Public record / Tickers / POOL

POOL — POOL CORP

Both disclosure regimes on one name: who in Congress filed about POOL, 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
8
all PTR rows naming POOL
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
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

Tom Malinowski · $15.0K–$50.0K

Purchase · traded 2019-10-17 → filed 2021-08-26. Ranked over every POOL row by the provable lower bound, never a point estimate.

1 member · 1 buys / 0 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

6 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

1 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. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING POOL · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning POOL
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2021-08-26Tom Malinowski D–NJ-7PurchaseTraded 2019-10-17 LATE·679d$15K–$50K
2021-08-26Tom Malinowski D–NJ-7Sale · partial (partial sale)Traded 2019-07-22 LATE·766d$15K–$50K
2021-07-09Tom Malinowski D–NJ-7SaleTraded 2019-10-15 LATE·633d$15K–$50K
2021-07-09Tom Malinowski D–NJ-7PurchaseTraded 2019-07-18 LATE·722d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 8 ↗

Members active in POOL

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing POOL 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.
Alan Armstrong R–OK1$1.0K to $15.0K2

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

Congress ↔ notable managers · POOL

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

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
0

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

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $15.4M held

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

Merged timeline of congressional filings and notable-manager moves on POOL
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+11,828 sh
2026-05-15Bridgewater Associates 13Ftrim−3,115 sh
2026-05-15Berkshire Hathaway 13Fexit−3,068,885 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

