Public record / Tickers / TRP

TRP — TC ENERGY CORP

Both disclosure regimes on one name: who in Congress filed about TRP, 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
32
all PTR rows naming TRP
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-20
filed 2025-08-20
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

Trott, David A. · $15.0K–$50.0K

Sale · traded 2018-12-06 → filed 2019-01-08. Ranked over every TRP row by the provable lower bound, never a point estimate.

No member disclosed TRP 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.

7 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 TRP · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning TRP
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-20Ritchie Torres D–NY-15SaleTraded 07-11 +40d$1K–$15K
2025-08-20Ritchie Torres D–NY-15PurchaseTraded 04-09 LATE·133d$1K–$15K
2024-08-06David P. Joyce R–OH-14SaleTraded 2023-06-23 LATE·410d$1K–$15K
2021-05-02Perdue , Jr, David A Sale · JT (jointly owned)Traded 2020-04-15 LATE·382d$1K–$15Kamendment pending
2021-05-02Perdue , Jr, David A Purchase · JT (jointly owned)Traded 2020-04-06 LATE·391d$1K–$15Kamendment pending
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 32 ↗

Members active in TRP

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

No member disclosed TRP in the trailing 12 months.

Congress ↔ notable managers · TRP

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
0 $0 held
Trimming
1 Gotham Asset Management $280K held

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

Merged timeline of congressional filings and notable-manager moves on TRP
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Ftrim−28,526 sh

