Public record / Tickers / TROW

TROW — PRICE T ROWE GROUP INC

Both disclosure regimes on one name: who in Congress filed about TROW, 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 TROW
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
04-03
filed 2026-04-03
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

Richard L. Hanna · $100K–$250K

Sale · traded 2014-10-15 → filed 2014-11-11. Ranked over every TROW row by the provable lower bound, never a point estimate.

1 member · 0 buys / 1 sells

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

5 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

2 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. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING TROW · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning TROW
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-04-03Kevin Hern R–OK-1Sale · JT (jointly owned)Traded 03-20 +14d$15K–$50K
2025-05-14Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 04-01 +43d$1K–$15K
2023-05-12Michael K. Simpson R–ID-2PurchaseTraded 2022-08-03 LATE·282d$15K–$50K
2022-11-10Tommy Tuberville R–ALSale · JT (jointly owned)Traded 10-05 +36d$1K–$15K
2021-09-15Kevin Hern R–OK-1Purchase · JT (jointly owned)Traded 07-07 LATE·70d$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 TROW

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing TROW 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.
Kevin Hern R–OK-11−$50.0K to −$15.0K1

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

Congress ↔ notable managers · TROW

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

Trimming
1 Gotham Asset Management $3.3M held

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

Merged timeline of congressional filings and notable-manager moves on TROW
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Fadd+12,835 sh
2026-05-15Gotham Asset Management 13Ftrim−848 sh
2026-05-14Caxton Associates 13Fnew+6,945 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 TROW for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.1B1
2STATE STREET CORP$1.3B1
3VANGUARD CAPITAL MANAGEMENT LLC$1.3B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$917M1
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC$596M1
6Invesco Ltd.$371M1
7MORGAN STANLEY$350M1
8FIRST TRUST ADVISORS LP$333M1
9NORTHERN TRUST CORP$277M1
10UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$237M1
11UBS Group AG$222M1
12DIMENSIONAL FUND ADVISORS LP$192M1
13AMERICAN CENTURY COMPANIES INC$169M1
14Legal & General Group Plc$152M1
15CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$150M1
16ProShare Advisors LLC$145M1
17Amundi$131M1
18L.K. Benson & Company, P.C.$126M1
19HSBC HOLDINGS PLC$119M1
20BANK OF AMERICA CORP /DE/$117M1
21Squarepoint Ops LLC$116M1
22VANGUARD FIDUCIARY TRUST CO$111M1
23DEUTSCHE BANK AG\$95.4M1
24Allianz Asset Management GmbH$95.1M1
25TWO SIGMA INVESTMENTS, LP$89.1M1
26HB Wealth Management, LLC$88.3M1
27BANK OF MONTREAL /CAN/$83.3M1
