Public record / Tickers / BMI

BMI — BADGER METER INC†

Both disclosure regimes on one name: who in Congress filed about BMI, 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
7
all PTR rows naming BMI
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-12
filed 2025-08-12
13F holders
462
top-462 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

SELL · traded 2024-12-18 → filed 2024-12-31. Ranked over every BMI row by the provable lower bound, never a point estimate.

No member disclosed BMI 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

2 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. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING BMI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning BMI
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-12Markwayne Mullin R–OKBUY SP (spouse-owned)Traded 2024-01-04 LATE·586d$1K–$15Kamendment pending
2025-08-12Markwayne Mullin R–OKBUYTraded 2024-01-04 LATE·586d$1K–$15Kamendment pending
2024-12-31Markwayne Mullin R–OKSELLTraded 12-18 +13d$1K–$15K
2024-12-31Markwayne Mullin R–OKSELL SP (spouse-owned)Traded 12-18 +13d$15K–$50K
2016-07-13Suzan K. DelBene D–WA-1SELL JT (jointly owned)Traded 06-09 +34d$15K–$50K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 7 ↗

Members active in BMI

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

No member disclosed BMI in the trailing 12 months.

Congress ↔ notable managers · BMI

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 Tudor Investment Corp $16.7M held

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

Merged timeline of congressional filings and notable-manager moves on BMI
DateWhoChangeSize
2026-05-15Fundsmith 13FNEW+142,491 sh
2026-05-15Gotham Asset Management 13FADD+2,079 sh
2026-05-15Tudor Investment Corp 13FTRIM−21,043 sh
2026-05-14Caxton Associates 13FNEW+31,802 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

