Public record / Tickers / AN

AN — AUTONATION, INC.†

Both disclosure regimes on one name: who in Congress filed about AN, 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
13
all PTR rows naming AN
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
10-13
filed 2018-10-13
13F holders
486
top-486 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

Thomas J. Rooney · $15.0K–$50.0K

SELL · traded 2018-09-20 → filed 2018-10-13. Ranked over every AN row by the provable lower bound, never a point estimate.

No member disclosed AN 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 AN 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 AN · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning AN
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2018-10-13Thomas J. Rooney R–FL-17SELL partial (partial sale)Traded 09-20 +23d$15K–$50K
2018-02-15Thomas J. Rooney R–FL-17SELLTraded 01-12 +34d$1K–$15K
2017-07-14Thomas J. Rooney R–FL-17BUYTraded 06-14 +30d$1K–$15K
2017-06-14Thomas J. Rooney R–FL-17SELLTraded 05-15 +30d$1K–$15K
2017-01-24Thomas J. Rooney R–FL-17BUYTraded 2016-12-12 +43d$15K–$50K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 13 ↗

Members active in AN

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

No member disclosed AN in the trailing 12 months.

Congress ↔ notable managers · AN

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 · AUTONATION INC

Merged timeline of congressional filings and notable-manager moves on AN
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+46,844 sh
2026-05-15Bridgewater Associates 13FNEW+6,207 sh
2026-05-14Caxton Associates 13FNEW+6,501 sh

