Public record / Tickers / THC

THC — TENET HEALTHCARE CORP

Both disclosure regimes on one name: who in Congress filed about THC, 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
9
all PTR rows naming THC
Members · 12m
1
1 buys · 3 sells · by trade date
Latest PTR
05-27
filed 2026-05-27
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

Jonathan L. Jackson · $15.0K–$50.0K

Sale · traded 2026-04-20 → filed 2026-05-27. Ranked over every THC row by the provable lower bound, never a point estimate.

1 member · 1 buys / 3 sells

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

2 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

7 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. 7 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING THC · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning THC
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-05-27Jonathan L. Jackson D–IL-1Sale · JT (jointly owned)Traded 04-20 +37d$15K–$50K
2026-05-27Jonathan L. Jackson D–IL-1Sale · SP (spouse-owned)Traded 04-15 +42d$1K–$15K
2026-03-12Jonathan L. Jackson D–IL-1Sale · partial · SP (partial sale, spouse-owned)Traded 02-11 +29d$1K–$15K
2026-01-08Jonathan L. Jackson D–IL-1Purchase · JT (jointly owned)Traded 2025-12-10 +29d$15K–$50K
2025-10-15Jonathan L. Jackson D–IL-1Purchase · SP (spouse-owned)Traded 09-03 +42d$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 9 ↗

Members active in THC

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing THC 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.
Jonathan L. Jackson D–IL-14−$65.0K to $33.0K2

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

Congress ↔ notable managers · THC

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 · TENET HEALTHCARE CORP

Merged timeline of congressional filings and notable-manager moves on THC
DateWhoChangeSize
2026-05-15Lone Pine Capital 13Fadd+471,391 sh
2026-05-15Gotham Asset Management 13Fadd+35,507 sh
2026-05-15Glenview Capital 13Ftrim−458,899 sh
2026-05-15Bridgewater Associates 13Ftrim−10,576 sh
2026-05-14Caxton Associates 13Fadd+723 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

