Public record / Tickers / STRL

STRL — STERLING INFRASTRUCTURE, INC.

Both disclosure regimes on one name: who in Congress filed about STRL, 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
10
all PTR rows naming STRL
Members · 12m
1
0 buys · 6 sells · by trade date
Latest PTR
09-10
filed 2026-09-10
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

Gilbert Ray Cisneros, Jr. · $15.0K–$50.0K

Sale · traded 2026-08-07 → filed 2026-09-10. Ranked over every STRL row by the provable lower bound, never a point estimate.

1 member · 0 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.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

9 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. 9 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING STRL · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning STRL
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-10Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 08-07 +34d$15K–$50K
2026-07-02Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 06-30 +2d$1K–$15K
2026-07-02Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 06-16 +16d$15K–$50K
2026-06-08Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 05-18 +21d$15K–$50K
2025-11-18Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 10-30 +19d$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 10 ↗

Members active in STRL

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing STRL 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-316−$195K to −$48.0K2

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

Congress ↔ notable managers · STRL

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

Congress · last 90 days

Buyers
0
Sellers
1 Gilbert Ray Cisneros, Jr. D–CA-31 $31K–$115K

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

Notable managers · quarter ended 2026-03-31

Trimming
1 Bridgewater Associates $15.1M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · STERLING INFRASTRUCTURE INC

Merged timeline of congressional filings and notable-manager moves on STRL
DateWhoChangeSize
2026-09-10Gilbert Ray Cisneros, Jr. CongressSale$15K–$50K
2026-07-02Gilbert Ray Cisneros, Jr. CongressSale$1K–$15K
2026-07-02Gilbert Ray Cisneros, Jr. CongressSale$15K–$50K
2026-05-15Gotham Asset Management 13Fadd+18,402 sh
2026-05-15Bridgewater Associates 13Ftrim−6,887 sh
2026-05-14Caxton Associates 13Fnew+2,600 sh

