Public record / Tickers / LAD

LAD — LITHIA MOTORS INC

Both disclosure regimes on one name: who in Congress filed about LAD, 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
9
all PTR rows naming LAD
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
09-12
filed 2025-09-12
13F holders
398
top-398 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

Lisa C. McClain · $1.0K–$15.0K

Sale · traded 2025-08-04 → filed 2025-09-12. Ranked over every LAD row by the provable lower bound, never a point estimate.

No member disclosed LAD 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.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING LAD · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning LAD
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-09-12Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 08-04 +39d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 07-22 +22d$1K–$15K
2024-02-15Josh Gottheimer D–NJ-5Sale · JT (jointly owned)Traded 01-24 +22d$1K–$15K
2023-08-21Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 07-18 +34d$1K–$15K
2021-05-07Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 04-09 +28d$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 9 ↗

Members active in LAD

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

No member disclosed LAD in the trailing 12 months.

Congress ↔ notable managers · LAD

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

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

Merged timeline of congressional filings and notable-manager moves on LAD
DateWhoChangeSize
2026-05-15Miller Value Partners 13Fnew+2,654 sh
2026-05-15Gotham Asset Management 13Ftrim−28,276 sh
2026-05-15Ruane Cunniff & Goldfarb 13Ftrim−61 sh
2026-05-14Caxton Associates 13Fnew+3,340 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 LAD for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$627M1
2ABRAMS CAPITAL MANAGEMENT, L.P.$622M1
3HARRIS ASSOCIATES L P$489M1
4FMR LLC$442M1
5DIMENSIONAL FUND ADVISORS LP$347M1
6VANGUARD PORTFOLIO MANAGEMENT LLC$288M1
7VANGUARD CAPITAL MANAGEMENT LLC$264M1
8STATE STREET CORP$197M1
9HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$126M1
10UBS Group AG$98.1M1
11ROYAL LONDON ASSET MANAGEMENT LTD$59.2M1
12NORTHERN TRUST CORP$57.7M1
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC$56.9M1
14Conifer Management, L.L.C.$52.9M1
15Chicago Capital, LLC$51.4M1
16AMERICAN CENTURY COMPANIES INC$44.4M1
17MORGAN STANLEY$43.1M1
18MANUFACTURERS LIFE INSURANCE COMPANY, THE$39.8M1
19Invesco Ltd.$38.3M1
20VANGUARD FIDUCIARY TRUST CO$37.5M1
21SEI INVESTMENTS CO$35.7M1
22BARCLAYS PLC$35.5M1
23GLENVIEW CAPITAL MANAGEMENT, LLC$31.9M1
24SCHRODER INVESTMENT MANAGEMENT GROUP$26.0M1
25ADVENT INTERNATIONAL, L.P.$23.8M1
26Nuveen, LLC$22.8M1
27WESTWOOD HOLDINGS GROUP INC$22.6M1
28ROYAL BANK OF CANADA$21.6M1
29UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$20.1M1
30Covalis Capital LLP$19.9M1
31ProShare Advisors LLC$19.1M1
32RAYMOND JAMES FINANCIAL INC$19.1M1
33Nokomis Capital, L.L.C.$18.8M1
34BANK OF AMERICA CORP /DE/$18.2M1
35FRANKLIN RESOURCES INC$17.7M1
36IRIDIAN ASSET MANAGEMENT LLC/CT$16.4M1
37Retirement Systems of Alabama$16.2M1
38WELLS FARGO & COMPANY/MN$15.6M1
39SUSQUEHANNA INTERNATIONAL GROUP, LLP$14.5M1
