Public record / Tickers / RL

RL — RALPH LAUREN CORP

Both disclosure regimes on one name: who in Congress filed about RL, 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 RL
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
05-02
filed 2021-05-02
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

John Hoeven · $100K–$250K

Sale · traded 2016-08-19 → filed 2016-08-29. Ranked over every RL row by the provable lower bound, never a point estimate.

No member disclosed RL in the trailing 12 months

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

No dated RL rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING RL · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning RL
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2021-05-02Perdue , Jr, David A Sale · JT (jointly owned)Traded 2020-04-14 LATE·383d$1K–$15Kamendment pending
2020-04-27Donna E. Shalala D–FL-27SaleTraded 2019-06-04 LATE·328d$1K–$15K
2020-04-27Donna E. Shalala D–FL-27Sale · partial (partial sale)Traded 2019-01-09 LATE·474d$1K–$15K
2020-04-05David Perdue R–GAPurchase · JT (jointly owned)Traded 03-23 +13d$1K–$15K
2017-01-16Thomas J. Rooney R–FL-17SaleTraded 2016-02-10 LATE·341d$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 RL

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed RL in the trailing 12 months.

Congress ↔ notable managers · RL

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 Gotham Asset Management $60.2M held
Trimming
1 Bridgewater Associates $2.4M held

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

Merged timeline of congressional filings and notable-manager moves on RL
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+59,140 sh
2026-05-15Bridgewater Associates 13Ftrim−24,298 sh

