Public record / Tickers / MTD

MTD — METTLER TOLEDO INTERNATIONAL INC/

Both disclosure regimes on one name: who in Congress filed about MTD, 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
13
all PTR rows naming MTD
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
01-13
filed 2026-01-13
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

Susan M. Collins · $15.0K–$50.0K

Purchase · traded 2015-01-13 → filed 2015-01-29. Ranked over every MTD 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.

5 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

6 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. 6 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING MTD · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning MTD
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-01-13Julia Letlow R–LA-5SaleTraded 2025-12-08 +36d$1K–$15K
2026-01-13Julia Letlow R–LA-5PurchaseTraded 2025-07-25 LATE·172d$1K–$15K
2026-01-13Julia Letlow R–LA-5PurchaseTraded 2024-12-18 LATE·391d$1K–$15K
2025-05-31Robert P. Bresnahan, Jr. R–PA-8PurchaseTraded 05-15 +16d$1K–$15K
2025-05-14Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 04-01 +43d$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 13 ↗

Members active in MTD

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing MTD 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.
Julia Letlow R–LA-51−$15.0K to −$1.0K2

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

Congress ↔ notable managers · MTD

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

Trimming
1 Fundsmith $717M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · METTLER TOLEDO INTERNATIONAL

Merged timeline of congressional filings and notable-manager moves on MTD
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Fadd+4,660 sh
2026-05-15Gotham Asset Management 13Fadd+2,678 sh
2026-05-15Fundsmith 13Ftrim−11,991 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 MTD for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.2B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.7B1
3Capital International Investors$1.4B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$1.3B1
5STATE STREET CORP$1.2B1
6ALLIANCEBERNSTEIN L.P.$1.1B1
7Bank of New York Mellon Corp$887M1
8GEODE CAPITAL MANAGEMENT, LLC$762M1
9Fundsmith LLP$717M1
10MORGAN STANLEY$616M1
11PineStone Asset Management Inc.$407M1
12Fiera Capital Corp$396M1
13Invesco Ltd.$358M1
14UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$304M1
15NORTHERN TRUST CORP$286M1
16FUNDSMITH INVESTMENT SERVICES LTD.$281M1
17PRINCIPAL FINANCIAL GROUP INC$278M1
18BARCLAYS PLC$265M1
19BANK OF AMERICA CORP /DE/$261M1
20FRANKLIN RESOURCES INC$247M1
21Legal & General Group Plc$235M1
22Amundi$216M1
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$204M1
24MASSACHUSETTS FINANCIAL SERVICES CO /MA/$201M1
25NORDEA INVESTMENT MANAGEMENT AB$195M1
26TD ASSET MANAGEMENT INC$193M1
27DEUTSCHE BANK AG\$174M1
28ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$170M1
