Public record / Tickers / RRX

RRX — REGAL REXNORD CORP

Both disclosure regimes on one name: who in Congress filed about RRX, 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
2
all PTR rows naming RRX
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
10-10
filed 2025-10-10
13F holders
491
top-491 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

Val T. Hoyle · $1.0K–$15.0K

Sale · traded 2025-09-23 → filed 2025-10-10. Ranked over every RRX row by the provable lower bound, never a point estimate.

1 member · 0 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.

1 row 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

2 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. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING RRX · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning RRX
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-10Val T. Hoyle D–OR-4Sale · SP (spouse-owned)Traded 09-23 +17d$1K–$15K
2025-09-12Val T. Hoyle D–OR-4Purchase · SP (spouse-owned)Traded 2024-10-29 LATE·318d$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 2 ↗

Members active in RRX

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing RRX 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.
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

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

Congress ↔ notable managers · RRX

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 Bridgewater Associates $683K held

new + add vs trim + exit, by shares · $ = reported value now, not the change · REGAL REXNORD CORPORATION

Merged timeline of congressional filings and notable-manager moves on RRX
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Fnew+3,649 sh
2026-05-15Viking Global Investors 13Ftrim−81,089 sh
2026-05-15Gotham Asset Management 13Ftrim−9,604 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

