Public record / Tickers / REG

REG — REGENCY CENTERS CORP

Both disclosure regimes on one name: who in Congress filed about REG, 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
8
all PTR rows naming REG
Members · 12m
2
2 buys · 0 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
466
top-466 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

Tom Malinowski · $15.0K–$50.0K

Purchase · traded 2020-03-25 → filed 2021-08-26. Ranked over every REG row by the provable lower bound, never a point estimate.

2 members · 2 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.

6 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

2 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. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING REG · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning REG
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 01-09 +35d$1K–$15K
2022-09-14Kathy E. Manning D–NC-6Sale · JT (jointly owned)Traded 08-03 +42d$1K–$15K
2021-08-26Tom Malinowski D–NJ-7PurchaseTraded 2020-03-25 LATE·519d$15K–$50K
2021-08-26Tom Malinowski D–NJ-7PurchaseTraded 2019-11-29 LATE·636d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 8 ↗

Members active in REG

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing REG 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$1.0K to $15.0K2

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

Congress ↔ notable managers · REG

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

Adding
1 Bridgewater Associates $468K held
Trimming
1 Gotham Asset Management $14.8M held

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

Merged timeline of congressional filings and notable-manager moves on REG
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Bridgewater Associates 13Fnew+6,189 sh
2026-05-15Gotham Asset Management 13Ftrim−3,263 sh

