Public record / Tickers / AYI

AYI — ACUITY INC. (DE)†

Both disclosure regimes on one name: who in Congress filed about AYI, 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
18
all PTR rows naming AYI
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
05-07
filed 2020-05-07
13F holders
500
top-500 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

Greg Gianforte · $100K–$250K

SELL · traded 2020-04-29 → filed 2020-05-07. Ranked over every AYI row by the provable lower bound, never a point estimate.

No member disclosed AYI 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 AYI 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 AYI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning AYI
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2020-05-07Greg Gianforte R–MT-ALSELL JT (jointly owned)Traded 04-29 +8d$100K–$250K
2020-04-27Donna E. Shalala D–FL-27SELLTraded 2019-04-16 LATE·377d$1K–$15K
2020-04-27Donna E. Shalala D–FL-27SELL partial (partial sale)Traded 2019-04-03 LATE·390d$1K–$15K
2019-04-26Greg Gianforte R–MT-ALBUY JT (jointly owned)Traded 04-17 +9d$50K–$100K
2019-02-02Greg Gianforte R–MT-ALBUY JT (jointly owned)Traded 2018-12-24 +40d$50K–$100K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 18 ↗

Members active in AYI

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

No member disclosed AYI in the trailing 12 months.

Congress ↔ notable managers · AYI

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
1 Gotham Asset Management $11.8M held

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

Merged timeline of congressional filings and notable-manager moves on AYI
DateWhoChangeSize
2026-05-15Moore Capital Management 13FADD+20,374 sh
2026-05-15Bridgewater Associates 13FNEW+30,077 sh
2026-05-15Gotham Asset Management 13FTRIM−22,097 sh
2026-05-14Caxton Associates 13FNEW+907 sh

