Public record / Tickers / TDY

TDY — TELEDYNE TECHNOLOGIES INC

Both disclosure regimes on one name: who in Congress filed about TDY, 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
24
all PTR rows naming TDY
Members · 12m
2
0 buys · 8 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

Alan Armstrong · $50.0K–$100K

Sale · traded 2026-03-27 → filed 2026-07-21. Ranked over every TDY row by the provable lower bound, never a point estimate.

2 members · 0 buys / 8 sells

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

6 rows filed past the 45-day window

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

Congress · disclosure timeline

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

10 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. 10 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING TDY · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning TDY
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-09April McClain Delaney D–MD-6Sale · DC (dependent-child-owned)Traded 08-25 +15d$15K–$50K
2026-09-09April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 08-24 +16d$1K–$15K
2026-09-09April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 08-21 +19d$1K–$15K
2026-09-09April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 08-20 +20d$1K–$15K
2026-09-09April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 08-19 +21d$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 24 ↗

Members active in TDY

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing TDY 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-67−$140K to −$21.0K2
Alan Armstrong R–OK1−$100K to −$50.0K2

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

Congress ↔ notable managers · TDY

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, Alan Armstrong R–OK $69K–$210K

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

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $44.5M held
Trimming
1 Moore Capital Management $0 held