2 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 RL for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$973M1
2VANGUARD CAPITAL MANAGEMENT LLC$841M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$671M1
4FMR LLC$591M1
5STATE STREET CORP$491M1
6Invesco Ltd.$485M1
7GEODE CAPITAL MANAGEMENT, LLC$396M1
8AQR CAPITAL MANAGEMENT LLC$369M1
9TWO SIGMA INVESTMENTS, LP$308M1
10Qube Research & Technologies Ltd$253M1
11FIRST TRUST ADVISORS LP$242M1
12Boston Partners$231M1
13JENNISON ASSOCIATES LLC$204M1
14MORGAN STANLEY$203M1
15FULLER & THALER ASSET MANAGEMENT, INC.$153M1
16Allianz Asset Management GmbH$152M1
17VOYA INVESTMENT MANAGEMENT LLC$146M1
18DIMENSIONAL FUND ADVISORS LP$146M1
19Bank of New York Mellon Corp$143M1
20TRUIST FINANCIAL CORP$136M1
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC$125M1
22BANK OF AMERICA CORP /DE/$118M1
23NORTHERN TRUST CORP$114M1
24Quantinno Capital Management LP$113M1
25UBS Group AG$111M1
26WELLINGTON MANAGEMENT GROUP LLP$105M1
27UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$105M1
28MILLENNIUM MANAGEMENT LLC$103M1
29ENVESTNET ASSET MANAGEMENT INC$102M1
30Alyeska Investment Group, L.P.$101M1
31Pictet Asset Management Holding SA$98.0M1
32AMERICAN CENTURY COMPANIES INC$97.5M1
33D. E. Shaw & Co., Inc.$97.2M1
34Point72 Asset Management, L.P.$91.6M1
35Amundi$78.3M1
36VANGUARD FIDUCIARY TRUST CO$74.5M1
37ADAGE CAPITAL PARTNERS GP, L.L.C.$67.9M1
38CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$63.4M1
39Gotham Asset Management, LLC$60.2M1
40Nuveen, LLC$59.2M1
41Clark Capital Management Group, Inc.$57.0M1
42SCOPUS ASSET MANAGEMENT, L.P.$54.1M1
43Freestone Grove Partners LP$53.7M1
44Squarepoint Ops LLC$53.4M1
45Swedbank AB$51.6M1
46COOKSON PEIRCE & CO INC$47.9M1
47DEUTSCHE BANK AG\$45.7M1
48Candriam S.C.A.$45.3M1
49Atreides Management, LP$44.3M1
50SEI INVESTMENTS CO$43.0M1
51ThornTree Capital Partners LP$40.4M1
52VOLORIDGE INVESTMENT MANAGEMENT, LLC$39.3M1
53SCHRODER INVESTMENT MANAGEMENT GROUP$36.6M1
54BALYASNY ASSET MANAGEMENT L.P.$34.9M1
55Man Group plc$34.4M1
56KING LUTHER CAPITAL MANAGEMENT CORP$34.1M1
57CREDIT AGRICOLE S A$32.9M1
58Shellback Capital, LP$31.1M1
59NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$29.6M1
60RAYMOND JAMES FINANCIAL INC$29.0M1
61PRUDENTIAL FINANCIAL INC$28.7M1
62FRANKLIN RESOURCES INC$28.4M1
63Vanguard Global Advisers, LLC$28.4M1
64ABSHER WEALTH MANAGEMENT, LLC$26.4M1
65Swiss National Bank$26.4M1
66Arbejdsmarkedets Tillaegspension$25.4M1
67IEQ CAPITAL, LLC$24.8M1
68Groupe la Francaise$24.4M1
69ALLIANCEBERNSTEIN L.P.$24.2M1
70RENAISSANCE TECHNOLOGIES LLC$23.0M1
71ROYCE & ASSOCIATES LP$22.8M1
72PRINCIPAL FINANCIAL GROUP INC$22.8M1
73Legal & General Group Plc$22.2M1
74Interval Partners, LP$22.1M1
75WELLS FARGO & COMPANY/MN$21.2M1
76Vest Financial, LLC$21.1M1
77Asset Management One Co., Ltd.$21.1M1
78CITADEL ADVISORS LLC$19.4M1
79BNP Paribas Asset Management Holding S.A.$18.3M1
80Corient Private Wealth LLC$17.8M1
81STATE OF WISCONSIN INVESTMENT BOARD$17.8M1
82HSBC HOLDINGS PLC$17.5M1
83BANK OF MONTREAL /CAN/$17.5M1
84ROYAL BANK OF CANADA$17.1M1
85CITIGROUP INC$17.1M1
86Zurich Insurance Group Ltd/FI$16.8M1
