Public record / Tickers / PSA

PSA — Public Storage

Both disclosure regimes on one name: who in Congress filed about PSA, 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
19
all PTR rows naming PSA
Members · 12m
3
1 buys · 2 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

Daniel S. Goldman · $50.0K–$100K

Sale · traded 2023-07-12 → filed 2023-08-13. Ranked over every PSA row by the provable lower bound, never a point estimate.

3 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.

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

5 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. 5 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING PSA · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PSA
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-02-06Virginia Foxx R–NC-5SaleTraded 01-12 +25d$1K–$15K
2026-01-12Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 2025-12-19 +24d$1K–$15K
2025-09-12Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 08-05 +38d$1K–$15K
2025-01-06Virginia Foxx R–NC-5PurchaseTraded 2024-12-06 +31d$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 19 ↗

Members active in PSA

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing PSA 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
Gilbert Ray Cisneros, Jr. D–CA-311−$15.0K to −$1.0K2
Virginia Foxx R–NC-51−$15.0K to −$1.0K3

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

Congress ↔ notable managers · PSA

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

Trimming
0 $0 held

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

Merged timeline of congressional filings and notable-manager moves on PSA
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+5,852 sh
2026-05-15Bridgewater Associates 13Fadd+2,191 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

full holders view ↗
Top institutional holders of PSA for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$4.5B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$3.7B1
3VANGUARD CAPITAL MANAGEMENT LLC$2.8B1
4STATE STREET CORP$2.8B1
5Capital International Investors$1.7B1
6GEODE CAPITAL MANAGEMENT, LLC$1.1B1
7FMR LLC$981M1
8CHARLES SCHWAB INVESTMENT MANAGEMENT INC$870M1
9NORTHERN TRUST CORP$625M1
10DIMENSIONAL FUND ADVISORS LP$618M1
11APG Asset Management US Inc.$579M1
12BARROW HANLEY MEWHINNEY & STRAUSS LLC$510M1
13Clearbridge Investments, LLC$508M1
14Legal & General Group Plc$506M1
15MORGAN STANLEY$495M1
16UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$443M1
17Invesco Ltd.$420M1
18WELLINGTON MANAGEMENT GROUP LLP$394M1
19AMERIPRISE FINANCIAL INC$330M1
20Capital Research Global Investors$327M1
21CENTERSQUARE INVESTMENT MANAGEMENT LLC$326M1
22Bank of New York Mellon Corp$271M1
23VANGUARD FIDUCIARY TRUST CO$242M1
24ROYAL BANK OF CANADA$241M1
25Daiwa Securities Group Inc.$241M1
261832 Asset Management L.P.$233M1
27Sumitomo Mitsui Trust Group, Inc.$228M1
28Nuveen, LLC$222M1
29MASSACHUSETTS FINANCIAL SERVICES CO /MA/$212M1
30BANK OF AMERICA CORP /DE/$204M1
31UBS Group AG$185M1
