Public record / Tickers / CR

CR — Crane Co†

Both disclosure regimes on one name: who in Congress filed about CR, 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
20
all PTR rows naming CR
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
09-25
filed 2026-09-25
13F holders
498
top-498 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

Kelly Loeffler · $100K–$250K

SELL · traded 2020-04-07 → filed 2020-05-01. Ranked over every CR row by the provable lower bound, never a point estimate.

1 member · 0 buys / 1 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

4 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

1 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. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CR
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-25Kevin Hern R–OK-1SELL JT (jointly owned)Traded 08-31 +25d$50K–$100K
2022-12-08Kevin Hern R–OK-1SELL JT (jointly owned)Traded 11-21 +17d$1K–$15K
2021-12-09Kevin Hern R–OK-1BUY JT (jointly owned)Traded 11-26 +13d$15K–$50K
2020-08-15Kevin Hern R–OK-1BUY JT (jointly owned)Traded 07-27 +19d$1K–$15K
2020-05-01Kelly Loeffler R–GABUY SP (spouse-owned)Traded 04-07 +24d$15K–$50K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 20 ↗

Members active in CR

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing CR 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.
Kevin Hern R–OK-11−$100K to −$50.0K1

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

Congress ↔ notable managers · CR

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

Congress · last 90 days

Buyers
0 — —
Sellers
1 Kevin Hern R–OK-1 $50K–$100K

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

Notable managers · quarter ended 2026-03-31

Trimming
0 — $0 held

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

Merged timeline of congressional filings and notable-manager moves on CR
DateWhoChangeSize
2026-09-25Kevin Hern CongressSELL$50K–$100K
2026-05-15Gotham Asset Management 13FADD+50,149 sh
2026-05-15Bridgewater Associates 13FADD+82,730 sh
2026-05-15Moore Capital Management 13FNEW+70,531 sh
2026-05-14Caxton Associates 13FNEW+3,844 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