40Long Focus Capital Management, LLC$14.0M1
41FRONTIER CAPITAL MANAGEMENT CO LLC$13.8M1
42IMC-Chicago, LLC$13.8M1
43PRINCIPAL FINANCIAL GROUP INC$13.5M1
44Swiss National Bank$12.0M1
45CIBC Bancorp USA Inc.$11.5M1
46First Eagle Investment Management, LLC$10.9M1
47EVENTIDE ASSET MANAGEMENT, LLC$10.6M1
48ALLIANCEBERNSTEIN L.P.$10.3M1
49Walleye Trading LLC$10.1M1
50Legal & General Group Plc$9.7M1
51AQR CAPITAL MANAGEMENT LLC$9.6M1
52Boston Partners$8.9M1
53CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$8.5M1
54CITADEL ADVISORS LLC$8.0M1
55ENVESTNET ASSET MANAGEMENT INC$7.9M1
56VOLORIDGE INVESTMENT MANAGEMENT, LLC$7.9M1
57FIRST TRUST ADVISORS LP$7.8M1
58VOYA INVESTMENT MANAGEMENT LLC$7.2M1
59Dana Investment Advisors, Inc.$7.0M1
60Channing Capital Management, LLC$6.4M1
61Park West Asset Management LLC$6.4M1
62Harfst & Associates, Inc.$6.1M1
63VANGUARD ASSET MANAGEMENT, Ltd$5.7M1
64Alyeska Investment Group, L.P.$5.2M1
65HSBC HOLDINGS PLC$5.1M1
66Snowden Capital Advisors LLC$4.8M1
67Vanguard Global Advisers, LLC$4.5M1
68FIFTH THIRD BANCORP$4.0M1
69STIFEL FINANCIAL CORP$4.0M1
70STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$4.0M1
71Quantinno Capital Management LP$3.8M1
72Holocene Advisors, LP$3.8M1
73EVR Research LP$3.7M1
74Brevan Howard Capital Management LP$3.7M1
75AGP FRANKLIN, LLC$3.6M1
76SCOTIA CAPITAL INC.$3.6M1
77COBALT CAPITAL MANAGEMENT, INC.$3.6M1
78MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.6M1
79Sendero Wealth Management, LLC$3.6M1
80STATE OF WISCONSIN INVESTMENT BOARD$3.1M1
81BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.1M1
82LPL Financial LLC$3.0M1
83Man Group plc$2.9M1
84CITIGROUP INC$2.8M1
85TWO SIGMA INVESTMENTS, LP$2.7M1
86CALIFORNIA FIRST LEASING CORP$2.7M1
87Janus Henderson Group Ltd.$2.7M1
88CPC Advisors, LLC$2.5M1
89XTX Topco Ltd$2.4M1
90Empowered Funds, LLC$2.4M1
91Qube Research & Technologies Ltd$2.4M1
92MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.3M1
93Timber Creek Capital Management LLC$2.3M1
94180 WEALTH ADVISORS, LLC$2.2M1
95TRUIST FINANCIAL CORP$2.1M1
96State of New Jersey Common Pension Fund D$2.1M1
97Zurcher Kantonalbank (Zurich Cantonalbank)$2.0M1
98OP Asset Management Ltd$2.0M1
99&PARTNERS$1.9M1
100Cetera Investment Advisers$1.9M1
101Leonteq Securities AG$1.8M1
102Gotham Asset Management, LLC$1.8M1
103GROUP ONE TRADING LLC$1.8M1
104SIMPLEX TRADING, LLC$1.7M1
105OSAIC HOLDINGS, INC.$1.7M1
106Arizona State Retirement System$1.7M1
107Rare Wolf Capital LLC$1.6M1
108SeaCrest Wealth Management, LLC$1.6M1
109Vanguard Investments Australia, Ltd.$1.6M1
110Ensign Peak Advisors, Inc$1.5M1
111COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.5M1
112Oak Thistle LLC$1.5M1
113STATE OF MICHIGAN RETIREMENT SYSTEM$1.4M1
114JB Capital LLC$1.4M1
115Universal- Beteiligungs- und Servicegesellschaft mbH$1.4M1
116INTECH INVESTMENT MANAGEMENT LLC$1.4M1
117LRT Capital Management, LLC$1.4M1
118NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.4M1
119S&T BANK/PA$1.4M1
120Amundi$1.3M1
121Schonfeld Strategic Advisors LLC$1.3M1
122Susquehanna Portfolio Strategies, LLC$1.3M1
123Prospera Financial Services Inc$1.3M1
124Creative Planning$1.3M1
125Summit Trail Advisors, LLC$1.3M1
126OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.2M1
127MOON CAPITAL MANAGEMENT LP$1.2M1
