Public record / Tickers / KR

KR — KROGER CO

Both disclosure regimes on one name: who in Congress filed about KR, 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
113
all PTR rows naming KR
Members · 12m
4
9 buys · 5 sells · by trade date
Latest PTR
08-06
filed 2026-08-06
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

Greg Landsman · $250K–$500K

Sale · traded 2025-05-09 → filed 2025-05-13. Ranked over every KR row by the provable lower bound, never a point estimate.

4 members · 9 buys / 5 sells

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

11 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

18 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. 18 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING KR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning KR
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-06David J. Taylor R–OH-2PurchaseTraded 07-24 +13d$1K–$15K
2026-08-06David J. Taylor R–OH-2PurchaseTraded 07-24 +13d$1K–$15K
2026-08-05Julie Johnson D–TX-32Purchase · JT (jointly owned)Traded 2025-10-03 LATE·306d$1K–$15K
2026-08-05Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 2025-10-03 LATE·306d$1K–$15K
2026-06-12David J. Taylor R–OH-2PurchaseTraded 06-05 +7d$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 113 ↗

Members active in KR

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing KR 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.
David J. Taylor R–OH-29−$23.0K to $103K2
Julie Johnson D–TX-323−$29.0K to $13.0K4
John Boozman R–AR1$1.0K to $15.0K6
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

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

Congress ↔ notable managers · KR

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

Congress · last 90 days

Buyers
2 David J. Taylor R–OH-2, Julie Johnson D–TX-32 $3K–$45K
Sellers
1 Julie Johnson D–TX-32 $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Adding
1 Caxton Associates $270K held

new + add vs trim + exit, by shares · $ = reported value now, not the change · KROGER CO

Merged timeline of congressional filings and notable-manager moves on KR
DateWhoChangeSize
2026-08-06David J. Taylor CongressPurchase$1K–$15K
2026-08-06David J. Taylor CongressPurchase$1K–$15K
2026-08-05Julie Johnson CongressPurchase$1K–$15K
2026-08-05Julie Johnson CongressSale$1K–$15K
2026-05-15Bridgewater Associates 13Ftrim−24,775 sh
2026-05-15Gotham Asset Management 13Ftrim−241,802 sh
2026-05-14Caxton Associates 13Fnew+3,725 sh

