Public record / Tickers / RBC

RBC — RBC Bearings INC

Both disclosure regimes on one name: who in Congress filed about RBC, 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
12
all PTR rows naming RBC
Members · 12m
1
1 buys · 3 sells · by trade date
Latest PTR
09-04
filed 2026-09-04
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

Thomas MacArthur · $15.0K–$50.0K

Sale · traded 2016-02-01 → filed 2016-03-03. Ranked over every RBC row by the provable lower bound, never a point estimate.

1 member · 1 buys / 3 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

2 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

6 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. 6 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING RBC · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning RBC
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-04Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 07-16 LATE·50d$1K–$15K
2026-07-02Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 06-30 +2d$1K–$15K
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 03-03 +35d$1K–$15K
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 11-24 +21d$1K–$15K
2025-07-10Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 06-16 +24d$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 12 ↗

Members active in RBC

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing RBC 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.
Gilbert Ray Cisneros, Jr. D–CA-314−$44.0K to $12.0K2

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

Congress ↔ notable managers · RBC

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
1 Gilbert Ray Cisneros, Jr. D–CA-31 $2K–$30K

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 · RBC BEARINGS INC

Merged timeline of congressional filings and notable-manager moves on RBC
DateWhoChangeSize
2026-09-04Gilbert Ray Cisneros, Jr. CongressSale$1K–$15K
2026-07-02Gilbert Ray Cisneros, Jr. CongressSale$1K–$15K
2026-05-15Bridgewater Associates 13Fnew+6,361 sh
2026-05-15Soros Fund Management 13Fnew+4,875 sh
2026-05-15Gotham Asset Management 13Ftrim−799 sh
2026-05-15Moore Capital Management 13Ftrim−46,786 sh

