Public record / Tickers / SE

SE — Sea Ltd

Both disclosure regimes on one name: who in Congress filed about SE, 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
24
all PTR rows naming SE
Members · 12m
1
1 buys · 1 sells · by trade date
Latest PTR
04-08
filed 2026-04-08
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

David Perdue · $15.0K–$50.0K

Sale · traded 2016-11-18 → filed 2016-12-06. Ranked over every SE row by the provable lower bound, never a point estimate.

1 member · 1 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.

5 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 SE · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SE
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-04-08Josh Gottheimer D–NJ-5Purchase · JT (jointly owned)Traded 03-10 +29d$1K–$15K
2026-01-14Josh Gottheimer D–NJ-5Sale · JT (jointly owned)Traded 2025-12-05 +40d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 07-10 +34d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2025-06-11Josh Gottheimer D–NJ-5Purchase · JT (jointly owned)Traded 05-23 +19d$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 24 ↗

Members active in SE

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing SE 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.
Josh Gottheimer D–NJ-52−$14.0K to $14.0K2

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

Congress ↔ notable managers · SE

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

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

Merged timeline of congressional filings and notable-manager moves on SE
DateWhoChangeSize
2026-05-15Viking Global Investors 13Fadd+1,065,651 sh
2026-05-15D1 Capital Partners 13Fadd+567,090 sh
2026-05-15Duquesne Family Office 13Fadd+155,785 sh
2026-05-15Bridgewater Associates 13Ftrim−195,141 sh
2026-05-15Moore Capital Management 13Ftrim−171,692 sh
2026-05-14Caxton Associates 13Fexit−4,344 sh

