Public record / Tickers / PHM

PHM — PULTEGROUP INC/MI/

Both disclosure regimes on one name: who in Congress filed about PHM, 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
20
all PTR rows naming PHM
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 PHM row by the provable lower bound, never a point estimate.

No member disclosed PHM 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.

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

2 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. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING PHM · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PHM
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-06-22Jefferson Shreve R–IN-6SaleTraded 05-12 +41d$15K–$50K
2025-03-09Jefferson Shreve R–IN-6PurchaseTraded 02-24 +13d$15K–$50K
2024-05-15Tommy Tuberville R–ALSale · JT (jointly owned)Traded 04-04 +41d$1K–$15K
2023-11-16Tommy Tuberville R–ALPurchase · JT (jointly owned)Traded 10-17 +30d$1K–$15K
2023-05-12Tommy Tuberville R–ALSale · JT (jointly owned)Traded 04-03 +39d$1K–$15Kamendment pending
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 20 ↗

Members active in PHM

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

No member disclosed PHM in the trailing 12 months.

Congress ↔ notable managers · PHM

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

Trimming
1 Bridgewater Associates $2.9M held

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

Merged timeline of congressional filings and notable-manager moves on PHM
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+48,460 sh
2026-05-15Bridgewater Associates 13Ftrim−80,563 sh
2026-05-14Caxton Associates 13Fadd+619 sh

