Public record / Tickers / TKO

TKO — TKO Group Holdings, Inc.

Both disclosure regimes on one name: who in Congress filed about TKO, 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
3
all PTR rows naming TKO
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
12-15
filed 2025-12-15
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

Gilbert Ray Cisneros, Jr. · $1.0K–$15.0K

Purchase · traded 2025-11-26 → filed 2025-12-15. Ranked over every TKO row by the provable lower bound, never a point estimate.

1 member · 1 buys / 0 sells

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

1 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. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING TKO · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning TKO
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 11-26 +19d$1K–$15K
2024-09-06John James R–MI-10SaleTraded 09-04 +2d$1K–$15K
2024-09-02John James R–MI-10PurchaseTraded 2023-11-10 LATE·297d$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 3 ↗

Members active in TKO

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing TKO 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.
Gilbert Ray Cisneros, Jr. D–CA-311$1.0K to $15.0K2

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

Congress ↔ notable managers · TKO

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 $15.2M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · TKO GROUP HOLDINGS INC

Merged timeline of congressional filings and notable-manager moves on TKO
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+8,489 sh
2026-05-15Soros Fund Management 13Ftrim−31,341 sh
2026-05-15Bridgewater Associates 13Fexit−13,198 sh

3 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 TKO for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1STATE STREET CORP$1.3B1
2BlackRock, Inc.$1.1B1
3MORGAN STANLEY$1.1B1
4VANGUARD CAPITAL MANAGEMENT LLC$842M1
5MASSACHUSETTS FINANCIAL SERVICES CO /MA/$718M1
6VANGUARD PORTFOLIO MANAGEMENT LLC$624M1
7Lindsell Train Ltd$494M1
8GEODE CAPITAL MANAGEMENT, LLC$398M1
9XN LP$382M1
10Invesco Ltd.$319M1
11UBS Group AG$312M1
12BANK OF AMERICA CORP /DE/$281M1
13DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP$272M1
14Clearbridge Investments, LLC$260M1
15Vontobel Holding Ltd.$229M1
16AMERICAN CENTURY COMPANIES INC$199M1
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC$141M1
18Allspring Global Investments Holdings, LLC$136M1
19Munro Partners$123M1
20SOROS FUND MANAGEMENT LLC$122M1
21TREMBLANT CAPITAL GROUP$121M1
22TD ASSET MANAGEMENT INC$119M1
23NORTHERN TRUST CORP$116M1
24GILDER GAGNON HOWE & CO LLC$114M1
25RAYMOND JAMES FINANCIAL INC$103M1
26CITADEL ADVISORS LLC$96.8M1
27MACKENZIE FINANCIAL CORP$95.6M1
28Independent Franchise Partners LLP$92.3M1
29FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$89.0M1
30FMR LLC$86.7M1
31Gates Capital Management, Inc.$86.3M1
32HAWK RIDGE CAPITAL MANAGEMENT LP$83.4M1
33Annex Advisory Services, LLC$83.3M1