3 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 AN for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$477M1
2Brave Warrior Advisors, LLC$302M1
3DIMENSIONAL FUND ADVISORS LP$289M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$284M1
5VANGUARD CAPITAL MANAGEMENT LLC$274M1
6Alyeska Investment Group, L.P.$174M1
7STATE STREET CORP$173M1
8AQR CAPITAL MANAGEMENT LLC$160M1
9Invesco Ltd.$147M1
10GEODE CAPITAL MANAGEMENT, LLC$97.7M1
11MORGAN STANLEY$95.1M1
12FMR LLC$75.7M1
13ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$74.9M1
14LYRICAL ASSET MANAGEMENT LP$73.4M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$67.3M1
16Simcoe Capital Management, LLC$57.6M1
17NORTHERN TRUST CORP$49.1M1
18Gotham Asset Management, LLC$46.4M1
19HORIZON KINETICS ASSET MANAGEMENT LLC$43.9M1
20D. E. Shaw & Co., Inc.$39.7M1
21Nuveen, LLC$39.3M1
22Bank of New York Mellon Corp$38.8M1
23BANK OF AMERICA CORP /DE/$37.9M1
24ADAGE CAPITAL PARTNERS GP, L.L.C.$34.2M1
25PRUDENTIAL FINANCIAL INC$34.0M1
26WEDGE CAPITAL MANAGEMENT L L P/NC$33.8M1
27VANGUARD FIDUCIARY TRUST CO$32.7M1
28FULLER & THALER ASSET MANAGEMENT, INC.$29.2M1
29Allianz Asset Management GmbH$27.2M1
30AMERICAN CENTURY COMPANIES INC$26.7M1
31AMERIPRISE FINANCIAL INC$25.6M1
32Quantinno Capital Management LP$21.0M1
33Squarepoint Ops LLC$20.4M1
34UBS Group AG$20.0M1
35RENAISSANCE TECHNOLOGIES LLC$17.9M1
36UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$17.7M1
37FRANKLIN RESOURCES INC$16.7M1
38RHUMBLINE ADVISERS$16.1M1
39VOLORIDGE INVESTMENT MANAGEMENT, LLC$15.7M1
40PRIVATE MANAGEMENT GROUP INC$15.3M1
41LPL Financial LLC$14.5M1
42Retirement Systems of Alabama$14.4M1
43Holocene Advisors, LP$14.1M1
44STIFEL FINANCIAL CORP$13.1M1
45Mitsubishi UFJ Trust & Banking Corp$13.1M1
46HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$13.0M1
47ALLIANCEBERNSTEIN L.P.$12.9M1
48TWO SIGMA INVESTMENTS, LP$12.6M1
49CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$11.4M1
50PRINCIPAL FINANCIAL GROUP INC$11.4M1
51Mountain Lake Investment Management LLC$11.0M1
52Edgestream Partners, L.P.$10.5M1
53Swiss National Bank$10.4M1
54SEI INVESTMENTS CO$10.3M1
55BARCLAYS PLC$10.3M1
56DEUTSCHE BANK AG\$9.9M1
57Candriam S.C.A.$9.2M1
58Legal & General Group Plc$9.1M1
59INVESTMENT HOUSE LLC$8.9M1
60Amundi$8.2M1
61STATE OF WISCONSIN INVESTMENT BOARD$8.2M1
62XTX Topco Ltd$8.2M1
63Trexquant Investment LP$7.9M1
64ExodusPoint Capital Management, LP$7.6M1
65STOREBRAND ASSET MANAGEMENT AS$7.0M1
66Susquehanna Portfolio Strategies, LLC$6.9M1
67FIRST TRUST ADVISORS LP$6.8M1
68RAYMOND JAMES FINANCIAL INC$6.8M1
69Assenagon Asset Management S.A.$6.2M1
70FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$5.6M1
71Numerai GP LLC$5.6M1
72MERCER GLOBAL ADVISORS INC /ADV$5.6M1
73Quantbot Technologies LP$5.3M1
74Livforsakringsbolaget Skandia, Omsesidigt$5.2M1
75JB Capital LLC$5.0M1
76PECAUT & CO.$5.0M1
77Engineers Gate Manager LP$4.9M1
78Voleon Capital Management LP$4.9M1
79WELLS FARGO & COMPANY/MN$4.7M1
80VANGUARD ASSET MANAGEMENT, Ltd$4.7M1
81CITADEL ADVISORS LLC$4.7M1
82Inspire Investing, LLC$4.6M1
83Mariner, LLC$4.5M1
84LAZARD ASSET MANAGEMENT LLC$4.5M1
85Universal- Beteiligungs- und Servicegesellschaft mbH$4.5M1
86Aquatic Capital Management LLC$4.4M1
87STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$4.3M1
