Public record / Tickers / WCC

WCC — WESCO INTERNATIONAL INC

Both disclosure regimes on one name: who in Congress filed about WCC, 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
14
all PTR rows naming WCC
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
07-16
filed 2025-07-16
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

Greg Gianforte · $100K–$250K

Purchase · traded 2019-10-11 → filed 2019-11-27. Ranked over every WCC row by the provable lower bound, never a point estimate.

No member disclosed WCC 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.

3 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

1 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. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING WCC · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning WCC
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-07-16Thomas H. Kean, Jr. R–NJ-7SaleTraded 06-23 +23d$1K–$15K
2023-04-13Thomas H. Kean, Jr. R–NJ-7PurchaseTraded 03-16 +28d$15K–$50K
2022-12-29Susie Lee D–NV-3Sale · JT (jointly owned)Traded 11-30 +29d$1K–$15K
2022-08-13Susie Lee D–NV-3Purchase · JT (jointly owned)Traded 2021-01-12 LATE·578d$1K–$15K
2021-03-11Susie Lee D–NV-3Purchase · JT (jointly owned)Traded 02-09 +30d$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 14 ↗

Members active in WCC

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

No member disclosed WCC in the trailing 12 months.

Congress ↔ notable managers · WCC

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
0 $0 held

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

Merged timeline of congressional filings and notable-manager moves on WCC
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+19,154 sh
2026-05-15Bridgewater Associates 13Fnew+1,034 sh
2026-05-14Baupost Group 13Fadd+18,050 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 WCC for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.6B1
2WELLINGTON MANAGEMENT GROUP LLP$985M1
3DIMENSIONAL FUND ADVISORS LP$611M1
4VANGUARD CAPITAL MANAGEMENT LLC$599M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$567M1
6Invesco Ltd.$413M1
7STATE STREET CORP$401M1
8BANK OF AMERICA CORP /DE/$263M1
9MORGAN STANLEY$195M1
10Allspring Global Investments Holdings, LLC$173M1
11Alyeska Investment Group, L.P.$154M1
12BARROW HANLEY MEWHINNEY & STRAUSS LLC$153M1
13FMR LLC$139M1
14AQR CAPITAL MANAGEMENT LLC$139M1
15Artisan Partners Limited Partnership$123M1
16NORTHERN TRUST CORP$119M1
17RAYMOND JAMES FINANCIAL INC$116M1
18Holocene Advisors, LP$104M1
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC$104M1
20NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$102M1
21PRINCIPAL FINANCIAL GROUP INC$99.3M1
22MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$97.8M1
23Copeland Capital Management, LLC$88.0M1
24JENNISON ASSOCIATES LLC$87.3M1
25VANGUARD FIDUCIARY TRUST CO$82.7M1
26UBS Group AG$81.0M1
27PointState Capital LP$80.7M1
28Quantinno Capital Management LP$75.1M1
