Public record / Tickers / WY

WY — WEYERHAEUSER CO

Both disclosure regimes on one name: who in Congress filed about WY, 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
64
all PTR rows naming WY
Members · 12m
2
1 buys · 3 sells · by trade date
Latest PTR
08-05
filed 2026-08-05
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

Thomas R. Suozzi · $50.0K–$100K

Sale · traded 2021-08-03 → filed 2021-09-23. Ranked over every WY row by the provable lower bound, never a point estimate.

2 members · 1 buys / 3 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

24 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

10 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. 10 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING WY · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning WY
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 2025-10-21 LATE·288d$1K–$15K
2026-08-05Julie Johnson D–TX-32Purchase · JT (jointly owned)Traded 2025-10-21 LATE·288d$1K–$15K
2025-11-14Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 10-22 +23d$1K–$15K
2025-10-21Thomas R. Suozzi D–NY-3SaleTraded 10-14 +7d$1K–$15K
2025-08-08Adam Smith D–WA-9Sale · SP (spouse-owned)Traded 08-08 +0d$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 64 ↗

Members active in WY

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing WY 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.
Julie Johnson D–TX-323−$29.0K to $13.0K4
Thomas R. Suozzi D–NY-31−$15.0K to −$1.0K2

2 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · WY

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

Congress · last 90 days

Buyers
1 Julie Johnson D–TX-32 $1K–$15K
Sellers
1 Julie Johnson D–TX-32 $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Trimming
0 $0 held

