Public record / Tickers / TAP

TAP — MOLSON COORS BEVERAGE CO

Both disclosure regimes on one name: who in Congress filed about TAP, 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
44
all PTR rows naming TAP
Members · 12m
3
3 buys · 3 sells · by trade date
Latest PTR
08-05
filed 2026-08-05
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

John Hoeven · $100K–$250K

Sale · traded 2018-12-27 → filed 2019-01-11. Ranked over every TAP row by the provable lower bound, never a point estimate.

3 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.

18 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 TAP · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning TAP
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Julie Johnson D–TX-32Purchase · JT (jointly owned)Traded 2025-09-23 LATE·316d$1K–$15K
2026-08-05Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 2025-09-23 LATE·316d$1K–$15K
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 03-13 +25d$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 44 ↗

Members active in TAP

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing TAP 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.
Julie Johnson D–TX-323−$29.0K to $13.0K4
Gilbert Ray Cisneros, Jr. D–CA-312−$14.0K to $14.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2

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

Congress ↔ notable managers · TAP

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

Congress · last 90 days

Buyers
2 Alan Armstrong R–OK, Julie Johnson D–TX-32 $2K–$30K
Sellers
1 Julie Johnson D–TX-32 $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 · MOLSON COORS BEVERAGE CO

Merged timeline of congressional filings and notable-manager moves on TAP
DateWhoChangeSize
2026-08-05Julie Johnson CongressPurchase$1K–$15K
2026-08-05Julie Johnson CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Fairfax Financial 13Fadd+100,000 sh
2026-05-15Gotham Asset Management 13Fadd+477,617 sh
2026-05-15Tudor Investment Corp 13Fnew+499,753 sh
2026-05-15Bridgewater Associates 13Ftrim−36,301 sh
2026-05-14Caxton Associates 13Fexit−4,325 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 TAP for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1DODGE & COX$798M1
2BlackRock, Inc.$504M1
3VANGUARD CAPITAL MANAGEMENT LLC$458M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$389M1
5STATE STREET CORP$377M1
6DIMENSIONAL FUND ADVISORS LP$360M1
7Invesco Ltd.$224M1
8AQR CAPITAL MANAGEMENT LLC$202M1
9MORGAN STANLEY$129M1
10DEUTSCHE BANK AG\$109M1
11SCHRODER INVESTMENT MANAGEMENT GROUP$101M1
12ROYAL LONDON ASSET MANAGEMENT LTD$101M1
13ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$85.9M1
14Contrarius Group Holdings Ltd$84.9M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$79.5M1
16TWO SIGMA INVESTMENTS, LP$73.3M1
17BRANDES INVESTMENT PARTNERS, LP$70.6M1
18FAIRFAX FINANCIAL HOLDINGS LTD/ CAN$61.9M1
19NORTHERN TRUST CORP$61.0M1
20Man Group plc$58.0M1
21UBS Group AG$57.4M1
