Public record / Tickers / PNW

PNW — PINNACLE WEST CAPITAL CORP

Both disclosure regimes on one name: who in Congress filed about PNW, 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
3
all PTR rows naming PNW
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
04-27
filed 2020-04-27
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

Donna E. Shalala · $1.0K–$15.0K

Sale · traded 2019-06-24 → filed 2020-04-27. Ranked over every PNW row by the provable lower bound, never a point estimate.

No member disclosed PNW 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.

3 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

No dated PNW rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING PNW · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PNW
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2020-04-27Donna E. Shalala D–FL-27SaleTraded 2019-06-24 LATE·308d$1K–$15K
2020-04-27Donna E. Shalala D–FL-27PurchaseTraded 2019-04-03 LATE·390d$1K–$15K
2020-04-27Donna E. Shalala D–FL-27PurchaseTraded 2019-03-19 LATE·405d$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 3 ↗

Members active in PNW

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

No member disclosed PNW in the trailing 12 months.

Congress ↔ notable managers · PNW

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

Adding
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · PINNACLE WEST CAP CORP

Merged timeline of congressional filings and notable-manager moves on PNW
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Ftrim−4,963 sh
2026-05-15Bridgewater Associates 13Ftrim−9,219 sh
2026-05-14Caxton Associates 13Ftrim−4,201 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 PNW for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1Capital Research Global Investors$1.7B1
2BlackRock, Inc.$1.2B1
3VANGUARD CAPITAL MANAGEMENT LLC$786M1
4BARROW HANLEY MEWHINNEY & STRAUSS LLC$705M1
5STATE STREET CORP$696M1
6VANGUARD PORTFOLIO MANAGEMENT LLC$603M1
7ATLAS Infrastructure Partners (UK) Ltd.$511M1
8Invesco Ltd.$428M1
9Soroban Capital Partners LP$388M1
10MASSACHUSETTS FINANCIAL SERVICES CO /MA/$287M1
11TWO SIGMA INVESTMENTS, LP$220M1
12MORGAN STANLEY$208M1
13Pictet Asset Management Holding SA$143M1
14DIMENSIONAL FUND ADVISORS LP$136M1
15Squarepoint Ops LLC$124M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$116M1
17FRANKLIN RESOURCES INC$108M1
18Assenagon Asset Management S.A.$100M1
19Nuveen, LLC$99.1M1
20FIRST TRUST ADVISORS LP$99.0M1
21UBS Group AG$97.3M1
22NORTHERN TRUST CORP$96.2M1
23Empower Advisory Group, LLC$89.4M1
24BANK OF AMERICA CORP /DE/$85.4M1
25BALYASNY ASSET MANAGEMENT L.P.$81.5M1
26BARCLAYS PLC$75.0M1
27WELLINGTON MANAGEMENT GROUP LLP$72.9M1
28VANGUARD FIDUCIARY TRUST CO$67.9M1
29HSBC HOLDINGS PLC$65.6M1
30DUFF & PHELPS INVESTMENT MANAGEMENT CO$63.0M1
31Perpetual Ltd$59.3M1
32RENAISSANCE TECHNOLOGIES LLC$58.0M1
33Legal & General Group Plc$55.8M1
34Zimmer Partners, LP$50.4M1