32DEUTSCHE BANK AG\$180M1
33DUFF & PHELPS INVESTMENT MANAGEMENT CO$150M1
34Amundi$149M1
35HSBC HOLDINGS PLC$149M1
36MONTRUSCO BOLTON INVESTMENTS INC.$136M1
37CITIGROUP INC$133M1
38Mitsubishi UFJ Asset Management Co., Ltd.$132M1
39Swiss National Bank$126M1
40CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$116M1
41WELLS FARGO & COMPANY/MN$110M1
42AMERICAN CENTURY COMPANIES INC$107M1
43CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$106M1
44HighTower Advisors, LLC$96.2M1
45Vanguard Global Advisers, LLC$93.6M1
46Aberdeen Group plc$90.7M1
47Bank Julius Baer & Co. Ltd, Zurich$85.0M1
48CANADA PENSION PLAN INVESTMENT BOARD$83.4M1
49NOMURA ASSET MANAGEMENT CO LTD$81.2M1
50Asset Management One Co., Ltd.$80.0M1
51PRUDENTIAL FINANCIAL INC$79.9M1
52SEI INVESTMENTS CO$79.9M1
53NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$79.5M1
54RAYMOND JAMES FINANCIAL INC$76.8M1
55HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$75.6M1
56National Pension Service$74.8M1
57VANGUARD ASSET MANAGEMENT, Ltd$74.4M1
58ALLIANCEBERNSTEIN L.P.$72.8M1
59BAMCO INC /NY/$72.3M1
60PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$70.0M1
61Janus Henderson Group Ltd.$65.0M1
62SCHRODER INVESTMENT MANAGEMENT GROUP$64.3M1
63PRINCIPAL FINANCIAL GROUP INC$63.6M1
64CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$59.4M1
65ENVESTNET ASSET MANAGEMENT INC$52.0M1
66NEW YORK STATE COMMON RETIREMENT FUND$51.8M1
67FIRST TRUST ADVISORS LP$50.8M1
68Vanguard Investments Australia, Ltd.$49.8M1
69Universal- Beteiligungs- und Servicegesellschaft mbH$47.8M1
70Allianz Asset Management GmbH$47.2M1
71Swedbank AB$45.5M1
72Perpetual Ltd$42.6M1
73Capital International, Inc./CA/$42.0M1
74MACQUARIE GROUP LTD$41.7M1
75GREAT LAKES ADVISORS, LLC$40.6M1
76Apollo Management Holdings, L.P.$39.0M1
77TD ASSET MANAGEMENT INC$38.8M1
78Gotham Asset Management, LLC$38.6M1
79LPL Financial LLC$38.2M1
80STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$37.9M1
81Zurcher Kantonalbank (Zurich Cantonalbank)$36.7M1
82AVIVA PLC$36.0M1
83ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$34.2M1
84Quantinno Capital Management LP$33.9M1
85CI INVESTMENTS INC.$33.8M1
86Retirement Systems of Alabama$32.9M1
87TEACHER RETIREMENT SYSTEM OF TEXAS$32.7M1
88CITADEL ADVISORS LLC$32.3M1
89WESTWOOD HOLDINGS GROUP INC$30.6M1
90AEW CAPITAL MANAGEMENT L P$30.1M1
91Artisan Partners Limited Partnership$29.9M1
92COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$29.4M1
93BANK OF MONTREAL /CAN/$29.0M1
94Carnegie Investment Counsel$28.8M1
95HEITMAN REAL ESTATE SECURITIES LLC$28.2M1
96Lansforsakringar Fondforvaltning AB (publ)$28.2M1
97MANUFACTURERS LIFE INSURANCE COMPANY, THE$28.1M1
98State of New Jersey Common Pension Fund D$28.1M1
99AQR CAPITAL MANAGEMENT LLC$26.4M1
100SEB Asset Management AB$26.1M1
101Resona Asset Management Co.,Ltd.$25.2M1
102STOREBRAND ASSET MANAGEMENT AS$24.9M1
103Chevy Chase Trust Holdings, LLC$24.2M1
104FEDERATED HERMES, INC.$24.1M1
105Hudson Bay Capital Management LP$23.8M1
106Cetera Investment Advisers$23.4M1
