Public record / Tickers / MAR

MAR — MARRIOTT INTERNATIONAL INC /MD/

Both disclosure regimes on one name: who in Congress filed about MAR, 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
43
all PTR rows naming MAR
Members · 12m
2
1 buys · 1 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
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

Ron Wyden · $100K–$250K

Sale · traded 2020-08-03 → filed 2020-08-29. Ranked over every MAR row by the provable lower bound, never a point estimate.

2 members · 1 buys / 1 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

11 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

4 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. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING MAR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning MAR
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2025-10-10Val T. Hoyle D–OR-4Sale · SP (spouse-owned)Traded 09-23 +17d$1K–$15K
2025-09-12Val T. Hoyle D–OR-4Purchase · SP (spouse-owned)Traded 2024-10-29 LATE·318d$1K–$15K
2025-04-11Susie Lee D–NV-3SaleTraded 03-14 +28d$1K–$15K
2024-09-11Josh Gottheimer D–NJ-5Sale · JT (jointly owned)Traded 08-02 +40d$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 43 ↗

Members active in MAR

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing MAR 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.
Alan Armstrong R–OK1$1.0K to $15.0K2
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

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

Congress ↔ notable managers · MAR

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
2 Fundsmith, Bridgewater Associates $1.1B held

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

Merged timeline of congressional filings and notable-manager moves on MAR
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+3,311 sh
2026-05-15Fundsmith 13Ftrim−609,055 sh
2026-05-15Bridgewater Associates 13Fexit−6,161 sh
2026-05-01Markel Group 13Fadd+4,000 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

