Public record / Tickers / Q

Q — Qnity Electronics, Inc.

Both disclosure regimes on one name: who in Congress filed about Q, 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
7
all PTR rows naming Q
Members · 12m
3
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

Alan Armstrong · $1.0K–$15.0K

Purchase · traded 2026-03-27 → filed 2026-07-21. Ranked over every Q row by the provable lower bound, never a point estimate.

3 members · 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.

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

3 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. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING Q · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning Q
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31ExchangeTraded 11-03 +42d$1K–$15K
2025-12-06Debbie Dingell D–MI-6ExchangeTraded 11-03 +33d$1K–$15K
2017-09-19Jack Reed D–RIPurchaseTraded 09-18 +1d$1K–$15K
2017-09-19Jack Reed D–RIPurchase · JT (jointly owned)Traded 09-18 +1d$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 7 ↗

Members active in Q

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing Q 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
Debbie Dingell D–MI-61$02
Gilbert Ray Cisneros, Jr. D–CA-311$02

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

Congress ↔ notable managers · Q

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

new + add vs trim + exit, by shares · $ = reported value now, not the change · QNITY ELECTRONICS INC

Merged timeline of congressional filings and notable-manager moves on Q
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+121,176 sh
2026-05-15Duquesne Family Office 13Fnew+125,655 sh
2026-05-15Moore Capital Management 13Ftrim−123,011 sh
2026-05-15Bridgewater Associates 13Ftrim−32,703 sh
2026-05-15Soros Fund Management 13Fexit−80,000 sh
2026-05-15Glenview Capital 13Fexit−518,486 sh
2026-05-15D1 Capital Partners 13Fexit−937,135 sh

