Public record / Tickers / TRU

TRU — TransUnion

Both disclosure regimes on one name: who in Congress filed about TRU, 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
10
all PTR rows naming TRU
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
06-06
filed 2023-06-06
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

Zoe Lofgren · $1.0K–$15.0K

Sale · traded 2023-05-25 → filed 2023-06-06. Ranked over every TRU row by the provable lower bound, never a point estimate.

No member disclosed TRU 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 TRU 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 TRU · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning TRU
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-06-06Zoe Lofgren D–CA-18Sale · SP (spouse-owned)Traded 05-25 +12d$1K–$15K
2022-12-29Susie Lee D–NV-3Sale · JT (jointly owned)Traded 11-30 +29d$1K–$15K
2021-10-07Zoe Lofgren D–CA-18Purchase · SP (spouse-owned)Traded 09-02 +35d$1K–$15K
2021-03-16Peter Meijer R–MI-3SaleTraded 02-16 +28d$1K–$15K
2021-03-11Susie Lee D–NV-3Purchase · JT (jointly owned)Traded 02-25 +14d$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 10 ↗

Members active in TRU

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

No member disclosed TRU in the trailing 12 months.

Congress ↔ notable managers · TRU

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

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

Merged timeline of congressional filings and notable-manager moves on TRU
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Ftrim−10,793 sh
2026-05-15Gotham Asset Management 13Ftrim−20,020 sh
2026-05-01Markel Group 13Fexit−2,000 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

