Public record / Tickers / WST

WST — WEST PHARMACEUTICAL SERVICES INC

Both disclosure regimes on one name: who in Congress filed about WST, 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
20
all PTR rows naming WST
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-13
filed 2025-08-13
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 · $50.0K–$100K

Sale · traded 2020-09-24 → filed 2020-10-19. Ranked over every WST row by the provable lower bound, never a point estimate.

No member disclosed WST 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.

6 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 WST · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning WST
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 07-22 +22d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2025-05-08Robert P. Bresnahan, Jr. R–PA-8SaleTraded 04-08 +30d$1K–$15K
2025-03-27Robert P. Bresnahan, Jr. R–PA-8PurchaseTraded 02-25 +30d$1K–$15K
2025-03-06Jared Moskowitz D–FL-23Sale · DC (dependent-child-owned)Traded 02-13 +21d$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 20 ↗

Members active in WST

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

No member disclosed WST in the trailing 12 months.

Congress ↔ notable managers · WST

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
1 Moore Capital Management $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · West Pharmaceutical Services Inc - US

Merged timeline of congressional filings and notable-manager moves on WST
DateWhoChangeSize
2026-05-15Viking Global Investors 13Fadd+121,920 sh
2026-05-15Tudor Investment Corp 13Fadd+24,745 sh
2026-05-15Bridgewater Associates 13Fadd+19,088 sh
2026-05-15Gotham Asset Management 13Fadd+5,324 sh
2026-05-15Moore Capital Management 13Fexit−95,000 sh
2026-05-14Caxton Associates 13Fnew+1,457 sh

