Public record / Tickers / MOS

MOS — MOSAIC CO

Both disclosure regimes on one name: who in Congress filed about MOS, 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
79
all PTR rows naming MOS
Members · 12m
3
2 buys · 2 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
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

David Perdue · $100K–$250K

Purchase · traded 2018-01-16 → filed 2018-02-01. Ranked over every MOS row by the provable lower bound, never a point estimate.

3 members · 2 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.

11 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

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 MOS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning MOS
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-05-08Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 04-14 +24d$1K–$15K
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 01-09 +35d$1K–$15K
2025-10-10Val T. Hoyle D–OR-4Sale · SP (spouse-owned)Traded 09-23 +17d$1K–$15K
2024-03-29Thomas R. Carper D–DESale · SP (spouse-owned)Traded 03-28 +1d$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 79 ↗

Members active in MOS

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing MOS 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-312−$14.0K to $14.0K2
Alan Armstrong R–OK1$1.0K 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 · MOS

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

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
0

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

Notable managers · quarter ended 2026-03-31

Adding
1 Caxton Associates $2.3M held

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

Merged timeline of congressional filings and notable-manager moves on MOS
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Ftrim−7,316 sh
2026-05-15Bridgewater Associates 13Fexit−28,466 sh
2026-05-15Moore Capital Management 13Fexit−231,177 sh
2026-05-14Caxton Associates 13Fnew+90,121 sh

