Public record / Tickers / DVA

DVA — DAVITA INC.†

Both disclosure regimes on one name: who in Congress filed about DVA, 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
14
all PTR rows naming DVA
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
08-05
filed 2026-08-05
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

Julie Johnson · $1.0K–$15.0K

SELL · traded 2025-09-23 → filed 2026-08-05. Ranked over every DVA row by the provable lower bound, never a point estimate.

1 member · 1 buys / 0 sells

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

5 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

4 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. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING DVA · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning DVA
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Julie Johnson D–TX-32SELL JT (jointly owned)Traded 2025-09-23 LATE·316d$1K–$15K
2026-08-05Julie Johnson D–TX-32BUY JT (jointly owned)Traded 2025-09-23 LATE·316d$1K–$15K
2026-07-21Alan Armstrong R–OKBUYTraded 03-27 LATE·116d$1K–$15K
2025-10-07Julie Johnson D–TX-32SELL JT (jointly owned)Traded 09-25 +12d$1K–$15K
2024-01-17Jerry Moran R–KSSELLTraded 2023-12-14 +34d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 14 ↗

Members active in DVA

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing DVA 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.
Alan Armstrong R–OK1$1.0K to $15.0K2

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

Congress ↔ notable managers · DVA

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
2 Alan Armstrong R–OK, Julie Johnson D–TX-32 $2K–$30K
Sellers
1 Julie Johnson D–TX-32 $1K–$15K

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $27.0M held

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

Merged timeline of congressional filings and notable-manager moves on DVA
DateWhoChangeSize
2026-08-05Julie Johnson CongressSELL$1K–$15K
2026-08-05Julie Johnson CongressBUY$1K–$15K
2026-07-21Alan Armstrong CongressBUY$1K–$15K
2026-05-15Gotham Asset Management 13FADD+30,286 sh
2026-05-15Berkshire Hathaway 13FTRIM−1,658,480 sh
2026-05-15Bridgewater Associates 13FTRIM−14,120 sh
2026-05-15Moore Capital Management 13FEXIT−56,354 sh

