Public record / Tickers / PKG

PKG — PACKAGING CORP OF AMERICA

Both disclosure regimes on one name: who in Congress filed about PKG, 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
30
all PTR rows naming PKG
Members · 12m
2
5 buys · 3 sells · by trade date
Latest PTR
09-09
filed 2026-09-09
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

April McClain Delaney · $50.0K–$100K

Sale · traded 2026-08-25 → filed 2026-09-09. Ranked over every PKG row by the provable lower bound, never a point estimate.

2 members · 5 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.

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

12 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. 12 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING PKG · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PKG
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-09April McClain Delaney D–MD-6Sale · DC (dependent-child-owned)Traded 08-25 +15d$50K–$100K
2026-06-05April McClain Delaney D–MD-6Purchase · DC (dependent-child-owned)Traded 05-06 +30d$1K–$15K
2026-05-06April McClain Delaney D–MD-6Purchase · DC (dependent-child-owned)Traded 04-29 +7d$1K–$15K
2026-05-06April McClain Delaney D–MD-6Purchase · DC (dependent-child-owned)Traded 04-24 +12d$1K–$15K
2026-04-06April McClain Delaney D–MD-6Purchase · DC (dependent-child-owned)Traded 03-20 +17d$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 30 ↗

Members active in PKG

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing PKG 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.
April McClain Delaney D–MD-66−$95.0K to $25.0K2
Julie Johnson D–TX-322−$30.0K to −$2.0K4

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

Congress ↔ notable managers · PKG

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

Congress · last 90 days

Buyers
0
Sellers
1 April McClain Delaney D–MD-6 $50K–$100K

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

Notable managers · quarter ended 2026-03-31

Adding
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · PACKAGING CORP AMER

Merged timeline of congressional filings and notable-manager moves on PKG
DateWhoChangeSize
2026-09-09April McClain Delaney CongressSale$50K–$100K
2026-05-15Gotham Asset Management 13Ftrim−299 sh
2026-05-15Bridgewater Associates 13Fexit−2,516 sh
2026-05-15Moore Capital Management 13Fexit−178,712 sh

