Public record / Tickers / O

O — REALTY INCOME CORP

Both disclosure regimes on one name: who in Congress filed about O, 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
22
all PTR rows naming O
Members · 12m
4
4 buys · 2 sells · by trade date
Latest PTR
08-14
filed 2026-08-14
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

Jefferson Shreve · $50.0K–$100K

Sale · traded 2025-05-12 → filed 2025-06-22. Ranked over every O row by the provable lower bound, never a point estimate.

4 members · 4 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.

6 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

9 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. 9 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING O · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning O
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-14Richard McCormick R–GA-7SaleTraded 07-30 +15d$1K–$15K
2026-08-07Gary C. Peters D–MIPurchaseTraded 07-23 +15d$1K–$15K
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-01-12Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 2025-12-19 +24d$1K–$15K
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 11-12 +33d$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 22 ↗

Members active in O

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing O 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
Richard McCormick R–GA-72−$14.0K to $14.0K3
Alan Armstrong R–OK1$1.0K to $15.0K2
Gary C. Peters D–MI1$1.0K to $15.0K4

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

Congress ↔ notable managers · O

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

Congress · last 90 days

Buyers
2 Alan Armstrong R–OK, Gary C. Peters D–MI $2K–$30K
Sellers
1 Richard McCormick R–GA-7 $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Trimming
0 $0 held

