Public record / Tickers / RMD

RMD — RESMED INC

Both disclosure regimes on one name: who in Congress filed about RMD, 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
22
all PTR rows naming RMD
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
08-05
filed 2026-08-05
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

Bradley Scott Schneider · $250K–$500K

Sale · traded 2019-02-05 → filed 2019-02-17. Ranked over every RMD row by the provable lower bound, never a point estimate.

1 member · 1 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.

4 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

7 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. 7 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING RMD · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning RMD
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Tommy Tuberville R–ALSale · JT (jointly owned)Traded 2024-05-03 LATE·824d$1K–$15Kamendment pending
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2025-06-18Kelly Morrison D–MN-3SaleTraded 06-04 +14d$1K–$15K
2025-06-18Kelly Morrison D–MN-3SaleTraded 06-04 +14d$1K–$15K
2025-06-18Kelly Morrison D–MN-3SaleTraded 06-04 +14d$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 22 ↗

Members active in RMD

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

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

Congress ↔ notable managers · RMD

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
1 Tommy Tuberville R–AL $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Trimming
1 Caxton Associates $0 held

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

Merged timeline of congressional filings and notable-manager moves on RMD
DateWhoChangeSize
2026-08-05Tommy Tuberville CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+10,578 sh
2026-05-15Bridgewater Associates 13Fadd+6,313 sh
2026-05-14Caxton Associates 13Fexit−4,225 sh

