Public record / Tickers / L

L — LOEWS CORP

Both disclosure regimes on one name: who in Congress filed about L, 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
17
all PTR rows naming L
Members · 12m
1
1 buys · 2 sells · by trade date
Latest PTR
11-21
filed 2025-11-21
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

J. French Hill · $50.0K–$100K

Purchase · traded 2025-06-23 → filed 2025-07-24. Ranked over every L row by the provable lower bound, never a point estimate.

1 member · 1 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

5 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. 5 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING L · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning L
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2025-07-24J. French Hill R–AR-2PurchaseTraded 06-23 +31d$50K–$100K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 17 ↗

Members active in L

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing L 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.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2

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

Congress ↔ notable managers · L

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 $29.5M held
Trimming
0 $0 held

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

Merged timeline of congressional filings and notable-manager moves on L
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+49,721 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 L for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.5B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.2B1
3STATE STREET CORP$839M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$754M1
5GEODE CAPITAL MANAGEMENT, LLC$567M1
6Invesco Ltd.$394M1
7CITADEL ADVISORS LLC$382M1
8Allspring Global Investments Holdings, LLC$295M1
9DIMENSIONAL FUND ADVISORS LP$242M1
10MORGAN STANLEY$228M1
11NORTHERN TRUST CORP$202M1
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC$171M1
13Legal & General Group Plc$140M1
14UBS Group AG$138M1
15UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$133M1
16Boston Partners$132M1
17Bank of New York Mellon Corp$104M1
18VANGUARD FIDUCIARY TRUST CO$101M1
19DEUTSCHE BANK AG\$75.8M1
20Amundi$71.3M1
21AQR CAPITAL MANAGEMENT LLC$68.5M1
22BANK OF AMERICA CORP /DE/$68.2M1
23HSBC HOLDINGS PLC$62.5M1
24CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$61.0M1
25FMR LLC$58.5M1
26ROYAL BANK OF CANADA$57.4M1
27Swiss National Bank$55.0M1
28BARCLAYS PLC$53.7M1
29Nuveen, LLC$50.1M1
3059 North Capital Management, LP$48.7M1
31St. James Investment Company, LLC$48.4M1
32Swedbank AB$48.3M1
33Sumitomo Mitsui Trust Group, Inc.$47.5M1
34FIRST TRUST ADVISORS LP$44.8M1
35CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$44.1M1
36Mitsubishi UFJ Asset Management Co., Ltd.$42.5M1
37Quantinno Capital Management LP$41.1M1
38Vanguard Global Advisers, LLC$39.3M1
39RENAISSANCE TECHNOLOGIES LLC$36.2M1
