Public record / Tickers / TRMB

TRMB — TRIMBLE INC.

Both disclosure regimes on one name: who in Congress filed about TRMB, 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
23
all PTR rows naming TRMB
Members · 12m
2
1 buys · 4 sells · by trade date
Latest PTR
09-09
filed 2026-09-09
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

April McClain Delaney · $100K–$250K

Sale · traded 2026-08-25 → filed 2026-09-09. Ranked over every TRMB row by the provable lower bound, never a point estimate.

2 members · 1 buys / 4 sells

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

7 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 7 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING TRMB · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning TRMB
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-09April McClain Delaney D–MD-6Sale · DC (dependent-child-owned)Traded 08-25 +15d$100K–$250K
2026-06-08Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 05-15 +24d$1K–$15K
2026-05-08Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 04-14 +24d$1K–$15K
2026-02-02April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 01-29 +4d$1K–$15K
2026-02-02April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 01-28 +5d$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 23 ↗

Members active in TRMB

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing TRMB 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.
April McClain Delaney D–MD-63−$280K to −$102K2
Gilbert Ray Cisneros, Jr. D–CA-312−$14.0K to $14.0K2

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

Congress ↔ notable managers · TRMB

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

Congress · last 90 days

Buyers
0
Sellers
1 April McClain Delaney D–MD-6 $100K–$250K

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

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $30.3M held
Trimming
1 Bridgewater Associates $0 held

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

Merged timeline of congressional filings and notable-manager moves on TRMB
DateWhoChangeSize
2026-09-09April McClain Delaney CongressSale$100K–$250K
2026-05-15Gotham Asset Management 13Fadd+160,102 sh
2026-05-15Bridgewater Associates 13Fexit−36,848 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