4 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 PKG for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.6B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.2B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$930M1
4STATE STREET CORP$906M1
5FIL Ltd$607M1
6ROYAL BANK OF CANADA$493M1
7AMERICAN CENTURY COMPANIES INC$439M1
8VICTORY CAPITAL MANAGEMENT INC$430M1
9Boston Partners$332M1
10Atlas FRM LLC$325M1
11BANK OF AMERICA CORP /DE/$322M1
12MORGAN STANLEY$321M1
13DIMENSIONAL FUND ADVISORS LP$275M1
14FMR LLC$254M1
15Invesco Ltd.$239M1
16MILLENNIUM MANAGEMENT LLC$237M1
17Select Equity Group, L.P.$217M1
18NORTHERN TRUST CORP$200M1
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC$183M1
20STIFEL FINANCIAL CORP$119M1
21VANGUARD FIDUCIARY TRUST CO$107M1
22WELLS FARGO & COMPANY/MN$104M1
23Legal & General Group Plc$103M1
24PRINCIPAL FINANCIAL GROUP INC$102M1
25AQR CAPITAL MANAGEMENT LLC$100M1
26UBS Group AG$95.4M1
27WELLINGTON MANAGEMENT GROUP LLP$93.0M1
28Tidal Investments LLC$91.0M1
29WESTWOOD HOLDINGS GROUP INC$88.3M1
30PFA Pension, Forsikringsaktieselskab$76.7M1
31UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$72.8M1
32REGIONS FINANCIAL CORP$72.1M1
33Pictet Asset Management Holding SA$69.7M1
34WESTFIELD CAPITAL MANAGEMENT CO LP$64.5M1
35CITADEL ADVISORS LLC$60.9M1
36ADAGE CAPITAL PARTNERS GP, L.L.C.$59.4M1
37Nuveen, LLC$59.0M1
38BALYASNY ASSET MANAGEMENT L.P.$57.4M1
39FIRST TRUST ADVISORS LP$56.7M1
40Swiss National Bank$56.0M1
41EARNEST PARTNERS LLC$55.0M1
42DEUTSCHE BANK AG\$54.8M1
43TWO SIGMA INVESTMENTS, LP$52.6M1
44RAYMOND JAMES FINANCIAL INC$52.3M1
45Amundi$52.1M1
46Summit Financial Strategies, Inc.$52.1M1
47SCOPUS ASSET MANAGEMENT, L.P.$51.5M1
48HighTower Advisors, LLC$50.8M1
49BARCLAYS PLC$50.7M1
50ENVESTNET ASSET MANAGEMENT INC$45.4M1
51Retirement Systems of Alabama$45.1M1
52Qube Research & Technologies Ltd$45.0M1
53Mitsubishi UFJ Asset Management Co., Ltd.$43.7M1
54Vanguard Global Advisers, LLC$41.4M1
55VANGUARD ASSET MANAGEMENT, Ltd$38.7M1
56CITIGROUP INC$38.5M1
57CONNING INC.$33.8M1
58HSBC HOLDINGS PLC$33.8M1
59CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$32.6M1
60FRANKLIN RESOURCES INC$30.7M1
61LPL Financial LLC$29.4M1
62Jain Global LLC$27.7M1
63Schonfeld Strategic Advisors LLC$24.7M1
64Quantinno Capital Management LP$24.0M1
65FIFTH THIRD BANCORP$23.2M1
66NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$20.4M1
67SEI INVESTMENTS CO$19.4M1
68ALLIANCEBERNSTEIN L.P.$19.3M1
69Albar Capital Partners LLP$18.9M1
70Universal- Beteiligungs- und Servicegesellschaft mbH$18.8M1
71Gotham Asset Management, LLC$18.2M1
72Susquehanna Portfolio Strategies, LLC$17.1M1
73Corient Private Wealth LLC$16.7M1
74Cannell & Spears LLC$16.2M1
75SUSQUEHANNA INTERNATIONAL GROUP, LLP$15.1M1
76STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$14.5M1
77STATE OF WISCONSIN INVESTMENT BOARD$14.5M1
78COMMERCE BANK$14.2M1
79SCHRODER INVESTMENT MANAGEMENT GROUP$13.9M1
80PICTON MAHONEY ASSET MANAGEMENT$13.0M1
81UniSuper Management Pty Ltd$12.6M1
82BANK OF MONTREAL /CAN/$12.4M1
83STEPHENS INC /AR/$12.4M1
84LMCG INVESTMENTS, LLC$12.1M1
85M&T BANK CORP$12.0M1
86GHP Investment Advisors, Inc.$11.7M1
87MANUFACTURERS LIFE INSURANCE COMPANY, THE$11.7M1
