Public record / Tickers / WMS

WMS — ADVANCED DRAINAGE SYSTEMS, INC.

Both disclosure regimes on one name: who in Congress filed about WMS, 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
7
all PTR rows naming WMS
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-05
filed 2026-08-05
13F holders
475
top-475 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

Suzan K. DelBene · $15.0K–$50.0K

Sale · traded 2016-02-02 → filed 2016-03-11. Ranked over every WMS row by the provable lower bound, never a point estimate.

No member disclosed WMS 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.

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

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 WMS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning WMS
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Tommy Tuberville R–ALSale · JT (jointly owned)Traded 2024-05-07 LATE·820d$1K–$15Kamendment pending
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 07-16 +28d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2025-02-13Robert P. Bresnahan, Jr. R–PA-8Sale · JT (jointly owned)Traded 01-13 +31d$1K–$15K
2023-11-16Tommy Tuberville R–ALPurchase · JT (jointly owned)Traded 10-17 +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 7 ↗

Members active in WMS

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

No member disclosed WMS in the trailing 12 months.

Congress ↔ notable managers · WMS

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

Congress · last 90 days

Buyers
0
Sellers
1 Tommy Tuberville R–AL $1K–$15K

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 · ADVANCED DRAIN SYS INC DEL

Merged timeline of congressional filings and notable-manager moves on WMS
DateWhoChangeSize
2026-08-05Tommy Tuberville CongressSale$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+54,936 sh
2026-05-15Bridgewater Associates 13Fadd+12,363 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 WMS for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.0B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$496M1
3VANGUARD CAPITAL MANAGEMENT LLC$469M1
4STATE STREET CORP$341M1
5UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$336M1
6Pictet Asset Management Holding SA$302M1
7FIRST TRUST ADVISORS LP$280M1
8AMERICAN CENTURY COMPANIES INC$227M1
9MORGAN STANLEY$183M1
10Amundi$177M1
11DIMENSIONAL FUND ADVISORS LP$163M1
12WELLINGTON MANAGEMENT GROUP LLP$146M1
13Invesco Ltd.$135M1
14Impactive Capital LP$117M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$96.4M1
16WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$89.9M1
17Capital International Investors$87.6M1
18Mirova US LLC$86.2M1
19Janus Henderson Group Ltd.$81.3M1
20NORTHERN TRUST CORP$80.8M1
21MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$80.3M1
22WESTWOOD HOLDINGS GROUP INC$75.9M1
23ADAGE CAPITAL PARTNERS GP, L.L.C.$75.4M1
24Qube Research & Technologies Ltd$74.9M1
25Triodos Investment Management BV$73.6M1
26SCHRODER INVESTMENT MANAGEMENT GROUP$69.1M1
27Schonfeld Strategic Advisors LLC$67.1M1
28VANGUARD FIDUCIARY TRUST CO$61.7M1
29BANK OF AMERICA CORP /DE/$60.3M1
30Interval Partners, LP$53.3M1
31Allianz Asset Management GmbH$52.3M1
32Hill City Capital, LP$50.7M1
33Corient Private Wealth LLC$46.9M1
34STIFEL FINANCIAL CORP$43.7M1