22CITADEL ADVISORS LLC$54.8M1
23D. E. Shaw & Co., Inc.$53.9M1
24CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$53.6M1
25BANK OF AMERICA CORP /DE/$51.2M1
26RWC Asset Management LLP$50.9M1
27Capital International Investors$49.5M1
28Gotham Asset Management, LLC$48.8M1
29PFA Pension, Forsikringsaktieselskab$44.8M1
30Squarepoint Ops LLC$42.7M1
31VANGUARD FIDUCIARY TRUST CO$40.6M1
32Ranmore Fund Management Ltd$38.8M1
33FMR LLC$34.8M1
34MILLENNIUM MANAGEMENT LLC$34.5M1
35UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$29.2M1
36WILSEY ASSET MANAGEMENT INC$29.1M1
37Clarkston Capital Partners, LLC$28.6M1
38CITIGROUP INC$25.9M1
39STOREBRAND ASSET MANAGEMENT AS$24.9M1
40Robeco Institutional Asset Management B.V.$23.7M1
41ARIEL INVESTMENTS, LLC$23.6M1
42Quantinno Capital Management LP$22.6M1
43TUDOR INVESTMENT CORP ET AL$21.5M1
44Weiss Asset Management LP$20.3M1
45Wallace Capital Management Inc.$19.7M1
46Amundi$19.4M1
47AMERICAN CENTURY COMPANIES INC$18.7M1
48Nuveen, LLC$18.4M1
49Vanguard Global Advisers, LLC$18.4M1
50Legal & General Group Plc$18.1M1
51JUPITER ASSET MANAGEMENT LTD$17.6M1
52M&G Plc$16.5M1
53PRIVATE MANAGEMENT GROUP INC$16.3M1
54SUSQUEHANNA INTERNATIONAL GROUP, LLP$16.2M1
55FRANKLIN RESOURCES INC$16.1M1
56PANAGORA ASSET MANAGEMENT INC$15.8M1
57JANE STREET GROUP, LLC$15.6M1
58Skylands Capital, LLC$14.8M1
59Swiss National Bank$14.8M1
60AMG National Trust Bank$14.0M1
61STATE OF WISCONSIN INVESTMENT BOARD$11.9M1
62Pine Valley Investments Ltd Liability Co$11.6M1
63SEI INVESTMENTS CO$11.2M1
64HSBC HOLDINGS PLC$11.0M1
65OLD NATIONAL BANCORP /IN/$10.3M1
66BANK OF MONTREAL /CAN/$10.1M1
67NATIONAL BANK OF CANADA /FI/$9.8M1
68PRINCIPAL FINANCIAL GROUP INC$9.6M1
69Cambria Investment Management, L.P.$9.5M1
70LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$8.9M1
71ALLIANCEBERNSTEIN L.P.$8.6M1
72Mitsubishi UFJ Asset Management Co., Ltd.$8.6M1
73WELLS FARGO & COMPANY/MN$7.9M1
74Connor, Clark & Lunn Investment Management Ltd.$7.8M1
75RAYMOND JAMES FINANCIAL INC$6.9M1
76MAC Alpha Capital Management, LP$6.6M1
77CAPITAL MANAGEMENT CORP /VA$6.6M1
78Baker Ellis Asset Management LLC$6.5M1
79WINTON GROUP Ltd$6.5M1
80ADAGE CAPITAL PARTNERS GP, L.L.C.$6.5M1
81Bank Julius Baer & Co. Ltd, Zurich$6.4M1
82STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$6.2M1
83Sage Capital Advisors,llc$6.0M1
84Empowered Funds, LLC$6.0M1
85J. Goldman & Co LP$5.8M1
86VANGUARD ASSET MANAGEMENT, Ltd$5.7M1
87MACKENZIE FINANCIAL CORP$5.5M1
88MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.3M1
89Janus Henderson Group Ltd.$5.3M1
90Vontobel Holding Ltd.$5.2M1
91ROYAL BANK OF CANADA$5.0M1
92COMMONWEALTH EQUITY SERVICES, LLC$5.0M1
93Oak Thistle LLC$5.0M1
94ALPS ADVISORS INC$4.7M1
95Alpha Omega Wealth Management LLC$4.3M1
96Capital Investment Counsel, LLC$4.3M1
97FEDERATED HERMES, INC.$4.2M1
98LPL Financial LLC$4.1M1
99ENVESTNET ASSET MANAGEMENT INC$4.0M1
100Brevan Howard Capital Management LP$4.0M1
101VOLORIDGE INVESTMENT MANAGEMENT, LLC$4.0M1
102FIRST TRUST ADVISORS LP$4.0M1
