Public record / Tickers / ROL

ROL — ROLLINS INC

Both disclosure regimes on one name: who in Congress filed about ROL, 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
14
all PTR rows naming ROL
Members · 12m
3
6 buys · 4 sells · by trade date
Latest PTR
09-09
filed 2026-09-09
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

April McClain Delaney · $50.0K–$100K

Sale · traded 2026-08-25 → filed 2026-09-09. Ranked over every ROL row by the provable lower bound, never a point estimate.

3 members · 6 buys / 4 sells

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

3 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

11 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. 11 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING ROL · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ROL
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-09April McClain Delaney D–MD-6Sale · DC (dependent-child-owned)Traded 08-25 +15d$50K–$100K
2026-08-05Julie Johnson D–TX-32Purchase · JT (jointly owned)Traded 2025-09-23 LATE·316d$1K–$15K
2026-08-05Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 2025-09-23 LATE·316d$1K–$15K
2026-04-06April McClain Delaney D–MD-6Purchase · DC (dependent-child-owned)Traded 03-31 +6d$1K–$15K
2026-03-10April McClain Delaney D–MD-6Purchase · DC (dependent-child-owned)Traded 02-20 +18d$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 14 ↗

Members active in ROL

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing ROL 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.
April McClain Delaney D–MD-65−$82.0K to $45.0K2
Julie Johnson D–TX-323−$29.0K to $13.0K4
Lisa C. McClain R–MI-92−$14.0K to $14.0K2

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

Congress ↔ notable managers · ROL

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

Congress · last 90 days

Buyers
1 Julie Johnson D–TX-32 $1K–$15K
Sellers
2 April McClain Delaney D–MD-6, Julie Johnson D–TX-32 $51K–$115K

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

Notable managers · quarter ended 2026-03-31

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

Merged timeline of congressional filings and notable-manager moves on ROL
DateWhoChangeSize
2026-09-09April McClain Delaney CongressSale$50K–$100K
2026-08-05Julie Johnson CongressPurchase$1K–$15K
2026-08-05Julie Johnson CongressSale$1K–$15K
2026-05-15Tudor Investment Corp 13Fadd+235,905 sh
2026-05-15Fundsmith 13Ftrim−858,694 sh
2026-05-15Gotham Asset Management 13Ftrim−64,110 sh
2026-05-15Bridgewater Associates 13Fexit−22,459 sh
2026-05-14Caxton Associates 13Fnew+9,842 sh
2026-05-01Markel Group 13Fadd+9,000 sh

