Public record / Tickers / PNR

PNR — PENTAIR plc

Both disclosure regimes on one name: who in Congress filed about PNR, 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
12
all PTR rows naming PNR
Members · 12m
2
1 buys · 1 sells · by trade date
Latest PTR
12-05
filed 2025-12-05
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

Markwayne Mullin · $15.0K–$50.0K

Purchase · traded 2025-11-10 → filed 2025-12-05. Ranked over every PNR row by the provable lower bound, never a point estimate.

2 members · 1 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.

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

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 PNR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PNR
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-12-05Markwayne Mullin R–OKPurchase · JT (jointly owned)Traded 11-10 +25d$15K–$50K
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
2025-05-14Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 04-07 +37d$1K–$15K
2021-09-23Thomas R. Suozzi D–NY-3SaleTraded 2017-09-05 LATE·1479d$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 12 ↗

Members active in PNR

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing PNR 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.
Markwayne Mullin R–OK1$15.0K to $50.0K
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

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

Congress ↔ notable managers · PNR

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 Gotham Asset Management $15.0M held

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

Merged timeline of congressional filings and notable-manager moves on PNR
DateWhoChangeSize
2026-05-15Tudor Investment Corp 13Fadd+214,328 sh
2026-05-15Bridgewater Associates 13Fadd+32,993 sh
2026-05-15Gotham Asset Management 13Ftrim−319,875 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

