Public record / Tickers / MEDP

MEDP — Medpace Holdings, Inc.

Both disclosure regimes on one name: who in Congress filed about MEDP, 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
22
all PTR rows naming MEDP
Members · 12m
2
4 buys · 3 sells · by trade date
Latest PTR
05-28
filed 2026-05-28
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. · $15.0K–$50.0K

Sale · traded 2026-01-15 → filed 2026-02-13. Ranked over every MEDP row by the provable lower bound, never a point estimate.

2 members · 4 buys / 3 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

12 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. 12 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING MEDP · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning MEDP
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-05-28David J. Taylor R–OH-2PurchaseTraded 05-15 +13d$1K–$15K
2026-05-28David J. Taylor R–OH-2PurchaseTraded 05-15 +13d$1K–$15K
2026-03-06David J. Taylor R–OH-2PurchaseTraded 02-26 +8d$1K–$15K
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 01-15 +29d$15K–$50K
2026-02-02David J. Taylor R–OH-2PurchaseTraded 01-29 +4d$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 22 ↗

Members active in MEDP

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing MEDP 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.
David J. Taylor R–OH-25−$11.0K to $59.0K2
Gilbert Ray Cisneros, Jr. D–CA-312−$65.0K to −$16.0K2

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

Congress ↔ notable managers · MEDP

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
2 Fundsmith, Caxton Associates $30.4M held

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

Merged timeline of congressional filings and notable-manager moves on MEDP
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Fadd+6,833 sh
2026-05-15Gotham Asset Management 13Fadd+8,232 sh
2026-05-15Fundsmith 13Ftrim−19,899 sh
2026-05-14Caxton Associates 13Ftrim−175 sh

