Public record / Tickers / WAL

WAL — WESTERN ALLIANCE BANCORPORATION

Both disclosure regimes on one name: who in Congress filed about WAL, 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
8
all PTR rows naming WAL
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-13
filed 2025-08-13
13F holders
415
top-415 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

Lance Gooden · $50.0K–$100K

Sale · traded 2024-11-15 → filed 2024-12-12. Ranked over every WAL row by the provable lower bound, never a point estimate.

No member disclosed WAL 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.

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

3 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING WAL · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning WAL
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 07-22 +22d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 07-16 +28d$1K–$15K
2024-12-12Lance Gooden R–TX-5SaleTraded 11-15 +27d$50K–$100K
2023-10-20Ricketts, John P Sale · SP (spouse-owned)Traded 09-21 +29d$50K–$100K
2023-04-17Daniel S. Goldman D–NY-10SaleTraded 03-06 +42d$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 8 ↗

Members active in WAL

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

No member disclosed WAL in the trailing 12 months.

Congress ↔ notable managers · WAL

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

Congress · last 90 days

Buyers
0
Sellers
0

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

Notable managers · quarter ended 2026-03-31

Trimming
1 Miller Value Partners $3.9M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · WESTERN ALLIANCE BANCORP

Merged timeline of congressional filings and notable-manager moves on WAL
DateWhoChangeSize
2026-05-15Tudor Investment Corp 13Fadd+238,806 sh
2026-05-15Bridgewater Associates 13Fnew+190,800 sh
2026-05-15Miller Value Partners 13Ftrim−9,203 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 WAL for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$778M1
2Invesco Ltd.$370M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$369M1
4WELLINGTON MANAGEMENT GROUP LLP$333M1
5VANGUARD CAPITAL MANAGEMENT LLC$329M1
6STATE STREET CORP$298M1
7DIMENSIONAL FUND ADVISORS LP$270M1
8Davis Asset Management, L.P.$218M1
9FMR LLC$168M1
10BARROW HANLEY MEWHINNEY & STRAUSS LLC$167M1
11GEODE CAPITAL MANAGEMENT, LLC$150M1
12BANK OF MONTREAL /CAN/$132M1
13Janus Henderson Group Ltd.$97.2M1
14Smead Capital Management, Inc.$96.0M1
15ALLIANCEBERNSTEIN L.P.$84.8M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$69.7M1
17Bank of New York Mellon Corp$65.2M1
18MORGAN STANLEY$65.0M1
19AQR CAPITAL MANAGEMENT LLC$63.4M1
20AMERIPRISE FINANCIAL INC$63.2M1
21NORTHERN TRUST CORP$62.6M1
22TWO SIGMA INVESTMENTS, LP$56.2M1
23VICTORY CAPITAL MANAGEMENT INC$49.2M1
24MILLENNIUM MANAGEMENT LLC$48.4M1
25VANGUARD FIDUCIARY TRUST CO$45.7M1