6 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 STRL for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.6B1
2FMR LLC$601M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$574M1
4VANGUARD CAPITAL MANAGEMENT LLC$537M1
5Invesco Ltd.$484M1
6STATE STREET CORP$443M1
7GEODE CAPITAL MANAGEMENT, LLC$390M1
8FIRST TRUST ADVISORS LP$358M1
9RENAISSANCE TECHNOLOGIES LLC$312M1
10Janus Henderson Group Ltd.$252M1
11DIMENSIONAL FUND ADVISORS LP$232M1
12CONGRESS ASSET MANAGEMENT CO$202M1
13AMERICAN CENTURY COMPANIES INC$192M1
14MORGAN STANLEY$191M1
15FULLER & THALER ASSET MANAGEMENT, INC.$164M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$157M1
17NORTHERN TRUST CORP$148M1
18Capital Research Global Investors$138M1
19WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$132M1
20Clark Capital Management Group, Inc.$130M1
21MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$97.8M1
22UBS Group AG$97.3M1
23AMERIPRISE FINANCIAL INC$88.6M1
24VANGUARD FIDUCIARY TRUST CO$86.3M1
25PRINCIPAL FINANCIAL GROUP INC$82.3M1
26Nuveen, LLC$78.3M1
27Bank of New York Mellon Corp$76.2M1
28DRIEHAUS CAPITAL MANAGEMENT LLC$68.5M1
29Munro Partners$67.2M1
30RAYMOND JAMES FINANCIAL INC$61.0M1
31AQR CAPITAL MANAGEMENT LLC$59.1M1
32Capital World Investors$53.9M1
33BANK OF AMERICA CORP /DE/$51.1M1
34ENVESTNET ASSET MANAGEMENT INC$43.9M1
35PANAGORA ASSET MANAGEMENT INC$43.6M1
36LPL Financial LLC$41.9M1
37CI INVESTMENTS INC.$40.4M1
38ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$38.4M1
39RHUMBLINE ADVISERS$37.7M1
40FRANKLIN RESOURCES INC$36.8M1
41Value Aligned Research Advisors, LLC$36.4M1
42OSAIC HOLDINGS, INC.$35.3M1
43ArrowMark Colorado Holdings LLC$35.0M1
44COOKSON PEIRCE & CO INC$33.7M1
45EMERALD ADVISERS, LLC$32.5M1
46SEGALL BRYANT & HAMILL, LLC$30.4M1
47UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$26.7M1
48CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$26.6M1
49Cetera Investment Advisers$26.0M1
50Swiss National Bank$24.7M1
51SEI INVESTMENTS CO$24.3M1
52WELLS FARGO & COMPANY/MN$24.3M1
53Temasek Holdings (Private) Ltd$24.0M1
54VICTORY CAPITAL MANAGEMENT INC$24.0M1
55Tidal Investments LLC$23.8M1
56Boston Partners$23.1M1
57Aperture Investors, LLC$23.0M1
58FEDERATED HERMES, INC.$22.5M1
59Squarepoint Ops LLC$22.3M1
60Ranger Investment Management, L.P.$21.8M1
61Baker Ellis Asset Management LLC$21.0M1
62Richard C. Young & CO., LTD.$20.8M1
63Nicholas Investment Partners, LP$20.2M1
64EMERALD MUTUAL FUND ADVISERS TRUST$19.9M1
65GREAT LAKES ADVISORS, LLC$19.5M1
66Stratos Wealth Partners, LTD.$19.3M1
67DANSKE BANK A/S$18.9M1
68MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$18.8M1
69DEUTSCHE BANK AG\$18.5M1
70ALLIANCEBERNSTEIN L.P.$18.4M1
71Legal & General Group Plc$17.2M1
72Asset Management One Co., Ltd.$16.4M1
73CIBC WORLD MARKET INC.$16.2M1
74ROYAL BANK OF CANADA$16.2M1
75AXIOM INVESTORS LLC /DE$16.1M1
76Retirement Systems of Alabama$15.3M1
77Bridgewater Associates, LP$15.1M1
78KENNEDY CAPITAL MANAGEMENT LLC$15.0M1
79SUSQUEHANNA INTERNATIONAL GROUP, LLP$14.9M1
80NORDEA INVESTMENT MANAGEMENT AB$14.6M1
81BIP Wealth, LLC$14.1M1
82OP Asset Management Ltd$14.0M1
83Granahan Investment Management, LLC$14.0M1
