Public record / Tickers / ULTA

ULTA — Ulta Beauty, Inc.

Both disclosure regimes on one name: who in Congress filed about ULTA, 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
30
all PTR rows naming ULTA
Members · 12m
3
1 buys · 2 sells · by trade date
Latest PTR
04-21
filed 2026-04-21
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

Bradley Scott Schneider · $100K–$250K

Sale · traded 2018-08-22 → filed 2018-10-08. Ranked over every ULTA row by the provable lower bound, never a point estimate.

3 members · 1 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.

7 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

3 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. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING ULTA · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ULTA
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-04-21Maria Elvira Salazar R–FL-27PurchaseTraded 03-19 +33d$15K–$50K
2026-01-15Dan Newhouse R–WA-4Sale · partial · SP (partial sale, spouse-owned)Traded 2025-12-11 +35d$1K–$15K
2025-10-10Val T. Hoyle D–OR-4Sale · SP (spouse-owned)Traded 09-23 +17d$1K–$15K
2024-09-23Greg Landsman D–OH-1Sale · SP (spouse-owned)Traded 08-14 +40d$1K–$15K
2024-08-14Greg Landsman D–OH-1Purchase · SP (spouse-owned)Traded 05-29 LATE·77d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 30 ↗

Members active in ULTA

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing ULTA 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.
Dan Newhouse R–WA-41−$15.0K to −$1.0K3
Maria Elvira Salazar R–FL-271$15.0K to $50.0K2
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

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

Congress ↔ notable managers · ULTA

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
0 $0 held

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

Merged timeline of congressional filings and notable-manager moves on ULTA
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+20,331 sh
2026-05-15Tudor Investment Corp 13Fnew+53,250 sh
2026-05-15Bridgewater Associates 13Fnew+3,471 sh
2026-05-14Caxton Associates 13Fadd+391 sh

