Public record / Tickers / ADC

ADC — AGREE REALTY CORP†

Both disclosure regimes on one name: who in Congress filed about ADC, 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
15
all PTR rows naming ADC
Members · 12m
2
0 buys · 2 sells · by trade date
Latest PTR
07-07
filed 2026-07-07
13F holders
393
top-393 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Gilbert Ray Cisneros, Jr. · $15.0K–$50.0K

SELL · traded 2026-01-15 → filed 2026-02-13. Ranked over every ADC row by the provable lower bound, never a point estimate.

2 members · 0 buys / 2 sells

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

2 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

7 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. 7 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING ADC · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ADC
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-07Josh Gottheimer D–NJ-5SELL JT (jointly owned)Traded 06-01 +36d$1K–$15K
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31SELLTraded 01-15 +29d$15K–$50K
2025-10-22Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 09-25 +27d$1K–$15K
2025-09-12Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 08-13 +30d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 15 ↗

Members active in ADC

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing ADC in the trailing 12 months
MemberRowsNet 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.Number 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.
Gilbert Ray Cisneros, Jr. D–CA-311−$50.0K to −$15.0K2
Josh Gottheimer D–NJ-51−$15.0K to −$1.0K2

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

Congress ↔ notable managers · ADC

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

Congress · last 90 days

Buyers
0 — —
Sellers
1 Josh Gottheimer D–NJ-5 $1K–$15K

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Caxton Associates $2.5M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · Agree Realty Corp - US REIT

Merged timeline of congressional filings and notable-manager moves on ADC
DateWhoChangeSize
2026-07-07Josh Gottheimer CongressSELL$1K–$15K
2026-05-15Gotham Asset Management 13FADD+14,741 sh
2026-05-15Tudor Investment Corp 13FADD+182,417 sh
2026-05-14Caxton Associates 13FTRIM−10,281 sh

