Public record / Tickers / ROP

ROP — ROPER TECHNOLOGIES INC

Both disclosure regimes on one name: who in Congress filed about ROP, 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
68
all PTR rows naming ROP
Members · 12m
2
1 buys · 6 sells · by trade date
Latest PTR
06-08
filed 2026-06-08
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

Gilbert Ray Cisneros, Jr. · $15.0K–$50.0K

Sale · traded 2026-02-10 → filed 2026-03-09. Ranked over every ROP row by the provable lower bound, never a point estimate.

2 members · 1 buys / 6 sells

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

10 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

10 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. 10 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING ROP · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ROP
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-06-08Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 05-15 +24d$1K–$15K
2026-05-08Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 04-14 +24d$1K–$15K
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 03-13 +25d$1K–$15K
2026-03-30Jared Moskowitz D–FL-23Sale · DC (dependent-child-owned)Traded 02-27 +31d$1K–$15K
2026-03-30Jared Moskowitz D–FL-23Sale · DC (dependent-child-owned)Traded 02-27 +31d$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 68 ↗

Members active in ROP

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing ROP 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.
Gilbert Ray Cisneros, Jr. D–CA-314−$79.0K to −$2.0K2
Jared Moskowitz D–FL-233−$45.0K to −$3.0K3

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

Congress ↔ notable managers · ROP

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 $51.7M held
Trimming
1 Caxton Associates $228K held

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

Merged timeline of congressional filings and notable-manager moves on ROP
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+79,154 sh
2026-05-14Caxton Associates 13Ftrim−123 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

