Public record / Tickers / RS

RS — RELIANCE, INC.

Both disclosure regimes on one name: who in Congress filed about RS, 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
5
all PTR rows naming RS
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
10-22
filed 2025-10-22
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

Lisa C. McClain · $1.0K–$15.0K

Sale · traded 2025-09-25 → filed 2025-10-22. Ranked over every RS 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.

2 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

5 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. 5 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING RS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning RS
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-22Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 09-25 +27d$1K–$15K
2025-09-12Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 08-04 +39d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 06-24 LATE·50d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2025-05-14Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 04-07 +37d$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 5 ↗

Members active in RS

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing RS 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.
Lisa C. McClain R–MI-91−$15.0K to −$1.0K2

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

Congress ↔ notable managers · RS

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
0 $0 held

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

Merged timeline of congressional filings and notable-manager moves on RS
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Ftrim−1,446 sh
2026-05-15Bridgewater Associates 13Fexit−5,803 sh
2026-05-14Caxton Associates 13Ftrim−1,477 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 RS for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.8B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$1.0B1
3STATE STREET CORP$860M1
4VANGUARD CAPITAL MANAGEMENT LLC$708M1
5Boston Partners$642M1
6WELLINGTON MANAGEMENT GROUP LLP$438M1
7FRANKLIN RESOURCES INC$322M1
8GEODE CAPITAL MANAGEMENT, LLC$294M1
9FMR LLC$245M1
10ALLIANCEBERNSTEIN L.P.$219M1
11PRINCIPAL FINANCIAL GROUP INC$219M1
12YACKTMAN ASSET MANAGEMENT LP$211M1
13DIMENSIONAL FUND ADVISORS LP$208M1
14MORGAN STANLEY$176M1
15AMERICAN CENTURY COMPANIES INC$164M1
16NORTHERN TRUST CORP$162M1
17Bank of New York Mellon Corp$154M1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$133M1
19Nuveen, LLC$128M1
20UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$123M1
21WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$123M1
22MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$117M1
23Corient Private Wealth LLC$106M1
24VANGUARD FIDUCIARY TRUST CO$98.4M1
25BANK OF AMERICA CORP /DE/$80.0M1
26Legal & General Group Plc$68.9M1
27HSBC HOLDINGS PLC$64.0M1
28PANAGORA ASSET MANAGEMENT INC$61.7M1
29PFA Pension, Forsikringsaktieselskab$59.7M1
