Public record / Tickers / RBA

RBA — RB GLOBAL INC.

Both disclosure regimes on one name: who in Congress filed about RBA, 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
23
all PTR rows naming RBA
Members · 12m
1
1 buys · 2 sells · by trade date
Latest PTR
11-21
filed 2025-11-21
13F holders
487
top-487 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

Greg Gianforte · $100K–$250K

Sale · traded 2019-09-06 → filed 2019-10-01. Ranked over every RBA row by the provable lower bound, never a point estimate.

1 member · 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.

5 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

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 RBA · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning RBA
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-24 LATE·50d$1K–$15K
2025-04-07Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 03-17 +21d$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 23 ↗

Members active in RBA

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing RBA 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.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2

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

Congress ↔ notable managers · RBA

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

Adding
1 Bridgewater Associates $4.0M held

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

Merged timeline of congressional filings and notable-manager moves on RBA
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Fnew+42,253 sh
2026-05-15Moore Capital Management 13Ftrim−159,037 sh
2026-05-15Gotham Asset Management 13Ftrim−70,713 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 RBA for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.5B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.3B1
3MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.1B1
4EdgePoint Investment Group Inc.$845M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$806M1
6FIL Ltd$599M1
7STATE STREET CORP$599M1
8GEODE CAPITAL MANAGEMENT, LLC$485M1
9ROYAL BANK OF CANADA$483M1
10Vontobel Holding Ltd.$424M1
11Janus Henderson Group Ltd.$419M1
12Fiera Capital Corp$353M1
131832 Asset Management L.P.$333M1
14FMR LLC$291M1
15VANGUARD FIDUCIARY TRUST CO$267M1
16BANK OF MONTREAL /CAN/$242M1
17COOKE & BIELER LP$240M1
18ADAGE CAPITAL PARTNERS GP, L.L.C.$217M1
19Boston Partners$211M1
20LAZARD ASSET MANAGEMENT LLC$210M1
21Invesco Ltd.$195M1
22CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$185M1
23RAYMOND JAMES FINANCIAL INC$177M1
24WELLINGTON MANAGEMENT GROUP LLP$168M1
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC$155M1
26MANUFACTURERS LIFE INSURANCE COMPANY, THE$145M1
27BANK OF AMERICA CORP /DE/$139M1
28MACKENZIE FINANCIAL CORP$134M1
29TD ASSET MANAGEMENT INC$126M1
30NORTHERN TRUST CORP$123M1
31RIVERBRIDGE PARTNERS LLC$122M1
32Ancora Advisors LLC$118M1
33SAMLYN CAPITAL, LLC$113M1
34Connor, Clark & Lunn Investment Management Ltd.$108M1
35CIBC Asset Management Inc$103M1
36BAHL & GAYNOR INC$98.4M1
37Bank of New York Mellon Corp$98.4M1
38Legal & General Group Plc$95.9M1
39MORGAN STANLEY$93.0M1
40Vanguard Global Advisers, LLC$78.5M1
41DIMENSIONAL FUND ADVISORS LP$75.3M1
42BW Gestao de Investimentos Ltda.$69.5M1
43Holocene Advisors, LP$66.8M1
44ArrowMark Colorado Holdings LLC$65.0M1
