Public record / Tickers / VMI

VMI — VALMONT INDUSTRIES INC

Both disclosure regimes on one name: who in Congress filed about VMI, 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
3
all PTR rows naming VMI
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
04-11
filed 2015-04-11
13F holders
484
top-484 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

Suzan K. DelBene · $15.0K–$50.0K

Sale · traded 2014-05-22 → filed 2014-06-12. Ranked over every VMI row by the provable lower bound, never a point estimate.

No member disclosed VMI in the trailing 12 months

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

Every row filed inside 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

No dated VMI rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING VMI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning VMI
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2015-04-11Thomas MacArthur R–NJ-3Sale · JT (jointly owned)Traded 03-20 +22d$1K–$15K
2014-06-12Suzan K. DelBene D–WA-1Sale · JT (jointly owned)Traded 05-22 +21d$15K–$50K
2014-06-12Suzan K. DelBene D–WA-1Purchase · JT (jointly owned)Traded 05-12 +31d$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 3 ↗

Members active in VMI

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed VMI in the trailing 12 months.

Congress ↔ notable managers · VMI

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
1 Gotham Asset Management $27.7M held

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

Merged timeline of congressional filings and notable-manager moves on VMI
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+5,349 sh
2026-05-15Bridgewater Associates 13Ftrim−2,644 sh
2026-05-14Caxton Associates 13Fexit−844 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 VMI for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$756M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$345M1
3VANGUARD CAPITAL MANAGEMENT LLC$338M1
4STATE STREET CORP$258M1
5Invesco Ltd.$172M1
6FRANKLIN RESOURCES INC$160M1
7DIMENSIONAL FUND ADVISORS LP$156M1
8EARNEST PARTNERS LLC$155M1
9KING LUTHER CAPITAL MANAGEMENT CORP$145M1
10SEI INVESTMENTS CO$116M1
11BANK OF AMERICA CORP /DE/$109M1
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC$102M1
13FMR LLC$90.7M1
14Greenhouse Funds LLLP$85.1M1
15Copeland Capital Management, LLC$82.1M1
16AQR CAPITAL MANAGEMENT LLC$82.1M1
17NORTHERN TRUST CORP$74.9M1
18BROWN ADVISORY INC$68.0M1
19MORGAN STANLEY$66.4M1
20Quantinno Capital Management LP$64.0M1
21FIRST TRUST ADVISORS LP$60.9M1
22VICTORY CAPITAL MANAGEMENT INC$60.0M1
23MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$58.0M1
24Allianz Asset Management GmbH$55.6M1
25Qube Research & Technologies Ltd$52.3M1
26Janus Henderson Group Ltd.$50.3M1
27JANE STREET GROUP, LLC$49.8M1
28VANGUARD FIDUCIARY TRUST CO$48.4M1
29Amundi$47.4M1
30ROYCE & ASSOCIATES LP$47.1M1
31STOREBRAND ASSET MANAGEMENT AS$44.1M1
32AMERICAN CENTURY COMPANIES INC$40.8M1
33HighTower Advisors, LLC$37.7M1
34SCHRODER INVESTMENT MANAGEMENT GROUP$37.0M1
35Gotham Asset Management, LLC$27.7M1
36CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$25.3M1
37Arbejdsmarkedets Tillaegspension$25.1M1
38Squarepoint Ops LLC$23.6M1
39PANAGORA ASSET MANAGEMENT INC$23.0M1
40Leeward Investments, LLC - MA$22.9M1
41UBS Group AG$22.9M1
42CWM, LLC$22.3M1
43UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$21.7M1
44Retirement Systems of Alabama$20.3M1
45RENAISSANCE TECHNOLOGIES LLC$20.1M1
46ENVESTNET ASSET MANAGEMENT INC$19.3M1
47Point72 Asset Management, L.P.$18.9M1
48PRINCIPAL FINANCIAL GROUP INC$17.7M1
49JUPITER ASSET MANAGEMENT LTD$17.7M1
50TRILLIUM ASSET MANAGEMENT, LLC$17.6M1
51Avalon Trust Co$16.0M1
52CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$15.7M1
53OP Asset Management Ltd$15.6M1
54Swiss National Bank$15.5M1
55Grantham, Mayo, Van Otterloo & Co. LLC$15.0M1
56STATE OF WISCONSIN INVESTMENT BOARD$15.0M1
57Allspring Global Investments Holdings, LLC$14.9M1
58OPPENHEIMER & CO INC$14.7M1
59BLAIR WILLIAM & CO/IL$14.1M1
60DUFF & PHELPS INVESTMENT MANAGEMENT CO$13.8M1
61D.A. DAVIDSON & CO.$13.5M1
62Robeco Schweiz AG$13.3M1
63Pennant Select, LLC$13.2M1
64MILLENNIUM MANAGEMENT LLC$12.9M1
65ALLIANCEBERNSTEIN L.P.$12.7M1
66CITADEL ADVISORS LLC$12.5M1
67Nuveen, LLC$12.3M1
68Pennant Investors, LP$12.0M1
69Legal & General Group Plc$11.1M1
70UniSuper Management Pty Ltd$10.3M1
71Tidal Investments LLC$10.3M1
72CRAWFORD INVESTMENT COUNSEL INC$9.9M1
73WealthPlan Investment Management, LLC$9.8M1
74NORDEA INVESTMENT MANAGEMENT AB$9.7M1
75IEQ CAPITAL, LLC$9.7M1
76Advisors Asset Management, Inc.$9.6M1
77Corient Private Wealth LLC$9.6M1
78Edgestream Partners, L.P.$9.4M1
79ROYAL BANK OF CANADA$9.3M1
80J. Safra Sarasin Holding AG$8.8M1
81Zurcher Kantonalbank (Zurich Cantonalbank)$8.7M1
82Covea Finance$8.5M1
83D. E. Shaw & Co., Inc.$8.0M1
84Montanaro Asset Management Ltd$7.8M1
85TEACHER RETIREMENT SYSTEM OF TEXAS$7.6M1
86OSAIC HOLDINGS, INC.$7.5M1
87EDENTREE ASSET MANAGEMENT Ltd$7.3M1
88VANGUARD ASSET MANAGEMENT, Ltd$7.3M1
89Vontobel Holding Ltd.$7.2M1
90SCOPUS ASSET MANAGEMENT, L.P.$7.0M1
91Mariner, LLC$6.6M1
92MANUFACTURERS LIFE INSURANCE COMPANY, THE$6.6M1
93Nitorum Capital, L.P.$6.5M1
94Y-Intercept (Hong Kong) Ltd$6.4M1
95RAYMOND JAMES FINANCIAL INC$6.1M1
96L. Roy Papp & Associates, LLP$6.0M1
97Man Group plc$5.9M1
98STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$5.9M1
99FIFTH THIRD BANCORP$5.9M1
100Moran Wealth Management, LLC$5.8M1
101WELLS FARGO & COMPANY/MN$5.3M1
102Illinois Municipal Retirement Fund$4.9M1
103Creative Planning$4.8M1
104VOLORIDGE INVESTMENT MANAGEMENT, LLC$4.8M1
105Mirae Asset Global Investments Co., Ltd.$4.7M1
106Quadrature Capital Ltd$4.6M1
107STIFEL FINANCIAL CORP$4.6M1
108Universal- Beteiligungs- und Servicegesellschaft mbH$4.6M1
109ExodusPoint Capital Management, LP$4.6M1
110Security National Bank$4.5M1
111Cetera Investment Advisers$4.1M1
112Mitsubishi UFJ Trust & Banking Corp$4.0M1
113EFG International AG$3.9M1
114MetLife Investment Management, LLC$3.9M1
115Congruence Capital, LLC$3.9M1
116BNP Paribas Asset Management Holding S.A.$3.8M1
117BALYASNY ASSET MANAGEMENT L.P.$3.8M1
118HSBC HOLDINGS PLC$3.8M1
119BARCLAYS PLC$3.6M1
120CANADA PENSION PLAN INVESTMENT BOARD$3.6M1
121Oak Thistle LLC$3.6M1
122Holocene Advisors, LP$3.5M1
123HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$3.5M1
124Global Alpha Capital Management Ltd.$3.3M1
125US BANCORP \DE\$3.3M1
126Midwest Trust Co$3.3M1
127O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.3M1
128INTECH INVESTMENT MANAGEMENT LLC$3.2M1
129Vanguard Global Advisers, LLC$3.2M1
130Oliver Luxxe Assets LLC$3.1M1
131TWO SIGMA INVESTMENTS, LP$3.1M1
