Public record / Tickers / RPM

RPM — RPM INTERNATIONAL INC/DE/

Both disclosure regimes on one name: who in Congress filed about RPM, 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
31
all PTR rows naming RPM
Members · 12m
1
5 buys · 1 sells · by trade date
Latest PTR
03-20
filed 2026-03-20
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

Sullivan, Daniel S · $50.0K–$100K

Sale · traded 2020-06-16 → filed 2020-07-14. Ranked over every RPM row by the provable lower bound, never a point estimate.

1 member · 5 buys / 1 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 RPM · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning RPM
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-03-20David J. Taylor R–OH-2PurchaseTraded 03-12 +8d$1K–$15K
2026-03-20David J. Taylor R–OH-2PurchaseTraded 03-11 +9d$1K–$15K
2026-03-06David J. Taylor R–OH-2SaleTraded 02-26 +8d$1K–$15K
2026-02-02David J. Taylor R–OH-2PurchaseTraded 01-29 +4d$1K–$15K
2026-02-02David J. Taylor R–OH-2PurchaseTraded 01-16 +17d$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 31 ↗

Members active in RPM

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing RPM 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.
David J. Taylor R–OH-26−$10.0K to $74.0K2

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

Congress ↔ notable managers · RPM

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

Trimming
1 Bridgewater Associates $5.5M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · Rpm International Inc - US

Merged timeline of congressional filings and notable-manager moves on RPM
DateWhoChangeSize
2026-05-15Tudor Investment Corp 13Fadd+215,689 sh
2026-05-15Gotham Asset Management 13Fadd+37,594 sh
2026-05-15Bridgewater Associates 13Ftrim−31,799 sh

