Public record / Tickers / OC

OC — Owens Corning

Both disclosure regimes on one name: who in Congress filed about OC, 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
4
all PTR rows naming OC
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
08-05
filed 2026-08-05
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

Tommy Tuberville · $15.0K–$50.0K

Sale · traded 2025-10-07 → filed 2026-08-05. Ranked over every OC 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.

3 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

3 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. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING OC · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning OC
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Tommy Tuberville R–ALSale · JT (jointly owned)Traded 2025-10-07 LATE·302d$15K–$50Kamendment pending
2026-08-05Tommy Tuberville R–ALSale · partial · JT (partial sale, jointly owned)Traded 2024-10-29 LATE·645d$15K–$50Kamendment pending
2026-08-05Tommy Tuberville R–ALSale · JT (jointly owned)Traded 2024-10-29 LATE·645d$15K–$50Kamendment pending
2022-09-15Tommy Tuberville R–ALPurchase · JT (jointly owned)Traded 08-01 +45d$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 4 ↗

Members active in OC

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing OC 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.
Tommy Tuberville R–AL1−$50.0K to −$15.0K5

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

Congress ↔ notable managers · OC

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

Congress · last 90 days

Buyers
0
Sellers
1 Tommy Tuberville R–AL $45K–$150K

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

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $55.2M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · OWENS CORNING NEW

Merged timeline of congressional filings and notable-manager moves on OC
DateWhoChangeSize
2026-08-05Tommy Tuberville CongressSale$15K–$50K
2026-08-05Tommy Tuberville CongressSale$15K–$50K
2026-08-05Tommy Tuberville CongressSale$15K–$50K
2026-05-15Gotham Asset Management 13Fadd+120,587 sh
2026-05-15Bridgewater Associates 13Fexit−246,565 sh
2026-05-15Moore Capital Management 13Fexit−57,500 sh
2026-05-15Appaloosa 13Fexit−950,000 sh
2026-05-14Caxton Associates 13Fexit−10,954 sh

