Public record / Tickers / CG

CG — Carlyle Group Inc.†

Both disclosure regimes on one name: who in Congress filed about CG, 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
15
all PTR rows naming CG
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
06-22
filed 2025-06-22
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

John Hoeven · $100K–$250K

BUY · traded 2013-04-29 → filed 2014-05-08. Ranked over every CG row by the provable lower bound, never a point estimate.

No member disclosed CG 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

4 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. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CG · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CG
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-06-22Jefferson Shreve R–IN-6SELLTraded 05-12 +41d$50K–$100K
2025-05-08Jefferson Shreve R–IN-6SELL partial (partial sale)Traded 04-17 +21d$15K–$50K
2025-05-08Jefferson Shreve R–IN-6BUYTraded 04-07 +31d$50K–$100K
2025-04-11Jefferson Shreve R–IN-6SELLTraded 03-05 +37d$15K–$50K
2023-02-09Shri Thanedar D–MI-13SELLTraded 01-23 +17d$15K–$50K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 15 ↗

Members active in CG

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

No member disclosed CG in the trailing 12 months.

Congress ↔ notable managers · CG

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Soros Fund Management $11.9M held
Trimming
0 — $0 held

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

Merged timeline of congressional filings and notable-manager moves on CG
DateWhoChangeSize
2026-05-15Soros Fund Management 13FNEW+244,985 sh

