Opportunity Partners LLC$11.5M1
133State of New Jersey Common Pension Fund D$11.5M1
134Tredje AP-fonden$11.4M1
135CREDIT AGRICOLE S A$11.0M1
136Lansforsakringar Fondforvaltning AB (publ)$10.7M1
137NorthRock Partners, LLC$10.6M1
138TORONTO DOMINION BANK$10.5M1
139SAWGRASS ASSET MANAGEMENT LLC$10.4M1
140MILLENNIUM MANAGEMENT LLC$10.1M1
141NISSAY ASSET MANAGEMENT CORP /JAPAN$9.8M1
142Czech National Bank$9.7M1
143Varma Mutual Pension Insurance Co$9.7M1
144LPL Financial LLC$9.6M1
145Swiss Life Asset Management Ltd$9.4M1
146STATE OF MICHIGAN RETIREMENT SYSTEM$9.3M1
147Arizona State Retirement System$9.2M1
148CIBC Bancorp USA Inc.$9.2M1
149IFM Investors Pty Ltd$9.0M1
150Sendero Wealth Management, LLC$8.7M1
151STIFEL FINANCIAL CORP$8.6M1
152VOYA INVESTMENT MANAGEMENT LLC$8.5M1
153COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$8.3M1
154MetLife Investment Management, LLC$8.3M1
155Danica Pension, Livsforsikringsaktieselskab$8.3M1
156Creative Planning$7.9M1
157Mariner, LLC$7.5M1
158Rakuten Investment Management, Inc.$7.4M1
159BANK OF NOVA SCOTIA$7.2M1
160Woodline Partners LP$6.9M1
161CWM, LLC$6.9M1
162SEB Asset Management AB$6.9M1
163Assenagon Asset Management S.A.$6.9M1
164INTACT INVESTMENT MANAGEMENT INC.$6.9M1
165Federation des caisses Desjardins du Quebec$6.9M1
166Cerity Partners LLC$6.8M1
167USS Investment Management Ltd$6.7M1
168Holocene Advisors, LP$6.6M1
169NATIXIS$6.6M1
170Ethic Inc.$6.4M1
171XPONANCE LLC$6.3M1
172Alberta Investment Management Corp$6.3M1
173CAISSE DES DEPOTS ET CONSIGNATIONS$6.1M1
174Grantham, Mayo, Van Otterloo & Co. LLC$5.9M1
175TOCQUEVILLE ASSET MANAGEMENT L.P.$5.8M1
176ASR Vermogensbeheer N.V.$5.8M1
177IEQ CAPITAL, LLC$5.8M1
178ING GROEP NV$5.6M1
179Utah Retirement Systems$5.5M1
180Tidal Investments LLC$5.5M1
181NEW YORK LIFE INVESTMENT MANAGEMENT LLC$5.3M1
182FIFTH THIRD BANCORP$5.3M1
183ABN AMRO INVESTMENT SOLUTIONS$5.1M1
184Elo Mutual Pension Insurance Co$5.1M1
185Sumitomo Mitsui DS Asset Management Company, Ltd$5.1M1
186KING LUTHER CAPITAL MANAGEMENT CORP$4.9M1
187OPPENHEIMER ASSET MANAGEMENT INC.$4.9M1
188ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$4.7M1
189BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$4.7M1
190JOHN G ULLMAN & ASSOCIATES INC$4.5M1
191Focus Partners Wealth$4.4M1
192AMERICAN CENTURY COMPANIES INC$4.4M1
193LBP AM SA$4.3M1
194Geneos Wealth Management Inc.$4.3M1
195MERCER GLOBAL ADVISORS INC /ADV$4.3M1
196Candriam S.C.A.$4.2M1
197Wealthfront Advisers LLC$4.1M1
198Capital International Sarl$4.1M1
199SHELTON CAPITAL MANAGEMENT$4.1M1
200OREGON PUBLIC EMPLOYEES RETIREMENT FUND$4.1M1
201INTECH INVESTMENT MANAGEMENT LLC$4.1M1
202Dana Investment Advisors, Inc.$4.0M1
203Generali Asset Management SPA SGR$3.9M1
204Baird Financial Group, Inc.$3.9M1
205Waverly Advisors, LLC$3.9M1
206Avanza Fonder AB$3.9M1
207Cetera Investment Advisers$3.8M1
208MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.8M1
209PINNACLE ASSOCIATES LTD$3.8M1
210WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.8M1
211MACQUARIE GROUP LTD$3.7M1
212Groupe la Francaise$3.7M1
213Vontobel Holding Ltd.$3.6M1
214KORNITZER CAPITAL MANAGEMENT INC /KS$3.6M1
215UniSuper Management Pty Ltd$3.5M1
216OP Asset Management Ltd$3.5M1
217D.A. DAVIDSON & CO.$3.4M1
218Poehling Capital Management, INC.$3.3M1
219Norinchukin Bank, The$3.3M1
220Corient Private Wealth LLC$3.2M1
221Investment Management Corp of Ontario$3.2M1
222NOMURA HOLDINGS INC$3.2M1
223Banque Cantonale Vaudoise$3.0M1
224Tower Research Capital LLC (TRC)$2.9M1
225B. Metzler seel. Sohn & Co. AG$2.9M1
226LMR Partners LLP$2.9M1
227AUXIER ASSET MANAGEMENT LLC$2.8M1
228Neo Ivy Capital Management$2.8M1
229PROFUND ADVISORS LLC$2.8M1
230NISA INVESTMENT ADVISORS, LLC$2.7M1
231ASSETMARK, INC$2.7M1
232Temasek Holdings (Private) Ltd$2.6M1
233COMMONWEALTH EQUITY SERVICES, LLC$2.6M1
234Empowered Funds, LLC$2.6M1
235Fisher Funds Management LTD$2.5M1
236BFSG, LLC$2.4M1
237LETSON INVESTMENT MANAGEMENT, INC.$2.4M1
238SHUFRO ROSE & CO LLC$2.3M1
239Graham Capital Management, L.P.$2.3M1
240Dai-ichi Life Insurance Company, Ltd$2.3M1
241CIBC WORLD MARKET INC.$2.3M1
242Capital Group Private Client Services, Inc.$2.2M1
243OpenArc Corporate Advisory, LLC$2.2M1
244Private Capital Management, LLC$2.2M1
245TWO SIGMA INVESTMENTS, LP$2.2M1
246MIZUHO SECURITIES USA LLC$2.2M1
247HighTower Advisors, LLC$2.1M1
248Vanguard Personalized Indexing Management, LLC$2.1M1
249Farringdon Capital, Ltd.$2.1M1
250HARTFORD INVESTMENT MANAGEMENT CO$2.0M1
251Bridgewater Associates, LP$2.0M1
252Westchester Capital Management, LLC$2.0M1
253EXENCIAL WEALTH ADVISORS, LLC$2.0M1
254PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$2.0M1
255Plato Investment Management Ltd$1.9M1
256Summit Trail Advisors, LLC$1.9M1
257Collaborative Fund Advisors, LLC$1.9M1
258Marks Group Wealth Management, Inc$1.8M1
259Aquatic Capital Management LLC$1.8M1
260Crossmark Global Holdings, Inc.$1.8M1
261NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.7M1
262HORAN Wealth, LLC$1.7M1
263Orion Porfolio Solutions, LLC$1.7M1
264Maryland State Retirement & Pension System$1.7M1
265Clarkston Capital Partners, LLC$1.7M1
266Ameritas Investment Partners, Inc.$1.6M1
267DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$1.6M1
268Allianz Asset Management GmbH$1.6M1
269NewEdge Advisors, LLC$1.6M1
270AG2R LA MONDIALE GESTION D'ACTIFS$1.6M1
271D. E. Shaw & Co., Inc.$1.6M1
272MML INVESTORS SERVICES, LLC$1.5M1
273PANAGORA ASSET MANAGEMENT INC$1.5M1
274MAVERICK CAPITAL LTD$1.5M1
275MUFG Securities EMEA plc$1.5M1
276LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.5M1
277Metis Global Partners, LLC$1.4M1
278ARQ WEALTH ADVISORS, LLC$1.4M1
279Centiva Capital, LP$1.4M1
