Public record / Tickers / MDB

MDB — MongoDB, Inc.

Both disclosure regimes on one name: who in Congress filed about MDB, 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
15
all PTR rows naming MDB
Members · 12m
1
2 buys · 1 sells · by trade date
Latest PTR
06-08
filed 2026-06-08
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

Gilbert Ray Cisneros, Jr. · $1.0K–$15.0K

Sale · traded 2026-05-14 → filed 2026-06-08. Ranked over every MDB row by the provable lower bound, never a point estimate.

1 member · 2 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.

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

5 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. 5 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING MDB · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning MDB
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-06-08Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 05-14 +25d$1K–$15K
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 11-18 +27d$1K–$15K
2025-11-18Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 10-17 +32d$1K–$15K
2025-10-10Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 09-12 +28d$1K–$15K
2024-11-06Josh Gottheimer D–NJ-5Sale · JT (jointly owned)Traded 10-17 +20d$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 15 ↗

Members active in MDB

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing MDB 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.
Gilbert Ray Cisneros, Jr. D–CA-313−$13.0K to $29.0K2

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

Congress ↔ notable managers · MDB

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 Bridgewater Associates $12.1M held

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

Merged timeline of congressional filings and notable-manager moves on MDB
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Fadd+48,934 sh
2026-05-15ValueAct Holdings 13Ftrim−369,000 sh
2026-05-15Moore Capital Management 13Ftrim−3,128 sh
2026-05-15Gotham Asset Management 13Ftrim−695 sh
2026-05-15Soros Fund Management 13Fexit−28,373 sh
2026-05-14Caxton Associates 13Ftrim−3,330 sh