30Invesco Ltd.$55.5M1
31VICTORY CAPITAL MANAGEMENT INC$54.8M1
32Amundi$53.4M1
33RHUMBLINE ADVISERS$50.3M1
34Epoch Investment Partners, Inc.$50.0M1
35Qube Research & Technologies Ltd$48.5M1
36Swiss National Bank$46.6M1
37NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$43.4M1
38RAYMOND JAMES FINANCIAL INC$42.2M1
39BNP Paribas Asset Management Holding S.A.$41.0M1
40Retirement Systems of Alabama$39.8M1
41ROYCE & ASSOCIATES LP$39.4M1
42Life Cycle Investment Partners Ltd$39.2M1
43WORLDQUANT MILLENNIUM ADVISORS LLC$38.9M1
44Copeland Capital Management, LLC$38.4M1
45CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$38.2M1
46DEUTSCHE BANK AG\$37.2M1
47Sumitomo Mitsui Trust Group, Inc.$36.4M1
48CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$33.7M1
49DANSKE BANK A/S$31.8M1
50AQR CAPITAL MANAGEMENT LLC$31.6M1
51FIRST TRUST ADVISORS LP$31.4M1
52O'SHAUGHNESSY ASSET MANAGEMENT, LLC$30.9M1
53JACOBS LEVY EQUITY MANAGEMENT, INC$30.6M1
54ENVESTNET ASSET MANAGEMENT INC$30.5M1
55SRB CORP$29.2M1
56TD ASSET MANAGEMENT INC$27.3M1
57BARCLAYS PLC$26.7M1
58UBS Group AG$25.9M1
59Gotham Asset Management, LLC$25.8M1
60Lodge Hill Capital, LLC$25.8M1
61WOODWARD DIVERSIFIED CAPITAL, LLC$25.5M1
62ProShare Advisors LLC$24.1M1
63TWO SIGMA INVESTMENTS, LP$23.8M1
64KLP KAPITALFORVALTNING AS$23.2M1
65AMERIPRISE FINANCIAL INC$22.6M1
66WELLS FARGO & COMPANY/MN$21.5M1
67ProCore Advisors, LLC$19.9M1
68Allianz Asset Management GmbH$19.7M1
69Korea Investment CORP$19.5M1
70Cornerstone Capital, Inc.$19.4M1
71Creative Planning$19.3M1
72Robeco Institutional Asset Management B.V.$19.3M1
73CAPSTONE INVESTMENT ADVISORS, LLC$18.7M1
74STOREBRAND ASSET MANAGEMENT AS$18.7M1
75Mitsubishi UFJ Asset Management Co., Ltd.$17.1M1
76Mitsubishi UFJ Trust & Banking Corp$16.8M1
77SCOPUS ASSET MANAGEMENT, L.P.$16.7M1
78Illinois Municipal Retirement Fund$16.5M1
79SPROTT INC.$16.2M1
80FIL Ltd$15.9M1
81Swedbank AB$15.5M1
82Pictet Asset Management Holding SA$15.2M1
83CITIGROUP INC$14.6M1
84HighTower Advisors, LLC$14.4M1
85STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$14.3M1
86Eurizon Capital SGR S.p.A.$14.0M1
87CWA Asset Management Group, LLC$13.1M1
88Quantinno Capital Management LP$12.9M1
89CITADEL ADVISORS LLC$12.5M1
90NEW YORK STATE COMMON RETIREMENT FUND$12.0M1
91MERCER GLOBAL ADVISORS INC /ADV$11.8M1
92Empower Advisory Group, LLC$11.7M1
93XXEC, Inc.$11.1M1
94SEI INVESTMENTS CO$10.7M1
95AVIVA PLC$10.7M1
96FIRST NATIONAL BANK OF OMAHA$10.0M1
97NATIXIS$10.0M1
98Universal- Beteiligungs- und Servicegesellschaft mbH$9.8M1
99STATE OF WISCONSIN INVESTMENT BOARD$9.4M1
100LPL Financial LLC$9.0M1
101Trexquant Investment LP$8.9M1
102Atom Investors LP$8.9M1
103ASSETMARK, INC$8.6M1
104KENNEDY CAPITAL MANAGEMENT LLC$8.3M1
105NISA INVESTMENT ADVISORS, LLC$8.2M1
106MANUFACTURERS LIFE INSURANCE COMPANY, THE$8.2M1
107Oliver Luxxe Assets LLC$8.1M1
108MetLife Investment Management, LLC$7.8M1
109HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$7.6M1
110Tredje AP-fonden$7.5M1