1 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 TRP for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1ROYAL BANK OF CANADA$5.6B1
2BANK OF MONTREAL /CAN/$3.4B1
3Capital Research Global Investors$2.8B1
4VANGUARD CAPITAL MANAGEMENT LLC$1.8B1
5FIL Ltd$1.7B1
61832 Asset Management L.P.$1.4B1
7TD ASSET MANAGEMENT INC$1.4B1
8CANADA PENSION PLAN INVESTMENT BOARD$1.1B1
9GQG Partners LLC$1.1B1
10DEUTSCHE BANK AG\$978M1
11CIBC WORLD MARKET INC.$958M1
12TORONTO DOMINION BANK$852M1
13Connor, Clark & Lunn Investment Management Ltd.$816M1
14MACKENZIE FINANCIAL CORP$800M1
15GEODE CAPITAL MANAGEMENT, LLC$663M1
16NATIONAL BANK OF CANADA /FI/$641M1
17TD Waterhouse Canada Inc.$635M1
18CIBC Asset Management Inc$582M1
19SCOTIA CAPITAL INC.$574M1
20VANGUARD FIDUCIARY TRUST CO$572M1
21Clearbridge Investments, LLC$560M1
22DODGE & COX$557M1
23MORGAN STANLEY$540M1
24Legal & General Group Plc$540M1
25BANK OF NOVA SCOTIA$525M1
26Federation des caisses Desjardins du Quebec$497M1
27Capital World Investors$476M1
28Vanguard Global Advisers, LLC$457M1
29Blackstone Inc.$402M1
30AMERICAN CENTURY COMPANIES INC$357M1
31HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$354M1
32MANUFACTURERS LIFE INSURANCE COMPANY, THE$315M1
33KAYNE ANDERSON CAPITAL ADVISORS LP$302M1
34THORNBURG INVESTMENT MANAGEMENT INC$295M1
35Amundi$288M1
36MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$278M1
37CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$257M1
38Alberta Investment Management Corp$251M1
39BANK OF AMERICA CORP /DE/$245M1
40Capital International Investors$222M1
41Swiss National Bank$219M1
42CHARLES SCHWAB INVESTMENT MANAGEMENT INC$186M1
43BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$181M1
44FEDERATED HERMES, INC.$177M1
45BlackRock, Inc.$158M1
46Cardinal Capital Management, Inc.$158M1
47OMERS ADMINISTRATION Corp$136M1
48Invesco Ltd.$134M1
49WESTWOOD HOLDINGS GROUP INC$134M1
50PICTON MAHONEY ASSET MANAGEMENT$129M1
51DIMENSIONAL FUND ADVISORS LP$122M1
52VANGUARD ASSET MANAGEMENT, Ltd$122M1
53WELLS FARGO & COMPANY/MN$121M1
54FRANKLIN RESOURCES INC$111M1
55TWO SIGMA INVESTMENTS, LP$110M1
56BROOKFIELD Corp /ON/$109M1
57Nuveen, LLC$107M1
58DUFF & PHELPS INVESTMENT MANAGEMENT CO$102M1
59Janus Henderson Group Ltd.$94.6M1
60UBS Group AG$91.7M1
61AGF MANAGEMENT LTD$87.9M1
62Maryland State Retirement & Pension System$87.0M1
63ENVESTNET ASSET MANAGEMENT INC$84.0M1
64CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$80.2M1
65Addenda Capital Inc.$80.0M1
66RAYMOND JAMES FINANCIAL INC$76.3M1
67EXCHANGE TRADED CONCEPTS, LLC$66.3M1
68BARCLAYS PLC$66.1M1
69Qube Research & Technologies Ltd$65.4M1
70Vontobel Holding Ltd.$63.3M1
71Vanguard Investments Australia, Ltd.$63.2M1
72PUBLIC SECTOR PENSION INVESTMENT BOARD$59.1M1
73LPL Financial LLC$58.4M1
74M&G Plc$57.4M1
75Bank of New York Mellon Corp$56.7M1
76AVIVA PLC$56.0M1
77NORTHERN TRUST CORP$55.9M1
78Energy Income Partners, LLC$55.4M1
79BANK OF NOVA SCOTIA TRUST CO$54.9M1
80Scheer, Rowlett & Associates Investment Management Ltd.$50.2M1
81CITADEL ADVISORS LLC$45.8M1
82FIRST TRUST ADVISORS LP$45.1M1
83MASSACHUSETTS FINANCIAL SERVICES CO /MA/$44.9M1
84Yaupon Capital Management LP$43.2M1