4 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 AYI for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$858M1
2FMR LLC$660M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$396M1
4VANGUARD CAPITAL MANAGEMENT LLC$385M1
5STATE STREET CORP$265M1
6WELLINGTON MANAGEMENT GROUP LLP$214M1
7AMERICAN CENTURY COMPANIES INC$210M1
8DIMENSIONAL FUND ADVISORS LP$178M1
9Boston Partners$168M1
10GEODE CAPITAL MANAGEMENT, LLC$162M1
11FULLER & THALER ASSET MANAGEMENT, INC.$154M1
12AQR CAPITAL MANAGEMENT LLC$120M1
13FIL Ltd$119M1
14FIRST TRUST ADVISORS LP$106M1
15Durable Capital Partners LP$99.7M1
16ALLEN OPERATIONS LLC$96.4M1
17Fisher Asset Management, LLC$93.5M1
18NORTHERN TRUST CORP$83.0M1
19Allianz Asset Management GmbH$82.9M1
20Alyeska Investment Group, L.P.$82.3M1
21BANK OF AMERICA CORP /DE/$79.4M1
22MORGAN STANLEY$74.0M1
23Bank of New York Mellon Corp$64.3M1
24Alua Capital Management LP$63.4M1
25MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$63.0M1
26UBS Group AG$63.0M1
27CHARLES SCHWAB INVESTMENT MANAGEMENT INC$61.6M1
28ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$59.9M1
29EARNEST PARTNERS LLC$59.6M1
30UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$59.3M1
31D. E. Shaw & Co., Inc.$57.3M1
32VANGUARD FIDUCIARY TRUST CO$53.1M1
33Greenstone Partners & Co., LLC$50.4M1
34SEIZERT CAPITAL PARTNERS, LLC$47.9M1
35VOLORIDGE INVESTMENT MANAGEMENT, LLC$44.3M1
36JUPITER ASSET MANAGEMENT LTD$38.1M1
37Clark Capital Management Group, Inc.$37.7M1
38TWO SIGMA INVESTMENTS, LP$37.0M1
39BARCLAYS PLC$35.4M1
40STOREBRAND ASSET MANAGEMENT AS$34.6M1
41Invesco Ltd.$33.1M1
42COOKE & BIELER LP$32.6M1
43Man Group plc$31.2M1
44NEW YORK STATE COMMON RETIREMENT FUND$30.2M1
45Robeco Institutional Asset Management B.V.$28.6M1
46ENVESTNET ASSET MANAGEMENT INC$27.9M1
47ASR Vermogensbeheer N.V.$27.4M1
48Nuveen, LLC$27.0M1
49Qube Research & Technologies Ltd$26.7M1
50SEI INVESTMENTS CO$26.3M1
51Triodos Investment Management BV$26.1M1
52Arbejdsmarkedets Tillaegspension$25.1M1
53DEUTSCHE BANK AG\$24.2M1
54SCHWERIN BOYLE CAPITAL MANAGEMENT INC$20.8M1
55Assenagon Asset Management S.A.$20.1M1
56CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$20.0M1
57Quantinno Capital Management LP$19.8M1
58PRINCIPAL FINANCIAL GROUP INC$19.1M1
59JACOBS LEVY EQUITY MANAGEMENT, INC$18.6M1
60ASHFORD CAPITAL MANAGEMENT INC$17.8M1
61WELLS FARGO & COMPANY/MN$17.7M1
62ALLIANCEBERNSTEIN L.P.$17.1M1
63Swiss National Bank$17.0M1
64MOORE CAPITAL MANAGEMENT, LP$15.2M1
65INTECH INVESTMENT MANAGEMENT LLC$13.8M1
66Lightrock Netherlands B.V.$12.6M1
67ALTRINSIC GLOBAL ADVISORS LLC$12.1M1
68BNP Paribas Asset Management Holding S.A.$12.0M1
69AMERIPRISE FINANCIAL INC$11.9M1
70STATE OF WISCONSIN INVESTMENT BOARD$11.9M1
71Gotham Asset Management, LLC$11.8M1
72NORDEA INVESTMENT MANAGEMENT AB$11.8M1
73Legal & General Group Plc$11.7M1
74Distillate Capital Partners LLC$11.6M1
75FRANKLIN RESOURCES INC$11.5M1
76MILLENNIUM MANAGEMENT LLC$11.3M1
77WEDGE CAPITAL MANAGEMENT L L P/NC$11.1M1
78Susquehanna Portfolio Strategies, LLC$10.7M1
79Swedbank AB$10.5M1
80Retirement Systems of Alabama$10.5M1
81CANADA PENSION PLAN INVESTMENT BOARD$9.6M1
82RAYMOND JAMES FINANCIAL INC$9.3M1
83SYSTEMATIC FINANCIAL MANAGEMENT LP$9.1M1
84Copeland Capital Management, LLC$8.9M1
85VOYA INVESTMENT MANAGEMENT LLC$8.8M1
86Bridgewater Associates, LP$8.4M1
