Public record / Tickers / LII

LII — LENNOX INTERNATIONAL INC

Both disclosure regimes on one name: who in Congress filed about LII, 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
7
all PTR rows naming LII
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
11-09
filed 2020-11-09
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 Gianforte · $100K–$250K

Purchase · traded 2018-06-07 → filed 2018-06-15. Ranked over every LII row by the provable lower bound, never a point estimate.

No member disclosed LII 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.

Every row filed inside 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

No dated LII rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING LII · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning LII
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2020-11-09Greg Gianforte R–MT-ALSale · partial · JT (partial sale, jointly owned)Traded 10-13 +27d$1K–$15K
2018-09-25Carlos Curbelo R–FL-26Purchase · SP (spouse-owned)Traded 08-28 +28d$1K–$15K
2018-09-13Zoe Lofgren D–CA-18Sale · SP (spouse-owned)Traded 08-30 +14d$1K–$15K
2018-07-10Thomas MacArthur R–NJ-3Purchase · JT (jointly owned)Traded 06-07 +33d$15K–$50K
2018-06-15Greg Gianforte R–MT-ALPurchase · JT (jointly owned)Traded 06-07 +8d$100K–$250K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 7 ↗

Members active in LII

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

No member disclosed LII in the trailing 12 months.

Congress ↔ notable managers · LII

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

Trimming
1 Bridgewater Associates $2.3M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · Lennox International Inc - US

Merged timeline of congressional filings and notable-manager moves on LII
DateWhoChangeSize
2026-05-15Viking Global Investors 13Fadd+951,108 sh
2026-05-15Tudor Investment Corp 13Fadd+36,694 sh
2026-05-15Gotham Asset Management 13Fadd+12,337 sh
2026-05-15Bridgewater Associates 13Ftrim−10,208 sh
2026-05-14Caxton Associates 13Fnew+2,324 sh

