Public record / Tickers / WTW

WTW — WILLIS TOWERS WATSON PLC

Both disclosure regimes on one name: who in Congress filed about WTW, 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
25
all PTR rows naming WTW
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

John Hoeven · $250K–$500K

Sale · traded 2018-02-05 → filed 2018-02-14. Ranked over every WTW 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.

5 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

8 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. 8 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING WTW · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning WTW
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-10Val T. Hoyle D–OR-4Sale · SP (spouse-owned)Traded 09-23 +17d$1K–$15K
2025-09-12Val T. Hoyle D–OR-4Purchase · SP (spouse-owned)Traded 2024-10-29 LATE·318d$1K–$15K
2025-07-10Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 06-26 +14d$1K–$15K
2025-05-14Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 04-07 +37d$1K–$15K
2025-05-06Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 04-07 +29d$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 25 ↗

Members active in WTW

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

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 · WILLIS TOWERS WATSON PLC LTD

Merged timeline of congressional filings and notable-manager moves on WTW
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Ftrim−14,342 sh
2026-05-15Bridgewater Associates 13Ftrim−22,515 sh
2026-05-14Baupost Group 13Ftrim−464,475 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

full holders view ↗
Top institutional holders of WTW for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1MASSACHUSETTS FINANCIAL SERVICES CO /MA/$2.6B1
2BlackRock, Inc.$2.4B1
3DODGE & COX$2.1B1
4VANGUARD CAPITAL MANAGEMENT LLC$1.8B1
5HARRIS ASSOCIATES L P$1.7B1
6First Eagle Investment Management, LLC$1.3B1
7STATE STREET CORP$1.2B1
8VANGUARD PORTFOLIO MANAGEMENT LLC$1.2B1
9Artisan Partners Limited Partnership$1.1B1
10GEODE CAPITAL MANAGEMENT, LLC$750M1
11Invesco Ltd.$677M1
12FMR LLC$626M1
13ALLIANCEBERNSTEIN L.P.$326M1
14NORTHERN TRUST CORP$319M1
15DIMENSIONAL FUND ADVISORS LP$291M1
16Janus Henderson Group Ltd.$263M1
17BANK OF MONTREAL /CAN/$261M1
18UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$253M1
19MORGAN STANLEY$237M1
20ABRAMS CAPITAL MANAGEMENT, L.P.$210M1
21Legal & General Group Plc$203M1
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC$180M1
23ALTRINSIC GLOBAL ADVISORS LLC$176M1
24CITADEL ADVISORS LLC$167M1
25VANGUARD FIDUCIARY TRUST CO$155M1
26Bank of New York Mellon Corp$147M1
27BANK OF AMERICA CORP /DE/$138M1
28AMERICAN CENTURY COMPANIES INC$135M1
29FRANKLIN RESOURCES INC$119M1
30Amundi$106M1
31PARNASSUS INVESTMENTS, LLC$106M1
32DEUTSCHE BANK AG\$102M1
33BALYASNY ASSET MANAGEMENT L.P.$98.3M1
34CRAWFORD INVESTMENT COUNSEL INC$96.2M1
35ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$91.9M1