3 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of REG for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.6B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$1.1B1
3STATE STREET CORP$937M1
4VANGUARD CAPITAL MANAGEMENT LLC$854M1
5PRINCIPAL FINANCIAL GROUP INC$757M1
6Invesco Ltd.$310M1
7Boston Partners$284M1
8NORTHERN TRUST CORP$247M1
9DIMENSIONAL FUND ADVISORS LP$202M1
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC$201M1
11APG Asset Management US Inc.$198M1
12DEUTSCHE BANK AG\$194M1
13FMR LLC$185M1
14MORGAN STANLEY$172M1
15UBS Group AG$117M1
16WELLINGTON MANAGEMENT GROUP LLP$109M1
17Legal & General Group Plc$106M1
18HSBC HOLDINGS PLC$104M1
19PRUDENTIAL FINANCIAL INC$99.4M1
20Amundi$91.4M1
21MASSACHUSETTS FINANCIAL SERVICES CO /MA/$83.5M1
22AMERICAN CENTURY COMPANIES INC$75.7M1
23Nuveen, LLC$73.4M1
24VANGUARD FIDUCIARY TRUST CO$71.3M1
25CITADEL ADVISORS LLC$63.2M1
26PFA Pension, Forsikringsaktieselskab$61.3M1
27BANK OF AMERICA CORP /DE/$54.4M1
28AQR CAPITAL MANAGEMENT LLC$45.1M1
29Quantinno Capital Management LP$43.0M1
30CI INVESTMENTS INC.$42.2M1
31RENAISSANCE TECHNOLOGIES LLC$41.6M1
32FIRST TRUST ADVISORS LP$41.5M1
33Mitsubishi UFJ Asset Management Co., Ltd.$40.1M1
34Swiss National Bank$38.6M1
35Universal- Beteiligungs- und Servicegesellschaft mbH$38.5M1
36GRS Advisors, LLC$36.0M1
37Robeco Institutional Asset Management B.V.$35.2M1
38CITIGROUP INC$34.1M1
39MILLENNIUM MANAGEMENT LLC$34.1M1
40CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$33.7M1
41Aberdeen Group plc$32.7M1
42Vanguard Global Advisers, LLC$26.2M1
43Arbejdsmarkedets Tillaegspension$25.7M1
44Asset Management One Co., Ltd.$25.3M1
45NOMURA ASSET MANAGEMENT CO LTD$24.1M1
46Jain Global LLC$23.0M1
47BNP Paribas Asset Management Holding S.A.$21.6M1
48PACIFIC HEIGHTS ASSET MANAGEMENT LLC$20.8M1
49GUGGENHEIM CAPITAL LLC$20.7M1
50CIBC Asset Management Inc$20.5M1
51FRANKLIN RESOURCES INC$18.2M1
52J. Goldman & Co LP$17.7M1
53Point72 Asset Management, L.P.$17.6M1
54WELLS FARGO & COMPANY/MN$16.2M1
55Vanguard Investments Australia, Ltd.$15.1M1
56MACQUARIE GROUP LTD$15.1M1
57Varma Mutual Pension Insurance Co$15.0M1
58Gotham Asset Management, LLC$14.8M1
59Susquehanna Portfolio Strategies, LLC$14.6M1
60BANK OF MONTREAL /CAN/$14.5M1
61Swedbank AB$14.4M1
62STATE OF WISCONSIN INVESTMENT BOARD$14.4M1
63ROYAL BANK OF CANADA$14.3M1
64ALLIANCEBERNSTEIN L.P.$13.9M1
65Daiwa Securities Group Inc.$13.8M1
66Schonfeld Strategic Advisors LLC$13.2M1
67STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$12.2M1
68State of New Jersey Common Pension Fund D$12.0M1
69Allianz Asset Management GmbH$11.9M1
70Zurcher Kantonalbank (Zurich Cantonalbank)$11.8M1
71Creative Planning$11.7M1
72RAYMOND JAMES FINANCIAL INC$11.7M1
73ADAGE CAPITAL PARTNERS GP, L.L.C.$11.1M1
74BALDWIN WEALTH PARTNERS LLC/MA$10.9M1
75AVIVA PLC$10.6M1
76VOYA INVESTMENT MANAGEMENT LLC$10.6M1
77Korea Investment CORP$10.5M1
78MACKENZIE FINANCIAL CORP$10.4M1
79MANUFACTURERS LIFE INSURANCE COMPANY, THE$10.4M1
80D. E. Shaw & Co., Inc.$10.3M1
81Retirement Systems of Alabama$9.6M1
82APG Asset Management N.V.$9.3M1
83COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$9.1M1
84STOREBRAND ASSET MANAGEMENT AS$9.1M1
85BOOTHBAY FUND MANAGEMENT, LLC$8.5M1
86Qube Research & Technologies Ltd$8.3M1
87NATIONAL BANK OF CANADA /FI/$8.1M1
88LPL Financial LLC$8.1M1
89SEI INVESTMENTS CO$7.7M1
90Resona Asset Management Co.,Ltd.$7.5M1
91CIBC Bancorp USA Inc.$6.9M1
92Calamos Advisors LLC$6.8M1
93FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$6.8M1
94JACOBS LEVY EQUITY MANAGEMENT, INC$6.7M1
