Public record / Tickers / TER

TER — TERADYNE, INC

Both disclosure regimes on one name: who in Congress filed about TER, 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
18
all PTR rows naming TER
Members · 12m
2
2 buys · 2 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

MacArthur, Thomas · $15.0K–$50.0K

Sale · traded 2018-12-07 → filed 2019-01-11. Ranked over every TER row by the provable lower bound, never a point estimate.

2 members · 2 buys / 2 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

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 TER · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning TER
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Tommy Tuberville R–ALSale · JT (jointly owned)Traded 2024-05-03 LATE·824d$1K–$15Kamendment pending
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-30 +22d$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 18 ↗

Members active in TER

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing TER 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.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2

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

Congress ↔ notable managers · TER

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

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
1 Tommy Tuberville R–AL $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 · TERADYNE INC

Merged timeline of congressional filings and notable-manager moves on TER
DateWhoChangeSize
2026-08-05Tommy Tuberville CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Lone Pine Capital 13Fnew+1,872,876 sh
2026-05-15Bridgewater Associates 13Fadd+139,185 sh
2026-05-15Tudor Investment Corp 13Ftrim−22,127 sh
2026-05-15Gotham Asset Management 13Ftrim−14,103 sh
2026-05-15Moore Capital Management 13Fexit−23,000 sh
2026-05-14Caxton Associates 13Ftrim−8,606 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

