Public record / Tickers / PPL

PPL — PPL Corp

Both disclosure regimes on one name: who in Congress filed about PPL, 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
44
all PTR rows naming PPL
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-20
filed 2025-08-20
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

Virginia Foxx · $100K–$250K

Sale · traded 2022-03-14 → filed 2023-01-03. Ranked over every PPL row by the provable lower bound, never a point estimate.

No member disclosed PPL 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.

8 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

2 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. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING PPL · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PPL
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-20Ritchie Torres D–NY-15SaleTraded 07-11 +40d$1K–$15K
2025-08-20Ritchie Torres D–NY-15PurchaseTraded 2024-09-26 LATE·328d$1K–$15K
2023-01-03Virginia Foxx R–NC-5Sale · JT (jointly owned)Traded 2022-03-14 LATE·295d$100K–$250K
2022-11-10Kathy E. Manning D–NC-6Purchase · SP (spouse-owned)Traded 10-12 +29d$1K–$15K
2022-04-05Virginia Foxx R–NC-5Sale · JT (jointly owned)Traded 2021-03-14 LATE·387d$100K–$250K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 44 ↗

Members active in PPL

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

No member disclosed PPL in the trailing 12 months.

Congress ↔ notable managers · PPL

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 · PPL CORP

Merged timeline of congressional filings and notable-manager moves on PPL
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+46,175 sh
2026-05-15Bridgewater Associates 13Fadd+370,735 sh
2026-05-15Soros Fund Management 13Fnew+117,200 sh
2026-05-14Caxton Associates 13Fnew+7,083 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 PPL for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.4B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.8B1
3FRANKLIN RESOURCES INC$1.7B1
4STATE STREET CORP$1.5B1
5VANGUARD PORTFOLIO MANAGEMENT LLC$1.4B1
6Invesco Ltd.$1.1B1
7WELLINGTON MANAGEMENT GROUP LLP$936M1
8GEODE CAPITAL MANAGEMENT, LLC$737M1
9MORGAN STANLEY$648M1
10BANK OF AMERICA CORP /DE/$550M1
11BARCLAYS PLC$511M1
12Boston Partners$484M1
13FMR LLC$478M1
14MILLENNIUM MANAGEMENT LLC$328M1
15CITADEL ADVISORS LLC$318M1
16FEDERATED HERMES, INC.$314M1
17NORTHERN TRUST CORP$300M1
18Point72 Asset Management, L.P.$216M1
19Legal & General Group Plc$208M1
20HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$194M1
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC$193M1
22ALLIANCEBERNSTEIN L.P.$193M1
23MASSACHUSETTS FINANCIAL SERVICES CO /MA/$192M1
24Bank of New York Mellon Corp$179M1
25CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$176M1
26BAHL & GAYNOR INC$160M1
27VANGUARD FIDUCIARY TRUST CO$158M1
28Energy Income Partners, LLC$153M1
29Clearbridge Investments, LLC$139M1
30RAYMOND JAMES FINANCIAL INC$129M1
