Public record / Tickers / PEG

PEG — PUBLIC SERVICE ENTERPRISE GROUP INC

Both disclosure regimes on one name: who in Congress filed about PEG, 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
18
all PTR rows naming PEG
Members · 12m
3
2 buys · 3 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

Julie Johnson · $1.0K–$15.0K

Sale · traded 2025-12-08 → filed 2026-08-05. Ranked over every PEG row by the provable lower bound, never a point estimate.

3 members · 2 buys / 3 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

5 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

7 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. 7 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING PEG · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PEG
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 2025-12-08 LATE·240d$1K–$15K
2026-08-05Julie Johnson D–TX-32Purchase · JT (jointly owned)Traded 2025-12-08 LATE·240d$1K–$15K
2026-03-12Julia Letlow R–LA-5SaleTraded 02-17 +23d$1K–$15K
2026-01-16Jared Moskowitz D–FL-23PurchaseTraded 2025-12-02 +45d$1K–$15K
2026-01-15Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 2025-12-09 +37d$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 18 ↗

Members active in PEG

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing PEG 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.
Julie Johnson D–TX-323−$29.0K to $13.0K4
Jared Moskowitz D–FL-231$1.0K to $15.0K3
Julia Letlow R–LA-51−$15.0K to −$1.0K2

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

Congress ↔ notable managers · PEG

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

Congress · last 90 days

Buyers
1 Julie Johnson D–TX-32 $1K–$15K
Sellers
1 Julie Johnson D–TX-32 $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · Public Service Enterprise Group Inc - US

Merged timeline of congressional filings and notable-manager moves on PEG
DateWhoChangeSize
2026-08-05Julie Johnson CongressSale$1K–$15K
2026-08-05Julie Johnson CongressPurchase$1K–$15K
2026-05-15Tudor Investment Corp 13Fadd+435,972 sh
2026-05-15Gotham Asset Management 13Fnew+140,752 sh
2026-05-15Bridgewater Associates 13Fnew+57,299 sh
2026-05-14Caxton Associates 13Fnew+12,243 sh

