Public record / Tickers / SOLS

SOLS — Solstice Advanced Materials Inc.

Both disclosure regimes on one name: who in Congress filed about SOLS, 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
7
all PTR rows naming SOLS
Members · 12m
4
0 buys · 4 sells · by trade date
Latest PTR
09-01
filed 2026-09-01
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

Kevin Hern · $1.0K–$15.0K

Sale · traded 2026-08-05 → filed 2026-09-01. Ranked over every SOLS row by the provable lower bound, never a point estimate.

4 members · 0 buys / 4 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

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 SOLS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SOLS
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-01Kevin Hern R–OK-1Sale · JT (jointly owned)Traded 08-05 +27d$1K–$15K
2026-08-25Kelly Morrison D–MN-3Sale · SP (spouse-owned)Traded 08-11 +14d$1K–$15K
2026-07-21Alan Armstrong R–OKSaleTraded 03-24 LATE·119d$1K–$15K
2025-12-06Debbie Dingell D–MI-6SaleTraded 11-24 +12d$1K–$15K
2025-12-06Debbie Dingell D–MI-6ExchangeTraded 10-30 +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 7 ↗

Members active in SOLS

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing SOLS 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.
Debbie Dingell D–MI-64−$15.0K to −$1.0K2
Alan Armstrong R–OK1−$15.0K to −$1.0K2
Kelly Morrison D–MN-31−$15.0K to −$1.0K2
Kevin Hern R–OK-11−$15.0K to −$1.0K1

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

Congress ↔ notable managers · SOLS

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
3 Alan Armstrong R–OK, Kelly Morrison D–MN-3, Kevin Hern R–OK-1 $3K–$45K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Glenview Capital $0 held

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

Merged timeline of congressional filings and notable-manager moves on SOLS
DateWhoChangeSize
2026-09-01Kevin Hern CongressSale$1K–$15K
2026-08-25Kelly Morrison CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressSale$1K–$15K
2026-05-15Coatue Management 13Fnew+1,654,589 sh
2026-05-15Gotham Asset Management 13Fadd+48,329 sh
2026-05-15Tudor Investment Corp 13Fnew+259,800 sh
2026-05-15Moore Capital Management 13Fnew+186,000 sh
2026-05-15Duquesne Family Office 13Fnew+62,525 sh
2026-05-15Glenview Capital 13Fexit−337,266 sh