35Gotham Asset Management, LLC$50.3M1
36Epoch Investment Partners, Inc.$50.2M1
37Newport Trust Company, LLC$46.3M1
38MILLENNIUM MANAGEMENT LLC$44.1M1
39AQR CAPITAL MANAGEMENT LLC$42.3M1
40DEUTSCHE BANK AG\$40.0M1
41Quantinno Capital Management LP$39.8M1
42ADAGE CAPITAL PARTNERS GP, L.L.C.$34.9M1
43VICTORY CAPITAL MANAGEMENT INC$34.7M1
44Yaupon Capital Management LP$30.7M1
45BANK OF MONTREAL /CAN/$28.6M1
46UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$28.3M1
47CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$27.7M1
48Vanguard Global Advisers, LLC$25.2M1
49MANUFACTURERS LIFE INSURANCE COMPANY, THE$24.5M1
50Swiss National Bank$23.9M1
51VOLORIDGE INVESTMENT MANAGEMENT, LLC$22.9M1
52JENNISON ASSOCIATES LLC$22.8M1
53ROYAL BANK OF CANADA$22.7M1
54COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$21.3M1
55ENVESTNET ASSET MANAGEMENT INC$20.2M1
56Midwest Trust Co$19.8M1
57AE Wealth Management LLC$19.1M1
58Susquehanna Portfolio Strategies, LLC$19.0M1
59SEI INVESTMENTS CO$17.9M1
60WELLS FARGO & COMPANY/MN$17.6M1
61STIFEL FINANCIAL CORP$16.8M1
62Bridgewater Associates, LP$16.6M1
63Creative Planning$16.5M1
64FEDERATED HERMES, INC.$16.4M1
65CITIGROUP INC$16.0M1
66SKBA CAPITAL MANAGEMENT LLC$16.0M1
67STATE OF WISCONSIN INVESTMENT BOARD$15.6M1
68Amundi$15.6M1
69Aventail Capital Group, LP$15.4M1
70Engineers Gate Manager LP$15.4M1
71AMERICAN CENTURY COMPANIES INC$14.9M1
72Mitsubishi UFJ Asset Management Co., Ltd.$13.9M1
73PRINCIPAL FINANCIAL GROUP INC$13.4M1
74Harvest Portfolios Group Inc.$12.4M1
75RAYMOND JAMES FINANCIAL INC$12.4M1
76Ceredex Value Advisors LLC$11.9M1
77JANE STREET GROUP, LLC$11.8M1
78Allspring Global Investments Holdings, LLC$11.8M1
79ALLIANCEBERNSTEIN L.P.$11.7M1
80Magellan Asset Management Ltd$11.6M1
81Connor, Clark & Lunn Investment Management Ltd.$10.8M1
82Point72 Asset Management, L.P.$10.3M1
83Cerity Partners LLC$10.2M1
84Zurcher Kantonalbank (Zurich Cantonalbank)$10.2M1
85BANK OF NOVA SCOTIA$10.0M1
86Channing Capital Management, LLC$9.7M1
87VANGUARD ASSET MANAGEMENT, Ltd$9.2M1
88Vanguard Investments Australia, Ltd.$9.1M1
89Man Group plc$8.7M1
90MACQUARIE GROUP LTD$8.4M1
91American Assets Investment Management, LLC$8.4M1
92CAPITOLIS LIQUID GLOBAL MARKETS LLC$8.3M1
93FMR LLC$8.1M1
94Corient Private Wealth LLC$8.0M1
95TD ASSET MANAGEMENT INC$7.7M1
96Schonfeld Strategic Advisors LLC$7.7M1
97HighTower Advisors, LLC$7.6M1
98STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$7.3M1
99Edgestream Partners, L.P.$7.3M1
100GUGGENHEIM CAPITAL LLC$7.3M1
101WORLDQUANT MILLENNIUM ADVISORS LLC$7.3M1
102MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$7.0M1
103LPL Financial LLC$7.0M1
104Graham Capital Management, L.P.$6.7M1
105BEACON INVESTMENT ADVISORY SERVICES, INC.$6.6M1
106FIFTH THIRD BANCORP$6.2M1
107Brevan Howard Capital Management LP$6.2M1
108Chevy Chase Trust Holdings, LLC$6.0M1
109PRUDENTIAL FINANCIAL INC$5.8M1
110Capital Investment Advisors, LLC$5.8M1
111ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$5.7M1
112Federation des caisses Desjardins du Quebec$5.5M1
113Janus Henderson Group Ltd.$5.4M1
114FIL Ltd$5.0M1
115Baker Ellis Asset Management LLC$5.0M1
116NATIONAL BANK OF CANADA /FI/$5.0M1
117SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.0M1
118CITADEL ADVISORS LLC$4.8M1
119Cetera Investment Advisers$4.7M1
120Resolution Capital Ltd$4.6M1
121COMMONWEALTH EQUITY SERVICES, LLC$4.5M1
122Focus Partners Wealth$4.3M1
123CWA Asset Management Group, LLC$4.3M1
124Sagefield Capital LP$4.2M1
125CIBC Bancorp USA Inc.$3.8M1
126BFSG, LLC$3.7M1
127Oak Thistle LLC$3.7M1
128State of New Jersey Common Pension Fund D$3.7M1
129TORONTO DOMINION BANK$3.6M1
130CAMBIAR INVESTORS LLC$3.6M1
131Baird Financial Group, Inc.$3.6M1
132LAZARD ASSET MANAGEMENT LLC$3.5M1
133CANADA PENSION PLAN INVESTMENT BOARD$3.5M1
134PUBLIC SECTOR PENSION INVESTMENT BOARD$3.4M1
135Hennion & Walsh Asset Management, Inc.$3.4M1
136FULLER & THALER ASSET MANAGEMENT, INC.$3.4M1
137Jefferies Financial Group Inc.$3.4M1
138Arizona State Retirement System$3.3M1
139Czech National Bank$3.3M1
140ProShare Advisors LLC$3.3M1
141MERCER GLOBAL ADVISORS INC /ADV$3.2M1
142STATE OF MICHIGAN RETIREMENT SYSTEM$3.1M1
143ROMANO BROTHERS AND COMPANY$3.0M1
144WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.0M1
145VOYA INVESTMENT MANAGEMENT LLC$2.9M1
146Universal- Beteiligungs- und Servicegesellschaft mbH$2.8M1
147US BANCORP \DE\$2.8M1
148Riverwater Partners LLC$2.7M1
149New Age Alpha Advisors, LLC$2.7M1
150FORTEM FINANCIAL GROUP, LLC$2.7M1
151CIBC Asset Management Inc$2.7M1
152Retirement Systems of Alabama$2.6M1
153YOUSIF CAPITAL MANAGEMENT, LLC$2.5M1
154Orion Porfolio Solutions, LLC$2.5M1
155LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2.5M1
156Parcion Private Wealth LLC$2.4M1
157Mirae Asset Global Investments Co., Ltd.$2.4M1
158SFE Investment Counsel$2.3M1
159D. E. Shaw & Co., Inc.$2.3M1
160BURNEY CO/$2.3M1
161Qube Research & Technologies Ltd$2.2M1
162Aquatic Capital Management LLC$2.2M1
163Mesirow Financial Investment Management, Inc.$2.2M1
164iSAM Funds (UK) Ltd$2.2M1
165Aristotle Capital Boston, LLC$2.2M1
166O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.0M1
167Y-Intercept (Hong Kong) Ltd$2.0M1
168OSAIC HOLDINGS, INC.$2.0M1
169Utah Retirement Systems$1.9M1
170Woodline Partners LP$1.9M1
171Wealthcare Advisory Partners LLC$1.8M1
172Lighthouse Investment Partners, LLC$1.7M1
173NEOS Investment Management LLC$1.7M1
174XPONANCE LLC$1.7M1
175UniSuper Management Pty Ltd$1.7M1
176NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.7M1
177Vanguard Personalized Indexing Management, LLC$1.6M1
178Advisors Asset Management, Inc.$1.6M1
179TWIN CAPITAL MANAGEMENT INC$1.5M1
180BANQUE PICTET & CIE SA$1.5M1
181Summit Trail Advisors, LLC$1.5M1
182Mariner, LLC$1.5M1
183IHT Wealth Management, LLC$1.5M1
184Caprock Group, LLC$1.4M1
185EXCALIBUR MANAGEMENT CORP$1.4M1
