Public record / Tickers / MTDR

MTDR — Matador Resources Co

Both disclosure regimes on one name: who in Congress filed about MTDR, 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
7
all PTR rows naming MTDR
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
02-13
filed 2026-02-13
13F holders
412
top-412 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

Gilbert Ray Cisneros, Jr. · $15.0K–$50.0K

Sale · traded 2026-01-09 → filed 2026-02-13. Ranked over every MTDR 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

1 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. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING MTDR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning MTDR
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 01-09 +35d$15K–$50K
2024-07-09Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 06-21 +18d$1K–$15K
2021-07-15Josh Gottheimer D–NJ-5Purchase · JT (jointly owned)Traded 06-24 +21d$1K–$15K
2020-02-10Josh Gottheimer D–NJ-5Purchase · JT (jointly owned)Traded 01-10 +31d$1K–$15K
2020-01-06Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 2019-12-10 +27d$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 7 ↗

Members active in MTDR

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing MTDR 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−$50.0K to −$15.0K2

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

Congress ↔ notable managers · MTDR

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 Gotham Asset Management $1.9M held
Trimming
0 $0 held

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

Merged timeline of congressional filings and notable-manager moves on MTDR
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+15,695 sh

1 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 MTDR for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$704M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$535M1
3DIMENSIONAL FUND ADVISORS LP$439M1
4STATE STREET CORP$324M1
5VANGUARD CAPITAL MANAGEMENT LLC$320M1
6WELLINGTON MANAGEMENT GROUP LLP$252M1
7ADAGE CAPITAL PARTNERS GP, L.L.C.$192M1
8AMERICAN CENTURY COMPANIES INC$140M1
9MORGAN STANLEY$137M1
10ALLIANCEBERNSTEIN L.P.$113M1
11FIRST TRUST ADVISORS LP$101M1
12AQR CAPITAL MANAGEMENT LLC$97.3M1
13CIBC Bancorp USA Inc.$86.3M1
14NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$85.0M1
15Copeland Capital Management, LLC$82.4M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$80.6M1
17Invesco Ltd.$80.0M1
18MASSACHUSETTS FINANCIAL SERVICES CO /MA/$66.7M1
19VICTORY CAPITAL MANAGEMENT INC$65.7M1
20NORTHERN TRUST CORP$64.3M1
21FRANKLIN RESOURCES INC$63.0M1
22Nuveen, LLC$59.1M1
23Sagefield Capital LP$56.0M1
24Fisher Asset Management, LLC$52.5M1
25FRONTIER CAPITAL MANAGEMENT CO LLC$52.0M1
26BANK OF AMERICA CORP /DE/$51.1M1
27Champlain Investment Partners, LLC$47.1M1
28VANGUARD FIDUCIARY TRUST CO$45.6M1
29WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$39.4M1
30UBS Group AG$38.3M1
31FEARNLEY ASSET MANAGEMENT AS$32.5M1
32ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$30.9M1
33Universal- Beteiligungs- und Servicegesellschaft mbH$29.2M1
34Goehring & Rozencwajg Associates, LLC$28.9M1
35Allspring Global Investments Holdings, LLC$27.9M1
36ROYAL BANK OF CANADA$25.9M1
37Yaupon Capital Management LP$24.6M1
38SEI INVESTMENTS CO$24.3M1
39ENVESTNET ASSET MANAGEMENT INC$21.9M1
40SHAPIRO CAPITAL MANAGEMENT LLC$21.1M1
41Retirement Systems of Alabama$20.7M1
