Public record / Tickers / SOLV

SOLV — Solventum Corp

Both disclosure regimes on one name: who in Congress filed about SOLV, 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
6
all PTR rows naming SOLV
Members · 12m
2
1 buys · 1 sells · by trade date
Latest PTR
08-05
filed 2026-08-05
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

J. French Hill · $15.0K–$50.0K

Sale · traded 2025-12-31 → filed 2026-01-23. Ranked over every SOLV row by the provable lower bound, never a point estimate.

2 members · 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.

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

4 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. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SOLV · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SOLV
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Tommy Tuberville R–ALSale · JT (jointly owned)Traded 2024-05-03 LATE·824d$1K–$15Kamendment pending
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-01-23J. French Hill R–AR-2SaleTraded 2025-12-31 +23d$15K–$50K
2025-02-21Ron Wyden D–ORSale · SP (spouse-owned)Traded 02-06 +15d$1K–$15K
2025-02-12Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 01-15 +28d$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 6 ↗

Members active in SOLV

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing SOLV 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.
Alan Armstrong R–OK1$1.0K to $15.0K2
J. French Hill R–AR-21−$50.0K to −$15.0K2

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

Congress ↔ notable managers · SOLV

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

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
1 Tommy Tuberville R–AL $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $40.7M held
Trimming
1 Bridgewater Associates $221K held

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

Merged timeline of congressional filings and notable-manager moves on SOLV
DateWhoChangeSize
2026-08-05Tommy Tuberville CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+331,525 sh
2026-05-15Bridgewater Associates 13Ftrim−9,932 sh

