Public record / Tickers / TTD

TTD — Trade Desk, Inc.

Both disclosure regimes on one name: who in Congress filed about TTD, 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
51
all PTR rows naming TTD
Members · 12m
2
9 buys · 7 sells · by trade date
Latest PTR
09-10
filed 2026-09-10
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

Bradley Scott Schneider · $250K–$500K

Sale · traded 2019-06-20 → filed 2019-06-21. Ranked over every TTD row by the provable lower bound, never a point estimate.

2 members · 9 buys / 7 sells

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

6 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

35 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. 35 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING TTD · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning TTD
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-10Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 08-18 +23d$1K–$15K
2026-09-04Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 07-17 LATE·49d$1K–$15K
2026-07-02Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 06-16 +16d$1K–$15K
2026-06-08Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 05-15 +24d$1K–$15K
2026-05-08Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 04-14 +24d$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 51 ↗

Members active in TTD

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing TTD 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.
Byron Donalds R–FL-198−$56.0K to $56.0K2
Gilbert Ray Cisneros, Jr. D–CA-318−$40.0K to $72.0K2

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

Congress ↔ notable managers · TTD

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

Congress · last 90 days

Buyers
1 Gilbert Ray Cisneros, Jr. D–CA-31 $2K–$30K
Sellers
1 Gilbert Ray Cisneros, Jr. D–CA-31 $1K–$15K

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

Notable managers · quarter ended 2026-03-31

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

Merged timeline of congressional filings and notable-manager moves on TTD
DateWhoChangeSize
2026-09-10Gilbert Ray Cisneros, Jr. CongressPurchase$1K–$15K
2026-09-04Gilbert Ray Cisneros, Jr. CongressPurchase$1K–$15K
2026-07-02Gilbert Ray Cisneros, Jr. CongressSale$1K–$15K
2026-05-15Coatue Management 13Fnew+1,387,089 sh
2026-05-15Gotham Asset Management 13Fadd+126,058 sh
2026-05-15Tudor Investment Corp 13Ftrim−126,861 sh
2026-05-15Bridgewater Associates 13Fexit−157,968 sh
2026-05-14Caxton Associates 13Fadd+91,560 sh