107STIFEL FINANCIAL CORP$23.2M1
108STATE OF WISCONSIN INVESTMENT BOARD$23.2M1
109FLPUTNAM INVESTMENT MANAGEMENT CO$22.6M1
110Cerity Partners LLC$22.0M1
111HEARTLAND ADVISORS INC$21.4M1
112VICTORY CAPITAL MANAGEMENT INC$21.4M1
113OSTERWEIS CAPITAL MANAGEMENT INC$21.3M1
114WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$21.3M1
115Weil Company, Inc.$20.6M1
116Soapstone Management L.P.$20.3M1
117DANSKE BANK A/S$20.2M1
118B&I Capital AG$20.2M1
119Mitsubishi UFJ Trust & Banking Corp$19.9M1
120CIBC WORLD MARKET INC.$19.8M1
121Pictet Asset Management Holding SA$19.6M1
122APG Asset Management N.V.$18.8M1
123ROYAL LONDON ASSET MANAGEMENT LTD$18.7M1
124TORONTO DOMINION BANK$18.6M1
125Schonfeld Strategic Advisors LLC$18.3M1
126CIBC Bancorp USA Inc.$18.0M1
127Korea Investment CORP$17.9M1
128Corient Private Wealth LLC$17.8M1
129FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$17.3M1
130NATIXIS$16.4M1
131KLP KAPITALFORVALTNING AS$16.2M1
132Sumitomo Mitsui DS Asset Management Company, Ltd$16.1M1
133IFM Investors Pty Ltd$15.6M1
134BNP Paribas Asset Management Holding S.A.$14.7M1
135NATIONAL BANK OF CANADA /FI/$14.2M1
136NEOS Investment Management LLC$14.1M1
137COMMERCE BANK$13.5M1
138Tredje AP-fonden$13.3M1
139UniSuper Management Pty Ltd$12.9M1
140CREDIT AGRICOLE S A$12.8M1
141FIFTH THIRD BANCORP$12.5M1
142Metis Global Partners, LLC$12.4M1
143FRANKLIN RESOURCES INC$12.3M1
144NISSAY ASSET MANAGEMENT CORP /JAPAN$12.3M1
145NISA INVESTMENT ADVISORS, LLC$12.2M1
146PUBLIC SECTOR PENSION INVESTMENT BOARD$12.2M1
147Edge Wealth Management LLC$12.0M1
148STATE OF MICHIGAN RETIREMENT SYSTEM$11.8M1
149ISTHMUS PARTNERS, LLC$11.8M1
150UMB Bank, n.a.$11.8M1
151Arizona State Retirement System$11.7M1
152Czech National Bank$11.7M1
153Uniplan Investment Counsel, Inc.$11.5M1
154FIL Ltd$11.5M1
155SCOTIA CAPITAL INC.$11.3M1
156Adelante Capital Management LLC$11.2M1
157Capital Investment Advisors, LLC$11.1M1
158CWA Asset Management Group, LLC$10.8M1
159CIBC Asset Management Inc$10.4M1
160COMMONWEALTH EQUITY SERVICES, LLC$10.3M1
161CHILTON CAPITAL MANAGEMENT LLC$10.2M1
162Ensign Peak Advisors, Inc$10.1M1
163BANK OF NOVA SCOTIA$10.1M1
164Mirae Asset Global Investments Co., Ltd.$9.7M1
165Federation des caisses Desjardins du Quebec$9.6M1
166Swiss Life Asset Management Ltd$9.5M1
167OLD NATIONAL BANCORP /IN/$9.4M1
168Baird Financial Group, Inc.$9.2M1
169O'SHAUGHNESSY ASSET MANAGEMENT, LLC$9.2M1
170Waverly Advisors, LLC$9.2M1
171Aptus Capital Advisors, LLC$9.1M1
172NORDEA INVESTMENT MANAGEMENT AB$9.1M1
173USS Investment Management Ltd$9.1M1
174&PARTNERS$9.0M1
175US BANCORP \DE\$9.0M1
176DnB Asset Management AS$8.9M1
177Columbus Macro, LLC$8.8M1
178Calamos Advisors LLC$8.7M1
179XPONANCE LLC$8.5M1
180NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8.3M1
181MILLENNIUM MANAGEMENT LLC$8.3M1
182Seven Post Investment Office LP$8.3M1
183Wealthfront Advisers LLC$8.0M1
184New Age Alpha Advisors, LLC$7.9M1
185STEPHENS INC /AR/$7.9M1
186Y-Intercept (Hong Kong) Ltd$7.9M1
187Edgemoor Investment Advisors, Inc.$7.8M1
