Public record / Tickers / WPM

WPM — Wheaton Precious Metals Corp.

Both disclosure regimes on one name: who in Congress filed about WPM, 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
11
all PTR rows naming WPM
Members · 12m
3
5 buys · 1 sells · by trade date
Latest PTR
09-10
filed 2026-09-10
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 2023-07-12 → filed 2023-08-13. Ranked over every WPM row by the provable lower bound, never a point estimate.

3 members · 5 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.

Every row filed inside 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

7 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. 7 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING WPM · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning WPM
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-10Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 08-26 +15d$1K–$15K
2026-07-15Thomas H. Kean, Jr. R–NJ-7PurchaseTraded 06-04 +41d$1K–$15K
2026-05-18Brian Babin R–TX-36Sale · partial (partial sale)Traded 05-05 +13d$15K–$50K
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 01-27 +17d$15K–$50K
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 11-18 +27d$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 11 ↗

Members active in WPM

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing WPM 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-314$18.0K to $95.0K2
Brian Babin R–TX-361−$50.0K to −$15.0K2
Thomas H. Kean, Jr. R–NJ-71$1.0K to $15.0K2

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

Congress ↔ notable managers · WPM

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

Congress · last 90 days

Buyers
2 Gilbert Ray Cisneros, Jr. D–CA-31, Thomas H. Kean, Jr. R–NJ-7 $2K–$30K
Sellers
0

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

Notable managers · quarter ended 2026-03-31

Adding
1 Bridgewater Associates $874K held

new + add vs trim + exit, by shares · $ = reported value now, not the change · WHEATON PRECIOUS METALS CORP

Merged timeline of congressional filings and notable-manager moves on WPM
DateWhoChangeSize
2026-09-10Gilbert Ray Cisneros, Jr. CongressPurchase$1K–$15K
2026-07-15Thomas H. Kean, Jr. CongressPurchase$1K–$15K
2026-05-15Bridgewater Associates 13Fnew+6,673 sh
2026-05-15Gotham Asset Management 13Ftrim−398 sh
2026-05-15Moore Capital Management 13Fexit−30,343 sh

