Public record / Tickers / XYZ

XYZ — Block, Inc.

Both disclosure regimes on one name: who in Congress filed about XYZ, 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 XYZ
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
06-22
filed 2025-06-22
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

Jefferson Shreve · $50.0K–$100K

Purchase · traded 2025-03-31 → filed 2025-04-11. Ranked over every XYZ row by the provable lower bound, never a point estimate.

No member disclosed XYZ 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

6 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. 6 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING XYZ · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning XYZ
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-06-22Jefferson Shreve R–IN-6SaleTraded 05-08 +45d$15K–$50K
2025-05-08Jefferson Shreve R–IN-6Sale · partial (partial sale)Traded 04-11 +27d$15K–$50K
2025-04-11Jefferson Shreve R–IN-6PurchaseTraded 03-31 +11d$50K–$100K
2025-03-09Jefferson Shreve R–IN-6SaleTraded 02-24 +13d$15K–$50K
2025-03-06Josh Gottheimer D–NJ-5Sale · JT (jointly owned)Traded 02-27 +7d$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 XYZ

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

No member disclosed XYZ in the trailing 12 months.

Congress ↔ notable managers · XYZ

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 · BLOCK INC

Merged timeline of congressional filings and notable-manager moves on XYZ
DateWhoChangeSize
2026-05-15Glenview Capital 13Fadd+512,978 sh
2026-05-15Gotham Asset Management 13Fadd+57,482 sh
2026-05-15Tiger Global Management 13Ftrim−2,364,840 sh
2026-05-15Bridgewater Associates 13Ftrim−1,189,450 sh
2026-05-15Moore Capital Management 13Fexit−502,560 sh