188ADAMS DIVERSIFIED EQUITY FUND, INC.$7.8M1
189Sophron Capital Management L.P.$7.8M1
190EQUITABLE TRUST CO$7.8M1
191OP Asset Management Ltd$7.7M1
192ProShare Advisors LLC$7.7M1
193OSAIC HOLDINGS, INC.$7.6M1
194GUGGENHEIM CAPITAL LLC$7.6M1
195FIDUCIARY TRUST CO$7.5M1
196Dakota Wealth Management$7.4M1
197SHEETS SMITH WEALTH MANAGEMENT$7.3M1
198Creative Planning$7.1M1
199VOYA INVESTMENT MANAGEMENT LLC$7.0M1
200CLIFFORD SWAN INVESTMENT COUNSEL LLC$7.0M1
201DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$7.0M1
202Utah Retirement Systems$7.0M1
203GSI Capital Advisors LLC$6.6M1
204TOMPKINS FINANCIAL CORP$6.6M1
205NEW YORK LIFE INVESTMENT MANAGEMENT LLC$6.4M1
206Eastover Investment Advisors LLC$6.2M1
207Rakuten Investment Management, Inc.$6.2M1
208TRUIST FINANCIAL CORP$6.2M1
209NOMURA HOLDINGS INC$6.1M1
210Andra AP-fonden$6.1M1
211MERCER GLOBAL ADVISORS INC /ADV$6.0M1
212Ellsworth Advisors, LLC$5.9M1
213ADVOCATE GROUP LLC$5.9M1
214BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$5.9M1
215MACKENZIE FINANCIAL CORP$5.9M1
216SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.8M1
217Tidal Investments LLC$5.8M1
218Candriam S.C.A.$5.7M1
219Masterton Capital Management, LP$5.4M1
220M&T BANK CORP$5.3M1
221Trajan Wealth LLC$5.3M1
222Rockefeller Capital Management L.P.$5.3M1
223MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$5.1M1
224Sequoia Financial Advisors, LLC$5.1M1
225Osmosis Investment Management UK Ltd$5.1M1
226Te Ahumairangi Investment Management Ltd$5.0M1
227Baker Ellis Asset Management LLC$4.9M1
228Kestra Advisory Services, LLC$4.9M1
229OREGON PUBLIC EMPLOYEES RETIREMENT FUND$4.9M1
230Edgestream Partners, L.P.$4.7M1
231MAI Capital Management$4.7M1
232Sanctuary Advisors, LLC$4.7M1
233Investment Management Corp of Ontario$4.6M1
234MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.6M1
235Norinchukin Bank, The$4.5M1
236BANK OF NOVA SCOTIA TRUST CO$4.5M1
237Advisors Asset Management, Inc.$4.5M1
238CWM, LLC$4.5M1
2391834 INVESTMENT ADVISORS CO$4.4M1
240Vinva Investment Management Ltd$4.3M1
241Northwest Bancshares, Inc.$4.2M1
242Siemens Fonds Invest GmbH$4.1M1
243NewEdge Advisors, LLC$4.1M1
244Focus Partners Wealth$4.0M1
245Rafferty Asset Management, LLC$4.0M1
246SGL Investment Advisors, Inc.$4.0M1
247D.A. DAVIDSON & CO.$4.0M1
248Stablepoint Partners, LLC$4.0M1
249Third View Private Wealth, LLC$3.9M1
250Steward Partners Investment Advisory, LLC$3.9M1
251Avanza Fonder AB$3.9M1
252Vanguard Personalized Indexing Management, LLC$3.9M1
253TWO SIGMA INVESTMENTS, LP$3.7M1
254Ethic Inc.$3.6M1
255LONGFELLOW INVESTMENT MANAGEMENT CO LLC$3.6M1
256BENJAMIN EDWARDS INC$3.6M1
257FULLER & THALER ASSET MANAGEMENT, INC.$3.5M1
258SummitTX Capital, L.P.$3.4M1
259Verition Fund Management LLC$3.4M1
260Squarepoint Ops LLC$3.4M1
261Eurizon Capital SGR S.p.A.$3.3M1
262EXENCIAL WEALTH ADVISORS, LLC$3.2M1
263Naviter Wealth, LLC$3.0M1
264First Nebraska Trust Co$3.0M1
265Capital Investment Counsel, LLC$2.9M1
266Beacon Pointe Advisors, LLC$2.9M1
267MML INVESTORS SERVICES, LLC$2.9M1
268Bragg Financial Advisors, Inc$2.9M1
269WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$2.8M1
270Inspire Investing, LLC$2.8M1
271Private Capital Management, LLC$2.8M1
272Crossmark Global Holdings, Inc.$2.7M1
273PEAK6 LLC$2.7M1
274KEYBANK NATIONAL ASSOCIATION/OH$2.7M1
275SIGMA INVESTMENT COUNSELORS INC$2.6M1
276MIZUHO SECURITIES USA LLC$2.6M1
277INTECH INVESTMENT MANAGEMENT LLC$2.5M1
278XTX Topco Ltd$2.5M1
279Equitable Holdings, Inc.$2.5M1
280Sowell Financial Services LLC$2.5M1
281Vident Advisory, LLC$2.5M1
282Graham Capital Management, L.P.$2.4M1
283Systematic Alpha Investments, LLC$2.4M1
284Allworth Financial LP$2.4M1
285FOUNDERS FINANCIAL SECURITIES LLC$2.4M1
286ONTARIO TEACHERS PENSION PLAN BOARD$2.4M1
287Jefferies Financial Group Inc.$2.4M1
288DRW Securities, LLC$2.4M1
289OPPENHEIMER ASSET MANAGEMENT INC.$2.3M1
290ABN AMRO INVESTMENT SOLUTIONS$2.3M1
291Dynamic Advisor Solutions LLC$2.3M1
292Weaver Capital Management LLC$2.3M1
293Pathstone Holdings, LLC$2.3M1
294Presima Securities ULC$2.2M1
295DoubleLine ETF Adviser LP$2.2M1
296Capital Management Associates, Inc$2.2M1
297Spartan Wealth Advisory Services LLC$2.2M1
298AG2R LA MONDIALE GESTION D'ACTIFS$2.1M1
299Pure Financial Advisors, LLC$2.1M1
300Vanderbilt University$2.1M1
301Maryland State Retirement & Pension System$2.1M1
302BLI - Banque de Luxembourg Investments$2.1M1
303Johnson Financial Group, Inc.$2.1M1
304REGATTA CAPITAL GROUP, LLC$2.1M1
305KESTRA PRIVATE WEALTH SERVICES, LLC$2.0M1
306Mediolanum International Funds Ltd$2.0M1
307CHATHAM CAPITAL GROUP, INC.$2.0M1
308Allspring Global Investments Holdings, LLC$2.0M1
309Summit Trail Advisors, LLC$2.0M1
310OMERS ADMINISTRATION Corp$2.0M1
311LMR Partners LLP$2.0M1
312Generali Investments CEE, investicni spolecnost, a.s.$2.0M1
313LBP AM SA$2.0M1
314Zimmer Partners, LP$2.0M1
315Columbia Bank$1.9M1
316LDR Capital Management LLC$1.9M1
317Fideuram Asset Management (Ireland) dac$1.9M1
318Werlinich Asset Management, LLC$1.8M1
319Orion Porfolio Solutions, LLC$1.8M1
320Tower Research Capital LLC (TRC)$1.8M1
321MUFG Securities EMEA plc$1.8M1
322ALLEN WEALTH MANAGEMENT, LLC$1.7M1
323Sawyer & Company, Inc$1.7M1
324GeoWealth Management, LLC$1.7M1
325Texas Yale Capital Corp.$1.7M1
326Ramirez Asset Management, Inc.$1.7M1
327Woodline Partners LP$1.7M1
328Independent Advisor Alliance$1.7M1
329Jain Global LLC$1.6M1
330Concurrent Investment Advisors, LLC$1.6M1
331Capital Group Private Client Services, Inc.$1.6M1
332Saudi Central Bank$1.6M1
333BROWN ADVISORY INC$1.6M1
334Merit Financial Group, LLC$1.6M1
335Drucker Wealth 3.0, LLC$1.6M1
336Empowered Funds, LLC$1.5M1
337Ashton Thomas Private Wealth, LLC$1.5M1
338NAPLES GLOBAL ADVISORS, LLC$1.5M1
339Plato Investment Management Ltd$1.5M1
340Triton Financial Group Inc$1.5M1
341E. Ohman J:or Asset Management AB$1.5M1
342AZZAD ASSET MANAGEMENT INC /ADV$1.5M1
343Columbia Asset Management$1.5M1
344Clare Market Investments LLC$1.4M1
345Banque Cantonale Vaudoise$1.4M1
346TOKIO MARINE ASSET MANAGEMENT CO LTD$1.4M1
347Atria Investments, Inc$1.4M1
348KORNITZER CAPITAL MANAGEMENT INC /KS$1.4M1
