Public record / Tickers / WSO

WSO — WATSCO INC

Both disclosure regimes on one name: who in Congress filed about WSO, 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
13
all PTR rows naming WSO
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
10-10
filed 2025-10-10
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

Greg Gianforte · $100K–$250K

Sale · traded 2018-11-21 → filed 2018-12-11. Ranked over every WSO row by the provable lower bound, never a point estimate.

1 member · 0 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.

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

4 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. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING WSO · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning WSO
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-10Val T. Hoyle D–OR-4Sale · SP (spouse-owned)Traded 09-23 +17d$1K–$15K
2025-09-12Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 08-13 +30d$1K–$15K
2025-09-12Val T. Hoyle D–OR-4Purchase · SP (spouse-owned)Traded 2024-10-29 LATE·318d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2023-10-10Lois Frankel D–FL-22SaleTraded 09-08 +32d$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 13 ↗

Members active in WSO

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing WSO 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.
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

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

Congress ↔ notable managers · WSO

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 · WATSCO INC

Merged timeline of congressional filings and notable-manager moves on WSO
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+36,706 sh
2026-05-14Caxton Associates 13Fadd+404 sh
2026-05-01Markel Group 13Fadd+4,500 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 WSO for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.5B1
2Capital International Investors$1.3B1
3Capital Research Global Investors$691M1
4FMR LLC$688M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$637M1
6VANGUARD CAPITAL MANAGEMENT LLC$570M1
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC$487M1
8STATE STREET CORP$463M1
9BAILLIE GIFFORD & CO$414M1
10MORGAN STANLEY$324M1
11GEODE CAPITAL MANAGEMENT, LLC$237M1
12BLAIR WILLIAM & CO/IL$212M1
13MARKEL GROUP INC.$212M1
14DAVENPORT & Co LLC$198M1
15RAYMOND JAMES FINANCIAL INC$155M1
16WELLS FARGO & COMPANY/MN$153M1
17UBS Group AG$132M1
18Capital World Investors$123M1
19Hamlin Capital Management, LLC$123M1
20NORTHERN TRUST CORP$118M1
21TWO SIGMA INVESTMENTS, LP$109M1
22ENVESTNET ASSET MANAGEMENT INC$106M1
23BAHL & GAYNOR INC$95.3M1
24Bank of New York Mellon Corp$91.6M1
25BANK OF AMERICA CORP /DE/$87.2M1
26DIMENSIONAL FUND ADVISORS LP$82.5M1
27VANGUARD FIDUCIARY TRUST CO$78.9M1
28RENAISSANCE TECHNOLOGIES LLC$78.7M1
29WELCH & FORBES LLC$76.3M1
30PRINCIPAL FINANCIAL GROUP INC$63.5M1
31Vantage Investment Partners, LLC$62.5M1
32DONALDSON CAPITAL MANAGEMENT, LLC$59.2M1
