Public record / Tickers / CRL

CRL — CHARLES RIVER LABORATORIES INTERNATIONAL, INC.†

Both disclosure regimes on one name: who in Congress filed about CRL, 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 CRL
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
06-22
filed 2025-06-22
13F holders
473
top-473 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

Jefferson Shreve · $15.0K–$50.0K

SELL · traded 2025-05-12 → filed 2025-06-22. Ranked over every CRL row by the provable lower bound, never a point estimate.

No member disclosed CRL 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.

3 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

5 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. 5 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CRL · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CRL
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-06-22Jefferson Shreve R–IN-6SELLTraded 05-12 +41d$15K–$50K
2025-06-22Jefferson Shreve R–IN-6BUYTraded 05-08 +45d$15K–$50K
2025-05-31Robert P. Bresnahan, Jr. R–PA-8SELLTraded 05-15 +16d$1K–$15K
2025-05-08Robert P. Bresnahan, Jr. R–PA-8BUYTraded 04-08 +30d$15K–$50K
2025-02-12Julie Johnson D–TX-32BUY JT (jointly owned)Traded 01-15 +28d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 20 ↗

Members active in CRL

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

No member disclosed CRL in the trailing 12 months.

Congress ↔ notable managers · CRL

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

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · CHARLES RIV LABS INTL INC

Merged timeline of congressional filings and notable-manager moves on CRL
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+68,986 sh
2026-05-15Moore Capital Management 13FADD+32,331 sh
2026-05-15Bridgewater Associates 13FTRIM−15,219 sh
2026-05-15Soros Fund Management 13FEXIT−6,778 sh

