Public record / Tickers / WU

WU — Western Union CO

Both disclosure regimes on one name: who in Congress filed about WU, 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 WU
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
07-06
filed 2024-07-06
13F holders
440
top-440 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 · $15.0K–$50.0K

Sale · traded 2017-12-15 → filed 2018-01-04. Ranked over every WU row by the provable lower bound, never a point estimate.

No member disclosed WU 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.

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

No dated WU 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 WU · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning WU
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2024-07-06Kathy E. Manning D–NC-6Sale · SP (spouse-owned)Traded 06-13 +23d$1K–$15K
2024-05-15Tommy Tuberville R–ALSale · JT (jointly owned)Traded 04-04 +41d$1K–$15K
2023-11-16Tommy Tuberville R–ALPurchase · JT (jointly owned)Traded 10-17 +30d$1K–$15K
2021-03-16Peter Meijer R–MI-3SaleTraded 02-16 +28d$1K–$15K
2019-05-21Lois Frankel D–FL-22Sale · partial (partial sale)Traded 05-09 +12d$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 WU

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

No member disclosed WU in the trailing 12 months.

Congress ↔ notable managers · WU

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
1 Gotham Asset Management $27.3M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · WESTERN UN CO

Merged timeline of congressional filings and notable-manager moves on WU
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+416,539 sh
2026-05-15Bridgewater Associates 13Ftrim−853,985 sh
2026-05-14Caxton Associates 13Ftrim−14,975 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 WU for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$217M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$158M1
3SCHRODER INVESTMENT MANAGEMENT GROUP$147M1
4Capital Research Global Investors$128M1
5VANGUARD CAPITAL MANAGEMENT LLC$124M1
6STATE STREET CORP$98.5M1
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC$95.7M1
8AQR CAPITAL MANAGEMENT LLC$93.4M1
9Allianz Asset Management GmbH$90.0M1
10MORGAN STANLEY$69.5M1
11DIMENSIONAL FUND ADVISORS LP$69.0M1
12NORTHERN TRUST CORP$57.5M1
13TWO SIGMA INVESTMENTS, LP$43.8M1
14Ranmore Fund Management Ltd$43.7M1
15FRANKLIN RESOURCES INC$40.3M1
16FIRST TRUST ADVISORS LP$34.6M1
17BANK OF AMERICA CORP /DE/$33.5M1
18MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$32.2M1
19Discerene Group LP$32.1M1
20Gotham Asset Management, LLC$27.3M1
21Squarepoint Ops LLC$25.5M1
22NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$25.0M1
23Invesco Ltd.$24.3M1
24MACQUARIE GROUP LTD$24.0M1
25UBS Group AG$23.8M1
26J. Goldman & Co LP$19.7M1
27ALPS ADVISORS INC$18.8M1
28VANGUARD FIDUCIARY TRUST CO$17.2M1
29ROYAL BANK OF CANADA$16.8M1
30STOREBRAND ASSET MANAGEMENT AS$13.9M1
31PRINCIPAL FINANCIAL GROUP INC$13.4M1
32BALYASNY ASSET MANAGEMENT L.P.$12.6M1
