Public record / Tickers / Z

Z — ZILLOW GROUP, INC.

Both disclosure regimes on one name: who in Congress filed about Z, 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
28
all PTR rows naming Z
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
04-17
filed 2023-04-17
13F holders
444
top-444 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

James R. Langevin · $100K–$250K

Purchase · traded 2021-07-29 → filed 2021-08-14. Ranked over every Z row by the provable lower bound, never a point estimate.

No member disclosed Z 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 Z 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 Z · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning Z
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-04-17Daniel S. Goldman D–NY-10PurchaseTraded 03-06 +42d$15K–$50K
2022-05-19Chris Jacobs R–NY-27SaleTraded 04-11 +38d$1K–$15K
2022-03-04James R. Langevin D–RI-2SaleTraded 02-18 +14d$1K–$15K
2022-02-08James R. Langevin D–RI-2PurchaseTraded 01-04 +35d$1K–$15K
2022-01-05James R. Langevin D–RI-2SaleTraded 2021-12-31 +5d$50K–$100K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 28 ↗

Members active in Z

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

No member disclosed Z in the trailing 12 months.

Congress ↔ notable managers · Z

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 · ZILLOW GROUP INC

Merged timeline of congressional filings and notable-manager moves on Z
DateWhoChangeSize
2026-05-15Tiger Global Management 13Fadd+1,312,000 sh
2026-05-15Coatue Management 13Fnew+739,700 sh
2026-05-15Gotham Asset Management 13Fadd+21,962 sh
2026-05-15Glenview Capital 13Ftrim−373,885 sh
2026-05-15Bridgewater Associates 13Fexit−222,819 sh
2026-05-15Duquesne Family Office 13Fexit−192,640 sh
2026-05-15Altimeter Capital 13Fexit−2,187,421 sh
2026-05-14Caxton Associates 13Fexit−3,484 sh