36BRANDES INVESTMENT PARTNERS, LP$86.9M1
37JOHNSON INVESTMENT COUNSEL INC$83.7M1
38AQR CAPITAL MANAGEMENT LLC$83.2M1
39UBS Group AG$81.9M1
40Swiss National Bank$81.7M1
41Nuveen, LLC$78.4M1
42SEI INVESTMENTS CO$77.2M1
43Squarepoint Ops LLC$76.5M1
44CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$63.6M1
45BARROW HANLEY MEWHINNEY & STRAUSS LLC$62.8M1
46Mitsubishi UFJ Asset Management Co., Ltd.$62.6M1
47Vanguard Global Advisers, LLC$60.7M1
48HSBC HOLDINGS PLC$55.5M1
49CITIGROUP INC$48.4M1
50Point72 Asset Management, L.P.$47.8M1
51VANGUARD ASSET MANAGEMENT, Ltd$47.2M1
52RAYMOND JAMES FINANCIAL INC$45.8M1
53FIRST TRUST ADVISORS LP$44.8M1
54National Pension Service$43.1M1
55Prana Capital Management, LP$35.7M1
56Korea Investment CORP$35.4M1
57EXCHANGE TRADED CONCEPTS, LLC$35.2M1
58ADAGE CAPITAL PARTNERS GP, L.L.C.$34.9M1
59CANADA PENSION PLAN INVESTMENT BOARD$34.3M1
60PRINCIPAL FINANCIAL GROUP INC$33.0M1
61RENAISSANCE TECHNOLOGIES LLC$30.1M1
62CIDEL ASSET MANAGEMENT INC$29.3M1
63Gotham Asset Management, LLC$28.4M1
64BNP Paribas Asset Management Holding S.A.$26.7M1
65GFS Advisors, LLC$26.4M1
66DANSKE BANK A/S$25.8M1
67Woodline Partners LP$25.5M1
68BAMCO INC /NY/$25.0M1
69STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$24.9M1
70Alberta Investment Management Corp$23.3M1
71ROYAL BANK OF CANADA$22.2M1
72Aberdeen Group plc$22.0M1
73BROWN ADVISORY INC$21.8M1
74AMF Tjanstepension AB$20.3M1
75NEW YORK STATE COMMON RETIREMENT FUND$19.7M1
76Universal- Beteiligungs- und Servicegesellschaft mbH$18.4M1
77EVENTIDE ASSET MANAGEMENT, LLC$18.3M1
78STOREBRAND ASSET MANAGEMENT AS$18.3M1
79FIL Ltd$18.1M1
80ENVESTNET ASSET MANAGEMENT INC$18.1M1
81INTECH INVESTMENT MANAGEMENT LLC$17.9M1
82NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$17.5M1
83FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$17.2M1
84VICTORY CAPITAL MANAGEMENT INC$16.8M1
85Zurcher Kantonalbank (Zurich Cantonalbank)$16.8M1
86PUBLIC SECTOR PENSION INVESTMENT BOARD$16.6M1
87APG Asset Management N.V.$16.5M1
88KLP KAPITALFORVALTNING AS$16.0M1
89MACKENZIE FINANCIAL CORP$15.5M1
90Pictet Asset Management Holding SA$15.5M1
91STATE OF WISCONSIN INVESTMENT BOARD$14.9M1
92Quantinno Capital Management LP$13.9M1
93Vanguard Investments Australia, Ltd.$13.8M1
94MANUFACTURERS LIFE INSURANCE COMPANY, THE$13.6M1
95Chevy Chase Trust Holdings, LLC$13.6M1
96ROYAL LONDON ASSET MANAGEMENT LTD$12.8M1
97CIBC Asset Management Inc$12.3M1
98WELLS FARGO & COMPANY/MN$12.3M1
99TEACHER RETIREMENT SYSTEM OF TEXAS$12.2M1
100Asset Management One Co., Ltd.$12.2M1
101Vident Advisory, LLC$12.2M1
102Man Group plc$11.9M1
103NATIONAL BANK OF CANADA /FI/$11.9M1
104Clearbridge Investments, LLC$11.6M1
105FEDERATED HERMES, INC.$11.1M1
106Varma Mutual Pension Insurance Co$11.0M1
107LPL Financial LLC$10.9M1
108SEB Asset Management AB$10.8M1
109TD ASSET MANAGEMENT INC$10.7M1
110Kingsview Wealth Management, LLC$10.7M1
111Schonfeld Strategic Advisors LLC$10.3M1
112M&G Plc$10.2M1