45Swiss National Bank$59.8M1
46CIDEL ASSET MANAGEMENT INC$57.3M1
47BLAIR WILLIAM & CO/IL$54.7M1
48WESTWOOD HOLDINGS GROUP INC$54.5M1
49Nuveen, LLC$51.4M1
50EVENTIDE ASSET MANAGEMENT, LLC$50.6M1
51ROYCE & ASSOCIATES LP$48.0M1
52AMERIPRISE FINANCIAL INC$47.2M1
53BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$46.4M1
54RHUMBLINE ADVISERS$45.3M1
55Allspring Global Investments Holdings, LLC$45.2M1
56Blue Grotto Capital, LLC$43.1M1
57PRINCIPAL FINANCIAL GROUP INC$39.7M1
58UBS Group AG$38.2M1
59HAWK RIDGE CAPITAL MANAGEMENT LP$38.0M1
60Champlain Investment Partners, LLC$35.4M1
61Covalis Capital LLP$34.4M1
62DEUTSCHE BANK AG\$33.4M1
63Walleye Capital LLC$32.7M1
64Retirement Systems of Alabama$32.5M1
65Alyeska Investment Group, L.P.$31.6M1
66NATIONAL BANK OF CANADA /FI/$31.4M1
67Amundi$30.2M1
68VANGUARD ASSET MANAGEMENT, Ltd$30.1M1
69ENVESTNET ASSET MANAGEMENT INC$29.5M1
70SEI INVESTMENTS CO$29.1M1
71Arvin Capital Management LP$28.8M1
72BALYASNY ASSET MANAGEMENT L.P.$27.6M1
73INTACT INVESTMENT MANAGEMENT INC.$26.9M1
74SCHRODER INVESTMENT MANAGEMENT GROUP$25.5M1
75ALLIANCEBERNSTEIN L.P.$25.3M1
76BANK OF NOVA SCOTIA$24.2M1
77UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$23.6M1
78Woodline Partners LP$23.6M1
79CITADEL ADVISORS LLC$23.6M1
80TD Waterhouse Canada Inc.$22.1M1
81ProShare Advisors LLC$21.9M1
82Point72 Asset Management, L.P.$21.7M1
83NICHOLAS COMPANY, INC.$20.2M1
84PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$19.9M1
85Federation des caisses Desjardins du Quebec$19.4M1
86TORONTO DOMINION BANK$18.5M1
87HORIZON KINETICS ASSET MANAGEMENT LLC$17.9M1
88Oasis Management Co Ltd.$17.6M1
89Northwest & Ethical Investments L.P.$16.1M1
90STIFEL FINANCIAL CORP$15.9M1
91LPL Financial LLC$15.4M1
92AVIVA PLC$15.3M1
93OPPENHEIMER ASSET MANAGEMENT INC.$15.1M1
94STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$15.1M1
95MONTRUSCO BOLTON INVESTMENTS INC.$14.9M1
96MOORE CAPITAL MANAGEMENT, LP$14.0M1
97Running Oak Capital LLC$13.7M1
98Gotham Asset Management, LLC$13.5M1
99Onex Canada Asset Management Inc.$12.9M1
100Quantinno Capital Management LP$12.8M1
101WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD$12.7M1
102Korea Investment CORP$12.4M1
103Hillsdale Investment Management Inc.$12.3M1
104PRUDENTIAL FINANCIAL INC$11.5M1
105WELLS FARGO & COMPANY/MN$10.5M1
106Addenda Capital Inc.$10.3M1
107MILLENNIUM MANAGEMENT LLC$9.9M1
108Pictet Asset Management Holding SA$9.8M1
109Sone Capital Management, LLC$9.6M1
110Mawer Investment Management Ltd.$9.6M1
111CIBC WORLD MARKET INC.$9.4M1
112Dundas Partners LLP$9.2M1
113NEW YORK STATE COMMON RETIREMENT FUND$9.2M1
114Vanguard Investments Australia, Ltd.$8.9M1
115MetLife Investment Management, LLC$8.8M1
116Cinctive Capital Management LP$8.8M1
117Aviso Financial Inc.$8.7M1
118K.J. Harrison & Partners Inc$8.5M1
119AGF MANAGEMENT LTD$8.4M1
120Nitorum Capital, L.P.$8.0M1
121Zurcher Kantonalbank (Zurich Cantonalbank)$7.9M1
122APG Asset Management N.V.$7.6M1
123TWO SIGMA INVESTMENTS, LP$7.6M1
124RICE HALL JAMES & ASSOCIATES, LLC$7.0M1
125MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$6.8M1
126Marks Group Wealth Management, Inc$6.4M1
127MidFirst Bank$6.4M1
128BANK OF NOVA SCOTIA TRUST CO$6.3M1
129INTECH INVESTMENT MANAGEMENT LLC$6.2M1
130TECTONIC ADVISORS LLC$5.9M1
131BARCLAYS PLC$5.8M1
132PEREGRINE CAPITAL MANAGEMENT LLC$5.8M1