132DIVERSIFY WEALTH MANAGEMENT, LLC$3.0M1
133Bridgewater Associates, LP$3.0M1
134MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.0M1
135Engineers Gate Manager LP$2.9M1
136Arjuna Capital$2.9M1
137Schonfeld Strategic Advisors LLC$2.9M1
138Focus Partners Wealth$2.8M1
139LAZARD ASSET MANAGEMENT LLC$2.7M1
140Cerity Partners LLC$2.7M1
141MERCER GLOBAL ADVISORS INC /ADV$2.7M1
142TWINBEECH CAPITAL LP$2.6M1
143Cannell & Spears LLC$2.6M1
144Summit Trail Advisors, LLC$2.6M1
145MOODY NATIONAL BANK TRUST DIVISION$2.5M1
146CITIGROUP INC$2.5M1
147Magnetar Financial LLC$2.5M1
148Carmel Capital Partners, LLC$2.5M1
149State of New Jersey Common Pension Fund D$2.5M1
150Aptus Capital Advisors, LLC$2.5M1
151GUARDIAN WEALTH ADVISORS, LLC / NC$2.4M1
152LPL Financial LLC$2.4M1
153WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.4M1
154Silver Lake Advisory, LLC$2.3M1
155Vestmark Advisory Solutions, Inc.$2.3M1
156SummitTX Capital, L.P.$2.2M1
157Riverwater Partners LLC$2.2M1
158PRUDENTIAL FINANCIAL INC$2.2M1
159Arizona State Retirement System$2.2M1
160WORLDQUANT MILLENNIUM ADVISORS LLC$2.0M1
161Robeco Institutional Asset Management B.V.$2.0M1
162SMART Wealth LLC$2.0M1
163Caprock Group, LLC$2.0M1
164Nabity-Jensen Investment Management Inc$2.0M1
165COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.0M1
166Inspire Investing, LLC$2.0M1
167STATE OF MICHIGAN RETIREMENT SYSTEM$1.9M1
168Vanguard Investments Australia, Ltd.$1.9M1
169SHELTON CAPITAL MANAGEMENT$1.9M1
170RITHOLTZ WEALTH MANAGEMENT$1.8M1
171PRUDENTIAL PLC$1.8M1
172Pinnacle Financial Partners, Inc.$1.8M1
173COMMONWEALTH EQUITY SERVICES, LLC$1.8M1
174Pathstone Holdings, LLC$1.8M1
175NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.8M1
176Callan Family Office, LLC$1.8M1
177FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$1.8M1
178NIA IMPACT ADVISORS, LLC$1.8M1
179AXON CAPITAL LP$1.7M1
180BANK OF MONTREAL /CAN/$1.7M1
181Vest Financial, LLC$1.7M1
182PICTON MAHONEY ASSET MANAGEMENT$1.6M1
183DEUTSCHE BANK AG\$1.6M1
184NATIXIS$1.6M1
185OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.6M1
186Perigon Wealth Management, LLC$1.5M1
187Dynamic Technology Lab Private Ltd$1.5M1
188CREDIT AGRICOLE S A$1.5M1
189DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$1.5M1
190TBH Global Asset Management, LLC$1.5M1
191OPPENHEIMER ASSET MANAGEMENT INC.$1.5M1
192Ameritas Investment Partners, Inc.$1.5M1
193Freestone Grove Partners LP$1.4M1
194Curi Capital, LLC$1.4M1
195Brevan Howard Capital Management LP$1.4M1
196Summit Financial, LLC$1.4M1
197Aquatic Capital Management LLC$1.3M1
198ALPS ADVISORS INC$1.3M1
199Inscription Capital, LLC$1.3M1
200Pictet Asset Management Holding SA$1.2M1
201Patriot Financial Group Insurance Agency, LLC$1.2M1
202IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.2M1
203Baird Financial Group, Inc.$1.1M1
204Rockefeller Capital Management L.P.$1.1M1
205NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.1M1
206Tradewinds Capital Management, LLC$1.1M1
207ESSEX INVESTMENT MANAGEMENT CO LLC$1.1M1
208MEEDER ASSET MANAGEMENT INC$1.1M1
209Vanguard Personalized Indexing Management, LLC$1.1M1
210CHESAPEAKE CAPITAL CORP /IL/$1.0M1
211&PARTNERS$1.0M1
212Federation des caisses Desjardins du Quebec$974K1
213FIRST NATIONAL BANK OF OMAHA$951K1
214VOYA INVESTMENT MANAGEMENT LLC$942K1
