Public record / Tickers / CDE

CDE — Coeur Mining, Inc.†

Both disclosure regimes on one name: who in Congress filed about CDE, 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 CDE
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
04-27
filed 2020-04-27
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

Donna E. Shalala · $1.0K–$15.0K

SELL · traded 2019-06-24 → filed 2020-04-27. Ranked over every CDE row by the provable lower bound, never a point estimate.

No member disclosed CDE 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.

1 row 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 CDE 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 CDE · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CDE
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2020-04-27Donna E. Shalala D–FL-27SELLTraded 2019-06-24 LATE·308d$1K–$15K
2014-07-17Mick Mulvaney R–SC-5SELLTraded 07-01 +16d$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 CDE

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

No member disclosed CDE in the trailing 12 months.

Congress ↔ notable managers · CDE

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 Caxton Associates $286K held

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

Merged timeline of congressional filings and notable-manager moves on CDE
DateWhoChangeSize
2026-05-15Bridgewater Associates 13FADD+668,515 sh
2026-05-15Gotham Asset Management 13FADD+142,186 sh
2026-05-14Caxton Associates 13FTRIM−96,964 sh

3 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 CDE for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$1.9B1
2STATE STREET CORP$654M1
3FMR LLC$627M1
4VANGUARD CAPITAL MANAGEMENT LLC$589M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$573M1
6MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$542M1
7ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$525M1
8Tidal Investments LLC$409M1
9MILLENNIUM MANAGEMENT LLC$256M1
10DIMENSIONAL FUND ADVISORS LP$241M1
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC$233M1
12Invesco Ltd.$231M1
13Condire Management, LP$187M1
14NORTHERN TRUST CORP$182M1
15AMERICAN CENTURY COMPANIES INC$175M1
16MORGAN STANLEY$152M1
17JUPITER ASSET MANAGEMENT LTD$147M1
18DEUTSCHE BANK AG\$134M1
19RENAISSANCE TECHNOLOGIES LLC$129M1
20SPROTT INC.$128M1
21Nuveen, LLC$128M1
22VANGUARD FIDUCIARY TRUST CO$124M1
23Amundi$116M1
24SUSQUEHANNA INTERNATIONAL GROUP, LLP$106M1
25CITADEL ADVISORS LLC$103M1
26BANK OF AMERICA CORP /DE/$102M1
27TWO SIGMA INVESTMENTS, LP$92.9M1
28FRANKLIN RESOURCES INC$92.8M1
29WELLINGTON MANAGEMENT GROUP LLP$87.6M1
30UBS Group AG$84.0M1
31Connor, Clark & Lunn Investment Management Ltd.$81.6M1
32Allspring Global Investments Holdings, LLC$69.9M1
33SCHRODER INVESTMENT MANAGEMENT GROUP$66.4M1
34Swiss National Bank$58.6M1
35JANE STREET GROUP, LLC$54.3M1
36UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$51.5M1
37WESTFIELD CAPITAL MANAGEMENT CO LP$51.4M1
38BANK OF MONTREAL /CAN/$49.8M1