8 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 Q for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.8B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.6B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$1.2B1
4STATE STREET CORP$1.0B1
5GEODE CAPITAL MANAGEMENT, LLC$630M1
6Durable Capital Partners LP$587M1
7Allspring Global Investments Holdings, LLC$519M1
8Invesco Ltd.$406M1
9MORGAN STANLEY$366M1
10Slate Path Capital LP$287M1
11NORTHERN TRUST CORP$258M1
12BANK OF AMERICA CORP /DE/$233M1
13Nuveen, LLC$222M1
14JANE STREET GROUP, LLC$201M1
15PointState Capital LP$201M1
16DIMENSIONAL FUND ADVISORS LP$192M1
17BARROW HANLEY MEWHINNEY & STRAUSS LLC$172M1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$169M1
19RAYMOND JAMES FINANCIAL INC$169M1
20ROYAL BANK OF CANADA$167M1
21TWO SIGMA INVESTMENTS, LP$165M1
22DEUTSCHE BANK AG\$155M1
23Legal & General Group Plc$155M1
24UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$150M1
25VANGUARD FIDUCIARY TRUST CO$136M1
26MANUFACTURERS LIFE INSURANCE COMPANY, THE$135M1
27Boston Partners$117M1
28Amundi$114M1
29PRIMECAP MANAGEMENT CO/CA/$112M1
30D. E. Shaw & Co., Inc.$111M1
31ALLIANCEBERNSTEIN L.P.$105M1
32MASSACHUSETTS FINANCIAL SERVICES CO /MA/$101M1
33WELLS FARGO & COMPANY/MN$101M1
34UBS Group AG$96.7M1
35MILLENNIUM MANAGEMENT LLC$92.2M1
36M&T BANK CORP$91.9M1
37FMR LLC$84.8M1
38Holocene Advisors, LP$83.7M1
39Anomaly Capital Management, LP$74.0M1
40Swiss National Bank$70.9M1
41WESTWOOD HOLDINGS GROUP INC$68.1M1
42ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$66.3M1
43Point72 Asset Management, L.P.$62.4M1
44Mitsubishi UFJ Asset Management Co., Ltd.$60.9M1
45Qube Research & Technologies Ltd$58.9M1
46BALYASNY ASSET MANAGEMENT L.P.$55.8M1
47Vanguard Global Advisers, LLC$53.0M1
48Merewether Investment Management, LP$50.0M1
49ANCHOR CAPITAL ADVISORS LLC$49.8M1
50SEI INVESTMENTS CO$46.8M1
51Hel Ved Capital Management Ltd$46.2M1
52Squarepoint Ops LLC$43.3M1
53VOYA INVESTMENT MANAGEMENT LLC$43.1M1
54HSBC HOLDINGS PLC$42.9M1
55VANGUARD ASSET MANAGEMENT, Ltd$42.3M1
56FIL Ltd$40.6M1
57Russell Investments Group, Ltd.$40.5M1
58CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$40.0M1
59BANK OF MONTREAL /CAN/$39.5M1
60Janus Henderson Group Ltd.$39.4M1
61Gates Capital Management, Inc.$37.6M1
62SUSQUEHANNA INTERNATIONAL GROUP, LLP$37.3M1
63TEACHER RETIREMENT SYSTEM OF TEXAS$36.7M1
64HOMESTEAD ADVISERS CORP$30.6M1
65CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$30.5M1
66PANAGORA ASSET MANAGEMENT INC$29.5M1
67Quantinno Capital Management LP$29.1M1
68WORLDQUANT MILLENNIUM ADVISORS LLC$28.8M1
69Aberdeen Group plc$28.3M1
70AQR CAPITAL MANAGEMENT LLC$27.5M1
71FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$27.5M1
72PRINCIPAL FINANCIAL GROUP INC$26.9M1
73ION Fund Management Ltd$25.6M1
74CITIGROUP INC$25.5M1
75ENVESTNET ASSET MANAGEMENT INC$25.5M1
76Auto-Owners Insurance Co$25.2M1
77Talos Eurisko Asset Management LP$25.1M1
78Perpetual Ltd$25.0M1
79Walleye Capital LLC$24.9M1
80Schonfeld Strategic Advisors LLC$24.8M1
81Gotham Asset Management, LLC$24.6M1
82NOMURA ASSET MANAGEMENT CO LTD$24.1M1
83LPL Financial LLC$23.2M1
84DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$23.1M1
85Ceredex Value Advisors LLC$22.7M1
86STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$22.5M1
87PFA Pension, Forsikringsaktieselskab$22.1M1
88RENAISSANCE TECHNOLOGIES LLC$21.9M1
89CITADEL ADVISORS LLC$21.1M1
90BROWN ADVISORY INC$19.9M1
91Newport Trust Company, LLC$19.3M1
92FRANKLIN RESOURCES INC$19.0M1
93ADAGE CAPITAL PARTNERS GP, L.L.C.$18.8M1
94Korea Investment CORP$18.6M1
95Focus Partners Wealth$17.7M1
96OCCUDO QUANTITATIVE STRATEGIES LP$17.5M1
97DANSKE BANK A/S$16.9M1
98CANADA PENSION PLAN INVESTMENT BOARD$16.8M1
99FIRST TRUST ADVISORS LP$16.1M1
100Aquatic Capital Management LLC$16.0M1
101Arvin Capital Management LP$15.1M1
102HUNTINGTON NATIONAL BANK$15.1M1
103One Capital Management, LLC$14.7M1
104SEB Asset Management AB$14.6M1
105NEW YORK STATE COMMON RETIREMENT FUND$14.5M1
106OSAIC HOLDINGS, INC.$14.0M1
107Baird Financial Group, Inc.$13.8M1
108JONES FINANCIAL COMPANIES LLLP$13.3M1
109STIFEL FINANCIAL CORP$13.3M1
110STATE OF WISCONSIN INVESTMENT BOARD$12.9M1
111TORONTO DOMINION BANK$12.6M1
112GLENMEDE TRUST CO NA$12.5M1
113Allianz Asset Management GmbH$12.5M1
114Chevy Chase Trust Holdings, LLC$12.1M1
115Vanguard Investments Australia, Ltd.$12.0M1
116PRUDENTIAL FINANCIAL INC$11.9M1
117TD ASSET MANAGEMENT INC$11.6M1
118LMR Partners LLP$11.5M1
119Universal- Beteiligungs- und Servicegesellschaft mbH$11.4M1
120Pictet Asset Management Holding SA$10.9M1
121US BANCORP \DE\$10.7M1
122APG Asset Management N.V.$10.7M1
123ELEMENT CAPITAL MANAGEMENT LLC$10.4M1
124KING LUTHER CAPITAL MANAGEMENT CORP$10.3M1
125Asset Management One Co., Ltd.$10.2M1
126FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$10.1M1
127INTECH INVESTMENT MANAGEMENT LLC$10.1M1
128CLIFFORD SWAN INVESTMENT COUNSEL LLC$9.3M1
129National Pension Service$9.2M1
130STOREBRAND ASSET MANAGEMENT AS$9.2M1
131Corient Private Wealth LLC$9.2M1
132Boussard & Gavaudan Investment Management LLP$9.0M1
133ROYAL LONDON ASSET MANAGEMENT LTD$9.0M1
134KLP KAPITALFORVALTNING AS$8.9M1
135Weiss Asset Management LP$8.8M1
136Calamos Advisors LLC$8.7M1
137State of New Jersey Common Pension Fund D$8.2M1
138Eurizon Capital SGR S.p.A.$8.2M1
139Caption Management, LLC$8.1M1
140Resona Asset Management Co.,Ltd.$8.1M1
141Tredje AP-fonden$7.9M1
142CIBC Bancorp USA Inc.$7.6M1
143Robeco Institutional Asset Management B.V.$7.6M1
144Creative Planning$7.6M1
145LOS ANGELES CAPITAL MANAGEMENT LLC$7.4M1
146COMMONWEALTH EQUITY SERVICES, LLC$7.4M1
147BANK OF NOVA SCOTIA$7.3M1
148Ensign Peak Advisors, Inc$7.3M1
149VMS Asset Management Limited$7.2M1
150WESTPAC BANKING CORP$7.2M1
151Woodline Partners LP$7.2M1
152Carnegie Investment Counsel$7.1M1
153CREDIT AGRICOLE S A$7.1M1
154WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD$7.1M1
155Cetera Investment Advisers$6.9M1
156Y-Intercept (Hong Kong) Ltd$6.9M1
157FIFTH THIRD BANCORP$6.7M1
158ProShare Advisors LLC$6.6M1
159Czech National Bank$6.6M1
160Arizona State Retirement System$6.6M1
161MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$6.5M1
162Voleon Capital Management LP$6.4M1
163Haverford Trust Co$6.4M1
164MUFG Securities EMEA plc$6.1M1
165CIBC Asset Management Inc$5.9M1
166WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5.9M1
167HighTower Advisors, LLC$5.8M1
168Dayah Capital LLC$5.8M1
169Rafferty Asset Management, LLC$5.7M1
170Zurcher Kantonalbank (Zurich Cantonalbank)$5.7M1
171Rakuten Investment Management, Inc.$5.7M1
172COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$5.6M1
173CUTLER INVESTMENT COUNSEL LLC$5.5M1
174Cerity Partners LLC$5.5M1
175Grantham, Mayo, Van Otterloo & Co. LLC$5.4M1
176WELLINGTON MANAGEMENT GROUP LLP$5.4M1
177DnB Asset Management AS$5.4M1
178E20 Capital Ltd$5.3M1
179Retirement Systems of Alabama$5.1M1
180Prospera Financial Services Inc$5.1M1
181Vestmark Advisory Solutions, Inc.$5.0M1
182Swedbank AB$4.9M1
183IFM Investors Pty Ltd$4.9M1
184Bank Julius Baer & Co. Ltd, Zurich$4.8M1
185NATIXIS$4.8M1
186MEYER HANDELMAN CO$4.8M1
187Mirae Asset Global Investments Co., Ltd.$4.8M1
188USS Investment Management Ltd$4.7M1
189Pathstone Holdings, LLC$4.7M1
190Addenda Capital Inc.$4.7M1
191MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.7M1
192HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$4.7M1
193IMC-Chicago, LLC$4.6M1
194Private Advisor Group, LLC$4.4M1
195XPONANCE LLC$4.3M1
196PUBLIC SECTOR PENSION INVESTMENT BOARD$4.3M1
197WINDWARD CAPITAL MANAGEMENT CO /CA$4.3M1
198BNP Paribas Asset Management Holding S.A.$4.3M1
199Jain Global LLC$4.2M1
200Daiwa Securities Group Inc.$4.1M1
201BLAIR WILLIAM & CO/IL$4.1M1
202O'SHAUGHNESSY ASSET MANAGEMENT, LLC$4.0M1
203NEOS Investment Management LLC$3.9M1
204Utah Retirement Systems$3.9M1
205Swiss Life Asset Management Ltd$3.9M1
206Vanguard Personalized Indexing Management, LLC$3.9M1
207Rehmann Capital Advisory Group$3.9M1
208Vinva Investment Management Ltd$3.9M1
209NEEDHAM INVESTMENT MANAGEMENT LLC$3.7M1
210MACKENZIE FINANCIAL CORP$3.7M1
211ExodusPoint Capital Management, LP$3.7M1
212TRUIST FINANCIAL CORP$3.6M1
213&PARTNERS$3.6M1
214MERIDIAN INVESTMENT COUNSEL INC.$3.5M1
215WINTON GROUP Ltd$3.5M1
216Fisher Funds Management LTD$3.4M1
217Brookmont Capital Management$3.4M1
218Rockefeller Capital Management L.P.$3.4M1
219NEW YORK LIFE INVESTMENT MANAGEMENT LLC$3.4M1
220CHOREO, LLC$3.4M1
221BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.3M1
222Sumitomo Mitsui DS Asset Management Company, Ltd$3.3M1
223NOMURA HOLDINGS INC$3.2M1
224Clearbridge Investments, LLC$3.2M1
225MERCER GLOBAL ADVISORS INC /ADV$3.2M1
226COMMERCE BANK$3.2M1
227NISSAY ASSET MANAGEMENT CORP /JAPAN$3.1M1
228ING GROEP NV$3.1M1
229American Assets Investment Management, LLC$3.1M1
230CWM, LLC$3.1M1
231Wealthfront Advisers LLC$3.0M1
232AXQ CAPITAL, LP$3.0M1
233MACQUARIE GROUP LTD$2.9M1
234Missouri Trust & Investment Co$2.9M1
235Vident Advisory, LLC$2.9M1
236Bryn Mawr Trust Advisors, LLC$2.9M1
237OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.8M1
238GUGGENHEIM CAPITAL LLC$2.7M1
239NewEdge Advisors, LLC$2.7M1
240GROUP ONE TRADING LLC$2.7M1
241Samjo Management, LLC$2.7M1
242Wilmington Savings Fund Society, FSB$2.7M1
243HighPoint Advisor Group LLC$2.6M1
244Orion Porfolio Solutions, LLC$2.6M1
245Engineers Gate Manager LP$2.5M1
246Investment Management Corp of Ontario$2.5M1
247Kestra Advisory Services, LLC$2.5M1
248INTACT INVESTMENT MANAGEMENT INC.$2.5M1