9 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 ROL for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.5B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.1B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$879M1
4STATE STREET CORP$698M1
5GEODE CAPITAL MANAGEMENT, LLC$623M1
6FMR LLC$618M1
7Invesco Ltd.$351M1
8MORGAN STANLEY$292M1
9Select Equity Group, L.P.$255M1
10APG Asset Management N.V.$198M1
11AMF Tjanstepension AB$196M1
12USS Investment Management Ltd$167M1
13WELLINGTON MANAGEMENT GROUP LLP$164M1
14NORTHERN TRUST CORP$158M1
15Pictet Asset Management Holding SA$155M1
16DIMENSIONAL FUND ADVISORS LP$153M1
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC$128M1
18STIFEL FINANCIAL CORP$122M1
19BLAIR WILLIAM & CO/IL$121M1
20UBS Group AG$118M1
21POLEN CAPITAL MANAGEMENT LLC$116M1
22WELLS FARGO & COMPANY/MN$114M1
23Legal & General Group Plc$112M1
24UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$106M1
25CIBC Bancorp USA Inc.$104M1
26RENAISSANCE TECHNOLOGIES LLC$103M1
27DEUTSCHE BANK AG\$100.0M1
28TWO SIGMA INVESTMENTS, LP$92.5M1
29VANGUARD FIDUCIARY TRUST CO$91.2M1
30Bank of New York Mellon Corp$89.9M1
31Ilex Capital Partners (UK) LLP$82.3M1
32BANK OF MONTREAL /CAN/$81.3M1
33MANNING & NAPIER ADVISORS LLC$80.5M1
34MARKEL GROUP INC.$80.0M1
35BANK OF AMERICA CORP /DE/$76.2M1
36TD ASSET MANAGEMENT INC$70.8M1
37ROYAL BANK OF CANADA$68.0M1
38FEDERATED HERMES, INC.$66.9M1
39RAYMOND JAMES FINANCIAL INC$66.8M1
40RIVERBRIDGE PARTNERS LLC$66.4M1
41ENVESTNET ASSET MANAGEMENT INC$65.0M1
42Conestoga Capital Advisors, LLC$62.9M1
43AQR CAPITAL MANAGEMENT LLC$61.9M1
44AMERIPRISE FINANCIAL INC$59.3M1
45Amundi$57.7M1
46Epoch Investment Partners, Inc.$54.8M1
47VICTORY CAPITAL MANAGEMENT INC$53.7M1
48BAMCO INC /NY/$53.3M1
49FIRST TRUST ADVISORS LP$52.2M1
50TREMBLANT CAPITAL GROUP$50.7M1
51Nuveen, LLC$48.1M1
52Fiera Capital Corp$46.4M1
53JUPITER ASSET MANAGEMENT LTD$45.8M1
54Swiss National Bank$45.6M1
55HSBC HOLDINGS PLC$43.8M1
56NORDEA INVESTMENT MANAGEMENT AB$40.9M1
57BARCLAYS PLC$40.7M1
58Life Cycle Investment Partners Ltd$40.6M1
59EVENTIDE ASSET MANAGEMENT, LLC$40.2M1
60Ghisallo Capital Management LLC$40.1M1
61MACKENZIE FINANCIAL CORP$38.7M1
62Squarepoint Ops LLC$36.8M1
63Sumitomo Mitsui Trust Group, Inc.$34.8M1
64BLI - Banque de Luxembourg Investments$34.7M1
65Mitsubishi UFJ Asset Management Co., Ltd.$34.5M1
66CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$34.5M1
67Vanguard Global Advisers, LLC$34.5M1
68Railway Pension Investments Ltd$33.9M1
69Baird Financial Group, Inc.$33.4M1
70E. Ohman J:or Asset Management AB$33.3M1
71Fundsmith LLP$33.1M1
72Aware Super Pty Ltd as trustee of Aware Super$33.1M1
73DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$32.5M1
74SCHRODER INVESTMENT MANAGEMENT GROUP$32.3M1
75VANGUARD ASSET MANAGEMENT, Ltd$28.3M1
76SEI INVESTMENTS CO$26.7M1
77CITIGROUP INC$26.7M1
78Corient Private Wealth LLC$25.9M1
79ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$24.9M1
80BANQUE PICTET & CIE SA$24.8M1
81DUDLEY & SHANLEY, INC.$24.3M1
82Quantinno Capital Management LP$23.8M1
83Allspring Global Investments Holdings, LLC$23.4M1
84TEACHER RETIREMENT SYSTEM OF TEXAS$23.4M1
85VOLORIDGE INVESTMENT MANAGEMENT, LLC$23.2M1