29Capital Research Global Investors$74.9M1
30AMERICAN CENTURY COMPANIES INC$73.9M1
31ENVESTNET ASSET MANAGEMENT INC$72.1M1
32Nuveen, LLC$70.9M1
33VICTORY CAPITAL MANAGEMENT INC$60.1M1
34SEI INVESTMENTS CO$51.4M1
35ROYAL BANK OF CANADA$49.3M1
36Swedbank AB$48.6M1
37UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$42.8M1
38Vontobel Holding Ltd.$40.2M1
39BNP Paribas Asset Management Holding S.A.$39.3M1
40WELLS FARGO & COMPANY/MN$37.8M1
41Ensign Peak Advisors, Inc$33.4M1
42Gotham Asset Management, LLC$33.1M1
43Freestone Grove Partners LP$32.7M1
44Point72 Asset Management, L.P.$32.4M1
45PZENA INVESTMENT MANAGEMENT LLC$31.1M1
46GUYASUTA INVESTMENT ADVISORS INC$30.5M1
47Retirement Systems of Alabama$29.3M1
48Clean Energy Transition LLP$28.2M1
49CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$26.9M1
50PRUDENTIAL FINANCIAL INC$26.9M1
51CIBC Bancorp USA Inc.$26.6M1
52Swiss National Bank$26.3M1
53Jain Global LLC$25.0M1
54Sea Cliff Partners Management, LP$23.6M1
55Generali Powszechne Towarzystwo Emerytalne$22.6M1
56Rockefeller Capital Management L.P.$21.3M1
57Legal & General Group Plc$20.1M1
58Allianz Asset Management GmbH$19.5M1
59CITIGROUP INC$19.4M1
60MACKENZIE FINANCIAL CORP$19.1M1
61Leeward Investments, LLC - MA$18.9M1
62FRONTIER CAPITAL MANAGEMENT CO LLC$18.0M1
63Bayberry Capital Partners LP$17.0M1
64Corient Private Wealth LLC$16.5M1
65STATE OF WISCONSIN INVESTMENT BOARD$16.1M1
66D.A. DAVIDSON & CO.$15.5M1
67FIRST TRUST ADVISORS LP$15.4M1
68Tidal Investments LLC$15.2M1
69ALLIANCEBERNSTEIN L.P.$14.6M1
70First Eagle Investment Management, LLC$14.0M1
71STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$13.5M1
72Universal- Beteiligungs- und Servicegesellschaft mbH$13.5M1
73LPL Financial LLC$11.4M1
74STOREBRAND ASSET MANAGEMENT AS$11.1M1
75STIFEL FINANCIAL CORP$10.8M1
76LMCG INVESTMENTS, LLC$10.7M1
77FRANKLIN RESOURCES INC$10.5M1
78Empowered Funds, LLC$10.4M1
79VANGUARD ASSET MANAGEMENT, Ltd$10.3M1
80Black Cypress Capital Management, LLC$10.2M1
81Federation des caisses Desjardins du Quebec$10.0M1
82HighTower Advisors, LLC$10.0M1
83Robeco Schweiz AG$9.6M1
84ROYCE & ASSOCIATES LP$9.5M1
85MANUFACTURERS LIFE INSURANCE COMPANY, THE$9.5M1
86FIFTH THIRD BANCORP$8.9M1
87Galvin, Gaustad & Stein, LLC$8.9M1
88OPPENHEIMER & CO INC$8.8M1
89Granite Investment Partners, LLC$8.5M1
90Albar Capital Partners LLP$8.2M1
91FACT Capital, LP$8.1M1
92Cerity Partners LLC$7.9M1
93WEDGE CAPITAL MANAGEMENT L L P/NC$7.9M1
94CASTLEARK MANAGEMENT LLC$7.8M1
95SCHRODER INVESTMENT MANAGEMENT GROUP$7.7M1
96Zurcher Kantonalbank (Zurich Cantonalbank)$7.2M1
97Kailix Advisors LLC$7.0M1
98BARCLAYS PLC$7.0M1
99Carnegie Lake Advisors LLC$6.6M1
100MILLENNIUM MANAGEMENT LLC$6.6M1
101SeaBridge Investment Advisors LLC$6.0M1
102VOYA INVESTMENT MANAGEMENT LLC$6.0M1
103Janus Henderson Group Ltd.$5.9M1
104HEARTLAND ADVISORS INC$5.9M1
105Illinois Municipal Retirement Fund$5.8M1
106FEDERATED HERMES, INC.$5.7M1
107D. E. Shaw & Co., Inc.$5.7M1
