Public record / Tickers / CM

CM — CANADIAN IMPERIAL BANK OF COMMERCE /CAN/†

Both disclosure regimes on one name: who in Congress filed about CM, 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
1
all PTR rows naming CM
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
04-15
filed 2019-04-15
13F holders
423
top-423 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

Van Taylor · $1.0K–$15.0K

SELL · traded 2019-03-25 → filed 2019-04-15. Ranked over every CM row by the provable lower bound, never a point estimate.

No member disclosed CM 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

No dated CM 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 CM · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CM
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2019-04-15Van Taylor R–TX-3SELL SP (spouse-owned)Traded 03-25 +21d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 1 ↗

Members active in CM

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

No member disclosed CM in the trailing 12 months.

Congress ↔ notable managers · CM

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
0 — $0 held
Trimming
1 Bridgewater Associates $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · CANADIAN IMPERIAL BANK OF CO

Merged timeline of congressional filings and notable-manager moves on CM
DateWhoChangeSize
2026-05-15Bridgewater Associates 13FEXIT−7,412 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 CM for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1ROYAL BANK OF CANADA$6.3B1
2BANK OF MONTREAL /CAN/$3.9B1
3VANGUARD CAPITAL MANAGEMENT LLC$2.7B1
4TD ASSET MANAGEMENT INC$2.1B1
5TORONTO DOMINION BANK$1.9B1
6NATIONAL BANK OF CANADA /FI/$1.2B1
7BANK OF NOVA SCOTIA$1.2B1
8CIBC WORLD MARKET INC.$1.2B1
9FIL Ltd$1.1B1
10MACKENZIE FINANCIAL CORP$972M1
11Connor, Clark & Lunn Investment Management Ltd.$864M1
12CANADA PENSION PLAN INVESTMENT BOARD$853M1
13CIBC Asset Management Inc$802M1
14VANGUARD FIDUCIARY TRUST CO$783M1
15TD Waterhouse Canada Inc.$777M1
16MANUFACTURERS LIFE INSURANCE COMPANY, THE$769M1
17Legal & General Group Plc$639M1
18Vanguard Global Advisers, LLC$627M1
19PUBLIC SECTOR PENSION INVESTMENT BOARD$592M1
20SCOTIA CAPITAL INC.$414M1
21DEUTSCHE BANK AG\$362M1
22Capital International Investors$350M1
23Federation des caisses Desjardins du Quebec$340M1
24MORGAN STANLEY$330M1
25HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$321M1
26Amundi$289M1
27DIMENSIONAL FUND ADVISORS LP$282M1
28BANK OF AMERICA CORP /DE/$258M1
29CHARLES SCHWAB INVESTMENT MANAGEMENT INC$254M1
30Invesco Ltd.$227M1
31Alberta Investment Management Corp$203M1
32Nuveen, LLC$197M1
33VANGUARD ASSET MANAGEMENT, Ltd$180M1
34Zurcher Kantonalbank (Zurich Cantonalbank)$175M1
35BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$152M1
36LETKO, BROSSEAU & ASSOCIATES INC$148M1
37FRANKLIN RESOURCES INC$126M1
38BlackRock, Inc.$117M1
39BNP Paribas Asset Management Holding S.A.$107M1
40CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$86.9M1
41NORTHERN TRUST CORP$78.1M1
