Public record / Tickers / TD

TD — TORONTO DOMINION BANK

Both disclosure regimes on one name: who in Congress filed about TD, 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
27
all PTR rows naming TD
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
09-04
filed 2025-09-04
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

Thomas MacArthur · $100K–$250K

Sale · traded 2016-04-19 → filed 2016-05-09. Ranked over every TD row by the provable lower bound, never a point estimate.

No member disclosed TD in the trailing 12 months

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

No dated TD rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING TD · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning TD
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-09-04Donald Norcross D–NJ-1SaleTraded 2024-06-04 LATE·457d$15K–$50K
2024-08-19Jared Moskowitz D–FL-23SaleTraded 07-05 +45d$1K–$15K
2024-08-06Jared Moskowitz D–FL-23Sale · DC (dependent-child-owned)Traded 07-05 +32d$1K–$15K
2024-08-06Jared Moskowitz D–FL-23Sale · DC (dependent-child-owned)Traded 07-01 +36d$1K–$15K
2017-10-16Shelley Moore Capito R–WVPurchaseTraded 09-05 +41d$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 27 ↗

Members active in TD

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed TD in the trailing 12 months.

Congress ↔ notable managers · TD

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

Congress · last 90 days

Buyers
0
Sellers
0

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

Notable managers · quarter ended 2026-03-31

Adding
0 $0 held
Trimming
1 Bridgewater Associates $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · TORONTO DOMINION BK ONT

Merged timeline of congressional filings and notable-manager moves on TD
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Fexit−99,698 sh