Top institutional holders of RRX for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.1B1
2FMR LLC$880M1
3VICTORY CAPITAL MANAGEMENT INC$782M1
4VIKING GLOBAL INVESTORS LP$589M1
5VANGUARD CAPITAL MANAGEMENT LLC$559M1
6VANGUARD PORTFOLIO MANAGEMENT LLC$530M1
7DIMENSIONAL FUND ADVISORS LP$418M1
8STATE STREET CORP$379M1
9Invesco Ltd.$351M1
10Bank of New York Mellon Corp$344M1
11WELLINGTON MANAGEMENT GROUP LLP$275M1
12GEODE CAPITAL MANAGEMENT, LLC$244M1
13DIAMOND HILL CAPITAL MANAGEMENT INC$242M1
14Nuveen, LLC$241M1
15FRANKLIN RESOURCES INC$229M1
16NORDEA INVESTMENT MANAGEMENT AB$215M1
17MANUFACTURERS LIFE INSURANCE COMPANY, THE$205M1
18MILLENNIUM MANAGEMENT LLC$170M1
19WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$157M1
20UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$137M1
21Point72 Asset Management, L.P.$128M1
22WESTFIELD CAPITAL MANAGEMENT CO LP$128M1
23MORGAN STANLEY$116M1
24NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$116M1
25D. E. Shaw & Co., Inc.$111M1
26BALYASNY ASSET MANAGEMENT L.P.$110M1
27NORTHERN TRUST CORP$107M1
28Robeco Schweiz AG$107M1
29UBS Group AG$102M1
30ALLIANCEBERNSTEIN L.P.$95.5M1
31Fisher Asset Management, LLC$91.8M1
32MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$91.7M1
33Clearbridge Investments, LLC$89.6M1
34CHARLES SCHWAB INVESTMENT MANAGEMENT INC$89.4M1
35AMERICAN CENTURY COMPANIES INC$81.8M1
36BARROW HANLEY MEWHINNEY & STRAUSS LLC$78.3M1
37VANGUARD FIDUCIARY TRUST CO$77.3M1
38BANK OF AMERICA CORP /DE/$74.4M1
39EARNEST PARTNERS LLC$70.1M1
40JENNISON ASSOCIATES LLC$68.0M1
41Allspring Global Investments Holdings, LLC$67.3M1
42AMERIPRISE FINANCIAL INC$52.0M1
43Vontobel Holding Ltd.$47.6M1
44CRAMER ROSENTHAL MCGLYNN LLC$46.6M1
45Gotham Asset Management, LLC$45.6M1
46SCHRODER INVESTMENT MANAGEMENT GROUP$45.2M1
47Forest Avenue Capital Management LP$44.8M1
48Freestone Grove Partners LP$44.3M1
49Boston Partners$41.8M1
50WELLS FARGO & COMPANY/MN$41.1M1
51Leeward Investments, LLC - MA$41.1M1
52FRONTIER CAPITAL MANAGEMENT CO LLC$40.8M1
53CITADEL ADVISORS LLC$37.6M1
54ADAGE CAPITAL PARTNERS GP, L.L.C.$37.4M1
55COMMERCE BANK$36.4M1
56SYSTEMATIC FINANCIAL MANAGEMENT LP$36.3M1
57Alyeska Investment Group, L.P.$35.2M1
58Daiwa Securities Group Inc.$34.1M1
59RHUMBLINE ADVISERS$33.3M1
60Allianz Asset Management GmbH$32.7M1
61Ceredex Value Advisors LLC$32.7M1
62CITIGROUP INC$30.9M1
63ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$28.9M1
64Retirement Systems of Alabama$28.9M1
65NEW YORK STATE COMMON RETIREMENT FUND$28.6M1
66SEI INVESTMENTS CO$28.1M1
67PRINCIPAL FINANCIAL GROUP INC$27.7M1
68CIBC Bancorp USA Inc.$26.0M1
69Stanley Capital Management, LLC$25.0M1
70JANE STREET GROUP, LLC$24.6M1
71Janus Henderson Group Ltd.$23.9M1
72Woodline Partners LP$23.8M1
73CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$23.6M1
74BRIGHTLINE CAPITAL MANAGEMENT, LLC$23.4M1
75Swiss National Bank$23.4M1
76RAYMOND JAMES FINANCIAL INC$22.9M1
77ENVESTNET ASSET MANAGEMENT INC$22.1M1
78Albar Capital Partners LLP$22.0M1
79AustralianSuper Pty Ltd$20.6M1
80Mediolanum International Funds Ltd$20.3M1
81BNP Paribas Asset Management Holding S.A.$20.3M1
