Public record / Tickers / P

P — Everpure, Inc.

Both disclosure regimes on one name: who in Congress filed about P, 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
3
all PTR rows naming P
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
04-12
filed 2016-04-12
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

Lamar Smith · $1.0K–$15.0K

Sale · traded 2016-03-11 → filed 2016-04-12. Ranked over every P row by the provable lower bound, never a point estimate.

No member disclosed P 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.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated P rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING P · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning P
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2016-04-12Lamar Smith R–TX-21SaleTraded 03-11 +32d$1K–$15K
2014-12-08Lamar Smith R–TX-21PurchaseTraded 11-19 +19d$1K–$15K
2014-03-12Lamar Smith R–TX-21SaleTraded 02-18 +22d$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 3 ↗

Members active in P

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

No member disclosed P in the trailing 12 months.

Congress ↔ notable managers · P

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

Congress · last 90 days

Buyers
0
Sellers
0

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

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $3.8M held
Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · EVERPURE INC

Merged timeline of congressional filings and notable-manager moves on P
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fnew+64,018 sh

1 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of P for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1FMR LLC$2.9B1
2BlackRock, Inc.$2.1B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$1.0B1
4VANGUARD CAPITAL MANAGEMENT LLC$830M1
5STATE STREET CORP$666M1
6ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$225M1
7RENAISSANCE TECHNOLOGIES LLC$222M1
8BNP Paribas Asset Management Holding S.A.$199M1
9AQR CAPITAL MANAGEMENT LLC$191M1
10NORTHERN TRUST CORP$178M1
11BLAIR WILLIAM & CO/IL$172M1
12WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$170M1
13FRANKLIN RESOURCES INC$169M1
14Mariner, LLC$165M1
15UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$163M1
16MORGAN STANLEY$141M1
17Artisan Partners Limited Partnership$124M1
18Champlain Investment Partners, LLC$123M1
19Amundi$122M1
20VANGUARD FIDUCIARY TRUST CO$117M1
21Legal & General Group Plc$116M1
22WESTFIELD CAPITAL MANAGEMENT CO LP$111M1
23FIRST TRUST ADVISORS LP$108M1
24TWO SIGMA INVESTMENTS, LP$97.5M1
25ROYAL BANK OF CANADA$89.7M1
26CHARLES SCHWAB INVESTMENT MANAGEMENT INC$77.9M1
27Turiya Advisors Asia Ltd$75.2M1
28DSM CAPITAL PARTNERS LLC$69.4M1
29BANK OF AMERICA CORP /DE/$67.8M1
30Polar Capital Holdings Plc$66.8M1
31DIMENSIONAL FUND ADVISORS LP$64.9M1
32Stephens Investment Management Group LLC$63.9M1