29BAMCO INC /NY/$169M1
30VANGUARD FIDUCIARY TRUST CO$144M1
31DIMENSIONAL FUND ADVISORS LP$134M1
32UBS Group AG$129M1
33Epoch Investment Partners, Inc.$118M1
34CITIGROUP INC$117M1
35HSBC HOLDINGS PLC$117M1
36AustralianSuper Pty Ltd$95.7M1
37D. E. Shaw & Co., Inc.$92.2M1
38Champlain Investment Partners, LLC$88.5M1
39Nuveen, LLC$86.8M1
40AQR CAPITAL MANAGEMENT LLC$76.0M1
41CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$75.7M1
42Swiss National Bank$75.6M1
43WELCH & FORBES LLC$74.2M1
44CITADEL ADVISORS LLC$73.2M1
45FMR LLC$70.0M1
46Life Cycle Investment Partners Ltd$65.0M1
47EVENTIDE ASSET MANAGEMENT, LLC$64.0M1
48BALYASNY ASSET MANAGEMENT L.P.$60.5M1
49Mitsubishi UFJ Asset Management Co., Ltd.$59.0M1
50ROYAL BANK OF CANADA$58.5M1
51Ensign Peak Advisors, Inc$57.6M1
52WELLINGTON MANAGEMENT GROUP LLP$57.4M1
53Vanguard Global Advisers, LLC$56.1M1
54Sumitomo Mitsui Trust Group, Inc.$55.4M1
55BNP Paribas Asset Management Holding S.A.$53.5M1
56RHUMBLINE ADVISERS$53.0M1
57STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$52.3M1
58FIL Ltd$48.0M1
59VANGUARD ASSET MANAGEMENT, Ltd$46.8M1
60DAVIS R M INC$46.6M1
61National Pension Service$46.4M1
62CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$45.1M1
63SEI INVESTMENTS CO$44.8M1
64JUPITER ASSET MANAGEMENT LTD$43.6M1
65HighTower Advisors, LLC$42.8M1
66ROYAL LONDON ASSET MANAGEMENT LTD$40.5M1
67SCHRODER INVESTMENT MANAGEMENT GROUP$39.5M1
68AMERIPRISE FINANCIAL INC$39.0M1
69Mitsubishi UFJ Trust & Banking Corp$37.8M1
70Point72 Asset Management, L.P.$36.3M1
71Vinva Investment Management Ltd$34.6M1
72PFA Pension, Forsikringsaktieselskab$33.5M1
73BANK OF MONTREAL /CAN/$32.8M1
74BLAIR WILLIAM & CO/IL$32.3M1
75HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$30.6M1
76Capital International, Inc./CA/$29.4M1
77Seilern Investment Management Ltd$28.4M1
78Capital International Sarl$28.1M1
79NISSAY ASSET MANAGEMENT CORP /JAPAN$28.0M1
80Swedbank AB$27.8M1
81Hudson Bay Capital Management LP$27.7M1
82VOYA INVESTMENT MANAGEMENT LLC$27.6M1
83Quantinno Capital Management LP$27.4M1
84MANUFACTURERS LIFE INSURANCE COMPANY, THE$27.2M1
85Candriam S.C.A.$27.1M1
86Aberdeen Group plc$26.6M1
87Pictet Asset Management Holding SA$26.5M1
88Aware Super Pty Ltd as trustee of Aware Super$26.4M1
89Asset Management One Co., Ltd.$25.8M1
90TEACHER RETIREMENT SYSTEM OF TEXAS$24.1M1
91STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$23.2M1
92Universal- Beteiligungs- und Servicegesellschaft mbH$22.3M1
93Daiwa Securities Group Inc.$22.0M1
94Robeco Schweiz AG$21.3M1
95NICHOLAS COMPANY, INC.$19.1M1
96Korea Investment CORP$18.0M1
97FIRST TRUST ADVISORS LP$17.7M1
98PARNASSUS INVESTMENTS, LLC$17.5M1
99ENVESTNET ASSET MANAGEMENT INC$17.3M1
100FRONTIER CAPITAL MANAGEMENT CO LLC$16.8M1
101GRANDFIELD & DODD, LLC$16.7M1
102MILLENNIUM MANAGEMENT LLC$16.6M1
103Rockefeller Capital Management L.P.$16.3M1
104Assenagon Asset Management S.A.$16.2M1
105SEB Asset Management AB$15.9M1
106NATIXIS$15.9M1
