Public record / Tickers / LOPE

LOPE — Grand Canyon Education, Inc.

Both disclosure regimes on one name: who in Congress filed about LOPE, 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
12
all PTR rows naming LOPE
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
06-08
filed 2024-06-08
13F holders
411
top-411 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 2019-12-09 → filed 2019-12-31. Ranked over every LOPE row by the provable lower bound, never a point estimate.

No member disclosed LOPE 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

No dated LOPE 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 LOPE · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning LOPE
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2024-06-08Josh Gottheimer D–NJ-5Purchase · JT (jointly owned)Traded 05-06 +33d$1K–$15K
2024-02-15Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 01-09 +37d$1K–$15K
2024-01-07Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 2023-12-20 +18d$1K–$15K
2021-08-09Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 07-01 +39d$1K–$15K
2020-11-09Greg Gianforte R–MT-ALSale · partial · JT (partial sale, jointly owned)Traded 10-13 +27d$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 12 ↗

Members active in LOPE

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

No member disclosed LOPE in the trailing 12 months.

Congress ↔ notable managers · LOPE

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 $23.4M held
Trimming
1 Bridgewater Associates $257K held

new + add vs trim + exit, by shares · $ = reported value now, not the change · GRAND CANYON ED INC

Merged timeline of congressional filings and notable-manager moves on LOPE
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+98,319 sh
2026-05-15Bridgewater Associates 13Ftrim−8,367 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 LOPE for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$478M1
2FMR LLC$456M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$220M1
4VANGUARD CAPITAL MANAGEMENT LLC$209M1
5WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$167M1
6STATE STREET CORP$146M1
7DIMENSIONAL FUND ADVISORS LP$106M1
8AQR CAPITAL MANAGEMENT LLC$88.1M1
9BANK OF MONTREAL /CAN/$78.5M1
10Invesco Ltd.$65.2M1
11Boston Partners$63.2M1
12FIL Ltd$60.5M1
13Quantinno Capital Management LP$56.0M1
14MORGAN STANLEY$53.9M1
15WASATCH ADVISORS LP$53.8M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$52.1M1
17NORTHERN TRUST CORP$46.2M1
18No Street GP LP$38.3M1
19Capital Research Global Investors$38.1M1
20RENAISSANCE TECHNOLOGIES LLC$36.6M1
21MASSACHUSETTS FINANCIAL SERVICES CO /MA/$35.9M1
22ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$31.5M1
23ABN AMRO Bank N.V.$30.7M1
24VANGUARD FIDUCIARY TRUST CO$29.1M1
25ENVESTNET ASSET MANAGEMENT INC$26.9M1
26BANK OF AMERICA CORP /DE/$24.4M1
27D. E. Shaw & Co., Inc.$23.7M1
28Gotham Asset Management, LLC$23.4M1
29Qube Research & Technologies Ltd$22.3M1
30Point72 Asset Management, L.P.$21.0M1
31AMERICAN CENTURY COMPANIES INC$18.6M1
32PANAGORA ASSET MANAGEMENT INC$18.1M1
33Allianz Asset Management GmbH$17.9M1
34CITADEL ADVISORS LLC$16.6M1
35Amundi$14.2M1
36Prospect Capital Advisors, LLC$13.7M1
37PUBLIC SECTOR PENSION INVESTMENT BOARD$13.0M1
38UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$12.5M1
39CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$12.4M1
40ABN AMRO INVESTMENT SOLUTIONS$11.6M1
41PRINCIPAL FINANCIAL GROUP INC$10.5M1
42CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$10.0M1
43FIRST SABREPOINT CAPITAL MANAGEMENT LP$9.9M1
44OPPENHEIMER ASSET MANAGEMENT INC.$9.8M1
45Swiss National Bank$9.4M1
46Foresight Group Ltd Liability Partnership$9.4M1
47DEUTSCHE BANK AG\$9.1M1
48RAYMOND JAMES FINANCIAL INC$9.0M1
49STATE OF WISCONSIN INVESTMENT BOARD$8.9M1
50Nuveen, LLC$8.9M1
51UBS Group AG$8.8M1
52ROYAL BANK OF CANADA$8.1M1
53ALLIANCEBERNSTEIN L.P.$8.1M1
54FIRST TRUST ADVISORS LP$7.9M1
55Skylands Capital, LLC$7.9M1
56TEACHER RETIREMENT SYSTEM OF TEXAS$7.8M1
57MILLENNIUM MANAGEMENT LLC$7.4M1
58JANE STREET GROUP, LLC$7.2M1
59Legal & General Group Plc$7.0M1
60Man Group plc$6.8M1
61BANK OF NOVA SCOTIA$6.2M1
62Vident Advisory, LLC$5.9M1
63Crossmark Global Holdings, Inc.$5.9M1
64Riverwater Partners LLC$5.8M1
65Retirement Systems of Alabama$5.8M1
66Engineers Gate Manager LP$5.8M1
67Sovereign's Capital Management, LLC$5.7M1
68VOYA INVESTMENT MANAGEMENT LLC$5.3M1
69Universal- Beteiligungs- und Servicegesellschaft mbH$5.0M1
70STIFEL FINANCIAL CORP$4.8M1
71FRANKLIN RESOURCES INC$4.7M1
72Creative Planning$4.6M1
73STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$4.6M1
74VANGUARD ASSET MANAGEMENT, Ltd$4.4M1
75Trexquant Investment LP$4.4M1
76Cerity Partners LLC$4.4M1
77WINTON GROUP Ltd$4.4M1
78BARCLAYS PLC$4.3M1
79CITIGROUP INC$3.8M1
80HEARTLAND ADVISORS INC$3.5M1
81SEI INVESTMENTS CO$3.5M1
82ExodusPoint Capital Management, LP$3.4M1
83MANUFACTURERS LIFE INSURANCE COMPANY, THE$3.3M1
84Holocene Advisors, LP$3.3M1
85Corient Private Wealth LLC$3.2M1
86Assenagon Asset Management S.A.$3.2M1
87Inspire Investing, LLC$3.1M1
88WORLDQUANT MILLENNIUM ADVISORS LLC$3.0M1
89Bridge City Capital, LLC$3.0M1
90Blackstone Inc.$2.8M1
91RBF Capital, LLC$2.6M1
92State of New Jersey Common Pension Fund D$2.5M1
93Cetera Investment Advisers$2.4M1
94US BANCORP \DE\$2.4M1
95IEQ CAPITAL, LLC$2.3M1
96Janus Henderson Group Ltd.$2.3M1
97SCHRODER INVESTMENT MANAGEMENT GROUP$2.2M1
98Quadrature Capital Ltd$2.1M1
99LPL Financial LLC$2.1M1
100HSBC HOLDINGS PLC$2.0M1
101ONTARIO TEACHERS PENSION PLAN BOARD$2.0M1
102ZACKS INVESTMENT MANAGEMENT$2.0M1
103Focus Partners Wealth$2.0M1
104MACQUARIE GROUP LTD$1.9M1
105Vanguard Global Advisers, LLC$1.9M1
106XTX Topco Ltd$1.9M1
107Dynamic Technology Lab Private Ltd$1.9M1
108NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$1.9M1
109Oak Thistle LLC$1.9M1
110CANADA PENSION PLAN INVESTMENT BOARD$1.9M1
111WELLINGTON MANAGEMENT GROUP LLP$1.8M1
112NewEdge Wealth, LLC$1.8M1
113MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.8M1
114OCCUDO QUANTITATIVE STRATEGIES LP$1.8M1
115POSTROCK PARTNERS LLC$1.8M1
116Summit Trail Advisors, LLC$1.8M1
117FIFTH THIRD BANCORP$1.7M1
118Brevan Howard Capital Management LP$1.7M1
119OSSIAM$1.7M1
120&PARTNERS$1.6M1
121Y-Intercept (Hong Kong) Ltd$1.6M1
122Zurcher Kantonalbank (Zurich Cantonalbank)$1.6M1
123MERCER GLOBAL ADVISORS INC /ADV$1.6M1
124LAZARD ASSET MANAGEMENT LLC$1.6M1
125Mitsubishi UFJ Trust & Banking Corp$1.5M1
126Values First Advisors, Inc.$1.5M1
127OSAIC HOLDINGS, INC.$1.4M1
128VICTORY CAPITAL MANAGEMENT INC$1.4M1
129TWO SIGMA INVESTMENTS, LP$1.4M1
130Schonfeld Strategic Advisors LLC$1.4M1
131YOUSIF CAPITAL MANAGEMENT, LLC$1.4M1
132CREDIT AGRICOLE S A$1.4M1
133FOX RUN MANAGEMENT, L.L.C.$1.3M1
134Orion Porfolio Solutions, LLC$1.3M1
135Arizona State Retirement System$1.3M1
136Vanguard Investments Australia, Ltd.$1.2M1
137New Age Alpha Advisors, LLC$1.2M1
138COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.2M1
139Caprock Group, LLC$1.2M1
140Inscription Capital, LLC$1.1M1
141STATE OF MICHIGAN RETIREMENT SYSTEM$1.1M1
142Vanguard Personalized Indexing Management, LLC$1.1M1
143EXCHANGE TRADED CONCEPTS, LLC$1.1M1
144TRUIST FINANCIAL CORP$1.1M1
145Edgestream Partners, L.P.$1.1M1
146WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.1M1
147NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.1M1
148Ensign Peak Advisors, Inc$1.0M1
149Empowered Funds, LLC$993K1
150OREGON PUBLIC EMPLOYEES RETIREMENT FUND$959K1
151NOVEM GROUP$892K1
152CWM, LLC$875K1
153Ameritas Investment Partners, Inc.$861K1
154Graham Capital Management, L.P.$797K1
155Atria Investments, Inc$797K1
156TWIN CAPITAL MANAGEMENT INC$788K1
157NewEdge Advisors, LLC$786K1
158Headlands Technologies LLC$783K1
159GUGGENHEIM CAPITAL LLC$775K1
160Pictet Asset Management Holding SA$771K1
161MML INVESTORS SERVICES, LLC$756K1
162Callan Family Office, LLC$748K1
163ASSETMARK, INC$729K1
164Kera Capital Partners, Inc.$710K1
165XPONANCE LLC$705K1
166CAPSTONE INVESTMENT ADVISORS, LLC$696K1
167DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$694K1
168FIDUCIARY TRUST CO$690K1
169BENJAMIN EDWARDS INC$684K1
170BTC Capital Management, Inc.$659K1
171CIBC Bancorp USA Inc.$658K1
172Connor, Clark & Lunn Investment Management Ltd.$650K1
173LECAP ASSET MANAGEMENT LTD$643K1
174Empirical Asset Management, LLC$643K1
175Inspire Advisors, LLC$613K1
176BURNEY CO/$610K1
177O'SHAUGHNESSY ASSET MANAGEMENT, LLC$606K1
178Allspring Global Investments Holdings, LLC$604K1
179Marshall Financial Group, LLC$599K1
180Perbak Capital Partners LLP$590K1
181COLDSTREAM CAPITAL MANAGEMENT INC$587K1
182VIRTUS ADVISERS, LLC$577K1
183Parkside Financial Bank & Trust$565K1
184WELLS FARGO & COMPANY/MN$555K1
185Chicago Partners Investment Group LLC$535K1
186Precision Wealth Strategies, LLC$525K1
187M&T BANK CORP$519K1
188Aaron Wealth Advisors LLC$518K1
189ALPS ADVISORS INC$514K1
190Fieldview Capital Management, LLC$509K1
191FEDERATED HERMES, INC.$504K1
192COMMERCE BANK$500K1
193CHOREO, LLC$498K1
194Tidal Investments LLC$480K1
195Radnor Capital Management, LLC$476K1
196HighTower Advisors, LLC$475K1
197LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$474K1
198Pathstone Holdings, LLC$466K1
199AVIVA PLC$464K1
200EVERGREEN CAPITAL MANAGEMENT LLC$435K1
201Voya Financial Advisors, Inc.$432K1
202Candriam S.C.A.$430K1
203Pinnacle Financial Partners, Inc.$428K1
204Tower Research Capital LLC (TRC)$413K1
205Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$405K1
206WEALTH ALLIANCE, LLC$403K1
207Baron Wealth Management LLC$402K1
208Net Worth Advisory Group$401K1
209MIRABELLA FINANCIAL SERVICES LLP$396K1
210ESSEX INVESTMENT MANAGEMENT CO LLC$391K1
211SILVER OAK SECURITIES, INCORPORATED$389K1
212Sanctuary Advisors, LLC$385K1
213Sequoia Financial Advisors, LLC$373K1
214Brooklyn Investment Group$373K1
215Magnetar Financial LLC$367K1
216KESTRA PRIVATE WEALTH SERVICES, LLC$353K1
217BROWN ADVISORY INC$352K1
218Quantum Portfolio Management LLC$346K1
219SECURIAN ASSET MANAGEMENT, INC$344K1
220DRW Securities, LLC$344K1
221Private Advisor Group, LLC$341K1
222Baker Avenue Asset Management, LP$336K1
223TWO SIGMA SECURITIES, LLC$329K1
224Squarepoint Ops LLC$328K1
225QUADRANT CAPITAL GROUP LLC$328K1
226HUB Investment Partners, LLC$327K1
227MACKENZIE FINANCIAL CORP$318K1
228Ifrah Financial Services, Inc.$314K1
229BOOTHBAY FUND MANAGEMENT, LLC$313K1