9 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 SOLS for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.1B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$604M1
3VANGUARD CAPITAL MANAGEMENT LLC$543M1
4STATE STREET CORP$379M1
5ALKEON CAPITAL MANAGEMENT LLC$279M1
6JANE STREET GROUP, LLC$231M1
7Sessa Capital IM, L.P.$214M1
8UBS Group AG$203M1
9XN LP$203M1
10MORGAN STANLEY$195M1
11FMR LLC$191M1
12TWO SIGMA INVESTMENTS, LP$187M1
13Castle Hook Partners LP$170M1
14DIMENSIONAL FUND ADVISORS LP$138M1
15COATUE MANAGEMENT LLC$126M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$120M1
17BANK OF AMERICA CORP /DE/$111M1
18NORTHERN TRUST CORP$109M1
19ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$104M1
20Point72 Asset Management, L.P.$94.3M1
21VANGUARD FIDUCIARY TRUST CO$75.1M1
22TD ASSET MANAGEMENT INC$74.3M1
23RAYMOND JAMES FINANCIAL INC$73.9M1
24Qube Research & Technologies Ltd$62.5M1
25CITADEL ADVISORS LLC$58.1M1
26Progeny 3, Inc.$55.7M1
27Kinetic Partners Management, LP$55.4M1
28Amundi$55.2M1
29AQR CAPITAL MANAGEMENT LLC$52.6M1
30ROYAL BANK OF CANADA$50.8M1
31Merewether Investment Management, LP$48.9M1
32WELLS FARGO & COMPANY/MN$48.7M1
33Pennant Investors, LP$48.4M1
34Legal & General Group Plc$46.5M1
35UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$45.6M1
36MILLENNIUM MANAGEMENT LLC$43.9M1
37Epoch Investment Partners, Inc.$41.2M1
38Invesco Ltd.$40.4M1
39Janus Henderson Group Ltd.$39.4M1
40TEACHER RETIREMENT SYSTEM OF TEXAS$38.8M1
41RENAISSANCE TECHNOLOGIES LLC$38.4M1
42DEUTSCHE BANK AG\$38.3M1
43No Street GP LP$38.1M1
44D. E. Shaw & Co., Inc.$37.1M1
45AMERICAN CENTURY COMPANIES INC$29.0M1
46PRINCIPAL FINANCIAL GROUP INC$27.1M1
47Gotham Asset Management, LLC$26.3M1
48Swiss National Bank$23.9M1
49Nuveen, LLC$23.9M1
50VANGUARD ASSET MANAGEMENT, Ltd$23.6M1
51WINTON GROUP Ltd$23.4M1
52ALLIANCEBERNSTEIN L.P.$22.9M1
53SUSQUEHANNA INTERNATIONAL GROUP, LLP$22.5M1
54BANK OF MONTREAL /CAN/$21.7M1
55Engineers Gate Manager LP$21.3M1
56EXCHANGE TRADED CONCEPTS, LLC$20.9M1
57ANCHOR CAPITAL ADVISORS LLC$20.9M1
58OCCUDO QUANTITATIVE STRATEGIES LP$20.8M1
59CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$20.2M1
60TUDOR INVESTMENT CORP ET AL$19.8M1
61FIRST TRUST ADVISORS LP$19.7M1
62Champlain Investment Partners, LLC$19.5M1
63STIFEL FINANCIAL CORP$18.9M1
64BANK OF NOVA SCOTIA$18.4M1
65Covea Finance$18.3M1
66Private Wealth Partners, LLC$18.1M1
67Focus Partners Wealth$17.1M1
68Cresset Asset Management, LLC$17.0M1
69STOREBRAND ASSET MANAGEMENT AS$16.9M1
70ING GROEP NV$16.8M1
71Hel Ved Capital Management Ltd$16.6M1
72LPL Financial LLC$15.8M1
73Ceredex Value Advisors LLC$15.7M1
74Tairen Capital Ltd$15.5M1
75Retirement Systems of Alabama$14.8M1
76One Fin Capital Management LP$14.5M1
77Voleon Capital Management LP$14.4M1
78JACOBS LEVY EQUITY MANAGEMENT, INC$14.3M1
79NEEDHAM INVESTMENT MANAGEMENT LLC$14.3M1
80MOORE CAPITAL MANAGEMENT, LP$14.2M1
81PFA Pension, Forsikringsaktieselskab$14.2M1
82OSAIC HOLDINGS, INC.$13.5M1
83Allianz Asset Management GmbH$13.1M1
84Night Squared LP$12.9M1
85FRANKLIN RESOURCES INC$12.7M1
86ELEMENT CAPITAL MANAGEMENT LLC$12.6M1
87FRONTIER CAPITAL MANAGEMENT CO LLC$12.4M1
88Aberdeen Group plc$12.2M1