40Point72 Asset Management, L.P.$35.1M1
41Universal- Beteiligungs- und Servicegesellschaft mbH$33.0M1
42SEI INVESTMENTS CO$30.5M1
43Korea Investment CORP$30.1M1
44MANUFACTURERS LIFE INSURANCE COMPANY, THE$29.8M1
45CITIGROUP INC$29.5M1
46Gotham Asset Management, LLC$29.5M1
47VANGUARD ASSET MANAGEMENT, Ltd$28.6M1
48FRANKLIN RESOURCES INC$28.6M1
49Wallace Capital Management Inc.$27.5M1
50Mraz, Amerine & Associates, Inc.$27.1M1
51TD ASSET MANAGEMENT INC$25.5M1
52Arbejdsmarkedets Tillaegspension$25.2M1
53Robeco Institutional Asset Management B.V.$24.3M1
54PRINCIPAL FINANCIAL GROUP INC$23.0M1
55MERCER GLOBAL ADVISORS INC /ADV$21.0M1
56ENVESTNET ASSET MANAGEMENT INC$20.7M1
57ALLIANCEBERNSTEIN L.P.$19.2M1
58FIRST MANHATTAN CO. LLC.$19.1M1
59BANK OF MONTREAL /CAN/$18.2M1
60STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$18.2M1
61O'Keefe Stevens Advisory, Inc.$18.0M1
62Qube Research & Technologies Ltd$17.2M1
63SCHWERIN BOYLE CAPITAL MANAGEMENT INC$16.9M1
64AMERIPRISE FINANCIAL INC$16.5M1
65Zurcher Kantonalbank (Zurich Cantonalbank)$16.3M1
66ADAGE CAPITAL PARTNERS GP, L.L.C.$16.1M1
67AVIVA PLC$15.5M1
68CIBC Asset Management Inc$15.4M1
69APG Asset Management N.V.$14.5M1
70VICTORY CAPITAL MANAGEMENT INC$13.9M1
71HighTower Advisors, LLC$13.7M1
72FOUNDATION RESOURCE MANAGEMENT INC$13.6M1
73Ethic Inc.$13.6M1
74FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$13.0M1
75D. E. Shaw & Co., Inc.$13.0M1
76AustralianSuper Pty Ltd$13.0M1
77Mitsubishi UFJ Trust & Banking Corp$12.9M1
78KLP KAPITALFORVALTNING AS$12.8M1
79ROYAL LONDON ASSET MANAGEMENT LTD$12.5M1
80WELLS FARGO & COMPANY/MN$12.5M1
81LPL Financial LLC$11.9M1
82AMERICAN CENTURY COMPANIES INC$11.8M1
83LEVIN CAPITAL STRATEGIES, L.P.$11.4M1
84Susquehanna Portfolio Strategies, LLC$11.3M1
85ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$11.3M1
86LETSON INVESTMENT MANAGEMENT, INC.$11.0M1
87RAYMOND JAMES FINANCIAL INC$10.9M1
88STATE OF WISCONSIN INVESTMENT BOARD$10.8M1
89BNP Paribas Asset Management Holding S.A.$10.6M1
90Emmett Investment Management, LP$10.1M1
91Cambria Investment Management, L.P.$10.0M1
92Hartree Partners, LP$9.9M1
93Tredje AP-fonden$9.7M1
94HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$9.7M1
95Man Group plc$9.6M1
96CANADA PENSION PLAN INVESTMENT BOARD$9.2M1
97Resona Asset Management Co.,Ltd.$9.1M1
98Chevy Chase Trust Holdings, LLC$9.1M1
99HENNESSY ADVISORS INC$8.8M1
100OP Asset Management Ltd$8.8M1
101PRUDENTIAL FINANCIAL INC$8.7M1
102Vanguard Investments Australia, Ltd.$8.7M1
103Ervin Investment Management, LLC$8.4M1
104Pictet Asset Management Holding SA$8.2M1
105Asset Management One Co., Ltd.$8.2M1
106Railway Pension Investments Ltd$8.1M1
107SEB Asset Management AB$7.9M1
108Corient Private Wealth LLC$7.8M1
109Lafayette Investments, Inc.$7.7M1
110NEW YORK STATE COMMON RETIREMENT FUND$7.5M1
111Illinois Municipal Retirement Fund$7.4M1
112Walleye Partners, LLC$7.4M1
113National Pension Service$7.3M1
114TORONTO DOMINION BANK$7.3M1