8 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 TTD for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1STATE STREET CORP$1.0B1
2BlackRock, Inc.$851M1
3VANGUARD CAPITAL MANAGEMENT LLC$650M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$509M1
5TWO SIGMA INVESTMENTS, LP$321M1
6MORGAN STANLEY$199M1
7Invesco Ltd.$190M1
8FEDERATED HERMES, INC.$173M1
9WORLDQUANT MILLENNIUM ADVISORS LLC$129M1
10Alyeska Investment Group, L.P.$128M1
11VOLORIDGE INVESTMENT MANAGEMENT, LLC$125M1
12RENAISSANCE TECHNOLOGIES LLC$123M1
13MILLENNIUM MANAGEMENT LLC$112M1
14CITIGROUP INC$111M1
15D. E. Shaw & Co., Inc.$108M1
16BANK OF AMERICA CORP /DE/$103M1
17NORTHERN TRUST CORP$88.9M1
18UBS Group AG$80.3M1
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC$79.5M1
20CITADEL ADVISORS LLC$76.5M1
21DEUTSCHE BANK AG\$73.2M1
22Assenagon Asset Management S.A.$73.0M1
23JACOBS LEVY EQUITY MANAGEMENT, INC$71.1M1
24Amundi$69.3M1
25FMR LLC$60.8M1
26Legal & General Group Plc$58.2M1
27VANGUARD FIDUCIARY TRUST CO$57.7M1
28SUSQUEHANNA INTERNATIONAL GROUP, LLP$51.5M1
29CANADA PENSION PLAN INVESTMENT BOARD$44.6M1
30UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$44.4M1
31Squarepoint Ops LLC$44.0M1
32BNP Paribas Asset Management Holding S.A.$40.0M1
33Quantinno Capital Management LP$34.0M1
34FIRST TRUST ADVISORS LP$32.9M1
35BANK OF NOVA SCOTIA$31.6M1
36COATUE MANAGEMENT LLC$31.5M1
37Retirement Systems of Alabama$29.7M1
38Candriam S.C.A.$29.6M1
39Swiss National Bank$29.3M1
40PRIMECAP MANAGEMENT CO/CA/$28.0M1
41RAYMOND JAMES FINANCIAL INC$25.3M1
42HSBC HOLDINGS PLC$24.7M1
43HARDING LOEVNER LP$24.3M1
44Nuveen, LLC$24.0M1
45WELLS FARGO & COMPANY/MN$23.4M1
46Voleon Capital Management LP$23.2M1
47ROYAL BANK OF CANADA$22.7M1
48Mitsubishi UFJ Asset Management Co., Ltd.$22.6M1
49Vanguard Global Advisers, LLC$21.9M1
50TUDOR INVESTMENT CORP ET AL$19.4M1
51Man Group plc$18.5M1
52VANGUARD ASSET MANAGEMENT, Ltd$17.4M1
53ALLIANCEBERNSTEIN L.P.$17.1M1
54DIMENSIONAL FUND ADVISORS LP$16.1M1
55CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$16.0M1
56Clear Street Group Inc.$15.9M1
57FORA Capital, LLC$13.5M1
58AQR CAPITAL MANAGEMENT LLC$13.4M1
59ING GROEP NV$13.1M1
60PRINCIPAL FINANCIAL GROUP INC$12.1M1
61IMC-Chicago, LLC$12.0M1
62Distillate Capital Partners LLC$12.0M1
63CIBC Bancorp USA Inc.$11.2M1
64LPL Financial LLC$10.9M1
65SCHRODER INVESTMENT MANAGEMENT GROUP$10.8M1
66PFA Pension, Forsikringsaktieselskab$10.2M1
67JUPITER ASSET MANAGEMENT LTD$10.2M1
68Zurcher Kantonalbank (Zurich Cantonalbank)$10.0M1
69PEAK6 LLC$9.8M1
70STATE OF WISCONSIN INVESTMENT BOARD$9.3M1
71STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$9.1M1
72ADAGE CAPITAL PARTNERS GP, L.L.C.$8.9M1
73Trexquant Investment LP$8.9M1
74Engineers Gate Manager LP$8.8M1
75JANE STREET GROUP, LLC$8.7M1
76AVIVA PLC$8.6M1
77Janus Henderson Group Ltd.$8.6M1
78Pictet Asset Management Holding SA$8.4M1
79NATIONAL BANK OF CANADA /FI/$8.3M1
80BANK OF MONTREAL /CAN/$7.9M1
81Qube Research & Technologies Ltd$7.9M1
82NATIXIS$7.7M1
83ROYAL LONDON ASSET MANAGEMENT LTD$7.4M1
84JACOBSON & SCHMITT ADVISORS, LLC$7.4M1
85FRONTIER CAPITAL MANAGEMENT CO LLC$7.3M1
86MANUFACTURERS LIFE INSURANCE COMPANY, THE$6.7M1
