Public record / Tickers / PODD

PODD — INSULET CORP

Both disclosure regimes on one name: who in Congress filed about PODD, 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
21
all PTR rows naming PODD
Members · 12m
2
1 buys · 2 sells · by trade date
Latest PTR
09-10
filed 2026-09-10
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

Tina Smith · $250K–$500K

Sale · traded 2020-03-17 → filed 2020-04-16. Ranked over every PODD row by the provable lower bound, never a point estimate.

2 members · 1 buys / 2 sells

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

3 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. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING PODD · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PODD
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-10Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 08-18 +23d$1K–$15K
2026-05-10Tina Smith D–MNSale · SP (spouse-owned)Traded 05-07 +3d$100K–$250K
2026-05-10Tina Smith D–MNSale · partial · SP (partial sale, spouse-owned)Traded 04-29 +11d$100K–$250K
2025-08-12Markwayne Mullin R–OKSale · SP (spouse-owned)Traded 2024-01-04 LATE·586d$1K–$15K
2025-08-12Markwayne Mullin R–OKSale · partial (partial sale, member-owned)Traded 2023-12-22 LATE·599d$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 21 ↗

Members active in PODD

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing PODD 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.
Tina Smith D–MN2−$500K to −$200K4
Gilbert Ray Cisneros, Jr. D–CA-311$1.0K to $15.0K2