6 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 SE for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BAILLIE GIFFORD & CO$3.3B1
2WCM INVESTMENT MANAGEMENT, LLC$2.6B1
3BlackRock, Inc.$1.7B1
4TIGER GLOBAL MANAGEMENT LLC$1.3B1
5FMR LLC$1.2B1
6STATE STREET CORP$601M1
7SCHRODER INVESTMENT MANAGEMENT GROUP$519M1
8Artisan Partners Limited Partnership$443M1
9Temasek Holdings (Private) Ltd$437M1
10UBS Group AG$393M1
11VIKING GLOBAL INVESTORS LP$392M1
12SANDS CAPITAL MANAGEMENT, LLC$392M1
13MORGAN STANLEY$383M1
14D1 Capital Partners L.P.$336M1
15FIL Ltd$322M1
16NORTHERN TRUST CORP$299M1
17TWO SIGMA INVESTMENTS, LP$274M1
18Coronation Fund Managers Ltd.$258M1
19SEI INVESTMENTS CO$227M1
20MARSHALL WACE, LLP$205M1
21Mitsubishi UFJ Trust & Banking Corp$201M1
22Capital Research Global Investors$188M1
23PRUDENTIAL PLC$188M1
24Nuveen, LLC$177M1
25Kontiki Capital Management (HK) Ltd.$176M1
26HSBC HOLDINGS PLC$168M1
27INFINITUM ASSET MANAGEMENT, LLC$166M1
28Legal & General Group Plc$163M1
29CITIGROUP INC$159M1
30Clearbridge Investments, LLC$156M1
31Point72 Asset Management, L.P.$155M1
32Invesco Ltd.$155M1
33Orbis Allan Gray Ltd$153M1
34SCGE MANAGEMENT, L.P.$147M1
35ENVESTNET ASSET MANAGEMENT INC$140M1
36BANK OF AMERICA CORP /DE/$139M1
37WASATCH ADVISORS LP$134M1
38UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$132M1
39DEUTSCHE BANK AG\$132M1
40RENAISSANCE TECHNOLOGIES LLC$126M1
41Swiss National Bank$120M1
42HARDING LOEVNER LP$113M1
43CITADEL ADVISORS LLC$111M1
44Bridgewater Associates, LP$111M1
45Dorsal Capital Management, LP$110M1
46Ribbit Management Company, LLC$107M1
47Arohi Asset Management PTE Ltd.$105M1
48Kinetic Partners Management, LP$104M1
49NATIONAL BANK OF CANADA /FI/$102M1
50AMERIPRISE FINANCIAL INC$92.9M1
51MILLENNIUM MANAGEMENT LLC$90.2M1
52MANUFACTURERS LIFE INSURANCE COMPANY, THE$89.5M1
53SUSQUEHANNA ADVISORS GROUP, INC.$73.7M1
54AQR CAPITAL MANAGEMENT LLC$69.5M1
55Baird Financial Group, Inc.$68.6M1
56Polar Capital Holdings Plc$65.6M1
57VANGUARD ASSET MANAGEMENT, Ltd$65.0M1
58KENSICO CAPITAL MANAGEMENT CORP$63.6M1
59JANE STREET GROUP, LLC$61.2M1
60MAPLELANE CAPITAL, LLC$58.6M1
61VOLORIDGE INVESTMENT MANAGEMENT, LLC$56.8M1
62BANK OF MONTREAL /CAN/$53.8M1
63Allspring Global Investments Holdings, LLC$52.9M1
64Carmignac Gestion$52.6M1
65North Peak Capital Management, LLC$50.6M1
66NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$48.3M1
67Connor, Clark & Lunn Investment Management Ltd.$46.5M1
68NORDEA INVESTMENT MANAGEMENT AB$46.5M1
69National Pension Service$45.6M1
70AIA Group Ltd$44.8M1
71Hound Partners, LLC$41.4M1
72Greenwoods Asset Management Hong Kong Ltd.$40.4M1
73TD ASSET MANAGEMENT INC$39.3M1
74D. E. Shaw & Co., Inc.$37.7M1
75Trexquant Investment LP$37.3M1
76CAPITOLIS LIQUID GLOBAL MARKETS LLC$36.4M1
77Perpetual Ltd$36.1M1
78CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$35.1M1
79Mitsubishi UFJ Asset Management Co., Ltd.$34.9M1
80BNP Paribas Asset Management Holding S.A.$34.6M1
81Squarepoint Ops LLC$34.6M1
82ROYAL BANK OF CANADA$30.7M1
83THORNBURG INVESTMENT MANAGEMENT INC$30.6M1
84WORLDQUANT MILLENNIUM ADVISORS LLC$29.9M1
85USS Investment Management Ltd$29.3M1
86COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$29.1M1
87CHARLES SCHWAB INVESTMENT MANAGEMENT INC$28.9M1
88COOPERMAN LEON G$27.0M1
89Holocene Advisors, LP$26.0M1
90Swedbank AB$25.1M1
91CAPITAL ADVISORS INC/OK$24.2M1
92Pictet Asset Management Holding SA$24.2M1
93Y-Intercept (Hong Kong) Ltd$23.4M1
94TEACHER RETIREMENT SYSTEM OF TEXAS$23.3M1
95Zurcher Kantonalbank (Zurich Cantonalbank)$22.4M1
96EXCHANGE TRADED CONCEPTS, LLC$22.1M1
97LPL Financial LLC$22.1M1
98Allianz Asset Management GmbH$22.0M1
99ALLIANCEBERNSTEIN L.P.$21.9M1
100Zurich Insurance Group Ltd/FI$21.8M1
101STIFEL FINANCIAL CORP$21.6M1
102Bienville Capital Management, LLC$21.5M1
103WELLS FARGO & COMPANY/MN$20.9M1
104Quadrature Capital Ltd$20.5M1
105BARINGS LLC$20.3M1
106PUBLIC SECTOR PENSION INVESTMENT BOARD$20.0M1
107CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$18.4M1
108IMC-Chicago, LLC$17.6M1
109First Beijing Investment Ltd$17.3M1
110PFA Pension, Forsikringsaktieselskab$17.0M1
111DANSKE BANK A/S$16.2M1
112M&G Plc$16.2M1
113MACKENZIE FINANCIAL CORP$16.0M1
114Flight Deck Capital, LP$15.8M1
115Vanguard Investments Australia, Ltd.$15.3M1
116Korea Investment CORP$15.1M1
117Robeco Institutional Asset Management B.V.$15.0M1
118State of New Jersey Common Pension Fund D$15.0M1
119Think Investments LP$14.4M1
120Marcho Partners LLP$14.1M1
121NOMURA ASSET MANAGEMENT CO LTD$13.9M1
122CREDIT AGRICOLE S A$13.8M1
123Avanda Investment Management Pte. Ltd.$13.5M1
124LAZARD ASSET MANAGEMENT LLC$13.5M1
125STOREBRAND ASSET MANAGEMENT AS$13.3M1
126Asset Management One Co., Ltd.$13.2M1
127Ardmore Road Asset Management LP$12.5M1
128Pathstone Holdings, LLC$12.2M1
129General Equity Holdings LP$12.2M1
130RAYMOND JAMES FINANCIAL INC$12.1M1
131INTECH INVESTMENT MANAGEMENT LLC$12.0M1
132Blue Grotto Capital, LLC$11.9M1
133KLP KAPITALFORVALTNING AS$11.9M1
134STATE OF WISCONSIN INVESTMENT BOARD$11.8M1
135Vontobel Holding Ltd.$11.6M1
136Privium Fund Management B.V.$11.4M1
137ABN AMRO INVESTMENT SOLUTIONS$11.4M1
138INVESTMENT HOUSE LLC$11.4M1
1391832 Asset Management L.P.$11.1M1
140BANQUE PICTET & CIE SA$11.1M1
141PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$11.0M1
142University of Wisconsin Foundation$10.7M1
143NISSAY ASSET MANAGEMENT CORP /JAPAN$10.6M1
144Skye Global Management LP$10.6M1
145Proem Advisors LLC$10.4M1
146WELLINGTON MANAGEMENT GROUP LLP$10.0M1
147SORA INVESTORS LLC$10.0M1
148FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$9.9M1
149Retirement Systems of Alabama$9.9M1
150Aquatic Capital Management LLC$9.7M1
151OPPENHEIMER ASSET MANAGEMENT INC.$9.7M1
152Resona Asset Management Co.,Ltd.$9.5M1
153Cetera Investment Advisers$8.9M1
154Janus Henderson Group Ltd.$8.8M1
155NOESIS CAPITAL MANGEMENT CORP$8.6M1
156SEB Asset Management AB$8.5M1
157BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$8.3M1
158FRANKLIN RESOURCES INC$8.2M1
159Aberdeen Group plc$8.0M1
160GENERATION INVESTMENT MANAGEMENT LLP$7.7M1
161Federation des caisses Desjardins du Quebec$7.7M1
162Hidden Lake Asset Management LP$7.6M1
163Tidal Investments LLC$7.6M1
164Lansforsakringar Fondforvaltning AB (publ)$7.5M1
165Vinva Investment Management Ltd$7.5M1
166Leonteq Securities AG$7.3M1
167Union Bancaire Privee, UBP SA$7.2M1