35Robeco Schweiz AG$42.3M1
36FRANKLIN RESOURCES INC$41.0M1
37Gotham Asset Management, LLC$40.4M1
38BAMCO INC /NY/$39.9M1
39TD ASSET MANAGEMENT INC$37.3M1
40Owls Nest Partners IA, LLC$36.2M1
41Capital World Investors$36.0M1
42Alyeska Investment Group, L.P.$35.4M1
43Legal & General Group Plc$32.2M1
44MILLENNIUM MANAGEMENT LLC$30.7M1
45AQR CAPITAL MANAGEMENT LLC$30.1M1
46UBS Group AG$29.9M1
47Quantinno Capital Management LP$29.3M1
48MACKENZIE FINANCIAL CORP$28.4M1
49Aberdeen Group plc$28.2M1
50Grantham, Mayo, Van Otterloo & Co. LLC$27.1M1
51SEI INVESTMENTS CO$24.7M1
52MASSACHUSETTS FINANCIAL SERVICES CO /MA/$23.2M1
53Swedbank AB$22.6M1
54STOREBRAND ASSET MANAGEMENT AS$22.4M1
55PRINCIPAL FINANCIAL GROUP INC$21.9M1
56Epoch Investment Partners, Inc.$21.8M1
57ROYAL BANK OF CANADA$21.2M1
58J. Safra Sarasin Holding AG$20.9M1
59Nuveen, LLC$20.6M1
60JUPITER ASSET MANAGEMENT LTD$20.0M1
61Swiss National Bank$20.0M1
62CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$19.2M1
63DUFF & PHELPS INVESTMENT MANAGEMENT CO$19.1M1
64Zurcher Kantonalbank (Zurich Cantonalbank)$18.8M1
65OP Asset Management Ltd$18.4M1
66WELLS FARGO & COMPANY/MN$17.4M1
67ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$17.0M1
68CRAMER ROSENTHAL MCGLYNN LLC$16.4M1
69ABN AMRO Bank N.V.$15.9M1
70EXCHANGE TRADED CONCEPTS, LLC$15.5M1
71DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$15.3M1
72Lombard Odier Asset Management (Europe) Ltd$15.2M1
73WCM INVESTMENT MANAGEMENT, LLC$15.0M1
74Distillate Capital Partners LLC$14.6M1
75JANE STREET GROUP, LLC$13.5M1
76ALLIANCEBERNSTEIN L.P.$13.2M1
77Man Group plc$13.1M1
78FMR LLC$12.7M1
79CITADEL ADVISORS LLC$12.2M1
80Retirement Systems of Alabama$12.0M1
81ENVESTNET ASSET MANAGEMENT INC$11.8M1
82RAYMOND JAMES FINANCIAL INC$11.7M1
83CANADA PENSION PLAN INVESTMENT BOARD$11.2M1
84Candriam S.C.A.$11.2M1
85NOMURA ASSET MANAGEMENT CO LTD$11.1M1
86DEUTSCHE BANK AG\$11.0M1
87Perpetual Ltd$10.9M1
88Bridgewater Associates, LP$10.0M1
89FIFTH THIRD BANCORP$10.0M1
90ArrowMark Colorado Holdings LLC$9.5M1
91VANGUARD ASSET MANAGEMENT, Ltd$9.2M1
92Verition Fund Management LLC$8.9M1
93FIL Ltd$8.6M1
94NORDEA INVESTMENT MANAGEMENT AB$8.6M1
95Channing Capital Management, LLC$8.4M1
96NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$8.1M1
97Archon Partners LLC$8.1M1
98SCOPUS ASSET MANAGEMENT, L.P.$7.9M1
99ExodusPoint Capital Management, LP$7.6M1
100EDENTREE ASSET MANAGEMENT Ltd$7.5M1
101Rockefeller Capital Management L.P.$7.5M1
102Mawer Investment Management Ltd.$7.4M1
103STATE OF WISCONSIN INVESTMENT BOARD$7.3M1
104MANUFACTURERS LIFE INSURANCE COMPANY, THE$7.1M1
105Azimuth Capital Investment Management LLC$7.0M1
106STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$6.9M1
107Cercano Management LLC$6.9M1
108Vest Financial, LLC$6.7M1
109CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$6.4M1
110PDT Partners, LLC$6.3M1
111TWINBEECH CAPITAL LP$6.1M1
112PRENTISS SMITH & CO INC$6.0M1
113LPL Financial LLC$5.9M1
114ESSEX INVESTMENT MANAGEMENT CO LLC$5.6M1
115WINTON GROUP Ltd$5.5M1
116Vontobel Holding Ltd.$5.3M1
117Squarepoint Ops LLC$5.3M1
118OPPENHEIMER & CO INC$5.2M1
119Weiss Asset Management LP$5.2M1
120HSBC HOLDINGS PLC$5.1M1
121Mitsubishi UFJ Trust & Banking Corp$5.0M1
122Crossmark Global Holdings, Inc.$4.8M1
123SG Capital Management LLC$4.7M1
