Public record / Tickers / CART

CART — Maplebear Inc.†

Both disclosure regimes on one name: who in Congress filed about CART, 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
2
all PTR rows naming CART
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
10-22
filed 2025-10-22
13F holders
455
top-455 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

Lisa C. McClain · $1.0K–$15.0K

SELL · traded 2025-09-25 → filed 2025-10-22. Ranked over every CART row by the provable lower bound, never a point estimate.

No member disclosed CART 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.

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

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 CART · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CART
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-22Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 09-25 +27d$1K–$15K
2025-09-12Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 08-13 +30d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 2 ↗

Members active in CART

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

No member disclosed CART in the trailing 12 months.

Congress ↔ notable managers · CART

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

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

Merged timeline of congressional filings and notable-manager moves on CART
DateWhoChangeSize
2026-05-15Miller Value Partners 13FNEW+45,557 sh
2026-05-15Gotham Asset Management 13FTRIM−39,039 sh
2026-05-15Moore Capital Management 13FTRIM−17,961 sh
2026-05-15Bridgewater Associates 13FEXIT−917,620 sh
2026-05-14Caxton Associates 13FADD+38,616 sh

5 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 CART for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1SC US (TTGP), LTD.$1.0B1
2D1 Capital Partners L.P.$845M1
3BlackRock, Inc.$633M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$310M1
5VANGUARD CAPITAL MANAGEMENT LLC$290M1
6FMR LLC$226M1
7STATE STREET CORP$206M1
8DIMENSIONAL FUND ADVISORS LP$187M1
9GCM Grosvenor Holdings, LLC$155M1
10Holocene Advisors, LP$147M1
11GEODE CAPITAL MANAGEMENT, LLC$146M1
12Contour Asset Management LLC$146M1
13FEDERATED HERMES, INC.$128M1
14UBS Group AG$126M1
15JACOBS LEVY EQUITY MANAGEMENT, INC$98.6M1
16ANTIPODES PARTNERS Ltd$88.4M1
17DEUTSCHE BANK AG\$77.5M1
18WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$72.2M1
19MORGAN STANLEY$69.4M1
20Impactive Capital LP$58.9M1
21RENAISSANCE TECHNOLOGIES LLC$58.7M1
22BANK OF AMERICA CORP /DE/$58.5M1
23NORTHERN TRUST CORP$53.2M1
24JANE STREET GROUP, LLC$51.8M1
25GOODNOW INVESTMENT GROUP, LLC$51.8M1
26CHARLES SCHWAB INVESTMENT MANAGEMENT INC$49.7M1
27SHAPIRO CAPITAL MANAGEMENT LLC$48.3M1
28VANGUARD FIDUCIARY TRUST CO$42.3M1
29Bank of New York Mellon Corp$40.7M1
30Invesco Ltd.$34.7M1
31Point72 Asset Management, L.P.$34.3M1
32AQR CAPITAL MANAGEMENT LLC$32.6M1
33Epoch Investment Partners, Inc.$28.0M1
34Wolf Hill Capital Management, LP$26.9M1
35General Catalyst Group Management, LLC$26.6M1
36Paralel Advisors LLC$26.2M1
37FIRST TRUST ADVISORS LP$22.9M1
38Ardmore Road Asset Management LP$21.7M1
39Robeco Institutional Asset Management B.V.$21.4M1
40Squarepoint Ops LLC$21.2M1
41LAZARD ASSET MANAGEMENT LLC$20.5M1
42AMERIPRISE FINANCIAL INC$19.5M1
43AMERICAN CENTURY COMPANIES INC$19.3M1
44Quinn Opportunity Partners LLC$18.7M1