1 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 TD for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1ROYAL BANK OF CANADA$10.7B1
2BANK OF MONTREAL /CAN/$7.0B1
3VANGUARD CAPITAL MANAGEMENT LLC$4.7B1
4CIBC WORLD MARKET INC.$3.7B1
5TD ASSET MANAGEMENT INC$3.5B1
61832 Asset Management L.P.$2.8B1
7NATIONAL BANK OF CANADA /FI/$2.6B1
8FIL Ltd$2.5B1
9MACKENZIE FINANCIAL CORP$2.3B1
10TD Waterhouse Canada Inc.$1.9B1
11MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.6B1
12MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.4B1
13VANGUARD FIDUCIARY TRUST CO$1.4B1
14BANK OF NOVA SCOTIA$1.2B1
15CANADA PENSION PLAN INVESTMENT BOARD$1.2B1
16CIBC Asset Management Inc$1.1B1
17Vanguard Global Advisers, LLC$1.1B1
18FMR LLC$1.0B1
19Connor, Clark & Lunn Investment Management Ltd.$993M1
20SCOTIA CAPITAL INC.$987M1
21Legal & General Group Plc$965M1
22Federation des caisses Desjardins du Quebec$890M1
23DIMENSIONAL FUND ADVISORS LP$706M1
24HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$604M1
25MORGAN STANLEY$559M1
26Invesco Ltd.$509M1
27BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$470M1
28CHARLES SCHWAB INVESTMENT MANAGEMENT INC$468M1
29BANK OF AMERICA CORP /DE/$464M1
30DEUTSCHE BANK AG\$433M1
31Alberta Investment Management Corp$392M1
32PICTON MAHONEY ASSET MANAGEMENT$350M1
33Amundi$290M1
34VANGUARD ASSET MANAGEMENT, Ltd$287M1
35Capital Research Global Investors$276M1
36PUBLIC SECTOR PENSION INVESTMENT BOARD$274M1
37CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$274M1
38STATE STREET CORP$268M1
39LETKO, BROSSEAU & ASSOCIATES INC$234M1
40TORONTO DOMINION BANK$196M1
41BlackRock, Inc.$190M1
42Grantham, Mayo, Van Otterloo & Co. LLC$183M1
43UBS Group AG$177M1
44Addenda Capital Inc.$169M1
45Aviso Financial Inc.$158M1
46ALLIANCEBERNSTEIN L.P.$154M1
47OMERS ADMINISTRATION Corp$151M1
48AVIVA PLC$140M1
49SEB Asset Management AB$139M1
50Nuveen, LLC$136M1
51Scheer, Rowlett & Associates Investment Management Ltd.$128M1
52NORTHERN TRUST CORP$123M1
53GUARDIAN CAPITAL LP$121M1
54Quadrature Capital Ltd$120M1
55INTACT INVESTMENT MANAGEMENT INC.$117M1
56AQR CAPITAL MANAGEMENT LLC$116M1
57FRANKLIN RESOURCES INC$104M1
58Korea Investment CORP$102M1
59Clark Capital Management Group, Inc.$99.3M1
60Alyeska Investment Group, L.P.$87.9M1
61Pictet Asset Management Holding SA$85.9M1
62TWO SIGMA INVESTMENTS, LP$82.1M1
63BNP Paribas Asset Management Holding S.A.$73.8M1
64Vanguard Investments Australia, Ltd.$73.5M1
65Zurcher Kantonalbank (Zurich Cantonalbank)$71.4M1
66BANK OF NOVA SCOTIA TRUST CO$69.6M1
67INTECH INVESTMENT MANAGEMENT LLC$65.9M1
68Guardian Partners Inc.$65.6M1
69Northwest & Ethical Investments L.P.$64.6M1
70LAZARD ASSET MANAGEMENT LLC$62.2M1
71AMERICAN CENTURY COMPANIES INC$62.0M1
72Qube Research & Technologies Ltd$59.0M1
73UniSuper Management Pty Ltd$58.7M1
74FIRST TRUST ADVISORS LP$56.1M1
75CITIGROUP INC$54.6M1
76MILLENNIUM MANAGEMENT LLC$53.5M1
77CIDEL ASSET MANAGEMENT INC$53.3M1
78STATE OF WISCONSIN INVESTMENT BOARD$50.8M1
79Purpose Unlimited Inc.$50.8M1
80ROYAL LONDON ASSET MANAGEMENT LTD$47.4M1
81Fiera Capital Corp$45.4M1
82ENVESTNET ASSET MANAGEMENT INC$41.8M1
83Advisors Capital Management, LLC$40.6M1
