Public record / Tickers / MIDD

MIDD — MIDDLEBY Corp

Both disclosure regimes on one name: who in Congress filed about MIDD, 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
24
all PTR rows naming MIDD
Members · 12m
1
0 buys · 16 sells · by trade date
Latest PTR
09-09
filed 2026-09-09
13F holders
381
top-381 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

Bradley Scott Schneider · $250K–$500K

Sale · traded 2019-04-24 → filed 2019-05-26. Ranked over every MIDD row by the provable lower bound, never a point estimate.

1 member · 0 buys / 16 sells

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

3 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

18 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. 18 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING MIDD · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning MIDD
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-09April McClain Delaney D–MD-6Sale · DC (dependent-child-owned)Traded 08-25 +15d$15K–$50K
2026-09-09April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 08-24 +16d$1K–$15K
2026-09-09April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 08-10 +30d$1K–$15K
2026-09-09April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 08-06 +34d$1K–$15K
2026-09-09April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 08-05 +35d$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 24 ↗

Members active in MIDD

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing MIDD 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.
April McClain Delaney D–MD-616−$310K to −$44.0K2

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

Congress ↔ notable managers · MIDD

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

Congress · last 90 days

Buyers
0
Sellers
1 April McClain Delaney D–MD-6 $22K–$155K

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

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $1.9M held
Trimming
1 Caxton Associates $984K held

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

Merged timeline of congressional filings and notable-manager moves on MIDD
DateWhoChangeSize
2026-09-09April McClain Delaney CongressSale$15K–$50K
2026-09-09April McClain Delaney CongressSale$1K–$15K
2026-09-09April McClain Delaney CongressSale$1K–$15K
2026-09-09April McClain Delaney CongressSale$1K–$15K
2026-09-09April McClain Delaney CongressSale$1K–$15K
2026-09-09April McClain Delaney CongressSale$1K–$15K
2026-07-07April McClain Delaney CongressSale$1K–$15K
2026-07-07April McClain Delaney CongressSale$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+11,581 sh
2026-05-14Caxton Associates 13Ftrim−5,408 sh