168Walleye Capital LLC$7.2M1
169GROUP ONE TRADING LLC$7.2M1
170MML INVESTORS SERVICES, LLC$7.1M1
171TRUIST FINANCIAL CORP$7.0M1
172Eurizon Capital SGR S.p.A.$6.9M1
173M&T BANK CORP$6.9M1
174Walleye Trading LLC$6.8M1
175DnB Asset Management AS$6.7M1
176IFM Investors Pty Ltd$6.6M1
177NEW YORK STATE COMMON RETIREMENT FUND$5.8M1
178PRINCIPAL FINANCIAL GROUP INC$5.8M1
179INTERCAPITAL, LLC$5.8M1
180SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.7M1
181Quantinno Capital Management LP$5.4M1
182Grafton Street Partners Management Company, LLC$5.3M1
183Creative Planning$5.3M1
184US BANCORP \DE\$5.2M1
185Bank Pictet & Cie (Europe) AG$5.2M1
186DIMENSIONAL FUND ADVISORS LP$5.1M1
187ASR Vermogensbeheer N.V.$5.1M1
188IEQ CAPITAL, LLC$5.1M1
189HighTower Advisors, LLC$4.9M1
190Dalton Investments, Inc.$4.7M1
191BAILARD, INC.$4.6M1
192Polymer Capital Management (HK) LTD$4.5M1
193CIBC Asset Management Inc$4.5M1
194VOYA INVESTMENT MANAGEMENT LLC$4.4M1
195Engineers Gate Manager LP$4.4M1
196ALLIANZ SE$4.4M1
197Blackstone Inc.$4.3M1
198Man Group plc$4.3M1
199TT International Asset Management LTD$4.1M1
200Moran Wealth Management, LLC$4.1M1
201Parallax Volatility Advisers, L.P.$4.0M1
202ELEVATION POINT WEALTH PARTNERS, LLC$3.9M1
203Infusive Asset Management Inc.$3.9M1
204Sumitomo Mitsui DS Asset Management Company, Ltd$3.8M1
205Varma Mutual Pension Insurance Co$3.6M1
206ENGLISH CAPITAL MANAGEMENT LLC$3.6M1
207Vident Advisory, LLC$3.5M1
208MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.5M1
209AMERICAN CENTURY COMPANIES INC$3.5M1
210Daiwa Securities Group Inc.$3.4M1
211KIDS CAPITAL MANAGEMENT, L.P.$3.4M1
212Addison Capital Co$3.3M1
213Callan Family Office, LLC$3.3M1
214CIBC WORLD MARKET INC.$3.3M1
215FIRST TRUST ADVISORS LP$3.2M1
216FirstWave Capital Management LLC$3.1M1
217Apollon Wealth Management, LLC$3.0M1
218Roberts Wealth Advisors, LLC$3.0M1
219Swiss Life Asset Management Ltd$3.0M1
220OLD MISSION CAPITAL LLC$2.9M1
221Cerity Partners LLC$2.8M1
222GLENMEDE TRUST CO NA$2.8M1
223Maryland State Retirement & Pension System$2.8M1
224POLEN CAPITAL MANAGEMENT LLC$2.7M1
225PEAK6 LLC$2.6M1
226Tredje AP-fonden$2.6M1
227BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2.6M1
228Havemeyer Place LP$2.6M1
229NATIXIS$2.6M1
230CAPSTONE INVESTMENT ADVISORS, LLC$2.6M1
231MACQUARIE GROUP LTD$2.6M1
232Mirae Asset Global Investments Co., Ltd.$2.5M1
233AustralianSuper Pty Ltd$2.5M1
234OSSIAM$2.5M1
235CLOVERFIELDS CAPITAL GROUP, LP$2.5M1
236TOKIO MARINE ASSET MANAGEMENT CO LTD$2.5M1
237Leibman Financial Services, Inc.$2.5M1
238Jefferies Financial Group Inc.$2.4M1
239NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.4M1
240MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC$2.4M1
241Centiva Capital, LP$2.4M1
242VPR Management LLC$2.3M1
243Orion Porfolio Solutions, LLC$2.3M1
244Investment Management Corp of Ontario$2.3M1
245CHOREO, LLC$2.2M1
246Snowden Capital Advisors LLC$2.2M1
247DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$2.1M1
248Mariner, LLC$2.1M1
249LONGFELLOW INVESTMENT MANAGEMENT CO LLC$2.1M1
250Capital International Sarl$2.0M1
251STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.9M1
252MERCER GLOBAL ADVISORS INC /ADV$1.8M1
