Public record / Tickers / PR

PR — Permian Resources Corp

Both disclosure regimes on one name: who in Congress filed about PR, 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
2
all PTR rows naming PR
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-23
filed 2023-08-23
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

Michael Guest · $1.0K–$15.0K

Purchase · traded 2023-08-09 → filed 2023-08-23. Ranked over every PR row by the provable lower bound, never a point estimate.

No member disclosed PR 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.

Every row filed inside 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 PR 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 PR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PR
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-08-23Michael Guest R–MS-3Purchase · SP (spouse-owned)Traded 08-09 +14d$1K–$15K
2023-01-20Jacobs, Christopher L. PurchaseTraded 2022-12-12 +39d$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 2 ↗

Members active in PR

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

No member disclosed PR in the trailing 12 months.

Congress ↔ notable managers · PR

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
1 Moore Capital Management $0 held

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

Merged timeline of congressional filings and notable-manager moves on PR
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+235,693 sh
2026-05-15Moore Capital Management 13Fexit−87,500 sh
2026-05-14Caxton Associates 13Fadd+16,525 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 PR for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.5B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$847M1
3BARROW HANLEY MEWHINNEY & STRAUSS LLC$737M1
4VANGUARD CAPITAL MANAGEMENT LLC$727M1
5DIMENSIONAL FUND ADVISORS LP$668M1
6STATE STREET CORP$548M1
7Post Oak Energy Holdings, LLC$449M1
8WELLINGTON MANAGEMENT GROUP LLP$413M1
9Boston Partners$397M1
10MASSACHUSETTS FINANCIAL SERVICES CO /MA/$347M1
11CITADEL ADVISORS LLC$347M1
12Nuveen, LLC$343M1
13FMR LLC$275M1
14EnCap Investments L.P.$266M1
15AMERICAN CENTURY COMPANIES INC$212M1
16Invesco Ltd.$170M1
17RENAISSANCE TECHNOLOGIES LLC$167M1
18OnyxPoint Global Management LP$161M1
19WESTFIELD CAPITAL MANAGEMENT CO LP$160M1
20Alyeska Investment Group, L.P.$144M1
21JENNISON ASSOCIATES LLC$133M1
22Merewether Investment Management, LP$131M1
23MORGAN STANLEY$127M1
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC$122M1
25ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$121M1
26FIRST TRUST ADVISORS LP$119M1
27NORTHERN TRUST CORP$118M1
28KING LUTHER CAPITAL MANAGEMENT CORP$114M1
29RAYMOND JAMES FINANCIAL INC$109M1
30AQR CAPITAL MANAGEMENT LLC$107M1
31Qube Research & Technologies Ltd$106M1
32PRINCIPAL FINANCIAL GROUP INC$101M1
33VANGUARD FIDUCIARY TRUST CO$98.2M1
34UBS Group AG$87.5M1
35Perpetual Ltd$86.6M1
36Sagefield Capital LP$81.1M1