3 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of RPM for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.3B1
2Aristotle Capital Management, LLC$732M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$712M1
4STATE STREET CORP$652M1
5VANGUARD CAPITAL MANAGEMENT LLC$572M1
6MORGAN STANLEY$450M1
7Allspring Global Investments Holdings, LLC$388M1
8VICTORY CAPITAL MANAGEMENT INC$387M1
9DIMENSIONAL FUND ADVISORS LP$129M1
10BANK OF AMERICA CORP /DE/$127M1
11NORTHERN TRUST CORP$124M1
12ALLIANCEBERNSTEIN L.P.$107M1
13MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$96.4M1
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC$89.1M1
15SEI INVESTMENTS CO$84.6M1
16CITADEL ADVISORS LLC$83.4M1
17VANGUARD FIDUCIARY TRUST CO$78.9M1
18UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$70.3M1
19PRINCIPAL FINANCIAL GROUP INC$67.8M1
20VOLORIDGE INVESTMENT MANAGEMENT, LLC$67.0M1
21FIL Ltd$65.5M1
22NORDEA INVESTMENT MANAGEMENT AB$62.9M1
23BALYASNY ASSET MANAGEMENT L.P.$62.6M1
24MILLENNIUM MANAGEMENT LLC$58.7M1
25UBS Group AG$53.6M1
26BAHL & GAYNOR INC$52.6M1
27FIRST TRUST ADVISORS LP$52.1M1
28ROYAL BANK OF CANADA$52.1M1
29PFA Pension, Forsikringsaktieselskab$51.4M1
30WELLS FARGO & COMPANY/MN$48.5M1
31Woodline Partners LP$48.0M1
32AQR CAPITAL MANAGEMENT LLC$47.9M1
33Interval Partners, LP$46.2M1
34RAYMOND JAMES FINANCIAL INC$44.6M1
35MASSACHUSETTS FINANCIAL SERVICES CO /MA/$41.2M1
36Point72 Asset Management, L.P.$38.8M1
37Swiss National Bank$37.4M1
38DEPRINCE RACE & ZOLLO INC$37.3M1
39Legal & General Group Plc$35.5M1
40RHUMBLINE ADVISERS$35.5M1
41D. E. Shaw & Co., Inc.$34.9M1
42ENVESTNET ASSET MANAGEMENT INC$33.2M1
43ADAGE CAPITAL PARTNERS GP, L.L.C.$31.8M1
44Invesco Ltd.$30.2M1
45TWO SIGMA INVESTMENTS, LP$30.1M1
46Nuveen, LLC$29.9M1
47ROYAL LONDON ASSET MANAGEMENT LTD$29.1M1
48FMR LLC$28.3M1
49DEUTSCHE BANK AG\$28.3M1
50Baird Financial Group, Inc.$25.7M1
51TUDOR INVESTMENT CORP ET AL$24.1M1
52ProShare Advisors LLC$23.2M1
53SCOPUS ASSET MANAGEMENT, L.P.$22.9M1
54NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$20.3M1
55Quantinno Capital Management LP$20.3M1
56CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$18.7M1
57CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$18.7M1
58Amundi$18.4M1
59Squarepoint Ops LLC$18.0M1
60BARCLAYS PLC$17.2M1
61FEDERATED HERMES, INC.$16.3M1
62Retirement Systems of Alabama$15.6M1
63Trexquant Investment LP$15.5M1
64FRANKLIN RESOURCES INC$14.4M1
65Mitsubishi UFJ Asset Management Co., Ltd.$13.8M1
66Swiss Life Asset Management Ltd$13.6M1
67Curi Capital, LLC$13.3M1
68Qube Research & Technologies Ltd$12.5M1
69Regents Gate Capital LLP$12.4M1
70LPL Financial LLC$11.8M1
71FIRST MANHATTAN CO. LLC.$11.7M1
72STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$11.7M1
73HighTower Advisors, LLC$11.3M1
74Rockefeller Capital Management L.P.$11.0M1
75GATEWAY INVESTMENT ADVISERS LLC$10.2M1
76HFR Wealth Management, LLC$9.8M1
77Schonfeld Strategic Advisors LLC$9.7M1
78VOYA INVESTMENT MANAGEMENT LLC$9.3M1
79Focus Partners Wealth$9.3M1
80DEARBORN PARTNERS LLC$9.3M1
81Cerity Partners LLC$9.1M1
82INTECH INVESTMENT MANAGEMENT LLC$9.0M1
83MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$8.8M1
84Gotham Asset Management, LLC$8.5M1
85MANUFACTURERS LIFE INSURANCE COMPANY, THE$8.5M1
