Public record / Tickers / TW

TW — Tradeweb Markets Inc.

Both disclosure regimes on one name: who in Congress filed about TW, 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
14
all PTR rows naming TW
Members · 12m
2
2 buys · 1 sells · by trade date
Latest PTR
01-13
filed 2026-01-13
13F holders
481
top-481 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

Julia Letlow · $1.0K–$15.0K

Sale · traded 2025-10-01 → filed 2026-01-13. Ranked over every TW row by the provable lower bound, never a point estimate.

2 members · 2 buys / 1 sells

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

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

8 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. 8 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING TW · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning TW
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-01-13Julia Letlow R–LA-5SaleTraded 2025-10-01 LATE·104d$1K–$15K
2026-01-13Julia Letlow R–LA-5PurchaseTraded 2025-07-29 LATE·168d$1K–$15K
2025-11-18Byron Donalds R–FL-19Purchase · SP (spouse-owned)Traded 10-09 +40d$1K–$15K
2025-11-18Byron Donalds R–FL-19PurchaseTraded 10-09 +40d$1K–$15K
2025-10-07Byron Donalds R–FL-19SaleTraded 09-04 +33d$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 14 ↗

Members active in TW

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing TW 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-192$2.0K to $30.0K2
Julia Letlow R–LA-51−$15.0K to −$1.0K2

