Public record / Tickers / APG

APG — APi Group Corp†

Both disclosure regimes on one name: who in Congress filed about APG, 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
10
all PTR rows naming APG
Members · 12m
2
6 buys · 0 sells · by trade date
Latest PTR
09-10
filed 2026-09-10
13F holders
459
top-459 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

Markwayne Mullin · $15.0K–$50.0K

BUY · traded 2026-02-04 → filed 2026-03-02. Ranked over every APG row by the provable lower bound, never a point estimate.

2 members · 6 buys / 0 sells

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

10 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. 10 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING APG · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning APG
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-10Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 08-04 +37d$1K–$15K
2026-03-02Markwayne Mullin R–OKBUY JT (jointly owned)Traded 02-04 +26d$15K–$50K
2026-02-04Markwayne Mullin R–OKBUYTraded 01-05 +30d$15K–$50K
2026-02-04Markwayne Mullin R–OKBUY SP (spouse-owned)Traded 01-05 +30d$15K–$50K
2025-11-18Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 10-15 +34d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 10 ↗

Members active in APG

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing APG 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-313$3.0K to $45.0K2
Markwayne Mullin R–OK3$45.0K to $150K—

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

Congress ↔ notable managers · APG

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

Congress · last 90 days

Buyers
1 Gilbert Ray Cisneros, Jr. D–CA-31 $1K–$15K
Sellers
0 — —

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

Notable managers · quarter ended 2026-03-31

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · API GROUP CORP

Merged timeline of congressional filings and notable-manager moves on APG
DateWhoChangeSize
2026-09-10Gilbert Ray Cisneros, Jr. CongressBUY$1K–$15K
2026-05-15Gotham Asset Management 13FADD+437,201 sh
2026-05-15Viking Global Investors 13FTRIM−5,700,518 sh
2026-05-15Third Point 13FTRIM−970,000 sh
2026-05-15Bridgewater Associates 13FTRIM−25,352 sh
2026-05-15D1 Capital Partners 13FEXIT−2,204,600 sh
2026-05-14Caxton Associates 13FADD+28,578 sh