88FIFTH THIRD BANCORP$4.3M1
89Corient Private Wealth LLC$4.2M1
90CONSCIOUS WEALTH INVESTMENTS, LLC$4.2M1
91Dana Investment Advisors, Inc.$4.1M1
92CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$4.1M1
93INTECH INVESTMENT MANAGEMENT LLC$4.1M1
94JANE STREET GROUP, LLC$4.1M1
95Grove Bank & Trust$3.9M1
96Garner Asset Management Corp$3.8M1
97Vanguard Global Advisers, LLC$3.8M1
98Prosperitas Financial LLC$3.8M1
99MILLENNIUM MANAGEMENT LLC$3.7M1
100EVOLVE PRIVATE WEALTH, LLC$3.7M1
101HITE Hedge Asset Management LLC$3.7M1
102MANUFACTURERS LIFE INSURANCE COMPANY, THE$3.7M1
103OpenArc Corporate Advisory, LLC$3.6M1
104CITIGROUP INC$3.6M1
105PEAK6 LLC$3.4M1
106CWM, LLC$3.3M1
107Quadrature Capital Ltd$3.3M1
108Rialto Wealth Management, LLC$3.2M1
109ROYAL BANK OF CANADA$3.1M1
110PDT Partners, LLC$3.0M1
111O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.0M1
112IEQ CAPITAL, LLC$2.9M1
113SCOPUS ASSET MANAGEMENT, L.P.$2.9M1
114BAYPOINTE PARTNERS LLC$2.9M1
115Cerity Partners LLC$2.9M1
116CIBC WORLD MARKET INC.$2.8M1
117VISION FINANCIAL MARKETS LLC$2.8M1
118Creative Planning$2.8M1
119JACOBS LEVY EQUITY MANAGEMENT, INC$2.8M1
120MetLife Investment Management, LLC$2.5M1
121WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.5M1
122Resolute Capital Asset Partners LLC$2.4M1
123Grantham, Mayo, Van Otterloo & Co. LLC$2.4M1
124Pathstone Holdings, LLC$2.4M1
125Janus Henderson Group Ltd.$2.4M1
126Boston Partners$2.4M1
127Advisors Preferred, LLC$2.3M1
128State of New Jersey Common Pension Fund D$2.2M1
129QRG CAPITAL MANAGEMENT, INC.$2.2M1
130Mork Capital Management, LLC$2.1M1
131NEW YORK STATE COMMON RETIREMENT FUND$2.1M1
132TEACHER RETIREMENT SYSTEM OF TEXAS$2.0M1
133STEPHENS INC /AR/$2.0M1
134NISA INVESTMENT ADVISORS, LLC$2.0M1
135Illinois Municipal Retirement Fund$2.0M1
136Institute for Wealth Management, LLC.$2.0M1
137RITHOLTZ WEALTH MANAGEMENT$2.0M1
138LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2.0M1
139MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.9M1
140Zurcher Kantonalbank (Zurich Cantonalbank)$1.9M1
141OSAIC HOLDINGS, INC.$1.9M1
142Point72 Asset Management, L.P.$1.8M1
143AXQ CAPITAL, LP$1.8M1
144Elser Financial Planning, Inc$1.7M1
145IVC Wealth Advisors LLC$1.7M1
146Focus Partners Wealth$1.7M1
147PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$1.6M1
148YOUSIF CAPITAL MANAGEMENT, LLC$1.6M1
149Jefferies Financial Group Inc.$1.6M1
150COMMONWEALTH EQUITY SERVICES, LLC$1.6M1
151Kendall Capital Management$1.6M1
152ENVESTNET ASSET MANAGEMENT INC$1.5M1
153Greenland Capital Management LP$1.5M1
154KLP KAPITALFORVALTNING AS$1.5M1
155CIBC Bancorp USA Inc.$1.5M1
156Arizona State Retirement System$1.4M1
157Summit Trail Advisors, LLC$1.4M1
158Cetera Investment Advisers$1.4M1
159Glenview Trust Co$1.4M1
160Man Group plc$1.4M1
161Vanguard Investments Australia, Ltd.$1.3M1
162LECAP ASSET MANAGEMENT LTD$1.3M1
163Baird Financial Group, Inc.$1.3M1
164Concurrent Investment Advisors, LLC$1.3M1
165FORA Capital, LLC$1.3M1
166COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.3M1
167CAXTON ASSOCIATES LLP$1.3M1
168Merit Financial Group, LLC$1.3M1
169GUGGENHEIM CAPITAL LLC$1.3M1
170KESTRA PRIVATE WEALTH SERVICES, LLC$1.2M1
171STATE OF MICHIGAN RETIREMENT SYSTEM$1.2M1
172Bridgewater Associates, LP$1.2M1