5 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 MOS for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1FMR LLC$742M1
2BlackRock, Inc.$603M1
3VANGUARD CAPITAL MANAGEMENT LLC$526M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$390M1
5DIMENSIONAL FUND ADVISORS LP$363M1
6STATE STREET CORP$342M1
7Invesco Ltd.$287M1
8AQR CAPITAL MANAGEMENT LLC$277M1
9NORTHERN TRUST CORP$132M1
10MORGAN STANLEY$125M1
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC$99.5M1
12ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$82.6M1
13CITADEL ADVISORS LLC$78.2M1
14DEUTSCHE BANK AG\$73.0M1
15WELLINGTON MANAGEMENT GROUP LLP$64.6M1
16BANK OF AMERICA CORP /DE/$63.4M1
17DnB Asset Management AS$57.5M1
18Allianz Asset Management GmbH$56.8M1
19VICTORY CAPITAL MANAGEMENT INC$53.8M1
20UBS Group AG$48.8M1
21VANGUARD FIDUCIARY TRUST CO$45.6M1
22RAYMOND JAMES FINANCIAL INC$42.3M1
23Amundi$38.2M1
24Squarepoint Ops LLC$36.4M1
25Randolph Co Inc$35.2M1
26Nuveen, LLC$32.2M1
27CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$30.6M1
28BARCLAYS PLC$27.4M1
29STOREBRAND ASSET MANAGEMENT AS$25.5M1
30WELLS FARGO & COMPANY/MN$24.3M1
31FIRST TRUST ADVISORS LP$24.2M1
32Goehring & Rozencwajg Associates, LLC$23.5M1
33UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$23.4M1
34AEGIS FINANCIAL CORP$21.8M1
35Vanguard Global Advisers, LLC$18.4M1
36Ceredex Value Advisors LLC$18.2M1
37Susquehanna Portfolio Strategies, LLC$17.7M1
38FOUNDATION RESOURCE MANAGEMENT INC$17.4M1
39SUSQUEHANNA INTERNATIONAL GROUP, LLP$17.0M1
40Alyeska Investment Group, L.P.$16.4M1
41Legal & General Group Plc$16.1M1
42Swiss National Bank$16.0M1
43MetLife Investment Management, LLC$16.0M1
44BANK OF MONTREAL /CAN/$15.6M1
45Cerity Partners LLC$15.4M1
46SEI INVESTMENTS CO$14.6M1
47Newport Trust Company, LLC$14.5M1
48EDMOND DE ROTHSCHILD HOLDING S.A.$13.5M1
49IMC-Chicago, LLC$13.2M1
50Contrarius Group Holdings Ltd$12.8M1
51COLRAIN CAPITAL LLC$12.8M1
52CITIGROUP INC$11.7M1
53PRINCIPAL FINANCIAL GROUP INC$10.9M1
54HSBC HOLDINGS PLC$10.8M1
55Mitsubishi UFJ Asset Management Co., Ltd.$10.6M1
56M&G Plc$10.3M1
57ROYAL BANK OF CANADA$10.2M1
58CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$10.0M1
59JANE STREET GROUP, LLC$9.9M1
60ABBINGTON INVESTMENT GROUP$9.7M1
61IEQ CAPITAL, LLC$9.5M1
62Swedbank AB$9.5M1
63Trek Financial, LLC$9.5M1
64GROUP ONE TRADING LLC$9.3M1
65Janus Henderson Group Ltd.$9.2M1
66Sage Capital Advisors,llc$9.2M1
67Quantinno Capital Management LP$9.0M1
68Massar Capital Management, LP$8.4M1
69ALLIANCEBERNSTEIN L.P.$8.3M1
70Mariner, LLC$8.1M1
71Perseverance Asset Management International$7.7M1
72STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$7.6M1
73Focus Partners Wealth$7.4M1
74VANGUARD ASSET MANAGEMENT, Ltd$7.2M1
75CIBC WORLD MARKET INC.$7.1M1
76FEDERATED HERMES, INC.$6.7M1
77Gotham Asset Management, LLC$6.7M1
78BNP Paribas Asset Management Holding S.A.$6.7M1
79DRW Securities, LLC$6.4M1
80AMERICAN CENTURY COMPANIES INC$6.1M1
81MILLENNIUM MANAGEMENT LLC$5.9M1
82Walleye Capital LLC$5.8M1
83Eurizon Capital SGR S.p.A.$5.8M1
84STATE OF WISCONSIN INVESTMENT BOARD$5.8M1
85TWO SIGMA INVESTMENTS, LP$5.8M1
86MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.7M1
