Public record / Tickers / PCG

PCG — PG&E Corp

Both disclosure regimes on one name: who in Congress filed about PCG, 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
11
all PTR rows naming PCG
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
10-10
filed 2025-10-10
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

Greg Gianforte · $15.0K–$50.0K

Sale · traded 2018-11-19 → filed 2018-12-11. Ranked over every PCG 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.

4 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

4 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. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING PCG · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PCG
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-10Val T. Hoyle D–OR-4Sale · SP (spouse-owned)Traded 09-23 +17d$1K–$15K
2025-09-12Val T. Hoyle D–OR-4Purchase · SP (spouse-owned)Traded 2024-10-29 LATE·318d$1K–$15K
2025-03-06Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 02-26 +8d$1K–$15K
2025-02-11Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 01-24 +18d$1K–$15K
2021-09-23Thomas R. Suozzi D–NY-3SaleTraded 2019-01-07 LATE·990d$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 11 ↗

Members active in PCG

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing PCG 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.
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

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

Congress ↔ notable managers · PCG

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

new + add vs trim + exit, by shares · $ = reported value now, not the change · PG&E CORP

Merged timeline of congressional filings and notable-manager moves on PCG
DateWhoChangeSize
2026-05-15Tudor Investment Corp 13Fadd+3,814,594 sh
2026-05-15Bridgewater Associates 13Fnew+24,531 sh
2026-05-15Gotham Asset Management 13Ftrim−30 sh
2026-05-15Third Point 13Fexit−34,300,000 sh
2026-05-14Caxton Associates 13Ftrim−239,416 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

