Public record / Tickers / WM

WM — WASTE MANAGEMENT INC

Both disclosure regimes on one name: who in Congress filed about WM, 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
57
all PTR rows naming WM
Members · 12m
2
1 buys · 1 sells · by trade date
Latest PTR
01-14
filed 2026-01-14
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

Daniel S. Goldman · $50.0K–$100K

Sale · traded 2023-03-06 → filed 2023-04-17. Ranked over every WM row by the provable lower bound, never a point estimate.

2 members · 1 buys / 1 sells

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

19 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

6 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. 6 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING WM · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning WM
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-01-14Rick Larsen D–WA-2PurchaseTraded 01-07 +7d$1K–$15K
2025-10-10Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 09-26 +14d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 06-24 LATE·50d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2025-06-09Robert P. Bresnahan, Jr. R–PA-8SaleTraded 05-15 +25d$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 57 ↗

Members active in WM

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing WM 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−$15.0K to −$1.0K2
Rick Larsen D–WA-21$1.0K to $15.0K1

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

Congress ↔ notable managers · WM

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

Adding
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · Waste Management Inc

Merged timeline of congressional filings and notable-manager moves on WM
DateWhoChangeSize
2026-05-15Gates Foundation Trust 13Ftrim−1,292,000 sh
2026-05-15Gotham Asset Management 13Ftrim−1,684 sh
2026-05-15Moore Capital Management 13Fexit−47,124 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