33JANA Partners Management, LP$61.5M1
34WELLS FARGO & COMPANY/MN$60.9M1
35Qube Research & Technologies Ltd$58.9M1
36CITADEL ADVISORS LLC$58.3M1
37SCHRODER INVESTMENT MANAGEMENT GROUP$57.2M1
38Nuveen, LLC$56.2M1
39FRONTIER CAPITAL MANAGEMENT CO LLC$55.8M1
40FEDERATED HERMES, INC.$55.2M1
41MILLENNIUM MANAGEMENT LLC$54.4M1
42Swiss National Bank$54.3M1
43DEUTSCHE BANK AG\$49.6M1
44WORLDQUANT MILLENNIUM ADVISORS LLC$49.3M1
45UBS Group AG$46.2M1
46AMERICAN CENTURY COMPANIES INC$45.0M1
47PRINCIPAL FINANCIAL GROUP INC$44.8M1
48Clearbridge Investments, LLC$42.1M1
49Invesco Ltd.$41.5M1
50D. E. Shaw & Co., Inc.$37.7M1
51National Pension Service$36.0M1
52Quantinno Capital Management LP$34.4M1
53ALLIANCEBERNSTEIN L.P.$33.9M1
54WELLINGTON MANAGEMENT GROUP LLP$33.7M1
55RAYMOND JAMES FINANCIAL INC$32.6M1
56FIL Ltd$31.6M1
57VANGUARD ASSET MANAGEMENT, Ltd$31.6M1
58CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$31.4M1
59UNICOM Systems, Inc.$28.6M1
60Trexquant Investment LP$27.5M1
61Pembroke Management, LTD$27.0M1
62TD ASSET MANAGEMENT INC$25.6M1
63NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$25.6M1
64Retirement Systems of Alabama$24.3M1
65SUSQUEHANNA INTERNATIONAL GROUP, LLP$22.9M1
66INTECH INVESTMENT MANAGEMENT LLC$22.9M1
67Mitsubishi UFJ Asset Management Co., Ltd.$22.9M1
68CANADA PENSION PLAN INVESTMENT BOARD$22.6M1
69Engineers Gate Manager LP$19.9M1
70Weiss Asset Management LP$18.7M1
71Man Group plc$17.5M1
72NORDEA INVESTMENT MANAGEMENT AB$17.4M1
73PANAGORA ASSET MANAGEMENT INC$17.4M1
74STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$16.6M1
75SEI INVESTMENTS CO$16.2M1
76Aberdeen Group plc$15.9M1
77AVIVA PLC$15.8M1
78Connor, Clark & Lunn Investment Management Ltd.$15.5M1
79Swedbank AB$15.0M1
80Korea Investment CORP$14.1M1
81PFA Pension, Forsikringsaktieselskab$13.7M1
82BANQUE PICTET & CIE SA$13.0M1
83Cresset Asset Management, LLC$12.2M1
84SEB Asset Management AB$11.6M1
85LPL Financial LLC$11.5M1
86VOYA INVESTMENT MANAGEMENT LLC$11.2M1
87ENVESTNET ASSET MANAGEMENT INC$11.0M1
88Janus Henderson Group Ltd.$10.9M1
89CITIGROUP INC$10.7M1
90EXCHANGE TRADED CONCEPTS, LLC$10.4M1
91TITAN GLOBAL CAPITAL MANAGEMENT USA LLC$10.2M1
92KLP KAPITALFORVALTNING AS$10.0M1
93Mountain Hill Investment Partners Corp.$10.0M1
94DANSKE BANK A/S$9.7M1
95Ensign Peak Advisors, Inc$9.7M1
96STATE OF WISCONSIN INVESTMENT BOARD$9.7M1
97HSBC HOLDINGS PLC$9.7M1
98Vinva Investment Management Ltd$9.6M1
99MANUFACTURERS LIFE INSURANCE COMPANY, THE$9.5M1
100Pictet Asset Management Holding SA$9.3M1
101Tidal Investments LLC$9.3M1
102Vanguard Investments Australia, Ltd.$9.2M1
103Vanguard Global Advisers, LLC$9.2M1
104BAILARD, INC.$9.2M1
105ABN AMRO INVESTMENT SOLUTIONS$9.1M1
106PUBLIC SECTOR PENSION INVESTMENT BOARD$9.0M1
107Curi Capital, LLC$9.0M1
108THORNBURG INVESTMENT MANAGEMENT INC$8.7M1
109ROYAL LONDON ASSET MANAGEMENT LTD$8.6M1
110FIFTH THIRD BANCORP$8.4M1
111ZACKS INVESTMENT MANAGEMENT$8.3M1
112IEQ CAPITAL, LLC$8.3M1