215XPONANCE LLC$939K1
216FIRST MANHATTAN CO. LLC.$892K1
217Chicago Partners Investment Group LLC$876K1
218Ensign Peak Advisors, Inc$874K1
219SANDLER CAPITAL MANAGEMENT$857K1
220HUB Investment Partners, LLC$835K1
221Avidian Wealth Enterprises, LLC$825K1
222INCEPTIONR LLC$816K1
223Union Bancaire Privee, UBP SA$811K1
224FOX RUN MANAGEMENT, L.L.C.$790K1
225CenterBook Partners LP$776K1
226FEDERATED HERMES, INC.$760K1
227CHOREO, LLC$756K1
228Gibbs Wealth Management$751K1
229QUADRANT CAPITAL GROUP LLC$751K1
230AZZAD ASSET MANAGEMENT INC /ADV$747K1
231Atria Investments, Inc$737K1
232NorthCrest Asset Manangement, LLC$722K1
233D.B. Root & Company, LLC$720K1
234Brooklyn Investment Group$709K1
235Shay Capital LLC$699K1
236Swiss Life Asset Management Ltd$696K1
237Orion Porfolio Solutions, LLC$679K1
238Gladstone Institutional Advisory LLC$664K1
239Beacon Pointe Advisors, LLC$660K1
240Alliance Wealth Advisors, LLC /UT$659K1
241Sanctuary Advisors, LLC$656K1
242Blue Trust, Inc.$649K1
243MQS Management LLC$629K1
244Vident Advisory, LLC$625K1
245MACKENZIE FINANCIAL CORP$619K1
246DELTA ASSET MANAGEMENT LLC/TN$608K1
247BOOTHBAY FUND MANAGEMENT, LLC$608K1
248LECAP ASSET MANAGEMENT LTD$604K1
249Portside Wealth Group, LLC$601K1
250Empowered Funds, LLC$591K1
251Savvy Advisors, Inc.$590K1
252Merit Financial Group, LLC$577K1
253SECURIAN ASSET MANAGEMENT, INC$574K1
254Kera Capital Partners, Inc.$573K1
255Jefferies Financial Group Inc.$559K1
256Dakota Wealth Management$559K1
257AVIVA PLC$557K1
258Banque Cantonale Vaudoise$554K1
259Focus Partners Advisor Solutions, LLC$549K1
260Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$544K1
261Crossmark Global Holdings, Inc.$538K1
262Aaron Wealth Advisors LLC$528K1
263HAMEL ASSOCIATES, INC.$527K1
264Blueshift Asset Management, LLC$509K1
265PERSONAL CFO SOLUTIONS, LLC$497K1
266CAPSTONE INVESTMENT ADVISORS, LLC$497K1
267Snowden Capital Advisors LLC$497K1
268Sequoia Financial Advisors, LLC$491K1
269EVERGREEN CAPITAL MANAGEMENT LLC$480K1
270HORIZON KINETICS ASSET MANAGEMENT LLC$480K1
271SHUFRO ROSE & CO LLC$479K1
272Baker Avenue Asset Management, LP$473K1
273NORDEN GROUP LLC$468K1
274ProShare Advisors LLC$454K1
275PITTENGER & ANDERSON INC$449K1
276Caitong International Asset Management Co., Ltd$448K1
277EP Wealth Advisors, LLC$443K1
278First Nebraska Trust Co$440K1
279MAI Capital Management$439K1
280Steward Partners Investment Advisory, LLC$434K1
281Mitsubishi UFJ Asset Management Co., Ltd.$427K1
282Quantum Portfolio Management LLC$419K1
283Utah Retirement Systems$414K1
284Blue Capital, Inc.$414K1
285K.J. Harrison & Partners Inc$400K1
286Beverly Hills Private Wealth, LLC$394K1
287Banque Transatlantique SA$384K1
288R Squared Ltd$378K1
289RWC Asset Management LLP$372K1
290Maryland State Retirement & Pension System$372K1
291Tower Research Capital LLC (TRC)$370K1
292Cyndeo Wealth Partners, LLC$368K1
293Morey & Quinn Wealth Partners, LLC$368K1
294Carnegie Lake Advisors LLC$360K1
295SAGESPRING WEALTH PARTNERS, LLC$354K1
296RHS Financial, LLC$352K1
297Koshinski Asset Management, Inc.$345K1
298Qsemble Capital Management, LP$336K1
299NewEdge Advisors, LLC$329K1
300Arax Advisory Partners$323K1
301AXQ CAPITAL, LP$322K1
302Pallas Capital Advisors LLC$320K1
303Chevy Chase Trust Holdings, LLC$320K1
304Diversified Trust Co$319K1
305Hiley Hunt Wealth Management$314K1
