Public record / Tickers / KEYS

KEYS — Keysight Technologies, Inc.

Both disclosure regimes on one name: who in Congress filed about KEYS, 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 KEYS
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
05-08
filed 2025-05-08
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

Kelly Loeffler · $100K–$250K

Sale · traded 2020-01-29 → filed 2020-05-01. Ranked over every KEYS row by the provable lower bound, never a point estimate.

No member disclosed KEYS 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.

4 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

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 KEYS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning KEYS
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-05-08Jefferson Shreve R–IN-6Sale · partial (partial sale)Traded 04-11 +27d$15K–$50K
2025-05-08Robert P. Bresnahan, Jr. R–PA-8PurchaseTraded 04-08 +30d$1K–$15K
2024-05-15Tommy Tuberville R–ALSale · JT (jointly owned)Traded 04-04 +41d$1K–$15K
2023-06-30Thomas R. Carper D–DESale · SP (spouse-owned)Traded 05-22 +39d$1K–$15K
2023-05-26Susie Lee D–NV-3Sale · JT (jointly owned)Traded 05-09 +17d$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 KEYS

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

No member disclosed KEYS in the trailing 12 months.

Congress ↔ notable managers · KEYS

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 Bridgewater Associates $21.3M held
Trimming
1 Gotham Asset Management $30.9M held

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

Merged timeline of congressional filings and notable-manager moves on KEYS
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Fadd+29,120 sh
2026-05-15Gotham Asset Management 13Ftrim−5,121 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

