Public record / Tickers / TT

TT — Trane Technologies plc

Both disclosure regimes on one name: who in Congress filed about TT, 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
44
all PTR rows naming TT
Members · 12m
2
0 buys · 2 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
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

Jefferson Shreve · $50.0K–$100K

Sale · traded 2025-05-12 → filed 2025-06-22. Ranked over every TT row by the provable lower bound, never a point estimate.

2 members · 0 buys / 2 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

11 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. 11 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING TT · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning TT
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKSaleTraded 03-27 LATE·116d$15K–$50K
2025-10-10Val T. Hoyle D–OR-4Sale · SP (spouse-owned)Traded 09-23 +17d$1K–$15K
2025-09-12Val T. Hoyle D–OR-4Purchase · SP (spouse-owned)Traded 2024-10-29 LATE·318d$1K–$15K
2025-06-22Jefferson Shreve R–IN-6SaleTraded 05-12 +41d$50K–$100K
2025-05-08Jefferson Shreve R–IN-6PurchaseTraded 04-07 +31d$50K–$100K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 44 ↗

Members active in TT

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing TT 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.
Alan Armstrong R–OK1−$50.0K to −$15.0K2
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

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

Congress ↔ notable managers · TT

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

Congress · last 90 days

Buyers
0
Sellers
1 Alan Armstrong R–OK $15K–$50K

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

Notable managers · quarter ended 2026-03-31

Adding
1 Tudor Investment Corp $42.2M held

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

Merged timeline of congressional filings and notable-manager moves on TT
DateWhoChangeSize
2026-07-21Alan Armstrong CongressSale$15K–$50K
2026-05-15Tudor Investment Corp 13Fadd+50,512 sh
2026-05-15Gotham Asset Management 13Ftrim−83 sh
2026-05-15Bridgewater Associates 13Fexit−24,009 sh
2026-05-15Moore Capital Management 13Fexit−101,851 sh