39Squarepoint Ops LLC$49.1M1
40ALPS ADVISORS INC$41.0M1
41Janus Henderson Group Ltd.$38.3M1
42PANAGORA ASSET MANAGEMENT INC$37.5M1
43Universal- Beteiligungs- und Servicegesellschaft mbH$35.7M1
44RAYMOND JAMES FINANCIAL INC$34.4M1
45TSP Capital Management Group, LLC$32.6M1
46TD ASSET MANAGEMENT INC$32.0M1
47Nokomis Capital, L.L.C.$31.2M1
48Man Group plc$30.7M1
49Legal & General Group Plc$30.0M1
50VOLORIDGE INVESTMENT MANAGEMENT, LLC$27.7M1
51DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$27.4M1
52Bridgewater Associates, LP$24.5M1
53MACKENZIE FINANCIAL CORP$24.3M1
54ALLIANCEBERNSTEIN L.P.$23.9M1
55Point72 Asset Management, L.P.$23.2M1
56GROUP ONE TRADING LLC$22.9M1
57FEDERATED HERMES, INC.$22.1M1
58Mitsubishi UFJ Asset Management Co., Ltd.$20.7M1
59Assenagon Asset Management S.A.$20.6M1
60PICTON MAHONEY ASSET MANAGEMENT$20.2M1
61HSBC HOLDINGS PLC$20.2M1
62Empowered Funds, LLC$19.9M1
63CIBC WORLD MARKET INC.$19.8M1
64STOREBRAND ASSET MANAGEMENT AS$19.0M1
65AQR CAPITAL MANAGEMENT LLC$18.0M1
66Vontobel Holding Ltd.$17.2M1
67FIRST TRUST ADVISORS LP$16.7M1
68NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$16.7M1
69BALYASNY ASSET MANAGEMENT L.P.$16.0M1
70PRUDENTIAL FINANCIAL INC$15.8M1
71WELLS FARGO & COMPANY/MN$15.8M1
72STATE OF WISCONSIN INVESTMENT BOARD$13.9M1
73HATCH COVE CAPITAL, LLC$13.6M1
74LPL Financial LLC$13.0M1
75ROYAL BANK OF CANADA$12.7M1
76PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE$12.2M1
77PRINCIPAL FINANCIAL GROUP INC$12.2M1
78CI INVESTMENTS INC.$12.1M1
79MANUFACTURERS LIFE INSURANCE COMPANY, THE$11.9M1
80Groupe la Francaise$10.4M1
81FIL Ltd$10.2M1
82First Eagle Investment Management, LLC$10.1M1
83VANGUARD ASSET MANAGEMENT, Ltd$9.9M1
84Federation des caisses Desjardins du Quebec$9.7M1
85CIBC Asset Management Inc$9.6M1
86ArrowMark Colorado Holdings LLC$9.4M1
87Creative Planning$9.2M1
88Marex Group Ltd$9.1M1
89VOYA INVESTMENT MANAGEMENT LLC$8.8M1
90Vanguard Investments Australia, Ltd.$8.6M1
91GUGGENHEIM CAPITAL LLC$8.4M1
92Vanguard Global Advisers, LLC$8.3M1
93U S GLOBAL INVESTORS INC$8.2M1
94EDMOND DE ROTHSCHILD HOLDING S.A.$7.7M1
95Atom Investors LP$7.7M1
96ALPINE ASSOCIATES MANAGEMENT INC.$7.6M1
97LMR Partners LLP$7.5M1
98Plancorp, LLC$7.5M1
99PKO Investment Management Joint-Stock Co$7.4M1
100CITIGROUP INC$7.3M1
101D. E. Shaw & Co., Inc.$7.3M1
102Ruffer LLP$7.2M1
103Pictet Asset Management Holding SA$7.1M1
104Asset Management One Co., Ltd.$7.1M1
105SEI INVESTMENTS CO$6.7M1
106Lane Generational LLC$6.6M1
107Allianz Asset Management GmbH$6.5M1
108WORLDQUANT MILLENNIUM ADVISORS LLC$6.4M1
109NOMURA ASSET MANAGEMENT CO LTD$6.1M1
110BW Gestao de Investimentos Ltda.$5.6M1
111Resona Asset Management Co.,Ltd.$5.5M1
112MOODY ALDRICH PARTNERS LLC$5.5M1
113Alberta Investment Management Corp$5.5M1
114Zurcher Kantonalbank (Zurich Cantonalbank)$5.3M1
115IMC-Chicago, LLC$5.3M1
116LAZARD ASSET MANAGEMENT LLC$5.3M1
117HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$5.2M1
