Public record / Tickers / SPG

SPG — SIMON PROPERTY GROUP INC.

Both disclosure regimes on one name: who in Congress filed about SPG, 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
73
all PTR rows naming SPG
Members · 12m
3
2 buys · 1 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
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

Victoria Spartz · $1.0M–$5.0M

Sale · traded 2024-09-20 → filed 2024-11-04. Ranked over every SPG row by the provable lower bound, never a point estimate.

3 members · 2 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.

17 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

8 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. 8 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SPG · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SPG
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-05-27Jonathan L. Jackson D–IL-1Purchase · JT (jointly owned)Traded 04-20 +37d$15K–$50K
2025-10-10Val T. Hoyle D–OR-4Sale · SP (spouse-owned)Traded 09-23 +17d$1K–$15K
2025-04-26Victoria Spartz R–IN-5Purchase · SP (spouse-owned)Traded 04-03 +23d$1K–$15K
2025-04-11Jefferson Shreve R–IN-6SaleTraded 03-31 +11d$50K–$100K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 73 ↗

Members active in SPG

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing SPG 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
Jonathan L. Jackson D–IL-11$15.0K to $50.0K2
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

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

Congress ↔ notable managers · SPG

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
0

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

Notable managers · quarter ended 2026-03-31

Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · SIMON PPTY GROUP INC NEW

Merged timeline of congressional filings and notable-manager moves on SPG
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Tudor Investment Corp 13Fadd+127,377 sh
2026-05-15Gotham Asset Management 13Fadd+21,980 sh
2026-05-15Bridgewater Associates 13Fadd+2,102 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

