Public record / Tickers / ATR

ATR — APTARGROUP, INC.†

Both disclosure regimes on one name: who in Congress filed about ATR, 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
17
all PTR rows naming ATR
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-13
filed 2025-08-13
13F holders
485
top-485 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

Bradley Scott Schneider · $250K–$500K

SELL · traded 2019-03-05 → filed 2019-04-06. Ranked over every ATR row by the provable lower bound, never a point estimate.

No member disclosed ATR 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.

3 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 ATR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ATR
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 06-24 LATE·50d$1K–$15K
2019-10-21Susie Lee D–NV-3SELL JT (jointly owned)Traded 09-13 +38d$1K–$15K
2019-10-21Susie Lee D–NV-3SELL partial · JT (partial sale, jointly owned)Traded 09-11 +40d$1K–$15K
2019-08-29Susie Lee D–NV-3SELL partial · JT (partial sale, jointly owned)Traded 07-12 LATE·48d$1K–$15K
2019-04-23Lizzie Fletcher D–TX-7SELL SP (spouse-owned)Traded 02-26 LATE·56d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 17 ↗

Members active in ATR

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

No member disclosed ATR in the trailing 12 months.

Congress ↔ notable managers · ATR

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 Gotham Asset Management $3.8M held
Trimming
1 Caxton Associates $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · APTARGROUP INC

Merged timeline of congressional filings and notable-manager moves on ATR
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+27,154 sh
2026-05-14Caxton Associates 13FEXIT−8,315 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