8 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 Z for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1Caledonia (Private) Investments Pty Ltd$1.1B1
2Capital World Investors$587M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$580M1
4Independent Franchise Partners LLP$546M1
5BlackRock, Inc.$414M1
6VANGUARD CAPITAL MANAGEMENT LLC$310M1
7TIGER GLOBAL MANAGEMENT LLC$305M1
8STATE STREET CORP$160M1
9EMINENCE CAPITAL, LP$143M1
10UBS Group AG$110M1
11FMR LLC$107M1
12MORGAN STANLEY$106M1
13Dorsal Capital Management, LP$101M1
14STATE OF WISCONSIN INVESTMENT BOARD$85.6M1
15DIMENSIONAL FUND ADVISORS LP$78.5M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$73.4M1
17JANE STREET GROUP, LLC$70.0M1
18Greencape Capital Pty Ltd$59.9M1
19L1 Capital Pty Ltd$52.5M1
20SCGE MANAGEMENT, L.P.$52.3M1
21Amundi$47.4M1
22VANGUARD FIDUCIARY TRUST CO$44.4M1
23SUSQUEHANNA INTERNATIONAL GROUP, LLP$43.4M1
24NORTHERN TRUST CORP$42.6M1
25UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$39.3M1
26Park West Asset Management LLC$35.7M1
27GLENVIEW CAPITAL MANAGEMENT, LLC$32.7M1
28Connor, Clark & Lunn Investment Management Ltd.$32.4M1
29COATUE MANAGEMENT LLC$30.6M1
30WELLINGTON MANAGEMENT GROUP LLP$29.9M1
31CITADEL ADVISORS LLC$28.4M1
32Legal & General Group Plc$27.7M1
33Quantinno Capital Management LP$26.6M1
34Walleye Capital LLC$26.3M1
35Jain Global LLC$24.8M1
36NZS Capital, LLC$24.2M1
37BALYASNY ASSET MANAGEMENT L.P.$23.4M1
38HARVARD MANAGEMENT CO INC$23.3M1
39Robeco Institutional Asset Management B.V.$20.6M1
40Swiss National Bank$20.4M1
41Valiant Capital Management, L.P.$19.6M1
42D. E. Shaw & Co., Inc.$19.3M1
43HSBC HOLDINGS PLC$18.2M1
44WORLDQUANT MILLENNIUM ADVISORS LLC$17.5M1
45AQR CAPITAL MANAGEMENT LLC$16.7M1
46Invesco Ltd.$15.5M1
47Coronation Fund Managers Ltd.$14.5M1
48HILLMAN CO$14.4M1
49Woodson Capital Management, LP$13.9M1
50Nuveen, LLC$13.7M1
51CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$13.2M1
52BANK OF AMERICA CORP /DE/$11.6M1
53Private Advisory Group LLC$11.5M1
54Cerity Partners LLC$11.4M1
55Assenagon Asset Management S.A.$11.2M1
56Garde Capital, Inc.$10.8M1
57CITIGROUP INC$10.7M1
58DEUTSCHE BANK AG\$10.3M1
59VANGUARD ASSET MANAGEMENT, Ltd$10.3M1
60Qube Research & Technologies Ltd$8.8M1
61HB Wealth Management, LLC$8.4M1
62BANK OF MONTREAL /CAN/$8.4M1
63XTX Topco Ltd$8.0M1
64Korea Investment CORP$7.3M1
65ROYAL BANK OF CANADA$7.0M1
66Maytus Capital Management, LLC$6.9M1
67Mitsubishi UFJ Asset Management Co., Ltd.$6.9M1
68STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$5.8M1
69Kessler Investment Group, LLC$5.4M1
70Point72 Asset Management, L.P.$5.1M1
71ExodusPoint Capital Management, LP$5.0M1
72MAPLELANE CAPITAL, LLC$4.8M1
73Aberdeen Group plc$4.7M1
74Deltroit Asset Management (UK) LLP$4.7M1
75Avory & Company, LLC$4.3M1
76GATEWAY INVESTMENT ADVISERS LLC$4.2M1
77ALLIANCEBERNSTEIN L.P.$4.1M1
78FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$4.1M1
79WINTON GROUP Ltd$4.0M1
80Y-Intercept (Hong Kong) Ltd$3.9M1
81Emmett Investment Management, LP$3.9M1
82Man Group plc$3.6M1
83NINE MASTS CAPITAL Ltd$3.5M1
84DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$3.5M1
85Aquatic Capital Management LLC$3.5M1
86Vanguard Global Advisers, LLC$3.4M1
87APG Asset Management N.V.$3.4M1