33SG Capital Management LLC$58.6M1
34UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$54.5M1
35JACOBS LEVY EQUITY MANAGEMENT, INC$53.6M1
36Junto Capital Management LP$52.8M1
37ROYAL BANK OF CANADA$52.4M1
38Corient Private Wealth LLC$52.0M1
39BENJAMIN EDWARDS INC$51.6M1
40WELLINGTON MANAGEMENT GROUP LLP$51.0M1
41Epoch Investment Partners, Inc.$48.6M1
42RIVERBRIDGE PARTNERS LLC$47.9M1
43CIBC Bancorp USA Inc.$46.5M1
44Baird Financial Group, Inc.$44.5M1
45Conestoga Capital Advisors, LLC$44.3M1
46STIFEL FINANCIAL CORP$40.3M1
47KING LUTHER CAPITAL MANAGEMENT CORP$38.6M1
48Legal & General Group Plc$37.7M1
49BROWN ADVISORY INC$37.4M1
50Swiss National Bank$37.3M1
51ANCHOR CAPITAL ADVISORS LLC$33.2M1
52DEARBORN PARTNERS LLC$32.6M1
53CITIGROUP INC$31.1M1
54HOWLAND CAPITAL MANAGEMENT LLC$30.3M1
55FENIMORE ASSET MANAGEMENT INC$29.5M1
56Wilkinson Global Asset Management LLC$28.4M1
57Invesco Ltd.$27.4M1
58Nuveen, LLC$27.4M1
59ALPS ADVISORS INC$26.0M1
60CAPITAL ADVISORS INC/OK$25.9M1
61Sumitomo Mitsui Trust Group, Inc.$25.4M1
62AMERIPRISE FINANCIAL INC$24.9M1
63Curi Capital, LLC$23.9M1
64DEUTSCHE BANK AG\$23.2M1
65Gotham Asset Management, LLC$23.1M1
66Capital International, Inc./CA/$23.1M1
67Swedbank AB$21.2M1
68NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$20.9M1
69DUDLEY & SHANLEY, INC.$20.3M1
70Retirement Systems of Alabama$20.0M1
71NORDEA INVESTMENT MANAGEMENT AB$19.3M1
72Pembroke Management, LTD$18.9M1
73HEARTLAND ADVISORS INC$18.8M1
74DDD Partners, LLC$18.4M1
75Amundi$17.3M1
76FIFTH THIRD BANCORP$17.3M1
77MILLENNIUM MANAGEMENT LLC$17.0M1
78VICTORY CAPITAL MANAGEMENT INC$16.9M1
79CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$16.8M1
80ALLIANCEBERNSTEIN L.P.$16.2M1
81FEDERATED HERMES, INC.$16.2M1
82GRACE & WHITE INC /NY$15.4M1
83Intrinsic Edge Capital Management LLC$14.6M1
84LaFleur & Godfrey LLC$13.5M1
85Mitsubishi UFJ Asset Management Co., Ltd.$13.3M1
86Patrick Mauro Investment Advisor, INC.$12.8M1
87Running Oak Capital LLC$12.6M1
88BARCLAYS PLC$12.5M1
89FIRST TRUST ADVISORS LP$12.4M1
90STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$12.4M1
91LPL Financial LLC$11.7M1
92Redmond Asset Management, LLC$11.1M1
93Sumitomo Mitsui DS Asset Management Company, Ltd$10.9M1
94Carnegie Investment Counsel$10.8M1
95Prospera Financial Services Inc$10.8M1
96FRANKLIN RESOURCES INC$10.5M1
97SEI INVESTMENTS CO$10.5M1
98Korea Investment CORP$10.5M1
99AVIVA PLC$10.4M1
100STOREBRAND ASSET MANAGEMENT AS$10.3M1
101Mitsubishi UFJ Trust & Banking Corp$9.9M1
102Crown Oak Advisors, LLC$9.9M1
103TRUIST FINANCIAL CORP$9.8M1
104BLI - Banque de Luxembourg Investments$9.6M1
105SCHWARTZ INVESTMENT COUNSEL INC$9.2M1
106SUSQUEHANNA INTERNATIONAL GROUP, LLP$9.1M1
107Aberdeen Group plc$9.0M1
108Mirae Asset Global Investments Co., Ltd.$9.0M1
109CIBC WORLD MARKET INC.$8.8M1
110Taylor Securities Services, Inc.$8.7M1
111Freestone Grove Partners LP$8.5M1
112Quantinno Capital Management LP$8.5M1
113DF DENT & CO INC$8.3M1
114Stratos Wealth Partners, LTD.$8.3M1
