Public record / Tickers / SPOT

SPOT — Spotify Technology S.A.

Both disclosure regimes on one name: who in Congress filed about SPOT, 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
31
all PTR rows naming SPOT
Members · 12m
2
3 buys · 3 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

Jefferson Shreve · $50.0K–$100K

Sale · traded 2025-05-12 → filed 2025-06-22. Ranked over every SPOT row by the provable lower bound, never a point estimate.

2 members · 3 buys / 3 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

6 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

15 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. 15 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SPOT · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SPOT
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-30 LATE·113d$1K–$15K
2026-07-02Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 06-18 +14d$1K–$15K
2026-01-12Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 2025-12-24 +19d$1K–$15K
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 11-26 +19d$1K–$15K
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 11-18 +27d$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 31 ↗

Members active in SPOT

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing SPOT 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.
Gilbert Ray Cisneros, Jr. D–CA-315−$43.0K to $27.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2

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

Congress ↔ notable managers · SPOT

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 Gilbert Ray Cisneros, Jr. D–CA-31 $1K–$15K

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 · SPOTIFY TECHNOLOGY S A

Merged timeline of congressional filings and notable-manager moves on SPOT
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-07-02Gilbert Ray Cisneros, Jr. CongressSale$1K–$15K
2026-05-15Tiger Global Management 13Fadd+319,300 sh
2026-05-15ValueAct Holdings 13Fnew+358,500 sh
2026-05-15Lone Pine Capital 13Fadd+51,082 sh
2026-05-15Bridgewater Associates 13Fadd+12,846 sh
2026-05-15Gotham Asset Management 13Fadd+11,334 sh
2026-05-15Moore Capital Management 13Fadd+13,937 sh
2026-05-15Coatue Management 13Ftrim−1,129,967 sh
2026-05-15D1 Capital Partners 13Ftrim−55,406 sh
2026-05-15Third Point 13Fexit−100,000 sh