95SummitTX Capital, L.P.$6.7M1
96VANGUARD ASSET MANAGEMENT, Ltd$6.6M1
97PANAGORA ASSET MANAGEMENT INC$6.5M1
98Vert Asset Management LLC$6.5M1
99ENVESTNET ASSET MANAGEMENT INC$6.4M1
100Graham Capital Management, L.P.$6.4M1
101BROWN ADVISORY INC$6.3M1
102Chevy Chase Trust Holdings, LLC$6.2M1
103NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$6.1M1
104TORONTO DOMINION BANK$5.8M1
105JANE STREET GROUP, LLC$5.7M1
106MERCER GLOBAL ADVISORS INC /ADV$5.7M1
107SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.6M1
108Pictet Asset Management Holding SA$5.4M1
109Tredje AP-fonden$5.2M1
110Corient Private Wealth LLC$5.0M1
111UniSuper Management Pty Ltd$4.8M1
112Focus Partners Wealth$4.8M1
113WESTPAC BANKING CORP$4.6M1
114Sumitomo Mitsui DS Asset Management Company, Ltd$4.6M1
115IFM Investors Pty Ltd$4.6M1
116SEB Asset Management AB$4.5M1
117Squarepoint Ops LLC$4.5M1
118FIRST MANHATTAN CO. LLC.$4.3M1
119ExodusPoint Capital Management, LP$4.2M1
120AZZAD ASSET MANAGEMENT INC /ADV$4.2M1
121TrustWell Financial Advisors, LLC$4.1M1
122NEOS Investment Management LLC$4.1M1
123Lansforsakringar Fondforvaltning AB (publ)$4.1M1
124Presima Securities ULC$3.8M1
125TD ASSET MANAGEMENT INC$3.7M1
126NISSAY ASSET MANAGEMENT CORP /JAPAN$3.6M1
127Metis Global Partners, LLC$3.6M1
128Arizona State Retirement System$3.6M1
129PUBLIC SECTOR PENSION INVESTMENT BOARD$3.5M1
130CREDIT AGRICOLE S A$3.5M1
131CIBC WORLD MARKET INC.$3.5M1
132Czech National Bank$3.4M1
133NEW YORK LIFE INVESTMENT MANAGEMENT LLC$3.3M1
134OP Asset Management Ltd$3.3M1
135STATE OF MICHIGAN RETIREMENT SYSTEM$3.2M1
136HighTower Advisors, LLC$3.2M1
137Cerity Partners LLC$3.1M1
138Mirae Asset Global Investments Co., Ltd.$3.0M1
139Janus Henderson Group Ltd.$3.0M1
140XPONANCE LLC$3.0M1
141O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.9M1
142Federation des caisses Desjardins du Quebec$2.5M1
143Eurizon Capital SGR S.p.A.$2.4M1
144VOLORIDGE INVESTMENT MANAGEMENT, LLC$2.4M1
145SCS Capital Management LLC$2.4M1
146Inspire Investing, LLC$2.3M1
147ProShare Advisors LLC$2.3M1
148Ensign Peak Advisors, Inc$2.3M1
149New Age Alpha Advisors, LLC$2.2M1
150Utah Retirement Systems$2.2M1
151QRG CAPITAL MANAGEMENT, INC.$2.2M1
152D L CARLSON INVESTMENT GROUP INC$2.0M1
153COMMONWEALTH EQUITY SERVICES, LLC$2.0M1
154LMR Partners LLP$2.0M1
155Richard Bernstein Advisors LLC$2.0M1
156Wealthfront Advisers LLC$2.0M1
157Andra AP-fonden$1.9M1
158M&T BANK CORP$1.9M1
159Swiss Life Asset Management Ltd$1.9M1
160VICTORY CAPITAL MANAGEMENT INC$1.9M1
161ASR Vermogensbeheer N.V.$1.9M1
162Rakuten Investment Management, Inc.$1.9M1
163ASSETMARK, INC$1.9M1
164BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.8M1
165CAXTON ASSOCIATES LLP$1.8M1
166BANK OF NOVA SCOTIA$1.8M1
167CANADA PENSION PLAN INVESTMENT BOARD$1.7M1
168Candriam S.C.A.$1.7M1
169ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1.7M1
170WORLDQUANT MILLENNIUM ADVISORS LLC$1.7M1
171Baker Ellis Asset Management LLC$1.6M1
172PICTON MAHONEY ASSET MANAGEMENT$1.6M1
173WEST PACES ADVISORS INC.$1.5M1
174WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.5M1
175OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.4M1
176BECK CAPITAL MANAGEMENT, LLC$1.4M1
177Pathstone Holdings, LLC$1.4M1
178Norinchukin Bank, The$1.4M1
179MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.3M1
180Caprock Group, LLC$1.3M1
181Rafferty Asset Management, LLC$1.2M1
182WOLVERINE ASSET MANAGEMENT LLC$1.2M1
183Vanguard Personalized Indexing Management, LLC$1.2M1
184Harvest Portfolios Group Inc.$1.2M1
185NORDEA INVESTMENT MANAGEMENT AB$1.2M1