45VICTORY CAPITAL MANAGEMENT INC$18.5M1
46KINGDON CAPITAL MANAGEMENT, L.L.C.$17.6M1
47RHUMBLINE ADVISERS$17.5M1
48CITIGROUP INC$17.1M1
49Hook Mill Capital Partners, LP$16.5M1
50US BANCORP \DE\$16.5M1
51AMI ASSET MANAGEMENT CORP$15.7M1
52PRINCIPAL FINANCIAL GROUP INC$15.4M1
53ALLIANCEBERNSTEIN L.P.$14.6M1
54Gotham Asset Management, LLC$13.6M1
55UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$13.6M1
56Nuveen, LLC$13.4M1
57TD ASSET MANAGEMENT INC$13.2M1
58Swiss National Bank$12.6M1
59MANE GLOBAL CAPITAL MANAGEMENT LP$12.1M1
60BARCLAYS PLC$12.0M1
61ADAGE CAPITAL PARTNERS GP, L.L.C.$11.5M1
62Legal & General Group Plc$11.2M1
63Nierenberg Investment Management Company, LLC$10.9M1
64WELLINGTON MANAGEMENT GROUP LLP$10.8M1
65Alyeska Investment Group, L.P.$10.8M1
66CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$10.8M1
67MILLENNIUM MANAGEMENT LLC$10.6M1
68CITADEL ADVISORS LLC$10.6M1
69FRANKLIN RESOURCES INC$10.5M1
70SCGE MANAGEMENT, L.P.$10.5M1
71INVESTMENT HOUSE LLC$10.4M1
72Invenomic Capital Management LP$9.6M1
73VALUEWORKS LLC$9.3M1
74Mitsubishi UFJ Trust & Banking Corp$9.3M1
75Swedbank AB$8.6M1
76Shellback Capital, LP$8.6M1
77ENVESTNET ASSET MANAGEMENT INC$8.4M1
78Retirement Systems of Alabama$8.4M1
79Clark Capital Management Group, Inc.$8.4M1
80SEIZERT CAPITAL PARTNERS, LLC$7.6M1
81Qube Research & Technologies Ltd$7.5M1
82SEI INVESTMENTS CO$7.5M1
83Susquehanna Portfolio Strategies, LLC$7.1M1
84Quantinno Capital Management LP$7.1M1
85INTECH INVESTMENT MANAGEMENT LLC$7.0M1
86Verition Fund Management LLC$7.0M1
87PANAGORA ASSET MANAGEMENT INC$7.0M1
88HS Management Partners, LLC$7.0M1
89Hudson Bay Capital Management LP$6.9M1
90Mitsubishi UFJ Asset Management Co., Ltd.$6.5M1
91IEQ CAPITAL, LLC$6.3M1
92SUSQUEHANNA INTERNATIONAL GROUP, LLP$6.2M1
93WORLDQUANT MILLENNIUM ADVISORS LLC$6.0M1
94ROYAL BANK OF CANADA$5.8M1
95CastleKnight Management LP$5.8M1
96VANGUARD ASSET MANAGEMENT, Ltd$5.8M1
97CANADA PENSION PLAN INVESTMENT BOARD$5.7M1
98Generate Investment Management Ltd$5.6M1
99Ensign Peak Advisors, Inc$5.4M1
100New Age Alpha Advisors, LLC$5.3M1
101MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.2M1
102Illinois Municipal Retirement Fund$4.9M1
103Man Group plc$4.9M1
104Polar Asset Management Partners Inc.$4.9M1
105VOYA INVESTMENT MANAGEMENT LLC$4.7M1
106STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$4.4M1
107Elo Mutual Pension Insurance Co$4.4M1
108BOOTHBAY FUND MANAGEMENT, LLC$4.3M1
109NORDEA INVESTMENT MANAGEMENT AB$4.2M1
110Strategic Global Advisors, LLC$4.2M1
111Empowered Funds, LLC$3.9M1
112BANK OF MONTREAL /CAN/$3.7M1
113RAYMOND JAMES FINANCIAL INC$3.6M1
114Vanguard Global Advisers, LLC$3.6M1
115PRUDENTIAL FINANCIAL INC$3.6M1
116Kerrisdale Advisers, LLC$3.5M1
117STATE OF WISCONSIN INVESTMENT BOARD$3.5M1
118Qsemble Capital Management, LP$3.4M1
119NEW YORK STATE COMMON RETIREMENT FUND$3.4M1
120TWO SIGMA INVESTMENTS, LP$3.4M1
121MetLife Investment Management, LLC$3.4M1
122PRUDENTIAL PLC$3.3M1
123Crestwood Capital Management, L.P.$3.3M1
124DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$3.1M1
125Cerity Partners LLC$3.1M1
126WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.1M1
127Allspring Global Investments Holdings, LLC$3.1M1
128Skye Global Management LP$3.1M1
129Zurcher Kantonalbank (Zurich Cantonalbank)$3.0M1
130Boston Partners$3.0M1
131Abu Dhabi Investment Council Co P.J.S.C$2.9M1