89Bayberry Capital Partners LP$11.9M1
90US BANCORP \DE\$11.3M1
91SEI INVESTMENTS CO$10.5M1
92PDT Partners, LLC$10.5M1
93STATE OF WISCONSIN INVESTMENT BOARD$10.3M1
94STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$10.2M1
95ENVESTNET ASSET MANAGEMENT INC$9.7M1
96FIFTH THIRD BANCORP$9.6M1
97Sagefield Capital LP$9.5M1
98Walleye Capital LLC$9.1M1
99CASTLEARK MANAGEMENT LLC$8.6M1
100Capital Research Global Investors$8.6M1
101SALEM INVESTMENT COUNSELORS INC$8.4M1
102BW Gestao de Investimentos Ltda.$8.4M1
103MANUFACTURERS LIFE INSURANCE COMPANY, THE$8.2M1
104Quantinno Capital Management LP$8.2M1
105Mitsubishi UFJ Asset Management Co., Ltd.$8.0M1
106Creative Planning$7.5M1
107Lloyd Harbor Capital Management, LLC$7.4M1
108HSBC HOLDINGS PLC$7.3M1
109Munro Partners$7.2M1
110CITIGROUP INC$7.1M1
111MEYER HANDELMAN CO$6.4M1
112Schonfeld Strategic Advisors LLC$6.3M1
113Korea Investment CORP$6.3M1
114Kailix Advisors LLC$6.3M1
115TOCQUEVILLE ASSET MANAGEMENT L.P.$6.2M1
116Tidal Investments LLC$6.1M1
117Boussard & Gavaudan Investment Management LLP$6.0M1
118CREDIT AGRICOLE S A$6.0M1
119Vanguard Global Advisers, LLC$5.9M1
120Prospera Financial Services Inc$5.9M1
121TEMA ETFS LLC$5.9M1
122Mariner, LLC$5.9M1
123Corient Private Wealth LLC$5.7M1
124Oak Thistle LLC$5.5M1
125Wilmington Savings Fund Society, FSB$5.2M1
126CI INVESTMENTS INC.$5.2M1
127TD Waterhouse Canada Inc.$5.2M1
1281832 Asset Management L.P.$5.0M1
129MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$4.9M1
130Ensign Peak Advisors, Inc$4.8M1
131ROYAL LONDON ASSET MANAGEMENT LTD$4.8M1
132Cerity Partners LLC$4.7M1
133MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.6M1
134Heights Point Management, LP$4.6M1
135COMMONWEALTH EQUITY SERVICES, LLC$4.6M1
136Haverford Trust Co$4.5M1
137HighTower Advisors, LLC$4.5M1
138Y-Intercept (Hong Kong) Ltd$4.3M1
139BRASADA CAPITAL MANAGEMENT, LP$4.3M1
140State of New Jersey Common Pension Fund D$4.2M1
141VOYA INVESTMENT MANAGEMENT LLC$4.2M1
142Cetera Investment Advisers$4.1M1
143Rockefeller Capital Management L.P.$4.0M1
144XTX Topco Ltd$3.9M1
145GATEWAY INVESTMENT ADVISERS LLC$3.8M1
146KING LUTHER CAPITAL MANAGEMENT CORP$3.8M1
147DELTA ASSET MANAGEMENT LLC/TN$3.8M1
148Universal- Beteiligungs- und Servicegesellschaft mbH$3.8M1
149Palmer Knight Co$3.7M1
150BALYASNY ASSET MANAGEMENT L.P.$3.6M1
151Y.D. More Investments Ltd$3.6M1
152BEACONLIGHT CAPITAL, LLC$3.5M1
153GROUPAMA ASSET MANAGMENT$3.5M1
154ExodusPoint Capital Management, LP$3.5M1
155LMR Partners LLP$3.5M1
156BLAIR WILLIAM & CO/IL$3.4M1
157KP Management LLC$3.4M1
158Arizona State Retirement System$3.3M1
159APG Asset Management N.V.$3.3M1
160NOMURA ASSET MANAGEMENT CO LTD$3.2M1
161Zurcher Kantonalbank (Zurich Cantonalbank)$3.2M1
162COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.2M1
163TRUIST FINANCIAL CORP$3.1M1
164Arvin Capital Management LP$3.1M1
165CIBC WORLD MARKET INC.$3.1M1
166Coastal Bridge Advisors, LLC$3.1M1
167Vanguard Investments Australia, Ltd.$3.0M1
168Kestra Advisory Services, LLC$3.0M1
169STATE OF MICHIGAN RETIREMENT SYSTEM$2.9M1
170KEYBANK NATIONAL ASSOCIATION/OH$2.9M1
171U.S. Capital Wealth Advisors, LLC$2.8M1
172PICTON MAHONEY ASSET MANAGEMENT$2.8M1
