Public record / Tickers / ASX

ASX — ASE Technology Holding Co., Ltd.†

Both disclosure regimes on one name: who in Congress filed about ASX, 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
4
all PTR rows naming ASX
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
10-05
filed 2025-10-05
13F holders
294
top-294 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

Sheri Biggs · $1.0K–$15.0K

SELL · traded 2025-03-18 → filed 2025-10-05. Ranked over every ASX row by the provable lower bound, never a point estimate.

No member disclosed ASX 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.

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

1 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. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING ASX · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ASX
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-05Sheri Biggs R–SC-3SELL SP (spouse-owned)Traded 03-18 LATE·201d$1K–$15K
2022-04-19John H. Rutherford R–FL-5SELLTraded 03-16 +34d$1K–$15K
2018-08-20John H. Rutherford R–FL-5BUYTraded 2017-08-14 LATE·371d$1K–$15K
2014-06-18Lois Frankel D–FL-22SELLTraded 06-12 +6d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 4 ↗

Members active in ASX

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

No member disclosed ASX in the trailing 12 months.

Congress ↔ notable managers · ASX

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

Adding
1 Bridgewater Associates $33.6M held
Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · ASE TECHNOLOGY HLDG CO LTD

Merged timeline of congressional filings and notable-manager moves on ASX
DateWhoChangeSize
2026-05-15Bridgewater Associates 13FNEW+1,547,859 sh