132Janus Henderson Group Ltd.$2.9M1
133Pathstone Holdings, LLC$2.8M1
134NISA INVESTMENT ADVISORS, LLC$2.7M1
135Wealthspire Advisors, LLC$2.7M1
136Tabor Asset Management, LP$2.7M1
137ONTARIO TEACHERS PENSION PLAN BOARD$2.6M1
138MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.6M1
139HighTower Advisors, LLC$2.6M1
140Schonfeld Strategic Advisors LLC$2.5M1
141Jasper Ridge Partners, L.P.$2.5M1
142ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$2.4M1
143State of New Jersey Common Pension Fund D$2.4M1
144Aurora Investment Counsel$2.3M1
145AXQ CAPITAL, LP$2.3M1
146Universal- Beteiligungs- und Servicegesellschaft mbH$2.3M1
147PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$2.3M1
148KLP KAPITALFORVALTNING AS$2.2M1
149Creative Planning$2.1M1
150PenderFund Capital Management Ltd.$2.1M1
151BRIDGEWAY CAPITAL MANAGEMENT, LLC$2.1M1
152YOUSIF CAPITAL MANAGEMENT, LLC$2.0M1
153CAXTON ASSOCIATES LLP$2.0M1
154NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$2.0M1
155Quantbot Technologies LP$2.0M1
156Scott & Selber, Inc.$1.9M1
157Arizona State Retirement System$1.8M1
158Engineers Gate Manager LP$1.8M1
159COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.7M1
160MILLER VALUE PARTNERS, LLC$1.7M1
161STATE OF MICHIGAN RETIREMENT SYSTEM$1.7M1
162Sidoxia Capital Management, LLC$1.7M1
163Tidal Investments LLC$1.6M1
164Vanguard Investments Australia, Ltd.$1.6M1
165FIFTH THIRD BANCORP$1.6M1
166McLean Asset Management Corp$1.6M1
167a16z Perennial Management, L.P.$1.5M1
168SAPIENT CAPITAL LLC$1.5M1
169NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.5M1
170LPL Financial LLC$1.5M1
171MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.5M1
172Sterling Capital Management LLC$1.5M1
173OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.4M1
174STANCE CAPITAL LLC$1.4M1
175Oak Thistle LLC$1.4M1
176Ethic Inc.$1.4M1
177D. E. Shaw & Co., Inc.$1.4M1
178STIFEL FINANCIAL CORP$1.3M1
179Ameritas Investment Partners, Inc.$1.3M1
180PARAGON CAPITAL MANAGEMENT INC$1.3M1
181Y-Intercept (Hong Kong) Ltd$1.2M1
182Hillsdale Investment Management Inc.$1.2M1
183BERKSHIRE ASSET MANAGEMENT LLC/PA$1.1M1
184Capital World Investors$1.1M1
185Atom Investors LP$1.1M1
186Kintayl Capital LP$1.1M1
187WINTON GROUP Ltd$1.1M1
188NorthRock Partners, LLC$1.0M1
189XTX Topco Ltd$1.0M1
190Lido Advisors, LLC$1.0M1
191Pictet Asset Management Holding SA$1.0M1
192OSAIC HOLDINGS, INC.$1.0M1
193Daiwa Securities Group Inc.$1.0M1
194HANCOCK WHITNEY CORP$996K1
195Corient Private Wealth LLC$952K1
196LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$912K1
197GC Wealth Management RIA, LLC$869K1
198XPONANCE LLC$839K1
199EXCHANGE TRADED CONCEPTS, LLC$831K1
200Amundi$830K1
201PRIVATE CLIENT SERVICES, LLC$812K1
202Arkfeld Wealth Strategies, L.L.C.$811K1
203WINCAP FINANCIAL LLC$809K1
204SIMPLEX TRADING, LLC$798K1
205Quadrature Capital Ltd$796K1
206PRELUDE CAPITAL MANAGEMENT, LLC$779K1
207Compound Planning, Inc.$775K1
208PAR CAPITAL MANAGEMENT INC$762K1
209Hedeker Wealth, LLC$744K1
210HSBC HOLDINGS PLC$726K1
211Financiere des Professionnels - Fonds d'investissement inc.$708K1
212State of Wyoming$673K1
213Lansforsakringar Fondforvaltning AB (publ)$659K1
214Intellectus Partners, LLC$657K1
215MERCER GLOBAL ADVISORS INC /ADV$641K1
216NOMURA HOLDINGS INC$640K1
217BBR PARTNERS, LLC$637K1
218Cornerstone Wealth Group, LLC$613K1
219TD Waterhouse Canada Inc.$603K1
