Public record / Tickers / MKTX

MKTX — MARKETAXESS HOLDINGS INC

Both disclosure regimes on one name: who in Congress filed about MKTX, 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
20
all PTR rows naming MKTX
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
05-19
filed 2026-05-19
13F holders
422
top-422 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

Josh Gottheimer · $1.0K–$15.0K

Sale · traded 2026-04-09 → filed 2026-05-19. Ranked over every MKTX row by the provable lower bound, never a point estimate.

1 member · 0 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.

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

3 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. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING MKTX · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning MKTX
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-05-19Josh Gottheimer D–NJ-5Sale · JT (jointly owned)Traded 04-09 +40d$1K–$15K
2025-03-12Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 02-12 +28d$1K–$15K
2025-02-12Julie Johnson D–TX-32Purchase · JT (jointly owned)Traded 01-15 +28d$1K–$15K
2023-08-13Daniel S. Goldman D–NY-10SaleTraded 07-12 +32d$1K–$15K
2023-05-19Daniel S. Goldman D–NY-10PurchaseTraded 04-10 +39d$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 20 ↗

Members active in MKTX

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing MKTX 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.
Josh Gottheimer D–NJ-51−$15.0K to −$1.0K2

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

Congress ↔ notable managers · MKTX

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 Gotham Asset Management $9.9M held
Trimming
1 Bridgewater Associates $925K held

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

Merged timeline of congressional filings and notable-manager moves on MKTX
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+31,491 sh
2026-05-15Bridgewater Associates 13Ftrim−7,653 sh