Top institutional holders of TER for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$4.8B1
2VANGUARD CAPITAL MANAGEMENT LLC$3.0B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$2.6B1
4STATE STREET CORP$2.1B1
5GEODE CAPITAL MANAGEMENT, LLC$1.3B1
6FMR LLC$1.1B1
7AMERIPRISE FINANCIAL INC$843M1
8ALKEON CAPITAL MANAGEMENT LLC$827M1
9Invesco Ltd.$747M1
10Point72 Asset Management, L.P.$677M1
11MORGAN STANLEY$644M1
12AQR CAPITAL MANAGEMENT LLC$630M1
13UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$583M1
14LONE PINE CAPITAL LLC$555M1
15Sumitomo Mitsui Trust Group, Inc.$505M1
16NORTHERN TRUST CORP$467M1
17Assenagon Asset Management S.A.$431M1
18FEDERATED HERMES, INC.$418M1
19Amundi$415M1
20BARCLAYS PLC$411M1
21Allspring Global Investments Holdings, LLC$347M1
22CITIGROUP INC$339M1
23UBS Group AG$329M1
24Legal & General Group Plc$324M1
25Rafferty Asset Management, LLC$323M1
26BANK OF AMERICA CORP /DE/$322M1
27CHARLES SCHWAB INVESTMENT MANAGEMENT INC$303M1
28Qube Research & Technologies Ltd$274M1
29Bank of New York Mellon Corp$262M1
30VANGUARD FIDUCIARY TRUST CO$261M1
31D. E. Shaw & Co., Inc.$257M1
32DEUTSCHE BANK AG\$252M1
33TWO SIGMA INVESTMENTS, LP$249M1
34LAZARD ASSET MANAGEMENT LLC$246M1
35Pictet Asset Management Holding SA$237M1
36BNP Paribas Asset Management Holding S.A.$230M1
37DIMENSIONAL FUND ADVISORS LP$214M1
38MILLENNIUM MANAGEMENT LLC$193M1
39RAYMOND JAMES FINANCIAL INC$185M1
40Amova Asset Management Americas, Inc.$165M1
41WT Asset Management Ltd$164M1
42AMERICAN CENTURY COMPANIES INC$163M1
43PRIMECAP MANAGEMENT CO/CA/$163M1
44Janus Henderson Group Ltd.$144M1
45Swiss National Bank$136M1
46Trivest Advisors Ltd$135M1
47CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$134M1
48PRUDENTIAL FINANCIAL INC$118M1
49SUSQUEHANNA INTERNATIONAL GROUP, LLP$117M1
50Bank Julius Baer & Co. Ltd, Zurich$112M1
51ALLIANCEBERNSTEIN L.P.$110M1
52Mitsubishi UFJ Asset Management Co., Ltd.$107M1
53CITADEL ADVISORS LLC$104M1
54Vanguard Global Advisers, LLC$102M1
55FRANKLIN RESOURCES INC$101M1
56Bridgewater Associates, LP$100M1
57Nuveen, LLC$97.6M1
58National Pension Service$96.0M1
59NOMURA ASSET MANAGEMENT CO LTD$94.9M1
60Squarepoint Ops LLC$93.7M1
61WORLDQUANT MILLENNIUM ADVISORS LLC$90.8M1
62Korea Investment CORP$88.8M1
63HSBC HOLDINGS PLC$84.3M1
64CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$83.2M1
65VANGUARD ASSET MANAGEMENT, Ltd$81.2M1
66PRINCIPAL FINANCIAL GROUP INC$81.0M1
67Holocene Advisors, LP$78.5M1
68AXIOM INVESTORS LLC /DE$75.1M1
69Anther Capital Ltd$75.0M1
70Mirae Asset Global Investments Co., Ltd.$72.7M1
71Quantinno Capital Management LP$71.8M1
72WELLS FARGO & COMPANY/MN$66.4M1
73ROYAL BANK OF CANADA$63.0M1
74Woodline Partners LP$62.8M1
75TUDOR INVESTMENT CORP ET AL$61.4M1
76Defiance ETFs, LLC$61.3M1
77Cerity Partners LLC$60.5M1
78MASSACHUSETTS FINANCIAL SERVICES CO /MA/$59.9M1
79FengHe Fund Management Pte. Ltd.$58.3M1
80FULLER & THALER ASSET MANAGEMENT, INC.$57.6M1
81ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$56.9M1
82Susquehanna Portfolio Strategies, LLC$56.1M1
83DRIEHAUS CAPITAL MANAGEMENT LLC$54.8M1
84FRONTIER CAPITAL MANAGEMENT CO LLC$54.3M1
85Tensor Edge Capital, LLC$52.6M1
86NORDEA INVESTMENT MANAGEMENT AB$51.6M1
87SEI INVESTMENTS CO$50.8M1
