Public record / Tickers / VRT

VRT — Vertiv Holdings Co

Both disclosure regimes on one name: who in Congress filed about VRT, 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
24
all PTR rows naming VRT
Members · 12m
3
5 buys · 3 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
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

Alan Armstrong · $1.0K–$15.0K

Purchase · traded 2026-03-27 → filed 2026-07-21. Ranked over every VRT row by the provable lower bound, never a point estimate.

3 members · 5 buys / 3 sells

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

6 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

16 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. 16 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING VRT · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning VRT
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 01-30 +14d$1K–$15K
2026-01-12Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 2025-12-24 +19d$1K–$15K
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 11-18 +27d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$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 24 ↗

Members active in VRT

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing VRT 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-314−$12.0K to $44.0K2
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2

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

Congress ↔ notable managers · VRT

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

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
0

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

Notable managers · quarter ended 2026-03-31

Adding
1 Coatue Management $246M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · VERTIV HOLDINGS CO

Merged timeline of congressional filings and notable-manager moves on VRT
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Coatue Management 13Fadd+152,686 sh
2026-05-15Bridgewater Associates 13Ftrim−833 sh
2026-05-15Gotham Asset Management 13Ftrim−6,592 sh
2026-05-15Fundsmith 13Ftrim−319,690 sh
2026-05-15Moore Capital Management 13Fexit−30,452 sh
2026-05-14Caxton Associates 13Ftrim−176 sh