26JANE STREET GROUP, LLC$45.2M1
27Nuveen, LLC$44.7M1
28CITADEL ADVISORS LLC$38.2M1
29UBS Group AG$30.7M1
30Squarepoint Ops LLC$29.8M1
31Stieven Capital Advisors, L.P.$27.9M1
32TUDOR INVESTMENT CORP ET AL$27.6M1
33FRANKLIN RESOURCES INC$26.2M1
34UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$20.8M1
35BANK OF AMERICA CORP /DE/$20.3M1
36Qube Research & Technologies Ltd$17.9M1
37Quantinno Capital Management LP$17.6M1
38STATE OF WISCONSIN INVESTMENT BOARD$17.4M1
39PRINCIPAL FINANCIAL GROUP INC$16.3M1
40683 Capital Management, LLC$15.9M1
41FIRST TRUST ADVISORS LP$15.6M1
42BARCLAYS PLC$15.6M1
43DnB Asset Management AS$15.5M1
44CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$14.7M1
45Swiss National Bank$14.6M1
46Stanley Capital Management, LLC$13.6M1
47Bridgewater Associates, LP$13.5M1
48Focus Partners Wealth$13.3M1
49ROYAL BANK OF CANADA$13.0M1
50Man Group plc$11.4M1
51THORNBURG INVESTMENT MANAGEMENT INC$11.2M1
52Gator Capital Management, LLC$10.8M1
53ADAGE CAPITAL PARTNERS GP, L.L.C.$10.6M1
54Legal & General Group Plc$9.6M1
55BASSWOOD CAPITAL MANAGEMENT, L.L.C.$9.4M1
56D. E. Shaw & Co., Inc.$9.2M1
57Retirement Systems of Alabama$8.9M1
58ExodusPoint Capital Management, LP$8.4M1
59LHM, INC.$7.0M1
60VANGUARD ASSET MANAGEMENT, Ltd$6.9M1
61Amundi$6.7M1
62LPL Financial LLC$6.7M1
63STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$6.7M1
64STIFEL FINANCIAL CORP$6.6M1
65CITIGROUP INC$6.3M1
66AMERICAN CENTURY COMPANIES INC$6.3M1
67SEI INVESTMENTS CO$6.3M1
68Black Maple Capital Management LP$6.0M1
69Brevan Howard Capital Management LP$5.7M1
70Petiole USA ltd$5.6M1
71MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.5M1
72Tidal Investments LLC$5.3M1
73NORDEA INVESTMENT MANAGEMENT AB$5.3M1
74FARALLON CAPITAL MANAGEMENT, L.L.C.$5.2M1
75STRATEGIC VALUE BANK PARTNERS LLC$5.0M1
76GREAT LAKES ADVISORS, LLC$4.9M1
77ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$4.9M1
78Quantbot Technologies LP$4.8M1
79Rafferty Asset Management, LLC$4.8M1
80Vanguard Global Advisers, LLC$4.7M1
81SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.7M1
82IEQ CAPITAL, LLC$4.7M1
83WELLS FARGO & COMPANY/MN$4.6M1
84Sequoia Financial Advisors, LLC$4.4M1
85MILLER VALUE PARTNERS, LLC$3.9M1
86SALZHAUER MICHAEL$3.8M1
87M&G Plc$3.7M1
88NEW YORK STATE COMMON RETIREMENT FUND$3.5M1
89JACOBS LEVY EQUITY MANAGEMENT, INC$3.5M1
90RAYMOND JAMES FINANCIAL INC$3.4M1
91Susquehanna Portfolio Strategies, LLC$3.4M1
92HSBC HOLDINGS PLC$3.4M1
93ENVESTNET ASSET MANAGEMENT INC$3.3M1
94Zurcher Kantonalbank (Zurich Cantonalbank)$3.0M1
95Mariner, LLC$2.9M1
96VOYA INVESTMENT MANAGEMENT LLC$2.8M1
97MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.8M1
98Livforsakringsbolaget Skandia, Omsesidigt$2.7M1
99WINTON GROUP Ltd$2.6M1
100Optiver Holding B.V.$2.5M1
101NICOLET BANKSHARES INC$2.5M1
102Corient Private Wealth LLC$2.3M1
103PEAK6 LLC$2.3M1
104Creative Planning$2.2M1
105COMMERCE BANK$2.2M1