111Vanguard Investments Australia, Ltd.$7.3M1
112Man Group plc$7.3M1
113Vanguard Global Advisers, LLC$7.3M1
114FIFTH THIRD BANCORP$6.7M1
115ROYAL BANK OF CANADA$6.6M1
116Pathstone Holdings, LLC$6.5M1
117PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$6.4M1
118Asset Management One Co., Ltd.$6.3M1
119NOMURA ASSET MANAGEMENT CO LTD$6.3M1
120Aquatic Capital Management LLC$6.2M1
121Cerity Partners LLC$6.2M1
122VANGUARD ASSET MANAGEMENT, Ltd$6.1M1
123MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$6.1M1
124PDT Partners, LLC$5.9M1
125PRUDENTIAL FINANCIAL INC$5.9M1
126Occidental Asset Management, LLC$5.8M1
127Concentric Capital Strategies, LP$5.3M1
128State of New Jersey Common Pension Fund D$5.3M1
129TD Waterhouse Canada Inc.$5.2M1
130YOUSIF CAPITAL MANAGEMENT, LLC$5.1M1
131Lansforsakringar Fondforvaltning AB (publ)$5.0M1
132Vanguard Personalized Indexing Management, LLC$4.9M1
133Resona Asset Management Co.,Ltd.$4.8M1
134PRUDENTIAL PLC$4.6M1
135Ameritas Investment Partners, Inc.$4.6M1
136EVEXIA WEALTH LLC$4.4M1
137Arizona State Retirement System$4.3M1
138Aware Super Pty Ltd as trustee of Aware Super$4.3M1
139FEDERATED HERMES, INC.$4.3M1
140BURNEY CO/$4.1M1
141Focus Partners Wealth$4.0M1
142INTECH INVESTMENT MANAGEMENT LLC$4.0M1
143Zurcher Kantonalbank (Zurich Cantonalbank)$4.0M1
144Daiwa Securities Group Inc.$4.0M1
145COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.0M1
146Cetera Investment Advisers$4.0M1
147DnB Asset Management AS$4.0M1
148Assenagon Asset Management S.A.$3.8M1
149STATE OF MICHIGAN RETIREMENT SYSTEM$3.8M1
150JOHNSON INVESTMENT COUNSEL INC$3.7M1
151Dana Investment Advisors, Inc.$3.7M1
152NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$3.6M1
153SEB Asset Management AB$3.5M1
154Federation des caisses Desjardins du Quebec$3.4M1
155MEEDER ASSET MANAGEMENT INC$3.4M1
156OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.3M1
157Tidal Investments LLC$3.2M1
158ALPINE WOODS CAPITAL INVESTORS, LLC$3.2M1
159IFM Investors Pty Ltd$3.1M1
160Hilton Capital Management, LLC$3.1M1
161Advisors Asset Management, Inc.$3.1M1
162VOYA INVESTMENT MANAGEMENT LLC$2.9M1
163BANK OF MONTREAL /CAN/$2.9M1
164National Pension Service$2.9M1
165Squarepoint Ops LLC$2.9M1
166XPONANCE LLC$2.9M1
167Pure Financial Advisors, LLC$2.8M1
168Numerai GP LLC$2.8M1
169Bellwether Advisors, LLC$2.7M1
170Swiss Life Asset Management Ltd$2.7M1
171COLDSTREAM CAPITAL MANAGEMENT INC$2.6M1
172Arjuna Capital$2.6M1
173Utah Retirement Systems$2.6M1
174ALPS ADVISORS INC$2.5M1
175OMERS ADMINISTRATION Corp$2.5M1
176First National Advisers, LLC$2.5M1
177NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.5M1
178JANE STREET GROUP, LLC$2.3M1
179Empowered Funds, LLC$2.3M1
180EVOLVE PRIVATE WEALTH, LLC$2.3M1
181TORONTO DOMINION BANK$2.3M1
182WINTON GROUP Ltd$2.3M1
183Curi Capital, LLC$2.3M1
184Northwest & Ethical Investments L.P.$2.2M1
185BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.2M1
186QRG CAPITAL MANAGEMENT, INC.$2.1M1
187RITHOLTZ WEALTH MANAGEMENT$2.1M1