11 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 SPOT for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$5.5B1
2MORGAN STANLEY$4.1B1
3BAILLIE GIFFORD & CO$4.0B1
4STATE STREET CORP$2.3B1
5WELLINGTON MANAGEMENT GROUP LLP$1.6B1
6JENNISON ASSOCIATES LLC$1.3B1
7WCM INVESTMENT MANAGEMENT, LLC$1.1B1
8MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.0B1
9DEUTSCHE BANK AG\$992M1
10SANDS CAPITAL MANAGEMENT, LLC$870M1
11BANK OF AMERICA CORP /DE/$853M1
12GEODE CAPITAL MANAGEMENT, LLC$844M1
13Janus Henderson Group Ltd.$830M1
14TIGER GLOBAL MANAGEMENT LLC$767M1
15DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$759M1
16NORTHERN TRUST CORP$718M1
17Swedbank AB$676M1
18COATUE MANAGEMENT LLC$641M1
19BAMCO INC /NY/$640M1
20Artisan Partners Limited Partnership$633M1
21EDGEWOOD MANAGEMENT LLC$621M1
22SCHRODER INVESTMENT MANAGEMENT GROUP$599M1
23UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$557M1
24Amundi$536M1
25Legal & General Group Plc$505M1
26Capital International Investors$502M1
27FMR LLC$497M1
28PRINCIPAL FINANCIAL GROUP INC$480M1
29BROWN ADVISORY INC$452M1
30Point72 Asset Management, L.P.$444M1
31FRANKLIN RESOURCES INC$418M1
32CITADEL ADVISORS LLC$392M1
33Nuveen, LLC$386M1
34Capital World Investors$384M1
35SEI INVESTMENTS CO$363M1
36Bank of New York Mellon Corp$327M1
37UBS Group AG$317M1
38AMERICAN CENTURY COMPANIES INC$298M1
39Alecta Tjanstepension Omsesidigt$287M1
40Swiss National Bank$278M1
41National Pension Service$278M1
42Invesco Ltd.$263M1
43Pictet Asset Management Holding SA$257M1
44AMF Tjanstepension AB$242M1
45Robeco Institutional Asset Management B.V.$239M1
46Clearbridge Investments, LLC$233M1
47VANGUARD PORTFOLIO MANAGEMENT LLC$229M1
48CANADA PENSION PLAN INVESTMENT BOARD$224M1
49ALLIANCEBERNSTEIN L.P.$214M1
50CANTILLON CAPITAL MANAGEMENT LLC$213M1
51NORDEA INVESTMENT MANAGEMENT AB$210M1
52ROYAL BANK OF CANADA$210M1
53NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$203M1
54Southpoint Capital Advisors LP$194M1
55BANK OF MONTREAL /CAN/$188M1
56Squarepoint Ops LLC$184M1
57ENVESTNET ASSET MANAGEMENT INC$183M1
58Select Equity Group, L.P.$177M1
59ValueAct Holdings, L.P.$174M1
60D. E. Shaw & Co., Inc.$174M1
61WELLS FARGO & COMPANY/MN$172M1
62VANGUARD ASSET MANAGEMENT, Ltd$170M1
63Palestra Capital Management LLC$169M1
64D1 Capital Partners L.P.$165M1
65PRIMECAP MANAGEMENT CO/CA/$161M1
66BALYASNY ASSET MANAGEMENT L.P.$159M1
67GENERATION INVESTMENT MANAGEMENT LLP$159M1
68Allspring Global Investments Holdings, LLC$148M1
69Universal- Beteiligungs- und Servicegesellschaft mbH$147M1
70ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$146M1
71TREMBLANT CAPITAL GROUP$136M1
72MILLENNIUM MANAGEMENT LLC$134M1
73Allianz Asset Management GmbH$129M1
74DIMENSIONAL FUND ADVISORS LP$128M1
75TD ASSET MANAGEMENT INC$127M1
76Capital Research Global Investors$127M1
77Eurizon Capital SGR S.p.A.$125M1
78VOYA INVESTMENT MANAGEMENT LLC$121M1
79Polar Capital Holdings Plc$119M1
80SRS Investment Management, LLC$119M1
81Man Group plc$118M1
82JANE STREET GROUP, LLC$115M1
83Hyperion Asset Management Ltd$115M1
84NEW YORK STATE COMMON RETIREMENT FUND$112M1
85Atalan Capital Partners, LP$111M1
86XN LP$110M1
87JACOBS LEVY EQUITY MANAGEMENT, INC$107M1