173Havemeyer Place LP$1.2M1
174Quantum Portfolio Management LLC$1.2M1
175PARADIGM ASSET MANAGEMENT CO LLC$1.2M1
17644 WEALTH MANAGEMENT LLC$1.1M1
177NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.1M1
178&PARTNERS$1.1M1
179Factorial Partners, LLC$1.1M1
180Kestra Advisory Services, LLC$1.1M1
181MML INVESTORS SERVICES, LLC$1.1M1
182HighTower Advisors, LLC$1.1M1
183Vanguard Personalized Indexing Management, LLC$1.1M1
184OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.1M1
185Dynasty Wealth Management, LLC$1.0M1
186Allworth Financial LP$1.0M1
187Marshall Financial Group, LLC$1.0M1
188SANDERS MORRIS HARRIS LLC$976K1
189Ameritas Investment Partners, Inc.$936K1
190Crewe Advisors LLC$930K1
191Focus Partners Advisor Solutions, LLC$928K1
192Sivia Capital Partners, LLC$927K1
193Callan Family Office, LLC$905K1
194BANK OF MONTREAL /CAN/$889K1
195Equitable Holdings, Inc.$886K1
196CANADA PENSION PLAN INVESTMENT BOARD$879K1
197NorthCrest Asset Manangement, LLC$849K1
198VARCOV Co.$843K1
199Financial Strategies Group, Inc.$837K1
200NorthRock Partners, LLC$832K1
201R Squared Ltd$828K1
202SAGESPRING WEALTH PARTNERS, LLC$825K1
203Pictet Asset Management Holding SA$823K1
204VISIONARY HORIZONS, LLC$817K1
205Perpetual Ltd$804K1
206VICTORY CAPITAL MANAGEMENT INC$799K1
207M&T BANK CORP$793K1
208Verition Fund Management LLC$767K1
209denkapparat Operations GmbH$739K1
210CSS LLC/IL$733K1
211Blue Trust, Inc.$728K1
212Index Technologies Group LLC$703K1
213Mutual Advisors, LLC$700K1
214Savant Capital, LLC$678K1
215Ethic Inc.$676K1
216Empowered Funds, LLC$670K1
217Strengthening Families & Communities, LLC$662K1
218NEW YORK LIFE INVESTMENT MANAGEMENT LLC$661K1
219Optimize Financial Inc$649K1
220BLAIR WILLIAM & CO/IL$646K1
221XPONANCE LLC$640K1
222ISLAY CAPITAL MANAGEMENT, LLC$639K1
223OP Asset Management Ltd$635K1
224Pallas Capital Advisors LLC$632K1
225TRUIST FINANCIAL CORP$584K1
226Machina Capital S.A.S.$562K1
227TBH Global Asset Management, LLC$557K1
228Blueshift Asset Management, LLC$536K1
229Rockefeller Capital Management L.P.$530K1
230HIGHLAND CAPITAL MANAGEMENT, LLC$525K1
231OPPENHEIMER ASSET MANAGEMENT INC.$523K1
232Tidal Investments LLC$506K1
233Compton Wealth Advisory Group, LLC$498K1
234MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$498K1
235BOOTHBAY FUND MANAGEMENT, LLC$494K1
236Crumly & Associates Inc.$476K1
237Legacy Advisory Services, LLC$473K1
238MITCHELL SINKLER & STARR/PA$473K1
239VOYA INVESTMENT MANAGEMENT LLC$467K1
240Crossmark Global Holdings, Inc.$465K1
241NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$464K1
242OCCUDO QUANTITATIVE STRATEGIES LP$460K1
243Vident Advisory, LLC$460K1
244OLD NATIONAL BANCORP /IN/$459K1
245INCEPTIONR LLC$458K1
246Evercore Wealth Management, LLC$434K1
247Larson Financial Group LLC$433K1
248Lido Advisors, LLC$432K1
249MQS Management LLC$423K1
250Quadrant Private Wealth Management, LLC$420K1
251Chicago Partners Investment Group LLC$420K1
252Prospera Financial Services Inc$400K1
253Dorsey & Whitney Trust CO LLC$394K1
254Mach-1 Financial Group, LLC$381K1
255Bull Harbor Capital LLC$381K1
256Ashton Thomas Private Wealth, LLC$375K1
257Federation des caisses Desjardins du Quebec$375K1
258SECURIAN ASSET MANAGEMENT, INC$370K1
259CHOREO, LLC$360K1
260Ensign Peak Advisors, Inc$354K1