87Titan Wealth (CI) Ltd$5.7M1
88Universal- Beteiligungs- und Servicegesellschaft mbH$5.7M1
89MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$5.6M1
90Vontobel Holding Ltd.$5.5M1
91Live Oak Private Wealth LLC$5.5M1
92Bleakley Financial Group, LLC$5.4M1
93Creative Planning$5.2M1
94CWM, LLC$5.2M1
95LPL Financial LLC$5.2M1
96ENVESTNET ASSET MANAGEMENT INC$5.1M1
97Pekin Hardy Strauss, Inc.$5.0M1
98Walleye Trading LLC$5.0M1
99D. E. Shaw & Co., Inc.$4.8M1
100Sicart Associates LLC$4.7M1
101SIMPLEX TRADING, LLC$4.6M1
102BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$4.2M1
103Chevy Chase Trust Holdings, LLC$4.0M1
104PRUDENTIAL FINANCIAL INC$4.0M1
105GMT CAPITAL CORP$3.9M1
106STIFEL FINANCIAL CORP$3.9M1
107Cetera Investment Advisers$3.9M1
108ALLIANZ SE$3.8M1
109Summit Financial, LLC$3.8M1
110ARIEL INVESTMENTS, LLC$3.8M1
111Old West Investment Management, LLC$3.7M1
112WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.5M1
113CI INVESTMENTS INC.$3.4M1
114Man Group plc$3.4M1
115De Lisle Partners LLP$3.3M1
116GUGGENHEIM CAPITAL LLC$3.3M1
117Bank Julius Baer & Co. Ltd, Zurich$3.3M1
118ExodusPoint Capital Management, LP$3.3M1
119FIFTH THIRD BANCORP$3.2M1
120MERCER GLOBAL ADVISORS INC /ADV$3.2M1
121Zurcher Kantonalbank (Zurich Cantonalbank)$3.2M1
122NATIONAL BANK OF CANADA /FI/$3.0M1
123Mitsubishi UFJ Trust & Banking Corp$3.0M1
124FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.9M1
125Steward Partners Investment Advisory, LLC$2.8M1
126State of New Jersey Common Pension Fund D$2.8M1
127TRUIST FINANCIAL CORP$2.8M1
128CIBC Bancorp USA Inc.$2.7M1
129Journey Advisory Group, LLC$2.7M1
130GREAT LAKES ADVISORS, LLC$2.7M1
131Leonteq Securities AG$2.6M1
132COMMONWEALTH EQUITY SERVICES, LLC$2.6M1
133ProShare Advisors LLC$2.6M1
134Step Capital Management Pte. Ltd.$2.6M1
135Swiss Life Asset Management Ltd$2.5M1
136TD ASSET MANAGEMENT INC$2.5M1
137Engineers Gate Manager LP$2.5M1
138Oak Thistle LLC$2.4M1
139PUBLIC SECTOR PENSION INVESTMENT BOARD$2.3M1
140CAXTON ASSOCIATES LLP$2.3M1
141XPONANCE LLC$2.2M1
142Arizona State Retirement System$2.2M1
143Czech National Bank$2.2M1
144Howard Capital Management, LLC$2.2M1
145BARINGS LLC$2.2M1
146Grantham, Mayo, Van Otterloo & Co. LLC$2.2M1
147HUSSMAN STRATEGIC ADVISORS, INC.$2.1M1
148CREDIT AGRICOLE S A$2.1M1
149STATE OF MICHIGAN RETIREMENT SYSTEM$2.1M1
150Moran Wealth Management, LLC$2.1M1
151Vanguard Investments Australia, Ltd.$2.1M1
152FIRST CITIZENS BANK & TRUST CO$2.1M1
153Glenorchy Capital Ltd$1.9M1
154COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.9M1
155Summit Trail Advisors, LLC$1.9M1
156CLOUGH CAPITAL PARTNERS L P$1.8M1
157Envestnet Portfolio Solutions, Inc.$1.8M1
158CIBC Asset Management Inc$1.8M1
159Pathstone Holdings, LLC$1.7M1
160Retirement Systems of Alabama$1.7M1
161Catalyst Capital Advisors LLC$1.7M1
162VOYA INVESTMENT MANAGEMENT LLC$1.7M1
163AXQ CAPITAL, LP$1.7M1
164PINNACLE ASSOCIATES LTD$1.7M1
165Boston Partners$1.7M1
166Caption Management, LLC$1.7M1
167Pictet Asset Management Holding SA$1.6M1
168Mirae Asset Global Investments Co., Ltd.$1.6M1
169Wealthfront Advisers LLC$1.6M1
170KEYBANK NATIONAL ASSOCIATION/OH$1.6M1
171SCHRODER INVESTMENT MANAGEMENT GROUP$1.5M1