37Capital World Investors$67.6M1
38ALLIANCEBERNSTEIN L.P.$66.2M1
39Palo Duro Investment Partners, LP$65.8M1
40Freestone Grove Partners LP$64.7M1
41Yaupon Capital Management LP$64.4M1
42BANK OF AMERICA CORP /DE/$63.3M1
43NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$59.8M1
44Point72 Asset Management, L.P.$57.3M1
45Artisan Partners Limited Partnership$56.5M1
46SCHRODER INVESTMENT MANAGEMENT GROUP$53.0M1
47Webs Creek Capital Management LP$52.6M1
48FRANKLIN RESOURCES INC$51.9M1
49SIR Capital Management, L.P.$47.0M1
50FRONTIER CAPITAL MANAGEMENT CO LLC$44.2M1
51Leeward Investments, LLC - MA$41.2M1
52Goehring & Rozencwajg Associates, LLC$38.7M1
53SEI INVESTMENTS CO$36.1M1
54VOLORIDGE INVESTMENT MANAGEMENT, LLC$35.4M1
55MILLENNIUM MANAGEMENT LLC$35.3M1
56Allianz Asset Management GmbH$34.7M1
57CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$34.2M1
58Encompass Capital Advisors LLC$34.1M1
59Susquehanna Portfolio Strategies, LLC$33.4M1
60WESTWOOD HOLDINGS GROUP INC$31.2M1
61UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$31.0M1
62Swiss National Bank$29.8M1
63Connor, Clark & Lunn Investment Management Ltd.$26.0M1
64WELLS FARGO & COMPANY/MN$25.7M1
65Trexquant Investment LP$24.5M1
66Aventail Capital Group, LP$23.4M1
67Distillate Capital Partners LLC$22.4M1
68Man Group plc$22.4M1
69RIVERSTONE HOLDINGS LLC$21.1M1
70Retirement Systems of Alabama$19.4M1
71ROYAL BANK OF CANADA$18.6M1
72Legal & General Group Plc$17.7M1
73MACKENZIE FINANCIAL CORP$17.0M1
74JANE STREET GROUP, LLC$16.3M1
75Holocene Advisors, LP$16.1M1
76TIFF ADVISORY SERVICES, LLC$15.9M1
77Jefferies Financial Group Inc.$15.5M1
78MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$15.0M1
79Empowered Funds, LLC$15.0M1
80STATE OF WISCONSIN INVESTMENT BOARD$14.7M1
811832 Asset Management L.P.$13.6M1
82South Street Advisors LLC$13.5M1
83CASTLEARK MANAGEMENT LLC$13.5M1
84Nixon Capital, LLC$12.8M1
85MANUFACTURERS LIFE INSURANCE COMPANY, THE$12.5M1
86Creative Planning$12.1M1
87VANGUARD ASSET MANAGEMENT, Ltd$11.7M1
88PDT Partners, LLC$11.5M1
89Lido Advisors, LLC$11.0M1
90VAN DEN BERG MANAGEMENT I, INC$11.0M1
91Allspring Global Investments Holdings, LLC$11.0M1
92THOMIST CAPITAL MANAGEMENT, LP$10.9M1
93Qsemble Capital Management, LP$10.8M1
94LMR Partners LLP$10.8M1
95Dana Investment Advisors, Inc.$10.6M1
96ENVESTNET ASSET MANAGEMENT INC$10.6M1
97HITE Hedge Asset Management LLC$10.3M1
98MIZUHO MARKETS AMERICAS LLC$10.3M1
99HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$10.2M1
100Channing Capital Management, LLC$10.2M1
101MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$9.7M1
102AlphaCore Capital LLC$9.5M1
103Vanguard Global Advisers, LLC$9.2M1
104Universal- Beteiligungs- und Servicegesellschaft mbH$9.0M1
105Cerity Partners LLC$8.8M1
106Engineers Gate Manager LP$8.7M1
107CITIGROUP INC$8.3M1
108Walleye Capital LLC$8.1M1
109Mariner, LLC$8.0M1
110Rafferty Asset Management, LLC$7.9M1