Top institutional holders of TRU for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.6B1
2BlackRock, Inc.$1.3B1
3DODGE & COX$1.1B1
4Independent Franchise Partners LLP$839M1
5WELLINGTON MANAGEMENT GROUP LLP$758M1
6FMR LLC$664M1
7VANGUARD CAPITAL MANAGEMENT LLC$597M1
8VANGUARD PORTFOLIO MANAGEMENT LLC$573M1
9STATE STREET CORP$480M1
10MORGAN STANLEY$479M1
11Invesco Ltd.$284M1
12Janus Henderson Group Ltd.$259M1
13Meritage Group LP$251M1
14GEODE CAPITAL MANAGEMENT, LLC$249M1
15CITADEL ADVISORS LLC$217M1
16WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$200M1
17Capital International Investors$196M1
18DIMENSIONAL FUND ADVISORS LP$173M1
19Theleme Partners LLP$160M1
20NORTHERN TRUST CORP$123M1
21AQR CAPITAL MANAGEMENT LLC$110M1
22Bank of New York Mellon Corp$103M1
23BANK OF AMERICA CORP /DE/$100M1
24Pictet Asset Management Holding SA$99.9M1
25MANNING & NAPIER ADVISORS LLC$87.0M1
26VANGUARD FIDUCIARY TRUST CO$82.6M1
27UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$78.7M1
28Amundi$67.8M1
29UBS Group AG$65.5M1
30Ilex Capital Partners (UK) LLP$62.9M1
31AMERIPRISE FINANCIAL INC$62.8M1
32PARNASSUS INVESTMENTS, LLC$61.6M1
33Meridiem Capital Partners LP$58.7M1
34Legal & General Group Plc$56.5M1
35CHARLES SCHWAB INVESTMENT MANAGEMENT INC$54.3M1
36MILLENNIUM MANAGEMENT LLC$51.6M1
37DEUTSCHE BANK AG\$46.9M1
38MANUFACTURERS LIFE INSURANCE COMPANY, THE$45.1M1
39BAMCO INC /NY/$44.4M1
40Orbis Allan Gray Ltd$40.5M1
41Danica Pension, Livsforsikringsaktieselskab$40.3M1
42Swiss National Bank$39.4M1
43TD ASSET MANAGEMENT INC$35.3M1
44DIAMOND HILL CAPITAL MANAGEMENT INC$34.0M1
45Quantinno Capital Management LP$33.0M1
46ENVESTNET ASSET MANAGEMENT INC$32.6M1
47Schonfeld Strategic Advisors LLC$32.5M1
48Nuveen, LLC$30.4M1
49PRINCIPAL FINANCIAL GROUP INC$29.7M1
50Heron Bay Capital Management$29.4M1
51Sumitomo Mitsui Trust Group, Inc.$27.2M1
52Copeland Capital Management, LLC$24.7M1
53Retirement Systems of Alabama$24.3M1
54HOMESTEAD ADVISERS CORP$24.1M1
55VANGUARD ASSET MANAGEMENT, Ltd$23.1M1
56Sunriver Management LLC$23.0M1
57CIBC Bancorp USA Inc.$22.8M1
58ALLIANCEBERNSTEIN L.P.$21.0M1
59UNTITLED INVESTMENTS LP$20.0M1
60WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD$18.6M1
61CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$18.3M1
62SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$17.9M1
63SORA INVESTORS LLC$17.8M1
64NICHOLAS COMPANY, INC.$17.7M1
65CITIGROUP INC$17.1M1
66Holocene Advisors, LP$17.0M1
67Allspring Global Investments Holdings, LLC$16.9M1
68Distillate Capital Partners LLC$15.0M1
69Mitsubishi UFJ Asset Management Co., Ltd.$14.9M1
70ASSETMARK, INC$14.9M1
71RAYMOND JAMES FINANCIAL INC$14.5M1
72Lansing Management LP$14.4M1
73Swedbank AB$14.3M1
74Man Group plc$13.3M1
75BARCLAYS PLC$12.5M1
76WELLS FARGO & COMPANY/MN$12.4M1
77STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$11.7M1
78AVIVA PLC$11.6M1
79SEI INVESTMENTS CO$10.8M1
80THORNBURG INVESTMENT MANAGEMENT INC$10.5M1
81OMERS ADMINISTRATION Corp$9.9M1
82Aberdeen Group plc$9.6M1
83Brookstone Capital Management$9.5M1
84FRONTIER CAPITAL MANAGEMENT CO LLC$9.4M1
85Verition Fund Management LLC$9.4M1
86Addenda Capital Inc.$9.1M1