173JOHNSON INVESTMENT COUNSEL INC$2.8M1
174Advisors Capital Management, LLC$2.8M1
175Henshaw Capital LLC$2.7M1
176SMA Capital LLC$2.7M1
177Quadrature Capital Ltd$2.7M1
178NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.7M1
179M&T BANK CORP$2.7M1
180Private Advisor Group, LLC$2.6M1
181Carnegie Investment Counsel$2.6M1
182AXQ CAPITAL, LP$2.6M1
183Lido Advisors, LLC$2.6M1
184OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.5M1
185Sanctuary Advisors, LLC$2.5M1
186Brookmont Capital Management$2.4M1
187Walleye Trading LLC$2.4M1
188Pathstone Holdings, LLC$2.3M1
189PITTENGER & ANDERSON INC$2.3M1
190PINNACLE ASSOCIATES LTD$2.2M1
191Silvant Capital Management LLC$2.2M1
192Weiss Asset Management LP$2.1M1
193DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$2.1M1
194PANAGORA ASSET MANAGEMENT INC$2.1M1
195WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.1M1
196IVC Wealth Advisors LLC$2.1M1
197USS Investment Management Ltd$2.1M1
198Advisors Asset Management, Inc.$2.0M1
199State of Wyoming$2.0M1
200Baird Financial Group, Inc.$2.0M1
201FIRST FINANCIAL BANKSHARES INC$2.0M1
202Pictet Asset Management Holding SA$2.0M1
203Utah Retirement Systems$2.0M1
204GUGGENHEIM CAPITAL LLC$2.0M1
205Independent Solutions Wealth Management, LLC$1.9M1
206KIECKHEFER GROUP LLC$1.9M1
207Fractal Investments LLC$1.9M1
208CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$1.9M1
209MWA Asset Management$1.9M1
210K2 PRINCIPAL FUND, L.P.$1.9M1
211Ionic Capital Management LLC$1.9M1
212Amitell Capital Pte Ltd$1.8M1
213CWM, LLC$1.8M1
214MERCER GLOBAL ADVISORS INC /ADV$1.8M1
215O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.8M1
216NWAM LLC$1.8M1
217BENJAMIN EDWARDS INC$1.8M1
218Advisory Resource Group$1.7M1
219MAIRS & POWER INC$1.7M1
220Vanguard Personalized Indexing Management, LLC$1.6M1
221Magnetar Financial LLC$1.6M1
222Bleakley Financial Group, LLC$1.6M1
223COMMERCE BANK$1.6M1
224Stablepoint Partners, LLC$1.5M1
225Modern Wealth Management, LLC$1.5M1
226CENTRAL TRUST Co$1.5M1
227XPONANCE LLC$1.5M1
2281ST SOURCE BANK$1.4M1
229SCOTIA CAPITAL INC.$1.4M1
230EAGLE GLOBAL ADVISORS LLC$1.4M1
231IMC-Chicago, LLC$1.4M1
232ARS Wealth Advisors Group, LLC$1.4M1
233CANADA PENSION PLAN INVESTMENT BOARD$1.4M1
234Jefferies Financial Group Inc.$1.4M1
235Polymer Capital Management (US) LLC$1.4M1
236&PARTNERS$1.4M1
237NLB Skladi, upravljanje premozenja, d.o.o.$1.3M1
238BOOTHBAY FUND MANAGEMENT, LLC$1.3M1
239NewEdge Advisors, LLC$1.3M1
240INTECH INVESTMENT MANAGEMENT LLC$1.3M1
241Patten Group, Inc.$1.3M1
242SHEETS SMITH WEALTH MANAGEMENT$1.3M1
243BROWN ADVISORY INC$1.2M1
244DAVENPORT & Co LLC$1.2M1
245IEQ CAPITAL, LLC$1.2M1
246Eurizon Capital SGR S.p.A.$1.2M1
247MAI Capital Management$1.2M1
248Meixler Investment Management, Ltd.$1.2M1
249HB Wealth Management, LLC$1.2M1
250MARINER INVESTMENT GROUP LLC$1.1M1
251Spectrum Asset Management, Inc. (NB/CA)$1.1M1
252Aventail Capital Group, LP$1.1M1
253Spartan Wealth Advisory Services LLC$1.1M1
254Dana Investment Advisors, Inc.$1.1M1
255Quantum Private Wealth, LLC$1.1M1
256Moors & Cabot, Inc.$1.1M1
257Centiva Capital, LP$1.1M1
258PARSONS CAPITAL MANAGEMENT INC/RI$1.1M1
259Beacon Pointe Advisors, LLC$1.1M1