31ENVESTNET ASSET MANAGEMENT INC$124M1
32TWO SIGMA INVESTMENTS, LP$123M1
33DIMENSIONAL FUND ADVISORS LP$119M1
34WELLS FARGO & COMPANY/MN$117M1
35DUFF & PHELPS INVESTMENT MANAGEMENT CO$115M1
36UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$113M1
37Empower Advisory Group, LLC$102M1
38AMERICAN CENTURY COMPANIES INC$101M1
39ExodusPoint Capital Management, LP$101M1
40BALYASNY ASSET MANAGEMENT L.P.$93.9M1
41JENNISON ASSOCIATES LLC$88.0M1
42ROYAL BANK OF CANADA$86.7M1
43UBS Group AG$85.6M1
44Swiss National Bank$82.9M1
45BANK OF MONTREAL /CAN/$80.5M1
46D. E. Shaw & Co., Inc.$80.1M1
47FIRST TRUST ADVISORS LP$73.9M1
48ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$72.0M1
49Qube Research & Technologies Ltd$71.3M1
50LPL Financial LLC$65.6M1
51Mitsubishi UFJ Asset Management Co., Ltd.$64.2M1
52DEUTSCHE BANK AG\$63.5M1
53Vanguard Global Advisers, LLC$61.6M1
54MANUFACTURERS LIFE INSURANCE COMPANY, THE$61.6M1
55Sumitomo Mitsui Trust Group, Inc.$60.0M1
56Nuveen, LLC$59.4M1
57Cullen Capital Management, LLC$58.9M1
58Jefferies Financial Group Inc.$56.3M1
59VANGUARD ASSET MANAGEMENT, Ltd$53.3M1
60COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$50.2M1
61Squarepoint Ops LLC$50.1M1
62CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$49.5M1
63HSBC HOLDINGS PLC$46.1M1
64WORLDQUANT MILLENNIUM ADVISORS LLC$44.1M1
65BERKSHIRE ASSET MANAGEMENT LLC/PA$44.0M1
66Hudson Bay Capital Management LP$44.0M1
67VICTORY CAPITAL MANAGEMENT INC$43.4M1
68Freestone Grove Partners LP$42.5M1
69National Pension Service$42.3M1
70Janus Henderson Group Ltd.$40.3M1
71Aventail Capital Group, LP$38.1M1
72UniSuper Management Pty Ltd$37.4M1
73CIBC Bancorp USA Inc.$36.2M1
74VOLORIDGE INVESTMENT MANAGEMENT, LLC$35.8M1
75Aberdeen Group plc$33.6M1
76PRINCIPAL FINANCIAL GROUP INC$31.9M1
77Magellan Asset Management Ltd$29.1M1
78Verbena Value LP$28.3M1
79TRUIST FINANCIAL CORP$28.2M1
80STIFEL FINANCIAL CORP$28.2M1
81Allianz Asset Management GmbH$28.1M1
82CITIGROUP INC$28.0M1
83Verition Fund Management LLC$27.7M1
84Vanguard Investments Australia, Ltd.$27.5M1
85AQR CAPITAL MANAGEMENT LLC$26.1M1
86PICTON MAHONEY ASSET MANAGEMENT$24.7M1
87STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$24.5M1
88CANADA PENSION PLAN INVESTMENT BOARD$23.2M1
89Investment Management Corp of Ontario$22.6M1
90Amundi$22.0M1
91Gotham Asset Management, LLC$21.3M1
92MACQUARIE GROUP LTD$21.2M1
93Trexquant Investment LP$20.8M1
94Quantinno Capital Management LP$20.6M1
95AE Wealth Management LLC$20.5M1
96Ensign Peak Advisors, Inc$19.4M1
97Bridgewater Associates, LP$16.3M1
98Asset Management One Co., Ltd.$15.8M1
99STATE OF WISCONSIN INVESTMENT BOARD$15.1M1
100Dana Investment Advisors, Inc.$15.1M1
101HITE Hedge Asset Management LLC$15.1M1
102CIBC Asset Management Inc$15.0M1
103OCCUDO QUANTITATIVE STRATEGIES LP$15.0M1
104COMMONWEALTH EQUITY SERVICES, LLC$14.6M1
105Chevy Chase Trust Holdings, LLC$13.9M1
106Allspring Global Investments Holdings, LLC$13.8M1
107PRUDENTIAL FINANCIAL INC$13.6M1
108Cetera Investment Advisers$13.6M1
