Public record / Tickers / DCI

DCI — DONALDSON Co INC†

Both disclosure regimes on one name: who in Congress filed about DCI, 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
6
all PTR rows naming DCI
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
02-16
filed 2022-02-16
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

Mike Gallagher · $15.0K–$50.0K

SELL · traded 2020-01-31 → filed 2020-02-08. Ranked over every DCI row by the provable lower bound, never a point estimate.

No member disclosed DCI 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 DCI 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 DCI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning DCI
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2022-02-16Lois Frankel D–FL-22SELLTraded 01-11 +36d$1K–$15K
2021-11-18Kim Schrier D–WA-8SELL JT (jointly owned)Traded 10-28 +21d$1K–$15K
2020-03-23Lois Frankel D–FL-22BUYTraded 03-06 +17d$1K–$15K
2020-02-08Mike Gallagher R–WI-8SELL SP (spouse-owned)Traded 01-31 +8d$15K–$50K
2020-02-08Mike Gallagher R–WI-8SELL SP (spouse-owned)Traded 01-13 +26d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 6 ↗

Members active in DCI

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

No member disclosed DCI in the trailing 12 months.

Congress ↔ notable managers · DCI

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

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

Merged timeline of congressional filings and notable-manager moves on DCI
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FTRIM−16,225 sh
2026-05-15Bridgewater Associates 13FEXIT−6,558 sh