115COMMERCE BANK$8.2M1
116Ascent Group, LLC$8.1M1
117MANUFACTURERS LIFE INSURANCE COMPANY, THE$8.1M1
118AQR CAPITAL MANAGEMENT LLC$7.6M1
119Advisors Capital Management, LLC$7.4M1
120PFA Pension, Forsikringsaktieselskab$6.9M1
121Ironvine Capital Partners, LLC$6.9M1
122SOUTHERNSUN ASSET MANAGEMENT, LLC$6.8M1
123TD ASSET MANAGEMENT INC$6.7M1
124STATE OF WISCONSIN INVESTMENT BOARD$6.6M1
125ARCADIA INVESTMENT MANAGEMENT CORP/MI$6.6M1
126Canal Capital Management, LLC$6.5M1
127Vision Capital Management, Inc.$6.4M1
128NAPLES GLOBAL ADVISORS, LLC$6.3M1
129VANGUARD ASSET MANAGEMENT, Ltd$6.3M1
130MetLife Investment Management, LLC$6.2M1
131OPPENHEIMER ASSET MANAGEMENT INC.$6.1M1
132CITADEL ADVISORS LLC$6.1M1
133NEW YORK STATE COMMON RETIREMENT FUND$6.1M1
134DANSKE BANK A/S$6.0M1
135Ipswich Investment Management Co., Inc.$5.9M1
136Marks Group Wealth Management, Inc$5.9M1
137Vanguard Investments Australia, Ltd.$5.8M1
138River Road Asset Management, LLC$5.8M1
139ROYAL LONDON ASSET MANAGEMENT LTD$5.7M1
140Pictet Asset Management Holding SA$5.7M1
141Creative Planning$5.5M1
142MARSICO CAPITAL MANAGEMENT LLC$5.2M1
143Vanguard Global Advisers, LLC$5.2M1
144&PARTNERS$4.9M1
145MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.9M1
146Asset Management One Co., Ltd.$4.8M1
147Zurcher Kantonalbank (Zurich Cantonalbank)$4.8M1
148Hamilton Point Investment Advisors, LLC$4.7M1
149Cetera Investment Advisers$4.7M1
150NISA INVESTMENT ADVISORS, LLC$4.6M1
151KLP KAPITALFORVALTNING AS$4.6M1
152BUCKHEAD CAPITAL MANAGEMENT LLC$4.5M1
153ALERUS FINANCIAL NA$4.3M1
154Universal- Beteiligungs- und Servicegesellschaft mbH$4.3M1
155NOMURA ASSET MANAGEMENT CO LTD$4.3M1
156Connor, Clark & Lunn Investment Management Ltd.$4.3M1
157Vestmark Advisory Solutions, Inc.$4.3M1
158Monte Financial Group, LLC$4.3M1
159US BANCORP \DE\$4.2M1
160FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$4.2M1
161State of New Jersey Common Pension Fund D$4.2M1
162Resona Asset Management Co.,Ltd.$4.2M1
163COMMONWEALTH EQUITY SERVICES, LLC$4.2M1
164UNITED CAPITAL FINANCIAL ADVISORS, LLC$4.2M1
165AMERICAN CENTURY COMPANIES INC$4.2M1
166Voleon Capital Management LP$4.1M1
167OPPENHEIMER & CO INC$4.1M1
168Ensign Peak Advisors, Inc$4.1M1
169WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.0M1
170BANK OF MONTREAL /CAN/$4.0M1
171PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$4.0M1
172YOUSIF CAPITAL MANAGEMENT, LLC$3.9M1
173FIDUCIARY TRUST CO$3.9M1
174HighTower Advisors, LLC$3.8M1
175DnB Asset Management AS$3.8M1
176Avanza Fonder AB$3.8M1
177LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$3.8M1
178HSBC HOLDINGS PLC$3.7M1
179WESTFIELD CAPITAL MANAGEMENT CO LP$3.6M1
180D.A. DAVIDSON & CO.$3.6M1
181AGF MANAGEMENT LTD$3.5M1
182Pathstone Holdings, LLC$3.5M1
183Arizona State Retirement System$3.5M1
184GUGGENHEIM CAPITAL LLC$3.5M1
185NewEdge Wealth, LLC$3.4M1
186Verition Fund Management LLC$3.3M1
187CAMBIAR INVESTORS LLC$3.3M1
188COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.2M1
189Tredje AP-fonden$3.1M1
