Public record / Tickers / TRI

TRI — THOMSON REUTERS CORP /CAN/

Both disclosure regimes on one name: who in Congress filed about TRI, 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
2
all PTR rows naming TRI
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
03-16
filed 2022-03-16
13F holders
476
top-476 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

John H. Rutherford · $1.0K–$15.0K

Sale · traded 2022-02-17 → filed 2022-03-16. Ranked over every TRI row by the provable lower bound, never a point estimate.

No member disclosed TRI 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.

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

No dated TRI 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 TRI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning TRI
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2022-03-16John H. Rutherford R–FL-5SaleTraded 02-17 +27d$1K–$15K
2018-08-20John H. Rutherford R–FL-5PurchaseTraded 2017-07-17 LATE·399d$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 2 ↗

Members active in TRI

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

No member disclosed TRI in the trailing 12 months.

Congress ↔ notable managers · TRI

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 Bridgewater Associates $14.4M held
Trimming
1 Gotham Asset Management $1.4M held

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

Merged timeline of congressional filings and notable-manager moves on TRI
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Fnew+159,909 sh
2026-05-15Gotham Asset Management 13Ftrim−10,882 sh

2 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of TRI for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1Woodbridge CO LTD$27.1B1
2ROYAL BANK OF CANADA$819M1
31832 Asset Management L.P.$651M1
4BANK OF MONTREAL /CAN/$481M1
5TD ASSET MANAGEMENT INC$468M1
6TLT Family Holdco ULC$387M1
7VANGUARD CAPITAL MANAGEMENT LLC$337M1
8MORGAN STANLEY$294M1
9LCC Family Corp.$292M1
10FMR LLC$262M1
11Invesco Ltd.$227M1
12SEG Family Corp.$225M1
13GEODE CAPITAL MANAGEMENT, LLC$203M1
14Fiera Capital Corp$192M1
15NATIONAL BANK OF CANADA /FI/$166M1
16CANADA PENSION PLAN INVESTMENT BOARD$160M1
17MACKENZIE FINANCIAL CORP$157M1
18BANK OF AMERICA CORP /DE/$146M1
19FIRST TRUST ADVISORS LP$143M1
20MANUFACTURERS LIFE INSURANCE COMPANY, THE$135M1
21AGF MANAGEMENT LTD$130M1
22TD Waterhouse Canada Inc.$118M1
23BlackRock, Inc.$107M1
24VANGUARD FIDUCIARY TRUST CO$107M1
25DKRT Investments Corp.$90.3M1
26CIBC WORLD MARKET INC.$89.6M1
27CIBC Asset Management Inc$88.6M1
28Legal & General Group Plc$88.3M1
29STOREBRAND ASSET MANAGEMENT AS$84.8M1
30AQR CAPITAL MANAGEMENT LLC$56.3M1
31TORONTO DOMINION BANK$55.5M1
32MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$53.2M1
33BARCLAYS PLC$52.6M1
34ProShare Advisors LLC$50.7M1
35Vanguard Global Advisers, LLC$49.1M1
36PJT Investments Corp.$47.7M1
37Swiss National Bank$47.7M1
38Clearbridge Investments, LLC$45.0M1
39RAYMOND JAMES FINANCIAL INC$42.9M1
40MASSACHUSETTS FINANCIAL SERVICES CO /MA/$42.3M1
41HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$40.6M1
42BENJAMIN EDWARDS INC$38.9M1
43BCV Asset Management Inc.$38.4M1
