Public record / Tickers / TEAM

TEAM — Atlassian Corp

Both disclosure regimes on one name: who in Congress filed about TEAM, 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
23
all PTR rows naming TEAM
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
07-08
filed 2025-07-08
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

Daniel S. Goldman · $15.0K–$50.0K

Sale · traded 2023-07-12 → filed 2023-08-13. Ranked over every TEAM row by the provable lower bound, never a point estimate.

No member disclosed TEAM 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.

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

5 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. 5 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING TEAM · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning TEAM
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-07-08Robert P. Bresnahan, Jr. R–PA-8SaleTraded 06-11 +27d$1K–$15K
2025-07-08Robert P. Bresnahan, Jr. R–PA-8Sale · partial (partial sale)Traded 06-03 +35d$1K–$15K
2025-02-13Robert P. Bresnahan, Jr. R–PA-8PurchaseTraded 01-28 +16d$1K–$15K
2025-02-13Robert P. Bresnahan, Jr. R–PA-8PurchaseTraded 01-28 +16d$1K–$15K
2025-02-13Robert P. Bresnahan, Jr. R–PA-8PurchaseTraded 01-28 +16d$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 23 ↗

Members active in TEAM

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

No member disclosed TEAM in the trailing 12 months.

Congress ↔ notable managers · TEAM

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

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

Merged timeline of congressional filings and notable-manager moves on TEAM
DateWhoChangeSize
2026-05-15Soros Fund Management 13Fadd+248,749 sh
2026-05-15Gotham Asset Management 13Fadd+98,310 sh
2026-05-15Bridgewater Associates 13Ftrim−369,593 sh
2026-05-15Moore Capital Management 13Fexit−3,697 sh
2026-05-14Caxton Associates 13Fexit−15,625 sh