2 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 MKTX for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$672M1
2PRIMECAP MANAGEMENT CO/CA/$552M1
3AQR CAPITAL MANAGEMENT LLC$443M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$357M1
5North Reef Capital Management LP$309M1
6VANGUARD CAPITAL MANAGEMENT LLC$265M1
7FMR LLC$251M1
8STATE STREET CORP$211M1
9MILLENNIUM MANAGEMENT LLC$179M1
10BANK OF MONTREAL /CAN/$168M1
11GUARDCAP ASSET MANAGEMENT Ltd$106M1
12DIMENSIONAL FUND ADVISORS LP$95.9M1
13TWO SIGMA INVESTMENTS, LP$86.5M1
14MORGAN STANLEY$80.9M1
15Findlay Park Partners LLP$79.3M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$55.8M1
17Walleye Capital LLC$54.9M1
18ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$48.7M1
19RDST Capital LLC$48.7M1
20UBS Group AG$44.9M1
21BANK OF AMERICA CORP /DE/$43.5M1
22Amundi$42.7M1
23Point72 Asset Management, L.P.$41.7M1
24NORTHERN TRUST CORP$39.0M1
25VANGUARD FIDUCIARY TRUST CO$37.9M1
26Champlain Investment Partners, LLC$34.7M1
27VICTORY CAPITAL MANAGEMENT INC$33.8M1
28BNP Paribas Asset Management Holding S.A.$33.6M1
29PUBLIC SECTOR PENSION INVESTMENT BOARD$31.7M1
30PRINCIPAL FINANCIAL GROUP INC$30.0M1
31Connor, Clark & Lunn Investment Management Ltd.$28.7M1
32IEQ CAPITAL, LLC$28.7M1
33Janus Henderson Group Ltd.$27.8M1
34RENAISSANCE TECHNOLOGIES LLC$27.6M1
35Sone Capital Management, LLC$26.4M1
36Nuveen, LLC$24.4M1
37HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$24.0M1
38RAYMOND JAMES FINANCIAL INC$20.1M1
39Invesco Ltd.$19.5M1
40Davis Asset Management, L.P.$18.0M1
41UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$17.7M1
42Assenagon Asset Management S.A.$17.3M1
43Polar Asset Management Partners Inc.$17.2M1
44Legal & General Group Plc$15.0M1
45Cerity Partners LLC$13.9M1
46CITADEL ADVISORS LLC$13.6M1
47Mariner, LLC$13.1M1
48CWM, LLC$12.2M1
49Swiss National Bank$12.2M1
50CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$12.0M1
51Trexquant Investment LP$11.6M1
52Gotham Asset Management, LLC$9.9M1
53HEARTLAND ADVISORS INC$9.6M1
54WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$8.9M1
55ICICI Prudential Asset Management Co Ltd$8.1M1
56Quantinno Capital Management LP$7.8M1
57ALLIANCEBERNSTEIN L.P.$7.5M1
58Holocene Advisors, LP$7.2M1
59Schonfeld Strategic Advisors LLC$7.0M1
60FIRST TRUST ADVISORS LP$6.5M1
61WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD$6.5M1
62CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$6.4M1
63DEUTSCHE BANK AG\$6.2M1
64STIFEL FINANCIAL CORP$5.9M1
65STATE OF WISCONSIN INVESTMENT BOARD$5.9M1
66STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$5.8M1
67VANGUARD ASSET MANAGEMENT, Ltd$5.5M1
68MERCER GLOBAL ADVISORS INC /ADV$5.3M1
69Prana Capital Management, LP$5.2M1
70VAN DEN BERG MANAGEMENT I, INC$5.2M1
71ROYAL BANK OF CANADA$5.1M1
72SEI INVESTMENTS CO$5.0M1
73ALPS ADVISORS INC$4.8M1
74Taylor Hoffman Capital Management LLC$4.8M1
75Robertson Opportunity Capital, LLC$4.8M1
76Universal- Beteiligungs- und Servicegesellschaft mbH$4.5M1
77Interval Partners, LP$4.4M1
78READYSTATE ASSET MANAGEMENT LP$4.1M1
79BANK OF NOVA SCOTIA$4.1M1
80ExodusPoint Capital Management, LP$4.0M1
81Creative Planning$3.8M1
