Public record / Tickers / MLM

MLM — MARTIN MARIETTA MATERIALS INC

Both disclosure regimes on one name: who in Congress filed about MLM, 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
23
all PTR rows naming MLM
Members · 12m
3
7 buys · 3 sells · by trade date
Latest PTR
09-09
filed 2026-09-09
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

April McClain Delaney · $250K–$500K

Sale · traded 2026-08-25 → filed 2026-09-09. Ranked over every MLM row by the provable lower bound, never a point estimate.

3 members · 7 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.

8 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

14 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. 14 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING MLM · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning MLM
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-09April McClain Delaney D–MD-6Sale · DC (dependent-child-owned)Traded 08-25 +15d$250K–$500K
2026-09-09April McClain Delaney D–MD-6Purchase · DC (dependent-child-owned)Traded 08-19 +21d$1K–$15K
2026-08-03April McClain Delaney D–MD-6Purchase · DC (dependent-child-owned)Traded 07-24 +10d$15K–$50K
2026-08-03April McClain Delaney D–MD-6Purchase · DC (dependent-child-owned)Traded 07-20 +14d$1K–$15K
2026-08-03April McClain Delaney D–MD-6Purchase · DC (dependent-child-owned)Traded 07-17 +17d$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 23 ↗

Members active in MLM

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing MLM 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-68−$479K to −$110K2
Josh Gottheimer D–NJ-51−$50.0K to −$15.0K2
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

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

Congress ↔ notable managers · MLM

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

Congress · last 90 days

Buyers
1 April McClain Delaney D–MD-6 $18K–$95K
Sellers
1 April McClain Delaney D–MD-6 $250K–$500K

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

Notable managers · quarter ended 2026-03-31

Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · MARTIN MARIETTA MATERIALS

Merged timeline of congressional filings and notable-manager moves on MLM
DateWhoChangeSize
2026-09-09April McClain Delaney CongressSale$250K–$500K
2026-09-09April McClain Delaney CongressPurchase$1K–$15K
2026-08-03April McClain Delaney CongressPurchase$15K–$50K
2026-08-03April McClain Delaney CongressPurchase$1K–$15K
2026-08-03April McClain Delaney CongressPurchase$1K–$15K
2026-05-15D1 Capital Partners 13Fnew+322,857 sh
2026-05-15Gotham Asset Management 13Fadd+7,085 sh

