Public record / Tickers / M

M — Macy's, Inc.

Both disclosure regimes on one name: who in Congress filed about M, 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
45
all PTR rows naming M
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
05-02
filed 2021-05-02
13F holders
436
top-436 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

Scott H. Peters · $50.0K–$100K

Sale · traded 2015-09-02 → filed 2015-09-12. Ranked over every M row by the provable lower bound, never a point estimate.

No member disclosed M 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.

7 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

No dated M 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 M · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning M
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2021-05-02Perdue , Jr, David A Sale · JT (jointly owned)Traded 2020-04-14 LATE·383d$15K–$50Kamendment pending
2020-05-07Dean Phillips D–MN-3PurchaseTraded 04-02 +35d$1K–$15K
2020-04-05David Perdue R–GAPurchase · JT (jointly owned)Traded 03-20 +16d$1K–$15K
2020-04-05David Perdue R–GAPurchase · JT (jointly owned)Traded 03-10 +26d$1K–$15K
2020-03-12Dean Phillips D–MN-3SaleTraded 02-28 +13d$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 45 ↗

Members active in M

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

No member disclosed M in the trailing 12 months.

Congress ↔ notable managers · M

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 $4.6M held

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

Merged timeline of congressional filings and notable-manager moves on M
DateWhoChangeSize
2026-05-15Berkshire Hathaway 13Fnew+3,038,355 sh
2026-05-15Gotham Asset Management 13Fadd+331,713 sh
2026-05-15Bridgewater Associates 13Ftrim−468,532 sh