103NEW ENGLAND ASSET MANAGEMENT INC$4.0M1
104SummitTX Capital, L.P.$3.9M1
105Tidal Investments LLC$3.8M1
106Prosperitas Financial LLC$3.8M1
107Kingsview Wealth Management, LLC$3.7M1
108Schonfeld Strategic Advisors LLC$3.6M1
109Chevy Chase Trust Holdings, LLC$3.6M1
110CastleKnight Management LP$3.4M1
111CANADA PENSION PLAN INVESTMENT BOARD$3.4M1
112STEPHENS INC /AR/$3.2M1
113ADVISORY RESEARCH INC$3.2M1
114Focus Partners Wealth$3.2M1
115Creative Planning$3.2M1
116Zurcher Kantonalbank (Zurich Cantonalbank)$3.2M1
117BNP Paribas Asset Management Holding S.A.$3.1M1
118Vident Advisory, LLC$3.0M1
119NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$2.9M1
120CIBC Bancorp USA Inc.$2.9M1
121HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$2.8M1
122GUGGENHEIM CAPITAL LLC$2.7M1
123EXCHANGE TRADED CONCEPTS, LLC$2.5M1
124Corient Private Wealth LLC$2.5M1
125FIFTH THIRD BANCORP$2.5M1
126State of New Jersey Common Pension Fund D$2.4M1
127Universal- Beteiligungs- und Servicegesellschaft mbH$2.2M1
128MERCER GLOBAL ADVISORS INC /ADV$2.2M1
129Y-Intercept (Hong Kong) Ltd$2.2M1
130Federation des caisses Desjardins du Quebec$2.2M1
131CLARK ESTATES INC/NY$2.1M1
132ProShare Advisors LLC$2.1M1
133PUBLIC SECTOR PENSION INVESTMENT BOARD$2.1M1
134Arizona State Retirement System$2.0M1
135XTX Topco Ltd$2.0M1
136Elo Mutual Pension Insurance Co$2.0M1
137Czech National Bank$2.0M1
138Bridgefront Capital, LLC$1.9M1
139Vanguard Investments Australia, Ltd.$1.9M1
140BALYASNY ASSET MANAGEMENT L.P.$1.9M1
141STATE OF MICHIGAN RETIREMENT SYSTEM$1.9M1
142ONTARIO TEACHERS PENSION PLAN BOARD$1.8M1
143Kestra Advisory Services, LLC$1.8M1
144STANCE CAPITAL LLC$1.8M1
145Asset Management One Co., Ltd.$1.7M1
146COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.7M1
147VOYA INVESTMENT MANAGEMENT LLC$1.7M1
148CIBC Asset Management Inc$1.7M1
149Cerity Partners LLC$1.6M1
150Pictet Asset Management Holding SA$1.6M1
151Mirae Asset Global Investments Co., Ltd.$1.6M1
152Summit Trail Advisors, LLC$1.6M1
153Retirement Systems of Alabama$1.5M1
154CIBC WORLD MARKET INC.$1.5M1
155Private Advisor Group, LLC$1.5M1
156SHELTON CAPITAL MANAGEMENT$1.5M1
157Havemeyer Place LP$1.5M1
158Sumitomo Mitsui DS Asset Management Company, Ltd$1.5M1
159Mariner, LLC$1.5M1
160UniSuper Management Pty Ltd$1.4M1
161Pathstone Holdings, LLC$1.4M1
162Aviance Capital Partners, LLC$1.4M1
163Waverly Advisors, LLC$1.4M1
164TD ASSET MANAGEMENT INC$1.3M1
165TORONTO DOMINION BANK$1.2M1
166Sowell Financial Services LLC$1.2M1
167WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.1M1
168Woodline Partners LP$1.1M1
169Vise Technologies, Inc.$1.1M1
170Zurich Insurance Group Ltd/FI$1.1M1
171Cetera Investment Advisers$1.1M1
172Financial Solutions Advisory Group, Inc.$1.1M1
173AMERICAN FINANCIAL GROUP INC$1.1M1
174NEOS Investment Management LLC$1.0M1
175NewEdge Advisors, LLC$1.0M1
176CEERA INVESTMENTS, LLC$1.0M1
177Quadrature Capital Ltd$1.0M1
178NEW YORK LIFE INVESTMENT MANAGEMENT LLC$999K1
179Parrish Capital LLC$967K1
180MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$952K1
181Vanguard Personalized Indexing Management, LLC$913K1
182DRW Securities, LLC$912K1
183J.W. COLE ADVISORS, INC.$893K1
184Investment Management Corp of Ontario$892K1
185BOOTHBAY FUND MANAGEMENT, LLC$880K1
186OREGON PUBLIC EMPLOYEES RETIREMENT FUND$837K1
187CWM, LLC$832K1
188KEYBANK NATIONAL ASSOCIATION/OH$813K1
189Swiss Life Asset Management Ltd$804K1
190MATHER GROUP, LLC.$802K1
191STIFEL FINANCIAL CORP$780K1
192MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$776K1
193Callan Family Office, LLC$773K1
194Addenda Capital Inc.$732K1
195XPONANCE LLC$728K1
196Wealthfront Advisers LLC$719K1
197Rakuten Investment Management, Inc.$716K1
198Palogic Value Management, L.P.$710K1
199&PARTNERS$689K1
200Daiwa Securities Group Inc.$676K1
201Leonteq Securities AG$659K1
202Garner Asset Management Corp$651K1
203WORLDQUANT MILLENNIUM ADVISORS LLC$649K1
204OSAIC HOLDINGS, INC.$633K1
205Inlet Private Wealth, LLC$609K1
206Sanctuary Advisors, LLC$608K1
207MERIDIAN INVESTMENT COUNSEL INC.$608K1
208Atria Investments, Inc$598K1
209GATEWAY INVESTMENT ADVISERS LLC$587K1
210OFI INVEST ASSET MANAGEMENT$566K1
211CSS LLC/IL$565K1
212Investors Research Corp$561K1
213MISSION WEALTH MANAGEMENT, LP$551K1
214OneDigital Investment Advisors LLC$527K1
215Sequoia Financial Advisors, LLC$525K1
216BANK OF NOVA SCOTIA$517K1
217Advyzon Investment Management, LLC$514K1
218LONGFELLOW INVESTMENT MANAGEMENT CO LLC$508K1
219Indivisible Partners$505K1
220Linden Thomas Advisory Services, LLC$498K1
221MAI Capital Management$495K1
222O'SHAUGHNESSY ASSET MANAGEMENT, LLC$488K1
223Paragon Capital Management Ltd$488K1
224Walleye Capital LLC$481K1
225NORTHCAPE WEALTH MANAGEMENT, LLC$477K1
226Manske Wealth Management$476K1
227VICTORY FINANCIAL GROUP, LLC$473K1
228Pinnacle Financial Partners, Inc.$472K1
229Engineers Gate Manager LP$464K1
230Allspring Global Investments Holdings, LLC$463K1
231HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$458K1
232Illinois Municipal Retirement Fund$456K1
233HighTower Advisors, LLC$453K1
234Legacy Capital Group California, Inc.$451K1
235Forza Wealth Management, LLC$451K1
236OPPENHEIMER ASSET MANAGEMENT INC.$448K1
237Jefferies Financial Group Inc.$441K1
2381834 INVESTMENT ADVISORS CO$441K1
239MIZUHO SECURITIES USA LLC$441K1
240Rafferty Asset Management, LLC$436K1
241CAPSTONE INVESTMENT ADVISORS, LLC$430K1
242US BANCORP \DE\$416K1
243denkapparat Operations GmbH$414K1
244HANCOCK WHITNEY CORP$412K1
245nVerses Capital, LLC$409K1
246Crossmark Global Holdings, Inc.$401K1
247CHOREO, LLC$400K1
248Aberdeen Group plc$399K1
249Norinchukin Bank, The$398K1
250Rockefeller Capital Management L.P.$394K1
251Chicago Partners Investment Group LLC$393K1
252MML INVESTORS SERVICES, LLC$391K1
253Bridgewater Associates, LP$390K1
254Utah Retirement Systems$382K1
255INTEGRITY ALLIANCE, LLC.$379K1
256Capital Investment Advisors, LLC$369K1
257M&T BANK CORP$360K1
258Venture Visionary Partners LLC$359K1
259GREENWOOD CAPITAL ASSOCIATES LLC$355K1