4 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 CRL for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$666M1
2FMR LLC$596M1
3VANGUARD CAPITAL MANAGEMENT LLC$552M1
4Invesco Ltd.$414M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$396M1
6HARRIS ASSOCIATES L P$371M1
7Allspring Global Investments Holdings, LLC$349M1
8STATE STREET CORP$323M1
9DIMENSIONAL FUND ADVISORS LP$285M1
10WELLINGTON MANAGEMENT GROUP LLP$281M1
11ARIEL INVESTMENTS, LLC$249M1
12CITADEL ADVISORS LLC$209M1
13BANK OF AMERICA CORP /DE/$196M1
14EARNEST PARTNERS LLC$168M1
15MILLENNIUM MANAGEMENT LLC$161M1
16MASSACHUSETTS FINANCIAL SERVICES CO /MA/$159M1
17MORGAN STANLEY$142M1
18Amundi$133M1
19SEI INVESTMENTS CO$131M1
20VICTORY CAPITAL MANAGEMENT INC$128M1
21ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$127M1
22UBS Group AG$126M1
23MACKENZIE FINANCIAL CORP$103M1
24Alyeska Investment Group, L.P.$96.4M1
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC$80.9M1
26BANK OF MONTREAL /CAN/$76.9M1
27NORTHERN TRUST CORP$76.8M1
28Meridiem Capital Partners LP$62.5M1
29Gotham Asset Management, LLC$61.8M1
30ALLIANCEBERNSTEIN L.P.$60.2M1
31VANGUARD FIDUCIARY TRUST CO$47.8M1
32DEUTSCHE BANK AG\$47.5M1
33PRIMECAP MANAGEMENT CO/CA/$46.0M1
34ADAGE CAPITAL PARTNERS GP, L.L.C.$44.2M1
35BARCLAYS PLC$40.5M1
36Quantinno Capital Management LP$39.2M1
37UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$37.8M1
38MACQUARIE GROUP LTD$34.8M1
39Ilex Capital Partners (UK) LLP$33.9M1
40RAYMOND JAMES FINANCIAL INC$33.4M1
41D. E. Shaw & Co., Inc.$33.4M1
42Nuveen, LLC$23.1M1
43FEDERATED HERMES, INC.$22.3M1
44FRANKLIN RESOURCES INC$20.8M1
45Aberdeen Group plc$19.6M1
46Vanguard Global Advisers, LLC$17.9M1
47ROYAL BANK OF CANADA$17.3M1
48Aristotle Capital Boston, LLC$16.8M1
49Swiss National Bank$16.8M1
50Legal & General Group Plc$16.7M1
51PICTON MAHONEY ASSET MANAGEMENT$16.5M1
52Engineers Gate Manager LP$16.2M1
53CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$15.3M1
54Clark Capital Management Group, Inc.$14.9M1
55Candriam S.C.A.$14.9M1
56ENVESTNET ASSET MANAGEMENT INC$14.4M1
57CITIGROUP INC$14.0M1
58WELLS FARGO & COMPANY/MN$13.8M1
59HSBC HOLDINGS PLC$12.0M1
60LAKEWOOD CAPITAL MANAGEMENT, LP$11.9M1
61AQR CAPITAL MANAGEMENT LLC$11.8M1
62Mitsubishi UFJ Asset Management Co., Ltd.$11.0M1
63PRINCIPAL FINANCIAL GROUP INC$9.7M1
64KING LUTHER CAPITAL MANAGEMENT CORP$9.5M1
65Connor, Clark & Lunn Investment Management Ltd.$9.4M1
66OMERS ADMINISTRATION Corp$9.4M1
67PUBLIC SECTOR PENSION INVESTMENT BOARD$9.3M1
68NORDEA INVESTMENT MANAGEMENT AB$9.2M1
69Schonfeld Strategic Advisors LLC$9.1M1
70ASSETMARK, INC$9.0M1
71FRONTIER CAPITAL MANAGEMENT CO LLC$8.3M1
72Universal- Beteiligungs- und Servicegesellschaft mbH$8.2M1
73TORONTO DOMINION BANK$8.1M1
74VANGUARD ASSET MANAGEMENT, Ltd$7.8M1
75Park West Asset Management LLC$7.7M1
76FIL Ltd$7.7M1
77MANUFACTURERS LIFE INSURANCE COMPANY, THE$7.5M1
78MOORE CAPITAL MANAGEMENT, LP$7.5M1
79STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$7.2M1
80CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$7.0M1
81CASTLEARK MANAGEMENT LLC$6.8M1
82STATE OF WISCONSIN INVESTMENT BOARD$6.5M1
83PRUDENTIAL FINANCIAL INC$6.5M1