3 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 M for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$511M1
2DIMENSIONAL FUND ADVISORS LP$298M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$247M1
4AMERICAN CENTURY COMPANIES INC$220M1
5VANGUARD CAPITAL MANAGEMENT LLC$206M1
6RWC Asset Management LLP$204M1
7STATE STREET CORP$169M1
8CHARLES SCHWAB INVESTMENT MANAGEMENT INC$167M1
9Newport Trust Company, LLC$125M1
10ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$104M1
11Allianz Asset Management GmbH$100.0M1
12AQR CAPITAL MANAGEMENT LLC$89.8M1
13Invesco Ltd.$70.3M1
14MORGAN STANLEY$63.5M1
15UBS Group AG$58.7M1
16BERKSHIRE HATHAWAY INC$55.0M1
17NORTHERN TRUST CORP$46.3M1
18FRANKLIN RESOURCES INC$43.9M1
19BARCLAYS PLC$32.6M1
20NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$31.5M1
21MACQUARIE GROUP LTD$30.2M1
22VANGUARD FIDUCIARY TRUST CO$29.7M1
23CITADEL ADVISORS LLC$29.4M1
24BARINGTON COMPANIES MANAGEMENT, LLC$26.2M1
25ROYCE & ASSOCIATES LP$25.1M1
26Gotham Asset Management, LLC$24.8M1
27HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$23.3M1
28Squarepoint Ops LLC$21.9M1
29MILLENNIUM MANAGEMENT LLC$19.2M1
30Invenomic Capital Management LP$19.0M1
31JANE STREET GROUP, LLC$17.9M1
32Nuveen, LLC$17.7M1
33BANK OF AMERICA CORP /DE/$17.7M1
34Trexquant Investment LP$17.4M1
35UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$17.1M1
36Quantinno Capital Management LP$15.9M1
37Qube Research & Technologies Ltd$14.6M1
38J. Goldman & Co LP$12.2M1
39FIRST TRUST ADVISORS LP$11.9M1
40SEI INVESTMENTS CO$11.6M1
41VOLORIDGE INVESTMENT MANAGEMENT, LLC$11.2M1
42Mitsubishi UFJ Trust & Banking Corp$11.2M1
43TWO SIGMA INVESTMENTS, LP$11.1M1
44Empowered Funds, LLC$10.8M1
45PRINCIPAL FINANCIAL GROUP INC$10.7M1
46Susquehanna Portfolio Strategies, LLC$10.6M1
47CITIGROUP INC$9.8M1
48Cambria Investment Management, L.P.$9.6M1
49CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$9.6M1
50Swiss National Bank$9.5M1
51Man Group plc$8.7M1
52ALLIANCEBERNSTEIN L.P.$8.1M1
53Legal & General Group Plc$8.1M1
54STATE OF WISCONSIN INVESTMENT BOARD$8.0M1
55CANADA PENSION PLAN INVESTMENT BOARD$8.0M1
56VICTORY CAPITAL MANAGEMENT INC$7.4M1
57INTECH INVESTMENT MANAGEMENT LLC$6.9M1
58Crossmark Global Holdings, Inc.$6.7M1
59CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$6.6M1
60Universal- Beteiligungs- und Servicegesellschaft mbH$6.3M1
61BNP Paribas Asset Management Holding S.A.$6.2M1
62Grantham, Mayo, Van Otterloo & Co. LLC$5.9M1
63Dupree Financial Group, LLC$5.9M1
64Retirement Systems of Alabama$5.9M1
65MARTINGALE ASSET MANAGEMENT L P$5.8M1
66HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$5.5M1
67Engineers Gate Manager LP$5.5M1
68CastleKnight Management LP$5.3M1
69MUFG Securities EMEA plc$5.1M1
70NORDEA INVESTMENT MANAGEMENT AB$4.8M1
71Corient Private Wealth LLC$4.7M1
72Voleon Capital Management LP$4.6M1
73Bridgewater Associates, LP$4.6M1
74HSBC HOLDINGS PLC$4.2M1
75Dana Investment Advisors, Inc.$4.2M1
76VANGUARD ASSET MANAGEMENT, Ltd$4.2M1
77Amundi$4.2M1
78Vanguard Global Advisers, LLC$4.1M1
79STOREBRAND ASSET MANAGEMENT AS$3.9M1
80FIFTH THIRD BANCORP$3.7M1
81CONTRARIAN CAPITAL MANAGEMENT, L.L.C.$3.6M1
82Waterfront Wealth Inc.$3.6M1
83PDT Partners, LLC$3.5M1
84MANUFACTURERS LIFE INSURANCE COMPANY, THE$3.4M1