88RENAISSANCE TECHNOLOGIES LLC$48.9M1
89IEQ CAPITAL, LLC$48.8M1
90Allianz Asset Management GmbH$47.9M1
91Ceredex Value Advisors LLC$46.4M1
92BALYASNY ASSET MANAGEMENT L.P.$43.0M1
93STOREBRAND ASSET MANAGEMENT AS$42.8M1
94PFA Pension, Forsikringsaktieselskab$41.6M1
95ADAGE CAPITAL PARTNERS GP, L.L.C.$41.6M1
96MACKENZIE FINANCIAL CORP$41.5M1
97STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$41.0M1
98FIRST TRUST ADVISORS LP$40.9M1
99TEACHER RETIREMENT SYSTEM OF TEXAS$40.4M1
100Robeco Schweiz AG$40.2M1
101LPL Financial LLC$38.8M1
102GLENMEDE TRUST CO NA$38.7M1
103Gotham Asset Management, LLC$38.1M1
104BANK OF MONTREAL /CAN/$37.8M1
105EVENTIDE ASSET MANAGEMENT, LLC$37.6M1
106Aberdeen Group plc$36.4M1
107EXCHANGE TRADED CONCEPTS, LLC$36.3M1
108Robeco Institutional Asset Management B.V.$36.0M1
109PANAGORA ASSET MANAGEMENT INC$35.3M1
110Walleye Capital LLC$34.8M1
111Mariner, LLC$34.2M1
112Migdal Insurance & Financial Holdings Ltd.$32.7M1
113Amanah Holdings Trust$32.6M1
114NATIONAL BANK OF CANADA /FI/$32.3M1
115CONGRESS ASSET MANAGEMENT CO$32.2M1
116VOLORIDGE INVESTMENT MANAGEMENT, LLC$31.9M1
117Evergreen Quality Fund GP, Ltd.$31.8M1
118Universal- Beteiligungs- und Servicegesellschaft mbH$31.4M1
119DSM CAPITAL PARTNERS LLC$31.4M1
120AVIVA PLC$30.9M1
121Rokos Capital Management LLP$30.5M1
122STATE OF WISCONSIN INVESTMENT BOARD$30.4M1
123Vinva Investment Management Ltd$30.3M1
124TD ASSET MANAGEMENT INC$30.2M1
125E20 Capital Ltd$30.0M1
126MACQUARIE GROUP LTD$29.8M1
127Illinois Municipal Retirement Fund$29.4M1
128Calamos Advisors LLC$29.4M1
129WINDWARD CAPITAL MANAGEMENT CO /CA$29.3M1
130ING GROEP NV$28.9M1
131NATIXIS$28.8M1
132Man Group plc$28.7M1
133Alta Park Capital, LP$27.7M1
134NISSAY ASSET MANAGEMENT CORP /JAPAN$27.7M1
135DANSKE BANK A/S$27.4M1
136NEW YORK STATE COMMON RETIREMENT FUND$27.2M1
137APG Asset Management N.V.$27.2M1
138MANUFACTURERS LIFE INSURANCE COMPANY, THE$26.7M1
139Temasek Holdings (Private) Ltd$26.5M1
140PICTON MAHONEY ASSET MANAGEMENT$26.4M1
141NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$25.5M1
142ENVESTNET ASSET MANAGEMENT INC$25.0M1
143SCHRODER INVESTMENT MANAGEMENT GROUP$25.0M1
144Corient Private Wealth LLC$24.8M1
145IQ EQ FUND MANAGEMENT (IRELAND) Ltd$24.7M1
146PARNASSUS INVESTMENTS, LLC$24.1M1
147Mitsubishi UFJ Trust & Banking Corp$24.0M1
148GATEWAY INVESTMENT ADVISERS LLC$24.0M1
149Stephens Investment Management Group LLC$24.0M1
150Vanguard Investments Australia, Ltd.$23.1M1
151PUBLIC SECTOR PENSION INVESTMENT BOARD$23.1M1
152Chevy Chase Trust Holdings, LLC$22.9M1
153AGF MANAGEMENT LTD$22.7M1
154ROYAL LONDON ASSET MANAGEMENT LTD$21.9M1
155Trexquant Investment LP$21.9M1
156CAPITOLIS LIQUID GLOBAL MARKETS LLC$21.8M1
157TORONTO DOMINION BANK$21.5M1
158Capital Research Global Investors$20.8M1
159Telemark Asset Management, LLC$20.8M1
160Asset Management One Co., Ltd.$19.9M1
161BANK OF NOVA SCOTIA$19.8M1
162SEB Asset Management AB$19.8M1
163CloudAlpha Capital Management Limited/Hong Kong$19.8M1
164Schonfeld Strategic Advisors LLC$19.6M1
165Vontobel Holding Ltd.$19.3M1
166CWM, LLC$19.0M1
167Aquatic Capital Management LLC$19.0M1
168IMC-Chicago, LLC$19.0M1
169Engineers Gate Manager LP$18.7M1
170HighTower Advisors, LLC$18.4M1
171Tredje AP-fonden$18.1M1
172OFI INVEST ASSET MANAGEMENT$18.0M1