280&PARTNERS$1.4M1
281GLENMEDE TRUST CO NA$1.4M1
282US BANCORP \DE\$1.4M1
283Vident Advisory, LLC$1.4M1
284OMERS ADMINISTRATION Corp$1.4M1
285Merit Financial Group, LLC$1.4M1
286TWO SIGMA SECURITIES, LLC$1.4M1
287FULTON BANK, N.A.$1.4M1
288OSSIAM$1.4M1
289E. Ohman J:or Asset Management AB$1.3M1
29044 WEALTH MANAGEMENT LLC$1.3M1
291BAHL & GAYNOR INC$1.3M1
292Brevan Howard Capital Management LP$1.3M1
293Walleye Capital LLC$1.3M1
294E Fund Management Co., Ltd.$1.3M1
295Saudi Central Bank$1.3M1
296Lido Advisors, LLC$1.2M1
297Sanctuary Advisors, LLC$1.2M1
298Lighthouse Investment Partners, LLC$1.2M1
299Forvis Mazars Wealth Advisors, LLC$1.2M1
300O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.2M1
301NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.1M1
302Malaga Cove Capital, LLC$1.1M1
303Evelyn Partners Investment Management LLP$1.1M1
304Snowden Capital Advisors LLC$1.1M1
305TOKIO MARINE ASSET MANAGEMENT CO LTD$1.1M1
306Advisors Asset Management, Inc.$1.1M1
307BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.1M1
308SummitTX Capital, L.P.$1.1M1
309OSAIC HOLDINGS, INC.$1.1M1
310BENJAMIN EDWARDS INC$1.1M1
311Arvest Bank Trust Division$1.1M1
312Blueshift Asset Management, LLC$1.1M1
313Jain Global LLC$1.1M1
314EXCHANGE TRADED CONCEPTS, LLC$1.1M1
315CAXTON ASSOCIATES LLP$1.1M1
316ELEVATION POINT WEALTH PARTNERS, LLC$1.0M1
317VICTORY FINANCIAL GROUP, LLC$1.0M1
318Mork Capital Management, LLC$1.0M1
319TECTONIC ADVISORS LLC$1.0M1
320M&T BANK CORP$1.0M1
321MUFG SECURITIES AMERICAS INC.$990K1
322North Dakota State Investment Board$986K1
323ICW Investment Advisors LLC$978K1
324SECURIAN ASSET MANAGEMENT, INC$970K1
325Squarepoint Ops LLC$951K1
326Kintegral Advisory, LLC$942K1
327CAPSTONE INVESTMENT ADVISORS, LLC$934K1
328Qtron Investments LLC$929K1
329GROUP ONE TRADING LLC$912K1
330Cresset Asset Management, LLC$903K1
331Sequoia Financial Advisors, LLC$897K1
332Meiji Yasuda Asset Management Co Ltd.$894K1
333PATTON ALBERTSON MILLER GROUP, LLC$878K1
334HB Wealth Management, LLC$862K1
335CHAPMAN FINANCIAL GROUP, LLC$837K1
336IMC-Chicago, LLC$832K1
337XTX Topco Ltd$823K1
338TRUIST FINANCIAL CORP$821K1
339Vinva Investment Management Ltd$819K1
340Aurora Investment Counsel$810K1
341Harbor Advisors LLC$790K1
342PKO Investment Management Joint-Stock Co$790K1
343Summit Financial, LLC$762K1
344World Investment Advisors$759K1
345Focus Partners Advisor Solutions, LLC$757K1
346CHILTON CAPITAL MANAGEMENT LLC$749K1
347Siemens Fonds Invest GmbH$741K1
348Annis Gardner Whiting Capital Advisors, LLC$735K1
349Atria Investments, Inc$730K1
350EP Wealth Advisors, LLC$726K1
351WJ Financial Advisors LLC$721K1
352ARVEST INVESTMENTS, INC.$718K1
353Perigon Wealth Management, LLC$707K1
354Vise Technologies, Inc.$687K1
355CROBAN$685K1
356BALYASNY ASSET MANAGEMENT L.P.$682K1
357Laird Norton Wetherby Trust Company, LLC$679K1