106YOUSIF CAPITAL MANAGEMENT, LLC$2.2M1
107State of New Jersey Common Pension Fund D$2.2M1
108BLAIR WILLIAM & CO/IL$2.0M1
109Arizona State Retirement System$2.0M1
110HighTower Advisors, LLC$2.0M1
111ADVISORY RESEARCH INC$1.9M1
112Y-Intercept (Hong Kong) Ltd$1.8M1
113CIBC WORLD MARKET INC.$1.8M1
114COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.8M1
115Vanguard Investments Australia, Ltd.$1.8M1
116FIFTH THIRD BANCORP$1.8M1
117Centiva Capital, LP$1.8M1
118STATE OF MICHIGAN RETIREMENT SYSTEM$1.7M1
119NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.6M1
120KLP KAPITALFORVALTNING AS$1.6M1
121Universal- Beteiligungs- und Servicegesellschaft mbH$1.6M1
122LAZARD ASSET MANAGEMENT LLC$1.6M1
123TWINBEECH CAPITAL LP$1.5M1
124XTX Topco Ltd$1.5M1
125OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.5M1
126MAVERICK CAPITAL LTD$1.5M1
127MERCER GLOBAL ADVISORS INC /ADV$1.5M1
128HUSSMAN STRATEGIC ADVISORS, INC.$1.5M1
129CAPSTONE INVESTMENT ADVISORS, LLC$1.4M1
130Inspire Investing, LLC$1.4M1
131Graham Capital Management, L.P.$1.4M1
132SCOTIA CAPITAL INC.$1.4M1
133Walleye Capital LLC$1.4M1
134Cerity Partners LLC$1.4M1
135Ameritas Investment Partners, Inc.$1.3M1
136OSAIC HOLDINGS, INC.$1.3M1
137Engineers Gate Manager LP$1.3M1
138CWM, LLC$1.3M1
139Utah Retirement Systems$1.3M1
140Summit Trail Advisors, LLC$1.3M1
141SIH Partners, LLLP$1.2M1
142CANADA PENSION PLAN INVESTMENT BOARD$1.2M1
143Pictet Asset Management Holding SA$1.2M1
144Nicholas Investment Partners, LP$1.2M1
145XPONANCE LLC$1.2M1
146Vanguard Personalized Indexing Management, LLC$1.1M1
147INDEPENDENT FINANCIAL GROUP, LLC$1.1M1
148Atria Investments, Inc$1.1M1
149Parallax Volatility Advisers, L.P.$1.1M1
150SILVER OAK SECURITIES, INCORPORATED$1.1M1
151WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.1M1
152Harbor Advisors LLC$1.1M1
153Diametric Capital, LP$1.0M1
154Leonteq Securities AG$981K1
155Kestra Advisory Services, LLC$961K1
156Oak Thistle LLC$896K1
157AXQ CAPITAL, LP$877K1
158TEACHER RETIREMENT SYSTEM OF TEXAS$852K1
159Cetera Investment Advisers$850K1
160EP Wealth Advisors, LLC$820K1
161EMERALD MUTUAL FUND ADVISERS TRUST$813K1
162Focus Partners Advisor Solutions, LLC$798K1
163Sippican Capital Advisors$781K1
164MANGROVE PARTNERS IM, LLC$765K1
165NewEdge Advisors, LLC$752K1
166FEDERATED HERMES, INC.$712K1
167Pathstone Holdings, LLC$692K1
168AssuredPartners Investment Advisors, LLC$689K1
169NATIXIS$683K1
170Inspire Advisors, LLC$646K1
171O'SHAUGHNESSY ASSET MANAGEMENT, LLC$644K1
172iSAM Funds (UK) Ltd$584K1
173INCEPTIONR LLC$583K1
174EVOKE WEALTH, LLC$569K1
175WestHill Financial Advisors, Inc.$542K1
176DEUTSCHE BANK AG\$541K1
177VARCOV Co.$537K1
178SECURIAN ASSET MANAGEMENT, INC$533K1
179JACKSON SQUARE CAPITAL, LLC$531K1
180OneDigital Investment Advisors LLC$523K1
181Ensign Peak Advisors, Inc$513K1
182Headlands Technologies LLC$512K1
183CHOREO, LLC$503K1
