Public record / Tickers / MP

MP — MP Materials Corp. / DE

Both disclosure regimes on one name: who in Congress filed about MP, 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
1
all PTR rows naming MP
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
05-20
filed 2022-05-20
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

Thomas R. Suozzi · $15.0K–$50.0K

Purchase · traded 2022-05-05 → filed 2022-05-20. Ranked over every MP row by the provable lower bound, never a point estimate.

No member disclosed MP in the trailing 12 months

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

No dated MP rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING MP · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning MP
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2022-05-20Thomas R. Suozzi D–NY-3PurchaseTraded 05-05 +15d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 1 ↗

Members active in MP

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed MP in the trailing 12 months.

Congress ↔ notable managers · MP

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 Bridgewater Associates $5.2M held

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

Merged timeline of congressional filings and notable-manager moves on MP
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Fadd+45,596 sh
2026-05-15Gotham Asset Management 13Ftrim−5,417 sh
2026-05-15Soros Fund Management 13Ftrim−2,926 sh
2026-05-14Caxton Associates 13Ftrim−8,688 sh

4 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 MP for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1Hancock Prospecting Pty Ltd$717M1
2BlackRock, Inc.$712M1
3STATE STREET CORP$357M1
4VANGUARD CAPITAL MANAGEMENT LLC$332M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$327M1
6MORGAN STANLEY$268M1
7Invesco Ltd.$183M1
8UBS Group AG$168M1
9D. E. Shaw & Co., Inc.$152M1
10COOPERMAN LEON G$145M1
11GEODE CAPITAL MANAGEMENT, LLC$122M1
12BANK OF AMERICA CORP /DE/$97.2M1
13DIMENSIONAL FUND ADVISORS LP$90.3M1
14TWO SIGMA INVESTMENTS, LP$72.8M1
15BNP Paribas Asset Management Holding S.A.$64.6M1
16NORTHERN TRUST CORP$53.6M1
17PRINCIPAL FINANCIAL GROUP INC$44.4M1
18FMR LLC$43.4M1
19VANGUARD FIDUCIARY TRUST CO$41.4M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$41.1M1
21VOYA INVESTMENT MANAGEMENT LLC$40.3M1
22BANK OF MONTREAL /CAN/$38.4M1
23ALLIANCEBERNSTEIN L.P.$35.5M1
24Goodlander Investment Management, LLC$32.3M1
25RAYMOND JAMES FINANCIAL INC$30.1M1
26CITIGROUP INC$27.4M1
27UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$26.8M1
28Rokos Capital Management LLP$26.6M1
29VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.5M1
30FIRST TRUST ADVISORS LP$25.0M1
31BAILLIE GIFFORD & CO$21.9M1
32WELLS FARGO & COMPANY/MN$21.5M1
33DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$20.1M1
34Banque Transatlantique SA$19.8M1
35Amundi$18.6M1