6 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 RBC for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.6B1
2Durable Capital Partners LP$1.2B1
3VANGUARD CAPITAL MANAGEMENT LLC$772M1
4FMR LLC$741M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$716M1
6STATE STREET CORP$508M1
7GEODE CAPITAL MANAGEMENT, LLC$382M1
8Artisan Partners Limited Partnership$313M1
9WASATCH ADVISORS LP$313M1
10Invesco Ltd.$260M1
11Maren Capital LLC$240M1
12Conestoga Capital Advisors, LLC$233M1
13FIRST TRUST ADVISORS LP$223M1
14Clearbridge Investments, LLC$200M1
15Port Capital LLC$187M1
16FRANKLIN RESOURCES INC$176M1
17MASSACHUSETTS FINANCIAL SERVICES CO /MA/$167M1
18AMERIPRISE FINANCIAL INC$161M1
19BAILLIE GIFFORD & CO$160M1
20TWO SIGMA INVESTMENTS, LP$155M1
21AQR CAPITAL MANAGEMENT LLC$155M1
22DIMENSIONAL FUND ADVISORS LP$152M1
23SNYDER CAPITAL MANAGEMENT L P$150M1
24MORGAN STANLEY$148M1
25NORTHERN TRUST CORP$146M1
26Stephens Investment Management Group LLC$144M1
27CHARLES SCHWAB INVESTMENT MANAGEMENT INC$143M1
28AMERICAN CENTURY COMPANIES INC$135M1
29Greenhouse Funds LLLP$127M1
30MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$126M1
31BLAIR WILLIAM & CO/IL$118M1
32VANGUARD FIDUCIARY TRUST CO$107M1
33WELLS FARGO & COMPANY/MN$102M1
34Bank of New York Mellon Corp$99.5M1
35BAMCO INC /NY/$98.6M1
36RAYMOND JAMES FINANCIAL INC$98.4M1
37JENNISON ASSOCIATES LLC$97.4M1
38AMERICAN CAPITAL MANAGEMENT INC$95.3M1
39Allspring Global Investments Holdings, LLC$81.9M1
40Alyeska Investment Group, L.P.$80.9M1
41ENVESTNET ASSET MANAGEMENT INC$80.0M1
42SEI INVESTMENTS CO$75.9M1
43ALLIANCEBERNSTEIN L.P.$73.0M1
44Cartenna Capital, LP$67.9M1
45ROYCE & ASSOCIATES LP$67.3M1
46MILLENNIUM MANAGEMENT LLC$66.2M1
47BRADLEY FOSTER & SARGENT INC/CT$65.7M1
48Gotham Asset Management, LLC$63.2M1
49EULAV Asset Management$61.2M1
50JANE STREET GROUP, LLC$61.1M1
51SEGALL BRYANT & HAMILL, LLC$53.1M1
52PRINCIPAL FINANCIAL GROUP INC$47.1M1
53Qube Research & Technologies Ltd$43.6M1
54BANK OF AMERICA CORP /DE/$42.4M1
55FIFTH THIRD BANCORP$40.7M1
56DF DENT & CO INC$39.9M1
57DRIEHAUS CAPITAL MANAGEMENT LLC$36.8M1
58FEDERATED HERMES, INC.$36.0M1
59DEUTSCHE BANK AG\$33.8M1
60PICTON MAHONEY ASSET MANAGEMENT$32.9M1
61One Madison Group LLC$32.6M1
62Swiss National Bank$32.3M1
63Nuveen, LLC$31.5M1
64UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$30.3M1
65Retirement Systems of Alabama$29.3M1
66Walleye Capital LLC$29.2M1
67FRONTIER CAPITAL MANAGEMENT CO LLC$28.9M1
68AXIOM INVESTORS LLC /DE$28.6M1
69CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$28.2M1
70Visualize Group LP$27.9M1
71Curi Capital, LLC$26.9M1
72UBS Group AG$26.5M1
73ROYAL BANK OF CANADA$25.9M1
74Cresset Asset Management, LLC$24.3M1
75STIFEL FINANCIAL CORP$24.0M1
76Legal & General Group Plc$22.4M1
77NEXT CENTURY GROWTH INVESTORS LLC$21.5M1
78Granahan Investment Management, LLC$20.9M1
79MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$20.2M1
80DAVIS R M INC$20.1M1
81Rockefeller Capital Management L.P.$19.3M1
82Champlain Investment Partners, LLC$19.0M1
83Regents Gate Capital LLP$18.4M1
84Tidal Investments LLC$17.2M1
85Connor, Clark & Lunn Investment Management Ltd.$17.1M1
86STATE OF WISCONSIN INVESTMENT BOARD$16.3M1