249Bell & Brown Wealth Advisors, LLC$2.4M1
250NORDEA INVESTMENT MANAGEMENT AB$2.4M1
251NATIONAL BANK OF CANADA /FI/$2.4M1
252True North Advisors, LLC$2.4M1
253IEQ CAPITAL, LLC$2.4M1
254Sanctuary Advisors, LLC$2.3M1
255Summit Trail Advisors, LLC$2.3M1
256OP Asset Management Ltd$2.3M1
257Tidal Investments LLC$2.3M1
258UNITED CAPITAL FINANCIAL ADVISORS, LLC$2.3M1
259OPPENHEIMER ASSET MANAGEMENT INC.$2.2M1
260Kovack Advisors, Inc.$2.1M1
261Roberts Wealth Advisors, LLC$2.1M1
262SCHRODER INVESTMENT MANAGEMENT GROUP$2.1M1
263Choate Investment Advisors$2.0M1
264Daventry Group, LP$2.0M1
265BRANDYWINE OAK PRIVATE WEALTH LLC$2.0M1
266Jump Financial, LLC$2.0M1
267Man Group plc$2.0M1
268Fractal Investments LLC$2.0M1
269GILDER GAGNON HOWE & CO LLC$2.0M1
270MML INVESTORS SERVICES, LLC$2.0M1
271PINNACLE ASSOCIATES LTD$1.9M1
272MCDONALD PARTNERS LLC$1.9M1
273Obermeyer Wealth Partners$1.9M1
274WESBANCO BANK INC$1.9M1
275KWMG, LLC$1.9M1
276AMERICAN CENTURY COMPANIES INC$1.9M1
277BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.9M1
2781832 Asset Management L.P.$1.8M1
279D.A. DAVIDSON & CO.$1.8M1
280ZACKS INVESTMENT MANAGEMENT$1.8M1
281GUIDANCE CAPITAL, INC$1.8M1
282Concurrent Investment Advisors, LLC$1.8M1
283Parcion Private Wealth LLC$1.8M1
284Atria Investments, Inc$1.8M1
285Argent Trust Co$1.7M1
286Kintayl Capital LP$1.7M1
287Argyle Capital Management, LLC$1.7M1
288Empowered Funds, LLC$1.6M1
289Merit Financial Group, LLC$1.6M1
290Buckley Wealth Management, LLC$1.6M1
291Tower Research Capital LLC (TRC)$1.6M1
292BANK OF NOVA SCOTIA TRUST CO$1.5M1
293MGO ONE SEVEN LLC$1.5M1
294Federation des caisses Desjardins du Quebec$1.5M1
295NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.5M1
296MOORE CAPITAL MANAGEMENT, LP$1.5M1
297MIZUHO SECURITIES USA LLC$1.5M1
298Sequoia Financial Advisors, LLC$1.5M1
299ALPS ADVISORS INC$1.5M1
300Lido Advisors, LLC$1.4M1
301Morningstar Investment Management LLC$1.4M1
302Modera Wealth Management, LLC$1.4M1
303Delta Global Management LP$1.4M1
304PROFUND ADVISORS LLC$1.4M1
305POTOMAC FUND MANAGEMENT INC /ADV$1.3M1
306Norinchukin Bank, The$1.3M1
307Jacobi Capital Management LLC$1.3M1
308Moors & Cabot, Inc.$1.3M1
309OPPENHEIMER & CO INC$1.3M1
310CHICAGO TRUST Co NA$1.3M1
311IAMS WEALTH MANAGEMENT, LLC$1.3M1
312Bridgewater Associates, LP$1.3M1
313Beacon Pointe Advisors, LLC$1.3M1
314Venture Visionary Partners LLC$1.3M1
315Pinnacle Financial Partners, Inc.$1.3M1
316Ashton Thomas Private Wealth, LLC$1.3M1
317KESTRA PRIVATE WEALTH SERVICES, LLC$1.3M1
318BRANT POINT INVESTMENT MANAGEMENT LLC$1.3M1
319Walleye Trading LLC$1.2M1
320Candriam S.C.A.$1.2M1
321Ballentine Partners, LLC$1.2M1
322Quantum Financial Advisors, LLC$1.2M1
323Steward Partners Investment Advisory, LLC$1.2M1
324Crossmark Global Holdings, Inc.$1.2M1
325Maryland State Retirement & Pension System$1.2M1
326Integrated Wealth Concepts LLC$1.1M1
327ABN AMRO INVESTMENT SOLUTIONS$1.1M1
328NLB Skladi, upravljanje premozenja, d.o.o.$1.1M1
329Fideuram Asset Management (Ireland) dac$1.1M1
330LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$1.1M1
331REGIONS FINANCIAL CORP$1.1M1
332United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$1.1M1