4 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 MEDP for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.2B1
2AQR CAPITAL MANAGEMENT LLC$634M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$539M1
4VANGUARD CAPITAL MANAGEMENT LLC$486M1
5WASATCH ADVISORS LP$372M1
6STATE STREET CORP$328M1
7Invesco Ltd.$277M1
8RENAISSANCE TECHNOLOGIES LLC$242M1
9Mawer Investment Management Ltd.$214M1
10D. E. Shaw & Co., Inc.$208M1
11ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$190M1
12DIMENSIONAL FUND ADVISORS LP$167M1
13UBS Group AG$163M1
14MORGAN STANLEY$138M1
15NORTHERN TRUST CORP$109M1
16BANK OF AMERICA CORP /DE/$102M1
17FRANKLIN RESOURCES INC$96.9M1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$94.4M1
19TWO SIGMA INVESTMENTS, LP$84.8M1
20Stephens Investment Management Group LLC$78.2M1
21FMR LLC$77.1M1
22VANGUARD FIDUCIARY TRUST CO$68.4M1
23Epoch Investment Partners, Inc.$67.7M1
24UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$67.6M1
25Turtle Creek Asset Management Inc.$65.1M1
26Connor, Clark & Lunn Investment Management Ltd.$64.7M1
27TD ASSET MANAGEMENT INC$63.9M1
28ENVESTNET ASSET MANAGEMENT INC$63.9M1
29CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.5M1
30RAYMOND JAMES FINANCIAL INC$62.2M1
31Janus Henderson Group Ltd.$60.0M1
32ROYAL BANK OF CANADA$59.5M1
33Assenagon Asset Management S.A.$55.9M1
34NORDEA INVESTMENT MANAGEMENT AB$52.8M1
35Smith Group Asset Management, LLC$49.7M1
36Candriam S.C.A.$49.6M1
37Annex Advisory Services, LLC$45.5M1
38CITIGROUP INC$45.1M1
39Nuveen, LLC$42.5M1
40MAIRS & POWER INC$41.2M1
41Cerity Partners LLC$39.4M1
42VOLORIDGE INVESTMENT MANAGEMENT, LLC$35.9M1
43FULLER & THALER ASSET MANAGEMENT, INC.$35.4M1
44Man Group plc$32.8M1
45IEQ CAPITAL, LLC$31.7M1
46FIRST TRUST ADVISORS LP$31.1M1
47Retirement Systems of Alabama$30.4M1
48BARCLAYS PLC$30.1M1
49Fundsmith LLP$30.1M1
50Amundi$29.4M1
51PANAGORA ASSET MANAGEMENT INC$28.8M1
52Squarepoint Ops LLC$28.3M1
53Spyglass Capital Management LLC$26.8M1
54SEI INVESTMENTS CO$26.6M1
55CANADA PENSION PLAN INVESTMENT BOARD$26.2M1
56RICE HALL JAMES & ASSOCIATES, LLC$25.9M1
57CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$25.1M1
58VICTORY CAPITAL MANAGEMENT INC$24.5M1
59PRINCIPAL FINANCIAL GROUP INC$24.2M1
60Heron Bay Capital Management$24.2M1
61NewEdge Wealth, LLC$23.9M1
62WELLINGTON MANAGEMENT GROUP LLP$23.2M1
63WELLS FARGO & COMPANY/MN$23.1M1
64LPL Financial LLC$22.0M1
65Swiss National Bank$21.4M1
66Aberdeen Group plc$20.5M1
67BALYASNY ASSET MANAGEMENT L.P.$20.3M1
68Bridgewater Associates, LP$19.8M1
69Legal & General Group Plc$19.5M1
70Crow's Nest Holdings LP$19.2M1
71Mariner, LLC$19.2M1
72STIFEL FINANCIAL CORP$18.5M1
73McGuire Investment Group, LLC$17.0M1
74CWM, LLC$16.7M1
75ALLIANCEBERNSTEIN L.P.$15.9M1
76Distillate Capital Partners LLC$15.7M1
77EULAV Asset Management$15.6M1
78Universal- Beteiligungs- und Servicegesellschaft mbH$15.6M1
79BNP Paribas Asset Management Holding S.A.$14.6M1
80Allianz Asset Management GmbH$14.3M1
81FEDERATED HERMES, INC.$14.1M1
82Ensign Peak Advisors, Inc$13.9M1
83Trexquant Investment LP$13.7M1
84CABOT WEALTH MANAGEMENT INC$13.3M1
85OPPENHEIMER ASSET MANAGEMENT INC.$13.1M1