Top institutional holders of PNR for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.3B1
2VANGUARD CAPITAL MANAGEMENT LLC$925M1
3STATE STREET CORP$763M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$664M1
5FMR LLC$521M1
6GEODE CAPITAL MANAGEMENT, LLC$384M1
7Amundi$369M1
8Invesco Ltd.$352M1
9Pictet Asset Management Holding SA$340M1
10NORDEA INVESTMENT MANAGEMENT AB$336M1
11UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$238M1
12MASSACHUSETTS FINANCIAL SERVICES CO /MA/$235M1
13MORGAN STANLEY$198M1
14DIMENSIONAL FUND ADVISORS LP$196M1
15NORTHERN TRUST CORP$178M1
16ProShare Advisors LLC$138M1
17DEUTSCHE BANK AG\$134M1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$129M1
19BALYASNY ASSET MANAGEMENT L.P.$114M1
20HSBC HOLDINGS PLC$111M1
21MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$110M1
22UBS Group AG$107M1
23FIRST TRUST ADVISORS LP$106M1
24ALLIANCEBERNSTEIN L.P.$105M1
25Legal & General Group Plc$97.4M1
26NOMURA ASSET MANAGEMENT CO LTD$94.4M1
27VANGUARD FIDUCIARY TRUST CO$80.2M1
28Bank of New York Mellon Corp$79.9M1
29Gates Capital Management, Inc.$78.6M1
30Woodline Partners LP$67.5M1
31BANK OF AMERICA CORP /DE/$53.4M1
32PANAGORA ASSET MANAGEMENT INC$52.6M1
33Allianz Asset Management GmbH$52.3M1
34D. E. Shaw & Co., Inc.$52.0M1
35Nuveen, LLC$49.4M1
36Clean Energy Transition LLP$49.3M1
37MILLENNIUM MANAGEMENT LLC$48.4M1
38PARNASSUS INVESTMENTS, LLC$47.7M1
39AQR CAPITAL MANAGEMENT LLC$47.0M1
40BNP Paribas Asset Management Holding S.A.$45.3M1
41CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$43.8M1
42Vest Financial, LLC$42.1M1
43Swiss National Bank$41.8M1
44NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$39.7M1
45CITADEL ADVISORS LLC$38.4M1
46Man Group plc$37.3M1
47Mitsubishi UFJ Asset Management Co., Ltd.$35.4M1
48Schonfeld Strategic Advisors LLC$34.8M1
49Eurizon Capital SGR S.p.A.$34.5M1
50Vanguard Global Advisers, LLC$31.1M1
51RENAISSANCE TECHNOLOGIES LLC$28.7M1
52Assenagon Asset Management S.A.$26.6M1
53Robeco Schweiz AG$25.5M1
54AVIVA PLC$25.4M1
55VANGUARD ASSET MANAGEMENT, Ltd$25.4M1
56WELLS FARGO & COMPANY/MN$25.0M1
57ROYAL BANK OF CANADA$24.5M1
58EVENTIDE ASSET MANAGEMENT, LLC$22.5M1
59Vontobel Holding Ltd.$22.4M1
60STOREBRAND ASSET MANAGEMENT AS$22.4M1
61Zurcher Kantonalbank (Zurich Cantonalbank)$21.4M1
62CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$21.1M1
63Zuckerman Investment Group, LLC$20.6M1
64TUDOR INVESTMENT CORP ET AL$20.3M1
65SCOPUS ASSET MANAGEMENT, L.P.$20.1M1
66Aberdeen Group plc$20.0M1
67BROWN ADVISORY INC$19.7M1
68Swedbank AB$19.5M1
69DUFF & PHELPS INVESTMENT MANAGEMENT CO$19.1M1
70FIL Ltd$18.7M1
71CITIGROUP INC$18.7M1
72Universal- Beteiligungs- und Servicegesellschaft mbH$18.6M1
73PRINCIPAL FINANCIAL GROUP INC$18.2M1
74CIBC Bancorp USA Inc.$18.0M1
75Zimmer Partners, LP$17.4M1
76VOLORIDGE INVESTMENT MANAGEMENT, LLC$16.8M1
77RAYMOND JAMES FINANCIAL INC$16.2M1
78DANSKE BANK A/S$15.6M1
79Gotham Asset Management, LLC$15.0M1
80Calamos Advisors LLC$14.6M1
81ENVESTNET ASSET MANAGEMENT INC$13.8M1
82WORLDQUANT MILLENNIUM ADVISORS LLC$13.4M1
83STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$13.4M1
84Perpetual Ltd$13.0M1