1 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 ASX for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$481M1
2LAZARD ASSET MANAGEMENT LLC$293M1
3UBS Group AG$201M1
4BANK OF AMERICA CORP /DE/$148M1
5MORGAN STANLEY$146M1
6AMERICAN CENTURY COMPANIES INC$126M1
7Rafferty Asset Management, LLC$77.6M1
8CITIGROUP INC$75.0M1
9JANE STREET GROUP, LLC$68.2M1
10HSBC HOLDINGS PLC$43.7M1
11ENVESTNET ASSET MANAGEMENT INC$43.3M1
12Creative Planning$41.1M1
13DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$38.9M1
14EARNEST PARTNERS LLC$37.5M1
15Point72 Asset Management, L.P.$36.3M1
16Bridgewater Associates, LP$33.6M1
17DIMENSIONAL FUND ADVISORS LP$30.3M1
18NORTHERN TRUST CORP$25.8M1
19WELLS FARGO & COMPANY/MN$25.2M1
20VANGUARD PORTFOLIO MANAGEMENT LLC$22.7M1
21SCHRODER INVESTMENT MANAGEMENT GROUP$22.4M1
22MILLENNIUM MANAGEMENT LLC$20.4M1
23MACKENZIE FINANCIAL CORP$17.8M1
24SEI INVESTMENTS CO$17.6M1
25DEUTSCHE BANK AG\$16.9M1
26Tidal Investments LLC$15.9M1
27NINE MASTS CAPITAL Ltd$15.9M1
28Quantinno Capital Management LP$12.8M1
29Vident Advisory, LLC$12.4M1
30Connor, Clark & Lunn Investment Management Ltd.$12.3M1
31Verition Fund Management LLC$12.0M1
32Capital Wealth Planning, LLC$11.5M1
33ROYAL BANK OF CANADA$10.9M1
34ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$10.4M1
35O'SHAUGHNESSY ASSET MANAGEMENT, LLC$9.7M1
36Polymer Capital Management (HK) LTD$9.6M1
37OPPENHEIMER ASSET MANAGEMENT INC.$9.5M1
38HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$8.9M1
39VOLORIDGE INVESTMENT MANAGEMENT, LLC$8.7M1
40Moran Wealth Management, LLC$8.4M1
41CITADEL ADVISORS LLC$8.3M1
42QUADRANT CAPITAL GROUP LLC$8.0M1
43Vanguard Personalized Indexing Management, LLC$8.0M1
44Man Group plc$7.6M1
45BALYASNY ASSET MANAGEMENT L.P.$7.2M1
46LPL Financial LLC$6.7M1
47NOMURA HOLDINGS INC$6.5M1
48Larson Financial Group LLC$6.4M1
49Laird Norton Wetherby Trust Company, LLC$6.4M1
50Amundi$6.2M1
51RAYMOND JAMES FINANCIAL INC$5.9M1
52Allianz Asset Management GmbH$5.8M1
53SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.7M1
54Mariner, LLC$5.3M1
55GUGGENHEIM CAPITAL LLC$5.2M1
56US BANCORP \DE\$5.2M1
57BANQUE PICTET & CIE SA$5.1M1
58DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$5.0M1
59FIRST TRUST ADVISORS LP$4.4M1
60Eurizon Capital SGR S.p.A.$4.2M1
61Arrowpoint Investment Partners (Singapore) Pte. Ltd.$3.9M1
62VANGUARD CAPITAL MANAGEMENT LLC$3.7M1
63Corient Private Wealth LLC$3.6M1
64BOOTHBAY FUND MANAGEMENT, LLC$3.5M1
65Legacy Wealth Asset Management, LLC$3.5M1
66Schonfeld Strategic Advisors LLC$3.5M1
67FMR LLC$3.4M1
68IEQ CAPITAL, LLC$3.4M1
69Cerity Partners LLC$3.3M1
70Orion Porfolio Solutions, LLC$3.3M1
71FLPUTNAM INVESTMENT MANAGEMENT CO$3.2M1
72Sequoia Financial Advisors, LLC$3.1M1
73BNP Paribas Asset Management Holding S.A.$3.0M1
74Cetera Investment Advisers$2.9M1
75Advisors Asset Management, Inc.$2.9M1
76STIFEL FINANCIAL CORP$2.8M1
77Aquatic Capital Management LLC$2.8M1
78Sanctuary Advisors, LLC$2.8M1
79Ballentine Partners, LLC$2.7M1
80TWO SIGMA INVESTMENTS, LP$2.6M1
81Invesco Ltd.$2.5M1
82PROFUND ADVISORS LLC$2.4M1
83Bank Pictet & Cie (Europe) AG$2.4M1
84Henshaw Capital LLC$2.4M1
85Pathstone Holdings, LLC$2.2M1
86NLB Skladi, upravljanje premozenja, d.o.o.$2.2M1
87Engineers Gate Manager LP$2.1M1
88B. Metzler seel. Sohn & Co. AG$2.0M1
89Jain Global LLC$2.0M1
90Caprock Group, LLC$2.0M1
91XTX Topco Ltd$1.9M1
92SIGNATUREFD, LLC$1.9M1
93Vestmark Advisory Solutions, Inc.$1.9M1
94KR Capital LP$1.8M1
95Crossmark Global Holdings, Inc.$1.8M1
96&PARTNERS$1.7M1
97Blue Trust, Inc.$1.5M1
98RITHOLTZ WEALTH MANAGEMENT$1.5M1
99UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.5M1
100Banque Cantonale Vaudoise$1.4M1
101Bridgewater Advisors Inc.$1.4M1
102MAINSTAY CAPITAL MANAGEMENT LLC /ADV$1.4M1
103REGIONS FINANCIAL CORP$1.4M1