full holders view ↗
Top institutional holders of TRMB for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.3B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.0B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$813M1
4STATE STREET CORP$704M1
5MORGAN STANLEY$659M1
6GENERATION INVESTMENT MANAGEMENT LLP$508M1
7GEODE CAPITAL MANAGEMENT, LLC$421M1
8WELLINGTON MANAGEMENT GROUP LLP$378M1
9Select Equity Group, L.P.$366M1
10Invesco Ltd.$321M1
11PRIMECAP MANAGEMENT CO/CA/$256M1
12Sumitomo Mitsui Trust Group, Inc.$245M1
13VICTORY CAPITAL MANAGEMENT INC$233M1
14UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$220M1
15MASSACHUSETTS FINANCIAL SERVICES CO /MA/$189M1
16Boston Partners$181M1
17FIL Ltd$165M1
18NORTHERN TRUST CORP$161M1
19AMERIPRISE FINANCIAL INC$160M1
20DIMENSIONAL FUND ADVISORS LP$156M1
21LAZARD ASSET MANAGEMENT LLC$150M1
22Legal & General Group Plc$147M1
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$143M1
24DEUTSCHE BANK AG\$123M1
25HSBC HOLDINGS PLC$123M1
26MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$118M1
27Contour Asset Management LLC$110M1
28SATURNA CAPITAL CORP$110M1
29ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$101M1
30Amundi$97.4M1
31RAYMOND JAMES FINANCIAL INC$94.1M1
32VANGUARD FIDUCIARY TRUST CO$87.1M1
33BANK OF AMERICA CORP /DE/$84.4M1
34Bank of New York Mellon Corp$79.1M1
35Nuveen, LLC$76.5M1
36UBS Group AG$74.4M1
37Altshuler Shaham Ltd$74.0M1
38No Street GP LP$73.4M1
39ArrowMark Colorado Holdings LLC$66.6M1
40BNP Paribas Asset Management Holding S.A.$65.9M1
41Amova Asset Management Americas, Inc.$65.7M1
42RENAISSANCE TECHNOLOGIES LLC$61.8M1
43AQR CAPITAL MANAGEMENT LLC$61.0M1
44STOREBRAND ASSET MANAGEMENT AS$60.2M1
45WELLS FARGO & COMPANY/MN$56.1M1
46D. E. Shaw & Co., Inc.$53.2M1
47WORLDQUANT MILLENNIUM ADVISORS LLC$51.4M1
48FMR LLC$49.2M1
49Candriam S.C.A.$46.1M1
50Swiss National Bank$45.6M1
51MILLENNIUM MANAGEMENT LLC$41.8M1
52Vontobel Holding Ltd.$39.0M1
53BARCLAYS PLC$38.8M1
54Robeco Institutional Asset Management B.V.$38.5M1
55Pictet Asset Management Holding SA$38.0M1
56Swedbank AB$36.1M1
57Mitsubishi UFJ Asset Management Co., Ltd.$35.6M1
58Vanguard Global Advisers, LLC$33.8M1
59RHUMBLINE ADVISERS$31.5M1
60Gotham Asset Management, LLC$30.3M1
61ROYAL BANK OF CANADA$29.8M1
62CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$28.8M1
63VANGUARD ASSET MANAGEMENT, Ltd$28.8M1
64Quantinno Capital Management LP$27.2M1
65GRANDFIELD & DODD, LLC$25.4M1
66ENVESTNET ASSET MANAGEMENT INC$25.0M1
67JUPITER ASSET MANAGEMENT LTD$24.8M1
68Foresight Group Ltd Liability Partnership$24.2M1
69Danica Pension, Livsforsikringsaktieselskab$24.2M1
70PRINCIPAL FINANCIAL GROUP INC$22.6M1
71CITADEL ADVISORS LLC$22.1M1
72JANE STREET GROUP, LLC$21.9M1
73ALLIANCEBERNSTEIN L.P.$21.4M1
74Universal- Beteiligungs- und Servicegesellschaft mbH$19.1M1
75EXCHANGE TRADED CONCEPTS, LLC$18.7M1
76CITIGROUP INC$18.2M1
77Focus Partners Wealth$17.7M1
78Aberdeen Group plc$17.5M1
79Assenagon Asset Management S.A.$17.5M1
80Railway Pension Investments Ltd$17.1M1
81TWO SIGMA INVESTMENTS, LP$16.8M1
82PINNACLE ASSOCIATES LTD$16.6M1
83STIFEL FINANCIAL CORP$16.0M1
84Clear Harbor Asset Management, LLC$15.5M1