6 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 WST for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.7B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.2B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$1.0B1
4STATE STREET CORP$826M1
5Artisan Partners Limited Partnership$666M1
6GENERATION INVESTMENT MANAGEMENT LLP$562M1
7MORGAN STANLEY$366M1
8BROWN ADVISORY INC$336M1
9Longview Partners (Guernsey) LTD$330M1
10FMR LLC$313M1
11APG Asset Management N.V.$276M1
12Invesco Ltd.$265M1
13UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$226M1
14TD ASSET MANAGEMENT INC$193M1
15NORTHERN TRUST CORP$183M1
16JACOBS LEVY EQUITY MANAGEMENT, INC$177M1
17ProShare Advisors LLC$165M1
18Amundi$161M1
19Findlay Park Partners LLP$155M1
20Capital Research Global Investors$151M1
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC$139M1
22Epoch Investment Partners, Inc.$137M1
23SEI INVESTMENTS CO$133M1
24ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$128M1
25Legal & General Group Plc$127M1
26DIMENSIONAL FUND ADVISORS LP$116M1
27GATES FOUNDATION TRUST$111M1
28DEUTSCHE BANK AG\$105M1
29VIKING GLOBAL INVESTORS LP$105M1
30Nuveen, LLC$103M1
31VANGUARD FIDUCIARY TRUST CO$102M1
32AMERICAN CENTURY COMPANIES INC$100M1
33STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$97.3M1
34BANK OF AMERICA CORP /DE/$95.7M1
35ROYAL BANK OF CANADA$94.6M1
36BARCLAYS PLC$87.5M1
37CITADEL ADVISORS LLC$81.1M1
38JANE STREET GROUP, LLC$76.5M1
39UBS Group AG$69.1M1
40WORLDQUANT MILLENNIUM ADVISORS LLC$67.2M1
41AQR CAPITAL MANAGEMENT LLC$66.5M1
42Stonehage Fleming Financial Services Holdings Ltd$63.9M1
43WELLINGTON MANAGEMENT GROUP LLP$62.3M1
44ENVESTNET ASSET MANAGEMENT INC$59.0M1
45CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$58.4M1
46Seilern Investment Management Ltd$56.6M1
47TWO SIGMA INVESTMENTS, LP$56.6M1
48Swiss National Bank$52.9M1
49RENAISSANCE TECHNOLOGIES LLC$52.5M1
50FEDERATED HERMES, INC.$52.2M1
51Champlain Investment Partners, LLC$51.6M1
52Holocene Advisors, LP$51.0M1
53LGT Group Foundation$51.0M1
54Vest Financial, LLC$50.9M1
55BAMCO INC /NY/$50.1M1
56Mitsubishi UFJ Asset Management Co., Ltd.$45.6M1
57Allianz Asset Management GmbH$44.3M1
58NOMURA ASSET MANAGEMENT CO LTD$43.7M1
59Quantinno Capital Management LP$40.5M1
60Birch Hill Investment Advisors LLC$40.4M1
61Point72 Asset Management, L.P.$39.9M1
62Vanguard Global Advisers, LLC$39.5M1
63HSBC HOLDINGS PLC$39.3M1
64CITIGROUP INC$35.7M1
65Assenagon Asset Management S.A.$34.5M1
66CANADA PENSION PLAN INVESTMENT BOARD$33.9M1
67SCHRODER INVESTMENT MANAGEMENT GROUP$33.1M1
68Conestoga Capital Advisors, LLC$32.8M1
69BANK OF MONTREAL /CAN/$31.9M1
70VANGUARD ASSET MANAGEMENT, Ltd$31.2M1
71Nan Shan Life Insurance Co., Ltd.$27.5M1
72ROYAL LONDON ASSET MANAGEMENT LTD$25.0M1
73WELLS FARGO & COMPANY/MN$24.3M1
74ALLIANCEBERNSTEIN L.P.$24.0M1
75PRINCIPAL FINANCIAL GROUP INC$21.4M1
76Creative Planning$20.9M1
77RAYMOND JAMES FINANCIAL INC$20.7M1
78Man Group plc$20.0M1
79TEACHER RETIREMENT SYSTEM OF TEXAS$19.2M1
80Asset Management One Co., Ltd.$18.7M1
81Curi Capital, LLC$18.1M1
82Aberdeen Group plc$17.3M1
83CREDIT AGRICOLE S A$16.7M1
84Korea Investment CORP$16.5M1
85LPL Financial LLC$16.5M1
86STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$16.5M1
87TUDOR INVESTMENT CORP ET AL$16.4M1
88FIFTH THIRD BANCORP$16.4M1
89BANK OF NOVA SCOTIA$16.4M1
90ADAGE CAPITAL PARTNERS GP, L.L.C.$16.1M1
91BLAIR WILLIAM & CO/IL$15.7M1
92Aware Super Pty Ltd as trustee of Aware Super$15.4M1
93Corient Private Wealth LLC$14.8M1
94Baird Financial Group, Inc.$14.4M1
95Susquehanna Portfolio Strategies, LLC$14.0M1
96Andra AP-fonden$13.8M1
97BLI - Banque de Luxembourg Investments$13.6M1
98HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$12.7M1
99NATIONAL BANK OF CANADA /FI/$12.4M1
100Universal- Beteiligungs- und Servicegesellschaft mbH$12.1M1
101MANUFACTURERS LIFE INSURANCE COMPANY, THE$11.9M1
102BNP Paribas Asset Management Holding S.A.$11.3M1
103Pictet Asset Management Holding SA$11.1M1
104Taproot Management LP$10.9M1
105Vident Advisory, LLC$10.9M1
106NORDEA INVESTMENT MANAGEMENT AB$10.0M1
107WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$10.0M1
108STATE OF WISCONSIN INVESTMENT BOARD$9.7M1
109STIFEL FINANCIAL CORP$9.1M1
110Vanguard Investments Australia, Ltd.$8.9M1
111Chevy Chase Trust Holdings, LLC$8.9M1
112WINTON GROUP Ltd$8.4M1
113YOUSIF CAPITAL MANAGEMENT, LLC$7.8M1
114Cresset Asset Management, LLC$7.8M1
115Resona Asset Management Co.,Ltd.$7.7M1
116FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$7.7M1
117Robeco Institutional Asset Management B.V.$7.5M1
118Alpine Peaks Capital, LP$7.5M1
119Blue Zone Wealth Advisors, LLC$7.3M1
120Ensign Peak Advisors, Inc$7.1M1
121FIRST TRUST ADVISORS LP$7.0M1
122CIBC Bancorp USA Inc.$6.9M1
123VICTORY CAPITAL MANAGEMENT INC$6.9M1
124Tredje AP-fonden$6.8M1
125OPPENHEIMER ASSET MANAGEMENT INC.$6.8M1
126ExodusPoint Capital Management, LP$6.7M1
127FIL Ltd$6.4M1
128State of New Jersey Common Pension Fund D$6.2M1
129TRUIST FINANCIAL CORP$6.1M1
130Cetera Investment Advisers$6.0M1
131Squarepoint Ops LLC$5.9M1
132Pathstone Holdings, LLC$5.9M1
133Lansforsakringar Fondforvaltning AB (publ)$5.9M1
134Bridgewater Associates, LP$5.8M1
135&PARTNERS$5.8M1
136Qube Research & Technologies Ltd$5.6M1
137TD Waterhouse Canada Inc.$5.5M1
138Swiss Life Asset Management Ltd$5.4M1
139NFJ INVESTMENT GROUP, LLC$5.4M1
140Tidal Investments LLC$5.3M1
141MACKENZIE FINANCIAL CORP$5.3M1
142TORONTO DOMINION BANK$5.3M1
143Mirae Asset Global Investments Co., Ltd.$5.2M1
144Czech National Bank$4.9M1
145Arizona State Retirement System$4.9M1
146STATE OF MICHIGAN RETIREMENT SYSTEM$4.9M1
147USS Investment Management Ltd$4.8M1
148ICICI Prudential Asset Management Co Ltd$4.8M1
149Fisher Asset Management, LLC$4.7M1
150Apella Capital, LLC$4.6M1
151Illinois Municipal Retirement Fund$4.5M1
152Daiwa Securities Group Inc.$4.5M1
153M&T BANK CORP$4.5M1
154NATIXIS$4.4M1
155CIBC Asset Management Inc$4.3M1
156Zurcher Kantonalbank (Zurich Cantonalbank)$4.3M1
157Hilton Capital Management, LLC$4.3M1
158COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.2M1
159Retirement Systems of Alabama$3.8M1
160Jefferies Financial Group Inc.$3.7M1
161LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$3.6M1
162VOYA INVESTMENT MANAGEMENT LLC$3.6M1
163D. E. Shaw & Co., Inc.$3.5M1
164Meiji Yasuda Asset Management Co Ltd.$3.5M1
165MILLENNIUM MANAGEMENT LLC$3.5M1