190STATE OF MICHIGAN RETIREMENT SYSTEM$3.0M1
191LEVEL FOUR ADVISORY SERVICES, LLC$3.0M1
192Atria Investments, Inc$3.0M1
193Prosperity Consulting Group, LLC$2.9M1
194CREDIT AGRICOLE S A$2.9M1
195Advisors Asset Management, Inc.$2.9M1
196Swiss Life Asset Management Ltd$2.9M1
197NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.8M1
198Prospect Capital Advisors, LLC$2.8M1
199Orion Porfolio Solutions, LLC$2.8M1
200Sanctuary Advisors, LLC$2.8M1
201IFM Investors Pty Ltd$2.7M1
202MIDDLETON & CO INC/MA$2.7M1
203Applied Capital LLC/FL$2.7M1
204Numerai GP LLC$2.6M1
205OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.6M1
206SEB Asset Management AB$2.5M1
207Cerity Partners LLC$2.5M1
208Inspire Investing, LLC$2.4M1
209Rockefeller Capital Management L.P.$2.4M1
210Freedom Day Solutions, LLC$2.3M1
211Callan Family Office, LLC$2.3M1
212Ameritas Investment Partners, Inc.$2.3M1
213WORLDQUANT MILLENNIUM ADVISORS LLC$2.3M1
214XPONANCE LLC$2.3M1
215COLDSTREAM CAPITAL MANAGEMENT INC$2.2M1
216VOYA INVESTMENT MANAGEMENT LLC$2.2M1
217OSAIC HOLDINGS, INC.$2.2M1
218GATEWAY INVESTMENT ADVISERS LLC$2.1M1
219Atom Investors LP$2.1M1
220REGIONS FINANCIAL CORP$2.1M1
221RFG Advisory, LLC$2.1M1
222Utah Retirement Systems$2.1M1
223Havemeyer Place LP$2.1M1
224BRIDGES INVESTMENT MANAGEMENT INC$2.0M1
225Focus Partners Wealth$2.0M1
226National Pension Service$2.0M1
227O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.9M1
228Barbara Oil Co.$1.8M1
229Summit Trail Advisors, LLC$1.8M1
230BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.8M1
231NISSAY ASSET MANAGEMENT CORP /JAPAN$1.7M1
232ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1.7M1
233TORONTO DOMINION BANK$1.7M1
234UNIVEST FINANCIAL Corp$1.7M1
235Vanguard Personalized Indexing Management, LLC$1.6M1
236Oak Thistle LLC$1.6M1
237INTREPID CAPITAL MANAGEMENT INC$1.5M1
238CHOREO, LLC$1.5M1
239WCM INVESTMENT MANAGEMENT, LLC$1.5M1
240Taylor Frigon Capital Management LLC$1.5M1
241Daiwa Securities Group Inc.$1.5M1
242Alliance Wealth Advisors, LLC /UT$1.5M1
243QUADRANT CAPITAL GROUP LLC$1.4M1
244Centiva Capital, LP$1.4M1
245Eurizon Capital SGR S.p.A.$1.4M1
246BNP Paribas Asset Management Holding S.A.$1.4M1
247Concurrent Investment Advisors, LLC$1.4M1
248OP Asset Management Ltd$1.4M1
249Capital Investment Advisory Services, LLC$1.4M1
250Mirabaud Asset Management Ltd$1.3M1
251ABN AMRO INVESTMENT SOLUTIONS$1.3M1
252CARDEROCK CAPITAL MANAGEMENT INC$1.3M1
253MATTERN CAPITAL MANAGEMENT, LLC$1.3M1
254BANK OF NOVA SCOTIA$1.3M1
255Atlantic Union Bankshares Corp$1.3M1
256MERCER GLOBAL ADVISORS INC /ADV$1.3M1
257INCEPTIONR LLC$1.2M1
258Jain Global LLC$1.2M1
259Alpha Omega Wealth Management LLC$1.2M1
2602Xideas AG$1.2M1
261Cresset Asset Management, LLC$1.2M1
262CHICAGO TRUST Co NA$1.1M1
263TCI Wealth Advisors, Inc.$1.1M1
264Waverly Advisors, LLC$1.1M1
265Hennion & Walsh Asset Management, Inc.$1.1M1
266UMB Bank, n.a.$1.1M1
267TOCQUEVILLE ASSET MANAGEMENT L.P.$1.1M1
268Ethic Inc.$1.0M1
269Envestnet Portfolio Solutions, Inc.$1.0M1
