Public record / Tickers / DT

DT — Dynatrace, Inc.†

Both disclosure regimes on one name: who in Congress filed about DT, 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
9
all PTR rows naming DT
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
02-17
filed 2026-02-17
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

Michael Guest · $1.0K–$15.0K

SELL · traded 2026-01-09 → filed 2026-02-17. Ranked over every DT 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

8 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. 8 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING DT · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning DT
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-02-17Michael Guest R–MS-3SELL SP (spouse-owned)Traded 01-09 +39d$1K–$15K
2025-10-22Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 09-25 +27d$1K–$15K
2025-10-22Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 09-11 +41d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 07-10 +34d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9SELL partial · SP (partial sale, spouse-owned)Traded 06-24 LATE·50d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 9 ↗

Members active in DT

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing DT 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.
Michael Guest R–MS-31−$15.0K to −$1.0K3

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

Congress ↔ notable managers · DT

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 · DYNATRACE INC

Merged timeline of congressional filings and notable-manager moves on DT
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+26,980 sh
2026-05-15Moore Capital Management 13FNEW+10,040 sh
2026-05-15Bridgewater Associates 13FTRIM−1,113,340 sh
2026-05-14Caxton Associates 13FTRIM−335 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 DT for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$1.2B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$610M1
3Pictet Asset Management Holding SA$585M1
4VANGUARD CAPITAL MANAGEMENT LLC$495M1
5UBS Group AG$411M1
6BANK OF AMERICA CORP /DE/$346M1
7WELLINGTON MANAGEMENT GROUP LLP$345M1
8STATE STREET CORP$340M1
9GEODE CAPITAL MANAGEMENT, LLC$287M1
10FIRST TRUST ADVISORS LP$252M1
11Amundi$231M1
12EMINENCE CAPITAL, LP$196M1
13ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$191M1
14Janus Henderson Group Ltd.$187M1
15UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$175M1
16AMERICAN CENTURY COMPANIES INC$173M1
17WESTFIELD CAPITAL MANAGEMENT CO LP$156M1
18TWO SIGMA INVESTMENTS, LP$133M1
19WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$119M1
20D. E. Shaw & Co., Inc.$117M1
21Freestone Grove Partners LP$104M1
22CITADEL ADVISORS LLC$99.1M1
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$97.2M1
24FIL Ltd$96.3M1
25FEDERATED HERMES, INC.$95.0M1
26BROWN ADVISORY INC$94.4M1
27NORTHERN TRUST CORP$92.2M1
28MORGAN STANLEY$89.3M1
29Squarepoint Ops LLC$88.6M1
30WORLDQUANT MILLENNIUM ADVISORS LLC$84.9M1
31DIMENSIONAL FUND ADVISORS LP$83.6M1
32Qube Research & Technologies Ltd$75.0M1
33Quantinno Capital Management LP$73.6M1
