Public record / Tickers / WWD

WWD — Woodward, Inc.

Both disclosure regimes on one name: who in Congress filed about WWD, 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
6
all PTR rows naming WWD
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
11-01
filed 2021-11-01
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

Lois Frankel · $1.0K–$15.0K

Sale · traded 2021-09-23 → filed 2021-11-01. Ranked over every WWD row by the provable lower bound, never a point estimate.

No member disclosed WWD 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 WWD 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 WWD · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning WWD
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2021-11-01Lois Frankel D–FL-22SaleTraded 09-23 +39d$1K–$15K
2021-11-01Lois Frankel D–FL-22Sale · partial (partial sale)Traded 09-22 +40d$1K–$15K
2020-03-23Lois Frankel D–FL-22Sale · partial (partial sale)Traded 03-05 +18d$1K–$15K
2020-01-23Lois Frankel D–FL-22Sale · partial (partial sale)Traded 01-16 +7d$1K–$15K
2018-11-28Lois Frankel D–FL-22PurchaseTraded 10-19 +40d$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 6 ↗

Members active in WWD

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

No member disclosed WWD in the trailing 12 months.

Congress ↔ notable managers · WWD

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

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

Merged timeline of congressional filings and notable-manager moves on WWD
DateWhoChangeSize
2026-05-15Tudor Investment Corp 13Fnew+66,821 sh
2026-05-15Gotham Asset Management 13Fadd+9,537 sh
2026-05-15Soros Fund Management 13Ftrim−81,428 sh
2026-05-15Bridgewater Associates 13Ftrim−3,289 sh
2026-05-15Moore Capital Management 13Ftrim−40,489 sh
2026-05-15Duquesne Family Office 13Ftrim−379,575 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