7 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 VRT for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$9.3B1
2VANGUARD CAPITAL MANAGEMENT LLC$6.2B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$4.5B1
4STATE STREET CORP$4.0B1
5BANK OF AMERICA CORP /DE/$2.1B1
6MORGAN STANLEY$1.7B1
7Invesco Ltd.$1.6B1
8UBS Group AG$1.4B1
9FMR LLC$1.4B1
10NORTHERN TRUST CORP$899M1
11AMERICAN CENTURY COMPANIES INC$834M1
12WELLINGTON MANAGEMENT GROUP LLP$833M1
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC$741M1
14ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$679M1
15Nuveen, LLC$671M1
16Clearbridge Investments, LLC$655M1
17AQR CAPITAL MANAGEMENT LLC$655M1
18ALKEON CAPITAL MANAGEMENT LLC$627M1
19DIMENSIONAL FUND ADVISORS LP$606M1
20UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$571M1
21VANGUARD FIDUCIARY TRUST CO$553M1
22COOPERMAN LEON G$541M1
23Legal & General Group Plc$530M1
24WELLS FARGO & COMPANY/MN$524M1
25SCHRODER INVESTMENT MANAGEMENT GROUP$519M1
26Robeco Institutional Asset Management B.V.$516M1
27Value Aligned Research Advisors, LLC$486M1
28WESTFIELD CAPITAL MANAGEMENT CO LP$482M1
29RAYMOND JAMES FINANCIAL INC$477M1
30FEDERATED HERMES, INC.$444M1
31DEUTSCHE BANK AG\$398M1
32VOYA INVESTMENT MANAGEMENT LLC$390M1
33Polar Capital Holdings Plc$386M1
34Amundi$352M1
35FRANKLIN RESOURCES INC$325M1
36ROYAL BANK OF CANADA$304M1
37FULLER & THALER ASSET MANAGEMENT, INC.$298M1
38BAMCO INC /NY/$296M1
39Swiss National Bank$267M1
40Mirova US LLC$256M1
41Darsana Capital Partners LP$251M1
42COATUE MANAGEMENT LLC$246M1
43RENAISSANCE TECHNOLOGIES LLC$243M1
44Allspring Global Investments Holdings, LLC$241M1
45BARROW HANLEY MEWHINNEY & STRAUSS LLC$229M1
46HSBC HOLDINGS PLC$219M1
47Janus Henderson Group Ltd.$217M1
48CANADA PENSION PLAN INVESTMENT BOARD$216M1
49Mitsubishi UFJ Asset Management Co., Ltd.$212M1
50Vanguard Global Advisers, LLC$211M1
51ENVESTNET ASSET MANAGEMENT INC$206M1
52LPL Financial LLC$193M1
53ROYAL LONDON ASSET MANAGEMENT LTD$191M1
54Zurcher Kantonalbank (Zurich Cantonalbank)$181M1
55Robeco Schweiz AG$181M1
56MASSACHUSETTS FINANCIAL SERVICES CO /MA/$179M1
57CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$178M1
58US BANCORP \DE\$171M1
59Atika Capital Management LLC$167M1
60VANGUARD ASSET MANAGEMENT, Ltd$164M1
611832 Asset Management L.P.$163M1
62STIFEL FINANCIAL CORP$156M1
63Ensign Peak Advisors, Inc$148M1
64National Pension Service$145M1
65CORSAIR CAPITAL MANAGEMENT, L.P.$145M1
66CITIGROUP INC$143M1
67SEI INVESTMENTS CO$142M1
68FIRST MANHATTAN CO. LLC.$138M1
69LOCUST WOOD CAPITAL ADVISERS, LLC$135M1
70SUSQUEHANNA INTERNATIONAL GROUP, LLP$130M1
71Cannell & Spears LLC$129M1
72Swedbank AB$126M1
73BANK OF MONTREAL /CAN/$125M1
74Stephens Investment Management Group LLC$123M1
75Korea Investment CORP$122M1
76PANAGORA ASSET MANAGEMENT INC$120M1
77OP Asset Management Ltd$120M1
78DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$119M1
79Pictet Asset Management Holding SA$118M1
80Blue Whale Capital LLP$114M1
81Squarepoint Ops LLC$109M1
82PRINCIPAL FINANCIAL GROUP INC$108M1
83Bridgewater Associates, LP$108M1
84Chescapmanager LLC$106M1
85Holocene Advisors, LP$105M1
86Temasek Holdings (Private) Ltd$103M1
87NORDEA INVESTMENT MANAGEMENT AB$101M1
88Zuckerman Investment Group, LLC$101M1
89STATE OF MICHIGAN RETIREMENT SYSTEM$99.1M1
90CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$97.2M1
91CIBC Bancorp USA Inc.$96.7M1
92NOMURA ASSET MANAGEMENT CO LTD$93.9M1
93Hardman Johnston Global Advisors LLC$93.1M1
94Chicago Capital, LLC$92.5M1
95ALLIANCEBERNSTEIN L.P.$89.4M1
96STOREBRAND ASSET MANAGEMENT AS$89.0M1
97Styrax Capital, LP$87.7M1
98Connor, Clark & Lunn Investment Management Ltd.$86.0M1
99STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$84.0M1
100Universal- Beteiligungs- und Servicegesellschaft mbH$82.5M1
101Tidal Investments LLC$80.1M1
102AVIVA PLC$79.5M1
103BNP Paribas Asset Management Holding S.A.$78.8M1
104Rockefeller Capital Management L.P.$75.8M1
105EARNEST PARTNERS LLC$75.0M1
106Cetera Investment Advisers$74.1M1
107ADAGE CAPITAL PARTNERS GP, L.L.C.$73.3M1
108TOCQUEVILLE ASSET MANAGEMENT L.P.$73.0M1
109Assenagon Asset Management S.A.$72.6M1
110Aberdeen Group plc$71.6M1
111NEEDHAM INVESTMENT MANAGEMENT LLC$71.5M1
112FIRST TRUST ADVISORS LP$70.0M1
113Walleye Trading LLC$69.1M1
114TRUIST FINANCIAL CORP$68.1M1
115FOUNDATIONS INVESTMENT ADVISORS, LLC$66.7M1
116Highlander Partners, L.P.$66.0M1
117DANSKE BANK A/S$65.3M1
118Senator Investment Group LP$65.2M1
119Migdal Insurance & Financial Holdings Ltd.$63.9M1
120Mirae Asset Global Investments Co., Ltd.$63.7M1
121Allianz Asset Management GmbH$62.7M1
122COMMONWEALTH EQUITY SERVICES, LLC$61.7M1
123PRUDENTIAL FINANCIAL INC$61.2M1
124DnB Asset Management AS$59.8M1
125Marex Group Ltd$59.4M1
126CIBC WORLD MARKET INC.$57.8M1
127LBP AM SA$57.4M1
128APG Asset Management N.V.$56.5M1
129OSAIC HOLDINGS, INC.$56.5M1
130NATIONAL BANK OF CANADA /FI/$55.6M1
131STATE OF WISCONSIN INVESTMENT BOARD$55.1M1
132Arnhold LLC$55.0M1
133PFA Pension, Forsikringsaktieselskab$54.6M1
134Trexquant Investment LP$54.3M1
135MANUFACTURERS LIFE INSURANCE COMPANY, THE$53.6M1
136IEQ CAPITAL, LLC$53.2M1
137DigitalBridge Group, Inc.$51.8M1
138Empowered Funds, LLC$51.5M1
139CI INVESTMENTS INC.$51.1M1
140NEW YORK STATE COMMON RETIREMENT FUND$50.1M1
141Mariner, LLC$49.6M1
142TEACHER RETIREMENT SYSTEM OF TEXAS$48.5M1
143Gotham Asset Management, LLC$48.3M1
144TD ASSET MANAGEMENT INC$48.1M1
145Stanley Capital Management, LLC$47.8M1
146Blackstone Inc.$47.6M1
147Chevy Chase Trust Holdings, LLC$47.3M1
148NISSAY ASSET MANAGEMENT CORP /JAPAN$47.1M1
149Baird Financial Group, Inc.$46.7M1
150MACKENZIE FINANCIAL CORP$45.8M1
151Vanguard Investments Australia, Ltd.$45.5M1
152Asset Management One Co., Ltd.$45.1M1
153Creative Planning$42.6M1
154Quantinno Capital Management LP$42.2M1
155Cerity Partners LLC$42.0M1
156UniSuper Management Pty Ltd$41.9M1
157ARS Investment Partners, LLC$41.5M1
158THAMES CAPITAL MANAGEMENT LLC$41.4M1
159Vontobel Holding Ltd.$41.4M1
160SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$40.3M1
161VOLORIDGE INVESTMENT MANAGEMENT, LLC$39.4M1
162KLP KAPITALFORVALTNING AS$37.3M1
163D. E. Shaw & Co., Inc.$36.9M1
164Vinva Investment Management Ltd$35.0M1
165Union Bancaire Privee, UBP SA$34.4M1
166Tredje AP-fonden$34.3M1
167SEB Asset Management AB$32.9M1
168Annex Advisory Services, LLC$32.2M1
169HighTower Advisors, LLC$32.0M1
170State of New Jersey Common Pension Fund D$31.4M1
171WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$31.3M1
172BLAIR WILLIAM & CO/IL$31.3M1
173Sumitomo Mitsui DS Asset Management Company, Ltd$31.0M1
174Candriam S.C.A.$30.9M1