34Woodline Partners LP$82.5M1
35Bank of New York Mellon Corp$79.5M1
36ALLIANCEBERNSTEIN L.P.$78.4M1
37VANGUARD FIDUCIARY TRUST CO$75.4M1
38Epoch Investment Partners, Inc.$74.8M1
39WELLS FARGO & COMPANY/MN$71.3M1
40CI INVESTMENTS INC.$70.6M1
41PRINCIPAL FINANCIAL GROUP INC$65.9M1
42CAT ROCK CAPITAL MANAGEMENT LP$61.8M1
43DIMENSIONAL FUND ADVISORS LP$61.7M1
44ENVESTNET ASSET MANAGEMENT INC$49.3M1
45CITIGROUP INC$38.0M1
46Nuveen, LLC$37.5M1
47Valiant Capital Management, L.P.$36.3M1
48UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$36.2M1
49DigitalBridge Group, Inc.$35.2M1
50DAVENPORT & Co LLC$32.2M1
51DEUTSCHE BANK AG\$29.8M1
52Vanguard Global Advisers, LLC$28.4M1
53Baird Financial Group, Inc.$28.0M1
54Perpetual Ltd$27.7M1
55Swiss National Bank$26.8M1
56MARSICO CAPITAL MANAGEMENT LLC$25.8M1
57ROYAL BANK OF CANADA$25.3M1
58Northern Right Capital Management, L.P.$23.8M1
59BARLOW WEALTH PARTNERS, LLC$23.6M1
60SEI INVESTMENTS CO$23.2M1
61Ceredex Value Advisors LLC$23.1M1
62CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$23.0M1
63LPL Financial LLC$22.6M1
64Legal & General Group Plc$22.0M1
65Aristotle Capital Boston, LLC$21.7M1
66OSAIC HOLDINGS, INC.$19.7M1
67Sycale Advisors (NY) LLC$16.3M1
68Mitsubishi UFJ Asset Management Co., Ltd.$16.2M1
69Sumitomo Mitsui DS Asset Management Company, Ltd$16.0M1
70Gotham Asset Management, LLC$15.2M1
71DOCK STREET ASSET MANAGEMENT INC$14.9M1
72Marathon Partners Equity Management, LLC$14.7M1
73STATE OF WISCONSIN INVESTMENT BOARD$14.7M1
74CIBC Bancorp USA Inc.$14.1M1
75HSBC HOLDINGS PLC$13.9M1
76CenterBook Partners LP$13.5M1
77NOMURA ASSET MANAGEMENT CO LTD$12.9M1
78Quantinno Capital Management LP$12.9M1
79SUSQUEHANNA INTERNATIONAL GROUP, LLP$12.9M1
80FIRST TRUST ADVISORS LP$12.3M1
81VANGUARD ASSET MANAGEMENT, Ltd$12.1M1
82Triavera Capital LLC$12.0M1
83Cornerstone Advisors, LLC$12.0M1
84ADAGE CAPITAL PARTNERS GP, L.L.C.$11.9M1
85STIFEL FINANCIAL CORP$11.4M1
86STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$11.2M1
87PINNACLE ASSOCIATES LTD$10.9M1
88Islander Capital Partners, L.P.$10.1M1
89BOOTHBAY FUND MANAGEMENT, LLC$9.4M1
90PALISADE CAPITAL MANAGEMENT, LP$9.4M1
91COMMERCE BANK$8.3M1
92MANUFACTURERS LIFE INSURANCE COMPANY, THE$8.2M1
93NEW YORK STATE COMMON RETIREMENT FUND$7.6M1
94OPPENHEIMER ASSET MANAGEMENT INC.$7.3M1
95BANK OF MONTREAL /CAN/$7.1M1
96Chevy Chase Trust Holdings, LLC$6.6M1
97Universal- Beteiligungs- und Servicegesellschaft mbH$6.6M1
98SANDLER CAPITAL MANAGEMENT$6.5M1
99Allianz Asset Management GmbH$6.4M1
100PRUDENTIAL FINANCIAL INC$6.3M1
101Generate Investment Management Ltd$6.3M1
102Janus Henderson Group Ltd.$6.2M1
103Federation des caisses Desjardins du Quebec$6.1M1
104Fortis Capital Management LLC$6.0M1
105CIBC WORLD MARKET INC.$5.6M1
106PANAGORA ASSET MANAGEMENT INC$5.3M1
107Swiss Life Asset Management Ltd$5.2M1
108HighTower Advisors, LLC$5.1M1
109Symmetry Investments LP$5.1M1
110Jefferies Financial Group Inc.$4.9M1