full holders view ↗
Top institutional holders of WM for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$6.9B1
2GATES FOUNDATION TRUST$6.4B1
3VANGUARD CAPITAL MANAGEMENT LLC$5.8B1
4STATE STREET CORP$4.0B1
5VANGUARD PORTFOLIO MANAGEMENT LLC$2.4B1
6GEODE CAPITAL MANAGEMENT, LLC$2.1B1
7Capital Research Global Investors$2.0B1
8AMERIPRISE FINANCIAL INC$1.7B1
9MORGAN STANLEY$1.6B1
10PARNASSUS INVESTMENTS, LLC$1.1B1
11ROYAL BANK OF CANADA$1.0B1
12WELLS FARGO & COMPANY/MN$979M1
13NORTHERN TRUST CORP$898M1
14NORDEA INVESTMENT MANAGEMENT AB$794M1
15BANK OF AMERICA CORP /DE/$770M1
16UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$709M1
17Amundi$686M1
18Vontobel Holding Ltd.$673M1
19BARCLAYS PLC$626M1
20Legal & General Group Plc$608M1
21Clearbridge Investments, LLC$569M1
22Swedbank AB$550M1
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$540M1
24DIMENSIONAL FUND ADVISORS LP$533M1
25DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$518M1
26UBS Group AG$508M1
27VANGUARD FIDUCIARY TRUST CO$498M1
28STIFEL FINANCIAL CORP$491M1
29Bank of New York Mellon Corp$483M1
30DEUTSCHE BANK AG\$469M1
31TWO SIGMA INVESTMENTS, LP$469M1
32Sustainable Growth Advisers, LP$465M1
33Invesco Ltd.$434M1
34BANK OF MONTREAL /CAN/$427M1
35RAYMOND JAMES FINANCIAL INC$424M1
36Nuveen, LLC$404M1
37DIAMOND HILL CAPITAL MANAGEMENT INC$363M1
38Pictet Asset Management Holding SA$347M1
39Morgan Stanley Institutional Investment Advisors LLC$340M1
40LAZARD ASSET MANAGEMENT LLC$319M1
41Mirova US LLC$313M1
42STOREBRAND ASSET MANAGEMENT AS$306M1
43BANQUE PICTET & CIE SA$299M1
44Swiss National Bank$272M1
45Capital International Investors$262M1
46ALLIANCEBERNSTEIN L.P.$258M1
47LPL Financial LLC$251M1
48ENVESTNET ASSET MANAGEMENT INC$240M1
49National Pension Service$217M1
50VOYA INVESTMENT MANAGEMENT LLC$209M1
51FMR LLC$206M1
52Sumitomo Mitsui Trust Group, Inc.$206M1
53HSBC HOLDINGS PLC$205M1
54Mitsubishi UFJ Asset Management Co., Ltd.$202M1
55Vanguard Global Advisers, LLC$187M1
56ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$185M1
57CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$182M1
58SCOTIA CAPITAL INC.$167M1
59VANGUARD ASSET MANAGEMENT, Ltd$150M1
60JENSEN INVESTMENT MANAGEMENT INC$150M1
61DANSKE BANK A/S$149M1
62Mariner, LLC$140M1
63Ensign Peak Advisors, Inc$135M1
64Cerity Partners LLC$133M1
65BNP Paribas Asset Management Holding S.A.$131M1
66JOHNSON INVESTMENT COUNSEL INC$130M1
67Allianz Asset Management GmbH$128M1
68NATIONAL BANK OF CANADA /FI/$126M1
69DnB Asset Management AS$125M1
70Bank Julius Baer & Co. Ltd, Zurich$124M1
71Aberdeen Group plc$122M1
72AVIVA PLC$120M1
73Alyeska Investment Group, L.P.$118M1
74Focus Partners Wealth$116M1
75Empower Advisory Group, LLC$114M1
76BLAIR WILLIAM & CO/IL$111M1
77AGF MANAGEMENT LTD$108M1
78BAHL & GAYNOR INC$108M1
79REGIONS FINANCIAL CORP$108M1
80PFA Pension, Forsikringsaktieselskab$108M1
81PRINCIPAL FINANCIAL GROUP INC$106M1
82TCTC Holdings, LLC$105M1
83NOMURA ASSET MANAGEMENT CO LTD$102M1
84MASSACHUSETTS FINANCIAL SERVICES CO /MA/$102M1
85WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$101M1
86NEW YORK STATE COMMON RETIREMENT FUND$100M1
87AQR CAPITAL MANAGEMENT LLC$98.6M1
88Qube Research & Technologies Ltd$97.5M1
89Squarepoint Ops LLC$96.1M1