44Pictet Asset Management Holding SA$37.3M1
45Bank of New York Mellon Corp$37.1M1
46TWO SIGMA INVESTMENTS, LP$36.7M1
47Amundi$36.0M1
48DEUTSCHE BANK AG\$35.1M1
49BANK OF NOVA SCOTIA$34.3M1
50UBS Group AG$33.7M1
51CHARLES SCHWAB INVESTMENT MANAGEMENT INC$33.0M1
52ENVESTNET ASSET MANAGEMENT INC$30.8M1
53Dixon Mitchell Investment Counsel Inc.$27.3M1
54Allianz Asset Management GmbH$25.0M1
55VANGUARD ASSET MANAGEMENT, Ltd$24.7M1
56Connor, Clark & Lunn Investment Management Ltd.$23.1M1
57SCOTIA CAPITAL INC.$23.0M1
58NEOS Investment Management LLC$21.5M1
59Zurcher Kantonalbank (Zurich Cantonalbank)$20.5M1
60DEARBORN PARTNERS LLC$20.3M1
61PICTON MAHONEY ASSET MANAGEMENT$19.5M1
62INTACT INVESTMENT MANAGEMENT INC.$18.7M1
63BNP Paribas Asset Management Holding S.A.$18.2M1
64Federation des caisses Desjardins du Quebec$17.9M1
65VICTORY CAPITAL MANAGEMENT INC$17.3M1
66NORTHERN TRUST CORP$16.7M1
67CITIGROUP INC$16.5M1
68Quadrature Capital Ltd$16.4M1
69STATE STREET CORP$16.2M1
70RENAISSANCE TECHNOLOGIES LLC$15.2M1
71STIFEL FINANCIAL CORP$14.9M1
72Bridgewater Associates, LP$14.4M1
73Trexquant Investment LP$14.2M1
74Aquatic Capital Management LLC$13.8M1
75Korea Investment CORP$12.6M1
76M&G Plc$12.5M1
77DIMENSIONAL FUND ADVISORS LP$12.3M1
78CITADEL ADVISORS LLC$12.2M1
79AVIVA PLC$12.2M1
80Nuveen, LLC$12.1M1
81WELLS FARGO & COMPANY/MN$11.8M1
82Heathbridge Capital Management Ltd.$11.8M1
83DAVIS-REA LTD.$11.3M1
84Rafferty Asset Management, LLC$11.0M1
85BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$10.2M1
86CIDEL ASSET MANAGEMENT INC$9.6M1
87APG Asset Management N.V.$9.6M1
88FIL Ltd$9.5M1
89Scheer, Rowlett & Associates Investment Management Ltd.$8.6M1
90Quantinno Capital Management LP$8.1M1
91Man Group plc$7.6M1
92GUGGENHEIM CAPITAL LLC$7.5M1
93FRANKLIN RESOURCES INC$7.2M1
94Vanguard Investments Australia, Ltd.$7.1M1
95Sumitomo Mitsui Trust Group, Inc.$6.7M1
96Stratos Wealth Partners, LTD.$6.6M1
97LOUISBOURG INVESTMENTS INC.$6.6M1
98BANK OF NOVA SCOTIA TRUST CO$6.1M1
99Addenda Capital Inc.$6.1M1
100NISSAY ASSET MANAGEMENT CORP /JAPAN$6.0M1
101Varma Mutual Pension Insurance Co$5.7M1
102Cerity Partners LLC$5.7M1
103SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.6M1
104ExodusPoint Capital Management, LP$5.4M1
105Y-Intercept (Hong Kong) Ltd$5.3M1
106Northwest & Ethical Investments L.P.$5.3M1
107NOMURA HOLDINGS INC$5.0M1
108Creative Planning$4.9M1
109UNITED CAPITAL FINANCIAL ADVISORS, LLC$4.7M1
110SIG North Trading, ULC$4.5M1
111STATE OF WISCONSIN INVESTMENT BOARD$4.5M1
112Aviso Financial Inc.$4.4M1
113SHELTON CAPITAL MANAGEMENT$4.4M1
114Vest Financial, LLC$4.3M1
115First National Bank of Mount Dora, Trust Investment Services$4.1M1
116LPL Financial LLC$3.9M1
117Candriam S.C.A.$3.9M1
118MILLENNIUM MANAGEMENT LLC$3.9M1
119COOPER INVESTORS PTY LTD$3.8M1
120Daiwa Securities Group Inc.$3.8M1
121CWM, LLC$3.7M1
122Baird Financial Group, Inc.$3.6M1
123AMERIPRISE FINANCIAL INC$3.6M1
124Bastion Asset Management Inc.$3.5M1
125Mitsubishi UFJ Asset Management Co., Ltd.$3.5M1
126Mariner, LLC$3.4M1
127Quantbot Technologies LP$3.4M1
128Alberta Investment Management Corp$3.2M1
129Numerai GP LLC$3.0M1
130HSBC HOLDINGS PLC$3.0M1
131Lansforsakringar Fondforvaltning AB (publ)$3.0M1
132WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.0M1
133Tower Research Capital LLC (TRC)$2.7M1
134PROFUND ADVISORS LLC$2.6M1
135Prosperity Consulting Group, LLC$2.5M1
136Rakuten Investment Management, Inc.$2.4M1
137PDT Partners, LLC$2.4M1
138RFG Advisory, LLC$2.4M1
139USS Investment Management Ltd$2.4M1
140Callahan Advisors, LLC$2.4M1
141Swiss Life Asset Management Ltd$2.3M1
142EFG International AG$2.3M1
143Drexel Morgan & Co.$2.2M1
144Lido Advisors, LLC$2.2M1
145CREDIT AGRICOLE S A$2.2M1
146JANE STREET GROUP, LLC$2.2M1
147Avanza Fonder AB$2.1M1
148ALLIANCEBERNSTEIN L.P.$2.0M1
149PUBLIC SECTOR PENSION INVESTMENT BOARD$2.0M1
150Guardian Partners Inc.$1.8M1
151INTECH INVESTMENT MANAGEMENT LLC$1.8M1
152Investment Management Corp of Ontario$1.7M1
153COMMONWEALTH EQUITY SERVICES, LLC$1.7M1
154Corient Private Wealth LLC$1.7M1
155BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.6M1
156Rodgers Brothers Inc.$1.5M1
157NOMURA ASSET MANAGEMENT CO LTD$1.5M1
158Generali Asset Management SPA SGR$1.5M1
159Norinchukin Bank, The$1.5M1
160Ameritas Investment Partners, Inc.$1.4M1
161Gotham Asset Management, LLC$1.4M1
162Laird Norton Wetherby Trust Company, LLC$1.4M1
163Utah Retirement Systems$1.4M1
164Alliance Wealth Advisors, LLC /UT$1.3M1
165Burkett Asset Management Ltd$1.3M1
166E Fund Management Co., Ltd.$1.3M1
167Janus Henderson Group Ltd.$1.2M1
168PKO Investment Management Joint-Stock Co$1.2M1
169GRIFFIN ASSET MANAGEMENT, INC.$1.1M1
170FORA Capital, LLC$1.1M1
171AMERICAN CENTURY COMPANIES INC$1.1M1
172ING GROEP NV$1.1M1
173D. E. Shaw & Co., Inc.$1.0M1
174Orion Porfolio Solutions, LLC$1.0M1
175Vanguard Personalized Indexing Management, LLC$1.0M1
176PARAGON CAPITAL MANAGEMENT INC$997K1
177Blueshift Asset Management, LLC$924K1
178NATIXIS$885K1
179Kestra Advisory Services, LLC$871K1
180WELLINGTON MANAGEMENT GROUP LLP$867K1
181PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$862K1
182CenterBook Partners LP$860K1
183Vise Technologies, Inc.$857K1
184OSAIC HOLDINGS, INC.$841K1
185Prospera Financial Services Inc$839K1
186Waterfront Wealth Inc.$835K1
187O'SHAUGHNESSY ASSET MANAGEMENT, LLC$832K1
188Purpose Unlimited Inc.$828K1
189Graham Capital Management, L.P.$810K1
190OPPENHEIMER & CO INC$804K1
191Sequoia Financial Advisors, LLC$793K1
192ASR Vermogensbeheer N.V.$789K1
193Sanctuary Advisors, LLC$763K1
194Headlands Technologies LLC$757K1
195LAZARD ASSET MANAGEMENT LLC$750K1
196Lombard Odier Asset Management (Switzerland) SA$739K1
197Ensign Peak Advisors, Inc$736K1
198ROYAL LONDON ASSET MANAGEMENT LTD$723K1
199Portside Wealth Group, LLC$714K1
200KESTRA PRIVATE WEALTH SERVICES, LLC$709K1
201US BANCORP \DE\$678K1
202Bristol Gate Capital Partners Inc.$674K1
203Coastal Bridge Advisors, LLC$672K1
204ICICI Prudential Asset Management Co Ltd$663K1
205Pathstone Holdings, LLC$660K1
206FORMULA GROWTH LTD$657K1
207Cetera Investment Advisers$646K1
208HighTower Advisors, LLC$628K1
209Metis Global Partners, LLC$628K1
210Charles Schwab Trust Co$605K1
211Dynamic Advisor Solutions LLC$590K1
212SIGNATUREFD, LLC$578K1
213Value Partners Investments Inc.$566K1
214Lee Financial Co$555K1
215Quilter Plc$554K1
216Concurrent Investment Advisors, LLC$553K1
