Public record / Tickers / VTRS

VTRS — Viatris Inc

Both disclosure regimes on one name: who in Congress filed about VTRS, 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
22
all PTR rows naming VTRS
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
12-15
filed 2025-12-15
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

Gilbert Ray Cisneros, Jr. · $1.0K–$15.0K

Purchase · traded 2025-11-18 → filed 2025-12-15. Ranked over every VTRS row by the provable lower bound, never a point estimate.

1 member · 1 buys / 0 sells

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

2 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

4 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. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING VTRS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning VTRS
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 11-18 +27d$1K–$15K
2025-05-08Robert P. Bresnahan, Jr. R–PA-8SaleTraded 04-08 +30d$1K–$15K
2025-04-07Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 03-31 +7d$1K–$15K
2025-03-27Robert P. Bresnahan, Jr. R–PA-8PurchaseTraded 02-25 +30d$1K–$15K
2023-05-19Daniel S. Goldman D–NY-10Sale · partial (partial sale)Traded 04-10 +39d$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 22 ↗

Members active in VTRS

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing VTRS 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-311$1.0K to $15.0K2

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

Congress ↔ notable managers · VTRS

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

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

Merged timeline of congressional filings and notable-manager moves on VTRS
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+955,242 sh
2026-05-15Miller Value Partners 13Fadd+112,676 sh
2026-05-15Glenview Capital 13Ftrim−2,000,000 sh
2026-05-15Bridgewater Associates 13Ftrim−698,933 sh
2026-05-14Caxton Associates 13Ftrim−51,320 sh