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

Merged timeline of congressional filings and notable-manager moves on O
DateWhoChangeSize
2026-08-14Richard McCormick CongressSale$1K–$15K
2026-08-07Gary C. Peters CongressPurchase$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+106,055 sh
2026-05-15Bridgewater Associates 13Fadd+7,138 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 O for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$6.6B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$5.0B1
3STATE STREET CORP$3.9B1
4VANGUARD CAPITAL MANAGEMENT LLC$3.7B1
5GEODE CAPITAL MANAGEMENT, LLC$1.9B1
6BANK OF AMERICA CORP /DE/$1.1B1
7MORGAN STANLEY$933M1
8PARNASSUS INVESTMENTS, LLC$865M1
9DIMENSIONAL FUND ADVISORS LP$796M1
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC$746M1
11RAYMOND JAMES FINANCIAL INC$740M1
12NORTHERN TRUST CORP$703M1
13Legal & General Group Plc$645M1
14APG Asset Management US Inc.$553M1
15FMR LLC$545M1
16Invesco Ltd.$501M1
17DEUTSCHE BANK AG\$422M1
18Bank of New York Mellon Corp$334M1
19VANGUARD FIDUCIARY TRUST CO$317M1
20WELLS FARGO & COMPANY/MN$313M1
21Amundi$256M1
22HSBC HOLDINGS PLC$254M1
23CENTERSQUARE INVESTMENT MANAGEMENT LLC$242M1
24UBS Group AG$242M1
25Nuveen, LLC$223M1
26ROYAL BANK OF CANADA$192M1
27Sumitomo Mitsui Trust Group, Inc.$182M1
28Mitsubishi UFJ Asset Management Co., Ltd.$179M1
29ProShare Advisors LLC$173M1
30AMERICAN CENTURY COMPANIES INC$173M1
31Swiss National Bank$165M1
32LPL Financial LLC$150M1
33NOMURA ASSET MANAGEMENT CO LTD$147M1
34CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$128M1
35Vanguard Global Advisers, LLC$123M1
36ENVESTNET ASSET MANAGEMENT INC$122M1
37CITIGROUP INC$122M1
38Aberdeen Group plc$119M1
39BANK OF MONTREAL /CAN/$119M1
40PRINCIPAL FINANCIAL GROUP INC$114M1
41D. E. Shaw & Co., Inc.$113M1
42Daiwa Securities Group Inc.$109M1
43Asset Management One Co., Ltd.$108M1
44National Pension Service$99.0M1
45VANGUARD ASSET MANAGEMENT, Ltd$98.2M1
46ALLIANCEBERNSTEIN L.P.$88.0M1
47FEDERATED HERMES, INC.$87.2M1
48AMERIPRISE FINANCIAL INC$86.6M1
49SEI INVESTMENTS CO$84.2M1
50CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$82.8M1
51PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$81.8M1
52TRUIST FINANCIAL CORP$80.0M1
53SCHRODER INVESTMENT MANAGEMENT GROUP$78.8M1
54Cetera Investment Advisers$78.1M1
55STIFEL FINANCIAL CORP$76.8M1
56Adelante Capital Management LLC$73.0M1
57HEITMAN REAL ESTATE SECURITIES LLC$72.9M1
58BAHL & GAYNOR INC$70.0M1
59PRUDENTIAL FINANCIAL INC$69.9M1
60BNP Paribas Asset Management Holding S.A.$69.6M1
61Zurcher Kantonalbank (Zurich Cantonalbank)$69.5M1
62J. Safra Sarasin Holding AG$65.8M1
63Vanguard Investments Australia, Ltd.$65.3M1
64ABN AMRO INVESTMENT SOLUTIONS$62.5M1
65AEW CAPITAL MANAGEMENT L P$62.4M1
66CANADA PENSION PLAN INVESTMENT BOARD$62.3M1
67Rockefeller Capital Management L.P.$60.3M1
68Allianz Asset Management GmbH$57.8M1
69STOREBRAND ASSET MANAGEMENT AS$56.7M1
70FIRST TRUST ADVISORS LP$53.2M1
71CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$51.7M1
72Susquehanna Portfolio Strategies, LLC$51.7M1
73MACQUARIE GROUP LTD$51.6M1
74Vest Financial, LLC$51.3M1
75CAPITAL ADVISORS INC/OK$51.1M1
76STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$47.9M1
77AVIVA PLC$45.5M1
78Universal- Beteiligungs- und Servicegesellschaft mbH$44.0M1