118INTECH INVESTMENT MANAGEMENT LLC$5.2M1
119ADAGE CAPITAL PARTNERS GP, L.L.C.$5.2M1
120Financial Sense Advisors, Inc.$5.2M1
121Oppenheimer & Close, LLC$5.1M1
122STIFEL FINANCIAL CORP$5.0M1
123ENVESTNET ASSET MANAGEMENT INC$4.8M1
124Weiss Asset Management LP$4.7M1
125MIRAE ASSET SECURITIES (USA) INC.$4.7M1
126State of New Jersey Common Pension Fund D$4.4M1
127CenterBook Partners LP$4.3M1
128Quantinno Capital Management LP$4.2M1
129Harvest Portfolios Group Inc.$4.2M1
130IFM Investors Pty Ltd$4.0M1
131Capula Management Ltd$4.0M1
132Caprock Group, LLC$4.0M1
133CANADA PENSION PLAN INVESTMENT BOARD$4.0M1
134Mariner, LLC$3.9M1
135B. Riley Wealth Advisors, Inc.$3.8M1
136Electrum Group LLC$3.8M1
137Qube Research & Technologies Ltd$3.7M1
138Pathstone Holdings, LLC$3.6M1
139OSAIC HOLDINGS, INC.$3.6M1
140Elo Mutual Pension Insurance Co$3.6M1
141TOCQUEVILLE ASSET MANAGEMENT L.P.$3.5M1
142Rockefeller Capital Management L.P.$3.4M1
143Riggs Asset Managment Co. Inc.$3.4M1
144PVG ASSET MANAGEMENT CORP$3.4M1
145Gotham Asset Management, LLC$3.4M1
146Arizona State Retirement System$3.3M1
147Engineers Gate Manager LP$3.2M1
148NFJ INVESTMENT GROUP, LLC$3.2M1
149Massar Capital Management, LP$3.2M1
150Steadtrust LLC$3.1M1
151Corient Private Wealth LLC$3.0M1
152Brevan Howard Capital Management LP$2.9M1
153STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$2.8M1
154TORONTO DOMINION BANK$2.8M1
155TEACHER RETIREMENT SYSTEM OF TEXAS$2.8M1
156ProShare Advisors LLC$2.8M1
157Vident Advisory, LLC$2.7M1
158SCOTIA CAPITAL INC.$2.7M1
159BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.7M1
160Oxbow Advisors, LLC$2.7M1
161Pinnacle Wealth Management Group, Inc.$2.6M1
162Integrated Quantitative Investments LLC$2.5M1
163PROFUND ADVISORS LLC$2.4M1
164Diversified Trust Co$2.4M1
165CREDIT AGRICOLE S A$2.3M1
166Manatuck Hill Partners, LLC$2.3M1
167CVFG LLC$2.3M1
168Cetera Investment Advisers$2.3M1
169CASTLEARK MANAGEMENT LLC$2.3M1
170COMMONWEALTH EQUITY SERVICES, LLC$2.3M1
171Savant Capital, LLC$2.3M1
172Walleye Trading LLC$2.2M1
173NewEdge Advisors, LLC$2.2M1
174Hartree Partners, LP$2.2M1
175Vanguard Personalized Indexing Management, LLC$2.2M1
176MML INVESTORS SERVICES, LLC$2.1M1
177TD Waterhouse Canada Inc.$2.1M1
178Lighthouse Investment Partners, LLC$2.1M1
179Genus Capital Management Inc.$2.0M1
180Sowell Financial Services LLC$2.0M1
181Sumitomo Mitsui DS Asset Management Company, Ltd$2.0M1
182OP Asset Management Ltd$1.9M1
183LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.9M1
184BNP Paribas Asset Management Holding S.A.$1.9M1
185Kestra Advisory Services, LLC$1.9M1
186CIBC Bancorp USA Inc.$1.9M1
187NATIONAL BANK OF CANADA /FI/$1.8M1
188Daiwa Securities Group Inc.$1.8M1
189Csenge Advisory Group$1.7M1
190Northwest & Ethical Investments L.P.$1.7M1
191Swiss Life Asset Management Ltd$1.7M1
192Alpine Global Management, LLC$1.7M1
193XPONANCE LLC$1.6M1
194Eddie Patel Inc$1.5M1
195ZACKS INVESTMENT MANAGEMENT$1.5M1
196BOOTHBAY FUND MANAGEMENT, LLC$1.5M1
197NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.5M1
198MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.5M1
199DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$1.5M1
200SHEETS SMITH WEALTH MANAGEMENT$1.5M1
201Korea Investment CORP$1.5M1
202Harvest Investment Services, LLC$1.5M1
203Convergence Investment Partners, LLC$1.4M1
204MMCAP International Inc. SPC$1.4M1
205SIG North Trading, ULC$1.4M1
206Investment Management Corp of Ontario$1.4M1
207Cerity Partners LLC$1.4M1
208SEB Asset Management AB$1.4M1
209RITHOLTZ WEALTH MANAGEMENT$1.3M1
210O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.3M1
211COOKSON PEIRCE & CO INC$1.3M1
212MEEDER ASSET MANAGEMENT INC$1.3M1
213Robeco Institutional Asset Management B.V.$1.3M1
214RFG Advisory, LLC$1.3M1
215CastleKnight Management LP$1.2M1
216Pine Valley Investments Ltd Liability Co$1.2M1
217Walleye Capital LLC$1.2M1
218HOMESTEAD ADVISERS CORP$1.2M1
219LBP AM SA$1.2M1
220Pinpoint Asset Management (Singapore) Pte. Ltd.$1.2M1
221Ensign Peak Advisors, Inc$1.2M1
222WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.2M1
223XTX Topco Ltd$1.2M1
224Sigma Planning Corp$1.2M1
225BANK OF NOVA SCOTIA$1.1M1
226JENNISON ASSOCIATES LLC$1.1M1
227Tower Research Capital LLC (TRC)$1.1M1
228Falcon Wealth Planning$1.1M1
229Clear Harbor Asset Management, LLC$1.1M1
230FIRST NATIONAL BANK OF OMAHA$1.0M1
231MERCER GLOBAL ADVISORS INC /ADV$1.0M1
232StoneX Group Inc.$1.0M1
233BENJAMIN EDWARDS INC$1.0M1
234Abel Hall, LLC$966K1
235Blue Line Capital, LLC / IL$965K1
236RWA WEALTH PARTNERS, LLC$951K1
237Extract Advisors LLC$939K1
238EVERGREEN CAPITAL MANAGEMENT LLC$933K1
239BFI Infinity Ltd.$914K1
240Merit Financial Group, LLC$897K1
241TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$892K1
242Rakuten Investment Management, Inc.$868K1
243Rakuten Securities, Inc.$865K1
244HighTower Advisors, LLC$850K1
245Polymer Capital Management (US) LLC$820K1
246TRUIST FINANCIAL CORP$813K1
247Huntleigh Advisors, Inc.$803K1
248Concurrent Investment Advisors, LLC$785K1
249Independent Family Office, LLC$783K1
250ABN AMRO INVESTMENT SOLUTIONS$779K1
251Grand Central Investment Group$760K1
252INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$745K1
253E Fund Management Co., Ltd.$744K1
254WINTON GROUP Ltd$743K1
255KESTRA PRIVATE WEALTH SERVICES, LLC$742K1
256CWM, LLC$741K1
257VARCOV Co.$699K1
258MASSACHUSETTS FINANCIAL SERVICES CO /MA/$694K1
259Inspire Advisors, LLC$692K1
260Sepio Capital, LP$688K1
261EXCHANGE TRADED CONCEPTS, LLC$672K1
262VICTORY FINANCIAL GROUP, LLC$669K1
263EP Wealth Advisors, LLC$662K1
264Counterpoint Mutual Funds LLC$650K1
265Cedrus Wealth Group LLC$635K1
266Leonteq Securities AG$627K1
267OLD MISSION CAPITAL LLC$622K1
268Summit Financial, LLC$611K1
269SUSQUEHANNA ADVISORS GROUP, INC.$604K1
270Qtron Investments LLC$571K1
271National Philanthropic Trust$563K1
272MONETA GROUP INVESTMENT ADVISORS LLC$550K1
273US BANCORP \DE\$547K1
274BARD ASSOCIATES INC$542K1
275Belvedere Trading LLC$526K1
