Public record / Tickers / WBD

WBD — Warner Bros. Discovery, Inc.

Both disclosure regimes on one name: who in Congress filed about WBD, 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
36
all PTR rows naming WBD
Members · 12m
4
3 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

Nancy Pelosi · $50.0K–$100K

Exchange · traded 2022-04-11 → filed 2022-05-03. Ranked over every WBD row by the provable lower bound, never a point estimate.

4 members · 3 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

12 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. 12 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING WBD · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning WBD
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-03-19August Pfluger R–TX-11SaleTraded 02-10 +37d$1K–$15K
2026-03-09Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 02-10 +27d$1K–$15K
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 01-09 +35d$1K–$15K
2026-01-13Julia Letlow R–LA-5SaleTraded 2025-12-08 +36d$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 36 ↗

Members active in WBD

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing WBD 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-313−$13.0K to $29.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2
August Pfluger R–TX-111−$15.0K to −$1.0K2
Julia Letlow R–LA-51−$15.0K to −$1.0K2

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

Congress ↔ notable managers · WBD

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

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

Merged timeline of congressional filings and notable-manager moves on WBD
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Tudor Investment Corp 13Fnew+7,055,087 sh
2026-05-15Soros Fund Management 13Fadd+942,610 sh
2026-05-15Gotham Asset Management 13Fadd+509,630 sh
2026-05-15Moore Capital Management 13Fadd+140,000 sh
2026-05-15Fairfax Financial 13Fnew+57,900 sh
2026-05-15Bridgewater Associates 13Ftrim−400,536 sh
2026-05-15Sachem Head Capital 13Fexit−7,995,000 sh
2026-05-14Caxton Associates 13Fadd+15,767,455 sh