5 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 XYZ for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.5B1
2VANGUARD CAPITAL MANAGEMENT LLC$2.1B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$1.5B1
4STATE STREET CORP$1.4B1
5Capital World Investors$1.2B1
6MORGAN STANLEY$956M1
7GEODE CAPITAL MANAGEMENT, LLC$882M1
8Point72 Asset Management, L.P.$379M1
9CITADEL ADVISORS LLC$378M1
10BANK OF AMERICA CORP /DE/$364M1
11Invesco Ltd.$332M1
12SANDS CAPITAL MANAGEMENT, LLC$332M1
13NORTHERN TRUST CORP$284M1
14Contour Asset Management LLC$273M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$265M1
16TIGER GLOBAL MANAGEMENT LLC$241M1
17PointState Capital LP$239M1
18WELLINGTON MANAGEMENT GROUP LLP$237M1
19UBS Group AG$216M1
20Legal & General Group Plc$208M1
21ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$199M1
22Carmignac Gestion$195M1
23FMR LLC$192M1
24DIMENSIONAL FUND ADVISORS LP$189M1
25VANGUARD FIDUCIARY TRUST CO$187M1
26Dragoneer Investment Group, LLC$176M1
27UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$173M1
28Bank of New York Mellon Corp$168M1
29Hyperion Asset Management Ltd$151M1
30Evergreen Quality Fund GP, Ltd.$113M1
31Clearbridge Investments, LLC$110M1
32Swiss National Bank$96.7M1
33FIL Ltd$94.3M1
34DEUTSCHE BANK AG\$94.2M1
35Amundi$88.7M1
36Nuveen, LLC$87.5M1
37Ribbit Management Company, LLC$86.1M1
38ROYAL BANK OF CANADA$84.1M1
39GLENVIEW CAPITAL MANAGEMENT, LLC$82.1M1
40Mitsubishi UFJ Asset Management Co., Ltd.$74.5M1
41Vanguard Global Advisers, LLC$72.5M1
42Quantinno Capital Management LP$65.1M1
43HSBC HOLDINGS PLC$63.7M1
44a16z Capital Management, L.L.C.$61.2M1
45SC US (TTGP), LTD.$59.6M1
46CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$57.4M1
47National Pension Service$57.1M1
48CITIGROUP INC$54.7M1
49SUMITOMO MITSUI FINANCIAL GROUP, INC.$54.6M1
50AMERICAN CENTURY COMPANIES INC$53.1M1
51VANGUARD ASSET MANAGEMENT, Ltd$52.5M1
52Danica Pension, Livsforsikringsaktieselskab$52.3M1
53WELLS FARGO & COMPANY/MN$47.3M1
54BNP Paribas Asset Management Holding S.A.$45.3M1
55CANADA PENSION PLAN INVESTMENT BOARD$44.8M1
56Meridiem Capital Partners LP$44.0M1
57Azora Capital LP$41.8M1
58RAYMOND JAMES FINANCIAL INC$40.8M1
59Schonfeld Strategic Advisors LLC$40.5M1
60PRINCIPAL FINANCIAL GROUP INC$38.4M1
61MACKENZIE FINANCIAL CORP$38.4M1
62ALLIANCEBERNSTEIN L.P.$36.6M1
63Rockefeller Capital Management L.P.$36.6M1
64Woodson Capital Management, LP$34.9M1
65PANAGORA ASSET MANAGEMENT INC$33.9M1
66Nan Shan Life Insurance Co., Ltd.$33.3M1
67PFA Pension, Forsikringsaktieselskab$33.2M1
68FIRST TRUST ADVISORS LP$29.7M1
69Tidal Investments LLC$29.7M1
70ADAGE CAPITAL PARTNERS GP, L.L.C.$29.2M1
71STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$28.3M1
72LPL Financial LLC$27.1M1
73Robeco Institutional Asset Management B.V.$26.9M1
74SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$26.6M1
75Connor, Clark & Lunn Investment Management Ltd.$26.5M1
76AVIVA PLC$25.3M1
77Ilex Capital Partners (UK) LLP$25.3M1
78TD ASSET MANAGEMENT INC$24.9M1
79Aberdeen Group plc$24.9M1
80Cerity Partners LLC$24.7M1
81SEI INVESTMENTS CO$23.7M1
82Zurcher Kantonalbank (Zurich Cantonalbank)$23.1M1
83BANK OF MONTREAL /CAN/$21.9M1