90LOCUST WOOD CAPITAL ADVISERS, LLC$94.6M1
91SCHRODER INVESTMENT MANAGEMENT GROUP$93.2M1
92MAIRS & POWER INC$91.5M1
93CREDIT AGRICOLE S A$87.4M1
94Cetera Investment Advisers$86.6M1
95GUGGENHEIM CAPITAL LLC$86.3M1
96Universal- Beteiligungs- und Servicegesellschaft mbH$85.2M1
97ABN AMRO INVESTMENT SOLUTIONS$84.7M1
98Zurich Insurance Group Ltd/FI$83.1M1
99Clark Capital Management Group, Inc.$83.1M1
100Quantinno Capital Management LP$82.6M1
101ADAGE CAPITAL PARTNERS GP, L.L.C.$82.4M1
102TRUIST FINANCIAL CORP$82.0M1
103CITIGROUP INC$81.6M1
104Baird Financial Group, Inc.$81.0M1
105CANADA PENSION PLAN INVESTMENT BOARD$81.0M1
106JACOBS LEVY EQUITY MANAGEMENT, INC$80.5M1
107Compagnie Lombard Odier SCmA$76.8M1
108STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$73.9M1
109FRANKLIN RESOURCES INC$73.8M1
110FIFTH THIRD BANCORP$73.7M1
111Corient Private Wealth LLC$72.3M1
112BARTLETT & CO. WEALTH MANAGEMENT LLC$72.0M1
113APG Asset Management N.V.$71.2M1
114KORNITZER CAPITAL MANAGEMENT INC /KS$70.0M1
115HighTower Advisors, LLC$70.0M1
116Sterling Capital Management LLC$68.8M1
117Mitsubishi UFJ Trust & Banking Corp$67.1M1
118Candriam S.C.A.$67.0M1
119Korea Investment CORP$65.2M1
120FIRST TRUST ADVISORS LP$64.4M1
121PRIMECAP MANAGEMENT CO/CA/$63.8M1
122TD ASSET MANAGEMENT INC$62.9M1
123KING LUTHER CAPITAL MANAGEMENT CORP$62.9M1
124COMMERCE BANK$62.8M1
125SEI INVESTMENTS CO$62.7M1
126SATURNA CAPITAL CORP$62.3M1
127EP Wealth Advisors, LLC$57.2M1
128Zurcher Kantonalbank (Zurich Cantonalbank)$55.7M1
129BERKSHIRE ASSET MANAGEMENT LLC/PA$54.8M1
130KLP KAPITALFORVALTNING AS$54.5M1
131Haverford Trust Co$53.9M1
132FIL Ltd$53.7M1
133CIBC WORLD MARKET INC.$53.6M1
134Retirement Systems of Alabama$53.4M1
135Covea Finance$53.2M1
136COMMONWEALTH EQUITY SERVICES, LLC$53.1M1
137Calamos Advisors LLC$53.1M1
138SEB Asset Management AB$52.7M1
139FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$52.4M1
140EDMOND DE ROTHSCHILD HOLDING S.A.$51.2M1
141YCG, LLC$50.7M1
142STATE OF WISCONSIN INVESTMENT BOARD$50.3M1
143Sequoia Financial Advisors, LLC$49.8M1
144Rockefeller Capital Management L.P.$49.1M1
145Kimelman & Baird, LLC$47.5M1
146OSAIC HOLDINGS, INC.$47.2M1
147Investment Management Corp of Ontario$47.1M1
148Blue Whale Capital LLP$46.8M1
149MANUFACTURERS LIFE INSURANCE COMPANY, THE$46.1M1
150Vanguard Investments Australia, Ltd.$45.9M1
151CAPITAL ADVISORS INC/OK$45.5M1
152US BANCORP \DE\$45.2M1
153Assenagon Asset Management S.A.$45.0M1
154ROYAL LONDON ASSET MANAGEMENT LTD$44.8M1
155Ceredex Value Advisors LLC$44.8M1
156GATEWAY INVESTMENT ADVISERS LLC$44.6M1
157Creative Planning$43.6M1
158HANCOCK WHITNEY CORP$43.6M1
159M&T BANK CORP$43.4M1
160Asset Management One Co., Ltd.$43.4M1
161MOODY LYNN LIEBERSON & WALKER, LLC$43.2M1
162KCM INVESTMENT ADVISORS LLC$42.5M1
163Chevy Chase Trust Holdings, LLC$42.1M1
164AMI ASSET MANAGEMENT CORP$40.8M1
165PARK NATIONAL CORP /OH/$40.3M1
166VICTORY CAPITAL MANAGEMENT INC$39.8M1
167PRUDENTIAL FINANCIAL INC$39.7M1
168Robeco Schweiz AG$39.2M1
169Lansforsakringar Fondforvaltning AB (publ)$39.2M1
170EASTERN BANK$39.1M1
171MACKENZIE FINANCIAL CORP$39.1M1
172CHILTON CAPITAL MANAGEMENT LLC$38.9M1
173Banco Santander, S.A.$36.5M1
174Resona Asset Management Co.,Ltd.$36.4M1