84J.P. Marvel Investment Advisors, LLC$6.4M1
85Longaeva Partners L.P.$6.3M1
86Walleye Trading LLC$5.5M1
87Midwest Trust Co$4.6M1
88JOHNSON INVESTMENT COUNSEL INC$4.6M1
89CIBC Bancorp USA Inc.$4.6M1
90Sendero Wealth Management, LLC$4.5M1
91LPL Financial LLC$4.5M1
92Rhenman & Partners Asset Management AB$4.5M1
9313D Management LLC$4.5M1
94Chevy Chase Trust Holdings, LLC$4.2M1
95INVESTMENT HOUSE LLC$4.1M1
96LAZARD ASSET MANAGEMENT LLC$3.9M1
97Assenagon Asset Management S.A.$3.8M1
98Janus Henderson Group Ltd.$3.8M1
99TD ASSET MANAGEMENT INC$3.7M1
100TWO SIGMA INVESTMENTS, LP$3.6M1
101OPPENHEIMER ASSET MANAGEMENT INC.$3.4M1
102BANK OF NOVA SCOTIA$3.4M1
103PDT Partners, LLC$3.3M1
104SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.3M1
105Verition Fund Management LLC$3.1M1
106NATIONAL BANK OF CANADA /FI/$3.1M1
107FIFTH THIRD BANCORP$3.1M1
108Corient Private Wealth LLC$3.0M1
109CM Management, LLC$3.0M1
110State of New Jersey Common Pension Fund D$3.0M1
111Zurcher Kantonalbank (Zurich Cantonalbank)$2.9M1
112Creative Planning$2.9M1
113Summit Trail Advisors, LLC$2.9M1
114ExodusPoint Capital Management, LP$2.5M1
115BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2.4M1
116Arizona State Retirement System$2.3M1
117Czech National Bank$2.3M1
118STATE OF MICHIGAN RETIREMENT SYSTEM$2.2M1
119Vanguard Investments Australia, Ltd.$2.2M1
120NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.2M1
121Broyhill Asset Management, LLC$2.2M1
122HORIZON KINETICS ASSET MANAGEMENT LLC$2.1M1
123BALYASNY ASSET MANAGEMENT L.P.$2.1M1
124Hollow Brook Wealth Management LLC$2.1M1
125Vanguard Personalized Indexing Management, LLC$2.0M1
126COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.0M1
127Daiwa Securities Group Inc.$2.0M1
128CIBC Asset Management Inc$1.9M1
129Cardinal Capital Management$1.9M1
130Pictet Asset Management Holding SA$1.8M1
131Retirement Systems of Alabama$1.8M1
132Mirae Asset Global Investments Co., Ltd.$1.7M1
133IRIDIAN ASSET MANAGEMENT LLC/CT$1.7M1
134BNP Paribas Asset Management Holding S.A.$1.7M1
135VOYA INVESTMENT MANAGEMENT LLC$1.7M1
136Avidity Partners Management LP$1.7M1
137Riverwater Partners LLC$1.6M1
138AMERICAN CENTURY COMPANIES INC$1.6M1
139Edgestream Partners, L.P.$1.6M1
140UniSuper Management Pty Ltd$1.5M1
141FIRST TRUST ADVISORS LP$1.5M1
142Caprock Group, LLC$1.5M1
143MAVERICK CAPITAL LTD$1.4M1
144Capital World Investors$1.4M1
145Pathstone Holdings, LLC$1.4M1
146Balefire, LLC$1.4M1
1471492 Capital Management LLC$1.4M1
148ProShare Advisors LLC$1.4M1
149Woodline Partners LP$1.3M1
150Faithward Advisors, LLC$1.3M1
151IMC-Chicago, LLC$1.3M1
152MERCER GLOBAL ADVISORS INC /ADV$1.2M1
153MML INVESTORS SERVICES, LLC$1.2M1
154Cetera Investment Advisers$1.2M1
155Bridgewater Associates, LP$1.2M1
156NEOS Investment Management LLC$1.2M1
157PRINCIPAL SECURITIES, INC.$1.1M1
158TEACHER RETIREMENT SYSTEM OF TEXAS$1.1M1
159ING GROEP NV$1.1M1
160Epoch Investment Partners, Inc.$1.1M1
161US BANCORP \DE\$1.1M1
162CONTRAVISORY INVESTMENT MANAGEMENT, INC.$1.1M1
163Pekin Hardy Strauss, Inc.$1.1M1
164KEYBANK NATIONAL ASSOCIATION/OH$1.1M1
165PANAGORA ASSET MANAGEMENT INC$1.0M1
166Y-Intercept (Hong Kong) Ltd$1.0M1