6 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 MDB for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.4B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$1.1B1
3VANGUARD CAPITAL MANAGEMENT LLC$861M1
4FMR LLC$537M1
5DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$478M1
6STATE STREET CORP$451M1
7GEODE CAPITAL MANAGEMENT, LLC$373M1
8AQR CAPITAL MANAGEMENT LLC$318M1
9Artisan Partners Limited Partnership$300M1
10MORGAN STANLEY$298M1
11UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$265M1
12ValueAct Holdings, L.P.$254M1
13Capital World Investors$249M1
14Jericho Capital Asset Management L.P.$244M1
15D. E. Shaw & Co., Inc.$228M1
16WELLINGTON MANAGEMENT GROUP LLP$221M1
17Invesco Ltd.$221M1
18MASSACHUSETTS FINANCIAL SERVICES CO /MA/$220M1
19PRIMECAP MANAGEMENT CO/CA/$206M1
20ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$165M1
21Qube Research & Technologies Ltd$149M1
22Employees Provident Fund Board$143M1
23Swedbank AB$142M1
24CITADEL ADVISORS LLC$136M1
25BANK OF AMERICA CORP /DE/$136M1
26BNP Paribas Asset Management Holding S.A.$133M1
27Legal & General Group Plc$132M1
28SRS Investment Management, LLC$129M1
29FEDERATED HERMES, INC.$128M1
30NORTHERN TRUST CORP$127M1
31VANGUARD FIDUCIARY TRUST CO$123M1
32DEUTSCHE BANK AG\$118M1
33Point72 Asset Management, L.P.$116M1
34ALLIANCEBERNSTEIN L.P.$115M1
35Robeco Institutional Asset Management B.V.$115M1
36UBS Group AG$114M1
37FIL Ltd$114M1
38Bank of New York Mellon Corp$103M1
39CHARLES SCHWAB INVESTMENT MANAGEMENT INC$99.7M1
40MILLENNIUM MANAGEMENT LLC$97.7M1
41Pictet Asset Management Holding SA$95.5M1
421832 Asset Management L.P.$92.3M1
43Amundi$92.1M1
44DIMENSIONAL FUND ADVISORS LP$91.5M1
45FIRST TRUST ADVISORS LP$90.4M1
46SEI INVESTMENTS CO$90.0M1
47VOYA INVESTMENT MANAGEMENT LLC$85.3M1
48Polar Capital Holdings Plc$81.0M1
49RAYMOND JAMES FINANCIAL INC$79.7M1
50CANADA PENSION PLAN INVESTMENT BOARD$79.3M1
51Nuveen, LLC$74.5M1
52TWO SIGMA INVESTMENTS, LP$70.3M1
53Ensign Peak Advisors, Inc$67.7M1
54BLAIR WILLIAM & CO/IL$66.3M1
55Avala Global LP$65.9M1
56TREMBLANT CAPITAL GROUP$65.5M1
57AMERICAN CENTURY COMPANIES INC$65.5M1
58ROYAL BANK OF CANADA$64.1M1
59Spyglass Capital Management LLC$62.0M1
60Allspring Global Investments Holdings, LLC$60.0M1
61Swiss National Bank$58.5M1
62Whale Rock Capital Management LLC$55.0M1
63Champlain Investment Partners, LLC$54.6M1
64FRONTIER CAPITAL MANAGEMENT CO LLC$52.5M1
65CI INVESTMENTS INC.$52.3M1
66Candriam S.C.A.$52.2M1
67Eurizon Capital SGR S.p.A.$51.6M1
68CITIGROUP INC$49.1M1
69Fiera Capital Corp$44.8M1
70OFI INVEST ASSET MANAGEMENT$43.6M1
71NORDEA INVESTMENT MANAGEMENT AB$42.7M1
72Danica Pension, Livsforsikringsaktieselskab$42.2M1
73NOMURA ASSET MANAGEMENT CO LTD$42.0M1
74Lead Edge Capital Management, LLC$41.7M1
75WORLDQUANT MILLENNIUM ADVISORS LLC$41.6M1
76Quantinno Capital Management LP$41.1M1
77WESTFIELD CAPITAL MANAGEMENT CO LP$40.4M1
78EMINENCE CAPITAL, LP$39.9M1
79Squarepoint Ops LLC$39.2M1
80BALYASNY ASSET MANAGEMENT L.P.$37.6M1
81OSSIAM$37.0M1
82WELLS FARGO & COMPANY/MN$36.5M1
83Stephens Investment Management Group LLC$34.5M1
84RENAISSANCE TECHNOLOGIES LLC$34.5M1
85National Pension Service$34.0M1