5 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 WPM for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1Capital World Investors$5.5B1
2FMR LLC$2.1B1
3First Eagle Investment Management, LLC$1.9B1
4VANGUARD CAPITAL MANAGEMENT LLC$1.6B1
5MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.4B1
6ROYAL BANK OF CANADA$1.1B1
7BANK OF MONTREAL /CAN/$1.1B1
8TD ASSET MANAGEMENT INC$965M1
9MASSACHUSETTS FINANCIAL SERVICES CO /MA/$863M1
10ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$698M1
11GEODE CAPITAL MANAGEMENT, LLC$661M1
12MACKENZIE FINANCIAL CORP$529M1
13Capital International Investors$527M1
14VANGUARD FIDUCIARY TRUST CO$524M1
15CIBC WORLD MARKET INC.$490M1
16Legal & General Group Plc$426M1
17MORGAN STANLEY$425M1
18FIL Ltd$416M1
19NATIONAL BANK OF CANADA /FI/$416M1
20CANADA PENSION PLAN INVESTMENT BOARD$412M1
21BANK OF AMERICA CORP /DE/$409M1
22MANUFACTURERS LIFE INSURANCE COMPANY, THE$376M1
23DEUTSCHE BANK AG\$370M1
24CIBC Asset Management Inc$365M1
25Amundi$332M1
26Invesco Ltd.$312M1
27BlackRock, Inc.$277M1
28Tidal Investments LLC$245M1
29Vanguard Global Advisers, LLC$240M1
301832 Asset Management L.P.$231M1
31HORIZON KINETICS ASSET MANAGEMENT LLC$231M1
32Federation des caisses Desjardins du Quebec$228M1
33Swiss National Bank$200M1
34KING LUTHER CAPITAL MANAGEMENT CORP$194M1
35Capital Research Global Investors$188M1
36TD Waterhouse Canada Inc.$182M1
37TORONTO DOMINION BANK$181M1
38BARCLAYS PLC$170M1
39Connor, Clark & Lunn Investment Management Ltd.$156M1
40BANK OF NOVA SCOTIA$149M1
41CHARLES SCHWAB INVESTMENT MANAGEMENT INC$137M1
42Man Group plc$131M1
43UBS Group AG$124M1
44Dixon Mitchell Investment Counsel Inc.$122M1
45SCOTIA CAPITAL INC.$118M1
46SPROTT INC.$115M1
47JANE STREET GROUP, LLC$114M1
48Addenda Capital Inc.$113M1
49PICTON MAHONEY ASSET MANAGEMENT$106M1
50VANGUARD ASSET MANAGEMENT, Ltd$105M1
51Clearbridge Investments, LLC$105M1
52BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$98.9M1
53BNP Paribas Asset Management Holding S.A.$90.7M1
54Qube Research & Technologies Ltd$84.3M1
55ROYAL LONDON ASSET MANAGEMENT LTD$82.1M1
56AMERICAN CENTURY COMPANIES INC$72.9M1
57Fiera Capital Corp$72.0M1
58Orbis Allan Gray Ltd$68.5M1
59AQR CAPITAL MANAGEMENT LLC$68.3M1
60DIMENSIONAL FUND ADVISORS LP$68.0M1
61CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$67.2M1
62AVIVA PLC$67.1M1
63Allianz Asset Management GmbH$65.0M1
64RAYMOND JAMES FINANCIAL INC$64.2M1
65Nuveen, LLC$63.1M1
66Capital International, Inc./CA/$62.7M1
67NORTHERN TRUST CORP$62.2M1
68Bank of New York Mellon Corp$60.0M1
69AMERIPRISE FINANCIAL INC$59.9M1
70TOCQUEVILLE ASSET MANAGEMENT L.P.$58.7M1
71CREDIT AGRICOLE S A$58.4M1
72JUPITER ASSET MANAGEMENT LTD$53.6M1
73FEDERATED HERMES, INC.$53.1M1
74CITIGROUP INC$51.4M1
75TWO SIGMA INVESTMENTS, LP$45.9M1
76BLI - Banque de Luxembourg Investments$45.5M1
77Allspring Global Investments Holdings, LLC$44.7M1
78GUARDIAN CAPITAL LP$44.4M1
79ALPS ADVISORS INC$42.1M1
80HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$40.9M1
81SCHRODER INVESTMENT MANAGEMENT GROUP$40.4M1
82Pictet Asset Management Holding SA$39.1M1
83Hillsdale Investment Management Inc.$38.1M1
84EXCHANGE TRADED CONCEPTS, LLC$37.8M1
85Groupe la Francaise$36.4M1
