Public record / Tickers / STE

STE — STERIS plc

Both disclosure regimes on one name: who in Congress filed about STE, 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
26
all PTR rows naming STE
Members · 12m
3
9 buys · 6 sells · by trade date
Latest PTR
09-09
filed 2026-09-09
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

April McClain Delaney · $100K–$250K

Sale · traded 2026-08-25 → filed 2026-09-09. Ranked over every STE row by the provable lower bound, never a point estimate.

3 members · 9 buys / 6 sells

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

3 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

18 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. 18 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING STE · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning STE
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-09April McClain Delaney D–MD-6Sale · DC (dependent-child-owned)Traded 08-25 +15d$100K–$250K
2026-08-27Jared Moskowitz D–FL-23SaleTraded 07-13 +45d$1K–$15K
2026-08-03April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 07-31 +3d$1K–$15K
2026-08-03April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 07-29 +5d$1K–$15K
2026-08-03April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 07-27 +7d$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 26 ↗

Members active in STE

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing STE 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.
April McClain Delaney D–MD-69−$306K to −$44.0K2
Gilbert Ray Cisneros, Jr. D–CA-315$5.0K to $75.0K2
Jared Moskowitz D–FL-231−$15.0K to −$1.0K3

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

Congress ↔ notable managers · STE

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

Congress · last 90 days

Buyers
0
Sellers
2 April McClain Delaney D–MD-6, Jared Moskowitz D–FL-23 $105K–$325K

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

Notable managers · quarter ended 2026-03-31

Adding
1 Bridgewater Associates $2.5M held
Trimming
1 Gotham Asset Management $21.6M held

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

Merged timeline of congressional filings and notable-manager moves on STE
DateWhoChangeSize
2026-09-09April McClain Delaney CongressSale$100K–$250K
2026-08-27Jared Moskowitz CongressSale$1K–$15K
2026-08-03April McClain Delaney CongressSale$1K–$15K
2026-08-03April McClain Delaney CongressSale$1K–$15K
2026-08-03April McClain Delaney CongressSale$1K–$15K
2026-08-03April McClain Delaney CongressSale$1K–$15K
2026-05-15Bridgewater Associates 13Fadd+7,774 sh
2026-05-15Gotham Asset Management 13Ftrim−64,812 sh