87CIBC WORLD MARKET INC.$6.4M1
88Creative Planning$6.2M1
89Brookstone Capital Management$5.7M1
90US BANCORP \DE\$5.7M1
91Arthedge Capital Management, LLC$5.5M1
92SEI INVESTMENTS CO$5.3M1
93CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$5.3M1
94Edgestream Partners, L.P.$5.3M1
95Parallax Volatility Advisers, L.P.$5.1M1
96Vanguard Investments Australia, Ltd.$5.0M1
97AustralianSuper Pty Ltd$5.0M1
98Chevy Chase Trust Holdings, LLC$4.9M1
99TORONTO DOMINION BANK$4.9M1
100Universal- Beteiligungs- und Servicegesellschaft mbH$4.7M1
101Counterpoint Mutual Funds LLC$4.7M1
102PRUDENTIAL FINANCIAL INC$4.7M1
103Korea Investment CORP$4.7M1
104TD ASSET MANAGEMENT INC$4.6M1
105CAXTON ASSOCIATES LLP$4.5M1
106Asset Management One Co., Ltd.$4.3M1
107STIFEL FINANCIAL CORP$4.3M1
108Cerity Partners LLC$4.1M1
109Swedbank AB$3.9M1
110Ensign Peak Advisors, Inc$3.9M1
111CREDIT AGRICOLE S A$3.8M1
112BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$3.7M1
113COMMONWEALTH EQUITY SERVICES, LLC$3.7M1
114Calamos Advisors LLC$3.6M1
115State of New Jersey Common Pension Fund D$3.5M1
116Walleye Trading LLC$3.5M1
117NOMURA HOLDINGS INC$3.5M1
118Optiver Holding B.V.$3.4M1
119BAILLIE GIFFORD & CO$3.4M1
120Tredje AP-fonden$3.4M1
121Aquatic Capital Management LLC$3.4M1
122NOMURA ASSET MANAGEMENT CO LTD$3.4M1
123Vontobel Holding Ltd.$3.3M1
124Quadrature Capital Ltd$3.2M1
125Aware Super Pty Ltd as trustee of Aware Super$3.2M1
126Gotham Asset Management, LLC$3.2M1
127Texas Yale Capital Corp.$3.1M1
128Lansforsakringar Fondforvaltning AB (publ)$3.0M1
129Resona Asset Management Co.,Ltd.$2.9M1
130FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$2.9M1
131OSSIAM$2.9M1
132Susquehanna Portfolio Strategies, LLC$2.8M1
133Czech National Bank$2.7M1
134Arizona State Retirement System$2.7M1
135XPONANCE LLC$2.7M1
136STATE OF MICHIGAN RETIREMENT SYSTEM$2.6M1
137OSAIC HOLDINGS, INC.$2.6M1
138Corient Private Wealth LLC$2.6M1
139MERCER GLOBAL ADVISORS INC /ADV$2.5M1
140Ruffer LLP$2.5M1
141Leibman Financial Services, Inc.$2.5M1
142Focus Partners Wealth$2.4M1
143Linden Thomas Advisory Services, LLC$2.4M1
144TWO SIGMA SECURITIES, LLC$2.4M1
145CIBC Asset Management Inc$2.4M1
146Vident Advisory, LLC$2.3M1
147Aberdeen Group plc$2.3M1
148COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.3M1
149MACKENZIE FINANCIAL CORP$2.3M1
150Cetera Investment Advisers$2.2M1
151VOYA INVESTMENT MANAGEMENT LLC$2.2M1
152National Pension Service$2.2M1
153MAI Capital Management$2.2M1
154Ironwood Investment Counsel, LLC$2.1M1
155Swiss Life Asset Management Ltd$2.1M1
156COMMERCE BANK$2.1M1
157Marex Group Ltd$2.0M1
158IFM Investors Pty Ltd$2.0M1
159Mirae Asset Global Investments Co., Ltd.$2.0M1
160SEB Asset Management AB$2.0M1
161Tyro Capital Management LLC$2.0M1
162LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2.0M1
163Y-Intercept (Hong Kong) Ltd$2.0M1
164OMERS ADMINISTRATION Corp$2.0M1
165USS Investment Management Ltd$2.0M1
166Woodline Partners LP$2.0M1
167FIFTH THIRD BANCORP$1.9M1
168Mariner, LLC$1.9M1
169RFG Advisory, LLC$1.9M1
170Daiwa Securities Group Inc.$1.9M1
171Jefferies Financial Group Inc.$1.8M1
172AWM CAPITAL, LLC$1.8M1
173ENVESTNET ASSET MANAGEMENT INC$1.8M1
174Baird Financial Group, Inc.$1.8M1
