Public record / Tickers / RIO

RIO — RIO TINTO PLC

Both disclosure regimes on one name: who in Congress filed about RIO, 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
39
all PTR rows naming RIO
Members · 12m
2
2 buys · 2 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $100K–$250K

Sale · traded 2023-07-10 → filed 2023-08-13. Ranked over every RIO row by the provable lower bound, never a point estimate.

2 members · 2 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.

8 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

9 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. 9 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING RIO · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning RIO
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-30 LATE·113d$15K–$50K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-08-14Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 07-03 +42d$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 39 ↗

Members active in RIO

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing RIO 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
Alan Armstrong R–OK1$15.0K to $50.0K2

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

Congress ↔ notable managers · RIO

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

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $15K–$50K
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Bridgewater Associates $10.7M held
Trimming
1 Gotham Asset Management $1.3M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · RIO TINTO PLC

Merged timeline of congressional filings and notable-manager moves on RIO
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$15K–$50K
2026-05-15Bridgewater Associates 13Fadd+104,777 sh
2026-05-15Gotham Asset Management 13Ftrim−62 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 RIO for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$1.0B1
2MORGAN STANLEY$456M1
3MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$395M1
4ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$346M1
5BANK OF AMERICA CORP /DE/$338M1
6Qube Research & Technologies Ltd$222M1
7FMR LLC$203M1
8BlackRock, Inc.$197M1
9BANK OF MONTREAL /CAN/$192M1
10Grantham, Mayo, Van Otterloo & Co. LLC$187M1
11HARDING LOEVNER LP$184M1
12NORTHERN TRUST CORP$172M1
13DIMENSIONAL FUND ADVISORS LP$157M1
14CITIGROUP INC$144M1
15EARNEST PARTNERS LLC$135M1
16UBS Group AG$122M1
17WELLS FARGO & COMPANY/MN$121M1
18ROYAL BANK OF CANADA$112M1
19Altshuler Shaham Ltd$107M1
20Palliser Capital (UK) Ltd$96.8M1
21JANE STREET GROUP, LLC$93.6M1
22RENAISSANCE TECHNOLOGIES LLC$90.1M1
23Clearbridge Investments, LLC$83.3M1
24TODD ASSET MANAGEMENT LLC$81.6M1
25RAYMOND JAMES FINANCIAL INC$81.3M1
26ENVESTNET ASSET MANAGEMENT INC$78.2M1
27FRANKLIN RESOURCES INC$73.2M1
28DEUTSCHE BANK AG\$59.8M1
291832 Asset Management L.P.$59.7M1
30WELLINGTON MANAGEMENT GROUP LLP$58.3M1