111MERCER GLOBAL ADVISORS INC /ADV$7.6M1
112BALYASNY ASSET MANAGEMENT L.P.$7.5M1
113NEW YORK STATE COMMON RETIREMENT FUND$7.4M1
114RR Advisors, LLC$7.4M1
115Hartree Partners, LP$7.3M1
116Aristotle Capital Boston, LLC$7.2M1
117Cetera Investment Advisers$7.0M1
118Aquatic Capital Management LLC$6.9M1
119Aptus Capital Advisors, LLC$6.8M1
120Janus Henderson Group Ltd.$6.7M1
121Soviero Asset Management, LP$6.6M1
122PALISADE CAPITAL MANAGEMENT, LP$6.6M1
123Schonfeld Strategic Advisors LLC$6.6M1
124NATIONAL BANK OF CANADA /FI/$6.5M1
1254D Advisors, LLC$6.4M1
126Zurcher Kantonalbank (Zurich Cantonalbank)$6.3M1
127Focus Partners Wealth$6.3M1
128Larson Financial Group LLC$6.2M1
129Federation des caisses Desjardins du Quebec$6.2M1
130Quantinno Capital Management LP$6.1M1
131Amundi$6.0M1
132SevenBridge Financial Group, LLC$5.9M1
133IEQ CAPITAL, LLC$5.6M1
134Gotham Asset Management, LLC$5.6M1
135Kestra Advisory Services, LLC$5.4M1
136Ensign Peak Advisors, Inc$5.4M1
137LPL Financial LLC$5.4M1
138Verdence Capital Advisors LLC$5.4M1
139FIFTH THIRD BANCORP$5.4M1
140SEVEN GRAND MANAGERS, LLC$5.3M1
141Americana Partners, LLC$5.3M1
142Graham Capital Management, L.P.$5.3M1
143Advisors Asset Management, Inc.$5.3M1
144Tidal Investments LLC$5.2M1
145D. E. Shaw & Co., Inc.$5.1M1
146Rockefeller Capital Management L.P.$4.7M1
147HOMESTEAD ADVISERS CORP$4.6M1
148Y-Intercept (Hong Kong) Ltd$4.6M1
149State of New Jersey Common Pension Fund D$4.5M1
150STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$4.4M1
151PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$4.3M1
152STIFEL FINANCIAL CORP$4.2M1
153WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.2M1
154PINNBROOK CAPITAL MANAGEMENT LP$4.2M1
155READYSTATE ASSET MANAGEMENT LP$4.1M1
156Arizona State Retirement System$4.1M1
157Corient Private Wealth LLC$4.1M1
158Sanctuary Advisors, LLC$4.1M1
159COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.0M1
160FORA Capital, LLC$3.9M1
161STATE OF MICHIGAN RETIREMENT SYSTEM$3.8M1
162Vanguard Investments Australia, Ltd.$3.8M1
163CWM, LLC$3.8M1
1641492 Capital Management LLC$3.7M1
165Grantham, Mayo, Van Otterloo & Co. LLC$3.7M1
166Cresset Asset Management, LLC$3.7M1
167CANADA PENSION PLAN INVESTMENT BOARD$3.6M1
168NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$3.5M1
169FIRST MANHATTAN CO. LLC.$3.5M1
170SANDERS MORRIS HARRIS LLC$3.5M1
171KLP KAPITALFORVALTNING AS$3.3M1
172HSBC HOLDINGS PLC$3.3M1
173OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.2M1
174Waratah Capital Advisors Ltd.$3.2M1
175SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.1M1
176GROUP ONE TRADING LLC$3.1M1
177Jain Global LLC$3.0M1
178SCS Capital Management LLC$3.0M1
179BANK OF MONTREAL /CAN/$3.0M1
180FIRST NATIONAL BANK OF OMAHA$2.9M1
181Walleye Trading LLC$2.9M1
182HighTower Advisors, LLC$2.8M1
183SHARPEPOINT LLC$2.7M1
184Bridgefront Capital, LLC$2.7M1
185DEUTSCHE BANK AG\$2.6M1
186Talon Private Wealth, LLC$2.6M1