Top institutional holders of BMI for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$754M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$374M1
3STATE STREET CORP$232M1
4VANGUARD CAPITAL MANAGEMENT LLC$198M1
5GEODE CAPITAL MANAGEMENT, LLC$143M1
6UBS Group AG$131M1
7Invesco Ltd.$119M1
8MORGAN STANLEY$101M1
9FIRST TRUST ADVISORS LP$85.4M1
10DIMENSIONAL FUND ADVISORS LP$82.3M1
11Amundi$70.0M1
12Pictet Asset Management Holding SA$60.1M1
13NORTHERN TRUST CORP$50.7M1
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC$48.7M1
15BAMCO INC /NY/$47.6M1
16BANK OF AMERICA CORP /DE/$44.6M1
17MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$40.2M1
18Rockefeller Capital Management L.P.$39.9M1
19FRANKLIN RESOURCES INC$33.7M1
20VANGUARD FIDUCIARY TRUST CO$31.4M1
21Bank of New York Mellon Corp$31.3M1
22Grantham, Mayo, Van Otterloo & Co. LLC$31.0M1
23Legal & General Group Plc$30.9M1
24RENAISSANCE TECHNOLOGIES LLC$30.3M1
25AMERICAN CAPITAL MANAGEMENT INC$28.3M1
26TD ASSET MANAGEMENT INC$27.7M1
27PRINCIPAL FINANCIAL GROUP INC$27.5M1
28Belpointe Asset Management LLC$27.3M1
29Tidal Investments LLC$24.9M1
30STOREBRAND ASSET MANAGEMENT AS$23.7M1
31ROYAL BANK OF CANADA$22.2M1
32Fundsmith LLP$21.7M1
33Robeco Schweiz AG$21.5M1
34ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$21.0M1
35Nuveen, LLC$20.6M1
36FUNDSMITH INVESTMENT SERVICES LTD.$20.2M1
37JUPITER ASSET MANAGEMENT LTD$20.0M1
38ENVESTNET ASSET MANAGEMENT INC$20.0M1
39MILLENNIUM MANAGEMENT LLC$19.2M1
40RAYMOND JAMES FINANCIAL INC$19.2M1
41Allianz Asset Management GmbH$19.2M1
42Conestoga Capital Advisors, LLC$18.7M1
43DUDLEY & SHANLEY, INC.$18.6M1
44VOLORIDGE INVESTMENT MANAGEMENT, LLC$17.3M1
45TUDOR INVESTMENT CORP ET AL$16.7M1
46PUBLIC SECTOR PENSION INVESTMENT BOARD$16.1M1
47MAIRS & POWER INC$16.0M1
48CONGRESS ASSET MANAGEMENT CO$15.6M1
49Epoch Investment Partners, Inc.$15.4M1
50DEUTSCHE BANK AG\$14.3M1
51Select Equity Group, L.P.$14.0M1
52EULAV Asset Management$13.9M1
53Rodgers Brothers Inc.$13.6M1
54COMMONWEALTH EQUITY SERVICES, LLC$13.3M1
55UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$13.2M1
56ProShare Advisors LLC$12.8M1
57ALPS ADVISORS INC$12.0M1
58Squarepoint Ops LLC$11.6M1
59BROWN CAPITAL MANAGEMENT LLC$11.0M1
60Swiss Life Asset Management Ltd$10.8M1
61AMERIPRISE FINANCIAL INC$10.8M1
62Triodos Investment Management BV$9.9M1
63Man Group plc$9.9M1
64WELLS FARGO & COMPANY/MN$9.5M1
65Cerity Partners LLC$9.3M1
66Granite Investment Partners, LLC$9.3M1
67VICTORY CAPITAL MANAGEMENT INC$9.1M1
68Swiss National Bank$8.9M1
69Waverly Advisors, LLC$8.2M1
70Curi Capital, LLC$7.9M1
71Zurcher Kantonalbank (Zurich Cantonalbank)$7.4M1
72AQR CAPITAL MANAGEMENT LLC$7.0M1
73KLP KAPITALFORVALTNING AS$6.8M1
74ALTA CAPITAL MANAGEMENT LLC/$6.8M1
75TEACHER RETIREMENT SYSTEM OF TEXAS$6.7M1
76DUFF & PHELPS INVESTMENT MANAGEMENT CO$6.6M1
77CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$6.4M1
78Candriam S.C.A.$6.4M1
79ALLIANCEBERNSTEIN L.P.$6.4M1
80NEW YORK STATE COMMON RETIREMENT FUND$6.3M1
81CI INVESTMENTS INC.$6.2M1
82CITADEL ADVISORS LLC$6.1M1
83Bridge City Capital, LLC$6.0M1
84Meiji Yasuda Asset Management Co Ltd.$6.0M1
85Universal- Beteiligungs- und Servicegesellschaft mbH$5.8M1
86SEI INVESTMENTS CO$5.8M1
87LPL Financial LLC$5.6M1
88D. E. Shaw & Co., Inc.$5.5M1
89FEDERATED HERMES, INC.$5.4M1
90Palisades Investment Partners, LLC$5.4M1
91Wilmington Savings Fund Society, FSB$5.2M1
92HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$5.1M1
93CAXTON ASSOCIATES LLP$4.8M1
94TWO SIGMA INVESTMENTS, LP$4.7M1
95PRUDENTIAL FINANCIAL INC$4.6M1
96NEEDHAM INVESTMENT MANAGEMENT LLC$4.6M1
97STATE OF WISCONSIN INVESTMENT BOARD$4.5M1
98OSAIC HOLDINGS, INC.$4.4M1
99Creative Planning$4.3M1
100CITIGROUP INC$4.3M1
101UniSuper Management Pty Ltd$4.2M1