82CANADA PENSION PLAN INVESTMENT BOARD$3.8M1
83CITIGROUP INC$3.5M1
84HSBC HOLDINGS PLC$3.5M1
85Lombard Odier Asset Management (Europe) Ltd$3.5M1
86Illinois Municipal Retirement Fund$3.4M1
87Walleye Trading LLC$3.1M1
88GUARDIAN CAPITAL LP$3.0M1
89WINTON GROUP Ltd$3.0M1
90FRANKLIN RESOURCES INC$2.9M1
91Cinctive Capital Management LP$2.9M1
92CenterBook Partners LP$2.8M1
93AMERICAN CENTURY COMPANIES INC$2.7M1
94Squarepoint Ops LLC$2.6M1
95ENVESTNET ASSET MANAGEMENT INC$2.5M1
96Focus Partners Wealth$2.5M1
97Vanguard Global Advisers, LLC$2.5M1
98Elo Mutual Pension Insurance Co$2.4M1
99Tidal Investments LLC$2.4M1
100Zurcher Kantonalbank (Zurich Cantonalbank)$2.3M1
101Sanctuary Advisors, LLC$2.3M1
102BARCLAYS PLC$2.3M1
103Man Group plc$2.3M1
104Merit Financial Group, LLC$2.3M1
105EXCHANGE TRADED CONCEPTS, LLC$2.2M1
106State of New Jersey Common Pension Fund D$2.1M1
107JANE STREET GROUP, LLC$2.1M1
108Focus Partners Advisor Solutions, LLC$2.0M1
109Pallas Capital Advisors LLC$1.8M1
110Alpha Omega Wealth Management LLC$1.8M1
111Arizona State Retirement System$1.7M1
112FIFTH THIRD BANCORP$1.7M1
113XTX Topco Ltd$1.6M1
114Vanguard Investments Australia, Ltd.$1.6M1
115COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.5M1
116OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.4M1
117Summit Trail Advisors, LLC$1.4M1
118Krilogy Financial LLC$1.4M1
119Jefferies Financial Group Inc.$1.4M1
120MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.3M1
121Baird Financial Group, Inc.$1.3M1
122Weiss Asset Management LP$1.2M1
123Oak Thistle LLC$1.2M1
124Maryland State Retirement & Pension System$1.2M1
125Empowered Funds, LLC$1.1M1
126Bull Harbor Capital LLC$1.1M1
127Dynamic Technology Lab Private Ltd$1.0M1
128VOYA INVESTMENT MANAGEMENT LLC$964K1
129HighTower Advisors, LLC$963K1
130Parvin Asset Management, LLC$952K1
131EVOLVE PRIVATE WEALTH, LLC$940K1
132Diversified Trust Co$933K1
133Pictet Asset Management Holding SA$926K1
134Bridgewater Associates, LP$925K1
135OSAIC HOLDINGS, INC.$880K1
136AXQ CAPITAL, LP$856K1
137Sivia Capital Partners, LLC$854K1
138Ensign Peak Advisors, Inc$852K1
139Alyeska Investment Group, L.P.$832K1
140WELLS FARGO & COMPANY/MN$813K1
141Engineers Gate Manager LP$803K1
142Curi Capital, LLC$782K1
143NorthCrest Asset Manangement, LLC$761K1
144NORDEA INVESTMENT MANAGEMENT AB$749K1
145NEW YORK LIFE INVESTMENT MANAGEMENT LLC$733K1
146Hennion & Walsh Asset Management, Inc.$721K1
147PDT Partners, LLC$706K1
148MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$702K1
149LPL Financial LLC$702K1
150BALYASNY ASSET MANAGEMENT L.P.$690K1
151DRW Securities, LLC$676K1
152Northwest & Ethical Investments L.P.$666K1
153CIBC WORLD MARKET INC.$659K1
154JACOBS LEVY EQUITY MANAGEMENT, INC$645K1
155Chicago Partners Investment Group LLC$635K1
156MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$596K1
157Vanguard Personalized Indexing Management, LLC$593K1
158TD Waterhouse Canada Inc.$589K1
159TD ASSET MANAGEMENT INC$588K1
160Lido Advisors, LLC$586K1
161Blueshift Asset Management, LLC$571K1
162Larson Financial Group LLC$563K1
163Waverly Advisors, LLC$555K1
164D. E. Shaw & Co., Inc.$547K1
165CIBC Bancorp USA Inc.$546K1
166Parcion Private Wealth LLC$537K1