7 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 DVA for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BERKSHIRE HATHAWAY INC$4.6B1
2BlackRock, Inc.$425M1
3VANGUARD CAPITAL MANAGEMENT LLC$335M1
4MORGAN STANLEY$256M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$227M1
6Invesco Ltd.$226M1
7STATE STREET CORP$208M1
8DIMENSIONAL FUND ADVISORS LP$176M1
9ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$171M1
10GEODE CAPITAL MANAGEMENT, LLC$144M1
11Gates Capital Management, Inc.$111M1
12CITADEL ADVISORS LLC$111M1
13UBS Group AG$100.0M1
14D. E. Shaw & Co., Inc.$77.6M1
15Bank of New York Mellon Corp$70.3M1
16Woodline Partners LP$69.6M1
17NORTHERN TRUST CORP$63.5M1
18AQR CAPITAL MANAGEMENT LLC$62.8M1
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC$59.0M1
20NORDEA INVESTMENT MANAGEMENT AB$58.6M1
21Doma Perpetual Capital Management LLC$48.6M1
22Freestone Grove Partners LP$48.4M1
23JANE STREET GROUP, LLC$47.0M1
24DEUTSCHE BANK AG\$40.3M1
25ROYAL BANK OF CANADA$37.3M1
26WEDGE CAPITAL MANAGEMENT L L P/NC$37.1M1
27BANK OF AMERICA CORP /DE/$37.0M1
28Quantinno Capital Management LP$35.8M1
29Tidal Investments LLC$35.3M1
30TODD ASSET MANAGEMENT LLC$34.2M1
31VANGUARD FIDUCIARY TRUST CO$29.7M1
32RENAISSANCE TECHNOLOGIES LLC$29.1M1
33Gotham Asset Management, LLC$27.0M1
34Allianz Asset Management GmbH$25.4M1
35UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$23.3M1
36Engineers Gate Manager LP$21.7M1
37Amundi$17.7M1
38OSAIC HOLDINGS, INC.$17.6M1
39VICTORY CAPITAL MANAGEMENT INC$17.2M1
40Legal & General Group Plc$15.6M1
41Squarepoint Ops LLC$15.4M1
42SCHRODER INVESTMENT MANAGEMENT GROUP$14.9M1
43Nuveen, LLC$14.8M1
44CANADA PENSION PLAN INVESTMENT BOARD$14.1M1
45BARCLAYS PLC$13.7M1
46Connor, Clark & Lunn Investment Management Ltd.$12.6M1
47CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$12.2M1
48HSBC HOLDINGS PLC$12.1M1
49Swiss National Bank$11.8M1
50Vanguard Global Advisers, LLC$10.7M1
51Man Group plc$10.7M1
52SEI INVESTMENTS CO$10.5M1
53National Philanthropic Trust$9.7M1
54Susquehanna Portfolio Strategies, LLC$9.4M1
55Te Ahumairangi Investment Management Ltd$9.1M1
56MILLENNIUM MANAGEMENT LLC$8.5M1
57Fund 1 Investments, LLC$8.3M1
58STOREBRAND ASSET MANAGEMENT AS$8.3M1
59Corient Private Wealth LLC$8.3M1
60Ranmore Fund Management Ltd$7.7M1
61Quadrature Capital Ltd$7.6M1
62VOLORIDGE INVESTMENT MANAGEMENT, LLC$7.6M1
63TWO SIGMA INVESTMENTS, LP$7.6M1
64Robeco Institutional Asset Management B.V.$7.3M1
65Aquatic Capital Management LLC$7.1M1
66ALLIANCEBERNSTEIN L.P.$7.0M1
67CITIGROUP INC$6.8M1
68SUSQUEHANNA INTERNATIONAL GROUP, LLP$6.7M1
69ARMISTICE CAPITAL, LLC$6.6M1
70Mitsubishi UFJ Trust & Banking Corp$6.4M1
71Inlet Private Wealth, LLC$6.2M1
72Eurizon Capital SGR S.p.A.$6.2M1
73PRINCIPAL FINANCIAL GROUP INC$6.1M1
74GHP Investment Advisors, Inc.$6.1M1
75Mitsubishi UFJ Asset Management Co., Ltd.$6.1M1
76RAYMOND JAMES FINANCIAL INC$6.0M1
77FIFTH THIRD BANCORP$5.9M1
78BANK OF MONTREAL /CAN/$5.9M1
79FIRST TRUST ADVISORS LP$5.8M1
80Janus Henderson Group Ltd.$5.7M1
81FMR LLC$5.6M1
82NATIONAL BANK OF CANADA /FI/$5.5M1
83Jefferies Financial Group Inc.$5.4M1
84Callahan Advisors, LLC$5.4M1
85VANGUARD ASSET MANAGEMENT, Ltd$5.4M1
86Assenagon Asset Management S.A.$5.3M1
87Schonfeld Strategic Advisors LLC$5.2M1
88DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$5.1M1
89STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$5.0M1
90Summit Trail Advisors, LLC$4.9M1
91PFA Pension, Forsikringsaktieselskab$4.9M1
92WELLS FARGO & COMPANY/MN$4.4M1
93NISA INVESTMENT ADVISORS, LLC$4.4M1
94Numerai GP LLC$4.4M1
95NEW YORK STATE COMMON RETIREMENT FUND$4.3M1
96MANUFACTURERS LIFE INSURANCE COMPANY, THE$4.2M1
97FRANKLIN RESOURCES INC$4.0M1
98Qsemble Capital Management, LP$3.6M1
99Point72 Asset Management, L.P.$3.4M1
100WORLDQUANT MILLENNIUM ADVISORS LLC$3.3M1
101CIBC Bancorp USA Inc.$3.3M1
102OCCUDO QUANTITATIVE STRATEGIES LP$3.3M1
103Bridgewater Associates, LP$3.2M1
104FORA Capital, LLC$3.2M1
105STATE OF WISCONSIN INVESTMENT BOARD$3.0M1
106Creative Planning$3.0M1
107Curated Wealth Partners LLC$2.9M1
108LPL Financial LLC$2.8M1
109ExodusPoint Capital Management, LP$2.8M1
110Chevy Chase Trust Holdings, LLC$2.8M1
111BROWN ADVISORY INC$2.7M1
112PEAK6 LLC$2.7M1
113Mariner, LLC$2.6M1
114APG Asset Management N.V.$2.6M1
115Oak Thistle LLC$2.6M1
116AMERIPRISE FINANCIAL INC$2.5M1
117Focus Partners Wealth$2.5M1
118MERCER GLOBAL ADVISORS INC /ADV$2.4M1
119State of New Jersey Common Pension Fund D$2.3M1
120BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2.3M1
121Cannell & Spears LLC$2.3M1
122ROMANO BROTHERS AND COMPANY$2.2M1
123O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.2M1
124Financial Engines Advisors L.L.C.$2.2M1
125Zurcher Kantonalbank (Zurich Cantonalbank)$2.1M1
126HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$2.0M1
127GLOBEFLEX CAPITAL L P$2.0M1
128Taproot Management LP$1.9M1
129LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.9M1
130SIMPLEX TRADING, LLC$1.9M1
131Universal- Beteiligungs- und Servicegesellschaft mbH$1.9M1
132NOMURA HOLDINGS INC$1.9M1
133Quantbot Technologies LP$1.9M1
134COMMONWEALTH EQUITY SERVICES, LLC$1.8M1
135Baird Financial Group, Inc.$1.7M1
136NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$1.7M1
137Wealthfront Advisers LLC$1.7M1
138CONTINENTAL ADVISORS LLC$1.7M1
139PFG Investments, LLC$1.7M1
140Arizona State Retirement System$1.6M1
141CREDIT AGRICOLE S A$1.6M1
142IEQ CAPITAL, LLC$1.6M1
143PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$1.6M1
144ENVESTNET ASSET MANAGEMENT INC$1.6M1
145Urban Wealth Management, LLC$1.5M1
146Vanguard Investments Australia, Ltd.$1.5M1
147Cerity Partners LLC$1.5M1
148PUBLIC SECTOR PENSION INVESTMENT BOARD$1.5M1
149MetLife Investment Management, LLC$1.4M1
150CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$1.4M1
151FOX RUN MANAGEMENT, L.L.C.$1.4M1
152Czech National Bank$1.4M1
153GROUP ONE TRADING LLC$1.4M1
154NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.4M1
155MACKENZIE FINANCIAL CORP$1.4M1
156Martin Capital Advisors, LLP$1.4M1
157MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.3M1
158STATE OF MICHIGAN RETIREMENT SYSTEM$1.3M1
159CIBC Asset Management Inc$1.3M1
160UniSuper Management Pty Ltd$1.3M1
161KLP KAPITALFORVALTNING AS$1.3M1
162LECAP ASSET MANAGEMENT LTD$1.3M1
163Pictet Asset Management Holding SA$1.3M1
164Cetera Investment Advisers$1.2M1
165Pathstone Holdings, LLC$1.2M1
166Point Nemo Capital, LLC$1.2M1
167COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.2M1
168VOYA INVESTMENT MANAGEMENT LLC$1.2M1
169Centiva Capital, LP$1.2M1
170TWO SIGMA SECURITIES, LLC$1.2M1