88QRG CAPITAL MANAGEMENT, INC.$11.5M1
89HFR Wealth Management, LLC$11.4M1
90Moran Wealth Management, LLC$11.3M1
91Concentric Capital Strategies, LP$11.2M1
92BANQUE PICTET & CIE SA$11.2M1
93Cetera Investment Advisers$11.0M1
94Leeward Investments, LLC - MA$11.0M1
95SKBA CAPITAL MANAGEMENT LLC$10.8M1
96Zurich Insurance Group Ltd/FI$10.6M1
97DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$10.4M1
98JANE STREET GROUP, LLC$10.4M1
99Asset Management One Co., Ltd.$10.0M1
100DIVERSIFY WEALTH MANAGEMENT, LLC$10.0M1
101Teamwork Financial Advisors, LLC$9.7M1
102HEARTLAND ADVISORS INC$9.5M1
103Vanguard Investments Australia, Ltd.$9.5M1
104Chevy Chase Trust Holdings, LLC$9.3M1
105Kestra Advisory Services, LLC$9.2M1
106MML INVESTORS SERVICES, LLC$9.1M1
107PRUDENTIAL FINANCIAL INC$9.1M1
108TRUIST FINANCIAL CORP$9.1M1
109MACKENZIE FINANCIAL CORP$9.1M1
110NAPLES GLOBAL ADVISORS, LLC$9.0M1
111Aberdeen Group plc$9.0M1
112BENJAMIN EDWARDS INC$8.3M1
113Tredje AP-fonden$8.2M1
114Korea Investment CORP$8.0M1
115Y-Intercept (Hong Kong) Ltd$7.9M1
116APG Asset Management N.V.$7.9M1
117Lighthouse Investment Partners, LLC$7.9M1
118MERCER GLOBAL ADVISORS INC /ADV$7.8M1
119Allianz Asset Management GmbH$7.7M1
120NOMURA ASSET MANAGEMENT CO LTD$7.7M1
121US BANCORP \DE\$7.5M1
122Squarepoint Ops LLC$7.4M1
123Ellsworth Advisors, LLC$7.3M1
124Channing Capital Management, LLC$7.3M1
125TD ASSET MANAGEMENT INC$6.8M1
126Creative Planning$6.7M1
127Verition Fund Management LLC$6.6M1
128Monte Financial Group, LLC$6.6M1
129O'SHAUGHNESSY ASSET MANAGEMENT, LLC$6.5M1
130Lansforsakringar Fondforvaltning AB (publ)$6.3M1
131State of New Jersey Common Pension Fund D$6.1M1
132Hudson Bay Capital Management LP$6.0M1
133XTX Topco Ltd$6.0M1
134NATIONAL BANK OF CANADA /FI/$5.9M1
135CIBC Bancorp USA Inc.$5.8M1
136Resona Asset Management Co.,Ltd.$5.8M1
137WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5.7M1
138NewSquare Capital LLC$5.7M1
139TORONTO DOMINION BANK$5.6M1
140GUYASUTA INVESTMENT ADVISORS INC$5.6M1
141Mirae Asset Global Investments Co., Ltd.$5.4M1
142CREDIT AGRICOLE S A$5.4M1
143Catherine Avery Investment Management LLC$5.4M1
144STOREBRAND ASSET MANAGEMENT AS$5.4M1
145ROYAL LONDON ASSET MANAGEMENT LTD$5.3M1
146Arizona State Retirement System$5.2M1
147Czech National Bank$5.2M1
148STATE OF MICHIGAN RETIREMENT SYSTEM$5.1M1
149Voleon Capital Management LP$5.1M1
150Cerity Partners LLC$5.0M1
151Concurrent Investment Advisors, LLC$5.0M1
152GRIMES & Co WEALTH MANAGEMENT, LLC$4.9M1
153CIBC Asset Management Inc$4.9M1
154SEB Asset Management AB$4.9M1
155Weiss Asset Management LP$4.8M1
156Covalis Capital LLP$4.8M1
157Aptus Capital Advisors, LLC$4.7M1
158IFM Investors Pty Ltd$4.6M1
159Zurcher Kantonalbank (Zurich Cantonalbank)$4.6M1
160MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$4.5M1
161COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.4M1
162USS Investment Management Ltd$4.4M1
163PANAGORA ASSET MANAGEMENT INC$4.3M1
164BNC WEALTH MANAGEMENT, LLC$4.3M1
165Emerald Investment Advisers, LLC$4.2M1
166Rockefeller Capital Management L.P.$4.1M1
167CWM, LLC$4.1M1
168COMMONWEALTH EQUITY SERVICES, LLC$4.1M1
169VOYA INVESTMENT MANAGEMENT LLC$3.9M1
170AVIVA PLC$3.9M1