276SCP Investment, LP$518K1
277Asset One Wealth Management LLC$516K1
278Independent Advisor Alliance$511K1
279Vestmark Advisory Solutions, Inc.$506K1
280CHOREO, LLC$498K1
281Trek Financial, LLC$493K1
282Destiny Wealth Partners, LLC$479K1
283Scientech Research LLC$469K1
284DRW Securities, LLC$456K1
285Vise Technologies, Inc.$439K1
286Kingsview Wealth Management, LLC$435K1
287BAILARD, INC.$428K1
288EFG International AG$427K1
289WORLD EQUITY GROUP, INC.$425K1
290Themes Management Co LLC$418K1
2911832 Asset Management L.P.$416K1
292Visionary Wealth Advisors$415K1
293M&T BANK CORP$415K1
294Revisor Wealth Management LLC$412K1
295Baader Bank Aktiengesellschaft$400K1
296AVIVA PLC$399K1
297ABBINGTON INVESTMENT GROUP$399K1
298Forvis Mazars Wealth Advisors, LLC$393K1
299SMART Wealth LLC$384K1
300Woodline Partners LP$381K1
301Andina Capital Management, LLC$378K1
302Invst, LLC$378K1
303Atria Investments, Inc$378K1
304One68 Global Capital, LLC$375K1
305Pinnacle Financial Partners, Inc.$374K1
306Elevated Financial Group LLC$372K1
307Capital Investment Advisors, LLC$369K1
308Clearstead Advisors, LLC$366K1
309Bayesian Capital Management, LP$363K1
310Composition Wealth, LLC$362K1
311Moors & Cabot, Inc.$361K1
312CTC Alternative Strategies, Ltd.$359K1
313BRAVE ASSET MANAGEMENT INC$358K1
314HOHIMER WEALTH MANAGEMENT, LLC$350K1
315PRUDENTIAL PLC$348K1
316Synergy Asset Management, LLC$345K1
317NWAM LLC$343K1
318World Investment Advisors$336K1
319Vanguard National Trust Co$336K1
320Royal Capital Wealth Management, LLC$330K1
321Triumph Capital Management$321K1
322Ballentine Partners, LLC$320K1
323EXENCIAL WEALTH ADVISORS, LLC$315K1
324OPPENHEIMER & CO INC$309K1
325TWINBEECH CAPITAL LP$304K1
326MINDSET WEALTH MANAGEMENT, LLC$304K1
327Lido Advisors, LLC$303K1
328denkapparat Operations GmbH$301K1
329Ketron Financial$297K1
330INCEPTIONR LLC$295K1
331CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$292K1
332Gallagher Fiduciary Advisors, LLC$292K1
333AE Wealth Management LLC$287K1
334Absolute Gestao de Investimentos Ltda.$287K1
335CAXTON ASSOCIATES LLP$286K1
336Arista Wealth Management, LLC$283K1
337PRINCIPAL SECURITIES, INC.$279K1
338OneDigital Investment Advisors LLC$277K1
339Stratos Wealth Partners, LTD.$276K1
340Bank Julius Baer & Co. Ltd, Zurich$266K1
341CHILTON CAPITAL MANAGEMENT LLC$265K1
342Wealthfront Advisers LLC$265K1
343MANGROVE PARTNERS IM, LLC$265K1
344Quarry LP$263K1
345Brooklyn Investment Group$260K1
346Gibraltar Capital Management, Inc.$259K1
347KITCHING PARTNERS, LLC$256K1
348Blueshift Asset Management, LLC$252K1
349Orion Porfolio Solutions, LLC$250K1
350Arlington Capital Management, Inc.$242K1
351ALTFEST L J & CO INC$241K1
352Carnegie Lake Advisors LLC$240K1
353Magnetar Financial LLC$236K1
354STANSBERRY ASSET MANAGEMENT, LLC$234K1
355&PARTNERS$233K1
356Bayforest Capital Ltd$230K1
357Mountain Capital Investment Advisors Inc.$228K1
358Baron Wealth Management LLC$222K1
359Sanctuary Advisors, LLC$222K1