5 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 TT for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$9.0B1
2JPMORGAN CHASE & CO$6.8B1
3VANGUARD CAPITAL MANAGEMENT LLC$6.0B1
4STATE STREET CORP$4.2B1
5FMR LLC$4.1B1
6MORGAN STANLEY$2.2B1
7GEODE CAPITAL MANAGEMENT, LLC$2.2B1
8VANGUARD PORTFOLIO MANAGEMENT LLC$1.5B1
9UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.2B1
10Nuveen, LLC$1.2B1
11NORDEA INVESTMENT MANAGEMENT AB$1.1B1
12AMERIPRISE FINANCIAL INC$1.1B1
13NORTHERN TRUST CORP$1.0B1
14UBS Group AG$1.0B1
15Bank of New York Mellon Corp$986M1
16WELLINGTON MANAGEMENT GROUP LLP$952M1
17Amundi$906M1
18FRANKLIN RESOURCES INC$891M1
19Pictet Asset Management Holding SA$804M1
20Janus Henderson Group Ltd.$783M1
21Capital Research Global Investors$777M1
22Fisher Asset Management, LLC$776M1
23BANK OF AMERICA CORP /DE/$688M1
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC$685M1
25MASSACHUSETTS FINANCIAL SERVICES CO /MA/$680M1
26Legal & General Group Plc$666M1
27Invesco Ltd.$622M1
28RAYMOND JAMES FINANCIAL INC$566M1
29VANGUARD FIDUCIARY TRUST CO$532M1
30ROYAL BANK OF CANADA$440M1
31DIMENSIONAL FUND ADVISORS LP$431M1
32Swedbank AB$427M1
33Capital World Investors$426M1
34MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$412M1
35DEUTSCHE BANK AG\$394M1
36PRINCIPAL FINANCIAL GROUP INC$393M1
37BNP Paribas Asset Management Holding S.A.$356M1
38Capital International Investors$342M1
39Winslow Capital Management, LLC$330M1
40SCHRODER INVESTMENT MANAGEMENT GROUP$317M1
41ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$309M1
42WELLS FARGO & COMPANY/MN$299M1
43CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$286M1
44HSBC HOLDINGS PLC$272M1
45Swiss National Bank$271M1
46LAZARD ASSET MANAGEMENT LLC$270M1
47TD ASSET MANAGEMENT INC$233M1
48BARCLAYS PLC$224M1
49FIRST TRUST ADVISORS LP$222M1
50National Pension Service$217M1
51Mitsubishi UFJ Asset Management Co., Ltd.$213M1
52ABN AMRO Bank N.V.$212M1
53LOOMIS SAYLES & CO L P$211M1
54Sumitomo Mitsui Trust Group, Inc.$211M1
55Vanguard Global Advisers, LLC$202M1
56DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$201M1
57Robeco Institutional Asset Management B.V.$199M1
58RHUMBLINE ADVISERS$183M1
59FEDERATED HERMES, INC.$181M1
60CITADEL ADVISORS LLC$180M1
61AQR CAPITAL MANAGEMENT LLC$180M1
62Aberdeen Group plc$174M1
63Mariner, LLC$172M1
64EVENTIDE ASSET MANAGEMENT, LLC$169M1
65Bank Julius Baer & Co. Ltd, Zurich$167M1
66TRUIST FINANCIAL CORP$165M1
67VANGUARD ASSET MANAGEMENT, Ltd$160M1
68Man Group plc$157M1
69Universal- Beteiligungs- und Servicegesellschaft mbH$152M1
70SEI INVESTMENTS CO$149M1
71FENIMORE ASSET MANAGEMENT INC$147M1
72Corient Private Wealth LLC$145M1
73ALLIANCEBERNSTEIN L.P.$145M1
74AMERICAN CENTURY COMPANIES INC$142M1
75BALYASNY ASSET MANAGEMENT L.P.$141M1
76MACKENZIE FINANCIAL CORP$140M1
77CAISSE DES DEPOTS ET CONSIGNATIONS$130M1
78NEW YORK STATE COMMON RETIREMENT FUND$124M1
79CANADA PENSION PLAN INVESTMENT BOARD$123M1
80Zurcher Kantonalbank (Zurich Cantonalbank)$120M1
81Neuberger Berman Group LLC$119M1
82Cartenna Capital, LP$113M1
83BANK OF MONTREAL /CAN/$111M1
84ENVESTNET ASSET MANAGEMENT INC$110M1
85Banque Transatlantique SA$106M1
86AVIVA PLC$106M1
87MANUFACTURERS LIFE INSURANCE COMPANY, THE$105M1