4 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · 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 ADC for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$1.3B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$773M1
3STATE STREET CORP$451M1
4VANGUARD CAPITAL MANAGEMENT LLC$403M1
5PRINCIPAL FINANCIAL GROUP INC$341M1
6TWO SIGMA INVESTMENTS, LP$305M1
7Zimmer Partners, LP$248M1
8Daiwa Securities Group Inc.$223M1
9CHARLES SCHWAB INVESTMENT MANAGEMENT INC$159M1
10PRUDENTIAL FINANCIAL INC$144M1
11DIMENSIONAL FUND ADVISORS LP$133M1
12BANK OF AMERICA CORP /DE/$115M1
13RAYMOND JAMES FINANCIAL INC$108M1
14NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$105M1
15DEUTSCHE BANK AG\$101M1
16MORGAN STANLEY$99.4M1
17Janus Henderson Group Ltd.$94.3M1
18NORTHERN TRUST CORP$86.8M1
19FRONTIER CAPITAL MANAGEMENT CO LLC$83.0M1
20MILLENNIUM MANAGEMENT LLC$82.8M1
21SEI INVESTMENTS CO$79.3M1
22DUFF & PHELPS INVESTMENT MANAGEMENT CO$76.1M1
23CITADEL ADVISORS LLC$59.6M1
24Holocene Advisors, LP$59.6M1
25VOLORIDGE INVESTMENT MANAGEMENT, LLC$57.4M1
26VANGUARD FIDUCIARY TRUST CO$56.0M1
27AMERICAN CENTURY COMPANIES INC$54.9M1
28UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$53.3M1
29RUSH ISLAND MANAGEMENT, LP$51.1M1
30Legal & General Group Plc$49.5M1
31Alyeska Investment Group, L.P.$45.8M1
32Engineers Gate Manager LP$44.6M1
33UBS Group AG$36.8M1
34Invesco Ltd.$36.2M1
35Universal- Beteiligungs- und Servicegesellschaft mbH$33.6M1
36Nuveen, LLC$31.7M1
37Schonfeld Strategic Advisors LLC$30.7M1
38Leeward Investments, LLC - MA$29.6M1
39Gotham Asset Management, LLC$28.6M1
40WELLS FARGO & COMPANY/MN$27.9M1
41HSBC HOLDINGS PLC$27.6M1
42ENVESTNET ASSET MANAGEMENT INC$26.6M1
43Qube Research & Technologies Ltd$26.1M1
44D. E. Shaw & Co., Inc.$25.7M1
45Apollo Management Holdings, L.P.$23.8M1
46TUDOR INVESTMENT CORP ET AL$23.0M1
47APG Asset Management US Inc.$23.0M1
48State of New Jersey Common Pension Fund D$22.7M1
49CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$20.9M1
50AQR CAPITAL MANAGEMENT LLC$20.1M1
51Sophron Capital Management L.P.$18.9M1
52CITIGROUP INC$18.6M1
53Lighthouse Investment Partners, LLC$18.1M1
54Swiss National Bank$17.1M1
55WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$16.5M1
56Hazelview Securities Inc.$16.2M1
57BALYASNY ASSET MANAGEMENT L.P.$16.0M1
58Creative Planning$16.0M1
59Point72 Asset Management, L.P.$16.0M1
60Asset Management One Co., Ltd.$14.7M1
61ALLIANCEBERNSTEIN L.P.$14.5M1
62Aristotle Capital Boston, LLC$14.4M1
63NOMURA ASSET MANAGEMENT CO LTD$13.9M1
64STATE OF WISCONSIN INVESTMENT BOARD$13.9M1
65BNP Paribas Asset Management Holding S.A.$13.5M1
66HEITMAN REAL ESTATE SECURITIES LLC$12.1M1
67Mitsubishi UFJ Trust & Banking Corp$11.4M1
68LMCG INVESTMENTS, LLC$11.2M1
69Retirement Systems of Alabama$11.1M1
70Susquehanna Portfolio Strategies, LLC$10.9M1
71Edgestream Partners, L.P.$10.8M1
72FRANKLIN RESOURCES INC$10.7M1
73Cander Asset Management LP$10.5M1
74Allspring Global Investments Holdings, LLC$10.4M1
75Ceredex Value Advisors LLC$10.3M1
76EXCHANGE TRADED CONCEPTS, LLC$10.3M1
77LMR Partners LLP$10.2M1
78Quantinno Capital Management LP$9.1M1
79ROYAL BANK OF CANADA$9.0M1
80MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$8.6M1
81VANGUARD ASSET MANAGEMENT, Ltd$7.9M1
