Public record / Tickers / CHRD

CHRD — Chord Energy Corp†

Both disclosure regimes on one name: who in Congress filed about CHRD, 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
13
all PTR rows naming CHRD
Members · 12m
3
1 buys · 4 sells · by trade date
Latest PTR
02-17
filed 2026-02-17
13F holders
413
top-413 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

Michael Guest · $15.0K–$50.0K

BUY · traded 2023-08-04 → filed 2023-08-23. Ranked over every CHRD row by the provable lower bound, never a point estimate.

3 members · 1 buys / 4 sells

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

8 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. 8 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CHRD · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CHRD
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-02-17Michael Guest R–MS-3SELL SP (spouse-owned)Traded 01-09 +39d$1K–$15K
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31SELLTraded 01-09 +35d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 10-30 +22d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 13 ↗

Members active in CHRD

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing CHRD in the trailing 12 months
MemberRowsNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
Gilbert Ray Cisneros, Jr. D–CA-311−$15.0K to −$1.0K2
Michael Guest R–MS-31−$15.0K to −$1.0K3

3 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · CHRD

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 Miller Value Partners $9.9M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · CHORD ENERGY CORPORATION

Merged timeline of congressional filings and notable-manager moves on CHRD
DateWhoChangeSize
2026-05-15Miller Value Partners 13FADD+11,564 sh
2026-05-15Gotham Asset Management 13FTRIM−24,705 sh
2026-05-14Caxton Associates 13FTRIM−4,148 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 CHRD for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$988M1
2FMR LLC$552M1
3WELLINGTON MANAGEMENT GROUP LLP$538M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$417M1
5VANGUARD CAPITAL MANAGEMENT LLC$364M1
6STATE STREET CORP$343M1
7Invesco Ltd.$322M1
8AMERICAN CENTURY COMPANIES INC$238M1
9DIMENSIONAL FUND ADVISORS LP$220M1
10Sourcerock Group LLC$184M1
11GEODE CAPITAL MANAGEMENT, LLC$170M1
12ADAGE CAPITAL PARTNERS GP, L.L.C.$169M1
13AQR CAPITAL MANAGEMENT LLC$165M1
14UBS Group AG$159M1
15MASSACHUSETTS FINANCIAL SERVICES CO /MA/$127M1
16Allspring Global Investments Holdings, LLC$101M1
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC$97.3M1
18MORGAN STANLEY$82.7M1
19FIRST TRUST ADVISORS LP$82.5M1
20Condire Management, LP$79.1M1
21Invenomic Capital Management LP$73.2M1
22NORTHERN TRUST CORP$63.5M1
23Palo Duro Investment Partners, LP$60.5M1
24ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$60.4M1
25JENNISON ASSOCIATES LLC$60.2M1
26VANGUARD FIDUCIARY TRUST CO$50.3M1
27PRINCIPAL FINANCIAL GROUP INC$48.5M1
28FULLER & THALER ASSET MANAGEMENT, INC.$47.1M1
29Goehring & Rozencwajg Associates, LLC$40.3M1
30HITE Hedge Asset Management LLC$37.0M1