108Vanguard Global Advisers, LLC$5.6M1
109OP Asset Management Ltd$5.2M1
110MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$5.1M1
111Sequoia Financial Advisors, LLC$5.0M1
112RBF Capital, LLC$4.9M1
113Focus Partners Wealth$4.5M1
114ASSETMARK, INC$4.5M1
115CREDIT AGRICOLE S A$4.4M1
116Blackstone Inc.$4.4M1
117State of New Jersey Common Pension Fund D$4.3M1
118DEUTSCHE BANK AG\$4.3M1
119YOUSIF CAPITAL MANAGEMENT, LLC$4.2M1
120Regency Capital Management Inc.\DE$4.2M1
121CWM, LLC$4.1M1
122Cetera Investment Advisers$4.1M1
123WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.0M1
124Grantham, Mayo, Van Otterloo & Co. LLC$4.0M1
125Ameritas Investment Partners, Inc.$3.9M1
126Amundi$3.9M1
127VISTA INVESTMENT MANAGEMENT$3.8M1
128BRANT POINT INVESTMENT MANAGEMENT LLC$3.8M1
129Arizona State Retirement System$3.7M1
130JANE STREET GROUP, LLC$3.6M1
131MML INVESTORS SERVICES, LLC$3.6M1
132NOMURA ASSET MANAGEMENT CO LTD$3.6M1
133BANK OF MONTREAL /CAN/$3.5M1
134Vanguard Investments Australia, Ltd.$3.3M1
135COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.3M1
136TEACHER RETIREMENT SYSTEM OF TEXAS$3.3M1
137STATE OF MICHIGAN RETIREMENT SYSTEM$3.2M1
138BLI - Banque de Luxembourg Investments$3.2M1
139Sanctuary Advisors, LLC$3.1M1
140MERCER GLOBAL ADVISORS INC /ADV$3.1M1
141Summit Trail Advisors, LLC$3.0M1
142IEQ CAPITAL, LLC$3.0M1
143Ethic Inc.$3.0M1
144NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$3.0M1
145Creative Planning$3.0M1
146OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.7M1
147Coastal Bridge Advisors, LLC$2.7M1
148NewEdge Advisors, LLC$2.6M1
149Mariner, LLC$2.5M1
150Vestmark Advisory Solutions, Inc.$2.5M1
151SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.4M1
152O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.3M1
153TRUIST FINANCIAL CORP$2.3M1
154Global Trust Asset Management, LLC$2.2M1
155Pictet Asset Management Holding SA$2.2M1
156COOKSON PEIRCE & CO INC$2.1M1
157CIBC WORLD MARKET INC.$2.1M1
158Private Harbour Investment Management & Counsel, LLC$2.1M1
159HANCOCK WHITNEY CORP$2.1M1
16044 WEALTH MANAGEMENT LLC$2.0M1
161HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$2.0M1
162Cornerstone Select Advisors, LLC$2.0M1
163EASTERLY INVESTMENT PARTNERS LLC$1.9M1
164Diversified Enterprises, LLC$1.9M1
165SCOPUS ASSET MANAGEMENT, L.P.$1.9M1
166ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC$1.9M1
167CANADA PENSION PLAN INVESTMENT BOARD$1.8M1
168Krilogy Financial LLC$1.8M1
169Vanguard Personalized Indexing Management, LLC$1.8M1
170XML Financial, LLC$1.8M1
171Cornell Pochily Investment Advisors, Inc.$1.7M1
172Lighthouse Investment Partners, LLC$1.7M1
173NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.7M1
174XPONANCE LLC$1.6M1
175M&T BANK CORP$1.6M1
176CITADEL ADVISORS LLC$1.6M1
177&PARTNERS$1.6M1
178Mitsubishi UFJ Trust & Banking Corp$1.6M1
179US BANCORP \DE\$1.6M1
180Prospera Financial Services Inc$1.6M1
181Brevan Howard Capital Management LP$1.6M1
182Skylands Capital, LLC$1.5M1
183NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.5M1
184Brooklyn Investment Group$1.5M1
185MAVERICK CAPITAL LTD$1.5M1
186Caprock Group, LLC$1.5M1
187INTECH INVESTMENT MANAGEMENT LLC$1.5M1
188LAZARD ASSET MANAGEMENT LLC$1.4M1
189Everest Financial Group LLC$1.3M1
190KESTRA PRIVATE WEALTH SERVICES, LLC$1.3M1
191OSAIC HOLDINGS, INC.$1.3M1
192COMMONWEALTH EQUITY SERVICES, LLC$1.3M1
193JAMES INVESTMENT RESEARCH, INC.$1.3M1
194IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3M1
195Allworth Financial LP$1.3M1
196OPPENHEIMER ASSET MANAGEMENT INC.$1.3M1
197Atria Investments, Inc$1.2M1
198Pathstone Holdings, LLC$1.2M1
199PEDDOCK CAPITAL ADVISORS, LLC$1.1M1
200Auxano Advisors, LLC$1.1M1
201Rehmann Capital Advisory Group$1.1M1
202ALERUS FINANCIAL NA$1.0M1
203J.W. COLE ADVISORS, INC.$1.0M1
204SECURIAN ASSET MANAGEMENT, INC$997K1
205CHOREO, LLC$974K1
206Arax Advisory Partners$972K1
207EVOLVE PRIVATE WEALTH, LLC$955K1
208Steward Partners Investment Advisory, LLC$945K1
20917 CAPITAL PARTNERS, LLC$932K1
210Spruce Point Capital Management, LLC$931K1
211Laird Norton Wetherby Trust Company, LLC$909K1
212FORMULA GROWTH LTD$903K1
213Avantra Family Wealth, Inc.$902K1
214Pekin Hardy Strauss, Inc.$900K1
215QUADRANT CAPITAL GROUP LLC$893K1
216Crossmark Global Holdings, Inc.$891K1
217PINNACLE ASSOCIATES LTD$885K1
218Total Wealth Planning & Management, Inc.$867K1
219Snowden Capital Advisors LLC$864K1
220Chicago Partners Investment Group LLC$844K1
221Cresset Asset Management, LLC$842K1
222Abacus Planning Group, Inc.$841K1
223NATIXIS$806K1
224Beacon Pointe Advisors, LLC$803K1
225Inscription Capital, LLC$798K1
226EVERGREEN CAPITAL MANAGEMENT LLC$794K1
227Swiss Life Asset Management Ltd$791K1
228WASHINGTON CAPITAL MANAGEMENT, INC$788K1
229Pallas Capital Advisors LLC$781K1
230Meixler Investment Management, Ltd.$767K1
231Aspire Growth Partners LLC$765K1
232INCEPTIONR LLC$762K1
233VestGen Advisors, LLC$760K1
234Kestra Advisory Services, LLC$741K1
235Verition Fund Management LLC$733K1
236Perigon Wealth Management, LLC$727K1
237Focus Partners Advisor Solutions, LLC$706K1
238Oak Thistle LLC$702K1
239Utah Retirement Systems$693K1
240TECTONIC ADVISORS LLC$685K1
241WealthTrust Axiom LLC$677K1
242Legato Capital Management LLC$672K1
243VARCOV Co.$666K1
244Tower Research Capital LLC (TRC)$665K1
245Merit Financial Group, LLC$665K1
246Maryland State Retirement & Pension System$657K1
247Jefferies Financial Group Inc.$630K1
248Ashton Thomas Private Wealth, LLC$622K1
249MONTGOMERY INVESTMENT MANAGEMENT INC$618K1
250CI INVESTMENTS INC.$611K1
251Aaron Wealth Advisors LLC$583K1
252HSBC HOLDINGS PLC$536K1
253GREAT LAKES ADVISORS, LLC$534K1
254ProShare Advisors LLC$534K1
255TOCQUEVILLE ASSET MANAGEMENT L.P.$520K1
256COMMERCE BANK$514K1
257Savant Capital, LLC$512K1
258Institute for Wealth Management, LLC.$502K1
259LEVEL FOUR ADVISORY SERVICES, LLC$502K1
260Southeast Asset Advisors, LLC$498K1
261Kera Capital Partners, Inc.$493K1
262Vise Technologies, Inc.$485K1
