Public record / Tickers / DOCS

DOCS — Doximity, Inc.†

Both disclosure regimes on one name: who in Congress filed about DOCS, 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
2
all PTR rows naming DOCS
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
12-05
filed 2025-12-05
13F holders
394
top-394 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

Jonathan L. Jackson · $15.0K–$50.0K

SELL · traded 2025-11-06 → filed 2025-12-05. Ranked over every DOCS 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.

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

2 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. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING DOCS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning DOCS
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-12-05Jonathan L. Jackson D–IL-1SELL JT (jointly owned)Traded 11-06 +29d$15K–$50K
2025-09-23Jonathan L. Jackson D–IL-1BUY JT (jointly owned)Traded 08-25 +29d$15K–$50K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 2 ↗

Members active in DOCS

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing DOCS 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.
Jonathan L. Jackson D–IL-11−$50.0K to −$15.0K2

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

Congress ↔ notable managers · DOCS

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

Trimming
1 Fundsmith $16.1M held

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

Merged timeline of congressional filings and notable-manager moves on DOCS
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+943,906 sh
2026-05-15Bridgewater Associates 13FADD+97,430 sh
2026-05-15Fundsmith 13FTRIM−958,216 sh
2026-05-14Caxton Associates 13FNEW+77,650 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