111Amundi$4.9M1
112State of New Jersey Common Pension Fund D$4.7M1
113ASSETMARK, INC$4.7M1
114Cetera Investment Advisers$4.6M1
115TRUIST FINANCIAL CORP$4.6M1
116WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$4.6M1
117Inspire Investing, LLC$4.3M1
118GLOBALT Investments LLC / GA$4.2M1
119Empowered Funds, LLC$4.1M1
120Transamerica Financial Advisors, LLC$4.1M1
121Clayton Partners LLC$4.0M1
122Zurcher Kantonalbank (Zurich Cantonalbank)$4.0M1
123MILLENNIUM MANAGEMENT LLC$3.9M1
124NFJ INVESTMENT GROUP, LLC$3.8M1
125PUBLIC SECTOR PENSION INVESTMENT BOARD$3.8M1
126Dakota Wealth Management$3.8M1
127Arizona State Retirement System$3.7M1
128Czech National Bank$3.6M1
129Vestmark Advisory Solutions, Inc.$3.5M1
130NewEdge Wealth, LLC$3.5M1
131STATE OF MICHIGAN RETIREMENT SYSTEM$3.5M1
132Roundview Capital LLC$3.5M1
133Walleye Trading LLC$3.5M1
134Silvant Capital Management LLC$3.4M1
135Vanguard Investments Australia, Ltd.$3.4M1
136TWO SIGMA INVESTMENTS, LP$3.3M1
137FIFTH THIRD BANCORP$3.2M1
138JOSH ARNOLD INVESTMENT CONSULTANT, LLC$3.2M1
139Creative Planning$3.1M1
140NATIONAL BANK OF CANADA /FI/$3.1M1
141COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.1M1
142KLP KAPITALFORVALTNING AS$3.1M1
143CIBC Asset Management Inc$3.1M1
144LMR Partners LLP$3.0M1
145WORLDQUANT MILLENNIUM ADVISORS LLC$3.0M1
146Walleye Capital LLC$3.0M1
147TORONTO DOMINION BANK$2.9M1
148Compagnie Lombard Odier SCmA$2.9M1
149Draper Asset Management, LLC$2.8M1
150Retirement Systems of Alabama$2.8M1
151Itau Unibanco Holding S.A.$2.8M1
152VOYA INVESTMENT MANAGEMENT LLC$2.8M1
153Mirae Asset Global Investments Co., Ltd.$2.7M1
154RICE HALL JAMES & ASSOCIATES, LLC$2.7M1
155IMC-Chicago, LLC$2.7M1
156Pictet Asset Management Holding SA$2.7M1
157Triasima Portfolio Management inc.$2.6M1
158MML INVESTORS SERVICES, LLC$2.6M1
159Delta Global Management LP$2.5M1
160Elo Mutual Pension Insurance Co$2.3M1
161GROUP ONE TRADING LLC$2.3M1
162Capital Wealth Planning, LLC$2.3M1
163GUGGENHEIM CAPITAL LLC$2.3M1
164Envestnet Portfolio Solutions, Inc.$2.2M1
165XPONANCE LLC$2.0M1
166ProShare Advisors LLC$2.0M1
167O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.0M1
168O'Keefe Stevens Advisory, Inc.$2.0M1
169RAHLFS CAPITAL, LLC$2.0M1
170Vanguard Personalized Indexing Management, LLC$2.0M1
171BLUE JEAN FINANCIAL LLC$1.9M1
172Pathstone Holdings, LLC$1.9M1
173NISSAY ASSET MANAGEMENT CORP /JAPAN$1.9M1
174Hudson Bay Capital Management LP$1.9M1
175Advisors Asset Management, Inc.$1.8M1
176NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.8M1
177MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.8M1
178NEOS Investment Management LLC$1.8M1
179Stablepoint Partners, LLC$1.8M1
180Ensign Peak Advisors, Inc$1.8M1
181UniSuper Management Pty Ltd$1.8M1
182Corient Private Wealth LLC$1.8M1
183Regal Partners Ltd$1.7M1
184Tidal Investments LLC$1.6M1
185TEACHER RETIREMENT SYSTEM OF TEXAS$1.6M1
186OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.5M1