115Engineers Gate Manager LP$7.2M1
116Pathstone Holdings, LLC$6.8M1
117NOMURA ASSET MANAGEMENT CO LTD$6.5M1
118O'SHAUGHNESSY ASSET MANAGEMENT, LLC$6.4M1
119PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$6.2M1
120Wealthfront Advisers LLC$6.1M1
121Creative Planning$6.0M1
122Ensign Peak Advisors, Inc$5.9M1
123Dai-ichi Life Insurance Company, Ltd$5.8M1
124INTECH INVESTMENT MANAGEMENT LLC$5.7M1
125Texas Yale Capital Corp.$5.6M1
126CIBC Bancorp USA Inc.$5.6M1
127NATIONAL BANK OF CANADA /FI/$5.6M1
128QRG CAPITAL MANAGEMENT, INC.$5.6M1
129MACKENZIE FINANCIAL CORP$5.5M1
130B. Metzler seel. Sohn & Co. AG$5.3M1
131State of New Jersey Common Pension Fund D$5.3M1
132Focus Partners Wealth$5.2M1
133WESTPAC BANKING CORP$5.2M1
134PUBLIC SECTOR PENSION INVESTMENT BOARD$5.1M1
135Arizona State Retirement System$5.1M1
136STATE OF MICHIGAN RETIREMENT SYSTEM$5.1M1
137Janus Henderson Group Ltd.$5.0M1
138M&T BANK CORP$4.9M1
139Czech National Bank$4.9M1
140Lifeworks Advisors, LLC$4.8M1
141Aberdeen Group plc$4.7M1
142BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$4.7M1
143STOREBRAND ASSET MANAGEMENT AS$4.6M1
144MUFG Securities EMEA plc$4.6M1
145Bellwether Advisors, LLC$4.4M1
146Rafferty Asset Management, LLC$4.4M1
147Aquatic Capital Management LLC$4.3M1
148Vanguard Personalized Indexing Management, LLC$4.2M1
149NISA INVESTMENT ADVISORS, LLC$4.2M1
150MetLife Investment Management, LLC$4.2M1
151COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.2M1
152Eurizon Capital SGR S.p.A.$4.2M1
153VOYA INVESTMENT MANAGEMENT LLC$4.1M1
154ABN AMRO INVESTMENT SOLUTIONS$4.1M1
155TWO SIGMA INVESTMENTS, LP$4.0M1
156DnB Asset Management AS$3.8M1
157Retirement Systems of Alabama$3.8M1
158Farrell Financial LLC$3.8M1
159Neo Ivy Capital Management$3.7M1
160USS Investment Management Ltd$3.7M1
161MILLENNIUM MANAGEMENT LLC$3.7M1
162ProShare Advisors LLC$3.7M1
163Mirae Asset Global Investments Co., Ltd.$3.6M1
164Swiss Life Asset Management Ltd$3.6M1
165Moran Wealth Management, LLC$3.6M1
166Tevis Investment Management$3.6M1
167Woodline Partners LP$3.6M1
168AGF MANAGEMENT LTD$3.5M1
169XPONANCE LLC$3.5M1
170Federation des caisses Desjardins du Quebec$3.5M1
171Mirador Capital Partners LP$3.4M1
172FIFTH THIRD BANCORP$3.4M1
173Inspire Investing, LLC$3.4M1
174Cerity Partners LLC$3.2M1
175MACQUARIE GROUP LTD$3.2M1
176Schonfeld Strategic Advisors LLC$3.1M1
177Daiwa Securities Group Inc.$3.1M1
178EXCHANGE TRADED CONCEPTS, LLC$3.1M1
179AXQ CAPITAL, LP$3.1M1
180Cetera Investment Advisers$3.0M1
181OCCUDO QUANTITATIVE STRATEGIES LP$3.0M1
182BANK OF NOVA SCOTIA$3.0M1
183Aware Super Pty Ltd as trustee of Aware Super$3.0M1
184Ashton Thomas Private Wealth, LLC$3.0M1
185Elevate Capital Advisors, LLC$3.0M1
186Utah Retirement Systems$2.9M1
187YOUSIF CAPITAL MANAGEMENT, LLC$2.9M1
188IFM Investors Pty Ltd$2.9M1
189Walleye Capital LLC$2.7M1
190CIBC WORLD MARKET INC.$2.7M1
191Rakuten Investment Management, Inc.$2.7M1
192Lombard Odier Asset Management (Switzerland) SA$2.6M1