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

Congress ↔ notable managers · PODD

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

Congress · last 90 days

Buyers
1 Gilbert Ray Cisneros, Jr. D–CA-31 $1K–$15K
Sellers
0

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

Notable managers · quarter ended 2026-03-31

Adding
1 Caxton Associates $290K held

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

Merged timeline of congressional filings and notable-manager moves on PODD
DateWhoChangeSize
2026-09-10Gilbert Ray Cisneros, Jr. CongressPurchase$1K–$15K
2026-05-15Bridgewater Associates 13Ftrim−22,008 sh
2026-05-15Gotham Asset Management 13Ftrim−108 sh
2026-05-14Caxton Associates 13Fnew+1,382 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 PODD for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.3B1
2VANGUARD CAPITAL MANAGEMENT LLC$961M1
3FMR LLC$834M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$724M1
5STATE STREET CORP$638M1
6BAILLIE GIFFORD & CO$426M1
7GEODE CAPITAL MANAGEMENT, LLC$424M1
8Capital Research Global Investors$350M1
9AQR CAPITAL MANAGEMENT LLC$335M1
10AMERICAN CENTURY COMPANIES INC$334M1
11Clearbridge Investments, LLC$277M1
12ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$258M1
13MORGAN STANLEY$240M1
14Invesco Ltd.$230M1
15FIL Ltd$212M1
16UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$167M1
17TWO SIGMA INVESTMENTS, LP$160M1
18Man Group plc$150M1
19FEDERATED HERMES, INC.$150M1
20JUPITER ASSET MANAGEMENT LTD$149M1
21NORTHERN TRUST CORP$146M1
22Artisan Partners Limited Partnership$145M1
23Qube Research & Technologies Ltd$135M1
24Soleus Capital Management, L.P.$118M1
25NORDEA INVESTMENT MANAGEMENT AB$116M1
26CHARLES SCHWAB INVESTMENT MANAGEMENT INC$114M1
27WORLDQUANT MILLENNIUM ADVISORS LLC$97.2M1
28VOYA INVESTMENT MANAGEMENT LLC$95.6M1
29Amundi$93.8M1
30UBS Group AG$93.6M1
31RENAISSANCE TECHNOLOGIES LLC$89.4M1
32VANGUARD FIDUCIARY TRUST CO$85.2M1
33BANK OF AMERICA CORP /DE/$83.1M1
34Alecta Tjanstepension Omsesidigt$82.7M1
35NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$82.5M1
36Bank of New York Mellon Corp$80.5M1
37DIMENSIONAL FUND ADVISORS LP$77.5M1
38DEUTSCHE BANK AG\$71.7M1
39Legal & General Group Plc$68.4M1
40AMERIPRISE FINANCIAL INC$63.8M1
41ROYAL BANK OF CANADA$62.9M1
42Nuveen, LLC$62.7M1
43MILLENNIUM MANAGEMENT LLC$62.7M1
44Assenagon Asset Management S.A.$54.1M1
45RAYMOND JAMES FINANCIAL INC$53.8M1
46Allianz Asset Management GmbH$51.9M1
47Aberdeen Group plc$51.4M1
48Vinva Investment Management Ltd$48.5M1
49Freestone Grove Partners LP$47.5M1
50Quantinno Capital Management LP$47.2M1
51BNP Paribas Asset Management Holding S.A.$47.2M1
52Swiss National Bank$43.3M1
53Chicago Capital, LLC$42.4M1
54NOMURA ASSET MANAGEMENT CO LTD$39.4M1
55Robeco Institutional Asset Management B.V.$37.9M1
56Stephens Investment Management Group LLC$37.3M1
57HSBC HOLDINGS PLC$36.9M1
58FRONTIER CAPITAL MANAGEMENT CO LLC$36.2M1
59PARNASSUS INVESTMENTS, LLC$35.5M1
60Capital World Investors$35.3M1
61Sumitomo Mitsui Trust Group, Inc.$34.9M1
62Schonfeld Strategic Advisors LLC$34.4M1
63Bellevue Group AG$34.3M1
64Universal- Beteiligungs- und Servicegesellschaft mbH$34.1M1
65Mitsubishi UFJ Asset Management Co., Ltd.$33.6M1
66SEI INVESTMENTS CO$32.9M1
67Parkman Healthcare Partners LLC$32.9M1
68Vanguard Global Advisers, LLC$32.4M1
69CITADEL ADVISORS LLC$32.2M1