Top institutional holders of PCG for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$3.4B1
2VANGUARD CAPITAL MANAGEMENT LLC$2.5B1
3STATE STREET CORP$2.2B1
4FMR LLC$2.1B1
5MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.9B1
6VANGUARD PORTFOLIO MANAGEMENT LLC$1.9B1
7AQR CAPITAL MANAGEMENT LLC$1.5B1
8DEUTSCHE BANK AG\$771M1
9BARROW HANLEY MEWHINNEY & STRAUSS LLC$509M1
10Clearbridge Investments, LLC$456M1
11Sessa Capital IM, L.P.$432M1
12Legal & General Group Plc$420M1
13FRANKLIN RESOURCES INC$379M1
14PointState Capital LP$377M1
15CANADA PENSION PLAN INVESTMENT BOARD$355M1
16HSBC HOLDINGS PLC$332M1
17Gallagher Fiduciary Advisors, LLC$325M1
18NORTHERN TRUST CORP$320M1
19MORGAN STANLEY$319M1
20Capital Research Global Investors$305M1
21Invesco Ltd.$300M1
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC$268M1
23MILLENNIUM MANAGEMENT LLC$262M1
24UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$256M1
25Pictet Asset Management Holding SA$241M1
26Sixth Street Partners Management Company, L.P.$239M1
27Qube Research & Technologies Ltd$239M1
28ATLAS Infrastructure Partners (UK) Ltd.$234M1
29JANE STREET GROUP, LLC$222M1
30VANGUARD FIDUCIARY TRUST CO$217M1
31WELLINGTON MANAGEMENT GROUP LLP$210M1
32Man Group plc$210M1
33ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$202M1
34CITADEL ADVISORS LLC$200M1
35BROOKFIELD Corp /ON/$193M1
36BANK OF AMERICA CORP /DE/$181M1
37MACKENZIE FINANCIAL CORP$180M1
38Allianz Asset Management GmbH$177M1
39Eurizon Capital SGR S.p.A.$171M1
40Mitsubishi UFJ Trust & Banking Corp$165M1
41Point72 Asset Management, L.P.$157M1
42JENNISON ASSOCIATES LLC$157M1
43BANK OF MONTREAL /CAN/$149M1
44LOCUST WOOD CAPITAL ADVISERS, LLC$145M1
45DIMENSIONAL FUND ADVISORS LP$139M1
46Covalis Capital LLP$139M1
47Nuveen, LLC$126M1
48ECP ControlCo, LLC$125M1
49TWO SIGMA INVESTMENTS, LP$124M1
50BALYASNY ASSET MANAGEMENT L.P.$120M1
51CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$120M1
52DME Capital Management, LP$117M1
53Swiss National Bank$113M1
54Zimmer Partners, LP$113M1
55Amundi$108M1
56PRUDENTIAL FINANCIAL INC$101M1
57IEQ CAPITAL, LLC$100M1
58CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$93.3M1
59NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$92.6M1
60DUFF & PHELPS INVESTMENT MANAGEMENT CO$89.2M1
61UBS Group AG$88.7M1
62National Pension Service$88.4M1
63Mitsubishi UFJ Asset Management Co., Ltd.$87.0M1
64140 Summer Partners LP$86.7M1
65Vanguard Global Advisers, LLC$84.3M1
66VOLORIDGE INVESTMENT MANAGEMENT, LLC$82.7M1
67Aberdeen Group plc$81.5M1
68COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$80.0M1
69TUDOR INVESTMENT CORP ET AL$78.7M1
70Danica Pension, Livsforsikringsaktieselskab$76.9M1
71ADAGE CAPITAL PARTNERS GP, L.L.C.$72.3M1
72Ensign Peak Advisors, Inc$70.1M1
73FIRST TRUST ADVISORS LP$64.2M1
74VANGUARD ASSET MANAGEMENT, Ltd$61.2M1
75Electron Capital Partners, LLC$61.2M1
76CITIGROUP INC$60.9M1
77PRINCIPAL FINANCIAL GROUP INC$58.9M1
78Cerity Partners LLC$55.4M1
79Rokos Capital Management LLP$53.4M1
80Focus Partners Wealth$51.7M1
81Mariner, LLC$50.4M1
82ALLIANCEBERNSTEIN L.P.$50.0M1
83Owl Creek Asset Management, L.P.$48.9M1
84ROYAL BANK OF CANADA$47.9M1
85JUPITER ASSET MANAGEMENT LTD$44.9M1