184Qsemble Capital Management, LP$497K1
185Brady Martz Wealth Solutions, LLC$495K1
186AVIVA PLC$494K1
187Illinois Municipal Retirement Fund$493K1
188BALYASNY ASSET MANAGEMENT L.P.$480K1
189Blueshift Asset Management, LLC$479K1
190PAX Financial Group, LLC$478K1
191Sanctuary Advisors, LLC$478K1
192D.A. DAVIDSON & CO.$472K1
193Atom Investors LP$470K1
194Federation des caisses Desjardins du Quebec$467K1
195CIBC Bancorp USA Inc.$467K1
196WESTWOOD HOLDINGS GROUP INC$455K1
197Swiss Life Asset Management Ltd$454K1
198BROWN ADVISORY INC$454K1
199Wedmont Private Capital$444K1
200Ethic Inc.$439K1
201Brooklyn Investment Group$437K1
202Forum Financial Management, LP$429K1
203PRUDENTIAL FINANCIAL INC$427K1
204TTP Investments, Inc.$420K1
205CI INVESTMENTS INC.$409K1
206EJF Capital LP$406K1
207Maryland State Retirement & Pension System$392K1
208COMMONWEALTH EQUITY SERVICES, LLC$390K1
209Zhang Financial LLC$390K1
210Chicago Partners Investment Group LLC$390K1
211US BANCORP \DE\$383K1
212AIMZ Investment Advisors, LLC$373K1
213Stratos Wealth Partners, LTD.$370K1
214NLB Skladi, upravljanje premozenja, d.o.o.$364K1
215Palogic Value Management, L.P.$354K1
216AIGEN INVESTMENT MANAGEMENT, LP$352K1
217Prospera Financial Services Inc$343K1
218Destiny Capital Corp/CO$341K1
219PRELUDE CAPITAL MANAGEMENT, LLC$332K1
220BFSG, LLC$330K1
221Crossmark Global Holdings, Inc.$329K1
222M&T BANK CORP$326K1
223Tower Research Capital LLC (TRC)$318K1
224Rockefeller Capital Management L.P.$315K1
225GTS SECURITIES LLC$310K1
226Legato Capital Management LLC$301K1
227Integrated Quantitative Investments LLC$301K1
228ProShare Advisors LLC$292K1
229VICTORY FINANCIAL GROUP, LLC$270K1
230Yorktown Management & Research Co Inc$262K1
231GFG Capital, LLC$253K1
232SHELTON CAPITAL MANAGEMENT$248K1
233CIBC Asset Management Inc$245K1
234INFRASTRUCTURE CAPITAL ADVISORS, LLC$237K1
235HB Wealth Management, LLC$235K1
236PROFUND ADVISORS LLC$231K1
237Perpetual Ltd$229K1
238Jefferies Financial Group Inc.$225K1
239North Dakota State Investment Board$223K1
240Holocene Advisors, LP$222K1
241TRUIST FINANCIAL CORP$217K1
242Sterling Capital Management LLC$212K1
243111 Capital$210K1
244Vise Technologies, Inc.$208K1
245Pinnacle Wealth Planning Services, Inc.$182K1
246Mitsubishi UFJ Trust & Banking Corp$151K1
247Bank of New Hampshire$144K1
248BNP Paribas Asset Management Holding S.A.$142K1
249State of Wyoming$139K1
250SIGNATUREFD, LLC$127K1
251GROUP ONE TRADING LLC$127K1
252QUADRANT CAPITAL GROUP LLC$121K1
253MAI Capital Management$119K1
254NOMURA ASSET MANAGEMENT CO LTD$95.6K1
255Palouse Capital Management, Inc.$89.3K1
256UMB Bank, n.a.$79.1K1
257Allworth Financial LP$72.7K1
258Trask Adam Roland$70.9K1
259Eurizon Capital SGR S.p.A.$67.7K1
260Steward Partners Investment Advisory, LLC$67.4K1
261Arax Advisory Partners$53.8K1
262NATIONAL BANK OF CANADA /FI/$47.0K1
263ASSETMARK, INC$39.7K1
264Smartleaf Asset Management LLC$33.8K1