42ROYCE & ASSOCIATES LP$20.5M1
43CRAMER ROSENTHAL MCGLYNN LLC$18.4M1
44SCHRODER INVESTMENT MANAGEMENT GROUP$17.9M1
45Susquehanna Portfolio Strategies, LLC$16.9M1
46PRINCIPAL FINANCIAL GROUP INC$16.5M1
47CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$16.1M1
48ADVISORY RESEARCH INC$15.5M1
49Swiss National Bank$14.7M1
50Pathstone Holdings, LLC$14.1M1
51STATE OF WISCONSIN INVESTMENT BOARD$13.7M1
52Ceredex Value Advisors LLC$12.6M1
53NFJ INVESTMENT GROUP, LLC$11.8M1
54UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$11.8M1
55Verition Fund Management LLC$11.0M1
56Oxbow Advisors, LLC$10.3M1
57BARCLAYS PLC$10.1M1
58HEARTLAND ADVISORS INC$9.6M1
59RAYMOND JAMES FINANCIAL INC$9.6M1
60MILLENNIUM MANAGEMENT LLC$9.0M1
61Corigliano Investment Advisers, LLC$8.9M1
62FIRST SABREPOINT CAPITAL MANAGEMENT LP$8.5M1
63Creative Planning$8.4M1
64Legal & General Group Plc$8.0M1
65Rafferty Asset Management, LLC$7.9M1
66Aventail Capital Group, LP$7.9M1
67Lisanti Capital Growth, LLC$7.8M1
68STIFEL FINANCIAL CORP$7.6M1
69THORNBURG INVESTMENT MANAGEMENT INC$7.2M1
70WELLS FARGO & COMPANY/MN$6.9M1
71Phocas Financial Corp.$6.7M1
72LPL Financial LLC$6.6M1
73Curi Capital, LLC$6.2M1
74Emerald Investment Advisers, LLC$6.2M1
75Vanguard Global Advisers, LLC$5.9M1
76CastleKnight Management LP$5.9M1
77VANGUARD ASSET MANAGEMENT, Ltd$5.6M1
78Dash Acquisitions Inc.$5.5M1
79Connor, Clark & Lunn Investment Management Ltd.$5.4M1
80MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.3M1
81Jefferies Financial Group Inc.$5.2M1
82CITIGROUP INC$5.1M1
83Recurrent Investment Advisors LLC$4.9M1
84D. E. Shaw & Co., Inc.$4.3M1
85ExodusPoint Capital Management, LP$4.3M1
86Sterling Capital Management LLC$4.2M1
87FIFTH THIRD BANCORP$4.2M1
88Concurrent Investment Advisors, LLC$4.1M1
89Cerity Partners LLC$4.1M1
90HOMESTEAD ADVISERS CORP$4.0M1
91FMR LLC$3.9M1
92HANCOCK WHITNEY CORP$3.9M1
93DEUTSCHE BANK AG\$3.6M1
94Grantham, Mayo, Van Otterloo & Co. LLC$3.6M1
95Quantinno Capital Management LP$3.6M1
96Private Advisor Group, LLC$3.4M1
97Qube Research & Technologies Ltd$3.4M1
98Janus Henderson Group Ltd.$3.3M1
99HighTower Advisors, LLC$3.2M1
100JAMES INVESTMENT RESEARCH, INC.$3.1M1
101MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.8M1
102OnyxPoint Global Management LP$2.8M1
103Zurcher Kantonalbank (Zurich Cantonalbank)$2.7M1
104State of New Jersey Common Pension Fund D$2.7M1
105SIMPLEX TRADING, LLC$2.7M1
106SPRING CAPITAL MANAGEMENT, LLC$2.7M1
107Baird Financial Group, Inc.$2.7M1
108Morningstar Investment Management LLC$2.6M1
109ESSEX INVESTMENT MANAGEMENT CO LLC$2.5M1
110OAK RIDGE INVESTMENTS LLC$2.5M1
111Empowered Funds, LLC$2.3M1
112SummitTX Capital, L.P.$2.3M1
113CSS LLC/IL$2.2M1
114STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$2.1M1
115Carlson Capital, L.P.$2.1M1
116Arizona State Retirement System$2.0M1
117Pinnacle Financial Partners, Inc.$2.0M1
118Cetera Investment Advisers$2.0M1
119Mitsubishi UFJ Trust & Banking Corp$2.0M1
120Illinois Municipal Retirement Fund$2.0M1
121EXCHANGE TRADED CONCEPTS, LLC$1.9M1
122TECTONIC ADVISORS LLC$1.9M1
123BALYASNY ASSET MANAGEMENT L.P.$1.9M1
124Mariner, LLC$1.9M1
125Gotham Asset Management, LLC$1.9M1
126Vanguard Investments Australia, Ltd.$1.9M1
127Vestmark Advisory Solutions, Inc.$1.9M1
128COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.8M1
129CANADA PENSION PLAN INVESTMENT BOARD$1.8M1
130STATE OF MICHIGAN RETIREMENT SYSTEM$1.8M1
131BANK OF MONTREAL /CAN/$1.8M1
132Odyssean, LLC$1.7M1
