Public record / Tickers / MOH

MOH — MOLINA HEALTHCARE, INC.

Both disclosure regimes on one name: who in Congress filed about MOH, 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
11
all PTR rows naming MOH
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
12-15
filed 2025-12-15
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

Daniel S. Goldman · $15.0K–$50.0K

Sale · traded 2023-07-12 → filed 2023-08-13. Ranked over every MOH 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.

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

8 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. 8 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING MOH · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning MOH
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 11-12 +33d$1K–$15K
2025-10-07Byron Donalds R–FL-19Sale · SP (spouse-owned)Traded 09-04 +33d$1K–$15K
2025-10-07Byron Donalds R–FL-19SaleTraded 09-04 +33d$1K–$15K
2025-09-12Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 08-05 +38d$1K–$15K
2025-06-09Robert P. Bresnahan, Jr. R–PA-8PurchaseTraded 05-15 +25d$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 11 ↗

Members active in MOH

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing MOH 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.
Gilbert Ray Cisneros, Jr. D–CA-311−$15.0K to −$1.0K2

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

Congress ↔ notable managers · MOH

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 Baupost Group $84.5K held

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

Merged timeline of congressional filings and notable-manager moves on MOH
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Ftrim−76,767 sh
2026-05-15Bridgewater Associates 13Ftrim−25,187 sh
2026-05-14Baupost Group 13Fadd+8,609 sh