28FRANKLIN RESOURCES INC$81.4M1
29BNP Paribas Asset Management Holding S.A.$80.2M1
30VOLORIDGE INVESTMENT MANAGEMENT, LLC$77.2M1
31CITADEL ADVISORS LLC$70.3M1
32STIFEL FINANCIAL CORP$69.5M1
33Swiss Life Asset Management Ltd$68.4M1
34BARCLAYS PLC$67.1M1
35MILLENNIUM MANAGEMENT LLC$63.5M1
36WELLS FARGO & COMPANY/MN$62.9M1
37MARATHON CAPITAL MANAGEMENT$57.6M1
38Nuveen, LLC$56.0M1
39AQR CAPITAL MANAGEMENT LLC$53.9M1
40National Pension Service$53.8M1
41PFA Pension, Forsikringsaktieselskab$53.0M1
42CITIGROUP INC$51.8M1
43Mitsubishi UFJ Asset Management Co., Ltd.$48.8M1
44Vest Financial, LLC$47.6M1
45BROWN ADVISORY INC$46.3M1
46ASSETMARK, INC$45.9M1
47Fisher Asset Management, LLC$44.0M1
48Vanguard Global Advisers, LLC$43.3M1
49ANCHYRA PARTNERS LLC$41.7M1
50WORLDQUANT MILLENNIUM ADVISORS LLC$41.0M1
51NOMURA ASSET MANAGEMENT CO LTD$39.2M1
52VANGUARD ASSET MANAGEMENT, Ltd$38.8M1
53CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$37.9M1
54ROYAL BANK OF CANADA$37.8M1
55ALLIANCEBERNSTEIN L.P.$37.3M1
56DONALDSON CAPITAL MANAGEMENT, LLC$36.1M1
57VICTORY CAPITAL MANAGEMENT INC$34.7M1
58AE Wealth Management LLC$33.3M1
59ALPS ADVISORS INC$30.0M1
60Grantham, Mayo, Van Otterloo & Co. LLC$29.8M1
61FMR LLC$29.3M1
62MARKEL GROUP INC.$28.3M1
63Quantinno Capital Management LP$28.0M1
64MUFG Securities EMEA plc$26.2M1
65Arbejdsmarkedets Tillaegspension$25.7M1
66BANK OF NOVA SCOTIA$25.5M1
67HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$24.4M1
68PRINCIPAL FINANCIAL GROUP INC$23.8M1
69COMMONWEALTH EQUITY SERVICES, LLC$23.1M1
70RAYMOND JAMES FINANCIAL INC$22.8M1
71SCHRODER INVESTMENT MANAGEMENT GROUP$21.4M1
72Woodline Partners LP$20.9M1
73Zurcher Kantonalbank (Zurich Cantonalbank)$19.7M1
74Universal- Beteiligungs- und Servicegesellschaft mbH$19.6M1
75LPL Financial LLC$19.4M1
76Mirae Asset Global Investments Co., Ltd.$19.2M1
77STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$18.4M1
78ENVESTNET ASSET MANAGEMENT INC$18.4M1
79AVIVA PLC$17.7M1
80NATIONAL BANK OF CANADA /FI/$17.3M1
81Pictet Asset Management Holding SA$17.2M1
82Aberdeen Group plc$17.2M1
83SEI INVESTMENTS CO$16.9M1
84HighTower Advisors, LLC$16.8M1
85BLAIR WILLIAM & CO/IL$16.5M1
86FIRST CITIZENS BANK & TRUST CO$16.0M1
87GUGGENHEIM CAPITAL LLC$15.8M1
88Chevy Chase Trust Holdings, LLC$15.8M1
89GRIMES & Co WEALTH MANAGEMENT, LLC$15.7M1
90MACKENZIE FINANCIAL CORP$15.6M1
91Mitsubishi UFJ Trust & Banking Corp$15.1M1
92Envestnet Portfolio Solutions, Inc.$14.8M1
93CANADA PENSION PLAN INVESTMENT BOARD$14.6M1
94CWM, LLC$14.5M1
95Banco Santander, S.A.$14.0M1
96Cerity Partners LLC$13.5M1
97Fidelity National Financial, Inc.$13.3M1
98OSAIC HOLDINGS, INC.$12.8M1
99United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$12.7M1
100LBP AM SA$12.5M1
101MANUFACTURERS LIFE INSURANCE COMPANY, THE$12.1M1
102Moran Wealth Management, LLC$11.5M1
103CONGRESS ASSET MANAGEMENT CO$11.5M1
104TD ASSET MANAGEMENT INC$10.9M1
105KEYBANK NATIONAL ASSOCIATION/OH$10.7M1
106Connor, Clark & Lunn Investment Management Ltd.$10.6M1