full holders view ↗
Top institutional holders of SPG for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$6.9B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$4.3B1
3STATE STREET CORP$3.9B1
4VANGUARD CAPITAL MANAGEMENT LLC$3.8B1
5GEODE CAPITAL MANAGEMENT, LLC$2.0B1
6WELLINGTON MANAGEMENT GROUP LLP$1.7B1
7Capital World Investors$1.7B1
8BANK OF AMERICA CORP /DE/$1.6B1
9MORGAN STANLEY$1.0B1
10FMR LLC$939M1
11NORTHERN TRUST CORP$933M1
12DIMENSIONAL FUND ADVISORS LP$859M1
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC$797M1
14Legal & General Group Plc$688M1
15Invesco Ltd.$605M1
16Nuveen, LLC$536M1
17PRINCIPAL FINANCIAL GROUP INC$484M1
18DEUTSCHE BANK AG\$456M1
19Boston Partners$429M1
20CANADA PENSION PLAN INVESTMENT BOARD$412M1
21Bank of New York Mellon Corp$388M1
22Resolution Capital Ltd$373M1
23Amundi$371M1
24VANGUARD FIDUCIARY TRUST CO$341M1
25ROYAL BANK OF CANADA$315M1
26Daiwa Securities Group Inc.$294M1
27Smead Capital Management, Inc.$291M1
28PRUDENTIAL FINANCIAL INC$288M1
29Sumitomo Mitsui Trust Group, Inc.$282M1
30UBS Group AG$270M1
31CENTERSQUARE INVESTMENT MANAGEMENT LLC$261M1
32AMERIPRISE FINANCIAL INC$252M1
33HSBC HOLDINGS PLC$239M1
34National Pension Service$226M1
35CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$226M1
36CITADEL ADVISORS LLC$212M1
37CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$200M1
38HighTower Advisors, LLC$199M1
39MASSACHUSETTS FINANCIAL SERVICES CO /MA/$193M1
40Mitsubishi UFJ Asset Management Co., Ltd.$187M1
41Swiss National Bank$179M1
42Allianz Asset Management GmbH$169M1
43Hamlin Capital Management, LLC$168M1
44APG Asset Management US Inc.$166M1
45DUFF & PHELPS INVESTMENT MANAGEMENT CO$162M1
46BANK OF MONTREAL /CAN/$154M1
47Capital Research Global Investors$154M1
48SCHRODER INVESTMENT MANAGEMENT GROUP$154M1
49SEI INVESTMENTS CO$137M1
50ALLIANCEBERNSTEIN L.P.$135M1
51MILLENNIUM MANAGEMENT LLC$135M1
52Vanguard Global Advisers, LLC$133M1
53PANAGORA ASSET MANAGEMENT INC$130M1
54Aberdeen Group plc$125M1
55WELLS FARGO & COMPANY/MN$124M1
56CITIGROUP INC$116M1
57NOMURA ASSET MANAGEMENT CO LTD$116M1
58Asset Management One Co., Ltd.$112M1
59RAYMOND JAMES FINANCIAL INC$110M1
60VICTORY CAPITAL MANAGEMENT INC$108M1
61CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$107M1
62VANGUARD ASSET MANAGEMENT, Ltd$105M1
63Adelante Capital Management LLC$83.8M1
64NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$83.5M1
65WORLDQUANT MILLENNIUM ADVISORS LLC$83.0M1
66AMERICAN CENTURY COMPANIES INC$81.6M1
67BBFIT INVESTMENTS PTE LTD$80.7M1
68AQR CAPITAL MANAGEMENT LLC$79.5M1
69CAPITAL ADVISORS INC/OK$77.4M1
70Alyeska Investment Group, L.P.$76.9M1
71BNP Paribas Asset Management Holding S.A.$76.8M1
72Universal- Beteiligungs- und Servicegesellschaft mbH$73.2M1
73FRANKLIN RESOURCES INC$73.0M1
74AEW CAPITAL MANAGEMENT L P$72.0M1
75Vanguard Investments Australia, Ltd.$70.6M1
76STIFEL FINANCIAL CORP$65.8M1
77LAZARD ASSET MANAGEMENT LLC$64.3M1
78Ensign Peak Advisors, Inc$63.8M1
79Janus Henderson Group Ltd.$63.2M1
80Artemis Investment Management LLP$62.5M1
81HEITMAN REAL ESTATE SECURITIES LLC$61.5M1
82ENVESTNET ASSET MANAGEMENT INC$60.7M1
83STOREBRAND ASSET MANAGEMENT AS$59.4M1
84LPL Financial LLC$59.0M1
85FIL Ltd$57.0M1