85PFA Pension, Forsikringsaktieselskab$15.5M1
86Cornerstone Capital, Inc.$15.4M1
87Allianz Asset Management GmbH$15.3M1
88STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$14.4M1
89Tredje AP-fonden$14.1M1
90DANSKE BANK A/S$14.0M1
91ADAGE CAPITAL PARTNERS GP, L.L.C.$13.8M1
92BSW Wealth Partners$13.8M1
93TOCQUEVILLE ASSET MANAGEMENT L.P.$13.5M1
94ALTRINSIC GLOBAL ADVISORS LLC$13.5M1
95AVIVA PLC$13.4M1
96Asset Management One Co., Ltd.$13.3M1
97Telemark Asset Management, LLC$13.0M1
98FRANKLIN RESOURCES INC$11.5M1
99STATE OF WISCONSIN INVESTMENT BOARD$11.1M1
100NATIONAL BANK OF CANADA /FI/$10.6M1
101FIRST TRUST ADVISORS LP$10.6M1
102Badgley Phelps Wealth Managers, LLC$10.1M1
103Rockefeller Capital Management L.P.$9.9M1
104NEW YORK STATE COMMON RETIREMENT FUND$9.8M1
105PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$9.5M1
106KLP KAPITALFORVALTNING AS$9.4M1
107BANK OF MONTREAL /CAN/$9.2M1
108INVESTMENT HOUSE LLC$9.1M1
109J. Safra Sarasin Holding AG$8.9M1
110MANUFACTURERS LIFE INSURANCE COMPANY, THE$8.7M1
111Sumitomo Mitsui DS Asset Management Company, Ltd$8.5M1
112Varma Mutual Pension Insurance Co$8.3M1
113OPPENHEIMER & CO INC$8.2M1
114PRUDENTIAL FINANCIAL INC$8.0M1
115ROYAL LONDON ASSET MANAGEMENT LTD$8.0M1
116TRILLIUM ASSET MANAGEMENT, LLC$7.9M1
117Vanguard Investments Australia, Ltd.$7.8M1
118SEB Asset Management AB$7.8M1
119Point72 Asset Management, L.P.$7.8M1
120TD ASSET MANAGEMENT INC$7.7M1
121Chevy Chase Trust Holdings, LLC$7.6M1
122BLAIR WILLIAM & CO/IL$7.1M1
123Janus Henderson Group Ltd.$7.0M1
124EDMOND DE ROTHSCHILD HOLDING S.A.$7.0M1
125Zurcher Kantonalbank (Zurich Cantonalbank)$6.9M1
126APG Asset Management N.V.$6.9M1
127LPL Financial LLC$6.4M1
128Connor, Clark & Lunn Investment Management Ltd.$6.4M1
129FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$6.4M1
130Mitsubishi UFJ Trust & Banking Corp$6.4M1
131SEI INVESTMENTS CO$6.4M1
132Cerity Partners LLC$6.3M1
133Groupe la Francaise$5.9M1
134UNITED CAPITAL FINANCIAL ADVISORS, LLC$5.9M1
135Creative Planning$5.9M1
136S-Bank Fund Management Ltd$5.7M1
137CREDIT AGRICOLE S A$5.6M1
138XTX Topco Ltd$5.3M1
139NOMURA ASSET MANAGEMENT CO LTD$5.2M1
140ZACKS INVESTMENT MANAGEMENT$5.1M1
141L. Roy Papp & Associates, LLP$5.1M1
142Edgestream Partners, L.P.$5.1M1
143Eurizon Capital SGR S.p.A.$5.0M1
144Security National Bank$5.0M1
145State of New Jersey Common Pension Fund D$5.0M1
146Alpine Peaks Capital, LP$5.0M1
147BROWN ADVISORY INC$5.0M1
148Resona Asset Management Co.,Ltd.$4.9M1
149Lansforsakringar Fondforvaltning AB (publ)$4.9M1
150TORONTO DOMINION BANK$4.9M1
151Daiwa Securities Group Inc.$4.7M1
152DnB Asset Management AS$4.6M1
153Ulysses Management LLC$4.6M1
154AGF MANAGEMENT LTD$4.6M1
155Engineers Gate Manager LP$4.5M1
156Saranac Partners Ltd$4.4M1
157NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$4.4M1
158CIBC Bancorp USA Inc.$4.4M1
159FIFTH THIRD BANCORP$4.3M1
160Baker Avenue Asset Management, LP$4.2M1
161Czech National Bank$4.2M1
162SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.2M1
163Arizona State Retirement System$4.2M1
164IQ EQ FUND MANAGEMENT (IRELAND) Ltd$4.1M1
165STATE OF MICHIGAN RETIREMENT SYSTEM$4.1M1
166Rafferty Asset Management, LLC$3.9M1