5 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 TEAM for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$788M1
2BAILLIE GIFFORD & CO$680M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$675M1
4DnB Asset Management AS$551M1
5VANGUARD CAPITAL MANAGEMENT LLC$519M1
6Pictet Asset Management Holding SA$343M1
7TWO SIGMA INVESTMENTS, LP$317M1
8MORGAN STANLEY$289M1
9AQR CAPITAL MANAGEMENT LLC$283M1
10STATE STREET CORP$278M1
11Voyager Global Management LP$263M1
12UBS Group AG$194M1
13Carmignac Gestion$178M1
14UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$162M1
15FMR LLC$161M1
16FIRST TRUST ADVISORS LP$160M1
17Amundi$146M1
18D. E. Shaw & Co., Inc.$86.9M1
19NORTHERN TRUST CORP$83.7M1
20Nuveen, LLC$79.8M1
21Man Group plc$77.8M1
22Invesco Ltd.$76.5M1
23Legal & General Group Plc$75.4M1
24VANGUARD FIDUCIARY TRUST CO$73.4M1
25VOLORIDGE INVESTMENT MANAGEMENT, LLC$71.2M1
26JANE STREET GROUP, LLC$66.8M1
27JACOBS LEVY EQUITY MANAGEMENT, INC$66.6M1
28FEDERATED HERMES, INC.$64.5M1
29MILLENNIUM MANAGEMENT LLC$63.5M1
30CHARLES SCHWAB INVESTMENT MANAGEMENT INC$57.9M1
31Capital International Investors$55.4M1
32NORDEA INVESTMENT MANAGEMENT AB$55.0M1
33DEUTSCHE BANK AG\$51.4M1
34LOEWS CORP$50.5M1
35ROYAL BANK OF CANADA$46.3M1
36Ensign Peak Advisors, Inc$45.6M1
37ONTARIO TEACHERS PENSION PLAN BOARD$43.9M1
38Alyeska Investment Group, L.P.$37.4M1
39SOROS FUND MANAGEMENT LLC$36.5M1
40Connor, Clark & Lunn Investment Management Ltd.$34.3M1
41RENAISSANCE TECHNOLOGIES LLC$33.8M1
42Swiss National Bank$33.7M1
43CITIGROUP INC$31.9M1
44Qube Research & Technologies Ltd$29.9M1
45SUSQUEHANNA INTERNATIONAL GROUP, LLP$28.9M1
46IEQ CAPITAL, LLC$28.5M1
47BANK OF AMERICA CORP /DE/$28.0M1
48CANADA PENSION PLAN INVESTMENT BOARD$28.0M1
49Optimus Prime Fund Management Co., Ltd.$25.8M1
50NZS Capital, LLC$25.0M1
51OSSIAM$24.6M1
52GC Wealth Management RIA, LLC$22.8M1
53Skandinaviska Enskilda Banken AB (publ)$21.0M1
54Aquatic Capital Management LLC$20.7M1
55Assenagon Asset Management S.A.$20.6M1
56National Pension Service$20.0M1
57ODDO BHF ASSET MANAGEMENT SAS$19.8M1
58CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$19.8M1
59Danica Pension, Livsforsikringsaktieselskab$19.4M1
60Quantinno Capital Management LP$19.3M1
61VANGUARD ASSET MANAGEMENT, Ltd$19.0M1
62Capital World Investors$18.8M1
63Y-Intercept (Hong Kong) Ltd$16.5M1
64Allspring Global Investments Holdings, LLC$15.4M1
65Fisher Funds Management LTD$15.2M1
66Freestone Grove Partners LP$15.0M1
67ProShare Advisors LLC$14.7M1
68WELLS FARGO & COMPANY/MN$14.2M1
69TD ASSET MANAGEMENT INC$14.1M1
70BALYASNY ASSET MANAGEMENT L.P.$14.1M1
71Hudson Bay Capital Management LP$14.1M1
72ADAGE CAPITAL PARTNERS GP, L.L.C.$13.7M1
73PFA Pension, Forsikringsaktieselskab$13.4M1
74Gotham Asset Management, LLC$13.3M1
75GUGGENHEIM CAPITAL LLC$13.1M1
76Squarepoint Ops LLC$12.9M1
77Mitsubishi UFJ Asset Management Co., Ltd.$12.9M1
78Ardmore Road Asset Management LP$12.6M1
79Zurcher Kantonalbank (Zurich Cantonalbank)$12.4M1
80NATIXIS$12.4M1
81Grafton Street Partners Management Company, LLC$11.9M1
82Capco Asset Management, LLC$11.9M1
83HSBC HOLDINGS PLC$11.9M1
84USS Investment Management Ltd$11.6M1