Top institutional holders of THC for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.6B1
2FMR LLC$1.5B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$815M1
4VANGUARD CAPITAL MANAGEMENT LLC$738M1
5Boston Partners$724M1
6STATE STREET CORP$513M1
7WELLINGTON MANAGEMENT GROUP LLP$443M1
8LONE PINE CAPITAL LLC$426M1
9GEODE CAPITAL MANAGEMENT, LLC$364M1
10Invesco Ltd.$337M1
11GLENVIEW CAPITAL MANAGEMENT, LLC$288M1
12AQR CAPITAL MANAGEMENT LLC$272M1
13DIMENSIONAL FUND ADVISORS LP$227M1
14MORGAN STANLEY$150M1
15EMINENCE CAPITAL, LP$149M1
16NORTHERN TRUST CORP$148M1
17BANK OF AMERICA CORP /DE/$146M1
18Allianz Asset Management GmbH$145M1
19ALLIANCEBERNSTEIN L.P.$139M1
20ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$127M1
21Qube Research & Technologies Ltd$123M1
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC$123M1
23VANGUARD FIDUCIARY TRUST CO$103M1
24Capital World Investors$92.8M1
25Nuveen, LLC$90.6M1
26RAYMOND JAMES FINANCIAL INC$86.4M1
27FARALLON CAPITAL MANAGEMENT, L.L.C.$85.3M1
28CITADEL ADVISORS LLC$79.0M1
29FRANKLIN RESOURCES INC$78.2M1
30PFM Health Sciences, LP$75.2M1
31MILLENNIUM MANAGEMENT LLC$68.8M1
32UBS Group AG$63.5M1
33CITIGROUP INC$62.8M1
34BW Gestao de Investimentos Ltda.$60.5M1
35Allspring Global Investments Holdings, LLC$55.1M1
36Empowered Funds, LLC$53.7M1
37SEI INVESTMENTS CO$53.5M1
38D. E. Shaw & Co., Inc.$49.1M1
39HSBC HOLDINGS PLC$48.2M1
40WELLS FARGO & COMPANY/MN$47.1M1
41ENVESTNET ASSET MANAGEMENT INC$46.7M1
42Clearbridge Investments, LLC$46.0M1
43FIRST TRUST ADVISORS LP$45.3M1
44UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$41.8M1
45Candriam S.C.A.$38.1M1
46PRINCIPAL FINANCIAL GROUP INC$37.0M1
47PANAGORA ASSET MANAGEMENT INC$35.7M1
48Meridiem Capital Partners LP$34.1M1
49Swiss National Bank$32.8M1
50Retirement Systems of Alabama$31.7M1
51DEUTSCHE BANK AG\$29.0M1
52Swedbank AB$27.9M1
53Cerity Partners LLC$27.9M1
54Gotham Asset Management, LLC$27.4M1
55CAPITOLIS LIQUID GLOBAL MARKETS LLC$27.0M1
56JANE STREET GROUP, LLC$26.6M1
57LAZARD ASSET MANAGEMENT LLC$24.9M1
58HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$24.1M1
59VOLORIDGE INVESTMENT MANAGEMENT, LLC$24.0M1
60TD ASSET MANAGEMENT INC$23.6M1
61Pentwater Capital Management LP$23.6M1
62Rock Springs Capital Management LP$23.6M1
63Assenagon Asset Management S.A.$23.3M1
64Legal & General Group Plc$23.0M1
65Quantinno Capital Management LP$22.9M1
66LPL Financial LLC$22.0M1
67BNP Paribas Asset Management Holding S.A.$21.3M1
68IEQ CAPITAL, LLC$21.1M1
69Freestone Grove Partners LP$19.7M1
70PRUDENTIAL FINANCIAL INC$19.2M1
71WCM INVESTMENT MANAGEMENT, LLC$17.8M1
72MANUFACTURERS LIFE INSURANCE COMPANY, THE$17.8M1
73RBF Capital, LLC$17.6M1
74ADAGE CAPITAL PARTNERS GP, L.L.C.$17.4M1
75VOYA INVESTMENT MANAGEMENT LLC$17.2M1
76GDS Wealth Management$16.5M1
77NOMURA HOLDINGS INC$16.3M1
78HANCOCK WHITNEY CORP$15.7M1
79VANGUARD ASSET MANAGEMENT, Ltd$14.9M1
80STATE OF WISCONSIN INVESTMENT BOARD$14.7M1
81Amundi$13.5M1
82NORDEA INVESTMENT MANAGEMENT AB$13.4M1
83STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$13.1M1
84Y-Intercept (Hong Kong) Ltd$12.0M1
85Huber Capital Management LLC$11.9M1
86Engineers Gate Manager LP$11.6M1