104COLDSTREAM CAPITAL MANAGEMENT INC$1.4M1
105Y-Intercept (Hong Kong) Ltd$1.3M1
106Baader Bank Aktiengesellschaft$1.3M1
107Havemeyer Place LP$1.3M1
108TRUIST FINANCIAL CORP$1.3M1
109QRG CAPITAL MANAGEMENT, INC.$1.3M1
110E Fund Management Co., Ltd.$1.3M1
111HighTower Advisors, LLC$1.1M1
112Compound Planning, Inc.$1.1M1
113Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$1.1M1
114FEDERATED HERMES, INC.$1.1M1
115Merit Financial Group, LLC$1.1M1
116MML INVESTORS SERVICES, LLC$1.0M1
117BANK OF MONTREAL /CAN/$1.0M1
118FORA Capital, LLC$1.0M1
119First Affirmative Financial Network$1.0M1
120PDS Planning, Inc$1.0M1
121FIL Ltd$1.0M1
122Vise Technologies, Inc.$984K1
123Savant Capital, LLC$955K1
124TT International Asset Management LTD$930K1
125Aaron Wealth Advisors LLC$911K1
126Rockefeller Capital Management L.P.$903K1
127Walleye Capital LLC$895K1
128Focus Partners Wealth$879K1
129OSAIC HOLDINGS, INC.$863K1
130BSW Wealth Partners$845K1
131Frank, Rimerman Advisors LLC$813K1
132NewEdge Wealth, LLC$810K1
133Atria Investments, Inc$807K1
134Callan Family Office, LLC$791K1
135Focus Partners Advisor Solutions, LLC$767K1
136Capula Management Ltd$719K1
137Fortitude Advisory Group L.L.C.$707K1
138Allspring Global Investments Holdings, LLC$704K1
139Graham Capital Management, L.P.$696K1
140UNITED CAPITAL FINANCIAL ADVISORS, LLC$624K1
141EVERGREEN CAPITAL MANAGEMENT LLC$612K1
142HB Wealth Management, LLC$594K1
143CogentBlue Wealth Advisors, LLC$581K1
144ExodusPoint Capital Management, LP$581K1
145MITCHELL & PAHL PRIVATE WEALTH, LLC$581K1
146West Family Investments, Inc.$574K1
147XPONANCE LLC$545K1
148Leonteq Securities AG$542K1
149MERCER GLOBAL ADVISORS INC /ADV$537K1
150AQR CAPITAL MANAGEMENT LLC$526K1
151OpenArc Corporate Advisory, LLC$514K1
152ASSETMARK, INC$506K1
153Candriam S.C.A.$487K1
154Kathmere Capital Management, LLC$457K1
155Frec Markets, Inc.$449K1
156TWO SIGMA SECURITIES, LLC$446K1
157U.S. Capital Wealth Advisors, LLC$419K1
158Aspen Grove Capital, LLC$418K1
159Greenspring Advisors, LLC$404K1
160NewEdge Advisors, LLC$401K1
161Ascent Group, LLC$397K1
162FRANKLIN RESOURCES INC$395K1
163Waverly Advisors, LLC$394K1
164Americana Partners, LLC$387K1
165JMN Financial LLC$382K1
166WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$377K1
167WEALTH ALLIANCE, LLC$376K1
168LVW Advisors, LLC$369K1
169Ariadne Wealth Management, LP$363K1
170Whalen Wealth Management Inc.$363K1
171Trek Financial, LLC$363K1
172Aprio Wealth Management, LLC$359K1
173OneDigital Investment Advisors LLC$359K1
174GROUP ONE TRADING LLC$346K1
175Foster Group, Inc.$346K1
176Pinnacle Wealth Planning Services, Inc.$335K1
177CWM, LLC$333K1
178Sivia Capital Partners, LLC$328K1
179Leo Wealth, LLC$324K1
180COMMONWEALTH EQUITY SERVICES, LLC$319K1
181SEEDS INVESTOR LLC$308K1
182GeoWealth Management, LLC$285K1
183DIVERSIFY WEALTH MANAGEMENT, LLC$285K1
184Smartleaf Asset Management LLC$282K1
185DRIVE WEALTH MANAGEMENT, LLC$282K1
186Allworth Financial LP$281K1
187EP Wealth Advisors, LLC$279K1
188Apollon Wealth Management, LLC$275K1
189CHOREO, LLC$272K1
190Private Advisor Group, LLC$268K1
191M&T BANK CORP$262K1
192Resonant Capital Advisors, LLC$262K1
193EXCHANGE TRADED CONCEPTS, LLC$260K1
194May Hill Capital, LLC$252K1
195Caitong International Asset Management Co., Ltd$247K1
196JOURNEY STRATEGIC WEALTH LLC$241K1
197Rehmann Capital Advisory Group$239K1
198Kestra Advisory Services, LLC$236K1
199NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$232K1
200BLAIR WILLIAM & CO/IL$226K1
201Composition Wealth, LLC$224K1
202Bleakley Financial Group, LLC$224K1
203Athena Wealth Management, LLC$221K1
204Werba Rubin Papier Wealth Management$218K1
205Vest Financial, LLC$218K1
206MGO ONE SEVEN LLC$217K1
207CLEAR WAVE WEALTH MANAGEMENT LLC$210K1
208Capital Management Associates, Inc$209K1