Top institutional holders of KEYS for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$5.3B1
2VANGUARD CAPITAL MANAGEMENT LLC$3.1B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$2.4B1
4STATE STREET CORP$2.3B1
5Capital World Investors$953M1
6Boston Partners$794M1
7Amundi$628M1
8Allspring Global Investments Holdings, LLC$581M1
9UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$565M1
10Invesco Ltd.$553M1
11NORTHERN TRUST CORP$550M1
12MORGAN STANLEY$526M1
13ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$438M1
14VICTORY CAPITAL MANAGEMENT INC$418M1
15Focus Partners Wealth$392M1
16Legal & General Group Plc$388M1
17Janus Henderson Group Ltd.$356M1
18JANE STREET GROUP, LLC$349M1
19DIMENSIONAL FUND ADVISORS LP$344M1
20FMR LLC$333M1
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC$308M1
22VANGUARD FIDUCIARY TRUST CO$273M1
23DEUTSCHE BANK AG\$270M1
24WELLS FARGO & COMPANY/MN$264M1
25BANK OF AMERICA CORP /DE/$250M1
26Nuveen, LLC$243M1
27LONDON CO OF VIRGINIA$235M1
28JENNISON ASSOCIATES LLC$225M1
29CITADEL ADVISORS LLC$224M1
30Findlay Park Partners LLP$209M1
31Swedbank AB$199M1
32Qube Research & Technologies Ltd$193M1
33PRIMECAP MANAGEMENT CO/CA/$167M1
34WT Asset Management Ltd$163M1
35Man Group plc$158M1
36Alphinity Investment Management Pty Ltd$156M1
37FENIMORE ASSET MANAGEMENT INC$152M1
38DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$149M1
39Swiss National Bank$142M1
40ROYAL BANK OF CANADA$139M1
41BALYASNY ASSET MANAGEMENT L.P.$134M1
42AQR CAPITAL MANAGEMENT LLC$133M1
43UBS Group AG$129M1
44EARNEST PARTNERS LLC$127M1
45MACKENZIE FINANCIAL CORP$126M1
46Madison Asset Management, LLC$119M1
47PRUDENTIAL FINANCIAL INC$117M1
48Point72 Asset Management, L.P.$117M1
49BARCLAYS PLC$116M1
50Mitsubishi UFJ Asset Management Co., Ltd.$110M1
511832 Asset Management L.P.$109M1
52ANTIPODES PARTNERS Ltd$107M1
53Vanguard Global Advisers, LLC$106M1
54ENVESTNET ASSET MANAGEMENT INC$104M1
55Assenagon Asset Management S.A.$96.9M1
56HSBC HOLDINGS PLC$96.5M1
57Giverny Capital Inc.$91.3M1
58Quantinno Capital Management LP$91.2M1
59SEI INVESTMENTS CO$89.2M1
60NOMURA ASSET MANAGEMENT CO LTD$88.5M1
61National Pension Service$86.2M1
62VANGUARD ASSET MANAGEMENT, Ltd$85.1M1
63CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$83.8M1
64TD ASSET MANAGEMENT INC$79.6M1
65FIL Ltd$78.0M1
66Candriam S.C.A.$76.6M1
67RAYMOND JAMES FINANCIAL INC$72.8M1
68SCHRODER INVESTMENT MANAGEMENT GROUP$70.8M1
69Styrax Capital, LP$70.6M1
70CITIGROUP INC$69.4M1
71SNYDER CAPITAL MANAGEMENT L P$63.9M1
72SEB Asset Management AB$58.6M1
73WEDGE CAPITAL MANAGEMENT L L P/NC$58.0M1
74PRINCIPAL FINANCIAL GROUP INC$57.9M1
75ARIEL INVESTMENTS, LLC$57.7M1
76UniSuper Management Pty Ltd$56.6M1
77Alyeska Investment Group, L.P.$55.2M1
78Zurich Insurance Group Ltd/FI$53.7M1
79Cartenna Capital, LP$53.7M1
80FIRST MANHATTAN CO. LLC.$52.6M1
81ALLIANCEBERNSTEIN L.P.$51.4M1
82Aberdeen Group plc$50.9M1
83CONFLUENCE INVESTMENT MANAGEMENT LLC$50.7M1
84CIBC Bancorp USA Inc.$48.6M1
85Rockefeller Capital Management L.P.$48.6M1
86PANAGORA ASSET MANAGEMENT INC$47.7M1
87CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$47.4M1
88Universal- Beteiligungs- und Servicegesellschaft mbH$47.2M1