79Retirement Systems of Alabama$43.3M1
80Epoch Investment Partners, Inc.$42.6M1
81NATIONAL BANK OF CANADA /FI/$40.8M1
82FRANKLIN RESOURCES INC$40.1M1
83Resona Asset Management Co.,Ltd.$39.0M1
84COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$38.6M1
85DANSKE BANK A/S$36.1M1
86Callodine Capital Management, LP$34.0M1
87MANUFACTURERS LIFE INSURANCE COMPANY, THE$33.7M1
88NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$32.4M1
89AQR CAPITAL MANAGEMENT LLC$32.2M1
90Creative Planning$31.9M1
91STATE OF WISCONSIN INVESTMENT BOARD$31.5M1
92Apollo Management Holdings, L.P.$31.1M1
93WORLDQUANT MILLENNIUM ADVISORS LLC$29.8M1
94NEW YORK STATE COMMON RETIREMENT FUND$29.5M1
95CIBC Asset Management Inc$29.3M1
96TD ASSET MANAGEMENT INC$29.0M1
97OSAIC HOLDINGS, INC.$28.8M1
98Mitsubishi UFJ Trust & Banking Corp$28.5M1
99WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$28.4M1
100Chevy Chase Trust Holdings, LLC$27.8M1
101Pictet Asset Management Holding SA$26.7M1
102COMMONWEALTH EQUITY SERVICES, LLC$26.0M1
103HighTower Advisors, LLC$25.9M1
104WATERS PARKERSON & CO., LLC$25.8M1
105CIBC Bancorp USA Inc.$24.7M1
106ROYAL LONDON ASSET MANAGEMENT LTD$24.7M1
107TORONTO DOMINION BANK$24.6M1
108VICTORY CAPITAL MANAGEMENT INC$24.0M1
109PRIVATE MANAGEMENT GROUP INC$23.5M1
110WELLINGTON MANAGEMENT GROUP LLP$23.2M1
111Mirae Asset Global Investments Co., Ltd.$22.9M1
112NISA INVESTMENT ADVISORS, LLC$22.6M1
113Sumitomo Mitsui DS Asset Management Company, Ltd$21.6M1
114Lansforsakringar Fondforvaltning AB (publ)$21.3M1
115FIL Ltd$21.3M1
116KLP KAPITALFORVALTNING AS$21.1M1
117Uniplan Investment Counsel, Inc.$20.6M1
118DnB Asset Management AS$20.4M1
119Squarepoint Ops LLC$20.4M1
120Swedbank AB$20.2M1
121IFM Investors Pty Ltd$20.1M1
122CITADEL ADVISORS LLC$20.0M1
123Gotham Asset Management, LLC$19.9M1
124Quantinno Capital Management LP$19.3M1
125Focus Partners Wealth$18.6M1
126Wealthfront Advisers LLC$18.5M1
127BRADLEY FOSTER & SARGENT INC/CT$18.5M1
128NEOS Investment Management LLC$18.3M1
129MAI Capital Management$18.2M1
130Mariner, LLC$17.9M1
131State of New Jersey Common Pension Fund D$17.8M1
132Allworth Financial LP$17.5M1
133Meiji Yasuda Asset Management Co Ltd.$17.1M1
134D.A. DAVIDSON & CO.$17.0M1
135Calamos Advisors LLC$16.9M1
136FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$16.9M1
137FIRST FINANCIAL BANKSHARES INC$16.6M1
138UniSuper Management Pty Ltd$16.6M1
139Metis Global Partners, LLC$16.4M1
140NISSAY ASSET MANAGEMENT CORP /JAPAN$16.3M1
141PUBLIC SECTOR PENSION INVESTMENT BOARD$16.0M1
142Tredje AP-fonden$15.9M1
143STATE OF MICHIGAN RETIREMENT SYSTEM$15.8M1
144CREDIT AGRICOLE S A$15.7M1
145Korea Investment CORP$15.5M1
146Arizona State Retirement System$15.4M1
147Czech National Bank$15.3M1
148Steward Partners Investment Advisory, LLC$14.6M1
149Sanctuary Advisors, LLC$14.4M1
150Qube Research & Technologies Ltd$14.2M1
151BENJAMIN EDWARDS INC$13.8M1
152World Investment Advisors$13.4M1
153Kestra Advisory Services, LLC$13.2M1
154ANCHOR CAPITAL ADVISORS LLC$13.1M1
155Capital Investment Advisors, LLC$13.0M1
156MACKENZIE FINANCIAL CORP$13.0M1
157Edgemoor Investment Advisors, Inc.$12.9M1
158OMERS ADMINISTRATION Corp$12.9M1
159TECTONIC ADVISORS LLC$12.7M1
160LGT Group Foundation$12.5M1
161Brookstone Capital Management$12.4M1