87INTECH INVESTMENT MANAGEMENT LLC$11.6M1
88MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$11.2M1
89ROYAL BANK OF CANADA$10.9M1
90PRIVATE MANAGEMENT GROUP INC$10.9M1
91CWM, LLC$10.7M1
92O'SHAUGHNESSY ASSET MANAGEMENT, LLC$10.4M1
93Rhenman & Partners Asset Management AB$10.2M1
94MERCER GLOBAL ADVISORS INC /ADV$10.0M1
95Leith Wheeler Investment Counsel Ltd.$9.9M1
96THORNBURG INVESTMENT MANAGEMENT INC$9.8M1
97Mariner, LLC$9.8M1
98Trexquant Investment LP$9.6M1
99BRANT POINT INVESTMENT MANAGEMENT LLC$9.5M1
100Parkman Healthcare Partners LLC$9.5M1
101Man Group plc$9.2M1
102Universal- Beteiligungs- und Servicegesellschaft mbH$9.2M1
103Cambria Investment Management, L.P.$8.9M1
104FIFTH THIRD BANCORP$8.6M1
105MetLife Investment Management, LLC$8.2M1
106Livforsakringsbolaget Skandia, Omsesidigt$8.1M1
107Cetera Investment Advisers$8.1M1
108Vanguard Global Advisers, LLC$7.7M1
109TWO SIGMA INVESTMENTS, LP$7.6M1
110Janus Henderson Group Ltd.$7.5M1
111DnB Asset Management AS$7.3M1
112OPPENHEIMER ASSET MANAGEMENT INC.$7.3M1
113Bellevue Group AG$7.2M1
114SIRIOS CAPITAL MANAGEMENT L P$7.1M1
115CastleKnight Management LP$6.8M1
116NEW YORK STATE COMMON RETIREMENT FUND$6.7M1
117STIFEL FINANCIAL CORP$6.7M1
118Zurcher Kantonalbank (Zurich Cantonalbank)$6.7M1
119Oak Thistle LLC$6.3M1
120WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6.1M1
121Amitell Capital Pte Ltd$6.1M1
122TWINBEECH CAPITAL LP$5.6M1
123Eversept Partners, LP$5.6M1
124State of New Jersey Common Pension Fund D$5.5M1
125Transamerica Financial Advisors, LLC$5.5M1
126TEACHER RETIREMENT SYSTEM OF TEXAS$5.2M1
127Explore Capital Management, LLC$5.2M1
128Schonfeld Strategic Advisors LLC$5.1M1
129ExodusPoint Capital Management, LP$5.0M1
130Creative Planning$4.9M1
131VISTA INVESTMENT PARTNERS LLC$4.9M1
132Verition Fund Management LLC$4.8M1
133B. Metzler seel. Sohn & Co. AG$4.6M1
134Arizona State Retirement System$4.6M1
135MACKENZIE FINANCIAL CORP$4.5M1
136KLP KAPITALFORVALTNING AS$4.3M1
137COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.2M1
138Vanguard Investments Australia, Ltd.$4.1M1
139Kestra Investment Management, LLC$4.1M1
140NOMURA ASSET MANAGEMENT CO LTD$4.0M1
141TD Waterhouse Canada Inc.$4.0M1
142Wakefield Asset Management LLLP$3.9M1
143Aberdeen Group plc$3.9M1
144DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$3.9M1
145XTX Topco Ltd$3.8M1
146BECK CAPITAL MANAGEMENT, LLC$3.8M1
147Pathstone Holdings, LLC$3.8M1
148NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$3.7M1
149BANK OF MONTREAL /CAN/$3.5M1
150Bridgewater Associates, LP$3.5M1
151Federation des caisses Desjardins du Quebec$3.4M1
152OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.4M1
153AMERICAN CENTURY COMPANIES INC$3.4M1
154Hedeker Wealth, LLC$3.3M1
155Talon Private Wealth, LLC$3.2M1
156Brevan Howard Capital Management LP$3.2M1
157RITHOLTZ WEALTH MANAGEMENT$3.2M1
158New Age Alpha Advisors, LLC$3.2M1
159Cinctive Capital Management LP$3.2M1
160Holocene Advisors, LP$3.1M1
161Thrive Capital Management, LLC$3.0M1
162Focus Partners Wealth$3.0M1
163Brookstone Capital Management$3.0M1
164SIGNET FINANCIAL MANAGEMENT, LLC$2.8M1
165NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$2.8M1