86UMB Bank, n.a.$22.2M1
87Local Pensions Partnership Investment Ltd$22.2M1
88PRINCIPAL FINANCIAL GROUP INC$22.1M1
89Cetera Investment Advisers$21.9M1
90FRONTIER CAPITAL MANAGEMENT CO LLC$21.8M1
91TRUIST FINANCIAL CORP$21.6M1
92CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$20.9M1
93Blue Chip Partners, LLC$20.4M1
94NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$20.1M1
95Korea Investment CORP$20.0M1
96Ceredex Value Advisors LLC$19.9M1
97FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$18.6M1
98LPL Financial LLC$18.6M1
99FRANKLIN RESOURCES INC$18.5M1
100EULAV Asset Management$18.0M1
101FIFTH THIRD BANCORP$17.9M1
102ROYAL LONDON ASSET MANAGEMENT LTD$17.7M1
103JLB & ASSOCIATES INC$17.6M1
104ALLIANCEBERNSTEIN L.P.$17.4M1
105WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$17.1M1
106Covea Finance$17.0M1
107BNP Paribas Asset Management Holding S.A.$17.0M1
108Bank Julius Baer & Co. Ltd, Zurich$16.9M1
109Arbejdsmarkedets Tillaegspension$16.9M1
110Norinchukin Bank, The$16.8M1
111DnB Asset Management AS$16.5M1
112TOKIO MARINE ASSET MANAGEMENT CO LTD$16.3M1
113MARSICO CAPITAL MANAGEMENT LLC$15.9M1
114Mitsubishi UFJ Trust & Banking Corp$15.3M1
115TUDOR INVESTMENT CORP ET AL$14.7M1
116Asset Management One Co., Ltd.$14.7M1
117JACOBS LEVY EQUITY MANAGEMENT, INC$14.6M1
118US BANCORP \DE\$14.5M1
119HFR Wealth Management, LLC$14.3M1
120Trexquant Investment LP$14.3M1
121Moran Wealth Management, LLC$14.0M1
122NORTH POINT PORTFOLIO MANAGERS CORP/OH$13.9M1
123HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$13.8M1
124Andra AP-fonden$13.7M1
125BRIDGES INVESTMENT MANAGEMENT INC$13.6M1
126STATE OF WISCONSIN INVESTMENT BOARD$13.1M1
127COMMERCE BANK$13.0M1
128STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$12.3M1
129Universal- Beteiligungs- und Servicegesellschaft mbH$12.2M1
130S.E.E.D. Planning Group LLC$12.2M1
131Cornerstone Advisors, LLC$12.1M1
132Tidal Investments LLC$12.1M1
133Crown Oak Advisors, LLC$11.6M1
134PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$11.6M1
135Ensign Peak Advisors, Inc$11.4M1
136KLP KAPITALFORVALTNING AS$11.4M1
137ADAGE CAPITAL PARTNERS GP, L.L.C.$11.3M1
138AVIVA PLC$11.0M1
139Montanaro Asset Management Ltd$10.8M1
140DANSKE BANK A/S$10.8M1
141Man Group plc$10.3M1
142Zurich Insurance Group Ltd/FI$10.3M1
143Dakota Wealth Management$10.3M1
144Aberdeen Group plc$10.1M1
145Nippon Life Global Investors Americas, Inc.$10.0M1
146Apollon Wealth Management, LLC$9.8M1
147Assenagon Asset Management S.A.$9.7M1
148SEB Asset Management AB$9.5M1
149LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$9.4M1
150STOREBRAND ASSET MANAGEMENT AS$9.3M1
151LMCG INVESTMENTS, LLC$8.7M1
152MANUFACTURERS LIFE INSURANCE COMPANY, THE$8.6M1
153Advisors Asset Management, Inc.$8.2M1
154NEW YORK STATE COMMON RETIREMENT FUND$8.2M1
155OPPENHEIMER ASSET MANAGEMENT INC.$8.2M1
156CANADA PENSION PLAN INVESTMENT BOARD$8.1M1
157Zimmer Partners, LP$8.0M1
158Allianz Asset Management GmbH$8.0M1
1591832 Asset Management L.P.$7.9M1
160PRUDENTIAL PLC$7.8M1
161Resona Asset Management Co.,Ltd.$7.8M1
162Vanguard Investments Australia, Ltd.$7.7M1
163CITADEL ADVISORS LLC$7.7M1
164Chevy Chase Trust Holdings, LLC$7.7M1
165Illinois Municipal Retirement Fund$7.4M1