85Lighthouse Investment Partners, LLC$13.0M1
86US BANCORP \DE\$12.1M1
87BANK OF MONTREAL /CAN/$11.2M1
88Sienna Gestion$10.9M1
89ING GROEP NV$10.7M1
90GATEWAY INVESTMENT ADVISERS LLC$10.7M1
91STIFEL FINANCIAL CORP$10.1M1
92Vident Advisory, LLC$10.0M1
93Alyeska Investment Group, L.P.$9.9M1
94Andra AP-fonden$9.7M1
95SCHRODER INVESTMENT MANAGEMENT GROUP$9.6M1
96ADAGE CAPITAL PARTNERS GP, L.L.C.$9.2M1
97Bank Julius Baer & Co. Ltd, Zurich$9.0M1
98ROYAL LONDON ASSET MANAGEMENT LTD$9.0M1
99Cresset Asset Management, LLC$8.3M1
100LPL Financial LLC$8.2M1
101Quantinno Capital Management LP$8.1M1
102STATE OF WISCONSIN INVESTMENT BOARD$7.6M1
103Squarepoint Ops LLC$7.5M1
104Waverly Advisors, LLC$7.4M1
105Y-Intercept (Hong Kong) Ltd$7.3M1
106SEB Asset Management AB$7.1M1
107MANUFACTURERS LIFE INSURANCE COMPANY, THE$7.1M1
108Vanguard Investments Australia, Ltd.$7.1M1
109Chevy Chase Trust Holdings, LLC$7.0M1
110NEW YORK STATE COMMON RETIREMENT FUND$7.0M1
111Verition Fund Management LLC$6.8M1
112VOYA INVESTMENT MANAGEMENT LLC$6.7M1
113Asset Management One Co., Ltd.$6.6M1
114FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$6.6M1
115Tredje AP-fonden$6.6M1
116LBP AM SA$6.5M1
117FRANKLIN RESOURCES INC$6.3M1
118APG Asset Management N.V.$6.3M1
119Focus Financial Network, Inc.$6.3M1
120Robeco Institutional Asset Management B.V.$6.3M1
121TEACHER RETIREMENT SYSTEM OF TEXAS$6.3M1
122Numerai GP LLC$6.1M1
123Korea Investment CORP$6.1M1
124FORA Capital, LLC$5.9M1
125SEI INVESTMENTS CO$5.9M1
126BFSG, LLC$5.8M1
127ExodusPoint Capital Management, LP$5.7M1
128DnB Asset Management AS$5.7M1
129TD ASSET MANAGEMENT INC$5.6M1
130KLP KAPITALFORVALTNING AS$5.4M1
131PRUDENTIAL PLC$5.3M1
132TWINBEECH CAPITAL LP$5.2M1
133Creative Planning$5.2M1
134FEDERATED HERMES, INC.$5.1M1
135IFM Investors Pty Ltd$5.1M1
136MAIRS & POWER INC$5.0M1
137MCDONALD PARTNERS LLC$5.0M1
138GLENMEDE TRUST CO NA$4.7M1
139CREDIT AGRICOLE S A$4.7M1
140Baird Financial Group, Inc.$4.5M1
141Lansforsakringar Fondforvaltning AB (publ)$4.4M1
142Ethic Inc.$4.4M1
143Walleye Capital LLC$4.4M1
144Longaeva Partners L.P.$4.4M1
145Dakota Wealth Management$4.3M1
146State of New Jersey Common Pension Fund D$4.3M1
147Qsemble Capital Management, LP$4.3M1
148Mirae Asset Global Investments Co., Ltd.$4.2M1
149OPPENHEIMER & CO INC$4.0M1
150Lifeworks Advisors, LLC$4.0M1
151Czech National Bank$3.9M1
152Arizona State Retirement System$3.9M1
153Bridgewater Associates, LP$3.9M1
154WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.8M1
155WINTON GROUP Ltd$3.8M1
156Resona Asset Management Co.,Ltd.$3.8M1
157STATE OF MICHIGAN RETIREMENT SYSTEM$3.7M1
158HighTower Advisors, LLC$3.7M1
159Aquatic Capital Management LLC$3.7M1
160Daiwa Securities Group Inc.$3.6M1
161Grantham, Mayo, Van Otterloo & Co. LLC$3.5M1
162Cerity Partners LLC$3.5M1
163Mariner, LLC$3.5M1
164CenterBook Partners LP$3.5M1
165Tidal Investments LLC$3.4M1
166Kintegral Advisory, LLC$3.4M1
167Avanza Fonder AB$3.4M1
168MetLife Investment Management, LLC$3.3M1
169Vivaldi Capital Management LP$3.3M1
170COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.3M1
171Holocene Advisors, LP$3.3M1
172Retirement Systems of Alabama$3.0M1
173CIBC Asset Management Inc$3.0M1