full holders view ↗
Top institutional holders of MAR for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$5.1B1
2VANGUARD CAPITAL MANAGEMENT LLC$4.6B1
3STATE STREET CORP$3.1B1
4FMR LLC$2.3B1
5WELLINGTON MANAGEMENT GROUP LLP$1.9B1
6MORGAN STANLEY$1.5B1
7MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.4B1
8Invesco Ltd.$1.4B1
9VANGUARD PORTFOLIO MANAGEMENT LLC$1.4B1
10Fundsmith LLP$1.1B1
11Capital International Investors$1.0B1
12NORTHERN TRUST CORP$710M1
13BANK OF AMERICA CORP /DE/$618M1
14CITADEL ADVISORS LLC$573M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$540M1
16PARNASSUS INVESTMENTS, LLC$519M1
17DEUTSCHE BANK AG\$425M1
18UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$422M1
19Legal & General Group Plc$415M1
20VANGUARD FIDUCIARY TRUST CO$411M1
21FUNDSMITH INVESTMENT SERVICES LTD.$392M1
22UBS Group AG$385M1
23HSBC HOLDINGS PLC$266M1
24DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$256M1
25DIMENSIONAL FUND ADVISORS LP$238M1
26Swiss National Bank$219M1
27Ensign Peak Advisors, Inc$216M1
28ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$213M1
29Amundi$205M1
30National Pension Service$201M1
31Nuveen, LLC$198M1
32ROYAL BANK OF CANADA$193M1
33WELLS FARGO & COMPANY/MN$192M1
34VOYA INVESTMENT MANAGEMENT LLC$181M1
35RAYMOND JAMES FINANCIAL INC$180M1
36FIRST MANHATTAN CO. LLC.$176M1
37Mitsubishi UFJ Asset Management Co., Ltd.$173M1
38CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$166M1
39Vanguard Global Advisers, LLC$158M1
40Pictet Asset Management Holding SA$149M1
41SUSQUEHANNA INTERNATIONAL GROUP, LLP$148M1
42ALLIANCEBERNSTEIN L.P.$147M1
43Robeco Institutional Asset Management B.V.$143M1
44BANK OF MONTREAL /CAN/$140M1
45AMERICAN CENTURY COMPANIES INC$136M1
46HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$128M1
47VANGUARD ASSET MANAGEMENT, Ltd$127M1
48Junto Capital Management LP$127M1
49USS Investment Management Ltd$124M1
50Boston Partners$122M1
51ProShare Advisors LLC$121M1
52CITIGROUP INC$112M1
53BALYASNY ASSET MANAGEMENT L.P.$101M1
54Assenagon Asset Management S.A.$101M1
55Bank Julius Baer & Co. Ltd, Zurich$98.8M1
56CIBC Bancorp USA Inc.$89.1M1
57PRIMECAP MANAGEMENT CO/CA/$84.8M1
58PRINCIPAL FINANCIAL GROUP INC$83.5M1
59NATIONAL BANK OF CANADA /FI/$82.3M1
60Janus Henderson Group Ltd.$81.3M1
61Quilter Plc$79.5M1
62United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$77.7M1
63First Pacific Advisors, LP$76.1M1
64VOLORIDGE INVESTMENT MANAGEMENT, LLC$72.8M1
65FRANKLIN RESOURCES INC$71.1M1
66Universal- Beteiligungs- und Servicegesellschaft mbH$70.4M1
67Square Wave Capital, LLC$70.1M1
68LPL Financial LLC$69.7M1
69MILLENNIUM MANAGEMENT LLC$68.8M1
70Corient Private Wealth LLC$68.2M1
71D. E. Shaw & Co., Inc.$67.3M1
72AVIVA PLC$66.3M1
73Pathstone Holdings, LLC$66.1M1
74ADAGE CAPITAL PARTNERS GP, L.L.C.$64.4M1
75STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$64.4M1
76Aberdeen Group plc$59.2M1
77NEOS Investment Management LLC$58.0M1
78Capco Asset Management, LLC$57.3M1
79Creative Planning$57.3M1
80MACKENZIE FINANCIAL CORP$56.9M1
81MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$55.4M1
82Family Office Research LLC$55.0M1
83Korea Investment CORP$53.7M1
84FIFTH THIRD BANCORP$53.4M1
85Zurich Insurance Group Ltd/FI$53.0M1
86WESTFIELD CAPITAL MANAGEMENT CO LP$50.1M1
