Public record / Tickers / UL

UL — UNILEVER PLC

Both disclosure regimes on one name: who in Congress filed about UL, 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
62
all PTR rows naming UL
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
10-22
filed 2025-10-22
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 06:30 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $100K–$250K

Sale · traded 2023-07-10 → filed 2023-08-13. Ranked over every UL row by the provable lower bound, never a point estimate.

1 member · 0 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.

20 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

9 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. 9 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING UL · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning UL
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-22Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 09-25 +27d$1K–$15K
2025-10-22Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 09-11 +41d$1K–$15K
2025-10-05Sheri Biggs R–SC-3Sale · SP (spouse-owned)Traded 03-18 LATE·201d$1K–$15K
2025-09-12Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 08-04 +39d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 07-22 +22d$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 62 ↗

Members active in UL

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing UL 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.
Lisa C. McClain R–MI-91−$15.0K to −$1.0K2

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

Congress ↔ notable managers · UL

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

Congress · last 90 days

Buyers
0
Sellers
0

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

Notable managers · quarter ended 2026-03-31

Adding
0 $0 held
Trimming
0 $0 held

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

No moves on either side in the window.

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of UL for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1WELLINGTON MANAGEMENT GROUP LLP$2.3B1
2GQG Partners LLC$536M1
3MORGAN STANLEY$533M1
4BANK OF AMERICA CORP /DE/$380M1
5STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$349M1
6Clearbridge Investments, LLC$321M1
7FMR LLC$317M1
8ENVESTNET ASSET MANAGEMENT INC$257M1
9WELLS FARGO & COMPANY/MN$254M1
10DIMENSIONAL FUND ADVISORS LP$250M1
11RAYMOND JAMES FINANCIAL INC$238M1
12BARROW HANLEY MEWHINNEY & STRAUSS LLC$208M1
13ROYAL BANK OF CANADA$194M1
14LAZARD ASSET MANAGEMENT LLC$159M1
15HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$149M1
16Hamlin Capital Management, LLC$139M1
17AMERICAN CENTURY COMPANIES INC$139M1
18BlackRock, Inc.$132M1
19NORTHERN TRUST CORP$119M1
20EQUITY INVESTMENT CORP$111M1
21FEDERATED HERMES, INC.$105M1
22LPL Financial LLC$93.0M1
23Allspring Global Investments Holdings, LLC$79.2M1
24Connor, Clark & Lunn Investment Management Ltd.$78.3M1
25RENAISSANCE TECHNOLOGIES LLC$67.1M1