84Gotham Asset Management, LLC$21.6M1
85FRANKLIN RESOURCES INC$20.3M1
86NORDEA INVESTMENT MANAGEMENT AB$19.9M1
87NATIONAL BANK OF CANADA /FI/$18.9M1
88Universal- Beteiligungs- und Servicegesellschaft mbH$18.8M1
89STATE OF WISCONSIN INVESTMENT BOARD$17.8M1
90DANSKE BANK A/S$17.8M1
91MANUFACTURERS LIFE INSURANCE COMPANY, THE$17.5M1
92Quinn Opportunity Partners LLC$17.4M1
93Korea Investment CORP$17.2M1
94STATE OF MICHIGAN RETIREMENT SYSTEM$17.1M1
95MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$16.5M1
96Vanguard Investments Australia, Ltd.$16.3M1
97Chevy Chase Trust Holdings, LLC$16.3M1
98ROYAL LONDON ASSET MANAGEMENT LTD$16.1M1
99PRUDENTIAL FINANCIAL INC$15.9M1
100SUSQUEHANNA INTERNATIONAL GROUP, LLP$15.2M1
101Ardmore Road Asset Management LP$14.8M1
102ENVESTNET ASSET MANAGEMENT INC$14.8M1
103APG Asset Management N.V.$14.5M1
104OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$14.4M1
105VOYA INVESTMENT MANAGEMENT LLC$14.1M1
106Pictet Asset Management Holding SA$13.8M1
107Asset Management One Co., Ltd.$13.8M1
108VOLORIDGE INVESTMENT MANAGEMENT, LLC$13.5M1
109TORONTO DOMINION BANK$13.2M1
110BOURGEON CAPITAL MANAGEMENT LLC$13.2M1
111MASSACHUSETTS FINANCIAL SERVICES CO /MA/$13.0M1
112BLAIR WILLIAM & CO/IL$12.9M1
113KLP KAPITALFORVALTNING AS$12.8M1
114DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$12.8M1
115Freestone Grove Partners LP$12.6M1
116Beacon Pointe Advisors, LLC$12.4M1
117Assenagon Asset Management S.A.$11.9M1
118NOMURA ASSET MANAGEMENT CO LTD$11.8M1
119MILLENNIUM MANAGEMENT LLC$11.7M1
120Tredje AP-fonden$11.6M1
121State of New Jersey Common Pension Fund D$11.5M1
122Cresset Asset Management, LLC$11.4M1
123Advisors Asset Management, Inc.$11.1M1
124Centiva Capital, LP$10.8M1
125Mawer Investment Management Ltd.$10.7M1
126Zurich Insurance Group Ltd/FI$10.6M1
127Lansforsakringar Fondforvaltning AB (publ)$10.5M1
128Resona Asset Management Co.,Ltd.$10.0M1
129BAMCO INC /NY/$10.0M1
130Mitsubishi UFJ Trust & Banking Corp$9.8M1
131Mirae Asset Global Investments Co., Ltd.$9.8M1
132Ensign Peak Advisors, Inc$9.6M1
133CIBC WORLD MARKET INC.$9.3M1
134Maytus Capital Management, LLC$9.2M1
135FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$9.2M1
136Corient Private Wealth LLC$9.1M1
137Varma Mutual Pension Insurance Co$9.0M1
138Andra AP-fonden$9.0M1
139Czech National Bank$9.0M1
140Arizona State Retirement System$9.0M1
141Rafferty Asset Management, LLC$8.6M1
142IQ EQ FUND MANAGEMENT (IRELAND) Ltd$8.5M1
143Bridgewater Associates, LP$8.5M1
144Creative Planning$8.4M1
145Ausdal Financial Partners, Inc.$8.3M1
146STOREBRAND ASSET MANAGEMENT AS$8.2M1
147FRONTIER CAPITAL MANAGEMENT CO LLC$7.9M1
148CIBC Asset Management Inc$7.9M1
149SCHRODER INVESTMENT MANAGEMENT GROUP$7.8M1
150COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$7.7M1
151BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$7.6M1
152Whetstone Capital Advisors, LLC$7.5M1
153Vontobel Holding Ltd.$7.4M1
154Avory & Company, LLC$7.4M1
155CIBC Bancorp USA Inc.$7.3M1
156NOMURA HOLDINGS INC$7.1M1
157TRUIST FINANCIAL CORP$7.1M1
158Harvest Portfolios Group Inc.$7.1M1
159Retirement Systems of Alabama$7.0M1
160SEB Asset Management AB$6.9M1