42GUARDIAN CAPITAL LP$77.8M1
43AVIVA PLC$77.3M1
44BCV Asset Management Inc.$76.8M1
45AustralianSuper Pty Ltd$71.9M1
46Aviso Financial Inc.$68.5M1
47OMERS ADMINISTRATION Corp$60.2M1
48UBS Group AG$59.7M1
49Value Partners Investments Inc.$57.9M1
50MILLENNIUM MANAGEMENT LLC$52.7M1
51AMERICAN CENTURY COMPANIES INC$51.5M1
52SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$49.5M1
53Korea Investment CORP$47.6M1
54CIDEL ASSET MANAGEMENT INC$46.3M1
55CITIGROUP INC$45.9M1
56FIRST TRUST ADVISORS LP$45.0M1
57Vanguard Investments Australia, Ltd.$43.9M1
58AQR CAPITAL MANAGEMENT LLC$42.8M1
59Addenda Capital Inc.$41.9M1
60APG Asset Management N.V.$39.1M1
611832 Asset Management L.P.$39.1M1
62Mitsubishi UFJ Trust & Banking Corp$37.1M1
63Pictet Asset Management Holding SA$35.8M1
64Guardian Partners Inc.$35.7M1
65INTACT INVESTMENT MANAGEMENT INC.$30.8M1
66STATE OF WISCONSIN INVESTMENT BOARD$28.9M1
67Candriam S.C.A.$28.1M1
68Purpose Unlimited Inc.$27.4M1
69ASSETMARK, INC$27.0M1
70CANERECTOR INC$26.4M1
71LAZARD ASSET MANAGEMENT LLC$25.4M1
72Andra AP-fonden$25.4M1
73INTECH INVESTMENT MANAGEMENT LLC$25.1M1
74BARCLAYS PLC$24.7M1
75SEB Asset Management AB$23.1M1
76Investment Management Corp of Ontario$22.6M1
77Triasima Portfolio Management inc.$21.8M1
78Fiera Capital Corp$21.7M1
79Lansforsakringar Fondforvaltning AB (publ)$20.8M1
80Janus Henderson Group Ltd.$20.3M1
81Varma Mutual Pension Insurance Co$18.3M1
82PICTON MAHONEY ASSET MANAGEMENT$17.4M1
83Zurich Insurance Group Ltd/FI$16.7M1
84Northwest & Ethical Investments L.P.$16.3M1
85Pinnacle Financial Partners, Inc.$16.0M1
86ALLIANCEBERNSTEIN L.P.$15.3M1
87Qube Research & Technologies Ltd$14.9M1
88Maryland State Retirement & Pension System$14.6M1
89FMR LLC$14.4M1
90USS Investment Management Ltd$14.3M1
91Allianz Asset Management GmbH$14.2M1
92K.J. Harrison & Partners Inc$13.1M1
93BANK OF NOVA SCOTIA TRUST CO$11.2M1
94Swiss Life Asset Management Ltd$11.0M1
95PDT Partners, LLC$10.9M1
96Creative Planning$10.9M1
97BALYASNY ASSET MANAGEMENT L.P.$10.8M1
98RAYMOND JAMES FINANCIAL INC$10.3M1
99Genus Capital Management Inc.$10.2M1
100ENVESTNET ASSET MANAGEMENT INC$9.7M1
101Utah Retirement Systems$9.7M1
102FEDERATED HERMES, INC.$9.3M1
103Quantinno Capital Management LP$9.3M1
104Smith Group Asset Management, LLC$8.3M1
105Grantham, Mayo, Van Otterloo & Co. LLC$8.2M1
106Avanza Fonder AB$8.0M1
107WELLINGTON MANAGEMENT GROUP LLP$7.8M1
108Harvest Portfolios Group Inc.$7.7M1
109Lombard Odier Asset Management (Switzerland) SA$7.5M1
110LPL Financial LLC$7.5M1
111NAPLES GLOBAL ADVISORS, LLC$7.2M1
112Chesley Taft & Associates LLC$7.1M1
113WELLS FARGO & COMPANY/MN$7.1M1
114NewSquare Capital LLC$6.7M1
115O'SHAUGHNESSY ASSET MANAGEMENT, LLC$6.6M1
116WORLDQUANT MILLENNIUM ADVISORS LLC$6.0M1
117JANE STREET GROUP, LLC$5.8M1
118Osmosis Investment Management UK Ltd$5.7M1
119PCJ Investment Counsel Ltd.$5.6M1
120Gradient Investments LLC$5.3M1
121D. E. Shaw & Co., Inc.$4.9M1
122Vanguard Personalized Indexing Management, LLC$4.8M1
123Capital International Sarl$4.7M1