84Alyeska Investment Group, L.P.$13.8M1
85MANUFACTURERS LIFE INSURANCE COMPANY, THE$13.6M1
86Mirae Asset Global Investments Co., Ltd.$13.4M1
87ESSEX INVESTMENT MANAGEMENT CO LLC$13.1M1
88RENAISSANCE GROUP LLC$12.7M1
89NEW YORK STATE COMMON RETIREMENT FUND$12.6M1
90MetLife Investment Management, LLC$12.6M1
91Rockefeller Capital Management L.P.$12.5M1
92Gotham Asset Management, LLC$12.5M1
93Advisors Asset Management, Inc.$12.5M1
94Creative Planning$11.6M1
95Bridge City Capital, LLC$11.4M1
96VANGUARD ASSET MANAGEMENT, Ltd$11.1M1
97BNP Paribas Asset Management Holding S.A.$10.9M1
98Engle Capital Management, L.P.$10.8M1
99Universal- Beteiligungs- und Servicegesellschaft mbH$10.7M1
100G2 Investment Partners Management LLC$10.4M1
101MILLENNIUM MANAGEMENT LLC$10.4M1
102CITADEL ADVISORS LLC$10.2M1
103WCM INVESTMENT MANAGEMENT, LLC$8.9M1
104SILVERCREST ASSET MANAGEMENT GROUP LLC$8.7M1
105CASTLEARK MANAGEMENT LLC$8.6M1
106Emerald Investment Advisers, LLC$8.5M1
107Riggs Asset Managment Co. Inc.$8.4M1
108DEEPWATER ASSET MANAGEMENT, LLC$8.4M1
109Cerity Partners LLC$8.3M1
110Ensign Peak Advisors, Inc$8.3M1
111FIRST SABREPOINT CAPITAL MANAGEMENT LP$8.1M1
112PRUDENTIAL FINANCIAL INC$8.0M1
113Legacy Bridge, LLC$7.8M1
114Man Group plc$7.7M1
115BURNEY CO/$7.5M1
116STIFEL FINANCIAL CORP$7.4M1
117Geneva Partners, LLC$7.4M1
118Lisanti Capital Growth, LLC$7.2M1
119Allspring Global Investments Holdings, LLC$7.2M1
120BARCLAYS PLC$7.2M1
121Sidoxia Capital Management, LLC$6.5M1
122Swedbank AB$6.5M1
123THAMES CAPITAL MANAGEMENT LLC$6.4M1
124JACOBS LEVY EQUITY MANAGEMENT, INC$6.1M1
125HSBC HOLDINGS PLC$6.1M1
126EFG International AG$6.1M1
127PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$5.8M1
128TEACHER RETIREMENT SYSTEM OF TEXAS$5.8M1
129DIVERSIFY WEALTH MANAGEMENT, LLC$5.7M1
130STRATEGIC PLANNING GROUP, LLC$5.6M1
131Silvant Capital Management LLC$5.6M1
132Balboa Wealth Partners$5.6M1
133Vanguard Global Advisers, LLC$5.5M1
134Abacus FCF Advisors LLC$5.4M1
135CITIGROUP INC$5.4M1
136KORNITZER CAPITAL MANAGEMENT INC /KS$5.3M1
137Zurcher Kantonalbank (Zurich Cantonalbank)$5.3M1
138GLOBEFLEX CAPITAL L P$5.2M1
139TWO SIGMA INVESTMENTS, LP$5.2M1
140Calamos Advisors LLC$5.0M1
141Orion Porfolio Solutions, LLC$5.0M1
142VOYA INVESTMENT MANAGEMENT LLC$5.0M1
143Pathstone Holdings, LLC$5.0M1
144CIM, LLC$4.9M1
145Pier Capital, LLC$4.9M1
1461492 Capital Management LLC$4.8M1
147CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$4.7M1
148ZACKS INVESTMENT MANAGEMENT$4.7M1
149Holocene Advisors, LP$4.6M1
150Aventail Capital Group, LP$4.6M1
151LMG Wealth Partners, LLC$4.5M1
152MML INVESTORS SERVICES, LLC$4.4M1
153Hennion & Walsh Asset Management, Inc.$4.3M1
154State of New Jersey Common Pension Fund D$4.3M1
155BLAIR WILLIAM & CO/IL$4.1M1
156Daiwa Securities Group Inc.$4.1M1
157Allianz Asset Management GmbH$4.1M1
158INTECH INVESTMENT MANAGEMENT LLC$4.0M1
159HITE Hedge Asset Management LLC$3.9M1
160HOMESTEAD ADVISERS CORP$3.9M1
161Uncommon Cents Investing LLC$3.9M1
162CREDIT AGRICOLE S A$3.7M1
163Richard Bernstein Advisors LLC$3.7M1
164Horizon Investment Services, LLC$3.6M1
165GREAT VALLEY ADVISOR GROUP, INC.$3.5M1
166Palisades Investment Partners, LLC$3.5M1
167BOOTHBAY FUND MANAGEMENT, LLC$3.5M1
