Public record / Tickers / VLTO

VLTO — Veralto Corp

Both disclosure regimes on one name: who in Congress filed about VLTO, 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 VLTO
Members · 12m
2
5 buys · 4 sells · by trade date
Latest PTR
09-01
filed 2026-09-01
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

Kevin Hern · $1.0K–$15.0K

Sale · traded 2026-08-21 → filed 2026-09-01. Ranked over every VLTO row by the provable lower bound, never a point estimate.

2 members · 5 buys / 4 sells

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

1 row 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 VLTO · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning VLTO
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-01Kevin Hern R–OK-1Sale · JT (jointly owned)Traded 08-21 +11d$1K–$15K
2026-09-01Kevin Hern R–OK-1Sale · partial · JT (partial sale, jointly owned)Traded 08-14 +18d$1K–$15K
2026-09-01Kevin Hern R–OK-1Sale · JT (jointly owned)Traded 08-10 +22d$1K–$15K
2026-07-02Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 06-24 +8d$1K–$15K
2026-06-08Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 05-11 +28d$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 VLTO

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing VLTO 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.
Gilbert Ray Cisneros, Jr. D–CA-316−$10.0K to $74.0K2
Kevin Hern R–OK-13−$45.0K to −$3.0K1

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

Congress ↔ notable managers · VLTO

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 $1K–$15K
Sellers
1 Kevin Hern R–OK-1 $3K–$45K

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 · VERALTO CORP

Merged timeline of congressional filings and notable-manager moves on VLTO
DateWhoChangeSize
2026-09-01Kevin Hern CongressSale$1K–$15K
2026-09-01Kevin Hern CongressSale$1K–$15K
2026-09-01Kevin Hern CongressSale$1K–$15K
2026-07-02Gilbert Ray Cisneros, Jr. CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+30,577 sh
2026-05-14Caxton Associates 13Fadd+15,663 sh