5 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 VTRS for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.1B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.0B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$728M1
4STATE STREET CORP$706M1
5DIMENSIONAL FUND ADVISORS LP$518M1
6Rubric Capital Management LP$453M1
7GEODE CAPITAL MANAGEMENT, LLC$430M1
8Invesco Ltd.$297M1
9DEERFIELD MANAGEMENT COMPANY, L.P.$273M1
10AMERIPRISE FINANCIAL INC$270M1
11FMR LLC$224M1
12MORGAN STANLEY$217M1
13Bank of New York Mellon Corp$191M1
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC$185M1
15NORTHERN TRUST CORP$141M1
16Qube Research & Technologies Ltd$131M1
17GLENVIEW CAPITAL MANAGEMENT, LLC$123M1
18ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$115M1
19Callodine Capital Management, LP$110M1
20BANK OF AMERICA CORP /DE/$98.1M1
21DEUTSCHE BANK AG\$88.0M1
22VANGUARD FIDUCIARY TRUST CO$87.6M1
23AQR CAPITAL MANAGEMENT LLC$84.2M1
24JUPITER ASSET MANAGEMENT LTD$77.9M1
25FRANKLIN RESOURCES INC$75.2M1
26Nuveen, LLC$72.2M1
27AMERICAN CENTURY COMPANIES INC$62.5M1
28Gotham Asset Management, LLC$60.8M1
29Man Group plc$55.3M1
30CITADEL ADVISORS LLC$53.9M1
31CITIGROUP INC$53.6M1
32UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$53.6M1
33D. E. Shaw & Co., Inc.$52.5M1
34Legal & General Group Plc$51.9M1
35SEI INVESTMENTS CO$50.3M1
36LAKEWOOD CAPITAL MANAGEMENT, LP$49.6M1
37Amundi$46.0M1
38UBS Group AG$44.0M1
39Invenomic Capital Management LP$43.6M1
40BARCLAYS PLC$42.5M1
41ROYAL BANK OF CANADA$39.3M1
42FIL Ltd$39.0M1
43MILLENNIUM MANAGEMENT LLC$37.4M1
44Vanguard Global Advisers, LLC$36.4M1
45Pictet Asset Management Holding SA$34.4M1
46CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$33.1M1
47VICTORY CAPITAL MANAGEMENT INC$32.3M1
48ENVESTNET ASSET MANAGEMENT INC$31.2M1
49Swiss National Bank$30.8M1
50Squarepoint Ops LLC$30.7M1
51JANE STREET GROUP, LLC$29.6M1
52ARGENT CAPITAL MANAGEMENT LLC$29.2M1
53MANUFACTURERS LIFE INSURANCE COMPANY, THE$26.5M1
54WEDGE CAPITAL MANAGEMENT L L P/NC$26.3M1
55RHUMBLINE ADVISERS$26.2M1
56Robeco Institutional Asset Management B.V.$25.8M1
57CAPITOLIS LIQUID GLOBAL MARKETS LLC$25.7M1
58RAYMOND JAMES FINANCIAL INC$25.1M1
59DME Capital Management, LP$24.6M1
60Point72 Asset Management, L.P.$24.0M1
61HSBC HOLDINGS PLC$23.1M1
62Bastion Asset Management Inc.$21.0M1
63STATE OF WISCONSIN INVESTMENT BOARD$20.7M1
64Arnhold LLC$20.3M1
65Mitsubishi UFJ Asset Management Co., Ltd.$18.5M1
66ARCADIA INVESTMENT MANAGEMENT CORP/MI$18.0M1
67PRINCIPAL FINANCIAL GROUP INC$17.7M1
68NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$17.6M1
69MANNING & NAPIER ADVISORS LLC$17.3M1
70Monaco Asset Management SAM$17.0M1
71BANK OF MONTREAL /CAN/$16.9M1
72Woodline Partners LP$15.8M1
73Quantinno Capital Management LP$15.7M1
74WELLS FARGO & COMPANY/MN$15.7M1
75ALLIANCEBERNSTEIN L.P.$15.3M1
76BNP Paribas Asset Management Holding S.A.$15.0M1
77THOMPSON INVESTMENT MANAGEMENT, INC.$14.9M1
78VANGUARD ASSET MANAGEMENT, Ltd$14.1M1
79LEVIN CAPITAL STRATEGIES, L.P.$14.0M1
80STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$13.6M1
81BANK OF NOVA SCOTIA$13.4M1
82Advisors Asset Management, Inc.$13.3M1
83QSM Asset Management Ltd$13.3M1