166IFM Investors Pty Ltd$3.5M1
167William Allan Corp$3.4M1
168SEB Asset Management AB$3.4M1
169PRUDENTIAL PLC$3.4M1
170Endowment Wealth Management, Inc.$3.3M1
171OMERS ADMINISTRATION Corp$3.2M1
172Eurizon Capital SGR S.p.A.$3.2M1
173Summit Financial, LLC$3.2M1
174XPONANCE LLC$3.1M1
175Inspire Investing, LLC$3.1M1
176Mariner, LLC$3.1M1
177Cerity Partners LLC$3.1M1
178WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.0M1
179FRANKLIN RESOURCES INC$2.9M1
180PUBLIC SECTOR PENSION INVESTMENT BOARD$2.9M1
181Utah Retirement Systems$2.9M1
182NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.7M1
183ASSETMARK, INC$2.7M1
184Rakuten Investment Management, Inc.$2.6M1
185NLB Skladi, upravljanje premozenja, d.o.o.$2.6M1
186Swedbank AB$2.6M1
187Vanguard Personalized Indexing Management, LLC$2.5M1
188BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.5M1
189NEOS Investment Management LLC$2.5M1
190NISSAY ASSET MANAGEMENT CORP /JAPAN$2.5M1
191CIBC WORLD MARKET INC.$2.5M1
192Focus Partners Wealth$2.4M1
193ASR Vermogensbeheer N.V.$2.4M1
194AZZAD ASSET MANAGEMENT INC /ADV$2.4M1
195UniSuper Management Pty Ltd$2.4M1
196MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.3M1
197Candriam S.C.A.$2.3M1
198DAVENPORT & Co LLC$2.3M1
199XTX Topco Ltd$2.3M1
200Hillman Capital Management, Inc.$2.2M1
201FOX RUN MANAGEMENT, L.L.C.$2.2M1
202Wilmington Savings Fund Society, FSB$2.2M1
203Sumitomo Mitsui DS Asset Management Company, Ltd$2.1M1
204OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.1M1
205Janus Henderson Group Ltd.$2.1M1
206SALEM INVESTMENT COUNSELORS INC$2.0M1
207KEYBANK NATIONAL ASSOCIATION/OH$2.0M1
208SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.0M1
209Weiss Asset Management LP$2.0M1
210Crossmark Global Holdings, Inc.$2.0M1
211MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.9M1
212OSAIC HOLDINGS, INC.$1.9M1
213Avanza Fonder AB$1.9M1
214OP Asset Management Ltd$1.9M1
215US BANCORP \DE\$1.8M1
216STOREBRAND ASSET MANAGEMENT AS$1.8M1
217MML INVESTORS SERVICES, LLC$1.8M1
218Gotham Asset Management, LLC$1.8M1
219Generali Asset Management SPA SGR$1.8M1
220Summit Trail Advisors, LLC$1.7M1
221Atria Investments, Inc$1.7M1
222PENINSULA ASSET MANAGEMENT INC$1.7M1
223HB Wealth Management, LLC$1.6M1
224MERCER GLOBAL ADVISORS INC /ADV$1.6M1
225REGIONS FINANCIAL CORP$1.6M1
226Pallas Capital Advisors LLC$1.6M1
227INTECH INVESTMENT MANAGEMENT LLC$1.6M1
228MACQUARIE GROUP LTD$1.6M1
229CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$1.4M1
230FOUNDATIONS INVESTMENT ADVISORS, LLC$1.4M1
231Rafferty Asset Management, LLC$1.4M1
232Sierra Legacy Group$1.4M1
233Wealthfront Advisers LLC$1.4M1
234Callan Family Office, LLC$1.3M1
235COMMERCE BANK$1.3M1
236CWM, LLC$1.3M1
237HighTower Advisors, LLC$1.3M1
238Investment Management Corp of Ontario$1.3M1
239Laird Norton Wetherby Trust Company, LLC$1.3M1
240Ethic Inc.$1.3M1
241BRIGHT ROCK CAPITAL MANAGEMENT, LLC$1.3M1
242ODDO BHF ASSET MANAGEMENT SAS$1.3M1
243Metis Global Partners, LLC$1.2M1
244GUGGENHEIM CAPITAL LLC$1.2M1
245Roundview Capital LLC$1.2M1
246Northwest & Ethical Investments L.P.$1.2M1
247Bank Julius Baer & Co. Ltd, Zurich$1.1M1
248Merit Financial Group, LLC$1.1M1
249OPPENHEIMER & CO INC$1.1M1