124Mariner, LLC$4.5M1
125CREDIT AGRICOLE S A$4.2M1
126TWO SIGMA INVESTMENTS, LP$4.2M1
127CAPITAL INTERNATIONAL LTD /CA/$4.1M1
128Man Group plc$4.0M1
129ROYAL LONDON ASSET MANAGEMENT LTD$3.8M1
130Metis Global Partners, LLC$3.8M1
131JCIC Asset Management Inc.$3.7M1
132Baird Financial Group, Inc.$3.6M1
133Generali Asset Management SPA SGR$3.6M1
134HighTower Advisors, LLC$3.4M1
135Ensign Peak Advisors, Inc$3.3M1
136XTX Topco Ltd$3.2M1
137Assenagon Asset Management S.A.$3.2M1
138J. Safra Sarasin Holding AG$3.1M1
139Cetera Investment Advisers$3.1M1
140NATIXIS$3.0M1
141QUADRANT CAPITAL GROUP LLC$2.9M1
142American Assets Investment Management, LLC$2.8M1
143Vise Technologies, Inc.$2.8M1
144Crossmark Global Holdings, Inc.$2.7M1
145Cerity Partners LLC$2.7M1
146ASR Vermogensbeheer N.V.$2.7M1
147Cardinal Point Capital Management ULC$2.7M1
148MidFirst Bank$2.6M1
149Mesirow Financial Investment Management, Inc.$2.6M1
150Y-Intercept (Hong Kong) Ltd$2.4M1
151Laird Norton Wetherby Trust Company, LLC$2.4M1
152SIGNATUREFD, LLC$2.2M1
153STIFEL FINANCIAL CORP$2.2M1
154TRUIST FINANCIAL CORP$2.2M1
155Savant Capital, LLC$2.1M1
156COMMONWEALTH EQUITY SERVICES, LLC$2.0M1
157PINNACLE ASSOCIATES LTD$1.9M1
158RITHOLTZ WEALTH MANAGEMENT$1.9M1
159Capital International, Inc./CA/$1.9M1
160Orion Porfolio Solutions, LLC$1.8M1
161Qtron Investments LLC$1.7M1
162STEPHENS INC /AR/$1.6M1
163SEI INVESTMENTS CO$1.5M1
164Engineers Gate Manager LP$1.5M1
165US BANCORP \DE\$1.5M1
166Corient Private Wealth LLC$1.5M1
167CAPSTONE INVESTMENT ADVISORS, LLC$1.4M1
168Rockefeller Capital Management L.P.$1.4M1
169NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.4M1
170Performance Wealth Partners, LLC$1.4M1
171Manske Wealth Management$1.4M1
172Compound Planning, Inc.$1.4M1
173Pathstone Holdings, LLC$1.3M1
174MERCER GLOBAL ADVISORS INC /ADV$1.3M1
175Cumberland Partners Ltd$1.3M1
176PRINCIPAL FINANCIAL GROUP INC$1.2M1
177Focus Partners Wealth$1.1M1
178Octavia Wealth Advisors, LLC$1.1M1
179Tacita Capital Inc$1.1M1
180IEQ CAPITAL, LLC$1.1M1
181State of Wyoming$1.1M1
182Aull & Monroe Investment Management Corp$1.0M1
183Hennion & Walsh Asset Management, Inc.$1.0M1
184Kestra Advisory Services, LLC$970K1
185MAIRS & POWER INC$964K1
186EVERGREEN CAPITAL MANAGEMENT LLC$960K1
187Sequoia Financial Advisors, LLC$955K1
188Measured Wealth Private Client Group, LLC$949K1
189Berger Financial Group, Inc$935K1
190OSAIC HOLDINGS, INC.$930K1
191Vident Advisory, LLC$887K1
192Affinity Capital Advisors, LLC$806K1
193Stratos Wealth Partners, LTD.$757K1
194MONETA GROUP INVESTMENT ADVISORS LLC$744K1
195CITADEL ADVISORS LLC$731K1
196Capital Group Investment Management Pte. Ltd.$709K1
197M&T BANK CORP$697K1
198MASSACHUSETTS FINANCIAL SERVICES CO /MA/$677K1
199BROWN ADVISORY INC$658K1
200Texas Yale Capital Corp.$656K1
201Bristol Gate Capital Partners Inc.$655K1
202ACADIAN ASSET MANAGEMENT LLC$645K1
203Ewing Morris & Co. Investment Partners Ltd.$641K1
204HB Wealth Management, LLC$599K1
205&PARTNERS$598K1
206Keudell/Morrison Wealth Management$592K1