261HSBC HOLDINGS PLC$343K1
262Abacus Planning Group, Inc.$335K1
263PANAGORA ASSET MANAGEMENT INC$333K1
264Schonfeld Strategic Advisors LLC$332K1
265Independent Advisor Alliance$331K1
266Qsemble Capital Management, LP$330K1
267Rafferty Asset Management, LLC$330K1
268Marathon Mission, Inc.$328K1
269Advisor Resource Council$326K1
270Swiss Life Asset Management Ltd$325K1
271SIGNATUREFD, LLC$323K1
272Krilogy Financial LLC$321K1
273Retirement Planning Group, LLC$319K1
274Central Pacific Bank - Trust Division$312K1
275DnB Asset Management AS$306K1
276EVERGREEN CAPITAL MANAGEMENT LLC$305K1
277Leisure Capital Management$300K1
278Deseret Mutual Benefit Administrators$300K1
279Kera Capital Partners, Inc.$299K1
280Verdence Capital Advisors LLC$293K1
281SILVERLAKE WEALTH MANAGEMENT LLC$293K1
282Vise Technologies, Inc.$287K1
283Utah Retirement Systems$284K1
284Inscription Capital, LLC$275K1
285Baker Ellis Asset Management LLC$273K1
286FEDERATED HERMES, INC.$270K1
287MORRIS FINANCIAL CONCEPTS, INC.$270K1
288CenterBook Partners LP$269K1
289UNITED CAPITAL FINANCIAL ADVISORS, LLC$266K1
290Optas, LLC$266K1
291Pictet North America Advisors SA$258K1
292Leonteq Securities AG$256K1
293DV Trading LLC$247K1
294FIRST NATIONAL TRUST CO$245K1
295HB Wealth Management, LLC$245K1
296COLDSTREAM CAPITAL MANAGEMENT INC$244K1
297SUSQUEHANNA INTERNATIONAL GROUP, LLP$242K1
298BTG Pactual Asset Management US LLC$240K1
299McLean Asset Management Corp$240K1
300Laird Norton Wetherby Trust Company, LLC$240K1
301WEXFORD CAPITAL LP$239K1
302Private Advisor Group, LLC$237K1
303Apollon Wealth Management, LLC$237K1
304US BANCORP \DE\$237K1
305SPWM Advisors LLC$236K1
306Arax Advisory Partners$234K1
307Maryland State Retirement & Pension System$232K1
308Aristides Capital LLC$229K1
309Kenora Financial, LLC$228K1
310Cambria Investment Management, L.P.$227K1
311CIBC Asset Management Inc$227K1
312Integrated Advisors Network LLC$227K1
313COMMERCE BANK$225K1
314Manchester Capital Management LLC$224K1
315Wedmont Private Capital$215K1
316Prosperity Consulting Group, LLC$210K1
317Modera Wealth Management, LLC$210K1
318Orion Porfolio Solutions, LLC$208K1
319Tower Research Capital LLC (TRC)$205K1
320ProShare Advisors LLC$204K1
321LANDAAS & CO /WI /ADV$201K1
322Caprock Group, LLC$201K1
323TD Waterhouse Canada Inc.$196K1
324MAI Capital Management$191K1
325NOMURA ASSET MANAGEMENT CO LTD$180K1
326Sterling Capital Management LLC$174K1
327UMB Bank, n.a.$157K1
328EXCHANGE TRADED CONCEPTS, LLC$150K1
329BFSG, LLC$129K1
330BNP Paribas Asset Management Holding S.A.$120K1
331LSV ASSET MANAGEMENT$97.2K1
332True Wealth Design, LLC$91.4K1
333Pinnacle Wealth Planning Services, Inc.$87.5K1
334QUADRANT CAPITAL GROUP LLC$66.0K1
335Reyes Financial Architecture, Inc.$66.0K1
336Migdal Insurance & Financial Holdings Ltd.$55.5K1
337Smartleaf Asset Management LLC$50.7K1
338Curat Global, LLC$43.0K1
339CVA Family Office, LLC$32.8K1
340HM PAYSON & CO$27.3K1
341Heritage Wealth Advisors$26.9K1
342Wilmington Savings Fund Society, FSB$26.6K1
343Parkside Financial Bank & Trust$21.7K1
344BROWN, LISLE/CUMMINGS, INC.$19.5K1
345Financial Perspectives, Inc$19.5K1
346Private Wealth Management Group, LLC$19.1K1
347Bell Investment Advisors, Inc$16.8K1
348PRIVATE TRUST CO NA$15.2K1
349BARTLETT & CO. WEALTH MANAGEMENT LLC$15.0K1