Top institutional holders of ATR for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$767M1
2STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$598M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$475M1
4MORGAN STANLEY$425M1
5VANGUARD CAPITAL MANAGEMENT LLC$364M1
6STATE STREET CORP$351M1
7VICTORY CAPITAL MANAGEMENT INC$305M1
8GEODE CAPITAL MANAGEMENT, LLC$214M1
9DIMENSIONAL FUND ADVISORS LP$190M1
10FIDUCIARY MANAGEMENT INC /WI/$158M1
11AQR CAPITAL MANAGEMENT LLC$154M1
12River Road Asset Management, LLC$148M1
13NORTHERN TRUST CORP$135M1
14FMR LLC$130M1
15LONDON CO OF VIRGINIA$104M1
16Mawer Investment Management Ltd.$82.8M1
17FEDERATED HERMES, INC.$70.6M1
18FIRST TRUST ADVISORS LP$67.9M1
19Bank of New York Mellon Corp$63.7M1
20BANK OF AMERICA CORP /DE/$61.2M1
21D. E. Shaw & Co., Inc.$60.7M1
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC$58.6M1
23CRAWFORD INVESTMENT COUNSEL INC$51.5M1
24VANGUARD FIDUCIARY TRUST CO$50.3M1
25SCHWARTZ INVESTMENT COUNSEL INC$48.8M1
26Atlas FRM LLC$44.1M1
27Quantinno Capital Management LP$44.0M1
28SCHRODER INVESTMENT MANAGEMENT GROUP$34.8M1
29BALYASNY ASSET MANAGEMENT L.P.$34.2M1
30MILLENNIUM MANAGEMENT LLC$32.9M1
31Grantham, Mayo, Van Otterloo & Co. LLC$32.3M1
32Rockefeller Capital Management L.P.$31.8M1
33RAYMOND JAMES FINANCIAL INC$30.8M1
34ENVESTNET ASSET MANAGEMENT INC$29.0M1
35AMERIPRISE FINANCIAL INC$28.5M1
36Hemenway Trust Co LLC$27.5M1
37ProShare Advisors LLC$26.1M1
38RHUMBLINE ADVISERS$25.1M1
39UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$24.0M1
40Cornerstone Capital, Inc.$23.1M1
41Invesco Ltd.$22.3M1
42MetLife Investment Management, LLC$22.3M1
43Corient Private Wealth LLC$22.3M1
44RENAISSANCE TECHNOLOGIES LLC$21.8M1
45NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$20.5M1
46NUANCE INVESTMENTS, LLC$19.6M1
47DEUTSCHE BANK AG\$19.4M1
48AE Wealth Management LLC$19.1M1
49VOLORIDGE INVESTMENT MANAGEMENT, LLC$19.0M1
50PRINCIPAL FINANCIAL GROUP INC$18.1M1
51Copeland Capital Management, LLC$17.8M1
52NICHOLAS COMPANY, INC.$17.6M1
53Howard Capital Management Group, LLC$17.3M1
54MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$16.5M1
55Aristotle Capital Boston, LLC$16.5M1
56Swiss National Bank$16.4M1
57BNP Paribas Asset Management Holding S.A.$16.2M1
58Sone Capital Management, LLC$14.3M1
59Lansforsakringar Fondforvaltning AB (publ)$14.2M1
60CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$14.1M1
61WELLS FARGO & COMPANY/MN$14.1M1
62Curi Capital, LLC$13.3M1
63Nuveen, LLC$13.1M1
64VOYA INVESTMENT MANAGEMENT LLC$12.2M1
65STATE OF WISCONSIN INVESTMENT BOARD$12.2M1
66MACKENZIE FINANCIAL CORP$11.8M1
67Legal & General Group Plc$11.6M1
68SEI INVESTMENTS CO$11.5M1
69Broderick Brian C$11.1M1
70UBS Group AG$10.5M1
71Point72 Asset Management, L.P.$10.5M1
72ALLIANCEBERNSTEIN L.P.$10.2M1
73Retirement Systems of Alabama$9.9M1
74Focus Partners Wealth$9.6M1
75BAILLIE GIFFORD & CO$9.2M1
76NORDEA INVESTMENT MANAGEMENT AB$9.1M1
77EULAV Asset Management$8.7M1
78SOMERVILLE KURT F$8.5M1
79FARMERS & MERCHANTS INVESTMENTS INC$8.4M1
80PUZO MICHAEL J$8.4M1
81Man Group plc$8.4M1
82Aptus Capital Advisors, LLC$8.1M1
83TWO SIGMA INVESTMENTS, LP$7.9M1