10 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 MIDD for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$564M1
2Garden Investment Management, L.P.$448M1
3VANGUARD CAPITAL MANAGEMENT LLC$272M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$262M1
5ARIEL INVESTMENTS, LLC$209M1
6Select Equity Group, L.P.$199M1
7STATE STREET CORP$189M1
8Invesco Ltd.$183M1
9EARNEST PARTNERS LLC$171M1
10WELLINGTON MANAGEMENT GROUP LLP$159M1
11DIMENSIONAL FUND ADVISORS LP$147M1
12Turtle Creek Asset Management Inc.$125M1
13GEODE CAPITAL MANAGEMENT, LLC$123M1
14BANK OF AMERICA CORP /DE/$113M1
15SEI INVESTMENTS CO$107M1
16D. E. Shaw & Co., Inc.$104M1
17AMERIPRISE FINANCIAL INC$83.3M1
18ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$74.7M1
19MORGAN STANLEY$74.0M1
20COOKE & BIELER LP$72.8M1
21BANK OF MONTREAL /CAN/$60.5M1
22Bank of New York Mellon Corp$57.1M1
23NORTHERN TRUST CORP$55.3M1
24UBS Group AG$54.8M1
25FRANKLIN RESOURCES INC$54.0M1
26Boston Partners$47.7M1
27CHARLES SCHWAB INVESTMENT MANAGEMENT INC$44.9M1
28Clarkston Capital Partners, LLC$38.4M1
29Quantinno Capital Management LP$38.2M1
30VANGUARD FIDUCIARY TRUST CO$38.2M1
31AQR CAPITAL MANAGEMENT LLC$38.0M1
32JANE STREET GROUP, LLC$28.7M1
33RENAISSANCE TECHNOLOGIES LLC$27.2M1
34LAZARD ASSET MANAGEMENT LLC$19.6M1
35WELLS FARGO & COMPANY/MN$16.6M1
36UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$16.4M1
37PRINCIPAL FINANCIAL GROUP INC$13.7M1
38Trexquant Investment LP$13.5M1
39RAYMOND JAMES FINANCIAL INC$13.3M1
40Nuveen, LLC$12.8M1
41Swiss National Bank$12.5M1
42CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$12.2M1
43VOLORIDGE INVESTMENT MANAGEMENT, LLC$11.6M1
44Allspring Global Investments Holdings, LLC$11.0M1
45Retirement Systems of Alabama$10.9M1
46Qube Research & Technologies Ltd$10.8M1
47Squarepoint Ops LLC$10.6M1
48WEDGE CAPITAL MANAGEMENT L L P/NC$10.4M1
49JUPITER ASSET MANAGEMENT LTD$9.3M1
50BARCLAYS PLC$9.2M1
51MANUFACTURERS LIFE INSURANCE COMPANY, THE$9.0M1
52Leith Wheeler Investment Counsel Ltd.$8.6M1
53ALLIANCEBERNSTEIN L.P.$8.5M1
54Legal & General Group Plc$8.4M1
55ENVESTNET ASSET MANAGEMENT INC$8.1M1
56CITADEL ADVISORS LLC$7.3M1
57ExodusPoint Capital Management, LP$7.1M1
58AYAL Capital Advisors Ltd$6.6M1
59Corient Private Wealth LLC$6.6M1
60Pacific Capital Partners Ltd$6.3M1
61VANGUARD ASSET MANAGEMENT, Ltd$5.7M1
62XTX Topco Ltd$5.6M1
63Verition Fund Management LLC$5.4M1
64STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$5.2M1
65NEXPOINT ASSET MANAGEMENT, L.P.$5.0M1
66Weiss Asset Management LP$4.6M1
67SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.5M1
68AMERICAN CENTURY COMPANIES INC$4.3M1
69HEARTLAND ADVISORS INC$4.3M1
70FIFTH THIRD BANCORP$4.3M1
71PEREGRINE CAPITAL MANAGEMENT LLC$4.3M1
72VICTORY CAPITAL MANAGEMENT INC$4.2M1
73FMR LLC$4.2M1
74Mayar Capital Ltd.$3.7M1
75Broyhill Asset Management, LLC$3.2M1
76Concentric Capital Strategies, LP$3.2M1
77Lorne Steinberg Wealth Management Inc.$3.1M1
78Holocene Advisors, LP$3.1M1
79MetLife Investment Management, LLC$3.0M1
80DRW Securities, LLC$3.0M1
81OPPENHEIMER ASSET MANAGEMENT INC.$2.9M1
82GHP Investment Advisors, Inc.$2.9M1
83TRILLIUM ASSET MANAGEMENT, LLC$2.8M1
84PALISADE CAPITAL MANAGEMENT, LP$2.7M1
85Janus Henderson Group Ltd.$2.7M1
86Vanguard Global Advisers, LLC$2.5M1
87State of New Jersey Common Pension Fund D$2.4M1
88MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.4M1
89Zurcher Kantonalbank (Zurich Cantonalbank)$2.3M1
90TD ASSET MANAGEMENT INC$2.3M1
91PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$2.0M1
92Havemeyer Place LP$2.0M1
93KING LUTHER CAPITAL MANAGEMENT CORP$1.9M1