6 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 VLTO for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.2B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.4B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$1.0B1
4STATE STREET CORP$967M1
5GEODE CAPITAL MANAGEMENT, LLC$660M1
6FIRST TRUST ADVISORS LP$544M1
7Invesco Ltd.$451M1
8ALLIANCEBERNSTEIN L.P.$391M1
9Amundi$336M1
10MORGAN STANLEY$307M1
11NORTHERN TRUST CORP$300M1
12Pictet Asset Management Holding SA$284M1
13BROWN ADVISORY INC$266M1
14UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$247M1
15FEDERATED HERMES, INC.$239M1
16NORDEA INVESTMENT MANAGEMENT AB$223M1
17Rudius Management LP$222M1
18AQR CAPITAL MANAGEMENT LLC$209M1
19FMR LLC$208M1
20Janus Henderson Group Ltd.$185M1
21BANK OF AMERICA CORP /DE/$176M1
22Nuveen, LLC$173M1
23UBS Group AG$170M1
24FIL Ltd$168M1
25DIMENSIONAL FUND ADVISORS LP$158M1
26Mirova US LLC$149M1
27CHARLES SCHWAB INVESTMENT MANAGEMENT INC$142M1
28Legal & General Group Plc$132M1
29Robeco Institutional Asset Management B.V.$130M1
30VANGUARD FIDUCIARY TRUST CO$124M1
31RENAISSANCE TECHNOLOGIES LLC$123M1
32CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$122M1
33DEUTSCHE BANK AG\$109M1
34DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$101M1
35PRINCIPAL FINANCIAL GROUP INC$95.5M1
36Gates Capital Management, Inc.$95.5M1
37Swedbank AB$86.2M1
38LAZARD ASSET MANAGEMENT LLC$85.1M1
39HSBC HOLDINGS PLC$78.4M1
40Robeco Schweiz AG$75.2M1
41Allianz Asset Management GmbH$73.9M1
42SCHRODER INVESTMENT MANAGEMENT GROUP$71.6M1
43ROYAL BANK OF CANADA$70.8M1
44Swiss National Bank$64.4M1
45Champlain Investment Partners, LLC$62.7M1
46Clearbridge Investments, LLC$61.3M1
47MASSACHUSETTS FINANCIAL SERVICES CO /MA/$60.2M1
48Man Group plc$59.7M1
49Vontobel Holding Ltd.$58.4M1
50TEACHER RETIREMENT SYSTEM OF TEXAS$56.0M1
51FIRST MANHATTAN CO. LLC.$50.8M1
52TD ASSET MANAGEMENT INC$50.3M1
53Mitsubishi UFJ Asset Management Co., Ltd.$48.8M1
54AVIVA PLC$48.7M1
55Vanguard Global Advisers, LLC$48.0M1
56CAPITAL ADVISORS INC/OK$43.2M1
57Vest Financial, LLC$42.8M1
58NATIONAL BANK OF CANADA /FI/$41.2M1
59National Pension Service$39.8M1
60PRUDENTIAL FINANCIAL INC$39.3M1
61ENVESTNET ASSET MANAGEMENT INC$38.1M1
62VANGUARD ASSET MANAGEMENT, Ltd$37.5M1
63CANADA PENSION PLAN INVESTMENT BOARD$37.3M1
64RAYMOND JAMES FINANCIAL INC$36.9M1
65DUFF & PHELPS INVESTMENT MANAGEMENT CO$36.5M1
66CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$36.1M1
67Qube Research & Technologies Ltd$35.4M1
68SEI INVESTMENTS CO$34.9M1
69KING LUTHER CAPITAL MANAGEMENT CORP$34.1M1
70NATIXIS$33.9M1
71VOLORIDGE INVESTMENT MANAGEMENT, LLC$33.8M1
72Eurizon Capital SGR S.p.A.$33.3M1
73BNP Paribas Asset Management Holding S.A.$33.0M1
74Artisan Partners Limited Partnership$32.9M1
75FRANKLIN RESOURCES INC$31.7M1
76WESTWOOD HOLDINGS GROUP INC$30.6M1
77SEB Asset Management AB$30.6M1
78SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$30.4M1
79Aberdeen Group plc$30.0M1
80Gotham Asset Management, LLC$29.6M1
81CITIGROUP INC$29.5M1
82AMERICAN CENTURY COMPANIES INC$29.2M1
83Sone Capital Management, LLC$27.8M1
84FACTORY MUTUAL INSURANCE CO$27.8M1
85ABN AMRO Bank N.V.$27.0M1
86Triodos Investment Management BV$26.0M1
87JUPITER ASSET MANAGEMENT LTD$25.9M1