109Mariner, LLC$13.5M1
110FACTORY MUTUAL INSURANCE CO$13.2M1
111GQG Partners LLC$13.2M1
112Mitsubishi UFJ Trust & Banking Corp$13.2M1
113AMERIPRISE FINANCIAL INC$13.1M1
114Corient Private Wealth LLC$12.6M1
115SummitTX Capital, L.P.$12.5M1
116APG Asset Management N.V.$12.2M1
117Covalis Capital LLP$12.2M1
118ROYAL LONDON ASSET MANAGEMENT LTD$12.1M1
119NEW YORK STATE COMMON RETIREMENT FUND$11.6M1
120Engineers Gate Manager LP$11.6M1
121Wealthfront Advisers LLC$11.5M1
122Capula Management Ltd$11.5M1
123NOMURA ASSET MANAGEMENT CO LTD$11.1M1
124Tidal Investments LLC$11.0M1
125Greenland Capital Management LP$11.0M1
126Fisher Funds Management LTD$10.9M1
127TD ASSET MANAGEMENT INC$10.9M1
128Cresset Asset Management, LLC$10.8M1
129Universal- Beteiligungs- und Servicegesellschaft mbH$10.7M1
130NATIXIS$10.6M1
131TEMA ETFS LLC$10.5M1
132OSAIC HOLDINGS, INC.$10.4M1
133COMMERCE BANK$10.3M1
134Korea Investment CORP$10.2M1
135Schonfeld Strategic Advisors LLC$10.1M1
136State of New Jersey Common Pension Fund D$9.5M1
137Foster Victor Wealth Advisors, LLC$9.4M1
138Northside Capital Management, LLC$9.1M1
139Resona Asset Management Co.,Ltd.$9.0M1
140Voleon Capital Management LP$9.0M1
141PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$8.9M1
142TORONTO DOMINION BANK$8.9M1
143NEW ENGLAND ASSET MANAGEMENT INC$8.8M1
144SEI INVESTMENTS CO$8.6M1
145Creative Planning$8.5M1
146Sagefield Capital LP$8.5M1
147MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$8.4M1
148Man Group plc$8.4M1
149VOYA INVESTMENT MANAGEMENT LLC$8.3M1
150Aquatic Capital Management LLC$8.1M1
151FIFTH THIRD BANCORP$8.1M1
152PUBLIC SECTOR PENSION INVESTMENT BOARD$8.0M1
153BANK OF NOVA SCOTIA$7.9M1
154Zurcher Kantonalbank (Zurich Cantonalbank)$7.9M1
155Illinois Municipal Retirement Fund$7.8M1
156Ascent Wealth Partners, LLC$7.7M1
157Czech National Bank$7.7M1
158Arizona State Retirement System$7.7M1
159KAYNE ANDERSON CAPITAL ADVISORS LP$7.6M1
160STATE OF MICHIGAN RETIREMENT SYSTEM$7.4M1
161OPPENHEIMER ASSET MANAGEMENT INC.$7.4M1
162Emerald Investment Advisers, LLC$7.3M1
163NISA INVESTMENT ADVISORS, LLC$6.9M1
164Swiss Life Asset Management Ltd$6.9M1
165Atom Investors LP$6.8M1
166Galvin, Gaustad & Stein, LLC$6.7M1
167Pictet Asset Management Holding SA$6.7M1
168GUGGENHEIM CAPITAL LLC$6.6M1
169MetLife Investment Management, LLC$6.6M1
170IFM Investors Pty Ltd$6.3M1
171Grandview Asset Management LLC$6.2M1
172HighTower Advisors, LLC$6.2M1
173Retirement Systems of Alabama$6.0M1
174HENNESSY ADVISORS INC$6.0M1
175Taikang Asset Management (Hong Kong) Co Ltd$5.8M1
176&PARTNERS$5.7M1
177Mirae Asset Global Investments Co., Ltd.$5.5M1
178Woodline Partners LP$5.5M1
179GLENMEDE TRUST CO NA$5.5M1
180Sanctuary Advisors, LLC$5.5M1
181LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$5.2M1
182XPONANCE LLC$5.0M1
183NATIONAL BANK OF CANADA /FI/$5.0M1
184Howard Capital Management, LLC$4.9M1
185O'SHAUGHNESSY ASSET MANAGEMENT, LLC$4.8M1
186Daiwa Securities Group Inc.$4.8M1
187NEOS Investment Management LLC$4.7M1