85Fractal Investments LLC$40.6M1
86MILLENNIUM MANAGEMENT LLC$40.1M1
87Point72 Asset Management, L.P.$34.8M1
88Allianz Asset Management GmbH$33.8M1
89NEOS Investment Management LLC$29.7M1
90INTACT INVESTMENT MANAGEMENT INC.$28.6M1
91VOLORIDGE INVESTMENT MANAGEMENT, LLC$28.3M1
92BRADLEY FOSTER & SARGENT INC/CT$27.7M1
93Capital International, Inc./CA/$27.6M1
94CIBC Bancorp USA Inc.$24.7M1
95Pictet Asset Management Holding SA$24.3M1
96Coleford Investment Management Ltd.$22.6M1
97Zurcher Kantonalbank (Zurich Cantonalbank)$21.5M1
98HighTower Advisors, LLC$21.2M1
99STATE OF WISCONSIN INVESTMENT BOARD$20.5M1
100BALYASNY ASSET MANAGEMENT L.P.$19.9M1
101Harvest Portfolios Group Inc.$19.9M1
102Northwest & Ethical Investments L.P.$19.7M1
103SIR Capital Management, L.P.$19.3M1
104Covalis Capital LLP$18.8M1
105Aviso Financial Inc.$18.7M1
106Heathbridge Capital Management Ltd.$18.3M1
107Catalyst Capital Advisors LLC$17.7M1
108GUARDIAN CAPITAL LP$17.6M1
109D. E. Shaw & Co., Inc.$17.1M1
110Purpose Unlimited Inc.$17.0M1
111STIFEL FINANCIAL CORP$16.7M1
112Greenline Partners, LLC$16.3M1
113Cardinal Point Capital Management ULC$15.8M1
114Man Group plc$15.8M1
115Midwest Trust Co$15.4M1
116Lansforsakringar Fondforvaltning AB (publ)$15.1M1
117Fiera Capital Corp$14.3M1
118Varma Mutual Pension Insurance Co$13.4M1
119SIG North Trading, ULC$13.2M1
120TRUIST FINANCIAL CORP$13.0M1
121Trexquant Investment LP$12.9M1
122BNP Paribas Asset Management Holding S.A.$12.8M1
123Lorne Steinberg Wealth Management Inc.$12.7M1
124Korea Investment CORP$11.8M1
125Guardian Partners Inc.$11.7M1
126Bell Bank$11.3M1
127HSBC HOLDINGS PLC$10.9M1
128SUSQUEHANNA INTERNATIONAL GROUP, LLP$10.9M1
129USS Investment Management Ltd$10.9M1
130Sourcerock Group LLC$10.4M1
131ALLIANZ SE$10.3M1
132Guinness Asset Management LTD$10.3M1
133EAGLE GLOBAL ADVISORS LLC$10.2M1
134Cinctive Capital Management LP$10.0M1
135PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$10.0M1
136Engineers Gate Manager LP$9.7M1
137Hillsdale Investment Management Inc.$9.6M1
138Quantinno Capital Management LP$9.3M1
139Investment Management Corp of Ontario$9.3M1
140Cetera Investment Advisers$9.2M1
141Allspring Global Investments Holdings, LLC$8.8M1
142Vident Advisory, LLC$8.6M1
143&PARTNERS$8.2M1
144Metis Global Partners, LLC$8.1M1
145PRINCIPAL FINANCIAL GROUP INC$8.0M1
146Ruffer LLP$7.7M1
147Capital Group Private Client Services, Inc.$7.5M1
148ProShare Advisors LLC$7.3M1
149Utah Retirement Systems$7.1M1
150Mariner, LLC$7.1M1
151ASSETMARK, INC$7.0M1
152AQR CAPITAL MANAGEMENT LLC$6.7M1
153JANE STREET GROUP, LLC$6.5M1
154Advisors Asset Management, Inc.$6.4M1
155Cannell & Spears LLC$6.1M1
156ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$5.9M1
157COMMONWEALTH EQUITY SERVICES, LLC$5.8M1
158INFRASTRUCTURE CAPITAL ADVISORS, LLC$5.7M1
159Swiss Life Asset Management Ltd$5.7M1
160ALLIANCEBERNSTEIN L.P.$5.6M1
161Bleakley Financial Group, LLC$5.5M1
162CITIGROUP INC$5.4M1
163US BANCORP \DE\$5.4M1
164BCV Asset Management Inc.$5.3M1
165HF Advisory Group, LLC$5.2M1
166DAVENPORT & Co LLC$5.2M1
167NATIXIS$5.2M1
168Mediolanum International Funds Ltd$5.2M1
169OSAIC HOLDINGS, INC.$5.0M1
170Americana Partners, LLC$4.9M1