88Arbejdsmarkedets Tillaegspension$25.8M1
89Connor, Clark & Lunn Investment Management Ltd.$25.0M1
90STOREBRAND ASSET MANAGEMENT AS$22.8M1
91EASTERN BANK$22.4M1
92Trexquant Investment LP$22.4M1
93BANK OF MONTREAL /CAN/$20.3M1
94D. E. Shaw & Co., Inc.$20.2M1
95Candriam S.C.A.$20.1M1
96WELLINGTON MANAGEMENT GROUP LLP$20.0M1
97ADAGE CAPITAL PARTNERS GP, L.L.C.$19.6M1
98JACOBS LEVY EQUITY MANAGEMENT, INC$19.5M1
99Northwest & Ethical Investments L.P.$19.0M1
100WELLS FARGO & COMPANY/MN$18.6M1
101Zurcher Kantonalbank (Zurich Cantonalbank)$18.5M1
102BANK OF NOVA SCOTIA$17.5M1
103MILLENNIUM MANAGEMENT LLC$17.4M1
104Universal- Beteiligungs- und Servicegesellschaft mbH$17.1M1
105STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$16.9M1
106CITADEL ADVISORS LLC$16.4M1
107DANSKE BANK A/S$16.4M1
108PANAGORA ASSET MANAGEMENT INC$16.4M1
109MACKENZIE FINANCIAL CORP$16.3M1
110Quantinno Capital Management LP$16.1M1
111Freestone Grove Partners LP$14.9M1
112Rockefeller Capital Management L.P.$14.7M1
113Engineers Gate Manager LP$14.5M1
114KLP KAPITALFORVALTNING AS$13.4M1
115STATE OF WISCONSIN INVESTMENT BOARD$12.9M1
116Avalon Trust Co$12.7M1
117Foresight Group Ltd Liability Partnership$12.3M1
118Ensign Peak Advisors, Inc$12.3M1
119ROYAL LONDON ASSET MANAGEMENT LTD$12.1M1
120Lombard Odier Asset Management (Europe) Ltd$12.0M1
121VOYA INVESTMENT MANAGEMENT LLC$12.0M1
122Perpetual Ltd$11.9M1
123CIBC Asset Management Inc$11.6M1
124MANUFACTURERS LIFE INSURANCE COMPANY, THE$11.6M1
125Weiss Asset Management LP$11.5M1
126Chevy Chase Trust Holdings, LLC$11.5M1
127Korea Investment CORP$11.4M1
128GATES FOUNDATION TRUST$11.0M1
129Voleon Capital Management LP$11.0M1
130Vanguard Investments Australia, Ltd.$10.9M1
131HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$10.7M1
132CREDIT AGRICOLE S A$10.7M1
133Asset Management One Co., Ltd.$10.6M1
134FLPUTNAM INVESTMENT MANAGEMENT CO$10.5M1
135Sumitomo Mitsui DS Asset Management Company, Ltd$10.5M1
136FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$10.4M1
137LPL Financial LLC$10.4M1
138TORONTO DOMINION BANK$10.3M1
139Corient Private Wealth LLC$10.2M1
140LBP AM SA$10.2M1
141Illinois Municipal Retirement Fund$10.1M1
142Vident Advisory, LLC$10.0M1
143Railway Pension Investments Ltd$9.8M1
144HFR Wealth Management, LLC$9.8M1
145Groupe la Francaise$9.8M1
146APG Asset Management N.V.$9.6M1
147Cerity Partners LLC$9.2M1
148Vinva Investment Management Ltd$9.2M1
149INTECH INVESTMENT MANAGEMENT LLC$9.2M1
150BLAIR WILLIAM & CO/IL$9.2M1
151ABN AMRO INVESTMENT SOLUTIONS$8.6M1
152Alphinity Investment Management Pty Ltd$8.6M1
153Mariner, LLC$8.5M1
154Swiss Life Asset Management Ltd$8.4M1
155Tredje AP-fonden$8.4M1
156GLENMEDE TRUST CO NA$8.4M1
157CIBC Bancorp USA Inc.$8.1M1
158Allspring Global Investments Holdings, LLC$7.9M1
159PALISADE CAPITAL MANAGEMENT, LP$7.8M1
160DnB Asset Management AS$7.6M1
161NOMURA ASSET MANAGEMENT CO LTD$7.6M1
162State of New Jersey Common Pension Fund D$7.3M1
163BALYASNY ASSET MANAGEMENT L.P.$7.2M1
164Resona Asset Management Co.,Ltd.$7.2M1
165FIFTH THIRD BANCORP$7.2M1
166Lansforsakringar Fondforvaltning AB (publ)$7.1M1
167Aquatic Capital Management LLC$6.9M1
168BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$6.9M1