86MACQUARIE GROUP LTD$56.8M1
87Susquehanna Portfolio Strategies, LLC$55.3M1
88Zurcher Kantonalbank (Zurich Cantonalbank)$54.9M1
89PFA Pension, Forsikringsaktieselskab$52.6M1
90CREDIT AGRICOLE S A$52.4M1
91STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$52.3M1
92AVIVA PLC$50.2M1
93State of New Jersey Common Pension Fund D$47.8M1
94Clark Capital Management Group, Inc.$47.3M1
95HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$47.1M1
96Retirement Systems of Alabama$46.7M1
97MANUFACTURERS LIFE INSURANCE COMPANY, THE$45.8M1
98TEACHER RETIREMENT SYSTEM OF TEXAS$44.6M1
99TD ASSET MANAGEMENT INC$42.4M1
100COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$41.6M1
101Land & Buildings Investment Management, LLC$40.6M1
102ROYAL LONDON ASSET MANAGEMENT LTD$39.8M1
103VOYA INVESTMENT MANAGEMENT LLC$38.7M1
104NEW YORK STATE COMMON RETIREMENT FUND$38.4M1
105CORDA Investment Management, LLC.$37.5M1
106KLP KAPITALFORVALTNING AS$37.1M1
107DANSKE BANK A/S$36.8M1
108Uniplan Investment Counsel, Inc.$36.7M1
109Resona Asset Management Co.,Ltd.$36.0M1
110Quantinno Capital Management LP$36.0M1
111Mitsubishi UFJ Trust & Banking Corp$35.8M1
112SEB Asset Management AB$34.4M1
113Swedbank AB$33.9M1
114Minneapolis Portfolio Management Group, LLC$32.8M1
115STATE OF WISCONSIN INVESTMENT BOARD$32.6M1
116Apollo Management Holdings, L.P.$31.5M1
117BAMCO INC /NY/$31.0M1
118NATIONAL BANK OF CANADA /FI/$30.4M1
119Pictet Asset Management Holding SA$30.0M1
120Chevy Chase Trust Holdings, LLC$29.9M1
121Robeco Institutional Asset Management B.V.$29.6M1
122NATIXIS$28.9M1
123CIBC WORLD MARKET INC.$28.6M1
124CIBC Bancorp USA Inc.$28.5M1
125ADAGE CAPITAL PARTNERS GP, L.L.C.$28.2M1
126Weiss Asset Management LP$28.2M1
127FIRST TRUST ADVISORS LP$27.4M1
128NISA INVESTMENT ADVISORS, LLC$27.3M1
129APG Asset Management N.V.$27.1M1
130Korea Investment CORP$27.1M1
131Focus Partners Wealth$26.9M1
132MERCER GLOBAL ADVISORS INC /ADV$26.6M1
133Arbejdsmarkedets Tillaegspension$26.5M1
134ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$25.8M1
135BROOKFIELD Corp /ON/$25.7M1
136Prana Capital Management, LP$24.8M1
137Rockefeller Capital Management L.P.$24.8M1
138TUDOR INVESTMENT CORP ET AL$24.1M1
139FACTORY MUTUAL INSURANCE CO$23.8M1
140Vert Asset Management LLC$23.7M1
141PACIFIC HEIGHTS ASSET MANAGEMENT LLC$23.3M1
142Sumitomo Mitsui DS Asset Management Company, Ltd$22.9M1
143QRG CAPITAL MANAGEMENT, INC.$22.9M1
144Creative Planning$22.7M1
145IFM Investors Pty Ltd$22.6M1
146SAPIENT CAPITAL LLC$20.8M1
1471832 Asset Management L.P.$20.3M1
148Hazelview Securities Inc.$20.0M1
149Tredje AP-fonden$19.5M1
150Lansforsakringar Fondforvaltning AB (publ)$19.4M1
151FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$19.3M1
152NEOS Investment Management LLC$19.2M1
153Andra AP-fonden$18.9M1
154CAPITOLIS LIQUID GLOBAL MARKETS LLC$18.6M1
155STATE OF MICHIGAN RETIREMENT SYSTEM$18.6M1
156Empowered Funds, LLC$18.5M1
157Allspring Global Investments Holdings, LLC$18.4M1
158Metis Global Partners, LLC$18.2M1
159TORONTO DOMINION BANK$18.0M1
160Kepler Cheuvreux (Suisse) SA$17.9M1
161UniSuper Management Pty Ltd$17.9M1
162NISSAY ASSET MANAGEMENT CORP /JAPAN$17.5M1
163PUBLIC SECTOR PENSION INVESTMENT BOARD$17.3M1
164LBP AM SA$17.2M1