88Aberdeen Group plc$105M1
89CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$105M1
90COMGEST GLOBAL INVESTORS S.A.S.$104M1
91Dorsal Capital Management, LP$102M1
92CITIGROUP INC$101M1
93AQR CAPITAL MANAGEMENT LLC$97.2M1
94RENAISSANCE TECHNOLOGIES LLC$96.1M1
951832 Asset Management L.P.$93.4M1
96Walleye Capital LLC$90.2M1
97FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$89.7M1
98AVIVA PLC$83.8M1
99Assenagon Asset Management S.A.$83.6M1
100CREDIT AGRICOLE S A$82.8M1
101SOMA EQUITY PARTNERS LP$82.1M1
102Mitsubishi UFJ Asset Management Co., Ltd.$82.0M1
103DAVENPORT & Co LLC$81.0M1
104FIL Ltd$80.4M1
105CHARLES SCHWAB INVESTMENT MANAGEMENT INC$79.3M1
106Rockefeller Capital Management L.P.$76.7M1
107Hudson Way Capital Management LLC$75.7M1
108SCOPUS ASSET MANAGEMENT, L.P.$75.6M1
109BNP Paribas Asset Management Holding S.A.$74.8M1
110FEDERATED HERMES, INC.$73.5M1
111Evercore Wealth Management, LLC$73.4M1
112KPS Global Asset Management UK Ltd$72.7M1
113Styrax Capital, LP$72.7M1
114DSM CAPITAL PARTNERS LLC$70.0M1
115STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$66.1M1
116KLP KAPITALFORVALTNING AS$65.5M1
117RAYMOND JAMES FINANCIAL INC$65.1M1
118VANGUARD CAPITAL MANAGEMENT LLC$63.6M1
119MERCER GLOBAL ADVISORS INC /ADV$60.2M1
120ABN AMRO Bank N.V.$59.7M1
121Zurcher Kantonalbank (Zurich Cantonalbank)$59.6M1
122Korea Investment CORP$59.0M1
123DANSKE BANK A/S$58.8M1
124LPL Financial LLC$58.3M1
125GILDER GAGNON HOWE & CO LLC$57.0M1
126Annex Advisory Services, LLC$56.3M1
127SUSQUEHANNA INTERNATIONAL GROUP, LLP$56.1M1
128POLEN CAPITAL MANAGEMENT LLC$52.1M1
129Trexquant Investment LP$51.9M1
130WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$51.9M1
131STOREBRAND ASSET MANAGEMENT AS$50.0M1
132Islander Capital Partners, L.P.$49.8M1
133HSBC HOLDINGS PLC$48.4M1
134Coronation Fund Managers Ltd.$48.4M1
135Ensign Peak Advisors, Inc$48.2M1
136Trivium Point Advisory, LLC$48.0M1
137Mediolanum International Funds Ltd$47.7M1
138Kinetic Partners Management, LP$47.7M1
139TEACHER RETIREMENT SYSTEM OF TEXAS$46.6M1
140USS Investment Management Ltd$46.3M1
141Findlay Park Partners LLP$45.7M1
142Epoch Investment Partners, Inc.$45.5M1
143NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$44.1M1
144Rokos Capital Management LLP$43.9M1
145SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$43.6M1
146Junto Capital Management LP$43.2M1
147APG Asset Management N.V.$42.5M1
148PFA Pension, Forsikringsaktieselskab$42.3M1
149ROYAL LONDON ASSET MANAGEMENT LTD$39.2M1
150PUBLIC SECTOR PENSION INVESTMENT BOARD$39.0M1
151STEADFAST CAPITAL MANAGEMENT LP$38.0M1
152Vanguard Investments Australia, Ltd.$37.8M1
153MANE GLOBAL CAPITAL MANAGEMENT LP$37.0M1
154SEB Asset Management AB$36.2M1
155Benchstone Capital Management LP$35.6M1
156Quantinno Capital Management LP$35.4M1
157Freestone Grove Partners LP$35.4M1
158STIFEL FINANCIAL CORP$34.8M1
159Delta Global Management LP$34.8M1
160State of New Jersey Common Pension Fund D$34.7M1
161MEITAV INVESTMENT HOUSE LTD$34.7M1
162Ardmore Road Asset Management LP$33.9M1
163LONE PINE CAPITAL LLC$33.4M1
164Generali Asset Management SPA SGR$33.1M1
165FERNBRIDGE CAPITAL MANAGEMENT LP$32.8M1
166Asset Management One Co., Ltd.$32.7M1