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

Merged timeline of congressional filings and notable-manager moves on TDY
DateWhoChangeSize
2026-09-09April McClain Delaney CongressSale$15K–$50K
2026-09-09April McClain Delaney CongressSale$1K–$15K
2026-09-09April McClain Delaney CongressSale$1K–$15K
2026-09-09April McClain Delaney CongressSale$1K–$15K
2026-09-09April McClain Delaney CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressSale$50K–$100K
2026-05-15Gotham Asset Management 13Fadd+9,031 sh
2026-05-15Moore Capital Management 13Fexit−81,482 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 TDY for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.5B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.8B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$1.4B1
4STATE STREET CORP$1.3B1
5FIL Ltd$976M1
6DODGE & COX$971M1
7Aristotle Capital Management, LLC$967M1
8Janus Henderson Group Ltd.$935M1
9GEODE CAPITAL MANAGEMENT, LLC$792M1
10BANK OF AMERICA CORP /DE/$406M1
11UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$360M1
12Invesco Ltd.$345M1
13KING LUTHER CAPITAL MANAGEMENT CORP$319M1
14NORTHERN TRUST CORP$292M1
15MORGAN STANLEY$264M1
16SEI INVESTMENTS CO$251M1
17DIMENSIONAL FUND ADVISORS LP$245M1
18UBS Group AG$242M1
19Findlay Park Partners LLP$239M1
20EARNEST PARTNERS LLC$236M1
21Maren Capital LLC$219M1
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC$216M1
23Mariner, LLC$199M1
24VANGUARD FIDUCIARY TRUST CO$159M1
25Allspring Global Investments Holdings, LLC$156M1
26TWO SIGMA INVESTMENTS, LP$155M1
27Port Capital LLC$152M1
28Clearbridge Investments, LLC$149M1
29WELLS FARGO & COMPANY/MN$147M1
30Bank of New York Mellon Corp$147M1
31HSBC HOLDINGS PLC$141M1
32Legal & General Group Plc$134M1
33ROYAL BANK OF CANADA$130M1
34PUBLIC SECTOR PENSION INVESTMENT BOARD$125M1
35Select Equity Group, L.P.$120M1
36Madison Asset Management, LLC$120M1
37Artisan Partners Limited Partnership$113M1
38BOWEN HANES & CO INC$112M1
39DEUTSCHE BANK AG\$89.4M1
40ENVESTNET ASSET MANAGEMENT INC$85.5M1
41Swiss National Bank$83.4M1
42Sumitomo Mitsui Trust Group, Inc.$77.9M1
43EULAV Asset Management$75.0M1
44CITIGROUP INC$74.6M1
45Mitsubishi UFJ Asset Management Co., Ltd.$74.4M1
46AMERICAN CENTURY COMPANIES INC$74.0M1
47ALLIANCEBERNSTEIN L.P.$71.4M1
48Greenhouse Funds LLLP$71.3M1
49NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$69.9M1
50Nuveen, LLC$68.9M1
51JANE STREET GROUP, LLC$65.0M1
52Vanguard Global Advisers, LLC$61.9M1
53Ensign Peak Advisors, Inc$61.8M1
54RAYMOND JAMES FINANCIAL INC$60.9M1
55BARCLAYS PLC$56.0M1
56Amundi$55.4M1
57KEYBANK NATIONAL ASSOCIATION/OH$53.5M1
58National Pension Service$52.8M1
59RHUMBLINE ADVISERS$51.9M1
60CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$50.3M1
61VANGUARD ASSET MANAGEMENT, Ltd$46.0M1
62ADAGE CAPITAL PARTNERS GP, L.L.C.$45.4M1
63CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$45.2M1
64Gotham Asset Management, LLC$44.5M1
65Assenagon Asset Management S.A.$44.3M1
66JENNISON ASSOCIATES LLC$42.9M1
67NISSAY ASSET MANAGEMENT CORP /JAPAN$42.1M1
68PRINCIPAL FINANCIAL GROUP INC$38.2M1
69Rockefeller Capital Management L.P.$38.1M1
70FMR LLC$38.0M1
71MASSACHUSETTS FINANCIAL SERVICES CO /MA/$37.3M1
72EDMOND DE ROTHSCHILD HOLDING S.A.$36.4M1
73AVIVA PLC$36.0M1
74STIFEL FINANCIAL CORP$35.6M1
