Public record / Tickers / WTS

WTS — WATTS WATER TECHNOLOGIES INC

Both disclosure regimes on one name: who in Congress filed about WTS, 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
4
all PTR rows naming WTS
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
04-27
filed 2020-04-27
13F holders
409
top-409 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 2016-06-09 → filed 2016-07-13. Ranked over every WTS row by the provable lower bound, never a point estimate.

No member disclosed WTS 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.

1 row 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

No dated WTS rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING WTS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning WTS
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2020-04-27Donna E. Shalala D–FL-27SaleTraded 2019-06-24 LATE·308d$1K–$15K
2016-07-13Suzan K. DelBene D–WA-1Sale · JT (jointly owned)Traded 06-09 +34d$15K–$50K
2015-08-10Suzan K. DelBene D–WA-1Purchase · JT (jointly owned)Traded 07-27 +14d$1K–$15K
2014-07-09Suzan K. DelBene D–WA-1Purchase · JT (jointly owned)Traded 06-18 +21d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 4 ↗

Members active in WTS

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

No member disclosed WTS in the trailing 12 months.

Congress ↔ notable managers · WTS

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

Congress · last 90 days

Buyers
0
Sellers
0

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

Notable managers · quarter ended 2026-03-31

Adding
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · WATTS WATER TECHNOLOGIES INC

Merged timeline of congressional filings and notable-manager moves on WTS
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Ftrim−8,042 sh
2026-05-15Gotham Asset Management 13Ftrim−1,261 sh