168FIFTH THIRD BANCORP$3.5M1
169Arizona State Retirement System$3.4M1
170HighTower Advisors, LLC$3.4M1
171Hel Ved Capital Management Ltd$3.4M1
172Catalyst Capital Advisors LLC$3.3M1
173Ameritas Investment Partners, Inc.$3.3M1
174Defiance ETFs, LLC$3.3M1
175Arosa Capital Management LP$3.3M1
176Connor, Clark & Lunn Investment Management Ltd.$3.1M1
177Vanguard Investments Australia, Ltd.$3.1M1
178COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.1M1
179JT Stratford LLC$3.1M1
180STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$3.0M1
181JANE STREET GROUP, LLC$3.0M1
182STATE OF MICHIGAN RETIREMENT SYSTEM$3.0M1
183Gibbs Wealth Management$3.0M1
184RICE HALL JAMES & ASSOCIATES, LLC$2.9M1
185WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.9M1
186Diversified Trust Co$2.9M1
187Truvestments Capital LLC$2.9M1
188Private Advisor Group, LLC$2.9M1
189KLP KAPITALFORVALTNING AS$2.9M1
190CANADA PENSION PLAN INVESTMENT BOARD$2.8M1
191NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.8M1
192Allworth Financial LP$2.8M1
193Dedeker Financial LLC$2.7M1
194GUGGENHEIM CAPITAL LLC$2.7M1
195MRP Capital Investments, LLC$2.6M1
196PFA Pension, Forsikringsaktieselskab$2.6M1
197OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.6M1
198TRUIST FINANCIAL CORP$2.5M1
199COMMONWEALTH EQUITY SERVICES, LLC$2.5M1
200PRINCIPAL SECURITIES, INC.$2.4M1
201GATEWAY INVESTMENT ADVISERS LLC$2.3M1
202MGO ONE SEVEN LLC$2.3M1
203ProShare Advisors LLC$2.3M1
204NewEdge Advisors, LLC$2.2M1
205Invst, LLC$2.2M1
206TOWNSQUARE CAPITAL LLC$2.2M1
207CONNORS INVESTOR SERVICES INC$2.2M1
208Bay Rivers Group$2.2M1
209FIRST MANHATTAN CO. LLC.$2.1M1
210Eddie Patel Inc$2.1M1
211Illinois Municipal Retirement Fund$2.1M1
212Walleye Capital LLC$2.1M1
213Quantinno Capital Management LP$2.1M1
214CWM, LLC$2.1M1
215Pictet Asset Management Holding SA$2.0M1
216Peterson Wealth Services$2.0M1
217CLOUGH CAPITAL PARTNERS L P$2.0M1
218KESTRA PRIVATE WEALTH SERVICES, LLC$1.9M1
219STATE OF WISCONSIN INVESTMENT BOARD$1.9M1
220Equitable Holdings, Inc.$1.9M1
221ALPS ADVISORS INC$1.9M1
222Integrated Quantitative Investments LLC$1.9M1
223Van Hulzen Asset Management, LLC$1.9M1
224Banque Cantonale Vaudoise$1.8M1
225Portside Wealth Group, LLC$1.8M1
226Value Investment Professionals, LLC$1.8M1
227XPONANCE LLC$1.7M1
228Amundi$1.7M1
229Atria Investments, Inc$1.7M1
230WASHBURN CAPITAL MANAGEMENT, INC.$1.7M1
231MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.7M1
232ROYCE & ASSOCIATES LP$1.6M1
233Delta Investment Management, LLC$1.6M1
234BANK OF MONTREAL /CAN/$1.6M1
235JAMES INVESTMENT RESEARCH, INC.$1.6M1
236Quantbot Technologies LP$1.6M1
237Empowered Funds, LLC$1.6M1
238Segment Wealth Management, LLC$1.6M1
239FULTON BANK, N.A.$1.6M1
240NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.6M1
241Live Oak Investment Partners$1.5M1
242HANCOCK WHITNEY CORP$1.5M1
243ASSETMARK, INC$1.5M1
244Moran Wealth Management, LLC$1.5M1
245EVOLVE PRIVATE WEALTH, LLC$1.5M1
246OPPENHEIMER ASSET MANAGEMENT INC.$1.4M1
247Nemes Rush Group LLC$1.4M1
248SCHRODER INVESTMENT MANAGEMENT GROUP$1.4M1
249Leibman Financial Services, Inc.$1.4M1
250Vident Advisory, LLC$1.4M1
251Alliance Wealth Advisors, LLC /UT$1.4M1