360Pallas Capital Advisors LLC$221K1
361Focus Partners Wealth$220K1
362Focus Partners Advisor Solutions, LLC$215K1
363Tradition Wealth Management, LLC$214K1
364MATHER GROUP, LLC.$211K1
365CHAPIN DAVIS, INC.$209K1
366Chicago Partners Investment Group LLC$208K1
367Bleakley Financial Group, LLC$207K1
368COLDSTREAM CAPITAL MANAGEMENT INC$206K1
369GTS SECURITIES LLC$204K1
370MAI Capital Management$203K1
371INDEPENDENT FINANCIAL GROUP, LLC$201K1
372Aberdeen Group plc$201K1
373Sequoia Financial Advisors, LLC$199K1
374Wealthspire Retirement, LLC$198K1
375REGIONS FINANCIAL CORP$194K1
376Ethic Inc.$192K1
377Voleon Capital Management LP$190K1
378ZEGA Investments, LLC$190K1
379UNITED CAPITAL FINANCIAL ADVISORS, LLC$189K1
380SIG BROKERAGE, LP$188K1
381Eurizon Capital SGR S.p.A.$188K1
382Optiver Holding B.V.$167K1
383Banque Cantonale Vaudoise$165K1
384State of Wyoming$145K1
385SIGNATUREFD, LLC$134K1
386Larson Financial Group LLC$133K1
387FIFTH THIRD BANCORP$124K1
388Steward Partners Investment Advisory, LLC$119K1
389EASTERN BANK$117K1
390Transamerica Financial Advisors, LLC$99.3K1
391AlphaCentric Advisors LLC$94.8K1
392Allworth Financial LP$89.4K1
393Hilltop Holdings Inc.$88.8K1
394Wealth Enhancement Trust Services, Inc.$80.9K1
395Kemnay Advisory Services Inc.$73.8K1
396Blue Trust, Inc.$71.7K1
397Elequin Capital, LP$61.5K1
398LGT Financial Advisors LLC$56.3K1
399Pinnacle Wealth Planning Services, Inc.$47.9K1
400MACQUARIE GROUP LTD$47.6K1
401Signature Equity Partners, LLC$43.2K1
402Jackson, Grant Investment Advisers, Inc.$37.2K1
403JPL Wealth Management, LLC$34.6K1
404Smartleaf Asset Management LLC$33.8K1
405FINANCIAL CONSULATE, INC$29.3K1
406MCGUIRE CAPITAL ADVISORS INC$28.8K1
407NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$28.6K1
408Truvestments Capital LLC$21.9K1
409Geneos Wealth Management Inc.$18.8K1
410Pacifica Partners Inc.$15.1K1
411Elevated Capital Advisors, LLC$13.2K1
412Bell Investment Advisors, Inc$12.5K1
413Parkside Financial Bank & Trust$11.5K1
414Acumen Wealth Advisors, LLC$10.2K1
415CVA Family Office, LLC$10.2K1
416Stone House Investment Management, LLC$9.5K1
417CANADA LIFE ASSURANCE Co$8.7K1
418Cassaday & Co Wealth Management LLC$8.6K1
419ASSETMARK, INC$8.5K1
420Spire Wealth Management$7.8K1
421Vestcor Inc$6.9K1
422New England Capital Financial Advisors LLC$5.7K1
423N.E.W. Advisory Services LLC$5.6K1
424Private Wealth Management Group, LLC$5.3K1
425JFS WEALTH ADVISORS, LLC$5.1K1
426Claret Asset Management Corp$5.1K1
427SHP Wealth Management$4.2K1
428QUADRANT CAPITAL GROUP LLC$4.1K1
429Physician Wealth Advisors, Inc.$4.0K1
430VISION FINANCIAL MARKETS LLC$3.0K1
431Caitong International Asset Management Co., Ltd$3.0K1
432MB, LEVIS & ASSOCIATES, LLC$3.0K1
433Rialto Wealth Management, LLC$2.9K1
434Addison Advisors LLC$2.6K1
435Dogwood Wealth Management LLC$2.4K1
436Kilter Group LLC$2.2K1
437MCF Advisors LLC$2.0K1
438Crewe Advisors LLC$1.9K1
439COUNTRY TRUST BANK$1.5K1
440Prestige Wealth Management Group LLC$1.5K1
