Public record / Tickers / TEX

TEX — TEREX CORP

Both disclosure regimes on one name: who in Congress filed about TEX, 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
11
all PTR rows naming TEX
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
05-15
filed 2024-05-15
13F holders
439
top-439 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

Kelly Loeffler · $15.0K–$50.0K

Sale · traded 2020-04-13 → filed 2020-05-01. Ranked over every TEX row by the provable lower bound, never a point estimate.

No member disclosed TEX 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.

Every row filed inside 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 TEX 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 TEX · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning TEX
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2024-05-15Josh Gottheimer D–NJ-5Sale · JT (jointly owned)Traded 04-25 +20d$1K–$15K
2024-03-07Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 02-13 +23d$1K–$15K
2023-05-19Daniel S. Goldman D–NY-10PurchaseTraded 04-10 +39d$1K–$15K
2022-05-16Josh Gottheimer D–NJ-5Purchase · JT (jointly owned)Traded 04-19 +27d$1K–$15K
2022-04-17Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 03-15 +33d$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 11 ↗

Members active in TEX

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

No member disclosed TEX in the trailing 12 months.

Congress ↔ notable managers · TEX

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
1 Gotham Asset Management $7.3M held
Trimming
1 Bridgewater Associates $471K held

new + add vs trim + exit, by shares · $ = reported value now, not the change · TEREX CORP NEW

Merged timeline of congressional filings and notable-manager moves on TEX
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+110,124 sh
2026-05-15Bridgewater Associates 13Ftrim−26,908 sh