4 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 ULTA for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.1B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.5B1
3STATE STREET CORP$1.0B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$1.0B1
5Sanders Capital, LLC$997M1
6GEODE CAPITAL MANAGEMENT, LLC$663M1
7MORGAN STANLEY$585M1
8Invesco Ltd.$386M1
9FRANKLIN RESOURCES INC$329M1
10BANK OF AMERICA CORP /DE/$313M1
11NORTHERN TRUST CORP$292M1
12Swedbank AB$279M1
13AQR CAPITAL MANAGEMENT LLC$261M1
14DIMENSIONAL FUND ADVISORS LP$258M1
15Amundi$249M1
16Alyeska Investment Group, L.P.$247M1
17UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$205M1
18Robeco Institutional Asset Management B.V.$190M1
19Legal & General Group Plc$183M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$182M1
21TD ASSET MANAGEMENT INC$169M1
22UBS Group AG$148M1
23CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$147M1
24DEUTSCHE BANK AG\$133M1
25VANGUARD FIDUCIARY TRUST CO$131M1
26Bank of New York Mellon Corp$131M1
27Qube Research & Technologies Ltd$131M1
28ALLIANCEBERNSTEIN L.P.$125M1
29Alecta Tjanstepension Omsesidigt$116M1
30WELLS FARGO & COMPANY/MN$116M1
31FEDERATED HERMES, INC.$115M1
32Epoch Investment Partners, Inc.$112M1
33Pictet Asset Management Holding SA$112M1
34Universal- Beteiligungs- und Servicegesellschaft mbH$101M1
35AMERICAN CENTURY COMPANIES INC$97.1M1
36ADAGE CAPITAL PARTNERS GP, L.L.C.$92.4M1
37Nuveen, LLC$87.9M1
38BNP Paribas Asset Management Holding S.A.$87.0M1
39Cartenna Capital, LP$84.9M1
40Quantinno Capital Management LP$81.7M1
41AMERIPRISE FINANCIAL INC$79.8M1
42SUMMITRY LLC$78.1M1
43BARCLAYS PLC$77.5M1
44HSBC HOLDINGS PLC$77.3M1
45D. E. Shaw & Co., Inc.$76.3M1
46EARNEST PARTNERS LLC$74.5M1
47ROYAL BANK OF CANADA$71.2M1
48Swiss National Bank$68.1M1
49Smead Capital Management, Inc.$65.3M1
50Zurich Insurance Group Ltd/FI$64.2M1
51Allianz Asset Management GmbH$63.8M1
52KEYBANK NATIONAL ASSOCIATION/OH$56.6M1
53Mitsubishi UFJ Asset Management Co., Ltd.$56.4M1
54National Pension Service$56.2M1
55BANK OF MONTREAL /CAN/$55.9M1
56Gotham Asset Management, LLC$55.8M1
57CANADA PENSION PLAN INVESTMENT BOARD$55.2M1
58VICTORY CAPITAL MANAGEMENT INC$55.1M1
59NORDEA INVESTMENT MANAGEMENT AB$54.9M1
60AMI ASSET MANAGEMENT CORP$54.5M1
61Sumitomo Mitsui Trust Group, Inc.$54.5M1
62CITADEL ADVISORS LLC$51.7M1
63Vanguard Global Advisers, LLC$50.9M1
64SEI INVESTMENTS CO$50.5M1
65GLENMEDE TRUST CO NA$48.2M1
66CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$47.7M1
67Squarepoint Ops LLC$47.1M1
68OSSIAM$45.8M1
69Zuckerman Investment Group, LLC$45.6M1
70CITIGROUP INC$45.3M1
71EFG International AG$43.8M1
72RHUMBLINE ADVISERS$43.5M1
73Allspring Global Investments Holdings, LLC$41.5M1
74VANGUARD ASSET MANAGEMENT, Ltd$41.1M1
75AVIVA PLC$40.2M1
76ING GROEP NV$38.4M1
77ENVESTNET ASSET MANAGEMENT INC$36.1M1
78Heron Bay Capital Management$35.9M1
79LPL Financial LLC$35.4M1
80CIBC Bancorp USA Inc.$33.0M1
81PRIMECAP MANAGEMENT CO/CA/$32.0M1
82HighTower Advisors, LLC$32.0M1
83RAYMOND JAMES FINANCIAL INC$31.1M1
84AMF Tjanstepension AB$31.0M1
85TEACHER RETIREMENT SYSTEM OF TEXAS$30.4M1
86Carnegie Investment Counsel$30.0M1
87NISSAY ASSET MANAGEMENT CORP /JAPAN$29.4M1
88PRINCIPAL FINANCIAL GROUP INC$29.1M1
