Public record / Tickers / ORI

ORI — OLD REPUBLIC INTERNATIONAL CORP

Both disclosure regimes on one name: who in Congress filed about ORI, 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 ORI
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
06-22
filed 2025-06-22
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 · $15.0K–$50.0K

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

No member disclosed ORI 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.

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

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 ORI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ORI
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-06-22Jefferson Shreve R–IN-6SaleTraded 05-12 +41d$15K–$50K
2023-01-03Virginia Foxx R–NC-5Purchase · JT (jointly owned)Traded 2022-03-07 LATE·302d$1K–$15K
2023-01-03Virginia Foxx R–NC-5Purchase · JT (jointly owned)Traded 2022-03-01 LATE·308d$15K–$50K
2022-06-04Virginia Foxx R–NC-5Sale · JT (jointly owned)Traded 05-12 +23d$15K–$50K
2022-05-04Virginia Foxx R–NC-5Purchase · JT (jointly owned)Traded 04-06 +28d$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 ORI

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

No member disclosed ORI in the trailing 12 months.

Congress ↔ notable managers · ORI

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
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · OLD REP INTL CORP

Merged timeline of congressional filings and notable-manager moves on ORI
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Ftrim−191,673 sh
2026-05-15Bridgewater Associates 13Ftrim−210,129 sh