85Mirae Asset Global Investments Co., Ltd.$3.4M1
86READYSTATE ASSET MANAGEMENT LP$3.4M1
87Elo Mutual Pension Insurance Co$3.3M1
88FORA Capital, LLC$3.3M1
89O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.2M1
90FMR LLC$3.2M1
91Kingsview Wealth Management, LLC$3.2M1
92ROYAL BANK OF CANADA$3.2M1
93STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$3.1M1
94VOYA INVESTMENT MANAGEMENT LLC$3.1M1
95STIFEL FINANCIAL CORP$2.9M1
96MACKENZIE FINANCIAL CORP$2.6M1
97MERCER GLOBAL ADVISORS INC /ADV$2.6M1
98CREDIT AGRICOLE S A$2.6M1
99LPL Financial LLC$2.6M1
100Walleye Capital LLC$2.6M1
101TEACHER RETIREMENT SYSTEM OF TEXAS$2.5M1
102MetLife Investment Management, LLC$2.4M1
103Qsemble Capital Management, LP$2.3M1
104RENAISSANCE TECHNOLOGIES LLC$2.3M1
105Zurcher Kantonalbank (Zurich Cantonalbank)$2.2M1
106Janus Henderson Group Ltd.$2.2M1
107Vinva Investment Management Ltd$2.2M1
108NICOLET BANKSHARES INC$2.2M1
109Convergence Investment Partners, LLC$2.1M1
110CUMBERLAND ADVISORS INC$2.1M1
111Artemis Investment Management LLP$1.9M1
112HB Wealth Management, LLC$1.9M1
113HUSSMAN STRATEGIC ADVISORS, INC.$1.9M1
114Wealthfront Advisers LLC$1.9M1
115Creative Planning$1.9M1
116State of New Jersey Common Pension Fund D$1.8M1
117MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.8M1
118YOUSIF CAPITAL MANAGEMENT, LLC$1.7M1
119PICTON MAHONEY ASSET MANAGEMENT$1.6M1
120Oak Thistle LLC$1.6M1
121RAYMOND JAMES FINANCIAL INC$1.6M1
122RITHOLTZ WEALTH MANAGEMENT$1.5M1
123Summit Trail Advisors, LLC$1.5M1
124Empirical Finance, LLC$1.4M1
125Tidal Investments LLC$1.3M1
126Arizona State Retirement System$1.3M1
127XTX Topco Ltd$1.3M1
128Walleye Trading LLC$1.3M1
129DEUTSCHE BANK AG\$1.3M1
130ONTARIO TEACHERS PENSION PLAN BOARD$1.3M1
131Cetera Investment Advisers$1.2M1
132SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.2M1
133COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.2M1
134Vanguard Investments Australia, Ltd.$1.2M1
135WINTON GROUP Ltd$1.2M1
136ZACKS INVESTMENT MANAGEMENT$1.2M1
137WELLS FARGO & COMPANY/MN$1.2M1
138Ensign Peak Advisors, Inc$1.2M1
139STATE OF MICHIGAN RETIREMENT SYSTEM$1.2M1
140SummerHaven Investment Management, LLC$1.1M1
141LAZARD ASSET MANAGEMENT LLC$1.1M1
142NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.1M1
143Friedenthal Financial$1.1M1
144Lebenthal Global Advisors, LLC$1.1M1
145Havemeyer Place LP$1.0M1
146TRUIST FINANCIAL CORP$1.0M1
147Vanguard Personalized Indexing Management, LLC$999K1
148Brevan Howard Capital Management LP$997K1
149NATIONAL BANK OF CANADA /FI/$991K1
150OREGON PUBLIC EMPLOYEES RETIREMENT FUND$987K1
151Quantbot Technologies LP$944K1
152HighTower Advisors, LLC$920K1
153Gerber Kawasaki Wealth & Investment Management$909K1
154BANK OF MONTREAL /CAN/$901K1
155Ameritas Investment Partners, Inc.$890K1
156Cerity Partners LLC$842K1
157Mariner, LLC$827K1
158FEDERATED HERMES, INC.$767K1
159Focus Partners Wealth$760K1
160Pictet Asset Management Holding SA$755K1
161EVOLVE PRIVATE WEALTH, LLC$739K1
162QUADRANT CAPITAL GROUP LLC$697K1
163Factorial Partners, LLC$687K1
164Pathstone Holdings, LLC$668K1
165CWM, LLC$650K1
166GUGGENHEIM CAPITAL LLC$644K1
167DRW Securities, LLC$632K1
168WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$631K1
169Machina Capital S.A.S.$626K1
170XPONANCE LLC$616K1