350JFS WEALTH ADVISORS, LLC$14.6K1
351Provenance Wealth Advisors, LLC$14.6K1
352HRT FINANCIAL LP$14.3K1
353Coastline Trust Co$12.7K1
354Rakuten Securities, Inc.$11.7K1
355WPG Advisers, LLC$9.8K1
356SIMPLEX TRADING, LLC$9.4K1
357ELEVATION WEALTH PARTNERS, LLC$8.8K1
358Steward Partners Investment Advisory, LLC$8.6K1
359Keating Financial Advisory Services, Inc.$8.6K1
360SJS Investment Consulting Inc.$8.4K1
361Pinnacle Bancorp, Inc.$8.4K1
362South Dakota Investment Council$8.0K1
363GROUP ONE TRADING LLC$6.8K1
364MANNING & NAPIER ADVISORS LLC$6.2K1
365Owl Creek Wealth Partners LLC$6.1K1
366Jackson, Grant Investment Advisers, Inc.$6.1K1
367NEW YORK STATE TEACHERS RETIREMENT SYSTEM$5.7K1
368AMERIFLEX GROUP, INC.$5.5K1
369ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$4.9K1
370Transamerica Financial Advisors, LLC$4.5K1
371WealthCollab, LLC$3.9K1
372Mitsubishi UFJ Asset Management Co., Ltd.$3.9K1
373FOSTER & MOTLEY INC$3.6K1
374CANADA LIFE ASSURANCE Co$3.4K1
375GSA CAPITAL PARTNERS LLP$3.3K1
376MidFirst Bank$3.3K1
377Medallion Wealth Advisors, LLC$3.3K1
378DiNuzzo Private Wealth, Inc.$2.7K1
379Cunning Capital Partners, LP$2.5K1
380KBC Group NV$2.4K1
381AMALGAMATED BANK$2.4K1
382Treasurer of the State of North Carolina$2.2K1
383Clearstead Advisors, LLC$2.1K1
384Marquette Asset Management, LLC$2.1K1
385Valued Wealth Advisors LLC$2.1K1
386Retirement Wealth Solutions LLC$2.1K1
387TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.8K1
388Vanguard National Trust Co$1.4K1
389Signature Equity Partners, LLC$1.4K1
390THRIVENT FINANCIAL FOR LUTHERANS$1.2K1
391ASSETMARK, INC$1.2K1
392Cromwell Holdings LLC$1.2K1
393Sachetta, LLC$1.2K1
394Redwood Investment Management, LLC$1.0K1
395JPL Wealth Management, LLC$9781
396TFC Financial Management, Inc.$7821
397HFM Investment Advisors, LLC$7811
398Vermillion Wealth Management, Inc.$5861
399Physician Wealth Advisors, Inc.$5861
400Vestcor Inc$5431
401State of Alaska, Department of Revenue$5071
402PEAPACK GLADSTONE FINANCIAL CORP$5021
403PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$4821
404SHP Wealth Management$3911
405Kentucky Retirement Systems$2651
406GHP Investment Advisors, Inc.$1961
407Employees Retirement System of Texas$431
408Penserra Capital Management LLC$291
409Matrix Trust Co$211
410CX Institutional$31
411Avion Wealth$01
412Activest Wealth Management$01
413BANK OF NOVA SCOTIA— value not disclosed1
414CENTRAL TRUST Co— value not disclosed1
415VANGUARD GROUP INC— value not disclosed1
416Tweedy, Browne Co LLC— value not disclosed1
417Brandywine Global Investment Management, LLC— value not disclosed1
418FULTON BANK, N.A.— value not disclosed1
419COMERICA BANK— value not disclosed1
420TORONTO DOMINION BANK— value not disclosed1
421SCHRODER INVESTMENT MANAGEMENT GROUP— value not disclosed1
422EASTERN BANK— value not disclosed1
423TRUST CO OF VERMONT— value not disclosed1
424DENALI ADVISORS LLC— value not disclosed1
425HUSSMAN STRATEGIC ADVISORS, INC.— value not disclosed1
426BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
427TOWLE & CO— value not disclosed1
428NATIXIS— value not disclosed1
429ALGERT GLOBAL LLC— value not disclosed1
430CIBC Private Wealth Group LLC— value not disclosed1
431NORGES BANK— value not disclosed1