87Quantinno Capital Management LP$49.6M1
88Orbis Allan Gray Ltd$48.6M1
89Walleye Capital LLC$48.5M1
90Woodline Partners LP$48.3M1
91Mariner, LLC$46.5M1
92Mirae Asset Global Investments Co., Ltd.$44.7M1
93BNP Paribas Asset Management Holding S.A.$44.7M1
94SEI INVESTMENTS CO$44.6M1
95STOREBRAND ASSET MANAGEMENT AS$44.5M1
96NS Partners Ltd$43.7M1
97APG Asset Management N.V.$43.6M1
98FIRST TRUST ADVISORS LP$43.6M1
99ENVESTNET ASSET MANAGEMENT INC$43.5M1
100ABN AMRO INVESTMENT SOLUTIONS$41.8M1
101STATE OF WISCONSIN INVESTMENT BOARD$41.2M1
102Capital International, Inc./CA/$40.1M1
103Columbus Hill Capital Management, L.P.$40.0M1
104MANE GLOBAL CAPITAL MANAGEMENT LP$39.8M1
105NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$39.3M1
106AltraVue Capital, LLC$39.0M1
107MANUFACTURERS LIFE INSURANCE COMPANY, THE$38.4M1
108Chevy Chase Trust Holdings, LLC$38.0M1
109Candriam S.C.A.$37.3M1
110PRUDENTIAL FINANCIAL INC$37.3M1
111Vanguard Investments Australia, Ltd.$37.1M1
112NISSAY ASSET MANAGEMENT CORP /JAPAN$36.0M1
113Henshaw Capital LLC$35.7M1
114RENAISSANCE TECHNOLOGIES LLC$35.4M1
115Railway Pension Investments Ltd$34.9M1
116GROUP ONE TRADING LLC$34.6M1
117ZACKS INVESTMENT MANAGEMENT$34.5M1
118WINDWARD CAPITAL MANAGEMENT CO /CA$34.1M1
119TD ASSET MANAGEMENT INC$33.5M1
120Asset Management One Co., Ltd.$33.4M1
121CIBC Asset Management Inc$33.2M1
122OSAIC HOLDINGS, INC.$32.1M1
123Cetera Investment Advisers$32.1M1
124Asset Advisors Investment Management, LLC$32.0M1
125US BANCORP \DE\$32.0M1
126Freestone Grove Partners LP$30.8M1
127Baltimore-Washington Financial Advisors, Inc.$30.7M1
128MARKEL GROUP INC.$30.7M1
129Baird Financial Group, Inc.$30.5M1
130PAR CAPITAL MANAGEMENT INC$29.4M1
131NOMURA ASSET MANAGEMENT CO LTD$29.4M1
132Covea Finance$29.0M1
133BROWN ADVISORY INC$28.9M1
134COMMONWEALTH EQUITY SERVICES, LLC$28.4M1
135CIDEL ASSET MANAGEMENT INC$28.1M1
136Focus Partners Wealth$27.9M1
137WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$27.7M1
138HighTower Advisors, LLC$27.0M1
139Marex Group Ltd$26.2M1
140STIFEL FINANCIAL CORP$26.0M1
141Cassaday & Co Wealth Management LLC$25.5M1
142AQR CAPITAL MANAGEMENT LLC$25.3M1
143State of New Jersey Common Pension Fund D$25.2M1
144Aristotle Atlantic Partners, LLC$25.0M1
145Lansforsakringar Fondforvaltning AB (publ)$24.5M1
146Stillwater Capital Advisors, LLC$24.4M1
147IMC-Chicago, LLC$24.2M1
148Gotham Asset Management, LLC$24.1M1
149RENAISSANCE GROUP LLC$24.0M1
150EULAV Asset Management$22.9M1
151Tredje AP-fonden$22.9M1
152SEB Asset Management AB$22.8M1
153Resona Asset Management Co.,Ltd.$22.6M1
154Allspring Global Investments Holdings, LLC$22.6M1
155Cerity Partners LLC$22.5M1
156O'SHAUGHNESSY ASSET MANAGEMENT, LLC$22.4M1
157EASTERN BANK$22.4M1
158TORONTO DOMINION BANK$22.1M1
159NORDEA INVESTMENT MANAGEMENT AB$21.9M1
160ROYAL LONDON ASSET MANAGEMENT LTD$21.3M1
161Daiwa Securities Group Inc.$20.8M1
162Arizona State Retirement System$20.4M1
163Hudson Bay Capital Management LP$19.8M1
164Czech National Bank$19.6M1
165Land & Buildings Investment Management, LLC$19.5M1
166Segment Wealth Management, LLC$19.4M1
167SAPIENT CAPITAL LLC$19.4M1
168Swedbank AB$19.0M1
169STATE OF MICHIGAN RETIREMENT SYSTEM$18.8M1
170Zurcher Kantonalbank (Zurich Cantonalbank)$18.5M1