89JUPITER ASSET MANAGEMENT LTD$28.8M1
90RENAISSANCE GROUP LLC$28.6M1
91PRUDENTIAL FINANCIAL INC$28.5M1
92TUDOR INVESTMENT CORP ET AL$27.8M1
93IEQ CAPITAL, LLC$27.8M1
94CASTLEARK MANAGEMENT LLC$26.5M1
95DANSKE BANK A/S$26.3M1
96Advisors Capital Management, LLC$26.1M1
97ZACKS INVESTMENT MANAGEMENT$26.0M1
98Arbejdsmarkedets Tillaegspension$25.7M1
99Mariner, LLC$25.4M1
100SUSQUEHANNA INTERNATIONAL GROUP, LLP$25.1M1
101Assenagon Asset Management S.A.$25.0M1
102DISCOVERY CAPITAL MANAGEMENT, LLC / CT$24.4M1
103Candriam S.C.A.$23.2M1
104STOREBRAND ASSET MANAGEMENT AS$22.4M1
105MERCER GLOBAL ADVISORS INC /ADV$21.8M1
106PFA Pension, Forsikringsaktieselskab$21.7M1
107Ensign Peak Advisors, Inc$20.7M1
108Focus Partners Wealth$20.6M1
109STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$20.2M1
110COERENTE CAPITAL MANAGEMENT$20.0M1
111Aberdeen Group plc$19.9M1
112Nippon Life Global Investors Americas, Inc.$19.8M1
113PANAGORA ASSET MANAGEMENT INC$19.2M1
114MILLENNIUM MANAGEMENT LLC$19.2M1
115Mitsubishi UFJ Trust & Banking Corp$18.9M1
116Y-Intercept (Hong Kong) Ltd$18.9M1
117KLP KAPITALFORVALTNING AS$18.7M1
118DRIEHAUS CAPITAL MANAGEMENT LLC$18.1M1
119VOLORIDGE INVESTMENT MANAGEMENT, LLC$18.0M1
120ROYAL LONDON ASSET MANAGEMENT LTD$17.9M1
121Korea Investment CORP$17.8M1
122Connor, Clark & Lunn Investment Management Ltd.$17.6M1
123Illinois Municipal Retirement Fund$17.5M1
124GHP Investment Advisors, Inc.$17.2M1
125Eurizon Capital SGR S.p.A.$17.0M1
126Broad Bay Capital Management, LP$16.8M1
127NICHOLAS COMPANY, INC.$15.6M1
128Rempart Asset Management Inc.$15.5M1
129STATE OF WISCONSIN INVESTMENT BOARD$15.2M1
130Andra AP-fonden$14.6M1
131Baader Bank Aktiengesellschaft$14.6M1
132SCHRODER INVESTMENT MANAGEMENT GROUP$14.4M1
133Swiss Life Asset Management Ltd$13.8M1
134F/m Investments LLC$13.4M1
135BOOTHBAY FUND MANAGEMENT, LLC$13.3M1
136Walleye Capital LLC$13.3M1
137ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$13.1M1
138NEW YORK STATE COMMON RETIREMENT FUND$12.8M1
139Hook Mill Capital Partners, LP$12.7M1
140PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$12.6M1
141BALDWIN WEALTH PARTNERS LLC/MA$12.4M1
142Stanley Capital Management, LLC$12.4M1
143Zurcher Kantonalbank (Zurich Cantonalbank)$12.4M1
144MANUFACTURERS LIFE INSURANCE COMPANY, THE$12.3M1
145Cerity Partners LLC$12.3M1
146CWM, LLC$11.9M1
147Alphadyne Asset Management LP$11.8M1
148Empowered Funds, LLC$11.7M1
149Aware Super Pty Ltd as trustee of Aware Super$11.6M1
150Vanguard Investments Australia, Ltd.$11.6M1
151Northwest & Ethical Investments L.P.$11.6M1
152COOKSON PEIRCE & CO INC$11.4M1
153Chevy Chase Trust Holdings, LLC$11.4M1
154Verition Fund Management LLC$11.3M1
155FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$11.3M1
156BENDER ROBERT & ASSOCIATES$11.0M1
157MOTCO$10.9M1
158SUMITOMO MITSUI FINANCIAL GROUP, INC.$10.8M1
159FIRST TRUST ADVISORS LP$10.7M1
160Holocene Advisors, LP$10.7M1
161O'SHAUGHNESSY ASSET MANAGEMENT, LLC$10.5M1
162Asset Management One Co., Ltd.$10.3M1
163PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$10.3M1
164APG Asset Management N.V.$10.3M1
165DIAMOND HILL CAPITAL MANAGEMENT INC$10.2M1
166BALYASNY ASSET MANAGEMENT L.P.$9.8M1
167Permanens Capital L.P.$9.7M1
168FFG Partners, LLC$9.6M1