86UniSuper Management Pty Ltd$44.8M1
87CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$43.1M1
88Sourcerock Group LLC$43.0M1
89NEW YORK STATE COMMON RETIREMENT FUND$42.5M1
90MANGROVE PARTNERS IM, LLC$42.4M1
91NATIONAL BANK OF CANADA /FI/$42.1M1
92SUSQUEHANNA INTERNATIONAL GROUP, LLP$42.0M1
93CWM, LLC$41.3M1
94LPL Financial LLC$41.2M1
95Squarepoint Ops LLC$40.3M1
96KLP KAPITALFORVALTNING AS$38.3M1
97Vanguard Investments Australia, Ltd.$37.5M1
98INTECH INVESTMENT MANAGEMENT LLC$37.1M1
99WELLS FARGO & COMPANY/MN$37.0M1
100Maryland State Retirement & Pension System$36.8M1
101SEI INVESTMENTS CO$36.1M1
102STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$34.0M1
103AVIVA PLC$33.1M1
104Perpetual Ltd$32.6M1
105Korea Investment CORP$31.5M1
106DnB Asset Management AS$30.7M1
107DANSKE BANK A/S$29.9M1
108RAYMOND JAMES FINANCIAL INC$29.5M1
109MILFAM LLC$28.9M1
110STATE OF WISCONSIN INVESTMENT BOARD$28.5M1
111MACQUARIE GROUP LTD$27.7M1
112Energy Income Partners, LLC$27.4M1
113VOYA INVESTMENT MANAGEMENT LLC$27.3M1
114Freestone Grove Partners LP$26.0M1
115WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$24.1M1
116AMERICAN CENTURY COMPANIES INC$23.4M1
117ROYAL LONDON ASSET MANAGEMENT LTD$23.3M1
118Creative Planning$23.0M1
119MANUFACTURERS LIFE INSURANCE COMPANY, THE$22.9M1
120EXCHANGE TRADED CONCEPTS, LLC$22.9M1
121Verition Fund Management LLC$22.5M1
122Universal- Beteiligungs- und Servicegesellschaft mbH$22.3M1
123Philosophy Capital Management LLC$22.1M1
124Zurcher Kantonalbank (Zurich Cantonalbank)$22.1M1
125NATIXIS$21.6M1
126BNP Paribas Asset Management Holding S.A.$21.2M1
127Diameter Capital Partners LP$21.1M1
128First Pacific Advisors, LP$20.4M1
129MERCER GLOBAL ADVISORS INC /ADV$19.1M1
130Chevy Chase Trust Holdings, LLC$19.0M1
131Quantinno Capital Management LP$18.7M1
132WORLDQUANT MILLENNIUM ADVISORS LLC$18.7M1
133Engineers Gate Manager LP$18.5M1
134APG Asset Management N.V.$18.4M1
135NORDEA INVESTMENT MANAGEMENT AB$17.8M1
136Capital World Investors$17.6M1
137LEVIN CAPITAL STRATEGIES, L.P.$16.8M1
138TD ASSET MANAGEMENT INC$16.3M1
139Tredje AP-fonden$16.3M1
140BlueCrest Capital Management Ltd$16.0M1
141Asset Management One Co., Ltd.$15.8M1
142STIFEL FINANCIAL CORP$15.8M1
143RWC Asset Management LLP$15.8M1
144HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$15.5M1
145Hudson Bay Capital Management LP$15.5M1
146Aquatic Capital Management LLC$15.4M1
147M&G Plc$14.6M1
148VICTORY CAPITAL MANAGEMENT INC$14.6M1
149Aventail Capital Group, LP$14.5M1
150NOMURA ASSET MANAGEMENT CO LTD$13.6M1
151PRIMECAP MANAGEMENT CO/CA/$13.5M1
152CAPITOLIS LIQUID GLOBAL MARKETS LLC$13.2M1
153State of New Jersey Common Pension Fund D$13.1M1
154Federation des caisses Desjardins du Quebec$13.0M1
155Schonfeld Strategic Advisors LLC$12.9M1
156HENNESSY ADVISORS INC$12.4M1
157ENVESTNET ASSET MANAGEMENT INC$12.3M1
158Daiwa Securities Group Inc.$12.2M1
159PRUDENTIAL PLC$12.2M1
160TORONTO DOMINION BANK$12.2M1
161Lansforsakringar Fondforvaltning AB (publ)$12.0M1
162Empowered Funds, LLC$11.7M1
163Resona Asset Management Co.,Ltd.$11.6M1
164XPONANCE LLC$11.3M1
165BANK OF NOVA SCOTIA$11.2M1
166OCCUDO QUANTITATIVE STRATEGIES LP$11.1M1