174Intesa Sanpaolo S.p.A.$3.0M1
175Cetera Investment Advisers$3.0M1
176Advisors Asset Management, Inc.$2.9M1
177Compass Wealth Management LLC$2.8M1
178M&T BANK CORP$2.8M1
179Uncommon Cents Investing LLC$2.7M1
180MACKENZIE FINANCIAL CORP$2.7M1
181MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$2.7M1
182OMERS ADMINISTRATION Corp$2.6M1
183XPONANCE LLC$2.6M1
184O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.5M1
185Qube Research & Technologies Ltd$2.5M1
186COMMONWEALTH EQUITY SERVICES, LLC$2.4M1
187Charter Oak Advisors LP$2.4M1
188AZZAD ASSET MANAGEMENT INC /ADV$2.4M1
189Utah Retirement Systems$2.3M1
190EXCHANGE TRADED CONCEPTS, LLC$2.3M1
191PUBLIC SECTOR PENSION INVESTMENT BOARD$2.3M1
192CANADA PENSION PLAN INVESTMENT BOARD$2.2M1
193TRUIST FINANCIAL CORP$2.1M1
194Vanguard Personalized Indexing Management, LLC$2.1M1
195Pathstone Holdings, LLC$2.1M1
196Elo Mutual Pension Insurance Co$2.1M1
197Federation des caisses Desjardins du Quebec$2.1M1
198Meiji Yasuda Asset Management Co Ltd.$2.0M1
199CAISSE DES DEPOTS ET CONSIGNATIONS$2.0M1
200FIRST CITIZENS BANK & TRUST CO$2.0M1
201NEOS Investment Management LLC$2.0M1
202CFS Investment Advisory Services, LLC$2.0M1
203Envestnet Portfolio Solutions, Inc.$2.0M1
204BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.0M1
205Havemeyer Place LP$1.9M1
206Engineers Gate Manager LP$1.9M1
207Janus Henderson Group Ltd.$1.9M1
208HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.8M1
209ASR Vermogensbeheer N.V.$1.8M1
210OSAIC HOLDINGS, INC.$1.8M1
211Sumitomo Mitsui DS Asset Management Company, Ltd$1.8M1
212D.A. DAVIDSON & CO.$1.8M1
213Hudson Bay Capital Management LP$1.7M1
214Gator Capital Management, LLC$1.7M1
215SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.7M1
216INCEPTIONR LLC$1.7M1
217Summit Trail Advisors, LLC$1.7M1
218Vinva Investment Management Ltd$1.7M1
219OUTFITTERS FINANCIAL LLC$1.7M1
220AXQ CAPITAL, LP$1.6M1
221OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.6M1
222Lido Advisors, LLC$1.6M1
223Bridgefront Capital, LLC$1.6M1
224DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$1.6M1
225Generali Asset Management SPA SGR$1.5M1
226Atria Investments, Inc$1.5M1
227MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.5M1
228Zurich Insurance Group Ltd/FI$1.5M1
229ABN AMRO INVESTMENT SOLUTIONS$1.5M1
230PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.5M1
231Oak Thistle LLC$1.5M1
232CWM, LLC$1.4M1
233GUGGENHEIM CAPITAL LLC$1.3M1
234Voleon Capital Management LP$1.3M1
235Metis Global Partners, LLC$1.3M1
236Laird Norton Wetherby Trust Company, LLC$1.3M1
237MERCER GLOBAL ADVISORS INC /ADV$1.2M1
238Composition Wealth, LLC$1.2M1
239Arjuna Capital$1.2M1
240Ensign Peak Advisors, Inc$1.2M1
241NewEdge Advisors, LLC$1.1M1
242Palisade Asset Management, LLC$1.1M1
243Corient Private Wealth LLC$1.1M1
244BAILARD, INC.$1.1M1
245WELLINGTON MANAGEMENT GROUP LLP$1.1M1
246ClearAlpha Technologies LP$1.1M1
247NOMURA HOLDINGS INC$1.1M1
248IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.0M1
249Investment Management Corp of Ontario$1.0M1
250Abundance Wealth Counselors$999K1
251&PARTNERS$991K1
252Moors & Cabot, Inc.$958K1
253Barnes Dennig Private Wealth Management LLC$951K1