87Verition Fund Management LLC$16.6M1
88LPL Financial LLC$16.4M1
89Sellaronda Global Management LP$16.3M1
90CANADA PENSION PLAN INVESTMENT BOARD$16.3M1
91Jain Global LLC$15.6M1
92Mitsubishi UFJ Asset Management Co., Ltd.$15.5M1
93Robeco Institutional Asset Management B.V.$15.1M1
94MACKENZIE FINANCIAL CORP$15.0M1
95Lighthouse Investment Partners, LLC$14.3M1
96Trexquant Investment LP$13.1M1
97Cerity Partners LLC$13.1M1
98Cinctive Capital Management LP$12.7M1
99Illinois Municipal Retirement Fund$12.6M1
100TD ASSET MANAGEMENT INC$12.2M1
101MEEDER ASSET MANAGEMENT INC$12.0M1
102VANGUARD ASSET MANAGEMENT, Ltd$12.0M1
103Hook Mill Capital Partners, LP$11.8M1
104Edgestream Partners, L.P.$11.3M1
105Mariner, LLC$11.0M1
106Empowered Funds, LLC$10.9M1
107Universal- Beteiligungs- und Servicegesellschaft mbH$10.3M1
108DANSKE BANK A/S$10.2M1
109NEW YORK STATE COMMON RETIREMENT FUND$10.2M1
110CWM, LLC$10.0M1
111Schonfeld Strategic Advisors LLC$9.8M1
112TEACHER RETIREMENT SYSTEM OF TEXAS$9.8M1
113Broad Peak Investment Advisers Pte Ltd$9.7M1
114MANUFACTURERS LIFE INSURANCE COMPANY, THE$9.6M1
115STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$9.6M1
116BURNEY CO/$9.4M1
117Howard Capital Management, LLC$9.1M1
118OFI INVEST ASSET MANAGEMENT$8.9M1
119WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$8.8M1
120DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$8.8M1
121NATIONAL BANK OF CANADA /FI/$8.7M1
122EFG International AG$8.7M1
123Y-Intercept (Hong Kong) Ltd$8.3M1
124Eurizon Capital SGR S.p.A.$8.2M1
125TRUSTMARK BANK TRUST DEPARTMENT$8.0M1
126Creative Planning$7.7M1
127NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$7.6M1
128Oliver Luxxe Assets LLC$7.5M1
129McKinley Carter Wealth Services, Inc.$7.4M1
130Leeward Investments, LLC - MA$7.3M1
131Vontobel Holding Ltd.$7.2M1
132BANK OF NOVA SCOTIA$6.9M1
133Focus Partners Wealth$6.9M1
134ING GROEP NV$6.8M1
135OCCUDO QUANTITATIVE STRATEGIES LP$6.8M1
136Crossmark Global Holdings, Inc.$6.7M1
137PICTON MAHONEY ASSET MANAGEMENT$6.6M1
138ALPS ADVISORS INC$6.6M1
139Chevy Chase Trust Holdings, LLC$6.6M1
140MERCER GLOBAL ADVISORS INC /ADV$6.5M1
141MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$6.3M1
142O'SHAUGHNESSY ASSET MANAGEMENT, LLC$6.1M1
143Janus Henderson Group Ltd.$5.9M1
144NATIXIS$5.8M1
145Zurcher Kantonalbank (Zurich Cantonalbank)$5.7M1
146L2 Asset Management, LLC$5.6M1
147FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$5.3M1
148LBP AM SA$5.2M1
149FIFTH THIRD BANCORP$5.1M1
150FEDERATED HERMES, INC.$5.0M1
151BOOTHBAY FUND MANAGEMENT, LLC$4.9M1
152CITIZENS FINANCIAL GROUP INC/RI$4.9M1
153Pathstone Holdings, LLC$4.9M1
154BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$4.8M1
155Monument Capital Management$4.8M1
156SUMITOMO MITSUI FINANCIAL GROUP, INC.$4.8M1
157Cetera Investment Advisers$4.7M1
158CIBC Bancorp USA Inc.$4.7M1
159MACQUARIE GROUP LTD$4.6M1
160Dana Investment Advisors, Inc.$4.5M1
161INTECH INVESTMENT MANAGEMENT LLC$4.4M1
162CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$4.4M1
163State of New Jersey Common Pension Fund D$4.2M1
164Summit Trail Advisors, LLC$4.1M1
165STOREBRAND ASSET MANAGEMENT AS$4.1M1
166Tidal Investments LLC$4.0M1