86VANGUARD ASSET MANAGEMENT, Ltd$33.5M1
87CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$32.1M1
88FRANKLIN RESOURCES INC$30.2M1
89Manchester Global Management (UK) Ltd$28.8M1
90ARMISTICE CAPITAL, LLC$26.3M1
91Assenagon Asset Management S.A.$26.1M1
92Korea Investment CORP$24.6M1
93STIFEL FINANCIAL CORP$24.1M1
94IEQ CAPITAL, LLC$24.0M1
95Mitsubishi UFJ Asset Management Co., Ltd.$23.4M1
96PANAGORA ASSET MANAGEMENT INC$23.1M1
97Allianz Asset Management GmbH$21.7M1
98NEW YORK STATE COMMON RETIREMENT FUND$20.6M1
99Daventry Group, LP$20.1M1
100ExodusPoint Capital Management, LP$20.0M1
101Tidal Investments LLC$19.8M1
102Woodline Partners LP$19.2M1
103HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$18.7M1
104PICTON MAHONEY ASSET MANAGEMENT$18.3M1
105OSAIC HOLDINGS, INC.$18.2M1
106Aberdeen Group plc$18.2M1
107ENVESTNET ASSET MANAGEMENT INC$18.2M1
108PEAK6 LLC$18.0M1
109AVIVA PLC$17.5M1
110STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$17.2M1
111Verition Fund Management LLC$17.0M1
112Capital Research Global Investors$16.9M1
113Y-Intercept (Hong Kong) Ltd$16.5M1
114CenterBook Partners LP$15.8M1
115TD ASSET MANAGEMENT INC$15.5M1
116LPL Financial LLC$15.3M1
117EVENTIDE ASSET MANAGEMENT, LLC$15.3M1
118SUSQUEHANNA INTERNATIONAL GROUP, LLP$14.4M1
119SORA INVESTORS LLC$14.4M1
120Universal- Beteiligungs- und Servicegesellschaft mbH$13.9M1
121Delta Global Management LP$13.9M1
122Styrax Capital, LP$13.5M1
123VOLORIDGE INVESTMENT MANAGEMENT, LLC$13.1M1
124PFA Pension, Forsikringsaktieselskab$12.7M1
125Man Group plc$12.5M1
126LBP AM SA$12.3M1
127SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$12.2M1
128Andra AP-fonden$12.1M1
129Bridgewater Associates, LP$12.1M1
130STATE OF WISCONSIN INVESTMENT BOARD$12.1M1
131Quadrature Capital Ltd$11.6M1
132Engineers Gate Manager LP$11.3M1
133DANSKE BANK A/S$11.3M1
134PRUDENTIAL FINANCIAL INC$11.2M1
135UNICOM Systems, Inc.$11.1M1
136BOURGEON CAPITAL MANAGEMENT LLC$10.6M1
137Vinva Investment Management Ltd$10.5M1
138ING GROEP NV$10.4M1
139Oribel Capital Management, LP$10.3M1
140HSBC HOLDINGS PLC$10.0M1
141APG Asset Management N.V.$9.9M1
142Vanguard Investments Australia, Ltd.$9.9M1
143Vanguard Global Advisers, LLC$9.8M1
144Curi Capital, LLC$9.8M1
145CWM, LLC$9.7M1
146Mariner, LLC$9.5M1
147CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$9.3M1
148WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$9.2M1
149Kinetic Partners Management, LP$9.1M1
150ROYAL LONDON ASSET MANAGEMENT LTD$9.0M1
151Zurcher Kantonalbank (Zurich Cantonalbank)$9.0M1
152EXCHANGE TRADED CONCEPTS, LLC$8.9M1
153JENNISON ASSOCIATES LLC$8.7M1
154Corient Private Wealth LLC$8.7M1
155Asset Management One Co., Ltd.$8.3M1
156OMERS ADMINISTRATION Corp$8.0M1
157Bienville Capital Management, LLC$8.0M1
158CYPRESS POINT INVESTMENT MANAGEMENT LP$7.9M1
159JANE STREET GROUP, LLC$7.7M1
160Graham Capital Management, L.P.$7.7M1
161Covea Finance$7.6M1
162MACKENZIE FINANCIAL CORP$7.5M1
163Calamos Advisors LLC$7.5M1
164KLP KAPITALFORVALTNING AS$7.4M1
165Parallax Volatility Advisers, L.P.$7.2M1
166Tredje AP-fonden$7.1M1
167Cerity Partners LLC$6.9M1
168State of New Jersey Common Pension Fund D$6.9M1
169Trexquant Investment LP$6.8M1