2 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 DCI for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$952M1
2STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$776M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$553M1
4VANGUARD CAPITAL MANAGEMENT LLC$440M1
5STATE STREET CORP$405M1
6FMR LLC$325M1
7GEODE CAPITAL MANAGEMENT, LLC$283M1
8MORGAN STANLEY$205M1
9Invesco Ltd.$195M1
10FULLER & THALER ASSET MANAGEMENT, INC.$179M1
11DIMENSIONAL FUND ADVISORS LP$169M1
12Pictet Asset Management Holding SA$153M1
13AMERICAN CENTURY COMPANIES INC$140M1
14WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$137M1
15FIDUCIARY MANAGEMENT INC /WI/$121M1
16Bank of New York Mellon Corp$104M1
17NORTHERN TRUST CORP$98.1M1
18FIRST TRUST ADVISORS LP$87.6M1
19Allspring Global Investments Holdings, LLC$77.3M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$69.3M1
21TWO SIGMA INVESTMENTS, LP$66.1M1
22AQR CAPITAL MANAGEMENT LLC$61.7M1
23VANGUARD FIDUCIARY TRUST CO$60.8M1
24VICTORY CAPITAL MANAGEMENT INC$58.6M1
25TD ASSET MANAGEMENT INC$58.3M1
26MASSACHUSETTS FINANCIAL SERVICES CO /MA/$56.2M1
27Epoch Investment Partners, Inc.$52.7M1
28UBS Group AG$51.6M1
29WELLS FARGO & COMPANY/MN$50.6M1
30Swedbank AB$45.4M1
31Quantinno Capital Management LP$43.2M1
32MAIRS & POWER INC$42.4M1
33ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$39.9M1
34Janus Henderson Group Ltd.$38.2M1
35BANK OF AMERICA CORP /DE/$37.5M1
36Robeco Institutional Asset Management B.V.$33.9M1
37HighTower Advisors, LLC$31.3M1
38UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$30.6M1
39Carnegie Investment Counsel$29.6M1
40Gotham Asset Management, LLC$26.3M1
41Arbejdsmarkedets Tillaegspension$24.9M1
42SG Capital Management LLC$24.8M1
43DUDLEY & SHANLEY, INC.$22.9M1
44RAYMOND JAMES FINANCIAL INC$22.7M1
45CONFLUENCE INVESTMENT MANAGEMENT LLC$22.6M1
46CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$22.2M1
47PRINCIPAL FINANCIAL GROUP INC$21.9M1
48ProShare Advisors LLC$21.6M1
49SEI INVESTMENTS CO$20.5M1
50US BANCORP \DE\$19.8M1
51Ceredex Value Advisors LLC$19.5M1
52Swiss National Bank$19.4M1
53ALPS ADVISORS INC$18.9M1
54Nuveen, LLC$18.6M1
55Retirement Systems of Alabama$17.6M1
56CITADEL ADVISORS LLC$16.7M1
57WCM INVESTMENT MANAGEMENT, LLC$15.9M1
58MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$15.4M1
59WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$15.0M1
60ROYAL BANK OF CANADA$13.8M1
61Point72 Asset Management, L.P.$13.7M1
62Legal & General Group Plc$13.6M1
63ENVESTNET ASSET MANAGEMENT INC$13.4M1
64ALLIANCEBERNSTEIN L.P.$13.3M1
65FRANKLIN RESOURCES INC$13.0M1
66STIFEL FINANCIAL CORP$12.2M1
67AMERIPRISE FINANCIAL INC$11.9M1
68BARCLAYS PLC$11.3M1
69HEARTLAND ADVISORS INC$11.3M1
70CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$10.5M1
71SEIZERT CAPITAL PARTNERS, LLC$10.4M1
72STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$10.4M1
73DANSKE BANK A/S$8.7M1
74VANGUARD ASSET MANAGEMENT, Ltd$8.7M1
75TEACHER RETIREMENT SYSTEM OF TEXAS$8.7M1
76Mariner, LLC$8.6M1
77BLAIR WILLIAM & CO/IL$8.5M1
78BNP Paribas Asset Management Holding S.A.$8.3M1
79MILLENNIUM MANAGEMENT LLC$8.1M1
80VOYA INVESTMENT MANAGEMENT LLC$8.0M1
81Covea Finance$7.4M1
82SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$7.4M1