7 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 APG for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$1.4B1
2Janus Henderson Group Ltd.$947M1
3VANGUARD CAPITAL MANAGEMENT LLC$673M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$633M1
5Durable Capital Partners LP$599M1
6STATE STREET CORP$456M1
7GEODE CAPITAL MANAGEMENT, LLC$333M1
8Invesco Ltd.$265M1
9Artisan Partners Limited Partnership$257M1
10Findlay Park Partners LLP$242M1
11VIKING GLOBAL INVESTORS LP$237M1
12Pictet Asset Management Holding SA$219M1
13FMR LLC$205M1
14WESTFIELD CAPITAL MANAGEMENT CO LP$188M1
15Capital Research Global Investors$186M1
16MONTRUSCO BOLTON INVESTMENTS INC.$184M1
17Allspring Global Investments Holdings, LLC$154M1
18DIMENSIONAL FUND ADVISORS LP$151M1
19Clearbridge Investments, LLC$147M1
20Progeny 3, Inc.$143M1
21MORGAN STANLEY$130M1
22ROYAL LONDON ASSET MANAGEMENT LTD$124M1
23NORTHERN TRUST CORP$124M1
24UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$119M1
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC$119M1
26BANK OF AMERICA CORP /DE/$102M1
27Lionstone Capital Management LLC$100M1
28VANGUARD FIDUCIARY TRUST CO$95.7M1
29Third Point LLC$82.3M1
30Capital World Investors$75.8M1
31SCHWARTZ INVESTMENT COUNSEL INC$74.7M1
32WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$70.5M1
33Assenagon Asset Management S.A.$66.8M1
34Gates Capital Management, Inc.$64.8M1
35ADW Capital Management, LLC$60.1M1
36M.D. Sass, LLC$56.1M1
37TEACHER RETIREMENT SYSTEM OF TEXAS$55.0M1
38Spyglass Capital Management LLC$51.5M1
39ALLIANCEBERNSTEIN L.P.$49.2M1
40UBS Group AG$48.6M1
41Nuveen, LLC$46.9M1
42Qube Research & Technologies Ltd$46.3M1
43Swedbank AB$42.9M1
44Robeco Schweiz AG$42.5M1
45SEI INVESTMENTS CO$42.4M1
46PRINCIPAL FINANCIAL GROUP INC$34.7M1
47Retirement Systems of Alabama$32.7M1
48CITIGROUP INC$32.4M1
49Amundi$31.9M1
50LPL Financial LLC$31.9M1
51FIRST TRUST ADVISORS LP$31.4M1
52ENVESTNET ASSET MANAGEMENT INC$31.0M1
53One Madison Group LLC$30.4M1
54Gotham Asset Management, LLC$30.3M1
55CITADEL ADVISORS LLC$30.0M1
56CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$29.9M1
57Select Equity Group, L.P.$29.5M1
58ROYCE & ASSOCIATES LP$29.5M1
59Swiss National Bank$29.4M1
60CORSAIR CAPITAL MANAGEMENT, L.P.$28.7M1
61Schonfeld Strategic Advisors LLC$26.9M1
62ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$26.9M1
63BALYASNY ASSET MANAGEMENT L.P.$25.4M1
64Universal- Beteiligungs- und Servicegesellschaft mbH$25.2M1
65RAYMOND JAMES FINANCIAL INC$23.6M1
66Trexquant Investment LP$22.8M1
67Point72 Asset Management, L.P.$22.7M1
68AQR CAPITAL MANAGEMENT LLC$22.6M1
69FRONTIER CAPITAL MANAGEMENT CO LLC$22.2M1
70TD ASSET MANAGEMENT INC$21.6M1
71Legal & General Group Plc$20.8M1
72Aristotle Atlantic Partners, LLC$18.3M1
73KINGDON CAPITAL MANAGEMENT, L.L.C.$18.2M1
74Lansing Management LP$17.4M1
75Squarepoint Ops LLC$17.4M1
76Tidal Investments LLC$17.1M1
77JNBA Financial Advisors$17.0M1
78Artemis Investment Management LLP$15.4M1
79Sycale Advisors (NY) LLC$14.9M1
80Pelham Capital Ltd.$14.5M1