124Advisors Capital Management, LLC$4.3M1
125Vanguard Global Advisers, LLC$4.3M1
126Alpine Peaks Capital, LP$4.2M1
127Elo Mutual Pension Insurance Co$4.2M1
128HighTower Advisors, LLC$4.2M1
129BLI - Banque de Luxembourg Investments$4.1M1
130Vision Capital Management, Inc.$4.1M1
131VICTORY CAPITAL MANAGEMENT INC$4.0M1
132BARCLAYS PLC$4.0M1
133Universal- Beteiligungs- und Servicegesellschaft mbH$3.8M1
134Capital Investment Counsel, LLC$3.8M1
135MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.8M1
136Gryphon Financial Partners LLC$3.8M1
137Future Fund LLC$3.7M1
138Ensign Peak Advisors, Inc$3.6M1
139State of New Jersey Common Pension Fund D$3.4M1
1401832 Asset Management L.P.$3.4M1
141Creative Planning$3.4M1
142Eurizon Capital SGR S.p.A.$3.3M1
143Oxbow Advisors, LLC$3.2M1
144RIK SAYLOR FINANCIAL, INC.$3.1M1
145Daiwa Securities Group Inc.$3.0M1
146B. Metzler seel. Sohn & Co. AG$2.9M1
147PRUDENTIAL FINANCIAL INC$2.9M1
148Arizona State Retirement System$2.8M1
149Asset Management One Co., Ltd.$2.8M1
150Connor, Clark & Lunn Investment Management Ltd.$2.7M1
151Baird Financial Group, Inc.$2.7M1
152FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.7M1
153Cerity Partners LLC$2.6M1
154XTX Topco Ltd$2.6M1
155Calamos Advisors LLC$2.6M1
156Vanguard Investments Australia, Ltd.$2.5M1
157COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.5M1
158ICON ADVISERS INC/CO$2.4M1
159STATE OF MICHIGAN RETIREMENT SYSTEM$2.4M1
160BANK OF MONTREAL /CAN/$2.3M1
161Focus Partners Wealth$2.3M1
162Union Bancaire Privee, UBP SA$2.3M1
163NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.2M1
164Inspire Investing, LLC$2.2M1
165Brevan Howard Capital Management LP$2.2M1
166SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.1M1
167CITIGROUP INC$2.1M1
168Bell Asset Management Ltd$2.1M1
169OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.0M1
170Vestmark Advisory Solutions, Inc.$1.9M1
171Mariner, LLC$1.8M1
172Dynamic Technology Lab Private Ltd$1.8M1
173&PARTNERS$1.8M1
174Dynamic Advisor Solutions LLC$1.8M1
175Ameritas Investment Partners, Inc.$1.8M1
176Atom Investors LP$1.8M1
177Dayah Capital LLC$1.8M1
178Orion Porfolio Solutions, LLC$1.7M1
179PICTON MAHONEY ASSET MANAGEMENT$1.7M1
180Trexquant Investment LP$1.6M1
181Y-Intercept (Hong Kong) Ltd$1.6M1
182INTECH INVESTMENT MANAGEMENT LLC$1.5M1
183Montanaro Asset Management Ltd$1.5M1
184Richard Bernstein Advisors LLC$1.4M1
185AA Financial Advisors, LLC$1.4M1
186TEACHER RETIREMENT SYSTEM OF TEXAS$1.4M1
187MERCER GLOBAL ADVISORS INC /ADV$1.4M1
188Kovack Advisors, Inc.$1.3M1
189Northwest & Ethical Investments L.P.$1.2M1
190Assenagon Asset Management S.A.$1.2M1
191Summit Trail Advisors, LLC$1.2M1
192XPONANCE LLC$1.2M1
193Tidal Investments LLC$1.2M1
194O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.2M1
195BNP Paribas Asset Management Holding S.A.$1.2M1
196Cetera Investment Advisers$1.2M1
197Kingsview Wealth Management, LLC$1.2M1
198NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.2M1
199CREDIT AGRICOLE S A$1.2M1
200CIBC WORLD MARKET INC.$1.1M1
201Atria Investments, Inc$1.1M1
202Vanguard Personalized Indexing Management, LLC$1.1M1
203D. E. Shaw & Co., Inc.$1.1M1
204CASTLEARK MANAGEMENT LLC$986K1
205BENJAMIN EDWARDS INC$983K1
206NISSAY ASSET MANAGEMENT CORP /JAPAN$983K1
207M&T BANK CORP$978K1
208WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$977K1
209LAZARD ASSET MANAGEMENT LLC$977K1
210Illinois Municipal Retirement Fund$922K1
211ABSHER WEALTH MANAGEMENT, LLC$921K1
212Y.D. More Investments Ltd$917K1
213FEDERATED HERMES, INC.$910K1
214Swiss Life Asset Management Ltd$894K1
215Skandinaviska Enskilda Banken AB (publ)$893K1
216Independent Advisor Alliance$886K1
217PFG Investments, LLC$872K1
218CenterBook Partners LP$871K1
219QUADRANT CAPITAL GROUP LLC$858K1
220Advisors Asset Management, Inc.$851K1
221Bridgefront Capital, LLC$822K1
222Foresight Group Ltd Liability Partnership$785K1
223NICOLET BANKSHARES INC$770K1
224Brooklyn Investment Group$741K1
225First Eagle Investment Management, LLC$730K1
226Oak Thistle LLC$727K1
227SECURIAN ASSET MANAGEMENT, INC$724K1
228TRUIST FINANCIAL CORP$723K1
229OFI INVEST ASSET MANAGEMENT$721K1
230VOYA INVESTMENT MANAGEMENT LLC$706K1
231EXENCIAL WEALTH ADVISORS, LLC$704K1
232Apollon Wealth Management, LLC$702K1
233Stone House Investment Management, LLC$696K1
234Pathstone Holdings, LLC$665K1
235QRG CAPITAL MANAGEMENT, INC.$664K1
236Gibbs Wealth Management$661K1
237BROWN ADVISORY INC$658K1
238Aquatic Capital Management LLC$646K1
239INCEPTIONR LLC$625K1
240Henshaw Capital LLC$607K1
241Perigon Wealth Management, LLC$588K1
242BLAIR WILLIAM & CO/IL$571K1
243Federation des caisses Desjardins du Quebec$568K1
244ODDO BHF ASSET MANAGEMENT SAS$566K1
245D.B. Root & Company, LLC$556K1
246Sanctuary Advisors, LLC$554K1
247Caprock Group, LLC$550K1
248TWO SIGMA INVESTMENTS, LP$523K1
249Utah Retirement Systems$518K1
250VARCOV Co.$512K1
251DIVERSIFY WEALTH MANAGEMENT, LLC$512K1
252Freestone Grove Partners LP$500K1
253Graver Capital Management, LLC$500K1
254Journey Advisory Group, LLC$497K1
255ALPS ADVISORS INC$494K1
256Laird Norton Wetherby Trust Company, LLC$494K1
257BRAVE ASSET MANAGEMENT INC$494K1
258FOX RUN MANAGEMENT, L.L.C.$476K1
259KESTRA PRIVATE WEALTH SERVICES, LLC$475K1
260Maryland State Retirement & Pension System$449K1
261SCOTIA CAPITAL INC.$448K1
262RWC Asset Management LLP$443K1
263Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$437K1
264Balance Wealth Partners LLC$433K1
265US BANCORP \DE\$433K1
266State of Wyoming$428K1
267CWM, LLC$421K1
268BALYASNY ASSET MANAGEMENT L.P.$421K1
269NOMURA HOLDINGS INC$406K1
270Focus Financial Network, Inc.$405K1
271Fieldview Capital Management, LLC$404K1
272Portside Wealth Group, LLC$401K1
273Concentric Capital Strategies, LP$397K1
274ProShare Advisors LLC$394K1
275Baker Avenue Asset Management, LP$380K1
276Outlook Wealth Advisors, LLC$379K1
27717 CAPITAL PARTNERS, LLC$377K1
278NORDEN GROUP LLC$375K1
279EntryPoint Capital, LLC$374K1
280OPPENHEIMER ASSET MANAGEMENT INC.$371K1
281INTRUST BANK NA$371K1
282Guinness Asset Management LTD$371K1
283COMMONWEALTH EQUITY SERVICES, LLC$370K1
284Walleye Trading LLC$357K1
285Cetera Trust Company, N.A$357K1
286Vident Advisory, LLC$354K1
287Lombard Odier Asset Management (Switzerland) SA$348K1
288Institute for Wealth Management, LLC.$346K1
289CIBC Asset Management Inc$334K1
290Aaron Wealth Advisors LLC$334K1
291CHESAPEAKE CAPITAL CORP /IL/$330K1
292Accredited Investors Inc.$330K1
293SHELTON CAPITAL MANAGEMENT$327K1
294Ballentine Partners, LLC$321K1
295Walleye Capital LLC$308K1
296M&G Plc$304K1
297Trueblood Wealth Management, LLC$303K1
298Callan Family Office, LLC$299K1