87LPL Financial LLC$16.2M1
88CITIGROUP INC$15.9M1
89Advisors Capital Management, LLC$15.5M1
9011 Capital Partners LP$14.4M1
91BALYASNY ASSET MANAGEMENT L.P.$14.1M1
92Mariner, LLC$14.1M1
93Grantham, Mayo, Van Otterloo & Co. LLC$13.7M1
94Carmel Capital Management L.L.C.$13.4M1
95NEW YORK STATE COMMON RETIREMENT FUND$13.3M1
96VANGUARD ASSET MANAGEMENT, Ltd$12.6M1
97STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$12.5M1
98ZACKS INVESTMENT MANAGEMENT$11.7M1
99IEQ CAPITAL, LLC$11.5M1
100CITADEL ADVISORS LLC$11.2M1
101RIVERBRIDGE PARTNERS LLC$11.1M1
102Pinnacle Financial Partners, Inc.$11.1M1
103PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$10.7M1
104Cerity Partners LLC$10.2M1
105TEACHER RETIREMENT SYSTEM OF TEXAS$10.0M1
106Bridge City Capital, LLC$9.9M1
107MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$9.7M1
108REGIONS FINANCIAL CORP$9.7M1
109MANUFACTURERS LIFE INSURANCE COMPANY, THE$9.1M1
110BOOTHBAY FUND MANAGEMENT, LLC$8.8M1
111MetLife Investment Management, LLC$8.6M1
112Universal- Beteiligungs- und Servicegesellschaft mbH$8.4M1
113Callan Family Office, LLC$8.4M1
114Orion Porfolio Solutions, LLC$7.7M1
115OPPENHEIMER ASSET MANAGEMENT INC.$7.5M1
116TD ASSET MANAGEMENT INC$7.5M1
117Trexquant Investment LP$7.4M1
118Janus Henderson Group Ltd.$7.2M1
119Vanguard Global Advisers, LLC$7.0M1
120NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$7.0M1
121Lisanti Capital Growth, LLC$6.9M1
122TRUIST FINANCIAL CORP$6.9M1
123DnB Asset Management AS$6.3M1
124Longaeva Partners L.P.$6.2M1
125CWM, LLC$6.1M1
126Susquehanna Portfolio Strategies, LLC$6.1M1
127L. Roy Papp & Associates, LLP$5.7M1
128Ensign Peak Advisors, Inc$5.7M1
129BARCLAYS PLC$5.6M1
130Pathstone Holdings, LLC$5.6M1
131Vestmark Advisory Solutions, Inc.$5.5M1
132HighTower Advisors, LLC$5.4M1
133State of New Jersey Common Pension Fund D$5.4M1
134Covenant Asset Management, LLC$5.1M1
135YOUSIF CAPITAL MANAGEMENT, LLC$5.1M1
136Cetera Investment Advisers$5.1M1
137Creative Planning$5.0M1
138VICTORY CAPITAL MANAGEMENT INC$5.0M1
139&PARTNERS$4.9M1
140TORRAY INVESTMENT PARTNERS LLC$4.9M1
141BRANT POINT INVESTMENT MANAGEMENT LLC$4.9M1
142Wakefield Asset Management LLLP$4.9M1
143Man Group plc$4.8M1
144Corient Private Wealth LLC$4.8M1
145OAK RIDGE INVESTMENTS LLC$4.6M1
146Oak Thistle LLC$4.6M1
147Arizona State Retirement System$4.5M1
148MERCER GLOBAL ADVISORS INC /ADV$4.4M1
149COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.3M1
150Zurcher Kantonalbank (Zurich Cantonalbank)$4.2M1
151Huntleigh Advisors, Inc.$4.2M1
152NewEdge Wealth, LLC$4.1M1
153STATE OF MICHIGAN RETIREMENT SYSTEM$4.1M1
154Vanguard Investments Australia, Ltd.$4.1M1
155NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$3.8M1
156KLP KAPITALFORVALTNING AS$3.6M1
157BNP Paribas Asset Management Holding S.A.$3.6M1
158MML INVESTORS SERVICES, LLC$3.5M1
159OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.5M1
160Bridgewater Associates, LP$3.5M1
161Atria Investments, Inc$3.4M1
1622Xideas AG$3.3M1
163DAVENPORT & Co LLC$3.3M1
164ARGENT CAPITAL MANAGEMENT LLC$3.2M1
165Quantinno Capital Management LP$3.2M1
166WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.2M1
167Ameritas Investment Partners, Inc.$3.2M1