831832 Asset Management L.P.$7.3M1
84Y-Intercept (Hong Kong) Ltd$7.2M1
85Palisade Asset Management, LLC$7.2M1
86First Nebraska Trust Co$6.9M1
87MANUFACTURERS LIFE INSURANCE COMPANY, THE$6.8M1
88WATERS PARKERSON & CO., LLC$6.7M1
89BENJAMIN EDWARDS INC$6.3M1
90NEW YORK STATE COMMON RETIREMENT FUND$6.2M1
91Mitsubishi UFJ Trust & Banking Corp$6.0M1
92Radnor Capital Management, LLC$5.9M1
93Tidal Investments LLC$5.9M1
94SFE Investment Counsel$5.6M1
95Connor, Clark & Lunn Investment Management Ltd.$5.4M1
96Universal- Beteiligungs- und Servicegesellschaft mbH$5.3M1
97Corient Private Wealth LLC$5.1M1
98STATE OF WISCONSIN INVESTMENT BOARD$5.0M1
99Marks Group Wealth Management, Inc$5.0M1
100GHP Investment Advisors, Inc.$5.0M1
101HSBC HOLDINGS PLC$4.9M1
102Ameritas Investment Partners, Inc.$4.9M1
103MetLife Investment Management, LLC$4.8M1
104Creative Planning$4.8M1
105LPL Financial LLC$4.7M1
106Willis Investment Counsel$4.7M1
107Aptus Capital Advisors, LLC$4.6M1
108Illinois Municipal Retirement Fund$4.4M1
109Curi Capital, LLC$4.3M1
110Focus Partners Wealth$4.3M1
111Vanguard Global Advisers, LLC$4.2M1
112PALISADE CAPITAL MANAGEMENT, LP$4.0M1
113REGIONS FINANCIAL CORP$4.0M1
114Advisors Capital Management, LLC$3.9M1
115Zurcher Kantonalbank (Zurich Cantonalbank)$3.8M1
116MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.8M1
117Callan Family Office, LLC$3.7M1
118SCHRODER INVESTMENT MANAGEMENT GROUP$3.7M1
119Zurich Insurance Group Ltd/FI$3.7M1
120Vest Financial, LLC$3.7M1
121BROWN ADVISORY INC$3.7M1
122PDT Partners, LLC$3.6M1
123BAHL & GAYNOR INC$3.5M1
124Arjuna Capital$3.5M1
125PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$3.5M1
126Rothschild Capital Partners, LLC$3.5M1
127Private Advisor Group, LLC$3.5M1
128Kestra Advisory Services, LLC$3.5M1
129KLP KAPITALFORVALTNING AS$3.4M1
130Summit Trail Advisors, LLC$3.3M1
131FIFTH THIRD BANCORP$3.3M1
132NATIXIS$3.3M1
133JOHNSON INVESTMENT COUNSEL INC$3.2M1
134NICHOLAS COMPANY, INC.$3.2M1
135Allianz Asset Management GmbH$3.1M1
136Atom Investors LP$3.1M1
137KEYBANK NATIONAL ASSOCIATION/OH$3.0M1
138YOUSIF CAPITAL MANAGEMENT, LLC$3.0M1
139NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$3.0M1
140O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.0M1
141Ethic Inc.$3.0M1
142Baird Financial Group, Inc.$2.9M1
143Meiji Yasuda Asset Management Co Ltd.$2.9M1
144State of New Jersey Common Pension Fund D$2.9M1
145CITIGROUP INC$2.8M1
146Dorsey & Whitney Trust CO LLC$2.8M1
147Arizona State Retirement System$2.7M1
148OCCUDO QUANTITATIVE STRATEGIES LP$2.7M1
149CIBC Bancorp USA Inc.$2.7M1
150B. Metzler seel. Sohn & Co. AG$2.6M1
151Great Waters Wealth Management$2.6M1
152PRUDENTIAL FINANCIAL INC$2.6M1
153Focus Financial Network, Inc.$2.5M1
154Berger Financial Group, Inc$2.5M1
155Vanguard Investments Australia, Ltd.$2.5M1
156COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.5M1
157Orion Porfolio Solutions, LLC$2.4M1
158STATE OF MICHIGAN RETIREMENT SYSTEM$2.4M1
159Holocene Advisors, LP$2.3M1
160SCHARF INVESTMENTS, LLC$2.3M1
161NOMURA ASSET MANAGEMENT CO LTD$2.3M1
162NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.2M1
163VOLORIDGE INVESTMENT MANAGEMENT, LLC$2.2M1
164Values First Advisors, Inc.$2.1M1