31BANK OF AMERICA CORP /DE/$33.8M1
32Janus Henderson Group Ltd.$33.6M1
33SEI INVESTMENTS CO$32.0M1
34Nuveen, LLC$28.3M1
35Glendon Capital Management LP$26.7M1
36SIR Capital Management, L.P.$25.5M1
37Gotham Asset Management, LLC$23.8M1
38VALUEWORKS LLC$23.7M1
39WHITEBOX ADVISORS LLC$22.7M1
40WESTWOOD HOLDINGS GROUP INC$22.3M1
41HSBC HOLDINGS PLC$21.0M1
42DEUTSCHE BANK AG\$19.5M1
43Alyeska Investment Group, L.P.$19.3M1
44Lighthouse Investment Partners, LLC$18.2M1
45RAYMOND JAMES FINANCIAL INC$17.2M1
46Universal- Beteiligungs- und Servicegesellschaft mbH$16.7M1
47UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$16.0M1
48Swiss National Bank$16.0M1
49RENAISSANCE TECHNOLOGIES LLC$15.4M1
50RWC Asset Management LLP$15.2M1
51ENVESTNET ASSET MANAGEMENT INC$14.7M1
52VICTORY CAPITAL MANAGEMENT INC$14.6M1
53CITADEL ADVISORS LLC$14.3M1
54NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$12.7M1
55Creative Planning$12.7M1
56Arkfeld Wealth Strategies, L.L.C.$12.7M1
57Legal & General Group Plc$11.6M1
58Advisors Asset Management, Inc.$10.9M1
59Aventail Capital Group, LP$10.4M1
60Holocene Advisors, LP$10.1M1
61Aptus Capital Advisors, LLC$10.1M1
62Retirement Systems of Alabama$9.9M1
63MILLER VALUE PARTNERS, LLC$9.9M1
64Allianz Asset Management GmbH$9.8M1
65STATE OF WISCONSIN INVESTMENT BOARD$9.6M1
66CITIGROUP INC$8.9M1
67Rafferty Asset Management, LLC$8.1M1
68Hartree Partners, LP$8.0M1
69Phocas Financial Corp.$7.6M1
70CastleKnight Management LP$7.6M1
71New Age Alpha Advisors, LLC$7.6M1
72OnyxPoint Global Management LP$6.7M1
73LMR Partners LLP$6.7M1
74ALLIANCEBERNSTEIN L.P.$6.4M1
75FIRST MANHATTAN CO. LLC.$6.3M1
76Factorial Partners, LLC$6.3M1
77VANGUARD ASSET MANAGEMENT, Ltd$6.2M1
78STOREBRAND ASSET MANAGEMENT AS$6.1M1
79VOLORIDGE INVESTMENT MANAGEMENT, LLC$6.1M1
80WELLS FARGO & COMPANY/MN$6.0M1
81BOOTHBAY FUND MANAGEMENT, LLC$5.9M1
82MOODY ALDRICH PARTNERS LLC$5.5M1
83MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.5M1
84BANK OF MONTREAL /CAN/$5.5M1
85CoreCommodity Management, LLC$5.2M1
86ROYAL BANK OF CANADA$5.2M1
87Seneca House Advisors$5.2M1
88Slagle Financial, LLC$5.0M1
89VOYA INVESTMENT MANAGEMENT LLC$4.7M1
90Vanguard Global Advisers, LLC$4.5M1
91Quantinno Capital Management LP$4.5M1
92Empowered Funds, LLC$4.4M1
93MetLife Investment Management, LLC$4.0M1
94Grantham, Mayo, Van Otterloo & Co. LLC$3.9M1
95FIFTH THIRD BANCORP$3.8M1
96AE Wealth Management LLC$3.8M1
97GUGGENHEIM CAPITAL LLC$3.7M1
98ROYCE & ASSOCIATES LP$3.6M1
99Hudson Bay Capital Management LP$3.6M1
100SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.5M1
101Mawer Investment Management Ltd.$3.3M1
102ANCHOR CAPITAL ADVISORS LLC$3.2M1
103State of New Jersey Common Pension Fund D$3.2M1
104Susquehanna Portfolio Strategies, LLC$3.2M1
105MILLENNIUM MANAGEMENT LLC$3.1M1
106MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.1M1
107Mariner, LLC$3.0M1
108STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$3.0M1
109LPL Financial LLC$2.9M1
110Morningstar Investment Management LLC$2.9M1
111KLP KAPITALFORVALTNING AS$2.9M1
112Brooklyn Investment Group$2.8M1