2 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 ORI for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.0B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$480M1
3STATE STREET CORP$402M1
4VANGUARD CAPITAL MANAGEMENT LLC$397M1
5VICTORY CAPITAL MANAGEMENT INC$277M1
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC$275M1
7DIMENSIONAL FUND ADVISORS LP$268M1
8AQR CAPITAL MANAGEMENT LLC$231M1
9Hamlin Capital Management, LLC$189M1
10GQG Partners LLC$141M1
11RAYMOND JAMES FINANCIAL INC$125M1
12MORGAN STANLEY$123M1
13FIRST TRUST ADVISORS LP$113M1
14NORTHERN TRUST CORP$108M1
15VANGUARD FIDUCIARY TRUST CO$56.3M1
16Quantinno Capital Management LP$46.9M1
17Invesco Ltd.$44.7M1
18TCTC Holdings, LLC$39.1M1
19M&T BANK CORP$36.9M1
20Gotham Asset Management, LLC$35.4M1
21NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$31.8M1
22Port Capital LLC$30.5M1
23FRANKLIN RESOURCES INC$30.4M1
24MACQUARIE GROUP LTD$30.1M1
25UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$27.7M1
26Arbejdsmarkedets Tillaegspension$25.8M1
27ProShare Advisors LLC$24.0M1
28Focus Partners Wealth$23.3M1
29Retirement Systems of Alabama$23.2M1
30RITHOLTZ WEALTH MANAGEMENT$23.2M1
31CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$23.1M1
32FMR LLC$21.7M1
33WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$21.2M1
34BANK OF AMERICA CORP /DE/$20.6M1
35PRINCIPAL FINANCIAL GROUP INC$20.3M1
36DDD Partners, LLC$19.6M1
37LPL Financial LLC$18.9M1
38Swiss National Bank$18.6M1
39UBS Group AG$17.7M1
40ROYAL BANK OF CANADA$17.3M1
41US BANCORP \DE\$17.3M1
42NORDEA INVESTMENT MANAGEMENT AB$16.1M1
43Man Group plc$15.9M1
44REGIONS FINANCIAL CORP$15.3M1
45CITADEL ADVISORS LLC$14.2M1
46Legal & General Group Plc$13.9M1
47Baird Financial Group, Inc.$13.9M1
48SEI INVESTMENTS CO$13.6M1
49Nuveen, LLC$13.3M1
50ALLIANCEBERNSTEIN L.P.$12.9M1
51Paradiem, LLC$12.7M1
52JACOBS LEVY EQUITY MANAGEMENT, INC$12.6M1
53CRAWFORD INVESTMENT COUNSEL INC$12.2M1
54ENVESTNET ASSET MANAGEMENT INC$11.4M1
55Corient Private Wealth LLC$11.4M1
56Allianz Asset Management GmbH$11.0M1
57FULLER & THALER ASSET MANAGEMENT, INC.$10.8M1
58First Eagle Investment Management, LLC$10.7M1
59HANCOCK WHITNEY CORP$10.7M1
60STEPHENS INC /AR/$10.2M1
61IEQ CAPITAL, LLC$9.6M1
62Robeco Institutional Asset Management B.V.$9.5M1
63STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$9.5M1
64VANGUARD ASSET MANAGEMENT, Ltd$8.5M1
65TEACHER RETIREMENT SYSTEM OF TEXAS$8.0M1
66AMERICAN CENTURY COMPANIES INC$7.9M1
67HENNESSY ADVISORS INC$7.5M1
68Susquehanna Portfolio Strategies, LLC$7.2M1
69HEARTLAND ADVISORS INC$6.9M1
70Orca Wealth Management, LLC$6.8M1
71BARCLAYS PLC$6.8M1
72Dupree Financial Group, LLC$6.7M1
73Lighthouse Investment Partners, LLC$6.7M1
74MANUFACTURERS LIFE INSURANCE COMPANY, THE$6.4M1
75Mirae Asset Global Investments Co., Ltd.$6.4M1
76Ellsworth Advisors, LLC$6.4M1
77INTECH INVESTMENT MANAGEMENT LLC$6.3M1
78Illinois Municipal Retirement Fund$6.3M1
79COMMONWEALTH EQUITY SERVICES, LLC$6.2M1
80CITIGROUP INC$6.1M1
81O'SHAUGHNESSY ASSET MANAGEMENT, LLC$6.0M1
82CWM, LLC$5.7M1
83VOYA INVESTMENT MANAGEMENT LLC$5.7M1
84Creative Planning$5.5M1