171Diversified Trust Co$1.2M1
172XPONANCE LLC$1.1M1
173HighTower Advisors, LLC$1.1M1
174Fox Hill Wealth Management$1.1M1
175Mirae Asset Global Investments Co., Ltd.$1.1M1
176Illinois Municipal Retirement Fund$1.1M1
177Financial Strategies Group, Inc.$1.1M1
178Mountain Lake Investment Management LLC$1.1M1
179Retirement Systems of Alabama$1.1M1
180Vanguard Personalized Indexing Management, LLC$1.1M1
181CWM, LLC$1.1M1
182UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.1M1
183Clarkston Capital Partners, LLC$1.1M1
184Kintegral Advisory, LLC$1.1M1
185WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.0M1
186Kesler, Norman & Wride, LLC$1.0M1
187EXCHANGE TRADED CONCEPTS, LLC$1.0M1
188CONTRAVISORY INVESTMENT MANAGEMENT, INC.$1.0M1
189TEACHER RETIREMENT SYSTEM OF TEXAS$1.0M1
190MISSION WEALTH MANAGEMENT, LP$1.0M1
191Federation des caisses Desjardins du Quebec$989K1
192COMMERCE BANK$984K1
193DANSKE BANK A/S$968K1
194Advisors Asset Management, Inc.$955K1
195TD ASSET MANAGEMENT INC$895K1
196Camelot Portfolios, LLC$891K1
197Swiss Life Asset Management Ltd$878K1
198YOUSIF CAPITAL MANAGEMENT, LLC$878K1
199DENALI ADVISORS LLC$867K1
200DELTA FINANCIAL ADVISORS LLC$858K1
201Invst, LLC$851K1
202Lighthouse Investment Partners, LLC$833K1
203RITHOLTZ WEALTH MANAGEMENT$828K1
204Bridgefront Capital, LLC$827K1
205Perbak Capital Partners LLP$823K1
206ProShare Advisors LLC$809K1
207DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$806K1
208TORONTO DOMINION BANK$794K1
209STIFEL FINANCIAL CORP$791K1
210Gladstone Institutional Advisory LLC$775K1
211Radnor Capital Management, LLC$738K1
212NEOS Investment Management LLC$733K1
213Savant Capital, LLC$721K1
214IQ EQ FUND MANAGEMENT (IRELAND) Ltd$707K1
215Brooklyn Investment Group$690K1
216JOHNSON INVESTMENT COUNSEL INC$685K1
217Ethic Inc.$681K1
218SEB Asset Management AB$658K1
219IMC-Chicago, LLC$648K1
220ARS Wealth Advisors Group, LLC$630K1
221AVIVA PLC$630K1
222M&T BANK CORP$627K1
223Tower Research Capital LLC (TRC)$619K1
224AMERICAN CENTURY COMPANIES INC$615K1
225OREGON PUBLIC EMPLOYEES RETIREMENT FUND$588K1
226MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$547K1
227TRUIST FINANCIAL CORP$547K1
228Sage Investment Counsel LLC$546K1
229CAPSTONE INVESTMENT ADVISORS, LLC$508K1
230Empowered Funds, LLC$506K1
231Cresset Asset Management, LLC$498K1
232Prospera Financial Services Inc$484K1
233AIGEN INVESTMENT MANAGEMENT, LP$471K1
234BOOTHBAY FUND MANAGEMENT, LLC$468K1
235Laird Norton Wetherby Trust Company, LLC$464K1
236Steward Partners Investment Advisory, LLC$462K1
237Watershed Asset Management, L.L.C.$462K1
238Performance Wealth Partners, LLC$461K1
239DECISION INVESTMENTS, INC$458K1
240NATIXIS$445K1
241Chicago Partners Investment Group LLC$440K1
242NWF Advisory Services Inc.$436K1
243US BANCORP \DE\$434K1
244AVALON CAPITAL MANAGEMENT$432K1
245Daiwa Securities Group Inc.$418K1
246State of Wyoming$413K1
247Sequoia Financial Advisors, LLC$404K1
248Beverly Hills Private Wealth, LLC$402K1
249Crossmark Global Holdings, Inc.$400K1
250Edgestream Partners, L.P.$398K1
251Rafferty Asset Management, LLC$396K1
252EVERGREEN CAPITAL MANAGEMENT LLC$382K1
253Value Investment Professionals, LLC$377K1
254WELLINGTON MANAGEMENT GROUP LLP$365K1
255Smith Group Asset Management, LLC$362K1
256Lido Advisors, LLC$361K1