34VANGUARD FIDUCIARY TRUST CO$69.9M1
35Point72 Asset Management, L.P.$69.7M1
36JANE STREET GROUP, LLC$69.6M1
37AQR CAPITAL MANAGEMENT LLC$69.1M1
38Keenan Capital, LLC$60.9M1
39DEUTSCHE BANK AG\$60.9M1
40Robeco Institutional Asset Management B.V.$58.4M1
41Alyeska Investment Group, L.P.$56.0M1
42MILLENNIUM MANAGEMENT LLC$55.9M1
43Nuveen, LLC$49.5M1
44Allspring Global Investments Holdings, LLC$46.2M1
45RAYMOND JAMES FINANCIAL INC$41.0M1
46Stephens Investment Management Group LLC$40.7M1
47Assenagon Asset Management S.A.$39.9M1
48VOYA INVESTMENT MANAGEMENT LLC$39.8M1
49Clearbridge Investments, LLC$38.1M1
50ArrowMark Colorado Holdings LLC$36.3M1
51MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$32.0M1
52PUBLIC SECTOR PENSION INVESTMENT BOARD$29.6M1
53Invesco Ltd.$29.3M1
54PRINCIPAL FINANCIAL GROUP INC$26.9M1
55RENAISSANCE GROUP LLC$26.1M1
56ADVENT INTERNATIONAL, L.P.$24.7M1
57ExodusPoint Capital Management, LP$24.3M1
58Allianz Asset Management GmbH$24.3M1
59Swiss National Bank$22.1M1
60GLENMEDE TRUST CO NA$21.3M1
61RENAISSANCE TECHNOLOGIES LLC$21.2M1
62Woodline Partners LP$21.2M1
63Legal & General Group Plc$20.8M1
64CANADA PENSION PLAN INVESTMENT BOARD$19.0M1
65ALLIANCEBERNSTEIN L.P.$18.5M1
66ENVESTNET ASSET MANAGEMENT INC$18.1M1
67SCHRODER INVESTMENT MANAGEMENT GROUP$17.4M1
68SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$16.6M1
69Schonfeld Strategic Advisors LLC$16.4M1
70Retirement Systems of Alabama$16.3M1
71Corient Private Wealth LLC$15.8M1
72LBP AM SA$14.7M1
73Gotham Asset Management, LLC$14.4M1
74PFA Pension, Forsikringsaktieselskab$13.0M1
75FMR LLC$12.7M1
76OSAIC HOLDINGS, INC.$12.2M1
77NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$11.6M1
78CYPRESS POINT INVESTMENT MANAGEMENT LP$11.3M1
79SUSQUEHANNA INTERNATIONAL GROUP, LLP$11.1M1
80ROYAL BANK OF CANADA$10.8M1
81VANGUARD ASSET MANAGEMENT, Ltd$10.2M1
82Man Group plc$9.7M1
83LAZARD ASSET MANAGEMENT LLC$9.0M1
84STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$8.9M1
85Trexquant Investment LP$8.7M1
86NICHOLAS COMPANY, INC.$8.4M1
87UniSuper Management Pty Ltd$8.3M1
88KEYBANK NATIONAL ASSOCIATION/OH$8.3M1
89STATE OF WISCONSIN INVESTMENT BOARD$8.2M1
90CITIGROUP INC$8.2M1
91MANUFACTURERS LIFE INSURANCE COMPANY, THE$7.5M1
92PRUDENTIAL FINANCIAL INC$7.2M1
93Universal- Beteiligungs- und Servicegesellschaft mbH$7.2M1
94BLAIR WILLIAM & CO/IL$7.1M1
95MACKENZIE FINANCIAL CORP$6.9M1
96Verition Fund Management LLC$6.8M1
97XTX Topco Ltd$6.7M1
98Graham Capital Management, L.P.$6.5M1
99SEI INVESTMENTS CO$6.4M1
100Meridiem Capital Partners LP$6.3M1
101MONIMUS CAPITAL MANAGEMENT, LP$6.3M1
102APG Asset Management N.V.$6.2M1
103Bridgewater Associates, LP$6.0M1
104MetLife Investment Management, LLC$5.9M1
105GUGGENHEIM CAPITAL LLC$5.8M1
106Siren, L.L.C.$5.5M1
107NEW YORK STATE COMMON RETIREMENT FUND$5.5M1
108LPL Financial LLC$5.2M1
109TRILLIUM ASSET MANAGEMENT, LLC$5.1M1
110Creative Planning$5.1M1
111WELLS FARGO & COMPANY/MN$5.0M1
112Vanguard Global Advisers, LLC$4.5M1
113CastleKnight Management LP$4.4M1
114OPPENHEIMER ASSET MANAGEMENT INC.$4.4M1
115Curi Capital, LLC$4.4M1
116WINTON GROUP Ltd$4.4M1
117Pinnacle Financial Partners, Inc.$4.2M1
118MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.2M1
119Ruffer LLP$4.2M1
120Candriam S.C.A.$4.2M1
121JOHNSON INVESTMENT COUNSEL INC$4.1M1
122Slow Capital, Inc.$4.0M1
123Elo Mutual Pension Insurance Co$3.7M1
124Tredje AP-fonden$3.6M1
125State of New Jersey Common Pension Fund D$3.5M1
126Cetera Investment Advisers$3.4M1
127Focus Partners Wealth$3.4M1
128COMMERCE BANK$3.2M1
129BNP Paribas Asset Management Holding S.A.$3.2M1
130HSBC HOLDINGS PLC$3.2M1
131Jain Global LLC$3.2M1
132New Age Alpha Advisors, LLC$3.1M1
133ING GROEP NV$3.1M1
134Arizona State Retirement System$3.1M1
135Transamerica Financial Advisors, LLC$3.1M1
136Sequoia Financial Advisors, LLC$3.0M1
137Brevan Howard Capital Management LP$3.0M1
138Moran Wealth Management, LLC$2.9M1
139Covea Finance$2.9M1
140Summit Trail Advisors, LLC$2.9M1
141FIFTH THIRD BANCORP$2.9M1
142Zurcher Kantonalbank (Zurich Cantonalbank)$2.9M1
143Vanguard Investments Australia, Ltd.$2.8M1
144Mariner, LLC$2.8M1
145Y-Intercept (Hong Kong) Ltd$2.8M1
146SANDERS MORRIS HARRIS LLC$2.8M1
147COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.8M1
148FRANKLIN RESOURCES INC$2.7M1
149Quadrature Capital Ltd$2.6M1
150XPONANCE LLC$2.5M1
1511492 Capital Management LLC$2.5M1
152NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.5M1
153AXQ CAPITAL, LP$2.5M1
154KLP KAPITALFORVALTNING AS$2.5M1
155BANK OF MONTREAL /CAN/$2.4M1
156OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.3M1
157Tidal Investments LLC$2.2M1
158MONETA GROUP INVESTMENT ADVISORS LLC$2.1M1
159Swedbank AB$2.1M1
160Vanguard Personalized Indexing Management, LLC$2.0M1
161NewEdge Wealth, LLC$2.0M1
162Vestmark Advisory Solutions, Inc.$2.0M1
163Caprock Group, LLC$1.9M1
164Edgestream Partners, L.P.$1.8M1
165MERCER GLOBAL ADVISORS INC /ADV$1.8M1
166UNIVEST FINANCIAL Corp$1.8M1
167Walter Public Investments Inc.$1.8M1
168Utah Retirement Systems$1.8M1
169Brooklyn Investment Group$1.7M1
170MML INVESTORS SERVICES, LLC$1.7M1
171AMG National Trust Bank$1.7M1
172Engineers Gate Manager LP$1.7M1
173Envestnet Portfolio Solutions, Inc.$1.7M1
174Magnetar Financial LLC$1.7M1
175Crestwood Capital Management, L.P.$1.6M1
176BENJAMIN EDWARDS INC$1.6M1
177Ensign Peak Advisors, Inc$1.6M1
178NOMURA ASSET MANAGEMENT CO LTD$1.5M1
179ARDSLEY ADVISORY PARTNERS LP$1.5M1
180OCCUDO QUANTITATIVE STRATEGIES LP$1.5M1
181Bridgefront Capital, LLC$1.5M1
182Pekao Towarzystwo Funduszy Inwestycyjnych S.A.$1.4M1
183NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.4M1
184FIRST NATIONAL BANK OF OMAHA$1.4M1
185EVERGREEN CAPITAL MANAGEMENT LLC$1.4M1
186Daiwa Securities Group Inc.$1.4M1
187L. Roy Papp & Associates, LLP$1.3M1
188Pathstone Holdings, LLC$1.2M1
189Gradient Investments LLC$1.2M1
190Swiss Life Asset Management Ltd$1.2M1
191TEACHER RETIREMENT SYSTEM OF TEXAS$1.2M1
192WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.1M1
193LMR Partners LLP$1.1M1
194CAPSTONE INVESTMENT ADVISORS, LLC$1.1M1
195Atria Investments, Inc$1.1M1
196TT International Asset Management LTD$1.0M1
197Vinva Investment Management Ltd$1.0M1
198AZZAD ASSET MANAGEMENT INC /ADV$1.0M1
199Twin Tree Management, LP$995K1
200OFI INVEST ASSET MANAGEMENT$991K1