133MERCER GLOBAL ADVISORS INC /ADV$1.7M1
134Burford Brothers, Inc.$1.7M1
135Federation des caisses Desjardins du Quebec$1.7M1
136NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.7M1
137OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.5M1
138COOKSON PEIRCE & CO INC$1.5M1
139MITCHELL & PAHL PRIVATE WEALTH, LLC$1.5M1
140Squarepoint Ops LLC$1.4M1
141INTECH INVESTMENT MANAGEMENT LLC$1.4M1
142Vanguard Personalized Indexing Management, LLC$1.4M1
143Ameritas Investment Partners, Inc.$1.4M1
144Advisors Asset Management, Inc.$1.4M1
145Dana Investment Advisors, Inc.$1.3M1
146Diversified Trust Co$1.3M1
147CWM, LLC$1.3M1
148COMMONS CAPITAL, LLC$1.3M1
149Pictet Asset Management Holding SA$1.3M1
150Caption Management, LLC$1.3M1
151Vident Advisory, LLC$1.2M1
152CORDA Investment Management, LLC.$1.2M1
153US BANCORP \DE\$1.2M1
154NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.2M1
155OPPENHEIMER ASSET MANAGEMENT INC.$1.1M1
156NewEdge Advisors, LLC$1.1M1
157M&T BANK CORP$1.1M1
158WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.1M1
159TRUIST FINANCIAL CORP$1.0M1
160Freestone Grove Partners LP$1.0M1
161Cadence Wealth Management LLC$981K1
162VICTORY FINANCIAL GROUP, LLC$971K1
163NOMURA HOLDINGS INC$950K1
164Corient Private Wealth LLC$927K1
165Orion Porfolio Solutions, LLC$926K1
166Man Group plc$908K1
167Walleye Capital LLC$907K1
168Unison Advisors LLC$896K1
169XPONANCE LLC$881K1
170INTRUST BANK NA$837K1
171FULLER & THALER ASSET MANAGEMENT, INC.$827K1
172Smith Group Asset Management, LLC$794K1
173LAZARD ASSET MANAGEMENT LLC$779K1
174Walleye Trading LLC$746K1
175OSAIC HOLDINGS, INC.$735K1
176KING LUTHER CAPITAL MANAGEMENT CORP$730K1
177MQS Management LLC$722K1
178Pekin Hardy Strauss, Inc.$711K1
179FIDUCIARY TRUST CO$711K1
180Capital World Investors$708K1
181MANGROVE PARTNERS IM, LLC$706K1
182TWO SIGMA SECURITIES, LLC$697K1
183Sequoia Financial Advisors, LLC$676K1
184GUGGENHEIM CAPITAL LLC$665K1
185O'SHAUGHNESSY ASSET MANAGEMENT, LLC$638K1
186HUB Investment Partners, LLC$634K1
187Sivia Capital Partners, LLC$618K1
188Brooklyn Investment Group$614K1
189Tower Research Capital LLC (TRC)$612K1
190COMMERCE BANK$597K1
191ELEVATION POINT WEALTH PARTNERS, LLC$590K1
192FEDERATED HERMES, INC.$587K1
193Atria Investments, Inc$583K1
194Kestra Advisory Services, LLC$551K1
195Rockefeller Capital Management L.P.$544K1
196Snowden Capital Advisors LLC$538K1
197VOYA INVESTMENT MANAGEMENT LLC$538K1
198SECURIAN ASSET MANAGEMENT, INC$538K1
199Hills Bank & Trust Co$537K1
200MEEDER ASSET MANAGEMENT INC$528K1
201CASTLEARK MANAGEMENT LLC$528K1
202Beacon Pointe Advisors, LLC$510K1
203Cresset Asset Management, LLC$508K1
204Crossmark Global Holdings, Inc.$504K1
205Amundi$486K1
206Swiss Life Asset Management Ltd$485K1
207Ensign Peak Advisors, Inc$485K1
208Lido Advisors, LLC$483K1
209Qsemble Capital Management, LP$474K1
210JANE STREET GROUP, LLC$467K1
211GREENLEAF TRUST$460K1
212MML INVESTORS SERVICES, LLC$455K1
213Summit Trail Advisors, LLC$454K1
214KEYBANK NATIONAL ASSOCIATION/OH$444K1
215PRUDENTIAL FINANCIAL INC$436K1
216LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$424K1
217HB Wealth Management, LLC$416K1
218PERSONAL CFO SOLUTIONS, LLC$410K1
219Utah Retirement Systems$398K1
220EVERGREEN CAPITAL MANAGEMENT LLC$390K1
221CHOREO, LLC$389K1
222Hartree Partners, LP$379K1
223Argos Wealth Advisors, LLC$377K1
224Dakota Wealth Management$375K1
225Sagewood Asset Management LP$368K1
226Maryland State Retirement & Pension System$365K1