7 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 MLM for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.8B1
2VANGUARD CAPITAL MANAGEMENT LLC$2.3B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$1.9B1
4STATE STREET CORP$1.7B1
5FMR LLC$1.5B1
6BANK OF AMERICA CORP /DE/$1.4B1
7PRINCIPAL FINANCIAL GROUP INC$1.2B1
8Aristotle Capital Management, LLC$1.2B1
9VICTORY CAPITAL MANAGEMENT INC$964M1
10GEODE CAPITAL MANAGEMENT, LLC$932M1
11MORGAN STANLEY$790M1
12BAILLIE GIFFORD & CO$640M1
13Select Equity Group, L.P.$608M1
14ALKEON CAPITAL MANAGEMENT LLC$440M1
15GARDNER RUSSO & QUINN LLC$421M1
16Invesco Ltd.$407M1
17KING LUTHER CAPITAL MANAGEMENT CORP$392M1
18NORTHERN TRUST CORP$345M1
19DIMENSIONAL FUND ADVISORS LP$321M1
20FRANKLIN RESOURCES INC$311M1
21CIBC Bancorp USA Inc.$279M1
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC$271M1
23MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$264M1
24Bank of New York Mellon Corp$218M1
25UBS Group AG$208M1
26UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$200M1
27VANGUARD FIDUCIARY TRUST CO$200M1
28DAVENPORT & Co LLC$200M1
29D1 Capital Partners L.P.$190M1
30DIAMOND HILL CAPITAL MANAGEMENT INC$170M1
31WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$160M1
32Skye Global Management LP$158M1
33WELLS FARGO & COMPANY/MN$157M1
34Legal & General Group Plc$157M1
35Amundi$155M1
36Mawer Investment Management Ltd.$151M1
37CONGRESS ASSET MANAGEMENT CO$140M1
38RAYMOND JAMES FINANCIAL INC$139M1
39DEUTSCHE BANK AG\$139M1
40Douglass Winthrop Advisors, LLC$129M1
41GREAT LAKES ADVISORS, LLC$128M1
42Clearbridge Investments, LLC$126M1
43Findlay Park Partners LLP$114M1
44LONDON CO OF VIRGINIA$112M1
45Swiss National Bank$104M1
46ENVESTNET ASSET MANAGEMENT INC$101M1
47Nuveen, LLC$99.7M1
48HAWK RIDGE CAPITAL MANAGEMENT LP$94.5M1
49ROYAL BANK OF CANADA$93.0M1
50NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$90.2M1
51MCDONALD CAPITAL INVESTORS INC/CA$88.3M1
52BARCLAYS PLC$86.0M1
53SEI INVESTMENTS CO$85.8M1
54FEDERATED HERMES, INC.$85.0M1
55Camrose Capital Investment Partners LLP$80.5M1
56Mitsubishi UFJ Asset Management Co., Ltd.$80.1M1
57Vanguard Global Advisers, LLC$77.4M1
58Sumitomo Mitsui Trust Group, Inc.$75.3M1
59Progeny 3, Inc.$66.6M1
60CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$65.8M1
61HSBC HOLDINGS PLC$65.7M1
62AMERIPRISE FINANCIAL INC$63.3M1
63Corient Private Wealth LLC$61.5M1
64M.D. Sass, LLC$60.7M1
65VANGUARD ASSET MANAGEMENT, Ltd$56.7M1
66RDST Capital LLC$56.0M1
67TWO SIGMA INVESTMENTS, LP$55.5M1
68Interval Partners, LP$55.4M1
69ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$53.9M1
70One Madison Group LLC$53.6M1
71Quantum Capital Management, LLC / NJ$53.2M1
72National Pension Service$52.7M1
73TD ASSET MANAGEMENT INC$52.3M1
74GLENMEDE TRUST CO NA$49.9M1
75Cannell & Spears LLC$47.8M1
76BNP Paribas Asset Management Holding S.A.$46.4M1
77ALLIANCEBERNSTEIN L.P.$46.4M1
78CANADA PENSION PLAN INVESTMENT BOARD$42.1M1
79Woodline Partners LP$41.8M1
80GILDER GAGNON HOWE & CO LLC$40.7M1
81AQR CAPITAL MANAGEMENT LLC$37.6M1
82Harvey Partners, LLC$37.6M1
83OSAIC HOLDINGS, INC.$36.5M1
84CITIGROUP INC$35.8M1
85Quantinno Capital Management LP$33.7M1
86CONFLUENCE INVESTMENT MANAGEMENT LLC$33.5M1