Top institutional holders of DOCS for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$332M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$149M1
3VANGUARD CAPITAL MANAGEMENT LLC$134M1
4Clearbridge Investments, LLC$116M1
5WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$113M1
6Carmignac Gestion$100M1
7STATE STREET CORP$94.1M1
8RENAISSANCE TECHNOLOGIES LLC$71.3M1
9DEUTSCHE BANK AG\$68.1M1
10D. E. Shaw & Co., Inc.$67.6M1
11WELLINGTON MANAGEMENT GROUP LLP$58.6M1
12Walleye Capital LLC$57.1M1
13Capital World Investors$56.6M1
14MORGAN STANLEY$51.1M1
15FEDERATED HERMES, INC.$47.5M1
16UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$42.7M1
17AQR CAPITAL MANAGEMENT LLC$36.1M1
18Invesco Ltd.$35.0M1
19DIMENSIONAL FUND ADVISORS LP$32.0M1
20TWO SIGMA INVESTMENTS, LP$31.9M1
21Gotham Asset Management, LLC$30.4M1
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC$29.3M1
23NORTHERN TRUST CORP$27.4M1
24BANK OF AMERICA CORP /DE/$26.6M1
25Swedbank AB$23.5M1
26ALLIANCEBERNSTEIN L.P.$21.2M1
27Qube Research & Technologies Ltd$21.2M1
28VANGUARD FIDUCIARY TRUST CO$19.7M1
29CITIGROUP INC$19.5M1
30FMR LLC$19.4M1
31Squarepoint Ops LLC$18.1M1
32CITADEL ADVISORS LLC$17.8M1
33Fundsmith LLP$16.1M1
34RAYMOND JAMES FINANCIAL INC$15.9M1
35UBS Group AG$15.2M1
36Amundi$13.3M1
37Wilmington Savings Fund Society, FSB$13.2M1
38Nuveen, LLC$12.0M1
39BALYASNY ASSET MANAGEMENT L.P.$11.9M1
40MILLENNIUM MANAGEMENT LLC$10.5M1
41Swiss Life Asset Management Ltd$10.3M1
42BANK OF NOVA SCOTIA$10.1M1
43RICE HALL JAMES & ASSOCIATES, LLC$9.1M1
44Retirement Systems of Alabama$8.8M1
45Voleon Capital Management LP$8.1M1
46WELLS FARGO & COMPANY/MN$7.2M1
47M&G Plc$7.1M1
48PRINCIPAL FINANCIAL GROUP INC$7.0M1
49CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$6.6M1
50Y-Intercept (Hong Kong) Ltd$6.6M1
51Edgestream Partners, L.P.$5.9M1
52Engineers Gate Manager LP$5.7M1
53Swiss National Bank$5.7M1
54BNP Paribas Asset Management Holding S.A.$5.4M1
55WINTON GROUP Ltd$5.0M1
56FRANKLIN RESOURCES INC$4.9M1
57Aquatic Capital Management LLC$4.9M1
58ROYAL BANK OF CANADA$4.8M1
59ING GROEP NV$4.5M1
60Rhenman & Partners Asset Management AB$4.3M1
61Legal & General Group Plc$4.3M1
62EVOKE WEALTH, LLC$4.2M1
63IEQ CAPITAL, LLC$4.2M1
64Man Group plc$3.8M1
65XTX Topco Ltd$3.5M1
66VOYA INVESTMENT MANAGEMENT LLC$3.4M1
67LAZARD ASSET MANAGEMENT LLC$3.4M1
68CANADA PENSION PLAN INVESTMENT BOARD$3.3M1
69Quantinno Capital Management LP$3.3M1
70MANUFACTURERS LIFE INSURANCE COMPANY, THE$3.1M1
71Creative Planning$3.0M1
72BLAIR WILLIAM & CO/IL$3.0M1
73STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$3.0M1
74Sparta 24 Ltd.$2.9M1
75ENVESTNET ASSET MANAGEMENT INC$2.9M1
76VANGUARD ASSET MANAGEMENT, Ltd$2.8M1
77Bridgewater Associates, LP$2.8M1
78Connor, Clark & Lunn Investment Management Ltd.$2.7M1
79AMERICAN CENTURY COMPANIES INC$2.7M1
80NATIXIS$2.6M1
81STATE OF WISCONSIN INVESTMENT BOARD$2.5M1
82Schonfeld Strategic Advisors LLC$2.4M1
83SEI INVESTMENTS CO$2.3M1
84NORDEA INVESTMENT MANAGEMENT AB$2.2M1
85State of New Jersey Common Pension Fund D$2.1M1
86Ensign Peak Advisors, Inc$2.0M1
87LPL Financial LLC$1.9M1
88OCCUDO QUANTITATIVE STRATEGIES LP$1.9M1
89Universal- Beteiligungs- und Servicegesellschaft mbH$1.9M1
90CAXTON ASSOCIATES LLP$1.8M1
91UniSuper Management Pty Ltd$1.7M1
92CWM, LLC$1.6M1
93PRUDENTIAL PLC$1.6M1
