Public record / Tickers / AM

AM — Antero Midstream Corp†

Both disclosure regimes on one name: who in Congress filed about AM, 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
88
all PTR rows naming AM
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
03-07
filed 2022-03-07
13F holders
474
top-474 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

Mark E. Green · $1.0M–$5.0M

SELL · traded 2022-02-09 → filed 2022-02-14. Ranked over every AM row by the provable lower bound, never a point estimate.

No member disclosed AM 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.

4 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

No dated AM 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 AM · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning AM
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2022-03-07Virginia Foxx R–NC-5SELL JT (jointly owned)Traded 02-17 +18d$50K–$100K
2022-03-07Virginia Foxx R–NC-5BUY JT (jointly owned)Traded 02-10 +25d$1K–$15K
2022-02-14Mark E. Green R–TN-7SELLTraded 02-09 +5d$1M–$5M
2022-02-14Mark E. Green R–TN-7BUYTraded 02-07 +7d$100K–$250K
2022-01-18Mark E. Green R–TN-7BUYTraded 01-06 +12d$250K–$500K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 88 ↗

Members active in AM

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed AM in the trailing 12 months.

Congress ↔ notable managers · AM

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

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · 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 · ANTERO MIDSTREAM CORP

Merged timeline of congressional filings and notable-manager moves on AM
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+35,580 sh
2026-05-15Bridgewater Associates 13FADD+39,684 sh