33Focus Partners Wealth$11.9M1
34HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$11.7M1
35CONTINENTAL ADVISORS LLC$11.6M1
36SUSQUEHANNA INTERNATIONAL GROUP, LLP$11.4M1
37SCHWARTZ INVESTMENT COUNSEL INC$11.3M1
38Point72 Asset Management, L.P.$10.9M1
39PUBLIC SECTOR PENSION INVESTMENT BOARD$9.9M1
40TSP Capital Management Group, LLC$9.5M1
41UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$9.1M1
42Cambria Investment Management, L.P.$8.9M1
43VICTORY CAPITAL MANAGEMENT INC$8.7M1
44Connor, Clark & Lunn Investment Management Ltd.$8.6M1
45SEI INVESTMENTS CO$8.0M1
46ALLIANCEBERNSTEIN L.P.$7.4M1
47Legal & General Group Plc$7.2M1
48OLD NATIONAL BANCORP /IN/$7.1M1
49FMR LLC$7.0M1
50Gilman Hill Asset Management, LLC$7.0M1
51FEDERATED HERMES, INC.$6.7M1
52Quantinno Capital Management LP$5.7M1
53MILLENNIUM MANAGEMENT LLC$5.7M1
54Swiss National Bank$5.5M1
55Nuveen, LLC$5.2M1
56CITADEL ADVISORS LLC$5.1M1
57Amundi$5.0M1
58Mitsubishi UFJ Trust & Banking Corp$4.9M1
59CITIGROUP INC$4.8M1
60Brevan Howard Capital Management LP$4.8M1
61Robeco Institutional Asset Management B.V.$4.7M1
62Universal- Beteiligungs- und Servicegesellschaft mbH$4.2M1
63Grantham, Mayo, Van Otterloo & Co. LLC$4.2M1
64SummitTX Capital, L.P.$4.2M1
651834 INVESTMENT ADVISORS CO$4.1M1
66AMERICAN CENTURY COMPANIES INC$4.0M1
67BARCLAYS PLC$3.9M1
68COMMONWEALTH EQUITY SERVICES, LLC$3.4M1
69Pathstone Holdings, LLC$3.3M1
70WELLS FARGO & COMPANY/MN$3.0M1
71STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$2.8M1
72VANGUARD ASSET MANAGEMENT, Ltd$2.8M1
73Brooklyn Investment Group$2.7M1
74Engineers Gate Manager LP$2.6M1
75PRUDENTIAL FINANCIAL INC$2.6M1
76Rockefeller Capital Management L.P.$2.5M1
77LAZARD ASSET MANAGEMENT LLC$2.5M1
78Kestra Investment Management, LLC$2.5M1
79GUGGENHEIM CAPITAL LLC$2.5M1
80Optimist Retirement Group LLC$2.5M1
81O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.4M1
82Arnhold LLC$2.4M1
83CWA Asset Management Group, LLC$2.3M1
84Oak Thistle LLC$2.3M1
85CLARK ESTATES INC/NY$2.1M1
86WELLINGTON MANAGEMENT GROUP LLP$2.1M1
87QRG CAPITAL MANAGEMENT, INC.$2.1M1
88OSAIC HOLDINGS, INC.$2.1M1
89Cetera Investment Advisers$2.0M1
90Mirae Asset Global Investments Co., Ltd.$1.9M1
91LPL Financial LLC$1.9M1
92JUPITER ASSET MANAGEMENT LTD$1.8M1
93GROUP ONE TRADING LLC$1.8M1
94Range Financial Group LLC$1.8M1
95D.A. DAVIDSON & CO.$1.7M1
96Orion Porfolio Solutions, LLC$1.7M1
97BROWN ADVISORY INC$1.7M1
98MERCER GLOBAL ADVISORS INC /ADV$1.7M1
99PICTON MAHONEY ASSET MANAGEMENT$1.7M1
100Y-Intercept (Hong Kong) Ltd$1.5M1
101EXCHANGE TRADED CONCEPTS, LLC$1.5M1
102HSBC HOLDINGS PLC$1.5M1
103IMC-Chicago, LLC$1.5M1
104WBI INVESTMENTS, LLC$1.5M1
105CANADA PENSION PLAN INVESTMENT BOARD$1.4M1
106Baird Financial Group, Inc.$1.4M1
107Vanguard Global Advisers, LLC$1.4M1
108Illinois Municipal Retirement Fund$1.4M1
109Summit Trail Advisors, LLC$1.4M1
110STATE OF WISCONSIN INVESTMENT BOARD$1.3M1
111Janus Henderson Group Ltd.$1.3M1
112Longaeva Partners L.P.$1.3M1
113Holocene Advisors, LP$1.1M1