full holders view ↗
Top institutional holders of CR for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$823M1
2Capital World Investors$409M1
3VANGUARD CAPITAL MANAGEMENT LLC$376M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$359M1
5FMR LLC$357M1
6STATE STREET CORP$254M1
7Capital International Investors$184M1
8AQR CAPITAL MANAGEMENT LLC$161M1
9GEODE CAPITAL MANAGEMENT, LLC$158M1
10DIMENSIONAL FUND ADVISORS LP$145M1
11Select Equity Group, L.P.$105M1
12MORGAN STANLEY$101M1
13Artemis Investment Management LLP$92.9M1
14MILLENNIUM MANAGEMENT LLC$82.8M1
15UBS Group AG$81.0M1
16PRINCIPAL FINANCIAL GROUP INC$75.6M1
17PRUDENTIAL FINANCIAL INC$74.3M1
18Point72 Asset Management, L.P.$73.5M1
19Invesco Ltd.$72.8M1
20Nuveen, LLC$72.5M1
21MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$72.5M1
22NORTHERN TRUST CORP$71.6M1
23ALLIANCEBERNSTEIN L.P.$68.0M1
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC$67.2M1
25Freestone Grove Partners LP$65.3M1
26Janus Henderson Group Ltd.$61.8M1
27One Madison Group LLC$61.5M1
28FRANKLIN RESOURCES INC$56.0M1
29AMERICAN CENTURY COMPANIES INC$52.6M1
30VANGUARD FIDUCIARY TRUST CO$52.0M1
31BANK OF AMERICA CORP /DE/$47.1M1
32Qube Research & Technologies Ltd$46.7M1
33MANUFACTURERS LIFE INSURANCE COMPANY, THE$45.0M1
34FEDERATED HERMES, INC.$42.5M1
35MASSACHUSETTS FINANCIAL SERVICES CO /MA/$35.5M1
36HAWK RIDGE CAPITAL MANAGEMENT LP$35.2M1
37FIRST TRUST ADVISORS LP$34.5M1
38Ceredex Value Advisors LLC$34.1M1
39RENAISSANCE TECHNOLOGIES LLC$27.6M1
40Waratah Capital Advisors Ltd.$27.6M1
41J. Goldman & Co LP$26.4M1
42FULLER & THALER ASSET MANAGEMENT, INC.$23.8M1
43FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$23.7M1
44RAYMOND JAMES FINANCIAL INC$23.2M1
45Assenagon Asset Management S.A.$23.2M1
46Gotham Asset Management, LLC$22.6M1
47SCOPUS ASSET MANAGEMENT, L.P.$21.6M1
48TEACHER RETIREMENT SYSTEM OF TEXAS$19.9M1
49Retirement Systems of Alabama$19.8M1
50Verition Fund Management LLC$19.6M1
51Congruence Capital, LLC$19.5M1
52UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$18.6M1
53Bridgewater Associates, LP$17.7M1
54Capital Research Global Investors$17.6M1
55PANAGORA ASSET MANAGEMENT INC$16.6M1
56Swiss National Bank$16.6M1
57WELLS FARGO & COMPANY/MN$15.9M1
58CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$15.8M1
59Allspring Global Investments Holdings, LLC$15.7M1
60ENVESTNET ASSET MANAGEMENT INC$15.0M1
61Zimmer Partners, LP$14.5M1
62CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$14.4M1
63MARSHALL WACE, LLP$12.7M1
64BALYASNY ASSET MANAGEMENT L.P.$12.1M1
65MOORE CAPITAL MANAGEMENT, LP$12.1M1
66CITADEL ADVISORS LLC$11.7M1
67Legal & General Group Plc$11.6M1
68HSBC HOLDINGS PLC$11.5M1
69Creative Planning$10.9M1
70KINGDON CAPITAL MANAGEMENT, L.L.C.$10.3M1
71CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$10.0M1
72Man Group plc$9.4M1
73Y-Intercept (Hong Kong) Ltd$9.3M1
74AXIOM INVESTORS LLC /DE$9.3M1
75Channing Capital Management, LLC$9.1M1
76Clark Capital Management Group, Inc.$9.0M1
77MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.9M1
78CIBC Bancorp USA Inc.$8.8M1
79Venture Visionary Partners LLC$8.8M1
80Arrow Capital Management, LLC$8.8M1
81Trexquant Investment LP$8.8M1
82TOCQUEVILLE ASSET MANAGEMENT L.P.$8.6M1
83STATE OF WISCONSIN INVESTMENT BOARD$8.5M1
84OSAIC HOLDINGS, INC.$8.2M1
85STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$7.9M1
86Quantinno Capital Management LP$7.8M1