84Delaney Dennis R$7.9M1
85ROYAL BANK OF CANADA$7.8M1
86Kidder Stephen W$7.7M1
87Dayah Capital LLC$7.4M1
88BAHL & GAYNOR INC$7.3M1
89STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$7.3M1
90NEW YORK STATE COMMON RETIREMENT FUND$7.3M1
91VANGUARD ASSET MANAGEMENT, Ltd$7.3M1
92CANADA PENSION PLAN INVESTMENT BOARD$7.2M1
93WINTON GROUP Ltd$7.0M1
94Mariner, LLC$6.9M1
95New Age Alpha Advisors, LLC$6.5M1
96Y-Intercept (Hong Kong) Ltd$6.4M1
97Snowden Capital Advisors LLC$6.4M1
98Cetera Investment Advisers$6.1M1
99MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.8M1
100TD Waterhouse Canada Inc.$5.7M1
101GHP Investment Advisors, Inc.$5.7M1
102INTECH INVESTMENT MANAGEMENT LLC$5.7M1
103TD ASSET MANAGEMENT INC$5.6M1
104LPL Financial LLC$5.3M1
105Creative Planning$5.1M1
106Holocene Advisors, LP$4.8M1
107Elefante Mark B$4.8M1
108Notis-McConarty Edward$4.7M1
109MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.5M1
110Concentric Capital Strategies, LP$4.5M1
111WORLDQUANT MILLENNIUM ADVISORS LLC$4.5M1
112AMERICAN CENTURY COMPANIES INC$4.4M1
113&PARTNERS$4.3M1
114SCOTIA CAPITAL INC.$4.2M1
115FIFTH THIRD BANCORP$4.1M1
116TRILLIUM ASSET MANAGEMENT, LLC$4.1M1
117Meiji Yasuda Asset Management Co Ltd.$4.0M1
118Qube Research & Technologies Ltd$4.0M1
119Choate Investment Advisors$3.9M1
120Janus Henderson Group Ltd.$3.8M1
121Lido Advisors, LLC$3.8M1
122Gotham Asset Management, LLC$3.8M1
123Waverly Advisors, LLC$3.8M1
124Baird Financial Group, Inc.$3.6M1
125CITADEL ADVISORS LLC$3.5M1
126Cerity Partners LLC$3.5M1
127XTX Topco Ltd$3.4M1
128BARCLAYS PLC$3.4M1
129TRUIST FINANCIAL CORP$3.3M1
130ExodusPoint Capital Management, LP$3.3M1
131Vanguard Global Advisers, LLC$3.3M1
132Zurcher Kantonalbank (Zurich Cantonalbank)$3.3M1
133CITIGROUP INC$3.2M1
134Dempze Nancy E$3.2M1
135Ameritas Investment Partners, Inc.$3.1M1
136Edgestream Partners, L.P.$3.1M1
137Northwest & Ethical Investments L.P.$3.0M1
138NATIXIS$3.0M1
139Tidal Investments LLC$3.0M1
140Universal- Beteiligungs- und Servicegesellschaft mbH$3.0M1
141MAI Capital Management$2.9M1
142Aviso Financial Inc.$2.9M1
143Fisher Asset Management, LLC$2.9M1
144OSAIC HOLDINGS, INC.$2.8M1
145State of New Jersey Common Pension Fund D$2.8M1
146PALISADE CAPITAL MANAGEMENT, LP$2.8M1
147Summit Trail Advisors, LLC$2.7M1
148Henshaw Capital LLC$2.6M1
149Allianz Asset Management GmbH$2.5M1
150WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.5M1
151Hilton Capital Management, LLC$2.5M1
152PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$2.5M1
153Pathstone Holdings, LLC$2.5M1
154YOUSIF CAPITAL MANAGEMENT, LLC$2.5M1
155MERCER GLOBAL ADVISORS INC /ADV$2.4M1
156JANE STREET GROUP, LLC$2.4M1
157Aprio Wealth Management, LLC$2.3M1
158OCCUDO QUANTITATIVE STRATEGIES LP$2.3M1
159Arizona State Retirement System$2.3M1
160KLP KAPITALFORVALTNING AS$2.3M1
161Strengthening Families & Communities, LLC$2.2M1
162Vestmark Advisory Solutions, Inc.$2.2M1
163BRIGHT ROCK CAPITAL MANAGEMENT, LLC$2.2M1
164Vanguard Investments Australia, Ltd.$2.1M1
165CWM, LLC$2.1M1
166Oak Thistle LLC$2.0M1
167COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.0M1
168ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$2.0M1