113Leeward Investments, LLC - MA$10.1M1
114NOMURA ASSET MANAGEMENT CO LTD$10.0M1
115EXENCIAL WEALTH ADVISORS, LLC$9.6M1
116State of New Jersey Common Pension Fund D$9.5M1
117Chesley Taft & Associates LLC$9.4M1
118Clarkston Capital Partners, LLC$9.4M1
119CREDIT AGRICOLE S A$9.3M1
120Lansforsakringar Fondforvaltning AB (publ)$9.1M1
121Resona Asset Management Co.,Ltd.$9.0M1
122Northwest & Ethical Investments L.P.$8.6M1
123CIBC Bancorp USA Inc.$8.4M1
124SCHRODER INVESTMENT MANAGEMENT GROUP$8.3M1
125Tredje AP-fonden$8.2M1
126Focus Partners Wealth$7.7M1
127Arizona State Retirement System$7.6M1
128Czech National Bank$7.5M1
129STATE OF MICHIGAN RETIREMENT SYSTEM$7.5M1
130Woodbridge CO LTD$7.3M1
131Daiwa Securities Group Inc.$7.1M1
132Rafferty Asset Management, LLC$6.7M1
133CI INVESTMENTS INC.$6.7M1
134Bridgewater Associates, LP$6.5M1
135MetLife Investment Management, LLC$6.5M1
136COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$6.4M1
137Rockefeller Capital Management L.P.$6.3M1
138Jain Global LLC$6.1M1
139Y-Intercept (Hong Kong) Ltd$6.1M1
140DnB Asset Management AS$5.9M1
141Mirae Asset Global Investments Co., Ltd.$5.9M1
142Retirement Systems of Alabama$5.9M1
143Dakota Wealth Management$5.7M1
144Eurizon Capital SGR S.p.A.$5.7M1
145Elo Mutual Pension Insurance Co$5.7M1
146Wealthfront Advisers LLC$5.7M1
147Cerity Partners LLC$5.7M1
148POLEN CAPITAL MANAGEMENT LLC$5.6M1
149IFM Investors Pty Ltd$5.6M1
150ProShare Advisors LLC$5.6M1
151Creative Planning$5.6M1
152VOYA INVESTMENT MANAGEMENT LLC$5.5M1
153PFA Pension, Forsikringsaktieselskab$5.4M1
154XPONANCE LLC$5.4M1
155Federation des caisses Desjardins du Quebec$5.3M1
156Interval Partners, LP$5.3M1
157USS Investment Management Ltd$5.1M1
158Sendero Wealth Management, LLC$5.1M1
159Timber Creek Capital Management LLC$5.1M1
160STIFEL FINANCIAL CORP$5.0M1
161D.A. DAVIDSON & CO.$4.8M1
162Dai-ichi Life Insurance Company, Ltd$4.8M1
163MARATHON CAPITAL MANAGEMENT$4.8M1
164Utah Retirement Systems$4.5M1
165Ensign Peak Advisors, Inc$4.4M1
166BANK OF NOVA SCOTIA$4.3M1
167NEOS Investment Management LLC$4.3M1
168MACQUARIE GROUP LTD$4.2M1
169Financial Engines Advisors L.L.C.$4.1M1
170HEARTLAND ADVISORS INC$4.0M1
171Swedbank AB$4.0M1
172ARQ WEALTH ADVISORS, LLC$3.9M1
173Sone Capital Management, LLC$3.9M1
174BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.8M1
175Vestmark Advisory Solutions, Inc.$3.8M1
176Engineers Gate Manager LP$3.7M1
177Ethic Inc.$3.7M1
178Sumitomo Mitsui DS Asset Management Company, Ltd$3.7M1
179Tidal Investments LLC$3.7M1
180IFC Advisors LLC$3.5M1
181US BANCORP \DE\$3.4M1
182Numerai GP LLC$3.4M1
183Aquatic Capital Management LLC$3.4M1
184MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.3M1
185Vanguard Personalized Indexing Management, LLC$3.2M1
186SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.2M1
187HOHIMER WEALTH MANAGEMENT, LLC$3.2M1
188OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.2M1
189LONDON CO OF VIRGINIA$3.2M1