169Creative Planning$9.6M1
170MACKENZIE FINANCIAL CORP$9.4M1
171NOMURA ASSET MANAGEMENT CO LTD$9.4M1
172CIBC WORLD MARKET INC.$9.3M1
173Beacon Pointe Advisors, LLC$9.3M1
174Schonfeld Strategic Advisors LLC$9.2M1
175Genus Capital Management Inc.$9.1M1
176Tredje AP-fonden$9.0M1
177STIFEL FINANCIAL CORP$8.4M1
178TRUIST FINANCIAL CORP$8.3M1
179NATIONAL BANK OF CANADA /FI/$8.3M1
180Oliver Luxxe Assets LLC$8.3M1
181WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$8.3M1
182MML INVESTORS SERVICES, LLC$8.2M1
183UNIVEST FINANCIAL Corp$8.2M1
184SEB Asset Management AB$8.1M1
185State of New Jersey Common Pension Fund D$8.1M1
186BURNEY CO/$8.1M1
187Night Squared LP$8.1M1
188Lansforsakringar Fondforvaltning AB (publ)$8.0M1
189SHELTON CAPITAL MANAGEMENT$8.0M1
190Baird Financial Group, Inc.$7.7M1
191Federation des caisses Desjardins du Quebec$7.7M1
192NewEdge Advisors, LLC$7.7M1
193Resona Asset Management Co.,Ltd.$7.5M1
194Sanctuary Advisors, LLC$7.5M1
195STATE OF MICHIGAN RETIREMENT SYSTEM$7.4M1
196Moran Wealth Management, LLC$7.3M1
197SHEETS SMITH WEALTH MANAGEMENT$7.2M1
198Cetera Investment Advisers$7.2M1
199BLI - Banque de Luxembourg Investments$7.2M1
200Boothe Investment Group, Inc.$7.0M1
201NISA INVESTMENT ADVISORS, LLC$7.0M1
202BOWEN HANES & CO INC$6.9M1
203HIGHLAND CAPITAL MANAGEMENT, LLC$6.9M1
204TORONTO DOMINION BANK$6.8M1
205Tidal Investments LLC$6.8M1
206ARMISTICE CAPITAL, LLC$6.7M1
207BLAIR WILLIAM & CO/IL$6.6M1
208Sompo Asset Management Co., Ltd.$6.5M1
209Fulcrum Capital LLC$6.5M1
210PRUDENTIAL PLC$6.4M1
211Corient Private Wealth LLC$6.3M1
212Czech National Bank$6.3M1
213Arizona State Retirement System$6.3M1
214FIFTH THIRD BANCORP$6.2M1
215TRILLIUM ASSET MANAGEMENT, LLC$6.1M1
216Continuum Advisory, LLC$6.1M1
217COMMONWEALTH EQUITY SERVICES, LLC$6.1M1
218ROMANO BROTHERS AND COMPANY$5.9M1
219MONTAG A & ASSOCIATES INC$5.8M1
220USS Investment Management Ltd$5.8M1
221CIBC Asset Management Inc$5.7M1
222MetLife Investment Management, LLC$5.7M1
223Caprock Group, LLC$5.6M1
224COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$5.4M1
225VOYA INVESTMENT MANAGEMENT LLC$5.4M1
226SummitTX Capital, L.P.$5.3M1
227NATIXIS$5.3M1
228DnB Asset Management AS$5.2M1
229WESTPAC BANKING CORP$5.2M1
230S-Bank Fund Management Ltd$5.2M1
231HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$5.1M1
232SouthState Bank Corp$5.1M1
233US BANCORP \DE\$5.1M1
234Mirae Asset Global Investments Co., Ltd.$5.0M1
235Vanguard Personalized Indexing Management, LLC$4.9M1
236Retirement Systems of Alabama$4.9M1
237Wealthfront Advisers LLC$4.8M1
238XTX Topco Ltd$4.8M1
239WINTON GROUP Ltd$4.7M1
240LAKE STREET PRIVATE WEALTH, LLC$4.7M1
241GRIFFIN ASSET MANAGEMENT, INC.$4.7M1
242Freestone Capital Holdings, LLC$4.7M1
243BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$4.7M1
244Merit Financial Group, LLC$4.6M1
245MERIDIAN MANAGEMENT CO$4.6M1
246XPONANCE LLC$4.6M1
247Atria Investments, Inc$4.5M1
248IFM Investors Pty Ltd$4.5M1
249Man Group plc$4.4M1
250Daiwa Securities Group Inc.$4.3M1
251Private Advisor Group, LLC$4.2M1
252INTECH INVESTMENT MANAGEMENT LLC$4.2M1
253Hedeker Wealth, LLC$4.1M1
254Gradient Investments LLC$4.1M1
255Bell & Brown Wealth Advisors, LLC$4.1M1
256Citizens Business Bank$3.9M1
257HUSSMAN STRATEGIC ADVISORS, INC.$3.8M1