209180 WEALTH ADVISORS, LLC$205K1
210Dynamic Advisor Solutions LLC$202K1
211KESTRA PRIVATE WEALTH SERVICES, LLC$202K1
212TD Waterhouse Canada Inc.$199K1
213MAI Capital Management$192K1
214Grove Bank & Trust$184K1
215Walleye Trading LLC$172K1
216ACADIAN ASSET MANAGEMENT LLC$160K1
217Transamerica Financial Advisors, LLC$154K1
218Bayforest Capital Ltd$138K1
219Inspire Investing, LLC$107K1
220WealthCollab, LLC$105K1
221Legal & General Group Plc$93.7K1
222Steward Partners Investment Advisory, LLC$62.4K1
223Vanguard Global Advisers, LLC$57.9K1
224Bell Investment Advisors, Inc$47.4K1
225Wall Street Financial Group, Inc.$47.2K1
226JFS WEALTH ADVISORS, LLC$45.3K1
227UMB Bank, n.a.$43.3K1
228Parkside Financial Bank & Trust$43.3K1
229NATIXIS ADVISORS, LLC$42.1K1
230Key FInancial Inc$30.0K1
231EFG International AG$29.4K1
232Retirement Wealth Solutions LLC$26.8K1
233FINANCIAL CONSULATE, INC$24.9K1
234Acumen Wealth Advisors, LLC$23.0K1
235MASECO LLP$21.6K1
236Rakuten Securities, Inc.$20.5K1
237True Wealth Design, LLC$20.4K1
238BEACON INVESTMENT ADVISORY SERVICES, INC.$16.3K1
239Clearstead Advisors, LLC$15.5K1
240Valued Wealth Advisors LLC$14.7K1
241CALDWELL SUTTER CAPITAL, INC.$14.4K1
242PROFFITT & GOODSON INC$14.1K1
243Medallion Wealth Advisors, LLC$12.8K1
244Intentional Wealth Strategies, LLC$12.6K1
245FIFTH THIRD BANCORP$12.5K1
246Physician Wealth Advisors, Inc.$11.3K1
247Westfuller Advisors, LLC$10.5K1
248Tower Research Capital LLC (TRC)$10.0K1
249WPG Advisers, LLC$8.3K1
250Crewe Advisors LLC$6.6K1
251SHP Wealth Management$6.4K1
252Stone House Investment Management, LLC$5.4K1
253Signature Equity Partners, LLC$5.3K1
254DecisionPoint Financial, LLC$4.9K1
255THRIVENT FINANCIAL FOR LUTHERANS$3.8K1
256Elequin Capital, LP$3.7K1
257Friedenthal Financial$3.3K1
258Dogwood Wealth Management LLC$2.7K1
259Spire Wealth Management$2.7K1
260JPL Wealth Management, LLC$2.3K1
261Investors Portfolio Services LLC$1.7K1
262Frazier Financial Advisors, LLC$1.2K1
263HRT FINANCIAL LP$1.1K1
264Triumph Capital Management$1.1K1
265PARK AVENUE SECURITIES LLC$7471
266Abound Wealth Management$7161
267Summit Global Investments$6671
268VANGUARD GROUP INC— value not disclosed1
269GLENMEDE TRUST CO NA— value not disclosed1
270HARBOUR INVESTMENTS, INC.— value not disclosed1
271CAMBIAR INVESTORS LLC— value not disclosed1
272D. E. Shaw & Co., Inc.— value not disclosed1
273WEXFORD CAPITAL LP— value not disclosed1
274GROUPAMA ASSET MANAGMENT— value not disclosed1
275TD ASSET MANAGEMENT INC— value not disclosed1
276CIBC Private Wealth Group LLC— value not disclosed1
277GTS SECURITIES LLC— value not disclosed1
278OLD MISSION CAPITAL LLC— value not disclosed1
279TWO SIGMA ADVISERS, LP— value not disclosed1
280DRW Securities, LLC— value not disclosed1
281Mirae Asset Global Investments Co., Ltd.— value not disclosed1
282Tuttle Capital Management, LLC— value not disclosed1
283WINTON GROUP Ltd— value not disclosed1
284Wealthspire Advisors, LLC— value not disclosed1
285Lester Murray Antman dba SimplyRich— value not disclosed1
286Global Retirement Partners, LLC— value not disclosed1
287NKCFO LLC— value not disclosed1
288Inspire Advisors, LLC— value not disclosed1
289SageView Advisory Group, LLC— value not disclosed1
290Concurrent Investment Advisors, LLC— value not disclosed1
291Scientech Research LLC— value not disclosed1
292FirstWave Capital Management LLC— value not disclosed1
293LAUREL OAK WEALTH MANAGEMENT, LLC— value not disclosed1
294SG Trading Solutions, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 267 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 ASX

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for ASX · financials and macro

Financials — as filed PLANNED

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