86Empowered Funds, LLC$12.4M1
87LAZARD ASSET MANAGEMENT LLC$12.3M1
88Gotham Asset Management, LLC$12.2M1
89RENAISSANCE GROUP LLC$11.8M1
90Artemis Investment Management LLP$11.5M1
91PUBLIC SECTOR PENSION INVESTMENT BOARD$10.9M1
92KING LUTHER CAPITAL MANAGEMENT CORP$10.5M1
93AMERICAN CENTURY COMPANIES INC$10.5M1
94CI INVESTMENTS INC.$10.0M1
95VANGUARD ASSET MANAGEMENT, Ltd$9.8M1
96STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$9.3M1
97Ascent Group, LLC$9.2M1
98FIL Ltd$8.8M1
99MERCER GLOBAL ADVISORS INC /ADV$8.6M1
100WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$8.5M1
101INTECH INVESTMENT MANAGEMENT LLC$8.2M1
102STATE OF WISCONSIN INVESTMENT BOARD$8.1M1
103Cetera Investment Advisers$8.1M1
104Palisades Investment Partners, LLC$7.9M1
105OSAIC HOLDINGS, INC.$7.8M1
106Creative Planning$7.7M1
107Chevy Chase Trust Holdings, LLC$7.1M1
108MANUFACTURERS LIFE INSURANCE COMPANY, THE$6.9M1
109Militia Capital Management LLC$6.8M1
110Crossmark Global Holdings, Inc.$6.4M1
111TRUIST FINANCIAL CORP$6.3M1
112FIRST FOUNDATION ADVISORS$6.3M1
113PDT Partners, LLC$6.2M1
114Moran Wealth Management, LLC$6.2M1
115Empirical Finance, LLC$6.1M1
116Engineers Gate Manager LP$5.9M1
117Swedbank AB$5.8M1
118PFA Pension, Forsikringsaktieselskab$5.6M1
119Alpine Peaks Capital, LP$5.5M1
120Eurizon SLJ Capital Ltd$5.4M1
121Transamerica Financial Advisors, LLC$5.3M1
122Strategic Global Advisors, LLC$5.2M1
123CASTLEARK MANAGEMENT LLC$4.8M1
124DEUTSCHE BANK AG\$4.8M1
125Quantinno Capital Management LP$4.7M1
126PRUDENTIAL PLC$4.7M1
127PRUDENTIAL FINANCIAL INC$4.7M1
128Zurcher Kantonalbank (Zurich Cantonalbank)$4.5M1
129Davidson Capital Management Inc.$4.4M1
130GUGGENHEIM CAPITAL LLC$4.4M1
131Oxbow Advisors, LLC$4.4M1
132Vanguard Global Advisers, LLC$4.4M1
133Beacon Pointe Advisors, LLC$4.3M1
134MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.1M1
135VOYA INVESTMENT MANAGEMENT LLC$3.9M1
136Larson Financial Group LLC$3.9M1
137NATIXIS$3.8M1
138Taproot Management LP$3.8M1
139HANCOCK WHITNEY CORP$3.7M1
140State of New Jersey Common Pension Fund D$3.7M1
141BLAIR WILLIAM & CO/IL$3.6M1
142Verition Fund Management LLC$3.6M1
143FIFTH THIRD BANCORP$3.5M1
144SCHRODER INVESTMENT MANAGEMENT GROUP$3.4M1
145TEACHER RETIREMENT SYSTEM OF TEXAS$3.4M1
146Qube Research & Technologies Ltd$3.4M1
147Focus Partners Wealth$3.2M1
148Pathstone Holdings, LLC$3.2M1
149NATIONAL BANK OF CANADA /FI/$3.2M1
150BANK OF MONTREAL /CAN/$3.1M1
151HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$3.0M1
152HUSSMAN STRATEGIC ADVISORS, INC.$3.0M1
153Arizona State Retirement System$3.0M1
154US BANCORP \DE\$2.9M1
155PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$2.9M1
156Walleye Capital LLC$2.9M1
157Sone Capital Management, LLC$2.8M1
158Berkeley, Inc$2.8M1
159HOMESTEAD ADVISERS CORP$2.8M1
160Vanguard Investments Australia, Ltd.$2.7M1
161Tidal Investments LLC$2.7M1
162MILLENNIUM MANAGEMENT LLC$2.7M1
163Atria Investments, Inc$2.7M1
164COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.7M1
165Merit Financial Group, LLC$2.7M1
166Allworth Financial LP$2.7M1
167Inspire Investing, LLC$2.7M1
168DIVERSIFY WEALTH MANAGEMENT, LLC$2.7M1
169STATE OF MICHIGAN RETIREMENT SYSTEM$2.6M1