167Pathstone Holdings, LLC$3.9M1
168Henshaw Capital LLC$3.9M1
169ABN AMRO INVESTMENT SOLUTIONS$3.9M1
170CIBC Asset Management Inc$3.7M1
171TRUIST FINANCIAL CORP$3.7M1
172Kestra Advisory Services, LLC$3.6M1
173WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.6M1
174Wealthfront Advisers LLC$3.6M1
175MetLife Investment Management, LLC$3.6M1
176COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.6M1
177UniSuper Management Pty Ltd$3.5M1
178MERCER GLOBAL ADVISORS INC /ADV$3.5M1
179Mirae Asset Global Investments Co., Ltd.$3.4M1
180Vanguard Personalized Indexing Management, LLC$3.4M1
181Retirement Systems of Alabama$3.3M1
182VOYA INVESTMENT MANAGEMENT LLC$3.2M1
183USS Investment Management Ltd$3.2M1
184Cetera Investment Advisers$3.2M1
185FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$3.1M1
186Munich Reinsurance Co Stock Corp in Munich$3.1M1
187IFM Investors Pty Ltd$3.1M1
188Vestmark Advisory Solutions, Inc.$3.1M1
189XPONANCE LLC$3.1M1
190Woodline Partners LP$3.0M1
191ProShare Advisors LLC$3.0M1
192OP Asset Management Ltd$2.9M1
193PUBLIC SECTOR PENSION INVESTMENT BOARD$2.8M1
194LMCG INVESTMENTS, LLC$2.7M1
195Inspire Investing, LLC$2.7M1
196CWM, LLC$2.7M1
197ESSEX INVESTMENT MANAGEMENT CO LLC$2.7M1
198Southeast Asset Advisors, LLC$2.6M1
199Swiss Life Asset Management Ltd$2.6M1
200Summit Trail Advisors, LLC$2.6M1
201Federation des caisses Desjardins du Quebec$2.6M1
202Utah Retirement Systems$2.5M1
203Farrow Financial, Inc.$2.5M1
204NewEdge Wealth, LLC$2.5M1
205SouthState Bank Corp$2.4M1
206Westside Investment Management, Inc.$2.4M1
207NEOS Investment Management LLC$2.4M1
208MACKENZIE FINANCIAL CORP$2.4M1
209NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.3M1
210Y-Intercept (Hong Kong) Ltd$2.3M1
211Tidal Investments LLC$2.3M1
212DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$2.3M1
213Rakuten Investment Management, Inc.$2.2M1
214Curi Capital, LLC$2.2M1
215BANK OF NOVA SCOTIA$2.2M1
216Orange Investment Advisors, Inc.$2.1M1
217BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.1M1
218MACQUARIE GROUP LTD$2.1M1
219NISSAY ASSET MANAGEMENT CORP /JAPAN$2.0M1
220BEACON INVESTMENT ADVISORY SERVICES, INC.$2.0M1
221CANADA PENSION PLAN INVESTMENT BOARD$1.9M1
222Merit Financial Group, LLC$1.9M1
223ASR Vermogensbeheer N.V.$1.9M1
224Advisors Asset Management, Inc.$1.9M1
225Callan Family Office, LLC$1.9M1
226AXQ CAPITAL, LP$1.9M1
227Schonfeld Strategic Advisors LLC$1.9M1
228NATIXIS$1.8M1
229Havemeyer Place LP$1.8M1
230B. Metzler seel. Sohn & Co. AG$1.8M1
231AIGEN INVESTMENT MANAGEMENT, LP$1.8M1
232Sanctuary Advisors, LLC$1.8M1
233OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.8M1
234Atlantic Union Bankshares Corp$1.8M1
235Ensign Peak Advisors, Inc$1.7M1
236Baird Financial Group, Inc.$1.7M1
237Grantham, Mayo, Van Otterloo & Co. LLC$1.7M1
238Board of the Pension Protection Fund$1.7M1
239Linden Thomas Advisory Services, LLC$1.7M1
240NISA INVESTMENT ADVISORS, LLC$1.7M1
241SANDLER CAPITAL MANAGEMENT$1.7M1
242HighTower Advisors, LLC$1.7M1
243Inspire Advisors, LLC$1.7M1
244MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.7M1
245Avanza Fonder AB$1.6M1
246Atria Investments, Inc$1.6M1
247YOUSIF CAPITAL MANAGEMENT, LLC$1.6M1