166Summit Financial, LLC$2.8M1
167VISTA INVESTMENT PARTNERS II, LLC$2.8M1
168DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$2.8M1
169Pictet Asset Management Holding SA$2.7M1
170TRUIST FINANCIAL CORP$2.6M1
171HighTower Advisors, LLC$2.6M1
172OSAIC HOLDINGS, INC.$2.5M1
173&PARTNERS$2.5M1
174Tidal Investments LLC$2.5M1
175Allworth Financial LP$2.5M1
176Crossmark Global Holdings, Inc.$2.4M1
177Jefferies Financial Group Inc.$2.3M1
178Sanctuary Advisors, LLC$2.2M1
179Elo Mutual Pension Insurance Co$2.2M1
180Atria Investments, Inc$2.2M1
181MML INVESTORS SERVICES, LLC$2.2M1
182Rockefeller Capital Management L.P.$2.2M1
183Vanguard Personalized Indexing Management, LLC$2.1M1
184CIBC WORLD MARKET INC.$2.1M1
185Alamar Capital Management, LLC$2.1M1
186GUGGENHEIM CAPITAL LLC$2.1M1
187Merit Financial Group, LLC$2.0M1
188XPONANCE LLC$2.0M1
189M&T BANK CORP$2.0M1
190QRG CAPITAL MANAGEMENT, INC.$1.9M1
191Clear Harbor Asset Management, LLC$1.9M1
192Voleon Capital Management LP$1.8M1
193BRIDGEWAY CAPITAL MANAGEMENT, LLC$1.8M1
194Summit Trail Advisors, LLC$1.8M1
195Envestnet Portfolio Solutions, Inc.$1.7M1
196QUADRANT CAPITAL GROUP LLC$1.6M1
197Live Oak Investment Partners$1.6M1
198PFA Pension, Forsikringsaktieselskab$1.5M1
199FEDERATED HERMES, INC.$1.5M1
200US BANCORP \DE\$1.5M1
201FIRST CITIZENS BANK & TRUST CO$1.5M1
202JACOBS LEVY EQUITY MANAGEMENT, INC$1.5M1
203Corient Private Wealth LLC$1.4M1
204CSS LLC/IL$1.4M1
205Integrated Quantitative Investments LLC$1.4M1
206AIA Group Ltd$1.4M1
207EVOLVE PRIVATE WEALTH, LLC$1.4M1
208Advisors Asset Management, Inc.$1.4M1
209Focus Partners Advisor Solutions, LLC$1.3M1
210Swiss Life Asset Management Ltd$1.3M1
211NICOLET BANKSHARES INC$1.3M1
212Caprock Group, LLC$1.2M1
213Concurrent Investment Advisors, LLC$1.2M1
214SECURIAN ASSET MANAGEMENT, INC$1.2M1
215Gibbs Wealth Management$1.2M1
216Davidson Capital Management Inc.$1.2M1
217LECAP ASSET MANAGEMENT LTD$1.2M1
218Ethic Inc.$1.2M1
219SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.2M1
220NewEdge Advisors, LLC$1.2M1
221Taproot Management LP$1.1M1
222ASSETMARK, INC$1.1M1
223VestGen Investment Management$1.1M1
224SEARLE & CO.$1.0M1
225First Eagle Investment Management, LLC$1.0M1
226Ensign Peak Advisors, Inc$1.0M1
227BOOTHBAY FUND MANAGEMENT, LLC$1.0M1
228Portside Wealth Group, LLC$999K1
229Oliver Luxxe Assets LLC$976K1
230RENAISSANCE GROUP LLC$968K1
231Brooklyn Investment Group$928K1
232COMMONWEALTH EQUITY SERVICES, LLC$928K1
233Utah Retirement Systems$876K1
234Savant Capital, LLC$866K1
235CIBC Bancorp USA Inc.$860K1
236WINNACLE WEALTH LLC$840K1
237Maryland State Retirement & Pension System$839K1
238Pallas Capital Advisors LLC$833K1
239EVERGREEN CAPITAL MANAGEMENT LLC$809K1
240NATIXIS$802K1
241Financial Strategies Group, Inc.$786K1
242UNITED CAPITAL FINANCIAL ADVISORS, LLC$784K1
243Waverly Advisors, LLC$778K1
244Kendall Capital Management$746K1
245Bull Harbor Capital LLC$720K1
246COLDSTREAM CAPITAL MANAGEMENT INC$719K1
247NORDEN GROUP LLC$713K1
248Groupe la Francaise$712K1
249Quadcap Wealth Management, LLC$691K1
250Diversified Trust Co$691K1
251INDEPENDENT FINANCIAL GROUP, LLC$674K1