full holders view ↗
Top institutional holders of ROP for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$3.4B1
2WINDACRE PARTNERSHIP LLC$2.7B1
3VANGUARD CAPITAL MANAGEMENT LLC$2.4B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$2.1B1
5STATE STREET CORP$1.8B1
6DODGE & COX$1.2B1
7GEODE CAPITAL MANAGEMENT, LLC$989M1
8WELLINGTON MANAGEMENT GROUP LLP$944M1
9Invesco Ltd.$776M1
10HARRIS ASSOCIATES L P$612M1
11MORGAN STANLEY$562M1
12ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$474M1
13UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$456M1
14FLOSSBACH VON STORCH SE$447M1
15AKRE CAPITAL MANAGEMENT LLC$445M1
16PRINCIPAL FINANCIAL GROUP INC$409M1
17D. E. Shaw & Co., Inc.$408M1
18NORTHERN TRUST CORP$369M1
19AQR CAPITAL MANAGEMENT LLC$342M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$285M1
21Legal & General Group Plc$239M1
22Bank of New York Mellon Corp$234M1
23ALLIANCEBERNSTEIN L.P.$232M1
24MANUFACTURERS LIFE INSURANCE COMPANY, THE$231M1
25FRANKLIN RESOURCES INC$230M1
26VANGUARD FIDUCIARY TRUST CO$211M1
27FIRST TRUST ADVISORS LP$205M1
28ProShare Advisors LLC$203M1
29DIMENSIONAL FUND ADVISORS LP$203M1
30CIBC Bancorp USA Inc.$197M1
31BANK OF AMERICA CORP /DE/$196M1
32Corient Private Wealth LLC$176M1
33Amundi$159M1
34UBS Group AG$155M1
35Nuveen, LLC$147M1
36BANK OF MONTREAL /CAN/$139M1
37FMR LLC$138M1
38BARCLAYS PLC$137M1
39WELLS FARGO & COMPANY/MN$132M1
40MACKENZIE FINANCIAL CORP$127M1
41VOLORIDGE INVESTMENT MANAGEMENT, LLC$126M1
42DEUTSCHE BANK AG\$122M1
43CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$116M1
44CITIGROUP INC$113M1
45Swiss National Bank$112M1
46OpenArc Corporate Advisory, LLC$110M1
47NZS Capital, LLC$102M1
48Sumitomo Mitsui Trust Group, Inc.$99.5M1
49JUPITER ASSET MANAGEMENT LTD$93.3M1
50Mitsubishi UFJ Asset Management Co., Ltd.$93.0M1
51Vanguard Global Advisers, LLC$89.1M1
52CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$87.8M1
53RAYMOND JAMES FINANCIAL INC$80.8M1
54SCHWARTZ INVESTMENT COUNSEL INC$75.1M1
55RHUMBLINE ADVISERS$74.6M1
56Woodline Partners LP$74.1M1
57HSBC HOLDINGS PLC$73.7M1
58Douglass Winthrop Advisors, LLC$72.9M1
59Clear Harbor Asset Management, LLC$66.8M1
60BAMCO INC /NY/$65.9M1
61National Pension Service$65.2M1
62VANGUARD ASSET MANAGEMENT, Ltd$65.2M1
63WELCH & FORBES LLC$63.7M1
64TD ASSET MANAGEMENT INC$62.2M1
65BNP Paribas Asset Management Holding S.A.$57.8M1
66Capco Asset Management, LLC$53.2M1
67Dixon Mitchell Investment Counsel Inc.$51.8M1
68Gotham Asset Management, LLC$51.7M1
69ROYAL BANK OF CANADA$48.8M1
70Guinness Asset Management LTD$48.7M1
71COMPASS CAPITAL MANAGEMENT, INC$48.5M1
72EULAV Asset Management$48.0M1
73NOMURA ASSET MANAGEMENT CO LTD$47.9M1
74Vest Financial, LLC$46.8M1
75GFI Investment Counsel Ltd.$45.2M1
76ZWJ INVESTMENT COUNSEL INC$44.1M1
77Universal- Beteiligungs- und Servicegesellschaft mbH$44.1M1
78Manitou Investment Management Ltd.$43.2M1
79BLAIR WILLIAM & CO/IL$43.0M1
80Camrose Capital Investment Partners LLP$42.0M1
81NATIONAL BANK OF CANADA /FI/$40.2M1
82JOHNSON INVESTMENT COUNSEL INC$40.2M1
83CRAWFORD INVESTMENT COUNSEL INC$40.1M1
84Cerity Partners LLC$39.6M1
85Grantham, Mayo, Van Otterloo & Co. LLC$39.6M1
86MILLENNIUM MANAGEMENT LLC$39.5M1
87NEW YORK STATE COMMON RETIREMENT FUND$39.3M1