87Jain Global LLC$7.3M1
88Amundi$6.9M1
89Hudson Bay Capital Management LP$6.9M1
90SEI INVESTMENTS CO$6.6M1
91TWO SIGMA INVESTMENTS, LP$6.6M1
92Mariner, LLC$6.5M1
93Corient Private Wealth LLC$6.5M1
94Russell Investments Group, Ltd.$6.3M1
95VANGUARD ASSET MANAGEMENT, Ltd$6.3M1
96BRANT POINT INVESTMENT MANAGEMENT LLC$6.2M1
97HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$6.2M1
98LPL Financial LLC$6.1M1
99BANK OF NOVA SCOTIA$6.0M1
100Universal- Beteiligungs- und Servicegesellschaft mbH$6.0M1
101JONES FINANCIAL COMPANIES LLLP$5.7M1
102JANE STREET GROUP, LLC$5.6M1
103TRUIST FINANCIAL CORP$5.5M1
104IEQ CAPITAL, LLC$5.5M1
105EASTERN BANK$5.4M1
106Nicholas Investment Partners, LP$5.3M1
107GRIFFIN ASSET MANAGEMENT, INC.$5.2M1
108NEW YORK STATE COMMON RETIREMENT FUND$5.2M1
109Cerity Partners LLC$5.2M1
110Cinctive Capital Management LP$4.9M1
111CITIGROUP INC$4.8M1
112ALPS ADVISORS INC$4.4M1
113TWINBEECH CAPITAL LP$4.3M1
114LOS ANGELES CAPITAL MANAGEMENT LLC$4.2M1
115WORLDQUANT MILLENNIUM ADVISORS LLC$4.2M1
116Allianz Asset Management GmbH$4.2M1
117CREDIT AGRICOLE S A$4.0M1
118JACOBS LEVY EQUITY MANAGEMENT, INC$3.9M1
119SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$3.8M1
120Advisors Asset Management, Inc.$3.7M1
121Zurcher Kantonalbank (Zurich Cantonalbank)$3.6M1
122EFG International AG$3.6M1
123Walleye Capital LLC$3.6M1
124Rockefeller Capital Management L.P.$3.6M1
125Vanguard Global Advisers, LLC$3.3M1
126ROYAL BANK OF CANADA$3.2M1
127FIFTH THIRD BANCORP$3.2M1
128Jefferies Financial Group Inc.$3.1M1
129Oak Thistle LLC$3.1M1
130Baird Financial Group, Inc.$2.9M1
131Holocene Advisors, LP$2.9M1
132State of New Jersey Common Pension Fund D$2.6M1
133XTX Topco Ltd$2.6M1
134O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.6M1
135CWM, LLC$2.5M1
136STIFEL FINANCIAL CORP$2.4M1
137Weiss Asset Management LP$2.3M1
138WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.3M1
139Central Pacific Bank - Trust Division$2.3M1
140Capital International Sarl$2.3M1
141D. E. Shaw & Co., Inc.$2.3M1
142Arizona State Retirement System$2.3M1
143MERCER GLOBAL ADVISORS INC /ADV$2.3M1
144Susquehanna Portfolio Strategies, LLC$2.2M1
145US BANCORP \DE\$2.2M1
146Radnor Capital Management, LLC$2.2M1
147Cetera Investment Advisers$2.2M1
148Vanguard Investments Australia, Ltd.$2.2M1
149Charter Oak Advisors LP$2.1M1
150COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.1M1
151BROWN ADVISORY INC$2.1M1
152CANADA PENSION PLAN INVESTMENT BOARD$2.1M1
153SummitTX Capital, L.P.$2.0M1
154PEAK6 LLC$2.0M1
155NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$2.0M1
156WOLVERINE ASSET MANAGEMENT LLC$1.9M1
157NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.9M1
158KLP KAPITALFORVALTNING AS$1.8M1
159LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.8M1
160AXQ CAPITAL, LP$1.8M1
161OPPENHEIMER ASSET MANAGEMENT INC.$1.7M1
162OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.7M1
163Schonfeld Strategic Advisors LLC$1.7M1
164DEUTSCHE BANK AG\$1.7M1
165Brevan Howard Capital Management LP$1.6M1
166Vest Financial, LLC$1.6M1
167Capital International, Inc./CA/$1.6M1
168SageGuard Financial Group, LLC$1.6M1
169Aquatic Capital Management LLC$1.6M1
170Engineers Gate Manager LP$1.6M1
171Twelve Points Wealth Management LLC$1.5M1
172ING GROEP NV$1.5M1
173DRW Securities, LLC$1.4M1
174Pinnacle Financial Partners, Inc.$1.4M1
175Vanguard Personalized Indexing Management, LLC$1.3M1