87BALYASNY ASSET MANAGEMENT L.P.$8.4M1
88TEACHER RETIREMENT SYSTEM OF TEXAS$8.3M1
89TD ASSET MANAGEMENT INC$8.3M1
90VANGUARD ASSET MANAGEMENT, Ltd$7.9M1
91FEDERATED HERMES, INC.$7.9M1
92KENNEDY CAPITAL MANAGEMENT LLC$7.4M1
93Illinois Municipal Retirement Fund$7.4M1
94ABN AMRO Bank N.V.$7.4M1
95CITIGROUP INC$7.2M1
96KLP KAPITALFORVALTNING AS$7.2M1
97LAZARD ASSET MANAGEMENT LLC$7.1M1
98McKinley Carter Wealth Services, Inc.$7.0M1
99STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$6.7M1
100Vest Financial, LLC$6.3M1
101Squarepoint Ops LLC$6.1M1
102UniSuper Management Pty Ltd$6.1M1
103MANUFACTURERS LIFE INSURANCE COMPANY, THE$6.1M1
104Y-Intercept (Hong Kong) Ltd$6.0M1
105Creative Planning$5.9M1
106Holocene Advisors, LP$5.9M1
107OPPENHEIMER & CO INC$5.9M1
108ZACKS INVESTMENT MANAGEMENT$5.8M1
109Hedeker Wealth, LLC$5.6M1
110Moran Wealth Management, LLC$5.4M1
111LPL Financial LLC$5.3M1
112Livforsakringsbolaget Skandia, Omsesidigt$5.3M1
113B. Metzler seel. Sohn & Co. AG$5.1M1
114Zurcher Kantonalbank (Zurich Cantonalbank)$5.0M1
115MERCER GLOBAL ADVISORS INC /ADV$4.9M1
116SEB Asset Management AB$4.8M1
117Hudson Bay Capital Management LP$4.8M1
118OpenArc Corporate Advisory, LLC$4.5M1
119Mariner, LLC$4.4M1
120Grantham, Mayo, Van Otterloo & Co. LLC$4.4M1
121PRUDENTIAL FINANCIAL INC$4.3M1
122NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$4.3M1
123CIBC Bancorp USA Inc.$4.3M1
124MetLife Investment Management, LLC$4.2M1
125SCHRODER INVESTMENT MANAGEMENT GROUP$4.2M1
126Aquatic Capital Management LLC$4.2M1
127OPPENHEIMER ASSET MANAGEMENT INC.$3.9M1
128FIFTH THIRD BANCORP$3.8M1
129Amundi$3.8M1
130Janus Henderson Group Ltd.$3.8M1
131NISA INVESTMENT ADVISORS, LLC$3.8M1
132EULAV Asset Management$3.6M1
133Vanguard Global Advisers, LLC$3.5M1
134FORA Capital, LLC$3.4M1
135Corient Private Wealth LLC$3.4M1
136NOMURA ASSET MANAGEMENT CO LTD$3.4M1
137Engineers Gate Manager LP$3.3M1
138MML INVESTORS SERVICES, LLC$3.3M1
139MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.3M1
140Quilter Plc$3.2M1
141Lighthouse Investment Partners, LLC$3.1M1
142Swiss Life Asset Management Ltd$3.1M1
143EVOLVE PRIVATE WEALTH, LLC$3.1M1
144Connor, Clark & Lunn Investment Management Ltd.$3.0M1
145BLAIR WILLIAM & CO/IL$3.0M1
146XTX Topco Ltd$3.0M1
147M&T BANK CORP$3.0M1
148Mitsubishi UFJ Trust & Banking Corp$3.0M1
149ROYAL BANK OF CANADA$2.9M1
150State of New Jersey Common Pension Fund D$2.9M1
151Cetera Investment Advisers$2.9M1
152Cerity Partners LLC$2.9M1
153MARKEL GROUP INC.$2.7M1
154PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$2.7M1
155QRG CAPITAL MANAGEMENT, INC.$2.6M1
156STIFEL FINANCIAL CORP$2.6M1
157Quadrature Capital Ltd$2.5M1
158Pathstone Holdings, LLC$2.5M1
159HSBC HOLDINGS PLC$2.4M1
160Arizona State Retirement System$2.4M1
161Daiwa Securities Group Inc.$2.3M1
162INTREPID CAPITAL MANAGEMENT INC$2.3M1
163GHP Investment Advisors, Inc.$2.3M1
164Edgestream Partners, L.P.$2.3M1
165WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.2M1
166Vestmark Advisory Solutions, Inc.$2.1M1
167ELEVATION POINT WEALTH PARTNERS, LLC$2.1M1
168COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.1M1
169Vanguard Investments Australia, Ltd.$2.1M1
170STATE OF MICHIGAN RETIREMENT SYSTEM$2.0M1
171BANK OF MONTREAL /CAN/$1.9M1
172CWM, LLC$1.9M1
173NewEdge Wealth, LLC$1.9M1
174NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.9M1
175Orion Porfolio Solutions, LLC$1.9M1
176Diversified Trust Co$1.8M1
177OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.8M1
178Focus Partners Wealth$1.7M1
179Clearstead Advisors, LLC$1.7M1
180Vident Advisory, LLC$1.7M1
181Freestone Grove Partners LP$1.7M1
182Rockefeller Capital Management L.P.$1.7M1
183RBF Capital, LLC$1.7M1
184NorthCrest Asset Manangement, LLC$1.7M1
185LEVEL FOUR ADVISORY SERVICES, LLC$1.6M1
186Linden Thomas Advisory Services, LLC$1.6M1
187Brevan Howard Capital Management LP$1.6M1
188Ameritas Investment Partners, Inc.$1.6M1
189Fiduciary Group, LLC$1.5M1
190Rehmann Capital Advisory Group$1.5M1
191Morningstar Investment Management LLC$1.5M1
192Vanguard Personalized Indexing Management, LLC$1.5M1
193EDENTREE ASSET MANAGEMENT Ltd$1.5M1
194Numerai GP LLC$1.5M1
195ALPS ADVISORS INC$1.5M1
196O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.5M1
197Summit Trail Advisors, LLC$1.4M1
198Utah Retirement Systems$1.4M1
199IEQ CAPITAL, LLC$1.4M1
200Pictet Asset Management Holding SA$1.4M1
201Apollon Wealth Management, LLC$1.4M1
202J. Safra Sarasin Holding AG$1.4M1
203VICTORY CAPITAL MANAGEMENT INC$1.4M1
204Evercore Wealth Management, LLC$1.4M1
205Atria Investments, Inc$1.3M1
206&PARTNERS$1.3M1
207HB Wealth Management, LLC$1.3M1
208OSAIC HOLDINGS, INC.$1.3M1
209Tidal Investments LLC$1.3M1
210TRUIST FINANCIAL CORP$1.2M1
211BAILARD, INC.$1.2M1
212WINTON GROUP Ltd$1.2M1
213Regents Gate Capital LLP$1.2M1
214NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.2M1
215XPONANCE LLC$1.2M1
216Radnor Capital Management, LLC$1.2M1
217MEEDER ASSET MANAGEMENT INC$1.1M1
218Kestra Advisory Services, LLC$1.1M1
219Advisors Asset Management, Inc.$1.1M1
220PRINCIPAL SECURITIES, INC.$1.1M1
221AIGEN INVESTMENT MANAGEMENT, LP$1.0M1
222BROWN ADVISORY INC$1.0M1
223Allspring Global Investments Holdings, LLC$968K1
224Van Hulzen Asset Management, LLC$941K1
225PRIVATE CLIENT SERVICES, LLC$940K1
226Empowered Funds, LLC$908K1
227SALEM INVESTMENT COUNSELORS INC$903K1
228Twelve Points Wealth Management LLC$901K1
229US BANCORP \DE\$879K1
230Polymer Capital Management (US) LLC$861K1
231Bridgefront Capital, LLC$842K1
232Berkeley Capital Partners, LLC$827K1
233Quantbot Technologies LP$814K1
234Ferguson Shapiro LLC$813K1
235Illumine Investment Management, LLC$808K1
236BENJAMIN EDWARDS INC$783K1
237Arcus Capital Partners, LLC$741K1
238NewEdge Advisors, LLC$723K1
239QUADRANT CAPITAL GROUP LLC$699K1
240PANAGORA ASSET MANAGEMENT INC$699K1
241GATEWAY INVESTMENT ADVISERS LLC$695K1
242MACKENZIE FINANCIAL CORP$688K1
243WBI INVESTMENTS, LLC$660K1
244SECURIAN ASSET MANAGEMENT, INC$648K1
245Verition Fund Management LLC$646K1
246SVB WEALTH LLC$638K1
247Register Financial Advisors LLC$629K1
248RITHOLTZ WEALTH MANAGEMENT$580K1
249HighTower Advisors, LLC$575K1
250Heritage Investment Group, Inc.$561K1
251IMC-Chicago, LLC$549K1
252MTM Investment Management, LLC$547K1
253RENAISSANCE TECHNOLOGIES LLC$544K1
254Federation des caisses Desjardins du Quebec$532K1
255Legacy Wealth Asset Management, LLC$529K1
256Laird Norton Wetherby Trust Company, LLC$528K1
257SouthState Bank Corp$503K1
258Sequoia Financial Advisors, LLC$498K1
259Waverly Advisors, LLC$495K1
260Chicago Partners Investment Group LLC$486K1
261Sumitomo Mitsui Trust Group, Inc.$483K1
262BEACON INVESTMENT ADVISORS LLC$482K1