3 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

full holders view ↗
Top institutional holders of PHM for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.3B1
2FRANKLIN RESOURCES INC$1.8B1
3VANGUARD CAPITAL MANAGEMENT LLC$1.5B1
4STATE STREET CORP$1.0B1
5VANGUARD PORTFOLIO MANAGEMENT LLC$962M1
6FMR LLC$632M1
7FIRST TRUST ADVISORS LP$507M1
8DIMENSIONAL FUND ADVISORS LP$370M1
9MORGAN STANLEY$343M1
10Invesco Ltd.$284M1
11MASSACHUSETTS FINANCIAL SERVICES CO /MA/$264M1
12CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$264M1
13NORTHERN TRUST CORP$234M1
14BANK OF AMERICA CORP /DE/$231M1
15UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$182M1
16AMERICAN CENTURY COMPANIES INC$175M1
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC$170M1
18Legal & General Group Plc$170M1
19DEUTSCHE BANK AG\$169M1
20Amundi$169M1
21Nuveen, LLC$166M1
22VANGUARD FIDUCIARY TRUST CO$127M1
23UBS Group AG$126M1
24PUBLIC SECTOR PENSION INVESTMENT BOARD$110M1
25BARCLAYS PLC$107M1
26VICTORY CAPITAL MANAGEMENT INC$103M1
27HSBC HOLDINGS PLC$82.9M1
28AustralianSuper Pty Ltd$82.2M1
29NORDEA INVESTMENT MANAGEMENT AB$79.6M1
30MENORA MIVTACHIM HOLDINGS LTD.$78.4M1
31Quantinno Capital Management LP$76.4M1
32BALYASNY ASSET MANAGEMENT L.P.$72.2M1
33Swiss National Bank$67.3M1
34Swedbank AB$66.2M1
35RAYMOND JAMES FINANCIAL INC$65.9M1
36Zurcher Kantonalbank (Zurich Cantonalbank)$65.8M1
37Vest Financial, LLC$60.4M1
38ASSETMARK, INC$58.8M1
39ROYAL BANK OF CANADA$58.3M1
40MILFORD FUNDS LTD$57.7M1
41CANADA PENSION PLAN INVESTMENT BOARD$57.2M1
42National Pension Service$57.2M1
43Pictet Asset Management Holding SA$57.1M1
44EFG International AG$57.0M1
45Allspring Global Investments Holdings, LLC$55.4M1
46CITIGROUP INC$53.8M1
47Mitsubishi UFJ Asset Management Co., Ltd.$52.3M1
48WELLS FARGO & COMPANY/MN$52.0M1
49Squarepoint Ops LLC$51.3M1
50Vanguard Global Advisers, LLC$50.9M1
51CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$49.5M1
52HOMESTEAD ADVISERS CORP$48.6M1
53RHUMBLINE ADVISERS$43.5M1
54VANGUARD ASSET MANAGEMENT, Ltd$40.9M1
55PFA Pension, Forsikringsaktieselskab$40.6M1
56O'SHAUGHNESSY ASSET MANAGEMENT, LLC$40.3M1
57BNP Paribas Asset Management Holding S.A.$40.1M1
58ENVESTNET ASSET MANAGEMENT INC$40.1M1
59Assenagon Asset Management S.A.$38.8M1
60AQR CAPITAL MANAGEMENT LLC$37.6M1
61CLOUGH CAPITAL PARTNERS L P$37.4M1
62PRINCIPAL FINANCIAL GROUP INC$36.9M1
63Junto Capital Management LP$36.0M1
64Allianz Asset Management GmbH$34.7M1
65Schonfeld Strategic Advisors LLC$33.6M1
66Rafferty Asset Management, LLC$33.6M1
67MERCER GLOBAL ADVISORS INC /ADV$30.9M1
68EDMOND DE ROTHSCHILD HOLDING S.A.$30.6M1
69SEIZERT CAPITAL PARTNERS, LLC$29.7M1
70Vontobel Holding Ltd.$29.5M1
71Grantham, Mayo, Van Otterloo & Co. LLC$29.1M1
72ALLIANCEBERNSTEIN L.P.$28.3M1
73Susquehanna Portfolio Strategies, LLC$26.9M1
74LPL Financial LLC$26.5M1
75Alyeska Investment Group, L.P.$26.4M1
76FIL Ltd$26.3M1
77TD ASSET MANAGEMENT INC$25.4M1
78STOREBRAND ASSET MANAGEMENT AS$25.3M1
79Walleye Capital LLC$25.2M1
80Cumberland Partners Ltd$25.1M1
81RENAISSANCE TECHNOLOGIES LLC$22.8M1
82MILLENNIUM MANAGEMENT LLC$22.7M1
83ZACKS INVESTMENT MANAGEMENT$22.1M1
84Freestone Grove Partners LP$21.4M1
85STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$21.2M1
86AVIVA PLC$21.0M1
87Tidal Investments LLC$20.8M1
88Corient Private Wealth LLC$20.8M1
89Empowered Funds, LLC$19.4M1
90BANK OF MONTREAL /CAN/$18.8M1
91Moran Wealth Management, LLC$18.5M1
92STATE OF WISCONSIN INVESTMENT BOARD$18.3M1
93EAGLE CAPITAL MANAGEMENT LLC$18.2M1
94SEI INVESTMENTS CO$17.4M1
95Distillate Capital Partners LLC$16.8M1
96SCS Capital Management LLC$16.5M1
97Dana Investment Advisors, Inc.$16.4M1
98Eurizon Capital SGR S.p.A.$16.4M1
99QRG CAPITAL MANAGEMENT, INC.$16.2M1
100Aptus Capital Advisors, LLC$16.0M1
101BASSWOOD CAPITAL MANAGEMENT, L.L.C.$16.0M1
102NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$15.9M1
103BERKSHIRE ASSET MANAGEMENT LLC/PA$15.9M1
104Zurich Insurance Group Ltd/FI$15.6M1
105NATIONAL BANK OF CANADA /FI/$15.5M1
106MACKENZIE FINANCIAL CORP$15.4M1
107JACKSON HILL ADVISORS, LLC$14.9M1
108Qube Research & Technologies Ltd$14.7M1
109United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$14.6M1
110D. E. Shaw & Co., Inc.$14.2M1
111EASTERN BANK$13.9M1
112TEACHER RETIREMENT SYSTEM OF TEXAS$13.7M1
113Man Group plc$13.4M1
114ADAGE CAPITAL PARTNERS GP, L.L.C.$13.2M1
115Cetera Investment Advisers$12.7M1
116WORLDQUANT MILLENNIUM ADVISORS LLC$12.6M1
117SUSQUEHANNA INTERNATIONAL GROUP, LLP$12.5M1
118WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$12.5M1
119ROYAL LONDON ASSET MANAGEMENT LTD$12.5M1
120SCHRODER INVESTMENT MANAGEMENT GROUP$12.4M1
121NEW YORK STATE COMMON RETIREMENT FUND$12.2M1
122NorthCrest Asset Manangement, LLC$12.0M1
123MANUFACTURERS LIFE INSURANCE COMPANY, THE$12.0M1
124Universal- Beteiligungs- und Servicegesellschaft mbH$11.9M1
125Mitsubishi UFJ Trust & Banking Corp$11.6M1
126Vanguard Investments Australia, Ltd.$11.3M1
127Wealthfront Advisers LLC$11.2M1
128Chevy Chase Trust Holdings, LLC$11.1M1
129RITHOLTZ WEALTH MANAGEMENT$11.1M1
130Korea Investment CORP$11.0M1
131PATTEN & PATTEN INC/TN$10.8M1
132Gotham Asset Management, LLC$10.5M1
133Robeco Institutional Asset Management B.V.$10.2M1
134Aware Super Pty Ltd as trustee of Aware Super$10.1M1
135APG Asset Management N.V.$10.1M1
136Focus Partners Wealth$10.1M1
137Sanctuary Advisors, LLC$10.0M1
138BENJAMIN EDWARDS INC$9.8M1
139Asset Management One Co., Ltd.$9.5M1
140Cambria Investment Management, L.P.$9.4M1
141TRUIST FINANCIAL CORP$9.4M1
142Illinois Municipal Retirement Fund$9.4M1
143NOMURA ASSET MANAGEMENT CO LTD$9.2M1
144STATE OF MICHIGAN RETIREMENT SYSTEM$9.1M1
145Edgestream Partners, L.P.$8.9M1
146Financial Strategies Group, Inc.$8.8M1
147OSAIC HOLDINGS, INC.$8.6M1
148Creative Planning$8.6M1
149Kinsale Capital Group, Inc.$8.5M1
150CIBC Bancorp USA Inc.$8.5M1
151&PARTNERS$8.5M1
152Tredje AP-fonden$8.4M1
153ROYCE & ASSOCIATES LP$8.4M1
154MidFirst Bank$8.2M1
155FULLER & THALER ASSET MANAGEMENT, INC.$8.1M1
156Resona Asset Management Co.,Ltd.$7.9M1
157FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$7.9M1
158Candriam S.C.A.$7.7M1
159PATTON ALBERTSON MILLER GROUP, LLC$7.6M1
160Danica Pension, Livsforsikringsaktieselskab$7.3M1
161CITADEL ADVISORS LLC$7.2M1
162Aberdeen Group plc$7.2M1
163XPONANCE LLC$7.1M1
164Caprock Group, LLC$7.0M1
165Elk River Wealth Management LLC$6.9M1