3 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 MOH for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$849M1
2FMR LLC$427M1
3Capital World Investors$426M1
4AQR CAPITAL MANAGEMENT LLC$382M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$372M1
6VANGUARD CAPITAL MANAGEMENT LLC$308M1
7VICTORY CAPITAL MANAGEMENT INC$276M1
8STATE STREET CORP$231M1
9DIMENSIONAL FUND ADVISORS LP$186M1
10TWO SIGMA INVESTMENTS, LP$180M1
11WELLINGTON MANAGEMENT GROUP LLP$151M1
12Capital Research Global Investors$145M1
13MORGAN STANLEY$134M1
14HARRIS ASSOCIATES L P$130M1
15GEODE CAPITAL MANAGEMENT, LLC$123M1
16JANE STREET GROUP, LLC$111M1
17MAVERICK CAPITAL LTD$86.1M1
18Madison Avenue Partners, LP$84.5M1
19Long Focus Capital Management, LLC$82.0M1
20MANNING & NAPIER ADVISORS LLC$73.1M1
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC$71.9M1
22Invesco Ltd.$67.7M1
23UBS Group AG$63.0M1
24VOLORIDGE INVESTMENT MANAGEMENT, LLC$58.1M1
25NORTHERN TRUST CORP$51.1M1
26BANK OF AMERICA CORP /DE/$49.9M1
27JACOBS LEVY EQUITY MANAGEMENT, INC$46.8M1
28CITIGROUP INC$44.9M1
29Fiera Capital Corp$44.0M1
30Bank of New York Mellon Corp$43.9M1
31VANGUARD FIDUCIARY TRUST CO$43.2M1
32Point72 Asset Management, L.P.$42.3M1
33REDWOOD CAPITAL MANAGEMENT, LLC$41.3M1
34Kopernik Global Investors, LLC$38.9M1
35PRINCIPAL FINANCIAL GROUP INC$33.5M1
36SUSQUEHANNA INTERNATIONAL GROUP, LLP$33.0M1
37INVESTMENT MANAGEMENT ASSOCIATES INC /ADV$31.1M1
38BARCLAYS PLC$30.3M1
39STATE OF MICHIGAN RETIREMENT SYSTEM$29.9M1
40CITADEL ADVISORS LLC$29.7M1
41UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$29.6M1
42Walleye Capital LLC$27.1M1
43Summit Street Capital Management, LLC$25.7M1
44Amundi$24.6M1
45PUBLIC SECTOR PENSION INVESTMENT BOARD$24.6M1
46Pine Valley Investments Ltd Liability Co$24.3M1
47Maple Rock Capital Partners Inc.$22.6M1
48CANADA PENSION PLAN INVESTMENT BOARD$22.1M1
49Legal & General Group Plc$21.8M1
50Squarepoint Ops LLC$21.8M1
51SEGALL BRYANT & HAMILL, LLC$21.5M1
52FIRST TRUST ADVISORS LP$21.4M1
53683 Capital Management, LLC$21.3M1
54AMERIPRISE FINANCIAL INC$20.3M1
55RHUMBLINE ADVISERS$19.7M1
56IEQ CAPITAL, LLC$19.4M1
57HSBC HOLDINGS PLC$17.8M1
58INVESTMENT HOUSE LLC$17.3M1
59Swedbank AB$16.3M1
60Aberdeen Group plc$15.4M1
61Nuveen, LLC$14.0M1
62Swiss National Bank$13.5M1
63Susquehanna Portfolio Strategies, LLC$12.8M1
64HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$12.7M1
65DEUTSCHE BANK AG\$12.6M1
66LPL Financial LLC$12.5M1
67Cerity Partners LLC$11.9M1
68NEW YORK STATE COMMON RETIREMENT FUND$11.9M1
69D. E. Shaw & Co., Inc.$11.0M1
70Mariner, LLC$11.0M1
71ENVESTNET ASSET MANAGEMENT INC$10.7M1
72W.G. Shaheen & Associates DBA Whitney & Co$10.0M1
73Solas Capital Management, LLC$9.2M1
74SEI INVESTMENTS CO$8.9M1
75FORA Capital, LLC$8.6M1
76CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$8.6M1
77Quantinno Capital Management LP$8.2M1
78Bandera Partners LLC$8.1M1
79CAPITOLIS LIQUID GLOBAL MARKETS LLC$8.1M1
80Quadrature Capital Ltd$7.8M1
81CWM, LLC$7.5M1
82STOREBRAND ASSET MANAGEMENT AS$7.4M1
83Prana Capital Management, LP$7.2M1
84ROYAL BANK OF CANADA$7.1M1
85Mountain Lake Investment Management LLC$6.7M1
