Public record / Tickers / DOX

DOX — AMDOCS LTD†

Both disclosure regimes on one name: who in Congress filed about DOX, 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
24
all PTR rows naming DOX
Members · 12m
1
0 buys · 3 sells · by trade date
Latest PTR
12-15
filed 2025-12-15
13F holders
431
top-431 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

Gilbert Ray Cisneros, Jr. · $15.0K–$50.0K

SELL · traded 2025-11-12 → filed 2025-12-15. Ranked over every DOX row by the provable lower bound, never a point estimate.

1 member · 0 buys / 3 sells

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

2 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

11 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. 11 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING DOX · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning DOX
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31SELL partial (partial sale)Traded 11-12 +33d$15K–$50K
2025-11-18Gilbert Ray Cisneros, Jr. D–CA-31SELL partial (partial sale)Traded 10-15 +34d$1K–$15K
2025-10-10Gilbert Ray Cisneros, Jr. D–CA-31SELL partial (partial sale)Traded 10-01 +9d$1K–$15K
2025-10-10Gilbert Ray Cisneros, Jr. D–CA-31SELL partial (partial sale)Traded 09-30 +10d$1K–$15K
2025-10-10Val T. Hoyle D–OR-4SELL SP (spouse-owned)Traded 09-23 +17d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 24 ↗

Members active in DOX

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing DOX 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.
Gilbert Ray Cisneros, Jr. D–CA-313−$80.0K to −$17.0K2

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

Congress ↔ notable managers · DOX

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
1 Gotham Asset Management $20.6M held
Trimming
1 Bridgewater Associates $0 held

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

Merged timeline of congressional filings and notable-manager moves on DOX
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+13,725 sh
2026-05-15Bridgewater Associates 13FEXIT−249,195 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