187INTECH INVESTMENT MANAGEMENT LLC$1.5M1
188&PARTNERS$1.5M1
189SIMON QUICK ADVISORS, LLC$1.5M1
190CHESAPEAKE CAPITAL CORP /IL/$1.4M1
191MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.4M1
192COMMONWEALTH EQUITY SERVICES, LLC$1.4M1
193NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$1.4M1
194AQR CAPITAL MANAGEMENT LLC$1.4M1
195Gerber Kawasaki Wealth & Investment Management$1.3M1
196BigSur Wealth Management LLC$1.3M1
197Atria Investments, Inc$1.2M1
198Sustainable Insight Capital Management, LLC$1.2M1
199Trexquant Investment LP$1.2M1
200ALTFEST L J & CO INC$1.2M1
201DoubleLine ETF Adviser LP$1.2M1
202KESTRA PRIVATE WEALTH SERVICES, LLC$1.1M1
203TOTH FINANCIAL ADVISORY CORP$1.1M1
204KEYBANK NATIONAL ASSOCIATION/OH$1.1M1
205Sanctuary Advisors, LLC$1.1M1
206Daiwa Securities Group Inc.$1.1M1
207Central Pacific Bank - Trust Division$1.1M1
208MRP Capital Investments, LLC$1.1M1
209Stenham Asset Management Ltd$1.1M1
210Man Group plc$1.0M1
211Private Advisor Group, LLC$1.0M1
212Friedenthal Financial$979K1
213DnB Asset Management AS$887K1
214EXCHANGE TRADED CONCEPTS, LLC$885K1
215Krilogy Financial LLC$872K1
216Sidoxia Capital Management, LLC$867K1
217STRATEGY ASSET MANAGERS LLC$853K1
218BANK OF NOVA SCOTIA$847K1
219HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$840K1
220Petix & Botte Co$824K1
221Summit Trail Advisors, LLC$823K1
222FIDUCIARY TRUST CO$820K1
223Resona Asset Management Co.,Ltd.$817K1
224PROFUND ADVISORS LLC$816K1
225MIZUHO SECURITIES USA LLC$808K1
226Rafferty Asset Management, LLC$800K1
227Cerity Partners LLC$798K1
228Norinchukin Bank, The$795K1
229Crossmark Global Holdings, Inc.$795K1
230LRT Capital Management, LLC$781K1
231JANE STREET GROUP, LLC$725K1
232Utah Retirement Systems$711K1
233Aberdeen Group plc$690K1
234Maryland State Retirement & Pension System$674K1
235New Age Alpha Advisors, LLC$657K1
236SAX WEALTH ADVISORS, LLC$653K1
237Brooklyn Investment Group$649K1
238Biltmore Family Office, LLC$648K1
239Snowden Capital Advisors LLC$647K1
240Perigon Wealth Management, LLC$631K1
241PRELUDE CAPITAL MANAGEMENT, LLC$626K1
242ELEVATION POINT WEALTH PARTNERS, LLC$616K1
243MMBG INVESTMENT ADVISORS CO.$606K1
244Independent Advisor Alliance$596K1
245Severin Investments, LLC$591K1
246ASHTON THOMAS SECURITIES, LLC$581K1
247BARINGS LLC$575K1
248Elevate Capital Advisors, LLC$568K1
249OSSIAM$556K1
250MUFG Securities EMEA plc$548K1
251MRA Advisory Group$540K1
252Lido Advisors, LLC$539K1
253QRG CAPITAL MANAGEMENT, INC.$536K1
254HB Wealth Management, LLC$514K1
255ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$511K1
256CAPITAL FINANCIAL GROUP INC\CO\ /ADV$508K1
257WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$507K1
258Advocate Investing Services LLC$504K1
259MERCER GLOBAL ADVISORS INC /ADV$497K1
260Fire Capital Management LLC$496K1
261Asset Management One Co., Ltd.$492K1
262Vise Technologies, Inc.$488K1
263HARMONY ASSET MANAGEMENT LLC$485K1
264Kestra Advisory Services, LLC$483K1