88Qube Research & Technologies Ltd$104M1
89Aristotle Capital Management, LLC$102M1
90ADAGE CAPITAL PARTNERS GP, L.L.C.$100M1
91VICTORY CAPITAL MANAGEMENT INC$96.6M1
92MILLENNIUM MANAGEMENT LLC$96.3M1
93Alecta Tjanstepension Omsesidigt$95.6M1
94NATIONAL BANK OF CANADA /FI/$94.2M1
95LPL Financial LLC$92.5M1
96Vontobel Holding Ltd.$89.7M1
97DANSKE BANK A/S$89.5M1
98DAVENPORT & Co LLC$88.6M1
99MEYER HANDELMAN CO$87.2M1
100BROWN ADVISORY INC$85.4M1
101RENAISSANCE TECHNOLOGIES LLC$82.9M1
102NZS Capital, LLC$82.2M1
103STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$80.8M1
104Bristol Gate Capital Partners Inc.$79.6M1
105CITIGROUP INC$79.0M1
106FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$76.5M1
107Allianz Asset Management GmbH$76.5M1
108Advisors Capital Management, LLC$76.1M1
109CREDIT AGRICOLE S A$74.8M1
110Ghisallo Capital Management LLC$72.9M1
111AMF Tjanstepension AB$72.9M1
112Robeco Schweiz AG$72.6M1
113BANK OF NOVA SCOTIA$71.8M1
114PFA Pension, Forsikringsaktieselskab$71.8M1
115ABN AMRO INVESTMENT SOLUTIONS$71.4M1
116FIL Ltd$70.9M1
117Squarepoint Ops LLC$68.6M1
118Korea Investment CORP$66.2M1
119COMMERCE BANK$64.5M1
120ING GROEP NV$63.6M1
121Fosse Capital Partners LLP$62.5M1
122TD Waterhouse Canada Inc.$59.5M1
123Mitsubishi UFJ Trust & Banking Corp$57.2M1
124HighTower Advisors, LLC$56.1M1
125JANE STREET GROUP, LLC$54.0M1
126Lansforsakringar Fondforvaltning AB (publ)$53.9M1
127STATE OF WISCONSIN INVESTMENT BOARD$52.3M1
128STOREBRAND ASSET MANAGEMENT AS$51.6M1
129ASR Vermogensbeheer N.V.$50.5M1
130APG Asset Management N.V.$49.9M1
131PUBLIC SECTOR PENSION INVESTMENT BOARD$49.4M1
132ROYAL LONDON ASSET MANAGEMENT LTD$48.6M1
133Moran Wealth Management, LLC$48.1M1
134VOLORIDGE INVESTMENT MANAGEMENT, LLC$48.0M1
135Eurizon Capital SGR S.p.A.$47.5M1
136SEB Asset Management AB$47.2M1
137PANAGORA ASSET MANAGEMENT INC$46.5M1
138Vanguard Investments Australia, Ltd.$46.0M1
139D. E. Shaw & Co., Inc.$45.7M1
140Chevy Chase Trust Holdings, LLC$45.5M1
141Asset Management One Co., Ltd.$44.7M1
142COMMONWEALTH EQUITY SERVICES, LLC$43.7M1
143NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$43.3M1
144Aware Super Pty Ltd as trustee of Aware Super$42.8M1
145KLP KAPITALFORVALTNING AS$42.3M1
146TUDOR INVESTMENT CORP ET AL$42.2M1
147Aristotle Atlantic Partners, LLC$42.1M1
148FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$41.3M1
149Creative Planning$41.1M1
150Quantinno Capital Management LP$39.6M1
151KCM INVESTMENT ADVISORS LLC$39.4M1
152TRILLIUM ASSET MANAGEMENT, LLC$39.2M1
153PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$38.6M1
154M&T BANK CORP$38.4M1
155STIFEL FINANCIAL CORP$37.7M1
156Ensign Peak Advisors, Inc$37.7M1
157Compagnie Lombard Odier SCmA$37.7M1
158Allspring Global Investments Holdings, LLC$37.7M1
159VOYA INVESTMENT MANAGEMENT LLC$37.4M1
160Steward Partners Investment Advisory, LLC$37.0M1
161Daiwa Securities Group Inc.$36.9M1
162TEACHER RETIREMENT SYSTEM OF TEXAS$36.8M1
163SUSQUEHANNA INTERNATIONAL GROUP, LLP$35.6M1
164Cerity Partners LLC$33.9M1
165SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$33.4M1
166WORLDQUANT MILLENNIUM ADVISORS LLC$33.4M1
167CIBC Bancorp USA Inc.$32.9M1
168Woodline Partners LP$32.5M1
169NOMURA ASSET MANAGEMENT CO LTD$31.9M1