2 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 WTS for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.1B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$482M1
3VANGUARD CAPITAL MANAGEMENT LLC$356M1
4STATE STREET CORP$288M1
5Boston Partners$219M1
6FIRST TRUST ADVISORS LP$158M1
7DIMENSIONAL FUND ADVISORS LP$151M1
8Invesco Ltd.$137M1
9Mirova US LLC$127M1
10AQR CAPITAL MANAGEMENT LLC$121M1
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC$112M1
12NORTHERN TRUST CORP$105M1
13Port Capital LLC$74.7M1
14Cartenna Capital, LP$69.7M1
15LAZARD ASSET MANAGEMENT LLC$63.5M1
16WELLS FARGO & COMPANY/MN$61.6M1
17MORGAN STANLEY$57.6M1
18VANGUARD FIDUCIARY TRUST CO$55.4M1
19Birch Hill Investment Advisors LLC$55.0M1
20BNP Paribas Asset Management Holding S.A.$51.6M1
21Amundi$45.5M1
22RAYMOND JAMES FINANCIAL INC$43.6M1
23AE Wealth Management LLC$42.2M1
24RENAISSANCE TECHNOLOGIES LLC$39.2M1
25BANK OF AMERICA CORP /DE/$38.8M1
26EULAV Asset Management$37.4M1
27Polar Capital Holdings Plc$36.7M1
28Nuveen, LLC$35.7M1
29Legal & General Group Plc$30.1M1
30Allianz Asset Management GmbH$27.5M1
31DEUTSCHE BANK AG\$26.1M1
32STOREBRAND ASSET MANAGEMENT AS$26.0M1
33Triodos Investment Management BV$25.0M1
34JUPITER ASSET MANAGEMENT LTD$24.5M1
35PRINCIPAL FINANCIAL GROUP INC$24.4M1
36GROUPAMA ASSET MANAGMENT$24.0M1
37Qube Research & Technologies Ltd$23.4M1
38FEDERATED HERMES, INC.$23.2M1
39UBS Group AG$22.9M1
40FIL Ltd$22.5M1
41UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$20.9M1
42Walleye Capital LLC$20.8M1
43CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$20.7M1
44ALLIANCEBERNSTEIN L.P.$18.7M1
45Robeco Schweiz AG$18.3M1
46Zurcher Kantonalbank (Zurich Cantonalbank)$18.3M1
47Perpetual Ltd$17.7M1
48SEI INVESTMENTS CO$17.6M1
49CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$17.5M1
50Champlain Investment Partners, LLC$15.9M1
51Swiss National Bank$15.7M1
52FMR LLC$15.4M1
53VOYA INVESTMENT MANAGEMENT LLC$15.2M1
54Retirement Systems of Alabama$14.7M1
55STATE OF WISCONSIN INVESTMENT BOARD$14.6M1
56OP Asset Management Ltd$13.4M1
57VOLORIDGE INVESTMENT MANAGEMENT, LLC$13.0M1
58DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$12.6M1
59FULLER & THALER ASSET MANAGEMENT, INC.$12.6M1
60NORDEA INVESTMENT MANAGEMENT AB$12.6M1
61ENVESTNET ASSET MANAGEMENT INC$11.9M1
62AMERICAN CENTURY COMPANIES INC$11.7M1
63Clark Capital Management Group, Inc.$10.9M1
64DUFF & PHELPS INVESTMENT MANAGEMENT CO$10.8M1
65JANE STREET GROUP, LLC$10.7M1
66BURNEY CO/$10.6M1
67ROYAL BANK OF CANADA$10.1M1
68Candriam S.C.A.$10.0M1
69REGIONS FINANCIAL CORP$9.5M1
70PRUDENTIAL FINANCIAL INC$8.9M1
71ALPS ADVISORS INC$8.8M1
72HSBC HOLDINGS PLC$8.8M1
73BOOTHBAY FUND MANAGEMENT, LLC$8.3M1
74TEACHER RETIREMENT SYSTEM OF TEXAS$8.3M1
75Allspring Global Investments Holdings, LLC$8.2M1
76Empowered Funds, LLC$8.1M1
77Cerity Partners LLC$7.8M1
78Montanaro Asset Management Ltd$7.7M1
79Creative Planning$7.6M1
80Callan Family Office, LLC$7.5M1
81Tidal Investments LLC$7.5M1
82MANUFACTURERS LIFE INSURANCE COMPANY, THE$7.4M1
83ProShare Advisors LLC$7.4M1
84Vest Financial, LLC$7.2M1
85CITADEL ADVISORS LLC$7.2M1
86Edgestream Partners, L.P.$7.1M1
87VANGUARD ASSET MANAGEMENT, Ltd$7.1M1
88SCHRODER INVESTMENT MANAGEMENT GROUP$7.1M1
89Beacon Harbor Wealth Advisors, Inc.$7.0M1
90ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$6.9M1
91Assenagon Asset Management S.A.$6.7M1
92FRANKLIN RESOURCES INC$6.7M1
93KING LUTHER CAPITAL MANAGEMENT CORP$6.1M1
94STIFEL FINANCIAL CORP$6.0M1
95LEVEL FOUR ADVISORY SERVICES, LLC$5.9M1
96MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$5.9M1
97Point72 Asset Management, L.P.$5.7M1
98Pictet Asset Management Holding SA$5.5M1
99Quilter Plc$5.5M1
100ZACKS INVESTMENT MANAGEMENT$5.3M1
101PUBLIC SECTOR PENSION INVESTMENT BOARD$4.9M1
102SEB Asset Management AB$4.9M1
103SummitTX Capital, L.P.$4.5M1