186Keystone Financial Planning, Inc.$1.4M1
187OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.4M1
188NovaPoint Capital, LLC$1.4M1
189M&T BANK CORP$1.4M1
190DRW Securities, LLC$1.3M1
191ALPS ADVISORS INC$1.3M1
192MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.3M1
193COOKSON PEIRCE & CO INC$1.3M1
194Lido Advisors, LLC$1.3M1
195RIA Advisory Group LLC$1.2M1
196Trexquant Investment LP$1.2M1
197Apollon Wealth Management, LLC$1.2M1
198COMMERCE BANK$1.2M1
199Rakuten Investment Management, Inc.$1.2M1
200NAPLES GLOBAL ADVISORS, LLC$1.2M1
201D.A. DAVIDSON & CO.$1.1M1
202MIZUHO MARKETS AMERICAS LLC$1.1M1
203Arvest Bank Trust Division$1.1M1
204Linden Thomas Advisory Services, LLC$1.1M1
205Tidal Investments LLC$1.1M1
206TOUNJIAN ADVISORY PARTNERS, LLC$1.1M1
207Sequoia Financial Advisors, LLC$1.0M1
208Qsemble Capital Management, LP$1.0M1
209GREAT LAKES ADVISORS, LLC$998K1
210CAPSTONE INVESTMENT ADVISORS, LLC$985K1
211Daiwa Securities Group Inc.$983K1
212MCF Advisors LLC$982K1
213Rafferty Asset Management, LLC$976K1
214Tower Research Capital LLC (TRC)$974K1
215Pathstone Holdings, LLC$963K1
216REGIONS FINANCIAL CORP$954K1
217Walleye Trading LLC$950K1
218Ascent Group, LLC$946K1
219Sowell Financial Services LLC$937K1
220Portfolio Design Labs, LLC$921K1
221Mirador Capital Partners LP$910K1
222Wilkinson Global Asset Management LLC$907K1
223Silver Lake Advisory, LLC$900K1
224EXCHANGE TRADED CONCEPTS, LLC$898K1
225Pinnacle Financial Partners, Inc.$867K1
226FORA Capital, LLC$866K1
227Kuhn & Co Investment Counsel$866K1
228IFM Investors Pty Ltd$858K1
229MML INVESTORS SERVICES, LLC$829K1
230OCCUDO QUANTITATIVE STRATEGIES LP$818K1
231FIRST MANHATTAN CO. LLC.$812K1
232Probity Advisors, Inc.$805K1
233Norinchukin Bank, The$787K1
234CWM, LLC$778K1
235GLENMEDE TRUST CO NA$778K1
236Merit Financial Group, LLC$760K1
237Swiss Life Asset Management Ltd$757K1
238ARVEST INVESTMENTS, INC.$749K1
239Blueshift Asset Management, LLC$736K1
240MIZUHO SECURITIES USA LLC$729K1
241Vise Technologies, Inc.$717K1
242MATHER GROUP, LLC.$711K1
243Quantum Portfolio Management LLC$711K1
244Aberdeen Group plc$705K1
245Invst, LLC$698K1
246NOMURA HOLDINGS INC$695K1
247UNITED CAPITAL FINANCIAL ADVISORS, LLC$674K1
248NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$674K1
249BOOTHBAY FUND MANAGEMENT, LLC$645K1
250MACKENZIE FINANCIAL CORP$643K1
251Havemeyer Place LP$642K1
252MIRABELLA FINANCIAL SERVICES LLP$637K1
253PFG Advisors$625K1
254Elevated Capital Advisors, LLC$624K1
255INTECH INVESTMENT MANAGEMENT LLC$623K1
256Centennial Wealth Advisory LLC$618K1
257Walleye Capital LLC$614K1
258Marshall Financial Group, LLC$604K1
259Empowered Funds, LLC$603K1
260Vident Advisory, LLC$599K1
261Maryland State Retirement & Pension System$583K1
262Rockefeller Capital Management L.P.$579K1
263HUB Investment Partners, LLC$575K1
264QRG CAPITAL MANAGEMENT, INC.$572K1
265CREDIT AGRICOLE S A$571K1
266HB Wealth Management, LLC$567K1