36ALPS ADVISORS INC$18.4M1
37LPL Financial LLC$18.3M1
38Nuveen, LLC$17.9M1
39SUSQUEHANNA INTERNATIONAL GROUP, LLP$17.8M1
40PINNACLE ASSOCIATES LTD$17.1M1
41STIFEL FINANCIAL CORP$16.4M1
42AMERICAN CENTURY COMPANIES INC$15.2M1
43ROYAL BANK OF CANADA$14.5M1
44JANE STREET GROUP, LLC$14.3M1
45Aquatic Capital Management LLC$14.1M1
46NAN FUNG TRINITY (HK) Ltd$13.7M1
47Swiss National Bank$13.5M1
48Woodline Partners LP$13.5M1
49Gotham Asset Management, LLC$13.4M1
50Daiwa Securities Group Inc.$13.4M1
51FRONTIER CAPITAL MANAGEMENT CO LLC$13.2M1
52HSBC HOLDINGS PLC$12.7M1
53CITADEL ADVISORS LLC$12.4M1
54CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$12.4M1
55FEDERATED HERMES, INC.$12.4M1
56Cetera Investment Advisers$12.3M1
57Squarepoint Ops LLC$12.0M1
58Private Advisory Group LLC$10.8M1
59Polar Capital Holdings Plc$10.7M1
60BANK OF NOVA SCOTIA$10.6M1
61PEAK6 LLC$10.1M1
62NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$9.3M1
63Legal & General Group Plc$8.9M1
64Caption Management, LLC$8.8M1
65BERNZOTT CAPITAL ADVISORS$8.4M1
66Tidal Investments LLC$8.3M1
67Marex Group Ltd$8.0M1
68Retirement Systems of Alabama$8.0M1
69CREDIT AGRICOLE S A$7.8M1
70Trek Financial, LLC$7.5M1
71Clearbridge Investments, LLC$7.5M1
72FLPUTNAM INVESTMENT MANAGEMENT CO$7.3M1
73SPROTT INC.$6.9M1
74Massar Capital Management, LP$6.8M1
75Quadrature Capital Ltd$6.7M1
76Granahan Investment Management, LLC$6.7M1
77Sicart Associates LLC$6.5M1
78HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$6.5M1
79PANAGORA ASSET MANAGEMENT INC$6.5M1
80Allianz Asset Management GmbH$6.5M1
81XTX Topco Ltd$6.4M1
82Private Advisor Group, LLC$6.3M1
83VANGUARD ASSET MANAGEMENT, Ltd$6.2M1
84Rockefeller Capital Management L.P.$6.2M1
85FRANKLIN RESOURCES INC$6.1M1
86OSAIC HOLDINGS, INC.$6.0M1
87BECK CAPITAL MANAGEMENT, LLC$5.9M1
88Baird Financial Group, Inc.$5.8M1
89MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.7M1
90Universal- Beteiligungs- und Servicegesellschaft mbH$5.6M1
91BROWN ADVISORY INC$5.6M1
92DEUTSCHE BANK AG\$5.4M1
93IMC-Chicago, LLC$5.3M1
94STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$5.3M1
95Bridgewater Associates, LP$5.2M1
96SAPIENT CAPITAL LLC$5.2M1
97MILLENNIUM MANAGEMENT LLC$5.1M1
98STATE OF WISCONSIN INVESTMENT BOARD$5.1M1
99Skylands Capital, LLC$5.0M1
100NEW YORK STATE COMMON RETIREMENT FUND$5.0M1
101Nicholas Investment Partners, LP$5.0M1
102Bank Julius Baer & Co. Ltd, Zurich$5.0M1
103Aberdeen Group plc$4.9M1
104Ghisallo Capital Management LLC$4.8M1
105Deuterium Capital Management, LLC$4.8M1
106Krane Funds Advisors LLC$4.7M1
107Covea Finance$4.7M1
108Vontobel Holding Ltd.$4.4M1
109SWS Partners$4.2M1
110Edgestream Partners, L.P.$4.1M1
111GROUP ONE TRADING LLC$4.0M1
112COMMONWEALTH EQUITY SERVICES, LLC$3.9M1
113Zurcher Kantonalbank (Zurich Cantonalbank)$3.8M1
114Concurrent Investment Advisors, LLC$3.7M1
115BENJAMIN EDWARDS INC$3.7M1