85DIMENSIONAL FUND ADVISORS LP$11.6M1
86Rafferty Asset Management, LLC$10.9M1
87Vinva Investment Management Ltd$10.6M1
88WELLINGTON MANAGEMENT GROUP LLP$10.4M1
89ALLIANCEBERNSTEIN L.P.$10.4M1
90OP Asset Management Ltd$10.2M1
91STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$10.1M1
92AVIVA PLC$9.7M1
93Universal- Beteiligungs- und Servicegesellschaft mbH$9.5M1
94BROWN CAPITAL MANAGEMENT LLC$8.9M1
95Trexquant Investment LP$8.8M1
96Aberdeen Group plc$8.3M1
97Korea Investment CORP$8.3M1
98BNP Paribas Asset Management Holding S.A.$7.9M1
99Cerity Partners LLC$7.8M1
100FRANKLIN RESOURCES INC$7.8M1
1011832 Asset Management L.P.$7.7M1
102Mariner, LLC$7.5M1
103STATE OF WISCONSIN INVESTMENT BOARD$7.3M1
104CATALYST PRIVATE WEALTH, LLC$7.2M1
105ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$7.2M1
106CWM, LLC$6.7M1
107HARBER ASSET MANAGEMENT LLC$6.7M1
108BANK OF NOVA SCOTIA$6.7M1
109ROYAL LONDON ASSET MANAGEMENT LTD$6.6M1
110Vanguard Global Advisers, LLC$6.6M1
111MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$6.6M1
112MONIMUS CAPITAL MANAGEMENT, LP$6.5M1
113ING GROEP NV$6.4M1
114ENVESTNET ASSET MANAGEMENT INC$6.3M1
115XTX Topco Ltd$6.3M1
116SEI INVESTMENTS CO$6.1M1
117DANSKE BANK A/S$6.1M1
118NEOS Investment Management LLC$5.9M1
119Creative Planning$5.8M1
120Alphadyne Asset Management LP$5.8M1
121Vanguard Investments Australia, Ltd.$5.7M1
122Curi Capital, LLC$5.6M1
123NATIONAL BANK OF CANADA /FI/$5.6M1
124KLP KAPITALFORVALTNING AS$5.5M1
125Illinois Municipal Retirement Fund$5.5M1
126EFG International AG$5.3M1
127Mitsubishi UFJ Trust & Banking Corp$5.3M1
128APG Asset Management N.V.$5.0M1
129Asset Management One Co., Ltd.$5.0M1
130FORA Capital, LLC$4.8M1
131FIRST FINANCIAL BANKSHARES INC$4.8M1
132OBERNDORF WILLIAM E$4.8M1
133AMERICAN CENTURY COMPANIES INC$4.6M1
134BW Gestao de Investimentos Ltda.$4.6M1
135RAYMOND JAMES FINANCIAL INC$4.5M1
136Tejara Capital Ltd$4.5M1
137Headlands Technologies LLC$4.5M1
138VOYA INVESTMENT MANAGEMENT LLC$4.5M1
139BANK OF MONTREAL /CAN/$4.4M1
140SEB Asset Management AB$4.4M1
141Schonfeld Strategic Advisors LLC$4.3M1
142Federation des caisses Desjardins du Quebec$4.3M1
143Mirae Asset Global Investments Co., Ltd.$4.3M1
144FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$4.2M1
145DEEPWATER ASSET MANAGEMENT, LLC$4.2M1
146NOMURA ASSET MANAGEMENT CO LTD$4.2M1
147SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$4.2M1
148Robeco Institutional Asset Management B.V.$4.1M1
149LAZARD ASSET MANAGEMENT LLC$4.1M1
150Weiss Asset Management LP$4.0M1
151Tredje AP-fonden$4.0M1
152WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.0M1
153State of New Jersey Common Pension Fund D$3.9M1
154Engineers Gate Manager LP$3.9M1
155Lansforsakringar Fondforvaltning AB (publ)$3.8M1
156Candriam S.C.A.$3.8M1
157CIBC Bancorp USA Inc.$3.5M1
158MACKENZIE FINANCIAL CORP$3.5M1
159NOMURA HOLDINGS INC$3.5M1
160Eurizon Capital SGR S.p.A.$3.3M1
161IMC-Chicago, LLC$3.3M1
162MERCER GLOBAL ADVISORS INC /ADV$3.3M1
163OCCUDO QUANTITATIVE STRATEGIES LP$3.3M1
164Resona Asset Management Co.,Ltd.$3.3M1
165NISSAY ASSET MANAGEMENT CORP /JAPAN$3.2M1
166CREDIT AGRICOLE S A$3.2M1