86Universal- Beteiligungs- und Servicegesellschaft mbH$8.4M1
87Empowered Funds, LLC$8.2M1
88AVIVA PLC$8.1M1
89FIFTH THIRD BANCORP$8.0M1
90Osmosis Investment Management UK Ltd$7.9M1
91COMMERCE BANK$7.8M1
92Tredje AP-fonden$7.6M1
93STATE OF WISCONSIN INVESTMENT BOARD$6.6M1
94Lighthouse Investment Partners, LLC$6.6M1
95VANGUARD ASSET MANAGEMENT, Ltd$6.6M1
96AMERICAN CENTURY COMPANIES INC$6.5M1
97Hudson Bay Capital Management LP$6.5M1
98STIFEL FINANCIAL CORP$6.2M1
99WELCH & FORBES LLC$6.1M1
100CITIGROUP INC$6.0M1
101Andra AP-fonden$6.0M1
102Vanguard Investments Australia, Ltd.$5.9M1
103Creative Planning$5.5M1
104Bridgewater Associates, LP$5.5M1
105Pictet Asset Management Holding SA$5.5M1
106Eurizon Capital SGR S.p.A.$5.3M1
107Mitsubishi UFJ Trust & Banking Corp$5.2M1
108Vanguard Global Advisers, LLC$5.1M1
109STEPHENS INC /AR/$5.1M1
110Atom Investors LP$4.9M1
111Meiji Yasuda Asset Management Co Ltd.$4.9M1
112MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.9M1
113Asset Management One Co., Ltd.$4.9M1
114Brevan Howard Capital Management LP$4.8M1
115Qsemble Capital Management, LP$4.7M1
116Joseph Group Capital Management$4.5M1
117JANE STREET GROUP, LLC$4.5M1
118Alyeska Investment Group, L.P.$4.4M1
119M&T BANK CORP$4.4M1
1201832 Asset Management L.P.$4.3M1
121GUGGENHEIM CAPITAL LLC$4.3M1
122HSBC HOLDINGS PLC$4.3M1
123Lansforsakringar Fondforvaltning AB (publ)$4.2M1
124Beacon Pointe Advisors, LLC$4.2M1
125Verition Fund Management LLC$4.2M1
126Ameritas Investment Partners, Inc.$4.2M1
127NOMURA ASSET MANAGEMENT CO LTD$4.1M1
128Holocene Advisors, LP$3.9M1
129YOUSIF CAPITAL MANAGEMENT, LLC$3.9M1
130Clark & Stuart, Inc$3.8M1
131State of New Jersey Common Pension Fund D$3.8M1
132Game Plan Financial Advisors, LLC$3.8M1
133Mariner, LLC$3.8M1
134Allianz Asset Management GmbH$3.7M1
135FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$3.6M1
136TRUIST FINANCIAL CORP$3.6M1
137Resona Asset Management Co.,Ltd.$3.6M1
138Arizona State Retirement System$3.5M1
139Covea Finance$3.4M1
140Kingsview Wealth Management, LLC$3.3M1
141COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.2M1
142STATE OF MICHIGAN RETIREMENT SYSTEM$3.2M1
143Patriot Financial Group Insurance Agency, LLC$3.2M1
144WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.2M1
145Man Group plc$3.1M1
146WELLINGTON MANAGEMENT GROUP LLP$3.1M1
147IFM Investors Pty Ltd$3.1M1
148OCCUDO QUANTITATIVE STRATEGIES LP$3.0M1
149Cetera Investment Advisers$3.0M1
150RBF Capital, LLC$3.0M1
151COMMONWEALTH EQUITY SERVICES, LLC$3.0M1
152JOHNSON INVESTMENT COUNSEL INC$2.9M1
153Y-Intercept (Hong Kong) Ltd$2.9M1
154NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.9M1
155ANCHOR CAPITAL ADVISORS LLC$2.8M1
156OMERS ADMINISTRATION Corp$2.8M1
157Zurcher Kantonalbank (Zurich Cantonalbank)$2.8M1
158BANK OF MONTREAL /CAN/$2.8M1
159Henshaw Capital LLC$2.7M1
160&PARTNERS$2.7M1
161MERCER GLOBAL ADVISORS INC /ADV$2.7M1
162SEB Asset Management AB$2.7M1
163BUCKHEAD CAPITAL MANAGEMENT LLC$2.7M1
164ABN AMRO INVESTMENT SOLUTIONS$2.7M1
165Illinois Municipal Retirement Fund$2.7M1
166WealthPlan Investment Management, LLC$2.6M1
167OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.6M1
168Federation des caisses Desjardins du Quebec$2.6M1