260MIRABELLA FINANCIAL SERVICES LLP$1.1M1
261LAZARD ASSET MANAGEMENT LLC$1.1M1
262OPPENHEIMER & CO INC$1.0M1
263Sequoia Financial Advisors, LLC$1.0M1
264FIRST NATIONAL TRUST CO$1.0M1
265HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$1.0M1
266EP Wealth Advisors, LLC$1.0M1
267FEDERATED HERMES, INC.$1.0M1
268NATIONAL BANK OF CANADA /FI/$1.0M1
269CIBC Bancorp USA Inc.$996K1
270Diametric Capital, LP$995K1
271Allworth Financial LP$991K1
272Penobscot Investment Management Company, Inc.$988K1
273NewEdge Wealth, LLC$983K1
274Marex Group Ltd$979K1
275CLIFFORD SWAN INVESTMENT COUNSEL LLC$975K1
276UMB Bank, n.a.$951K1
277Steward Partners Investment Advisory, LLC$947K1
278IAMS WEALTH MANAGEMENT, LLC$928K1
279Pinnacle Financial Partners, Inc.$927K1
280Tower Research Capital LLC (TRC)$908K1
281SECURIAN ASSET MANAGEMENT, INC$891K1
282Federation des caisses Desjardins du Quebec$887K1
283EntryPoint Capital, LLC$869K1
284MML INVESTORS SERVICES, LLC$866K1
285Leo Wealth, LLC$858K1
286FLAGSHIP HARBOR ADVISORS, LLC$851K1
287BAXTER BROS INC$850K1
288FIDUCIARY TRUST CO$839K1
289IHT Wealth Management, LLC$832K1
290REGIONS FINANCIAL CORP$826K1
291Aquatic Capital Management LLC$824K1
292Concentric Capital Strategies, LP$809K1
293Swiss Life Asset Management Ltd$781K1
294Concurrent Investment Advisors, LLC$779K1
295K.J. Harrison & Partners Inc$762K1
296KESTRA PRIVATE WEALTH SERVICES, LLC$758K1
297Diversified Trust Co$755K1
298Merit Financial Group, LLC$739K1
299PRUDENTIAL FINANCIAL INC$736K1
300POTOMAC FUND MANAGEMENT INC /ADV$732K1
301MARCO INVESTMENT MANAGEMENT LLC$726K1
302Equitable Holdings, Inc.$721K1
303Werlinich Asset Management, LLC$714K1
304Catalyst Capital Advisors LLC$710K1
305ABN AMRO Bank N.V.$707K1
306D.A. DAVIDSON & CO.$698K1
307Composition Wealth, LLC$686K1
308CITIZENS FINANCIAL GROUP INC/RI$685K1
309BEACON INVESTMENT ADVISORY SERVICES, INC.$671K1
310Bryn Mawr Trust Advisors, LLC$656K1
311Apollon Wealth Management, LLC$648K1
312Summit Trail Advisors, LLC$640K1
313Waverly Advisors, LLC$635K1
314GRIFFIN ASSET MANAGEMENT, INC.$619K1
315Chesley Taft & Associates LLC$615K1
316Machina Capital S.A.S.$611K1
317UNITED CAPITAL FINANCIAL ADVISORS, LLC$605K1
318Maryland State Retirement & Pension System$604K1
319DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$596K1
320WHITENER CAPITAL MANAGEMENT, INC.$592K1
321CHOREO, LLC$591K1
322FLPUTNAM INVESTMENT MANAGEMENT CO$587K1
323BECKER CAPITAL MANAGEMENT INC$585K1
324J.W. COLE ADVISORS, INC.$585K1
325Caitong International Asset Management Co., Ltd$580K1
326Cherry Creek Investment Advisors, Inc.$578K1
327Crescent Sterling, Ltd.$546K1
328World Investment Advisors$545K1
329ASSOCIATED BANC-CORP$542K1
330Stratos Wealth Partners, LTD.$536K1
331First Nebraska Trust Co$533K1
332EVERGREEN CAPITAL MANAGEMENT LLC$531K1
333Quilter Plc$526K1
334Wealthfront Advisers LLC$520K1
335Pathway Financial Advisors LLC$518K1
336Holocene Advisors, LP$506K1
337Snowden Capital Advisors LLC$505K1
338SEARLE & CO.$501K1
339NOMURA HOLDINGS INC$490K1
340Man Group plc$489K1
341STEPHENS INC /AR/$485K1
342ProShare Advisors LLC$485K1
343Hilltop Holdings Inc.$482K1
344Blue Trust, Inc.$473K1
345OMERS ADMINISTRATION Corp$466K1