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

Congress ↔ notable managers · TW

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

Congress · last 90 days

Buyers
0
Sellers
0

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

Notable managers · quarter ended 2026-03-31

Trimming
1 Viking Global Investors $0 held

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

Merged timeline of congressional filings and notable-manager moves on TW
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+52,567 sh
2026-05-15Bridgewater Associates 13Fnew+3,226 sh
2026-05-15Viking Global Investors 13Fexit−2,768,659 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 TW for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1WELLINGTON MANAGEMENT GROUP LLP$883M1
2BlackRock, Inc.$803M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$660M1
4VANGUARD CAPITAL MANAGEMENT LLC$611M1
5AQR CAPITAL MANAGEMENT LLC$341M1
6Linonia Partnership LP$328M1
7STATE STREET CORP$323M1
8Grantham, Mayo, Van Otterloo & Co. LLC$312M1
9CANTILLON CAPITAL MANAGEMENT LLC$279M1
10Capital World Investors$259M1
11MILLENNIUM MANAGEMENT LLC$232M1
12UBS Group AG$227M1
13MORGAN STANLEY$200M1
14NORDEA INVESTMENT MANAGEMENT AB$194M1
15Champlain Investment Partners, LLC$173M1
16FRANKLIN RESOURCES INC$160M1
17JUPITER ASSET MANAGEMENT LTD$131M1
18HARDING LOEVNER LP$128M1
19KENSICO CAPITAL MANAGEMENT CORP$119M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$116M1
21AMERICAN CENTURY COMPANIES INC$113M1
22Capital International Investors$109M1
23BANK OF AMERICA CORP /DE/$97.0M1
24FIL Ltd$92.7M1
25VANGUARD FIDUCIARY TRUST CO$84.6M1
26CITADEL ADVISORS LLC$82.4M1
27JANE STREET GROUP, LLC$81.9M1
28UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$81.8M1
29NORTHERN TRUST CORP$78.9M1
30NOMURA ASSET MANAGEMENT CO LTD$74.4M1
31Mawer Investment Management Ltd.$73.7M1
32FMR LLC$64.5M1
33Artisan Partners Limited Partnership$62.5M1
34Stephens Investment Management Group LLC$62.3M1
35Square Wave Capital, LLC$58.2M1
36DIMENSIONAL FUND ADVISORS LP$56.6M1
37HMI Capital Management, L.P.$54.6M1
38Focus Partners Wealth$52.8M1
39Junto Capital Management LP$50.3M1
40TD ASSET MANAGEMENT INC$49.8M1
41Engineers Gate Manager LP$49.3M1
42RENAISSANCE TECHNOLOGIES LLC$48.1M1
43Fiera Capital Corp$48.0M1
44D. E. Shaw & Co., Inc.$45.2M1
45RAYMOND JAMES FINANCIAL INC$45.0M1
46BAMCO INC /NY/$43.2M1
47CIBC Bancorp USA Inc.$40.2M1
48North Reef Capital Management LP$39.7M1
49PRIMECAP MANAGEMENT CO/CA/$38.6M1
50Fisher Funds Management LTD$35.7M1
51Vinva Investment Management Ltd$35.5M1
52TWO SIGMA INVESTMENTS, LP$35.4M1
53WORLDQUANT MILLENNIUM ADVISORS LLC$32.6M1
54RENAISSANCE GROUP LLC$32.2M1
55AustralianSuper Pty Ltd$31.8M1
56Legal & General Group Plc$31.7M1
57Qube Research & Technologies Ltd$27.8M1
58Gotham Asset Management, LLC$26.9M1
59CREDIT AGRICOLE S A$26.6M1
60Praesidium Investment Management Company, LLC$26.4M1
61DEUTSCHE BANK AG\$26.3M1
62CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$26.2M1
63Invesco Ltd.$25.8M1
64Nuveen, LLC$24.6M1
65Altshuler Shaham Ltd$24.1M1
66Norinchukin Bank, The$22.8M1
67Amundi$22.2M1