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

Merged timeline of congressional filings and notable-manager moves on WY
DateWhoChangeSize
2026-08-05Julie Johnson CongressSale$1K–$15K
2026-08-05Julie Johnson CongressPurchase$1K–$15K
2026-05-15Bridgewater Associates 13Fnew+317,012 sh
2026-05-15Gotham Asset Management 13Fadd+173,101 sh
2026-05-14Caxton Associates 13Fnew+13,865 sh
2026-05-01Markel Group 13Fnew+17,500 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 WY for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.6B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$1.5B1
3VANGUARD CAPITAL MANAGEMENT LLC$1.1B1
4First Eagle Investment Management, LLC$1.1B1
5WELLINGTON MANAGEMENT GROUP LLP$932M1
6STATE STREET CORP$811M1
7GEODE CAPITAL MANAGEMENT, LLC$505M1
8Legal & General Group Plc$318M1
9Invesco Ltd.$294M1
10Allspring Global Investments Holdings, LLC$263M1
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC$260M1
12NORTHERN TRUST CORP$213M1
13MORGAN STANLEY$190M1
14BANK OF AMERICA CORP /DE/$166M1
15ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$152M1
16FMR LLC$143M1
17Pictet Asset Management Holding SA$118M1
18Nuveen, LLC$112M1
19DEUTSCHE BANK AG\$108M1
20Freestone Grove Partners LP$101M1
21UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$101M1
22VANGUARD FIDUCIARY TRUST CO$99.1M1
23PRINCIPAL FINANCIAL GROUP INC$97.3M1
2459 North Capital Management, LP$89.6M1
25Vontobel Holding Ltd.$80.4M1
26SEI INVESTMENTS CO$71.3M1
27UBS Group AG$67.0M1
28Amundi$66.1M1
29Allianz Asset Management GmbH$63.0M1
30M&G Plc$62.1M1
31Daiwa Securities Group Inc.$60.7M1
32DAVENPORT & Co LLC$60.6M1
33CITADEL ADVISORS LLC$58.4M1
34FEDERATED HERMES, INC.$52.9M1
35Swiss National Bank$51.7M1
36ROYAL BANK OF CANADA$49.0M1
37Kopernik Global Investors, LLC$46.5M1
38RAYMOND JAMES FINANCIAL INC$45.7M1
39EDMOND DE ROTHSCHILD HOLDING S.A.$45.1M1
40MILLENNIUM MANAGEMENT LLC$40.9M1
41Mitsubishi UFJ Asset Management Co., Ltd.$39.5M1
42Vanguard Global Advisers, LLC$38.5M1
43Lansforsakringar Fondforvaltning AB (publ)$36.8M1
44HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$36.0M1
45Engineers Gate Manager LP$35.8M1
461832 Asset Management L.P.$35.7M1
47DEPRINCE RACE & ZOLLO INC$33.9M1
48TOCQUEVILLE ASSET MANAGEMENT L.P.$33.4M1
49HSBC HOLDINGS PLC$32.5M1
50RENAISSANCE TECHNOLOGIES LLC$32.0M1
51AQR CAPITAL MANAGEMENT LLC$32.0M1
52SCHRODER INVESTMENT MANAGEMENT GROUP$31.3M1
53JUPITER ASSET MANAGEMENT LTD$29.1M1
54WELLS FARGO & COMPANY/MN$29.0M1
55STOREBRAND ASSET MANAGEMENT AS$28.5M1
56VANGUARD ASSET MANAGEMENT, Ltd$28.0M1
57MANUFACTURERS LIFE INSURANCE COMPANY, THE$25.5M1
58CAMBIAR INVESTORS LLC$25.5M1
59BANK OF MONTREAL /CAN/$24.3M1
60EXCHANGE TRADED CONCEPTS, LLC$24.1M1
61ENVESTNET ASSET MANAGEMENT INC$24.0M1
62STIFEL FINANCIAL CORP$23.5M1
63Eurizon Capital SGR S.p.A.$23.4M1
64Aberdeen Group plc$22.2M1
65Swedbank AB$22.0M1
66ALLIANCEBERNSTEIN L.P.$21.8M1
67LPL Financial LLC$20.7M1
68FIRST TRUST ADVISORS LP$17.6M1
69STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$16.8M1
70CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$16.6M1
71Universal- Beteiligungs- und Servicegesellschaft mbH$16.3M1
72GRANDFIELD & DODD, LLC$15.5M1
73CITIGROUP INC$15.5M1
74Grantham, Mayo, Van Otterloo & Co. LLC$15.3M1
75AVIVA PLC$15.2M1