188US BANCORP \DE\$4.7M1
189Utah Retirement Systems$4.6M1
190Equitable Holdings, Inc.$4.5M1
191SOROS FUND MANAGEMENT LLC$4.5M1
192New Age Alpha Advisors, LLC$4.4M1
193ProShare Advisors LLC$4.3M1
194Rakuten Investment Management, Inc.$4.2M1
195YOUSIF CAPITAL MANAGEMENT, LLC$4.2M1
196Lido Advisors, LLC$4.1M1
197XTX Topco Ltd$4.1M1
198Qsemble Capital Management, LP$4.1M1
199BCS Private Wealth Management, Inc.$4.1M1
200Atria Investments, Inc$4.0M1
201Jacobi Capital Management LLC$3.9M1
202NEW YORK LIFE INVESTMENT MANAGEMENT LLC$3.9M1
203MML INVESTORS SERVICES, LLC$3.9M1
204BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.9M1
205USS Investment Management Ltd$3.8M1
206Vanguard Personalized Indexing Management, LLC$3.8M1
207BTG Pactual Asset Management US LLC$3.8M1
208MACKENZIE FINANCIAL CORP$3.8M1
209MERCER GLOBAL ADVISORS INC /ADV$3.7M1
210Sumitomo Mitsui DS Asset Management Company, Ltd$3.7M1
211NISSAY ASSET MANAGEMENT CORP /JAPAN$3.7M1
212Vinva Investment Management Ltd$3.6M1
213SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.6M1
214ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$3.5M1
215WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.3M1
216Merit Financial Group, LLC$3.3M1
217iSAM Funds (UK) Ltd$3.3M1
218Hennion & Walsh Asset Management, Inc.$3.2M1
219OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.2M1
220Leelyn Smith, LLC$3.2M1
221M&T BANK CORP$3.2M1
222Private Advisor Group, LLC$3.2M1
223DAVENPORT & Co LLC$3.1M1
224Arkfeld Wealth Strategies, L.L.C.$3.1M1
225Quantbot Technologies LP$3.0M1
226CREDIT AGRICOLE S A$3.0M1
227MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.0M1
228Quadrant Private Wealth Management, LLC$2.9M1
229INTECH INVESTMENT MANAGEMENT LLC$2.8M1
230Royal Palms Capital LLC$2.8M1
231Argyle Capital Management, LLC$2.7M1
232Plan Group Financial, LLC$2.7M1
233KCM INVESTMENT ADVISORS LLC$2.7M1
234American Assets Investment Management, LLC$2.7M1
235Pathstone Holdings, LLC$2.6M1
236FIRST NATIONAL TRUST CO$2.6M1
237Portfolio Design Labs, LLC$2.5M1
238TOKIO MARINE ASSET MANAGEMENT CO LTD$2.5M1
239GATEWAY INVESTMENT ADVISERS LLC$2.4M1
240Rafferty Asset Management, LLC$2.3M1
241FULTON BANK, N.A.$2.3M1
242Cerity Partners LLC$2.2M1
243Dynasty Wealth Management, LLC$2.2M1
244NewEdge Advisors, LLC$2.2M1
245CHOREO, LLC$2.1M1
246Rockefeller Capital Management L.P.$2.1M1
247Ascent Group, LLC$2.1M1
248DC Investments Management, LLC$2.0M1
249Advisors Asset Management, Inc.$2.0M1
250Havemeyer Place LP$2.0M1
251StoneX Group Inc.$2.0M1
252NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.0M1
253J.W. COLE ADVISORS, INC.$1.9M1
254MONARCH CAPITAL MANAGEMENT INC$1.9M1
255Fisher Asset Management, LLC$1.9M1
256GREAT LAKES ADVISORS, LLC$1.9M1
257Aptus Capital Advisors, LLC$1.9M1
258Eurizon Capital SGR S.p.A.$1.8M1
259ARBOR CAPITAL MANAGEMENT INC /ADV$1.8M1
260ASSETMARK, INC$1.8M1
261Royal Fund Management, LLC$1.8M1
262Vestmark Advisory Solutions, Inc.$1.7M1
263MIZUHO SECURITIES USA LLC$1.7M1