167GLENMEDE TRUST CO NA$32.6M1
168Privium Fund Management B.V.$32.5M1
169Lansforsakringar Fondforvaltning AB (publ)$32.0M1
170ZACKS INVESTMENT MANAGEMENT$31.4M1
171LBP AM SA$31.1M1
172Rivermont Capital Management LP$31.0M1
173NewEdge Advisors, LLC$30.7M1
174SAMLYN CAPITAL, LLC$29.9M1
175Ilex Capital Partners (UK) LLP$29.3M1
176Saudi Central Bank$28.4M1
177STATE OF MICHIGAN RETIREMENT SYSTEM$27.2M1
178IEQ CAPITAL, LLC$27.1M1
179NOMURA ASSET MANAGEMENT CO LTD$27.1M1
180ABN AMRO INVESTMENT SOLUTIONS$26.9M1
181Vontobel Holding Ltd.$26.9M1
182Schonfeld Strategic Advisors LLC$26.5M1
183STATE OF WISCONSIN INVESTMENT BOARD$26.5M1
184LONG WALK MANAGEMENT LP$26.5M1
185Tredje AP-fonden$26.5M1
186AXIOM INVESTORS LLC /DE$26.3M1
187Skye Global Management LP$25.6M1
188MANUFACTURERS LIFE INSURANCE COMPANY, THE$24.9M1
189Strategic Global Advisors, LLC$24.8M1
190PICTON MAHONEY ASSET MANAGEMENT$24.0M1
191Gavilan Investment Partners LLC$24.0M1
192Mirae Asset Global Investments Co., Ltd.$23.9M1
193BANK OF NOVA SCOTIA$23.8M1
194Alta Park Capital, LP$23.2M1
195Capital International, Inc./CA/$22.9M1
196Quinn Opportunity Partners LLC$22.9M1
197Retirement Systems of Alabama$22.8M1
198LAZARD ASSET MANAGEMENT LLC$22.4M1
199AustralianSuper Pty Ltd$22.4M1
200ONTARIO TEACHERS PENSION PLAN BOARD$22.3M1
201Compagnie Lombard Odier SCmA$21.7M1
202MACKENZIE FINANCIAL CORP$21.0M1
203One Madison Group LLC$20.9M1
204Verition Fund Management LLC$20.8M1
205Sycale Advisors (NY) LLC$20.7M1
206TRILLIUM ASSET MANAGEMENT, LLC$20.6M1
207DnB Asset Management AS$20.4M1
208CIBC Asset Management Inc$20.3M1
209Zurich Insurance Group Ltd/FI$20.1M1
210Illinois Municipal Retirement Fund$20.0M1
211Sumitomo Mitsui DS Asset Management Company, Ltd$19.6M1
212VANGUARD FIDUCIARY TRUST CO$19.6M1
213Cetera Investment Advisers$19.5M1
214Resona Asset Management Co.,Ltd.$19.5M1
215Once Capital Management, LLC$19.4M1
216Calamos Advisors LLC$18.7M1
217Tamar Securities, LLC$18.6M1
218CIM, LLC$18.6M1
219Cerity Partners LLC$18.4M1
220Wilkinson Global Asset Management LLC$18.4M1
221Pathstone Holdings, LLC$18.2M1
222Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$18.1M1
223Bridgewater Associates, LP$17.6M1
224ExodusPoint Capital Management, LP$17.6M1
225COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$17.6M1
226Focus Partners Wealth$17.3M1
227KEYBANK NATIONAL ASSOCIATION/OH$17.2M1
228Creative Planning$17.1M1
229Greenbrier Partners Capital Management, LLC$17.1M1
230BAILARD, INC.$17.1M1
231IMC-Chicago, LLC$16.7M1
232US BANCORP \DE\$16.6M1
233GDS Wealth Management$16.6M1
234Gotham Asset Management, LLC$16.5M1
235PEAK6 LLC$16.3M1
236Stephens Investment Management Group LLC$16.2M1
237OMERS ADMINISTRATION Corp$16.1M1
238IFM Investors Pty Ltd$16.0M1
239Vident Advisory, LLC$15.9M1
240ASR Vermogensbeheer N.V.$15.8M1
241Night Squared LP$15.8M1
242J. Goldman & Co LP$15.8M1
243Graham Capital Management, L.P.$15.6M1
244Brevan Howard Capital Management LP$15.5M1
245Insight Holdings Group, LLC$15.2M1
246Andra AP-fonden$15.0M1
247FIRST TRUST ADVISORS LP$14.8M1
248Jain Global LLC$14.5M1
249Connor, Clark & Lunn Investment Management Ltd.$14.4M1
250Y-Intercept (Hong Kong) Ltd$14.4M1
251Mariner, LLC$14.4M1
252CI INVESTMENTS INC.$14.0M1