270ACCESS FINANCIAL SERVICES, INC.$1.0M1
271CAXTON ASSOCIATES LLP$1.0M1
272Delta Global Management LP$999K1
273GHP Investment Advisors, Inc.$993K1
274Chicago Capital, LLC$990K1
275Procyon Advisors, LLC$989K1
276Perbak Capital Partners LLP$982K1
277MML INVESTORS SERVICES, LLC$978K1
278Steward Partners Investment Advisory, LLC$964K1
279Coastal Bridge Advisors, LLC$951K1
280M&T BANK CORP$949K1
281SECURIAN ASSET MANAGEMENT, INC$936K1
282Charter Oak Capital Management, LLC$928K1
283Knollwood Investment Advisory, LLC$918K1
284Investment Management Corp of Ontario$915K1
285Triad Investment Management$889K1
286Avior Wealth Management, LLC$889K1
287Brooklyn Investment Group$885K1
288MGO ONE SEVEN LLC$877K1
289Cranbrook Wealth Management, LLC$853K1
290CIBC Asset Management Inc$848K1
291BLALOCK WILLIAMS, LLC$848K1
292EASTERN BANK$842K1
293BHK Investment Advisors, LLC$835K1
294NORTHBRIDGE FINANCIAL GROUP, LLC$827K1
295Federation des caisses Desjardins du Quebec$820K1
296WEALTH ALLIANCE, LLC$814K1
297Trueblood Wealth Management, LLC$813K1
298CRAWFORD INVESTMENT COUNSEL INC$813K1
299Janus Henderson Group Ltd.$808K1
300INTECH INVESTMENT MANAGEMENT LLC$803K1
301FAS Wealth Partners, Inc.$803K1
302Roundview Capital LLC$793K1
303Portside Wealth Group, LLC$778K1
304Crossmark Global Holdings, Inc.$769K1
305Sequoia Financial Advisors, LLC$768K1
306ELEVATION POINT WEALTH PARTNERS, LLC$767K1
307PRUDENTIAL FINANCIAL INC$766K1
308DIVERSIFY WEALTH MANAGEMENT, LLC$761K1
309Aquatic Capital Management LLC$759K1
310FIRST CITIZENS BANK & TRUST CO$721K1
311Quantbot Technologies LP$707K1
312Allianz Asset Management GmbH$705K1
313HANCOCK WHITNEY CORP$703K1
314Belpointe Asset Management LLC$688K1
315Drucker Wealth 3.0, LLC$683K1
316Maryland State Retirement & Pension System$662K1
317MAI Capital Management$655K1
318Vident Advisory, LLC$655K1
319HB Wealth Management, LLC$652K1
320Alamea Verwaltungs GmbH$651K1
321Intrinsic Value Partners, LLC$651K1
322NORDEN GROUP LLC$632K1
323OMERS ADMINISTRATION Corp$631K1
324SBI Okasan Asset Management Co.Ltd.$628K1
325Man Group plc$624K1
326RWA WEALTH PARTNERS, LLC$614K1
327HARRELL INVESTMENT PARTNERS, LLC$607K1
328Pinnacle Wealth Planning Services, Inc.$590K1
329Y-Intercept (Hong Kong) Ltd$589K1
330JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$580K1
331Allworth Financial LP$572K1
332Phillips Wealth Planners LLC$570K1
333MASSACHUSETTS FINANCIAL SERVICES CO /MA/$564K1
334Graham Capital Management, L.P.$563K1
335Beacon Pointe Advisors, LLC$559K1
336Koshinski Asset Management, Inc.$554K1
337Centennial Bank/AR/$552K1
338PRUDENTIAL PLC$550K1
339Meiji Yasuda Asset Management Co Ltd.$549K1
340MOODY LYNN LIEBERSON & WALKER, LLC$549K1
341OLD NATIONAL BANCORP /IN/$548K1
342LGT Group Foundation$545K1
343WEBSTER BANK, N. A.$543K1
344NATIONAL BANK OF CANADA /FI/$524K1
345Ascentis Independent Advisors$522K1
346BOOTHBAY FUND MANAGEMENT, LLC$520K1
347Hilltop Holdings Inc.$518K1
348Tyche Wealth Partners LLC$514K1
349ProShare Advisors LLC$510K1