171ENVESTNET ASSET MANAGEMENT INC$609K1
172Sequoia Financial Advisors, LLC$586K1
173Sagewood Asset Management LP$571K1
174Verition Fund Management LLC$567K1
175GROUP ONE TRADING LLC$565K1
176QRG CAPITAL MANAGEMENT, INC.$548K1
177HIGHLAND CAPITAL MANAGEMENT, LLC$534K1
178Polymer Capital Management (US) LLC$531K1
179Swiss Life Asset Management Ltd$483K1
180Vise Technologies, Inc.$475K1
181AXQ CAPITAL, LP$466K1
182Verdad Advisers, LP$463K1
183Quantum Portfolio Management LLC$441K1
184Visionary Wealth Advisors$430K1
185Savant Capital, LLC$410K1
186One Wealth Advisors, LLC$395K1
187WRIGHT INVESTORS SERVICE INC$390K1
188Truvestments Capital LLC$389K1
189Graham Capital Management, L.P.$388K1
190State of Wyoming$384K1
191Robeco Institutional Asset Management B.V.$372K1
192PINNACLE ASSOCIATES LTD$362K1
193COMMONWEALTH EQUITY SERVICES, LLC$356K1
194SECURIAN ASSET MANAGEMENT, INC$354K1
195US BANCORP \DE\$353K1
196OSAIC HOLDINGS, INC.$328K1
197Rafferty Asset Management, LLC$328K1
198SUMMIT SECURITIES GROUP LLC$316K1
199BCS Wealth Management$313K1
200Ethic Inc.$309K1
201EntryPoint Capital, LLC$305K1
202Private Advisor Group, LLC$304K1
203Diversified Trust Co$295K1
204Paragon Capital Management Ltd$294K1
205Range Financial Group LLC$290K1
206Caitong International Asset Management Co., Ltd$289K1
207Taproot Management LP$284K1
208BOOTHBAY FUND MANAGEMENT, LLC$282K1
209MML INVESTORS SERVICES, LLC$280K1
210PANAGORA ASSET MANAGEMENT INC$279K1
211Wallace Capital Management Inc.$270K1
212BLAIR WILLIAM & CO/IL$270K1
213Index Technologies Group LLC$269K1
214COLDSTREAM CAPITAL MANAGEMENT INC$267K1
215M&T BANK CORP$266K1
216Frank, Rimerman Advisors LLC$262K1
217Utah Retirement Systems$259K1
218MIRABELLA FINANCIAL SERVICES LLP$255K1
219CIDEL ASSET MANAGEMENT INC$254K1
220UNITED CAPITAL FINANCIAL ADVISORS, LLC$247K1
221IEQ CAPITAL, LLC$246K1
222Brooklyn Investment Group$245K1
223CHILDRESS CAPITAL ADVISORS, LLC$242K1
224Meeder Advisory Services, Inc.$238K1
225Inscription Capital, LLC$237K1
226FLYNN ZITO CAPITAL MANAGEMENT, LLC$237K1
227Lido Advisors, LLC$232K1
228Maryland State Retirement & Pension System$232K1
229Tower Research Capital LLC (TRC)$226K1
230MANGROVE PARTNERS IM, LLC$223K1
231Value Investment Professionals, LLC$219K1
232Caprock Group, LLC$213K1
233Traub Capital Management LLC$208K1
234TOCQUEVILLE ASSET MANAGEMENT L.P.$207K1
235Aaron Wealth Advisors LLC$205K1
236EVERGREEN CAPITAL MANAGEMENT LLC$204K1
237SIGNATUREFD, LLC$202K1
238Scientech Research LLC$201K1
239ProShare Advisors LLC$193K1
240JAMISON PRIVATE WEALTH MANAGEMENT, INC.$193K1
241Stratos Wealth Partners, LTD.$192K1
242Vident Advisory, LLC$187K1
243NOMURA ASSET MANAGEMENT CO LTD$186K1
244Mraz, Amerine & Associates, Inc.$181K1
245Rockefeller Capital Management L.P.$178K1
246MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$172K1
247Capula Management Ltd$159K1
248Arax Advisory Partners$115K1
249Alphadyne Asset Management LP$111K1
250Global Assets Advisory, LLC$84.1K1
251Bayforest Capital Ltd$83.5K1
252Deseret Mutual Benefit Administrators$75.9K1
253UMB Bank, n.a.$63.1K1
254Quarry LP$56.8K1
255Wilmington Savings Fund Society, FSB$54.8K1
256NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$43.2K1
257Byrne Asset Management LLC$36.2K1
258Mitsubishi UFJ Asset Management Co., Ltd.$31.4K1