84STIFEL FINANCIAL CORP$12.5M1
85CONTINENTAL ADVISORS LLC$12.0M1
86Trexquant Investment LP$11.9M1
87HIGHLAND PEAK CAPITAL, LLC$11.9M1
88ADAGE CAPITAL PARTNERS GP, L.L.C.$11.3M1
89EDMOND DE ROTHSCHILD HOLDING S.A.$10.9M1
90Illinois Municipal Retirement Fund$10.7M1
91Assenagon Asset Management S.A.$10.6M1
92Creative Planning$10.4M1
93NATIONAL BANK OF CANADA /FI/$10.2M1
94MILLER VALUE PARTNERS, LLC$9.9M1
95STOREBRAND ASSET MANAGEMENT AS$9.8M1
96Bridgewater Associates, LP$9.8M1
97GUGGENHEIM CAPITAL LLC$9.2M1
98Poehling Capital Management, INC.$9.1M1
99Cambria Investment Management, L.P.$9.1M1
100GROUP ONE TRADING LLC$8.8M1
101Universal- Beteiligungs- und Servicegesellschaft mbH$8.8M1
102Zurcher Kantonalbank (Zurich Cantonalbank)$8.5M1
103Lorne Steinberg Wealth Management Inc.$8.4M1
104Tejara Capital Ltd$8.2M1
105PRUDENTIAL FINANCIAL INC$8.1M1
106TWINBEECH CAPITAL LP$7.8M1
107LPL Financial LLC$7.8M1
108Chevy Chase Trust Holdings, LLC$7.7M1
109Corient Private Wealth LLC$7.5M1
110NEW YORK STATE COMMON RETIREMENT FUND$7.5M1
111Allianz Asset Management GmbH$7.4M1
112Bell Bank$7.2M1
113MACKENZIE FINANCIAL CORP$7.2M1
114Janus Henderson Group Ltd.$7.1M1
115Y-Intercept (Hong Kong) Ltd$7.1M1
116VOYA INVESTMENT MANAGEMENT LLC$7.0M1
117APG Asset Management N.V.$6.7M1
118VOLORIDGE INVESTMENT MANAGEMENT, LLC$6.7M1
119CastleKnight Management LP$6.4M1
120CANADA PENSION PLAN INVESTMENT BOARD$6.4M1
121CAXTON ASSOCIATES LLP$6.3M1
122Cutler Capital Management, LLC$6.2M1
123Mitsubishi UFJ Trust & Banking Corp$6.2M1
124MOODY ALDRICH PARTNERS LLC$6.1M1
125Brevan Howard Capital Management LP$5.9M1
126SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.9M1
127FIFTH THIRD BANCORP$5.7M1
128State of New Jersey Common Pension Fund D$5.3M1
129MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$5.3M1
130Cetera Investment Advisers$5.2M1
131Counterpoint Mutual Funds LLC$5.1M1
132TD ASSET MANAGEMENT INC$5.0M1
133PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$4.9M1
134WORLDQUANT MILLENNIUM ADVISORS LLC$4.8M1
135Vident Advisory, LLC$4.7M1
136CIBC Bancorp USA Inc.$4.7M1
137TOCQUEVILLE ASSET MANAGEMENT L.P.$4.7M1
138TORONTO DOMINION BANK$4.6M1
139KLP KAPITALFORVALTNING AS$4.6M1
140Edgestream Partners, L.P.$4.4M1
141Cardinal Point Capital Management ULC$4.4M1
142PUBLIC SECTOR PENSION INVESTMENT BOARD$4.4M1
143WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.3M1
144Arizona State Retirement System$4.3M1
145Tidal Investments LLC$4.3M1
146WS MANAGEMENT LLLP$4.3M1
147Czech National Bank$4.2M1
148Howard Capital Management, LLC$4.2M1
149Cerity Partners LLC$4.1M1
150Royal Palms Capital LLC$4.1M1
151STATE OF MICHIGAN RETIREMENT SYSTEM$4.1M1
152Vanguard Investments Australia, Ltd.$3.9M1
153Mirae Asset Global Investments Co., Ltd.$3.8M1
154ING GROEP NV$3.8M1
155Voleon Capital Management LP$3.8M1
156BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$3.8M1
157Vanguard Personalized Indexing Management, LLC$3.8M1
158Quantbot Technologies LP$3.8M1
159FIRST CITIZENS BANK & TRUST CO$3.7M1
160Headlands Technologies LLC$3.6M1
161MetLife Investment Management, LLC$3.6M1
162COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.6M1
163Sanctuary Advisors, LLC$3.6M1
164STANCE CAPITAL LLC$3.6M1