171Rokos Capital Management LLP$3.8M1
172Pathstone Holdings, LLC$3.8M1
173NewEdge Advisors, LLC$3.8M1
174Dai-ichi Life Insurance Company, Ltd$3.8M1
175Woodline Partners LP$3.7M1
176Sanctuary Advisors, LLC$3.7M1
177Ensign Peak Advisors, Inc$3.6M1
178J. Goldman & Co LP$3.6M1
179Legato Capital Management LLC$3.6M1
180GUGGENHEIM CAPITAL LLC$3.6M1
181Carnegie Investment Counsel$3.5M1
182CAMBIAR INVESTORS LLC$3.5M1
183ProShare Advisors LLC$3.4M1
184OMERS ADMINISTRATION Corp$3.4M1
185Daiwa Securities Group Inc.$3.3M1
186XPONANCE LLC$3.2M1
187Steward Partners Investment Advisory, LLC$3.2M1
188Metis Global Partners, LLC$3.2M1
189OSAIC HOLDINGS, INC.$3.2M1
190Dayah Capital LLC$3.2M1
191Waverly Advisors, LLC$3.1M1
192Utah Retirement Systems$3.0M1
193PUBLIC SECTOR PENSION INVESTMENT BOARD$3.0M1
194ABN AMRO INVESTMENT SOLUTIONS$3.0M1
195Baird Financial Group, Inc.$2.9M1
196NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.9M1
197Trexquant Investment LP$2.8M1
198Rakuten Investment Management, Inc.$2.8M1
199Graves Light Lenhart Wealth, Inc.$2.8M1
200Texas Yale Capital Corp.$2.7M1
201Illinois Municipal Retirement Fund$2.7M1
202FINANCIAL ADVISORY PARTNERS, LLC$2.7M1
203Northwest & Ethical Investments L.P.$2.7M1
204BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.6M1
205BANK OF NOVA SCOTIA$2.6M1
206MACQUARIE GROUP LTD$2.6M1
207NEOS Investment Management LLC$2.6M1
208Vanguard Personalized Indexing Management, LLC$2.6M1
209NISSAY ASSET MANAGEMENT CORP /JAPAN$2.5M1
210Wealthfront Advisers LLC$2.5M1
211MV CAPITAL MANAGEMENT, INC.$2.4M1
212CIM, LLC$2.4M1
213Sumitomo Mitsui DS Asset Management Company, Ltd$2.4M1
214AZZAD ASSET MANAGEMENT INC /ADV$2.4M1
215Vivid Wealth Management, LLC$2.3M1
216HB Wealth Management, LLC$2.3M1
217LMG Wealth Partners, LLC$2.2M1
218OLD NATIONAL BANCORP /IN/$2.2M1
219LOWE BROCKENBROUGH & CO INC$2.2M1
220Aperture Investors, LLC$2.2M1
221INCEPTIONR LLC$2.2M1
222SHUTTLEWORTH & Co$2.2M1
223Empowered Funds, LLC$2.2M1
224OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.2M1
225Perbak Capital Partners LLP$2.2M1
226BURNEY CO/$2.1M1
227Atria Investments, Inc$2.1M1
228Janus Henderson Group Ltd.$2.1M1
229FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$2.0M1
230MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.0M1
231Weaver C. Barksdale & Associates, Inc.$2.0M1
232Curated Wealth Partners LLC$2.0M1
233Avanza Fonder AB$2.0M1
234LETSON INVESTMENT MANAGEMENT, INC.$2.0M1
235OP Asset Management Ltd$2.0M1
236Talon Private Wealth, LLC$2.0M1
237VCI Wealth Management LLC$1.9M1
238Bank Julius Baer & Co. Ltd, Zurich$1.9M1
239QUADRANT CAPITAL GROUP LLC$1.9M1
240NORDEA INVESTMENT MANAGEMENT AB$1.9M1
241KESTRA PRIVATE WEALTH SERVICES, LLC$1.9M1
242Brookstone Capital Management$1.9M1
243&PARTNERS$1.8M1
244Portfolio Design Labs, LLC$1.8M1
245Charles Schwab Trust Co$1.7M1
246Linden Thomas Advisory Services, LLC$1.7M1
247VestGen Advisors, LLC$1.7M1
248Eurizon Capital SGR S.p.A.$1.7M1
249Investment Management Corp of Ontario$1.7M1
250Beverly Hills Private Wealth, LLC$1.7M1
251Ascent Group, LLC$1.7M1
252Swiss Life Asset Management Ltd$1.7M1
253WESTPAC BANKING CORP$1.6M1
254Sequoia Financial Advisors, LLC$1.5M1
255Southeast Asset Advisors, LLC$1.5M1