169BNP Paribas Asset Management Holding S.A.$2.5M1
170US BANCORP \DE\$2.5M1
171XPONANCE LLC$2.5M1
172OSAIC HOLDINGS, INC.$2.5M1
173Ethic Inc.$2.4M1
174FIRST NATIONAL BANK OF OMAHA$2.4M1
175Corient Private Wealth LLC$2.3M1
176Carmel Capital Partners, LLC$2.3M1
177Pinnacle Financial Partners, Inc.$2.3M1
178MCDONALD PARTNERS LLC$2.3M1
179Carnegie Investment Counsel$2.3M1
180Evercore Wealth Management, LLC$2.3M1
181NAPLES GLOBAL ADVISORS, LLC$2.2M1
182Walleye Capital LLC$2.2M1
183Venture Visionary Partners LLC$2.1M1
184Kestra Advisory Services, LLC$2.1M1
185Utah Retirement Systems$2.1M1
186Pathstone Holdings, LLC$2.0M1
187MITCHELL SINKLER & STARR/PA$2.0M1
188National Pension Service$2.0M1
189Korea Investment CORP$2.0M1
190Neo Ivy Capital Management$2.0M1
191SeaBridge Investment Advisors LLC$2.0M1
192CWM, LLC$1.9M1
193GUYASUTA INVESTMENT ADVISORS INC$1.8M1
194Ensign Peak Advisors, Inc$1.8M1
195BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.8M1
196Orion Porfolio Solutions, LLC$1.8M1
197UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.7M1
198BLAIR WILLIAM & CO/IL$1.7M1
199Vestmark Advisory Solutions, Inc.$1.7M1
200MAI Capital Management$1.7M1
201TORONTO DOMINION BANK$1.7M1
202Gradient Investments LLC$1.6M1
203WealthPLAN Partners, LLC$1.6M1
204NISSAY ASSET MANAGEMENT CORP /JAPAN$1.6M1
205Daiwa Securities Group Inc.$1.6M1
206NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.6M1
207Security National Bank$1.6M1
208PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$1.5M1
209Annex Advisory Services, LLC$1.5M1
210Hummer Financial Advisory Services Inc$1.5M1
211HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.4M1
212FIRST CITIZENS BANK & TRUST CO$1.4M1
213D.A. DAVIDSON & CO.$1.4M1
214TWINBEECH CAPITAL LP$1.4M1
215O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.4M1
216Sanctuary Advisors, LLC$1.4M1
217OP Asset Management Ltd$1.4M1
218Zurich Insurance Group Ltd/FI$1.4M1
219Geneos Wealth Management Inc.$1.4M1
220Envestnet Portfolio Solutions, Inc.$1.4M1
221Snowden Capital Advisors LLC$1.4M1
222Sumitomo Mitsui DS Asset Management Company, Ltd$1.3M1
223MGO ONE SEVEN LLC$1.3M1
224Sequoia Financial Advisors, LLC$1.3M1
225QRG CAPITAL MANAGEMENT, INC.$1.3M1
226Summit Trail Advisors, LLC$1.3M1
227WOLVERINE ASSET MANAGEMENT LLC$1.2M1
228Western Wealth Management, LLC$1.2M1
229Engineers Gate Manager LP$1.2M1
230SummitTX Capital, L.P.$1.2M1
231Foguth Wealth Management, LLC.$1.2M1
232Silver Lake Advisory, LLC$1.2M1
233NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.2M1
234Investment Management Corp of Ontario$1.2M1
235KEYBANK NATIONAL ASSOCIATION/OH$1.2M1
236SCHRODER INVESTMENT MANAGEMENT GROUP$1.2M1
23717 CAPITAL PARTNERS, LLC$1.2M1
238Atria Investments, Inc$1.2M1
239Bank Julius Baer & Co. Ltd, Zurich$1.1M1
240Callan Family Office, LLC$1.1M1
241TD ASSET MANAGEMENT INC$1.1M1
242Vanguard Personalized Indexing Management, LLC$1.1M1
243Voleon Capital Management LP$1.1M1
244ASR Vermogensbeheer N.V.$1.1M1
245Wilmington Savings Fund Society, FSB$1.1M1
246BROWN ADVISORY INC$1.1M1
247OPPENHEIMER ASSET MANAGEMENT INC.$1.0M1
248MACQUARIE GROUP LTD$1.0M1
249XTX Topco Ltd$1.0M1
250MML INVESTORS SERVICES, LLC$1.0M1
251DAYMARK WEALTH PARTNERS, LLC$1000K1
252Whitaker-Myers Wealth Managers, LTD.$991K1