full holders view ↗
Top institutional holders of DOX for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1PZENA INVESTMENT MANAGEMENT LLC$828M1
2FMR LLC$745M1
3BRANDES INVESTMENT PARTNERS, LP$304M1
4DIMENSIONAL FUND ADVISORS LP$226M1
5BlackRock, Inc.$219M1
6VANGUARD PORTFOLIO MANAGEMENT LLC$179M1
7FEDERATED HERMES, INC.$177M1
8AQR CAPITAL MANAGEMENT LLC$148M1
9WELLINGTON MANAGEMENT GROUP LLP$142M1
10NORDEA INVESTMENT MANAGEMENT AB$135M1
11GEODE CAPITAL MANAGEMENT, LLC$133M1
12DigitalBridge Group, Inc.$96.2M1
13AMERICAN CENTURY COMPANIES INC$95.6M1
14STATE STREET CORP$94.9M1
15MORGAN STANLEY$90.0M1
16STIFEL FINANCIAL CORP$84.0M1
17BANK OF AMERICA CORP /DE/$82.4M1
18NORTHERN TRUST CORP$78.1M1
19HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$75.8M1
20CRAWFORD INVESTMENT COUNSEL INC$73.8M1
21FIRST TRUST ADVISORS LP$70.3M1
22ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$58.5M1
23Robeco Institutional Asset Management B.V.$52.6M1
24UBS Group AG$45.5M1
25NEW YORK STATE COMMON RETIREMENT FUND$44.0M1
26PRINCIPAL FINANCIAL GROUP INC$42.2M1
27DEUTSCHE BANK AG\$41.4M1
28SEI INVESTMENTS CO$37.2M1
29SEIZERT CAPITAL PARTNERS, LLC$33.8M1
30RAYMOND JAMES FINANCIAL INC$32.5M1
31ROYAL BANK OF CANADA$29.1M1
32D. E. Shaw & Co., Inc.$28.7M1
33BOOTHBAY FUND MANAGEMENT, LLC$25.2M1
34Invesco Ltd.$25.0M1
35Allianz Asset Management GmbH$24.6M1
36Nuveen, LLC$24.1M1
37Arbejdsmarkedets Tillaegspension$23.1M1
38Legal & General Group Plc$23.1M1
39FRANKLIN RESOURCES INC$22.7M1
40MASSACHUSETTS FINANCIAL SERVICES CO /MA/$22.5M1
41UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$22.0M1
42Gotham Asset Management, LLC$20.6M1
43WELLS FARGO & COMPANY/MN$19.6M1
44Qube Research & Technologies Ltd$19.6M1
45ENVESTNET ASSET MANAGEMENT INC$19.2M1
46RENAISSANCE TECHNOLOGIES LLC$19.0M1
47Bank of New York Mellon Corp$18.7M1
48Walleye Capital LLC$18.2M1
49BANK OF MONTREAL /CAN/$17.7M1
50Aberdeen Group plc$17.5M1
51WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$17.3M1
52CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$17.0M1
53CHARLES SCHWAB INVESTMENT MANAGEMENT INC$16.8M1
54TWO SIGMA INVESTMENTS, LP$16.8M1
55WESTWOOD HOLDINGS GROUP INC$16.2M1
56RICE HALL JAMES & ASSOCIATES, LLC$15.5M1
57Woodline Partners LP$15.2M1
58Distillate Capital Partners LLC$14.7M1
59BANK OF NOVA SCOTIA$14.4M1
60TD Waterhouse Canada Inc.$14.1M1
61Quantinno Capital Management LP$14.1M1
62ALPS ADVISORS INC$13.9M1
63TD ASSET MANAGEMENT INC$13.7M1
64VOLORIDGE INVESTMENT MANAGEMENT, LLC$13.5M1
65CITADEL ADVISORS LLC$13.3M1
66Running Oak Capital LLC$12.7M1
67Talaria Asset Management Pty Ltd$12.3M1
68MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$12.1M1
69ExodusPoint Capital Management, LP$12.1M1
70LPL Financial LLC$10.5M1
71Polar Capital Holdings Plc$10.4M1
72GW HENSSLER & ASSOCIATES LTD$9.8M1
73Artisan Partners Limited Partnership$9.2M1
74Crossmark Global Holdings, Inc.$9.0M1
75GLENMEDE TRUST CO NA$8.6M1
76Illinois Municipal Retirement Fund$8.2M1
77CWM, LLC$8.1M1
78OCCUDO QUANTITATIVE STRATEGIES LP$7.5M1
79STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$7.3M1
80Tidal Investments LLC$7.0M1
81GHP Investment Advisors, Inc.$6.7M1
82HSBC HOLDINGS PLC$6.5M1
83Diversified Trust Co$6.4M1
84Kingsview Wealth Management, LLC$6.0M1
85CITIGROUP INC$5.7M1
86NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$5.6M1
87Creative Planning$5.6M1
88CI INVESTMENTS INC.$5.4M1
89ALLIANCEBERNSTEIN L.P.$5.3M1
90Marks Group Wealth Management, Inc$5.0M1
91VANGUARD CAPITAL MANAGEMENT LLC$5.0M1
92Man Group plc$4.8M1
93MARTIN & CO INC /TN/$4.4M1