175CIBC Asset Management Inc$35.5M1
176Kestra Advisory Services, LLC$35.3M1
177WATERS PARKERSON & CO., LLC$35.3M1
178Allspring Global Investments Holdings, LLC$34.6M1
179PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$34.6M1
180Systematic Alpha Investments, LLC$34.3M1
181Stack Financial Management, Inc$33.6M1
182TD Waterhouse Canada Inc.$33.3M1
183PITTENGER & ANDERSON INC$33.0M1
184FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$32.6M1
185NORTHEAST INVESTMENT MANAGEMENT$32.5M1
186BANK OF NOVA SCOTIA$32.3M1
187Pinnacle Financial Partners, Inc.$31.7M1
188State of New Jersey Common Pension Fund D$31.4M1
189Blue Chip Partners, LLC$31.3M1
190Destination Wealth Management$31.2M1
191INVESTMENT HOUSE LLC$30.2M1
192UniSuper Management Pty Ltd$30.1M1
193O'SHAUGHNESSY ASSET MANAGEMENT, LLC$30.1M1
194CIBC Bancorp USA Inc.$30.1M1
195SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$29.7M1
196FOSTER DYKEMA CABOT & PARTNERS, LLC$29.5M1
197B. Metzler seel. Sohn & Co. AG$29.4M1
198MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$29.2M1
199Federation des caisses Desjardins du Quebec$28.5M1
200Waverly Advisors, LLC$28.4M1
201Tredje AP-fonden$28.4M1
202Eurizon Capital SGR S.p.A.$28.1M1
203BALDWIN WEALTH PARTNERS LLC/MA$27.8M1
204Quintet Private Bank (Europe) S.A.$27.7M1
205MAI Capital Management$26.9M1
206CWM, LLC$26.6M1
207STEPHENS INC /AR/$26.6M1
208Zimmer Partners, LP$26.4M1
209ALTA CAPITAL MANAGEMENT LLC/$26.3M1
210WELLINGTON MANAGEMENT GROUP LLP$26.1M1
211TORONTO DOMINION BANK$26.0M1
212Arbejdsmarkedets Tillaegspension$25.9M1
213Arizona State Retirement System$25.4M1
214Titan Investment Solutions Ltd$25.2M1
215OPPENHEIMER & CO INC$25.2M1
216XPONANCE LLC$24.8M1
217GUARDIAN CAPITAL LP$24.2M1
218D.A. DAVIDSON & CO.$24.0M1
219MetLife Investment Management, LLC$23.8M1
220CITADEL ADVISORS LLC$23.7M1
221Czech National Bank$23.2M1
222LIBERTY ONE INVESTMENT MANAGEMENT, LLC$23.2M1
223Private Advisor Group, LLC$22.5M1
224BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$22.5M1
225Midwest Trust Co$22.3M1
226STATE OF MICHIGAN RETIREMENT SYSTEM$22.3M1
227Clearstead Advisors, LLC$21.9M1
228Mediolanum International Funds Ltd$21.8M1
229NewEdge Advisors, LLC$21.5M1
230Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.$21.3M1
231&PARTNERS$21.3M1
232Chesley Taft & Associates LLC$21.1M1
233MML INVESTORS SERVICES, LLC$21.0M1
234Mirae Asset Global Investments Co., Ltd.$20.3M1
235Sumitomo Mitsui DS Asset Management Company, Ltd$20.2M1
236MARTINGALE ASSET MANAGEMENT L P$20.1M1
237BROWN ADVISORY INC$19.9M1
238COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.9M1
239TOCQUEVILLE ASSET MANAGEMENT L.P.$19.7M1
240ING GROEP NV$19.5M1
241NISSAY ASSET MANAGEMENT CORP /JAPAN$19.4M1
242NISA INVESTMENT ADVISORS, LLC$19.2M1
243SUSQUEHANNA INTERNATIONAL GROUP, LLP$19.1M1
244Lombard Odier Asset Management (Europe) Ltd$19.0M1
245Wealthfront Advisers LLC$19.0M1
246Woodbridge CO LTD$19.0M1
247Daiwa Securities Group Inc.$18.8M1
248Varma Mutual Pension Insurance Co$18.8M1
249NATIXIS$18.8M1
250Dai-ichi Life Insurance Company, Ltd$18.5M1
251BAILARD, INC.$18.3M1
252SAPIENT CAPITAL LLC$18.3M1
253Bank Pictet & Cie (Europe) AG$18.3M1
254Sanctuary Advisors, LLC$18.2M1
255USS Investment Management Ltd$17.9M1