165Philip James Wealth Mangement, LLC$3.5M1
166CIBC Asset Management Inc$3.5M1
167LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$3.4M1
168Alexander Randolph Advisory, Inc.$3.4M1
169Retirement Systems of Alabama$3.3M1
170NISA INVESTMENT ADVISORS, LLC$3.3M1
171US BANCORP \DE\$3.3M1
172Factorial Partners, LLC$3.2M1
173Envestnet Portfolio Solutions, Inc.$3.2M1
174Wealthfront Advisers LLC$3.2M1
175Sterling Capital Management LLC$3.1M1
176HANCOCK WHITNEY CORP$3.1M1
177ProShare Advisors LLC$3.1M1
178SIG BROKERAGE, LP$3.1M1
179Lifeworks Advisors, LLC$3.0M1
180O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.0M1
181BOOTHBAY FUND MANAGEMENT, LLC$2.9M1
182SCHRODER INVESTMENT MANAGEMENT GROUP$2.9M1
183Magnetar Financial LLC$2.9M1
184Asset Management One Co., Ltd.$2.8M1
185NEOS Investment Management LLC$2.8M1
186Kendall Capital Management$2.8M1
187KEYBANK NATIONAL ASSOCIATION/OH$2.8M1
188FIRST TRUST ADVISORS LP$2.7M1
189TWO SIGMA INVESTMENTS, LP$2.7M1
190Mariner, LLC$2.7M1
191CWM, LLC$2.7M1
192Waterfront Wealth Inc.$2.6M1
193NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.6M1
194Utah Retirement Systems$2.5M1
195NewEdge Advisors, LLC$2.5M1
196&PARTNERS$2.4M1
197CM Management, LLC$2.4M1
198CLARK ESTATES INC/NY$2.3M1
199Engineers Gate Manager LP$2.3M1
200HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$2.1M1
201GREAT LAKES ADVISORS, LLC$2.1M1
202Aberdeen Group plc$2.1M1
203COMMERCE BANK$2.1M1
204Ally Financial Inc.$2.1M1
205COMMONWEALTH EQUITY SERVICES, LLC$2.0M1
206TEACHER RETIREMENT SYSTEM OF TEXAS$2.0M1
207MERCER GLOBAL ADVISORS INC /ADV$2.0M1
208Atria Investments, Inc$2.0M1
209AMG National Trust Bank$2.0M1
210XTX Topco Ltd$1.9M1
211Focus Partners Advisor Solutions, LLC$1.9M1
212CAPSTONE INVESTMENT ADVISORS, LLC$1.9M1
213Daiwa Securities Group Inc.$1.9M1
214UniSuper Management Pty Ltd$1.8M1
215Baird Financial Group, Inc.$1.8M1
216NATIXIS$1.8M1
217Focus Partners Wealth$1.8M1
218OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.8M1
219XPONANCE LLC$1.7M1
220CIBC WORLD MARKET INC.$1.7M1
221UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$1.7M1
222OSAIC HOLDINGS, INC.$1.7M1
223MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.7M1
224EFG International AG$1.6M1
225Disciplined Equity Management, Inc.$1.5M1
226YOUSIF CAPITAL MANAGEMENT, LLC$1.5M1
227Empowered Funds, LLC$1.5M1
228Rakuten Investment Management, Inc.$1.5M1
229HighTower Advisors, LLC$1.5M1
230Hillsdale Investment Management Inc.$1.5M1
231Atom Investors LP$1.4M1
232Live Oak Private Wealth LLC$1.4M1
233KORNITZER CAPITAL MANAGEMENT INC /KS$1.4M1
234RITHOLTZ WEALTH MANAGEMENT$1.4M1
235MFA WEALTH ADVISORS, LLC$1.4M1
236OneDigital Investment Advisors LLC$1.4M1
237PRELUDE CAPITAL MANAGEMENT, LLC$1.4M1
238Swiss Life Asset Management Ltd$1.4M1
239AMERICAN FINANCIAL GROUP INC$1.4M1
240Mork Capital Management, LLC$1.4M1
241Aquatic Capital Management LLC$1.3M1
242Rafferty Asset Management, LLC$1.3M1
243Sequoia Financial Advisors, LLC$1.3M1
244M&T BANK CORP$1.3M1
245Elo Mutual Pension Insurance Co$1.3M1
246Federation des caisses Desjardins du Quebec$1.3M1
247IMC-Chicago, LLC$1.3M1
248Schonfeld Strategic Advisors LLC$1.2M1
249Vinva Investment Management Ltd$1.2M1