114Beacon Pointe Advisors, LLC$1.1M1
115Zurcher Kantonalbank (Zurich Cantonalbank)$1.1M1
116Friedenthal Financial$1.1M1
117MIRABELLA FINANCIAL SERVICES LLP$1.1M1
118Dynamic Technology Lab Private Ltd$1.0M1
119PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$960K1
120Waycross Investment Management Co$937K1
121Bridgewater Associates, LP$936K1
122Vanguard Personalized Indexing Management, LLC$924K1
123HUSSMAN STRATEGIC ADVISORS, INC.$917K1
124PARK CIRCLE Co$899K1
125Crossmark Global Holdings, Inc.$892K1
126Mork Capital Management, LLC$873K1
127DRW Securities, LLC$768K1
128Arizona State Retirement System$762K1
129FOX RUN MANAGEMENT, L.L.C.$750K1
130WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$744K1
131INTECH INVESTMENT MANAGEMENT LLC$724K1
132RITHOLTZ WEALTH MANAGEMENT$722K1
133Cerity Partners LLC$714K1
134Vanguard Investments Australia, Ltd.$697K1
135Walleye Trading LLC$694K1
136COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$686K1
137TRED AVON FAMILY WEALTH, LLC$669K1
138FIFTH THIRD BANCORP$639K1
139OREGON PUBLIC EMPLOYEES RETIREMENT FUND$635K1
140MANUFACTURERS LIFE INSURANCE COMPANY, THE$594K1
141Odyssean, LLC$584K1
142RAYMOND JAMES FINANCIAL INC$584K1
143ROYCE & ASSOCIATES LP$582K1
144Impact Partnership Wealth, LLC$576K1
145Ascent Group, LLC$574K1
146Counterpoint Mutual Funds LLC$554K1
147Bridgefront Capital, LLC$551K1
148Maryland State Retirement & Pension System$546K1
149Elevated Capital Advisors, LLC$523K1
150SILVERLAKE WEALTH MANAGEMENT LLC$520K1
151Hennion & Walsh Asset Management, Inc.$519K1
152Fideuram Asset Management (Ireland) dac$506K1
153Krane Funds Advisors LLC$504K1
154Empowered Funds, LLC$503K1
155TEACHER RETIREMENT SYSTEM OF TEXAS$502K1
156Dakota Wealth Management$497K1
157Essex Financial Services, Inc.$484K1
158HighTower Advisors, LLC$476K1
159Vise Technologies, Inc.$473K1
160Pictet Asset Management Holding SA$467K1
161Walleye Capital LLC$464K1
162BENJAMIN EDWARDS INC$460K1
163DEUTSCHE BANK AG\$459K1
164Weiss Asset Management LP$437K1
165PARSONS CAPITAL MANAGEMENT INC/RI$432K1
166denkapparat Operations GmbH$416K1
167Meeder Advisory Services, Inc.$416K1
168INFRASTRUCTURE CAPITAL ADVISORS, LLC$405K1
169BOOTHBAY FUND MANAGEMENT, LLC$380K1
170MML INVESTORS SERVICES, LLC$367K1
171Moors & Cabot, Inc.$365K1
172MACKENZIE FINANCIAL CORP$365K1
173Michels Family Financial, LLC$362K1
174World Investment Advisors$354K1
175MSH Capital Advisors LLC$353K1
176VOYA INVESTMENT MANAGEMENT LLC$349K1
177Corient Private Wealth LLC$346K1
178Fieldview Capital Management, LLC$342K1
179BANK OF MONTREAL /CAN/$324K1
180MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$318K1
181Swiss Life Asset Management Ltd$314K1
182SIMPLEX TRADING, LLC$311K1
183Sanctuary Advisors, LLC$311K1
184LMR Partners LLP$302K1
185Clearstead Advisors, LLC$301K1
186Creative Planning$295K1
187Vontobel Holding Ltd.$280K1
188Outlook Wealth Advisors, LLC$280K1
189Provenance Wealth Advisors, LLC$279K1
190BURNEY CO/$274K1
191CIBC Asset Management Inc$270K1
192Tidal Investments LLC$260K1
193JMN Financial LLC$257K1