176M&T BANK CORP$1.3M1
177Pictet Asset Management Holding SA$1.3M1
178Pathstone Holdings, LLC$1.3M1
179OSTRUM ASSET MANAGEMENT$1.3M1
180MONTAG A & ASSOCIATES INC$1.2M1
181RITHOLTZ WEALTH MANAGEMENT$1.2M1
182S&T BANK/PA$1.2M1
183Private Advisor Group, LLC$1.2M1
184Sanctuary Advisors, LLC$1.2M1
185Ensign Peak Advisors, Inc$1.2M1
186Focus Partners Wealth$1.2M1
187BANK OF MONTREAL /CAN/$1.1M1
188Graham Capital Management, L.P.$1.1M1
189CAPITAL INTERNATIONAL LTD /CA/$1.1M1
190NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.0M1
191HighTower Advisors, LLC$1.0M1
192Steward Partners Investment Advisory, LLC$1.0M1
193XPONANCE LLC$1.0M1
194Campbell & CO Investment Adviser LLC$973K1
195Aster Capital Management (DIFC) Ltd$961K1
196Twin Tree Management, LP$937K1
197First City Capital Management, Inc.$883K1
198Sivia Capital Partners, LLC$882K1
199NATIXIS$876K1
200AIGEN INVESTMENT MANAGEMENT, LP$874K1
201Bain Capital Public Equity, LP$850K1
202LECAP ASSET MANAGEMENT LTD$850K1
203FAYEZ SAROFIM & CO$846K1
204Independent Advisor Alliance$841K1
205Fractal Investments LLC$838K1
206PINNACLE ASSOCIATES LTD$814K1
207DIVERSIFY WEALTH MANAGEMENT, LLC$813K1
208BAILARD, INC.$806K1
209DLK Investment Management, LLC$796K1
210Summit Trail Advisors, LLC$793K1
211SUSQUEHANNA INTERNATIONAL GROUP, LLP$792K1
212&PARTNERS$765K1
213Crossmark Global Holdings, Inc.$762K1
214KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$758K1
215ENTERPRISE FINANCIAL SERVICES CORP$756K1
216INTECH INVESTMENT MANAGEMENT LLC$738K1
217VOYA INVESTMENT MANAGEMENT LLC$733K1
218NORDEN GROUP LLC$726K1
219QUADRANT CAPITAL GROUP LLC$717K1
220Integrated Wealth Concepts LLC$712K1
221Resonant Capital Advisors, LLC$709K1
222COMMONWEALTH EQUITY SERVICES, LLC$705K1
223Rehmann Capital Advisory Group$702K1
224Pitcairn Wealth Advisors LLC$697K1
225Dynamic Technology Lab Private Ltd$694K1
226Merit Financial Group, LLC$689K1
227INTRUST BANK NA$686K1
228COLDSTREAM CAPITAL MANAGEMENT INC$665K1
229Retirement Planning Group, LLC$663K1
230CAXTON ASSOCIATES LLP$657K1
231JB Capital LLC$639K1
232South Shore Capital Advisors$635K1
233NewEdge Advisors, LLC$615K1
234Orion Porfolio Solutions, LLC$613K1
235Inspire Advisors, LLC$610K1
236SECURIAN ASSET MANAGEMENT, INC$609K1
237FOX RUN MANAGEMENT, L.L.C.$597K1
238Leonteq Securities AG$594K1
239RICE HALL JAMES & ASSOCIATES, LLC$594K1
240STEPHENS INC /AR/$582K1
241Busey Bank$581K1
242JOHNSON INVESTMENT COUNSEL INC$578K1
243HB Wealth Management, LLC$569K1
244Cresset Asset Management, LLC$543K1
245TigerOak Management, L.L.C.$540K1
246MML INVESTORS SERVICES, LLC$537K1
247Lido Advisors, LLC$535K1
248Swiss Life Asset Management Ltd$529K1
249BOOTHBAY FUND MANAGEMENT, LLC$523K1
250MAI Capital Management$515K1
251Vestmark Advisory Solutions, Inc.$514K1
252Federation des caisses Desjardins du Quebec$508K1
253KESTRA PRIVATE WEALTH SERVICES, LLC$504K1
254TritonPoint Partners, LLC$491K1
255NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$487K1
256Focus Partners Advisor Solutions, LLC$485K1
257DONALDSON CAPITAL MANAGEMENT, LLC$481K1
258EntryPoint Capital, LLC$473K1
259Kooman & Associates$463K1
260DnB Asset Management AS$450K1
261Inspire Investing, LLC$449K1
262Utah Retirement Systems$445K1
263Concentric Capital Strategies, LP$434K1
264Marex Group Ltd$428K1
265Tidal Investments LLC$422K1
266Themes Management Co LLC$420K1
267Sigma Planning Corp$420K1