87FULLER & THALER ASSET MANAGEMENT, INC.$9.0M1
88Corient Private Wealth LLC$8.9M1
89KORNITZER CAPITAL MANAGEMENT INC /KS$8.9M1
90Select Equity Group, L.P.$8.7M1
91MILFORD FUNDS LTD$8.6M1
92Korea Investment CORP$8.2M1
93ICICI Prudential Asset Management Co Ltd$8.0M1
94NEW YORK STATE COMMON RETIREMENT FUND$7.9M1
95ZEVIN ASSET MANAGEMENT LLC$7.7M1
96Universal- Beteiligungs- und Servicegesellschaft mbH$7.6M1
97HSBC HOLDINGS PLC$7.3M1
98Zurcher Kantonalbank (Zurich Cantonalbank)$7.2M1
99STATE OF WISCONSIN INVESTMENT BOARD$7.0M1
100NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$6.9M1
101COMMONWEALTH EQUITY SERVICES, LLC$6.8M1
102APG Asset Management N.V.$6.7M1
103Vanguard Investments Australia, Ltd.$6.7M1
104Vanguard Global Advisers, LLC$6.6M1
105MetLife Investment Management, LLC$6.6M1
106SEGALL BRYANT & HAMILL, LLC$6.5M1
107TOTH FINANCIAL ADVISORY CORP$6.2M1
108ROYAL LONDON ASSET MANAGEMENT LTD$6.1M1
109GCM Grosvenor Holdings, LLC$6.1M1
110VICTORY CAPITAL MANAGEMENT INC$5.7M1
111Sienna Gestion$5.7M1
112FIRST TRUST ADVISORS LP$5.5M1
113Tredje AP-fonden$5.5M1
114Mitsubishi UFJ Trust & Banking Corp$5.4M1
115MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$5.3M1
116Asset Management One Co., Ltd.$5.3M1
117Cerity Partners LLC$5.1M1
118FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$4.9M1
119KLP KAPITALFORVALTNING AS$4.8M1
120Mariner, LLC$4.8M1
121State of New Jersey Common Pension Fund D$4.6M1
122Bridgewater Associates, LP$4.4M1
123Prana Capital Management, LP$4.4M1
124NOMURA ASSET MANAGEMENT CO LTD$4.4M1
125THREADGILL FINANCIAL, LLC$4.2M1
126YOUSIF CAPITAL MANAGEMENT, LLC$4.1M1
127GRAHAM CAPITAL WEALTH MANAGEMENT, LLC$4.0M1
128Resona Asset Management Co.,Ltd.$4.0M1
129Lansforsakringar Fondforvaltning AB (publ)$4.0M1
130EQUITABLE TRUST CO$4.0M1
131Rockefeller Capital Management L.P.$3.9M1
132PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$3.9M1
133DANSKE BANK A/S$3.8M1
134FIFTH THIRD BANCORP$3.7M1
135LPL Financial LLC$3.7M1
136Arizona State Retirement System$3.7M1
137Gotham Asset Management, LLC$3.6M1
138Callan Family Office, LLC$3.4M1
139DnB Asset Management AS$3.3M1
140COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.3M1
141VOYA INVESTMENT MANAGEMENT LLC$3.3M1
142STATE OF MICHIGAN RETIREMENT SYSTEM$3.2M1
143Allianz Asset Management GmbH$3.1M1
144PLATINUM INVESTMENT MANAGEMENT LTD$3.1M1
145Interval Partners, LP$3.1M1
146IFM Investors Pty Ltd$3.0M1
147NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$3.0M1
148STIFEL FINANCIAL CORP$3.0M1
149Ensign Peak Advisors, Inc$2.9M1
150Henshaw Capital LLC$2.9M1
151EXENCIAL WEALTH ADVISORS, LLC$2.9M1
152Lighthouse Investment Partners, LLC$2.8M1
153MACKENZIE FINANCIAL CORP$2.8M1
154OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.7M1
155Morningstar Investment Management LLC$2.7M1
156SEB Asset Management AB$2.6M1
157AE Wealth Management LLC$2.6M1
158Swiss Life Asset Management Ltd$2.6M1
159BNP Paribas Asset Management Holding S.A.$2.6M1
160XPONANCE LLC$2.6M1
161Ameritas Investment Partners, Inc.$2.5M1
162DAVENPORT & Co LLC$2.4M1
163Creative Planning$2.4M1
164MERCER GLOBAL ADVISORS INC /ADV$2.4M1