194Ritter Alpha, LP$248K1
195Kestra Advisory Services, LLC$241K1
196PEAK6 LLC$235K1
197EVERGREEN CAPITAL MANAGEMENT LLC$231K1
198STIFEL FINANCIAL CORP$228K1
199JANE STREET GROUP, LLC$227K1
200CWM, LLC$224K1
201CHICAGO TRUST Co NA$217K1
202Centiva Capital, LP$212K1
203Regal Investment Advisors LLC$208K1
204Farringdon Capital, Ltd.$207K1
205Caption Management, LLC$205K1
206XPONANCE LLC$204K1
207PFG Investments, LLC$204K1
208Abel Hall, LLC$203K1
209Mutual Advisors, LLC$200K1
210Delta Investment Management, LLC$199K1
211Compound Planning, Inc.$198K1
212Atria Investments, Inc$195K1
213OXFORD ASSET MANAGEMENT LLP$193K1
214Arax Advisory Partners$189K1
215Ensign Peak Advisors, Inc$188K1
216FOUNDATIONS INVESTMENT ADVISORS, LLC$186K1
217Accurate Wealth Management, LLC$182K1
218Samalin Investment Counsel, LLC$180K1
219Schonfeld Strategic Advisors LLC$180K1
220Park Capital Management, LLC / WI$177K1
221EDMP, INC.$175K1
222National Philanthropic Trust$175K1
223Baron Wealth Management LLC$175K1
224Merit Financial Group, LLC$167K1
225Sagewood Asset Management LP$167K1
226BLAIR WILLIAM & CO/IL$163K1
227William B. Walkup & Associates, Inc.$159K1
228SAGE RHINO CAPITAL LLC$156K1
229Principle Wealth Partners LLC$153K1
230Ashton Thomas Private Wealth, LLC$153K1
231Morningstar Investment Management LLC$150K1
232Utah Retirement Systems$149K1
233CIBC Bancorp USA Inc.$148K1
234LECAP ASSET MANAGEMENT LTD$148K1
235Parvin Asset Management, LLC$145K1
236UNITED CAPITAL FINANCIAL ADVISORS, LLC$145K1
237DAYMARK WEALTH PARTNERS, LLC$143K1
238VestGen Advisors, LLC$143K1
239Chicago Partners Investment Group LLC$142K1
240Pinnacle Wealth Planning Services, Inc.$141K1
241DIVERSIFY WEALTH MANAGEMENT, LLC$139K1
242TOWNSQUARE CAPITAL LLC$135K1
243Resonant Capital Advisors, LLC$133K1
244PRINCIPAL SECURITIES, INC.$128K1
245Frec Markets, Inc.$126K1
246Net Worth Advisory Group$126K1
247Vident Advisory, LLC$124K1
248SCOTIA CAPITAL INC.$123K1
249JOURNEY STRATEGIC WEALTH LLC$122K1
250Quotient Wealth Partners, LLC$118K1
251AE Wealth Management LLC$112K1
252Occidental Asset Management, LLC$112K1
253TCTC Holdings, LLC$110K1
254AIRE ADVISORS, LLC$108K1
255CIDEL ASSET MANAGEMENT INC$108K1
256NOMURA ASSET MANAGEMENT CO LTD$107K1
257GeoWealth Management, LLC$106K1
258Siemens Fonds Invest GmbH$105K1
259SILVER OAK SECURITIES, INCORPORATED$105K1
260Strategies Wealth Advisors, LLC$105K1
261Ifrah Financial Services, Inc.$104K1
262Claro Advisors Inc.$103K1
263HB Wealth Management, LLC$103K1
264PROFUND ADVISORS LLC$103K1
265COLDSTREAM CAPITAL MANAGEMENT INC$100K1
266TRUIST FINANCIAL CORP$99.8K1
267CAXTON ASSOCIATES LLP$99.1K1
268Jain Global LLC$96.5K1
269Curat Global, LLC$95.8K1
270SHELTON CAPITAL MANAGEMENT$95.7K1
271Perigon Wealth Management, LLC$93.9K1
272Avidian Wealth Enterprises, LLC$92.1K1
273Qtron Investments LLC$91.7K1
274Peak Wealth Management LLC$91.7K1
275Caitong International Asset Management Co., Ltd$90.0K1
276Quarry LP$80.2K1
277Annis Gardner Whiting Capital Advisors, LLC$79.3K1
278US BANCORP \DE\$68.7K1