250Machina Capital S.A.S.$1.2M1
251Kestra Advisory Services, LLC$1.2M1
252Ethic Inc.$1.2M1
253LECAP ASSET MANAGEMENT LTD$1.2M1
254OPPENHEIMER ASSET MANAGEMENT INC.$1.2M1
255Sumitomo Mitsui Trust Group, Inc.$1.1M1
256Point Nemo Capital, LLC$1.1M1
257Americana Partners, LLC$1.1M1
258IEQ CAPITAL, LLC$1.0M1
259Pathstone Holdings, LLC$1.0M1
260Convergence Investment Partners, LLC$1.0M1
261AlphaCore Capital LLC$998K1
262Athena Investment Management$975K1
263AXQ CAPITAL, LP$954K1
264QUADRANT CAPITAL GROUP LLC$950K1
265CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$944K1
266MIZUHO SECURITIES USA LLC$941K1
267Summit Trail Advisors, LLC$916K1
268Graham Capital Management, L.P.$910K1
269Norinchukin Bank, The$891K1
270Ensign Peak Advisors, Inc$887K1
271HARTFORD INVESTMENT MANAGEMENT CO$879K1
272Allspring Global Investments Holdings, LLC$871K1
273GATEWAY INVESTMENT ADVISERS LLC$863K1
274Old North State Wealth Management, LLC$862K1
275Merit Financial Group, LLC$855K1
276WINTON GROUP Ltd$853K1
277Maryland State Retirement & Pension System$839K1
278TRUIST FINANCIAL CORP$829K1
279HB Wealth Management, LLC$812K1
280Rockefeller Capital Management L.P.$808K1
281MOODY NATIONAL BANK TRUST DIVISION$797K1
282BURNEY CO/$786K1
283Caprock Group, LLC$778K1
284Diversified Trust Co$763K1
285BEACON INVESTMENT ADVISORY SERVICES, INC.$757K1
286FOX RUN MANAGEMENT, L.L.C.$748K1
287PERKINS CAPITAL MANAGEMENT INC$742K1
288Quinn Opportunity Partners LLC$733K1
289Savant Capital, LLC$718K1
290Systematic Alpha Investments, LLC$712K1
291MACQUARIE GROUP LTD$712K1
292Fairvoy Private Wealth, LLC$707K1
293Walleye Trading LLC$686K1
294OMERS ADMINISTRATION Corp$677K1
295Generali Investments CEE, investicni spolecnost, a.s.$676K1
296DnB Asset Management AS$660K1
297Walleye Capital LLC$653K1
298OCCUDO QUANTITATIVE STRATEGIES LP$649K1
299COLDSTREAM CAPITAL MANAGEMENT INC$645K1
300NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$643K1
301MUFG Securities EMEA plc$638K1
302Meeder Advisory Services, Inc.$631K1
303KENNEDY CAPITAL MANAGEMENT LLC$625K1
304Brooklyn Investment Group$601K1
305QRG CAPITAL MANAGEMENT, INC.$588K1
306Compound Planning, Inc.$583K1
307Vestmark Advisory Solutions, Inc.$574K1
308NOMURA ASSET MANAGEMENT CO LTD$571K1
309Jefferies Financial Group Inc.$566K1
310SUMMITRY LLC$564K1
311Private Advisor Group, LLC$561K1
312Verition Fund Management LLC$539K1
313Concurrent Investment Advisors, LLC$539K1
314Empirical Finance, LLC$532K1
315Abacus Planning Group, Inc.$530K1
316Alpha Omega Wealth Management LLC$530K1
317ELEVATION POINT WEALTH PARTNERS, LLC$528K1
318Uncommon Cents Investing LLC$523K1
319Leonteq Securities AG$517K1
320SIMPLEX TRADING, LLC$516K1
321Equitable Holdings, Inc.$516K1
322UNITED CAPITAL FINANCIAL ADVISORS, LLC$507K1
323AIGEN INVESTMENT MANAGEMENT, LP$505K1
324Crossmark Global Holdings, Inc.$503K1
325GREENLEAF TRUST$499K1
326NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$498K1
327OpenArc Corporate Advisory, LLC$492K1
328D.A. DAVIDSON & CO.$480K1
329Mengis Capital Management, Inc.$475K1
330Sumitomo Mitsui DS Asset Management Company, Ltd$461K1
331North Dakota State Investment Board$456K1
332MMA ASSET MANAGEMENT LLC$453K1
333CIDEL ASSET MANAGEMENT INC$451K1