358Arcus Capital Partners, LLC$675K1
359TEMA ETFS LLC$660K1
360CANTOR FITZGERALD, L. P.$658K1
361LONGFELLOW INVESTMENT MANAGEMENT CO LLC$654K1
362BCS Private Wealth Management, Inc.$651K1
363Pallas Capital Advisors LLC$631K1
364Bull Harbor Capital LLC$631K1
365Atlantic Edge Private Wealth Management, LLC$628K1
366Ridgewood Investments LLC$625K1
367Machina Capital S.A.S.$616K1
368JANE STREET GROUP, LLC$608K1
369Pitcairn Wealth Advisors LLC$595K1
370COLDSTREAM CAPITAL MANAGEMENT INC$595K1
371ICICI Prudential Asset Management Co Ltd$593K1
372Curi Capital, LLC$581K1
373Ballentine Partners, LLC$578K1
374IHT Wealth Management, LLC$573K1
375RIVERCHASE WEALTH MANAGEMENT, LLC$572K1
376OneDigital Investment Advisors LLC$571K1
377Aaron Wealth Advisors LLC$563K1
378Jacobi Capital Management LLC$563K1
379COMMERCE BANK$563K1
380EQUITABLE TRUST CO$559K1
381MONEY CONCEPTS CAPITAL CORP$547K1
382Meeder Advisory Services, Inc.$543K1
383Brooklyn Investment Group$535K1
384Empirical Finance, LLC$535K1
385MIRABELLA FINANCIAL SERVICES LLP$534K1
386CHOREO, LLC$533K1
387Avestar Capital, LLC$531K1
388CM Management, LLC$527K1
389Allworth Financial LP$517K1
390Callan Family Office, LLC$514K1
391Apollon Wealth Management, LLC$512K1
392Chicago Partners Investment Group LLC$512K1
393TEACHER RETIREMENT SYSTEM OF TEXAS$507K1
394Asset Management Group, Inc.$503K1
395Volterra Technologies LP$497K1
396Steward Partners Investment Advisory, LLC$493K1
397Legacy Wealth Management, LLC / MS$485K1
398Frank, Rimerman Advisors LLC$479K1
399UNITED CAPITAL FINANCIAL ADVISORS, LLC$479K1
400Clearstead Advisors, LLC$457K1
401AGF MANAGEMENT LTD$450K1
402WESTPAC BANKING CORP$436K1
403GTS SECURITIES LLC$429K1
404PRINCIPAL SECURITIES, INC.$417K1
405JOURNEY STRATEGIC WEALTH LLC$414K1
406KEYBANK NATIONAL ASSOCIATION/OH$405K1
407Oasis Advisors, LLC$401K1
408Rockefeller Capital Management L.P.$397K1
409Avantra Family Wealth, Inc.$395K1
410Savant Capital, LLC$390K1
411CSS LLC/IL$380K1
412Total Wealth Planning & Management, Inc.$377K1
413Fieldview Capital Management, LLC$376K1
414Kestra Advisory Services, LLC$370K1
415LEVEL FOUR ADVISORY SERVICES, LLC$369K1
416Private Advisor Group, LLC$366K1
417Polymer Capital Management (US) LLC$365K1
418Howard Capital Management, LLC$364K1
419Demars Financial Group, LLC$363K1
420Optas, LLC$352K1
421FIL Ltd$350K1
422DAVENPORT & Co LLC$349K1
423OPPENHEIMER & CO INC$348K1
424Baker Avenue Asset Management, LP$343K1
425LaFleur & Godfrey LLC$343K1
426GATEWAY INVESTMENT ADVISERS LLC$333K1
427Caprock Group, LLC$333K1
428QUADRANT CAPITAL GROUP LLC$333K1
429Cinctive Capital Management LP$323K1
430Kera Capital Partners, Inc.$322K1
431Pinnacle Wealth Management Advisory Group, LLC$322K1
432EVOLVE PRIVATE WEALTH, LLC$317K1
433BSW Wealth Partners$315K1
434NorthCrest Asset Manangement, LLC$313K1