349CSS LLC/IL$1.4M1
350NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.4M1
351BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.4M1
352Westerkirk Capital Inc.$1.4M1
353HANCOCK WHITNEY CORP$1.4M1
354ASR Vermogensbeheer N.V.$1.3M1
355ABSHER WEALTH MANAGEMENT, LLC$1.3M1
356Arax Advisory Partners$1.3M1
357MGO ONE SEVEN LLC$1.3M1
358BANQUE PICTET & CIE SA$1.3M1
359Brooklyn Investment Group$1.3M1
360J. Safra Sarasin Holding AG$1.3M1
361OSSIAM$1.3M1
362JPL Wealth Management, LLC$1.3M1
363FIRST MANHATTAN CO. LLC.$1.3M1
364STANSBERRY ASSET MANAGEMENT, LLC$1.3M1
365Hennion & Walsh Asset Management, Inc.$1.3M1
366Apollon Wealth Management, LLC$1.2M1
367North Dakota State Investment Board$1.2M1
368OPPENHEIMER & CO INC$1.2M1
369ARBOR CAPITAL MANAGEMENT INC /ADV$1.2M1
370XML Financial, LLC$1.2M1
371UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.2M1
372COHEN & STEERS, INC.$1.2M1
373MUFG SECURITIES AMERICAS INC.$1.2M1
374WBH ADVISORY INC$1.2M1
375ICW Investment Advisors LLC$1.2M1
376J.W. COLE ADVISORS, INC.$1.2M1
377SECURIAN ASSET MANAGEMENT, INC$1.2M1
378DOLIVER ADVISORS, LP$1.1M1
379GATEWAY INVESTMENT ADVISERS LLC$1.1M1
380AlphaCore Capital LLC$1.1M1
381Bangor Savings Bank$1.1M1
382Rodgers Brothers Inc.$1.1M1
383Haverford Trust Co$1.1M1
384Robertson Stephens Wealth Management, LLC$1.1M1
385MOODY LYNN LIEBERSON & WALKER, LLC$1.1M1
386Private Advisor Group, LLC$1.1M1
387DIVERSIFY WEALTH MANAGEMENT, LLC$1.1M1
388Global Wealth Management Investment Advisory, Inc.$1.1M1
389Moran Wealth Management, LLC$1.1M1
390Ascent Wealth Partners, LLC$1.1M1
391Sage Capital Management, LLC$1.0M1
392RD Lewis Holdings, Inc.$1.0M1
393RB Capital Management, LLC$1.0M1
394Northwest & Ethical Investments L.P.$1.0M1
395Summit Financial, LLC$1.0M1
396Segment Wealth Management, LLC$1.0M1
397Hardworking Capital Advisors, LLC$1.0M1
398ASSETMARK, INC$990K1
399ROGCO, LP$986K1
400Diligent Investors, LLC$971K1
401QUADRANT CAPITAL GROUP LLC$965K1
402Pavion Blue Capital, LLC$962K1
403NOVEM GROUP$949K1
404TWO SIGMA SECURITIES, LLC$946K1
405CAPITAL FINANCIAL GROUP INC\CO\ /ADV$922K1
406EP Wealth Advisors, LLC$922K1
407Dai-ichi Life Insurance Company, Ltd$921K1
408Michels Family Financial, LLC$921K1
409Wealthspire Advisors, LLC$919K1
410ROMANO BROTHERS AND COMPANY$906K1
411Savant Capital, LLC$896K1
412GTS SECURITIES LLC$892K1
413Avidian Wealth Enterprises, LLC$888K1
414MONETA GROUP INVESTMENT ADVISORS LLC$883K1
415Hummer Financial Advisory Services Inc$879K1
416Pekin Hardy Strauss, Inc.$876K1
417Blueshift Asset Management, LLC$867K1
418WADDELL & ASSOCIATES, LLC$852K1
419Family Legacy, Inc.$852K1
420Assenagon Asset Management S.A.$852K1
421Marshall Financial Group, LLC$846K1
422Caprock Group, LLC$837K1
423GUIDANCE CAPITAL, INC$828K1
424Procyon Advisors, LLC$820K1
425AXXCESS WEALTH MANAGEMENT, LLC$818K1
426Bridgewater Associates, LP$803K1
427CHESAPEAKE CAPITAL CORP /IL/$801K1
428BAKER TILLY WEALTH MANAGEMENT, LLC$799K1
429HB Wealth Management, LLC$795K1
430Generation Capital Management LLC$793K1