Top institutional holders of WWD for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.3B1
2VANGUARD CAPITAL MANAGEMENT LLC$957M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$913M1
4EAGLE CAPITAL MANAGEMENT LLC$882M1
5STATE STREET CORP$832M1
6FMR LLC$789M1
7Newport Trust Company, LLC$718M1
8GEODE CAPITAL MANAGEMENT, LLC$591M1
9Artisan Partners Limited Partnership$504M1
10EARNEST PARTNERS LLC$462M1
11Invesco Ltd.$417M1
12SEI INVESTMENTS CO$324M1
13BANK OF AMERICA CORP /DE/$269M1
14AQR CAPITAL MANAGEMENT LLC$245M1
15NAYA CAPITAL MANAGEMENT UK LTD$242M1
16NORTHERN TRUST CORP$207M1
17MORGAN STANLEY$207M1
18FIRST TRUST ADVISORS LP$189M1
19Qube Research & Technologies Ltd$172M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$167M1
21Findlay Park Partners LLP$162M1
22Bank of New York Mellon Corp$161M1
23MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$158M1
24DIMENSIONAL FUND ADVISORS LP$152M1
25SNYDER CAPITAL MANAGEMENT L P$152M1
26VANGUARD FIDUCIARY TRUST CO$133M1
27COOKE & BIELER LP$124M1
28HAWK RIDGE CAPITAL MANAGEMENT LP$122M1
29MASSACHUSETTS FINANCIAL SERVICES CO /MA/$117M1
30UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$117M1
31FIL Ltd$108M1
32RAYMOND JAMES FINANCIAL INC$106M1
33Tidal Investments LLC$103M1
34Capital Research Global Investors$98.9M1
35WESTFIELD CAPITAL MANAGEMENT CO LP$97.4M1
36EULAV Asset Management$91.3M1
37ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$89.5M1
38D. E. Shaw & Co., Inc.$85.8M1
39Senator Investment Group LP$81.1M1
40MILLENNIUM MANAGEMENT LLC$81.0M1
41Forest Avenue Capital Management LP$79.5M1
42UBS Group AG$78.7M1
43BRADLEY FOSTER & SARGENT INC/CT$76.7M1
44CITADEL ADVISORS LLC$68.7M1
45Freestone Grove Partners LP$65.2M1
46Kinetic Partners Management, LP$62.5M1
47DEUTSCHE BANK AG\$60.9M1
48Ilex Capital Partners (UK) LLP$60.1M1
49JANE STREET GROUP, LLC$59.7M1
50PRUDENTIAL FINANCIAL INC$56.2M1
51Quantinno Capital Management LP$55.3M1
52Squarepoint Ops LLC$53.7M1
53Point72 Asset Management, L.P.$53.4M1
54TWO SIGMA INVESTMENTS, LP$52.0M1
55Retirement Systems of Alabama$50.1M1
56PRINCIPAL FINANCIAL GROUP INC$47.6M1
57Night Owl Capital Management, LLC$44.8M1
58AMERIPRISE FINANCIAL INC$44.3M1
59VOLORIDGE INVESTMENT MANAGEMENT, LLC$43.7M1
60Hudson Way Capital Management LLC$43.3M1
61Swiss National Bank$42.8M1
62JENNISON ASSOCIATES LLC$42.7M1
63Man Group plc$41.1M1
64Nuveen, LLC$40.7M1
65ENVESTNET ASSET MANAGEMENT INC$40.4M1
66CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$37.5M1
67PALISADE CAPITAL MANAGEMENT, LP$37.2M1
68VICTORY CAPITAL MANAGEMENT INC$36.9M1
69Aventail Capital Group, LP$36.7M1
70One Madison Group LLC$35.9M1
71SOROS FUND MANAGEMENT LLC$35.7M1
72Alpha Wave Global, LP$34.6M1
73Legal & General Group Plc$34.1M1
74Alyeska Investment Group, L.P.$33.9M1
75FEDERATED HERMES, INC.$33.7M1
76Advaya LLP$30.4M1
77COOKSON PEIRCE & CO INC$28.2M1
78Baird Financial Group, Inc.$27.2M1
79BNP Paribas Asset Management Holding S.A.$26.3M1
80DRIEHAUS CAPITAL MANAGEMENT LLC$25.5M1
81ROYAL BANK OF CANADA$25.3M1
82NEW YORK STATE COMMON RETIREMENT FUND$25.0M1
83JUPITER ASSET MANAGEMENT LTD$24.8M1
84Arbejdsmarkedets Tillaegspension$24.6M1