441DiNuzzo Private Wealth, Inc.$1.4K1
442Marquette Asset Management, LLC$1.4K1
443SJS Investment Consulting Inc.$1.4K1
444Investors Research Corp$1.3K1
445THRIVENT FINANCIAL FOR LUTHERANS$1.1K1
446Vermillion Wealth Management, Inc.$1.1K1
447Aviso Financial Inc.$9151
448State of Alaska, Department of Revenue$8911
449Intentional Wealth Strategies, LLC$8451
450Summit Global Investments$8081
451CHASE INVESTMENT COUNSEL CORP$7831
452NATIXIS ADVISORS, LLC$7001
453HFM Investment Advisors, LLC$6571
454True Wealth Design, LLC$6391
455INGALLS & SNYDER LLC$6361
456KBC Group NV$6181
457ALGERT GLOBAL LLC$5401
458CENTRAL TRUST Co$5261
459Godfrey Financial Associates, Inc.$3571
460Fort Vancouver Investment Management, LLC$3011
461Nvest Wealth Strategies, Inc.$2451
462PARK AVENUE SECURITIES LLC$2121
463GHP Investment Advisors, Inc.$2071
464Virtu Financial LLC$2071
465Rachor Investment Advisory Services, LLC$2071
466TopTier Wealth Management, LLC$2061
467Employees Retirement System of Texas$1661
4683 FACTOR INDEXING, LLC$1321
469Quaker Wealth Management, LLC$571
470Avion Wealth$31
471Vinland Capital Management Gestora de Recursos LTDA.$01
472VANGUARD GROUP INC— value not disclosed1
473GLENMEDE TRUST CO NA— value not disclosed1
474HARBOUR INVESTMENTS, INC.— value not disclosed1
475COMERICA BANK— value not disclosed1
476CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM— value not disclosed1
477VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
478CIBC WORLD MARKETS CORP— value not disclosed1
479SIGNATURE ESTATE & INVESTMENT ADVISORS LLC— value not disclosed1
480FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.— value not disclosed1
481CIBC Private Wealth Group LLC— value not disclosed1
482CoreCommodity Management, LLC— value not disclosed1
483GSA CAPITAL PARTNERS LLP— value not disclosed1
484NORGES BANK— value not disclosed1
485PRELUDE CAPITAL MANAGEMENT, LLC— value not disclosed1
486Laurion Capital Management LP— value not disclosed1
487OXFORD ASSET MANAGEMENT LLP— value not disclosed1
488Verition Fund Management LLC— value not disclosed1
489HRT FINANCIAL LP— value not disclosed1
490TWO SIGMA ADVISERS, LP— value not disclosed1
491TD Capital Management LLC— value not disclosed1
492Lombard Odier Asset Management (USA) Corp— value not disclosed1
493FOX RUN MANAGEMENT, L.L.C.— value not disclosed1
494MIRABELLA FINANCIAL SERVICES LLP— value not disclosed1
495Private Advisor Group, LLC— value not disclosed1
496HITE Hedge Asset Management LLC— value not disclosed1
497Arax Advisory Partners— value not disclosed1
498MYDA Advisors LLC— value not disclosed1
499Penserra Capital Management LLC— value not disclosed1
500MARK SHEPTOFF FINANCIAL PLANNING, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 471 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 CDE

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for CDE · financials and macro

Financials — as filed PLANNED

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