68SEI INVESTMENTS CO$21.7M1
69BNP Paribas Asset Management Holding S.A.$19.6M1
70Carnegie Investment Counsel$18.7M1
71VOYA INVESTMENT MANAGEMENT LLC$18.6M1
72WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD$17.9M1
73Sumitomo Mitsui DS Asset Management Company, Ltd$17.5M1
74Robeco Institutional Asset Management B.V.$15.6M1
75CITIGROUP INC$14.8M1
76SUSQUEHANNA INTERNATIONAL GROUP, LLP$14.2M1
77Mitsubishi UFJ Asset Management Co., Ltd.$14.1M1
78IEQ CAPITAL, LLC$14.0M1
79Prana Capital Management, LP$13.5M1
80BALYASNY ASSET MANAGEMENT L.P.$13.2M1
81Korea Investment CORP$12.9M1
82Sone Capital Management, LLC$12.0M1
83PICTON MAHONEY ASSET MANAGEMENT$12.0M1
84STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$11.7M1
85Mariner, LLC$11.7M1
86WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$11.1M1
87Cornerstone Advisors, LLC$10.9M1
88Cerity Partners LLC$9.7M1
89GDS Wealth Management$9.2M1
90Moran Wealth Management, LLC$9.2M1
91Squarepoint Ops LLC$8.9M1
92AIA Group Ltd$8.9M1
93Creative Planning$8.8M1
94Walleye Capital LLC$8.5M1
95Trexquant Investment LP$8.4M1
96Asset Management One Co., Ltd.$8.3M1
97ENVESTNET ASSET MANAGEMENT INC$8.2M1
98Nutshell Asset Management Ltd$8.2M1
99CWM, LLC$8.1M1
100OMERS ADMINISTRATION Corp$8.1M1
101ASSETMARK, INC$8.0M1
102STATE OF WISCONSIN INVESTMENT BOARD$8.0M1
103Sequoia Financial Advisors, LLC$8.0M1
104Interval Partners, LP$7.9M1
105Universal- Beteiligungs- und Servicegesellschaft mbH$7.8M1
106SeaTown Holdings Pte. Ltd.$7.7M1
107AVIVA PLC$7.7M1
108Cresset Asset Management, LLC$7.4M1
109ExodusPoint Capital Management, LP$7.2M1
110Allspring Global Investments Holdings, LLC$7.2M1
111WELLS FARGO & COMPANY/MN$7.1M1
112Pinnacle Financial Partners, Inc.$7.1M1
113VANGUARD ASSET MANAGEMENT, Ltd$6.8M1
114FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$6.6M1
115MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$6.6M1
116Vanguard Investments Australia, Ltd.$6.4M1
117Quantinno Capital Management LP$6.4M1
118Montanaro Asset Management Ltd$6.3M1
119FIRST TRUST ADVISORS LP$6.0M1
120Tredje AP-fonden$5.9M1
121APG Asset Management N.V.$5.9M1
122PRUDENTIAL PLC$5.8M1
123Connor, Clark & Lunn Investment Management Ltd.$5.6M1
124Vanguard Global Advisers, LLC$5.6M1
125CANADA PENSION PLAN INVESTMENT BOARD$5.5M1
126Pictet Asset Management Holding SA$5.3M1
127Intrinsic Edge Capital Management LLC$5.3M1
128Cinctive Capital Management LP$5.2M1
129Meiji Yasuda Asset Management Co Ltd.$5.2M1
130Advisors Capital Management, LLC$5.2M1
131NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5.1M1
132BLAIR WILLIAM & CO/IL$5.0M1
133Assenagon Asset Management S.A.$5.0M1
134ALLIANCEBERNSTEIN L.P.$5.0M1
135LAZARD ASSET MANAGEMENT LLC$4.9M1
136Zurcher Kantonalbank (Zurich Cantonalbank)$4.8M1
137ROYAL BANK OF CANADA$4.6M1
138BROWN ADVISORY INC$4.6M1
139Man Group plc$4.5M1
140State of New Jersey Common Pension Fund D$4.5M1
141Roberts Wealth Advisors, LLC$4.3M1
142MERCER GLOBAL ADVISORS INC /ADV$4.3M1
143Lansforsakringar Fondforvaltning AB (publ)$4.1M1
144CEERA INVESTMENTS, LLC$4.0M1
145Resona Asset Management Co.,Ltd.$3.9M1
146THORNBURG INVESTMENT MANAGEMENT INC$3.8M1