8 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 STE for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.0B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.4B1
3STATE STREET CORP$1.1B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$1.1B1
5MORGAN STANLEY$972M1
6MASSACHUSETTS FINANCIAL SERVICES CO /MA/$937M1
7WELLINGTON MANAGEMENT GROUP LLP$635M1
8Orbis Allan Gray Ltd$573M1
9GEODE CAPITAL MANAGEMENT, LLC$569M1
10GENERATION INVESTMENT MANAGEMENT LLP$510M1
11Mitsubishi UFJ Asset Management Co., Ltd.$485M1
12Select Equity Group, L.P.$474M1
13Janus Henderson Group Ltd.$412M1
14Invesco Ltd.$378M1
15UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$277M1
16FRANKLIN RESOURCES INC$275M1
17DIMENSIONAL FUND ADVISORS LP$246M1
18AQR CAPITAL MANAGEMENT LLC$235M1
19RAYMOND JAMES FINANCIAL INC$228M1
20BANK OF AMERICA CORP /DE/$204M1
21NORTHERN TRUST CORP$201M1
22PRINCIPAL FINANCIAL GROUP INC$197M1
23Boston Partners$191M1
24Pictet Asset Management Holding SA$182M1
25Amundi$171M1
26Legal & General Group Plc$169M1
27Findlay Park Partners LLP$149M1
28LONDON CO OF VIRGINIA$148M1
29CHARLES SCHWAB INVESTMENT MANAGEMENT INC$145M1
30DEUTSCHE BANK AG\$129M1
31ALLIANCEBERNSTEIN L.P.$125M1
32ROYAL LONDON ASSET MANAGEMENT LTD$123M1
33VANGUARD FIDUCIARY TRUST CO$122M1
34UBS Group AG$121M1
35ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$115M1
36TWO SIGMA INVESTMENTS, LP$106M1
37LOCUST WOOD CAPITAL ADVISERS, LLC$87.8M1
38Nuveen, LLC$82.3M1
39AMERICAN CENTURY COMPANIES INC$72.9M1
40Swiss National Bank$63.7M1
41Champlain Investment Partners, LLC$62.9M1
42ENVESTNET ASSET MANAGEMENT INC$60.0M1
43NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$59.4M1
44DIKER MANAGEMENT LLC$57.0M1
45BNP Paribas Asset Management Holding S.A.$52.2M1
46Swedbank AB$50.4M1
47Vanguard Global Advisers, LLC$47.4M1
48Clearbridge Investments, LLC$47.1M1
49ROYAL BANK OF CANADA$45.2M1
50EVENTIDE ASSET MANAGEMENT, LLC$43.0M1
51FEDERATED HERMES, INC.$42.8M1
52National Pension Service$41.2M1
53HSBC HOLDINGS PLC$39.0M1
54D. E. Shaw & Co., Inc.$39.0M1
55CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$38.1M1
56FIL Ltd$37.9M1
57VANGUARD ASSET MANAGEMENT, Ltd$37.7M1
58ArrowMark Colorado Holdings LLC$36.3M1
59VOLORIDGE INVESTMENT MANAGEMENT, LLC$35.7M1
60VOYA INVESTMENT MANAGEMENT LLC$33.0M1
61SEB Asset Management AB$30.7M1
62CITIGROUP INC$29.5M1
63BENJAMIN EDWARDS INC$29.2M1
64WELLS FARGO & COMPANY/MN$26.3M1
65CITADEL ADVISORS LLC$24.3M1
66VILLERE ST DENIS J & CO LLC$24.1M1
67Foresight Group Ltd Liability Partnership$22.5M1
68Norinchukin Bank, The$22.4M1
69Aberdeen Group plc$22.2M1
70Bellevue Group AG$22.1M1
71Gotham Asset Management, LLC$21.6M1
72Cerity Partners LLC$21.2M1
73Allianz Asset Management GmbH$21.0M1
74Asset Management One Co., Ltd.$20.9M1
75FRONTIER CAPITAL MANAGEMENT CO LLC$20.5M1
76Foster Victor Wealth Advisors, LLC$20.3M1
77ADAGE CAPITAL PARTNERS GP, L.L.C.$19.3M1
78Baird Financial Group, Inc.$19.3M1
79SEI INVESTMENTS CO$19.0M1
80AVIVA PLC$19.0M1
81Quantinno Capital Management LP$18.6M1
82MANUFACTURERS LIFE INSURANCE COMPANY, THE$18.1M1
83STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$17.9M1
84CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$17.4M1
85NICHOLAS COMPANY, INC.$17.3M1
86GDS Wealth Management$16.8M1
87FIRST TRUST ADVISORS LP$16.4M1
88BANK OF MONTREAL /CAN/$16.3M1
89OSAIC HOLDINGS, INC.$15.7M1
90Universal- Beteiligungs- und Servicegesellschaft mbH$15.5M1
91GHP Investment Advisors, Inc.$15.4M1
92APG Asset Management N.V.$14.9M1
93Eurizon Capital SGR S.p.A.$14.7M1
94STATE OF WISCONSIN INVESTMENT BOARD$14.1M1
95Zurcher Kantonalbank (Zurich Cantonalbank)$13.9M1
96STIFEL FINANCIAL CORP$13.1M1
97Running Oak Capital LLC$12.9M1
98FMR LLC$12.6M1
99Carnegie Investment Counsel$12.6M1
100Perpetual Ltd$12.1M1
101DANSKE BANK A/S$11.9M1
102Chevy Chase Trust Holdings, LLC$11.7M1
103NORDEA INVESTMENT MANAGEMENT AB$11.6M1
104NEW YORK STATE COMMON RETIREMENT FUND$11.5M1
105Korea Investment CORP$11.5M1
106Vanguard Investments Australia, Ltd.$10.8M1
107Assenagon Asset Management S.A.$10.8M1
108Addenda Capital Inc.$10.6M1
109Callahan Advisors, LLC$10.2M1
110Steward Partners Investment Advisory, LLC$9.8M1
111IEQ CAPITAL, LLC$9.6M1
112Sone Capital Management, LLC$9.6M1
113BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$9.4M1
114LPL Financial LLC$9.1M1
115Tredje AP-fonden$9.0M1
116TD ASSET MANAGEMENT INC$9.0M1
117HFR Wealth Management, LLC$8.9M1
118CARDEROCK CAPITAL MANAGEMENT INC$8.6M1
119Creative Planning$8.5M1
120Dana Investment Advisors, Inc.$8.5M1
121KLP KAPITALFORVALTNING AS$8.2M1
122NATIONAL BANK OF CANADA /FI/$8.1M1
123Mariner, LLC$7.8M1
124CIBC Bancorp USA Inc.$7.7M1
125Waverly Advisors, LLC$7.7M1
126Man Group plc$7.5M1
127NOMURA ASSET MANAGEMENT CO LTD$7.4M1
128Wilmington Savings Fund Society, FSB$7.4M1
129PRUDENTIAL PLC$7.3M1
130Point72 Asset Management, L.P.$7.3M1
131CREDIT AGRICOLE S A$7.2M1
132State of New Jersey Common Pension Fund D$7.1M1
133UNITED CAPITAL FINANCIAL ADVISORS, LLC$7.1M1
134DAYMARK WEALTH PARTNERS, LLC$7.0M1
135LaFleur & Godfrey LLC$7.0M1
136PDT Partners, LLC$6.9M1
137STOREBRAND ASSET MANAGEMENT AS$6.3M1
138Edgestream Partners, L.P.$6.2M1
139Sequoia Financial Advisors, LLC$6.2M1
140Pathstone Holdings, LLC$6.1M1
141FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$6.1M1
142Czech National Bank$5.9M1
143Arizona State Retirement System$5.9M1
144Marks Group Wealth Management, Inc$5.9M1
145GATEWAY INVESTMENT ADVISERS LLC$5.7M1
146STATE OF MICHIGAN RETIREMENT SYSTEM$5.7M1
147Resona Asset Management Co.,Ltd.$5.7M1
148MILLENNIUM MANAGEMENT LLC$5.6M1
149USS Investment Management Ltd$5.3M1
150O'SHAUGHNESSY ASSET MANAGEMENT, LLC$5.3M1
151CIBC Asset Management Inc$5.2M1
152WESTWOOD HOLDINGS GROUP INC$5.1M1
153MetLife Investment Management, LLC$5.1M1
154COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$5.1M1
155Robeco Institutional Asset Management B.V.$4.9M1
156Tidal Investments LLC$4.9M1
157Mirae Asset Global Investments Co., Ltd.$4.7M1
158MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.6M1
159BANK OF NOVA SCOTIA$4.6M1
160Retirement Systems of Alabama$4.6M1
161Daiwa Securities Group Inc.$4.6M1
162World Investment Advisors$4.5M1
163PRUDENTIAL FINANCIAL INC$4.4M1
164Hilton Capital Management, LLC$4.4M1
165ProShare Advisors LLC$4.4M1
166DnB Asset Management AS$4.3M1
167KAVAR CAPITAL PARTNERS GROUP, LLC$4.2M1