70AMI ASSET MANAGEMENT CORP$31.5M1
71AustralianSuper Pty Ltd$30.5M1
72Janus Henderson Group Ltd.$30.4M1
73Eversept Partners, LP$30.1M1
74CANADA PENSION PLAN INVESTMENT BOARD$30.1M1
75TD ASSET MANAGEMENT INC$29.5M1
76ZEVENBERGEN CAPITAL INVESTMENTS LLC$29.3M1
77WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$29.2M1
78D. E. Shaw & Co., Inc.$28.0M1
79Baird Financial Group, Inc.$28.0M1
80BARCLAYS PLC$27.0M1
81ALLIANCEBERNSTEIN L.P.$26.8M1
82VANGUARD ASSET MANAGEMENT, Ltd$25.5M1
83WELLS FARGO & COMPANY/MN$24.9M1
84SEB Asset Management AB$24.7M1
85ENVESTNET ASSET MANAGEMENT INC$24.0M1
86BLAIR WILLIAM & CO/IL$23.6M1
87Hudson Bay Capital Management LP$23.1M1
88WELLINGTON MANAGEMENT GROUP LLP$22.6M1
89TREMBLANT CAPITAL GROUP$22.5M1
90CONGRESS ASSET MANAGEMENT CO$22.1M1
91Trexquant Investment LP$21.5M1
92PRIMECAP MANAGEMENT CO/CA/$21.1M1
93TEACHER RETIREMENT SYSTEM OF TEXAS$19.4M1
94CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$18.9M1
95Pictet Asset Management Holding SA$17.9M1
96PRINCIPAL FINANCIAL GROUP INC$17.6M1
97SEGALL BRYANT & HAMILL, LLC$17.6M1
98VOLORIDGE INVESTMENT MANAGEMENT, LLC$17.6M1
99IEQ CAPITAL, LLC$17.2M1
100INTECH INVESTMENT MANAGEMENT LLC$15.6M1
101Gradient Investments LLC$15.2M1
102JENNISON ASSOCIATES LLC$14.7M1
103DnB Asset Management AS$14.5M1
104BEACON INVESTMENT ADVISORY SERVICES, INC.$14.4M1
105Corient Private Wealth LLC$14.2M1
106BANK OF MONTREAL /CAN/$14.1M1
107CITIGROUP INC$14.0M1
108STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$13.7M1
109Y-Intercept (Hong Kong) Ltd$12.9M1
110AVIVA PLC$12.6M1
111STATE OF WISCONSIN INVESTMENT BOARD$12.4M1
112Fisher Asset Management, LLC$12.0M1
113Andra AP-fonden$11.8M1
114Swedbank AB$11.2M1
115BRAUN STACEY ASSOCIATES INC$10.9M1
116Vestal Point Capital, LP$10.6M1
117M&G Plc$10.1M1
118VICTORY CAPITAL MANAGEMENT INC$10.0M1
119NATIONAL BANK OF CANADA /FI/$10.0M1
120Candriam S.C.A.$9.6M1
121NEW YORK STATE COMMON RETIREMENT FUND$9.5M1
122DANSKE BANK A/S$9.4M1
123LPL Financial LLC$9.3M1
124NATIXIS$9.1M1
125Eurizon Capital SGR S.p.A.$9.0M1
126Mariner, LLC$9.0M1
127Ensign Peak Advisors, Inc$8.5M1
128OCCUDO QUANTITATIVE STRATEGIES LP$8.5M1
129Korea Investment CORP$8.4M1
130PFA Pension, Forsikringsaktieselskab$8.3M1
131FIRST TRUST ADVISORS LP$8.2M1
132OneDigital Investment Advisors LLC$8.1M1
133CREDIT AGRICOLE S A$8.1M1
134MANUFACTURERS LIFE INSURANCE COMPANY, THE$7.7M1
135Cerity Partners LLC$7.6M1
136Bridgewater Associates, LP$7.4M1
137Vanguard Investments Australia, Ltd.$7.3M1
138Chevy Chase Trust Holdings, LLC$7.3M1
139PRUDENTIAL FINANCIAL INC$7.1M1
140Mitsubishi UFJ Trust & Banking Corp$6.9M1
141FRANKLIN RESOURCES INC$6.8M1
142Qsemble Capital Management, LP$6.7M1
143ROYAL LONDON ASSET MANAGEMENT LTD$6.6M1
144Geneos Wealth Management Inc.$6.5M1
145TORONTO DOMINION BANK$6.4M1
146GUGGENHEIM CAPITAL LLC$6.4M1
147Zurcher Kantonalbank (Zurich Cantonalbank)$6.4M1
148APG Asset Management N.V.$6.3M1
149Tredje AP-fonden$6.3M1
150Asset Management One Co., Ltd.$6.2M1
151Holocene Advisors, LP$6.0M1
152ITHAKA GROUP LLC$5.9M1
153FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$5.8M1
154OSAIC HOLDINGS, INC.$5.7M1
155CIBC Bancorp USA Inc.$5.7M1
156Integrated Advisors Network LLC$5.6M1
157CWM, LLC$5.6M1
158LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$5.4M1
159JANE STREET GROUP, LLC$5.3M1
160PRUDENTIAL PLC$5.2M1
161LBP AM SA$5.2M1