265US BANCORP \DE\$480K1
266Cresset Asset Management, LLC$478K1
267Polymer Capital Management (US) LLC$476K1
268Prosperity Consulting Group, LLC$474K1
269Wealthfront Advisers LLC$469K1
270Eurizon Capital SGR S.p.A.$469K1
271WELLINGTON MANAGEMENT GROUP LLP$463K1
272Everhart Financial Group, Inc.$462K1
273COMPASS CAPITAL CORP /MA/ /ADV$455K1
274Merit Financial Group, LLC$454K1
275M&T BANK CORP$449K1
276Sequoia Financial Advisors, LLC$445K1
277TOCQUEVILLE ASSET MANAGEMENT L.P.$444K1
278STEPHENS INC /AR/$433K1
279UNITED CAPITAL FINANCIAL ADVISORS, LLC$432K1
280COLDSTREAM CAPITAL MANAGEMENT INC$432K1
281Kendall Capital Management$430K1
282NewEdge Advisors, LLC$429K1
283NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$428K1
284PRINCIPAL SECURITIES, INC.$427K1
285Stegent Equity Advisors, Inc.$420K1
286Orion Porfolio Solutions, LLC$419K1
287Brevan Howard Capital Management LP$414K1
288Bannerstone Capital Management, LLC$408K1
289North Dakota State Investment Board$405K1
290Alhambra Investment Management LLC$403K1
291NORDEN GROUP LLC$398K1
292Steward Partners Investment Advisory, LLC$398K1
293ODDO BHF ASSET MANAGEMENT SAS$388K1
294CHOREO, LLC$385K1
295BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$382K1
296PAX Financial Group, LLC$377K1
297Concurrent Investment Advisors, LLC$376K1
298FIRST CITIZENS BANK & TRUST CO$371K1
299Constitution Capital LLC$363K1
300SECURIAN ASSET MANAGEMENT, INC$362K1
301Frank, Rimerman Advisors LLC$358K1
302NOMURA HOLDINGS INC$357K1
303Squarepoint Ops LLC$355K1
304Fortis Group Advisors, LLC$350K1
305State of Wyoming$349K1
306World Investment Advisors$340K1
307Rockefeller Capital Management L.P.$339K1
308Emerald Investment Advisers, LLC$339K1
309Aaron Wealth Advisors LLC$337K1
310GATEWAY INVESTMENT ADVISERS LLC$335K1
311Centric Wealth Management$333K1
312Legacy Wealth Asset Management, LLC$333K1
313OPPENHEIMER & CO INC$328K1
314INTRUST BANK NA$324K1
315Wealth Management Associates, Inc.$320K1
316MACQUARIE GROUP LTD$308K1
317WBI INVESTMENTS, LLC$305K1
318Linden Thomas Advisory Services, LLC$303K1
319Discipline Wealth Solutions, LLC$299K1
320BNP Paribas Asset Management Holding S.A.$298K1
321Parcion Private Wealth LLC$294K1
322Waverly Advisors, LLC$290K1
323Apollon Wealth Management, LLC$285K1
324TRAPHAGEN INVESTMENT ADVISORS LLC$284K1
325Cannell & Spears LLC$283K1
326BALYASNY ASSET MANAGEMENT L.P.$279K1
327Tower Research Capital LLC (TRC)$271K1
328HTG Investment Advisors, Inc.$263K1
329TWO SIGMA SECURITIES, LLC$263K1
330Centiva Capital, LP$263K1
331Sigma Planning Corp$261K1
332Maridea Wealth Management LLC$261K1
333Metis Global Partners, LLC$251K1
334FRANKLIN RESOURCES INC$246K1
335PATTON FUND MANAGEMENT, INC.$246K1
336MOODY ALDRICH PARTNERS LLC$242K1
337DV Trading LLC$242K1
338FOURPATH CAPITAL MANAGEMENT, LLC$225K1
339SAPIENT CAPITAL LLC$225K1
340KG Capital Management$222K1
341MIRABELLA FINANCIAL SERVICES LLP$220K1
342Ascent Group, LLC$219K1
343Vident Advisory, LLC$219K1