81BNP Paribas Asset Management Holding S.A.$14.4M1
82Focus Partners Wealth$14.2M1
83JUPITER ASSET MANAGEMENT LTD$13.8M1
84Lingotto Investment Management LLP$12.4M1
85OSAIC HOLDINGS, INC.$11.8M1
86VANGUARD ASSET MANAGEMENT, Ltd$11.6M1
87CREDIT AGRICOLE S A$11.4M1
88KIRR MARBACH & CO LLC /IN/$11.1M1
89VOLORIDGE INVESTMENT MANAGEMENT, LLC$10.7M1
90ROYAL BANK OF CANADA$10.7M1
91Allianz Asset Management GmbH$10.6M1
92MANUFACTURERS LIFE INSURANCE COMPANY, THE$10.5M1
93Oribel Capital Management, LP$10.2M1
94DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$10.2M1
95DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$10.1M1
96Cruiser Capital Advisors, LLC$9.8M1
97Cerity Partners LLC$9.2M1
98STRS OHIO$9.1M1
99RENAISSANCE TECHNOLOGIES LLC$8.9M1
100Taikang Asset Management (Hong Kong) Co Ltd$8.4M1
101TEMA ETFS LLC$8.4M1
102STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$8.2M1
103NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$8.2M1
104CASTLEARK MANAGEMENT LLC$8.1M1
105PRUDENTIAL FINANCIAL INC$7.9M1
106STATE OF WISCONSIN INVESTMENT BOARD$7.8M1
107MetLife Investment Management, LLC$7.6M1
108Cetera Investment Advisers$7.5M1
109Illinois Municipal Retirement Fund$7.3M1
110HSBC HOLDINGS PLC$7.3M1
111Norwood Investment Partners, LP$7.1M1
112OPPENHEIMER ASSET MANAGEMENT INC.$7.1M1
113Asset Management One Co., Ltd.$7.1M1
114Long Focus Capital Management, LLC$7.0M1
115WELLS FARGO & COMPANY/MN$6.8M1
116Qsemble Capital Management, LP$6.5M1
117Arrow Capital Management, LLC$6.5M1
118Sumitomo Mitsui DS Asset Management Company, Ltd$6.4M1
119Vanguard Global Advisers, LLC$6.2M1
120FIL Ltd$6.2M1
1212Xideas AG$6.2M1
122MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$6.0M1
123WOLVERINE ASSET MANAGEMENT LLC$5.9M1
124NEW YORK STATE COMMON RETIREMENT FUND$5.8M1
125OP Asset Management Ltd$5.6M1
126COMMONWEALTH EQUITY SERVICES, LLC$5.5M1
127JANE STREET GROUP, LLC$5.3M1
128Graham Capital Management, L.P.$5.2M1
129ExodusPoint Capital Management, LP$4.9M1
130Verdence Capital Advisors LLC$4.9M1
131Bridgewater Associates, LP$4.8M1
132State of New Jersey Common Pension Fund D$4.8M1
133FIFTH THIRD BANCORP$4.7M1
134FEDERATED HERMES, INC.$4.5M1
135Carmel Capital Partners, LLC$4.4M1
136D.A. DAVIDSON & CO.$4.4M1
137MML INVESTORS SERVICES, LLC$4.2M1
138RICE HALL JAMES & ASSOCIATES, LLC$4.1M1
139VOYA INVESTMENT MANAGEMENT LLC$4.1M1
140Arizona State Retirement System$4.1M1
141CHOREO, LLC$4.0M1
142Zurcher Kantonalbank (Zurich Cantonalbank)$4.0M1
143Vestmark Advisory Solutions, Inc.$3.9M1
144Aquatic Capital Management LLC$3.9M1
145COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.9M1
146UNTITLED INVESTMENTS LP$3.8M1
147Mariner, LLC$3.8M1
148MASSACHUSETTS FINANCIAL SERVICES CO /MA/$3.8M1
149Vanguard Investments Australia, Ltd.$3.7M1
150Man Group plc$3.7M1
151Creative Planning$3.6M1
152FRANKLIN RESOURCES INC$3.6M1
153Davidson Kahn Capital Management, LLC$3.5M1
154SaddleRock Capital Management LLC$3.5M1
155NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$3.5M1
156Quantinno Capital Management LP$3.4M1