104Engineers Gate Manager LP$4.4M1
105PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$4.4M1
106STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$4.2M1
107&PARTNERS$4.1M1
108Trexquant Investment LP$4.0M1
109FIFTH THIRD BANCORP$3.9M1
110Illinois Municipal Retirement Fund$3.8M1
111Paralel Advisors LLC$3.8M1
112CITIGROUP INC$3.8M1
113NewEdge Wealth, LLC$3.8M1
114Vestmark Advisory Solutions, Inc.$3.8M1
115Janus Henderson Group Ltd.$3.6M1
116CANADA PENSION PLAN INVESTMENT BOARD$3.5M1
117Vanguard Global Advisers, LLC$3.5M1
118Kingsview Wealth Management, LLC$3.4M1
119TWO SIGMA INVESTMENTS, LP$3.4M1
120LPL Financial LLC$3.4M1
121SMA Capital LLC$3.2M1
122Bridgewater Associates, LP$3.1M1
123KLP KAPITALFORVALTNING AS$3.1M1
124Freedom Day Solutions, LLC$3.1M1
125MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.1M1
126Vontobel Holding Ltd.$2.9M1
127PATTON ALBERTSON MILLER GROUP, LLC$2.9M1
128Universal- Beteiligungs- und Servicegesellschaft mbH$2.8M1
129CREDIT AGRICOLE S A$2.8M1
130Future Fund LLC$2.7M1
131NFJ INVESTMENT GROUP, LLC$2.7M1
132Aquatic Capital Management LLC$2.6M1
133SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.6M1
134Man Group plc$2.5M1
135State of New Jersey Common Pension Fund D$2.5M1
136Advisors Asset Management, Inc.$2.4M1
137Quadrature Capital Ltd$2.4M1
138FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.3M1
139Susquehanna Portfolio Strategies, LLC$2.3M1
140INTECH INVESTMENT MANAGEMENT LLC$2.3M1
141Arizona State Retirement System$2.2M1
142Pathstone Holdings, LLC$2.2M1
143Quantinno Capital Management LP$2.2M1
144Linden Thomas Advisory Services, LLC$2.1M1
145JOHNSON INVESTMENT COUNSEL INC$2.1M1
146COLDSTREAM CAPITAL MANAGEMENT INC$2.1M1
147Magnetar Financial LLC$2.1M1
148COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.0M1
149Vanguard Investments Australia, Ltd.$2.0M1
150MASSACHUSETTS FINANCIAL SERVICES CO /MA/$2.0M1
151Atria Investments, Inc$1.9M1
152Smith Group Asset Management, LLC$1.9M1
153GUYASUTA INVESTMENT ADVISORS INC$1.9M1
154O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.9M1
155STATE OF MICHIGAN RETIREMENT SYSTEM$1.9M1
156Cumberland Partners Ltd$1.9M1
157TRUIST FINANCIAL CORP$1.9M1
158M&T BANK CORP$1.8M1
159MILLENNIUM MANAGEMENT LLC$1.8M1
160NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.8M1
161New Age Alpha Advisors, LLC$1.7M1
162OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.6M1
163PICTON MAHONEY ASSET MANAGEMENT$1.6M1
164WELCH & FORBES LLC$1.5M1
165IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.5M1
166HighTower Advisors, LLC$1.5M1
167Redmond Asset Management, LLC$1.4M1
168US BANCORP \DE\$1.4M1
169OneDigital Investment Advisors LLC$1.3M1
170Vanguard Personalized Indexing Management, LLC$1.3M1
171COMMONWEALTH EQUITY SERVICES, LLC$1.3M1
172XTX Topco Ltd$1.2M1
173Graham Capital Management, L.P.$1.2M1
174XPONANCE LLC$1.2M1
175Mariner, LLC$1.2M1
176ABLES, IANNONE, MOORE & ASSOCIATES, INC.$1.1M1
177Impact Capital Partners LLC$1.1M1
178EXCHANGE TRADED CONCEPTS, LLC$1.1M1
179Central Pacific Bank - Trust Division$1.1M1
180CIBC Bancorp USA Inc.$1.1M1
181GUGGENHEIM CAPITAL LLC$1.0M1
182Curated Wealth Partners LLC$1.0M1
183NEW YORK LIFE INVESTMENT MANAGEMENT LLC$983K1
184Triad Wealth Partners, LLC$956K1
185SIERRA SUMMIT ADVISORS LLC$921K1
186MERCER GLOBAL ADVISORS INC /ADV$910K1
187D. E. Shaw & Co., Inc.$885K1
188Corient Private Wealth LLC$884K1
189Tower Research Capital LLC (TRC)$840K1
190Perbak Capital Partners LLP$840K1
191PEAK6 LLC$808K1
192Apollon Wealth Management, LLC$784K1
193QRG CAPITAL MANAGEMENT, INC.$777K1
194BANK OF MONTREAL /CAN/$763K1
195Vident Advisory, LLC$759K1
196D.A. DAVIDSON & CO.$750K1
197Swiss Life Asset Management Ltd$695K1
198Sanctuary Advisors, LLC$694K1
199Concentric Capital Strategies, LP$685K1
200Quantum Private Wealth, LLC$659K1
201RWC Asset Management LLP$648K1