8 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 OC for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$997M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$596M1
3VANGUARD CAPITAL MANAGEMENT LLC$392M1
4STATE STREET CORP$334M1
5DIMENSIONAL FUND ADVISORS LP$299M1
6AQR CAPITAL MANAGEMENT LLC$271M1
7UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$240M1
8FIRST TRUST ADVISORS LP$236M1
9AMERICAN CENTURY COMPANIES INC$221M1
10GEODE CAPITAL MANAGEMENT, LLC$214M1
11ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$138M1
12Allspring Global Investments Holdings, LLC$126M1
13NORDEA INVESTMENT MANAGEMENT AB$118M1
14TWO SIGMA INVESTMENTS, LP$105M1
15MILLENNIUM MANAGEMENT LLC$104M1
16GENDELL JEFFREY L$102M1
17HARRIS ASSOCIATES L P$99.1M1
18MORGAN STANLEY$89.4M1
19DEUTSCHE BANK AG\$82.6M1
20BANK OF AMERICA CORP /DE/$80.5M1
21NORTHERN TRUST CORP$77.7M1
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC$75.8M1
23VICTORY CAPITAL MANAGEMENT INC$73.9M1
24Bank of New York Mellon Corp$67.0M1
25Clean Energy Transition LLP$62.2M1
26SCHRODER INVESTMENT MANAGEMENT GROUP$57.9M1
27Gotham Asset Management, LLC$55.2M1
28VANGUARD FIDUCIARY TRUST CO$55.0M1
29D. E. Shaw & Co., Inc.$54.0M1
30FRANKLIN RESOURCES INC$50.7M1
31LGT Group Foundation$49.7M1
32RAYMOND JAMES FINANCIAL INC$48.9M1
33BALYASNY ASSET MANAGEMENT L.P.$48.7M1
34ALLIANCEBERNSTEIN L.P.$47.0M1
35UBS Group AG$45.3M1
36FMR LLC$45.2M1
37PRINCIPAL FINANCIAL GROUP INC$44.4M1
38BANQUE PICTET & CIE SA$43.6M1
39Lodge Hill Capital, LLC$39.3M1
40River Road Asset Management, LLC$38.8M1
41Point72 Asset Management, L.P.$36.3M1
42Callodine Capital Management, LP$35.4M1
43Nuveen, LLC$35.0M1
44Bank Pictet & Cie (Europe) AG$33.4M1
45Swedbank AB$31.8M1
46Amundi$31.3M1
47GREAT LAKES ADVISORS, LLC$30.3M1
48WELLS FARGO & COMPANY/MN$30.0M1
49Apollo Management Holdings, L.P.$26.0M1
50SYSTEMATIC FINANCIAL MANAGEMENT LP$25.9M1
51RHUMBLINE ADVISERS$25.5M1
52Quantinno Capital Management LP$22.5M1
53Kimelman & Baird, LLC$21.2M1
54Retirement Systems of Alabama$20.8M1
55Invesco Ltd.$20.7M1
56ANTIPODES PARTNERS Ltd$20.0M1
57SEI INVESTMENTS CO$19.6M1
58Invenomic Capital Management LP$19.0M1
59GOLDENTREE ASSET MANAGEMENT LP$19.0M1
60Swiss National Bank$17.6M1
61SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$17.2M1
62AMERIPRISE FINANCIAL INC$16.9M1
63Triodos Investment Management BV$16.9M1
64CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$16.6M1
65BARCLAYS PLC$16.0M1
66JUPITER ASSET MANAGEMENT LTD$15.6M1
67SummitTX Capital, L.P.$15.5M1
68NAN FUNG TRINITY (HK) Ltd$14.7M1
69FEDERATED HERMES, INC.$14.6M1
70Distillate Capital Partners LLC$14.5M1
71Skylands Capital, LLC$14.1M1
72ENVESTNET ASSET MANAGEMENT INC$13.8M1
73Robeco Institutional Asset Management B.V.$13.7M1
74Lansforsakringar Fondforvaltning AB (publ)$13.4M1
75Legal & General Group Plc$13.0M1
76ROYAL BANK OF CANADA$12.8M1
77Man Group plc$12.6M1
78Mitsubishi UFJ Asset Management Co., Ltd.$12.4M1
79ABN AMRO Bank N.V.$12.4M1
80FULLER & THALER ASSET MANAGEMENT, INC.$12.2M1
81EDMOND DE ROTHSCHILD HOLDING S.A.$12.0M1
82BCV Asset Management Inc.$11.5M1
83SHAPIRO CAPITAL MANAGEMENT LLC$11.4M1
84WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$11.3M1
85Hartree Partners, LP$10.7M1
86WEDGE CAPITAL MANAGEMENT L L P/NC$10.6M1
87CITIGROUP INC$10.5M1
88PRUDENTIAL FINANCIAL INC$10.4M1
89Pictet Asset Management Holding SA$10.0M1
90IEQ CAPITAL, LLC$10.0M1
91BNP Paribas Asset Management Holding S.A.$10.0M1
92STIFEL FINANCIAL CORP$9.6M1
93RWC Asset Management LLP$9.4M1
94CREDIT AGRICOLE S A$9.2M1
95Grantham, Mayo, Van Otterloo & Co. LLC$9.1M1
96MACKENZIE FINANCIAL CORP$9.0M1
97Eurizon Capital SGR S.p.A.$8.8M1
98M&G Plc$8.6M1
99Connor, Clark & Lunn Investment Management Ltd.$8.6M1
100Aptus Capital Advisors, LLC$8.3M1
101NEW YORK STATE COMMON RETIREMENT FUND$8.2M1
102Candriam S.C.A.$8.2M1
103NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$8.1M1
104VANGUARD ASSET MANAGEMENT, Ltd$7.8M1
105ExodusPoint Capital Management, LP$7.8M1
106CWM, LLC$7.4M1
107STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$7.2M1
108Rafferty Asset Management, LLC$7.1M1
109Mariner, LLC$7.0M1
110Walleye Capital LLC$7.0M1
111Guinness Asset Management LTD$6.9M1
112Moran Wealth Management, LLC$6.9M1
113MANUFACTURERS LIFE INSURANCE COMPANY, THE$6.7M1
114Tiptree Advisors, LLC$6.5M1
115COMMERCE BANK$6.3M1
116New Age Alpha Advisors, LLC$6.1M1
117Janus Henderson Group Ltd.$6.1M1
118Advisors Capital Management, LLC$6.0M1
119Zurcher Kantonalbank (Zurich Cantonalbank)$5.8M1
120Vanguard Global Advisers, LLC$5.2M1
121FIFTH THIRD BANCORP$5.1M1
122Empowered Funds, LLC$4.9M1
123Brevan Howard Capital Management LP$4.8M1
124Cinctive Capital Management LP$4.8M1
125MERCER GLOBAL ADVISORS INC /ADV$4.7M1
126Universal- Beteiligungs- und Servicegesellschaft mbH$4.7M1
127Creative Planning$4.5M1
128MetLife Investment Management, LLC$4.4M1
129WORLDQUANT MILLENNIUM ADVISORS LLC$4.3M1
130KESTRA PRIVATE WEALTH SERVICES, LLC$4.2M1
131Cerity Partners LLC$4.0M1
132Atom Investors LP$4.0M1
133LEVEL FOUR ADVISORY SERVICES, LLC$3.9M1
134LPL Financial LLC$3.9M1
135OCCUDO QUANTITATIVE STRATEGIES LP$3.7M1
136O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.5M1
137STOREBRAND ASSET MANAGEMENT AS$3.5M1
138BANK OF MONTREAL /CAN/$3.5M1
139NATIONAL BANK OF CANADA /FI/$3.4M1
140MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.4M1
141Squarepoint Ops LLC$3.4M1
142HSBC HOLDINGS PLC$3.1M1
143MANNING & NAPIER ADVISORS LLC$3.1M1
144Corient Private Wealth LLC$3.1M1
145WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.0M1
146State of New Jersey Common Pension Fund D$3.0M1
147Y-Intercept (Hong Kong) Ltd$3.0M1
148Allianz Asset Management GmbH$3.0M1
149HANCOCK WHITNEY CORP$2.9M1
150XTX Topco Ltd$2.9M1
151PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$2.9M1
152Covea Finance$2.9M1
153YOUSIF CAPITAL MANAGEMENT, LLC$2.8M1
154Ashton Thomas Private Wealth, LLC$2.7M1
155STATE OF WISCONSIN INVESTMENT BOARD$2.7M1
156Richard Bernstein Advisors LLC$2.6M1
157CIBC WORLD MARKET INC.$2.6M1
158SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.6M1
159Cetera Investment Advisers$2.6M1
160PEAK6 LLC$2.5M1
161Swiss Life Asset Management Ltd$2.5M1
162Arizona State Retirement System$2.4M1
163Ameritas Investment Partners, Inc.$2.4M1
164CAPITOLIS LIQUID GLOBAL MARKETS LLC$2.4M1
165KLP KAPITALFORVALTNING AS$2.4M1
