Public record / Tickers / POR

POR — PORTLAND GENERAL ELECTRIC CO /OR/

Both disclosure regimes on one name: who in Congress filed about POR, 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
9
all PTR rows naming POR
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
10-10
filed 2023-10-10
13F holders
392
top-392 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

Lois Frankel · $1.0K–$15.0K

Sale · traded 2023-09-08 → filed 2023-10-10. Ranked over every POR row by the provable lower bound, never a point estimate.

No member disclosed POR 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.

1 row 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 POR 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 POR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning POR
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-10-10Lois Frankel D–FL-22SaleTraded 09-08 +32d$1K–$15K
2020-12-28Lois Frankel D–FL-22PurchaseTraded 11-30 +28d$1K–$15K
2020-09-10Earl Blumenauer D–OR-3Sale · SP (spouse-owned)Traded 08-11 +30d$1K–$15K
2020-07-17Earl Blumenauer D–OR-3Purchase · SP (spouse-owned)Traded 06-02 +45d$1K–$15K
2020-07-17Earl Blumenauer D–OR-3Purchase · SP (spouse-owned)Traded 06-01 LATE·46d$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 9 ↗

Members active in POR

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

No member disclosed POR in the trailing 12 months.

Congress ↔ notable managers · POR

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
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · PORTLAND GEN ELEC CO