161Pathstone Holdings, LLC$6.9M1
162XPONANCE LLC$6.9M1
163SORA INVESTORS LLC$6.9M1
164DnB Asset Management AS$6.8M1
165US BANCORP \DE\$6.8M1
166ProShare Advisors LLC$6.7M1
167OFI INVEST ASSET MANAGEMENT$6.5M1
168Moran Wealth Management, LLC$6.5M1
169QRG CAPITAL MANAGEMENT, INC.$6.5M1
170Woodline Partners LP$6.5M1
171Man Group plc$6.4M1
172IFM Investors Pty Ltd$6.4M1
173Federation des caisses Desjardins du Quebec$6.4M1
174EXCHANGE TRADED CONCEPTS, LLC$6.3M1
175Sicart Associates LLC$6.3M1
176Lane Generational LLC$6.3M1
177Groupe la Francaise$6.3M1
178JANE STREET GROUP, LLC$6.2M1
179STIFEL FINANCIAL CORP$6.2M1
180AQR CAPITAL MANAGEMENT LLC$6.1M1
181Cetera Investment Advisers$6.1M1
182Vident Advisory, LLC$6.0M1
183USS Investment Management Ltd$5.9M1
184PUBLIC SECTOR PENSION INVESTMENT BOARD$5.9M1
185Marex Group Ltd$5.8M1
186GROUP ONE TRADING LLC$5.7M1
187Daiwa Securities Group Inc.$5.6M1
188CREDIT AGRICOLE S A$5.6M1
189Interval Partners, LP$5.4M1
190SWS Partners$5.3M1
191Utah Retirement Systems$5.2M1
192Empowered Funds, LLC$5.1M1
193CastleKnight Management LP$5.0M1
194Delta Global Management LP$4.9M1
195ION Fund Management Ltd$4.8M1
196NEOS Investment Management LLC$4.7M1
197Sanctuary Advisors, LLC$4.7M1
198ALLIANZ SE$4.6M1
199Wealthfront Advisers LLC$4.6M1
200Rakuten Investment Management, Inc.$4.6M1
201Sumitomo Mitsui DS Asset Management Company, Ltd$4.6M1
202O'SHAUGHNESSY ASSET MANAGEMENT, LLC$4.6M1
203NEW YORK LIFE INVESTMENT MANAGEMENT LLC$4.6M1
204OSAIC HOLDINGS, INC.$4.5M1
205BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$4.5M1
206XTX Topco Ltd$4.4M1
207IMC-Chicago, LLC$4.4M1
208Quadrature Capital Ltd$4.4M1
209D. E. Shaw & Co., Inc.$4.4M1
210FIFTH THIRD BANCORP$4.3M1
211NISSAY ASSET MANAGEMENT CORP /JAPAN$4.2M1
212TWO SIGMA INVESTMENTS, LP$4.1M1
213BANK OF NOVA SCOTIA$4.0M1
214Insight Wealth Strategies, LLC$4.0M1
215San Luis Wealth Advisors LLC$4.0M1
216Eurizon Capital SGR S.p.A.$3.9M1
217Janus Henderson Group Ltd.$3.9M1
218COMMONWEALTH EQUITY SERVICES, LLC$3.8M1
219OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.8M1
220Gator Capital Management, LLC$3.6M1
221WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.6M1
222MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.5M1
223Focus Partners Wealth$3.5M1
224Vanguard Personalized Indexing Management, LLC$3.4M1
225OP Asset Management Ltd$3.4M1
226HighTower Advisors, LLC$3.4M1
227Optas, LLC$3.4M1
228Game Creek Capital, LP$3.3M1
229UniSuper Management Pty Ltd$3.3M1
230Swiss Life Asset Management Ltd$3.3M1
231SPIREPOINT PRIVATE CLIENT, LLC$3.2M1
232Vestmark Advisory Solutions, Inc.$3.1M1
233MERCER GLOBAL ADVISORS INC /ADV$3.1M1
234Alight Capital Management LP$3.0M1
235M&T BANK CORP$2.9M1
236Palidye Holdings (Caymans) Ltd$2.9M1
237Kestra Advisory Services, LLC$2.8M1
238ABN AMRO INVESTMENT SOLUTIONS$2.8M1
239ASR Vermogensbeheer N.V.$2.8M1
240Holocene Advisors, LP$2.8M1
241MACQUARIE GROUP LTD$2.7M1
242MML INVESTORS SERVICES, LLC$2.7M1
243GC Wealth Management RIA, LLC$2.7M1
244INVESTMENT HOUSE LLC$2.7M1
245J. Stern & Co. LLP$2.6M1
246IEQ CAPITAL, LLC$2.6M1
247Fisher Funds Management LTD$2.5M1
248Osmosis Investment Management UK Ltd$2.5M1