260Capital International, Inc./CA/$355K1
261NOMURA ASSET MANAGEMENT CO LTD$348K1
262DnB Asset Management AS$348K1
263Traub Capital Management LLC$347K1
264Maryland State Retirement & Pension System$344K1
265Tower Research Capital LLC (TRC)$333K1
266Procyon Advisors, LLC$333K1
267TD Waterhouse Canada Inc.$328K1
268WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$327K1
269Aaron Wealth Advisors LLC$322K1
270Blue Water Asset Management$312K1
271INCEPTIONR LLC$312K1
272McElhenny Sheffield Capital Management, LLC$311K1
273Oldfield Partners LLP$310K1
274SUMMITRY LLC$307K1
275Meeder Advisory Services, Inc.$306K1
276Horizon Advisory Services, Inc.$306K1
277TRUIST FINANCIAL CORP$304K1
278HB Wealth Management, LLC$302K1
279Corecam AG$301K1
280TEACHER RETIREMENT SYSTEM OF TEXAS$300K1
281MUFG Securities EMEA plc$299K1
282Central Pacific Bank - Trust Division$293K1
283OMERS ADMINISTRATION Corp$292K1
284DOLIVER ADVISORS, LP$292K1
285NATIXIS$291K1
286SILVER OAK SECURITIES, INCORPORATED$290K1
287Powell Investment Advisors, LLC$289K1
288Marex Group Ltd$287K1
289Summit Financial, LLC$286K1
290Empirical Finance, LLC$283K1
291Baird Financial Group, Inc.$282K1
292Truvestments Capital LLC$281K1
293WBI INVESTMENTS, LLC$281K1
294Counterpoint Mutual Funds LLC$273K1
295GROUPAMA ASSET MANAGMENT$272K1
296NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$263K1
297EP Wealth Advisors, LLC$255K1
298Financial Advisors Network, Inc.$255K1
299SIGNET FINANCIAL MANAGEMENT, LLC$251K1
300OPPENHEIMER & CO INC$248K1
301AFFINITY INVESTMENT ADVISORS, LLC$245K1
302WELLINGTON MANAGEMENT GROUP LLP$245K1
303Fieldview Capital Management, LLC$245K1
304MACQUARIE GROUP LTD$240K1
305Apollon Wealth Management, LLC$240K1
306Merit Financial Group, LLC$239K1
307UNITED CAPITAL FINANCIAL ADVISORS, LLC$237K1
308Cardinal Point Capital Management ULC$237K1
309Generali Investments Towarzystwo Funduszy Inwestycyjnych$237K1
310State of Wyoming$236K1
311NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$233K1
312Optas, LLC$225K1
313BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$224K1
314PATTON FUND MANAGEMENT, INC.$218K1
315FULTON BANK, N.A.$213K1
316PFG Investments, LLC$213K1
317CHILDRESS CAPITAL ADVISORS, LLC$211K1
318CHIRON CAPITAL MANAGEMENT, LLC$207K1
319North Dakota State Investment Board$206K1
320Kera Capital Partners, Inc.$201K1
321GROUP ONE TRADING LLC$201K1
322Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$200K1
323SECURIAN ASSET MANAGEMENT, INC$196K1
324OSSIAM$193K1
325Quarry LP$177K1
326DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$173K1
327BFSG, LLC$125K1
328New Age Alpha Advisors, LLC$116K1
329TEMA ETFS LLC$114K1
330Intesa Sanpaolo Wealth Management$112K1
331Resona Asset Management Co.,Ltd.$96.7K1
332Bayforest Capital Ltd$87.9K1
333Caitlin John, LLC$82.8K1
334Arax Advisory Partners$80.4K1
335QUADRANT CAPITAL GROUP LLC$77.0K1
336Eurizon Capital SGR S.p.A.$73.9K1
337Steward Partners Investment Advisory, LLC$72.1K1
338DANSKE BANK A/S$60.3K1