263DnB Asset Management AS$479K1
264Sanctuary Advisors, LLC$470K1
265MIRABELLA FINANCIAL SERVICES LLP$468K1
266Maryland State Retirement & Pension System$465K1
267Pinnacle Financial Partners, Inc.$461K1
268Aster Capital Management (DIFC) Ltd$456K1
269Ensign Peak Advisors, Inc$445K1
270BEACON INVESTMENT ADVISORY SERVICES, INC.$443K1
271Independent Advisor Alliance$439K1
272Gateway Wealth Partners, LLC$433K1
273denkapparat Operations GmbH$428K1
274Crossmark Global Holdings, Inc.$414K1
275Berman McAleer LLC$414K1
276Capital Investment Advisors, LLC$407K1
277Badgley Phelps Wealth Managers, LLC$405K1
2781832 Asset Management L.P.$402K1
279Merit Financial Group, LLC$391K1
280JOHNSON INVESTMENT COUNSEL INC$390K1
281Inspire Investing, LLC$382K1
282CITADEL ADVISORS LLC$374K1
283ISTHMUS PARTNERS, LLC$371K1
284First City Capital Management, Inc.$368K1
285LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$368K1
286VestGen Advisors, LLC$366K1
287Mirae Asset Global Investments Co., Ltd.$366K1
288B.O.S.S. Retirement Advisors, LLC$365K1
289Apella Capital, LLC$362K1
290Sivia Capital Partners, LLC$353K1
291JANE STREET GROUP, LLC$351K1
292BURNEY CO/$346K1
293MQS Management LLC$345K1
294EVERGREEN CAPITAL MANAGEMENT LLC$344K1
295ProShare Advisors LLC$343K1
296Tower Research Capital LLC (TRC)$341K1
297COLDSTREAM CAPITAL MANAGEMENT INC$339K1
298Resonant Capital Advisors, LLC$336K1
299LECAP ASSET MANAGEMENT LTD$323K1
300NATIXIS$323K1
301PERSONAL CFO SOLUTIONS, LLC$314K1
302EP Wealth Advisors, LLC$313K1
303Concurrent Investment Advisors, LLC$310K1
304MONTAG A & ASSOCIATES INC$309K1
305KANAWHA CAPITAL MANAGEMENT LLC$301K1
306Fifth Third Wealth Advisors LLC$291K1
307SHELTON CAPITAL MANAGEMENT$288K1
308SAGESPRING WEALTH PARTNERS, LLC$281K1
309GLENMEDE TRUST CO NA$276K1
310CIBC Asset Management Inc$272K1
311Envestnet Portfolio Solutions, Inc.$270K1
312Krilogy Financial LLC$269K1
313State of Wyoming$266K1
314Cooper Financial Group$263K1
315MATHER GROUP, LLC.$262K1
316Ballentine Partners, LLC$262K1
317Focus Partners Advisor Solutions, LLC$256K1
318UNITED CAPITAL FINANCIAL ADVISORS, LLC$254K1
319CAXTON ASSOCIATES LLP$254K1
320Lido Advisors, LLC$253K1
321North Dakota State Investment Board$253K1
322World Investment Advisors$251K1
323CSS LLC/IL$251K1
324WADDELL & ASSOCIATES, LLC$249K1
325GREENLEAF TRUST$247K1
326Blue Trust, Inc.$245K1
327Allworth Financial LP$239K1
328Caitlin John, LLC$239K1
329Banque Cantonale Vaudoise$239K1
330Advisors Capital Management, LLC$237K1
331CATALYST FINANCIAL PARTNERS LLC$234K1
332Wealthfront Advisers LLC$228K1
333CAPSTONE INVESTMENT ADVISORS, LLC$228K1
334Perigon Wealth Management, LLC$226K1
335Ameritas Advisory Services, LLC$223K1
336Baker Avenue Asset Management, LP$219K1
337Fieldview Capital Management, LLC$215K1
338GeoWealth Management, LLC$213K1
339Sound View Wealth Advisors Group, LLC$207K1
340Curi Capital, LLC$205K1
341Compound Planning, Inc.$204K1
342Bull Harbor Capital LLC$200K1
343MAI Capital Management$186K1
344EXCHANGE TRADED CONCEPTS, LLC$176K1
345Atlantic Union Bankshares Corp$171K1
346ACADIAN ASSET MANAGEMENT LLC$163K1
347ASSETMARK, INC$158K1
348Eurizon Capital SGR S.p.A.$153K1
349Hilltop National Bank$133K1
350NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$126K1
351Quarry LP$124K1
352SIGNATUREFD, LLC$117K1
353UMB Bank, n.a.$112K1
354DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$85.2K1
355Wilmington Savings Fund Society, FSB$84.1K1
356New Age Alpha Advisors, LLC$80.7K1
357Arax Advisory Partners$73.1K1
358Westfuller Advisors, LLC$60.8K1
359Steward Partners Investment Advisory, LLC$58.6K1
360THRIVENT FINANCIAL FOR LUTHERANS$46.8K1
361Leonteq Securities AG$42.9K1
362SIMPLEX TRADING, LLC$41.8K1
363ESSEX INVESTMENT MANAGEMENT CO LLC$36.7K1
364Westside Investment Management, Inc.$33.9K1
365Transamerica Financial Advisors, LLC$28.6K1
366Keating Financial Advisory Services, Inc.$28.3K1
367Measured Wealth Private Client Group, LLC$26.9K1
368Parkside Financial Bank & Trust$25.8K1
369True Wealth Design, LLC$23.5K1
370DANSKE BANK A/S$22.4K1
371DELTA ASSET MANAGEMENT LLC/TN$21.9K1
372FINANCIAL CONSULATE, INC$21.0K1
373ENTRUST FINANCIAL LLC$21.0K1
374Miller Capital Partners, Inc.$20.7K1
375CENTRAL TRUST Co$19.6K1
376Basecamp Wealth Advisors LLC$18.8K1
377Larson Financial Group LLC$17.9K1
378Walleye Trading LLC$17.4K1
379Global X Japan Co., Ltd.$17.4K1
380Treasurer of the State of North Carolina$17.1K1
381Bayforest Capital Ltd$14.6K1
382ATWOOD & PALMER INC$14.3K1
383ELEVATION WEALTH PARTNERS, LLC$13.7K1
384Smartleaf Asset Management LLC$13.6K1
385JFS WEALTH ADVISORS, LLC$11.8K1
386ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$11.2K1
387Bell Investment Advisors, Inc$11.2K1
388Mitsubishi UFJ Asset Management Co., Ltd.$10.9K1
389NEW YORK STATE TEACHERS RETIREMENT SYSTEM$9.6K1
390CVA Family Office, LLC$8.7K1
391SJS Investment Consulting Inc.$8.1K1
392Frazier Financial Advisors, LLC$7.8K1
393Pinnacle Wealth Planning Services, Inc.$7.8K1
394Sachetta, LLC$7.6K1
395FARMERS & MERCHANTS INVESTMENTS INC$7.0K1
396KBC Group NV$7.0K1
397Plato Investment Management Ltd$6.4K1
398Signature Equity Partners, LLC$6.2K1
399Ritter Daniher Financial Advisory LLC / DE$6.2K1
400Asset Dedication, LLC$5.6K1
401WealthCollab, LLC$5.6K1
402EVOLUTION WEALTH MANAGEMENT INC.$5.6K1
403SBI Securities Co., Ltd.$5.3K1
404JPL Wealth Management, LLC$5.0K1
405CANADA LIFE ASSURANCE Co$5.0K1
406BROWN, LISLE/CUMMINGS, INC.$4.5K1
407Private Wealth Management Group, LLC$4.5K1
408DekaBank Deutsche Girozentrale$4.3K1
409ALGERT GLOBAL LLC$4.2K1
410AMALGAMATED BANK$3.9K1
411Grove Bank & Trust$3.4K1
412Clearstead Trust, LLC$3.4K1
413Fairman Group, LLC$3.4K1
414Rialto Wealth Management, LLC$3.4K1
415MidFirst Bank$3.4K1
416Marquette Asset Management, LLC$3.1K1
417United Financial Planning Group LLC$2.8K1
418Salomon & Ludwin, LLC$2.7K1
419CBIZ Investment Advisory Services, LLC$2.2K1
420Cassaday & Co Wealth Management LLC$2.0K1
421NEW MEXICO EDUCATIONAL RETIREMENT BOARD$1.8K1
422DiNuzzo Private Wealth, Inc.$1.7K1
423PARK AVENUE SECURITIES LLC$1.5K1
424Cromwell Holdings LLC$1.4K1
425WPG Advisers, LLC$1.4K1
426PICTON MAHONEY ASSET MANAGEMENT$1.1K1
427Investors Portfolio Services LLC$8541
428State of Alaska, Department of Revenue$8471
429Manchester Capital Management LLC$8411
430Prestige Wealth Management Group LLC$8411
431Elevated Capital Advisors, LLC$8411
432HFM Investment Advisors, LLC$8411
433Vestcor Inc$6931
434Physician Wealth Advisors, Inc.$5611
435Quaker Wealth Management, LLC$2811
436S&CO INC$2801
437Vermillion Wealth Management, Inc.$2801
438Nemes Rush Group LLC$2801
439Murphy & Mullick Capital Management Corp$2801
440Hayek Kallen Investment Management$2531