258Utah Retirement Systems$3.8M1
259PUBLIC SECTOR PENSION INVESTMENT BOARD$3.7M1
260BROWN ADVISORY INC$3.7M1
261OP Asset Management Ltd$3.7M1
262KESTRA PRIVATE WEALTH SERVICES, LLC$3.7M1
263QRG CAPITAL MANAGEMENT, INC.$3.7M1
264BANK OF NOVA SCOTIA$3.6M1
265FULLER & THALER ASSET MANAGEMENT, INC.$3.5M1
266AGF MANAGEMENT LTD$3.5M1
267Steward Partners Investment Advisory, LLC$3.5M1
268NEW YORK LIFE INVESTMENT MANAGEMENT LLC$3.5M1
269FIDUCIARY TRUST CO$3.4M1
270OSAIC HOLDINGS, INC.$3.4M1
271OPPENHEIMER & CO INC$3.4M1
272Convergence Financial, LLC$3.4M1
273ProShare Advisors LLC$3.4M1
274CARRET ASSET MANAGEMENT, LLC$3.4M1
275Summit Trail Advisors, LLC$3.4M1
276Sumitomo Mitsui DS Asset Management Company, Ltd$3.3M1
277Voleon Capital Management LP$3.3M1
278UniSuper Management Pty Ltd$3.3M1
279FIRST NATIONAL BANK OF OMAHA$3.3M1
280Tabor Asset Management, LP$3.3M1
281MAI Capital Management$3.2M1
282MACQUARIE GROUP LTD$3.2M1
283BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.2M1
284NEOS Investment Management LLC$3.2M1
285STEPHENS INC /AR/$3.2M1
286Pine Valley Investments Ltd Liability Co$3.1M1
287Janus Henderson Group Ltd.$3.1M1
288Regal Investment Advisors LLC$3.0M1
289Oxbow Advisors, LLC$3.0M1
290PERRYMAN FINANCIAL ADVISORY INC /AD$2.9M1
291REGIONS FINANCIAL CORP$2.9M1
292Bank Julius Baer & Co. Ltd, Zurich$2.9M1
293Vinva Investment Management Ltd$2.9M1
294Lynch Asset Management, Inc.$2.8M1
295OMERS ADMINISTRATION Corp$2.8M1
296CREDIT AGRICOLE S A$2.8M1
297Silvant Capital Management LLC$2.8M1
298Westerkirk Capital Inc.$2.8M1
299MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.7M1
300LAFFER TENGLER INVESTMENTS, INC.$2.7M1
301OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.6M1
302Sterling Capital Management LLC$2.6M1
303Ashton Thomas Private Wealth, LLC$2.6M1
304PATTON FUND MANAGEMENT, INC.$2.6M1
305Dakota Wealth Management$2.6M1
306Glenview Trust Co$2.5M1
307FORTEM FINANCIAL GROUP, LLC$2.5M1
308MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.5M1
309Lifetime Wealth Management P.C.$2.4M1
310BUCKHEAD CAPITAL MANAGEMENT LLC$2.4M1
311YOUSIF CAPITAL MANAGEMENT, LLC$2.4M1
312EP Wealth Advisors, LLC$2.4M1
313Schear Investment Advisers, LLC$2.3M1
314WELLINGTON MANAGEMENT GROUP LLP$2.3M1
315Radnor Capital Management, LLC$2.3M1
316AGMAN CAPITAL LLC$2.3M1
317Andrew Hill Investment Advisors, Inc.$2.2M1
318BAR HARBOR WEALTH MANAGEMENT$2.2M1
319LOUISBOURG INVESTMENTS INC.$2.2M1
320Linden Thomas Advisory Services, LLC$2.2M1
321JANE STREET GROUP, LLC$2.2M1
322Avanza Fonder AB$2.2M1
323Crossmark Global Holdings, Inc.$2.1M1
324ODDO BHF ASSET MANAGEMENT SAS$2.1M1
325Engineers Gate Manager LP$2.1M1
326Pathstone Holdings, LLC$2.1M1
327Processus Wealth & Capital Management, LLC$2.1M1
328HBW ADVISORY SERVICES LLC$2.0M1
329Knollwood Investment Advisory, LLC$2.0M1
330Graham Capital Management, L.P.$2.0M1
331Pallas Capital Advisors LLC$2.0M1
332Magnetar Financial LLC$2.0M1
333&PARTNERS$2.0M1
334Rockefeller Capital Management L.P.$2.0M1
335Kingsview Wealth Management, LLC$2.0M1
336Ethic Inc.$1.9M1
337Vontobel Holding Ltd.$1.9M1
338JONES FINANCIAL COMPANIES LLLP$1.9M1
339Edgestream Partners, L.P.$1.9M1
340Concurrent Investment Advisors, LLC$1.9M1
341Focus Partners Advisor Solutions, LLC$1.9M1