7 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 KR for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$3.8B1
2BERKSHIRE HATHAWAY INC$3.6B1
3VANGUARD CAPITAL MANAGEMENT LLC$2.6B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$2.3B1
5STATE STREET CORP$2.2B1
6WELLINGTON MANAGEMENT GROUP LLP$1.7B1
7GEODE CAPITAL MANAGEMENT, LLC$1.2B1
8FRANKLIN RESOURCES INC$1.1B1
9FMR LLC$1.0B1
10GQG Partners LLC$922M1
11MORGAN STANLEY$910M1
12DIMENSIONAL FUND ADVISORS LP$890M1
13NORTHERN TRUST CORP$465M1
14NORDEA INVESTMENT MANAGEMENT AB$458M1
15BANK OF AMERICA CORP /DE/$437M1
16Invesco Ltd.$432M1
17Legal & General Group Plc$382M1
18UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$380M1
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC$345M1
20AQR CAPITAL MANAGEMENT LLC$345M1
21AMERIPRISE FINANCIAL INC$317M1
22Bank of New York Mellon Corp$281M1
23UBS Group AG$249M1
24Amundi$241M1
25VANGUARD FIDUCIARY TRUST CO$236M1
26RAYMOND JAMES FINANCIAL INC$183M1
27ROYAL BANK OF CANADA$171M1
28Allianz Asset Management GmbH$166M1
29STATE OF MICHIGAN RETIREMENT SYSTEM$165M1
30AMERICAN CENTURY COMPANIES INC$164M1
31BARCLAYS PLC$162M1
32DEUTSCHE BANK AG\$154M1
33Holocene Advisors, LP$152M1
34Robeco Institutional Asset Management B.V.$131M1
35Swiss National Bank$128M1
36Swedbank AB$114M1
37Sumitomo Mitsui Trust Group, Inc.$105M1
38River Road Asset Management, LLC$105M1
39Ensign Peak Advisors, Inc$104M1
40VOLORIDGE INVESTMENT MANAGEMENT, LLC$104M1
41National Pension Service$104M1
42Vanguard Global Advisers, LLC$102M1
43Mitsubishi UFJ Asset Management Co., Ltd.$96.1M1
44CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$94.6M1
45SEI INVESTMENTS CO$93.7M1
46BNP Paribas Asset Management Holding S.A.$92.0M1
47Nuveen, LLC$91.8M1
48HSBC HOLDINGS PLC$89.3M1
49SCHRODER INVESTMENT MANAGEMENT GROUP$89.0M1
50CITIGROUP INC$88.2M1
51VANGUARD ASSET MANAGEMENT, Ltd$86.7M1
52WELLS FARGO & COMPANY/MN$80.1M1
53TODD ASSET MANAGEMENT LLC$73.7M1
54BANK OF MONTREAL /CAN/$69.8M1
55Universal- Beteiligungs- und Servicegesellschaft mbH$68.8M1
56VICTORY CAPITAL MANAGEMENT INC$58.5M1
57Birch Hill Investment Advisors LLC$57.3M1
58ENVESTNET ASSET MANAGEMENT INC$54.6M1
59Mitsubishi UFJ Trust & Banking Corp$53.8M1
60PRINCIPAL FINANCIAL GROUP INC$53.7M1
61Connor, Clark & Lunn Investment Management Ltd.$52.7M1
62LPL Financial LLC$51.3M1
63D. E. Shaw & Co., Inc.$49.0M1
64CITADEL ADVISORS LLC$47.5M1
65PFA Pension, Forsikringsaktieselskab$47.2M1
66PRUDENTIAL FINANCIAL INC$45.8M1
67STIFEL FINANCIAL CORP$44.9M1
68O'SHAUGHNESSY ASSET MANAGEMENT, LLC$44.1M1
69Quantinno Capital Management LP$43.4M1
70FEDERATED HERMES, INC.$42.9M1
71ALLIANCEBERNSTEIN L.P.$42.5M1
72Korea Investment CORP$42.4M1
73CANADA PENSION PLAN INVESTMENT BOARD$42.2M1
74NATIONAL BANK OF CANADA /FI/$42.0M1
75JUPITER ASSET MANAGEMENT LTD$41.2M1
76TEACHER RETIREMENT SYSTEM OF TEXAS$40.8M1
77FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$40.4M1
78STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$37.7M1
79AVIVA PLC$37.3M1
80Zurcher Kantonalbank (Zurich Cantonalbank)$36.8M1
81Tidal Investments LLC$35.2M1
82CONNING INC.$35.1M1
83Illinois Municipal Retirement Fund$34.8M1
84DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$33.6M1