113Robeco Institutional Asset Management B.V.$8.1M1
114Alyeska Investment Group, L.P.$8.0M1
115CROSSLINK CAPITAL INC$7.8M1
116Rockefeller Capital Management L.P.$7.8M1
117Asset Management One Co., Ltd.$7.6M1
118Holocene Advisors, LP$7.5M1
119US BANCORP \DE\$7.3M1
120Tredje AP-fonden$7.2M1
121EFG International AG$6.9M1
122State of New Jersey Common Pension Fund D$6.4M1
123SORA INVESTORS LLC$6.4M1
124Creative Planning$6.1M1
125Jain Global LLC$5.9M1
126NOMURA ASSET MANAGEMENT CO LTD$5.9M1
127Cetera Investment Advisers$5.8M1
128FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$5.8M1
129Zurcher Kantonalbank (Zurich Cantonalbank)$5.6M1
130Lansforsakringar Fondforvaltning AB (publ)$5.4M1
131LGT Group Foundation$5.4M1
132MACKENZIE FINANCIAL CORP$5.4M1
133SPIREPOINT PRIVATE CLIENT, LLC$5.3M1
134Resona Asset Management Co.,Ltd.$5.3M1
135Assenagon Asset Management S.A.$5.3M1
136XPONANCE LLC$5.0M1
137Arizona State Retirement System$5.0M1
138Jasper Ridge Partners, L.P.$5.0M1
139LGT Fund Management Co Ltd.$5.0M1
140Cerity Partners LLC$4.9M1
141CWM, LLC$4.9M1
142BROWN ADVISORY INC$4.9M1
143GREENWOOD CAPITAL ASSOCIATES LLC$4.8M1
144Focus Partners Wealth$4.8M1
145Andra AP-fonden$4.8M1
146RBA Wealth Management, LLC$4.7M1
147ARCADIA INVESTMENT MANAGEMENT CORP/MI$4.7M1
148COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.6M1
149BANK OF MONTREAL /CAN/$4.6M1
150IQ EQ FUND MANAGEMENT (IRELAND) Ltd$4.5M1
151STATE OF MICHIGAN RETIREMENT SYSTEM$4.5M1
152LMR Partners LLP$4.4M1
153IFM Investors Pty Ltd$4.4M1
154STIFEL FINANCIAL CORP$4.4M1
155Bank Pictet & Cie (Europe) AG$4.3M1
156Voleon Capital Management LP$4.2M1
157NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$4.1M1
158DAVENPORT & Co LLC$4.1M1
159SHUFRO ROSE & CO LLC$4.1M1
160DnB Asset Management AS$4.0M1
161AE Wealth Management LLC$4.0M1
162OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.8M1
163Gotham Asset Management, LLC$3.8M1
164Meiji Yasuda Asset Management Co Ltd.$3.7M1
165Illinois Municipal Retirement Fund$3.6M1
166180 WEALTH ADVISORS, LLC$3.5M1
167MERCER GLOBAL ADVISORS INC /ADV$3.5M1
168Future Fund LLC$3.3M1
169Inspire Investing, LLC$3.3M1
170Cherry Creek Investment Advisors, Inc.$3.3M1
171Brevan Howard Capital Management LP$3.2M1
172Linden Thomas Advisory Services, LLC$3.1M1
173OSAIC HOLDINGS, INC.$3.0M1
174Utah Retirement Systems$3.0M1
175RWA WEALTH PARTNERS, LLC$3.0M1
176New Age Alpha Advisors, LLC$2.9M1
177Elo Mutual Pension Insurance Co$2.9M1
178Sumitomo Mitsui DS Asset Management Company, Ltd$2.8M1
179BANK OF NOVA SCOTIA$2.8M1
180Allworth Financial LP$2.7M1
181Glassy Mountain Advisors, Inc.$2.7M1
182Corient Private Wealth LLC$2.6M1
183BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.6M1
184GUGGENHEIM CAPITAL LLC$2.5M1
185OSSIAM$2.4M1
186Vanguard Personalized Indexing Management, LLC$2.4M1
187NISSAY ASSET MANAGEMENT CORP /JAPAN$2.4M1
188Swiss Life Asset Management Ltd$2.4M1
189HighTower Advisors, LLC$2.4M1