107Corient Private Wealth LLC$10.6M1
108Korea Investment CORP$10.5M1
109STATE OF WISCONSIN INVESTMENT BOARD$10.5M1
110Meiji Yasuda Asset Management Co Ltd.$10.4M1
111Susquehanna Portfolio Strategies, LLC$10.2M1
112Vanguard Investments Australia, Ltd.$9.9M1
113Baird Financial Group, Inc.$9.6M1
114ROYAL LONDON ASSET MANAGEMENT LTD$9.5M1
115&PARTNERS$9.3M1
116Brookstone Capital Management$9.2M1
117M&T BANK CORP$9.0M1
118WELLINGTON MANAGEMENT GROUP LLP$8.9M1
119Creative Planning$8.8M1
120NORTH STAR ASSET MANAGEMENT INC$8.8M1
121Asset Management One Co., Ltd.$8.7M1
122CIBC Bancorp USA Inc.$8.7M1
123Illinois Municipal Retirement Fund$8.5M1
124APG Asset Management N.V.$8.4M1
125D.A. DAVIDSON & CO.$8.4M1
126HUNTINGTON NATIONAL BANK$8.1M1
127Resona Asset Management Co.,Ltd.$8.0M1
128Tredje AP-fonden$7.9M1
129TORONTO DOMINION BANK$7.9M1
130RENAISSANCE TECHNOLOGIES LLC$7.8M1
131Lafayette Investments, Inc.$7.7M1
132YOUSIF CAPITAL MANAGEMENT, LLC$7.7M1
133TCTC Holdings, LLC$7.6M1
134Windle Wealth, LLC$7.5M1
135LEVEL FOUR ADVISORY SERVICES, LLC$7.4M1
136Cornerstone Advisory, LLC$7.2M1
137PUBLIC SECTOR PENSION INVESTMENT BOARD$6.9M1
138Robeco Institutional Asset Management B.V.$6.9M1
139FIFTH THIRD BANCORP$6.9M1
140STOREBRAND ASSET MANAGEMENT AS$6.9M1
141Numerai GP LLC$6.6M1
142Cardinal Capital Management$6.6M1
143OLD NATIONAL BANCORP /IN/$6.5M1
144Wealthfront Advisers LLC$6.3M1
145State of New Jersey Common Pension Fund D$6.2M1
146AustralianSuper Pty Ltd$6.2M1
147FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$6.2M1
148Keystone Financial Planning, Inc.$6.2M1
149Advisors Asset Management, Inc.$6.1M1
150Lansforsakringar Fondforvaltning AB (publ)$6.0M1
151BENJAMIN EDWARDS INC$5.8M1
152Cresset Asset Management, LLC$5.6M1
153Cetera Investment Advisers$5.5M1
154Elo Mutual Pension Insurance Co$5.5M1
155STATE OF MICHIGAN RETIREMENT SYSTEM$5.4M1
156Czech National Bank$5.4M1
157Arizona State Retirement System$5.3M1
158KINTRA WEALTH, LLC$5.3M1
159Vanguard Personalized Indexing Management, LLC$5.3M1
160CIBC Asset Management Inc$5.1M1
161Ruffer LLP$5.1M1
162L. Roy Papp & Associates, LLP$5.0M1
163QRG CAPITAL MANAGEMENT, INC.$5.0M1
164SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.0M1
165Rafferty Asset Management, LLC$4.8M1
166SEB Asset Management AB$4.7M1
167O'SHAUGHNESSY ASSET MANAGEMENT, LLC$4.7M1
168US BANCORP \DE\$4.7M1
169Goelzer Investment Management, Inc.$4.7M1
170Swedbank AB$4.6M1
171NFJ INVESTMENT GROUP, LLC$4.6M1
172COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.6M1
173Robertson Stephens Wealth Management, LLC$4.6M1
174Capital Investment Counsel, Inc$4.5M1
175Pathstone Holdings, LLC$4.4M1
176AIMZ Investment Advisors, LLC$4.4M1
177Thrive Capital Management, LLC$4.3M1
178MML INVESTORS SERVICES, LLC$4.3M1
179WESTPAC BANKING CORP$4.3M1
180VOYA INVESTMENT MANAGEMENT LLC$4.2M1
181Eurizon Capital SGR S.p.A.$4.2M1
182SPRUCEGROVE INVESTMENT MANAGEMENT LTD$4.2M1
183Kestra Advisory Services, LLC$4.2M1
184Retirement Systems of Alabama$4.2M1
185COMMERCE BANK$4.2M1