168Atlantic Union Bankshares Corp$3.1M1
169Legato Capital Management LLC$3.0M1
170Krane Funds Advisors LLC$3.0M1
171US BANCORP \DE\$2.9M1
172Anfield Capital Management, LLC$2.8M1
173American Assets Investment Management, LLC$2.7M1
174HSBC HOLDINGS PLC$2.7M1
175Pictet Asset Management Holding SA$2.7M1
176SOROS FUND MANAGEMENT LLC$2.6M1
177B. Metzler seel. Sohn & Co. AG$2.6M1
178Concentric Capital Strategies, LP$2.6M1
179XPONANCE LLC$2.5M1
180Donoghue Forlines LLC$2.5M1
181SHEETS SMITH WEALTH MANAGEMENT$2.4M1
182ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$2.4M1
183Aubrey Capital Management Ltd$2.4M1
184BANK OF MONTREAL /CAN/$2.4M1
185ASHFORD CAPITAL MANAGEMENT INC$2.4M1
186CANADA PENSION PLAN INVESTMENT BOARD$2.4M1
187Calamos Advisors LLC$2.3M1
188Advisors Asset Management, Inc.$2.3M1
189Richard Bernstein Advisors LLC$2.2M1
190Graham Capital Management, L.P.$2.2M1
191NISA INVESTMENT ADVISORS, LLC$2.1M1
192Vanguard Personalized Indexing Management, LLC$2.0M1
193Gallo Partners, LP$2.0M1
194VOLORIDGE INVESTMENT MANAGEMENT, LLC$1.9M1
195Squarepoint Ops LLC$1.9M1
196OneDigital Investment Advisors LLC$1.9M1
197M&T BANK CORP$1.8M1
198O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.8M1
199Focus Partners Wealth$1.8M1
200VOYA INVESTMENT MANAGEMENT LLC$1.7M1
201NICOLET BANKSHARES INC$1.7M1
202OCCUDO QUANTITATIVE STRATEGIES LP$1.7M1
203NewEdge Advisors, LLC$1.6M1
204COOKSON PEIRCE & CO INC$1.5M1
205Grandeur Peak Global Advisors, LLC$1.5M1
206CONFLUENCE INVESTMENT MANAGEMENT LLC$1.5M1
207Lombard Odier Asset Management (USA) Corp$1.5M1
208EntryPoint Capital, LLC$1.4M1
209HighVista Strategies LLC$1.4M1
210AZZAD ASSET MANAGEMENT INC /ADV$1.4M1
211Alta Wealth Advisors LLC$1.4M1
212SummitTX Capital, L.P.$1.4M1
213Swiss Life Asset Management Ltd$1.3M1
214Brevan Howard Capital Management LP$1.3M1
215Sterling Capital Management LLC$1.3M1
216SANDLER CAPITAL MANAGEMENT$1.3M1
217DIVERSIFY WEALTH MANAGEMENT, LLC$1.3M1
218Merit Financial Group, LLC$1.3M1
219Steward Partners Investment Advisory, LLC$1.3M1
220QUADRANT CAPITAL GROUP LLC$1.3M1
221Sanctuary Advisors, LLC$1.3M1
222SECURIAN ASSET MANAGEMENT, INC$1.3M1
223NBT BANK, N.A.$1.3M1
224Crossmark Global Holdings, Inc.$1.2M1
225Avior Wealth Management, LLC$1.2M1
226Jefferies Financial Group Inc.$1.2M1
227Empowered Funds, LLC$1.2M1
228COMMERCE BANK$1.2M1
229BURNEY CO/$1.2M1
230Amundi$1.2M1
231Impact Capital Partners LLC$1.1M1
232GUGGENHEIM CAPITAL LLC$1.1M1
233GLENMEDE TRUST CO NA$1.1M1
234Yorktown Management & Research Co Inc$1.1M1
235Curated Wealth Partners LLC$1.1M1
236Federation des caisses Desjardins du Quebec$1.0M1
237Focus Partners Advisor Solutions, LLC$1.0M1
238Machina Capital S.A.S.$991K1
239FORA Capital, LLC$986K1
240Perbak Capital Partners LLP$981K1
241Apollon Wealth Management, LLC$978K1
242MAI Capital Management$960K1
243PRUDENTIAL FINANCIAL INC$956K1
244Quantum Private Wealth, LLC$950K1
245SUMMITRY LLC$929K1
246NFSG Corp$928K1
247CHESAPEAKE CAPITAL CORP /IL/$921K1
248FIDUCIARY TRUST CO$906K1
249Envestnet Portfolio Solutions, Inc.$898K1
250Utah Retirement Systems$890K1
251SIH Partners, LLLP$884K1
252EXCHANGE TRADED CONCEPTS, LLC$855K1
253FLAGSHIP HARBOR ADVISORS, LLC$851K1