299Compound Planning, Inc.$289K1
300North Dakota State Investment Board$283K1
301Inscription Capital, LLC$282K1
302JB Capital LLC$275K1
303Bank Julius Baer & Co. Ltd, Zurich$274K1
304Hartree Partners, LP$274K1
305Welch Financial Planning, LLC$274K1
306LECAP ASSET MANAGEMENT LTD$267K1
307Envestnet Portfolio Solutions, Inc.$264K1
308MML INVESTORS SERVICES, LLC$261K1
309HB Wealth Management, LLC$257K1
310OSAIC HOLDINGS, INC.$252K1
311Marshall Financial Group, LLC$246K1
312MOODY ALDRICH PARTNERS LLC$245K1
313Centiva Capital, LP$243K1
314Chicago Partners Investment Group LLC$241K1
315Steward Partners Investment Advisory, LLC$239K1
316RFG Advisory, LLC$237K1
317CHOREO, LLC$230K1
318Meiji Yasuda Asset Management Co Ltd.$227K1
319Private Advisor Group, LLC$221K1
320PROFUND ADVISORS LLC$216K1
321Phoenix Financial Ltd.$213K1
322Sepio Capital, LP$210K1
323UMB Bank, n.a.$154K1
324Quarry LP$130K1
325KBC Group NV$126K1
326Spire Wealth Management$113K1
327Leonteq Securities AG$103K1
328SIGNATUREFD, LLC$97.4K1
329Caitong International Asset Management Co., Ltd$80.9K1
330MAI Capital Management$72.7K1
331Larson Financial Group LLC$57.6K1
332Blue Trust, Inc.$55.3K1
333IFG Advisory, LLC$52.1K1
334Bayforest Capital Ltd$44.0K1
335NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$43.9K1
336VEGA INVESTMENT SOLUTIONS$37.6K1
337Avalon Trust Co$37.0K1
338SJS Investment Consulting Inc.$33.5K1
339Allworth Financial LP$32.8K1
340WPG Advisers, LLC$30.9K1
341Arax Advisory Partners$28.5K1
342THRIVENT FINANCIAL FOR LUTHERANS$28.0K1
343MATHER GROUP, LLC.$27.9K1
344Manchester Capital Management LLC$27.4K1
345Geneos Wealth Management Inc.$24.4K1
346Mitsubishi UFJ Asset Management Co., Ltd.$20.7K1
347Measured Wealth Private Client Group, LLC$18.7K1
348Annis Gardner Whiting Capital Advisors, LLC$17.8K1
349Smartleaf Asset Management LLC$16.3K1
350True Wealth Design, LLC$15.8K1
351TD Waterhouse Canada Inc.$13.8K1
352GROUP ONE TRADING LLC$13.7K1
353Hickory Point Bank & Trust$13.7K1
354Pinnacle Wealth Planning Services, Inc.$13.4K1
355Transamerica Financial Advisors, LLC$13.3K1
356ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$12.6K1
357FINANCIAL CONSULATE, INC$12.5K1
358CVA Family Office, LLC$11.9K1
359State of Alaska, Department of Revenue$10.8K1
360Triumph Capital Management$10.6K1
361Parkside Financial Bank & Trust$9.5K1
362Addison Advisors LLC$8.9K1
363CANADA LIFE ASSURANCE Co$7.6K1
364TOTH FINANCIAL ADVISORY CORP$7.3K1
365EASTERN BANK$6.9K1
366JFS WEALTH ADVISORS, LLC$6.9K1
367Treasurer of the State of North Carolina$6.1K1
368ASSETMARK, INC$5.6K1
369Itau Unibanco Holding S.A.$5.5K1
370CENTRAL TRUST Co$5.1K1
371Asset Dedication, LLC$4.7K1
372AMALGAMATED BANK$4.5K1
373Financial Network Wealth Advisors LLC$4.1K1
374Owl Creek Wealth Partners LLC$4.1K1
375NATIXIS ADVISORS, LLC$3.8K1
376Cranbrook Wealth Management, LLC$3.7K1
377Valued Wealth Advisors LLC$3.4K1
378JPL Wealth Management, LLC$3.4K1
379Clearstead Advisors, LLC$2.7K1
380ELEVATION WEALTH PARTNERS, LLC$2.5K1
381DekaBank Deutsche Girozentrale$2.5K1
382Clearstead Trust, LLC$2.3K1
383Three Bearings Fiduciary Advisors, Inc.$2.2K1
384Raleigh Capital Management Inc.$2.1K1
385Cromwell Holdings LLC$1.9K1
386Bell Investment Advisors, Inc$1.5K1
387DiNuzzo Private Wealth, Inc.$1.5K1
388BROWN, LISLE/CUMMINGS, INC.$1.4K1