193Richard Bernstein Advisors LLC$2.6M1
194BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.6M1
195NEOS Investment Management LLC$2.6M1
196Buckland Partners Management Co LLC$2.6M1
197Sumitomo Mitsui DS Asset Management Company, Ltd$2.5M1
198ExodusPoint Capital Management, LP$2.5M1
199NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.5M1
200NISSAY ASSET MANAGEMENT CORP /JAPAN$2.5M1
201Candriam S.C.A.$2.4M1
202UniSuper Management Pty Ltd$2.4M1
203NORDEA INVESTMENT MANAGEMENT AB$2.3M1
204Crossmark Global Holdings, Inc.$2.2M1
205Anfield Capital Management, LLC$2.1M1
206OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.1M1
207PICTON MAHONEY ASSET MANAGEMENT$2.0M1
208ELEVATION POINT WEALTH PARTNERS, LLC$2.0M1
209Vestmark Advisory Solutions, Inc.$2.0M1
210MML INVESTORS SERVICES, LLC$1.9M1
211Tidal Investments LLC$1.9M1
212BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.9M1
213MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.9M1
214Mariner, LLC$1.9M1
215Summit Trail Advisors, LLC$1.9M1
216SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.9M1
217Clearbridge Investments, LLC$1.9M1
218OSAIC HOLDINGS, INC.$1.8M1
219Sequoia Financial Advisors, LLC$1.8M1
220Beacon Pointe Advisors, LLC$1.8M1
221INCEPTIONR LLC$1.8M1
222MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.8M1
223Permanent Capital Management, LP$1.7M1
224Baird Financial Group, Inc.$1.7M1
225TRUSTMARK BANK TRUST DEPARTMENT$1.7M1
226BEACON FINANCIAL GROUP$1.7M1
227GREAT LAKES ADVISORS, LLC$1.7M1
228Laird Norton Wetherby Trust Company, LLC$1.7M1
229TECTONIC ADVISORS LLC$1.6M1
230Board of the Pension Protection Fund$1.6M1
231Modera Wealth Management, LLC$1.6M1
232Clare Market Investments LLC$1.6M1
233Glen Eagle Advisors, LLC$1.5M1
234WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.5M1
235Sanctuary Advisors, LLC$1.5M1
236GUGGENHEIM CAPITAL LLC$1.5M1
237KESTRA PRIVATE WEALTH SERVICES, LLC$1.5M1
238DANSKE BANK A/S$1.4M1
239&PARTNERS$1.4M1
240Smartleaf Asset Management LLC$1.4M1
241Savant Capital, LLC$1.3M1
242Investment Management Corp of Ontario$1.3M1
243GUIDANCE CAPITAL, INC$1.3M1
244Caprock Group, LLC$1.3M1
245Brooklyn Investment Group$1.3M1
246Osmosis Investment Management UK Ltd$1.3M1
247Quadcap Wealth Management, LLC$1.3M1
248CARDEROCK CAPITAL MANAGEMENT INC$1.3M1
249Arnhold LLC$1.3M1
250WELLINGTON MANAGEMENT GROUP LLP$1.3M1
251Empowered Funds, LLC$1.2M1
252SCHRODER INVESTMENT MANAGEMENT GROUP$1.2M1
253Kesler, Norman & Wride, LLC$1.2M1
254Salvus Wealth Management, LLC$1.2M1
255Quantbot Technologies LP$1.2M1
256HB Wealth Management, LLC$1.2M1
257Fielder Capital Group LLC$1.2M1
258SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$1.1M1
259Dorsey Wright & Associates$1.1M1
260JANE STREET GROUP, LLC$1.1M1
261MIZUHO SECURITIES USA LLC$1.1M1
262Quilter Plc$1.1M1
263Brevan Howard Capital Management LP$1.1M1
264HARTFORD INVESTMENT MANAGEMENT CO$1.1M1
265Cresset Asset Management, LLC$1.0M1
266MONTAG A & ASSOCIATES INC$1.0M1