76STATE OF WISCONSIN INVESTMENT BOARD$15.0M1
77O'Keefe Stevens Advisory, Inc.$14.3M1
78Korea Investment CORP$14.3M1
79Parcion Private Wealth LLC$13.9M1
80NEW YORK STATE COMMON RETIREMENT FUND$13.7M1
81Robeco Institutional Asset Management B.V.$13.7M1
82Retirement Systems of Alabama$13.6M1
83US BANCORP \DE\$12.4M1
84Squarepoint Ops LLC$12.3M1
85DIMENSIONAL FUND ADVISORS LP$12.2M1
86NATIONAL BANK OF CANADA /FI/$12.2M1
87Tidal Investments LLC$12.0M1
88CIBC WORLD MARKET INC.$10.4M1
89KLP KAPITALFORVALTNING AS$10.1M1
90SKBA CAPITAL MANAGEMENT LLC$10.1M1
91MMCAP International Inc. SPC$10.1M1
92DnB Asset Management AS$9.4M1
93Mariner, LLC$9.4M1
94CIBC Bancorp USA Inc.$9.2M1
95AIA Group Ltd$9.1M1
96PRUDENTIAL FINANCIAL INC$8.9M1
97BALYASNY ASSET MANAGEMENT L.P.$8.8M1
98DE BURLO GROUP INC$8.8M1
99Chevy Chase Trust Holdings, LLC$8.8M1
100BNP Paribas Asset Management Holding S.A.$8.3M1
101Pekin Hardy Strauss, Inc.$8.2M1
102Vanguard Investments Australia, Ltd.$8.2M1
103Illinois Municipal Retirement Fund$8.2M1
104Bridgewater Associates, LP$7.7M1
105CREDIT AGRICOLE S A$7.6M1
106Asset Management One Co., Ltd.$7.6M1
107Danica Pension, Livsforsikringsaktieselskab$7.6M1
108TORONTO DOMINION BANK$7.4M1
109Tredje AP-fonden$7.4M1
110Lloyd Harbor Capital Management, LLC$7.3M1
111HighTower Advisors, LLC$7.1M1
112EASTERN BANK$7.1M1
113TD ASSET MANAGEMENT INC$7.0M1
114Quantinno Capital Management LP$6.9M1
115XPONANCE LLC$6.7M1
116BFSG, LLC$6.7M1
117L. Roy Papp & Associates, LLP$6.7M1
118OPPENHEIMER & CO INC$6.6M1
119BANK OF NOVA SCOTIA$6.6M1
120Clearbridge Investments, LLC$6.5M1
121NOMURA ASSET MANAGEMENT CO LTD$6.4M1
122NEOS Investment Management LLC$6.3M1
123FRANKLIN RESOURCES INC$6.1M1
124FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$6.1M1
125ROYAL LONDON ASSET MANAGEMENT LTD$6.0M1
126AMERICAN CENTURY COMPANIES INC$6.0M1
127Sarasin & Partners LLP$5.9M1
128M&T BANK CORP$5.8M1
129DANSKE BANK A/S$5.7M1
130State of New Jersey Common Pension Fund D$5.6M1
131Baugh & Associates, LLC$5.6M1
132D.A. DAVIDSON & CO.$5.5M1
133WESTWOOD HOLDINGS GROUP INC$5.5M1
134Baird Financial Group, Inc.$5.4M1
135Gotham Asset Management, LLC$5.4M1
136DUFF & PHELPS INVESTMENT MANAGEMENT CO$5.3M1
137Blume Capital Management, Inc.$5.3M1
138UniSuper Management Pty Ltd$5.2M1
139SFE Investment Counsel$5.1M1
140PUBLIC SECTOR PENSION INVESTMENT BOARD$5.0M1
141EVR Research LP$4.9M1
142Czech National Bank$4.8M1
143MACKENZIE FINANCIAL CORP$4.8M1
144Arizona State Retirement System$4.8M1
145Pinnacle Financial Partners, Inc.$4.8M1
146Zurcher Kantonalbank (Zurich Cantonalbank)$4.8M1
147Uncommon Cents Investing LLC$4.7M1
148HEITMAN REAL ESTATE SECURITIES LLC$4.7M1
149Atlas FRM LLC$4.6M1
150ProShare Advisors LLC$4.6M1
151Swiss Life Asset Management Ltd$4.6M1
152Summit Trail Advisors, LLC$4.6M1
153TWO SIGMA INVESTMENTS, LP$4.6M1
154Cetera Investment Advisers$4.4M1
155INTACT INVESTMENT MANAGEMENT INC.$4.4M1
156Cutler Capital Management, LLC$4.3M1
157CIBC Asset Management Inc$4.2M1
158CAISSE DES DEPOTS ET CONSIGNATIONS$4.2M1
159NATIXIS$4.2M1
160COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.1M1
161D. E. Shaw & Co., Inc.$4.0M1
162Northwest & Ethical Investments L.P.$4.0M1
163Cerity Partners LLC$3.9M1
164Oakum Bay Capital LLC$3.8M1
165BARINGS LLC$3.8M1
166Chesley Taft & Associates LLC$3.7M1