170State of New Jersey Common Pension Fund D$31.7M1
171Sumitomo Mitsui DS Asset Management Company, Ltd$31.6M1
172NISA INVESTMENT ADVISORS, LLC$31.5M1
173EAGLE GLOBAL ADVISORS LLC$30.7M1
174INSIGNEO ADVISORY SERVICES, LLC$29.8M1
175TWO SIGMA INVESTMENTS, LP$29.7M1
176DnB Asset Management AS$29.7M1
177MACQUARIE GROUP LTD$29.0M1
178Cetera Investment Advisers$28.6M1
179J. Safra Sarasin Holding AG$28.4M1
180MERCER GLOBAL ADVISORS INC /ADV$28.1M1
181Employees Provident Fund Board$28.0M1
182FLOSSBACH VON STORCH SE$27.9M1
183Provident Investment Management, Inc.$27.9M1
184Mirae Asset Global Investments Co., Ltd.$27.7M1
185Kepler Cheuvreux (Suisse) SA$27.7M1
186Tredje AP-fonden$27.7M1
187XPONANCE LLC$26.8M1
188BLVD Private Wealth, LLC$26.4M1
189US BANCORP \DE\$26.4M1
190STATE OF MICHIGAN RETIREMENT SYSTEM$26.1M1
191MetLife Investment Management, LLC$25.8M1
192Arizona State Retirement System$25.3M1
193Phoenix Financial Ltd.$25.3M1
194Czech National Bank$25.1M1
195ANCHOR CAPITAL ADVISORS LLC$25.0M1
196Douglass Winthrop Advisors, LLC$24.9M1
197GDS Wealth Management$24.5M1
198BAILARD, INC.$24.5M1
199Resona Asset Management Co.,Ltd.$24.2M1
200QRG CAPITAL MANAGEMENT, INC.$23.8M1
201Engineers Gate Manager LP$23.5M1
202CIBC Asset Management Inc$23.2M1
203Sone Capital Management, LLC$22.5M1
204First Nebraska Trust Co$22.3M1
205JACOBS LEVY EQUITY MANAGEMENT, INC$21.8M1
206RIT CAPITAL PARTNERS PLC$21.7M1
207COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$21.5M1
208Migdal Insurance & Financial Holdings Ltd.$20.8M1
209OSAIC HOLDINGS, INC.$20.4M1
210IFM Investors Pty Ltd$20.2M1
211EULAV Asset Management$20.0M1
212O'SHAUGHNESSY ASSET MANAGEMENT, LLC$19.9M1
213Retirement Systems of Alabama$19.6M1
214Investment Management Corp of Ontario$19.4M1
215Varma Mutual Pension Insurance Co$19.3M1
216Railway Pension Investments Ltd$18.8M1
217Consilium Wealth Advisory, LLC$18.6M1
218Mediolanum International Funds Ltd$18.2M1
219NewEdge Advisors, LLC$18.0M1
220LBP AM SA$17.4M1
221Vanguard Personalized Indexing Management, LLC$17.3M1
222Northwest & Ethical Investments L.P.$17.3M1
223Walter Public Investments Inc.$17.1M1
224SHELTON CAPITAL MANAGEMENT$17.0M1
225WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$16.6M1
22611 Capital Partners LP$16.5M1
227PARNASSUS INVESTMENTS, LLC$16.4M1
228Pathstone Holdings, LLC$16.4M1
229ISTHMUS PARTNERS, LLC$16.3M1
230Night Squared LP$15.8M1
231USS Investment Management Ltd$15.7M1
232Great Lakes Retirement, Inc.$15.7M1
233Birch Hill Investment Advisors LLC$15.6M1
234Sienna Gestion$15.4M1
235Fulcrum Capital LLC$15.4M1
236ProShare Advisors LLC$15.2M1
237DNCA FINANCE$15.1M1
238Utah Retirement Systems$15.1M1
239Bragg Financial Advisors, Inc$14.9M1
240Gotham Asset Management, LLC$14.7M1
241Vident Advisory, LLC$13.9M1
242BOOTHBAY FUND MANAGEMENT, LLC$13.8M1
243KEYBANK NATIONAL ASSOCIATION/OH$13.8M1
244Guinness Asset Management LTD$13.7M1
245World Investment Advisors$13.7M1
246Regents Gate Capital LLP$13.6M1
247NEOS Investment Management LLC$12.9M1
248Lido Advisors, LLC$12.8M1
249BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$12.7M1
250Atria Investments, Inc$12.7M1
251Andra AP-fonden$12.5M1
252Renaissance Investment Group LLC$12.3M1
253Wealthfront Advisers LLC$12.2M1