86Hudson Bay Capital Management LP$6.7M1
87SEB Asset Management AB$6.5M1
88Massar Capital Management, LP$6.3M1
89VANGUARD ASSET MANAGEMENT, Ltd$6.2M1
90PRUDENTIAL FINANCIAL INC$6.2M1
91ALLIANCEBERNSTEIN L.P.$5.8M1
92STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$5.8M1
93Sovereign's Capital Management, LLC$5.5M1
94Empowered Funds, LLC$5.4M1
95STATE OF WISCONSIN INVESTMENT BOARD$5.2M1
96HEARTLAND ADVISORS INC$5.2M1
97MILLENNIUM MANAGEMENT LLC$5.2M1
98Creative Planning$5.0M1
99Aquatic Capital Management LLC$4.9M1
100BCV Asset Management Inc.$4.9M1
101WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.8M1
102Man Group plc$4.8M1
103FARALLON CAPITAL MANAGEMENT, L.L.C.$4.7M1
104HighTower Advisors, LLC$4.5M1
105Gibraltar Capital Management, Inc.$4.5M1
106Eversept Partners, LP$4.4M1
107Assenagon Asset Management S.A.$4.2M1
108EASTERLY INVESTMENT PARTNERS LLC$4.2M1
109MERCER GLOBAL ADVISORS INC /ADV$3.9M1
110WELLS FARGO & COMPANY/MN$3.7M1
111TOWLE & CO$3.7M1
112ROYAL LONDON ASSET MANAGEMENT LTD$3.5M1
113Universal- Beteiligungs- und Servicegesellschaft mbH$3.5M1
114Weiss Asset Management LP$3.4M1
115TD ASSET MANAGEMENT INC$3.3M1
116AGF MANAGEMENT LTD$3.2M1
117Janus Henderson Group Ltd.$3.1M1
118APG Asset Management N.V.$3.1M1
119MANUFACTURERS LIFE INSURANCE COMPANY, THE$3.1M1
120RENAISSANCE TECHNOLOGIES LLC$3.0M1
121Focus Partners Wealth$2.9M1
122Vanguard Global Advisers, LLC$2.8M1
123Illinois Municipal Retirement Fund$2.8M1
124Numerai GP LLC$2.7M1
125AMERICAN CENTURY COMPANIES INC$2.7M1
126Zurcher Kantonalbank (Zurich Cantonalbank)$2.6M1
127GATEWAY INVESTMENT ADVISERS LLC$2.5M1
128State of New Jersey Common Pension Fund D$2.3M1
129Jain Global LLC$2.3M1
130Timelo Investment Management Inc.$2.1M1
131Gotham Asset Management, LLC$2.1M1
132FIFTH THIRD BANCORP$2.1M1
133YOUSIF CAPITAL MANAGEMENT, LLC$2.1M1
134Mork Capital Management, LLC$2.0M1
135PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$2.0M1
136AVENIR CORP$2.0M1
137DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$1.9M1
138Arizona State Retirement System$1.9M1
139RAYMOND JAMES FINANCIAL INC$1.8M1
140Brevan Howard Capital Management LP$1.8M1
141Merit Financial Group, LLC$1.8M1
142Vanguard Investments Australia, Ltd.$1.7M1
143COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.7M1
144VARCOV Co.$1.7M1
145Aldebaran Capital, LLC$1.7M1
146NISA INVESTMENT ADVISORS, LLC$1.7M1
147KLP KAPITALFORVALTNING AS$1.6M1
148LEVEL FOUR ADVISORY SERVICES, LLC$1.6M1
149OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.6M1
150SIMPLEX TRADING, LLC$1.5M1
151CenterBook Partners LP$1.5M1
152Inspire Investing, LLC$1.5M1
153Leonteq Securities AG$1.5M1
154BANK OF MONTREAL /CAN/$1.4M1
155Chemistry Wealth Management LLC$1.4M1
156Maryland State Retirement & Pension System$1.4M1
157Corient Private Wealth LLC$1.3M1
158US BANCORP \DE\$1.3M1
159Cetera Investment Advisers$1.2M1
160Pictet Asset Management Holding SA$1.2M1
161IMC-Chicago, LLC$1.2M1
162Krilogy Financial LLC$1.2M1
163Fisher Funds Management LTD$1.2M1
164BOOTHBAY FUND MANAGEMENT, LLC$1.2M1
165Pathstone Holdings, LLC$1.2M1
166Focus Partners Advisor Solutions, LLC$1.1M1
