Public record / Tickers / MKSI

MKSI — MKS INC

Both disclosure regimes on one name: who in Congress filed about MKSI, 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
7
all PTR rows naming MKSI
Members · 12m
1
1 buys · 2 sells · by trade date
Latest PTR
11-21
filed 2025-11-21
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

Lisa C. McClain · $1.0K–$15.0K

Sale · traded 2025-10-31 → filed 2025-11-21. Ranked over every MKSI row by the provable lower bound, never a point estimate.

1 member · 1 buys / 2 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

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 MKSI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning MKSI
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-09-12Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 08-04 +39d$1K–$15K
2023-05-12Tommy Tuberville R–ALSale · JT (jointly owned)Traded 04-03 +39d$1K–$15Kamendment pending
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 7 ↗

Members active in MKSI

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing MKSI 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.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2

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

Congress ↔ notable managers · MKSI

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

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

Merged timeline of congressional filings and notable-manager moves on MKSI
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Fnew+38,133 sh
2026-05-15Moore Capital Management 13Fnew+10,000 sh
2026-05-15Gotham Asset Management 13Ftrim−29,812 sh
2026-05-15Tudor Investment Corp 13Ftrim−23,202 sh
2026-05-15Glenview Capital 13Fexit−74,200 sh
2026-05-14Caxton Associates 13Fadd+206 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 MKSI for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.5B1
2Invesco Ltd.$855M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$847M1
4VANGUARD CAPITAL MANAGEMENT LLC$693M1
5STATE STREET CORP$473M1
6Capital International Investors$452M1
7FMR LLC$444M1
8WELLINGTON MANAGEMENT GROUP LLP$421M1
9Point72 Asset Management, L.P.$370M1
10GEODE CAPITAL MANAGEMENT, LLC$354M1
11Whale Rock Capital Management LLC$300M1
12Capital World Investors$294M1
13WESTFIELD CAPITAL MANAGEMENT CO LP$241M1
14CITADEL ADVISORS LLC$218M1
15MILLENNIUM MANAGEMENT LLC$206M1
16VICTORY CAPITAL MANAGEMENT INC$202M1
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC$199M1
18DIMENSIONAL FUND ADVISORS LP$192M1
19Bank of New York Mellon Corp$191M1
20PRINCIPAL FINANCIAL GROUP INC$141M1
21AQR CAPITAL MANAGEMENT LLC$137M1
22NORTHERN TRUST CORP$131M1
23MORGAN STANLEY$118M1
24SAMLYN CAPITAL, LLC$114M1
25FRANKLIN RESOURCES INC$109M1
26BANK OF AMERICA CORP /DE/$107M1
27FengHe Fund Management Pte. Ltd.$105M1
28UBS Group AG$99.3M1
29VANGUARD FIDUCIARY TRUST CO$95.9M1
30BALYASNY ASSET MANAGEMENT L.P.$93.6M1
31ROYCE & ASSOCIATES LP$92.8M1