188Ensign Peak Advisors, Inc$2.1M1
189NISSAY ASSET MANAGEMENT CORP /JAPAN$2.1M1
190CIBC Bancorp USA Inc.$2.0M1
191ROYAL LONDON ASSET MANAGEMENT LTD$2.0M1
192&PARTNERS$1.9M1
193NorthCrest Asset Manangement, LLC$1.8M1
194COMMONWEALTH EQUITY SERVICES, LLC$1.8M1
195Oak Thistle LLC$1.8M1
196CANADA PENSION PLAN INVESTMENT BOARD$1.8M1
197OP Asset Management Ltd$1.7M1
198CWM, LLC$1.7M1
199Quadrature Capital Ltd$1.7M1
200MACQUARIE GROUP LTD$1.7M1
201D. E. Shaw & Co., Inc.$1.7M1
202AIA Group Ltd$1.7M1
203Caprock Group, LLC$1.6M1
204ABN AMRO INVESTMENT SOLUTIONS$1.6M1
205Zurich Insurance Group Ltd/FI$1.6M1
206ORSER CAPITAL MANAGEMENT, LLC$1.6M1
207M&T BANK CORP$1.6M1
208BAILARD, INC.$1.6M1
209Sumitomo Mitsui DS Asset Management Company, Ltd$1.6M1
210APG Asset Management N.V.$1.5M1
211Havemeyer Place LP$1.5M1
212Andra AP-fonden$1.5M1
213OSAIC HOLDINGS, INC.$1.4M1
214TCM Advisors, LLC$1.4M1
215Sequoia Financial Advisors, LLC$1.4M1
216MACKENZIE FINANCIAL CORP$1.4M1
217HANCOCK WHITNEY CORP$1.4M1
218TRUIST FINANCIAL CORP$1.3M1
219ASR Vermogensbeheer N.V.$1.3M1
220Metis Global Partners, LLC$1.3M1
221PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.2M1
222SECURIAN ASSET MANAGEMENT, INC$1.2M1
223QUADRANT CAPITAL GROUP LLC$1.2M1
224Freestone Grove Partners LP$1.1M1
225Investment Management Corp of Ontario$1.1M1
226BANK OF NOVA SCOTIA$1.1M1
227MGO ONE SEVEN LLC$1.1M1
228Plato Investment Management Ltd$1.1M1
229Amova Asset Management Americas, Inc.$1.1M1
230Inspire Investing, LLC$1.1M1
231Vident Advisory, LLC$1.1M1
232EntryPoint Capital, LLC$1.1M1
233FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$1.1M1
234NORDEA INVESTMENT MANAGEMENT AB$1.0M1
235STIFEL FINANCIAL CORP$1.0M1
236Peterson Wealth Services$1.0M1
237WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$981K1
238Strategic Family Wealth Counselors, L.L.C.$976K1
239Baird Financial Group, Inc.$972K1
240COMMERCE BANK$960K1
241Fisher Asset Management, LLC$950K1
242Kingsview Wealth Management, LLC$941K1
243CIBC Asset Management Inc$938K1
244Crossmark Global Holdings, Inc.$930K1
245Tower Research Capital LLC (TRC)$929K1
246Private Advisor Group, LLC$915K1
247FULTON BANK, N.A.$905K1
248Janus Henderson Group Ltd.$877K1
249Verdence Capital Advisors LLC$861K1
250AustralianSuper Pty Ltd$859K1
251Diversified Trust Co$845K1
252Plancorp, LLC$837K1
253NTV ASSET MANAGEMENT LLC$836K1
254Sanctuary Advisors, LLC$814K1
255Summit Trail Advisors, LLC$811K1
256Vise Technologies, Inc.$783K1
257Net Worth Advisory Group$771K1
258Maryland State Retirement & Pension System$764K1
259CI INVESTMENTS INC.$759K1
260Envestnet Portfolio Solutions, Inc.$752K1
261PKO Investment Management Joint-Stock Co$749K1
262Aberdeen Group plc$745K1
263OpenArc Corporate Advisory, LLC$721K1
264CREDIT AGRICOLE S A$717K1
265US BANCORP \DE\$716K1
266Athena Investment Management$712K1
267BSW Wealth Partners$702K1
268Edgestream Partners, L.P.$700K1
269SBI Okasan Asset Management Co.Ltd.$691K1
270CAXTON ASSOCIATES LLP$689K1