166Cerity Partners LLC$6.8M1
167FIFTH THIRD BANCORP$6.8M1
168TORONTO DOMINION BANK$6.8M1
169Teewinot Capital Advisers, L.L.C.$6.5M1
170MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$6.5M1
171Waverly Advisors, LLC$6.3M1
172CWA Asset Management Group, LLC$6.3M1
173State of New Jersey Common Pension Fund D$6.3M1
174Howard Capital Management, LLC$6.3M1
175Swiss Life Asset Management Ltd$6.3M1
176Arizona State Retirement System$6.2M1
177Czech National Bank$6.2M1
178MML INVESTORS SERVICES, LLC$6.1M1
179TD Waterhouse Canada Inc.$6.0M1
180RBF Capital, LLC$5.9M1
181Vanguard Personalized Indexing Management, LLC$5.9M1
182Larson Financial Group LLC$5.9M1
183BANK OF NOVA SCOTIA$5.8M1
184Laurion Capital Management LP$5.8M1
185IFM Investors Pty Ltd$5.8M1
186CIBC Asset Management Inc$5.6M1
187Hudson Capital Management LLC$5.6M1
188BLAIR WILLIAM & CO/IL$5.6M1
189Lansforsakringar Fondforvaltning AB (publ)$5.3M1
190COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$5.3M1
191Pathstone Holdings, LLC$5.2M1
192VOYA INVESTMENT MANAGEMENT LLC$5.2M1
193MONTAG A & ASSOCIATES INC$5.1M1
194HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$5.0M1
195SEB Asset Management AB$4.9M1
196USS Investment Management Ltd$4.9M1
197Mirae Asset Global Investments Co., Ltd.$4.9M1
198Retirement Systems of Alabama$4.8M1
199Qsemble Capital Management, LP$4.8M1
200Argyle Capital Management, LLC$4.7M1
201OPPENHEIMER & CO INC$4.7M1
202NATIXIS$4.6M1
203ProShare Advisors LLC$4.5M1
204Vident Advisory, LLC$4.5M1
205Glenview Trust Co$4.5M1
206Numerai GP LLC$4.4M1
207LEVEL FOUR ADVISORY SERVICES, LLC$4.4M1
208Rockefeller Capital Management L.P.$4.4M1
209Ethic Inc.$4.4M1
210COMMONWEALTH EQUITY SERVICES, LLC$4.2M1
211Engineers Gate Manager LP$4.1M1
212Daiwa Securities Group Inc.$4.0M1
213Spartan Wealth Advisory Services LLC$4.0M1
214INTECH INVESTMENT MANAGEMENT LLC$4.0M1
215CREDIT AGRICOLE S A$4.0M1
216STIFEL FINANCIAL CORP$4.0M1
217TWIN CAPITAL MANAGEMENT INC$3.9M1
218Integrated Advisors Network LLC$3.9M1
219MACQUARIE GROUP LTD$3.8M1
220SHAYNE & JACOBS, LLC$3.8M1
221Orion Porfolio Solutions, LLC$3.8M1
222Utah Retirement Systems$3.7M1
223NEOS Investment Management LLC$3.6M1
224NEW YORK LIFE INVESTMENT MANAGEMENT LLC$3.4M1
225Merit Financial Group, LLC$3.4M1
226Thrive Capital Management, LLC$3.3M1
227Ensign Peak Advisors, Inc$3.3M1
228Sumitomo Mitsui DS Asset Management Company, Ltd$3.3M1
229Rakuten Investment Management, Inc.$3.3M1
230Quadrature Capital Ltd$3.2M1
231River Wealth Advisors LLC$3.2M1
232BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.2M1
233NISSAY ASSET MANAGEMENT CORP /JAPAN$3.1M1
234Janus Henderson Group Ltd.$3.1M1
235SCOPUS ASSET MANAGEMENT, L.P.$2.9M1
236Bridgewater Associates, LP$2.9M1
237NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.8M1
238TODD ASSET MANAGEMENT LLC$2.8M1
239Ellis Investment Partners, LLC$2.7M1
240Westerkirk Capital Inc.$2.7M1
241Y-Intercept (Hong Kong) Ltd$2.7M1
242Meiji Yasuda Asset Management Co Ltd.$2.7M1
243Dorato Capital Management$2.7M1
244TWO SIGMA INVESTMENTS, LP$2.7M1
245PINNACLE ASSOCIATES LTD$2.7M1
246JANE STREET GROUP, LLC$2.7M1
247Summit Trail Advisors, LLC$2.7M1
248Walleye Trading LLC$2.7M1