186Man Group plc$4.2M1
187Taylor Hoffman Capital Management LLC$4.1M1
188MERCER GLOBAL ADVISORS INC /ADV$4.1M1
189CREDIT AGRICOLE S A$4.0M1
190Ensign Peak Advisors, Inc$4.0M1
191IFM Investors Pty Ltd$4.0M1
192PARK CIRCLE Co$4.0M1
193MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.9M1
194SALEM INVESTMENT COUNSELORS INC$3.9M1
195PEAK6 LLC$3.8M1
196Jain Global LLC$3.7M1
197Federation des caisses Desjardins du Quebec$3.7M1
198Arnhold LLC$3.7M1
199Investment Management Corp of Ontario$3.7M1
200USS Investment Management Ltd$3.6M1
201Kerusso Capital Management LLC$3.6M1
202XPONANCE LLC$3.5M1
203NewSquare Capital LLC$3.5M1
204Asset Advisors Investment Management, LLC$3.4M1
205Kinloch Capital, LLC$3.4M1
2061834 INVESTMENT ADVISORS CO$3.4M1
207Assenagon Asset Management S.A.$3.4M1
208Daiwa Securities Group Inc.$3.4M1
209TOTH FINANCIAL ADVISORY CORP$3.3M1
210Gotham Asset Management, LLC$3.3M1
211OMERS ADMINISTRATION Corp$3.3M1
212Utah Retirement Systems$3.2M1
213CIBC WORLD MARKET INC.$3.1M1
214WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.1M1
215Bridgewater Associates, LP$3.1M1
216AXQ CAPITAL, LP$3.1M1
217Stokes Family Office, LLC$3.1M1
218XTX Topco Ltd$3.0M1
219Candriam S.C.A.$2.9M1
220GROUP ONE TRADING LLC$2.9M1
221Rakuten Investment Management, Inc.$2.9M1
222Hedeker Wealth, LLC$2.9M1
223Independent Advisor Alliance$2.8M1
224Kintegral Advisory, LLC$2.8M1
225OPPENHEIMER & CO INC$2.8M1
226NEOS Investment Management LLC$2.8M1
227NewEdge Advisors, LLC$2.8M1
228Johnson Financial Group, Inc.$2.7M1
229NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.7M1
230NISSAY ASSET MANAGEMENT CORP /JAPAN$2.7M1
231Northwest & Ethical Investments L.P.$2.7M1
232BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.7M1
233ASR Vermogensbeheer N.V.$2.7M1
234Poehling Capital Management, INC.$2.7M1
235ADAGE CAPITAL PARTNERS GP, L.L.C.$2.6M1
236Sumitomo Mitsui DS Asset Management Company, Ltd$2.6M1
237Farringdon Capital, Ltd.$2.6M1
238Jefferies Financial Group Inc.$2.5M1
239Cherry Tree Wealth Management, LLC$2.5M1
240ALKEME WEALTH, LLC$2.5M1
241Zurich Insurance Group Ltd/FI$2.5M1
242Brooklyn Investment Group$2.5M1
243Leelyn Smith, LLC$2.5M1
244Kennondale Capital Management LLC$2.4M1
245New Age Alpha Advisors, LLC$2.4M1
246UniSuper Management Pty Ltd$2.4M1
247Janus Henderson Group Ltd.$2.4M1
248MACQUARIE GROUP LTD$2.3M1
249Hillman Capital Management, Inc.$2.3M1
250HENNESSY ADVISORS INC$2.3M1
251OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.3M1
252Focus Partners Wealth$2.3M1
253TWIN CAPITAL MANAGEMENT INC$2.2M1
254FOUNDATIONS INVESTMENT ADVISORS, LLC$2.1M1
255MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.1M1
256OP Asset Management Ltd$2.1M1
257Ridgewood Investments LLC$2.1M1
258Sigma Planning Corp$2.0M1
259NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.0M1
260NORDEA INVESTMENT MANAGEMENT AB$2.0M1
261Mutual Advisors, LLC$2.0M1
262Morningstar Investment Management LLC$2.0M1
263FORA Capital, LLC$1.9M1
264Bragg Financial Advisors, Inc$1.9M1