32MANUFACTURERS LIFE INSURANCE COMPANY, THE$92.0M1
33Nuveen, LLC$86.9M1
34Blue Grotto Capital, LLC$86.2M1
35Contour Asset Management LLC$86.1M1
36Madison Asset Management, LLC$77.8M1
37RAYMOND JAMES FINANCIAL INC$75.8M1
38TREMBLANT CAPITAL GROUP$75.8M1
39NORDEA INVESTMENT MANAGEMENT AB$71.5M1
40SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$64.9M1
41AMERICAN CENTURY COMPANIES INC$64.6M1
42TWO SIGMA INVESTMENTS, LP$64.0M1
43NOMURA HOLDINGS INC$61.9M1
44Quantinno Capital Management LP$59.7M1
45Amundi$58.5M1
46Defiance ETFs, LLC$57.6M1
47Park West Asset Management LLC$57.3M1
48Harvey Partners, LLC$55.9M1
49JANE STREET GROUP, LLC$55.9M1
50WELLS FARGO & COMPANY/MN$55.9M1
51SYSTEMATIC FINANCIAL MANAGEMENT LP$55.6M1
52ALLIANCEBERNSTEIN L.P.$51.1M1
53DENDUR CAPITAL LP$49.3M1
54COOKE & BIELER LP$48.3M1
55UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$46.9M1
56Gotham Asset Management, LLC$44.9M1
57NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$42.7M1
58Mizuho Markets Cayman LP$40.2M1
59LPL Financial LLC$40.2M1
60Ceredex Value Advisors LLC$38.9M1
61VOLORIDGE INVESTMENT MANAGEMENT, LLC$38.2M1
62SORA INVESTORS LLC$37.4M1
63BARCLAYS PLC$37.1M1
64FRONTIER CAPITAL MANAGEMENT CO LLC$37.1M1
65SummitTX Capital, L.P.$37.0M1
66Retirement Systems of Alabama$36.4M1
67ROYAL BANK OF CANADA$35.2M1
68Delta Global Management LP$34.7M1
69CRAMER ROSENTHAL MCGLYNN LLC$34.1M1
70DEUTSCHE BANK AG\$30.6M1
71Swiss National Bank$30.5M1
72CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$28.3M1
73LIGHT STREET CAPITAL MANAGEMENT, LLC$28.1M1
74D. E. Shaw & Co., Inc.$27.6M1
75NEEDHAM INVESTMENT MANAGEMENT LLC$27.6M1
76BANK OF MONTREAL /CAN/$26.9M1
77Talos Eurisko Asset Management LP$26.2M1
78Daiwa Securities Group Inc.$24.7M1
79RENAISSANCE TECHNOLOGIES LLC$23.8M1
80SEI INVESTMENTS CO$23.3M1
81FEDERATED HERMES, INC.$23.0M1
82AMERIPRISE FINANCIAL INC$22.8M1
83SILVERCREST ASSET MANAGEMENT GROUP LLC$22.5M1
84Legal & General Group Plc$20.7M1
85Rivermont Capital Management LP$20.1M1
86Divisar Capital Management LLC$19.6M1
87Aequim Alternative Investments LP$19.4M1
88TUDOR INVESTMENT CORP ET AL$18.7M1
89Walleye Capital LLC$18.2M1
90PDT Partners, LLC$17.6M1
91ENVESTNET ASSET MANAGEMENT INC$17.4M1
92Qube Research & Technologies Ltd$17.1M1
93Polar Capital Holdings Plc$16.6M1
94Fourier Capital Management Ltd$16.3M1
95Tairen Capital Ltd$15.7M1
96AGF MANAGEMENT LTD$15.7M1
97THAMES CAPITAL MANAGEMENT LLC$15.6M1
98Bowie Capital Management, LLC$14.8M1
99VANGUARD ASSET MANAGEMENT, Ltd$14.1M1
100ExodusPoint Capital Management, LP$13.8M1
101NFJ INVESTMENT GROUP, LLC$13.8M1
102STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$13.3M1
103Curi Capital, LLC$12.5M1
104Hel Ved Capital Management Ltd$12.1M1
105FIRST TRUST ADVISORS LP$12.0M1
106SEB Asset Management AB$12.0M1
107GHP Investment Advisors, Inc.$11.6M1
108STATE OF WISCONSIN INVESTMENT BOARD$11.3M1
109Robeco Schweiz AG$10.5M1
110CANADA PENSION PLAN INVESTMENT BOARD$10.4M1
111Channing Capital Management, LLC$10.2M1