172SummitTX Capital, L.P.$1.5M1
173Rockefeller Capital Management L.P.$1.5M1
174INDEPENDENT FINANCIAL GROUP, LLC$1.5M1
175Titan Investment Solutions Ltd$1.5M1
176Vanguard Personalized Indexing Management, LLC$1.5M1
177HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$1.4M1
178Vident Advisory, LLC$1.4M1
179Parallax Volatility Advisers, L.P.$1.4M1
180Recurrent Investment Advisors LLC$1.4M1
181NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.4M1
182UniSuper Management Pty Ltd$1.4M1
183Lighthouse Investment Partners, LLC$1.3M1
184Assenagon Asset Management S.A.$1.3M1
185Tidal Investments LLC$1.3M1
186Utah Retirement Systems$1.3M1
187Metis Global Partners, LLC$1.3M1
188TORONTO DOMINION BANK$1.3M1
189Cadence Wealth Management LLC$1.3M1
190OSAIC HOLDINGS, INC.$1.3M1
191Empowered Funds, LLC$1.2M1
192Merit Financial Group, LLC$1.2M1
193Twin Tree Management, LP$1.2M1
194NEOS Investment Management LLC$1.2M1
195FOX RUN MANAGEMENT, L.L.C.$1.2M1
196INTECH INVESTMENT MANAGEMENT LLC$1.2M1
197Edgestream Partners, L.P.$1.2M1
198YOUSIF CAPITAL MANAGEMENT, LLC$1.2M1
199BANK OF NOVA SCOTIA$1.1M1
200LAZARD ASSET MANAGEMENT LLC$1.1M1
201Qsemble Capital Management, LP$1.1M1
202Pinpoint Asset Management (Singapore) Pte. Ltd.$1.1M1
203GUIDANCE CAPITAL, INC$1.1M1
204Corient Private Wealth LLC$1.1M1
205Kerrisdale Advisers, LLC$1.0M1
206Weiss Asset Management LP$983K1
207Cypress Capital Group$978K1
208Fideuram Asset Management (Ireland) dac$977K1
209Quadrature Capital Ltd$967K1
210US BANCORP \DE\$964K1
211Caitong International Asset Management Co., Ltd$959K1
212MARCO INVESTMENT MANAGEMENT LLC$952K1
213O'SHAUGHNESSY ASSET MANAGEMENT, LLC$947K1
214OREGON PUBLIC EMPLOYEES RETIREMENT FUND$926K1
215NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$908K1
216OLD NATIONAL BANCORP /IN/$895K1
217Abundance Wealth Counselors$893K1
218PKO BP BANKOWY Universal Pension Society JSC$893K1
219Sivia Capital Partners, LLC$892K1
220Alessandra Capital Management, LLC$873K1
221MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$861K1
222Financial Sense Advisors, Inc.$846K1
223Concentric Capital Strategies, LP$841K1
224Freestone Grove Partners LP$841K1
225OCCUDO QUANTITATIVE STRATEGIES LP$838K1
226STEPHENS INC /AR/$831K1
227TD Waterhouse Canada Inc.$820K1
228MACKENZIE FINANCIAL CORP$814K1
229Schonfeld Strategic Advisors LLC$810K1
230BLAIR WILLIAM & CO/IL$805K1
231Rakuten Investment Management, Inc.$782K1
232MAVERICK CAPITAL LTD$769K1
233HEADINVEST, LLC$765K1
234FRANKLIN RESOURCES INC$760K1
235UMB Bank, n.a.$749K1
236Focus Partners Advisor Solutions, LLC$744K1
237Murphy Pohlad Asset Management LLC$729K1
238Unison Advisors LLC$726K1
239Federation des caisses Desjardins du Quebec$725K1
240CenterBook Partners LP$723K1
241Regal Investment Advisors LLC$717K1
242Calamos Advisors LLC$714K1
243Calamos Wealth Management LLC$714K1
244NANO CAP NEW MILLENNIUM GROWTH FUND L P$701K1
245ION Fund Management Ltd$692K1
246MAI Capital Management$666K1
247Daiwa Securities Group Inc.$660K1
248Polymer Capital Management (US) LLC$636K1
249SCOTIA CAPITAL INC.$634K1
250Revisor Wealth Management LLC$631K1
251Ensign Peak Advisors, Inc$625K1
252Crossmark Global Holdings, Inc.$609K1