333J.W. COLE ADVISORS, INC.$1.1M1
334Callan Family Office, LLC$1.1M1
335MidFirst Bank$1.1M1
336Waverly Advisors, LLC$1.0M1
337Mariner, LLC$1.0M1
338PFG Investments, LLC$1.0M1
339Traynor Capital Management, Inc.$1.0M1
340Osmosis Investment Management UK Ltd$1.0M1
3411ST SOURCE BANK$986K1
342Radnor Capital Management, LLC$983K1
343MOODY NATIONAL BANK TRUST DIVISION$979K1
344Rossmore Private Capital$964K1
345Allworth Financial LP$958K1
346Entruity Wealth, LLC$955K1
347STEPHENS INC /AR/$930K1
348Magnetar Financial LLC$928K1
349CENTRAL TRUST Co$928K1
350HB Wealth Management, LLC$914K1
351Empirical Finance, LLC$902K1
352Evercore Wealth Management, LLC$895K1
353Saudi Central Bank$892K1
354OMERS ADMINISTRATION Corp$882K1
355First American Bank$878K1
356Lavaca Capital LLC$877K1
357Topsail Wealth Management, LLC$864K1
358ELEVATION POINT WEALTH PARTNERS, LLC$862K1
359J. Goldman & Co LP$858K1
360Envestnet Portfolio Solutions, Inc.$858K1
361EP Wealth Advisors, LLC$857K1
362Avior Wealth Management, LLC$856K1
363Composition Wealth, LLC$844K1
364Bragg Financial Advisors, Inc$843K1
365Laird Norton Wetherby Trust Company, LLC$829K1
366Lombard Odier Asset Management (Switzerland) SA$808K1
367Apollon Wealth Management, LLC$806K1
368Capital Asset Advisory Services LLC$795K1
369Xcel Wealth Management, LLC$792K1
370MARCO INVESTMENT MANAGEMENT LLC$792K1
371MAI Capital Management$786K1
372DODGE & COX$776K1
373LOWE BROCKENBROUGH & CO INC$773K1
374NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$773K1
375Kingsview Wealth Management, LLC$750K1
376Elevate Capital Advisors, LLC$748K1
377HUB Investment Partners, LLC$742K1
378CHRISTINE MESSMER PC$738K1
379Equitable Holdings, Inc.$737K1
380Red Mountain Financial, LLC$736K1
381HOWE & RUSLING INC$717K1
382Caprock Group, LLC$710K1
383Savant Capital, LLC$708K1
384MONETA GROUP INVESTMENT ADVISORS LLC$702K1
385North Dakota State Investment Board$698K1
386Mraz, Amerine & Associates, Inc.$693K1
387FIRST FOUNDATION ADVISORS$690K1
388Concentric Capital Strategies, LP$686K1
389Metis Global Partners, LLC$684K1
390RWA WEALTH PARTNERS, LLC$682K1
391QUADRANT CAPITAL GROUP LLC$679K1
392Addison Capital Co$671K1
393COLDSTREAM CAPITAL MANAGEMENT INC$660K1
394E Fund Management Co., Ltd.$658K1
395Penobscot Investment Management Company, Inc.$655K1
396SECURIAN ASSET MANAGEMENT, INC$645K1
397Cresset Asset Management, LLC$638K1
398Chicago Partners Investment Group LLC$638K1
399Aljian Capital Management, LLC$637K1
400State of Wyoming$637K1
401TD Waterhouse Canada Inc.$633K1
402Empire Financial Management Company, LLC$633K1
403IHT Wealth Management, LLC$633K1
404Larson Financial Group LLC$620K1
405Wahed Invest LLC$619K1
406B. Metzler seel. Sohn & Co. AG$614K1
407INDEPENDENT FINANCIAL GROUP, LLC$609K1
408Compound Planning, Inc.$607K1
409Capital Investment Advisors, LLC$606K1
410Intellectus Partners, LLC$596K1
411Blue Trust, Inc.$594K1
412HOME FEDERAL BANK OF TENNESSEE$593K1
413Persistent Asset Partners Ltd$590K1
414Machina Capital S.A.S.$589K1
415DT Investment Partners, LLC$579K1
416DELTA ASSET MANAGEMENT LLC/TN$578K1
417Mutual Advisors, LLC$573K1
418Empower Advisory Group, LLC$569K1
419FIDUCIARY TRUST CO$564K1