162KLP KAPITALFORVALTNING AS$5.2M1
163State of New Jersey Common Pension Fund D$5.1M1
164FIFTH THIRD BANCORP$4.9M1
165Resona Asset Management Co.,Ltd.$4.7M1
166Creative Planning$4.7M1
167Daiwa Securities Group Inc.$4.6M1
168Edgestream Partners, L.P.$4.5M1
169Brevan Howard Capital Management LP$4.5M1
170Squarepoint Ops LLC$4.5M1
171Aquatic Capital Management LLC$4.4M1
172Focus Partners Wealth$4.3M1
173PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$4.3M1
174Engineers Gate Manager LP$4.3M1
175Redmond Asset Management, LLC$4.3M1
176National Pension Service$4.3M1
177OPPENHEIMER ASSET MANAGEMENT INC.$4.2M1
178AXQ CAPITAL, LP$4.2M1
179MetLife Investment Management, LLC$4.1M1
180BROWN ADVISORY INC$4.1M1
181AMERICAN CAPITAL MANAGEMENT INC$4.0M1
182Czech National Bank$4.0M1
183Arizona State Retirement System$4.0M1
184XPONANCE LLC$4.0M1
185SHAKER INVESTMENTS LLC/OH$3.9M1
186Mirae Asset Global Investments Co., Ltd.$3.9M1
187STATE OF MICHIGAN RETIREMENT SYSTEM$3.9M1
188MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.8M1
189Gotham Asset Management, LLC$3.7M1
190MERCER GLOBAL ADVISORS INC /ADV$3.6M1
191CIBC Asset Management Inc$3.5M1
192AZZAD ASSET MANAGEMENT INC /ADV$3.5M1
193IFM Investors Pty Ltd$3.5M1
194COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.4M1
195Silvant Capital Management LLC$3.4M1
196Aware Super Pty Ltd as trustee of Aware Super$3.4M1
197ProShare Advisors LLC$3.3M1
198Swiss Life Asset Management Ltd$3.3M1
199Vanguard Personalized Indexing Management, LLC$3.3M1
200Meiji Yasuda Asset Management Co Ltd.$3.2M1
201KORNITZER CAPITAL MANAGEMENT INC /KS$3.2M1
202US BANCORP \DE\$3.2M1
203WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.2M1
204Mediolanum International Funds Ltd$3.2M1
205SCHOLTZ & COMPANY, LLC$3.2M1
206Quantbot Technologies LP$3.2M1
207Retirement Systems of Alabama$3.1M1
208Thrive Capital Management, LLC$3.1M1
209BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$3.0M1
210Rhenman & Partners Asset Management AB$2.9M1
211Trilogy Capital Inc.$2.9M1
212Tidal Investments LLC$2.8M1
213CABOT WEALTH MANAGEMENT INC$2.8M1
214COMMONWEALTH EQUITY SERVICES, LLC$2.8M1
215Meiji Yasuda America Inc$2.7M1
216Cetera Investment Advisers$2.6M1
217COMMERCE BANK$2.6M1
218STIFEL FINANCIAL CORP$2.6M1
219OMERS ADMINISTRATION Corp$2.6M1
220FORMULA GROWTH LTD$2.5M1
221PUBLIC SECTOR PENSION INVESTMENT BOARD$2.4M1
222Utah Retirement Systems$2.4M1
223Elo Mutual Pension Insurance Co$2.4M1
224BALYASNY ASSET MANAGEMENT L.P.$2.4M1
225BAMCO INC /NY/$2.4M1
226MACKENZIE FINANCIAL CORP$2.3M1
227GREAT VALLEY ADVISOR GROUP, INC.$2.3M1
228DAFNA Capital Management LLC$2.3M1
229MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.3M1
230STOREBRAND ASSET MANAGEMENT AS$2.2M1
231Verition Fund Management LLC$2.2M1
232LECAP ASSET MANAGEMENT LTD$2.2M1
233Rakuten Investment Management, Inc.$2.2M1
234Delta Global Management LP$2.2M1
235Covea Finance$2.1M1
236NEOS Investment Management LLC$2.1M1
237Banque Cantonale Vaudoise$2.1M1
238NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.1M1
239BANK OF NOVA SCOTIA$2.1M1
240BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.0M1
241Linden Thomas Advisory Services, LLC$1.9M1
242UniSuper Management Pty Ltd$1.9M1
243HighTower Advisors, LLC$1.9M1
244Jefferies Financial Group Inc.$1.9M1
245NISSAY ASSET MANAGEMENT CORP /JAPAN$1.9M1
246ING GROEP NV$1.9M1