202Elevated Capital Advisors, LLC$641K1
203L2 Asset Management, LLC$639K1
204Ensign Peak Advisors, Inc$615K1
205MQS Management LLC$613K1
206World Investment Advisors$612K1
207Abel Hall, LLC$601K1
208iSAM Funds (UK) Ltd$599K1
209Kestra Investment Management, LLC$588K1
210SECURIAN ASSET MANAGEMENT, INC$586K1
211HM PAYSON & CO$582K1
212Gotham Asset Management, LLC$570K1
213Sequoia Financial Advisors, LLC$566K1
214BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$552K1
215Expressive Wealth LLC$549K1
216nVerses Capital, LLC$541K1
217Steward Partners Investment Advisory, LLC$535K1
218Glen Eagle Advisors, LLC$530K1
219Atom Investors LP$529K1
220Cetera Investment Advisers$528K1
221Schonfeld Strategic Advisors LLC$502K1
222QUADRANT CAPITAL GROUP LLC$489K1
223CWM, LLC$489K1
224Texas Yale Capital Corp.$478K1
225Federation des caisses Desjardins du Quebec$477K1
226Concurrent Investment Advisors, LLC$458K1
227Inspire Investing, LLC$454K1
228WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$443K1
229Rockefeller Capital Management L.P.$442K1
230INCEPTIONR LLC$439K1
231Diversified Trust Co$437K1
232Venture Visionary Partners LLC$435K1
233DANSKE BANK A/S$430K1
234MACKENZIE FINANCIAL CORP$424K1
235DnB Asset Management AS$414K1
236Vise Technologies, Inc.$409K1
237Mach-1 Financial Group, LLC$398K1
238Beacon Pointe Advisors, LLC$394K1
239Qtron Investments LLC$393K1
240OSAIC HOLDINGS, INC.$390K1
241KEYBANK NATIONAL ASSOCIATION/OH$386K1
242Laird Norton Wetherby Trust Company, LLC$381K1
243Bank Julius Baer & Co. Ltd, Zurich$372K1
244Squarepoint Ops LLC$357K1
245Petros Family Wealth, LLC$354K1
246111 Capital$354K1
247Tannin Capital LLC$352K1
248BENJAMIN EDWARDS INC$349K1
249Sava Infond d.o.o.$348K1
250Purpose Unlimited Inc.$348K1
251HB Wealth Management, LLC$343K1
252PROFUND ADVISORS LLC$342K1
253Focus Partners Wealth$341K1
254MONEY CONCEPTS CAPITAL CORP$341K1
255UNITED CAPITAL FINANCIAL ADVISORS, LLC$338K1
256Crossmark Global Holdings, Inc.$336K1
257Composition Wealth, LLC$334K1
258PFW Advisors LLC$332K1
259Dundas Partners LLP$332K1
260Skandinaviska Enskilda Banken AB (publ)$327K1
261Parkside Financial Bank & Trust$316K1
262South Shore Capital Advisors$316K1
263NORDEN GROUP LLC$309K1
264MAI Capital Management$305K1
265MML INVESTORS SERVICES, LLC$303K1
266JOURNEY STRATEGIC WEALTH LLC$300K1
267EVERGREEN CAPITAL MANAGEMENT LLC$299K1
268Balboa Wealth Partners$281K1
269Ashton Thomas Private Wealth, LLC$280K1
270Counterpoint Mutual Funds LLC$278K1
271Asset Advisory Group, Inc.$276K1
272Lombard Odier Asset Management (USA) Corp$275K1
273State of Wyoming$271K1
274Integrated Quantitative Investments LLC$266K1
275SHELTON CAPITAL MANAGEMENT$262K1
276Caprock Group, LLC$261K1
277Cresset Asset Management, LLC$255K1
278Envestnet Portfolio Solutions, Inc.$254K1
279Stirlingshire Investments, Inc.$254K1
280Marin Bay Wealth Advisors, LLC$249K1
281CIBC Asset Management Inc$247K1
282MANGROVE PARTNERS IM, LLC$245K1
283ELEVATION POINT WEALTH PARTNERS, LLC$243K1
284Advyzon Investment Management, LLC$238K1
285Glenview Trust Co$232K1
286Brucke Financial, Inc.$230K1
287SGL Investment Advisors, Inc.$226K1
288EWA, LLC$221K1
289IFC Advisors LLC$219K1
290LEAVELL INVESTMENT MANAGEMENT, INC.$217K1
291Centennial Wealth Advisory LLC$217K1
292AXQ CAPITAL, LP$216K1
293SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$214K1
294Sivia Capital Partners, LLC$209K1
295PGIM Custom Harvest LLC$208K1
296NWAM LLC$206K1
297Kestra Advisory Services, LLC$205K1
298Phoenix Financial Ltd.$201K1
299Curat Global, LLC$174K1
300FINANCIAL CONSULATE, INC$160K1
301Kimelman & Baird, LLC$145K1
302Allworth Financial LP$143K1
303Freestone Grove Partners LP$133K1
304UMB Bank, n.a.$99.0K1
305Blue Trust, Inc.$92.0K1
306Costello Asset Management, INC$87.1K1
307Reyes Financial Architecture, Inc.$69.7K1
308SIGNATUREFD, LLC$68.8K1
309CENTRAL TRUST Co$65.3K1