116Gunderson Capital Management LLC$3.3M1
117FIFTH THIRD BANCORP$3.3M1
118D.A. DAVIDSON & CO.$3.3M1
119Stratos Wealth Partners, LTD.$3.2M1
120M&T BANK CORP$3.1M1
121Janus Henderson Group Ltd.$3.1M1
122Vanguard Global Advisers, LLC$3.0M1
123American Trust Investment Advisors, LLC$3.0M1
124ALLIANZ SE$3.0M1
125Clear Street Group Inc.$2.9M1
126STRATEGIC PLANNING GROUP, LLC$2.8M1
127Creative Planning$2.7M1
128ENVESTNET ASSET MANAGEMENT INC$2.7M1
129Riggs Asset Managment Co. Inc.$2.6M1
130Benchmark Investment Advisors LLC$2.5M1
131SEI INVESTMENTS CO$2.5M1
132MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.5M1
133State of New Jersey Common Pension Fund D$2.5M1
134FirstWave Capital Management LLC$2.4M1
135Kestra Advisory Services, LLC$2.3M1
136RFG Advisory, LLC$2.2M1
137Calamos Advisors LLC$2.2M1
138Venture Visionary Partners LLC$2.2M1
139Cresset Asset Management, LLC$2.2M1
140MARCO INVESTMENT MANAGEMENT LLC$2.2M1
141Holocene Advisors, LP$2.2M1
142HighTower Advisors, LLC$2.2M1
143SIMON QUICK ADVISORS, LLC$2.1M1
144WINTON GROUP Ltd$2.1M1
145Quantinno Capital Management LP$2.0M1
146Tandem Financial, LLC$2.0M1
147JT Stratford LLC$2.0M1
148Pathstone Holdings, LLC$2.0M1
149Walnut Level Capital LLC$1.9M1
150TICINO WEALTH$1.9M1
151Arizona State Retirement System$1.9M1
152GATEWAY INVESTMENT ADVISERS LLC$1.9M1
153GREAT VALLEY ADVISOR GROUP, INC.$1.8M1
154US BANCORP \DE\$1.8M1
155DANSKE BANK A/S$1.8M1
156MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.8M1
157COMMONS CAPITAL, LLC$1.8M1
158Vanguard Investments Australia, Ltd.$1.7M1
159Texas Yale Capital Corp.$1.7M1
160Savvy Advisors, Inc.$1.7M1
161Corient Private Wealth LLC$1.7M1
162OneDigital Investment Advisors LLC$1.6M1
163SBI Okasan Asset Management Co.Ltd.$1.6M1
164COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.6M1
165BLUE JEAN FINANCIAL LLC$1.6M1
166Finivi Inc.$1.6M1
167STATE OF MICHIGAN RETIREMENT SYSTEM$1.6M1
168TWINBEECH CAPITAL LP$1.5M1
169FIL Ltd$1.5M1
170KLP KAPITALFORVALTNING AS$1.5M1
171Cadent Capital Advisors, LLC$1.5M1
172HITE Hedge Asset Management LLC$1.5M1
173CoreCommodity Management, LLC$1.5M1
174NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.5M1
175ADAGE CAPITAL PARTNERS GP, L.L.C.$1.4M1
176AQR CAPITAL MANAGEMENT LLC$1.4M1
177CANTOR FITZGERALD, L. P.$1.4M1
178Capula Management Ltd$1.4M1
179Vident Advisory, LLC$1.4M1
180Bleakley Financial Group, LLC$1.4M1
181NATIONAL BANK OF CANADA /FI/$1.4M1
182Cerity Partners LLC$1.3M1
183180 WEALTH ADVISORS, LLC$1.3M1
184OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.3M1
185LBP AM SA$1.3M1
186DnB Asset Management AS$1.3M1
187COMMERCE BANK$1.3M1
188PVG ASSET MANAGEMENT CORP$1.2M1
189PINKERTON WEALTH, LLC$1.2M1
190Vanguard Personalized Indexing Management, LLC$1.2M1
191Susquehanna Portfolio Strategies, LLC$1.2M1
192Eagle Strategies LLC$1.2M1
193CAPITAL FINANCIAL GROUP INC\CO\ /ADV$1.2M1
194Regal Partners Ltd$1.1M1
195MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$1.1M1
196Pictet Asset Management Holding SA$1.1M1
197EVERGREEN CAPITAL MANAGEMENT LLC$1.1M1
198GUGGENHEIM CAPITAL LLC$1.1M1
199Delta Investment Management, LLC$1.1M1
200MRP Capital Investments, LLC$1.1M1
201ALPINE WOODS CAPITAL INVESTORS, LLC$1.1M1
202Old West Investment Management, LLC$1.1M1
203Shay Capital LLC$1.1M1
204Polymer Capital Management (HK) LTD$1.0M1
205ALEXANDER LABRUNERIE & CO., INC.$1.0M1
206BBR PARTNERS, LLC$1.0M1
207Graham Capital Management, L.P.$1.0M1
208Regal Investment Advisors LLC$994K1
209Summit Trail Advisors, LLC$970K1
210NOMURA HOLDINGS INC$968K1
211INDEPENDENT FINANCIAL GROUP, LLC$965K1
212ARS Investment Partners, LLC$964K1
213Snowden Capital Advisors LLC$931K1
214OpenArc Corporate Advisory, LLC$918K1
215MADDEN SECURITIES Corp$912K1
216Cypress Capital Management LLC (WY)$901K1
217Composition Wealth, LLC$886K1
218PIER 88 INVESTMENT PARTNERS LLC$849K1
219NewEdge Advisors, LLC$816K1
220FOUNDATIONS INVESTMENT ADVISORS, LLC$809K1
221Engineers Gate Manager LP$808K1
222XPONANCE LLC$799K1
223Man Group plc$799K1
224WULFF, HANSEN & CO.$794K1
225SLT Holdings LLC$789K1
226WESTWOOD HOLDINGS GROUP INC$784K1
227ION Fund Management Ltd$783K1
228Savant Capital, LLC$772K1
229PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$747K1
230Trask Adam Roland$747K1
231Sigma Planning Corp$746K1
232FCG Investment Co$736K1
233DAVENPORT & Co LLC$733K1
234ARDSLEY ADVISORY PARTNERS LP$724K1
235Guardian Partners Inc.$721K1
236MONECO ADVISORS, LLC$718K1
237Wealthfront Advisers LLC$701K1
238SeaCrest Wealth Management, LLC$692K1
239OP Asset Management Ltd$682K1
240INSIGNEO ADVISORY SERVICES, LLC$678K1
241INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$672K1
242Activest Wealth Management$669K1
243Kingsview Wealth Management, LLC$664K1
244Patriot Financial Group Insurance Agency, LLC$664K1
245MOODY NATIONAL BANK TRUST DIVISION$661K1
246MAI Capital Management$648K1
247Pinpoint Asset Management (Singapore) Pte. Ltd.$646K1
248Alan B Lancz & Associates, Inc.$644K1
249BOURGEON CAPITAL MANAGEMENT LLC$642K1
250Steward Partners Investment Advisory, LLC$640K1
251Wedmont Private Capital$639K1
252WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$625K1
253KESTRA PRIVATE WEALTH SERVICES, LLC$623K1
254Tripletail Wealth Management, LLC$623K1
255Empowered Funds, LLC$620K1
256HB Wealth Management, LLC$609K1
257QUADRANT CAPITAL GROUP LLC$609K1
258BLAIR WILLIAM & CO/IL$603K1
259Redhawk Wealth Advisors, Inc.$593K1
260Kraft, Davis & Associates, LLC$589K1
261Summit Financial, LLC$574K1
262Banque Cantonale Vaudoise$559K1
263OPPENHEIMER & CO INC$552K1
264Kovack Advisors, Inc.$546K1
265J. Safra Sarasin Holding AG$545K1
266&PARTNERS$544K1
267WMS Group LLC$529K1
268Vestmark Advisory Solutions, Inc.$522K1
269Union Bancaire Privee, UBP SA$522K1
270STABLEFORD CAPITAL II LLC$513K1