344EP Wealth Advisors, LLC$218K1
345U.S. Capital Wealth Advisors, LLC$217K1
346IEQ CAPITAL, LLC$217K1
347Callan Family Office, LLC$215K1
348AVALON CAPITAL MANAGEMENT$212K1
349FOUNDERS FINANCIAL SECURITIES LLC$212K1
350Portfolio Design Labs, LLC$212K1
351GLENMEDE TRUST CO NA$204K1
352CWM, LLC$176K1
353MSA Advisors, LLC$166K1
354QUADRANT CAPITAL GROUP LLC$129K1
355SIGNATUREFD, LLC$120K1
356Allworth Financial LP$111K1
357NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$109K1
358AlphaCentric Advisors LLC$99.0K1
359TEMA ETFS LLC$94.0K1
360Quarry LP$90.7K1
361Migdal Insurance & Financial Holdings Ltd.$84.7K1
362WESTPAC BANKING CORP$81.7K1
363CONTRAVISORY INVESTMENT MANAGEMENT, INC.$79.5K1
364MATHER GROUP, LLC.$76.0K1
365Spire Wealth Management$70.6K1
366Parkside Financial Bank & Trust$70.0K1
367Smartleaf Asset Management LLC$62.2K1
368SUMMIT SECURITIES GROUP LLC$62.1K1
369Granite FO LLC$59.1K1
370FEDERATED HERMES, INC.$57.5K1
371Atlantic Union Bankshares Corp$56.9K1
372MAI Capital Management$52.0K1
373ALERUS FINANCIAL NA$44.2K1
374EASTERN BANK$37.3K1
375N.E.W. Advisory Services LLC$35.3K1
376Arax Advisory Partners$33.2K1
377EFG International AG$31.5K1
378Pinnacle Wealth Planning Services, Inc.$31.3K1
379Wilmington Savings Fund Society, FSB$30.2K1
380Bernard Wealth Management Corp.$27.8K1
381UMB Bank, n.a.$24.4K1
382Key FInancial Inc$24.2K1
383Cromwell Holdings LLC$22.8K1
384TD Capital Management LLC$16.4K1
385Owl Creek Wealth Partners LLC$16.1K1
386Bell Investment Advisors, Inc$13.1K1
387BROWN, LISLE/CUMMINGS, INC.$12.9K1
388ARMSTRONG ADVISORY GROUP, INC$12.5K1
389Asset Dedication, LLC$11.5K1
390Larson Financial Group LLC$11.1K1
391CVA Family Office, LLC$10.7K1
392SJS Investment Consulting Inc.$10.5K1
393TOMPKINS FINANCIAL CORP$10.3K1
394Scarborough Advisors, LLC$9.9K1
395Pinnacle Bancorp, Inc.$9.7K1
396JFS WEALTH ADVISORS, LLC$8.9K1
397FARMERS & MERCHANTS INVESTMENTS INC$8.7K1
398WEBSTER BANK, N. A.$8.3K1
399NEW YORK STATE TEACHERS RETIREMENT SYSTEM$7.9K1
400WPG Advisers, LLC$7.7K1
401Leonteq Securities AG$6.9K1
402HighMark Wealth Management LLC$6.7K1
403Treasurer of the State of North Carolina$5.7K1
404ELEVATION WEALTH PARTNERS, LLC$5.6K1
405MCGUIRE CAPITAL ADVISORS INC$5.4K1
406HOEY INVESTMENTS, INC$5.2K1
407Kilter Group LLC$5.2K1
408CALDWELL SUTTER CAPITAL, INC.$5.0K1
409Kemnay Advisory Services Inc.$5.0K1
410Blue Trust, Inc.$5.0K1
411KBC Group NV$5.0K1
412Legacy Wealth Managment, LLC/ID$4.8K1
413Geneos Wealth Management Inc.$4.6K1
414AMERIFLEX GROUP, INC.$4.6K1
415Clearstead Trust, LLC$4.4K1
416TD Waterhouse Canada Inc.$4.0K1
417Focused Wealth Management, Inc$3.8K1
418PARK AVENUE SECURITIES LLC$3.4K1
419Clearstead Advisors, LLC$3.0K1
420Rachor Investment Advisory Services, LLC$3.0K1
421Prestige Wealth Management Group LLC$2.8K1
422Global Trust Asset Management, LLC$2.6K1
423ALGERT GLOBAL LLC$2.6K1
424Marquette Asset Management, LLC$2.4K1
425Private Wealth Management Group, LLC$2.4K1
426Virtu Financial LLC$2.2K1