252CREDIT AGRICOLE S A$668K1
253ProShare Advisors LLC$665K1
254CAXTON ASSOCIATES LLP$648K1
255EP Wealth Advisors, LLC$642K1
256VARCOV Co.$637K1
257TWO SIGMA SECURITIES, LLC$633K1
258Sigma Planning Corp$633K1
259EXCHANGE TRADED CONCEPTS, LLC$627K1
260B. Riley Wealth Advisors, Inc.$619K1
261DIVERSIFY WEALTH MANAGEMENT, LLC$614K1
262Krilogy Financial LLC$605K1
263Vise Technologies, Inc.$604K1
264BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$599K1
265B.O.S.S. Retirement Advisors, LLC$597K1
266Apella Capital, LLC$585K1
267Qtron Investments LLC$581K1
268Tower Research Capital LLC (TRC)$569K1
269CIBC Asset Management Inc$556K1
270SHELTON CAPITAL MANAGEMENT$544K1
271Qsemble Capital Management, LP$540K1
272Centiva Capital, LP$534K1
273MGO ONE SEVEN LLC$513K1
274denkapparat Operations GmbH$510K1
275Compound Planning, Inc.$501K1
276ELEVATION POINT WEALTH PARTNERS, LLC$497K1
277VestGen Advisors, LLC$484K1
278North Dakota State Investment Board$480K1
279Orion Porfolio Solutions, LLC$480K1
280Ashton Thomas Private Wealth, LLC$477K1
281Optas, LLC$471K1
282Snowden Capital Advisors LLC$471K1
283MOKAN Wealth Management Inc.$471K1
284Indivisible Partners$470K1
285Inscription Capital, LLC$463K1
286Saranac Partners Ltd$462K1
287JOHNSON INVESTMENT COUNSEL INC$461K1
288Arista Wealth Management, LLC$456K1
289HARRIS ASSOCIATES L P$453K1
290CHOREO, LLC$449K1
291NorthCrest Asset Manangement, LLC$449K1
292Curi Capital, LLC$445K1
293Wedmont Private Capital$442K1
294Polymer Capital Management (US) LLC$440K1
295SteelPeak Wealth, LLC$440K1
296World Investment Advisors$439K1
297State of Wyoming$435K1
298180 WEALTH ADVISORS, LLC$433K1
299Alta Wealth Advisors LLC$432K1
300NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$430K1
301Lido Advisors, LLC$427K1
302Signal Advisors Wealth, LLC$425K1
303Watershed Asset Management, L.L.C.$422K1
304Chicago Partners Investment Group LLC$421K1
305HB Wealth Management, LLC$420K1
306MOSELEY INVESTMENT MANAGEMENT INC$417K1
307PROFUND ADVISORS LLC$415K1
308ALPS ADVISORS INC$411K1
309Vident Advisory, LLC$411K1
310Callan Family Office, LLC$405K1
311SPIREPOINT PRIVATE CLIENT, LLC$400K1
312BIP Wealth, LLC$399K1
313Freestone Capital Holdings, LLC$386K1
314Steward Partners Investment Advisory, LLC$385K1
315Meiji Yasuda Asset Management Co Ltd.$383K1
316Knollwood Investment Advisory, LLC$378K1
317SAGESPRING WEALTH PARTNERS, LLC$377K1
318Baker Ellis Asset Management LLC$377K1
319WADDELL & ASSOCIATES, LLC$375K1
320Prestige Wealth Management Group LLC$372K1
321Bridgefront Capital, LLC$369K1
322FULTON BANK, N.A.$367K1
323Brown Miller Wealth Management, LLC$365K1
324AXXCESS WEALTH MANAGEMENT, LLC$365K1
325GATEWAY INVESTMENT ADVISERS LLC$364K1
326Kestra Advisory Services, LLC$364K1
327Whalen Wealth Management Inc.$358K1
328Ausdal Financial Partners, Inc.$342K1
329VIRTUS ADVISERS, LLC$340K1
330JOURNEY STRATEGIC WEALTH LLC$336K1
331Mach-1 Financial Group, LLC$335K1
332GREAT VALLEY ADVISOR GROUP, INC.$331K1
333Baader Bank Aktiengesellschaft$330K1
334PRELUDE CAPITAL MANAGEMENT, LLC$329K1
335Glass Jacobson Investment Advisors llc$328K1
336NATIONAL BANK OF CANADA /FI/$326K1
337Advyzon Investment Management, LLC$321K1