88CITADEL ADVISORS LLC$39.1M1
89NICHOLAS COMPANY, INC.$38.8M1
90ROYAL LONDON ASSET MANAGEMENT LTD$38.5M1
91APG Asset Management N.V.$38.2M1
92PRUDENTIAL FINANCIAL INC$37.2M1
93FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$36.0M1
94ENVESTNET ASSET MANAGEMENT INC$35.2M1
95EVENTIDE ASSET MANAGEMENT, LLC$33.8M1
96ADAGE CAPITAL PARTNERS GP, L.L.C.$33.8M1
97STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$33.8M1
98Clarkston Capital Partners, LLC$33.4M1
99AVIVA PLC$32.8M1
100Ensign Peak Advisors, Inc$32.2M1
101Wishbone Management, LP$31.8M1
102Chevy Chase Trust Holdings, LLC$31.0M1
103Quantinno Capital Management LP$30.4M1
104VICTORY CAPITAL MANAGEMENT INC$29.2M1
105Focus Partners Wealth$28.9M1
106STOREBRAND ASSET MANAGEMENT AS$28.6M1
107AMERIPRISE FINANCIAL INC$27.4M1
108DAVIS R M INC$27.2M1
109KLP KAPITALFORVALTNING AS$26.6M1
110Swedbank AB$26.5M1
111Robeco Schweiz AG$26.5M1
112MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$26.1M1
113FIL Ltd$26.0M1
114MASSACHUSETTS FINANCIAL SERVICES CO /MA/$25.8M1
115SEI INVESTMENTS CO$25.7M1
116Squarepoint Ops LLC$25.6M1
117NEOS Investment Management LLC$25.2M1
118JANE STREET GROUP, LLC$25.0M1
119Applied Finance Capital Management, LLC$24.3M1
120KEYBANK NATIONAL ASSOCIATION/OH$24.0M1
121Boston Partners$22.3M1
122CIBC Asset Management Inc$21.7M1
123Schonfeld Strategic Advisors LLC$21.2M1
124Mirae Asset Global Investments Co., Ltd.$21.2M1
125STATE OF WISCONSIN INVESTMENT BOARD$21.1M1
126Baird Financial Group, Inc.$20.9M1
127LPL Financial LLC$20.7M1
128VILLERE ST DENIS J & CO LLC$20.5M1
129DANSKE BANK A/S$20.5M1
130Rafferty Asset Management, LLC$20.3M1
131Resona Asset Management Co.,Ltd.$20.2M1
132Pictet Asset Management Holding SA$20.0M1
133Distillate Capital Partners LLC$19.1M1
134Vanguard Investments Australia, Ltd.$19.0M1
135BLI - Banque de Luxembourg Investments$19.0M1
136Allianz Asset Management GmbH$18.2M1
137CREDIT AGRICOLE S A$18.2M1
138Zurcher Kantonalbank (Zurich Cantonalbank)$17.8M1
139Creative Planning$17.8M1
140Tredje AP-fonden$17.4M1
141TORONTO DOMINION BANK$17.4M1
142Asset Management One Co., Ltd.$17.1M1
143Korea Investment CORP$15.5M1
144Empire Life Investments Inc.$15.2M1
145ING GROEP NV$15.1M1
146PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$15.1M1
147MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$14.8M1
148Running Oak Capital LLC$14.7M1
149BALYASNY ASSET MANAGEMENT L.P.$14.4M1
150Rempart Asset Management Inc.$14.2M1
151GREENLEAF TRUST$14.0M1
152Union Bancaire Privee, UBP SA$14.0M1
153NORTH STAR ASSET MANAGEMENT INC$13.7M1
1541832 Asset Management L.P.$13.4M1
155NATIXIS$13.3M1
156Mariner, LLC$13.3M1
157ROCKLAND TRUST CO$13.2M1
158HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$13.0M1
159FARMERS & MERCHANTS INVESTMENTS INC$12.8M1
160Evercore Wealth Management, LLC$12.6M1
161DF DENT & CO INC$12.6M1
162State of New Jersey Common Pension Fund D$12.3M1
163IEQ CAPITAL, LLC$12.2M1
164Smith Salley Wealth Management$12.0M1
165US BANCORP \DE\$11.9M1
166NOVARE CAPITAL MANAGEMENT LLC$11.8M1
167NISA INVESTMENT ADVISORS, LLC$11.7M1
168PYA Waltman Capital, LLC$11.4M1
169Aberdeen Group plc$11.4M1
170AMERICAN CENTURY COMPANIES INC$11.1M1
171FIFTH THIRD BANCORP$11.0M1