84Lansforsakringar Fondforvaltning AB (publ)$37.0M1
85MONTRUSCO BOLTON INVESTMENTS INC.$34.2M1
86RAYMOND JAMES FINANCIAL INC$33.3M1
87Harvest Portfolios Group Inc.$33.2M1
88AustralianSuper Pty Ltd$31.8M1
89WELLS FARGO & COMPANY/MN$30.7M1
90WELLINGTON MANAGEMENT GROUP LLP$30.5M1
91Zurich Insurance Group Ltd/FI$29.8M1
92Swiss Life Asset Management Ltd$28.9M1
93GODSEY & GIBB, INC$28.6M1
94Varma Mutual Pension Insurance Co$28.1M1
95Allianz Asset Management GmbH$27.8M1
96SIG North Trading, ULC$27.7M1
97Cardinal Point Capital Management ULC$27.3M1
98Investment Management Corp of Ontario$26.7M1
99USS Investment Management Ltd$26.2M1
100CANERECTOR INC$26.0M1
101Triasima Portfolio Management inc.$25.7M1
102Creative Planning$24.7M1
103Janus Henderson Group Ltd.$24.5M1
104Genus Capital Management Inc.$24.2M1
105Generali Asset Management SPA SGR$23.1M1
106Heathbridge Capital Management Ltd.$22.7M1
107Maryland State Retirement & Pension System$22.2M1
108LPL Financial LLC$21.4M1
109ASR Vermogensbeheer N.V.$20.5M1
110Man Group plc$20.1M1
111Waratah Capital Advisors Ltd.$19.8M1
112Danica Pension, Livsforsikringsaktieselskab$19.1M1
113D. E. Shaw & Co., Inc.$18.6M1
114CITADEL ADVISORS LLC$18.2M1
115PORTLAND INVESTMENT COUNSEL INC.$17.9M1
116Crossmark Global Holdings, Inc.$17.4M1
117HighTower Advisors, LLC$17.4M1
118NICOLA WEALTH MANAGEMENT LTD.$17.2M1
119Utah Retirement Systems$17.1M1
120American Assets Investment Management, LLC$15.4M1
121Quantinno Capital Management LP$15.2M1
122JANE STREET GROUP, LLC$14.1M1
123Lighthouse Investment Partners, LLC$12.8M1
124Lombard Odier Asset Management (Switzerland) SA$12.2M1
125PCJ Investment Counsel Ltd.$11.4M1
126Gold Investment Management Ltd.$11.1M1
127VOYA INVESTMENT MANAGEMENT LLC$11.0M1
128Osmosis Investment Management UK Ltd$10.6M1
129O'SHAUGHNESSY ASSET MANAGEMENT, LLC$9.9M1
130Modera Wealth Management, LLC$9.2M1
131HSBC HOLDINGS PLC$9.1M1
132RENAISSANCE TECHNOLOGIES LLC$9.0M1
133Cumberland Partners Ltd$8.8M1
134Walter Public Investments Inc.$8.8M1
135Cetera Investment Advisers$8.7M1
136STIFEL FINANCIAL CORP$8.6M1
137Mariner, LLC$8.4M1
138NewSquare Capital LLC$8.3M1
139SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$8.1M1
140JCIC Asset Management Inc.$8.1M1
141Y-Intercept (Hong Kong) Ltd$8.0M1
142FIDUCIARY TRUST CO$8.0M1
143COMMONWEALTH EQUITY SERVICES, LLC$8.0M1
144Capital World Investors$7.7M1
145BCV Asset Management Inc.$7.3M1
146K.J. Harrison & Partners Inc$6.6M1
147SUSQUEHANNA ADVISORS GROUP, INC.$6.6M1
148NATIXIS$6.6M1
149Point72 Asset Management, L.P.$6.3M1
150CREDIT AGRICOLE S A$6.1M1
151Pacifica Partners Inc.$5.8M1
152Stablepoint Partners, LLC$5.7M1
153UNIVEST FINANCIAL Corp$5.7M1
154Ensign Peak Advisors, Inc$5.6M1
155Metis Global Partners, LLC$5.6M1
156Cerity Partners LLC$5.4M1
157Corient Private Wealth LLC$5.2M1
158Ewing Morris & Co. Investment Partners Ltd.$5.0M1
159JUPITER ASSET MANAGEMENT LTD$4.9M1
160Assenagon Asset Management S.A.$4.9M1
161Value Partners Investments Inc.$4.8M1
162Tidal Investments LLC$4.5M1
163Burkett Asset Management Ltd$4.4M1
164Tacita Capital Inc$4.3M1
165Focus Partners Wealth$4.3M1
166Orion Porfolio Solutions, LLC$4.2M1