334Polymer Capital Management (US) LLC$450K1
335Verdad Advisers, LP$439K1
336Independent Advisor Alliance$432K1
337Fieldview Capital Management, LLC$432K1
338Sowell Financial Services LLC$431K1
339MUFG SECURITIES AMERICAS INC.$431K1
340CHOREO, LLC$428K1
341MAI Capital Management$427K1
342BTG Pactual Asset Management US LLC$424K1
343SECURIAN ASSET MANAGEMENT, INC$422K1
344AIA Group Ltd$407K1
345Three Seasons Wealth, LLC$405K1
346PROFUND ADVISORS LLC$398K1
347Aaron Wealth Advisors LLC$394K1
348CITIZENS FINANCIAL GROUP INC/RI$393K1
349Quadrature Capital Ltd$387K1
350Vise Technologies, Inc.$382K1
351Krilogy Financial LLC$381K1
352State of Wyoming$380K1
353Carson Advisory Inc.$380K1
354Lido Advisors, LLC$377K1
355Lion Point Capital, LP$374K1
356Beacon Pointe Advisors, LLC$372K1
357E Fund Management Co., Ltd.$372K1
358Neo Ivy Capital Management$366K1
359Axiom Financial Strategies, LLC$366K1
360SCOTIA CAPITAL INC.$365K1
361RWA WEALTH PARTNERS, LLC$364K1
362Sagewood Asset Management LP$357K1
363Stratos Wealth Partners, LTD.$355K1
364Gator Capital Management, LLC$352K1
365IHT Wealth Management, LLC$349K1
366B. Riley Wealth Advisors, Inc.$348K1
367Marex Group Ltd$346K1
368DRW Securities, LLC$345K1
369World Investment Advisors$343K1
370Pekin Hardy Strauss, Inc.$341K1
371KESTRA PRIVATE WEALTH SERVICES, LLC$341K1
372FEDERATED HERMES, INC.$340K1
373Essex Financial Services, Inc.$340K1
374Carnegie Lake Advisors LLC$338K1
375Dakota Wealth Management$337K1
376ALBERT D MASON INC$330K1
377EXCHANGE TRADED CONCEPTS, LLC$328K1
378OPPENHEIMER & CO INC$326K1
379Procyon Advisors, LLC$324K1
380OXFORD ASSET MANAGEMENT LLP$323K1
381MSH Capital Advisors LLC$320K1
382Retireful, LLC$317K1
383PFG Investments, LLC$312K1
384Zhang Financial LLC$307K1
385Pinnacle Financial Partners, Inc.$307K1
386AlphaStar Capital Management, LLC$307K1
387CI INVESTMENTS INC.$303K1
388Allworth Financial LP$297K1
389FRONTIER CAPITAL MANAGEMENT CO LLC$296K1
390Metis Global Partners, LLC$296K1
391BERKSHIRE ASSET MANAGEMENT LLC/PA$295K1
392Paragon Capital Management Ltd$294K1
393Apollon Wealth Management, LLC$292K1
394Strategic Family Wealth Counselors, L.L.C.$289K1
395FIRST MANHATTAN CO. LLC.$286K1
396BEAM WEALTH ADVISORS, INC.$285K1
397TEMA ETFS LLC$285K1
398PATTON FUND MANAGEMENT, INC.$276K1
399MQS Management LLC$275K1
400MGO ONE SEVEN LLC$273K1
401Laird Norton Wetherby Trust Company, LLC$270K1
402Cinctive Capital Management LP$270K1
403Essex LLC$268K1
404GC Wealth Management RIA, LLC$266K1
405Frec Markets, Inc.$262K1
406111 Capital$260K1
407Impact Partnership Wealth, LLC$248K1
408Cohen Klingenstein LLC$248K1
409MML INVESTORS SERVICES, LLC$246K1
410JOHNSON INVESTMENT COUNSEL INC$245K1
411DoubleLine ETF Adviser LP$244K1
412J.W. COLE ADVISORS, INC.$242K1
413BALYASNY ASSET MANAGEMENT L.P.$242K1
414JOURNEY STRATEGIC WEALTH LLC$240K1
415R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC$236K1
416SBI Securities Co., Ltd.$235K1
417Perigon Wealth Management, LLC$230K1
418CREDIT AGRICOLE S A$229K1
419SALEM INVESTMENT COUNSELORS INC$226K1
420Appalachian Capital Management Ltd$225K1
421Waverly Advisors, LLC$223K1
422SAGESPRING WEALTH PARTNERS, LLC$222K1
423Round Hill Asset Management$221K1