253Marex Group Ltd$609K1
254Perigon Wealth Management, LLC$605K1
255VARCOV Co.$601K1
256Windmill Hill Asset Management Ltd$592K1
257M&T BANK CORP$573K1
258NOMURA HOLDINGS INC$570K1
259Sylvest Advisors, LLC$565K1
260CREDIT INDUSTRIEL ET COMMERCIAL$561K1
261Ethic Inc.$560K1
262CSS LLC/IL$558K1
263Sequoia Financial Advisors, LLC$555K1
264HB Wealth Management, LLC$541K1
265Investment Research Partners LLC$541K1
266ADAMS NATURAL RESOURCES FUND, INC.$541K1
267Numerai GP LLC$530K1
268Allspring Global Investments Holdings, LLC$518K1
269Hickory Point Bank & Trust$516K1
270IHT Wealth Management, LLC$512K1
271GREENWOOD CAPITAL ASSOCIATES LLC$511K1
272MAIRS & POWER INC$510K1
273HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$509K1
274TWINBEECH CAPITAL LP$508K1
275EntryPoint Capital, LLC$503K1
276Uncommon Cents Investing LLC$493K1
277MIZUHO SECURITIES USA LLC$489K1
278J. Goldman & Co LP$485K1
279Rafferty Asset Management, LLC$484K1
280Tower Research Capital LLC (TRC)$478K1
281Laird Norton Wetherby Trust Company, LLC$475K1
282BOOTHBAY FUND MANAGEMENT, LLC$466K1
283Moors & Cabot, Inc.$465K1
284Savant Capital, LLC$459K1
285HARTFORD INVESTMENT MANAGEMENT CO$459K1
286Norinchukin Bank, The$458K1
287Ridgewood Investments LLC$457K1
288Brevan Howard Capital Management LP$447K1
289Cardinal Point Capital Management ULC$442K1
290HighTower Advisors, LLC$435K1
291Aberdeen Group plc$427K1
292WADDELL & ASSOCIATES, LLC$418K1
293Sowell Financial Services LLC$411K1
294NOMURA ASSET MANAGEMENT CO LTD$405K1
295Pallas Capital Advisors LLC$400K1
296Curi Capital, LLC$391K1
297Private Advisor Group, LLC$389K1
298INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$387K1
299Maryland State Retirement & Pension System$381K1
300SHUFRO ROSE & CO LLC$375K1
301Advisors Asset Management, Inc.$375K1
302Diametric Capital, LP$369K1
303NorthCrest Asset Manangement, LLC$368K1
304Generali Asset Management SPA SGR$362K1
305United Advisor Group, LLC$360K1
306Chicago Partners Investment Group LLC$351K1
307OMERS ADMINISTRATION Corp$346K1
308INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$342K1
309Sigma Planning Corp$342K1
310Ausdal Financial Partners, Inc.$342K1
311GROUPAMA ASSET MANAGMENT$340K1
312CITIZENS FINANCIAL GROUP INC/RI$334K1
313Plan A Wealth LLC$333K1
314MUFG Securities EMEA plc$332K1
315Waterfront Wealth Inc.$328K1
316UNITED CAPITAL FINANCIAL ADVISORS, LLC$314K1
317PFG Investments, LLC$313K1
318Diversified Trust Co$311K1
319RITHOLTZ WEALTH MANAGEMENT$308K1
320CORSAIR CAPITAL MANAGEMENT, L.P.$306K1
321CWA Asset Management Group, LLC$305K1
322Empirical Finance, LLC$304K1
323Gateway Wealth Partners, LLC$301K1
324Beacon Pointe Advisors, LLC$299K1
325Asset Management One Co., Ltd.$298K1
326Systematic Alpha Investments, LLC$297K1
327Kestra Advisory Services, LLC$296K1
328Quantum Portfolio Management LLC$293K1
329Bull Harbor Capital LLC$291K1
330NewEdge Advisors, LLC$290K1
331PRELUDE CAPITAL MANAGEMENT, LLC$290K1
332Ballentine Partners, LLC$288K1
333Graham Capital Management, L.P.$286K1
334HM PAYSON & CO$286K1
335Blueshift Asset Management, LLC$282K1
336DAYMARK WEALTH PARTNERS, LLC$282K1
337CIDEL ASSET MANAGEMENT INC$276K1