4 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 SOLV for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1Independent Franchise Partners LLP$1.0B1
2BlackRock, Inc.$684M1
3VANGUARD CAPITAL MANAGEMENT LLC$627M1
4TRIAN FUND MANAGEMENT, L.P.$538M1
5STATE STREET CORP$418M1
6VANGUARD PORTFOLIO MANAGEMENT LLC$417M1
7GEODE CAPITAL MANAGEMENT, LLC$309M1
8Boston Partners$256M1
9Invesco Ltd.$247M1
10STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$135M1
11Madison Avenue Partners, LP$122M1
12FMR LLC$122M1
13MORGAN STANLEY$115M1
14NORTHERN TRUST CORP$101M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$99.2M1
16BANK OF AMERICA CORP /DE/$93.6M1
17RAYMOND JAMES FINANCIAL INC$59.9M1
18ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$57.7M1
19Ruffer LLP$56.3M1
20VANGUARD FIDUCIARY TRUST CO$54.2M1
21EQUITY INVESTMENT CORP$50.7M1
22DIMENSIONAL FUND ADVISORS LP$50.6M1
23UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$50.4M1
24AQR CAPITAL MANAGEMENT LLC$47.2M1
25DEUTSCHE BANK AG\$46.1M1
26HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$45.3M1
27NUANCE INVESTMENTS, LLC$43.8M1
28UBS Group AG$41.3M1
29Gotham Asset Management, LLC$40.7M1
30CITADEL ADVISORS LLC$39.1M1
31ANCHOR CAPITAL ADVISORS LLC$38.5M1
32Legal & General Group Plc$38.4M1
33MILLENNIUM MANAGEMENT LLC$35.3M1
34Swiss National Bank$29.9M1
35PZENA INVESTMENT MANAGEMENT LLC$28.7M1
36US BANCORP \DE\$28.1M1
37Invenomic Capital Management LP$26.2M1
38HBK INVESTMENTS L P$25.3M1
39Nuveen, LLC$25.0M1
40Assenagon Asset Management S.A.$23.7M1
41Philosophy Capital Management LLC$23.3M1
42Grantham, Mayo, Van Otterloo & Co. LLC$22.8M1
43ROYAL BANK OF CANADA$22.7M1
44TERRIL BROTHERS, INC.$22.5M1
45Mitsubishi UFJ Asset Management Co., Ltd.$22.1M1
46FIRST TRUST ADVISORS LP$21.8M1
47Amundi$21.5M1
48ENVESTNET ASSET MANAGEMENT INC$21.5M1
49WESTWOOD HOLDINGS GROUP INC$21.2M1
50Vanguard Global Advisers, LLC$20.5M1
51LONE PEAK GLOBAL INVESTORS LLC$20.4M1
52PRUDENTIAL FINANCIAL INC$19.1M1
53CLARK ESTATES INC/NY$18.9M1
54WELLS FARGO & COMPANY/MN$18.3M1
55QVIDTVM Management LLC$17.3M1
56CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$16.1M1
57SEI INVESTMENTS CO$15.7M1
58ALLIANCEBERNSTEIN L.P.$14.8M1
59HSBC HOLDINGS PLC$14.7M1
60Allianz Asset Management GmbH$13.4M1
61PRINCIPAL FINANCIAL GROUP INC$11.0M1
62ExodusPoint Capital Management, LP$10.7M1
63STOREBRAND ASSET MANAGEMENT AS$10.0M1
64Quantinno Capital Management LP$10.0M1
65STIFEL FINANCIAL CORP$9.9M1
66D. E. Shaw & Co., Inc.$9.5M1
67CITIGROUP INC$9.2M1
68ADAGE CAPITAL PARTNERS GP, L.L.C.$9.1M1
69Freestone Grove Partners LP$8.6M1
70STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$8.4M1
71PARSONS CAPITAL MANAGEMENT INC/RI$8.2M1
72AVIVA PLC$7.8M1
73Newport Trust Company, LLC$7.7M1
74INVESTMENT MANAGEMENT ASSOCIATES INC /ADV$7.7M1
75BANK OF MONTREAL /CAN/$7.6M1
76Strong Tower Advisory Services$7.4M1
77MANUFACTURERS LIFE INSURANCE COMPANY, THE$6.9M1
78Kiltearn Partners LLP$6.7M1
79Robeco Institutional Asset Management B.V.$6.0M1
80LPL Financial LLC$5.9M1
81Brevan Howard Capital Management LP$5.6M1
82Pictet Asset Management Holding SA$5.6M1
83CIBC Bancorp USA Inc.$5.5M1
84DANSKE BANK A/S$5.5M1
85STATE OF WISCONSIN INVESTMENT BOARD$5.5M1
86Mariner, LLC$5.3M1