2 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 TEX for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1FMR LLC$1.0B1
2BlackRock, Inc.$829M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$344M1
4VANGUARD CAPITAL MANAGEMENT LLC$301M1
5DIMENSIONAL FUND ADVISORS LP$263M1
6STATE STREET CORP$243M1
7WELLINGTON MANAGEMENT GROUP LLP$222M1
8GEODE CAPITAL MANAGEMENT, LLC$169M1
9AMERICAN CENTURY COMPANIES INC$158M1
10CITADEL ADVISORS LLC$144M1
11ALLIANCEBERNSTEIN L.P.$114M1
12Fisher Asset Management, LLC$112M1
13MASSACHUSETTS FINANCIAL SERVICES CO /MA/$105M1
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC$95.2M1
15FULLER & THALER ASSET MANAGEMENT, INC.$88.0M1
16BALYASNY ASSET MANAGEMENT L.P.$87.4M1
17NORTHERN TRUST CORP$82.4M1
18ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$73.2M1
19MORGAN STANLEY$71.6M1
20NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$65.6M1
21Capital Research Global Investors$65.3M1
22Invesco Ltd.$65.0M1
23Freestone Grove Partners LP$62.7M1
24VICTORY CAPITAL MANAGEMENT INC$61.5M1
25Bank of New York Mellon Corp$55.2M1
26WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$50.4M1
27SEGALL BRYANT & HAMILL, LLC$47.4M1
28VANGUARD FIDUCIARY TRUST CO$44.9M1
29Schonfeld Strategic Advisors LLC$42.2M1
30TWO SIGMA INVESTMENTS, LP$41.2M1
31MILLENNIUM MANAGEMENT LLC$40.1M1
32MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$39.0M1
33Minneapolis Portfolio Management Group, LLC$38.2M1
34DRIEHAUS CAPITAL MANAGEMENT LLC$38.0M1
35Holocene Advisors, LP$37.0M1
36Point72 Asset Management, L.P.$36.7M1
37Nuveen, LLC$34.9M1
38UBS Group AG$34.5M1
39KENNEDY CAPITAL MANAGEMENT LLC$34.1M1
40AQR CAPITAL MANAGEMENT LLC$31.4M1
41WELLS FARGO & COMPANY/MN$29.2M1
42BANK OF AMERICA CORP /DE/$27.6M1
43Bragg Financial Advisors, Inc$25.4M1
44PRINCIPAL FINANCIAL GROUP INC$23.8M1
45WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$23.7M1
46VOYA INVESTMENT MANAGEMENT LLC$22.5M1
47UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$16.7M1
48VOLORIDGE INVESTMENT MANAGEMENT, LLC$15.4M1
49JENNISON ASSOCIATES LLC$14.3M1
50Curated Wealth Partners LLC$13.4M1
51Swiss National Bank$13.3M1
52Tidal Investments LLC$12.5M1
53CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$12.2M1
54Verition Fund Management LLC$11.9M1
55TEMA ETFS LLC$11.8M1
56Universal- Beteiligungs- und Servicegesellschaft mbH$11.6M1
57SEI INVESTMENTS CO$11.5M1
58Ceredex Value Advisors LLC$11.2M1
59RAYMOND JAMES FINANCIAL INC$10.7M1
60Clearbridge Investments, LLC$10.4M1
61ROYAL BANK OF CANADA$10.3M1
62D. E. Shaw & Co., Inc.$10.1M1
63Walleye Capital LLC$9.9M1
64Legal & General Group Plc$9.8M1
65Cambria Investment Management, L.P.$9.7M1
66AMERIPRISE FINANCIAL INC$9.6M1
67NEW YORK STATE COMMON RETIREMENT FUND$8.7M1
68Retirement Systems of Alabama$8.2M1
69NATIXIS$7.4M1
70Gotham Asset Management, LLC$7.3M1
71Qube Research & Technologies Ltd$7.2M1
72RENAISSANCE TECHNOLOGIES LLC$7.0M1
73MetLife Investment Management, LLC$6.8M1
74FRANKLIN RESOURCES INC$6.7M1
75GREAT LAKES ADVISORS, LLC$6.7M1
76Penn Capital Management Company, LLC$6.6M1
77DEUTSCHE BANK AG\$6.5M1
78NEXT CENTURY GROWTH INVESTORS LLC$6.4M1
79Y-Intercept (Hong Kong) Ltd$6.4M1
80ALPINE ASSOCIATES MANAGEMENT INC.$6.3M1
81Advisors Asset Management, Inc.$6.3M1
82MANUFACTURERS LIFE INSURANCE COMPANY, THE$6.2M1
83VANGUARD ASSET MANAGEMENT, Ltd$6.1M1
84Hillsdale Investment Management Inc.$5.9M1