Merged timeline of congressional filings and notable-manager moves on POR
DateWhoChangeSize
2026-05-15Soros Fund Management 13Fnew+506,328 sh
2026-05-15Bridgewater Associates 13Fadd+55,914 sh
2026-05-14Caxton Associates 13Fnew+6,406 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 POR for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$920M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$387M1
3VANGUARD CAPITAL MANAGEMENT LLC$272M1
4STATE STREET CORP$248M1
5AQR CAPITAL MANAGEMENT LLC$226M1
6FULLER & THALER ASSET MANAGEMENT, INC.$208M1
7TWO SIGMA INVESTMENTS, LP$160M1
8HITE Hedge Asset Management LLC$142M1
9Invesco Ltd.$133M1
10MILLENNIUM MANAGEMENT LLC$96.8M1
11DIMENSIONAL FUND ADVISORS LP$96.6M1
12MASSACHUSETTS FINANCIAL SERVICES CO /MA/$93.7M1
13MORGAN STANLEY$92.9M1
14BANK OF AMERICA CORP /DE/$87.6M1
15CITADEL ADVISORS LLC$84.7M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$78.3M1
17NORTHERN TRUST CORP$73.8M1
18LAZARD ASSET MANAGEMENT LLC$73.4M1
19Nuveen, LLC$61.0M1
20FMR LLC$55.3M1
21FIRST TRUST ADVISORS LP$55.1M1
22UBS Group AG$51.4M1
23NORDEA INVESTMENT MANAGEMENT AB$48.8M1
24VANGUARD FIDUCIARY TRUST CO$38.7M1
25ProShare Advisors LLC$34.0M1
26BROWN ADVISORY INC$31.8M1
27FRANKLIN RESOURCES INC$31.4M1
28Legal & General Group Plc$29.0M1
29SOROS FUND MANAGEMENT LLC$26.7M1
30HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$26.3M1
31PANAGORA ASSET MANAGEMENT INC$23.0M1
32ENVESTNET ASSET MANAGEMENT INC$21.9M1
33Squarepoint Ops LLC$20.7M1
34PRINCIPAL FINANCIAL GROUP INC$20.4M1
35JACOBS LEVY EQUITY MANAGEMENT, INC$19.5M1
36Point72 Asset Management, L.P.$18.4M1
37VOYA INVESTMENT MANAGEMENT LLC$17.1M1
38PRUDENTIAL FINANCIAL INC$16.3M1
39FEDERATED HERMES, INC.$15.8M1
40Edgestream Partners, L.P.$14.2M1
41ALLIANCEBERNSTEIN L.P.$14.0M1
42HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$13.7M1
43HSBC HOLDINGS PLC$13.5M1
44Leeward Investments, LLC - MA$12.3M1
45Man Group plc$12.3M1
46Brookstone Capital Management$11.9M1
47SEI INVESTMENTS CO$11.9M1
48UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$11.8M1
49Swiss National Bank$11.8M1
50D. E. Shaw & Co., Inc.$11.7M1
51ROYAL BANK OF CANADA$11.6M1
52COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$10.6M1
53Universal- Beteiligungs- und Servicegesellschaft mbH$10.4M1
54Yaupon Capital Management LP$9.2M1
55DEUTSCHE BANK AG\$8.8M1
56Schonfeld Strategic Advisors LLC$8.8M1
57Cerity Partners LLC$8.7M1
58AMERICAN CENTURY COMPANIES INC$8.6M1
59MACKENZIE FINANCIAL CORP$8.2M1
60Ghisallo Capital Management LLC$7.9M1
61MOODY ALDRICH PARTNERS LLC$7.9M1
62BALYASNY ASSET MANAGEMENT L.P.$7.7M1
63Susquehanna Portfolio Strategies, LLC$7.7M1
64WELLS FARGO & COMPANY/MN$7.6M1
65Retirement Systems of Alabama$7.3M1
66MANUFACTURERS LIFE INSURANCE COMPANY, THE$7.2M1
67SummitTX Capital, L.P.$7.2M1
68RAYMOND JAMES FINANCIAL INC$7.0M1
69NUANCE INVESTMENTS, LLC$6.8M1
70FIFTH THIRD BANCORP$6.6M1
71Dana Investment Advisors, Inc.$6.4M1
72IEQ CAPITAL, LLC$6.3M1
73Polymer Capital Management (US) LLC$6.2M1
74Bridgewater Associates, LP$6.1M1
75MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$5.9M1
76CITIGROUP INC$5.8M1
77Magellan Asset Management Ltd$5.4M1
78Qube Research & Technologies Ltd$5.4M1
79GUGGENHEIM CAPITAL LLC$5.4M1
80SEVEN GRAND MANAGERS, LLC$5.3M1
81MERCER GLOBAL ADVISORS INC /ADV$5.3M1
82Brevan Howard Capital Management LP$5.2M1
83ONTARIO TEACHERS PENSION PLAN BOARD$5.1M1
84Castellan Group$5.0M1
85VANGUARD ASSET MANAGEMENT, Ltd$4.9M1
86Creative Planning$4.8M1
87CWA Asset Management Group, LLC$4.7M1
88Advisors Asset Management, Inc.$4.5M1
89Vanguard Investments Australia, Ltd.$4.5M1
90MACQUARIE GROUP LTD$4.4M1
91LPL Financial LLC$4.2M1
92Boston Partners$3.9M1
93Mariner, LLC$3.8M1