165Cetera Investment Advisers$2.1M1
166ICW Investment Advisors LLC$2.1M1
167ROMANO BROTHERS AND COMPANY$2.0M1
168NAPLES GLOBAL ADVISORS, LLC$2.0M1
169OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.0M1
170Squarepoint Ops LLC$2.0M1
171&PARTNERS$2.0M1
172JENSEN INVESTMENT MANAGEMENT INC$2.0M1
173COMMERCE BANK$1.9M1
174Edgestream Partners, L.P.$1.9M1
175Elo Mutual Pension Insurance Co$1.9M1
176Pathstone Holdings, LLC$1.9M1
177AMG National Trust Bank$1.8M1
178HANCOCK WHITNEY CORP$1.8M1
179Aurora Investment Counsel$1.7M1
180DEUTSCHE BANK AG\$1.7M1
181DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$1.7M1
182NewEdge Wealth, LLC$1.7M1
183MERCER GLOBAL ADVISORS INC /ADV$1.6M1
184DIVERSIFIED MANAGEMENT INC$1.6M1
185Utah Retirement Systems$1.6M1
186Vestmark Advisory Solutions, Inc.$1.6M1
187JGP Wealth Management, LLC$1.6M1
188BARTLETT & CO. WEALTH MANAGEMENT LLC$1.6M1
189Hills Bank & Trust Co$1.5M1
190Cerity Partners LLC$1.5M1
191New Age Alpha Advisors, LLC$1.5M1
192BURNEY CO/$1.5M1
193NISA INVESTMENT ADVISORS, LLC$1.4M1
194Savant Capital, LLC$1.4M1
195INTECH INVESTMENT MANAGEMENT LLC$1.4M1
196Inscription Capital, LLC$1.4M1
197Hollow Brook Wealth Management LLC$1.4M1
198Apollon Wealth Management, LLC$1.3M1
199Genus Capital Management Inc.$1.3M1
200Man Group plc$1.3M1
201Brevan Howard Capital Management LP$1.3M1
202Sequoia Financial Advisors, LLC$1.3M1
203EVERGREEN CAPITAL MANAGEMENT LLC$1.2M1
204BANK OF MONTREAL /CAN/$1.2M1
205EADS & HEALD WEALTH MANAGEMENT$1.2M1
206NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.2M1
207XPONANCE LLC$1.2M1
208Quantbot Technologies LP$1.2M1
209PineStone Asset Management Inc.$1.2M1
210Atria Investments, Inc$1.2M1
211Granite Investment Partners, LLC$1.2M1
212Granite Bay Wealth Management, LLC$1.2M1
213Hillsdale Investment Management Inc.$1.2M1
214Chevy Chase Trust Holdings, LLC$1.1M1
215M&T BANK CORP$1.1M1
216LEAVELL INVESTMENT MANAGEMENT, INC.$1.1M1
217Vanguard Personalized Indexing Management, LLC$1.1M1
218Caprock Group, LLC$1.1M1
219COMMONWEALTH EQUITY SERVICES, LLC$1.0M1
220FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$1.0M1
221Inspire Advisors, LLC$969K1
222STUDIO INVESTMENT MANAGEMENT LLC$955K1
223Empowered Funds, LLC$951K1
224OSAIC HOLDINGS, INC.$935K1
225CWM, LLC$918K1
226BOOTHBAY FUND MANAGEMENT, LLC$914K1
227State of Wyoming$882K1
228NICOLET BANKSHARES INC$877K1
229Chicago Partners Investment Group LLC$869K1
230Aaron Wealth Advisors LLC$836K1
231Freestone Grove Partners LP$827K1
232RENAISSANCE GROUP LLC$822K1
233Dynamic Advisor Solutions LLC$818K1
234Lido Advisors, LLC$804K1
235INVESTMENT HOUSE LLC$798K1
236Sendero Wealth Management, LLC$797K1
237Diversified Trust Co$786K1
238FEDERATED HERMES, INC.$783K1
239MACKENZIE FINANCIAL CORP$782K1
240Inspire Investing, LLC$781K1
241Sylvest Advisors, LLC$780K1
242Cresset Asset Management, LLC$761K1
243Ironwood Investment Counsel, LLC$749K1
244RITHOLTZ WEALTH MANAGEMENT$743K1
245Crossmark Global Holdings, Inc.$729K1
246Sanctuary Advisors, LLC$720K1
247SECURIAN ASSET MANAGEMENT, INC$716K1
248Verdence Capital Advisors LLC$703K1
249Quadrature Capital Ltd$701K1
250LAZARD ASSET MANAGEMENT LLC$694K1
251Morningstar Investment Management LLC$686K1
252Glenview Trust Co$684K1