9 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 WBD for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$5.3B1
2VANGUARD CAPITAL MANAGEMENT LLC$4.3B1
3STATE STREET CORP$3.5B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$2.8B1
5GEODE CAPITAL MANAGEMENT, LLC$1.9B1
6Pentwater Capital Management LP$1.4B1
7MILLENNIUM MANAGEMENT LLC$1.2B1
8HARRIS ASSOCIATES L P$903M1
9FMR LLC$892M1
10Sessa Capital IM, L.P.$878M1
11MORGAN STANLEY$849M1
12CITADEL ADVISORS LLC$807M1
13Invesco Ltd.$702M1
14BALYASNY ASSET MANAGEMENT L.P.$690M1
15NORTHERN TRUST CORP$618M1
16UBS Group AG$537M1
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC$527M1
18DIMENSIONAL FUND ADVISORS LP$467M1
19BANK OF AMERICA CORP /DE/$456M1
20CAXTON ASSOCIATES LLP$450M1
21HBK INVESTMENTS L P$449M1
22UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$440M1
23Qube Research & Technologies Ltd$421M1
24Legal & General Group Plc$416M1
25D. E. Shaw & Co., Inc.$409M1
26Amundi$403M1
27VANGUARD FIDUCIARY TRUST CO$380M1
28NATIONAL BANK OF CANADA /FI/$365M1
29CAPSTONE INVESTMENT ADVISORS, LLC$280M1
30JANE STREET GROUP, LLC$260M1
31Independent Franchise Partners LLP$239M1
32Verition Fund Management LLC$237M1
33NOMURA HOLDINGS INC$208M1
34Newport Trust Company, LLC$199M1
35TUDOR INVESTMENT CORP ET AL$194M1
36Swiss National Bank$191M1
37LMR Partners LLP$187M1
38Allianz Asset Management GmbH$181M1
39National Pension Service$180M1
40ADAGE CAPITAL PARTNERS GP, L.L.C.$176M1
41DEUTSCHE BANK AG\$171M1
42Nuveen, LLC$166M1
43HSBC HOLDINGS PLC$164M1
44SONA ASSET MANAGEMENT (US) LLC$163M1
45FIL Ltd$162M1
46Mitsubishi UFJ Asset Management Co., Ltd.$156M1
47Vanguard Global Advisers, LLC$149M1
48Westchester Capital Management, LLC$144M1
49BANK OF NOVA SCOTIA$137M1
50Hudson Bay Capital Management LP$132M1
51ALLIANCEBERNSTEIN L.P.$116M1
52Man Group plc$112M1
53CITIGROUP INC$112M1
54VANGUARD ASSET MANAGEMENT, Ltd$112M1
55Fort Baker Capital Management LP$110M1
56CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$108M1
57ROYAL BANK OF CANADA$108M1
58TOMS Capital Investment Management LP$107M1
59RENAISSANCE TECHNOLOGIES LLC$106M1
60AQR Arbitrage LLC$104M1
61FRANKLIN RESOURCES INC$102M1
62TIG Advisors, LLC$98.4M1
63ProShare Advisors LLC$96.8M1
64Squarepoint Ops LLC$94.2M1
65ING GROEP NV$93.5M1
66Laurion Capital Management LP$85.4M1
67Senator Investment Group LP$83.7M1
68Magnetar Financial LLC$81.7M1
69HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$80.4M1
70PRINCIPAL FINANCIAL GROUP INC$78.0M1
71Empyrean Capital Partners, LP$70.9M1
72CANADA PENSION PLAN INVESTMENT BOARD$67.9M1
73Korea Investment CORP$64.5M1
74Boussard & Gavaudan Investment Management LLP$62.5M1
75STATE OF WISCONSIN INVESTMENT BOARD$58.7M1
76XN LP$58.7M1
77STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$56.5M1
78AVIVA PLC$55.9M1
79Melqart Asset Management (UK) Ltd$55.7M1
80Governors Lane LP$55.0M1
81BANK OF MONTREAL /CAN/$54.8M1
82FIRST TRUST ADVISORS LP$49.9M1
83Aberdeen Group plc$49.6M1
84MASSACHUSETTS FINANCIAL SERVICES CO /MA/$47.2M1
85MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$46.5M1
86NEOS Investment Management LLC$46.2M1
87PSquared Asset Management AG$45.7M1
88READYSTATE ASSET MANAGEMENT LP$45.6M1