94INTECH INVESTMENT MANAGEMENT LLC$1.9M1
95Balefire, LLC$1.9M1
96Gotham Asset Management, LLC$1.9M1
97YOUSIF CAPITAL MANAGEMENT, LLC$1.9M1
98Man Group plc$1.8M1
99Summit Trail Advisors, LLC$1.8M1
100SummitTX Capital, L.P.$1.8M1
101Southeast Asset Advisors, LLC$1.8M1
102Arizona State Retirement System$1.7M1
103Creative Planning$1.7M1
104Focus Partners Wealth$1.7M1
105Vanguard Investments Australia, Ltd.$1.6M1
106FOURPATH CAPITAL MANAGEMENT, LLC$1.6M1
107COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.5M1
108Cardinal Capital Management$1.5M1
109Magnetar Financial LLC$1.5M1
110STATE OF MICHIGAN RETIREMENT SYSTEM$1.5M1
111O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.4M1
112CenterBook Partners LP$1.4M1
113STATE OF WISCONSIN INVESTMENT BOARD$1.4M1
114MERCER GLOBAL ADVISORS INC /ADV$1.4M1
115Universal- Beteiligungs- und Servicegesellschaft mbH$1.4M1
116NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.4M1
117CITIGROUP INC$1.3M1
118OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.3M1
119MAVERICK CAPITAL LTD$1.1M1
120Ameritas Investment Partners, Inc.$1.1M1
121AXQ CAPITAL, LP$1.1M1
122Y-Intercept (Hong Kong) Ltd$1.1M1
123LPL Financial LLC$1.1M1
124TWINBEECH CAPITAL LP$1.1M1
125Pictet Asset Management Holding SA$1.1M1
126Oak Thistle LLC$1.1M1
127Pathstone Holdings, LLC$1.1M1
128Diametric Capital, LP$1.0M1
129Aquatic Capital Management LLC$1.0M1
130Caprock Group, LLC$1.0M1
131CAXTON ASSOCIATES LLP$984K1
132DEUTSCHE BANK AG\$982K1
133GLENMEDE TRUST CO NA$957K1
134WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$922K1
135CIBC WORLD MARKET INC.$877K1
136RITHOLTZ WEALTH MANAGEMENT$872K1
137FIRST CITIZENS BANK & TRUST CO$870K1
138Envestnet Portfolio Solutions, Inc.$869K1
139Cerity Partners LLC$850K1
140NEW YORK LIFE INVESTMENT MANAGEMENT LLC$817K1
141FORA Capital, LLC$797K1
142BOOTHBAY FUND MANAGEMENT, LLC$789K1
143XPONANCE LLC$755K1
144CANADA PENSION PLAN INVESTMENT BOARD$742K1
145Atria Investments, Inc$734K1
146Allianz Asset Management GmbH$731K1
147SIH Partners, LLLP$716K1
148ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC$712K1
149&PARTNERS$710K1
150Amundi$690K1
151FEDERATED HERMES, INC.$671K1
152Blue Trust, Inc.$667K1
153Cetera Investment Advisers$653K1
154Ridgewood Investments LLC$639K1
155HighTower Advisors, LLC$619K1
156Illinois Municipal Retirement Fund$614K1
157Chicago Partners Investment Group LLC$608K1
158FOX RUN MANAGEMENT, L.L.C.$588K1
159PEAK6 LLC$586K1
160WRIGHT INVESTORS SERVICE INC$583K1
161Sanctuary Advisors, LLC$577K1
162Tidal Investments LLC$544K1
163Sivia Capital Partners, LLC$538K1
164FIRST TRUST ADVISORS LP$517K1
165OSAIC HOLDINGS, INC.$504K1
166Hills Bank & Trust Co$496K1
167Quadrature Capital Ltd$487K1
168Federation des caisses Desjardins du Quebec$483K1
169TWO SIGMA SECURITIES, LLC$475K1
170CWM, LLC$472K1
171VOYA INVESTMENT MANAGEMENT LLC$460K1
172Brevan Howard Capital Management LP$458K1
173Qsemble Capital Management, LP$452K1
174SECURIAN ASSET MANAGEMENT, INC$450K1
175Merit Financial Group, LLC$446K1
176ROYAL BANK OF CANADA$429K1
177EP Wealth Advisors, LLC$412K1
178Swiss Life Asset Management Ltd$412K1
179DF DENT & CO INC$402K1
180Kera Capital Partners, Inc.$401K1
181Keel Point, LLC$399K1
182BANK OF NOVA SCOTIA$397K1
183RMR Wealth Builders$380K1
184Vanguard Personalized Indexing Management, LLC$375K1
185PRUDENTIAL FINANCIAL INC$367K1
186Brooklyn Investment Group$360K1
187MML INVESTORS SERVICES, LLC$358K1
188Ensign Peak Advisors, Inc$350K1
189Rockefeller Capital Management L.P.$344K1
190DnB Asset Management AS$343K1
191Utah Retirement Systems$335K1
192Maryland State Retirement & Pension System$330K1