112WORLDQUANT MILLENNIUM ADVISORS LLC$10.0M1
113MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$9.9M1
114Edgestream Partners, L.P.$9.8M1
115SIRIOS CAPITAL MANAGEMENT L P$9.7M1
116SHAPIRO CAPITAL MANAGEMENT LLC$9.5M1
117Shellback Capital, LP$9.5M1
118CITIGROUP INC$9.1M1
119TORONTO DOMINION BANK$8.9M1
120Bridgewater Associates, LP$8.8M1
121PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$8.6M1
122Leith Wheeler Investment Counsel Ltd.$8.6M1
123Creative Planning$8.5M1
124Assenagon Asset Management S.A.$8.5M1
125Tyro Capital Management LLC$8.5M1
126KR Capital LP$8.5M1
127KENNEDY CAPITAL MANAGEMENT LLC$8.4M1
128SUSQUEHANNA INTERNATIONAL GROUP, LLP$8.4M1
129Daventry Group, LP$8.4M1
130Corient Private Wealth LLC$8.1M1
131GLOBEFLEX CAPITAL L P$8.0M1
132Jain Global LLC$7.9M1
133HARBER ASSET MANAGEMENT LLC$7.9M1
134NEW YORK STATE COMMON RETIREMENT FUND$7.8M1
135Vanguard Global Advisers, LLC$7.7M1
136MetLife Investment Management, LLC$7.6M1
137Boston Partners$7.2M1
138Tidal Investments LLC$7.1M1
139Janus Henderson Group Ltd.$7.0M1
140CREDIT AGRICOLE S A$6.8M1
141PRUDENTIAL FINANCIAL INC$6.5M1
142IEQ CAPITAL, LLC$6.2M1
143Cetera Investment Advisers$6.1M1
144Cerity Partners LLC$6.0M1
145PICTON MAHONEY ASSET MANAGEMENT$6.0M1
146STIFEL FINANCIAL CORP$5.9M1
147Phocas Financial Corp.$5.9M1
148BNP Paribas Asset Management Holding S.A.$5.7M1
149BOOTHBAY FUND MANAGEMENT, LLC$5.6M1
150State of New Jersey Common Pension Fund D$5.3M1
151Lisanti Capital Growth, LLC$5.3M1
152Focus Partners Wealth$5.3M1
153Oliver Luxxe Assets LLC$5.2M1
154Hilton Capital Management, LLC$5.0M1
155Mariner, LLC$4.9M1
156XTX Topco Ltd$4.8M1
157Pathstone Holdings, LLC$4.6M1
158INTECH INVESTMENT MANAGEMENT LLC$4.6M1
159Engineers Gate Manager LP$4.6M1
160YOUSIF CAPITAL MANAGEMENT, LLC$4.6M1
161FIFTH THIRD BANCORP$4.4M1
162M&T BANK CORP$4.4M1
163Vanguard Personalized Indexing Management, LLC$4.4M1
164Expect Equity LLC$4.2M1
165Arizona State Retirement System$4.2M1
166NISA INVESTMENT ADVISORS, LLC$4.2M1
167ICON ADVISERS INC/CO$4.1M1
168VOYA INVESTMENT MANAGEMENT LLC$4.1M1
169BlueCrest Capital Management Ltd$4.0M1
170Vanguard Investments Australia, Ltd.$3.9M1
171COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.9M1
172Vestmark Advisory Solutions, Inc.$3.8M1
173MERCER GLOBAL ADVISORS INC /ADV$3.7M1
174STATE OF MICHIGAN RETIREMENT SYSTEM$3.7M1
175Summit Trail Advisors, LLC$3.5M1
176NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$3.5M1
177KLP KAPITALFORVALTNING AS$3.4M1
178CWM, LLC$3.4M1
179Ethic Inc.$3.3M1
180New Age Alpha Advisors, LLC$3.3M1
181OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.2M1
182LAZARD ASSET MANAGEMENT LLC$3.1M1
183CAPSTONE INVESTMENT ADVISORS, LLC$3.0M1
184GREAT LAKES ADVISORS, LLC$2.9M1
185HighTower Advisors, LLC$2.8M1
186Ameritas Investment Partners, Inc.$2.8M1
187Lighthouse Investment Partners, LLC$2.8M1
188Inspire Investing, LLC$2.8M1
189Man Group plc$2.6M1
190WCM INVESTMENT MANAGEMENT, LLC$2.6M1