175NewEdge Advisors, LLC$29.9M1
176Talos Eurisko Asset Management LP$29.9M1
177ZACKS INVESTMENT MANAGEMENT$29.6M1
178Steward Partners Investment Advisory, LLC$29.3M1
179Dana Investment Advisors, Inc.$29.2M1
180THORNBURG INVESTMENT MANAGEMENT INC$28.8M1
181Lansforsakringar Fondforvaltning AB (publ)$28.8M1
182CASTLEARK MANAGEMENT LLC$28.2M1
183Focus Partners Wealth$28.1M1
184Henshaw Capital LLC$27.9M1
185TORONTO DOMINION BANK$27.8M1
186Resona Asset Management Co.,Ltd.$27.7M1
187Pennant Investors, LP$27.3M1
188CITADEL ADVISORS LLC$26.6M1
189FIFTH THIRD BANCORP$26.5M1
190Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.$26.4M1
191Czech National Bank$26.1M1
192XPONANCE LLC$26.1M1
193PRUDENTIAL PLC$25.6M1
194Daiwa Securities Group Inc.$25.3M1
195Ma Investment Partnership, LP$25.1M1
196Richard C. Young & CO., LTD.$25.1M1
197Arizona State Retirement System$24.7M1
198EFG International AG$24.3M1
199TD Waterhouse Canada Inc.$24.3M1
200CREDIT AGRICOLE S A$24.1M1
201CWM, LLC$24.0M1
202Private Advisor Group, LLC$23.9M1
203EVENTIDE ASSET MANAGEMENT, LLC$23.8M1
204KING LUTHER CAPITAL MANAGEMENT CORP$23.4M1
205Munro Partners$23.3M1
206QRG CAPITAL MANAGEMENT, INC.$23.2M1
207BANK OF NOVA SCOTIA$23.1M1
208CIBC Asset Management Inc$23.0M1
209Fundsmith LLP$22.9M1
210COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$22.3M1
211FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$22.3M1
212Cornerstone Capital, Inc.$21.6M1
213Verition Fund Management LLC$21.5M1
214KCM INVESTMENT ADVISORS LLC$21.3M1
215NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$21.2M1
216MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$21.1M1
217CLEARFIELD CAPITAL MANAGEMENT LP$20.9M1
218SAPIENT CAPITAL LLC$20.9M1
219MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$20.7M1
220Badgley Phelps Wealth Managers, LLC$20.5M1
221Retirement Systems of Alabama$20.4M1
222Zweig-DiMenna Associates LLC$19.9M1
223Private Advisory Group LLC$19.6M1
224SMITHBRIDGE ASSET MANAGEMENT INC/DE$19.5M1
225BECK CAPITAL MANAGEMENT, LLC$19.5M1
226Traynor Capital Management, Inc.$19.4M1
227Silvant Capital Management LLC$19.3M1
228HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$19.1M1
229First Growth Capital LLC$19.0M1
230SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$18.9M1
231MERCER GLOBAL ADVISORS INC /ADV$18.8M1
232USS Investment Management Ltd$18.3M1
233Varma Mutual Pension Insurance Co$18.3M1
234Swiss Life Asset Management Ltd$18.2M1
235IFM Investors Pty Ltd$18.0M1
236Kera Capital Partners, Inc.$17.6M1
237MML INVESTORS SERVICES, LLC$17.6M1
238Aware Super Pty Ltd as trustee of Aware Super$17.5M1
239Oak Grove Capital LLC$17.4M1
240Ceredex Value Advisors LLC$17.4M1
241MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$16.9M1
242OPPENHEIMER & CO INC$16.8M1
243Man Group plc$16.7M1
244Kestra Advisory Services, LLC$16.6M1
245SIERRA SUMMIT ADVISORS LLC$16.5M1
246Venture Visionary Partners LLC$16.5M1
247Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$16.4M1
248Crystal Rock Capital Management$16.3M1
249Alberta Investment Management Corp$16.0M1
250PUBLIC SECTOR PENSION INVESTMENT BOARD$16.0M1
251Clark Capital Management Group, Inc.$16.0M1
252Wealthfront Advisers LLC$15.9M1
253OLD NATIONAL BANCORP /IN/$15.9M1
254Bank Julius Baer & Co. Ltd, Zurich$15.8M1
255Woodline Partners LP$15.7M1
256NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$15.7M1
257NOMURA HOLDINGS INC$15.7M1
258Sanctuary Advisors, LLC$15.6M1
259Utah Retirement Systems$15.5M1
260TEMA ETFS LLC$15.2M1
261NEW YORK LIFE INVESTMENT MANAGEMENT LLC$15.0M1
262DNCA FINANCE$14.7M1
263Nordwand Advisors, LLC$14.3M1
264Advocacy Wealth Management, LLC$14.2M1
265ProShare Advisors LLC$14.1M1
266NEOS Investment Management LLC$14.0M1
267MACQUARIE GROUP LTD$13.9M1
268BOOTHBAY FUND MANAGEMENT, LLC$13.7M1
269Pathstone Holdings, LLC$13.5M1
270Inspire Investing, LLC$13.5M1
271OMERS ADMINISTRATION Corp$13.4M1
272Avanza Fonder AB$13.3M1
273INTECH INVESTMENT MANAGEMENT LLC$13.1M1
274TWO SIGMA INVESTMENTS, LP$13.1M1
275Rakuten Investment Management, Inc.$13.1M1
276OFI INVEST ASSET MANAGEMENT$12.9M1
277Federation des caisses Desjardins du Quebec$12.8M1
278NATIXIS$12.7M1
279JANE STREET GROUP, LLC$12.6M1
280BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$12.5M1
281M37 Management LP$12.5M1
282MAI Capital Management$12.3M1
283Knollwood Investment Advisory, LLC$12.3M1
284Corient Private Wealth LLC$12.3M1
285PINNACLE ASSOCIATES LTD$12.2M1
286Baker Avenue Asset Management, LP$12.1M1
287STEPHENS INC /AR/$12.0M1
288CVFG LLC$11.9M1
289Carroll Investors, Inc$11.8M1
290OAK RIDGE INVESTMENTS LLC$11.7M1
291Allworth Financial LP$11.7M1
292Edgemoor Investment Advisors, Inc.$11.6M1
293JACKSON SQUARE CAPITAL, LLC$11.5M1
294FRONTIER CAPITAL MANAGEMENT CO LLC$11.4M1
295SCOTIA CAPITAL INC.$11.3M1
296COMMERCE BANK$11.3M1
297ABN AMRO INVESTMENT SOLUTIONS$11.2M1
298Virtus Wealth Solutions LLC$11.2M1
299&PARTNERS$11.0M1
300OREGON PUBLIC EMPLOYEES RETIREMENT FUND$11.0M1
301Vanguard Personalized Indexing Management, LLC$11.0M1
302Eagle Bluffs Wealth Management LLC$10.9M1
303OneDigital Investment Advisors LLC$10.9M1
304GREAT VALLEY ADVISOR GROUP, INC.$10.6M1
305Game Creek Capital, LP$10.5M1
306Bulltick Wealth Management, LLC$10.5M1
307Waverly Advisors, LLC$10.3M1
308M&G Plc$10.2M1
309WCG Wealth Advisors LLC$10.1M1
310M&T BANK CORP$10.0M1
311Aragon Global Management, LP$10.0M1
312Eurizon Capital SGR S.p.A.$9.7M1
313Vident Advisory, LLC$9.6M1
314CMH Wealth Management LLC$9.4M1
315Concurrent Investment Advisors, LLC$9.3M1
316LGT Fund Management Co Ltd.$9.2M1
317Dai-ichi Life Insurance Company, Ltd$9.2M1
318O'SHAUGHNESSY ASSET MANAGEMENT, LLC$9.2M1
319HUB Investment Partners, LLC$9.1M1
320Southeast Asset Advisors, LLC$9.1M1
321Kessler Investment Group, LLC$9.1M1
322SIR Capital Management, L.P.$9.0M1
323FIL Ltd$8.9M1
324Ellsworth Advisors, LLC$8.8M1
325Dakota Wealth Management$8.6M1
326Perigon Wealth Management, LLC$8.6M1
327ALERUS FINANCIAL NA$8.5M1
328FULTON BREAKEFIELD BROENNIMAN LLC$8.5M1
329OPPENHEIMER ASSET MANAGEMENT INC.$8.4M1
330AZZAD ASSET MANAGEMENT INC /ADV$8.3M1
331KMG FIDUCIARY PARTNERS, LLC$8.3M1
332Mawer Investment Management Ltd.$8.2M1
333Snowden Capital Advisors LLC$8.2M1
334BRANT POINT INVESTMENT MANAGEMENT LLC$8.1M1
335Strategic Global Advisors, LLC$7.8M1
336FFG Partners, LLC$7.8M1
337Summit Financial, LLC$7.8M1
338Faithward Advisors, LLC$7.8M1
339NLB Skladi, upravljanje premozenja, d.o.o.$7.7M1
340Walleye Capital LLC$7.7M1
341Itau Unibanco Holding S.A.$7.7M1
342Brevan Howard Capital Management LP$7.6M1
343NWAM LLC$7.4M1
344Beacon Harbor Wealth Advisors, Inc.$7.4M1
345CastleKnight Management LP$7.4M1