89Electron Capital Partners, LLC$46.6M1
90Robeco Institutional Asset Management B.V.$46.3M1
91EP Wealth Advisors, LLC$43.4M1
92STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$43.3M1
93BNP Paribas Asset Management Holding S.A.$43.0M1
94LAZARD ASSET MANAGEMENT LLC$42.8M1
95AVIVA PLC$41.9M1
96NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$41.7M1
97ADAGE CAPITAL PARTNERS GP, L.L.C.$39.1M1
98Vontobel Holding Ltd.$38.5M1
99TEACHER RETIREMENT SYSTEM OF TEXAS$38.1M1
100Talos Eurisko Asset Management LP$36.9M1
101Covea Finance$36.4M1
102BANK OF MONTREAL /CAN/$35.8M1
103Korea Investment CORP$35.3M1
104NATIONAL BANK OF CANADA /FI/$33.0M1
105OSTERWEIS CAPITAL MANAGEMENT INC$32.6M1
106INTECH INVESTMENT MANAGEMENT LLC$32.5M1
107VOYA INVESTMENT MANAGEMENT LLC$32.5M1
108Main Street Research LLC$31.9M1
109MILLENNIUM MANAGEMENT LLC$31.6M1
110Gotham Asset Management, LLC$30.9M1
111Oribel Capital Management, LP$29.9M1
112COMMERCE BANK$29.7M1
113NEW YORK STATE COMMON RETIREMENT FUND$29.1M1
114WEYBOSSET RESEARCH & MANAGEMENT LLC$28.7M1
115NORDEA INVESTMENT MANAGEMENT AB$28.5M1
116STATE OF WISCONSIN INVESTMENT BOARD$28.0M1
117NOMURA HOLDINGS INC$27.0M1
118Pictet Asset Management Holding SA$26.9M1
119CAPITOLIS LIQUID GLOBAL MARKETS LLC$26.3M1
120AustralianSuper Pty Ltd$26.3M1
121MANUFACTURERS LIFE INSURANCE COMPANY, THE$26.0M1
122Leeward Investments, LLC - MA$25.8M1
123Science & Technology Partners, L.P.$24.4M1
124Chevy Chase Trust Holdings, LLC$24.2M1
125Vanguard Investments Australia, Ltd.$24.2M1
126Corient Private Wealth LLC$23.9M1
127Asset Management One Co., Ltd.$23.3M1
128DANSKE BANK A/S$23.2M1
129Willis Investment Counsel$22.9M1
130ROYAL LONDON ASSET MANAGEMENT LTD$22.8M1
131CLIFFORD SWAN INVESTMENT COUNSEL LLC$22.7M1
132KINGDON CAPITAL MANAGEMENT, L.L.C.$22.6M1
133TORONTO DOMINION BANK$22.4M1
134Highlander Partners, L.P.$22.4M1
135NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$22.3M1
136BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$22.3M1
137Robeco Schweiz AG$22.2M1
138Creative Planning$21.7M1
139Compagnie Lombard Odier SCmA$21.6M1
140APG Asset Management N.V.$21.5M1
141Bridgewater Associates, LP$21.3M1
142Rokos Capital Management LLP$21.2M1
143MCRAE CAPITAL MANAGEMENT INC$21.1M1
144AMERICAN CENTURY COMPANIES INC$21.1M1
145RBO & CO LLC$20.3M1
146NATIXIS$19.7M1
147Capital International Sarl$19.3M1
148KLP KAPITALFORVALTNING AS$18.7M1
149Mirae Asset Global Investments Co., Ltd.$18.1M1
150ING GROEP NV$17.9M1
151FIFTH THIRD BANCORP$17.6M1
152Mariner, LLC$17.1M1
153LPL Financial LLC$17.0M1
154Illinois Municipal Retirement Fund$16.5M1
155Crown Oak Advisors, LLC$16.5M1
156Stephens Investment Management Group LLC$16.4M1
157State of New Jersey Common Pension Fund D$16.4M1
158Varma Mutual Pension Insurance Co$16.3M1
159Tidal Investments LLC$16.3M1
160OSSIAM$16.1M1
161IEQ CAPITAL, LLC$15.9M1
162Empowered Funds, LLC$15.9M1
163FIRST TRUST ADVISORS LP$15.9M1
164LMR Partners LLP$15.8M1
165Ensign Peak Advisors, Inc$15.8M1
166Lansforsakringar Fondforvaltning AB (publ)$15.7M1
167Daiwa Securities Group Inc.$15.7M1
168Calamos Advisors LLC$15.5M1
169May Hill Capital, LLC$15.4M1
170Resona Asset Management Co.,Ltd.$15.1M1
171Foyston, Gordon & Payne Inc$14.9M1