166Vanguard Investments Australia, Ltd.$2.3M1
167CIBC Bancorp USA Inc.$2.3M1
168COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.2M1
169Hudson Bay Capital Management LP$2.2M1
170Robeco Schweiz AG$2.2M1
171VOYA INVESTMENT MANAGEMENT LLC$2.2M1
172KEYBANK NATIONAL ASSOCIATION/OH$2.2M1
173apricus wealth, LLC$2.2M1
174Leibman Financial Services, Inc.$2.2M1
175STATE OF MICHIGAN RETIREMENT SYSTEM$2.1M1
176Beacon Bank & Trust$2.1M1
177Tidal Investments LLC$2.1M1
178Orion Porfolio Solutions, LLC$2.1M1
179Paralel Advisors LLC$2.0M1
180NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.0M1
181Livforsakringsbolaget Skandia, Omsesidigt$2.0M1
182Focus Partners Wealth$2.0M1
183ABN AMRO INVESTMENT SOLUTIONS$1.9M1
184Sanctuary Advisors, LLC$1.9M1
185OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.8M1
186BDF-GESTION$1.7M1
187Jackson Hole Capital Partners, LLC$1.7M1
188Vanguard Personalized Indexing Management, LLC$1.6M1
189CastleKnight Management LP$1.6M1
190Strengthening Families & Communities, LLC$1.5M1
191COMMONWEALTH EQUITY SERVICES, LLC$1.5M1
192LBP AM SA$1.5M1
193PRECEDENT WEALTH PARTNERS, LLC$1.5M1
194&PARTNERS$1.5M1
195QRG CAPITAL MANAGEMENT, INC.$1.5M1
196Utah Retirement Systems$1.5M1
197Summit Trail Advisors, LLC$1.4M1
198Vident Advisory, LLC$1.4M1
199OMERS ADMINISTRATION Corp$1.4M1
200IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.4M1
201SIMPLEX TRADING, LLC$1.4M1
202Freestone Grove Partners LP$1.4M1
203BANK OF NOVA SCOTIA$1.3M1
204PICTET BANK & TRUST Ltd$1.3M1
205Walleye Trading LLC$1.3M1
206Pathstone Holdings, LLC$1.3M1
207Hixon Zuercher, LLC$1.2M1
208Illinois Municipal Retirement Fund$1.2M1
209Dala Group, LLC$1.2M1
210NorthCrest Asset Manangement, LLC$1.2M1
211Laird Norton Wetherby Trust Company, LLC$1.2M1
212FIL Ltd$1.1M1
213OSAIC HOLDINGS, INC.$1.1M1
214DOLIVER ADVISORS, LP$1.1M1
215Albar Capital Partners LLP$1.1M1
216TRUIST FINANCIAL CORP$1.1M1
217XPONANCE LLC$1.1M1
218ING GROEP NV$1.1M1
219NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.1M1
220RITHOLTZ WEALTH MANAGEMENT$1.0M1
221AMG National Trust Bank$1.0M1
222Engineers Gate Manager LP$1.0M1
223Ensign Peak Advisors, Inc$979K1
224HighTower Advisors, LLC$978K1
225State of Wyoming$975K1
226DUMONT & BLAKE INVESTMENT ADVISORS LLC$940K1
227M&T BANK CORP$930K1
228Daiwa Securities Group Inc.$909K1
229Havemeyer Place LP$908K1
230Chicago Partners Investment Group LLC$886K1
231GUGGENHEIM CAPITAL LLC$838K1
232CSS LLC/IL$835K1
233NISA INVESTMENT ADVISORS, LLC$829K1
234HUB Investment Partners, LLC$821K1
235STABLEFORD CAPITAL II LLC$818K1
236MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$811K1
237Focus Partners Advisor Solutions, LLC$808K1
238Vise Technologies, Inc.$755K1
239Brooklyn Investment Group$751K1
240Truvestments Capital LLC$738K1
241EFG International AG$698K1
242GROUPAMA ASSET MANAGMENT$694K1
243Atria Investments, Inc$685K1
244Envestnet Portfolio Solutions, Inc.$684K1
245WADDELL & ASSOCIATES, LLC$668K1
246Banque Cantonale Vaudoise$664K1
247US BANCORP \DE\$659K1
248SECURIAN ASSET MANAGEMENT, INC$648K1
249Curi Capital, LLC$637K1
250Aster Capital Management (DIFC) Ltd$634K1
251Foresight Group Ltd Liability Partnership$623K1