169STATE OF MICHIGAN RETIREMENT SYSTEM$2.0M1
170HighTower Advisors, LLC$1.8M1
171NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.8M1
172DIVERSIFIED MANAGEMENT INC$1.7M1
173FIDUCIARY TRUST CO$1.7M1
174OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.7M1
175Vest Financial, LLC$1.7M1
176Schonfeld Strategic Advisors LLC$1.6M1
177Private Harbour Investment Management & Counsel, LLC$1.6M1
178BANK OF MONTREAL /CAN/$1.5M1
179CIBC Bancorp USA Inc.$1.5M1
180Verition Fund Management LLC$1.5M1
181CenterBook Partners LP$1.4M1
182JB Capital LLC$1.4M1
183Ethic Inc.$1.4M1
184STIFEL FINANCIAL CORP$1.4M1
185Utah Retirement Systems$1.4M1
186SummitTX Capital, L.P.$1.3M1
187Aurora Investment Counsel$1.3M1
188Zuckerman Investment Group, LLC$1.3M1
189Pictet Asset Management Holding SA$1.3M1
190ALBERT D MASON INC$1.3M1
191Evercore Wealth Management, LLC$1.3M1
192TEACHER RETIREMENT SYSTEM OF TEXAS$1.3M1
193Orion Porfolio Solutions, LLC$1.2M1
194LAZARD ASSET MANAGEMENT LLC$1.2M1
195XPONANCE LLC$1.2M1
196ICW Investment Advisors LLC$1.2M1
197PANAGORA ASSET MANAGEMENT INC$1.2M1
198BRIDGES INVESTMENT MANAGEMENT INC$1.0M1
199Sendero Wealth Management, LLC$1.0M1
200ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.0M1
201Amundi$1.0M1
202LOWE BROCKENBROUGH & CO INC$1.0M1
203EXCHANGE TRADED CONCEPTS, LLC$973K1
204Koshinski Asset Management, Inc.$963K1
205Sepio Capital, LP$958K1
206O'SHAUGHNESSY ASSET MANAGEMENT, LLC$951K1
207Empowered Funds, LLC$943K1
208Callan Family Office, LLC$926K1
209Mitsubishi UFJ Asset Management Co., Ltd.$922K1
210D.B. Root & Company, LLC$902K1
211ROYCE & ASSOCIATES LP$898K1
212Independent Advisor Alliance$880K1
213NWAM LLC$864K1
214Mitsubishi UFJ Trust & Banking Corp$858K1
215QUADRANT CAPITAL GROUP LLC$858K1
216TWINBEECH CAPITAL LP$813K1
217Laird Norton Wetherby Trust Company, LLC$755K1
218Pinnacle Financial Partners, Inc.$744K1
219Allworth Financial LP$734K1
220Vanguard Personalized Indexing Management, LLC$727K1
221DAVENPORT & Co LLC$726K1
222Inspire Investing, LLC$726K1
223FOX RUN MANAGEMENT, L.L.C.$725K1
224FRANKLIN RESOURCES INC$711K1
225TORONTO DOMINION BANK$703K1
226SUSQUEHANNA INTERNATIONAL GROUP, LLP$679K1
227Townsend & Associates, Inc$673K1
228Illinois Municipal Retirement Fund$660K1
229Crossmark Global Holdings, Inc.$655K1
230GUYASUTA INVESTMENT ADVISORS INC$645K1
231Marble Wealth, LLC$630K1
232GLENMEDE TRUST CO NA$629K1
233Legacy Wealth Asset Management, LLC$625K1
234Tributary Capital Management, LLC$622K1
235M&T BANK CORP$621K1
236MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$616K1
237COMMONWEALTH EQUITY SERVICES, LLC$599K1
238SECURIAN ASSET MANAGEMENT, INC$596K1
239180 WEALTH ADVISORS, LLC$576K1
240US BANCORP \DE\$571K1
241Bridgefront Capital, LLC$562K1
242MOODY NATIONAL BANK TRUST DIVISION$553K1
243Advisor Resource Council$538K1
244Swiss Life Asset Management Ltd$523K1
245Brevan Howard Capital Management LP$518K1
246Morningstar Investment Management LLC$511K1
247Chicago Partners Investment Group LLC$505K1
248Federation des caisses Desjardins du Quebec$496K1
249PRUDENTIAL FINANCIAL INC$493K1
250BLAIR WILLIAM & CO/IL$463K1
251Resona Asset Management Co.,Ltd.$461K1