85Wolf Hill Capital Management, LP$5.9M1
86Phocas Financial Corp.$5.9M1
87BARCLAYS PLC$5.6M1
88Creative Planning$5.5M1
89Allianz Asset Management GmbH$5.5M1
90Hudson Bay Capital Management LP$4.8M1
91MOODY ALDRICH PARTNERS LLC$4.7M1
92LAZARD ASSET MANAGEMENT LLC$4.7M1
93SCHRODER INVESTMENT MANAGEMENT GROUP$4.6M1
94CASTLEARK MANAGEMENT LLC$4.4M1
95E. Ohman J:or Asset Management AB$4.2M1
96FAGAN ASSOCIATES, INC.$3.8M1
97PRUDENTIAL FINANCIAL INC$3.7M1
98Grantham, Mayo, Van Otterloo & Co. LLC$3.6M1
99ENVESTNET ASSET MANAGEMENT INC$3.4M1
100INTECH INVESTMENT MANAGEMENT LLC$3.4M1
101Baird Financial Group, Inc.$3.4M1
102TWINBEECH CAPITAL LP$3.3M1
103IEQ CAPITAL, LLC$3.2M1
104O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.1M1
105HANCOCK WHITNEY CORP$3.1M1
106SMA Capital LLC$3.1M1
107Janus Henderson Group Ltd.$3.0M1
108BW Gestao de Investimentos Ltda.$3.0M1
109LPL Financial LLC$2.9M1
110COMMONWEALTH EQUITY SERVICES, LLC$2.9M1
111Drum Hill Capital, LLC$2.9M1
112FIRST TRUST ADVISORS LP$2.8M1
113FIFTH THIRD BANCORP$2.8M1
114Vanguard Global Advisers, LLC$2.7M1
115Zurcher Kantonalbank (Zurich Cantonalbank)$2.7M1
116Moran Wealth Management, LLC$2.7M1
117Squarepoint Ops LLC$2.7M1
118Capricorn Fund Managers Ltd$2.6M1
119MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.6M1
120State of New Jersey Common Pension Fund D$2.6M1
121NISA INVESTMENT ADVISORS, LLC$2.5M1
122Ameritas Investment Partners, Inc.$2.4M1
123SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.3M1
124Elo Mutual Pension Insurance Co$2.2M1
125Dynamic Technology Lab Private Ltd$2.2M1
126ADVISORY RESEARCH INC$2.1M1
127Mork Capital Management, LLC$2.1M1
128Polymer Capital Management (US) LLC$2.1M1
129Voleon Capital Management LP$2.0M1
130Connor, Clark & Lunn Investment Management Ltd.$2.0M1
131YOUSIF CAPITAL MANAGEMENT, LLC$2.0M1
132Focus Partners Wealth$2.0M1
133SCOPUS ASSET MANAGEMENT, L.P.$2.0M1
134Arizona State Retirement System$1.8M1
135Pathstone Holdings, LLC$1.8M1
136CITIGROUP INC$1.8M1
137Composition Wealth, LLC$1.8M1
138Gallo Partners, LP$1.7M1
139COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.7M1
140Vanguard Investments Australia, Ltd.$1.7M1
141Cerity Partners LLC$1.7M1
142STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.7M1
143Cascade Investment Advisors, Inc.$1.6M1
144RITHOLTZ WEALTH MANAGEMENT$1.6M1
145STATE OF MICHIGAN RETIREMENT SYSTEM$1.6M1
146Federation des caisses Desjardins du Quebec$1.6M1
147Quantinno Capital Management LP$1.6M1
148IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.6M1
149RPG Investment Advisory, LLC$1.6M1
150CWM, LLC$1.6M1
151BRIDGEWAY CAPITAL MANAGEMENT, LLC$1.5M1
152MOODY NATIONAL BANK TRUST DIVISION$1.5M1
153NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.5M1
154KLP KAPITALFORVALTNING AS$1.5M1
155PICTON MAHONEY ASSET MANAGEMENT$1.5M1
156Nautilus Advisors LLC$1.4M1
157Man Group plc$1.4M1
158STATE OF WISCONSIN INVESTMENT BOARD$1.4M1
159OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.4M1
160COZAD ASSET MANAGEMENT INC$1.4M1
161SECURED RETIREMENT ADVISORS, LLC$1.3M1
162OSAIC HOLDINGS, INC.$1.3M1
163GLENMEDE TRUST CO NA$1.3M1
164Mitsubishi UFJ Trust & Banking Corp$1.3M1
165Cetera Investment Advisers$1.2M1
166ProShare Advisors LLC$1.2M1
167EASTERLY INVESTMENT PARTNERS LLC$1.2M1
168Brevan Howard Capital Management LP$1.2M1
169Mariner, LLC$1.2M1
170Aquatic Capital Management LLC$1.2M1
