Public record / Tickers / MTG

MTG — MGIC INVESTMENT CORP

Both disclosure regimes on one name: who in Congress filed about MTG, 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
2
all PTR rows naming MTG
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-13
filed 2025-08-13
13F holders
437
top-437 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

Lisa C. McClain · $1.0K–$15.0K

Sale · traded 2025-06-17 → filed 2025-08-13. Ranked over every MTG row by the provable lower bound, never a point estimate.

No member disclosed MTG 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.

2 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

2 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. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING MTG · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning MTG
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-11 LATE·63d$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 2 ↗

Members active in MTG

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

No member disclosed MTG in the trailing 12 months.

Congress ↔ notable managers · MTG

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 Bridgewater Associates $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · Mgic Investment Corp - US

Merged timeline of congressional filings and notable-manager moves on MTG
DateWhoChangeSize
2026-05-15Tudor Investment Corp 13Fadd+236,444 sh
2026-05-15Bridgewater Associates 13Fexit−32,072 sh
2026-05-14Caxton Associates 13Fnew+28,214 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 MTG for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$607M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$471M1
3DIMENSIONAL FUND ADVISORS LP$358M1
4AQR CAPITAL MANAGEMENT LLC$288M1
5VANGUARD CAPITAL MANAGEMENT LLC$254M1
6STATE STREET CORP$206M1
7AMERICAN CENTURY COMPANIES INC$155M1
8Allianz Asset Management GmbH$120M1
9FIRST TRUST ADVISORS LP$113M1
10NORTHERN TRUST CORP$111M1
11CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$98.6M1
12FRANKLIN RESOURCES INC$89.1M1
13Invesco Ltd.$68.8M1
14MORGAN STANLEY$67.8M1
15NewEdge Wealth, LLC$64.4M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$61.6M1
17ASSETMARK, INC$50.6M1
18Quantinno Capital Management LP$39.4M1
19Robeco Institutional Asset Management B.V.$37.7M1
20BANK OF AMERICA CORP /DE/$37.2M1
21VANGUARD FIDUCIARY TRUST CO$35.6M1
22TUDOR INVESTMENT CORP ET AL$35.4M1
23FMR LLC$32.8M1
24CITADEL ADVISORS LLC$32.7M1
25BROWN ADVISORY INC$32.6M1
26UBS Group AG$31.1M1
27Nuveen, LLC$26.9M1
28Bragg Financial Advisors, Inc$26.9M1
29BARCLAYS PLC$26.7M1
30Arbejdsmarkedets Tillaegspension$25.7M1
31Squarepoint Ops LLC$24.8M1
32WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$24.2M1
33D. E. Shaw & Co., Inc.$23.4M1
34JANE STREET GROUP, LLC$21.3M1
35ADVISORY RESEARCH INC$20.9M1
36UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$18.7M1
37Man Group plc$18.5M1
38ALPS ADVISORS INC$16.5M1