102US BANCORP \DE\$4.0M1
103VANGUARD ASSET MANAGEMENT, Ltd$4.0M1
104NORTHSTAR ASSET MANAGEMENT INC$3.8M1
105TRILLIUM ASSET MANAGEMENT, LLC$3.8M1
106Dorsey & Whitney Trust CO LLC$3.7M1
107Holocene Advisors, LP$3.7M1
108AMERICAN CENTURY COMPANIES INC$3.5M1
109Edgestream Partners, L.P.$3.5M1
110EFG International AG$3.4M1
111Vest Financial, LLC$3.4M1
112Hennion & Walsh Asset Management, Inc.$3.2M1
113Cardinal Capital Management$3.1M1
114FIFTH THIRD BANCORP$3.1M1
115Regency Capital Management Inc.\DE$3.0M1
116BLI - Banque de Luxembourg Investments$3.0M1
117Summit Financial, LLC$2.8M1
118INTECH INVESTMENT MANAGEMENT LLC$2.8M1
119XXEC, Inc.$2.7M1
120OLD SECOND NATIONAL BANK OF AURORA$2.6M1
121Avior Wealth Management, LLC$2.5M1
122Farrow Financial, Inc.$2.5M1
123MetLife Investment Management, LLC$2.5M1
124DnB Asset Management AS$2.4M1
125Illinois Municipal Retirement Fund$2.4M1
126SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.3M1
127STIFEL FINANCIAL CORP$2.3M1
128Advisors Asset Management, Inc.$2.3M1
129Assenagon Asset Management S.A.$2.2M1
130LRT Capital Management, LLC$2.2M1
131MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.1M1
132State of New Jersey Common Pension Fund D$2.1M1
133BANK OF MONTREAL /CAN/$2.1M1
134Linden Thomas Advisory Services, LLC$2.0M1
135FMR LLC$2.0M1
136Janus Henderson Group Ltd.$2.0M1
137Annex Advisory Services, LLC$1.9M1
138Vanguard Global Advisers, LLC$1.8M1
139Kestra Advisory Services, LLC$1.8M1
140AGF MANAGEMENT LTD$1.7M1
141Numerai GP LLC$1.7M1
142BOWEN HANES & CO INC$1.7M1
143BARCLAYS PLC$1.6M1
144MARTINGALE ASSET MANAGEMENT L P$1.6M1
145TRUIST FINANCIAL CORP$1.6M1
146Meiji Yasuda Life Insurance Co$1.5M1
147Pathstone Holdings, LLC$1.5M1
148KORNITZER CAPITAL MANAGEMENT INC /KS$1.4M1
149CIM, LLC$1.4M1
150Kiker Wealth Management, LLC$1.4M1
151KENNEDY CAPITAL MANAGEMENT LLC$1.4M1
152ESSEX INVESTMENT MANAGEMENT CO LLC$1.4M1
153SEB Asset Management AB$1.4M1
154Aberdeen Group plc$1.3M1
155Quantbot Technologies LP$1.3M1
156Arizona State Retirement System$1.2M1
157YOUSIF CAPITAL MANAGEMENT, LLC$1.2M1
158ROYCE & ASSOCIATES LP$1.2M1
159IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.2M1
160Connor, Clark & Lunn Investment Management Ltd.$1.2M1
161BAHL & GAYNOR INC$1.2M1
162Sumitomo Mitsui Trust Group, Inc.$1.2M1
163Vontobel Holding Ltd.$1.2M1
164Union Bancaire Privee, UBP SA$1.1M1
165Ethic Inc.$1.1M1
166Calamos Advisors LLC$1.1M1
167Calamos Wealth Management LLC$1.1M1
168Montanaro Asset Management Ltd$1.1M1
169COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.1M1
170Values First Advisors, Inc.$1.1M1
171Amova Asset Management Americas, Inc.$1.1M1
172Sierra Legacy Group$1.1M1
173Vanguard Investments Australia, Ltd.$1.1M1
174DIVERSIFY WEALTH MANAGEMENT, LLC$1.1M1
175Johnson Financial Group, Inc.$1.0M1
176OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.0M1
177STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.0M1
178MML INVESTORS SERVICES, LLC$1.0M1
179Cetera Investment Advisers$972K1
180ODDO BHF ASSET MANAGEMENT SAS$972K1
181SBI Okasan Asset Management Co.Ltd.$948K1
182Navigation Group, LLC$931K1
183VOYA INVESTMENT MANAGEMENT LLC$931K1
184CenterBook Partners LP$923K1
185LEVEL FOUR ADVISORY SERVICES, LLC$923K1
186River Street Advisors LLC$920K1
187Vanguard Personalized Indexing Management, LLC$906K1
188FLPUTNAM INVESTMENT MANAGEMENT CO$894K1
189Corient Private Wealth LLC$878K1
190Van Hulzen Asset Management, LLC$872K1
191BOOTHBAY FUND MANAGEMENT, LLC$869K1
192Caption Management, LLC$838K1
193Pinnacle Financial Partners, Inc.$826K1
194MERCER GLOBAL ADVISORS INC /ADV$804K1
195Gotham Asset Management, LLC$791K1
196OFI INVEST ASSET MANAGEMENT$782K1
197Quadrature Capital Ltd$774K1
198MARIETTA INVESTMENT PARTNERS LLC$750K1