85MACKENZIE FINANCIAL CORP$33.0M1
86MERCER GLOBAL ADVISORS INC /ADV$32.0M1
87COMMONWEALTH EQUITY SERVICES, LLC$31.4M1
88LIBERTY ONE INVESTMENT MANAGEMENT, LLC$29.8M1
89Aberdeen Group plc$29.4M1
90Cerity Partners LLC$29.1M1
91MARTINGALE ASSET MANAGEMENT L P$28.8M1
92Pictet Asset Management Holding SA$28.6M1
93SUSQUEHANNA INTERNATIONAL GROUP, LLP$28.0M1
94Corient Private Wealth LLC$27.6M1
95DnB Asset Management AS$26.5M1
96Asset Management One Co., Ltd.$26.2M1
97M&G Plc$25.2M1
98STATE OF WISCONSIN INVESTMENT BOARD$24.8M1
99AUXIER ASSET MANAGEMENT LLC$24.6M1
100BANK OF NOVA SCOTIA$24.6M1
101MILLENNIUM MANAGEMENT LLC$24.4M1
102Richard C. Young & CO., LTD.$24.3M1
103ROYAL LONDON ASSET MANAGEMENT LTD$23.4M1
104Verition Fund Management LLC$23.3M1
105Tredje AP-fonden$22.8M1
106Cetera Investment Advisers$22.5M1
107WINTON GROUP Ltd$22.2M1
108MANUFACTURERS LIFE INSURANCE COMPANY, THE$22.1M1
109Vanguard Investments Australia, Ltd.$21.7M1
110Chevy Chase Trust Holdings, LLC$20.8M1
111NOMURA ASSET MANAGEMENT CO LTD$20.7M1
112Creative Planning$20.3M1
113PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$20.3M1
114Resona Asset Management Co.,Ltd.$20.2M1
115US BANCORP \DE\$20.1M1
116Distillate Capital Partners LLC$20.0M1
117APG Asset Management N.V.$19.4M1
118Kesler, Norman & Wride, LLC$19.2M1
119Moran Wealth Management, LLC$18.6M1
120Livforsakringsbolaget Skandia, Omsesidigt$18.6M1
121ADAGE CAPITAL PARTNERS GP, L.L.C.$17.8M1
122BECKER CAPITAL MANAGEMENT INC$17.3M1
123Trexquant Investment LP$17.1M1
124Banco Santander, S.A.$16.9M1
125BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$16.9M1
126HighTower Advisors, LLC$16.8M1
127Empowered Funds, LLC$16.1M1
128Baird Financial Group, Inc.$15.9M1
129STOREBRAND ASSET MANAGEMENT AS$15.6M1
130Susquehanna Portfolio Strategies, LLC$15.5M1
131Wealthfront Advisers LLC$15.4M1
132TD ASSET MANAGEMENT INC$15.4M1
133Man Group plc$15.3M1
134WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$15.3M1
135Focus Partners Wealth$15.2M1
136Calamos Advisors LLC$15.2M1
137Investment Management Corp of Ontario$15.0M1
138American Assets Investment Management, LLC$14.9M1
139State of New Jersey Common Pension Fund D$14.9M1
140Bridgewater Associates, LP$14.8M1
141Townsend & Associates, Inc$14.6M1
142ZEVIN ASSET MANAGEMENT LLC$14.1M1
143Assenagon Asset Management S.A.$14.1M1
144Daiwa Securities Group Inc.$13.8M1
145Ledyard National Bank$13.8M1
146NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$13.5M1
147TD Waterhouse Canada Inc.$13.5M1
148Aware Super Pty Ltd as trustee of Aware Super$13.4M1
149QRG CAPITAL MANAGEMENT, INC.$13.4M1
150Buck Wealth Strategies, LLC$13.4M1
151INTECH INVESTMENT MANAGEMENT LLC$13.4M1
152Eurizon Capital SGR S.p.A.$13.3M1
153Walleye Capital LLC$12.9M1
154Federation des caisses Desjardins du Quebec$12.9M1
155Gotham Asset Management, LLC$12.9M1
156TRUIST FINANCIAL CORP$12.7M1
157ASR Vermogensbeheer N.V.$12.7M1
158CUTLER INVESTMENT COUNSEL LLC$12.7M1
159GLENMEDE TRUST CO NA$12.6M1
160FIRST TRUST ADVISORS LP$12.5M1
161TORONTO DOMINION BANK$12.5M1
162JOHNSON INVESTMENT COUNSEL INC$12.3M1
163Grantham, Mayo, Van Otterloo & Co. LLC$12.1M1
164Empower Advisory Group, LLC$12.0M1
165Arizona State Retirement System$11.9M1