39Universal- Beteiligungs- und Servicegesellschaft mbH$16.3M1
40Leeward Investments, LLC - MA$14.8M1
41SEI INVESTMENTS CO$13.6M1
42CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$13.4M1
43PRINCIPAL FINANCIAL GROUP INC$12.9M1
44TWO SIGMA INVESTMENTS, LP$12.6M1
45VICTORY CAPITAL MANAGEMENT INC$12.2M1
46Assenagon Asset Management S.A.$12.1M1
47HEARTLAND ADVISORS INC$11.8M1
48Swiss National Bank$11.6M1
49Jefferies Financial Group Inc.$10.8M1
50HSBC HOLDINGS PLC$10.8M1
51ALLIANCEBERNSTEIN L.P.$9.8M1
52Corient Private Wealth LLC$9.7M1
53NORDEA INVESTMENT MANAGEMENT AB$9.6M1
54Permit Capital, LLC$9.0M1
55STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$8.8M1
56XTX Topco Ltd$8.7M1
57IEQ CAPITAL, LLC$8.6M1
58Legal & General Group Plc$8.4M1
59Cerity Partners LLC$8.3M1
60O'SHAUGHNESSY ASSET MANAGEMENT, LLC$7.5M1
61MILLENNIUM MANAGEMENT LLC$7.3M1
62TEACHER RETIREMENT SYSTEM OF TEXAS$7.3M1
63MACKENZIE FINANCIAL CORP$7.2M1
64Grantham, Mayo, Van Otterloo & Co. LLC$7.1M1
65Retirement Systems of Alabama$7.1M1
66Connor, Clark & Lunn Investment Management Ltd.$7.1M1
67Edgestream Partners, L.P.$6.8M1
68Creative Planning$6.8M1
69VOYA INVESTMENT MANAGEMENT LLC$6.7M1
70Vest Financial, LLC$6.7M1
71DEUTSCHE BANK AG\$6.4M1
72VANGUARD ASSET MANAGEMENT, Ltd$5.6M1
73Voleon Capital Management LP$5.3M1
74Mariner, LLC$4.8M1
75Vanguard Global Advisers, LLC$4.8M1
76WELLINGTON MANAGEMENT GROUP LLP$4.5M1
77RITHOLTZ WEALTH MANAGEMENT$4.4M1
78MOODY ALDRICH PARTNERS LLC$4.3M1
79Trexquant Investment LP$4.3M1
80CWM, LLC$4.3M1
81AXQ CAPITAL, LP$4.1M1
82MANUFACTURERS LIFE INSURANCE COMPANY, THE$4.1M1
83MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$4.0M1
84HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$4.0M1
85BNP Paribas Asset Management Holding S.A.$3.7M1
86NewEdge Advisors, LLC$3.7M1
87Larson Financial Group LLC$3.7M1
88CITIGROUP INC$3.6M1
89Holocene Advisors, LP$3.6M1
90Monument Capital Management$3.6M1
91Qsemble Capital Management, LP$3.6M1
92CacheTech Inc.$3.4M1
93Y-Intercept (Hong Kong) Ltd$3.4M1
94Centric Wealth Management$3.3M1
95Oak Thistle LLC$3.2M1
96Adams Wealth Management$2.9M1
97Amundi$2.9M1
98MERCER GLOBAL ADVISORS INC /ADV$2.8M1
99EVOLVE PRIVATE WEALTH, LLC$2.8M1
100Janus Henderson Group Ltd.$2.7M1
101Crossmark Global Holdings, Inc.$2.7M1
102Aster Capital Management (DIFC) Ltd$2.6M1
103NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$2.6M1
104WELLS FARGO & COMPANY/MN$2.5M1
105Focus Partners Wealth$2.5M1
106SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.5M1
107FIFTH THIRD BANCORP$2.4M1
108EagleClaw Capital Managment, LLC$2.4M1
109Zurcher Kantonalbank (Zurich Cantonalbank)$2.3M1
110State of New Jersey Common Pension Fund D$2.3M1
111MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.2M1
112CWA Asset Management Group, LLC$2.1M1
113Summit Trail Advisors, LLC$2.0M1
114Mitsubishi UFJ Trust & Banking Corp$1.8M1
115HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.8M1