172Doma Perpetual Capital Management LLC$10.7M1
173FULLER & THALER ASSET MANAGEMENT, INC.$10.7M1
174NISSAY ASSET MANAGEMENT CORP /JAPAN$10.6M1
175STATE OF MICHIGAN RETIREMENT SYSTEM$10.5M1
176Glenview Trust Co$10.5M1
177Arizona State Retirement System$10.4M1
178Aquatic Capital Management LLC$10.4M1
179MATTERN CAPITAL MANAGEMENT, LLC$10.3M1
180Czech National Bank$10.3M1
181SouthState Bank Corp$10.1M1
182SUSQUEHANNA INTERNATIONAL GROUP, LLP$10.0M1
183Rockefeller Capital Management L.P.$10.0M1
184Daiwa Securities Group Inc.$9.9M1
185YOUSIF CAPITAL MANAGEMENT, LLC$9.7M1
186MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$9.6M1
187KELLY LAWRENCE W & ASSOCIATES INC/CA$9.6M1
188STIFEL FINANCIAL CORP$9.5M1
189Dai-ichi Life Insurance Company, Ltd$9.4M1
190Van Hulzen Asset Management, LLC$9.2M1
191Edgestream Partners, L.P.$9.2M1
192BROWN ADVISORY INC$9.0M1
193OMERS ADMINISTRATION Corp$8.8M1
194MetLife Investment Management, LLC$8.8M1
195COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$8.8M1
196DnB Asset Management AS$8.6M1
197GUGGENHEIM CAPITAL LLC$8.6M1
198B. Metzler seel. Sohn & Co. AG$8.6M1
199WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$8.5M1
200SIRIOS CAPITAL MANAGEMENT L P$8.5M1
201Federation des caisses Desjardins du Quebec$8.2M1
202UNITED CAPITAL FINANCIAL ADVISORS, LLC$8.2M1
203TWO SIGMA INVESTMENTS, LP$8.2M1
204Retirement Systems of Alabama$8.0M1
205Hyperion Capital Advisors LP$8.0M1
206Cetera Investment Advisers$7.9M1
207NORTH POINT PORTFOLIO MANAGERS CORP/OH$7.8M1
208PALISADE CAPITAL MANAGEMENT, LP$7.8M1
209SEB Asset Management AB$7.6M1
210BANK OF NOVA SCOTIA$7.6M1
211Inspire Investing, LLC$7.5M1
212GROUPAMA ASSET MANAGMENT$7.5M1
213IFM Investors Pty Ltd$7.4M1
214MARTINGALE ASSET MANAGEMENT L P$7.4M1
215Lido Advisors, LLC$7.3M1
216UniSuper Management Pty Ltd$7.2M1
217Jasper Ridge Partners, L.P.$7.1M1
218XTX Topco Ltd$7.1M1
219GHP Investment Advisors, Inc.$7.1M1
220USS Investment Management Ltd$7.1M1
221XPONANCE LLC$7.0M1
222TEACHER RETIREMENT SYSTEM OF TEXAS$6.8M1
223NOMURA HOLDINGS INC$6.8M1
224PARSONS CAPITAL MANAGEMENT INC/RI$6.7M1
225PUBLIC SECTOR PENSION INVESTMENT BOARD$6.7M1
226LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$6.7M1
227Aristotle Atlantic Partners, LLC$6.5M1
228Guinness Atkinson Asset Management Inc$6.4M1
229Swiss Life Asset Management Ltd$6.4M1
230Marks Group Wealth Management, Inc$6.2M1
231CWM, LLC$6.2M1
232Utah Retirement Systems$6.2M1
233Eurizon Capital SGR S.p.A.$6.1M1
234COMMONWEALTH EQUITY SERVICES, LLC$6.1M1
235VOYA INVESTMENT MANAGEMENT LLC$6.0M1
236Delta Investment Management, LLC$6.0M1
237CIBC WORLD MARKET INC.$6.0M1
238MERCER GLOBAL ADVISORS INC /ADV$6.0M1
239BAHL & GAYNOR INC$5.9M1
240M&T BANK CORP$5.9M1
241Pathstone Holdings, LLC$5.8M1
242Cresset Asset Management, LLC$5.7M1
243Hamilton Point Investment Advisors, LLC$5.7M1
244NEW YORK LIFE INVESTMENT MANAGEMENT LLC$5.6M1
245LEVEL FOUR ADVISORY SERVICES, LLC$5.6M1
246PRUDENTIAL PLC$5.6M1
247Tidal Investments LLC$5.5M1
248Sumitomo Mitsui DS Asset Management Company, Ltd$5.4M1
249BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$5.2M1
250WORLDQUANT MILLENNIUM ADVISORS LLC$5.2M1
251Mitsubishi UFJ Trust & Banking Corp$5.1M1
252Ethic Inc.$5.1M1