267US BANCORP \DE\$1.0M1
268STIFEL FINANCIAL CORP$1.0M1
269CWM, LLC$999K1
270Mill Capital Management, LLC$989K1
271Norinchukin Bank, The$982K1
272CONTRAVISORY INVESTMENT MANAGEMENT, INC.$969K1
273Dynamic Technology Lab Private Ltd$967K1
274NOVEM GROUP$947K1
275Mediolanum International Funds Ltd$941K1
276OMERS ADMINISTRATION Corp$922K1
277Quantum Portfolio Management LLC$919K1
278AG2R LA MONDIALE GESTION D'ACTIFS$918K1
279Vident Advisory, LLC$912K1
280PRESILIUM PRIVATE WEALTH, LLC$905K1
281Vise Technologies, Inc.$901K1
282Maryland State Retirement & Pension System$893K1
283Aaron Wealth Advisors LLC$891K1
284Plato Investment Management Ltd$885K1
285KLCM Advisors, Inc.$872K1
286Orion Porfolio Solutions, LLC$865K1
287RITHOLTZ WEALTH MANAGEMENT$857K1
288NorthRock Partners, LLC$856K1
289Signature Wealth Management Partners, LLC$852K1
290Machina Capital S.A.S.$843K1
291PANAGORA ASSET MANAGEMENT INC$831K1
292Frec Markets, Inc.$830K1
293ENTERPRISE FINANCIAL SERVICES CORP$826K1
294ING GROEP NV$819K1
295Qtron Investments LLC$817K1
296BLAIR WILLIAM & CO/IL$815K1
297Mendota Financial Group, LLC$806K1
298CREDIT AGRICOLE S A$804K1
299Smith Partners Wealth Management, LLC$801K1
300CAPSTONE INVESTMENT ADVISORS, LLC$794K1
301GLENMEDE TRUST CO NA$790K1
302PRUDENTIAL PLC$781K1
303Optas, LLC$762K1
304Centiva Capital, LP$759K1
305Sagewood Asset Management LP$756K1
306NATIXIS$751K1
307UNITED CAPITAL FINANCIAL ADVISORS, LLC$748K1
308MAGNOLIA CAPITAL ADVISORS LLC$747K1
309Inscription Capital, LLC$740K1
310Glenview Trust Co$726K1
311Compound Planning, Inc.$725K1
312US Asset Management LLC$723K1
313COMMONWEALTH EQUITY SERVICES, LLC$722K1
314TFO Wealth Partners, LLC$720K1
315Y-Intercept (Hong Kong) Ltd$718K1
316Empirical Finance, LLC$709K1
317COLDSTREAM CAPITAL MANAGEMENT INC$705K1
318Saudi Central Bank$692K1
319HORIZON KINETICS ASSET MANAGEMENT LLC$690K1
320DENALI ADVISORS LLC$684K1
321Turtle Creek Wealth Advisors, LLC$676K1
322GATEWAY INVESTMENT ADVISERS LLC$675K1
323Callan Family Office, LLC$661K1
324CAPITAL ADVISORS INC/OK$640K1
325RB Capital Management, LLC$640K1
326Meeder Advisory Services, Inc.$636K1
327ALERUS FINANCIAL NA$631K1
328TOKIO MARINE ASSET MANAGEMENT CO LTD$616K1
329Global View Capital Management LLC$615K1
330Sterling Capital Management LLC$606K1
331NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$590K1
332SANDERS MORRIS HARRIS LLC$586K1
333GREENLEAF TRUST$586K1
334Ballentine Partners, LLC$581K1
335BOOTHBAY FUND MANAGEMENT, LLC$579K1
336NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$577K1
337Advisory Alpha, LLC$571K1
338FIDELIS CAPITAL PARTNERS, LLC$565K1
339GREENWOOD CAPITAL ASSOCIATES LLC$564K1
340Index Technologies Group LLC$560K1
341DAYMARK WEALTH PARTNERS, LLC$560K1
342OPPENHEIMER & CO INC$544K1
343RWA WEALTH PARTNERS, LLC$535K1
344TERRIL BROTHERS, INC.$531K1
345North Dakota State Investment Board$526K1
346Autumn Glory Partners, LLC$525K1
347ODDO BHF ASSET MANAGEMENT SAS$523K1
348Metis Global Partners, LLC$523K1