253Moran Wealth Management, LLC$13.6M1
254XPONANCE LLC$13.3M1
255Zweig-DiMenna Associates LLC$13.3M1
256Tidal Investments LLC$13.3M1
257Fiera Capital Corp$13.2M1
258DOCK STREET ASSET MANAGEMENT INC$13.0M1
259Robeco Schweiz AG$12.9M1
260NORTHEAST INVESTMENT MANAGEMENT$12.8M1
261MARKEL GROUP INC.$12.6M1
262Baird Financial Group, Inc.$12.6M1
263GUGGENHEIM CAPITAL LLC$12.3M1
264Utah Retirement Systems$12.1M1
265EXCHANGE TRADED CONCEPTS, LLC$12.1M1
266MetLife Investment Management, LLC$11.8M1
267Slow Capital, Inc.$11.8M1
268PRUDENTIAL PLC$11.6M1
269TRUIST FINANCIAL CORP$11.4M1
270CWM, LLC$11.2M1
271Taikang Asset Management (Hong Kong) Co Ltd$11.0M1
272Metavasi Capital LP$11.0M1
273SORA INVESTORS LLC$10.5M1
274Chicago Capital, LLC$10.5M1
275M&T BANK CORP$10.4M1
276Ethic Inc.$10.3M1
277Optiver Holding B.V.$10.2M1
278ASSETMARK, INC$9.8M1
279Sienna Gestion$9.8M1
280ADAGE CAPITAL PARTNERS GP, L.L.C.$9.7M1
281Bornite Capital Management LP$9.7M1
282O'SHAUGHNESSY ASSET MANAGEMENT, LLC$9.5M1
283MOORE CAPITAL MANAGEMENT, LP$9.4M1
284Cornerstone Advisors, LLC$9.4M1
285WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$9.4M1
286Meridiem Capital Partners LP$9.0M1
287BOOTHBAY FUND MANAGEMENT, LLC$9.0M1
288Federation des caisses Desjardins du Quebec$8.7M1
289MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$8.6M1
290SCOTIA CAPITAL INC.$8.5M1
291INTECH INVESTMENT MANAGEMENT LLC$8.4M1
292HighTower Advisors, LLC$8.3M1
293Dana Investment Advisors, Inc.$8.1M1
294SeaBridge Investment Advisors LLC$8.1M1
295EFG International AG$8.1M1
296Varma Mutual Pension Insurance Co$8.0M1
297Generate Investment Management Ltd$8.0M1
298LAFFER TENGLER INVESTMENTS, INC.$7.9M1
299OSAIC HOLDINGS, INC.$7.9M1
300Lombard Odier Asset Management (Europe) Ltd$7.8M1
301GROUP ONE TRADING LLC$7.8M1
302Shellback Capital, LP$7.8M1
303Corient Private Wealth LLC$7.7M1
304ELEVATION POINT WEALTH PARTNERS, LLC$7.7M1
305Montaka Global Pty Ltd$7.6M1
306COMMONWEALTH EQUITY SERVICES, LLC$7.6M1
307Calamos Wealth Management LLC$7.5M1
308Daiwa Securities Group Inc.$7.5M1
309Vanguard Personalized Indexing Management, LLC$7.3M1
310THAMES CAPITAL MANAGEMENT LLC$7.2M1
311Callan Family Office, LLC$7.2M1
312Vanguard Global Advisers, LLC$7.1M1
313Emmett Investment Management, LP$7.1M1
314OAK RIDGE INVESTMENTS LLC$7.0M1
315MML INVESTORS SERVICES, LLC$6.7M1
316FACT Capital, LP$6.7M1
317D.A. DAVIDSON & CO.$6.4M1
318TWO SIGMA INVESTMENTS, LP$6.3M1
319Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$6.2M1
320Owl Creek Asset Management, L.P.$6.1M1
321Capital International Sarl$6.1M1
322Totem Point Management, LLC$6.1M1
323EDENTREE ASSET MANAGEMENT Ltd$6.1M1
324CenterBook Partners LP$6.1M1
325Bank Julius Baer & Co. Ltd, Zurich$5.9M1
326NLB Skladi, upravljanje premozenja, d.o.o.$5.8M1
327NOMURA HOLDINGS INC$5.7M1
328COMMERCE BANK$5.7M1
329Sanctuary Advisors, LLC$5.7M1
330Arrow Capital Management, LLC$5.6M1
331Steward Partners Investment Advisory, LLC$5.6M1
332Engineers Gate Manager LP$5.5M1
333Fortis Capital Management LLC$5.5M1
334FULTON BREAKEFIELD BROENNIMAN LLC$5.5M1
335BLAIR WILLIAM & CO/IL$5.4M1
336OPPENHEIMER ASSET MANAGEMENT INC.$5.4M1
337Financiere des Professionnels - Fonds d'investissement inc.$5.4M1