167New Age Alpha Advisors, LLC$535K1
168HB Wealth Management, LLC$532K1
169Vident Advisory, LLC$528K1
170Inspire Advisors, LLC$504K1
171Y-Intercept (Hong Kong) Ltd$504K1
172&PARTNERS$495K1
173US BANCORP \DE\$490K1
174waypoint wealth counsel$487K1
175WADDELL & ASSOCIATES, LLC$483K1
176JACKSON THORNTON WEALTH MANAGEMENT, LLC$479K1
177JOURNEY STRATEGIC WEALTH LLC$464K1
178Vestmark Advisory Solutions, Inc.$458K1
179XPONANCE LLC$457K1
180KEYBANK NATIONAL ASSOCIATION/OH$454K1
181Qsemble Capital Management, LP$442K1
182Federation des caisses Desjardins du Quebec$439K1
183ASSETMARK, INC$438K1
184EVOKE WEALTH, LLC$434K1
185FOX RUN MANAGEMENT, L.L.C.$432K1
186CITIZENS FINANCIAL GROUP INC/RI$428K1
187O'SHAUGHNESSY ASSET MANAGEMENT, LLC$425K1
188denkapparat Operations GmbH$425K1
189Optimize Financial Inc$422K1
190AVIVA PLC$412K1
191Allworth Financial LP$411K1
192Caerus Investment Advisors, LLC$400K1
193Clearstead Advisors, LLC$385K1
194Arax Advisory Partners$379K1
195PEAK6 LLC$378K1
196Rothschild Wealth LLC$378K1
197Corient Private Wealth LLC$377K1
198TWO SIGMA SECURITIES, LLC$373K1
199CIBC Asset Management Inc$369K1
200Swiss Life Asset Management Ltd$353K1
201Allegiance Financial Group Advisory Services LLC$349K1
202HORIZON KINETICS ASSET MANAGEMENT LLC$347K1
203NewEdge Advisors, LLC$345K1
204PINNACLE ASSOCIATES LTD$335K1
205NWAM LLC$327K1
206KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$327K1
207EARNED WEALTH ADVISORS, LLC$326K1
208RMR Wealth Builders$323K1
209Machina Capital S.A.S.$322K1
210Knollwood Investment Advisory, LLC$319K1
211Utah Retirement Systems$318K1
212Linden Thomas Advisory Services, LLC$317K1
213SYM FINANCIAL Corp$309K1
214Pathstone Holdings, LLC$301K1
215Kera Capital Partners, Inc.$291K1
216Ariadne Wealth Management, LP$288K1
217GenTrust, LLC$288K1
218Crossmark Global Holdings, Inc.$283K1
219BEESE FULMER INVESTMENT MANAGEMENT, INC.$282K1
220NOMURA HOLDINGS INC$265K1
221Dundas Partners LLP$265K1
222Morningstar Investment Management LLC$264K1
223R Squared Ltd$262K1
224Argos Wealth Advisors, LLC$258K1
225Aquatic Capital Management LLC$249K1
226Abundance Wealth Counselors$247K1
227TEACHER RETIREMENT SYSTEM OF TEXAS$241K1
228Brooklyn Investment Group$239K1
229Fieldview Capital Management, LLC$233K1
230Vise Technologies, Inc.$232K1
231Guardian Partners Inc.$232K1
232Wick Capital Partners, LLC$232K1
233QTR Family Wealth, LLC$231K1
234OMERS ADMINISTRATION Corp$229K1
235Odyssean, LLC$228K1
236GLOBEFLEX CAPITAL L P$226K1
237Empirical Finance, LLC$214K1
238Tower Research Capital LLC (TRC)$211K1
239Retirement Planning Co of New England, Inc.$206K1
240SHELTON CAPITAL MANAGEMENT$205K1
241BARD ASSOCIATES INC$191K1
242NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$135K1
243Pinnacle Wealth Planning Services, Inc.$122K1
244Caitong International Asset Management Co., Ltd$112K1
245True Wealth Design, LLC$103K1
246Eurizon Capital SGR S.p.A.$96.0K1
247MAI Capital Management$73.1K1
248Salomon & Ludwin, LLC$71.5K1
249Destiny Wealth Partners, LLC$59.7K1
250WESTPAC BANKING CORP$56.3K1
251FEDERATED HERMES, INC.$46.0K1
252Asset Management One Co., Ltd.$44.4K1
253Quarry LP$43.4K1
254NOMURA ASSET MANAGEMENT CO LTD$42.9K1