85ALLIANCEBERNSTEIN L.P.$24.3M1
86ROYCE & ASSOCIATES LP$24.0M1
87TUDOR INVESTMENT CORP ET AL$23.9M1
88Mariner, LLC$23.6M1
89Jain Global LLC$23.2M1
90Savant Capital, LLC$23.1M1
91Bridgewater Associates, LP$22.6M1
92PANAGORA ASSET MANAGEMENT INC$22.2M1
93ASSOCIATED BANC-CORP$21.9M1
94LaFleur & Godfrey LLC$21.2M1
95WELLS FARGO & COMPANY/MN$20.6M1
96BARCLAYS PLC$19.4M1
97STATE OF WISCONSIN INVESTMENT BOARD$18.6M1
98STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$18.5M1
99UNTITLED INVESTMENTS LP$18.5M1
100Walleye Capital LLC$18.4M1
101WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$18.0M1
102VANGUARD ASSET MANAGEMENT, Ltd$16.7M1
103MOORE CAPITAL MANAGEMENT, LP$16.5M1
104Fiera Capital Corp$16.5M1
105GILDER GAGNON HOWE & CO LLC$16.4M1
106BROWN ADVISORY INC$16.2M1
107CITIGROUP INC$15.5M1
108Gotham Asset Management, LLC$15.5M1
109CANADA PENSION PLAN INVESTMENT BOARD$15.5M1
110CRAMER ROSENTHAL MCGLYNN LLC$15.4M1
111BANK OF NOVA SCOTIA$15.4M1
112Daiwa Securities Group Inc.$15.0M1
113Allianz Asset Management GmbH$14.9M1
114Focus Partners Advisor Solutions, LLC$14.8M1
115Bayberry Capital Partners LP$14.4M1
116Skye Global Management LP$14.3M1
117Rivermont Capital Management LP$13.9M1
118CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$13.7M1
119FACT Capital, LP$13.5M1
120Corient Private Wealth LLC$13.4M1
121AMERICAN CENTURY COMPANIES INC$12.3M1
122Engineers Gate Manager LP$12.2M1
123PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$12.1M1
124FIFTH THIRD BANCORP$11.1M1
125BANK OF MONTREAL /CAN/$11.1M1
126Brevan Howard Capital Management LP$11.0M1
127MANUFACTURERS LIFE INSURANCE COMPANY, THE$10.9M1
128Larson Financial Group LLC$10.6M1
129MetLife Investment Management, LLC$10.5M1
130Empowered Funds, LLC$10.4M1
131East Coast Asset Management, LLC.$10.3M1
132IEQ CAPITAL, LLC$10.0M1
133YHB Investment Advisors, Inc.$10.0M1
134Cerity Partners LLC$9.8M1
135LPL Financial LLC$9.7M1
136TEACHER RETIREMENT SYSTEM OF TEXAS$9.7M1
137ADAGE CAPITAL PARTNERS GP, L.L.C.$9.7M1
138Janus Henderson Group Ltd.$9.6M1
139MERCER GLOBAL ADVISORS INC /ADV$9.1M1
140Verition Fund Management LLC$9.1M1
141Grantham, Mayo, Van Otterloo & Co. LLC$9.0M1
142Vest Financial, LLC$8.9M1
143Vanguard Global Advisers, LLC$8.9M1
144Zurcher Kantonalbank (Zurich Cantonalbank)$8.9M1
145ING GROEP NV$8.8M1
146US BANCORP \DE\$8.7M1
147SCOPUS ASSET MANAGEMENT, L.P.$8.5M1
148INTECH INVESTMENT MANAGEMENT LLC$8.4M1
149NATIONAL BANK OF CANADA /FI/$8.4M1
150MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.2M1
151Trexquant Investment LP$7.9M1
152Creative Planning$7.8M1
153KP Management LLC$7.7M1
154NISA INVESTMENT ADVISORS, LLC$7.5M1
155Sequoia Financial Advisors, LLC$7.3M1
156XTX Topco Ltd$7.3M1
157State of New Jersey Common Pension Fund D$7.2M1
158SMA Capital LLC$6.7M1
159Advisors Asset Management, Inc.$6.5M1
160YOUSIF CAPITAL MANAGEMENT, LLC$6.4M1
161Y-Intercept (Hong Kong) Ltd$6.3M1
162CWM, LLC$6.2M1
163CHOREO, LLC$6.2M1
164CIBC Bancorp USA Inc.$6.1M1
165ARGENT CAPITAL MANAGEMENT LLC$6.0M1
166KELLY LAWRENCE W & ASSOCIATES INC/CA$5.9M1
167GLENMEDE TRUST CO NA$5.9M1
168Ameritas Investment Partners, Inc.$5.9M1
169Arizona State Retirement System$5.9M1