75CRAMER ROSENTHAL MCGLYNN LLC$34.3M1
76Asset Management One Co., Ltd.$32.0M1
77DRIEHAUS CAPITAL MANAGEMENT LLC$31.5M1
78DIAMOND HILL CAPITAL MANAGEMENT INC$31.1M1
79Covea Finance$29.9M1
80BNP Paribas Asset Management Holding S.A.$28.8M1
81SCHRODER INVESTMENT MANAGEMENT GROUP$28.6M1
82LPL Financial LLC$27.7M1
83KLP KAPITALFORVALTNING AS$27.1M1
84AMERIPRISE FINANCIAL INC$26.3M1
85Aberdeen Group plc$25.8M1
86BROWN ADVISORY INC$25.3M1
87HEARTLAND ADVISORS INC$25.3M1
88FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$25.1M1
89Quantinno Capital Management LP$25.0M1
90STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$24.4M1
91MERCER GLOBAL ADVISORS INC /ADV$24.2M1
92NICHOLAS COMPANY, INC.$24.1M1
93GRANDFIELD & DODD, LLC$23.9M1
94Connor, Clark & Lunn Investment Management Ltd.$23.2M1
95PALISADE CAPITAL MANAGEMENT, LP$23.1M1
96Universal- Beteiligungs- und Servicegesellschaft mbH$22.5M1
97GHP Investment Advisors, Inc.$21.8M1
98DANSKE BANK A/S$21.7M1
99STATE OF WISCONSIN INVESTMENT BOARD$21.7M1
100Waratah Capital Advisors Ltd.$20.3M1
101MANUFACTURERS LIFE INSURANCE COMPANY, THE$18.4M1
102DnB Asset Management AS$18.0M1
103Squarepoint Ops LLC$17.7M1
104VOYA INVESTMENT MANAGEMENT LLC$17.7M1
105Alyeska Investment Group, L.P.$17.4M1
106BRAUN STACEY ASSOCIATES INC$16.6M1
1071832 Asset Management L.P.$16.5M1
108NEW YORK STATE COMMON RETIREMENT FUND$16.3M1
109Eurizon Capital SGR S.p.A.$16.0M1
110Swedbank AB$15.5M1
111Dai-ichi Life Insurance Company, Ltd$15.3M1
112CLOUGH CAPITAL PARTNERS L P$15.3M1
113LBP AM SA$15.0M1
114ROYAL LONDON ASSET MANAGEMENT LTD$15.0M1
115MILLENNIUM MANAGEMENT LLC$14.8M1
116NATIONAL BANK OF CANADA /FI/$14.7M1
117BANK OF MONTREAL /CAN/$14.7M1
118Walter Public Investments Inc.$14.6M1
119Running Oak Capital LLC$14.5M1
120Chevy Chase Trust Holdings, LLC$14.2M1
121Defender Capital, LLC.$14.0M1
122PRUDENTIAL FINANCIAL INC$13.8M1
123FIRST TRUST ADVISORS LP$13.5M1
124Resona Asset Management Co.,Ltd.$13.5M1
125AQR CAPITAL MANAGEMENT LLC$13.4M1
126Sumitomo Mitsui DS Asset Management Company, Ltd$13.4M1
127TD ASSET MANAGEMENT INC$13.3M1
128Vanguard Investments Australia, Ltd.$13.2M1
129APG Asset Management N.V.$12.6M1
130Pictet Asset Management Holding SA$12.6M1
131Korea Investment CORP$12.3M1
132KENNEDY CAPITAL MANAGEMENT LLC$12.0M1
133STOREBRAND ASSET MANAGEMENT AS$11.5M1
134MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$11.5M1
135VICTORY CAPITAL MANAGEMENT INC$11.4M1
136Jain Global LLC$10.6M1
137KINGDON CAPITAL MANAGEMENT, L.L.C.$10.6M1
138ROYCE & ASSOCIATES LP$10.6M1
139MACKENZIE FINANCIAL CORP$10.3M1
140Mirae Asset Global Investments Co., Ltd.$10.1M1
141CITADEL ADVISORS LLC$10.0M1
142NOMURA ASSET MANAGEMENT CO LTD$9.8M1
143Tredje AP-fonden$9.4M1
144State of New Jersey Common Pension Fund D$9.3M1
145TWINBEECH CAPITAL LP$9.2M1
146TRUIST FINANCIAL CORP$9.2M1
147TORONTO DOMINION BANK$9.2M1
148Vestmark Advisory Solutions, Inc.$8.9M1
149FIFTH THIRD BANCORP$8.7M1
150Illinois Municipal Retirement Fund$8.6M1
151SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$8.4M1
152Cetera Investment Advisers$8.3M1
153STATE OF MICHIGAN RETIREMENT SYSTEM$8.3M1
154Czech National Bank$7.7M1
155Arizona State Retirement System$7.7M1
156Y-Intercept (Hong Kong) Ltd$7.6M1
157Cerity Partners LLC$7.5M1
158CIBC Bancorp USA Inc.$7.5M1
159Zurcher Kantonalbank (Zurich Cantonalbank)$7.3M1