255Generali Asset Management SPA SGR$35.3K1
256Steward Partners Investment Advisory, LLC$34.9K1
257UMB Bank, n.a.$34.8K1
258Bayforest Capital Ltd$33.8K1
259SJS Investment Consulting Inc.$33.0K1
260CVA Family Office, LLC$22.6K1
261HRT FINANCIAL LP$22.6K1
262Aster Capital Management (DIFC) Ltd$22.5K1
263Bank Julius Baer & Co. Ltd, Zurich$20.7K1
264QUADRANT CAPITAL GROUP LLC$20.6K1
265Smartleaf Asset Management LLC$19.3K1
266Community Financial Services Group, LLC$19.0K1
267Activest Wealth Management$18.6K1
268HM PAYSON & CO$18.1K1
269SIGNATUREFD, LLC$16.8K1
270Rockefeller Capital Management L.P.$16.6K1
271Owl Creek Wealth Partners LLC$15.7K1
272CNB Bank$15.2K1
273MATHER GROUP, LLC.$9.9K1
274Mitsubishi UFJ Asset Management Co., Ltd.$9.2K1
275Global X Japan Co., Ltd.$8.6K1
276INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$8.4K1
277MCF Advisors LLC$8.2K1
278Clearstead Trust, LLC$7.9K1
279FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$7.3K1
280Parkside Financial Bank & Trust$7.1K1
281STOREBRAND ASSET MANAGEMENT AS$7.1K1
282Leonteq Securities AG$6.4K1
283JPL Wealth Management, LLC$5.9K1
284Manchester Capital Management LLC$5.8K1
285CANADA LIFE ASSURANCE Co$5.6K1
286Bangor Savings Bank$5.3K1
287THRIVENT FINANCIAL FOR LUTHERANS$5.1K1
288C M BIDWELL & ASSOCIATES LTD$4.8K1
289Keating Financial Advisory Services, Inc.$4.1K1
290Stone House Investment Management, LLC$3.8K1
291First Eagle Investment Management, LLC$3.6K1
292Investors Research Corp$3.6K1
293Hunter Perkins Capital Management, LLC$3.3K1
294ALGERT GLOBAL LLC$3.2K1
295State of Alaska, Department of Revenue$3.0K1
296Treasurer of the State of North Carolina$2.6K1
297Transamerica Financial Advisors, LLC$2.3K1
298SALEM INVESTMENT COUNSELORS INC$2.3K1
299JFS WEALTH ADVISORS, LLC$2.1K1
300Dogwood Wealth Management LLC$2.1K1
301MTM Investment Management, LLC$2.0K1
302MV CAPITAL MANAGEMENT, INC.$1.8K1
303NATIXIS ADVISORS, LLC$1.8K1
304SouthState Bank Corp$1.5K1
305Marquette Asset Management, LLC$1.5K1
306FINANCIAL CONSULATE, INC$1.5K1
307CENTRAL TRUST Co$1.2K1
308Cromwell Holdings LLC$9901
309Ankerstar Wealth, LLC$9901
310Kilter Group LLC$9901
311DekaBank Deutsche Girozentrale$8541
312ELEVATION WEALTH PARTNERS, LLC$8251
313DiNuzzo Private Wealth, Inc.$8251
314GILPIN WEALTH MANAGEMENT, LLC$8251
315Virtu Financial LLC$7821
316Vermillion Wealth Management, Inc.$4951
317Bell Investment Advisors, Inc$4951
318Sachetta, LLC$4951
319AMICA MUTUAL INSURANCE CO$4551
320X-Square Capital, LLC$3601
321ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$3301
322Atlantic Union Bankshares Corp$3301
323Prestige Wealth Management Group LLC$3301
324Rialto Wealth Management, LLC$3301
325HFM Investment Advisors, LLC$3301
326GSA CAPITAL PARTNERS LLP$3001
327KBC Group NV$1971
328Abound Wealth Management$1651
329Annis Gardner Whiting Capital Advisors, LLC$1651
330South Dakota Investment Council$1401
331Employees Retirement System of Texas$511
332Smithfield Trust Co$51
333Avion Wealth$01
334TRUIST FINANCIAL CORP$01
335VANGUARD GROUP INC$01
336COMMONWEALTH EQUITY SERVICES, LLC$01
337BENEDICT FINANCIAL ADVISORS INC$01
338HARBOUR INVESTMENTS, INC.$01
339PDS Planning, Inc$01
340PANAGORA ASSET MANAGEMENT INC$01