165BRANDES INVESTMENT PARTNERS, LP$2.4M1
166Utah Retirement Systems$2.2M1
167WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.1M1
168IEQ CAPITAL, LLC$2.1M1
169Tidal Investments LLC$2.0M1
170FORA Capital, LLC$2.0M1
171Eurizon Capital SGR S.p.A.$2.0M1
172PDT Partners, LLC$2.0M1
173BANK OF MONTREAL /CAN/$2.0M1
174Cetera Investment Advisers$1.9M1
175CWM, LLC$1.9M1
176BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.9M1
177CANADA PENSION PLAN INVESTMENT BOARD$1.8M1
178TORONTO DOMINION BANK$1.8M1
179NISSAY ASSET MANAGEMENT CORP /JAPAN$1.7M1
180RBF Capital, LLC$1.7M1
181ASR Vermogensbeheer N.V.$1.7M1
182Daiwa Securities Group Inc.$1.7M1
183OSAIC HOLDINGS, INC.$1.7M1
184STOREBRAND ASSET MANAGEMENT AS$1.6M1
185BDF-GESTION$1.6M1
186Bleakley Financial Group, LLC$1.5M1
187TWO SIGMA INVESTMENTS, LP$1.5M1
188M&T BANK CORP$1.4M1
189OP Asset Management Ltd$1.4M1
190NORDEA INVESTMENT MANAGEMENT AB$1.4M1
191TT International Asset Management LTD$1.3M1
192Sumitomo Mitsui DS Asset Management Company, Ltd$1.3M1
193OPPENHEIMER ASSET MANAGEMENT INC.$1.3M1
194Summit Trail Advisors, LLC$1.3M1
195Vanguard Personalized Indexing Management, LLC$1.3M1
196Sivia Capital Partners, LLC$1.2M1
197INCEPTIONR LLC$1.2M1
198Candriam S.C.A.$1.2M1
199Squarepoint Ops LLC$1.2M1
200PRUDENTIAL PLC$1.1M1
201TRUIST FINANCIAL CORP$1.1M1
202FRANKLIN RESOURCES INC$1.1M1
203Dynamic Technology Lab Private Ltd$1.1M1
204CREDIT AGRICOLE S A$1.1M1
205Sepio Capital, LP$1.1M1
206FEDERATED HERMES, INC.$1.1M1
207Focus Partners Wealth$1.1M1
208XML Financial, LLC$1.0M1
209Avanza Fonder AB$994K1
210OFI INVEST ASSET MANAGEMENT$984K1
211SECURIAN ASSET MANAGEMENT, INC$979K1
212Vontobel Holding Ltd.$972K1
213Coronation Fund Managers Ltd.$966K1
214Investment Management Corp of Ontario$958K1
215Graham Capital Management, L.P.$955K1
216Knollwood Investment Advisory, LLC$948K1
217DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$936K1
218Vinva Investment Management Ltd$903K1
219BECKER CAPITAL MANAGEMENT INC$900K1
220ROYAL BANK OF CANADA$876K1
221Advocacy Wealth Management, LLC$864K1
222FJ Capital Management LLC$860K1
223Banque Cantonale Vaudoise$856K1
224Worthington Financial Partners, LLC$853K1
225EVERGREEN CAPITAL MANAGEMENT LLC$849K1
226SUSQUEHANNA INTERNATIONAL GROUP, LLP$845K1
227National Pension Service$826K1
228PRUDENTIAL FINANCIAL INC$808K1
229ABN AMRO INVESTMENT SOLUTIONS$802K1
230BLAIR WILLIAM & CO/IL$790K1
231Orion Porfolio Solutions, LLC$750K1
232Talon Private Wealth, LLC$738K1
233SCHRODER INVESTMENT MANAGEMENT GROUP$704K1
234ALPS ADVISORS INC$700K1
235Rakuten Investment Management, Inc.$695K1
236NISA INVESTMENT ADVISORS, LLC$695K1
237FIL Ltd$688K1
238Alesco Advisors, LLC, An ESL Co$686K1
239Merit Financial Group, LLC$685K1
240Pathstone Holdings, LLC$678K1
241TOKIO MARINE ASSET MANAGEMENT CO LTD$671K1
242Maryland State Retirement & Pension System$660K1
243Larson Financial Group LLC$646K1
244Aviso Financial Inc.$637K1
245B. Metzler seel. Sohn & Co. AG$634K1
246Federation des caisses Desjardins du Quebec$633K1
247Tower Research Capital LLC (TRC)$633K1
248CIBC Asset Management Inc$627K1
249Legacy Wealth Asset Management, LLC$612K1