116Vanguard Personalized Indexing Management, LLC$1.8M1
117PRUDENTIAL FINANCIAL INC$1.7M1
118Ridgeline Wealth Planning, LLC$1.7M1
119KLCM Advisors, Inc.$1.7M1
120Freestone Grove Partners LP$1.6M1
121Engineers Gate Manager LP$1.6M1
122Arizona State Retirement System$1.6M1
123Vanguard Investments Australia, Ltd.$1.5M1
124JAMES INVESTMENT RESEARCH, INC.$1.5M1
125COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.4M1
126RAYMOND JAMES FINANCIAL INC$1.4M1
127MERIDIAN INVESTMENT COUNSEL INC.$1.4M1
128STATE OF MICHIGAN RETIREMENT SYSTEM$1.4M1
129BANK OF MONTREAL /CAN/$1.3M1
130Ensign Peak Advisors, Inc$1.3M1
131ENVESTNET ASSET MANAGEMENT INC$1.3M1
132NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.3M1
133LPL Financial LLC$1.3M1
134VICTORY FINANCIAL GROUP, LLC$1.2M1
135Brevan Howard Capital Management LP$1.2M1
136Caprock Group, LLC$1.2M1
137WINTON GROUP Ltd$1.2M1
138OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.2M1
139Merit Financial Group, LLC$1.1M1
140ExodusPoint Capital Management, LP$1.1M1
141Ameritas Investment Partners, Inc.$1.1M1
142Militia Capital Management LLC$1.1M1
143AVIVA PLC$1.0M1
144CSS LLC/IL$1.0M1
145Vident Advisory, LLC$1.0M1
146Pictet Asset Management Holding SA$996K1
147CHILDRESS CAPITAL ADVISORS, LLC$994K1
148EXCHANGE TRADED CONCEPTS, LLC$989K1
149Cambria Investment Management, L.P.$953K1
150NorthCrest Asset Manangement, LLC$943K1
151LECAP ASSET MANAGEMENT LTD$912K1
152Unison Advisors LLC$910K1
153STATE OF WISCONSIN INVESTMENT BOARD$884K1
154Verdence Capital Advisors LLC$857K1
155STIFEL FINANCIAL CORP$843K1
156VIRTUS ADVISERS, LLC$829K1
157Quadrature Capital Ltd$812K1
158Sequoia Financial Advisors, LLC$786K1
159Inspire Investing, LLC$783K1
160Pathstone Holdings, LLC$777K1
161New Age Alpha Advisors, LLC$772K1
162Focus Partners Advisor Solutions, LLC$755K1
163CAXTON ASSOCIATES LLP$741K1
164Red Door Wealth Management, LLC$735K1
165ROYAL BANK OF CANADA$734K1
166HighTower Advisors, LLC$715K1
167Sivia Capital Partners, LLC$710K1
168Carnegie Lake Advisors LLC$704K1
169Inscription Capital, LLC$703K1
170XPONANCE LLC$699K1
171FEDERATED HERMES, INC.$691K1
172Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$685K1
173Financial Strategies Group, Inc.$669K1
174Oxbow Advisors, LLC$656K1
175INTECH INVESTMENT MANAGEMENT LLC$653K1
176Elo Mutual Pension Insurance Co$646K1
177EP Wealth Advisors, LLC$642K1
178SIGNATUREFD, LLC$641K1
179Lido Advisors, LLC$640K1
180Rockefeller Capital Management L.P.$638K1
181AIA Group Ltd$637K1
182Twin Lakes Capital Management, LLC$632K1
183Allspring Global Investments Holdings, LLC$630K1
184Tidal Investments LLC$622K1
185BOOTHBAY FUND MANAGEMENT, LLC$622K1
186Callan Family Office, LLC$619K1
187Kera Capital Partners, Inc.$613K1
188QUADRANT CAPITAL GROUP LLC$591K1
189Savant Capital, LLC$568K1
190PEAK6 LLC$563K1
191EVERGREEN CAPITAL MANAGEMENT LLC$550K1
192Chicago Partners Investment Group LLC$547K1
193OSAIC HOLDINGS, INC.$537K1
194BAILARD, INC.$535K1
195Family Manage LLC$528K1