85WELLS FARGO & COMPANY/MN$5.5M1
86Cetera Investment Advisers$5.5M1
87Mariner, LLC$5.4M1
88NEW VERNON INVESTMENT MANAGEMENT LLC$5.2M1
89CIBC Bancorp USA Inc.$5.1M1
90Vest Financial, LLC$5.0M1
91WOODMONT INVESTMENT COUNSEL LLC$4.6M1
92GUGGENHEIM CAPITAL LLC$4.6M1
93Providence Capital Advisors, LLC$4.5M1
94WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$4.3M1
95EVOLVE PRIVATE WEALTH, LLC$4.1M1
96Ameritas Investment Partners, Inc.$4.1M1
97SCS Capital Management LLC$4.1M1
98Janus Henderson Group Ltd.$4.1M1
99Zurcher Kantonalbank (Zurich Cantonalbank)$4.1M1
100MERCER GLOBAL ADVISORS INC /ADV$4.0M1
101Cerity Partners LLC$3.9M1
102Brevan Howard Capital Management LP$3.9M1
103Inspire Investing, LLC$3.9M1
104Vanguard Global Advisers, LLC$3.9M1
105Ensign Peak Advisors, Inc$3.9M1
106Bridgewater Associates, LP$3.7M1
107Mitsubishi UFJ Trust & Banking Corp$3.7M1
108OSAIC HOLDINGS, INC.$3.7M1
109MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.5M1
110Aquatic Capital Management LLC$3.4M1
111Universal- Beteiligungs- und Servicegesellschaft mbH$3.4M1
112DELTA ASSET MANAGEMENT LLC/TN$3.3M1
113Uncommon Cents Investing LLC$3.3M1
114Vanguard Personalized Indexing Management, LLC$3.3M1
115Tidal Investments LLC$3.2M1
116PARK CIRCLE Co$3.2M1
117FIFTH THIRD BANCORP$3.1M1
118BURNEY CO/$3.1M1
119Rodgers Brothers Inc.$2.9M1
120CIBC WORLD MARKET INC.$2.8M1
121XTX Topco Ltd$2.8M1
122Insight Wealth Strategies, LLC$2.8M1
123MILLENNIUM MANAGEMENT LLC$2.7M1
124TWO SIGMA INVESTMENTS, LP$2.7M1
125Cherokee Insurance Co$2.6M1
126KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$2.6M1
127Arizona State Retirement System$2.6M1
128State of New Jersey Common Pension Fund D$2.4M1
129Pathstone Holdings, LLC$2.4M1
130Vanguard Investments Australia, Ltd.$2.3M1
131Jefferson Bridge Capital, LLC$2.3M1
132COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.3M1
133Applied Capital LLC/FL$2.3M1
134Atlantic Union Bankshares Corp$2.3M1
135STATE OF MICHIGAN RETIREMENT SYSTEM$2.2M1
136LAZARD ASSET MANAGEMENT LLC$2.1M1
137Weaver C. Barksdale & Associates, Inc.$2.1M1
138HighTower Advisors, LLC$2.1M1
139GDS Wealth Management$2.1M1
140INCEPTIONR LLC$2.1M1
141NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.0M1
142Private Advisor Group, LLC$1.9M1
143OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.9M1
144Allworth Financial LP$1.8M1
145BANK OF MONTREAL /CAN/$1.8M1
146NAPLES GLOBAL ADVISORS, LLC$1.8M1
147Ridgewood Investments LLC$1.7M1
148CHOREO, LLC$1.7M1
149Summit Trail Advisors, LLC$1.7M1
150FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$1.6M1
151Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$1.6M1
152BRANDES INVESTMENT PARTNERS, LP$1.6M1
153Hudson Portfolio Management LLC$1.6M1
154Kiker Wealth Management, LLC$1.6M1
155BLAIR WILLIAM & CO/IL$1.5M1
156Utah Retirement Systems$1.5M1
157Elo Mutual Pension Insurance Co$1.5M1
158Pictet Asset Management Holding SA$1.5M1
159HBK Sorce Advisory LLC$1.4M1
160Summit Financial, LLC$1.4M1
161STIFEL FINANCIAL CORP$1.3M1
162DC Investments Management, LLC$1.3M1
163Lee Financial Co$1.3M1
164NewEdge Wealth, LLC$1.3M1
165Geneos Wealth Management Inc.$1.3M1