166PRUDENTIAL FINANCIAL INC$7.3M1
167WESTFIELD CAPITAL MANAGEMENT CO LP$7.0M1
168Robeco Institutional Asset Management B.V.$7.0M1
169AMERICAN CENTURY COMPANIES INC$6.8M1
170Strategic Global Advisors, LLC$6.7M1
171Freestone Grove Partners LP$6.6M1
172NATIONAL BANK OF CANADA /FI/$6.6M1
173Jefferies Financial Group Inc.$6.5M1
174Numerai GP LLC$6.5M1
175Atria Investments, Inc$6.4M1
176SIGNATUREFD, LLC$6.3M1
177Gotham Asset Management, LLC$6.3M1
178Abacus FCF Advisors LLC$6.2M1
179CAISSE DES DEPOTS ET CONSIGNATIONS$5.8M1
180CREDIT AGRICOLE S A$5.7M1
181BANK OF NOVA SCOTIA$5.6M1
182PANAGORA ASSET MANAGEMENT INC$5.6M1
183OSAIC HOLDINGS, INC.$5.4M1
184Federation des caisses Desjardins du Quebec$5.4M1
185Pathstone Holdings, LLC$5.4M1
186Tredje AP-fonden$5.4M1
187Vestmark Advisory Solutions, Inc.$5.4M1
188BROWN ADVISORY INC$5.3M1
189NOMURA ASSET MANAGEMENT CO LTD$5.3M1
190State of New Jersey Common Pension Fund D$5.2M1
191Berger Financial Group, Inc$5.1M1
192Dai-ichi Life Insurance Company, Ltd$5.1M1
193Bleakley Financial Group, LLC$5.1M1
194FARALLON CAPITAL MANAGEMENT, L.L.C.$5.0M1
195Alpine Peaks Capital, LP$4.8M1
196Lansforsakringar Fondforvaltning AB (publ)$4.8M1
197Owlhouse Capital LP$4.8M1
198Wealthfront Advisers LLC$4.8M1
199Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust$4.7M1
200TORONTO DOMINION BANK$4.6M1
201XPONANCE LLC$4.5M1
202STATE OF MICHIGAN RETIREMENT SYSTEM$4.4M1
203MetLife Investment Management, LLC$4.4M1
204Y-Intercept (Hong Kong) Ltd$4.3M1
205Edgestream Partners, L.P.$4.3M1
206CIBC Asset Management Inc$4.3M1
207Czech National Bank$4.3M1
208NewEdge Wealth, LLC$4.3M1
209Arizona State Retirement System$4.2M1
210Zurcher Kantonalbank (Zurich Cantonalbank)$4.2M1
211Qube Research & Technologies Ltd$4.1M1
212Sargent Investment Group, LLC$4.0M1
213Ethic Inc.$4.0M1
214Suncoast Equity Management$3.9M1
215UniSuper Management Pty Ltd$3.9M1
216Robbins Farley$3.9M1
217Asset Advisors Investment Management, LLC$3.8M1
218WELCH & FORBES LLC$3.7M1
219COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.7M1
220VOYA INVESTMENT MANAGEMENT LLC$3.6M1
221D.A. DAVIDSON & CO.$3.6M1
222Visionary Wealth Advisors$3.5M1
223National Pension Service$3.5M1
224Swiss Life Asset Management Ltd$3.5M1
225PATTON FUND MANAGEMENT, INC.$3.4M1
226ProShare Advisors LLC$3.4M1
227Mirae Asset Global Investments Co., Ltd.$3.3M1
228Retirement Systems of Alabama$3.3M1
229Brevan Howard Capital Management LP$3.3M1
230MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.2M1
231MGO ONE SEVEN LLC$3.2M1
232AGF MANAGEMENT LTD$3.2M1
233INTECH INVESTMENT MANAGEMENT LLC$3.1M1
234IFM Investors Pty Ltd$3.1M1
235Woodline Partners LP$3.1M1
236Orion Porfolio Solutions, LLC$3.0M1
237Sumitomo Mitsui DS Asset Management Company, Ltd$2.9M1
238Left Brain Wealth Management, LLC$2.9M1
239CABOT WEALTH MANAGEMENT INC$2.9M1
240Vanguard Personalized Indexing Management, LLC$2.9M1
241Sanctuary Advisors, LLC$2.8M1
242Daiwa Securities Group Inc.$2.8M1
243AZZAD ASSET MANAGEMENT INC /ADV$2.7M1
244Hennion & Walsh Asset Management, Inc.$2.7M1
245Prana Capital Management, LP$2.7M1
246BRIGHT ROCK CAPITAL MANAGEMENT, LLC$2.7M1
247Utah Retirement Systems$2.6M1
248Creative Planning$2.6M1