170Aquatic Capital Management LLC$2.5M1
171PICTON MAHONEY ASSET MANAGEMENT$2.4M1
172NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.4M1
173Lifestyle Asset Management, Inc.$2.4M1
174XPONANCE LLC$2.4M1
175New Age Alpha Advisors, LLC$2.4M1
176Focus Partners Advisor Solutions, LLC$2.3M1
177HighTower Advisors, LLC$2.2M1
178OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.2M1
179Vanguard Personalized Indexing Management, LLC$2.2M1
180Orion Porfolio Solutions, LLC$2.1M1
181Linden Thomas Advisory Services, LLC$2.1M1
182Joseph Group Capital Management$2.1M1
183&PARTNERS$2.1M1
184Vident Advisory, LLC$2.1M1
185AXXCESS WEALTH MANAGEMENT, LLC$2.0M1
186Ameritas Investment Partners, Inc.$2.0M1
187HSBC HOLDINGS PLC$1.9M1
188CIM, LLC$1.9M1
189DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$1.9M1
190Asset Management One Co., Ltd.$1.9M1
191Illinois Municipal Retirement Fund$1.9M1
192Waverly Advisors, LLC$1.9M1
193HBK Sorce Advisory LLC$1.9M1
194Edgestream Partners, L.P.$1.8M1
195OMERS ADMINISTRATION Corp$1.8M1
196ROBERTS GLORE & CO INC /IL/$1.8M1
197OP Asset Management Ltd$1.8M1
198XTX Topco Ltd$1.8M1
199Pictet Asset Management Holding SA$1.8M1
200MML INVESTORS SERVICES, LLC$1.8M1
201COMMONWEALTH EQUITY SERVICES, LLC$1.7M1
202Bank Julius Baer & Co. Ltd, Zurich$1.7M1
203LGT Fund Management Co Ltd.$1.7M1
204Pallas Capital Advisors LLC$1.6M1
205Jefferies Financial Group Inc.$1.6M1
206Westover Capital Advisors, LLC$1.5M1
207Schear Investment Advisers, LLC$1.5M1
208SHEETS SMITH WEALTH MANAGEMENT$1.5M1
209GLR Partners, LLC$1.4M1
210BROWN ADVISORY INC$1.4M1
211Clark Capital Management Group, Inc.$1.4M1
212Allspring Global Investments Holdings, LLC$1.4M1
213Numerai GP LLC$1.4M1
214QUADRANT CAPITAL GROUP LLC$1.4M1
215BRIDGEWAY CAPITAL MANAGEMENT, LLC$1.4M1
216NewEdge Advisors, LLC$1.3M1
217NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.3M1
218EXCHANGE TRADED CONCEPTS, LLC$1.3M1
219Advisors Asset Management, Inc.$1.3M1
220EVOLVE PRIVATE WEALTH, LLC$1.3M1
221Summit Trail Advisors, LLC$1.3M1
222PineStone Asset Management Inc.$1.3M1
223Dakota Wealth Management$1.3M1
224BloombergSen Inc.$1.3M1
225Krilogy Financial LLC$1.2M1
226LECAP ASSET MANAGEMENT LTD$1.2M1
227BOOTHBAY FUND MANAGEMENT, LLC$1.2M1
228Robeco Institutional Asset Management B.V.$1.2M1
229Ducere Wealth Management LLC$1.2M1
230Guilbault Capital LLC$1.2M1
231VestGen Investment Management$1.2M1
232PDS Planning, Inc$1.1M1
233Sivia Capital Partners, LLC$1.1M1
234Womack Financial LLC$1.1M1
235Private Advisor Group, LLC$1.1M1
236BLALOCK WILLIAMS, LLC$1.1M1
237Chicago Partners Investment Group LLC$1.1M1
238ProShare Advisors LLC$1.1M1
239BENJAMIN EDWARDS INC$1.0M1
240Equitable Holdings, Inc.$1.0M1
241WORLDQUANT MILLENNIUM ADVISORS LLC$1.0M1
242Havemeyer Place LP$1.0M1
243Bull Harbor Capital LLC$1.0M1
244FORA Capital, LLC$999K1
245Marshall Financial Group, LLC$984K1
246Financiere des Professionnels - Fonds d'investissement inc.$973K1
247Quantedge Capital Pte Ltd$960K1
248Core Wealth Partners LLC$960K1
249NOVEM GROUP$944K1
250Meeder Advisory Services, Inc.$922K1
251Kestra Investment Management, LLC$919K1
252Swiss Life Asset Management Ltd$918K1
253NLB Skladi, upravljanje premozenja, d.o.o.$912K1