6 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 PEG for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$4.2B1
2VANGUARD CAPITAL MANAGEMENT LLC$2.6B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$2.4B1
4STATE STREET CORP$2.4B1
5BANK OF AMERICA CORP /DE/$1.2B1
6Capital Research Global Investors$856M1
7Invesco Ltd.$590M1
8MORGAN STANLEY$556M1
9Legal & General Group Plc$543M1
10UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$454M1
11Capital World Investors$428M1
12NORTHERN TRUST CORP$407M1
13MASSACHUSETTS FINANCIAL SERVICES CO /MA/$359M1
14ATLAS Infrastructure Partners (UK) Ltd.$327M1
15Pictet Asset Management Holding SA$291M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$268M1
17FRANKLIN RESOURCES INC$247M1
18VANGUARD FIDUCIARY TRUST CO$227M1
19Amundi$187M1
20Hamlin Capital Management, LLC$184M1
21ROYAL BANK OF CANADA$172M1
22BARCLAYS PLC$151M1
23DIMENSIONAL FUND ADVISORS LP$151M1
24NORDEA INVESTMENT MANAGEMENT AB$140M1
25Railway Pension Investments Ltd$139M1
26JENNISON ASSOCIATES LLC$122M1
27Swiss National Bank$119M1
28RAYMOND JAMES FINANCIAL INC$114M1
29HSBC HOLDINGS PLC$107M1
30UBS Group AG$104M1
31DEUTSCHE BANK AG\$104M1
32CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$103M1
331832 Asset Management L.P.$100M1
34DUFF & PHELPS INVESTMENT MANAGEMENT CO$95.5M1
35LPL Financial LLC$95.3M1
36Vanguard Global Advisers, LLC$95.0M1
37Mitsubishi UFJ Asset Management Co., Ltd.$92.3M1
38Aberdeen Group plc$89.1M1
39BNP Paribas Asset Management Holding S.A.$85.2M1
40Nuveen, LLC$83.7M1
41CITADEL ADVISORS LLC$81.5M1
42COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$76.2M1
43VANGUARD ASSET MANAGEMENT, Ltd$75.4M1
44ROYAL LONDON ASSET MANAGEMENT LTD$69.6M1
45ASSETMARK, INC$67.8M1
46Qube Research & Technologies Ltd$65.2M1
47MILLENNIUM MANAGEMENT LLC$65.1M1
48MANUFACTURERS LIFE INSURANCE COMPANY, THE$65.1M1
49CANADA PENSION PLAN INVESTMENT BOARD$64.8M1
50FIRST TRUST ADVISORS LP$61.9M1
51SCHRODER INVESTMENT MANAGEMENT GROUP$60.6M1
52TD ASSET MANAGEMENT INC$59.6M1
53FMR LLC$59.3M1
54JANE STREET GROUP, LLC$58.3M1
55WELLS FARGO & COMPANY/MN$58.3M1
56National Pension Service$57.7M1
57D. E. Shaw & Co., Inc.$57.2M1
58WORLDQUANT MILLENNIUM ADVISORS LLC$56.8M1
59ZACKS INVESTMENT MANAGEMENT$55.9M1
60Yaupon Capital Management LP$53.9M1
61ENVESTNET ASSET MANAGEMENT INC$53.9M1
62JACOBS LEVY EQUITY MANAGEMENT, INC$52.2M1
63ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$51.5M1
64ALLIANCEBERNSTEIN L.P.$51.5M1
65PRINCIPAL FINANCIAL GROUP INC$51.4M1
66VICTORY CAPITAL MANAGEMENT INC$51.2M1
67Eurizon Capital SGR S.p.A.$49.2M1
68Man Group plc$44.4M1
69Swedbank AB$43.9M1
70AQR CAPITAL MANAGEMENT LLC$43.7M1
71Magellan Asset Management Ltd$42.4M1
72BANK OF MONTREAL /CAN/$39.8M1
73Vanguard Investments Australia, Ltd.$39.3M1
74TUDOR INVESTMENT CORP ET AL$38.6M1
75AMF Tjanstepension AB$38.1M1
76STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$37.0M1
77ASR Vermogensbeheer N.V.$35.7M1
78Robeco Institutional Asset Management B.V.$34.3M1
79Trexquant Investment LP$33.6M1
80HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$31.7M1
81CITIGROUP INC$30.7M1
82Aventail Capital Group, LP$30.3M1
83Quantinno Capital Management LP$29.1M1
84Rockefeller Capital Management L.P.$28.0M1