254Sanctuary Advisors, LLC$12.1M1
255&PARTNERS$12.0M1
256Generali Asset Management SPA SGR$11.9M1
257Foresight Group Ltd Liability Partnership$11.8M1
258Tidal Investments LLC$11.6M1
259Kestra Advisory Services, LLC$11.2M1
260Schonfeld Strategic Advisors LLC$11.1M1
261Ethic Inc.$11.0M1
262MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$10.9M1
263MML INVESTORS SERVICES, LLC$10.8M1
264OpenArc Corporate Advisory, LLC$10.8M1
265OREGON PUBLIC EMPLOYEES RETIREMENT FUND$10.6M1
266PRUDENTIAL PLC$10.5M1
267MIRAE ASSET SECURITIES (USA) INC.$10.5M1
268LOWE BROCKENBROUGH & CO INC$10.4M1
269Elo Mutual Pension Insurance Co$10.3M1
270IEQ CAPITAL, LLC$10.1M1
271FLPUTNAM INVESTMENT MANAGEMENT CO$10.1M1
272Connor, Clark & Lunn Investment Management Ltd.$9.9M1
273Illinois Municipal Retirement Fund$9.9M1
274SummitTX Capital, L.P.$9.9M1
275MATTERN CAPITAL MANAGEMENT, LLC$9.8M1
276YOUSIF CAPITAL MANAGEMENT, LLC$9.8M1
277Rockefeller Capital Management L.P.$9.7M1
278Turtle Creek Wealth Advisors, LLC$9.7M1
279EDMOND DE ROTHSCHILD HOLDING S.A.$9.7M1
280Clearbridge Investments, LLC$9.6M1
281Assenagon Asset Management S.A.$9.6M1
282Silvant Capital Management LLC$9.5M1
283BLAIR WILLIAM & CO/IL$9.1M1
284Roberts Wealth Advisors, LLC$9.1M1
285MARTIN & CO INC /TN/$9.0M1
286Avanza Fonder AB$8.9M1
287Palmer Knight Co$8.7M1
288PRUDENTIAL FINANCIAL INC$8.7M1
289Focus Partners Wealth$8.7M1
290ExodusPoint Capital Management, LP$8.6M1
291OLD NATIONAL BANCORP /IN/$8.6M1
292FIRETRAIL INVESTMENTS PTY LTD$8.6M1
293Van Hulzen Asset Management, LLC$8.5M1
294CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$8.3M1
295Allworth Financial LP$8.3M1
296CWM, LLC$8.1M1
297Boston Common Asset Management, LLC$8.1M1
298REGIONS FINANCIAL CORP$8.1M1
299MARIETTA INVESTMENT PARTNERS LLC$8.0M1
300DE BURLO GROUP INC$8.0M1
301Grantham, Mayo, Van Otterloo & Co. LLC$8.0M1
302Progressive Investment Management Corp$7.9M1
303Atlantic Union Bankshares Corp$7.8M1
304Empowered Funds, LLC$7.7M1
305Hennion & Walsh Asset Management, Inc.$7.5M1
306Texas Capital Bank Wealth Management Services Inc$7.5M1
307Mill Capital Management, LLC$7.3M1
308Dai-ichi Life Insurance Company, Ltd$7.3M1
309Y-Intercept (Hong Kong) Ltd$7.2M1
310Jefferies Financial Group Inc.$7.2M1
311STRATEGIC PLANNING GROUP, LLC$7.1M1
312ARCADIA INVESTMENT MANAGEMENT CORP/MI$7.1M1
313ASSETMARK, INC$7.1M1
314HORAN Wealth, LLC$7.1M1
315Havemeyer Place LP$7.0M1
316Kintegral Advisory, LLC$6.9M1
317SALEM INVESTMENT COUNSELORS INC$6.7M1
318Federation des caisses Desjardins du Quebec$6.7M1
319Cyndeo Wealth Partners, LLC$6.7M1
320NatWest Group plc$6.7M1
321WESTFIELD CAPITAL MANAGEMENT CO LP$6.6M1
322EASTERN BANK$6.5M1
323Aventail Capital Group, LP$6.5M1
324Crossmark Global Holdings, Inc.$6.4M1
325CONDOR CAPITAL MANAGEMENT$6.4M1
326Private Advisor Group, LLC$6.4M1
327Capital International Sarl$6.3M1
328NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6.1M1
329OMERS ADMINISTRATION Corp$6.1M1
330Rafferty Asset Management, LLC$6.0M1
331CENTRAL TRUST Co$6.0M1
332Concurrent Investment Advisors, LLC$6.0M1
333River Wealth Advisors LLC$5.9M1
334Laird Norton Wetherby Trust Company, LLC$5.8M1
335PDT Partners, LLC$5.8M1
336HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$5.8M1
337Banque Cantonale Vaudoise$5.7M1