82Vanguard Investments Australia, Ltd.$7.9M1
83Allianz Asset Management GmbH$7.5M1
84HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$7.4M1
85Mitsubishi UFJ Asset Management Co., Ltd.$7.3M1
86Zurcher Kantonalbank (Zurich Cantonalbank)$7.2M1
87Aptus Capital Advisors, LLC$7.0M1
88MANUFACTURERS LIFE INSURANCE COMPANY, THE$6.8M1
89Brummer Multi-Strategy AB$6.6M1
90BAMCO INC /NY/$6.3M1
91LPL Financial LLC$6.2M1
92COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$6.1M1
93LIBERTY ONE INVESTMENT MANAGEMENT, LLC$5.9M1
94WELLINGTON MANAGEMENT GROUP LLP$5.4M1
95New Age Alpha Advisors, LLC$5.2M1
96Graham Capital Management, L.P.$5.0M1
97Masterton Capital Management, LP$5.0M1
98Amundi$4.8M1
99LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$4.7M1
100Cetera Investment Advisers$4.7M1
101WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.4M1
102Resona Asset Management Co.,Ltd.$4.0M1
103Vanguard Global Advisers, LLC$4.0M1
104MACQUARIE GROUP LTD$3.9M1
105Connor, Clark & Lunn Investment Management Ltd.$3.9M1
106FIRST TRUST ADVISORS LP$3.7M1
107Corient Private Wealth LLC$3.7M1
108Fisher Asset Management, LLC$3.6M1
109MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.5M1
110VOYA INVESTMENT MANAGEMENT LLC$3.4M1
111Aberdeen Group plc$3.3M1
112Cerity Partners LLC$3.3M1
113Brevan Howard Capital Management LP$3.2M1
114PANAGORA ASSET MANAGEMENT INC$3.2M1
115Squarepoint Ops LLC$3.2M1
116Community Bank of Raymore$3.0M1
117STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$2.9M1
118Presima Securities ULC$2.9M1
119Blue Chip Partners, LLC$2.8M1
120Pathstone Holdings, LLC$2.7M1
121Bridgefront Capital, LLC$2.7M1
122WORLDQUANT MILLENNIUM ADVISORS LLC$2.6M1
123STIFEL FINANCIAL CORP$2.6M1
124Vestmark Advisory Solutions, Inc.$2.6M1
125M&T BANK CORP$2.5M1
126Orion Porfolio Solutions, LLC$2.5M1
127CAXTON ASSOCIATES LLP$2.5M1
128Sumitomo Mitsui DS Asset Management Company, Ltd$2.4M1
129FJ Capital Management LLC$2.4M1
130Arizona State Retirement System$2.4M1
131Metis Global Partners, LLC$2.4M1
132HighTower Advisors, LLC$2.3M1
133OPPENHEIMER ASSET MANAGEMENT INC.$2.3M1
134Town & Country Bank & Trust CO dba First Bankers Trust CO$2.3M1
135ELEVATION POINT WEALTH PARTNERS, LLC$2.2M1
136STATE OF MICHIGAN RETIREMENT SYSTEM$2.2M1
137Dana Investment Advisors, Inc.$2.1M1
138FMR LLC$2.1M1
139CIBC Bancorp USA Inc.$2.1M1
140NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.0M1
141OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.9M1
142Union Bancaire Privee, UBP SA$1.8M1
143UniSuper Management Pty Ltd$1.8M1
144Redmond Asset Management, LLC$1.7M1
145FIRST NATIONAL BANK OF OMAHA$1.7M1
146Ameritas Investment Partners, Inc.$1.7M1
147AGP FRANKLIN, LLC$1.7M1
148Pathway Financial Advisers, LLC$1.6M1
149BANK OF MONTREAL /CAN/$1.6M1
150Atom Investors LP$1.6M1
151WESTPAC BANKING CORP$1.6M1
152Truvestments Capital LLC$1.6M1
153Federation des caisses Desjardins du Quebec$1.6M1
154NEOS Investment Management LLC$1.5M1
155TRUIST FINANCIAL CORP$1.5M1
156Vanguard Personalized Indexing Management, LLC$1.5M1
157LAZARD ASSET MANAGEMENT LLC$1.5M1
158ASSETMARK, INC$1.5M1
159Pasadena Private Wealth, LLC$1.4M1
160NISSAY ASSET MANAGEMENT CORP /JAPAN$1.4M1
161VICTORY CAPITAL MANAGEMENT INC$1.4M1
162IFM Investors Pty Ltd$1.4M1