172Danica Pension, Livsforsikringsaktieselskab$14.5M1
173Allianz Asset Management GmbH$14.4M1
174Tredje AP-fonden$14.4M1
175Tairen Capital Ltd$14.2M1
176CANADA PENSION PLAN INVESTMENT BOARD$14.1M1
177FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$13.6M1
178J. Safra Sarasin Holding AG$13.3M1
179Czech National Bank$13.2M1
180Arizona State Retirement System$13.2M1
181Bank Julius Baer & Co. Ltd, Zurich$13.1M1
182BOOTHBAY FUND MANAGEMENT, LLC$13.0M1
183LMCG INVESTMENTS, LLC$12.9M1
184Baird Financial Group, Inc.$12.9M1
185PRUDENTIAL PLC$12.8M1
186STATE OF MICHIGAN RETIREMENT SYSTEM$12.7M1
187US BANCORP \DE\$12.0M1
188Zurcher Kantonalbank (Zurich Cantonalbank)$11.8M1
189Rafferty Asset Management, LLC$11.8M1
190CIBC Asset Management Inc$11.6M1
191HEARTLAND ADVISORS INC$11.5M1
192MetLife Investment Management, LLC$11.3M1
193COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$11.3M1
194Woodline Partners LP$11.2M1
195Sequoia Financial Advisors, LLC$11.2M1
196Cardinal Capital Management$11.1M1
197BANK OF NOVA SCOTIA$11.0M1
198DnB Asset Management AS$10.9M1
199FIRETRAIL INVESTMENTS PTY LTD$10.9M1
200OCCUDO QUANTITATIVE STRATEGIES LP$10.8M1
201Defiance ETFs, LLC$10.8M1
202XPONANCE LLC$10.8M1
203Swiss Life Asset Management Ltd$10.7M1
204CREDIT AGRICOLE S A$10.6M1
205CAPITAL INTERNATIONAL LTD /CA/$10.5M1
206Granite Investment Partners, LLC$10.5M1
207Capital International, Inc./CA/$10.5M1
208Retirement Systems of Alabama$10.3M1
209USS Investment Management Ltd$10.3M1
210Texas Yale Capital Corp.$10.2M1
211OPPENHEIMER ASSET MANAGEMENT INC.$10.1M1
212CHAPIN DAVIS, INC.$10.0M1
213Dakota Wealth Management$9.8M1
214IFM Investors Pty Ltd$9.7M1
215Kintegral Advisory, LLC$9.5M1
216Eurizon Capital SGR S.p.A.$9.4M1
217O'SHAUGHNESSY ASSET MANAGEMENT, LLC$9.4M1
218MERCER GLOBAL ADVISORS INC /ADV$9.4M1
219SANDLER CAPITAL MANAGEMENT$9.3M1
220Sumitomo Mitsui DS Asset Management Company, Ltd$9.3M1
221Cerity Partners LLC$9.3M1
222ProShare Advisors LLC$8.8M1
223Groupe la Francaise$8.8M1
224STOREBRAND ASSET MANAGEMENT AS$8.8M1
225Cetera Investment Advisers$8.8M1
226FRANKLIN RESOURCES INC$8.7M1
227Iyo Bank, Ltd.$8.7M1
228STIFEL FINANCIAL CORP$8.7M1
229PUBLIC SECTOR PENSION INVESTMENT BOARD$8.7M1
230NISA INVESTMENT ADVISORS, LLC$8.3M1
231Vanguard Personalized Indexing Management, LLC$7.9M1
232Utah Retirement Systems$7.9M1
233Fideuram Asset Management (Ireland) dac$7.8M1
234FIRST NATIONAL BANK OF OMAHA$7.8M1
235Schonfeld Strategic Advisors LLC$7.6M1
236TWINBEECH CAPITAL LP$7.4M1
237Engineers Gate Manager LP$7.3M1
238NEW YORK LIFE INVESTMENT MANAGEMENT LLC$7.3M1
239ODDO BHF ASSET MANAGEMENT SAS$7.2M1
240OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$7.0M1
241SummitTX Capital, L.P.$7.0M1
242Wealthfront Advisers LLC$7.0M1
243NEOS Investment Management LLC$6.9M1
244Rakuten Investment Management, Inc.$6.9M1
245Trexquant Investment LP$6.8M1
246Ethic Inc.$6.8M1
247BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$6.7M1
248MERIDIAN MANAGEMENT CO$6.6M1
249Lido Advisors, LLC$6.6M1
250Composition Wealth, LLC$6.4M1
251CWM, LLC$6.4M1
252XTX Topco Ltd$6.4M1
253NISSAY ASSET MANAGEMENT CORP /JAPAN$6.3M1
254Andra AP-fonden$6.2M1
255DAVENPORT & Co LLC$6.1M1
256Lifeworks Advisors, LLC$6.1M1