128TEACHER RETIREMENT SYSTEM OF TEXAS$1.2M1
129Orion Porfolio Solutions, LLC$1.2M1
130D. E. Shaw & Co., Inc.$1.2M1
131Ameritas Investment Partners, Inc.$1.1M1
132SummitTX Capital, L.P.$1.1M1
133Financial Strategies Group, Inc.$1.1M1
134Vise Technologies, Inc.$1.1M1
135Daiwa Securities Group Inc.$1.0M1
136PEAK6 LLC$996K1
137Pictet Asset Management Holding SA$987K1
138Waverly Advisors, LLC$960K1
139Independent Advisor Alliance$958K1
140VICTORY CAPITAL MANAGEMENT INC$934K1
141Vanguard Personalized Indexing Management, LLC$851K1
142XPONANCE LLC$851K1
143CAXTON ASSOCIATES LLP$834K1
144Tidal Investments LLC$832K1
145Ashton Thomas Private Wealth, LLC$831K1
146DRW Securities, LLC$817K1
147VISIONARY HORIZONS, LLC$793K1
148Aristides Capital LLC$771K1
149FULTON BANK, N.A.$758K1
150NEW YORK LIFE INVESTMENT MANAGEMENT LLC$753K1
151Ruane, Cunniff & Goldfarb L.P.$746K1
152DEUTSCHE BANK AG\$735K1
153INCEPTIONR LLC$725K1
154BANK OF MONTREAL /CAN/$723K1
155Mitsubishi UFJ Trust & Banking Corp$719K1
156Pathstone Holdings, LLC$707K1
157Inspire Investing, LLC$685K1
158Inspire Advisors, LLC$676K1
159Dynamic Technology Lab Private Ltd$670K1
160MILLER VALUE PARTNERS, LLC$663K1
161Corient Private Wealth LLC$655K1
162Blueshift Asset Management, LLC$633K1
163QUADRANT CAPITAL GROUP LLC$624K1
164Camelot Portfolios, LLC$606K1
165Brookstone Capital Management$604K1
166TWINBEECH CAPITAL LP$599K1
167Bridgefront Capital, LLC$599K1
168MAYPORT, LLC$594K1
169ASSETMARK, INC$576K1
170CREDIT AGRICOLE S A$574K1
171Talon Private Wealth, LLC$572K1
172OPPENHEIMER ASSET MANAGEMENT INC.$568K1
173Advisor Resource Council$545K1
174Crossmark Global Holdings, Inc.$521K1
175QRG CAPITAL MANAGEMENT, INC.$514K1
176Verition Fund Management LLC$501K1
177M&T BANK CORP$470K1
178CANADA PENSION PLAN INVESTMENT BOARD$464K1
179Freestone Grove Partners LP$452K1
180Shay Capital LLC$443K1
181SECURIAN ASSET MANAGEMENT, INC$442K1
182Hennion & Walsh Asset Management, Inc.$437K1
183Qsemble Capital Management, LP$436K1
184OneDigital Investment Advisors LLC$429K1
185R Squared Ltd$412K1
186Rockefeller Capital Management L.P.$393K1
187BOOTHBAY FUND MANAGEMENT, LLC$385K1
188MILLENNIUM MANAGEMENT LLC$381K1
189JANE STREET GROUP, LLC$368K1
190Federation des caisses Desjardins du Quebec$362K1
191PRUDENTIAL FINANCIAL INC$359K1
192Atria Investments, Inc$357K1
193FEDERATED HERMES, INC.$354K1
194Sagewood Asset Management LP$353K1
195Swiss Life Asset Management Ltd$349K1
196Whalen Wealth Management Inc.$341K1
197Centiva Capital, LP$340K1
198ELEVATION POINT WEALTH PARTNERS, LLC$338K1
199LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$335K1
200US BANCORP \DE\$332K1
201HighTower Advisors, LLC$332K1
202Rafferty Asset Management, LLC$324K1
203Clear Creek Financial Management, LLC$320K1
204Utah Retirement Systems$316K1
205AXQ CAPITAL, LP$309K1
206Maryland State Retirement & Pension System$306K1
207Caitlin John, LLC$306K1
208MML INVESTORS SERVICES, LLC$303K1
209Crumly & Associates Inc.$300K1
210Values First Advisors, Inc.$300K1
211Y-Intercept (Hong Kong) Ltd$282K1
212WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$281K1
213PCB Capital LLC$278K1
214NOVEM GROUP$275K1
215GUGGENHEIM CAPITAL LLC$273K1
216Factorial Partners, LLC$270K1
217CenterBook Partners LP$264K1
218ARWA LLC$255K1