190Murphy Pohlad Asset Management LLC$3.1M1
191O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.0M1
192Pathstone Holdings, LLC$3.0M1
193AMG National Trust Bank$2.9M1
194MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.9M1
195NORDEA INVESTMENT MANAGEMENT AB$2.9M1
196MERCER GLOBAL ADVISORS INC /ADV$2.9M1
197IEQ CAPITAL, LLC$2.8M1
198NEW VERNON INVESTMENT MANAGEMENT LLC$2.8M1
199Summit Trail Advisors, LLC$2.8M1
200ASR Vermogensbeheer N.V.$2.7M1
201Bank Julius Baer & Co. Ltd, Zurich$2.7M1
202Orion Porfolio Solutions, LLC$2.7M1
203FORA Capital, LLC$2.7M1
204Avanza Fonder AB$2.7M1
205TOCQUEVILLE ASSET MANAGEMENT L.P.$2.6M1
206Baird Financial Group, Inc.$2.6M1
207Empowered Funds, LLC$2.5M1
208AIGEN INVESTMENT MANAGEMENT, LP$2.5M1
209Sustainable Insight Capital Management, LLC$2.5M1
210PRUDENTIAL FINANCIAL INC$2.4M1
211M&T BANK CORP$2.4M1
212MILLENNIUM MANAGEMENT LLC$2.4M1
213South Shore Capital Advisors$2.3M1
214ExodusPoint Capital Management, LP$2.2M1
215Live Oak Private Wealth LLC$2.2M1
216MONTAG A & ASSOCIATES INC$2.2M1
217Stratos Wealth Partners, LTD.$2.2M1
218Mariner, LLC$2.1M1
219Corient Private Wealth LLC$2.0M1
220Investment Management Corp of Ontario$2.0M1
221Accretive Wealth Partners, LLC$2.0M1
222WELLINGTON MANAGEMENT GROUP LLP$2.0M1
223HighTower Advisors, LLC$1.9M1
224NewEdge Advisors, LLC$1.8M1
225BLAIR WILLIAM & CO/IL$1.8M1
226Banque Cantonale Vaudoise$1.8M1
227EP Wealth Advisors, LLC$1.8M1
228HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.7M1
229Metis Global Partners, LLC$1.7M1
230MIZUHO SECURITIES USA LLC$1.7M1
231Brevan Howard Capital Management LP$1.6M1
232Generali Asset Management SPA SGR$1.6M1
233FIGURE 8 INVESTMENT STRATEGIES LLC$1.6M1
234WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.6M1
235Norinchukin Bank, The$1.6M1
236Illinois Municipal Retirement Fund$1.5M1
237NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.5M1
238CWM, LLC$1.5M1
239WINTON GROUP Ltd$1.5M1
240RBF Capital, LLC$1.5M1
241FIFTH THIRD BANCORP$1.4M1
242MML INVESTORS SERVICES, LLC$1.4M1
243Atria Investments, Inc$1.4M1
244COMMONWEALTH EQUITY SERVICES, LLC$1.4M1
245OMERS ADMINISTRATION Corp$1.4M1
246Allianz Asset Management GmbH$1.3M1
247JANE STREET GROUP, LLC$1.3M1
248Cetera Investment Advisers$1.3M1
249Osmosis Investment Management UK Ltd$1.3M1
250TRUIST FINANCIAL CORP$1.3M1
251Allspring Global Investments Holdings, LLC$1.2M1
252NOMURA HOLDINGS INC$1.2M1
253ABN AMRO INVESTMENT SOLUTIONS$1.2M1
254Callan Family Office, LLC$1.2M1
255Advisors Capital Management, LLC$1.2M1
256Empower Advisory Group, LLC$1.2M1
257XTX Topco Ltd$1.2M1
258COMMERCE BANK$1.2M1
259OneDigital Investment Advisors LLC$1.1M1
260MUFG Securities EMEA plc$1.1M1
261Andra AP-fonden$1.1M1
262Game Creek Capital, LP$1.1M1
263Assenagon Asset Management S.A.$1.1M1
264Sequoia Financial Advisors, LLC$1.1M1
265NORDEN GROUP LLC$1.1M1
266Saudi Central Bank$1.0M1
267PANAGORA ASSET MANAGEMENT INC$1.0M1
268OSSIAM$1.0M1
269OSAIC HOLDINGS, INC.$998K1