254HB Wealth Management, LLC$840K1
255Maryland State Retirement & Pension System$818K1
256INTECH INVESTMENT MANAGEMENT LLC$772K1
257INTRUST BANK NA$767K1
258ARCADIA INVESTMENT MANAGEMENT CORP/MI$765K1
259COLDSTREAM CAPITAL MANAGEMENT INC$747K1
260Quadcap Wealth Management, LLC$733K1
261Diversified Trust Co$730K1
262Chicago Partners Investment Group LLC$713K1
263Meeder Advisory Services, Inc.$708K1
264ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$691K1
265ProShare Advisors LLC$689K1
266Verition Fund Management LLC$687K1
267QRG CAPITAL MANAGEMENT, INC.$665K1
268ANGELES WEALTH MANAGEMENT, LLC$662K1
269Private Advisor Group, LLC$655K1
270Vident Advisory, LLC$651K1
271CenterBook Partners LP$648K1
272Bull Harbor Capital LLC$648K1
273MITCHELL SINKLER & STARR/PA$637K1
274COMMONWEALTH EQUITY SERVICES, LLC$634K1
275SIMPLEX TRADING, LLC$629K1
276Baker Ellis Asset Management LLC$627K1
277Numerai GP LLC$623K1
278Round Rock Advisors LLC$620K1
279Summit Trail Advisors, LLC$616K1
280PFW Advisors LLC$616K1
281D.A. DAVIDSON & CO.$609K1
282AE Wealth Management LLC$603K1
283Brooklyn Investment Group$586K1
284Shay Capital LLC$584K1
285INCEPTIONR LLC$580K1
286OSAIC HOLDINGS, INC.$579K1
287Tower Research Capital LLC (TRC)$567K1
288SHELTON CAPITAL MANAGEMENT$553K1
289Krilogy Financial LLC$545K1
290Lido Advisors, LLC$544K1
291BROWN ADVISORY INC$543K1
292Allworth Financial LP$537K1
293CIBC Asset Management Inc$536K1
294World Investment Advisors$528K1
295Ashton Thomas Private Wealth, LLC$510K1
296ALPS ADVISORS INC$500K1
297Tannin Capital LLC$500K1
298North Dakota State Investment Board$492K1
299WEALTH ALLIANCE, LLC$491K1
300NORDEN GROUP LLC$484K1
301WADDELL & ASSOCIATES, LLC$483K1
302Prospera Financial Services Inc$483K1
303CHOREO, LLC$475K1
304AlphaCore Capital LLC$470K1
305Baker Avenue Asset Management, LP$465K1
306BRIDGES INVESTMENT MANAGEMENT INC$463K1
307XTX Topco Ltd$462K1
308EVERGREEN CAPITAL MANAGEMENT LLC$452K1
309Parkside Financial Bank & Trust$448K1
310Compound Planning, Inc.$439K1
311Schonfeld Strategic Advisors LLC$433K1
312Accurate Wealth Management, LLC$432K1
313Turtle Creek Wealth Advisors, LLC$432K1
314PROFUND ADVISORS LLC$430K1
315Mutual Advisors, LLC$427K1
316Institute for Wealth Management, LLC.$425K1
317PERSONAL CFO SOLUTIONS, LLC$419K1
318SUSQUEHANNA INTERNATIONAL GROUP, LLP$418K1
319Cynosure Group, LLC$409K1
320MOORE CAPITAL MANAGEMENT, LP$404K1
321Equitable Holdings, Inc.$401K1
322Rothschild Wealth LLC$398K1
323Lifestyle Asset Management, Inc.$396K1
324Meiji Yasuda Asset Management Co Ltd.$396K1
325VISTA FINANCE, LLC$393K1
326LifeWealth Investments, LLC$386K1
327Brand Asset Management Group, Inc.$385K1
328Waverly Advisors, LLC$375K1
329Smartleaf Asset Management LLC$370K1
330D. E. Shaw & Co., Inc.$369K1
331Wedmont Private Capital$369K1
332Transamerica Financial Advisors, LLC$368K1
333Raleigh Capital Management Inc.$363K1
334PRINCIPAL SECURITIES, INC.$362K1
335ANB BANK$359K1
336Snowden Capital Advisors LLC$355K1
337Engineers Gate Manager LP$338K1
338DAYMARK WEALTH PARTNERS, LLC$337K1
339Hilltop National Bank$337K1
340UNITED CAPITAL FINANCIAL ADVISORS, LLC$334K1
341MARCO INVESTMENT MANAGEMENT LLC$329K1
342STEPHENS INC /AR/$326K1
