Public record / Tickers / TPR

TPR — TAPESTRY, INC.

Both disclosure regimes on one name: who in Congress filed about TPR, 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
20
all PTR rows naming TPR
Members · 12m
3
1 buys · 2 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
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

Matt Van Epps · $15.0K–$50.0K

Sale · traded 2026-06-16 → filed 2026-06-17. Ranked over every TPR row by the provable lower bound, never a point estimate.

3 members · 1 buys / 2 sells

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

6 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

6 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. 6 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING TPR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning TPR
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-06-17Matt Van Epps R–TN-7SaleTraded 06-16 +1d$15K–$50K
2026-04-21Terri A. Sewell D–AL-7SaleTraded 03-25 +27d$15K–$50K
2026-01-13Julia Letlow R–LA-5SaleTraded 2025-07-29 LATE·168d$1K–$15K
2026-01-13Julia Letlow R–LA-5Sale · partial (partial sale)Traded 2024-11-26 LATE·413d$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 20 ↗

Members active in TPR

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing TPR 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.
Alan Armstrong R–OK1$1.0K to $15.0K2
Matt Van Epps R–TN-71−$50.0K to −$15.0K2
Terri A. Sewell D–AL-71−$50.0K to −$15.0K3

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

Congress ↔ notable managers · TPR

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

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
1 Matt Van Epps R–TN-7 $15K–$50K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $90.0M held

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

Merged timeline of congressional filings and notable-manager moves on TPR
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-06-17Matt Van Epps CongressSale$15K–$50K
2026-05-15Gotham Asset Management 13Fadd+61,272 sh
2026-05-15Bridgewater Associates 13Ftrim−2,083 sh
2026-05-14Caxton Associates 13Ftrim−1,634 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