5 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 RMD for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.7B1
2VANGUARD CAPITAL MANAGEMENT LLC$2.1B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$1.8B1
4STATE STREET CORP$1.5B1
5Bank of New York Mellon Corp$1.1B1
6GEODE CAPITAL MANAGEMENT, LLC$974M1
7MORGAN STANLEY$603M1
8Invesco Ltd.$439M1
9NORTHERN TRUST CORP$387M1
10FIRST TRUST ADVISORS LP$345M1
11DEUTSCHE BANK AG\$319M1
12Swedbank AB$303M1
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC$255M1
14Amundi$238M1
15NORDEA INVESTMENT MANAGEMENT AB$227M1
16DIMENSIONAL FUND ADVISORS LP$225M1
17Legal & General Group Plc$222M1
18BANK OF AMERICA CORP /DE/$208M1
19UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$191M1
20VANGUARD FIDUCIARY TRUST CO$185M1
21UBS Group AG$163M1
22CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$121M1
23ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$101M1
24VOLORIDGE INVESTMENT MANAGEMENT, LLC$97.9M1
25AustralianSuper Pty Ltd$97.6M1
26Employees Provident Fund Board$96.5M1
27Swiss National Bank$96.2M1
28Ilex Capital Partners (UK) LLP$92.9M1
29ALLIANCEBERNSTEIN L.P.$91.6M1
30CITIGROUP INC$87.6M1
31Nuveen, LLC$85.2M1
32AQR CAPITAL MANAGEMENT LLC$77.8M1
33Sumitomo Mitsui Trust Group, Inc.$77.6M1
34FMR LLC$77.1M1
35BARCLAYS PLC$75.0M1
36CITADEL ADVISORS LLC$74.6M1
37Mitsubishi UFJ Asset Management Co., Ltd.$74.3M1
38WELCH & FORBES LLC$73.3M1
39Vanguard Global Advisers, LLC$71.6M1
40HSBC HOLDINGS PLC$70.3M1
41TWO SIGMA INVESTMENTS, LP$70.1M1
42Allianz Asset Management GmbH$69.8M1
43BNP Paribas Asset Management Holding S.A.$68.3M1
44FIL Ltd$67.3M1
45BANK OF MONTREAL /CAN/$65.6M1
46AMERIPRISE FINANCIAL INC$63.5M1
47CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$63.4M1
48Stephens Investment Management Group LLC$61.2M1
49ROYAL BANK OF CANADA$61.2M1
50AMERICAN CAPITAL MANAGEMENT INC$59.6M1
51VANGUARD ASSET MANAGEMENT, Ltd$57.8M1
52National Pension Service$54.7M1
53Aberdeen Group plc$53.4M1
54Giverny Capital Inc.$51.6M1
55BLI - Banque de Luxembourg Investments$51.5M1
56Aviso Financial Inc.$47.5M1
57Eurizon Capital SGR S.p.A.$47.0M1
58Life Cycle Investment Partners Ltd$46.7M1
59Dundas Partners LLP$45.6M1
60Quantinno Capital Management LP$44.9M1
61SCHRODER INVESTMENT MANAGEMENT GROUP$42.1M1
62PRINCIPAL FINANCIAL GROUP INC$42.1M1
63VICTORY CAPITAL MANAGEMENT INC$40.2M1
64AVIVA PLC$39.4M1
65PFA Pension, Forsikringsaktieselskab$38.5M1
66BLAIR WILLIAM & CO/IL$36.2M1
67WELLS FARGO & COMPANY/MN$35.8M1
68Bellevue Group AG$35.8M1
69CANADA PENSION PLAN INVESTMENT BOARD$35.7M1
70FRANKLIN RESOURCES INC$34.3M1
71MILFORD FUNDS LTD$33.7M1
72Aware Super Pty Ltd as trustee of Aware Super$33.6M1
73MILLENNIUM MANAGEMENT LLC$31.9M1
74SEB Asset Management AB$31.4M1
75Norinchukin Bank, The$28.7M1
76KEYBANK NATIONAL ASSOCIATION/OH$28.7M1
77STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$28.7M1
78KLP KAPITALFORVALTNING AS$28.5M1
79Mediolanum International Funds Ltd$27.5M1
80Triodos Investment Management BV$26.7M1
81NATIXIS$25.2M1
82Arbejdsmarkedets Tillaegspension$24.9M1
83MACKENZIE FINANCIAL CORP$24.9M1
84Vest Financial, LLC$24.3M1
85DANSKE BANK A/S$24.2M1
86Trexquant Investment LP$24.1M1