167Saber Capital Managment, LLC$3.1M1
168Arizona State Retirement System$3.1M1
169HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$3.0M1
170Daiwa Securities Group Inc.$3.0M1
171Atom Investors LP$3.0M1
172Quadrature Capital Ltd$2.9M1
173Elo Mutual Pension Insurance Co$2.8M1
174Aware Super Pty Ltd as trustee of Aware Super$2.8M1
175Rubicon Global Capital Ltd$2.7M1
176LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2.7M1
177XPONANCE LLC$2.6M1
178Oak Thistle LLC$2.6M1
179CIBC Asset Management Inc$2.6M1
180Cetera Investment Advisers$2.4M1
181Biondo Investment Advisors, LLC$2.4M1
182Andra AP-fonden$2.4M1
183Parallax Volatility Advisers, L.P.$2.3M1
184Focus Partners Wealth$2.2M1
185Swiss Life Asset Management Ltd$2.2M1
186STIFEL FINANCIAL CORP$2.2M1
187Capital International Sarl$2.1M1
188Twin Tree Management, LP$2.1M1
189IFM Investors Pty Ltd$2.1M1
190Heron Bay Capital Management$2.1M1
191Linden Thomas Advisory Services, LLC$2.1M1
192Summit Trail Advisors, LLC$2.0M1
193CITADEL ADVISORS LLC$1.9M1
194Lane Generational LLC$1.8M1
195Utah Retirement Systems$1.8M1
196TORONTO DOMINION BANK$1.8M1
197SANDERS MORRIS HARRIS LLC$1.8M1
198Vanguard Personalized Indexing Management, LLC$1.7M1
199Magnetar Financial LLC$1.7M1
200SHELTON CAPITAL MANAGEMENT$1.7M1
201OMERS ADMINISTRATION Corp$1.6M1
202Leonteq Securities AG$1.6M1
203PICTON MAHONEY ASSET MANAGEMENT$1.6M1
204BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.6M1
205LPL Financial LLC$1.6M1
206Chicago Partners Investment Group LLC$1.6M1
207HighTower Advisors, LLC$1.5M1
208Blueshift Asset Management, LLC$1.5M1
209CEERA INVESTMENTS, LLC$1.5M1
210Voleon Capital Management LP$1.5M1
211Pathstone Holdings, LLC$1.4M1
212BLAIR WILLIAM & CO/IL$1.4M1
213LECAP ASSET MANAGEMENT LTD$1.4M1
214MATAURO, LLC$1.4M1
215Generali Investments Towarzystwo Funduszy Inwestycyjnych$1.4M1
216STOREBRAND ASSET MANAGEMENT AS$1.3M1
217OPPENHEIMER & CO INC$1.3M1
218Baker Avenue Asset Management, LP$1.3M1
219Merit Financial Group, LLC$1.3M1
220Carnegie Investment Counsel$1.3M1
221INCEPTIONR LLC$1.3M1
222ALPS ADVISORS INC$1.3M1
223ASR Vermogensbeheer N.V.$1.2M1
224GROUP ONE TRADING LLC$1.2M1
225Diversified Trust Co$1.2M1
226FORMULA GROWTH LTD$1.2M1
227Caitong International Asset Management Co., Ltd$1.2M1
228CAPITAL INTERNATIONAL LTD /CA/$1.2M1
229Fideuram Asset Management (Ireland) dac$1.2M1
230MACQUARIE GROUP LTD$1.2M1
231CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$1.2M1
232Janus Henderson Group Ltd.$1.2M1
233CastleKnight Management LP$1.1M1
234PROFUND ADVISORS LLC$1.1M1
235Corient Private Wealth LLC$1.1M1
236MGO ONE SEVEN LLC$1.1M1
237Bridgefront Capital, LLC$1.1M1
238CAPSTONE INVESTMENT ADVISORS, LLC$1.1M1
239Bridgewater Associates, LP$1.1M1
240Sivia Capital Partners, LLC$1.0M1
241Krilogy Financial LLC$1.0M1
242Vontobel Holding Ltd.$1.0M1
243Sumitomo Mitsui DS Asset Management Company, Ltd$1.0M1
244M&G Plc$1.0M1
245TWINBEECH CAPITAL LP$1.0M1
246LEVEL FOUR ADVISORY SERVICES, LLC$977K1
247SANDS CAPITAL MANAGEMENT, LLC$975K1
248Arohi Asset Management PTE Ltd.$968K1
249Walleye Trading LLC$966K1
250FIFTH THIRD BANCORP$964K1
251Advocacy Wealth Management, LLC$954K1