88DANSKE BANK A/S$3.3M1
89Mirador Capital Partners LP$3.2M1
90Vanguard Investments Australia, Ltd.$3.2M1
91NewEdge Wealth, LLC$3.2M1
92BNP Paribas Asset Management Holding S.A.$3.2M1
93CANADA PENSION PLAN INVESTMENT BOARD$3.0M1
94ROYAL LONDON ASSET MANAGEMENT LTD$3.0M1
95Tredje AP-fonden$2.9M1
96RAYMOND JAMES FINANCIAL INC$2.9M1
97KLP KAPITALFORVALTNING AS$2.7M1
98Squarepoint Ops LLC$2.7M1
99Sound View Wealth Advisors Group, LLC$2.6M1
100Asset Management One Co., Ltd.$2.6M1
101Universal- Beteiligungs- und Servicegesellschaft mbH$2.6M1
102Empowered Funds, LLC$2.5M1
103Pictet Asset Management Holding SA$2.5M1
104IEQ CAPITAL, LLC$2.5M1
105State of New Jersey Common Pension Fund D$2.4M1
106Havemeyer Place LP$2.4M1
107Capula Management Ltd$2.4M1
108NOMURA ASSET MANAGEMENT CO LTD$2.3M1
109Mitsubishi UFJ Trust & Banking Corp$2.2M1
110LEVEL FOUR ADVISORY SERVICES, LLC$2.2M1
111WELLS FARGO & COMPANY/MN$2.2M1
112CIBC Bancorp USA Inc.$2.2M1
113Lansforsakringar Fondforvaltning AB (publ)$2.0M1
114CastleKnight Management LP$2.0M1
115Resona Asset Management Co.,Ltd.$2.0M1
116Farringdon Capital, Ltd.$1.9M1
117Arizona State Retirement System$1.9M1
118CREDIT AGRICOLE S A$1.8M1
119Zurcher Kantonalbank (Zurich Cantonalbank)$1.8M1
120MILLENNIUM MANAGEMENT LLC$1.8M1
121Weiss Asset Management LP$1.7M1
122MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.7M1
123Maven Securities LTD$1.7M1
124FIRST TRUST ADVISORS LP$1.7M1
125PICTON MAHONEY ASSET MANAGEMENT$1.6M1
126PRUDENTIAL FINANCIAL INC$1.6M1
127NewEdge Advisors, LLC$1.6M1
128Vident Advisory, LLC$1.5M1
129IFM Investors Pty Ltd$1.4M1
130TD ASSET MANAGEMENT INC$1.4M1
131Accurate Wealth Management, LLC$1.4M1
132Sender Co & Partners, Inc.$1.4M1
133SEB Asset Management AB$1.4M1
134Gotham Asset Management, LLC$1.3M1
135Dynamic Technology Lab Private Ltd$1.3M1
136LPL Financial LLC$1.3M1
137DnB Asset Management AS$1.2M1
138NEOS Investment Management LLC$1.2M1
139GILDER GAGNON HOWE & CO LLC$1.2M1
140Wealthfront Advisers LLC$1.2M1
141Carmel Capital Partners, LLC$1.2M1
142Summit Trail Advisors, LLC$1.2M1
143GROUP ONE TRADING LLC$1.1M1
144National Pension Service$1.0M1
145Verition Fund Management LLC$993K1
146ENVESTNET ASSET MANAGEMENT INC$965K1
147SEI INVESTMENTS CO$961K1
148BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$955K1
149ASR Vermogensbeheer N.V.$948K1
150Creative Planning$923K1
151TORONTO DOMINION BANK$921K1
152LBP AM SA$919K1
153XPONANCE LLC$902K1
154COLDSTREAM CAPITAL MANAGEMENT INC$877K1
155NISSAY ASSET MANAGEMENT CORP /JAPAN$877K1
156Headlands Technologies LLC$872K1
157NEW YORK LIFE INVESTMENT MANAGEMENT LLC$867K1
158Cinctive Capital Management LP$850K1
159SummitTX Capital, L.P.$848K1
160Kennondale Capital Management LLC$841K1
161MERCER GLOBAL ADVISORS INC /ADV$825K1
162Vanguard Personalized Indexing Management, LLC$790K1
163WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$787K1
164IRIDIAN ASSET MANAGEMENT LLC/CT$746K1
165FIL Ltd$723K1
166FOX RUN MANAGEMENT, L.L.C.$721K1
167MACQUARIE GROUP LTD$720K1
168FIDUCIARY FINANCIAL GROUP, LLC$719K1
169OP Asset Management Ltd$716K1
170Freestone Grove Partners LP$713K1
171INTECH INVESTMENT MANAGEMENT LLC$705K1
172AXQ CAPITAL, LP$703K1
173Parallax Volatility Advisers, L.P.$702K1
174Swiss Life Asset Management Ltd$700K1