196Concurrent Investment Advisors, LLC$512K1
197FORTEM FINANCIAL GROUP, LLC$509K1
198Pallas Capital Advisors LLC$505K1
199NATIXIS$501K1
200EVENTIDE ASSET MANAGEMENT, LLC$487K1
201Gotham Asset Management, LLC$484K1
202Impact Partnership Wealth, LLC$480K1
203JMN Financial LLC$464K1
204MIRABELLA FINANCIAL SERVICES LLP$464K1
205Aaron Wealth Advisors LLC$454K1
206Vise Technologies, Inc.$447K1
207GATEWAY INVESTMENT ADVISERS LLC$432K1
208SECURIAN ASSET MANAGEMENT, INC$424K1
209HB Wealth Management, LLC$420K1
210SIMPLEX TRADING, LLC$416K1
211denkapparat Operations GmbH$415K1
212Sanctuary Advisors, LLC$407K1
213Dakota Wealth Management$385K1
214Sagewood Asset Management LP$372K1
215Swiss Life Asset Management Ltd$368K1
216CATALYST FINANCIAL PARTNERS LLC$365K1
217Johnson Financial Group, Inc.$361K1
218IMC-Chicago, LLC$354K1
219Bull Harbor Capital LLC$352K1
220PANAGORA ASSET MANAGEMENT INC$346K1
221Polymer Capital Management (US) LLC$340K1
222Ameritas Advisory Services, LLC$337K1
223Baker Avenue Asset Management, LP$336K1
224Baird Financial Group, Inc.$333K1
225Beacon Pointe Advisors, LLC$332K1
226Measured Wealth Private Client Group, LLC$326K1
227TFB Advisors LLC$319K1
228Mechanics Bank Trust Department$316K1
229Claro Advisors Inc.$316K1
230US BANCORP \DE\$316K1
231Maryland State Retirement & Pension System$316K1
232COLDSTREAM CAPITAL MANAGEMENT INC$316K1
233UNITED CAPITAL FINANCIAL ADVISORS, LLC$312K1
234Calamos Advisors LLC$308K1
235Calamos Wealth Management LLC$308K1
236Utah Retirement Systems$306K1
237Atria Investments, Inc$295K1
238BTG Pactual Asset Management US LLC$292K1
239Bridgefront Capital, LLC$290K1
240WADDELL & ASSOCIATES, LLC$288K1
241Krilogy Financial LLC$280K1
242Compound Planning, Inc.$273K1
243COMMONWEALTH EQUITY SERVICES, LLC$272K1
244Frec Markets, Inc.$269K1
245M&T BANK CORP$268K1
246CITIZENS FINANCIAL GROUP INC/RI$266K1
247GUGGENHEIM CAPITAL LLC$265K1
248HUB Investment Partners, LLC$263K1
249RBF Capital, LLC$263K1
250DRW Securities, LLC$258K1
251State of Wyoming$255K1
252QRG CAPITAL MANAGEMENT, INC.$252K1
253CHOREO, LLC$247K1
254Private Advisor Group, LLC$243K1
255Curi Capital, LLC$231K1
256ProShare Advisors LLC$231K1
257Empowered Funds, LLC$229K1
258Cetera Investment Advisers$227K1
259Brooklyn Investment Group$224K1
260PROFUND ADVISORS LLC$223K1
261Allworth Financial LP$219K1
262TWO SIGMA SECURITIES, LLC$202K1
263SHELTON CAPITAL MANAGEMENT$202K1
264CIBC Asset Management Inc$200K1
265Tower Research Capital LLC (TRC)$197K1
266Hendershot Investments Inc.$190K1
267Mirae Asset Global Investments Co., Ltd.$180K1
268Arax Advisory Partners$163K1
269Smartleaf Asset Management LLC$145K1
270GROUP ONE TRADING LLC$126K1
271FINANCIAL CONSULATE, INC$125K1
272Quarry LP$115K1
273MAI Capital Management$109K1
274UMB Bank, n.a.$88.4K1
275RMG Wealth Management LLC$85.2K1
276Blue Trust, Inc.$77.3K1
277Bayforest Capital Ltd$74.4K1
278Physician Wealth Advisors, Inc.$61.7K1
279NOMURA ASSET MANAGEMENT CO LTD$60.4K1