207Centiva Capital, LP$581K1
208SHUFRO ROSE & CO LLC$569K1
209WESTWOOD HOLDINGS GROUP INC$557K1
210Frank, Rimerman Advisors LLC$555K1
211PDS Planning, Inc$534K1
212Private Advisor Group, LLC$498K1
213MISSION WEALTH MANAGEMENT, LP$484K1
214Magnetar Financial LLC$475K1
215ARQ WEALTH ADVISORS, LLC$474K1
216Checchi Capital Advisers, LLC$472K1
217TWO SIGMA SECURITIES, LLC$468K1
218Vontobel Holding Ltd.$461K1
219Grove Bank & Trust$461K1
220Brown Shipley& Co Ltd$459K1
221VIRTUS ADVISERS, LLC$441K1
222VIEWPOINT INVESTMENT PARTNERS CORP$437K1
223DAVENPORT & Co LLC$430K1
224Johnson Financial Group, LLC$428K1
225BENJAMIN EDWARDS INC$418K1
226CASCADE INVESTMENT GROUP, INC.$412K1
227Westover Capital Advisors, LLC$398K1
228VAUGHAN & Co SECURITIES, INC.$395K1
229Triumph Capital Management$393K1
230Waverly Advisors, LLC$390K1
231INDEPENDENT FINANCIAL GROUP, LLC$387K1
232WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$379K1
233KEYBANK NATIONAL ASSOCIATION/OH$372K1
234Lido Advisors, LLC$363K1
235Independent Advisor Alliance$361K1
236Center For Asset Management LLC$357K1
237Beverly Hills Private Wealth, LLC$355K1
238VestGen Advisors, LLC$349K1
239Five Oceans Advisors$348K1
240Baron Wealth Management LLC$345K1
241Expressive Wealth LLC$343K1
242SILVERLAKE WEALTH MANAGEMENT LLC$339K1
243LGT Group Foundation$337K1
244UNITED CAPITAL FINANCIAL ADVISORS, LLC$335K1
245Sowell Financial Services LLC$330K1
246Kathmere Capital Management, LLC$328K1
247Focus Partners Advisor Solutions, LLC$310K1
248QRG CAPITAL MANAGEMENT, INC.$309K1
249PCM Encore, LLC$307K1
250Ascent Group, LLC$300K1
251Mattson Financial Services, LLC$299K1
252CBIZ Investment Advisory Services, LLC$291K1
253Bridgewater Advisors Inc.$289K1
254Moran Wealth Management, LLC$286K1
255Brown Financial Advisors$286K1
256Net Worth Advisory Group$284K1
257World Investment Advisors$282K1
258Beck Bode, LLC$281K1
259Pure Financial Advisors, LLC$279K1
260JB Capital LLC$277K1
261CAP Partners, LLC$276K1
262Ballentine Partners, LLC$275K1
263Merit Financial Group, LLC$273K1
264Kovack Advisors, Inc.$269K1
265UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$268K1
266Mutual Advisors, LLC$266K1
267Income Insurance Ltd$261K1
268Brevan Howard Capital Management LP$256K1
269COLDSTREAM CAPITAL MANAGEMENT INC$253K1
270EP Wealth Advisors, LLC$251K1
271West Family Investments, Inc.$248K1
272CWM, LLC$244K1
273GUGGENHEIM CAPITAL LLC$244K1
274FIDUCIARY FINANCIAL GROUP, LLC$244K1
275Caprock Group, LLC$238K1
276Slagle Financial, LLC$238K1
277BLAIR WILLIAM & CO/IL$230K1
278Summit Trail Advisors, LLC$228K1
279WATERS PARKERSON & CO., LLC$227K1
280Cromwell Holdings LLC$227K1
281Scientech Research LLC$226K1
282Chicago Partners Investment Group LLC$224K1
283Blueshift Asset Management, LLC$223K1
284Greenspring Advisors, LLC$219K1
285Sanctuary Advisors, LLC$216K1
286Ausdal Financial Partners, Inc.$214K1
287NewEdge Advisors, LLC$210K1
288CHOREO, LLC$209K1
289MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$208K1
290KCM INVESTMENT ADVISORS LLC$207K1