168IFM Investors Pty Ltd$4.2M1
169Groupe la Francaise$4.1M1
170WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.0M1
171XPONANCE LLC$4.0M1
172CWM, LLC$4.0M1
173SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.9M1
174TRUIST FINANCIAL CORP$3.9M1
175Stratos Wealth Partners, LTD.$3.9M1
176CANADA PENSION PLAN INVESTMENT BOARD$3.8M1
177Ensign Peak Advisors, Inc$3.6M1
178MACKENZIE FINANCIAL CORP$3.6M1
179Utah Retirement Systems$3.5M1
180PUBLIC SECTOR PENSION INVESTMENT BOARD$3.5M1
181Southeast Asset Advisors, LLC$3.5M1
182Vanguard Personalized Indexing Management, LLC$3.4M1
183MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.3M1
184Inspire Investing, LLC$3.3M1
185Strong Tower Advisory Services$3.3M1
186Cetera Investment Advisers$3.3M1
187NEOS Investment Management LLC$3.2M1
188KEYBANK NATIONAL ASSOCIATION/OH$3.2M1
189Generali Asset Management SPA SGR$3.1M1
190STEPHENS INC /AR/$3.1M1
191Focus Partners Wealth$3.1M1
192ASSETMARK, INC$3.0M1
193MGO ONE SEVEN LLC$3.0M1
194Northwest & Ethical Investments L.P.$3.0M1
195M&T BANK CORP$3.0M1
196Rockefeller Capital Management L.P.$2.9M1
197ING GROEP NV$2.8M1
198Kimelman & Baird, LLC$2.8M1
199MERCER GLOBAL ADVISORS INC /ADV$2.7M1
200Sumitomo Mitsui DS Asset Management Company, Ltd$2.7M1
201United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$2.7M1
202Concurrent Investment Advisors, LLC$2.6M1
203Orion Porfolio Solutions, LLC$2.6M1
204Ipswich Investment Management Co., Inc.$2.6M1
205Rhenman & Partners Asset Management AB$2.5M1
206DIVERSIFY WEALTH MANAGEMENT, LLC$2.5M1
207COMMONWEALTH EQUITY SERVICES, LLC$2.5M1
208OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.5M1
209INTECH INVESTMENT MANAGEMENT LLC$2.5M1
210Bridgewater Associates, LP$2.5M1
211COLDSTREAM CAPITAL MANAGEMENT INC$2.5M1
212CAPITOLIS LIQUID GLOBAL MARKETS LLC$2.4M1
213SGL Investment Advisors, Inc.$2.4M1
214Jefferies Financial Group Inc.$2.4M1
215Comprehensive Financial Consultants Institutional, Inc.$2.3M1
216Sanctuary Advisors, LLC$2.3M1
217Corient Private Wealth LLC$2.2M1
218US BANCORP \DE\$2.2M1
219Atom Investors LP$2.1M1
220Meiji Yasuda Asset Management Co Ltd.$2.1M1
221Fortune Financial Advisors, LLC$1.9M1
222AustralianSuper Pty Ltd$1.9M1
223MACQUARIE GROUP LTD$1.8M1
224DIVIDEND ASSETS CAPITAL, LLC$1.8M1
225NewEdge Advisors, LLC$1.8M1
226CALIBER WEALTH MANAGEMENT, LLC / KS$1.8M1
227Vinva Investment Management Ltd$1.7M1
228Metis Global Partners, LLC$1.7M1
229Rafferty Asset Management, LLC$1.7M1
230BDF-GESTION$1.6M1
231COMMERCE BANK$1.6M1
232Y-Intercept (Hong Kong) Ltd$1.6M1
233Virtus Investment Advisers, LLC$1.6M1
234Numerai GP LLC$1.6M1
235Investment Management Corp of Ontario$1.5M1
236BANQUE PICTET & CIE SA$1.5M1
237Summit Trail Advisors, LLC$1.4M1
238Taylor Frigon Capital Management LLC$1.4M1
239FIDUCIARY TRUST CO$1.4M1
240Wealthfront Advisers LLC$1.4M1
241HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.4M1
242Havemeyer Place LP$1.4M1
243MIZUHO SECURITIES USA LLC$1.3M1
244Atria Investments, Inc$1.3M1
245FSM Wealth Advisors, LLC$1.2M1
246PANAGORA ASSET MANAGEMENT INC$1.2M1
247Mitsubishi UFJ Trust & Banking Corp$1.2M1
248Park Edge Advisors, LLC$1.2M1
249Lee Financial Co$1.2M1