220Flatrock Wealth Partners LLC$601K1
221Swiss Life Asset Management Ltd$589K1
222TWIN FOCUS CAPITAL PARTNERS, LLC$588K1
223Perbak Capital Partners LLP$587K1
224Focus Partners Wealth$581K1
225BROWN ADVISORY INC$580K1
226DIMENSION CAPITAL MANAGEMENT LLC$580K1
227TEACHER RETIREMENT SYSTEM OF TEXAS$573K1
228MIRABELLA FINANCIAL SERVICES LLP$565K1
229CWM, LLC$552K1
230Bridgefront Capital, LLC$550K1
231Impact Partnership Wealth, LLC$549K1
232MOORE CAPITAL MANAGEMENT, LP$529K1
233UNITED CAPITAL FINANCIAL ADVISORS, LLC$521K1
234Brevan Howard Capital Management LP$519K1
235MAI Capital Management$515K1
236SECURIAN ASSET MANAGEMENT, INC$507K1
237Ballentine Partners, LLC$499K1
238OPPENHEIMER & CO INC$497K1
239ALPS ADVISORS INC$485K1
240SummitTX Capital, L.P.$481K1
241Paragon Capital Management Ltd$477K1
242OXFORD ASSET MANAGEMENT LLP$472K1
243WCG Wealth Advisors LLC$466K1
244AVIVA PLC$461K1
245BALYASNY ASSET MANAGEMENT L.P.$460K1
246Cetera Investment Advisers$448K1
247EVERGREEN CAPITAL MANAGEMENT LLC$440K1
248RFG Advisory, LLC$421K1
249Stokes Family Office, LLC$417K1
250Twin Tree Management, LP$416K1
251Summit Trail Advisors, LLC$412K1
252GUGGENHEIM CAPITAL LLC$404K1
253Federation des caisses Desjardins du Quebec$389K1
254Vanguard Personalized Indexing Management, LLC$381K1
255BAILARD, INC.$380K1
256Tower Research Capital LLC (TRC)$361K1
257WELLS FARGO & COMPANY/MN$361K1
258Concentric Capital Strategies, LP$361K1
259GREAT VALLEY ADVISOR GROUP, INC.$357K1
260Allworth Financial LP$354K1
261WRIGHT INVESTORS SERVICE INC$353K1
262Rafferty Asset Management, LLC$353K1
263Centiva Capital, LP$348K1
264DnB Asset Management AS$344K1
265Utah Retirement Systems$341K1
266Ironwood Financial, llc$338K1
267TWO SIGMA SECURITIES, LLC$338K1
268HB Wealth Management, LLC$336K1
269Kestra Advisory Services, LLC$333K1
270nVerses Capital, LLC$332K1
271CIBC Asset Management Inc$326K1
272Jefferies Financial Group Inc.$324K1
273Vident Advisory, LLC$309K1
274GATEWAY INVESTMENT ADVISERS LLC$308K1
275Savant Capital, LLC$302K1
276Capital Investment Counsel, Inc$300K1
277NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$295K1
278Maryland State Retirement & Pension System$291K1
279FOX RUN MANAGEMENT, L.L.C.$283K1
280ProShare Advisors LLC$276K1
281Cache Advisors, LLC$275K1
282AE Wealth Management LLC$271K1
283Sand Hill Global Advisors, LLC$261K1
284TRUIST FINANCIAL CORP$257K1
285Urban Wealth Management, LLC$257K1
286Applied Finance Capital Management, LLC$247K1
287Cambria Investment Management, L.P.$243K1
288Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$242K1
289RETIREMENT GUYS FORMULA LLC$236K1
290Crossmark Global Holdings, Inc.$235K1
291NORDEN GROUP LLC$232K1
292Rockefeller Capital Management L.P.$230K1
293Mariner, LLC$228K1
294SHELTON CAPITAL MANAGEMENT$219K1
295COMMONWEALTH EQUITY SERVICES, LLC$216K1
296iSAM Funds (UK) Ltd$213K1
297Annis Gardner Whiting Capital Advisors, LLC$207K1
298Walleye Capital LLC$181K1
299Clearstead Advisors, LLC$156K1
300GROUP ONE TRADING LLC$129K1
301Solstein Capital, LLC$117K1
302Larson Financial Group LLC$115K1
303BNP Paribas Asset Management Holding S.A.$107K1
304ASSETMARK, INC$94.7K1
305QUADRANT CAPITAL GROUP LLC$81.5K1
306UMB Bank, n.a.$70.6K1
307Steward Partners Investment Advisory, LLC$60.1K1
308Quarry LP$55.9K1
309Wilmington Savings Fund Society, FSB$54.8K1
310Mirae Asset Global Investments Co., Ltd.$54.3K1