247Sumitomo Mitsui DS Asset Management Company, Ltd$1.9M1
248BANQUE PICTET & CIE SA$1.9M1
249SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.8M1
250YOUSIF CAPITAL MANAGEMENT, LLC$1.8M1
251M&T BANK CORP$1.8M1
252XTX Topco Ltd$1.8M1
253Pathstone Holdings, LLC$1.8M1
254UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.8M1
255FOX RUN MANAGEMENT, L.L.C.$1.7M1
256Avidity Partners Management LP$1.7M1
257Avanza Fonder AB$1.7M1
258OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.7M1
259O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.7M1
260OP Asset Management Ltd$1.5M1
261Virtus Investment Advisers, LLC$1.5M1
262Meiji Yasuda Life Insurance Co$1.5M1
263Mattson Financial Services, LLC$1.4M1
264BLI - Banque de Luxembourg Investments$1.4M1
265Ethic Inc.$1.4M1
266Joel Isaacson & Co., LLC$1.4M1
267Illinois Municipal Retirement Fund$1.4M1
268Investment Management Corp of Ontario$1.3M1
269DIVERSIFY WEALTH MANAGEMENT, LLC$1.3M1
270Federation des caisses Desjardins du Quebec$1.3M1
271Curi Capital, LLC$1.3M1
272GROUPAMA ASSET MANAGMENT$1.3M1
273STEINBERGANNA WEALTH MANAGEMENT$1.3M1
274ICON ADVISERS INC/CO$1.3M1
275MACQUARIE GROUP LTD$1.2M1
276Summit Trail Advisors, LLC$1.2M1
277SBI Okasan Asset Management Co.Ltd.$1.2M1
278SCHRODER INVESTMENT MANAGEMENT GROUP$1.2M1
279Strategic Global Advisors, LLC$1.1M1
280Rafferty Asset Management, LLC$1.1M1
281Graham Capital Management, L.P.$1.1M1
282Magnetar Financial LLC$1.1M1
283Signature Wealth Management Group$1.1M1
284Merit Financial Group, LLC$1.1M1
285QUADRANT CAPITAL GROUP LLC$1.1M1
286ALPS ADVISORS INC$1.1M1
287B. Metzler seel. Sohn & Co. AG$1.1M1
288Inspire Investing, LLC$1.1M1
289Jain Global LLC$1.0M1
290NISA INVESTMENT ADVISORS, LLC$1.0M1
291Ayrshire Capital Management LLC$1.0M1
292Walleye Capital LLC$1.0M1
293Rockefeller Capital Management L.P.$1.0M1
294Wealthfront Advisers LLC$1.0M1
295MML INVESTORS SERVICES, LLC$959K1
296WEALTHEDGE INVESTMENT ADVISORS, LLC$957K1
297Pinnacle Financial Partners, Inc.$956K1
298CAPSTONE INVESTMENT ADVISORS, LLC$953K1
299HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$927K1
300Norinchukin Bank, The$915K1
301DRW Securities, LLC$913K1
302MIZUHO SECURITIES USA LLC$892K1
303Chicago Partners Investment Group LLC$887K1
304ASR Vermogensbeheer N.V.$876K1
305Empirical Asset Management, LLC$863K1
306HARTFORD INVESTMENT MANAGEMENT CO$845K1
307Kestra Advisory Services, LLC$821K1
308Intesa Sanpaolo S.p.A.$818K1
309Tower Research Capital LLC (TRC)$818K1
310Western Financial Corp/CA$813K1
311TEMA ETFS LLC$809K1
312Brown Financial Advisors$807K1
313Generali Asset Management SPA SGR$764K1
314WINTON GROUP Ltd$762K1
315Sanctuary Advisors, LLC$749K1
316Private Advisor Group, LLC$747K1
317Focus Partners Advisor Solutions, LLC$746K1
318Fideuram Asset Management (Ireland) dac$738K1
319Brookstone Capital Management$734K1
320Alpha Wealth Funds, LLC$728K1
321Maryland State Retirement & Pension System$715K1
322Laird Norton Wetherby Trust Company, LLC$692K1
323BOOTHBAY FUND MANAGEMENT, LLC$687K1
324Atria Investments, Inc$683K1
325THORNBURG INVESTMENT MANAGEMENT INC$682K1
326SAX WEALTH ADVISORS, LLC$682K1
327HB Wealth Management, LLC$676K1
328Sequoia Financial Advisors, LLC$673K1
329MIRABELLA FINANCIAL SERVICES LLP$671K1
330Crossmark Global Holdings, Inc.$659K1
331NORDEN GROUP LLC$650K1
332Allspring Global Investments Holdings, LLC$649K1
333Bull Harbor Capital LLC$645K1