253Atria Investments, Inc$1.8M1
254XTX Topco Ltd$1.8M1
255QRG CAPITAL MANAGEMENT, INC.$1.7M1
256Limestone Investment Advisors LP$1.7M1
257Osmosis Investment Management UK Ltd$1.7M1
258Krane Funds Advisors LLC$1.7M1
259PERSONAL CFO SOLUTIONS, LLC$1.6M1
260Evolutionary Tree Capital Management, LLC$1.6M1
261O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.6M1
262NOMURA HOLDINGS INC$1.6M1
263Rakuten Investment Management, Inc.$1.6M1
264Massar Capital Management, LP$1.6M1
265Banque Cantonale Vaudoise$1.6M1
266Vanguard Personalized Indexing Management, LLC$1.5M1
267CenterBook Partners LP$1.5M1
268National Philanthropic Trust$1.4M1
269Sanctuary Advisors, LLC$1.4M1
270Marex Group Ltd$1.4M1
271Mawer Investment Management Ltd.$1.4M1
272Empowered Funds, LLC$1.4M1
273EAGLE GLOBAL ADVISORS LLC$1.4M1
274Oakum Bay Capital LLC$1.4M1
275Bank Julius Baer & Co. Ltd, Zurich$1.4M1
276Crossmark Global Holdings, Inc.$1.3M1
277MOON CAPITAL MANAGEMENT LP$1.3M1
278ROYAL LONDON ASSET MANAGEMENT LTD$1.3M1
279APG Asset Management N.V.$1.3M1
280Parametrica Management Ltd$1.3M1
281FengHe Fund Management Pte. Ltd.$1.3M1
282Woodline Partners LP$1.3M1
283OSAIC HOLDINGS, INC.$1.3M1
284Cresset Asset Management, LLC$1.3M1
285Dai-ichi Life Insurance Company, Ltd$1.2M1
286Phoenix Financial Ltd.$1.2M1
287Colonial River Investments, LLC$1.2M1
288Ensign Peak Advisors, Inc$1.2M1
289Corient Private Wealth LLC$1.2M1
290COMMONWEALTH EQUITY SERVICES, LLC$1.2M1
291EFG International AG$1.1M1
292ProShare Advisors LLC$1.1M1
293Sunstone Asset Management, L.P.$1.1M1
294China Universal Asset Management Co., Ltd.$1.1M1
295&PARTNERS$1.1M1
296Financial Perspectives, Inc$1.1M1
297BCS Private Wealth Management, Inc.$1.1M1
298Schonfeld Strategic Advisors LLC$1.1M1
299Bluebird Wealth Management LLC$1.1M1
300SIH Partners, LLLP$1.0M1
301Vestmark Advisory Solutions, Inc.$1.0M1
302BENJAMIN EDWARDS INC$986K1
303Greenland Capital Management LP$971K1
304FACTORY MUTUAL INSURANCE CO$961K1
305Quantum Portfolio Management LLC$956K1
306QUADRANT CAPITAL GROUP LLC$944K1
307Storgate, LLC$934K1
308DIVERSIFY WEALTH MANAGEMENT, LLC$920K1
309Quadrant Private Wealth Management, LLC$897K1
310OneDigital Investment Advisors LLC$851K1
311Laird Norton Wetherby Trust Company, LLC$779K1
312Merit Financial Group, LLC$768K1
313Baader Bank Aktiengesellschaft$754K1
314BOOTHBAY FUND MANAGEMENT, LLC$735K1
315NewEdge Wealth, LLC$725K1
316Indivisible Partners$711K1
317Focus Financial Network, Inc.$707K1
318AIGEN INVESTMENT MANAGEMENT, LP$706K1
319Envestnet Portfolio Solutions, Inc.$695K1
320Metis Global Partners, LLC$692K1
321Marks Group Wealth Management, Inc$687K1
322COLDSTREAM CAPITAL MANAGEMENT INC$659K1
323Delta Investment Management, LLC$653K1
324Verdence Capital Advisors LLC$651K1
325NewEdge Advisors, LLC$644K1
326SIGNATUREFD, LLC$638K1
327FIFTH THIRD BANCORP$636K1
328Sequoia Financial Advisors, LLC$632K1
329HighVista Strategies LLC$617K1
330UniSuper Management Pty Ltd$613K1
331Kerrisdale Advisers, LLC$611K1
332Fullerton Fund Management Co Ltd.$608K1
333TD Waterhouse Canada Inc.$605K1
334CWM, LLC$586K1
335Dana Investment Advisors, Inc.$583K1
336Pinnacle Wealth Planning Services, Inc.$558K1