87Man Group plc$5.2M1
88VANGUARD ASSET MANAGEMENT, Ltd$5.1M1
89BRASADA CAPITAL MANAGEMENT, LP$5.1M1
90Chevy Chase Trust Holdings, LLC$4.8M1
91Vanguard Investments Australia, Ltd.$4.7M1
92MAIRS & POWER INC$4.7M1
93NEW YORK STATE COMMON RETIREMENT FUND$4.7M1
94Susquehanna Portfolio Strategies, LLC$4.7M1
95SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.6M1
96FIFTH THIRD BANCORP$4.4M1
97Vinva Investment Management Ltd$4.3M1
98Asset Management One Co., Ltd.$4.3M1
99EDGEWOOD MANAGEMENT LLC$4.2M1
100KLP KAPITALFORVALTNING AS$4.0M1
101Federation des caisses Desjardins du Quebec$4.0M1
102ZACKS INVESTMENT MANAGEMENT$4.0M1
103SEIZERT CAPITAL PARTNERS, LLC$4.0M1
104NOMURA ASSET MANAGEMENT CO LTD$3.7M1
105INVESTMENT HOUSE LLC$3.6M1
106Mubadala Investment Co PJSC$3.5M1
107Advisors Capital Management, LLC$3.5M1
108State of New Jersey Common Pension Fund D$3.3M1
109Atom Investors LP$3.2M1
110Tredje AP-fonden$3.2M1
111Creative Planning$3.2M1
112Universal- Beteiligungs- und Servicegesellschaft mbH$3.1M1
113Railway Pension Investments Ltd$3.1M1
114Resona Asset Management Co.,Ltd.$3.1M1
115Cetera Investment Advisers$3.0M1
116TORONTO DOMINION BANK$2.9M1
117MACKENZIE FINANCIAL CORP$2.8M1
118Arizona State Retirement System$2.8M1
119CAMBIAR INVESTORS LLC$2.8M1
120NATIONAL BANK OF CANADA /FI/$2.7M1
121STATE OF MICHIGAN RETIREMENT SYSTEM$2.7M1
122CREDIT AGRICOLE S A$2.7M1
123Corient Private Wealth LLC$2.7M1
124Czech National Bank$2.6M1
125TD ASSET MANAGEMENT INC$2.6M1
126Dorsey & Whitney Trust CO LLC$2.5M1
127NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.5M1
128OSAIC HOLDINGS, INC.$2.4M1
129National Pension Service$2.4M1
130FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$2.4M1
131CIBC Asset Management Inc$2.4M1
132Zurcher Kantonalbank (Zurich Cantonalbank)$2.4M1
133Swedbank AB$2.3M1
134TRUIST FINANCIAL CORP$2.3M1
135MetLife Investment Management, LLC$2.2M1
136COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.2M1
137WELLINGTON MANAGEMENT GROUP LLP$2.2M1
138Swiss Life Asset Management Ltd$2.2M1
139Illinois Municipal Retirement Fund$2.2M1
140KEYBANK NATIONAL ASSOCIATION/OH$2.1M1
141Janus Henderson Group Ltd.$2.1M1
142&PARTNERS$2.1M1
143VOYA INVESTMENT MANAGEMENT LLC$2.1M1
144Sanctuary Advisors, LLC$2.1M1
145COMMONWEALTH EQUITY SERVICES, LLC$2.1M1
146M&T BANK CORP$2.1M1
147Retirement Systems of Alabama$2.0M1
148SEB Asset Management AB$2.0M1
149Tidal Investments LLC$2.0M1
150HighTower Advisors, LLC$2.0M1
151Mirae Asset Global Investments Co., Ltd.$2.0M1
152WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.9M1
153IFM Investors Pty Ltd$1.9M1
154Woodline Partners LP$1.9M1
155Cerity Partners LLC$1.9M1
156DnB Asset Management AS$1.8M1
157TCTC Holdings, LLC$1.8M1
158JT Stratford LLC$1.8M1
159Eurizon Capital SGR S.p.A.$1.8M1
160XPONANCE LLC$1.8M1
161Korea Investment CORP$1.8M1
162Linden Thomas Advisory Services, LLC$1.8M1
163UniSuper Management Pty Ltd$1.7M1
164Daiwa Securities Group Inc.$1.7M1
165Coastal Bridge Advisors, LLC$1.6M1
166Philip James Wealth Mangement, LLC$1.6M1
167Utah Retirement Systems$1.6M1
168Orion Porfolio Solutions, LLC$1.5M1
169ProShare Advisors LLC$1.5M1
170PUBLIC SECTOR PENSION INVESTMENT BOARD$1.5M1
171Mitsubishi UFJ Trust & Banking Corp$1.5M1
172FIL Ltd$1.5M1