253PANAGORA ASSET MANAGEMENT INC$670K1
254Federation des caisses Desjardins du Quebec$640K1
255Livforsakringsbolaget Skandia, Omsesidigt$636K1
256Gallagher Fiduciary Advisors, LLC$624K1
257TRUIST FINANCIAL CORP$623K1
258Swiss Life Asset Management Ltd$620K1
259Wealthspire Advisors, LLC$608K1
260INTEGRITY ALLIANCE, LLC.$581K1
261Ballentine Partners, LLC$571K1
262Cornerstone Wealth Management, LLC$567K1
263Kera Capital Partners, Inc.$560K1
264NORTH STAR ASSET MANAGEMENT INC$559K1
265D. E. Shaw & Co., Inc.$552K1
266Amundi$541K1
267Ensign Peak Advisors, Inc$540K1
268Vident Advisory, LLC$520K1
269Aristotle Capital Management, LLC$509K1
270Eurizon Capital SGR S.p.A.$506K1
271FIRST NATIONAL BANK OF OMAHA$501K1
272DnB Asset Management AS$500K1
273Steward Partners Investment Advisory, LLC$491K1
274CI INVESTMENTS INC.$482K1
275Polymer Capital Management (US) LLC$478K1
276Maryland State Retirement & Pension System$476K1
277QUADRANT CAPITAL GROUP LLC$474K1
278WELCH & FORBES LLC$458K1
279PIER 88 INVESTMENT PARTNERS LLC$458K1
280Azimuth Capital Investment Management LLC$454K1
281JANE STREET GROUP, LLC$444K1
282Hennion & Walsh Asset Management, Inc.$434K1
283Curated Wealth Partners LLC$430K1
284Affiance Financial, LLC$429K1
285MQS Management LLC$427K1
286FORA Capital, LLC$427K1
287GREAT VALLEY ADVISOR GROUP, INC.$425K1
288ROBERTS GLORE & CO INC /IL/$425K1
289PARSONS CAPITAL MANAGEMENT INC/RI$420K1
290Impact Capital Partners LLC$419K1
291One Wealth Advisors, LLC$411K1
292FIRST INTERSTATE BANK$407K1
293Concurrent Investment Advisors, LLC$402K1
294EASTERN BANK$397K1
295Hardworking Capital Advisors, LLC$391K1
296PERKINS CAPITAL MANAGEMENT INC$390K1
297Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$386K1
298Schonfeld Strategic Advisors LLC$386K1
299Vise Technologies, Inc.$382K1
300Laird Norton Wetherby Trust Company, LLC$381K1
301D.A. DAVIDSON & CO.$376K1
302ExodusPoint Capital Management, LP$373K1
303Ausdal Financial Partners, Inc.$371K1
304Tower Research Capital LLC (TRC)$370K1
305Accredited Investors Inc.$368K1
306DIVERSIFY WEALTH MANAGEMENT, LLC$360K1
307SOMERVILLE KURT F$350K1
308True North Advisors, LLC$342K1
309Baker Avenue Asset Management, LP$336K1
310HUB Investment Partners, LLC$332K1
311denkapparat Operations GmbH$330K1
312Sterling Capital Management LLC$327K1
313CIBC Asset Management Inc$324K1
314COLDSTREAM CAPITAL MANAGEMENT INC$319K1
315SHELTON CAPITAL MANAGEMENT$318K1
316CHILDRESS CAPITAL ADVISORS, LLC$315K1
317Optas, LLC$315K1
318PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$312K1
319Beacon Pointe Advisors, LLC$310K1
320Perigon Wealth Management, LLC$304K1
321Brooklyn Investment Group$304K1
322HB Wealth Management, LLC$297K1
323Advisory Advocates, LLC$296K1
324Leeward Financial Partners, LLC$296K1
325MITCHELL SINKLER & STARR/PA$294K1
326World Investment Advisors$289K1
327North Dakota State Investment Board$288K1
328SUMMITRY LLC$286K1
329Merit Financial Group, LLC$285K1
330M. Kraus & Co$280K1
331MGO ONE SEVEN LLC$279K1
332PEAK6 LLC$277K1
333Sumitomo Mitsui DS Asset Management Company, Ltd$275K1
334First Eagle Investment Management, LLC$272K1
335Penobscot Investment Management Company, Inc.$272K1
336Savvy Advisors, Inc.$271K1
337CHOREO, LLC$263K1
338SNS Financial Group, LLC$263K1