86Aviso Financial Inc.$36.2M1
87BARINGS LLC$35.6M1
88Stack Financial Management, Inc$34.9M1
89SUSQUEHANNA INTERNATIONAL GROUP, LLP$34.8M1
90SCHWARTZ INVESTMENT COUNSEL INC$34.7M1
91PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$34.2M1
92WELLS FARGO & COMPANY/MN$33.1M1
93INTACT INVESTMENT MANAGEMENT INC.$32.6M1
94LPL Financial LLC$32.5M1
95Summit Financial, LLC$31.7M1
96KEYBANK NATIONAL ASSOCIATION/OH$31.5M1
97SEB Asset Management AB$30.8M1
98DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$30.1M1
99Zurcher Kantonalbank (Zurich Cantonalbank)$29.7M1
100Vanguard Investments Australia, Ltd.$29.6M1
101Alberta Investment Management Corp$29.1M1
102PUBLIC SECTOR PENSION INVESTMENT BOARD$28.2M1
103VOYA INVESTMENT MANAGEMENT LLC$27.6M1
104LBP AM SA$27.6M1
105SEI INVESTMENTS CO$27.0M1
106FRANKLIN RESOURCES INC$26.8M1
107Capital International Sarl$26.3M1
108ADAGE CAPITAL PARTNERS GP, L.L.C.$26.2M1
109Generali Asset Management SPA SGR$26.1M1
110MONTRUSCO BOLTON INVESTMENTS INC.$25.6M1
111Varma Mutual Pension Insurance Co$25.0M1
112HighTower Advisors, LLC$24.2M1
113London & Capital Asset Management Ltd$24.2M1
114Perpetual Ltd$22.9M1
115Capital Wealth Planning, LLC$21.9M1
116Janus Henderson Group Ltd.$21.0M1
117CITADEL ADVISORS LLC$20.3M1
118MILLENNIUM MANAGEMENT LLC$19.6M1
119EagleClaw Capital Managment, LLC$19.5M1
120GW HENSSLER & ASSOCIATES LTD$18.8M1
121STATE OF WISCONSIN INVESTMENT BOARD$18.7M1
122Lombard Odier Asset Management (Europe) Ltd$18.6M1
123Y-Intercept (Hong Kong) Ltd$17.6M1
124PKO Investment Management Joint-Stock Co$17.5M1
125Korea Investment CORP$16.8M1
126Cetera Investment Advisers$16.8M1
127HATCH COVE CAPITAL, LLC$15.7M1
128STIFEL FINANCIAL CORP$14.5M1
129WELLINGTON MANAGEMENT GROUP LLP$14.4M1
130ENVESTNET ASSET MANAGEMENT INC$14.3M1
131BLAIR WILLIAM & CO/IL$14.2M1
132Oxbow Advisors, LLC$14.1M1
133INTECH INVESTMENT MANAGEMENT LLC$14.0M1
134AGF MANAGEMENT LTD$13.7M1
135Lansforsakringar Fondforvaltning AB (publ)$13.5M1
136Evelyn Partners Investment Management Services Ltd$13.4M1
137Andra AP-fonden$12.9M1
138USS Investment Management Ltd$12.5M1
139COMMONWEALTH EQUITY SERVICES, LLC$12.0M1
140Quadrature Capital Ltd$11.9M1
141MAD RIVER INVESTORS$11.7M1
142LGT Group Foundation$11.6M1
143Creative Planning$11.6M1
144GUGGENHEIM CAPITAL LLC$11.4M1
145NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$11.2M1
146LOUISBOURG INVESTMENTS INC.$11.2M1
147LAZARD ASSET MANAGEMENT LLC$11.1M1
148Beacon Pointe Advisors, LLC$11.0M1
149Swiss Life Asset Management Ltd$10.9M1
150Northwest & Ethical Investments L.P.$10.9M1
151OSAIC HOLDINGS, INC.$10.7M1
152J. Safra Sarasin Holding AG$10.3M1
153DJE Kapital AG$10.2M1
154EDMOND DE ROTHSCHILD HOLDING S.A.$10.1M1
155CAPITAL INTERNATIONAL LTD /CA/$10.0M1
156Mediolanum International Funds Ltd$9.8M1
157Mariner, LLC$9.7M1
158Avanza Fonder AB$9.5M1
159SeaBridge Investment Advisors LLC$9.4M1
160FIRST MANHATTAN CO. LLC.$9.2M1
161Evelyn Partners Investment Management LLP$8.6M1
162Investment Management Corp of Ontario$8.5M1
163Focus Partners Wealth$8.0M1
164GROUPAMA ASSET MANAGMENT$8.0M1
165Prospera Financial Services Inc$8.0M1
166Extract Advisors LLC$7.9M1
167NewEdge Wealth, LLC$7.8M1