170REGIONS FINANCIAL CORP$5.9M1
171Rafferty Asset Management, LLC$5.7M1
172IHT Wealth Management, LLC$5.7M1
173MIDLAND WEALTH ADVISORS, LLC$5.7M1
174Vanguard Investments Australia, Ltd.$5.4M1
175VOYA INVESTMENT MANAGEMENT LLC$5.4M1
176AMF Tjanstepension AB$5.4M1
177COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$5.3M1
178COMMONWEALTH EQUITY SERVICES, LLC$5.3M1
179Quantbot Technologies LP$5.3M1
180STATE OF MICHIGAN RETIREMENT SYSTEM$5.1M1
181Covea Finance$5.1M1
182MAIRS & POWER INC$5.0M1
183FengHe Fund Management Pte. Ltd.$4.9M1
184KLP KAPITALFORVALTNING AS$4.8M1
185Amundi$4.8M1
186Hennion & Walsh Asset Management, Inc.$4.8M1
187NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$4.8M1
188Huntleigh Advisors, Inc.$4.7M1
189Asset Management One Co., Ltd.$4.7M1
190Harvest Investment Services, LLC$4.6M1
191Graham Capital Management, L.P.$4.6M1
192WORLDQUANT MILLENNIUM ADVISORS LLC$4.5M1
193TCI Wealth Advisors, Inc.$4.5M1
194Sowell Financial Services LLC$4.5M1
195Wilmington Savings Fund Society, FSB$4.4M1
196OREGON PUBLIC EMPLOYEES RETIREMENT FUND$4.4M1
197TERRIL BROTHERS, INC.$4.2M1
198BOOTHBAY FUND MANAGEMENT, LLC$4.1M1
199Holocene Advisors, LP$4.1M1
200New Age Alpha Advisors, LLC$4.1M1
201Rockefeller Capital Management L.P.$4.0M1
202OCCUDO QUANTITATIVE STRATEGIES LP$3.7M1
203Pathstone Holdings, LLC$3.6M1
204Blackstone Inc.$3.6M1
205Universal- Beteiligungs- und Servicegesellschaft mbH$3.5M1
206Utah Retirement Systems$3.5M1
207Pictet Asset Management Holding SA$3.5M1
208STIFEL FINANCIAL CORP$3.4M1
209Mengis Capital Management, Inc.$3.4M1
210Aubrey Capital Management Ltd$3.3M1
211PDT Partners, LLC$3.3M1
212Candelo Capital Management LP$3.3M1
213MML INVESTORS SERVICES, LLC$3.3M1
214NAVELLIER & ASSOCIATES INC$3.3M1
215HighTower Advisors, LLC$3.2M1
216Focus Partners Wealth$3.2M1
217Whitford Management LLC$3.2M1
218Sanctuary Advisors, LLC$3.2M1
219FRANKLIN RESOURCES INC$3.1M1
220NATIXIS$3.1M1
221GUGGENHEIM CAPITAL LLC$3.0M1
222Spectrum Planning & Advisory Services Inc.$3.0M1
223LMR Partners LLP$2.9M1
224Cetera Investment Advisers$2.9M1
225Anfield Capital Management, LLC$2.9M1
226SteelPeak Wealth, LLC$2.8M1
227Steward Partners Investment Advisory, LLC$2.6M1
228Sumitomo Mitsui Trust Group, Inc.$2.6M1
229XPONANCE LLC$2.6M1
230SCHRODER INVESTMENT MANAGEMENT GROUP$2.6M1
231NORTHCAPE WEALTH MANAGEMENT, LLC$2.6M1
232Private Advisor Group, LLC$2.6M1
233TD ASSET MANAGEMENT INC$2.5M1
234SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.5M1
235ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$2.4M1
236Catalyst Capital Advisors LLC$2.4M1
237Jefferies Financial Group Inc.$2.3M1
238M&T BANK CORP$2.2M1
239Merit Financial Group, LLC$2.2M1
240Wakefield Asset Management LLLP$2.1M1
241Oak Thistle LLC$2.1M1
242FORA Capital, LLC$2.1M1
243Susquehanna Portfolio Strategies, LLC$2.0M1
244Havemeyer Place LP$2.0M1
245Trinity Legacy Partners, LLC$1.9M1
246Bank Julius Baer & Co. Ltd, Zurich$1.9M1
247Vanguard Personalized Indexing Management, LLC$1.9M1
248Diversified Trust Co$1.9M1
249COMMERCE BANK$1.9M1
250O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.8M1
251HSBC HOLDINGS PLC$1.8M1