163Foresight Group Ltd Liability Partnership$1.4M1
164Pictet Asset Management Holding SA$1.3M1
165QUADRANT CAPITAL GROUP LLC$1.3M1
166Vanderbilt University$1.3M1
167Atria Investments, Inc$1.3M1
168UMB Bank, n.a.$1.2M1
169Vise Technologies, Inc.$1.2M1
170Moran Wealth Management, LLC$1.1M1
171AZZAD ASSET MANAGEMENT INC /ADV$1.1M1
172XPONANCE LLC$1.1M1
173MERCER GLOBAL ADVISORS INC /ADV$1.1M1
174INTRUST BANK NA$1.0M1
175Harvest Portfolios Group Inc.$1.0M1
176JAMES INVESTMENT RESEARCH, INC.$1.0M1
177Perbak Capital Partners LLP$976K1
178SIGNATUREFD, LLC$944K1
179US BANCORP \DE\$926K1
180SCHRODER INVESTMENT MANAGEMENT GROUP$857K1
181FEDERATED HERMES, INC.$838K1
182KEYBANK NATIONAL ASSOCIATION/OH$838K1
183Polymer Capital Management (US) LLC$834K1
184Jain Global LLC$825K1
185Applied Capital LLC/FL$821K1
186Summit Trail Advisors, LLC$800K1
187Sequoia Financial Advisors, LLC$789K1
188JOURNEY STRATEGIC WEALTH LLC$717K1
189Gilman Hill Asset Management, LLC$691K1
190Texas Yale Capital Corp.$678K1
191SECURIAN ASSET MANAGEMENT, INC$666K1
192Advisors Asset Management, Inc.$665K1
193Brooklyn Investment Group$640K1
194FIFTH THIRD BANCORP$638K1
195Cambria Investment Management, L.P.$631K1
196Crossmark Global Holdings, Inc.$620K1
197Ethos Financial Group, LLC$614K1
198COMMONWEALTH EQUITY SERVICES, LLC$607K1
199DRW Securities, LLC$604K1
200OSAIC HOLDINGS, INC.$599K1
201VIRTUS ADVISERS, LLC$589K1
202&PARTNERS$587K1
203Ensign Peak Advisors, Inc$564K1
204Machina Capital S.A.S.$562K1
205Garden State Investment Advisory Services LLC$552K1
206Tower Research Capital LLC (TRC)$551K1
207MML INVESTORS SERVICES, LLC$533K1
208Ascentis Independent Advisors$522K1
209J. Derek Lewis & Associates Inc.$520K1
210Swiss Life Asset Management Ltd$518K1
211Total Wealth Planning & Management, Inc.$513K1
212Fairtree Asset Management (Pty) Ltd$503K1
213Koshinski Asset Management, Inc.$503K1
214UNITED CAPITAL FINANCIAL ADVISORS, LLC$486K1
215GeoWealth Management, LLC$475K1
216Tidal Investments LLC$469K1
217Wealthspire Advisors, LLC$466K1
218Atlantic Union Bankshares Corp$455K1
219Utah Retirement Systems$452K1
220Vident Advisory, LLC$450K1
221DoubleLine ETF Adviser LP$448K1
222BANK OF NOVA SCOTIA$432K1
223First National Advisers, LLC$426K1
224Maryland State Retirement & Pension System$422K1
225EVERGREEN CAPITAL MANAGEMENT LLC$412K1
226GWN SECURITIES INC.$404K1
227Norinchukin Bank, The$400K1
228Spire Wealth Management$395K1
229Frank, Rimerman Advisors LLC$390K1
230J.W. COLE ADVISORS, INC.$385K1
231Gallagher Fiduciary Advisors, LLC$373K1
232ProShare Advisors LLC$362K1
233TEACHER RETIREMENT SYSTEM OF TEXAS$356K1
234Pure Financial Advisors, LLC$348K1
235O'SHAUGHNESSY ASSET MANAGEMENT, LLC$347K1
236Baird Financial Group, Inc.$345K1
237EP Wealth Advisors, LLC$340K1
238CWM, LLC$321K1
239Lombard Odier Asset Management (USA) Corp$320K1
240QRG CAPITAL MANAGEMENT, INC.$311K1
241COLDSTREAM CAPITAL MANAGEMENT INC$309K1
242Sage Investment Counsel LLC$307K1
243Procyon Advisors, LLC$298K1
2441492 Capital Management LLC$297K1
245BAILARD, INC.$293K1
246Rockefeller Capital Management L.P.$292K1
247RITHOLTZ WEALTH MANAGEMENT$288K1
248Kestra Advisory Services, LLC$287K1
249SHELTON CAPITAL MANAGEMENT$280K1
250NewEdge Wealth, LLC$278K1