191Pictet Asset Management Holding SA$2.5M1
192Orion Porfolio Solutions, LLC$2.5M1
193FIRST NATIONAL BANK OF OMAHA$2.5M1
194WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.3M1
195FORA Capital, LLC$2.3M1
196MOORE CAPITAL MANAGEMENT, LP$2.3M1
197Y-Intercept (Hong Kong) Ltd$2.2M1
198TEACHER RETIREMENT SYSTEM OF TEXAS$2.2M1
199Headlands Technologies LLC$2.1M1
200XPONANCE LLC$2.1M1
201Caption Management, LLC$2.1M1
202Old West Investment Management, LLC$2.0M1
203GUGGENHEIM CAPITAL LLC$2.0M1
204ProShare Advisors LLC$2.0M1
205PRELUDE CAPITAL MANAGEMENT, LLC$1.9M1
206NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.9M1
207Brevan Howard Capital Management LP$1.9M1
208Linden Thomas Advisory Services, LLC$1.9M1
209Havemeyer Place LP$1.9M1
210DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$1.9M1
211CAXTON ASSOCIATES LLP$1.8M1
212Aquatic Capital Management LLC$1.8M1
213Sanctuary Advisors, LLC$1.7M1
214J.W. COLE ADVISORS, INC.$1.7M1
215MAVERICK CAPITAL LTD$1.7M1
216AXQ CAPITAL, LP$1.7M1
217EQUITABLE TRUST CO$1.7M1
218&PARTNERS$1.6M1
219Mitsubishi UFJ Trust & Banking Corp$1.6M1
220HANCOCK WHITNEY CORP$1.6M1
221JOURNEY STRATEGIC WEALTH LLC$1.5M1
222US BANCORP \DE\$1.5M1
223NewEdge Advisors, LLC$1.3M1
224Concentric Capital Strategies, LP$1.3M1
225Quantbot Technologies LP$1.3M1
226Swiss Life Asset Management Ltd$1.3M1
227OSAIC HOLDINGS, INC.$1.2M1
228TWINBEECH CAPITAL LP$1.2M1
229Eurizon Capital SGR S.p.A.$1.2M1
230O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.2M1
231Meeder Advisory Services, Inc.$1.2M1
232SECURIAN ASSET MANAGEMENT, INC$1.1M1
233SIERRA SUMMIT ADVISORS LLC$1.1M1
234Pinpoint Asset Management (Singapore) Pte. Ltd.$1.1M1
235COMMERCE BANK$1.1M1
236COMMONWEALTH EQUITY SERVICES, LLC$1.1M1
237QUADRANT CAPITAL GROUP LLC$1.1M1
238PROFUND ADVISORS LLC$1.0M1
239COLDSTREAM CAPITAL MANAGEMENT INC$1.0M1
240Quinn Opportunity Partners LLC$1.0M1
241Wedmont Private Capital$988K1
242Blue Trust, Inc.$982K1
243Merit Financial Group, LLC$980K1
244Chicago Partners Investment Group LLC$942K1
245Ensign Peak Advisors, Inc$930K1
246Callan Family Office, LLC$921K1
247DnB Asset Management AS$911K1
248Lido Advisors, LLC$903K1
249Aaron Wealth Advisors LLC$903K1
250Crossmark Global Holdings, Inc.$883K1
251QRG CAPITAL MANAGEMENT, INC.$881K1
252TT International Asset Management LTD$865K1
253Federation des caisses Desjardins du Quebec$862K1
254FOX RUN MANAGEMENT, L.L.C.$852K1
255Vise Technologies, Inc.$848K1
256Verition Fund Management LLC$843K1
257State of Wyoming$841K1
258Utah Retirement Systems$827K1
259EVERGREEN CAPITAL MANAGEMENT LLC$811K1
260AIGEN INVESTMENT MANAGEMENT, LP$800K1
261Monolith Management Ltd$797K1
262BROWN ADVISORY INC$794K1
263EP Wealth Advisors, LLC$793K1
264Empowered Funds, LLC$782K1
265Maryland State Retirement & Pension System$769K1
266Vident Advisory, LLC$765K1
267EntryPoint Capital, LLC$756K1
268Baker Avenue Asset Management, LP$753K1
269MACKENZIE FINANCIAL CORP$752K1