1 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 CG for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$1.5B1
2Capital World Investors$863M1
3HARRIS ASSOCIATES L P$802M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$572M1
5VANGUARD CAPITAL MANAGEMENT LLC$551M1
6MORGAN STANLEY$492M1
7STATE STREET CORP$468M1
8MASSACHUSETTS FINANCIAL SERVICES CO /MA/$373M1
9MILLENNIUM MANAGEMENT LLC$329M1
10WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$305M1
11ALKEON CAPITAL MANAGEMENT LLC$288M1
12ARIEL INVESTMENTS, LLC$193M1
13FMR LLC$179M1
14Legal & General Group Plc$169M1
15DIMENSIONAL FUND ADVISORS LP$147M1
16UBS Group AG$140M1
17NORTHERN TRUST CORP$121M1
18VANGUARD FIDUCIARY TRUST CO$77.8M1
19UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$73.4M1
20BANK OF AMERICA CORP /DE/$64.8M1
21MARKEL GROUP INC.$64.2M1
22ALGEBRIS (UK) LTD$62.6M1
23Davis Asset Management, L.P.$54.7M1
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC$54.6M1
25Nuveen, LLC$46.4M1
26ROYAL BANK OF CANADA$42.8M1
27LPL Financial LLC$39.2M1
28DEUTSCHE BANK AG\$38.8M1
29Freestone Grove Partners LP$33.5M1
30PRIVATE MANAGEMENT GROUP INC$33.5M1
31Invesco Ltd.$32.8M1
32Amundi$31.8M1
33Prana Capital Management, LP$31.5M1
34PRINCIPAL FINANCIAL GROUP INC$28.0M1
35SIRIOS CAPITAL MANAGEMENT L P$26.2M1
36DEPRINCE RACE & ZOLLO INC$25.5M1
37Rockefeller Capital Management L.P.$23.5M1
38MANUFACTURERS LIFE INSURANCE COMPANY, THE$23.4M1
39Alyeska Investment Group, L.P.$23.3M1
40VANGUARD ASSET MANAGEMENT, Ltd$23.0M1
41CastleKnight Management LP$22.9M1
42ENVESTNET ASSET MANAGEMENT INC$22.8M1
43ASSETMARK, INC$22.5M1
44CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$22.5M1
45ALLIANCEBERNSTEIN L.P.$22.2M1
46RAYMOND JAMES FINANCIAL INC$19.3M1
47JANE STREET GROUP, LLC$19.2M1
48WELLS FARGO & COMPANY/MN$18.5M1
49Walleye Capital LLC$18.0M1
50Woodline Partners LP$17.0M1
51FRONTIER CAPITAL MANAGEMENT CO LLC$16.1M1
52Retirement Systems of Alabama$15.4M1
53Holocene Advisors, LP$15.4M1
54Sargent Investment Group, LLC$14.7M1
55BARCLAYS PLC$14.3M1
56Cerity Partners LLC$13.8M1
57AQR CAPITAL MANAGEMENT LLC$13.6M1
58BANK OF MONTREAL /CAN/$12.5M1
59VICTORY CAPITAL MANAGEMENT INC$12.1M1
60SOROS FUND MANAGEMENT LLC$11.9M1
61Mitsubishi UFJ Asset Management Co., Ltd.$11.6M1
62BROWN ADVISORY INC$11.6M1
63DnB Asset Management AS$11.4M1
64Galvin, Gaustad & Stein, LLC$10.8M1
65HSBC HOLDINGS PLC$10.3M1
66MetLife Investment Management, LLC$10.1M1
67ROYAL LONDON ASSET MANAGEMENT LTD$10.0M1
68Point72 Asset Management, L.P.$9.8M1
69Gator Capital Management, LLC$9.3M1
70OPPENHEIMER & CO INC$9.2M1
71FIFTH THIRD BANCORP$8.8M1
72Aberdeen Group plc$8.8M1
73Schonfeld Strategic Advisors LLC$8.6M1
74CITIGROUP INC$8.0M1
75STIFEL FINANCIAL CORP$7.9M1
76Capital International, Inc./CA/$7.8M1
77LAZARD ASSET MANAGEMENT LLC$7.8M1
78BW Gestao de Investimentos Ltda.$7.7M1
79STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$7.6M1
80BAMCO INC /NY/$7.6M1
81NATIONAL BANK OF CANADA /FI/$7.6M1
82Cinctive Capital Management LP$7.5M1
83SEI INVESTMENTS CO$6.9M1
84FRANKLIN RESOURCES INC$6.7M1
85RENAISSANCE TECHNOLOGIES LLC$6.6M1
86Vanguard Global Advisers, LLC$6.2M1
87STATE OF WISCONSIN INVESTMENT BOARD$5.9M1
88NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5.9M1
