Public record / Tickers / TLN

TLN — Talen Energy Corp

Both disclosure regimes on one name: who in Congress filed about TLN, 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 TLN
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
05-15
filed 2017-05-15
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

Keith J. Rothfus · $1.0K–$15.0K

Sale · traded 2016-12-06 → filed 2017-05-15. Ranked over every TLN row by the provable lower bound, never a point estimate.

No member disclosed TLN 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.

3 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

No dated TLN 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 TLN · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning TLN
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2017-05-15Keith J. Rothfus R–PA-12Sale · SP (spouse-owned)Traded 2016-12-06 LATE·160d$1K–$15K
2016-06-15Keith J. Rothfus R–PA-12Exchange · SP (spouse-owned)Traded 2015-06-01 LATE·380d$1K–$15K
2016-05-18Pete Sessions R–TX-17Sale · SP (spouse-owned)Traded 2015-08-26 LATE·266damount unparsed
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 TLN

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

No member disclosed TLN in the trailing 12 months.

Congress ↔ notable managers · TLN

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 · TALEN ENERGY CORP

Merged timeline of congressional filings and notable-manager moves on TLN
DateWhoChangeSize
2026-05-15Lone Pine Capital 13Fadd+525,431 sh
2026-05-15Sachem Head Capital 13Fadd+547,500 sh
2026-05-15Bridgewater Associates 13Fadd+855 sh
2026-05-15Gotham Asset Management 13Ftrim−3,654 sh
2026-05-15Moore Capital Management 13Ftrim−27,889 sh
2026-05-15Glenview Capital 13Fexit−43,761 sh