87Janus Henderson Group Ltd.$33.1M1
88STEPHENS INC /AR/$33.0M1
89HighTower Advisors, LLC$31.7M1
90STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$31.7M1
91AVIVA PLC$30.6M1
92LPL Financial LLC$28.9M1
93CREDIT AGRICOLE S A$28.0M1
94Susquehanna Portfolio Strategies, LLC$27.1M1
95GATEWAY INVESTMENT ADVISERS LLC$26.8M1
96STIFEL FINANCIAL CORP$26.6M1
97BLAIR WILLIAM & CO/IL$25.8M1
98Waratah Capital Advisors Ltd.$25.7M1
99Ensign Peak Advisors, Inc$25.3M1
100Gradient Investments LLC$24.6M1
101FRANKLIN STREET ADVISORS INC /NC$24.1M1
102NATIONAL BANK OF CANADA /FI/$24.0M1
103WEITZ INVESTMENT MANAGEMENT, INC.$23.4M1
104United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$23.1M1
105Pictet Asset Management Holding SA$21.9M1
106AMERICAN CENTURY COMPANIES INC$21.5M1
107OFI INVEST ASSET MANAGEMENT$21.3M1
108ASSETMARK, INC$21.1M1
109FIRST MANHATTAN CO. LLC.$20.6M1
110KORNITZER CAPITAL MANAGEMENT INC /KS$19.9M1
111JENNISON ASSOCIATES LLC$19.0M1
112STATE OF WISCONSIN INVESTMENT BOARD$19.0M1
113Stockbridge Partners LLC$19.0M1
114BANK OF MONTREAL /CAN/$18.9M1
115MANUFACTURERS LIFE INSURANCE COMPANY, THE$18.8M1
116Fisher Funds Management LTD$18.6M1
117Rather & Kittrell, Inc.$18.6M1
118Chevy Chase Trust Holdings, LLC$18.2M1
119Coalescence Partners Investment Management, LP$18.1M1
120OPPENHEIMER & CO INC$17.4M1
121PRUDENTIAL FINANCIAL INC$17.3M1
122Mariner, LLC$16.8M1
123Korea Investment CORP$16.7M1
124Vanguard Investments Australia, Ltd.$16.6M1
125DANSKE BANK A/S$16.3M1
126Covea Finance$15.8M1
127Universal- Beteiligungs- und Servicegesellschaft mbH$15.7M1
128EXENCIAL WEALTH ADVISORS, LLC$15.2M1
129NEW YORK STATE COMMON RETIREMENT FUND$14.7M1
130Asset Management One Co., Ltd.$14.7M1
131Aberdeen Group plc$14.4M1
132Cerity Partners LLC$14.4M1
133Creative Planning$14.1M1
134Tredje AP-fonden$14.0M1
135Pathstone Holdings, LLC$14.0M1
136Assenagon Asset Management S.A.$13.8M1
137Zurcher Kantonalbank (Zurich Cantonalbank)$13.4M1
138GHP Investment Advisors, Inc.$13.3M1
139YCG, LLC$13.3M1
140CIBC Asset Management Inc$13.3M1
141NorthCrest Asset Manangement, LLC$13.0M1
142Gotham Asset Management, LLC$12.9M1
143VOYA INVESTMENT MANAGEMENT LLC$12.8M1
144FIL Ltd$12.8M1
145KLP KAPITALFORVALTNING AS$12.8M1
146GDS Wealth Management$12.5M1
147NOMURA ASSET MANAGEMENT CO LTD$12.5M1
148SAPIENT CAPITAL LLC$12.4M1
149FIFTH THIRD BANCORP$12.4M1
150Advisors Asset Management, Inc.$12.4M1
151Daiwa Securities Group Inc.$12.2M1
152FIRST TRUST ADVISORS LP$12.0M1
153State of New Jersey Common Pension Fund D$11.9M1
154TORONTO DOMINION BANK$11.7M1
155PFA Pension, Forsikringsaktieselskab$11.7M1
156Sagefield Capital LP$11.6M1
157Tidal Investments LLC$11.5M1
158Lansforsakringar Fondforvaltning AB (publ)$11.4M1
159TOCQUEVILLE ASSET MANAGEMENT L.P.$11.1M1
160Resona Asset Management Co.,Ltd.$11.1M1
161Pelham Capital Ltd.$10.9M1
162STOREBRAND ASSET MANAGEMENT AS$10.8M1
163TRUIST FINANCIAL CORP$10.4M1
164Nitorum Capital, L.P.$10.4M1
165LAZARD ASSET MANAGEMENT LLC$9.9M1
166Rockefeller Capital Management L.P.$9.9M1
167CITADEL ADVISORS LLC$9.8M1
168Czech National Bank$9.7M1
169Arizona State Retirement System$9.6M1
170ROYAL LONDON ASSET MANAGEMENT LTD$9.5M1
171STATE OF MICHIGAN RETIREMENT SYSTEM$9.3M1
172WESTWOOD HOLDINGS GROUP INC$9.1M1