168Metis Global Partners, LLC$7.5M1
169Engineers Gate Manager LP$7.5M1
170Corient Private Wealth LLC$7.5M1
171Financial Sense Advisors, Inc.$7.4M1
172Vident Advisory, LLC$7.3M1
173Indivisible Partners$7.2M1
174BRADLEY FOSTER & SARGENT INC/CT$7.2M1
175KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$7.2M1
176Baird Financial Group, Inc.$7.1M1
177PRINCIPAL FINANCIAL GROUP INC$6.8M1
178ODDO BHF ASSET MANAGEMENT SAS$6.8M1
179PARSONS CAPITAL MANAGEMENT INC/RI$6.7M1
180Maryland State Retirement & Pension System$6.7M1
181Purpose Unlimited Inc.$6.6M1
182Kestra Advisory Services, LLC$6.5M1
183Beck Bode, LLC$6.5M1
184Utah Retirement Systems$6.5M1
185Quantinno Capital Management LP$6.5M1
186PROFUND ADVISORS LLC$6.4M1
187OPPENHEIMER & CO INC$6.3M1
188U.S. Capital Wealth Advisors, LLC$6.2M1
189WCM INVESTMENT MANAGEMENT, LLC$6.1M1
190Plato Investment Management Ltd$6.0M1
191GILDER GAGNON HOWE & CO LLC$6.0M1
192WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5.9M1
193ALLIANCEBERNSTEIN L.P.$5.9M1
194FIRST TRUST ADVISORS LP$5.8M1
195Vontobel Holding Ltd.$5.8M1
196Plancorp, LLC$5.7M1
197Triasima Portfolio Management inc.$5.6M1
198BARD ASSOCIATES INC$5.4M1
199NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$5.4M1
200NewEdge Advisors, LLC$5.3M1
201Cannell & Spears LLC$5.1M1
202Capstone Wealth Management Group LLC$5.0M1
203Private Advisor Group, LLC$4.8M1
204Moran Wealth Management, LLC$4.7M1
205EQUITABLE TRUST CO$4.5M1
206DAVENPORT & Co LLC$4.4M1
207Bensler, LLC$4.4M1
208Enclave Advisors LLC$4.3M1
209IMC-Chicago, LLC$4.3M1
210BANK OF NOVA SCOTIA TRUST CO$4.2M1
211Cerity Partners LLC$4.2M1
212O'SHAUGHNESSY ASSET MANAGEMENT, LLC$4.1M1
213Laird Norton Wetherby Trust Company, LLC$4.1M1
214Te Ahumairangi Investment Management Ltd$4.0M1
215PCJ Investment Counsel Ltd.$3.9M1
216McAlvany Wealth Management LLC$3.9M1
217Essex Financial Services, Inc.$3.9M1
218Mitsubishi UFJ Trust & Banking Corp$3.8M1
219VIEWPOINT INVESTMENT PARTNERS CORP$3.8M1
220ASR Vermogensbeheer N.V.$3.8M1
221TRUST CO OF TOLEDO NA /OH/$3.6M1
222Vanguard Personalized Indexing Management, LLC$3.5M1
223AIA Group Ltd$3.5M1
224Brookstone Capital Management$3.5M1
225TCFG WEALTH MANAGEMENT, LLC$3.4M1
226TCFG Investment Advisors, LLC$3.4M1
227ASSETMARK, INC$3.4M1
228Osmosis Investment Management UK Ltd$3.4M1
229TMB Capital Partners, LLC$3.3M1
230Ethic Inc.$3.3M1
231Squarepoint Ops LLC$3.3M1
232Robinson Value Management, Ltd.$3.3M1
233Inlet Private Wealth, LLC$3.3M1
234KOM Wealth Management Group, LLC$3.1M1
235D.A. DAVIDSON & CO.$3.1M1
236SIG North Trading, ULC$3.1M1
237CIBC Bancorp USA Inc.$3.0M1
238Daiwa Securities Group Inc.$3.0M1
239Bryn Mawr Trust Advisors, LLC$3.0M1
240QUADRANT CAPITAL GROUP LLC$2.9M1
241PFG Investments, LLC$2.9M1
242Pathstone Holdings, LLC$2.9M1
243Capital Group Private Client Services, Inc.$2.8M1
244Fielder Capital Group LLC$2.8M1
245Atlas Wealth Partners, LLC$2.8M1
246OMERS ADMINISTRATION Corp$2.8M1
247LGT Fund Management Co Ltd.$2.7M1
248SAPIENT CAPITAL LLC$2.7M1
249Stratos Wealth Partners, LTD.$2.7M1
250JOHNSON INVESTMENT COUNSEL INC$2.7M1
251Skerryvore Asset Management Ltd$2.7M1
252Crossmark Global Holdings, Inc.$2.6M1
253Wilmington Savings Fund Society, FSB$2.6M1