389Rialto Wealth Management, LLC$1.1K1
390South Dakota Investment Council$9601
391Retirement Wealth Solutions LLC$9601
392MONTAG A & ASSOCIATES INC$9251
393Vestcor Inc$8911
394Vermillion Wealth Management, Inc.$8231
395Virtu Financial LLC$7941
396SouthState Bank Corp$6861
397Sachetta, LLC$6861
398NATIXIS$5491
399Marquette Asset Management, LLC$5491
400Physician Wealth Advisors, Inc.$5491
401HFM Investment Advisors, LLC$5491
402DecisionPoint Financial, LLC$4121
403American Capital Advisory, LLC$4121
404PARK AVENUE SECURITIES LLC$2831
405MV CAPITAL MANAGEMENT, INC.$2751
406Quaker Wealth Management, LLC$2751
407Activest Wealth Management$2741
408Claret Asset Management Corp$2711
409TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$2701
410Cambridge Investment Research Advisors, Inc.$2291
411ACADIAN ASSET MANAGEMENT LLC$2021
412GHP Investment Advisors, Inc.$1381
413TFC Financial Management, Inc.$1381
4143 FACTOR INDEXING, LLC$1381
415Signature Equity Partners, LLC$1371
416Penserra Capital Management LLC$511
417Avion Wealth$11
418Capital Advisors, Ltd. LLC$01
419VANGUARD GROUP INC$01
420MEEDER ASSET MANAGEMENT INC$01
421HARBOUR INVESTMENTS, INC.$01
422COMERICA BANK$01
423VIRGINIA RETIREMENT SYSTEMS ET Al$01
424Capital International Sarl$01
425ARISTEIA CAPITAL, L.L.C.$01
426SILVER OAK SECURITIES, INCORPORATED$01
427SIG BROKERAGE, LP$01
428TRUST CO OF VERMONT$01
429CIBC Private Wealth Group LLC$01
430Graham Capital Management, L.P.$01
431Equitable Holdings, Inc.$01
432Magnetar Financial LLC$01
433NORGES BANK$01
434PRELUDE CAPITAL MANAGEMENT, LLC$01
435MIG Capital, LLC$01
436Savant Capital, LLC$01
437SIMPLEX TRADING, LLC$01
438AIA Group Ltd$01
439Tower Research Capital LLC (TRC)$01
440LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$01
441New England Research & Management, Inc.$01
442Sequoia Financial Advisors, LLC$01
443Lighthouse Investment Partners, LLC$01
444Engineers Gate Manager LP$01
445Tredje AP-fonden$01
446Versor Investments LP$01
447Mirabaud Asset Management Ltd$01
448RITHOLTZ WEALTH MANAGEMENT$01
449Diametric Capital, LP$01
450DV Trading LLC$01
451Global Retirement Partners, LLC$01
452Yaupon Capital Management LP$01
453Cynosure Group, LLC$01
454Qsemble Capital Management, LP$01
455NICOLET ADVISORY SERVICES, LLC$01
456Fortis Group Advisors, LLC$01
457Kestra Advisory Services, LLC$01
458F/m Investments LLC$01
459Ewing Morris & Co. Investment Partners Ltd.$01
460Capital Group Private Client Services, Inc.$01
461AlphaQuest LLC$01
462Allspring Global Investments Holdings, LLC$01
463PharVision Advisers, LLC$01
464Forum Financial Management, LP$01
465SageView Advisory Group, LLC$01
466iSAM Funds (UK) Ltd$01
467Hutchens & Kramer Investment Management Group, LLC$01
468Dunhill Financial, LLC$01
469ELEVATUS WELATH MANAGEMENT$01
470Turning Point Benefit Group, Inc.$01
471Diversify Advisory Services, LLC$01
472Kera Capital Partners, Inc.$01
473Navigoe, LLC$01
474MASTERINVEST Kapitalanlage GmbH$01
475Turas Capital Management LP$01
Truncated by Public Filings. The published aggregate ranks the top 475 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 WMS

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for WMS · financials and macro

Financials — as filed PLANNED

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