160Phraction Management LLC$7.2M1
161Marks Group Wealth Management, Inc$7.1M1
162Atria Investments, Inc$6.9M1
163Daiwa Securities Group Inc.$6.8M1
164CIBC Asset Management Inc$6.8M1
165Rafferty Asset Management, LLC$6.7M1
166MetLife Investment Management, LLC$6.6M1
167COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$6.6M1
168Amova Asset Management Americas, Inc.$6.5M1
169D. E. Shaw & Co., Inc.$6.5M1
170M&T BANK CORP$6.4M1
171WELLINGTON MANAGEMENT GROUP LLP$6.4M1
172Candelo Capital Management LP$6.3M1
173Danica Pension, Livsforsikringsaktieselskab$6.1M1
174Creative Planning$6.1M1
175Retirement Systems of Alabama$6.0M1
176&PARTNERS$6.0M1
177Sanctuary Advisors, LLC$5.8M1
178Swiss Life Asset Management Ltd$5.7M1
179WOLVERINE ASSET MANAGEMENT LLC$5.7M1
180IFM Investors Pty Ltd$5.6M1
181Federation des caisses Desjardins du Quebec$5.5M1
182UniSuper Management Pty Ltd$5.5M1
183Advisors Asset Management, Inc.$5.5M1
184Bank Julius Baer & Co. Ltd, Zurich$5.5M1
185Cannell & Spears LLC$5.3M1
186NewEdge Wealth, LLC$5.2M1
187ProShare Advisors LLC$5.2M1
188Fogel Capital Management, Inc.$4.7M1
189Cardinal Capital Management$4.6M1
190Aristotle Capital Boston, LLC$4.6M1
191XPONANCE LLC$4.6M1
192Tidal Investments LLC$4.6M1
193Utah Retirement Systems$4.6M1
194BANK OF NOVA SCOTIA$4.4M1
195FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$4.3M1
196SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.3M1
197Waverly Advisors, LLC$4.3M1
198PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$4.2M1
199Pathstone Holdings, LLC$4.2M1
200Qube Research & Technologies Ltd$4.2M1
201OMERS ADMINISTRATION Corp$4.0M1
202Graham Capital Management, L.P.$4.0M1
203Silvant Capital Management LLC$4.0M1
204NEW YORK LIFE INVESTMENT MANAGEMENT LLC$4.0M1
205BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.9M1
206OSAIC HOLDINGS, INC.$3.8M1
207NEOS Investment Management LLC$3.8M1
208HighTower Advisors, LLC$3.8M1
209WESTPAC BANKING CORP$3.8M1
210Clear Harbor Asset Management, LLC$3.7M1
211Moran Wealth Management, LLC$3.6M1
212Faithward Advisors, LLC$3.6M1
213Callan Family Office, LLC$3.5M1
214BEESE FULMER INVESTMENT MANAGEMENT, INC.$3.5M1
215RENAISSANCE TECHNOLOGIES LLC$3.5M1
216AGF MANAGEMENT LTD$3.4M1
217BRADLEY FOSTER & SARGENT INC/CT$3.3M1
218OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.3M1
219CREDIT AGRICOLE S A$3.2M1
220Wealthfront Advisers LLC$3.2M1
221Vinva Investment Management Ltd$3.2M1
222Ethic Inc.$3.2M1
223CONDOR CAPITAL MANAGEMENT$3.1M1
224Krane Funds Advisors LLC$3.1M1
225US BANCORP \DE\$3.1M1
226ABN AMRO INVESTMENT SOLUTIONS$2.9M1
227SHELTON CAPITAL MANAGEMENT$2.9M1
228Lombard Odier Asset Management (Switzerland) SA$2.9M1
229WCM INVESTMENT MANAGEMENT, LLC$2.9M1
230COMMONWEALTH EQUITY SERVICES, LLC$2.8M1
231PANAGORA ASSET MANAGEMENT INC$2.8M1
232OP Asset Management Ltd$2.8M1
233FORA Capital, LLC$2.8M1
234YOUSIF CAPITAL MANAGEMENT, LLC$2.8M1
235WEIK CAPITAL MANAGEMENT$2.7M1
236Corient Private Wealth LLC$2.7M1
237Old West Investment Management, LLC$2.6M1
238O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.6M1
239Vanguard Personalized Indexing Management, LLC$2.6M1
240Man Group plc$2.5M1
241Investment Management Corp of Ontario$2.5M1
242Vident Advisory, LLC$2.4M1
243FIRST MANHATTAN CO. LLC.$2.4M1
244PARSONS CAPITAL MANAGEMENT INC/RI$2.4M1