256Vise Technologies, Inc.$1.5M1
257RW Investment Management LLC$1.5M1
258Oak Thistle LLC$1.5M1
259Vident Advisory, LLC$1.5M1
260Lombard Odier Asset Management (Switzerland) SA$1.5M1
261Prospera Financial Services Inc$1.4M1
262Summit Trail Advisors, LLC$1.4M1
263HANOVER ADVISORS INC$1.4M1
264JGP Wealth Management, LLC$1.4M1
265Lido Advisors, LLC$1.3M1
266Dana Investment Advisors, Inc.$1.3M1
267Focus Partners Wealth$1.3M1
268Private Advisor Group, LLC$1.3M1
269RENAISSANCE TECHNOLOGIES LLC$1.3M1
270Jefferies Financial Group Inc.$1.2M1
271G&S Capital LLC$1.2M1
272National Pension Service$1.2M1
273HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.2M1
274Inspire Investing, LLC$1.2M1
275TKG Advisors, LLC$1.2M1
276SIERRA SUMMIT ADVISORS LLC$1.2M1
277River Street Advisors LLC$1.2M1
278Fideuram Asset Management (Ireland) dac$1.2M1
279INTECH INVESTMENT MANAGEMENT LLC$1.2M1
280MIZUHO SECURITIES USA LLC$1.1M1
281RITHOLTZ WEALTH MANAGEMENT$1.1M1
282Rafferty Asset Management, LLC$1.1M1
283Stratos Wealth Partners, LTD.$1.1M1
284FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$1.1M1
285Mariner, LLC$1.1M1
286Advisors Asset Management, Inc.$1.1M1
287BNP Paribas Asset Management Holding S.A.$1.0M1
288CI INVESTMENTS INC.$1.0M1
289Atwater Malick LLC$1.0M1
290AssuredPartners Investment Advisors, LLC$1.0M1
291BOOTHBAY FUND MANAGEMENT, LLC$1.0M1
292Candriam S.C.A.$1.0M1
293SCOTIA CAPITAL INC.$1.0M1
294Seelaus Asset Management LLC$1.0M1
295KEYBANK NATIONAL ASSOCIATION/OH$1.0M1
296TD Waterhouse Canada Inc.$985K1
297BLAIR WILLIAM & CO/IL$981K1
298ROMANO BROTHERS AND COMPANY$975K1
299Realta Investment Advisors$975K1
300Norinchukin Bank, The$972K1
301Chicago Capital, LLC$961K1
302Arvest Bank Trust Division$959K1
303Mendel Money Management$939K1
304UNITED CAPITAL FINANCIAL ADVISORS, LLC$932K1
305Maryland State Retirement & Pension System$924K1
306Savant Capital, LLC$891K1
307Bangor Savings Bank$887K1
308SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$867K1
309GATEWAY INVESTMENT ADVISERS LLC$860K1
310Crossmark Global Holdings, Inc.$856K1
311Allspring Global Investments Holdings, LLC$845K1
312NOMURA HOLDINGS INC$841K1
313COLDSTREAM CAPITAL MANAGEMENT INC$827K1
314Capital Investment Advisors, LLC$817K1
315Brevan Howard Capital Management LP$788K1
316MUFG Securities EMEA plc$778K1
317Federation des caisses Desjardins du Quebec$772K1
318OPPENHEIMER & CO INC$755K1
319ZEGA Investments, LLC$754K1
320Independent Wealth Network Inc.$749K1
321Orion Porfolio Solutions, LLC$743K1
322WOLVERINE ASSET MANAGEMENT LLC$743K1
323Live Oak Investment Partners$738K1
324McKinley Carter Wealth Services, Inc.$737K1
325Great Diamond Partners, LLC$727K1
326Envestnet Portfolio Solutions, Inc.$724K1
327Apollon Wealth Management, LLC$707K1
328Caldwell Trust Co$706K1
329FORA Capital, LLC$705K1
330TOKIO MARINE ASSET MANAGEMENT CO LTD$702K1
331MAI Capital Management$698K1
332Forza Wealth Management, LLC$694K1
333Merit Financial Group, LLC$693K1
334Robeco Institutional Asset Management B.V.$687K1
335IEQ CAPITAL, LLC$685K1
336Snowden Capital Advisors LLC$669K1
337Rossmore Private Capital$664K1
338Empirical Finance, LLC$660K1
339Gateway Wealth Partners, LLC$659K1
340Qsemble Capital Management, LP$654K1