5 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 LII for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.4B1
2Capital International Investors$1.3B1
3VANGUARD CAPITAL MANAGEMENT LLC$953M1
4VIKING GLOBAL INVESTORS LP$730M1
5STATE STREET CORP$669M1
6VANGUARD PORTFOLIO MANAGEMENT LLC$665M1
7MORGAN STANLEY$506M1
8CITADEL ADVISORS LLC$299M1
9Invesco Ltd.$246M1
10Beacon Pointe Advisors, LLC$194M1
11UBS Group AG$183M1
12BANK OF AMERICA CORP /DE/$150M1
13DIMENSIONAL FUND ADVISORS LP$149M1
14NORTHERN TRUST CORP$146M1
15LONDON CO OF VIRGINIA$132M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$126M1
17UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$108M1
18DEUTSCHE BANK AG\$99.0M1
19WELLS FARGO & COMPANY/MN$85.4M1
20VANGUARD FIDUCIARY TRUST CO$85.3M1
21MILLENNIUM MANAGEMENT LLC$85.0M1
22True North Advisors, LLC$76.9M1
23ENVESTNET ASSET MANAGEMENT INC$66.1M1
24EULAV Asset Management$62.8M1
25Amundi$59.3M1
26Legal & General Group Plc$57.2M1
27Fiera Capital Corp$48.5M1
28BARCLAYS PLC$46.1M1
29Swiss National Bank$43.0M1
30Nuveen, LLC$42.2M1
31Sone Capital Management, LLC$38.9M1
32Capital International, Inc./CA/$38.4M1
33WELLINGTON MANAGEMENT GROUP LLP$36.3M1
34RAYMOND JAMES FINANCIAL INC$36.3M1
35CITIGROUP INC$35.6M1
36FEDERATED HERMES, INC.$34.4M1
37WORLDQUANT MILLENNIUM ADVISORS LLC$33.5M1
38Mitsubishi UFJ Asset Management Co., Ltd.$33.1M1
39Jain Global LLC$32.6M1
40Vanguard Global Advisers, LLC$31.1M1
41CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$29.3M1
42ROYAL BANK OF CANADA$28.8M1
43Point72 Asset Management, L.P.$28.5M1
44HSBC HOLDINGS PLC$28.0M1
45Squarepoint Ops LLC$27.7M1
46JACOBS LEVY EQUITY MANAGEMENT, INC$27.2M1
47SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$23.3M1
48Schonfeld Strategic Advisors LLC$21.9M1
49Aventail Capital Group, LP$21.4M1
50MANUFACTURERS LIFE INSURANCE COMPANY, THE$21.0M1
51ALLIANCEBERNSTEIN L.P.$20.7M1
52Woodline Partners LP$20.3M1
53Pictet Asset Management Holding SA$19.5M1
54PRINCIPAL FINANCIAL GROUP INC$19.2M1
55Fisher Asset Management, LLC$19.1M1
56Baird Financial Group, Inc.$18.8M1
57SEI INVESTMENTS CO$18.8M1
58AMERICAN CENTURY COMPANIES INC$18.4M1
59TUDOR INVESTMENT CORP ET AL$17.4M1
60AQR CAPITAL MANAGEMENT LLC$17.2M1
61STIFEL FINANCIAL CORP$14.3M1
62AVIVA PLC$13.8M1
63STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$13.2M1
64BANK OF MONTREAL /CAN/$13.1M1
65Rafferty Asset Management, LLC$12.5M1
66Gotham Asset Management, LLC$12.4M1
67Distillate Capital Partners LLC$12.3M1
68HFR Wealth Management, LLC$12.1M1
69FRANKLIN RESOURCES INC$11.8M1
70BNP Paribas Asset Management Holding S.A.$11.5M1
71Regents Gate Capital LLP$11.2M1
72SUSQUEHANNA INTERNATIONAL GROUP, LLP$11.1M1
73Korea Investment CORP$11.0M1
74Swedbank AB$10.8M1
75Horrell Capital Management, Inc.$10.4M1
76LPL Financial LLC$9.9M1
77Quantinno Capital Management LP$9.9M1
78BLI - Banque de Luxembourg Investments$9.9M1
79Trexquant Investment LP$9.4M1
80GATEWAY INVESTMENT ADVISERS LLC$9.4M1
81ExodusPoint Capital Management, LP$9.2M1
82Man Group plc$8.3M1
83STATE OF WISCONSIN INVESTMENT BOARD$8.3M1
84Zurcher Kantonalbank (Zurich Cantonalbank)$8.3M1
85FIRST TRUST ADVISORS LP$8.3M1