full holders view ↗
Top institutional holders of TPR for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.6B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.9B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$1.4B1
4STATE STREET CORP$1.3B1
5GEODE CAPITAL MANAGEMENT, LLC$1.1B1
6SCHRODER INVESTMENT MANAGEMENT GROUP$998M1
7FMR LLC$719M1
8SRS Investment Management, LLC$713M1
9BANK OF AMERICA CORP /DE/$711M1
10AMERIPRISE FINANCIAL INC$550M1
11AQR CAPITAL MANAGEMENT LLC$525M1
12MORGAN STANLEY$463M1
13NORTHERN TRUST CORP$391M1
14Invesco Ltd.$369M1
15DIMENSIONAL FUND ADVISORS LP$367M1
16Qube Research & Technologies Ltd$343M1
17WELLINGTON MANAGEMENT GROUP LLP$311M1
18WESTFIELD CAPITAL MANAGEMENT CO LP$310M1
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC$270M1
20Amundi$250M1
21Allianz Asset Management GmbH$207M1
22MASSACHUSETTS FINANCIAL SERVICES CO /MA/$202M1
23UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$199M1
24Bank of New York Mellon Corp$188M1
25ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$177M1
26VANGUARD FIDUCIARY TRUST CO$165M1
27CITADEL ADVISORS LLC$157M1
28WCM INVESTMENT MANAGEMENT, LLC$155M1
29Swedbank AB$152M1
30Robeco Institutional Asset Management B.V.$139M1
31BARCLAYS PLC$136M1
32ROYAL BANK OF CANADA$133M1
33Nuveen, LLC$130M1
34JANE STREET GROUP, LLC$127M1
35D. E. Shaw & Co., Inc.$123M1
36Holocene Advisors, LP$123M1
37O'SHAUGHNESSY ASSET MANAGEMENT, LLC$122M1
38VOLORIDGE INVESTMENT MANAGEMENT, LLC$118M1
39ENVESTNET ASSET MANAGEMENT INC$114M1
40DEUTSCHE BANK AG\$113M1
41Legal & General Group Plc$105M1
42Pictet Asset Management Holding SA$103M1
43UBS Group AG$98.2M1
44Point72 Asset Management, L.P.$93.5M1
45TRUIST FINANCIAL CORP$92.6M1
46CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$92.6M1
47Gotham Asset Management, LLC$90.0M1
48Quantinno Capital Management LP$89.5M1
49Fisher Asset Management, LLC$87.2M1
50Swiss National Bank$84.7M1
51AVIVA PLC$84.0M1
52TWO SIGMA INVESTMENTS, LP$82.9M1
53CONGRESS ASSET MANAGEMENT CO$80.2M1
54National Pension Service$79.2M1
55FIRST TRUST ADVISORS LP$78.1M1
56NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$76.4M1
57RAYMOND JAMES FINANCIAL INC$75.5M1
58Vinva Investment Management Ltd$75.5M1
59AMERICAN CENTURY COMPANIES INC$74.6M1
60FRANKLIN RESOURCES INC$73.5M1
61SEI INVESTMENTS CO$70.3M1
62RENAISSANCE TECHNOLOGIES LLC$67.2M1
63Mitsubishi UFJ Asset Management Co., Ltd.$65.8M1
64HSBC HOLDINGS PLC$64.1M1
65CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$61.6M1
66Vanguard Global Advisers, LLC$60.4M1
67SEB Asset Management AB$59.5M1
68C Partners Holding GmbH$59.4M1
69RHUMBLINE ADVISERS$58.5M1
70Sumitomo Mitsui Trust Group, Inc.$58.2M1
71Jefferies Financial Group Inc.$53.3M1
72SCOPUS ASSET MANAGEMENT, L.P.$51.3M1
73VICTORY CAPITAL MANAGEMENT INC$50.5M1
74MILLENNIUM MANAGEMENT LLC$50.2M1
75ALLIANCEBERNSTEIN L.P.$48.2M1
76TODD ASSET MANAGEMENT LLC$48.0M1
77Smith Group Asset Management, LLC$47.1M1
78WELLS FARGO & COMPANY/MN$46.1M1
79Bridgewater Associates, LP$45.2M1
80Empowered Funds, LLC$43.9M1
81IEQ CAPITAL, LLC$41.7M1
82Walleye Capital LLC$41.5M1
83PRINCIPAL FINANCIAL GROUP INC$41.4M1
84CANADA PENSION PLAN INVESTMENT BOARD$41.3M1
85Cartenna Capital, LP$40.9M1
86Universal- Beteiligungs- und Servicegesellschaft mbH$40.8M1