167Mirae Asset Global Investments Co., Ltd.$3.7M1
168USS Investment Management Ltd$3.5M1
169VOYA INVESTMENT MANAGEMENT LLC$3.5M1
170LONGFELLOW INVESTMENT MANAGEMENT CO LLC$3.3M1
171Baker Ellis Asset Management LLC$3.3M1
172NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$3.2M1
173SEB Asset Management AB$3.1M1
174CLIFFORD SWAN INVESTMENT COUNSEL LLC$3.0M1
175Metis Global Partners, LLC$3.0M1
176MONTAG A & ASSOCIATES INC$3.0M1
177CONTRARIAN CAPITAL MANAGEMENT, L.L.C.$2.9M1
178Bleakley Financial Group, LLC$2.9M1
179Corient Private Wealth LLC$2.9M1
180Utah Retirement Systems$2.9M1
181KLCM Advisors, Inc.$2.9M1
182Woodline Partners LP$2.8M1
183Connor, Clark & Lunn Investment Management Ltd.$2.8M1
184Resona Asset Management Co.,Ltd.$2.8M1
185Game Creek Capital, LP$2.7M1
186FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$2.7M1
187IFM Investors Pty Ltd$2.6M1
188Man Group plc$2.6M1
189Creative Planning$2.6M1
190Rakuten Investment Management, Inc.$2.6M1
191Janus Henderson Group Ltd.$2.6M1
192Northside Capital Management, LLC$2.5M1
193OSAIC HOLDINGS, INC.$2.5M1
194SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.4M1
195NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.4M1
196BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.4M1
197Ensign Peak Advisors, Inc$2.3M1
198WINDWARD CAPITAL MANAGEMENT CO /CA$2.3M1
199NISSAY ASSET MANAGEMENT CORP /JAPAN$2.3M1
200Prospera Financial Services Inc$2.3M1
201FLPUTNAM INVESTMENT MANAGEMENT CO$2.3M1
202Moors & Cabot, Inc.$2.2M1
203SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$2.2M1
204Orange Investment Advisors, Inc.$2.2M1
205NewEdge Advisors, LLC$2.2M1
206AZZAD ASSET MANAGEMENT INC /ADV$2.2M1
207Waverly Advisors, LLC$2.2M1
208Sumitomo Mitsui DS Asset Management Company, Ltd$2.1M1
209COMMONWEALTH EQUITY SERVICES, LLC$2.1M1
210Rockefeller Capital Management L.P.$2.1M1
211OPPENHEIMER ASSET MANAGEMENT INC.$2.1M1
212OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.0M1
213IMC-Chicago, LLC$2.0M1
214Sowell Financial Services LLC$2.0M1
215Robertson Stephens Wealth Management, LLC$2.0M1
216Empowered Funds, LLC$2.0M1
217BLAIR WILLIAM & CO/IL$2.0M1
218Larson Financial Group LLC$2.0M1
219WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.0M1
220Atria Investments, Inc$1.9M1
221Slocum, Gordon & Co LLP$1.9M1
222Groupe la Francaise$1.9M1
223OP Asset Management Ltd$1.9M1
224SHRIER WEALTH MANAGEMENT, LLC$1.8M1
225Comprehensive Money Management Services LLC$1.8M1
226NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.8M1
227MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.8M1
228Draper Asset Management, LLC$1.8M1
229Unison Advisors LLC$1.8M1
230BROWN ADVISORY INC$1.7M1
231MERCER GLOBAL ADVISORS INC /ADV$1.7M1
232Rafferty Asset Management, LLC$1.7M1
233FLAX POND CAPITAL, LLC$1.7M1
234American Assets Investment Management, LLC$1.7M1
235Vanguard Personalized Indexing Management, LLC$1.6M1
236MACQUARIE GROUP LTD$1.6M1
237Investment Management Corp of Ontario$1.6M1
238Granite Investment Partners, LLC$1.6M1
239Oak Thistle LLC$1.6M1
240IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.5M1
241Pathstone Holdings, LLC$1.5M1
242TRUIST FINANCIAL CORP$1.5M1
243180 WEALTH ADVISORS, LLC$1.5M1
244COMMERCE BANK$1.5M1
245Foresight Group Ltd Liability Partnership$1.4M1
246OFI INVEST ASSET MANAGEMENT$1.4M1