170Empower Advisory Group, LLC$6.4M1
171FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$6.3M1
172Clear Street Group Inc.$6.3M1
173Arthedge Capital Management, LLC$6.3M1
174Capital International Sarl$6.2M1
175Mediolanum International Funds Ltd$6.2M1
176LEVEL FOUR ADVISORY SERVICES, LLC$6.2M1
177Cetera Investment Advisers$6.0M1
178Creative Planning$5.9M1
179OPPENHEIMER ASSET MANAGEMENT INC.$5.8M1
180WELCH & FORBES LLC$5.8M1
181Resona Asset Management Co.,Ltd.$5.8M1
182Montaka Global Pty Ltd$5.8M1
183HighTower Advisors, LLC$5.7M1
184STOREBRAND ASSET MANAGEMENT AS$5.7M1
185Focus Partners Wealth$5.5M1
186Arizona State Retirement System$5.4M1
187Mirae Asset Global Investments Co., Ltd.$5.4M1
188CIBC Bancorp USA Inc.$5.3M1
189Union Bancaire Privee, UBP SA$5.2M1
190BANK OF MONTREAL /CAN/$5.2M1
191ABN AMRO INVESTMENT SOLUTIONS$5.0M1
192Jain Global LLC$5.0M1
193PURSUE WEALTH PARTNERS LLC$4.8M1
194Octahedron Capital Management L.P.$4.5M1
195XTX Topco Ltd$4.5M1
196DnB Asset Management AS$4.3M1
197Walleye Capital LLC$4.1M1
198IFM Investors Pty Ltd$4.1M1
199Rockefeller Capital Management L.P.$4.1M1
200Sunstone Asset Management, L.P.$3.9M1
201USS Investment Management Ltd$3.9M1
202SEB Asset Management AB$3.9M1
203Slow Capital, Inc.$3.8M1
204Federation des caisses Desjardins du Quebec$3.8M1
205MERCER GLOBAL ADVISORS INC /ADV$3.8M1
206GROUPAMA ASSET MANAGMENT$3.7M1
207CAPITAL INTERNATIONAL LTD /CA/$3.4M1
208Fideuram Asset Management (Ireland) dac$3.4M1
209Magnetar Financial LLC$3.3M1
210AZZAD ASSET MANAGEMENT INC /ADV$3.3M1
211Havemeyer Place LP$3.2M1
212Centiva Capital, LP$3.2M1
213BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$3.2M1
214Utah Retirement Systems$3.1M1
215Beacon Pointe Advisors, LLC$2.9M1
216TRUIST FINANCIAL CORP$2.9M1
217XPONANCE LLC$2.8M1
218COMMONWEALTH EQUITY SERVICES, LLC$2.8M1
219BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.7M1
220TORONTO DOMINION BANK$2.7M1
221Vontobel Holding Ltd.$2.6M1
222IMC-Chicago, LLC$2.6M1
223NISSAY ASSET MANAGEMENT CORP /JAPAN$2.6M1
224HUSSMAN STRATEGIC ADVISORS, INC.$2.6M1
225FORA Capital, LLC$2.6M1
226Cherry Creek Investment Advisors, Inc.$2.5M1
227Empowered Funds, LLC$2.5M1
228Vanguard Personalized Indexing Management, LLC$2.4M1
229Alight Capital Management LP$2.4M1
230Sphera Management Technology Funds Ltd$2.4M1
231FIFTH THIRD BANCORP$2.4M1
232Transamerica Financial Advisors, LLC$2.4M1
233GILDER GAGNON HOWE & CO LLC$2.4M1
234Janus Henderson Group Ltd.$2.4M1
235Swiss Life Asset Management Ltd$2.4M1
236Brevan Howard Capital Management LP$2.3M1
237ZACKS INVESTMENT MANAGEMENT$2.3M1
238BOOTHBAY FUND MANAGEMENT, LLC$2.3M1
239Taylor Frigon Capital Management LLC$2.2M1
240FORMULA GROWTH LTD$2.2M1
241Summit Trail Advisors, LLC$2.2M1
242Sumitomo Mitsui DS Asset Management Company, Ltd$2.2M1
243Capital International, Inc./CA/$2.1M1
244OP Asset Management Ltd$2.1M1
245Alessandra Capital Management, LLC$2.1M1
246SCHRODER INVESTMENT MANAGEMENT GROUP$2.1M1
247Consolidated Investment Group LLC$2.1M1
248Daiwa Securities Group Inc.$2.1M1
249Gradient Investments LLC$2.0M1
250Alamar Capital Management, LLC$1.9M1
251Wealthfront Advisers LLC$1.9M1
252BANK OF NOVA SCOTIA$1.9M1