167Privium Fund Management B.V.$1.1M1
168K.J. Harrison & Partners Inc$1.1M1
169MACKENZIE FINANCIAL CORP$1.1M1
170Chicago Partners Investment Group LLC$1.1M1
171IRIDIAN ASSET MANAGEMENT LLC/CT$1.0M1
172Marex Group Ltd$1.0M1
173AXQ CAPITAL, LP$1.0M1
174Perbak Capital Partners LLP$1.0M1
175ASSETMARK, INC$993K1
176VOYA INVESTMENT MANAGEMENT LLC$971K1
177MOODY NATIONAL BANK TRUST DIVISION$941K1
178M&T BANK CORP$921K1
179Bull Harbor Capital LLC$919K1
180Y-Intercept (Hong Kong) Ltd$914K1
181WCM INVESTMENT MANAGEMENT, LLC$900K1
182WESTBOURNE INVESTMENTS, INC.$884K1
183XPONANCE LLC$874K1
184Vanguard Personalized Indexing Management, LLC$841K1
185XTX Topco Ltd$840K1
186Pallas Capital Advisors LLC$836K1
187Atom Investors LP$830K1
188NEW YORK LIFE INVESTMENT MANAGEMENT LLC$825K1
189Curi Capital, LLC$818K1
190Orion Porfolio Solutions, LLC$803K1
191Mutual Advisors, LLC$795K1
192MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$786K1
193Walleye Trading LLC$779K1
194Quantbot Technologies LP$779K1
195EVERGREEN CAPITAL MANAGEMENT LLC$733K1
196Lakewood Asset Management LLC$726K1
197ELEVATION POINT WEALTH PARTNERS, LLC$725K1
198Knollwood Investment Advisory, LLC$714K1
199Blackhawk Capital Partners, LLC$713K1
200CIBC WORLD MARKET INC.$713K1
201Cresset Asset Management, LLC$705K1
202Capital International Sarl$705K1
203MANGROVE PARTNERS IM, LLC$700K1
204Ethic Inc.$698K1
205CIBC Asset Management Inc$678K1
206Swiss Life Asset Management Ltd$649K1
207MIRABELLA FINANCIAL SERVICES LLP$647K1
208Sendero Wealth Management, LLC$645K1
209GROUP ONE TRADING LLC$617K1
210BEACON INVESTMENT ADVISORY SERVICES, INC.$612K1
211Daiwa Securities Group Inc.$601K1
212Summit Trail Advisors, LLC$598K1
213Alesco Advisors, LLC, An ESL Co$595K1
214Waverly Advisors, LLC$595K1
215LRT Capital Management, LLC$588K1
216DIVERSIFY WEALTH MANAGEMENT, LLC$566K1
217Polymer Capital Management (US) LLC$553K1
218STIFEL FINANCIAL CORP$551K1
219Centric Wealth Management$547K1
220VestGen Advisors, LLC$544K1
221SIH Partners, LLLP$543K1
222HB Wealth Management, LLC$530K1
223Wealthfront Advisers LLC$525K1
224Crossmark Global Holdings, Inc.$521K1
225GREENWOOD CAPITAL ASSOCIATES LLC$515K1
226Farringdon Capital, Ltd.$513K1
227MAI Capital Management$504K1
228NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$500K1
229NorthCrest Asset Manangement, LLC$489K1
230Sivia Capital Partners, LLC$485K1
231Diversified Trust Co$483K1
232WADDELL & ASSOCIATES, LLC$481K1
233Brooklyn Investment Group$472K1
234OSAIC HOLDINGS, INC.$469K1
235Delta Global Management LP$457K1
236EQUITABLE TRUST CO$456K1
237Belpointe Asset Management LLC$440K1
238Arax Advisory Partners$439K1
239AIGEN INVESTMENT MANAGEMENT, LP$438K1
240Blackstone Inc.$433K1
241FOX RUN MANAGEMENT, L.L.C.$428K1
242JACKSON THORNTON WEALTH MANAGEMENT, LLC$425K1
243COMMERCE BANK$423K1
244Diversify Advisory Services, LLC$422K1
245Federation des caisses Desjardins du Quebec$420K1
246Sanctuary Advisors, LLC$407K1
247COLDSTREAM CAPITAL MANAGEMENT INC$399K1
248FRANKLIN RESOURCES INC$397K1
249Vontobel Holding Ltd.$397K1
250Ensign Peak Advisors, Inc$393K1
251GREAT LAKES ADVISORS, LLC$391K1