342Advisors Asset Management, Inc.$1.8M1
343Greenfield Seitz Capital Management, LLC$1.8M1
344Bridgewater Associates, LP$1.8M1
345Polymer Capital Management (US) LLC$1.8M1
346RITHOLTZ WEALTH MANAGEMENT$1.8M1
347CHOREO, LLC$1.7M1
348Soltis Investment Advisors LLC$1.7M1
349Y.D. More Investments Ltd$1.7M1
350Vident Advisory, LLC$1.7M1
351Jefferies Financial Group Inc.$1.7M1
352Bedell Frazier Investment Counselling, LLC$1.7M1
353Sequoia Financial Advisors, LLC$1.7M1
354GC Wealth Management RIA, LLC$1.7M1
355ASR Vermogensbeheer N.V.$1.7M1
356Point Windward Advisors Inc.$1.7M1
357Rafferty Asset Management, LLC$1.7M1
358Investment Management Corp of Ontario$1.7M1
359Clearstead Advisors, LLC$1.6M1
360Performance Wealth Partners, LLC$1.6M1
361PICTON MAHONEY ASSET MANAGEMENT$1.6M1
362Henshaw Capital LLC$1.6M1
363Havemeyer Place LP$1.6M1
364Chicago Partners Investment Group LLC$1.6M1
365PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.6M1
366K.J. Harrison & Partners Inc$1.6M1
367BLUE JEAN FINANCIAL LLC$1.5M1
368M&T BANK CORP$1.5M1
369Virtus Investment Advisers, LLC$1.5M1
370AustralianSuper Pty Ltd$1.5M1
371TWO SIGMA INVESTMENTS, LP$1.5M1
372Avalon Trust Co$1.5M1
373Northstar Advisory Group, LLC$1.5M1
374Norinchukin Bank, The$1.5M1
375UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.5M1
376COMMERCE BANK$1.4M1
377Independent Advisor Alliance$1.4M1
378Woodline Partners LP$1.4M1
379Ballentine Partners, LLC$1.4M1
380Richard W. Paul & Associates, LLC$1.4M1
381MIZUHO SECURITIES USA LLC$1.4M1
382B. Metzler seel. Sohn & Co. AG$1.4M1
383Grantham, Mayo, Van Otterloo & Co. LLC$1.4M1
384Sierra Legacy Group$1.4M1
385HARTFORD INVESTMENT MANAGEMENT CO$1.3M1
386EXCHANGE TRADED CONCEPTS, LLC$1.3M1
387Aaron Wealth Advisors LLC$1.3M1
388LaFleur & Godfrey LLC$1.3M1
389Quantum Private Wealth, LLC$1.3M1
390NorthCrest Asset Manangement, LLC$1.3M1
391MATTERN CAPITAL MANAGEMENT, LLC$1.3M1
392ABN AMRO INVESTMENT SOLUTIONS$1.2M1
393Owlhouse Capital LP$1.2M1
394Berkeley, Inc$1.2M1
395PINNACLE ASSOCIATES LTD$1.2M1
396Inscription Capital, LLC$1.2M1
397Kestra Advisory Services, LLC$1.2M1
398Callan Family Office, LLC$1.2M1
399Lighthouse Investment Partners, LLC$1.2M1
400Vise Technologies, Inc.$1.2M1
401Generali Asset Management SPA SGR$1.2M1
402FIRST MANHATTAN CO. LLC.$1.2M1
403Towne Trust Company, N.A$1.2M1
404World Investment Advisors$1.2M1
405Maryland State Retirement & Pension System$1.1M1
406HUNTINGTON NATIONAL BANK$1.1M1
407Strategic Financial Services, Inc.$1.1M1
408Neo Ivy Capital Management$1.1M1
409GATEWAY INVESTMENT ADVISERS LLC$1.1M1
410Fiera Capital Corp$1.1M1
411AG2R LA MONDIALE GESTION D'ACTIFS$1.1M1
412JAMES INVESTMENT RESEARCH, INC.$1.1M1
413LRT Capital Management, LLC$1.1M1
414TWIN CAPITAL MANAGEMENT INC$1.1M1
415Krilogy Financial LLC$1.1M1
416NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.1M1
417NewEdge Wealth, LLC$1.0M1
418MEEDER ASSET MANAGEMENT INC$1.0M1
419PRINCIPAL SECURITIES, INC.$1.0M1
420Resonant Capital Advisors, LLC$1.0M1
421IHT Wealth Management, LLC$1.0M1
422ATALANTA SOSNOFF CAPITAL, LLC$1.0M1
423TOKIO MARINE ASSET MANAGEMENT CO LTD$1.0M1
424FULTON BANK, N.A.$1.0M1
425KEYNOTE FINANCIAL SERVICES LLC$1.0M1
426Dai-ichi Life Insurance Company, Ltd$1.0M1
427INVESTMENT HOUSE LLC$991K1