175AMERICAN CENTURY COMPANIES INC$697K1
176CWM, LLC$696K1
177NORDEA INVESTMENT MANAGEMENT AB$694K1
178Qsemble Capital Management, LP$686K1
179Ensign Peak Advisors, Inc$679K1
180Janus Henderson Group Ltd.$670K1
181Sumitomo Mitsui DS Asset Management Company, Ltd$663K1
182Marex Group Ltd$653K1
183HighTower Advisors, LLC$647K1
184FRANKLIN RESOURCES INC$645K1
185Edgestream Partners, L.P.$644K1
186Daiwa Securities Group Inc.$631K1
187Avanza Fonder AB$625K1
188Caprock Group, LLC$621K1
189Allworth Financial LP$598K1
190MACKENZIE FINANCIAL CORP$586K1
191BANK OF NOVA SCOTIA$564K1
192Eurizon Capital SGR S.p.A.$553K1
193Federation des caisses Desjardins du Quebec$545K1
194Keel Point, LLC$535K1
195Shay Capital LLC$517K1
196VOYA INVESTMENT MANAGEMENT LLC$511K1
197Pathstone Holdings, LLC$508K1
198Optas, LLC$502K1
199SIG BROKERAGE, LP$499K1
200Investment Management Corp of Ontario$496K1
201Twin Tree Management, LP$483K1
202DV Trading LLC$468K1
203Alamea Verwaltungs GmbH$448K1
204Walleye Trading LLC$443K1
205CIBC WORLD MARKET INC.$442K1
206STOREBRAND ASSET MANAGEMENT AS$442K1
207PRUDENTIAL PLC$438K1
208Cetera Investment Advisers$434K1
209True Vision MN LLC$430K1
210DRW Securities, LLC$424K1
211US BANCORP \DE\$421K1
212Laird Norton Wetherby Trust Company, LLC$415K1
213TWO SIGMA SECURITIES, LLC$403K1
214DOLIVER ADVISORS, LP$397K1
215Frec Markets, Inc.$396K1
216Swedbank AB$394K1
217Viewpoint Capital Management LLC$388K1
218DoubleLine ETF Adviser LP$377K1
219CITIZENS FINANCIAL GROUP INC/RI$376K1
220TWINBEECH CAPITAL LP$370K1
221Utah Retirement Systems$362K1
222O'SHAUGHNESSY ASSET MANAGEMENT, LLC$355K1
223QRG CAPITAL MANAGEMENT, INC.$353K1
224Steward Partners Investment Advisory, LLC$348K1
225OMERS ADMINISTRATION Corp$341K1
226Brooklyn Investment Group$341K1
227Oak Thistle LLC$341K1
228Vontobel Holding Ltd.$340K1
229Allianz Asset Management GmbH$337K1
230Maryland State Retirement & Pension System$336K1
231MRA Advisory Group$334K1
232CIBC Asset Management Inc$330K1
233Caitong International Asset Management Co., Ltd$310K1
234Bridgewater Advisors Inc.$309K1
235Bank Julius Baer & Co. Ltd, Zurich$290K1
236Persistent Asset Partners Ltd$275K1
237Woodline Partners LP$271K1
238SCS Capital Management LLC$265K1
239GARRISON POINT ADVISORS, LLC$265K1
240PINNACLE ASSOCIATES LTD$261K1
241Saudi Central Bank$256K1
242COMMONWEALTH EQUITY SERVICES, LLC$249K1
243Atom Investors LP$241K1
244OSAIC HOLDINGS, INC.$238K1
245E. Ohman J:or Asset Management AB$237K1
246Baird Financial Group, Inc.$228K1
247SCHRODER INVESTMENT MANAGEMENT GROUP$227K1
248Annis Gardner Whiting Capital Advisors, LLC$225K1
249INCEPTIONR LLC$222K1
250Fieldview Capital Management, LLC$221K1
251Banque Cantonale Vaudoise$219K1
252Ankerstar Wealth, LLC$218K1
253MIRABELLA FINANCIAL SERVICES LLP$213K1
254FLYNN ZITO CAPITAL MANAGEMENT, LLC$211K1
255Wedmont Private Capital$210K1
256Painted Porch Advisors LLC$207K1
257NOMURA HOLDINGS INC$207K1
258Corient Private Wealth LLC$205K1
259Sanctuary Advisors, LLC$203K1
260Hook Mill Capital Partners, LP$203K1
261FIFTH THIRD BANCORP$194K1
262Rockefeller Capital Management L.P.$139K1
263NATIONAL BANK OF CANADA /FI/$137K1
264QUADRANT CAPITAL GROUP LLC$134K1
265EFG International AG$109K1
266INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$106K1