249Freedom Day Solutions, LLC$2.6M1
250BUCKHEAD CAPITAL MANAGEMENT LLC$2.6M1
251PUBLIC SECTOR PENSION INVESTMENT BOARD$2.5M1
252B. Metzler seel. Sohn & Co. AG$2.5M1
253Cerity Partners LLC$2.5M1
254SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.5M1
255O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.3M1
256GLENMEDE TRUST CO NA$2.3M1
257Rakuten Investment Management, Inc.$2.3M1
258Caprock Group, LLC$2.3M1
259YOUSIF CAPITAL MANAGEMENT, LLC$2.3M1
260NEOS Investment Management LLC$2.2M1
261&PARTNERS$2.2M1
262NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.2M1
263MIDDLETON & CO INC/MA$2.2M1
264Northwest & Ethical Investments L.P.$2.1M1
265BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.1M1
266Graham Capital Management, L.P.$2.1M1
267NISSAY ASSET MANAGEMENT CORP /JAPAN$2.1M1
268WASATCH ADVISORS LP$2.0M1
269Nutshell Asset Management Ltd$2.0M1
270EASTERN BANK$2.0M1
271Concurrent Investment Advisors, LLC$1.9M1
272Covalis Capital LLP$1.9M1
273Janus Henderson Group Ltd.$1.8M1
274OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.8M1
275ICW Investment Advisors LLC$1.7M1
276HighTower Advisors, LLC$1.7M1
277MOODY LYNN LIEBERSON & WALKER, LLC$1.7M1
278BENJAMIN EDWARDS INC$1.7M1
279MML INVESTORS SERVICES, LLC$1.6M1
280Linden Thomas Advisory Services, LLC$1.6M1
281MERCER GLOBAL ADVISORS INC /ADV$1.6M1
282MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.6M1
283Taylor Frigon Capital Management LLC$1.6M1
284Virtus Investment Advisers, LLC$1.6M1
285Values First Advisors, Inc.$1.6M1
286MACQUARIE GROUP LTD$1.6M1
287LGT Fund Management Co Ltd.$1.5M1
288Southeast Asset Advisors, LLC$1.5M1
289Waverly Advisors, LLC$1.5M1
290OP Asset Management Ltd$1.5M1
291Kovack Advisors, Inc.$1.5M1
292Quantbot Technologies LP$1.5M1
293DONALDSON CAPITAL MANAGEMENT, LLC$1.5M1
294Vident Advisory, LLC$1.5M1
295Inspire Investing, LLC$1.5M1
296CIM, LLC$1.5M1
297POSTROCK PARTNERS LLC$1.5M1
298HB Wealth Management, LLC$1.4M1
299D. E. Shaw & Co., Inc.$1.4M1
300EXCHANGE TRADED CONCEPTS, LLC$1.4M1
301Jain Global LLC$1.4M1
302Eurizon Capital SGR S.p.A.$1.4M1
303NISA INVESTMENT ADVISORS, LLC$1.4M1
304Investment Management Corp of Ontario$1.4M1
305Summit Trail Advisors, LLC$1.4M1
306Bank Pictet & Cie (Europe) AG$1.3M1
307FLORIDA FINANCIAL ADVISORS, LLC$1.3M1
308Accurate Wealth Management, LLC$1.3M1
309RB Capital Management, LLC$1.3M1
310Indivisible Partners$1.3M1
311CLOUGH CAPITAL PARTNERS L P$1.3M1
312AustralianSuper Pty Ltd$1.3M1
313AXQ CAPITAL, LP$1.3M1
314CWM, LLC$1.2M1
315Pacific Point Advisors, LLC$1.2M1
316Callan Family Office, LLC$1.2M1
317Caldwell Investment Management Ltd.$1.2M1
318Founders Financial Alliance, LLC$1.2M1
319Hardworking Capital Advisors, LLC$1.1M1
320Avanza Fonder AB$1.1M1
321Crossmark Global Holdings, Inc.$1.1M1
322MARCO INVESTMENT MANAGEMENT LLC$1.1M1
323Aviso Financial Inc.$1.1M1
324S.A. Mason LLC$1.1M1
325GATEWAY INVESTMENT ADVISERS LLC$1.1M1
326Meridian Wealth Advisors, LLC$1.1M1
327GRIFFIN ASSET MANAGEMENT, INC.$1.1M1
328Aptus Capital Advisors, LLC$1.1M1
329CIBC WORLD MARKET INC.$1.0M1
330Osmosis Investment Management UK Ltd$1.0M1
331Rafferty Asset Management, LLC$1.0M1
332Axecap Investments, LLC$1.0M1
333DecisionMap Wealth Management, LLC$1.0M1