169HighTower Advisors, LLC$6.8M1
170Qsemble Capital Management, LP$6.7M1
171Creative Planning$6.6M1
172Symmetry Investments LP$6.6M1
173Daiwa Securities Group Inc.$6.5M1
174Holocene Advisors, LP$6.3M1
175XTX Topco Ltd$6.1M1
176Czech National Bank$6.0M1
177Walter Public Investments Inc.$6.0M1
178Arizona State Retirement System$6.0M1
179WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5.9M1
180TRUIST FINANCIAL CORP$5.8M1
181STATE OF MICHIGAN RETIREMENT SYSTEM$5.7M1
182Intesa Sanpaolo S.p.A.$5.7M1
183NORTHSTAR ASSET MANAGEMENT INC$5.6M1
184MetLife Investment Management, LLC$5.5M1
185TWINBEECH CAPITAL LP$5.5M1
186Mirae Asset Global Investments Co., Ltd.$5.4M1
187Pathstone Holdings, LLC$5.3M1
188COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$5.1M1
189XPONANCE LLC$5.1M1
190Community Financial Services Group, LLC$4.9M1
191M&T BANK CORP$4.8M1
192MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$4.8M1
193STIFEL FINANCIAL CORP$4.8M1
194Focus Partners Wealth$4.7M1
195IFM Investors Pty Ltd$4.7M1
196Retirement Systems of Alabama$4.7M1
197ProShare Advisors LLC$4.6M1
198Avanza Fonder AB$4.5M1
199CenterBook Partners LP$4.4M1
200MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.4M1
201Tidal Investments LLC$4.3M1
202Woodline Partners LP$4.3M1
203Calamos Advisors LLC$4.3M1
204Verition Fund Management LLC$4.1M1
205Wealthfront Advisers LLC$4.1M1
206PUBLIC SECTOR PENSION INVESTMENT BOARD$3.9M1
207IEQ CAPITAL, LLC$3.9M1
208Waverly Advisors, LLC$3.8M1
209PRUDENTIAL PLC$3.7M1
210Elo Mutual Pension Insurance Co$3.6M1
211Bank Julius Baer & Co. Ltd, Zurich$3.6M1
212ARTHUR M. COHEN & ASSOCIATES, LLC$3.6M1
213Utah Retirement Systems$3.6M1
214WEITZ INVESTMENT MANAGEMENT, INC.$3.5M1
215Generali Asset Management SPA SGR$3.5M1
216Cetera Investment Advisers$3.5M1
217Crossmark Global Holdings, Inc.$3.5M1
218Vanguard Personalized Indexing Management, LLC$3.2M1
219EXCHANGE TRADED CONCEPTS, LLC$3.2M1
220Rakuten Investment Management, Inc.$3.2M1
221NEOS Investment Management LLC$3.1M1
222B. Metzler seel. Sohn & Co. AG$3.1M1
223Citizens Business Bank$3.1M1
224NEW YORK LIFE INVESTMENT MANAGEMENT LLC$3.0M1
225BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.0M1
226JOHNSON INVESTMENT COUNSEL INC$3.0M1
227MACQUARIE GROUP LTD$3.0M1
228Ethic Inc.$2.9M1
229NISSAY ASSET MANAGEMENT CORP /JAPAN$2.9M1
230FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.9M1
231ING GROEP NV$2.8M1
232HB Wealth Management, LLC$2.7M1
233Investment Management Corp of Ontario$2.7M1
234CAXTON ASSOCIATES LLP$2.6M1
235UniSuper Management Pty Ltd$2.6M1
236OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.5M1
237COMMERCE BANK$2.4M1
238SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.4M1
239CWM, LLC$2.4M1
240Union Bancaire Privee, UBP SA$2.4M1
241US BANCORP \DE\$2.3M1
242OP Asset Management Ltd$2.3M1
243MERCER GLOBAL ADVISORS INC /ADV$2.3M1
244Lido Advisors, LLC$2.3M1
245AXQ CAPITAL, LP$2.2M1
246Metis Global Partners, LLC$2.2M1
247FORA Capital, LLC$2.2M1
248Addison Capital Co$2.2M1
249MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.2M1
250ECOFI INVESTISSEMENTS SA$2.1M1
251Machina Capital S.A.S.$2.1M1
252Squarepoint Ops LLC$2.1M1
253KEYBANK NATIONAL ASSOCIATION/OH$2.1M1
254O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.1M1