253NLB Skladi, upravljanje premozenja, d.o.o.$1.8M1
254WJ Financial Advisors LLC$1.8M1
255WINTON GROUP Ltd$1.8M1
256Generali Investments Towarzystwo Funduszy Inwestycyjnych$1.8M1
257NATIONAL BANK OF CANADA /FI/$1.8M1
258MACQUARIE GROUP LTD$1.8M1
259NewEdge Wealth, LLC$1.7M1
260LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.7M1
261Merit Financial Group, LLC$1.7M1
262Investment Management Corp of Ontario$1.6M1
263Inspire Advisors, LLC$1.6M1
264B. Metzler seel. Sohn & Co. AG$1.6M1
265PDT Partners, LLC$1.6M1
266Vestmark Advisory Solutions, Inc.$1.6M1
267CastleKnight Management LP$1.6M1
268OPPENHEIMER & CO INC$1.5M1
269Advisors Asset Management, Inc.$1.5M1
270TrueMark Investments, LLC$1.5M1
271ALPS ADVISORS INC$1.5M1
272BDF-GESTION$1.5M1
273Krane Funds Advisors LLC$1.5M1
274LECAP ASSET MANAGEMENT LTD$1.5M1
275Jasper Ridge Partners, L.P.$1.5M1
276Chicago Capital, LLC$1.4M1
277Qsemble Capital Management, LP$1.4M1
278ASSETMARK, INC$1.4M1
279Dai-ichi Life Insurance Company, Ltd$1.4M1
280BW Gestao de Investimentos Ltda.$1.4M1
281Knollwood Investment Advisory, LLC$1.4M1
282Clearbridge Investments, LLC$1.4M1
283Banque Cantonale Vaudoise$1.3M1
284CREDIT AGRICOLE S A$1.3M1
285Volterra Technologies LP$1.3M1
286Focus Partners Advisor Solutions, LLC$1.3M1
287SIG BROKERAGE, LP$1.3M1
288MML INVESTORS SERVICES, LLC$1.3M1
289Diversified Trust Co$1.3M1
290Avanza Fonder AB$1.3M1
291PINKERTON WEALTH, LLC$1.3M1
292Mandatum Life Insurance Co Ltd$1.2M1
293Blackstone Inc.$1.2M1
294US BANCORP \DE\$1.2M1
295Mitsubishi UFJ Trust & Banking Corp$1.2M1
296Sanctuary Advisors, LLC$1.2M1
297Oak Harvest Investment Services$1.2M1
298MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.1M1
299Plum Street Advisors, LLC$1.1M1
300Envestnet Portfolio Solutions, Inc.$1.1M1
301MASTERINVEST Kapitalanlage GmbH$1.1M1
302ASR Vermogensbeheer N.V.$1.1M1
303Kestra Investment Management, LLC$1.1M1
304UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.0M1
305Polymer Capital Management (HK) LTD$1.0M1
306Pathstone Holdings, LLC$1.0M1
307Osmosis Investment Management UK Ltd$998K1
308MOORE CAPITAL MANAGEMENT, LP$978K1
309Pallas Capital Advisors LLC$975K1
310CIBC Asset Management Inc$964K1
311Maryland State Retirement & Pension System$958K1
312NewEdge Advisors, LLC$951K1
313Cambria Investment Management, L.P.$947K1
314Orion Porfolio Solutions, LLC$941K1
315Inspire Investing, LLC$941K1
316SummitTX Capital, L.P.$907K1
317Private Advisor Group, LLC$902K1
318TOKIO MARINE ASSET MANAGEMENT CO LTD$899K1
319Jefferies Financial Group Inc.$880K1
320O'SHAUGHNESSY ASSET MANAGEMENT, LLC$865K1
321BRANDYWINE MANAGERS, LLC$862K1
322Chicago Partners Investment Group LLC$859K1
323CIBC WORLD MARKET INC.$844K1
324Leonteq Securities AG$840K1
325Atria Investments, Inc$831K1
326Dynamic Technology Lab Private Ltd$825K1
327Phoenix Financial Ltd.$823K1
328Prospera Financial Services Inc$823K1
329Meiji Yasuda Life Insurance Co$819K1
330Blueshift Asset Management, LLC$817K1
331M&T BANK CORP$796K1
332Holocene Advisors, LP$790K1
333Perigon Wealth Management, LLC$780K1
334Caprock Group, LLC$780K1
335QVT Financial LP$769K1
336Capital Group Investment Management Pte. Ltd.$746K1
337Inscription Capital, LLC$746K1