254Federation des caisses Desjardins du Quebec$912K1
255Global Financial Private Client, LLC$909K1
256Citizens Business Bank$860K1
257HB Wealth Management, LLC$859K1
258O'SHAUGHNESSY ASSET MANAGEMENT, LLC$852K1
259Sanctuary Advisors, LLC$836K1
260NorthCrest Asset Manangement, LLC$836K1
261FIDUCIARY TRUST CO$818K1
262Daiwa Securities Group Inc.$812K1
263VARCOV Co.$805K1
264JANE STREET GROUP, LLC$798K1
265SECURIAN ASSET MANAGEMENT, INC$794K1
266Corient Private Wealth LLC$773K1
267Archford Capital Strategies, LLC$755K1
268LRT Capital Management, LLC$748K1
269Mirae Asset Global Investments Co., Ltd.$745K1
270LGT Group Foundation$731K1
271KESTRA PRIVATE WEALTH SERVICES, LLC$730K1
272denkapparat Operations GmbH$712K1
273Enhancing Capital LLC$702K1
274WADDELL & ASSOCIATES, LLC$697K1
275Keebeck Wealth Management$689K1
276Independent Advisor Alliance$688K1
277Compound Planning, Inc.$688K1
278Impact Partnership Wealth, LLC$685K1
279Perbak Capital Partners LLP$670K1
280COLDSTREAM CAPITAL MANAGEMENT INC$653K1
281Brooklyn Investment Group$648K1
282UNITED CAPITAL FINANCIAL ADVISORS, LLC$646K1
283INDEPENDENT FINANCIAL GROUP, LLC$644K1
284Steward Partners Investment Advisory, LLC$644K1
285NOMURA HOLDINGS INC$626K1
286VestGen Advisors, LLC$587K1
287Gibbs Wealth Management$586K1
288Worthington Financial Partners, LLC$585K1
289Alliance Wealth Advisors, LLC /UT$580K1
290Catalyst Capital Advisors LLC$571K1
291Maryland State Retirement & Pension System$570K1
292Utah Retirement Systems$568K1
293Graham Capital Management, L.P.$566K1
294Empirical Asset Management, LLC$565K1
295Mission Creek Capital Partners, Inc.$562K1
296MAI Capital Management$554K1
297Portside Wealth Group, LLC$548K1
298ALPS ADVISORS INC$528K1
299J2 Capital Management Inc$521K1
300Kera Capital Partners, Inc.$516K1
301Integrated Quantitative Investments LLC$506K1
302Precision Wealth Strategies, LLC$503K1
303Sequoia Financial Advisors, LLC$492K1
304AZZAD ASSET MANAGEMENT INC /ADV$488K1
305Vontobel Holding Ltd.$474K1
306AVIVA PLC$472K1
307Clearstead Advisors, LLC$472K1
308Integrated Advisors Network LLC$471K1
309SUSQUEHANNA INTERNATIONAL GROUP, LLP$470K1
310Magnetar Financial LLC$469K1
311EVOKE WEALTH, LLC$461K1
312CIBC Asset Management Inc$458K1
313NORDEN GROUP LLC$451K1
314Parcion Private Wealth LLC$448K1
315QRG CAPITAL MANAGEMENT, INC.$448K1
316Exit Wealth Advisors, LLC.$445K1
317Voya Financial Advisors, Inc.$443K1
318ANGELES WEALTH MANAGEMENT, LLC$440K1
319COOKSON PEIRCE & CO INC$437K1
320MGO ONE SEVEN LLC$434K1
321North Dakota State Investment Board$425K1
322Rothschild Wealth LLC$420K1
323Ausdal Financial Partners, Inc.$414K1
324EQUITABLE TRUST CO$413K1
325Ipswich Investment Management Co., Inc.$411K1
326CHOREO, LLC$411K1
327GATEWAY INVESTMENT ADVISERS LLC$407K1
328waypoint wealth counsel$405K1
329Marex Group Ltd$404K1
330M&T BANK CORP$401K1
331WEALTH ALLIANCE, LLC$400K1
332Tower Research Capital LLC (TRC)$399K1
333AlphaCore Capital LLC$398K1
334Balboa Wealth Partners$396K1
335JOURNEY STRATEGIC WEALTH LLC$395K1
336JOHNSON INVESTMENT COUNSEL INC$391K1
337Mach-1 Financial Group, LLC$390K1
338CITADEL ADVISORS LLC$388K1
339Baker Avenue Asset Management, LP$386K1