89WHITEBOX ADVISORS LLC$44.3M1
90WELLS FARGO & COMPANY/MN$43.0M1
91ALPINE ASSOCIATES MANAGEMENT INC.$43.0M1
92ExodusPoint Capital Management, LP$41.4M1
93Contrarius Group Holdings Ltd$41.1M1
94Swedbank AB$40.4M1
95Universal- Beteiligungs- und Servicegesellschaft mbH$40.3M1
96Sand Grove Capital Management LLP$39.7M1
97STOREBRAND ASSET MANAGEMENT AS$39.1M1
98PRIVATE MANAGEMENT GROUP INC$37.2M1
99Mirae Asset Global Investments Co., Ltd.$36.6M1
100DENDUR CAPITAL LP$36.5M1
101Centiva Capital, LP$35.8M1
102Twin Securities, Inc.$35.7M1
103Quantinno Capital Management LP$35.6M1
104PFA Pension, Forsikringsaktieselskab$34.9M1
105PRUDENTIAL FINANCIAL INC$33.9M1
106Capula Management Ltd$33.8M1
107Birnam Oak Advisors, LP$33.7M1
108MANUFACTURERS LIFE INSURANCE COMPANY, THE$33.7M1
109Chevy Chase Trust Holdings, LLC$33.6M1
110NEW YORK STATE COMMON RETIREMENT FUND$33.4M1
111Pictet Asset Management Holding SA$32.6M1
112CAPITOLIS LIQUID GLOBAL MARKETS LLC$32.5M1
113Vanguard Investments Australia, Ltd.$32.2M1
114DANSKE BANK A/S$32.0M1
115Calamos Advisors LLC$31.6M1
116CIBC Bancorp USA Inc.$30.9M1
117Woodline Partners LP$30.3M1
118Pine Valley Investments Ltd Liability Co$30.1M1
119SOROS FUND MANAGEMENT LLC$30.0M1
120Ardmore Road Asset Management LP$29.8M1
121Gryphon Financial Partners LLC$29.6M1
122NINE MASTS CAPITAL Ltd$29.2M1
123PUBLIC SECTOR PENSION INVESTMENT BOARD$29.0M1
124LPL Financial LLC$28.7M1
125CIBC Asset Management Inc$28.3M1
126Robeco Institutional Asset Management B.V.$28.0M1
127KLP KAPITALFORVALTNING AS$27.8M1
128ODDO BHF ASSET MANAGEMENT SAS$27.5M1
129TD ASSET MANAGEMENT INC$27.4M1
130Asset Management One Co., Ltd.$26.9M1
131Harbor Island Capital LLC$26.7M1
132BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$26.2M1
133NOMURA ASSET MANAGEMENT CO LTD$25.5M1
134BNP Paribas Asset Management Holding S.A.$25.4M1
135Tetragon Partners GP Ltd$25.4M1
136CANYON CAPITAL ADVISORS LLC$24.7M1
137P SCHOENFELD ASSET MANAGEMENT LP$24.2M1
138NEXPOINT ASSET MANAGEMENT, L.P.$23.9M1
139TORONTO DOMINION BANK$23.8M1
140Tredje AP-fonden$23.2M1
141Samson Rock Capital LLP$22.9M1
142State of New Jersey Common Pension Fund D$22.3M1
143SummitTX Capital, L.P.$22.1M1
144PINNACLE ASSOCIATES LTD$21.0M1
145One Fin Capital Management LP$20.9M1
146TERRIL BROTHERS, INC.$20.6M1
147PICTON MAHONEY ASSET MANAGEMENT$20.0M1
148Wealthfront Advisers LLC$19.8M1
149Gotham Asset Management, LLC$19.7M1
150Resona Asset Management Co.,Ltd.$19.7M1
151AMERICAN CENTURY COMPANIES INC$19.6M1
152Illinois Municipal Retirement Fund$19.5M1
153Fisher Funds Management LTD$19.1M1
154Cinctive Capital Management LP$19.1M1
155Czech National Bank$18.8M1
156NISSAY ASSET MANAGEMENT CORP /JAPAN$18.6M1
157Cerity Partners LLC$18.5M1
158NEW YORK LIFE INVESTMENT MANAGEMENT LLC$18.4M1
159Prospera Financial Services Inc$18.2M1
160SEI INVESTMENTS CO$18.1M1
161Daiwa Securities Group Inc.$17.9M1
162STATE OF MICHIGAN RETIREMENT SYSTEM$17.8M1
163Arizona State Retirement System$17.6M1
1641832 Asset Management L.P.$17.3M1
165FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$17.1M1
166Hauser Brothers GmbH$17.0M1
167Summit Street Capital Management, LLC$16.4M1
168Slotnik Capital, LLC$16.2M1
169Grantham, Mayo, Van Otterloo & Co. LLC$16.0M1