82WCM INVESTMENT MANAGEMENT, LLC$19.6M1
83Invenomic Capital Management LP$18.2M1
84Amundi$17.6M1
85Legal & General Group Plc$16.3M1
86SUSQUEHANNA INTERNATIONAL GROUP, LLP$16.2M1
87LEVIN CAPITAL STRATEGIES, L.P.$15.3M1
88SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$15.0M1
89ArrowMark Colorado Holdings LLC$14.5M1
90Jain Global LLC$14.4M1
91Granite Investment Partners, LLC$14.3M1
92AIGH Capital Management LLC$14.0M1
93ROYAL BANK OF CANADA$13.5M1
94STATE OF WISCONSIN INVESTMENT BOARD$13.2M1
95Quantinno Capital Management LP$12.2M1
96Robeco Institutional Asset Management B.V.$12.2M1
97FIRST TRUST ADVISORS LP$11.8M1
98BARCLAYS PLC$11.3M1
99Bastion Asset Management Inc.$11.1M1
100BANK OF MONTREAL /CAN/$11.0M1
101Aperture Investors, LLC$11.0M1
102STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$10.6M1
103Waratah Capital Advisors Ltd.$10.3M1
104Portolan Capital Management, LLC$10.1M1
105MetLife Investment Management, LLC$9.9M1
106VANGUARD ASSET MANAGEMENT, Ltd$9.2M1
107Aventail Capital Group, LP$9.0M1
108LAZARD ASSET MANAGEMENT LLC$8.7M1
109XTX Topco Ltd$8.6M1
110PEREGRINE CAPITAL MANAGEMENT LLC$8.6M1
111AQR CAPITAL MANAGEMENT LLC$8.6M1
112HighTower Advisors, LLC$8.6M1
113FIFTH THIRD BANCORP$8.3M1
114SCOPIA CAPITAL MANAGEMENT LP$8.1M1
115CANADA PENSION PLAN INVESTMENT BOARD$7.8M1
116Private Capital Advisors, Inc.$7.6M1
117Walleye Capital LLC$7.5M1
118Taproot Management LP$7.4M1
119B. Metzler seel. Sohn & Co. AG$7.2M1
120Channing Capital Management, LLC$7.2M1
121Roubaix Capital, LLC$7.1M1
122VOYA INVESTMENT MANAGEMENT LLC$6.8M1
123Calamos Advisors LLC$6.6M1
124STIFEL FINANCIAL CORP$6.4M1
125LPL Financial LLC$6.1M1
126BRANT POINT INVESTMENT MANAGEMENT LLC$5.4M1
127Vanguard Global Advisers, LLC$5.3M1
128Man Group plc$5.2M1
129PEAK6 LLC$5.1M1
130Pathstone Holdings, LLC$4.8M1
131KENNEDY CAPITAL MANAGEMENT LLC$4.8M1
132MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.8M1
133Hudson Bay Capital Management LP$4.7M1
134PRUDENTIAL FINANCIAL INC$4.7M1
135OPPENHEIMER & CO INC$4.6M1
136SEGALL BRYANT & HAMILL, LLC$4.6M1
137THOMPSON INVESTMENT MANAGEMENT, INC.$4.6M1
138Aquatic Capital Management LLC$4.5M1
139Zurcher Kantonalbank (Zurich Cantonalbank)$4.4M1
140NISSAY ASSET MANAGEMENT CORP /JAPAN$4.4M1
141State of New Jersey Common Pension Fund D$4.1M1
142Polar Asset Management Partners Inc.$4.0M1
143OPPENHEIMER ASSET MANAGEMENT INC.$3.9M1
144Grantham, Mayo, Van Otterloo & Co. LLC$3.8M1
145INTECH INVESTMENT MANAGEMENT LLC$3.7M1
146CASTLEARK MANAGEMENT LLC$3.6M1
147PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$3.6M1
148Universal- Beteiligungs- und Servicegesellschaft mbH$3.5M1
149Federation des caisses Desjardins du Quebec$3.3M1
150Arizona State Retirement System$3.2M1
151Creative Planning$3.2M1
152COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.1M1
153Westhampton Capital, LLC$3.0M1
154Sagefield Capital LP$3.0M1
155STATE OF MICHIGAN RETIREMENT SYSTEM$3.0M1
156Krane Funds Advisors LLC$3.0M1
157Vanguard Investments Australia, Ltd.$2.9M1
158Kestra Advisory Services, LLC$2.9M1
159Y-Intercept (Hong Kong) Ltd$2.9M1
160NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.8M1