267Andra AP-fonden$91.0K1
268Siemens Fonds Invest GmbH$90.9K1
269OSSIAM$83.7K1
270Geneos Wealth Management Inc.$80.9K1
271Smartleaf Asset Management LLC$59.2K1
272Lavaca Capital LLC$59.0K1
273Leonteq Securities AG$55.7K1
274MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$54.4K1
275MATHER GROUP, LLC.$50.4K1
276NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$48.2K1
277TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$44.3K1
278Pinnacle Wealth Planning Services, Inc.$26.6K1
279Rakuten Securities, Inc.$26.4K1
280ASSETMARK, INC$21.8K1
281DHJJ Financial Advisors, Ltd.$21.4K1
282TD Capital Management LLC$20.4K1
283SUMMIT SECURITIES GROUP LLC$15.9K1
284Arax Advisory Partners$13.9K1
285Larson Financial Group LLC$13.6K1
286Banque Transatlantique SA$12.5K1
287PITTENGER & ANDERSON INC$12.5K1
288Blue Trust, Inc.$12.2K1
289Quarry LP$12.1K1
290Owl Creek Wealth Partners LLC$9.9K1
291MAI Capital Management$9.5K1
292Virtu Financial LLC$9.0K1
293Spire Wealth Management$8.3K1
294SIGNATUREFD, LLC$7.0K1
295Parkside Financial Bank & Trust$6.9K1
296Clearstead Trust, LLC$6.5K1
297Triumph Capital Management$6.2K1
298TD Waterhouse Canada Inc.$4.8K1
299Private Wealth Management Group, LLC$4.7K1
300Vanguard National Trust Co$4.4K1
301TOTH FINANCIAL ADVISORY CORP$4.3K1
302CVA Family Office, LLC$4.3K1
303Bell Investment Advisors, Inc$4.2K1
304Activest Wealth Management$3.9K1
305Elequin Capital, LP$3.8K1
306Manchester Capital Management LLC$3.4K1
307Treasurer of the State of North Carolina$3.2K1
308Destiny Wealth Partners, LLC$3.1K1
309EVOLUTION WEALTH MANAGEMENT INC.$2.9K1
310HM PAYSON & CO$2.7K1
311West Branch Capital LLC$2.7K1
312ACADIAN ASSET MANAGEMENT LLC$2.6K1
313JFS WEALTH ADVISORS, LLC$2.6K1
314True Wealth Design, LLC$2.4K1
315UMB Bank, n.a.$1.8K1
316Retirement Wealth Solutions LLC$1.8K1
317ALERUS FINANCIAL NA$1.7K1
318CANADA LIFE ASSURANCE Co$1.6K1
319THRIVENT FINANCIAL FOR LUTHERANS$1.4K1
320KBC Group NV$1.4K1
321Cassaday & Co Wealth Management LLC$1.3K1
322JPL Wealth Management, LLC$1.2K1
323DekaBank Deutsche Girozentrale$1.1K1
324SJS Investment Consulting Inc.$9521
325SouthState Bank Corp$8691
326GHP Investment Advisors, Inc.$8281
327DiNuzzo Private Wealth, Inc.$7871
328American Capital Advisory, LLC$7451
329Quaker Wealth Management, LLC$6631
330Intentional Wealth Strategies, LLC$5381
331Marquette Asset Management, LLC$4971
332WPG Advisers, LLC$4141
333Clearstead Advisors, LLC$3321
334TopTier Wealth Management, LLC$2901
335Signature Equity Partners, LLC$2901
336PARK AVENUE SECURITIES LLC$2131
337Transamerica Financial Advisors, LLC$2061
338Penserra Capital Management LLC$1771
339CENTAURUS FINANCIAL, INC.$1661
340Valued Wealth Advisors LLC$1661
341Vestcor Inc$1511
342MV CAPITAL MANAGEMENT, INC.$1251
343Seneschal Advisors, LLC$1251
344Stone House Investment Management, LLC$831
3453 FACTOR INDEXING, LLC$831
346Rialto Wealth Management, LLC$421
347Vermillion Wealth Management, Inc.$411
348Capital Advisors, Ltd. LLC$41
349Avion Wealth$01
350Winthrop Capital Management, LLC$01
351M&T BANK CORP$01
352TRUIST FINANCIAL CORP$01
353VANGUARD GROUP INC$01
354MML INVESTORS SERVICES, LLC$01
355TEACHER RETIREMENT SYSTEM OF TEXAS$01
356HARBOUR INVESTMENTS, INC.$01
357COMERICA BANK$01
358CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$01
359COMMERCE BANK$01
360CIBC WORLD MARKETS CORP$01
361PRINCIPAL FINANCIAL GROUP INC$01
362EASTERN BANK$01
363NATIXIS$01
364WOLVERINE ASSET MANAGEMENT LLC$01
365GUGGENHEIM CAPITAL LLC$01
366CIBC Private Wealth Group LLC$01
367Bridgewater Associates, LP$01
368Orion Porfolio Solutions, LLC$01
369GSA CAPITAL PARTNERS LLP$01
370Mariner, LLC$01
371NORGES BANK$01
372ALPS ADVISORS INC$01
373First Washington CORP$01
374CAPSTONE INVESTMENT ADVISORS, LLC$01
375IMC-Chicago, LLC$01
376Alberta Investment Management Corp$01
377Johnson Financial Group, Inc.$01
378Yost Capital Management, LP$01
379Retirement Planning Group, LLC$01
380Contour Asset Management LLC$01
381Brevan Howard Capital Management LP$01
382Tower Research Capital LLC (TRC)$01
383Skandinaviska Enskilda Banken AB (publ)$01
384Alphadyne Asset Management LP$01
385Duquesne Family Office LLC$01
386Altimeter Capital Management, LP$01
387Illinois Municipal Retirement Fund$01
388Kemnay Advisory Services Inc.$01
389PDT Partners, LLC$01
390Mirae Asset Global Investments Co., Ltd.$01
391Shellback Capital, LP$01
392Fullerton Fund Management Co Ltd.$01
393Sequoia Financial Advisors, LLC$01
394Lighthouse Investment Partners, LLC$01
395FORSTA AP-FONDEN$01
396Nishkama Capital, LLC$01
397Wealthspire Advisors, LLC$01
398KESTRA PRIVATE WEALTH SERVICES, LLC$01
399Lido Advisors, LLC$01
400Schonfeld Strategic Advisors LLC$01
401Cornerstone Wealth Management, LLC$01
402Intellectus Partners, LLC$01
403CHOREO, LLC$01
404SOMA EQUITY PARTNERS LP$01
405Dai-ichi Life Insurance Company, Ltd$01
406Holocene Advisors, LP$01
407Caption Management, LLC$01
408Blueshift Asset Management, LLC$01
409Elo Mutual Pension Insurance Co$01
410Beacon Pointe Advisors, LLC$01
411Global Retirement Partners, LLC$01
412MQS Management LLC$01
413WT Wealth Management$01
414NAN FUNG TRINITY (HK) Ltd$01
415Physician Wealth Advisors, Inc.$01
416CBIZ Investment Advisory Services, LLC$01
417Kestra Advisory Services, LLC$01
418MANE GLOBAL CAPITAL MANAGEMENT LP$01
419Koss-Olinger Consulting, LLC$01
420Cromwell Holdings LLC$01
421Greenland Capital Management LP$01
422Forum Financial Management, LP$01
423SageView Advisory Group, LLC$01
424Signature Resources Capital Management, LLC$01
425Dunhill Financial, LLC$01
426OFI INVEST ASSET MANAGEMENT$01
427Compound Planning, Inc.$01
428Armstrong, Fleming & Moore, Inc$01
429Envestnet Portfolio Solutions, Inc.$01
430Rachor Investment Advisory Services, LLC$01
431Northwest & Ethical Investments L.P.$01
432Wealth Watch Advisors, INC$01
433Aster Capital Management (DIFC) Ltd$01
434CAXTON ASSOCIATES LLP$01
435T3 Companies, LLC$01
436Rakuten Investment Management, Inc.$01
437North Dakota State Investment Board$01
438HFM Investment Advisors, LLC$01
439OPTIMA CAPITAL LLC$01
440Limestone Investment Advisors LP$01
441Islander Capital Partners, L.P.$01
442Pinnacle Financial Partners, Inc.$01
443INTERCAPITAL, LLC$01
444Fideuram Asset Management (Ireland) dac$01
Truncated by Public Filings. The published aggregate ranks the top 444 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 Z

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for Z · financials and macro

Financials — as filed PLANNED

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