267Chicago Partners Investment Group LLC$562K1
268Inspire Investing, LLC$533K1
269Savant Capital, LLC$530K1
270Waverly Advisors, LLC$525K1
271CHELSEA COUNSEL CO$523K1
272Crossmark Global Holdings, Inc.$522K1
273Beacon Pointe Advisors, LLC$522K1
274Brooklyn Investment Group$518K1
275TCI Wealth Advisors, Inc.$514K1
276VIAWEALTH, LLC$501K1
277BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$494K1
278Sagewood Asset Management LP$494K1
279MUFG Securities EMEA plc$494K1
280Key FInancial Inc$494K1
281MGO ONE SEVEN LLC$491K1
282Accurate Wealth Management, LLC$491K1
283Ensign Peak Advisors, Inc$478K1
284TD Waterhouse Canada Inc.$471K1
285Capital International Sarl$469K1
286Meeder Advisory Services, Inc.$462K1
287Kera Capital Partners, Inc.$457K1
288Stratos Wealth Partners, LTD.$456K1
289Aviance Capital Partners, LLC$453K1
290QUADRANT CAPITAL GROUP LLC$448K1
291Asset Management One Co., Ltd.$444K1
292Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$443K1
293OPPENHEIMER & CO INC$438K1
294Truvestments Capital LLC$435K1
295NOMURA ASSET MANAGEMENT CO LTD$430K1
296SageGuard Financial Group, LLC$428K1
297NewEdge Advisors, LLC$424K1
298GATEWAY INVESTMENT ADVISERS LLC$424K1
299VIRTUS ADVISERS, LLC$418K1
300Sanctuary Advisors, LLC$413K1
301PROFUND ADVISORS LLC$411K1
302Compound Planning, Inc.$410K1
303Aaron Wealth Advisors LLC$406K1
304Empirical Finance, LLC$403K1
305Dickmeyer Boyce Financial Management, Inc.$398K1
306Kestra Advisory Services, LLC$396K1
307Farringdon Capital, Ltd.$395K1
308CONTRAVISORY INVESTMENT MANAGEMENT, INC.$391K1
309Intrua Financial, LLC$388K1
310NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$386K1
311Inscription Capital, LLC$379K1
312TEACHER RETIREMENT SYSTEM OF TEXAS$375K1
313Bedel Financial Consulting, Inc.$372K1
314TRUIST FINANCIAL CORP$370K1
315FOCUSED ALPHA, LLC$368K1
316Index Technologies Group LLC$366K1
317Frec Markets, Inc.$365K1
318Teza Capital Management LLC$365K1
319North Dakota State Investment Board$351K1
320COLDSTREAM CAPITAL MANAGEMENT INC$347K1
321Sumitomo Mitsui DS Asset Management Company, Ltd$346K1
322Laird Norton Wetherby Trust Company, LLC$344K1
323Mutual Advisors, LLC$338K1
324Private Advisor Group, LLC$335K1
325GTS SECURITIES LLC$333K1
326MOODY NATIONAL BANK TRUST DIVISION$333K1
327GeoWealth Management, LLC$332K1
328Lifeworks Advisors, LLC$330K1
329&PARTNERS$329K1
330Arax Advisory Partners$326K1
331MQS Management LLC$326K1
332SECURIAN ASSET MANAGEMENT, INC$324K1
333INVESTMENT ADVISORY SERVICES INC /TX /ADV$320K1
334Wedmont Private Capital$315K1
335International Private Wealth Advisors LLC$310K1
336Equitable Holdings, Inc.$305K1
337Dynamic Technology Lab Private Ltd$303K1
338DF DENT & CO INC$302K1
339Ethic Inc.$301K1
340Holland Advisory Services, Inc.$300K1
341JMN Financial LLC$299K1
342Ballentine Partners, LLC$297K1
343M.E. ALLISON & CO., INC.$287K1
344SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co$284K1
345R Squared Ltd$272K1