259Allworth Financial LP$30.0K1
260Altshuler Shaham Ltd$26.7K1
261Smartleaf Asset Management LLC$26.5K1
262Strengthening Families & Communities, LLC$23.2K1
263MAI Capital Management$21.5K1
264Federation des caisses Desjardins du Quebec$21.5K1
265S&T BANK/PA$18.6K1
266CREDIT INDUSTRIEL ET COMMERCIAL$18.1K1
267North Ridge Wealth Advisors, Inc.$18.1K1
268Pinnacle Wealth Planning Services, Inc.$18.1K1
269CNB Bank$18.0K1
270Godfrey Financial Associates, Inc.$14.5K1
271ALGERT GLOBAL LLC$12.8K1
272BARTLETT & CO. WEALTH MANAGEMENT LLC$12.6K1
273NFSG Corp$10.9K1
274Parkside Financial Bank & Trust$10.1K1
275TFC Financial Management, Inc.$9.9K1
276Glass Jacobson Investment Advisors llc$9.5K1
277Steward Partners Investment Advisory, LLC$9.3K1
278CVA Family Office, LLC$9.3K1
279Elevated Capital Advisors, LLC$8.4K1
280SJS Investment Consulting Inc.$7.9K1
281Owl Creek Wealth Partners LLC$7.4K1
282ARCADIA INVESTMENT ADVISORS LLC$7.2K1
283Eurizon Capital SGR S.p.A.$7.2K1
284INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$6.6K1
285Investors Research Corp$6.3K1
286FINANCIAL CONSULATE, INC$6.1K1
287ACADIAN ASSET MANAGEMENT LLC$6.0K1
288Bell Investment Advisors, Inc$5.8K1
289Larson Financial Group LLC$5.7K1
290Costello Asset Management, INC$5.4K1
291True Wealth Design, LLC$5.4K1
292ALERUS FINANCIAL NA$5.4K1
293WealthCollab, LLC$4.7K1
294Keating Financial Advisory Services, Inc.$4.6K1
295JFS WEALTH ADVISORS, LLC$4.5K1
296CENTRAL TRUST Co$4.5K1
297New England Capital Financial Advisors LLC$4.1K1
298CANADA LIFE ASSURANCE Co$3.7K1
299Bernard Wealth Management Corp.$3.6K1
300GHP Investment Advisors, Inc.$3.4K1
301Scarborough Advisors, LLC$3.2K1
302Geneos Wealth Management Inc.$2.8K1
303Private Wealth Management Group, LLC$2.4K1
304Clearstead Advisors, LLC$2.3K1
305Stone House Investment Management, LLC$2.3K1
306Blue Trust, Inc.$2.2K1
307ASSETMARK, INC$2.2K1
308Treasurer of the State of North Carolina$2.1K1
309Sachetta, LLC$2.0K1
310Kilter Group LLC$1.7K1
311THRIVENT FINANCIAL FOR LUTHERANS$1.7K1
312WPG Advisers, LLC$1.6K1
313Kentucky Retirement Systems$1.6K1
314MCF Advisors LLC$1.6K1
315Manchester Capital Management LLC$1.5K1
316Peterson Wealth Services$1.5K1
317State of Alaska, Department of Revenue$1.4K1
318Activest Wealth Management$1.4K1
319Cassaday & Co Wealth Management LLC$1.4K1
320Caitlin John, LLC$1.4K1
321DiNuzzo Private Wealth, Inc.$1.2K1
322Rialto Wealth Management, LLC$1.2K1
323Pacific Center for Financial Services$1.2K1
324Intentional Wealth Strategies, LLC$1.1K1
325Spire Wealth Management$1.1K1
326Transamerica Financial Advisors, LLC$8221
327Cromwell Holdings LLC$8201
328Hilton Head Capital Partners, LLC$7241
329ELEVATION WEALTH PARTNERS, LLC$6881
330Penserra Capital Management LLC$6651
331Tradewinds Capital Management, LLC$6521
332WOLFF WIESE MAGANA LLC$5451
333MV CAPITAL MANAGEMENT, INC.$5431
334HFM Investment Advisors, LLC$5431
335NATIXIS ADVISORS, LLC$5321
336Physician Wealth Advisors, Inc.$5071
337Fruth Investment Management$4961
338Triumph Capital Management$3661
339SouthState Bank Corp$3621
340Valued Wealth Advisors LLC$3261
341Frazier Financial Advisors, LLC$3081
342Vermillion Wealth Management, Inc.$2351
343Employees Retirement System of Texas$1901
344KBC Group NV$1671
345DekaBank Deutsche Girozentrale$1361
346Vestcor Inc$1201