247Wealthfront Advisers LLC$1.4M1
248Kestra Advisory Services, LLC$1.4M1
249MARATHON CAPITAL MANAGEMENT$1.3M1
250Aviso Financial Inc.$1.3M1
251MERIDIAN INVESTMENT COUNSEL INC.$1.3M1
252Union Bancaire Privee, UBP SA$1.3M1
253Ethic Inc.$1.3M1
254AMERICAN ASSETS INC$1.2M1
255INTECH INVESTMENT MANAGEMENT LLC$1.2M1
256Sanctuary Advisors, LLC$1.2M1
257Hamrick Investment Counsel, llc$1.2M1
258Radnor Capital Management, LLC$1.2M1
259Kennondale Capital Management LLC$1.2M1
260SITTNER & NELSON, LLC$1.2M1
261Tower Research Capital LLC (TRC)$1.2M1
262ASSOCIATED BANC-CORP$1.2M1
263Wealth Care LLC$1.2M1
264BOOTHBAY FUND MANAGEMENT, LLC$1.2M1
265BENJAMIN EDWARDS INC$1.1M1
266Focus Partners Wealth$1.1M1
267DRW Securities, LLC$1.1M1
268National Pension Service$1.1M1
269Naviter Wealth, LLC$1.1M1
270Fideuram Asset Management (Ireland) dac$1.1M1
271MIZUHO SECURITIES USA LLC$1.1M1
272NORDEA INVESTMENT MANAGEMENT AB$1.1M1
273MGO ONE SEVEN LLC$1.0M1
274CWM, LLC$1.0M1
275OMERS ADMINISTRATION Corp$1.0M1
276KEYBANK NATIONAL ASSOCIATION/OH$1.0M1
277MAI Capital Management$1.0M1
278O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.0M1
279MEYER HANDELMAN CO$1.0M1
280Crossmark Global Holdings, Inc.$991K1
281Cresset Asset Management, LLC$984K1
282FIFTH THIRD BANCORP$955K1
283FOX RUN MANAGEMENT, L.L.C.$951K1
284Steward Partners Investment Advisory, LLC$949K1
285WOODMONT INVESTMENT COUNSEL LLC$934K1
286COLDSTREAM CAPITAL MANAGEMENT INC$922K1
287DoubleLine ETF Adviser LP$920K1
288Norinchukin Bank, The$918K1
289INDEPENDENT FINANCIAL GROUP, LLC$918K1
290Van Cleef Asset Management,Inc$916K1
291&PARTNERS$904K1
292Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$901K1
293Beacon Pointe Advisors, LLC$897K1
294First Heartland Consultants, Inc.$896K1
295MAIRS & POWER INC$882K1
296MML INVESTORS SERVICES, LLC$875K1
297Maryland State Retirement & Pension System$873K1
298Allworth Financial LP$867K1
299TOKIO MARINE ASSET MANAGEMENT CO LTD$859K1
300QUADRANT CAPITAL GROUP LLC$853K1
301Sequoia Financial Advisors, LLC$845K1
302BECKER CAPITAL MANAGEMENT INC$825K1
303Bridgefront Capital, LLC$818K1
304STEPHENS INC /AR/$813K1
305Twin Tree Management, LP$810K1
306Cambria Investment Management, L.P.$805K1
307Alesco Advisors, LLC, An ESL Co$791K1
308Summit Financial, LLC$789K1
309ABN AMRO INVESTMENT SOLUTIONS$788K1
310HB Wealth Management, LLC$784K1
311Cascade Investment Advisors, Inc.$767K1
312Patten Group, Inc.$758K1
313Federation des caisses Desjardins du Quebec$747K1
314ARBOR CAPITAL MANAGEMENT INC /ADV$741K1
315Steadtrust LLC$735K1
316Vident Advisory, LLC$731K1
317MUFG Securities EMEA plc$723K1
318HOWLAND CAPITAL MANAGEMENT LLC$720K1
319FIDUCIARY TRUST CO$697K1
320Assenagon Asset Management S.A.$689K1
321Verition Fund Management LLC$681K1
322Dorsey & Whitney Trust CO LLC$676K1
323CoreCommodity Management, LLC$674K1
324MONTGOMERY INVESTMENT MANAGEMENT INC$669K1
325Private Advisor Group, LLC$657K1
326Dai-ichi Life Insurance Company, Ltd$653K1
327Saudi Central Bank$650K1
328Mirador Capital Partners LP$644K1
329Lansing Street Advisors$640K1
330Choate Investment Advisors$639K1
331U.S. Capital Wealth Advisors, LLC$636K1
332EVOLVE PRIVATE WEALTH, LLC$633K1
333LDR Capital Management LLC$632K1
334Recurrent Investment Advisors LLC$614K1
335CHATHAM CAPITAL GROUP, INC.$614K1