265Quarry LP$32.9K1
266NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$32.4K1
267Salomon & Ludwin, LLC$22.3K1
268SBI Securities Co., Ltd.$22.0K1
269Rakuten Securities, Inc.$21.3K1
270ALGERT GLOBAL LLC$20.7K1
271TOTH FINANCIAL ADVISORY CORP$20.1K1
272Acumen Wealth Advisors, LLC$19.8K1
273HRT FINANCIAL LP$19.0K1
274Larson Financial Group LLC$18.6K1
275TD Waterhouse Canada Inc.$17.7K1
276Parkside Financial Bank & Trust$16.8K1
277DANSKE BANK A/S$14.2K1
278Cassaday & Co Wealth Management LLC$13.5K1
279Signature Equity Partners, LLC$13.1K1
280ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$11.5K1
281MATHER GROUP, LLC.$10.7K1
282CVA Family Office, LLC$10.1K1
283NISA INVESTMENT ADVISORS, LLC$9.7K1
284Elevated Capital Advisors, LLC$9.4K1
285Annis Gardner Whiting Capital Advisors, LLC$8.9K1
286Mitsubishi UFJ Asset Management Co., Ltd.$8.9K1
287JFS WEALTH ADVISORS, LLC$8.6K1
288SJS Investment Consulting Inc.$8.3K1
289Activest Wealth Management$7.7K1
290AMERIFLEX GROUP, INC.$7.7K1
291South Dakota Investment Council$7.3K1
292FARMERS & MERCHANTS INVESTMENTS INC$6.7K1
293Crewe Advisors LLC$6.5K1
294Bell Investment Advisors, Inc$6.4K1
295Basecamp Wealth Advisors LLC$5.9K1
296CANADA LIFE ASSURANCE Co$5.2K1
297THOMPSON SIEGEL & WALMSLEY LLC$5.0K1
298True Wealth Design, LLC$4.8K1
299NFSG Corp$3.6K1
300Triumph Capital Management$3.5K1
301CALDWELL SUTTER CAPITAL, INC.$3.4K1
302AMALGAMATED BANK$3.3K1
303United Financial Planning Group LLC$3.3K1
304Treasurer of the State of North Carolina$3.2K1
305THRIVENT FINANCIAL FOR LUTHERANS$3.1K1
306Rialto Wealth Management, LLC$3.1K1
307Keating Financial Advisory Services, Inc.$2.6K1
308JPL Wealth Management, LLC$2.5K1
309Clearstead Advisors, LLC$2.4K1
310TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$2.2K1
311Sachetta, LLC$2.2K1
312Private Wealth Management Group, LLC$2.1K1
313Wealth Enhancement Trust Services, Inc.$2.1K1
314ELEVATION WEALTH PARTNERS, LLC$1.8K1
315NATIXIS ADVISORS, LLC$1.6K1
316DiNuzzo Private Wealth, Inc.$1.6K1
317NEW YORK STATE TEACHERS RETIREMENT SYSTEM$1.6K1
318BROWN, LISLE/CUMMINGS, INC.$1.6K1
319WPG Advisers, LLC$1.4K1
320MidFirst Bank$1.3K1
321Cromwell Holdings LLC$1.1K1
322Physician Wealth Advisors, Inc.$9921
323GSA CAPITAL PARTNERS LLP$9321
324Transamerica Financial Advisors, LLC$8501
325PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$7761
326State of Alaska, Department of Revenue$7261
327American Capital Advisory, LLC$7091
328Vermillion Wealth Management, Inc.$6381
329Scarborough Advisors, LLC$6381
330Retirement Wealth Solutions LLC$5671
331Marquette Asset Management, LLC$4961
332HFM Investment Advisors, LLC$4961
333Virtu Financial LLC$4321
334DecisionPoint Financial, LLC$3551
335TopTier Wealth Management, LLC$2831
336KBC Group NV$2441
337Valued Wealth Advisors LLC$2201
338EVERMAY WEALTH MANAGEMENT LLC$2131
339Prestige Wealth Management Group LLC$2131