94Summit Trail Advisors, LLC$1.5M1
95Apella Capital, LLC$1.5M1
96MERCER GLOBAL ADVISORS INC /ADV$1.4M1
97BRANT POINT INVESTMENT MANAGEMENT LLC$1.4M1
98Oak Thistle LLC$1.4M1
99Zurcher Kantonalbank (Zurich Cantonalbank)$1.3M1
100Capula Management Ltd$1.3M1
101WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.3M1
102Allianz Asset Management GmbH$1.3M1
103Janus Henderson Group Ltd.$1.3M1
104Baird Financial Group, Inc.$1.3M1
105Vanguard Global Advisers, LLC$1.3M1
106Strategic Global Advisors, LLC$1.3M1
107Cerity Partners LLC$1.3M1
108Occam Crest Management LP$1.2M1
109MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.2M1
110Blackstone Inc.$1.2M1
111STIFEL FINANCIAL CORP$1.1M1
112SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.1M1
113Montanaro Asset Management Ltd$1.1M1
114FIFTH THIRD BANCORP$1.0M1
115KLP KAPITALFORVALTNING AS$1.0M1
116Mariner, LLC$1.0M1
117HighTower Advisors, LLC$995K1
118Brevan Howard Capital Management LP$917K1
119Elo Mutual Pension Insurance Co$914K1
120Vanguard Personalized Indexing Management, LLC$798K1
121NOMURA HOLDINGS INC$796K1
122Arizona State Retirement System$792K1
123Bridgefront Capital, LLC$781K1
124COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$781K1
125QUADRANT CAPITAL GROUP LLC$779K1
126Vanguard Investments Australia, Ltd.$768K1
127Dynamic Technology Lab Private Ltd$764K1
128Empowered Funds, LLC$751K1
129STATE OF MICHIGAN RETIREMENT SYSTEM$750K1
130New Age Alpha Advisors, LLC$746K1
131HSBC HOLDINGS PLC$728K1
132NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$698K1
133Atom Investors LP$695K1
134XPONANCE LLC$690K1
135OREGON PUBLIC EMPLOYEES RETIREMENT FUND$638K1
136Focus Partners Wealth$619K1
137MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$607K1
138Weiss Asset Management LP$587K1
139GUGGENHEIM CAPITAL LLC$580K1
140FIRST TRUST ADVISORS LP$579K1
141Freestone Capital Holdings, LLC$572K1
142Cresset Asset Management, LLC$566K1
143WORLDQUANT MILLENNIUM ADVISORS LLC$551K1
144MACKENZIE FINANCIAL CORP$547K1
145Quadrature Capital Ltd$545K1
146Jefferies Financial Group Inc.$521K1
147FOX RUN MANAGEMENT, L.L.C.$510K1
148HUSSMAN STRATEGIC ADVISORS, INC.$489K1
149MRA Advisory Group$475K1
150BANK OF MONTREAL /CAN/$455K1
151Pictet Asset Management Holding SA$448K1
152CAPSTONE INVESTMENT ADVISORS, LLC$442K1
153nVerses Capital, LLC$441K1
154Perbak Capital Partners LLP$440K1
155Trexquant Investment LP$416K1
156AVIVA PLC$412K1
157Pathstone Holdings, LLC$408K1
158Diametric Capital, LP$405K1
159INTECH INVESTMENT MANAGEMENT LLC$394K1
160Allspring Global Investments Holdings, LLC$384K1
161M&T BANK CORP$377K1
162COMMONWEALTH EQUITY SERVICES, LLC$364K1
163SEB Asset Management AB$349K1
164Tidal Investments LLC$331K1
165Cetera Investment Advisers$327K1
166ASSETMARK, INC$322K1
167Marex Group Ltd$320K1
168Merit Financial Group, LLC$318K1
169Torrey Growth & Income Advisors$299K1
170EVERGREEN CAPITAL MANAGEMENT LLC$298K1
171Senvest Management, LLC$296K1
172Lido Advisors, LLC$295K1
173AXQ CAPITAL, LP$284K1
174Solstein Capital, LLC$282K1
175Krilogy Financial LLC$281K1
176Cache Advisors, LLC$277K1
177UNITED CAPITAL FINANCIAL ADVISORS, LLC$274K1
178Pallas Capital Advisors LLC$270K1
179OPPENHEIMER ASSET MANAGEMENT INC.$268K1
180Vident Advisory, LLC$265K1
181NewEdge Wealth, LLC$262K1
182Meeder Advisory Services, Inc.$249K1