252Spire Wealth Management$1.3M1
253Vanguard Personalized Indexing Management, LLC$1.3M1
254IEQ CAPITAL, LLC$1.3M1
255Concurrent Investment Advisors, LLC$1.3M1
256Dakota Wealth Management$1.3M1
257SPIREPOINT PRIVATE CLIENT, LLC$1.2M1
258Merit Financial Group, LLC$1.2M1
259FLORIDA FINANCIAL ADVISORS, LLC$1.2M1
260SIR Capital Management, L.P.$1.2M1
261D.A. DAVIDSON & CO.$1.2M1
262INDEPENDENT FINANCIAL GROUP, LLC$1.2M1
263FOX RUN MANAGEMENT, L.L.C.$1.2M1
264Elevated Financial Group LLC$1.2M1
265Kingsview Wealth Management, LLC$1.2M1
266Kestra Advisory Services, LLC$1.1M1
267SIERRA SUMMIT ADVISORS LLC$1.1M1
268IMC-Chicago, LLC$1.1M1
269OPPENHEIMER & CO INC$1.1M1
270Apollon Wealth Management, LLC$1.1M1
271Tower Research Capital LLC (TRC)$1.1M1
272IAM Advisory, LLC$1.1M1
273Swiss Life Asset Management Ltd$1.1M1
274Elm3 Financial Group, LLC$1.1M1
275Beacon Pointe Advisors, LLC$1.1M1
276Rithm Capital Corp.$1.1M1
277CAXTON ASSOCIATES LLP$1.1M1
278PIAR LLC$1.1M1
279COMMERCE BANK$1.0M1
280POLEN CAPITAL MANAGEMENT LLC$1.0M1
281SHAKER INVESTMENTS LLC/OH$1.0M1
282ALGEBRIS (UK) LTD$1.0M1
283Alta Wealth Advisors LLC$1.0M1
284Penobscot Investment Management Company, Inc.$1.0M1
285Focus Partners Wealth$1.0M1
286NORDEN GROUP LLC$1.0M1
287O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.0M1
288Caitong International Asset Management Co., Ltd$1.0M1
289ELEVATION WEALTH PARTNERS, LLC$954K1
290Inspire Advisors, LLC$953K1
291SECURIAN ASSET MANAGEMENT, INC$929K1
292Sanctuary Advisors, LLC$904K1
293Keebeck Wealth Management$903K1
294MERCER GLOBAL ADVISORS INC /ADV$900K1
295Crossmark Global Holdings, Inc.$889K1
296Gateway Wealth Partners, LLC$876K1
297Independent Advisor Alliance$876K1
298HMS Capital Management, LLC$866K1
299Advisory Alpha, LLC$865K1
300EP Wealth Advisors, LLC$842K1
301Gladstone Institutional Advisory LLC$840K1
302LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$833K1
303JENNISON ASSOCIATES LLC$807K1
304Ameritas Advisory Services, LLC$804K1
305BROWN ADVISORY INC$792K1
306Pallas Capital Advisors LLC$785K1
307CIM INVESTMENT MANAGEMENT INC$784K1
308Federation des caisses Desjardins du Quebec$782K1
309LAZARD ASSET MANAGEMENT LLC$758K1
310Wealthspire Advisors, LLC$752K1
311EVERGREEN CAPITAL MANAGEMENT LLC$749K1
312Lido Advisors, LLC$748K1
313CIBC Bancorp USA Inc.$743K1
314Naviter Wealth, LLC$742K1
315CWC Advisors, LLC.$736K1
316Mariner, LLC$735K1
317FIDUCIARY TRUST CO$732K1
318M&T BANK CORP$729K1
319NISA INVESTMENT ADVISORS, LLC$720K1
320BSW Wealth Partners$718K1
321HHM Wealth Advisors, LLC$706K1
322TWO SIGMA SECURITIES, LLC$699K1
323CMG Global Holdings, LLC$696K1
324DUTCH ASSET Corp$696K1
325Sowell Financial Services LLC$692K1
326Wealth Alliance Advisory Group, LLC$684K1
327Trexquant Investment LP$680K1
328Savvy Advisors, Inc.$677K1
329BankChampaign, National Association$661K1
330Ethic Inc.$649K1
331Abel Hall, LLC$649K1
332Graham Capital Management, L.P.$643K1
333DnB Asset Management AS$643K1
334Aquatic Capital Management LLC$640K1
335Kingdom Financial Group LLC.$636K1
336Chicago Capital, LLC$635K1
337WNY Asset Management, LLC$621K1
338ELEVATION POINT WEALTH PARTNERS, LLC$618K1
339INCEPTIONR LLC$613K1