250Assenagon Asset Management S.A.$576K1
251Sanctuary Advisors, LLC$568K1
252ProShare Advisors LLC$534K1
253COMMERCE BANK$533K1
254Cornerstone Investment Partners, LLC$530K1
255BENJAMIN EDWARDS INC$528K1
256Woodline Partners LP$526K1
257Ethic Inc.$524K1
258HB Wealth Management, LLC$519K1
259MACQUARIE GROUP LTD$514K1
260D. E. Shaw & Co., Inc.$499K1
261Saudi Central Bank$496K1
262&PARTNERS$494K1
263GREENLEAF TRUST$493K1
264Crossmark Global Holdings, Inc.$490K1
265E. Ohman J:or Asset Management AB$477K1
266Brooklyn Investment Group$469K1
267CHOREO, LLC$464K1
268Sterling Capital Management LLC$456K1
269Dai-ichi Life Insurance Company, Ltd$454K1
270OSSIAM$453K1
271MML INVESTORS SERVICES, LLC$443K1
272ROCKLAND TRUST CO$443K1
273SHELTON CAPITAL MANAGEMENT$435K1
274Atria Investments, Inc$422K1
275Chicago Partners Investment Group LLC$421K1
276Oakum Bay Capital LLC$412K1
277RMR Wealth Builders$410K1
278Sequoia Financial Advisors, LLC$408K1
279Vident Advisory, LLC$403K1
280Fifth Third Wealth Advisors LLC$397K1
281Osmosis Investment Management UK Ltd$397K1
282Procyon Advisors, LLC$395K1
283North Dakota State Investment Board$394K1
284EVOLVE PRIVATE WEALTH, LLC$394K1
285Sompo Asset Management Co., Ltd.$391K1
286DIVERSIFY WEALTH MANAGEMENT, LLC$383K1
287CIBC WORLD MARKET INC.$380K1
288O'SHAUGHNESSY ASSET MANAGEMENT, LLC$371K1
289Polymer Capital Management (US) LLC$369K1
290Wealthfront Advisers LLC$365K1
291OSLO PENSJONSFORSIKRING AS$363K1
292VAN ECK ASSOCIATES CORP$362K1
293Larry Mathis Financial Planning, LLC$360K1
294Meiji Yasuda Asset Management Co Ltd.$338K1
295US BANCORP \DE\$337K1
296Kera Capital Partners, Inc.$337K1
297WESTPAC BANKING CORP$329K1
298BANK OF NOVA SCOTIA$329K1
299Empowered Funds, LLC$327K1
300Lombard Odier Asset Management (Switzerland) SA$325K1
301Diversify Advisory Services, LLC$323K1
302XTX Topco Ltd$322K1
303Applied Finance Capital Management, LLC$317K1
304NATIONAL BANK OF CANADA /FI/$291K1
305Central Pacific Bank - Trust Division$291K1
306PROFUND ADVISORS LLC$289K1
307Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$275K1
308QUADRANT CAPITAL GROUP LLC$263K1
309Envestnet Portfolio Solutions, Inc.$262K1
310JANE STREET GROUP, LLC$260K1
311FOX RUN MANAGEMENT, L.L.C.$255K1
312Arax Advisory Partners$251K1
313Arlington Partners LLC$250K1
314Pallas Capital Advisors LLC$248K1
315QRG CAPITAL MANAGEMENT, INC.$242K1
316SYM FINANCIAL Corp$241K1
317Savant Capital, LLC$230K1
318Taikang Asset Management (Hong Kong) Co Ltd$230K1
319UniSuper Management Pty Ltd$228K1
320Dorsey & Whitney Trust CO LLC$223K1
321CITIZENS FINANCIAL GROUP INC/RI$222K1
322OXFORD ASSET MANAGEMENT LLP$217K1
323Allworth Financial LP$216K1
324Baker Avenue Asset Management, LP$216K1
325R Squared Ltd$209K1
326GC Wealth Management RIA, LLC$209K1
327Headlands Technologies LLC$207K1
328HighTower Advisors, LLC$204K1
329Oak Thistle LLC$201K1
330One Wealth Advisors, LLC$201K1
331TEACHER RETIREMENT SYSTEM OF TEXAS$201K1
332Cadent Capital Advisors, LLC$200K1
333Leonteq Securities AG$197K1
334Siemens Fonds Invest GmbH$189K1
335Dundas Partners LLP$171K1
336Caldwell Trust Co$138K1
337MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$137K1
338MAI Capital Management$122K1
339GROUP ONE TRADING LLC$107K1
340UMB Bank, n.a.$103K1
341Mirae Asset Global Investments Co., Ltd.$98.4K1
342Livforsakringsbolaget Skandia, Omsesidigt$96.9K1
343Blue Trust, Inc.$90.9K1
344SIMPLEX TRADING, LLC$87.5K1
345Annis Gardner Whiting Capital Advisors, LLC$82.2K1
346Aster Capital Management (DIFC) Ltd$73.4K1
347NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$73.0K1
348Ancora Advisors LLC$70.8K1
349Spire Wealth Management$64.9K1
350SIGNATUREFD, LLC$59.3K1
351Vanguard National Trust Co$50.2K1
352Smartleaf Asset Management LLC$45.5K1
353PRIVATE TRUST CO NA$35.6K1
354JONES FINANCIAL COMPANIES LLLP$32.4K1
355Physician Wealth Advisors, Inc.$31.1K1
356S-Bank Fund Management Ltd$27.5K1
357SJS Investment Consulting Inc.$27.2K1
358Opal Wealth Advisors, LLC$27.1K1
359VEGA INVESTMENT SOLUTIONS$20.1K1
360ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$17.4K1
361Global X Japan Co., Ltd.$17.4K1
362Cassaday & Co Wealth Management LLC$17.3K1
363CVA Family Office, LLC$17.0K1
364Measured Wealth Private Client Group, LLC$16.2K1
365Clearstead Advisors, LLC$14.7K1
366STANCE CAPITAL LLC$13.8K1
367Activest Wealth Management$12.8K1
368True Wealth Design, LLC$11.8K1
369FARMERS & MERCHANTS INVESTMENTS INC$11.6K1
370WPG Advisers, LLC$10.9K1
371Owl Creek Wealth Partners LLC$10.7K1
372KERR FINANCIAL PLANNING Corp$10.2K1
373CANADA LIFE ASSURANCE Co$9.4K1
374Gillson Capital LP$9.0K1
375TRUST CO OF TOLEDO NA /OH/$8.9K1
376C WorldWide Group Holding A/S$8.7K1
377GABLES CAPITAL MANAGEMENT INC.$8.0K1
378Salomon & Ludwin, LLC$8.0K1
379Parkside Financial Bank & Trust$7.5K1
380JFS WEALTH ADVISORS, LLC$7.5K1
381Quarry LP$7.1K1
382MEEDER ASSET MANAGEMENT INC$6.9K1
383Evelyn Partners Investment Management LLP$6.8K1
384Pinnacle Wealth Planning Services, Inc.$6.4K1
385AMALGAMATED BANK$6.0K1
386Treasurer of the State of North Carolina$5.8K1
387NATIXIS ADVISORS, LLC$5.3K1
388Mn Services Vermogensbeheer B.V.$5.2K1
389NEW YORK STATE TEACHERS RETIREMENT SYSTEM$4.9K1
390KBC Group NV$4.7K1
391JPL Wealth Management, LLC$4.6K1
392N.E.W. Advisory Services LLC$4.5K1
393DekaBank Deutsche Girozentrale$4.4K1
394Keating Financial Advisory Services, Inc.$4.4K1
395TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$4.2K1
396THRIVENT FINANCIAL FOR LUTHERANS$3.8K1
397Plato Investment Management Ltd$3.7K1
398CBIZ Investment Advisory Services, LLC$3.7K1
399Steward Partners Investment Advisory, LLC$3.2K1
400RMG Wealth Management LLC$3.2K1
401MATHER GROUP, LLC.$3.1K1
402Sachetta, LLC$3.0K1
403ELEVATION WEALTH PARTNERS, LLC$3.0K1
404MidFirst Bank$2.7K1
405Bell Investment Advisors, Inc$2.6K1
406Cromwell Holdings LLC$2.6K1
407Manchester Capital Management LLC$2.3K1
408Ilmarinen Mutual Pension Insurance Co$2.2K1
409Johnson Financial Group, Inc.$2.2K1
410Kingdom Financial Group LLC.$2.1K1
411Signature Resources Capital Management, LLC$2.0K1
412BROWN, LISLE/CUMMINGS, INC.$1.9K1
413MASECO LLP$1.7K1
414Marquette Asset Management, LLC$1.6K1
415Kilter Group LLC$1.6K1
416DiNuzzo Private Wealth, Inc.$1.5K1
417Quantitative Investment Management, LLC$1.5K1