183JACOBS LEVY EQUITY MANAGEMENT, INC$244K1
184GROUP ONE TRADING LLC$242K1
185Gallacher Capital Management LLC$240K1
186OSAIC HOLDINGS, INC.$238K1
187Corient Private Wealth LLC$236K1
188REGIONS FINANCIAL CORP$233K1
189SECURIAN ASSET MANAGEMENT, INC$229K1
190BOOTHBAY FUND MANAGEMENT, LLC$226K1
191D.A. DAVIDSON & CO.$226K1
192MIRABELLA FINANCIAL SERVICES LLP$222K1
193Dynasty Wealth Management, LLC$221K1
194MAI Capital Management$219K1
195Alternative Investment Advisors, LLC.$211K1
196STANSBERRY ASSET MANAGEMENT, LLC$206K1
197Crossmark Global Holdings, Inc.$206K1
198RETIREMENT GUYS FORMULA LLC$203K1
199US BANCORP \DE\$191K1
200Federation des caisses Desjardins du Quebec$188K1
201Rakuten Securities, Inc.$167K1
202Tower Research Capital LLC (TRC)$159K1
203SIGNATUREFD, LLC$125K1
204Central Pacific Bank - Trust Division$121K1
205CSS LLC/IL$98.1K1
206Steward Partners Investment Advisory, LLC$84.5K1
207Allworth Financial LP$83.5K1
208Leonteq Securities AG$67.9K1
209State of Wyoming$66.5K1
210Rockefeller Capital Management L.P.$65.9K1
211Bank Julius Baer & Co. Ltd, Zurich$56.6K1
212Quarry LP$49.6K1
213DARA CAPITAL US, INC.$48.1K1
214TOTH FINANCIAL ADVISORY CORP$46.6K1
215Aster Capital Management (DIFC) Ltd$46.1K1
216UMB Bank, n.a.$40.0K1
217Pinnacle Wealth Planning Services, Inc.$23.7K1
218Blue Trust, Inc.$23.4K1
219SMA Capital LLC$20.9K1
220Arax Advisory Partners$15.8K1
221Larson Financial Group LLC$14.2K1
222Eurizon Capital SGR S.p.A.$13.9K1
223Clearstead Advisors, LLC$12.3K1
224Parkside Financial Bank & Trust$12.1K1
225HRT FINANCIAL LP$12.0K1
226Center for Financial Planning, Inc.$11.2K1
227Y.D. More Investments Ltd$9.3K1
228EFG International AG$8.6K1
229Spire Wealth Management$8.4K1
230True Wealth Design, LLC$7.5K1
231Smartleaf Asset Management LLC$6.2K1
232Mitsubishi UFJ Asset Management Co., Ltd.$6.1K1
233Atlantic Union Bankshares Corp$5.8K1
234JPL Wealth Management, LLC$5.8K1
235Kilter Group LLC$5.8K1
236Private Wealth Management Group, LLC$5.6K1
237ALGERT GLOBAL LLC$5.4K1
238Owl Creek Wealth Partners LLC$5.4K1
239Medallion Wealth Advisors, LLC$5.2K1
240NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5.0K1
241Bell Investment Advisors, Inc$4.7K1
242Advocate Investing Services LLC$4.7K1
243Harel Insurance Investments & Financial Services Ltd.$4.1K1
244TD Capital Management LLC$3.8K1
245Clearstead Trust, LLC$2.9K1
246FARMERS & MERCHANTS INVESTMENTS INC$2.6K1
247VAN ECK ASSOCIATES CORP$2.4K1
248Glen Eagle Advisors, LLC$2.3K1
249SHP Wealth Management$2.3K1
250Dogwood Wealth Management LLC$2.0K1
251CANADA LIFE ASSURANCE Co$1.8K1
252MV CAPITAL MANAGEMENT, INC.$1.7K1
253CVA Family Office, LLC$1.5K1
254Physician Wealth Advisors, Inc.$1.4K1
255POM Investment Strategies, LLC$1.4K1
256Treasurer of the State of North Carolina$1.3K1
257AMERIFLEX GROUP, INC.$1.2K1
258Sachetta, LLC$1.2K1
259FINANCIAL CONSULATE, INC$1.2K1
260Caitong International Asset Management Co., Ltd$1.1K1
261MASECO LLP$1.0K1
262PayPay Securities Corp$9701
263SouthState Bank Corp$8161
264Marquette Asset Management, LLC$7691
265GSA CAPITAL PARTNERS LLP$7501
266Missouri Trust & Investment Co$7221
267KBC Group NV$7211
268THRIVENT FINANCIAL FOR LUTHERANS$7021
269Employees Retirement System of Texas$6801
270State of Alaska, Department of Revenue$5511
271SJS Investment Consulting Inc.$5361