338Investment Management Corp of Ontario$5.3M1
339Vinva Investment Management Ltd$5.3M1
340DNCA FINANCE$5.3M1
341OPAL CAPITAL LLC$5.2M1
342MARIETTA INVESTMENT PARTNERS LLC$5.2M1
343Aviso Financial Inc.$5.2M1
344NewEdge Wealth, LLC$5.1M1
345Mitsubishi UFJ Trust & Banking Corp$5.1M1
346Lombard Odier Asset Management (Switzerland) SA$5.0M1
347Hudson Bay Capital Management LP$5.0M1
348Infusive Asset Management Inc.$5.0M1
349GATEWAY INVESTMENT ADVISERS LLC$5.0M1
350BECK CAPITAL MANAGEMENT, LLC$4.9M1
351CIBC WORLD MARKET INC.$4.9M1
352Bensler, LLC$4.8M1
353Malaga Cove Capital, LLC$4.8M1
354Covenant Asset Management, LLC$4.8M1
355PRUDENTIAL FINANCIAL INC$4.7M1
356Jasper Ridge Partners, L.P.$4.7M1
357Clear Street Group Inc.$4.7M1
358Verde Capital Management$4.5M1
359Accuvest Global Advisors$4.5M1
360Vestmark Advisory Solutions, Inc.$4.5M1
361PANAGORA ASSET MANAGEMENT INC$4.4M1
362Osmosis Investment Management UK Ltd$4.4M1
363&PARTNERS$4.3M1
364IQ EQ FUND MANAGEMENT (IRELAND) Ltd$4.3M1
365Atria Investments, Inc$4.3M1
366CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$4.1M1
367XTX Topco Ltd$4.1M1
368UNITED CAPITAL FINANCIAL ADVISORS, LLC$4.1M1
369Centiva Capital, LP$4.0M1
370Knollwood Investment Advisory, LLC$3.9M1
371Cresset Asset Management, LLC$3.9M1
372PIAR LLC$3.9M1
373NATIONAL BANK OF CANADA /FI/$3.9M1
374Traynor Capital Management, Inc.$3.8M1
375CHOREO, LLC$3.8M1
376ROBOTTI ROBERT$3.6M1
377HELIOS CAPITAL MANAGEMENT PTE. LTD$3.6M1
378MidFirst Bank$3.5M1
379GC Wealth Management RIA, LLC$3.5M1
380RWA WEALTH PARTNERS, LLC$3.5M1
381Marietta Wealth Management, LLC$3.5M1
382Summit Trail Advisors, LLC$3.4M1
383David J Yvars Group$3.4M1
384Spark Investment Management LLC$3.4M1
385Orion Porfolio Solutions, LLC$3.4M1
386Dai-ichi Life Insurance Company, Ltd$3.4M1
387Oak Thistle LLC$3.3M1
388MACQUARIE GROUP LTD$3.2M1
389BOCHK Asset Management Ltd$3.2M1
390Generali Investments CEE, investicni spolecnost, a.s.$3.2M1
391LGT Group Foundation$3.2M1
392Benchmark Investment Advisors LLC$3.1M1
393MARSICO CAPITAL MANAGEMENT LLC$3.1M1
394Symmetry Investments LP$3.1M1
395Rockingstone Advisors LLC$3.1M1
396NZS Capital, LLC$3.0M1
397Katamaran Capital LLP$3.0M1
398Woodline Partners LP$3.0M1
399Nan Shan Life Insurance Co., Ltd.$2.9M1
400Concurrent Investment Advisors, LLC$2.9M1
401CAPITAL INTERNATIONAL LTD /CA/$2.9M1
402QUADRANT CAPITAL GROUP LLC$2.8M1
403TOKIO MARINE ASSET MANAGEMENT CO LTD$2.8M1
404Taproot Management LP$2.8M1
405CastleKnight Management LP$2.7M1
406CVFG LLC$2.7M1
407Advisors Asset Management, Inc.$2.7M1
408Bastion Asset Management Inc.$2.7M1
409Banque Transatlantique SA$2.6M1
410Financial Engines Advisors L.L.C.$2.6M1
411Caprock Group, LLC$2.6M1
412Groupe la Francaise$2.6M1
413Summit Financial, LLC$2.5M1
414Sequoia Financial Advisors, LLC$2.5M1
415MSA Advisors, LLC$2.4M1
416Independent Advisor Alliance$2.4M1
417Alamar Capital Management, LLC$2.3M1
418OSSIAM$2.3M1
419Linden Thomas Advisory Services, LLC$2.3M1
420OCCUDO QUANTITATIVE STRATEGIES LP$2.3M1
421SummitTX Capital, L.P.$2.3M1
422Banque Cantonale Vaudoise$2.3M1
423Greycroft LP$2.3M1
424Emerald Investment Advisers, LLC$2.2M1
425Unison Asset Management LLC$2.2M1
426Capital Group Private Client Services, Inc.$2.2M1