87LGT CAPITAL PARTNERS LTD.$24.0M1
88ROYAL LONDON ASSET MANAGEMENT LTD$23.9M1
89PITTENGER & ANDERSON INC$23.9M1
90Baird Financial Group, Inc.$23.8M1
91ENVESTNET ASSET MANAGEMENT INC$23.0M1
92Universal- Beteiligungs- und Servicegesellschaft mbH$22.8M1
93WORLDQUANT MILLENNIUM ADVISORS LLC$22.7M1
94CONFLUENCE INVESTMENT MANAGEMENT LLC$22.4M1
95Gotham Asset Management, LLC$21.7M1
96Avalon Trust Co$21.3M1
97Corient Private Wealth LLC$20.7M1
98TD ASSET MANAGEMENT INC$20.5M1
99MACQUARIE GROUP LTD$20.1M1
100Mitsubishi UFJ Trust & Banking Corp$19.4M1
101SEI INVESTMENTS CO$19.1M1
102Andra AP-fonden$18.9M1
103Mawer Investment Management Ltd.$18.9M1
104APG Asset Management N.V.$18.6M1
105Addenda Capital Inc.$17.6M1
106STATE OF WISCONSIN INVESTMENT BOARD$17.5M1
107Man Group plc$17.5M1
108MANUFACTURERS LIFE INSURANCE COMPANY, THE$17.4M1
109PRUDENTIAL FINANCIAL INC$17.0M1
110Vanguard Investments Australia, Ltd.$16.4M1
111NEW YORK STATE COMMON RETIREMENT FUND$16.3M1
112Chevy Chase Trust Holdings, LLC$16.1M1
113Distillate Capital Partners LLC$15.1M1
114STIFEL FINANCIAL CORP$14.7M1
115FRONTIER CAPITAL MANAGEMENT CO LLC$14.6M1
116MERCER GLOBAL ADVISORS INC /ADV$14.6M1
117Asset Management One Co., Ltd.$14.4M1
118NATIONAL BANK OF CANADA /FI/$14.1M1
1192Xideas AG$14.1M1
120UniSuper Management Pty Ltd$14.0M1
121Pictet Asset Management Holding SA$13.8M1
122NICHOLAS COMPANY, INC.$13.5M1
123WELLINGTON MANAGEMENT GROUP LLP$13.4M1
124RAYMOND JAMES FINANCIAL INC$13.3M1
125FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$13.2M1
126VOYA INVESTMENT MANAGEMENT LLC$13.1M1
127STOREBRAND ASSET MANAGEMENT AS$13.1M1
128Running Oak Capital LLC$13.0M1
129CREDIT AGRICOLE S A$12.8M1
130Hendershot Investments Inc.$12.7M1
131AMERICAN CENTURY COMPANIES INC$12.7M1
132Assenagon Asset Management S.A.$12.7M1
133Tredje AP-fonden$12.6M1
134NOMURA ASSET MANAGEMENT CO LTD$12.5M1
135NISA INVESTMENT ADVISORS, LLC$12.3M1
136Azimuth Capital Investment Management LLC$12.2M1
137Fisher Asset Management, LLC$12.1M1
138PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$11.7M1
139Korea Investment CORP$11.4M1
140CIBC Bancorp USA Inc.$11.4M1
141Greenfield Seitz Capital Management, LLC$11.0M1
142Ensign Peak Advisors, Inc$11.0M1
143W.G. Shaheen & Associates DBA Whitney & Co$11.0M1
144STEPHENS INC /AR/$10.9M1
145State of New Jersey Common Pension Fund D$10.9M1
146LPL Financial LLC$10.8M1
147PRUDENTIAL PLC$10.6M1
148BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$10.3M1
149Resona Asset Management Co.,Ltd.$9.9M1
150Quantbot Technologies LP$9.9M1
151Moran Wealth Management, LLC$9.8M1
152Zurcher Kantonalbank (Zurich Cantonalbank)$9.8M1
153TORONTO DOMINION BANK$9.6M1
154ABN AMRO Bank N.V.$9.6M1
155Sienna Gestion$9.4M1
156NorthCrest Asset Manangement, LLC$9.0M1
157Edgestream Partners, L.P.$8.9M1
158Czech National Bank$8.9M1
159Arizona State Retirement System$8.9M1
160STATE OF MICHIGAN RETIREMENT SYSTEM$8.9M1
161Mariner, LLC$8.8M1
162Bridgewater Associates, LP$8.8M1
163Creative Planning$8.7M1
164SUSQUEHANNA INTERNATIONAL GROUP, LLP$8.6M1
1651832 Asset Management L.P.$8.3M1
166NOMURA HOLDINGS INC$8.3M1
167Nutshell Asset Management Ltd$8.2M1
168Telos Capital Management, Inc.$8.0M1
169CIBC Asset Management Inc$8.0M1