199MISSION WEALTH MANAGEMENT, LP$704K1
200ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$683K1
201OP Asset Management Ltd$654K1
202Maryland State Retirement & Pension System$654K1
203Legato Capital Management LLC$635K1
204Envestnet Portfolio Solutions, Inc.$628K1
205DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$627K1
206Inspire Investing, LLC$623K1
207HighTower Advisors, LLC$604K1
208Grandeur Peak Global Advisors, LLC$592K1
209Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$570K1
210Vident Advisory, LLC$566K1
211FIRST CITIZENS BANK & TRUST CO$566K1
212Plus Group Wealth Advisors LLC$563K1
213Sequoia Financial Advisors, LLC$554K1
214QUADRANT CAPITAL GROUP LLC$553K1
215FIRST INTERSTATE BANK$548K1
216BENJAMIN EDWARDS INC$547K1
217Norway Savings Bank$540K1
218DAVENPORT & Co LLC$518K1
219MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$514K1
220Skandinaviska Enskilda Banken AB (publ)$508K1
221XPONANCE LLC$500K1
222KLCM Advisors, Inc.$488K1
223PPS&V ASSET MANAGEMENT CONSULTANTS, INC.$488K1
224Atria Investments, Inc$482K1
225Crossmark Global Holdings, Inc.$465K1
226AVIVA PLC$453K1
227WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$451K1
228CIBC Bancorp USA Inc.$449K1
229EXCHANGE TRADED CONCEPTS, LLC$441K1
230SCHRODER INVESTMENT MANAGEMENT GROUP$437K1
231D.B. Root & Company, LLC$433K1
232Quantinno Capital Management LP$431K1
233Empowered Funds, LLC$426K1
234Ellenbecker Investment Group$413K1
235Baird Financial Group, Inc.$400K1
236FORA Capital, LLC$399K1
237OPPENHEIMER ASSET MANAGEMENT INC.$374K1
238Ballentine Partners, LLC$370K1
239Corient IA LLC$369K1
240Ameritas Investment Partners, Inc.$367K1
241Modern Wealth Management, LLC$366K1
242Tower Research Capital LLC (TRC)$365K1
243Gibbs Wealth Management$353K1
244EVERGREEN CAPITAL MANAGEMENT LLC$351K1
245FIL Ltd$348K1
246BURNEY CO/$347K1
247Cresset Asset Management, LLC$344K1
248SATURNA CAPITAL CORP$340K1
249Midwest Professional Planners, LTD.$334K1
250Inspire Advisors, LLC$328K1
251Cullen Capital Management, LLC$319K1
252Caitlin John, LLC$317K1
253O'SHAUGHNESSY ASSET MANAGEMENT, LLC$317K1
254Focus Partners Wealth$314K1
255Brevan Howard Capital Management LP$297K1
256Columbia Bank$297K1
257Alliance Wealth Advisors, LLC /UT$297K1
258Alpha Wealth Funds, LLC$296K1
259XTX Topco Ltd$295K1
260Chevy Chase Trust Holdings, LLC$294K1
261PFG Investments, LLC$289K1
262Sage Mountain Advisors LLC$278K1
263&PARTNERS$273K1
264RWC Asset Management LLP$268K1
265Verition Fund Management LLC$264K1
266Steward Partners Investment Advisory, LLC$263K1
267Perbak Capital Partners LLP$261K1
268GLENMEDE TRUST CO NA$257K1
269Portside Wealth Group, LLC$257K1
270Yorktown Management & Research Co Inc$251K1
271Northside Capital Management, LLC$251K1
272Alpine Bank Wealth Management$247K1
273Rock Point Advisors, LLC$244K1
274New Age Alpha Advisors, LLC$241K1
275AE Wealth Management LLC$241K1
276Glen Eagle Advisors, LLC$238K1
277Clearwave Capital, LLC$237K1
278BankChampaign, National Association$235K1
279Graham Capital Management, L.P.$233K1
280Nvest Financial, LLC$229K1
281Ensign Peak Advisors, Inc$228K1
282Groupe la Francaise$228K1
283Millstone Evans Group, LLC$227K1
284Abel Hall, LLC$225K1
285AIGEN INVESTMENT MANAGEMENT, LP$225K1
286Blackstone Inc.$224K1
287UMB Bank, n.a.$221K1
288CONNABLE OFFICE INC$220K1
289Gallacher Capital Management LLC$217K1
290JOURNEY STRATEGIC WEALTH LLC$214K1
291NISA INVESTMENT ADVISORS, LLC$214K1
292Stratos Wealth Partners, LTD.$214K1
293Baker Ellis Asset Management LLC$213K1
294PERSONAL CFO SOLUTIONS, LLC$213K1
295Bryn Mawr Trust Advisors, LLC$211K1
296PRINCIPAL SECURITIES, INC.$205K1
297Perigon Wealth Management, LLC$201K1
298Concurrent Investment Advisors, LLC$200K1
299Freestone Grove Partners LP$196K1