94STATE OF WISCONSIN INVESTMENT BOARD$3.8M1
95SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.8M1
96HighTower Advisors, LLC$3.8M1
97ALPS ADVISORS INC$3.7M1
98Orion Porfolio Solutions, LLC$3.6M1
99PICTON MAHONEY ASSET MANAGEMENT$3.4M1
100FIRST MANHATTAN CO. LLC.$3.3M1
101Aquatic Capital Management LLC$3.3M1
102ICON ADVISERS INC/CO$3.2M1
103CWM, LLC$3.1M1
104STIFEL FINANCIAL CORP$2.8M1
105Atom Investors LP$2.8M1
106Covalis Capital LLP$2.6M1
107Janus Henderson Group Ltd.$2.6M1
108Carrera Capital Advisors$2.6M1
109BW Gestao de Investimentos Ltda.$2.5M1
110BRIDGEWAY CAPITAL MANAGEMENT, LLC$2.5M1
111Zurcher Kantonalbank (Zurich Cantonalbank)$2.5M1
112JENNISON ASSOCIATES LLC$2.5M1
113Kestra Advisory Services, LLC$2.4M1
114TRUIST FINANCIAL CORP$2.4M1
115Cetera Investment Advisers$2.4M1
116Vanguard Global Advisers, LLC$2.4M1
117NFJ INVESTMENT GROUP, LLC$2.3M1
118MML INVESTORS SERVICES, LLC$2.3M1
119State of New Jersey Common Pension Fund D$2.3M1
120MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.3M1
121Quadrature Capital Ltd$2.2M1
122DC Investments Management, LLC$2.2M1
123COMMONWEALTH EQUITY SERVICES, LLC$2.1M1
124RENAISSANCE TECHNOLOGIES LLC$2.1M1
125Quantinno Capital Management LP$2.1M1
126Fox Hill Wealth Management$2.1M1
127STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$2.0M1
128Elo Mutual Pension Insurance Co$2.0M1
129NEW YORK STATE COMMON RETIREMENT FUND$1.9M1
130OSAIC HOLDINGS, INC.$1.9M1
131Bridgefront Capital, LLC$1.9M1
132Vanguard Personalized Indexing Management, LLC$1.8M1
133INCEPTIONR LLC$1.8M1
134Arizona State Retirement System$1.6M1
135CAPSTONE INVESTMENT ADVISORS, LLC$1.6M1
136LEVEL FOUR ADVISORY SERVICES, LLC$1.5M1
137WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.4M1
138JOHNSON INVESTMENT COUNSEL INC$1.4M1
139INTECH INVESTMENT MANAGEMENT LLC$1.4M1
140WINTON GROUP Ltd$1.4M1
141AXQ CAPITAL, LP$1.4M1
142BENJAMIN EDWARDS INC$1.4M1
143NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.3M1
144Ensign Peak Advisors, Inc$1.3M1
145OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.2M1
146Centiva Capital, LP$1.2M1
147Diversified Trust Co$1.2M1
148Atria Investments, Inc$1.2M1
149OpenArc Corporate Advisory, LLC$1.1M1
150Jacobi Capital Management LLC$1.1M1
151Allianz Asset Management GmbH$1.1M1
152Tidal Investments LLC$1.1M1
153BURNEY CO/$1.1M1
154CHOREO, LLC$1.0M1
155Pictet Asset Management Holding SA$1.0M1
156Texas Yale Capital Corp.$1.0M1
157Engineers Gate Manager LP$1.0M1
158Investors Research Corp$993K1
159OPPENHEIMER ASSET MANAGEMENT INC.$963K1
160JUPITER ASSET MANAGEMENT LTD$943K1
161BNP Paribas Asset Management Holding S.A.$894K1
162EXCHANGE TRADED CONCEPTS, LLC$894K1
163Vise Technologies, Inc.$886K1
164M&T BANK CORP$882K1
165OCCUDO QUANTITATIVE STRATEGIES LP$869K1
166Sequoia Financial Advisors, LLC$852K1
167XPONANCE LLC$847K1
168Connor, Clark & Lunn Investment Management Ltd.$840K1
169BANK OF MONTREAL /CAN/$824K1
170CHELSEA COUNSEL CO$815K1
171QRG CAPITAL MANAGEMENT, INC.$813K1
172Focus Partners Wealth$784K1
173US BANCORP \DE\$777K1
174Lighthouse Investment Partners, LLC$746K1
175Huber Capital Management LLC$732K1
176Jefferies Financial Group Inc.$719K1
177Sowell Financial Services LLC$714K1
178Allspring Global Investments Holdings, LLC$708K1
179Concurrent Investment Advisors, LLC$708K1
180Hennion & Walsh Asset Management, Inc.$705K1
181Corient Private Wealth LLC$691K1
182Sivia Capital Partners, LLC$680K1
183Private Advisor Group, LLC$675K1
184Teza Capital Management LLC$645K1
185CSS LLC/IL$642K1
186EP Wealth Advisors, LLC$632K1
187COWA, LLC$629K1
188JAMES INVESTMENT RESEARCH, INC.$628K1
189Asset Management One Co., Ltd.$622K1
190Envestnet Portfolio Solutions, Inc.$620K1
191CIBC Bancorp USA Inc.$618K1
192Fieldview Capital Management, LLC$614K1