280True Wealth Design, LLC$56.8K1
281DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$54.4K1
282SJS Investment Consulting Inc.$45.5K1
283SALEM INVESTMENT COUNSELORS INC$40.0K1
284WealthCollab, LLC$38.3K1
285Mitsubishi UFJ Asset Management Co., Ltd.$38.2K1
286ELEVATION WEALTH PARTNERS, LLC$24.4K1
287WPG Advisers, LLC$20.9K1
288Private Wealth Management Group, LLC$19.5K1
289NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$18.0K1
290CVA Family Office, LLC$17.7K1
291Eurizon Capital SGR S.p.A.$15.5K1
292Bell Investment Advisors, Inc$15.2K1
293TD Capital Management LLC$14.1K1
294Valued Wealth Advisors LLC$14.1K1
295Destiny Wealth Partners, LLC$13.7K1
296JPL Wealth Management, LLC$13.1K1
297JFS WEALTH ADVISORS, LLC$12.3K1
298Parkside Financial Bank & Trust$11.7K1
299THRIVENT FINANCIAL FOR LUTHERANS$11.7K1
300Treasurer of the State of North Carolina$11.6K1
301DekaBank Deutsche Girozentrale$11.3K1
302Legacy Wealth Managment, LLC/ID$10.6K1
303Owl Creek Wealth Partners LLC$9.5K1
304South Dakota Investment Council$8.8K1
305Ritter Daniher Financial Advisory LLC / DE$8.3K1
306Medallion Wealth Advisors, LLC$7.9K1
307Intentional Wealth Strategies, LLC$7.8K1
308Activest Wealth Management$7.7K1
309Westfuller Advisors, LLC$7.2K1
310Spire Wealth Management$7.1K1
311Key FInancial Inc$6.7K1
312Steward Partners Investment Advisory, LLC$6.4K1
313Grove Bank & Trust$4.3K1
314CENTRAL TRUST Co$4.2K1
315Rakuten Securities, Inc.$4.2K1
316CANADA LIFE ASSURANCE Co$3.9K1
317Fairman Group, LLC$3.9K1
318MATHER GROUP, LLC.$3.4K1
319MidFirst Bank$2.9K1
320Dogwood Wealth Management LLC$2.7K1
321HRT FINANCIAL LP$2.7K1
322GSA CAPITAL PARTNERS LLP$2.6K1
323Sachetta, LLC$2.5K1
324NATIXIS ADVISORS, LLC$2.4K1
325Pinnacle Wealth Planning Services, Inc.$2.3K1
326DiNuzzo Private Wealth, Inc.$2.3K1
327Walleye Trading LLC$2.3K1
328Prestige Wealth Management Group LLC$2.3K1
329Rialto Wealth Management, LLC$2.2K1
330Cassaday & Co Wealth Management LLC$2.2K1
331Keating Financial Advisory Services, Inc.$2.1K1
332Manchester Capital Management LLC$2.0K1
333Transamerica Financial Advisors, LLC$2.0K1
334Clearstead Advisors, LLC$1.8K1
335Abound Wealth Management$1.7K1
336Nemes Rush Group LLC$1.7K1
337Elevated Capital Advisors, LLC$1.6K1
338Beaird Harris Wealth Management, LLC$1.4K1
339Annis Gardner Whiting Capital Advisors, LLC$1.4K1
340Burk Holdings LLC$1.3K1
341PICTON MAHONEY ASSET MANAGEMENT$1.2K1
342Kilter Group LLC$1.2K1
343Geneos Wealth Management Inc.$1.1K1
344Frazier Financial Advisors, LLC$1.1K1
345Caitong International Asset Management Co., Ltd$9981
346ACADIAN ASSET MANAGEMENT LLC$9891
347BROWN, LISLE/CUMMINGS, INC.$9191
348Cromwell Holdings LLC$9191
349Vestcor Inc$8071
350SouthState Bank Corp$7881
351HFM Investment Advisors, LLC$6831
352State of Alaska, Department of Revenue$5741
353Signature Equity Partners, LLC$5251
354Vermillion Wealth Management, Inc.$4201
355Penserra Capital Management LLC$2191
356Cambridge Investment Research Advisors, Inc.$2091