173KLP KAPITALFORVALTNING AS$17.8M1
174Creative Planning$17.6M1
175VICTORY CAPITAL MANAGEMENT INC$17.6M1
176FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$17.4M1
177Focus Partners Wealth$17.4M1
178MERCER GLOBAL ADVISORS INC /ADV$17.2M1
179Ensign Peak Advisors, Inc$17.0M1
180Tidal Investments LLC$16.8M1
181DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$16.5M1
182CANADA PENSION PLAN INVESTMENT BOARD$16.3M1
183Swedbank AB$16.1M1
184State of New Jersey Common Pension Fund D$16.1M1
185KADENSA CAPITAL Ltd$16.1M1
186Andra AP-fonden$16.0M1
187Tairen Capital Ltd$15.7M1
188DISCOVERY CAPITAL MANAGEMENT, LLC / CT$15.4M1
189Virtus Wealth Solutions LLC$15.4M1
190MUFG Securities EMEA plc$15.2M1
191PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$15.1M1
192Carmel Capital Management L.L.C.$14.8M1
193WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$14.8M1
194Zurcher Kantonalbank (Zurich Cantonalbank)$14.7M1
195Empowered Funds, LLC$14.5M1
196PARADIGM CAPITAL MANAGEMENT INC/NY$14.4M1
197FRANKLIN STREET ADVISORS INC /NC$14.4M1
198Resona Asset Management Co.,Ltd.$14.0M1
199XXEC, Inc.$13.9M1
200OPPENHEIMER & CO INC$13.2M1
201AFFINITY WEALTH MANAGEMENT LLC$13.2M1
202ARMISTICE CAPITAL, LLC$13.0M1
203Walleye Trading LLC$12.9M1
204ProShare Advisors LLC$12.7M1
205Czech National Bank$12.6M1
206Arizona State Retirement System$12.6M1
207CIBC WORLD MARKET INC.$12.5M1
208STATE OF MICHIGAN RETIREMENT SYSTEM$12.1M1
209Cetera Investment Advisers$12.1M1
210HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$12.0M1
211Federation des caisses Desjardins du Quebec$11.7M1
212Zweig-DiMenna Associates LLC$11.3M1
213CIBC Asset Management Inc$11.0M1
214Andar Capital Management HK Ltd$11.0M1
215MetLife Investment Management, LLC$10.8M1
216COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$10.8M1
217Rakuten Investment Management, Inc.$10.7M1
218OSAIC HOLDINGS, INC.$10.6M1
219FIFTH THIRD BANCORP$10.6M1
220WELLINGTON MANAGEMENT GROUP LLP$10.5M1
221DnB Asset Management AS$10.3M1
222Swiss Life Asset Management Ltd$10.2M1
223SIERRA SUMMIT ADVISORS LLC$10.2M1
224CIBC Bancorp USA Inc.$10.0M1
225Mediolanum International Funds Ltd$9.9M1
226MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$9.9M1
227Retirement Systems of Alabama$9.9M1
228Brevan Howard Capital Management LP$9.7M1
229Wealthfront Advisers LLC$9.5M1
230CHAPIN DAVIS, INC.$9.4M1
231IFM Investors Pty Ltd$9.3M1
232GFG Capital, LLC$9.3M1
233VOYA INVESTMENT MANAGEMENT LLC$9.2M1
234Lido Advisors, LLC$9.0M1
235OCCUDO QUANTITATIVE STRATEGIES LP$8.9M1
236Rockefeller Capital Management L.P.$8.9M1
237Ardmore Road Asset Management LP$8.9M1
238Daiwa Securities Group Inc.$8.7M1
239Quadrature Capital Ltd$8.7M1
240Capital Investment Counsel, Inc$8.6M1
241RWA WEALTH PARTNERS, LLC$8.6M1
242NEEDHAM INVESTMENT MANAGEMENT LLC$8.6M1
243UniSuper Management Pty Ltd$8.5M1
244XPONANCE LLC$8.3M1
245Pinpoint Asset Management (Singapore) Pte. Ltd.$8.2M1
246SELDON CAPITAL LP$8.1M1
247Vestmark Advisory Solutions, Inc.$8.0M1
248Tower Research Capital LLC (TRC)$7.8M1
249NewSquare Capital LLC$7.8M1
250Parallax Volatility Advisers, L.P.$7.7M1
251Hidden Lake Asset Management LP$7.7M1
252Gerber Kawasaki Wealth & Investment Management$7.6M1
253Utah Retirement Systems$7.5M1