170MetLife Investment Management, LLC$8.0M1
171Daiwa Securities Group Inc.$8.0M1
172TD Waterhouse Canada Inc.$7.9M1
173O'SHAUGHNESSY ASSET MANAGEMENT, LLC$7.8M1
174BAHL & GAYNOR INC$7.8M1
175Linden Thomas Advisory Services, LLC$7.7M1
176COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$7.6M1
177FIFTH THIRD BANCORP$7.4M1
178Swiss Life Asset Management Ltd$7.3M1
179DnB Asset Management AS$7.2M1
180Mirae Asset Global Investments Co., Ltd.$7.1M1
181Titan Investment Solutions Ltd$7.1M1
182Parcion Private Wealth LLC$7.0M1
183Retirement Systems of Alabama$6.9M1
184USS Investment Management Ltd$6.8M1
185IFM Investors Pty Ltd$6.8M1
186CIBC WORLD MARKET INC.$6.7M1
187Dana Investment Advisors, Inc.$6.7M1
188XPONANCE LLC$6.6M1
189Connor, Clark & Lunn Investment Management Ltd.$6.6M1
190Apriem Advisors$6.5M1
191PINNACLE ASSOCIATES LTD$6.5M1
192Fortis Capital Management LLC$6.4M1
193Vanguard Personalized Indexing Management, LLC$6.3M1
194Oxbow Advisors, LLC$6.3M1
195ProShare Advisors LLC$6.2M1
196Cerity Partners LLC$6.2M1
197XTX Topco Ltd$6.1M1
198Marks Group Wealth Management, Inc$6.1M1
199Tidal Investments LLC$6.0M1
200&PARTNERS$6.0M1
201Crossmark Global Holdings, Inc.$5.8M1
202MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$5.7M1
203BENJAMIN EDWARDS INC$5.7M1
204LBP AM SA$5.5M1
205QRG CAPITAL MANAGEMENT, INC.$5.5M1
206Perigon Wealth Management, LLC$5.5M1
207NEW YORK LIFE INVESTMENT MANAGEMENT LLC$5.4M1
208Utah Retirement Systems$5.3M1
209PUBLIC SECTOR PENSION INVESTMENT BOARD$5.3M1
210INTECH INVESTMENT MANAGEMENT LLC$5.3M1
211DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$5.3M1
212SAWGRASS ASSET MANAGEMENT LLC$5.1M1
213Weiss Asset Management LP$5.1M1
214Elo Mutual Pension Insurance Co$5.1M1
215Verition Fund Management LLC$5.0M1
216WESTPAC BANKING CORP$5.0M1
217Bank Julius Baer & Co. Ltd, Zurich$4.9M1
218US BANCORP \DE\$4.9M1
219Rakuten Investment Management, Inc.$4.8M1
220HighTower Advisors, LLC$4.7M1
221Focus Partners Wealth$4.7M1
222Robeco Institutional Asset Management B.V.$4.7M1
223NEOS Investment Management LLC$4.7M1
224OLD NATIONAL BANCORP /IN/$4.6M1
225BANK OF NOVA SCOTIA$4.6M1
226Y-Intercept (Hong Kong) Ltd$4.5M1
227BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$4.5M1
228ZACKS INVESTMENT MANAGEMENT$4.3M1
229OMERS ADMINISTRATION Corp$4.3M1
230Empowered Funds, LLC$4.3M1
231NISSAY ASSET MANAGEMENT CORP /JAPAN$4.3M1
232Sumitomo Mitsui DS Asset Management Company, Ltd$4.3M1
233Strategic Global Advisors, LLC$4.3M1
234YOUSIF CAPITAL MANAGEMENT, LLC$4.3M1
235Grantham, Mayo, Van Otterloo & Co. LLC$4.2M1
236Vinva Investment Management Ltd$4.2M1
237Ethic Inc.$4.2M1
238BRASADA CAPITAL MANAGEMENT, LP$4.1M1
239JERICHO FINANCIAL, LLP$4.1M1
240BFSG, LLC$4.1M1
241L. Roy Papp & Associates, LLP$4.1M1
242Graham Capital Management, L.P.$3.9M1
243Schonfeld Strategic Advisors LLC$3.9M1
244Federation des caisses Desjardins du Quebec$3.8M1
245OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.7M1
246United Asset Strategies, Inc.$3.6M1
247Illinois Municipal Retirement Fund$3.5M1
248Cetera Investment Advisers$3.5M1
249Northwest & Ethical Investments L.P.$3.5M1
250MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.5M1
251BRIGHT ROCK CAPITAL MANAGEMENT, LLC$3.5M1