253Crossmark Global Holdings, Inc.$972K1
254CIBC Bancorp USA Inc.$967K1
255Inspire Investing, LLC$957K1
256ELEVATION POINT WEALTH PARTNERS, LLC$956K1
257SECURIAN ASSET MANAGEMENT, INC$939K1
258Clearstead Advisors, LLC$928K1
259EP Wealth Advisors, LLC$924K1
260WORLDQUANT MILLENNIUM ADVISORS LLC$900K1
261Janus Henderson Group Ltd.$897K1
262First National Advisers, LLC$874K1
263Sepio Capital, LP$859K1
264Tidal Investments LLC$827K1
265OmniStar Financial Group, Inc.$825K1
266Chicago Partners Investment Group LLC$816K1
267Banque Transatlantique SA$804K1
268Ellis Investment Partners, LLC$799K1
269Radnor Capital Management, LLC$788K1
270Knollwood Investment Advisory, LLC$786K1
271DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$783K1
272Town & Country Bank & Trust CO dba First Bankers Trust CO$780K1
273PRUDENTIAL FINANCIAL INC$759K1
274MARCO INVESTMENT MANAGEMENT LLC$754K1
275QUADRANT CAPITAL GROUP LLC$752K1
276MACKENZIE FINANCIAL CORP$745K1
277Probity Advisors, Inc.$723K1
278COLDSTREAM CAPITAL MANAGEMENT INC$702K1
279AustralianSuper Pty Ltd$700K1
280CMH Wealth Management LLC$688K1
281Lido Advisors, LLC$683K1
282Inscription Capital, LLC$671K1
283Badgley Phelps Wealth Managers, LLC$667K1
284Dai-ichi Life Insurance Company, Ltd$663K1
285CREDIT AGRICOLE S A$642K1
286BANK OF NOVA SCOTIA$638K1
287Assenagon Asset Management S.A.$636K1
288111 Capital$635K1
289NewEdge Advisors, LLC$630K1
290Maryland State Retirement & Pension System$630K1
291Wealthspire Advisors, LLC$630K1
292Penobscot Investment Management Company, Inc.$626K1
293SYM FINANCIAL Corp$621K1
294CIBC Asset Management Inc$612K1
295HB Wealth Management, LLC$610K1
296Haverford Trust Co$600K1
297Mraz, Amerine & Associates, Inc.$596K1
298OneDigital Investment Advisors LLC$592K1
299MQS Management LLC$590K1
300NewEdge Wealth, LLC$588K1
301Brooklyn Investment Group$583K1
302BEESE FULMER INVESTMENT MANAGEMENT, INC.$580K1
303NATIONAL BANK OF CANADA /FI/$576K1
304GRIFFIN ASSET MANAGEMENT, INC.$572K1
305Allred Capital Management, LLC$546K1
306Bangor Savings Bank$532K1
307BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$522K1
308BURNEY CO/$521K1
309ARCADIA INVESTMENT MANAGEMENT CORP/MI$510K1
310TOKIO MARINE ASSET MANAGEMENT CO LTD$509K1
311PRUDENTIAL PLC$506K1
312Dakota Wealth Management$504K1
313Composition Wealth, LLC$498K1
314Magnetar Financial LLC$496K1
315Savant Capital, LLC$493K1
316Merit Financial Group, LLC$470K1
317TECTONIC ADVISORS LLC$469K1
318Steward Partners Investment Advisory, LLC$467K1
319CAPSTONE INVESTMENT ADVISORS, LLC$463K1
320BENJAMIN EDWARDS INC$458K1
321FIRST COMMONWEALTH FINANCIAL CORP /PA/$455K1
322ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$442K1
323Ausdal Financial Partners, Inc.$440K1
324Concentric Capital Strategies, LP$432K1
325NATIXIS$428K1
326Truepoint, Inc.$419K1
327SHELTON CAPITAL MANAGEMENT$413K1
328Marble Harbor Investment Counsel, LLC$413K1
329Ipswich Investment Management Co., Inc.$413K1
330FIDUCIARY TRUST CO$411K1
331REGIONS FINANCIAL CORP$408K1
332Procyon Advisors, LLC$405K1
333Certified Advisory Corp$402K1
334AE Wealth Management LLC$399K1
335Tower Research Capital LLC (TRC)$391K1
336Advisory Alpha, LLC$389K1
337Stratos Wealth Partners, LTD.$388K1
338FRG Family Wealth Advisors LLC$388K1