256Orion Porfolio Solutions, LLC$17.7M1
257BENJAMIN EDWARDS INC$17.7M1
258IFM Investors Pty Ltd$17.3M1
259Edge Wealth Management LLC$17.3M1
260Townsend & Associates, Inc$17.0M1
261PINNACLE ASSOCIATES LTD$16.8M1
262Perpetual Ltd$16.7M1
263Dakota Wealth Management$16.7M1
264TEACHER RETIREMENT SYSTEM OF TEXAS$16.5M1
265FUNDSMITH INVESTMENT SERVICES LTD.$16.2M1
266CIDEL ASSET MANAGEMENT INC$16.2M1
267Atwater Malick LLC$16.2M1
268Willis Investment Counsel$15.8M1
269Quilter Plc$15.8M1
270Union Bancaire Privee, UBP SA$15.7M1
271FARMERS & MERCHANTS INVESTMENTS INC$15.7M1
272Calamos Wealth Management LLC$15.7M1
273Tidal Investments LLC$15.6M1
274AMERICAN CENTURY COMPANIES INC$15.5M1
275Connor, Clark & Lunn Investment Management Ltd.$15.4M1
276MERCER GLOBAL ADVISORS INC /ADV$15.4M1
277JAMISON PRIVATE WEALTH MANAGEMENT, INC.$15.3M1
278LMCG INVESTMENTS, LLC$15.2M1
279TCV Trust & Wealth Management, Inc.$15.0M1
280Apollon Wealth Management, LLC$14.9M1
281TOMPKINS FINANCIAL CORP$14.6M1
282Vanguard Personalized Indexing Management, LLC$14.6M1
283NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$14.5M1
284Lombard Odier Asset Management (Switzerland) SA$14.3M1
285DAVENPORT & Co LLC$14.2M1
286Pathstone Holdings, LLC$14.1M1
287ASSOCIATED BANC-CORP$13.9M1
288Atlantic Union Bankshares Corp$13.8M1
289Utah Retirement Systems$13.8M1
290Moors & Cabot, Inc.$13.7M1
291RBO & CO LLC$13.6M1
292PERRYMAN FINANCIAL ADVISORY INC /AD$13.5M1
293Galvin, Gaustad & Stein, LLC$13.4M1
294CI INVESTMENTS INC.$13.4M1
295NorthCrest Asset Manangement, LLC$13.3M1
296Miramar Capital, LLC$13.3M1
297Buck Wealth Strategies, LLC$13.1M1
298Robeco Institutional Asset Management B.V.$13.1M1
299HFR Wealth Management, LLC$13.1M1
300CONNORS INVESTOR SERVICES INC$13.1M1
301Skye Global Management LP$13.1M1
302Rakuten Investment Management, Inc.$13.0M1
303Swiss Life Asset Management Ltd$13.0M1
304PUBLIC SECTOR PENSION INVESTMENT BOARD$12.8M1
305Banque Cantonale Vaudoise$12.8M1
306BLB&B Advisors, LLC$12.8M1
307NEW YORK LIFE INVESTMENT MANAGEMENT LLC$12.7M1
308UMB Bank, n.a.$12.7M1
309QRG CAPITAL MANAGEMENT, INC.$12.6M1
310Cresset Asset Management, LLC$12.5M1
311TLW Wealth Management, LLC$12.5M1
312ProShare Advisors LLC$12.4M1
313NEOS Investment Management LLC$12.2M1
314Prospera Financial Services Inc$12.2M1
315Advisors Asset Management, Inc.$12.1M1
316Steward Partners Investment Advisory, LLC$12.1M1
317F/m Investments LLC$12.1M1
318MOTCO$11.9M1
319Danica Pension, Livsforsikringsaktieselskab$11.9M1
320Envestnet Portfolio Solutions, Inc.$11.6M1
321Groupe la Francaise$11.6M1
322ASR Vermogensbeheer N.V.$11.5M1
323Boston Common Asset Management, LLC$11.4M1
324Fulcrum Capital LLC$11.3M1
325Hemenway Trust Co LLC$11.3M1
326Janus Henderson Group Ltd.$11.2M1
327ALLIANZ SE$11.2M1
328KEYBANK NATIONAL ASSOCIATION/OH$10.7M1
329FEDERATED HERMES, INC.$10.7M1
330YOUSIF CAPITAL MANAGEMENT, LLC$10.6M1
331PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$10.5M1
332HB Wealth Management, LLC$10.4M1
333McKinley Carter Wealth Services, Inc.$10.4M1
334Trexquant Investment LP$10.4M1
335Carnegie Investment Counsel$10.3M1
336Douglass Winthrop Advisors, LLC$10.2M1
337FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$10.1M1
338DUFF & PHELPS INVESTMENT MANAGEMENT CO$10.0M1