175CWM, LLC$1.8M1
176PUBLIC SECTOR PENSION INVESTMENT BOARD$1.8M1
177Robeco Institutional Asset Management B.V.$1.7M1
178Fulcrum Capital LLC$1.6M1
179Utah Retirement Systems$1.6M1
180Synergy Financial Group, LTD$1.6M1
181UniSuper Management Pty Ltd$1.6M1
182LaFleur & Godfrey LLC$1.5M1
183PANAGORA ASSET MANAGEMENT INC$1.5M1
184NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.5M1
185Strategic Advisors LLC$1.5M1
186ProShare Advisors LLC$1.5M1
187Torrey Growth & Income Advisors$1.5M1
188CAPITAL ADVISORS INC/OK$1.5M1
189HighTower Advisors, LLC$1.5M1
190WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.5M1
191NEOS Investment Management LLC$1.5M1
192MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.5M1
193QRG CAPITAL MANAGEMENT, INC.$1.5M1
194Atom Investors LP$1.5M1
195Generali Asset Management SPA SGR$1.4M1
196Beacon Pointe Advisors, LLC$1.4M1
197Rakuten Investment Management, Inc.$1.4M1
198AMERICAN CENTURY COMPANIES INC$1.4M1
199BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.4M1
200Ashton Thomas Private Wealth, LLC$1.4M1
201Topline Capital Management, LLC$1.4M1
202Summit Trail Advisors, LLC$1.3M1
203Headlands Technologies LLC$1.3M1
204KIECKHEFER GROUP LLC$1.3M1
205GROUP ONE TRADING LLC$1.3M1
206Apollon Wealth Management, LLC$1.3M1
207Centiva Capital, LP$1.3M1
208Sumitomo Mitsui DS Asset Management Company, Ltd$1.3M1
209NISSAY ASSET MANAGEMENT CORP /JAPAN$1.3M1
210Vanguard Personalized Indexing Management, LLC$1.3M1
211Grantham, Mayo, Van Otterloo & Co. LLC$1.2M1
212Bridgefront Capital, LLC$1.2M1
213MML INVESTORS SERVICES, LLC$1.2M1
214Warm Springs Advisors Inc.$1.2M1
215Moors & Cabot, Inc.$1.2M1
216MONEY CONCEPTS CAPITAL CORP$1.2M1
217NEEDHAM INVESTMENT MANAGEMENT LLC$1.2M1
218ABLES, IANNONE, MOORE & ASSOCIATES, INC.$1.2M1
219OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.1M1
220Pathstone Holdings, LLC$1.1M1
221MISSION WEALTH MANAGEMENT, LP$1.1M1
222Tidal Investments LLC$1.1M1
223Savant Capital, LLC$1.1M1
224MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.1M1
225Walleye Capital LLC$1.0M1
226XTX Topco Ltd$1.0M1
227TD Waterhouse Canada Inc.$1.0M1
228OP Asset Management Ltd$991K1
229NORDEA INVESTMENT MANAGEMENT AB$968K1
230WINTON GROUP Ltd$967K1
231HUSSMAN STRATEGIC ADVISORS, INC.$953K1
232Integrated Financial Solutions, Inc.$936K1
233Point Windward Advisors Inc.$925K1
234Bleakley Financial Group, LLC$917K1
235Sphera Management Technology Funds Ltd$908K1
236DoubleLine ETF Adviser LP$891K1
237Krane Funds Advisors LLC$891K1
238AXQ CAPITAL, LP$874K1
239Rockefeller Capital Management L.P.$869K1
240WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD$864K1
241VestGen Advisors, LLC$860K1
242Rafferty Asset Management, LLC$859K1
243Wealthfront Advisers LLC$858K1
244NewEdge Advisors, LLC$856K1
245Mesirow Financial Investment Management, Inc.$848K1
246D.A. DAVIDSON & CO.$841K1
247Eurizon Capital SGR S.p.A.$838K1
248Caprock Group, LLC$825K1
249Evergreen Wealth Management, LLC$816K1
250Empirical Asset Management, LLC$773K1
251CAPSTONE INVESTMENT ADVISORS, LLC$736K1
252Inspire Advisors, LLC$729K1
253NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$727K1
254Kestra Advisory Services, LLC$724K1