311SIGNATUREFD, LLC$40.5K1
312Compound Global Advisors, LLC$35.6K1
313NFJ INVESTMENT GROUP, LLC$34.5K1
314LSV ASSET MANAGEMENT$28.0K1
315Arax Advisory Partners$21.4K1
316NOMURA ASSET MANAGEMENT CO LTD$17.6K1
317INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$16.6K1
318SBI Securities Co., Ltd.$12.1K1
319Center for Financial Planning, Inc.$11.1K1
320Parkside Financial Bank & Trust$9.9K1
321Eurizon Capital SGR S.p.A.$8.7K1
322ALGERT GLOBAL LLC$8.5K1
323Manchester Capital Management LLC$7.5K1
324Winch Advisory Services, LLC$7.3K1
325CVA Family Office, LLC$6.4K1
326FARMERS & MERCHANTS INVESTMENTS INC$5.6K1
327Hurley Capital, LLC$5.5K1
328CHILTON CAPITAL MANAGEMENT LLC$5.0K1
329True Wealth Design, LLC$4.4K1
330NEW YORK STATE TEACHERS RETIREMENT SYSTEM$4.2K1
331Abound Wealth Management$4.1K1
332DELTA ASSET MANAGEMENT LLC/TN$3.7K1
333Three Bearings Fiduciary Advisors, Inc.$3.7K1
334MidFirst Bank$3.2K1
335Penserra Capital Management LLC$3.1K1
336Keating Financial Advisory Services, Inc.$3.1K1
337AMALGAMATED BANK$3.1K1
338AMERIFLEX GROUP, INC.$2.9K1
339BARTLETT & CO. WEALTH MANAGEMENT LLC$2.9K1
340Treasurer of the State of North Carolina$2.8K1
341JFS WEALTH ADVISORS, LLC$2.5K1
342Private Wealth Management Group, LLC$2.5K1
343Rakuten Securities, Inc.$2.2K1
344TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$2.0K1
345FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$1.9K1
346MATHER GROUP, LLC.$1.9K1
347N.E.W. Advisory Services LLC$1.9K1
348ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.8K1
349THRIVENT FINANCIAL FOR LUTHERANS$1.7K1
350Smartleaf Asset Management LLC$1.6K1
351Jackson Creek Investment Advisors LLC$1.5K1
352Caitong International Asset Management Co., Ltd$1.5K1
353Barnes Dennig Private Wealth Management LLC$1.3K1
354Bell Investment Advisors, Inc$1.2K1
355GSA CAPITAL PARTNERS LLP$1.1K1
356Pinnacle Wealth Planning Services, Inc.$1.0K1
357Intentional Wealth Strategies, LLC$1.0K1
358Cromwell Holdings LLC$9741
359SJS Investment Consulting Inc.$8251
360Maxi Investments CY Ltd$8091
361Legacy Wealth Managment, LLC/ID$7121
362State of Alaska, Department of Revenue$6651
363DiNuzzo Private Wealth, Inc.$6371
364Vermillion Wealth Management, Inc.$5991
365PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$5981
366SouthState Bank Corp$5621
367Clearstead Trust, LLC$5621
368Spire Wealth Management$5351
369Marquette Asset Management, LLC$4871
370LORD, ABBETT & CO. LLC$4421
371Vestcor Inc$4421
372Rialto Wealth Management, LLC$4131
373WPG Advisers, LLC$4121
374HFM Investment Advisors, LLC$3751
375SHP Wealth Management$2621
376Kilter Group LLC$2251
377KBC Group NV$2031
378Prestige Wealth Management Group LLC$1131
379JPL Wealth Management, LLC$1131
380MV CAPITAL MANAGEMENT, INC.$381
381Quaker Wealth Management, LLC$381
382TFC Financial Management, Inc.$381
383American Capital Advisory, LLC$381
3843 FACTOR INDEXING, LLC$381
385CX Institutional$151
386Capital Advisors, Ltd. LLC$01
387M&T BANK CORP— value not disclosed1
388VANGUARD GROUP INC— value not disclosed1
389&PARTNERS— value not disclosed1
390DANSKE BANK A/S— value not disclosed1
391HARBOUR INVESTMENTS, INC.— value not disclosed1
392COMERICA BANK— value not disclosed1
393MAVERICK CAPITAL LTD— value not disclosed1
394TORONTO DOMINION BANK— value not disclosed1
395VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
396SHAKER INVESTMENTS LLC/OH— value not disclosed1