270FULTON BANK, N.A.$742K1
271UNITED CAPITAL FINANCIAL ADVISORS, LLC$727K1
272Private Advisor Group, LLC$723K1
273WASHINGTON CAPITAL MANAGEMENT, INC$722K1
274Atria Investments, Inc$718K1
275Fairvoy Private Wealth, LLC$706K1
276Fieldview Capital Management, LLC$701K1
277AE Wealth Management LLC$674K1
278Cetera Trust Company, N.A$670K1
279OP Asset Management Ltd$650K1
280Jefferies Financial Group Inc.$637K1
281TECTONIC ADVISORS LLC$605K1
282Shay Capital LLC$603K1
283FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$603K1
284GREENLEAF TRUST$573K1
285Caitong International Asset Management Co., Ltd$570K1
286Kera Capital Partners, Inc.$559K1
287Counterpoint Mutual Funds LLC$558K1
288Tower Research Capital LLC (TRC)$552K1
289HSBC HOLDINGS PLC$551K1
290MML INVESTORS SERVICES, LLC$547K1
291SIGNATUREFD, LLC$532K1
292Polymer Capital Management (US) LLC$527K1
293IMC-Chicago, LLC$519K1
294Focus Partners Advisor Solutions, LLC$517K1
295GATEWAY INVESTMENT ADVISERS LLC$516K1
296Avior Wealth Management, LLC$506K1
297Baird Financial Group, Inc.$503K1
298PANAGORA ASSET MANAGEMENT INC$500K1
299SHELTON CAPITAL MANAGEMENT$500K1
300Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$498K1
301OPPENHEIMER ASSET MANAGEMENT INC.$492K1
302CIBC Asset Management Inc$484K1
303Fifth Third Wealth Advisors LLC$480K1
304ROMANO BROTHERS AND COMPANY$473K1
305HB Wealth Management, LLC$467K1
306DRW Securities, LLC$462K1
307MAI Capital Management$457K1
308Walleye Trading LLC$456K1
309North Dakota State Investment Board$451K1
310Centiva Capital, LP$446K1
311Phillips Wealth Planners LLC$429K1
312Larson Financial Group LLC$426K1
313Watershed Asset Management, L.L.C.$420K1
314INFRASTRUCTURE CAPITAL ADVISORS, LLC$402K1
315Diversified Trust Co$385K1
316Inscription Capital, LLC$383K1
317WINTON GROUP Ltd$368K1
318Laird Norton Wetherby Trust Company, LLC$364K1
319Ballentine Partners, LLC$363K1
320Caprock Group, LLC$360K1
321Meiji Yasuda Asset Management Co Ltd.$356K1
322Aspex Management (HK) Ltd$354K1
323VestGen Advisors, LLC$348K1
324Dynasty Wealth Management, LLC$347K1
325Westover Capital Advisors, LLC$345K1
326DAVENPORT & Co LLC$340K1
327UMB Bank, n.a.$337K1
328NORDEN GROUP LLC$334K1
329Sequoia Financial Advisors, LLC$332K1
330Quantum Portfolio Management LLC$320K1
331Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.$319K1
332EARNED WEALTH ADVISORS, LLC$318K1
333Pallas Capital Advisors LLC$317K1
334Frec Markets, Inc.$314K1
335BURNEY CO/$313K1
336First National Advisers, LLC$310K1
337KEYBANK NATIONAL ASSOCIATION/OH$301K1
338Optas, LLC$300K1
339NATIONAL BANK OF CANADA /FI/$300K1
340ANB BANK$296K1
341Farringdon Capital, Ltd.$294K1
342Resonant Capital Advisors, LLC$287K1
343Rockefeller Capital Management L.P.$287K1
344World Investment Advisors$282K1
345OMERS ADMINISTRATION Corp$276K1
346CHOREO, LLC$276K1
347WADDELL & ASSOCIATES, LLC$273K1
348EXCHANGE TRADED CONCEPTS, LLC$272K1
349Leonteq Securities AG$271K1
350MOODY ALDRICH PARTNERS LLC$269K1