171XPONANCE LLC$18.0M1
172FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$18.0M1
173GUGGENHEIM CAPITAL LLC$17.7M1
174Varma Mutual Pension Insurance Co$17.4M1
175Bridgewater Advisors Inc.$17.4M1
176LMR Partners LLP$17.2M1
177Capital International Sarl$17.1M1
178COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$16.8M1
179ASSETMARK, INC$16.7M1
180Rafferty Asset Management, LLC$16.2M1
181TRILLIUM ASSET MANAGEMENT, LLC$16.0M1
182Aptus Capital Advisors, LLC$16.0M1
183MERCER GLOBAL ADVISORS INC /ADV$15.7M1
184Rakuten Investment Management, Inc.$15.6M1
185COMPASS CAPITAL MANAGEMENT, INC$15.4M1
186Retirement Systems of Alabama$15.3M1
187WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$15.1M1
188IFM Investors Pty Ltd$15.1M1
189Point72 Asset Management, L.P.$15.0M1
190Empower Advisory Group, LLC$14.5M1
191NewEdge Advisors, LLC$14.4M1
192MONTAG A & ASSOCIATES INC$14.3M1
193UMB Bank, n.a.$14.2M1
194BALDWIN WEALTH PARTNERS LLC/MA$14.0M1
195CITIZENS FINANCIAL GROUP INC/RI$14.0M1
196Rockefeller Capital Management L.P.$13.7M1
197TRUIST FINANCIAL CORP$13.7M1
198CIBC WORLD MARKET INC.$13.3M1
199TEACHER RETIREMENT SYSTEM OF TEXAS$13.3M1
200Private Advisor Group, LLC$13.2M1
201Vanguard Personalized Indexing Management, LLC$12.7M1
202F/m Investments LLC$12.4M1
203FIL Ltd$12.1M1
204Utah Retirement Systems$11.8M1
205Spire Wealth Management$11.7M1
206M&T BANK CORP$11.7M1
207ING GROEP NV$11.7M1
208PERRYMAN FINANCIAL ADVISORY INC /AD$11.5M1
209Wealthfront Advisers LLC$11.4M1
210PUBLIC SECTOR PENSION INVESTMENT BOARD$11.2M1
211SHELTON CAPITAL MANAGEMENT$11.2M1
212Nippon Life Global Investors Americas, Inc.$10.9M1
213BLAIR WILLIAM & CO/IL$10.8M1
214NEW YORK LIFE INVESTMENT MANAGEMENT LLC$10.8M1
215Qube Research & Technologies Ltd$10.7M1
216Kinsale Capital Group, Inc.$10.6M1
217Sumitomo Mitsui DS Asset Management Company, Ltd$10.5M1
218Shellback Capital, LP$10.5M1
219CHOREO, LLC$10.3M1
220BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$10.3M1
221Positano Wealth Management Ltd$10.2M1
222BANK OF NOVA SCOTIA$10.2M1
223Orion Porfolio Solutions, LLC$10.1M1
224CAPITAL INTERNATIONAL LTD /CA/$10.1M1
225Beacon Pointe Advisors, LLC$9.9M1
226Andra AP-fonden$9.8M1
227CAPITOLIS LIQUID GLOBAL MARKETS LLC$9.8M1
228Graham Capital Management, L.P.$9.7M1
229KMG FIDUCIARY PARTNERS, LLC$9.5M1
230Savant Capital, LLC$9.5M1
231AIA Group Ltd$9.0M1
232Swiss Life Asset Management Ltd$8.9M1
233Precision Wealth Strategies, LLC$8.6M1
234Cander Asset Management LP$8.6M1
235Lincoln Capital LLC$8.5M1
236LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$8.5M1
237Consolidated Investment Group LLC$8.4M1
238UniSuper Management Pty Ltd$8.4M1
239OREGON PUBLIC EMPLOYEES RETIREMENT FUND$8.2M1
240Vontobel Holding Ltd.$8.1M1
241Allworth Financial LP$8.1M1
242BTC Capital Management, Inc.$8.1M1
243Marietta Wealth Management, LLC$8.0M1
244Empowered Funds, LLC$7.9M1
245QRG CAPITAL MANAGEMENT, INC.$7.7M1
246Y-Intercept (Hong Kong) Ltd$7.7M1
247Edgestream Partners, L.P.$7.7M1
248MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$7.6M1
249OP Asset Management Ltd$7.6M1
250NATIXIS$7.5M1
251Sanctuary Advisors, LLC$7.4M1
252Steward Partners Investment Advisory, LLC$7.4M1
253MAI Capital Management$7.4M1
254JANE STREET GROUP, LLC$7.4M1
255BEACON INVESTMENT ADVISORS LLC$7.4M1