357KBC Group NV$1901
3583 FACTOR INDEXING, LLC$1321
359GHP Investment Advisors, Inc.$271
360Capital Advisors, Ltd. LLC$31
361Avion Wealth$21
362BANK OF NOVA SCOTIA$01
363VANGUARD GROUP INC$01
364GLENMEDE TRUST CO NA$01
365STEPHENS INC /AR/$01
366HARBOUR INVESTMENTS, INC.$01
367Brandywine Global Investment Management, LLC$01
368COMERICA BANK$01
369VIRGINIA RETIREMENT SYSTEMS ET Al$01
370Avantax Planning Partners, Inc.$01
371SCHRODER INVESTMENT MANAGEMENT GROUP$01
372EASTERN BANK$01
373ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$01
374LAZARD ASSET MANAGEMENT LLC$01
375SILVERCREST ASSET MANAGEMENT GROUP LLC$01
376CIBC Private Wealth Group LLC$01
377First Eagle Investment Management, LLC$01
378Advisors Capital Management, LLC$01
379Bridgewater Associates, LP$01
380Magnetar Financial LLC$01
381Weiss Asset Management LP$01
382NORGES BANK$01
383PRELUDE CAPITAL MANAGEMENT, LLC$01
384Marquette Asset Management, LLC$01
385CAPSTONE INVESTMENT ADVISORS, LLC$01
386Verition Fund Management LLC$01
387TWO SIGMA ADVISERS, LP$01
388Diversified Trust Co$01
389FOX RUN MANAGEMENT, L.L.C.$01
390Annex Advisory Services, LLC$01
391Spectrum Strategic Capital Management, LLC$01
392Waverly Advisors, LLC$01
393JNBA Financial Advisors$01
394Camelot Portfolios, LLC$01
395Perigon Wealth Management, LLC$01
396Strategic Global Advisors, LLC$01
397Composition Wealth, LLC$01
398Wealthspire Advisors, LLC$01
399Aptus Capital Advisors, LLC$01
400Csenge Advisory Group$01
401DV Trading LLC$01
402Global Trust Asset Management, LLC$01
403Qube Research & Technologies Ltd$01
404Global Retirement Partners, LLC$01
405MQS Management LLC$01
406Cynosure Group, LLC$01
407EVOKE WEALTH, LLC$01
408Kathmere Capital Management, LLC$01
409CERTUITY, LLC$01
410Parcion Private Wealth LLC$01
411Aquatic Capital Management LLC$01
412waypoint wealth counsel$01
413Rothschild Wealth LLC$01
414Navalign, LLC$01
415INCEPTIONR LLC$01
416Kestra Advisory Services, LLC$01
417Militia Capital Partners, LP$01
418Interchange Capital Partners, LLC$01
419Caerus Investment Advisors, LLC$01
420NFSG Corp$01
421AlphaQuest LLC$01
422JACKSON THORNTON WEALTH MANAGEMENT, LLC$01
423AXXCESS WEALTH MANAGEMENT, LLC$01
424Forum Financial Management, LP$01
425Nilsine Partners, LLC$01
426SageView Advisory Group, LLC$01
427Dunhill Financial, LLC$01
428Perbak Capital Partners LLP$01
429Ballast Asset Management, LP$01
430Savvy Advisors, Inc.$01
431NDVR, Inc.$01
432American Capital Advisory, LLC$01
433Wealth Watch Advisors, INC$01
434Integrated Quantitative Investments LLC$01
435SAGESPRING WEALTH PARTNERS, LLC$01
436North Dakota State Investment Board$01
437OPTIMA CAPITAL LLC$01
Truncated by Public Filings. The published aggregate ranks the top 437 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 MTG

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for MTG · financials and macro

Financials — as filed PLANNED

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