249Accurate Wealth Management, LLC$2.5M1
250Banco Santander, S.A.$2.5M1
251Proem Advisors LLC$2.4M1
252Investment Management Corp of Ontario$2.4M1
253GFG Capital, LLC$2.2M1
254STEPHENS INC /AR/$2.2M1
255PALISADE CAPITAL MANAGEMENT, LP$2.2M1
256TOCQUEVILLE ASSET MANAGEMENT L.P.$2.2M1
257Future Fund LLC$2.1M1
258Frec Markets, Inc.$2.1M1
259Sone Capital Management, LLC$2.1M1
260Yoder Wealth Management, Inc.$2.1M1
261Candriam S.C.A.$2.1M1
262HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$2.1M1
263Norinchukin Bank, The$2.1M1
264Swedbank AB$2.0M1
265EP Wealth Advisors, LLC$2.0M1
266Illinois Municipal Retirement Fund$2.0M1
267MIZUHO SECURITIES USA LLC$2.0M1
268Summit Trail Advisors, LLC$2.0M1
269Graham Capital Management, L.P.$2.0M1
270Laurion Capital Management LP$2.0M1
271OMERS ADMINISTRATION Corp$2.0M1
272Leonteq Securities AG$2.0M1
273Allianz Asset Management GmbH$1.9M1
274Atria Investments, Inc$1.9M1
275Lido Advisors, LLC$1.9M1
276SummitTX Capital, L.P.$1.9M1
277Y-Intercept (Hong Kong) Ltd$1.9M1
278Martin Capital Advisors, LLP$1.9M1
279Third View Private Wealth, LLC$1.8M1
280Jain Global LLC$1.7M1
281Alamar Capital Management, LLC$1.7M1
282Baird Financial Group, Inc.$1.7M1
283GUGGENHEIM CAPITAL LLC$1.7M1
284Allspring Global Investments Holdings, LLC$1.7M1
285Maryland State Retirement & Pension System$1.6M1
286Walleye Capital LLC$1.6M1
287NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.6M1
288Royal Fund Management, LLC$1.6M1
289LBP AM SA$1.5M1
290ING GROEP NV$1.5M1
291SHELTON CAPITAL MANAGEMENT$1.5M1
292INTECH INVESTMENT MANAGEMENT LLC$1.5M1
293Concurrent Investment Advisors, LLC$1.4M1
294LGT Group Foundation$1.4M1
295TOKIO MARINE ASSET MANAGEMENT CO LTD$1.4M1
296Keeler Thomas Management LLC$1.4M1
297Weinberger Asset Management, Inc$1.4M1
298MUFG Securities EMEA plc$1.4M1
299Private Advisor Group, LLC$1.3M1
300INSIGNEO ADVISORY SERVICES, LLC$1.3M1
301Odyssean, LLC$1.3M1
302Evanson Asset Management, LLC$1.3M1
303Engineers Gate Manager LP$1.3M1
304Chicago Capital, LLC$1.2M1
305Steward Partners Investment Advisory, LLC$1.2M1
306U.S. Capital Wealth Advisors, LLC$1.2M1
307&PARTNERS$1.2M1
308QUADRANT CAPITAL GROUP LLC$1.2M1
309CAPSTONE INVESTMENT ADVISORS, LLC$1.1M1
310B. Metzler seel. Sohn & Co. AG$1.1M1
311NWAM LLC$1.1M1
312New Age Alpha Advisors, LLC$1.1M1
313OLD MISSION CAPITAL LLC$1.1M1
314NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.1M1
315Parallax Volatility Advisers, L.P.$1.1M1
316KESTRA PRIVATE WEALTH SERVICES, LLC$1.1M1
317Dai-ichi Life Insurance Company, Ltd$1.0M1
318Metis Global Partners, LLC$1.0M1
319Twin Tree Management, LP$966K1
320HB Wealth Management, LLC$962K1
321UNITED CAPITAL FINANCIAL ADVISORS, LLC$958K1
322North Dakota State Investment Board$930K1
323Institute for Wealth Management, LLC.$920K1
324Eurizon Asset Management Hungary Ltd.$903K1
325Sequoia Financial Advisors, LLC$901K1
326Sepio Capital, LP$901K1
327JT Stratford LLC$897K1
328SECURIAN ASSET MANAGEMENT, INC$890K1
329Aaron Wealth Advisors LLC$887K1
330Compound Planning, Inc.$883K1
331Squarepoint Ops LLC$876K1
332Blueshift Asset Management, LLC$868K1
333DAG Ventures, LLC$868K1
334CANTOR FITZGERALD, L. P.$855K1