337FOX RUN MANAGEMENT, L.L.C.$554K1
338Verition Fund Management LLC$549K1
339Caprock Group, LLC$545K1
340Carmel Capital Partners, LLC$538K1
341Clear Harbor Asset Management, LLC$528K1
342HOHIMER WEALTH MANAGEMENT, LLC$521K1
343DAVENPORT & Co LLC$520K1
344Blueshift Asset Management, LLC$509K1
345Diversified Trust Co$508K1
346Rockefeller Capital Management L.P.$504K1
347Vise Technologies, Inc.$500K1
348Powell Investment Advisors, LLC$500K1
349Pinnacle Financial Partners, Inc.$499K1
350Institute for Wealth Management, LLC.$488K1
351IPG Investment Advisors LLC$486K1
352D.A. DAVIDSON & CO.$484K1
353WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$483K1
354Gibbs Wealth Management$481K1
355Kestra Advisory Services, LLC$454K1
356LIBERTY ONE INVESTMENT MANAGEMENT, LLC$451K1
357BALYASNY ASSET MANAGEMENT L.P.$446K1
358CLEAR WAVE WEALTH MANAGEMENT LLC$442K1
359Fairtree Asset Management (Pty) Ltd$439K1
360World Investment Advisors$406K1
361Frank, Rimerman Advisors LLC$405K1
362Granite Group Advisors, LLC$405K1
363Aspex Management (HK) Ltd$403K1
364Canvas Wealth Advisors, LLC$403K1
365SummitTX Capital, L.P.$394K1
366Arax Advisory Partners$394K1
367State of Wyoming$389K1
368PROFUND ADVISORS LLC$384K1
369EP Wealth Advisors, LLC$375K1
370Arta Finance Wealth Management LLC$366K1
371Stratos Wealth Advisors, LLC$358K1
372Cravens & Co Advisors, LLC$358K1
373Headlands Technologies LLC$355K1
374Graham Capital Management, L.P.$355K1
375Kapitalo Investimentos Ltda$353K1
376PIER 88 INVESTMENT PARTNERS LLC$348K1
377Genus Capital Management Inc.$343K1
378MOSELEY INVESTMENT MANAGEMENT INC$341K1
379Lido Advisors, LLC$340K1
380WEALTH ALLIANCE, LLC$339K1
381RITHOLTZ WEALTH MANAGEMENT$331K1
382Forefront Wealth Partners, LLC$326K1
383Summit Financial, LLC$323K1
384PRELUDE CAPITAL MANAGEMENT, LLC$321K1
385Focus Partners Wealth$321K1
386Perbak Capital Partners LLP$318K1
387Prairie Wealth Advisors, Inc.$315K1
388Summit Trail Advisors, LLC$312K1
389PRINCIPAL SECURITIES, INC.$310K1
390GC Wealth Management RIA, LLC$307K1
391GeoWealth Management, LLC$305K1
392Portside Wealth Group, LLC$304K1
393VestGen Advisors, LLC$300K1
394MOORE CAPITAL MANAGEMENT, LP$300K1
395CENTRAL TRUST Co$298K1
396Ballentine Partners, LLC$296K1
397Aaron Wealth Advisors LLC$293K1
398Advisors Asset Management, Inc.$292K1
399Concurrent Investment Advisors, LLC$286K1
400Sompo Asset Management Co., Ltd.$285K1
401Gallacher Capital Management LLC$278K1
402Aspen Grove Capital, LLC$277K1
403Meiji Yasuda Life Insurance Co$268K1
404StoneX Group Inc.$268K1
405Assenagon Asset Management S.A.$268K1
406Rare Wolf Capital LLC$253K1
407Wellington Grp LLC$253K1
408OMERS ADMINISTRATION Corp$248K1
409RBF Capital, LLC$248K1
410DELTEC ASSET MANAGEMENT LLC$248K1
411Persistent Asset Partners Ltd$248K1
412Aureus Asset Management, LLC$244K1
413EVERGREEN CAPITAL MANAGEMENT LLC$242K1
414OneAscent Financial Services LLC$239K1
415MGO ONE SEVEN LLC$239K1
416Equitable Holdings, Inc.$237K1
417Compound Planning, Inc.$237K1
418Legacy Capital Wealth Partners, LLC$236K1
419Qtron Investments LLC$234K1
420Altrafin AG$233K1
421Canal Capital Management, LLC$232K1
422Pasadena Private Wealth, LLC$232K1
423Goldstein Advisors, LLC$227K1