85NATIONAL BANK OF CANADA /FI/$27.8M1
86MACQUARIE GROUP LTD$26.8M1
87VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.7M1
88Arbejdsmarkedets Tillaegspension$25.6M1
89STATE OF WISCONSIN INVESTMENT BOARD$24.7M1
90Asset Management One Co., Ltd.$23.7M1
91CIBC Asset Management Inc$23.0M1
92RWC Asset Management LLP$22.5M1
93PRUDENTIAL FINANCIAL INC$21.7M1
94Cetera Investment Advisers$20.6M1
95Cerity Partners LLC$20.1M1
96Chevy Chase Trust Holdings, LLC$19.9M1
97Zurcher Kantonalbank (Zurich Cantonalbank)$19.9M1
98Investment Management Corp of Ontario$19.2M1
99APG Asset Management N.V.$19.1M1
100CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$19.0M1
101Glenview Trust Co$18.3M1
102GW HENSSLER & ASSOCIATES LTD$18.3M1
103Beck Bode, LLC$18.1M1
104Bank Julius Baer & Co. Ltd, Zurich$17.9M1
105MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$17.5M1
106FOUNDATIONS INVESTMENT ADVISORS, LLC$17.4M1
107Corient Private Wealth LLC$17.1M1
108COMMONWEALTH EQUITY SERVICES, LLC$17.0M1
109AE Wealth Management LLC$16.7M1
110Voleon Capital Management LP$15.6M1
111Hudson Bay Capital Management LP$15.6M1
112Tredje AP-fonden$14.8M1
113SEI INVESTMENTS CO$14.6M1
114Allspring Global Investments Holdings, LLC$14.6M1
115NOMURA ASSET MANAGEMENT CO LTD$14.4M1
116CIBC Bancorp USA Inc.$14.4M1
117Korea Investment CORP$14.2M1
118Mariner, LLC$14.0M1
119Creative Planning$13.6M1
120HighTower Advisors, LLC$13.5M1
121Resona Asset Management Co.,Ltd.$13.2M1
122State of New Jersey Common Pension Fund D$13.0M1
123STIFEL FINANCIAL CORP$12.7M1
124Lansforsakringar Fondforvaltning AB (publ)$12.6M1
125OSAIC HOLDINGS, INC.$11.7M1
126TRUIST FINANCIAL CORP$11.6M1
127PUBLIC SECTOR PENSION INVESTMENT BOARD$11.5M1
128Gotham Asset Management, LLC$11.4M1
129Empower Advisory Group, LLC$11.3M1
130Arizona State Retirement System$11.1M1
131Czech National Bank$11.0M1
132BANK OF NOVA SCOTIA$11.0M1
133STOREBRAND ASSET MANAGEMENT AS$11.0M1
134Calamos Advisors LLC$10.8M1
135Holocene Advisors, LP$10.8M1
136IFM Investors Pty Ltd$10.6M1
137STATE OF MICHIGAN RETIREMENT SYSTEM$10.6M1
138MERCER GLOBAL ADVISORS INC /ADV$10.5M1
139FIFTH THIRD BANCORP$10.1M1
140AMERICAN CENTURY COMPANIES INC$10.1M1
141Edge Wealth Management LLC$9.7M1
142TOMPKINS FINANCIAL CORP$9.6M1
143Susquehanna Portfolio Strategies, LLC$9.3M1
144VOYA INVESTMENT MANAGEMENT LLC$9.0M1
145Capital International, Inc./CA/$8.9M1
146Badgley Phelps Wealth Managers, LLC$8.8M1
147Qsemble Capital Management, LP$8.7M1
148UNITED CAPITAL FINANCIAL ADVISORS, LLC$8.6M1
149Retirement Systems of Alabama$8.6M1
150OPPENHEIMER & CO INC$8.2M1
151Swiss Life Asset Management Ltd$8.1M1
152Woodline Partners LP$7.9M1
153Mirae Asset Global Investments Co., Ltd.$7.8M1
154Graham Capital Management, L.P.$7.8M1
155Candriam S.C.A.$7.7M1
156XPONANCE LLC$7.7M1
157Daiwa Securities Group Inc.$7.5M1
158Dai-ichi Life Insurance Company, Ltd$7.5M1
159Janus Henderson Group Ltd.$7.5M1
160TEACHER RETIREMENT SYSTEM OF TEXAS$7.3M1
161XTX Topco Ltd$6.9M1
162Cinctive Capital Management LP$6.9M1
163USS Investment Management Ltd$6.9M1
164MACKENZIE FINANCIAL CORP$6.8M1
165Utah Retirement Systems$6.6M1
166MML INVESTORS SERVICES, LLC$6.5M1
167Vinva Investment Management Ltd$6.4M1
168NEW ENGLAND ASSET MANAGEMENT INC$6.3M1