339Waverly Advisors, LLC$382K1
340North Dakota State Investment Board$369K1
341AXQ CAPITAL, LP$367K1
342TWO SIGMA SECURITIES, LLC$365K1
343Blossom Wealth Management$360K1
344Meeder Advisory Services, Inc.$343K1
345CI INVESTMENTS INC.$343K1
346FSM Wealth Advisors, LLC$340K1
347Destination Wealth Management$339K1
348Astoria Portfolio Advisors LLC.$334K1
349Aster Capital Management (DIFC) Ltd$334K1
350Coastline Trust Co$331K1
351Hardin Capital Partners, LLC$331K1
352Concurrent Investment Advisors, LLC$330K1
353Modera Wealth Management, LLC$325K1
354Aaron Wealth Advisors LLC$321K1
355HM PAYSON & CO$321K1
356Vise Technologies, Inc.$320K1
357BSW Wealth Partners$317K1
358HUB Investment Partners, LLC$314K1
359Third View Private Wealth, LLC$312K1
360MIRABELLA FINANCIAL SERVICES LLP$311K1
361Phillips Wealth Planners LLC$310K1
362EagleClaw Capital Managment, LLC$298K1
363Breakwater Capital Group$298K1
364RMR Wealth Builders$298K1
365NorthCrest Asset Manangement, LLC$298K1
366Avantax Planning Partners, Inc.$297K1
367GC Wealth Management RIA, LLC$292K1
3683Chopt Investment Partners, LLC$291K1
369KIRTLAND HILLS CAPITAL MANAGEMENT, LLC$291K1
370WEALTH ALLIANCE, LLC$290K1
371DAVENPORT & Co LLC$289K1
372PERSONAL CFO SOLUTIONS, LLC$289K1
373Summit Financial, LLC$285K1
374Vident Advisory, LLC$280K1
375Dynamic Technology Lab Private Ltd$278K1
376KMG FIDUCIARY PARTNERS, LLC$278K1
377Empower Advisory Group, LLC$277K1
378Vivaldi Capital Management LP$272K1
379GREAT VALLEY ADVISOR GROUP, INC.$272K1
380Allworth Financial LP$270K1
381Widmann Financial Services, Inc.$268K1
382PROFUND ADVISORS LLC$267K1
383Polymer Capital Management (US) LLC$266K1
384Joel Isaacson & Co., LLC$264K1
385TOWNSQUARE CAPITAL LLC$261K1
386SUSQUEHANNA INTERNATIONAL GROUP, LLP$260K1
387Clark Capital Management Group, Inc.$259K1
388Miller Capital Partners, Inc.$259K1
389WINTON GROUP Ltd$249K1
390XML Financial, LLC$249K1
391CIBC WORLD MARKET INC.$247K1
392PINNACLE ASSOCIATES LTD$241K1
393HTG Investment Advisors, Inc.$241K1
394Cadent Capital Advisors, LLC$238K1
395DAGCO, INC.$236K1
396SeaCrest Wealth Management, LLC$231K1
397Kohmann Bosshard Financial Services, LLC$231K1
398INVESTMENT HOUSE LLC$226K1
399Argyle Capital Partners, LLC$225K1
400EXCHANGE TRADED CONCEPTS, LLC$224K1
401C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$223K1
402Ridgewood Investments LLC$223K1
403CFS Investment Advisory Services, LLC$223K1
404UniSuper Management Pty Ltd$219K1
405Integrated Advisors Network LLC$217K1
406Numerai GP LLC$216K1
407Brookstone Capital Management$214K1
408Choate Investment Advisors$212K1
409PANAGORA ASSET MANAGEMENT INC$211K1
410Prasad Wealth Partners, LLC$210K1
411Storgate, LLC$210K1
412Independent Advisor Alliance$209K1
413Blueshift Asset Management, LLC$209K1
414FLPUTNAM INVESTMENT MANAGEMENT CO$209K1
415CITIZENS FINANCIAL GROUP INC/RI$202K1
416FOUNDATIONS INVESTMENT ADVISORS, LLC$202K1
417Reliant Investment Partners, LLC$201K1
418ICW Investment Advisors LLC$201K1
419Charter Capital Management, LLC\DE$201K1
420DUNCKER STREETT & CO INC$189K1
421CHILTON CAPITAL MANAGEMENT LLC$188K1
422First Eagle Investment Management, LLC$176K1
423Siemens Fonds Invest GmbH$175K1
424Community Financial Services Group, LLC$164K1
425TFC Financial Management, Inc.$154K1