87BALYASNY ASSET MANAGEMENT L.P.$40.4M1
88TEACHER RETIREMENT SYSTEM OF TEXAS$40.3M1
89DRIEHAUS CAPITAL MANAGEMENT LLC$38.5M1
90Shellback Capital, LP$38.3M1
91Woodson Capital Management, LP$38.1M1
92Zurcher Kantonalbank (Zurich Cantonalbank)$37.8M1
93GLENMEDE TRUST CO NA$37.4M1
94Railway Pension Investments Ltd$36.2M1
95Zurich Insurance Group Ltd/FI$36.2M1
96VOYA INVESTMENT MANAGEMENT LLC$35.4M1
97Mitsubishi UFJ Trust & Banking Corp$35.0M1
98WEDGE CAPITAL MANAGEMENT L L P/NC$34.8M1
99Walleye Trading LLC$34.0M1
100CITIGROUP INC$33.3M1
101RENAISSANCE GROUP LLC$33.0M1
102SYSTEMATIC FINANCIAL MANAGEMENT LP$32.9M1
103COMMERCE BANK$32.9M1
104BANK OF MONTREAL /CAN/$32.4M1
105PFA Pension, Forsikringsaktieselskab$31.3M1
106STOREBRAND ASSET MANAGEMENT AS$30.5M1
107Korea Investment CORP$30.5M1
108LPL Financial LLC$30.4M1
109Cerity Partners LLC$30.4M1
110REGIONS FINANCIAL CORP$29.7M1
111CASTLEARK MANAGEMENT LLC$28.9M1
112Aware Super Pty Ltd as trustee of Aware Super$28.0M1
113PRUDENTIAL FINANCIAL INC$27.7M1
114TD Waterhouse Canada Inc.$27.3M1
115STATE OF WISCONSIN INVESTMENT BOARD$27.1M1
116KLP KAPITALFORVALTNING AS$26.9M1
117BNP Paribas Asset Management Holding S.A.$26.6M1
118Assenagon Asset Management S.A.$26.1M1
119STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$26.1M1
120NATIONAL BANK OF CANADA /FI/$26.0M1
121Schonfeld Strategic Advisors LLC$25.4M1
122Candriam S.C.A.$24.4M1
123Interval Partners, LP$24.3M1
124Focus Partners Wealth$21.2M1
125FEDERATED HERMES, INC.$21.2M1
126Man Group plc$21.0M1
127INTECH INVESTMENT MANAGEMENT LLC$19.8M1
128PEAK6 LLC$19.4M1
129Trexquant Investment LP$19.0M1
130CWM, LLC$18.8M1
131ADAGE CAPITAL PARTNERS GP, L.L.C.$18.3M1
132NEW YORK STATE COMMON RETIREMENT FUND$18.2M1
133DANSKE BANK A/S$18.0M1
134ADVISORY RESEARCH INC$17.5M1
135Janus Henderson Group Ltd.$17.4M1
136Andra AP-fonden$16.9M1
137Dana Investment Advisors, Inc.$16.4M1
138PICTON MAHONEY ASSET MANAGEMENT$16.4M1
139Asset Management One Co., Ltd.$16.4M1
140Illinois Municipal Retirement Fund$16.1M1
141Ensign Peak Advisors, Inc$16.0M1
142AustralianSuper Pty Ltd$15.6M1
143TD ASSET MANAGEMENT INC$15.5M1
144Verition Fund Management LLC$15.2M1
145MANUFACTURERS LIFE INSURANCE COMPANY, THE$15.1M1
146WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$15.0M1
147VANGUARD ASSET MANAGEMENT, Ltd$14.9M1
148RBF Capital, LLC$14.1M1
149Chevy Chase Trust Holdings, LLC$14.1M1
150Vanguard Investments Australia, Ltd.$13.5M1
151BANK OF NOVA SCOTIA$13.5M1
152Mariner, LLC$13.5M1
153COOKSON PEIRCE & CO INC$13.4M1
154HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$13.1M1
155Abacus FCF Advisors LLC$12.9M1
156Cetera Investment Advisers$12.7M1
157CIBC WORLD MARKET INC.$12.6M1
158TORONTO DOMINION BANK$12.3M1
159CREDIT AGRICOLE S A$12.1M1
160NOMURA ASSET MANAGEMENT CO LTD$11.7M1
161MERCER GLOBAL ADVISORS INC /ADV$11.2M1
162STIFEL FINANCIAL CORP$11.1M1
163OSAIC HOLDINGS, INC.$11.1M1
164STEVENS CAPITAL PARTNERS$11.0M1
165Nippon Life Global Investors Americas, Inc.$11.0M1
166RITHOLTZ WEALTH MANAGEMENT$10.9M1
167CONNORS INVESTOR SERVICES INC$10.8M1
168MEEDER ASSET MANAGEMENT INC$10.6M1
169Groupe la Francaise$10.4M1
170Livforsakringsbolaget Skandia, Omsesidigt$10.4M1
171Swiss Life Asset Management Ltd$10.4M1
172Engineers Gate Manager LP$10.1M1