169Private Advisor Group, LLC$6.3M1
170ProShare Advisors LLC$6.1M1
171Vanguard Personalized Indexing Management, LLC$6.1M1
172Sumitomo Mitsui DS Asset Management Company, Ltd$6.0M1
173Rakuten Investment Management, Inc.$6.0M1
174NEW YORK LIFE INVESTMENT MANAGEMENT LLC$6.0M1
175NEOS Investment Management LLC$5.8M1
176Kestra Advisory Services, LLC$5.6M1
177BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$5.6M1
178O'SHAUGHNESSY ASSET MANAGEMENT, LLC$5.6M1
179First National Bank of Mount Dora, Trust Investment Services$5.5M1
180NATIXIS$5.5M1
181Tidal Investments LLC$5.5M1
182Capital Investment Counsel, LLC$5.5M1
183PATTON ALBERTSON MILLER GROUP, LLC$5.4M1
184SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.3M1
185KCM INVESTMENT ADVISORS LLC$5.3M1
186NISSAY ASSET MANAGEMENT CORP /JAPAN$5.2M1
187SHELTON CAPITAL MANAGEMENT$5.2M1
188&PARTNERS$5.1M1
189Y-Intercept (Hong Kong) Ltd$5.1M1
190Metis Global Partners, LLC$5.1M1
191Bleakley Financial Group, LLC$5.1M1
192Engineers Gate Manager LP$4.9M1
193FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$4.9M1
194TRAPHAGEN INVESTMENT ADVISORS LLC$4.9M1
195Pathstone Holdings, LLC$4.8M1
196Focus Partners Wealth$4.7M1
197World Investment Advisors$4.7M1
198Bridgewater Associates, LP$4.6M1
199OREGON PUBLIC EMPLOYEES RETIREMENT FUND$4.6M1
200Avanza Fonder AB$4.5M1
201Wealthfront Advisers LLC$4.5M1
202CIBC WORLD MARKET INC.$4.5M1
203Dynamic Advisor Solutions LLC$4.4M1
204NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.4M1
205Sanctuary Advisors, LLC$4.3M1
206US BANCORP \DE\$4.3M1
207MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.3M1
208Howard Capital Management, LLC$4.3M1
209Equitable Holdings, Inc.$4.3M1
210GUGGENHEIM CAPITAL LLC$4.2M1
211Generali Asset Management SPA SGR$4.2M1
212COMMERCE BANK$4.2M1
213OP Asset Management Ltd$4.0M1
214PANAGORA ASSET MANAGEMENT INC$3.9M1
215Rench Wealth Management, Inc.$3.9M1
216CHOREO, LLC$3.8M1
217Northwest & Ethical Investments L.P.$3.8M1
218CAPITAL CITY TRUST CO/FL$3.8M1
219Forvis Mazars Wealth Advisors, LLC$3.8M1
220BENJAMIN EDWARDS INC$3.8M1
221Ensign Peak Advisors, Inc$3.7M1
222Federation des caisses Desjardins du Quebec$3.7M1
223Hennion & Walsh Asset Management, Inc.$3.5M1
224NewEdge Advisors, LLC$3.4M1
225Steward Partners Investment Advisory, LLC$3.4M1
226GRAHAM CAPITAL WEALTH MANAGEMENT, LLC$3.4M1
227Rafferty Asset Management, LLC$3.3M1
228Illinois Municipal Retirement Fund$3.2M1
229Trilogy Capital Inc.$3.1M1
230Summit Trail Advisors, LLC$3.0M1
231River Wealth Advisors LLC$3.0M1
232Elo Mutual Pension Insurance Co$3.0M1
233PEDDOCK CAPITAL ADVISORS, LLC$3.0M1
234PINNACLE ASSOCIATES LTD$2.9M1
235Norinchukin Bank, The$2.9M1
236Baird Financial Group, Inc.$2.9M1
237CHICAGO TRUST Co NA$2.8M1
238ALPS ADVISORS INC$2.8M1
239Oak Thistle LLC$2.7M1
240STEPHENS INC /AR/$2.7M1
241Schonfeld Strategic Advisors LLC$2.7M1
242Machina Capital S.A.S.$2.6M1
243MAI Capital Management$2.6M1
244Neumann Capital Management, LLC$2.6M1
245M&T BANK CORP$2.5M1
246PARSONS CAPITAL MANAGEMENT INC/RI$2.5M1
247CWM, LLC$2.5M1
248JPL Wealth Management, LLC$2.5M1
249PFG Investments, LLC$2.5M1
250Itau Unibanco Holding S.A.$2.5M1
251MIZUHO SECURITIES USA LLC$2.4M1
252QRG CAPITAL MANAGEMENT, INC.$2.4M1
253Magnetar Financial LLC$2.4M1