339Beacon Pointe Advisors, LLC$10.0M1
340Red Door Wealth Management, LLC$9.9M1
341OREGON PUBLIC EMPLOYEES RETIREMENT FUND$9.8M1
342Avanza Fonder AB$9.8M1
343FIRST CITIZENS BANK & TRUST CO$9.7M1
344MATTERN CAPITAL MANAGEMENT, LLC$9.7M1
345LBP AM SA$9.7M1
346TSP Capital Management Group, LLC$9.5M1
347OP Asset Management Ltd$9.4M1
348Advisors Capital Management, LLC$9.3M1
349Purus Wealth Management, LLC$9.3M1
350Composition Wealth, LLC$9.3M1
351Concurrent Investment Advisors, LLC$9.2M1
3524D Advisors, LLC$9.2M1
353Sigma Planning Corp$9.1M1
354MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$9.1M1
355Verition Fund Management LLC$9.0M1
356Vest Financial, LLC$9.0M1
357HIGHLAND CAPITAL MANAGEMENT, LLC$8.9M1
358Intesa Sanpaolo Wealth Management$8.9M1
359Marietta Wealth Management, LLC$8.8M1
360BEACON INVESTMENT ADVISORY SERVICES, INC.$8.8M1
361Palmer Knight Co$8.7M1
362Nordwand Advisors, LLC$8.7M1
363Private Advisory Group LLC$8.6M1
364GLENMEDE TRUST CO NA$8.6M1
365Palumbo Wealth Management LLC$8.6M1
366Gotham Asset Management, LLC$8.5M1
367MACQUARIE GROUP LTD$8.5M1
368Journey Advisory Group, LLC$8.4M1
369MidFirst Bank$8.4M1
370Strategic Advisors LLC$8.2M1
371Ethic Inc.$8.2M1
372J.W. COLE ADVISORS, INC.$8.2M1
373Inlet Private Wealth, LLC$8.1M1
374Greystone Financial Group, LLC$8.1M1
375Asset Advisors Investment Management, LLC$7.8M1
376DLK Investment Management, LLC$7.7M1
377Trinity Legacy Partners, LLC$7.7M1
378River Wealth Advisors LLC$7.7M1
379First National Bank of Mount Dora, Trust Investment Services$7.5M1
380GLOBALT Investments LLC / GA$7.4M1
381Ascent Wealth Partners, LLC$7.4M1
382LEAVELL INVESTMENT MANAGEMENT, INC.$7.4M1
383Sand Hill Global Advisors, LLC$7.3M1
384RBA Wealth Management, LLC$7.3M1
385PANAGORA ASSET MANAGEMENT INC$7.3M1
386United Asset Strategies, Inc.$7.3M1
387NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$7.3M1
388Aptus Capital Advisors, LLC$7.2M1
389Belpointe Asset Management LLC$7.1M1
390IQ EQ FUND MANAGEMENT (IRELAND) Ltd$7.1M1
391Vident Advisory, LLC$7.1M1
392Empowered Funds, LLC$7.1M1
393GHP Investment Advisors, Inc.$7.0M1
394DIVERSIFY WEALTH MANAGEMENT, LLC$7.0M1
395Van Hulzen Asset Management, LLC$6.9M1
396Atria Investments, Inc$6.9M1
397STRATEGY ASSET MANAGERS LLC$6.8M1
398CCM INVESTMENT ADVISERS LLC$6.8M1
399SALEM INVESTMENT COUNSELORS INC$6.8M1
400MILLENNIUM MANAGEMENT LLC$6.7M1
401Brookstone Capital Management$6.6M1
402LGT Fund Management Co Ltd.$6.6M1
403Crossmark Global Holdings, Inc.$6.5M1
404BECKER CAPITAL MANAGEMENT INC$6.5M1
405MASTERINVEST Kapitalanlage GmbH$6.5M1
406Decker Wealth Management LLC$6.5M1
407Chapman Investment Management, LLC$6.5M1
408Strategic Wealth Investment Group, LLC$6.5M1
409McDonough Capital Management, Inc$6.5M1
410Sitrin Capital Management LLC$6.4M1
411Equitable Holdings, Inc.$6.3M1
412Royal Fund Management, LLC$6.3M1
413BAR HARBOR WEALTH MANAGEMENT$6.3M1
414WINDWARD CAPITAL MANAGEMENT CO /CA$6.2M1
415KESTRA PRIVATE WEALTH SERVICES, LLC$6.2M1
416BTC Capital Management, Inc.$6.2M1
417DENALI ADVISORS LLC$6.1M1
418RENAISSANCE TECHNOLOGIES LLC$6.1M1
419Capital International, Inc./CA/$6.1M1
420Left Brain Wealth Management, LLC$6.0M1
421CFO4Life Group, LLC$6.0M1
422Lido Advisors, LLC$6.0M1