350MACQUARIE GROUP LTD$503K1
351ADVOCATE GROUP LLC$503K1
352Merit Financial Group, LLC$500K1
353Simplicity Wealth,LLC$499K1
354NICOLET BANKSHARES INC$499K1
355Woodline Partners LP$497K1
356Voya Financial Advisors, Inc.$494K1
357ICW Investment Advisors LLC$488K1
358EVERGREEN CAPITAL MANAGEMENT LLC$487K1
359Baker Avenue Asset Management, LP$487K1
360Avidian Wealth Enterprises, LLC$483K1
361Advisor OS, LLC$483K1
362RITHOLTZ WEALTH MANAGEMENT$480K1
363Unified Investment Management$477K1
364TRED AVON FAMILY WEALTH, LLC$477K1
365E. Ohman J:or Asset Management AB$475K1
366SCHRODER INVESTMENT MANAGEMENT GROUP$471K1
367Davidson Kahn Capital Management, LLC$470K1
368Saudi Central Bank$469K1
369Empowered Funds, LLC$451K1
370Citizens Business Bank$451K1
371JOHNSON INVESTMENT COUNSEL INC$447K1
372TD Waterhouse Canada Inc.$444K1
373Tower Research Capital LLC (TRC)$442K1
374TWO SIGMA SECURITIES, LLC$442K1
375Tudor Financial Inc.$435K1
376Sterling Capital Management LLC$425K1
377SHELTON CAPITAL MANAGEMENT$423K1
378Modera Wealth Management, LLC$423K1
379LVW Advisors, LLC$422K1
380Mutual Advisors, LLC$421K1
381Verity & Verity, LLC$420K1
382Significant Wealth Partners LLC$420K1
383Impact Capital Partners LLC$419K1
384PARSONS CAPITAL MANAGEMENT INC/RI$413K1
385Patten Group, Inc.$413K1
386MONETA GROUP INVESTMENT ADVISORS LLC$407K1
387NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$406K1
388ASSETMARK, INC$406K1
389CERTIOR FINANCIAL GROUP, LLC$406K1
390QRG CAPITAL MANAGEMENT, INC.$397K1
391Tidal Investments LLC$394K1
392Baker Ellis Asset Management LLC$385K1
393GREENLEAF TRUST$384K1
394Texas Yale Capital Corp.$379K1
395Compass Ion Advisors, LLC$378K1
396Quantum Private Wealth, LLC$377K1
397Modern Wealth Management, LLC$375K1
39871 West Capital Partners$375K1
399Ballentine Partners, LLC$374K1
400PARK NATIONAL CORP /OH/$371K1
401North Dakota State Investment Board$370K1
402Osmosis Investment Management UK Ltd$365K1
403TOMPKINS FINANCIAL CORP$364K1
404AE Wealth Management LLC$359K1
405Venture Visionary Partners LLC$358K1
406INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$350K1
407Autumn Glory Partners, LLC$346K1
408Lido Advisors, LLC$337K1
409SIMON QUICK ADVISORS, LLC$336K1
410ADELL HARRIMAN & CARPENTER INC$332K1
411K.J. Harrison & Partners Inc$331K1
412XTX Topco Ltd$327K1
413KESTRA PRIVATE WEALTH SERVICES, LLC$326K1
414Allspring Global Investments Holdings, LLC$325K1
415Vise Technologies, Inc.$324K1
416Private Advisor Group, LLC$324K1
417Gibbs Wealth Management$324K1
418Lombard Odier Asset Management (USA) Corp$322K1
419CITIZENS FINANCIAL GROUP INC/RI$321K1
420Pine Valley Investments Ltd Liability Co$316K1
421BankPlus Trust Department$308K1
422BURNEY CO/$303K1
423JANE STREET GROUP, LLC$300K1
424FOSTER DYKEMA CABOT & PARTNERS, LLC$295K1
425FLPUTNAM INVESTMENT MANAGEMENT CO$294K1
426STEPHENS INC /AR/$293K1
427CWM, LLC$289K1
428Dorsey & Whitney Trust CO LLC$285K1
429Pekao Towarzystwo Funduszy Inwestycyjnych S.A.$274K1
430B. Metzler seel. Sohn & Co. AG$268K1