265Inlet Private Wealth, LLC$1.9M1
266Telos Capital Management, Inc.$1.9M1
267GATEWAY INVESTMENT ADVISERS LLC$1.9M1
268ASSOCIATED BANC-CORP$1.9M1
269Blackhawk Capital Partners, LLC$1.8M1
270Arax Advisory Partners$1.8M1
271Elevated Capital Advisors, LLC$1.8M1
272Robinson Value Management, Ltd.$1.8M1
273TOUNJIAN ADVISORY PARTNERS, LLC$1.8M1
274MSH Capital Advisors LLC$1.7M1
275PYA Waltman Capital, LLC$1.7M1
276Kestra Investment Management, LLC$1.7M1
277INTECH INVESTMENT MANAGEMENT LLC$1.7M1
278Donoghue Forlines LLC$1.7M1
279Columbia Asset Management$1.7M1
280INCEPTIONR LLC$1.6M1
281Tidal Investments LLC$1.6M1
282Unison Advisors LLC$1.6M1
283Atlantic Union Bankshares Corp$1.6M1
284United Asset Strategies, Inc.$1.6M1
285FIRST NATIONAL TRUST CO$1.6M1
286ALLEN WEALTH MANAGEMENT, LLC$1.6M1
287Trajan Wealth LLC$1.5M1
288TRUIST FINANCIAL CORP$1.5M1
289Barton Investment Management$1.5M1
290Insight Advisors, LLC/ PA$1.5M1
291Roundview Capital LLC$1.5M1
292SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$1.5M1
293PRUDENTIAL PLC$1.4M1
294Kesler, Norman & Wride, LLC$1.4M1
295Headlands Technologies LLC$1.4M1
296Oak Asset Management, LLC$1.4M1
297Verdence Capital Advisors LLC$1.4M1
298Walleye Capital LLC$1.4M1
299Greenspring Advisors, LLC$1.4M1
300Summit Trail Advisors, LLC$1.4M1
301Equitable Holdings, Inc.$1.4M1
302Aviance Capital Partners, LLC$1.4M1
303Vontobel Holding Ltd.$1.4M1
304Orion Porfolio Solutions, LLC$1.4M1
305PINNACLE ASSOCIATES LTD$1.4M1
306Lantz Financial LLC$1.3M1
307Private Advisor Group, LLC$1.3M1
308Sarasin & Partners LLP$1.3M1
309Sanctuary Advisors, LLC$1.3M1
310DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$1.3M1
311Confluence Wealth Services, Inc.$1.3M1
312Carnegie Investment Counsel$1.3M1
313Drucker Wealth 3.0, LLC$1.3M1
314Norinchukin Bank, The$1.2M1
315Metis Global Partners, LLC$1.2M1
316Manske Wealth Management$1.2M1
317WBI INVESTMENTS, LLC$1.2M1
318JOHNSON INVESTMENT COUNSEL INC$1.2M1
319Empowered Funds, LLC$1.2M1
320MIZUHO SECURITIES USA LLC$1.2M1
321Clearstead Advisors, LLC$1.2M1
322Siemens Fonds Invest GmbH$1.2M1
323Vident Advisory, LLC$1.2M1
324Hamrick Investment Counsel, llc$1.2M1
325Hennion & Walsh Asset Management, Inc.$1.2M1
326U.S. Capital Wealth Advisors, LLC$1.2M1
327Impact Partnership Wealth, LLC$1.1M1
328Arvest Bank Trust Division$1.1M1
329Allspring Global Investments Holdings, LLC$1.1M1
330SummitTX Capital, L.P.$1.1M1
331Merit Financial Group, LLC$1.1M1
332Ethic Inc.$1.1M1
333Ameritas Investment Partners, Inc.$1.1M1
334BROWN, LISLE/CUMMINGS, INC.$1.1M1
335RBO & CO LLC$1.1M1
336Centennial Wealth Advisory LLC$1.1M1
337Andrews Advisory Associates, LLC$1.1M1
338ROCKLAND TRUST CO$1.1M1
339B. Metzler seel. Sohn & Co. AG$1.1M1
340PROMETHIUM ADVISORS,LLC$1.0M1
341ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1.0M1
342MOGY JOEL R INVESTMENT COUNSEL INC$1.0M1
343Atria Investments, Inc$978K1
344LMR Partners LLP$969K1
345Maryland State Retirement & Pension System$963K1
346Ashton Thomas Private Wealth, LLC$962K1