426STOREBRAND ASSET MANAGEMENT AS$152K1
427Larson Financial Group LLC$147K1
428UMB Bank, n.a.$138K1
429Pinnacle Wealth Planning Services, Inc.$114K1
430Granite FO LLC$102K1
431Spire Wealth Management$99.4K1
432Annis Gardner Whiting Capital Advisors, LLC$96.8K1
433Mirae Asset Global Investments Co., Ltd.$95.9K1
434Smartleaf Asset Management LLC$93.3K1
435Westerkirk Capital Inc.$89.5K1
436MATHER GROUP, LLC.$85.1K1
437SIGNATUREFD, LLC$84.8K1
438Beacon Financial Strategies CORP$82.7K1
439JONES FINANCIAL COMPANIES LLLP$81.7K1
440N.E.W. Advisory Services LLC$79.5K1
441DiNuzzo Private Wealth, Inc.$77.5K1
442Arax Advisory Partners$68.0K1
443Destiny Wealth Partners, LLC$61.7K1
444CASTLEARK MANAGEMENT LLC$57.7K1
445True Wealth Design, LLC$51.5K1
446Transamerica Financial Advisors, LLC$50.1K1
447FINANCIAL CONSULATE, INC$49.7K1
448ASSETMARK, INC$48.2K1
449Measured Wealth Private Client Group, LLC$40.2K1
450ARMSTRONG ADVISORY GROUP, INC$40.1K1
451SALEM INVESTMENT COUNSELORS INC$39.8K1
452MCF Advisors LLC$37.2K1
453Clarity Asset Management, Inc.$30.7K1
454Parkside Financial Bank & Trust$30.3K1
455Costello Asset Management, INC$29.8K1
456SITTNER & NELSON, LLC$29.8K1
457Trifecta Capital Advisors, LLC$29.8K1
458Midwest Capital Advisors, LLC$24.9K1
459TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$24.9K1
460TD Waterhouse Canada Inc.$23.8K1
461RMG Wealth Management LLC$22.4K1
462Atlantic Union Bankshares Corp$19.9K1
463CENTRAL TRUST Co$19.7K1
464Asset Dedication, LLC$18.7K1
465Frazier Financial Advisors, LLC$18.6K1
4661 NORTH WEALTH SERVICES LLC$17.4K1
467Financial Perspectives, Inc$16.4K1
468Blue Trust, Inc.$15.4K1
469ATWOOD & PALMER INC$14.9K1
470SPEECE THORSON CAPITAL GROUP INC$14.4K1
471SJS Investment Consulting Inc.$13.8K1
472MEEDER ASSET MANAGEMENT INC$12.5K1
473BARTLETT & CO. WEALTH MANAGEMENT LLC$12.1K1
474ACADIAN ASSET MANAGEMENT LLC$10.6K1
475CANADA LIFE ASSURANCE Co$10.1K1
476JPL Wealth Management, LLC$9.9K1
477NBT BANK, N.A.$8.8K1
478Private Wealth Management Group, LLC$8.8K1
479Keating Financial Advisory Services, Inc.$7.7K1
480MONTAG A & ASSOCIATES INC$6.6K1
481Activest Wealth Management$6.4K1
482JFS WEALTH ADVISORS, LLC$6.3K1
483CNB Bank$6.0K1
484Glen Eagle Advisors, LLC$5.6K1
485ALBION FINANCIAL GROUP /UT$5.5K1
486ENTRUST FINANCIAL LLC$5.5K1
487Treasurer of the State of North Carolina$5.4K1
488CVA Family Office, LLC$5.4K1
489Mn Services Vermogensbeheer B.V.$5.1K1
490Prestige Wealth Management Group LLC$5.1K1
491Kemnay Advisory Services Inc.$5.1K1
492HRT FINANCIAL LP$4.9K1
493ALERUS FINANCIAL NA$4.6K1
494INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$4.4K1
495Signature Equity Partners, LLC$4.2K1
496NATIXIS ADVISORS, LLC$4.2K1
497Bell Investment Advisors, Inc$4.0K1
498South Dakota Investment Council$4.0K1
499Ilmarinen Mutual Pension Insurance Co$3.9K1
500ELEVATION WEALTH PARTNERS, LLC$3.9K1
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)5 buy / 1 sell
Congress net ($ bound)−$10.0K to $74.0K
Filers net (actions)not in build
Filers net ($ 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 RPM

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for RPM · financials and macro

Financials — as filed PLANNED

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