264NORDEA INVESTMENT MANAGEMENT AB$1.7M1
265EP Wealth Advisors, LLC$1.6M1
266Focus Partners Wealth$1.6M1
267HARTFORD INVESTMENT MANAGEMENT CO$1.6M1
268Kestra Advisory Services, LLC$1.6M1
269VARCOV Co.$1.6M1
270JANE STREET GROUP, LLC$1.6M1
271TRUSTMARK BANK TRUST DEPARTMENT$1.6M1
272Tower Research Capital LLC (TRC)$1.6M1
273Chancellor Financial Group WB LP$1.5M1
274MGO ONE SEVEN LLC$1.5M1
275NewEdge Wealth, LLC$1.5M1
276Quadrature Capital Ltd$1.5M1
277Fideuram Asset Management (Ireland) dac$1.5M1
278Ameritas Investment Partners, Inc.$1.5M1
279CHELSEA COUNSEL CO$1.5M1
280QRG CAPITAL MANAGEMENT, INC.$1.5M1
281Bleakley Financial Group, LLC$1.4M1
282Maryland State Retirement & Pension System$1.4M1
283AMG National Trust Bank$1.4M1
284Steward Partners Investment Advisory, LLC$1.4M1
285Vident Advisory, LLC$1.4M1
286Raleigh Capital Management Inc.$1.4M1
287OPPENHEIMER & CO INC$1.4M1
288ALPS ADVISORS INC$1.4M1
289Crossmark Global Holdings, Inc.$1.3M1
290CWA Asset Management Group, LLC$1.3M1
291BENJAMIN EDWARDS INC$1.3M1
292Tower Wealth Partners, Inc.$1.3M1
293ELEVATION POINT WEALTH PARTNERS, LLC$1.3M1
294Sequoia Financial Advisors, LLC$1.3M1
295World Investment Advisors$1.3M1
296Global Assets Advisory, LLC$1.3M1
297Snowden Capital Advisors LLC$1.3M1
298Norinchukin Bank, The$1.3M1
299Envestnet Portfolio Solutions, Inc.$1.3M1
300Waverly Advisors, LLC$1.3M1
301F/m Investments LLC$1.2M1
302Prospera Financial Services Inc$1.2M1
303Callan Family Office, LLC$1.2M1
304Northwest & Ethical Investments L.P.$1.2M1
305Shum Financial Group, Inc.$1.2M1
306MTM FINANCIAL GROUP, LLC$1.2M1
307HB Wealth Management, LLC$1.2M1
308Federation des caisses Desjardins du Quebec$1.2M1
309Farringdon Capital, Ltd.$1.2M1
310MUFG Securities EMEA plc$1.2M1
311WEALTH ALLIANCE, LLC$1.1M1
312Summit Trail Advisors, LLC$1.1M1
313AFFINITY INVESTMENT ADVISORS, LLC$1.1M1
314Empowered Funds, LLC$1.1M1
315HBK Sorce Advisory LLC$1.1M1
316Kingsview Wealth Management, LLC$1.1M1
317D.A. DAVIDSON & CO.$1.1M1
318Mutual Advisors, LLC$1.1M1
319TD Waterhouse Canada Inc.$1.1M1
320Lighthouse Investment Partners, LLC$1.1M1
321Independent Advisor Alliance$1.1M1
322Sterling Investment Advisors, Ltd.$1.0M1
323TOUNJIAN ADVISORY PARTNERS, LLC$1.0M1
324Saudi Central Bank$1.0M1
325Allegheny Financial Group$1.0M1
326Wealthcare Advisory Partners LLC$1.0M1
327DANSKE BANK A/S$1.0M1
328Saba Capital Management, L.P.$1.0M1
329Alliance Wealth Advisors, LLC$1.0M1
330LIBERTY SQUARE WEALTH PARTNERS LLC$1.0M1
331Xcel Wealth Management, LLC$1.0M1
332CWM, LLC$1.0M1
333KESTRA PRIVATE WEALTH SERVICES, LLC$995K1
334Rodgers Brothers Inc.$990K1
335Huber Capital Management LLC$976K1
336Aspire Private Capital, LLC$970K1
337Marks Group Wealth Management, Inc$965K1
338Empirical Finance, LLC$964K1
339PROFUND ADVISORS LLC$964K1
340Sterling Capital Management LLC$952K1
341INCEPTIONR LLC$944K1
342EXCHANGE TRADED CONCEPTS, LLC$941K1
343Verdence Capital Advisors LLC$940K1
344Quadcap Wealth Management, LLC$919K1