89AMERICAN CENTURY COMPANIES INC$5.9M1
90NATIXIS$5.9M1
91Allianz Asset Management GmbH$5.8M1
92APG Asset Management N.V.$5.6M1
93Zurcher Kantonalbank (Zurich Cantonalbank)$5.5M1
94Texas Yale Capital Corp.$5.4M1
95Vanguard Investments Australia, Ltd.$5.2M1
96BANK OF NOVA SCOTIA$5.2M1
97Tredje AP-fonden$5.0M1
98XTX Topco Ltd$4.9M1
99STEPHENS INC /AR/$4.9M1
100CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$4.8M1
101MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.8M1
102Pictet Asset Management Holding SA$4.5M1
103TWINBEECH CAPITAL LP$4.5M1
104TD ASSET MANAGEMENT INC$4.5M1
105WINTON GROUP Ltd$4.5M1
106AVIVA PLC$4.4M1
107Asset Management One Co., Ltd.$4.4M1
108Universal- Beteiligungs- und Servicegesellschaft mbH$4.2M1
109Y-Intercept (Hong Kong) Ltd$4.0M1
110Chicago Partners Investment Group LLC$4.0M1
111State of New Jersey Common Pension Fund D$3.9M1
112Kerusso Capital Management LLC$3.9M1
113SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.9M1
114NOMURA ASSET MANAGEMENT CO LTD$3.9M1
115Cetera Investment Advisers$3.8M1
116YOUSIF CAPITAL MANAGEMENT, LLC$3.8M1
117OSAIC HOLDINGS, INC.$3.7M1
118one8zero8, LLC$3.6M1
119Polar Asset Management Partners Inc.$3.6M1
120FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$3.5M1
121Lansforsakringar Fondforvaltning AB (publ)$3.5M1
122HighTower Advisors, LLC$3.2M1
123Resona Asset Management Co.,Ltd.$3.2M1
124COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.1M1
125Stanley-Laman Group, Ltd.$3.1M1
126Arizona State Retirement System$3.1M1
127STATE OF MICHIGAN RETIREMENT SYSTEM$3.0M1
128Compagnie Lombard Odier SCmA$3.0M1
129NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.8M1
130TD Waterhouse Canada Inc.$2.8M1
131COMMONWEALTH EQUITY SERVICES, LLC$2.7M1
132Buckland Partners Management Co LLC$2.6M1
133Parallax Volatility Advisers, L.P.$2.6M1
134OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.6M1
135Coastal Bridge Advisors, LLC$2.6M1
136FIRST TRUST ADVISORS LP$2.6M1
137SEB Asset Management AB$2.4M1
138PRUDENTIAL FINANCIAL INC$2.4M1
139GFG Capital, LLC$2.4M1
140IFM Investors Pty Ltd$2.4M1
141Corient Private Wealth LLC$2.4M1
142Brevan Howard Capital Management LP$2.3M1
143Ameritas Investment Partners, Inc.$2.3M1
144XPONANCE LLC$2.2M1
145Gotham Asset Management, LLC$2.1M1
146Utah Retirement Systems$2.1M1
147Squarepoint Ops LLC$2.0M1
148TORONTO DOMINION BANK$2.0M1
149Lalia Capital, LLC$2.0M1
150OP Asset Management Ltd$2.0M1
151Eurizon Capital SGR S.p.A.$2.0M1
152MILLER VALUE PARTNERS, LLC$1.9M1
153LBP AM SA$1.9M1
154PEAK6 LLC$1.9M1
155Sanctuary Advisors, LLC$1.8M1
156Korea Investment CORP$1.8M1
157Bleakley Financial Group, LLC$1.8M1
158Illinois Municipal Retirement Fund$1.7M1
159Lighthouse Investment Partners, LLC$1.6M1
160BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.6M1
161New Age Alpha Advisors, LLC$1.5M1
162NISSAY ASSET MANAGEMENT CORP /JAPAN$1.5M1
163Diversified Trust Co$1.4M1
164BANQUE PICTET & CIE SA$1.4M1
165Vanguard Personalized Indexing Management, LLC$1.4M1
166WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.3M1
167Swedbank AB$1.3M1
168TRUIST FINANCIAL CORP$1.3M1
169Avanza Fonder AB$1.3M1
170Waterfront Wealth Inc.$1.3M1
171Hilltop Holdings Inc.$1.3M1
172&PARTNERS$1.2M1
173Creative Planning$1.2M1
174Advisors Asset Management, Inc.$1.2M1