351OneDigital Investment Advisors LLC$268K1
352BENJAMIN EDWARDS INC$267K1
353Dynamic Advisor Solutions LLC$260K1
354Allworth Financial LP$259K1
355NorthCrest Asset Manangement, LLC$254K1
356Compound Planning, Inc.$249K1
357Bull Harbor Capital LLC$242K1
358SouthState Bank Corp$235K1
359MGO ONE SEVEN LLC$230K1
360Independent Advisor Alliance$228K1
361Modern Wealth Management, LLC$227K1
362Sivia Capital Partners, LLC$227K1
363STEPH & CO$221K1
364Rafferty Asset Management, LLC$217K1
365EVOLVE PRIVATE WEALTH, LLC$214K1
366BOURNE LENT ASSET MANAGEMENT INC$213K1
367Savant Capital, LLC$207K1
368Absolute Gestao de Investimentos Ltda.$205K1
369Index Technologies Group LLC$202K1
370Leo Wealth, LLC$201K1
371ANGELES WEALTH MANAGEMENT, LLC$201K1
372CHILDRESS CAPITAL ADVISORS, LLC$200K1
373Smartleaf Asset Management LLC$197K1
374Northwest & Ethical Investments L.P.$182K1
375Pinnacle Wealth Planning Services, Inc.$170K1
376ABN AMRO INVESTMENT SOLUTIONS$166K1
377Arax Advisory Partners$120K1
378Persistent Asset Partners Ltd$120K1
379Bayforest Capital Ltd$115K1
380Steward Partners Investment Advisory, LLC$114K1
381SCHRODER INVESTMENT MANAGEMENT GROUP$108K1
382Atlantic Union Bankshares Corp$106K1
383Salomon & Ludwin, LLC$90.8K1
384Truvestments Capital LLC$73.4K1
385Penserra Capital Management LLC$57.6K1
386NOMURA ASSET MANAGEMENT CO LTD$57.5K1
387NATIXIS ADVISORS, LLC$53.3K1
388SJS Investment Consulting Inc.$52.9K1
389NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$51.7K1
390Mitsubishi UFJ Asset Management Co., Ltd.$43.9K1
391Parkside Financial Bank & Trust$41.6K1
392True Wealth Design, LLC$37.2K1
393Rakuten Securities, Inc.$35.6K1
394THRIVENT FINANCIAL FOR LUTHERANS$33.0K1
395JONES FINANCIAL COMPANIES LLLP$28.0K1
396Physician Wealth Advisors, Inc.$27.6K1
397Bell Investment Advisors, Inc$24.8K1
398ARMSTRONG ADVISORY GROUP, INC$24.1K1
399Measured Wealth Private Client Group, LLC$22.1K1
400Owl Creek Wealth Partners LLC$20.2K1
401LORD, ABBETT & CO. LLC$20.2K1
402Kemnay Advisory Services Inc.$19.3K1
403Clearstead Trust, LLC$18.8K1
404Accordant Advisory Group Inc$17.9K1
405Elequin Capital, LP$17.9K1
406SBI Securities Co., Ltd.$17.9K1
407Wall Street Financial Group, Inc.$16.8K1
408ASSETMARK, INC$16.3K1
409CVA Family Office, LLC$14.9K1
410NEW YORK STATE TEACHERS RETIREMENT SYSTEM$14.5K1
411FARMERS & MERCHANTS INVESTMENTS INC$13.6K1
412Clearstead Advisors, LLC$12.6K1
413INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$12.0K1
414ROGCO, LP$11.7K1
415Bravera Wealth$11.5K1
416Keating Financial Advisory Services, Inc.$11.3K1
417ALGERT GLOBAL LLC$10.1K1
418ACADIAN ASSET MANAGEMENT LLC$9.5K1
419Joseph Group Capital Management$9.4K1
420Medallion Wealth Advisors, LLC$9.2K1
421Transamerica Financial Advisors, LLC$9.0K1
422CANADA LIFE ASSURANCE Co$8.9K1
423Acumen Wealth Advisors, LLC$8.5K1
424ELEVATION WEALTH PARTNERS, LLC$7.8K1
425Wealth Enhancement Trust Services, Inc.$7.8K1
426Cassaday & Co Wealth Management LLC$7.4K1