31AMERICAN CENTURY COMPANIES INC$55.6M1
32SEI INVESTMENTS CO$52.6M1
33CAPITAL ADVISORS INC/OK$49.4M1
34ADAGE CAPITAL PARTNERS GP, L.L.C.$48.9M1
35FIRST TRUST ADVISORS LP$48.5M1
36LPL Financial LLC$48.0M1
37Creative Planning$47.2M1
38PACIFIC HEIGHTS ASSET MANAGEMENT LLC$39.6M1
39MASSACHUSETTS FINANCIAL SERVICES CO /MA/$38.9M1
40Aberdeen Group plc$37.6M1
41CITADEL ADVISORS LLC$23.8M1
42FIL Ltd$23.0M1
43NATIONAL BANK OF CANADA /FI/$22.4M1
44ANCHOR CAPITAL ADVISORS LLC$21.9M1
45STIFEL FINANCIAL CORP$21.9M1
46BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$19.8M1
47Quantinno Capital Management LP$18.7M1
48SteelPeak Wealth, LLC$18.3M1
49CHARLES SCHWAB INVESTMENT MANAGEMENT INC$18.1M1
50JENNISON ASSOCIATES LLC$18.0M1
51OSAIC HOLDINGS, INC.$17.4M1
52O'SHAUGHNESSY ASSET MANAGEMENT, LLC$17.2M1
53Oak Harvest Investment Services$17.0M1
54Cetera Investment Advisers$17.0M1
55SCS Capital Management LLC$16.3M1
56SCOTIA CAPITAL INC.$16.1M1
57Bell Bank$14.0M1
58Capital Wealth Planning, LLC$13.6M1
59Greenline Partners, LLC$13.5M1
60OPPENHEIMER ASSET MANAGEMENT INC.$13.1M1
61Foresight Global Investors, Inc.$12.5M1
62QSM Asset Management Ltd$12.4M1
63COMMONWEALTH EQUITY SERVICES, LLC$12.1M1
64Kapitalo Investimentos Ltda$11.9M1
65AQR CAPITAL MANAGEMENT LLC$11.9M1
66Sanctuary Advisors, LLC$11.8M1
67Segment Wealth Management, LLC$11.6M1
68Rockefeller Capital Management L.P.$11.3M1
69CIDEL ASSET MANAGEMENT INC$11.2M1
70Old West Investment Management, LLC$11.1M1
71Moran Wealth Management, LLC$11.0M1
72Bridgewater Associates, LP$10.7M1
73D.A. DAVIDSON & CO.$10.6M1
74SummitTX Capital, L.P.$10.5M1
75US BANCORP \DE\$10.5M1
76NAPLES GLOBAL ADVISORS, LLC$10.3M1
77Mariner, LLC$10.2M1
78XTX Topco Ltd$10.1M1
79Deltroit Asset Management (UK) LLP$10.0M1
80SALEM INVESTMENT COUNSELORS INC$9.8M1
81LMR Partners LLP$9.8M1
82Allspring Global Investments Holdings, LLC$9.6M1
83Bragg Financial Advisors, Inc$9.6M1
84WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$9.2M1
85Tidal Investments LLC$9.2M1
86HighTower Advisors, LLC$9.1M1
87Soltis Investment Advisors LLC$9.0M1
88Tower Research Capital LLC (TRC)$8.9M1
89QRG CAPITAL MANAGEMENT, INC.$8.9M1
90Addenda Capital Inc.$8.8M1
91Squarepoint Ops LLC$8.7M1
92Connor, Clark & Lunn Investment Management Ltd.$8.7M1
93Orion Porfolio Solutions, LLC$8.5M1
94CWM, LLC$8.4M1
95Crossmark Global Holdings, Inc.$7.4M1
96Cerity Partners LLC$7.4M1
97NewEdge Advisors, LLC$7.4M1
98TRUIST FINANCIAL CORP$7.0M1
99FORA Capital, LLC$7.0M1
100MML INVESTORS SERVICES, LLC$6.9M1
101ASSETMARK, INC$6.8M1
102Amundi$6.8M1
103Goelzer Investment Management, Inc.$6.8M1
104Oxbow Advisors, LLC$6.7M1
105TD Waterhouse Canada Inc.$6.6M1
106Gilman Hill Asset Management, LLC$6.6M1
107Moors & Cabot, Inc.$6.5M1
108STEPHENS INC /AR/$6.4M1
109Man Group plc$6.3M1
110Blume Capital Management, Inc.$6.3M1
111M&T BANK CORP$6.2M1
112Brooklyn Investment Group$6.1M1
113MONTAG A & ASSOCIATES INC$6.0M1