173Tredje AP-fonden$10.1M1
174NOMURA HOLDINGS INC$10.0M1
175State of New Jersey Common Pension Fund D$9.9M1
176PDT Partners, LLC$9.9M1
177NewEdge Advisors, LLC$9.9M1
178Polymer Capital Management (HK) LTD$9.8M1
179CIBC Bancorp USA Inc.$9.7M1
180MACQUARIE GROUP LTD$9.5M1
181FIFTH THIRD BANCORP$9.4M1
182PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$9.1M1
183Lansforsakringar Fondforvaltning AB (publ)$9.0M1
184Resona Asset Management Co.,Ltd.$8.7M1
185Mirae Asset Global Investments Co., Ltd.$8.6M1
186Qsemble Capital Management, LP$8.5M1
187Creative Planning$8.5M1
188Federation des caisses Desjardins du Quebec$8.4M1
189PANAGORA ASSET MANAGEMENT INC$8.4M1
190Steward Partners Investment Advisory, LLC$8.4M1
191Tidal Investments LLC$8.3M1
192XPONANCE LLC$8.0M1
193L2 Asset Management, LLC$7.9M1
194Corient Private Wealth LLC$7.9M1
195MetLife Investment Management, LLC$7.9M1
196Arizona State Retirement System$7.8M1
197Czech National Bank$7.8M1
198GROUP ONE TRADING LLC$7.7M1
199FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$7.5M1
200STATE OF MICHIGAN RETIREMENT SYSTEM$7.5M1
201Edgestream Partners, L.P.$7.4M1
202Mediolanum International Funds Ltd$7.1M1
203CIBC Asset Management Inc$7.1M1
204LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$7.1M1
205ODDO BHF ASSET MANAGEMENT SAS$7.0M1
206Cinctive Capital Management LP$7.0M1
207Crossmark Global Holdings, Inc.$6.9M1
208Wealthfront Advisers LLC$6.9M1
209Graham Capital Management, L.P.$6.8M1
210IFM Investors Pty Ltd$6.8M1
211Allspring Global Investments Holdings, LLC$6.7M1
212COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$6.7M1
213SCOTIA CAPITAL INC.$6.6M1
214Transamerica Financial Advisors, LLC$6.5M1
215Investment Management Corp of Ontario$6.5M1
216OCCUDO QUANTITATIVE STRATEGIES LP$6.3M1
217Pathstone Holdings, LLC$6.3M1
218Caprock Group, LLC$6.3M1
219Orion Porfolio Solutions, LLC$6.2M1
220Y-Intercept (Hong Kong) Ltd$6.2M1
221SIRIOS CAPITAL MANAGEMENT L P$6.2M1
222DnB Asset Management AS$6.2M1
223Retirement Systems of Alabama$6.1M1
224Range Financial Group LLC$5.8M1
225Vanguard Personalized Indexing Management, LLC$5.8M1
226Aberdeen Group plc$5.7M1
227TRUSTMARK BANK TRUST DEPARTMENT$5.7M1
228MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$5.6M1
229Woodline Partners LP$5.6M1
230CWA Asset Management Group, LLC$5.5M1
231FIL Ltd$5.4M1
232BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$5.1M1
233Squarepoint Ops LLC$5.1M1
234BOOTHBAY FUND MANAGEMENT, LLC$5.0M1
235PARK NATIONAL CORP /OH/$5.0M1
236Daiwa Securities Group Inc.$4.9M1
237HighTower Advisors, LLC$4.8M1
238Utah Retirement Systems$4.7M1
239KEYBANK NATIONAL ASSOCIATION/OH$4.6M1
240PUBLIC SECTOR PENSION INVESTMENT BOARD$4.6M1
241Silvant Capital Management LLC$4.5M1
242Eurizon Capital SGR S.p.A.$4.5M1
243M&T BANK CORP$4.4M1
244Focus Partners Advisor Solutions, LLC$4.4M1
245Elo Mutual Pension Insurance Co$4.4M1
246NEOS Investment Management LLC$4.4M1
247COMMONWEALTH EQUITY SERVICES, LLC$4.2M1
248MANNING & NAPIER ADVISORS LLC$4.2M1
249ProShare Advisors LLC$4.2M1
250Rakuten Investment Management, Inc.$4.1M1
251CLIFFORD SWAN INVESTMENT COUNSEL LLC$4.1M1
252FORTEM FINANCIAL GROUP, LLC$4.1M1
253Merit Financial Group, LLC$4.0M1
254NISA INVESTMENT ADVISORS, LLC$4.0M1
255Redhawk Wealth Advisors, Inc.$4.0M1