165Arizona State Retirement System$16.7M1
166XPONANCE LLC$16.7M1
167Czech National Bank$16.5M1
168O'SHAUGHNESSY ASSET MANAGEMENT, LLC$16.4M1
169MML INVESTORS SERVICES, LLC$16.1M1
170GLENMEDE TRUST CO NA$16.0M1
171LGT Group Foundation$15.7M1
172Varma Mutual Pension Insurance Co$15.5M1
173Capital International, Inc./CA/$15.3M1
174Mirae Asset Global Investments Co., Ltd.$15.3M1
175Swiss Life Asset Management Ltd$15.2M1
176MEEDER ASSET MANAGEMENT INC$14.6M1
177CIBC Asset Management Inc$14.6M1
178Zurich Insurance Group Ltd/FI$14.6M1
179EXCHANGE TRADED CONCEPTS, LLC$14.3M1
180Wealthfront Advisers LLC$14.2M1
181DnB Asset Management AS$13.7M1
182Banco Santander, S.A.$13.7M1
183Biondo Investment Advisors, LLC$13.2M1
184Federation des caisses Desjardins du Quebec$13.2M1
185Cetera Investment Advisers$13.2M1
186Gotham Asset Management, LLC$13.1M1
187Edgemoor Investment Advisors, Inc.$13.0M1
188B&I Capital AG$12.9M1
189Independent Advisor Alliance$12.9M1
190USS Investment Management Ltd$12.6M1
191Man Group plc$12.3M1
192Verition Fund Management LLC$12.0M1
193ProShare Advisors LLC$11.8M1
194US BANCORP \DE\$11.1M1
195MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$11.1M1
196Mariner, LLC$11.1M1
197STALEY CAPITAL ADVISERS INC$11.0M1
198M&T BANK CORP$10.9M1
199BANK OF NOVA SCOTIA$10.8M1
200OSAIC HOLDINGS, INC.$10.8M1
201SUSQUEHANNA INTERNATIONAL GROUP, LLP$10.8M1
202COMMONWEALTH EQUITY SERVICES, LLC$10.7M1
203Cerity Partners LLC$10.7M1
204Ethic Inc.$10.5M1
205Vanguard Personalized Indexing Management, LLC$10.2M1
206New Age Alpha Advisors, LLC$9.9M1
207Corient Private Wealth LLC$9.8M1
208Utah Retirement Systems$9.8M1
209ALLIANZ SE$9.4M1
210EASTERLY INVESTMENT PARTNERS LLC$9.3M1
211&PARTNERS$9.3M1
212MACKENZIE FINANCIAL CORP$9.3M1
213Engineers Gate Manager LP$9.2M1
214Union Bancaire Privee, UBP SA$9.2M1
215LGT Fund Management Co Ltd.$9.2M1
216Nicholas Investment Partners, LP$9.2M1
217Tidal Investments LLC$9.1M1
218Inspire Investing, LLC$9.0M1
219D. E. Shaw & Co., Inc.$8.8M1
220Rakuten Investment Management, Inc.$8.8M1
221Kingsview Wealth Management, LLC$8.7M1
222Y-Intercept (Hong Kong) Ltd$8.6M1
223Groupe la Francaise$8.6M1
224Pathstone Holdings, LLC$8.5M1
225NEW YORK LIFE INVESTMENT MANAGEMENT LLC$8.4M1
226BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$8.4M1
227Kestra Advisory Services, LLC$8.1M1
228WATERS PARKERSON & CO., LLC$8.1M1
229GSI Capital Advisors LLC$8.1M1
230ASR Vermogensbeheer N.V.$8.1M1
231Greystone Financial Group, LLC$7.8M1
232Beacon Pointe Advisors, LLC$7.7M1
233PRUDENTIAL PLC$7.5M1
234TRUIST FINANCIAL CORP$7.5M1
235Oliver Luxxe Assets LLC$7.5M1
236HUDSON EDGE INVESTMENT PARTNERS INC.$7.5M1
237Alpha Omega Wealth Management LLC$7.4M1
238EVERETT HARRIS & CO /CA/$7.3M1
239Baird Financial Group, Inc.$7.2M1
240OREGON PUBLIC EMPLOYEES RETIREMENT FUND$6.9M1
241JONES FINANCIAL COMPANIES LLLP$6.8M1
242NewEdge Advisors, LLC$6.8M1
243NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6.8M1
244AIA Group Ltd$6.7M1
245ADAMS DIVERSIFIED EQUITY FUND, INC.$6.7M1
246Norinchukin Bank, The$6.6M1
247MAI Capital Management$6.5M1
248MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$6.5M1
249Sanctuary Advisors, LLC$6.4M1
250NORDEA INVESTMENT MANAGEMENT AB$6.3M1