6 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 TLN for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.3B1
2Rubric Capital Management LP$1.1B1
3MFN Partners Management, LP$958M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$669M1
5VANGUARD CAPITAL MANAGEMENT LLC$653M1
6LONE PINE CAPITAL LLC$580M1
7Sachem Head Capital Management LP$494M1
8REAVES W H & CO INC$482M1
9STATE STREET CORP$429M1
10Invesco Ltd.$308M1
11GEODE CAPITAL MANAGEMENT, LLC$291M1
12MILLENNIUM MANAGEMENT LLC$251M1
13Capital World Investors$247M1
14CARRONADE CAPITAL MANAGEMENT, LP$206M1
15Two Seas Capital LP$185M1
16FMR LLC$174M1
17WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$168M1
18Attestor Capital Ltd$153M1
19AMERICAN CENTURY COMPANIES INC$142M1
20MORGAN STANLEY$130M1
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC$126M1
22YACKTMAN ASSET MANAGEMENT LP$115M1
23Pictet Asset Management Holding SA$107M1
24OAKTREE CAPITAL MANAGEMENT LP$106M1
25Capital Research Global Investors$103M1
26NORTHERN TRUST CORP$102M1
27Deltroit Asset Management (UK) LLP$99.1M1
28UBS Group AG$98.6M1
29Clearbridge Investments, LLC$96.4M1
30Bank of New York Mellon Corp$96.0M1
31VANGUARD FIDUCIARY TRUST CO$90.7M1
32ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$87.8M1
33Bridgewater Associates, LP$84.9M1
34Allspring Global Investments Holdings, LLC$84.5M1
35Glendon Capital Management LP$82.0M1
36VOLORIDGE INVESTMENT MANAGEMENT, LLC$81.0M1
37BROWN ADVISORY INC$79.7M1
38Atalan Capital Partners, LP$73.3M1
39Two Creeks Capital Management, LP$71.8M1
40JENNISON ASSOCIATES LLC$70.4M1
41Blue Grotto Capital, LLC$70.2M1
42Bornite Capital Management LP$66.7M1
43Artemis Investment Management LLP$61.1M1
44MASSACHUSETTS FINANCIAL SERVICES CO /MA/$58.9M1
45SUSQUEHANNA INTERNATIONAL GROUP, LLP$55.0M1
46Squarepoint Ops LLC$51.2M1
47WELLINGTON MANAGEMENT GROUP LLP$50.7M1
48TREMBLANT CAPITAL GROUP$50.3M1
49Assenagon Asset Management S.A.$49.0M1
50VICTORY CAPITAL MANAGEMENT INC$49.0M1
51ROYAL BANK OF CANADA$47.1M1
52BANK OF AMERICA CORP /DE/$46.4M1
53BARCLAYS PLC$44.0M1
54SEI INVESTMENTS CO$44.0M1
55US BANCORP \DE\$42.1M1
56WESTFIELD CAPITAL MANAGEMENT CO LP$42.0M1
57FIL Ltd$41.7M1
58CITADEL ADVISORS LLC$41.6M1
59Holocene Advisors, LP$40.2M1
60DENDUR CAPITAL LP$39.6M1
61GILDER GAGNON HOWE & CO LLC$38.4M1
62Blackstone Inc.$37.5M1
63EVENTIDE ASSET MANAGEMENT, LLC$37.4M1
64RHUMBLINE ADVISERS$37.0M1
65Clearline Capital LP$36.1M1
66DG Capital Management, LLC$35.8M1
67DIMENSIONAL FUND ADVISORS LP$35.1M1
68Charter Oak Advisors LP$35.1M1
69PRINCIPAL FINANCIAL GROUP INC$32.5M1
70BANK OF NOVA SCOTIA$32.4M1
71Engineers Gate Manager LP$29.0M1
72CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$28.5M1
73Nuveen, LLC$27.8M1
74Amundi$27.4M1
75Portolan Capital Management, LLC$26.0M1
76APIS CAPITAL ADVISORS, LLC$25.5M1
77Yaupon Capital Management LP$25.3M1
78Swiss National Bank$24.5M1
79Covalis Capital LLP$24.3M1
80CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$23.8M1
81EXCHANGE TRADED CONCEPTS, LLC$23.0M1
82Value Aligned Research Advisors, LLC$22.3M1
83AMERIPRISE FINANCIAL INC$21.9M1
84Philosophy Capital Management LLC$21.8M1
85LPL Financial LLC$20.9M1
86ALLIANCEBERNSTEIN L.P.$20.8M1
87UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$20.6M1
88GARNET EQUITY CAPITAL HOLDINGS, INC.$20.6M1
89Owl Creek Asset Management, L.P.$20.4M1
90Engle Capital Management, L.P.$20.0M1
91FIRST TRUST ADVISORS LP$19.7M1
92BW Gestao de Investimentos Ltda.$18.8M1
93Legal & General Group Plc$18.7M1
94Man Group plc$18.3M1
95Gotham Asset Management, LLC$18.0M1
96Rokos Capital Management LLP$17.9M1
97Retirement Systems of Alabama$17.9M1
98SELDON CAPITAL LP$17.8M1
99COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$17.5M1
100RAYMOND JAMES FINANCIAL INC$17.4M1
101ENVESTNET ASSET MANAGEMENT INC$17.2M1
102CANADA PENSION PLAN INVESTMENT BOARD$16.9M1
103STIFEL FINANCIAL CORP$16.8M1
104Capital International Investors$16.7M1
105PICTON MAHONEY ASSET MANAGEMENT$15.2M1
106KING STREET CAPITAL MANAGEMENT, L.P.$15.0M1
107National Philanthropic Trust$14.9M1
108OnyxPoint Global Management LP$14.7M1
109CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$14.6M1
110CastleKnight Management LP$14.1M1
111River Road Asset Management, LLC$13.7M1
112THORNBURG INVESTMENT MANAGEMENT INC$13.0M1
113WELLS FARGO & COMPANY/MN$12.9M1
114CLEARFIELD CAPITAL MANAGEMENT LP$12.5M1
115Empowered Funds, LLC$12.2M1
116Clark Capital Management Group, Inc.$12.0M1
117STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$11.8M1
118Fund 1 Investments, LLC$11.2M1
119DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$10.8M1
120NORTH POINT PORTFOLIO MANAGERS CORP/OH$10.4M1
121Arrow Capital Management, LLC$10.3M1
122DIVERSIFY WEALTH MANAGEMENT, LLC$10.3M1
123Aventail Capital Group, LP$10.1M1
124VANGUARD ASSET MANAGEMENT, Ltd$9.8M1
125LONESTAR CAPITAL MANAGEMENT LLC$9.6M1
126STATE OF WISCONSIN INVESTMENT BOARD$9.5M1
127Diversify Advisory Services, LLC$9.1M1
128Mirae Asset Global Investments Co., Ltd.$8.6M1
129Boston Partners$8.5M1
130CITIGROUP INC$8.4M1
131RWC Asset Management LLP$8.1M1
132Tidal Investments LLC$8.1M1
133NEW YORK STATE COMMON RETIREMENT FUND$7.9M1
134DnB Asset Management AS$7.6M1
135MANUFACTURERS LIFE INSURANCE COMPANY, THE$7.5M1
136Ripple Effect Asset Management LP$7.2M1
137MOORE CAPITAL MANAGEMENT, LP$7.2M1
138MetLife Investment Management, LLC$7.2M1
139Stenham Asset Management Ltd$6.9M1
140MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$6.7M1
141JACOBS LEVY EQUITY MANAGEMENT, INC$6.6M1
142Steamboat Capital Partners, LLC$6.5M1
143Intrinsic Edge Capital Management LLC$5.9M1
144Atika Capital Management LLC$5.9M1
145Kestra Advisory Services, LLC$5.9M1
146WINTON GROUP Ltd$5.8M1
147Vanguard Global Advisers, LLC$5.8M1
148PUBLIC SECTOR PENSION INVESTMENT BOARD$5.7M1
149Rockefeller Capital Management L.P.$5.7M1
150VMS Asset Management Limited$5.6M1
151CenterBook Partners LP$5.6M1
152MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$5.6M1
153Russell Investments Group, Ltd.$5.6M1
154Janus Henderson Group Ltd.$5.6M1
155AQR CAPITAL MANAGEMENT LLC$5.6M1
156ExodusPoint Capital Management, LP$5.3M1
157ING GROEP NV$5.3M1
158VOYA INVESTMENT MANAGEMENT LLC$5.3M1
159Universal- Beteiligungs- und Servicegesellschaft mbH$5.2M1
160Connor, Clark & Lunn Investment Management Ltd.$4.8M1
161XTX Topco Ltd$4.5M1
162P SCHOENFELD ASSET MANAGEMENT LP$4.5M1
163GUGGENHEIM CAPITAL LLC$4.5M1
164Union Bancaire Privee, UBP SA$4.4M1