201Bank Julius Baer & Co. Ltd, Zurich$972K1
202DANSKE BANK A/S$969K1
203VARCOV Co.$957K1
204Ethic Inc.$905K1
205Y.D. More Investments Ltd$902K1
206Kerrisdale Advisers, LLC$885K1
207Crossmark Global Holdings, Inc.$882K1
208PRINCIPAL SECURITIES, INC.$866K1
209Malaga Cove Capital, LLC$858K1
210SECURIAN ASSET MANAGEMENT, INC$812K1
211HighTower Advisors, LLC$807K1
212US BANCORP \DE\$801K1
213CWM, LLC$782K1
214Federation des caisses Desjardins du Quebec$776K1
215UNITED CAPITAL FINANCIAL ADVISORS, LLC$772K1
216Prospera Financial Services Inc$765K1
217&PARTNERS$764K1
218QRG CAPITAL MANAGEMENT, INC.$753K1
219Procyon Advisors, LLC$748K1
220Cerity Partners LLC$748K1
221Avanza Fonder AB$745K1
222FOX RUN MANAGEMENT, L.L.C.$728K1
223Inscription Capital, LLC$727K1
224ProShare Advisors LLC$717K1
225Walleye Trading LLC$717K1
226Resona Asset Management Co.,Ltd.$712K1
227R Squared Ltd$689K1
228Holocene Advisors, LP$686K1
229ALPS ADVISORS INC$685K1
230Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$653K1
231STOREBRAND ASSET MANAGEMENT AS$635K1
232DnB Asset Management AS$630K1
233Perigon Wealth Management, LLC$618K1
234STIFEL FINANCIAL CORP$617K1
235Empowered Funds, LLC$609K1
236TRUIST FINANCIAL CORP$609K1
237Mach-1 Financial Group, LLC$591K1
238Chicago Partners Investment Group LLC$589K1
239TD ASSET MANAGEMENT INC$577K1
240Kera Capital Partners, Inc.$556K1
241Rockefeller Capital Management L.P.$554K1
242Maryland State Retirement & Pension System$538K1
243NewEdge Advisors, LLC$532K1
244M&T BANK CORP$530K1
245Walleye Capital LLC$525K1
246Cooper Financial Group$523K1
247Connor, Clark & Lunn Investment Management Ltd.$501K1
248Advisors Asset Management, Inc.$487K1
249Baker Avenue Asset Management, LP$485K1
250Eurizon Capital SGR S.p.A.$482K1
251Cinctive Capital Management LP$478K1
252Concurrent Investment Advisors, LLC$476K1
253O'SHAUGHNESSY ASSET MANAGEMENT, LLC$464K1
254Lansforsakringar Fondforvaltning AB (publ)$463K1
255Provident Investment Management, Inc.$461K1
256Atom Investors LP$458K1
257INTECH INVESTMENT MANAGEMENT LLC$450K1
258LECAP ASSET MANAGEMENT LTD$443K1
259HUB Investment Partners, LLC$434K1
260Meeder Advisory Services, Inc.$425K1
261OMERS ADMINISTRATION Corp$421K1
262Forefront Wealth Partners, LLC$421K1
263COMMONWEALTH EQUITY SERVICES, LLC$418K1
264Fieldview Capital Management, LLC$404K1
265StoneX Group Inc.$401K1
266Johnson Financial Group, Inc.$394K1
267Cresset Asset Management, LLC$393K1
268ASSETMARK, INC$392K1
269DRW Securities, LLC$390K1
270MQS Management LLC$384K1
271Blue Trust, Inc.$384K1
272A&I FINANCIAL SERVICES, LLC$372K1
273SHELTON CAPITAL MANAGEMENT$372K1
274MOORE CAPITAL MANAGEMENT, LP$371K1
275Numerai GP LLC$366K1
276SIGNATUREFD, LLC$361K1
277D.A. DAVIDSON & CO.$356K1
278First National Advisers, LLC$355K1
279B. Metzler seel. Sohn & Co. AG$355K1
280BURNEY CO/$354K1
281Tower Research Capital LLC (TRC)$353K1
282Avior Wealth Management, LLC$352K1
283111 Capital$351K1
284Sowell Financial Services LLC$350K1
285PICTON MAHONEY ASSET MANAGEMENT$347K1
286CIBC Asset Management Inc$345K1
287Cache Advisors, LLC$344K1
288CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$340K1