252Clearstead Advisors, LLC$388K1
253CITIZENS FINANCIAL GROUP INC/RI$379K1
254Vise Technologies, Inc.$377K1
255CIBC Bancorp USA Inc.$374K1
256DnB Asset Management AS$372K1
257Sequoia Financial Advisors, LLC$372K1
258Allworth Financial LP$367K1
259Vident Advisory, LLC$365K1
260Utah Retirement Systems$360K1
261Caitong International Asset Management Co., Ltd$353K1
262Kintegral Advisory, LLC$353K1
263Voleon Capital Management LP$352K1
264Parcion Private Wealth LLC$343K1
265Baker Avenue Asset Management, LP$337K1
266EVOKE WEALTH, LLC$331K1
267SANDERS MORRIS HARRIS LLC$330K1
268EVOLVE PRIVATE WEALTH, LLC$330K1
269OMERS ADMINISTRATION Corp$327K1
270NewEdge Advisors, LLC$322K1
271MATHER GROUP, LLC.$320K1
272MML INVESTORS SERVICES, LLC$315K1
273GUGGENHEIM CAPITAL LLC$311K1
274FIRST FOUNDATION ADVISORS$309K1
275QRG CAPITAL MANAGEMENT, INC.$307K1
276SAGE RHINO CAPITAL LLC$306K1
277Apollon Wealth Management, LLC$304K1
278Johnson Financial Group, Inc.$303K1
279Larry Mathis Financial Planning, LLC$299K1
280Calamos Advisors LLC$294K1
281Calamos Wealth Management LLC$294K1
282Snowden Capital Advisors LLC$288K1
283JOURNEY STRATEGIC WEALTH LLC$287K1
284GLENMEDE TRUST CO NA$282K1
285SYM FINANCIAL Corp$281K1
286WESTPAC BANKING CORP$279K1
287Perpetual Ltd$279K1
288MetLife Investment Management, LLC$279K1
289Bridgewater Associates, LP$278K1
290WOLVERINE ASSET MANAGEMENT LLC$276K1
291OPPENHEIMER ASSET MANAGEMENT INC.$273K1
292Allegiance Financial Group Advisory Services LLC$265K1
293NOMURA ASSET MANAGEMENT CO LTD$264K1
294QTR Family Wealth, LLC$264K1
295KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$262K1
296DAYMARK WEALTH PARTNERS, LLC$260K1
297Caerus Investment Advisors, LLC$259K1
298Magnetar Financial LLC$256K1
299PROFUND ADVISORS LLC$255K1
300UNITED CAPITAL FINANCIAL ADVISORS, LLC$254K1
301Wick Capital Partners, LLC$253K1
302Beacon Pointe Advisors, LLC$251K1
303MBA Advisors LLC$249K1
304EARNED WEALTH ADVISORS, LLC$247K1
305Cornerstone Investment Partners, LLC$246K1
306SHELTON CAPITAL MANAGEMENT$240K1
307INCEPTIONR LLC$239K1
308Horizon Advisory Services, Inc.$238K1
309QUADRANT CAPITAL GROUP LLC$227K1
310Fifth Third Wealth Advisors LLC$226K1
311Laird Norton Wetherby Trust Company, LLC$223K1
312Caprock Group, LLC$217K1
313MASSACHUSETTS FINANCIAL SERVICES CO /MA/$207K1
314COMMONWEALTH EQUITY SERVICES, LLC$207K1
315AlphaCore Capital LLC$205K1
316O'SHAUGHNESSY ASSET MANAGEMENT, LLC$203K1
317Meeder Advisory Services, Inc.$202K1
318Rockefeller Capital Management L.P.$190K1
319Board of the Pension Protection Fund$187K1
320Keating Financial Advisory Services, Inc.$181K1
321BNP Paribas Asset Management Holding S.A.$173K1
322Aviso Financial Inc.$158K1
323Pinnacle Wealth Planning Services, Inc.$144K1
324SIGNATUREFD, LLC$120K1
325Smartleaf Asset Management LLC$119K1
326OSSIAM$101K1
327Basecamp Wealth Advisors LLC$95.4K1
328True Wealth Design, LLC$86.9K1
329BAUPOST GROUP LLC/MA$84.5K1
330Tower Research Capital LLC (TRC)$80.6K1
331Salomon & Ludwin, LLC$80.1K1
332Curat Global, LLC$78.6K1
333Bayforest Capital Ltd$68.1K1
334THOMPSON SIEGEL & WALMSLEY LLC$53.4K1
335UMB Bank, n.a.$52.0K1
336Larson Financial Group LLC$46.1K1