245Donoghue Forlines LLC$2.4M1
246AIMZ Investment Advisors, LLC$2.3M1
247Pettee Investors, Inc.$2.2M1
248Delta Global Management LP$2.2M1
249Crossmark Global Holdings, Inc.$2.2M1
250FOURPATH CAPITAL MANAGEMENT, LLC$2.2M1
251ALLIANZ SE$2.2M1
252MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.2M1
253FOUNDATIONS INVESTMENT ADVISORS, LLC$2.1M1
254MACQUARIE GROUP LTD$2.1M1
255Kestra Advisory Services, LLC$2.1M1
256SANDLER CAPITAL MANAGEMENT$2.1M1
257Hudson Bay Capital Management LP$2.0M1
258Steadtrust LLC$2.0M1
259DIVERSIFY WEALTH MANAGEMENT, LLC$1.9M1
260Codex Capital Asset Management L.L.C.$1.9M1
261Virtus Investment Advisers, LLC$1.9M1
262Beacon Pointe Advisors, LLC$1.8M1
263HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.8M1
264INTECH INVESTMENT MANAGEMENT LLC$1.8M1
265Summit Trail Advisors, LLC$1.8M1
266TWO SIGMA SECURITIES, LLC$1.8M1
267Fisher Asset Management, LLC$1.8M1
268Candriam S.C.A.$1.8M1
269QRG CAPITAL MANAGEMENT, INC.$1.7M1
270FRANKLIN RESOURCES INC$1.7M1
271MIZUHO SECURITIES USA LLC$1.7M1
272MML INVESTORS SERVICES, LLC$1.7M1
273NORDEA INVESTMENT MANAGEMENT AB$1.6M1
274Norinchukin Bank, The$1.6M1
275HARTFORD INVESTMENT MANAGEMENT CO$1.6M1
276Empowered Funds, LLC$1.6M1
277BALYASNY ASSET MANAGEMENT L.P.$1.6M1
278Jefferies Financial Group Inc.$1.6M1
279Fideuram Asset Management (Ireland) dac$1.6M1
280YACKTMAN ASSET MANAGEMENT LP$1.5M1
281Maridea Wealth Management LLC$1.5M1
282IPG Investment Advisors LLC$1.5M1
283AG2R LA MONDIALE GESTION D'ACTIFS$1.5M1
284Farmers & Merchants Trust Co of Long Beach$1.4M1
285GREENLEAF TRUST$1.4M1
286Maryland State Retirement & Pension System$1.4M1
287Oak Thistle LLC$1.4M1
288BW Gestao de Investimentos Ltda.$1.4M1
289Themes Management Co LLC$1.4M1
290CHOREO, LLC$1.4M1
291Orion Porfolio Solutions, LLC$1.4M1
29217 CAPITAL PARTNERS, LLC$1.4M1
293BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.4M1
294Southeast Asset Advisors, LLC$1.3M1
295Lido Advisors, LLC$1.3M1
296Sequoia Financial Advisors, LLC$1.3M1
297GUIDANCE CAPITAL, INC$1.3M1
298FULTON BANK, N.A.$1.3M1
299Vontobel Holding Ltd.$1.3M1
300NOMURA HOLDINGS INC$1.2M1
301WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.2M1
302NATIXIS$1.2M1
303TOKIO MARINE ASSET MANAGEMENT CO LTD$1.2M1
304Brooklyn Investment Group$1.2M1
305GLENMEDE TRUST CO NA$1.2M1
306FOX RUN MANAGEMENT, L.L.C.$1.2M1
307BOOTHBAY FUND MANAGEMENT, LLC$1.2M1
308Nvest Financial, LLC$1.2M1
309MUFG Securities EMEA plc$1.2M1
310Stratos Wealth Partners, LTD.$1.1M1
311NLB Skladi, upravljanje premozenja, d.o.o.$1.1M1
312SteelPeak Wealth, LLC$1.1M1
313Gibbs Wealth Management$1.1M1
314COMMERCE BANK$1.1M1
315Woodline Partners LP$1.1M1
316MITCHELL & PAHL PRIVATE WEALTH, LLC$1.1M1
317Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$1.1M1
318INCEPTIONR LLC$1.1M1
319COLDSTREAM CAPITAL MANAGEMENT INC$1.1M1
320Central Pacific Bank - Trust Division$1.1M1
321DAVENPORT & Co LLC$1.1M1
322Physician Wealth Advisors, Inc.$1.1M1
323Quantum Private Wealth, LLC$1.1M1
3241248 Management, LLC$1.1M1
325Focus Partners Wealth$1.0M1
326WIN ADVISORS, INC$1.0M1
327WEALTH ALLIANCE, LLC$1.0M1
328NISA INVESTMENT ADVISORS, LLC$1.0M1
329TWIN CAPITAL MANAGEMENT INC$1.0M1
330Blue Trust, Inc.$1.0M1
331RICE HALL JAMES & ASSOCIATES, LLC$986K1
332Ballentine Partners, LLC$963K1
333Net Worth Advisory Group$952K1