167MUFG Securities EMEA plc$11.1M1
168PUBLIC SECTOR PENSION INVESTMENT BOARD$11.0M1
169One Fin Capital Management LP$11.0M1
170OPPENHEIMER ASSET MANAGEMENT INC.$10.9M1
171ING GROEP NV$10.8M1
172ProShare Advisors LLC$10.6M1
173Czech National Bank$10.5M1
174Arizona State Retirement System$10.5M1
175BW Gestao de Investimentos Ltda.$10.2M1
176WINTON GROUP Ltd$10.2M1
177IFM Investors Pty Ltd$10.0M1
178Mirae Asset Global Investments Co., Ltd.$9.9M1
179CIBC Asset Management Inc$9.2M1
180MetLife Investment Management, LLC$9.0M1
181BOOTHBAY FUND MANAGEMENT, LLC$8.8M1
182Allspring Global Investments Holdings, LLC$8.6M1
183BTG Pactual Asset Management US LLC$8.5M1
184STOREBRAND ASSET MANAGEMENT AS$8.4M1
185CREDIT AGRICOLE S A$8.4M1
186TWINBEECH CAPITAL LP$8.2M1
187Retirement Systems of Alabama$8.2M1
188CIBC Bancorp USA Inc.$7.9M1
189NewEdge Advisors, LLC$7.6M1
190Woodline Partners LP$7.6M1
191Atom Investors LP$7.4M1
192Y-Intercept (Hong Kong) Ltd$7.3M1
193Tidal Investments LLC$7.2M1
194Brevan Howard Capital Management LP$7.1M1
195RBF Capital, LLC$7.0M1
196XTX Topco Ltd$7.0M1
197EVERGREEN CAPITAL MANAGEMENT LLC$7.0M1
198Osmosis Investment Management UK Ltd$6.9M1
199Merit Financial Group, LLC$6.9M1
200Intesa Sanpaolo S.p.A.$6.7M1
201USS Investment Management Ltd$6.7M1
202LONESTAR CAPITAL MANAGEMENT LLC$6.7M1
203Ausbil Investment Management Ltd$6.6M1
204CAISSE DES DEPOTS ET CONSIGNATIONS$6.5M1
205Corient Private Wealth LLC$6.5M1
206Utah Retirement Systems$6.3M1
207Sagefield Capital LP$6.2M1
208Allworth Financial LP$5.9M1
209PRELUDE CAPITAL MANAGEMENT, LLC$5.9M1
210Rakuten Investment Management, Inc.$5.7M1
211Robeco Institutional Asset Management B.V.$5.7M1
212Focus Partners Advisor Solutions, LLC$5.7M1
213Candriam S.C.A.$5.7M1
214NEOS Investment Management LLC$5.6M1
215Portman Square Capital LLP$5.5M1
216Oak Thistle LLC$5.5M1
217NEW YORK LIFE INVESTMENT MANAGEMENT LLC$5.4M1
218BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$5.3M1
219ASR Vermogensbeheer N.V.$5.2M1
220Sumitomo Mitsui DS Asset Management Company, Ltd$5.1M1
221NISSAY ASSET MANAGEMENT CORP /JAPAN$5.1M1
222FIFTH THIRD BANCORP$5.0M1
223INTACT INVESTMENT MANAGEMENT INC.$4.7M1
224Sivia Capital Partners, LLC$4.7M1
225SummitTX Capital, L.P.$4.7M1
226MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$4.6M1
227Swiss Life Asset Management Ltd$4.5M1
228Tower Research Capital LLC (TRC)$4.5M1
229Pallas Capital Advisors LLC$4.4M1
230OMERS ADMINISTRATION Corp$4.4M1
231Janus Henderson Group Ltd.$4.4M1
232OREGON PUBLIC EMPLOYEES RETIREMENT FUND$4.4M1
233BURNEY CO/$4.4M1
234Investment Management Corp of Ontario$4.3M1
235YOUSIF CAPITAL MANAGEMENT, LLC$4.3M1
236CIBC WORLD MARKET INC.$4.2M1
237Metis Global Partners, LLC$4.1M1
238SCHRODER INVESTMENT MANAGEMENT GROUP$4.1M1
239MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.1M1
240GUGGENHEIM CAPITAL LLC$4.0M1
241OP Asset Management Ltd$3.9M1
242NOMURA HOLDINGS INC$3.9M1
243Sanctuary Advisors, LLC$3.8M1
244Elo Mutual Pension Insurance Co$3.8M1
245EAGLE GLOBAL ADVISORS LLC$3.7M1
246FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$3.7M1
247Vanguard Personalized Indexing Management, LLC$3.7M1
248Illinois Municipal Retirement Fund$3.6M1