338Marble Harbor Investment Counsel, LLC$275K1
339Krilogy Financial LLC$273K1
340GLENMEDE TRUST CO NA$273K1
341Sumitomo Mitsui DS Asset Management Company, Ltd$270K1
342Atria Investments, Inc$269K1
343MACQUARIE GROUP LTD$267K1
344Investors Research Corp$265K1
345AAFMAA Wealth Management & Trust LLC$262K1
346180 WEALTH ADVISORS, LLC$261K1
347NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$259K1
348Oasis Management Co Ltd.$255K1
349Walnut Level Capital LLC$255K1
350PATTON FUND MANAGEMENT, INC.$251K1
351Allworth Financial LP$249K1
352KESTRA PRIVATE WEALTH SERVICES, LLC$246K1
353Sanctuary Advisors, LLC$245K1
354GREENLEAF TRUST$245K1
355Arax Advisory Partners$242K1
356Baker Avenue Asset Management, LP$236K1
357FOUNDATIONS INVESTMENT ADVISORS, LLC$235K1
358North Dakota State Investment Board$235K1
359Resonant Capital Advisors, LLC$235K1
360SNOWWATER INVESTMENT PARTNERS, LLC$232K1
361PROFUND ADVISORS LLC$232K1
362Garner Asset Management Corp$231K1
363WINTON GROUP Ltd$228K1
364EVERGREEN CAPITAL MANAGEMENT LLC$228K1
365Accredited Investors Inc.$226K1
366MIRABELLA FINANCIAL SERVICES LLP$225K1
367Corecam Pte. Ltd.$222K1
368Verition Fund Management LLC$220K1
369Independent Advisor Alliance$218K1
370SECURIAN ASSET MANAGEMENT, INC$218K1
371VERUS CAPITAL PARTNERS, LLC$218K1
372SPROTT INC.$217K1
373Pine Valley Investments Ltd Liability Co$216K1
374&PARTNERS$216K1
375CHESAPEAKE CAPITAL CORP /IL/$209K1
376EVOLVE PRIVATE WEALTH, LLC$209K1
377SBI Securities Co., Ltd.$206K1
378OPPENHEIMER & CO INC$206K1
379NOVEM GROUP$205K1
380TRUE Private Wealth Advisors$204K1
381Intellectus Partners, LLC$201K1
382COLDSTREAM CAPITAL MANAGEMENT INC$201K1
383J.W. COLE ADVISORS, INC.$201K1
384Virtus Investment Advisers, LLC$199K1
385Hunting Hill Global Capital, LLC$194K1
386State of Wyoming$184K1
387NATIXIS$178K1
388Intesa Sanpaolo S.p.A.$177K1
389NFSG Corp$156K1
390TEMA ETFS LLC$147K1
391AlphaCentric Advisors LLC$130K1
392EFG International AG$120K1
393Pinnacle Wealth Planning Services, Inc.$119K1
394EXCHANGE TRADED CONCEPTS, LLC$117K1
395Wilmington Savings Fund Society, FSB$108K1
396Resona Asset Management Co.,Ltd.$107K1
397Caitlin John, LLC$97.2K1
398Deseret Mutual Benefit Administrators$92.6K1
399Quarry LP$84.9K1
400THOMPSON SIEGEL & WALMSLEY LLC$77.4K1
401Strengthening Families & Communities, LLC$74.1K1
402Ameritas Investment Partners, Inc.$73.8K1
403SIGNATUREFD, LLC$68.5K1
404WESTPAC BANKING CORP$65.1K1
405Intesa Sanpaolo Wealth Management$61.2K1
406True Wealth Design, LLC$44.3K1
407Pilgrim Partners Asia Pte Ltd$42.3K1
408Blue Trust, Inc.$37.9K1
409Pflug Koory, LLC$37.2K1
410Altshuler Shaham Ltd$35.2K1
411Rakuten Securities, Inc.$34.0K1
412Smartleaf Asset Management LLC$32.6K1
413SJS Investment Consulting Inc.$31.7K1
414Hartford Financial Management Inc.$31.1K1
415CHELSEA COUNSEL CO$25.5K1
416Compagnie Lombard Odier SCmA$25.5K1
417Dorato Capital Management$24.8K1
418S&CO INC$24.6K1
419Grove Bank & Trust$22.2K1
420MATHER GROUP, LLC.$20.7K1
421ELEVATION WEALTH PARTNERS, LLC$20.3K1
422Cromwell Holdings LLC$19.6K1
423DT Investment Partners, LLC$19.4K1
424HRT FINANCIAL LP$19.2K1
425FOSTER DYKEMA CABOT & PARTNERS, LLC$19.1K1
426ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$19.0K1