252Janus Henderson Group Ltd.$3.4M1
253MASTERINVEST Kapitalanlage GmbH$3.4M1
254Pathstone Holdings, LLC$3.4M1
255OP Asset Management Ltd$3.3M1
256OSAIC HOLDINGS, INC.$3.3M1
257Chicago Capital, LLC$3.2M1
258Ascent Wealth Partners, LLC$3.2M1
259COMMERCE BANK$3.1M1
260Wakefield Asset Management LLLP$3.1M1
261ASR Vermogensbeheer N.V.$2.9M1
262NORTH STAR ASSET MANAGEMENT INC$2.8M1
263OCCUDO QUANTITATIVE STRATEGIES LP$2.8M1
264ICW Investment Advisors LLC$2.7M1
265REGATTA CAPITAL GROUP, LLC$2.7M1
266TRUIST FINANCIAL CORP$2.6M1
267D. E. Shaw & Co., Inc.$2.6M1
268United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$2.5M1
269MERIDIAN MANAGEMENT CO$2.5M1
270Rafferty Asset Management, LLC$2.5M1
271Orange Investment Advisors, Inc.$2.5M1
272Candriam S.C.A.$2.5M1
273MML INVESTORS SERVICES, LLC$2.4M1
274Osmosis Investment Management UK Ltd$2.4M1
275BDF-GESTION$2.4M1
276COLDSTREAM CAPITAL MANAGEMENT INC$2.4M1
277Dakota Wealth Management$2.4M1
278Fairtree Asset Management (Pty) Ltd$2.4M1
279Wealthfront Advisers LLC$2.4M1
280Investment Management Corp of Ontario$2.3M1
281B. Metzler seel. Sohn & Co. AG$2.3M1
282Keeler Thomas Management LLC$2.3M1
283UNIVEST FINANCIAL Corp$2.2M1
284Allspring Global Investments Holdings, LLC$2.2M1
285SGL Investment Advisors, Inc.$2.2M1
286Callan Family Office, LLC$2.2M1
287Railway Pension Investments Ltd$2.2M1
288Marshall Financial Group, LLC$2.2M1
289Cumberland Partners Ltd$2.1M1
290MARTINGALE ASSET MANAGEMENT L P$2.1M1
291Generali Asset Management SPA SGR$2.1M1
292Summit Trail Advisors, LLC$2.1M1
293HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$2.1M1
294Vident Advisory, LLC$2.0M1
295Delta Global Management LP$2.0M1
296Zurich Insurance Group Ltd/FI$2.0M1
297FORA Capital, LLC$2.0M1
298MIZUHO SECURITIES USA LLC$2.0M1
299Horizon Investment Services, LLC$1.9M1
300HARTFORD INVESTMENT MANAGEMENT CO$1.9M1
301Inspire Investing, LLC$1.8M1
302Banque Cantonale Vaudoise$1.7M1
303JANE STREET GROUP, LLC$1.7M1
304M&T BANK CORP$1.7M1
305WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.7M1
306Suncoast Equity Management$1.7M1
307Terra Nova Asset Management LLC$1.7M1
308Virtus Investment Advisers, LLC$1.7M1
309Intesa Sanpaolo S.p.A.$1.7M1
310SILVER OAK SECURITIES, INCORPORATED$1.6M1
311Maryland State Retirement & Pension System$1.6M1
312AG2R LA MONDIALE GESTION D'ACTIFS$1.6M1
313Advisors Asset Management, Inc.$1.6M1
314DIVERSIFY WEALTH MANAGEMENT, LLC$1.6M1
315Virtus Family Office LLC$1.6M1
316Caprock Group, LLC$1.6M1
317ABN AMRO INVESTMENT SOLUTIONS$1.5M1
318FIDUCIARY TRUST CO$1.5M1
319Knollwood Investment Advisory, LLC$1.4M1
320Sequoia Financial Advisors, LLC$1.4M1
321Fragasso Financial Advisors Inc$1.4M1
322QUADRANT CAPITAL GROUP LLC$1.4M1
323FEDERATED HERMES, INC.$1.4M1
324MUFG Securities EMEA plc$1.3M1
325Laird Norton Wetherby Trust Company, LLC$1.3M1
326TOKIO MARINE ASSET MANAGEMENT CO LTD$1.3M1
327Cohen Klingenstein LLC$1.3M1
328SCOTIA CAPITAL INC.$1.3M1
329Woodline Partners LP$1.3M1
330COMMONWEALTH EQUITY SERVICES, LLC$1.3M1
331Rockefeller Capital Management L.P.$1.2M1
332FLPUTNAM INVESTMENT MANAGEMENT CO$1.2M1
333CWM, LLC$1.2M1
334GLENMEDE TRUST CO NA$1.2M1
335True North Advisors, LLC$1.2M1