165YOUSIF CAPITAL MANAGEMENT, LLC$4.4M1
166State of New Jersey Common Pension Fund D$4.3M1
167FIFTH THIRD BANCORP$4.3M1
168Marnell Management LLC$4.2M1
169PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$4.2M1
170OPPENHEIMER & CO INC$4.1M1
171Advisors Asset Management, Inc.$4.0M1
172SaddleRock Capital Management LLC$3.8M1
173Candelo Capital Management LP$3.7M1
174Purpose Unlimited Inc.$3.7M1
175Riggs Asset Managment Co. Inc.$3.7M1
176KAYNE ANDERSON CAPITAL ADVISORS LP$3.7M1
177Zurcher Kantonalbank (Zurich Cantonalbank)$3.5M1
178NewEdge Advisors, LLC$3.5M1
179STATE OF MICHIGAN RETIREMENT SYSTEM$3.5M1
180KP Management LLC$3.5M1
181Altshuler Shaham Ltd$3.4M1
182Arizona State Retirement System$3.4M1
183HUSSMAN STRATEGIC ADVISORS, INC.$3.4M1
184Potrero Capital Research LLC$3.3M1
185NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$3.3M1
186BECK CAPITAL MANAGEMENT, LLC$3.2M1
187Vanguard Investments Australia, Ltd.$3.1M1
188TWO SIGMA INVESTMENTS, LP$3.1M1
189HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$3.0M1
190OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.0M1
191Ensign Peak Advisors, Inc$2.9M1
192Sagefield Capital LP$2.9M1
193Quantinno Capital Management LP$2.8M1
194HSBC HOLDINGS PLC$2.8M1
195OPPENHEIMER ASSET MANAGEMENT INC.$2.7M1
196Ameritas Investment Partners, Inc.$2.7M1
197CHILTON INVESTMENT CO INC.$2.6M1
198Cetera Investment Advisers$2.5M1
199AXON CAPITAL LP$2.5M1
200Hartree Partners, LP$2.4M1
201SPX Gestao de Recursos Ltda$2.4M1
202GF FUND MANAGEMENT CO. LTD.$2.3M1
203OSAIC HOLDINGS, INC.$2.3M1
204PRUDENTIAL FINANCIAL INC$2.3M1
205Steward Partners Investment Advisory, LLC$2.2M1
206De Lisle Partners LLP$2.2M1
207JANE STREET GROUP, LLC$2.1M1
208FRANKLIN RESOURCES INC$2.1M1
209KING LUTHER CAPITAL MANAGEMENT CORP$2.1M1
210Aperture Investors, LLC$2.0M1
211NICOLET BANKSHARES INC$2.0M1
212SUVRETTA CAPITAL MANAGEMENT, LLC$1.9M1
213NOMURA HOLDINGS INC$1.9M1
214Colonial River Investments, LLC$1.9M1
215BANK OF MONTREAL /CAN/$1.9M1
216Parallax Volatility Advisers, L.P.$1.8M1
217COMMONWEALTH EQUITY SERVICES, LLC$1.8M1
218TRUIST FINANCIAL CORP$1.8M1
219Twin Tree Management, LP$1.8M1
220Sanctuary Advisors, LLC$1.8M1
221XPONANCE LLC$1.8M1
222Formidable Asset Management, LLC$1.7M1
223LMR Partners LLP$1.6M1
224Union Square Park Capital Management, LLC$1.6M1
225Centiva Capital, LP$1.6M1
226Clear Harbor Asset Management, LLC$1.6M1
227Jefferies Financial Group Inc.$1.6M1
228Wilmington Savings Fund Society, FSB$1.6M1
229O'Brien Greene & Co. Inc$1.5M1
230FEDERATED HERMES, INC.$1.4M1
231ELEVATION POINT WEALTH PARTNERS, LLC$1.4M1
232ALPS ADVISORS INC$1.4M1
233CLOVERFIELDS CAPITAL GROUP, LP$1.4M1
234MACKENZIE FINANCIAL CORP$1.4M1
235CIBC Bancorp USA Inc.$1.4M1
236AXQ CAPITAL, LP$1.4M1
237Qsemble Capital Management, LP$1.4M1
238Defiance ETFs, LLC$1.3M1
239Verition Fund Management LLC$1.3M1
240Cassaday & Co Wealth Management LLC$1.2M1
241Mutual Advisors, LLC$1.2M1
242Lombard Odier Asset Management (USA) Corp$1.2M1
243Summit Trail Advisors, LLC$1.2M1
244Fortitude Advisory Group L.L.C.$1.1M1
245OSSIAM$1.1M1
246Penn Capital Management Company, LLC$1.1M1
247State of Wyoming$1.1M1
248Mitsubishi UFJ Trust & Banking Corp$1.1M1