271BOOTHBAY FUND MANAGEMENT, LLC$688K1
272Meiji Yasuda Asset Management Co Ltd.$682K1
273NewEdge Advisors, LLC$675K1
274Dynasty Wealth Management, LLC$650K1
275Aster Capital Management (DIFC) Ltd$644K1
276Insight Advisors, LLC/ PA$643K1
277MAI Capital Management$640K1
278ALLIANZ SE$640K1
279FOX RUN MANAGEMENT, L.L.C.$633K1
280FIRST CITIZENS BANK & TRUST CO$632K1
281Farringdon Capital, Ltd.$625K1
282Woodline Partners LP$622K1
283Mutual Advisors, LLC$620K1
284MML INVESTORS SERVICES, LLC$616K1
285CLIFFORD SWAN INVESTMENT COUNSEL LLC$608K1
286Chancellor Financial Group WB LP$608K1
287Formidable Asset Management, LLC$605K1
288EVERGREEN CAPITAL MANAGEMENT LLC$602K1
289Saudi Central Bank$587K1
290BERKSHIRE ASSET MANAGEMENT LLC/PA$577K1
291MQS Management LLC$576K1
292Callan Family Office, LLC$573K1
293ELEVATION POINT WEALTH PARTNERS, LLC$573K1
294GUGGENHEIM CAPITAL LLC$568K1
295Qsemble Capital Management, LP$559K1
296FORA Capital, LLC$541K1
297Centiva Capital, LP$538K1
298Savant Capital, LLC$538K1
299Laird Norton Wetherby Trust Company, LLC$537K1
300Merit Financial Group, LLC$529K1
301UNITED CAPITAL FINANCIAL ADVISORS, LLC$518K1
302DENALI ADVISORS LLC$517K1
303SHELTON CAPITAL MANAGEMENT$515K1
304Clearstead Advisors, LLC$512K1
305INVESTMENT MANAGEMENT CORP /VA/ /ADV$508K1
306FOCUSED ALPHA, LLC$505K1
307Twin Lakes Capital Management, LLC$498K1
308One Wealth Advisors, LLC$489K1
309FLPUTNAM INVESTMENT MANAGEMENT CO$484K1
310GREENLEAF TRUST$481K1
311KEYBANK NATIONAL ASSOCIATION/OH$470K1
312FULLER & THALER ASSET MANAGEMENT, INC.$465K1
313North Dakota State Investment Board$464K1
314Beacon Pointe Advisors, LLC$456K1
315HB Wealth Management, LLC$456K1
316Compagnie Lombard Odier SCmA$455K1
317Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$452K1
318Mariner, LLC$450K1
319Osmosis Investment Management UK Ltd$419K1
320CHOREO, LLC$405K1
321Machina Capital S.A.S.$401K1
322SCHRODER INVESTMENT MANAGEMENT GROUP$400K1
323SEEDS INVESTOR LLC$381K1
324EXCHANGE TRADED CONCEPTS, LLC$369K1
325B. Metzler seel. Sohn & Co. AG$368K1
326Salomon & Ludwin, LLC$364K1
327Uncommon Cents Investing LLC$359K1
328NATIONAL BANK OF CANADA /FI/$357K1
329Paulson Wealth Management Inc.$356K1
330JOURNEY STRATEGIC WEALTH LLC$351K1
331Compound Planning, Inc.$345K1
332Independent Advisor Alliance$342K1
333Atria Investments, Inc$341K1
334Orion Porfolio Solutions, LLC$338K1
335New Age Alpha Advisors, LLC$330K1
336Meeder Advisory Services, Inc.$329K1
337Engineers Gate Manager LP$328K1
338Ascent Group, LLC$327K1
339AE Wealth Management LLC$327K1
340First Eagle Investment Management, LLC$326K1
341Astoria Portfolio Advisors LLC.$323K1
342SIGNATUREFD, LLC$321K1
343Camelot Portfolios, LLC$319K1
344CenterBook Partners LP$312K1
345Prospera Financial Services Inc$311K1
346Allspring Global Investments Holdings, LLC$308K1
347Lombard Odier Asset Management (Switzerland) SA$308K1
348Fractal Investments LLC$304K1
349MILLENNIUM MANAGEMENT LLC$302K1
350SAGE RHINO CAPITAL LLC$295K1