335Oak Thistle LLC$853K1
336GARRISON POINT ADVISORS, LLC$851K1
337PRINCIPAL SECURITIES, INC.$817K1
338Keel Point, LLC$805K1
339Perigon Wealth Management, LLC$802K1
340Finivi Inc.$798K1
341GTS SECURITIES LLC$786K1
342LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$780K1
343INCEPTIONR LLC$779K1
344SILVER OAK SECURITIES, INCORPORATED$756K1
345Torrey Growth & Income Advisors$755K1
346Walleye Trading LLC$741K1
347GREAT VALLEY ADVISOR GROUP, INC.$731K1
348OPPENHEIMER & CO INC$726K1
349Grantham, Mayo, Van Otterloo & Co. LLC$726K1
350Integrated Quantitative Investments LLC$714K1
351ALPS ADVISORS INC$707K1
352Siemens Fonds Invest GmbH$695K1
353Bank Julius Baer & Co. Ltd, Zurich$690K1
354Crossmark Global Holdings, Inc.$686K1
355Clear Street Group Inc.$672K1
356Lombard Odier Asset Management (Switzerland) SA$665K1
357BENJAMIN EDWARDS INC$663K1
358Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$662K1
359EDMOND DE ROTHSCHILD HOLDING S.A.$650K1
360Aviance Capital Partners, LLC$625K1
361NewEdge Wealth, LLC$624K1
362Intellectus Partners, LLC$623K1
363Dynasty Wealth Management, LLC$622K1
364TEMA ETFS LLC$621K1
365NewEdge Advisors, LLC$618K1
366Kazazian Asset Management, LLC$612K1
367Avanza Fonder AB$611K1
368Clear Harbor Asset Management, LLC$608K1
369Apollon Wealth Management, LLC$606K1
370Gibbs Wealth Management$592K1
371MIRABELLA FINANCIAL SERVICES LLP$589K1
372AE Wealth Management LLC$583K1
373SIGNATUREFD, LLC$577K1
374Equitable Holdings, Inc.$557K1
375CWM, LLC$547K1
376Portside Wealth Group, LLC$545K1
377Compagnie Lombard Odier SCmA$535K1
378TD Waterhouse Canada Inc.$535K1
379EVERGREEN CAPITAL MANAGEMENT LLC$530K1
380PRUDENTIAL PLC$524K1
381Spark Investment Management LLC$524K1
382HARRELL INVESTMENT PARTNERS, LLC$520K1
383180 WEALTH ADVISORS, LLC$515K1
384PFG Investments, LLC$514K1
385ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$505K1
386INDEPENDENT FINANCIAL GROUP, LLC$502K1
387Inscription Capital, LLC$500K1
388CHOREO, LLC$499K1
389Circle Wealth Management, LLC$497K1
390MGO ONE SEVEN LLC$496K1
391TEACHER RETIREMENT SYSTEM OF TEXAS$495K1
392BALYASNY ASSET MANAGEMENT L.P.$492K1
393GATEWAY INVESTMENT ADVISERS LLC$489K1
394Vise Technologies, Inc.$484K1
395Carson Advisory Inc.$484K1
396FLC Capital Advisors$478K1
397Cache Advisors, LLC$471K1
398Wedmont Private Capital$468K1
399Balboa Wealth Partners$461K1
400Frank, Rimerman Advisors LLC$460K1
401Savant Capital, LLC$449K1
402Fideuram Asset Management (Ireland) dac$447K1
403BANQUE PICTET & CIE SA$445K1
404Laird Norton Wetherby Trust Company, LLC$442K1
405Knollwood Investment Advisory, LLC$440K1
406PEAK6 LLC$439K1
407Geneos Wealth Management Inc.$428K1
408Alphadyne Asset Management LP$428K1
409COLDSTREAM CAPITAL MANAGEMENT INC$423K1
410Merit Financial Group, LLC$421K1
411HENNESSY ADVISORS INC$421K1
412Fearless Solutions, LLC dba Best Invest$420K1
413Ascentis Independent Advisors$418K1
414TWO SIGMA SECURITIES, LLC$408K1
415Wealthspire Advisors, LLC$408K1
416Chicago Partners Investment Group LLC$406K1
417NorthRock Partners, LLC$404K1
418United Advisor Group, LLC$402K1
419Wellington Grp LLC$399K1
420Callan Family Office, LLC$398K1
421PRELUDE CAPITAL MANAGEMENT, LLC$395K1