334Sterling Capital Management LLC$947K1
335Empirical Finance, LLC$929K1
336Laird Norton Wetherby Trust Company, LLC$911K1
337Concentric Capital Strategies, LP$911K1
338NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$909K1
339DDFG, Inc$908K1
340Pier Capital, LLC$900K1
341ELEVATION POINT WEALTH PARTNERS, LLC$892K1
342Kesler, Norman & Wride, LLC$889K1
343QUADRANT CAPITAL GROUP LLC$847K1
344Envestnet Portfolio Solutions, Inc.$845K1
345Baird Financial Group, Inc.$843K1
346Allianz Asset Management GmbH$840K1
347Retireful, LLC$820K1
348Impact Capital Partners LLC$817K1
349North Dakota State Investment Board$813K1
350Metis Global Partners, LLC$803K1
351Andra AP-fonden$799K1
352MUFG SECURITIES AMERICAS INC.$786K1
353REGIONS FINANCIAL CORP$773K1
354E Fund Management Co., Ltd.$771K1
355Rodgers Brothers Inc.$769K1
356SECURIAN ASSET MANAGEMENT, INC$767K1
357AE Wealth Management LLC$765K1
358Mendel Money Management$746K1
359SILVER OAK SECURITIES, INCORPORATED$745K1
360BENJAMIN EDWARDS INC$719K1
361Mutual Advisors, LLC$711K1
362NWF Advisory Services Inc.$702K1
363Farringdon Capital, Ltd.$698K1
364ClearAlpha Technologies LP$687K1
365NORDEN GROUP LLC$680K1
366LVW Advisors, LLC$679K1
367EMERALD ADVISERS, LLC$678K1
368CONGRESS ASSET MANAGEMENT CO$662K1
369PKS Advisory Services, LLC$661K1
370Tower Research Capital LLC (TRC)$660K1
371HB Wealth Management, LLC$648K1
372Fifth Third Wealth Advisors LLC$645K1
373Portside Wealth Group, LLC$626K1
374GC Wealth Management RIA, LLC$620K1
375CORSAIR CAPITAL MANAGEMENT, L.P.$605K1
376GUGGENHEIM CAPITAL LLC$601K1
377Advisory Alpha, LLC$598K1
378EVERPAR ADVISORS LLC$598K1
379Charter Capital Management, LLC\DE$572K1
380Crumly & Associates Inc.$571K1
381Pinnacle Financial Partners, Inc.$566K1
382EVOLVE PRIVATE WEALTH, LLC$564K1
383Intesa Sanpaolo S.p.A.$557K1
384EP Wealth Advisors, LLC$557K1
385Trexquant Investment LP$546K1
386Yorktown Management & Research Co Inc$545K1
387Corient IA LLC$538K1
388Snowden Capital Advisors LLC$529K1
389Beverly Hills Private Wealth, LLC$529K1
390EntryPoint Capital, LLC$525K1
391ZACKS INVESTMENT MANAGEMENT$524K1
392MOODY ALDRICH PARTNERS LLC$520K1
393NORTHSTAR ASSET MANAGEMENT INC$511K1
394Steward Partners Investment Advisory, LLC$492K1
395UNITED CAPITAL FINANCIAL ADVISORS, LLC$491K1
396Frank, Rimerman Advisors LLC$488K1
397Private Advisor Group, LLC$484K1
398SIGNATUREFD, LLC$483K1
399CATALYST FINANCIAL PARTNERS LLC$481K1
400Verition Fund Management LLC$475K1
401TEMA ETFS LLC$471K1
402Banque Transatlantique SA$467K1
403Heritage Family Offices, LLP$465K1
404Meiji Yasuda Asset Management Co Ltd.$453K1
405PERSONAL CFO SOLUTIONS, LLC$449K1
406Third View Private Wealth, LLC$440K1
407FLAGSHIP HARBOR ADVISORS, LLC$437K1
408CWM, LLC$431K1
409Heritage Wealth Advisors$428K1
410Vise Technologies, Inc.$426K1
411TEACHER RETIREMENT SYSTEM OF TEXAS$424K1
412DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$424K1
413Wedmont Private Capital$423K1
414Linscomb Wealth, Inc.$420K1
415CenterBook Partners LP$416K1
416Thrive Wealth Management, LLC$408K1
417INSIGNEO ADVISORY SERVICES, LLC$408K1
418Facet Wealth, Inc.$405K1
419Leonteq Securities AG$404K1
420Hennion & Walsh Asset Management, Inc.$404K1
421PRUDENTIAL PLC$402K1
422Siemens Fonds Invest GmbH$402K1
423Allworth Financial LP$399K1
424Hyperion Capital Advisors LP$393K1