291INTRUST BANK NA$206K1
292DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$194K1
293Pacifica Partners Inc.$192K1
294SouthState Bank Corp$190K1
295TOMPKINS FINANCIAL CORP$190K1
296Compagnie Lombard Odier SCmA$189K1
297Evelyn Partners Investment Management LLP$181K1
298Arax Advisory Partners$163K1
299Fideuram Asset Management (Ireland) dac$161K1
300Allworth Financial LP$157K1
301LOM Asset Management Ltd$152K1
302FIFTH THIRD BANCORP$135K1
303Clearstead Advisors, LLC$126K1
304Manchester Capital Management LLC$119K1
305Smartleaf Asset Management LLC$119K1
306Steward Partners Investment Advisory, LLC$117K1
307UMB Bank, n.a.$115K1
308SHP Wealth Management$113K1
309Larson Financial Group LLC$89.2K1
310BELLEVUE ASSET MANAGEMENT, LLC$82.4K1
311Parkside Financial Bank & Trust$78.5K1
312MAI Capital Management$76.7K1
313Bank Julius Baer & Co. Ltd, Zurich$70.2K1
314CENTRAL TRUST Co$58.2K1
315Global Assets Advisory, LLC$54.5K1
316TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$54.3K1
317Addison Advisors LLC$49.5K1
318Walleye Capital LLC$47.7K1
319Atlantic Union Bankshares Corp$47.4K1
320CANADA LIFE ASSURANCE Co$43.9K1
321Evelyn Partners Investment Management (Europe) Ltd$42.6K1
322TOTH FINANCIAL ADVISORY CORP$37.9K1
323SALEM INVESTMENT COUNSELORS INC$35.7K1
324JFS WEALTH ADVISORS, LLC$30.8K1
325Bell Investment Advisors, Inc$29.5K1
326Asset Dedication, LLC$27.9K1
327Pinnacle Wealth Planning Services, Inc.$25.7K1
328Truvestments Capital LLC$24.8K1
329Groupe la Francaise$24.8K1
330WPG Advisers, LLC$20.7K1
331DekaBank Deutsche Girozentrale$19.4K1
332Johnson Financial Group, Inc.$19.1K1
333Evelyn Partners Investment Management Services Ltd$17.5K1
334FINANCIAL CONSULATE, INC$17.4K1
335COUNTRY TRUST BANK$16.0K1
336Annis Gardner Whiting Capital Advisors, LLC$16.0K1
337Wilmington Savings Fund Society, FSB$14.4K1
338Blume Capital Management, Inc.$14.2K1
339Quest 10 Wealth Builders, Inc.$13.9K1
340Claret Asset Management Corp$13.8K1
341BARD ASSOCIATES INC$10.6K1
342True Wealth Design, LLC$9.6K1
343MATHER GROUP, LLC.$8.8K1
344CVA Family Office, LLC$7.4K1
345Dogwood Wealth Management LLC$6.8K1
346Crewe Advisors LLC$6.2K1
347MV CAPITAL MANAGEMENT, INC.$5.1K1
348DecisionPoint Financial, LLC$4.9K1
349EVOLUTION WEALTH MANAGEMENT INC.$4.7K1
350BROWN, LISLE/CUMMINGS, INC.$4.3K1
351HRT FINANCIAL LP$4.2K1
352SJS Investment Consulting Inc.$4.1K1
353JPL Wealth Management, LLC$3.2K1
354Leonteq Securities AG$2.9K1
355Advocate Investing Services LLC$2.7K1
356ALGERT GLOBAL LLC$2.2K1
357Godfrey Financial Associates, Inc.$1.8K1
358Intentional Wealth Strategies, LLC$1.5K1
359Stone House Investment Management, LLC$1.4K1
360Caitlin John, LLC$1.4K1
361Blue Trust, Inc.$1.2K1
362Kilter Group LLC$1.2K1
363Physician Wealth Advisors, Inc.$1.1K1
364Raleigh Capital Management Inc.$8041
365Caitong International Asset Management Co., Ltd$4741
366Virtu Financial LLC$4361
367PARK AVENUE SECURITIES LLC$4081
368Penserra Capital Management LLC$3991
369Frazier Financial Advisors, LLC$2851