167Vise Technologies, Inc.$4.2M1
168NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.1M1
169OSAIC HOLDINGS, INC.$4.1M1
170WELCH & FORBES LLC$4.0M1
171Vanguard Personalized Indexing Management, LLC$4.0M1
172Auto-Owners Insurance Co$3.9M1
173WORLDQUANT MILLENNIUM ADVISORS LLC$3.7M1
174M&T BANK CORP$3.7M1
175MML INVESTORS SERVICES, LLC$3.6M1
176Cassaday & Co Wealth Management LLC$3.5M1
177QUADRANT CAPITAL GROUP LLC$3.4M1
178TABLEAUX LLC$3.4M1
179BALDWIN WEALTH PARTNERS LLC/MA$3.2M1
180Evelyn Partners Investment Management LLP$3.2M1
181Sustainable Insight Capital Management, LLC$3.1M1
182PRUDENTIAL PLC$3.1M1
183CenterBook Partners LP$3.0M1
184Rockefeller Capital Management L.P.$3.0M1
185Laird Norton Wetherby Trust Company, LLC$2.9M1
186Private Advisor Group, LLC$2.9M1
187GROUP ONE TRADING LLC$2.9M1
188CMH Wealth Management LLC$2.9M1
189Sumitomo Mitsui DS Asset Management Company, Ltd$2.8M1
190GRIMES & Co WEALTH MANAGEMENT, LLC$2.8M1
191Equitable Holdings, Inc.$2.8M1
192Flagship Capital Management Inc.$2.8M1
193Claro Advisors Inc.$2.7M1
194PINNACLE ASSOCIATES LTD$2.7M1
195&PARTNERS$2.6M1
196DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$2.6M1
197SIGNATUREFD, LLC$2.6M1
198Te Ahumairangi Investment Management Ltd$2.6M1
199Magnetar Financial LLC$2.5M1
200Pathstone Holdings, LLC$2.5M1
201IEQ CAPITAL, LLC$2.5M1
202WealthTrust Axiom LLC$2.5M1
203WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.4M1
204MERCER GLOBAL ADVISORS INC /ADV$2.4M1
205US BANCORP \DE\$2.4M1
206Compound Planning, Inc.$2.4M1
207Moors & Cabot, Inc.$2.3M1
208XTX Topco Ltd$2.3M1
209Empowered Funds, LLC$2.3M1
210Morningstar Investment Management LLC$2.2M1
211PRINCIPAL SECURITIES, INC.$2.2M1
212PARK CIRCLE Co$2.2M1
213Sequoia Financial Advisors, LLC$2.2M1
214Family Legacy, Inc.$2.2M1
215Applied Capital LLC/FL$2.2M1
216State of Wyoming$2.1M1
217HORIZON KINETICS ASSET MANAGEMENT LLC$2.1M1
218Weaver C. Barksdale & Associates, Inc.$2.1M1
219Kestra Advisory Services, LLC$2.0M1
220Stratos Wealth Partners, LTD.$2.0M1
221Probity Advisors, Inc.$2.0M1
222Nordwand Advisors, LLC$1.9M1
223SEI INVESTMENTS CO$1.9M1
224Bleakley Financial Group, LLC$1.8M1
225Alphadyne Asset Management LP$1.8M1
226BALYASNY ASSET MANAGEMENT L.P.$1.8M1
227DONALDSON CAPITAL MANAGEMENT, LLC$1.8M1
228VIEWPOINT INVESTMENT PARTNERS CORP$1.8M1
229Hudson Portfolio Management LLC$1.7M1
230Steward Partners Investment Advisory, LLC$1.7M1
231Sanctuary Advisors, LLC$1.7M1
232COMMONS CAPITAL, LLC$1.7M1
233Frank, Rimerman Advisors LLC$1.6M1
234Beacon Pointe Advisors, LLC$1.5M1
235Valmark Advisers, Inc.$1.5M1
236Greenfield Seitz Capital Management, LLC$1.5M1
237Redhawk Wealth Advisors, Inc.$1.4M1
238KEYBANK NATIONAL ASSOCIATION/OH$1.4M1
239TRUIST FINANCIAL CORP$1.4M1
240EP Wealth Advisors, LLC$1.4M1
241AMERICAN ASSETS INC$1.4M1
242Cyndeo Wealth Partners, LLC$1.4M1
243CENTRAL TRUST Co$1.4M1
244Daiwa Securities Group Inc.$1.4M1
245Quilter Plc$1.4M1
246Caprock Group, LLC$1.3M1
247Qtron Investments LLC$1.3M1
248Balanced Rock Investment Advisors LLC$1.3M1
249LRT Capital Management, LLC$1.3M1
250Walleye Capital LLC$1.3M1
251ARS Wealth Advisors Group, LLC$1.2M1