114Advisors Asset Management, Inc.$5.9M1
115Atria Investments, Inc$5.8M1
116Capital Investment Advisors, LLC$5.7M1
117Uncommon Cents Investing LLC$5.7M1
118Bank Julius Baer & Co. Ltd, Zurich$5.7M1
119&PARTNERS$5.7M1
120HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$5.6M1
121LMCG INVESTMENTS, LLC$5.4M1
122Federation des caisses Desjardins du Quebec$5.4M1
123Callan Family Office, LLC$5.4M1
124MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.4M1
125Boston Partners$5.4M1
126Modera Wealth Management, LLC$5.3M1
127NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5.2M1
128Northwest Bancshares, Inc.$5.2M1
129FARALLON CAPITAL MANAGEMENT, L.L.C.$5.0M1
130MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$5.0M1
131D. E. Shaw & Co., Inc.$4.9M1
132ADVOCATE GROUP LLC$4.9M1
133SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.8M1
134BRASADA CAPITAL MANAGEMENT, LP$4.7M1
135DRW Securities, LLC$4.7M1
136PINNACLE ASSOCIATES LTD$4.7M1
137Lido Advisors, LLC$4.6M1
138SPX Gestao de Recursos Ltda$4.5M1
139NewEdge Wealth, LLC$4.5M1
140EagleClaw Capital Managment, LLC$4.4M1
141MERCER GLOBAL ADVISORS INC /ADV$4.4M1
142Cinctive Capital Management LP$4.4M1
143MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$4.3M1
144TrueMark Investments, LLC$4.3M1
145OPAL CAPITAL LLC$4.3M1
146Amanah Holdings Trust$4.2M1
147DAVENPORT & Co LLC$4.1M1
148Verdence Capital Advisors LLC$4.1M1
149Vestmark Advisory Solutions, Inc.$4.0M1
150Hamilton Point Investment Advisors, LLC$3.9M1
151Vident Advisory, LLC$3.8M1
152K.J. Harrison & Partners Inc$3.8M1
153Alphadyne Asset Management LP$3.7M1
154Vanguard Personalized Indexing Management, LLC$3.7M1
155Y-Intercept (Hong Kong) Ltd$3.7M1
156Corient Private Wealth LLC$3.6M1
157Limestone Investment Advisors LP$3.5M1
158Kestra Advisory Services, LLC$3.5M1
159Royal Fund Management, LLC$3.5M1
160Manske Wealth Management$3.4M1
161FIFTH THIRD BANCORP$3.4M1
162GUGGENHEIM CAPITAL LLC$3.3M1
163Waverly Advisors, LLC$3.3M1
164Synergy Asset Management, LLC$3.3M1
165LGT Group Foundation$3.2M1
166Private Advisor Group, LLC$3.2M1
167Trust Investment Advisors$3.2M1
168OPPENHEIMER & CO INC$3.0M1
169CREDIT AGRICOLE S A$3.0M1
170BTC Capital Management, Inc.$2.9M1
171COMMERCE BANK$2.8M1
172CENTRAL VALLEY ADVISORS, LLC$2.8M1
173RITHOLTZ WEALTH MANAGEMENT$2.8M1
174REGIONS FINANCIAL CORP$2.7M1
175Focus Partners Wealth$2.7M1
176CHOREO, LLC$2.7M1
177Pinnacle Financial Partners, Inc.$2.7M1
178LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.6M1
179Laird Norton Wetherby Trust Company, LLC$2.6M1
180Recurrent Investment Advisors LLC$2.5M1
181Walleye Capital LLC$2.5M1
182Columbus Macro, LLC$2.5M1
183Strategic Global Advisors, LLC$2.5M1
184SCHRODER INVESTMENT MANAGEMENT GROUP$2.4M1
185ALLEN WEALTH MANAGEMENT, LLC$2.4M1
186Banco Santander, S.A.$2.4M1
187Prospera Financial Services Inc$2.4M1
188Family Legacy, Inc.$2.4M1
189IEQ CAPITAL, LLC$2.4M1
190Pathstone Holdings, LLC$2.4M1