173Focus Partners Wealth$9.1M1
174Cetera Investment Advisers$8.9M1
175Andra AP-fonden$8.8M1
176SIRIOS CAPITAL MANAGEMENT L P$8.8M1
177MILLENNIUM MANAGEMENT LLC$8.7M1
178Turtle Creek Wealth Advisors, LLC$8.6M1
179HARVEY CAPITAL MANAGEMENT INC$8.5M1
180DnB Asset Management AS$8.5M1
181MetLife Investment Management, LLC$8.3M1
182COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$8.3M1
183Mirae Asset Global Investments Co., Ltd.$8.0M1
184OpenArc Corporate Advisory, LLC$8.0M1
185D.A. DAVIDSON & CO.$7.9M1
186O'SHAUGHNESSY ASSET MANAGEMENT, LLC$7.9M1
187Mader & Shannon Wealth Management, Inc.$7.9M1
188IFM Investors Pty Ltd$7.7M1
189Retirement Systems of Alabama$7.5M1
190Y-Intercept (Hong Kong) Ltd$7.4M1
191SEB Asset Management AB$7.2M1
192Ethic Inc.$7.2M1
193M&T BANK CORP$7.0M1
194Renaissance Investment Group LLC$6.9M1
195Vestmark Advisory Solutions, Inc.$6.8M1
196Socorro Asset Management LP$6.8M1
197Eurizon Capital SGR S.p.A.$6.7M1
198TD Waterhouse Canada Inc.$6.4M1
199Saraza Management, LP$6.4M1
200ProShare Advisors LLC$6.3M1
201USS Investment Management Ltd$6.2M1
202WASHINGTON TRUST BANK$6.2M1
203US BANCORP \DE\$6.2M1
204Ancora Advisors LLC$6.1M1
205MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$6.1M1
206Sequoia Financial Advisors, LLC$6.1M1
207Robbins Farley$6.0M1
208OPPENHEIMER ASSET MANAGEMENT INC.$6.0M1
209XPONANCE LLC$5.9M1
210Obion Capital Management LP$5.9M1
211BROWN ADVISORY INC$5.8M1
212Utah Retirement Systems$5.7M1
213PUBLIC SECTOR PENSION INVESTMENT BOARD$5.7M1
214Swiss Life Asset Management Ltd$5.7M1
215NISA INVESTMENT ADVISORS, LLC$5.7M1
216Grantham, Mayo, Van Otterloo & Co. LLC$5.5M1
217NEW YORK LIFE INVESTMENT MANAGEMENT LLC$5.3M1
218BRADLEY FOSTER & SARGENT INC/CT$5.2M1
219Vanguard Personalized Indexing Management, LLC$5.2M1
220PRUDENTIAL PLC$5.2M1
221Verition Fund Management LLC$5.1M1
222Canal Capital Management, LLC$5.0M1
223COMMONWEALTH EQUITY SERVICES, LLC$5.0M1
224BANK OF NOVA SCOTIA$4.9M1
225Cercano Management LLC$4.9M1
226BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$4.9M1
227SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.9M1
228Atria Investments, Inc$4.8M1
229Vident Advisory, LLC$4.8M1
230NEOS Investment Management LLC$4.8M1
231Sumitomo Mitsui DS Asset Management Company, Ltd$4.7M1
232Bluegrass Capital Partners LP$4.7M1
233HB Wealth Management, LLC$4.6M1
234NISSAY ASSET MANAGEMENT CORP /JAPAN$4.6M1
235BRIDGER MANAGEMENT, LLC$4.5M1
236SailingStone Capital Partners LLC$4.5M1
237Southeast Asset Advisors, LLC$4.4M1
238SALEM INVESTMENT COUNSELORS INC$4.4M1
239MERCER GLOBAL ADVISORS INC /ADV$4.3M1
240BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$4.2M1
241Man Group plc$4.2M1
242Perigon Wealth Management, LLC$4.2M1
243MACKENZIE FINANCIAL CORP$4.1M1
244ABN AMRO INVESTMENT SOLUTIONS$4.1M1
245Avanza Fonder AB$4.1M1
246OREGON PUBLIC EMPLOYEES RETIREMENT FUND$4.1M1
247ARS Investment Partners, LLC$4.1M1
248ALERUS FINANCIAL NA$4.0M1
249FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$4.0M1
250Federation des caisses Desjardins du Quebec$3.9M1
251SCHRODER INVESTMENT MANAGEMENT GROUP$3.8M1
252Wealthfront Advisers LLC$3.8M1
253Apella Capital, LLC$3.7M1
254YOUSIF CAPITAL MANAGEMENT, LLC$3.7M1
255Mill Capital Management, LLC$3.7M1