252EVERGREEN CAPITAL MANAGEMENT LLC$452K1
253EntryPoint Capital, LLC$442K1
254Vident Advisory, LLC$431K1
255HB Wealth Management, LLC$423K1
256Sequoia Financial Advisors, LLC$418K1
257Graham Capital Management, L.P.$416K1
258Inscription Capital, LLC$415K1
259COLDSTREAM CAPITAL MANAGEMENT INC$414K1
260Cannell & Spears LLC$407K1
261Dakota Wealth Management$404K1
262Clear Creek Financial Management, LLC$401K1
263Diametric Capital, LP$398K1
264Ballentine Partners, LLC$395K1
265Maryland State Retirement & Pension System$389K1
266GUGGENHEIM CAPITAL LLC$389K1
267Tower Research Capital LLC (TRC)$375K1
268Ensign Peak Advisors, Inc$374K1
269Procyon Advisors, LLC$359K1
270HSBC HOLDINGS PLC$358K1
271DnB Asset Management AS$357K1
272Headlands Technologies LLC$356K1
273BOOTHBAY FUND MANAGEMENT, LLC$347K1
274TCI Wealth Advisors, Inc.$347K1
275Riverwater Partners LLC$344K1
276FULTON BANK, N.A.$339K1
277First National Advisers, LLC$335K1
278Brooklyn Investment Group$334K1
279NOVEM GROUP$333K1
280Baker Avenue Asset Management, LP$333K1
281NIA IMPACT ADVISORS, LLC$327K1
282Polymer Capital Management (US) LLC$325K1
283NICOLET BANKSHARES INC$324K1
284Merit Financial Group, LLC$324K1
285Ridgewood Investments LLC$321K1
286UNITED CAPITAL FINANCIAL ADVISORS, LLC$313K1
287Crumly & Associates Inc.$311K1
288Elevated Capital Advisors, LLC$311K1
289Rockport Wealth LLC$307K1
290Focus Partners Advisor Solutions, LLC$292K1
291Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$291K1
292INCEPTIONR LLC$290K1
293MML INVESTORS SERVICES, LLC$285K1
294State of Wyoming$284K1
295Atria Investments, Inc$280K1
296GatePass Capital, LLC$279K1
297SHELTON CAPITAL MANAGEMENT$277K1
298Sterling Capital Management LLC$277K1
299111 Capital$271K1
300COMMERCE BANK$267K1
301CIBC Asset Management Inc$267K1
302CHILDRESS CAPITAL ADVISORS, LLC$257K1
303JOURNEY STRATEGIC WEALTH LLC$252K1
304PRELUDE CAPITAL MANAGEMENT, LLC$252K1
305Cresset Asset Management, LLC$249K1
306Concurrent Investment Advisors, LLC$247K1
307CITIZENS FINANCIAL GROUP INC/RI$245K1
308RWA WEALTH PARTNERS, LLC$245K1
309North Dakota State Investment Board$241K1
310OXFORD FINANCIAL GROUP, LTD. LLC$239K1
311Meeder Advisory Services, Inc.$238K1
312Optas, LLC$238K1
313Canvas Wealth Advisors, LLC$231K1
314Sound View Wealth Advisors Group, LLC$227K1
315GROUPAMA ASSET MANAGMENT$225K1
316Requisite Capital Management, LLC$219K1
317Apollon Wealth Management, LLC$217K1
318Phillips Wealth Planners LLC$211K1
319Engineers Gate Manager LP$208K1
320Abel Hall, LLC$204K1
321Cadent Capital Advisors, LLC$203K1
322Aquatic Capital Management LLC$202K1
323GREENLEAF TRUST$201K1
324Freestone Grove Partners LP$177K1
325TFC Financial Management, Inc.$164K1
326Manchester Capital Management LLC$161K1
327SBI Okasan Asset Management Co.Ltd.$136K1
328Godfrey Financial Associates, Inc.$126K1
329MONTAG A & ASSOCIATES INC$123K1
330NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$115K1
331UMB Bank, n.a.$111K1
332STEPH & CO$110K1
333NATIONAL BANK OF CANADA /FI/$106K1
334Arax Advisory Partners$99.1K1
335Pinnacle Wealth Planning Services, Inc.$93.8K1
336Annis Gardner Whiting Capital Advisors, LLC$90.0K1
337Eurizon Capital SGR S.p.A.$89.4K1