94Universal- Beteiligungs- und Servicegesellschaft mbH$4.3M1
95COMMERCE BANK$4.2M1
96Ruffer LLP$4.1M1
97MACKENZIE FINANCIAL CORP$4.0M1
98Y-Intercept (Hong Kong) Ltd$4.0M1
99LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$3.9M1
100WASATCH ADVISORS LP$3.9M1
101Corient Private Wealth LLC$3.8M1
102OPPENHEIMER & CO INC$3.8M1
103Schonfeld Strategic Advisors LLC$3.5M1
104Ashton Thomas Private Wealth, LLC$3.5M1
105Edgestream Partners, L.P.$3.3M1
106Strategic Global Advisors, LLC$3.2M1
107Vestmark Advisory Solutions, Inc.$3.2M1
108Vanguard Global Advisers, LLC$3.0M1
109Point72 Asset Management, L.P.$3.0M1
110FULLER & THALER ASSET MANAGEMENT, INC.$2.9M1
111Baird Financial Group, Inc.$2.9M1
112DIVIDEND ASSETS CAPITAL, LLC$2.9M1
113Hixon Zuercher, LLC$2.8M1
114Orion Porfolio Solutions, LLC$2.8M1
115Empowered Funds, LLC$2.7M1
116Ironwood Investment Counsel, LLC$2.5M1
117Cetera Investment Advisers$2.5M1
118SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.4M1
119Cerity Partners LLC$2.3M1
120LAZARD ASSET MANAGEMENT LLC$2.2M1
121CLARK ESTATES INC/NY$2.2M1
122USS Investment Management Ltd$2.2M1
123Summit Trail Advisors, LLC$2.1M1
124TRUIST FINANCIAL CORP$2.0M1
125Hilton Capital Management, LLC$1.9M1
126Two Point Capital Management, Inc.$1.8M1
127Sanctuary Advisors, LLC$1.8M1
128Magnetar Financial LLC$1.7M1
129GUGGENHEIM CAPITAL LLC$1.7M1
130Numerai GP LLC$1.7M1
131Banque Cantonale Vaudoise$1.7M1
132VANGUARD ASSET MANAGEMENT, Ltd$1.6M1
133EDMP, INC.$1.5M1
134Amundi$1.5M1
135Range Financial Group LLC$1.4M1
136Advisors Asset Management, Inc.$1.4M1
137Atria Investments, Inc$1.4M1
138MILLENNIUM MANAGEMENT LLC$1.4M1
139FIRST MANHATTAN CO. LLC.$1.2M1
140Callan Family Office, LLC$1.2M1
141Arax Advisory Partners$1.2M1
142Voleon Capital Management LP$1.2M1
143AIMZ Investment Advisors, LLC$1.2M1
144M&T BANK CORP$1.1M1
145Pathstone Holdings, LLC$1.1M1
146Vident Advisory, LLC$1.1M1
147CSS LLC/IL$1.1M1
148JACOBS LEVY EQUITY MANAGEMENT, INC$1.0M1
149Cauble & Harre Wealth Management, Inc.$1.0M1
150BURNEY CO/$1000K1
151O'SHAUGHNESSY ASSET MANAGEMENT, LLC$998K1
152Rehmann Capital Advisory Group$967K1
153Total Wealth Planning & Management, Inc.$956K1
154Ethic Inc.$949K1
155Vest Financial, LLC$926K1
156Hilltop Holdings Inc.$915K1
157HighTower Advisors, LLC$902K1
158Vanguard Personalized Indexing Management, LLC$852K1
159MANUFACTURERS LIFE INSURANCE COMPANY, THE$842K1
160VANGUARD FIDUCIARY TRUST CO$840K1
161Bleakley Financial Group, LLC$838K1
162VOYA INVESTMENT MANAGEMENT LLC$824K1
163Hennion & Walsh Asset Management, Inc.$818K1
164BROWN ADVISORY INC$807K1
165US BANCORP \DE\$783K1
166Mirae Asset Global Investments Co., Ltd.$754K1
167MONEY CONCEPTS CAPITAL CORP$673K1
168Inspire Investing, LLC$672K1
169AFFINITY INVESTMENT ADVISORS, LLC$664K1
170MERCER GLOBAL ADVISORS INC /ADV$663K1
171TWO SIGMA SECURITIES, LLC$660K1
172OSAIC HOLDINGS, INC.$657K1
173SEB Asset Management AB$647K1
174Brevan Howard Capital Management LP$638K1
175&PARTNERS$629K1
176CANADA PENSION PLAN INVESTMENT BOARD$626K1
177Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$613K1
178Jefferies Financial Group Inc.$610K1
179Sowell Financial Services LLC$598K1
180CIBC Bancorp USA Inc.$591K1
181Chevy Chase Trust Holdings, LLC$581K1
182MQS Management LLC$565K1
183Headlands Technologies LLC$559K1
184DENALI ADVISORS LLC$542K1
185Impact Partnership Wealth, LLC$534K1
186Sylvest Advisors, LLC$528K1
187XPONANCE LLC$508K1
188EP Wealth Advisors, LLC$493K1
189Storgate, LLC$486K1
190Redmond Asset Management, LLC$484K1
191Walleye Trading LLC$458K1