230State of Wyoming$307K1
231Baird Financial Group, Inc.$294K1
232Uncommon Cents Investing LLC$294K1
233PRUDENTIAL FINANCIAL INC$294K1
234Optas, LLC$291K1
235Hardy Reed LLC$277K1
236Frec Markets, Inc.$276K1
237Caitlin John, LLC$274K1
238Central Pacific Bank - Trust Division$270K1
239Financiere des Professionnels - Fonds d'investissement inc.$270K1
240Swiss Life Asset Management Ltd$269K1
241EP Wealth Advisors, LLC$267K1
242Aristides Capital LLC$258K1
243Bridgewater Associates, LP$257K1
244Citizens Business Bank$257K1
245Merit Financial Group, LLC$256K1
246Utah Retirement Systems$250K1
247QRG CAPITAL MANAGEMENT, INC.$246K1
248Cambria Investment Management, L.P.$239K1
249Smartleaf Asset Management LLC$237K1
250ClearAlpha Technologies LP$237K1
251CLEAR WAVE WEALTH MANAGEMENT LLC$236K1
252Aquatic Capital Management LLC$233K1
253Cresset Asset Management, LLC$231K1
254Maryland State Retirement & Pension System$230K1
255MGO ONE SEVEN LLC$228K1
256SkyOak Wealth, LLC$227K1
257Arax Advisory Partners$225K1
258REGIONS FINANCIAL CORP$225K1
259OneDigital Investment Advisors LLC$222K1
260Aster Capital Management (DIFC) Ltd$214K1
261BLAIR WILLIAM & CO/IL$210K1
262nVerses Capital, LLC$210K1
263HOHIMER WEALTH MANAGEMENT, LLC$210K1
264Geneos Wealth Management Inc.$204K1
265PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$204K1
266UNITED CAPITAL FINANCIAL ADVISORS, LLC$203K1
267Jefferies Financial Group Inc.$203K1
268Bayforest Capital Ltd$202K1
269Claro Advisors Inc.$201K1
270Freestone Grove Partners LP$192K1
271SIGNATUREFD, LLC$164K1
272Avanza Fonder AB$138K1
273Rockefeller Capital Management L.P.$135K1
274BARD ASSOCIATES INC$115K1
275BNP Paribas Asset Management Holding S.A.$109K1
276JPL Wealth Management, LLC$79.9K1
277Blue Trust, Inc.$79.7K1
278MCGUIRE CAPITAL ADVISORS INC$71.1K1
279MAI Capital Management$67.7K1
280Quarry LP$66.3K1
281UMB Bank, n.a.$63.9K1
282Cypress Capital Management LLC (WY)$63.8K1
283Daiwa Securities Group Inc.$59.7K1
284SJS Investment Consulting Inc.$58.2K1
285Crewe Advisors LLC$51.0K1
286True Wealth Design, LLC$39.3K1
287Larson Financial Group LLC$34.7K1
288Leonteq Securities AG$33.2K1
289Allworth Financial LP$28.0K1
290INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$26.2K1
291Hilltop National Bank$19.6K1
292ALGERT GLOBAL LLC$18.0K1
293Annis Gardner Whiting Capital Advisors, LLC$16.7K1
294JONES FINANCIAL COMPANIES LLLP$16.5K1
295MATHER GROUP, LLC.$16.5K1
296Federation des caisses Desjardins du Quebec$16.5K1
297Meramec Financial Planners, LLC$14.5K1
298DekaBank Deutsche Girozentrale$14.0K1
299WealthCollab, LLC$11.7K1
300Financial Network Wealth Advisors LLC$10.5K1
301Grove Bank & Trust$9.4K1
302Treasurer of the State of North Carolina$9.1K1
303Harel Insurance Investments & Financial Services Ltd.$8.1K1
304HRT FINANCIAL LP$7.9K1
305Bell Investment Advisors, Inc$7.1K1
306JFS WEALTH ADVISORS, LLC$6.1K1
307NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6.1K1
308THRIVENT FINANCIAL FOR LUTHERANS$5.7K1
309JNBA Financial Advisors$5.4K1
310Triumph Capital Management$5.1K1
311Valued Wealth Advisors LLC$5.1K1
312Mitsubishi UFJ Asset Management Co., Ltd.$4.9K1
313ELEVATION WEALTH PARTNERS, LLC$4.4K1
314Altshuler Shaham Ltd$4.3K1
315First Eagle Investment Management, LLC$4.1K1
316CVA Family Office, LLC$3.9K1
317Keating Financial Advisory Services, Inc.$3.9K1
318SIMPLEX TRADING, LLC$3.2K1
319Activest Wealth Management$3.1K1
320KBC Group NV$3.0K1
321CANADA LIFE ASSURANCE Co$2.9K1