370Nvest Wealth Strategies, Inc.$2851
371NATURAL INVESTMENTS, LLC$2271
372Transamerica Financial Advisors, LLC$951
373Capital Analysts, LLC$571
374VALLEY NATIONAL ADVISERS INC$131
375NOMURA ASSET MANAGEMENT CO LTD$01
376VANGUARD GROUP INC— value not disclosed1
377GLENMEDE TRUST CO NA— value not disclosed1
378HARBOUR INVESTMENTS, INC.— value not disclosed1
379GREENBERG FINANCIAL GROUP— value not disclosed1
380RENAISSANCE TECHNOLOGIES LLC— value not disclosed1
381PRUDENTIAL FINANCIAL INC— value not disclosed1
382ARROWSTREET CAPITAL, LIMITED PARTNERSHIP— value not disclosed1
383CIBC Private Wealth Group LLC— value not disclosed1
384Bridgewater Associates, LP— value not disclosed1
385Bangor Savings Bank— value not disclosed1
386GSA CAPITAL PARTNERS LLP— value not disclosed1
387NORGES BANK— value not disclosed1
388Walleye Trading LLC— value not disclosed1
389SUMMIT SECURITIES GROUP LLC— value not disclosed1
390Tower Research Capital LLC (TRC)— value not disclosed1
391Skandinaviska Enskilda Banken AB (publ)— value not disclosed1
392Waratah Capital Advisors Ltd.— value not disclosed1
393Clarkston Capital Partners, LLC— value not disclosed1
394ASAHI LIFE ASSET MANAGEMENT CO., LTD.— value not disclosed1
395BTG Pactual Asset Management US LLC— value not disclosed1
396Point72 Asset Management, L.P.— value not disclosed1
397Trexquant Investment LP— value not disclosed1
398XPONANCE LLC— value not disclosed1
399Versor Investments LP— value not disclosed1
400Meridian Wealth Management, LLC— value not disclosed1
401McIlrath & Eck, LLC— value not disclosed1
402Caption Management, LLC— value not disclosed1
403Bridgefront Capital, LLC— value not disclosed1
404ExodusPoint Capital Management, LP— value not disclosed1
405AIGEN INVESTMENT MANAGEMENT, LP— value not disclosed1
406Global Retirement Partners, LLC— value not disclosed1
407MQS Management LLC— value not disclosed1
408Strategic Investment Advisors / MI— value not disclosed1
409LRT Capital Management, LLC— value not disclosed1
410Capital Group Private Client Services, Inc.— value not disclosed1
411SIG North Trading, ULC— value not disclosed1
412TUCKER ASSET MANAGEMENT LLC— value not disclosed1
413Beaird Harris Wealth Management, LLC— value not disclosed1
414Forum Financial Management, LP— value not disclosed1
415SageView Advisory Group, LLC— value not disclosed1
416Cape Investment Advisory, Inc.— value not disclosed1
417Quarry LP— value not disclosed1
418Sivia Capital Partners, LLC— value not disclosed1
419Havemeyer Place LP— value not disclosed1
420Brucke Financial, Inc.— value not disclosed1
421Westerkirk Capital Inc.— value not disclosed1
422PBU - The Pension Fund of Early Childhood & Youth Educators— value not disclosed1
423EFG International AG— value not disclosed1
Truncated by Public Filings. Every one of the 375 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 CM

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for CM · financials and macro

Financials — as filed PLANNED

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