339Allworth Financial LP$54.8K1
340UMB Bank, n.a.$52.7K1
341Silvant Capital Management LLC$49.5K1
342Aquatic Capital Management LLC$42.2K1
343SIGNATUREFD, LLC$36.3K1
344WPG Advisers, LLC$34.9K1
345True Wealth Design, LLC$30.8K1
346Crewe Advisors LLC$27.4K1
347Cromwell Holdings LLC$23.7K1
348Spire Wealth Management$23.1K1
349Blue Trust, Inc.$23.0K1
350Parkside Financial Bank & Trust$22.4K1
351Larson Financial Group LLC$22.2K1
352KBC Group NV$21.4K1
353Cassaday & Co Wealth Management LLC$19.3K1
354BEACON INVESTMENT ADVISORY SERVICES, INC.$17.2K1
355DT Investment Partners, LLC$14.7K1
356Atlantic Union Bankshares Corp$13.9K1
357SUMMIT SECURITIES GROUP LLC$13.6K1
358Reyes Financial Architecture, Inc.$12.5K1
359Addison Advisors LLC$12.4K1
360ASSETMARK, INC$11.9K1
361Smartleaf Asset Management LLC$11.4K1
362Bank & Trust Co$10.9K1
363EVOLUTION WEALTH MANAGEMENT INC.$10.2K1
364Sachetta, LLC$9.4K1
365HRT FINANCIAL LP$9.4K1
366Godfrey Financial Associates, Inc.$8.8K1
367Beaird Harris Wealth Management, LLC$8.8K1
368INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$8.8K1
369FINANCIAL CONSULATE, INC$8.6K1
370SITTNER & NELSON, LLC$8.6K1
371Hilltop National Bank$8.6K1
372SJS Investment Consulting Inc.$8.3K1
373ALGERT GLOBAL LLC$8.2K1
374CVA Family Office, LLC$7.8K1
375DELTA ASSET MANAGEMENT LLC/TN$7.5K1
376Founders Capital Management$6.5K1
3771 NORTH WEALTH SERVICES LLC$6.5K1
378Westfuller Advisors, LLC$6.4K1
379Measured Wealth Private Client Group, LLC$6.2K1
380Geneos Wealth Management Inc.$5.5K1
381South Dakota Investment Council$5.4K1
382MV CAPITAL MANAGEMENT, INC.$5.3K1
383Clearstead Advisors, LLC$5.2K1
384Transamerica Financial Advisors, LLC$5.2K1
385DekaBank Deutsche Girozentrale$4.9K1
386MCF Advisors LLC$4.4K1
387JFS WEALTH ADVISORS, LLC$4.1K1
388Pinnacle Wealth Planning Services, Inc.$4.0K1
389Clearstead Trust, LLC$3.8K1
390Bell Investment Advisors, Inc$3.4K1
391Physician Wealth Advisors, Inc.$3.3K1
392Vermillion Wealth Management, Inc.$3.2K1
393State of Alaska, Department of Revenue$3.1K1
394Kilter Group LLC$3.1K1
395Annis Gardner Whiting Capital Advisors, LLC$3.0K1
396Treasurer of the State of North Carolina$3.0K1
397CALDWELL SUTTER CAPITAL, INC.$2.6K1
398Key Capital Management, INC$2.5K1
399Johnson Financial Group, Inc.$2.2K1
400Grove Bank & Trust$2.2K1
401CENTRAL TRUST Co$2.2K1
402MidFirst Bank$2.0K1
403Meramec Financial Planners, LLC$1.9K1
404ELEVATION WEALTH PARTNERS, LLC$1.9K1
405DiNuzzo Private Wealth, Inc.$1.6K1
406Rialto Wealth Management, LLC$1.5K1
407Manchester Capital Management LLC$1.4K1
408Intentional Wealth Strategies, LLC$1.3K1
409Owl Creek Wealth Partners LLC$1.3K1
410Claret Asset Management Corp$1.1K1
411PICTON MAHONEY ASSET MANAGEMENT$9041
412Smallwood Wealth Investment Management, LLC$8611
413Vestcor Inc$7591
414Virtu Financial LLC$7421
415Private Wealth Management Group, LLC$5601
416THRIVENT FINANCIAL FOR LUTHERANS$5491
417Abound Wealth Management$5171
418SouthState Bank Corp$4741
419Clayton Financial Group LLC$4311