256Allianz Asset Management GmbH$7.4M1
257Eurizon Capital SGR S.p.A.$7.4M1
258Kestra Advisory Services, LLC$7.2M1
259Longaeva Partners L.P.$7.2M1
260Verition Fund Management LLC$7.2M1
261TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV$7.1M1
262ASR Vermogensbeheer N.V.$7.1M1
263Federation des caisses Desjardins du Quebec$7.1M1
264Norinchukin Bank, The$7.0M1
265Tidal Investments LLC$7.0M1
266MACQUARIE GROUP LTD$6.9M1
267MinichMacGregor Wealth Management, LLC$6.9M1
268Baker Avenue Asset Management, LP$6.9M1
269Texas Yale Capital Corp.$6.8M1
270Tower Research Capital LLC (TRC)$6.8M1
271Stratos Wealth Partners, LTD.$6.7M1
272Prospera Financial Services Inc$6.6M1
273Harvest Portfolios Group Inc.$6.6M1
274PROFUND ADVISORS LLC$6.5M1
275Investment Management Corp of Ontario$6.5M1
276Summit Trail Advisors, LLC$6.4M1
277Moors & Cabot, Inc.$6.4M1
278NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6.3M1
279Gilman Hill Asset Management, LLC$6.2M1
280EAGLE CAPITAL MANAGEMENT LLC$6.2M1
281Vident Advisory, LLC$6.1M1
282Avanza Fonder AB$6.1M1
283OMC Financial Services LTD$6.1M1
284EagleClaw Capital Managment, LLC$6.1M1
285NOMURA HOLDINGS INC$6.1M1
286Union Bancaire Privee, UBP SA$5.9M1
287Compass Wealth Management LLC$5.7M1
288CREDIT AGRICOLE S A$5.6M1
289Lido Advisors, LLC$5.6M1
290&PARTNERS$5.6M1
291Fiduciary Group, LLC$5.5M1
292KING LUTHER CAPITAL MANAGEMENT CORP$5.5M1
293PETREDIS INVESTMENT ADVISORS LLC$5.5M1
294BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$5.4M1
295E Fund Management Co., Ltd.$5.4M1
296SCHRODER INVESTMENT MANAGEMENT GROUP$5.4M1
297QUADRANT CAPITAL GROUP LLC$5.3M1
298World Investment Advisors$5.2M1
299Taproot Management LP$5.2M1
300YHB Investment Advisors, Inc.$5.1M1
301Indivisible Partners$5.1M1
302PKO Investment Management Joint-Stock Co$5.1M1
303Caprock Group, LLC$5.1M1
304Sequoia Financial Advisors, LLC$5.1M1
305Laird Norton Wetherby Trust Company, LLC$5.0M1
306Callan Family Office, LLC$5.0M1
307Sone Capital Management, LLC$4.8M1
308Merit Financial Group, LLC$4.8M1
309Seneca House Advisors$4.8M1
310Wealthspire Advisors, LLC$4.8M1
311Concurrent Investment Advisors, LLC$4.8M1
312Apollo Management Holdings, L.P.$4.7M1
313FOUNDATIONS INVESTMENT ADVISORS, LLC$4.6M1
314Alphadyne Asset Management LP$4.6M1
315MML INVESTORS SERVICES, LLC$4.5M1
316Capital Group Private Client Services, Inc.$4.5M1
317AlphaCore Capital LLC$4.4M1
318Brevan Howard Capital Management LP$4.4M1
319Pegasus Asset Management, Inc.$4.4M1
320MIZUHO SECURITIES USA LLC$4.3M1
321VISTA INVESTMENT PARTNERS LLC$4.3M1
322Connor, Clark & Lunn Investment Management Ltd.$4.3M1
323SevenBridge Financial Group, LLC$4.3M1
324Forum Financial Management, LP$4.2M1
325Armstrong, Fleming & Moore, Inc$4.2M1
326Dai-ichi Life Insurance Company, Ltd$4.1M1
327B. Metzler seel. Sohn & Co. AG$4.1M1
328HB Wealth Management, LLC$4.1M1
329Elo Mutual Pension Insurance Co$4.0M1
330CWA Asset Management Group, LLC$4.0M1
331COMMERCE BANK$4.0M1
332ACORN FINANCIAL ADVISORY SERVICES INC /ADV$3.9M1
333Atlantic Union Bankshares Corp$3.8M1
334Gladstone Institutional Advisory LLC$3.8M1
335UNITED CAPITAL FINANCIAL ADVISORS, LLC$3.8M1
336MCDONALD PARTNERS LLC$3.7M1
337OMERS ADMINISTRATION Corp$3.7M1
338GHP Investment Advisors, Inc.$3.7M1