191Live Oak Investment Partners$2.3M1
192Sequoia Financial Advisors, LLC$2.3M1
193Parallax Volatility Advisers, L.P.$2.3M1
194SHARPEPOINT LLC$2.3M1
195EVERGREEN CAPITAL MANAGEMENT LLC$2.3M1
196UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$2.2M1
197PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$2.2M1
198Aviso Financial Inc.$2.2M1
199RFG Advisory, LLC$2.2M1
200Dana Investment Advisors, Inc.$2.1M1
201Steward Partners Investment Advisory, LLC$2.1M1
202ABBINGTON INVESTMENT GROUP$2.1M1
203SIGNATUREFD, LLC$2.1M1
204BLAIR WILLIAM & CO/IL$2.1M1
205QUADRANT CAPITAL GROUP LLC$2.1M1
206U.S. Capital Wealth Advisors, LLC$2.1M1
207Naviter Wealth, LLC$2.0M1
208Compound Planning, Inc.$2.0M1
209Castellan Group$2.0M1
210Transmarket Holdings LP$2.0M1
211Ellsworth Advisors, LLC$2.0M1
212NLB Skladi, upravljanje premozenja, d.o.o.$2.0M1
213Bank Pictet & Cie (Europe) AG$2.0M1
214EAGLE GLOBAL ADVISORS LLC$1.9M1
215Americana Partners, LLC$1.9M1
216Vise Technologies, Inc.$1.9M1
217SHRIER WEALTH MANAGEMENT, LLC$1.8M1
218Independent Advisor Alliance$1.8M1
219MILLENNIUM MANAGEMENT LLC$1.8M1
220Jain Global LLC$1.8M1
221LFG Wealth Partners, LLC$1.8M1
222COURIER CAPITAL LLC$1.7M1
223Eagle Bluffs Wealth Management LLC$1.7M1
224Evelyn Partners Asset Management Ltd$1.7M1
225KESTRA PRIVATE WEALTH SERVICES, LLC$1.7M1
226Philip James Wealth Mangement, LLC$1.7M1
227Vectors Research Management, LLC$1.6M1
228Perigon Wealth Management, LLC$1.6M1
229FOURPATH CAPITAL MANAGEMENT, LLC$1.6M1
230FOUNDERS FINANCIAL SECURITIES LLC$1.6M1
231ELEVATION POINT WEALTH PARTNERS, LLC$1.6M1
232VPR Management LLC$1.6M1
233Sigma Planning Corp$1.6M1
234HORIZON KINETICS ASSET MANAGEMENT LLC$1.5M1
235LGT Fund Management Co Ltd.$1.5M1
236Beacon Pointe Advisors, LLC$1.5M1
237Cadence Wealth Management LLC$1.5M1
238Qtron Investments LLC$1.5M1
239CHESAPEAKE CAPITAL CORP /IL/$1.5M1
240Blue Trust, Inc.$1.5M1
241Snowden Capital Advisors LLC$1.4M1
242Artemis Investment Management LLP$1.4M1
243Steadtrust LLC$1.4M1
244Wealth Management Partners, LLC$1.4M1
245Disciplined Investors, L.L.C.$1.4M1
246FCG Investment Co$1.4M1
247Marks Group Wealth Management, Inc$1.4M1
248MITCHELL & PAHL PRIVATE WEALTH, LLC$1.3M1
249Jackson Hole Capital Partners, LLC$1.3M1
250World Investment Advisors$1.3M1
251Gotham Asset Management, LLC$1.3M1
252OLD MISSION CAPITAL LLC$1.3M1
253Equitable Holdings, Inc.$1.3M1
254Leisure Capital Management$1.3M1
255CLOVERFIELDS CAPITAL GROUP, LP$1.3M1
256Kovack Advisors, Inc.$1.3M1
257Berkeley Capital Partners, LLC$1.3M1
258Te Ahumairangi Investment Management Ltd$1.3M1
259Aaron Wealth Advisors LLC$1.2M1
260WESTBOURNE INVESTMENTS, INC.$1.2M1
261Frank, Rimerman Advisors LLC$1.2M1
262Compass Wealth Management LLC$1.2M1
263AssuredPartners Investment Advisors, LLC$1.2M1
264INDEPENDENT FINANCIAL GROUP, LLC$1.2M1
265Cumberland Partners Ltd$1.2M1
266ExodusPoint Capital Management, LP$1.2M1