219Vident Advisory, LLC$255K1
220OneAscent Investment Solutions LLC$244K1
221nVerses Capital, LLC$240K1
222MERCER GLOBAL ADVISORS INC /ADV$234K1
223DENALI ADVISORS LLC$228K1
224Haverford Trust Co$223K1
225Steward Partners Investment Advisory, LLC$218K1
226NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$214K1
227Private Advisor Group, LLC$213K1
228Aster Capital Management (DIFC) Ltd$209K1
229Tower Research Capital LLC (TRC)$205K1
230NICOLET BANKSHARES INC$204K1
231CLARK FINANCIAL SERVICES GROUP INC /BD$203K1
232EVERGREEN CAPITAL MANAGEMENT LLC$203K1
233PANAGORA ASSET MANAGEMENT INC$202K1
234CIBC Asset Management Inc$200K1
235NOMURA ASSET MANAGEMENT CO LTD$180K1
236BNP Paribas Asset Management Holding S.A.$133K1
237Eurizon Capital SGR S.p.A.$105K1
238CWM, LLC$87.9K1
239Pinnacle Wealth Planning Services, Inc.$64.7K1
240AlphaCentric Advisors LLC$64.4K1
241Wilmington Savings Fund Society, FSB$64.2K1
242MATHER GROUP, LLC.$61.2K1
243Quarry LP$53.4K1
244Deseret Mutual Benefit Administrators$48.7K1
245CONTRAVISORY INVESTMENT MANAGEMENT, INC.$45.4K1
246SIGNATUREFD, LLC$45.2K1
247UMB Bank, n.a.$39.0K1
248Parkside Financial Bank & Trust$35.7K1
249JFS WEALTH ADVISORS, LLC$31.9K1
250Caitong International Asset Management Co., Ltd$31.0K1
251Blue Trust, Inc.$29.5K1
252Allworth Financial LP$29.0K1
253Addison Advisors LLC$25.5K1
254Altshuler Shaham Ltd$25.5K1
255NATIXIS ADVISORS, LLC$23.7K1
256Smartleaf Asset Management LLC$20.2K1
257MAI Capital Management$19.7K1
258BARROW HANLEY MEWHINNEY & STRAUSS LLC$17.0K1
259HRT FINANCIAL LP$14.1K1
260Mitsubishi UFJ Asset Management Co., Ltd.$13.5K1
261AMERIFLEX GROUP, INC.$13.5K1
262Security National Bank$12.5K1
263CVA Family Office, LLC$11.7K1
264Tacita Capital Inc$9.7K1
265Community Financial Services Group, LLC$9.5K1
266Global X Japan Co., Ltd.$7.5K1
267Owl Creek Wealth Partners LLC$7.5K1
268Retirement Wealth Solutions LLC$6.7K1
269ELEVATION WEALTH PARTNERS, LLC$5.5K1
270Frazier Financial Advisors, LLC$5.2K1
271Vanguard National Trust Co$5.0K1
272Curat Global, LLC$5.0K1
273Bell Investment Advisors, Inc$4.2K1
274CENTRAL TRUST Co$3.7K1
275Cetera Trust Company, N.A$3.7K1
276CANADA LIFE ASSURANCE Co$3.6K1
277Sachetta, LLC$3.0K1
278JONES FINANCIAL COMPANIES LLLP$2.7K1
279WPG Advisers, LLC$2.7K1
280Treasurer of the State of North Carolina$2.5K1
281Manchester Capital Management LLC$2.2K1
282Prestige Wealth Management Group LLC$2.2K1
283ALGERT GLOBAL LLC$2.1K1
284THRIVENT FINANCIAL FOR LUTHERANS$2.0K1
285DiNuzzo Private Wealth, Inc.$1.7K1
286Cromwell Holdings LLC$1.5K1
287Valued Wealth Advisors LLC$1.3K1
288Clearstead Advisors, LLC$1.2K1
289Provenance Wealth Advisors, LLC$1.2K1
290BROWN, LISLE/CUMMINGS, INC.$9991
291Larson Financial Group LLC$9991
292Transamerica Financial Advisors, LLC$9981
293TD Capital Management LLC$7571
294SJS Investment Consulting Inc.$7501
295HFM Investment Advisors, LLC$7491
296State of Alaska, Department of Revenue$6071
297Vestcor Inc$5391
298Quaker Wealth Management, LLC$5001
299Private Wealth Management Group, LLC$5001
300Rialto Wealth Management, LLC$5001
301Rakuten Securities, Inc.$4991
302GSA CAPITAL PARTNERS LLP$3021
303Vermillion Wealth Management, Inc.$2501
304SHP Wealth Management$2501
305American Capital Advisory, LLC$2501
306TopTier Wealth Management, LLC$2501