334Vise Technologies, Inc.$999K1
335DAVENPORT & Co LLC$988K1
336COMMONWEALTH EQUITY SERVICES, LLC$974K1
337NICOLET BANKSHARES INC$969K1
338MIZUHO SECURITIES USA LLC$948K1
339Penobscot Investment Management Company, Inc.$941K1
340AG2R LA MONDIALE GESTION D'ACTIFS$931K1
341Metis Global Partners, LLC$919K1
342ABN AMRO INVESTMENT SOLUTIONS$917K1
343HARTFORD INVESTMENT MANAGEMENT CO$909K1
344Blueshift Asset Management, LLC$903K1
345Swedbank AB$883K1
346CONTRAVISORY INVESTMENT MANAGEMENT, INC.$880K1
347WESTCO ADVISORY SERVICES INC /ADV$878K1
348MONEY CONCEPTS CAPITAL CORP$877K1
349Advisory Advocates, LLC$877K1
350Sequoia Financial Advisors, LLC$874K1
351Machina Capital S.A.S.$857K1
352ELEVATION POINT WEALTH PARTNERS, LLC$854K1
353OneDigital Investment Advisors LLC$848K1
354GUGGENHEIM CAPITAL LLC$845K1
355Wealth Enhancement Trust Services, Inc.$834K1
356QRG CAPITAL MANAGEMENT, INC.$833K1
357Wellington Grp LLC$830K1
358United Asset Strategies, Inc.$798K1
359Patten Group, Inc.$795K1
360Peachtree Investment Partners, LLC$785K1
361Maryland State Retirement & Pension System$784K1
362OPPENHEIMER & CO INC$781K1
363JANE STREET GROUP, LLC$775K1
364SHELTON CAPITAL MANAGEMENT$769K1
365Equitable Holdings, Inc.$760K1
366Central Pacific Bank - Trust Division$756K1
367Voya Financial Advisors, Inc.$741K1
368Baader Bank Aktiengesellschaft$738K1
369Empowered Funds, LLC$733K1
370Merit Financial Group, LLC$725K1
371OMERS ADMINISTRATION Corp$713K1
372PITTENGER & ANDERSON INC$712K1
373KIRTLAND HILLS CAPITAL MANAGEMENT, LLC$685K1
374WEALTH ALLIANCE, LLC$682K1
375Ashton Thomas Private Wealth, LLC$676K1
376SWMG, LLC$660K1
377MAVERICK CAPITAL LTD$656K1
378Americana Partners, LLC$652K1
379MUFG Securities EMEA plc$643K1
380TICINO WEALTH$643K1
381BURNEY CO/$612K1
382GREENLEAF TRUST$607K1
383Qtron Investments LLC$602K1
384Alesco Advisors, LLC, An ESL Co$590K1
385Menard Financial Group LLC$588K1
386LVW Advisors, LLC$584K1
387NFSG Corp$581K1
388Saudi Central Bank$573K1
389Focus Partners Wealth$572K1
390Impact Capital Partners LLC$567K1
391Global X Japan Co., Ltd.$566K1
392BDFS Capital LLC$565K1
393Siemens Fonds Invest GmbH$558K1
394UNITED CAPITAL FINANCIAL ADVISORS, LLC$551K1
395Polymer Capital Management (US) LLC$549K1
396Lido Advisors, LLC$548K1
397Koshinski Asset Management, Inc.$536K1
398NOMURA HOLDINGS INC$535K1
399Cynosure Group, LLC$534K1
400Morningstar Investment Management LLC$527K1
401CAXTON ASSOCIATES LLP$526K1
402Wedmont Private Capital$513K1
403Beacon Pointe Advisors, LLC$512K1
404Rockefeller Capital Management L.P.$508K1
405STEPHENS INC /AR/$506K1
406Envestnet Portfolio Solutions, Inc.$504K1
407NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$502K1
408Kestra Advisory Services, LLC$491K1
409DIVERSIFY WEALTH MANAGEMENT, LLC$489K1
410Portside Wealth Group, LLC$488K1
411NORDEN GROUP LLC$486K1
412WEALTHSPAN PARTNERS, LLC$484K1
413OneAscent Investment Solutions LLC$481K1
414CHOREO, LLC$477K1
415M&T BANK CORP$461K1
416NATIXIS$461K1
417Capital Square, LLC$459K1
418OneAscent Financial Services LLC$450K1
419KFG WEALTH MANAGEMENT, LLC$449K1
420BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$448K1
421Empirical Finance, LLC$447K1
422OFI INVEST ASSET MANAGEMENT$447K1