267BAILARD, INC.$1.2M1
268OpenArc Corporate Advisory, LLC$1.1M1
269Columbia Asset Management$1.1M1
270First City Capital Management, Inc.$1.1M1
271Curi Capital, LLC$1.1M1
272JOHNSON INVESTMENT COUNSEL INC$1.1M1
273Aegis Wealth Management LLC$1.1M1
274Sowell Financial Services LLC$1.1M1
275WealthTrust Axiom LLC$1.1M1
276DV Trading LLC$1.1M1
277Legacy Bridge, LLC$1.1M1
278INSIGNEO ADVISORY SERVICES, LLC$1.1M1
279Stratos Wealth Partners, LTD.$1.1M1
280Havemeyer Place LP$1.0M1
281IVC Wealth Advisors LLC$1.0M1
282OneAscent Investment Solutions LLC$1.0M1
283Net Worth Advisory Group$1.0M1
284American Capital Advisory, LLC$1.0M1
285180 WEALTH ADVISORS, LLC$986K1
286Gemmer Asset Management LLC$983K1
287Smartleaf Asset Management LLC$979K1
288Summit Trail Advisors, LLC$972K1
289BLUEFIN CAPITAL MANAGEMENT, LLC$961K1
290Westover Capital Advisors, LLC$961K1
291OneDigital Investment Advisors LLC$960K1
292Checchi Capital Advisers, LLC$950K1
293Dickmeyer Boyce Financial Management, Inc.$947K1
294BENJAMIN EDWARDS INC$940K1
295Empowered Funds, LLC$936K1
296Mutual Advisors, LLC$936K1
297Abel Hall, LLC$929K1
298Burford Brothers, Inc.$925K1
299Oakum Bay Capital LLC$919K1
300Venture Visionary Partners LLC$911K1
301MGO ONE SEVEN LLC$902K1
302PROFUND ADVISORS LLC$901K1
303Auto-Owners Insurance Co$896K1
304Savant Capital, LLC$893K1
305HEADINVEST, LLC$886K1
306TCTC Holdings, LLC$879K1
307BKM Wealth Management, LLC$872K1
308ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$859K1
309CIBC Asset Management Inc$853K1
310AMG National Trust Bank$839K1
311JUNCTURE WEALTH STRATEGIES, LLC$831K1
312SUMMIT SECURITIES GROUP LLC$830K1
313Essex Financial Services, Inc.$830K1
314TRED AVON FAMILY WEALTH, LLC$817K1
315Octavia Wealth Advisors, LLC$816K1
316BROWN ADVISORY INC$810K1
317Legacy Wealth Asset Management, LLC$784K1
318SHELTON CAPITAL MANAGEMENT$783K1
319VectorGlobal IAG, Inc.$779K1
320Kathmere Capital Management, LLC$773K1
321Merit Financial Group, LLC$769K1
322SAGESPRING WEALTH PARTNERS, LLC$766K1
323Fractal Investments LLC$765K1
324One Wealth Advisors, LLC$764K1
325McAlvany Wealth Management LLC$760K1
326HBK Sorce Advisory LLC$751K1
327Core Wealth Partners LLC$746K1
328Fund Advisors of America Inc/FL$743K1
329Avidian Wealth Enterprises, LLC$740K1
330WNY Asset Management, LLC$740K1
331Cordatus Wealth Management LLC$728K1
332LaSalle St. Investment Advisors, LLC$721K1
333MISSION WEALTH MANAGEMENT, LP$717K1
334LongView Wealth Management$709K1
335UNITED CAPITAL FINANCIAL ADVISORS, LLC$706K1
336Karras Company, Inc.$704K1
337Aprio Wealth Management, LLC$703K1
338Henshaw Capital LLC$702K1
339Compagnie Lombard Odier SCmA$700K1
340Rothschild Wealth LLC$693K1
341Concurrent Investment Advisors, LLC$681K1
342COLDSTREAM CAPITAL MANAGEMENT INC$680K1
343AE Wealth Management LLC$673K1
344BANK OF NOVA SCOTIA$671K1
345Intesa Sanpaolo Wealth Management$663K1
346Capula Management Ltd$655K1
347CENTRAL TRUST Co$655K1