255Lincoln Capital LLC$1.9M1
256AIA Group Ltd$1.9M1
257ASSOCIATED BANC-CORP$1.9M1
258ASSETMARK, INC$1.8M1
259SummitTX Capital, L.P.$1.8M1
260Baird Financial Group, Inc.$1.7M1
261ExodusPoint Capital Management, LP$1.7M1
262FIDUCIARY TRUST CO$1.7M1
263OSAIC HOLDINGS, INC.$1.6M1
264Weil Company, Inc.$1.6M1
265Redmond Asset Management, LLC$1.6M1
266ASR Vermogensbeheer N.V.$1.6M1
267COMMONWEALTH EQUITY SERVICES, LLC$1.5M1
268Atria Investments, Inc$1.5M1
269LGT CAPITAL PARTNERS LTD.$1.5M1
270Rafferty Asset Management, LLC$1.4M1
271Kestra Advisory Services, LLC$1.4M1
272LECAP ASSET MANAGEMENT LTD$1.4M1
273First Nebraska Trust Co$1.4M1
274Nolet Wealth Management, LLC$1.3M1
275REGIONS FINANCIAL CORP$1.3M1
276YHB Investment Advisors, Inc.$1.3M1
277MIZUHO SECURITIES USA LLC$1.3M1
278Assenagon Asset Management S.A.$1.3M1
279Norinchukin Bank, The$1.3M1
280AZZAD ASSET MANAGEMENT INC /ADV$1.3M1
281EDGEWOOD MANAGEMENT LLC$1.3M1
282Private Advisor Group, LLC$1.2M1
283Verdence Capital Advisors LLC$1.2M1
284Concentric Capital Strategies, LP$1.2M1
285Savant Capital, LLC$1.2M1
286LS Investment Advisors, LLC$1.2M1
287IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.2M1
288Havemeyer Place LP$1.2M1
289MML INVESTORS SERVICES, LLC$1.1M1
290Maryland State Retirement & Pension System$1.1M1
291Federation des caisses Desjardins du Quebec$1.1M1
292BEACON INVESTMENT ADVISORY SERVICES, INC.$1.1M1
293Apollon Wealth Management, LLC$1.1M1
294Jain Global LLC$1.1M1
295KESTRA PRIVATE WEALTH SERVICES, LLC$1.1M1
296WealthPlan Investment Management, LLC$1.1M1
297Lombard Odier Asset Management (Switzerland) SA$1.1M1
298PARSONS CAPITAL MANAGEMENT INC/RI$1.0M1
299Value Partners Investments Inc.$1.0M1
300Empowered Funds, LLC$986K1
301Diversified Trust Co$983K1
302Schonfeld Strategic Advisors LLC$975K1
303Brevan Howard Capital Management LP$974K1
304Hills Bank & Trust Co$971K1
305OMERS ADMINISTRATION Corp$967K1
306Dai-ichi Life Insurance Company, Ltd$956K1
307Summit Trail Advisors, LLC$948K1
308Sarasin & Partners LLP$946K1
309LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$928K1
310MEYER HANDELMAN CO$913K1
311MUFG Securities EMEA plc$901K1
312Sanctuary Advisors, LLC$900K1
313Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$893K1
314Tower Research Capital LLC (TRC)$881K1
315SANDLER CAPITAL MANAGEMENT$880K1
316Laird Norton Wetherby Trust Company, LLC$874K1
317UNITED CAPITAL FINANCIAL ADVISORS, LLC$872K1
318WINTON GROUP Ltd$856K1
319Beacon Pointe Advisors, LLC$847K1
320Curi Capital, LLC$837K1
321Clearstead Advisors, LLC$835K1
322J.P. Marvel Investment Advisors, LLC$828K1
323Sargent Investment Group, LLC$822K1
324JANE STREET GROUP, LLC$811K1
325Saudi Central Bank$810K1
326OSSIAM$804K1
327Cannell & Spears LLC$780K1
328Fractal Investments LLC$778K1
329Segment Wealth Management, LLC$767K1
330Lighthouse Investment Partners, LLC$766K1
331Perigon Wealth Management, LLC$753K1
332Renaissance Investment Group LLC$748K1
333Sequoia Financial Advisors, LLC$742K1
334NOMURA HOLDINGS INC$741K1
335WELCH & FORBES LLC$741K1
336TWO SIGMA INVESTMENTS, LP$737K1
337TOKIO MARINE ASSET MANAGEMENT CO LTD$729K1
338E. Ohman J:or Asset Management AB$719K1
339Orion Porfolio Solutions, LLC$717K1