254Arvest Bank Trust Division$2.4M1
255Allianz Asset Management GmbH$2.3M1
256BEACON INVESTMENT ADVISORY SERVICES, INC.$2.3M1
257Sequoia Financial Advisors, LLC$2.3M1
258Lionshead Wealth Management, LLC$2.3M1
259INTECH INVESTMENT MANAGEMENT LLC$2.3M1
260Lido Advisors, LLC$2.2M1
261ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC$2.2M1
262Beacon Pointe Advisors, LLC$2.2M1
263Farringdon Capital, Ltd.$2.2M1
264Jain Global LLC$2.2M1
265LAUREL OAK WEALTH MANAGEMENT, LLC$2.2M1
266Key Client Fiduciary Advisors, LLC$2.1M1
267Tower Research Capital LLC (TRC)$2.1M1
268Empowered Funds, LLC$2.1M1
269BANQUE PICTET & CIE SA$2.1M1
270ABN AMRO INVESTMENT SOLUTIONS$2.1M1
271Dana Investment Advisors, Inc.$2.1M1
272HUNTINGTON NATIONAL BANK$2.1M1
273Advanced Asset Management Advisors Inc$2.1M1
274Great Lakes Retirement, Inc.$2.1M1
275Bryn Mawr Trust Advisors, LLC$2.0M1
276Atria Investments, Inc$2.0M1
277Meeder Advisory Services, Inc.$2.0M1
278Phoenix Financial Ltd.$2.0M1
279iSAM Funds (UK) Ltd$2.0M1
280Maryland State Retirement & Pension System$2.0M1
281Wealth Management Associates, Inc.$2.0M1
282Horizon Investments, LLC$2.0M1
283Legacy Private Trust Co.$1.9M1
284BLAIR WILLIAM & CO/IL$1.9M1
285BAILARD, INC.$1.9M1
286Jacobi Capital Management LLC$1.9M1
287Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$1.9M1
288Fox Hill Wealth Management$1.9M1
289OMERS ADMINISTRATION Corp$1.9M1
290Osmosis Investment Management UK Ltd$1.9M1
291Vident Advisory, LLC$1.9M1
292Callan Family Office, LLC$1.8M1
293KENNEDY INVESTMENT GROUP, INC.$1.8M1
294HANCOCK WHITNEY CORP$1.8M1
295FULTON BANK, N.A.$1.8M1
296Advisors Asset Management, Inc.$1.8M1
297ELEVATION POINT WEALTH PARTNERS, LLC$1.8M1
298KANAWHA CAPITAL MANAGEMENT LLC$1.7M1
299INCEPTIONR LLC$1.7M1
300CREDIT AGRICOLE S A$1.7M1
301MUFG Securities EMEA plc$1.7M1
302HB Wealth Management, LLC$1.6M1
303New Age Alpha Advisors, LLC$1.6M1
304Greenland Capital Management LP$1.6M1
305Concurrent Investment Advisors, LLC$1.6M1
306ARVEST INVESTMENTS, INC.$1.6M1
307Signature Wealth Management Partners, LLC$1.6M1
308MISSION WEALTH MANAGEMENT, LP$1.5M1
309WESTPAC BANKING CORP$1.5M1
310Merit Financial Group, LLC$1.5M1
311Parisi Gray Wealth Management$1.5M1
312Allworth Financial LP$1.4M1
313CI INVESTMENTS INC.$1.4M1
314DENALI ADVISORS LLC$1.4M1
315PROFUND ADVISORS LLC$1.4M1
316Empirical Finance, LLC$1.4M1
317Prestige Wealth Management Group LLC$1.4M1
318Laird Norton Wetherby Trust Company, LLC$1.4M1
319Brevan Howard Capital Management LP$1.4M1
320Orion Porfolio Solutions, LLC$1.4M1
321denkapparat Operations GmbH$1.3M1
322TOKIO MARINE ASSET MANAGEMENT CO LTD$1.3M1
323WIREGRASS INVESTMENT MANAGEMENT LLC$1.3M1
324RMR Wealth Builders$1.3M1
325United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$1.3M1
326Waverly Advisors, LLC$1.3M1
327Assenagon Asset Management S.A.$1.3M1
328NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.3M1
329KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$1.3M1
330Ascent Group, LLC$1.3M1
331Vestmark Advisory Solutions, Inc.$1.3M1
332River Street Advisors LLC$1.3M1
333Herold Advisors, Inc.$1.2M1
334Apollon Wealth Management, LLC$1.2M1
335Brooklyn Investment Group$1.2M1
336TD Waterhouse Canada Inc.$1.2M1
337Mutual Advisors, LLC$1.2M1