86CREDIT AGRICOLE S A$7.8M1
87VANGUARD ASSET MANAGEMENT, Ltd$7.6M1
88Chevy Chase Trust Holdings, LLC$7.4M1
89Hudson Bay Capital Management LP$7.0M1
90Engineers Gate Manager LP$6.9M1
91Mitsubishi UFJ Trust & Banking Corp$6.8M1
92Vanguard Investments Australia, Ltd.$6.8M1
93TRUIST FINANCIAL CORP$6.6M1
94Connor, Clark & Lunn Investment Management Ltd.$6.5M1
95APG Asset Management N.V.$6.4M1
96Universal- Beteiligungs- und Servicegesellschaft mbH$6.3M1
97Asset Management One Co., Ltd.$6.2M1
98VICTORY CAPITAL MANAGEMENT INC$6.1M1
99FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$6.0M1
100Cetera Investment Advisers$5.9M1
101NOMURA ASSET MANAGEMENT CO LTD$5.8M1
102B. Metzler seel. Sohn & Co. AG$5.7M1
103Eurizon Capital SGR S.p.A.$5.6M1
104Swiss Life Asset Management Ltd$5.6M1
105XTX Topco Ltd$5.4M1
106TD ASSET MANAGEMENT INC$5.3M1
107FMR LLC$5.2M1
108State of New Jersey Common Pension Fund D$5.1M1
109OCCUDO QUANTITATIVE STRATEGIES LP$5.1M1
110Voleon Capital Management LP$4.8M1
111Tredje AP-fonden$4.7M1
112Lansforsakringar Fondforvaltning AB (publ)$4.7M1
113Resona Asset Management Co.,Ltd.$4.6M1
114CIBC Bancorp USA Inc.$4.5M1
115TWO SIGMA INVESTMENTS, LP$4.4M1
116Financiere des Professionnels - Fonds d'investissement inc.$4.4M1
117TORONTO DOMINION BANK$4.3M1
118STATE OF MICHIGAN RETIREMENT SYSTEM$4.3M1
119Summit Trail Advisors, LLC$4.3M1
120Lafayette Investments, Inc.$4.2M1
121XPONANCE LLC$4.1M1
122Linden Thomas Advisory Services, LLC$4.0M1
123Czech National Bank$4.0M1
124Arizona State Retirement System$4.0M1
125Capital Group Private Client Services, Inc.$3.9M1
126Federation des caisses Desjardins du Quebec$3.7M1
127OPPENHEIMER ASSET MANAGEMENT INC.$3.7M1
128NewEdge Wealth, LLC$3.6M1
129CIBC Asset Management Inc$3.6M1
130Vestmark Advisory Solutions, Inc.$3.5M1
131Aberdeen Group plc$3.5M1
132FIFTH THIRD BANCORP$3.5M1
133Tidal Investments LLC$3.5M1
134VOLORIDGE INVESTMENT MANAGEMENT, LLC$3.5M1
135COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.5M1
136NATIONAL BANK OF CANADA /FI/$3.4M1
137Ensign Peak Advisors, Inc$3.4M1
138Inspire Investing, LLC$3.4M1
139Sanctuary Advisors, LLC$3.4M1
140VOYA INVESTMENT MANAGEMENT LLC$3.3M1
141Mirae Asset Global Investments Co., Ltd.$3.2M1
142Retirement Systems of Alabama$3.1M1
143SIR Capital Management, L.P.$3.0M1
144IFM Investors Pty Ltd$3.0M1
145&PARTNERS$3.0M1
146Freestone Grove Partners LP$2.8M1
147SEB Asset Management AB$2.8M1
148MERCER GLOBAL ADVISORS INC /ADV$2.8M1
149STOREBRAND ASSET MANAGEMENT AS$2.8M1
150PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$2.8M1
151O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.7M1
152Illinois Municipal Retirement Fund$2.6M1
153National Pension Service$2.6M1
154Daiwa Securities Group Inc.$2.5M1
155ASR Vermogensbeheer N.V.$2.5M1
156Creative Planning$2.5M1
157Atria Investments, Inc$2.4M1
158Utah Retirement Systems$2.4M1
159PUBLIC SECTOR PENSION INVESTMENT BOARD$2.4M1
160Henshaw Capital LLC$2.4M1
161Avanza Fonder AB$2.4M1
162Bridgewater Associates, LP$2.3M1
163ProShare Advisors LLC$2.3M1
164Orion Porfolio Solutions, LLC$2.2M1
165OMERS ADMINISTRATION Corp$2.1M1
166BANK OF NOVA SCOTIA$2.1M1
167NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.1M1
168SIGMA INVESTMENT COUNSELORS INC$2.0M1
169Pathstone Holdings, LLC$2.0M1
170BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.0M1
171DAVENPORT & Co LLC$2.0M1
172UniSuper Management Pty Ltd$2.0M1
173NEOS Investment Management LLC$2.0M1
174BOK Financial Private Wealth, Inc.$2.0M1
175NISSAY ASSET MANAGEMENT CORP /JAPAN$2.0M1
176Vanguard Personalized Indexing Management, LLC$2.0M1
177Rockefeller Capital Management L.P.$1.9M1
178Sumitomo Mitsui DS Asset Management Company, Ltd$1.8M1
179Bank Julius Baer & Co. Ltd, Zurich$1.7M1
180OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.7M1
181MACKENZIE FINANCIAL CORP$1.7M1
182CFO4Life Group, LLC$1.7M1
183Dynamic Technology Lab Private Ltd$1.6M1
184US BANCORP \DE\$1.6M1
185Steward Partners Investment Advisory, LLC$1.6M1
186NORDEA INVESTMENT MANAGEMENT AB$1.6M1
187PRINCIPAL SECURITIES, INC.$1.6M1
188Capital International Sarl$1.6M1
189MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.6M1
190Corient Private Wealth LLC$1.5M1
191YOUSIF CAPITAL MANAGEMENT, LLC$1.5M1
192Empowered Funds, LLC$1.5M1
193OP Asset Management Ltd$1.5M1
194HighTower Advisors, LLC$1.5M1
195Cerity Partners LLC$1.4M1
196Janus Henderson Group Ltd.$1.4M1
197MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.4M1
198LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.4M1
199Inspire Advisors, LLC$1.4M1
200Factor Wealth Management LTD$1.4M1
201Roundview Capital LLC$1.4M1
202DONALDSON CAPITAL MANAGEMENT, LLC$1.4M1
203OSAIC HOLDINGS, INC.$1.4M1
204ASSETMARK, INC$1.4M1
205COMMONWEALTH EQUITY SERVICES, LLC$1.3M1
206QRG CAPITAL MANAGEMENT, INC.$1.3M1
207MITCHELL & PAHL PRIVATE WEALTH, LLC$1.3M1
208Keebeck Wealth Management$1.3M1
209MAI Capital Management$1.2M1
210ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1.2M1
211Callan Family Office, LLC$1.2M1
212Capital Wealth Alliance, LLC$1.2M1
213Kintegral Advisory, LLC$1.2M1
214MACQUARIE GROUP LTD$1.2M1
215MML INVESTORS SERVICES, LLC$1.1M1
216BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.1M1
217QUADRANT CAPITAL GROUP LLC$1.1M1
218CAXTON ASSOCIATES LLP$1.1M1
219Graham Capital Management, L.P.$1.1M1
220Investment Management Corp of Ontario$1.1M1
221Candriam S.C.A.$1.1M1
222Legato Capital Management LLC$1.0M1
223EVERGREEN CAPITAL MANAGEMENT LLC$1.0M1
224NOVEM GROUP$1.0M1
225ABN AMRO INVESTMENT SOLUTIONS$1.0M1
226Harbor Advisors LLC$1.0M1
227Taproot Management LP$1.0M1
228Assenagon Asset Management S.A.$980K1
229SCHRODER INVESTMENT MANAGEMENT GROUP$970K1
230WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$944K1
231HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$932K1
232ClearAlpha Technologies LP$924K1
233Snowden Capital Advisors LLC$918K1
234Havemeyer Place LP$912K1
235MIZUHO SECURITIES USA LLC$895K1
236Heritage Family Offices, LLP$881K1
237Vident Advisory, LLC$866K1
238CANADA PENSION PLAN INVESTMENT BOARD$859K1
239Ethic Inc.$828K1
240Ameritas Advisory Services, LLC$828K1
241Allianz Asset Management GmbH$803K1
242Advisors Asset Management, Inc.$794K1
243Sepio Capital, LP$769K1
244M&T BANK CORP$751K1
245Curi Capital, LLC$751K1
246Blue Trust, Inc.$751K1