427Parsonex Advisory Services, Inc.$2.2M1
428Johnson Financial Group, Inc.$2.2M1
429Empowered Funds, LLC$2.2M1
430Snowden Capital Advisors LLC$2.2M1
431KESTRA PRIVATE WEALTH SERVICES, LLC$2.2M1
432North Dakota State Investment Board$2.2M1
433Laird Norton Wetherby Trust Company, LLC$2.2M1
434Marex Group Ltd$2.2M1
435NIA IMPACT ADVISORS, LLC$2.2M1
436CAPSTONE INVESTMENT ADVISORS, LLC$2.2M1
437Greenland Capital Management LP$2.2M1
438GPM Growth Investors, Inc.$2.1M1
439Beacon Pointe Advisors, LLC$2.1M1
440Parallax Volatility Advisers, L.P.$2.1M1
441Concentric Capital Strategies, LP$2.1M1
442J. Safra Sarasin Holding AG$2.1M1
443SIGNATUREFD, LLC$2.1M1
444State of Wyoming$2.1M1
445Kestra Advisory Services, LLC$2.0M1
446Everhart Financial Group, Inc.$2.0M1
447Carl P. Sherr & Co., LLC$2.0M1
448Accretive Wealth Partners, LLC$2.0M1
449SteelPeak Wealth, LLC$2.0M1
450RITHOLTZ WEALTH MANAGEMENT$2.0M1
451Cynosure Group, LLC$2.0M1
452Sendero Wealth Management, LLC$2.0M1
453Altshuler Shaham Ltd$2.0M1
454WT Wealth Management$2.0M1
455REGIONS FINANCIAL CORP$2.0M1
456Kurv Investment Management LLC$1.9M1
457Crown Wealth Group, LLC$1.9M1
458Y.D. More Investments Ltd$1.9M1
459MMBG INVESTMENT ADVISORS CO.$1.9M1
460Central Pacific Bank - Trust Division$1.9M1
461Merit Financial Group, LLC$1.9M1
462Alaethes Wealth, LLC$1.8M1
463Twin Tree Management, LP$1.8M1
464Bluebird Wealth Management LLC$1.8M1
465MASTERINVEST Kapitalanlage GmbH$1.8M1
466Polymer Capital Management (HK) LTD$1.8M1
467Equitable Holdings, Inc.$1.8M1
468Virtus Investment Advisers, LLC$1.8M1
469HB Wealth Management, LLC$1.7M1
470Value Partners Investments Inc.$1.7M1
471Lynch Asset Management, Inc.$1.7M1
472Advisor OS, LLC$1.7M1
473Blueshift Asset Management, LLC$1.7M1
474PRELUDE CAPITAL MANAGEMENT, LLC$1.7M1
475Metis Global Partners, LLC$1.7M1
476FLAGSHIP HARBOR ADVISORS, LLC$1.6M1
477GS Investments, Inc.$1.6M1
478AIGEN INVESTMENT MANAGEMENT, LP$1.6M1
479Consolidated Investment Group LLC$1.6M1
480FIFTH THIRD BANCORP$1.6M1
481Carnegie Investment Counsel$1.6M1
482COLDSTREAM CAPITAL MANAGEMENT INC$1.6M1
483STEPHENS INC /AR/$1.6M1
484HANCOCK WHITNEY CORP$1.6M1
485Nippon Life Global Investors Americas, Inc.$1.5M1
486Banco Santander, S.A.$1.5M1
487Northwest & Ethical Investments L.P.$1.5M1
488Polar Asset Management Partners Inc.$1.5M1
489Integrated Advisors Network LLC$1.5M1
490Advisory Resource Group$1.4M1
491Brookstone Capital Management$1.4M1
492CGN Advisors LLC$1.4M1
493CIBC Bancorp USA Inc.$1.4M1
494Envestnet Portfolio Solutions, Inc.$1.4M1
495BENJAMIN EDWARDS INC$1.4M1
496BTG Pactual Asset Management US LLC$1.4M1
497Savvy Advisors, Inc.$1.4M1
498FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$1.4M1
499LEVEL FOUR ADVISORY SERVICES, LLC$1.4M1
500Nicholas Investment Partners, LP$1.3M1
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)3 buy / 3 sell
Congress net ($ bound)−$42.0K to $42.0K
Filers net (actions)not in build
Filers net ($ 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 SPOT

RETAINED WINDOW · ACTIVE HITS
Signal hits naming SPOT
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 SPOT · financials and macro

Financials — as filed PLANNED

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