422Impact Partnership Wealth, LLC$395K1
423DOLIVER ADVISORS, LP$389K1
424SAGESPRING WEALTH PARTNERS, LLC$389K1
425Stratos Wealth Advisors, LLC$377K1
426Painted Porch Advisors LLC$375K1
427Envestnet Portfolio Solutions, Inc.$375K1
428Prospera Financial Services Inc$370K1
429Ballentine Partners, LLC$369K1
430Trust Asset Management LLC$366K1
431Sigma Planning Corp$359K1
432Atlantic Union Bankshares Corp$356K1
433INTACT INVESTMENT MANAGEMENT INC.$355K1
434Avior Wealth Management, LLC$354K1
435Keudell/Morrison Wealth Management$353K1
436HUB Investment Partners, LLC$349K1
437Robertson Stephens Wealth Management, LLC$345K1
438Allworth Financial LP$334K1
439Avidian Wealth Enterprises, LLC$333K1
440Powell Investment Advisors, LLC$333K1
441Machina Capital S.A.S.$327K1
442Tower Research Capital LLC (TRC)$325K1
443Key Client Fiduciary Advisors, LLC$324K1
444Prasad Wealth Partners, LLC$324K1
445OpenArc Corporate Advisory, LLC$323K1
446VIAWEALTH, LLC$319K1
447RAHLFS CAPITAL, LLC$316K1
448JB Capital LLC$314K1
449VISTA INVESTMENT PARTNERS II, LLC$313K1
450MAI Capital Management$312K1
451ASHTON THOMAS SECURITIES, LLC$307K1
452Snowden Capital Advisors LLC$307K1
453Orion Porfolio Solutions, LLC$306K1
454Stratos Wealth Partners, LTD.$305K1
455COMMERCE BANK$303K1
456AXXCESS WEALTH MANAGEMENT, LLC$302K1
457KEYBANK NATIONAL ASSOCIATION/OH$296K1
458SANDERS MORRIS HARRIS LLC$293K1
459Sompo Asset Management Co., Ltd.$293K1
460Quantum Portfolio Management LLC$290K1
461Everhart Financial Group, Inc.$288K1
462JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$288K1
463NORDEN GROUP LLC$286K1
464Freestone Capital Holdings, LLC$285K1
465PROFUND ADVISORS LLC$284K1
466Savvy Advisors, Inc.$279K1
467JBGlobal.com LLC$279K1
468Atom Investors LP$278K1
469TWIN FOCUS CAPITAL PARTNERS, LLC$277K1
470Baker Avenue Asset Management, LP$269K1
471Brevan Howard Capital Management LP$267K1
472ASSETMARK, INC$266K1
473Realta Investment Advisors$266K1
474Grant Private Wealth Management Inc$265K1
475Tuttle Capital Management, LLC$259K1
476CONWAY CAPITAL MANAGEMENT, INC.$256K1
477Prosperity Consulting Group, LLC$254K1
478Global X Japan Co., Ltd.$254K1
479Kathmere Capital Management, LLC$252K1
480111 Capital$251K1
481BROWN ADVISORY INC$245K1
482CWA Asset Management Group, LLC$245K1
483Independent Wealth Network Inc.$245K1
484Pitti Group Wealth Management, LLC$245K1
485WBI INVESTMENTS, LLC$244K1
486MCF Advisors LLC$244K1
487D.A. DAVIDSON & CO.$242K1
488Capital Investment Advisory Services, LLC$241K1
489PATTON FUND MANAGEMENT, INC.$241K1
490Independent Advisor Alliance$241K1
491Chaney Capital Management, Inc.$239K1
492CARDIFF PARK ADVISORS, LLC$239K1
493EVOLVE PRIVATE WEALTH, LLC$238K1
494Mediolanum International Funds Ltd$238K1
495EARNED WEALTH ADVISORS, LLC$237K1
496Grove Bank & Trust$236K1
497Premier Path Wealth Partners, LLC$235K1
498LeConte Wealth Management, LLC$235K1
499World Investment Advisors$230K1
500Magnetar Financial LLC$229K1
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 XYZ

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for XYZ · financials and macro

Financials — as filed PLANNED

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