425WEDGE CAPITAL MANAGEMENT L L P/NC$393K1
426AIA Group Ltd$393K1
427WEXFORD CAPITAL LP$392K1
428Ifrah Financial Services, Inc.$385K1
429Cresset Asset Management, LLC$379K1
430MGO ONE SEVEN LLC$375K1
431AlphaCore Capital LLC$371K1
432Summit Financial, LLC$365K1
433Lakeridge Wealth Management LLC$365K1
434Ascent Group, LLC$364K1
435Clarity Capital Advisors, LLC$363K1
436Merit Financial Group, LLC$361K1
437NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$361K1
438Storgate, LLC$359K1
439STEPHENS INC /AR/$355K1
440SAGESPRING WEALTH PARTNERS, LLC$350K1
441INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$348K1
442Portfolio Design Labs, LLC$342K1
443INTRUST BANK NA$341K1
444PROFUND ADVISORS LLC$341K1
445Ramirez Asset Management, Inc.$339K1
446Capital Wealth Planning, LLC$338K1
447Texas Capital Bank Wealth Management Services Inc$337K1
448Modern Wealth Management, LLC$329K1
449IQ EQ FUND MANAGEMENT (IRELAND) Ltd$329K1
450Apollon Wealth Management, LLC$329K1
451CCG WEALTH MANAGEMENT, LLC$327K1
452OPPENHEIMER ASSET MANAGEMENT INC.$316K1
453Trust Asset Management LLC$314K1
454Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.$309K1
455Curated Wealth Partners LLC$304K1
456Columbia Bank$304K1
457Midwest Professional Planners, LTD.$299K1
458Independent Advisor Alliance$298K1
459Savant Capital, LLC$295K1
460Tannin Capital LLC$293K1
461Advisors Capital Management, LLC$291K1
462TruNorth Capital Management, LLC$290K1
463TRUE Private Wealth Advisors$290K1
464KESTRA PRIVATE WEALTH SERVICES, LLC$289K1
465ONE WEALTH CAPITAL MANAGEMENT, LLC$288K1
466NewEdge Advisors, LLC$284K1
467MISSION WEALTH MANAGEMENT, LP$277K1
468PATTON FUND MANAGEMENT, INC.$276K1
469ANCHYRA PARTNERS LLC$273K1
470Concurrent Investment Advisors, LLC$272K1
471BDFS Capital LLC$266K1
472Moors & Cabot, Inc.$266K1
473MONTAG A & ASSOCIATES INC$262K1
474Savvy Advisors, Inc.$259K1
475Ameritas Investment Partners, Inc.$258K1
476SPIREPOINT PRIVATE CLIENT, LLC$255K1
477OLD NATIONAL BANCORP /IN/$254K1
478HM PAYSON & CO$253K1
479STUDIO INVESTMENT MANAGEMENT LLC$252K1
480Tuttle Capital Management, LLC$252K1
481Checchi Capital Advisers, LLC$250K1
482Qtron Investments LLC$247K1
483TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$245K1
484Acropolis Investment Management, LLC$242K1
485DV Trading LLC$242K1
486Fortune Financial Advisors, LLC$241K1
487West Family Investments, Inc.$238K1
488Simplicity Wealth,LLC$238K1
489DRIVE WEALTH MANAGEMENT, LLC$238K1
490Goldstein Advisors, LLC$238K1
491Livet Wealth, LLC$238K1
492Cambria Investment Management, L.P.$235K1
493Polymer Capital Management (US) LLC$234K1
494Triad Wealth Partners, LLC$234K1
495OpenArc Corporate Advisory, LLC$234K1
496MATHER GROUP, LLC.$231K1
497Miller Investment Management, LP$231K1
498Shepherd Financial Partners LLC$227K1
499Per Stirling Capital Management, LLC.$227K1
500Orion Capital Management LLC$227K1
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 / 8 sell
Congress net ($ bound)−$240K to −$71.0K
Filers net (actions)not in build
Filers net ($ 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 TDY

RETAINED WINDOW · ACTIVE HITS
Signal hits naming TDY
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for TDY · financials and macro

Financials — as filed PLANNED

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