26Qube Research & Technologies Ltd$61.1M1
27BROWN ADVISORY INC$55.8M1
28UBS Group AG$52.5M1
29TRUIST FINANCIAL CORP$51.3M1
30Aristotle Capital Management, LLC$46.7M1
31STIFEL FINANCIAL CORP$45.9M1
32First Eagle Investment Management, LLC$45.9M1
33JENNISON ASSOCIATES LLC$43.3M1
34FIRST TRUST ADVISORS LP$41.5M1
351832 Asset Management L.P.$41.2M1
36Advisors Capital Management, LLC$37.1M1
37Cerity Partners LLC$36.8M1
38CAPITAL ADVISORS INC/OK$36.2M1
39OPPENHEIMER ASSET MANAGEMENT INC.$35.4M1
40UNITED CAPITAL FINANCIAL ADVISORS, LLC$35.2M1
41Chevy Chase Trust Holdings, LLC$33.5M1
42Federation des caisses Desjardins du Quebec$32.9M1
43St. James Investment Company, LLC$32.3M1
44Grantham, Mayo, Van Otterloo & Co. LLC$30.6M1
45M&T BANK CORP$29.1M1
46Point72 Asset Management, L.P.$27.8M1
47TRILLIUM ASSET MANAGEMENT, LLC$27.4M1
48MILLENNIUM MANAGEMENT LLC$27.3M1
49TOCQUEVILLE ASSET MANAGEMENT L.P.$26.8M1
50BANK OF MONTREAL /CAN/$25.2M1
51NATIONAL BANK OF CANADA /FI/$25.2M1
52Corient Private Wealth LLC$25.1M1
53HighTower Advisors, LLC$24.8M1
54SEI INVESTMENTS CO$24.7M1
55VOLORIDGE INVESTMENT MANAGEMENT, LLC$24.3M1
56Creative Planning$23.1M1
57ASSETMARK, INC$22.7M1
58Quantinno Capital Management LP$20.5M1
59JANE STREET GROUP, LLC$20.2M1
60Cetera Investment Advisers$19.9M1
61Compagnie Lombard Odier SCmA$19.7M1
62UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$19.5M1
63GRANDFIELD & DODD, LLC$19.4M1
64Mariner, LLC$18.2M1
65CLARK ESTATES INC/NY$17.4M1
66CHARLES SCHWAB INVESTMENT MANAGEMENT INC$17.3M1
67COMMONWEALTH EQUITY SERVICES, LLC$17.1M1
68CITADEL ADVISORS LLC$16.9M1
69MML INVESTORS SERVICES, LLC$16.6M1
70Capital International Investors$15.8M1
71XTX Topco Ltd$15.2M1
72AQR CAPITAL MANAGEMENT LLC$14.5M1
73Holocene Advisors, LP$14.2M1
74O'SHAUGHNESSY ASSET MANAGEMENT, LLC$13.5M1
75CIBC WORLD MARKET INC.$13.4M1
76Crossmark Global Holdings, Inc.$12.8M1
77Y-Intercept (Hong Kong) Ltd$12.5M1
78Vident Advisory, LLC$12.2M1
79TD Waterhouse Canada Inc.$12.1M1
80ProVise Management Group, LLC$11.7M1
81M. Kulyk & Associates, LLC$11.1M1
82SCS Capital Management LLC$11.0M1
83Focus Partners Wealth$10.9M1
84PEAK6 LLC$10.9M1
85&PARTNERS$10.6M1
86MACKENZIE FINANCIAL CORP$10.5M1
87Eldred Rock Partners, LLC$10.4M1
88Wallace Capital Management Inc.$10.3M1
89OSAIC HOLDINGS, INC.$10.3M1
90SCOTIA CAPITAL INC.$10.2M1
91Modera Wealth Management, LLC$10.1M1
92GFS Advisors, LLC$10.0M1
93Orion Porfolio Solutions, LLC$9.8M1
94Sanctuary Advisors, LLC$9.7M1
95TWO SIGMA INVESTMENTS, LP$9.6M1
96FRANKLIN RESOURCES INC$9.3M1
97NewEdge Advisors, LLC$8.9M1
98D. E. Shaw & Co., Inc.$8.8M1
99Keystone Financial Planning, Inc.$8.7M1
100LEVIN CAPITAL STRATEGIES, L.P.$8.6M1
101American Assets Investment Management, LLC$8.6M1
102QRG CAPITAL MANAGEMENT, INC.$8.3M1
103Cresset Asset Management, LLC$8.3M1
104Allworth Financial LP$8.3M1
105GUARDIAN CAPITAL LP$8.3M1
106Pathstone Holdings, LLC$7.9M1
107WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$7.8M1