193Morningstar Investment Management LLC$329K1
194Empowered Funds, LLC$327K1
195INTEGRITY ALLIANCE, LLC.$319K1
196TEACHER RETIREMENT SYSTEM OF TEXAS$307K1
197US BANCORP \DE\$306K1
198PRELUDE CAPITAL MANAGEMENT, LLC$297K1
199Baker Avenue Asset Management, LP$288K1
200Vident Advisory, LLC$285K1
201Calamos Advisors LLC$283K1
202Calamos Wealth Management LLC$283K1
203Arax Advisory Partners$279K1
204Tower Research Capital LLC (TRC)$276K1
205Beverly Hills Private Wealth, LLC$275K1
206EVOKE WEALTH, LLC$271K1
207CREDIT AGRICOLE S A$270K1
208Canal Capital Management, LLC$265K1
209Fieldview Capital Management, LLC$262K1
210ARQ WEALTH ADVISORS, LLC$261K1
211Optas, LLC$259K1
212CHOREO, LLC$257K1
213Quantbot Technologies LP$255K1
214HB Wealth Management, LLC$255K1
215RMG Wealth Management LLC$253K1
216ProShare Advisors LLC$246K1
217BLAIR WILLIAM & CO/IL$245K1
218Inscription Capital, LLC$244K1
219Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$236K1
220Engineers Gate Manager LP$231K1
221Schonfeld Strategic Advisors LLC$227K1
222Ballentine Partners, LLC$225K1
223BBR PARTNERS, LLC$225K1
224COMMERCE BANK$224K1
225CIBC Asset Management Inc$224K1
226M&T BANK CORP$222K1
227GREENLEAF TRUST$219K1
228Machina Capital S.A.S.$218K1
229Kestra Advisory Services, LLC$217K1
230Sterling Capital Management LLC$212K1
231SHELTON CAPITAL MANAGEMENT$209K1
232NICOLET BANKSHARES INC$202K1
233UMB Bank, n.a.$200K1
234BEACON INVESTMENT ADVISORY SERVICES, INC.$194K1
235MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$148K1
236QUADRANT CAPITAL GROUP LLC$147K1
237Eurizon Capital SGR S.p.A.$139K1
238State of Wyoming$134K1
239Aviso Financial Inc.$123K1
240Hilltop National Bank$111K1
241BNP Paribas Asset Management Holding S.A.$111K1
242NATIONAL BANK OF CANADA /FI/$99.1K1
243Crewe Advisors LLC$94.1K1
244Mitsubishi UFJ Trust & Banking Corp$89.0K1
245TD Waterhouse Canada Inc.$75.9K1
246NOMURA ASSET MANAGEMENT CO LTD$74.2K1
247Cassaday & Co Wealth Management LLC$67.2K1
248MAI Capital Management$65.6K1
249SIGNATUREFD, LLC$47.1K1
250Allworth Financial LP$41.8K1
251Abound Wealth Management$41.0K1
252Mirae Asset Global Investments Co., Ltd.$40.0K1
253Quarry LP$37.9K1
254Larson Financial Group LLC$35.8K1
255DHJJ Financial Advisors, Ltd.$23.5K1
256Bangor Savings Bank$23.3K1
257Parkside Financial Bank & Trust$22.7K1
258Mitsubishi UFJ Asset Management Co., Ltd.$20.7K1
259True Wealth Design, LLC$19.8K1
260NATIXIS ADVISORS, LLC$19.3K1
261LORD, ABBETT & CO. LLC$19.1K1
262Towne Trust Company, N.A$15.9K1
263Caitong International Asset Management Co., Ltd$14.8K1
264PFS Partners, LLC$14.7K1
265Steward Partners Investment Advisory, LLC$14.6K1
266Smartleaf Asset Management LLC$14.4K1
267INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$14.3K1
268Caldwell Trust Co$14.1K1
269MATHER GROUP, LLC.$12.3K1
270Leonteq Securities AG$11.3K1
271Spire Wealth Management$8.9K1
272Bayforest Capital Ltd$8.6K1
273JONES FINANCIAL COMPANIES LLLP$8.4K1
274Vanguard National Trust Co$8.0K1
275Clearstead Trust, LLC$7.8K1
276WOLFF WIESE MAGANA LLC$7.0K1
277Millstone Evans Group, LLC$6.6K1
278NEW YORK STATE TEACHERS RETIREMENT SYSTEM$6.2K1
279FARMERS & MERCHANTS INVESTMENTS INC$5.8K1
280Purpose Unlimited Inc.$5.8K1
281NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5.6K1
282Olstein Capital Management, L.P.$5.0K1
283THOMPSON SIEGEL & WALMSLEY LLC$4.9K1
284ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$4.1K1
285Orion Capital Management LLC$4.0K1
286Hunter Perkins Capital Management, LLC$3.9K1
287S&CO INC$3.9K1
288THRIVENT FINANCIAL FOR LUTHERANS$3.8K1
289JFS WEALTH ADVISORS, LLC$3.6K1
290Intentional Wealth Strategies, LLC$3.6K1