256SummitTX Capital, L.P.$4.0M1
257Monument Capital Management$4.0M1
258BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$4.0M1
259NEW YORK LIFE INVESTMENT MANAGEMENT LLC$4.0M1
260MARIETTA INVESTMENT PARTNERS LLC$4.0M1
261Sumitomo Mitsui DS Asset Management Company, Ltd$3.9M1
262MACKENZIE FINANCIAL CORP$3.9M1
263NISSAY ASSET MANAGEMENT CORP /JAPAN$3.8M1
264Kepler Cheuvreux (Suisse) SA$3.8M1
265Uncommon Cents Investing LLC$3.8M1
266OP Asset Management Ltd$3.7M1
267LGT Fund Management Co Ltd.$3.7M1
268Parkway Wealth Management Group, LLC$3.7M1
269Truvestments Capital LLC$3.6M1
270Summit Trail Advisors, LLC$3.5M1
271United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$3.5M1
272CAXTON ASSOCIATES LLP$3.4M1
273Capricorn Fund Managers Ltd$3.4M1
274ExodusPoint Capital Management, LP$3.4M1
275AFFINITY INVESTMENT ADVISORS, LLC$3.3M1
276Pallas Capital Advisors LLC$3.3M1
277OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.3M1
278DUMONT & BLAKE INVESTMENT ADVISORS LLC$3.3M1
279Calamos Advisors LLC$3.2M1
280OMERS ADMINISTRATION Corp$3.2M1
281WINTON GROUP Ltd$3.2M1
282&PARTNERS$3.1M1
283OPPENHEIMER ASSET MANAGEMENT INC.$3.1M1
284ASR Vermogensbeheer N.V.$3.1M1
285PRIMECAP MANAGEMENT CO/CA/$3.1M1
286ZWJ INVESTMENT COUNSEL INC$3.0M1
287Great Diamond Partners, LLC$3.0M1
288YOUSIF CAPITAL MANAGEMENT, LLC$3.0M1
289NORDEA INVESTMENT MANAGEMENT AB$3.0M1
290Vontobel Holding Ltd.$3.0M1
291UniSuper Management Pty Ltd$3.0M1
292IMC-Chicago, LLC$2.9M1
293SteelPeak Wealth, LLC$2.9M1
294Vigil Wealth Management, LLC$2.9M1
295MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.8M1
296Vest Financial, LLC$2.8M1
297Lombard Odier Asset Management (Europe) Ltd$2.8M1
298DJE Kapital AG$2.8M1
299Ausdal Financial Partners, Inc.$2.8M1
300PATTON FUND MANAGEMENT, INC.$2.8M1
301MML INVESTORS SERVICES, LLC$2.8M1
302ONTARIO TEACHERS PENSION PLAN BOARD$2.8M1
303FLORIDA FINANCIAL ADVISORS, LLC$2.6M1
304Quantbot Technologies LP$2.6M1
305Sterling Capital Management LLC$2.6M1
306HIGHLAND CAPITAL MANAGEMENT, LLC$2.6M1
307Verdence Capital Advisors LLC$2.6M1
308Atria Investments, Inc$2.6M1
309BRADLEY FOSTER & SARGENT INC/CT$2.5M1
31044 WEALTH MANAGEMENT LLC$2.5M1
311Donoghue Forlines LLC$2.5M1
312J. Safra Sarasin Holding AG$2.4M1
313US BANCORP \DE\$2.4M1
314North Dakota State Investment Board$2.4M1
315Portolan Capital Management, LLC$2.4M1
316Sowell Financial Services LLC$2.4M1
317Cumberland Partners Ltd$2.4M1
318SHEETS SMITH WEALTH MANAGEMENT$2.4M1
319ING GROEP NV$2.4M1
320Aquatic Capital Management LLC$2.4M1
321AIGEN INVESTMENT MANAGEMENT, LP$2.3M1
322Voleon Capital Management LP$2.3M1
323LBP AM SA$2.3M1
324Empirical Finance, LLC$2.3M1
325Kestra Investment Management, LLC$2.3M1
326Wakefield Asset Management LLLP$2.3M1
327EVOLVE PRIVATE WEALTH, LLC$2.2M1
328Sanctuary Advisors, LLC$2.2M1
329Pinnacle Financial Partners, Inc.$2.2M1
330Allworth Financial LP$2.2M1
331Summit Financial, LLC$2.2M1
332SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.2M1
333Clarion Wealth Managment Partners, LLC$2.1M1
334Banque Transatlantique SA$2.1M1
335LECAP ASSET MANAGEMENT LTD$2.1M1
336ATTICUS WEALTH MANAGEMENT, LLC$2.1M1
337Rafferty Asset Management, LLC$2.1M1
338Ethos Capital Management, Inc.$2.0M1
339Fieldview Capital Management, LLC$2.0M1
340DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$2.0M1
341Kendall Capital Management$1.9M1
342Rodgers Brothers Inc.$1.9M1
343SIGNET FINANCIAL MANAGEMENT, LLC$1.9M1
344Baader Bank Aktiengesellschaft$1.9M1
345Rockefeller Capital Management L.P.$1.9M1
346Bridgefront Capital, LLC$1.9M1
347Krilogy Financial LLC$1.9M1
348CAPSTONE INVESTMENT ADVISORS, LLC$1.9M1
349PRINCIPAL SECURITIES, INC.$1.9M1
350Parallax Volatility Advisers, L.P.$1.9M1
351Vident Advisory, LLC$1.8M1
352LAZARD ASSET MANAGEMENT LLC$1.8M1
353PKO Investment Management Joint-Stock Co$1.8M1
354Genus Capital Management Inc.$1.8M1
355Cypress Capital, LLC$1.8M1
356E Fund Management Co., Ltd.$1.8M1
357HB Wealth Management, LLC$1.8M1
358GREAT LAKES ADVISORS, LLC$1.8M1
359BRIDGEWAY CAPITAL MANAGEMENT, LLC$1.8M1
360EXCHANGE TRADED CONCEPTS, LLC$1.7M1
361Lighthouse Investment Partners, LLC$1.7M1
362MIZUHO SECURITIES USA LLC$1.7M1
363Kestra Advisory Services, LLC$1.7M1
364Lombard Odier Asset Management (Switzerland) SA$1.7M1
365KING LUTHER CAPITAL MANAGEMENT CORP$1.7M1
366Ethic Inc.$1.7M1
367KANE INVESTMENT MANAGEMENT, INC.$1.7M1
368Norinchukin Bank, The$1.6M1
369NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.6M1
370Michels Family Financial, LLC$1.6M1
371QRG CAPITAL MANAGEMENT, INC.$1.6M1
372TCV Trust & Wealth Management, Inc.$1.6M1
373HARTFORD INVESTMENT MANAGEMENT CO$1.6M1
374HANCOCK WHITNEY CORP$1.6M1
375INTACT INVESTMENT MANAGEMENT INC.$1.6M1
376NICOLET BANKSHARES INC$1.6M1
377Concurrent Investment Advisors, LLC$1.6M1
378Generali Asset Management SPA SGR$1.5M1
379ABN AMRO INVESTMENT SOLUTIONS$1.5M1
380IPG Investment Advisors LLC$1.5M1
381PARADIGM ASSET MANAGEMENT CO LLC$1.5M1
382Hillsdale Investment Management Inc.$1.5M1
383U.S. Capital Wealth Advisors, LLC$1.5M1
384Retireful, LLC$1.5M1
385STRATEGY ASSET MANAGERS LLC$1.5M1
386UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.5M1
387Virtue Capital Management, LLC$1.5M1
388OMNI 360 Wealth, Inc.$1.5M1
389Nicholas Investment Partners, LP$1.5M1
390NORDEN GROUP LLC$1.5M1
391OFI INVEST ASSET MANAGEMENT$1.5M1
392Kingsview Wealth Management, LLC$1.5M1
393Compound Planning, Inc.$1.5M1
394Banque Cantonale Vaudoise$1.4M1
395Ascent Group, LLC$1.4M1
396Chicago Partners Investment Group LLC$1.4M1
397BANQUE PICTET & CIE SA$1.4M1
398Maryland State Retirement & Pension System$1.4M1
399Dynamic Technology Lab Private Ltd$1.4M1
400Vestmark Advisory Solutions, Inc.$1.4M1
401Laird Norton Wetherby Trust Company, LLC$1.4M1
402Kathmere Capital Management, LLC$1.4M1
403Plato Investment Management Ltd$1.4M1
404Bull Harbor Capital LLC$1.4M1
405EVERGREEN CAPITAL MANAGEMENT LLC$1.3M1
406AG2R LA MONDIALE GESTION D'ACTIFS$1.3M1
407AXQ CAPITAL, LP$1.3M1
408Bellwether Advisors, LLC$1.3M1
409Kesler, Norman & Wride, LLC$1.3M1
410Sequoia Financial Advisors, LLC$1.3M1
411Dai-ichi Life Insurance Company, Ltd$1.3M1
412NATIXIS$1.3M1
413MATHER GROUP, LLC.$1.3M1
414Alphadyne Asset Management LP$1.2M1
415Ancora Advisors LLC$1.2M1
416LOM Asset Management Ltd$1.2M1
417GUGGENHEIM CAPITAL LLC$1.2M1
418FOX RUN MANAGEMENT, L.L.C.$1.2M1
419Lotus Technology Management, LP$1.2M1
420Aaron Wealth Advisors LLC$1.2M1
421Metis Global Partners, LLC$1.2M1
422Blueshift Asset Management, LLC$1.2M1
423MUFG Securities EMEA plc$1.2M1
424TCTC Holdings, LLC$1.2M1