Top institutional holders of POOL for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1WELLINGTON MANAGEMENT GROUP LLP$580M1
2BlackRock, Inc.$464M1
3VANGUARD CAPITAL MANAGEMENT LLC$434M1
4MORGAN STANLEY$346M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$337M1
6STATE STREET CORP$241M1
7Invesco Ltd.$214M1
8GEODE CAPITAL MANAGEMENT, LLC$180M1
9Southpoint Capital Advisors LP$101M1
10MASSACHUSETTS FINANCIAL SERVICES CO /MA/$101M1
11MILLENNIUM MANAGEMENT LLC$93.4M1
12WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$91.5M1
13WELLS FARGO & COMPANY/MN$85.6M1
14DIMENSIONAL FUND ADVISORS LP$81.9M1
15LONDON CO OF VIRGINIA$80.3M1
16UBS Group AG$75.3M1
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC$73.0M1
18BALYASNY ASSET MANAGEMENT L.P.$72.2M1
19CITADEL ADVISORS LLC$71.7M1
20NORTHERN TRUST CORP$58.7M1
21FIRST MANHATTAN CO. LLC.$57.7M1
22GILDER GAGNON HOWE & CO LLC$57.0M1
23Bank of New York Mellon Corp$55.4M1
24RAYMOND JAMES FINANCIAL INC$55.1M1
25Corient Private Wealth LLC$55.0M1
26BANK OF AMERICA CORP /DE/$52.9M1
27Point72 Asset Management, L.P.$47.5M1
28CIBC Bancorp USA Inc.$45.9M1
29ALLIANCEBERNSTEIN L.P.$44.5M1
30ENVESTNET ASSET MANAGEMENT INC$41.2M1
31VANGUARD FIDUCIARY TRUST CO$37.6M1
32Findlay Park Partners LLP$36.6M1
33AQR CAPITAL MANAGEMENT LLC$36.0M1
34DEPRINCE RACE & ZOLLO INC$34.5M1
35WESTWOOD HOLDINGS GROUP INC$33.8M1
36Sone Capital Management, LLC$32.6M1
37SEI INVESTMENTS CO$32.3M1
38Conestoga Capital Advisors, LLC$30.9M1
39NORDEA INVESTMENT MANAGEMENT AB$30.4M1
40CI INVESTMENTS INC.$29.0M1
41TD ASSET MANAGEMENT INC$28.7M1
42SCHWARTZ INVESTMENT COUNSEL INC$28.6M1
43Progeny 3, Inc.$28.3M1
44Harvey Partners, LLC$27.3M1
45DEUTSCHE BANK AG\$27.3M1
46Nuveen, LLC$26.2M1
47ACADEMY CAPITAL MANAGEMENT$24.9M1
48VOLORIDGE INVESTMENT MANAGEMENT, LLC$24.9M1
49FMR LLC$24.8M1
50VILLERE ST DENIS J & CO LLC$23.6M1
51UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$22.7M1
52ROYAL BANK OF CANADA$22.5M1
53Long Pond Capital, LP$22.2M1
54Stephens Investment Management Group LLC$21.8M1
55DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$19.1M1
56WATERS PARKERSON & CO., LLC$17.7M1
57Ensign Peak Advisors, Inc$17.6M1
58Capital World Investors$16.7M1
59Clearline Capital LP$15.8M1
60Gotham Asset Management, LLC$15.4M1
61Rockefeller Capital Management L.P.$15.3M1
62Universal- Beteiligungs- und Servicegesellschaft mbH$15.0M1
63Trexquant Investment LP$14.8M1
64Alyeska Investment Group, L.P.$14.5M1
65Copeland Capital Management, LLC$14.4M1
66BARCLAYS PLC$14.3M1
67BRIDGES INVESTMENT MANAGEMENT INC$14.3M1
68Zimmer Partners, LP$14.2M1
69Legal & General Group Plc$14.2M1
70Vanguard Global Advisers, LLC$13.9M1
71Quantinno Capital Management LP$13.5M1
72Swiss National Bank$13.4M1
73STIFEL FINANCIAL CORP$13.2M1
74HSBC HOLDINGS PLC$12.4M1
75WORLDQUANT MILLENNIUM ADVISORS LLC$11.6M1
76ExodusPoint Capital Management, LP$11.1M1
77Eldred Rock Partners, LLC$10.9M1
78CONGRESS ASSET MANAGEMENT CO$10.8M1
79Man Group plc$10.5M1
80CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$10.4M1
81OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$10.1M1
82ADAGE CAPITAL PARTNERS GP, L.L.C.$10.0M1
83D. E. Shaw & Co., Inc.$9.5M1