108Northside Capital Management, LLC$7.8M1
109US BANCORP \DE\$7.8M1
110ROCKLAND TRUST CO$7.7M1
111LOWE BROCKENBROUGH & CO INC$7.5M1
112MERCER GLOBAL ADVISORS INC /ADV$7.4M1
113CITIGROUP INC$7.2M1
114Windle Wealth, LLC$7.2M1
115Destination Wealth Management$7.1M1
116Waverly Advisors, LLC$7.0M1
117Moran Wealth Management, LLC$6.8M1
118Kestra Advisory Services, LLC$6.5M1
119Hilton Capital Management, LLC$6.4M1
120ADVOCATE GROUP LLC$6.2M1
121TODD ASSET MANAGEMENT LLC$6.1M1
122Empowered Funds, LLC$6.1M1
123FIDUCIARY TRUST CO$6.0M1
124NEW ENGLAND ASSET MANAGEMENT INC$5.9M1
125ALERUS FINANCIAL NA$5.8M1
126DAVENPORT & Co LLC$5.8M1
127Beacon Pointe Advisors, LLC$5.8M1
128CWM, LLC$5.8M1
129Atria Investments, Inc$5.7M1
130NewSquare Capital LLC$5.6M1
131Stablepoint Partners, LLC$5.5M1
132Bleakley Financial Group, LLC$5.5M1
133WCG Wealth Advisors LLC$5.5M1
134NorthCrest Asset Manangement, LLC$5.5M1
135NORTHSTAR ASSET MANAGEMENT INC$5.4M1
136HENNESSY ADVISORS INC$5.3M1
137Rockefeller Capital Management L.P.$5.2M1
138Hamilton Point Investment Advisors, LLC$5.2M1
139Sanders Capital, LLC$5.2M1
140SHUFRO ROSE & CO LLC$5.2M1
141LIBERTY ONE INVESTMENT MANAGEMENT, LLC$5.2M1
142Steward Partners Investment Advisory, LLC$5.2M1
143Evelyn Partners Asset Management Ltd$5.1M1
144PINKERTON WEALTH, LLC$5.1M1
145GUYASUTA INVESTMENT ADVISORS INC$5.1M1
146World Investment Advisors$5.0M1
147Tevis Investment Management$4.9M1
148XML Financial, LLC$4.8M1
149KAVAR CAPITAL PARTNERS GROUP, LLC$4.7M1
150BENJAMIN EDWARDS INC$4.7M1
151Atlantic Union Bankshares Corp$4.6M1
152Aquatic Capital Management LLC$4.6M1
153SHERMAN PORFOLIOS, LLC$4.5M1
154AZZAD ASSET MANAGEMENT INC /ADV$4.5M1
155Snowden Capital Advisors LLC$4.4M1
156Gradient Investments LLC$4.4M1
157Patriot Financial Group Insurance Agency, LLC$4.2M1
158ROYCE & ASSOCIATES LP$4.2M1
159Vanguard Personalized Indexing Management, LLC$4.1M1
160EVERGREEN CAPITAL MANAGEMENT LLC$4.1M1
161BECKER CAPITAL MANAGEMENT INC$4.0M1
162Gilman Hill Asset Management, LLC$3.9M1
163Third View Private Wealth, LLC$3.9M1
164EASTERN BANK$3.9M1
165HEADINVEST, LLC$3.8M1
166Timber Creek Capital Management LLC$3.8M1
167Capital Investment Counsel, LLC$3.8M1
168EXENCIAL WEALTH ADVISORS, LLC$3.7M1
169Slocum, Gordon & Co LLP$3.7M1
170SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.7M1
171Aperture Investors, LLC$3.5M1
172Concurrent Investment Advisors, LLC$3.5M1
173HEARTLAND ADVISORS INC$3.5M1
174QUADRANT CAPITAL GROUP LLC$3.5M1
175NewEdge Wealth, LLC$3.4M1
176BTC Capital Management, Inc.$3.4M1
177Private Advisor Group, LLC$3.3M1
178Acumen Wealth Advisors, LLC$3.3M1
179Dynamic Advisor Solutions LLC$3.3M1
180MGO ONE SEVEN LLC$3.3M1
181SMITHBRIDGE ASSET MANAGEMENT INC/DE$3.2M1
182Mutual Advisors, LLC$3.2M1
183FOUNDERS FINANCIAL SECURITIES LLC$3.2M1
184CHOREO, LLC$3.1M1
185CIBC Bancorp USA Inc.$3.1M1
186STEPHENS INC /AR/$3.1M1
187MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.0M1
188apricus wealth, LLC$3.0M1