255Maven Securities LTD$716K1
256Investment Management Corp of Ontario$715K1
257MIRABELLA FINANCIAL SERVICES LLP$700K1
258INTECH INVESTMENT MANAGEMENT LLC$696K1
259Inspire Investing, LLC$692K1
260TRUIST FINANCIAL CORP$691K1
261Federation des caisses Desjardins du Quebec$689K1
262FRANKLIN RESOURCES INC$688K1
263WCG Wealth Advisors LLC$676K1
264Rare Wolf Capital LLC$674K1
265Malaga Cove Capital, LLC$669K1
266AZZAD ASSET MANAGEMENT INC /ADV$665K1
267Equitable Holdings, Inc.$638K1
268OXFORD ASSET MANAGEMENT LLP$638K1
269HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$628K1
270Allianz Asset Management GmbH$619K1
271CenterStar Asset Management, LLC$614K1
272MIZUHO SECURITIES USA LLC$604K1
273PROFUND ADVISORS LLC$603K1
274Clear Harbor Asset Management, LLC$601K1
275Norinchukin Bank, The$601K1
276&PARTNERS$598K1
277M&T BANK CORP$592K1
278Congress Park Capital LLC$562K1
279STOREBRAND ASSET MANAGEMENT AS$554K1
280Sequoia Financial Advisors, LLC$545K1
281UNITED CAPITAL FINANCIAL ADVISORS, LLC$542K1
28271 West Capital Partners$539K1
283Wealthcare Advisory Partners LLC$537K1
284KEYBANK NATIONAL ASSOCIATION/OH$529K1
285ASSETMARK, INC$527K1
286Allspring Global Investments Holdings, LLC$512K1
287Checchi Capital Advisers, LLC$506K1
288Maryland State Retirement & Pension System$492K1
289Bayesian Capital Management, LP$490K1
290Odyssean, LLC$489K1
291Everhart Financial Group, Inc.$474K1
292Prospera Financial Services Inc$464K1
293Avanza Fonder AB$464K1
294Northwest & Ethical Investments L.P.$462K1
295KING LUTHER CAPITAL MANAGEMENT CORP$456K1
296BLAIR WILLIAM & CO/IL$454K1
297TOKIO MARINE ASSET MANAGEMENT CO LTD$454K1
298Zuckerman Investment Group, LLC$454K1
299SHELTON CAPITAL MANAGEMENT$454K1
300LITTLEJOHN FINANCIAL SERVICES, INC.$447K1
301Diametric Capital, LP$444K1
302FLAGSHIP HARBOR ADVISORS, LLC$440K1
303BENJAMIN EDWARDS INC$439K1
304Kingsview Wealth Management, LLC$437K1
305Cherry Creek Investment Advisors, Inc.$433K1
306Orion Capital Management LLC$430K1
307Elo Mutual Pension Insurance Co$426K1
308Freestone Capital Holdings, LLC$423K1
309Jacksonville Wealth Management, LLC$417K1
310MUFG Securities EMEA plc$410K1
311Empowered Funds, LLC$408K1
312MACQUARIE GROUP LTD$407K1
313Worthington Financial Partners, LLC$406K1
314GUGGENHEIM CAPITAL LLC$405K1
315Steward Partners Investment Advisory, LLC$405K1
316Sanctuary Advisors, LLC$405K1
317ASR Vermogensbeheer N.V.$401K1
318Weiss Asset Management LP$398K1
319Tower Research Capital LLC (TRC)$397K1
320Inscription Capital, LLC$394K1
321All Terrain Financial Advisors, LLC$379K1
322ABN AMRO INVESTMENT SOLUTIONS$377K1
323Talon Private Wealth, LLC$377K1
324World Investment Advisors$376K1
325Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$373K1
326TFC Financial Management, Inc.$372K1
327Qsemble Capital Management, LP$363K1
328EP Wealth Advisors, LLC$361K1
329Dynasty Wealth Management, LLC$356K1
330Merit Financial Group, LLC$348K1
331CHOREO, LLC$347K1
332STANSBERRY ASSET MANAGEMENT, LLC$341K1
333BROWN ADVISORY INC$337K1
334LMR Partners LLP$325K1
335Metis Global Partners, LLC$323K1
336Concurrent Investment Advisors, LLC$320K1
337NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$320K1
338COLDSTREAM CAPITAL MANAGEMENT INC$313K1