257Meiji Yasuda Asset Management Co Ltd.$6.1M1
258COMMONWEALTH EQUITY SERVICES, LLC$6.1M1
259Concentric Capital Strategies, LP$6.0M1
260DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$5.9M1
261Fisher Funds Management LTD$5.9M1
262MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$5.7M1
263Aquatic Capital Management LLC$5.7M1
264OREGON PUBLIC EMPLOYEES RETIREMENT FUND$5.5M1
265Pathstone Holdings, LLC$5.5M1
266WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5.4M1
267Bryn Mawr Trust Advisors, LLC$5.4M1
268REGIONS FINANCIAL CORP$5.3M1
269Polar Asset Management Partners Inc.$5.3M1
270OMERS ADMINISTRATION Corp$5.2M1
271SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.2M1
272YOUSIF CAPITAL MANAGEMENT, LLC$5.2M1
273MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$5.2M1
274Elo Mutual Pension Insurance Co$5.1M1
275MISSION WEALTH MANAGEMENT, LP$5.1M1
276BRADLEY FOSTER & SARGENT INC/CT$5.1M1
277Paralel Advisors LLC$5.0M1
278OPPENHEIMER & CO INC$5.0M1
279OP Asset Management Ltd$5.0M1
280QRG CAPITAL MANAGEMENT, INC.$5.0M1
281Peregrine Asset Advisers, Inc.$5.0M1
282Avanza Fonder AB$4.9M1
283Squarepoint Ops LLC$4.9M1
284AIA Group Ltd$4.9M1
285Orion Porfolio Solutions, LLC$4.9M1
286JENSEN INVESTMENT MANAGEMENT INC$4.8M1
287MML INVESTORS SERVICES, LLC$4.7M1
288HB Wealth Management, LLC$4.7M1
289TRUIST FINANCIAL CORP$4.7M1
290Virtus Wealth Solutions LLC$4.5M1
291HighTower Advisors, LLC$4.4M1
292Ameritas Investment Partners, Inc.$4.3M1
293Old West Investment Management, LLC$4.2M1
294Polymer Capital Management (US) LLC$4.2M1
295ARMISTICE CAPITAL, LLC$4.2M1
296ASR Vermogensbeheer N.V.$4.2M1
297&PARTNERS$4.0M1
298MACQUARIE GROUP LTD$4.0M1
299WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$4.0M1
300WELLINGTON MANAGEMENT GROUP LLP$3.9M1
301Knollwood Investment Advisory, LLC$3.9M1
302Crossmark Global Holdings, Inc.$3.8M1
303Huntleigh Advisors, Inc.$3.8M1
304MARTINGALE ASSET MANAGEMENT L P$3.7M1
3052Xideas AG$3.7M1
306OSAIC HOLDINGS, INC.$3.7M1
307Mendel Money Management$3.7M1
308Kestra Investment Management, LLC$3.6M1
309NICHOLS & PRATT ADVISERS LLP /MA$3.6M1
310Concurrent Investment Advisors, LLC$3.5M1
311Investment Management Corp of Ontario$3.5M1
312Artemis Wealth Advisors, LLC$3.4M1
313Oak Harvest Investment Services$3.4M1
314Wilmington Savings Fund Society, FSB$3.4M1
315Bell Asset Management Ltd$3.3M1
316Summit Trail Advisors, LLC$3.3M1
317Tower Research Capital LLC (TRC)$3.3M1
318Caprock Group, LLC$3.3M1
319Federation des caisses Desjardins du Quebec$3.3M1
320Laird Norton Wetherby Trust Company, LLC$3.2M1
321Callan Family Office, LLC$3.1M1
322Bridgefront Capital, LLC$3.1M1
323HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$3.0M1
324M&T BANK CORP$3.0M1
325Norinchukin Bank, The$3.0M1
326PARADIGM ASSET MANAGEMENT CO LLC$3.0M1
327MIZUHO SECURITIES USA LLC$2.9M1
328GLENMEDE TRUST CO NA$2.9M1
329Optimize Financial Inc$2.9M1
330Graham Capital Management, L.P.$2.8M1
331Carmignac Gestion$2.8M1
332Jefferies Financial Group Inc.$2.8M1
333Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$2.8M1
334Magnetar Financial LLC$2.8M1
335HARTFORD INVESTMENT MANAGEMENT CO$2.8M1
336QUADRANT CAPITAL GROUP LLC$2.8M1
337Vident Advisory, LLC$2.7M1