167Mariner, LLC$996K1
168Brevan Howard Capital Management LP$985K1
169OREGON PUBLIC EMPLOYEES RETIREMENT FUND$974K1
170EXCHANGE TRADED CONCEPTS, LLC$963K1
171Rafferty Asset Management, LLC$949K1
172XPONANCE LLC$922K1
173MITCHELL & PAHL PRIVATE WEALTH, LLC$914K1
174MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$901K1
175GUGGENHEIM CAPITAL LLC$890K1
176COMMONWEALTH EQUITY SERVICES, LLC$875K1
177Tidal Investments LLC$869K1
178CREDIT AGRICOLE S A$821K1
179Cresset Asset Management, LLC$802K1
180COMMERCE BANK$790K1
181BLAIR WILLIAM & CO/IL$789K1
182NOMURA HOLDINGS INC$785K1
183Illinois Municipal Retirement Fund$774K1
184Atria Investments, Inc$728K1
185Ameritas Investment Partners, Inc.$728K1
186Crossmark Global Holdings, Inc.$721K1
187Cerity Partners LLC$705K1
188Northwest & Ethical Investments L.P.$699K1
189Sanctuary Advisors, LLC$697K1
190CWM, LLC$693K1
191CANADA PENSION PLAN INVESTMENT BOARD$690K1
192WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$671K1
193&PARTNERS$661K1
194O'SHAUGHNESSY ASSET MANAGEMENT, LLC$646K1
195STIFEL FINANCIAL CORP$642K1
196TRUIST FINANCIAL CORP$623K1
197HighTower Advisors, LLC$617K1
198XTX Topco Ltd$616K1
199GATEWAY INVESTMENT ADVISERS LLC$609K1
200Vestmark Advisory Solutions, Inc.$609K1
201Purpose Unlimited Inc.$604K1
202Sequoia Financial Advisors, LLC$603K1
203Inscription Capital, LLC$593K1
204UNITED CAPITAL FINANCIAL ADVISORS, LLC$587K1
205NewEdge Advisors, LLC$551K1
206Swiss Life Asset Management Ltd$551K1
207MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$541K1
208Empowered Funds, LLC$541K1
209Federation des caisses Desjardins du Quebec$537K1
210HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$534K1
211Kerrisdale Advisers, LLC$525K1
212Valmark Advisers, Inc.$518K1
213Ensign Peak Advisors, Inc$517K1
214MIZUHO SECURITIES USA LLC$513K1
215Everhart Financial Group, Inc.$501K1
216KESTRA PRIVATE WEALTH SERVICES, LLC$494K1
217Norinchukin Bank, The$485K1
218EXENCIAL WEALTH ADVISORS, LLC$485K1
219Laird Norton Wetherby Trust Company, LLC$484K1
220Global Strategic Investment Solutions, LLC$473K1
221HB Wealth Management, LLC$462K1
222Maryland State Retirement & Pension System$460K1
223Qsemble Capital Management, LP$456K1
224Persistent Asset Partners Ltd$456K1
225QUADRANT CAPITAL GROUP LLC$452K1
226Utah Retirement Systems$445K1
227Blue Trust, Inc.$444K1
228Callan Family Office, LLC$420K1
229Aaron Wealth Advisors LLC$418K1
230PFG Advisors$407K1
231OP Asset Management Ltd$404K1
232Chicago Partners Investment Group LLC$400K1
233M&T BANK CORP$390K1
234Banque Cantonale Vaudoise$389K1
235OSAIC HOLDINGS, INC.$383K1
236CHOREO, LLC$381K1
237BROWN ADVISORY INC$376K1
238Kera Capital Partners, Inc.$374K1
239GROUPAMA ASSET MANAGMENT$366K1
240Brooklyn Investment Group$364K1
241WESCAP Management Group, Inc.$360K1
242JANE STREET GROUP, LLC$351K1
243MUFG Securities EMEA plc$348K1
244E Fund Management Co., Ltd.$346K1
245Walleye Capital LLC$333K1
246QRG CAPITAL MANAGEMENT, INC.$333K1
247MEEDER ASSET MANAGEMENT INC$331K1
248COLDSTREAM CAPITAL MANAGEMENT INC$324K1
249Baird Financial Group, Inc.$323K1
250Asset Management One Co., Ltd.$312K1
251Bryn Mawr Trust Advisors, LLC$312K1