193Keudell/Morrison Wealth Management$607K1
194Brooklyn Investment Group$607K1
195Leonteq Securities AG$596K1
196Roehl & Yi Investment Advisors, LLC$589K1
197Pathstone Holdings, LLC$581K1
198FIRST CITIZENS BANK & TRUST CO$580K1
199Swiss Life Asset Management Ltd$579K1
200Assenagon Asset Management S.A.$567K1
201TWINBEECH CAPITAL LP$565K1
202Oliver Luxxe Assets LLC$550K1
203QUADRANT CAPITAL GROUP LLC$542K1
204Quarry LP$537K1
205BECKER CAPITAL MANAGEMENT INC$533K1
206First Pacific Financial$529K1
207Outlook Wealth Advisors, LLC$522K1
208Tower Research Capital LLC (TRC)$519K1
209Vident Advisory, LLC$505K1
210UNITED CAPITAL FINANCIAL ADVISORS, LLC$486K1
211Hudson Bay Capital Management LP$479K1
212BLAIR WILLIAM & CO/IL$478K1
213Merit Financial Group, LLC$473K1
214Ballentine Partners, LLC$473K1
215Intrua Financial, LLC$472K1
216TOCQUEVILLE ASSET MANAGEMENT L.P.$470K1
217SECURIAN ASSET MANAGEMENT, INC$433K1
218IFM Investors Pty Ltd$423K1
219iSAM Funds (UK) Ltd$419K1
220Empowered Funds, LLC$415K1
221JANE STREET GROUP, LLC$408K1
222HB Wealth Management, LLC$398K1
223OneDigital Investment Advisors LLC$388K1
224COLDSTREAM CAPITAL MANAGEMENT INC$385K1
225PRINCIPAL SECURITIES, INC.$379K1
226Watershed Asset Management, L.L.C.$379K1
227Crossmark Global Holdings, Inc.$378K1
228BAILARD, INC.$364K1
229Scientech Research LLC$361K1
230MIRABELLA FINANCIAL SERVICES LLP$359K1
231MQS Management LLC$357K1
232XTX Topco Ltd$357K1
233REGIONS FINANCIAL CORP$357K1
234Sanctuary Advisors, LLC$354K1
235JOURNEY STRATEGIC WEALTH LLC$350K1
236PERSONAL CFO SOLUTIONS, LLC$349K1
237CAXTON ASSOCIATES LLP$338K1
238Bayforest Capital Ltd$335K1
239ALPINE WOODS CAPITAL INVESTORS, LLC$294K1
240Horizon Investment Services, LLC$293K1
241TEACHER RETIREMENT SYSTEM OF TEXAS$289K1
242World Investment Advisors$285K1
243Sigma Planning Corp$282K1
244&PARTNERS$271K1
245WETZEL INVESTMENT ADVISORS, INC.$266K1
246Frank, Rimerman Advisors LLC$262K1
247Inscription Capital, LLC$259K1
248nVerses Capital, LLC$256K1
249Johnson Bixby & Associates, LLC$255K1
250CITIZENS FINANCIAL GROUP INC/RI$255K1
251Steward Partners Investment Advisory, LLC$249K1
252EVOLVE PRIVATE WEALTH, LLC$249K1
253CATALYST FINANCIAL PARTNERS LLC$236K1
254Parcion Private Wealth LLC$233K1
255Focus Partners Advisor Solutions, LLC$229K1
256Meeder Advisory Services, Inc.$228K1
257Leo Wealth, LLC$228K1
258Composition Wealth, LLC$226K1
259Laird Norton Wetherby Trust Company, LLC$226K1
260Van Diest Capital, LLC$225K1
261Quantum Portfolio Management LLC$220K1
262PROFUND ADVISORS LLC$215K1
263SIGNATUREFD, LLC$211K1
264SHELTON CAPITAL MANAGEMENT$206K1
265Chris Bulman Inc$204K1
266Pinnacle Wealth Planning Services, Inc.$197K1
267Rockefeller Capital Management L.P.$196K1
268Allworth Financial LP$171K1
269MEEDER ASSET MANAGEMENT INC$170K1
270Daiwa Securities Group Inc.$125K1
271Blue Trust, Inc.$112K1
272NOMURA ASSET MANAGEMENT CO LTD$93.9K1
273EASTERN BANK$84.4K1
274THRIVENT FINANCIAL FOR LUTHERANS$79.2K1
275Smartleaf Asset Management LLC$77.3K1
276MAI Capital Management$61.8K1
277TOMPKINS FINANCIAL CORP$58.0K1
278Kemnay Advisory Services Inc.$53.7K1
279Optiver Holding B.V.$53.0K1
280HM PAYSON & CO$52.8K1
281HUSSMAN STRATEGIC ADVISORS, INC.$52.8K1
282Bell Investment Advisors, Inc$49.6K1
283State of Wyoming$47.4K1
284WealthCollab, LLC$42.9K1
285GROUP ONE TRADING LLC$37.7K1
286SHP Wealth Management$37.7K1
287ALGERT GLOBAL LLC$34.5K1
288Destiny Wealth Partners, LLC$34.1K1
289Costello Asset Management, INC$33.4K1
290Parkside Financial Bank & Trust$32.8K1
291Transamerica Financial Advisors, LLC$29.3K1
292Arax Advisory Partners$27.9K1
293WPG Advisers, LLC$27.0K1
294Eurizon Capital SGR S.p.A.$21.6K1
295MATHER GROUP, LLC.$19.9K1
296HRT FINANCIAL LP$17.6K1