279State of Wyoming$64.5K1
280BNP Paribas Asset Management Holding S.A.$61.0K1
281Tower Research Capital LLC (TRC)$57.2K1
282Salomon & Ludwin, LLC$43.4K1
283Larson Financial Group LLC$41.2K1
284Able Wealth Management LLC$37.2K1
285Caldwell Trust Co$36.9K1
286MAI Capital Management$36.7K1
287Federation des caisses Desjardins du Quebec$30.8K1
288Wilmington Savings Fund Society, FSB$28.5K1
289WPG Advisers, LLC$27.8K1
290Steward Partners Investment Advisory, LLC$25.7K1
291WealthCollab, LLC$25.1K1
292Allworth Financial LP$24.1K1
293Investors Research Corp$23.6K1
294Hickory Point Bank & Trust$21.8K1
295GHP Investment Advisors, Inc.$21.6K1
296MATHER GROUP, LLC.$21.3K1
297Avalon Trust Co$21.0K1
298UMB Bank, n.a.$19.8K1
299Parkside Financial Bank & Trust$19.1K1
300Blue Trust, Inc.$17.5K1
301Destiny Wealth Partners, LLC$16.9K1
302GABLES CAPITAL MANAGEMENT INC.$16.7K1
303Bell Investment Advisors, Inc$14.6K1
304NATIONAL BANK OF CANADA /FI/$14.0K1
305Smallwood Wealth Investment Management, LLC$14.0K1
306FINANCIAL CONSULATE, INC$13.1K1
307TD Waterhouse Canada Inc.$12.7K1
308BROWN, LISLE/CUMMINGS, INC.$12.6K1
309Triumph Capital Management$12.2K1
310NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$11.0K1
311True Wealth Design, LLC$8.9K1
312Cassaday & Co Wealth Management LLC$8.7K1
313INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$8.2K1
314TOTH FINANCIAL ADVISORY CORP$7.0K1
315Manchester Capital Management LLC$6.6K1
316Bayforest Capital Ltd$5.8K1
317Medallion Wealth Advisors, LLC$4.8K1
318Keating Financial Advisory Services, Inc.$4.1K1
319Crewe Advisors LLC$4.1K1
320Mitsubishi UFJ Asset Management Co., Ltd.$3.7K1
321Godfrey Financial Associates, Inc.$3.7K1
322MV CAPITAL MANAGEMENT, INC.$3.7K1
323CVA Family Office, LLC$3.4K1
324Intentional Wealth Strategies, LLC$3.4K1
325Signature Resources Capital Management, LLC$2.9K1
326THRIVENT FINANCIAL FOR LUTHERANS$2.6K1
327CANADA LIFE ASSURANCE Co$2.6K1
328Kilter Group LLC$2.4K1
329West Branch Capital LLC$2.4K1
330Penserra Capital Management LLC$2.3K1
331Wall Street Financial Group, Inc.$2.2K1
332JFS WEALTH ADVISORS, LLC$2.1K1
333Signature Equity Partners, LLC$2.1K1
334Dogwood Wealth Management LLC$2.0K1
335Investors Portfolio Services LLC$2.0K1
336Atlantic Union Bankshares Corp$1.9K1
337WEBSTER BANK, N. A.$1.7K1
338Darwin Wealth Management, LLC$1.7K1
339ASSETMARK, INC$1.7K1
340DekaBank Deutsche Girozentrale$1.7K1
341Smartleaf Asset Management LLC$1.5K1
342CALDWELL SUTTER CAPITAL, INC.$1.5K1
343Transamerica Financial Advisors, LLC$1.5K1
344State of Alaska, Department of Revenue$1.5K1
345Retirement Wealth Solutions LLC$1.4K1
346Rialto Wealth Management, LLC$1.4K1
347Treasurer of the State of North Carolina$1.2K1
348Clearstead Trust, LLC$1.2K1
349Spire Wealth Management$9951
350QUADRANT CAPITAL GROUP LLC$9431
351Moisand Fitzgerald Tamayo, LLC$8731
352TFC Financial Management, Inc.$8731
353Kentucky Retirement Systems$7871
354ELEVATION WEALTH PARTNERS, LLC$7861
355Ankerstar Wealth, LLC$7251
356Virginia Estate & Retirement Planning Advisors Inc.$6991