252LEAVELL INVESTMENT MANAGEMENT, INC.$1.8M1
253STEPHENS INC /AR/$1.7M1
254Summit Trail Advisors, LLC$1.7M1
255Taproot Management LP$1.7M1
256MACKENZIE FINANCIAL CORP$1.7M1
257Swiss Life Asset Management Ltd$1.7M1
258Rodgers Brothers Inc.$1.7M1
259SANDLER CAPITAL MANAGEMENT$1.7M1
260BLAIR WILLIAM & CO/IL$1.7M1
261Banco Santander, S.A.$1.6M1
262GARRISON BRADFORD & ASSOCIATES INC$1.6M1
263Gallo Partners, LP$1.6M1
264QUADRANT CAPITAL GROUP LLC$1.6M1
265LAZARD ASSET MANAGEMENT LLC$1.6M1
266Vestmark Advisory Solutions, Inc.$1.6M1
267SECURIAN ASSET MANAGEMENT, INC$1.6M1
268Argentarii, LLC$1.6M1
269Numerai GP LLC$1.5M1
270EP Wealth Advisors, LLC$1.5M1
271SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$1.5M1
272LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.5M1
273Blue Trust, Inc.$1.4M1
274VIRTUS ADVISERS, LLC$1.4M1
275JSF Financial, LLC$1.4M1
276Mitsubishi UFJ Trust & Banking Corp$1.4M1
277Vident Advisory, LLC$1.4M1
278Ethic Inc.$1.4M1
279Wealth Enhancement Trust Services, Inc.$1.4M1
280OSAIC HOLDINGS, INC.$1.4M1
281Federation des caisses Desjardins du Quebec$1.4M1
282Crossmark Global Holdings, Inc.$1.3M1
283Financial Planning Fort Collins, LLC$1.3M1
284Concentric Capital Strategies, LP$1.3M1
285U.S. Capital Wealth Advisors, LLC$1.3M1
286KENNEDY CAPITAL MANAGEMENT LLC$1.3M1
287Brooklyn Investment Group$1.3M1
288Ensign Peak Advisors, Inc$1.3M1
289WESTWOOD HOLDINGS GROUP INC$1.2M1
290QUEST INVESTMENT MANAGEMENT LLC$1.2M1
291Retireful, LLC$1.2M1
292&PARTNERS$1.2M1
293Regal Partners Ltd$1.2M1
294Agate Pass Investment Management, LLC$1.2M1
295Keeler Thomas Management LLC$1.2M1
296CAPSTONE INVESTMENT ADVISORS, LLC$1.1M1
297Avior Wealth Management, LLC$1.1M1
298First Growth Capital LLC$1.1M1
299Regal Investment Advisors LLC$1.1M1
300EQUITABLE TRUST CO$1.1M1
301Integrated Quantitative Investments LLC$1.1M1
302Atria Investments, Inc$1.1M1
303AE Wealth Management LLC$1.1M1
304Maryland State Retirement & Pension System$1.0M1
305CRAWFORD INVESTMENT COUNSEL INC$1.0M1
306Caldwell Investment Management Ltd.$1.0M1
307Chicago Partners Investment Group LLC$999K1
308State of Wyoming$996K1
309Fieldview Capital Management, LLC$994K1
310Sendero Wealth Management, LLC$992K1
311Yorktown Management & Research Co Inc$984K1
312CASTLEARK MANAGEMENT LLC$974K1
313UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$931K1
314DIVERSIFY WEALTH MANAGEMENT, LLC$904K1
315Beverly Hills Private Wealth, LLC$892K1
316Schonfeld Strategic Advisors LLC$886K1
317Permanens Capital L.P.$879K1
318MISSION WEALTH MANAGEMENT, LP$872K1
319Pallas Capital Advisors LLC$859K1
320ProShare Advisors LLC$856K1
321Atlantic Union Bankshares Corp$851K1
322Polymer Capital Management (US) LLC$847K1
323MGO ONE SEVEN LLC$842K1
324Quadrature Capital Ltd$833K1
325FULLER & THALER ASSET MANAGEMENT, INC.$829K1
326CREDIT AGRICOLE S A$828K1
327Moisand Fitzgerald Tamayo, LLC$818K1
328ROCKLAND TRUST CO$809K1
329Tower Research Capital LLC (TRC)$802K1
330Bull Harbor Capital LLC$792K1
331EVERGREEN CAPITAL MANAGEMENT LLC$786K1
332Bridgefront Capital, LLC$774K1
333Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$772K1
334Greenspring Advisors, LLC$772K1
335Plancorp, LLC$772K1