272Quaker Wealth Management, LLC$3501
273Transamerica Financial Advisors, LLC$3261
274American Capital Advisory, LLC$3031
275ACADIAN ASSET MANAGEMENT LLC$2581
276PROSPERITY BANCSHARES INC$2561
277Vestcor Inc$2151
278Stone House Investment Management, LLC$2101
279DecisionPoint Financial, LLC$1401
2803 FACTOR INDEXING, LLC$701
281GHP Investment Advisors, Inc.$471
282Vermillion Wealth Management, Inc.$471
283TD Waterhouse Canada Inc.$461
284DiNuzzo Private Wealth, Inc.$241
285NOMURA ASSET MANAGEMENT CO LTD$01
286Capital Advisors, Ltd. LLC$01
287Avion Wealth$01
288VANGUARD GROUP INC— value not disclosed1
289&PARTNERS— value not disclosed1
290GLENMEDE TRUST CO NA— value not disclosed1
291TEACHER RETIREMENT SYSTEM OF TEXAS— value not disclosed1
292DANSKE BANK A/S— value not disclosed1
293MEEDER ASSET MANAGEMENT INC— value not disclosed1
294HARBOUR INVESTMENTS, INC.— value not disclosed1
295COMERICA BANK— value not disclosed1
296TORONTO DOMINION BANK— value not disclosed1
297SHELTON CAPITAL MANAGEMENT— value not disclosed1
298VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
299SHAKER INVESTMENTS LLC/OH— value not disclosed1
300COMMERCE BANK— value not disclosed1
301Sand Hill Global Advisors, LLC— value not disclosed1
302DEERFIELD MANAGEMENT COMPANY, L.P.— value not disclosed1
303Asset Management One Co., Ltd.— value not disclosed1
304EASTERN BANK— value not disclosed1
305PRUDENTIAL FINANCIAL INC— value not disclosed1
306ARROWSTREET CAPITAL, LIMITED PARTNERSHIP— value not disclosed1
307ADAGE CAPITAL PARTNERS GP, L.L.C.— value not disclosed1
308CIBC Private Wealth Group LLC— value not disclosed1
309Yorktown Management & Research Co Inc— value not disclosed1
310Graham Capital Management, L.P.— value not disclosed1
311Equitable Holdings, Inc.— value not disclosed1
312ProShare Advisors LLC— value not disclosed1
313Orion Porfolio Solutions, LLC— value not disclosed1
314CIM, LLC— value not disclosed1
315NORGES BANK— value not disclosed1
316ALPS ADVISORS INC— value not disclosed1
317PEAK6 LLC— value not disclosed1
318Robeco Institutional Asset Management B.V.— value not disclosed1
319CIBC WORLD MARKET INC.— value not disclosed1
320O'SHAUGHNESSY ASSET MANAGEMENT, LLC— value not disclosed1
321OXFORD ASSET MANAGEMENT LLP— value not disclosed1
322EVENTIDE ASSET MANAGEMENT, LLC— value not disclosed1
323Alyeska Investment Group, L.P.— value not disclosed1
324Verition Fund Management LLC— value not disclosed1
325DekaBank Deutsche Girozentrale— value not disclosed1
326EXCHANGE TRADED CONCEPTS, LLC— value not disclosed1
327LMCG INVESTMENTS, LLC— value not disclosed1
328Asset Dedication, LLC— value not disclosed1
329ArrowMark Colorado Holdings LLC— value not disclosed1
330Twin Tree Management, LP— value not disclosed1
331Atria Investments, Inc— value not disclosed1
332EP Wealth Advisors, LLC— value not disclosed1
333Illinois Municipal Retirement Fund— value not disclosed1
334Utah Retirement Systems— value not disclosed1
335PDT Partners, LLC— value not disclosed1
336Edge Wealth Management LLC— value not disclosed1
337JFS WEALTH ADVISORS, LLC— value not disclosed1
338Perigon Wealth Management, LLC— value not disclosed1
339J2 Capital Management Inc— value not disclosed1
340JANE STREET GROUP, LLC— value not disclosed1
341Lighthouse Investment Partners, LLC— value not disclosed1