418MV CAPITAL MANAGEMENT, INC.$1.5K1
419PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$1.3K1
420State of Alaska, Department of Revenue$1.3K1
421Main Management ETF Advisors, LLC$1.2K1
422AMICA MUTUAL INSURANCE CO$1.1K1
423Signature Equity Partners, LLC$1.0K1
424SouthState Bank Corp$1.0K1
425Rialto Wealth Management, LLC$9691
426SBI Securities Co., Ltd.$8991
427INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$8941
428Penserra Capital Management LLC$8691
429South Dakota Investment Council$7831
430FINANCIAL CONSULATE, INC$7621
431Clearstead Trust, LLC$7621
432MONTAG A & ASSOCIATES INC$7091
433HARBOR CAPITAL ADVISORS, INC.$7011
434Vermillion Wealth Management, Inc.$6921
435Private Wealth Management Group, LLC$6921
436American Capital Advisory, LLC$6921
437SHP Wealth Management$4841
438PARK AVENUE SECURITIES LLC$4761
439HFM Investment Advisors, LLC$4151
440iA Global Asset Management Inc.$3381
441Atlantic Union Bankshares Corp$2771
442Seneschal Advisors, LLC$2771
443Vestcor Inc$2611
444TopTier Wealth Management, LLC$2081
445Transamerica Financial Advisors, LLC$2071
446Quaker Wealth Management, LLC$1391
447Prestige Wealth Management Group LLC$1391
448NBT BANK, N.A.$1381
449TFC Financial Management, Inc.$701
450Centerpoint Advisors, LLC$181
451CX Institutional$131
452Capital Advisors, Ltd. LLC$21
453Harvest Fund Management Co., Ltd$11
454Avion Wealth$01
455Jefferies Financial Group Inc.$01
456VANGUARD GROUP INC$01
457HARBOUR INVESTMENTS, INC.$01
458COMERICA BANK$01
459CIBC WORLD MARKETS CORP$01
460ROVIN CAPITAL /UT/ /ADV$01
461COLDSTREAM CAPITAL MANAGEMENT INC$01
462MARKEL GROUP INC.$01
463GATEWAY INVESTMENT ADVISERS LLC$01
464LOGAN CAPITAL MANAGEMENT INC$01
465WESTFIELD CAPITAL MANAGEMENT CO LP$01
466SILVERCREST ASSET MANAGEMENT GROUP LLC$01
467Hilltop Holdings Inc.$01
468SCOPIA CAPITAL MANAGEMENT LP$01
469CIBC Private Wealth Group LLC$01
470NORGES BANK$01
471Walleye Trading LLC$01
472Rafferty Asset Management, LLC$01
473Robeco Institutional Asset Management B.V.$01
474Alberta Investment Management Corp$01
475Roundview Capital LLC$01
476Brevan Howard Capital Management LP$01
477Skandinaviska Enskilda Banken AB (publ)$01
478HENGEHOLD CAPITAL MANAGEMENT LLC$01
479MIRABELLA FINANCIAL SERVICES LLP$01
480RWA WEALTH PARTNERS, LLC$01
481BOOTHBAY FUND MANAGEMENT, LLC$01
482BW Gestao de Investimentos Ltda.$01
483Battery Global Advisors, LLC$01
484MYDA Advisors LLC$01
485Metis Global Partners, LLC$01
486Avior Wealth Management, LLC$01
487FORSTA AP-FONDEN$01
488Caprock Group, LLC$01
489CCLA Investment Management$01
490AlphaStar Capital Management, LLC$01
491Empire Life Investments Inc.$01
492KESTRA PRIVATE WEALTH SERVICES, LLC$01
493NS Partners Ltd$01
494Mirabaud Asset Management Ltd$01
495Centiva Capital, LP$01
496Hunting Hill Global Capital, LLC$01
497IHT Wealth Management, LLC$01
498Diametric Capital, LP$01
499Verdence Capital Advisors LLC$01
500Crewe Advisors LLC$01
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 TRU

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for TRU · financials and macro

Financials — as filed PLANNED

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