227UNITED CAPITAL FINANCIAL ADVISORS, LLC$362K1
228HSBC HOLDINGS PLC$344K1
229CHILTON CAPITAL MANAGEMENT LLC$329K1
230BLAIR WILLIAM & CO/IL$328K1
231New Republic Capital, LLC$308K1
232Engineers Gate Manager LP$304K1
233REGIONS FINANCIAL CORP$299K1
234ProShare Advisors LLC$296K1
235JOURNEY STRATEGIC WEALTH LLC$290K1
236Cetera Trust Company, N.A$286K1
237Paragon Capital Management Ltd$285K1
238MOODY NATIONAL BANK TRUST DIVISION$282K1
239BRAVE ASSET MANAGEMENT INC$282K1
240PANAGORA ASSET MANAGEMENT INC$276K1
241WASATCH ADVISORS LP$274K1
242Savant Capital, LLC$268K1
243Vise Technologies, Inc.$264K1
244Balboa Wealth Partners$256K1
245Callan Family Office, LLC$255K1
246Sanctuary Advisors, LLC$254K1
247SHELTON CAPITAL MANAGEMENT$252K1
248Norris Financial Group, LLC$250K1
249CIBC Asset Management Inc$239K1
250Balentine LLC$237K1
251Laird Norton Wetherby Trust Company, LLC$236K1
252Americana Partners, LLC$232K1
253&PARTNERS$225K1
254F/m Investments LLC$224K1
255RITHOLTZ WEALTH MANAGEMENT$223K1
256FLPUTNAM INVESTMENT MANAGEMENT CO$217K1
257COLDSTREAM CAPITAL MANAGEMENT INC$216K1
258North Dakota State Investment Board$216K1
259COMMONWEALTH EQUITY SERVICES, LLC$212K1
260JMN Financial LLC$210K1
261Aaron Wealth Advisors LLC$210K1
262Focus Partners Wealth$203K1
263Merit Financial Group, LLC$203K1
264Virtus Investment Advisers, LLC$202K1
265SteelPeak Wealth, LLC$201K1
266QUADRANT CAPITAL GROUP LLC$192K1
267Smartleaf Asset Management LLC$183K1
268UMB Bank, n.a.$178K1
269WOLVERINE ASSET MANAGEMENT LLC$149K1
270MAI Capital Management$142K1
271Bayforest Capital Ltd$134K1
272Eurizon Capital SGR S.p.A.$121K1
273SIGNATUREFD, LLC$120K1
274NOMURA ASSET MANAGEMENT CO LTD$102K1
275MCF Advisors LLC$79.0K1
276THRIVENT FINANCIAL FOR LUTHERANS$73.2K1
277ASSETMARK, INC$72.4K1
278GROUP ONE TRADING LLC$70.6K1
279Allworth Financial LP$69.1K1
280Atlantic Union Bankshares Corp$63.2K1
281Arax Advisory Partners$48.3K1
282Altshuler Shaham Ltd$47.3K1
283Measured Wealth Private Client Group, LLC$47.3K1
284Aster Capital Management (DIFC) Ltd$46.1K1
285Center for Financial Planning, Inc.$41.1K1
286Steward Partners Investment Advisory, LLC$39.7K1
287Quarry LP$39.2K1
288Opal Wealth Advisors, LLC$38.4K1
289Pinnacle Wealth Planning Services, Inc.$34.1K1
290JONES FINANCIAL COMPANIES LLLP$30.5K1
291Prestige Wealth Management Group LLC$26.9K1
292Blue Trust, Inc.$23.7K1
293Destiny Wealth Partners, LLC$23.4K1
294WOLFF WIESE MAGANA LLC$19.0K1
295South Dakota Investment Council$18.6K1
296Leonteq Securities AG$16.0K1
297Kilter Group LLC$14.8K1
298Caitlin John, LLC$14.7K1
299Owl Creek Wealth Partners LLC$14.2K1
300Accent Capital Management, LLC$14.1K1
301NATIXIS ADVISORS, LLC$14.0K1
302WPG Advisers, LLC$13.6K1
303Treasurer of the State of North Carolina$12.3K1
304Parkside Financial Bank & Trust$11.2K1
305CVA Family Office, LLC$11.1K1
306Valued Wealth Advisors LLC$10.7K1
307Mitsubishi UFJ Asset Management Co., Ltd.$8.5K1
308Addison Advisors LLC$8.3K1
309Salomon & Ludwin, LLC$8.3K1
310Sachetta, LLC$7.3K1
311MidFirst Bank$6.5K1
312Clearstead Trust, LLC$6.1K1
313Physician Wealth Advisors, Inc.$5.7K1
314JFS WEALTH ADVISORS, LLC$5.6K1
315Legacy Wealth Managment, LLC/ID$5.6K1
316Bell Investment Advisors, Inc$5.1K1
317CANADA LIFE ASSURANCE Co$4.3K1
318True Wealth Design, LLC$4.2K1
319MATHER GROUP, LLC.$3.9K1
320Keating Financial Advisory Services, Inc.$3.9K1
321SJS Investment Consulting Inc.$3.2K1
322Private Wealth Management Group, LLC$3.1K1