251PEAK6 LLC$6.3M1
252SHEETS SMITH WEALTH MANAGEMENT$6.3M1
253Eurizon Capital SGR S.p.A.$6.2M1
254D.A. DAVIDSON & CO.$6.1M1
255Bank Julius Baer & Co. Ltd, Zurich$6.1M1
256OP Asset Management Ltd$6.1M1
257Concurrent Investment Advisors, LLC$6.0M1
258Triasima Portfolio Management inc.$5.9M1
259Investment Management Corp of Ontario$5.8M1
260Cornerstone Wealth Group, LLC$5.7M1
261BROWN ADVISORY INC$5.7M1
262JAMISON PRIVATE WEALTH MANAGEMENT, INC.$5.7M1
263Summit Trail Advisors, LLC$5.6M1
264Riverview Capital Advisers, LLC$5.5M1
265WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5.4M1
266Crossmark Global Holdings, Inc.$5.4M1
267Vanderbilt University$5.4M1
268Avanza Fonder AB$5.3M1
269Waterloo Capital, L.P.$5.3M1
270OPPENHEIMER & CO INC$5.2M1
271JACOBS LEVY EQUITY MANAGEMENT, INC$5.2M1
272Rafferty Asset Management, LLC$5.2M1
273Truvestments Capital LLC$5.1M1
274Naviter Wealth, LLC$5.1M1
275Integrated Advisors Network LLC$5.0M1
276BRUNI J V & CO /CO$4.9M1
277UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$4.9M1
278Soltis Investment Advisors LLC$4.9M1
279CI INVESTMENTS INC.$4.8M1
280Private Advisor Group, LLC$4.6M1
281FEDERATED HERMES, INC.$4.5M1
282Generali Investments CEE, investicni spolecnost, a.s.$4.5M1
283RWA WEALTH PARTNERS, LLC$4.4M1
284Venture Visionary Partners LLC$4.4M1
285Brookstone Capital Management$4.4M1
286Vertrix Wealth Management, LLC$4.4M1
287Fiduciary Group, LLC$4.3M1
288Vident Advisory, LLC$4.3M1
289J. Safra Sarasin Holding AG$4.2M1
290Edgestream Partners, L.P.$4.2M1
291CWM, LLC$4.2M1
292SAM Advisors, LLC$4.1M1
293Oak Thistle LLC$4.1M1
294Yarbrough Capital, LLC$4.0M1
295BURNEY CO/$4.0M1
296Quantbot Technologies LP$4.0M1
297TWO SIGMA INVESTMENTS, LP$3.9M1
298Atria Investments, Inc$3.9M1
299W.G. Shaheen & Associates DBA Whitney & Co$3.9M1
300OMERS ADMINISTRATION Corp$3.8M1
301MidFirst Bank$3.8M1
302Del-Sette Capital Management, LLC$3.8M1
303Prospera Financial Services Inc$3.7M1
304MIZUHO SECURITIES USA LLC$3.7M1
305GeoWealth Management, LLC$3.7M1
306Allworth Financial LP$3.7M1
307COMMERCE BANK$3.7M1
308DRW Securities, LLC$3.6M1
309Equitable Holdings, Inc.$3.6M1
310BLAIR WILLIAM & CO/IL$3.5M1
311FIFTH THIRD BANCORP$3.5M1
312New Insight Wealth Advisors$3.3M1
313Modern Wealth Management, LLC$3.3M1
314J. Goldman & Co LP$3.3M1
315Lido Advisors, LLC$3.2M1
316Schonfeld Strategic Advisors LLC$3.2M1
317Fideuram Asset Management (Ireland) dac$3.1M1
318NOMURA HOLDINGS INC$3.1M1
319ALPINE WOODS CAPITAL INVESTORS, LLC$3.1M1
320Maryland State Retirement & Pension System$3.0M1
321CHOREO, LLC$3.0M1
322OpenArc Corporate Advisory, LLC$3.0M1
323EVOLVE PRIVATE WEALTH, LLC$2.9M1
324Summit Financial, LLC$2.9M1
325Bayhunt Capital LLC$2.9M1
326WESTPAC BANKING CORP$2.9M1
327DoubleLine ETF Adviser LP$2.9M1
328HUB Investment Partners, LLC$2.9M1
329Braeburn Wealth Management LLC$2.8M1
330Slagle Financial, LLC$2.8M1
331BDF-GESTION$2.8M1
332FINANCIAL MANAGEMENT NETWORK INC$2.8M1
333ODDO BHF ASSET MANAGEMENT SAS$2.8M1
334AG2R LA MONDIALE GESTION D'ACTIFS$2.8M1
335LMR Partners LLP$2.7M1
336XTX Topco Ltd$2.7M1
337UNITED CAPITAL FINANCIAL ADVISORS, LLC$2.7M1
338TOCQUEVILLE ASSET MANAGEMENT L.P.$2.7M1
339Composition Wealth, LLC$2.7M1
340GUGGENHEIM CAPITAL LLC$2.7M1