420Fairman Group, LLC$4311
421CHILTON CAPITAL MANAGEMENT LLC$3451
422HFM Investment Advisors, LLC$3441
423Caitong International Asset Management Co., Ltd$2581
424GSA CAPITAL PARTNERS LLP$2181
425DecisionPoint Financial, LLC$2161
426Synergy Investment Management, LLC$1721
427Blume Capital Management, Inc.$1301
428Valued Wealth Advisors LLC$871
429Activest Wealth Management$861
430Employees Retirement System of Texas$811
431Rakuten Securities, Inc.$431
432Avion Wealth$21
433VANGUARD GROUP INC$01
434GLENMEDE TRUST CO NA$01
435VALLEY NATIONAL ADVISERS INC$01
436HARBOUR INVESTMENTS, INC.$01
437HOWARD HUGHES MEDICAL INSTITUTE$01
438COMERICA BANK$01
439MOODY ALDRICH PARTNERS LLC$01
440Swedbank AB$01
441KINGDON CAPITAL MANAGEMENT, L.L.C.$01
442VIRGINIA RETIREMENT SYSTEMS ET Al$01
443CIBC WORLD MARKETS CORP$01
444PARK AVENUE SECURITIES LLC$01
445D.A. DAVIDSON & CO.$01
446EASTERN BANK$01
447PRUDENTIAL FINANCIAL INC$01
448FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$01
449CIBC Private Wealth Group LLC$01
450Grantham, Mayo, Van Otterloo & Co. LLC$01
451NORGES BANK$01
452PEAK6 LLC$01
453Hudson Bay Capital Management LP$01
454GHP Investment Advisors, Inc.$01
455Baker Avenue Asset Management, LP$01
456HOURGLASS CAPITAL, LLC$01
457Verition Fund Management LLC$01
458Alberta Investment Management Corp$01
459TWO SIGMA ADVISERS, LP$01
460Edgestream Partners, L.P.$01
461Allianz Asset Management GmbH$01
462PDT Partners, LLC$01
463LMR Partners LLP$01
464Penserra Capital Management LLC$01
465Capital Advisors, Ltd. LLC$01
466Point72 Asset Management, L.P.$01
467Caprock Group, LLC$01
468Trexquant Investment LP$01
469EDMOND DE ROTHSCHILD HOLDING S.A.$01
470Versor Investments LP$01
471Sagewood Asset Management LP$01
472Holocene Advisors, LP$01
473AlphaCore Capital LLC$01
474Verdence Capital Advisors LLC$01
475DV Trading LLC$01
476Howard Capital Management, LLC$01
477ExodusPoint Capital Management, LP$01
478Distillate Capital Partners LLC$01
479Global Retirement Partners, LLC$01
480Qsemble Capital Management, LP$01
481SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$01
482OCCUDO QUANTITATIVE STRATEGIES LP$01
483Sage Mountain Advisors LLC$01
484Maxi Investments CY Ltd$01
485AlTi Global, Inc.$01
486DV EQUITIES, LLC$01
487Optiver Holding B.V.$01
488NewEdge Wealth, LLC$01
489Accurate Wealth Management, LLC$01
490AlphaQuest LLC$01
491PharVision Advisers, LLC$01
492Highlander Partners, L.P.$01
493Forum Financial Management, LP$01
494SageView Advisory Group, LLC$01
495AXQ CAPITAL, LP$01
496Cape Investment Advisory, Inc.$01
497Dunhill Financial, LLC$01
498DoubleLine ETF Adviser LP$01
499Kingdom Financial Group LLC.$01
500LBP AM SA$01
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 TAP

RETAINED WINDOW · ACTIVE HITS
Signal hits naming TAP
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2 hits

Every rule, with its definition →

Planned modules for TAP · financials and macro

Financials — as filed PLANNED

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