338Wilmington Savings Fund Society, FSB$88.2K1
339Keating Financial Advisory Services, Inc.$80.5K1
340SIMPLEX TRADING, LLC$73.6K1
341SIGNATUREFD, LLC$73.0K1
342Quarry LP$72.2K1
343NOMURA ASSET MANAGEMENT CO LTD$66.8K1
344TRUST CO OF TOLEDO NA /OH/$59.2K1
345Steward Partners Investment Advisory, LLC$58.5K1
346EASTERN BANK$56.7K1
347Larson Financial Group LLC$56.1K1
348Blue Trust, Inc.$53.6K1
349ALERUS FINANCIAL NA$50.8K1
350Clearstead Advisors, LLC$49.9K1
351Salomon & Ludwin, LLC$45.4K1
352Bayforest Capital Ltd$42.0K1
353Reynders McVeigh Capital Management, LLC$39.6K1
354NISA INVESTMENT ADVISORS, LLC$39.3K1
355AMERIFLEX GROUP, INC.$36.7K1
356HM PAYSON & CO$36.2K1
357MATHER GROUP, LLC.$33.1K1
358MV CAPITAL MANAGEMENT, INC.$30.2K1
359True Wealth Design, LLC$27.6K1
360ACADIAN ASSET MANAGEMENT LLC$27.6K1
361Parkside Financial Bank & Trust$26.5K1
362Geneos Wealth Management Inc.$25.3K1
363MCF Advisors LLC$24.2K1
364Basecamp Wealth Advisors LLC$21.7K1
365Measured Wealth Private Client Group, LLC$21.2K1
366NATIXIS ADVISORS, LLC$19.1K1
367BOSTON FAMILY OFFICE LLC$18.9K1
368ASSETMARK, INC$15.1K1
369PRIVATE TRUST CO NA$12.4K1
370SJS Investment Consulting Inc.$12.4K1
371SPEECE THORSON CAPITAL GROUP INC$10.9K1
372CVA Family Office, LLC$10.8K1
373Smartleaf Asset Management LLC$10.6K1
374Crewe Advisors LLC$10.5K1
375Frazier Financial Advisors, LLC$10.0K1
376Global X Japan Co., Ltd.$9.1K1
377VAN ECK ASSOCIATES CORP$9.0K1
378Community Financial Services Group, LLC$8.6K1
379Owl Creek Wealth Partners LLC$8.2K1
380MEEDER ASSET MANAGEMENT INC$7.9K1
381JPL Wealth Management, LLC$7.7K1
382First Pacific Financial$7.2K1
383NEW YORK STATE TEACHERS RETIREMENT SYSTEM$7.1K1
384Your Advocates Ltd., LLP$6.3K1
385Cassaday & Co Wealth Management LLC$5.3K1
386CANADA LIFE ASSURANCE Co$4.8K1
387Spire Wealth Management$4.8K1
388THRIVENT FINANCIAL FOR LUTHERANS$4.5K1
389JFS WEALTH ADVISORS, LLC$4.3K1
390Sachetta, LLC$4.3K1
391Private Wealth Management Group, LLC$4.3K1
392DekaBank Deutsche Girozentrale$4.0K1
393C M BIDWELL & ASSOCIATES LTD$3.8K1
394AMALGAMATED BANK$3.7K1
395Treasurer of the State of North Carolina$3.5K1
396ALGERT GLOBAL LLC$3.5K1
397Asset Dedication, LLC$3.4K1
398Transamerica Financial Advisors, LLC$3.3K1
399Quest 10 Wealth Builders, Inc.$3.2K1
400Destiny Wealth Partners, LLC$3.0K1
401ELEVATION WEALTH PARTNERS, LLC$2.9K1
402TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$2.5K1
403Bell Investment Advisors, Inc$2.4K1
404Truvestments Capital LLC$2.4K1
405Key Capital Management, INC$2.1K1
406JONES FINANCIAL COMPANIES LLLP$2.0K1
407MidFirst Bank$1.8K1
408Heritage Wealth Advisors$1.8K1
409Activest Wealth Management$1.8K1
410Caitong International Asset Management Co., Ltd$1.6K1
411Atlantic Union Bankshares Corp$1.5K1
412DiNuzzo Private Wealth, Inc.$1.5K1
413Rialto Wealth Management, LLC$1.5K1
414South Dakota Investment Council$1.3K1
415FINANCIAL CONSULATE, INC$1.3K1
416Kilter Group LLC$1.3K1
417State of Alaska, Department of Revenue$1.2K1
418SouthState Bank Corp$1.1K1
419Redwood Investment Management, LLC$1.0K1
420Wealth Enhancement Trust Services, Inc.$8821
421Leonteq Securities AG$7561
422Cromwell Holdings LLC$7561