166AssuredPartners Investment Advisors, LLC$1.3M1
167Convergence Investment Partners, LLC$1.3M1
168ASSETMARK, INC$1.3M1
169FIRST CITIZENS BANK & TRUST CO$1.2M1
170Merit Financial Group, LLC$1.2M1
171Envestnet Portfolio Solutions, Inc.$1.2M1
172ALPS ADVISORS INC$1.2M1
173DEUTSCHE BANK AG\$1.2M1
174CAPSTONE INVESTMENT ADVISORS, LLC$1.2M1
175Hennion & Walsh Asset Management, Inc.$1.1M1
176NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.1M1
177Cresset Asset Management, LLC$1.1M1
178XPONANCE LLC$1.1M1
179Focus Partners Advisor Solutions, LLC$1.1M1
180NewEdge Advisors, LLC$1.1M1
181Everhart Financial Group, Inc.$1.1M1
182Empowered Funds, LLC$1.1M1
183FIDUCIARY TRUST CO$1.1M1
184Quadrature Capital Ltd$1.0M1
185Moors & Cabot, Inc.$993K1
186SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$988K1
187Vise Technologies, Inc.$987K1
188Etesian Wealth Advisors, Inc.$975K1
189CAISSE DES DEPOTS ET CONSIGNATIONS$959K1
190EVERGREEN CAPITAL MANAGEMENT LLC$939K1
191Avidian Wealth Enterprises, LLC$935K1
192HARRELL INVESTMENT PARTNERS, LLC$932K1
193D.B. Root & Company, LLC$922K1
194STATE OF WISCONSIN INVESTMENT BOARD$910K1
195UNITED CAPITAL FINANCIAL ADVISORS, LLC$893K1
196AlphaCore Capital LLC$858K1
197Ruggaard & Associates LLC$839K1
198TRUIST FINANCIAL CORP$835K1
199denkapparat Operations GmbH$829K1
200Invst, LLC$819K1
201Inscription Capital, LLC$810K1
202Oak Thistle LLC$808K1
203Callan Family Office, LLC$795K1
204CSS LLC/IL$785K1
205EXCHANGE TRADED CONCEPTS, LLC$774K1
206Ascentis Independent Advisors$773K1
207Impact Partnership Wealth, LLC$769K1
208ZACKS INVESTMENT MANAGEMENT$763K1
209Garner Asset Management Corp$745K1
210Pallas Capital Advisors LLC$740K1
211Chicago Partners Investment Group LLC$733K1
212JANE STREET GROUP, LLC$730K1
213FEDERATED HERMES, INC.$722K1
214Orion Porfolio Solutions, LLC$717K1
215Cambria Investment Management, L.P.$712K1
216Belleair Asset Management, LLC$696K1
217Rockefeller Capital Management L.P.$695K1
218A&I FINANCIAL SERVICES, LLC$694K1
219Kestra Advisory Services, LLC$691K1
220CIBC Asset Management Inc$690K1
221Crossmark Global Holdings, Inc.$690K1
222ATTICUS WEALTH MANAGEMENT, LLC$688K1
223Sanctuary Advisors, LLC$676K1
224MGO ONE SEVEN LLC$675K1
225SECURIAN ASSET MANAGEMENT, INC$670K1
226Foster Group, Inc.$664K1
227Mesirow Financial Investment Management, Inc.$663K1
228Pinnacle Financial Partners, Inc.$649K1
229QRG CAPITAL MANAGEMENT, INC.$647K1
230Squarepoint Ops LLC$638K1
231Perigon Wealth Management, LLC$627K1
232FIRST NATIONAL TRUST CO$624K1
233Dakota Wealth Management$621K1
234UMB Bank, n.a.$599K1
235Meeder Advisory Services, Inc.$585K1
236COLDSTREAM CAPITAL MANAGEMENT INC$581K1
237Vident Advisory, LLC$580K1
238Weiss Asset Management LP$579K1
239Sequoia Financial Advisors, LLC$578K1
240PRUDENTIAL FINANCIAL INC$565K1
241MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$561K1
242Krilogy Financial LLC$558K1
243Federation des caisses Desjardins du Quebec$554K1
244Swiss Life Asset Management Ltd$551K1
245Miller Financial Services LLC$550K1
246HB Wealth Management, LLC$541K1
247KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$528K1
248HFG Advisors, Inc.$522K1