2 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

full holders view ↗
Top institutional holders of AM for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$846M1
2Invesco Ltd.$491M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$417M1
4VANGUARD CAPITAL MANAGEMENT LLC$338M1
5STATE STREET CORP$264M1
6GEODE CAPITAL MANAGEMENT, LLC$226M1
7Bank of New York Mellon Corp$208M1
8DIMENSIONAL FUND ADVISORS LP$206M1
9MORGAN STANLEY$143M1
10KAYNE ANDERSON CAPITAL ADVISORS LP$96.9M1
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC$89.8M1
12MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$89.0M1
13Clearbridge Investments, LLC$85.3M1
14NORTHERN TRUST CORP$85.1M1
15ALLIANCEBERNSTEIN L.P.$68.0M1
16Blackstone Inc.$64.1M1
17Qube Research & Technologies Ltd$59.9M1
18PRUDENTIAL FINANCIAL INC$59.5M1
19Clark Capital Management Group, Inc.$58.2M1
20WESTWOOD HOLDINGS GROUP INC$53.0M1
21Orbis Allan Gray Ltd$51.6M1
22Gotham Asset Management, LLC$49.4M1
23VANGUARD FIDUCIARY TRUST CO$46.9M1
24BROOKFIELD Corp /ON/$44.1M1
25Brave Warrior Advisors, LLC$41.9M1
26AMERICAN CENTURY COMPANIES INC$41.6M1
27EAGLE GLOBAL ADVISORS LLC$40.9M1
28FMR LLC$36.8M1
29Fiera Capital Corp$35.9M1
30RR Advisors, LLC$34.5M1
31BARCLAYS PLC$32.5M1
32FRANKLIN RESOURCES INC$32.5M1
33UBS Group AG$31.0M1
34Connor, Clark & Lunn Investment Management Ltd.$28.6M1
35ENVESTNET ASSET MANAGEMENT INC$28.5M1
36BANK OF AMERICA CORP /DE/$27.5M1
37ALPS ADVISORS INC$24.7M1
38JENNISON ASSOCIATES LLC$24.4M1
39FIRST TRUST ADVISORS LP$23.2M1
40Covalis Capital LLP$22.5M1
41VOLORIDGE INVESTMENT MANAGEMENT, LLC$22.4M1
42RHUMBLINE ADVISERS$21.2M1
43NEW YORK STATE COMMON RETIREMENT FUND$20.1M1
44Cetera Investment Advisers$19.8M1
45UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$19.7M1
46EXCHANGE TRADED CONCEPTS, LLC$19.6M1
47ROYAL BANK OF CANADA$19.4M1
48NEOS Investment Management LLC$18.0M1
49PRINCIPAL FINANCIAL GROUP INC$17.8M1
50Columbus Macro, LLC$17.5M1
51HITE Hedge Asset Management LLC$17.4M1
52Swiss National Bank$16.1M1
53CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$15.9M1
54AMERIPRISE FINANCIAL INC$13.8M1
55SHAH CAPITAL MANAGEMENT$13.4M1
56LPL Financial LLC$12.9M1
57Amundi$12.5M1
58Freestone Grove Partners LP$12.0M1
59Nuveen, LLC$11.5M1
60RAYMOND JAMES FINANCIAL INC$11.0M1
61Abacus FCF Advisors LLC$10.6M1
62Waverly Advisors, LLC$10.4M1
63SEI INVESTMENTS CO$10.0M1
64D. E. Shaw & Co., Inc.$9.5M1
65Retirement Systems of Alabama$9.3M1
66WELLINGTON MANAGEMENT GROUP LLP$9.2M1
67Legal & General Group Plc$9.0M1
68INTECH INVESTMENT MANAGEMENT LLC$8.3M1
69WELLS FARGO & COMPANY/MN$8.0M1
70Ruffer LLP$8.0M1
71VOYA INVESTMENT MANAGEMENT LLC$8.0M1
72Maryland State Retirement & Pension System$7.1M1
73HENNESSY ADVISORS INC$6.8M1
74Phocas Financial Corp.$6.5M1
75STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$6.5M1
76Pinnacle Holdings, LLC$6.4M1
77EVERGREEN CAPITAL MANAGEMENT LLC$6.3M1
78Janus Henderson Group Ltd.$6.2M1
79VANGUARD ASSET MANAGEMENT, Ltd$6.2M1
80DEUTSCHE BANK AG\$6.0M1
81CITIGROUP INC$6.0M1
82Sanctuary Advisors, LLC$5.6M1
83Hennion & Walsh Asset Management, Inc.$5.6M1
84Quantinno Capital Management LP$5.5M1
85GUGGENHEIM CAPITAL LLC$5.4M1
86MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.2M1
87MERCER GLOBAL ADVISORS INC /ADV$5.1M1
88Edgestream Partners, L.P.$4.7M1
89CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$4.6M1
90ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$4.4M1
91Strategic Global Advisors, LLC$4.4M1
92AQR CAPITAL MANAGEMENT LLC$4.4M1
93AXQ CAPITAL, LP$4.4M1
94Fractal Investments LLC$4.3M1
95Ensign Peak Advisors, Inc$4.2M1
96Lido Advisors, LLC$4.1M1
97NISA INVESTMENT ADVISORS, LLC$3.9M1
98LAZARD ASSET MANAGEMENT LLC$3.9M1
99MetLife Investment Management, LLC$3.7M1
100HSBC HOLDINGS PLC$3.7M1
101CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$3.7M1
102Pathstone Holdings, LLC$3.7M1
103Susquehanna Portfolio Strategies, LLC$3.6M1
104CIBC Bancorp USA Inc.$3.5M1
105Bridgewater Associates, LP$3.5M1
106Vident Advisory, LLC$3.4M1
107Tidal Investments LLC$3.4M1
108CREDIT AGRICOLE S A$3.3M1
109BECK CAPITAL MANAGEMENT, LLC$3.3M1
110Creative Planning$3.2M1
111BANK OF MONTREAL /CAN/$3.2M1
112Quantbot Technologies LP$3.1M1
113Vanguard Global Advisers, LLC$3.0M1
114MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.9M1
115SCHRODER INVESTMENT MANAGEMENT GROUP$2.9M1
116JOHNSON INVESTMENT COUNSEL INC$2.9M1
117Cerity Partners LLC$2.9M1
118Engineers Gate Manager LP$2.9M1
119Chung Wu Investment Group, LLC$2.9M1
120Zurcher Kantonalbank (Zurich Cantonalbank)$2.8M1
121HANCOCK WHITNEY CORP$2.8M1
122SeaBridge Investment Advisors LLC$2.8M1
123State of New Jersey Common Pension Fund D$2.8M1
124Universal- Beteiligungs- und Servicegesellschaft mbH$2.7M1
125Barnett & Company, Inc.$2.6M1
126Richard Bernstein Advisors LLC$2.6M1
127TWO SIGMA INVESTMENTS, LP$2.6M1
128Ethic Inc.$2.4M1
129Mariner, LLC$2.4M1
130KLP KAPITALFORVALTNING AS$2.4M1
131MACKENZIE FINANCIAL CORP$2.4M1
132Federation des caisses Desjardins du Quebec$2.3M1
133KESTRA PRIVATE WEALTH SERVICES, LLC$2.3M1
134PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$2.3M1
135Riverwater Partners LLC$2.3M1
136Arizona State Retirement System$2.2M1
137YOUSIF CAPITAL MANAGEMENT, LLC$2.2M1
138VICTORY CAPITAL MANAGEMENT INC$2.2M1
139Frank, Rimerman Advisors LLC$2.2M1
140Vanguard Investments Australia, Ltd.$2.0M1
141FIFTH THIRD BANCORP$1.9M1
142Schonfeld Strategic Advisors LLC$1.9M1
143COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.9M1
144PICTON MAHONEY ASSET MANAGEMENT$1.9M1
145Advisors Asset Management, Inc.$1.9M1
146Elo Mutual Pension Insurance Co$1.9M1
147CASCADE INVESTMENT GROUP, INC.$1.8M1
148STATE OF MICHIGAN RETIREMENT SYSTEM$1.8M1
149LFG Wealth Partners, LLC$1.8M1
150TEACHER RETIREMENT SYSTEM OF TEXAS$1.8M1
151STIFEL FINANCIAL CORP$1.8M1
152GLENMEDE TRUST CO NA$1.8M1
153NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.7M1
154FIRST CITIZENS BANK & TRUST CO$1.7M1
155SILVER OAK SECURITIES, INCORPORATED$1.6M1
156Envestnet Portfolio Solutions, Inc.$1.6M1
157Voleon Capital Management LP$1.6M1
158PDT Partners, LLC$1.6M1
159HighTower Advisors, LLC$1.6M1
160OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.5M1
161Crossmark Global Holdings, Inc.$1.5M1
162MML INVESTORS SERVICES, LLC$1.5M1
163Vanguard Personalized Indexing Management, LLC$1.5M1