133FRANKLIN RESOURCES INC$5.6M1
134STATE OF WISCONSIN INVESTMENT BOARD$5.6M1
135Long Road Investment Counsel, LLC$5.6M1
136Cornerstone Advisors, LLC$5.4M1
137YOUSIF CAPITAL MANAGEMENT, LLC$5.4M1
138CITIGROUP INC$5.3M1
139O'SHAUGHNESSY ASSET MANAGEMENT, LLC$5.1M1
140SCOTIA CAPITAL INC.$5.1M1
141PICTON MAHONEY ASSET MANAGEMENT$5.0M1
142AQR CAPITAL MANAGEMENT LLC$4.9M1
143AMERICAN CENTURY COMPANIES INC$4.8M1
144Alberta Investment Management Corp$4.8M1
145KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$4.6M1
146MFF Capital Investments Ltd$4.6M1
147COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.5M1
148Creative Planning$4.4M1
149Lansforsakringar Fondforvaltning AB (publ)$4.4M1
150STATE OF MICHIGAN RETIREMENT SYSTEM$4.3M1
151Man Group plc$4.3M1
152Oliver Luxxe Assets LLC$4.2M1
153Bridgewater Associates, LP$4.0M1
154NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$4.0M1
155OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.7M1
156Blackstone Inc.$3.5M1
157Cetera Investment Advisers$3.4M1
158Atria Investments, Inc$3.3M1
159PALISADE CAPITAL MANAGEMENT, LP$3.3M1
160Ameritas Investment Partners, Inc.$3.3M1
161New Age Alpha Advisors, LLC$3.0M1
162SEB Asset Management AB$3.0M1
163Utah Retirement Systems$2.9M1
164Swiss Life Asset Management Ltd$2.9M1
165FORMULA GROWTH LTD$2.7M1
166ARMSTRONG HENRY H ASSOCIATES INC$2.6M1
1672Xideas AG$2.6M1
168COMMERCE BANK$2.6M1
169Investment Management Corp of Ontario$2.5M1
170HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$2.5M1
171BNP Paribas Asset Management Holding S.A.$2.4M1
172Vanguard Personalized Indexing Management, LLC$2.4M1
173XPONANCE LLC$2.3M1
174BRIDGES INVESTMENT MANAGEMENT INC$2.0M1
175US BANCORP \DE\$2.0M1
176Mariner, LLC$2.0M1
177Corient Private Wealth LLC$2.0M1
178VOYA INVESTMENT MANAGEMENT LLC$2.0M1
179KORNITZER CAPITAL MANAGEMENT INC /KS$1.9M1
180NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$1.9M1
181Y-Intercept (Hong Kong) Ltd$1.8M1
182TRUIST FINANCIAL CORP$1.8M1
183AXQ CAPITAL, LP$1.8M1
184SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.8M1
185STEPHENS INC /AR/$1.7M1
186FIRST TRUST ADVISORS LP$1.7M1
187POSTROCK PARTNERS LLC$1.7M1
188BENJAMIN EDWARDS INC$1.7M1
189Genus Capital Management Inc.$1.7M1
190Zurich Insurance Group Ltd/FI$1.7M1
191JANE STREET GROUP, LLC$1.7M1
192Diversified Trust Co$1.6M1
193Burkett Asset Management Ltd$1.6M1
194Caprock Group, LLC$1.5M1
195MANCHESTER FINANCIAL INC$1.5M1
196Ascent Group, LLC$1.4M1
197PEAK6 LLC$1.4M1
198MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.4M1
199Bank Julius Baer & Co. Ltd, Zurich$1.4M1
200Havemeyer Place LP$1.4M1
201Crossmark Global Holdings, Inc.$1.3M1
202RITHOLTZ WEALTH MANAGEMENT$1.3M1
203PCJ Investment Counsel Ltd.$1.3M1
204SECURIAN ASSET MANAGEMENT, INC$1.3M1
205CAPSTONE INVESTMENT ADVISORS, LLC$1.3M1
206FEDERATED HERMES, INC.$1.3M1
207GUGGENHEIM CAPITAL LLC$1.3M1
208Vestmark Advisory Solutions, Inc.$1.3M1
209Kerrisdale Advisers, LLC$1.2M1
210Avanza Fonder AB$1.2M1
211HighTower Advisors, LLC$1.2M1
212Pathstone Holdings, LLC$1.2M1
213TWIN CAPITAL MANAGEMENT INC$1.1M1
214Daiwa Securities Group Inc.$1.1M1
215Legacy Wealth Asset Management, LLC$1.1M1
216PUBLIC SECTOR PENSION INVESTMENT BOARD$1.1M1
217Avior Wealth Management, LLC$1.1M1
218QUADRANT CAPITAL GROUP LLC$1.1M1
219Invst, LLC$1.1M1
220PERSONAL CFO SOLUTIONS, LLC$1.1M1