270AXQ CAPITAL, LP$965K1
271AlTi Global, Inc.$962K1
272HB Wealth Management, LLC$943K1
273TOKIO MARINE ASSET MANAGEMENT CO LTD$940K1
274Dynamic Technology Lab Private Ltd$937K1
275Tempo Wealth, LLC$924K1
276Portside Wealth Group, LLC$917K1
277Mesirow Financial Investment Management, Inc.$897K1
278Vise Technologies, Inc.$889K1
279Crossmark Global Holdings, Inc.$880K1
280OCCUDO QUANTITATIVE STRATEGIES LP$864K1
281INTRUST BANK NA$861K1
282Calder Financial LLC$860K1
283FOX RUN MANAGEMENT, L.L.C.$853K1
284FORTRESS PRIVATE LEDGER, LLC$844K1
285Mediolanum International Funds Ltd$842K1
286CHOREO, LLC$835K1
287TWO SIGMA INVESTMENTS, LP$814K1
288North Dakota State Investment Board$804K1
289LMCG INVESTMENTS, LLC$801K1
290Tower Research Capital LLC (TRC)$797K1
291BENJAMIN EDWARDS INC$773K1
292Evelyn Partners Investment Management LLP$771K1
293MUFG SECURITIES AMERICAS INC.$765K1
294SECURIAN ASSET MANAGEMENT, INC$757K1
295Savant Capital, LLC$757K1
296KESTRA PRIVATE WEALTH SERVICES, LLC$744K1
297GATEWAY INVESTMENT ADVISERS LLC$721K1
298KEYBANK NATIONAL ASSOCIATION/OH$719K1
299CAPITOLIS LIQUID GLOBAL MARKETS LLC$712K1
300WASHINGTON CAPITAL MANAGEMENT, INC$699K1
301Sanctuary Advisors, LLC$698K1
302Clearstead Advisors, LLC$693K1
303S.E.E.D. Planning Group LLC$676K1
304PRUDENTIAL PLC$675K1
305Concurrent Investment Advisors, LLC$668K1
306MONETA GROUP INVESTMENT ADVISORS LLC$663K1
307Merit Financial Group, LLC$657K1
308Storgate, LLC$651K1
309denkapparat Operations GmbH$649K1
310FIRST MANHATTAN CO. LLC.$638K1
311Vontobel Holding Ltd.$626K1
312LAZARD ASSET MANAGEMENT LLC$623K1
313QRG CAPITAL MANAGEMENT, INC.$618K1
314Chicago Partners Investment Group LLC$608K1
315Cresset Asset Management, LLC$605K1
316SummitTX Capital, L.P.$578K1
317Atlantic Union Bankshares Corp$571K1
318Headlands Technologies LLC$567K1
319COLDSTREAM CAPITAL MANAGEMENT INC$545K1
320SAXON INTERESTS, INC.$535K1
321Kestra Advisory Services, LLC$532K1
322Laird Norton Wetherby Trust Company, LLC$531K1
323STEPHENS INC /AR/$529K1
324Formidable Asset Management, LLC$522K1
325Blue Trust, Inc.$519K1
326TRAPHAGEN INVESTMENT ADVISORS LLC$519K1
327Caprock Group, LLC$514K1
328Bell Investment Advisors, Inc$510K1
329Polymer Capital Management (US) LLC$506K1
330Harbour Capital Advisors, LLC$499K1
331Marks Group Wealth Management, Inc$494K1
332GTS SECURITIES LLC$479K1
333Gibbs Wealth Management$479K1
334Robeco Institutional Asset Management B.V.$476K1
335Steward Partners Investment Advisory, LLC$476K1
336Lido Advisors, LLC$476K1
337MAI Capital Management$475K1
338Riverpoint Wealth Management Holdings, LLC$474K1
339Westerkirk Capital Inc.$472K1
340TICINO WEALTH$468K1
341Fonville Wealth Management LLC$453K1
342Siemens Fonds Invest GmbH$451K1
343GUGGENHEIM CAPITAL LLC$447K1
344DHJJ Financial Advisors, Ltd.$446K1
3453Chopt Investment Partners, LLC$446K1
346World Investment Advisors$428K1
347QUADRANT CAPITAL GROUP LLC$422K1
348Central Pacific Bank - Trust Division$422K1
349DRW Securities, LLC$415K1