248Ethic Inc.$1.6M1
249Corient Private Wealth LLC$1.6M1
250BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.6M1
251OCCUDO QUANTITATIVE STRATEGIES LP$1.6M1
252NewEdge Advisors, LLC$1.5M1
253NORDEA INVESTMENT MANAGEMENT AB$1.5M1
254Sequoia Financial Advisors, LLC$1.5M1
255Opes Wealth Management LLC$1.5M1
256National Pension Service$1.5M1
257SHARPEPOINT LLC$1.5M1
258BW Gestao de Investimentos Ltda.$1.4M1
259OMERS ADMINISTRATION Corp$1.4M1
260Cannell & Spears LLC$1.4M1
261Trexquant Investment LP$1.4M1
262SCHRODER INVESTMENT MANAGEMENT GROUP$1.4M1
263Sepio Capital, LP$1.3M1
264ALPS ADVISORS INC$1.3M1
265Freestone Grove Partners LP$1.3M1
266Dynasty Wealth Management, LLC$1.3M1
267Union Bancaire Privee, UBP SA$1.3M1
268SITTNER & NELSON, LLC$1.3M1
269US BANCORP \DE\$1.3M1
270AMERICAN CAPITAL MANAGEMENT INC$1.2M1
271Brevan Howard Capital Management LP$1.2M1
272OSAIC HOLDINGS, INC.$1.2M1
273Meixler Investment Management, Ltd.$1.2M1
274Orion Porfolio Solutions, LLC$1.2M1
275EP Wealth Advisors, LLC$1.2M1
276PRELUDE CAPITAL MANAGEMENT, LLC$1.2M1
277Crossmark Global Holdings, Inc.$1.1M1
278Investment Management Corp of Ontario$1.1M1
279AIA Group Ltd$1.1M1
280ELEVATION POINT WEALTH PARTNERS, LLC$1.1M1
281LECAP ASSET MANAGEMENT LTD$1.1M1
282Rempart Asset Management Inc.$1.1M1
283COMMONWEALTH EQUITY SERVICES, LLC$1.1M1
284Qsemble Capital Management, LP$1.1M1
285Vident Advisory, LLC$1.1M1
286&PARTNERS$1.1M1
287Empowered Funds, LLC$1.1M1
288AlphaCore Capital LLC$1.0M1
289GUGGENHEIM CAPITAL LLC$1.0M1
290KENNEDY CAPITAL MANAGEMENT LLC$1.0M1
291Vinva Investment Management Ltd$1000K1
292Headlands Technologies LLC$990K1
293TT International Asset Management LTD$978K1
294HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$975K1
295COMMERCE BANK$969K1
296AE Wealth Management LLC$969K1
297EVENTIDE ASSET MANAGEMENT, LLC$962K1
298Norinchukin Bank, The$946K1
299MIZUHO SECURITIES USA LLC$938K1
300LBP AM SA$920K1
301Machina Capital S.A.S.$919K1
302Metis Global Partners, LLC$911K1
303MISSION WEALTH MANAGEMENT, LP$893K1
304HARTFORD INVESTMENT MANAGEMENT CO$891K1
305DAVENPORT & Co LLC$855K1
306Mariner, LLC$848K1
307FORA Capital, LLC$829K1
308Financial Plan, Inc.$815K1
309Allspring Global Investments Holdings, LLC$809K1
310QRG CAPITAL MANAGEMENT, INC.$806K1
311Maryland State Retirement & Pension System$806K1
312M&T BANK CORP$778K1
313ODDO BHF ASSET MANAGEMENT SAS$760K1
314EntryPoint Capital, LLC$753K1
315McLaughlin Asset Management, Inc.$753K1
316TOKIO MARINE ASSET MANAGEMENT CO LTD$742K1
317O'SHAUGHNESSY ASSET MANAGEMENT, LLC$736K1
318VCI Wealth Management LLC$735K1
319Korea Investment CORP$733K1
320Lido Advisors, LLC$700K1
321NOMURA HOLDINGS INC$693K1
322BENJAMIN EDWARDS INC$688K1
323Tower Research Capital LLC (TRC)$678K1
324Meeder Advisory Services, Inc.$675K1
325Cresset Asset Management, LLC$667K1
326180 WEALTH ADVISORS, LLC$660K1
327Pallas Capital Advisors LLC$658K1
328FULTON BANK, N.A.$655K1
329CHOREO, LLC$647K1
330MML INVESTORS SERVICES, LLC$644K1
331Rodgers Brothers Inc.$639K1
332MUFG Securities EMEA plc$637K1
333TWO SIGMA SECURITIES, LLC$636K1
334Hennion & Walsh Asset Management, Inc.$625K1
335RWC Asset Management LLP$619K1