217111 Capital$552K1
218TWO SIGMA SECURITIES, LLC$542K1
219Evelyn Partners Investment Management LLP$531K1
220JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$525K1
221Assenagon Asset Management S.A.$505K1
222Caprock Group, LLC$495K1
223Aaron Wealth Advisors LLC$478K1
224Tidal Investments LLC$476K1
225NewEdge Advisors, LLC$475K1
226CERTIOR FINANCIAL GROUP, LLC$449K1
227IEQ CAPITAL, LLC$448K1
228Sivia Capital Partners, LLC$443K1
229Savant Capital, LLC$433K1
230Arista Wealth Management, LLC$430K1
231NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$425K1
232Empower Advisory Group, LLC$418K1
233WINTON GROUP Ltd$414K1
234Ethic Inc.$408K1
235ABC ARBITRAGE SA$384K1
236FIDUCIARY TRUST CO$382K1
237Rockefeller Capital Management L.P.$380K1
238Ballentine Partners, LLC$380K1
239CastleKnight Management LP$378K1
240SIMPLEX TRADING, LLC$377K1
241XTX Topco Ltd$377K1
242MERCER GLOBAL ADVISORS INC /ADV$368K1
243NORDEN GROUP LLC$368K1
244Osmosis Investment Management UK Ltd$368K1
245Tyche Wealth Partners LLC$366K1
246MIZUHO MARKETS AMERICAS LLC$365K1
247FIRST BUSINESS FINANCIAL SERVICES, INC.$355K1
248Apollon Wealth Management, LLC$350K1
249Gibbs Wealth Management$349K1
250Farringdon Capital, Ltd.$348K1
251Wealthfront Advisers LLC$343K1
252UniSuper Management Pty Ltd$339K1
253EVERGREEN CAPITAL MANAGEMENT LLC$338K1
254Checchi Capital Advisers, LLC$336K1
255Tacita Capital Inc$335K1
256Brooklyn Investment Group$329K1
257CIBC Bancorp USA Inc.$327K1
258SilverOak Wealth Management LLC$313K1
259Voleon Capital Management LP$309K1
260DARA CAPITAL US, INC.$303K1
261Focus Partners Wealth$298K1
262FIRST NATIONAL BANK OF OMAHA$288K1
263Evelyn Partners Investment Management Services Ltd$287K1
264Vident Advisory, LLC$281K1
265RHUMBLINE ADVISERS$279K1
266&PARTNERS$273K1
267Walleye Trading LLC$267K1
268GUARDIAN CAPITAL LP$265K1
269WESTWOOD HOLDINGS GROUP INC$260K1
270PCM Encore, LLC$258K1
271Crossmark Global Holdings, Inc.$248K1
272Key FInancial Inc$248K1
273D.A. DAVIDSON & CO.$246K1
274KDT Advisors, LLC$245K1
275PAX Financial Group, LLC$236K1
276OPPENHEIMER ASSET MANAGEMENT INC.$233K1
277WORLDQUANT MILLENNIUM ADVISORS LLC$232K1
278Moors & Cabot, Inc.$223K1
279LANDAAS & CO /WI /ADV$221K1
280BOOTHBAY FUND MANAGEMENT, LLC$218K1
281TRUIST FINANCIAL CORP$213K1
282ANCHYRA PARTNERS LLC$209K1
283Retirement Investment Advisors, Inc.$207K1
284M&T BANK CORP$207K1
285DAVENPORT & Co LLC$207K1
286Everest Financial Group LLC$204K1
287MML INVESTORS SERVICES, LLC$201K1
288Wealth Enhancement Trust Services, Inc.$183K1
289Plato Investment Management Ltd$181K1
290Steward Partners Investment Advisory, LLC$177K1
291JPL Wealth Management, LLC$170K1
292Jackson, Grant Investment Advisers, Inc.$165K1
293E Fund Management (Hong Kong) Co., Ltd.$139K1
294Bayforest Capital Ltd$129K1
295Laurus Global Equity Management Inc.$114K1
296Physician Wealth Advisors, Inc.$99.8K1
297OSLO PENSJONSFORSIKRING AS$99.0K1
298Jefferies Financial Group Inc.$90.0K1
299MOTCO$89.8K1
300Walleye Capital LLC$88.0K1
301Manchester Capital Management LLC$85.8K1
302Advisors Asset Management, Inc.$85.7K1
303GHP Investment Advisors, Inc.$84.0K1
304Hillsdale Investment Management Inc.$81.8K1
305Financial Network Wealth Advisors LLC$81.3K1