107FIDUCIARY TRUST CO$15.8M1
108Amanah Holdings Trust$15.1M1
109Carnegie Investment Counsel$14.9M1
110CAPITAL INTERNATIONAL LTD /CA/$14.7M1
111VICTORY CAPITAL MANAGEMENT INC$14.2M1
112STATE OF WISCONSIN INVESTMENT BOARD$14.2M1
113CANADA PENSION PLAN INVESTMENT BOARD$13.9M1
114Zurcher Kantonalbank (Zurich Cantonalbank)$13.5M1
115APG Asset Management N.V.$13.3M1
116PRUDENTIAL FINANCIAL INC$13.2M1
117L. Roy Papp & Associates, LLP$13.2M1
118Chevy Chase Trust Holdings, LLC$13.2M1
119Select Equity Group, L.P.$12.8M1
120Eurizon Capital SGR S.p.A.$12.8M1
121Vanguard Investments Australia, Ltd.$12.8M1
122NATIONAL BANK OF CANADA /FI/$12.1M1
123Longaeva Partners L.P.$11.7M1
124Engineers Gate Manager LP$11.6M1
125NISA INVESTMENT ADVISORS, LLC$11.4M1
126NORTH POINT PORTFOLIO MANAGERS CORP/OH$11.1M1
127Sone Capital Management, LLC$10.9M1
128BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$10.7M1
129RENAISSANCE TECHNOLOGIES LLC$10.5M1
130RAYMOND JAMES FINANCIAL INC$10.3M1
131KLP KAPITALFORVALTNING AS$10.0M1
132Robeco Institutional Asset Management B.V.$9.9M1
133Edgestream Partners, L.P.$9.9M1
134NOMURA ASSET MANAGEMENT CO LTD$9.5M1
135LPL Financial LLC$9.2M1
136Illinois Municipal Retirement Fund$9.1M1
137DANSKE BANK A/S$9.1M1
138CREDIT AGRICOLE S A$9.0M1
139Man Group plc$9.0M1
140State of New Jersey Common Pension Fund D$8.8M1
141BLI - Banque de Luxembourg Investments$8.8M1
142ADAGE CAPITAL PARTNERS GP, L.L.C.$8.7M1
143WELLS FARGO & COMPANY/MN$8.5M1
144Solidarity Wealth, LLC$8.5M1
145Tredje AP-fonden$8.5M1
146Lansforsakringar Fondforvaltning AB (publ)$8.4M1
147FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$8.2M1
148CIBC Bancorp USA Inc.$8.1M1
149Resona Asset Management Co.,Ltd.$8.1M1
150Creative Planning$8.0M1
151SG Capital Management LLC$8.0M1
152KEYBANK NATIONAL ASSOCIATION/OH$7.8M1
153TORONTO DOMINION BANK$7.7M1
154Slow Capital, Inc.$7.6M1
155Crown Oak Advisors, LLC$7.6M1
156Clearbridge Investments, LLC$7.5M1
157LBP AM SA$7.4M1
158AMERICAN CENTURY COMPANIES INC$7.3M1
159Swiss Life Asset Management Ltd$7.2M1
160Arizona State Retirement System$7.0M1
161Czech National Bank$7.0M1
162Crossmark Global Holdings, Inc.$6.9M1
163BEACON INVESTMENT ADVISORY SERVICES, INC.$6.8M1
164STATE OF MICHIGAN RETIREMENT SYSTEM$6.7M1
165Oxbow Advisors, LLC$6.6M1
166Bridgewater Associates, LP$6.5M1
167Corient Private Wealth LLC$6.3M1
168XPONANCE LLC$6.2M1
169CIBC Asset Management Inc$6.1M1
170COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$6.0M1
171USS Investment Management Ltd$6.0M1
172Voleon Capital Management LP$5.7M1
173Taproot Management LP$5.7M1
174DnB Asset Management AS$5.6M1
175Mirae Asset Global Investments Co., Ltd.$5.6M1
176Cerity Partners LLC$5.5M1
177ProShare Advisors LLC$5.5M1
178Retirement Systems of Alabama$5.4M1
179FIFTH THIRD BANCORP$5.3M1
180Focus Partners Wealth$5.3M1
181AZZAD ASSET MANAGEMENT INC /ADV$5.2M1
182Andra AP-fonden$5.1M1
183Gotham Asset Management, LLC$5.1M1
184CAPITOLIS LIQUID GLOBAL MARKETS LLC$5.0M1