186INTECH INVESTMENT MANAGEMENT LLC$1.2M1
187MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.2M1
188Moran Wealth Management, LLC$1.2M1
189Mariner, LLC$1.1M1
190Tower Research Capital LLC (TRC)$1.1M1
191RIA Advisory Group LLC$1.1M1
192Summit Trail Advisors, LLC$1.1M1
193Cetera Investment Advisers$1.1M1
194INCEPTIONR LLC$1.0M1
195Investment Management Corp of Ontario$941K1
196LECAP ASSET MANAGEMENT LTD$939K1
197Siemens Fonds Invest GmbH$929K1
198Y-Intercept (Hong Kong) Ltd$926K1
199TRUIST FINANCIAL CORP$911K1
200TWO SIGMA SECURITIES, LLC$906K1
201STIFEL FINANCIAL CORP$878K1
202GeoWealth Management, LLC$870K1
203Vident Advisory, LLC$859K1
204UNITED CAPITAL FINANCIAL ADVISORS, LLC$848K1
205National Pension Service$847K1
206EntryPoint Capital, LLC$804K1
207MML INVESTORS SERVICES, LLC$797K1
208Qtron Investments LLC$792K1
209HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$782K1
210ABN AMRO INVESTMENT SOLUTIONS$780K1
211Sanctuary Advisors, LLC$778K1
212UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$774K1
213MIZUHO SECURITIES USA LLC$753K1
214Belpointe Asset Management LLC$749K1
215Machina Capital S.A.S.$749K1
216LAZARD ASSET MANAGEMENT LLC$732K1
217Sargent Investment Group, LLC$729K1
218TWO SIGMA INVESTMENTS, LP$717K1
219Aaron Wealth Advisors LLC$717K1
220Maryland State Retirement & Pension System$708K1
221ING GROEP NV$698K1
222ROYAL LONDON ASSET MANAGEMENT LTD$692K1
223EVERGREEN CAPITAL MANAGEMENT LLC$690K1
224Crossmark Global Holdings, Inc.$689K1
225Probity Advisors, Inc.$688K1
226F/m Investments LLC$683K1
227NAPLES GLOBAL ADVISORS, LLC$678K1
228OSAIC HOLDINGS, INC.$671K1
229TECTONIC ADVISORS LLC$671K1
230CWM, LLC$670K1
231Generali Asset Management SPA SGR$659K1
232Chicago Partners Investment Group LLC$659K1
233Naviter Wealth, LLC$651K1
234DoubleLine ETF Adviser LP$644K1
235QUADRANT CAPITAL GROUP LLC$644K1
236Cambria Investment Management, L.P.$640K1
237Allworth Financial LP$636K1
238Sequoia Financial Advisors, LLC$625K1
239Tidal Investments LLC$619K1
240Atom Investors LP$617K1
241OMERS ADMINISTRATION Corp$617K1
242COMMERCE BANK$615K1
243Kingdom Financial Group LLC.$614K1
244DRW Securities, LLC$604K1
245Merit Financial Group, LLC$594K1
246Groupe la Francaise$577K1
247Allspring Global Investments Holdings, LLC$574K1
248Pasadena Private Wealth, LLC$550K1
249Frec Markets, Inc.$521K1
250Dai-ichi Life Insurance Company, Ltd$517K1
251Emerald Investment Advisers, LLC$513K1
252Woodline Partners LP$513K1
253MUFG Securities EMEA plc$507K1
254Kestra Advisory Services, LLC$487K1
255TOKIO MARINE ASSET MANAGEMENT CO LTD$485K1
256Assenagon Asset Management S.A.$481K1
257Bridgewater Associates, LP$468K1
258Callan Family Office, LLC$467K1
259WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$464K1
260Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$447K1
261Fisher Asset Management, LLC$442K1
262PRUDENTIAL PLC$439K1
263GTS SECURITIES LLC$423K1
264Wealthcare Capital Partners, LLC$418K1
265NOMURA HOLDINGS INC$407K1
266North Dakota State Investment Board$399K1
267NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$398K1
268BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$398K1
269&PARTNERS$397K1
270US BANCORP \DE\$396K1
271Telos Capital Management, Inc.$395K1
272Brooklyn Investment Group$387K1
273Headlands Technologies LLC$366K1
274Kera Capital Partners, Inc.$361K1
275Orion Porfolio Solutions, LLC$358K1
276Larson Financial Group LLC$353K1
277Compound Planning, Inc.$350K1
278Krilogy Financial LLC$347K1
279Curi Capital, LLC$346K1
280Atria Investments, Inc$345K1