351Grove Bank & Trust$295K1
352CIDEL ASSET MANAGEMENT INC$295K1
353Checchi Capital Advisers, LLC$294K1
354Polymer Capital Management (US) LLC$294K1
355Cordatus Wealth Management LLC$290K1
356PROFUND ADVISORS LLC$289K1
357Portside Wealth Group, LLC$287K1
358Perigon Wealth Management, LLC$286K1
359PRINCIPAL SECURITIES, INC.$285K1
360Rockefeller Capital Management L.P.$282K1
361MATHER GROUP, LLC.$282K1
362MENDON CAPITAL ADVISORS CORP$278K1
363Excelsior Advisor Network LLC$274K1
364UniSuper Management Pty Ltd$274K1
365WESTPAC BANKING CORP$273K1
366Leonteq Securities AG$271K1
367Smartleaf Asset Management LLC$266K1
368OSLO PENSJONSFORSIKRING AS$265K1
369Genus Capital Management Inc.$260K1
370Candriam S.C.A.$255K1
371Kathmere Capital Management, LLC$250K1
372R Squared Ltd$249K1
373SIMPLEX TRADING, LLC$249K1
374EASTERN BANK$246K1
375Rehmann Capital Advisory Group$240K1
376TEACHER RETIREMENT SYSTEM OF TEXAS$238K1
377Linden Thomas Advisory Services, LLC$235K1
378Sigma Planning Corp$232K1
379111 Capital$228K1
380Summit Financial, LLC$225K1
381Andina Capital Management, LLC$224K1
382Rafferty Asset Management, LLC$224K1
383Siemens Fonds Invest GmbH$224K1
384Frec Markets, Inc.$220K1
385Expressive Wealth LLC$218K1
386UMB Bank, n.a.$208K1
387Wealthspire Advisors, LLC$206K1
388Concurrent Investment Advisors, LLC$205K1
389REGIONS FINANCIAL CORP$201K1
390VIEWPOINT INVESTMENT PARTNERS CORP$200K1
391Steward Partners Investment Advisory, LLC$192K1
392Livforsakringsbolaget Skandia, Omsesidigt$152K1
393Walleye Trading LLC$132K1
394Pinnacle Wealth Planning Services, Inc.$112K1
395GILPIN WEALTH MANAGEMENT, LLC$111K1
396Caitong International Asset Management Co., Ltd$101K1
397Destiny Wealth Partners, LLC$99.8K1
398Deseret Mutual Benefit Administrators$95.7K1
399Abound Wealth Management$75.5K1
400Blue Trust, Inc.$74.8K1
401TRUST CO OF TOLEDO NA /OH/$65.6K1
402Quarry LP$65.6K1
403Allworth Financial LP$61.5K1
404Transamerica Financial Advisors, LLC$60.8K1
405State of Wyoming$58.4K1
406TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$57.7K1
407Caldwell Trust Co$56.5K1
408Owl Creek Wealth Partners LLC$47.1K1
409BEACON INVESTMENT ADVISORY SERVICES, INC.$45.6K1
410DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC$44.7K1
411Arax Advisory Partners$42.9K1
412Parkside Financial Bank & Trust$42.2K1
413Geneos Wealth Management Inc.$41.3K1
414Mirae Asset Global Investments Co., Ltd.$35.9K1
415OSTERWEIS CAPITAL MANAGEMENT INC$33.7K1
416NBT BANK, N.A.$31.3K1
417Costello Asset Management, INC$30.4K1
418N.E.W. Advisory Services LLC$30.4K1
419ELEVATION WEALTH PARTNERS, LLC$29.8K1
420BROWN, LISLE/CUMMINGS, INC.$25.5K1
421CVA Family Office, LLC$25.5K1
422DekaBank Deutsche Girozentrale$23.5K1
423JFS WEALTH ADVISORS, LLC$22.2K1
424Bayforest Capital Ltd$22.2K1
425Westside Investment Management, Inc.$21.4K1
426KBC Group NV$19.9K1
427Bell Investment Advisors, Inc$17.6K1
428WPG Advisers, LLC$16.1K1
429NEW YORK STATE TEACHERS RETIREMENT SYSTEM$15.6K1
430Millstone Evans Group, LLC$15.5K1