164Zurich Insurance Group Ltd/FI$1.5M1
165Pekin Hardy Strauss, Inc.$1.5M1
166TD Waterhouse Canada Inc.$1.4M1
167LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.4M1
168Ameritas Investment Partners, Inc.$1.4M1
169Kestra Advisory Services, LLC$1.4M1
170Odyssean, LLC$1.3M1
171Guild Investment Management, Inc.$1.3M1
172MGO ONE SEVEN LLC$1.3M1
173Pictet Asset Management Holding SA$1.3M1
174SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.3M1
175Kesler, Norman & Wride, LLC$1.2M1
176XTX Topco Ltd$1.2M1
177Lavaca Capital LLC$1.2M1
178Kestra Investment Management, LLC$1.2M1
179Steward Partners Investment Advisory, LLC$1.1M1
180Apollon Wealth Management, LLC$1.1M1
181Point Nemo Capital, LLC$1.1M1
182UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.1M1
183XPONANCE LLC$1.1M1
184Corient Private Wealth LLC$1.1M1
185NewEdge Advisors, LLC$1.1M1
186Orion Porfolio Solutions, LLC$1.0M1
187Stockman Wealth Management, Inc.$1.0M1
188PRINCIPAL SECURITIES, INC.$1.0M1
189CASTLEARK MANAGEMENT LLC$996K1
190MAI Capital Management$995K1
191CORSAIR CAPITAL MANAGEMENT, L.P.$958K1
192Perbak Capital Partners LLP$940K1
193NEW YORK LIFE INVESTMENT MANAGEMENT LLC$937K1
194ProShare Advisors LLC$932K1
195ASSETMARK, INC$924K1
196HUNTINGTON NATIONAL BANK$912K1
197Livforsakringsbolaget Skandia, Omsesidigt$877K1
198WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$866K1
199FOX RUN MANAGEMENT, L.L.C.$857K1
200JGP Wealth Management, LLC$844K1
201Pasadena Private Wealth, LLC$833K1
202Linden Thomas Advisory Services, LLC$823K1
203US BANCORP \DE\$819K1
204Invst, LLC$813K1
205U.S. Capital Wealth Advisors, LLC$813K1
206STATE OF WISCONSIN INVESTMENT BOARD$792K1
207Summit Trail Advisors, LLC$780K1
208Private Advisor Group, LLC$765K1
209Metis Global Partners, LLC$741K1
210FEDERATED HERMES, INC.$737K1
211Swiss Life Asset Management Ltd$727K1
212GREAT LAKES ADVISORS, LLC$706K1
213OSAIC HOLDINGS, INC.$703K1
214ExodusPoint Capital Management, LP$694K1
215Financiere des Professionnels - Fonds d'investissement inc.$690K1
216BRASADA CAPITAL MANAGEMENT, LP$678K1
217Palo Duro Investment Partners, LP$658K1
218Wedmont Private Capital$656K1
219Gateway Wealth Partners, LLC$650K1
220Banque Transatlantique SA$644K1
221&PARTNERS$636K1
222COMMONWEALTH EQUITY SERVICES, LLC$610K1
223OPPENHEIMER & CO INC$584K1
224Western Wealth Management, LLC$579K1
225Walleye Trading LLC$579K1
226Empowered Funds, LLC$568K1
227BALYASNY ASSET MANAGEMENT L.P.$567K1
228Focus Partners Wealth$565K1
229SECURIAN ASSET MANAGEMENT, INC$557K1
230Sigma Planning Corp$550K1
231Squarepoint Ops LLC$547K1
232NewEdge Wealth, LLC$543K1
233KPP Advisory Services LLC$535K1
234Allianz Asset Management GmbH$520K1
235QRG CAPITAL MANAGEMENT, INC.$516K1
236Qtron Investments LLC$497K1
237Dynamic Technology Lab Private Ltd$485K1
238Parkside Financial Bank & Trust$481K1
239AMERICAN FINANCIAL GROUP INC$479K1
240Texas Yale Capital Corp.$479K1
241Hilltop Holdings Inc.$478K1
242SIGNATUREFD, LLC$477K1
243Moors & Cabot, Inc.$464K1
244Sequoia Financial Advisors, LLC$456K1
245CAPITAL ADVISORS INC/OK$445K1
246Tower Research Capital LLC (TRC)$436K1
247TRUIST FINANCIAL CORP$426K1
248Ameritas Advisory Services, LLC$426K1