263TD Waterhouse Canada Inc.$479K1
264Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$472K1
265Perbak Capital Partners LLP$469K1
266PANAGORA ASSET MANAGEMENT INC$466K1
267Sagewood Asset Management LP$465K1
268Banque Transatlantique SA$463K1
269Waratah Capital Advisors Ltd.$449K1
270Quantum Portfolio Management LLC$449K1
271SHELTON CAPITAL MANAGEMENT$440K1
272World Investment Advisors$440K1
273CIBC Asset Management Inc$435K1
274Fragasso Financial Advisors Inc$434K1
275Concurrent Investment Advisors, LLC$426K1
276SHEETS SMITH WEALTH MANAGEMENT$419K1
277HB Wealth Management, LLC$412K1
278J. Safra Sarasin Holding AG$405K1
279PERSONAL CFO SOLUTIONS, LLC$396K1
280BAUPOST GROUP LLC/MA$393K1
281Fulcrum Capital LLC$391K1
282North Dakota State Investment Board$383K1
283Savvy Advisors, Inc.$378K1
284HUB Investment Partners, LLC$372K1
285Prairie Wealth Advisors, Inc.$370K1
286ELEVATION POINT WEALTH PARTNERS, LLC$368K1
287Baron Wealth Management LLC$364K1
288Banque Cantonale Vaudoise$359K1
289Koshinski Asset Management, Inc.$357K1
290Baker Avenue Asset Management, LP$357K1
291Bank of Marin$354K1
292Callan Family Office, LLC$338K1
293COLDSTREAM CAPITAL MANAGEMENT INC$336K1
294Saiph Capital, LLC$320K1
295Bridgefront Capital, LLC$319K1
296BLAIR WILLIAM & CO/IL$319K1
297W ADVISORS, LLC$319K1
298Malaga Cove Capital, LLC$314K1
299Meiji Yasuda Asset Management Co Ltd.$307K1
300Ausdal Financial Partners, Inc.$301K1
301GRIMES & Co WEALTH MANAGEMENT, LLC$301K1
302PRINCIPAL SECURITIES, INC.$293K1
303Orion Porfolio Solutions, LLC$291K1
304CenterBook Partners LP$291K1
305VELA Investment Management, LLC$290K1
306Frec Markets, Inc.$288K1
307SIGNATUREFD, LLC$288K1
308Eurizon Capital SGR S.p.A.$283K1
309Bridgewater Associates, LP$283K1
310Bravias Capital Group, LLC$280K1
311DAVENPORT & Co LLC$274K1
312Meeder Advisory Services, Inc.$274K1
313Integrity Advisory Solutions, LLC$274K1
314INSIGNEO ADVISORY SERVICES, LLC$269K1
315OpenArc Corporate Advisory, LLC$268K1
316Compound Planning, Inc.$263K1
317Bull Harbor Capital LLC$257K1
318SAGESPRING WEALTH PARTNERS, LLC$254K1
319QRG CAPITAL MANAGEMENT, INC.$252K1
320Core Wealth Partners LLC$251K1
321FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$250K1
322Kestra Investment Management, LLC$247K1
323Ballentine Partners, LLC$245K1
324PROFUND ADVISORS LLC$242K1
325Private Advisor Group, LLC$239K1
326Envestnet Portfolio Solutions, Inc.$230K1
327Cambria Investment Management, L.P.$230K1
328Net Worth Advisory Group$227K1
329Platform Technology Partners$226K1
330STEPHENS INC /AR/$224K1
331MGO ONE SEVEN LLC$224K1
332EP Wealth Advisors, LLC$217K1
333Vident Advisory, LLC$216K1
334NorthCrest Asset Manangement, LLC$215K1
335Jeter Robert S II$215K1
336UNITED CAPITAL FINANCIAL ADVISORS, LLC$214K1
337PCM Encore, LLC$213K1
338Parkside Financial Bank & Trust$212K1
339RITHOLTZ WEALTH MANAGEMENT$212K1
340PRELUDE CAPITAL MANAGEMENT, LLC$211K1
341SAGE RHINO CAPITAL LLC$211K1
342TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$211K1
343U.S. Capital Wealth Advisors, LLC$202K1
344MAI Capital Management$190K1
345UMB Bank, n.a.$153K1
346ARCADIA INVESTMENT MANAGEMENT CORP/MI$150K1
347Advisors Asset Management, Inc.$129K1
348Smartleaf Asset Management LLC$128K1
349Caitong International Asset Management Co., Ltd$125K1
350State of Wyoming$121K1
351Walleye Trading LLC$118K1
352INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$110K1
353EFG International AG$109K1
354Havemeyer Place LP$86.2K1
355NATIONAL BANK OF CANADA /FI/$86.1K1
356RMG Wealth Management LLC$84.2K1
357Aster Capital Management (DIFC) Ltd$83.4K1
358Clearstead Advisors, LLC$76.1K1
359Walleye Capital LLC$70.9K1
360Global Assets Advisory, LLC$68.4K1
361NATIXIS ADVISORS, LLC$63.3K1
362Deseret Mutual Benefit Administrators$62.9K1
363Pinnacle Wealth Planning Services, Inc.$59.9K1
364THRIVENT FINANCIAL FOR LUTHERANS$52.5K1
365Mitsubishi UFJ Asset Management Co., Ltd.$51.7K1
366Wilmington Savings Fund Society, FSB$51.2K1
367Larson Financial Group LLC$50.3K1
368SJS Investment Consulting Inc.$49.0K1
369MACQUARIE GROUP LTD$44.3K1
370True Wealth Design, LLC$40.8K1
371WPG Advisers, LLC$29.0K1
372Private Wealth Management Group, LLC$27.6K1
373CVA Family Office, LLC$24.6K1
374Quarry LP$24.6K1
375Transamerica Financial Advisors, LLC$21.9K1
376Bell Investment Advisors, Inc$21.3K1
377MB, LEVIS & ASSOCIATES, LLC$21.2K1
378JFS WEALTH ADVISORS, LLC$21.1K1
379Key FInancial Inc$19.2K1
380Destiny Wealth Partners, LLC$19.2K1
381Keating Financial Advisory Services, Inc.$17.8K1
382ENTRUST FINANCIAL LLC$17.5K1
383MATHER GROUP, LLC.$17.2K1
384JONES FINANCIAL COMPANIES LLLP$17.0K1
385Glen Eagle Advisors, LLC$15.6K1
386Retirement Wealth Solutions LLC$15.3K1
387TD Capital Management LLC$14.8K1
388Owl Creek Wealth Partners LLC$14.0K1
389Orion Capital Management LLC$13.7K1
390Leonteq Securities AG$13.1K1
391South Dakota Investment Council$11.7K1
392Salomon & Ludwin, LLC$11.4K1
393Blue Trust, Inc.$11.2K1
394MCF Advisors LLC$10.4K1
395United Financial Planning Group LLC$10.4K1
396CANADA LIFE ASSURANCE Co$9.5K1
397Spire Wealth Management$9.0K1
398ALGERT GLOBAL LLC$8.8K1
399Dogwood Wealth Management LLC$8.8K1
400MEEDER ASSET MANAGEMENT INC$7.4K1
401Medallion Wealth Advisors, LLC$7.4K1
402Frazier Financial Advisors, LLC$7.1K1
403Valued Wealth Advisors LLC$6.3K1
404Treasurer of the State of North Carolina$5.6K1
405CHASE INVESTMENT COUNSEL CORP$5.3K1
406HHM Wealth Advisors, LLC$5.2K1
407Rialto Wealth Management, LLC$5.2K1
408Clearstead Trust, LLC$4.7K1
409PARK AVENUE SECURITIES LLC$4.5K1
410Activest Wealth Management$4.1K1
411DiNuzzo Private Wealth, Inc.$3.8K1
412Olstein Capital Management, L.P.$3.6K1
413Delos Wealth Advisors, LLC$3.3K1
414ELEVATION WEALTH PARTNERS, LLC$3.3K1
415Benson Wealth Management INC$3.0K1
416Prestige Wealth Management Group LLC$2.7K1
417Physician Wealth Advisors, Inc.$2.5K1
418SHIKIAR ASSET MANAGEMENT INC$2.4K1
419Cromwell Holdings LLC$1.9K1