253Vanguard Personalized Indexing Management, LLC$5.1M1
254Beacon Pointe Advisors, LLC$5.1M1
255Robeco Institutional Asset Management B.V.$5.0M1
256EASTERN BANK$5.0M1
257Triad Investment Management$4.9M1
258FIRST NATIONAL BANK OF OMAHA$4.8M1
259Candriam S.C.A.$4.8M1
260Blackstone Inc.$4.6M1
261STEPHENS INC /AR/$4.5M1
262Evelyn Partners Investment Management LLP$4.5M1
263Curi Capital, LLC$4.5M1
264Morningstar Investment Management LLC$4.5M1
265Waverly Advisors, LLC$4.3M1
266OREGON PUBLIC EMPLOYEES RETIREMENT FUND$4.3M1
267Connor, Clark & Lunn Investment Management Ltd.$4.3M1
268SHELTON CAPITAL MANAGEMENT$4.3M1
269NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$4.2M1
270Dash Acquisitions Inc.$4.2M1
271ABN AMRO INVESTMENT SOLUTIONS$4.1M1
272Martin Investment Management, LLC$4.1M1
273AGF MANAGEMENT LTD$4.0M1
274Sequoia Financial Advisors, LLC$4.0M1
275Janus Henderson Group Ltd.$4.0M1
276Numerai GP LLC$3.9M1
277O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.9M1
278NORDEA INVESTMENT MANAGEMENT AB$3.9M1
279Wealthfront Advisers LLC$3.9M1
280JACOBS LEVY EQUITY MANAGEMENT, INC$3.9M1
281OP Asset Management Ltd$3.9M1
282Empowered Funds, LLC$3.8M1
283HighTower Advisors, LLC$3.7M1
284FIDUCIARY TRUST CO$3.7M1
285OSAIC HOLDINGS, INC.$3.6M1
286TD Waterhouse Canada Inc.$3.6M1
287NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.6M1
288Norinchukin Bank, The$3.6M1
289SFE Investment Counsel$3.5M1
290PATTON ALBERTSON MILLER GROUP, LLC$3.5M1
291Covea Finance$3.5M1
292Parcion Private Wealth LLC$3.4M1
293MARCO INVESTMENT MANAGEMENT LLC$3.4M1
294Machina Capital S.A.S.$3.3M1
295Strong Tower Advisory Services$3.3M1
296Summit Financial, LLC$3.3M1
297Advisors Asset Management, Inc.$3.2M1
298DE BURLO GROUP INC$3.2M1
299MACQUARIE GROUP LTD$3.2M1
300QUADRANT CAPITAL GROUP LLC$3.2M1
301SCHRODER INVESTMENT MANAGEMENT GROUP$3.2M1
302Keel Point, LLC$3.1M1
303CAPITAL CITY TRUST CO/FL$3.1M1
304Essex Financial Services, Inc.$3.0M1
305Nelson Capital Management, LLC$3.0M1
306Summit Trail Advisors, LLC$3.0M1
307Red Door Wealth Management, LLC$2.9M1
308COMMERCE BANK$2.9M1
309Tejara Capital Ltd$2.9M1
310Jones Kertz & Associates, Inc.$2.9M1
311Palliser Capital (UK) Ltd$2.9M1
312PROFUND ADVISORS LLC$2.8M1
313Jacobi Capital Management LLC$2.8M1
314KENNEDY CAPITAL MANAGEMENT LLC$2.7M1
315Investment Management Corp of Ontario$2.7M1
316Kestra Advisory Services, LLC$2.7M1
317B & T Capital Management DBA Alpha Capital Management$2.7M1
318AlphaCore Capital LLC$2.6M1
319Orion Porfolio Solutions, LLC$2.5M1
320TRUIST FINANCIAL CORP$2.5M1
321FULTON BANK, N.A.$2.5M1
322Arax Advisory Partners$2.5M1
323Signal Advisors Wealth, LLC$2.4M1
324PENINSULA ASSET MANAGEMENT INC$2.4M1
325Delta Global Management LP$2.4M1
326Town & Country Bank & Trust CO dba First Bankers Trust CO$2.3M1
327Northwest & Ethical Investments L.P.$2.3M1
328Meiji Yasuda Asset Management Co Ltd.$2.3M1
329MIZUHO SECURITIES USA LLC$2.3M1
330Vestmark Advisory Solutions, Inc.$2.2M1
331KCM INVESTMENT ADVISORS LLC$2.2M1
332Merit Financial Group, LLC$2.2M1
333E Fund Management Co., Ltd.$2.2M1
334HARTFORD INVESTMENT MANAGEMENT CO$2.2M1
335AZZAD ASSET MANAGEMENT INC /ADV$2.1M1
336Sanctuary Advisors, LLC$2.1M1
337TECTONIC ADVISORS LLC$2.0M1
338Apollon Wealth Management, LLC$2.0M1