190Summit Trail Advisors, LLC$2.4M1
191Carmignac Gestion$2.4M1
192ASR Vermogensbeheer N.V.$2.3M1
193Diversified Trust Co$2.3M1
194CREDIT AGRICOLE S A$2.3M1
195Pathstone Holdings, LLC$2.2M1
196REGIONS FINANCIAL CORP$2.2M1
197TD Waterhouse Canada Inc.$2.2M1
198Radnor Capital Management, LLC$2.2M1
199Hennion & Walsh Asset Management, Inc.$2.1M1
200STOREBRAND ASSET MANAGEMENT AS$2.1M1
201Sendero Wealth Management, LLC$2.0M1
202Taylor Frigon Capital Management LLC$1.9M1
203Coastal Bridge Advisors, LLC$1.9M1
204Krane Funds Advisors LLC$1.9M1
205TRUIST FINANCIAL CORP$1.8M1
206COMMONWEALTH EQUITY SERVICES, LLC$1.8M1
207OP Asset Management Ltd$1.8M1
208AlTi Global, Inc.$1.8M1
209HANCOCK WHITNEY CORP$1.8M1
210Oak Thistle LLC$1.7M1
211CIBC Bancorp USA Inc.$1.7M1
212Susquehanna Portfolio Strategies, LLC$1.7M1
213Merit Financial Group, LLC$1.7M1
214Daiwa Securities Group Inc.$1.6M1
215TWINBEECH CAPITAL LP$1.6M1
216Bank Julius Baer & Co. Ltd, Zurich$1.6M1
217Eurizon Capital SGR S.p.A.$1.6M1
218IMC-Chicago, LLC$1.5M1
219NewEdge Advisors, LLC$1.5M1
220SONA ASSET MANAGEMENT (US) LLC$1.5M1
221Machina Capital S.A.S.$1.4M1
222OMERS ADMINISTRATION Corp$1.4M1
223Squarepoint Ops LLC$1.4M1
224Ethic Inc.$1.4M1
225Qsemble Capital Management, LP$1.4M1
226Cache Advisors, LLC$1.4M1
227Meiji Yasuda Life Insurance Co$1.4M1
228&PARTNERS$1.4M1
229Investment Management Corp of Ontario$1.3M1
230Pure Financial Advisors, LLC$1.3M1
231Federation des caisses Desjardins du Quebec$1.3M1
232Kestra Advisory Services, LLC$1.2M1
233JACOBS LEVY EQUITY MANAGEMENT, INC$1.2M1
234QUADRANT CAPITAL GROUP LLC$1.2M1
235Vident Advisory, LLC$1.2M1
236MISSION WEALTH MANAGEMENT, LP$1.2M1
237CIBC WORLD MARKET INC.$1.2M1
238Sanctuary Advisors, LLC$1.2M1
239KEYBANK NATIONAL ASSOCIATION/OH$1.2M1
240O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.1M1
241MEEDER ASSET MANAGEMENT INC$1.1M1
242Advisors Asset Management, Inc.$1.1M1
243PRUDENTIAL FINANCIAL INC$1.1M1
244PRUDENTIAL PLC$1.1M1
245EVENTIDE ASSET MANAGEMENT, LLC$1.1M1
246FOX RUN MANAGEMENT, L.L.C.$1.0M1
247Independent Advisor Alliance$1.0M1
248Sargent Investment Group, LLC$1.0M1
249Beacon Pointe Advisors, LLC$968K1
250CIBC Asset Management Inc$956K1
2511834 INVESTMENT ADVISORS CO$939K1
252MAI Capital Management$935K1
253Candriam S.C.A.$935K1
254Allianz Asset Management GmbH$927K1
255OUTFITTERS FINANCIAL LLC$925K1
256Segment Wealth Management, LLC$913K1
257APG Asset Management N.V.$901K1
258TOKIO MARINE ASSET MANAGEMENT CO LTD$893K1
259Laird Norton Wetherby Trust Company, LLC$893K1
260Rakuten Investment Management, Inc.$892K1
261Maryland State Retirement & Pension System$892K1
262Argos Wealth Advisors, LLC$885K1
263Mutual Advisors, LLC$882K1
264Leonteq Securities AG$868K1
265Bank of New Hampshire$863K1
266UNITED CAPITAL FINANCIAL ADVISORS, LLC$850K1
267EVERGREEN CAPITAL MANAGEMENT LLC$842K1
268HighVista Strategies LLC$827K1
269Dai-ichi Life Insurance Company, Ltd$813K1