84BLI - Banque de Luxembourg Investments$9.4M1
85NEW YORK STATE COMMON RETIREMENT FUND$9.3M1
86FIFTH THIRD BANCORP$9.3M1
87LPL Financial LLC$9.2M1
88ROYCE & ASSOCIATES LP$8.3M1
89Mitsubishi UFJ Asset Management Co., Ltd.$8.3M1
90CITIGROUP INC$7.8M1
91Amundi$7.7M1
92PRINCIPAL FINANCIAL GROUP INC$7.6M1
93STATE OF WISCONSIN INVESTMENT BOARD$7.6M1
94VELA Investment Management, LLC$7.6M1
95BLAIR WILLIAM & CO/IL$7.5M1
96Freestone Grove Partners LP$7.3M1
97PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$6.8M1
98Foyston, Gordon & Payne Inc$6.7M1
99MONTRUSCO BOLTON INVESTMENTS INC.$6.5M1
100VANGUARD ASSET MANAGEMENT, Ltd$6.2M1
101RICE HALL JAMES & ASSOCIATES, LLC$6.1M1
102Advisors Capital Management, LLC$6.1M1
103MONIMUS CAPITAL MANAGEMENT, LP$5.9M1
104FRONTIER CAPITAL MANAGEMENT CO LLC$5.8M1
105STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$5.7M1
106SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.6M1
107Heron Bay Capital Management$5.1M1
108Polar Asset Management Partners Inc.$5.0M1
109Kerrisdale Advisers, LLC$4.9M1
110Lighthouse Investment Partners, LLC$4.9M1
111MANUFACTURERS LIFE INSURANCE COMPANY, THE$4.8M1
112Vestmark Advisory Solutions, Inc.$4.7M1
113FRANKLIN RESOURCES INC$4.7M1
114BANK OF MONTREAL /CAN/$4.4M1
115Callan Family Office, LLC$4.3M1
116TRUIST FINANCIAL CORP$4.2M1
117UNITED CAPITAL FINANCIAL ADVISORS, LLC$4.2M1
118REGIONS FINANCIAL CORP$4.2M1
119AMERICAN CENTURY COMPANIES INC$4.1M1
120NewEdge Wealth, LLC$4.1M1
121Hudson Bay Capital Management LP$4.1M1
122LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$4.1M1
123KING LUTHER CAPITAL MANAGEMENT CORP$4.0M1
124FIRST TRUST ADVISORS LP$4.0M1
125Covea Finance$3.4M1
126Orion Porfolio Solutions, LLC$3.3M1
127Bell Asset Management Ltd$3.3M1
128Atria Investments, Inc$3.3M1
129Chevy Chase Trust Holdings, LLC$3.3M1
130AGF MANAGEMENT LTD$3.2M1
131Prospect Capital Advisors, LLC$3.1M1
132Janus Henderson Group Ltd.$3.1M1
133NATIONAL BANK OF CANADA /FI/$3.1M1
134NISA INVESTMENT ADVISORS, LLC$3.1M1
135PRUDENTIAL FINANCIAL INC$3.1M1
136WEITZ INVESTMENT MANAGEMENT, INC.$3.0M1
137LONESTAR CAPITAL MANAGEMENT LLC$3.0M1
138HANCOCK WHITNEY CORP$3.0M1
139IMC-Chicago, LLC$3.0M1
140&PARTNERS$3.0M1
141APG Asset Management N.V.$2.9M1
142AMERIPRISE FINANCIAL INC$2.9M1
143OSAIC HOLDINGS, INC.$2.9M1
144Inspire Investing, LLC$2.9M1
145Creative Planning$2.8M1
146HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$2.7M1
147Squarepoint Ops LLC$2.7M1
148Tidal Investments LLC$2.7M1
149Zurcher Kantonalbank (Zurich Cantonalbank)$2.7M1
150ArchPoint Investors$2.4M1
151TWO SIGMA INVESTMENTS, LP$2.4M1
152State of New Jersey Common Pension Fund D$2.4M1
153UNIVEST FINANCIAL Corp$2.4M1
154Allianz Asset Management GmbH$2.3M1
155Hilton Capital Management, LLC$2.3M1
156Sanctuary Advisors, LLC$2.3M1
157Chou Associates Management Inc.$2.2M1
158Numerai GP LLC$2.1M1
159Cetera Investment Advisers$2.1M1
160Compass Wealth Management LLC$2.1M1
161Waverly Advisors, LLC$2.1M1
162Henshaw Capital LLC$1.9M1
163PUBLIC SECTOR PENSION INVESTMENT BOARD$1.9M1
164Arizona State Retirement System$1.9M1
165Delta Global Management LP$1.9M1
166NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.8M1
167Czech National Bank$1.8M1