339Maryland State Retirement & Pension System$3.7M1
340RED CEDAR INVESTMENT MANAGEMENT, LLC$3.6M1
341BAXTER BROS INC$3.6M1
342Brooklyn Investment Group$3.6M1
343OPPENHEIMER & CO INC$3.6M1
344Siemens Fonds Invest GmbH$3.6M1
345Global Wealth Management Investment Advisory, Inc.$3.6M1
346Yarbrough Capital, LLC$3.5M1
347Genus Capital Management Inc.$3.5M1
348CWM, LLC$3.4M1
349Advisors Capital Management, LLC$3.4M1
350TRITONPOINT WEALTH, LLC$3.3M1
351Generali Asset Management SPA SGR$3.3M1
352Focus Partners Advisor Solutions, LLC$3.3M1
353Venture Visionary Partners LLC$3.3M1
354FIDUCIARY TRUST CO$3.2M1
355AIGEN INVESTMENT MANAGEMENT, LP$3.2M1
356Cypress Wealth Services, LLC$3.2M1
357Harold Davidson & Associates Inc.$3.2M1
358Diversified Trust Co$3.2M1
359MISSION WEALTH MANAGEMENT, LP$3.2M1
360Wedmont Private Capital$3.1M1
361Jefferies Financial Group Inc.$3.0M1
362HUB Investment Partners, LLC$3.0M1
363TD Waterhouse Canada Inc.$3.0M1
364Penobscot Investment Management Company, Inc.$3.0M1
365MUFG Securities EMEA plc$2.9M1
366PEAK6 LLC$2.9M1
367Crossmark Global Holdings, Inc.$2.9M1
368E. Ohman J:or Asset Management AB$2.9M1
369EP Wealth Advisors, LLC$2.9M1
370VCI Wealth Management LLC$2.9M1
371Composition Wealth, LLC$2.9M1
372PATTON FUND MANAGEMENT, INC.$2.8M1
373Empirical Finance, LLC$2.8M1
374Verisail Partners, LLC$2.8M1
375DAVENPORT & Co LLC$2.8M1
376CASTLEARK MANAGEMENT LLC$2.7M1
377D'Orazio & Associates, Inc.$2.7M1
378ANCHYRA PARTNERS LLC$2.7M1
379Waverly Advisors, LLC$2.7M1
380BOYAR ASSET MANAGEMENT INC.$2.7M1
381Apollon Wealth Management, LLC$2.6M1
382Dakota Wealth Management$2.6M1
383TOKIO MARINE ASSET MANAGEMENT CO LTD$2.6M1
384Capital Investment Advisors, LLC$2.6M1
385Ballentine Partners, LLC$2.6M1
386VISTA INVESTMENT PARTNERS II, LLC$2.5M1
387JAMISON PRIVATE WEALTH MANAGEMENT, INC.$2.5M1
388FULTON BREAKEFIELD BROENNIMAN LLC$2.5M1
389Independent Advisor Alliance$2.5M1
390COLDSTREAM CAPITAL MANAGEMENT INC$2.4M1
391Jones Kertz & Associates, Inc.$2.4M1
392Soltis Investment Advisors LLC$2.4M1
393Meeder Advisory Services, Inc.$2.4M1
394TWO SIGMA SECURITIES, LLC$2.4M1
395Patten Group, Inc.$2.3M1
396Cresset Asset Management, LLC$2.3M1
397NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.3M1
398Global X Japan Co., Ltd.$2.3M1
399TOWNSQUARE CAPITAL LLC$2.2M1
400Abundance Wealth Counselors$2.2M1
401Advisors Asset Management, Inc.$2.2M1
402Bedell Frazier Investment Counselling, LLC$2.2M1
403Chicago Wealth Management, Inc.$2.2M1
404Dougherty & Associates, LLC$2.2M1
405D.A. DAVIDSON & CO.$2.2M1
406INTECH INVESTMENT MANAGEMENT LLC$2.2M1
407WINTON GROUP Ltd$2.2M1
408Royal Fund Management, LLC$2.2M1
409Smartleaf Asset Management LLC$2.1M1
410North Dakota State Investment Board$2.1M1
411Camarda Financial Advisors, LLC$2.1M1
412Pallas Capital Advisors LLC$2.1M1
413Metis Global Partners, LLC$2.1M1
414Summit Financial, LLC$2.1M1
415Granite Investment Partners, LLC$2.1M1
416TEMA ETFS LLC$2.0M1
417PENNINGTON PARTNERS & CO., LLC$2.0M1
418KEYBANK NATIONAL ASSOCIATION/OH$2.0M1
419Capital Group Investment Management Pte. Ltd.$2.0M1
420Sowell Financial Services LLC$2.0M1
421Hennion & Walsh Asset Management, Inc.$2.0M1
422Apella Capital, LLC$2.0M1
423Equitable Holdings, Inc.$2.0M1
424LGT Fund Management Co Ltd.$2.0M1