254Rare Wolf Capital LLC$2.6M1
255Sanctuary Advisors, LLC$2.6M1
256Focus Partners Advisor Solutions, LLC$2.6M1
257HOHIMER WEALTH MANAGEMENT, LLC$2.5M1
258Rockefeller Capital Management L.P.$2.5M1
259Assenagon Asset Management S.A.$2.5M1
260Value Partners Investments Inc.$2.4M1
261Harvest Investment Services, LLC$2.4M1
262Ensign Peak Advisors, Inc$2.4M1
263NAVELLIER & ASSOCIATES INC$2.3M1
264DF DENT & CO INC$2.3M1
265MGO ONE SEVEN LLC$2.3M1
266IHT Wealth Management, LLC$2.3M1
267Generali Investments CEE, investicni spolecnost, a.s.$2.2M1
268MOODY LYNN LIEBERSON & WALKER, LLC$2.2M1
269WINMILL & CO. INC$2.2M1
270Harbour Capital Advisors, LLC$2.2M1
271WINTON GROUP Ltd$2.1M1
272Capital Group Investment Management Pte. Ltd.$2.1M1
273HOWLAND CAPITAL MANAGEMENT LLC$2.1M1
274TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$2.1M1
275Aaron Wealth Advisors LLC$2.1M1
276Dakota Wealth Management$2.0M1
277Guardian Partners Inc.$2.0M1
278CHOREO, LLC$2.0M1
279Regal Partners Ltd$2.0M1
280Riggs Asset Managment Co. Inc.$1.9M1
281Walleye Trading LLC$1.9M1
282VAN ECK ASSOCIATES CORP$1.9M1
283M&T BANK CORP$1.9M1
284Brooklyn Investment Group$1.9M1
285FIDUCIARY TRUST CO$1.8M1
286PARK NATIONAL CORP /OH/$1.8M1
287SIGNATUREFD, LLC$1.8M1
288HUB Investment Partners, LLC$1.8M1
289Greenline Partners, LLC$1.8M1
290Vise Technologies, Inc.$1.8M1
291Composition Wealth, LLC$1.8M1
292Wealth Enhancement Trust Services, Inc.$1.8M1
293Steward Partners Investment Advisory, LLC$1.7M1
294D. E. Shaw & Co., Inc.$1.7M1
295Sargent Investment Group, LLC$1.7M1
296Beirne Wealth Consulting Services, LLC$1.7M1
297Candriam S.C.A.$1.7M1
298Knoll Capital Management, LLC$1.6M1
299UniSuper Management Pty Ltd$1.6M1
300TRUIST FINANCIAL CORP$1.6M1
301CADINHA & CO LLC$1.6M1
302Orion Porfolio Solutions, LLC$1.6M1
303FORTRESS PRIVATE LEDGER, LLC$1.6M1
304Integrated Advisors Network LLC$1.6M1
305MAI Capital Management$1.6M1
306VERUS CAPITAL PARTNERS, LLC$1.6M1
307XML Financial, LLC$1.6M1
308BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.6M1
309FOX RUN MANAGEMENT, L.L.C.$1.5M1
310PETRA FINANCIAL ADVISORS INC$1.5M1
311PECAUT & CO.$1.5M1
312IEQ CAPITAL, LLC$1.5M1
313ExodusPoint Capital Management, LP$1.5M1
314Geneos Wealth Management Inc.$1.5M1
315MERCER GLOBAL ADVISORS INC /ADV$1.5M1
316BENJAMIN EDWARDS INC$1.5M1
317US BANCORP \DE\$1.5M1
318Sequoia Financial Advisors, LLC$1.5M1
319Apollon Wealth Management, LLC$1.5M1
320Graham Capital Management, L.P.$1.4M1
321Sumitomo Mitsui Trust Group, Inc.$1.4M1
322Uncommon Cents Investing LLC$1.4M1
323OLD MISSION CAPITAL LLC$1.4M1
324FLAGSHIP HARBOR ADVISORS, LLC$1.4M1
325WCG Wealth Advisors LLC$1.4M1
326Compound Planning, Inc.$1.4M1
327CONFLUENCE INVESTMENT MANAGEMENT LLC$1.4M1
328CVFG LLC$1.4M1
329Banque Cantonale Vaudoise$1.3M1
330MML INVESTORS SERVICES, LLC$1.3M1
331Blue Trust, Inc.$1.3M1
332Koshinski Asset Management, Inc.$1.3M1
333EVERGREEN CAPITAL MANAGEMENT LLC$1.3M1
334Pacific Asset Management, LLC$1.3M1
335Performance Wealth Partners, LLC$1.3M1
336NCM Capital Management, LLC$1.3M1
337Sigma Planning Corp$1.3M1
338Atria Investments, Inc$1.3M1
339Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$1.2M1
340Astoria Portfolio Advisors LLC.$1.2M1