147Arizona State Retirement System$3.7M1
148Aquatic Capital Management LLC$3.7M1
149Alamar Capital Management, LLC$3.6M1
150LPL Financial LLC$3.6M1
151Wealthfront Advisers LLC$3.5M1
152Maven Securities LTD$3.4M1
153Jain Global LLC$3.4M1
154WBI INVESTMENTS, LLC$3.3M1
155Ensign Peak Advisors, Inc$3.3M1
156HSBC HOLDINGS PLC$3.3M1
157Vident Advisory, LLC$3.2M1
158Clear Harbor Asset Management, LLC$3.2M1
159Janus Henderson Group Ltd.$3.2M1
160MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.9M1
161Taylor Frigon Capital Management LLC$2.6M1
162IFM Investors Pty Ltd$2.6M1
163Seilern Investment Management Ltd$2.6M1
164SEB Asset Management AB$2.6M1
165GEORGE KAISER FAMILY FOUNDATION$2.6M1
166NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$2.6M1
167BLI - Banque de Luxembourg Investments$2.5M1
168Hennion & Walsh Asset Management, Inc.$2.5M1
169Northwest & Ethical Investments L.P.$2.4M1
170COMMERCE BANK$2.4M1
171OP Asset Management Ltd$2.3M1
172Mirae Asset Global Investments Co., Ltd.$2.3M1
173INTECH INVESTMENT MANAGEMENT LLC$2.3M1
174Maridea Wealth Management LLC$2.3M1
175Summit Trail Advisors, LLC$2.2M1
176Swedbank AB$2.1M1
177Allworth Financial LP$2.1M1
178Illumine Investment Management, LLC$2.0M1
179WESTPAC BANKING CORP$2.0M1
180BANK OF MONTREAL /CAN/$2.0M1
181Evolutionary Tree Capital Management, LLC$1.9M1
182Meiji Yasuda Life Insurance Co$1.9M1
183XPONANCE LLC$1.9M1
184Baird Financial Group, Inc.$1.9M1
185BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.9M1
186TORONTO DOMINION BANK$1.8M1
187NISSAY ASSET MANAGEMENT CORP /JAPAN$1.8M1
188Diversified Trust Co$1.8M1
189Knollwood Investment Advisory, LLC$1.8M1
190Vanguard Personalized Indexing Management, LLC$1.7M1
191Linden Thomas Advisory Services, LLC$1.7M1
192Merit Financial Group, LLC$1.6M1
193National Pension Service$1.6M1
194TD Waterhouse Canada Inc.$1.5M1
195Pathstone Holdings, LLC$1.5M1
196LECAP ASSET MANAGEMENT LTD$1.5M1
197Swiss Life Asset Management Ltd$1.5M1
198US BANCORP \DE\$1.5M1
199Centiva Capital, LP$1.4M1
200Cetera Investment Advisers$1.4M1
201BANK OF NOVA SCOTIA$1.4M1
202Osmosis Investment Management UK Ltd$1.4M1
203Oak Thistle LLC$1.4M1
2042Xideas AG$1.3M1
205Richard Bernstein Advisors LLC$1.3M1
206MACKENZIE FINANCIAL CORP$1.3M1
207Cumberland Partners Ltd$1.3M1
208TWO SIGMA SECURITIES, LLC$1.3M1
209Wealth Enhancement Trust Services, Inc.$1.2M1
210Focus Partners Advisor Solutions, LLC$1.2M1
211Candriam S.C.A.$1.2M1
212Daiwa Securities Group Inc.$1.2M1
213Acumen Wealth Advisors, LLC$1.2M1
214Vontobel Holding Ltd.$1.2M1
215OFI INVEST ASSET MANAGEMENT$1.2M1
216Retireful, LLC$1.2M1
217Tidal Investments LLC$1.2M1
218Sivia Capital Partners, LLC$1.1M1
219Atria Investments, Inc$1.1M1
220State of Wyoming$1.1M1
221Investment Management Corp of Ontario$983K1
222HB Wealth Management, LLC$954K1
223Krilogy Financial LLC$944K1
224Malaga Cove Capital, LLC$940K1
225Brevan Howard Capital Management LP$928K1
226Regal Investment Advisors LLC$915K1
227M&T BANK CORP$912K1
228HighTower Advisors, LLC$854K1
229STOREBRAND ASSET MANAGEMENT AS$824K1
230LGT Group Foundation$799K1
231Caitong International Asset Management Co., Ltd$796K1