420ALBION FINANCIAL GROUP /UT$1.4K1
421HFM Investment Advisors, LLC$1.4K1
422Sunrise Financial Services, LLC$1.4K1
423State of Alaska, Department of Revenue$1.3K1
424SouthState Bank Corp$1.1K1
425CENTRAL TRUST Co$8211
426Vermillion Wealth Management, Inc.$8211
427Signature Equity Partners, LLC$8211
428MV CAPITAL MANAGEMENT, INC.$5481
429DecisionPoint Financial, LLC$5481
430Smithfield Trust Co$5261
431Virtu Financial LLC$4341
432KBC Group NV$4201
433Abound Wealth Management$4001
434Investors Portfolio Services LLC$3611
435GHP Investment Advisors, Inc.$2741
436Kilter Group LLC$2741
437Centerpoint Advisors, LLC$251
438Capital Advisors, Ltd. LLC$131
439CX Institutional$121
440Capital Analysts, LLC$41
441Avion Wealth$01
442VANGUARD GROUP INC$01
443GLENMEDE TRUST CO NA$01
444BAILARD, INC.$01
445HARBOUR INVESTMENTS, INC.$01
446Brandywine Global Investment Management, LLC$01
447COMERICA BANK$01
448TORONTO DOMINION BANK$01
449SANDLER CAPITAL MANAGEMENT$01
450VIRGINIA RETIREMENT SYSTEMS ET Al$01
451CIBC WORLD MARKETS CORP$01
452SIG BROKERAGE, LP$01
453ADAGE CAPITAL PARTNERS GP, L.L.C.$01
454STEADFAST CAPITAL MANAGEMENT LP$01
455BALYASNY ASSET MANAGEMENT L.P.$01
456CIBC Private Wealth Group LLC$01
457TimesSquare Capital Management, LLC$01
458Graham Capital Management, L.P.$01
459Magnetar Financial LLC$01
460GSA CAPITAL PARTNERS LLP$01
461NORGES BANK$01
462Rafferty Asset Management, LLC$01
463PEAK6 LLC$01
464Hudson Bay Capital Management LP$01
465TWO SIGMA SECURITIES, LLC$01
466HRT FINANCIAL LP$01
467SIMPLEX TRADING, LLC$01
468Lombard Odier Asset Management (USA) Corp$01
469FOX RUN MANAGEMENT, L.L.C.$01
470Dynamic Technology Lab Private Ltd$01
471LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$01
472Vestcor Inc$01
473MIRABELLA FINANCIAL SERVICES LLP$01
474Baader Bank Aktiengesellschaft$01
475Assenagon Asset Management S.A.$01
476Friedenthal Financial$01
477Quaker Capital Investments, LLC$01
478ISTHMUS PARTNERS, LLC$01
479Oliver Luxxe Assets LLC$01
480OneDigital Investment Advisors LLC$01
481SIMON QUICK ADVISORS, LLC$01
482Counterpoint Mutual Funds LLC$01
483DV Trading LLC$01
484Blueshift Asset Management, LLC$01
485Qube Research & Technologies Ltd$01
486Ceredex Value Advisors LLC$01
487CreativeOne Wealth, LLC$01
488AIGEN INVESTMENT MANAGEMENT, LP$01
489Global Retirement Partners, LLC$01
490Delta Investment Management, LLC$01
491Trek Financial, LLC$01
492TWINBEECH CAPITAL LP$01
493Y-Intercept (Hong Kong) Ltd$01
494NICOLET ADVISORY SERVICES, LLC$01
495Cinctive Capital Management LP$01
496CBIZ Investment Advisory Services, LLC$01
497XTX Topco Ltd$01
498EMC Capital Management$01
499Concentric Capital Strategies, LP$01
500TUCKER ASSET MANAGEMENT LLC$01
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)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 WCC

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for WCC · financials and macro

Financials — as filed PLANNED

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