187Inspire Investing, LLC$2.6M1
188SCHWARTZ INVESTMENT COUNSEL INC$2.6M1
189XTX Topco Ltd$2.5M1
190Atom Investors LP$2.4M1
191OAK RIDGE INVESTMENTS LLC$2.4M1
192Pictet Asset Management Holding SA$2.4M1
193Quadrature Capital Ltd$2.3M1
194DC Investments Management, LLC$2.3M1
195Brookstone Capital Management$2.2M1
196GeoSphere Capital Management, LLC$2.1M1
197FOX RUN MANAGEMENT, L.L.C.$2.1M1
198SummitTX Capital, L.P.$2.1M1
199Pathstone Holdings, LLC$2.1M1
200L. Roy Papp & Associates, LLP$2.1M1
201MADDEN SECURITIES Corp$2.1M1
202TWO SIGMA INVESTMENTS, LP$2.0M1
203Kendall Capital Management$2.0M1
204BANK OF NOVA SCOTIA$1.9M1
205Numerai GP LLC$1.9M1
206VOYA INVESTMENT MANAGEMENT LLC$1.9M1
207XPONANCE LLC$1.8M1
208OSAIC HOLDINGS, INC.$1.8M1
209Orion Porfolio Solutions, LLC$1.8M1
210COMMONWEALTH EQUITY SERVICES, LLC$1.7M1
211Caption Management, LLC$1.7M1
212Odyssean, LLC$1.7M1
213Empirical Finance, LLC$1.7M1
214Brevan Howard Capital Management LP$1.7M1
215AXQ CAPITAL, LP$1.6M1
216Wealth Management Associates, Inc.$1.6M1
217Curated Wealth Partners LLC$1.6M1
218Brooklyn Investment Group$1.5M1
219Vanguard Personalized Indexing Management, LLC$1.5M1
220OUTFITTERS FINANCIAL LLC$1.5M1
221LAZARD ASSET MANAGEMENT LLC$1.4M1
222M&T BANK CORP$1.4M1
223WBI INVESTMENTS, LLC$1.3M1
224TEACHER RETIREMENT SYSTEM OF TEXAS$1.3M1
225INCEPTIONR LLC$1.3M1
226HANCOCK WHITNEY CORP$1.3M1
227Elo Mutual Pension Insurance Co$1.3M1
228FEDERATED HERMES, INC.$1.3M1
229Caitong International Asset Management Co., Ltd$1.2M1
230SECURIAN ASSET MANAGEMENT, INC$1.2M1
231Requisite Capital Management, LLC$1.1M1
232Concurrent Investment Advisors, LLC$1.1M1
233GUGGENHEIM CAPITAL LLC$1.1M1
234Interval Partners, LP$1.1M1
235First Eagle Investment Management, LLC$1.1M1
236CAXTON ASSOCIATES LLP$1.1M1
237Unison Advisors LLC$1.0M1
238PRUDENTIAL FINANCIAL INC$995K1
239INTECH INVESTMENT MANAGEMENT LLC$985K1
240Impact Partnership Wealth, LLC$983K1
241AIGEN INVESTMENT MANAGEMENT, LP$976K1
242Swiss Life Asset Management Ltd$954K1
243OXFORD ASSET MANAGEMENT LLP$933K1
244Tower Research Capital LLC (TRC)$931K1
245Gallacher Capital Management LLC$931K1
246O'SHAUGHNESSY ASSET MANAGEMENT, LLC$921K1
247Steward Partners Investment Advisory, LLC$900K1
248TECTONIC ADVISORS LLC$859K1
249SHAPIRO CAPITAL MANAGEMENT LLC$853K1
250QUADRANT CAPITAL GROUP LLC$838K1
251Arax Advisory Partners$820K1
252PRINCETON CAPITAL MANAGEMENT LLC$792K1
253Utah Retirement Systems$776K1
254Csenge Advisory Group$775K1
255Quantum Portfolio Management LLC$762K1
256DnB Asset Management AS$760K1
257Sivia Capital Partners, LLC$759K1
258EntryPoint Capital, LLC$758K1
259US BANCORP \DE\$756K1
260Summit Trail Advisors, LLC$721K1
261Maryland State Retirement & Pension System$718K1
262TRUIST FINANCIAL CORP$701K1
263Regal Partners Ltd$682K1
264Focus Partners Advisor Solutions, LLC$665K1
265First National Advisers, LLC$650K1
266MONTGOMERY INVESTMENT MANAGEMENT INC$640K1