427Destiny Wealth Partners, LLC$16.7K1
428Manchester Capital Management LLC$16.7K1
429QUADRANT CAPITAL GROUP LLC$16.2K1
430Annis Gardner Whiting Capital Advisors, LLC$15.4K1
431Activest Wealth Management$15.3K1
432CENTRAL TRUST Co$15.2K1
433Parkside Financial Bank & Trust$15.2K1
434Larson Financial Group LLC$14.3K1
435SHP Wealth Management$13.4K1
436JNBA Financial Advisors$12.8K1
437CVA Family Office, LLC$11.5K1
438WPG Advisers, LLC$8.2K1
439MASECO LLP$7.9K1
440EVERMAY WEALTH MANAGEMENT LLC$7.8K1
441JFS WEALTH ADVISORS, LLC$7.6K1
442MEEDER ASSET MANAGEMENT INC$6.8K1
443Sachetta, LLC$6.8K1
444ALGERT GLOBAL LLC$6.7K1
445KBC Group NV$6.5K1
446FARMERS & MERCHANTS INVESTMENTS INC$6.3K1
447Spire Wealth Management$6.1K1
448REAP Financial Group, LLC$5.4K1
449CANADA LIFE ASSURANCE Co$5.3K1
450SOUTHERN MICHIGAN BANK & TRUST$5.1K1
451Solstein Capital, LLC$5.1K1
452Addison Advisors LLC$5.0K1
453Johnson Financial Group, Inc.$4.4K1
454First Command Advisory Services, Inc.$4.2K1
455Kilter Group LLC$3.7K1
456Gold Investment Management Ltd.$3.7K1
457JPL Wealth Management, LLC$3.7K1
458Clearstead Advisors, LLC$3.5K1
459Treasurer of the State of North Carolina$3.4K1
460Truvestments Capital LLC$3.4K1
461Bell Investment Advisors, Inc$3.1K1
462Costello Asset Management, INC$2.6K1
463Redwood Park Advisors LLC$2.6K1
464THRIVENT FINANCIAL FOR LUTHERANS$2.5K1
465First Pacific Financial$2.4K1
466HighMark Wealth Management LLC$2.2K1
467State of Alaska, Department of Revenue$2.2K1
468Owl Creek Wealth Partners LLC$2.2K1
469Arlington Trust Co LLC$2.0K1
470Ritter Daniher Financial Advisory LLC / DE$1.9K1
471Clearstead Trust, LLC$1.9K1
472Private Wealth Management Group, LLC$1.8K1
473DekaBank Deutsche Girozentrale$1.8K1
474Virtu Financial LLC$1.7K1
475TFC Financial Management, Inc.$1.6K1
476AMALGAMATED BANK$1.6K1
477Clayton Financial Group LLC$1.5K1
478MCGUIRE CAPITAL ADVISORS INC$1.4K1
479Rialto Wealth Management, LLC$1.4K1
480Kentucky Retirement Systems$1.3K1
481SUMMIT SECURITIES GROUP LLC$1.3K1
482Key FInancial Inc$1.3K1
483Valued Wealth Advisors LLC$1.1K1
484Archer Investment Corp$1.0K1
485DiNuzzo Private Wealth, Inc.$1.0K1
486BFSG, LLC$9841
487Fruth Investment Management$9571
488MV CAPITAL MANAGEMENT, INC.$9441
489DecisionPoint Financial, LLC$8671
490PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$8211
491ACADIAN ASSET MANAGEMENT LLC$7561
492Vermillion Wealth Management, Inc.$5871
493South Dakota Investment Council$5801
494CHASE INVESTMENT COUNSEL CORP$5651
495BANQUE PICTET & CIE SA$5101
496STONERIDGE INVESTMENT PARTNERS LLC$4861
497Physician Wealth Advisors, Inc.$4851
498HFM Investment Advisors, LLC$4851
499ASSETMARK, INC$3791
500Harel Insurance Investments & Financial Services Ltd.$3061
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)2 buy / 2 sell
Congress net ($ bound)−$28.0K to $28.0K
Filers net (actions)not in build
Filers net ($ 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 MOS

RETAINED WINDOW · ACTIVE HITS
Signal hits naming MOS
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for MOS · financials and macro

Financials — as filed PLANNED

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