431CONNING INC.$785K1
432Harvest Portfolios Group Inc.$783K1
433Flavin Financial Services, Inc.$778K1
434SIMPLEX TRADING, LLC$762K1
435Meeder Advisory Services, Inc.$757K1
436Integrated Advisors Network LLC$755K1
437ELEVATION POINT WEALTH PARTNERS, LLC$747K1
438Snowden Capital Advisors LLC$744K1
439Dynamic Technology Lab Private Ltd$738K1
440Hendershot Investments Inc.$733K1
441Vestmark Advisory Solutions, Inc.$730K1
442NorthRock Partners, LLC$728K1
443Inspire Advisors, LLC$721K1
444GLENMEDE TRUST CO NA$720K1
445InTrack Investment Management Inc$692K1
446BLAIR WILLIAM & CO/IL$690K1
447DAVENPORT & Co LLC$678K1
448Mariner, LLC$674K1
449MISSION WEALTH MANAGEMENT, LP$674K1
450ELEVATION WEALTH PARTNERS, LLC$664K1
451Mutual Advisors, LLC$662K1
452Savvy Advisors, Inc.$659K1
453Morningstar Investment Management LLC$658K1
454SILVERLAKE WEALTH MANAGEMENT LLC$655K1
455Sterling Investment Advisors, Ltd.$651K1
456Loudon Investment Management, LLC$650K1
457Werba Rubin Papier Wealth Management$639K1
458BALYASNY ASSET MANAGEMENT L.P.$639K1
459TEMA ETFS LLC$637K1
460PLIMOTH TRUST CO LLC$635K1
461Horst & Graben Wealth Management LLC$624K1
462Prestige Wealth Management Group LLC$615K1
463COLDSTREAM CAPITAL MANAGEMENT INC$611K1
464Jacobi Capital Management LLC$608K1
465Pinnacle Financial Partners, Inc.$605K1
466WHITENER CAPITAL MANAGEMENT, INC.$604K1
467PRINCIPAL SECURITIES, INC.$598K1
468EVERGREEN CAPITAL MANAGEMENT LLC$592K1
469Hartford Funds Management Co LLC$592K1
470Meiji Yasuda Asset Management Co Ltd.$590K1
471Biltmore Wealth Management, LLC$589K1
472Vanguard National Trust Co$586K1
473GREAT VALLEY ADVISOR GROUP, INC.$581K1
474Generali Investments, Management Co LLC$581K1
475WINEBRENNER CAPITAL MANAGEMENT LLC$579K1
476CHOREO, LLC$579K1
477Lido Advisors, LLC$578K1
478Gallacher Capital Management LLC$578K1
479Checchi Capital Advisers, LLC$575K1
480HOHIMER WEALTH MANAGEMENT, LLC$574K1
481RITHOLTZ WEALTH MANAGEMENT$570K1
482SIGNET FINANCIAL MANAGEMENT, LLC$569K1
483Retirement Planning Co of New England, Inc.$568K1
484Vontobel Holding Ltd.$568K1
485Callan Family Office, LLC$566K1
486FOUNDATIONS INVESTMENT ADVISORS, LLC$564K1
487Formidable Asset Management, LLC$559K1
488PRUDENTIAL PLC$551K1
489Berkeley Capital Partners, LLC$549K1
490One Capital Management, LLC$547K1
491INDEPENDENT FINANCIAL GROUP, LLC$547K1
492HUB Investment Partners, LLC$538K1
493Shum Financial Group, Inc.$533K1
494Chesapeake Wealth Management$530K1
495Krane Funds Advisors LLC$525K1
496IVC Wealth Advisors LLC$517K1
497VISION FINANCIAL MARKETS LLC$515K1
498111 Capital$515K1
499Strategic Financial Services, Inc.$513K1
500PROFUND ADVISORS LLC$513K1
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)−$29.0K to $13.0K
Filers net (actions)not in build
Filers net ($ 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 PSA

RETAINED WINDOW · ACTIVE HITS
Signal hits naming PSA
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 PSA · financials and macro

Financials — as filed PLANNED

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