161DEUTSCHE BANK AG\$2.7M1
162Baird Financial Group, Inc.$2.6M1
163KLP KAPITALFORVALTNING AS$2.6M1
164OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.5M1
165Orion Porfolio Solutions, LLC$2.4M1
166Vestmark Advisory Solutions, Inc.$2.3M1
167MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$2.3M1
168Ameritas Investment Partners, Inc.$2.3M1
169Kerrisdale Advisers, LLC$2.3M1
170PARADIGM CAPITAL MANAGEMENT INC/NY$2.3M1
171BOOTHBAY FUND MANAGEMENT, LLC$2.2M1
172Mizuho Markets Cayman LP$2.1M1
173IMC-Chicago, LLC$2.0M1
174Utah Retirement Systems$2.0M1
175LECAP ASSET MANAGEMENT LTD$2.0M1
176Pictet Asset Management Holding SA$1.9M1
177BDF-GESTION$1.9M1
178Cetera Investment Advisers$1.8M1
179NATIXIS$1.8M1
180TEACHER RETIREMENT SYSTEM OF TEXAS$1.7M1
181NISA INVESTMENT ADVISORS, LLC$1.7M1
182TD Waterhouse Canada Inc.$1.7M1
183TD ASSET MANAGEMENT INC$1.6M1
184Vanguard Personalized Indexing Management, LLC$1.6M1
185&PARTNERS$1.6M1
186Auxano Advisors, LLC$1.6M1
187Sterling Capital Management LLC$1.6M1
188XPONANCE LLC$1.5M1
189MAVERICK CAPITAL LTD$1.4M1
190Atria Investments, Inc$1.4M1
191ALPS ADVISORS INC$1.3M1
192Concentric Capital Strategies, LP$1.3M1
193Summit Trail Advisors, LLC$1.3M1
194O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.3M1
195SIG BROKERAGE, LP$1.3M1
196Verition Fund Management LLC$1.3M1
197FOX RUN MANAGEMENT, L.L.C.$1.2M1
198ADVISORY RESEARCH INC$1.1M1
199FEDERATED HERMES, INC.$1.1M1
200Envestnet Portfolio Solutions, Inc.$1.1M1
201FORA Capital, LLC$1.1M1
202Mitsubishi UFJ Trust & Banking Corp$1.1M1
203QUADRANT CAPITAL GROUP LLC$1.0M1
204First Eagle Investment Management, LLC$1.0M1
205EDENTREE ASSET MANAGEMENT Ltd$1.0M1
206FIRST CITIZENS BANK & TRUST CO$1.0M1
207COMMONWEALTH EQUITY SERVICES, LLC$951K1
208Summit Place Financial Advisors, LLC$948K1
209GREENLEAF TRUST$943K1
210RBF Capital, LLC$936K1
211SECURIAN ASSET MANAGEMENT, INC$924K1
212Inspire Investing, LLC$917K1
213BLAIR WILLIAM & CO/IL$891K1
214HUDSON EDGE INVESTMENT PARTNERS INC.$869K1
215M&T BANK CORP$846K1
216HSBC HOLDINGS PLC$831K1
217EntryPoint Capital, LLC$827K1
218WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$819K1
219Uncommon Cents Investing LLC$809K1
220SIH Partners, LLLP$809K1
221MOODY NATIONAL BANK TRUST DIVISION$796K1
222HENGEHOLD CAPITAL MANAGEMENT LLC$796K1
223Moors & Cabot, Inc.$788K1
224Pinnacle Financial Partners, Inc.$779K1
225Cerity Partners LLC$775K1
226Swiss Life Asset Management Ltd$751K1
227Knights of Columbus Asset Advisors LLC$745K1
228Connor, Clark & Lunn Investment Management Ltd.$742K1
229Eurizon Capital SGR S.p.A.$711K1
230Empire Life Investments Inc.$706K1
231Prospera Financial Services Inc$704K1
232Tower Research Capital LLC (TRC)$700K1
233Bridgewater Associates, LP$683K1
234US BANCORP \DE\$683K1
235Crossmark Global Holdings, Inc.$678K1
236OAK RIDGE INVESTMENTS LLC$673K1
237Parallax Volatility Advisers, L.P.$672K1
238Corient Private Wealth LLC$646K1
239DnB Asset Management AS$640K1
240Quadrature Capital Ltd$640K1
241Central Pacific Bank - Trust Division$630K1
242Institute for Wealth Management, LLC.$619K1
243Ensign Peak Advisors, Inc$596K1