339Legacy Financial Strategies, LLC$2.0M1
340RKL Wealth Management LLC$2.0M1
341MAI Capital Management$1.9M1
342Provident Investment Management, Inc.$1.9M1
343Maryland State Retirement & Pension System$1.9M1
344Crossmark Global Holdings, Inc.$1.9M1
345E. Ohman J:or Asset Management AB$1.9M1
346Birch Hill Investment Advisors LLC$1.9M1
347Cannell & Spears LLC$1.9M1
348MONTAG A & ASSOCIATES INC$1.9M1
349Vident Advisory, LLC$1.9M1
350HB Wealth Management, LLC$1.8M1
351Aptus Capital Advisors, LLC$1.8M1
352Allspring Global Investments Holdings, LLC$1.8M1
353CULLINAN ASSOCIATES INC$1.8M1
354PKO Investment Management Joint-Stock Co$1.8M1
355Ameritas Investment Partners, Inc.$1.8M1
356BFSG, LLC$1.7M1
357ENCOMPASS WEALTH ADVISORS, LLC$1.7M1
358Vontobel Holding Ltd.$1.6M1
359PANAGORA ASSET MANAGEMENT INC$1.6M1
360MML INVESTORS SERVICES, LLC$1.6M1
361PEDDOCK CAPITAL ADVISORS, LLC$1.6M1
362World Investment Advisors$1.6M1
363PACES FERRY WEALTH ADVISORS, LLC$1.6M1
364BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.6M1
365Chicago Partners Investment Group LLC$1.6M1
366DEARBORN PARTNERS LLC$1.6M1
367Neumann Capital Management, LLC$1.6M1
368EntryPoint Capital, LLC$1.6M1
369Evelyn Partners Investment Management Services Ltd$1.5M1
370MUFG Securities EMEA plc$1.5M1
371HUNTINGTON NATIONAL BANK$1.5M1
372Callan Family Office, LLC$1.5M1
373Focus Partners Advisor Solutions, LLC$1.5M1
374DIVIDEND ASSETS CAPITAL, LLC$1.5M1
375Tower Research Capital LLC (TRC)$1.5M1
376Prospera Financial Services Inc$1.5M1
377Aviso Financial Inc.$1.5M1
378Abundance Wealth Counselors$1.5M1
379BRIDGES INVESTMENT MANAGEMENT INC$1.5M1
380Metis Global Partners, LLC$1.5M1
381Nicholson Wealth Management Group, LLC$1.4M1
382WBI INVESTMENTS, LLC$1.4M1
383BALDWIN WEALTH PARTNERS LLC/MA$1.4M1
384Clearstead Advisors, LLC$1.4M1
385Annis Gardner Whiting Capital Advisors, LLC$1.4M1
386Saudi Central Bank$1.4M1
387NLB Skladi, upravljanje premozenja, d.o.o.$1.4M1
388CHOREO, LLC$1.3M1
389Independent Advisor Alliance$1.3M1
390Global X Japan Co., Ltd.$1.3M1
391Meeder Advisory Services, Inc.$1.3M1
392Pinnacle Financial Partners, Inc.$1.3M1
393Empirical Finance, LLC$1.3M1
394RDA Financial Network$1.3M1
395LMR Partners LLP$1.3M1
396Pine Valley Investments Ltd Liability Co$1.3M1
397Stratos Wealth Partners, LTD.$1.2M1
398Atria Investments, Inc$1.2M1
399SIGMA INVESTMENT COUNSELORS INC$1.2M1
400TOKIO MARINE ASSET MANAGEMENT CO LTD$1.2M1
401NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.2M1
402Phoenix Financial Ltd.$1.2M1
403Concurrent Investment Advisors, LLC$1.2M1
404Laird Norton Wetherby Trust Company, LLC$1.2M1
405Ashton Thomas Private Wealth, LLC$1.2M1
406RWA WEALTH PARTNERS, LLC$1.2M1
407Plato Investment Management Ltd$1.2M1
408Boomfish Wealth Group, LLC$1.2M1
409UNIVEST FINANCIAL Corp$1.1M1
410DAVIS-REA LTD.$1.1M1
411PARAGON CAPITAL MANAGEMENT INC$1.1M1
412Strong Retirement Solutions LLC$1.1M1
413GUARDIAN CAPITAL LP$1.1M1
414Dorsey & Whitney Trust CO LLC$1.1M1
415&PARTNERS$1.1M1
416North Dakota State Investment Board$1.1M1
417GATEWAY INVESTMENT ADVISERS LLC$1.1M1
418Silvant Capital Management LLC$1.1M1
419Atlantic Edge Private Wealth Management, LLC$1.1M1
420Sidoxia Capital Management, LLC$1.1M1
421UMB Bank, n.a.$1.1M1