267Hennion & Walsh Asset Management, Inc.$634K1
268ProShare Advisors LLC$633K1
269EVOLVE PRIVATE WEALTH, LLC$632K1
270BOOTHBAY FUND MANAGEMENT, LLC$610K1
271Beacon Pointe Advisors, LLC$603K1
272Callan Family Office, LLC$602K1
273&PARTNERS$601K1
274Bleakley Financial Group, LLC$597K1
275Abel Hall, LLC$585K1
276Merit Financial Group, LLC$581K1
277Oliver Luxxe Assets LLC$579K1
278Savant Capital, LLC$562K1
279Magnetar Financial LLC$556K1
280Sequoia Financial Advisors, LLC$555K1
281Crossmark Global Holdings, Inc.$552K1
282RITHOLTZ WEALTH MANAGEMENT$549K1
283EXCHANGE TRADED CONCEPTS, LLC$539K1
284SHELTON CAPITAL MANAGEMENT$526K1
285VestGen Advisors, LLC$521K1
286Knollwood Investment Advisory, LLC$499K1
287Vontobel Holding Ltd.$498K1
288Vise Technologies, Inc.$494K1
289Machina Capital S.A.S.$494K1
290MQS Management LLC$491K1
291CIBC Asset Management Inc$489K1
292CHILTON CAPITAL MANAGEMENT LLC$473K1
293BEESE FULMER INVESTMENT MANAGEMENT, INC.$464K1
294MONETA GROUP INVESTMENT ADVISORS LLC$463K1
295MML INVESTORS SERVICES, LLC$462K1
296HB Wealth Management, LLC$446K1
297North Dakota State Investment Board$443K1
298Chicago Partners Investment Group LLC$441K1
299CHOREO, LLC$432K1
300Signal Advisors Wealth, LLC$425K1
301UNITED CAPITAL FINANCIAL ADVISORS, LLC$423K1
302Uncommon Cents Investing LLC$416K1
303BROWN ADVISORY INC$412K1
304Voleon Capital Management LP$406K1
305QRG CAPITAL MANAGEMENT, INC.$396K1
306Waverly Advisors, LLC$393K1
307GATEWAY INVESTMENT ADVISERS LLC$380K1
308Brand Asset Management Group, Inc.$376K1
309Avior Wealth Management, LLC$375K1
310Verition Fund Management LLC$369K1
311Meiji Yasuda Asset Management Co Ltd.$364K1
312Frank, Rimerman Advisors LLC$363K1
313Mitsubishi UFJ Trust & Banking Corp$358K1
314PRINCIPAL SECURITIES, INC.$358K1
315CITIZENS FINANCIAL GROUP INC/RI$352K1
316MAI Capital Management$346K1
317Paragon Capital Management Ltd$342K1
318PRELUDE CAPITAL MANAGEMENT, LLC$342K1
319Register Financial Advisors LLC$337K1
320PICKERING ENERGY PARTNERS LP$320K1
321Per Stirling Capital Management, LLC.$319K1
322OCCUDO QUANTITATIVE STRATEGIES LP$313K1
323Apollon Wealth Management, LLC$313K1
324BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$313K1
325WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$306K1
326Caprock Group, LLC$301K1
327SIGNATUREFD, LLC$299K1
328SteelPeak Wealth, LLC$295K1
329Allworth Financial LP$295K1
330HARMONY ASSET MANAGEMENT LLC$293K1
331Index Technologies Group LLC$291K1
332PROFUND ADVISORS LLC$287K1
333COLDSTREAM CAPITAL MANAGEMENT INC$275K1
334NorthCrest Asset Manangement, LLC$272K1
335Baker Avenue Asset Management, LP$270K1
336Private Advisor Group, LLC$266K1
337Headlands Technologies LLC$255K1
338OPPENHEIMER & CO INC$250K1
339Hardin Capital Partners, LLC$245K1
340Krilogy Financial LLC$244K1
341NICOLET BANKSHARES INC$243K1
342Laird Norton Wetherby Trust Company, LLC$240K1
343Sagewood Asset Management LP$236K1
344TWINBEECH CAPITAL LP$235K1