171PINNACLE ASSOCIATES LTD$1.2M1
172Verdence Capital Advisors LLC$1.2M1
173MERCER GLOBAL ADVISORS INC /ADV$1.1M1
174TOTH FINANCIAL ADVISORY CORP$1.1M1
175Vestmark Advisory Solutions, Inc.$1.1M1
176Livforsakringsbolaget Skandia, Omsesidigt$1.1M1
177CREDIT AGRICOLE S A$1.1M1
178Graham Capital Management, L.P.$1.1M1
179Pictet Asset Management Holding SA$1.1M1
180MAVERICK CAPITAL LTD$996K1
181XPONANCE LLC$970K1
182Confluence Wealth Services, Inc.$968K1
183BANK OF MONTREAL /CAN/$964K1
184PUBLIC SECTOR PENSION INVESTMENT BOARD$959K1
185Pinnacle Financial Partners, Inc.$927K1
186HighTower Advisors, LLC$920K1
187Vanguard Personalized Indexing Management, LLC$910K1
188Vident Advisory, LLC$900K1
189OMERS ADMINISTRATION Corp$889K1
190Allspring Global Investments Holdings, LLC$872K1
191FARMERS & MERCHANTS INVESTMENTS INC$846K1
192Virtue Capital Management, LLC$828K1
193Legato Capital Management LLC$808K1
194Integrated Quantitative Investments LLC$808K1
195Westover Capital Advisors, LLC$792K1
196Alyeska Investment Group, L.P.$791K1
197SIERRA SUMMIT ADVISORS LLC$779K1
198BOOTHBAY FUND MANAGEMENT, LLC$779K1
199NorthCrest Asset Manangement, LLC$737K1
200Diligent Investors, LLC$719K1
201FIRST NATIONAL TRUST CO$709K1
202ARISTEIA CAPITAL, L.L.C.$684K1
203Jones Kertz & Associates, Inc.$652K1
204Perpetual Ltd$646K1
205FEDERATED HERMES, INC.$622K1
206WINTON GROUP Ltd$621K1
207Perigon Wealth Management, LLC$614K1
208Walleye Trading LLC$589K1
209NAVELLIER & ASSOCIATES INC$586K1
210US BANCORP \DE\$579K1
211CIBC Bancorp USA Inc.$578K1
212Swiss Life Asset Management Ltd$560K1
213Barnett & Company, Inc.$558K1
214HSBC HOLDINGS PLC$547K1
215Hennion & Walsh Asset Management, Inc.$537K1
216Ethic Inc.$528K1
217Exit Wealth Advisors, LLC.$510K1
218SECURIAN ASSET MANAGEMENT, INC$495K1
219Bridgewater Associates, LP$471K1
220Corient IA LLC$468K1
221Brooklyn Investment Group$466K1
222QRG CAPITAL MANAGEMENT, INC.$451K1
223M&T BANK CORP$445K1
224AIGEN INVESTMENT MANAGEMENT, LP$439K1
225Vise Technologies, Inc.$438K1
226Kestra Advisory Services, LLC$436K1
227Pallas Capital Advisors LLC$426K1
228RD Lewis Holdings, Inc.$417K1
229State of Wyoming$413K1
230KESTRA PRIVATE WEALTH SERVICES, LLC$413K1
231DnB Asset Management AS$412K1
232Planning Center, Inc.$406K1
233MISSION WEALTH MANAGEMENT, LP$403K1
234&PARTNERS$398K1
235Oxford Wealth Group, LLC$390K1
236Vontobel Holding Ltd.$385K1
237QUADRANT CAPITAL GROUP LLC$380K1
238Systematic Alpha Investments, LLC$377K1
239Merit Financial Group, LLC$362K1
240Callan Family Office, LLC$359K1
241Pinnacle Wealth Management Advisory Group, LLC$359K1
242SHELTON CAPITAL MANAGEMENT$349K1
243Atria Investments, Inc$349K1
244Sequoia Financial Advisors, LLC$321K1
245Fieldview Capital Management, LLC$320K1
246NATIONAL BANK OF CANADA /FI/$320K1
247Empowered Funds, LLC$315K1
248Concentric Capital Strategies, LP$300K1
249Optivise Advisory Services LLC$293K1
250ARMISTICE CAPITAL, LLC$292K1
251UNITED CAPITAL FINANCIAL ADVISORS, LLC$291K1
252CHOREO, LLC$288K1
253CONTRAVISORY INVESTMENT MANAGEMENT, INC.$284K1
254Caprock Group, LLC$282K1
255Abel Hall, LLC$282K1
256Ensign Peak Advisors, Inc$280K1
257GW HENSSLER & ASSOCIATES LTD$273K1
258Resonant Capital Advisors, LLC$269K1
259Orion Porfolio Solutions, LLC$261K1
260Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$259K1
261INDEPENDENT FINANCIAL GROUP, LLC$258K1
262D.A. DAVIDSON & CO.$257K1