422Equitable Holdings, Inc.$1.0M1
423MUFG SECURITIES AMERICAS INC.$1.0M1
424Third View Private Wealth, LLC$1.0M1
425SECURIAN ASSET MANAGEMENT, INC$1.0M1
426Atlantic Union Bankshares Corp$1.0M1
427Banque Cantonale Vaudoise$1.0M1
428LaFleur & Godfrey LLC$1.0M1
429Trail Ridge Investment Advisors, LLC$1.0M1
430Assenagon Asset Management S.A.$1.0M1
431Cove Private Wealth, LLC$1.0M1
432Steward Partners Investment Advisory, LLC$1.0M1
433First National Advisers, LLC$1.0M1
434BEACON INVESTMENT ADVISORY SERVICES, INC.$1.0M1
435Generali Asset Management SPA SGR$996K1
436ASSETMARK, INC$988K1
437CFS Investment Advisory Services, LLC$982K1
438Headlands Technologies LLC$982K1
439Wilmington Savings Fund Society, FSB$978K1
440Sigma Planning Corp$975K1
441Fiduciary Group, LLC$970K1
442NICOLET BANKSHARES INC$958K1
443Encompass More Asset Management$951K1
444Concentric Capital Strategies, LP$950K1
445GC Wealth Management RIA, LLC$940K1
446Dynamic Advisor Solutions LLC$937K1
447BOOTHBAY FUND MANAGEMENT, LLC$925K1
448SBI Okasan Asset Management Co.Ltd.$915K1
449Brooklyn Investment Group$911K1
450Ascent Group, LLC$899K1
451INTECH INVESTMENT MANAGEMENT LLC$898K1
452EADS & HEALD WEALTH MANAGEMENT$891K1
453Vise Technologies, Inc.$872K1
454Portfolio Design Labs, LLC$871K1
455Abacus Planning Group, Inc.$870K1
456IAMS WEALTH MANAGEMENT, LLC$869K1
457NewEdge Advisors, LLC$842K1
458AIA Group Ltd$814K1
459HM PAYSON & CO$798K1
460Meridian Financial Partners LLC$798K1
461Jefferies Financial Group Inc.$792K1
462ASR Vermogensbeheer N.V.$782K1
463Investment Research Partners LLC$781K1
464SAWGRASS ASSET MANAGEMENT LLC$774K1
465ALLIANZ SE$761K1
466Choate Investment Advisors$755K1
467PFG Investments, LLC$752K1
468Blackhawk Capital Partners, LLC$749K1
469Composition Wealth, LLC$739K1
470COLDSTREAM CAPITAL MANAGEMENT INC$737K1
471Newman Dignan & Sheerar, Inc.$726K1
472M&G Plc$724K1
473SAGESPRING WEALTH PARTNERS, LLC$712K1
474DUDLEY & SHANLEY, INC.$708K1
475TrueWealth Advisors, LLC$698K1
476Bull Harbor Capital LLC$690K1
477BALLAST ADVISORS LLC$687K1
478WealthPlan Investment Management, LLC$685K1
479Values First Advisors, Inc.$676K1
480BENJAMIN EDWARDS INC$675K1
481CITIZENS FINANCIAL GROUP INC/RI$674K1
482SIGNATUREFD, LLC$667K1
483Caldwell Trust Co$666K1
484ICW Investment Advisors LLC$660K1
485ARQ WEALTH ADVISORS, LLC$660K1
486Ramsay, Stattman, Vela & Price, Inc.$657K1
487WRIGHT INVESTORS SERVICE INC$651K1
488WEBSTER BANK, N. A.$647K1
489OPPENHEIMER & CO INC$644K1
490Vectors Research Management, LLC$637K1
491Plan A Wealth LLC$633K1
492Frec Markets, Inc.$617K1
493Varenne Capital Partners$616K1
494Karani Asset Management LLC$615K1
495Private Advisor Group, LLC$604K1
496ICICI Prudential Asset Management Co Ltd$603K1
497Allworth Financial LP$600K1
498Turtle Creek Wealth Advisors, LLC$598K1
499Expressive Wealth LLC$595K1
500Krilogy Financial LLC$595K1
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 / 6 sell
Congress net ($ bound)−$124K to −$5.0K
Filers net (actions)not in build
Filers net ($ 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 ROP

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for ROP · financials and macro

Financials — as filed PLANNED

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