249YOUSIF CAPITAL MANAGEMENT, LLC$2.6M1
250EVOLVE PRIVATE WEALTH, LLC$2.6M1
251UniSuper Management Pty Ltd$2.6M1
252Lombard Odier Asset Management (Europe) Ltd$2.6M1
253Cresset Asset Management, LLC$2.6M1
254OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.6M1
255Federation des caisses Desjardins du Quebec$2.6M1
256HighTower Advisors, LLC$2.6M1
257BLI - Banque de Luxembourg Investments$2.6M1
258Bank Julius Baer & Co. Ltd, Zurich$2.6M1
259Signal Advisors Wealth, LLC$2.6M1
260OP Asset Management Ltd$2.4M1
261COMMERCE BANK$2.4M1
262MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.4M1
263US BANCORP \DE\$2.4M1
264Verition Fund Management LLC$2.2M1
265River Street Advisors LLC$2.1M1
266Avanza Fonder AB$2.1M1
267Dynamic Technology Lab Private Ltd$2.1M1
268FIRST MANHATTAN CO. LLC.$2.1M1
269WRIGHT INVESTORS SERVICE INC$2.1M1
270Ashton Thomas Private Wealth, LLC$2.0M1
271Vise Technologies, Inc.$2.0M1
272Trail Ridge Investment Advisors, LLC$2.0M1
273M&T BANK CORP$2.0M1
274REGIONS FINANCIAL CORP$1.9M1
275Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$1.9M1
276Clearstead Advisors, LLC$1.9M1
277Altman Advisors, Inc.$1.9M1
278Sequoia Financial Advisors, LLC$1.8M1
279Havemeyer Place LP$1.8M1
280SANDERS MORRIS HARRIS LLC$1.8M1
281Virtus Investment Advisers, LLC$1.8M1
282BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.8M1
283Inlet Private Wealth, LLC$1.8M1
284Bayhunt Capital LLC$1.8M1
285Hennion & Walsh Asset Management, Inc.$1.7M1
286Concurrent Investment Advisors, LLC$1.7M1
287PALISADE CAPITAL MANAGEMENT, LP$1.7M1
288Whalen Wealth Management Inc.$1.7M1
289Mariner, LLC$1.6M1
290Graham Capital Management, L.P.$1.6M1
291Investment Management Corp of Ontario$1.6M1
292Baird Financial Group, Inc.$1.6M1
293UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.6M1
294Pinnacle Wealth Management Advisory Group, LLC$1.6M1
295Savant Capital, LLC$1.6M1
296Beacon Pointe Advisors, LLC$1.5M1
297Elo Mutual Pension Insurance Co$1.5M1
298Prana Capital Management, LP$1.5M1
299Atria Investments, Inc$1.5M1
300Inspire Investing, LLC$1.5M1
301OMERS ADMINISTRATION Corp$1.5M1
302CWM, LLC$1.4M1
303Jain Global LLC$1.4M1
304DAVENPORT & Co LLC$1.4M1
305Institute for Wealth Management, LLC.$1.4M1
306AE Wealth Management LLC$1.4M1
307HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.4M1
308Ascent Group, LLC$1.4M1
309Knuff & Co LLC$1.4M1
310FIDELIS CAPITAL PARTNERS, LLC$1.4M1
311DENALI ADVISORS LLC$1.4M1
312Norinchukin Bank, The$1.4M1
313MIZUHO SECURITIES USA LLC$1.4M1
314ODDO BHF ASSET MANAGEMENT SAS$1.4M1
315GREAT LAKES ADVISORS, LLC$1.4M1
316Pinnacle Financial Partners, Inc.$1.3M1
317Meiji Yasuda Life Insurance Co$1.3M1
318CAISSE DES DEPOTS ET CONSIGNATIONS$1.3M1
319Rehmann Capital Advisory Group$1.3M1
320Kathmere Capital Management, LLC$1.3M1
321UMB Bank, n.a.$1.3M1
322Andra AP-fonden$1.3M1
323Aspire Private Capital, LLC$1.3M1
324TOWNSQUARE CAPITAL LLC$1.3M1
325Aprio Wealth Management, LLC$1.3M1
326Unison Advisors LLC$1.2M1
327RFG Advisory, LLC$1.2M1
328GATEWAY INVESTMENT ADVISERS LLC$1.2M1
329Brooklyn Investment Group$1.2M1
330Inscription Capital, LLC$1.2M1
331Generali Asset Management SPA SGR$1.2M1
332Advisors Asset Management, Inc.$1.2M1