271CANADA PENSION PLAN INVESTMENT BOARD$503K1
272Haven Private, LLC$499K1
273MERCER GLOBAL ADVISORS INC /ADV$485K1
274Aegis Wealth Management LLC$483K1
275Cornerstone Wealth Management, LLC$483K1
276Tower Research Capital LLC (TRC)$483K1
277Hollow Brook Wealth Management LLC$483K1
278SECURIAN ASSET MANAGEMENT, INC$479K1
279BankChampaign, National Association$477K1
280Hilltop Holdings Inc.$475K1
281Inspire Investing, LLC$470K1
282OXFORD ASSET MANAGEMENT LLP$466K1
283Sanctuary Advisors, LLC$463K1
284SHEETS SMITH WEALTH MANAGEMENT$456K1
285SOROS FUND MANAGEMENT LLC$456K1
286Ensign Peak Advisors, Inc$454K1
287Focus Partners Wealth$451K1
288HUB Investment Partners, LLC$448K1
289VARCOV Co.$444K1
290Swiss Life Asset Management Ltd$443K1
291Beacon Pointe Advisors, LLC$437K1
292Game Creek Capital, LP$434K1
293Federation des caisses Desjardins du Quebec$433K1
294CHIRON CAPITAL MANAGEMENT, LLC$425K1
295ALTFEST L J & CO INC$420K1
296Stonehage Fleming Financial Services Holdings Ltd$419K1
297Mariner, LLC$415K1
298Sunpointe, LLC$412K1
299MGO ONE SEVEN LLC$409K1
300Mutual Advisors, LLC$408K1
301Odyssean, LLC$405K1
302Fortis Group Advisors, LLC$404K1
303Ausdal Financial Partners, Inc.$403K1
304Horst & Graben Wealth Management LLC$401K1
305Laird Norton Wetherby Trust Company, LLC$400K1
306PRUDENTIAL FINANCIAL INC$398K1
307CHESAPEAKE CAPITAL CORP /IL/$397K1
308J. Goldman & Co LP$396K1
309Crossmark Global Holdings, Inc.$384K1
310CAPSTONE INVESTMENT ADVISORS, LLC$384K1
311Blackstone Inc.$378K1
312AE Wealth Management LLC$374K1
313Veracity Capital LLC$374K1
314Sovereign Financial Group, Inc.$371K1
315Prospera Financial Services Inc$369K1
316Utah Retirement Systems$365K1
317CMC Financial Group$362K1
318Orion Porfolio Solutions, LLC$356K1
319O'SHAUGHNESSY ASSET MANAGEMENT, LLC$354K1
320CAPITAL ADVISORS INC/OK$344K1
321GILDER GAGNON HOWE & CO LLC$341K1
322Menard Financial Group LLC$340K1
323F/m Investments LLC$336K1
324Ballentine Partners, LLC$335K1
325CHOREO, LLC$329K1
326TCFG WEALTH MANAGEMENT, LLC$328K1
327TCFG Investment Advisors, LLC$328K1
328CIBC Asset Management Inc$323K1
329MITCHELL MCLEOD PUGH & WILLIAMS INC$321K1
330Maryland State Retirement & Pension System$314K1
331STEPHENS INC /AR/$313K1
332Synergy Asset Management, LLC$312K1
333Crumly & Associates Inc.$310K1
334LAUREL OAK WEALTH MANAGEMENT, LLC$309K1
335Net Worth Advisory Group$295K1
336PFG Investments, LLC$294K1
337CAXTON ASSOCIATES LLP$294K1
338Clear Creek Financial Management, LLC$287K1
339Rakuten Securities, Inc.$286K1
340All Terrain Financial Advisors, LLC$285K1
341IHT Wealth Management, LLC$279K1
342GUARDIAN INVESTMENT MANAGEMENT$277K1
343Great Waters Wealth Management$277K1
344Counterpoint Mutual Funds LLC$276K1
345Equitable Holdings, Inc.$273K1
346TWO SIGMA SECURITIES, LLC$264K1
347Allworth Financial LP$262K1
348Valtrion Capital Management, LLC$262K1
349ProShare Advisors LLC$261K1