322State of Alaska, Department of Revenue$2.7K1
323Beaird Harris Wealth Management, LLC$2.6K1
324COUNTRY TRUST BANK$2.4K1
325NATIXIS ADVISORS, LLC$2.2K1
326Private Wealth Management Group, LLC$2.0K1
327Steward Partners Investment Advisory, LLC$2.0K1
328Transamerica Financial Advisors, LLC$1.9K1
329Clearstead Advisors, LLC$1.7K1
330ALBION FINANCIAL GROUP /UT$1.7K1
331PICTON MAHONEY ASSET MANAGEMENT$1.4K1
332DiNuzzo Private Wealth, Inc.$1.2K1
333Kilter Group LLC$1.2K1
334Cromwell Holdings LLC$1.2K1
335SHP Wealth Management$8501
336Summit Global Investments$8021
337PARK AVENUE SECURITIES LLC$7841
338Rialto Wealth Management, LLC$6811
339GSA CAPITAL PARTNERS LLP$5931
340Signature Equity Partners, LLC$5101
341Vermillion Wealth Management, Inc.$3401
342HFM Investment Advisors, LLC$3401
343Vestcor Inc$2551
344Claret Asset Management Corp$2051
345TFC Financial Management, Inc.$1711
346Godfrey Financial Associates, Inc.$1701
347Employees Retirement System of Texas$371
348Navigoe, LLC$11
349Avion Wealth$01
350VANGUARD GROUP INC$01
351HARBOUR INVESTMENTS, INC.$01
352COMERICA BANK$01
353ACADIAN ASSET MANAGEMENT LLC$01
354TORONTO DOMINION BANK$01
355VIRGINIA RETIREMENT SYSTEMS ET Al$01
356ING GROEP NV$01
357OAK RIDGE INVESTMENTS LLC$01
358INTECH INVESTMENT MANAGEMENT LLC$01
359CSS LLC/IL$01
360AZZAD ASSET MANAGEMENT INC /ADV$01
361NOMURA HOLDINGS INC$01
362BALYASNY ASSET MANAGEMENT L.P.$01
363CIBC Private Wealth Group LLC$01
364Mariner, LLC$01
365NORGES BANK$01
366Robeco Institutional Asset Management B.V.$01
367SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$01
368SUSQUEHANNA INTERNATIONAL GROUP, LLP$01
369Verition Fund Management LLC$01
370TWO SIGMA ADVISERS, LP$01
371SG Capital Management LLC$01
372Skandinaviska Enskilda Banken AB (publ)$01
373HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$01
374Camelot Portfolios, LLC$01
375Krilogy Financial LLC$01
376CAPITAL INSIGHT PARTNERS, LLC$01
377CWA Asset Management Group, LLC$01
378Clearstead Trust, LLC$01
379Pinnacle Wealth Planning Services, Inc.$01
380Blueshift Asset Management, LLC$01
381Vestmark Advisory Solutions, Inc.$01
382Atom Investors LP$01
383Global Retirement Partners, LLC$01
384Walleye Capital LLC$01
385Salomon & Ludwin, LLC$01
386CBIZ Investment Advisory Services, LLC$01
387Concord Wealth Partners$01
388Kestra Advisory Services, LLC$01
389CHILDRESS CAPITAL ADVISORS, LLC$01
390Spire Wealth Management$01
391Optiver Holding B.V.$01
392Hennion & Walsh Asset Management, Inc.$01
393Pallas Capital Advisors LLC$01
394Focus Partners Advisor Solutions, LLC$01
395AlphaQuest LLC$01
396Snowden Capital Advisors LLC$01
397Stegent Equity Advisors, Inc.$01
398SageView Advisory Group, LLC$01
399Dunhill Financial, LLC$01
400Gallacher Capital Management LLC$01
401Kestra Investment Management, LLC$01
402Caitong International Asset Management Co., Ltd$01
403Susquehanna Portfolio Strategies, LLC$01
404Marex Group Ltd$01
405Envestnet Portfolio Solutions, Inc.$01
406Turning Point Benefit Group, Inc.$01
407NDVR, Inc.$01
408Integrated Quantitative Investments LLC$01
409SAGESPRING WEALTH PARTNERS, LLC$01
410OPTIMA CAPITAL LLC$01
411United Financial Planning Group LLC$01
Truncated by Public Filings. The published aggregate ranks the top 411 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 LOPE

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for LOPE · financials and macro

Financials — as filed PLANNED

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