281Meeder Advisory Services, Inc.$342K1
282HUB Investment Partners, LLC$341K1
283Smartleaf Asset Management LLC$340K1
284JOURNEY STRATEGIC WEALTH LLC$339K1
285Diligent Investors, LLC$338K1
286EP Wealth Advisors, LLC$336K1
287SECURIAN ASSET MANAGEMENT, INC$336K1
288NATIXIS$335K1
289Baker Avenue Asset Management, LP$331K1
290Krane Funds Advisors LLC$321K1
291Intrua Financial, LLC$316K1
292Optas, LLC$310K1
293INSIGNEO ADVISORY SERVICES, LLC$303K1
294Comprehensive Money Management Services LLC$299K1
295Lido Advisors, LLC$295K1
296Engineers Gate Manager LP$292K1
297FEDERATED HERMES, INC.$288K1
298COLDSTREAM CAPITAL MANAGEMENT INC$286K1
299IRON Financial LLC$286K1
300Sagewood Asset Management LP$286K1
301Meiji Yasuda Asset Management Co Ltd.$281K1
302ELEVATION POINT WEALTH PARTNERS, LLC$270K1
303FIFTH THIRD BANCORP$267K1
304Vestmark Advisory Solutions, Inc.$265K1
305FIL Ltd$264K1
306Aprio Wealth Management, LLC$263K1
307Cetera Trust Company, N.A$261K1
308PATTON FUND MANAGEMENT, INC.$244K1
309Impact Partnership Wealth, LLC$230K1
310AE Wealth Management LLC$230K1
311Envestnet Portfolio Solutions, Inc.$229K1
312SCHRODER INVESTMENT MANAGEMENT GROUP$227K1
313Cresset Asset Management, LLC$225K1
314Portfolio Design Labs, LLC$224K1
315NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$222K1
316HB Wealth Management, LLC$220K1
317Inscription Capital, LLC$214K1
318Proficio Capital Partners LLC$212K1
319Legacy Wealth Asset Management, LLC$209K1
320IEQ CAPITAL, LLC$207K1
321Wedmont Private Capital$207K1
322Avalon Trust Co$205K1
323MASTERINVEST Kapitalanlage GmbH$205K1
324SIGNATUREFD, LLC$173K1
325ALERUS FINANCIAL NA$164K1
326TEMA ETFS LLC$154K1
327Rockefeller Capital Management L.P.$149K1
328EXCHANGE TRADED CONCEPTS, LLC$137K1
329AEW CAPITAL MANAGEMENT L P$136K1
330Bank Julius Baer & Co. Ltd, Zurich$112K1
331Ameritas Investment Partners, Inc.$112K1
332Pinnacle Wealth Planning Services, Inc.$95.3K1
333MAI Capital Management$88.8K1
334Bayforest Capital Ltd$86.7K1
335CONTRAVISORY INVESTMENT MANAGEMENT, INC.$79.4K1
336Triumph Capital Management$76.4K1
337Banque Cantonale Vaudoise$67.0K1
338SJS Investment Consulting Inc.$52.3K1
339TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$45.4K1
340State of Wyoming$45.2K1
341Cromwell Holdings LLC$43.0K1
342FINANCIAL CONSULATE, INC$39.8K1
343Clearstead Advisors, LLC$32.8K1
344MATHER GROUP, LLC.$29.6K1
345Spire Wealth Management$26.5K1
346CANADA LIFE ASSURANCE Co$25.9K1
347Arax Advisory Partners$24.9K1
348KBC Group NV$22.0K1
349True Wealth Design, LLC$19.2K1
350CVA Family Office, LLC$17.4K1
351Steward Partners Investment Advisory, LLC$17.3K1
352Parkside Financial Bank & Trust$16.6K1
353Dogwood Wealth Management LLC$15.7K1
354Lavaca Capital LLC$15.1K1
355Blue Trust, Inc.$13.3K1
356Bell Investment Advisors, Inc$11.8K1
357Owl Creek Wealth Partners LLC$9.6K1
358HRT FINANCIAL LP$9.5K1
359Ritter Daniher Financial Advisory LLC / DE$9.2K1
360DELTA ASSET MANAGEMENT LLC/TN$8.9K1
361ARMSTRONG ADVISORY GROUP, INC$8.6K1
362UMB Bank, n.a.$8.2K1
363State of Alaska, Department of Revenue$8.1K1
364Vanguard National Trust Co$7.9K1
365NATIXIS ADVISORS, LLC$7.8K1
366TD Waterhouse Canada Inc.$7.7K1
367Clearstead Trust, LLC$6.7K1
368DekaBank Deutsche Girozentrale$6.1K1
369JPL Wealth Management, LLC$6.0K1
370Treasurer of the State of North Carolina$5.9K1
371Fairman Group, LLC$5.8K1
372ELEVATION WEALTH PARTNERS, LLC$5.7K1
373Kemnay Advisory Services Inc.$5.5K1
374Grove Bank & Trust$5.3K1
375MidFirst Bank$4.8K1
376POM Investment Strategies, LLC$4.3K1
377DT Investment Partners, LLC$4.1K1