349Brewster Financial Planning LLC$513K1
350SIGNATUREFD, LLC$512K1
351NorthCrest Asset Manangement, LLC$503K1
352MUFG SECURITIES AMERICAS INC.$499K1
353SECURIAN ASSET MANAGEMENT, INC$488K1
354Composition Wealth, LLC$486K1
355ABC ARBITRAGE SA$486K1
356Squarepoint Ops LLC$479K1
357NOMURA HOLDINGS INC$472K1
358Concurrent Investment Advisors, LLC$459K1
359Cypress Point Wealth Management, LLC$458K1
360BOYAR ASSET MANAGEMENT INC.$453K1
361CAMBIENT FAMILY OFFICE, LLC$453K1
362CHOREO, LLC$453K1
363Rockefeller Capital Management L.P.$447K1
364Canada Post Corp Registered Pension Plan$447K1
365GILDER GAGNON HOWE & CO LLC$446K1
366NewEdge Advisors, LLC$445K1
367Ridgewood Investments LLC$443K1
368Polymer Capital Management (US) LLC$441K1
369Diametric Capital, LP$441K1
370Quadrature Capital Ltd$440K1
371Vinva Investment Management Ltd$427K1
372EVOLVE PRIVATE WEALTH, LLC$418K1
373Generali Asset Management SPA SGR$416K1
374LEUTHOLD GROUP, LLC$415K1
375denkapparat Operations GmbH$414K1
376AlphaCentric Advisors LLC$407K1
377ASSETMARK, INC$406K1
378Baader Bank Aktiengesellschaft$404K1
379Private Advisor Group, LLC$402K1
380Poehling Capital Management, INC.$399K1
381COMMERCE BANK$392K1
382HM PAYSON & CO$384K1
383Chicago Partners Investment Group LLC$382K1
384MOODY LYNN LIEBERSON & WALKER, LLC$378K1
385First Affirmative Financial Network$373K1
386Mutual Advisors, LLC$369K1
387Cannell & Spears LLC$368K1
388Abacus Planning Group, Inc.$366K1
389OneAscent Financial Services LLC$361K1
390Brown Financial Advisory$360K1
391PRIVATE MANAGEMENT GROUP INC$358K1
392Merit Financial Group, LLC$357K1
393BALYASNY ASSET MANAGEMENT L.P.$355K1
394Tower Research Capital LLC (TRC)$351K1
395XTX Topco Ltd$350K1
396Ascent Group, LLC$350K1
397WHITENER CAPITAL MANAGEMENT, INC.$349K1
398PRINCIPAL SECURITIES, INC.$349K1
399Bryn Mawr Trust Advisors, LLC$344K1
400iSAM Funds (UK) Ltd$343K1
401State of Wyoming$341K1
402Apollon Wealth Management, LLC$338K1
403Wedmont Private Capital$337K1
404TRUIST FINANCIAL CORP$334K1
405Berger Financial Group, Inc$334K1
406BRAVE ASSET MANAGEMENT INC$331K1
407Bond & Devick Financial Network, Inc.$331K1
408SUMMITRY LLC$330K1
409QUADRANT CAPITAL GROUP LLC$322K1
410Claro Advisors Inc.$322K1
411Mechanics Bank Trust Department$320K1
412CWA Asset Management Group, LLC$316K1
413HOLDERNESS INVESTMENTS CO$313K1
414Assenagon Asset Management S.A.$311K1
415Kestra Advisory Services, LLC$306K1
416GTS SECURITIES LLC$298K1
417Perigon Wealth Management, LLC$292K1
418Stonehearth Capital Management, LLC$288K1
419FLYNN ZITO CAPITAL MANAGEMENT, LLC$284K1
420Pinnacle Financial Partners, Inc.$283K1
421TEACHER RETIREMENT SYSTEM OF TEXAS$282K1
422HANCOCK WHITNEY CORP$282K1
423Lido Advisors, LLC$277K1
424BRADLEY FOSTER & SARGENT INC/CT$275K1
425BARTLETT & CO. WEALTH MANAGEMENT LLC$274K1
426Independent Advisor Alliance$269K1
427Fifth Third Wealth Advisors LLC$268K1
428Siemens Fonds Invest GmbH$265K1
429Sowell Financial Services LLC$265K1