254MEYER HANDELMAN CO$938K1
255Focus Partners Wealth$932K1
256Rafferty Asset Management, LLC$928K1
257Baader Bank Aktiengesellschaft$926K1
258Encompass More Asset Management$922K1
259Dai-ichi Life Insurance Company, Ltd$911K1
260OSSIAM$902K1
261National Pension Service$891K1
262IMC-Chicago, LLC$890K1
263Norinchukin Bank, The$883K1
264EDENTREE ASSET MANAGEMENT Ltd$863K1
265MIZUHO SECURITIES USA LLC$862K1
266Centiva Capital, LP$861K1
267Rockefeller Capital Management L.P.$836K1
268Machina Capital S.A.S.$836K1
269Addison Capital Co$819K1
270United Asset Strategies, Inc.$815K1
271United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$810K1
272INTECH INVESTMENT MANAGEMENT LLC$805K1
273Cornerstone Wealth Management, LLC$747K1
274Magnetar Financial LLC$741K1
275PINNACLE ASSOCIATES LTD$736K1
276QRG CAPITAL MANAGEMENT, INC.$734K1
277Sanctuary Advisors, LLC$717K1
278Maryland State Retirement & Pension System$710K1
279AMERICAN NATIONAL BANK & TRUST$710K1
280TOKIO MARINE ASSET MANAGEMENT CO LTD$697K1
281GROUP ONE TRADING LLC$691K1
282Sigma Planning Corp$685K1
283Private Advisor Group, LLC$679K1
284Perigon Wealth Management, LLC$655K1
285Avior Wealth Management, LLC$650K1
286CONTRAVISORY INVESTMENT MANAGEMENT, INC.$647K1
287Allspring Global Investments Holdings, LLC$634K1
288BOOTHBAY FUND MANAGEMENT, LLC$622K1
289Crossmark Global Holdings, Inc.$617K1
290Gibbs Wealth Management$613K1
291MOODY NATIONAL BANK TRUST DIVISION$610K1
292Sequoia Financial Advisors, LLC$609K1
293Inspire Advisors, LLC$600K1
294MUFG Securities EMEA plc$586K1
295Polymer Capital Management (US) LLC$582K1
296Frank, Rimerman Advisors LLC$577K1
297Empowered Funds, LLC$567K1
298EP Wealth Advisors, LLC$566K1
299QUADRANT CAPITAL GROUP LLC$565K1
300AMERICAN CENTURY COMPANIES INC$564K1
301Impact Investors, Inc$558K1
302Jain Global LLC$553K1
303MIRABELLA FINANCIAL SERVICES LLP$547K1
304Independent Advisor Alliance$544K1
305GROUPAMA ASSET MANAGMENT$542K1
306FIRST MANHATTAN CO. LLC.$538K1
307Saudi Central Bank$526K1
308RBF Capital, LLC$523K1
309Kestra Advisory Services, LLC$516K1
310Compound Planning, Inc.$513K1
311WBI INVESTMENTS, LLC$513K1
312BENJAMIN EDWARDS INC$499K1
313Merit Financial Group, LLC$496K1
314Global X Japan Co., Ltd.$489K1
315Revisor Wealth Management LLC$481K1
316Wealthfront Advisers LLC$476K1
317MACQUARIE GROUP LTD$469K1
318JANE STREET GROUP, LLC$465K1
319NORDEN GROUP LLC$456K1
320Concurrent Investment Advisors, LLC$454K1
321Blueshift Asset Management, LLC$446K1
322UMB Bank, n.a.$439K1
323DAVIS R M INC$436K1
324Annex Advisory Services, LLC$428K1
325Savant Capital, LLC$419K1
326North Dakota State Investment Board$417K1
327Steadtrust LLC$412K1
328MML INVESTORS SERVICES, LLC$410K1
329Phoenix Financial Ltd.$408K1
330Generali Investments CEE, investicni spolecnost, a.s.$395K1
331MUFG SECURITIES AMERICAS INC.$394K1
332Banque Cantonale Vaudoise$393K1
333COLDSTREAM CAPITAL MANAGEMENT INC$391K1
334Walleye Trading LLC$388K1
335HB Wealth Management, LLC$383K1
336STEPHENS INC /AR/$381K1
337SECURIAN ASSET MANAGEMENT, INC$379K1
338Wedmont Private Capital$378K1
339STEPH & CO$377K1
340Round Rock Advisors LLC$375K1
341COMMERCE BANK$368K1