175Onyx Bridge Wealth Group LLC$1.2M1
176Mariner, LLC$1.2M1
177Steward Partners Investment Advisory, LLC$1.2M1
178Swiss Life Asset Management Ltd$1.2M1
179Orion Porfolio Solutions, LLC$1.2M1
180MML INVESTORS SERVICES, LLC$1.2M1
181Sumitomo Mitsui DS Asset Management Company, Ltd$1.2M1
182Atria Investments, Inc$1.2M1
183Quantinno Capital Management LP$1.2M1
184KESTRA PRIVATE WEALTH SERVICES, LLC$1.2M1
185Apollon Wealth Management, LLC$1.1M1
186NewEdge Advisors, LLC$1.1M1
187GARRISON BRADFORD & ASSOCIATES INC$1.1M1
188D.A. DAVIDSON & CO.$1.1M1
189Zhang Financial LLC$1.1M1
190Janus Henderson Group Ltd.$1.0M1
191NORDEA INVESTMENT MANAGEMENT AB$1.0M1
192WELLINGTON MANAGEMENT GROUP LLP$1.0M1
193DAVENPORT & Co LLC$1.0M1
194DAYMARK WEALTH PARTNERS, LLC$1.0M1
195Daiwa Securities Group Inc.$996K1
196Osmosis Investment Management UK Ltd$959K1
197Carson Advisory Inc.$930K1
198SECURIAN ASSET MANAGEMENT, INC$926K1
199Ensign Peak Advisors, Inc$924K1
200VOYA INVESTMENT MANAGEMENT LLC$923K1
201SMH CAPITAL ADVISORS INC$911K1
202INTREPID CAPITAL MANAGEMENT INC$908K1
203SIH Partners, LLLP$900K1
204MACKENZIE FINANCIAL CORP$886K1
205Cordoba Advisory Partners LLC$884K1
206TOKIO MARINE ASSET MANAGEMENT CO LTD$882K1
207FEDERATED HERMES, INC.$870K1
208MOODY NATIONAL BANK TRUST DIVISION$857K1
209MERCER GLOBAL ADVISORS INC /ADV$850K1
210D. E. Shaw & Co., Inc.$848K1
211JOURNEY STRATEGIC WEALTH LLC$846K1
212Investment Management Corp of Ontario$814K1
213QRG CAPITAL MANAGEMENT, INC.$814K1
214Pathstone Holdings, LLC$807K1
215O'SHAUGHNESSY ASSET MANAGEMENT, LLC$799K1
216Winthrop Partners - WNY, LLC$792K1
217BALDWIN WEALTH PARTNERS LLC/MA$761K1
218BENJAMIN EDWARDS INC$750K1
219CWM, LLC$749K1
220Guinness Asset Management LTD$748K1
221Clearstead Advisors, LLC$740K1
222CIBC Asset Management Inc$739K1
223National Pension Service$738K1
224Empowered Funds, LLC$735K1
225Waverly Advisors, LLC$718K1
226Kestra Advisory Services, LLC$713K1
227BNP Paribas Asset Management Holding S.A.$690K1
228Havemeyer Place LP$689K1
229Stablepoint Partners, LLC$686K1
230HB Wealth Management, LLC$672K1
231Cresset Asset Management, LLC$669K1
232Maryland State Retirement & Pension System$653K1
233CREDIT AGRICOLE S A$645K1
234ASR Vermogensbeheer N.V.$643K1
235SCHRODER INVESTMENT MANAGEMENT GROUP$606K1
23644 WEALTH MANAGEMENT LLC$596K1
237Tower Research Capital LLC (TRC)$594K1
238FIRST MANHATTAN CO. LLC.$593K1
239BLAIR WILLIAM & CO/IL$592K1
240Polymer Capital Management (US) LLC$587K1
241Sterneck Capital Management, LLC$575K1
242CIBC Bancorp USA Inc.$572K1
243Brooklyn Investment Group$571K1
244CARRET ASSET MANAGEMENT, LLC$563K1
245US BANCORP \DE\$560K1
246Rakuten Investment Management, Inc.$545K1
247Everhart Financial Group, Inc.$539K1
248CAPSTONE INVESTMENT ADVISORS, LLC$539K1
249J.W. COLE ADVISORS, INC.$537K1
250Catalyst Capital Advisors LLC$532K1
251Moors & Cabot, Inc.$526K1
252TRITONPOINT WEALTH, LLC$509K1
253Siemens Fonds Invest GmbH$505K1
254ProShare Advisors LLC$504K1
255EVOLVE PRIVATE WEALTH, LLC$500K1
256Fort Sheridan Advisors LLC$498K1
257Federation des caisses Desjardins du Quebec$494K1
258TBH Global Asset Management, LLC$486K1
259Retirement Planning Co of New England, Inc.$480K1
260ADAGE CAPITAL PARTNERS GP, L.L.C.$479K1