252Prospera Financial Services Inc$312K1
253Wilmington Savings Fund Society, FSB$309K1
254Rockefeller Capital Management L.P.$300K1
255Vise Technologies, Inc.$297K1
256NOMURA ASSET MANAGEMENT CO LTD$297K1
257Moors & Cabot, Inc.$293K1
258CSS LLC/IL$285K1
259EP Wealth Advisors, LLC$285K1
260Compound Planning, Inc.$278K1
261Wealthfront Advisers LLC$278K1
262AlphaCore Capital LLC$275K1
263NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$272K1
264Baker Avenue Asset Management, LP$270K1
265Concurrent Investment Advisors, LLC$269K1
266Procyon Advisors, LLC$265K1
267DRW Securities, LLC$262K1
268Empirical Asset Management, LLC$260K1
269Beverly Hills Private Wealth, LLC$260K1
270Fragasso Financial Advisors Inc$256K1
271Meeder Advisory Services, Inc.$251K1
272HUB Investment Partners, LLC$250K1
273EVERGREEN CAPITAL MANAGEMENT LLC$247K1
274North Dakota State Investment Board$246K1
275Empirical Finance, LLC$243K1
276State of Wyoming$242K1
277Storgate, LLC$241K1
278Marex Group Ltd$236K1
279PATTON FUND MANAGEMENT, INC.$235K1
280SECURIAN ASSET MANAGEMENT, INC$226K1
281Squarepoint Ops LLC$226K1
282SIGNATUREFD, LLC$225K1
283MGO ONE SEVEN LLC$220K1
284Brown Miller Wealth Management, LLC$220K1
285Sumitomo Mitsui DS Asset Management Company, Ltd$219K1
286WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$219K1
287AE Wealth Management LLC$218K1
288PRELUDE CAPITAL MANAGEMENT, LLC$208K1
289Cambridge Advisors Inc.$207K1
290Stratos Wealth Partners, LTD.$202K1
291NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$189K1
292Parkside Financial Bank & Trust$174K1
293ABS Direct Equity Fund LLC$172K1
294Smartleaf Asset Management LLC$166K1
295Tower Research Capital LLC (TRC)$162K1
296Spire Wealth Management$158K1
297Steward Partners Investment Advisory, LLC$130K1
298Arax Advisory Partners$124K1
299Geneos Wealth Management Inc.$121K1
300TEMA ETFS LLC$120K1
301UMB Bank, n.a.$114K1
302Solstein Capital, LLC$104K1
303WESTPAC BANKING CORP$101K1
304Resona Asset Management Co.,Ltd.$93.3K1
305Eurizon Capital SGR S.p.A.$82.8K1
306Groupe la Francaise$78.6K1
307Hilltop National Bank$76.2K1
308SHP Wealth Management$76.2K1
309Allworth Financial LP$68.9K1
310CNB Bank$62.3K1
311Bayforest Capital Ltd$36.2K1
312Atlantic Union Bankshares Corp$34.5K1
313Truvestments Capital LLC$34.5K1
314MAI Capital Management$34.2K1
315Pinnacle Wealth Planning Services, Inc.$33.8K1
316Cromwell Holdings LLC$31.1K1
317PARADIGM ASSET MANAGEMENT CO LLC$30.4K1
318Larson Financial Group LLC$28.7K1
319Activest Wealth Management$28.5K1
320SALEM INVESTMENT COUNSELORS INC$25.0K1
321CVA Family Office, LLC$22.9K1
322NATIXIS ADVISORS, LLC$21.1K1
323True Wealth Design, LLC$20.7K1
324SJS Investment Consulting Inc.$18.1K1
325Asset Dedication, LLC$15.7K1
326Annis Gardner Whiting Capital Advisors, LLC$14.8K1
327MV CAPITAL MANAGEMENT, INC.$13.5K1
328GROUP ONE TRADING LLC$12.9K1
329Vanguard National Trust Co$12.1K1
330Aster Capital Management (DIFC) Ltd$11.3K1
331MATHER GROUP, LLC.$8.8K1
332SWAN Capital LLC$8.1K1
333JONES FINANCIAL COMPANIES LLLP$7.9K1
334TD Waterhouse Canada Inc.$7.9K1
335Financial Freedom, LLC$7.4K1
336Bell Investment Advisors, Inc$6.9K1