166GW HENSSLER & ASSOCIATES LTD$11.8M1
167Miramar Capital, LLC$11.5M1
168Czech National Bank$11.5M1
169CIBC Asset Management Inc$11.2M1
170CIBC Bancorp USA Inc.$11.0M1
171MEYER HANDELMAN CO$11.0M1
172FIFTH THIRD BANCORP$10.9M1
173MONARCH CAPITAL MANAGEMENT INC$10.8M1
174Weiss Asset Management LP$10.8M1
175ALTRINSIC GLOBAL ADVISORS LLC$10.6M1
176OSAIC HOLDINGS, INC.$10.4M1
177Uncommon Cents Investing LLC$10.2M1
178&PARTNERS$10.2M1
179Northwest & Ethical Investments L.P.$10.0M1
180Te Ahumairangi Investment Management Ltd$9.9M1
181MetLife Investment Management, LLC$9.8M1
182COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$9.8M1
183AIA Group Ltd$9.8M1
184Cambridge Financial Group, Inc.$9.8M1
185Vanguard Personalized Indexing Management, LLC$9.7M1
186XPONANCE LLC$9.6M1
187Waverly Advisors, LLC$9.4M1
188Mirae Asset Global Investments Co., Ltd.$9.4M1
189Pathstone Holdings, LLC$9.1M1
190ADVOCATE GROUP LLC$9.0M1
191Retirement Systems of Alabama$8.9M1
192Vinva Investment Management Ltd$8.9M1
193VOYA INVESTMENT MANAGEMENT LLC$8.8M1
194IFM Investors Pty Ltd$8.7M1
195Swiss Life Asset Management Ltd$8.3M1
196KWMG, LLC$8.3M1
197United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$8.2M1
198BURNEY CO/$8.2M1
199WORLDQUANT MILLENNIUM ADVISORS LLC$8.1M1
200Steward Partners Investment Advisory, LLC$8.1M1
201NatWest Group plc$8.1M1
202Kestra Advisory Services, LLC$8.0M1
203BLAIR WILLIAM & CO/IL$7.9M1
204Sanctuary Advisors, LLC$7.8M1
205ProShare Advisors LLC$7.8M1
206Orion Porfolio Solutions, LLC$7.7M1
207MACQUARIE GROUP LTD$7.7M1
208Providence Capital Advisors, LLC$7.6M1
209Palmer Knight Co$7.6M1
210SteelPeak Wealth, LLC$7.5M1
211Advanced Asset Management Advisors Inc$7.4M1
212USS Investment Management Ltd$7.4M1
213FIL Ltd$7.3M1
214BARTLETT & CO. WEALTH MANAGEMENT LLC$7.3M1
215Berger Financial Group, Inc$7.2M1
216EVERGREEN CAPITAL MANAGEMENT LLC$7.0M1
217Twin Tree Management, LP$7.0M1
218Dupree Financial Group, LLC$7.0M1
219Empirical Finance, LLC$7.0M1
220MAI Capital Management$6.9M1
221Squarepoint Ops LLC$6.9M1
222Utah Retirement Systems$6.8M1
223Candriam S.C.A.$6.8M1
224PUBLIC SECTOR PENSION INVESTMENT BOARD$6.6M1
225MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$6.6M1
226Caprock Group, LLC$6.5M1
227DAYMARK WEALTH PARTNERS, LLC$6.5M1
228Beverly Hills Private Wealth, LLC$6.5M1
229Dai-ichi Life Insurance Company, Ltd$6.5M1
230Rakuten Investment Management, Inc.$6.4M1
231Sumitomo Mitsui DS Asset Management Company, Ltd$6.4M1
232NEOS Investment Management LLC$6.3M1
233Janus Henderson Group Ltd.$6.3M1
234SPRING CAPITAL MANAGEMENT, LLC$6.3M1
235FLPUTNAM INVESTMENT MANAGEMENT CO$6.3M1
236NEW YORK LIFE INVESTMENT MANAGEMENT LLC$6.3M1
237Parcion Private Wealth LLC$6.2M1
238TWO SIGMA INVESTMENTS, LP$6.1M1
239Summit Trail Advisors, LLC$6.1M1
240BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$6.0M1
241Arjuna Capital$6.0M1
242Lifeworks Advisors, LLC$6.0M1
243YOUSIF CAPITAL MANAGEMENT, LLC$5.8M1
244Mariner, LLC$5.7M1
245Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.7M1
246Elgethun Capital Management$5.7M1
247MANNING & NAPIER ADVISORS LLC$5.6M1
248NISSAY ASSET MANAGEMENT CORP /JAPAN$5.6M1
249Dana Investment Advisors, Inc.$5.4M1
250Avanza Fonder AB$5.2M1