232Pallas Capital Advisors LLC$777K1
233STIFEL FINANCIAL CORP$769K1
234Chicago Partners Investment Group LLC$755K1
235FOX RUN MANAGEMENT, L.L.C.$728K1
236DRW Securities, LLC$726K1
237Sanctuary Advisors, LLC$726K1
238Utah Retirement Systems$725K1
239Frank, Rimerman Advisors LLC$712K1
240GUGGENHEIM CAPITAL LLC$710K1
241Eurizon Capital SGR S.p.A.$702K1
242ABN AMRO Bank N.V.$699K1
243J. Safra Sarasin Holding AG$681K1
244Maryland State Retirement & Pension System$674K1
245Federation des caisses Desjardins du Quebec$666K1
246CIBC Asset Management Inc$651K1
247Walleye Trading LLC$626K1
248HORIZON KINETICS ASSET MANAGEMENT LLC$622K1
249Bull Harbor Capital LLC$621K1
250Allianz Asset Management GmbH$615K1
251FIDUCIARY TRUST CO$607K1
252ROYAL LONDON ASSET MANAGEMENT LTD$604K1
253PRINCIPAL SECURITIES, INC.$585K1
254one8zero8, LLC$582K1
255Venture Visionary Partners LLC$578K1
256Rockefeller Capital Management L.P.$577K1
257ASR Vermogensbeheer N.V.$572K1
258FIFTH THIRD BANCORP$569K1
259PRUDENTIAL FINANCIAL INC$568K1
260EVOLVE PRIVATE WEALTH, LLC$561K1
261CITIZENS FINANCIAL GROUP INC/RI$558K1
262O'SHAUGHNESSY ASSET MANAGEMENT, LLC$543K1
263Woodline Partners LP$537K1
264WADDELL & ASSOCIATES, LLC$534K1
265TOKIO MARINE ASSET MANAGEMENT CO LTD$530K1
266Sava Infond d.o.o.$524K1
267Polymer Capital Management (US) LLC$519K1
268NorthCrest Asset Manangement, LLC$508K1
269Lido Advisors, LLC$506K1
270Bangor Savings Bank$500K1
271OPPENHEIMER ASSET MANAGEMENT INC.$481K1
272MACQUARIE GROUP LTD$473K1
273Tower Research Capital LLC (TRC)$465K1
274MML INVESTORS SERVICES, LLC$460K1
275EVERGREEN CAPITAL MANAGEMENT LLC$453K1
276Dai-ichi Life Insurance Company, Ltd$435K1
277DUTCH ASSET Corp$432K1
278ABN AMRO INVESTMENT SOLUTIONS$422K1
279Lifestyle Asset Management, Inc.$418K1
280Steward Partners Investment Advisory, LLC$415K1
281Sompo Asset Management Co., Ltd.$413K1
282North Dakota State Investment Board$401K1
283Waverly Advisors, LLC$401K1
284QRG CAPITAL MANAGEMENT, INC.$397K1
285TRUIST FINANCIAL CORP$393K1
286PRINCIPAL FINANCIAL GROUP INC$391K1
287FLPUTNAM INVESTMENT MANAGEMENT CO$382K1
288Bridgewater Associates, LP$380K1
289Qtron Investments LLC$375K1
290Y-Intercept (Hong Kong) Ltd$375K1
291MAI Capital Management$366K1
292EXCHANGE TRADED CONCEPTS, LLC$361K1
293Dynamic Advisor Solutions LLC$361K1
294EVOKE WEALTH, LLC$359K1
295Sowell Financial Services LLC$355K1
296TFB Advisors LLC$354K1
297BANQUE PICTET & CIE SA$350K1
298STEPHENS INC /AR/$338K1
299Lombard Odier Asset Management (Switzerland) SA$337K1
300MITCHELL SINKLER & STARR/PA$327K1
301Laird Norton Wetherby Trust Company, LLC$323K1
302Traynor Capital Management, Inc.$321K1
303Curi Capital, LLC$321K1
304EP Wealth Advisors, LLC$319K1
305LIBERTY ONE INVESTMENT MANAGEMENT, LLC$318K1
306Parcion Private Wealth LLC$313K1
307NATIXIS$297K1
308PUREfi Wealth, LLC$288K1
309Calamos Advisors LLC$282K1
310Calamos Wealth Management LLC$282K1
311Edgestream Partners, L.P.$281K1
312PRELUDE CAPITAL MANAGEMENT, LLC$280K1
313NewEdge Advisors, LLC$278K1
314COLDSTREAM CAPITAL MANAGEMENT INC$274K1
315COMMONWEALTH EQUITY SERVICES, LLC$273K1