162Ensign Peak Advisors, Inc$12.0M1
163Gilman Hill Asset Management, LLC$11.7M1
164USS Investment Management Ltd$11.5M1
165KCM INVESTMENT ADVISORS LLC$11.4M1
166SEB Asset Management AB$11.4M1
167VOYA INVESTMENT MANAGEMENT LLC$11.1M1
168BANK OF NOVA SCOTIA$11.1M1
169Woodline Partners LP$11.0M1
170Illinois Municipal Retirement Fund$11.0M1
171Soltis Investment Advisors LLC$10.9M1
172MANNING & NAPIER ADVISORS LLC$10.5M1
173XPONANCE LLC$10.4M1
174BLB&B Advisors, LLC$10.3M1
175EVERGREEN CAPITAL MANAGEMENT LLC$10.1M1
176NewEdge Advisors, LLC$10.0M1
177TEACHER RETIREMENT SYSTEM OF TEXAS$10.0M1
178MGO ONE SEVEN LLC$10.0M1
179CIBC WORLD MARKET INC.$9.9M1
180GUGGENHEIM CAPITAL LLC$9.6M1
181NOVARE CAPITAL MANAGEMENT LLC$9.6M1
182Sienna Gestion$9.6M1
183KESTRA PRIVATE WEALTH SERVICES, LLC$9.5M1
184Federation des caisses Desjardins du Quebec$9.4M1
185Geneos Wealth Management Inc.$9.3M1
186Foster Victor Wealth Advisors, LLC$9.2M1
187BECKER CAPITAL MANAGEMENT INC$9.2M1
188Utah Retirement Systems$9.1M1
189Cyndeo Wealth Partners, LLC$9.1M1
190Edgestream Partners, L.P.$9.0M1
191&PARTNERS$9.0M1
192O'SHAUGHNESSY ASSET MANAGEMENT, LLC$8.9M1
193MERCER GLOBAL ADVISORS INC /ADV$8.9M1
194United Asset Strategies, Inc.$8.7M1
195Candriam S.C.A.$8.7M1
196MILLENNIUM MANAGEMENT LLC$8.5M1
197Community Bank of Raymore$8.5M1
198Cerity Partners LLC$8.5M1
199LGT Fund Management Co Ltd.$8.5M1
200New Age Alpha Advisors, LLC$8.5M1
201Rakuten Investment Management, Inc.$8.3M1
202OLD NATIONAL BANCORP /IN/$8.3M1
203NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8.3M1
204CWM, LLC$8.1M1
205Sterling Capital Management LLC$8.1M1
206Vanguard Personalized Indexing Management, LLC$8.1M1
207M&T BANK CORP$8.0M1
208CI INVESTMENTS INC.$8.0M1
209Windle Wealth, LLC$8.0M1
210Tidal Investments LLC$7.9M1
211NEW YORK LIFE INVESTMENT MANAGEMENT LLC$7.8M1
212BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$7.8M1
213Canal Capital Management, LLC$7.7M1
214Lido Advisors, LLC$7.6M1
215US BANCORP \DE\$7.6M1
216Swiss Life Asset Management Ltd$7.6M1
217U.S. Capital Wealth Advisors, LLC$7.3M1
218HUDSON EDGE INVESTMENT PARTNERS INC.$7.3M1
219MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$7.2M1
220Cresset Asset Management, LLC$7.2M1
221Corient Private Wealth LLC$7.2M1
222Eurizon Capital SGR S.p.A.$7.2M1
223OPPENHEIMER & CO INC$7.2M1
224Prairiewood Capital, LLC$7.0M1
225Wealth Analytics Partners, LLC$7.0M1
226FARMERS & MERCHANTS INVESTMENTS INC$6.9M1
227MARATHON CAPITAL MANAGEMENT$6.9M1
228DAVENPORT & Co LLC$6.9M1
229TCV Trust & Wealth Management, Inc.$6.8M1
230Ethic Inc.$6.7M1
231PARK NATIONAL CORP /OH/$6.6M1
232Janus Henderson Group Ltd.$6.6M1
233SKBA CAPITAL MANAGEMENT LLC$6.5M1
234NATIXIS$6.5M1
235OREGON PUBLIC EMPLOYEES RETIREMENT FUND$6.4M1
236MML INVESTORS SERVICES, LLC$6.4M1
237Carnegie Investment Counsel$6.4M1
238Telos Capital Management, Inc.$6.3M1
239SUSQUEHANNA INTERNATIONAL GROUP, LLP$6.3M1
240Pathway Financial Advisers, LLC$6.2M1
241Fideuram Asset Management (Ireland) dac$6.1M1
242Stratos Wealth Partners, LTD.$6.1M1
243Kingsview Wealth Management, LLC$6.0M1
244MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$6.0M1
245NORDEA INVESTMENT MANAGEMENT AB$5.9M1
246Norinchukin Bank, The$5.9M1
247Pathstone Holdings, LLC$5.7M1
248MATTERN CAPITAL MANAGEMENT, LLC$5.6M1