249SECURIAN ASSET MANAGEMENT, INC$1.1M1
250Creative Planning$1.0M1
251NATIONAL BANK OF CANADA /FI/$1.0M1
252Federation des caisses Desjardins du Quebec$1.0M1
253Crossmark Global Holdings, Inc.$1.0M1
254PFG Advisors$1.0M1
255HighVista Strategies LLC$995K1
256Catalyst Capital Advisors LLC$985K1
257INCEPTIONR LLC$955K1
258Focus Partners Wealth$946K1
259LIBERTY ONE INVESTMENT MANAGEMENT, LLC$942K1
260DEUTSCHE BANK AG\$904K1
261Merit Financial Group, LLC$866K1
262JONES FINANCIAL COMPANIES LLLP$865K1
263BLAIR WILLIAM & CO/IL$858K1
264MML INVESTORS SERVICES, LLC$820K1
265NAVELLIER & ASSOCIATES INC$805K1
266CLEAR WAVE WEALTH MANAGEMENT LLC$793K1
267Swiss Life Asset Management Ltd$790K1
268Oak Thistle LLC$776K1
269Utah Retirement Systems$766K1
270D.A. DAVIDSON & CO.$758K1
271Northwest & Ethical Investments L.P.$754K1
272McLaughlin Asset Management, Inc.$749K1
273Vanguard Personalized Indexing Management, LLC$733K1
274Dynamic Technology Lab Private Ltd$733K1
275Beacon Pointe Advisors, LLC$724K1
276Tower Research Capital LLC (TRC)$718K1
277Red Door Wealth Management, LLC$714K1
278Atria Investments, Inc$710K1
279WORLD EQUITY GROUP, INC.$706K1
280Maryland State Retirement & Pension System$704K1
281Integrated Wealth Concepts LLC$696K1
282Jump Financial, LLC$689K1
283VARCOV Co.$679K1
284Calydon Capital$668K1
285D. E. Shaw & Co., Inc.$653K1
286O'SHAUGHNESSY ASSET MANAGEMENT, LLC$639K1
287CORSAIR CAPITAL MANAGEMENT, L.P.$638K1
288Parcion Private Wealth LLC$634K1
289&PARTNERS$632K1
290Cresset Asset Management, LLC$631K1
291Peak Planning Group, LLC$615K1
292CASTLEARK MANAGEMENT LLC$613K1
293M&T BANK CORP$609K1
294INDEPENDENT FINANCIAL GROUP, LLC$595K1
295ProShare Advisors LLC$585K1
296SANDLER CAPITAL MANAGEMENT$562K1
297Fifth Third Wealth Advisors LLC$547K1
298Biltmore Family Office, LLC$533K1
299WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$526K1
300Vident Advisory, LLC$526K1
301HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$524K1
302CWM, LLC$522K1
303Synergy Asset Management, LLC$518K1
304KINGSWOOD WEALTH ADVISORS, LLC$507K1
305CREDIT AGRICOLE S A$505K1
306CIBC Asset Management Inc$503K1
307Chicago Partners Investment Group LLC$497K1
308TEACHER RETIREMENT SYSTEM OF TEXAS$497K1
309Sterling Capital Management LLC$489K1
310Point72 Asset Management, L.P.$479K1
311PenderFund Capital Management Ltd.$479K1
312AGF MANAGEMENT LTD$476K1
313SHELTON CAPITAL MANAGEMENT$472K1
314ALTFEST L J & CO INC$454K1
315Schonfeld Strategic Advisors LLC$440K1
316MERCER GLOBAL ADVISORS INC /ADV$429K1
317North Dakota State Investment Board$423K1
318Brooklyn Investment Group$400K1
319Concurrent Investment Advisors, LLC$397K1
320WOLVERINE ASSET MANAGEMENT LLC$393K1
321Pathstone Holdings, LLC$383K1
322BALYASNY ASSET MANAGEMENT L.P.$378K1
323BNP Paribas Asset Management Holding S.A.$377K1
324Goldstein Advisors, LLC$376K1
325Per Stirling Capital Management, LLC.$374K1
326PROFUND ADVISORS LLC$365K1
327Allegheny Financial Group$361K1
328EP Wealth Advisors, LLC$361K1
329Summit Financial, LLC$351K1
330Bank of Marin$347K1
331Orchard Capital Management, LLC$338K1
332Meiji Yasuda Asset Management Co Ltd.$336K1
333RITHOLTZ WEALTH MANAGEMENT$334K1
334Allianz Asset Management GmbH$330K1