157CAXTON ASSOCIATES LLP$3.4M1
158SEARLE & CO.$3.4M1
159Numerai GP LLC$3.3M1
160KLP KAPITALFORVALTNING AS$3.3M1
161OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.2M1
162Federation des caisses Desjardins du Quebec$3.2M1
163Empowered Funds, LLC$3.1M1
164Orion Porfolio Solutions, LLC$3.0M1
165WORLDQUANT MILLENNIUM ADVISORS LLC$3.0M1
166NFSG Corp$3.0M1
167Union Bancaire Privee, UBP SA$2.9M1
168CANADA PENSION PLAN INVESTMENT BOARD$2.9M1
169Lombard Odier Asset Management (Europe) Ltd$2.9M1
170NATIXIS$2.8M1
171WCM INVESTMENT MANAGEMENT, LLC$2.8M1
172Elo Mutual Pension Insurance Co$2.7M1
173DEUTSCHE BANK AG\$2.7M1
174TRUIST FINANCIAL CORP$2.7M1
175PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$2.7M1
176ACR Alpine Capital Research, LLC$2.7M1
177Consolidated Investment Group LLC$2.7M1
178Corient Private Wealth LLC$2.5M1
179Baird Financial Group, Inc.$2.5M1
180Diversified Trust Co$2.4M1
181AMERICAN CENTURY COMPANIES INC$2.4M1
182Callan Family Office, LLC$2.4M1
183Roundview Capital LLC$2.4M1
184Focus Financial Network, Inc.$2.4M1
185MAIRS & POWER INC$2.3M1
186Aperture Investors, LLC$2.2M1
187Richard Bernstein Advisors LLC$2.1M1
188SummitTX Capital, L.P.$2.1M1
189BOOTHBAY FUND MANAGEMENT, LLC$2.0M1
190XPONANCE LLC$1.9M1
191Ensign Peak Advisors, Inc$1.9M1
192Smartleaf Asset Management LLC$1.9M1
193IHT Wealth Management, LLC$1.9M1
194EAGLE ROCK INVESTMENT COMPANY, LLC$1.8M1
195Daiwa Securities Group Inc.$1.8M1
196TWINBEECH CAPITAL LP$1.8M1
197Engineers Gate Manager LP$1.8M1
198WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.7M1
199SCOTIA CAPITAL INC.$1.7M1
200CIBC Bancorp USA Inc.$1.7M1
201AZZAD ASSET MANAGEMENT INC /ADV$1.7M1
202XTX Topco Ltd$1.6M1
203Lombard Odier Asset Management (USA) Corp$1.6M1
204BANK OF MONTREAL /CAN/$1.6M1
205US BANCORP \DE\$1.6M1
206STIFEL FINANCIAL CORP$1.6M1
207MERCER GLOBAL ADVISORS INC /ADV$1.5M1
208CWM, LLC$1.5M1
209HighTower Advisors, LLC$1.5M1
210Wellington Grp LLC$1.5M1
211Brevan Howard Capital Management LP$1.4M1
212GUGGENHEIM CAPITAL LLC$1.4M1
213Swiss Life Asset Management Ltd$1.3M1
214M&T BANK CORP$1.2M1
215Vanguard Personalized Indexing Management, LLC$1.2M1
216CAPSTONE INVESTMENT ADVISORS, LLC$1.2M1
217Redhawk Wealth Advisors, Inc.$1.2M1
218SECURIAN ASSET MANAGEMENT, INC$1.1M1
219BRANT POINT INVESTMENT MANAGEMENT LLC$1.1M1
220HighVista Strategies LLC$1.1M1
221EntryPoint Capital, LLC$1.0M1
222NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.0M1
223Brookstone Capital Management$1.0M1
224BLAIR WILLIAM & CO/IL$991K1
225Gambit Capital Management, LLC$926K1
226Shay Capital LLC$868K1
227BDFS Capital LLC$831K1
228NorthRock Partners, LLC$817K1
229Summit Trail Advisors, LLC$790K1
230Robertson Stephens Wealth Management, LLC$785K1
231State of Wyoming$780K1
232Y-Intercept (Hong Kong) Ltd$772K1
233Utah Retirement Systems$769K1
234DnB Asset Management AS$765K1
235Arista Wealth Management, LLC$764K1
236Koshinski Asset Management, Inc.$756K1
237Vident Advisory, LLC$743K1
238Maryland State Retirement & Pension System$726K1
239Gaddis Premier Wealth Advisors LLC$717K1