252LGT Fund Management Co Ltd.$605K1
253Concurrent Investment Advisors, LLC$601K1
254GLENMEDE TRUST CO NA$596K1
255NewEdge Advisors, LLC$585K1
256EVEXIA WEALTH LLC$580K1
257Aquatic Capital Management LLC$576K1
258KMG FIDUCIARY PARTNERS, LLC$573K1
259COLDSTREAM CAPITAL MANAGEMENT INC$568K1
260Verition Fund Management LLC$566K1
261Schonfeld Strategic Advisors LLC$561K1
262HB Wealth Management, LLC$549K1
263KING LUTHER CAPITAL MANAGEMENT CORP$549K1
264QUADRANT CAPITAL GROUP LLC$547K1
265Federation des caisses Desjardins du Quebec$544K1
266FIRST CITIZENS BANK & TRUST CO$542K1
267MML INVESTORS SERVICES, LLC$541K1
268Holocene Advisors, LP$530K1
269Merit Financial Group, LLC$527K1
270Bull Harbor Capital LLC$521K1
271VIAWEALTH, LLC$516K1
272GREENLEAF TRUST$514K1
273INTECH INVESTMENT MANAGEMENT LLC$512K1
274Compound Planning, Inc.$511K1
275Krilogy Financial LLC$506K1
276MAI Capital Management$503K1
277Bosman Wealth Management, LLC$501K1
278MARTINGALE ASSET MANAGEMENT L P$495K1
279Beacon Pointe Advisors, LLC$495K1
280Hodges Capital Management Inc.$493K1
281Assenagon Asset Management S.A.$488K1
282DnB Asset Management AS$480K1
283Guinness Atkinson Asset Management Inc$468K1
284Kestra Advisory Services, LLC$467K1
285B. Metzler seel. Sohn & Co. AG$450K1
286AUCTUS ADVISORS LLC$450K1
287Numerai GP LLC$439K1
288Maryland State Retirement & Pension System$436K1
289CITADEL ADVISORS LLC$436K1
290Ethic Inc.$434K1
291Avalon Trust Co$433K1
292MIRABELLA FINANCIAL SERVICES LLP$432K1
293Jain Global LLC$425K1
294ODDO BHF ASSET MANAGEMENT SAS$410K1
295DIVERSIFY WEALTH MANAGEMENT, LLC$409K1
296EVOLVE PRIVATE WEALTH, LLC$409K1
297First Pacific Financial$406K1
298Marnell Management LLC$389K1
299NATIXIS$386K1
300Meixler Investment Management, Ltd.$383K1
301UNITED CAPITAL FINANCIAL ADVISORS, LLC$380K1
302CITIZENS FINANCIAL GROUP INC/RI$379K1
303Crossmark Global Holdings, Inc.$376K1
304OPPENHEIMER ASSET MANAGEMENT INC.$376K1
305Empower Advisory Group, LLC$367K1
306INCEPTIONR LLC$366K1
307denkapparat Operations GmbH$365K1
308Corient IA LLC$365K1
309Avestar Capital, LLC$358K1
310ProShare Advisors LLC$357K1
311Clearstead Advisors, LLC$353K1
312NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$350K1
313iSAM Funds (UK) Ltd$342K1
314Kingsview Wealth Management, LLC$337K1
315Sivia Capital Partners, LLC$325K1
316CHOREO, LLC$319K1
317Calamos Advisors LLC$318K1
318Calamos Wealth Management LLC$318K1
319Kintegral Advisory, LLC$309K1
320Pallas Capital Advisors LLC$307K1
321TWO SIGMA SECURITIES, LLC$306K1
322Altus Wealth Group LLC$304K1
323Resonant Capital Advisors, LLC$301K1
324PINNACLE ASSOCIATES LTD$299K1
325EP Wealth Advisors, LLC$296K1
326Sterling Capital Management LLC$296K1
327CIBC Asset Management Inc$296K1
328Kera Capital Partners, Inc.$292K1
329Snowden Capital Advisors LLC$289K1
330SHELTON CAPITAL MANAGEMENT$288K1
331Baker Avenue Asset Management, LP$287K1
332Arax Advisory Partners$279K1
333Allworth Financial LP$275K1
334MWA Asset Management$264K1
335VERUS CAPITAL PARTNERS, LLC$263K1
336North Dakota State Investment Board$263K1
337Severin Investments, LLC$261K1
338JOURNEY STRATEGIC WEALTH LLC$259K1
339EVERGREEN CAPITAL MANAGEMENT LLC$255K1