338PATTON FUND MANAGEMENT, INC.$2.7M1
339Sanctuary Advisors, LLC$2.6M1
340Osmosis Investment Management UK Ltd$2.6M1
341CHOREO, LLC$2.6M1
342Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$2.6M1
343NewEdge Advisors, LLC$2.6M1
344Donoghue Forlines LLC$2.5M1
345ALLIANZ SE$2.5M1
346Maryland State Retirement & Pension System$2.5M1
347Merit Financial Group, LLC$2.4M1
348Plato Investment Management Ltd$2.4M1
349ABN AMRO INVESTMENT SOLUTIONS$2.4M1
350Capital Group Investment Management Pte. Ltd.$2.3M1
351Moors & Cabot, Inc.$2.3M1
352Havemeyer Place LP$2.3M1
353Private Advisor Group, LLC$2.2M1
354ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$2.2M1
355Metis Global Partners, LLC$2.2M1
356Dynasty Wealth Management, LLC$2.1M1
357Ashton Thomas Private Wealth, LLC$2.1M1
358ELEVATUS WELATH MANAGEMENT$2.1M1
359Dai-ichi Life Insurance Company, Ltd$2.1M1
360BLAIR WILLIAM & CO/IL$2.1M1
361ELEVATION POINT WEALTH PARTNERS, LLC$2.0M1
362TOKIO MARINE ASSET MANAGEMENT CO LTD$2.0M1
363Mengis Capital Management, Inc.$2.0M1
364MUFG Securities EMEA plc$2.0M1
365Atria Investments, Inc$2.0M1
366TEMA ETFS LLC$1.9M1
367Hel Ved Capital Management Ltd$1.9M1
368Trek Financial, LLC$1.9M1
369Machina Capital S.A.S.$1.9M1
370Qsemble Capital Management, LP$1.9M1
371Kovack Advisors, Inc.$1.9M1
372ALPS ADVISORS INC$1.8M1
373Wealthstar Advisors, LLC$1.8M1
374Beacon Pointe Advisors, LLC$1.8M1
375Saudi Central Bank$1.8M1
376Meiji Yasuda Life Insurance Co$1.8M1
377Allworth Financial LP$1.8M1
378AIGEN INVESTMENT MANAGEMENT, LP$1.8M1
379COOKSON PEIRCE & CO INC$1.7M1
380Vinva Investment Management Ltd$1.7M1
381Brown Shipley& Co Ltd$1.7M1
382Kesler, Norman & Wride, LLC$1.7M1
383Empirical Finance, LLC$1.7M1
384TWO SIGMA INVESTMENTS, LP$1.7M1
385BOK Financial Private Wealth, Inc.$1.6M1
386Convergence Investment Partners, LLC$1.6M1
387CIBC WORLD MARKET INC.$1.6M1
388NICOLET BANKSHARES INC$1.6M1
389Chesley Taft & Associates LLC$1.6M1
390TWIN CAPITAL MANAGEMENT INC$1.6M1
391NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.5M1
392Aware Super Pty Ltd as trustee of Aware Super$1.5M1
393UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.5M1
394IPG Investment Advisors LLC$1.5M1
395CONTRAVISORY INVESTMENT MANAGEMENT, INC.$1.5M1
396Integrated Quantitative Investments LLC$1.5M1
397Steward Partners Investment Advisory, LLC$1.5M1
398Taylor Hoffman Capital Management LLC$1.5M1
399First National Advisers, LLC$1.4M1
400OFI INVEST ASSET MANAGEMENT$1.4M1
401North Dakota State Investment Board$1.4M1
402Paradiem, LLC$1.4M1
403AE Wealth Management LLC$1.4M1
404Compass Ion Advisors, LLC$1.4M1
405Focus Partners Advisor Solutions, LLC$1.4M1
406MAI Capital Management$1.4M1
407Kestra Advisory Services, LLC$1.4M1
408Snowden Capital Advisors LLC$1.4M1
409GUYASUTA INVESTMENT ADVISORS INC$1.4M1
410GREENLEAF TRUST$1.3M1
411MUFG SECURITIES AMERICAS INC.$1.3M1
412FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$1.3M1
413EVERGREEN CAPITAL MANAGEMENT LLC$1.3M1
414E Fund Management Co., Ltd.$1.3M1
415SECURIAN ASSET MANAGEMENT, INC$1.3M1
416Apollon Wealth Management, LLC$1.3M1
417Private Advisory Group LLC$1.3M1
418Krilogy Financial LLC$1.3M1
419Savant Capital, LLC$1.3M1
420Trust Investment Advisors$1.2M1