336HANCOCK WHITNEY CORP$613K1
337WEALTH EFFECTS LLC$611K1
338Greenfield Seitz Capital Management, LLC$610K1
339GROUP ONE TRADING LLC$599K1
340Biltmore Wealth Management, LLC$597K1
341Frec Markets, Inc.$595K1
342Edgemoor Investment Advisors, Inc.$595K1
343Register Financial Advisors LLC$586K1
344GC Wealth Management RIA, LLC$581K1
345NOMURA HOLDINGS INC$575K1
346PINNACLE ASSOCIATES LTD$569K1
347GeoWealth Management, LLC$569K1
348UNITED CAPITAL FINANCIAL ADVISORS, LLC$568K1
349NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$563K1
350E. Ohman J:or Asset Management AB$559K1
351Pallas Capital Advisors LLC$559K1
352BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$559K1
353B. Metzler seel. Sohn & Co. AG$557K1
354Wilmington Savings Fund Society, FSB$550K1
355UMB Bank, n.a.$545K1
356World Investment Advisors$542K1
357PEAK6 LLC$529K1
358PRUDENTIAL PLC$527K1
359SYNTAX RESEARCH, INC.$526K1
360GUYASUTA INVESTMENT ADVISORS INC$522K1
361Congress Park Capital LLC$519K1
362DIVERSIFY WEALTH MANAGEMENT, LLC$516K1
363North Dakota State Investment Board$512K1
364Bryn Mawr Trust Advisors, LLC$509K1
365TSP Capital Management Group, LLC$508K1
366KILEY JUERGENS WEALTH MANAGEMENT, LLC$504K1
367CI INVESTMENTS INC.$504K1
368QRG CAPITAL MANAGEMENT, INC.$494K1
369MQS Management LLC$492K1
370Murphy Pohlad Asset Management LLC$491K1
371Manchester Capital Management LLC$482K1
372SECURIAN ASSET MANAGEMENT, INC$476K1
373First Pacific Financial$470K1
374MISSION WEALTH MANAGEMENT, LP$469K1
375ANCHYRA PARTNERS LLC$468K1
376GatePass Capital, LLC$467K1
377IFS Group,LLC$456K1
378Curat Global, LLC$453K1
379Texas Yale Capital Corp.$453K1
380Values First Advisors, Inc.$442K1
381Freestone Capital Holdings, LLC$442K1
382GTS SECURITIES LLC$441K1
383Town & Country Bank & Trust CO dba First Bankers Trust CO$437K1
384PATTEN & PATTEN INC/TN$436K1
385PARSONS CAPITAL MANAGEMENT INC/RI$431K1
386GLENMEDE TRUST CO NA$429K1
387MARKEL GROUP INC.$428K1
388DELTA ASSET MANAGEMENT LLC/TN$427K1
389Grove Bank & Trust$425K1
390Larry Mathis Financial Planning, LLC$419K1
391CENTRAL TRUST Co$415K1
392NTV ASSET MANAGEMENT LLC$410K1
393Snowden Capital Advisors LLC$407K1
394Wealthspire Advisors, LLC$402K1
395BALDWIN WEALTH PARTNERS LLC/MA$399K1
396Merit Financial Group, LLC$398K1
397AlphaCore Capital LLC$386K1
398NCM Capital Management, LLC$384K1
399Avior Wealth Management, LLC$381K1
400North Forty Two & Co.$379K1
401Hilltop Holdings Inc.$356K1
402Diversify Advisory Services, LLC$352K1
403Alpha Omega Wealth Management LLC$344K1
404CAXTON ASSOCIATES LLP$339K1
405FULLER & THALER ASSET MANAGEMENT, INC.$338K1
406Geneos Wealth Management Inc.$337K1
407Pine Valley Investments Ltd Liability Co$335K1
408GUGGENHEIM CAPITAL LLC$335K1
409COURIER CAPITAL LLC$327K1
410REGIONS FINANCIAL CORP$327K1
411TRUE Private Wealth Advisors$321K1
412BEACON INVESTMENT ADVISORS LLC$320K1
413Badgley Phelps Wealth Managers, LLC$316K1
414Peregrine Asset Advisers, Inc.$315K1
415Mystic Asset Management, Inc.$312K1
416TEMA ETFS LLC$310K1
417Marble Harbor Investment Counsel, LLC$305K1
418Institute for Wealth Management, LLC.$304K1
419Diversified Investment Strategies, LLC$304K1
420Vivaldi Capital Management LP$292K1
421Venture Visionary Partners LLC$291K1
422CIDEL ASSET MANAGEMENT INC$291K1
423NovaPoint Capital, LLC$289K1