345Zullo Investment Group, Inc.$909K1
346NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$904K1
347Dai-ichi Life Insurance Company, Ltd$898K1
348Wilmington Savings Fund Society, FSB$897K1
349LMR Partners LLP$889K1
350Machina Capital S.A.S.$874K1
351Hudock, Inc.$872K1
352PINNACLE ASSOCIATES LTD$869K1
353Savant Capital, LLC$861K1
354Haverford Trust Co$858K1
355BLAIR WILLIAM & CO/IL$855K1
356Stonebridge Financial Group, LLC$843K1
357Concurrent Investment Advisors, LLC$836K1
358Brevan Howard Capital Management LP$832K1
359North Dakota State Investment Board$817K1
360BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$814K1
361Vise Technologies, Inc.$810K1
362Brooklyn Investment Group$807K1
363Metis Global Partners, LLC$800K1
364Enhancing Capital LLC$798K1
365UNITED CAPITAL FINANCIAL ADVISORS, LLC$789K1
366LFG Wealth Partners, LLC$786K1
367MUFG SECURITIES AMERICAS INC.$782K1
368AIGEN INVESTMENT MANAGEMENT, LP$771K1
369SECURIAN ASSET MANAGEMENT, INC$765K1
370UNIVEST FINANCIAL Corp$752K1
371FOURPATH CAPITAL MANAGEMENT, LLC$751K1
372S&T BANK/PA$745K1
373Retirement Planning Group, LLC$738K1
374FIDUCIARY FAMILY OFFICE, LLC$733K1
375GeoWealth Management, LLC$726K1
376Carnegie Investment Counsel$715K1
377BRASADA CAPITAL MANAGEMENT, LP$712K1
378Athena Wealth Management, LLC$703K1
379WealthTrust Axiom LLC$703K1
380Confluence Wealth Services, Inc.$702K1
381BFSG, LLC$689K1
382HOWE & RUSLING INC$687K1
383Orion Porfolio Solutions, LLC$684K1
384BNP Paribas Asset Management Holding S.A.$679K1
385Canada Post Corp Registered Pension Plan$658K1
386Elevated Capital Advisors, LLC$655K1
387RKL Wealth Management LLC$649K1
388Centiva Capital, LP$647K1
389VAUGHAN & Co SECURITIES, INC.$641K1
390Summit Financial, LLC$640K1
391Centennial Wealth Advisory LLC$631K1
392Cooper Financial Group$624K1
393STEPHENS INC /AR/$623K1
394BLB&B Advisors, LLC$622K1
395AGF MANAGEMENT LTD$621K1
396Moors & Cabot, Inc.$618K1
397NOMURA HOLDINGS INC$615K1
398GREAT VALLEY ADVISOR GROUP, INC.$613K1
399MAI Capital Management$610K1
400B. Metzler seel. Sohn & Co. AG$607K1
401Beacon Pointe Advisors, LLC$595K1
402Gladstone Institutional Advisory LLC$591K1
403Heartland Bank & Trust Co$584K1
404Advisory Alpha, LLC$578K1
405EntryPoint Capital, LLC$576K1
406Meeder Advisory Services, Inc.$575K1
407Northwest Bancshares, Inc.$573K1
408Baltimore-Washington Financial Advisors, Inc.$570K1
409OneDigital Investment Advisors LLC$569K1
410IFS Group,LLC$569K1
411Baird Financial Group, Inc.$566K1
412Northeast Financial Group, Inc.$566K1
413Sagewood Asset Management LP$564K1
414GREENLEAF TRUST$562K1
415MKT Advisors LLC$560K1
416Forza Wealth Management, LLC$558K1
417LEVEL FOUR ADVISORY SERVICES, LLC$557K1
418Ethic Inc.$552K1
419R Squared Ltd$552K1
420GTS SECURITIES LLC$549K1
421NFSG Corp$546K1
422Pure Financial Advisors, LLC$544K1
423Brookstone Capital Management$542K1
424SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$538K1
425Sound View Wealth Advisors Group, LLC$538K1
426Stratos Wealth Partners, LTD.$536K1