333Cetera Trust Company, N.A$1.2M1
334NewEdge Advisors, LLC$1.1M1
335Maryland State Retirement & Pension System$1.1M1
336Lombard Odier Asset Management (Switzerland) SA$1.1M1
337Laird Norton Wetherby Trust Company, LLC$1.1M1
338Allworth Financial LP$1.1M1
339PRINCIPAL SECURITIES, INC.$1.1M1
340Osmosis Investment Management UK Ltd$1.1M1
341McKinney Capital Management, LLC$1.1M1
342INTEGRITY ALLIANCE, LLC.$1.1M1
343Greenfield Savings Bank$1.1M1
344CI INVESTMENTS INC.$1.0M1
345Kestra Advisory Services, LLC$1.0M1
346LVW Advisors, LLC$1.0M1
347Lombard Odier Asset Management (USA) Corp$1.0M1
348Private Advisor Group, LLC$1.0M1
349FIDUCIARY FAMILY OFFICE, LLC$1.0M1
350Kesler, Norman & Wride, LLC$1.0M1
351NOVEM GROUP$1.0M1
3521900 WEALTH MANAGEMENT LLC$1.0M1
353ELEVATION POINT WEALTH PARTNERS, LLC$989K1
354Strong Retirement Solutions LLC$986K1
355Econ Financial Services Corp$981K1
356WINTON GROUP Ltd$977K1
357Morningstar Investment Management LLC$971K1
358SIGNATUREFD, LLC$962K1
359MIDLAND WEALTH ADVISORS, LLC$955K1
360ABN AMRO INVESTMENT SOLUTIONS$939K1
361Envestnet Portfolio Solutions, Inc.$938K1
362KESTRA PRIVATE WEALTH SERVICES, LLC$931K1
363MUFG Securities EMEA plc$926K1
364Steward Partners Investment Advisory, LLC$916K1
365Empirical Finance, LLC$906K1
366Checchi Capital Advisers, LLC$905K1
367AlTi Global, Inc.$900K1
368Woodline Partners LP$894K1
369TOKIO MARINE ASSET MANAGEMENT CO LTD$894K1
370CHOREO, LLC$876K1
371WELLINGTON MANAGEMENT GROUP LLP$873K1
372HM PAYSON & CO$872K1
373KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$870K1
374Main Street Research LLC$868K1
375WINNACLE WEALTH LLC$866K1
376Farringdon Capital, Ltd.$854K1
377B. Metzler seel. Sohn & Co. AG$853K1
378William B. Walkup & Associates, Inc.$851K1
379Vestmark Advisory Solutions, Inc.$843K1
380Banque Cantonale Vaudoise$839K1
381J. Safra Sarasin Holding AG$828K1
382Everhart Financial Group, Inc.$824K1
383Jefferies Financial Group Inc.$823K1
384Traub Capital Management LLC$818K1
385Atom Investors LP$816K1
386Athena Wealth Management, LLC$813K1
387Independent Advisor Alliance$809K1
388MGO ONE SEVEN LLC$807K1
389Marshall Financial Group, LLC$787K1
390Crossmark Global Holdings, Inc.$779K1
391BEACON INVESTMENT ADVISORY SERVICES, INC.$778K1
392Voleon Capital Management LP$775K1
393Baker Avenue Asset Management, LP$770K1
394Brevan Howard Capital Management LP$768K1
395HUB Investment Partners, LLC$758K1
396GUGGENHEIM CAPITAL LLC$748K1
397MONTGOMERY INVESTMENT MANAGEMENT INC$747K1
398HB Wealth Management, LLC$736K1
399LECAP ASSET MANAGEMENT LTD$735K1
400Compound Planning, Inc.$734K1
401INTRUST BANK NA$728K1
402NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$723K1
403Cooper Financial Group$715K1
404NORDEN GROUP LLC$708K1
405JOHNSON INVESTMENT COUNSEL INC$705K1
406Chicago Partners Investment Group LLC$703K1
407Arax Advisory Partners$695K1
408Brookstone Capital Management$689K1
409Gryphon Financial Partners LLC$688K1
410COLDSTREAM CAPITAL MANAGEMENT INC$685K1
411Premier Path Wealth Partners, LLC$669K1
412North Dakota State Investment Board$660K1
413Belpointe Asset Management LLC$657K1
414LIBERTY WEALTH MANAGEMENT LLC$657K1
415Metis Global Partners, LLC$647K1