423Sandhill Capital Partners LLC$6.0M1
424BROOKFIELD Corp /ON/$5.9M1
425Banque Transatlantique SA$5.9M1
4261832 Asset Management L.P.$5.9M1
427Hennion & Walsh Asset Management, Inc.$5.9M1
428Evergreen Private Wealth LLC$5.9M1
429CENTRAL TRUST Co$5.9M1
430Perigon Wealth Management, LLC$5.8M1
431LS Investment Advisors, LLC$5.8M1
432INTECH INVESTMENT MANAGEMENT LLC$5.7M1
433ALPINE WOODS CAPITAL INVESTORS, LLC$5.7M1
434Glen Eagle Advisors, LLC$5.7M1
435Northwest & Ethical Investments L.P.$5.7M1
436BOWEN HANES & CO INC$5.7M1
437SHERMAN PORFOLIOS, LLC$5.7M1
438BRADLEY FOSTER & SARGENT INC/CT$5.7M1
439Rockline Wealth Management, LLC$5.6M1
440JANE STREET GROUP, LLC$5.6M1
441STRATEGIC PLANNING GROUP, LLC$5.6M1
442EXENCIAL WEALTH ADVISORS, LLC$5.6M1
443TOTH FINANCIAL ADVISORY CORP$5.6M1
444NewEdge Wealth, LLC$5.6M1
445Hamilton Point Investment Advisors, LLC$5.6M1
446Rafferty Asset Management, LLC$5.6M1
447NTV ASSET MANAGEMENT LLC$5.5M1
448Principle Wealth Partners LLC$5.5M1
449JERICHO FINANCIAL, LLP$5.5M1
450Siemens Fonds Invest GmbH$5.5M1
451Community Financial Services Group, LLC$5.5M1
452BCS Private Wealth Management, Inc.$5.5M1
453Wealthcare Advisory Partners LLC$5.5M1
454KKM Financial LLC$5.5M1
455Core Alternative Capital$5.4M1
456PINKERTON WEALTH, LLC$5.4M1
457Laird Norton Wetherby Trust Company, LLC$5.4M1
458Westhampton Capital, LLC$5.4M1
459Allworth Financial LP$5.4M1
460HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$5.4M1
461ROMANO BROTHERS AND COMPANY$5.3M1
462Meiji Yasuda America Inc$5.3M1
463CVFG LLC$5.3M1
464PRUDENTIAL PLC$5.3M1
465Moran Wealth Management, LLC$5.3M1
466FIRST NATIONAL BANK OF OMAHA$5.3M1
467Advisors Preferred, LLC$5.3M1
468XTX Topco Ltd$5.3M1
469RITHOLTZ WEALTH MANAGEMENT$5.2M1
470Regal Investment Advisors LLC$5.2M1
471Jain Global LLC$5.2M1
472MIZUHO SECURITIES USA LLC$5.2M1
473MONEY CONCEPTS CAPITAL CORP$5.2M1
474Signet Investment Advisory Group, Inc.$5.2M1
475Asset One Wealth Management LLC$5.1M1
476D. E. Shaw & Co., Inc.$5.0M1
477SMA Capital LLC$5.0M1
478Patrick Mauro Investment Advisor, INC.$5.0M1
479AG2R LA MONDIALE GESTION D'ACTIFS$5.0M1
480Bell Asset Management Ltd$5.0M1
481EFG International AG$4.9M1
482AE Wealth Management LLC$4.9M1
483Savant Capital, LLC$4.9M1
484SageGuard Financial Group, LLC$4.9M1
485Mission Creek Capital Partners, Inc.$4.9M1
486Great Diamond Partners, LLC$4.9M1
487HARTFORD INVESTMENT MANAGEMENT CO$4.9M1
488CHOREO, LLC$4.8M1
489Jacobi Capital Management LLC$4.8M1
490Mystic Asset Management, Inc.$4.8M1
491Summit Financial, LLC$4.8M1
492HALL CAPITAL MANAGEMENT CO INC$4.7M1
493BEACON FINANCIAL GROUP$4.7M1
494Shelter Rock Management, LLC$4.7M1
495Stanley-Laman Group, Ltd.$4.7M1
496CAPITOLIS LIQUID GLOBAL MARKETS LLC$4.6M1
497Coastline Trust Co$4.6M1
498NAPLES GLOBAL ADVISORS, LLC$4.6M1
499OPUS INVESTMENT MANAGEMENT INC$4.6M1
500Annex Advisory Services, LLC$4.6M1
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 / 1 sell
Congress net ($ bound)−$14.0K to $14.0K
Filers net (actions)not in build
Filers net ($ 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 WM

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for WM · financials and macro

Financials — as filed PLANNED

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