254Ironwood Investment Counsel, LLC$7.5M1
255Union Bancaire Privee, UBP SA$7.5M1
256Quantbot Technologies LP$7.5M1
257Clear Street Group Inc.$7.3M1
258GUGGENHEIM CAPITAL LLC$7.3M1
259Spire Wealth Management$7.1M1
260Pathstone Holdings, LLC$7.1M1
261Vanguard Personalized Indexing Management, LLC$7.1M1
262Bouvel Investment Partners, LLC$6.9M1
263Buttonwood Financial Advisors Inc.$6.9M1
264Sumitomo Mitsui DS Asset Management Company, Ltd$6.8M1
265NISA INVESTMENT ADVISORS, LLC$6.7M1
266KP Management LLC$6.7M1
267Itau Unibanco Holding S.A.$6.6M1
268Inspire Investing, LLC$6.6M1
269NEOS Investment Management LLC$6.6M1
270Krilogy Financial LLC$6.6M1
271Groupe la Francaise$6.5M1
272NEW YORK LIFE INVESTMENT MANAGEMENT LLC$6.5M1
273BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$6.4M1
274Baird Financial Group, Inc.$6.4M1
275Baader Bank Aktiengesellschaft$6.3M1
276Covea Finance$6.2M1
277Black Swift Group, LLC$6.2M1
278NewEdge Advisors, LLC$6.1M1
279Totem Point Management, LLC$6.1M1
280KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$6.0M1
281Chicago Capital, LLC$6.0M1
282BOOTHBAY FUND MANAGEMENT, LLC$5.8M1
283GHP Investment Advisors, Inc.$5.7M1
284Summit Trail Advisors, LLC$5.7M1
285FORA Capital, LLC$5.6M1
286JANE STREET GROUP, LLC$5.5M1
287DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$5.4M1
288STIFEL FINANCIAL CORP$5.4M1
289Y-Intercept (Hong Kong) Ltd$5.3M1
290OREGON PUBLIC EMPLOYEES RETIREMENT FUND$5.3M1
291COMMONWEALTH EQUITY SERVICES, LLC$5.3M1
292FIL Ltd$5.2M1
293VMS Asset Management Limited$5.2M1
294CAXTON ASSOCIATES LLP$5.0M1
295Sanctuary Advisors, LLC$5.0M1
296O'SHAUGHNESSY ASSET MANAGEMENT, LLC$5.0M1
297MITCHELL CAPITAL MANAGEMENT CO$5.0M1
298MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.9M1
2991832 Asset Management L.P.$4.9M1
300YOUSIF CAPITAL MANAGEMENT, LLC$4.8M1
301Prospera Financial Services Inc$4.8M1
302Laurion Capital Management LP$4.8M1
303Counterpoint Mutual Funds LLC$4.7M1
304Gouws Capital LLC$4.7M1
305Eurizon Capital SGR S.p.A.$4.7M1
306Connecticut Wealth Management, LLC$4.7M1
307New Paradigm Capital Management, LLC$4.7M1
308LMCG INVESTMENTS, LLC$4.7M1
309OP Asset Management Ltd$4.6M1
310AI-Squared Management Ltd$4.6M1
311Munro Partners$4.5M1
312Avanza Fonder AB$4.5M1
313PATTON FUND MANAGEMENT, INC.$4.5M1
314CARDIFF PARK ADVISORS, LLC$4.5M1
315HERALD INVESTMENT MANAGEMENT Ltd$4.4M1
316Gilman Hill Asset Management, LLC$4.2M1
317TD Waterhouse Canada Inc.$4.2M1
318PINKERTON WEALTH, LLC$4.2M1
319SCALAR GAUGE MANAGEMENT, LLC$4.2M1
320MML INVESTORS SERVICES, LLC$4.1M1
321Elo Mutual Pension Insurance Co$4.1M1
322QRG CAPITAL MANAGEMENT, INC.$4.1M1
323Polymer Capital Management (US) LLC$4.0M1
324Artemis Wealth Advisors, LLC$4.0M1
325Channing Capital Management, LLC$4.0M1
326BLAIR WILLIAM & CO/IL$4.0M1
327Parkway Wealth Management Group, LLC$4.0M1
328BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$3.9M1
329FORTEM FINANCIAL GROUP, LLC$3.9M1
330Oak Thistle LLC$3.9M1
331CREDIT AGRICOLE S A$3.8M1
332US BANCORP \DE\$3.8M1
333SWS Partners$3.7M1
334Global X Japan Co., Ltd.$3.7M1
335&PARTNERS$3.7M1
336Royal Fund Management, LLC$3.7M1
337ASR Vermogensbeheer N.V.$3.6M1
338Ethic Inc.$3.6M1
339Orion Porfolio Solutions, LLC$3.5M1
340ASHFORD CAPITAL MANAGEMENT INC$3.5M1