341BOOTHBAY FUND MANAGEMENT, LLC$1.2M1
342Moors & Cabot, Inc.$1.2M1
343Cresset Asset Management, LLC$1.2M1
344KCM INVESTMENT ADVISORS LLC$1.2M1
345EP Wealth Advisors, LLC$1.2M1
346Eurizon Capital SGR S.p.A.$1.2M1
347Skandinaviska Enskilda Banken AB (publ)$1.2M1
348Carnegie Investment Counsel$1.2M1
349BROWN ADVISORY INC$1.1M1
350Headlands Technologies LLC$1.1M1
351Comprehensive Money Management Services LLC$1.1M1
352Spire Wealth Management$1.1M1
353Lombard Odier Asset Management (Switzerland) SA$1.1M1
354SBI Securities Co., Ltd.$1.1M1
355Independent Advisor Alliance$1.1M1
356Principle Wealth Partners LLC$1.1M1
357Dynamic Technology Lab Private Ltd$1.1M1
358Proficio Capital Partners LLC$1.1M1
359Savant Capital, LLC$1.1M1
360Tower Research Capital LLC (TRC)$1.1M1
361BTG Pactual Asset Management US LLC$1.1M1
362Manatuck Hill Partners, LLC$1.0M1
363STEPHENS INC /AR/$1.0M1
364KESTRA PRIVATE WEALTH SERVICES, LLC$1.0M1
365AlTi Global, Inc.$1.0M1
366Ballentine Partners, LLC$975K1
367PenderFund Capital Management Ltd.$971K1
368IRONWOOD INVESTMENT MANAGEMENT LLC$966K1
369Leonteq Securities AG$966K1
370Investment Partners Asset Management, Inc.$961K1
371Themes Management Co LLC$958K1
372Hilltop Holdings Inc.$949K1
373Westerkirk Capital Inc.$947K1
374WNY Asset Management, LLC$944K1
375Veracity Capital LLC$942K1
376Bison Wealth, LLC$930K1
377OneAscent Financial Services LLC$917K1
378Harvest Portfolios Group Inc.$902K1
379Lido Advisors, LLC$887K1
380COMMERCE BANK$887K1
381Brevan Howard Capital Management LP$882K1
382Allworth Financial LP$879K1
383Bridgewater Associates, LP$874K1
384Pembroke Management, LTD$864K1
385Vanguard National Trust Co$860K1
386Capital Advisors Wealth Management, LLC$852K1
387CHILTON CAPITAL MANAGEMENT LLC$825K1
388MAVERICK CAPITAL LTD$820K1
389TruWealth Advisors, LLC$816K1
390SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$799K1
391INSIGNEO ADVISORY SERVICES, LLC$789K1
392SILVERLAKE WEALTH MANAGEMENT LLC$785K1
393Merit Financial Group, LLC$781K1
394TBH Global Asset Management, LLC$777K1
395Meixler Investment Management, Ltd.$767K1
396RITHOLTZ WEALTH MANAGEMENT$759K1
397StoneX Group Inc.$750K1
398NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$745K1
399AE Wealth Management LLC$740K1
400Bellecapital International Ltd.$728K1
401HB Wealth Management, LLC$728K1
402Dynamic Advisor Solutions LLC$726K1
403REGIONS FINANCIAL CORP$725K1
404Equitable Holdings, Inc.$723K1
405Gotham Asset Management, LLC$722K1
406Quantbot Technologies LP$711K1
407FOUNDATIONS INVESTMENT ADVISORS, LLC$708K1
408CAPITAL ADVISORS INC/OK$700K1
409&PARTNERS$697K1
410INDEPENDENT FINANCIAL GROUP, LLC$691K1
411Ramirez Asset Management, Inc.$678K1
412Advisors Capital Management, LLC$676K1
413Perigon Wealth Management, LLC$673K1
414Cardinal Point Capital Management ULC$670K1
415Cypress Wealth Services, LLC$666K1
416JAMISON PRIVATE WEALTH MANAGEMENT, INC.$662K1
417Pure Financial Advisors, LLC$658K1
418WORLDQUANT MILLENNIUM ADVISORS LLC$658K1
419ESSEX INVESTMENT MANAGEMENT CO LLC$643K1
420ALLIANZ SE$640K1
421WOODWARD DIVERSIFIED CAPITAL, LLC$640K1
422Elser Financial Planning, Inc$639K1
423THORNBURG INVESTMENT MANAGEMENT INC$638K1
424SHELTON CAPITAL MANAGEMENT$620K1