337Deseret Mutual Benefit Administrators$44.0K1
338UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$40.5K1
339Blue Trust, Inc.$38.6K1
340Atlantic Union Bankshares Corp$33.3K1
341SJS Investment Consulting Inc.$33.1K1
342Financial Perspectives, Inc$29.3K1
343Physician Wealth Advisors, Inc.$28.8K1
344HRT FINANCIAL LP$28.2K1
345Medallion Wealth Advisors, LLC$26.7K1
346Activest Wealth Management$23.7K1
347South Dakota Investment Council$22.4K1
348Parkside Financial Bank & Trust$20.8K1
349Annis Gardner Whiting Capital Advisors, LLC$18.7K1
350Siemens Fonds Invest GmbH$18.4K1
351ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$16.5K1
352Cromwell Holdings LLC$16.3K1
353MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$15.9K1
354Mirae Asset Global Investments Co., Ltd.$15.3K1
355Hurley Capital, LLC$15.3K1
356DekaBank Deutsche Girozentrale$13.1K1
357Mitsubishi UFJ Asset Management Co., Ltd.$10.4K1
358ELEVATION WEALTH PARTNERS, LLC$8.8K1
359Spire Wealth Management$8.4K1
360MV CAPITAL MANAGEMENT, INC.$7.7K1
361MCF Advisors LLC$7.5K1
362Prestige Wealth Management Group LLC$7.1K1
363ACADIAN ASSET MANAGEMENT LLC$6.9K1
364VAN ECK ASSOCIATES CORP$6.6K1
365CVA Family Office, LLC$6.3K1
366NEW YORK STATE TEACHERS RETIREMENT SYSTEM$5.8K1
367CANADA LIFE ASSURANCE Co$5.8K1
368ARMSTRONG ADVISORY GROUP, INC$5.7K1
369Pinnacle Bancorp, Inc.$5.3K1
370Owl Creek Wealth Partners LLC$5.3K1
371ALGERT GLOBAL LLC$5.1K1
372MEEDER ASSET MANAGEMENT INC$4.8K1
373PRIVATE TRUST CO NA$4.8K1
374Clearstead Trust, LLC$4.8K1
375THRIVENT FINANCIAL FOR LUTHERANS$4.6K1
376Transamerica Financial Advisors, LLC$4.4K1
377Private Wealth Management Group, LLC$4.3K1
378State of Alaska, Department of Revenue$3.6K1
379TEMA ETFS LLC$3.5K1
380Sachetta, LLC$3.1K1
381JPL Wealth Management, LLC$2.9K1
382Treasurer of the State of North Carolina$2.9K1
383Steward Partners Investment Advisory, LLC$2.7K1
384Aurora Investment Managers, LLC.$2.3K1
385AMALGAMATED BANK$2.2K1
386JFS WEALTH ADVISORS, LLC$2.1K1
387ISLAY CAPITAL MANAGEMENT, LLC$2.1K1
388Murphy & Mullick Capital Management Corp$2.1K1
389Quantitative Investment Management, LLC$1.9K1
390Stone House Investment Management, LLC$1.9K1
391SHP Wealth Management$1.7K1
392Destiny Wealth Partners, LLC$1.7K1
393Westfuller Advisors, LLC$1.7K1
394TFC Financial Management, Inc.$1.6K1
395NATIXIS ADVISORS, LLC$1.5K1
396Bell Investment Advisors, Inc$1.5K1
397Ankerstar Wealth, LLC$1.3K1
398GSA CAPITAL PARTNERS LLP$1.2K1
399JONES FINANCIAL COMPANIES LLLP$1.2K1
400TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.1K1
401INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.1K1
402Clark Wealth Partners$1.1K1
403GILPIN WEALTH MANAGEMENT, LLC$1.1K1
404DB Fitzpatrick & Co, Inc$1.1K1
405Portus Wealth Advisors, LLC$1.1K1
406Virtu Financial LLC$1.0K1
407Manchester Capital Management LLC$9341
408NBT BANK, N.A.$9331
409SBI Securities Co., Ltd.$8001
410Kilter Group LLC$8001
411PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$7141
412NATIONAL BANK OF CANADA /FI/$6661
413Signature Resources Capital Management, LLC$6661
414TEALWOOD ASSET MANAGEMENT INC$6471
415Addison Advisors LLC$5341