249Bleakley Financial Group, LLC$422K1
250Callan Family Office, LLC$417K1
251SBI Securities Co., Ltd.$416K1
252Cornerstone Advisory, LLC$413K1
253CHOREO, LLC$413K1
254Utah Retirement Systems$410K1
255DnB Asset Management AS$405K1
256DIVIDEND ASSETS CAPITAL, LLC$400K1
257Legend Capital Advisors LLC$399K1
258PANAGORA ASSET MANAGEMENT INC$387K1
259Heronetta Management, L.P.$386K1
260Security National Bank$381K1
261Allworth Financial LP$380K1
262CHILDRESS CAPITAL ADVISORS, LLC$379K1
263SPROTT INC.$376K1
264Brooklyn Investment Group$376K1
265Aptus Capital Advisors, LLC$368K1
266Meeder Advisory Services, Inc.$360K1
267JANE STREET GROUP, LLC$359K1
268Baird Financial Group, Inc.$359K1
269SIMON QUICK ADVISORS, LLC$357K1
270CIBC Asset Management Inc$351K1
271Eurizon Capital SGR S.p.A.$349K1
272Retirement Planning Group, LLC$344K1
273M&T BANK CORP$340K1
274Comprehensive Money Management Services LLC$332K1
275Parallax Volatility Advisers, L.P.$331K1
276Advisor OS, LLC$329K1
277COMMERCE BANK$327K1
278PARK NATIONAL CORP /OH/$319K1
279Walleye Capital LLC$317K1
280WEXFORD CAPITAL LP$314K1
281BURNEY CO/$310K1
282Lombard Odier Asset Management (USA) Corp$308K1
283Sprinkle Financial Consultants LLC$308K1
284Polymer Capital Management (US) LLC$305K1
285COLDSTREAM CAPITAL MANAGEMENT INC$305K1
286CWM, LLC$303K1
287Leo Wealth, LLC$300K1
288HB Wealth Management, LLC$299K1
289SIMPLEX TRADING, LLC$288K1
290Wealthfront Advisers LLC$288K1
291SCS Capital Management LLC$287K1
292Diversified Trust Co$275K1
293World Investment Advisors$272K1
294KAHN BROTHERS GROUP INC$269K1
295SBI Okasan Asset Management Co.Ltd.$268K1
296O'SHAUGHNESSY ASSET MANAGEMENT, LLC$268K1
297Snowden Capital Advisors LLC$262K1
298Hardy Reed LLC$259K1
299Sterling Capital Management LLC$256K1
300BTG Pactual Asset Management US LLC$254K1
301KEYBANK NATIONAL ASSOCIATION/OH$253K1
302Empower Advisory Group, LLC$251K1
303Sowell Financial Services LLC$251K1
304SHELTON CAPITAL MANAGEMENT$250K1
305AIGEN INVESTMENT MANAGEMENT, LP$247K1
306Vestmark Advisory Solutions, Inc.$245K1
307New Age Alpha Advisors, LLC$243K1
308Spire Wealth Management$239K1
309State of Wyoming$239K1
310MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC$236K1
311Convergence Financial, LLC$235K1
312Arrow Investment Advisors, LLC$232K1
313Ariadne Wealth Management, LP$230K1
314Merit Financial Group, LLC$227K1
315Tannin Capital LLC$224K1
316North Dakota State Investment Board$223K1
317Laird Norton Wetherby Trust Company, LLC$223K1
318Garde Capital, Inc.$218K1
319Vise Technologies, Inc.$217K1
320GC Wealth Management RIA, LLC$215K1
321Baron Wealth Management LLC$215K1
322Wealthcare Advisory Partners LLC$212K1
323ARISTEIA CAPITAL, L.L.C.$208K1
324Csenge Advisory Group$205K1
325Savant Capital, LLC$202K1
326CITADEL ADVISORS LLC$202K1
327BNP Paribas Asset Management Holding S.A.$196K1
328BankPlus Trust Department$195K1
329QUADRANT CAPITAL GROUP LLC$183K1
330WOLVERINE ASSET MANAGEMENT LLC$156K1
331Smartleaf Asset Management LLC$139K1
332Rockefeller Capital Management L.P.$114K1
333UMB Bank, n.a.$89.8K1
334NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$88.3K1
335Ancora Advisors LLC$88.1K1
336MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$83.2K1
337NOMURA ASSET MANAGEMENT CO LTD$61.6K1
338MCF Advisors LLC$54.6K1
339Blue Trust, Inc.$45.6K1
340CHILTON CAPITAL MANAGEMENT LLC$35.3K1
341Larson Financial Group LLC$30.7K1
342Clearstead Trust, LLC$30.4K1
343BARTLETT & CO. WEALTH MANAGEMENT LLC$24.6K1
344ROGCO, LP$22.2K1
345Arax Advisory Partners$18.9K1
346Kilter Group LLC$16.6K1
347CVA Family Office, LLC$16.4K1
348Private Wealth Management Group, LLC$16.2K1
349THRIVENT FINANCIAL FOR LUTHERANS$16.2K1
350Sunrise Financial Services, LLC$16.0K1
351Bell Investment Advisors, Inc$13.9K1
352JFS WEALTH ADVISORS, LLC$13.8K1
353Pinnacle Wealth Planning Services, Inc.$13.7K1
354Mitsubishi UFJ Asset Management Co., Ltd.$13.5K1
355BROWN, LISLE/CUMMINGS, INC.$13.3K1
356Atlantic Union Bankshares Corp$12.7K1
357KELLEHER FINANCIAL ADVISORS$12.0K1
358Triumph Capital Management$11.4K1
359Annis Gardner Whiting Capital Advisors, LLC$11.4K1
360Aster Capital Management (DIFC) Ltd$11.1K1
361Neo Ivy Capital Management$10.2K1
362KERR FINANCIAL PLANNING Corp$10.0K1
363CANADA LIFE ASSURANCE Co$10.0K1
364Bank & Trust Co$9.6K1
365ELEVATION WEALTH PARTNERS, LLC$8.4K1
366NEW YORK STATE TEACHERS RETIREMENT SYSTEM$7.8K1
367FARMERS & MERCHANTS INVESTMENTS INC$6.5K1
368FINANCIAL CONSULATE, INC$5.7K1
369ALGERT GLOBAL LLC$5.7K1
370Keating Financial Advisory Services, Inc.$5.7K1
371United Financial Planning Group LLC$5.1K1
372VISION FINANCIAL MARKETS LLC$4.9K1
373CENTRAL TRUST Co$4.8K1
374NATIXIS ADVISORS, LLC$4.8K1
375Hilltop National Bank$4.6K1
376BAYBAN$4.6K1
377Signature Equity Partners, LLC$4.4K1
378VAN ECK ASSOCIATES CORP$4.1K1
379Salomon & Ludwin, LLC$4.0K1
380Prestige Wealth Management Group LLC$3.8K1
381AMALGAMATED BANK$3.5K1
382Treasurer of the State of North Carolina$3.3K1
383PRIVATE TRUST CO NA$3.1K1
384Clearstead Advisors, LLC$3.1K1
385Caitong International Asset Management Co., Ltd$3.0K1
386SJS Investment Consulting Inc.$2.8K1
387NFSG Corp$2.7K1
388Rialto Wealth Management, LLC$2.6K1
389TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$2.4K1
390True Wealth Design, LLC$2.3K1
391MCGUIRE CAPITAL ADVISORS INC$1.7K1
392Marquette Asset Management, LLC$1.6K1
393Arlington Trust Co LLC$1.6K1
394NEW MEXICO EDUCATIONAL RETIREMENT BOARD$1.6K1
395Valued Wealth Advisors LLC$1.4K1
396State of Alaska, Department of Revenue$1.4K1
397Cromwell Holdings LLC$1.3K1
398WPG Advisers, LLC$1.3K1
399PARK AVENUE SECURITIES LLC$1.1K1
400Sachetta, LLC$9811
401PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$8031
402BOSTON FAMILY OFFICE LLC$7981
403Vermillion Wealth Management, Inc.$7981
404HFM Investment Advisors, LLC$7981
405SouthState Bank Corp$7071
406S&T BANK/PA$5931
407Vestcor Inc$4901
408Rakuten Securities, Inc.$4561
409Investors Portfolio Services LLC$3871
410Transamerica Financial Advisors, LLC$3421
411KBC Group NV$2751
412MV CAPITAL MANAGEMENT, INC.$2741
413Bayforest Capital Ltd$911
414TFC Financial Management, Inc.$461
415First PREMIER Bank$131
416Harvest Fund Management Co., Ltd$111
417VALLEY NATIONAL ADVISERS INC$91
418Capital Advisors, Ltd. LLC$81
419Avion Wealth$21
420Liberty Mutual Group Asset Management Inc.$01
421BANK OF NOVA SCOTIA— value not disclosed1