431Taylor Hoffman Capital Management LLC$266K1
432Apollon Wealth Management, LLC$262K1
433Sound View Wealth Advisors Group, LLC$258K1
434Guardian Partners Inc.$258K1
435Dakota Wealth Management$257K1
436INTRUST BANK NA$256K1
437Fulcrum Capital LLC$251K1
438Legacy Capital Wealth Partners, LLC$249K1
439ASR Vermogensbeheer N.V.$248K1
440Roehl & Yi Investment Advisors, LLC$247K1
441Thrive Wealth Management, LLC$246K1
442Whetstone Capital Advisors, LLC$243K1
443Fisher Asset Management, LLC$243K1
444PAX Financial Group, LLC$243K1
445ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$241K1
446World Investment Advisors$240K1
447Trivium Point Advisory, LLC$237K1
448Apella Capital, LLC$232K1
449Checchi Capital Advisers, LLC$231K1
450PROFUND ADVISORS LLC$231K1
451JOURNEY STRATEGIC WEALTH LLC$231K1
452Smartleaf Asset Management LLC$229K1
453TruNorth Capital Management, LLC$220K1
454Stratos Investment Management, LLC$219K1
455Ashton Thomas Private Wealth, LLC$219K1
456PARADIGM ASSET MANAGEMENT CO LLC$218K1
457DV Trading LLC$218K1
458UniSuper Management Pty Ltd$218K1
459Laird Norton Wetherby Trust Company, LLC$215K1
460HM PAYSON & CO$214K1
461OSLO PENSJONSFORSIKRING AS$214K1
462EAGLE GLOBAL ADVISORS LLC$213K1
463Hilltop National Bank$213K1
464SIGNATUREFD, LLC$212K1
465BOYAR ASSET MANAGEMENT INC.$212K1
466Biltmore Family Office, LLC$212K1
467DC Investments Management, LLC$206K1
468Impact Partnership Wealth, LLC$204K1
469Parkside Financial Bank & Trust$202K1
470Independent Wealth Network Inc.$201K1
471Siemens Fonds Invest GmbH$174K1
472Navera Investment Management Ltd.$138K1
473Y.D. More Investments Ltd$127K1
474Financial Network Wealth Advisors LLC$110K1
475FIL Ltd$100K1
476Livforsakringsbolaget Skandia, Omsesidigt$93.1K1
477Arax Advisory Partners$89.5K1
478CENTRAL TRUST Co$87.3K1
479MATHER GROUP, LLC.$84.0K1
480BAMCO INC /NY/$82.6K1
481Walleye Trading LLC$77.9K1
482Larson Financial Group LLC$75.9K1
483Quarry LP$60.8K1
484MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$60.0K1
485N.E.W. Advisory Services LLC$58.2K1
486Curat Global, LLC$58.2K1
487Blue Trust, Inc.$57.8K1
488JONES FINANCIAL COMPANIES LLLP$55.7K1
489MCF Advisors LLC$48.0K1
490Elevated Capital Advisors, LLC$46.9K1
491Employees Retirement System of Texas$39.0K1
492Glen Eagle Advisors, LLC$34.6K1
493Strengthening Families & Communities, LLC$31.4K1
494Elequin Capital, LP$29.1K1
495Measured Wealth Private Client Group, LLC$28.0K1
496Salomon & Ludwin, LLC$26.7K1
497BEACON INVESTMENT ADVISORY SERVICES, INC.$25.5K1
498Manchester Capital Management LLC$25.1K1
499Rialto Wealth Management, LLC$24.7K1
500ARMSTRONG ADVISORY GROUP, INC$23.6K1
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)0 buy / 1 sell
Congress net ($ bound)−$15.0K to −$1.0K
Filers net (actions)not in build
Filers net ($ 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 WSO

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for WSO · financials and macro

Financials — as filed PLANNED

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