416Triumph Capital Management$5331
417KBC Group NV$5011
418Provenance Wealth Advisors, LLC$4001
419PARK AVENUE SECURITIES LLC$2911
420HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$2671
421Quaker Wealth Management, LLC$2671
422Abound Wealth Management$2671
423Rakuten Securities, Inc.$2671
424SouthState Bank Corp$1341
425Vestcor Inc$1341
426DiNuzzo Private Wealth, Inc.$1341
427Valued Wealth Advisors LLC$1341
428American Capital Advisory, LLC$1341
429Rialto Wealth Management, LLC$1341
430Ameritas Advisory Services, LLC$1331
431Penserra Capital Management LLC$391
432Smithfield Trust Co$51
433Roble, Belko & Company, Inc$41
434Avion Wealth$01
435BANK OF NOVA SCOTIA$01
436FIRST NATIONAL BANK OF OMAHA$01
437TRUIST FINANCIAL CORP$01
438Jefferies Financial Group Inc.$01
439VANGUARD GROUP INC$01
440VALLEY NATIONAL ADVISERS INC$01
441TEACHER RETIREMENT SYSTEM OF TEXAS$01
442BECKER CAPITAL MANAGEMENT INC$01
443DANSKE BANK A/S$01
444HARBOUR INVESTMENTS, INC.$01
445HOWARD HUGHES MEDICAL INSTITUTE$01
446MIZUHO SECURITIES USA LLC$01
447BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$01
448TOTH FINANCIAL ADVISORY CORP$01
449MUFG SECURITIES AMERICAS INC.$01
450PANAGORA ASSET MANAGEMENT INC$01
451COMERICA BANK$01
452ROYCE & ASSOCIATES LP$01
453HARTFORD INVESTMENT MANAGEMENT CO$01
454WASHINGTON CAPITAL MANAGEMENT, INC$01
455TORONTO DOMINION BANK$01
456SECURIAN ASSET MANAGEMENT, INC$01
457ING GROEP NV$01
458WEXFORD CAPITAL LP$01
459Ameritas Investment Partners, Inc.$01
460CIBC WORLD MARKETS CORP$01
461Asset Management One Co., Ltd.$01
462COBALT CAPITAL MANAGEMENT, INC.$01
463CSS LLC/IL$01
464AVIVA PLC$01
465GREENLEAF TRUST$01
466ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$01
467ADAGE CAPITAL PARTNERS GP, L.L.C.$01
468LEUTHOLD GROUP, LLC$01
469CREDIT AGRICOLE S A$01
470BALYASNY ASSET MANAGEMENT L.P.$01
471NATIXIS$01
472CIBC Private Wealth Group LLC$01
473Grantham, Mayo, Van Otterloo & Co. LLC$01
474ProShare Advisors LLC$01
475NORGES BANK$01
476Boston Partners$01
477PRELUDE CAPITAL MANAGEMENT, LLC$01
478Rafferty Asset Management, LLC$01
479Sumitomo Mitsui DS Asset Management Company, Ltd$01
480MACQUARIE GROUP LTD$01
481Zuckerman Investment Group, LLC$01
482Tributary Capital Management, LLC$01
483PFM Health Sciences, LP$01
484Verition Fund Management LLC$01
485EXCHANGE TRADED CONCEPTS, LLC$01
486Chevy Chase Trust Holdings, LLC$01
487Alberta Investment Management Corp$01
488Sumitomo Mitsui Trust Group, Inc.$01
489TWO SIGMA ADVISERS, LP$01
490DRW Securities, LLC$01
491Yost Capital Management, LP$01
492Norinchukin Bank, The$01
493Clear Harbor Asset Management, LLC$01
494SUMMIT SECURITIES GROUP LLC$01
495IBEX INVESTORS LLC$01
496Skandinaviska Enskilda Banken AB (publ)$01
497Edgestream Partners, L.P.$01
498Allianz Asset Management GmbH$01
499Alphadyne Asset Management LP$01
500Empirical Finance, LLC$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)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 MOH

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for MOH · financials and macro

Financials — as filed PLANNED

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