249OP Asset Management Ltd$5.6M1
250GSI Capital Advisors LLC$5.6M1
251LIBERTY ONE INVESTMENT MANAGEMENT, LLC$5.6M1
252OneDigital Investment Advisors LLC$5.6M1
253EXCHANGE TRADED CONCEPTS, LLC$5.5M1
254Alpha Omega Wealth Management LLC$5.4M1
255LEVEL FOUR ADVISORY SERVICES, LLC$5.4M1
256Dupree Financial Group, LLC$5.3M1
257Y-Intercept (Hong Kong) Ltd$5.3M1
258Loudon Investment Management, LLC$5.1M1
259XTX Topco Ltd$5.1M1
260DIVERSIFY WEALTH MANAGEMENT, LLC$5.1M1
261Mutual Advisors, LLC$5.1M1
262INTECH INVESTMENT MANAGEMENT LLC$5.0M1
263Signature Wealth Management Group$4.9M1
264LMG Wealth Partners, LLC$4.9M1
265Rafferty Asset Management, LLC$4.9M1
266DEARBORN PARTNERS LLC$4.6M1
267TWO SIGMA INVESTMENTS, LP$4.6M1
268QRG CAPITAL MANAGEMENT, INC.$4.6M1
269NEW ENGLAND ASSET MANAGEMENT INC$4.5M1
270Investment Management Corp of Ontario$4.5M1
271Kinloch Capital, LLC$4.5M1
272Core Alternative Capital$4.5M1
273ASSETMARK, INC$4.4M1
274BLAIR WILLIAM & CO/IL$4.4M1
275HARRELL INVESTMENT PARTNERS, LLC$4.3M1
276Morningstar Investment Management LLC$4.3M1
277Baugh & Associates, LLC$4.3M1
278Baird Financial Group, Inc.$4.3M1
279L & S Advisors Inc$4.2M1
280COLDSTREAM CAPITAL MANAGEMENT INC$4.2M1
281Private Advisor Group, LLC$4.1M1
282Jain Global LLC$4.0M1
283Quantbot Technologies LP$4.0M1
284Naviter Wealth, LLC$3.9M1
285PRUDENTIAL PLC$3.8M1
286Clear Trail Advisors, LLC$3.8M1
287Dakota Wealth Management$3.8M1
288Azimuth Capital Investment Management LLC$3.8M1
289WealthPlan Investment Management, LLC$3.7M1
290Beacon Pointe Advisors, LLC$3.7M1
291LMR Partners LLP$3.7M1
292Sigma Planning Corp$3.7M1
293Truvestments Capital LLC$3.7M1
294MARCO INVESTMENT MANAGEMENT LLC$3.7M1
295MSH Capital Advisors LLC$3.6M1
296Ashton Thomas Private Wealth, LLC$3.5M1
297Slagle Financial, LLC$3.5M1
298HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$3.5M1
299Presima Securities ULC$3.5M1
300Linscomb Wealth, Inc.$3.5M1
301DMKC Advisory Services, LLC$3.5M1
302Gold Investment Management Ltd.$3.4M1
303VIRGINIA WEALTH MANAGEMENT GROUP, INC.$3.4M1
304Equitable Holdings, Inc.$3.4M1
305INDEPENDENT FINANCIAL GROUP, LLC$3.4M1
306MIZUHO SECURITIES USA LLC$3.4M1
307BFSG, LLC$3.4M1
308RFG Advisory, LLC$3.3M1
309Cohen Investment Advisors LLC$3.3M1
310INTACT INVESTMENT MANAGEMENT INC.$3.3M1
3111834 INVESTMENT ADVISORS CO$3.3M1
312Pasadena Private Wealth, LLC$3.3M1
313Stonebridge Financial Group, LLC$3.3M1
314HUTNER CAPITAL MANAGEMENT INC$3.2M1
315CAXTON ASSOCIATES LLP$3.2M1
316ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$3.2M1
317Silver Lake Advisory, LLC$3.2M1
318EP Wealth Advisors, LLC$3.2M1
319HIGHLAND CAPITAL MANAGEMENT, LLC$3.2M1
320Clearstead Trust, LLC$3.2M1
321Intrua Financial, LLC$3.2M1
322SHUFRO ROSE & CO LLC$3.2M1
323RENAISSANCE TECHNOLOGIES LLC$3.1M1
324Savant Capital, LLC$3.1M1
325Southland Equity Partners LLC$3.1M1
326DRW Securities, LLC$3.1M1
327Perpetual Ltd$3.0M1
328ONTARIO TEACHERS PENSION PLAN BOARD$3.0M1
329Crossmark Global Holdings, Inc.$3.0M1
330Ameritas Investment Partners, Inc.$3.0M1
331Allspring Global Investments Holdings, LLC$3.0M1
332FIFTH THIRD BANCORP$3.0M1
333Symphony Financial, Ltd. Co.$2.9M1
334Frank, Rimerman Advisors LLC$2.9M1
335DoubleLine ETF Adviser LP$2.9M1
336UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$2.9M1