339Chicago Partners Investment Group LLC$299K1
340North Dakota State Investment Board$296K1
341Lifestyle Asset Management, Inc.$289K1
342Independent Advisor Alliance$280K1
343Baker Avenue Asset Management, LP$279K1
344GTS SECURITIES LLC$278K1
345Annis Gardner Whiting Capital Advisors, LLC$278K1
346Centurion Wealth Management LLC$274K1
347Ausdal Financial Partners, Inc.$274K1
348SECURIAN ASSET MANAGEMENT, INC$269K1
349HB Wealth Management, LLC$262K1
350Verition Fund Management LLC$258K1
351Crossmark Global Holdings, Inc.$257K1
352SIGNATUREFD, LLC$256K1
353Allworth Financial LP$255K1
354Blackstone Inc.$255K1
355Cresset Asset Management, LLC$251K1
356Machina Capital S.A.S.$250K1
357TOWNSQUARE CAPITAL LLC$249K1
358CENTRAL TRUST Co$244K1
359Goldstone Financial Group, LLC$242K1
360Aaron Wealth Advisors LLC$238K1
361Interchange Capital Partners, LLC$238K1
362Calamos Wealth Management LLC$222K1
363Cypress Point Wealth Management, LLC$220K1
364WEALTH ALLIANCE, LLC$220K1
365HUB Investment Partners, LLC$219K1
366Spartan Wealth Advisory Services LLC$219K1
367FOX RUN MANAGEMENT, L.L.C.$217K1
368OPPENHEIMER & CO INC$217K1
369Snowden Capital Advisors LLC$214K1
370Redwood Financial Network Corp$210K1
371Pine Valley Investments Ltd Liability Co$207K1
372Summit Financial, LLC$205K1
373Qtron Investments LLC$204K1
374INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$183K1
375TEMA ETFS LLC$173K1
376Siemens Fonds Invest GmbH$144K1
377EVOKE WEALTH, LLC$142K1
378Havemeyer Place LP$135K1
379BEACON INVESTMENT ADVISORY SERVICES, INC.$133K1
380Spire Wealth Management$129K1
381Rakuten Securities, Inc.$111K1
382Wilmington Savings Fund Society, FSB$106K1
383EXCHANGE TRADED CONCEPTS, LLC$100K1
384Hunting Hill Global Capital, LLC$93.6K1
385Smartleaf Asset Management LLC$92.8K1
386Compagnie Lombard Odier SCmA$88.0K1
387Geneos Wealth Management Inc.$86.7K1
388Cassaday & Co Wealth Management LLC$85.8K1
389HHM Wealth Advisors, LLC$83.5K1
390MATHER GROUP, LLC.$80.8K1
391FIL Ltd$69.4K1
392Cache Advisors, LLC$62.8K1
393MCF Advisors LLC$60.9K1
394Larson Financial Group LLC$59.4K1
395EFG International AG$59.0K1
396QUADRANT CAPITAL GROUP LLC$57.8K1
397WESTPAC BANKING CORP$57.4K1
398Abound Wealth Management$55.9K1
399Vanguard National Trust Co$54.7K1
400ACADIAN ASSET MANAGEMENT LLC$50.7K1
401SHP Wealth Management$50.2K1
402Clearstead Advisors, LLC$43.1K1
403CNB Bank$40.8K1
404Blue Trust, Inc.$34.9K1
405Avalon Trust Co$29.4K1
406Atlantic Union Bankshares Corp$28.4K1
407S-Bank Fund Management Ltd$28.2K1
408Elequin Capital, LP$26.6K1
409Arax Advisory Partners$26.0K1
410Parkside Financial Bank & Trust$25.1K1
411UMB Bank, n.a.$24.2K1
412EASTERN BANK$22.7K1
413Founders Capital Management$22.7K1
414KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$22.4K1
415Oakum Bay Capital LLC$20.4K1
416SALEM INVESTMENT COUNSELORS INC$19.1K1
417Destiny Wealth Partners, LLC$19.0K1
418Triumph Capital Management$18.7K1
419True Wealth Design, LLC$18.5K1
420CVA Family Office, LLC$17.5K1
421Manchester Capital Management LLC$16.6K1
422Johnson Financial Group, Inc.$16.1K1
423ELEVATION WEALTH PARTNERS, LLC$15.9K1
424Truvestments Capital LLC$14.8K1
425HM PAYSON & CO$13.2K1