192Watershed Asset Management, L.L.C.$444K1
193Merit Financial Group, LLC$441K1
194CATALYST FINANCIAL PARTNERS LLC$440K1
195Severin Investments, LLC$439K1
196EVERGREEN CAPITAL MANAGEMENT LLC$429K1
197Inscription Capital, LLC$428K1
198Trivium Point Advisory, LLC$424K1
199Sequoia Financial Advisors, LLC$420K1
200Concurrent Investment Advisors, LLC$411K1
201Morningstar Investment Management LLC$403K1
202SummitTX Capital, L.P.$392K1
203ISTHMUS PARTNERS, LLC$384K1
204EXCALIBUR MANAGEMENT CORP$370K1
205Utah Retirement Systems$368K1
206SANDERS MORRIS HARRIS LLC$359K1
207Engineers Gate Manager LP$358K1
208Oak Thistle LLC$357K1
209MIRABELLA FINANCIAL SERVICES LLP$353K1
210Tower Research Capital LLC (TRC)$351K1
211CHILDRESS CAPITAL ADVISORS, LLC$346K1
212Maryland State Retirement & Pension System$342K1
213EARNED WEALTH ADVISORS, LLC$338K1
214Intrepid Financial Planning Group LLC$336K1
215FORA Capital, LLC$331K1
216J. Goldman & Co LP$324K1
217RITHOLTZ WEALTH MANAGEMENT$322K1
218Mutual Advisors, LLC$322K1
219Aviso Financial Inc.$315K1
220Private Advisor Group, LLC$308K1
221Federation des caisses Desjardins du Quebec$308K1
222Ifrah Financial Services, Inc.$304K1
223Tempus Wealth Planning, LLC$297K1
224FULTON BANK, N.A.$281K1
225Lansforsakringar Fondforvaltning AB (publ)$279K1
226UNITED CAPITAL FINANCIAL ADVISORS, LLC$261K1
227Frec Markets, Inc.$259K1
228XTX Topco Ltd$250K1
229D.A. DAVIDSON & CO.$245K1
230Torrey Growth & Income Advisors$242K1
231NorthCrest Asset Manangement, LLC$242K1
232CIBC Asset Management Inc$241K1
233GREAT VALLEY ADVISOR GROUP, INC.$237K1
234Abel Hall, LLC$232K1
235Grant Private Wealth Management Inc$230K1
236Machina Capital S.A.S.$229K1
237IQ EQ FUND MANAGEMENT (IRELAND) Ltd$227K1
238AE Wealth Management LLC$225K1
239BLAIR WILLIAM & CO/IL$223K1
240COMMONWEALTH EQUITY SERVICES, LLC$222K1
241Aster Capital Management (DIFC) Ltd$221K1
242Aristides Capital LLC$218K1
243CITIZENS FINANCIAL GROUP INC/RI$217K1
244denkapparat Operations GmbH$212K1
245Laird Norton Wetherby Trust Company, LLC$211K1
246Allworth Financial LP$209K1
247GeoWealth Management, LLC$208K1
248Perigon Wealth Management, LLC$208K1
249North Dakota State Investment Board$207K1
250SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$204K1
251New Vernon Capital Holdings II LLC$200K1
252Johnson Financial Group, Inc.$187K1
253Aquatic Capital Management LLC$180K1
254CENTRAL TRUST Co$169K1
255BNP Paribas Asset Management Holding S.A.$169K1
256Asset Management One Co., Ltd.$162K1
257Transamerica Financial Advisors, LLC$157K1
258NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$144K1
259Rockefeller Capital Management L.P.$144K1
260SIGNATUREFD, LLC$140K1
261MAI Capital Management$123K1
262MetLife Investment Management, LLC$114K1
263NOMURA ASSET MANAGEMENT CO LTD$111K1
264State of Wyoming$103K1
265Eurizon Capital SGR S.p.A.$100K1
266Bank Julius Baer & Co. Ltd, Zurich$98.9K1
267Manchester Capital Management LLC$78.3K1
268Steward Partners Investment Advisory, LLC$73.7K1
269WPG Advisers, LLC$64.8K1
270SALEM INVESTMENT COUNSELORS INC$62.1K1
271QUADRANT CAPITAL GROUP LLC$53.3K1
272MidFirst Bank$43.9K1
273Blue Trust, Inc.$40.7K1
274Deseret Mutual Benefit Administrators$38.6K1
275ACADIAN ASSET MANAGEMENT LLC$36.1K1
276Central Pacific Bank - Trust Division$34.1K1
277GROUP ONE TRADING LLC$29.8K1
278Atlantic Union Bankshares Corp$29.3K1
279CVA Family Office, LLC$27.9K1
280WealthCollab, LLC$23.6K1
281Spire Wealth Management$18.7K1
282Mitsubishi UFJ Asset Management Co., Ltd.$18.1K1
283Trifecta Capital Advisors, LLC$17.9K1