185Mariner, LLC$4.9M1
186IFM Investors Pty Ltd$4.9M1
187TD Waterhouse Canada Inc.$4.8M1
188ODDO BHF ASSET MANAGEMENT SAS$4.7M1
189O'SHAUGHNESSY ASSET MANAGEMENT, LLC$4.7M1
190AIA Group Ltd$4.6M1
191Allianz Asset Management GmbH$4.6M1
192BANK OF NOVA SCOTIA$4.6M1
193BURNEY CO/$4.4M1
194MACKENZIE FINANCIAL CORP$4.4M1
195Covea Finance$4.4M1
196M&T BANK CORP$4.4M1
197NEW YORK LIFE INVESTMENT MANAGEMENT LLC$4.3M1
198Vanguard Personalized Indexing Management, LLC$4.2M1
199Utah Retirement Systems$4.2M1
200SALEM INVESTMENT COUNSELORS INC$4.2M1
201PUBLIC SECTOR PENSION INVESTMENT BOARD$4.1M1
202Silvant Capital Management LLC$4.1M1
203OMERS ADMINISTRATION Corp$4.0M1
204Inspire Investing, LLC$3.8M1
205Pathstone Holdings, LLC$3.7M1
206Janus Henderson Group Ltd.$3.6M1
207BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.6M1
208SeaBridge Investment Advisors LLC$3.5M1
209MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.5M1
210NEOS Investment Management LLC$3.5M1
211Empowered Funds, LLC$3.4M1
212Sumitomo Mitsui DS Asset Management Company, Ltd$3.4M1
213Tidal Investments LLC$3.3M1
214YOUSIF CAPITAL MANAGEMENT, LLC$3.3M1
215ASR Vermogensbeheer N.V.$3.3M1
216PARSONS CAPITAL MANAGEMENT INC/RI$3.3M1
217Railway Pension Investments Ltd$3.2M1
218Pinnacle Financial Partners, Inc.$3.2M1
219Capital Group Investment Management Pte. Ltd.$3.2M1
220SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.1M1
221OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.0M1
222Ethic Inc.$2.9M1
223UniSuper Management Pty Ltd$2.9M1
224FIRST MANHATTAN CO. LLC.$2.9M1
225US BANCORP \DE\$2.8M1
226Linden Thomas Advisory Services, LLC$2.8M1
227BROWN ADVISORY INC$2.8M1
228Evercore Wealth Management, LLC$2.7M1
229MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.7M1
230Federation des caisses Desjardins du Quebec$2.7M1
231OP Asset Management Ltd$2.7M1
232ABN AMRO INVESTMENT SOLUTIONS$2.7M1
233Meiji Yasuda Asset Management Co Ltd.$2.6M1
234Metis Global Partners, LLC$2.6M1
235Bell Asset Management Ltd$2.5M1
236CIBC WORLD MARKET INC.$2.5M1
237SUVRETTA CAPITAL MANAGEMENT, LLC$2.5M1
238Knollwood Investment Advisory, LLC$2.4M1
239TWO SIGMA INVESTMENTS, LP$2.4M1
240STIFEL FINANCIAL CORP$2.4M1
241World Investment Advisors$2.4M1
242Jefferies Financial Group Inc.$2.1M1
243Wealthfront Advisers LLC$2.1M1
244LECAP ASSET MANAGEMENT LTD$2.1M1
245Generali Asset Management SPA SGR$2.0M1
246EVOKE WEALTH, LLC$2.0M1
247Choate Investment Advisors$2.0M1
248Rafferty Asset Management, LLC$2.0M1
249Bank Julius Baer & Co. Ltd, Zurich$2.0M1
250MACQUARIE GROUP LTD$1.9M1
251Advisors Asset Management, Inc.$1.9M1
252Cetera Investment Advisers$1.9M1
253Investment Management Corp of Ontario$1.8M1
254BRADLEY FOSTER & SARGENT INC/CT$1.8M1
255Laird Norton Wetherby Trust Company, LLC$1.8M1
256WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.7M1
257Summit Trail Advisors, LLC$1.7M1
258Roundview Capital LLC$1.7M1
259Palisade Asset Management, LLC$1.6M1
260Snowden Capital Advisors LLC$1.6M1