250HighTower Advisors, LLC$1.1M1
251Dai-ichi Life Insurance Company, Ltd$1.1M1
252&PARTNERS$1.1M1
253Envestnet Portfolio Solutions, Inc.$1.1M1
254Maryland State Retirement & Pension System$1.1M1
255MML INVESTORS SERVICES, LLC$1.0M1
256OMERS ADMINISTRATION Corp$1.0M1
257Crossmark Global Holdings, Inc.$1.0M1
258Empowered Funds, LLC$1.0M1
259SCHRODER INVESTMENT MANAGEMENT GROUP$985K1
260Private Harbour Investment Management & Counsel, LLC$971K1
261Penobscot Investment Management Company, Inc.$970K1
262Osmosis Investment Management UK Ltd$964K1
263Allspring Global Investments Holdings, LLC$958K1
264Trueblood Wealth Management, LLC$937K1
265ASR Vermogensbeheer N.V.$928K1
266Curi Capital, LLC$926K1
267SAGESPRING WEALTH PARTNERS, LLC$926K1
268ABN AMRO INVESTMENT SOLUTIONS$916K1
269OneDigital Investment Advisors LLC$915K1
270Federation des caisses Desjardins du Quebec$900K1
271Invera Wealth Advisors, LLC$896K1
272MUFG Securities EMEA plc$890K1
273Sierra Legacy Group$888K1
274Merit Financial Group, LLC$882K1
275Advisors Capital Management, LLC$877K1
276Compass Ion Advisors, LLC$875K1
277ExodusPoint Capital Management, LP$872K1
278TOKIO MARINE ASSET MANAGEMENT CO LTD$858K1
279Woodline Partners LP$846K1
280INCEPTIONR LLC$839K1
281Illinois Municipal Retirement Fund$834K1
282Vident Advisory, LLC$831K1
283QRG CAPITAL MANAGEMENT, INC.$822K1
284Evercore Wealth Management, LLC$817K1
285Advocacy Wealth Management, LLC$808K1
286OPPENHEIMER ASSET MANAGEMENT INC.$802K1
287Saudi Central Bank$801K1
288NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$793K1
289Diversified Trust Co$782K1
290Rodgers Brothers Inc.$777K1
291Suncoast Equity Management$771K1
292Brooklyn Investment Group$754K1
293Matisse Capital$751K1
294Mediolanum International Funds Ltd$726K1
295Cranbrook Wealth Management, LLC$722K1
296DE BURLO GROUP INC$712K1
297Aljian Capital Management, LLC$686K1
298FIFTH THIRD BANCORP$685K1
299WINTON GROUP Ltd$677K1
300Qtron Investments LLC$676K1
301Pinnacle Wealth Planning Services, Inc.$668K1
302Laird Norton Wetherby Trust Company, LLC$667K1
303CenterBook Partners LP$666K1
304Mission Creek Capital Partners, Inc.$659K1
305WASHINGTON CAPITAL MANAGEMENT, INC$646K1
306Phillips Wealth Planners LLC$640K1
307Inspire Advisors, LLC$640K1
308Rothschild Capital Partners, LLC$636K1
309Lakeridge Wealth Management LLC$635K1
310Coastal Bridge Advisors, LLC$632K1
311Squarepoint Ops LLC$629K1
312North Dakota State Investment Board$628K1
313Outlook Wealth Advisors, LLC$616K1
314Knollwood Investment Advisory, LLC$613K1
315RWA WEALTH PARTNERS, LLC$600K1
316SECURIAN ASSET MANAGEMENT, INC$592K1
317JOHNSON INVESTMENT COUNSEL INC$588K1
318Savant Capital, LLC$581K1
319FULTON BANK, N.A.$577K1
320OSSIAM$573K1
321TWO SIGMA SECURITIES, LLC$572K1
322WELCH & FORBES LLC$568K1
323Banque Cantonale Vaudoise$566K1
324Focus Partners Advisor Solutions, LLC$564K1
325Lido Advisors, LLC$563K1
326HB Wealth Management, LLC$559K1
327MEEDER ASSET MANAGEMENT INC$557K1
328OAK RIDGE INVESTMENTS LLC$556K1
329Advisors Asset Management, Inc.$547K1
330OneAscent Investment Solutions LLC$544K1
331RITHOLTZ WEALTH MANAGEMENT$531K1
332Savvy Advisors, Inc.$530K1
333Glenview Trust Co$530K1
334FIRST MANHATTAN CO. LLC.$525K1