289Knollwood Investment Advisory, LLC$336K1
290F/m Investments LLC$336K1
291QUADRANT CAPITAL GROUP LLC$331K1
292Counterpoint Mutual Funds LLC$324K1
293Sanctuary Advisors, LLC$323K1
294JOURNEY STRATEGIC WEALTH LLC$321K1
295Linden Thomas Advisory Services, LLC$320K1
296North Dakota State Investment Board$317K1
297Mattson Financial Services, LLC$311K1
298Vident Advisory, LLC$309K1
299Prosperity Consulting Group, LLC$302K1
300EVENTIDE ASSET MANAGEMENT, LLC$292K1
301PROFUND ADVISORS LLC$276K1
302Yorktown Management & Research Co Inc$276K1
303ASR Vermogensbeheer N.V.$275K1
304Westerkirk Capital Inc.$271K1
305CAXTON ASSOCIATES LLP$270K1
306Caitong International Asset Management Co., Ltd$262K1
307MAI Capital Management$262K1
308Compound Planning, Inc.$262K1
309Savant Capital, LLC$260K1
310MIRABELLA FINANCIAL SERVICES LLP$259K1
311Meiji Yasuda Asset Management Co Ltd.$254K1
312WESTPAC BANKING CORP$251K1
313SHAKER INVESTMENTS LLC/OH$227K1
314DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$225K1
315CHOREO, LLC$222K1
316NATIONAL BANK OF CANADA /FI/$217K1
317ELEVATION POINT WEALTH PARTNERS, LLC$215K1
318Vise Technologies, Inc.$214K1
319RETIREMENT GUYS FORMULA LLC$212K1
320BANQUE PICTET & CIE SA$208K1
321TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$205K1
322ANGELES WEALTH MANAGEMENT, LLC$205K1
323Merit Financial Group, LLC$204K1
324Platform Technology Partners$203K1
325Steward Partners Investment Advisory, LLC$197K1
326Allworth Financial LP$193K1
327EXCHANGE TRADED CONCEPTS, LLC$183K1
328State of Wyoming$136K1
329UMB Bank, n.a.$133K1
330NATIXIS$98.5K1
331Arax Advisory Partners$94.6K1
332Leonteq Securities AG$92.7K1
333FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$92.3K1
334Larson Financial Group LLC$84.3K1
335Reyes Financial Architecture, Inc.$67.6K1
336Bayforest Capital Ltd$56.0K1
337Wilmington Savings Fund Society, FSB$55.5K1
338SJS Investment Consulting Inc.$54.8K1
339Banque Cantonale Vaudoise$53.0K1
340True Wealth Design, LLC$51.0K1
341Destiny Wealth Partners, LLC$45.9K1
342Smartleaf Asset Management LLC$36.6K1
343Owl Creek Wealth Partners LLC$36.2K1
344NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$34.7K1
345Truvestments Capital LLC$31.1K1
346Aster Capital Management (DIFC) Ltd$30.6K1
347ALGERT GLOBAL LLC$30.1K1
348STANCE CAPITAL LLC$29.5K1
349BROWN, LISLE/CUMMINGS, INC.$29.5K1
350Mitsubishi UFJ Asset Management Co., Ltd.$29.1K1
351Signature Equity Partners, LLC$28.9K1
352Mirae Asset Global Investments Co., Ltd.$24.5K1
353ELEVATION WEALTH PARTNERS, LLC$22.6K1
354CANADA LIFE ASSURANCE Co$22.3K1
355Geneos Wealth Management Inc.$19.6K1
356Marquette Asset Management, LLC$15.1K1
357Atlantic Union Bankshares Corp$15.1K1
358Parkside Financial Bank & Trust$13.6K1
359Addison Advisors LLC$11.6K1
360ARMSTRONG ADVISORY GROUP, INC$11.1K1
361FARMERS & MERCHANTS INVESTMENTS INC$9.6K1
362Sachetta, LLC$9.3K1
363Penserra Capital Management LLC$9.2K1
364Global X Japan Co., Ltd.$8.4K1
365Physician Wealth Advisors, Inc.$7.9K1
366First Pacific Financial$7.7K1
367Bell Investment Advisors, Inc$7.6K1
368Rakuten Securities, Inc.$7.5K1
369Activest Wealth Management$7.1K1