306Cromwell Holdings LLC$74.8K1
307FIFTH THIRD BANCORP$74.1K1
308JONES FINANCIAL COMPANIES LLLP$73.1K1
309UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$68.1K1
310Caitong International Asset Management Co., Ltd$67.7K1
311Vanguard National Trust Co$57.0K1
312JNBA Financial Advisors$54.2K1
313Smartleaf Asset Management LLC$53.5K1
314Larson Financial Group LLC$48.9K1
315SBI Securities Co., Ltd.$42.4K1
316BEACON INVESTMENT ADVISORY SERVICES, INC.$42.2K1
317Financial Perspectives, Inc$36.0K1
318Evelyn Partners Investment Management (Europe) Ltd$35.3K1
319Spire Wealth Management$34.8K1
320TRUST CO OF TOLEDO NA /OH/$34.3K1
321Bank Julius Baer & Co. Ltd, Zurich$33.8K1
322Mirae Asset Global Investments Co., Ltd.$31.3K1
323NISA INVESTMENT ADVISORS, LLC$29.8K1
324Gold Investment Management Ltd.$27.6K1
325MONTAG A & ASSOCIATES INC$24.7K1
326Pinnacle Wealth Planning Services, Inc.$22.7K1
327ASSETMARK, INC$22.3K1
328Ankerstar Wealth, LLC$22.0K1
329Crewe Advisors LLC$20.6K1
330Cassaday & Co Wealth Management LLC$20.2K1
331Brown Shipley& Co Ltd$17.3K1
332True Wealth Design, LLC$16.7K1
333Asset Dedication, LLC$16.5K1
334Ancora Advisors LLC$13.7K1
335Measured Wealth Private Client Group, LLC$13.2K1
336TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$12.6K1
337Catalyst Capital Advisors LLC$11.4K1
338UMB Bank, n.a.$10.7K1
339Wall Street Financial Group, Inc.$10.2K1
340Blue Trust, Inc.$10.0K1
341ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$8.4K1
342Asset Management One Co., Ltd.$6.5K1
343Meramec Financial Planners, LLC$6.0K1
344Harvest Fund Management Co., Ltd$5.9K1
345Community Financial Services Group, LLC$5.3K1
346iA Global Asset Management Inc.$4.8K1
347Vestcor Inc$4.5K1
348Atlantic Union Bankshares Corp$4.3K1
349Murphy & Mullick Capital Management Corp$4.3K1
350MASECO LLP$4.2K1
351TD Capital Management LLC$4.0K1
352HRT FINANCIAL LP$3.1K1
353Optiver Holding B.V.$3.1K1
354Bell Investment Advisors, Inc$3.0K1
355DekaBank Deutsche Girozentrale$2.7K1
356Transamerica Financial Advisors, LLC$2.5K1
357Wilmington Savings Fund Society, FSB$2.2K1
358Scarborough Advisors, LLC$2.2K1
359Evelyn Partners Asset Management Ltd$2.1K1
360ALBION FINANCIAL GROUP /UT$1.5K1
361SHP Wealth Management$1.5K1
362Godfrey Financial Associates, Inc.$1.4K1
363AMERIFLEX GROUP, INC.$1.4K1
364GSA CAPITAL PARTNERS LLP$1.2K1
365NATIXIS ADVISORS, LLC$9931
366MV CAPITAL MANAGEMENT, INC.$9901
367CVA Family Office, LLC$9001
368Pacifica Partners Inc.$7211
369Virtu Financial LLC$5411
370INGALLS & SNYDER LLC$5041
371FINANCIAL CONSULATE, INC$3601
372ARMSTRONG ADVISORY GROUP, INC$3601
373TOBAM$3211
374BROWN, LISLE/CUMMINGS, INC.$2701
375DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$701
376Capital Analysts, LLC$31
377CX Institutional$31
378VANGUARD GROUP INC$01
379FIRST MANHATTAN CO. LLC.$01
380HARBOUR INVESTMENTS, INC.$01
381PDS Planning, Inc$01
382Clearstead Advisors, LLC$01
383HM PAYSON & CO$01
384GROUP ONE TRADING LLC$01
385BRADLEY FOSTER & SARGENT INC/CT$01
386MAI Capital Management$01
387CIBC WORLD MARKETS CORP$01
388VOYA INVESTMENT MANAGEMENT LLC$01
389PRINCIPAL FINANCIAL GROUP INC$01
390TRUST CO OF VERMONT$01
391GREENLEAF TRUST$01
392ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$01
393BALYASNY ASSET MANAGEMENT L.P.$01
394CIBC Private Wealth Group LLC$01
395Bangor Savings Bank$01
396Forvis Mazars Wealth Advisors, LLC$01
397NORGES BANK$01
398PRELUDE CAPITAL MANAGEMENT, LLC$01
399MACQUARIE GROUP LTD$01
400K.J. Harrison & Partners Inc$01
401CAPSTONE INVESTMENT ADVISORS, LLC$01
402GTS SECURITIES LLC$01
403Parkside Financial Bank & Trust$01
404Mitsubishi UFJ Trust & Banking Corp$01
405MONTRUSCO BOLTON INVESTMENTS INC.$01
406TWO SIGMA ADVISERS, LP$01
407Lombard Odier Asset Management (USA) Corp$01
408JCIC Asset Management Inc.$01
409SUMMIT SECURITIES GROUP LLC$01
410Skandinaviska Enskilda Banken AB (publ)$01
411Dynamic Technology Lab Private Ltd$01
412Twin Tree Management, LP$01
413Hilton Capital Management, LLC$01
414Allworth Financial LP$01
415VOLORIDGE INVESTMENT MANAGEMENT, LLC$01
416Private Advisor Group, LLC$01
417JFS WEALTH ADVISORS, LLC$01
418West Family Investments, Inc.$01
419Cumberland Partners Ltd$01
420Arax Advisory Partners$01
421Fullerton Fund Management Co Ltd.$01
422Penserra Capital Management LLC$01
423MUFG Securities EMEA plc$01
424Bridgewater Advisors Inc.$01
425FORSTA AP-FONDEN$01
426Westbourne Investment Advisors, Inc.$01
427QUADRANT CAPITAL GROUP LLC$01
428Clarius Group, LLC$01
429Schonfeld Strategic Advisors LLC$01
430CHOREO, LLC$01
431Omnia Family Wealth, LLC$01
432Meridian Wealth Management, LLC$01
433RITHOLTZ WEALTH MANAGEMENT$01
434Prana Capital Management, LP$01
435Bridgefront Capital, LLC$01
436Lester Murray Antman dba SimplyRich$01
437Neo Ivy Capital Management$01
438Qube Research & Technologies Ltd$01
439AIGEN INVESTMENT MANAGEMENT, LP$01
440Beacon Pointe Advisors, LLC$01
441Global Retirement Partners, LLC$01
442Laurel Wealth Advisors LLC$01
443Qsemble Capital Management, LP$01
444Net Worth Advisory Group$01
445Banque Cantonale Vaudoise$01
446OCCUDO QUANTITATIVE STRATEGIES LP$01
447State of Wyoming$01
448Impact Investors, Inc$01
449Addison Advisors LLC$01
450Ewing Morris & Co. Investment Partners Ltd.$01
451Timelo Investment Management Inc.$01
452YOUSIF CAPITAL MANAGEMENT, LLC$01
453Independent Wealth Network Inc.$01
454SageView Advisory Group, LLC$01
455Harvest Portfolios Group Inc.$01
456Triasima Portfolio Management inc.$01
457STF Management LP$01
458PFG Investments, LLC$01
459Compound Planning, Inc.$01
460SIH Partners, LLLP$01
461Grunden Financial Advisory, Inc.$01
462WealthCollab, LLC$01
463O'Domhnaill Enterprises, Inc.$01
464VISTA INVESTMENT PARTNERS LLC$01
465Jain Global LLC$01
466Havemeyer Place LP$01
467Capital Investment Counsel, LLC$01
468PROMETHIUM ADVISORS,LLC$01
469VISTA INVESTMENT PARTNERS II, LLC$01
470SummitTX Capital, L.P.$01
471Midwest Trust Co$01
472Munich Reinsurance Co Stock Corp in Munich$01
473Eurizon Capital SGR S.p.A.$01
474Timmons Wealth Management, LLC$01
475Storgate, LLC$01
476TritonPoint Partners, LLC$01
Truncated by Public Filings. The published aggregate ranks the top 476 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 TRI

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for TRI · financials and macro

Financials — as filed PLANNED

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