337Maryland State Retirement & Pension System$2.9M1
338Capital Investment Advisory Services, LLC$2.8M1
339Waverly Advisors, LLC$2.8M1
340Atria Investments, Inc$2.7M1
341HBW ADVISORY SERVICES LLC$2.7M1
342Sowell Financial Services LLC$2.7M1
343FIRST FOUNDATION ADVISORS$2.7M1
344Machina Capital S.A.S.$2.7M1
345Sequoia Financial Advisors, LLC$2.6M1
346M3 Wealth Management, LLC$2.6M1
347EDMP, INC.$2.6M1
348KEYBANK NATIONAL ASSOCIATION/OH$2.6M1
349Wealthcare Advisory Partners LLC$2.6M1
350Gerald Baker Financial Group LLC$2.6M1
351Rodgers Brothers Inc.$2.6M1
352SAGESPRING WEALTH PARTNERS, LLC$2.6M1
353OMC Financial Services LTD$2.6M1
354NOMURA HOLDINGS INC$2.5M1
355Leslie Global Wealth, LLC$2.5M1
356Brown Miller Wealth Management, LLC$2.5M1
357Merit Financial Group, LLC$2.5M1
358Kovack Advisors, Inc.$2.5M1
359WealthPLAN Partners, LLC$2.4M1
360Graham Capital Management, L.P.$2.4M1
361Measured Risk Portfolios, Inc.$2.4M1
362Ignite Planners, LLC$2.3M1
363SIMPLEX TRADING, LLC$2.3M1
364MUFG Securities EMEA plc$2.3M1
365Goepper Burkhardt LLC$2.3M1
366Tower Research Capital LLC (TRC)$2.3M1
367PFG Investments, LLC$2.3M1
368PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$2.2M1
369ICW Investment Advisors LLC$2.2M1
370Gladstone Institutional Advisory LLC$2.2M1
371Element Squared LLC$2.2M1
372Mystic Asset Management, Inc.$2.2M1
373Summit Financial, LLC$2.2M1
374FOUNDATIONS INVESTMENT ADVISORS, LLC$2.1M1
375New Insight Wealth Advisors$2.1M1
376Orion Porfolio Solutions, LLC$2.1M1
377ZWJ INVESTMENT COUNSEL INC$2.1M1
378GATEWAY INVESTMENT ADVISERS LLC$2.1M1
379Saudi Central Bank$2.1M1
380Dickmeyer Boyce Financial Management, Inc.$2.1M1
381GeoWealth Management, LLC$2.0M1
382JANE STREET GROUP, LLC$2.0M1
383Concurrent Investment Advisors, LLC$2.0M1
384Essex Financial Services, Inc.$2.0M1
385JBR Co Financial Management Inc$2.0M1
386WealthShield Partners, LLC$2.0M1
387Abel Hall, LLC$2.0M1
388GREAT VALLEY ADVISOR GROUP, INC.$2.0M1
389Redmond Asset Management, LLC$1.9M1
390Verdence Capital Advisors LLC$1.9M1
391Altman Advisors, Inc.$1.9M1
392SIGNATUREFD, LLC$1.9M1
393E. Ohman J:or Asset Management AB$1.9M1
394Nicholson Wealth Management Group, LLC$1.9M1
395UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.9M1
396Kesler, Norman & Wride, LLC$1.9M1
397JAMISON PRIVATE WEALTH MANAGEMENT, INC.$1.9M1
398Empowered Funds, LLC$1.9M1
399Blackhawk Capital Partners, LLC$1.9M1
400Black Swift Group, LLC$1.9M1
401Vident Advisory, LLC$1.8M1
402Venture Visionary Partners LLC$1.8M1
403Brevan Howard Capital Management LP$1.8M1
404TOKIO MARINE ASSET MANAGEMENT CO LTD$1.8M1
405QUADRANT CAPITAL GROUP LLC$1.8M1
406NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.8M1
407LDR Capital Management LLC$1.8M1
408TMB Capital Partners, LLC$1.8M1
409OpenArc Corporate Advisory, LLC$1.8M1
410Castle Rock Wealth Management, LLC$1.8M1
411ELEVATION POINT WEALTH PARTNERS, LLC$1.7M1
412Prosperity Consulting Group, LLC$1.7M1
413HAMEL ASSOCIATES, INC.$1.7M1
414Summit Trail Advisors, LLC$1.7M1
415CHOREO, LLC$1.7M1
416GLENMEDE TRUST CO NA$1.7M1
417Texas Yale Capital Corp.$1.7M1
418Maven Securities LTD$1.7M1
419SHRIER WEALTH MANAGEMENT, LLC$1.7M1
420HB Wealth Management, LLC$1.7M1
421BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.7M1
422BOCHK Asset Management Ltd$1.7M1
423Ausdal Financial Partners, Inc.$1.6M1