421Texas Capital Bank Wealth Management Services Inc$1.2M1
422SBI Securities Co., Ltd.$1.2M1
423Vestmark Advisory Solutions, Inc.$1.2M1
424WBI INVESTMENTS, LLC$1.2M1
425Maridea Wealth Management LLC$1.2M1
426SEEDS INVESTOR LLC$1.2M1
427Meeder Advisory Services, Inc.$1.2M1
428Haven Private, LLC$1.2M1
429Chicago Partners Investment Group LLC$1.2M1
430Belpointe Asset Management LLC$1.1M1
431Fortis Capital Advisors, LLC$1.1M1
432Global X Japan Co., Ltd.$1.1M1
433AlTi Global, Inc.$1.1M1
434Voleon Capital Management LP$1.1M1
435WIN ADVISORS, INC$1.1M1
436COLDSTREAM CAPITAL MANAGEMENT INC$1.1M1
437SHEETS SMITH WEALTH MANAGEMENT$1.1M1
438STEPHENS INC /AR/$1.1M1
439Cresset Asset Management, LLC$1.1M1
440D. E. Shaw & Co., Inc.$1.1M1
441GROUPAMA ASSET MANAGMENT$1.1M1
442Cynosure Group, LLC$1.1M1
443Lombard Odier Asset Management (Switzerland) SA$1.1M1
444Volterra Technologies LP$1.0M1
445Ratan Capital Management LP$1.0M1
446EXCHANGE TRADED CONCEPTS, LLC$1.0M1
447HANCOCK WHITNEY CORP$1.0M1
448Brevan Howard Capital Management LP$1.0M1
449FULLER & THALER ASSET MANAGEMENT, INC.$1.0M1
450SIGNATUREFD, LLC$1.0M1
451Wedmont Private Capital$981K1
452Johnson Financial Group, Inc.$960K1
453NorthCrest Asset Manangement, LLC$954K1
454Everhart Financial Group, Inc.$950K1
455Sierra Legacy Group$946K1
456FULTON BANK, N.A.$936K1
457Kera Capital Partners, Inc.$925K1
458Intesa Sanpaolo S.p.A.$923K1
459Siemens Fonds Invest GmbH$919K1
460Kingsview Wealth Management, LLC$917K1
461USA FINANCIAL FORMULAS$913K1
462Summit Financial, LLC$906K1
463Aaron Wealth Advisors LLC$906K1
464Oak Thistle LLC$901K1
465DRIVE WEALTH MANAGEMENT, LLC$890K1
466O'Neil Global Advisors, Inc.$885K1
467THOMPSON DAVIS & CO., INC.$878K1
468Generali Asset Management SPA SGR$877K1
469SAGESPRING WEALTH PARTNERS, LLC$858K1
470Vise Technologies, Inc.$856K1
471ZACKS INVESTMENT MANAGEMENT$855K1
472Waverly Advisors, LLC$850K1
473Modern Wealth Management, LLC$849K1
474TECTONIC ADVISORS LLC$849K1
475Werba Rubin Papier Wealth Management$839K1
476KEYBANK NATIONAL ASSOCIATION/OH$836K1
477Frec Markets, Inc.$830K1
478Envestnet Portfolio Solutions, Inc.$827K1
479Curi Capital, LLC$815K1
480TWO SIGMA SECURITIES, LLC$805K1
481Diversified Trust Co$801K1
482Banque Cantonale Vaudoise$793K1
483INTRUST BANK NA$792K1
484Frank, Rimerman Advisors LLC$782K1
485Pinnacle Financial Partners, Inc.$775K1
486FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$768K1
487Stratos Wealth Advisors, LLC$762K1
488Legacy Wealth Asset Management, LLC$761K1
489Ballentine Partners, LLC$760K1
490Rehmann Capital Advisory Group$754K1
491Compound Planning, Inc.$754K1
492OpenArc Corporate Advisory, LLC$747K1
493VestGen Advisors, LLC$743K1
494Brookstone Capital Management$736K1
495CENTRAL TRUST Co$733K1
496Baker Avenue Asset Management, LP$729K1
497CASCADE INVESTMENT GROUP, INC.$725K1
498FIDUCIARY TRUST CO$722K1
499CHESAPEAKE CAPITAL CORP /IL/$719K1
500RMR Wealth Builders$714K1
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)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 KEYS

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for KEYS · financials and macro

Financials — as filed PLANNED

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