425Lewis Asset Management, LLC$616K1
426Apella Capital, LLC$612K1
427Tradition Wealth Management, LLC$611K1
428United Advisor Group, LLC$607K1
429PDS Planning, Inc$606K1
430Ewing Morris & Co. Investment Partners Ltd.$578K1
431Berkeley Capital Partners, LLC$576K1
432Summit Wealth Partners, LLC$576K1
433NLB Skladi, upravljanje premozenja, d.o.o.$570K1
434Advisors Asset Management, Inc.$553K1
435Flatrock Wealth Partners LLC$552K1
436Evelyn Partners Asset Management Ltd$551K1
437Synergy Asset Management, LLC$550K1
438Rothschild Wealth LLC$550K1
439Well Done, LLC$548K1
440Alphadyne Asset Management LP$546K1
441CenterBook Partners LP$541K1
442Total Wealth Planning & Management, Inc.$538K1
443DRW Securities, LLC$538K1
444Ameritas Advisory Services, LLC$536K1
445Sowell Financial Services LLC$534K1
446Y.D. More Investments Ltd$524K1
447Concurrent Investment Advisors, LLC$524K1
448Jain Global LLC$522K1
449Verdence Capital Advisors LLC$522K1
450Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$521K1
451First Affirmative Financial Network$519K1
452LEIGH BALDWIN & CO., LLC$519K1
453Union Bancaire Privee, UBP SA$517K1
454OneDigital Investment Advisors LLC$513K1
455Regal Investment Advisors LLC$506K1
456TABLEAUX LLC$506K1
457Lighthouse Investment Partners, LLC$502K1
458AVALON CAPITAL MANAGEMENT$498K1
459B. Riley Wealth Advisors, Inc.$498K1
460Kiker Wealth Management, LLC$496K1
461EXENCIAL WEALTH ADVISORS, LLC$496K1
462Banque Transatlantique SA$495K1
463MISSION WEALTH MANAGEMENT, LP$488K1
464Vann Equity Management LLC$486K1
465ZACKS INVESTMENT MANAGEMENT$473K1
466Mutual Advisors, LLC$472K1
467Storgate, LLC$470K1
468BRAVE ASSET MANAGEMENT INC$469K1
469CWM, LLC$467K1
470Krilogy Financial LLC$454K1
471CWA Asset Management Group, LLC$448K1
472Axiom Investment Management LLC$445K1
473GLENMEDE TRUST CO NA$444K1
474Carnegie Lake Advisors LLC$442K1
475Van Hulzen Asset Management, LLC$440K1
476GTS SECURITIES LLC$436K1
477Alessandra Capital Management, LLC$433K1
478Focus Financial Network, Inc.$428K1
479New Harbor Financial Group, LLC$427K1
480Global Assets Advisory, LLC$425K1
481SEEDS INVESTOR LLC$424K1
482XTX Topco Ltd$422K1
483Zhang Financial LLC$421K1
484FOUNDERS GROVE WEALTH PARTNERS, LLC$421K1
485EAGLE GLOBAL ADVISORS LLC$421K1
486PCM Encore, LLC$416K1
487Waverly Advisors, LLC$416K1
488Smith Salley Wealth Management$413K1
489LAFFER TENGLER INVESTMENTS, INC.$406K1
490Marex Group Ltd$402K1
491Wealth Alliance Advisory Group, LLC$396K1
492SALEM INVESTMENT COUNSELORS INC$395K1
493Navera Investment Management Ltd.$393K1
494UHLMANN PRICE SECURITIES, LLC$393K1
495Ascent Group, LLC$389K1
496Crusonia Wealth Advisors LLC$381K1
497Vestmark Advisory Solutions, Inc.$375K1
498UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$372K1
499PERSONAL CFO SOLUTIONS, LLC$367K1
500B.O.S.S. Retirement Advisors, LLC$363K1
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)5 buy / 1 sell
Congress net ($ bound)−$31.0K to $95.0K
Filers net (actions)not in build
Filers net ($ 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 WPM

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

Financials — as filed PLANNED

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