297UMB Bank, n.a.$17.0K1
298Sachetta, LLC$16.4K1
299Mitsubishi UFJ Asset Management Co., Ltd.$14.8K1
300NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$11.6K1
301Godfrey Financial Associates, Inc.$11.3K1
302Global X Japan Co., Ltd.$11.1K1
303Larson Financial Group LLC$10.8K1
304Kilter Group LLC$10.4K1
305ASSETMARK, INC$10.0K1
306SJS Investment Consulting Inc.$9.1K1
307INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$8.9K1
308Raleigh Capital Management Inc.$8.7K1
309Physician Wealth Advisors, Inc.$6.9K1
310Martin Capital Partners, LLC$5.7K1
311CVA Family Office, LLC$5.1K1
312Federation des caisses Desjardins du Quebec$5.1K1
313Signature Equity Partners, LLC$5.0K1
314DekaBank Deutsche Girozentrale$4.2K1
315Rialto Wealth Management, LLC$4.1K1
316Owl Creek Wealth Partners LLC$4.0K1
317GSA CAPITAL PARTNERS LLP$3.7K1
318True Wealth Design, LLC$3.6K1
319CANADA LIFE ASSURANCE Co$3.5K1
320Sapience Investments, LLC$3.2K1
321JFS WEALTH ADVISORS, LLC$2.9K1
322SITTNER & NELSON, LLC$2.6K1
323Activest Wealth Management$2.6K1
324Richard W. Paul & Associates, LLC$2.5K1
325Acumen Wealth Advisors, LLC$2.5K1
326Prestige Wealth Management Group LLC$2.3K1
327Wall Street Financial Group, Inc.$2.1K1
328ACADIAN ASSET MANAGEMENT LLC$1.6K1
329South Dakota Investment Council$1.4K1
330Spire Wealth Management$1.4K1
331Clearstead Advisors, LLC$1.3K1
332PARK AVENUE SECURITIES LLC$1.2K1
333Financial Network Wealth Advisors LLC$8441
334Key FInancial Inc$7921
335State of Alaska, Department of Revenue$7841
336DiNuzzo Private Wealth, Inc.$6871
337Investors Portfolio Services LLC$5301
338FINANCIAL CONSULATE, INC$5281
339S&T BANK/PA$4751
340Vermillion Wealth Management, Inc.$3691
341Caitong International Asset Management Co., Ltd$2641
342Annis Gardner Whiting Capital Advisors, LLC$2641
343HFM Investment Advisors, LLC$2641
344KBC Group NV$1731
345Caitlin John, LLC$1581
346Smithfield Trust Co$931
347Rakuten Securities, Inc.$531
348American Capital Advisory, LLC$531
349Capital Advisors, Ltd. LLC$171
350Avion Wealth$01
351VANGUARD GROUP INC$01
352GLENMEDE TRUST CO NA$01
353STATE OF MICHIGAN RETIREMENT SYSTEM$01
354Brandywine Global Investment Management, LLC$01
355COMERICA BANK$01
356CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$01
357TORONTO DOMINION BANK$01
358CIBC WORLD MARKETS CORP$01
359SCHRODER INVESTMENT MANAGEMENT GROUP$01
360NATIXIS$01
361CIBC Private Wealth Group LLC$01
362Graham Capital Management, L.P.$01
363Grantham, Mayo, Van Otterloo & Co. LLC$01
364NORGES BANK$01
365Keel Point, LLC$01
366Verition Fund Management LLC$01
367TWO SIGMA ADVISERS, LP$01
368TCTC Holdings, LLC$01
369FOX RUN MANAGEMENT, L.L.C.$01
370LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$01
371MARK SHEPTOFF FINANCIAL PLANNING, LLC$01
372Trexquant Investment LP$01
373Redwood Grove Capital, LLC$01
374McIlrath & Eck, LLC$01
375DV Trading LLC$01
376Triumph Capital Management$01
377Global Retirement Partners, LLC$01
378Walleye Capital LLC$01
379Qsemble Capital Management, LP$01
380Y-Intercept (Hong Kong) Ltd$01
381Ethic Inc.$01
382Lloyd Advisory Services, LLC.$01
383NFSG Corp$01
384AlphaQuest LLC$01
385Greenland Capital Management LP$01
386PharVision Advisers, LLC$01
387SageView Advisory Group, LLC$01
388ATLAS Infrastructure Partners (UK) Ltd.$01
389Dunhill Financial, LLC$01
390EntryPoint Capital, LLC$01
391Aster Capital Management (DIFC) Ltd$01
392Integrated Quantitative Investments LLC$01
Truncated by Public Filings. The published aggregate ranks the top 392 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 POR

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for POR · financials and macro

Financials — as filed PLANNED

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