341CENTRAL TRUST Co$653K1
342ARVEST INVESTMENTS, INC.$649K1
343TWO SIGMA SECURITIES, LLC$643K1
344Fieldview Capital Management, LLC$639K1
345Transamerica Financial Advisors, LLC$639K1
346Avior Wealth Management, LLC$616K1
347Integrated Advisors Network LLC$608K1
348NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$607K1
349PRUDENTIAL PLC$601K1
350Pallas Capital Advisors LLC$581K1
351Kingsview Wealth Management, LLC$573K1
352Moors & Cabot, Inc.$570K1
353Compound Planning, Inc.$558K1
354Perpetual Ltd$558K1
355EVERGREEN CAPITAL MANAGEMENT LLC$556K1
356CHOREO, LLC$552K1
357Dorato Capital Management$545K1
358PROFUND ADVISORS LLC$544K1
359Sylvest Advisors, LLC$543K1
360BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$542K1
361North Dakota State Investment Board$542K1
362MGO ONE SEVEN LLC$534K1
363AE Wealth Management LLC$528K1
364LongView Wealth Management$526K1
365Venture Visionary Partners LLC$521K1
366Bank Pictet & Cie (Europe) AG$520K1
367Lifeworks Advisors, LLC$520K1
368Benchmark Financial Wealth Advisors, LLC$519K1
369Brooklyn Investment Group$516K1
370HOWE & RUSLING INC$515K1
371SECURIAN ASSET MANAGEMENT, INC$506K1
372NerdWallet Wealth Partners, LLC$494K1
373Tower Research Capital LLC (TRC)$494K1
374Modera Wealth Management, LLC$490K1
375NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$481K1
376Ashton Thomas Private Wealth, LLC$481K1
377WINTON GROUP Ltd$479K1
378Pinnacle Financial Partners, Inc.$477K1
379Morningstar Investment Management LLC$473K1
380MCDONALD PARTNERS LLC$470K1
381Aquatic Capital Management LLC$463K1
382FULTON BANK, N.A.$461K1
383MATHER GROUP, LLC.$460K1
384Blue Trust, Inc.$460K1
385SUMMIT WEALTH GROUP LLC / CO$451K1
386WESTCO ADVISORY SERVICES INC /ADV$445K1
387U.S. Capital Wealth Advisors, LLC$442K1
388Wealthcare Advisory Partners LLC$442K1
389Gouws Capital LLC$440K1
390ABLE Financial Group, LLC$437K1
391FIDUCIARY FINANCIAL GROUP, LLC$432K1
392SPIREPOINT PRIVATE CLIENT, LLC$430K1
393Avidian Wealth Enterprises, LLC$428K1
394OpenArc Corporate Advisory, LLC$424K1
395Chicago Partners Investment Group LLC$417K1
396PRINCIPAL SECURITIES, INC.$417K1
397Quantessence Capital LLC$417K1
398EVOLVE PRIVATE WEALTH, LLC$405K1
399Stockman Wealth Management, Inc.$403K1
400BECKER CAPITAL MANAGEMENT INC$398K1
401Crestmont Private Wealth LLC$393K1
402FIDUCIARY TRUST CO$393K1
403Laurion Capital Management LP$391K1
404Dynamic Advisor Solutions LLC$390K1
405Caprock Group, LLC$390K1
406Kera Capital Partners, Inc.$386K1
407GROUPAMA ASSET MANAGMENT$382K1
408Rehmann Capital Advisory Group$381K1
409Cresset Asset Management, LLC$379K1
410Meiji Yasuda Asset Management Co Ltd.$378K1
411Focus Financial Network, Inc.$377K1
412Harrington Investments, INC$375K1
413Monument Capital Management$374K1
414F/m Investments LLC$372K1
415Clear Creek Financial Management, LLC$366K1
416Wedmont Private Capital$364K1
417Palumbo Wealth Management LLC$361K1
418Frec Markets, Inc.$360K1
419Choate Investment Advisors$355K1
420Petros Family Wealth, LLC$355K1
421Sowell Financial Services LLC$351K1
422LONDON CO OF VIRGINIA$344K1
423Dickmeyer Boyce Financial Management, Inc.$343K1
424ING GROEP NV$343K1
425Advyzon Investment Management, LLC$340K1