252Krane Funds Advisors LLC$938K1
253Jefferies Financial Group Inc.$908K1
254Capital International, Inc./CA/$896K1
255Focus Partners Advisor Solutions, LLC$885K1
256PRELUDE CAPITAL MANAGEMENT, LLC$870K1
257US BANCORP \DE\$862K1
258Rockefeller Capital Management L.P.$859K1
259Tower Research Capital LLC (TRC)$837K1
260Investment Management Corp of Ontario$822K1
261Avanza Fonder AB$787K1
262AZZAD ASSET MANAGEMENT INC /ADV$766K1
263CHIRON CAPITAL MANAGEMENT, LLC$758K1
264FOX RUN MANAGEMENT, L.L.C.$750K1
265Prospera Financial Services Inc$741K1
266Swedbank AB$726K1
267Advisors Asset Management, Inc.$698K1
268Polymer Capital Management (US) LLC$694K1
269OSAIC HOLDINGS, INC.$687K1
270Palogic Value Management, L.P.$683K1
271QUATTRO FINANCIAL ADVISORS LLC$683K1
272SAXON INTERESTS, INC.$674K1
273QRG CAPITAL MANAGEMENT, INC.$671K1
274Allianz Asset Management GmbH$647K1
275Wealthfront Advisers LLC$645K1
276WASHINGTON CAPITAL MANAGEMENT, INC$634K1
277PKO Investment Management Joint-Stock Co$614K1
278Bull Harbor Capital LLC$614K1
279Walleye Capital LLC$598K1
280BOOTHBAY FUND MANAGEMENT, LLC$597K1
281Odyssean, LLC$596K1
282Tidal Investments LLC$588K1
283Leelyn Smith, LLC$585K1
284TOKIO MARINE ASSET MANAGEMENT CO LTD$583K1
285COMMONWEALTH EQUITY SERVICES, LLC$583K1
286Sequoia Financial Advisors, LLC$571K1
287Maryland State Retirement & Pension System$557K1
288Banque Cantonale Vaudoise$555K1
289M&T BANK CORP$547K1
290AustralianSuper Pty Ltd$537K1
291Pallas Capital Advisors LLC$525K1
292NIA IMPACT ADVISORS, LLC$520K1
293PRINCIPAL FINANCIAL GROUP INC$510K1
294B. Metzler seel. Sohn & Co. AG$509K1
295MML INVESTORS SERVICES, LLC$504K1
296WESTPAC BANKING CORP$501K1
297Kestra Advisory Services, LLC$497K1
298NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$467K1
299Perigon Wealth Management, LLC$461K1
300Centiva Capital, LP$459K1
301Torrey Growth & Income Advisors$449K1
302Perpetual Ltd$442K1
303ABN AMRO INVESTMENT SOLUTIONS$436K1
304Norinchukin Bank, The$430K1
305Saudi Central Bank$423K1
306MCF Advisors LLC$418K1
307HB Wealth Management, LLC$414K1
308KCM INVESTMENT ADVISORS LLC$411K1
309WADDELL & ASSOCIATES, LLC$408K1
310NorthCrest Asset Manangement, LLC$408K1
311VestGen Advisors, LLC$396K1
312Kintegral Advisory, LLC$388K1
313Generali Asset Management SPA SGR$384K1
314Caerus Investment Advisors, LLC$373K1
315Vident Advisory, LLC$367K1
316E Fund Management Co., Ltd.$367K1
317BROWN ADVISORY INC$364K1
318Bison Wealth, LLC$359K1
319MIZUHO MARKETS AMERICAS LLC$351K1
320Alesco Advisors, LLC, An ESL Co$348K1
321Rothschild Wealth LLC$347K1
322Kazazian Asset Management, LLC$341K1
323ClearAlpha Technologies LP$341K1
324AFT, FORSYTH & COMPANY, INC.$339K1
325Annis Gardner Whiting Capital Advisors, LLC$339K1
326BANQUE PICTET & CIE SA$337K1
327Beacon Pointe Advisors, LLC$334K1
328EVERGREEN CAPITAL MANAGEMENT LLC$333K1
329BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$328K1
330North Dakota State Investment Board$327K1
331E. Ohman J:or Asset Management AB$318K1
332COMMERCE BANK$316K1
333NewEdge Advisors, LLC$306K1
334PRUDENTIAL PLC$296K1
335Allworth Financial LP$294K1
336MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$292K1
337MAI Capital Management$292K1
338Marex Group Ltd$288K1
339Counterpoint Mutual Funds LLC$286K1
340Vise Technologies, Inc.$285K1
341EVOLVE PRIVATE WEALTH, LLC$284K1
342Integrated Quantitative Investments LLC$277K1
343TRUIST FINANCIAL CORP$275K1
344JACKSON THORNTON WEALTH MANAGEMENT, LLC$273K1
345waypoint wealth counsel$272K1
346Kera Capital Partners, Inc.$268K1
347Capital Group Investment Management Pte. Ltd.$263K1
348Verdence Capital Advisors LLC$263K1
349Concurrent Investment Advisors, LLC$261K1
350KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$259K1
351PRUDENTIAL FINANCIAL INC$258K1
352CITIZENS FINANCIAL GROUP INC/RI$257K1
353Empowered Funds, LLC$253K1
354Arax Advisory Partners$250K1
355NEW YORK LIFE INVESTMENT MANAGEMENT LLC$247K1
356KESTRA PRIVATE WEALTH SERVICES, LLC$246K1
357Forefront Wealth Partners, LLC$244K1
358One Wealth Advisors, LLC$241K1
359Frec Markets, Inc.$240K1
360Woodline Partners LP$237K1
361Optas, LLC$236K1
362QUADRANT CAPITAL GROUP LLC$236K1
363INDEPENDENT FINANCIAL GROUP, LLC$234K1
364Larry Mathis Financial Planning, LLC$233K1
365UniSuper Management Pty Ltd$225K1
366Verition Fund Management LLC$225K1
367Osmosis Investment Management UK Ltd$222K1
368Meiji Yasuda Life Insurance Co$220K1
369Rare Wolf Capital LLC$217K1
370Howard Capital Management, LLC$217K1
371Aptus Capital Advisors, LLC$216K1
372U.S. Capital Wealth Advisors, LLC$212K1
373Savant Capital, LLC$212K1
374Malaga Cove Capital, LLC$211K1
375DARA CAPITAL US, INC.$210K1
376OXFORD ASSET MANAGEMENT LLP$205K1
377GenTrust, LLC$205K1
378Ariadne Wealth Management, LP$202K1
379MANUFACTURERS LIFE INSURANCE COMPANY, THE$202K1
380Green Alpha Advisors, LLC$201K1
381SIGNATUREFD, LLC$199K1
382ICICI Prudential Asset Management Co Ltd$192K1
383Siemens Fonds Invest GmbH$159K1
384ASSETMARK, INC$144K1
385BAMCO INC /NY/$126K1
386OFI INVEST ASSET MANAGEMENT$110K1
387Wilmington Savings Fund Society, FSB$98.8K1
388KBC Group NV$98.3K1
389ACADIAN ASSET MANAGEMENT LLC$91.7K1
390Quarry LP$91.6K1
391Larson Financial Group LLC$89.1K1
392FIL Ltd$85.4K1
393Smartleaf Asset Management LLC$62.5K1
394True Wealth Design, LLC$61.4K1
395Steward Partners Investment Advisory, LLC$57.7K1
396Financial Perspectives, Inc$49.0K1
397Blue Trust, Inc.$47.7K1
398NFSG Corp$40.5K1
399E Fund Management (Hong Kong) Co., Ltd.$37.8K1
400Aster Capital Management (DIFC) Ltd$37.1K1
401State of Wyoming$30.6K1
402TOTH FINANCIAL ADVISORY CORP$28.0K1
403Activest Wealth Management$27.1K1
404SJS Investment Consulting Inc.$25.3K1
405Grove Bank & Trust$23.3K1
406TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$23.2K1
407First Pacific Financial$22.7K1
408Abound Wealth Management$20.8K1
409CVA Family Office, LLC$14.7K1
410Private Wealth Management Group, LLC$13.7K1
411Cassaday & Co Wealth Management LLC$12.8K1
412UMB Bank, n.a.$10.7K1
413Owl Creek Wealth Partners LLC$10.6K1
414VEGA INVESTMENT SOLUTIONS$10.4K1
415Atlantic Union Bankshares Corp$10.0K1
416Bank of Jackson Hole Trust$9.7K1
417Manchester Capital Management LLC$9.4K1
418Parkside Financial Bank & Trust$8.3K1
419CENTRAL TRUST Co$8.1K1
420Vanguard National Trust Co$7.9K1