338WINTON GROUP Ltd$321K1
339Aaron Wealth Advisors LLC$315K1
340Dynasty Wealth Management, LLC$313K1
341FLAGSHIP HARBOR ADVISORS, LLC$308K1
342OXFORD ASSET MANAGEMENT LLP$307K1
343Parkway Wealth Management Group, LLC$303K1
344Frec Markets, Inc.$301K1
345BENJAMIN EDWARDS INC$300K1
346Kera Capital Partners, Inc.$297K1
347Dynamic Technology Lab Private Ltd$290K1
348PERSONAL CFO SOLUTIONS, LLC$288K1
349Modern Wealth Management, LLC$287K1
350Private Advisor Group, LLC$285K1
351Claro Advisors Inc.$283K1
352Saba Capital Management, L.P.$283K1
353LVW Advisors, LLC$282K1
354Sequoia Financial Advisors, LLC$282K1
355STRATEGY ASSET MANAGERS LLC$280K1
356PICTON MAHONEY ASSET MANAGEMENT$280K1
357EVOKE WEALTH, LLC$276K1
358Oakmont Advisory Group, LLC$272K1
359Legacy Capital Group California, Inc.$268K1
360Parcion Private Wealth LLC$267K1
361PRINCIPAL SECURITIES, INC.$264K1
362BAM Wealth Management, LLC$264K1
363Oak Harvest Investment Services$262K1
364Advisor OS, LLC$261K1
365waypoint wealth counsel$253K1
366Arax Advisory Partners$252K1
367Graham Capital Management, L.P.$247K1
368Dynamic Advisor Solutions LLC$247K1
369TIEMANN INVESTMENT ADVISORS, LLC$246K1
370PRIMORIS WEALTH ADVISORS, LLC$246K1
371CAPSTONE INVESTMENT ADVISORS, LLC$245K1
372Stonehearth Capital Management, LLC$245K1
373Bank of Marin$243K1
374Caitong International Asset Management Co., Ltd$242K1
375Quarry LP$239K1
376JACKSON THORNTON WEALTH MANAGEMENT, LLC$236K1
377Aptus Capital Advisors, LLC$235K1
378Rafferty Asset Management, LLC$234K1
379Optivise Advisory Services LLC$233K1
380Capula Management Ltd$233K1
381BEESE FULMER INVESTMENT MANAGEMENT, INC.$231K1
382BAKER TILLY WEALTH MANAGEMENT, LLC$230K1
383Congress Park Capital LLC$229K1
384WILLNER & HELLER, LLC$227K1
385UMB Bank, n.a.$227K1
386Eurizon Capital SGR S.p.A.$226K1
387Caerus Investment Advisors, LLC$225K1
388PINNACLE ASSOCIATES LTD$223K1
389CITIZENS FINANCIAL GROUP INC/RI$222K1
390BALYASNY ASSET MANAGEMENT L.P.$219K1
391STEPHENS INC /AR/$218K1
392TOWNSQUARE CAPITAL LLC$217K1
393Clearstead Advisors, LLC$217K1
394Baker Avenue Asset Management, LP$215K1
395SAGE RHINO CAPITAL LLC$215K1
396GenTrust, LLC$213K1
397HUB Investment Partners, LLC$212K1
398Baron Wealth Management LLC$210K1
399Wallace Advisory Group, LLC$208K1
400COMMERCE BANK$205K1
401SIGNATUREFD, LLC$156K1
402Smartleaf Asset Management LLC$137K1
403MAI Capital Management$137K1
404MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$122K1
405Mirae Asset Global Investments Co., Ltd.$121K1
406INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$120K1
407Aquatic Capital Management LLC$119K1
408True Wealth Design, LLC$105K1
409STEPH & CO$94.9K1
410GeoWealth Management, LLC$89.4K1
411BFSG, LLC$72.7K1
412THRIVENT FINANCIAL FOR LUTHERANS$70.9K1
413Mitsubishi UFJ Asset Management Co., Ltd.$63.4K1
414Reyes Financial Architecture, Inc.$62.1K1
415MACQUARIE GROUP LTD$61.1K1
416OP Asset Management Ltd$48.9K1
417Financial Network Wealth Advisors LLC$44.7K1
418N.E.W. Advisory Services LLC$42.8K1
419Parkside Financial Bank & Trust$41.3K1
420Bank of New Hampshire$40.4K1
421SALEM INVESTMENT COUNSELORS INC$37.7K1
422Larson Financial Group LLC$37.4K1