263MIRABELLA FINANCIAL SERVICES LLP$255K1
264GREENLEAF TRUST$252K1
265Blue Chip Partners, LLC$250K1
266Crossmark Global Holdings, Inc.$248K1
267PROFUND ADVISORS LLC$241K1
268Amundi$234K1
269Brucke Financial, Inc.$234K1
270GUGGENHEIM CAPITAL LLC$233K1
271XTX Topco Ltd$231K1
272GILPIN WEALTH MANAGEMENT, LLC$222K1
273Corient Private Wealth LLC$220K1
274IMC-Chicago, LLC$218K1
275Ballentine Partners, LLC$215K1
276EQUITABLE TRUST CO$212K1
277Measured Wealth Private Client Group, LLC$211K1
278Principle Wealth Partners LLC$211K1
279BROWN ADVISORY INC$209K1
280PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$208K1
281Curi Capital, LLC$204K1
282KEYBANK NATIONAL ASSOCIATION/OH$202K1
283EXCHANGE TRADED CONCEPTS, LLC$160K1
284PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$153K1
285Sterling Capital Management LLC$146K1
286MAI Capital Management$138K1
287BNP Paribas Asset Management Holding S.A.$135K1
288Rockefeller Capital Management L.P.$132K1
289Pinnacle Wealth Planning Services, Inc.$131K1
290HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$128K1
291Quarry LP$124K1
292UMB Bank, n.a.$97.6K1
293Blue Trust, Inc.$97.1K1
294GROUP ONE TRADING LLC$93.3K1
295Kemnay Advisory Services Inc.$91.5K1
296Smartleaf Asset Management LLC$86.0K1
297SIGNATUREFD, LLC$84.5K1
298RiverPark Advisors, LLC$79.8K1
299Steward Partners Investment Advisory, LLC$72.4K1
300NOMURA ASSET MANAGEMENT CO LTD$51.4K1
301Cassaday & Co Wealth Management LLC$47.4K1
302Optiver Holding B.V.$46.2K1
303Allworth Financial LP$45.6K1
304PRIVATE TRUST CO NA$44.5K1
305Community Financial Services Group, LLC$39.2K1
306Towne Trust Company, N.A$38.7K1
307MCGUIRE CAPITAL ADVISORS INC$33.7K1
308Mitsubishi UFJ Asset Management Co., Ltd.$28.5K1
309ASSETMARK, INC$26.0K1
310Virginia Estate & Retirement Planning Advisors Inc.$22.6K1
311Arax Advisory Partners$22.3K1
312Bayforest Capital Ltd$22.0K1
313Westside Investment Management, Inc.$21.7K1
314Destiny Wealth Partners, LLC$21.3K1
315Ameritas Advisory Services, LLC$20.7K1
316WealthCollab, LLC$19.0K1
317Kilter Group LLC$15.0K1
318N.E.W. Advisory Services LLC$14.9K1
319Front Street Capital Management, Inc.$13.1K1
320Decker Retirement Planning Inc.$12.7K1
321BARROW HANLEY MEWHINNEY & STRAUSS LLC$12.4K1
322True Wealth Design, LLC$11.8K1
323Acumen Wealth Advisors, LLC$11.6K1
324Rialto Wealth Management, LLC$11.4K1
325Cherry Tree Wealth Management, LLC$9.8K1
326SBI Securities Co., Ltd.$9.5K1
327Owl Creek Wealth Partners LLC$9.4K1
328Bell Investment Advisors, Inc$8.4K1
329Signature Equity Partners, LLC$7.3K1
330Private Wealth Asset Management, LLC$7.3K1
331MCF Advisors LLC$6.8K1
332Key FInancial Inc$6.7K1
333Eurizon Capital SGR S.p.A.$6.5K1
334SPEECE THORSON CAPITAL GROUP INC$6.4K1
335Physician Wealth Advisors, Inc.$6.1K1
336DekaBank Deutsche Girozentrale$6.1K1
337DANSKE BANK A/S$5.9K1
338WPG Advisers, LLC$5.6K1
339NEW YORK STATE TEACHERS RETIREMENT SYSTEM$5.6K1
340Private Wealth Management Group, LLC$5.3K1
341Parkside Financial Bank & Trust$4.9K1
342CVA Family Office, LLC$4.8K1
343Keating Financial Advisory Services, Inc.$4.8K1
344INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$4.6K1
345Godfrey Financial Associates, Inc.$4.6K1
346CANADA LIFE ASSURANCE Co$4.1K1
347TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$3.9K1
348Intentional Wealth Strategies, LLC$3.8K1
349Greenwich Wealth Management LLC$3.7K1