261TWO SIGMA SECURITIES, LLC$463K1
262Vident Advisory, LLC$453K1
263Hennion & Walsh Asset Management, Inc.$452K1
264Fiduciary Group, LLC$443K1
265NewEdge Wealth, LLC$438K1
266GREENWOOD CAPITAL ASSOCIATES LLC$429K1
267Saudi Central Bank$420K1
268SHELTON CAPITAL MANAGEMENT$420K1
269E&G Advisors, LLC$416K1
270Cassaday & Co Wealth Management LLC$405K1
271Sequoia Financial Advisors, LLC$401K1
272Segment Wealth Management, LLC$397K1
273EdgeRock Capital LLC$389K1
274VestGen Advisors, LLC$379K1
275ABN AMRO INVESTMENT SOLUTIONS$377K1
276North Dakota State Investment Board$370K1
277Glenview Trust Co$346K1
278Principle Wealth Partners LLC$345K1
279Wedmont Private Capital$344K1
280FJ Capital Management LLC$341K1
281Merit Financial Group, LLC$340K1
282Three Magnolias Financial Advisors, LLC$339K1
283B. Riley Wealth Advisors, Inc.$337K1
284Keebeck Wealth Management$337K1
285PROMETHIUM ADVISORS,LLC$334K1
286Summit Financial, LLC$327K1
287Robertson Stephens Wealth Management, LLC$319K1
288MGO ONE SEVEN LLC$316K1
289Meiji Yasuda Asset Management Co Ltd.$315K1
290Triangle Securities Wealth Management$311K1
291Private Advisor Group, LLC$311K1
292PFG Investments, LLC$308K1
293B. Metzler seel. Sohn & Co. AG$308K1
294Kovack Advisors, Inc.$303K1
295EQUITABLE TRUST CO$302K1
296Pallas Capital Advisors LLC$297K1
297Comprehensive Money Management Services LLC$292K1
298MONETA GROUP INVESTMENT ADVISORS LLC$291K1
299Pictet North America Advisors SA$288K1
300Mirae Asset Global Investments Co., Ltd.$286K1
301Prentice Wealth Management LLC$284K1
302Visionary Wealth Advisors$283K1
303INDEPENDENT FINANCIAL GROUP, LLC$278K1
3041832 Asset Management L.P.$278K1
305Triad Wealth Partners, LLC$275K1
306Integrated Advisors Network LLC$272K1
307Sagewood Asset Management LP$271K1
308AE Wealth Management LLC$270K1
309Westbourne Investment Advisors, Inc.$266K1
310Gateway Wealth Partners, LLC$264K1
311PROFUND ADVISORS LLC$262K1
312SYM FINANCIAL Corp$260K1
313Whetstone Capital Advisors, LLC$257K1
314Alpine Global Management, LLC$256K1
315BFSG, LLC$255K1
316MISSION WEALTH MANAGEMENT, LP$248K1
317KRS Capital Management, LLC$248K1
318Leonteq Securities AG$243K1
319M&T BANK CORP$242K1
320Bank Julius Baer & Co. Ltd, Zurich$242K1
321Krilogy Financial LLC$241K1
322EntryPoint Capital, LLC$239K1
323Tranquility Partners, LLC$233K1
324Focus Partners Wealth$230K1
325Oasis Advisors, LLC$230K1
326Vise Technologies, Inc.$229K1
327Compound Planning, Inc.$229K1
328MACQUARIE GROUP LTD$227K1
329Dynamic Advisor Solutions LLC$227K1
330UNITED CAPITAL FINANCIAL ADVISORS, LLC$223K1
331Snowden Capital Advisors LLC$222K1
332DIVERSIFY WEALTH MANAGEMENT, LLC$221K1
333Flatrock Wealth Partners LLC$220K1
334STOREBRAND ASSET MANAGEMENT AS$219K1
335Herold Advisors, Inc.$218K1
336PMG Family Office LLC$217K1
337REGATTA CAPITAL GROUP, LLC$214K1
338Cornerstone Select Advisors, LLC$214K1
339COMMERCE BANK$213K1
340BARRETT & COMPANY, INC.$213K1
341Stamos Capital Partners, L.P.$212K1
342GLENMEDE TRUST CO NA$209K1
343Envestnet Portfolio Solutions, Inc.$207K1
344Investment Partners Asset Management, Inc.$206K1
345Bank Pictet & Cie (Europe) AG$206K1
346Larson Financial Group LLC$205K1
347ELEVATION POINT WEALTH PARTNERS, LLC$201K1
348Equitable Holdings, Inc.$201K1
349UMB Bank, n.a.$190K1