370NEW YORK STATE TEACHERS RETIREMENT SYSTEM$6.2K1
371SHP Wealth Management$5.8K1
372MV CAPITAL MANAGEMENT, INC.$5.3K1
373HighMark Wealth Management LLC$4.9K1
374Treasurer of the State of North Carolina$4.6K1
375Clearstead Advisors, LLC$4.6K1
376HRT FINANCIAL LP$3.8K1
377Vestcor Inc$3.7K1
378Legacy Wealth Managment, LLC/ID$3.7K1
379Key FInancial Inc$3.7K1
380Elequin Capital, LP$3.6K1
381SouthState Bank Corp$3.4K1
382CVA Family Office, LLC$3.0K1
383THRIVENT FINANCIAL FOR LUTHERANS$2.9K1
384Van Berkom & Associates Inc.$2.6K1
385Retirement Wealth Solutions LLC$2.3K1
386South Dakota Investment Council$2.2K1
387Private Wealth Management Group, LLC$2.1K1
388Intentional Wealth Strategies, LLC$2.0K1
389Manchester Capital Management LLC$2.0K1
390JNBA Financial Advisors$2.0K1
391VAN ECK ASSOCIATES CORP$1.9K1
392Cromwell Holdings LLC$1.9K1
393Pinnacle Wealth Planning Services, Inc.$1.8K1
394Quaker Wealth Management, LLC$1.5K1
395State of Alaska, Department of Revenue$1.4K1
396Prestige Wealth Management Group LLC$1.4K1
397JFS WEALTH ADVISORS, LLC$1.3K1
398Kilter Group LLC$1.2K1
399Westfuller Advisors, LLC$1.2K1
400DekaBank Deutsche Girozentrale$1.2K1
401Rialto Wealth Management, LLC$9991
402JPL Wealth Management, LLC$8881
403FINANCIAL CONSULATE, INC$7771
404CENTRAL TRUST Co$6291
405American Capital Advisory, LLC$6291
406GSA CAPITAL PARTNERS LLP$4561
407KBC Group NV$4111
408TopTier Wealth Management, LLC$3701
409Vermillion Wealth Management, Inc.$3331
410Ankerstar Wealth, LLC$3331
411PARK AVENUE SECURITIES LLC$2311
412Cassaday & Co Wealth Management LLC$2221
413DecisionPoint Financial, LLC$1851
414NFSG Corp$1481
415Seneschal Advisors, LLC$1481
416Employees Retirement System of Texas$1161
4173 FACTOR INDEXING, LLC$1111
418Crewe Advisors LLC$741
419HFM Investment Advisors, LLC$741
420HAZLETT, BURT & WATSON, INC.$201
421Avion Wealth$61
422Capital Advisors, Ltd. LLC$01
423BANK OF NOVA SCOTIA— value not disclosed1
424VANGUARD GROUP INC— value not disclosed1
425MJP ASSOCIATES INC /ADV— value not disclosed1
426HANCOCK WHITNEY CORP— value not disclosed1
427STEPHENS INC /AR/— value not disclosed1
428STATE OF MICHIGAN RETIREMENT SYSTEM— value not disclosed1
429HARBOUR INVESTMENTS, INC.— value not disclosed1
430OPPENHEIMER & CO INC— value not disclosed1
431ROYAL LONDON ASSET MANAGEMENT LTD— value not disclosed1
432NISSAY ASSET MANAGEMENT CORP /JAPAN— value not disclosed1
433BARRETT & COMPANY, INC.— value not disclosed1
434PRUDENTIAL PLC— value not disclosed1
435COMERICA BANK— value not disclosed1
436ACADIAN ASSET MANAGEMENT LLC— value not disclosed1
437CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM— value not disclosed1
438ALERUS FINANCIAL NA— value not disclosed1
439GROUP ONE TRADING LLC— value not disclosed1
440TORONTO DOMINION BANK— value not disclosed1
441VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
442Temasek Holdings (Private) Ltd— value not disclosed1
443INTRUST BANK NA— value not disclosed1
444CIBC WORLD MARKETS CORP— value not disclosed1
445WCM INVESTMENT MANAGEMENT, LLC— value not disclosed1
446Asset Management One Co., Ltd.— value not disclosed1
447EASTERN BANK— value not disclosed1
448AVIVA PLC— value not disclosed1