425Papamarkou Wellner Asset Management inc.$2.0M1
426Kovack Advisors, Inc.$2.0M1
427Sargent Investment Group, LLC$2.0M1
428SECURIAN ASSET MANAGEMENT, INC$1.9M1
429Atria Investments, Inc$1.9M1
430Squarepoint Ops LLC$1.9M1
431GKV Capital Management Co., Inc.$1.9M1
432SIGNATUREFD, LLC$1.9M1
433ZEGA Investments, LLC$1.9M1
434BENJAMIN EDWARDS INC$1.9M1
435Blue Trust, Inc.$1.8M1
436SIG BROKERAGE, LP$1.8M1
437FMB WEALTH MANAGEMENT$1.8M1
438Old North State Wealth Management, LLC$1.8M1
439KCM INVESTMENT ADVISORS LLC$1.8M1
440KESTRA PRIVATE WEALTH SERVICES, LLC$1.8M1
441Evercore Wealth Management, LLC$1.8M1
442Mission Creek Capital Partners, Inc.$1.8M1
443PRUDENTIAL PLC$1.8M1
444CONDOR CAPITAL MANAGEMENT$1.8M1
445HF Advisory Group, LLC$1.8M1
446MILESTONE ASSET MANAGEMENT, LLC$1.8M1
447EVERGREEN CAPITAL MANAGEMENT LLC$1.8M1
448Farringdon Capital, Ltd.$1.7M1
449Oxinas Partners, LLC$1.7M1
450Wescott Financial Advisory Group, LLC$1.7M1
451Hartford Funds Management Co LLC$1.7M1
452PATRON PARTNERS, LLC$1.7M1
453SNOWWATER INVESTMENT PARTNERS, LLC$1.7M1
454Susquehanna Portfolio Strategies, LLC$1.7M1
455CI INVESTMENTS INC.$1.7M1
456Calamos Advisors LLC$1.7M1
457Calamos Wealth Management LLC$1.7M1
458NEW VERNON INVESTMENT MANAGEMENT LLC$1.7M1
459Connecticut Wealth Management, LLC$1.7M1
460HANCOCK WHITNEY CORP$1.6M1
461Aaron Wealth Advisors LLC$1.6M1
462Annis Gardner Whiting Capital Advisors, LLC$1.6M1
463Raab & Moskowitz Asset Management LLC$1.6M1
464Founders Financial Alliance, LLC$1.6M1
465Taylor Financial Group, Inc.$1.6M1
466Ullmann Wealth Partners Group, LLC$1.6M1
467Sigma Planning Corp$1.6M1
468Modera Wealth Management, LLC$1.6M1
469CDM FINANCIAL COUNSELING SERVICES, INC.$1.6M1
470OneDigital Investment Advisors LLC$1.6M1
471WT Wealth Management$1.6M1
472Proactive Wealth Strategies LLC$1.6M1
473CANADA PENSION PLAN INVESTMENT BOARD$1.6M1
474STEPHENS INC /AR/$1.6M1
475BOOTHBAY FUND MANAGEMENT, LLC$1.6M1
476MGO ONE SEVEN LLC$1.6M1
477Evernest Financial Advisors, LLC$1.6M1
478Vise Technologies, Inc.$1.5M1
479Kintegral Advisory, LLC$1.5M1
480BIP Wealth, LLC$1.5M1
481Marshall Financial Group, LLC$1.5M1
482MidFirst Bank$1.5M1
483DecisionPoint Financial, LLC$1.5M1
484Institute for Wealth Management, LLC.$1.5M1
485Chicago Capital, LLC$1.5M1
486BOCHK Asset Management Ltd$1.5M1
487Ascent Group, LLC$1.5M1
488iSAM Funds (UK) Ltd$1.5M1
489Smith Salley Wealth Management$1.5M1
490Turtle Creek Wealth Advisors, LLC$1.5M1
491SAGESPRING WEALTH PARTNERS, LLC$1.5M1
492Signal Advisors Wealth, LLC$1.5M1
493Alpha Omega Wealth Management LLC$1.5M1
494ICICI Prudential Asset Management Co Ltd$1.4M1
495LifeWealth Investments, LLC$1.4M1
496Birch Hill Investment Advisors LLC$1.4M1
497Mesirow Financial Investment Management, Inc.$1.4M1
498Regal Investment Advisors LLC$1.4M1
499Joel Isaacson & Co., LLC$1.4M1
500Brookstone Capital Management$1.4M1
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 / 1 sell
Congress net ($ bound)−$14.0K to $14.0K
Filers net (actions)not in build
Filers net ($ 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 MAR

RETAINED WINDOW · ACTIVE HITS
Signal hits naming MAR
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for MAR · financials and macro

Financials — as filed PLANNED

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