423COLDSTREAM CAPITAL MANAGEMENT INC$441K1
424North Dakota State Investment Board$438K1
425Baron Wealth Management LLC$438K1
426Ballentine Partners, LLC$437K1
427MUFG SECURITIES AMERICAS INC.$434K1
428Silver Lake Advisory, LLC$422K1
429SECURIAN ASSET MANAGEMENT, INC$421K1
430MCF Advisors LLC$419K1
431MQS Management LLC$411K1
432OLD NATIONAL BANCORP /IN/$410K1
433Cresset Asset Management, LLC$407K1
434Compound Planning, Inc.$392K1
435Yorktown Management & Research Co Inc$390K1
436NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$389K1
437Perigon Wealth Management, LLC$389K1
438Family Legacy, Inc.$385K1
439AXIOM INVESTORS LLC /DE$383K1
440ASR Vermogensbeheer N.V.$380K1
441GROUPAMA ASSET MANAGMENT$380K1
442CenterBook Partners LP$375K1
443Apeiron RIA LLC$363K1
444OAK RIDGE INVESTMENTS LLC$361K1
445JOURNEY STRATEGIC WEALTH LLC$347K1
446Intellectus Partners, LLC$341K1
447Savvy Advisors, Inc.$341K1
448Aaron Wealth Advisors LLC$338K1
449J. Safra Sarasin Holding AG$338K1
450INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$337K1
451GWN SECURITIES INC.$337K1
452Westerkirk Capital Inc.$336K1
453Canada Post Corp Registered Pension Plan$332K1
454Brooklyn Investment Group$327K1
455NewEdge Advisors, LLC$327K1
456McElhenny Sheffield Capital Management, LLC$326K1
457QUADRANT CAPITAL GROUP LLC$322K1
458BIP Wealth, LLC$322K1
459Parkside Financial Bank & Trust$322K1
460EVOLVE PRIVATE WEALTH, LLC$320K1
461SYM FINANCIAL Corp$317K1
462Thrive Wealth Management, LLC$317K1
463EVERPAR ADVISORS LLC$316K1
464Laird Norton Wetherby Trust Company, LLC$316K1
465Diversify Advisory Services, LLC$315K1
466Capital Investment Advisors, LLC$312K1
467Larry Mathis Financial Planning, LLC$306K1
468FIDUCIARY TRUST CO$306K1
469Private Advisor Group, LLC$300K1
470Hilltop National Bank$296K1
471S-Bank Fund Management Ltd$295K1
472True North Advisors, LLC$294K1
473Kera Capital Partners, Inc.$293K1
474Walleye Capital LLC$290K1
475Heritage Family Offices, LLP$289K1
476Vontobel Holding Ltd.$279K1
477Basecamp Wealth Advisors LLC$279K1
478Everhart Financial Group, Inc.$277K1
479TruNorth Capital Management, LLC$277K1
480Commonwealth Financial Services, LLC$277K1
481Bell Bank$276K1
482BOK Financial Private Wealth, Inc.$275K1
483Vanguard National Trust Co$275K1
484Stratos Wealth Partners, LTD.$274K1
485Smartleaf Asset Management LLC$274K1
486Gallacher Capital Management LLC$272K1
487CI INVESTMENTS INC.$271K1
488Ellis Investment Partners, LLC$271K1
489AE Wealth Management LLC$270K1
490Citizens Business Bank$266K1
491KEYBANK NATIONAL ASSOCIATION/OH$266K1
492Keel Point, LLC$264K1
493INCEPTIONR LLC$263K1
494Wealthspire Advisors, LLC$260K1
495Johnson Financial Group, LLC$258K1
496Checchi Capital Advisers, LLC$258K1
497Oak Thistle LLC$256K1
498Ascent Group, LLC$256K1
499SPIREPOINT PRIVATE CLIENT, LLC$255K1
500BOOTHBAY FUND MANAGEMENT, LLC$254K1
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)6 buy / 4 sell
Congress net ($ bound)−$125K to $72.0K
Filers net (actions)not in build
Filers net ($ 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 ROL

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

Financials — as filed PLANNED

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