257Atria Investments, Inc$359K1
258OMERS ADMINISTRATION Corp$351K1
259Heartland Bank & Trust Co$351K1
260BANK OF NOVA SCOTIA$350K1
261Beacon Pointe Advisors, LLC$348K1
262Andrew Hill Investment Advisors, Inc.$348K1
263Dynamic Advisor Solutions LLC$343K1
264ACORN FINANCIAL ADVISORY SERVICES INC /ADV$337K1
265Ensign Peak Advisors, Inc$336K1
266Orion Porfolio Solutions, LLC$333K1
267QUADRANT CAPITAL GROUP LLC$331K1
268E Fund Management Co., Ltd.$328K1
269Checchi Capital Advisers, LLC$325K1
270VARCOV Co.$322K1
271Norinchukin Bank, The$318K1
272Empirical Finance, LLC$313K1
273Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$313K1
274MIZUHO SECURITIES USA LLC$310K1
275DnB Asset Management AS$310K1
276Aviance Capital Partners, LLC$307K1
277GATEWAY INVESTMENT ADVISERS LLC$307K1
278denkapparat Operations GmbH$298K1
279HARTFORD INVESTMENT MANAGEMENT CO$295K1
280HB Wealth Management, LLC$293K1
281Wedmont Private Capital$293K1
282PATTON FUND MANAGEMENT, INC.$290K1
283Verition Fund Management LLC$289K1
284Utah Retirement Systems$286K1
285Maryland State Retirement & Pension System$286K1
286NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$283K1
287Concurrent Investment Advisors, LLC$280K1
288Focus Partners Advisor Solutions, LLC$280K1
289MML INVESTORS SERVICES, LLC$279K1
290Lifeworks Advisors, LLC$278K1
291Sterling Capital Management LLC$277K1
292Sumitomo Mitsui Trust Group, Inc.$272K1
293Lombard Odier Asset Management (USA) Corp$270K1
294GREENLEAF TRUST$270K1
295Sanctuary Advisors, LLC$270K1
296Merit Financial Group, LLC$269K1
297Farringdon Capital, Ltd.$266K1
298BNP Paribas Asset Management Holding S.A.$265K1
299Applied Finance Capital Management, LLC$264K1
300COLDSTREAM CAPITAL MANAGEMENT INC$262K1
301Vident Advisory, LLC$261K1
302Aberdeen Group plc$261K1
303KEYBANK NATIONAL ASSOCIATION/OH$261K1
304Callan Family Office, LLC$258K1
305Frec Markets, Inc.$257K1
306111 Capital$257K1
307ARISTEIA CAPITAL, L.L.C.$255K1
308Brevan Howard Capital Management LP$251K1
309Allspring Global Investments Holdings, LLC$251K1
310D.A. DAVIDSON & CO.$251K1
311MAI Capital Management$250K1
312PANAGORA ASSET MANAGEMENT INC$248K1
313Deseret Mutual Benefit Administrators$246K1
314Clearstead Advisors, LLC$243K1
315Kingsview Wealth Management, LLC$234K1
316Cinctive Capital Management LP$233K1
317Moran Wealth Management, LLC$232K1
318DOPKINS WEALTH MANAGEMENT, LLC$231K1
319Peregrine Asset Advisers, Inc.$231K1
320WINTON GROUP Ltd$231K1
321COOKSON PEIRCE & CO INC$227K1
322Kera Capital Partners, Inc.$218K1
323SAGE RHINO CAPITAL LLC$218K1
324Apollon Wealth Management, LLC$217K1
325CHOREO, LLC$213K1
326Twin Tree Management, LP$212K1
327Fielder Capital Group LLC$211K1
328MUFG Securities EMEA plc$210K1
329BEESE FULMER INVESTMENT MANAGEMENT, INC.$209K1
330DRW Securities, LLC$208K1
331WADDELL & ASSOCIATES, LLC$207K1
332NOMURA ASSET MANAGEMENT CO LTD$206K1
333Baker Avenue Asset Management, LP$202K1
334Asset Management One Co., Ltd.$189K1
335Bayforest Capital Ltd$178K1
336MACQUARIE GROUP LTD$169K1
337Allworth Financial LP$165K1
338Rockefeller Capital Management L.P.$164K1
339MATHER GROUP, LLC.$158K1
340PICTON MAHONEY ASSET MANAGEMENT$155K1
341Neo Ivy Capital Management$146K1
342LSV ASSET MANAGEMENT$143K1
343MUFG SECURITIES AMERICAS INC.$142K1
344SECURIAN ASSET MANAGEMENT, INC$138K1