334WINNACLE WEALTH LLC$617K1
335Pallas Capital Advisors LLC$609K1
336INTACT INVESTMENT MANAGEMENT INC.$609K1
337MUFG Securities EMEA plc$606K1
338NewEdge Wealth, LLC$605K1
339Empowered Funds, LLC$604K1
340Knollwood Investment Advisory, LLC$602K1
341Inspire Advisors, LLC$598K1
342Ausdal Financial Partners, Inc.$589K1
343MAI Capital Management$586K1
344Vontobel Holding Ltd.$586K1
345New Age Alpha Advisors, LLC$580K1
346Symmetry Partners, LLC$572K1
347ANGELES WEALTH MANAGEMENT, LLC$572K1
348NewEdge Advisors, LLC$571K1
349Talon Private Wealth, LLC$560K1
350Hilltop Holdings Inc.$556K1
351Osmosis Investment Management UK Ltd$555K1
352Qtron Investments LLC$551K1
353Saudi Central Bank$545K1
354CITIZENS FINANCIAL GROUP INC/RI$536K1
355Sivia Capital Partners, LLC$535K1
356ABN AMRO INVESTMENT SOLUTIONS$534K1
357CULLINAN ASSOCIATES INC$525K1
358Retirement Planning Co of New England, Inc.$523K1
359Dai-ichi Life Insurance Company, Ltd$518K1
360nVerses Capital, LLC$517K1
361MOKAN Wealth Management Inc.$515K1
362Mach-1 Financial Group, LLC$514K1
363EVOLVE PRIVATE WEALTH, LLC$514K1
364OXFORD ASSET MANAGEMENT LLP$512K1
365Financiere des Professionnels - Fonds d'investissement inc.$503K1
366Sargent Investment Group, LLC$496K1
367Plato Investment Management Ltd$495K1
368Dynamic Technology Lab Private Ltd$495K1
369ARISTEIA CAPITAL, L.L.C.$488K1
370Vident Advisory, LLC$488K1
371&PARTNERS$482K1
372Allworth Financial LP$479K1
373NorthCrest Asset Manangement, LLC$476K1
374NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$472K1
375denkapparat Operations GmbH$466K1
376OSSIAM$463K1
377Gibbs Wealth Management$461K1
378MOODY NATIONAL BANK TRUST DIVISION$449K1
379Advisors Capital Management, LLC$444K1
380E. Ohman J:or Asset Management AB$441K1
381Smith Group Asset Management, LLC$440K1
382CHOREO, LLC$435K1
383North Dakota State Investment Board$430K1
384Ballentine Partners, LLC$420K1
385Metis Global Partners, LLC$418K1
386Baker Avenue Asset Management, LP$416K1
387Alliance Wealth Advisors, LLC /UT$413K1
388Aaron Wealth Advisors LLC$410K1
389MUFG SECURITIES AMERICAS INC.$409K1
390SECURIAN ASSET MANAGEMENT, INC$399K1
391Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$392K1
392Paladin Wealth, LLC$391K1
393Diversified Trust Co$386K1
394CI INVESTMENTS INC.$386K1
395Kera Capital Partners, Inc.$384K1
396Whalen Wealth Management Inc.$382K1
397SIGNATUREFD, LLC$381K1
398TRUIST FINANCIAL CORP$380K1
399Advyzon Investment Management, LLC$371K1
400MISSION WEALTH MANAGEMENT, LP$371K1
401Caprock Group, LLC$371K1
402GREAT LAKES ADVISORS, LLC$362K1
403HUB Investment Partners, LLC$361K1
404Generali Investments, Management Co LLC$358K1
405Brooklyn Investment Group$356K1
406Perpetual Ltd$356K1
407Wedmont Private Capital$355K1
408WESTFIELD CAPITAL MANAGEMENT CO LP$353K1
409Fifth Third Wealth Advisors LLC$337K1
410QRG CAPITAL MANAGEMENT, INC.$333K1
411Orion Porfolio Solutions, LLC$329K1
412Revolve Wealth Partners, LLC$329K1
413EXCHANGE TRADED CONCEPTS, LLC$328K1
414E Fund Management Co., Ltd.$328K1
415DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$326K1
416OFI INVEST ASSET MANAGEMENT$324K1
417Oakmont Advisory Group, LLC$320K1
418Siemens Fonds Invest GmbH$319K1
419COLDSTREAM CAPITAL MANAGEMENT INC$316K1
420GREENLEAF TRUST$315K1
421New England Research & Management, Inc.$315K1
422Headlands Technologies LLC$313K1
423Callan Family Office, LLC$313K1