173Rakuten Investment Management, Inc.$1.4M1
174FRANKLIN RESOURCES INC$1.4M1
175BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.4M1
176Y-Intercept (Hong Kong) Ltd$1.4M1
177BANK OF NOVA SCOTIA$1.4M1
178NEOS Investment Management LLC$1.4M1
179NATIXIS$1.4M1
180Sumitomo Mitsui DS Asset Management Company, Ltd$1.4M1
181Pacific Capital Partners Ltd$1.4M1
182CIBC WORLD MARKET INC.$1.3M1
183MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.3M1
184Vanguard Personalized Indexing Management, LLC$1.3M1
185BROWN ADVISORY INC$1.3M1
186NISSAY ASSET MANAGEMENT CORP /JAPAN$1.3M1
187Beacon Pointe Advisors, LLC$1.3M1
188TEACHER RETIREMENT SYSTEM OF TEXAS$1.3M1
189Mediolanum International Funds Ltd$1.2M1
190Aberdeen Group plc$1.2M1
191Sequoia Financial Advisors, LLC$1.2M1
192Focus Partners Wealth$1.2M1
193MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.2M1
194Calamos Advisors LLC$1.2M1
195Atria Investments, Inc$1.1M1
196LAZARD ASSET MANAGEMENT LLC$1.1M1
197Factorial Partners, LLC$1.1M1
198OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.1M1
199Private Advisor Group, LLC$1.1M1
200Elo Mutual Pension Insurance Co$1.1M1
201WORLDQUANT MILLENNIUM ADVISORS LLC$1.1M1
202OP Asset Management Ltd$1.1M1
203Osmosis Investment Management UK Ltd$1.0M1
204MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.0M1
205SilverOak Wealth Management LLC$1.0M1
206MRP Capital Investments, LLC$1.0M1
207Cypress Capital Group$991K1
208FOX RUN MANAGEMENT, L.L.C.$955K1
209CWM, LLC$950K1
210Havemeyer Place LP$942K1
211NORDEA INVESTMENT MANAGEMENT AB$932K1
212MERCER GLOBAL ADVISORS INC /ADV$928K1
213COMMERCE BANK$920K1
214Twin Tree Management, LP$875K1
215BNP Paribas Asset Management Holding S.A.$852K1
216Savant Capital, LLC$844K1
217CHOREO, LLC$826K1
218Ensign Peak Advisors, Inc$800K1
219Snowden Capital Advisors LLC$792K1
220Pathstone Holdings, LLC$782K1
221Jefferies Financial Group Inc.$780K1
222Wilmington Savings Fund Society, FSB$773K1
223Rafferty Asset Management, LLC$744K1
224MIRABELLA FINANCIAL SERVICES LLP$729K1
225Investment Management Corp of Ontario$729K1
226WASHINGTON CAPITAL MANAGEMENT, INC$727K1
227OCCUDO QUANTITATIVE STRATEGIES LP$725K1
228Meiji Yasuda Asset Management Co Ltd.$722K1
229Schonfeld Strategic Advisors LLC$713K1
230KESTRA PRIVATE WEALTH SERVICES, LLC$708K1
231Kestra Advisory Services, LLC$697K1
232AMERICAN CENTURY COMPANIES INC$696K1
233Baird Financial Group, Inc.$694K1
234MACQUARIE GROUP LTD$686K1
235SKBA CAPITAL MANAGEMENT LLC$649K1
236Englebert Financial Advisers, LLC$639K1
237Laird Norton Wetherby Trust Company, LLC$638K1
238Buckley Wealth Management, LLC$634K1
239GATEWAY INVESTMENT ADVISERS LLC$609K1
240HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$605K1
241O'SHAUGHNESSY ASSET MANAGEMENT, LLC$595K1
242NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$588K1
243B. Metzler seel. Sohn & Co. AG$586K1
244Lido Advisors, LLC$583K1
245MIZUHO SECURITIES USA LLC$582K1
246Norinchukin Bank, The$577K1
247Focus Financial Network, Inc.$574K1
248Blueshift Asset Management, LLC$562K1
249Ethic Inc.$560K1
250Uncommon Cents Investing LLC$555K1
251Accredited Investors Inc.$546K1
252Dai-ichi Life Insurance Company, Ltd$541K1
253Canvas Wealth Advisors, LLC$538K1