346Trilogy Capital Inc.$7.3M1
347Atlantic Union Bankshares Corp$7.2M1
348Old West Investment Management, LLC$7.2M1
349KIECKHEFER GROUP LLC$7.2M1
350Trifecta Capital Advisors, LLC$7.2M1
351Generate Investment Management Ltd$7.2M1
352Geneva Partners, LLC$7.1M1
353Boothe Investment Group, Inc.$7.0M1
354Stonebridge Financial Group, LLC$7.0M1
355Investment Management Corp of Ontario$7.0M1
356Davidson Capital Management Inc.$6.9M1
357Mezzasalma Advisors, LLC$6.8M1
358Sigma Planning Corp$6.8M1
359Electron Capital Partners, LLC$6.8M1
360M & L Capital Management Ltd$6.7M1
361Groupe la Francaise$6.6M1
362Prosperitas Financial LLC$6.6M1
363Apollon Wealth Management, LLC$6.6M1
364Equitable Holdings, Inc.$6.5M1
365Ashton Thomas Private Wealth, LLC$6.5M1
366GUARDIAN CAPITAL LP$6.3M1
367Rafferty Asset Management, LLC$6.2M1
368Sargent Investment Group, LLC$6.2M1
369ASR Vermogensbeheer N.V.$6.2M1
370DEEPWATER ASSET MANAGEMENT, LLC$6.2M1
371New Age Alpha Advisors, LLC$6.2M1
372Emerald Investment Advisers, LLC$6.2M1
373BROWN, LISLE/CUMMINGS, INC.$6.1M1
374SCOPUS ASSET MANAGEMENT, L.P.$6.1M1
375WESTBOURNE INVESTMENTS, INC.$6.1M1
376Genus Capital Management Inc.$6.1M1
377Parallax Volatility Advisers, L.P.$6.1M1
378Advisors Asset Management, Inc.$6.1M1
379Cherry Creek Investment Advisors, Inc.$6.0M1
380SCALAR GAUGE MANAGEMENT, LLC$6.0M1
381Capital Planning Advisors, LLC$6.0M1
382LGT Group Foundation$6.0M1
383NIA IMPACT ADVISORS, LLC$6.0M1
384Royal Fund Management, LLC$5.9M1
385Hennion & Walsh Asset Management, Inc.$5.9M1
386VMS Asset Management Limited$5.9M1
387Merit Financial Group, LLC$5.8M1
388MIZUHO SECURITIES USA LLC$5.8M1
389Merrion Investment Management Co, LLC$5.6M1
390Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$5.6M1
391Polymer Capital Management (US) LLC$5.6M1
392WESTPAC BANKING CORP$5.6M1
393Osmosis Investment Management UK Ltd$5.4M1
394OCCUDO QUANTITATIVE STRATEGIES LP$5.4M1
395Sequoia Financial Advisors, LLC$5.3M1
396Meiji Yasuda Asset Management Co Ltd.$5.3M1
397MGO ONE SEVEN LLC$5.3M1
398Balboa Wealth Partners$5.3M1
399U.S. Capital Wealth Advisors, LLC$5.2M1
400Rockline Wealth Management, LLC$5.2M1
401PATTON FUND MANAGEMENT, INC.$5.2M1
402Focus Financial Network, Inc.$5.1M1
403Left Brain Wealth Management, LLC$5.1M1
404IMC-Chicago, LLC$5.0M1
405Bensler, LLC$5.0M1
406Legacy Bridge, LLC$5.0M1
407Leeward Financial Partners, LLC$5.0M1
408Smith Salley Wealth Management$5.0M1
409Susquehanna Portfolio Strategies, LLC$4.9M1
410Sage Capital Advisors,llc$4.9M1
411GILDER GAGNON HOWE & CO LLC$4.8M1
412SELDON CAPITAL LP$4.8M1
413Illinois Municipal Retirement Fund$4.8M1
414PDT Partners, LLC$4.8M1
415Diversified Trust Co$4.8M1
416Maryland State Retirement & Pension System$4.8M1
417SteelPeak Wealth, LLC$4.8M1
418FARALLON CAPITAL MANAGEMENT, L.L.C.$4.8M1
419Prospera Financial Services Inc$4.7M1
420Jackson Hole Capital Partners, LLC$4.7M1
421Mission Creek Capital Partners, Inc.$4.6M1
422INDEPENDENT FINANCIAL GROUP, LLC$4.6M1
423Wealthcare Advisory Partners LLC$4.5M1
424NTV ASSET MANAGEMENT LLC$4.5M1
425Wakefield Asset Management LLLP$4.5M1
426MILLENNIUM MANAGEMENT LLC$4.5M1
427Elm Partners Management LLC$4.5M1
428Elo Mutual Pension Insurance Co$4.5M1
429Bouvel Investment Partners, LLC$4.4M1
430Carnegie Investment Counsel$4.4M1
431Mutual Advisors, LLC$4.4M1