424ClearAlpha Technologies LP$226K1
425Westerkirk Capital Inc.$225K1
426United Advisor Group, LLC$216K1
427Ameritas Advisory Services, LLC$215K1
428Samalin Investment Counsel, LLC$215K1
429Dorsey & Whitney Trust CO LLC$212K1
430Ridgewood Investments LLC$211K1
431MANE GLOBAL CAPITAL MANAGEMENT LP$210K1
432INSIGNEO ADVISORY SERVICES, LLC$208K1
433MMBG INVESTMENT ADVISORS CO.$204K1
434Bayforest Capital Ltd$204K1
435LOOMIS SAYLES & CO L P$202K1
436AGF MANAGEMENT LTD$201K1
437Autumn Glory Partners, LLC$200K1
438Blue Trust, Inc.$200K1
439Smartleaf Asset Management LLC$187K1
440MCF Advisors LLC$186K1
441Intesa Sanpaolo S.p.A.$166K1
442WPG Advisers, LLC$163K1
443Opal Wealth Advisors, LLC$159K1
444MAI Capital Management$146K1
445SHP Wealth Management$139K1
446Steward Partners Investment Advisory, LLC$132K1
447Rakuten Securities, Inc.$122K1
448Larson Financial Group LLC$107K1
449Transamerica Financial Advisors, LLC$99.4K1
450Cetera Trust Company, N.A$97.7K1
451GUARDCAP ASSET MANAGEMENT Ltd$92.7K1
452Duquesne Family Office LLC$91.1K1
453Quaker Wealth Management, LLC$89.8K1
454Allworth Financial LP$84.7K1
455Generali Asset Management SPA SGR$73.1K1
456Manchester Capital Management LLC$68.9K1
457HM PAYSON & CO$66.2K1
458Cromwell Holdings LLC$64.4K1
459UMB Bank, n.a.$52.8K1
460ASSETMARK, INC$51.3K1
461ENTRUST FINANCIAL LLC$48.7K1
462Truvestments Capital LLC$46.6K1
463WOLVERINE ASSET MANAGEMENT LLC$39.4K1
464Wilmington Savings Fund Society, FSB$37.0K1
465NFSG Corp$33.1K1
466Grove Bank & Trust$32.1K1
467Clearstead Advisors, LLC$31.2K1
468Activest Wealth Management$27.7K1
469Global Trust Asset Management, LLC$24.8K1
470LOM Asset Management Ltd$22.8K1
471TFC Financial Management, Inc.$21.4K1
472CANADA LIFE ASSURANCE Co$18.2K1
473Purpose Unlimited Inc.$18.1K1
474Orion Capital Management LLC$16.6K1
475C WorldWide Group Holding A/S$16.0K1
476Owl Creek Wealth Partners LLC$15.7K1
477KBC Group NV$14.8K1
478Spire Wealth Management$10.4K1
479ALBION FINANCIAL GROUP /UT$8.9K1
480TD Capital Management LLC$8.9K1
481MCGUIRE CAPITAL ADVISORS INC$8.4K1
482JFS WEALTH ADVISORS, LLC$8.3K1
483Tradewinds Capital Management, LLC$8.3K1
484AMS Capital Ltda$8.3K1
485Intermede Investment Partners Ltd$7.9K1
486True Wealth Design, LLC$6.9K1
487Wealth Enhancement Trust Services, Inc.$6.1K1
488Financial Network Wealth Advisors LLC$6.1K1
489Signature Equity Partners, LLC$6.1K1
490VAN ECK ASSOCIATES CORP$5.4K1
491Parkside Financial Bank & Trust$5.3K1
492Atlantic Union Bankshares Corp$5.2K1
493Vanguard National Trust Co$5.0K1
494EVOLUTION WEALTH MANAGEMENT INC.$4.9K1
495First Pacific Financial$4.7K1
496Dogwood Wealth Management LLC$4.6K1
497Trifecta Capital Advisors, LLC$4.3K1
498DekaBank Deutsche Girozentrale$4.3K1
499Operose Advisors LLC$4.1K1
500Cassaday & Co Wealth Management LLC$4.1K1
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 / 1 sell
Congress net ($ bound)−$14.0K to $14.0K
Filers net (actions)not in build
Filers net ($ 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 SE

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for SE · financials and macro

Financials — as filed PLANNED

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