300Pinnacle Wealth Planning Services, Inc.$192K1
301CWM, LLC$188K1
302State of Wyoming$186K1
303Financiere des Professionnels - Fonds d'investissement inc.$182K1
304Federation des caisses Desjardins du Quebec$150K1
305MAI Capital Management$116K1
306BNP Paribas Asset Management Holding S.A.$115K1
307NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$110K1
308Clearstead Advisors, LLC$107K1
309GHP Investment Advisors, Inc.$105K1
310Pacific Center for Financial Services$103K1
311Dundas Partners LLP$97.4K1
312Eurizon Capital SGR S.p.A.$94.1K1
313Aster Capital Management (DIFC) Ltd$92.7K1
314Bank Julius Baer & Co. Ltd, Zurich$91.4K1
315SIGNATUREFD, LLC$80.0K1
316Catalyst Capital Advisors LLC$67.8K1
317Global X Japan Co., Ltd.$51.2K1
318Caitong International Asset Management Co., Ltd$50.6K1
319SIMPLEX TRADING, LLC$43.9K1
320Manchester Capital Management LLC$42.5K1
321Allworth Financial LP$37.9K1
322Smartleaf Asset Management LLC$32.7K1
323PRIVATE TRUST CO NA$30.5K1
324Frazier Financial Advisors, LLC$30.5K1
325Kemnay Advisory Services Inc.$29.7K1
326Sterling Capital Management LLC$29.3K1
327Banque Cantonale Vaudoise$25.0K1
328Godfrey Financial Associates, Inc.$23.3K1
329SBI Securities Co., Ltd.$22.9K1
330N.E.W. Advisory Services LLC$21.5K1
331PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$21.3K1
332NATIONAL BANK OF CANADA /FI/$20.8K1
333DekaBank Deutsche Girozentrale$20.6K1
334Measured Wealth Private Client Group, LLC$20.4K1
335Parkside Financial Bank & Trust$18.9K1
336Leonteq Securities AG$18.4K1
337Salomon & Ludwin, LLC$18.3K1
338Transamerica Financial Advisors, LLC$15.7K1
339Physician Wealth Advisors, Inc.$14.8K1
340Guinness Asset Management LTD$14.2K1
341Financial Network Wealth Advisors LLC$13.4K1
342MidFirst Bank$12.3K1
343Addison Advisors LLC$11.9K1
344TD Waterhouse Canada Inc.$10.6K1
345Bell Investment Advisors, Inc$8.2K1
346NATIXIS ADVISORS, LLC$6.6K1
347Winch Advisory Services, LLC$5.2K1
348VAN ECK ASSOCIATES CORP$5.2K1
349Private Wealth Management Group, LLC$4.9K1
350CANADA LIFE ASSURANCE Co$4.6K1
351CVA Family Office, LLC$4.1K1
352JFS WEALTH ADVISORS, LLC$4.0K1
353Keating Financial Advisory Services, Inc.$3.8K1
354Mitsubishi UFJ Asset Management Co., Ltd.$3.0K1
355THRIVENT FINANCIAL FOR LUTHERANS$3.0K1
356STANCE CAPITAL LLC$2.7K1
357FARMERS & MERCHANTS INVESTMENTS INC$2.4K1
358ASSETMARK, INC$2.3K1
359State of Alaska, Department of Revenue$2.2K1
360TD Capital Management LLC$2.0K1
361JONES FINANCIAL COMPANIES LLLP$2.0K1
362ENTRUST FINANCIAL LLC$1.7K1
363NEW YORK STATE TEACHERS RETIREMENT SYSTEM$1.6K1
364AMALGAMATED BANK$1.3K1
365Mitsubishi UFJ Asset Management (UK) Ltd.$1.2K1
366TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.1K1
367MONTAG A & ASSOCIATES INC$1.0K1
368Blue Trust, Inc.$9141
369SJS Investment Consulting Inc.$7621
370DiNuzzo Private Wealth, Inc.$7621
371Ankerstar Wealth, LLC$7621
372PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$4911
373MCF Advisors LLC$4581
374GILPIN WEALTH MANAGEMENT, LLC$4581
375PARK AVENUE SECURITIES LLC$4461
376Prestige Wealth Management Group LLC$3051
377Abound Wealth Management$3051
378HFM Investment Advisors, LLC$3051
379Basecamp Wealth Advisors LLC$3051
380Fruth Investment Management$3041
381Vestcor Inc$2891
382KBC Group NV$2511
383TFC Financial Management, Inc.$1531
384Copeland Capital Management, LLC$1521
385Vermillion Wealth Management, Inc.$1521
386Signature Equity Partners, LLC$1521
387CX Institutional$491
388HARBOR CAPITAL ADVISORS, INC.$131
389NOMURA ASSET MANAGEMENT CO LTD$01
390VANGUARD GROUP INC— value not disclosed1
391DANSKE BANK A/S— value not disclosed1
392HARBOUR INVESTMENTS, INC.— value not disclosed1
393HSBC HOLDINGS PLC— value not disclosed1
394CAISSE DE DEPOT ET PLACEMENT DU QUEBEC— value not disclosed1