171Aventail Capital Group, LP$4.9M1
172O'SHAUGHNESSY ASSET MANAGEMENT, LLC$4.9M1
173MML INVESTORS SERVICES, LLC$4.8M1
174EVENTIDE ASSET MANAGEMENT, LLC$4.3M1
175K.J. Harrison & Partners Inc$4.2M1
176Tacita Capital Inc$4.1M1
177CASTLEARK MANAGEMENT LLC$4.1M1
178BAXTER BROS INC$4.0M1
179ASR Vermogensbeheer N.V.$3.9M1
180L & S Advisors Inc$3.8M1
181EVERGREEN CAPITAL MANAGEMENT LLC$3.8M1
182WELLINGTON MANAGEMENT GROUP LLP$3.7M1
183apricus wealth, LLC$3.6M1
184Fideuram Asset Management (Ireland) dac$3.6M1
185Sovereign Investment Advisors, LLC$3.5M1
186Creative Planning$3.4M1
187Union Bancaire Privee, UBP SA$3.4M1
188FMR LLC$3.3M1
189Empowered Funds, LLC$3.2M1
190VICTORY CAPITAL MANAGEMENT INC$3.1M1
191EFG International AG$3.0M1
192NewEdge Advisors, LLC$2.8M1
193Atria Investments, Inc$2.7M1
194CHELSEA COUNSEL CO$2.7M1
195PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$2.7M1
196Sanctuary Advisors, LLC$2.7M1
197ROYAL LONDON ASSET MANAGEMENT LTD$2.7M1
198Capital International Sarl$2.5M1
199Hudson Bay Capital Management LP$2.5M1
200MILFORD FUNDS LTD$2.5M1
201INTECH INVESTMENT MANAGEMENT LLC$2.5M1
202Ewing Morris & Co. Investment Partners Ltd.$2.5M1
203Lombard Odier Asset Management (Switzerland) SA$2.4M1
204SEI INVESTMENTS CO$2.4M1
205Aperture Investors, LLC$2.4M1
206BOOTHBAY FUND MANAGEMENT, LLC$2.4M1
207Cerity Partners LLC$2.3M1
208Ensign Peak Advisors, Inc$2.3M1
209Sumitomo Mitsui Trust Group, Inc.$2.2M1
210VIEWPOINT INVESTMENT PARTNERS CORP$2.1M1
211BENJAMIN EDWARDS INC$2.1M1
212FULTON BANK, N.A.$2.1M1
213DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$2.1M1
214Corient Private Wealth LLC$2.1M1
215TECTONIC ADVISORS LLC$2.1M1
216Assenagon Asset Management S.A.$2.0M1
217FOUNDATIONS INVESTMENT ADVISORS, LLC$2.0M1
218Quantbot Technologies LP$2.0M1
219WORLDQUANT MILLENNIUM ADVISORS LLC$1.9M1
220Raleigh Capital Management Inc.$1.9M1
221UniSuper Management Pty Ltd$1.8M1
222STABLEFORD CAPITAL II LLC$1.7M1
223JRM Investment Counsel, LLC$1.7M1
224GUGGENHEIM CAPITAL LLC$1.7M1
225AMERIPRISE FINANCIAL INC$1.7M1
226Royal Fund Management, LLC$1.6M1
227Inspire Advisors, LLC$1.5M1
228SIGNATUREFD, LLC$1.5M1
229IEQ CAPITAL, LLC$1.5M1
230Generali Asset Management SPA SGR$1.5M1
231BURNEY CO/$1.5M1
232Verdence Capital Advisors LLC$1.5M1
233RITHOLTZ WEALTH MANAGEMENT$1.4M1
234Candriam S.C.A.$1.4M1
235Envestnet Portfolio Solutions, Inc.$1.4M1
236KESTRA PRIVATE WEALTH SERVICES, LLC$1.4M1
237EVERETT HARRIS & CO /CA/$1.4M1
238BTG Pactual Asset Management US LLC$1.4M1
239Crossmark Global Holdings, Inc.$1.3M1
240ALPS ADVISORS INC$1.3M1
241ELEVATION POINT WEALTH PARTNERS, LLC$1.3M1
242Pathstone Holdings, LLC$1.3M1
243PINNACLE ASSOCIATES LTD$1.3M1
244IMC-Chicago, LLC$1.3M1
245JACKSON SQUARE CAPITAL, LLC$1.3M1
246WEALTH ALLIANCE, LLC$1.3M1
247Sequoia Financial Advisors, LLC$1.2M1
248Argyle Capital Management, LLC$1.2M1
249D.A. DAVIDSON & CO.$1.2M1
250WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.2M1
251GLENMEDE TRUST CO NA$1.2M1
252Compound Planning, Inc.$1.2M1
253Rockefeller Capital Management L.P.$1.2M1
254Orion Porfolio Solutions, LLC$1.1M1
255CIDEL ASSET MANAGEMENT INC$1.1M1
256Moors & Cabot, Inc.$1.1M1