338Western Financial Corp/CA$737K1
339Saudi Central Bank$735K1
340&PARTNERS$730K1
341KEYBANK NATIONAL ASSOCIATION/OH$726K1
342Xcel Wealth Management, LLC$721K1
343Banque Transatlantique SA$713K1
344Vident Advisory, LLC$712K1
345Krilogy Financial LLC$707K1
346ELEVATION POINT WEALTH PARTNERS, LLC$688K1
347PRUDENTIAL PLC$679K1
348Qtron Investments LLC$676K1
349Lighthouse Investment Partners, LLC$675K1
350Bull Harbor Capital LLC$674K1
351E. Ohman J:or Asset Management AB$670K1
352SC US (TTGP), LTD.$662K1
353SteelPeak Wealth, LLC$653K1
354BENJAMIN EDWARDS INC$650K1
355Northwest & Ethical Investments L.P.$647K1
356Palacios Wealth Management, LLC$618K1
357LBMC INVESTMENT ADVISORS, LLC$612K1
358Shay Capital LLC$612K1
359Snowden Capital Advisors LLC$610K1
360Twin Tree Management, LP$609K1
361INDEPENDENT FINANCIAL GROUP, LLC$606K1
362Gotham Asset Management, LLC$585K1
363Sivia Capital Partners, LLC$584K1
364Waverly Advisors, LLC$582K1
365CAPSTONE INVESTMENT ADVISORS, LLC$565K1
366NATIXIS$560K1
367PRINCIPAL FINANCIAL GROUP INC$558K1
368North Dakota State Investment Board$558K1
369Allworth Financial LP$553K1
370SHELTON WEALTH MANAGEMENT, LLC$548K1
371Lombard Odier Asset Management (Switzerland) SA$545K1
372COMMERCE BANK$544K1
373Intellectus Partners, LLC$543K1
374INTECH INVESTMENT MANAGEMENT LLC$535K1
375Kera Capital Partners, Inc.$533K1
376CHOREO, LLC$525K1
377Cresset Asset Management, LLC$518K1
378Metis Global Partners, LLC$507K1
379Perpetual Ltd$504K1
380Pine Valley Investments Ltd Liability Co$504K1
381WADDELL & ASSOCIATES, LLC$499K1
382MISSION WEALTH MANAGEMENT, LP$496K1
383NorthCrest Asset Manangement, LLC$493K1
384MYDA Advisors LLC$490K1
385HB Wealth Management, LLC$486K1
386AFT, FORSYTH & COMPANY, INC.$481K1
387F/m Investments LLC$480K1
388Aaron Wealth Advisors LLC$480K1
389Colonial River Investments, LLC$474K1
390D.A. DAVIDSON & CO.$472K1
391Blue Trust, Inc.$470K1
392Sequoia Financial Advisors, LLC$467K1
393Polymer Capital Management (US) LLC$465K1
394GC Wealth Management RIA, LLC$463K1
395EVOLVE PRIVATE WEALTH, LLC$453K1
396CAXTON ASSOCIATES LLP$449K1
397Worthington Financial Partners, LLC$447K1
398Avestar Capital, LLC$444K1
399ASHTON THOMAS SECURITIES, LLC$431K1
400MERIDIAN INVESTMENT COUNSEL INC.$426K1
401EFG International AG$418K1
402Carnegie Investment Counsel$417K1
403HM PAYSON & CO$410K1
404GUGGENHEIM CAPITAL LLC$406K1
405Baker Avenue Asset Management, LP$392K1
406Kazazian Asset Management, LLC$392K1
407UniSuper Management Pty Ltd$392K1
408Joel Isaacson & Co., LLC$388K1
409WESTPAC BANKING CORP$381K1
410EP Wealth Advisors, LLC$377K1
411MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$371K1
412J. Safra Sarasin Holding AG$366K1
413Net Worth Advisory Group$364K1
414Pembroke Management, LTD$363K1
415EARNED WEALTH ADVISORS, LLC$355K1
416Seelaus Asset Management LLC$351K1
417Voleon Capital Management LP$350K1
418Bridgewater Advisors Inc.$348K1
419PRINCIPAL SECURITIES, INC.$341K1
420Vise Technologies, Inc.$339K1
421Brooklyn Investment Group$333K1
422Callan Family Office, LLC$333K1
423Bank Julius Baer & Co. Ltd, Zurich$326K1
424STEPHENS INC /AR/$325K1
425COLDSTREAM CAPITAL MANAGEMENT INC$324K1
426BANQUE PICTET & CIE SA$321K1
427Columbia Bank$321K1