252Savant Capital, LLC$1.2M1
253HM PAYSON & CO$1.2M1
254RITHOLTZ WEALTH MANAGEMENT$1.2M1
255Ballentine Partners, LLC$1.2M1
256Main Line Retirement Advisors, LLC$1.1M1
257Bridgewater Advisors Inc.$1.1M1
258Callan Family Office, LLC$1.1M1
259Radnor Capital Management, LLC$1.1M1
260PCM Encore, LLC$1.1M1
261COMMERCE BANK$1.1M1
262SILVERLAKE WEALTH MANAGEMENT LLC$1.1M1
263Dickmeyer Boyce Financial Management, Inc.$1.0M1
264PRINCIPAL FINANCIAL GROUP INC$1.0M1
265UMB Bank, n.a.$1.0M1
266D.A. DAVIDSON & CO.$1.0M1
267Affinity Capital Advisors, LLC$1.0M1
268BLAIR WILLIAM & CO/IL$965K1
269Linden Thomas Advisory Services, LLC$955K1
270Themes Management Co LLC$949K1
271TI-TRUST, INC$945K1
272CHESAPEAKE CAPITAL CORP /IL/$938K1
273Avalon Trust Co$933K1
274ALLIANZ SE$931K1
275FIRST CITIZENS BANK & TRUST CO$925K1
276Tower Research Capital LLC (TRC)$919K1
277KESTRA PRIVATE WEALTH SERVICES, LLC$919K1
278Gateway Wealth Partners, LLC$912K1
279FULTON BANK, N.A.$894K1
280NewEdge Advisors, LLC$856K1
281MGO ONE SEVEN LLC$854K1
282CRA Financial Services, LLC$846K1
283EVERGREEN CAPITAL MANAGEMENT LLC$840K1
284Penobscot Investment Management Company, Inc.$820K1
285OneDigital Investment Advisors LLC$806K1
286ROCKLAND TRUST CO$785K1
287WESTWOOD HOLDINGS GROUP INC$784K1
288Essex Financial Services, Inc.$770K1
289BURNEY CO/$753K1
290QRG CAPITAL MANAGEMENT, INC.$753K1
291NLB Skladi, upravljanje premozenja, d.o.o.$746K1
292Vident Advisory, LLC$743K1
293BROWN ADVISORY INC$740K1
294Atria Investments, Inc$737K1
295CWM, LLC$736K1
296M. Kulyk & Associates, LLC$734K1
297PDS Planning, Inc$730K1
298Candriam S.C.A.$725K1
299Wolff Financial Management LLC$725K1
300Pathway Financial Advisers, LLC$720K1
301World Investment Advisors$717K1
302LGT Group Foundation$708K1
303Sivia Capital Partners, LLC$707K1
304SAGESPRING WEALTH PARTNERS, LLC$698K1
305SkyOak Wealth, LLC$690K1
306Carnegie Lake Advisors LLC$681K1
307Checchi Capital Advisers, LLC$671K1
308Apollon Wealth Management, LLC$669K1
309CAPSTONE INVESTMENT ADVISORS, LLC$648K1
310Concurrent Investment Advisors, LLC$642K1
311Mystic Asset Management, Inc.$631K1
312SHP Wealth Management$617K1
313Net Worth Advisory Group$610K1
314Greenfield Savings Bank$601K1
315Chicago Partners Investment Group LLC$600K1
316Ranch Capital Advisors Inc.$599K1
317Jefferies Financial Group Inc.$578K1
318OPPENHEIMER & CO INC$578K1
319Merit Financial Group, LLC$576K1
320Investors Research Corp$568K1
321CABOT WEALTH MANAGEMENT INC$563K1
322DAVENPORT & Co LLC$559K1
323DAVIS R M INC$555K1
324ASAHI LIFE ASSET MANAGEMENT CO., LTD.$537K1
325Baird Financial Group, Inc.$536K1
326Pure Financial Advisors, LLC$529K1
327Marble Harbor Investment Counsel, LLC$521K1
328HB Wealth Management, LLC$515K1
329BENNETT SELBY INVESTMENTS LP$511K1
330ACADIAN ASSET MANAGEMENT LLC$510K1
331Dynamic Technology Lab Private Ltd$509K1
332Aprio Wealth Management, LLC$505K1
333WRIGHT INVESTORS SERVICE INC$502K1
334Ascent Group, LLC$497K1
335Wealth Management Associates, Inc.$491K1
336Blue Trust, Inc.$490K1
337MQS Management LLC$489K1
338Covenant Asset Management, LLC$480K1
339DIVERSIFY WEALTH MANAGEMENT, LLC$479K1
340Income Insurance Ltd$478K1
341Manske Wealth Management$476K1