427Blue Trust, Inc.$525K1
428Chicago Partners Investment Group LLC$525K1
429LAUREL OAK WEALTH MANAGEMENT, LLC$518K1
430Outlook Wealth Advisors, LLC$518K1
431PERSONAL CFO SOLUTIONS, LLC$515K1
432QUADRANT CAPITAL GROUP LLC$515K1
433Compton Financial Group, LLC$512K1
434Ascentis Independent Advisors$507K1
435Geneos Wealth Management Inc.$506K1
436Bill Few Associates, Inc.$506K1
437Apollon Wealth Management, LLC$496K1
438Frec Markets, Inc.$496K1
439Assenagon Asset Management S.A.$495K1
440Arax Advisory Partners$493K1
441MYCIO WEALTH PARTNERS, LLC$493K1
442WEST PACES ADVISORS INC.$492K1
443Stewardship Advisors, LLC$492K1
444111 Capital$491K1
445Smartleaf Asset Management LLC$482K1
446Excelsior Advisor Network LLC$478K1
447Palacios Wealth Management, LLC$477K1
448WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$476K1
449AVIVA PLC$476K1
450SCHRODER INVESTMENT MANAGEMENT GROUP$471K1
451CHESAPEAKE ASSET MANAGEMENT LLC$469K1
452Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$468K1
453Colonial River Investments, LLC$468K1
454PLIMOTH TRUST CO LLC$468K1
455River Wealth Advisors LLC$467K1
456SIH Partners, LLLP$464K1
457EVOLVE PRIVATE WEALTH, LLC$461K1
458PRINCIPAL SECURITIES, INC.$461K1
459Pinnacle Wealth Management Advisory Group, LLC$459K1
460LAZARD ASSET MANAGEMENT LLC$458K1
461Ledyard National Bank$447K1
462PRIVATE TRUST CO NA$444K1
463Cherokee Insurance Co$439K1
464PUREfi Wealth, LLC$436K1
465Keudell/Morrison Wealth Management$433K1
466Sowell Financial Services LLC$433K1
467AIMZ Investment Advisors, LLC$428K1
468Indivisible Partners$426K1
469KEYBANK NATIONAL ASSOCIATION/OH$424K1
470Compound Planning, Inc.$424K1
471FOX RUN MANAGEMENT, L.L.C.$423K1
472TEACHER RETIREMENT SYSTEM OF TEXAS$422K1
473GC Wealth Management RIA, LLC$418K1
474SAGESPRING WEALTH PARTNERS, LLC$412K1
475Empire Financial Management Company, LLC$410K1
476COLDSTREAM CAPITAL MANAGEMENT INC$405K1
477Laird Norton Wetherby Trust Company, LLC$402K1
478Advyzon Investment Management, LLC$400K1
479CRA Financial Services, LLC$400K1
480Yoffe Investment Management, LLC$386K1
481UMB Bank, n.a.$376K1
482Frank, Rimerman Advisors LLC$374K1
483Code Waechter LLC$366K1
484INTRUST BANK NA$364K1
485Vontobel Holding Ltd.$364K1
486Odyssean, LLC$358K1
487CITIZENS FINANCIAL GROUP INC/RI$354K1
488Marathon Strategic Advisors, LLC$352K1
489SIGNATUREFD, LLC$349K1
490LifeGuide Financial Advisors, LLC$349K1
491Invariant Investment Management$348K1
492Wealth Management Associates, Inc.$347K1
493ENTRUST FINANCIAL LLC$347K1
494Accurate Wealth Management, LLC$346K1
495NORDEN GROUP LLC$346K1
496Twelve Points Wealth Management LLC$344K1
497WealthShield Partners, LLC$341K1
498Thrive Wealth Management, LLC$335K1
499Englebert Financial Advisers, LLC$335K1
500Hilltop National Bank$334K1
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 PPL

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for PPL · financials and macro

Financials — as filed PLANNED

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