254APG Asset Management N.V.$514K1
255BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$505K1
256BEACON INVESTMENT ADVISORY SERVICES, INC.$486K1
257Radnor Capital Management, LLC$485K1
258REGIONS FINANCIAL CORP$481K1
259Hickory Point Bank & Trust$480K1
260Pine Valley Investments Ltd Liability Co$478K1
261Mirador Capital Partners LP$470K1
262JACOBS LEVY EQUITY MANAGEMENT, INC$468K1
263SCHRODER INVESTMENT MANAGEMENT GROUP$456K1
264PRUDENTIAL PLC$455K1
265MAI Capital Management$455K1
266Blue Trust, Inc.$453K1
267Maryland State Retirement & Pension System$450K1
268ELEVATION POINT WEALTH PARTNERS, LLC$448K1
269RETIREMENT CAPITAL STRATEGIES$446K1
270FIDUCIARY TRUST CO$441K1
271NewEdge Advisors, LLC$438K1
272OMERS ADMINISTRATION Corp$438K1
273CANADA PENSION PLAN INVESTMENT BOARD$438K1
274TOKIO MARINE ASSET MANAGEMENT CO LTD$429K1
275Wellington Grp LLC$428K1
276Allspring Global Investments Holdings, LLC$427K1
277BLAIR WILLIAM & CO/IL$416K1
278State of Wyoming$416K1
279DKRT Investments Corp.$408K1
280UNITED CAPITAL FINANCIAL ADVISORS, LLC$404K1
281Neo Ivy Capital Management$399K1
282MUFG Securities EMEA plc$395K1
283BECKER CAPITAL MANAGEMENT INC$395K1
284D.A. DAVIDSON & CO.$394K1
285Summit Trail Advisors, LLC$394K1
286Crossmark Global Holdings, Inc.$393K1
287JOHNSON INVESTMENT COUNSEL INC$389K1
2881ST SOURCE BANK$383K1
289SALEM INVESTMENT COUNSELORS INC$379K1
290Saudi Central Bank$376K1
291Pinnacle Financial Partners, Inc.$370K1
292CENTRAL TRUST Co$367K1
293Great Waters Wealth Management$367K1
294Landmark Wealth Management, LLC$361K1
295ABN AMRO INVESTMENT SOLUTIONS$360K1
296Vestmark Advisory Solutions, Inc.$355K1
297OPPENHEIMER ASSET MANAGEMENT INC.$355K1
298DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$353K1
299Rockefeller Capital Management L.P.$351K1
300SNS Financial Group, LLC$338K1
301E Fund Management Co., Ltd.$333K1
302Leverty Financial Group, LLC$329K1
303E. Ohman J:or Asset Management AB$327K1
304MML INVESTORS SERVICES, LLC$324K1
305Empirical Finance, LLC$320K1
306GWN SECURITIES INC.$315K1
307DIVERSIFY WEALTH MANAGEMENT, LLC$312K1
308Allworth Financial LP$310K1
309NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$308K1
310Cresset Asset Management, LLC$307K1
311Lakeside Advisors, INC.$303K1
312Tradition Wealth Management, LLC$303K1
313Savvy Advisors, Inc.$297K1
314Stratos Wealth Partners, LTD.$297K1
315COLDSTREAM CAPITAL MANAGEMENT INC$294K1
316Perigon Wealth Management, LLC$291K1
317AE Wealth Management LLC$290K1
318Siemens Fonds Invest GmbH$290K1
319Haverford Trust Co$285K1
320OneDigital Investment Advisors LLC$283K1
321Glenview Trust Co$282K1
322North Dakota State Investment Board$282K1
323Meiji Yasuda Life Insurance Co$281K1
324HB Wealth Management, LLC$280K1
325DRW Securities, LLC$280K1
326Metis Global Partners, LLC$279K1
327BAXTER BROS INC$277K1
328Larson Financial Group LLC$270K1
329Generali Asset Management SPA SGR$269K1
330Wescott Financial Advisory Group, LLC$261K1
331SECURIAN ASSET MANAGEMENT, INC$259K1
332DSG Capital Advisors, LLC$258K1
333ROBERTS GLORE & CO INC /IL/$258K1
334Patriot Financial Group Insurance Agency, LLC$258K1
335Squarepoint Ops LLC$256K1
336OLD NATIONAL BANCORP /IN/$254K1
337Kennondale Capital Management LLC$251K1
338GREAT VALLEY ADVISOR GROUP, INC.$250K1