270Osmosis Investment Management UK Ltd$796K1
271ProShare Advisors LLC$778K1
272Marex Group Ltd$777K1
273QRG CAPITAL MANAGEMENT, INC.$774K1
274HB Wealth Management, LLC$761K1
275Blueshift Asset Management, LLC$753K1
276Tower Research Capital LLC (TRC)$751K1
277Kesler, Norman & Wride, LLC$751K1
278Bleakley Financial Group, LLC$726K1
279Woodline Partners LP$725K1
280MBM WEALTH CONSULTANTS, LLC$717K1
281FORA Capital, LLC$712K1
282Sidoxia Capital Management, LLC$696K1
283Graham Capital Management, L.P.$685K1
284Proficio Capital Partners LLC$678K1
285DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$674K1
286Atria Investments, Inc$657K1
287Green Alpha Advisors, LLC$654K1
288Krilogy Financial LLC$646K1
289Envestnet Portfolio Solutions, Inc.$644K1
290Capital Investment Advisory Services, LLC$642K1
291Pallas Capital Advisors LLC$641K1
292Quadrature Capital Ltd$640K1
293BOK Financial Private Wealth, Inc.$639K1
294Focus Partners Advisor Solutions, LLC$637K1
295Clear Creek Financial Management, LLC$610K1
296SHELTON CAPITAL MANAGEMENT$597K1
297Truvestments Capital LLC$596K1
298Headlands Technologies LLC$591K1
299Meeder Advisory Services, Inc.$573K1
300Chicago Partners Investment Group LLC$569K1
301Savant Capital, LLC$566K1
302JANE STREET GROUP, LLC$562K1
303Trail Ridge Investment Advisors, LLC$559K1
304Cooper Capital Advisors LLC$554K1
305FIRST CITIZENS BANK & TRUST CO$550K1
306Sequoia Financial Advisors, LLC$545K1
307Wilmington Savings Fund Society, FSB$544K1
308BOOTHBAY FUND MANAGEMENT, LLC$540K1
309Equitable Holdings, Inc.$538K1
310TWO SIGMA SECURITIES, LLC$533K1
311Concurrent Investment Advisors, LLC$533K1
312Calamos Advisors LLC$522K1
313Fort Sheridan Advisors LLC$519K1
314Plum Street Advisors, LLC$517K1
315ACORN FINANCIAL ADVISORY SERVICES INC /ADV$517K1
316WASHINGTON CAPITAL MANAGEMENT, INC$511K1
317Register Financial Advisors LLC$508K1
318INTEGRITY ALLIANCE, LLC.$506K1
319Waverly Advisors, LLC$506K1
320Prospera Financial Services Inc$505K1
321Orion Porfolio Solutions, LLC$503K1
322Mirae Asset Global Investments Co., Ltd.$502K1
323Inspire Advisors, LLC$502K1
324OCCUDO QUANTITATIVE STRATEGIES LP$501K1
325Malaga Cove Capital, LLC$495K1
326Marshall Financial Group, LLC$493K1
327BIT Capital GmbH$490K1
328Freestone Capital Holdings, LLC$482K1
329Veracity Capital LLC$476K1
330NWF Advisory Services Inc.$471K1
331Ascent Group, LLC$468K1
332CHICAGO TRUST Co NA$466K1
333PROFUND ADVISORS LLC$463K1
334B. Metzler seel. Sohn & Co. AG$461K1
335M&T BANK CORP$460K1
336Private Advisor Group, LLC$451K1
337World Investment Advisors$446K1
338HM PAYSON & CO$443K1
339NATIXIS$433K1
340Numerai GP LLC$424K1
341Mizuho Markets Cayman LP$420K1
342Nelson Capital Management, LLC$417K1
343MACQUARIE GROUP LTD$416K1
344DIKER MANAGEMENT LLC$413K1
345Interchange Capital Partners, LLC$406K1
346Steward Partners Investment Advisory, LLC$400K1
347NATIONAL BANK OF CANADA /FI/$394K1
348D.A. DAVIDSON & CO.$393K1