346180 WEALTH ADVISORS, LLC$271K1
347EP Wealth Advisors, LLC$270K1
348Excelsior Advisor Network LLC$264K1
349ZACKS INVESTMENT MANAGEMENT$263K1
350Crewe Advisors LLC$262K1
351JOHNSON INVESTMENT COUNSEL INC$260K1
352Marble Wealth, LLC$256K1
353PATTON FUND MANAGEMENT, INC.$254K1
354ARMSTRONG ADVISORY GROUP, INC$254K1
355Baker Avenue Asset Management, LP$250K1
356TriaGen Wealth Management LLC$250K1
357MADDEN SECURITIES Corp$247K1
358Carl P. Sherr & Co., LLC$242K1
359Everhart Financial Group, Inc.$238K1
360CAXTON ASSOCIATES LLP$233K1
361DIVERSIFY WEALTH MANAGEMENT, LLC$232K1
362MAI Capital Management$232K1
363Metis Global Partners, LLC$226K1
364NORDEN GROUP LLC$226K1
365Southland Equity Partners LLC$223K1
366Red Mountain Financial, LLC$223K1
367PCM Encore, LLC$222K1
368WealthTrust Axiom LLC$222K1
369NTV ASSET MANAGEMENT LLC$221K1
370HBK Sorce Advisory LLC$221K1
371Wealthfront Advisers LLC$221K1
372JBR Co Financial Management Inc$219K1
373RWA WEALTH PARTNERS, LLC$218K1
374Optimize Financial Inc$213K1
375Jain Global LLC$212K1
376FLPUTNAM INVESTMENT MANAGEMENT CO$210K1
377Huntleigh Advisors, Inc.$209K1
378Checchi Capital Advisers, LLC$206K1
379Glenview Trust Co$204K1
380Wealthspire Advisors, LLC$202K1
381Van Hulzen Asset Management, LLC$202K1
382Gibson Wealth Advisors LLC$202K1
383SIMPLEX TRADING, LLC$201K1
384Moors & Cabot, Inc.$200K1
385BLAIR WILLIAM & CO/IL$198K1
386Larson Financial Group LLC$193K1
387BNP Paribas Asset Management Holding S.A.$183K1
388Silvant Capital Management LLC$182K1
389ASSETMARK, INC$173K1
390Resona Asset Management Co.,Ltd.$167K1
391SIGNATUREFD, LLC$165K1
392GROUP ONE TRADING LLC$164K1
393HM PAYSON & CO$162K1
394Geneos Wealth Management Inc.$159K1
395Eurizon Capital SGR S.p.A.$156K1
396Allworth Financial LP$154K1
397Quarry LP$131K1
398Bayforest Capital Ltd$129K1
399North Ridge Wealth Advisors, Inc.$124K1
400Salomon & Ludwin, LLC$111K1
401NATIXIS$110K1
402Ameritas Investment Partners, Inc.$110K1
403TEMA ETFS LLC$109K1
404Prestige Wealth Management Group LLC$103K1
405PRIVATE TRUST CO NA$102K1
406HUSSMAN STRATEGIC ADVISORS, INC.$101K1
407Friedenthal Financial$98.0K1
408Y.D. More Investments Ltd$95.2K1
409Dorato Capital Management$77.3K1
410DELTA ASSET MANAGEMENT LLC/TN$74.7K1
411Manchester Capital Management LLC$72.3K1
412CNB Bank$72.0K1
413JONES FINANCIAL COMPANIES LLLP$70.7K1
414First Command Advisory Services, Inc.$70.5K1
415Kennebec Savings Bank$58.8K1
416UMB Bank, n.a.$54.9K1
417Steward Partners Investment Advisory, LLC$53.5K1
418CENTRAL TRUST Co$52.9K1
419MONTAG A & ASSOCIATES INC$50.4K1
420Pacific Center for Financial Services$50.4K1
421ALERUS FINANCIAL NA$49.3K1
422BROWN, LISLE/CUMMINGS, INC.$45.3K1
423Deseret Mutual Benefit Administrators$45.0K1
424Pinnacle Wealth Planning Services, Inc.$44.1K1
425CDKV HOLDINGS LLC$42.9K1
426Cromwell Holdings LLC$38.9K1
427Parkside Financial Bank & Trust$37.2K1
428WPG Advisers, LLC$35.1K1
429Treasurer of the State of North Carolina$34.9K1