350Atlantic Union Bankshares Corp$178K1
351Stelac Advisory Services LLC$174K1
352HOERTKORN RICHARD CHARLES$169K1
353Towne Trust Company, N.A$145K1
354Spire Wealth Management$143K1
355Wilmington Savings Fund Society, FSB$136K1
356Tower View Wealth Management LLC$110K1
357Pinnacle Wealth Planning Services, Inc.$101K1
358OSSIAM$97.5K1
359TEMA ETFS LLC$97.5K1
360MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$83.1K1
361FIL Ltd$78.4K1
362Ramirez Asset Management, Inc.$67.7K1
363Gold Investment Management Ltd.$66.9K1
364Allworth Financial LP$64.5K1
365QUADRANT CAPITAL GROUP LLC$64.1K1
366Keating Financial Advisory Services, Inc.$60.6K1
367Smartleaf Asset Management LLC$60.1K1
368OSLO PENSJONSFORSIKRING AS$58.0K1
369GHP Investment Advisors, Inc.$57.4K1
370CVA Family Office, LLC$48.5K1
371MATHER GROUP, LLC.$48.4K1
372State of Wyoming$46.4K1
373BOK Financial Private Wealth, Inc.$42.7K1
374BARTLETT & CO. WEALTH MANAGEMENT LLC$40.5K1
375MAI Capital Management$39.0K1
376CENTRAL TRUST Co$29.0K1
377Deseret Mutual Benefit Administrators$28.3K1
378Intesa Sanpaolo Wealth Management$24.2K1
379Parkside Financial Bank & Trust$22.9K1
380Retirement Wealth Solutions LLC$19.5K1
381CANADA LIFE ASSURANCE Co$18.3K1
382Owl Creek Wealth Partners LLC$17.7K1
383NATIXIS ADVISORS, LLC$15.7K1
384ALBION FINANCIAL GROUP /UT$14.0K1
385EFG International AG$13.5K1
386Bell Investment Advisors, Inc$13.4K1
387CSM Advisors, LLC$13.3K1
388FINANCIAL CONSULATE, INC$13.2K1
389Clearstead Trust, LLC$12.1K1
390Darwin Wealth Management, LLC$11.8K1
391EDMOND DE ROTHSCHILD HOLDING S.A.$9.7K1
392Global X Japan Co., Ltd.$9.6K1
393JFS WEALTH ADVISORS, LLC$8.7K1
394JONES FINANCIAL COMPANIES LLLP$8.0K1
395SJS Investment Consulting Inc.$7.6K1
396THRIVENT FINANCIAL FOR LUTHERANS$7.2K1
397WINSLOW ASSET MANAGEMENT INC$7.0K1
398Hilton Head Capital Partners, LLC$6.7K1
399ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$6.5K1
400HRT FINANCIAL LP$6.3K1
401Transamerica Financial Advisors, LLC$5.9K1
402Blue Trust, Inc.$5.7K1
403AMALGAMATED BANK$5.7K1
404Treasurer of the State of North Carolina$5.4K1
405TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA$4.9K1
406Glen Eagle Advisors, LLC$4.8K1
407Clark Wealth Partners$4.7K1
408S&T BANK/PA$4.5K1
409BROWN, LISLE/CUMMINGS, INC.$3.3K1
410Key Capital Management, INC$2.8K1
411Signature Resources Capital Management, LLC$2.8K1
412Private Wealth Management Group, LLC$2.6K1
413Cromwell Holdings LLC$2.6K1
414KBC Group NV$2.5K1
415SouthState Bank Corp$2.4K1
416SHP Wealth Management$2.3K1
417Activest Wealth Management$2.3K1
418Bravera Wealth$2.3K1
419DiNuzzo Private Wealth, Inc.$2.2K1
420JPL Wealth Management, LLC$2.2K1
421DekaBank Deutsche Girozentrale$2.1K1
422Stone House Investment Management, LLC$2.0K1
423True Wealth Design, LLC$1.9K1
424JNBA Financial Advisors$1.7K1
425Annis Gardner Whiting Capital Advisors, LLC$1.7K1
426Benson Wealth Management INC$1.6K1
427AMICA MUTUAL INSURANCE CO$1.5K1
428WPG Advisers, LLC$1.4K1
429Rialto Wealth Management, LLC$1.3K1
430State of Alaska, Department of Revenue$1.2K1
431Signature Equity Partners, LLC$1.2K1
432Legacy Wealth Managment, LLC/ID$1.2K1
433Kilter Group LLC$1.0K1
434HFM Investment Advisors, LLC$6291
435Sunrise Financial Services, LLC$6291
436Quaker Wealth Management, LLC$4841