423SJS Investment Consulting Inc.$35.5K1
424Blue Trust, Inc.$32.6K1
425Triumph Capital Management$23.6K1
426CVA Family Office, LLC$23.2K1
427Caitlin John, LLC$23.0K1
428Kemnay Advisory Services Inc.$22.1K1
429Crewe Advisors LLC$21.7K1
430Pinnacle Wealth Planning Services, Inc.$20.6K1
431MEEDER ASSET MANAGEMENT INC$20.0K1
432Glen Eagle Advisors, LLC$18.9K1
433JFS WEALTH ADVISORS, LLC$17.4K1
434CHILTON CAPITAL MANAGEMENT LLC$17.0K1
435NEW YORK STATE TEACHERS RETIREMENT SYSTEM$16.5K1
436Walleye Capital LLC$16.4K1
437Spire Wealth Management$16.2K1
438Bell Investment Advisors, Inc$15.3K1
439ALGERT GLOBAL LLC$14.7K1
440Treasurer of the State of North Carolina$14.2K1
441EFG International AG$14.2K1
442Dogwood Wealth Management LLC$14.0K1
443TOMPKINS FINANCIAL CORP$13.8K1
444WPG Advisers, LLC$12.6K1
445Owl Creek Wealth Partners LLC$12.3K1
446ENTRUST FINANCIAL LLC$12.1K1
447Curat Global, LLC$11.9K1
448Private Wealth Management Group, LLC$10.8K1
449CANADA LIFE ASSURANCE Co$9.6K1
450KBC Group NV$9.5K1
451Pinnacle Bancorp, Inc.$8.9K1
452South Dakota Investment Council$8.5K1
453ELEVATION WEALTH PARTNERS, LLC$8.1K1
454Intentional Wealth Strategies, LLC$7.7K1
455ALERUS FINANCIAL NA$7.2K1
456TD Capital Management LLC$7.2K1
457Clearstead Trust, LLC$7.2K1
458State of Alaska, Department of Revenue$6.4K1
459Physician Wealth Advisors, Inc.$5.9K1
460EVOLUTION WEALTH MANAGEMENT INC.$5.7K1
461Rialto Wealth Management, LLC$4.3K1
462MATHER GROUP, LLC.$4.3K1
463Retirement Wealth Solutions LLC$4.2K1
464COUNTRY TRUST BANK$4.0K1
465Sivik Global Healthcare LLC$3.8K1
466MCGUIRE CAPITAL ADVISORS INC$3.8K1
467Leonteq Securities AG$3.4K1
468DiNuzzo Private Wealth, Inc.$3.4K1
469Raleigh Capital Management Inc.$3.2K1
470Signature Equity Partners, LLC$3.0K1
471Vestcor Inc$2.9K1
472Basecamp Wealth Advisors LLC$2.8K1
473Cromwell Holdings LLC$2.6K1
474Sachetta, LLC$2.1K1
475IFM Investors Pty Ltd$1.9K1
476Marquette Asset Management, LLC$1.7K1
477Kingdom Financial Group LLC.$1.5K1
478Abound Wealth Management$1.4K1
479Vanguard National Trust Co$1.3K1
480HFM Investment Advisors, LLC$1.3K1
481PITTENGER & ANDERSON INC$1.1K1
482MV CAPITAL MANAGEMENT, INC.$1.1K1
483Vermillion Wealth Management, Inc.$1.1K1
484RMG Wealth Management LLC$9581
485JPL Wealth Management, LLC$9441
486American Capital Advisory, LLC$9441
487King Wealth Management Group$8491
488PARK AVENUE SECURITIES LLC$6851
489Investors Portfolio Services LLC$5911
490DekaBank Deutsche Girozentrale$5811
491VAN ECK ASSOCIATES CORP$5781
492Activest Wealth Management$5661
493Fairman Group, LLC$5661
494CENTRAL TRUST Co$3781
495GHP Investment Advisors, Inc.$3781
496Frazier Financial Advisors, LLC$3781
497Seneschal Advisors, LLC$3781
498USA FINANCIAL FORMULAS$3771
499SHP Wealth Management$3771
500TopTier Wealth Management, LLC$3771
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)1 buy / 3 sell
Congress net ($ bound)−$65.0K to $33.0K
Filers net (actions)not in build
Filers net ($ 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 THC

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for THC · financials and macro

Financials — as filed PLANNED

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