338OneDigital Investment Advisors LLC$1.2M1
339Tilson Financial Group, Inc.$1.2M1
340Drake & Associates, LLC$1.2M1
341Cordgrass Capital Advisors, LLC$1.1M1
342GROUPAMA ASSET MANAGMENT$1.1M1
343Richard Bernstein Advisors LLC$1.1M1
344FRG Family Wealth Advisors LLC$1.1M1
345Bank OZK$1.1M1
346EPG Wealth Management LLC$1.1M1
347Leisure Capital Management$1.1M1
348ING GROEP NV$1.1M1
349Andra AP-fonden$1.1M1
350CFS Investment Advisory Services, LLC$1.1M1
351Advisory Alpha, LLC$1.1M1
352Squarepoint Ops LLC$1.1M1
353QUADRANT CAPITAL GROUP LLC$1.1M1
354FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$1.1M1
355Sound View Wealth Advisors Group, LLC$1.1M1
356Diversified Trust Co$1.1M1
357Cresset Asset Management, LLC$1.1M1
358CITIZENS FINANCIAL GROUP INC/RI$1.0M1
359VIRTUE ASSET MANAGEMENT LLC$1.0M1
360UMB Bank, n.a.$1.0M1
361Meiji Yasuda Asset Management Co Ltd.$1.0M1
362MRA Advisory Group$1.0M1
363Onyx Bridge Wealth Group LLC$1.0M1
364Mezzasalma Advisors, LLC$993K1
365CAXTON ASSOCIATES LLP$991K1
366Perigon Wealth Management, LLC$989K1
367Wealth Quarterback LLC$977K1
368Schorn Wealth LLC$975K1
369MGO ONE SEVEN LLC$968K1
370COLDSTREAM CAPITAL MANAGEMENT INC$962K1
371AlphaCore Capital LLC$945K1
372Modera Wealth Management, LLC$922K1
373HARRELL INVESTMENT PARTNERS, LLC$907K1
374ATTICUS WEALTH MANAGEMENT, LLC$901K1
375BOURNE LENT ASSET MANAGEMENT INC$896K1
376Prosperity Consulting Group, LLC$886K1
377LITTLE HOUSE CAPITAL LLC$880K1
378NOMURA HOLDINGS INC$879K1
379Themes Management Co LLC$849K1
380Stratos Wealth Partners, LTD.$840K1
381Fisher Asset Management, LLC$839K1
382BROWN ADVISORY INC$835K1
383Cornell Pochily Investment Advisors, Inc.$834K1
384TOUNJIAN ADVISORY PARTNERS, LLC$827K1
385Marin Bay Wealth Advisors, LLC$826K1
386Insight Advisors, LLC/ PA$825K1
387Continuum Advisory, LLC$822K1
388Haverford Trust Co$821K1
389Quadrature Capital Ltd$821K1
390KEYBANK NATIONAL ASSOCIATION/OH$816K1
391Confluence Wealth Services, Inc.$816K1
392Canada Post Corp Registered Pension Plan$815K1
393BOOTHBAY FUND MANAGEMENT, LLC$813K1
394PRUDENTIAL PLC$812K1
395Sovereign Financial Group, Inc.$811K1
396San Luis Wealth Advisors LLC$807K1
397Clarity Wealth Advisors, LLC$800K1
398TECTONIC ADVISORS LLC$797K1
399Columbia Bank$792K1
400EntryPoint Capital, LLC$791K1
401Hilltop National Bank$785K1
402Tulsa Wealth Advisors, INC$783K1
403Envestnet Portfolio Solutions, Inc.$777K1
404RENAISSANCE TECHNOLOGIES LLC$769K1
405RTD Financial Advisors, Inc.$747K1
406Coastal Bridge Advisors, LLC$745K1
407TWINBEECH CAPITAL LP$744K1
408FOX RUN MANAGEMENT, L.L.C.$743K1
409Merrion Investment Management Co, LLC$741K1
410HBK Sorce Advisory LLC$734K1
411Independent Advisor Alliance$733K1
412Raab & Moskowitz Asset Management LLC$731K1
413Aviso Financial Inc.$727K1
414WOODMONT INVESTMENT COUNSEL LLC$725K1
415Kenora Financial, LLC$724K1
416JOHNSON INVESTMENT COUNSEL INC$721K1
417TEMA ETFS LLC$714K1
418Cerro Pacific Wealth Advisors LLC$712K1
419MQS Management LLC$704K1
420IVC Wealth Advisors LLC$699K1
421Summit Financial, LLC$680K1
422Prospera Financial Services Inc$679K1
423FIRST MANHATTAN CO. LLC.$679K1
424D.A. DAVIDSON & CO.$679K1
425Savant Capital, LLC$674K1
426Paragon Private Wealth Management, LLC$674K1
427PERSONAL CFO SOLUTIONS, LLC$673K1