306XTX Topco Ltd$303K1
307RFG - Bristol Wealth Advisors, LLC$300K1
308BSW Wealth Partners$300K1
309M&T BANK CORP$295K1
310ABN AMRO Bank N.V.$294K1
311Polymer Capital Management (US) LLC$282K1
312Balefire, LLC$280K1
313Bull Harbor Capital LLC$276K1
314Wedmont Private Capital$274K1
315EVOLVE PRIVATE WEALTH, LLC$271K1
316HB Wealth Management, LLC$270K1
317COLDSTREAM CAPITAL MANAGEMENT INC$266K1
318CIBC Asset Management Inc$259K1
319CHILDRESS CAPITAL ADVISORS, LLC$253K1
320JMN Financial LLC$253K1
321Lighthouse Investment Partners, LLC$248K1
322Simplicity Wealth,LLC$241K1
323MGO ONE SEVEN LLC$241K1
324Waverly Advisors, LLC$241K1
325Lincoln Capital LLC$240K1
326RMR Wealth Builders$235K1
327Cresset Asset Management, LLC$232K1
328Krilogy Financial LLC$232K1
329Sendero Wealth Management, LLC$228K1
330Skandinaviska Enskilda Banken AB (publ)$228K1
331North Dakota State Investment Board$227K1
332Teza Capital Management LLC$225K1
333Knollwood Investment Advisory, LLC$222K1
334Penobscot Investment Management Company, Inc.$220K1
335ELCO Management Co., LLC$218K1
336Cambria Investment Management, L.P.$217K1
337denkapparat Operations GmbH$217K1
338Aristides Capital LLC$216K1
339Frec Markets, Inc.$210K1
340Brendel Financial Advisors LLC$203K1
341MML INVESTORS SERVICES, LLC$201K1
342Asset Management One Co., Ltd.$195K1
343Bank Julius Baer & Co. Ltd, Zurich$160K1
344EXCHANGE TRADED CONCEPTS, LLC$155K1
345Allworth Financial LP$133K1
346Parkside Financial Bank & Trust$131K1
347Quarry LP$128K1
348Walleye Trading LLC$127K1
349BEACON INVESTMENT ADVISORY SERVICES, INC.$95.9K1
350SIGNATUREFD, LLC$95.5K1
351Pflug Koory, LLC$87.9K1
352UMB Bank, n.a.$87.5K1
353Bayforest Capital Ltd$87.1K1
354State of Wyoming$67.5K1
355GROUP ONE TRADING LLC$62.7K1
356WEBSTER BANK, N. A.$59.9K1
357True Wealth Design, LLC$53.1K1
358NOMURA ASSET MANAGEMENT CO LTD$50.3K1
359Smartleaf Asset Management LLC$47.6K1
360Measured Wealth Private Client Group, LLC$42.0K1
361MONTAG A & ASSOCIATES INC$34.0K1
362Larson Financial Group LLC$33.2K1
363Leonteq Securities AG$28.4K1
364TD Waterhouse Canada Inc.$23.5K1
365Retirement Wealth Solutions LLC$20.4K1
366Eurizon Capital SGR S.p.A.$15.4K1
367SJS Investment Consulting Inc.$15.2K1
368F&V Capital Management, LLC$14.0K1
369NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$12.8K1
370ASSETMARK, INC$11.6K1
371Annis Gardner Whiting Capital Advisors, LLC$10.8K1
372Treasurer of the State of North Carolina$10.7K1
373JONES FINANCIAL COMPANIES LLLP$10.4K1
374JFS WEALTH ADVISORS, LLC$10.0K1
375ELEVATION WEALTH PARTNERS, LLC$9.6K1
376WPG Advisers, LLC$9.2K1
377Wilmington Savings Fund Society, FSB$8.8K1
378WOLFF WIESE MAGANA LLC$8.8K1
379Private Wealth Management Group, LLC$8.8K1
380CVA Family Office, LLC$7.2K1
381CBIZ Investment Advisory Services, LLC$6.8K1
382Owl Creek Wealth Partners LLC$6.4K1
383Caitlin John, LLC$6.4K1
384DekaBank Deutsche Girozentrale$6.1K1
385CENTRAL TRUST Co$5.2K1
386Dogwood Wealth Management LLC$5.2K1
387CANADA LIFE ASSURANCE Co$4.8K1
388PFS Partners, LLC$4.4K1
389MidFirst Bank$4.4K1
390KBC Group NV$4.3K1
391Johnson Financial Group, Inc.$4.0K1
392Altshuler Shaham Ltd$4.0K1
393Clearstead Trust, LLC$4.0K1
394Keating Financial Advisory Services, Inc.$4.0K1
395United Financial Planning Group LLC$3.6K1
396Moisand Fitzgerald Tamayo, LLC$3.2K1