340GUGGENHEIM CAPITAL LLC$705K1
341NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$702K1
342Merit Financial Group, LLC$686K1
343Corus Family Wealth Advisors$682K1
344Empirical Finance, LLC$670K1
345Marble Harbor Investment Counsel, LLC$666K1
346Penobscot Investment Management Company, Inc.$662K1
347Mirador Capital Partners LP$662K1
348DRW Securities, LLC$661K1
349Evelyn Partners Investment Management LLP$636K1
350Granite Investment Partners, LLC$630K1
351MQS Management LLC$629K1
352NWAM LLC$622K1
353QRG CAPITAL MANAGEMENT, INC.$611K1
354OFI INVEST ASSET MANAGEMENT$610K1
355North Dakota State Investment Board$609K1
356CAPSTONE INVESTMENT ADVISORS, LLC$604K1
357nVerses Capital, LLC$601K1
358Callan Family Office, LLC$598K1
359SECURIAN ASSET MANAGEMENT, INC$593K1
360ELCO Management Co., LLC$586K1
361MAI Capital Management$581K1
362NewEdge Wealth, LLC$568K1
363State of Wyoming$567K1
364DNCA FINANCE$567K1
365CoreCommodity Management, LLC$566K1
366Pinnacle Financial Partners, Inc.$552K1
367Atlantic Union Bankshares Corp$521K1
368Susquehanna Portfolio Strategies, LLC$496K1
369Polymer Capital Management (US) LLC$487K1
370Phoenix Financial Ltd.$486K1
371ALPS ADVISORS INC$486K1
372SUVRETTA CAPITAL MANAGEMENT, LLC$484K1
373GARRISON POINT ADVISORS, LLC$478K1
374&PARTNERS$469K1
375Brooklyn Investment Group$456K1
376Frank, Rimerman Advisors LLC$456K1
377MONTAG A & ASSOCIATES INC$448K1
378Jasper Ridge Partners, L.P.$442K1
379Advisory Alpha, LLC$434K1
380PRELUDE CAPITAL MANAGEMENT, LLC$431K1
381PATTON ALBERTSON MILLER GROUP, LLC$430K1
382Cresset Asset Management, LLC$424K1
383iSAM Funds (UK) Ltd$421K1
384EVERGREEN CAPITAL MANAGEMENT LLC$419K1
385S-Bank Fund Management Ltd$416K1
386Alpha Omega Wealth Management LLC$414K1
387Concurrent Investment Advisors, LLC$409K1
388QUADRANT CAPITAL GROUP LLC$406K1
389OPPENHEIMER ASSET MANAGEMENT INC.$403K1
390M&G Plc$402K1
391Marks Group Wealth Management, Inc$402K1
392TEMA ETFS LLC$393K1
393PFG Investments, LLC$390K1
394OXFORD FINANCIAL GROUP, LTD. LLC$388K1
395DUNCKER STREETT & CO INC$387K1
396Storen Legacy Partners, LLC$385K1
397NewEdge Advisors, LLC$383K1
398South Shore Capital Advisors$382K1
399PRINCIPAL SECURITIES, INC.$380K1
400WEBSTER BANK, N. A.$378K1
401CITIZENS FINANCIAL GROUP INC/RI$378K1
402New England Research & Management, Inc.$376K1
403Banque Transatlantique SA$375K1
404Perbak Capital Partners LLP$373K1
405FARMERS & MERCHANTS INVESTMENTS INC$372K1
406Harbor Advisors LLC$368K1
407Siemens Fonds Invest GmbH$368K1
408Ipswich Investment Management Co., Inc.$367K1
409DE BURLO GROUP INC$366K1
410Ballentine Partners, LLC$364K1
411World Investment Advisors$363K1
412MIRABELLA FINANCIAL SERVICES LLP$363K1
413Autumn Glory Partners, LLC$361K1
414Diametric Capital, LP$358K1
415J. Safra Sarasin Holding AG$351K1
416Skandinaviska Enskilda Banken AB (publ)$350K1
417Advisors Capital Management, LLC$346K1
418Lafayette Investments, Inc.$345K1
419Bragg Financial Advisors, Inc$344K1
420Vise Technologies, Inc.$338K1
421WealthPLAN Partners, LLC$337K1
422DAVIS R M INC$332K1
423CI INVESTMENTS INC.$326K1
424MISSION WEALTH MANAGEMENT, LP$325K1
425Focus Partners Advisor Solutions, LLC$322K1
426FIRST CITIZENS BANK & TRUST CO$321K1
427Chicago Partners Investment Group LLC$321K1