428SIGNATUREFD, LLC$321K1
429MAI Capital Management$317K1
430INCEPTIONR LLC$316K1
431PRINCETON CAPITAL MANAGEMENT LLC$315K1
432NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$311K1
433Palumbo Wealth Management LLC$305K1
434Laird Norton Wetherby Trust Company, LLC$304K1
435DAVENPORT & Co LLC$302K1
436Prosperity Consulting Group, LLC$302K1
437Savant Capital, LLC$299K1
438Frank, Rimerman Advisors LLC$299K1
439QRG CAPITAL MANAGEMENT, INC.$298K1
440Kestra Advisory Services, LLC$297K1
441TEACHER RETIREMENT SYSTEM OF TEXAS$297K1
442Clearstead Advisors, LLC$292K1
443Financial Perspectives, Inc$287K1
444OXFORD ASSET MANAGEMENT LLP$286K1
445RITHOLTZ WEALTH MANAGEMENT$284K1
446Siemens Fonds Invest GmbH$280K1
447Forefront Wealth Partners, LLC$272K1
448MIRABELLA FINANCIAL SERVICES LLP$272K1
449EVOKE WEALTH, LLC$271K1
450Csenge Advisory Group$271K1
451Meiji Yasuda Asset Management Co Ltd.$269K1
452Values First Advisors, Inc.$268K1
453MOODY NATIONAL BANK TRUST DIVISION$267K1
454Bayforest Capital Ltd$265K1
455Meeder Advisory Services, Inc.$264K1
456SeaBridge Investment Advisors LLC$262K1
457TD Waterhouse Canada Inc.$259K1
458World Investment Advisors$259K1
459JACKSON THORNTON WEALTH MANAGEMENT, LLC$258K1
460Marex Group Ltd$257K1
461Cornerstone Select Advisors, LLC$257K1
462180 WEALTH ADVISORS, LLC$257K1
463Lido Advisors, LLC$256K1
464MONETA GROUP INVESTMENT ADVISORS LLC$255K1
465VestGen Advisors, LLC$255K1
466Parcion Private Wealth LLC$255K1
467Lansforsakringar Fondforvaltning AB (publ)$254K1
468Quantum Portfolio Management LLC$253K1
469Dana Investment Advisors, Inc.$252K1
470DARA CAPITAL US, INC.$251K1
471SYM FINANCIAL Corp$249K1
472Crewe Advisors LLC$245K1
473Praxis Capital Management LLC$245K1
474Ascent Group, LLC$243K1
475Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$238K1
476NORDEN GROUP LLC$238K1
477Savvy Advisors, Inc.$238K1
478Wedmont Private Capital$236K1
479BEESE FULMER INVESTMENT MANAGEMENT, INC.$232K1
480Tanager Wealth Management LLP$231K1
481NEW YORK LIFE INVESTMENT MANAGEMENT LLC$230K1
482CITIZENS FINANCIAL GROUP INC/RI$230K1
483Legacy Wealth Asset Management, LLC$227K1
484Concurrent Investment Advisors, LLC$223K1
485Allegiance Financial Group Advisory Services LLC$222K1
486ProShare Advisors LLC$221K1
487Moran Wealth Management, LLC$219K1
488Crossmark Global Holdings, Inc.$217K1
489Numerai GP LLC$217K1
490Frec Markets, Inc.$215K1
491Ascent Wealth Partners, LLC$211K1
492PCM Encore, LLC$204K1
493MGO ONE SEVEN LLC$203K1
494Focus Financial Network, Inc.$202K1
495DIVERSIFY WEALTH MANAGEMENT, LLC$202K1
496Caerus Investment Advisors, LLC$200K1
497GLOBALT Investments LLC / GA$200K1
498Alphadyne Asset Management LP$197K1
499NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$196K1
500Steward Partners Investment Advisory, LLC$163K1
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)2 buy / 1 sell
Congress net ($ bound)−$13.0K to $29.0K
Filers net (actions)not in build
Filers net ($ 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 MDB

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for MDB · financials and macro

Financials — as filed PLANNED

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