426BROWN, LISLE/CUMMINGS, INC.$336K1
427Composition Wealth, LLC$336K1
428Adams Wealth Management$335K1
429CacheTech Inc.$335K1
430SAX WEALTH ADVISORS, LLC$334K1
431Inscription Capital, LLC$332K1
432PINNACLE ASSOCIATES LTD$330K1
433PCM Encore, LLC$325K1
434CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$323K1
435Koshinski Asset Management, Inc.$320K1
436FIDUCIARY FAMILY OFFICE, LLC$319K1
437MARINER INVESTMENT GROUP LLC$318K1
438Leonteq Securities AG$314K1
439World Investment Advisors$314K1
440Glenview Trust Co$307K1
441Laird Norton Wetherby Trust Company, LLC$306K1
442Turtle Creek Wealth Advisors, LLC$304K1
443Clearstead Advisors, LLC$304K1
444Ifrah Financial Services, Inc.$302K1
445Signal Advisors Wealth, LLC$300K1
446MBL Wealth, LLC$300K1
447Allworth Financial LP$298K1
448Aegis Wealth Management LLC$296K1
449NORTHCAPE WEALTH MANAGEMENT, LLC$289K1
450Central Pacific Bank - Trust Division$289K1
451IMC-Chicago, LLC$288K1
452TEACHER RETIREMENT SYSTEM OF TEXAS$285K1
453Hidden Cove Wealth Management, LLC$284K1
454Cherry Creek Investment Advisors, Inc.$280K1
455Siemens Fonds Invest GmbH$276K1
456NorthCrest Asset Manangement, LLC$274K1
457FIRST NATIONAL TRUST CO$270K1
458LexAurum Advisors, LLC$267K1
459Premier Path Wealth Partners, LLC$266K1
460Roundview Capital LLC$265K1
461Parcion Private Wealth LLC$256K1
462Checchi Capital Advisers, LLC$255K1
463Aldebaran Financial Inc.$255K1
464AlphaCore Capital LLC$254K1
465PATTON FUND MANAGEMENT, INC.$253K1
466MOODY NATIONAL BANK TRUST DIVISION$252K1
467ADVOCATE GROUP LLC$252K1
468LAKE STREET PRIVATE WEALTH, LLC$250K1
469Phillips Wealth Planners LLC$249K1
470HUB Investment Partners, LLC$248K1
471Meeder Advisory Services, Inc.$247K1
472SAGESPRING WEALTH PARTNERS, LLC$244K1
473Capital Investment Advisory Services, LLC$243K1
474Callan Family Office, LLC$233K1
475MCCARTER PRIVATE WEALTH SERVICES LLC$230K1
476QTR Family Wealth, LLC$228K1
477Farringdon Capital, Ltd.$227K1
478Smartleaf Asset Management LLC$227K1
479Southland Equity Partners LLC$226K1
480RWC Asset Management LLP$223K1
481Shulman DeMeo Asset Management LLC$222K1
482Beacon Pointe Advisors, LLC$221K1
483CHILDRESS CAPITAL ADVISORS, LLC$221K1
484Krilogy Financial LLC$221K1
485Pure Financial Advisors, LLC$218K1
486EXCHANGE TRADED CONCEPTS, LLC$216K1
487Henrickson Nauta Wealth Advisors, Inc.$214K1
488Safeguard Investment Advisory Group, LLC$212K1
489Provenance Wealth Advisors, LLC$212K1
490Sivia Capital Partners, LLC$208K1
491WASHBURN CAPITAL MANAGEMENT, INC.$207K1
492Frank, Rimerman Advisors LLC$206K1
493180 WEALTH ADVISORS, LLC$205K1
494SIGNATUREFD, LLC$204K1
495MISSION WEALTH MANAGEMENT, LP$204K1
496Greenfield Savings Bank$204K1
497Oak Asset Management, LLC$201K1
498DAYMARK WEALTH PARTNERS, LLC$201K1
499Caitlin John, LLC$183K1
500Ameritas Investment Partners, Inc.$173K1
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)5 buy / 3 sell
Congress net ($ bound)−$125K to $23.0K
Filers net (actions)not in build
Filers net ($ 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 PKG

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for PKG · financials and macro

Financials — as filed PLANNED

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