346Pacific Point Advisors, LLC$457K1
347PATTEN & PATTEN INC/TN$456K1
348DAYMARK WEALTH PARTNERS, LLC$454K1
349Pinpoint Asset Management (Singapore) Pte. Ltd.$451K1
350Lotus Technology Management, LP$450K1
351Savant Capital, LLC$446K1
352Focus Partners Advisor Solutions, LLC$441K1
353GARRISON POINT ADVISORS, LLC$439K1
354SHELTON CAPITAL MANAGEMENT$437K1
355Crossmark Global Holdings, Inc.$435K1
356Maridea Wealth Management LLC$434K1
357AE Wealth Management LLC$434K1
358MGO ONE SEVEN LLC$426K1
359RITHOLTZ WEALTH MANAGEMENT$422K1
360Shay Capital LLC$419K1
361Empirical Finance, LLC$418K1
362Summit Financial, LLC$416K1
363Compagnie Lombard Odier SCmA$414K1
364Moran Wealth Management, LLC$412K1
365HOWE & RUSLING INC$411K1
366NorthCrest Asset Manangement, LLC$406K1
367HAMEL ASSOCIATES, INC.$403K1
368CIBC Asset Management Inc$403K1
369INSIGNEO ADVISORY SERVICES, LLC$399K1
370Ballentine Partners, LLC$398K1
371Bragg Financial Advisors, Inc$398K1
372SCHRODER INVESTMENT MANAGEMENT GROUP$398K1
373FIRST NATIONAL BANK OF OMAHA$397K1
374Callan Family Office, LLC$396K1
375ARS Investment Partners, LLC$396K1
376Kerrisdale Advisers, LLC$394K1
377PETTYJOHN, WOOD & WHITE, INC$390K1
378LaFleur & Godfrey LLC$382K1
379Whalen Wealth Management Inc.$382K1
380Q Fund Management (Hong Kong) Ltd$381K1
381OPPENHEIMER ASSET MANAGEMENT INC.$372K1
382Verition Fund Management LLC$372K1
383DOVER ADVISORS, LLC$372K1
384Atria Investments, Inc$369K1
385Stanley-Laman Group, Ltd.$364K1
386KANAWHA CAPITAL MANAGEMENT LLC$359K1
387Aptus Capital Advisors, LLC$357K1
388KILEY JUERGENS WEALTH MANAGEMENT, LLC$357K1
389North Dakota State Investment Board$354K1
390Archford Capital Strategies, LLC$352K1
391Shepherd Financial Partners LLC$348K1
392Intellectus Partners, LLC$343K1
393GREAT VALLEY ADVISOR GROUP, INC.$343K1
394AMG National Trust Bank$343K1
395SILVER OAK SECURITIES, INCORPORATED$338K1
396Mesirow Financial Investment Management, Inc.$336K1
397Global Endowment Management, LP$333K1
398Perigon Wealth Management, LLC$331K1
399QUADRANT CAPITAL GROUP LLC$327K1
400Great Waters Wealth Management$322K1
401Farmers & Merchants Trust Co of Long Beach$319K1
402Bouvel Investment Partners, LLC$315K1
403Wealthcare Advisory Partners LLC$315K1
404FULCRUM WEALTH ADVISORS, LLC$314K1
405NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$309K1
406Vident Advisory, LLC$308K1
407PFG Investments, LLC$308K1
408FIRST MANHATTAN CO. LLC.$307K1
409Essex Financial Services, Inc.$305K1
410Axiom Investment Management LLC$304K1
411TWO SIGMA SECURITIES, LLC$302K1
412Leisure Capital Management$301K1
413Laird Norton Wetherby Trust Company, LLC$300K1
414Family Manage LLC$300K1
415Integrated Advisors Network LLC$294K1
416Wealthspire Advisors, LLC$294K1
417Clear Harbor Asset Management, LLC$293K1
418TCI Wealth Advisors, Inc.$292K1
419Americana Partners, LLC$290K1
420HANCOCK WHITNEY CORP$289K1
421Glenview Trust Co$288K1
422Congress Park Capital LLC$285K1
423Independent Advisor Alliance$284K1
424MISSION WEALTH MANAGEMENT, LP$283K1
425IronBridge Private Wealth, LLC$282K1
426Revere Asset Management, Inc$282K1
427VestGen Advisors, LLC$282K1
428Costello Asset Management, INC$280K1
429Meiji Yasuda Asset Management Co Ltd.$279K1