168Cerity Partners LLC$1.8M1
169Federation des caisses Desjardins du Quebec$1.8M1
170Vanguard Investments Australia, Ltd.$1.7M1
171STATE OF MICHIGAN RETIREMENT SYSTEM$1.7M1
172Rule One Partners, LLC$1.7M1
173GUGGENHEIM CAPITAL LLC$1.7M1
174Concurrent Investment Advisors, LLC$1.7M1
175CREDIT AGRICOLE S A$1.7M1
176DIVERSIFY WEALTH MANAGEMENT, LLC$1.7M1
177CIBC Asset Management Inc$1.6M1
178MetLife Investment Management, LLC$1.6M1
179BENJAMIN EDWARDS INC$1.6M1
180COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.5M1
181STEVENS CAPITAL PARTNERS$1.5M1
182ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1.5M1
183KLP KAPITALFORVALTNING AS$1.5M1
184UniSuper Management Pty Ltd$1.4M1
185Timelo Investment Management Inc.$1.4M1
186Pictet Asset Management Holding SA$1.4M1
187Retirement Systems of Alabama$1.4M1
188Mirae Asset Global Investments Co., Ltd.$1.4M1
189Ameritas Investment Partners, Inc.$1.4M1
190MML INVESTORS SERVICES, LLC$1.4M1
191VOYA INVESTMENT MANAGEMENT LLC$1.3M1
192FIRST NATIONAL BANK OF OMAHA$1.3M1
193Bridgewater Associates, LP$1.3M1
194Brevan Howard Capital Management LP$1.2M1
195Pathstone Holdings, LLC$1.2M1
196Swedbank AB$1.2M1
197Aristotle Capital Boston, LLC$1.2M1
198MERCER GLOBAL ADVISORS INC /ADV$1.2M1
199CenterBook Partners LP$1.2M1
200First National Advisers, LLC$1.1M1
201WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.1M1
202TORONTO DOMINION BANK$1.1M1
203MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.1M1
204Taylor Frigon Capital Management LLC$1.1M1
205Cinctive Capital Management LP$1.0M1
206VICTORY CAPITAL MANAGEMENT INC$984K1
207ProShare Advisors LLC$968K1
208CWM, LLC$963K1
209BRANT POINT INVESTMENT MANAGEMENT LLC$956K1
210TEACHER RETIREMENT SYSTEM OF TEXAS$933K1
211Crossmark Global Holdings, Inc.$921K1
212WEIK CAPITAL MANAGEMENT$910K1
213NEOS Investment Management LLC$902K1
214US BANCORP \DE\$901K1
215XPONANCE LLC$897K1
216Strong Tower Advisory Services$850K1
217Diligent Investors, LLC$817K1
218BANK OF NOVA SCOTIA$816K1
219STOREBRAND ASSET MANAGEMENT AS$804K1
220YOUSIF CAPITAL MANAGEMENT, LLC$793K1
221Impact Capital Partners LLC$779K1
222Union Bancaire Privee, UBP SA$769K1
223OREGON PUBLIC EMPLOYEES RETIREMENT FUND$760K1
224BOOTHBAY FUND MANAGEMENT, LLC$741K1
225MITCHELL & PAHL PRIVATE WEALTH, LLC$740K1
226Summit Trail Advisors, LLC$739K1
227CIM, LLC$731K1
228LEVEL FOUR ADVISORY SERVICES, LLC$724K1
229Brooklyn Investment Group$712K1
230Jefferies Financial Group Inc.$709K1
231MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$706K1
232Empowered Funds, LLC$665K1
233Blueshift Asset Management, LLC$665K1
234Cullen Capital Management, LLC$655K1
235Havemeyer Place LP$649K1
236INVESTMENT ADVISORY SERVICES INC /TX /ADV$647K1
237ROYAL LONDON ASSET MANAGEMENT LTD$644K1
238MANGROVE PARTNERS IM, LLC$639K1
239Gibbs Wealth Management$624K1
240Vanguard Personalized Indexing Management, LLC$620K1
241BERNZOTT CAPITAL ADVISORS$607K1
242RBF Capital, LLC$607K1
243Sepio Capital, LP$597K1
244Farringdon Capital, Ltd.$585K1
245OPPENHEIMER ASSET MANAGEMENT INC.$583K1
246Roundview Capital LLC$566K1
247WINTON GROUP Ltd$559K1
248ELEVATION POINT WEALTH PARTNERS, LLC$555K1
249BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$554K1
250Quadrature Capital Ltd$541K1
251Daiwa Securities Group Inc.$541K1
252L. Roy Papp & Associates, LLP$534K1
253DF DENT & CO INC$527K1
254B. Metzler seel. Sohn & Co. AG$512K1
255Curated Wealth Partners LLC$511K1
256JANE STREET GROUP, LLC$506K1
257Private Advisor Group, LLC$479K1
258DEARBORN PARTNERS LLC$467K1
259Perigon Wealth Management, LLC$466K1
260M&T BANK CORP$453K1
261HB Wealth Management, LLC$453K1
262Verition Fund Management LLC$451K1
263Norman Fields, Gottscho Capital Management, LLC$441K1
264Diversified Trust Co$441K1
265Soltis Investment Advisors LLC$437K1
266Swiss Life Asset Management Ltd$434K1
267Odyssean, LLC$432K1
268Apollon Wealth Management, LLC$430K1
269Rafferty Asset Management, LLC$417K1
270MISSION WEALTH MANAGEMENT, LP$415K1
271FULTON BANK, N.A.$413K1
272Norinchukin Bank, The$412K1
273SummitTX Capital, L.P.$407K1
274GREAT LAKES ADVISORS, LLC$407K1
275NICOLET BANKSHARES INC$406K1
276MIZUHO SECURITIES USA LLC$401K1
277Vise Technologies, Inc.$396K1
278O'SHAUGHNESSY ASSET MANAGEMENT, LLC$395K1
279COMMERCE BANK$388K1
280INTRUST BANK NA$388K1
281NISSAY ASSET MANAGEMENT CORP /JAPAN$386K1
282SIMPLEX TRADING, LLC$379K1
283Portside Wealth Group, LLC$376K1
284Curi Capital, LLC$372K1
285HARTFORD INVESTMENT MANAGEMENT CO$370K1
286Envestnet Portfolio Solutions, Inc.$359K1
287DnB Asset Management AS$357K1
288HighTower Advisors, LLC$354K1
289Utah Retirement Systems$354K1
290Maryland State Retirement & Pension System$352K1
291Aberdeen Group plc$350K1
292ZACKS INVESTMENT MANAGEMENT$348K1
293Sumitomo Mitsui Trust Group, Inc.$347K1
294DAVENPORT & Co LLC$339K1
295Knollwood Investment Advisory, LLC$335K1
296GATEWAY INVESTMENT ADVISERS LLC$327K1
297COLDSTREAM CAPITAL MANAGEMENT INC$325K1
298D.A. DAVIDSON & CO.$319K1
299ELCO Management Co., LLC$317K1
300World Investment Advisors$316K1
301LVW Advisors, LLC$315K1
302Asset Management One Co., Ltd.$314K1
303NATIXIS$307K1
304Merit Financial Group, LLC$306K1
305Chicago Partners Investment Group LLC$301K1
306JT Stratford LLC$301K1
307LRT Capital Management, LLC$300K1
308NORDEN GROUP LLC$300K1
309Verity & Verity, LLC$299K1
310WEALTH ALLIANCE, LLC$299K1
311Calamos Advisors LLC$298K1
312Calamos Wealth Management LLC$298K1
313Allspring Global Investments Holdings, LLC$296K1
314BAHL & GAYNOR INC$296K1
315Empower Advisory Group, LLC$294K1
316Vident Advisory, LLC$292K1
317EXCHANGE TRADED CONCEPTS, LLC$288K1
318Prospera Financial Services Inc$288K1
319COMMONWEALTH EQUITY SERVICES, LLC$288K1
320FOUNDATIONS INVESTMENT ADVISORS, LLC$283K1
321Procyon Advisors, LLC$282K1
322OMERS ADMINISTRATION Corp$280K1
323EntryPoint Capital, LLC$276K1
324Leonteq Securities AG$275K1
325MUFG Securities EMEA plc$273K1
326Perennial Investment Advisors, LLC$271K1
327OFI INVEST ASSET MANAGEMENT$265K1
328NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$258K1
329Y.D. More Investments Ltd$257K1
330INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$256K1
331Tower Research Capital LLC (TRC)$255K1
332GENESIS PRIVATE WEALTH, LLC$245K1
333Linden Thomas Advisory Services, LLC$242K1
334CIM INVESTMENT MANAGEMENT INC$241K1
335OCCUDO QUANTITATIVE STRATEGIES LP$239K1
336Legacy Capital Wealth Partners, LLC$232K1