341COLDSTREAM CAPITAL MANAGEMENT INC$3.4M1
342Morningstar Investment Management LLC$3.4M1
343Purus Wealth Management, LLC$3.3M1
344Investment Management Corp of Ontario$3.3M1
345Persistent Asset Partners Ltd$3.3M1
346Focus Partners Advisor Solutions, LLC$3.3M1
347Cadent Capital Advisors, LLC$3.3M1
348Advisors Asset Management, Inc.$3.2M1
349Fieldview Capital Management, LLC$3.2M1
350Chicago Partners Investment Group LLC$3.1M1
351M&G Plc$3.1M1
352AXQ CAPITAL, LP$3.1M1
353Merit Financial Group, LLC$3.1M1
354Waratah Capital Advisors Ltd.$3.1M1
355Optimize Financial Inc$3.0M1
356MAI Capital Management$3.0M1
357Candriam S.C.A.$2.9M1
358MITCHELL & PAHL PRIVATE WEALTH, LLC$2.8M1
359MIZUHO SECURITIES USA LLC$2.8M1
360Kurv Investment Management LLC$2.8M1
361Norinchukin Bank, The$2.8M1
362GREAT LAKES ADVISORS, LLC$2.8M1
363Pallas Capital Advisors LLC$2.7M1
364TRUIST FINANCIAL CORP$2.7M1
365LBP AM SA$2.7M1
366Private Advisory Group LLC$2.7M1
367BENJAMIN EDWARDS INC$2.7M1
368OMERS ADMINISTRATION Corp$2.7M1
369BRIDGEWAY CAPITAL MANAGEMENT, LLC$2.7M1
370Sequoia Financial Advisors, LLC$2.7M1
371HARTFORD INVESTMENT MANAGEMENT CO$2.6M1
372Watershed Asset Management, L.L.C.$2.6M1
373PROFUND ADVISORS LLC$2.6M1
374Lansforsakringar Fondforvaltning AB (publ)$2.6M1
375Vident Advisory, LLC$2.5M1
376NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.5M1
377Systematic Alpha Investments, LLC$2.5M1
378Donoghue Forlines LLC$2.5M1
379LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2.5M1
380Plato Investment Management Ltd$2.5M1
381U.S. Capital Wealth Advisors, LLC$2.4M1
382Three Seasons Wealth, LLC$2.4M1
383Town & Country Bank & Trust CO dba First Bankers Trust CO$2.4M1
384INTECH INVESTMENT MANAGEMENT LLC$2.4M1
385M&T BANK CORP$2.3M1
386Graham Capital Management, L.P.$2.3M1
387Maryland State Retirement & Pension System$2.3M1
388COMMERCE BANK$2.3M1
389PRUDENTIAL PLC$2.3M1
390DE BURLO GROUP INC$2.3M1
391AG2R LA MONDIALE GESTION D'ACTIFS$2.2M1
392ABN AMRO INVESTMENT SOLUTIONS$2.2M1
393ARDSLEY ADVISORY PARTNERS LP$2.2M1
394Knollwood Investment Advisory, LLC$2.2M1
395Eurizon SLJ Capital Ltd$2.2M1
396BROWN ADVISORY INC$2.1M1
397DIVERSIFY WEALTH MANAGEMENT, LLC$2.1M1
398Themes Management Co LLC$2.1M1
399HB Wealth Management, LLC$2.0M1
400Forty-three Eighteen Advisors, LLC$2.0M1
401Bluebird Wealth Management LLC$2.0M1
402Caitong International Asset Management Co., Ltd$2.0M1
403TOKIO MARINE ASSET MANAGEMENT CO LTD$2.0M1
404SIMPLEX TRADING, LLC$1.9M1
405B. Metzler seel. Sohn & Co. AG$1.9M1
406Voleon Capital Management LP$1.9M1
407Fideuram Asset Management (Ireland) dac$1.9M1
408Lombard Odier Asset Management (Switzerland) SA$1.9M1
409Concurrent Investment Advisors, LLC$1.9M1
410NorthCrest Asset Manangement, LLC$1.9M1
411Goldstream Capital Management Ltd$1.8M1
412Generali Asset Management SPA SGR$1.8M1
413SIG BROKERAGE, LP$1.8M1
414Dai-ichi Life Insurance Company, Ltd$1.8M1
415Estate Counselors, LLC$1.8M1
416Caprock Group, LLC$1.8M1
417Polar Asset Management Partners Inc.$1.8M1
418TWO SIGMA SECURITIES, LLC$1.7M1
419QUADRANT CAPITAL GROUP LLC$1.7M1
420Saudi Central Bank$1.7M1
421Inscription Capital, LLC$1.7M1
422MISSION WEALTH MANAGEMENT, LP$1.7M1
423WIN ADVISORS, INC$1.7M1
424Davidson Capital Management Inc.$1.7M1
425Bellwether Advisors, LLC$1.7M1