257Laird Norton Wetherby Trust Company, LLC$1.1M1
258Turtle Creek Wealth Advisors, LLC$1.1M1
259Equitable Holdings, Inc.$1.1M1
260CREDIT AGRICOLE S A$1.1M1
261Kestra Advisory Services, LLC$1.1M1
262Walleye Trading LLC$1.0M1
263Focus Partners Wealth$990K1
264Souders Financial Advisors$975K1
265QUADRANT CAPITAL GROUP LLC$962K1
266FIRST INTERSTATE BANK$951K1
267NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$949K1
268BALDWIN WEALTH PARTNERS LLC/MA$948K1
269MERCER GLOBAL ADVISORS INC /ADV$938K1
270180 WEALTH ADVISORS, LLC$932K1
271YANKCOM Partnership$917K1
272Radnor Capital Management, LLC$908K1
273Recurrent Investment Advisors LLC$905K1
274Private Advisor Group, LLC$882K1
275FLAGSHIP HARBOR ADVISORS, LLC$871K1
276ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$862K1
277FOURPATH CAPITAL MANAGEMENT, LLC$851K1
278Vise Technologies, Inc.$849K1
279KEYBANK NATIONAL ASSOCIATION/OH$846K1
280Vanguard Personalized Indexing Management, LLC$833K1
281Snowden Capital Advisors LLC$794K1
282Tidal Investments LLC$786K1
283Cordoba Advisory Partners LLC$773K1
284Heronetta Management, L.P.$740K1
285Dynamic Technology Lab Private Ltd$737K1
286HB Wealth Management, LLC$729K1
287AXQ CAPITAL, LP$727K1
288Caprock Group, LLC$727K1
289Wealthstar Advisors, LLC$718K1
290Code Waechter LLC$702K1
291Hudson Portfolio Management LLC$690K1
292LOUISBOURG INVESTMENTS INC.$686K1
293Kingsview Wealth Management, LLC$677K1
294BLAIR WILLIAM & CO/IL$676K1
295CAPSTONE INVESTMENT ADVISORS, LLC$672K1
296Oxbow Advisors, LLC$670K1
297Summerhill Capital Management lnc.$666K1
298M&T BANK CORP$644K1
299Gold Investment Management Ltd.$631K1
300Dickmeyer Boyce Financial Management, Inc.$631K1
301Value Partners Investments Inc.$624K1
302Curi Capital, LLC$617K1
303INTRUST BANK NA$616K1
304PRINCETON CAPITAL MANAGEMENT LLC$606K1
305Cohen Investment Advisors LLC$596K1
306AE Wealth Management LLC$589K1
307Baird Financial Group, Inc.$586K1
308STEPHENS INC /AR/$582K1
309Cresset Asset Management, LLC$574K1
310Corps Capital Advisors, LLC$572K1
311Keudell/Morrison Wealth Management$557K1
312Avantax Planning Partners, Inc.$553K1
313Meixler Investment Management, Ltd.$548K1
314Disciplined Investments, LLC$539K1
315Mesirow Financial Investment Management, Inc.$534K1
316Beverly Hills Private Wealth, LLC$532K1
317Jackson Hole Capital Partners, LLC$515K1
318Lantz Financial LLC$509K1
319FOX RUN MANAGEMENT, L.L.C.$500K1
320Steadtrust LLC$495K1
321Brevan Howard Capital Management LP$472K1
322Groupe la Francaise$459K1
323NTV ASSET MANAGEMENT LLC$457K1
324Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$448K1
325Vestmark Advisory Solutions, Inc.$437K1
326GUYASUTA INVESTMENT ADVISORS INC$426K1
327Savant Capital, LLC$425K1
328Farmers & Merchants Trust Co of Long Beach$419K1
329Cravens & Co Advisors, LLC$413K1
330U.S. Capital Wealth Advisors, LLC$412K1
331Stratos Wealth Partners, LTD.$406K1
332Hilltop Holdings Inc.$399K1
333Concurrent Investment Advisors, LLC$398K1
334PRIVATE TRUST CO NA$397K1
335CHOREO, LLC$396K1
336UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$394K1
337FSM Wealth Advisors, LLC$389K1
338Arista Wealth Management, LLC$388K1