449CREDIT AGRICOLE S A— value not disclosed1
450NORDEA INVESTMENT MANAGEMENT AB— value not disclosed1
451BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp— value not disclosed1
452REGIONS FINANCIAL CORP— value not disclosed1
453CIBC Private Wealth Group LLC— value not disclosed1
454TimesSquare Capital Management, LLC— value not disclosed1
455RGM Capital, LLC— value not disclosed1
456BBR PARTNERS, LLC— value not disclosed1
457Grantham, Mayo, Van Otterloo & Co. LLC— value not disclosed1
458Orion Porfolio Solutions, LLC— value not disclosed1
459CIM, LLC— value not disclosed1
460NORGES BANK— value not disclosed1
461PRELUDE CAPITAL MANAGEMENT, LLC— value not disclosed1
462Rafferty Asset Management, LLC— value not disclosed1
463PEAK6 LLC— value not disclosed1
464WBI INVESTMENTS, LLC— value not disclosed1
465Sumitomo Mitsui DS Asset Management Company, Ltd— value not disclosed1
466MACQUARIE GROUP LTD— value not disclosed1
467OXFORD ASSET MANAGEMENT LLP— value not disclosed1
468GAM Holding AG— value not disclosed1
469Korea Investment CORP— value not disclosed1
470TWO SIGMA SECURITIES, LLC— value not disclosed1
471IMC-Chicago, LLC— value not disclosed1
472TWO SIGMA ADVISERS, LP— value not disclosed1
473Voleon Capital Management LP— value not disclosed1
474TOKIO MARINE ASSET MANAGEMENT CO LTD— value not disclosed1
475Kessler Investment Group, LLC— value not disclosed1
476Virtu Financial LLC— value not disclosed1
477Skandinaviska Enskilda Banken AB (publ)— value not disclosed1
478Artemis Investment Management LLP— value not disclosed1
479Alphadyne Asset Management LP— value not disclosed1
480Illinois Municipal Retirement Fund— value not disclosed1
481BOOTHBAY FUND MANAGEMENT, LLC— value not disclosed1
482PDT Partners, LLC— value not disclosed1
483Grandeur Peak Global Advisors, LLC— value not disclosed1
484Headlands Technologies LLC— value not disclosed1
485MYDA Advisors LLC— value not disclosed1
486Coronation Fund Managers Ltd.— value not disclosed1
487Metis Global Partners, LLC— value not disclosed1
488New England Research & Management, Inc.— value not disclosed1
489Lighthouse Investment Partners, LLC— value not disclosed1
490ARMISTICE CAPITAL, LLC— value not disclosed1
491FORSTA AP-FONDEN— value not disclosed1
492MARK SHEPTOFF FINANCIAL PLANNING, LLC— value not disclosed1
493Stratos Wealth Partners, LTD.— value not disclosed1
494RFG Advisory, LLC— value not disclosed1
495Teza Capital Management LLC— value not disclosed1
496Darwin Wealth Management, LLC— value not disclosed1
497Mn Services Vermogensbeheer B.V.— value not disclosed1
498Dai-ichi Life Insurance Company, Ltd— value not disclosed1
499IFM Investors Pty Ltd— value not disclosed1
500Diametric Capital, LP— value not disclosed1
Truncated by Public Filings. Every one of the 422 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)−$15.0K to −$1.0K
Filers net (actions)not in build
Filers net ($ 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 DT

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for DT · financials and macro

Financials — as filed PLANNED

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