247Metis Global Partners, LLC$738K1
248Brooklyn Investment Group$735K1
249Maryland State Retirement & Pension System$729K1
250Marshall Financial Group, LLC$721K1
251CWM, LLC$703K1
252Qsemble Capital Management, LP$692K1
253Norinchukin Bank, The$687K1
254TOKIO MARINE ASSET MANAGEMENT CO LTD$685K1
255ELEVATION POINT WEALTH PARTNERS, LLC$669K1
256Concurrent Investment Advisors, LLC$663K1
257Sequoia Financial Advisors, LLC$658K1
258HB Wealth Management, LLC$656K1
259PRUDENTIAL PLC$651K1
260Numerai GP LLC$650K1
261COMMERCE BANK$648K1
262Invariant Investment Management$644K1
263Polymer Capital Management (US) LLC$642K1
264Allspring Global Investments Holdings, LLC$630K1
265COLDSTREAM CAPITAL MANAGEMENT INC$625K1
2661832 Asset Management L.P.$614K1
267MUFG Securities EMEA plc$609K1
268OFI INVEST ASSET MANAGEMENT$608K1
269BLAIR WILLIAM & CO/IL$606K1
270MOKAN Wealth Management Inc.$588K1
271Private Advisor Group, LLC$586K1
272Wilmington Savings Fund Society, FSB$569K1
273Edgestream Partners, L.P.$569K1
274JOURNEY STRATEGIC WEALTH LLC$549K1
275IMC-Chicago, LLC$547K1
276NewEdge Advisors, LLC$544K1
277LVW Advisors, LLC$538K1
278Banque Cantonale Vaudoise$538K1
279INTECH INVESTMENT MANAGEMENT LLC$537K1
280Union Bancaire Privee, UBP SA$533K1
281Y-Intercept (Hong Kong) Ltd$532K1
282Clarity Asset Management, Inc.$524K1
283AXQ CAPITAL, LP$519K1
284Osmosis Investment Management UK Ltd$514K1
285ROYAL LONDON ASSET MANAGEMENT LTD$513K1
286Dai-ichi Life Insurance Company, Ltd$512K1
287Jefferies Financial Group Inc.$511K1
288NOMURA HOLDINGS INC$507K1
289Envestnet Portfolio Solutions, Inc.$499K1
290Global X Japan Co., Ltd.$489K1
291KESTRA PRIVATE WEALTH SERVICES, LLC$482K1
292NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$474K1
293Waverly Advisors, LLC$467K1
294Westerkirk Capital Inc.$467K1
295Impact Capital Partners LLC$463K1
296Atala Financial Inc$462K1
297Belpointe Asset Management LLC$458K1
298PANAGORA ASSET MANAGEMENT INC$449K1
299Gibbs Wealth Management$442K1
300E. Ohman J:or Asset Management AB$435K1
301North Dakota State Investment Board$431K1
302SECURIAN ASSET MANAGEMENT, INC$418K1
303SIH Partners, LLLP$411K1
304Cherry Tree Wealth Management, LLC$388K1
305Kathmere Capital Management, LLC$383K1
306NIXON PEABODY TRUST CO$374K1
307Merit Financial Group, LLC$369K1
308Bryn Mawr Trust Advisors, LLC$357K1
309Vontobel Holding Ltd.$344K1
310Penobscot Investment Management Company, Inc.$334K1
311UNITED CAPITAL FINANCIAL ADVISORS, LLC$333K1
312ING GROEP NV$332K1
313Procyon Advisors, LLC$332K1
314Verition Fund Management LLC$330K1
315INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$325K1
316Peak Asset Management, LLC$325K1
317CIBC WORLD MARKET INC.$324K1
318INTRUST BANK NA$322K1
319CI INVESTMENTS INC.$317K1
320JANE STREET GROUP, LLC$316K1
321Crossmark Global Holdings, Inc.$315K1
322Foster Group, Inc.$307K1
323EVERPAR ADVISORS LLC$302K1
324Baron Wealth Management LLC$293K1
325GTS SECURITIES LLC$289K1
326PATTON FUND MANAGEMENT, INC.$286K1
327Sagewood Asset Management LP$282K1
328Walleye Capital LLC$281K1
329NORDEN GROUP LLC$277K1
330New England Research & Management, Inc.$272K1
331AE Wealth Management LLC$269K1
332Wealthfront Advisers LLC$268K1