339Dixon Mitchell Investment Counsel Inc.$380K1
340Checchi Capital Advisers, LLC$379K1
341Convergence Financial, LLC$377K1
342Valtinson Bruner Financial Planning LLC$377K1
343Guinness Atkinson Asset Management Inc$362K1
344Ethic Inc.$348K1
345Advyzon Investment Management, LLC$344K1
346Rempart Asset Management Inc.$343K1
347Chicago Partners Investment Group LLC$343K1
348Diversified Trust Co$340K1
349SAGESPRING WEALTH PARTNERS, LLC$335K1
350West Family Investments, Inc.$335K1
351World Investment Advisors$333K1
352SANDERS MORRIS HARRIS LLC$331K1
353PCM Encore, LLC$326K1
354Perennial Investment Advisors, LLC$325K1
355FOCUSED ALPHA, LLC$322K1
356GATEWAY INVESTMENT ADVISERS LLC$321K1
357MGO ONE SEVEN LLC$318K1
358PARSONS CAPITAL MANAGEMENT INC/RI$318K1
359Goelzer Investment Management, Inc.$318K1
360PFG Investments, LLC$314K1
361Vigil Wealth Management, LLC$313K1
362LAZARD ASSET MANAGEMENT LLC$309K1
363MAI Capital Management$309K1
364DEARBORN PARTNERS LLC$306K1
365Squarepoint Ops LLC$304K1
366J.W. COLE ADVISORS, INC.$303K1
367SummitTX Capital, L.P.$302K1
368NewEdge Wealth, LLC$299K1
369Kathmere Capital Management, LLC$298K1
370Sunpointe, LLC$296K1
371Venture Visionary Partners LLC$289K1
372Merit Financial Group, LLC$288K1
373Centiva Capital, LP$285K1
374Gotham Asset Management, LLC$280K1
375Osmosis Investment Management UK Ltd$280K1
376DRW Securities, LLC$280K1
377ATLANTIC FAMILY WEALTH, LLC$278K1
378CENTRAL TRUST Co$274K1
379Banque Cantonale Vaudoise$272K1
380Inscription Capital, LLC$270K1
381QRG CAPITAL MANAGEMENT, INC.$270K1
382October Effect Ltd$269K1
383GREENLEAF TRUST$266K1
384MOODY LYNN LIEBERSON & WALKER, LLC$266K1
385FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$263K1
386Callahan Advisors, LLC$263K1
387Brooklyn Investment Group$261K1
388Walleye Capital LLC$256K1
389Physician Wealth Advisors, Inc.$253K1
390JONES FINANCIAL COMPANIES LLLP$252K1
391Independent Solutions Wealth Management, LLC$250K1
392FORTRESS PRIVATE LEDGER, LLC$247K1
393PRINCIPAL SECURITIES, INC.$246K1
394Frank, Rimerman Advisors LLC$246K1
395GENESIS PRIVATE WEALTH, LLC$246K1
396GREENWOOD GEARHART LLC$246K1
397FIFTH THIRD BANCORP$244K1
398Dakota Community Bank & Trust NA$243K1
399PDS Planning, Inc$242K1
400CWM, LLC$240K1
401JCIC Asset Management Inc.$239K1
402Amplify Investments, LLC$236K1
403Leonteq Securities AG$235K1
404Pacific Sage Partners, LLC$233K1
405Steward Partners Investment Advisory, LLC$230K1
406IFS Group,LLC$229K1
407LAUREL OAK WEALTH MANAGEMENT, LLC$229K1
408VOYA INVESTMENT MANAGEMENT LLC$227K1
409Essex Financial Services, Inc.$222K1
410EASTERN BANK$219K1
411Alan B Lancz & Associates, Inc.$219K1
412Greenland Capital Management LP$218K1
413DAYMARK WEALTH PARTNERS, LLC$218K1
414Wealth Science Advisors LLC$218K1
415ADELL HARRIMAN & CARPENTER INC$215K1
416J.M. Arbour, LLC$210K1
417Phillips Wealth Planners LLC$208K1
418Allworth Financial LP$208K1
419Beacon Pointe Advisors, LLC$207K1
420Abel Hall, LLC$206K1
421Burkett Asset Management Ltd$204K1
422BROWN ADVISORY INC$202K1
423AIGEN INVESTMENT MANAGEMENT, LP$202K1
424SFMG, LLC$202K1
425SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$201K1
426Bravera Wealth$196K1
427GROUP ONE TRADING LLC$195K1