249Cetera Investment Advisers$3.5M1
250CONTRARIAN CAPITAL MANAGEMENT, L.L.C.$3.5M1
251Krilogy Financial LLC$3.5M1
252PFA Pension, Forsikringsaktieselskab$3.5M1
253OSAIC HOLDINGS, INC.$3.4M1
254Defiance ETFs, LLC$3.3M1
255PANAGORA ASSET MANAGEMENT INC$3.3M1
256Bull Harbor Capital LLC$3.2M1
257Rafferty Asset Management, LLC$3.1M1
258TD Waterhouse Canada Inc.$3.1M1
259Voleon Capital Management LP$3.0M1
260ABN AMRO INVESTMENT SOLUTIONS$2.9M1
261Norinchukin Bank, The$2.8M1
262O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.7M1
263Chicago Partners Investment Group LLC$2.7M1
264Wealthfront Advisers LLC$2.6M1
265HighTower Advisors, LLC$2.6M1
266Andra AP-fonden$2.6M1
267Financiere des Professionnels - Fonds d'investissement inc.$2.5M1
268EVOLVE PRIVATE WEALTH, LLC$2.5M1
269NorthCrest Asset Manangement, LLC$2.5M1
270WESTPAC BANKING CORP$2.5M1
271HOHIMER WEALTH MANAGEMENT, LLC$2.4M1
272MIZUHO SECURITIES USA LLC$2.3M1
273Artisan Partners Limited Partnership$2.2M1
274SCP Investment, LP$2.2M1
275State of Wyoming$2.2M1
276AXQ CAPITAL, LP$2.2M1
277Plato Investment Management Ltd$2.2M1
278Vennlight Capital Management, LP$2.1M1
279Dynamic Technology Lab Private Ltd$2.0M1
280WADDELL & ASSOCIATES, LLC$2.0M1
281INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$2.0M1
282Fideuram Asset Management (Ireland) dac$1.9M1
283Diversified Trust Co$1.9M1
284QRG CAPITAL MANAGEMENT, INC.$1.9M1
285Holocene Advisors, LP$1.8M1
286US BANCORP \DE\$1.8M1
287Sequoia Financial Advisors, LLC$1.8M1
288Gibbs Wealth Management$1.8M1
289Board of the Pension Protection Fund$1.8M1
290HB Wealth Management, LLC$1.8M1
291Third View Private Wealth, LLC$1.8M1
292Curi Capital, LLC$1.8M1
293Fox Hill Wealth Management$1.8M1
294Pathstone Holdings, LLC$1.8M1
295Qsemble Capital Management, LP$1.7M1
296PICTON MAHONEY ASSET MANAGEMENT$1.7M1
297Banque Cantonale Vaudoise$1.7M1
298Centiva Capital, LP$1.7M1
299CSS LLC/IL$1.7M1
300Synergy Asset Management, LLC$1.6M1
301Waverly Advisors, LLC$1.6M1
302FIL Ltd$1.6M1
303MAI Capital Management$1.6M1
304SIMPLEX TRADING, LLC$1.5M1
305New Age Alpha Advisors, LLC$1.5M1
306Portside Wealth Group, LLC$1.5M1
307KEYBANK NATIONAL ASSOCIATION/OH$1.5M1
308CAXTON ASSOCIATES LLP$1.5M1
309Parcion Private Wealth LLC$1.5M1
310KORNITZER CAPITAL MANAGEMENT INC /KS$1.5M1
311Saudi Central Bank$1.4M1
312LBP AM SA$1.4M1
313CI INVESTMENTS INC.$1.4M1
314EVOKE WEALTH, LLC$1.4M1
315JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.4M1
316Generali Asset Management SPA SGR$1.4M1
317Weinberger Asset Management, Inc$1.4M1
318Quadrature Capital Ltd$1.4M1
319ALPS ADVISORS INC$1.3M1
320GROUPAMA ASSET MANAGMENT$1.3M1
321Lombard Odier Asset Management (Switzerland) SA$1.3M1
322Caerus Investment Advisors, LLC$1.3M1
323PROFUND ADVISORS LLC$1.3M1
324Resolution Capital Ltd$1.3M1
325TOKIO MARINE ASSET MANAGEMENT CO LTD$1.3M1
326IMC-Chicago, LLC$1.3M1
327AlphaCore Capital LLC$1.3M1
328Dai-ichi Life Insurance Company, Ltd$1.3M1
329NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.2M1
330D.A. DAVIDSON & CO.$1.2M1
331FOUNDERS FINANCIAL SECURITIES LLC$1.2M1
332Rothschild Wealth LLC$1.2M1
333EP Wealth Advisors, LLC$1.1M1
334EFG International AG$1.1M1
335Permanent Capital Management, LP$1.1M1