113Zurcher Kantonalbank (Zurich Cantonalbank)$2.7M1
114Cetera Investment Advisers$2.6M1
115Cerity Partners LLC$2.6M1
116NATIONAL BANK OF CANADA /FI/$2.6M1
117CWM, LLC$2.6M1
118KRAEMATON INVESTMENT ADVISORS, INC$2.2M1
119Arizona State Retirement System$2.2M1
120OSAIC HOLDINGS, INC.$2.1M1
121MML INVESTORS SERVICES, LLC$2.1M1
122IMC-Chicago, LLC$2.1M1
123Corient Private Wealth LLC$2.1M1
124Vanguard Investments Australia, Ltd.$2.1M1
125COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.0M1
126STIFEL FINANCIAL CORP$2.0M1
127Vident Advisory, LLC$2.0M1
128PARAGON CAPITAL MANAGEMENT INC$2.0M1
129BALYASNY ASSET MANAGEMENT L.P.$2.0M1
130Dalton Investments, Inc.$1.9M1
131NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.8M1
132WOLVERINE ASSET MANAGEMENT LLC$1.7M1
133OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.7M1
134CAXTON ASSOCIATES LLP$1.6M1
135IEQ CAPITAL, LLC$1.5M1
136Walleye Capital LLC$1.5M1
137Vanguard Personalized Indexing Management, LLC$1.5M1
138Dana Investment Advisors, Inc.$1.5M1
139MACKENZIE FINANCIAL CORP$1.5M1
140FRANKLIN RESOURCES INC$1.4M1
141RBF Capital, LLC$1.4M1
142Pictet Asset Management Holding SA$1.4M1
143WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.4M1
144LEVEL FOUR ADVISORY SERVICES, LLC$1.3M1
145TRUIST FINANCIAL CORP$1.3M1
146MERCER GLOBAL ADVISORS INC /ADV$1.3M1
147PRUDENTIAL FINANCIAL INC$1.3M1
148KESTRA PRIVATE WEALTH SERVICES, LLC$1.2M1
149CANADA PENSION PLAN INVESTMENT BOARD$1.2M1
150Pinnacle Financial Partners, Inc.$1.2M1
151Stegent Equity Advisors, Inc.$1.1M1
152Unison Advisors LLC$1.1M1
153Merit Financial Group, LLC$1.1M1
154Tidal Investments LLC$1.1M1
155SummitTX Capital, L.P.$1.1M1
156Waterfront Wealth Inc.$1.0M1
157Squarepoint Ops LLC$986K1
158XPONANCE LLC$970K1
159Quantum Portfolio Management LLC$923K1
160Compound Planning, Inc.$915K1
161GLENMEDE TRUST CO NA$890K1
162Envestnet Portfolio Solutions, Inc.$830K1
163Ashton Thomas Private Wealth, LLC$809K1
164FIRST CITIZENS BANK & TRUST CO$774K1
165Edgestream Partners, L.P.$746K1
166CSS LLC/IL$736K1
167Cambria Investment Management, L.P.$733K1
168VARCOV Co.$722K1
169Clear Harbor Asset Management, LLC$719K1
170O'SHAUGHNESSY ASSET MANAGEMENT, LLC$706K1
171HighTower Advisors, LLC$690K1
172BENJAMIN EDWARDS INC$682K1
173Focus Partners Wealth$675K1
174Graham Capital Management, L.P.$670K1
175Crossmark Global Holdings, Inc.$657K1
176FEDERATED HERMES, INC.$643K1
177GREENWOOD CAPITAL ASSOCIATES LLC$629K1
178M&T BANK CORP$619K1
179MQS Management LLC$612K1
180QUADRANT CAPITAL GROUP LLC$609K1
181Sanctuary Advisors, LLC$600K1
182SECURIAN ASSET MANAGEMENT, INC$596K1
183Sequoia Financial Advisors, LLC$585K1
184Summit Trail Advisors, LLC$577K1
185Index Technologies Group LLC$561K1
186Ensign Peak Advisors, Inc$556K1
187UNITED CAPITAL FINANCIAL ADVISORS, LLC$553K1
188Swiss Life Asset Management Ltd$517K1
189Lido Advisors, LLC$514K1
190PRELUDE CAPITAL MANAGEMENT, LLC$506K1
191VAUGHAN & Co SECURITIES, INC.$497K1
192Concurrent Investment Advisors, LLC$482K1
193Federation des caisses Desjardins du Quebec$470K1
194Oak Thistle LLC$468K1
195Pathstone Holdings, LLC$468K1