342Whitcomb & Hess, Inc.$365K1
343OXFORD FINANCIAL GROUP, LTD. LLC$361K1
344Marble Harbor Investment Counsel, LLC$355K1
345Meeder Advisory Services, Inc.$352K1
346BSW Wealth Partners$338K1
347Calamos Wealth Management LLC$337K1
348J. Safra Sarasin Holding AG$332K1
349Brooklyn Investment Group$331K1
350BURNEY CO/$326K1
351Kingsview Wealth Management, LLC$325K1
352Buska Wealth Management, LLC$323K1
353Orion Porfolio Solutions, LLC$311K1
354UNITED CAPITAL FINANCIAL ADVISORS, LLC$309K1
355LECAP ASSET MANAGEMENT LTD$305K1
356FIFTH THIRD BANCORP$305K1
357Board of the Pension Protection Fund$305K1
358WORLD EQUITY GROUP, INC.$300K1
359Alan B Lancz & Associates, Inc.$300K1
360PFG Investments, LLC$298K1
361NATIONAL BANK OF CANADA /FI/$284K1
362MERIDIAN INVESTMENT COUNSEL INC.$282K1
363AlTi Global, Inc.$280K1
364Capula Management Ltd$279K1
365Skandinaviska Enskilda Banken AB (publ)$276K1
366nVerses Capital, LLC$271K1
367BTG Pactual Asset Management US LLC$271K1
368DAVENPORT & Co LLC$268K1
369FIDELIS CAPITAL PARTNERS, LLC$267K1
370OneAscent Investment Solutions LLC$260K1
371Pflug Koory, LLC$259K1
372ASSETMARK, INC$258K1
373Scientech Research LLC$256K1
374Seed Wealth Management, Inc.$255K1
375First Affirmative Financial Network$252K1
376Sound Financial Strategies Group, LLC$251K1
377Vise Technologies, Inc.$249K1
378Inspire Investing, LLC$246K1
379LVW Advisors, LLC$244K1
380GEN Financial Management, INC.$238K1
381ZACKS INVESTMENT MANAGEMENT$237K1
382Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$229K1
383Outlook Wealth Advisors, LLC$229K1
384Apollon Wealth Management, LLC$225K1
385Evercore Wealth Management, LLC$224K1
386Investment Research Partners LLC$221K1
387Guardian Wealth Advisors, LLC$221K1
388DIVERSIFY WEALTH MANAGEMENT, LLC$220K1
389Portside Wealth Group, LLC$219K1
390PATTON FUND MANAGEMENT, INC.$211K1
391Harvest Investment Services, LLC$208K1
392Checchi Capital Advisers, LLC$207K1
393B. Riley Wealth Advisors, Inc.$207K1
394Harbour Capital Advisors, LLC$206K1
395Ballentine Partners, LLC$205K1
396Affiance Financial, LLC$205K1
397Patriot Financial Group Insurance Agency, LLC$203K1
398Aptus Capital Advisors, LLC$202K1
399BLAIR WILLIAM & CO/IL$202K1
400MATHER GROUP, LLC.$200K1
401Groupe la Francaise$198K1
402Smartleaf Asset Management LLC$198K1
403Siemens Fonds Invest GmbH$198K1
404State of Wyoming$184K1
405SBI Okasan Asset Management Co.Ltd.$168K1
406Tower Research Capital LLC (TRC)$160K1
407MAI Capital Management$134K1
408Intesa Sanpaolo Wealth Management$134K1
409WESTPAC BANKING CORP$133K1
410DekaBank Deutsche Girozentrale$130K1
411Altshuler Shaham Ltd$123K1
412Allworth Financial LP$120K1
413SIGNATUREFD, LLC$120K1
414Larson Financial Group LLC$109K1
415Westfuller Advisors, LLC$90.2K1
416Quaker Wealth Management, LLC$88.0K1
417Wilmington Savings Fund Society, FSB$87.1K1
418Missouri Trust & Investment Co$57.5K1
419CENTRAL TRUST Co$57.4K1
420USA FINANCIAL FORMULAS$57.3K1
421Quarry LP$51.9K1
422Steward Partners Investment Advisory, LLC$49.0K1
423TD Capital Management LLC$46.5K1
424Bayforest Capital Ltd$45.8K1
425Medallion Wealth Advisors, LLC$45.6K1
426EFG International AG$45.0K1
427TD Waterhouse Canada Inc.$42.4K1