336North Dakota State Investment Board$1.1M1
337BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.1M1
338INCEPTIONR LLC$1.1M1
339GenTrust, LLC$1.1M1
340Clearstead Advisors, LLC$1.1M1
341MUFG SECURITIES AMERICAS INC.$1.1M1
342Bleakley Financial Group, LLC$1.1M1
343CITIZENS FINANCIAL GROUP INC/RI$1.1M1
344SECURIAN ASSET MANAGEMENT, INC$1.0M1
345waypoint wealth counsel$1.0M1
346Baker Avenue Asset Management, LP$1.0M1
347TWIN CAPITAL MANAGEMENT INC$1.0M1
348BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.0M1
349NorthRock Partners, LLC$1.0M1
350Themes Management Co LLC$1.0M1
351COMMONWEALTH EQUITY SERVICES, LLC$1.0M1
352EARNED WEALTH ADVISORS, LLC$1.0M1
353Cresset Asset Management, LLC$983K1
354MIRABELLA FINANCIAL SERVICES LLP$966K1
355GLENMEDE TRUST CO NA$964K1
356Life Cycle Investment Partners Ltd$963K1
357KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$961K1
358M&T BANK CORP$955K1
359Crossmark Global Holdings, Inc.$949K1
360Arax Advisory Partners$944K1
361TWO SIGMA SECURITIES, LLC$930K1
362NORDEN GROUP LLC$926K1
363Walleye Capital LLC$925K1
364DIVERSIFY WEALTH MANAGEMENT, LLC$923K1
365COMMERCE BANK$913K1
366NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$911K1
367CAPSTONE INVESTMENT ADVISORS, LLC$900K1
368Allegiance Financial Group Advisory Services LLC$883K1
369Frec Markets, Inc.$867K1
370Caprock Group, LLC$843K1
371Gemmer Asset Management LLC$841K1
372DAYMARK WEALTH PARTNERS, LLC$830K1
373PINNACLE ASSOCIATES LTD$830K1
374QTR Family Wealth, LLC$826K1
375TRUIST FINANCIAL CORP$825K1
376Canada Post Corp Registered Pension Plan$816K1
377B. Metzler seel. Sohn & Co. AG$803K1
378STEPHENS INC /AR/$798K1
379Graham Capital Management, L.P.$796K1
380Jefferies Financial Group Inc.$787K1
381Lido Advisors, LLC$775K1
382SYM FINANCIAL Corp$774K1
383Abundance Wealth Counselors$774K1
384Gotham Asset Management, LLC$771K1
385Sagewood Asset Management LP$770K1
386Assenagon Asset Management S.A.$766K1
387MML INVESTORS SERVICES, LLC$759K1
388Ethic Inc.$755K1
389Vident Advisory, LLC$755K1
390Orion Porfolio Solutions, LLC$752K1
391UNITED CAPITAL FINANCIAL ADVISORS, LLC$744K1
392Vontobel Holding Ltd.$741K1
393DENALI ADVISORS LLC$723K1
394Polymer Capital Management (US) LLC$718K1
395Jain Global LLC$714K1
396Regal Partners Ltd$714K1
397Savvy Advisors, Inc.$706K1
398TEMA ETFS LLC$706K1
399Carson Advisory Inc.$703K1
400VestGen Advisors, LLC$696K1
401Kera Capital Partners, Inc.$691K1
402Summit Trail Advisors, LLC$685K1
403Wick Capital Partners, LLC$674K1
404Empirical Finance, LLC$657K1
405Rockefeller Capital Management L.P.$655K1
406Adalta Capital Management LLC$643K1
407Steward Partners Investment Advisory, LLC$638K1
408Perigon Wealth Management, LLC$636K1
409NISA INVESTMENT ADVISORS, LLC$636K1
410Leonteq Securities AG$633K1
411NORTHWEST WEALTH MANAGEMENT, LLC$627K1
412Quarry LP$622K1
413Pinnacle Financial Partners, Inc.$618K1
414Atria Investments, Inc$580K1
415TEACHER RETIREMENT SYSTEM OF TEXAS$576K1
416Ariadne Wealth Management, LP$574K1
417OSLO PENSJONSFORSIKRING AS$560K1
418Magnetar Financial LLC$559K1
419Siemens Fonds Invest GmbH$558K1
420Essex Financial Services, Inc.$555K1
421Symphony Financial, Ltd. Co.$554K1