244UNITED CAPITAL FINANCIAL ADVISORS, LLC$585K1
245Private Advisor Group, LLC$583K1
246STEPH & CO$582K1
247Qsemble Capital Management, LP$581K1
248Maryland State Retirement & Pension System$581K1
249AIGEN INVESTMENT MANAGEMENT, LP$578K1
250TECTONIC ADVISORS LLC$564K1
251EVERGREEN CAPITAL MANAGEMENT LLC$559K1
252MASSACHUSETTS FINANCIAL SERVICES CO /MA/$557K1
253RITHOLTZ WEALTH MANAGEMENT$549K1
254MML INVESTORS SERVICES, LLC$542K1
255OSAIC HOLDINGS, INC.$535K1
256Performance Wealth Partners, LLC$521K1
257MERCER GLOBAL ADVISORS INC /ADV$515K1
258Savant Capital, LLC$503K1
259ProShare Advisors LLC$499K1
260ASSOCIATED BANC-CORP$497K1
261SEEDS INVESTOR LLC$488K1
262AIA Group Ltd$481K1
263Ethic Inc.$474K1
264Whalen Wealth Management Inc.$461K1
265Wealthspire Advisors, LLC$447K1
266Kovack Advisors, Inc.$432K1
267Banque Transatlantique SA$431K1
268Leeward Financial Partners, LLC$428K1
269LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$417K1
270NEW YORK LIFE INVESTMENT MANAGEMENT LLC$416K1
271SHELTON CAPITAL MANAGEMENT$415K1
272Rockefeller Capital Management L.P.$409K1
273CIBC Asset Management Inc$395K1
274TORONTO DOMINION BANK$392K1
275EP Wealth Advisors, LLC$391K1
276Sanctuary Advisors, LLC$380K1
277COLDSTREAM CAPITAL MANAGEMENT INC$379K1
278Keebeck Wealth Management$375K1
279Tidal Investments LLC$370K1
280Graham Capital Management, L.P.$364K1
281North Dakota State Investment Board$362K1
282Sequoia Financial Advisors, LLC$360K1
283Advisors Asset Management, Inc.$359K1
284Merit Financial Group, LLC$352K1
285Malaga Cove Capital, LLC$346K1
286Ballentine Partners, LLC$343K1
287Compound Planning, Inc.$340K1
288WINTON GROUP Ltd$339K1
289REGIONS FINANCIAL CORP$335K1
290CM WEALTH ADVISORS LLC$331K1
291OpenArc Corporate Advisory, LLC$330K1
292Permanent Capital Management, LP$320K1
293Avior Wealth Management, LLC$317K1
294Ifrah Financial Services, Inc.$313K1
295Linden Thomas Advisory Services, LLC$312K1
296BEACON INVESTMENT ADVISORS LLC$310K1
297TWO SIGMA SECURITIES, LLC$299K1
298CHOREO, LLC$297K1
299Meiji Yasuda Asset Management Co Ltd.$287K1
300Blue Trust, Inc.$286K1
301EXCHANGE TRADED CONCEPTS, LLC$283K1
302TRUIST FINANCIAL CORP$282K1
303Aristotle Atlantic Partners, LLC$281K1
304Diametric Capital, LP$279K1
305OneDigital Investment Advisors LLC$272K1
306STEPHENS INC /AR/$272K1
307CenterBook Partners LP$270K1
308Private Advisory Group LLC$270K1
309INFRASTRUCTURE CAPITAL ADVISORS, LLC$270K1
310Vident Advisory, LLC$258K1
311Integrated Advisors Network LLC$257K1
312State of Wyoming$257K1
313Murphy & Mullick Capital Management Corp$256K1
314Corient IA LLC$251K1
315Headlands Technologies LLC$248K1
316Resonant Capital Advisors, LLC$247K1
317SIMPLEX TRADING, LLC$232K1
318Kera Capital Partners, Inc.$231K1
319VISTA CAPITAL PARTNERS, INC.$231K1
320SteelPeak Wealth, LLC$230K1
321Silver Grove Financial Group, Inc.$230K1
322PROFUND ADVISORS LLC$226K1
323Brevan Howard Capital Management LP$216K1
324CWM, LLC$213K1
325Walleye Trading LLC$213K1
326Smartleaf Asset Management LLC$213K1
327HB Wealth Management, LLC$211K1
328SIGNATUREFD, LLC$205K1
329WEXFORD CAPITAL LP$202K1
330Sagewood Asset Management LP$202K1