424Apollon Wealth Management, LLC$312K1
425WADDELL & ASSOCIATES, LLC$312K1
426Founders Financial Alliance, LLC$311K1
427COOKSON PEIRCE & CO INC$306K1
428Portside Wealth Group, LLC$306K1
429Steward Partners Investment Advisory, LLC$300K1
430CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$298K1
431STEPHENS INC /AR/$294K1
432EVERGREEN CAPITAL MANAGEMENT LLC$292K1
433CAXTON ASSOCIATES LLP$290K1
434Blueshift Asset Management, LLC$284K1
435KEYBANK NATIONAL ASSOCIATION/OH$278K1
436Yorktown Management & Research Co Inc$273K1
437PIER 88 INVESTMENT PARTNERS LLC$273K1
438BAM Wealth Management, LLC$270K1
439Ascent Group, LLC$266K1
440Savvy Advisors, Inc.$255K1
441EVOKE WEALTH, LLC$254K1
442Empirical Finance, LLC$244K1
443Krilogy Financial LLC$243K1
444Vestmark Advisory Solutions, Inc.$242K1
445C M BIDWELL & ASSOCIATES LTD$242K1
446Focus Financial Network, Inc.$239K1
447AVENIR CORP$237K1
448EARNED WEALTH ADVISORS, LLC$236K1
449Dorsey & Whitney Trust CO LLC$236K1
450Ledyard National Bank$234K1
451Wakefield Asset Management LLLP$232K1
452RITHOLTZ WEALTH MANAGEMENT$231K1
453Beck Bode, LLC$227K1
454MATHER GROUP, LLC.$223K1
455Optas, LLC$222K1
456Advisors Asset Management, Inc.$222K1
457Strata Wealth Advisors, LLC$221K1
458FRANKLIN STREET ADVISORS INC /NC$220K1
459TWO SIGMA SECURITIES, LLC$215K1
460SHARPEPOINT LLC$213K1
461Savant Capital, LLC$213K1
462Farringdon Capital, Ltd.$212K1
463Graetz Wealth LLC$212K1
464TWINBEECH CAPITAL LP$210K1
465PKO Investment Management Joint-Stock Co$210K1
466111 Capital$208K1
467Lido Advisors, LLC$208K1
468CHICAGO TRUST Co NA$204K1
469NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$174K1
470Pinnacle Wealth Planning Services, Inc.$164K1
471Groupe la Francaise$156K1
472Ameritas Investment Partners, Inc.$135K1
473Atlantic Union Bankshares Corp$132K1
474Livforsakringsbolaget Skandia, Omsesidigt$126K1
475Signature Equity Partners, LLC$125K1
476Financial Perspectives, Inc$120K1
477Sterling Capital Management LLC$118K1
478ASSETMARK, INC$115K1
479Murphy & Mullick Capital Management Corp$113K1
480Annis Gardner Whiting Capital Advisors, LLC$107K1
481GLOBEFLEX CAPITAL L P$105K1
482TD Waterhouse Canada Inc.$104K1
483Smartleaf Asset Management LLC$104K1
484Central Pacific Bank - Trust Division$97.6K1
485Evelyn Partners Investment Management Services Ltd$89.2K1
486EASTERN BANK$88.1K1
487Caitong International Asset Management Co., Ltd$87.3K1
488UMB Bank, n.a.$87.1K1
489HM PAYSON & CO$86.0K1
490Arax Advisory Partners$79.7K1
491True Wealth Design, LLC$70.9K1
492Leonteq Securities AG$69.7K1
493SJS Investment Consulting Inc.$66.7K1
494MEEDER ASSET MANAGEMENT INC$65.7K1
495Basecamp Wealth Advisors LLC$65.7K1
496Bayforest Capital Ltd$64.6K1
497State of Wyoming$59.6K1
498CVA Family Office, LLC$57.1K1
499Reyes Financial Architecture, Inc.$57.1K1
500ACADIAN ASSET MANAGEMENT LLC$53.8K1
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 / 2 sell
Congress net ($ bound)−$499K to −$185K
Filers net (actions)not in build
Filers net ($ 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 PODD

RETAINED WINDOW · ACTIVE HITS
Signal hits naming PODD
KindRuleHits
COMMITTEEa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied1 hit

Every rule, with its definition →

Planned modules for PODD · financials and macro

Financials — as filed PLANNED

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