395COMERICA BANK— value not disclosed1
396MACKENZIE FINANCIAL CORP— value not disclosed1
397VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
398WEXFORD CAPITAL LP— value not disclosed1
399OAK RIDGE INVESTMENTS LLC— value not disclosed1
400CIBC WORLD MARKETS CORP— value not disclosed1
401GREAT LAKES ADVISORS, LLC— value not disclosed1
402ARGENT CAPITAL MANAGEMENT LLC— value not disclosed1
403ALLIANZ SE— value not disclosed1
404PROFUND ADVISORS LLC— value not disclosed1
405TRUST CO OF VERMONT— value not disclosed1
406CARDEROCK CAPITAL MANAGEMENT INC— value not disclosed1
407LAZARD ASSET MANAGEMENT LLC— value not disclosed1
408FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.— value not disclosed1
409GUGGENHEIM CAPITAL LLC— value not disclosed1
410CANADA PENSION PLAN INVESTMENT BOARD— value not disclosed1
411CIBC Private Wealth Group LLC— value not disclosed1
412Town & Country Bank & Trust CO dba First Bankers Trust CO— value not disclosed1
413Mariner, LLC— value not disclosed1
414NORGES BANK— value not disclosed1
415HRT FINANCIAL LP— value not disclosed1
416TWO SIGMA ADVISERS, LP— value not disclosed1
417Lombard Odier Asset Management (USA) Corp— value not disclosed1
418SRH ADVISORS, LLC— value not disclosed1
419FOX RUN MANAGEMENT, L.L.C.— value not disclosed1
420Virtu Financial LLC— value not disclosed1
421MIRABELLA FINANCIAL SERVICES LLP— value not disclosed1
422Arax Advisory Partners— value not disclosed1
423JANE STREET GROUP, LLC— value not disclosed1
424Capital Innovations LLC— value not disclosed1
425Engineers Gate Manager LP— value not disclosed1
426Perpetual Ltd— value not disclosed1
427Cavalier Investments, LLC— value not disclosed1
428Schonfeld Strategic Advisors LLC— value not disclosed1
429CHOREO, LLC— value not disclosed1
430Kohmann Bosshard Financial Services, LLC— value not disclosed1
431IHT Wealth Management, LLC— value not disclosed1
432Tower View Wealth Management LLC— value not disclosed1
433Qube Research & Technologies Ltd— value not disclosed1
434Crewe Advisors LLC— value not disclosed1
435Larson Financial Group LLC— value not disclosed1
436ExodusPoint Capital Management, LP— value not disclosed1
437Global Retirement Partners, LLC— value not disclosed1
438Apollon Wealth Management, LLC— value not disclosed1
439Qsemble Capital Management, LP— value not disclosed1
440BELLEVUE ASSET MANAGEMENT, LLC— value not disclosed1
441Archer Investment Corp— value not disclosed1
442Aquatic Capital Management LLC— value not disclosed1
443CPC Advisors, LLC— value not disclosed1
444Concord Wealth Partners— value not disclosed1
445AlphaQuest LLC— value not disclosed1
446PharVision Advisers, LLC— value not disclosed1
447apricus wealth, LLC— value not disclosed1
448SageView Advisory Group, LLC— value not disclosed1
449Resona Asset Management Co.,Ltd.— value not disclosed1
450Dunhill Financial, LLC— value not disclosed1
451Quarry LP— value not disclosed1
452LBP AM SA— value not disclosed1
453NORDEN GROUP LLC— value not disclosed1
454QRG CAPITAL MANAGEMENT, INC.— value not disclosed1
455nVerses Capital, LLC— value not disclosed1
456Diversify Advisory Services, LLC— value not disclosed1
457Fortress Financial Solutions, LLC— value not disclosed1
458Rialto Wealth Management, LLC— value not disclosed1
459Kilter Group LLC— value not disclosed1
460OPTIMA CAPITAL LLC— value not disclosed1
461Clark Wealth Partners— value not disclosed1
462Greenline Wealth Management LLC— value not disclosed1
Truncated by Public Filings. Every one of the 389 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 BMI

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for BMI · financials and macro

Financials — as filed PLANNED

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