337MIRABELLA FINANCIAL SERVICES LLP$232K1
338Empirical Finance, LLC$230K1
339TWINBEECH CAPITAL LP$229K1
340Alliance Wealth Advisors, LLC /UT$228K1
341ALPINE WOODS CAPITAL INVESTORS, LLC$226K1
342Steward Partners Investment Advisory, LLC$226K1
343BANQUE PICTET & CIE SA$223K1
344Inspire Advisors, LLC$220K1
345ASSETMARK, INC$219K1
346MACQUARIE GROUP LTD$219K1
347NOMURA ASSET MANAGEMENT CO LTD$216K1
348NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$212K1
349Sendero Wealth Management, LLC$210K1
350OAK ASSOCIATES LTD /OH/$208K1
351Baird Financial Group, Inc.$205K1
352PATTON FUND MANAGEMENT, INC.$201K1
353OneDigital Investment Advisors LLC$201K1
354Alpha Wealth Funds, LLC$200K1
355Sterling Capital Management LLC$191K1
356Hills Bank & Trust Co$188K1
357MUFG SECURITIES AMERICAS INC.$184K1
358SECURIAN ASSET MANAGEMENT, INC$176K1
359BNP Paribas Asset Management Holding S.A.$170K1
360Financiere des Professionnels - Fonds d'investissement inc.$162K1
361Parkside Financial Bank & Trust$161K1
362BARD ASSOCIATES INC$158K1
363SIGNATUREFD, LLC$149K1
364Hilltop National Bank$143K1
365Walleye Trading LLC$139K1
366Aquatic Capital Management LLC$130K1
367Twin Tree Management, LP$125K1
368OSSIAM$114K1
369Allworth Financial LP$105K1
370Heritage Wealth Advisors$102K1
371CNB Bank$94.7K1
372HM PAYSON & CO$94.5K1
373MAI Capital Management$85.2K1
374Resona Asset Management Co.,Ltd.$77.4K1
375UMB Bank, n.a.$74.7K1
376SBI Securities Co., Ltd.$74.1K1
377Pinnacle Wealth Planning Services, Inc.$63.7K1
378BankPlus Trust Department$61.1K1
379QUADRANT CAPITAL GROUP LLC$60.9K1
380Arax Advisory Partners$57.2K1
381Annis Gardner Whiting Capital Advisors, LLC$57.1K1
382SJS Investment Consulting Inc.$55.8K1
383Eurizon Capital SGR S.p.A.$51.4K1
384DANSKE BANK A/S$48.6K1
385MATHER GROUP, LLC.$45.5K1
386Blue Trust, Inc.$45.3K1
387CANADA LIFE ASSURANCE Co$40.8K1
388Walleye Capital LLC$35.2K1
389FEDERATED HERMES, INC.$27.7K1
390PRIVATE TRUST CO NA$27.1K1
391ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$22.1K1
392MV CAPITAL MANAGEMENT, INC.$21.9K1
393CYBER HORNET ETFs LLC$18.0K1
394True Wealth Design, LLC$17.4K1
395Transamerica Financial Advisors, LLC$17.4K1
396Clearstead Trust, LLC$17.2K1
397Activest Wealth Management$17.2K1
398TEMA ETFS LLC$16.8K1
399Owl Creek Wealth Partners LLC$15.2K1
400Cromwell Holdings LLC$15.2K1
401FARMERS & MERCHANTS INVESTMENTS INC$14.6K1
402WPG Advisers, LLC$14.4K1
403NATIXIS ADVISORS, LLC$14.3K1
404CENTRAL TRUST Co$13.4K1
405KERR FINANCIAL PLANNING Corp$12.1K1
406ENTRUST FINANCIAL LLC$11.7K1
407Salomon & Ludwin, LLC$11.6K1
408Larson Financial Group LLC$10.5K1
409Clearstead Advisors, LLC$9.7K1
410TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$9.5K1
411Wilmington Savings Fund Society, FSB$9.1K1
412Atlantic Union Bankshares Corp$8.3K1
413VAN ECK ASSOCIATES CORP$6.3K1
414Manchester Capital Management LLC$6.3K1
415Spire Wealth Management$6.3K1
416SWAN Capital LLC$6.3K1
417SHP Wealth Management$5.9K1
418NEW YORK STATE TEACHERS RETIREMENT SYSTEM$5.8K1
419Financial Network Wealth Advisors LLC$5.3K1
420C M BIDWELL & ASSOCIATES LTD$5.3K1
421Security National Bank$5.1K1
422First Pacific Financial$4.9K1