335Gibbs Wealth Management$519K1
336Pinnacle Financial Partners, Inc.$513K1
337CIBC WORLD MARKET INC.$507K1
338Ballentine Partners, LLC$506K1
339Gallagher Fiduciary Advisors, LLC$503K1
340BLAIR WILLIAM & CO/IL$498K1
341MAI Capital Management$491K1
342Apollon Wealth Management, LLC$489K1
343FIDUCIARY FAMILY OFFICE, LLC$475K1
344Haven Private, LLC$474K1
345QUADRANT CAPITAL GROUP LLC$474K1
346Kestra Advisory Services, LLC$473K1
347Frazier Financial Advisors, LLC$465K1
348Aspire Growth Partners LLC$464K1
349Callan Family Office, LLC$460K1
350Riverwater Partners LLC$454K1
351Caprock Group, LLC$446K1
352BBR PARTNERS, LLC$443K1
353Siemens Fonds Invest GmbH$438K1
354Mutual Advisors, LLC$430K1
355INTRUST BANK NA$425K1
356Clear Trail Advisors, LLC$423K1
357Harbour Wealth Management Group, Inc.$421K1
358Alliance Wealth Advisors, LLC /UT$421K1
359OneAscent Family Office, LLC$410K1
360Portside Wealth Group, LLC$403K1
361JANE STREET GROUP, LLC$401K1
362Tyche Wealth Partners LLC$394K1
363NORDEN GROUP LLC$391K1
364E Fund Management Co., Ltd.$390K1
365ELEVATION POINT WEALTH PARTNERS, LLC$390K1
366DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$389K1
367Krilogy Financial LLC$385K1
368Allworth Financial LP$378K1
369IMC-Chicago, LLC$378K1
370Snowden Capital Advisors LLC$378K1
371PEAK6 LLC$375K1
372Shearwater Capital LLC$375K1
373Chicago Partners Investment Group LLC$374K1
374Tower Research Capital LLC (TRC)$370K1
375WBI INVESTMENTS, LLC$369K1
376LEVEL FOUR ADVISORY SERVICES, LLC$368K1
377TritonPoint Partners, LLC$368K1
378Baker Ellis Asset Management LLC$367K1
379XTX Topco Ltd$366K1
380Ashton Thomas Private Wealth, LLC$365K1
381EFG International AG$354K1
382Evelyn Partners Investment Management LLP$351K1
383Hoxton Planning & Management, LLC$344K1
384GTS SECURITIES LLC$342K1
385Bull Harbor Capital LLC$340K1
386SUVRETTA CAPITAL MANAGEMENT, LLC$338K1
387Brevan Howard Capital Management LP$337K1
388Meeder Advisory Services, Inc.$335K1
389apricus wealth, LLC$333K1
390Hummer Financial Advisory Services Inc$332K1
391WESTPAC BANKING CORP$330K1
392CHOREO, LLC$328K1
393CI INVESTMENTS INC.$326K1
394WASHINGTON TRUST BANK$326K1
395TEACHER RETIREMENT SYSTEM OF TEXAS$325K1
396BALYASNY ASSET MANAGEMENT L.P.$324K1
397Venture Visionary Partners LLC$324K1
398EP Wealth Advisors, LLC$313K1
399HBK Sorce Advisory LLC$309K1
400PINNACLE ASSOCIATES LTD$306K1
401Valmark Advisers, Inc.$304K1
402Farringdon Capital, Ltd.$301K1
403EVERGREEN CAPITAL MANAGEMENT LLC$299K1
404Vise Technologies, Inc.$295K1
405HENGEHOLD CAPITAL MANAGEMENT LLC$290K1
406Procyon Advisors, LLC$290K1
407Clear Harbor Asset Management, LLC$287K1
408Dynamic Advisor Solutions LLC$283K1
409COURIER CAPITAL LLC$279K1
410PAX Financial Group, LLC$278K1
411FIRETHORN WEALTH PARTNERS, LLC$278K1
412Blue Zone Wealth Advisors, LLC$276K1
413DAVENPORT & Co LLC$274K1
414Wedmont Private Capital$270K1
415AE Wealth Management LLC$270K1
416MONTAG A & ASSOCIATES INC$265K1
417Strategic Wealth Investment Group, LLC$265K1
418Vontobel Holding Ltd.$264K1
419DoubleLine ETF Adviser LP$264K1
420Clearstead Advisors, LLC$263K1
421OneAscent Financial Services LLC$260K1
422Wealthspire Advisors, LLC$258K1