430YANKCOM Partnership$34.4K1
431CHESAPEAKE ASSET MANAGEMENT LLC$32.7K1
432Caldwell Trust Co$30.2K1
433Aster Capital Management (DIFC) Ltd$29.0K1
434DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC$27.9K1
435Quest 10 Wealth Builders, Inc.$27.0K1
436THRIVENT FINANCIAL FOR LUTHERANS$27.0K1
437Blue Trust, Inc.$25.9K1
438Owl Creek Wealth Partners LLC$25.2K1
439SJS Investment Consulting Inc.$23.6K1
440Smartleaf Asset Management LLC$22.7K1
441Costello Asset Management, INC$21.2K1
442Keating Financial Advisory Services, Inc.$20.9K1
443Clearstead Trust, LLC$18.7K1
444HRT FINANCIAL LP$17.4K1
445PITTENGER & ANDERSON INC$16.8K1
446INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$14.7K1
447True Wealth Design, LLC$14.4K1
448Bell Investment Advisors, Inc$13.9K1
449Annis Gardner Whiting Capital Advisors, LLC$13.6K1
450CVA Family Office, LLC$13.5K1
451BARTLETT & CO. WEALTH MANAGEMENT LLC$12.8K1
452Wilmington Savings Fund Society, FSB$12.6K1
453JFS WEALTH ADVISORS, LLC$11.5K1
454Sachetta, LLC$11.3K1
455ALGERT GLOBAL LLC$10.5K1
456Spire Wealth Management$10.3K1
457MASECO LLP$10.1K1
458COUNTRY TRUST BANK$10.1K1
459BOK Financial Private Wealth, Inc.$10.1K1
460Addison Advisors LLC$9.8K1
461Signature Resources Capital Management, LLC$9.4K1
462Financial Perspectives, Inc$8.2K1
463Community Financial Services Group, LLC$7.4K1
464Grove Bank & Trust$6.9K1
465N.E.W. Advisory Services LLC$6.2K1
466Physician Wealth Advisors, Inc.$6.1K1
467MV CAPITAL MANAGEMENT, INC.$5.9K1
468Wall Street Financial Group, Inc.$5.6K1
469ELEVATION WEALTH PARTNERS, LLC$4.8K1
470Elequin Capital, LP$4.3K1
471Private Wealth Management Group, LLC$4.1K1
472Advocate Investing Services LLC$4.0K1
473Transamerica Financial Advisors, LLC$3.6K1
474Rialto Wealth Management, LLC$3.5K1
475CANADA LIFE ASSURANCE Co$3.4K1
476Pacifica Partners Inc.$3.3K1
477Johnson Financial Group, Inc.$3.1K1
478Clearstead Advisors, LLC$3.0K1
479State of Alaska, Department of Revenue$2.8K1
480SHP Wealth Management$2.8K1
481AMALGAMATED BANK$2.3K1
482Ankerstar Wealth, LLC$2.2K1
483Key Capital Management, INC$2.1K1
484SUMMIT SECURITIES GROUP LLC$2.0K1
485EVOLUTION WEALTH MANAGEMENT INC.$2.0K1
486Clayton Financial Group LLC$1.9K1
487NATIXIS ADVISORS, LLC$1.9K1
488DiNuzzo Private Wealth, Inc.$1.8K1
489WealthCollab, LLC$1.7K1
490Vestcor Inc$1.7K1
491Legacy Wealth Managment, LLC/ID$1.6K1
492Jackson Creek Investment Advisors LLC$1.3K1
493Raleigh Capital Management Inc.$1.2K1
494Clark Wealth Partners$1.1K1
495GSA CAPITAL PARTNERS LLP$1.0K1
496Vermillion Wealth Management, Inc.$9071
497Investors Portfolio Services LLC$7901
498Orion Capital Management LLC$7051
499Asset Dedication, LLC$6051
500FINANCIAL CONSULATE, INC$6051
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 PNW

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for PNW · financials and macro

Financials — as filed PLANNED

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