250MISSION WEALTH MANAGEMENT, LP$1.1M1
251BROOKTREE CAPITAL MANAGEMENT$1.1M1
252MIZUHO SECURITIES USA LLC$1.1M1
253Advisors Capital Management, LLC$1.1M1
254ROCKLAND TRUST CO$1.1M1
255Sanctuary Advisors, LLC$1.1M1
256NORDEN GROUP LLC$1.0M1
257Lido Advisors, LLC$1.0M1
258TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$1.0M1
259National Pension Service$995K1
260Norinchukin Bank, The$985K1
261Kintegral Advisory, LLC$956K1
262Allspring Global Investments Holdings, LLC$941K1
263UMB Bank, n.a.$937K1
264Barbara Oil Co.$927K1
265UNITED CAPITAL FINANCIAL ADVISORS, LLC$926K1
266BENJAMIN EDWARDS INC$903K1
267Maryland State Retirement & Pension System$891K1
268WELCH & FORBES LLC$855K1
269TOKIO MARINE ASSET MANAGEMENT CO LTD$847K1
270Heritage Investment Group, Inc.$845K1
271Sequoia Financial Advisors, LLC$833K1
272TEMA ETFS LLC$820K1
273Gibbs Wealth Management$806K1
274Engineers Gate Manager LP$806K1
275Bridgefront Capital, LLC$801K1
276Meiji Yasuda Life Insurance Co$795K1
277LECAP ASSET MANAGEMENT LTD$782K1
278Verdence Capital Advisors LLC$775K1
279Inspire Advisors, LLC$773K1
280AIGEN INVESTMENT MANAGEMENT, LP$767K1
281Federation des caisses Desjardins du Quebec$762K1
282COMMONWEALTH EQUITY SERVICES, LLC$761K1
283Hennion & Walsh Asset Management, Inc.$750K1
284PFG Advisors$749K1
285Accretive Wealth Partners, LLC$749K1
286MUFG Securities EMEA plc$740K1
287Voleon Capital Management LP$716K1
288Clearstead Advisors, LLC$710K1
289Woodline Partners LP$703K1
290Larson Financial Group LLC$691K1
291Modera Wealth Management, LLC$691K1
292Empowered Funds, LLC$681K1
293NewEdge Advisors, LLC$679K1
294Voya Financial Advisors, Inc.$646K1
295ABN AMRO INVESTMENT SOLUTIONS$640K1
296TWO SIGMA SECURITIES, LLC$635K1
297Purkiss Capital Advisors LLC$631K1
298LRT Capital Management, LLC$631K1
299O'SHAUGHNESSY ASSET MANAGEMENT, LLC$623K1
300Diversified Trust Co$621K1
301Beacon Pointe Advisors, LLC$621K1
302Arax Advisory Partners$616K1
303Empirical Finance, LLC$606K1
304Marex Group Ltd$603K1
305Global X Japan Co., Ltd.$600K1
306MONTAG A & ASSOCIATES INC$591K1
307Rockefeller Capital Management L.P.$589K1
308NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$589K1
309NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$577K1
310COLDSTREAM CAPITAL MANAGEMENT INC$575K1
311Vontobel Holding Ltd.$570K1
312Independent Advisor Alliance$564K1
313MidFirst Bank$558K1
314ANCHYRA PARTNERS LLC$557K1
315FULTON BANK, N.A.$548K1
316S-Bank Fund Management Ltd$537K1
317Net Worth Advisory Group$534K1
318LBP AM SA$534K1
319Hyperion Capital Advisors LP$534K1
320BAHL & GAYNOR INC$533K1
321ALPS ADVISORS INC$528K1
322BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$526K1
323North Dakota State Investment Board$524K1
324WADDELL & ASSOCIATES, LLC$514K1
325QUADRANT CAPITAL GROUP LLC$492K1
326SECURIAN ASSET MANAGEMENT, INC$483K1
327Chicago Partners Investment Group LLC$474K1
328Inscription Capital, LLC$469K1
329BOOTHBAY FUND MANAGEMENT, LLC$465K1
330Vestmark Advisory Solutions, Inc.$464K1
331Wedmont Private Capital$456K1
332Te Ahumairangi Investment Management Ltd$444K1
333IEQ CAPITAL, LLC$442K1
334Avior Wealth Management, LLC$433K1
335QRG CAPITAL MANAGEMENT, INC.$421K1
336Envestnet Portfolio Solutions, Inc.$420K1