349STEPHENS INC /AR/$389K1
350MGO ONE SEVEN LLC$378K1
351MML INVESTORS SERVICES, LLC$377K1
352State of Wyoming$376K1
353KESTRA PRIVATE WEALTH SERVICES, LLC$375K1
354Sigma Planning Corp$375K1
355INTRUST BANK NA$374K1
356Callan Family Office, LLC$369K1
357SIERRA SUMMIT ADVISORS LLC$360K1
358OneDigital Investment Advisors LLC$360K1
359J.W. COLE ADVISORS, INC.$359K1
360Sagewood Asset Management LP$351K1
361Triad Wealth Partners, LLC$342K1
362Blackstone Inc.$340K1
363Southeast Asset Advisors, LLC$340K1
364Caitong International Asset Management Co., Ltd$339K1
365SEEDS INVESTOR LLC$334K1
366NORDEN GROUP LLC$331K1
367Baird Financial Group, Inc.$322K1
368GATEWAY INVESTMENT ADVISERS LLC$319K1
369Clark Capital Management Group, Inc.$317K1
370Wedmont Private Capital$314K1
371Knollwood Investment Advisory, LLC$313K1
372WADDELL & ASSOCIATES, LLC$311K1
373OPPENHEIMER & CO INC$310K1
374COLDSTREAM CAPITAL MANAGEMENT INC$308K1
375Avior Wealth Management, LLC$302K1
376Bull Harbor Capital LLC$296K1
377LECAP ASSET MANAGEMENT LTD$294K1
378Avanza Fonder AB$287K1
379Polymer Capital Management (US) LLC$285K1
380CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$279K1
381JOURNEY STRATEGIC WEALTH LLC$276K1
382TEACHER RETIREMENT SYSTEM OF TEXAS$276K1
3831832 Asset Management L.P.$275K1
384MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$274K1
385DIVERSIFY WEALTH MANAGEMENT, LLC$269K1
386UMB Bank, n.a.$269K1
387Procyon Advisors, LLC$266K1
388Siemens Fonds Invest GmbH$266K1
389PINNACLE ASSOCIATES LTD$262K1
390Rafferty Asset Management, LLC$261K1
391Compound Planning, Inc.$258K1
392ANCHYRA PARTNERS LLC$254K1
393OXFORD ASSET MANAGEMENT LLP$252K1
394Cornerstone Capital, Inc.$251K1
395Marathon Mission, Inc.$250K1
396Empowered Funds, LLC$249K1
397SeaCrest Wealth Management, LLC$240K1
398Cornerstone Advisory, LLC$239K1
399FOUNDATIONS INVESTMENT ADVISORS, LLC$238K1
400Magnetar Financial LLC$236K1
401Americana Partners, LLC$236K1
402Arax Advisory Partners$236K1
403NEW YORK LIFE INVESTMENT MANAGEMENT LLC$236K1
404Bigelow Investment Advisors, LLC$231K1
405Bayesian Capital Management, LP$230K1
4061248 Management, LLC$226K1
407Vise Technologies, Inc.$224K1
408Qtron Investments LLC$222K1
409Accurate Wealth Management, LLC$221K1
410Synergy Financial Group, LTD$221K1
411EVOLVE PRIVATE WEALTH, LLC$220K1
412Clearwater Capital Advisors, LLC$217K1
413Walser Wealth Management Company, A Ltd Liability Co$217K1
414GREENWOOD GEARHART LLC$215K1
415Vontobel Holding Ltd.$206K1
416Snowden Capital Advisors LLC$203K1
417MOODY ALDRICH PARTNERS LLC$203K1
418Sovran Advisors, LLC$201K1
419Larson Financial Group LLC$192K1
420CENTRAL TRUST Co$192K1
421Board of the Pension Protection Fund$130K1
422DARA CAPITAL US, INC.$105K1
423GROUP ONE TRADING LLC$102K1
424Blue Trust, Inc.$98.1K1
425Evelyn Partners Investment Management (Europe) Ltd$97.4K1
426True Wealth Design, LLC$88.6K1
427NFSG Corp$75.1K1
428LOM Asset Management Ltd$70.8K1