342Bank Julius Baer & Co. Ltd, Zurich$472K1
343Next Level Private LLC$469K1
344UNITED CAPITAL FINANCIAL ADVISORS, LLC$469K1
345Sowell Financial Services LLC$465K1
346UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$460K1
347BAR HARBOR WEALTH MANAGEMENT$456K1
348Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$453K1
349Ashton Thomas Private Wealth, LLC$450K1
350GREAT VALLEY ADVISOR GROUP, INC.$449K1
351Verdence Capital Advisors LLC$441K1
352Brooklyn Investment Group$436K1
353Fiduciary Group, LLC$433K1
354111 Capital$432K1
355Addison Advisors LLC$430K1
356J. Safra Sarasin Holding AG$426K1
357Independent Advisor Alliance$426K1
358Allworth Financial LP$425K1
359Powers Advisory Group, LLC$423K1
360WASATCH ADVISORS LP$422K1
361Cypress Capital Group$421K1
362Massar Capital Management, LP$416K1
363Rehmann Capital Advisory Group$415K1
364CITIZENS FINANCIAL GROUP INC/RI$410K1
365Waverly Advisors, LLC$408K1
366PARSONS CAPITAL MANAGEMENT INC/RI$408K1
367Prospera Financial Services Inc$406K1
368COLDSTREAM CAPITAL MANAGEMENT INC$406K1
369Alhambra Investment Management LLC$397K1
370CIBC Bancorp USA Inc.$395K1
371Spartan Wealth Advisory Services LLC$394K1
372Focus Partners Advisor Solutions, LLC$389K1
373Kathmere Capital Management, LLC$386K1
374Columbia Asset Management$386K1
375Pine Valley Investments Ltd Liability Co$385K1
376Csenge Advisory Group$384K1
377Five Oceans Advisors$382K1
378Cromwell Holdings LLC$382K1
379Pinnacle Financial Partners, Inc.$380K1
380VIRTUS ADVISERS, LLC$378K1
381Independence Financial Advisors, LLC$378K1
382Farringdon Capital, Ltd.$374K1
383Coastline Trust Co$373K1
384West Family Investments, Inc.$372K1
385Transamerica Financial Advisors, LLC$370K1
386GMT CAPITAL CORP$370K1
387MFA Wealth Services$368K1
388Cordatus Wealth Management LLC$364K1
389Brevan Howard Capital Management LP$363K1
390180 WEALTH ADVISORS, LLC$355K1
391Ameritas Advisory Services, LLC$353K1
392LOM Asset Management Ltd$353K1
393MAVERICK CAPITAL LTD$352K1
394Wilmington Savings Fund Society, FSB$351K1
395Pines Wealth Management, LLC$351K1
396Empirical Asset Management, LLC$346K1
397Brucke Financial, Inc.$345K1
398JOURNEY STRATEGIC WEALTH LLC$342K1
399Connecticut Wealth Management, LLC$340K1
400Wealthspire Advisors, LLC$339K1
401CVA Family Office, LLC$338K1
402RIVERSEDGE ADVISORS, LLC$336K1
403Old North State Wealth Management, LLC$333K1
404Legacy Capital Group California, Inc.$333K1
405Flatrock Wealth Partners LLC$333K1
406FCG Investment Co$331K1
407EVOLVE PRIVATE WEALTH, LLC$330K1
408Sound View Wealth Advisors Group, LLC$328K1
409HBK Sorce Advisory LLC$326K1
410INDEPENDENT FINANCIAL GROUP, LLC$326K1
411JFS WEALTH ADVISORS, LLC$317K1
412First Affirmative Financial Network$317K1
413Kingsview Wealth Management, LLC$316K1
414Berger Financial Group, Inc$309K1
415MAI Capital Management$309K1
416MEANS INVESTMENT CO., INC.$306K1
417Apella Capital, LLC$304K1
418WEALTH EFFECTS LLC$304K1
419Clearstead Advisors, LLC$304K1
420Westover Capital Advisors, LLC$303K1
421SHELTON CAPITAL MANAGEMENT$303K1
422Simplicity Wealth,LLC$301K1
423ARQ WEALTH ADVISORS, LLC$297K1
424Western Wealth Management, LLC$294K1