249BARRETT & COMPANY, INC.$522K1
250MBM WEALTH CONSULTANTS, LLC$520K1
251Snowden Capital Advisors LLC$518K1
252Amundi$517K1
253Waverly Advisors, LLC$509K1
254Atria Investments, Inc$509K1
255HUB Investment Partners, LLC$509K1
256Resona Asset Management Co.,Ltd.$508K1
257MATRIX PRIVATE CAPITAL GROUP LLC$506K1
258World Investment Advisors$506K1
259CHILDRESS CAPITAL ADVISORS, LLC$499K1
260AE Wealth Management LLC$496K1
261Kera Capital Partners, Inc.$491K1
262Family Manage LLC$491K1
263EP Wealth Advisors, LLC$463K1
264Live Oak Investment Partners$455K1
265Baker Avenue Asset Management, LP$450K1
266Alan B Lancz & Associates, Inc.$449K1
267JFS WEALTH ADVISORS, LLC$441K1
268Maryland State Retirement & Pension System$441K1
269BANK OF NOVA SCOTIA$434K1
270Tower Research Capital LLC (TRC)$429K1
271MAI Capital Management$428K1
272SIGNET FINANCIAL MANAGEMENT, LLC$424K1
273NFSG Corp$417K1
274SUSQUEHANNA INTERNATIONAL GROUP, LLP$417K1
275Optas, LLC$411K1
276Fulcrum Capital LLC$408K1
277Lido Advisors, LLC$407K1
278Blue Trust, Inc.$402K1
279Platform Technology Partners$402K1
280Qsemble Capital Management, LP$398K1
281BETO FINANCIAL GROUP, LLC$397K1
282Brooklyn Investment Group$391K1
283Guardian Partners Inc.$389K1
284Savvy Advisors, Inc.$385K1
285Advisor OS, LLC$383K1
286Wolfstich Capital, LLC$380K1
287Mill Capital Management, LLC$376K1
288Smartleaf Asset Management LLC$376K1
289SAGESPRING WEALTH PARTNERS, LLC$372K1
290Clearstead Advisors, LLC$372K1
291Aaron Wealth Advisors LLC$369K1
292Steward Partners Investment Advisory, LLC$364K1
293HSBC HOLDINGS PLC$360K1
294MITCHELL SINKLER & STARR/PA$359K1
295Hummer Financial Advisory Services Inc$356K1
296Texas Capital Bank Wealth Management Services Inc$353K1
297CAPITAL ADVISORS INC/OK$352K1
298FIL Ltd$349K1
299Compound Planning, Inc.$349K1
300Visionary Wealth Advisors$342K1
301QUADRANT CAPITAL GROUP LLC$339K1
302SummitTX Capital, L.P.$333K1
303Claro Advisors Inc.$322K1
304Midwest Trust Co$322K1
305Savant Capital, LLC$322K1
306SFMG, LLC$319K1
307Bridgefront Capital, LLC$319K1
308Biltmore Family Office, LLC$315K1
309TWO SIGMA SECURITIES, LLC$312K1
310FIDUCIARY FINANCIAL GROUP, LLC$311K1
311Frec Markets, Inc.$307K1
312SHELTON CAPITAL MANAGEMENT$304K1
313Camelot Portfolios, LLC$303K1
314COMMERCE BANK$299K1
315OPPENHEIMER & CO INC$295K1
316WESTCO ADVISORY SERVICES INC /ADV$291K1
317NorthCrest Asset Manangement, LLC$290K1
318CROBAN$286K1
319SIGNATUREFD, LLC$284K1
320Pointe Capital Management LLC$284K1
321Elevate Capital Advisors, LLC$280K1
322EVOKE WEALTH, LLC$275K1
323Curat Global, LLC$271K1
324Concurrent Investment Advisors, LLC$269K1
325Destination Wealth Management$268K1
326North Dakota State Investment Board$267K1
327WADDELL & ASSOCIATES, LLC$266K1
328Paulson Wealth Management Inc.$265K1
329Prosperity Consulting Group, LLC$264K1
330Shepherd Financial Partners LLC$263K1
331SIMON QUICK ADVISORS, LLC$263K1
332TRUE BLUE FINANCIAL, LLC$260K1
333HEFFERNAN ADVISORY, INC$260K1
334waypoint wealth counsel$258K1
335INTEGRITY ALLIANCE, LLC.$256K1
336Mutual Advisors, LLC$255K1
337WJ Financial Advisors LLC$253K1
338Polymer Capital Management (US) LLC$251K1