341COMERICA BANK$01
342GROUP ONE TRADING LLC$01
343GROUPAMA ASSET MANAGMENT$01
344ROVIN CAPITAL /UT/ /ADV$01
345D.A. DAVIDSON & CO.$01
346INTECH INVESTMENT MANAGEMENT LLC$01
347CSS LLC/IL$01
348PROFUND ADVISORS LLC$01
349PRUDENTIAL FINANCIAL INC$01
350LAZARD ASSET MANAGEMENT LLC$01
351FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$01
352CIBC Private Wealth Group LLC$01
353Graham Capital Management, L.P.$01
354Essex Financial Services, Inc.$01
355NORGES BANK$01
356Hudson Bay Capital Management LP$01
357MACQUARIE GROUP LTD$01
358Robeco Institutional Asset Management B.V.$01
359CAPSTONE INVESTMENT ADVISORS, LLC$01
360SUSQUEHANNA INTERNATIONAL GROUP, LLP$01
361Verition Fund Management LLC$01
362TWO SIGMA ADVISERS, LP$01
363TCTC Holdings, LLC$01
364SIMPLEX TRADING, LLC$01
365Brevan Howard Capital Management LP$01
366AIA Group Ltd$01
367Twin Tree Management, LP$01
368BANQUE PICTET & CIE SA$01
369LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$01
370PICTON MAHONEY ASSET MANAGEMENT$01
371EP Wealth Advisors, LLC$01
372BOOTHBAY FUND MANAGEMENT, LLC$01
373VOLORIDGE INVESTMENT MANAGEMENT, LLC$01
374BW Gestao de Investimentos Ltda.$01
375Sather Financial Group Inc$01
376Gator Capital Management, LLC$01
377Perigon Wealth Management, LLC$01
378MYDA Advisors LLC$01
379Formidable Asset Management, LLC$01
380MUFG Securities EMEA plc$01
381FJ Capital Management LLC$01
382Sequoia Financial Advisors, LLC$01
383Lighthouse Investment Partners, LLC$01
384Credit Capital Investments LLC$01
385Roble, Belko & Company, Inc$01
386Quadrature Capital Ltd$01
387Cetera Investment Advisers$01
388CHOREO, LLC$01
389NORTHWEST WEALTH MANAGEMENT, LLC$01
390Bridgefront Capital, LLC$01
391Claret Asset Management Corp$01
392West Branch Capital LLC$01
393AIGEN INVESTMENT MANAGEMENT, LP$01
394Global Retirement Partners, LLC$01
395Geneos Wealth Management Inc.$01
396SAGE RHINO CAPITAL LLC$01
397Physician Wealth Advisors, Inc.$01
398NIA IMPACT ADVISORS, LLC$01
399State of Wyoming$01
400Blue Trust, Inc.$01
401Spire Wealth Management$01
402NFJ INVESTMENT GROUP, LLC$01
403TUCKER ASSET MANAGEMENT LLC$01
404AlphaQuest LLC$01
405Stiles Financial Services Inc$01
406SageView Advisory Group, LLC$01
407Cape Investment Advisory, Inc.$01
408Dunhill Financial, LLC$01
409LECAP ASSET MANAGEMENT LTD$01
410Savvy Advisors, Inc.$01
411QSV Equity Investors LLC$01
412Scientech Research LLC$01
413Wealth Watch Advisors, INC$01
414Kaufman Rossin Wealth, LLC$01
415SummitTX Capital, L.P.$01
416POINCIANA ADVISORS GROUP, LLC$01
417Rakuten Investment Management, Inc.$01
418North Dakota State Investment Board$01
419OPTIMA CAPITAL LLC$01
420Dockside LLC$01
421Fideuram Asset Management (Ireland) dac$01
422Purpose Unlimited Inc.$01
Truncated by Public Filings. The published aggregate ranks the top 422 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 / 1 sell
Congress net ($ bound)−$15.0K to −$1.0K
Filers net (actions)not in build
Filers net ($ 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 MKTX

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for MKTX · financials and macro

Financials — as filed PLANNED

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