339PFG Investments, LLC$250K1
340EP Wealth Advisors, LLC$247K1
341ADVISORTRUST PARTNERS, LLC$245K1
342UMB Bank, n.a.$243K1
343Clearbridge Investments, LLC$242K1
344Koshinski Asset Management, Inc.$242K1
345Equitable Holdings, Inc.$240K1
346Portside Wealth Group, LLC$238K1
347Wealthfront Advisers LLC$234K1
348Apollon Wealth Management, LLC$234K1
349Moran Wealth Management, LLC$233K1
350AlTi Global, Inc.$232K1
351Merit Financial Group, LLC$231K1
352Argyle Capital Management, LLC$231K1
353B. Riley Wealth Advisors, Inc.$230K1
354XTX Topco Ltd$229K1
355J.W. COLE ADVISORS, INC.$228K1
356Purus Wealth Management, LLC$227K1
357HOWE & RUSLING INC$221K1
358Bridgewater Associates, LP$221K1
359Apriem Advisors$221K1
360Waverly Advisors, LLC$217K1
361Vident Advisory, LLC$214K1
362DAVENPORT & Co LLC$211K1
363EVERGREEN CAPITAL MANAGEMENT LLC$210K1
364Sowell Financial Services LLC$208K1
365Clearstead Advisors, LLC$208K1
366ARMSTRONG HENRY H ASSOCIATES INC$207K1
367Allred Capital Management, LLC$206K1
368Centiva Capital, LP$203K1
369Capital Investment Advisors, LLC$201K1
370Walleye Capital LLC$199K1
371Financial Perspectives, Inc$172K1
372Tower Research Capital LLC (TRC)$159K1
373Investors Research Corp$158K1
374Steward Partners Investment Advisory, LLC$157K1
375HighMark Wealth Management LLC$156K1
376Rudius Management LP$154K1
377Cetera Trust Company, N.A$153K1
378FARMERS & MERCHANTS INVESTMENTS INC$149K1
379Luken Investment Analytics, LLC$118K1
380TFC Financial Management, Inc.$111K1
381HM PAYSON & CO$108K1
382TD Waterhouse Canada Inc.$106K1
383Bank Julius Baer & Co. Ltd, Zurich$103K1
384MATHER GROUP, LLC.$99.1K1
385PKO Investment Management Joint-Stock Co$98.0K1
386MONTAG A & ASSOCIATES INC$97.9K1
387QUADRANT CAPITAL GROUP LLC$93.9K1
388Cherry Tree Wealth Management, LLC$93.2K1
389Cassaday & Co Wealth Management LLC$74.6K1
390CHELSEA COUNSEL CO$74.5K1
391EXCHANGE TRADED CONCEPTS, LLC$73.7K1
392COUNTRY TRUST BANK$73.5K1
393EASTERN BANK$73.0K1
394Geneos Wealth Management Inc.$72.7K1
395TEMA ETFS LLC$72.3K1
396Ritter Daniher Financial Advisory LLC / DE$68.4K1
397INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$63.8K1
398Deseret Mutual Benefit Administrators$60.6K1
399Arax Advisory Partners$60.3K1
400Parkside Financial Bank & Trust$59.7K1
401DT Investment Partners, LLC$59.1K1
402SUMMIT SECURITIES GROUP LLC$56.6K1
403HFM Investment Advisors, LLC$56.0K1
404Bell Investment Advisors, Inc$52.2K1
405WEBSTER BANK, N. A.$51.6K1
406DUNCKER STREETT & CO INC$51.2K1
407Avalon Trust Co$49.0K1
408Key FInancial Inc$47.5K1
409Asset Dedication, LLC$46.6K1
410BROWN, LISLE/CUMMINGS, INC.$44.9K1
411Gladwyn Financial Advisors, Inc.$44.8K1
412Manchester Capital Management LLC$44.0K1
413OSSIAM$44.0K1
414Center for Financial Planning, Inc.$43.7K1
415Smartleaf Asset Management LLC$43.0K1
416KBC Group NV$41.3K1
417Costello Asset Management, INC$39.2K1
418GHP Investment Advisors, Inc.$36.6K1
419SIGNATUREFD, LLC$36.3K1
420Aster Capital Management (DIFC) Ltd$35.7K1
421Financial Network Wealth Advisors LLC$34.8K1
422Twin Lakes Capital Management, LLC$34.7K1
423SITTNER & NELSON, LLC$32.5K1
424Triumph Capital Management$28.4K1
425CDKV HOLDINGS LLC$28.4K1
426Caldwell Trust Co$28.3K1
427Transamerica Financial Advisors, LLC$28.3K1