428Vise Technologies, Inc.$671K1
429Ascentis Independent Advisors$670K1
430WINTON GROUP Ltd$667K1
431Smartleaf Asset Management LLC$661K1
432FEDERATED HERMES, INC.$660K1
433GREAT VALLEY ADVISOR GROUP, INC.$656K1
434GTS SECURITIES LLC$648K1
435Enhancing Capital LLC$648K1
436BALYASNY ASSET MANAGEMENT L.P.$646K1
437ARMSTRONG ADVISORY GROUP, INC$639K1
438Blue Trust, Inc.$638K1
439Accurate Wealth Management, LLC$635K1
440111 Capital$631K1
441Snowden Capital Advisors LLC$630K1
442McGlone Suttner Wealth Management, Inc.$623K1
443Hilton Head Capital Partners, LLC$622K1
444Advisors Capital Management, LLC$621K1
445DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$618K1
446Brookstone Capital Management$612K1
447Gilbert & Cook, Inc.$607K1
448FIDUCIARY TRUST CO$606K1
449Checchi Capital Advisers, LLC$599K1
450Breakwater Capital Group$596K1
451FINANCIAL ADVISORY PARTNERS, LLC$594K1
452NorthStar Asset Management LLC /NJ/$594K1
453Chicago Partners Investment Group LLC$593K1
454Able Wealth Management LLC$592K1
455Siemens Fonds Invest GmbH$583K1
456Elevated Capital Advisors, LLC$574K1
457ONTARIO TEACHERS PENSION PLAN BOARD$572K1
458Pine Valley Investments Ltd Liability Co$572K1
459Aptus Capital Advisors, LLC$562K1
460Fortis Group Advisors, LLC$561K1
461Apella Capital, LLC$555K1
462CALTON & ASSOCIATES, INC.$551K1
463CUTLER INVESTMENT COUNSEL LLC$548K1
464Wealthcare Advisory Partners LLC$547K1
465Caldwell Trust Co$540K1
466INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$537K1
467Frank, Rimerman Advisors LLC$531K1
468Sound Portfolio Advisors, LLC$530K1
469GATEWAY INVESTMENT ADVISERS LLC$526K1
470WOODWARD DIVERSIFIED CAPITAL, LLC$525K1
471LAZARD ASSET MANAGEMENT LLC$525K1
472Wedmont Private Capital$521K1
473Wilmington Savings Fund Society, FSB$519K1
474Principle Wealth Partners LLC$517K1
475Kingsview Wealth Management, LLC$514K1
476HOWARD WEALTH MANAGEMENT, LLC$508K1
477Capital Investment Advisors, LLC$507K1
478Meiji Yasuda Life Insurance Co$503K1
479LVW Advisors, LLC$501K1
480Trivium Point Advisory, LLC$501K1
481Mendel Money Management$499K1
482BLUEDOOR PRIVATE WEALTH, LLC$496K1
483HOWE & RUSLING INC$494K1
484Clark Capital Management Group, Inc.$494K1
485Center For Asset Management LLC$491K1
486Centennial Wealth Advisory LLC$490K1
487Essex Financial Services, Inc.$488K1
488LIBERTY WEALTH MANAGEMENT LLC$487K1
489GLR Partners, LLC$482K1
490INTEGRITY ALLIANCE, LLC.$473K1
491Gateway Wealth Partners, LLC$473K1
492MONETA GROUP INVESTMENT ADVISORS LLC$469K1
493RDA Financial Network$469K1
494SHUFRO ROSE & CO LLC$468K1
495KINTRA WEALTH, LLC$467K1
496Palumbo Wealth Management LLC$466K1
497Baker Avenue Asset Management, LP$464K1
498Triad Wealth Partners, LLC$459K1
499SeaCrest Wealth Management, LLC$458K1
500Pinnacle Wealth Planning Services, Inc.$458K1
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)2 buy / 3 sell
Congress net ($ bound)−$43.0K to $27.0K
Filers net (actions)not in build
Filers net ($ 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 PEG

RETAINED WINDOW · ACTIVE HITS
Signal hits naming PEG
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for PEG · financials and macro

Financials — as filed PLANNED

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