422Laird Norton Wetherby Trust Company, LLC$535K1
423JOURNEY STRATEGIC WEALTH LLC$525K1
424CenterBook Partners LP$522K1
425D. E. Shaw & Co., Inc.$508K1
426CHOREO, LLC$506K1
427GTS SECURITIES LLC$503K1
428DRIVE WEALTH MANAGEMENT, LLC$500K1
429&PARTNERS$492K1
430RIVERSEDGE ADVISORS, LLC$487K1
431Portfolio Design Labs, LLC$481K1
432Flatrock Wealth Partners LLC$480K1
433U.S. Capital Wealth Advisors, LLC$474K1
434Soltis Investment Advisors LLC$466K1
435POTENTIA WEALTH$465K1
436FAMILY WEALTH PARTNERS, LLC$461K1
437PARTNERS CAPITAL INVESTMENT GROUP, LLP$458K1
438Ethos Financial Group, LLC$447K1
439COWA, LLC$445K1
440MGO ONE SEVEN LLC$444K1
441Apollon Wealth Management, LLC$439K1
442Smartleaf Asset Management LLC$438K1
443MATHER GROUP, LLC.$435K1
444WestHill Financial Advisors, Inc.$431K1
445Bridgewater Associates, LP$431K1
446Institute for Wealth Management, LLC.$430K1
447Frank, Rimerman Advisors LLC$427K1
448Aptus Capital Advisors, LLC$424K1
449Family Manage LLC$422K1
450GATEWAY INVESTMENT ADVISERS LLC$419K1
451True Wealth Design, LLC$419K1
452DOLIVER ADVISORS, LP$418K1
453Financial Engines Advisors L.L.C.$417K1
454Bison Wealth, LLC$417K1
455Ascent Group, LLC$416K1
456OXFORD ASSET MANAGEMENT LLP$413K1
457Wedmont Private Capital$408K1
458Brooklyn Investment Group$408K1
459iSAM Funds (UK) Ltd$402K1
460LifeGoal Investments, LLC$399K1
461Kovack Advisors, Inc.$397K1
462BENJAMIN EDWARDS INC$397K1
463Glenview Trust Co$396K1
464Clear Harbor Asset Management, LLC$395K1
465Investment Research Partners LLC$394K1
466TOWNSQUARE CAPITAL LLC$391K1
467Savant Capital, LLC$389K1
468Kestra Advisory Services, LLC$388K1
469Aaron Wealth Advisors LLC$373K1
470GREENLEAF TRUST$361K1
471ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$360K1
472POINCIANA ADVISORS GROUP, LLC$360K1
473AE Wealth Management LLC$359K1
474LaSalle St. Investment Advisors, LLC$356K1
475Compound Planning, Inc.$349K1
476Ameritas Investment Partners, Inc.$346K1
477MBL Wealth, LLC$345K1
478MAINSAIL ASSET MANAGEMENT, LLC$340K1
479Farringdon Capital, Ltd.$339K1
480Alphadyne Asset Management LP$335K1
481Americana Partners, LLC$334K1
482Global Endowment Management, LP$331K1
483CIDEL ASSET MANAGEMENT INC$325K1
484FORONJY FINANCIAL LLC$322K1
485BLAIR WILLIAM & CO/IL$321K1
486McElhenny Sheffield Capital Management, LLC$320K1
487Callan Family Office, LLC$319K1
488FOUNDATIONS INVESTMENT ADVISORS, LLC$316K1
489Fielder Capital Group LLC$313K1
490Souders Financial Advisors$312K1
491Capital Asset Advisory Services LLC$308K1
492COLDSTREAM CAPITAL MANAGEMENT INC$308K1
493Wallace Advisory Group, LLC$307K1
494PRINCIPAL SECURITIES, INC.$304K1
495EXENCIAL WEALTH ADVISORS, LLC$297K1
496CADEN CAPITAL PARTNERS, LP$294K1
497QUADRANT CAPITAL GROUP LLC$293K1
498FAS Wealth Partners, Inc.$292K1
499RITHOLTZ WEALTH MANAGEMENT$291K1
500COGENT STRATEGIC WEALTH LLC$285K1
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)−$15.0K to −$1.0K
Filers net (actions)not in build
Filers net ($ 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 PCG

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for PCG · financials and macro

Financials — as filed PLANNED

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