424North Dakota State Investment Board$1.6M1
425Weaver C. Barksdale & Associates, Inc.$1.6M1
426Point Windward Advisors Inc.$1.6M1
427Linden Thomas Advisory Services, LLC$1.6M1
428MUFG SECURITIES AMERICAS INC.$1.6M1
429Applied Capital LLC/FL$1.5M1
430SECURIAN ASSET MANAGEMENT, INC$1.5M1
431Vise Technologies, Inc.$1.5M1
432Prosperity Planning, Inc.$1.5M1
433Callan Family Office, LLC$1.5M1
434UMB Bank, n.a.$1.5M1
435Moors & Cabot, Inc.$1.5M1
436N.E.W. Advisory Services LLC$1.5M1
437KEYNOTE FINANCIAL SERVICES LLC$1.5M1
438IHT Wealth Management, LLC$1.5M1
439Meiji Yasuda Life Insurance Co$1.4M1
440Bleakley Financial Group, LLC$1.4M1
441FULTON BANK, N.A.$1.4M1
442Investment Advisory Group, LLC$1.4M1
443Vestmark Advisory Solutions, Inc.$1.4M1
444Abundance Wealth Counselors$1.4M1
445Wealthspire Advisors, LLC$1.4M1
446FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$1.4M1
447Csenge Advisory Group$1.4M1
448Ascentis Independent Advisors$1.4M1
449Banque Cantonale Vaudoise$1.3M1
450Snowden Capital Advisors LLC$1.3M1
451Inspire Advisors, LLC$1.3M1
452MONEY CONCEPTS CAPITAL CORP$1.3M1
453Dynamic Advisor Solutions LLC$1.3M1
454Convergence Financial, LLC$1.3M1
455Belpointe Asset Management LLC$1.3M1
456NAPLES GLOBAL ADVISORS, LLC$1.3M1
457Trust Investment Advisors$1.3M1
458Perigon Wealth Management, LLC$1.2M1
459Investors Research Corp$1.2M1
460HUB Investment Partners, LLC$1.2M1
461CenterBook Partners LP$1.2M1
462FOUNDERS FINANCIAL SECURITIES LLC$1.2M1
463Vanderbilt University$1.2M1
464Apollon Wealth Management, LLC$1.2M1
465Van Hulzen Asset Management, LLC$1.2M1
466Envestnet Portfolio Solutions, Inc.$1.2M1
467Ballentine Partners, LLC$1.2M1
468Town & Country Bank & Trust CO dba First Bankers Trust CO$1.2M1
469INCEPTIONR LLC$1.2M1
470AE Wealth Management LLC$1.2M1
471Avidian Wealth Enterprises, LLC$1.1M1
472Fairtree Asset Management (Pty) Ltd$1.1M1
473DAYMARK WEALTH PARTNERS, LLC$1.1M1
474Global Wealth Management Investment Advisory, Inc.$1.1M1
475CHESAPEAKE CAPITAL CORP /IL/$1.1M1
476Nicholas Wealth, LLC.$1.1M1
477NewEdge Wealth, LLC$1.1M1
478GROUP ONE TRADING LLC$1.1M1
479Hilltop Holdings Inc.$1.1M1
480NWAM LLC$1.1M1
481LongView Wealth Management$1.1M1
482Signal Advisors Wealth, LLC$1.1M1
483TRED AVON FAMILY WEALTH, LLC$1.1M1
484SILVER OAK SECURITIES, INCORPORATED$1.1M1
485NLB Skladi, upravljanje premozenja, d.o.o.$1.1M1
486Goldstone Financial Group, LLC$1.1M1
487COMMERCE BANK$1.1M1
488Brooklyn Investment Group$1.1M1
489San Luis Wealth Advisors LLC$1.0M1
490Independent Advisor Alliance$1.0M1
491Diligent Investors, LLC$1.0M1
492PATRON PARTNERS, LLC$1.0M1
493Samalin Investment Counsel, LLC$1.0M1
494GTS SECURITIES LLC$1.0M1
495Tempus Wealth Planning, LLC$1.0M1
496Sage Investment Counsel LLC$1.0M1
497RDA Financial Network$1.0M1
498PANAGORA ASSET MANAGEMENT INC$1.0M1
499PRINCIPAL SECURITIES, INC.$1.0M1
500Blue Trust, Inc.$1.0M1
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)4 buy / 2 sell
Congress net ($ bound)−$26.0K to $58.0K
Filers net (actions)not in build
Filers net ($ 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 O

RETAINED WINDOW · ACTIVE HITS
Signal hits naming O
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 O · financials and macro

Financials — as filed PLANNED

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