167TORONTO DOMINION BANK$4.0M1
168INVESTMENT HOUSE LLC$4.0M1
169RBF Capital, LLC$3.9M1
170Catalyst Capital Advisors LLC$3.9M1
171SYSTEMATIC FINANCIAL MANAGEMENT LP$3.8M1
172EXCHANGE TRADED CONCEPTS, LLC$3.8M1
173PUBLIC SECTOR PENSION INVESTMENT BOARD$3.8M1
174Rockefeller Capital Management L.P.$3.7M1
175STIFEL FINANCIAL CORP$3.7M1
176Arizona State Retirement System$3.7M1
177Weiss Asset Management LP$3.7M1
178Ensign Peak Advisors, Inc$3.6M1
179Czech National Bank$3.6M1
180Thrive Capital Management, LLC$3.6M1
181Parkway Wealth Management Group, LLC$3.5M1
182STATE OF MICHIGAN RETIREMENT SYSTEM$3.5M1
183NEW YORK LIFE INVESTMENT MANAGEMENT LLC$3.5M1
184JW Asset Management, LLC$3.4M1
185Mirae Asset Global Investments Co., Ltd.$3.4M1
186RWA WEALTH PARTNERS, LLC$3.4M1
187LAZARD ASSET MANAGEMENT LLC$3.4M1
188Vanguard Investments Australia, Ltd.$3.4M1
189KLP KAPITALFORVALTNING AS$3.4M1
190SCOTIA CAPITAL INC.$3.3M1
191MIRABELLA FINANCIAL SERVICES LLP$3.3M1
192Swiss Life Asset Management Ltd$3.2M1
193Mitsubishi UFJ Trust & Banking Corp$3.2M1
194IMC-Chicago, LLC$3.2M1
195COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.1M1
196Procyon Advisors, LLC$3.1M1
197Bank of New Hampshire$3.1M1
198WORLDQUANT MILLENNIUM ADVISORS LLC$3.0M1
199Silvant Capital Management LLC$3.0M1
200Caprock Group, LLC$3.0M1
201CIBC Asset Management Inc$3.0M1
202Alcosta Capital Management, Inc.$2.9M1
203PATTON FUND MANAGEMENT, INC.$2.9M1
204Orion Porfolio Solutions, LLC$2.8M1
205ProShare Advisors LLC$2.8M1
206Retirement Systems of Alabama$2.8M1
207SANDLER CAPITAL MANAGEMENT$2.8M1
208COMMERCE BANK$2.8M1
209XTX Topco Ltd$2.8M1
210SummitTX Capital, L.P.$2.8M1
211Daiwa Securities Group Inc.$2.7M1
212JOHNSON INVESTMENT COUNSEL INC$2.7M1
213DnB Asset Management AS$2.6M1
214Merit Financial Group, LLC$2.6M1
215Pallas Capital Advisors LLC$2.5M1
216Krilogy Financial LLC$2.5M1
217RITHOLTZ WEALTH MANAGEMENT$2.4M1
218Financial Advisors Network, Inc.$2.4M1
219Bridgewater Associates, LP$2.4M1
220LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2.4M1
221Jefferies Financial Group Inc.$2.4M1
222ODDO BHF ASSET MANAGEMENT SAS$2.3M1
223Brevan Howard Capital Management LP$2.2M1
224Engineers Gate Manager LP$2.2M1
225III Capital Management$2.2M1
226INDEPENDENT FINANCIAL GROUP, LLC$2.2M1
227OPPENHEIMER & CO INC$2.2M1
228Utah Retirement Systems$2.1M1
229Inscription Capital, LLC$2.1M1
230B. Metzler seel. Sohn & Co. AG$2.1M1
231Focus Partners Advisor Solutions, LLC$2.0M1
232XPONANCE LLC$2.0M1
233Linden Thomas Advisory Services, LLC$2.0M1
234Nicholas Investment Partners, LP$2.0M1
235Tabor Asset Management, LP$1.9M1
236Vestmark Advisory Solutions, Inc.$1.9M1
237Dynamic Technology Lab Private Ltd$1.9M1
238PFA Pension, Forsikringsaktieselskab$1.9M1
239MML INVESTORS SERVICES, LLC$1.9M1
240NEOS Investment Management LLC$1.8M1
241Vanguard Personalized Indexing Management, LLC$1.8M1
242UniSuper Management Pty Ltd$1.8M1
243COMMONWEALTH EQUITY SERVICES, LLC$1.7M1
244GLENMEDE TRUST CO NA$1.7M1
245Machina Capital S.A.S.$1.7M1
246NorthCrest Asset Manangement, LLC$1.6M1
247Laird Norton Wetherby Trust Company, LLC$1.6M1
248Chicago Partners Investment Group LLC$1.5M1