416KEYBANK NATIONAL ASSOCIATION/OH$646K1
417PATRON PARTNERS, LLC$635K1
418Convergence Financial, LLC$635K1
419TOCQUEVILLE ASSET MANAGEMENT L.P.$632K1
420GTS SECURITIES LLC$632K1
421Outlook Wealth Advisors, LLC$631K1
422Lido Advisors, LLC$627K1
423EntryPoint Capital, LLC$626K1
424Monument Capital Management$625K1
425Keebeck Wealth Management$623K1
426Blue Trust, Inc.$616K1
427Callan Family Office, LLC$615K1
428SECURIAN ASSET MANAGEMENT, INC$612K1
429Talon Private Wealth, LLC$606K1
430QUADRANT CAPITAL GROUP LLC$603K1
431Meeder Advisory Services, Inc.$588K1
432denkapparat Operations GmbH$583K1
433Pitcairn Wealth Advisors LLC$582K1
434OXFORD ASSET MANAGEMENT LLP$572K1
435Equitable Holdings, Inc.$571K1
436OLD NATIONAL BANCORP /IN/$570K1
437Formidable Asset Management, LLC$563K1
438BOOTHBAY FUND MANAGEMENT, LLC$561K1
439FEDERATED HERMES, INC.$561K1
440XTX Topco Ltd$558K1
441Aldebaran Financial Inc.$558K1
442BURNEY CO/$558K1
443SYSTEMATIC FINANCIAL MANAGEMENT LP$547K1
444Kestra Investment Management, LLC$547K1
445EVENTIDE ASSET MANAGEMENT, LLC$531K1
446Quantum Private Wealth, LLC$531K1
447Snowden Capital Advisors LLC$526K1
448Naviter Wealth, LLC$523K1
449SCHWARTZ INVESTMENT COUNSEL INC$517K1
450Colonial River Investments, LLC$515K1
451TECTONIC ADVISORS LLC$515K1
452D'Orazio & Associates, Inc.$513K1
453PRUDENTIAL PLC$508K1
454EVERGREEN CAPITAL MANAGEMENT LLC$506K1
455Drucker Wealth 3.0, LLC$501K1
456KING LUTHER CAPITAL MANAGEMENT CORP$499K1
457CAXTON ASSOCIATES LLP$490K1
458SAGESPRING WEALTH PARTNERS, LLC$484K1
459ALLIUM FINANCIAL ADVISORS, LLC$483K1
460SIMPLEX TRADING, LLC$482K1
461M.E. ALLISON & CO., INC.$479K1
462Kera Capital Partners, Inc.$478K1
463Optas, LLC$478K1
464TEMA ETFS LLC$477K1
465Columbia Bank$477K1
466Corient IA LLC$475K1
467EP Wealth Advisors, LLC$474K1
468Van Hulzen Asset Management, LLC$472K1
469Mystic Asset Management, Inc.$465K1
470JT Stratford LLC$463K1
471Legal Advantage Investments, Inc.$461K1
472World Investment Advisors$460K1
473Aaron Wealth Advisors LLC$458K1
474Ballentine Partners, LLC$452K1
475Siemens Fonds Invest GmbH$451K1
476Dynamic Advisor Solutions LLC$447K1
477Capital Investment Advisors, LLC$433K1
478DoubleLine ETF Adviser LP$431K1
479Ascentis Independent Advisors$430K1
480One Wealth Advisors, LLC$421K1
481Glen Eagle Advisors, LLC$419K1
482Raleigh Capital Management Inc.$416K1
483PANAGORA ASSET MANAGEMENT INC$414K1
484Clark Asset Management, LLC$408K1
485CSS LLC/IL$399K1
486Wedmont Private Capital$396K1
487XXI WEALTH, LLC$396K1
488Accurate Wealth Management, LLC$394K1
489Apollon Wealth Management, LLC$393K1
490VestGen Advisors, LLC$388K1
491State of Wyoming$387K1
492FOUNDATIONS INVESTMENT ADVISORS, LLC$387K1
493CENTRAL TRUST Co$385K1
494Rooted Wealth Advisors, Inc.$383K1
495Baader Bank Aktiengesellschaft$378K1
496Midwest Trust Co$377K1
497Baron Wealth Management LLC$376K1
498Menard Financial Group LLC$376K1
499Nautilus Advisors LLC$376K1
500Richard W. Paul & Associates, LLC$370K1
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 PHM

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for PHM · financials and macro

Financials — as filed PLANNED

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