335HIGHLAND CAPITAL MANAGEMENT, LLC$329K1
336Whalen Wealth Management Inc.$323K1
337FOUNDATIONS INVESTMENT ADVISORS, LLC$323K1
338Quantum Portfolio Management LLC$322K1
339MEITAV INVESTMENT HOUSE LTD$319K1
340Greenland Capital Management LP$319K1
341Corient IA LLC$319K1
342Pallas Capital Advisors LLC$318K1
343Diversified Enterprises, LLC$318K1
344HighTower Advisors, LLC$315K1
345Values First Advisors, Inc.$312K1
346Blueshift Asset Management, LLC$312K1
347Sequoia Financial Advisors, LLC$306K1
348ARISTEIA CAPITAL, L.L.C.$306K1
349Sequent Planning LLC$306K1
350Walser Wealth Management Company, A Ltd Liability Co$292K1
351Quarry LP$288K1
352Sigma Planning Corp$287K1
353Odyssean, LLC$285K1
354Compound Planning, Inc.$284K1
355ALTA CAPITAL MANAGEMENT LLC/$274K1
356STEPHENS INC /AR/$272K1
357Counterpoint Mutual Funds LLC$268K1
358LAFFER TENGLER INVESTMENTS, INC.$265K1
359Banque Cantonale Vaudoise$263K1
360Baird Financial Group, Inc.$260K1
361Venturi Wealth Management, LLC$252K1
362QRG CAPITAL MANAGEMENT, INC.$249K1
363UNITED CAPITAL FINANCIAL ADVISORS, LLC$248K1
364Spire Wealth Management$248K1
365INSIGNEO ADVISORY SERVICES, LLC$247K1
366THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$247K1
367Stratos Wealth Partners, LTD.$246K1
368Perigon Wealth Management, LLC$245K1
369OneAscent Investment Solutions LLC$245K1
370Ameritas Advisory Services, LLC$244K1
371Clearstead Advisors, LLC$244K1
372PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$239K1
373Saranac Partners Ltd$238K1
374Essex Financial Services, Inc.$234K1
375EVERGREEN CAPITAL MANAGEMENT LLC$231K1
376denkapparat Operations GmbH$229K1
377Congress Park Capital LLC$223K1
378B. Riley Wealth Advisors, Inc.$221K1
379Hudock, Inc.$219K1
380POLEN CAPITAL MANAGEMENT LLC$218K1
381Orion Porfolio Solutions, LLC$218K1
382Meriwether Wealth & Planning, LLC$213K1
383Pinnacle Financial Partners, Inc.$208K1
384Rafferty Asset Management, LLC$206K1
385NFJ INVESTMENT GROUP, LLC$205K1
386Avior Wealth Management, LLC$202K1
387PEAK6 LLC$196K1
388Pinnacle Holdings, LLC$194K1
389Costello Asset Management, INC$174K1
390Archer Investment Corp$147K1
391BROWN BROTHERS HARRIMAN & CO$144K1
392UMB Bank, n.a.$142K1
393LOS ANGELES CAPITAL MANAGEMENT LLC$138K1
394BROOKFIELD Corp /ON/$118K1
395WPG Advisers, LLC$106K1
396Berbice Capital Management LLC$102K1
397Arax Advisory Partners$91.1K1
398Allworth Financial LP$87.8K1
399Rialto Wealth Management, LLC$82.4K1
400QUADRANT CAPITAL GROUP LLC$77.9K1
401SBI Okasan Asset Management Co.Ltd.$62.6K1
402Caitong International Asset Management Co., Ltd$54.9K1
403Golden State Wealth Management, LLC$49.8K1
404NOMURA ASSET MANAGEMENT CO LTD$48.5K1
405SIGNATUREFD, LLC$46.9K1
406NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$41.2K1
407MAI Capital Management$40.5K1
408PRIVATE TRUST CO NA$39.9K1
409Bank of New Hampshire$34.2K1
410Mitsubishi UFJ Asset Management Co., Ltd.$31.9K1
411Atlantic Union Bankshares Corp$30.0K1
412NINE MASTS CAPITAL Ltd$26.8K1
413Smartleaf Asset Management LLC$25.4K1
414ASSETMARK, INC$24.6K1
415CENTRAL TRUST Co$21.1K1
416Grove Bank & Trust$17.2K1
417TD Capital Management LLC$15.3K1
418Itau Unibanco Holding S.A.$14.7K1
419TD Waterhouse Canada Inc.$14.4K1
420Destiny Wealth Partners, LLC$14.4K1