336Saudi Central Bank$1.2M1
337Vontobel Holding Ltd.$1.2M1
338Inspire Advisors, LLC$1.2M1
339World Investment Advisors$1.2M1
340ALPS ADVISORS INC$1.2M1
341D.A. DAVIDSON & CO.$1.2M1
342E. Ohman J:or Asset Management AB$1.1M1
343Sanctuary Advisors, LLC$1.1M1
344Concurrent Investment Advisors, LLC$1.1M1
345Empirical Finance, LLC$1.1M1
346UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.1M1
347Copeland Capital Management, LLC$1.1M1
348Carnegie Investment Counsel$1.1M1
349Atria Investments, Inc$1.1M1
350KESTRA PRIVATE WEALTH SERVICES, LLC$1.1M1
351VISTA INVESTMENT MANAGEMENT$1.1M1
352NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.0M1
353NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.0M1
354Baader Bank Aktiengesellschaft$1.0M1
355HB Wealth Management, LLC$1.0M1
356Savant Capital, LLC$1.0M1
357AZZAD ASSET MANAGEMENT INC /ADV$1.0M1
358SANDERS MORRIS HARRIS LLC$1.0M1
359Engineers Gate Manager LP$1.0M1
360Fifth Third Wealth Advisors LLC$1.0M1
361NOVEM GROUP$998K1
362CHOREO, LLC$987K1
363Lansforsakringar Fondforvaltning AB (publ)$977K1
364JGP Wealth Management, LLC$977K1
365SIGNATUREFD, LLC$969K1
366Jefferies Financial Group Inc.$963K1
367INTRUST BANK NA$954K1
368North Dakota State Investment Board$947K1
369BANQUE PICTET & CIE SA$941K1
370Brooklyn Investment Group$935K1
371Metis Global Partners, LLC$929K1
372Perbak Capital Partners LLP$929K1
373PANAGORA ASSET MANAGEMENT INC$916K1
374MUFG SECURITIES AMERICAS INC.$905K1
375Global X Japan Co., Ltd.$905K1
376Sterling Capital Management LLC$902K1
377SECURIAN ASSET MANAGEMENT, INC$891K1
378Caldwell Investment Management Ltd.$881K1
379Outlook Wealth Advisors, LLC$877K1
380Squarepoint Ops LLC$869K1
381Orion Porfolio Solutions, LLC$863K1
382Jain Global LLC$862K1
383Siemens Fonds Invest GmbH$850K1
384BALDWIN WEALTH PARTNERS LLC/MA$849K1
385Dai-ichi Life Insurance Company, Ltd$843K1
386Radnor Capital Management, LLC$831K1
387Ballentine Partners, LLC$800K1
388TWIN CAPITAL MANAGEMENT INC$789K1
389COOKSON PEIRCE & CO INC$781K1
390Private Advisor Group, LLC$775K1
391Plato Investment Management Ltd$774K1
392MAI Capital Management$770K1
393JT Stratford LLC$763K1
394CARRET ASSET MANAGEMENT, LLC$759K1
395WealthTrust Asset Management, LLC$745K1
396Qtron Investments LLC$741K1
397Walleye Capital LLC$738K1
398LAZARD ASSET MANAGEMENT LLC$734K1
399ASSETMARK, INC$723K1
400GUGGENHEIM CAPITAL LLC$721K1
401Canton Hathaway, LLC$718K1
402Generali Investments, Management Co LLC$713K1
403Robinhood Asset Management, LLC$707K1
404Moss Adams Wealth Advisors LLC$707K1
405GATEWAY INVESTMENT ADVISERS LLC$702K1
406MCF Advisors LLC$697K1
407LITTLE HOUSE CAPITAL LLC$695K1
408Inscription Capital, LLC$695K1
409Vise Technologies, Inc.$690K1
410SIG BROKERAGE, LP$677K1
411BankChampaign, National Association$669K1
412Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$667K1
413Brown Miller Wealth Management, LLC$667K1
414EVERGREEN CAPITAL MANAGEMENT LLC$660K1
415Kintegral Advisory, LLC$658K1
416EntryPoint Capital, LLC$657K1
417CONGRESS ASSET MANAGEMENT CO$650K1
418Lido Advisors, LLC$632K1
419Belpointe Asset Management LLC$631K1
420RITHOLTZ WEALTH MANAGEMENT$629K1
421GLR Partners, LLC$611K1
422Penobscot Investment Management Company, Inc.$605K1