424Chicago Partners Investment Group LLC$219K1
425UMB Bank, n.a.$218K1
426BLAIR WILLIAM & CO/IL$217K1
427QTR Family Wealth, LLC$217K1
428EP Wealth Advisors, LLC$214K1
429SIGNATUREFD, LLC$213K1
430CHILDRESS CAPITAL ADVISORS, LLC$213K1
431Bleakley Financial Group, LLC$212K1
432EVERGREEN CAPITAL MANAGEMENT LLC$211K1
433Meadowbrook Advisors Group, LLC$210K1
434Telos Capital Management, Inc.$208K1
435EVOLVE PRIVATE WEALTH, LLC$207K1
436Savvy Advisors, Inc.$205K1
437Wealthcare Advisory Partners LLC$203K1
438Cherokee Insurance Co$203K1
439SHRIER WEALTH MANAGEMENT, LLC$202K1
440Resona Asset Management Co.,Ltd.$202K1
441Mountain Hill Investment Partners Corp.$193K1
442Composition Wealth, LLC$192K1
443Forza Wealth Management, LLC$190K1
444Aspen Grove Capital, LLC$190K1
445Taylor Hoffman Capital Management LLC$189K1
446Smartleaf Asset Management LLC$189K1
447PINNACLE ASSOCIATES LTD$189K1
448Ballentine Partners, LLC$188K1
449STEPHENS INC /AR/$187K1
450Verdence Capital Advisors LLC$187K1
451Choate Investment Advisors$187K1
452Huntleigh Advisors, Inc.$187K1
453PERSONAL CFO SOLUTIONS, LLC$184K1
454Steward Partners Investment Advisory, LLC$184K1
455Trust Asset Management LLC$179K1
456ENTERPRISE FINANCIAL SERVICES CORP$179K1
457Lake Hills Wealth Management, LLC$178K1
458Syverson Strege & Co$176K1
459Francis Financial, Inc.$175K1
460BROWN ADVISORY INC$174K1
461Checchi Capital Advisers, LLC$174K1
462AE Wealth Management LLC$174K1
463Arax Advisory Partners$173K1
464CHICAGO TRUST Co NA$169K1
465REGIONS FINANCIAL CORP$168K1
466KEYNOTE FINANCIAL SERVICES LLC$168K1
467Principle Wealth Partners LLC$165K1
468Abel Hall, LLC$163K1
469Parkside Financial Bank & Trust$163K1
470Eurizon Capital SGR S.p.A.$162K1
471PANAGORA ASSET MANAGEMENT INC$161K1
472TCTC Holdings, LLC$161K1
473Turtle Creek Wealth Advisors, LLC$161K1
474Calamos Advisors LLC$159K1
475Calamos Wealth Management LLC$159K1
476Orion Porfolio Solutions, LLC$159K1
477EXENCIAL WEALTH ADVISORS, LLC$156K1
478HUB Investment Partners, LLC$149K1
479Mraz, Amerine & Associates, Inc.$149K1
480Dorsey & Whitney Trust CO LLC$148K1
481Deseret Mutual Benefit Administrators$147K1
482Vontobel Holding Ltd.$147K1
483EVOKE WEALTH, LLC$144K1
484AGH Wealth Advisors, LLC$144K1
485UHLMANN PRICE SECURITIES, LLC$144K1
486Tower Research Capital LLC (TRC)$144K1
487Kovack Advisors, Inc.$143K1
488Brendel Financial Advisors LLC$143K1
489Intelligence Driven Advisers, LLC$140K1
490Argentarii, LLC$139K1
491Ameritas Investment Partners, Inc.$139K1
492MARINO, STRAM & ASSOCIATES LLC$139K1
493OAK ASSOCIATES LTD /OH/$138K1
494Joel Isaacson & Co., LLC$137K1
495Aptus Capital Advisors, LLC$136K1
496YHB Investment Advisors, Inc.$136K1
497DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$135K1
498ASSETMARK, INC$132K1
499Bank Julius Baer & Co. Ltd, Zurich$124K1
500TD Waterhouse Canada Inc.$123K1
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 / 0 sell
Congress net ($ bound)$1.0K to $15.0K
Filers net (actions)not in build
Filers net ($ 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 VTRS

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for VTRS · financials and macro

Financials — as filed PLANNED

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