421SBI Securities Co., Ltd.$14.4K1
422THRIVENT FINANCIAL FOR LUTHERANS$13.1K1
423LORD, ABBETT & CO. LLC$12.8K1
424FARMERS & MERCHANTS INVESTMENTS INC$12.8K1
425Larson Financial Group LLC$12.1K1
426Parkside Financial Bank & Trust$11.8K1
427Signature Equity Partners, LLC$11.8K1
428NEW YORK STATE TEACHERS RETIREMENT SYSTEM$10.1K1
429Parkwood LLC$9.3K1
430Bell Investment Advisors, Inc$8.9K1
431Kennebec Savings Bank$8.6K1
432Ritter Daniher Financial Advisory LLC / DE$8.0K1
433Hilton Head Capital Partners, LLC$7.7K1
434Medallion Wealth Advisors, LLC$7.7K1
435Bayforest Capital Ltd$7.3K1
436Treasurer of the State of North Carolina$6.2K1
437Kemnay Advisory Services Inc.$5.7K1
438NISA INVESTMENT ADVISORS, LLC$5.1K1
439Retirement Wealth Solutions LLC$5.1K1
440Millstone Evans Group, LLC$4.8K1
441TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$4.5K1
442Global Trust Asset Management, LLC$3.5K1
443PITTENGER & ANDERSON INC$3.2K1
444Tradewinds Capital Management, LLC$3.2K1
445Physician Wealth Advisors, Inc.$3.2K1
446BARRETT & COMPANY, INC.$3.2K1
447Rachor Investment Advisory Services, LLC$2.9K1
448Walleye Capital LLC$2.9K1
449Main Management ETF Advisors, LLC$2.8K1
450BROWN, LISLE/CUMMINGS, INC.$2.6K1
451WealthCollab, LLC$2.6K1
452CVA Family Office, LLC$2.2K1
453Janney Montgomery Scott LLC$2.1K1
454Wealth Enhancement Trust Services, Inc.$1.9K1
455MCF Advisors LLC$1.6K1
456Cromwell Holdings LLC$1.6K1
457State of Alaska, Department of Revenue$1.5K1
458Polianta Ltd$1.5K1
459ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.3K1
460Wall Street Financial Group, Inc.$1.3K1
461Kilter Group LLC$1.3K1
462PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$1.3K1
463Virtu Financial LLC$1.1K1
464South Dakota Investment Council$9781
465SouthState Bank Corp$9581
466Axiom Investment Management LLC$9581
467JPL Wealth Management, LLC$9581
468WEDBUSH SECURITIES INC$9171
469VAN ECK ASSOCIATES CORP$7451
470True Wealth Design, LLC$6391
471Vermillion Wealth Management, Inc.$6381
472SHP Wealth Management$6381
473Vestcor Inc$5431
474KBC Group NV$3821
475SJS Investment Consulting Inc.$3201
476Pinnacle Wealth Planning Services, Inc.$3191
477Employees Retirement System of Texas$1211
478Smithfield Trust Co$341
479Harvest Fund Management Co., Ltd$191
480Harel Insurance Investments & Financial Services Ltd.$181
481Matrix Trust Co$131
482VALLEY NATIONAL ADVISERS INC$61
483Avion Wealth$11
484HUNTINGTON NATIONAL BANK$01
485VANGUARD GROUP INC$01
486MEEDER ASSET MANAGEMENT INC$01
487HARBOUR INVESTMENTS, INC.$01
488COMERICA BANK$01
489StoneX Group Inc.$01
490TORONTO DOMINION BANK$01
491VIRGINIA RETIREMENT SYSTEMS ET Al$01
492UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$01
493JAG CAPITAL MANAGEMENT, LLC$01
494INTECH INVESTMENT MANAGEMENT LLC$01
495MARINER INVESTMENT GROUP LLC$01
496GLENVIEW CAPITAL MANAGEMENT, LLC$01
497ALGERT GLOBAL LLC$01
498TORTOISE CAPITAL ADVISORS, L.L.C.$01
499CIBC Private Wealth Group LLC$01
500LEVIN CAPITAL STRATEGIES, L.P.$01
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on TLN

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for TLN · financials and macro

Financials — as filed PLANNED

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