350Cladis Investment Advisory, LLC$261K1
351MOR Wealth Management, LLC$261K1
352NFSG Corp$260K1
353AIRE ADVISORS, LLC$260K1
354Fielder Capital Group LLC$258K1
355Brooklyn Investment Group$256K1
356Independent Advisor Alliance$255K1
357Jefferies Financial Group Inc.$250K1
358CALTON & ASSOCIATES, INC.$248K1
359Perigon Wealth Management, LLC$245K1
360Apollon Wealth Management, LLC$245K1
361CWM, LLC$244K1
362Merit Financial Group, LLC$241K1
363SNS Financial Group, LLC$241K1
364DDD Partners, LLC$240K1
365Ameritas Advisory Services, LLC$239K1
366Pilgrim Partners Asia Pte Ltd$233K1
367SCOTIA CAPITAL INC.$233K1
368COLDSTREAM CAPITAL MANAGEMENT INC$230K1
369Frank, Rimerman Advisors LLC$230K1
370INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$229K1
371Vectors Research Management, LLC$227K1
372Phoenix Financial Ltd.$227K1
373Krilogy Financial LLC$226K1
374GLENMEDE TRUST CO NA$222K1
375VAN ECK ASSOCIATES CORP$221K1
376JOURNEY STRATEGIC WEALTH LLC$221K1
377Diversified Trust Co$217K1
378Corigliano Investment Advisers, LLC$217K1
379Estate Planners Group, LLC$215K1
380Waverly Advisors, LLC$209K1
381Magnetar Financial LLC$209K1
382Inspire Advisors, LLC$206K1
383Gladstone Institutional Advisory LLC$206K1
384QRG CAPITAL MANAGEMENT, INC.$205K1
385IMG Wealth Management, Inc.$205K1
386CWA Asset Management Group, LLC$203K1
387Pinnacle Financial Partners, Inc.$203K1
388Lido Advisors, LLC$201K1
389Moors & Cabot, Inc.$201K1
390Advisors Asset Management, Inc.$200K1
391Signature Equity Partners, LLC$192K1
392SIGNATUREFD, LLC$189K1
393Geneos Wealth Management Inc.$183K1
394CENTRAL TRUST Co$176K1
395BROWN, LISLE/CUMMINGS, INC.$171K1
396Havemeyer Place LP$126K1
397BAMCO INC /NY/$118K1
398EFG International AG$111K1
399Walleye Capital LLC$106K1
400Trifecta Capital Advisors, LLC$106K1
401ASSETMARK, INC$86.8K1
402Larson Financial Group LLC$77.7K1
403RiverPark Advisors, LLC$76.7K1
404Eurizon Capital SGR S.p.A.$70.6K1
405TD Waterhouse Canada Inc.$66.1K1
406Costello Asset Management, INC$62.7K1
407Quarry LP$62.2K1
408UMB Bank, n.a.$53.0K1
409Caitong International Asset Management Co., Ltd$50.8K1
410Parkside Financial Bank & Trust$50.4K1
411STANCE CAPITAL LLC$48.8K1
412LGT Financial Advisors LLC$48.3K1
413Smartleaf Asset Management LLC$47.2K1
414Atlantic Edge Private Wealth Management, LLC$47.1K1
415Blue Trust, Inc.$45.4K1
416Hickory Point Bank & Trust$43.4K1
417Legacy Bridge, LLC$41.0K1
418WOLFF WIESE MAGANA LLC$38.9K1
419Spire Wealth Management$38.3K1
420PETERSON WEALTH MANAGEMENT$35.0K1
421Founders Capital Management$33.8K1
422State of Wyoming$32.9K1
423Hilltop National Bank$29.0K1
424Transamerica Financial Advisors, LLC$28.7K1
425MATHER GROUP, LLC.$27.2K1
426FINANCIAL CONSULATE, INC$26.9K1
427Opal Wealth Advisors, LLC$25.9K1
428Ameliora Wealth Management Ltd.$25.3K1
429ISLAY CAPITAL MANAGEMENT, LLC$25.1K1
430REAP Financial Group, LLC$24.9K1