339Modera Wealth Management, LLC$251K1
340SeaCrest Wealth Management, LLC$249K1
341Bill Few Associates, Inc.$249K1
342Dynamic Advisor Solutions LLC$249K1
343Bull Harbor Capital LLC$242K1
344Saxony Capital Management, LLC$236K1
345SCHRODER INVESTMENT MANAGEMENT GROUP$235K1
346Prospera Financial Services Inc$233K1
347ASHTON THOMAS SECURITIES, LLC$232K1
348FAGAN ASSOCIATES, INC.$231K1
349GATEWAY INVESTMENT ADVISERS LLC$231K1
350&PARTNERS$231K1
351RIA Advisory Group LLC$229K1
352Equitable Holdings, Inc.$227K1
353Brookstone Capital Management$224K1
354SALEM INVESTMENT COUNSELORS INC$223K1
355VestGen Advisors, LLC$221K1
356COWA, LLC$220K1
357CALDWELL SUTTER CAPITAL, INC.$219K1
358Kathmere Capital Management, LLC$218K1
359Parcion Private Wealth LLC$216K1
360Avantax Planning Partners, Inc.$214K1
361CANADA PENSION PLAN INVESTMENT BOARD$211K1
362Meiji Yasuda Asset Management Co Ltd.$210K1
363SIMPLEX TRADING, LLC$209K1
364PANAGORA ASSET MANAGEMENT INC$209K1
365Affiance Financial, LLC$208K1
366BOOTHBAY FUND MANAGEMENT, LLC$208K1
367RWA WEALTH PARTNERS, LLC$205K1
368MANGROVE PARTNERS IM, LLC$205K1
369Arax Advisory Partners$204K1
370MAINSAIL ASSET MANAGEMENT, LLC$203K1
371Aptus Capital Advisors, LLC$202K1
372JOURNEY STRATEGIC WEALTH LLC$202K1
373NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$192K1
374CVA Family Office, LLC$179K1
375Eurizon Capital SGR S.p.A.$173K1
376HM PAYSON & CO$169K1
377BNP Paribas Asset Management Holding S.A.$167K1
378THRIVENT FINANCIAL FOR LUTHERANS$155K1
379GODSEY & GIBB, INC$153K1
380Annis Gardner Whiting Capital Advisors, LLC$152K1
381Destiny Wealth Partners, LLC$150K1
382NOMURA ASSET MANAGEMENT CO LTD$142K1
383Measured Wealth Private Client Group, LLC$126K1
384PRIVATE TRUST CO NA$112K1
385Opal Wealth Advisors, LLC$104K1
386CENTRAL TRUST Co$104K1
387Larson Financial Group LLC$94.8K1
388CNB Bank$84.9K1
389Bayforest Capital Ltd$76.1K1
390True Wealth Design, LLC$62.2K1
391HHM Wealth Advisors, LLC$59.9K1
392Deseret Mutual Benefit Administrators$51.9K1
393Glen Eagle Advisors, LLC$50.5K1
394SJS Investment Consulting Inc.$47.6K1
395Crews Bank & Trust$44.5K1
396POM Investment Strategies, LLC$43.5K1
397MCGUIRE CAPITAL ADVISORS INC$39.9K1
398WPG Advisers, LLC$39.0K1
399MCF Advisors LLC$38.5K1
400Parkside Financial Bank & Trust$37.8K1
401Ritter Daniher Financial Advisory LLC / DE$29.9K1
402Clearstead Trust, LLC$29.0K1
403Quarry LP$28.7K1
404Quest 10 Wealth Builders, Inc.$26.6K1
405Manchester Capital Management LLC$26.0K1
406INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$25.7K1
407Mitsubishi UFJ Asset Management Co., Ltd.$25.2K1
408JPL Wealth Management, LLC$25.1K1
409Financial Perspectives, Inc$24.4K1
410Axiom Investment Management LLC$23.9K1
411Caldwell Trust Co$23.9K1
412Wealth Enhancement Trust Services, Inc.$22.4K1
413Wilmington Savings Fund Society, FSB$22.3K1
414N.E.W. Advisory Services LLC$20.7K1
415SHP Wealth Management$20.0K1
416WealthCollab, LLC$19.4K1
417MONTAG A & ASSOCIATES INC$18.8K1
4181 NORTH WEALTH SERVICES LLC$18.8K1
419CONTRAVISORY INVESTMENT MANAGEMENT, INC.$15.8K1
420Truvestments Capital LLC$12.0K1
421COUNTRY TRUST BANK$12.0K1