421Marquette Asset Management, LLC$7.4K1
422SouthState Bank Corp$7.2K1
423Ilmarinen Mutual Pension Insurance Co$7.2K1
424MONTAG A & ASSOCIATES INC$6.8K1
425Triumph Capital Management$6.8K1
426PETERSON WEALTH MANAGEMENT$6.8K1
427CDKV HOLDINGS LLC$6.8K1
428MATHER GROUP, LLC.$6.2K1
429Y.D. More Investments Ltd$6.1K1
430Wall Street Financial Group, Inc.$5.9K1
431Crewe Advisors LLC$5.6K1
432Rakuten Securities, Inc.$5.3K1
433Treasurer of the State of North Carolina$4.8K1
434Penserra Capital Management LLC$4.6K1
435Bell Investment Advisors, Inc$4.3K1
436HM PAYSON & CO$4.2K1
437ALGERT GLOBAL LLC$4.0K1
438Legacy Wealth Managment, LLC/ID$4.0K1
439BARRETT & COMPANY, INC.$3.4K1
440Physician Wealth Advisors, Inc.$3.3K1
441GHP Investment Advisors, Inc.$3.1K1
442JPL Wealth Management, LLC$3.1K1
443Clearstead Trust, LLC$2.9K1
444Hamrick Investment Counsel, llc$2.9K1
445TD Waterhouse Canada Inc.$2.8K1
446Pinnacle Wealth Planning Services, Inc.$2.6K1
447Vestcor Inc$2.6K1
448WealthCollab, LLC$2.0K1
449DekaBank Deutsche Girozentrale$1.9K1
450Maxi Investments CY Ltd$1.7K1
451MV CAPITAL MANAGEMENT, INC.$1.6K1
452Kingdom Financial Group LLC.$1.5K1
453Signature Resources Capital Management, LLC$1.4K1
454iA Global Asset Management Inc.$1.4K1
455Investors Portfolio Services LLC$1.3K1
456GILPIN WEALTH MANAGEMENT, LLC$1.2K1
457Altshuler Shaham Ltd$1.1K1
458Tripletail Wealth Management, LLC$1.0K1
459BROWN, LISLE/CUMMINGS, INC.$9561
460Rialto Wealth Management, LLC$9561
461PayPay Securities Corp$8931
462Pacific Center for Financial Services$8881
463Harvest Fund Management Co., Ltd$8551
464Quaker Wealth Management, LLC$8191
465Geneos Wealth Management Inc.$6831
466FINANCIAL CONSULATE, INC$5461
467CNB Bank$5461
468SHP Wealth Management$5461
469TFC Financial Management, Inc.$4781
470RD Finance Ltd$4251
471Key FInancial Inc$4101
472Signature Equity Partners, LLC$4101
473JFS WEALTH ADVISORS, LLC$3421
474American Capital Advisory, LLC$3421
475Harel Insurance Investments & Financial Services Ltd.$2731
476Johnson Financial Group, Inc.$2731
477Stone House Investment Management, LLC$2731
478Cambridge Investment Research Advisors, Inc.$2151
479Retirement Wealth Solutions LLC$2051
480WPG Advisers, LLC$2051
481Clearstead Advisors, LLC$1371
482Measured Wealth Private Client Group, LLC$1371
483DecisionPoint Financial, LLC$1371
484Caitlin John, LLC$1371
485Vermillion Wealth Management, Inc.$681
486Portus Wealth Advisors, LLC$681
487Godfrey Financial Associates, Inc.$681
488Beaird Harris Wealth Management, LLC$411
489Capital Advisors, Ltd. LLC$51
490Smithfield Trust Co$31
491Avion Wealth$31
492VANGUARD GROUP INC$01
493&PARTNERS$01
494Laird Norton Wetherby Trust Company, LLC$01
495PINNACLE ASSOCIATES LTD$01
496BAILARD, INC.$01
497STEPHENS INC /AR/$01
498SYM FINANCIAL Corp$01
499VALLEY NATIONAL ADVISERS INC$01
500TEACHER RETIREMENT SYSTEM OF TEXAS$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)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 TEAM

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for TEAM · financials and macro

Financials — as filed PLANNED

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