251CREDIT AGRICOLE S A$5.2M1
252Howard Capital Management, LLC$5.1M1
253VISTA INVESTMENT PARTNERS LLC$5.1M1
254Avior Wealth Management, LLC$5.0M1
255B. Metzler seel. Sohn & Co. AG$5.0M1
256Mediolanum International Funds Ltd$4.9M1
257ALTA CAPITAL MANAGEMENT LLC/$4.9M1
258Ethic Inc.$4.9M1
259CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$4.8M1
260Baker Ellis Asset Management LLC$4.8M1
261OREGON PUBLIC EMPLOYEES RETIREMENT FUND$4.8M1
262JENSEN INVESTMENT MANAGEMENT INC$4.8M1
263Joseph Group Capital Management$4.8M1
264MML INVESTORS SERVICES, LLC$4.7M1
265OP Asset Management Ltd$4.7M1
266SCS Capital Management LLC$4.6M1
267Hennion & Walsh Asset Management, Inc.$4.6M1
268FOURPATH CAPITAL MANAGEMENT, LLC$4.6M1
269NewEdge Advisors, LLC$4.5M1
270MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.5M1
271GLOBALT Investments LLC / GA$4.5M1
272PINNACLE ASSOCIATES LTD$4.4M1
273PLATINUM INVESTMENT MANAGEMENT LTD$4.4M1
274Qsemble Capital Management, LP$4.4M1
275CWM, LLC$4.4M1
276Linden Thomas Advisory Services, LLC$4.4M1
277M&T BANK CORP$4.2M1
278Insight Wealth Strategies, LLC$4.1M1
279Seneca House Advisors$4.1M1
280Sowell Financial Services LLC$4.0M1
281Resonant Capital Advisors, LLC$4.0M1
282WESTPAC BANKING CORP$4.0M1
283UniSuper Management Pty Ltd$4.0M1
284COLDSTREAM CAPITAL MANAGEMENT INC$4.0M1
285apricus wealth, LLC$4.0M1
286FOUNDATIONS INVESTMENT ADVISORS, LLC$4.0M1
287GWN SECURITIES INC.$3.9M1
288Prospera Financial Services Inc$3.9M1
289L2 Asset Management, LLC$3.9M1
290EVOLVE PRIVATE WEALTH, LLC$3.9M1
291BOCHK Asset Management Ltd$3.8M1
292Crossmark Global Holdings, Inc.$3.8M1
293Royal Fund Management, LLC$3.7M1
294MARIETTA INVESTMENT PARTNERS LLC$3.6M1
295MONEY CONCEPTS CAPITAL CORP$3.6M1
296Sequoia Financial Advisors, LLC$3.6M1
297Y-Intercept (Hong Kong) Ltd$3.6M1
298Rockefeller Capital Management L.P.$3.5M1
299Merit Financial Group, LLC$3.5M1
300NAVELLIER & ASSOCIATES INC$3.5M1
301Arvest Bank Trust Division$3.4M1
302Laird Norton Wetherby Trust Company, LLC$3.4M1
303Marshall Financial Group, LLC$3.4M1
304Cypress Capital, LLC$3.4M1
305SGL Investment Advisors, Inc.$3.3M1
306VISTA INVESTMENT PARTNERS II, LLC$3.3M1
307Callan Family Office, LLC$3.3M1
308FULLER & THALER ASSET MANAGEMENT, INC.$3.3M1
309RITHOLTZ WEALTH MANAGEMENT$3.3M1
310Horrell Capital Management, Inc.$3.2M1
311Mengis Capital Management, Inc.$3.2M1
312Jefferies Financial Group Inc.$3.2M1
313Lombard Odier Asset Management (Switzerland) SA$3.2M1
314MONETA GROUP INVESTMENT ADVISORS LLC$3.2M1
315Finivi Inc.$3.2M1
316NOMURA HOLDINGS INC$3.1M1
317OLD NATIONAL BANCORP /IN/$3.1M1
318GUGGENHEIM CAPITAL LLC$3.1M1
319Game Creek Capital, LP$3.0M1
320CHOREO, LLC$3.0M1
321NATIXIS$3.0M1
322Bank OZK$3.0M1
323Family Manage LLC$3.0M1
324AE Wealth Management LLC$2.9M1
325Midwest Trust Co$2.9M1
326Allworth Financial LP$2.8M1
327COMMERCE BANK$2.8M1
328JANE STREET GROUP, LLC$2.8M1
329Rafferty Asset Management, LLC$2.8M1
330Alaethes Wealth, LLC$2.8M1
331TWIN CAPITAL MANAGEMENT INC$2.7M1
332Railway Pension Investments Ltd$2.7M1
333HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$2.6M1
334NAPLES GLOBAL ADVISORS, LLC$2.6M1
335Great Lakes Retirement, Inc.$2.6M1
336BAHL & GAYNOR INC$2.6M1