350MANNING & NAPIER ADVISORS LLC$3.7K1
351JFS WEALTH ADVISORS, LLC$3.3K1
352MidFirst Bank$3.3K1
353NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.1K1
354ALGERT GLOBAL LLC$3.0K1
355HRT FINANCIAL LP$3.0K1
356AMALGAMATED BANK$2.9K1
357Sachetta, LLC$2.9K1
358ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$2.8K1
359State of Alaska, Department of Revenue$2.6K1
360Prestige Wealth Management Group LLC$2.1K1
361SJS Investment Consulting Inc.$2.0K1
362Retirement Wealth Solutions LLC$2.0K1
363Basecamp Wealth Advisors LLC$1.8K1
364AMICA MUTUAL INSURANCE CO$1.8K1
365Vestcor Inc$1.7K1
366THRIVENT FINANCIAL FOR LUTHERANS$1.5K1
367Clearstead Advisors, LLC$1.5K1
368Manchester Capital Management LLC$1.4K1
369Jackson, Grant Investment Advisers, Inc.$1.4K1
370Truvestments Capital LLC$1.1K1
371JPL Wealth Management, LLC$8871
372NATIXIS ADVISORS, LLC$8521
373DiNuzzo Private Wealth, Inc.$7691
374Advocate Investing Services LLC$7681
375PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$5561
376FINANCIAL CONSULATE, INC$5321
377Larson Financial Group LLC$4141
378HM PAYSON & CO$2961
379HFM Investment Advisors, LLC$2961
380KBC Group NV$2331
381DELTA CAPITAL MANAGEMENT LLC$2001
382SHP Wealth Management$1771
383Harvest Fund Management Co., Ltd$1481
384Vermillion Wealth Management, Inc.$1181
385Employees Retirement System of Texas$631
386HARBOR CAPITAL ADVISORS, INC.$511
387Capital Advisors, Ltd. LLC$501
388Avion Wealth$01
389VANGUARD GROUP INC$01
390BAILARD, INC.$01
391TEACHER RETIREMENT SYSTEM OF TEXAS$01
392HARBOUR INVESTMENTS, INC.$01
393Brandywine Global Investment Management, LLC$01
394COMERICA BANK$01
395CONNABLE OFFICE INC$01
396MACKENZIE FINANCIAL CORP$01
397BURNEY CO/$01
398VIRGINIA RETIREMENT SYSTEMS ET Al$01
399LSV ASSET MANAGEMENT$01
400CIBC WORLD MARKETS CORP$01
401CSS LLC/IL$01
402DENALI ADVISORS LLC$01
403ADAGE CAPITAL PARTNERS GP, L.L.C.$01
404JUPITER ASSET MANAGEMENT LTD$01
405NORDEA INVESTMENT MANAGEMENT AB$01
406CANADA PENSION PLAN INVESTMENT BOARD$01
407CIBC Private Wealth Group LLC$01
408Magnetar Financial LLC$01
409Liberty Capital Management, Inc.$01
410NORGES BANK$01
411PRELUDE CAPITAL MANAGEMENT, LLC$01
412CIBC WORLD MARKET INC.$01
413TWO SIGMA ADVISERS, LP$01
414Quantbot Technologies LP$01
415Tower Research Capital LLC (TRC)$01
416Edgestream Partners, L.P.$01
417Headlands Technologies LLC$01
418Penserra Capital Management LLC$01
419Solas Capital Management, LLC$01
420Boussard & Gavaudan Investment Management LLP$01
421Engineers Gate Manager LP$01
422Centiva Capital, LP$01
423ExodusPoint Capital Management, LP$01
424Global Retirement Partners, LLC$01
425OCCUDO QUANTITATIVE STRATEGIES LP$01
426Navalign, LLC$01
427CenterBook Partners LP$01
428AlphaQuest LLC$01
429Atlantic Private Wealth, LLC$01
430SageView Advisory Group, LLC$01
431AXQ CAPITAL, LP$01
432Dunhill Financial, LLC$01
433Ballast Asset Management, LP$01
434NEOS Investment Management LLC$01
435AVISO WEALTH MANAGEMENT$01
436SummitTX Capital, L.P.$01
437Curat Global, LLC$01
438Limestone Investment Advisors LP$01
439Sunrise Financial Services, LLC$01
Truncated by Public Filings. The published aggregate ranks the top 439 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 TEX

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for TEX · financials and macro

Financials — as filed PLANNED

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