340Sequoia Financial Advisors, LLC$253K1
341Inscription Capital, LLC$245K1
342Centiva Capital, LP$245K1
343Rockefeller Capital Management L.P.$243K1
344Costello Asset Management, INC$241K1
345Lido Advisors, LLC$240K1
346Graham Capital Management, L.P.$238K1
347Dorato Capital Management$237K1
348Sendero Wealth Management, LLC$237K1
349Waverly Advisors, LLC$236K1
350Riverwater Partners LLC$235K1
351Family Manage LLC$232K1
352JACKSON THORNTON WEALTH MANAGEMENT, LLC$232K1
353Aaron Wealth Advisors LLC$227K1
354NICOLET BANKSHARES INC$222K1
355Cresset Asset Management, LLC$217K1
356Fieldview Capital Management, LLC$217K1
357Radnor Capital Management, LLC$216K1
358INTRUST BANK NA$212K1
359WEXFORD CAPITAL LP$211K1
360Gryphon Financial Partners LLC$209K1
361Meiji Yasuda Asset Management Co Ltd.$205K1
362FIDELIS CAPITAL PARTNERS, LLC$205K1
363NOMURA HOLDINGS INC$202K1
364Oakum Bay Capital LLC$195K1
365NOMURA ASSET MANAGEMENT CO LTD$176K1
366LSV ASSET MANAGEMENT$158K1
367Steward Partners Investment Advisory, LLC$158K1
368TRUST CO OF TOLEDO NA /OH/$135K1
369CVA Family Office, LLC$127K1
370Grove Bank & Trust$127K1
371Blue Trust, Inc.$116K1
372Advisors Asset Management, Inc.$109K1
373Mirae Asset Global Investments Co., Ltd.$99.1K1
374Key FInancial Inc$98.3K1
375Bank of New Hampshire$97.4K1
376Palouse Capital Management, Inc.$96.5K1
377SIGNATUREFD, LLC$96.3K1
378CoreFirst Bank & Trust$95.2K1
379Curat Global, LLC$91.1K1
380SJS Investment Consulting Inc.$82.6K1
381MATHER GROUP, LLC.$72.2K1
382UMB Bank, n.a.$70.5K1
383Glen Eagle Advisors, LLC$60.5K1
384Caitlin John, LLC$56.5K1
385DekaBank Deutsche Girozentrale$55.5K1
386ASSETMARK, INC$50.9K1
387Deseret Mutual Benefit Administrators$50.2K1
388Smartleaf Asset Management LLC$48.0K1
389Bangor Savings Bank$43.3K1
390Parkside Financial Bank & Trust$40.8K1
391STANCE CAPITAL LLC$40.8K1
392True Wealth Design, LLC$39.8K1
393TD Waterhouse Canada Inc.$39.5K1
394Clayton Financial Group LLC$38.7K1
395Larson Financial Group LLC$35.5K1
396Nemes Rush Group LLC$34.1K1
397Cassaday & Co Wealth Management LLC$30.0K1
398Portus Wealth Advisors, LLC$22.3K1
399Leonteq Securities AG$20.8K1
400Manchester Capital Management LLC$18.3K1
401Salomon & Ludwin, LLC$16.0K1
402Westside Investment Management, Inc.$15.7K1
403KBC Group NV$14.9K1
404Geneos Wealth Management Inc.$14.4K1
405TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$14.0K1
406PRIVATE TRUST CO NA$13.6K1
407DELTA ASSET MANAGEMENT LLC/TN$11.9K1
408Pinnacle Wealth Planning Services, Inc.$11.3K1
409BROWN, LISLE/CUMMINGS, INC.$10.8K1
410Global Trust Asset Management, LLC$10.8K1
411JPL Wealth Management, LLC$10.8K1
412NATIXIS ADVISORS, LLC$8.7K1
413VAN ECK ASSOCIATES CORP$8.6K1
414ALBION FINANCIAL GROUP /UT$8.6K1
415Private Wealth Management Group, LLC$8.6K1
416CANADA LIFE ASSURANCE Co$8.5K1
417PROSPERITY BANCSHARES INC$8.3K1
418MEEDER ASSET MANAGEMENT INC$8.0K1
419FARMERS & MERCHANTS INVESTMENTS INC$8.0K1
420Abound Wealth Management$7.7K1
421Kilter Group LLC$7.1K1
422Benson Wealth Management INC$7.1K1
423ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$6.9K1
424SBI Securities Co., Ltd.$6.9K1
425JFS WEALTH ADVISORS, LLC$6.5K1