339Legend Financial Advisors, Inc.$262K1
340Riverwater Partners LLC$260K1
341Magnetar Financial LLC$259K1
342WASHINGTON TRUST BANK$255K1
343Hemenway Trust Co LLC$255K1
344PLIMOTH TRUST CO LLC$255K1
345Ashton Thomas Private Wealth, LLC$253K1
346Ramirez Asset Management, Inc.$251K1
347Arax Advisory Partners$251K1
348Portside Wealth Group, LLC$251K1
349Blue Trust, Inc.$248K1
350Essex Financial Services, Inc.$246K1
3511900 WEALTH MANAGEMENT LLC$245K1
352NORTHEAST INVESTMENT MANAGEMENT$243K1
353MONETA GROUP INVESTMENT ADVISORS LLC$239K1
354ARMSTRONG HENRY H ASSOCIATES INC$238K1
355Tannin Capital LLC$237K1
356Financial Planning Hawaii, Inc.$237K1
357TOCQUEVILLE ASSET MANAGEMENT L.P.$236K1
358Pallas Capital Advisors LLC$230K1
359CHICAGO TRUST Co NA$230K1
360OneDigital Investment Advisors LLC$227K1
361KFA Private Wealth Group, LLC$226K1
362Meeder Advisory Services, Inc.$223K1
363Faithward Advisors, LLC$223K1
364PROFUND ADVISORS LLC$223K1
365FLORIDA FINANCIAL ADVISORS, LLC$221K1
366Gallacher Capital Management LLC$218K1
367GUGGENHEIM CAPITAL LLC$218K1
368Kathmere Capital Management, LLC$217K1
369Stirlingshire Investments, Inc.$214K1
370Frec Markets, Inc.$213K1
371GREAT LAKES ADVISORS, LLC$212K1
372Advyzon Investment Management, LLC$211K1
373Manchester Capital Management LLC$208K1
374NorthRock Partners, LLC$206K1
375Valtinson Bruner Financial Planning LLC$206K1
376EXCHANGE TRADED CONCEPTS, LLC$204K1
377COMPASS CAPITAL MANAGEMENT, INC$202K1
378Wealthspire Retirement, LLC$201K1
379STEINBERGANNA WEALTH MANAGEMENT$201K1
380Parkside Financial Bank & Trust$180K1
381Smartleaf Asset Management LLC$172K1
382NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$170K1
383MidFirst Bank$168K1
384Rockefeller Capital Management L.P.$164K1
385Keating Financial Advisory Services, Inc.$162K1
386Twin Tree Management, LP$161K1
387Bangor Savings Bank$129K1
388SIGNATUREFD, LLC$127K1
389Kentucky Trust Co$121K1
390CENTRAL TRUST Co$114K1
391UMB Bank, n.a.$106K1
392Bank of New Hampshire$99.6K1
393Pacific Center for Financial Services$84.9K1
394SOUTHERN MICHIGAN BANK & TRUST$70.4K1
395Gleason Group, Inc.$68.6K1
396Geneos Wealth Management Inc.$67.9K1
397Sachetta, LLC$64.8K1
398USA FINANCIAL FORMULAS$61.0K1
399Advisors Asset Management, Inc.$57.6K1
400NATIONAL BANK OF CANADA /FI/$43.1K1
401Opal Wealth Advisors, LLC$42.6K1
402Battery Global Advisors, LLC$40.6K1
403Ritter Daniher Financial Advisory LLC / DE$40.4K1
404WEBSTER BANK, N. A.$39.7K1
405ACADIAN ASSET MANAGEMENT LLC$39.1K1
406MAI Capital Management$34.3K1
407Leonteq Securities AG$33.1K1
408SJS Investment Consulting Inc.$33.0K1
409Asset Dedication, LLC$32.0K1
410Pflug Koory, LLC$30.6K1
411True Wealth Design, LLC$27.8K1
412Allworth Financial LP$27.1K1
413Dogwood Wealth Management LLC$19.9K1
414Millstone Evans Group, LLC$18.0K1
415Walleye Capital LLC$17.2K1
416Destiny Wealth Partners, LLC$17.0K1
417HM PAYSON & CO$16.3K1
418Basecamp Wealth Advisors LLC$15.3K1
419Private Wealth Management Group, LLC$15.2K1
420Signature Equity Partners, LLC$15.0K1
421VAN ECK ASSOCIATES CORP$13.8K1
422DekaBank Deutsche Girozentrale$13.1K1
423TRUST CO OF TOLEDO NA /OH/$12.3K1
424JFS WEALTH ADVISORS, LLC$12.0K1
425Owl Creek Wealth Partners LLC$11.5K1
426MATHER GROUP, LLC.$11.1K1