336Qtron Investments LLC$762K1
337Savvy Advisors, Inc.$760K1
338HB Wealth Management, LLC$753K1
339Krilogy Financial LLC$740K1
340NewEdge Advisors, LLC$737K1
341Panoramic Capital Partners, LLC$734K1
342Sterling Capital Management LLC$722K1
343Evercore Wealth Management, LLC$716K1
344PFG Investments, LLC$700K1
345SHELTON CAPITAL MANAGEMENT$695K1
346Rehmann Capital Advisory Group$690K1
347Aquatic Capital Management LLC$680K1
348CIBC Asset Management Inc$676K1
349TRUIST FINANCIAL CORP$625K1
350Laird Norton Wetherby Trust Company, LLC$624K1
351Keating Financial Advisory Services, Inc.$621K1
352North Dakota State Investment Board$620K1
353Lombard Odier Asset Management (USA) Corp$606K1
354Compound Planning, Inc.$594K1
355IRON Financial LLC$593K1
356Ballentine Partners, LLC$582K1
357Balentine LLC$579K1
358Walleye Trading LLC$568K1
359denkapparat Operations GmbH$563K1
360SIMPLEX TRADING, LLC$563K1
361Baker Avenue Asset Management, LP$552K1
362EVOLVE PRIVATE WEALTH, LLC$543K1
363EXCHANGE TRADED CONCEPTS, LLC$541K1
364UMB Bank, n.a.$540K1
365Perbak Capital Partners LLP$537K1
366Sound View Wealth Advisors Group, LLC$536K1
367Frank, Rimerman Advisors LLC$535K1
368PROFUND ADVISORS LLC$533K1
369Aaron Wealth Advisors LLC$518K1
370Concurrent Investment Advisors, LLC$505K1
371Wedmont Private Capital$504K1
372ALPS ADVISORS INC$495K1
373Meiji Yasuda Asset Management Co Ltd.$491K1
374TWO SIGMA SECURITIES, LLC$488K1
375Hartree Partners, LP$487K1
376Kera Capital Partners, Inc.$483K1
377Centiva Capital, LP$483K1
378NorthCrest Asset Manangement, LLC$481K1
379COLDSTREAM CAPITAL MANAGEMENT INC$473K1
380Circle Wealth Management, LLC$471K1
381FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$469K1
382Gryphon Financial Partners LLC$467K1
383WORLD EQUITY GROUP, INC.$458K1
384KESTRA PRIVATE WEALTH SERVICES, LLC$457K1
385FULTON BANK, N.A.$453K1
386Stonebridge Financial Group, LLC / MO$451K1
387INCEPTIONR LLC$446K1
388MONETA GROUP INVESTMENT ADVISORS LLC$442K1
389nVerses Capital, LLC$441K1
390NewEdge Wealth, LLC$437K1
391FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$432K1
392COURIER CAPITAL LLC$430K1
393Brookstone Capital Management$426K1
394Inscription Capital, LLC$420K1
395Atom Investors LP$420K1
396DANSKE BANK A/S$417K1
397Callan Family Office, LLC$414K1
398Winthrop Partners - WNY, LLC$406K1
399Perigon Wealth Management, LLC$404K1
400OneDigital Investment Advisors LLC$401K1
401Cynosure Group, LLC$400K1
402CITIZENS FINANCIAL GROUP INC/RI$399K1
403Arax Advisory Partners$398K1
404DRW Securities, LLC$394K1
405PRELUDE CAPITAL MANAGEMENT, LLC$393K1
406PICTON MAHONEY ASSET MANAGEMENT$393K1
407Kingsview Wealth Management, LLC$388K1
408Kestra Advisory Services, LLC$383K1
409Prospera Financial Services Inc$378K1
410NEW YORK LIFE INVESTMENT MANAGEMENT LLC$377K1
411BENJAMIN EDWARDS INC$377K1
412GATEWAY INVESTMENT ADVISERS LLC$374K1
413Calamos Advisors LLC$370K1
414Calamos Wealth Management LLC$370K1
415Renaissance Investment Group LLC$369K1
416Summit Financial, LLC$368K1
417FIRST BUSINESS FINANCIAL SERVICES, INC.$358K1
418Eurizon Capital SGR S.p.A.$355K1
419JOURNEY STRATEGIC WEALTH LLC$355K1
420CTC Alternative Strategies, Ltd.$354K1