432Oak Harvest Investment Services$4.3M1
433BLUE JEAN FINANCIAL LLC$4.2M1
434PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$4.2M1
435Focus Partners Advisor Solutions, LLC$4.2M1
436Pallas Capital Advisors LLC$4.2M1
437Krilogy Financial LLC$4.2M1
438Castle Rock Wealth Management, LLC$4.1M1
439Lighthouse Financial LLC$4.1M1
440Coastal Bridge Advisors, LLC$4.0M1
441Lombard Odier Asset Management (Europe) Ltd$4.0M1
442PARSONS CAPITAL MANAGEMENT INC/RI$4.0M1
443MEITAV INVESTMENT HOUSE LTD$4.0M1
444MUFG Securities EMEA plc$3.9M1
445Gemmer Asset Management LLC$3.9M1
446Schear Investment Advisers, LLC$3.9M1
447Kovack Advisors, Inc.$3.9M1
448FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$3.8M1
449Norinchukin Bank, The$3.8M1
450PFG Investments, LLC$3.8M1
451UNITED CAPITAL FINANCIAL ADVISORS, LLC$3.8M1
452Atria Investments, Inc$3.8M1
453Laird Norton Wetherby Trust Company, LLC$3.8M1
454Benchmark Investment Advisors LLC$3.7M1
455LAZARD ASSET MANAGEMENT LLC$3.7M1
456Hollow Brook Wealth Management LLC$3.7M1
457HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$3.7M1
458Lombard Odier Asset Management (Switzerland) SA$3.7M1
459National Philanthropic Trust$3.6M1
460MIRABELLA FINANCIAL SERVICES LLP$3.6M1
461Orion Porfolio Solutions, LLC$3.6M1
462KESTRA PRIVATE WEALTH SERVICES, LLC$3.6M1
463TOKIO MARINE ASSET MANAGEMENT CO LTD$3.5M1
464J.W. COLE ADVISORS, INC.$3.5M1
465SHAKER INVESTMENTS LLC/OH$3.5M1
466BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$3.5M1
467Harbour Capital Advisors, LLC$3.5M1
468Wealth Management Partners, LLC$3.5M1
469Nicholas Investment Partners, LP$3.5M1
470Werlinich Asset Management, LLC$3.5M1
471WORLDQUANT MILLENNIUM ADVISORS LLC$3.5M1
472CHOREO, LLC$3.4M1
473Sone Capital Management, LLC$3.4M1
474Cornerstone Select Advisors, LLC$3.4M1
475Callan Family Office, LLC$3.4M1
476Finivi Inc.$3.4M1
477Saudi Central Bank$3.4M1
478Generali Asset Management SPA SGR$3.3M1
479Spartan Wealth Advisory Services LLC$3.3M1
480Koshinski Asset Management, Inc.$3.3M1
481Y.D. More Investments Ltd$3.3M1
482FIDELIS CAPITAL PARTNERS, LLC$3.3M1
483Lido Advisors, LLC$3.3M1
484Banque Cantonale Vaudoise$3.3M1
485NOVARE CAPITAL MANAGEMENT LLC$3.2M1
486Global Trust Asset Management, LLC$3.2M1
487Goldstream Capital Management Ltd$3.2M1
488VEGA INVESTMENT SOLUTIONS$3.2M1
489INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$3.2M1
490Terra Nova Asset Management LLC$3.2M1
491Titan Investment Management LLC$3.2M1
492Beacon Pointe Advisors, LLC$3.2M1
493Franchise GP Ltd$3.2M1
494MCCARTER PRIVATE WEALTH SERVICES LLC$3.1M1
495Crossmark Global Holdings, Inc.$3.1M1
496Krane Funds Advisors LLC$3.1M1
497Redhawk Wealth Advisors, Inc.$3.1M1
498NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$3.1M1
499SHELTON CAPITAL MANAGEMENT$3.0M1
500HB Wealth Management, LLC$3.0M1
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 / 3 sell
Congress net ($ bound)−$40.0K to $72.0K
Filers net (actions)not in build
Filers net ($ 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 VRT

RETAINED WINDOW · ACTIVE HITS
Signal hits naming VRT
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

Every rule, with its definition →

Planned modules for VRT · financials and macro

Financials — as filed PLANNED

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