343ELEVATION POINT WEALTH PARTNERS, LLC$324K1
344RITHOLTZ WEALTH MANAGEMENT$323K1
345NorthCrest Asset Manangement, LLC$322K1
346CITIZENS FINANCIAL GROUP INC/RI$322K1
347Cordatus Wealth Management LLC$321K1
348XML Financial, LLC$315K1
349Dakota Wealth Management$314K1
350Portside Wealth Group, LLC$313K1
351KEYNOTE FINANCIAL SERVICES LLC$313K1
352iSAM Funds (UK) Ltd$304K1
353ASSETMARK, INC$303K1
354Petros Family Wealth, LLC$301K1
355Caerus Investment Advisors, LLC$300K1
356KEYBANK NATIONAL ASSOCIATION/OH$300K1
357PAX Financial Group, LLC$295K1
358MOODY ALDRICH PARTNERS LLC$294K1
359Sequoia Financial Advisors, LLC$294K1
360TWO SIGMA SECURITIES, LLC$293K1
361State of Wyoming$291K1
362Jain Global LLC$285K1
363PINNACLE ASSOCIATES LTD$279K1
364Pinnacle Wealth Management Advisory Group, LLC$279K1
365RiverPark Advisors, LLC$274K1
366Abel Hall, LLC$274K1
367Ellis Investment Partners, LLC$267K1
368Kestra Advisory Services, LLC$266K1
369EP Wealth Advisors, LLC$262K1
370Hardy Reed LLC$261K1
371J.W. COLE ADVISORS, INC.$259K1
372VestGen Advisors, LLC$253K1
373CLEAR WAVE WEALTH MANAGEMENT LLC$253K1
374GKV Capital Management Co., Inc.$253K1
375Net Worth Advisory Group$251K1
376Rice Partnership, LLC$250K1
377CAPSTONE INVESTMENT ADVISORS, LLC$248K1
378Sather Financial Group Inc$248K1
379EVOLVE PRIVATE WEALTH, LLC$244K1
380Rafferty Asset Management, LLC$242K1
381Vise Technologies, Inc.$241K1
382MATHER GROUP, LLC.$241K1
383FIDELIS CAPITAL PARTNERS, LLC$239K1
384Robertson Stephens Wealth Management, LLC$236K1
385YHB Investment Advisors, Inc.$231K1
386Intellectus Partners, LLC$231K1
387Sowell Financial Services LLC$229K1
388IHT Wealth Management, LLC$227K1
389NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$226K1
390Klingman & Associates, LLC$220K1
391Marin Bay Wealth Advisors, LLC$218K1
392Concurrent Investment Advisors, LLC$217K1
393Paragon Private Wealth Management, LLC$213K1
394IFC Advisors LLC$211K1
395Soltis Investment Advisors LLC$210K1
396Sivia Capital Partners, LLC$209K1
397SAGESPRING WEALTH PARTNERS, LLC$207K1
398OneAscent Financial Services LLC$205K1
399ASSOCIATED BANC-CORP$204K1
400SEEDS INVESTOR LLC$202K1
401RWA WEALTH PARTNERS, LLC$201K1
402GREAT VALLEY ADVISOR GROUP, INC.$201K1
403UMB Bank, n.a.$194K1
404USA FINANCIAL FORMULAS$173K1
405Quarry LP$163K1
406Arax Advisory Partners$159K1
407Larson Financial Group LLC$144K1
408SITTNER & NELSON, LLC$133K1
409OSTERWEIS CAPITAL MANAGEMENT INC$115K1
410Caitong International Asset Management Co., Ltd$96.7K1
411VIRTUS ADVISERS, LLC$86.9K1
412Measured Wealth Private Client Group, LLC$84.7K1
413TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$84.2K1
414SIGNATUREFD, LLC$78.2K1
415HM PAYSON & CO$70.6K1
416SBI Securities Co., Ltd.$57.6K1
417LORD, ABBETT & CO. LLC$54.7K1
418Arlington Trust Co LLC$51.1K1
419Mitsubishi UFJ Asset Management Co., Ltd.$44.5K1
420NOMURA ASSET MANAGEMENT CO LTD$42.4K1
421Millstone Evans Group, LLC$41.8K1
422Physician Wealth Advisors, Inc.$37.5K1
423NATIXIS ADVISORS, LLC$34.8K1
424PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$34.6K1
425West Branch Capital LLC$32.6K1
426DANSKE BANK A/S$32.6K1
427Bayforest Capital Ltd$31.0K1
428Kemnay Advisory Services Inc.$27.7K1