340Journey Advisory Group, LLC$377K1
341Grant Private Wealth Management Inc$377K1
342Caerus Investment Advisors, LLC$372K1
343Procyon Advisors, LLC$366K1
344BEESE FULMER INVESTMENT MANAGEMENT, INC.$364K1
345AE Wealth Management LLC$364K1
346Fideuram Asset Management (Ireland) dac$363K1
347SHELTON CAPITAL MANAGEMENT$361K1
348SALEM INVESTMENT COUNSELORS INC$358K1
349Brown Miller Wealth Management, LLC$356K1
350Polymer Capital Management (US) LLC$355K1
351GenTrust, LLC$352K1
352TWO SIGMA SECURITIES, LLC$348K1
353DAYMARK WEALTH PARTNERS, LLC$346K1
354Parkside Financial Bank & Trust$345K1
355JACKSON THORNTON WEALTH MANAGEMENT, LLC$342K1
356REGIONS FINANCIAL CORP$342K1
357CAXTON ASSOCIATES LLP$340K1
358Quantum Portfolio Management LLC$338K1
359VISTA FINANCE, LLC$333K1
360Fielder Capital Group LLC$332K1
361Allegiance Financial Group Advisory Services LLC$331K1
362Blackstone Inc.$331K1
363Advyzon Investment Management, LLC$326K1
364Leonteq Securities AG$319K1
365Snowden Capital Advisors LLC$317K1
366COMMERCE BANK$315K1
367Frec Markets, Inc.$315K1
368Aprio Wealth Management, LLC$314K1
369Legacy Capital Group California, Inc.$314K1
370Abel Hall, LLC$312K1
371Proficio Capital Partners LLC$311K1
3723Chopt Investment Partners, LLC$310K1
373Blue Trust, Inc.$310K1
374PINNACLE ASSOCIATES LTD$307K1
375Baird Financial Group, Inc.$307K1
376Hardy Reed LLC$303K1
377National Wealth Management Group, LLC$303K1
378Bayforest Capital Ltd$303K1
379Baron Wealth Management LLC$302K1
380SIGNATUREFD, LLC$299K1
381STRATEGY ASSET MANAGERS LLC$297K1
382CITIZENS FINANCIAL GROUP INC/RI$295K1
383PIAR LLC$293K1
384KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$292K1
385SkyOak Wealth, LLC$288K1
386Gallacher Capital Management LLC$280K1
387Inspire Advisors, LLC$280K1
388Kaufman Rossin Wealth, LLC$279K1
389Nemes Rush Group LLC$274K1
390QTR Family Wealth, LLC$274K1
391PROFUND ADVISORS LLC$270K1
392Savant Capital, LLC$261K1
393Future Financial Wealth Managment LLC$259K1
394Apollon Wealth Management, LLC$259K1
395STEPHENS INC /AR/$253K1
396Knollwood Investment Advisory, LLC$252K1
397OneDigital Investment Advisors LLC$252K1
398Meiji Yasuda Asset Management Co Ltd.$248K1
399Laird Norton Wetherby Trust Company, LLC$246K1
400Three Seasons Wealth, LLC$245K1
401Ameritas Advisory Services, LLC$244K1
402CLEAR WAVE WEALTH MANAGEMENT LLC$243K1
403Savvy Advisors, Inc.$243K1
404Forum Financial Management, LP$241K1
405BARNES PETTEY FINANCIAL ADVISORS, LLC$240K1
406Haverford Trust Co$237K1
407ASHTON THOMAS SECURITIES, LLC$232K1
408Abundance Wealth Counselors$232K1
409Koshinski Asset Management, Inc.$231K1
410Arax Advisory Partners$230K1
411Estate Planners Group, LLC$229K1
412Kestra Advisory Services, LLC$228K1
413Callan Family Office, LLC$228K1
414NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$227K1
415BARLOW WEALTH PARTNERS, LLC$225K1
416PCM Encore, LLC$225K1
417EARNED WEALTH ADVISORS, LLC$224K1
418WESTPAC BANKING CORP$222K1
419Perpetual Ltd$222K1
420Stratos Wealth Partners, LTD.$220K1
421Lombard Odier Asset Management (USA) Corp$220K1
422Balefire, LLC$217K1
423BAILARD, INC.$216K1
424NORTHWEST WEALTH MANAGEMENT, LLC$215K1
425Perigon Wealth Management, LLC$211K1