428MGO ONE SEVEN LLC$320K1
429DAVENPORT & Co LLC$315K1
430OXFORD ASSET MANAGEMENT LLP$315K1
431Walleye Capital LLC$314K1
432VestGen Advisors, LLC$313K1
433Spire Wealth Management$311K1
434Meixler Investment Management, Ltd.$311K1
435Dynamic Technology Lab Private Ltd$306K1
436SIGNATUREFD, LLC$305K1
437Kentucky Farm Bureau Mutual Insurance Co$295K1
438Wilmington Savings Fund Society, FSB$293K1
439MONETA GROUP INVESTMENT ADVISORS LLC$291K1
440BAILARD, INC.$291K1
441Pitcairn Wealth Advisors LLC$290K1
442LEAVELL INVESTMENT MANAGEMENT, INC.$288K1
443COLDSTREAM CAPITAL MANAGEMENT INC$287K1
444Meiji Yasuda Asset Management Co Ltd.$275K1
445OneDigital Investment Advisors LLC$274K1
446WOODMONT INVESTMENT COUNSEL LLC$270K1
447LMCG INVESTMENTS, LLC$267K1
448Roundview Capital LLC$262K1
449Atom Investors LP$262K1
450CIBC WORLD MARKET INC.$262K1
451Rice Partnership, LLC$258K1
452HM PAYSON & CO$257K1
453Focus Financial Network, Inc.$250K1
454Private Wealth Partners, LLC$249K1
455SCOTIA CAPITAL INC.$249K1
456VARCOV Co.$249K1
457D.A. DAVIDSON & CO.$242K1
458Sun Financial Inc$242K1
459CAMBIENT FAMILY OFFICE, LLC$240K1
460Scarborough Advisors, LLC$239K1
461AMG National Trust Bank$233K1
462Pallas Capital Advisors LLC$231K1
463CHOREO, LLC$229K1
464SEARLE & CO.$228K1
465NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$228K1
466Steward Partners Investment Advisory, LLC$227K1
467Capital Asset Advisory Services LLC$227K1
468EVOLVE PRIVATE WEALTH, LLC$223K1
469AE Wealth Management LLC$222K1
470PATTON FUND MANAGEMENT, INC.$222K1
471GRANDFIELD & DODD, LLC$218K1
472Robertson Stephens Wealth Management, LLC$218K1
473Chicago Capital, LLC$217K1
474Envestnet Portfolio Solutions, Inc.$215K1
475Edgemoor Investment Advisors, Inc.$213K1
476Checchi Capital Advisers, LLC$213K1
477Allworth Financial LP$209K1
478TD Waterhouse Canada Inc.$208K1
479JAMISON PRIVATE WEALTH MANAGEMENT, INC.$207K1
480Modern Wealth Management, LLC$207K1
481PROFUND ADVISORS LLC$206K1
482TOCQUEVILLE ASSET MANAGEMENT L.P.$204K1
483Brookstone Capital Management$204K1
4841ST SOURCE BANK$203K1
485Meeder Advisory Services, Inc.$202K1
486Altshuler Shaham Ltd$200K1
487UMB Bank, n.a.$200K1
488Atlantic Edge Private Wealth Management, LLC$188K1
489Board of the Pension Protection Fund$177K1
490DARA CAPITAL US, INC.$154K1
491Compagnie Lombard Odier SCmA$154K1
492Dorato Capital Management$153K1
493Arax Advisory Partners$135K1
494EVERMAY WEALTH MANAGEMENT LLC$130K1
495CENTRAL TRUST Co$127K1
496Cassaday & Co Wealth Management LLC$122K1
497Parkside Financial Bank & Trust$120K1
498TFC Financial Management, Inc.$110K1
499ALERUS FINANCIAL NA$109K1
500ACADIAN ASSET MANAGEMENT LLC$108K1
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)5 buy / 4 sell
Congress net ($ bound)−$55.0K to $71.0K
Filers net (actions)not in build
Filers net ($ 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 VLTO

RETAINED WINDOW · ACTIVE HITS
Signal hits naming VLTO
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit
COMMITTEEa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied1 hit

Every rule, with its definition →

Planned modules for VLTO · financials and macro

Financials — as filed PLANNED

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