428Bangor Savings Bank$28.1K1
429ACADIAN ASSET MANAGEMENT LLC$28.0K1
430MV CAPITAL MANAGEMENT, INC.$27.8K1
431CONSULTIVA WEALTH MANAGEMENT, CORP.$27.8K1
432BARRETT & COMPANY, INC.$27.6K1
433IMG Wealth Management, Inc.$26.9K1
434CVA Family Office, LLC$26.8K1
435Addison Advisors LLC$26.2K1
436CNB Bank$26.1K1
437Clearstead Trust, LLC$25.9K1
438Pinnacle Bancorp, Inc.$25.7K1
439Clarity Asset Management, Inc.$25.1K1
440ASSETMARK, INC$24.9K1
441Measured Wealth Private Client Group, LLC$22.0K1
442AMERIFLEX GROUP, INC.$19.7K1
443MARK SHEPTOFF FINANCIAL PLANNING, LLC$19.6K1
444JNBA Financial Advisors$19.3K1
445ELEVATION WEALTH PARTNERS, LLC$18.3K1
446Medallion Wealth Advisors, LLC$17.5K1
447Frazier Financial Advisors, LLC$16.4K1
448Blume Capital Management, Inc.$16.3K1
449ARMSTRONG ADVISORY GROUP, INC$16.3K1
450ENTRUST FINANCIAL LLC$15.2K1
451Pinnacle Wealth Planning Services, Inc.$14.6K1
452Banque Transatlantique SA$14.4K1
453Godfrey Financial Associates, Inc.$13.5K1
454Corsicana & Co.$13.5K1
455South Dakota Investment Council$13.3K1
456EFG International AG$13.1K1
457Vermillion Wealth Management, Inc.$12.5K1
458TOMPKINS FINANCIAL CORP$12.3K1
459Richardson Capital Management LLC$12.2K1
460Ameliora Wealth Management Ltd.$12.2K1
461BIRCHBROOK, INC.$11.7K1
462N.E.W. Advisory Services LLC$11.4K1
463Sachetta, LLC$11.2K1
464Advocate Investing Services LLC$11.0K1
465FOSTER DYKEMA CABOT & PARTNERS, LLC$10.9K1
466Truvestments Capital LLC$10.7K1
467Kentucky Trust Co$10.2K1
468Scarborough Advisors, LLC$10.1K1
469Community Financial Services Group, LLC$9.8K1
470ALBION FINANCIAL GROUP /UT$9.8K1
471Cromwell Holdings LLC$9.7K1
472NFSG Corp$9.3K1
473First Command Advisory Services, Inc.$8.9K1
474True Wealth Design, LLC$8.8K1
475Physician Wealth Advisors, Inc.$8.7K1
476Spire Wealth Management$8.6K1
477Grove Bank & Trust$8.5K1
478TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$8.5K1
479NEW YORK STATE TEACHERS RETIREMENT SYSTEM$8.2K1
480DAGCO, INC.$7.2K1
481Miller Capital Partners, Inc.$7.2K1
482Wealth Enhancement Trust Services, Inc.$6.7K1
483Bernard Wealth Management Corp.$6.6K1
484Hartford Financial Management Inc.$6.5K1
485Vanguard National Trust Co$6.2K1
486Pacific Center for Financial Services$6.0K1
487Valued Wealth Advisors LLC$5.6K1
488Rakuten Securities, Inc.$5.4K1
489HHM Wealth Advisors, LLC$5.2K1
490Raleigh Capital Management Inc.$5.2K1
491Owl Creek Wealth Partners LLC$5.2K1
492American Capital Advisory, LLC$5.0K1
493VISION FINANCIAL MARKETS LLC$4.9K1
494LGT Financial Advisors LLC$4.9K1
495EVERMAY WEALTH MANAGEMENT LLC$4.7K1
496SJS Investment Consulting Inc.$4.4K1
497Hilltop National Bank$4.4K1
498Treasurer of the State of North Carolina$4.1K1
499ASO GROUP Ltd$4.1K1
500Private Wealth Management Group, LLC$4.0K1
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)−$49.0K to $0
Filers net (actions)not in build
Filers net ($ 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 SOLV

RETAINED WINDOW · ACTIVE HITS
Signal hits naming SOLV
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 against2 hits

Every rule, with its definition →

Planned modules for SOLV · financials and macro

Financials — as filed PLANNED

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