435FEDERATED HERMES, INC.$307K1
436Savvy Advisors, Inc.$305K1
437Parcion Private Wealth LLC$303K1
438RIA Advisory Group LLC$296K1
439Arax Advisory Partners$296K1
440PATTON FUND MANAGEMENT, INC.$290K1
441Frec Markets, Inc.$287K1
442AE Wealth Management LLC$286K1
443WORLD EQUITY GROUP, INC.$281K1
444Odyssean, LLC$281K1
445Carnegie Investment Counsel$276K1
446SIMPLEX TRADING, LLC$276K1
447Banco Santander, S.A.$276K1
448Bleakley Financial Group, LLC$275K1
449CIDEL ASSET MANAGEMENT INC$270K1
450UMB Bank, n.a.$268K1
451CTC Alternative Strategies, Ltd.$266K1
452Delta Investment Management, LLC$264K1
453Kovack Advisors, Inc.$264K1
454CHICAGO TRUST Co NA$263K1
455Seelaus Asset Management LLC$263K1
456Aspire Private Capital, LLC$263K1
457EVERGREEN CAPITAL MANAGEMENT LLC$262K1
458Hennion & Walsh Asset Management, Inc.$250K1
459PFG Advisors$245K1
460BOOTHBAY FUND MANAGEMENT, LLC$243K1
461Supplemental Annuity Collective Trust of NJ$242K1
462GREENLEAF TRUST$240K1
463Storgate, LLC$239K1
464CI INVESTMENTS INC.$238K1
465Turtle Creek Wealth Advisors, LLC$234K1
466Berkeley Capital Partners, LLC$234K1
467STEPHENS INC /AR/$226K1
468Concurrent Investment Advisors, LLC$225K1
469SAGESPRING WEALTH PARTNERS, LLC$224K1
470OSLO PENSJONSFORSIKRING AS$221K1
471FIDUCIARY FAMILY OFFICE, LLC$219K1
472Significant Wealth Partners LLC$219K1
473PEDDOCK CAPITAL ADVISORS, LLC$216K1
474BLAIR WILLIAM & CO/IL$211K1
475Choate Investment Advisors$211K1
476Mokosak Advisory Group, LLC$210K1
477HUB Investment Partners, LLC$210K1
478Compound Planning, Inc.$210K1
479FORTEM FINANCIAL GROUP, LLC$209K1
480SIGNATUREFD, LLC$204K1
481Essex Financial Services, Inc.$201K1
482Twin Tree Management, LP$184K1
483Smartleaf Asset Management LLC$173K1
484Livforsakringsbolaget Skandia, Omsesidigt$173K1
485Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.$168K1
486EFG International AG$151K1
487MAI Capital Management$141K1
488E Fund Management (Hong Kong) Co., Ltd.$127K1
489Banque Transatlantique SA$121K1
490THRIVENT FINANCIAL FOR LUTHERANS$111K1
491Larson Financial Group LLC$103K1
492ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$100.0K1
493CYBER HORNET ETFs LLC$96.0K1
494State of Wyoming$91.2K1
495Kimelman & Baird, LLC$86.2K1
496Transamerica Financial Advisors, LLC$79.1K1
497Walleye Trading LLC$72.2K1
498SJS Investment Consulting Inc.$71.8K1
499Wall Street Financial Group, Inc.$70.0K1
500AlphaCore Capital LLC$69.8K1
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 / 1 sell
Congress net ($ bound)−$14.0K to $14.0K
Filers net (actions)not in build
Filers net ($ 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 KDP

RETAINED WINDOW · ACTIVE HITS
Signal hits naming KDP
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for KDP · financials and macro

Financials — as filed PLANNED

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