249Signal Advisors Wealth, LLC$1.5M1
250IPG Investment Advisors LLC$1.5M1
251U.S. Capital Wealth Advisors, LLC$1.5M1
252OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.5M1
253SIH Partners, LLLP$1.5M1
254Oak Thistle LLC$1.5M1
255PEAK6 LLC$1.5M1
256MGO ONE SEVEN LLC$1.5M1
257Aaron Wealth Advisors LLC$1.4M1
258INCEPTIONR LLC$1.4M1
259Hennion & Walsh Asset Management, Inc.$1.4M1
260CONTRAVISORY INVESTMENT MANAGEMENT, INC.$1.3M1
261Genus Capital Management Inc.$1.3M1
262Grantham, Mayo, Van Otterloo & Co. LLC$1.3M1
263AZZAD ASSET MANAGEMENT INC /ADV$1.3M1
264Federation des caisses Desjardins du Quebec$1.3M1
265EVOLVE PRIVATE WEALTH, LLC$1.3M1
266SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.2M1
267MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.2M1
268Fiera Capital Corp$1.2M1
269Shay Capital LLC$1.2M1
270Avior Wealth Management, LLC$1.2M1
271Private Advisor Group, LLC$1.2M1
272Wealthspire Advisors, LLC$1.2M1
273Rafferty Asset Management, LLC$1.1M1
274Sequoia Financial Advisors, LLC$1.1M1
275Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$1.1M1
276Diversified Trust Co$1.1M1
277CHOREO, LLC$1.1M1
278Bridgefront Capital, LLC$1.1M1
279PRINCIPAL SECURITIES, INC.$1.1M1
280Intrua Financial, LLC$1.1M1
281Bull Harbor Capital LLC$1.1M1
282Clearstead Advisors, LLC$1.1M1
283HB Wealth Management, LLC$1.1M1
284OSAIC HOLDINGS, INC.$1.0M1
285GATEWAY INVESTMENT ADVISERS LLC$1.0M1
286CAPSTONE INVESTMENT ADVISORS, LLC$1.0M1
287Baker Avenue Asset Management, LP$1.0M1
288North Dakota State Investment Board$977K1
289Kera Capital Partners, Inc.$974K1
290GUGGENHEIM CAPITAL LLC$963K1
291LMR Partners LLP$962K1
292HighTower Advisors, LLC$953K1
293PKO Investment Management Joint-Stock Co$946K1
294Aberdeen Group plc$907K1
295NORDEA INVESTMENT MANAGEMENT AB$894K1
296Apollon Wealth Management, LLC$871K1
297SIERRA SUMMIT ADVISORS LLC$870K1
298Twin Tree Management, LP$848K1
299Norinchukin Bank, The$843K1
300HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$836K1
301WINNACLE WEALTH LLC$834K1
3023Chopt Investment Partners, LLC$834K1
303MONTAG A & ASSOCIATES INC$828K1
304PDT Partners, LLC$811K1
305MIZUHO SECURITIES USA LLC$804K1
306Biltmore Wealth Management, LLC$800K1
307AXQ CAPITAL, LP$800K1
308JANE STREET GROUP, LLC$787K1
309WESPAC Advisors, LLC$779K1
310Whalen Wealth Management Inc.$766K1
311Kestra Advisory Services, LLC$758K1
312E Fund Management Co., Ltd.$737K1
313Larson Financial Group LLC$735K1
314New Age Alpha Advisors, LLC$734K1
315VARCOV Co.$726K1
316Family Manage LLC$719K1
317AE Wealth Management LLC$715K1
318OP Asset Management Ltd$707K1
319BLAIR WILLIAM & CO/IL$691K1
320TICINO WEALTH$688K1
321Truvestments Capital LLC$680K1
322Compound Planning, Inc.$670K1
323Mach-1 Financial Group, LLC$668K1
324Sanctuary Advisors, LLC$662K1
325MATHER GROUP, LLC.$653K1
326Acumen Wealth Advisors, LLC$647K1
327WINTON GROUP Ltd$647K1
328Qtron Investments LLC$646K1
329WBI INVESTMENTS, LLC$636K1
330NewEdge Advisors, LLC$636K1
331Maryland State Retirement & Pension System$635K1
332Hurley Capital, LLC$626K1
333Arax Advisory Partners$617K1
334Radnor Capital Management, LLC$616K1
335HUB Investment Partners, LLC$605K1