337True North Advisors, LLC$2.6M1
338MIZUHO SECURITIES USA LLC$2.5M1
339OMERS ADMINISTRATION Corp$2.5M1
340Independent Advisor Alliance$2.5M1
341Vectors Research Management, LLC$2.5M1
342Norinchukin Bank, The$2.5M1
343Fideuram Asset Management (Ireland) dac$2.5M1
344Acropolis Investment Management, LLC$2.4M1
345Banque Cantonale Vaudoise$2.4M1
346HARTFORD INVESTMENT MANAGEMENT CO$2.4M1
347FIDELIS CAPITAL PARTNERS, LLC$2.4M1
348Vident Advisory, LLC$2.4M1
349Octavia Wealth Advisors, LLC$2.4M1
350EP Wealth Advisors, LLC$2.4M1
351Millington Financial Advisors, LLC$2.4M1
352PRECEDENT WEALTH PARTNERS, LLC$2.4M1
353Aperture Investors, LLC$2.3M1
354Secure Asset Management, LLC$2.3M1
355Mendel Capital Management LLC$2.3M1
356INTRUST BANK NA$2.3M1
357Generali Asset Management SPA SGR$2.3M1
358Savvy Advisors, Inc.$2.3M1
359ALTFEST L J & CO INC$2.3M1
360ABN AMRO INVESTMENT SOLUTIONS$2.3M1
361Atria Investments, Inc$2.2M1
362Caldwell Trust Co$2.2M1
363BCGM Wealth Management, LLC$2.2M1
364TRUSTMARK BANK TRUST DEPARTMENT$2.2M1
365RBF Capital, LLC$2.2M1
366D.A. DAVIDSON & CO.$2.1M1
367Ashton Thomas Private Wealth, LLC$2.1M1
368Maryland State Retirement & Pension System$2.1M1
369PRIVATE MANAGEMENT GROUP INC$2.1M1
370GREENLEAF TRUST$2.0M1
371Clearstead Advisors, LLC$2.0M1
372Lakeside Advisors, INC.$2.0M1
373Weaver C. Barksdale & Associates, Inc.$2.0M1
374Brookstone Capital Management$2.0M1
375Stratos Wealth Partners, LTD.$1.9M1
376NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.9M1
377WRIGHT INVESTORS SERVICE INC$1.9M1
378COOKSON PEIRCE & CO INC$1.9M1
379Vise Technologies, Inc.$1.9M1
380Brooklyn Investment Group$1.9M1
381FIRST BUSINESS FINANCIAL SERVICES, INC.$1.9M1
382Savant Capital, LLC$1.9M1
383Kintegral Advisory, LLC$1.9M1
384HB Wealth Management, LLC$1.9M1
385Laurion Capital Management LP$1.9M1
386Allspring Global Investments Holdings, LLC$1.9M1
387Advisors Asset Management, Inc.$1.9M1
388POWER WEALTH MANAGEMENT LLC$1.8M1
389AG2R LA MONDIALE GESTION D'ACTIFS$1.8M1
390Elo Mutual Pension Insurance Co$1.8M1
391MIDDLETON & CO INC/MA$1.8M1
392KCM INVESTMENT ADVISORS LLC$1.8M1
393SIGNATUREFD, LLC$1.8M1
394BARINGS LLC$1.8M1
395MGO ONE SEVEN LLC$1.8M1
396Arax Advisory Partners$1.7M1
397Sigma Planning Corp$1.7M1
398MUFG Securities EMEA plc$1.7M1
399W ADVISORS, LLC$1.7M1
400COURIER CAPITAL LLC$1.7M1
401UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.7M1
402Woodline Partners LP$1.7M1
403EXCHANGE TRADED CONCEPTS, LLC$1.7M1
404Roof Eidam Maycock Peralta, LLC$1.7M1
405BROWN ADVISORY INC$1.7M1
406SIERRA SUMMIT ADVISORS LLC$1.7M1
4071834 INVESTMENT ADVISORS CO$1.6M1
408Buckley Wealth Management, LLC$1.6M1
409Sarasin & Partners LLP$1.6M1
410FIDUCIARY TRUST CO$1.6M1
411Saudi Central Bank$1.6M1
412Private Wealth Partners, LLC$1.6M1
413QUADRANT CAPITAL GROUP LLC$1.6M1
414TOKIO MARINE ASSET MANAGEMENT CO LTD$1.6M1
415PATTEN & PATTEN INC/TN$1.6M1
416Maia Wealth LLC$1.5M1
417denkapparat Operations GmbH$1.5M1
418Bonfire Financial$1.5M1
419Beacon Pointe Advisors, LLC$1.5M1
420Ascent Group, LLC$1.5M1
421KEYBANK NATIONAL ASSOCIATION/OH$1.5M1
422Advisor OS, LLC$1.5M1
423KESTRA PRIVATE WEALTH SERVICES, LLC$1.5M1
424Private Advisor Group, LLC$1.5M1
425Equitable Holdings, Inc.$1.5M1