348HB Wealth Management, LLC$654K1
349Corps Capital Advisors, LLC$648K1
350MAI Capital Management$648K1
351Inspire Advisors, LLC$646K1
352Dorsey & Whitney Trust CO LLC$645K1
353Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$640K1
354DIVERSIFY WEALTH MANAGEMENT, LLC$640K1
355SUMMITRY LLC$637K1
356Norris Financial Group, LLC$636K1
357DIVERSIFIED MANAGEMENT INC$629K1
358Walleye Trading LLC$626K1
359Composition Wealth, LLC$622K1
360XML Financial, LLC$617K1
361IHT Wealth Management, LLC$613K1
362Cornerstone Wealth Management, LLC$606K1
363Ameliora Wealth Management Ltd.$605K1
364BankChampaign, National Association$594K1
365CIBC Bancorp USA Inc.$591K1
366Tandem Financial, LLC$589K1
367Triangle Securities Wealth Management$585K1
368VestGen Advisors, LLC$576K1
369Rehmann Capital Advisory Group$575K1
370Kingsview Wealth Management, LLC$574K1
371Avior Wealth Management, LLC$570K1
372West Family Investments, Inc.$558K1
373May Hill Capital, LLC$556K1
374ANCHYRA PARTNERS LLC$553K1
375Gallacher Capital Management LLC$550K1
376Ridge Creek Global, Inc$548K1
377Legacy Edge Advisors, LLC$542K1
378Baker Ellis Asset Management LLC$541K1
379Banco BTG Pactual S.A.$541K1
380Pure Financial Advisors, LLC$540K1
381American Institute for Advanced Investment Management, LLP$538K1
382Marex Group Ltd$537K1
383Parkside Financial Bank & Trust$536K1
384BROWN, LISLE/CUMMINGS, INC.$536K1
385Cohen Investment Advisors LLC$534K1
386NWAM LLC$529K1
387WEALTH ALLIANCE, LLC$527K1
388Dorato Capital Management$525K1
389EXCHANGE TRADED CONCEPTS, LLC$518K1
390Purkiss Capital Advisors LLC$511K1
391POTENTIA WEALTH$499K1
392Bridgewater Advisors Inc.$495K1
393Aspen Wealth Strategies, LLC$494K1
394Apollon Wealth Management, LLC$484K1
395Baird Financial Group, Inc.$480K1
396EP Wealth Advisors, LLC$475K1
397Comprehensive Money Management Services LLC$474K1
398Vontobel Holding Ltd.$467K1
399Legal Advantage Investments, Inc.$466K1
400KITCHING PARTNERS, LLC$466K1
401Titan Wealth (CI) Ltd$466K1
402Portside Wealth Group, LLC$464K1
403FIDUCIARY FINANCIAL GROUP, LLC$462K1
404StoneX Group Inc.$461K1
405UHLMANN PRICE SECURITIES, LLC$456K1
406ALLIANZ SE$456K1
407Autumn Glory Partners, LLC$453K1
408Envestnet Portfolio Solutions, Inc.$446K1
409PRINCIPAL SECURITIES, INC.$443K1
410Walker Asset Management, LLC$443K1
411Frec Markets, Inc.$438K1
412MARATHON CAPITAL MANAGEMENT$434K1
413KDT Advisors, LLC$434K1
414PARSONS CAPITAL MANAGEMENT INC/RI$431K1
415Ballentine Partners, LLC$425K1
416KINTRA WEALTH, LLC$425K1
417Leonteq Securities AG$424K1
418GATEWAY INVESTMENT ADVISERS LLC$421K1
419Accurate Wealth Management, LLC$421K1
420Freestone Capital Holdings, LLC$420K1
421Oppenheimer & Close, LLC$420K1
422EFG International AG$417K1
423Mesirow Financial Investment Management, Inc.$416K1
424Capital International Investors$410K1
425Invesco Ltd.$409K1
426Solstein Capital, LLC$407K1
427Solitude Financial Services$404K1