291CANADA LIFE ASSURANCE Co$3.5K1
292ELEVATION WEALTH PARTNERS, LLC$3.4K1
293Owl Creek Wealth Partners LLC$3.3K1
294Westfuller Advisors, LLC$3.2K1
295AMALGAMATED BANK$2.8K1
296SJS Investment Consulting Inc.$2.8K1
297Treasurer of the State of North Carolina$2.7K1
298Bell Investment Advisors, Inc$2.4K1
299CVA Family Office, LLC$2.3K1
300Clearstead Advisors, LLC$2.1K1
301Manchester Capital Management LLC$2.1K1
302WPG Advisers, LLC$2.1K1
303South Dakota Investment Council$2.1K1
304BROWN, LISLE/CUMMINGS, INC.$2.0K1
305TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.9K1
306ASSETMARK, INC$1.7K1
307Keating Financial Advisory Services, Inc.$1.7K1
308BAYBAN$1.7K1
309First Command Advisory Services, Inc.$1.6K1
310Investors Research Corp$1.3K1
311DiNuzzo Private Wealth, Inc.$1.3K1
312Cromwell Holdings LLC$1.2K1
313Redwood Investment Management, LLC$1.1K1
314Rialto Wealth Management, LLC$9291
315PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$7511
316State of Alaska, Department of Revenue$6131
317Pinnacle Wealth Planning Services, Inc.$5301
318Vermillion Wealth Management, Inc.$5301
319HFM Investment Advisors, LLC$5301
320Virtu Financial LLC$5071
321Triumph Capital Management$3981
322American Capital Advisory, LLC$2661
323Atlantic Union Bankshares Corp$2651
324Claret Asset Management Corp$2091
325KBC Group NV$1801
326SouthState Bank Corp$1331
327TFC Financial Management, Inc.$1331
328Employees Retirement System of Texas$681
329Avion Wealth$11
330Activest Wealth Management$01
331VANGUARD GROUP INC$01
332STIFEL FINANCIAL CORP$01
333BAILARD, INC.$01
334MEEDER ASSET MANAGEMENT INC$01
335Brandywine Global Investment Management, LLC$01
336HSBC HOLDINGS PLC$01
337COMERICA BANK$01
338GROUP ONE TRADING LLC$01
339BURNEY CO/$01
340VIRGINIA RETIREMENT SYSTEMS ET Al$01
341ARCADIA INVESTMENT MANAGEMENT CORP/MI$01
342CLARK ESTATES INC/NY$01
343MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$01
344LOGAN CAPITAL MANAGEMENT INC$01
345ADAGE CAPITAL PARTNERS GP, L.L.C.$01
346MILLENNIUM MANAGEMENT LLC$01
347CIBC Private Wealth Group LLC$01
348Epoch Investment Partners, Inc.$01
349Coastline Trust Co$01
350BROWN ADVISORY INC$01
351NORGES BANK$01
352Walleye Trading LLC$01
353HRT FINANCIAL LP$01
354Transamerica Financial Advisors, LLC$01
355Edgestream Partners, L.P.$01
356Assenagon Asset Management S.A.$01
357NAPLES GLOBAL ADVISORS, LLC$01
358Aristides Capital LLC$01
359Sequoia Financial Advisors, LLC$01
360Lighthouse Investment Partners, LLC$01
361Numerai GP LLC$01
362ODDO BHF ASSET MANAGEMENT SAS$01
363DV Trading LLC$01
364Global Retirement Partners, LLC$01
365DENDUR CAPITAL LP$01
366CERTUITY, LLC$01
367Veracity Capital LLC$01
368TrueWealth Advisors, LLC$01
369OCCUDO QUANTITATIVE STRATEGIES LP$01
370Interchange Capital Partners, LLC$01
371SBI Securities Co., Ltd.$01
372Optiver Holding B.V.$01
373NewEdge Wealth, LLC$01
374AlphaQuest LLC$01
375Forum Financial Management, LP$01
376SageView Advisory Group, LLC$01
377Dunhill Financial, LLC$01
378Annis Gardner Whiting Capital Advisors, LLC$01
379Turning Point Benefit Group, Inc.$01
380Seven Six Capital Management, LLC$01
381North Dakota State Investment Board$01
Truncated by Public Filings. The published aggregate ranks the top 381 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)0 buy / 16 sell
Congress net ($ bound)−$310K to −$44.0K
Filers net (actions)not in build
Filers net ($ 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 MIDD

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for MIDD · financials and macro

Financials — as filed PLANNED

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