331UMB Bank, n.a.$184K1
332Hilltop National Bank$176K1
333Larson Financial Group LLC$172K1
334Addison Advisors LLC$141K1
335GROUP ONE TRADING LLC$136K1
336Dixon Mitchell Investment Counsel Inc.$131K1
337MATHER GROUP, LLC.$127K1
338Leonteq Securities AG$122K1
339NOMURA ASSET MANAGEMENT CO LTD$103K1
340MAI Capital Management$101K1
341Arax Advisory Partners$97.6K1
342Mirae Asset Global Investments Co., Ltd.$94.8K1
343Clearstead Advisors, LLC$80.3K1
344Allworth Financial LP$80.3K1
345Johnson Financial Group, Inc.$77.9K1
346Grandeur Peak Global Advisors, LLC$74.9K1
347Caitong International Asset Management Co., Ltd$63.9K1
348Migdal Insurance & Financial Holdings Ltd.$60.1K1
349SUMMIT SECURITIES GROUP LLC$59.7K1
350Parkside Financial Bank & Trust$59.4K1
351SALEM INVESTMENT COUNSELORS INC$55.9K1
352FIL Ltd$55.8K1
353GHP Investment Advisors, Inc.$50.9K1
354BEACON INVESTMENT ADVISORY SERVICES, INC.$46.8K1
355Steward Partners Investment Advisory, LLC$42.7K1
356Keating Financial Advisory Services, Inc.$39.7K1
357Wealth Enhancement Trust Services, Inc.$38.2K1
358Bank of New Hampshire$37.5K1
359Bernard Wealth Management Corp.$37.5K1
360Pinnacle Wealth Planning Services, Inc.$37.3K1
361SJS Investment Consulting Inc.$31.6K1
362NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$28.5K1
363ASSETMARK, INC$24.2K1
364Sapience Investments, LLC$23.0K1
365Ancora Advisors LLC$22.8K1
366Mitsubishi UFJ Asset Management Co., Ltd.$21.2K1
367NATIXIS ADVISORS, LLC$20.4K1
368Clearstead Trust, LLC$19.9K1
369CANADA LIFE ASSURANCE Co$19.4K1
370ESSEX INVESTMENT MANAGEMENT CO LLC$18.7K1
371Pinnacle Bancorp, Inc.$16.3K1
372BARTLETT & CO. WEALTH MANAGEMENT LLC$16.1K1
373THRIVENT FINANCIAL FOR LUTHERANS$14.6K1
374Aster Capital Management (DIFC) Ltd$14.1K1
375Transamerica Financial Advisors, LLC$13.1K1
376Cassaday & Co Wealth Management LLC$13.1K1
377NEW YORK STATE TEACHERS RETIREMENT SYSTEM$11.7K1
378CVA Family Office, LLC$11.4K1
379FARMERS & MERCHANTS INVESTMENTS INC$10.7K1
380Acumen Wealth Advisors, LLC$10.3K1
381Salomon & Ludwin, LLC$10.1K1
382Nemes Rush Group LLC$9.6K1
383Cetera Trust Company, N.A$8.8K1
384JONES FINANCIAL COMPANIES LLLP$8.6K1
385United Financial Planning Group LLC$6.2K1
386Crewe Advisors LLC$6.0K1
387Sachetta, LLC$5.4K1
388Treasurer of the State of North Carolina$5.3K1
389JFS WEALTH ADVISORS, LLC$5.2K1
390Bell Investment Advisors, Inc$5.2K1
391MEEDER ASSET MANAGEMENT INC$5.2K1
392Key FInancial Inc$5.2K1
393Kemnay Advisory Services Inc.$5.1K1
394Glen Eagle Advisors, LLC$4.6K1
395Rialto Wealth Management, LLC$4.1K1
396DekaBank Deutsche Girozentrale$3.6K1
397South Dakota Investment Council$3.5K1
398Private Wealth Management Group, LLC$3.4K1
399Triumph Capital Management$3.2K1
400First Pacific Financial$3.2K1
401CENTRAL TRUST Co$2.6K1
402Elevated Capital Advisors, LLC$2.6K1
403True Wealth Design, LLC$2.6K1
404Virtu Financial LLC$2.6K1
405WPG Advisers, LLC$2.4K1
406DiNuzzo Private Wealth, Inc.$2.2K1
407MidFirst Bank$2.2K1
408BROWN, LISLE/CUMMINGS, INC.$2.1K1
409Cromwell Holdings LLC$1.9K1
410JNBA Financial Advisors$1.9K1
411Physician Wealth Advisors, Inc.$1.9K1