426Curi Capital, LLC$210K1
427Lighthouse Investment Partners, LLC$210K1
428Ariadne Wealth Management, LP$210K1
429Soltis Investment Advisors LLC$210K1
430Americana Partners, LLC$210K1
431Naviter Wealth, LLC$208K1
432UMB Bank, n.a.$207K1
433Vise Technologies, Inc.$207K1
434GREENLEAF TRUST$206K1
435Unified Investment Management$206K1
436RIVERSEDGE ADVISORS, LLC$205K1
437FLORIDA FINANCIAL ADVISORS, LLC$205K1
438ZACKS INVESTMENT MANAGEMENT$202K1
439GILPIN WEALTH MANAGEMENT, LLC$199K1
440Rockefeller Capital Management L.P.$190K1
441Eurizon Capital SGR S.p.A.$151K1
442Smartleaf Asset Management LLC$146K1
443INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$141K1
444DUNCKER STREETT & CO INC$131K1
445THRIVENT FINANCIAL FOR LUTHERANS$111K1
446State of Wyoming$106K1
447True Wealth Design, LLC$104K1
448PITTENGER & ANDERSON INC$97.0K1
449NATIXIS ADVISORS, LLC$83.9K1
450Reyes Financial Architecture, Inc.$71.1K1
451GeoWealth Management, LLC$59.1K1
452ASSETMARK, INC$56.7K1
453CENTRAL TRUST Co$54.3K1
454Darwin Wealth Management, LLC$33.6K1
455Activest Wealth Management$33.1K1
456Solstein Capital, LLC$32.2K1
457Mitsubishi UFJ Asset Management Co., Ltd.$31.2K1
458Truvestments Capital LLC$31.2K1
459Clark Wealth Partners$29.3K1
460SJS Investment Consulting Inc.$27.4K1
461Johnson Financial Group, Inc.$24.5K1
462GHP Investment Advisors, Inc.$24.0K1
463AMERIFLEX GROUP, INC.$24.0K1
464Keating Financial Advisory Services, Inc.$23.5K1
465JONES FINANCIAL COMPANIES LLLP$20.6K1
466Hilltop National Bank$20.6K1
467Owl Creek Wealth Partners LLC$20.2K1
468ALGERT GLOBAL LLC$17.8K1
469Signature Equity Partners, LLC$17.3K1
470DekaBank Deutsche Girozentrale$17.0K1
471CVA Family Office, LLC$16.8K1
472Pinnacle Wealth Planning Services, Inc.$16.3K1
473MATHER GROUP, LLC.$14.4K1
474JFS WEALTH ADVISORS, LLC$14.4K1
475Kilter Group LLC$13.4K1
476Meramec Financial Planners, LLC$13.2K1
477Bell Investment Advisors, Inc$11.5K1
478JNBA Financial Advisors$11.0K1
479Murphy & Mullick Capital Management Corp$10.6K1
480Avalon Trust Co$10.1K1
481MCGUIRE CAPITAL ADVISORS INC$9.6K1
482Financial Network Wealth Advisors LLC$8.6K1
483JPL Wealth Management, LLC$8.2K1
484Annis Gardner Whiting Capital Advisors, LLC$7.7K1
485Harel Insurance Investments & Financial Services Ltd.$6.8K1
486TOTH FINANCIAL ADVISORY CORP$6.7K1
487Salomon & Ludwin, LLC$6.5K1
488CHILTON CAPITAL MANAGEMENT LLC$6.2K1
489Spire Wealth Management$6.2K1
490MidFirst Bank$6.2K1
491CANADA LIFE ASSURANCE Co$6.2K1
492Tredje AP-fonden$5.3K1
493Triumph Capital Management$5.3K1
494TD Waterhouse Canada Inc.$4.9K1
495Hartford Financial Management Inc.$4.8K1
496Millstone Evans Group, LLC$4.8K1
497Treasurer of the State of North Carolina$4.6K1
498Altshuler Shaham Ltd$4.3K1
499Grove Bank & Trust$3.8K1
500HRT FINANCIAL LP$3.6K1
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)4 buy / 3 sell
Congress net ($ bound)−$76.0K to $43.0K
Filers net (actions)not in build
Filers net ($ 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 MEDP

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for MEDP · financials and macro

Financials — as filed PLANNED

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