432PRELUDE CAPITAL MANAGEMENT, LLC— value not disclosed1
433J. Goldman & Co LP— value not disclosed1
434SAMLYN CAPITAL, LLC— value not disclosed1
435Baker Avenue Asset Management, LP— value not disclosed1
436DRW Securities, LLC— value not disclosed1
437Lombard Odier Asset Management (USA) Corp— value not disclosed1
438Sequent Asset Management, LLC— value not disclosed1
439Empirical Financial Services, LLC d.b.a. Empirical Wealth Management— value not disclosed1
440Brevan Howard Capital Management LP— value not disclosed1
441Atria Investments, Inc— value not disclosed1
442MIRABELLA FINANCIAL SERVICES LLP— value not disclosed1
443EP Wealth Advisors, LLC— value not disclosed1
444Sequoia Financial Advisors, LLC— value not disclosed1
445Lighthouse Investment Partners, LLC— value not disclosed1
446WINTON GROUP Ltd— value not disclosed1
447Versor Investments LP— value not disclosed1
448Cottage Street Advisors LLC— value not disclosed1
449Covalis Capital LLP— value not disclosed1
450McIlrath & Eck, LLC— value not disclosed1
451Qube Research & Technologies Ltd— value not disclosed1
452180 WEALTH ADVISORS, LLC— value not disclosed1
453Howard Capital Management, LLC— value not disclosed1
454Global Retirement Partners, LLC— value not disclosed1
455Farringdon Capital, Ltd.— value not disclosed1
456Oak Thistle LLC— value not disclosed1
457Cynosure Group, LLC— value not disclosed1
458Wealthfront Advisers LLC— value not disclosed1
459Geneos Wealth Management Inc.— value not disclosed1
460Y-Intercept (Hong Kong) Ltd— value not disclosed1
461Brooklyn Investment Group— value not disclosed1
462Aaron Wealth Advisors LLC— value not disclosed1
463HUB Investment Partners, LLC— value not disclosed1
464Interchange Capital Partners, LLC— value not disclosed1
465EMC Capital Management— value not disclosed1
466Spire Wealth Management— value not disclosed1
467AlphaQuest LLC— value not disclosed1
468Allspring Global Investments Holdings, LLC— value not disclosed1
469Forum Financial Management, LP— value not disclosed1
470Nilsine Partners, LLC— value not disclosed1
471SageView Advisory Group, LLC— value not disclosed1
472Signature Resources Capital Management, LLC— value not disclosed1
473Dunhill Financial, LLC— value not disclosed1
474Caitong International Asset Management Co., Ltd— value not disclosed1
475Quarry LP— value not disclosed1
476Moran Wealth Management, LLC— value not disclosed1
477Envestnet Portfolio Solutions, Inc.— value not disclosed1
478Savvy Advisors, Inc.— value not disclosed1
479Diversify Advisory Services, LLC— value not disclosed1
480Motiv8 Investments LLC— value not disclosed1
481Fieldview Capital Management, LLC— value not disclosed1
482Aster Capital Management (DIFC) Ltd— value not disclosed1
483Emmett Investment Management, LP— value not disclosed1
484Bayforest Capital Ltd— value not disclosed1
485North Dakota State Investment Board— value not disclosed1
486Lotus Technology Management, LP— value not disclosed1
Truncated by Public Filings. Every one of the 412 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)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 AN

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for AN · financials and macro

Financials — as filed PLANNED

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