426Activest Wealth Management$6.5K1
427SHP Wealth Management$6.4K1
428Sachetta, LLC$6.3K1
429WPG Advisers, LLC$6.3K1
430HM PAYSON & CO$6.0K1
431Owl Creek Wealth Partners LLC$5.4K1
432South Dakota Investment Council$5.3K1
433Triumph Capital Management$4.9K1
434MBM WEALTH CONSULTANTS, LLC$4.9K1
435Cherry Tree Wealth Management, LLC$4.9K1
436Destiny Wealth Partners, LLC$4.7K1
437NEW YORK STATE TEACHERS RETIREMENT SYSTEM$4.6K1
438Crewe Advisors LLC$4.5K1
439ENTRUST FINANCIAL LLC$4.4K1
440State of Alaska, Department of Revenue$4.2K1
441Raleigh Capital Management Inc.$4.0K1
442Valued Wealth Advisors LLC$3.9K1
443Treasurer of the State of North Carolina$3.8K1
444Transamerica Financial Advisors, LLC$3.7K1
445NFSG Corp$3.6K1
446Kingdom Financial Group LLC.$3.6K1
447MASECO LLP$3.5K1
448FOSTER & MOTLEY INC$3.4K1
449Keating Financial Advisory Services, Inc.$3.4K1
450Heritage Wealth Advisors$3.0K1
451THRIVENT FINANCIAL FOR LUTHERANS$2.8K1
452TOTH FINANCIAL ADVISORY CORP$2.4K1
453DUNCKER STREETT & CO INC$2.2K1
454DiNuzzo Private Wealth, Inc.$2.1K1
455Bell Investment Advisors, Inc$1.9K1
456Physician Wealth Advisors, Inc.$1.6K1
457Penserra Capital Management LLC$1.6K1
458Cromwell Holdings LLC$1.5K1
459SouthState Bank Corp$1.5K1
460Rialto Wealth Management, LLC$1.5K1
461Elevated Capital Advisors, LLC$1.5K1
462CBIZ Investment Advisory Services, LLC$1.4K1
463Spire Wealth Management$1.4K1
464Ankerstar Wealth, LLC$1.3K1
465Jackson, Grant Investment Advisers, Inc.$1.3K1
466Addison Advisors LLC$1.3K1
467DHJJ Financial Advisors, Ltd.$1.3K1
468Orion Capital Management LLC$1.3K1
469ELEVATION WEALTH PARTNERS, LLC$1.2K1
470WEBSTER BANK, N. A.$9741
471Asset Dedication, LLC$9741
472PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$8871
473MV CAPITAL MANAGEMENT, INC.$8661
474INVESTMENT COUNSEL CO OF NEVADA$8661
475Prestige Wealth Management Group LLC$7641
476American Capital Advisory, LLC$7581
477Legacy Wealth Managment, LLC/ID$6501
478HFM Investment Advisors, LLC$6491
479Hilton Head Capital Partners, LLC$6491
480Sunrise Financial Services, LLC$6491
481Quaker Wealth Management, LLC$4331
482Vestcor Inc$3991
483NBT BANK, N.A.$3251
484USA FINANCIAL FORMULAS$3251
485INGALLS & SNYDER LLC$2441
486Beaird Harris Wealth Management, LLC$2171
487Seneschal Advisors, LLC$2171
488Atlantic Union Bankshares Corp$2161
489Vermillion Wealth Management, Inc.$2161
490Godfrey Financial Associates, Inc.$2161
491INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$2151
492Employees Retirement System of Texas$981
493COHEN & STEERS, INC.$871
494Measured Wealth Private Client Group, LLC$321
495Smithfield Trust Co$251
496CX Institutional$251
497Capital Advisors, Ltd. LLC$41
498VALLEY NATIONAL ADVISERS INC$11
499Avion Wealth$11
500Compagnie Lombard Odier SCmA$01
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)−$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 OC

RETAINED WINDOW · ACTIVE HITS
Signal hits naming OC
KindRuleHits
COMMITTEEa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied1 hit

Every rule, with its definition →

Planned modules for OC · financials and macro

Financials — as filed PLANNED

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