189Callan Family Office, LLC$2.9M1
190JPL Wealth Management, LLC$2.8M1
191FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$2.8M1
192NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.8M1
193ANCHOR CAPITAL ADVISORS LLC$2.8M1
194HB Wealth Management, LLC$2.8M1
195Laird Norton Wetherby Trust Company, LLC$2.8M1
196Beacon Bank & Trust$2.7M1
197Verdence Capital Advisors LLC$2.7M1
198Strategic Advisors LLC$2.7M1
199COURIER CAPITAL LLC$2.7M1
200PRINCIPAL SECURITIES, INC.$2.7M1
201Naviter Wealth, LLC$2.6M1
202NAPLES GLOBAL ADVISORS, LLC$2.6M1
203CIBC Asset Management Inc$2.6M1
204Guardian Partners Inc.$2.5M1
205Sequoia Financial Advisors, LLC$2.5M1
206Redmond Asset Management, LLC$2.5M1
207Pathway Financial Advisers, LLC$2.5M1
208D.A. DAVIDSON & CO.$2.4M1
209IEQ CAPITAL, LLC$2.4M1
210Wilmington Savings Fund Society, FSB$2.4M1
211TrueMark Investments, LLC$2.4M1
212OPAL CAPITAL LLC$2.4M1
213Merit Financial Group, LLC$2.4M1
214Portside Wealth Group, LLC$2.4M1
215SIGNATUREFD, LLC$2.4M1
216Caprock Group, LLC$2.3M1
217PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$2.3M1
218Haverford Trust Co$2.3M1
219ELEVATION POINT WEALTH PARTNERS, LLC$2.3M1
220Envestnet Portfolio Solutions, Inc.$2.3M1
221Pavion Blue Capital, LLC$2.3M1
222DIVERSIFY WEALTH MANAGEMENT, LLC$2.2M1
223KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$2.2M1
224Columbus Macro, LLC$2.2M1
225Vise Technologies, Inc.$2.2M1
226MAI Capital Management$2.2M1
227REGATTA CAPITAL GROUP, LLC$2.2M1
228Pinnacle Financial Partners, Inc.$2.2M1
229DIVERSIFIED MANAGEMENT INC$2.1M1
230PINNACLE ASSOCIATES LTD$2.1M1
231Moors & Cabot, Inc.$2.1M1
232Summit Trail Advisors, LLC$2.1M1
233KANAWHA CAPITAL MANAGEMENT LLC$2.1M1
234Baird Financial Group, Inc.$2.1M1
235HF Advisory Group, LLC$2.0M1
236Arvest Bank Trust Division$2.0M1
237Catalyst Capital Advisors LLC$2.0M1
238SkyOak Wealth, LLC$2.0M1
239DEUTSCHE BANK AG\$2.0M1
24044 WEALTH MANAGEMENT LLC$2.0M1
241FULTON BANK, N.A.$2.0M1
242NORDEN GROUP LLC$1.9M1
243Lido Advisors, LLC$1.9M1
244Dakota Wealth Management$1.9M1
245Aviso Financial Inc.$1.9M1
246RITHOLTZ WEALTH MANAGEMENT$1.9M1
247OPPENHEIMER & CO INC$1.9M1
248STATE STREET CORP$1.8M1
249Auxano Advisors, LLC$1.8M1
250Three Bridge Wealth Advisors, LLC$1.8M1
251REGIONS FINANCIAL CORP$1.7M1
252Lineweaver Wealth Advisors, LLC$1.7M1
253PARSONS CAPITAL MANAGEMENT INC/RI$1.7M1
254GREAT VALLEY ADVISOR GROUP, INC.$1.7M1
255Optimist Retirement Group LLC$1.7M1
256Westhampton Capital, LLC$1.7M1
257Altman Advisors, Inc.$1.7M1
258EARNEST PARTNERS LLC$1.6M1
259WEALTH ALLIANCE, LLC$1.6M1
260Gibbs Wealth Management$1.6M1
261Quadcap Wealth Management, LLC$1.6M1
262Voya Financial Advisors, Inc.$1.6M1
263Drexel Morgan & Co.$1.6M1
264Townsend & Associates, Inc$1.6M1
265ICW Investment Advisors LLC$1.6M1
266IMC-Chicago, LLC$1.6M1
267INTRUST BANK NA$1.5M1
268Compound Planning, Inc.$1.5M1
269RBF Capital, LLC$1.5M1
270Raleigh Capital Management Inc.$1.5M1
271Dynamic Technology Lab Private Ltd$1.5M1