397NATIXIS ADVISORS, LLC— value not disclosed1
398Asset Management One Co., Ltd.— value not disclosed1
399CIBC Private Wealth Group LLC— value not disclosed1
400Champlain Investment Partners, LLC— value not disclosed1
401Northern Right Capital Management, L.P.— value not disclosed1
402Bridgewater Associates, LP— value not disclosed1
403Orion Porfolio Solutions, LLC— value not disclosed1
404NORGES BANK— value not disclosed1
405PEAK6 LLC— value not disclosed1
406Cannell & Spears LLC— value not disclosed1
407Ruffer LLP— value not disclosed1
408TWO SIGMA ADVISERS, LP— value not disclosed1
409Diversified Trust Co— value not disclosed1
410Voleon Capital Management LP— value not disclosed1
411DRW Securities, LLC— value not disclosed1
412Accuvest Global Advisors— value not disclosed1
413Transamerica Financial Advisors, LLC— value not disclosed1
414Carnegie Investment Counsel— value not disclosed1
415SRH ADVISORS, LLC— value not disclosed1
416Renaissance Capital LLC— value not disclosed1
417Allianz Asset Management GmbH— value not disclosed1
418Atria Investments, Inc— value not disclosed1
419Baader Bank Aktiengesellschaft— value not disclosed1
420Assenagon Asset Management S.A.— value not disclosed1
421Headlands Technologies LLC— value not disclosed1
422Sequoia Financial Advisors, LLC— value not disclosed1
423Capital Impact Advisors, LLC— value not disclosed1
424Merit Financial Group, LLC— value not disclosed1
425Bayesian Capital Management, LP— value not disclosed1
426KESTRA PRIVATE WEALTH SERVICES, LLC— value not disclosed1
427Versor Investments LP— value not disclosed1
428Kohmann Bosshard Financial Services, LLC— value not disclosed1
429Caption Management, LLC— value not disclosed1
430Maytus Capital Management, LLC— value not disclosed1
431FORA Capital, LLC— value not disclosed1
432Brand Asset Management Group, Inc.— value not disclosed1
433Global Retirement Partners, LLC— value not disclosed1
434Salomon & Ludwin, LLC— value not disclosed1
435Physician Wealth Advisors, Inc.— value not disclosed1
436CERTUITY, LLC— value not disclosed1
437Aquatic Capital Management LLC— value not disclosed1
438Optiver Holding B.V.— value not disclosed1
439AlphaQuest LLC— value not disclosed1
440Greenland Capital Management LP— value not disclosed1
441Fifth Third Wealth Advisors LLC— value not disclosed1
442Forum Financial Management, LP— value not disclosed1
443SageView Advisory Group, LLC— value not disclosed1
444Dunhill Financial, LLC— value not disclosed1
445Vinva Investment Management Ltd— value not disclosed1
446Polymer Capital Management (US) LLC— value not disclosed1
447LECAP ASSET MANAGEMENT LTD— value not disclosed1
448Delta Global Management LP— value not disclosed1
449Envestnet Portfolio Solutions, Inc.— value not disclosed1
450Sivia Capital Partners, LLC— value not disclosed1
451Fieldview Capital Management, LLC— value not disclosed1
452Aster Capital Management (DIFC) Ltd— value not disclosed1
453North Dakota State Investment Board— value not disclosed1
454Darwins River Capital, LP— value not disclosed1
455INTERCAPITAL, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 386 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 CART

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for CART · financials and macro

Financials — as filed PLANNED

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