431Elequin Capital, LP$24.3K1
432Pinnacle Wealth Planning Services, Inc.$21.6K1
433SHP Wealth Management$20.7K1
434WealthCollab, LLC$20.5K1
435SALEM INVESTMENT COUNSELORS INC$19.1K1
436Caitlin John, LLC$18.3K1
437MCGUIRE CAPITAL ADVISORS INC$15.4K1
438MONTAG A & ASSOCIATES INC$14.9K1
439Kemnay Advisory Services Inc.$14.5K1
440TOTH FINANCIAL ADVISORY CORP$14.5K1
441SUMMIT SECURITIES GROUP LLC$14.5K1
442Avalon Trust Co$14.5K1
443N.E.W. Advisory Services LLC$13.7K1
444AMERIFLEX GROUP, INC.$12.8K1
445Bank of New Hampshire$12.8K1
446CALDWELL SUTTER CAPITAL, INC.$11.6K1
447Hurley Capital, LLC$11.6K1
448Crewe Advisors LLC$9.7K1
449Stone House Investment Management, LLC$9.5K1
450ARMSTRONG ADVISORY GROUP, INC$9.0K1
451Atlantic Union Bankshares Corp$8.9K1
452Dogwood Wealth Management LLC$8.9K1
453Scarborough Advisors, LLC$8.4K1
454Prestige Wealth Management Group LLC$8.3K1
455Sachetta, LLC$7.5K1
456WPG Advisers, LLC$7.5K1
457HHM Wealth Advisors, LLC$7.2K1
458Berbice Capital Management LLC$7.2K1
459MCF Advisors LLC$6.5K1
460Investors Research Corp$6.5K1
461COUNTRY TRUST BANK$6.3K1
462FARMERS & MERCHANTS INVESTMENTS INC$5.8K1
463NEW YORK STATE TEACHERS RETIREMENT SYSTEM$5.1K1
464Aster Capital Management (DIFC) Ltd$4.9K1
465MEEDER ASSET MANAGEMENT INC$4.8K1
466MV CAPITAL MANAGEMENT, INC.$4.7K1
467Groupe la Francaise$4.3K1
468Glen Eagle Advisors, LLC$4.1K1
469ALGERT GLOBAL LLC$4.0K1
470MidFirst Bank$3.9K1
471CNB Bank$3.8K1
472Bangor Savings Bank$3.6K1
473Richard W. Paul & Associates, LLC$3.4K1
474SWAN Capital LLC$3.3K1
475Kennebec Savings Bank$3.3K1
476Bell Investment Advisors, Inc$3.2K1
477Treasurer of the State of North Carolina$2.9K1
478Wealth Enhancement Trust Services, Inc.$2.6K1
479South Dakota Investment Council$2.5K1
480EVERMAY WEALTH MANAGEMENT LLC$2.4K1
481Security National Bank$2.4K1
482POM Investment Strategies, LLC$2.4K1
483JFS WEALTH ADVISORS, LLC$2.4K1
484Annis Gardner Whiting Capital Advisors, LLC$2.4K1
485SouthState Bank Corp$2.1K1
486PARK AVENUE SECURITIES LLC$2.1K1
487Virtu Financial LLC$1.8K1
488HighMark Wealth Management LLC$1.7K1
489THRIVENT FINANCIAL FOR LUTHERANS$1.5K1
490Independence Bank of Kentucky$1.2K1
491Rachor Investment Advisory Services, LLC$1.2K1
492Cromwell Holdings LLC$1.1K1
493EVOLUTION WEALTH MANAGEMENT INC.$9651
494Private Wealth Management Group, LLC$9171
495Retirement Wealth Solutions LLC$8691
496Kilter Group LLC$8211
497DiNuzzo Private Wealth, Inc.$7731
498State of Alaska, Department of Revenue$6531
499SJS Investment Consulting Inc.$5801
500True Wealth Design, LLC$4831
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)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ 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 MP

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for MP · financials and macro

Financials — as filed PLANNED

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