240Private Advisor Group, LLC$689K1
241KEYBANK NATIONAL ASSOCIATION/OH$683K1
242Kestra Advisory Services, LLC$675K1
243Qtron Investments LLC$668K1
244NORDEN GROUP LLC$668K1
245Portside Wealth Group, LLC$665K1
246Freestone Grove Partners LP$659K1
247INTECH INVESTMENT MANAGEMENT LLC$657K1
248QUADRANT CAPITAL GROUP LLC$648K1
249ProShare Advisors LLC$623K1
250Centiva Capital, LP$623K1
251Yorktown Management & Research Co Inc$614K1
252Y.D. More Investments Ltd$603K1
253Tower Research Capital LLC (TRC)$599K1
254FOX RUN MANAGEMENT, L.L.C.$594K1
255Brooklyn Investment Group$578K1
256Atria Investments, Inc$578K1
257Advisor OS, LLC$572K1
258REGIONS FINANCIAL CORP$565K1
259Gibbs Wealth Management$554K1
260Cresset Asset Management, LLC$549K1
261Granite Investment Partners, LLC$533K1
262BCS Private Wealth Management, Inc.$533K1
263Western Wealth Management, LLC$520K1
264CIBC Asset Management Inc$519K1
265Abel Hall, LLC$508K1
266FIRST MANHATTAN CO. LLC.$501K1
267nVerses Capital, LLC$493K1
268Sovereign's Capital Management, LLC$489K1
269SHELTON CAPITAL MANAGEMENT$486K1
270PRELUDE CAPITAL MANAGEMENT, LLC$484K1
271Alyeska Investment Group, L.P.$483K1
272High Net Worth Advisory Group LLC$474K1
273NEW YORK LIFE INVESTMENT MANAGEMENT LLC$457K1
274COLDSTREAM CAPITAL MANAGEMENT INC$455K1
275&PARTNERS$445K1
276AIGEN INVESTMENT MANAGEMENT, LP$440K1
277North Dakota State Investment Board$436K1
278MQS Management LLC$434K1
279TWO SIGMA INVESTMENTS, LP$427K1
280Legacy Wealth Asset Management, LLC$426K1
281Concurrent Investment Advisors, LLC$420K1
282OneDigital Investment Advisors LLC$417K1
283Cynosure Group, LLC$415K1
284Triad Wealth Partners, LLC$415K1
285Bleakley Financial Group, LLC$412K1
286Wilmington Savings Fund Society, FSB$406K1
287ELWOOD CAPITAL PARTNERS LP$405K1
288Simplicity Wealth,LLC$398K1
289Bauman Advisory Group, LLC$398K1
290Curi Capital, LLC$397K1
291PROFUND ADVISORS LLC$389K1
292Storgate, LLC$387K1
293Emerald Investment Advisers, LLC$387K1
294Sequoia Financial Advisors, LLC$370K1
295Pathstone Holdings, LLC$368K1
296Meiji Yasuda Asset Management Co Ltd.$359K1
297Wedmont Private Capital$354K1
298Clearwave Capital, LLC$352K1
299SFMG, LLC$348K1
300QRG CAPITAL MANAGEMENT, INC.$342K1
301PERSONAL CFO SOLUTIONS, LLC$341K1
302Steward Partners Investment Advisory, LLC$334K1
303UNITED CAPITAL FINANCIAL ADVISORS, LLC$333K1
304SUSQUEHANNA INTERNATIONAL GROUP, LLP$325K1
305GWN SECURITIES INC.$322K1
306DRW Securities, LLC$322K1
307BURNEY CO/$317K1
308Machina Capital S.A.S.$314K1
309Chicago Partners Investment Group LLC$310K1
310PCM Encore, LLC$307K1
311ELEVATION POINT WEALTH PARTNERS, LLC$290K1
312Polymer Capital Management (US) LLC$288K1
313Gallagher Fiduciary Advisors, LLC$284K1
314BUFFALO BUSINESS & ESTATE SERVICES LTD$276K1
315MILLENNIUM MANAGEMENT LLC$276K1
316Wealthcare Advisory Partners LLC$271K1
317GATEWAY INVESTMENT ADVISERS LLC$271K1
318Avior Wealth Management, LLC$269K1
319EXCHANGE TRADED CONCEPTS, LLC$262K1
320DIVERSIFY WEALTH MANAGEMENT, LLC$262K1
321Freedom Financial Partners LLC$258K1