340NEEDHAM INVESTMENT MANAGEMENT LLC$611K1
341Balefire, LLC$608K1
342Trek Financial, LLC$606K1
343CWA Asset Management Group, LLC$599K1
344VERUS CAPITAL PARTNERS, LLC$580K1
345Pinnacle Financial Partners, Inc.$580K1
346Oxinas Partners, LLC$567K1
347Vestmark Advisory Solutions, Inc.$560K1
348Baron Wealth Management LLC$555K1
349Perennial Investment Advisors, LLC$552K1
350Expressive Wealth LLC$552K1
351Ascentis Independent Advisors$552K1
352Redhawk Wealth Advisors, Inc.$536K1
353PROFUND ADVISORS LLC$530K1
354PIER 88 INVESTMENT PARTNERS LLC$529K1
355City Center Advisors, LLC$519K1
356Csenge Advisory Group$518K1
357CHOREO, LLC$518K1
358TOTH FINANCIAL ADVISORY CORP$514K1
359Regal Partners Ltd$502K1
360South Shore Capital Advisors$500K1
361Vontobel Holding Ltd.$498K1
362J.M. Arbour, LLC$498K1
363Perpetual Ltd$491K1
364Steward Partners Investment Advisory, LLC$486K1
365HB Wealth Management, LLC$475K1
366QRG CAPITAL MANAGEMENT, INC.$474K1
367CIBC Asset Management Inc$470K1
368Encompass More Asset Management$469K1
369HIGHLAND CAPITAL MANAGEMENT, LLC$466K1
370New Age Alpha Advisors, LLC$448K1
371JOURNEY STRATEGIC WEALTH LLC$446K1
372Mach-1 Financial Group, LLC$443K1
373Sigma Planning Corp$435K1
374HBW ADVISORY SERVICES LLC$431K1
375Perbak Capital Partners LLP$428K1
376SHELTON CAPITAL MANAGEMENT$423K1
377BENJAMIN EDWARDS INC$418K1
378Fort Point Capital Partners LLC$407K1
379PCB Capital LLC$404K1
380OLD NATIONAL BANCORP /IN/$398K1
381UNITED CAPITAL FINANCIAL ADVISORS, LLC$391K1
382Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$389K1
383Sequoia Financial Advisors, LLC$389K1
384Brevan Howard Capital Management LP$388K1
385SBI Okasan Asset Management Co.Ltd.$383K1
386Pinnacle Wealth Planning Services, Inc.$359K1
387Integrated Advisors Network LLC$359K1
388Corient Private Wealth LLC$358K1
389Envestnet Portfolio Solutions, Inc.$357K1
390Marin Bay Wealth Advisors, LLC$357K1
391CENTRAL TRUST Co$356K1
392Astoria Portfolio Advisors LLC.$355K1
393World Investment Advisors$354K1
394F/m Investments LLC$354K1
395SkyOak Wealth, LLC$352K1
396Intrua Financial, LLC$352K1
397&PARTNERS$349K1
398Second Half Financial Partners, LLC$349K1
399ASPIRIANT, LLC$346K1
400Blue Trust, Inc.$345K1
401COLDSTREAM CAPITAL MANAGEMENT INC$345K1
402GWN SECURITIES INC.$345K1
403INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$342K1
404RiverPark Advisors, LLC$342K1
405Revisor Wealth Management LLC$340K1
406Dynamic Technology Lab Private Ltd$337K1
407Significant Wealth Partners LLC$336K1
408Financiere des Professionnels - Fonds d'investissement inc.$329K1
409Gallacher Capital Management LLC$327K1
410Prosperity Financial Group, Inc.$326K1
411CHICAGO TRUST Co NA$326K1
412GKV Capital Management Co., Inc.$326K1
413Quantum Private Wealth, LLC$325K1
414Bellecapital International Ltd.$320K1
415Mutual Advisors, LLC$319K1
416Pavion Blue Capital, LLC$318K1
417US BANCORP \DE\$312K1
418Scientech Research LLC$310K1
419Ballentine Partners, LLC$305K1
420Prosperitas Financial LLC$302K1
421Gerber Kawasaki Wealth & Investment Management$296K1
422Drum Hill Capital, LLC$294K1
423WORLD EQUITY GROUP, INC.$294K1
424FSM Wealth Advisors, LLC$292K1
425GILPIN WEALTH MANAGEMENT, LLC$289K1
426PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$289K1
427Meiji Yasuda Asset Management Co Ltd.$289K1
428Apella Capital, LLC$285K1
429Arax Advisory Partners$284K1
430RITHOLTZ WEALTH MANAGEMENT$279K1
431Kessler Investment Group, LLC$279K1
432EVENTIDE ASSET MANAGEMENT, LLC$275K1
433MAI Capital Management$273K1
434Hilltop Holdings Inc.$272K1
435Triumph Capital Management$269K1
436QUADRANT CAPITAL GROUP LLC$268K1
437Wealthfront Advisers LLC$267K1
438Glenview Trust Co$266K1
439Michels Family Financial, LLC$265K1
440AE Wealth Management LLC$265K1
441Norris Financial Group, LLC$262K1
442Cambria Investment Management, L.P.$260K1
443NFJ INVESTMENT GROUP, LLC$259K1
444IPG Investment Advisors LLC$257K1
445SeaCrest Wealth Management, LLC$255K1
446Baird Financial Group, Inc.$250K1
447MCGUIRE CAPITAL ADVISORS INC$245K1
448DUDLEY CAPITAL MANAGEMENT, LLC$244K1
449Summit Financial, LLC$244K1
450Perigon Wealth Management, LLC$242K1
451Tower Wealth Partners, Inc.$241K1
452Kovack Advisors, Inc.$240K1
453PRELUDE CAPITAL MANAGEMENT, LLC$238K1
454Vise Technologies, Inc.$238K1
455REGIONS FINANCIAL CORP$235K1
456ONE WEALTH CAPITAL MANAGEMENT, LLC$235K1
457Phocas Financial Corp.$234K1
458Focus Partners Advisor Solutions, LLC$234K1
459Ashton Thomas Private Wealth, LLC$232K1
460Sun Financial Inc$230K1
461OneDigital Investment Advisors LLC$229K1
462Blueshift Asset Management, LLC$228K1
463Winter & Associates, Inc.$226K1
464BALDWIN WEALTH PARTNERS LLC/MA$226K1
465RETIREMENT GUYS FORMULA LLC$222K1
466HOHIMER WEALTH MANAGEMENT, LLC$219K1
467SAXON INTERESTS, INC.$217K1
468SIGNATUREFD, LLC$216K1
469denkapparat Operations GmbH$212K1
470MONEY CONCEPTS CAPITAL CORP$211K1
471JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$209K1
472Greenline Wealth Management LLC$206K1
473NORTHBRIDGE FINANCIAL GROUP, LLC$205K1
474DAVENPORT & Co LLC$204K1
475Clarus Group, Inc.$204K1
476Snowden Capital Advisors LLC$203K1
477L. Roy Papp & Associates, LLP$202K1
478Twin Tree Management, LP$187K1
479Vanguard National Trust Co$183K1
480Parkside Financial Bank & Trust$176K1
481Eurizon Capital SGR S.p.A.$169K1
482Smartleaf Asset Management LLC$150K1
483PEAK6 LLC$150K1
484SBI Securities Co., Ltd.$149K1
485Larson Financial Group LLC$139K1
486Kemnay Advisory Services Inc.$119K1
487ARMSTRONG ADVISORY GROUP, INC$110K1
488Crewe Advisors LLC$109K1
489UMB Bank, n.a.$108K1
490DELTA ASSET MANAGEMENT LLC/TN$102K1
491Wilmington Savings Fund Society, FSB$94.9K1
492Strategic Investment Solutions, Inc. /IL$81.5K1
493Hilton Head Capital Partners, LLC$81.5K1
494Sterling Capital Management LLC$79.0K1
495Reyes Financial Architecture, Inc.$72.1K1
496LORD, ABBETT & CO. LLC$66.4K1
497MATHER GROUP, LLC.$63.9K1
498PRIVATE TRUST CO NA$60.3K1
499Migdal Insurance & Financial Holdings Ltd.$59.9K1
500TFC Financial Management, Inc.$52.9K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)0 buy / 6 sell
Congress net ($ bound)−$195K to −$48.0K
Filers net (actions)not in build
Filers net ($ 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 STRL

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for STRL · financials and macro

Financials — as filed PLANNED

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