336ASSETMARK, INC$605K1
337PRUDENTIAL PLC$604K1
338Avestar Capital, LLC$595K1
339Savant Capital, LLC$585K1
340SWP FINANCIAL LLC$581K1
341E. Ohman J:or Asset Management AB$574K1
342Saudi Central Bank$573K1
3431900 WEALTH MANAGEMENT LLC$571K1
344EVERGREEN CAPITAL MANAGEMENT LLC$569K1
345TWINBEECH CAPITAL LP$567K1
346McAdam, LLC$562K1
347FOX RUN MANAGEMENT, L.L.C.$555K1
348Lifeworks Advisors, LLC$555K1
349FIDUCIARY TRUST CO$553K1
350Apollon Wealth Management, LLC$531K1
351Independent Advisor Alliance$525K1
352Sterling Capital Management LLC$524K1
353Osmosis Investment Management UK Ltd$523K1
354Frec Markets, Inc.$517K1
355Davis Investment Partners, LLC$517K1
356EVOLVE PRIVATE WEALTH, LLC$514K1
357Procyon Advisors, LLC$508K1
358Fieldview Capital Management, LLC$497K1
359NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$497K1
360Advisory Alpha, LLC$493K1
361Frank, Rimerman Advisors LLC$483K1
362Abel Hall, LLC$475K1
363Krilogy Financial LLC$473K1
364D.B. Root & Company, LLC$464K1
365North Dakota State Investment Board$454K1
366Perbak Capital Partners LLP$451K1
367Bull Harbor Capital LLC$450K1
368Empirical Finance, LLC$450K1
369Summit Creek Advisors LLC$447K1
370Brooklyn Investment Group$446K1
371SAX WEALTH ADVISORS, LLC$446K1
372SCOTIA CAPITAL INC.$442K1
373MUFG SECURITIES AMERICAS INC.$429K1
374Beacon Pointe Advisors, LLC$422K1
375SECURIAN ASSET MANAGEMENT, INC$420K1
376Pine Haven Investment Counsel, Inc$417K1
377E Fund Management Co., Ltd.$413K1
378Bank Julius Baer & Co. Ltd, Zurich$413K1
379Squarepoint Ops LLC$413K1
380Robeco Schweiz AG$411K1
381CHILTON CAPITAL MANAGEMENT LLC$411K1
382One Wealth Advisors, LLC$407K1
383Sivia Capital Partners, LLC$401K1
384Physician Wealth Advisors, Inc.$394K1
385Martel Wealth Advisors LLC$391K1
386Smartleaf Asset Management LLC$391K1
387MGO ONE SEVEN LLC$390K1
388BOOTHBAY FUND MANAGEMENT, LLC$382K1
389Prospera Financial Services Inc$379K1
390Laird Norton Wetherby Trust Company, LLC$377K1
391EARNED WEALTH ADVISORS, LLC$376K1
392HB Wealth Management, LLC$372K1
393Phoenix Financial Ltd.$370K1
394MIRABELLA FINANCIAL SERVICES LLP$367K1
395Allworth Financial LP$351K1
396Fortune Financial Advisors, LLC$351K1
397BBR PARTNERS, LLC$337K1
398GATEWAY INVESTMENT ADVISERS LLC$337K1
399Chicago Partners Investment Group LLC$331K1
400Equitable Holdings, Inc.$328K1
401Aberdeen Wealth Management LLC$326K1
402Impact Capital Partners LLC$325K1
403LVW Advisors, LLC$323K1
404BALYASNY ASSET MANAGEMENT L.P.$314K1
405Walleye Capital LLC$311K1
406FOUNDATIONS INVESTMENT ADVISORS, LLC$306K1
407Plato Investment Management Ltd$306K1
408FSM Wealth Advisors, LLC$305K1
409Waverly Advisors, LLC$305K1
410Qtron Investments LLC$302K1
411Live Oak Private Wealth LLC$299K1
412QUADRANT CAPITAL GROUP LLC$298K1
413GTS SECURITIES LLC$297K1
414iSAM Funds (UK) Ltd$294K1
415Compagnie Lombard Odier SCmA$291K1
416OLD NATIONAL BANCORP /IN/$290K1
417Cadent Capital Advisors, LLC$290K1
418COLDSTREAM CAPITAL MANAGEMENT INC$288K1
419Cooper Financial Group$286K1
420WEALTH ALLIANCE, LLC$285K1
421DF DENT & CO INC$283K1
422Intesa Sanpaolo S.p.A.$282K1
423MQS Management LLC$280K1
424CLIFFORD SWAN INVESTMENT COUNSEL LLC$280K1
425Summit Financial, LLC$279K1