423JONES FINANCIAL COMPANIES LLLP$4.7K1
424Rakuten Securities, Inc.$4.5K1
425DELTA ASSET MANAGEMENT LLC/TN$4.0K1
426Ankerstar Wealth, LLC$4.0K1
427Advocate Investing Services LLC$3.8K1
428Pacific Center for Financial Services$3.6K1
429Frazier Financial Advisors, LLC$3.6K1
430DekaBank Deutsche Girozentrale$3.5K1
431Smartleaf Asset Management LLC$3.2K1
432CVA Family Office, LLC$3.0K1
433WOLFF WIESE MAGANA LLC$3.0K1
434Treasurer of the State of North Carolina$2.9K1
435Wall Street Financial Group, Inc.$2.8K1
436CENTAURUS FINANCIAL, INC.$2.6K1
437J.Safra Asset Management Corp$2.4K1
438Virtu Financial LLC$2.3K1
439TD Waterhouse Canada Inc.$2.2K1
440CBIZ Investment Advisory Services, LLC$2.0K1
441Abound Wealth Management$1.8K1
442GSA CAPITAL PARTNERS LLP$1.8K1
443Your Advocates Ltd., LLP$1.6K1
444Rachor Investment Advisory Services, LLC$1.6K1
445Quantitative Investment Management, LLC$1.5K1
446Moisand Fitzgerald Tamayo, LLC$1.4K1
447BROWN, LISLE/CUMMINGS, INC.$1.4K1
448Raleigh Capital Management Inc.$1.4K1
449TD Capital Management LLC$1.3K1
450AMALGAMATED BANK$1.2K1
451NBT BANK, N.A.$1.2K1
452Geneos Wealth Management Inc.$1.2K1
453SUMMIT SECURITIES GROUP LLC$1.0K1
454ELEVATION WEALTH PARTNERS, LLC$1.0K1
455Investors Portfolio Services LLC$8771
456ACADIAN ASSET MANAGEMENT LLC$8321
457NFSG Corp$8311
458SouthState Bank Corp$8101
459Johnson Financial Group, Inc.$8101
460JFS WEALTH ADVISORS, LLC$8101
461Keating Financial Advisory Services, Inc.$8091
462State of Alaska, Department of Revenue$6671
463KBC Group NV$6241
464PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$5661
465PARK AVENUE SECURITIES LLC$5451
466HARBOR CAPITAL ADVISORS, INC.$4321
467Asset Dedication, LLC$4051
468Signature Equity Partners, LLC$4051
469THRIVENT FINANCIAL FOR LUTHERANS$2641
470Quaker Wealth Management, LLC$2031
471DiNuzzo Private Wealth, Inc.$2031
472INVESTMENT COUNSEL CO OF NEVADA$2031
473Kilter Group LLC$2031
474Synergy Investment Management, LLC$2021
475MidFirst Bank$2021
476TopTier Wealth Management, LLC$2021
477Vestcor Inc$1951
478CX Institutional$1801
479Penserra Capital Management LLC$421
480Smithfield Trust Co$161
481Centerpoint Advisors, LLC$111
482PRINCIPAL SECURITIES, INC.$01
483EQUITABLE TRUST CO$01
484TORRAY INVESTMENT PARTNERS LLC$01
485VANGUARD GROUP INC$01
486Laird Norton Wetherby Trust Company, LLC$01
487LORD, ABBETT & CO. LLC$01
488MEEDER ASSET MANAGEMENT INC$01
489HARBOUR INVESTMENTS, INC.$01
490HOWARD HUGHES MEDICAL INSTITUTE$01
491WASATCH ADVISORS LP$01
492FENIMORE ASSET MANAGEMENT INC$01
493COMERICA BANK$01
494MACKENZIE FINANCIAL CORP$01
495PARNASSUS INVESTMENTS, LLC$01
496OSTERWEIS CAPITAL MANAGEMENT INC$01
497BAMCO INC /NY/$01
498WEXFORD CAPITAL LP$01
499CIBC WORLD MARKETS CORP$01
500CHILTON CAPITAL MANAGEMENT LLC$01
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 / 0 sell
Congress net ($ bound)$1.0K to $15.0K
Filers net (actions)not in build
Filers net ($ 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 POOL

RETAINED WINDOW · ACTIVE HITS
Signal hits naming POOL
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for POOL · financials and macro

Financials — as filed PLANNED

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