423Vermillion Wealth Management, Inc.$6301
424HFM Investment Advisors, LLC$6301
425WEDBUSH SECURITIES INC$5311
426HARBOR CAPITAL ADVISORS, INC.$5171
427Marquette Asset Management, LLC$5051
428Physician Wealth Advisors, Inc.$5051
429PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$4321
430Quaker Wealth Management, LLC$3791
431American Capital Advisory, LLC$3791
432Seneschal Advisors, LLC$2531
433TopTier Wealth Management, LLC$2521
434Intentional Wealth Strategies, LLC$2521
435KBC Group NV$2381
436Prestige Wealth Management Group LLC$1271
437Signature Equity Partners, LLC$1261
438Raleigh Capital Management Inc.$1101
439Smithfield Trust Co$1001
440CX Institutional$151
441Centerpoint Advisors, LLC$131
442Avion Wealth$11
443VANGUARD GROUP INC— value not disclosed1
444DANSKE BANK A/S— value not disclosed1
445HARBOUR INVESTMENTS, INC.— value not disclosed1
446JACOBS LEVY EQUITY MANAGEMENT, INC— value not disclosed1
447PRUDENTIAL PLC— value not disclosed1
448COMERICA BANK— value not disclosed1
449WELLINGTON MANAGEMENT GROUP LLP— value not disclosed1
450ING GROEP NV— value not disclosed1
451AZZAD ASSET MANAGEMENT INC /ADV— value not disclosed1
452TRUST CO OF VERMONT— value not disclosed1
453CIBC Private Wealth Group LLC— value not disclosed1
454Magnetar Financial LLC— value not disclosed1
455GSA CAPITAL PARTNERS LLP— value not disclosed1
456NORGES BANK— value not disclosed1
457WBI INVESTMENTS, LLC— value not disclosed1
458CAPSTONE INVESTMENT ADVISORS, LLC— value not disclosed1
459Alberta Investment Management Corp— value not disclosed1
460HRT FINANCIAL LP— value not disclosed1
461TWO SIGMA ADVISERS, LP— value not disclosed1
462Quantbot Technologies LP— value not disclosed1
463Dynamic Technology Lab Private Ltd— value not disclosed1
464Assenagon Asset Management S.A.— value not disclosed1
465Formidable Asset Management, LLC— value not disclosed1
466Trexquant Investment LP— value not disclosed1
467O'Brien Wealth Partners LLC— value not disclosed1
468Counterpoint Mutual Funds LLC— value not disclosed1
469Steigerwald, Gordon & Koch Inc.— value not disclosed1
470Global Retirement Partners, LLC— value not disclosed1
471MQS Management LLC— value not disclosed1
472Roubaix Capital, LLC— value not disclosed1
473NICOLET ADVISORY SERVICES, LLC— value not disclosed1
474CPC Advisors, LLC— value not disclosed1
475Inspire Advisors, LLC— value not disclosed1
476Kestra Advisory Services, LLC— value not disclosed1
477Centennial Wealth Advisory LLC— value not disclosed1
478Mach-1 Financial Group, LLC— value not disclosed1
479AlphaQuest LLC— value not disclosed1
480SageView Advisory Group, LLC— value not disclosed1
481Dunhill Financial, LLC— value not disclosed1
482QRG CAPITAL MANAGEMENT, INC.— value not disclosed1
483Jain Global LLC— value not disclosed1
484CAXTON ASSOCIATES LLP— value not disclosed1
485OPTIMA CAPITAL LLC— value not disclosed1
Truncated by Public Filings. Every one of the 442 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 ATR

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for ATR · financials and macro

Financials — as filed PLANNED

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