426Brookstone Capital Management$279K1
427TEMA ETFS LLC$273K1
428MONETA GROUP INVESTMENT ADVISORS LLC$271K1
429Steward Partners Investment Advisory, LLC$269K1
430Relyea Zuckerberg Hanson LLC$269K1
431NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$263K1
432Cladis Investment Advisory, LLC$261K1
433Cetera Trust Company, N.A$248K1
434GENESIS PRIVATE WEALTH, LLC$247K1
435SIGNATUREFD, LLC$247K1
436Hills Bank & Trust Co$240K1
437Numerai GP LLC$240K1
438Leonteq Securities AG$240K1
439KEYBANK NATIONAL ASSOCIATION/OH$239K1
440OSLO PENSJONSFORSIKRING AS$238K1
441Turtle Creek Wealth Advisors, LLC$238K1
442M&G Plc$238K1
443Bridgefront Capital, LLC$237K1
444INTECH INVESTMENT MANAGEMENT LLC$235K1
445TEACHER RETIREMENT SYSTEM OF TEXAS$235K1
446Wedmont Private Capital$234K1
447Simplicity Wealth,LLC$231K1
448AMERICAN CENTURY COMPANIES INC$226K1
449DRW Securities, LLC$225K1
450Vise Technologies, Inc.$223K1
451Siemens Fonds Invest GmbH$223K1
452Lombard Odier Asset Management (Switzerland) SA$220K1
453Advisors Capital Management, LLC$217K1
454Compound Planning, Inc.$215K1
455Calamos Advisors LLC$213K1
456Calamos Wealth Management LLC$213K1
457Choate Investment Advisors$210K1
458PANAGORA ASSET MANAGEMENT INC$203K1
459Dorsey & Whitney Trust CO LLC$203K1
460Koshinski Asset Management, Inc.$203K1
461PATTON FUND MANAGEMENT, INC.$201K1
462MAI Capital Management$191K1
463INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$189K1
464CVA Family Office, LLC$179K1
465Livforsakringsbolaget Skandia, Omsesidigt$178K1
466Banque Cantonale Vaudoise$177K1
467SBI Okasan Asset Management Co.Ltd.$175K1
468Avalon Trust Co$151K1
469CASTLEARK MANAGEMENT LLC$141K1
470TD Waterhouse Canada Inc.$141K1
471Ameritas Investment Partners, Inc.$139K1
472Larson Financial Group LLC$132K1
473JONES FINANCIAL COMPANIES LLLP$132K1
474Wilmington Savings Fund Society, FSB$129K1
475State of Wyoming$124K1
476Annis Gardner Whiting Capital Advisors, LLC$124K1
477UMB Bank, n.a.$124K1
478ENTRUST FINANCIAL LLC$103K1
479True Wealth Design, LLC$87.3K1
480Parvin Asset Management, LLC$83.8K1
481MATHER GROUP, LLC.$82.2K1
482Blue Trust, Inc.$79.6K1
483TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$76.3K1
484Clearstead Advisors, LLC$75.8K1
485Spire Wealth Management$74.5K1
486Orion Capital Management LLC$71.8K1
487THRIVENT FINANCIAL FOR LUTHERANS$69.5K1
488AMERIFLEX GROUP, INC.$69.4K1
489FEDERATED HERMES, INC.$66.7K1
490Arax Advisory Partners$62.3K1
491Twin Tree Management, LP$59.8K1
492Blume Capital Management, Inc.$55.4K1
493Cromwell Holdings LLC$55.3K1
494HM PAYSON & CO$48.7K1
495Knuff & Co LLC$45.7K1
496MEEDER ASSET MANAGEMENT INC$44.6K1
497Intesa Sanpaolo Wealth Management$43.7K1
498Parkside Financial Bank & Trust$43.1K1
499CYBER HORNET ETFs LLC$42.7K1
500Evelyn Partners Investment Management LLP$42.4K1
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 / 4 sell
Congress net ($ bound)−$294K to −$88.0K
Filers net (actions)not in build
Filers net ($ 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 TRMB

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for TRMB · financials and macro

Financials — as filed PLANNED

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