256Transamerica Financial Advisors, LLC$3.7M1
257Baird Financial Group, Inc.$3.6M1
258WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.6M1
259OP Asset Management Ltd$3.6M1
260Miller Capital Partners, Inc.$3.6M1
261Sanctuary Advisors, LLC$3.5M1
262Summit Place Financial Advisors, LLC$3.5M1
263NORDEA INVESTMENT MANAGEMENT AB$3.5M1
264UniSuper Management Pty Ltd$3.5M1
265BANQUE PICTET & CIE SA$3.5M1
266B & T Capital Management DBA Alpha Capital Management$3.5M1
267Concorde Financial Corp$3.5M1
268Skylands Capital, LLC$3.4M1
269SummitTX Capital, L.P.$3.4M1
270Diversified Trust Co$3.4M1
271Jefferies Financial Group Inc.$3.3M1
272NewEdge Wealth, LLC$3.2M1
273Aviso Financial Inc.$3.2M1
274Investment Management Corp of Ontario$3.2M1
275ADAMS NATURAL RESOURCES FUND, INC.$3.2M1
276True North Advisors, LLC$3.1M1
277MACQUARIE GROUP LTD$3.1M1
278SMA Capital LLC$3.0M1
279OMERS ADMINISTRATION Corp$3.0M1
280Regents Gate Capital LLP$3.0M1
281Candriam S.C.A.$3.0M1
282BISLETT MANAGEMENT, LLC$2.9M1
283Polymer Capital Management (US) LLC$2.9M1
284Huntleigh Advisors, Inc.$2.9M1
285Numerai GP LLC$2.9M1
286GARDNER LEWIS ASSET MANAGEMENT L P$2.9M1
287ExodusPoint Capital Management, LP$2.9M1
288ELEVATION POINT WEALTH PARTNERS, LLC$2.9M1
289Evelyn Partners Investment Management LLP$2.8M1
290Orion Porfolio Solutions, LLC$2.8M1
291Beacon Pointe Advisors, LLC$2.8M1
292Atlantic Union Bankshares Corp$2.8M1
293Jackson Hole Capital Partners, LLC$2.8M1
294WESTBOURNE INVESTMENTS, INC.$2.8M1
295&PARTNERS$2.7M1
296Harbor Advisors LLC$2.6M1
297AZZAD ASSET MANAGEMENT INC /ADV$2.6M1
298CWM, LLC$2.6M1
299Clearstead Advisors, LLC$2.5M1
300ASR Vermogensbeheer N.V.$2.5M1
301Crossmark Global Holdings, Inc.$2.5M1
302Brooklyn Investment Group$2.5M1
303MML INVESTORS SERVICES, LLC$2.5M1
304Sage Investment Advisers LLC$2.4M1
305Fremen Capital Management LP$2.4M1
306GKV Capital Management Co., Inc.$2.4M1
307Third View Private Wealth, LLC$2.3M1
308Envestnet Portfolio Solutions, Inc.$2.3M1
309CHOREO, LLC$2.3M1
310GRIFFIN ASSET MANAGEMENT, INC.$2.3M1
311Mattson Financial Services, LLC$2.3M1
312HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$2.2M1
313PINNACLE ASSOCIATES LTD$2.2M1
314Kestra Advisory Services, LLC$2.2M1
315Generali Asset Management SPA SGR$2.2M1
316MIZUHO SECURITIES USA LLC$2.1M1
317RD Lewis Holdings, Inc.$2.1M1
318Weaver Capital Management LLC$2.1M1
319Rafferty Asset Management, LLC$2.1M1
320New Republic Capital, LLC$2.1M1
321NewEdge Advisors, LLC$2.1M1
322Norinchukin Bank, The$2.0M1
323HARTFORD INVESTMENT MANAGEMENT CO$2.0M1
324Harfst & Associates, Inc.$2.0M1
325Inspire Investing, LLC$1.9M1
326Schear Investment Advisers, LLC$1.9M1
327Bryn Mawr Trust Advisors, LLC$1.9M1
328Osmosis Investment Management UK Ltd$1.8M1
329AG2R LA MONDIALE GESTION D'ACTIFS$1.8M1
330QRG CAPITAL MANAGEMENT, INC.$1.8M1
331Allspring Global Investments Holdings, LLC$1.8M1
332MONTAG A & ASSOCIATES INC$1.8M1
333PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$1.8M1
334XTX Topco Ltd$1.8M1
33517 CAPITAL PARTNERS, LLC$1.8M1
336Apollon Wealth Management, LLC$1.8M1
337Baker Avenue Asset Management, LP$1.8M1
338EVERMAY WEALTH MANAGEMENT LLC$1.8M1
339COMMERCE BANK$1.8M1
340Callan Family Office, LLC$1.8M1
341JANE STREET GROUP, LLC$1.8M1