428Key FInancial Inc$40.3K1
429Cromwell Holdings LLC$36.8K1
430KBC Group NV$33.6K1
431Parkside Financial Bank & Trust$31.4K1
432Treasurer of the State of North Carolina$31.3K1
433Pinnacle Wealth Planning Services, Inc.$30.8K1
434DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC$30.7K1
435Clarity Asset Management, Inc.$29.8K1
436New England Capital Financial Advisors LLC$28.1K1
437Owl Creek Wealth Partners LLC$23.7K1
438Clearstead Advisors, LLC$21.4K1
439GHP Investment Advisors, Inc.$18.8K1
440CVA Family Office, LLC$18.2K1
441Annis Gardner Whiting Capital Advisors, LLC$18.0K1
442Hickory Point Bank & Trust$17.9K1
443JFS WEALTH ADVISORS, LLC$17.5K1
444TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$17.4K1
445SITTNER & NELSON, LLC$17.1K1
446SHP Wealth Management$16.6K1
447NEW YORK STATE TEACHERS RETIREMENT SYSTEM$14.1K1
448Abound Wealth Management$13.2K1
449Atlantic Union Bankshares Corp$13.1K1
450HHM Wealth Advisors, LLC$13.1K1
451Blue Trust, Inc.$12.9K1
452Cherry Tree Wealth Management, LLC$11.9K1
453Transamerica Financial Advisors, LLC$10.7K1
454HM PAYSON & CO$10.4K1
455Bell Investment Advisors, Inc$9.9K1
456Acumen Wealth Advisors, LLC$9.8K1
457FARMERS & MERCHANTS INVESTMENTS INC$9.2K1
458Arax Advisory Partners$9.1K1
459Bravera Wealth$8.7K1
460ELEVATION WEALTH PARTNERS, LLC$8.6K1
461BLUELINE ADVISORS LLC$8.3K1
462MEEDER ASSET MANAGEMENT INC$8.0K1
463Manchester Capital Management LLC$7.2K1
464Prestige Wealth Management Group LLC$7.2K1
465Sachetta, LLC$7.1K1
466JPL Wealth Management, LLC$6.9K1
467CANADA LIFE ASSURANCE Co$6.9K1
468MCF Advisors LLC$6.3K1
469Private Wealth Management Group, LLC$5.7K1
470Frazier Financial Advisors, LLC$5.6K1
471Mn Services Vermogensbeheer B.V.$5.4K1
472E Fund Management (Hong Kong) Co., Ltd.$5.4K1
473Asset Dedication, LLC$4.7K1
474Financial Network Wealth Advisors LLC$4.0K1
475Marquette Asset Management, LLC$4.0K1
476Truvestments Capital LLC$3.9K1
477DT Investment Partners, LLC$3.8K1
478THRIVENT FINANCIAL FOR LUTHERANS$3.8K1
479First Pacific Financial$3.7K1
480SJS Investment Consulting Inc.$3.7K1
481Vermillion Wealth Management, Inc.$3.6K1
482MV CAPITAL MANAGEMENT, INC.$3.4K1
483Moisand Fitzgerald Tamayo, LLC$3.4K1
484BROWN, LISLE/CUMMINGS, INC.$3.3K1
485True Wealth Design, LLC$3.1K1
486Financial Perspectives, Inc$3.1K1
487Cassaday & Co Wealth Management LLC$3.0K1
488VAN ECK ASSOCIATES CORP$2.6K1
489Mowery & Schoenfeld Wealth Management, LLC$2.5K1
490Dogwood Wealth Management LLC$2.4K1
491SUMMIT SECURITIES GROUP LLC$2.4K1
492Raleigh Capital Management Inc.$2.1K1
493PFS Partners, LLC$2.0K1
494Grove Bank & Trust$2.0K1
495Addison Advisors LLC$1.8K1
496Spire Wealth Management$1.8K1
497ARMSTRONG ADVISORY GROUP, INC$1.7K1
498VALLEY NATIONAL ADVISERS INC$1.6K1
499Kilter Group LLC$1.6K1
500Clark Wealth Partners$1.6K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 1 sell
Congress net ($ bound)$0 to $49.0K
Filers net (actions)not in build
Filers net ($ 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 PNR

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for PNR · financials and macro

Financials — as filed PLANNED

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