412Kilter Group LLC$1.7K1
413State of Alaska, Department of Revenue$1.3K1
414MV CAPITAL MANAGEMENT, INC.$1.1K1
415ALGERT GLOBAL LLC$1.0K1
416SouthState Bank Corp$9371
417JPL Wealth Management, LLC$9371
418Vermillion Wealth Management, Inc.$9361
419HFM Investment Advisors, LLC$9361
420Caldwell Trust Co$9361
421Manchester Capital Management LLC$7501
422SHP Wealth Management$6961
423TOTH FINANCIAL ADVISORY CORP$5621
424PARK AVENUE SECURITIES LLC$4251
425Prestige Wealth Management Group LLC$3761
426Quaker Wealth Management, LLC$3751
427Activest Wealth Management$3751
428KBC Group NV$3671
429S&CO INC$2991
430Claret Asset Management Corp$2931
431SBI Securities Co., Ltd.$1871
432Capital Analysts, LLC$631
433Raleigh Capital Management Inc.$311
434Capital Advisors, Ltd. LLC$131
435Farmers & Merchants Trust Co of Chambersburg PA$91
436CX Institutional$31
437Avion Wealth$11
438Jefferies Financial Group Inc.$01
439VANGUARD GROUP INC$01
440HOWE & RUSLING INC$01
441DANSKE BANK A/S$01
442HARBOUR INVESTMENTS, INC.$01
443Brandywine Global Investment Management, LLC$01
444TANDEM CAPITAL MANAGEMENT CORP /ADV$01
445COOPERMAN LEON G$01
446COMERICA BANK$01
447VIRGINIA RETIREMENT SYSTEMS ET Al$01
448HARBOR CAPITAL ADVISORS, INC.$01
449GMT CAPITAL CORP$01
450EASTERN BANK$01
451CIBC Private Wealth Group LLC$01
452MOTCO$01
453TimesSquare Capital Management, LLC$01
454NORGES BANK$01
455Capital World Investors$01
456CAPSTONE INVESTMENT ADVISORS, LLC$01
457Quantitative Investment Management, LLC$01
458Dynamic Technology Lab Private Ltd$01
459Focus Partners Wealth$01
460Interval Partners, LP$01
461Rehmann Capital Advisory Group$01
462Schonfeld Strategic Advisors LLC$01
463Holocene Advisors, LP$01
464Garner Asset Management Corp$01
465Blueshift Asset Management, LLC$01
466Strategic Family Wealth Counselors, L.L.C.$01
467Steigerwald, Gordon & Koch Inc.$01
468Global Retirement Partners, LLC$01
469NKCFO LLC$01
470EASTERLY INVESTMENT PARTNERS LLC$01
471TWINBEECH CAPITAL LP$01
472Mayfair Advisory Group, LLC$01
473Anomaly Capital Management, LP$01
474INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$01
475Ascentis Independent Advisors$01
476Spire Wealth Management$01
477Philosophy Capital Management LLC$01
478AlphaQuest LLC$01
479Forum Financial Management, LP$01
480SageView Advisory Group, LLC$01
481TRANSATLANTIQUE PRIVATE WEALTH LLC$01
482Dunhill Financial, LLC$01
483ELEVATION WEALTH PARTNERS, LLC$01
484Financiere des Professionnels - Fonds d'investissement inc.$01
485Rakuten Securities, Inc.$01
486Regents Gate Capital LLP$01
487Massar Capital Management, LP$01
488Bayforest Capital Ltd$01
489Navigoe, LLC$01
490Dockside LLC$01
491MASTERINVEST Kapitalanlage GmbH$01
Truncated by Public Filings. The published aggregate ranks the top 491 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)0 buy / 1 sell
Congress net ($ bound)−$15.0K to −$1.0K
Filers net (actions)not in build
Filers net ($ 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 RRX

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for RRX · financials and macro

Financials — as filed PLANNED

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