345IMC-Chicago, LLC$234K1
346CI INVESTMENTS INC.$233K1
347Legacy Capital Wealth Partners, LLC$233K1
348GW HENSSLER & ASSOCIATES LTD$226K1
349DAYMARK WEALTH PARTNERS, LLC$226K1
350Wedmont Private Capital$223K1
351Bull Harbor Capital LLC$220K1
352NewEdge Wealth, LLC$216K1
353Baird Financial Group, Inc.$212K1
354iSAM Funds (UK) Ltd$208K1
355Compound Planning, Inc.$207K1
356Vestmark Advisory Solutions, Inc.$206K1
357SCP Investment, LP$205K1
358Virtus Investment Advisers, LLC$202K1
359Eurizon Capital SGR S.p.A.$190K1
360UMB Bank, n.a.$183K1
361Smartleaf Asset Management LLC$108K1
362Legacy Wealth Managment, LLC/ID$100.0K1
363Wilmington Savings Fund Society, FSB$89.5K1
364SouthState Bank Corp$88.0K1
365Truvestments Capital LLC$82.7K1
366Hilltop National Bank$82.4K1
367NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$79.9K1
368Parkside Financial Bank & Trust$62.4K1
369State of Wyoming$60.4K1
370SALEM INVESTMENT COUNSELORS INC$57.7K1
371Mitsubishi UFJ Asset Management Co., Ltd.$55.5K1
372Pinnacle Wealth Planning Services, Inc.$53.7K1
373Vanguard National Trust Co$44.2K1
374SHP Wealth Management$42.4K1
375Quarry LP$42.2K1
376Evelyn Partners Investment Management LLP$30.6K1
377SJS Investment Consulting Inc.$30.1K1
378Banque Cantonale Vaudoise$23.0K1
379TD Waterhouse Canada Inc.$21.7K1
380Smallwood Wealth Investment Management, LLC$20.3K1
381CONTRAVISORY INVESTMENT MANAGEMENT, INC.$18.8K1
382VAN ECK ASSOCIATES CORP$18.5K1
383Treasurer of the State of North Carolina$17.1K1
384True Wealth Design, LLC$16.7K1
385CVA Family Office, LLC$16.5K1
386Sapience Investments, LLC$16.2K1
387Founders Capital Management$14.9K1
388ASSETMARK, INC$14.2K1
389Bell Investment Advisors, Inc$14.1K1
390FARMERS & MERCHANTS INVESTMENTS INC$13.3K1
391MEEDER ASSET MANAGEMENT INC$12.8K1
392JPL Wealth Management, LLC$12.8K1
393UNC Management Company, Inc.$10.3K1
394Blue Trust, Inc.$9.5K1
395JFS WEALTH ADVISORS, LLC$9.2K1
396Geneos Wealth Management Inc.$8.5K1
397THRIVENT FINANCIAL FOR LUTHERANS$7.6K1
398Clearstead Trust, LLC$6.7K1
399Kemnay Advisory Services Inc.$6.6K1
400INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$6.2K1
401ALGERT GLOBAL LLC$4.6K1
402Owl Creek Wealth Partners LLC$4.6K1
403Employees Retirement System of Texas$4.5K1
404Triumph Capital Management$4.3K1
405Activest Wealth Management$4.2K1
406Private Wealth Management Group, LLC$3.9K1
407CHELSEA COUNSEL CO$3.6K1
408Clearstead Advisors, LLC$3.5K1
409Valued Wealth Advisors LLC$3.2K1
410WPG Advisers, LLC$3.2K1
411Transamerica Financial Advisors, LLC$3.1K1
412Cromwell Holdings LLC$2.8K1
413South Dakota Investment Council$2.5K1
414Rialto Wealth Management, LLC$2.4K1
415Glen Eagle Advisors, LLC$2.3K1
416Financial Network Wealth Advisors LLC$2.2K1
417CROWN ADVISORS MANAGEMENT, INC.$2.1K1
418Sunrise Financial Services, LLC$1.8K1
419Physician Wealth Advisors, Inc.$1.6K1
420State of Alaska, Department of Revenue$1.5K1
421ALBION FINANCIAL GROUP /UT$1.5K1