420Cordgrass Capital Advisors, LLC$562K1
421UMB Bank, n.a.$557K1
422Linscomb Wealth, Inc.$557K1
423XTX Topco Ltd$556K1
424Essex Financial Services, Inc.$554K1
425Great Lakes Retirement, Inc.$550K1
426TEMA ETFS LLC$545K1
427E. Ohman J:or Asset Management AB$542K1
428Mesirow Financial Investment Management, Inc.$535K1
429Kimelman & Baird, LLC$535K1
430HANCOCK WHITNEY CORP$533K1
431CIBC WORLD MARKET INC.$529K1
432WEALTH ALLIANCE, LLC$527K1
433Asset Dedication, LLC$527K1
434Vontobel Holding Ltd.$526K1
435Perigon Wealth Management, LLC$525K1
436SALEM INVESTMENT COUNSELORS INC$516K1
437Garner Asset Management Corp$515K1
438FIRST NATIONAL BANK & TRUST CO OF NEWTOWN$512K1
439Polymer Capital Management (US) LLC$507K1
440JOHNSON INVESTMENT COUNSEL INC$507K1
441OneDigital Investment Advisors LLC$505K1
442Glenview Trust Co$502K1
443Focus Partners Advisor Solutions, LLC$498K1
444BROOKS, MOORE & ASSOCIATES, INC.$495K1
445FOURPATH CAPITAL MANAGEMENT, LLC$495K1
446Caldwell Trust Co$493K1
447LEAVELL INVESTMENT MANAGEMENT, INC.$488K1
448DAYMARK WEALTH PARTNERS, LLC$486K1
449GATEWAY INVESTMENT ADVISERS LLC$485K1
450QRG CAPITAL MANAGEMENT, INC.$485K1
451HOLDERNESS INVESTMENTS CO$485K1
452Stratos Wealth Partners, LTD.$483K1
453AE Wealth Management LLC$481K1
454TI-TRUST, INC$479K1
455STOCK YARDS BANK & TRUST CO$478K1
456Fort Sheridan Advisors LLC$477K1
457Shoker Investment Counsel, Inc.$475K1
458BOK Financial Private Wealth, Inc.$474K1
459Cladis Investment Advisory, LLC$473K1
460WealthTrust Axiom LLC$472K1
461MATHER GROUP, LLC.$470K1
462AlTi Global, Inc.$469K1
463AlphaCore Capital LLC$454K1
464Aviance Capital Partners, LLC$453K1
465KEYNOTE FINANCIAL SERVICES LLC$450K1
466DAVENPORT & Co LLC$449K1
467Institute for Wealth Management, LLC.$447K1
468CIDEL ASSET MANAGEMENT INC$444K1
469CITIZENS FINANCIAL GROUP INC/RI$442K1
470Snider Financial Group$440K1
471Everhart Financial Group, Inc.$429K1
472HM PAYSON & CO$428K1
473Verition Fund Management LLC$423K1
474EVERGREEN CAPITAL MANAGEMENT LLC$420K1
475Orca Wealth Management, LLC$418K1
476HOWLAND CAPITAL MANAGEMENT LLC$416K1
477WELCH & FORBES LLC$412K1
478Westhampton Capital, LLC$411K1
479Diversified Enterprises, LLC$407K1
480Frank, Rimerman Advisors LLC$406K1
481Houlihan Financial Resource Group, Ltd.$405K1
482Meeder Advisory Services, Inc.$402K1
483Strategies Wealth Advisors, LLC$396K1
484Principle Wealth Partners LLC$395K1
485CAISSE DES DEPOTS ET CONSIGNATIONS$389K1
486Pine Valley Investments Ltd Liability Co$383K1
487Kera Capital Partners, Inc.$382K1
488Drexel Morgan & Co.$378K1
489Gibbs Wealth Management$378K1
490CI INVESTMENTS INC.$376K1
491Fiduciary Group, LLC$375K1
492LECAP ASSET MANAGEMENT LTD$375K1
493Tempus Wealth Planning, LLC$375K1
494SEARLE & CO.$373K1
495Legacy Wealth Asset Management, LLC$371K1
496Krilogy Financial LLC$370K1
497Independent Advisor Alliance$368K1
498Freestone Capital Holdings, LLC$367K1
499HARMONY ASSET MANAGEMENT LLC$364K1
500CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$364K1
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 Q

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

Financials — as filed PLANNED

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