342Lombard Odier Asset Management (Switzerland) SA$1.7M1
343Walleye Trading LLC$1.7M1
344Bank Julius Baer & Co. Ltd, Zurich$1.7M1
345WHITENER CAPITAL MANAGEMENT, INC.$1.7M1
346Maryland State Retirement & Pension System$1.7M1
347ABC ARBITRAGE SA$1.7M1
348Virtus Investment Advisers, LLC$1.7M1
349EVENTIDE ASSET MANAGEMENT, LLC$1.7M1
350Summit Trail Advisors, LLC$1.7M1
351Empowered Funds, LLC$1.7M1
352FIDUCIARY TRUST CO$1.7M1
353Graham Capital Management, L.P.$1.6M1
354TWO SIGMA SECURITIES, LLC$1.6M1
355BARTLETT & CO. WEALTH MANAGEMENT LLC$1.6M1
356COLDSTREAM CAPITAL MANAGEMENT INC$1.6M1
357REGIONS FINANCIAL CORP$1.6M1
358MADDEN SECURITIES Corp$1.6M1
359Dai-ichi Life Insurance Company, Ltd$1.6M1
360FOURPATH CAPITAL MANAGEMENT, LLC$1.6M1
361Alpha Omega Wealth Management LLC$1.5M1
362KEYBANK NATIONAL ASSOCIATION/OH$1.5M1
363Caprock Group, LLC$1.5M1
364Accretive Wealth Partners, LLC$1.5M1
365MUFG Securities EMEA plc$1.5M1
366Savant Capital, LLC$1.4M1
367Lido Advisors, LLC$1.4M1
368InTrack Investment Management Inc$1.4M1
369LITTLE HOUSE CAPITAL LLC$1.4M1
370Capital Investment Counsel, Inc$1.4M1
371Aptus Capital Advisors, LLC$1.4M1
372BRANDYWINE TRUST CO$1.4M1
373Portfolio Design Labs, LLC$1.4M1
374Ascent Group, LLC$1.4M1
375Metis Global Partners, LLC$1.4M1
376Meeder Advisory Services, Inc.$1.4M1
377TEMA ETFS LLC$1.3M1
378TOKIO MARINE ASSET MANAGEMENT CO LTD$1.3M1
379Allianz Asset Management GmbH$1.3M1
380QUADRANT CAPITAL GROUP LLC$1.3M1
381Pinnacle Financial Partners, Inc.$1.3M1
382Saudi Central Bank$1.3M1
383JSF Financial, LLC$1.3M1
384Stablepoint Partners, LLC$1.3M1
385Empirical Finance, LLC$1.3M1
386Gilbert & Cook, Inc.$1.3M1
387AXA S.A.$1.2M1
388MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.2M1
389Brown Financial Advisors$1.2M1
390Ballentine Partners, LLC$1.2M1
391INTECH INVESTMENT MANAGEMENT LLC$1.2M1
392Allworth Financial LP$1.2M1
393Sterling Capital Management LLC$1.2M1
394PRINCIPAL SECURITIES, INC.$1.2M1
395IMC-Chicago, LLC$1.2M1
396KESTRA PRIVATE WEALTH SERVICES, LLC$1.2M1
397UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.2M1
398Smartleaf Asset Management LLC$1.1M1
3991900 WEALTH MANAGEMENT LLC$1.1M1
400NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.1M1
401Merit Financial Group, LLC$1.1M1
402GUGGENHEIM CAPITAL LLC$1.1M1
403Ironsides Asset Advisors, LLC$1.1M1
404Trust Investment Advisors$1.1M1
405Banque Cantonale Vaudoise$1.0M1
406Samara Investment Management, LLC$1.0M1
407CASTLEARK MANAGEMENT LLC$1.0M1
408PRINCETON CAPITAL MANAGEMENT LLC$1.0M1
409MAI Capital Management$1.0M1
410North Dakota State Investment Board$1.0M1
411NATIXIS$1.0M1
412PROFUND ADVISORS LLC$1.0M1
413Argyle Capital Partners, LLC$1.0M1
414SECURIAN ASSET MANAGEMENT, INC$997K1
415MUFG SECURITIES AMERICAS INC.$983K1
416Steward Partners Investment Advisory, LLC$951K1
417Hudson Bay Capital Management LP$947K1
418MARK ASSET MANAGEMENT LP$945K1
419Squarepoint Ops LLC$944K1
420SIGNATUREFD, LLC$934K1
421BENJAMIN EDWARDS INC$929K1
422Worthington Financial Partners, LLC$928K1
423NOMURA HOLDINGS INC$928K1
424SevenBridge Financial Group, LLC$928K1
425Proficio Capital Partners LLC$916K1
426WELLINGTON MANAGEMENT GROUP LLP$897K1
427Waverly Advisors, LLC$893K1
428WOLVERINE ASSET MANAGEMENT LLC$883K1