307Signature Equity Partners, LLC$2501
308KBC Group NV$1791
309Penserra Capital Management LLC$341
310Smithfield Trust Co$51
311Capital Advisors, Ltd. LLC$31
312Avion Wealth$01
313Keating Financial Advisory Services, Inc.$01
314BANK OF NOVA SCOTIA$01
315Jefferies Financial Group Inc.$01
316VANGUARD GROUP INC$01
317SMITH, MOORE & CO.$01
318COMMONWEALTH EQUITY SERVICES, LLC$01
319HARBOUR INVESTMENTS, INC.$01
320Brandywine Global Investment Management, LLC$01
321DELTA CAPITAL MANAGEMENT LLC$01
322COMERICA BANK$01
323WELLINGTON MANAGEMENT GROUP LLP$01
324BLAIR WILLIAM & CO/IL$01
325NATIONAL BANK OF CANADA /FI/$01
326HM PAYSON & CO$01
327TORONTO DOMINION BANK$01
328SHELTON CAPITAL MANAGEMENT$01
329VIRGINIA RETIREMENT SYSTEMS ET Al$01
330COMMERCE BANK$01
331ING GROEP NV$01
332D.A. DAVIDSON & CO.$01
333COLDSTREAM CAPITAL MANAGEMENT INC$01
334MONETA GROUP INVESTMENT ADVISORS LLC$01
335LOGAN CAPITAL MANAGEMENT INC$01
336COOKSON PEIRCE & CO INC$01
337CIBC Private Wealth Group LLC$01
338Empyrean Capital Partners, LP$01
339BROWN ADVISORY INC$01
340NORGES BANK$01
341J. Goldman & Co LP$01
342O'SHAUGHNESSY ASSET MANAGEMENT, LLC$01
343CAPSTONE INVESTMENT ADVISORS, LLC$01
344BENJAMIN EDWARDS INC$01
345Convergence Investment Partners, LLC$01
346EXCHANGE TRADED CONCEPTS, LLC$01
347Savant Capital, LLC$01
348Cambria Investment Management, L.P.$01
349FOX RUN MANAGEMENT, L.L.C.$01
350Edgestream Partners, L.P.$01
351MIRABELLA FINANCIAL SERVICES LLP$01
352Focus Partners Wealth$01
353Mraz, Amerine & Associates, Inc.$01
354PDT Partners, LLC$01
355Cerity Partners LLC$01
356Arax Advisory Partners$01
357Tensile Capital Management LP$01
358Sequoia Financial Advisors, LLC$01
359Point72 Asset Management, L.P.$01
360WINTON GROUP Ltd$01
361Engineers Gate Manager LP$01
362Quadrature Capital Ltd$01
363PenderFund Capital Management Ltd.$01
364DV Trading LLC$01
365ExodusPoint Capital Management, LP$01
366Atom Investors LP$01
367AIGEN INVESTMENT MANAGEMENT, LP$01
368FORA Capital, LLC$01
369Global Retirement Partners, LLC$01
370Farringdon Capital, Ltd.$01
371Walleye Capital LLC$01
372TOWNSQUARE CAPITAL LLC$01
373SAGE RHINO CAPITAL LLC$01
374NICOLET ADVISORY SERVICES, LLC$01
375OneAscent Financial Services LLC$01
376Woodline Partners LP$01
377BELLEVUE ASSET MANAGEMENT, LLC$01
378Aquatic Capital Management LLC$01
379INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$01
380OCCUDO QUANTITATIVE STRATEGIES LP$01
381TFC Financial Management, Inc.$01
382Kestra Advisory Services, LLC$01
383Tabor Asset Management, LP$01
384Concentric Capital Strategies, LP$01
385Spire Wealth Management$01
386TECTONIC ADVISORS LLC$01
387AlphaQuest LLC$01
388Forum Financial Management, LP$01
389SageView Advisory Group, LLC$01
390iSAM Funds (UK) Ltd$01
391Hook Mill Capital Partners, LP$01
392True Wealth Design, LLC$01
393EntryPoint Capital, LLC$01
394Jain Global LLC$01
395Havemeyer Place LP$01
396North Dakota State Investment Board$01
397MidFirst Bank$01
398ADVISORTRUST PARTNERS, LLC$01
Truncated by Public Filings. The published aggregate ranks the top 398 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 LAD

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for LAD · financials and macro

Financials — as filed PLANNED

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