338Norinchukin Bank, The$5.7M1
339Pinnacle Financial Partners, Inc.$5.6M1
340Vinva Investment Management Ltd$5.6M1
341MIZUHO SECURITIES USA LLC$5.6M1
342Osmosis Investment Management UK Ltd$5.5M1
343Financiere des Professionnels - Fonds d'investissement inc.$5.5M1
344Shelter Rock Management, LLC$5.5M1
345Orion Porfolio Solutions, LLC$5.4M1
346Saranac Partners Ltd$5.4M1
347MAI Capital Management$5.4M1
348TKG Advisors, LLC$5.3M1
349Breakwater Capital Group$5.3M1
350HARTFORD INVESTMENT MANAGEMENT CO$5.3M1
351Rossmore Private Capital$5.3M1
352BENJAMIN EDWARDS INC$5.2M1
353Walleye Capital LLC$5.2M1
354LETSON INVESTMENT MANAGEMENT, INC.$5.1M1
355Capital International, Inc./CA/$5.1M1
356Ashton Thomas Private Wealth, LLC$5.1M1
357MGO ONE SEVEN LLC$5.0M1
358PINNACLE ASSOCIATES LTD$5.0M1
359GREAT LAKES ADVISORS, LLC$4.9M1
360PARK NATIONAL CORP /OH/$4.9M1
361Gerber Kawasaki Wealth & Investment Management$4.9M1
362Longaeva Partners L.P.$4.9M1
363Ascent Group, LLC$4.9M1
364Curi Capital, LLC$4.8M1
365BLI - Banque de Luxembourg Investments$4.8M1
366MEEDER ASSET MANAGEMENT INC$4.7M1
367FIDUCIARY TRUST CO$4.7M1
368WealthShield Partners, LLC$4.7M1
369FIFTH THIRD BANCORP$4.7M1
370Maryland State Retirement & Pension System$4.6M1
371Wakefield Asset Management LLLP$4.6M1
372EXCHANGE TRADED CONCEPTS, LLC$4.6M1
373Suncoast Equity Management$4.6M1
374CHOREO, LLC$4.6M1
375HARRELL INVESTMENT PARTNERS, LLC$4.5M1
376PARSONS CAPITAL MANAGEMENT INC/RI$4.5M1
377Albar Capital Partners LLP$4.5M1
378Aptus Capital Advisors, LLC$4.4M1
379SIGNATUREFD, LLC$4.4M1
380Apollon Wealth Management, LLC$4.4M1
381Baird Financial Group, Inc.$4.4M1
382SCOPUS ASSET MANAGEMENT, L.P.$4.3M1
383Siemens Fonds Invest GmbH$4.3M1
384Spire Wealth Management$4.3M1
385AMG National Trust Bank$4.3M1
386MASTERINVEST Kapitalanlage GmbH$4.2M1
387GREENWOOD CAPITAL ASSOCIATES LLC$4.2M1
388Argos Wealth Advisors, LLC$4.1M1
389Bank OZK$4.1M1
390SCS Capital Management LLC$4.1M1
391Stokes Capital Advisors, LLC$4.1M1
392HB Wealth Management, LLC$4.1M1
393FULLER & THALER ASSET MANAGEMENT, INC.$4.1M1
394CANANDAIGUA NATIONAL CORP$4.0M1
395BEESE FULMER INVESTMENT MANAGEMENT, INC.$4.0M1
396FRG Family Wealth Advisors LLC$4.0M1
397BUFFALO BUSINESS & ESTATE SERVICES LTD$3.9M1
398Meeder Advisory Services, Inc.$3.9M1
399Lombard Odier Asset Management (Switzerland) SA$3.9M1
400Beacon Pointe Advisors, LLC$3.9M1
401UMB Bank, n.a.$3.9M1
402Concentric Capital Strategies, LP$3.9M1
403Plato Investment Management Ltd$3.8M1
404HM PAYSON & CO$3.8M1
405Metis Global Partners, LLC$3.8M1
406MUFG Securities EMEA plc$3.8M1
407CAPITAL INTERNATIONAL LTD /CA/$3.7M1
408Qsemble Capital Management, LP$3.7M1
409Clear Harbor Asset Management, LLC$3.7M1
410BRADLEY FOSTER & SARGENT INC/CT$3.7M1
411Summit Financial, LLC$3.6M1
412Knollwood Investment Advisory, LLC$3.6M1
413Hardy Reed LLC$3.6M1
414Meridian Wealth Advisors, LLC$3.6M1
415UNITED CAPITAL FINANCIAL ADVISORS, LLC$3.6M1
416Fifth Third Wealth Advisors LLC$3.5M1
417ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$3.5M1
418LEAVELL INVESTMENT MANAGEMENT, INC.$3.5M1
419Lynch Asset Management, Inc.$3.5M1
420NOMURA HOLDINGS INC$3.5M1
421ALPINE WOODS CAPITAL INVESTORS, LLC$3.5M1
422KESTRA PRIVATE WEALTH SERVICES, LLC$3.4M1