337GRANDFIELD & DODD, LLC$418K1
338Portside Wealth Group, LLC$411K1
339EntryPoint Capital, LLC$409K1
340Perigon Wealth Management, LLC$397K1
341Concurrent Investment Advisors, LLC$395K1
342GUYASUTA INVESTMENT ADVISORS INC$391K1
343E Fund Management Co., Ltd.$390K1
344FIDUCIARY TRUST CO$386K1
345Modern Wealth Management, LLC$385K1
346Advisory Alpha, LLC$383K1
347RTD Financial Advisors, Inc.$382K1
348Qtron Investments LLC$380K1
349Annex Advisory Services, LLC$380K1
350KFA Private Wealth Group, LLC$376K1
351Orion Porfolio Solutions, LLC$371K1
352CAXTON ASSOCIATES LLP$365K1
353Penobscot Investment Management Company, Inc.$363K1
354Ellis Investment Partners, LLC$354K1
355GATEWAY INVESTMENT ADVISERS LLC$353K1
356Elevated Capital Advisors, LLC$353K1
357Pitcairn Wealth Advisors LLC$349K1
358Apollon Wealth Management, LLC$343K1
359Linden Thomas Advisory Services, LLC$332K1
360Oasis Advisors, LLC$330K1
361Parkside Financial Bank & Trust$329K1
362DRW Securities, LLC$328K1
363Jacobi Capital Management LLC$326K1
364Revisor Wealth Management LLC$318K1
365Wealthspire Advisors, LLC$313K1
366Northwest Bancshares, Inc.$312K1
367Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$310K1
368Compound Planning, Inc.$307K1
369Savvy Advisors, Inc.$299K1
370Smartleaf Asset Management LLC$292K1
371Baron Wealth Management LLC$289K1
372HUB Investment Partners, LLC$289K1
373AE Wealth Management LLC$286K1
374Manchester Capital Management LLC$283K1
375BALYASNY ASSET MANAGEMENT L.P.$281K1
376Westover Capital Advisors, LLC$281K1
377OFI INVEST ASSET MANAGEMENT$280K1
378CHOREO, LLC$275K1
379Meeder Advisory Services, Inc.$274K1
380NewEdge Wealth, LLC$270K1
381PANAGORA ASSET MANAGEMENT INC$270K1
382FLAGSHIP HARBOR ADVISORS, LLC$263K1
383GROUPAMA ASSET MANAGMENT$262K1
384LGL PARTNERS, LLC$261K1
385Brooklyn Investment Group$258K1
386ANGELES WEALTH MANAGEMENT, LLC$258K1
387Pinnacle Financial Partners, Inc.$258K1
388Sivia Capital Partners, LLC$252K1
389Westerkirk Capital Inc.$249K1
390Siemens Fonds Invest GmbH$249K1
391OXFORD ASSET MANAGEMENT LLP$248K1
392Connor, Clark & Lunn Investment Management Ltd.$248K1
393World Investment Advisors$247K1
394DIVERSIFY WEALTH MANAGEMENT, LLC$246K1
395EVERGREEN CAPITAL MANAGEMENT LLC$244K1
396Farringdon Capital, Ltd.$242K1
397WEALTH ALLIANCE, LLC$237K1
398Snowden Capital Advisors LLC$235K1
399Lombard Odier Asset Management (Switzerland) SA$231K1
400Vise Technologies, Inc.$229K1
401MATHER GROUP, LLC.$227K1
402Citizens Business Bank$226K1
403Morningstar Investment Management LLC$224K1
404ZACKS INVESTMENT MANAGEMENT$222K1
405DoubleLine ETF Adviser LP$222K1
406Ausdal Financial Partners, Inc.$222K1
407Savant Capital, LLC$218K1
408PATTON FUND MANAGEMENT, INC.$216K1
409Drucker Wealth 3.0, LLC$216K1
410D.A. DAVIDSON & CO.$213K1
411Allworth Financial LP$213K1
412Knollwood Investment Advisory, LLC$211K1
413Strata Wealth Advisors, LLC$210K1
414Private Advisor Group, LLC$207K1
415MGO ONE SEVEN LLC$207K1
416JOURNEY STRATEGIC WEALTH LLC$205K1
417Western Wealth Management, LLC$203K1
418Trust Asset Management LLC$202K1
419PROFUND ADVISORS LLC$202K1
420PKO Investment Management Joint-Stock Co$201K1
421Hilltop National Bank$172K1
422SIGNATUREFD, LLC$169K1