251HB Wealth Management, LLC$264K1
252Inscription Capital, LLC$263K1
253BOOTHBAY FUND MANAGEMENT, LLC$255K1
254North Dakota State Investment Board$249K1
255Frec Markets, Inc.$241K1
256REGIONS FINANCIAL CORP$241K1
257Arax Advisory Partners$240K1
258CIBC Asset Management Inc$239K1
259Legacy Wealth Asset Management, LLC$232K1
260Private Advisor Group, LLC$231K1
261Snowden Capital Advisors LLC$230K1
262ARMISTICE CAPITAL, LLC$228K1
263Callan Family Office, LLC$226K1
264GW HENSSLER & ASSOCIATES LTD$226K1
265OneDigital Investment Advisors LLC$225K1
266Wealth Quarterback LLC$220K1
267Allie Family Office LLC$212K1
268Meiji Yasuda Asset Management Co Ltd.$208K1
269Fieldview Capital Management, LLC$201K1
270Central Pacific Bank - Trust Division$200K1
271Virtus Investment Advisers, LLC$187K1
272Mirae Asset Global Investments Co., Ltd.$178K1
273FIL Ltd$131K1
274Smartleaf Asset Management LLC$125K1
275MAI Capital Management$125K1
276Larson Financial Group LLC$99.4K1
277Allworth Financial LP$91.7K1
278Pinnacle Wealth Planning Services, Inc.$88.6K1
279Steward Partners Investment Advisory, LLC$78.7K1
280Wilmington Savings Fund Society, FSB$71.6K1
281SIMPLEX TRADING, LLC$56.2K1
282THRIVENT FINANCIAL FOR LUTHERANS$51.0K1
283NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$46.8K1
284Transamerica Financial Advisors, LLC$45.3K1
285GABLES CAPITAL MANAGEMENT INC.$45.2K1
286MCF Advisors LLC$44.3K1
287Blue Trust, Inc.$40.9K1
288HRT FINANCIAL LP$39.3K1
289MATHER GROUP, LLC.$36.7K1
290Bernard Wealth Management Corp.$31.9K1
291Bayforest Capital Ltd$28.7K1
292Clearstead Trust, LLC$27.7K1
293Parkside Financial Bank & Trust$24.8K1
294CENTRAL TRUST Co$22.6K1
295CANADA LIFE ASSURANCE Co$19.7K1
296Aster Capital Management (DIFC) Ltd$19.0K1
297EASTERN BANK$15.7K1
298Smallwood Wealth Investment Management, LLC$15.1K1
299Eurizon Capital SGR S.p.A.$14.2K1
300GROUP ONE TRADING LLC$12.6K1
301Physician Wealth Advisors, Inc.$12.1K1
302Caldwell Trust Co$11.3K1
303NATIXIS ADVISORS, LLC$9.1K1
304JONES FINANCIAL COMPANIES LLLP$6.5K1
305WOLFF WIESE MAGANA LLC$5.3K1
306State of Alaska, Department of Revenue$5.2K1
307Kilter Group LLC$5.1K1
308DekaBank Deutsche Girozentrale$4.8K1
309Geneos Wealth Management Inc.$4.6K1
310ALGERT GLOBAL LLC$4.3K1
311GSA CAPITAL PARTNERS LLP$4.1K1
312Bell Investment Advisors, Inc$3.8K1
313Treasurer of the State of North Carolina$3.6K1
314Virginia Estate & Retirement Planning Advisors Inc.$3.6K1
315Rialto Wealth Management, LLC$3.2K1
316JPL Wealth Management, LLC$3.0K1
317Godfrey Financial Associates, Inc.$2.8K1
318Clearstead Advisors, LLC$2.6K1
319Signature Equity Partners, LLC$2.0K1
320Sunrise Financial Services, LLC$1.9K1
321Vestcor Inc$1.7K1
322Private Wealth Management Group, LLC$1.7K1
323Sachetta, LLC$1.6K1
324ALBION FINANCIAL GROUP /UT$1.6K1
325Manchester Capital Management LLC$1.5K1
326WPG Advisers, LLC$1.4K1
327Cromwell Holdings LLC$1.4K1
328Retirement Wealth Solutions LLC$1.2K1
329BROWN, LISLE/CUMMINGS, INC.$1.2K1
330True Wealth Design, LLC$1.1K1
331SHP Wealth Management$8291
332Mountain Hill Investment Partners Corp.$8181
333SouthState Bank Corp$5281
334PARK AVENUE SECURITIES LLC$4641
335ACADIAN ASSET MANAGEMENT LLC$4181
336Quaker Wealth Management, LLC$3771
337Intentional Wealth Strategies, LLC$3771