272Aptus Capital Advisors, LLC$1.5M1
273SPIREPOINT PRIVATE CLIENT, LLC$1.4M1
274Apollon Wealth Management, LLC$1.4M1
275Pullen Investment Management, LLC$1.4M1
276ARVEST INVESTMENTS, INC.$1.4M1
277Americana Partners, LLC$1.4M1
278Vestmark Advisory Solutions, Inc.$1.4M1
279Aaron Wealth Advisors LLC$1.4M1
280KCM INVESTMENT ADVISORS LLC$1.4M1
281Pacifica Partners Inc.$1.4M1
282Abundance Wealth Counselors$1.4M1
283COMMERCE BANK$1.4M1
284Capstone Financial Advisors, Inc.$1.3M1
285PCM Encore, LLC$1.3M1
286Marks Group Wealth Management, Inc$1.3M1
287Value Partners Investments Inc.$1.3M1
288LOM Asset Management Ltd$1.2M1
289Avidian Wealth Enterprises, LLC$1.2M1
290Hurley Capital, LLC$1.2M1
291Smartleaf Asset Management LLC$1.2M1
292JOHNSON INVESTMENT COUNSEL INC$1.2M1
293Advisors Asset Management, Inc.$1.1M1
294DV Trading LLC$1.1M1
295Parrish Capital LLC$1.1M1
296First Affirmative Financial Network$1.1M1
297Aviance Capital Partners, LLC$1.1M1
298Narwhal Capital Management$1.1M1
299TECTONIC ADVISORS LLC$1.1M1
300AUA CAPITAL MANAGEMENT, LLC$1.1M1
301CRUX WEALTH ADVISORS$1.1M1
302Vontobel Holding Ltd.$1.1M1
303Kimelman & Baird, LLC$1.1M1
304ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1.1M1
305Ballentine Partners, LLC$1.1M1
306CAPITAL FINANCIAL GROUP INC\CO\ /ADV$1.0M1
307Permanent Capital Management, LP$1.0M1
308OneDigital Investment Advisors LLC$1.0M1
309Radnor Capital Management, LLC$1.0M1
310Berkeley Capital Partners, LLC$1.0M1
311Sivia Capital Partners, LLC$1.0M1
312GeoWealth Management, LLC$1.0M1
313Hennion & Walsh Asset Management, Inc.$1.0M1
314Great Lakes Retirement, Inc.$1.0M1
315Savant Capital, LLC$1.0M1
316Roehl & Yi Investment Advisors, LLC$1.0M1
317Inlet Private Wealth, LLC$997K1
318MITCHELL & PAHL PRIVATE WEALTH, LLC$996K1
319Columbia Asset Management$994K1
320Dorsey & Whitney Trust CO LLC$992K1
321BAKER TILLY WEALTH MANAGEMENT, LLC$992K1
322Rodgers Brothers Inc.$990K1
323Choate Investment Advisors$977K1
324Smart Money Group LLC$973K1
325CMH Wealth Management LLC$971K1
326BANK OF NOVA SCOTIA TRUST CO$957K1
327HM PAYSON & CO$951K1
328Strategic Global Advisors, LLC$941K1
329Legacy Capital Wealth Partners, LLC$939K1
330KESTRA PRIVATE WEALTH SERVICES, LLC$932K1
331Tidal Investments LLC$922K1
332Northstar Group, Inc.$917K1
333Meriwether Wealth & Planning, LLC$911K1
334Keystone Financial Services$909K1
335Qtron Investments LLC$896K1
336Oxbow Advisors, LLC$895K1
337Checchi Capital Advisers, LLC$894K1
338Ausdal Financial Partners, Inc.$892K1
339AE Wealth Management LLC$876K1
340Joel Isaacson & Co., LLC$868K1
341Waldron Private Wealth LLC$863K1
342SevenBridge Financial Group, LLC$860K1
343ALLEN WEALTH MANAGEMENT, LLC$858K1
344EP Wealth Advisors, LLC$857K1
345Limestone Investment Advisors LP$855K1
346Invesco Ltd.$852K1
347GUGGENHEIM CAPITAL LLC$849K1
348TWIN CITY PRIVATE WEALTH, LLC$847K1
349Future Fund LLC$844K1
350Squarepoint Ops LLC$833K1
351LANE BROTHERS & CO INC$832K1