422CHASE INVESTMENT COUNSEL CORP— value not disclosed1
423Jefferies Financial Group Inc.— value not disclosed1
424VANGUARD GROUP INC— value not disclosed1
425HARBOUR INVESTMENTS, INC.— value not disclosed1
426Brandywine Global Investment Management, LLC— value not disclosed1
427COMERICA BANK— value not disclosed1
428SIG BROKERAGE, LP— value not disclosed1
429HUSSMAN STRATEGIC ADVISORS, INC.— value not disclosed1
430MILLENNIUM MANAGEMENT LLC— value not disclosed1
431NATIXIS— value not disclosed1
432TORTOISE CAPITAL ADVISORS, L.L.C.— value not disclosed1
433CIBC Private Wealth Group LLC— value not disclosed1
434Cadence Bank— value not disclosed1
435NORGES BANK— value not disclosed1
436SIR Capital Management, L.P.— value not disclosed1
437OXFORD ASSET MANAGEMENT LLP— value not disclosed1
438SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC— value not disclosed1
439IMC-Chicago, LLC— value not disclosed1
440Verition Fund Management LLC— value not disclosed1
441B. Riley Wealth Advisors, Inc.— value not disclosed1
442TWO SIGMA ADVISERS, LP— value not disclosed1
443MIRABELLA FINANCIAL SERVICES LLP— value not disclosed1
444Battery Global Advisors, LLC— value not disclosed1
445Friedenthal Financial— value not disclosed1
446Long Focus Capital Management, LLC— value not disclosed1
447Point72 Asset Management, L.P.— value not disclosed1
448Versor Investments LP— value not disclosed1
449DV Trading LLC— value not disclosed1
450Global Retirement Partners, LLC— value not disclosed1
451Qsemble Capital Management, LP— value not disclosed1
452TWINBEECH CAPITAL LP— value not disclosed1
453Y-Intercept (Hong Kong) Ltd— value not disclosed1
454Cinctive Capital Management LP— value not disclosed1
455Recurrent Investment Advisors LLC— value not disclosed1
456HUB Investment Partners, LLC— value not disclosed1
457TUCKER ASSET MANAGEMENT LLC— value not disclosed1
458Activest Wealth Management— value not disclosed1
459AlphaQuest LLC— value not disclosed1
460Forum Financial Management, LP— value not disclosed1
461SageView Advisory Group, LLC— value not disclosed1
462TRANSATLANTIQUE PRIVATE WEALTH LLC— value not disclosed1
463Dunhill Financial, LLC— value not disclosed1
464Stephens Consulting, LLC— value not disclosed1
465SHERBROOKE PARK ADVISERS LLC— value not disclosed1
466PFG Investments, LLC— value not disclosed1
467Compound Planning, Inc.— value not disclosed1
468Second Line Capital, LLC— value not disclosed1
469Turning Point Benefit Group, Inc.— value not disclosed1
470Jain Global LLC— value not disclosed1
471Corigliano Investment Advisers, LLC— value not disclosed1
472OPTIMA CAPITAL LLC— value not disclosed1
473Turas Capital Management LP— value not disclosed1
474Quattro Advisors LLC— value not disclosed1
Truncated by Public Filings. Every one of the 420 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 (the full holders view shows them), 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)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 AM

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for AM · financials and macro

Financials — as filed PLANNED

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