310KBC Group NV$62.4K1
311Smartleaf Asset Management LLC$61.9K1
312ASSETMARK, INC$47.9K1
313Kemnay Advisory Services Inc.$45.3K1
314NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$39.5K1
315STANCE CAPITAL LLC$38.4K1
316TD Waterhouse Canada Inc.$35.9K1
317Manchester Capital Management LLC$34.3K1
318ALGERT GLOBAL LLC$33.8K1
319NOMURA ASSET MANAGEMENT CO LTD$29.0K1
320Acumen Wealth Advisors, LLC$29.0K1
321Larson Financial Group LLC$27.3K1
322Caitong International Asset Management Co., Ltd$26.1K1
323Leonteq Securities AG$25.0K1
324True Wealth Design, LLC$22.9K1
325Banque Cantonale Vaudoise$22.0K1
326Bayforest Capital Ltd$18.9K1
327Atlantic Union Bankshares Corp$18.3K1
328Signature Equity Partners, LLC$17.2K1
329Dogwood Wealth Management LLC$17.1K1
330Eurizon Capital SGR S.p.A.$17.1K1
331CONTRAVISORY INVESTMENT MANAGEMENT, INC.$16.0K1
332Private Wealth Management Group, LLC$15.1K1
333NATIXIS$14.8K1
334DekaBank Deutsche Girozentrale$13.3K1
335Geneos Wealth Management Inc.$12.1K1
336Quest 10 Wealth Builders, Inc.$11.8K1
337First Pacific Financial$11.0K1
338CVA Family Office, LLC$11.0K1
339Pacific Center for Financial Services$10.5K1
340Kilter Group LLC$9.0K1
341JFS WEALTH ADVISORS, LLC$8.4K1
342Spire Wealth Management$7.3K1
343VAN ECK ASSOCIATES CORP$7.0K1
344FARMERS & MERCHANTS INVESTMENTS INC$7.0K1
345Pinnacle Wealth Planning Services, Inc.$5.2K1
346Mitsubishi UFJ Asset Management Co., Ltd.$4.9K1
347CANADA LIFE ASSURANCE Co$4.8K1
348EASTERN BANK$4.6K1
349Bell Investment Advisors, Inc$3.2K1
350Vermillion Wealth Management, Inc.$3.2K1
351Clearstead Advisors, LLC$2.9K1
352Valued Wealth Advisors LLC$2.9K1
353COUNTRY TRUST BANK$1.7K1
354SJS Investment Consulting Inc.$1.7K1
355DiNuzzo Private Wealth, Inc.$1.7K1
356Rialto Wealth Management, LLC$1.7K1
357Retirement Wealth Solutions LLC$1.5K1
358Prestige Wealth Management Group LLC$8711
359Physician Wealth Advisors, Inc.$8711
360State of Alaska, Department of Revenue$7911
361HFM Investment Advisors, LLC$5811
362Key Capital Management, INC$5811
363Vestcor Inc$4691
364GHP Investment Advisors, Inc.$2911
365Quaker Wealth Management, LLC$2911
366TFC Financial Management, Inc.$2911
367American Capital Advisory, LLC$2911
368SHP Wealth Management$2901
369Godfrey Financial Associates, Inc.$2901
370ACADIAN ASSET MANAGEMENT LLC$2551
371Harvest Fund Management Co., Ltd$1501
372CENTAURUS FINANCIAL, INC.$1381
373Raleigh Capital Management Inc.$221
374Capital Analysts, LLC$31
375VANGUARD GROUP INC$01
376GLENMEDE TRUST CO NA$01
377THRIVENT FINANCIAL FOR LUTHERANS$01
378HARBOUR INVESTMENTS, INC.$01
379COMERICA BANK$01
380TORONTO DOMINION BANK$01
381VIRGINIA RETIREMENT SYSTEMS ET Al$01
382WEXFORD CAPITAL LP$01
383CIBC WORLD MARKETS CORP$01
384CHILTON CAPITAL MANAGEMENT LLC$01
385BALYASNY ASSET MANAGEMENT L.P.$01
386CIBC Private Wealth Group LLC$01
387NORGES BANK$01
388PRELUDE CAPITAL MANAGEMENT, LLC$01
389Verition Fund Management LLC$01
390TWO SIGMA ADVISERS, LP$01
391Brevan Howard Capital Management LP$01
392Twin Tree Management, LP$01
393Arax Advisory Partners$01
394Numerai GP LLC$01
395AIGEN INVESTMENT MANAGEMENT, LP$01
396FORA Capital, LLC$01
397Global Retirement Partners, LLC$01
398Cynosure Group, LLC$01
399Y-Intercept (Hong Kong) Ltd$01
400Coppell Advisory Solutions LLC$01
401AlphaQuest LLC$01
402PharVision Advisers, LLC$01
403Forum Financial Management, LP$01
404SageView Advisory Group, LLC$01
405Dunhill Financial, LLC$01
406Quarry LP$01
407Massar Capital Management, LP$01
408TOUNJIAN ADVISORY PARTNERS, LLC$01
409Greenline Wealth Management LLC$01
Truncated by Public Filings. The published aggregate ranks the top 409 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 WTS

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for WTS · financials and macro

Financials — as filed PLANNED

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