221OSAIC HOLDINGS, INC.$1.0M1
222MML INVESTORS SERVICES, LLC$1.0M1
223Coyle Financial Counsel LLC$989K1
224QRG CAPITAL MANAGEMENT, INC.$954K1
225Summit Trail Advisors, LLC$944K1
226ROYAL LONDON ASSET MANAGEMENT LTD$868K1
227Maryland State Retirement & Pension System$864K1
228VICTORY CAPITAL MANAGEMENT INC$832K1
229MERCER GLOBAL ADVISORS INC /ADV$804K1
230Ensign Peak Advisors, Inc$793K1
231Concurrent Investment Advisors, LLC$755K1
232&PARTNERS$746K1
233EXCHANGE TRADED CONCEPTS, LLC$735K1
234Tower Research Capital LLC (TRC)$724K1
235DIVERSIFIED MANAGEMENT INC$684K1
236Osmosis Investment Management UK Ltd$670K1
237MEMBERS WEALTH LLC$669K1
238Pinnacle Financial Partners, Inc.$637K1
239Values First Advisors, Inc.$635K1
240Sanctuary Advisors, LLC$622K1
241Assenagon Asset Management S.A.$621K1
242Dynamic Advisor Solutions LLC$602K1
243Ashton Thomas Private Wealth, LLC$595K1
244SHELTON CAPITAL MANAGEMENT$584K1
245Vident Advisory, LLC$581K1
246Sterling Capital Management LLC$570K1
247Brooklyn Investment Group$569K1
248SEEDS INVESTOR LLC$565K1
249Mutual Advisors, LLC$563K1
250Ethic Inc.$555K1
251Voya Financial Advisors, Inc.$549K1
252CIBC Bancorp USA Inc.$533K1
253ARISTEIA CAPITAL, L.L.C.$531K1
254M&T BANK CORP$528K1
255Engineers Gate Manager LP$527K1
256Curi Capital, LLC$524K1
257NewEdge Advisors, LLC$521K1
258XTX Topco Ltd$517K1
259North Dakota State Investment Board$513K1
260SIGNATUREFD, LLC$507K1
261Callan Family Office, LLC$507K1
262Cumberland Partners Ltd$507K1
263Harvest Portfolios Group Inc.$501K1
264Magnetar Financial LLC$488K1
265Wilmington Savings Fund Society, FSB$477K1
266CREDIT AGRICOLE S A$457K1
267COMMONWEALTH EQUITY SERVICES, LLC$454K1
268PROFUND ADVISORS LLC$445K1
269Laird Norton Wetherby Trust Company, LLC$435K1
270Sequoia Financial Advisors, LLC$416K1
271UniSuper Management Pty Ltd$414K1
272Cerity Partners LLC$413K1
273Meiji Yasuda Asset Management Co Ltd.$410K1
274Sunpointe, LLC$410K1
275Naviter Wealth, LLC$399K1
276WINTON GROUP Ltd$397K1
277NewEdge Wealth, LLC$384K1
278WEALTH ALLIANCE, LLC$376K1
279Jefferies Financial Group Inc.$376K1
280Parkside Financial Bank & Trust$373K1
281WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$369K1
282FIFTH THIRD BANCORP$363K1
283Metis Global Partners, LLC$361K1
284iSAM Funds (UK) Ltd$360K1
285Savant Capital, LLC$358K1
286Plato Investment Management Ltd$352K1
287Advisor OS, LLC$346K1
288Baron Wealth Management LLC$341K1
289EVERGREEN CAPITAL MANAGEMENT LLC$333K1
290Rockefeller Capital Management L.P.$332K1
291Blueshift Asset Management, LLC$329K1
292Chicago Partners Investment Group LLC$322K1
293KEYBANK NATIONAL ASSOCIATION/OH$322K1
294ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$321K1
295HB Wealth Management, LLC$307K1
296Citizens Business Bank$269K1
297OSLO PENSJONSFORSIKRING AS$268K1
298Tidal Investments LLC$267K1
299Vise Technologies, Inc.$262K1
300USS Investment Management Ltd$259K1
301Rafferty Asset Management, LLC$251K1
302Cypress Wealth Services, LLC$245K1
303MGO ONE SEVEN LLC$244K1
304ASR Vermogensbeheer N.V.$241K1
305AE Wealth Management LLC$240K1
306Ridgewood Investments LLC$236K1
307DV Trading LLC$236K1
308UMB Bank, n.a.$232K1
309UNITED CAPITAL FINANCIAL ADVISORS, LLC$229K1
310CWM, LLC$226K1
311Kestra Advisory Services, LLC$225K1
312Farringdon Capital, Ltd.$224K1
313Candriam S.C.A.$222K1