316Baker Avenue Asset Management, LP$273K1
317EntryPoint Capital, LLC$268K1
318NOMURA HOLDINGS INC$268K1
319Blueshift Asset Management, LLC$268K1
320Forza Wealth Management, LLC$267K1
321JACKSON THORNTON WEALTH MANAGEMENT, LLC$266K1
322Hunting Hill Global Capital, LLC$263K1
323Frec Markets, Inc.$259K1
324Empowered Funds, LLC$259K1
325Westerkirk Capital Inc.$259K1
326SIGNATUREFD, LLC$251K1
327QTR Family Wealth, LLC$251K1
328DAYMARK WEALTH PARTNERS, LLC$246K1
329Compound Planning, Inc.$244K1
330Orion Porfolio Solutions, LLC$243K1
331NewEdge Wealth, LLC$241K1
332Vise Technologies, Inc.$237K1
333UniSuper Management Pty Ltd$235K1
334UNITED CAPITAL FINANCIAL ADVISORS, LLC$231K1
335Fieldview Capital Management, LLC$228K1
336Ground Swell Capital, LLC$224K1
337Rothschild Wealth LLC$224K1
338SYM FINANCIAL Corp$220K1
339VestGen Advisors, LLC$216K1
340Metis Global Partners, LLC$215K1
341Clearstead Advisors, LLC$214K1
342AlphaCore Capital LLC$214K1
343Odyssean, LLC$214K1
344Jefferies Financial Group Inc.$212K1
345Caerus Investment Advisors, LLC$212K1
346Corient Private Wealth LLC$206K1
347KESTRA PRIVATE WEALTH SERVICES, LLC$205K1
348TEACHER RETIREMENT SYSTEM OF TEXAS$205K1
349Siemens Fonds Invest GmbH$188K1
350Quarry LP$170K1
351OSAIC HOLDINGS, INC.$161K1
352Bayforest Capital Ltd$120K1
353QUADRANT CAPITAL GROUP LLC$116K1
354Arax Advisory Partners$98.8K1
355GROUP ONE TRADING LLC$89.3K1
356True Wealth Design, LLC$86.4K1
357Blue Trust, Inc.$73.3K1
358S-Bank Fund Management Ltd$63.9K1
359Spire Wealth Management$56.8K1
360Larson Financial Group LLC$48.7K1
361BARRETT & COMPANY, INC.$35.3K1
362Aviso Financial Inc.$34.5K1
363Bank Julius Baer & Co. Ltd, Zurich$32.4K1
364SJS Investment Consulting Inc.$30.9K1
365Advisors Asset Management, Inc.$30.1K1
366Smartleaf Asset Management LLC$28.5K1
367NATIONAL BANK OF CANADA /FI/$27.4K1
368Andra AP-fonden$25.9K1
369TFC Financial Management, Inc.$24.7K1
370Bell Investment Advisors, Inc$22.7K1
371Activest Wealth Management$22.6K1
372Pinpoint Asset Management (Singapore) Pte. Ltd.$21.4K1
373Owl Creek Wealth Partners LLC$19.4K1
374Geneos Wealth Management Inc.$17.6K1
375CVA Family Office, LLC$16.5K1
376ARMSTRONG ADVISORY GROUP, INC$11.9K1
377Parkside Financial Bank & Trust$11.5K1
378Destiny Wealth Partners, LLC$10.4K1
379HRT FINANCIAL LP$9.4K1
380Crewe Advisors LLC$8.8K1
381JFS WEALTH ADVISORS, LLC$7.8K1
382JPL Wealth Management, LLC$7.1K1
383Pinnacle Wealth Planning Services, Inc.$6.8K1
384WPG Advisers, LLC$6.8K1
385Sachetta, LLC$6.0K1
386Lakehouse Capital Pty Ltd$5.9K1
387Treasurer of the State of North Carolina$5.9K1
388Legacy Wealth Managment, LLC/ID$5.8K1
389ELEVATION WEALTH PARTNERS, LLC$5.6K1
390Kemnay Advisory Services Inc.$5.4K1
391THRIVENT FINANCIAL FOR LUTHERANS$5.4K1
392MATHER GROUP, LLC.$4.5K1
393CANADA LIFE ASSURANCE Co$4.4K1
394UMB Bank, n.a.$3.6K1
395Physician Wealth Advisors, Inc.$2.5K1
396Cromwell Holdings LLC$2.5K1
397MCGUIRE CAPITAL ADVISORS INC$2.5K1
398Transamerica Financial Advisors, LLC$2.5K1
399Marquette Asset Management, LLC$2.4K1
400Leonteq Securities AG$2.4K1
401ACADIAN ASSET MANAGEMENT LLC$2.3K1
402MV CAPITAL MANAGEMENT, INC.$2.2K1