441Claret Asset Management Corp$2121
442Employees Retirement System of Texas$921
443Penserra Capital Management LLC$461
444HAZLETT, BURT & WATSON, INC.$351
445CX Institutional$161
446Centerpoint Advisors, LLC$71
447VALLEY NATIONAL ADVISERS INC$11
448Activest Wealth Management$01
449Jefferies Financial Group Inc.— value not disclosed1
450VANGUARD GROUP INC— value not disclosed1
451COMMONWEALTH EQUITY SERVICES, LLC— value not disclosed1
452HANCOCK WHITNEY CORP— value not disclosed1
453HARBOUR INVESTMENTS, INC.— value not disclosed1
454Brandywine Global Investment Management, LLC— value not disclosed1
455TOTH FINANCIAL ADVISORY CORP— value not disclosed1
456COMERICA BANK— value not disclosed1
457GLOBEFLEX CAPITAL L P— value not disclosed1
458NATIONAL BANK OF CANADA /FI/— value not disclosed1
459TORONTO DOMINION BANK— value not disclosed1
460VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
461COMMERCE BANK— value not disclosed1
462PARSONS CAPITAL MANAGEMENT INC/RI— value not disclosed1
463ARVEST INVESTMENTS, INC.— value not disclosed1
464POLEN CAPITAL MANAGEMENT LLC— value not disclosed1
465FIRST CITIZENS BANK & TRUST CO— value not disclosed1
466EASTERN BANK— value not disclosed1
467ALLIANZ SE— value not disclosed1
468PROFUND ADVISORS LLC— value not disclosed1
469WEDBUSH SECURITIES INC— value not disclosed1
470ADAGE CAPITAL PARTNERS GP, L.L.C.— value not disclosed1
471CREDIT AGRICOLE S A— value not disclosed1
472FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.— value not disclosed1
473CIBC Private Wealth Group LLC— value not disclosed1
474Graham Capital Management, L.P.— value not disclosed1
475Allen Investment Management, LLC— value not disclosed1
476GSA CAPITAL PARTNERS LLP— value not disclosed1
477NORGES BANK— value not disclosed1
478SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC— value not disclosed1
479Artisan Partners Limited Partnership— value not disclosed1
480HRT FINANCIAL LP— value not disclosed1
481TWO SIGMA ADVISERS, LP— value not disclosed1
482Voleon Capital Management LP— value not disclosed1
483Meiji Yasuda Asset Management Co Ltd.— value not disclosed1
484Empirical Financial Services, LLC d.b.a. Empirical Wealth Management— value not disclosed1
485Genus Capital Management Inc.— value not disclosed1
486Skandinaviska Enskilda Banken AB (publ)— value not disclosed1
487Palestra Capital Management LLC— value not disclosed1
488JNBA Financial Advisors— value not disclosed1
489Strategic Global Advisors, LLC— value not disclosed1
490Battery Global Advisors, LLC— value not disclosed1
491Composition Wealth, LLC— value not disclosed1
492Interval Partners, LP— value not disclosed1
493Point72 Asset Management, L.P.— value not disclosed1
494Fort Sheridan Advisors LLC— value not disclosed1
495Caprock Group, LLC— value not disclosed1
496Trexquant Investment LP— value not disclosed1
497Sowell Financial Services LLC— value not disclosed1
498Wealthspire Advisors, LLC— value not disclosed1
499Schonfeld Strategic Advisors LLC— value not disclosed1
500CHOREO, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 448 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 AYI

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for AYI · financials and macro

Financials — as filed PLANNED

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