314Purpose Unlimited Inc.$221K1
315Allianz Asset Management GmbH$217K1
316Kathmere Capital Management, LLC$216K1
317Paragon Capital Management Ltd$214K1
318Wedmont Private Capital$211K1
319Net Worth Advisory Group$211K1
320SIMPLEX TRADING, LLC$209K1
321Envestnet Portfolio Solutions, Inc.$209K1
322PDS Planning, Inc$206K1
323COLDSTREAM CAPITAL MANAGEMENT INC$206K1
324SBI Okasan Asset Management Co.Ltd.$189K1
325Blue Trust, Inc.$186K1
326Smartleaf Asset Management LLC$183K1
327NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$160K1
328ARCADIA INVESTMENT MANAGEMENT CORP/MI$158K1
329Atlantic Union Bankshares Corp$154K1
330Addison Advisors LLC$149K1
331Archer Investment Corp$128K1
332Walleye Trading LLC$124K1
333Asset Dedication, LLC$120K1
334HighMark Wealth Management LLC$115K1
335ASSETMARK, INC$106K1
336Caitong International Asset Management Co., Ltd$105K1
337MATHER GROUP, LLC.$98.2K1
338WOLVERINE ASSET MANAGEMENT LLC$96.9K1
339TFC Financial Management, Inc.$95.9K1
340Axiom Investment Management LLC$76.4K1
341SFAM, LLC$76.4K1
342NISA INVESTMENT ADVISORS, LLC$63.3K1
343Murphy & Mullick Capital Management Corp$63.1K1
344Allworth Financial LP$58.1K1
345Pinnacle Wealth Planning Services, Inc.$55.7K1
346Arax Advisory Partners$53.6K1
347BEACON INVESTMENT ADVISORY SERVICES, INC.$48.9K1
348Longview Financial Advisors LLC$47.6K1
349State of Wyoming$43.1K1
350Cassaday & Co Wealth Management LLC$43.1K1
351Steward Partners Investment Advisory, LLC$42.5K1
352NATIXIS ADVISORS, LLC$38.2K1
353MAI Capital Management$36.5K1
354Geneos Wealth Management Inc.$33.5K1
355Clearstead Advisors, LLC$33.4K1
356Eurizon Capital SGR S.p.A.$31.7K1
357QV Investors Inc.$29.4K1
358MV CAPITAL MANAGEMENT, INC.$27.3K1
359Manchester Capital Management LLC$27.2K1
360TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$25.8K1
361Hilltop National Bank$23.3K1
362Community Financial Services Group, LLC$21.1K1
363SouthState Bank Corp$20.8K1
364Bell Investment Advisors, Inc$17.1K1
365West Branch Capital LLC$16.8K1
366CONTRAVISORY INVESTMENT MANAGEMENT, INC.$15.3K1
367Meramec Financial Planners, LLC$13.7K1
368CENTRAL TRUST Co$11.2K1
369Valued Wealth Advisors LLC$10.4K1
370Fairman Group, LLC$9.9K1
371HHM Wealth Advisors, LLC$9.6K1
372Triumph Capital Management$9.4K1
373NEW YORK STATE TEACHERS RETIREMENT SYSTEM$9.4K1
374JFS WEALTH ADVISORS, LLC$9.2K1
375Owl Creek Wealth Partners LLC$9.1K1
376MEEDER ASSET MANAGEMENT INC$8.6K1
377Grove Bank & Trust$8.5K1
378Accent Capital Management, LLC$7.8K1
379PRIVATE TRUST CO NA$7.7K1
380Treasurer of the State of North Carolina$7.6K1
381Frazier Financial Advisors, LLC$7.4K1
382JNBA Financial Advisors$6.7K1
383Mn Services Vermogensbeheer B.V.$6.7K1
384Kemnay Advisory Services Inc.$6.6K1
385WOLFF WIESE MAGANA LLC$6.3K1
386Marquette Asset Management, LLC$6.0K1
387Larson Financial Group LLC$6.0K1
388Mowery & Schoenfeld Wealth Management, LLC$5.8K1
389Retirement Wealth Solutions LLC$5.7K1
390TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$5.4K1
391Intentional Wealth Strategies, LLC$4.9K1
392True Wealth Design, LLC$4.4K1
393EFG International AG$4.0K1
394THRIVENT FINANCIAL FOR LUTHERANS$4.0K1
395Private Wealth Management Group, LLC$3.9K1
396Dogwood Wealth Management LLC$3.6K1
397Tacita Capital Inc$3.4K1
398FINANCIAL CONSULATE, INC$3.4K1
399Decker Retirement Planning Inc.$3.2K1