268Machina Capital S.A.S.$419K1
269BROWN BROTHERS HARRIMAN & CO$418K1
270BLAIR WILLIAM & CO/IL$410K1
271ELEVATION POINT WEALTH PARTNERS, LLC$408K1
272Simmons Bank$404K1
273BRAVE ASSET MANAGEMENT INC$403K1
274OpenArc Corporate Advisory, LLC$398K1
275Vident Advisory, LLC$396K1
276Maryland State Retirement & Pension System$391K1
277Legacy Wealth Asset Management, LLC$390K1
278Asset Management One Co., Ltd.$384K1
279AE Wealth Management LLC$383K1
280Connor, Clark & Lunn Investment Management Ltd.$378K1
281EP Wealth Advisors, LLC$373K1
282Chesley Taft & Associates LLC$369K1
283INCEPTIONR LLC$365K1
284Dundas Partners LLP$363K1
285Cadent Capital Advisors, LLC$361K1
286Capital Group Private Client Services, Inc.$353K1
287Tower Research Capital LLC (TRC)$347K1
288Impact Capital Partners LLC$341K1
289Y.D. More Investments Ltd$340K1
290ProShare Advisors LLC$336K1
291Shay Capital LLC$333K1
292Goelzer Investment Management, Inc.$333K1
293Atria Investments, Inc$329K1
294QRG CAPITAL MANAGEMENT, INC.$322K1
295OCCUDO QUANTITATIVE STRATEGIES LP$311K1
296Argyle Capital Management, LLC$310K1
297InTrack Investment Management Inc$308K1
298Parcion Private Wealth LLC$307K1
299CIBC Asset Management Inc$303K1
300Tyche Wealth Partners LLC$298K1
301Argent Trust Co$298K1
302SHAKER INVESTMENTS LLC/OH$297K1
303Olympiad Research LP$285K1
304DAYMARK WEALTH PARTNERS, LLC$284K1
305PRELUDE CAPITAL MANAGEMENT, LLC$284K1
306SHELTON CAPITAL MANAGEMENT$276K1
307Portside Wealth Group, LLC$274K1
308Bull Harbor Capital LLC$269K1
309Curi Capital, LLC$268K1
310WealthSpring Partners, LLC$260K1
311SkyOak Wealth, LLC$257K1
312Allworth Financial LP$250K1
313Sequoia Financial Advisors, LLC$246K1
314Allegheny Financial Group$246K1
315Wedmont Private Capital$246K1
316North Dakota State Investment Board$246K1
317Advisors Capital Management, LLC$244K1
318Naviter Wealth, LLC$242K1
319Capital Group Investment Management Pte. Ltd.$239K1
320ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$235K1
321CIBC WORLD MARKET INC.$234K1
322Pallas Capital Advisors LLC$233K1
323Sage Capital Management, LLC$231K1
324CPC Advisors, LLC$228K1
325MGO ONE SEVEN LLC$227K1
326OSTERWEIS CAPITAL MANAGEMENT INC$227K1
327Laird Norton Wetherby Trust Company, LLC$223K1
328BEESE FULMER INVESTMENT MANAGEMENT, INC.$222K1
329Krilogy Financial LLC$215K1
330DAVENPORT & Co LLC$214K1
331Kestra Advisory Services, LLC$210K1
332JOURNEY STRATEGIC WEALTH LLC$209K1
333State of Wyoming$206K1
334UNITED CAPITAL FINANCIAL ADVISORS, LLC$204K1
335SIGNATUREFD, LLC$197K1
336BNP Paribas Asset Management Holding S.A.$167K1
337Oakworth Capital, Inc.$153K1
338EXCHANGE TRADED CONCEPTS, LLC$152K1
339Eurizon Capital SGR S.p.A.$117K1
340UMB Bank, n.a.$115K1
341Quarry LP$110K1
342MCGUIRE CAPITAL ADVISORS INC$106K1
343New England Capital Financial Advisors LLC$97.0K1
344Smartleaf Asset Management LLC$91.4K1
345Bayforest Capital Ltd$87.4K1
346Wilmington Savings Fund Society, FSB$85.5K1
347MATHER GROUP, LLC.$79.0K1
348Truvestments Capital LLC$78.6K1
349HUNTINGTON NATIONAL BANK$66.4K1
350Medallion Wealth Advisors, LLC$62.9K1
351TD PRIVATE CLIENT WEALTH LLC$57.3K1
352SALEM INVESTMENT COUNSELORS INC$51.3K1
353JFS WEALTH ADVISORS, LLC$41.6K1
354NOMURA ASSET MANAGEMENT CO LTD$39.3K1
355Blue Trust, Inc.$39.3K1
356ASSETMARK, INC$34.5K1
357FINANCIAL CONSULATE, INC$34.2K1
358Wealth Preservation Advisors, LLC$33.9K1
359GHP Investment Advisors, Inc.$33.7K1