196Numerai GP LLC$464K1
197NewEdge Advisors, LLC$461K1
198JANE STREET GROUP, LLC$452K1
199Scissortail Wealth Management, LLC$449K1
200DnB Asset Management AS$429K1
201Utah Retirement Systems$426K1
202CHILDRESS CAPITAL ADVISORS, LLC$426K1
203COMMERCE BANK$422K1
204STEINBERGANNA WEALTH MANAGEMENT$415K1
205Tower Research Capital LLC (TRC)$411K1
206Maryland State Retirement & Pension System$408K1
207EP Wealth Advisors, LLC$408K1
208NORDEN GROUP LLC$407K1
209KEYBANK NATIONAL ASSOCIATION/OH$403K1
210Baird Financial Group, Inc.$400K1
211Caprock Group, LLC$385K1
212Pallas Capital Advisors LLC$383K1
213MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$378K1
214Kestra Advisory Services, LLC$370K1
215US BANCORP \DE\$368K1
216&PARTNERS$364K1
217CITIZENS FINANCIAL GROUP INC/RI$362K1
218RITHOLTZ WEALTH MANAGEMENT$351K1
219TEACHER RETIREMENT SYSTEM OF TEXAS$345K1
220HB Wealth Management, LLC$345K1
221Huber Capital Management LLC$339K1
222SIGNATUREFD, LLC$327K1
223ProShare Advisors LLC$324K1
224PRINCIPAL SECURITIES, INC.$321K1
225Atria Investments, Inc$320K1
226HANCOCK WHITNEY CORP$314K1
227Dakota Wealth Management$313K1
228Man Group plc$313K1
229Vise Technologies, Inc.$311K1
230MANGROVE PARTNERS IM, LLC$308K1
231PERSONAL CFO SOLUTIONS, LLC$292K1
232INFRASTRUCTURE CAPITAL ADVISORS, LLC$290K1
233Empirical Asset Management, LLC$290K1
234Ethic Inc.$289K1
235Paragon Capital Management Ltd$287K1
236Orion Porfolio Solutions, LLC$286K1
237CHILTON CAPITAL MANAGEMENT LLC$284K1
238FIDUCIARY TRUST CO$283K1
239Focus Partners Advisor Solutions, LLC$282K1
240SHELTON CAPITAL MANAGEMENT$272K1
241XTX Topco Ltd$269K1
242Post Resch Tallon Group Inc.$261K1
243JMN Financial LLC$254K1
244Savant Capital, LLC$251K1
245CIBC Asset Management Inc$251K1
246Sivia Capital Partners, LLC$250K1
247Kendall Capital Management$250K1
248Cresset Asset Management, LLC$248K1
249Dynamic Technology Lab Private Ltd$245K1
250Sowell Financial Services LLC$244K1
251North Dakota State Investment Board$238K1
252TWO SIGMA SECURITIES, LLC$236K1
253DAYMARK WEALTH PARTNERS, LLC$225K1
254INCEPTIONR LLC$224K1
255Ruggaard & Associates LLC$220K1
256NOMURA ASSET MANAGEMENT CO LTD$219K1
257Proficio Capital Partners LLC$218K1
258Able Wealth Management LLC$216K1
259Leo Wealth, LLC$204K1
260Stratos Wealth Partners, LTD.$204K1
261Callan Family Office, LLC$203K1
262SAGE RHINO CAPITAL LLC$203K1
263Oasis Advisors, LLC$203K1
264VestGen Advisors, LLC$202K1
265GABLES CAPITAL MANAGEMENT INC.$192K1
266ASSETMARK, INC$182K1
267Bayforest Capital Ltd$175K1
268MAI Capital Management$157K1
269Allworth Financial LP$145K1
270Y.D. More Investments Ltd$144K1
271TD Waterhouse Canada Inc.$126K1
272UMB Bank, n.a.$123K1
273Founders Capital Management$116K1
274Mirae Asset Global Investments Co., Ltd.$102K1
275Elevated Capital Advisors, LLC$85.6K1
276Transamerica Financial Advisors, LLC$81.6K1
277Caitong International Asset Management Co., Ltd$79.9K1
278Triumph Capital Management$79.6K1
279Steward Partners Investment Advisory, LLC$79.3K1
280Rockefeller Capital Management L.P.$71.4K1
281Larson Financial Group LLC$70.8K1