322FIDUCIARY TRUST CO$257K1
323Family Manage LLC$251K1
324GLENMEDE TRUST CO NA$250K1
325EVERGREEN CAPITAL MANAGEMENT LLC$244K1
326Eurizon Capital SGR S.p.A.$235K1
327Rehmann Capital Advisory Group$233K1
328BEESE FULMER INVESTMENT MANAGEMENT, INC.$232K1
329Blueshift Asset Management, LLC$225K1
330SALEM INVESTMENT COUNSELORS INC$221K1
331Envestnet Portfolio Solutions, Inc.$221K1
332Rafferty Asset Management, LLC$219K1
333MJP ASSOCIATES INC /ADV$211K1
334PACK Private Wealth, LLC$208K1
335STEPH & CO$207K1
336Vise Technologies, Inc.$205K1
337CLEAR WAVE WEALTH MANAGEMENT LLC$202K1
338SIGNATUREFD, LLC$201K1
339FOUNDATIONS INVESTMENT ADVISORS, LLC$201K1
340BIRCH FINANCIAL GROUP, LLC$201K1
341Caitong International Asset Management Co., Ltd$194K1
342MAI Capital Management$188K1
343Rockefeller Capital Management L.P.$188K1
344UMB Bank, n.a.$179K1
345Bayforest Capital Ltd$175K1
346SITTNER & NELSON, LLC$140K1
347Pinnacle Wealth Planning Services, Inc.$134K1
348Allworth Financial LP$104K1
349VEGA INVESTMENT SOLUTIONS$82.1K1
350NOMURA ASSET MANAGEMENT CO LTD$58.9K1
351Arax Advisory Partners$52.2K1
352ASSETMARK, INC$43.9K1
353Caitlin John, LLC$40.5K1
354EFG International AG$38.8K1
355Aster Capital Management (DIFC) Ltd$38.5K1
356GROUP ONE TRADING LLC$35.7K1
357ALGERT GLOBAL LLC$31.3K1
358True Wealth Design, LLC$28.7K1
359Mitsubishi UFJ Asset Management Co., Ltd.$25.6K1
360Larson Financial Group LLC$23.1K1
361Destiny Wealth Partners, LLC$21.3K1
362Physician Wealth Advisors, Inc.$21.2K1
363Financial Network Wealth Advisors LLC$18.2K1
364Marquette Asset Management, LLC$17.5K1
365DANSKE BANK A/S$16.2K1
366Owl Creek Wealth Partners LLC$15.5K1
367CONTRAVISORY INVESTMENT MANAGEMENT, INC.$15.0K1
368Acumen Wealth Advisors, LLC$13.8K1
369FARMERS & MERCHANTS INVESTMENTS INC$13.2K1
370Clark Wealth Partners$12.6K1
371Clearstead Advisors, LLC$12.2K1
372Kemnay Advisory Services Inc.$11.8K1
373Bell Investment Advisors, Inc$10.2K1
374CVA Family Office, LLC$10.0K1
375JFS WEALTH ADVISORS, LLC$10.0K1
376COUNTRY TRUST BANK$9.1K1
377CANADA LIFE ASSURANCE Co$9.0K1
378MEEDER ASSET MANAGEMENT INC$8.7K1
379Vermillion Wealth Management, Inc.$7.7K1
380NEW YORK STATE TEACHERS RETIREMENT SYSTEM$7.5K1
381Abound Wealth Management$6.9K1
382Treasurer of the State of North Carolina$6.2K1
383KBC Group NV$5.8K1
384CENTAURUS FINANCIAL, INC.$5.3K1
385CHASE INVESTMENT COUNSEL CORP$5.0K1
386WPG Advisers, LLC$4.9K1
387SJS Investment Consulting Inc.$4.7K1
388ALBION FINANCIAL GROUP /UT$4.6K1
389THRIVENT FINANCIAL FOR LUTHERANS$4.5K1
390Blue Trust, Inc.$3.8K1
391JPL Wealth Management, LLC$3.6K1
392South Dakota Investment Council$3.6K1
393Van Berkom & Associates Inc.$3.5K1
394HM PAYSON & CO$3.2K1
395Parkside Financial Bank & Trust$3.1K1
396Transamerica Financial Advisors, LLC$3.0K1
397Rialto Wealth Management, LLC$3.0K1
398HRT FINANCIAL LP$2.7K1
399BROWN, LISLE/CUMMINGS, INC.$2.7K1
400Cromwell Holdings LLC$2.4K1
401Private Wealth Management Group, LLC$2.3K1
402DiNuzzo Private Wealth, Inc.$2.1K1
403Manchester Capital Management LLC$2.1K1