429Opal Wealth Advisors, LLC$25.0K1
430True Wealth Design, LLC$24.4K1
431JONES FINANCIAL COMPANIES LLLP$24.4K1
432PRIVATE TRUST CO NA$23.6K1
433Wilmington Savings Fund Society, FSB$21.7K1
434SJS Investment Consulting Inc.$21.7K1
435C M BIDWELL & ASSOCIATES LTD$21.2K1
436THRIVENT FINANCIAL FOR LUTHERANS$21.0K1
437MCF Advisors LLC$20.6K1
438WPG Advisers, LLC$20.6K1
439Annis Gardner Whiting Capital Advisors, LLC$20.1K1
440Activest Wealth Management$16.8K1
441Keating Financial Advisory Services, Inc.$16.8K1
442FARMERS & MERCHANTS INVESTMENTS INC$15.2K1
443CVA Family Office, LLC$15.2K1
444NATIONAL BANK OF CANADA /FI/$15.2K1
445ALGERT GLOBAL LLC$14.0K1
446Intentional Wealth Strategies, LLC$13.6K1
447JPL Wealth Management, LLC$11.4K1
448CANADA LIFE ASSURANCE Co$9.8K1
449JFS WEALTH ADVISORS, LLC$9.8K1
450Pinnacle Wealth Planning Services, Inc.$9.2K1
451ENTRUST FINANCIAL LLC$8.7K1
452Cetera Trust Company, N.A$8.1K1
453MidFirst Bank$8.1K1
454AMALGAMATED BANK$7.8K1
455Treasurer of the State of North Carolina$7.2K1
456TD Capital Management LLC$7.1K1
457Meramec Financial Planners, LLC$6.6K1
458RMG Wealth Management LLC$6.1K1
459CENTRAL TRUST Co$6.0K1
460JNBA Financial Advisors$6.0K1
461Clearstead Advisors, LLC$5.4K1
462Salomon & Ludwin, LLC$4.9K1
463ALBION FINANCIAL GROUP /UT$4.3K1
464NEW YORK STATE TEACHERS RETIREMENT SYSTEM$4.3K1
465MONTAG A & ASSOCIATES INC$4.1K1
466Provenance Wealth Advisors, LLC$3.8K1
467Owl Creek Wealth Partners LLC$3.8K1
468TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$3.4K1
469HRT FINANCIAL LP$3.4K1
470Marquette Asset Management, LLC$3.3K1
471Bell Investment Advisors, Inc$3.3K1
472Cromwell Holdings LLC$3.3K1
473DiNuzzo Private Wealth, Inc.$3.3K1
474Stone House Investment Management, LLC$2.2K1
475CENTAURUS FINANCIAL, INC.$2.2K1
476ACADIAN ASSET MANAGEMENT LLC$1.9K1
477SkyView Investment Advisors, LLC$1.7K1
478State of Alaska, Department of Revenue$1.7K1
479Kilter Group LLC$1.6K1
480Vermillion Wealth Management, Inc.$1.6K1
481Elequin Capital, LP$1.6K1
482Kingdom Financial Group LLC.$1.6K1
483Crews Bank & Trust$1.4K1
484PARK AVENUE SECURITIES LLC$1.3K1
485Jackson Creek Investment Advisors LLC$1.2K1
486SouthState Bank Corp$1.1K1
487Sachetta, LLC$1.1K1
488Rialto Wealth Management, LLC$1.1K1
489Blue Trust, Inc.$1.1K1
490HFM Investment Advisors, LLC$1.1K1
491Employees Retirement System of Texas$9021
492Virtu Financial LLC$7491
493MV CAPITAL MANAGEMENT, INC.$5441
494TFC Financial Management, Inc.$5441
495Cassaday & Co Wealth Management LLC$5441
496SHP Wealth Management$5431
497Signature Equity Partners, LLC$5431
498KBC Group NV$5101
499Harvest Fund Management Co., Ltd$121
500CX Institutional$121
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 / 3 sell
Congress net ($ bound)−$44.0K to $12.0K
Filers net (actions)not in build
Filers net ($ 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 RBC

RETAINED WINDOW · ACTIVE HITS
Signal hits naming RBC
KindRuleHits
COMMITTEEa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied2 hits

Every rule, with its definition →

Planned modules for RBC · financials and macro

Financials — as filed PLANNED

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