423Tower Research Capital LLC (TRC)$605K1
424EP Wealth Advisors, LLC$598K1
425EXCHANGE TRADED CONCEPTS, LLC$589K1
426Empirical Asset Management, LLC$585K1
427Chicago Partners Investment Group LLC$580K1
428Meeder Advisory Services, Inc.$579K1
429CAPSTONE INVESTMENT ADVISORS, LLC$575K1
430Frank, Rimerman Advisors LLC$574K1
431GREENLEAF TRUST$555K1
432G&S Capital LLC$555K1
433Mutual Advisors, LLC$540K1
434Aaron Wealth Advisors LLC$537K1
435SUVRETTA CAPITAL MANAGEMENT, LLC$537K1
436Orion Capital Management LLC$530K1
437WBI INVESTMENTS, LLC$526K1
438Procyon Advisors, LLC$525K1
439CI INVESTMENTS INC.$523K1
440CFO4Life Group, LLC$522K1
441Weaver Capital Management LLC$518K1
442ANCHOR CAPITAL ADVISORS LLC$514K1
443Smith Group Asset Management, LLC$514K1
444TKG Advisors, LLC$513K1
445Brevan Howard Capital Management LP$512K1
446Kestra Advisory Services, LLC$511K1
447Beacon Pointe Advisors, LLC$511K1
448Wedmont Private Capital$510K1
449GM Advisory Group, LLC$509K1
450FULLER & THALER ASSET MANAGEMENT, INC.$502K1
451Merit Financial Group, LLC$500K1
452LEAVELL INVESTMENT MANAGEMENT, INC.$496K1
453SAGESPRING WEALTH PARTNERS, LLC$494K1
454BALYASNY ASSET MANAGEMENT L.P.$493K1
455ABLE Financial Group, LLC$492K1
456TEACHER RETIREMENT SYSTEM OF TEXAS$491K1
457nVerses Capital, LLC$486K1
458Occidental Asset Management, LLC$485K1
459Mach-1 Financial Group, LLC$475K1
460TEMA ETFS LLC$473K1
461Voleon Capital Management LP$471K1
462Westerkirk Capital Inc.$471K1
463INCEPTIONR LLC$468K1
464NEW WAVE WEALTH ADVISORS LLC$463K1
465AE Wealth Management LLC$450K1
466Orin Green Financial, LLC$447K1
467Spire Wealth Management$441K1
468Apollon Wealth Management, LLC$423K1
469E Fund Management Co., Ltd.$419K1
470Quadcap Wealth Management, LLC$418K1
471JOHNSON INVESTMENT COUNSEL INC$417K1
472NewEdge Advisors, LLC$415K1
473PKO Investment Management Joint-Stock Co$404K1
474Basecamp Wealth Advisors LLC$401K1
475DoubleLine ETF Adviser LP$400K1
476Optimize Financial Inc$394K1
477Stratos Wealth Partners, LTD.$385K1
478OPPENHEIMER ASSET MANAGEMENT INC.$385K1
479Premier Path Wealth Partners, LLC$384K1
480NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$382K1
481PCM Encore, LLC$381K1
482Smartleaf Asset Management LLC$378K1
483PROFUND ADVISORS LLC$377K1
484Applied Finance Capital Management, LLC$376K1
485BROWN ADVISORY INC$374K1
486Kera Capital Partners, Inc.$372K1
487CENTRAL TRUST Co$372K1
488GUYASUTA INVESTMENT ADVISORS INC$372K1
489Trust Asset Management LLC$366K1
490Compound Planning, Inc.$366K1
491INDEPENDENT FINANCIAL GROUP, LLC$364K1
492Charles Schwab Trust Co$357K1
493J. Safra Sarasin Holding AG$354K1
494GROUP ONE TRADING LLC$352K1
495Leonteq Securities AG$350K1
496denkapparat Operations GmbH$346K1
497Pacific Point Advisors, LLC$343K1
498Harbor Advisors LLC$337K1
499Windward Private Wealth Management Inc.$337K1
500MGO ONE SEVEN LLC$336K1
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 / 0 sell
Congress net ($ bound)$1.0K to $15.0K
Filers net (actions)not in build
Filers net ($ 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 RMD

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

Financials — as filed PLANNED

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