427ASSETMARK, INC$11.0K1
428Larson Financial Group LLC$10.4K1
429Mitsubishi UFJ Asset Management Co., Ltd.$10.2K1
430State of Alaska, Department of Revenue$10.2K1
431NEW YORK STATE TEACHERS RETIREMENT SYSTEM$10.0K1
432JNBA Financial Advisors$9.5K1
433Clearstead Trust, LLC$9.3K1
434FARMERS & MERCHANTS INVESTMENTS INC$8.6K1
435Nvest Wealth Strategies, Inc.$8.5K1
436Community Financial Services Group, LLC$7.7K1
437Mowery & Schoenfeld Wealth Management, LLC$7.6K1
438Atlantic Union Bankshares Corp$7.6K1
439ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$7.2K1
440CANADA LIFE ASSURANCE Co$7.0K1
441Wealth Enhancement Trust Services, Inc.$7.0K1
442TopTier Wealth Management, LLC$7.0K1
443TD Waterhouse Canada Inc.$6.5K1
444Physician Wealth Advisors, Inc.$5.6K1
445Transamerica Financial Advisors, LLC$5.3K1
446Pinnacle Wealth Planning Services, Inc.$4.9K1
447CVA Family Office, LLC$4.8K1
448AMALGAMATED BANK$4.5K1
449THRIVENT FINANCIAL FOR LUTHERANS$4.4K1
450Grove Bank & Trust$4.2K1
451Treasurer of the State of North Carolina$4.2K1
452Altshuler Shaham Ltd$3.9K1
453Truvestments Capital LLC$3.9K1
454Intentional Wealth Strategies, LLC$3.9K1
455ARMSTRONG ADVISORY GROUP, INC$3.4K1
456TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$3.1K1
457Clearstead Advisors, LLC$3.0K1
458NATIXIS ADVISORS, LLC$2.6K1
459Salomon & Ludwin, LLC$2.5K1
460Marquette Asset Management, LLC$2.0K1
461DiNuzzo Private Wealth, Inc.$2.0K1
462Valued Wealth Advisors LLC$1.9K1
463Rialto Wealth Management, LLC$1.9K1
464Bell Investment Advisors, Inc$1.8K1
465TFC Financial Management, Inc.$1.7K1
466FINANCIAL CONSULATE, INC$1.7K1
467ELEVATION WEALTH PARTNERS, LLC$1.6K1
468Cromwell Holdings LLC$1.5K1
469SouthState Bank Corp$1.4K1
470Kilter Group LLC$1.3K1
471ALGERT GLOBAL LLC$1.2K1
472SBI Securities Co., Ltd.$1.1K1
473WEDBUSH SECURITIES INC$1.1K1
474Quaker Wealth Management, LLC$9341
475Frazier Financial Advisors, LLC$7641
476American Capital Advisory, LLC$7641
477PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$7501
478Vermillion Wealth Management, Inc.$5941
479HFM Investment Advisors, LLC$5941
480Sunrise Financial Services, LLC$5091
481CX Institutional$4541
482SHP Wealth Management$4241
483Caitong International Asset Management Co., Ltd$4241
484KBC Group NV$3091
485Vestcor Inc$2841
486Activest Wealth Management$851
487Employees Retirement System of Texas$831
488Capital Advisors, Ltd. LLC$51
489Capital Analysts, LLC$31
490Avion Wealth$11
491VANGUARD GROUP INC— value not disclosed1
492MML INVESTORS SERVICES, LLC— value not disclosed1
493STEPHENS INC /AR/— value not disclosed1
494HARBOUR INVESTMENTS, INC.— value not disclosed1
495COMERICA BANK— value not disclosed1
496CIBC WORLD MARKETS CORP— value not disclosed1
497TRUST CO OF VERMONT— value not disclosed1
498HARVEY INVESTMENT CO LLC— value not disclosed1
499BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
500SILVERCREST ASSET MANAGEMENT GROUP LLC— value not disclosed1
Truncated by Public Filings. Every one of the 490 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 DCI

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for DCI · financials and macro

Financials — as filed PLANNED

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