352Wynn Capital, LLC$829K1
353Ashton Thomas Private Wealth, LLC$821K1
354Essex Financial Services, Inc.$810K1
355Salvus Wealth Management, LLC$810K1
356FOURPATH CAPITAL MANAGEMENT, LLC$809K1
357Burkett Asset Management Ltd$804K1
358Everstar Asset Management, LLC$803K1
359Hartford Funds Management Co LLC$793K1
360COLDSTREAM CAPITAL MANAGEMENT INC$780K1
361LCM Capital Management Inc$779K1
362LEVEL FOUR ADVISORY SERVICES, LLC$778K1
363Leisure Capital Management$770K1
364Manchester Capital Management LLC$765K1
365BAILARD, INC.$764K1
366TRED AVON FAMILY WEALTH, LLC$763K1
367WELCH & FORBES LLC$756K1
368RWA WEALTH PARTNERS, LLC$755K1
369Ascentis Independent Advisors$754K1
370Blue Trust, Inc.$746K1
371EPG Wealth Management LLC$734K1
372ALLIANCEBERNSTEIN L.P.$729K1
373POTENTIA WEALTH$729K1
374INSIGNEO ADVISORY SERVICES, LLC$728K1
375First Pacific Financial$721K1
376HANCOCK WHITNEY CORP$701K1
377U.S. Capital Wealth Advisors, LLC$695K1
378PROFUND ADVISORS LLC$691K1
379Sigma Planning Corp$689K1
380Evelyn Partners Investment Management LLP$688K1
381FOX RUN MANAGEMENT, L.L.C.$687K1
382Raab & Moskowitz Asset Management LLC$686K1
383HARRELL INVESTMENT PARTNERS, LLC$686K1
384NWAM LLC$680K1
385Robertson Stephens Wealth Management, LLC$672K1
386EXCALIBUR MANAGEMENT CORP$672K1
387Modern Wealth Management, LLC$667K1
388Larson Financial Group LLC$653K1
389Israel Discount Bank of New York$652K1
390River Wealth Advisors LLC$652K1
391Riverwater Partners LLC$651K1
392CEERA INVESTMENTS, LLC$646K1
393SPWM Advisors LLC$645K1
394Abel Hall, LLC$634K1
395PFG Investments, LLC$633K1
396Equitable Holdings, Inc.$627K1
397Autumn Glory Partners, LLC$626K1
398Van Diest Capital, LLC$624K1
399Regal Investment Advisors LLC$618K1
400GROUP ONE TRADING LLC$615K1
401Diversified Trust Co$613K1
402Wealthspire Advisors, LLC$612K1
403Sandy Cove Advisors, LLC$611K1
404ANCHYRA PARTNERS LLC$605K1
405FLC Capital Advisors$601K1
406Avior Wealth Management, LLC$600K1
407ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$599K1
408NIA IMPACT ADVISORS, LLC$593K1
409OneAscent Investment Solutions LLC$590K1
410Alliance Wealth Advisors, LLC /UT$581K1
411WINTON GROUP Ltd$581K1
412Independent Advisor Alliance$579K1
413Perigon Wealth Management, LLC$575K1
414SGL Investment Advisors, Inc.$573K1
415Mezzasalma Advisors, LLC$571K1
416Kingsview Wealth Management, LLC$569K1
417SAGESPRING WEALTH PARTNERS, LLC$566K1
418CONNING INC.$548K1
419UMB Bank, n.a.$542K1
420Focus Partners Advisor Solutions, LLC$541K1
421FLPUTNAM INVESTMENT MANAGEMENT CO$539K1
422MISSION WEALTH MANAGEMENT, LP$534K1
423Garrett Wealth Advisory Group, LLC$534K1
424PAX Financial Group, LLC$534K1
425NorthRock Partners, LLC$530K1
426PDS Planning, Inc$528K1
427FORTRESS PRIVATE LEDGER, LLC$527K1
428Headlands Technologies LLC$522K1
429Stratos Wealth Partners, LTD.$520K1
430Ascent Group, LLC$519K1
431Phillips Wealth Planners LLC$515K1
432South Shore Capital Advisors$513K1
433Legacy Capital Group California, Inc.$513K1