342MARK SHEPTOFF FINANCIAL PLANNING, LLC— value not disclosed1
343Tairen Capital Ltd— value not disclosed1
344Bellevue Group AG— value not disclosed1
345McIlrath & Eck, LLC— value not disclosed1
346Global Trust Asset Management, LLC— value not disclosed1
347Triumph Capital Management— value not disclosed1
348MGO ONE SEVEN LLC— value not disclosed1
349ExodusPoint Capital Management, LP— value not disclosed1
350AIGEN INVESTMENT MANAGEMENT, LP— value not disclosed1
351Global Retirement Partners, LLC— value not disclosed1
352Truvestments Capital LLC— value not disclosed1
353Qsemble Capital Management, LP— value not disclosed1
354Qtron Investments LLC— value not disclosed1
355TWINBEECH CAPITAL LP— value not disclosed1
356Integral Health Asset Management, LLC— value not disclosed1
357Parkman Healthcare Partners LLC— value not disclosed1
358Sanctuary Advisors, LLC— value not disclosed1
359Iron Triangle Partners LP— value not disclosed1
360Maryland State Retirement & Pension System— value not disclosed1
361Algorithmic Investment Models, LLC— value not disclosed1
362Kestra Advisory Services, LLC— value not disclosed1
363Proem Advisors LLC— value not disclosed1
364Lifestyle Asset Management, Inc.— value not disclosed1
365KENNICOTT CAPITAL MANAGEMENT LLC— value not disclosed1
366NFSG Corp— value not disclosed1
367AlphaQuest LLC— value not disclosed1
368Smith Group Asset Management, LLC— value not disclosed1
369SageView Advisory Group, LLC— value not disclosed1
370Acumen Wealth Advisors, LLC— value not disclosed1
371Tevis Investment Management— value not disclosed1
372Signature Resources Capital Management, LLC— value not disclosed1
373Cape Investment Advisory, Inc.— value not disclosed1
374Dunhill Financial, LLC— value not disclosed1
375Kingdom Financial Group LLC.— value not disclosed1
376SHERBROOKE PARK ADVISERS LLC— value not disclosed1
377Polymer Capital Management (US) LLC— value not disclosed1
378Empower Advisory Group, LLC— value not disclosed1
379LECAP ASSET MANAGEMENT LTD— value not disclosed1
380Financiere des Professionnels - Fonds d'investissement inc.— value not disclosed1
381Annis Gardner Whiting Capital Advisors, LLC— value not disclosed1
382Freestone Grove Partners LP— value not disclosed1
383E. Ohman J:or Asset Management AB— value not disclosed1
384Fielder Capital Group LLC— value not disclosed1
385Fieldview Capital Management, LLC— value not disclosed1
386SummitTX Capital, L.P.— value not disclosed1
387one8zero8, LLC— value not disclosed1
388Rialto Wealth Management, LLC— value not disclosed1
389North Dakota State Investment Board— value not disclosed1
390HFM Investment Advisors, LLC— value not disclosed1
391OPTIMA CAPITAL LLC— value not disclosed1
392Family Legacy Financial Solutions, LLC— value not disclosed1
393NLB Skladi, upravljanje premozenja, d.o.o.— value not disclosed1
394Quattro Advisors LLC— value not disclosed1
Truncated by Public Filings. Every one of the 287 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)0 buy / 1 sell
Congress net ($ bound)−$50.0K to −$15.0K
Filers net (actions)not in build
Filers net ($ 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 DOCS

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for DOCS · financials and macro

Financials — as filed PLANNED

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