400Beaird Harris Wealth Management, LLC$3.1K1
401COUNTRY TRUST BANK$2.7K1
402Medallion Wealth Advisors, LLC$2.6K1
403DekaBank Deutsche Girozentrale$2.5K1
404Cromwell Holdings LLC$2.5K1
405Johnson Financial Group, Inc.$1.8K1
406State of Alaska, Department of Revenue$1.8K1
407CVA Family Office, LLC$1.7K1
408WPG Advisers, LLC$1.7K1
409HRT FINANCIAL LP$1.6K1
410Physician Wealth Advisors, Inc.$1.5K1
411JONES FINANCIAL COMPANIES LLLP$1.2K1
412Signature Equity Partners, LLC$1.2K1
413CX Institutional$1.1K1
414Claret Asset Management Corp$9021
415PARK AVENUE SECURITIES LLC$6981
416Spire Wealth Management$6771
417DiNuzzo Private Wealth, Inc.$6711
418Caitlin John, LLC$6711
419Rialto Wealth Management, LLC$4801
420South Dakota Investment Council$4121
421Quaker Wealth Management, LLC$3841
422American Capital Advisory, LLC$2881
423Transamerica Financial Advisors, LLC$2711
424Godfrey Financial Associates, Inc.$1921
425Smithfield Trust Co$1151
426GHP Investment Advisors, Inc.$961
427SBI Securities Co., Ltd.$961
428SJS Investment Consulting Inc.$961
429Merrithew & Thorsten Inc$571
430Raleigh Capital Management Inc.$61
431Capital Advisors, Ltd. LLC$51
432Avion Wealth$41
433NOMURA ASSET MANAGEMENT CO LTD$01
434Harvest Fund Management Co., Ltd$01
435MANNING & NAPIER ADVISORS LLC$01
436VANGUARD GROUP INC$01
437FIRST COMMONWEALTH FINANCIAL CORP /PA/$01
438MJP ASSOCIATES INC /ADV$01
439HARBOUR INVESTMENTS, INC.$01
440OSTERWEIS CAPITAL MANAGEMENT INC$01
441KENSICO CAPITAL MANAGEMENT CORP$01
442CIBC Private Wealth Group LLC$01
443Orion Porfolio Solutions, LLC$01
444NORGES BANK$01
445J. Goldman & Co LP$01
446Sigma Planning Corp$01
447GTS SECURITIES LLC$01
448Verition Fund Management LLC$01
449TWO SIGMA ADVISERS, LP$01
450DRW Securities, LLC$01
451Independent Franchise Partners LLP$01
452TCTC Holdings, LLC$01
453JCIC Asset Management Inc.$01
454Skandinaviska Enskilda Banken AB (publ)$01
455Edgestream Partners, L.P.$01
456Dynamic Technology Lab Private Ltd$01
457LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$01
458HENGEHOLD CAPITAL MANAGEMENT LLC$01
459Prospera Financial Services Inc$01
460Focus Partners Wealth$01
461HITE Hedge Asset Management LLC$01
462Headlands Technologies LLC$01
463FORSTA AP-FONDEN$01
464Squarepoint Ops LLC$01
465Clearstead Trust, LLC$01
466Cordatus Wealth Management LLC$01
467Lester Murray Antman dba SimplyRich$01
468SeaCrest Wealth Management, LLC$01
469ExodusPoint Capital Management, LP$01
470GABLES CAPITAL MANAGEMENT INC.$01
471Global Retirement Partners, LLC$01
472Hardy Reed LLC$01
473OneAscent Financial Services LLC$01
474CBIZ Investment Advisory Services, LLC$01
475Pacifica Partners Inc.$01
476Concord Wealth Partners$01
477DV EQUITIES, LLC$01
478Optiver Holding B.V.$01
479New Millennium Group LLC$01
480SageView Advisory Group, LLC$01
481Dunhill Financial, LLC$01
482LBP AM SA$01
483Central Pacific Bank - Trust Division$01
484Bayforest Capital Ltd$01
485OPTIMA CAPITAL LLC$01
486Congruence Capital, LLC$01
487Munich Reinsurance Co Stock Corp in Munich$01
Truncated by Public Filings. The published aggregate ranks the top 487 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 RBA

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for RBA · financials and macro

Financials — as filed PLANNED

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