170Zurcher Kantonalbank (Zurich Cantonalbank)$15.9M1
171COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$15.9M1
172Rafferty Asset Management, LLC$15.8M1
173NAN FUNG TRINITY (HK) Ltd$15.8M1
174Polar Asset Management Partners Inc.$15.8M1
175O'SHAUGHNESSY ASSET MANAGEMENT, LLC$15.6M1
176Creative Planning$15.5M1
177Ruffer LLP$15.5M1
178Vontobel Holding Ltd.$15.2M1
179RAYMOND JAMES FINANCIAL INC$14.9M1
180WITTENBERG INVESTMENT MANAGEMENT, INC.$14.8M1
181Lighthouse Investment Partners, LLC$14.8M1
182Quarry LP$14.8M1
183FORA Capital, LLC$14.8M1
184BOOTHBAY FUND MANAGEMENT, LLC$14.7M1
185Quinn Opportunity Partners LLC$14.7M1
186Schonfeld Strategic Advisors LLC$14.6M1
187PRELUDE CAPITAL MANAGEMENT, LLC$14.5M1
188Retirement Systems of Alabama$14.5M1
189BW Gestao de Investimentos Ltda.$14.2M1
190GUGGENHEIM CAPITAL LLC$14.1M1
191Credit Capital Investments LLC$13.9M1
192DnB Asset Management AS$13.8M1
193Rakuten Investment Management, Inc.$13.8M1
194TREMBLANT CAPITAL GROUP$13.5M1
195Point72 Asset Management, L.P.$13.3M1
196VOYA INVESTMENT MANAGEMENT LLC$13.3M1
197SEB Asset Management AB$13.2M1
198AQR CAPITAL MANAGEMENT LLC$13.1M1
199Headlands Technologies LLC$13.0M1
200IFM Investors Pty Ltd$12.8M1
201HARVEST MANAGEMENT LLC$12.6M1
202Petrus Trust Company, LTA$12.5M1
203Aequim Alternative Investments LP$12.1M1
204TOKIO MARINE ASSET MANAGEMENT CO LTD$12.0M1
205ROYAL LONDON ASSET MANAGEMENT LTD$11.9M1
206Kapitalo Investimentos Ltda$11.9M1
207SUSQUEHANNA INTERNATIONAL GROUP, LLP$11.9M1
208Varma Mutual Pension Insurance Co$11.8M1
209COMMONWEALTH EQUITY SERVICES, LLC$11.8M1
210Groupe la Francaise$11.7M1
211FIFTH THIRD BANCORP$11.6M1
212XPONANCE LLC$11.5M1
213MACKENZIE FINANCIAL CORP$11.2M1
214Troluce Capital Advisors LLC$10.6M1
215HUDSON EDGE INVESTMENT PARTNERS INC.$10.5M1
216Utah Retirement Systems$10.4M1
217Corient Private Wealth LLC$10.1M1
218OP Asset Management Ltd$10.0M1
219M&G Plc$9.8M1
220ENVESTNET ASSET MANAGEMENT INC$9.7M1
221USS Investment Management Ltd$9.7M1
222OSAIC HOLDINGS, INC.$9.0M1
223Mariner, LLC$9.0M1
224Investment Management Corp of Ontario$8.9M1
225BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$8.9M1
226Norinchukin Bank, The$8.9M1
227Vanguard Personalized Indexing Management, LLC$8.8M1
228DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$8.8M1
229CREDIT INDUSTRIEL ET COMMERCIAL$8.7M1
230MUFG Securities EMEA plc$8.6M1
231Brevan Howard Capital Management LP$8.4M1
232Sumitomo Mitsui DS Asset Management Company, Ltd$8.3M1
233Murchinson Ltd.$8.2M1
234HB Wealth Management, LLC$8.1M1
235CIBRA Capital Ltd$8.1M1
236TPG GP A, LLC$8.1M1
237SHELTON CAPITAL MANAGEMENT$7.9M1
238OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.8M1
239HighTower Advisors, LLC$7.7M1
240QRG CAPITAL MANAGEMENT, INC.$7.7M1
241Cetera Investment Advisers$7.6M1
242Janus Henderson Group Ltd.$7.4M1
243CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$7.2M1
244MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$7.2M1
245Tower Research Capital LLC (TRC)$7.1M1
246Federation des caisses Desjardins du Quebec$7.1M1
247Swiss Life Asset Management Ltd$7.0M1
248ASR Vermogensbeheer N.V.$6.9M1
249Walleye Capital LLC$6.9M1
250Quintet Private Bank (Europe) S.A.$6.6M1