323Activest Wealth Management$2.9K1
324SouthState Bank Corp$2.7K1
325Larson Financial Group LLC$2.3K1
326MONTAG A & ASSOCIATES INC$2.3K1
327Clearstead Advisors, LLC$2.2K1
328Hunter Perkins Capital Management, LLC$1.6K1
329INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.6K1
330Sunrise Financial Services, LLC$1.5K1
331JPL Wealth Management, LLC$1.3K1
332Westfuller Advisors, LLC$1.1K1
333DiNuzzo Private Wealth, Inc.$1.0K1
334Virtu Financial LLC$8891
335Cromwell Holdings LLC$8851
336DekaBank Deutsche Girozentrale$8801
337Rialto Wealth Management, LLC$8221
338MCGUIRE CAPITAL ADVISORS INC$7581
339State of Alaska, Department of Revenue$7161
340Rakuten Securities, Inc.$6951
341Signature Equity Partners, LLC$5101
342MV CAPITAL MANAGEMENT, INC.$5061
343American Capital Advisory, LLC$5061
344PARK AVENUE SECURITIES LLC$5051
345Vermillion Wealth Management, Inc.$4421
346Manchester Capital Management LLC$3801
347Distillate Capital Partners LLC$3791
348HFM Investment Advisors, LLC$3791
349TopTier Wealth Management, LLC$3161
350KBC Group NV$2341
351BARTLETT & CO. WEALTH MANAGEMENT LLC$1911
352Centerpoint Advisors, LLC$251
353Capital Advisors, Ltd. LLC$41
354Avion Wealth$01
355VANGUARD GROUP INC$01
356BARRETT & COMPANY, INC.$01
357COMERICA BANK$01
358TORONTO DOMINION BANK$01
359VIRGINIA RETIREMENT SYSTEMS ET Al$01
360TWO SIGMA INVESTMENTS, LP$01
361PLATINUM INVESTMENT MANAGEMENT LTD$01
362CIBC Private Wealth Group LLC$01
363CoreCommodity Management, LLC$01
364TimesSquare Capital Management, LLC$01
365Graham Capital Management, L.P.$01
366Weiss Asset Management LP$01
367GSA CAPITAL PARTNERS LLP$01
368PUBLIC SECTOR PENSION INVESTMENT BOARD$01
369CITADEL ADVISORS LLC$01
370SUSQUEHANNA INTERNATIONAL GROUP, LLP$01
371HRT FINANCIAL LP$01
372TCTC Holdings, LLC$01
373Transamerica Financial Advisors, LLC$01
374SFMG, LLC$01
375FOX RUN MANAGEMENT, L.L.C.$01
376Edgestream Partners, L.P.$01
377Twin Tree Management, LP$01
378Vestcor Inc$01
379MIRABELLA FINANCIAL SERVICES LLP$01
380Encompass Capital Advisors LLC$01
381Penserra Capital Management LLC$01
382Tidal Investments LLC$01
383Trexquant Investment LP$01
384NorthCoast Asset Management LLC$01
385Verdence Capital Advisors LLC$01
386FORA Capital, LLC$01
387Global Retirement Partners, LLC$01
388Inscription Capital, LLC$01
389Y-Intercept (Hong Kong) Ltd$01
390CBIZ Investment Advisory Services, LLC$01
391BELLEVUE ASSET MANAGEMENT, LLC$01
392XTX Topco Ltd$01
393Optiver Holding B.V.$01
394AlphaQuest LLC$01
395Peterson Wealth Services$01
396SageView Advisory Group, LLC$01
397AXQ CAPITAL, LP$01
398iSAM Funds (UK) Ltd$01
399Dunhill Financial, LLC$01
400Gallacher Capital Management LLC$01
401ELEVATION WEALTH PARTNERS, LLC$01
402Nemes Rush Group LLC$01
403EntryPoint Capital, LLC$01
404Marex Group Ltd$01
405Envestnet Portfolio Solutions, Inc.$01
406Turning Point Benefit Group, Inc.$01
407Havemeyer Place LP$01
408Wealth Watch Advisors, INC$01
409Legacy Wealth Management, LLC / MS$01
410GILPIN WEALTH MANAGEMENT, LLC$01
411MASECO LLP$01
412Dockside LLC$01
Truncated by Public Filings. The published aggregate ranks the top 412 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)−$50.0K to −$15.0K
Filers net (actions)not in build
Filers net ($ 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 MTDR

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for MTDR · financials and macro

Financials — as filed PLANNED

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