284Treasurer of the State of North Carolina$17.7K1
285Owl Creek Wealth Partners LLC$17.6K1
286Larson Financial Group LLC$16.9K1
287ENTRUST FINANCIAL LLC$15.8K1
288Wilmington Savings Fund Society, FSB$15.0K1
289Parkside Financial Bank & Trust$14.0K1
290Quarry LP$12.7K1
291Wealth Enhancement Trust Services, Inc.$11.9K1
292Addison Advisors LLC$11.7K1
293FINANCIAL CONSULATE, INC$11.4K1
294Smartleaf Asset Management LLC$10.8K1
295VALUE HOLDINGS MANAGEMENT CO. LLC$9.3K1
296Penserra Capital Management LLC$8.9K1
297Pinnacle Wealth Planning Services, Inc.$8.4K1
298Keating Financial Advisory Services, Inc.$8.3K1
299First Pacific Financial$7.8K1
300State of Alaska, Department of Revenue$7.4K1
301True Wealth Design, LLC$7.1K1
302DekaBank Deutsche Girozentrale$7.1K1
303MV CAPITAL MANAGEMENT, INC.$6.1K1
304ASSETMARK, INC$5.6K1
305Sachetta, LLC$4.4K1
306Signature Equity Partners, LLC$3.8K1
307WEBSTER BANK, N. A.$3.3K1
308Purpose Unlimited Inc.$3.2K1
309Altshuler Shaham Ltd$2.7K1
310JFS WEALTH ADVISORS, LLC$2.7K1
311Acumen Wealth Advisors, LLC$2.6K1
312C WorldWide Group Holding A/S$2.5K1
313UMB Bank, n.a.$2.4K1
314Intentional Wealth Strategies, LLC$2.4K1
315Bell Investment Advisors, Inc$2.4K1
316VAN ECK ASSOCIATES CORP$2.3K1
317CANADA LIFE ASSURANCE Co$2.3K1
318Activest Wealth Management$2.2K1
319MATHER GROUP, LLC.$1.8K1
320Cassaday & Co Wealth Management LLC$1.8K1
321Sunrise Financial Services, LLC$1.4K1
322CALDWELL SUTTER CAPITAL, INC.$1.4K1
323GSA CAPITAL PARTNERS LLP$1.4K1
324Cromwell Holdings LLC$1.3K1
325ALBION FINANCIAL GROUP /UT$1.2K1
326Twin Tree Management, LP$1.2K1
327HM PAYSON & CO$1.1K1
328Triumph Capital Management$1.1K1
329Private Wealth Management Group, LLC$9791
330PICTON MAHONEY ASSET MANAGEMENT$8481
331DiNuzzo Private Wealth, Inc.$7181
332NEW YORK STATE TEACHERS RETIREMENT SYSTEM$6581
333SHP Wealth Management$3921
334Optiver Holding B.V.$3921
335Valued Wealth Advisors LLC$3301
336Frazier Financial Advisors, LLC$3271
337American Capital Advisory, LLC$3271
338HFM Investment Advisors, LLC$1961
339FIFTH THIRD BANCORP$1311
340Quaker Wealth Management, LLC$1311
341Vermillion Wealth Management, Inc.$1311
342BOK Financial Private Wealth, Inc.$971
343SJS Investment Consulting Inc.$661
344Rialto Wealth Management, LLC$661
345Rakuten Securities, Inc.$651
346Capital Analysts, LLC$161
347Avion Wealth$01
348VANGUARD GROUP INC— value not disclosed1
349ROMANO BROTHERS AND COMPANY— value not disclosed1
350MJP ASSOCIATES INC /ADV— value not disclosed1
351BAILARD, INC.— value not disclosed1
352HOWE & RUSLING INC— value not disclosed1
353HARBOUR INVESTMENTS, INC.— value not disclosed1
354JOHNSON INVESTMENT COUNSEL INC— value not disclosed1
355CAMBIAR INVESTORS LLC— value not disclosed1
356Brandywine Global Investment Management, LLC— value not disclosed1
357PRUDENTIAL PLC— value not disclosed1
358CIBC WORLD MARKETS CORP— value not disclosed1
359ICON ADVISERS INC/CO— value not disclosed1
360TODD ASSET MANAGEMENT LLC— value not disclosed1
361COLDSTREAM CAPITAL MANAGEMENT INC— value not disclosed1
362INTECH INVESTMENT MANAGEMENT LLC— value not disclosed1
363SAWGRASS ASSET MANAGEMENT LLC— value not disclosed1
364GATEWAY INVESTMENT ADVISERS LLC— value not disclosed1
365PRUDENTIAL FINANCIAL INC— value not disclosed1
366CREDIT AGRICOLE S A— value not disclosed1
367BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
368ALPINE WOODS CAPITAL INVESTORS, LLC— value not disclosed1
369AMERICAN NATIONAL BANK & TRUST— value not disclosed1
370REGIONS FINANCIAL CORP— value not disclosed1
371CIBC Private Wealth Group LLC— value not disclosed1