338KBC Group NV$2421
339GHP Investment Advisors, Inc.$1511
340Caitong International Asset Management Co., Ltd$1511
341MV CAPITAL MANAGEMENT, INC.$761
342American Capital Advisory, LLC$761
343Raleigh Capital Management Inc.$541
344Harvest Fund Management Co., Ltd$531
345Capital Advisors, Ltd. LLC$461
346Smithfield Trust Co$391
347Capital Analysts, LLC$221
348BOK Financial Private Wealth, Inc.$121
349Roble, Belko & Company, Inc$41
350Avion Wealth$21
351Jefferies Financial Group Inc.— value not disclosed1
352VANGUARD GROUP INC— value not disclosed1
353HARBOUR INVESTMENTS, INC.— value not disclosed1
354VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
355COMMERCE BANK— value not disclosed1
356CIBC WORLD MARKETS CORP— value not disclosed1
357NATIXIS— value not disclosed1
358CANADA PENSION PLAN INVESTMENT BOARD— value not disclosed1
359CIBC Private Wealth Group LLC— value not disclosed1
360Phocas Financial Corp.— value not disclosed1
361Mariner, LLC— value not disclosed1
362NORGES BANK— value not disclosed1
363SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC— value not disclosed1
364SUSQUEHANNA INTERNATIONAL GROUP, LLP— value not disclosed1
365Verition Fund Management LLC— value not disclosed1
366TWO SIGMA ADVISERS, LP— value not disclosed1
367Focus Partners Wealth— value not disclosed1
368Clarkston Capital Partners, LLC— value not disclosed1
369DV Trading LLC— value not disclosed1
370Callodine Capital Management, LP— value not disclosed1
371Global Retirement Partners, LLC— value not disclosed1
372Oak Thistle LLC— value not disclosed1
373Vision Capital Corp— value not disclosed1
374EASTERLY INVESTMENT PARTNERS LLC— value not disclosed1
375CBIZ Investment Advisory Services, LLC— value not disclosed1
376CVA Family Office, LLC— value not disclosed1
377CPC Advisors, LLC— value not disclosed1
378XTX Topco Ltd— value not disclosed1
379Invst, LLC— value not disclosed1
380TUCKER ASSET MANAGEMENT LLC— value not disclosed1
381AlphaQuest LLC— value not disclosed1
382Greenland Capital Management LP— value not disclosed1
383SageView Advisory Group, LLC— value not disclosed1
384Dunhill Financial, LLC— value not disclosed1
385Stephens Consulting, LLC— value not disclosed1
386Quarry LP— value not disclosed1
387ELEVATION WEALTH PARTNERS, LLC— value not disclosed1
388Compound Planning, Inc.— value not disclosed1
389Envestnet Portfolio Solutions, Inc.— value not disclosed1
390Freestone Grove Partners LP— value not disclosed1
391PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC— value not disclosed1
392Brucke Financial, Inc.— value not disclosed1
393Quattro Advisors LLC— value not disclosed1
Truncated by Public Filings. Every one of the 350 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — 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)0 buy / 2 sell
Congress net ($ bound)−$65.0K to −$16.0K
Filers net (actions)not in build
Filers net ($ 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 ADC

RETAINED WINDOW · ACTIVE HITS
Signal hits naming ADC
KindRuleHits
COMMITTEEa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied1 hit

Every rule, with its definition →

Planned modules for ADC · financials and macro

Financials — as filed PLANNED

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