423Fullerton Fund Management Co Ltd.$165K1
424WESTPAC BANKING CORP$162K1
425Ameritas Investment Partners, Inc.$161K1
426Tower Research Capital LLC (TRC)$148K1
427Steward Partners Investment Advisory, LLC$146K1
428Leonteq Securities AG$113K1
429DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$111K1
430Pinnacle Wealth Planning Services, Inc.$109K1
431HighMark Wealth Management LLC$105K1
432MEEDER ASSET MANAGEMENT INC$96.7K1
433Banque Cantonale Vaudoise$88.0K1
434EXCHANGE TRADED CONCEPTS, LLC$80.2K1
435Blue Trust, Inc.$69.9K1
436EASTERN BANK$68.4K1
437CVA Family Office, LLC$64.4K1
438EDMOND DE ROTHSCHILD HOLDING S.A.$63.7K1
439State of Wyoming$62.2K1
440Cromwell Holdings LLC$62.2K1
441Evelyn Partners Investment Management Services Ltd$53.9K1
442Bayforest Capital Ltd$44.4K1
443MAI Capital Management$37.8K1
444BEACON INVESTMENT ADVISORY SERVICES, INC.$37.3K1
445ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$37.3K1
446BARRETT & COMPANY, INC.$37.3K1
447Medallion Wealth Advisors, LLC$32.1K1
448Opal Wealth Advisors, LLC$31.6K1
449SJS Investment Consulting Inc.$31.1K1
450PITTENGER & ANDERSON INC$28.8K1
451Glen Eagle Advisors, LLC$27.6K1
452Addison Advisors LLC$25.3K1
453Meramec Financial Planners, LLC$25.0K1
454True Wealth Design, LLC$24.3K1
455Community Financial Services Group, LLC$23.8K1
456Freestone Grove Partners LP$23.1K1
457CNB Bank$22.3K1
458INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$21.0K1
459Owl Creek Wealth Partners LLC$20.3K1
460Avalon Trust Co$19.8K1
461Transamerica Financial Advisors, LLC$18.6K1
462NATIXIS ADVISORS, LLC$15.7K1
463Destiny Wealth Partners, LLC$15.0K1
464Spire Wealth Management$13.0K1
465CANADA LIFE ASSURANCE Co$12.7K1
466Bell Investment Advisors, Inc$12.5K1
467Activest Wealth Management$11.3K1
468GHP Investment Advisors, Inc.$10.3K1
469Financial Network Wealth Advisors LLC$10.0K1
470MCF Advisors LLC$10.0K1
471Solstein Capital, LLC$8.5K1
472IMG Wealth Management, Inc.$8.3K1
473Treasurer of the State of North Carolina$7.7K1
474JFS WEALTH ADVISORS, LLC$7.5K1
475JNBA Financial Advisors$7.5K1
476Quarry LP$7.5K1
477Kemnay Advisory Services Inc.$7.3K1
478MV CAPITAL MANAGEMENT, INC.$7.0K1
479DekaBank Deutsche Girozentrale$7.0K1
480Financial Perspectives, Inc$6.8K1
481Clayton Financial Group LLC$6.5K1
482JONES FINANCIAL COMPANIES LLLP$6.3K1
483Valued Wealth Advisors LLC$6.0K1
484Annis Gardner Whiting Capital Advisors, LLC$5.0K1
485Pacific Center for Financial Services$4.8K1
486Signature Equity Partners, LLC$4.6K1
487Legacy Wealth Managment, LLC/ID$4.5K1
488WPG Advisers, LLC$4.5K1
489NFSG Corp$4.3K1
490Johnson Financial Group, Inc.$4.0K1
491Physician Wealth Advisors, Inc.$4.0K1
492COUNTRY TRUST BANK$4.0K1
493Abound Wealth Management$3.3K1
494Employees Retirement System of Texas$3.3K1
495SUMMIT SECURITIES GROUP LLC$3.0K1
496Kilter Group LLC$3.0K1
497Stone House Investment Management, LLC$2.8K1
498Darwin Wealth Management, LLC$2.6K1
499Westfuller Advisors, LLC$2.5K1
500SouthState Bank Corp$2.5K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on WST

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for WST · financials and macro

Financials — as filed PLANNED

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