341Stamos Capital Partners, L.P.$2.7M1
342CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$2.6M1
343FOUNDATIONS INVESTMENT ADVISORS, LLC$2.6M1
344INTECH INVESTMENT MANAGEMENT LLC$2.5M1
345Donoghue Forlines LLC$2.5M1
346Hudson Canyon Capital Management$2.5M1
347KESTRA PRIVATE WEALTH SERVICES, LLC$2.5M1
348MUFG Securities EMEA plc$2.5M1
349Caprock Group, LLC$2.4M1
350Cresset Asset Management, LLC$2.4M1
351FORTEM FINANCIAL GROUP, LLC$2.4M1
352ADELL HARRIMAN & CARPENTER INC$2.4M1
353Sigma Planning Corp$2.4M1
354Woodline Partners LP$2.4M1
355Dai-ichi Life Insurance Company, Ltd$2.4M1
356Merit Financial Group, LLC$2.4M1
357Plato Investment Management Ltd$2.4M1
358RED CEDAR INVESTMENT MANAGEMENT, LLC$2.4M1
359CARRET ASSET MANAGEMENT, LLC$2.4M1
360CASCADE INVESTMENT GROUP, INC.$2.4M1
361CIM, LLC$2.3M1
362ABN AMRO INVESTMENT SOLUTIONS$2.3M1
363Steward Partners Investment Advisory, LLC$2.3M1
364DIVERSIFY WEALTH MANAGEMENT, LLC$2.3M1
365CCM INVESTMENT ADVISERS LLC$2.3M1
366M&G Plc$2.3M1
367Pasadena Private Wealth, LLC$2.3M1
368Saudi Central Bank$2.2M1
369BLI - Banque de Luxembourg Investments$2.2M1
370SIGNET FINANCIAL MANAGEMENT, LLC$2.2M1
371Candriam S.C.A.$2.2M1
372ASSETMARK, INC$2.2M1
373Redmond Asset Management, LLC$2.2M1
374Presima Securities ULC$2.1M1
375BCGM Wealth Management, LLC$2.1M1
376Callan Family Office, LLC$2.1M1
377TOKIO MARINE ASSET MANAGEMENT CO LTD$2.1M1
378Perpetual Ltd$2.1M1
379MGO ONE SEVEN LLC$2.1M1
380QUADRANT CAPITAL GROUP LLC$2.0M1
381NORDEN GROUP LLC$2.0M1
382ARBOR CAPITAL MANAGEMENT INC /ADV$2.0M1
383Vestmark Advisory Solutions, Inc.$2.0M1
384Westerkirk Capital Inc.$2.0M1
385HOWLAND CAPITAL MANAGEMENT LLC$2.0M1
386E. Ohman J:or Asset Management AB$2.0M1
387NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.9M1
388Morangie Management LLC$1.9M1
389Cascade Investment Advisors, Inc.$1.9M1
390Diligent Investors, LLC$1.9M1
391Generali Asset Management SPA SGR$1.9M1
392Orion Porfolio Solutions, LLC$1.9M1
393Meeder Advisory Services, Inc.$1.9M1
394Sarasin & Partners LLP$1.9M1
395ELEVATION POINT WEALTH PARTNERS, LLC$1.9M1
396Mystic Asset Management, Inc.$1.9M1
397LDR Capital Management LLC$1.8M1
398TEMA ETFS LLC$1.8M1
399Cullen Capital Management, LLC$1.8M1
400Sequoia Financial Advisors, LLC$1.8M1
401Hennion & Walsh Asset Management, Inc.$1.8M1
402Convergence Investment Partners, LLC$1.8M1
403BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.8M1
404Pine Valley Investments Ltd Liability Co$1.8M1
405PRINCIPAL SECURITIES, INC.$1.8M1
406North Dakota State Investment Board$1.8M1
407GREENLEAF TRUST$1.7M1
408Moran Wealth Management, LLC$1.7M1
409Sowell Financial Services LLC$1.7M1
410MUFG SECURITIES AMERICAS INC.$1.7M1
411Jefferies Financial Group Inc.$1.7M1
412SECURIAN ASSET MANAGEMENT, INC$1.6M1
413Siemens Fonds Invest GmbH$1.6M1
414Richard Bernstein Advisors LLC$1.6M1
415Squarepoint Ops LLC$1.6M1
416COLDSTREAM CAPITAL MANAGEMENT INC$1.6M1
417InTrack Investment Management Inc$1.6M1
418Apollon Wealth Management, LLC$1.6M1
419Family Manage LLC$1.6M1
420AFFINITY INVESTMENT ADVISORS, LLC$1.5M1
421HB Wealth Management, LLC$1.5M1
422Vontobel Holding Ltd.$1.5M1
423Emergent Wealth Advisors, LLC$1.5M1
424Perigon Wealth Management, LLC$1.5M1