337ELEVATION WEALTH PARTNERS, LLC$6.7K1
338Westfuller Advisors, LLC$6.7K1
339Meramec Financial Planners, LLC$6.3K1
340SMA Capital LLC$5.9K1
341S&T BANK/PA$5.7K1
342JFS WEALTH ADVISORS, LLC$5.7K1
343Physician Wealth Advisors, Inc.$5.2K1
344Private Wealth Management Group, LLC$5.2K1
345Prestige Wealth Management Group LLC$5.0K1
346WPG Advisers, LLC$4.7K1
347GHP Investment Advisors, Inc.$4.5K1
348Pacific Center for Financial Services$4.5K1
349AMICA MUTUAL INSURANCE CO$4.0K1
350Clearstead Advisors, LLC$3.8K1
351CENTRAL TRUST Co$3.6K1
352Treasurer of the State of North Carolina$3.6K1
353Clearstead Trust, LLC$3.1K1
354Kingdom Financial Group LLC.$3.1K1
355Grove Bank & Trust$2.9K1
356Transamerica Financial Advisors, LLC$2.9K1
357THRIVENT FINANCIAL FOR LUTHERANS$2.8K1
358MCF Advisors LLC$2.8K1
359Rialto Wealth Management, LLC$2.6K1
360ALGERT GLOBAL LLC$2.5K1
361CANADA LIFE ASSURANCE Co$2.3K1
362SouthState Bank Corp$2.1K1
363Medallion Wealth Advisors, LLC$2.1K1
364Owl Creek Wealth Partners LLC$1.7K1
365Burk Holdings LLC$1.6K1
366SUMMIT SECURITIES GROUP LLC$1.4K1
367Investors Research Corp$1.4K1
368Retirement Wealth Solutions LLC$1.4K1
369BROWN, LISLE/CUMMINGS, INC.$1.2K1
370Marquette Asset Management, LLC$1.2K1
371Johnson Financial Group, Inc.$1.2K1
372Triumph Capital Management$1.2K1
373DiNuzzo Private Wealth, Inc.$1.2K1
374DekaBank Deutsche Girozentrale$1.2K1
375Abound Wealth Management$1.1K1
376Manchester Capital Management LLC$1.0K1
377Synergy Investment Management, LLC$1.0K1
378State of Alaska, Department of Revenue$8291
379Sachetta, LLC$6901
380Clayton Financial Group LLC$6901
381Beacon Financial Strategies CORP$6901
382Vestcor Inc$5741
383Quaker Wealth Management, LLC$5181
384Vermillion Wealth Management, Inc.$5181
385HFM Investment Advisors, LLC$5181
386Clark Wealth Partners$5181
387American Capital Advisory, LLC$3451
388TopTier Wealth Management, LLC$3451
389PARK AVENUE SECURITIES LLC$3171
390KBC Group NV$2741
391Claret Asset Management Corp$2631
392TFC Financial Management, Inc.$1731
393Cassaday & Co Wealth Management LLC$1731
394Kilter Group LLC$1731
395MidFirst Bank$1731
3963 FACTOR INDEXING, LLC$1731
397Key FInancial Inc$1721
398Employees Retirement System of Texas$711
399Smithfield Trust Co$411
400Capital Analysts, LLC$11
401Capital Advisors, Ltd. LLC$01
402Harvest Fund Management Co., Ltd$01
403Avion Wealth$01
404VANGUARD GROUP INC— value not disclosed1
405GLENMEDE TRUST CO NA— value not disclosed1
406FIRST MANHATTAN CO. LLC.— value not disclosed1
407HARBOUR INVESTMENTS, INC.— value not disclosed1
408HOWARD HUGHES MEDICAL INSTITUTE— value not disclosed1
409COMERICA BANK— value not disclosed1
410VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
411SOROS FUND MANAGEMENT LLC— value not disclosed1
412RENAISSANCE TECHNOLOGIES LLC— value not disclosed1
413CIBC WORLD MARKETS CORP— value not disclosed1
414WCM INVESTMENT MANAGEMENT, LLC— value not disclosed1
415LOGAN CAPITAL MANAGEMENT INC— value not disclosed1
416CIBC Private Wealth Group LLC— value not disclosed1
417Empyrean Capital Partners, LP— value not disclosed1
418Magnetar Financial LLC— value not disclosed1
419NORGES BANK— value not disclosed1