431CENTRAL TRUST Co$15.2K1
432FARMERS & MERCHANTS INVESTMENTS INC$14.3K1
433Spire Wealth Management$14.3K1
434State of Alaska, Department of Revenue$13.4K1
435Cetera Trust Company, N.A$13.4K1
436CANADA LIFE ASSURANCE Co$13.3K1
437Activest Wealth Management$12.2K1
438Keating Financial Advisory Services, Inc.$12.2K1
439LORD, ABBETT & CO. LLC$11.7K1
440WealthCollab, LLC$11.5K1
441Wilmington Savings Fund Society, FSB$9.4K1
442South Dakota Investment Council$9.3K1
443ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$8.8K1
444Atlantic Union Bankshares Corp$8.2K1
445Larson Financial Group LLC$7.0K1
446Treasurer of the State of North Carolina$6.8K1
447Kemnay Advisory Services Inc.$6.4K1
448Intentional Wealth Strategies, LLC$6.4K1
449Mn Services Vermogensbeheer B.V.$6.1K1
450SJS Investment Consulting Inc.$6.1K1
451Retirement Wealth Solutions LLC$5.8K1
452CBIZ Investment Advisory Services, LLC$5.8K1
453Private Wealth Management Group, LLC$5.5K1
454Rialto Wealth Management, LLC$5.2K1
455DiNuzzo Private Wealth, Inc.$4.9K1
456Legacy Wealth Managment, LLC/ID$4.9K1
457Triumph Capital Management$4.6K1
458ACADIAN ASSET MANAGEMENT LLC$4.2K1
459True Wealth Design, LLC$4.0K1
460Signature Equity Partners, LLC$3.9K1
461THRIVENT FINANCIAL FOR LUTHERANS$3.8K1
462MidFirst Bank$3.6K1
463Sachetta, LLC$3.3K1
464JPL Wealth Management, LLC$3.3K1
465Pacifica Partners Inc.$3.3K1
466Caitlin John, LLC$3.2K1
467Valued Wealth Advisors LLC$3.1K1
468Manchester Capital Management LLC$3.0K1
469MV CAPITAL MANAGEMENT, INC.$3.0K1
470Prestige Wealth Management Group LLC$3.0K1
471Physician Wealth Advisors, Inc.$2.4K1
472Cromwell Holdings LLC$2.4K1
473United Financial Planning Group LLC$2.4K1
474WEBSTER BANK, N. A.$1.8K1
475Marquette Asset Management, LLC$1.8K1
476SBI Securities Co., Ltd.$1.8K1
477Vanguard National Trust Co$1.8K1
478EVOLUTION WEALTH MANAGEMENT INC.$1.8K1
479ALBION FINANCIAL GROUP /UT$1.5K1
480Vermillion Wealth Management, Inc.$1.5K1
481Sunrise Financial Services, LLC$1.5K1
482Penserra Capital Management LLC$1.2K1
483Kilter Group LLC$1.2K1
484HFM Investment Advisors, LLC$1.2K1
485LSV ASSET MANAGEMENT$1.2K1
486Redwood Investment Management, LLC$1.0K1
487TFC Financial Management, Inc.$9121
488HARBOR CAPITAL ADVISORS, INC.$8281
489Vestcor Inc$7591
490PARK AVENUE SECURITIES LLC$6601
491JONES FINANCIAL COMPANIES LLLP$6081
492Quaker Wealth Management, LLC$6081
493Seneschal Advisors, LLC$6081
494Jackson Creek Investment Advisors LLC$3611
495SouthState Bank Corp$3041
496Beaird Harris Wealth Management, LLC$3041
497DecisionPoint Financial, LLC$3041
498Frazier Financial Advisors, LLC$3041
499American Capital Advisory, LLC$3041
500Farmers & Merchants Trust Co of Chambersburg PA$2041
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)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 RS

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for RS · financials and macro

Financials — as filed PLANNED

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