428RHUMBLINE ADVISERS$192K1
429Wilmington Savings Fund Society, FSB$189K1
430Parkside Financial Bank & Trust$177K1
431Cromwell Holdings LLC$171K1
432Smartleaf Asset Management LLC$139K1
433VISION FINANCIAL MARKETS LLC$131K1
434ARCADIA INVESTMENT MANAGEMENT CORP/MI$125K1
435ATWOOD & PALMER INC$119K1
436LOM Asset Management Ltd$118K1
437HM PAYSON & CO$112K1
438Pacifica Partners Inc.$102K1
439OSSIAM$96.1K1
440Spire Wealth Management$93.9K1
441CNB Bank$92.2K1
442Arax Advisory Partners$91.7K1
443ACADIAN ASSET MANAGEMENT LLC$89.1K1
444CANADA LIFE ASSURANCE Co$75.9K1
445Larson Financial Group LLC$73.7K1
446WEBSTER BANK, N. A.$68.9K1
447State of Wyoming$67.5K1
448Archer Investment Corp$65.3K1
449FARMERS & MERCHANTS INVESTMENTS INC$65.1K1
450SouthState Bank Corp$62.6K1
451Truvestments Capital LLC$60.2K1
452Blume Capital Management, Inc.$56.3K1
453Harbor Asset Planning, Inc.$55.2K1
454Tower Research Capital LLC (TRC)$51.0K1
455Atlantic Union Bankshares Corp$50.1K1
456MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd$48.8K1
457NISA INVESTMENT ADVISORS, LLC$45.1K1
458TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$43.7K1
459Transamerica Financial Advisors, LLC$43.3K1
460Hilltop National Bank$41.3K1
461Compagnie Lombard Odier SCmA$39.9K1
462Pinnacle Wealth Planning Services, Inc.$37.6K1
463VAN ECK ASSOCIATES CORP$32.8K1
464Hartford Financial Management Inc.$31.1K1
465Smallwood Wealth Investment Management, LLC$30.4K1
466Annis Gardner Whiting Capital Advisors, LLC$28.4K1
467Manchester Capital Management LLC$27.2K1
468Sterling Capital Management LLC$26.3K1
469DUNCKER STREETT & CO INC$25.0K1
470Jackson, Grant Investment Advisers, Inc.$24.8K1
471SBI Securities Co., Ltd.$24.4K1
472Frazier Financial Advisors, LLC$22.3K1
473Richard W. Paul & Associates, LLC$21.1K1
474COUNTRY TRUST BANK$20.3K1
475Grove Bank & Trust$20.3K1
476Geneos Wealth Management Inc.$19.5K1
477EVOLUTION WEALTH MANAGEMENT INC.$19.2K1
478Towne Trust Company, N.A$18.8K1
479HHM Wealth Advisors, LLC$16.5K1
480CALDWELL SUTTER CAPITAL, INC.$15.8K1
481IFG Advisory, LLC$15.3K1
482Premier Fund Managers Ltd$15.3K1
483DekaBank Deutsche Girozentrale$13.7K1
484Cache Advisors, LLC$12.2K1
485MATHER GROUP, LLC.$11.7K1
486Blue Trust, Inc.$10.5K1
487JFS WEALTH ADVISORS, LLC$10.1K1
488GODSEY & GIBB, INC$9.8K1
489JNBA Financial Advisors$9.8K1
490Rialto Wealth Management, LLC$9.8K1
491Glen Eagle Advisors, LLC$9.4K1
492True Wealth Design, LLC$9.0K1
493SJS Investment Consulting Inc.$8.8K1
494GHP Investment Advisors, Inc.$7.2K1
495Caldwell Trust Co$6.3K1
496SALEM INVESTMENT COUNSELORS INC$6.1K1
497NATIXIS ADVISORS, LLC$6.0K1
498THRIVENT FINANCIAL FOR LUTHERANS$6.0K1
499CVA Family Office, LLC$5.5K1
500Bell Investment Advisors, Inc$4.9K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

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

Do the two regimes agree?

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

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

Signals on TRP

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for TRP · financials and macro

Financials — as filed PLANNED

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