282SUMMIT SECURITIES GROUP LLC$67.7K1
283Blue Trust, Inc.$65.8K1
284EXCHANGE TRADED CONCEPTS, LLC$65.3K1
285Quarry LP$59.1K1
286GROUP ONE TRADING LLC$59.0K1
287Eurizon Capital SGR S.p.A.$57.0K1
288Arax Advisory Partners$51.6K1
289NATIXIS$41.9K1
290Kemnay Advisory Services Inc.$40.0K1
291Rakuten Securities, Inc.$39.0K1
292Signature Equity Partners, LLC$33.3K1
293Measured Wealth Private Client Group, LLC$33.0K1
294Mitsubishi UFJ Asset Management Co., Ltd.$30.6K1
295WealthCollab, LLC$30.1K1
296BARROW HANLEY MEWHINNEY & STRAUSS LLC$27.6K1
297Manchester Capital Management LLC$22.3K1
298Parkside Financial Bank & Trust$20.3K1
299Deseret Mutual Benefit Administrators$19.2K1
300South Dakota Investment Council$18.9K1
301Addison Advisors LLC$18.6K1
302Rialto Wealth Management, LLC$17.1K1
303Clearstead Trust, LLC$16.6K1
304Valued Wealth Advisors LLC$15.1K1
305FINANCIAL CONSULATE, INC$14.2K1
306SWAN Capital LLC$12.5K1
307Private Wealth Management Group, LLC$10.5K1
308Pinnacle Wealth Planning Services, Inc.$10.4K1
309MEEDER ASSET MANAGEMENT INC$10.0K1
310True Wealth Design, LLC$9.5K1
311Treasurer of the State of North Carolina$9.0K1
312CVA Family Office, LLC$8.7K1
313Bell Investment Advisors, Inc$8.2K1
314Sachetta, LLC$7.7K1
315SJS Investment Consulting Inc.$7.1K1
316FARMERS & MERCHANTS INVESTMENTS INC$7.0K1
317Physician Wealth Advisors, Inc.$5.8K1
318NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.8K1
319Mountain Hill Investment Partners Corp.$4.6K1
320THRIVENT FINANCIAL FOR LUTHERANS$4.5K1
321Evergreen Advisors, LLC$4.3K1
322State of Alaska, Department of Revenue$4.2K1
323Smartleaf Asset Management LLC$3.8K1
324CBIZ Investment Advisory Services, LLC$3.3K1
325Activest Wealth Management$3.1K1
326JPL Wealth Management, LLC$3.0K1
327IFM Investors Pty Ltd$2.7K1
328Investors Portfolio Services LLC$2.5K1
329NEW YORK STATE TEACHERS RETIREMENT SYSTEM$2.4K1
330SouthState Bank Corp$2.3K1
331JFS WEALTH ADVISORS, LLC$1.8K1
332SHP Wealth Management$1.8K1
333Virtu Financial LLC$1.7K1
334MONTAG A & ASSOCIATES INC$1.6K1
335KBC Group NV$1.6K1
336MV CAPITAL MANAGEMENT, INC.$1.6K1
337Kilter Group LLC$1.6K1
338Clearstead Advisors, LLC$1.4K1
339MATHER GROUP, LLC.$1.4K1
340Wealth Enhancement Trust Services, Inc.$1.4K1
341MidFirst Bank$1.4K1
342Owl Creek Wealth Partners LLC$1.4K1
343Cromwell Holdings LLC$1.3K1
344American Capital Advisory, LLC$1.1K1
345PICTON MAHONEY ASSET MANAGEMENT$1.1K1
346Hunter Perkins Capital Management, LLC$7761
347DecisionPoint Financial, LLC$7111
348PARK AVENUE SECURITIES LLC$6581
349Cassaday & Co Wealth Management LLC$5691
350DiNuzzo Private Wealth, Inc.$5691
351Sunrise Financial Services, LLC$5691
352Glen Eagle Advisors, LLC$4591
353Vermillion Wealth Management, Inc.$4271
354Distillate Capital Partners LLC$4271
355Key FInancial Inc$4271
356HFM Investment Advisors, LLC$2841
357Cambridge Investment Research Advisors, Inc.$2001
358ACADIAN ASSET MANAGEMENT LLC$1511
359Dakota Community Bank & Trust NA$1421
360Employees Retirement System of Texas$911
361Raleigh Capital Management Inc.$671
362Capital Advisors, Ltd. LLC$161