251NORDEA INVESTMENT MANAGEMENT AB$6.6M1
252NATIXIS$6.6M1
253Carmignac Gestion$6.5M1
254Engineers Gate Manager LP$6.3M1
255MEDIATEL PARTNERS$6.2M1
256MACKAY SHIELDS LLC$6.2M1
257INVESTMENT HOUSE LLC$6.2M1
258Eurizon Capital SGR S.p.A.$6.1M1
259Vivaldi Capital Management LP$6.1M1
260MOORE CAPITAL MANAGEMENT, LP$6.0M1
261Pathstone Holdings, LLC$6.0M1
262Alberta Investment Management Corp$6.0M1
263Beacon Pointe Advisors, LLC$6.0M1
264MML INVESTORS SERVICES, LLC$5.9M1
265TSP Capital Management Group, LLC$5.9M1
266UniSuper Management Pty Ltd$5.7M1
267PROFUND ADVISORS LLC$5.6M1
268MIZUHO SECURITIES USA LLC$5.5M1
269PINKERTON WEALTH, LLC$5.4M1
270Hillman Capital Management, Inc.$5.4M1
271GROUP ONE TRADING LLC$5.4M1
272FIRST NATIONAL BANK OF OMAHA$5.3M1
273PRUDENTIAL PLC$5.2M1
274Beryl Capital Management LLC$5.1M1
275CREDIT AGRICOLE S A$5.0M1
276Ghisallo Capital Management LLC$4.9M1
277MACQUARIE GROUP LTD$4.9M1
278US BANCORP \DE\$4.9M1
279Empowered Funds, LLC$4.9M1
280CIBC WORLD MARKET INC.$4.9M1
281Shay Capital LLC$4.8M1
282Legend Capital Advisors LLC$4.8M1
283Candriam S.C.A.$4.8M1
284WOLVERINE ASSET MANAGEMENT LLC$4.8M1
285KEYBANK NATIONAL ASSOCIATION/OH$4.8M1
286SCHRODER INVESTMENT MANAGEMENT GROUP$4.8M1
287Osmosis Investment Management UK Ltd$4.7M1
288Prosperitas Financial LLC$4.7M1
289CANTOR FITZGERALD, L. P.$4.6M1
290Kintayl Capital LP$4.6M1
291Allworth Financial LP$4.6M1
292Alpine Global Management, LLC$4.6M1
293Sendero Wealth Management, LLC$4.4M1
294Marble Bar Asset Management LLP$4.4M1
295Sanctuary Advisors, LLC$4.4M1
296Avanza Fonder AB$4.2M1
297St. Louis Financial Planners Asset Management, LLC$4.2M1
298Focus Partners Wealth$3.9M1
299One68 Global Capital, LLC$3.9M1
300BTG Pactual Asset Management US LLC$3.9M1
301MERCER GLOBAL ADVISORS INC /ADV$3.9M1
302FIRST MANHATTAN CO. LLC.$3.8M1
303XTX Topco Ltd$3.8M1
304Greenland Capital Management LP$3.7M1
305Tidal Investments LLC$3.7M1
306OPPENHEIMER & CO INC$3.7M1
307STIFEL FINANCIAL CORP$3.6M1
308Three Seasons Wealth, LLC$3.4M1
309Vazirani Asset Management LLC$3.4M1
310PATTON FUND MANAGEMENT, INC.$3.4M1
311Crossmark Global Holdings, Inc.$3.4M1
312Allspring Global Investments Holdings, LLC$3.3M1
313M&T BANK CORP$3.3M1
314North Dakota State Investment Board$3.2M1
315Maryland State Retirement & Pension System$3.2M1
316Machina Capital S.A.S.$3.1M1
317WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.1M1
318Summit Trail Advisors, LLC$3.1M1
319Atom Investors LP$3.0M1
320OCCUDO QUANTITATIVE STRATEGIES LP$3.0M1
321Summit Financial, LLC$3.0M1
322Capricorn Fund Managers Ltd$3.0M1
323OMERS ADMINISTRATION Corp$3.0M1
324DoubleLine ETF Adviser LP$2.9M1
325AMG National Trust Bank$2.9M1
326Yakira Capital Management, Inc.$2.9M1
327Fortress Investment Group LLC$2.8M1
328Clearstead Advisors, LLC$2.8M1
329Skandinaviska Enskilda Banken AB (publ)$2.8M1
330Vident Advisory, LLC$2.7M1
331Baird Financial Group, Inc.$2.7M1
332Ovata Capital Management Ltd$2.7M1
333Rockefeller Capital Management L.P.$2.6M1
334Summit Place Financial Advisors, LLC$2.6M1
335Carlson Capital, L.P.$2.6M1
336TRUIST FINANCIAL CORP$2.6M1
337UNITED CAPITAL FINANCIAL ADVISORS, LLC$2.6M1
338Kestra Advisory Services, LLC$2.6M1
339Donoghue Forlines LLC$2.5M1