425Legacy Capital Group California, Inc.$1.1M1
426BENJAMIN EDWARDS INC$1.1M1
427AGF MANAGEMENT LTD$1.1M1
428TICINO WEALTH$1.1M1
429Precision Wealth Strategies, LLC$1.1M1
430BROWN ADVISORY INC$1.1M1
431Vise Technologies, Inc.$1.1M1
432Legacy Wealth Asset Management, LLC$1.1M1
433MASTERINVEST Kapitalanlage GmbH$1.1M1
434BRANT POINT INVESTMENT MANAGEMENT LLC$1.1M1
435E. Ohman J:or Asset Management AB$1.1M1
436Inscription Capital, LLC$1.1M1
437WORLDQUANT MILLENNIUM ADVISORS LLC$1.1M1
438Lido Advisors, LLC$1.1M1
439Wealthstar Advisors, LLC$1.1M1
4401832 Asset Management L.P.$1.1M1
441Boltwood Capital Management$1.1M1
442Saudi Central Bank$1.1M1
443VICTORY FINANCIAL GROUP, LLC$1.1M1
444PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.1M1
445COLDSTREAM CAPITAL MANAGEMENT INC$1.1M1
446ABSHER WEALTH MANAGEMENT, LLC$1.0M1
447AE Wealth Management LLC$1.0M1
448Aster Capital Management (DIFC) Ltd$1.0M1
449Fortis Group Advisors, LLC$1.0M1
450CHOREO, LLC$1.0M1
451ROYAL LONDON ASSET MANAGEMENT LTD$1.0M1
452Apella Capital, LLC$1.0M1
453PRELUDE CAPITAL MANAGEMENT, LLC$996K1
454Stratos Investment Management, LLC$976K1
455AlphaCore Capital LLC$965K1
456FULLER & THALER ASSET MANAGEMENT, INC.$965K1
457MERIDIAN INVESTMENT COUNSEL INC.$960K1
458Brooklyn Investment Group$959K1
459Cresset Asset Management, LLC$947K1
460Private Advisor Group, LLC$931K1
461VestGen Advisors, LLC$928K1
462Perbak Capital Partners LLP$918K1
463Brevan Howard Capital Management LP$917K1
464NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$914K1
465CRAWFORD INVESTMENT COUNSEL INC$913K1
466Outlook Wealth Advisors, LLC$903K1
467Sigma Planning Corp$897K1
468WBI INVESTMENTS, LLC$893K1
469OPPENHEIMER & CO INC$888K1
470JOHNSON INVESTMENT COUNSEL INC$882K1
471NorthCrest Asset Manangement, LLC$879K1
472Avior Wealth Management, LLC$867K1
473THORNBURG INVESTMENT MANAGEMENT INC$865K1
474Storgate, LLC$861K1
475EARNED WEALTH ADVISORS, LLC$856K1
476Beacon Pointe Advisors, LLC$851K1
477LVW Advisors, LLC$846K1
4783Chopt Investment Partners, LLC$844K1
479AUXIER ASSET MANAGEMENT LLC$839K1
480AXXCESS WEALTH MANAGEMENT, LLC$835K1
481SAGESPRING WEALTH PARTNERS, LLC$833K1
482Clayton Financial Group LLC$831K1
483AZZAD ASSET MANAGEMENT INC /ADV$830K1
484Cambria Investment Management, L.P.$829K1
485GREENLEAF TRUST$826K1
486QUADRANT CAPITAL GROUP LLC$823K1
487DIVERSIFY WEALTH MANAGEMENT, LLC$818K1
488TEMA ETFS LLC$817K1
489ASSETMARK, INC$813K1
490GILDER GAGNON HOWE & CO LLC$811K1
491XXI WEALTH, LLC$805K1
492Curat Global, LLC$802K1
493Jacobi Capital Management LLC$798K1
494Cornerstone Select Advisors, LLC$796K1
495Deseret Mutual Benefit Administrators$792K1
496MUFG SECURITIES AMERICAS INC.$790K1
497Convergence Financial, LLC$787K1
498denkapparat Operations GmbH$786K1
499SBI Securities Co., Ltd.$784K1
500VestGen Investment Management$779K1
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 / 2 sell
Congress net ($ bound)−$99.0K 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 TPR

RETAINED WINDOW · ACTIVE HITS
Signal hits naming TPR
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2 hits

Every rule, with its definition →

Planned modules for TPR · financials and macro

Financials — as filed PLANNED

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