429Quarry LP$62.8K1
430Smartleaf Asset Management LLC$60.1K1
431EVERMAY WEALTH MANAGEMENT LLC$59.0K1
432Hickory Point Bank & Trust$59.0K1
433Manchester Capital Management LLC$54.3K1
434Transamerica Financial Advisors, LLC$46.0K1
435ASSETMARK, INC$42.7K1
436Elevated Capital Advisors, LLC$39.6K1
437Walleye Capital LLC$37.5K1
438SHP Wealth Management$37.5K1
439PROSPERITY BANCSHARES INC$35.4K1
440CVA Family Office, LLC$34.1K1
441TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$29.5K1
442Owl Creek Wealth Partners LLC$27.7K1
443REAP Financial Group, LLC$26.4K1
444ACADIAN ASSET MANAGEMENT LLC$26.3K1
445Mechanics Financial Corp$26.0K1
446SJS Investment Consulting Inc.$24.9K1
447DecisionPoint Financial, LLC$24.3K1
448Intentional Wealth Strategies, LLC$23.9K1
449Cassaday & Co Wealth Management LLC$23.1K1
450Center for Financial Planning, Inc.$21.8K1
451WOLFF WIESE MAGANA LLC$20.9K1
452Raleigh Capital Management Inc.$19.4K1
453Hurley Capital, LLC$19.2K1
454CANADA LIFE ASSURANCE Co$17.9K1
455Destiny Wealth Partners, LLC$17.1K1
456Signature Equity Partners, LLC$16.5K1
457Atlantic Union Bankshares Corp$14.8K1
458DHJJ Financial Advisors, Ltd.$14.8K1
459STANCE CAPITAL LLC$14.7K1
460Pinnacle Wealth Planning Services, Inc.$14.2K1
461Legacy Bridge, LLC$13.9K1
462MATHER GROUP, LLC.$12.5K1
463Rakuten Securities, Inc.$12.3K1
464Triumph Capital Management$11.8K1
465Private Wealth Management Group, LLC$10.2K1
466Bell Investment Advisors, Inc$10.2K1
467Clearstead Advisors, LLC$8.7K1
468Treasurer of the State of North Carolina$8.0K1
469Aviso Financial Inc.$7.7K1
470Kemnay Advisory Services Inc.$7.4K1
471ALBION FINANCIAL GROUP /UT$7.4K1
472First Pacific Financial$7.3K1
473COUNTRY TRUST BANK$7.0K1
474CLEAR INVESTMENT RESEARCH, LLC$6.9K1
475Valued Wealth Advisors LLC$6.8K1
476BROWN, LISLE/CUMMINGS, INC.$6.5K1
477WEBSTER BANK, N. A.$5.9K1
478New England Capital Financial Advisors LLC$5.9K1
479Wall Street Financial Group, Inc.$5.9K1
480Legacy Wealth Managment, LLC/ID$5.9K1
481MCF Advisors LLC$5.8K1
482Sachetta, LLC$5.7K1
483Frazier Financial Advisors, LLC$5.5K1
484JFS WEALTH ADVISORS, LLC$4.7K1
485Asset Dedication, LLC$4.4K1
486Missouri Trust & Investment Co$4.4K1
487THRIVENT FINANCIAL FOR LUTHERANS$4.2K1
488Cromwell Holdings LLC$3.4K1
489Parkside Financial Bank & Trust$3.2K1
490Retirement Wealth Solutions LLC$3.1K1
491KBC Group NV$2.6K1
492Caldwell Trust Co$2.5K1
493Prestige Wealth Management Group LLC$2.4K1
494MONTAG A & ASSOCIATES INC$2.4K1
495MidFirst Bank$2.1K1
496Ilmarinen Mutual Pension Insurance Co$1.9K1
497State of Alaska, Department of Revenue$1.8K1
498Rialto Wealth Management, LLC$1.7K1
499Quest 10 Wealth Builders, Inc.$1.7K1
500South Dakota Investment Council$1.6K1
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 P

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for P · financials and macro

Financials — as filed PLANNED

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