425Harbor Group, Inc.$294K1
426SMITHBRIDGE ASSET MANAGEMENT INC/DE$294K1
427Williams Financial, LLC$294K1
428Wealthcare Advisory Partners LLC$291K1
429CALTON & ASSOCIATES, INC.$289K1
430FIDUCIARY FINANCIAL GROUP, LLC$289K1
431Philip James Wealth Mangement, LLC$288K1
432SAX WEALTH ADVISORS, LLC$287K1
433Edgestream Partners, L.P.$285K1
434Braun-Bostich & Associates Inc.$284K1
435Savvy Advisors, Inc.$282K1
436Successful Portfolios LLC$280K1
437Leo Wealth, LLC$277K1
438BEACON INVESTMENT ADVISORY SERVICES, INC.$276K1
439JOHNSON INVESTMENT COUNSEL INC$276K1
440GUGGENHEIM CAPITAL LLC$276K1
441Geneos Wealth Management Inc.$271K1
442Impact Investors, Inc$264K1
443Jacobi Capital Management LLC$264K1
444BIRCH FINANCIAL GROUP, LLC$264K1
445SEEDS INVESTOR LLC$264K1
446Accurate Wealth Management, LLC$259K1
447Firestone Capital Management$256K1
448RWA WEALTH PARTNERS, LLC$255K1
449OneAscent Family Office, LLC$255K1
450Shulman DeMeo Asset Management LLC$253K1
451SUMMIT SECURITIES GROUP LLC$252K1
452Venture Visionary Partners LLC$247K1
453Premier Path Wealth Partners, LLC$246K1
454Aaron Wealth Advisors LLC$246K1
455Capital Investment Advisors, LLC$246K1
456Bryn Mawr Trust Advisors, LLC$243K1
457SILVER OAK SECURITIES, INCORPORATED$239K1
458Choate Investment Advisors$239K1
459Cresset Asset Management, LLC$238K1
460Emergent Wealth Advisors, LLC$234K1
461Omnia Family Wealth, LLC$234K1
462INSPIRION WEALTH ADVISORS, LLC$233K1
463BetterWealth, LLC$231K1
464YHB Investment Advisors, Inc.$231K1
46555 North Private Wealth, LLC$231K1
466SUMMIT WEALTH & RETIREMENT PLANNING, INC.$230K1
467HUB Investment Partners, LLC$229K1
468AFT, FORSYTH & COMPANY, INC.$229K1
469Envestnet Portfolio Solutions, Inc.$227K1
470KCM INVESTMENT ADVISORS LLC$226K1
471FOUNDATIONS INVESTMENT ADVISORS, LLC$226K1
472Massachusetts Wealth Management$225K1
473Avior Wealth Management, LLC$224K1
474Clearstead Trust, LLC$224K1
475Hill Investment Group Partners, LLC$224K1
476ASPIRIANT, LLC$223K1
477Stonebrook Private Inc.$222K1
478PFG Investments, LLC$221K1
479Wescott Financial Advisory Group, LLC$221K1
480Hilltop National Bank$220K1
481Innova Wealth Partners$220K1
482Sepio Capital, LP$219K1
483Key FInancial Inc$218K1
484KILEY JUERGENS WEALTH MANAGEMENT, LLC$217K1
485Summit Financial, LLC$216K1
486MATTERN CAPITAL MANAGEMENT, LLC$215K1
487AE Wealth Management LLC$215K1
488Spire Wealth Management$214K1
489Brown Shipley& Co Ltd$214K1
490Sensenig Capital Advisors, Inc$213K1
491Diversify Advisory Services, LLC$213K1
492Argos Wealth Advisors, LLC$213K1
493Mitsubishi UFJ Asset Management Co., Ltd.$212K1
494Patriot Financial Group Insurance Agency, LLC$212K1
495Lido Advisors, LLC$210K1
496Advisor OS, LLC$209K1
497PDT Partners, LLC$205K1
498Medallion Wealth Advisors, LLC$205K1
499MJP ASSOCIATES INC /ADV$205K1
500CogentBlue Wealth Advisors, LLC$204K1
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)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ 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 TD

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for TD · financials and macro

Financials — as filed PLANNED

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