336Allspring Global Investments Holdings, LLC$594K1
337&PARTNERS$591K1
338Secure Asset Management, LLC$584K1
339PANAGORA ASSET MANAGEMENT INC$583K1
340Sivia Capital Partners, LLC$566K1
341MOKAN Wealth Management Inc.$559K1
342Savant Capital, LLC$556K1
343M&T BANK CORP$548K1
344MUFG Securities EMEA plc$546K1
345Allegiance Financial Group Advisory Services LLC$546K1
346Curi Capital, LLC$543K1
347US BANCORP \DE\$536K1
348EARNED WEALTH ADVISORS, LLC$534K1
349UNITED CAPITAL FINANCIAL ADVISORS, LLC$530K1
350Wakefield Asset Management LLLP$519K1
351POINCIANA ADVISORS GROUP, LLC$516K1
352Empirical Finance, LLC$514K1
353Wedmont Private Capital$505K1
354Polymer Capital Management (US) LLC$502K1
355Alphadyne Asset Management LP$488K1
356Walleye Capital LLC$488K1
357Optas, LLC$485K1
358Prosperity Consulting Group, LLC$485K1
359Prospera Financial Services Inc$483K1
360WADDELL & ASSOCIATES, LLC$482K1
361QUADRANT CAPITAL GROUP LLC$478K1
362Checchi Capital Advisers, LLC$474K1
363FULTON BANK, N.A.$465K1
364Wealthfront Advisers LLC$465K1
365Vident Advisory, LLC$459K1
366Ameritas Advisory Services, LLC$458K1
367SYM FINANCIAL Corp$448K1
368Uncommon Cents Investing LLC$447K1
369Braeburn Wealth Management LLC$441K1
370Graham Capital Management, L.P.$441K1
371Gallacher Capital Management LLC$436K1
372AFFINITY INVESTMENT ADVISORS, LLC$432K1
373Concurrent Investment Advisors, LLC$432K1
374NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$426K1
375Ascentis Independent Advisors$426K1
376Gateway Wealth Partners, LLC$421K1
377Crestmont Private Wealth LLC$420K1
378Waverly Advisors, LLC$413K1
379Sumitomo Mitsui DS Asset Management Company, Ltd$413K1
380SAPIENT CAPITAL LLC$411K1
381Ballentine Partners, LLC$409K1
382CONWAY CAPITAL MANAGEMENT, INC.$409K1
383ROCKLAND TRUST CO$396K1
384QRG CAPITAL MANAGEMENT, INC.$393K1
385Vise Technologies, Inc.$388K1
386SEB Asset Management AB$386K1
387Fielder Capital Group LLC$381K1
388Quarry LP$375K1
3895T Wealth, LLC$375K1
390Allworth Financial LP$374K1
391denkapparat Operations GmbH$374K1
392SAGESPRING WEALTH PARTNERS, LLC$373K1
393Cresset Asset Management, LLC$372K1
394Andina Capital Management, LLC$367K1
395Meeder Advisory Services, Inc.$365K1
396EVOKE WEALTH, LLC$364K1
397Triad Wealth Partners, LLC$364K1
398SECURIAN ASSET MANAGEMENT, INC$355K1
399Brooklyn Investment Group$355K1
400EP Wealth Advisors, LLC$354K1
401NOMURA ASSET MANAGEMENT CO LTD$354K1
402Ariadne Wealth Management, LP$354K1
403Aptus Capital Advisors, LLC$353K1
404Burford Brothers, Inc.$351K1
405Teza Capital Management LLC$349K1
406Diligent Investors, LLC$346K1
407CI INVESTMENTS INC.$344K1
408JACKSON THORNTON WEALTH MANAGEMENT, LLC$332K1
409Oakmont Advisory Group, LLC$327K1
410PINNACLE ASSOCIATES LTD$324K1
411DRW Securities, LLC$319K1
412FIRST INTERSTATE BANK$319K1
413COLDSTREAM CAPITAL MANAGEMENT INC$317K1
414NORTHWEST WEALTH MANAGEMENT, LLC$317K1
415Beacon Pointe Advisors, LLC$314K1
416Lombard Odier Asset Management (Switzerland) SA$312K1
417Keeler Thomas Management LLC$312K1
418BAM Wealth Management, LLC$308K1
419KESTRA PRIVATE WEALTH SERVICES, LLC$306K1
420Tower Wealth Partners, Inc.$294K1