357Frazier Financial Advisors, LLC$6471
358Hilton Head Capital Partners, LLC$5851
359DiNuzzo Private Wealth, Inc.$5771
360NATIXIS ADVISORS, LLC$5751
361Breakwater Investment Management$5591
362Cromwell Holdings LLC$4891
363GILPIN WEALTH MANAGEMENT, LLC$4631
364SJS Investment Consulting Inc.$3761
365PARK AVENUE SECURITIES LLC$3661
366Vestcor Inc$2351
367GSA CAPITAL PARTNERS LLP$2331
368Prestige Wealth Management Group LLC$2101
369HFM Investment Advisors, LLC$1921
370Vermillion Wealth Management, Inc.$1831
371Greenwich Wealth Management LLC$1251
372KBC Group NV$1111
373Altshuler Shaham Ltd$91
374Raleigh Capital Management Inc.$21
375Avion Wealth$11
376Capital Advisors, Ltd. LLC$01
377VANGUARD GROUP INC$01
378&PARTNERS$01
379HARBOUR INVESTMENTS, INC.$01
380DELTA ASSET MANAGEMENT LLC/TN$01
381PANAGORA ASSET MANAGEMENT INC$01
382COMERICA BANK$01
383VIRGINIA RETIREMENT SYSTEMS ET Al$01
384D. E. Shaw & Co., Inc.$01
385BARR E S & CO$01
386ICON ADVISERS INC/CO$01
387SIG BROKERAGE, LP$01
388CSS LLC/IL$01
389NOMURA HOLDINGS INC$01
390NATIXIS$01
391FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$01
392CIBC Private Wealth Group LLC$01
393Baker Ellis Asset Management LLC$01
394NORGES BANK$01
395J.W. COLE ADVISORS, INC.$01
396CAPSTONE INVESTMENT ADVISORS, LLC$01
397Sigma Planning Corp$01
398Verition Fund Management LLC$01
399HRT FINANCIAL LP$01
400TWO SIGMA ADVISERS, LP$01
401Leonteq Securities AG$01
402EP Wealth Advisors, LLC$01
403Sequoia Financial Advisors, LLC$01
404KESTRA PRIVATE WEALTH SERVICES, LLC$01
405Numerai GP LLC$01
406OneDigital Investment Advisors LLC$01
407McIlrath & Eck, LLC$01
408DV Trading LLC$01
409ExodusPoint Capital Management, LP$01
410Semanteon Capital Management, LP$01
411Elo Mutual Pension Insurance Co$01
412Global Retirement Partners, LLC$01
413Qsemble Capital Management, LP$01
414TWINBEECH CAPITAL LP$01
415Deseret Mutual Benefit Administrators$01
416Physician Wealth Advisors, Inc.$01
417Fourth Sail Capital LP$01
418Aquatic Capital Management LLC$01
419OCCUDO QUANTITATIVE STRATEGIES LP$01
420XTX Topco Ltd$01
421DV EQUITIES, LLC$01
422Y.D. More Investments Ltd$01
423Activest Wealth Management$01
424AlphaQuest LLC$01
425SageView Advisory Group, LLC$01
426ParaFi Capital LP$01
427iSAM Funds (UK) Ltd$01
428Dunhill Financial, LLC$01
429Envestnet Portfolio Solutions, Inc.$01
430Freestone Grove Partners LP$01
431LB Partners LLC$01
432Turning Point Benefit Group, Inc.$01
433NDVR, Inc.$01
434Scientech Research LLC$01
435Diversify Advisory Services, LLC$01
436Meridiem Capital Partners LP$01
437Massar Capital Management, LP$01
438Aster Capital Management (DIFC) Ltd$01
439FLORIDA FINANCIAL ADVISORS, LLC$01
440North Dakota State Investment Board$01
Truncated by Public Filings. The published aggregate ranks the top 440 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 WU

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for WU · financials and macro

Financials — as filed PLANNED

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