340Sequoia Financial Advisors, LLC$2.5M1
341ABN AMRO INVESTMENT SOLUTIONS$2.5M1
342Metis Global Partners, LLC$2.4M1
343AIRE ADVISORS, LLC$2.4M1
344PFG Investments, LLC$2.4M1
345E Fund Management Co., Ltd.$2.4M1
346COMMERCE BANK$2.4M1
347Saudi Central Bank$2.4M1
348Voleon Capital Management LP$2.4M1
349PANAGORA ASSET MANAGEMENT INC$2.3M1
350Western Financial Corp/CA$2.3M1
351Caprock Group, LLC$2.2M1
352Gradient Investments LLC$2.2M1
353NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.2M1
354CAISSE DES DEPOTS ET CONSIGNATIONS$2.1M1
355Empirical Finance, LLC$2.1M1
356Savant Capital, LLC$2.0M1
357Assenagon Asset Management S.A.$2.0M1
358BROWN ADVISORY INC$2.0M1
359FOUNDERS CAPITAL MANAGEMENT, LLC$2.0M1
360SALEM INVESTMENT COUNSELORS INC$2.0M1
361Lansforsakringar Fondforvaltning AB (publ)$1.9M1
362CWM, LLC$1.9M1
363BCK CAPITAL MANAGEMENT LP$1.9M1
364Siemens Fonds Invest GmbH$1.9M1
365Sagefield Capital LP$1.8M1
366SECURIAN ASSET MANAGEMENT, INC$1.8M1
367NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.8M1
368OFI INVEST ASSET MANAGEMENT$1.8M1
369Dai-ichi Life Insurance Company, Ltd$1.8M1
370Lombard Odier Asset Management (Switzerland) SA$1.7M1
371Premier Path Wealth Partners, LLC$1.7M1
372Private Advisor Group, LLC$1.7M1
373Everhart Financial Group, Inc.$1.6M1
374Patriot Financial Group Insurance Agency, LLC$1.6M1
375FAIRFAX FINANCIAL HOLDINGS LTD/ CAN$1.6M1
376Lido Advisors, LLC$1.6M1
377QUADRANT CAPITAL GROUP LLC$1.6M1
378Merit Financial Group, LLC$1.6M1
379&PARTNERS$1.6M1
380OLD NATIONAL BANCORP /IN/$1.5M1
381Steward Partners Investment Advisory, LLC$1.5M1
382Blackstone Inc.$1.5M1
383CHOREO, LLC$1.5M1
384GLENMEDE TRUST CO NA$1.5M1
385Annis Gardner Whiting Capital Advisors, LLC$1.5M1
386BLAIR WILLIAM & CO/IL$1.5M1
387Vise Technologies, Inc.$1.4M1
388Rangeley Capital, LLC$1.4M1
389Versor Investments LP$1.4M1
390Barnes Dennig Private Wealth Management LLC$1.4M1
391MIZUHO MARKETS AMERICAS LLC$1.4M1
392Orion Porfolio Solutions, LLC$1.3M1
393ASSETMARK, INC$1.3M1
394Bleakley Financial Group, LLC$1.3M1
395TWO SIGMA SECURITIES, LLC$1.3M1
396CSS LLC/IL$1.3M1
397Marex Group Ltd$1.3M1
398NewEdge Advisors, LLC$1.3M1
399CIDEL ASSET MANAGEMENT INC$1.2M1
400COLDSTREAM CAPITAL MANAGEMENT INC$1.2M1
401OneDigital Investment Advisors LLC$1.2M1
402Jain Global LLC$1.2M1
403AE Wealth Management LLC$1.2M1
404West Tower Group, LLC$1.2M1
405Apollon Wealth Management, LLC$1.1M1
406TEMA ETFS LLC$1.1M1
407ICICI Prudential Asset Management Co Ltd$1.1M1
408Cresset Asset Management, LLC$1.1M1
409EP Wealth Advisors, LLC$1.1M1
410Laird Norton Wetherby Trust Company, LLC$1.1M1
411Mesirow Financial Investment Management, Inc.$1.1M1
412Banque Cantonale Vaudoise$1.0M1
413Cambria Investment Management, L.P.$1.0M1
414OpenArc Corporate Advisory, LLC$1.0M1
415Callan Family Office, LLC$1.0M1
416TriaGen Wealth Management LLC$1.0M1
417SIGNATUREFD, LLC$1.0M1
418Waverly Advisors, LLC$1.0M1
419EVERGREEN CAPITAL MANAGEMENT LLC$999K1
420Wedmont Private Capital$990K1
421R Squared Ltd$986K1
422Smartleaf Asset Management LLC$982K1
423SAGESPRING WEALTH PARTNERS, LLC$972K1
424MATHER GROUP, LLC.$967K1
425TEACHER RETIREMENT SYSTEM OF TEXAS$961K1
426Ionic Capital Management LLC$961K1
427180 WEALTH ADVISORS, LLC$959K1