421TABR Capital Management, LLC$294K1
422RENAISSANCE GROUP LLC$290K1
423Cornerstone Wealth Group, LLC$288K1
424Verdad Advisers, LP$286K1
425Parcion Private Wealth LLC$285K1
426Modera Wealth Management, LLC$277K1
427RHS Financial, LLC$277K1
428Westmount Partners, LLC$277K1
429Rothschild Wealth LLC$270K1
430Symmetry Partners, LLC$266K1
431EVERGREEN CAPITAL MANAGEMENT LLC$265K1
432GRIMES & Co WEALTH MANAGEMENT, LLC$261K1
433ASSETMARK, INC$255K1
434Metis Global Partners, LLC$254K1
435R Squared Ltd$254K1
436Kathmere Capital Management, LLC$252K1
437MAI Capital Management$247K1
438Corecam AG$242K1
439Cyndeo Wealth Partners, LLC$241K1
440Yorktown Management & Research Co Inc$241K1
441waypoint wealth counsel$240K1
442FIDUCIARY TRUST CO$237K1
443Frank, Rimerman Advisors LLC$237K1
444Abel Hall, LLC$237K1
445Graetz Wealth LLC$237K1
446SEEDS INVESTOR LLC$236K1
447Brand Asset Management Group, Inc.$234K1
448Csenge Advisory Group$230K1
449ELEVATION POINT WEALTH PARTNERS, LLC$226K1
450FOX RUN MANAGEMENT, L.L.C.$226K1
451True Wealth Design, LLC$223K1
452Northwest & Ethical Investments L.P.$222K1
453DoubleLine ETF Adviser LP$221K1
454VestGen Advisors, LLC$221K1
455DV Trading LLC$220K1
456Blue Trust, Inc.$219K1
457Farringdon Capital, Ltd.$218K1
458Blackstone Inc.$217K1
459AlphaCore Capital LLC$217K1
460Lido Advisors, LLC$216K1
461Red Door Wealth Management, LLC$214K1
462Leonteq Securities AG$213K1
463Cambria Investment Management, L.P.$209K1
464NORDEN GROUP LLC$209K1
465Institute for Wealth Management, LLC.$209K1
466Frec Markets, Inc.$207K1
467BOURGEON CAPITAL MANAGEMENT LLC$206K1
468CSS LLC/IL$206K1
469Assenagon Asset Management S.A.$206K1
470Moran Wealth Management, LLC$206K1
471Platform Technology Partners$205K1
472Perigon Wealth Management, LLC$203K1
473TD Waterhouse Canada Inc.$193K1
474GeoWealth Management, LLC$186K1
475SIGNATUREFD, LLC$174K1
476Resona Asset Management Co.,Ltd.$172K1
477Tower Research Capital LLC (TRC)$171K1
478TOMPKINS FINANCIAL CORP$158K1
479Spire Wealth Management$141K1
480UMB Bank, n.a.$122K1
481Siemens Fonds Invest GmbH$122K1
482TEMA ETFS LLC$118K1
483GROUP ONE TRADING LLC$103K1
484Smartleaf Asset Management LLC$83.0K1
485Aster Capital Management (DIFC) Ltd$82.6K1
486Reyes Financial Architecture, Inc.$80.8K1
487Cromwell Holdings LLC$70.7K1
488Prestige Wealth Management Group LLC$69.0K1
489Wilmington Savings Fund Society, FSB$68.8K1
490SJS Investment Consulting Inc.$66.0K1
491Transamerica Financial Advisors, LLC$57.1K1
492SHP Wealth Management$55.7K1
493Parkside Financial Bank & Trust$48.5K1
494Steward Partners Investment Advisory, LLC$48.2K1
495Annis Gardner Whiting Capital Advisors, LLC$44.7K1
496State of Wyoming$42.0K1
497Geneos Wealth Management Inc.$38.2K1
498JPL Wealth Management, LLC$34.7K1
499Elevated Capital Advisors, LLC$34.4K1
500ACADIAN ASSET MANAGEMENT LLC$32.5K1
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)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ 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 RL

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for RL · financials and macro

Financials — as filed PLANNED

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