420TWO SIGMA ADVISERS, LP— value not disclosed1
421Sio Capital Management, LLC— value not disclosed1
422SIMPLEX TRADING, LLC— value not disclosed1
423LANDSCAPE CAPITAL MANAGEMENT, L.L.C.— value not disclosed1
424Focus Partners Wealth— value not disclosed1
425Eos Management, L.P.— value not disclosed1
426BOOTHBAY FUND MANAGEMENT, LLC— value not disclosed1
427SUVRETTA CAPITAL MANAGEMENT, LLC— value not disclosed1
428Metis Global Partners, LLC— value not disclosed1
429Lighthouse Investment Partners, LLC— value not disclosed1
430Point72 Asset Management, L.P.— value not disclosed1
431WINTON GROUP Ltd— value not disclosed1
432Man Group plc— value not disclosed1
433Versor Investments LP— value not disclosed1
434Quadrature Capital Ltd— value not disclosed1
435Oribel Capital Management, LP— value not disclosed1
436Oliver Luxxe Assets LLC— value not disclosed1
437Intrinsic Edge Capital Management LLC— value not disclosed1
438Legacy Bridge, LLC— value not disclosed1
439Qube Research & Technologies Ltd— value not disclosed1
440Global Retirement Partners, LLC— value not disclosed1
441Cynosure Group, LLC— value not disclosed1
442Apollon Wealth Management, LLC— value not disclosed1
443Integral Health Asset Management, LLC— value not disclosed1
444Iron Triangle Partners LP— value not disclosed1
445CERTUITY, LLC— value not disclosed1
446Veracity Capital LLC— value not disclosed1
447Kestra Advisory Services, LLC— value not disclosed1
448Sage Mountain Advisors LLC— value not disclosed1
449F/m Investments LLC— value not disclosed1
450DV EQUITIES, LLC— value not disclosed1
451Interchange Capital Partners, LLC— value not disclosed1
452Optiver Holding B.V.— value not disclosed1
453NewEdge Wealth, LLC— value not disclosed1
454CenterBook Partners LP— value not disclosed1
455Delos Wealth Advisors, LLC— value not disclosed1
456AlphaQuest LLC— value not disclosed1
457Forum Financial Management, LP— value not disclosed1
458SageView Advisory Group, LLC— value not disclosed1
459Cape Investment Advisory, Inc.— value not disclosed1
460Dunhill Financial, LLC— value not disclosed1
461Vinva Investment Management Ltd— value not disclosed1
462Frazier Financial Advisors, LLC— value not disclosed1
463Turtle Creek Wealth Advisors, LLC— value not disclosed1
464Abel Hall, LLC— value not disclosed1
465Mowery & Schoenfeld Wealth Management, LLC— value not disclosed1
466Arrowpoint Investment Partners (Singapore) Pte. Ltd.— value not disclosed1
467Quest 10 Wealth Builders, Inc.— value not disclosed1
468Wealth Watch Advisors, INC— value not disclosed1
469REAP Financial Group, LLC— value not disclosed1
470SummitTX Capital, L.P.— value not disclosed1
471Rakuten Investment Management, Inc.— value not disclosed1
472VARCOV Co.— value not disclosed1
473Fideuram Asset Management (Ireland) dac— value not disclosed1
Truncated by Public Filings. Every one of the 403 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)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 CRL

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for CRL · financials and macro

Financials — as filed PLANNED

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