427JFS WEALTH ADVISORS, LLC$7.1K1
428AMALGAMATED BANK$7.1K1
429Treasurer of the State of North Carolina$6.6K1
430KBC Group NV$6.0K1
431Fairman Group, LLC$5.5K1
432Prestige Wealth Management Group LLC$5.1K1
433JPL Wealth Management, LLC$5.1K1
434Quest 10 Wealth Builders, Inc.$4.8K1
435Sunrise Financial Services, LLC$4.6K1
436Private Wealth Management Group, LLC$4.4K1
437Retirement Wealth Solutions LLC$4.1K1
438Rialto Wealth Management, LLC$3.9K1
439MV CAPITAL MANAGEMENT, INC.$3.7K1
440NEW MEXICO EDUCATIONAL RETIREMENT BOARD$3.2K1
441ALBION FINANCIAL GROUP /UT$3.2K1
442Cromwell Holdings LLC$3.0K1
443DiNuzzo Private Wealth, Inc.$3.0K1
444Quaker Wealth Management, LLC$2.8K1
445WPG Advisers, LLC$2.8K1
446Vestcor Inc$2.6K1
447Kilter Group LLC$2.5K1
448Grove Bank & Trust$2.3K1
449IFM Investors Pty Ltd$2.3K1
450United Financial Planning Group LLC$2.3K1
451Signature Equity Partners, LLC$2.1K1
452South Dakota Investment Council$2.0K1
453TD Waterhouse Canada Inc.$1.9K1
454DecisionPoint Financial, LLC$1.8K1
455Sachetta, LLC$1.8K1
456State of Alaska, Department of Revenue$1.5K1
457MCF Advisors LLC$1.4K1
458Vermillion Wealth Management, Inc.$1.4K1
459Activest Wealth Management$1.4K1
460ATWOOD & PALMER INC$1.2K1
461Stone House Investment Management, LLC$1.1K1
462HFM Investment Advisors, LLC$1.1K1
463MONTAG A & ASSOCIATES INC$1.1K1
464HARBOR CAPITAL ADVISORS, INC.$9541
465Quantitative Investment Management, LLC$6921
466Claret Asset Management Corp$5241
467Jackson Creek Investment Advisors LLC$5101
468Virtu Financial LLC$4281
469Cambridge Investment Research Advisors, Inc.$3681
470PARK AVENUE SECURITIES LLC$2711
471TFC Financial Management, Inc.$2301
472TopTier Wealth Management, LLC$2301
4733 FACTOR INDEXING, LLC$2301
474Raleigh Capital Management Inc.$611
475Smithfield Trust Co$351
476Capital Advisors, Ltd. LLC$311
477Matrix Trust Co$141
478CX Institutional$121
479Avion Wealth$91
480BANK OF NOVA SCOTIA$01
481VANGUARD GROUP INC$01
482DANSKE BANK A/S$01
483HARBOUR INVESTMENTS, INC.$01
484Banco Santander, S.A.$01
485Wilmington Savings Fund Society, FSB$01
486COMERICA BANK$01
487GROUP ONE TRADING LLC$01
488VIRGINIA RETIREMENT SYSTEMS ET Al$01
489UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$01
490LSV ASSET MANAGEMENT$01
491GLENVIEW CAPITAL MANAGEMENT, LLC$01
492ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$01
493AQR Arbitrage LLC$01
494CIBC Private Wealth Group LLC$01
495Southpoint Capital Advisors LP$01
496NORGES BANK$01
497HRT FINANCIAL LP$01
498TWO SIGMA ADVISERS, LP$01
499MIRABELLA FINANCIAL SERVICES LLP$01
500Quantedge Capital Pte Ltd$01
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 / 2 sell
Congress net ($ bound)−$29.0K to $13.0K
Filers net (actions)not in build
Filers net ($ 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 MKSI

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for MKSI · financials and macro

Financials — as filed PLANNED

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