350RITHOLTZ WEALTH MANAGEMENT$408K1
351ELEVATION POINT WEALTH PARTNERS, LLC$403K1
352Baader Bank Aktiengesellschaft$403K1
353Taikang Asset Management (Hong Kong) Co Ltd$397K1
354INCEPTIONR LLC$396K1
355IMC-Chicago, LLC$385K1
356United Asset Strategies, Inc.$384K1
357DAVENPORT & Co LLC$381K1
358TOWNSQUARE CAPITAL LLC$380K1
359Beacon Pointe Advisors, LLC$372K1
360MQS Management LLC$369K1
361JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$369K1
362ROCKLAND TRUST CO$368K1
363Oak Thistle LLC$363K1
364S-Bank Fund Management Ltd$360K1
365FIDELIS CAPITAL PARTNERS, LLC$358K1
366Voleon Capital Management LP$356K1
367JM2 Capital Inc.$348K1
368PW Nova Financial Services LLC$348K1
369R Squared Ltd$344K1
370Evanson Asset Management, LLC$342K1
371Alhambra Investment Management LLC$333K1
372Proficio Capital Partners LLC$330K1
373Waverly Advisors, LLC$327K1
374Trust Asset Management LLC$326K1
375Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$325K1
376Mayflower Financial Advisors, LLC$324K1
377Focus Financial Network, Inc.$322K1
378Carlson Capital, L.P.$320K1
379ASSETMARK, INC$318K1
380Fielder Capital Group LLC$311K1
381Connecticut Wealth Management, LLC$311K1
382&PARTNERS$297K1
383Aaron Wealth Advisors LLC$291K1
384Seed Wealth Management, Inc.$282K1
385OpenArc Corporate Advisory, LLC$282K1
386SUMMITRY LLC$280K1
387Checchi Capital Advisers, LLC$275K1
388Allworth Financial LP$274K1
389Cassaday & Co Wealth Management LLC$272K1
390Wakefield Asset Management LLLP$267K1
391BAUPOST GROUP LLC/MA$260K1
392Wedmont Private Capital$257K1
393UNITED CAPITAL FINANCIAL ADVISORS, LLC$252K1
394Seelaus Asset Management LLC$250K1
395Pekin Hardy Strauss, Inc.$242K1
396Red Door Wealth Management, LLC$240K1
397PROFUND ADVISORS LLC$239K1
398WADDELL & ASSOCIATES, LLC$234K1
399PATTON FUND MANAGEMENT, INC.$232K1
400iSAM Funds (UK) Ltd$232K1
401Net Worth Advisory Group$226K1
402Raub Brock Capital Management LP$225K1
403Compound Planning, Inc.$225K1
404Institute for Wealth Management, LLC.$220K1
405Alliance Wealth Advisors, LLC /UT$218K1
406Meiji Yasuda Asset Management Co Ltd.$215K1
407Meeder Advisory Services, Inc.$215K1
408PETTYJOHN, WOOD & WHITE, INC$210K1
409WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$207K1
410BIRCH FINANCIAL GROUP, LLC$205K1
411Financial Freedom, LLC$204K1
412Smartleaf Asset Management LLC$175K1
413MATHER GROUP, LLC.$174K1
414Transamerica Financial Advisors, LLC$146K1
415Pinnacle Wealth Planning Services, Inc.$139K1
416UMB Bank, n.a.$138K1
417PFS Partners, LLC$116K1
418JNBA Financial Advisors$102K1
419SIGNATUREFD, LLC$100K1
420Jefferies Financial Group Inc.$86.1K1
421WESTPAC BANKING CORP$83.1K1
422DT Investment Partners, LLC$81.7K1
423SYNTAX RESEARCH, INC.$72.8K1
424Parkside Financial Bank & Trust$66.6K1
425GABLES CAPITAL MANAGEMENT INC.$66.0K1
426Deseret Mutual Benefit Administrators$59.9K1
427Capula Management Ltd$57.8K1
428Smallwood Wealth Investment Management, LLC$51.5K1
429Cromwell Holdings LLC$49.6K1