434Dickmeyer Boyce Financial Management, Inc.$505K1
435Tranquilli Financial Advisor LLC$504K1
436Great Diamond Partners, LLC$500K1
437Bond & Devick Financial Network, Inc.$495K1
438Malaga Cove Capital, LLC$493K1
439Roundview Capital LLC$485K1
440Keudell/Morrison Wealth Management$483K1
441Kathmere Capital Management, LLC$480K1
442Prosperity Consulting Group, LLC$479K1
443West Family Investments, Inc.$478K1
444Beverly Hills Private Wealth, LLC$477K1
445Breakwater Capital Group$477K1
446Precision Wealth Strategies, LLC$466K1
447Gryphon Financial Partners LLC$464K1
448Gallacher Capital Management LLC$464K1
449DecisionMap Wealth Management, LLC$464K1
450Clare Market Investments LLC$464K1
451Pinion Investment Advisors, LLC$462K1
452Revisor Wealth Management LLC$459K1
453Jacobi Capital Management LLC$459K1
454Glenview Trust Co$459K1
455SAGE RHINO CAPITAL LLC$458K1
4561900 WEALTH MANAGEMENT LLC$457K1
457Principle Wealth Partners LLC$457K1
458Prospera Financial Services Inc$456K1
459Ignite Planners, LLC$449K1
460Rehmann Capital Advisory Group$448K1
461Chicago Capital, LLC$448K1
462FIRST NATIONAL BANK OF OMAHA$444K1
463Dana Investment Advisors, Inc.$442K1
464Transamerica Financial Advisors, LLC$442K1
465RS CRUM INC.$442K1
466Aprio Wealth Management, LLC$441K1
467Range Financial Group LLC$438K1
468Pure Financial Advisors, LLC$436K1
469DRW Securities, LLC$434K1
470Powers Advisory Group, LLC$433K1
471BIP Wealth, LLC$431K1
472Peregrine Asset Advisers, Inc.$430K1
473HSBC HOLDINGS PLC$427K1
474FIFTH THIRD BANCORP$426K1
475Global View Capital Management LLC$426K1
476Investment Research Partners LLC$426K1
477NOVEM GROUP$425K1
478Texas Capital Bank Wealth Management Services Inc$425K1
479Octavia Wealth Advisors, LLC$419K1
480GILPIN WEALTH MANAGEMENT, LLC$412K1
481Quotient Wealth Partners, LLC$410K1
482Value Investment Professionals, LLC$410K1
483Cerro Pacific Wealth Advisors LLC$407K1
484Carnegie Investment Counsel$406K1
485HUNTINGTON NATIONAL BANK$405K1
486FIRST MANHATTAN CO. LLC.$405K1
487Manske Wealth Management$401K1
488Empire Financial Management Company, LLC$401K1
489Henshaw Capital LLC$401K1
490DAYMARK WEALTH PARTNERS, LLC$400K1
491Capital Investment Advisory Services, LLC$399K1
492KEYNOTE FINANCIAL SERVICES LLC$398K1
493BEESE FULMER INVESTMENT MANAGEMENT, INC.$396K1
494Twelve Points Wealth Management LLC$396K1
495AlphaCore Capital LLC$393K1
496ADVISORTRUST PARTNERS, LLC$393K1
497ROMAN BUTLER FULLERTON & CO$393K1
498WOODMONT INVESTMENT COUNSEL LLC$390K1
499CLIFFORD SWAN INVESTMENT COUNSEL LLC$386K1
500BridgePort Financial Solutions, LLC$385K1
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 / 1 sell
Congress net ($ bound)−$15.0K to −$1.0K
Filers net (actions)not in build
Filers net ($ 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 UL

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for UL · financials and macro

Financials — as filed PLANNED

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