426CROBAN$1.4M1
427Global Financial Private Client, LLC$1.4M1
428Meeder Advisory Services, Inc.$1.4M1
429Sterling Capital Management LLC$1.4M1
430Voleon Capital Management LP$1.4M1
431ADAMSBROWN WEALTH CONSULTANTS LLC$1.4M1
432STEPHENS INC /AR/$1.4M1
433HENGEHOLD CAPITAL MANAGEMENT LLC$1.4M1
434TOCQUEVILLE ASSET MANAGEMENT L.P.$1.4M1
435XTX Topco Ltd$1.4M1
436Verdence Capital Advisors LLC$1.4M1
437INSPIRION WEALTH ADVISORS, LLC$1.4M1
438MEEDER ASSET MANAGEMENT INC$1.4M1
439Systematic Alpha Investments, LLC$1.4M1
440Alphadyne Asset Management LP$1.4M1
441WHITENER CAPITAL MANAGEMENT, INC.$1.3M1
442NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.3M1
443Lebenthal Global Advisors, LLC$1.3M1
444Engineers Gate Manager LP$1.3M1
445Drake & Associates, LLC$1.3M1
446Dynamic Technology Lab Private Ltd$1.3M1
447Hilltop National Bank$1.3M1
448Gerald Baker Financial Group LLC$1.3M1
449AXQ CAPITAL, LP$1.3M1
450ALLIANZ SE$1.3M1
451Vanguard National Trust Co$1.3M1
452Applied Finance Capital Management, LLC$1.3M1
453Goelzer Investment Management, Inc.$1.3M1
454North Dakota State Investment Board$1.3M1
455MRWM Advisors, LLC$1.3M1
456RWA WEALTH PARTNERS, LLC$1.3M1
457Pinnacle Financial Partners, Inc.$1.3M1
458Oxbow Advisors, LLC$1.2M1
459Choate Investment Advisors$1.2M1
460ASSETMARK, INC$1.2M1
461Metis Global Partners, LLC$1.2M1
462BARLOW WEALTH PARTNERS, LLC$1.2M1
463Aptus Capital Advisors, LLC$1.2M1
464CAPITOLIS LIQUID GLOBAL MARKETS LLC$1.2M1
465OmniStar Financial Group, Inc.$1.2M1
466Waterfront Wealth Inc.$1.2M1
467Crew Capital Management, Ltd$1.2M1
468CIBC WORLD MARKET INC.$1.2M1
469Traynor Capital Management, Inc.$1.2M1
470Meiji Yasuda Asset Management Co Ltd.$1.2M1
471Numerai GP LLC$1.2M1
472Fisher Asset Management, LLC$1.2M1
473PARSONS CAPITAL MANAGEMENT INC/RI$1.2M1
474SECURIAN ASSET MANAGEMENT, INC$1.1M1
475FIDUCIARY FAMILY OFFICE, LLC$1.1M1
476ROMANO BROTHERS AND COMPANY$1.1M1
477Quadrature Capital Ltd$1.1M1
478Kimelman & Baird, LLC$1.1M1
479Richard Bernstein Advisors LLC$1.1M1
480Capital Investment Counsel, Inc$1.1M1
481Independent Wealth Network Inc.$1.1M1
482Proactive Wealth Strategies LLC$1.1M1
483GATEWAY INVESTMENT ADVISERS LLC$1.1M1
484Concurrent Investment Advisors, LLC$1.1M1
485SANDERS MORRIS HARRIS LLC$1.1M1
486S-Bank Fund Management Ltd$1.1M1
487Lido Advisors, LLC$1.1M1
488Park Capital Management, LLC / WI$1.1M1
489Summit Financial, LLC$1.1M1
490LBP AM SA$1.1M1
491Ballentine Partners, LLC$1.1M1
492Confluence Wealth Services, Inc.$1.0M1
493Kingsview Wealth Management, LLC$1.0M1
494Bleakley Financial Group, LLC$1.0M1
495VARCOV Co.$1.0M1
496Siemens Fonds Invest GmbH$1.0M1
497Kathmere Capital Management, LLC$1.0M1
498LEVEL FOUR ADVISORY SERVICES, LLC$1.0M1
499Aurdan Capital Management, LLC$985K1
500Everhart Financial Group, Inc.$985K1
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)9 buy / 5 sell
Congress net ($ bound)−$66.0K to $130K
Filers net (actions)not in build
Filers net ($ 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 KR

RETAINED WINDOW · ACTIVE HITS
Signal hits naming KR
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 KR · financials and macro

Financials — as filed PLANNED

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