261Procyon Advisors, LLC$1.6M1
262ALBERT D MASON INC$1.6M1
263Avanza Fonder AB$1.6M1
264Banque Cantonale Vaudoise$1.6M1
265FULTON BANK, N.A.$1.6M1
266MIZUHO SECURITIES USA LLC$1.6M1
267Vident Advisory, LLC$1.5M1
268Norinchukin Bank, The$1.5M1
269AG2R LA MONDIALE GESTION D'ACTIFS$1.5M1
270CWM, LLC$1.5M1
271Global X Japan Co., Ltd.$1.4M1
272Pacific Point Advisors, LLC$1.4M1
273OFI INVEST ASSET MANAGEMENT$1.4M1
274TRUIST FINANCIAL CORP$1.4M1
275COMMERCE BANK$1.4M1
276AXQ CAPITAL, LP$1.4M1
277MERCER GLOBAL ADVISORS INC /ADV$1.4M1
278MML INVESTORS SERVICES, LLC$1.4M1
279Sequoia Financial Advisors, LLC$1.3M1
280UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.3M1
281Diversified Trust Co$1.3M1
282North Dakota State Investment Board$1.3M1
283Maryland State Retirement & Pension System$1.3M1
284JANE STREET GROUP, LLC$1.3M1
285Aquatic Capital Management LLC$1.3M1
286Baird Financial Group, Inc.$1.3M1
287Beacon Pointe Advisors, LLC$1.3M1
288INTECH INVESTMENT MANAGEMENT LLC$1.3M1
289PARAGON CAPITAL MANAGEMENT INC$1.3M1
290Wealthspire Advisors, LLC$1.2M1
291Merit Financial Group, LLC$1.2M1
292Atria Investments, Inc$1.2M1
293Allspring Global Investments Holdings, LLC$1.2M1
294Capital Group Private Client Services, Inc.$1.2M1
295PATRON PARTNERS, LLC$1.1M1
296MONTAG A & ASSOCIATES INC$1.1M1
297Callan Family Office, LLC$1.1M1
298MISSION WEALTH MANAGEMENT, LP$1.1M1
299GLENMEDE TRUST CO NA$1.1M1
300MUFG Securities EMEA plc$1.1M1
301VARCOV Co.$1.0M1
302TOKIO MARINE ASSET MANAGEMENT CO LTD$1.0M1
303Sierra Legacy Group$1.0M1
304MOODY LYNN LIEBERSON & WALKER, LLC$1.0M1
305ASSETMARK, INC$1.0M1
306Woodline Partners LP$1.0M1
307QUADRANT CAPITAL GROUP LLC$998K1
308Glenview Trust Co$996K1
309Abundance Wealth Counselors$989K1
310Lombard Odier Asset Management (Switzerland) SA$985K1
311Empirical Finance, LLC$974K1
312Morningstar Investment Management LLC$957K1
313Saudi Central Bank$951K1
314OSAIC HOLDINGS, INC.$940K1
315Kintegral Advisory, LLC$933K1
316COMMONWEALTH EQUITY SERVICES, LLC$901K1
317Sterling Capital Management LLC$880K1
318GUYASUTA INVESTMENT ADVISORS INC$874K1
319WINTON GROUP Ltd$858K1
320Axiom Investment Management LLC$853K1
321Atom Investors LP$849K1
322NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$821K1
323Quantbot Technologies LP$817K1
324Savant Capital, LLC$792K1
325Values First Advisors, Inc.$789K1
326QRG CAPITAL MANAGEMENT, INC.$788K1
327STOREBRAND ASSET MANAGEMENT AS$787K1
328BROWN, LISLE/CUMMINGS, INC.$779K1
329FULLER & THALER ASSET MANAGEMENT, INC.$779K1
330Atlantic Union Bankshares Corp$776K1
331Qsemble Capital Management, LP$769K1
332NANO CAP NEW MILLENNIUM GROWTH FUND L P$757K1
333Dai-ichi Life Insurance Company, Ltd$754K1
334Advisory Advocates, LLC$750K1
335Brooklyn Investment Group$740K1
336S-Bank Fund Management Ltd$729K1
337MUFG SECURITIES AMERICAS INC.$709K1
338Lincoln Capital LLC$706K1
339SECURIAN ASSET MANAGEMENT, INC$700K1
340Investment Research Partners LLC$700K1
341Ballentine Partners, LLC$685K1