404RMG Wealth Management LLC$1.7K1
405State of Alaska, Department of Revenue$1.6K1
406ELEVATION WEALTH PARTNERS, LLC$1.5K1
407SouthState Bank Corp$1.4K1
408HFM Investment Advisors, LLC$1.2K1
409SHP Wealth Management$1.1K1
410PARK AVENUE SECURITIES LLC$9901
411Vancity Investment Management Ltd$7891
412TopTier Wealth Management, LLC$6891
413Quaker Wealth Management, LLC$6491
414DecisionPoint Financial, LLC$5271
415CENTRAL TRUST Co$4461
416American Capital Advisory, LLC$4061
417Claret Asset Management Corp$2731
418GHP Investment Advisors, Inc.$1221
419MV CAPITAL MANAGEMENT, INC.$411
420Harel Insurance Investments & Financial Services Ltd.$211
421Capital Advisors, Ltd. LLC$01
422PRINCIPAL SECURITIES, INC.— value not disclosed1
423VANGUARD GROUP INC— value not disclosed1
424HARBOUR INVESTMENTS, INC.— value not disclosed1
425COMERICA BANK— value not disclosed1
426CIBC WORLD MARKETS CORP— value not disclosed1
427CIBC Private Wealth Group LLC— value not disclosed1
428NORGES BANK— value not disclosed1
429J.W. COLE ADVISORS, INC.— value not disclosed1
430Sigma Planning Corp— value not disclosed1
431Verition Fund Management LLC— value not disclosed1
432Permian Investment Partners, LP— value not disclosed1
433Voleon Capital Management LP— value not disclosed1
434Dynamic Technology Lab Private Ltd— value not disclosed1
435Twin Tree Management, LP— value not disclosed1
436WINTON GROUP Ltd— value not disclosed1
437USA FINANCIAL FORMULAS— value not disclosed1
438Redwood Investment Management, LLC— value not disclosed1
439Dynasty Wealth Management, LLC— value not disclosed1
440TOMS Capital Investment Management LP— value not disclosed1
441D1 Capital Partners L.P.— value not disclosed1
442Global Retirement Partners, LLC— value not disclosed1
443CERTUITY, LLC— value not disclosed1
444Inspire Advisors, LLC— value not disclosed1
445F/m Investments LLC— value not disclosed1
446DV EQUITIES, LLC— value not disclosed1
447Allegheny Financial Group— value not disclosed1
448Optiver Holding B.V.— value not disclosed1
449Activest Wealth Management— value not disclosed1
450AlphaQuest LLC— value not disclosed1
451Forum Financial Management, LP— value not disclosed1
452SageView Advisory Group, LLC— value not disclosed1
453Dunhill Financial, LLC— value not disclosed1
454Financiere des Professionnels - Fonds d'investissement inc.— value not disclosed1
455NEOS Investment Management LLC— value not disclosed1
456Rakuten Securities, Inc.— value not disclosed1
457Central Pacific Bank - Trust Division— value not disclosed1
458OPTIMA CAPITAL LLC— value not disclosed1
459Taproot Management LP— value not disclosed1
Truncated by Public Filings. Every one of the 421 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)6 buy / 0 sell
Congress net ($ bound)$48.0K to $195K
Filers net (actions)not in build
Filers net ($ 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 APG

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for APG · financials and macro

Financials — as filed PLANNED

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