422BEACON INVESTMENT ADVISORY SERVICES, INC.$11.2K1
423Tacita Capital Inc$10.4K1
424Owl Creek Wealth Partners LLC$10.0K1
425Private Wealth Management Group, LLC$9.5K1
426Bell Investment Advisors, Inc$8.6K1
427GHP Investment Advisors, Inc.$8.5K1
428Scarborough Advisors, LLC$8.2K1
429Spire Wealth Management$8.2K1
430Harbor Asset Planning, Inc.$8.0K1
431State of Alaska, Department of Revenue$7.6K1
432Kingdom Financial Group LLC.$7.3K1
433Prestige Wealth Management Group LLC$7.3K1
434TopTier Wealth Management, LLC$6.9K1
435Keating Financial Advisory Services, Inc.$6.7K1
436NFC Investments, LLC$6.1K1
437Legacy Wealth Managment, LLC/ID$5.6K1
438Sachetta, LLC$5.4K1
439Pinnacle Wealth Planning Services, Inc.$5.3K1
440CANADA LIFE ASSURANCE Co$5.3K1
441Salomon & Ludwin, LLC$5.2K1
442AMALGAMATED BANK$4.3K1
443Physician Wealth Advisors, Inc.$4.2K1
444MATHER GROUP, LLC.$4.1K1
445EVOLUTION WEALTH MANAGEMENT INC.$4.0K1
446Treasurer of the State of North Carolina$3.9K1
447Rialto Wealth Management, LLC$3.7K1
448Intentional Wealth Strategies, LLC$3.6K1
449ELEVATION WEALTH PARTNERS, LLC$3.5K1
450Rakuten Securities, Inc.$3.3K1
451Sunrise Financial Services, LLC$3.2K1
452DekaBank Deutsche Girozentrale$3.2K1
453NATIXIS ADVISORS, LLC$3.1K1
454DiNuzzo Private Wealth, Inc.$2.7K1
455Kilter Group LLC$2.6K1
456S&T BANK/PA$2.6K1
457Caitlin John, LLC$2.5K1
458CHILTON CAPITAL MANAGEMENT LLC$2.4K1
459Signature Resources Capital Management, LLC$2.4K1
460Triumph Capital Management$2.2K1
461Financial Network Wealth Advisors LLC$1.9K1
462Key Capital Management, INC$1.7K1
463Vestcor Inc$1.7K1
464Beaird Harris Wealth Management, LLC$1.4K1
465PICTON MAHONEY ASSET MANAGEMENT$1.3K1
466NATIXIS$1.3K1
467Cromwell Holdings LLC$1.3K1
468Transamerica Financial Advisors, LLC$1.3K1
469HFM Investment Advisors, LLC$9981
470Vermillion Wealth Management, Inc.$6381
471HOEY INVESTMENTS, INC$6171
472PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$5681
473Frazier Financial Advisors, LLC$4791
474DecisionPoint Financial, LLC$3201
475Evolution Advisers, Inc.$3061
476KBC Group NV$2981
477MV CAPITAL MANAGEMENT, INC.$2801
478Grove Bank & Trust$2791
479Signature Equity Partners, LLC$2391
480Penserra Capital Management LLC$2051
481Cassaday & Co Wealth Management LLC$1601
482American Capital Advisory, LLC$801
483Capital Advisors, Ltd. LLC$181
484Raleigh Capital Management Inc.$111
485Avion Wealth$41
486Jefferies Financial Group Inc.$01
487VANGUARD GROUP INC$01
488GLENMEDE TRUST CO NA$01
489MML INVESTORS SERVICES, LLC$01
490PINNACLE ASSOCIATES LTD$01
491MEEDER ASSET MANAGEMENT INC$01
492HARBOUR INVESTMENTS, INC.$01
493JONES FINANCIAL COMPANIES LLLP$01
494Brandywine Global Investment Management, LLC$01
495COMERICA BANK$01
496VIRGINIA RETIREMENT SYSTEMS ET Al$01
497TD ASSET MANAGEMENT INC$01
498CIBC WORLD MARKETS CORP$01
499KEYBANK NATIONAL ASSOCIATION/OH$01
500PROFUND ADVISORS LLC$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)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 ORI

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for ORI · financials and macro

Financials — as filed PLANNED

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