340Cambridge Investment Research Advisors, Inc.$2071
341CENTAURUS FINANCIAL, INC.$1881
342MV CAPITAL MANAGEMENT, INC.$711
343Quaker Wealth Management, LLC$711
344TFC Financial Management, Inc.$711
345Beacon Capital Management, Inc.$231
346Raleigh Capital Management Inc.$71
347Avion Wealth$11
348VANGUARD GROUP INC$01
349GLENMEDE TRUST CO NA$01
350Laird Norton Wetherby Trust Company, LLC$01
351PEREGRINE CAPITAL MANAGEMENT LLC$01
352HARBOUR INVESTMENTS, INC.$01
353Brandywine Global Investment Management, LLC$01
354PANAGORA ASSET MANAGEMENT INC$01
355COMERICA BANK$01
356TORONTO DOMINION BANK$01
357EMERALD ADVISERS, LLC$01
358POLEN CAPITAL MANAGEMENT LLC$01
359MALTESE CAPITAL MANAGEMENT LLC$01
360PEAPACK GLADSTONE FINANCIAL CORP$01
361TD ASSET MANAGEMENT INC$01
362INTECH INVESTMENT MANAGEMENT LLC$01
363BRANT POINT INVESTMENT MANAGEMENT LLC$01
364CIBC Private Wealth Group LLC$01
365Equitable Holdings, Inc.$01
366Weiss Asset Management LP$01
367NORGES BANK$01
368Walleye Trading LLC$01
369Penobscot Investment Management Company, Inc.$01
370MidWestOne Financial Group, Inc.$01
371Ruffer LLP$01
372JCSD Capital, LLC$01
373SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$01
374TWO SIGMA SECURITIES, LLC$01
375DekaBank Deutsche Girozentrale$01
376EXCHANGE TRADED CONCEPTS, LLC$01
377TWO SIGMA ADVISERS, LP$01
378DRW Securities, LLC$01
379Savant Capital, LLC$01
380SIMPLEX TRADING, LLC$01
381FineMark National Bank & Trust$01
382BOOTHBAY FUND MANAGEMENT, LLC$01
383Private Advisor Group, LLC$01
384FJ Capital Management LLC$01
385Point72 Asset Management, L.P.$01
386Caprock Group, LLC$01
387Angel Oak Capital Advisors, LLC$01
388WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$01
389Stone House Investment Management, LLC$01
390Meridian Wealth Management, LLC$01
391RITHOLTZ WEALTH MANAGEMENT$01
392Clearstead Trust, LLC$01
393DV Trading LLC$01
394Buckley Wealth Management, LLC$01
395FORA Capital, LLC$01
396Global Retirement Partners, LLC$01
397Cresset Asset Management, LLC$01
398Cynosure Group, LLC$01
399BELLEVUE ASSET MANAGEMENT, LLC$01
400Everhart Financial Group, Inc.$01
401Riverwater Partners LLC$01
402Private Wealth Asset Management, LLC$01
403AlphaQuest LLC$01
404SageView Advisory Group, LLC$01
405Tradewinds, LLC.$01
406Dunhill Financial, LLC$01
407Compound Global Advisors, LLC$01
408Caitong International Asset Management Co., Ltd$01
409Compound Planning, Inc.$01
410EntryPoint Capital, LLC$01
411Concurrent Investment Advisors, LLC$01
412Generate Investment Management Ltd$01
413Havemeyer Place LP$01
414Aster Capital Management (DIFC) Ltd$01
415Elevated Private Wealth, LLC$01
Truncated by Public Filings. The published aggregate ranks the top 415 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 WAL

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for WAL · financials and macro

Financials — as filed PLANNED

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