342Squarepoint Ops LLC$681K1
343Qtron Investments LLC$672K1
344Orion Porfolio Solutions, LLC$665K1
345Havemeyer Place LP$660K1
346MCF Advisors LLC$646K1
347Inspire Advisors, LLC$632K1
348Asset Advisory Group, Inc.$628K1
349True North Advisors, LLC$619K1
350RITHOLTZ WEALTH MANAGEMENT$619K1
351Verdence Capital Advisors LLC$612K1
352Cynosure Group, LLC$612K1
353DEFINED WEALTH MANAGEMENT, LLC$593K1
354Sagewood Asset Management LP$589K1
355Union Bancaire Privee, UBP SA$586K1
356BOURGEON CAPITAL MANAGEMENT LLC$580K1
357Generali Investments CEE, investicni spolecnost, a.s.$580K1
358Larson Financial Group LLC$565K1
359VERUS CAPITAL PARTNERS, LLC$565K1
360Meiji Yasuda Life Insurance Co$556K1
361SIGNATUREFD, LLC$555K1
362HM PAYSON & CO$542K1
363Farringdon Capital, Ltd.$540K1
364Tower Research Capital LLC (TRC)$535K1
365GATEWAY INVESTMENT ADVISERS LLC$533K1
366ELEVATION POINT WEALTH PARTNERS, LLC$525K1
367Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$523K1
368BDFS Capital LLC$523K1
369KESTRA PRIVATE WEALTH SERVICES, LLC$512K1
370Astoria Portfolio Advisors LLC.$510K1
371Lido Advisors, LLC$506K1
372Kestra Advisory Services, LLC$501K1
373KFG WEALTH MANAGEMENT, LLC$493K1
374COLDSTREAM CAPITAL MANAGEMENT INC$492K1
375Meeder Advisory Services, Inc.$488K1
376EP Wealth Advisors, LLC$486K1
377Diametric Capital, LP$474K1
378GUGGENHEIM CAPITAL LLC$473K1
379Columbia Asset Management$473K1
380Frank, Rimerman Advisors LLC$470K1
381INTRUST BANK NA$467K1
382PRIVATE TRUST CO NA$464K1
383PRUDENTIAL PLC$462K1
384MASTERINVEST Kapitalanlage GmbH$460K1
385Polymer Capital Management (US) LLC$455K1
386Steward Partners Investment Advisory, LLC$453K1
387VOLORIDGE INVESTMENT MANAGEMENT, LLC$438K1
388Vontobel Holding Ltd.$436K1
389MIDDLETON & CO INC/MA$435K1
390Quadrant Private Wealth Management, LLC$435K1
391Great Diamond Partners, LLC$435K1
392Sanctuary Advisors, LLC$434K1
393BAILARD, INC.$433K1
394D.A. DAVIDSON & CO.$431K1
395NORTHEAST INVESTMENT MANAGEMENT$428K1
396Rice Partnership, LLC$423K1
397Plan A Wealth LLC$417K1
398PCB Capital LLC$416K1
399Jain Global LLC$415K1
400E Fund Management Co., Ltd.$414K1
401TEMA ETFS LLC$402K1
402Apollon Wealth Management, LLC$401K1
403Sivia Capital Partners, LLC$401K1
404Penobscot Investment Management Company, Inc.$397K1
405Walleye Capital LLC$392K1
406Modern Wealth Management, LLC$389K1
407Lafayette Investments, Inc.$388K1
408Western Wealth Management, LLC$388K1
409EVERGREEN CAPITAL MANAGEMENT LLC$386K1
410Cannell & Spears LLC$382K1
411INTEGRITY ALLIANCE, LLC.$381K1
412SAX WEALTH ADVISORS, LLC$381K1
413Aaron Wealth Advisors LLC$380K1
414Summit Financial Strategies, Inc.$378K1
415Capital Investment Advisory Services, LLC$378K1
416Siemens Fonds Invest GmbH$372K1
417BENNETT SELBY INVESTMENTS LP$368K1
418J. Safra Sarasin Holding AG$365K1
419Revolve Wealth Partners, LLC$362K1
420Baader Bank Aktiengesellschaft$362K1
421OPPENHEIMER ASSET MANAGEMENT INC.$361K1
422AVITY INVESTMENT MANAGEMENT INC.$353K1
423Wellington Grp LLC$353K1