347Thoma Capital Management LLC$960K1
348OSSIAM$959K1
349MAI Capital Management$958K1
350HALL CAPITAL MANAGEMENT CO INC$958K1
351Mork Capital Management, LLC$956K1
352Pinnacle Financial Partners, Inc.$954K1
353Osmosis Investment Management UK Ltd$952K1
354SteelPeak Wealth, LLC$948K1
355Forvis Mazars Wealth Advisors, LLC$930K1
356BEACON INVESTMENT ADVISORS LLC$919K1
357LOWE BROCKENBROUGH & CO INC$916K1
358DELTA FINANCIAL ADVISORS LLC$904K1
359Carnegie Lake Advisors LLC$901K1
360ALERUS FINANCIAL NA$898K1
361TCM Advisors, LLC$885K1
362Generali Asset Management SPA SGR$879K1
363Apollon Wealth Management, LLC$876K1
364Mariner, LLC$854K1
365Wealthcare Capital Partners, LLC$854K1
366Hills Bank & Trust Co$853K1
367Brindle & Bay Financial Advisors, LLC$844K1
368CAPITOLIS LIQUID GLOBAL MARKETS LLC$829K1
369RITHOLTZ WEALTH MANAGEMENT$827K1
370BRADLEY FOSTER & SARGENT INC/CT$823K1
371GHP Investment Advisors, Inc.$821K1
372Sequoia Financial Advisors, LLC$816K1
373UNITED CAPITAL FINANCIAL ADVISORS, LLC$815K1
374Principle Wealth Partners LLC$814K1
375TWIN FOCUS CAPITAL PARTNERS, LLC$811K1
376Summit Financial, LLC$804K1
377WINNACLE WEALTH LLC$802K1
378DAVENPORT & Co LLC$787K1
379Brevan Howard Capital Management LP$785K1
380CHOREO, LLC$783K1
381Sepio Capital, LP$775K1
382FIL Ltd$770K1
383NOMURA HOLDINGS INC$769K1
384Crossmark Global Holdings, Inc.$764K1
385Beacon Financial Advisory LLC$764K1
386Capital Investment Advisory Services, LLC$759K1
387ARVEST INVESTMENTS, INC.$758K1
388INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$754K1
389Wolfstich Capital, LLC$753K1
390Blume Capital Management, Inc.$750K1
391Wilmington Savings Fund Society, FSB$738K1
392Schonfeld Strategic Advisors LLC$728K1
393COLDSTREAM CAPITAL MANAGEMENT INC$723K1
394MOKAN Wealth Management Inc.$706K1
395Sylvest Advisors, LLC$697K1
396Empirical Finance, LLC$695K1
397Enhancing Capital LLC$690K1
398Live Oak Private Wealth LLC$685K1
399Waldron Private Wealth LLC$676K1
400Steward Partners Investment Advisory, LLC$672K1
401Deseret Mutual Benefit Administrators$664K1
402ABN AMRO INVESTMENT SOLUTIONS$661K1
403LVW Advisors, LLC$657K1
404Retirement Planning Co of New England, Inc.$656K1
405Premier Path Wealth Partners, LLC$647K1
406MCF Advisors LLC$638K1
407Pine Haven Investment Counsel, Inc$635K1
408TOKIO MARINE ASSET MANAGEMENT CO LTD$631K1
409NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$630K1
410Wealthcare Advisory Partners LLC$627K1
411BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$627K1
412CAXTON ASSOCIATES LLP$626K1
413NATIXIS$624K1
414Lido Advisors, LLC$619K1
415SouthState Bank Corp$611K1
416EXCHANGE TRADED CONCEPTS, LLC$606K1
417BURNEY CO/$605K1
418Weaver C. Barksdale & Associates, Inc.$598K1
419NORDEN GROUP LLC$595K1
420DAVIS R M INC$594K1
421Roehl & Yi Investment Advisors, LLC$590K1
422Empirical Asset Management, LLC$575K1
423AFFINITY INVESTMENT ADVISORS, LLC$571K1
424ACORN FINANCIAL ADVISORY SERVICES INC /ADV$571K1
425Cove Private Wealth, LLC$569K1
426Savant Capital, LLC$564K1