378Manchester Capital Management LLC$3.9K1
379THRIVENT FINANCIAL FOR LUTHERANS$3.3K1
380Vestcor Inc$2.9K1
381Annis Gardner Whiting Capital Advisors, LLC$2.8K1
382CBIZ Investment Advisory Services, LLC$2.6K1
383Salomon & Ludwin, LLC$2.5K1
384AMALGAMATED BANK$2.3K1
385Clayton Financial Group LLC$2.2K1
386IMG Wealth Management, Inc.$2.1K1
387SUMMIT SECURITIES GROUP LLC$2.0K1
388Physician Wealth Advisors, Inc.$2.0K1
389Abound Wealth Management$2.0K1
390Burk Holdings LLC$2.0K1
391Sachetta, LLC$1.9K1
392Rialto Wealth Management, LLC$1.5K1
393Transamerica Financial Advisors, LLC$1.1K1
394Private Wealth Management Group, LLC$1.1K1
395Intentional Wealth Strategies, LLC$1.1K1
396MV CAPITAL MANAGEMENT, INC.$1.1K1
397WEBSTER BANK, N. A.$1.1K1
398Activest Wealth Management$1.1K1
399INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$9891
400Sunrise Financial Services, LLC$9081
401ALBION FINANCIAL GROUP /UT$7571
402Clark Wealth Partners$7571
403TD Capital Management LLC$4871
404ACADIAN ASSET MANAGEMENT LLC$3981
405Kilter Group LLC$3791
406SouthState Bank Corp$2271
407SHP Wealth Management$2271
408AMERIFLEX GROUP, INC.$2271
409GSA CAPITAL PARTNERS LLP$2021
410Quaker Wealth Management, LLC$761
411TFC Financial Management, Inc.$761
412American Capital Advisory, LLC$761
413Penserra Capital Management LLC$681
414Capital Analysts, LLC$241
415Capital Advisors, Ltd. LLC$71
416Avion Wealth$21
417Jefferies Financial Group Inc.$01
418VANGUARD GROUP INC$01
419BARCLAYS PLC$01
420TEACHER RETIREMENT SYSTEM OF TEXAS$01
421HARBOUR INVESTMENTS, INC.$01
422HOWARD HUGHES MEDICAL INSTITUTE$01
423CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$01
4241832 Asset Management L.P.$01
425VIRGINIA RETIREMENT SYSTEMS ET Al$01
426ARCADIA INVESTMENT MANAGEMENT CORP/MI$01
427CIBC WORLD MARKETS CORP$01
428BALYASNY ASSET MANAGEMENT L.P.$01
429CIBC Private Wealth Group LLC$01
430Grantham, Mayo, Van Otterloo & Co. LLC$01
431NORGES BANK$01
432Alyeska Investment Group, L.P.$01
433Verition Fund Management LLC$01
434Skandinaviska Enskilda Banken AB (publ)$01
435LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$01
436Baader Bank Aktiengesellschaft$01
437Man Group plc$01
438DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$01
439Hazelview Securities Inc.$01
440Verdence Capital Advisors LLC$01
441Global Retirement Partners, LLC$01
442Robertson Stephens Wealth Management, LLC$01
443CERTUITY, LLC$01
444M&G Plc$01
445DV EQUITIES, LLC$01
446STABLEFORD CAPITAL II LLC$01
447NewEdge Wealth, LLC$01
448Invst, LLC$01
449AlphaQuest LLC$01
450SageView Advisory Group, LLC$01
451Signature Resources Capital Management, LLC$01
452Dunhill Financial, LLC$01
453Caitong International Asset Management Co., Ltd$01
454Quarry LP$01
455VCI Wealth Management LLC$01
456Scientech Research LLC$01
457Sivia Capital Partners, LLC$01
458Mowery & Schoenfeld Wealth Management, LLC$01
459LANDMARK INVESTMENT PARTNERS, L.P.$01
460Havemeyer Place LP$01
461Sophron Capital Management L.P.$01
462Aster Capital Management (DIFC) Ltd$01
463OPTIMA CAPITAL LLC$01
464Cander Asset Management LP$01
465Fideuram Asset Management (Ireland) dac$01
466Quattro Advisors LLC$01
Truncated by Public Filings. The published aggregate ranks the top 466 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)2 buy / 0 sell
Congress net ($ bound)$2.0K to $30.0K
Filers net (actions)not in build
Filers net ($ 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 REG

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

Financials — as filed PLANNED

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