423Invera Wealth Advisors, LLC$3.4M1
424Jain Global LLC$3.4M1
425GUGGENHEIM CAPITAL LLC$3.4M1
426Saudi Central Bank$3.4M1
427RKL Wealth Management LLC$3.4M1
428GROUPAMA ASSET MANAGMENT$3.3M1
429Monument Capital Management$3.3M1
430Mesirow Financial Investment Management, Inc.$3.3M1
431Groupe la Francaise$3.3M1
432Summit Trail Advisors, LLC$3.3M1
433ARGUS INVESTORS' COUNSEL, INC.$3.3M1
434QUADRANT CAPITAL GROUP LLC$3.2M1
435D.A. DAVIDSON & CO.$3.2M1
436TOKIO MARINE ASSET MANAGEMENT CO LTD$3.2M1
437Sequoia Financial Advisors, LLC$3.2M1
438SCOTIA CAPITAL INC.$3.2M1
439J.W. COLE ADVISORS, INC.$3.2M1
440Waverly Advisors, LLC$3.1M1
441OPPENHEIMER & CO INC$3.1M1
442SAGESPRING WEALTH PARTNERS, LLC$3.1M1
443Value Partners Investments Inc.$3.1M1
444Independent Advisor Alliance$3.1M1
445INTECH INVESTMENT MANAGEMENT LLC$3.1M1
446Savant Capital, LLC$3.1M1
447ALPS ADVISORS INC$3.1M1
448FIGURE 8 INVESTMENT STRATEGIES LLC$3.1M1
449Caprock Group, LLC$3.1M1
450RFG - Bristol Wealth Advisors, LLC$3.1M1
451CLIFFORD SWAN INVESTMENT COUNSEL LLC$3.0M1
452TWIN CAPITAL MANAGEMENT INC$3.0M1
453Lebenthal Global Advisors, LLC$3.0M1
454BROOKFIELD Corp /ON/$2.9M1
455Voleon Capital Management LP$2.9M1
456BURNEY CO/$2.9M1
457Verition Fund Management LLC$2.9M1
458GC Wealth Management RIA, LLC$2.9M1
459PFG Advisors$2.9M1
460Huntleigh Advisors, Inc.$2.9M1
461Merit Financial Group, LLC$2.9M1
462Texas Yale Capital Corp.$2.8M1
463Composition Wealth, LLC$2.8M1
464Quantbot Technologies LP$2.8M1
465PRINCIPAL SECURITIES, INC.$2.7M1
466COLDSTREAM CAPITAL MANAGEMENT INC$2.7M1
467Financial Engines Advisors L.L.C.$2.7M1
468Wilmington Savings Fund Society, FSB$2.7M1
469Inspire Investing, LLC$2.7M1
470North Dakota State Investment Board$2.7M1
471Trivium Point Advisory, LLC$2.7M1
472BARLOW WEALTH PARTNERS, LLC$2.7M1
473GREENLEAF TRUST$2.7M1
474Comprehensive Financial Consultants Institutional, Inc.$2.6M1
475Diversified Trust Co$2.6M1
476BRIDGEWAY CAPITAL MANAGEMENT, LLC$2.6M1
477Caldwell Trust Co$2.6M1
478Hilltop National Bank$2.6M1
479MUFG SECURITIES AMERICAS INC.$2.6M1
480Brooklyn Investment Group$2.5M1
481G&S Capital LLC$2.5M1
482MONTAG A & ASSOCIATES INC$2.5M1
483Massachusetts Wealth Management$2.5M1
484SECURIAN ASSET MANAGEMENT, INC$2.5M1
485OneDigital Investment Advisors LLC$2.5M1
486Cresset Asset Management, LLC$2.5M1
487Avalon Trust Co$2.5M1
488Moors & Cabot, Inc.$2.5M1
489Roundview Capital LLC$2.4M1
490Ballentine Partners, LLC$2.4M1
491Bridgefront Capital, LLC$2.4M1
492Callan Family Office, LLC$2.4M1
493FOUNDATIONS INVESTMENT ADVISORS, LLC$2.3M1
494Sterling Capital Management LLC$2.3M1
495Stablepoint Partners, LLC$2.3M1
496Envestnet Portfolio Solutions, Inc.$2.2M1
497Stratos Wealth Partners, LTD.$2.2M1
498CIBC WORLD MARKET INC.$2.2M1
499Delta Global Management LP$2.2M1
500ARGENT CAPITAL MANAGEMENT LLC$2.2M1
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 / 2 sell
Congress net ($ bound)−$65.0K to −$16.0K
Filers net (actions)not in build
Filers net ($ 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 TT

RETAINED WINDOW · ACTIVE HITS
Signal hits naming TT
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for TT · financials and macro

Financials — as filed PLANNED

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