403DekaBank Deutsche Girozentrale$2.2K1
404KBC Group NV$1.8K1
405Prestige Wealth Management Group LLC$1.4K1
406Kilter Group LLC$1.3K1
407Intentional Wealth Strategies, LLC$1.2K1
408Private Wealth Management Group, LLC$9421
409Vermillion Wealth Management, Inc.$9411
410SHP Wealth Management$8241
411Rialto Wealth Management, LLC$7061
412C WorldWide Group Holding A/S$6831
413SouthState Bank Corp$5891
414FINANCIAL CONSULATE, INC$5891
415American Capital Advisory, LLC$5891
416HFM Investment Advisors, LLC$5881
417PARK AVENUE SECURITIES LLC$5381
418AMICA MUTUAL INSURANCE CO$5061
419GHP Investment Advisors, Inc.$4711
420Johnson Financial Group, Inc.$4711
421Quaker Wealth Management, LLC$4711
422GSA CAPITAL PARTNERS LLP$3971
423Vestcor Inc$2891
424Virtu Financial LLC$2401
425Seneschal Advisors, LLC$2361
426TopTier Wealth Management, LLC$2351
427Manchester Capital Management LLC$1181
428Penserra Capital Management LLC$871
429Capital Advisors, Ltd. LLC$101
430Avion Wealth$11
431VANGUARD GROUP INC$01
432HARBOUR INVESTMENTS, INC.$01
433CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$01
434COMERICA BANK$01
435CIBC WORLD MARKETS CORP$01
436Capital International Sarl$01
437SCHRODER INVESTMENT MANAGEMENT GROUP$01
438VIKING GLOBAL INVESTORS LP$01
439CIBC Private Wealth Group LLC$01
440NORGES BANK$01
441PEAK6 LLC$01
442OXFORD ASSET MANAGEMENT LLP$01
443GAM Holding AG$01
444Verition Fund Management LLC$01
445Alberta Investment Management Corp$01
446TWO SIGMA ADVISERS, LP$01
447Voleon Capital Management LP$01
448Skandinaviska Enskilda Banken AB (publ)$01
449Headlands Technologies LLC$01
450Perigon Wealth Management, LLC$01
451Point72 Asset Management, L.P.$01
452Compagnie Lombard Odier SCmA$01
453Numerai GP LLC$01
454Bridgefront Capital, LLC$01
455Elo Mutual Pension Insurance Co$01
456AIGEN INVESTMENT MANAGEMENT, LP$01
457Machina Capital S.A.S.$01
458Global Retirement Partners, LLC$01
459Taikang Asset Management (Hong Kong) Co Ltd$01
460Qsemble Capital Management, LP$01
461Yarbrough Capital, LLC$01
462Munro Partners$01
463TWINBEECH CAPITAL LP$01
464waypoint wealth counsel$01
465INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$01
466XTX Topco Ltd$01
467Kestra Advisory Services, LLC$01
468Capital Group Private Client Services, Inc.$01
469AlphaQuest LLC$01
470PharVision Advisers, LLC$01
471Forum Financial Management, LP$01
472SageView Advisory Group, LLC$01
473AXQ CAPITAL, LP$01
474Cape Investment Advisory, Inc.$01
475LBP AM SA$01
476Aster Capital Management (DIFC) Ltd$01
477Rakuten Investment Management, Inc.$01
478OPTIMA CAPITAL LLC$01
479EFG International AG$01
480Fideuram Asset Management (Ireland) dac$01
481Advocate Investing Services LLC$01
Truncated by Public Filings. The published aggregate ranks the top 481 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)2 buy / 1 sell
Congress net ($ bound)−$13.0K to $29.0K
Filers net (actions)not in build
Filers net ($ 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 TW

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for TW · financials and macro

Financials — as filed PLANNED

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