429Curated Wealth Partners LLC$883K1
430Laird Norton Wetherby Trust Company, LLC$882K1
431AlTi Global, Inc.$881K1
432Marnell Management LLC$878K1
433Texas Yale Capital Corp.$877K1
434Canada Post Corp Registered Pension Plan$875K1
435Qtron Investments LLC$866K1
436SIMON QUICK ADVISORS, LLC$856K1
437Global Trust Asset Management, LLC$856K1
438State of Wyoming$838K1
439Texas Capital Bank Wealth Management Services Inc$827K1
440Signature Wealth Management Partners, LLC$822K1
441SVB WEALTH LLC$815K1
442Empire Financial Management Company, LLC$796K1
443Checchi Capital Advisers, LLC$791K1
444ESSEX INVESTMENT MANAGEMENT CO LLC$785K1
445GREENLEAF TRUST$746K1
446Kapstone Financial Advisors LLC$741K1
447Cresset Asset Management, LLC$731K1
448BBR PARTNERS, LLC$731K1
449STRATEGY ASSET MANAGERS LLC$725K1
450Crewe Advisors LLC$722K1
451Bridgewealth Advisory Group, LLC$711K1
452CHESAPEAKE CAPITAL CORP /IL/$701K1
453RITHOLTZ WEALTH MANAGEMENT$700K1
454Hilltop Holdings Inc.$694K1
455Private Advisor Group, LLC$679K1
456Vines Capital Management, LLC$660K1
457iSAM Funds (UK) Ltd$659K1
458Dynamic Technology Lab Private Ltd$656K1
459Tarbox Family Office, Inc.$649K1
460EP Wealth Advisors, LLC$644K1
461FIDELIS CAPITAL PARTNERS, LLC$640K1
462CASTLE WEALTH MANAGEMENT LLC$637K1
463Moors & Cabot, Inc.$637K1
464Paladin Wealth, LLC$636K1
465EVOLVE PRIVATE WEALTH, LLC$635K1
466Summit Financial, LLC$633K1
467CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$629K1
468PATRON PARTNERS, LLC$625K1
469Avior Wealth Management, LLC$614K1
470Fifth Third Wealth Advisors LLC$614K1
471Equitable Holdings, Inc.$611K1
472SFMG, LLC$610K1
473WBH ADVISORY INC$599K1
474Recurrent Investment Advisors LLC$593K1
475BAKER TILLY WEALTH MANAGEMENT, LLC$592K1
476FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$591K1
477Merrion Investment Management Co, LLC$589K1
478UMB Bank, n.a.$582K1
479Net Worth Advisory Group$581K1
480STONEBRIDGE CAPITAL MANAGEMENT INC$574K1
481Tower Research Capital LLC (TRC)$574K1
482Rothschild Capital Partners, LLC$572K1
483Vise Technologies, Inc.$569K1
484DEFINED WEALTH MANAGEMENT, LLC$568K1
485GC Wealth Management RIA, LLC$566K1
486Premier Path Wealth Partners, LLC$554K1
487Frank, Rimerman Advisors LLC$551K1
488Evercore Wealth Management, LLC$546K1
489SAGESPRING WEALTH PARTNERS, LLC$546K1
490Palumbo Wealth Management LLC$545K1
491nVerses Capital, LLC$539K1
492NBT BANK, N.A.$539K1
493Midwest Trust Co$536K1
494BALYASNY ASSET MANAGEMENT L.P.$530K1
495TEACHER RETIREMENT SYSTEM OF TEXAS$529K1
496Blackstone Inc.$520K1
497Aprio Wealth Management, LLC$520K1
498Independence Bank of Kentucky$516K1
499Concurrent Investment Advisors, LLC$515K1
500Siemens Fonds Invest GmbH$514K1
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)7 buy / 3 sell
Congress net ($ bound)−$544K to −$126K
Filers net (actions)not in build
Filers net ($ 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 MLM

RETAINED WINDOW · ACTIVE HITS
Signal hits naming MLM
KindRuleHits
LARGEamount lower bound ≥ $250K — the disclosed lower bound, never the upper1 hit

Every rule, with its definition →

Planned modules for MLM · financials and macro

Financials — as filed PLANNED

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