428Foster Victor Wealth Advisors, LLC$400K1
429Focus Financial Network, Inc.$400K1
430Spire Wealth Management$399K1
431Wealth Quarterback LLC$397K1
432Dynasty Wealth Management, LLC$396K1
433S Harris Financial Group, LLC$395K1
434MONECO ADVISORS, LLC$392K1
435SeaCrest Wealth Management, LLC$390K1
436Visionary Wealth Advisors$390K1
437Sivia Capital Partners, LLC$387K1
438PRINCETON CAPITAL MANAGEMENT LLC$382K1
439Castle Rock Wealth Management, LLC$377K1
440Wealthspire Advisors, LLC$376K1
441FOCUSED ALPHA, LLC$373K1
442SAGE RHINO CAPITAL LLC$372K1
443STATE STREET CORP$369K1
444Knollwood Investment Advisory, LLC$368K1
445Arax Advisory Partners$356K1
446Excelsior Advisor Network LLC$353K1
447HFG Advisors, Inc.$350K1
448Ascent Group, LLC$347K1
449Allworth Financial LP$347K1
450Wright Wealth LLC$345K1
451TICINO WEALTH$345K1
452Tripletail Wealth Management, LLC$343K1
453GFS Advisors, LLC$337K1
454JMN Financial LLC$334K1
455Arista Wealth Management, LLC$334K1
456MONARCH CAPITAL MANAGEMENT INC$326K1
457Inspire Investing, LLC$326K1
458Mayflower Financial Advisors, LLC$325K1
459Lighthouse Investment Partners, LLC$322K1
460BOURNE LENT ASSET MANAGEMENT INC$317K1
461Catalyst Investment Management LLC$315K1
462SPROTT INC.$312K1
463Gibbs Wealth Management$310K1
464PFG Investments, LLC$310K1
465Hudson Portfolio Management LLC$306K1
466Summit Financial, LLC$305K1
467DKM Wealth Management, Inc.$303K1
468OLD NATIONAL BANCORP /IN/$303K1
469LVW Advisors, LLC$299K1
470CVA Family Office, LLC$299K1
471PDS Planning, Inc$297K1
472Bryn Mawr Trust Advisors, LLC$296K1
473CLIFFORD SWAN INVESTMENT COUNSEL LLC$294K1
474WRIGHT INVESTORS SERVICE INC$293K1
475JOURNEY STRATEGIC WEALTH LLC$293K1
476NORDEN GROUP LLC$290K1
477Summit Financial Wealth Advisors, LLC$288K1
478Sharp Wealth Advisory, LLC$284K1
479Pinnacle Wealth Planning Services, Inc.$284K1
480Jefferies Financial Group Inc.$280K1
481DODGE & COX$280K1
482PRELUDE CAPITAL MANAGEMENT, LLC$280K1
483MATHER GROUP, LLC.$276K1
484Quintet Private Bank (Europe) S.A.$275K1
485Genus Capital Management Inc.$275K1
486Abundance Wealth Counselors$273K1
487one8zero8, LLC$271K1
488PERSONAL CFO SOLUTIONS, LLC$270K1
489Samara Investment Management, LLC$270K1
490Asset Allocation Strategies LLC$270K1
491Clearwave Capital, LLC$269K1
492Savvy Advisors, Inc.$269K1
493Everest Financial Group LLC$267K1
494Gateway Wealth Partners, LLC$266K1
495Wedmont Private Capital$264K1
496Thrive Wealth Management, LLC$258K1
497Keudell/Morrison Wealth Management$257K1
498Aspire Capital Advisors LLC$254K1
499Quilter Plc$253K1
500Hudock, Inc.$252K1
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)2 buy / 2 sell
Congress net ($ bound)−$14.0K to $63.0K
Filers net (actions)not in build
Filers net ($ 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 RIO

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

Financials — as filed PLANNED

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