425Bedel Financial Consulting, Inc.$1.4M1
426Legacy Wealth Asset Management, LLC$1.4M1
427Brooklyn Investment Group$1.4M1
428Wedmont Private Capital$1.4M1
429Advisors Asset Management, Inc.$1.4M1
430Frank, Rimerman Advisors LLC$1.4M1
431Vise Technologies, Inc.$1.4M1
432PINNACLE ASSOCIATES LTD$1.4M1
433Capital International Sarl$1.4M1
434KEYBANK NATIONAL ASSOCIATION/OH$1.4M1
435Qtron Investments LLC$1.4M1
436Assenagon Asset Management S.A.$1.3M1
437EVERGREEN CAPITAL MANAGEMENT LLC$1.3M1
438Yelin Lapidot Holdings Management Ltd.$1.3M1
439Portside Wealth Group, LLC$1.3M1
440BALYASNY ASSET MANAGEMENT L.P.$1.3M1
441Cypress Capital Group$1.3M1
442BENJAMIN EDWARDS INC$1.3M1
443CHILTON CAPITAL MANAGEMENT LLC$1.3M1
444NewEdge Wealth, LLC$1.3M1
445Kintegral Advisory, LLC$1.3M1
446Knollwood Investment Advisory, LLC$1.2M1
447Walleye Trading LLC$1.2M1
448NOVEM GROUP$1.2M1
449Savant Capital, LLC$1.2M1
450Ascentis Independent Advisors$1.2M1
451BOOTHBAY FUND MANAGEMENT, LLC$1.2M1
452SIGNATUREFD, LLC$1.2M1
453one8zero8, LLC$1.2M1
454RENAISSANCE GROUP LLC$1.2M1
455First Pacific Financial$1.2M1
456MARINO, STRAM & ASSOCIATES LLC$1.2M1
457MARK ASSET MANAGEMENT LP$1.2M1
458Solidarity Wealth, LLC$1.2M1
459DAVENPORT & Co LLC$1.1M1
460Everhart Financial Group, Inc.$1.1M1
461SECURED RETIREMENT ADVISORS, LLC$1.1M1
462KG Capital Management$1.1M1
463Snowden Capital Advisors LLC$1.1M1
464OneDigital Investment Advisors LLC$1.1M1
465Retirement Planning Co of New England, Inc.$1.1M1
466RITHOLTZ WEALTH MANAGEMENT$1.1M1
467COHEN & STEERS, INC.$1.1M1
468Adams Asset Advisors, LLC$1.1M1
469HBK INVESTMENTS L P$1.1M1
470Marshall Financial Group, LLC$1.1M1
471INDEPENDENT FINANCIAL GROUP, LLC$1.1M1
472NWAM LLC$1.1M1
473WHITE PINE CAPITAL LLC$1.1M1
474Indivisible Partners$1.0M1
475GTS SECURITIES LLC$1.0M1
476Compound Planning, Inc.$998K1
477Quantum Portfolio Management LLC$987K1
478Genesee Capital Advisors, LLC$980K1
479Fifth Third Wealth Advisors LLC$971K1
480Perbak Capital Partners LLP$968K1
481Radnor Capital Management, LLC$949K1
482TrueWealth Advisors, LLC$944K1
483AMERICAN ASSETS INC$933K1
484OPPENHEIMER ASSET MANAGEMENT INC.$931K1
485World Investment Advisors$929K1
486VestGen Advisors, LLC$924K1
487Ballentine Partners, LLC$919K1
488Smartleaf Asset Management LLC$907K1
489TD Waterhouse Canada Inc.$904K1
490CLOUGH CAPITAL PARTNERS L P$895K1
491MSH Capital Advisors LLC$893K1
492TBH Global Asset Management, LLC$893K1
493Harvest Portfolios Group Inc.$882K1
494CacheTech Inc.$880K1
495BRADLEY FOSTER & SARGENT INC/CT$878K1
496Pinnacle Wealth Management Advisory Group, LLC$875K1
497Checchi Capital Advisers, LLC$875K1
498Applied Finance Capital Management, LLC$871K1
499Veridan Wealth LLC$861K1
500Regal Investment Advisors LLC$860K1
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)2 buy / 1 sell
Congress net ($ bound)$1.0K to $64.0K
Filers net (actions)not in build
Filers net ($ 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 SPG

RETAINED WINDOW · ACTIVE HITS
Signal hits naming SPG
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 against1 hit

Every rule, with its definition →

Planned modules for SPG · financials and macro

Financials — as filed PLANNED

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