427Sachetta, LLC$2.2K1
428Annis Gardner Whiting Capital Advisors, LLC$2.0K1
429Physician Wealth Advisors, Inc.$1.8K1
430Retirement Wealth Solutions LLC$1.8K1
431DiNuzzo Private Wealth, Inc.$1.6K1
432GODSEY & GIBB, INC$1.4K1
433Crewe Advisors LLC$1.4K1
434Vermillion Wealth Management, Inc.$1.4K1
435Portus Wealth Advisors, LLC$1.4K1
436State of Alaska, Department of Revenue$1.3K1
437Financial Perspectives, Inc$1.2K1
438Investors Portfolio Services LLC$1.0K1
439PROSPERITY BANCSHARES INC$8071
440Acumen Wealth Advisors, LLC$8071
441True Wealth Design, LLC$8071
442INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$8041
443CENTRAL TRUST Co$6051
444South Dakota Investment Council$6051
445American Capital Advisory, LLC$6051
446Synergy Investment Management, LLC$6051
447Wealth Enhancement Trust Services, Inc.$6051
448Clark Wealth Partners$6051
449THRIVENT FINANCIAL FOR LUTHERANS$5061
450Rialto Wealth Management, LLC$4041
451Stone House Investment Management, LLC$4031
452HFM Investment Advisors, LLC$4031
453CAMPBELL CAPITAL MANAGEMENT INC$2021
454MV CAPITAL MANAGEMENT, INC.$2021
455SHP Wealth Management$2021
456TFC Financial Management, Inc.$2021
457Seneschal Advisors, LLC$2021
458Godfrey Financial Associates, Inc.$2021
459Abound Wealth Management$1761
460Harvest Fund Management Co., Ltd$171
461VALLEY NATIONAL ADVISERS INC$51
462Winthrop Capital Management, LLC$21
463Navigoe, LLC$21
464Strategic Wealth Advisors LLC$21
465Capital Advisors, Ltd. LLC$11
466Avion Wealth$11
467Virtus Investment Advisers, LLC$01
468JENNISON ASSOCIATES LLC$01
469VANGUARD GROUP INC$01
470WRIGHT INVESTORS SERVICE INC$01
471DANSKE BANK A/S$01
472HARBOUR INVESTMENTS, INC.$01
473HOWARD HUGHES MEDICAL INSTITUTE$01
474COMERICA BANK$01
475HM PAYSON & CO$01
476BURNEY CO/$01
477OSTERWEIS CAPITAL MANAGEMENT INC$01
478THOMPSON DAVIS & CO., INC.$01
479RENAISSANCE TECHNOLOGIES LLC$01
480GROUPAMA ASSET MANAGMENT$01
481CIBC WORLD MARKETS CORP$01
482TODD ASSET MANAGEMENT LLC$01
483Hilltop Holdings Inc.$01
484CIBC Private Wealth Group LLC$01
485Essex Financial Services, Inc.$01
486Equitable Holdings, Inc.$01
487Bridgewater Associates, LP$01
488NORGES BANK$01
489PEAK6 LLC$01
490Laurion Capital Management LP$01
491GTS SECURITIES LLC$01
492Verition Fund Management LLC$01
493TWO SIGMA ADVISERS, LP$01
494Genus Capital Management Inc.$01
495Twin Tree Management, LP$01
496Alphadyne Asset Management LP$01
497Assenagon Asset Management S.A.$01
498Connor, Clark & Lunn Investment Management Ltd.$01
499Lighthouse Investment Partners, LLC$01
500NorthCoast Asset Management LLC$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)1 buy / 0 sell
Congress net ($ bound)$1.0K to $15.0K
Filers net (actions)not in build
Filers net ($ 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 TKO

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for TKO · financials and macro

Financials — as filed PLANNED

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