430Steward Partners Investment Advisory, LLC$264K1
431CENTRAL TRUST Co$264K1
432LEAVELL INVESTMENT MANAGEMENT, INC.$259K1
433OXFORD ASSET MANAGEMENT LLP$259K1
434RW Investment Management LLC$259K1
435First Nebraska Trust Co$254K1
436Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$254K1
437Essex Financial Services, Inc.$252K1
438Atria Investments, Inc$250K1
439Stratos Investment Management, LLC$249K1
440MATHER GROUP, LLC.$249K1
441Alan B Lancz & Associates, Inc.$246K1
442OSLO PENSJONSFORSIKRING AS$246K1
443Marble Harbor Investment Counsel, LLC$246K1
444PATTON FUND MANAGEMENT, INC.$241K1
445Kera Capital Partners, Inc.$240K1
446Kathmere Capital Management, LLC$238K1
447Frank, Rimerman Advisors LLC$236K1
448Baker Avenue Asset Management, LP$234K1
449TEMA ETFS LLC$234K1
450PFG Investments, LLC$231K1
451Bridgewater Advisors Inc.$230K1
452HUB Investment Partners, LLC$230K1
453Moors & Cabot, Inc.$228K1
454BROWN ADVISORY INC$225K1
455MISSION WEALTH MANAGEMENT, LP$224K1
456CALDWELL SUTTER CAPITAL, INC.$224K1
457Summit Financial, LLC$223K1
458Checchi Capital Advisers, LLC$222K1
459Barry Investment Advisors, LLC$222K1
460Capital Investment Advisors, LLC$222K1
461111 Capital$221K1
462EVERGREEN CAPITAL MANAGEMENT LLC$218K1
463Teza Capital Management LLC$216K1
464Trust Asset Management LLC$215K1
465U.S. Capital Wealth Advisors, LLC$214K1
466TCFG WEALTH MANAGEMENT, LLC$213K1
467TCFG Investment Advisors, LLC$213K1
468MGO ONE SEVEN LLC$212K1
469Creekside Partners$211K1
470PDS Planning, Inc$210K1
471West Family Investments, Inc.$207K1
472KEYBANK NATIONAL ASSOCIATION/OH$205K1
473POWER WEALTH MANAGEMENT LLC$203K1
474Storgate, LLC$202K1
475FIRST NATIONAL BANK OF OMAHA$201K1
476WINTON GROUP Ltd$201K1
477Verdence Capital Advisors LLC$201K1
478MAI Capital Management$188K1
479AlphaCore Capital LLC$185K1
480Adalta Capital Management LLC$181K1
481Ameritas Investment Partners, Inc.$165K1
482Allworth Financial LP$140K1
483Global Assets Advisory, LLC$133K1
484FIL Ltd$133K1
485JNBA Financial Advisors$128K1
486Addison Advisors LLC$128K1
487TD Waterhouse Canada Inc.$128K1
488Parkside Financial Bank & Trust$127K1
489Banque Cantonale Vaudoise$124K1
490Millstone Evans Group, LLC$123K1
491UMB Bank, n.a.$116K1
492Quaker Wealth Management, LLC$108K1
493Blue Trust, Inc.$100K1
494Larson Financial Group LLC$93.4K1
495Spire Wealth Management$92.9K1
496ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$77.6K1
497INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$76.8K1
498FEDERATED HERMES, INC.$75.6K1
499BEACON INVESTMENT ADVISORY SERVICES, INC.$65.4K1
500Bell Investment Advisors, Inc$64.9K1
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 / 2 sell
Congress net ($ bound)−$29.0K to $13.0K
Filers net (actions)not in build
Filers net ($ 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 L

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for L · financials and macro

Financials — as filed PLANNED

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