428Private Advisory Group LLC$957K1
429GUARDIAN INVESTMENT MANAGEMENT$954K1
430GATEWAY INVESTMENT ADVISERS LLC$940K1
431World Investment Advisors$918K1
432Stone Wealth Partners$916K1
433Net Worth Advisory Group$909K1
434Ensign Peak Advisors, Inc$909K1
435PERSONAL CFO SOLUTIONS, LLC$895K1
436Michels Family Financial, LLC$885K1
437Leonteq Securities AG$871K1
438Capital Investment Advisors, LLC$868K1
439Wealthspire Advisors, LLC$863K1
440Pinnacle Financial Partners, Inc.$853K1
441CITIZENS FINANCIAL GROUP INC/RI$846K1
442Compound Planning, Inc.$835K1
443Texas Yale Capital Corp.$825K1
444Pitcairn Wealth Advisors LLC$816K1
445Signal Advisors Wealth, LLC$811K1
446MAI Capital Management$809K1
447Aaron Wealth Advisors LLC$799K1
448CONTRAVISORY INVESTMENT MANAGEMENT, INC.$786K1
449DLD Asset Management, LP$780K1
450Central Pacific Bank - Trust Division$757K1
451Independent Advisor Alliance$754K1
452111 Capital$751K1
453MERIDIAN INVESTMENT COUNSEL INC.$735K1
454SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$733K1
455Advance Capital Management, Inc.$730K1
456Diversified Investment Strategies, LLC$728K1
457Kovack Advisors, Inc.$718K1
458SANDERS MORRIS HARRIS LLC$713K1
459Strong Retirement Solutions LLC$692K1
460LAZARD ASSET MANAGEMENT LLC$690K1
461Waldron Private Wealth LLC$688K1
462BEESE FULMER INVESTMENT MANAGEMENT, INC.$687K1
463Trust Asset Management LLC$686K1
464Chemistry Wealth Management LLC$684K1
465Concurrent Investment Advisors, LLC$682K1
466VestGen Advisors, LLC$679K1
467KESTRA PRIVATE WEALTH SERVICES, LLC$677K1
468Focus Partners Advisor Solutions, LLC$674K1
469MGO ONE SEVEN LLC$667K1
470Frank, Rimerman Advisors LLC$664K1
471MIRABELLA FINANCIAL SERVICES LLP$659K1
472UMB Bank, n.a.$655K1
473Atria Investments, Inc$648K1
474NORDEN GROUP LLC$647K1
475Auto-Owners Insurance Co$646K1
476Harrington Investments, INC$640K1
477Wakefield Asset Management LLLP$637K1
478EXCHANGE TRADED CONCEPTS, LLC$635K1
479Composition Wealth, LLC$623K1
480Cannon Global Investment Management, LLC$618K1
481Equitable Holdings, Inc.$616K1
482PenderFund Capital Management Ltd.$612K1
483Meeder Advisory Services, Inc.$608K1
484Ballentine Partners, LLC$575K1
485NICOLET BANKSHARES INC$571K1
486Camelot Portfolios, LLC$569K1
487Fort Sheridan Advisors LLC$564K1
488INDEPENDENT FINANCIAL GROUP, LLC$559K1
489BlueCrest Capital Management Ltd$549K1
490Mutual Advisors, LLC$547K1
491Supplemental Annuity Collective Trust of NJ$546K1
492Perigon Wealth Management, LLC$542K1
493Hickory Point Bank & Trust$541K1
494Stratos Wealth Partners, LTD.$539K1
495Brookstone Capital Management$534K1
496GREAT VALLEY ADVISOR GROUP, INC.$526K1
497Integrated Advisors Network LLC$522K1
498Dorsey & Whitney Trust CO LLC$519K1
499REGIONS FINANCIAL CORP$517K1
500VCI Wealth Management LLC$516K1
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)3 buy / 3 sell
Congress net ($ bound)−$42.0K to $42.0K
Filers net (actions)not in build
Filers net ($ 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 WBD

RETAINED WINDOW · ACTIVE HITS
Signal hits naming WBD
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 WBD · financials and macro

Financials — as filed PLANNED

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