360Measured Wealth Private Client Group, LLC$32.0K1
361Cetera Trust Company, N.A$23.6K1
362Golden State Wealth Management, LLC$21.4K1
363Parkside Financial Bank & Trust$17.3K1
364Spire Wealth Management$16.4K1
365True Wealth Design, LLC$16.1K1
366TOMPKINS FINANCIAL CORP$15.4K1
367Keating Financial Advisory Services, Inc.$15.4K1
368SJS Investment Consulting Inc.$13.7K1
369Pacific Center for Financial Services$13.5K1
370Activest Wealth Management$13.0K1
371WPG Advisers, LLC$12.3K1
372Larson Financial Group LLC$11.3K1
373Avalon Global Asset Management LLC$11.1K1
374Mitsubishi UFJ Asset Management Co., Ltd.$11.1K1
375NEW YORK STATE TEACHERS RETIREMENT SYSTEM$10.7K1
376CVA Family Office, LLC$9.4K1
377DT Investment Partners, LLC$8.9K1
378TD Waterhouse Canada Inc.$8.6K1
379FARMERS & MERCHANTS INVESTMENTS INC$7.4K1
380MidFirst Bank$7.2K1
381VAN ECK ASSOCIATES CORP$7.1K1
382Bell Investment Advisors, Inc$6.3K1
383CENTRAL TRUST Co$6.2K1
384Vermillion Wealth Management, Inc.$4.3K1
385Sachetta, LLC$3.9K1
386Treasurer of the State of North Carolina$3.6K1
387Owl Creek Wealth Partners LLC$3.6K1
388JPL Wealth Management, LLC$3.4K1
389Elequin Capital, LP$3.1K1
390HM PAYSON & CO$2.9K1
391ALBION FINANCIAL GROUP /UT$2.7K1
392THRIVENT FINANCIAL FOR LUTHERANS$2.6K1
393WEBSTER BANK, N. A.$2.1K1
394Pinnacle Wealth Planning Services, Inc.$1.9K1
395Cromwell Holdings LLC$1.7K1
396Sunrise Financial Services, LLC$1.7K1
397Caitong International Asset Management Co., Ltd$1.5K1
398Rialto Wealth Management, LLC$1.5K1
399Transamerica Financial Advisors, LLC$1.2K1
400TEALWOOD ASSET MANAGEMENT INC$1.2K1
401South Dakota Investment Council$1.1K1
402SHP Wealth Management$1.0K1
403Janney Montgomery Scott LLC$9951
404PARK AVENUE SECURITIES LLC$9411
405Prestige Wealth Management Group LLC$8551
406State of Alaska, Department of Revenue$8411
407DekaBank Deutsche Girozentrale$7951
408GSA CAPITAL PARTNERS LLP$7471
409Cambridge Investment Research Advisors, Inc.$6811
410Rakuten Securities, Inc.$5131
411American Capital Advisory, LLC$5131
412Bollard Group LLC$4271
413ALGERT GLOBAL LLC$4001
414DiNuzzo Private Wealth, Inc.$3661
415Quaker Wealth Management, LLC$3421
416HFM Investment Advisors, LLC$3421
417KBC Group NV$2721
418Signature Equity Partners, LLC$1791
419Vestcor Inc$1731
420MV CAPITAL MANAGEMENT, INC.$1711
421TFC Financial Management, Inc.$1711
422ACADIAN ASSET MANAGEMENT LLC$881
423First PREMIER Bank$511
424Capital Advisors, Ltd. LLC$21
425PRINCIPAL SECURITIES, INC.— value not disclosed1
426VANGUARD GROUP INC— value not disclosed1
427DANSKE BANK A/S— value not disclosed1
428HARBOUR INVESTMENTS, INC.— value not disclosed1
429OPPENHEIMER & CO INC— value not disclosed1
430COMERICA BANK— value not disclosed1
431NATIONAL BANK OF CANADA /FI/— value not disclosed1
432GROUP ONE TRADING LLC— value not disclosed1
433VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
434TD ASSET MANAGEMENT INC— value not disclosed1
435CIBC WORLD MARKETS CORP— value not disclosed1
436CHESAPEAKE CAPITAL CORP /IL/— value not disclosed1
437CASTLEARK MANAGEMENT LLC— value not disclosed1
438ADAGE CAPITAL PARTNERS GP, L.L.C.— value not disclosed1
439EVERGREEN CAPITAL MANAGEMENT LLC— value not disclosed1
440CIBC Private Wealth Group LLC— value not disclosed1
441Covenant Partners, LLC— value not disclosed1
442NORGES BANK— value not disclosed1
443CAPSTONE INVESTMENT ADVISORS, LLC— value not disclosed1