333Larson Financial Group LLC$262K1
334WEALTH ALLIANCE, LLC$257K1
335JAMISON PRIVATE WEALTH MANAGEMENT, INC.$257K1
336Apella Capital, LLC$251K1
337Apollon Wealth Management, LLC$251K1
338GREENLEAF TRUST$246K1
339Cypress Wealth Services, LLC$246K1
340DV Trading LLC$241K1
341Keudell/Morrison Wealth Management$240K1
342DIVERSIFY WEALTH MANAGEMENT, LLC$238K1
343Checchi Capital Advisers, LLC$237K1
344OneDigital Investment Advisors LLC$236K1
3454J Wealth Management LLC$233K1
346Cane Capital Partners, LLC$232K1
347Longaeva Partners L.P.$230K1
348AlTi Global, Inc.$229K1
349Vise Technologies, Inc.$229K1
350CADINHA & CO LLC$227K1
351EVOLVE PRIVATE WEALTH, LLC$227K1
352SIGNATUREFD, LLC$221K1
353DRW Securities, LLC$221K1
354TEACHER RETIREMENT SYSTEM OF TEXAS$220K1
355GREAT LAKES ADVISORS, LLC$218K1
356EXCHANGE TRADED CONCEPTS, LLC$218K1
357Outlook Wealth Advisors, LLC$218K1
358Thrive Wealth Management, LLC$215K1
359TruNorth Capital Management, LLC$212K1
360GENESIS PRIVATE WEALTH, LLC$210K1
361Ballentine Partners, LLC$208K1
362SIG BROKERAGE, LP$208K1
363Siemens Fonds Invest GmbH$207K1
364Laird Norton Wetherby Trust Company, LLC$204K1
365Cadent Capital Advisors, LLC$203K1
366Stratos Investment Management, LLC$200K1
367Aster Capital Management (DIFC) Ltd$184K1
368MCF Advisors LLC$158K1
369NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$145K1
370TEMA ETFS LLC$137K1
371Ameritas Investment Partners, Inc.$133K1
372Tower Research Capital LLC (TRC)$115K1
373FIL Ltd$108K1
374Transamerica Financial Advisors, LLC$103K1
375Annis Gardner Whiting Capital Advisors, LLC$81.7K1
376Walleye Trading LLC$81.2K1
377Generali Asset Management SPA SGR$80.8K1
378DHJJ Financial Advisors, Ltd.$69.6K1
379HM PAYSON & CO$62.7K1
380Financially Speaking Inc$61.7K1
381LORD, ABBETT & CO. LLC$60.5K1
382Pinnacle Wealth Planning Services, Inc.$53.4K1
383Leonteq Securities AG$52.0K1
384Smartleaf Asset Management LLC$48.5K1
385Indiana Trust & Investment Management Co$46.4K1
386UMB Bank, n.a.$38.1K1
387Allworth Financial LP$33.0K1
388MATHER GROUP, LLC.$32.0K1
389DT Investment Partners, LLC$32.0K1
390WealthCollab, LLC$31.1K1
391TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$31.1K1
392TD Waterhouse Canada Inc.$30.6K1
393N.E.W. Advisory Services LLC$29.7K1
394NATIXIS ADVISORS, LLC$26.3K1
395TOTH FINANCIAL ADVISORY CORP$20.0K1
396State of Wyoming$19.0K1
397JFS WEALTH ADVISORS, LLC$18.1K1
398Arax Advisory Partners$18.1K1
399Salomon & Ludwin, LLC$16.8K1
400Cromwell Holdings LLC$16.3K1
401Parkside Financial Bank & Trust$16.2K1
402Manchester Capital Management LLC$14.9K1
403CVA Family Office, LLC$14.9K1
404ACADIAN ASSET MANAGEMENT LLC$14.5K1
405ENTRUST FINANCIAL LLC$14.4K1
406Frazier Financial Advisors, LLC$13.5K1
407Signature Equity Partners, LLC$13.2K1
408Crewe Advisors LLC$12.1K1
409Measured Wealth Private Client Group, LLC$12.1K1
410Johnson Financial Group, Inc.$11.7K1
411Owl Creek Wealth Partners LLC$10.2K1
412SIMPLEX TRADING, LLC$10.2K1
413BEACON INVESTMENT ADVISORY SERVICES, INC.$9.7K1
414MEEDER ASSET MANAGEMENT INC$8.4K1
415DAGCO, INC.$8.4K1
416CANADA LIFE ASSURANCE Co$7.9K1
417DekaBank Deutsche Girozentrale$7.4K1
418ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$7.0K1
419Clearstead Advisors, LLC$7.0K1
420Bell Investment Advisors, Inc$7.0K1
421ELEVATION WEALTH PARTNERS, LLC$6.5K1
422Treasurer of the State of North Carolina$6.3K1
423First Pacific Financial$6.0K1
424Mn Services Vermogensbeheer B.V.$5.7K1
425United Financial Planning Group LLC$5.1K1
426Private Wealth Management Group, LLC$4.6K1
427MidFirst Bank$4.6K1
428BARTLETT & CO. WEALTH MANAGEMENT LLC$4.6K1
429Sachetta, LLC$4.2K1
430WOLFF WIESE MAGANA LLC$3.7K1
431Altshuler Shaham Ltd$3.7K1
432KBC Group NV$3.4K1
433Financial Network Wealth Advisors LLC$3.3K1
434JONES FINANCIAL COMPANIES LLLP$3.2K1
435Asset Dedication, LLC$3.2K1
436SJS Investment Consulting Inc.$3.2K1
437DiNuzzo Private Wealth, Inc.$3.2K1
438AMALGAMATED BANK$3.1K1
439IMG Wealth Management, Inc.$2.8K1
440Ilmarinen Mutual Pension Insurance Co$2.5K1
441Valued Wealth Advisors LLC$2.3K1
442WEBSTER BANK, N. A.$2.3K1
443EASTERN BANK$2.3K1
444SUMMIT SECURITIES GROUP LLC$2.3K1
445J.Safra Asset Management Corp$2.3K1
446Keating Financial Advisory Services, Inc.$2.3K1
447Retirement Wealth Solutions LLC$1.9K1
448Rialto Wealth Management, LLC$1.9K1
449Wealth Enhancement Trust Services, Inc.$1.9K1
450VALLEY NATIONAL ADVISERS INC$1.8K1
451State of Alaska, Department of Revenue$1.5K1
452Raleigh Capital Management Inc.$1.4K1
453Vermillion Wealth Management, Inc.$1.4K1
454SHP Wealth Management$1.4K1
455MCGUIRE CAPITAL ADVISORS INC$1.4K1
456SouthState Bank Corp$9291
457Quaker Wealth Management, LLC$9291
458Addison Advisors LLC$9291
459True Wealth Design, LLC$9291
460HFM Investment Advisors, LLC$9281
461Vestcor Inc$7771
462Spire Wealth Management$6961
463THRIVENT FINANCIAL FOR LUTHERANS$5881
464MV CAPITAL MANAGEMENT, INC.$4651
465Physician Wealth Advisors, Inc.$4651
466TFC Financial Management, Inc.$4651
467DecisionPoint Financial, LLC$4651
468American Capital Advisory, LLC$4651
469Seneschal Advisors, LLC$4651
470Activest Wealth Management$4641
471Wall Street Financial Group, Inc.$4641
472Synergy Investment Management, LLC$4641
473Burk Holdings LLC$4641
474Penserra Capital Management LLC$3441
475CENTAURUS FINANCIAL, INC.$3191
476GSA CAPITAL PARTNERS LLP$2771
477Smithfield Trust Co$1001
478Harel Insurance Investments & Financial Services Ltd.$201
479CX Institutional$201
480Capital Advisors, Ltd. LLC$161
481Capital Analysts, LLC$101
482Westfuller Advisors, LLC$21
483Avion Wealth$01
484VANGUARD GROUP INC$01
485GLENMEDE TRUST CO NA$01
486HANCOCK WHITNEY CORP$01
487HARBOUR INVESTMENTS, INC.$01
488HOWARD HUGHES MEDICAL INSTITUTE$01
489NBT BANK, N.A.$01
490COMERICA BANK$01
491StoneX Group Inc.$01
492VIRGINIA RETIREMENT SYSTEMS ET Al$01
493OSTERWEIS CAPITAL MANAGEMENT INC$01
494D. E. Shaw & Co., Inc.$01
495RENAISSANCE TECHNOLOGIES LLC$01
496GROUPAMA ASSET MANAGMENT$01
497CIBC WORLD MARKETS CORP$01
498PARK AVENUE SECURITIES LLC$01
499PRUDENTIAL FINANCIAL INC$01
500LAZARD ASSET MANAGEMENT LLC$01
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 LII

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for LII · financials and macro

Financials — as filed PLANNED

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