430Larson Financial Group LLC$46.5K1
431HHM Wealth Advisors, LLC$40.7K1
432TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$39.2K1
433Manchester Capital Management LLC$39.0K1
434Annis Gardner Whiting Capital Advisors, LLC$35.0K1
435Wall Street Financial Group, Inc.$34.9K1
436Owl Creek Wealth Partners LLC$34.0K1
437FARMERS & MERCHANTS INVESTMENTS INC$33.7K1
438CVA Family Office, LLC$33.7K1
439Johnson Financial Group, Inc.$33.3K1
440Quarry LP$27.6K1
441Crewe Advisors LLC$26.2K1
442MV CAPITAL MANAGEMENT, INC.$25.3K1
443DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC$24.4K1
444CANADA LIFE ASSURANCE Co$24.0K1
445Spire Wealth Management$20.9K1
446JFS WEALTH ADVISORS, LLC$20.4K1
447NEW YORK STATE TEACHERS RETIREMENT SYSTEM$19.2K1
448CENTRAL TRUST Co$19.2K1
449Private Wealth Management Group, LLC$19.2K1
450Grove Bank & Trust$16.0K1
451KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$13.3K1
452Truvestments Capital LLC$12.2K1
453Treasurer of the State of North Carolina$11.9K1
454Kemnay Advisory Services Inc.$11.0K1
455SJS Investment Consulting Inc.$10.5K1
456BROWN, LISLE/CUMMINGS, INC.$10.2K1
457Financial Network Wealth Advisors LLC$10.2K1
458True Wealth Design, LLC$9.9K1
459Murphy & Mullick Capital Management Corp$9.3K1
460Clearstead Trust, LLC$9.0K1
461DekaBank Deutsche Girozentrale$9.0K1
462Abound Wealth Management$9.0K1
463Joseph Group Capital Management$8.1K1
464Anfield Capital Management, LLC$7.6K1
465Geneos Wealth Management Inc.$7.6K1
466VIRTUS ADVISERS, LLC$7.3K1
467SHP Wealth Management$6.8K1
468Olstein Capital Management, L.P.$6.8K1
469ELEVATION WEALTH PARTNERS, LLC$6.7K1
470MEEDER ASSET MANAGEMENT INC$5.8K1
471KBC Group NV$5.7K1
472DiNuzzo Private Wealth, Inc.$5.4K1
473Asset Dedication, LLC$5.2K1
474Westfuller Advisors, LLC$4.8K1
475SUMMIT SECURITIES GROUP LLC$4.7K1
476First Pacific Financial$3.8K1
477Raleigh Capital Management Inc.$3.8K1
478Activest Wealth Management$3.5K1
479Purpose Unlimited Inc.$3.2K1
480TD Waterhouse Canada Inc.$2.9K1
481State of Alaska, Department of Revenue$2.7K1
482Sachetta, LLC$2.6K1
483Kilter Group LLC$2.6K1
484TOMPKINS FINANCIAL CORP$2.6K1
485Clark Wealth Partners$2.3K1
486Clayton Financial Group LLC$2.0K1
487Rialto Wealth Management, LLC$1.7K1
488Vermillion Wealth Management, Inc.$1.7K1
489Wilmington Savings Fund Society, FSB$1.5K1
490E Fund Management (Hong Kong) Co., Ltd.$1.5K1
491Dogwood Wealth Management LLC$1.5K1
492WPG Advisers, LLC$1.5K1
493GSA CAPITAL PARTNERS LLP$1.4K1
494ALBION FINANCIAL GROUP /UT$1.2K1
495American Capital Advisory, LLC$1.2K1
496Glen Eagle Advisors, LLC$1.2K1
497Burk Holdings LLC$1.2K1
498Prestige Wealth Management Group LLC$8751
499Valued Wealth Advisors LLC$8751
500Physician Wealth Advisors, Inc.$8731
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 WTW

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for WTW · financials and macro

Financials — as filed PLANNED

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