422MV CAPITAL MANAGEMENT, INC.$1.5K1
423West Financial Advisors, LLC$1.5K1
424DiNuzzo Private Wealth, Inc.$1.4K1
425Quaker Wealth Management, LLC$1.3K1
426American Capital Advisory, LLC$1.3K1
427HERITAGE INVESTORS MANAGEMENT CORP$1.3K1
428Retirement Wealth Solutions LLC$1.3K1
429MCGUIRE CAPITAL ADVISORS INC$1.1K1
430Vermillion Wealth Management, Inc.$1.1K1
431HFM Investment Advisors, LLC$1.1K1
432Kilter Group LLC$9811
433Signature Equity Partners, LLC$4901
434KBC Group NV$4851
435Cassaday & Co Wealth Management LLC$4481
436TopTier Wealth Management, LLC$4261
437Prestige Wealth Management Group LLC$2991
4383 FACTOR INDEXING, LLC$2781
439Stone House Investment Management, LLC$2771
440Key FInancial Inc$2771
441GHP Investment Advisors, Inc.$1921
442DekaBank Deutsche Girozentrale$1291
443Rakuten Securities, Inc.$851
444Harel Insurance Investments & Financial Services Ltd.$721
445Raleigh Capital Management Inc.$141
446Capital Advisors, Ltd. LLC$51
447Avion Wealth$11
448VANGUARD GROUP INC$01
449STEPHENS INC /AR/$01
450HARBOUR INVESTMENTS, INC.$01
451COMERICA BANK$01
452TORONTO DOMINION BANK$01
453VIRGINIA RETIREMENT SYSTEMS ET Al$01
454NOMURA ASSET MANAGEMENT CO LTD$01
455ARISTEIA CAPITAL, L.L.C.$01
456COOKSON PEIRCE & CO INC$01
457CREDIT AGRICOLE S A$01
458NORDEA INVESTMENT MANAGEMENT AB$01
459CIBC Private Wealth Group LLC$01
460CoreCommodity Management, LLC$01
461TimesSquare Capital Management, LLC$01
462PEAK6 LLC$01
463Ruffer LLP$01
464MOORE CAPITAL MANAGEMENT, LP$01
465GTS SECURITIES LLC$01
466TWO SIGMA ADVISERS, LP$01
467EnCap Energy Capital Fund VIII, L.P.$01
468Leonteq Securities AG$01
469Vestcor Inc$01
470MIRABELLA FINANCIAL SERVICES LLP$01
471Gator Capital Management, LLC$01
472Lighthouse Investment Partners, LLC$01
473MARK SHEPTOFF FINANCIAL PLANNING, LLC$01
474Squarepoint Ops LLC$01
475OneDigital Investment Advisors LLC$01
476EnCap Energy Capital Fund XI, L.P.$01
477Counterpoint Mutual Funds LLC$01
478DV Trading LLC$01
479Midwest Professional Planners, LTD.$01
480WORLDQUANT MILLENNIUM ADVISORS LLC$01
481Global Retirement Partners, LLC$01
482Oak Thistle LLC$01
483Cynosure Group, LLC$01
484Inscription Capital, LLC$01
485NICOLET ADVISORY SERVICES, LLC$01
486Woodline Partners LP$01
487Sourcerock Group LLC$01
488Mach-1 Financial Group, LLC$01
489Optiver Holding B.V.$01
490AlphaQuest LLC$01
491Forum Financial Management, LP$01
492SageView Advisory Group, LLC$01
493Dunhill Financial, LLC$01
494nVerses Capital, LLC$01
495Ashton Thomas Private Wealth, LLC$01
496Havemeyer Place LP$01
497Wealth Watch Advisors, INC$01
498Aster Capital Management (DIFC) Ltd$01
499FEARNLEY ASSET MANAGEMENT AS$01
500Dockside 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)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 PR

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for PR · financials and macro

Financials — as filed PLANNED

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