363Avion Wealth$11
364JTC Employer Solutions Trustee Ltd$01
365Jefferies Financial Group Inc.— value not disclosed1
366VANGUARD GROUP INC— value not disclosed1
367KING LUTHER CAPITAL MANAGEMENT CORP— value not disclosed1
368FIL Ltd— value not disclosed1
369STATE OF MICHIGAN RETIREMENT SYSTEM— value not disclosed1
370JAMES INVESTMENT RESEARCH, INC.— value not disclosed1
371TOTH FINANCIAL ADVISORY CORP— value not disclosed1
372COMERICA BANK— value not disclosed1
373CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM— value not disclosed1
374ARISTEIA CAPITAL, L.L.C.— value not disclosed1
375BERNZOTT CAPITAL ADVISORS— value not disclosed1
376ALGERT GLOBAL LLC— value not disclosed1
377CIBC Private Wealth Group LLC— value not disclosed1
378Weiss Asset Management LP— value not disclosed1
379Verition Fund Management LLC— value not disclosed1
380DekaBank Deutsche Girozentrale— value not disclosed1
381Alberta Investment Management Corp— value not disclosed1
382Avidian Wealth Enterprises, LLC— value not disclosed1
383HRT FINANCIAL LP— value not disclosed1
384FOX RUN MANAGEMENT, L.L.C.— value not disclosed1
385Leonteq Securities AG— value not disclosed1
386LANDSCAPE CAPITAL MANAGEMENT, L.L.C.— value not disclosed1
387Vestcor Inc— value not disclosed1
388MIRABELLA FINANCIAL SERVICES LLP— value not disclosed1
389Encompass Capital Advisors LLC— value not disclosed1
390Perigon Wealth Management, LLC— value not disclosed1
391Interval Partners, LP— value not disclosed1
392Penserra Capital Management LLC— value not disclosed1
393Point72 Asset Management, L.P.— value not disclosed1
394Archford Capital Strategies, LLC— value not disclosed1
395Versor Investments LP— value not disclosed1
396World Investment Advisors— value not disclosed1
397Kovack Advisors, Inc.— value not disclosed1
398FORA Capital, LLC— value not disclosed1
399Global Retirement Partners, LLC— value not disclosed1
400Prestige Wealth Management Group LLC— value not disclosed1
401Y-Intercept (Hong Kong) Ltd— value not disclosed1
402Aquatic Capital Management LLC— value not disclosed1
403AlphaQuest LLC— value not disclosed1
404SageView Advisory Group, LLC— value not disclosed1
405iSAM Funds (UK) Ltd— value not disclosed1
406Cape Investment Advisory, Inc.— value not disclosed1
407Dunhill Financial, LLC— value not disclosed1
408Kore Advisors LP— value not disclosed1
409ELEVATION WEALTH PARTNERS, LLC— value not disclosed1
410Corigliano Investment Advisers, LLC— value not disclosed1
411Northwest & Ethical Investments L.P.— value not disclosed1
412Turas Capital Management LP— value not disclosed1
413Catherine Avery Investment Management LLC— value not disclosed1
Truncated by Public Filings. Every one of the 364 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)1 buy / 4 sell
Congress net ($ bound)−$59.0K to $11.0K
Filers net (actions)not in build
Filers net ($ 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 CHRD

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for CHRD · financials and macro

Financials — as filed PLANNED

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