444Welch Group, LLC— value not disclosed1
445Alyeska Investment Group, L.P.— value not disclosed1
446HRT FINANCIAL LP— value not disclosed1
447TWO SIGMA ADVISERS, LP— value not disclosed1
448Voleon Capital Management LP— value not disclosed1
449TD Capital Management LLC— value not disclosed1
450Meiji Yasuda Asset Management Co Ltd.— value not disclosed1
451Edgestream Partners, L.P.— value not disclosed1
452VOLORIDGE INVESTMENT MANAGEMENT, LLC— value not disclosed1
453Chicago Partners Investment Group LLC— value not disclosed1
454Camelot Portfolios, LLC— value not disclosed1
455Janney Capital Management LLC— value not disclosed1
456Perigon Wealth Management, LLC— value not disclosed1
457East Coast Asset Management, LLC.— value not disclosed1
458Battery Global Advisors, LLC— value not disclosed1
459Bellecapital International Ltd.— value not disclosed1
460Lighthouse Investment Partners, LLC— value not disclosed1
461HighPoint Advisor Group LLC— value not disclosed1
462NorthRock Partners, LLC— value not disclosed1
463Squarepoint Ops LLC— value not disclosed1
464Coastal Bridge Advisors, LLC— value not disclosed1
465CHOREO, LLC— value not disclosed1
466OneDigital Investment Advisors LLC— value not disclosed1
467FLAGSHIP HARBOR ADVISORS, LLC— value not disclosed1
468Diametric Capital, LP— value not disclosed1
469Verdence Capital Advisors LLC— value not disclosed1
470DV Trading LLC— value not disclosed1
471Bridgefront Capital, LLC— value not disclosed1
472Global Retirement Partners, LLC— value not disclosed1
473MQS Management LLC— value not disclosed1
474Bain Capital Public Equity Management II, LLC— value not disclosed1
475Matrix Trust Co— value not disclosed1
476Avion Wealth— value not disclosed1
477CBIZ Investment Advisory Services, LLC— value not disclosed1
478Jump Financial, LLC— value not disclosed1
479DARK FOREST CAPITAL MANAGEMENT LP— value not disclosed1
480Caerus Investment Advisors, LLC— value not disclosed1
481AlphaQuest LLC— value not disclosed1
482NorthCrest Asset Manangement, LLC— value not disclosed1
483R Squared Ltd— value not disclosed1
484PharVision Advisers, LLC— value not disclosed1
485Forum Financial Management, LP— value not disclosed1
486SageView Advisory Group, LLC— value not disclosed1
487iSAM Funds (UK) Ltd— value not disclosed1
488Dunhill Financial, LLC— value not disclosed1
489Envestnet Portfolio Solutions, Inc.— value not disclosed1
490Diversify Advisory Services, LLC— value not disclosed1
491Fieldview Capital Management, LLC— value not disclosed1
492Wealth Watch Advisors, INC— value not disclosed1
493Taproot Management LP— value not disclosed1
494Pursuit Wealth Management LLC— value not disclosed1
495Fideuram Asset Management (Ireland) dac— value not disclosed1
496EVOLVE PRIVATE WEALTH, LLC— value not disclosed1
497Quattro Advisors LLC— value not disclosed1
498Phillip James Consulting Co.— value not disclosed1
Truncated by Public Filings. Every one of the 424 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 (the full holders view shows them), 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)0 buy / 1 sell
Congress net ($ bound)−$100K to −$50.0K
Filers net (actions)not in build
Filers net ($ 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 CR

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for CR · financials and macro

Financials — as filed PLANNED

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