426Kingdom Financial Group LLC.$12.7K1
427Bayforest Capital Ltd$11.5K1
428CONSULTIVA WEALTH MANAGEMENT, CORP.$11.3K1
429N.E.W. Advisory Services LLC$10.0K1
430TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$9.8K1
431Y.D. More Investments Ltd$9.1K1
432Caitong International Asset Management Co., Ltd$7.7K1
433Pinnacle Wealth Planning Services, Inc.$7.6K1
434MEEDER ASSET MANAGEMENT INC$7.2K1
4351 NORTH WEALTH SERVICES LLC$7.0K1
436DekaBank Deutsche Girozentrale$7.0K1
437Owl Creek Wealth Partners LLC$7.0K1
438Costello Asset Management, INC$6.8K1
439Rachor Investment Advisory Services, LLC$6.8K1
440WealthCollab, LLC$6.8K1
441ALLIANZ SE$6.6K1
442CANADA LIFE ASSURANCE Co$6.4K1
443JFS WEALTH ADVISORS, LLC$5.7K1
444Vermillion Wealth Management, Inc.$5.7K1
445FARMERS & MERCHANTS INVESTMENTS INC$5.7K1
446Kilter Group LLC$5.6K1
447TopTier Wealth Management, LLC$5.4K1
448Hamrick Investment Counsel, llc$5.3K1
449Bravera Wealth$4.7K1
450HRT FINANCIAL LP$4.6K1
451Axiom Investment Management LLC$4.6K1
452Banque Transatlantique SA$4.3K1
453Treasurer of the State of North Carolina$4.3K1
454FINANCIAL CONSULATE, INC$4.1K1
455Quarry LP$4.1K1
456KBC Group NV$4.1K1
457Darwin Wealth Management, LLC$4.0K1
458Redwood Park Advisors LLC$3.9K1
459Bell Investment Advisors, Inc$3.8K1
460Clayton Financial Group LLC$3.7K1
461Ritter Daniher Financial Advisory LLC / DE$3.4K1
462NFSG Corp$3.4K1
463GHP Investment Advisors, Inc.$3.3K1
464Evelyn Partners Asset Management Ltd$3.2K1
465Wealth Enhancement Trust Services, Inc.$3.2K1
466Physician Wealth Advisors, Inc.$3.1K1
467MV CAPITAL MANAGEMENT, INC.$3.1K1
468Dogwood Wealth Management LLC$3.0K1
469Hilltop National Bank$2.9K1
470JPL Wealth Management, LLC$2.9K1
471Transamerica Financial Advisors, LLC$2.6K1
472Crewe Advisors LLC$2.6K1
473Financial Perspectives, Inc$2.5K1
474BROWN, LISLE/CUMMINGS, INC.$2.3K1
475Altshuler Shaham Ltd$2.3K1
476Smallwood Wealth Investment Management, LLC$2.3K1
477Asset Dedication, LLC$2.1K1
478Legacy Wealth Managment, LLC/ID$2.1K1
479Cromwell Holdings LLC$2.0K1
480Frazier Financial Advisors, LLC$1.9K1
481CALDWELL SUTTER CAPITAL, INC.$1.8K1
482VISION FINANCIAL MARKETS LLC$1.7K1
483Investors Research Corp$1.7K1
484SWAN Capital LLC$1.7K1
485HighMark Wealth Management LLC$1.7K1
486SUMMIT SECURITIES GROUP LLC$1.6K1
487Grove Bank & Trust$1.6K1
488Prestige Wealth Management Group LLC$1.5K1
489DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$1.5K1
490Marquette Asset Management, LLC$1.5K1
491Blume Capital Management, Inc.$1.4K1
492WEBSTER BANK, N. A.$1.4K1
493West Branch Capital LLC$1.4K1
494DecisionPoint Financial, LLC$1.4K1
495THRIVENT FINANCIAL FOR LUTHERANS$1.3K1
496PayPay Securities Corp$1.3K1
497Sachetta, LLC$1.2K1
498Kimelman & Baird, LLC$1.1K1
499SouthState Bank Corp$1.0K1
500Signature Equity Partners, LLC$1.0K1
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)9 buy / 7 sell
Congress net ($ bound)−$96.0K to $128K
Filers net (actions)not in build
Filers net ($ 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 TTD

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for TTD · financials and macro

Financials — as filed PLANNED

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