424Resurgent Financial Advisors LLC$278K1
425Peak Asset Management, LLC$275K1
426KEYNOTE FINANCIAL SERVICES LLC$271K1
427XML Financial, LLC$271K1
428LEVEL FOUR ADVISORY SERVICES, LLC$271K1
429PATTON FUND MANAGEMENT, INC.$270K1
430KAVAR CAPITAL PARTNERS GROUP, LLC$268K1
431TEACHER RETIREMENT SYSTEM OF TEXAS$264K1
432Pine Haven Investment Counsel, Inc$253K1
433HORIZON KINETICS ASSET MANAGEMENT LLC$253K1
434CHILTON CAPITAL MANAGEMENT LLC$244K1
435WINEBRENNER CAPITAL MANAGEMENT LLC$244K1
436Siemens Fonds Invest GmbH$243K1
437Apollon Wealth Management, LLC$243K1
438Sigma Planning Corp$241K1
439CAPITAL ADVISORS INC/OK$241K1
440BUCKHEAD CAPITAL MANAGEMENT LLC$238K1
441Focus Partners Advisor Solutions, LLC$237K1
442Worth Venture Partners, LLC$237K1
443Avanza Fonder AB$234K1
444Cassaday & Co Wealth Management LLC$234K1
445PROFUND ADVISORS LLC$233K1
446Telos Capital Management, Inc.$232K1
447Cordoba Advisory Partners LLC$230K1
448Arax Advisory Partners$229K1
449AE Wealth Management LLC$229K1
450Wealthcare Advisory Partners LLC$228K1
451Savant Capital, LLC$226K1
452Keudell/Morrison Wealth Management$225K1
453Blue Trust, Inc.$225K1
454Asset One Wealth Management LLC$224K1
455BLB&B Advisors, LLC$223K1
456Envestnet Portfolio Solutions, Inc.$222K1
457CHICAGO TRUST Co NA$222K1
458EVERGREEN CAPITAL MANAGEMENT LLC$218K1
459TWO SIGMA SECURITIES, LLC$216K1
460Everhart Financial Group, Inc.$212K1
461Wiser Wealth Management, Inc$211K1
462MOODY NATIONAL BANK TRUST DIVISION$210K1
463TMB Capital Partners, LLC$206K1
464Virtus Investment Advisers, LLC$199K1
465Cetera Trust Company, N.A$198K1
466Prestige Wealth Management Group LLC$183K1
467VIEWPOINT INVESTMENT PARTNERS CORP$181K1
468Generali Investments Towarzystwo Funduszy Inwestycyjnych$171K1
469HM PAYSON & CO$170K1
470Caldwell Trust Co$167K1
471Hilltop National Bank$157K1
472Kentucky Trust Co$143K1
473SIGNATUREFD, LLC$138K1
474FIL Ltd$132K1
475WESTPAC BANKING CORP$127K1
476Hartford Financial Management Inc.$127K1
477Vermillion Wealth Management, Inc.$122K1
478Banque Transatlantique SA$120K1
479MATHER GROUP, LLC.$118K1
480Community Financial Services Group, LLC$115K1
481INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$114K1
482Missouri Trust & Investment Co$113K1
483B. Riley Wealth Advisors, Inc.$109K1
484Clearstead Advisors, LLC$101K1
485TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$100K1
486Deseret Mutual Benefit Administrators$97.8K1
487Smartleaf Asset Management LLC$97.5K1
488Quarry LP$96.1K1
489Parkside Financial Bank & Trust$95.7K1
490Atlantic Union Bankshares Corp$90.6K1
491ASSETMARK, INC$89.2K1
492North Ridge Wealth Advisors, Inc.$88.9K1
493Spire Wealth Management$86.5K1
494Kimelman & Baird, LLC$83.4K1
495Hickory Point Bank & Trust$83.0K1
496Advisors Asset Management, Inc.$69.2K1
497Eurizon SLJ Capital Ltd$66.3K1
498SHP Wealth Management$66.2K1
499SALEM INVESTMENT COUNSELORS INC$63.9K1
500Addison Advisors LLC$59.1K1
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)1 buy / 3 sell
Congress net ($ bound)−$44.0K to $12.0K
Filers net (actions)not in build
Filers net ($ 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 WY

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for WY · financials and macro

Financials — as filed PLANNED

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