428Invariant Investment Management$962K1
429BTG Pactual Asset Management US LLC$961K1
430RWA WEALTH PARTNERS, LLC$955K1
431Metis Global Partners, LLC$951K1
432MUFG Securities EMEA plc$951K1
433AZZAD ASSET MANAGEMENT INC /ADV$951K1
434North Dakota State Investment Board$946K1
435GUIDANCE CAPITAL, INC$942K1
436Shay Capital LLC$941K1
437GUGGENHEIM CAPITAL LLC$930K1
438Empirical Finance, LLC$912K1
439PATTEN & PATTEN INC/TN$907K1
440Diversified Investment Strategies, LLC$907K1
441E. Ohman J:or Asset Management AB$907K1
442Brevan Howard Capital Management LP$904K1
443Plato Investment Management Ltd$900K1
444McLaughlin Asset Management, Inc.$900K1
445EVOLVE PRIVATE WEALTH, LLC$898K1
446COLDSTREAM CAPITAL MANAGEMENT INC$898K1
447PACES FERRY WEALTH ADVISORS, LLC$896K1
448denkapparat Operations GmbH$894K1
449Parallax Volatility Advisers, L.P.$890K1
450AVALON CAPITAL MANAGEMENT$880K1
451Kera Capital Partners, Inc.$878K1
452Perigon Wealth Management, LLC$875K1
453Pinnacle Financial Partners, Inc.$870K1
454HB Wealth Management, LLC$864K1
455Saudi Central Bank$856K1
456MOODY NATIONAL BANK TRUST DIVISION$851K1
457EARNED WEALTH ADVISORS, LLC$846K1
458Mediolanum International Funds Ltd$842K1
459Accurate Wealth Management, LLC$818K1
460Legacy Advisors, LLC$806K1
461Apollon Wealth Management, LLC$802K1
462Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$801K1
463Bull Harbor Capital LLC$800K1
464Lombard Odier Asset Management (Switzerland) SA$798K1
465INTRUST BANK NA$788K1
466Dynamic Technology Lab Private Ltd$781K1
467SIRIOS CAPITAL MANAGEMENT L P$774K1
468Tempus Wealth Planning, LLC$759K1
469Kathmere Capital Management, LLC$756K1
470Saranac Partners Ltd$756K1
471NorthRock Partners, LLC$755K1
472Lido Advisors, LLC$746K1
473NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$742K1
474INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$740K1
475Equitable Holdings, Inc.$739K1
476Baker Avenue Asset Management, LP$737K1
477J. Safra Sarasin Holding AG$735K1
478Integrated Advisors Network LLC$720K1
479Banque Cantonale Vaudoise$711K1
480Arax Advisory Partners$706K1
481INDEPENDENT FINANCIAL GROUP, LLC$692K1
482GKV Capital Management Co., Inc.$684K1
483Moors & Cabot, Inc.$682K1
484Vestmark Advisory Solutions, Inc.$676K1
485Sowell Financial Services LLC$671K1
486SECURIAN ASSET MANAGEMENT, INC$668K1
487NORDEN GROUP LLC$662K1
488QUADRANT CAPITAL GROUP LLC$653K1
489MUFG SECURITIES AMERICAS INC.$642K1
490ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$635K1
491MGO ONE SEVEN LLC$635K1
492SCOTIA CAPITAL INC.$634K1
493Sagewood Asset Management LP$634K1
494Blueshift Asset Management, LLC$629K1
495Keebeck Wealth Management$627K1
496HUB Investment Partners, LLC$622K1
497Chesley Taft & Associates LLC$612K1
498Brooklyn Investment Group$610K1
499Global Assets Advisory, LLC$601K1
500Mattson Financial Services, LLC$593K1
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)1 buy / 2 sell
Congress net ($ bound)−$15.0K to $48.0K
Filers net (actions)not in build
Filers net ($ 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 ULTA

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for ULTA · financials and macro

Financials — as filed PLANNED

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