372Graham Capital Management, L.P.— value not disclosed1
373SCOTIA CAPITAL INC.— value not disclosed1
374Clearbridge Investments, LLC— value not disclosed1
375Bridgewater Associates, LP— value not disclosed1
376PUBLIC SECTOR PENSION INVESTMENT BOARD— value not disclosed1
377MACQUARIE GROUP LTD— value not disclosed1
378CAPSTONE INVESTMENT ADVISORS, LLC— value not disclosed1
379Alyeska Investment Group, L.P.— value not disclosed1
380Verition Fund Management LLC— value not disclosed1
381HRT FINANCIAL LP— value not disclosed1
382TWO SIGMA ADVISERS, LP— value not disclosed1
383HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND— value not disclosed1
384Formidable Asset Management, LLC— value not disclosed1
385JANE STREET GROUP, LLC— value not disclosed1
386Silver Lake Advisory, LLC— value not disclosed1
387Connor, Clark & Lunn Investment Management Ltd.— value not disclosed1
388Archford Capital Strategies, LLC— value not disclosed1
389Trexquant Investment LP— value not disclosed1
390USA FINANCIAL FORMULAS— value not disclosed1
391Squarepoint Ops LLC— value not disclosed1
392Lido Advisors, LLC— value not disclosed1
393Versor Investments LP— value not disclosed1
394Oribel Capital Management, LP— value not disclosed1
395OneDigital Investment Advisors LLC— value not disclosed1
396Centiva Capital, LP— value not disclosed1
397McIlrath & Eck, LLC— value not disclosed1
398AlphaCore Capital LLC— value not disclosed1
399DV Trading LLC— value not disclosed1
400Blueshift Asset Management, LLC— value not disclosed1
401Defiance ETFs, LLC— value not disclosed1
402Claret Asset Management Corp— value not disclosed1
403Global Retirement Partners, LLC— value not disclosed1
404Costello Asset Management, INC— value not disclosed1
405Geneos Wealth Management Inc.— value not disclosed1
406Advisor OS, LLC— value not disclosed1
407Clear Creek Financial Management, LLC— value not disclosed1
408Net Worth Advisory Group— value not disclosed1
409CBIZ Investment Advisory Services, LLC— value not disclosed1
410Key FInancial Inc— value not disclosed1
411INCEPTIONR LLC— value not disclosed1
412Kestra Advisory Services, LLC— value not disclosed1
413TUCKER ASSET MANAGEMENT LLC— value not disclosed1
414Y.D. More Investments Ltd— value not disclosed1
415Riverwater Partners LLC— value not disclosed1
416Allspring Global Investments Holdings, LLC— value not disclosed1
417HB Wealth Management, LLC— value not disclosed1
418Forum Financial Management, LP— value not disclosed1
419SageView Advisory Group, LLC— value not disclosed1
420AXQ CAPITAL, LP— value not disclosed1
421Gallacher Capital Management LLC— value not disclosed1
422Moran Wealth Management, LLC— value not disclosed1
423NORDEN GROUP LLC— value not disclosed1
424Marex Group Ltd— value not disclosed1
425Annis Gardner Whiting Capital Advisors, LLC— value not disclosed1
426QSV Equity Investors LLC— value not disclosed1
427Jain Global LLC— value not disclosed1
428IMG Wealth Management, Inc.— value not disclosed1
429Navigoe, LLC— value not disclosed1
430Themes Management Co LLC— value not disclosed1
431Quattro Advisors LLC— value not disclosed1
Truncated by Public Filings. Every one of the 347 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 / 3 sell
Congress net ($ bound)−$80.0K to −$17.0K
Filers net (actions)not in build
Filers net ($ 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 DOX

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for DOX · financials and macro

Financials — as filed PLANNED

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