423Aaron Wealth Advisors LLC$257K1
424Bryn Mawr Trust Advisors, LLC$251K1
425PROFUND ADVISORS LLC$249K1
426BAILARD, INC.$249K1
427Balefire, LLC$248K1
428NICOLET BANKSHARES INC$247K1
429NorthCrest Asset Manangement, LLC$243K1
430Trust Asset Management LLC$242K1
431JOURNEY STRATEGIC WEALTH LLC$242K1
432Premier Path Wealth Partners, LLC$238K1
433WADDELL & ASSOCIATES, LLC$235K1
434FIDELIS CAPITAL PARTNERS, LLC$235K1
435Capital Investment Advisory Services, LLC$231K1
436Vestmark Advisory Solutions, Inc.$230K1
437OneAscent Wealth Management LLC$228K1
438Conestoga Capital Advisors, LLC$226K1
439TD Waterhouse Canada Inc.$226K1
440NLB Skladi, upravljanje premozenja, d.o.o.$225K1
441PRINCIPAL SECURITIES, INC.$225K1
442NTV ASSET MANAGEMENT LLC$221K1
443Revisor Wealth Management LLC$221K1
444INVICTUS PRIVATE WEALTH, LLC$221K1
445Checchi Capital Advisers, LLC$220K1
446Perigon Wealth Management, LLC$219K1
447LECAP ASSET MANAGEMENT LTD$218K1
448PATTON FUND MANAGEMENT, INC.$217K1
449SIGMA INVESTMENT COUNSELORS INC$216K1
450TRED AVON FAMILY WEALTH, LLC$216K1
451OPPENHEIMER & CO INC$215K1
452MQS Management LLC$214K1
453Aurdan Capital Management, LLC$214K1
454Ascent Group, LLC$213K1
455Cannell & Spears LLC$213K1
456Center for Financial Planning, Inc.$213K1
457Beacon Pointe Advisors, LLC$212K1
458Blueshift Asset Management, LLC$212K1
459BEESE FULMER INVESTMENT MANAGEMENT, INC.$211K1
460Baker Avenue Asset Management, LP$210K1
461Asio Capital, LLC$210K1
462CADEN CAPITAL PARTNERS, LP$209K1
463Legacy Capital Wealth Partners, LLC$209K1
464VestGen Advisors, LLC$207K1
465D.A. DAVIDSON & CO.$206K1
466Beacon Capital Management, LLC$206K1
467Delta Investment Management, LLC$205K1
468Kera Capital Partners, Inc.$205K1
469Phoenix Financial Ltd.$202K1
470EXCHANGE TRADED CONCEPTS, LLC$198K1
471Smartleaf Asset Management LLC$193K1
472SIGNATUREFD, LLC$171K1
473MATHER GROUP, LLC.$161K1
474STEPH & CO$150K1
475Arax Advisory Partners$146K1
476CANADA LIFE ASSURANCE Co$135K1
477Larson Financial Group LLC$119K1
478Key FInancial Inc$107K1
479Blue Trust, Inc.$96.9K1
480JNBA Financial Advisors$87.8K1
481HM PAYSON & CO$84.3K1
482ALERUS FINANCIAL NA$73.6K1
483CENTRAL TRUST Co$72.8K1
484Financial Network Wealth Advisors LLC$72.1K1
485Avanza Fonder AB$69.0K1
486Parkside Financial Bank & Trust$65.5K1
487Cromwell Holdings LLC$64.8K1
488Nvest Wealth Strategies, Inc.$61.3K1
489Asset Dedication, LLC$58.8K1
490Bayforest Capital Ltd$56.6K1
491UMB Bank, n.a.$53.1K1
492THRIVENT FINANCIAL FOR LUTHERANS$50.4K1
493True Wealth Design, LLC$44.7K1
494Costello Asset Management, INC$44.2K1
495Deseret Mutual Benefit Administrators$38.9K1
496WPG Advisers, LLC$38.7K1
497TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$37.6K1
498Pingora Partners LLC$37.2K1
499Spire Wealth Management$36.9K1
500NorthAvenue LLC$36.0K1
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)9 buy / 6 sell
Congress net ($ bound)−$316K to $30.0K
Filers net (actions)not in build
Filers net ($ 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 STE

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for STE · financials and macro

Financials — as filed PLANNED

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