437Bernard Wealth Management Corp.$4751
438American Capital Advisory, LLC$4361
439TopTier Wealth Management, LLC$4361
440PARK AVENUE SECURITIES LLC$4171
441TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$3561
442Investors Portfolio Services LLC$3431
443Intentional Wealth Strategies, LLC$3391
444Seneschal Advisors, LLC$2911
445Vermillion Wealth Management, Inc.$2901
446Vestcor Inc$2201
447SlateStone Wealth, LLC$2011
448MV CAPITAL MANAGEMENT, INC.$1941
449Prestige Wealth Management Group LLC$1461
450Moisand Fitzgerald Tamayo, LLC$1151
451Crewe Advisors LLC$971
4523 FACTOR INDEXING, LLC$971
453VALLEY NATIONAL ADVISERS INC$731
454BIRCHBROOK, INC.$511
455Caitong International Asset Management Co., Ltd$481
456Capital Advisors, Ltd. LLC$191
457PROFFITT & GOODSON INC$101
458Avion Wealth$51
459Jefferies Financial Group Inc.— value not disclosed1
460VANGUARD GROUP INC— value not disclosed1
461MEKETA INVESTMENT GROUP INC /ADV— value not disclosed1
462MJP ASSOCIATES INC /ADV— value not disclosed1
463TEACHER RETIREMENT SYSTEM OF TEXAS— value not disclosed1
464MEEDER ASSET MANAGEMENT INC— value not disclosed1
465HARBOUR INVESTMENTS, INC.— value not disclosed1
466TOCQUEVILLE ASSET MANAGEMENT L.P.— value not disclosed1
467COMERICA BANK— value not disclosed1
468CIBC WORLD MARKETS CORP— value not disclosed1
469GW HENSSLER & ASSOCIATES LTD— value not disclosed1
470EASTERN BANK— value not disclosed1
471BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
472CIBC Private Wealth Group LLC— value not disclosed1
473Channing Capital Management, LLC— value not disclosed1
474SOL Capital Management CO— value not disclosed1
475River Road Asset Management, LLC— value not disclosed1
476NORGES BANK— value not disclosed1
477VISION FINANCIAL MARKETS LLC— value not disclosed1
478Boston Partners— value not disclosed1
479Rafferty Asset Management, LLC— value not disclosed1
480Manchester Capital Management LLC— value not disclosed1
481Woodbridge CO LTD— value not disclosed1
482Capital Investment Counsel, Inc— value not disclosed1
483CITADEL ADVISORS LLC— value not disclosed1
484Ancora Advisors LLC— value not disclosed1
485Verition Fund Management LLC— value not disclosed1
486Johnson Financial Group, Inc.— value not disclosed1
487SIMPLEX TRADING, LLC— value not disclosed1
488AVALON CAPITAL MANAGEMENT— value not disclosed1
489Skandinaviska Enskilda Banken AB (publ)— value not disclosed1
490Edgestream Partners, L.P.— value not disclosed1
491ELEMENT CAPITAL MANAGEMENT LLC— value not disclosed1
492LANDSCAPE CAPITAL MANAGEMENT, L.L.C.— value not disclosed1
493Assenagon Asset Management S.A.— value not disclosed1
494PARK CIRCLE Co— value not disclosed1
495Capital International Investors— value not disclosed1
496Battery Global Advisors, LLC— value not disclosed1
497Tidal Investments LLC— value not disclosed1
498Arete Wealth Advisors, LLC— value not disclosed1
499JRM Investment Counsel, LLC— value not disclosed1
500Mirador Capital Partners LP— value not disclosed1
Truncated by Public Filings. Every one of the 458 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 CG

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for CG · financials and macro

Financials — as filed PLANNED

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