430Ashton Thomas Private Wealth, LLC$277K1
431CHICAGO TRUST Co NA$276K1
432HEADINVEST, LLC$276K1
433AVITY INVESTMENT MANAGEMENT INC.$275K1
434Focus Financial Network, Inc.$270K1
435Claro Advisors Inc.$268K1
436Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$265K1
437HUB Investment Partners, LLC$265K1
438PROFUND ADVISORS LLC$264K1
439Harbour Capital Advisors, LLC$263K1
440SummitTX Capital, L.P.$263K1
441Verdence Capital Advisors LLC$262K1
442BNP Paribas Asset Management Holding S.A.$260K1
443TOTH FINANCIAL ADVISORY CORP$260K1
444MONEY CONCEPTS CAPITAL CORP$260K1
445Mayflower Financial Advisors, LLC$258K1
446Lighthouse Investment Partners, LLC$255K1
447SANDLER CAPITAL MANAGEMENT$254K1
448PRELUDE CAPITAL MANAGEMENT, LLC$252K1
449MONTAG A & ASSOCIATES INC$244K1
450SAGE RHINO CAPITAL LLC$244K1
451QRG CAPITAL MANAGEMENT, INC.$242K1
452Brookstone Capital Management$241K1
453Waldron Private Wealth LLC$240K1
454Evercore Wealth Management, LLC$238K1
455Regal Investment Advisors LLC$238K1
456B. Riley Wealth Advisors, Inc.$238K1
457Zhang Financial LLC$236K1
458WEBSTER BANK, N. A.$233K1
459Bank Julius Baer & Co. Ltd, Zurich$231K1
460Indivisible Partners$230K1
461Empowered Funds, LLC$229K1
462Redhawk Wealth Advisors, Inc.$228K1
463Clayton Partners LLC$227K1
464COLDSTREAM CAPITAL MANAGEMENT INC$227K1
465NEOS Investment Management LLC$225K1
466SIGNATUREFD, LLC$224K1
467Venture Visionary Partners LLC$224K1
468Larson Financial Group LLC$224K1
469Roundview Capital LLC$223K1
470McGuire Investment Group, LLC$222K1
471Kovack Advisors, Inc.$221K1
472Freestone Capital Holdings, LLC$220K1
473MOODY NATIONAL BANK TRUST DIVISION$219K1
474LIGHTHOUSE FINANCIAL SERVICES INC /ADV$219K1
475Chicago Partners Investment Group LLC$219K1
476Meeder Advisory Services, Inc.$218K1
477CVFG LLC$218K1
478SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$216K1
479CHILTON CAPITAL MANAGEMENT LLC$214K1
480Cerro Pacific Wealth Advisors LLC$214K1
481Clear Creek Financial Management, LLC$211K1
482Aviance Capital Partners, LLC$209K1
483OneDigital Investment Advisors LLC$208K1
484Silphium Asset Management Ltd$206K1
485Kingsview Wealth Management, LLC$205K1
486Johnson Financial Group, Inc.$203K1
487Parisi Gray Wealth Management$203K1
488BigSur Wealth Management LLC$202K1
489Modera Wealth Management, LLC$202K1
490MOSELEY INVESTMENT MANAGEMENT INC$201K1
491BROWN, LISLE/CUMMINGS, INC.$199K1
492Quarry LP$196K1
493INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$188K1
494HM PAYSON & CO$182K1
495EASTERN BANK$169K1
496Smartleaf Asset Management LLC$164K1
497Clearstead Advisors, LLC$164K1
498MCF Advisors LLC$164K1
499JFS WEALTH ADVISORS, LLC$157K1
500PFS Partners, LLC$154K1
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 / 4 sell
Congress net ($ bound)−$60.0K to −$4.0K
Filers net (actions)not in build
Filers net ($ 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 SOLS

RETAINED WINDOW · ACTIVE HITS
Signal hits naming SOLS
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against3 hits

Every rule, with its definition →

Planned modules for SOLS · financials and macro

Financials — as filed PLANNED

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