421Diametric Capital, LP$350K1
422Cordatus Wealth Management LLC$348K1
423OPPENHEIMER ASSET MANAGEMENT INC.$346K1
424OP Asset Management Ltd$345K1
425Coastal Bridge Advisors, LLC$344K1
426UNITED CAPITAL FINANCIAL ADVISORS, LLC$338K1
427Optimize Financial Inc$334K1
428Accel Wealth Management$334K1
429NBT BANK, N.A.$334K1
430Headlands Technologies LLC$334K1
431R Squared Ltd$333K1
432Allworth Financial LP$330K1
433AIGEN INVESTMENT MANAGEMENT, LP$329K1
434MAI Capital Management$326K1
435HUB Investment Partners, LLC$326K1
436CHICAGO TRUST Co NA$322K1
437TWINBEECH CAPITAL LP$318K1
438Dala Group, LLC$317K1
439OpenArc Corporate Advisory, LLC$316K1
440AlphaCore Capital LLC$307K1
441MIRABELLA FINANCIAL SERVICES LLP$299K1
442Teamwork Financial Advisors, LLC$291K1
443WADDELL & ASSOCIATES, LLC$287K1
444KEYBANK NATIONAL ASSOCIATION/OH$285K1
445ANB BANK$285K1
446PINNACLE ASSOCIATES LTD$280K1
447Caerus Investment Advisors, LLC$279K1
448Cresset Asset Management, LLC$278K1
449QRG CAPITAL MANAGEMENT, INC.$277K1
450Phoenix Financial Ltd.$277K1
451Rothschild Wealth LLC$275K1
452SEEDS INVESTOR LLC$273K1
453Meeder Advisory Services, Inc.$271K1
454Allspring Global Investments Holdings, LLC$268K1
455DAYMARK WEALTH PARTNERS, LLC$264K1
456JACKSON THORNTON WEALTH MANAGEMENT, LLC$263K1
457EARNED WEALTH ADVISORS, LLC$262K1
458HM PAYSON & CO$258K1
459Blueshift Asset Management, LLC$258K1
460SAGESPRING WEALTH PARTNERS, LLC$258K1
461Vise Technologies, Inc.$256K1
462ANCHOR CAPITAL ADVISORS LLC$256K1
463Belpointe Asset Management LLC$256K1
464Optas, LLC$251K1
465WINTON GROUP Ltd$251K1
466Envestnet Portfolio Solutions, Inc.$248K1
467Vinva Investment Management Ltd$244K1
468INSIGNEO ADVISORY SERVICES, LLC$243K1
469Parisi Gray Wealth Management$241K1
470WIN ADVISORS, INC$237K1
471Quantessence Capital LLC$237K1
472Quarry LP$235K1
473BALYASNY ASSET MANAGEMENT L.P.$232K1
474Stratos Wealth Partners, LTD.$232K1
475Optiver Holding B.V.$231K1
476Wingate Wealth Advisors, Inc.$228K1
477ELEVATION POINT WEALTH PARTNERS, LLC$228K1
478JACOBSON & SCHMITT ADVISORS, LLC$223K1
479COOPER/HAIMS ADVISORS, LLC$215K1
480Berbice Capital Management LLC$215K1
481Quantum Financial Advisors, LLC$209K1
482Archer Investment Corp$207K1
483Waverly Advisors, LLC$206K1
484Edgestream Partners, L.P.$203K1
485RITHOLTZ WEALTH MANAGEMENT$200K1
486ASSETMARK, INC$190K1
487USA FINANCIAL FORMULAS$190K1
488Cranbrook Wealth Management, LLC$186K1
489NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$179K1
490Geneos Wealth Management Inc.$179K1
491Smartleaf Asset Management LLC$163K1
492SITTNER & NELSON, LLC$143K1
493Kemnay Advisory Services Inc.$140K1
494Wellington Grp LLC$139K1
495Banque Cantonale Vaudoise$127K1
496Bayforest Capital Ltd$122K1
497MidFirst Bank$107K1
498LORD, ABBETT & CO. LLC$101K1
499MATHER GROUP, LLC.$97.0K1
500TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$96.6K1
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)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 WWD

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for WWD · financials and macro

Financials — as filed PLANNED

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