427North Dakota State Investment Board$563K1
428Ameritas Advisory Services, LLC$558K1
429Investors Research Corp$554K1
430Hilton Head Capital Partners, LLC$553K1
431Krane Funds Advisors LLC$552K1
432Ironvine Capital Partners, LLC$550K1
433JANE STREET GROUP, LLC$547K1
434STEPHENS INC /AR/$546K1
435Junk Investment Group, LLC$546K1
436International Private Wealth Advisors LLC$541K1
437Dai-ichi Life Insurance Company, Ltd$541K1
438Apex Wealth Management, LLC$537K1
439SECURIAN ASSET MANAGEMENT, INC$534K1
440Wealthspire Advisors, LLC$530K1
441Global X Japan Co., Ltd.$529K1
442Davis Investment Partners, LLC$518K1
443INTEGRITY ALLIANCE, LLC.$516K1
444Allworth Financial LP$515K1
445Hardy Reed LLC$515K1
446Abel Hall, LLC$513K1
447HM PAYSON & CO$510K1
448ZACKS INVESTMENT MANAGEMENT$503K1
449CFS Investment Advisory Services, LLC$494K1
450Laird Norton Wetherby Trust Company, LLC$476K1
451UMB Bank, n.a.$473K1
452SITTNER & NELSON, LLC$467K1
453Guinness Asset Management LTD$466K1
454Wynn Capital, LLC$464K1
455Jacobi Capital Management LLC$464K1
456JT Stratford LLC$458K1
457BOURNE LENT ASSET MANAGEMENT INC$457K1
458Caprock Group, LLC$456K1
459EVERGREEN CAPITAL MANAGEMENT LLC$456K1
460MALTESE CAPITAL MANAGEMENT LLC$451K1
461Eurizon SLJ Capital Ltd$448K1
462Oasis Advisors, LLC$447K1
463Walser Wealth Management Company, A Ltd Liability Co$447K1
464TOWNSQUARE CAPITAL LLC$445K1
465Tudor Financial Inc.$439K1
466Twelve Points Wealth Management LLC$437K1
467DAYMARK WEALTH PARTNERS, LLC$435K1
468FOCUSED ALPHA, LLC$433K1
469MOLLER WEALTH PARTNERS$433K1
470AlphaStar Capital Management, LLC$426K1
471MGO ONE SEVEN LLC$423K1
472REGIONS FINANCIAL CORP$422K1
473Callan Family Office, LLC$421K1
474J.W. COLE ADVISORS, INC.$420K1
475PRINCIPAL SECURITIES, INC.$418K1
476EP Wealth Advisors, LLC$413K1
477Triumph Capital Management$407K1
478Accurate Wealth Management, LLC$406K1
479SMITHBRIDGE ASSET MANAGEMENT INC/DE$406K1
480Westerkirk Capital Inc.$406K1
481State of Wyoming$400K1
482Engineers Gate Manager LP$399K1
483Bank Julius Baer & Co. Ltd, Zurich$397K1
484Aurora Investment Counsel$392K1
485Obermeyer Wealth Partners$390K1
486Venture Visionary Partners LLC$389K1
487CATALYST FINANCIAL PARTNERS LLC$384K1
488Truvestments Capital LLC$384K1
489Capital Management Associates, Inc$379K1
490Snowden Capital Advisors LLC$377K1
491Nautilus Advisors LLC$374K1
492Legato Capital Management LLC$371K1
493DENALI ADVISORS LLC$371K1
494Voleon Capital Management LP$369K1
495Larson Financial Group LLC$368K1
496Western Wealth Management, LLC$364K1
497NORTHCAPE WEALTH MANAGEMENT, LLC$364K1
498Center For Asset Management LLC$363K1
499BAMCO INC /NY/$361K1
500TEMA ETFS LLC$359K1
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)0 buy / 1 sell
Congress net ($ bound)−$50.0K 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 TROW

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for TROW · financials and macro

Financials — as filed PLANNED

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