426SANDLER CAPITAL MANAGEMENT$1.6M1
427E. Ohman J:or Asset Management AB$1.6M1
428Kestra Advisory Services, LLC$1.6M1
429Ifrah Financial Services, Inc.$1.6M1
430INDEPENDENT FINANCIAL GROUP, LLC$1.6M1
431Sterling Capital Management LLC$1.6M1
432CASTLEARK MANAGEMENT LLC$1.6M1
433WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$1.5M1
434Crossmark Global Holdings, Inc.$1.5M1
435Banque Cantonale Vaudoise$1.5M1
436Qsemble Capital Management, LP$1.5M1
437Lighthouse Investment Partners, LLC$1.5M1
438Ausdal Financial Partners, Inc.$1.5M1
439AIA Group Ltd$1.5M1
440Jefferies Financial Group Inc.$1.5M1
441ASSETMARK, INC$1.5M1
442NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.5M1
443Franchise GP Ltd$1.5M1
444Farringdon Capital, Ltd.$1.5M1
445Empirical Finance, LLC$1.5M1
446KEYBANK NATIONAL ASSOCIATION/OH$1.5M1
447MGO ONE SEVEN LLC$1.5M1
448Cresset Asset Management, LLC$1.5M1
449Sivia Capital Partners, LLC$1.5M1
450FIDUCIARY TRUST CO$1.5M1
45171 West Capital Partners$1.4M1
452Meeder Advisory Services, Inc.$1.4M1
453Phoenix Financial Ltd.$1.4M1
454RMR Wealth Builders$1.4M1
455KESTRA PRIVATE WEALTH SERVICES, LLC$1.4M1
456Callan Family Office, LLC$1.4M1
457DIVERSIFIED MANAGEMENT INC$1.4M1
458Norman Fields, Gottscho Capital Management, LLC$1.4M1
459Baker Ellis Asset Management LLC$1.4M1
460LifePlan Financial, LLC$1.4M1
461Bull Harbor Capital LLC$1.4M1
462Trek Financial, LLC$1.4M1
463PRINCIPAL SECURITIES, INC.$1.4M1
464CONTRAVISORY INVESTMENT MANAGEMENT, INC.$1.4M1
465Laird Norton Wetherby Trust Company, LLC$1.4M1
466Americana Partners, LLC$1.3M1
467North Dakota State Investment Board$1.3M1
468Marex Group Ltd$1.3M1
469Atria Investments, Inc$1.3M1
470Metis Global Partners, LLC$1.3M1
471Dakota Wealth Management$1.3M1
472EP Wealth Advisors, LLC$1.3M1
473MUFG SECURITIES AMERICAS INC.$1.3M1
474Diversified Trust Co$1.3M1
475E Fund Management Co., Ltd.$1.3M1
476SATURNA CAPITAL CORP$1.3M1
477SECURIAN ASSET MANAGEMENT, INC$1.3M1
478Western Financial Corp/CA$1.3M1
479WADDELL & ASSOCIATES, LLC$1.2M1
480WESPAC Advisors, LLC$1.2M1
481Jain Global LLC$1.2M1
482Waverly Advisors, LLC$1.2M1
483LECAP ASSET MANAGEMENT LTD$1.2M1
484Aspen Wealth Strategies, LLC$1.2M1
485Independent Advisor Alliance$1.2M1
486Great Waters Wealth Management$1.2M1
487Brooklyn Investment Group$1.2M1
488Allworth Financial LP$1.2M1
489CITIZENS FINANCIAL GROUP INC/RI$1.2M1
490Perpetual Ltd$1.2M1
491LAKE STREET PRIVATE WEALTH, LLC$1.2M1
492EVOLVE PRIVATE WEALTH, LLC$1.2M1
493Snowden Capital Advisors LLC$1.2M1
494Apollon Wealth Management, LLC$1.2M1
495UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.2M1
496K.J. Harrison & Partners Inc$1.2M1
497Baker Avenue Asset Management, LP$1.1M1
498Canada Post Corp Registered Pension Plan$1.1M1
499AE Wealth Management LLC$1.1M1
500Bridgefront Capital, LLC$1.1M1
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)2 buy / 2 sell
Congress net ($ bound)−$28.0K to $28.0K
Filers net (actions)not in build
Filers net ($ 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 TER

RETAINED WINDOW · ACTIVE HITS
Signal hits naming TER
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 TER · financials and macro

Financials — as filed PLANNED

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