424Allworth Financial LP$349K1
425Kera Capital Partners, Inc.$348K1
4261900 WEALTH MANAGEMENT LLC$344K1
427HB Wealth Management, LLC$341K1
428SAWGRASS ASSET MANAGEMENT LLC$341K1
429Fifth Third Wealth Advisors LLC$341K1
430Smartleaf Asset Management LLC$328K1
431LODESTAR PRIVATE ASSET MANAGEMENT LLC$328K1
432MEEDER ASSET MANAGEMENT INC$327K1
433Mayflower Financial Advisors, LLC$325K1
434OneAscent Investment Solutions LLC$324K1
435Ascent Group, LLC$319K1
436DoubleLine ETF Adviser LP$315K1
437PKO Investment Management Joint-Stock Co$315K1
438TOWNSQUARE CAPITAL LLC$313K1
439OPPENHEIMER & CO INC$305K1
440CAPSTONE INVESTMENT ADVISORS, LLC$305K1
441ICW Investment Advisors LLC$303K1
442NOMURA HOLDINGS INC$301K1
443Trust Asset Management LLC$298K1
444PROFUND ADVISORS LLC$295K1
445WORLDQUANT MILLENNIUM ADVISORS LLC$290K1
446Chicago Partners Investment Group LLC$286K1
447Vise Technologies, Inc.$285K1
448WESTPAC BANKING CORP$285K1
449Impact Investors, Inc$285K1
450Compound Planning, Inc.$283K1
451LMR Partners LLP$279K1
452Jacobi Capital Management LLC$276K1
453Machina Capital S.A.S.$275K1
454Brevan Howard Capital Management LP$271K1
455CI INVESTMENTS INC.$269K1
456Checchi Capital Advisers, LLC$267K1
457Cresset Asset Management, LLC$267K1
458OXFORD ASSET MANAGEMENT LLP$265K1
459Tortoise Investment Management, LLC$265K1
460MGO ONE SEVEN LLC$262K1
461SageGuard Financial Group, LLC$262K1
462Fortune Financial Advisors, LLC$262K1
463Hardworking Capital Advisors, LLC$262K1
464RWA WEALTH PARTNERS, LLC$260K1
465CHOREO, LLC$259K1
466Savvy Advisors, Inc.$257K1
467BENJAMIN EDWARDS INC$256K1
468BOOTHBAY FUND MANAGEMENT, LLC$252K1
469Joel Isaacson & Co., LLC$252K1
470Oliver Luxxe Assets LLC$252K1
471Kathmere Capital Management, LLC$252K1
472Wedmont Private Capital$251K1
473Quarry LP$250K1
474Perigon Wealth Management, LLC$246K1
475Avalon Trust Co$242K1
476Empower Advisory Group, LLC$235K1
477Frec Markets, Inc.$235K1
478Envestnet Portfolio Solutions, Inc.$232K1
479Rehmann Capital Advisory Group$231K1
480MAI Capital Management$231K1
481BALDWIN WEALTH PARTNERS LLC/MA$230K1
482Ameritas Investment Partners, Inc.$230K1
483CVFG LLC$226K1
484Pure Financial Advisors, LLC$223K1
485NBT BANK, N.A.$222K1
486PDS Planning, Inc$219K1
487Financial Advisors Network, Inc.$219K1
488Venture Visionary Partners LLC$219K1
489Phoenix Financial Ltd.$217K1
490PATTON FUND MANAGEMENT, INC.$217K1
491SC&H Financial Advisors, Inc.$216K1
492GROUPAMA ASSET MANAGMENT$211K1
493GREAT LAKES ADVISORS, LLC$209K1
494Sachetta, LLC$208K1
495OneAscent Financial Services LLC$206K1
496Ground Swell Capital, LLC$204K1
497BW Gestao de Investimentos Ltda.$203K1
498Concurrent Investment Advisors, LLC$203K1
499ARS Investment Partners, LLC$202K1
500EXCHANGE TRADED CONCEPTS, LLC$194K1
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 MTD

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for MTD · financials and macro

Financials — as filed PLANNED

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