397THRIVENT FINANCIAL FOR LUTHERANS$3.1K1
398Aster Capital Management (DIFC) Ltd$2.9K1
399ACADIAN ASSET MANAGEMENT LLC$2.8K1
400Intentional Wealth Strategies, LLC$2.8K1
401Clearstead Advisors, LLC$2.4K1
402DiNuzzo Private Wealth, Inc.$2.4K1
403Sachetta, LLC$2.0K1
404Rialto Wealth Management, LLC$2.0K1
405Nicollet Investment Management, Inc.$2.0K1
406Signature Equity Partners, LLC$1.6K1
407Pinnacle Wealth Planning Services, Inc.$1.6K1
408Financial Network Wealth Advisors LLC$1.6K1
409Cromwell Holdings LLC$1.2K1
410TFC Financial Management, Inc.$1.2K1
411Vestcor Inc$1.1K1
412CX Institutional$9021
413Y.D. More Investments Ltd$8511
414Valued Wealth Advisors LLC$8011
415SouthState Bank Corp$8001
416Bell Investment Advisors, Inc$8001
417SHP Wealth Management$7991
418Rakuten Securities, Inc.$7991
419HFM Investment Advisors, LLC$7991
420State of Alaska, Department of Revenue$7881
421HRT FINANCIAL LP$6011
422Vermillion Wealth Management, Inc.$4001
423Physician Wealth Advisors, Inc.$4001
424Cassaday & Co Wealth Management LLC$4001
425Virtu Financial LLC$3491
426GSA CAPITAL PARTNERS LLP$2381
427NATURAL INVESTMENTS, LLC$2211
428Centerpoint Advisors, LLC$251
429Capital Advisors, Ltd. LLC$221
430Smithfield Trust Co$111
431Raleigh Capital Management Inc.$81
432PRINCIPAL SECURITIES, INC.$01
433TRUIST FINANCIAL CORP$01
434VANGUARD GROUP INC$01
435BAILARD, INC.$01
436HARBOUR INVESTMENTS, INC.$01
437JOHNSON INVESTMENT COUNSEL INC$01
438COMERICA BANK$01
439VIRGINIA RETIREMENT SYSTEMS ET Al$01
440ING GROEP NV$01
441MARINER INVESTMENT GROUP LLC$01
442CASTLEARK MANAGEMENT LLC$01
443TRUST CO OF VERMONT$01
444Hilltop Holdings Inc.$01
445CIBC Private Wealth Group LLC$01
446NORGES BANK$01
447WBI INVESTMENTS, LLC$01
448Horizon Investment Services, LLC$01
449TWO SIGMA ADVISERS, LP$01
450SIMPLEX TRADING, LLC$01
451Robert B. Daugherty Foundation$01
452MIRABELLA FINANCIAL SERVICES LLP$01
453Capula Management Ltd$01
454King Wealth Management Group$01
455Segment Wealth Management, LLC$01
456Battery Global Advisors, LLC$01
457Allen Capital Group, LLC$01
458Trexquant Investment LP$01
459McIlrath & Eck, LLC$01
460Crewe Advisors LLC$01
461Ceredex Value Advisors LLC$01
462CreativeOne Wealth, LLC$01
463Global Retirement Partners, LLC$01
464Farringdon Capital, Ltd.$01
465Kingsview Wealth Management, LLC$01
466CERTUITY, LLC$01
467Kestra Advisory Services, LLC$01
468NewEdge Wealth, LLC$01
469Caerus Investment Advisors, LLC$01
470AlphaQuest LLC$01
471PharVision Advisers, LLC$01
472Forum Financial Management, LP$01
473SageView Advisory Group, LLC$01
474TRANSATLANTIQUE PRIVATE WEALTH LLC$01
475Kingdom Financial Group LLC.$01
476Redwood Wealth Management Group, LLC$01
477Impact Partnership Wealth, LLC$01
478Envestnet Portfolio Solutions, Inc.$01
479NDVR, Inc.$01
480Scientech Research LLC$01
481Diversify Advisory Services, LLC$01
482Massar Capital Management, LP$01
483CAXTON ASSOCIATES LLP$01
484OPTIMA CAPITAL LLC$01
Truncated by Public Filings. The published aggregate ranks the top 484 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)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ 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 VMI

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for VMI · financials and macro

Financials — as filed PLANNED

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