347Decker Retirement Planning Inc.$721
348MATHER GROUP, LLC.$371
349Annis Gardner Whiting Capital Advisors, LLC$371
350Matrix Trust Co$201
351Intesa Sanpaolo S.p.A.$181
352Raleigh Capital Management Inc.$51
353Capital Advisors, Ltd. LLC$11
354BANK OF NOVA SCOTIA$01
355Jefferies Financial Group Inc.$01
356VANGUARD GROUP INC$01
357GLENMEDE TRUST CO NA$01
358ATALANTA SOSNOFF CAPITAL, LLC$01
359OLD NATIONAL BANCORP /IN/$01
360HARBOUR INVESTMENTS, INC.$01
361Brandywine Global Investment Management, LLC$01
362JACOBS LEVY EQUITY MANAGEMENT, INC$01
363COMERICA BANK$01
364WELLINGTON MANAGEMENT GROUP LLP$01
365SHELTON CAPITAL MANAGEMENT$01
366VIRGINIA RETIREMENT SYSTEMS ET Al$01
367D. E. Shaw & Co., Inc.$01
368ING GROEP NV$01
369ARISTEIA CAPITAL, L.L.C.$01
370SCHRODER INVESTMENT MANAGEMENT GROUP$01
371PRUDENTIAL FINANCIAL INC$01
372AVIVA PLC$01
373BALYASNY ASSET MANAGEMENT L.P.$01
374CIBC Private Wealth Group LLC$01
375Weiss Asset Management LP$01
376Orion Porfolio Solutions, LLC$01
377GSA CAPITAL PARTNERS LLP$01
378NORGES BANK$01
379PRELUDE CAPITAL MANAGEMENT, LLC$01
380WBI INVESTMENTS, LLC$01
381MidWestOne Financial Group, Inc.$01
382CIBC WORLD MARKET INC.$01
383Lisanti Capital Growth, LLC$01
384Baker Avenue Asset Management, LP$01
385Legato Capital Management LLC$01
386EXCHANGE TRADED CONCEPTS, LLC$01
387TWO SIGMA ADVISERS, LP$01
388FOX RUN MANAGEMENT, L.L.C.$01
389Atria Investments, Inc$01
390Leonteq Securities AG$01
391LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$01
392EP Wealth Advisors, LLC$01
393Estate Counselors, LLC$01
394Quantedge Capital Pte Ltd$01
395Chicago Partners Investment Group LLC$01
396Interval Partners, LP$01
397Shellback Capital, LP$01
398ARMISTICE CAPITAL, LLC$01
399Merit Financial Group, LLC$01
400Private Advisory Group LLC$01
401Lavaca Capital LLC$01
402CHOREO, LLC$01
403Counterpoint Mutual Funds LLC$01
404McIlrath & Eck, LLC$01
405Mubadala Investment Co PJSC$01
406Redwood Investment Management, LLC$01
407ExodusPoint Capital Management, LP$01
408Ceredex Value Advisors LLC$01
409WORLDQUANT MILLENNIUM ADVISORS LLC$01
410Global Retirement Partners, LLC$01
411TWINBEECH CAPITAL LP$01
412Y-Intercept (Hong Kong) Ltd$01
413BWCP, LP$01
414CERTUITY, LLC$01
415SHP Wealth Management$01
416Kestra Advisory Services, LLC$01
417Interchange Capital Partners, LLC$01
418Focus Partners Advisor Solutions, LLC$01
419TUCKER ASSET MANAGEMENT LLC$01
420AlphaQuest LLC$01
421Allspring Global Investments Holdings, LLC$01
422Wedmont Private Capital$01
423JOURNEY STRATEGIC WEALTH LLC$01
424SageView Advisory Group, LLC$01
425Cape Investment Advisory, Inc.$01
426Dunhill Financial, LLC$01
427LECAP ASSET MANAGEMENT LTD$01
428Delta Global Management LP$01
429TD Waterhouse Canada Inc.$01
430Rakuten Securities, Inc.$01
431Fieldview Capital Management, LLC$01
432Kera Capital Partners, Inc.$01
433Aster Capital Management (DIFC) Ltd$01
434VestGen Advisors, LLC$01
435North Dakota State Investment Board$01
436American Wealth Advisors, LLC$01
Truncated by Public Filings. The published aggregate ranks the top 436 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 M

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for M · financials and macro

Financials — as filed PLANNED

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