345Smartleaf Asset Management LLC$117K1
346Blue Trust, Inc.$101K1
347Quarry LP$95.1K1
348SIGNATUREFD, LLC$91.4K1
349CENTRAL TRUST Co$79.8K1
350Cassaday & Co Wealth Management LLC$78.7K1
351SUMMIT SECURITIES GROUP LLC$77.6K1
352DUNCKER STREETT & CO INC$69.2K1
353Resona Asset Management Co.,Ltd.$68.4K1
354SBI Securities Co., Ltd.$63.0K1
355MARK SHEPTOFF FINANCIAL PLANNING, LLC$62.8K1
356Aster Capital Management (DIFC) Ltd$61.0K1
357SJS Investment Consulting Inc.$58.1K1
358Larson Financial Group LLC$55.9K1
359Parkside Financial Bank & Trust$53.5K1
360Leonteq Securities AG$53.2K1
361OSSIAM$51.0K1
362Ameritas Investment Partners, Inc.$50.1K1
363TD Waterhouse Canada Inc.$48.9K1
364Cromwell Holdings LLC$47.0K1
365UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$45.3K1
366HRT FINANCIAL LP$44.2K1
367ELEVATION WEALTH PARTNERS, LLC$41.7K1
368KBC Group NV$39.5K1
369TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$34.6K1
370PETERSON WEALTH MANAGEMENT$30.7K1
371CVA Family Office, LLC$28.0K1
372UMB Bank, n.a.$25.1K1
373Pinnacle Wealth Planning Services, Inc.$24.4K1
374TEMA ETFS LLC$24.0K1
375Annis Gardner Whiting Capital Advisors, LLC$21.8K1
376FEDERATED HERMES, INC.$21.5K1
377Westside Investment Management, Inc.$19.5K1
378Coastline Trust Co$19.2K1
379Caitong International Asset Management Co., Ltd$17.2K1
380True Wealth Design, LLC$17.1K1
381ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$16.9K1
382Private Wealth Management Group, LLC$16.9K1
383Arax Advisory Partners$16.3K1
384Costello Asset Management, INC$15.4K1
385Triumph Capital Management$14.8K1
386Strengthening Families & Communities, LLC$14.4K1
387CYBER HORNET ETFs LLC$14.4K1
388ASSETMARK, INC$14.1K1
389Destiny Wealth Partners, LLC$13.1K1
390PRIVATE TRUST CO NA$11.7K1
391Bank of New Hampshire$11.5K1
392SALEM INVESTMENT COUNSELORS INC$11.1K1
393ACADIAN ASSET MANAGEMENT LLC$10.5K1
394Physician Wealth Advisors, Inc.$9.5K1
395Anfield Capital Management, LLC$8.3K1
396Manchester Capital Management LLC$7.7K1
397Prestige Wealth Management Group LLC$7.4K1
398Grove Bank & Trust$7.4K1
399MV CAPITAL MANAGEMENT, INC.$6.9K1
400Owl Creek Wealth Partners LLC$6.8K1
401Millstone Evans Group, LLC$6.8K1
402Stolper Co$6.6K1
403Sachetta, LLC$6.1K1
404WPG Advisers, LLC$6.1K1
405JFS WEALTH ADVISORS, LLC$5.8K1
406NEW YORK STATE TEACHERS RETIREMENT SYSTEM$5.8K1
407FARMERS & MERCHANTS INVESTMENTS INC$4.8K1
408Keating Financial Advisory Services, Inc.$4.3K1
409JPL Wealth Management, LLC$3.7K1
410Bell Investment Advisors, Inc$3.2K1
411Rialto Wealth Management, LLC$3.2K1
412BOYD WATTERSON ASSET MANAGEMENT LLC/OH$2.8K1
413Inspire Investing, LLC$2.6K1
414N.E.W. Advisory Services LLC$2.6K1
415Abound Wealth Management$2.5K1
416Treasurer of the State of North Carolina$2.3K1
417DekaBank Deutsche Girozentrale$2.2K1
418DiNuzzo Private Wealth, Inc.$2.0K1
419CANADA LIFE ASSURANCE Co$2.0K1
420Burk Holdings LLC$1.8K1
421Jackson Creek Investment Advisors LLC$1.4K1
422Johnson Financial Group, Inc.$1.2K1
423TFC Financial Management, Inc.$1.2K1
424Spire Wealth Management$1.2K1
425Activest Wealth Management$1.2K1
426Clayton Financial Group LLC$1.2K1
427MidFirst Bank$1.2K1
428AMALGAMATED BANK$1.1K1
429Transamerica Financial Advisors, LLC$1.1K1
430ALGERT GLOBAL LLC$9361
431SouthState Bank Corp$9231
432Vestcor Inc$9071
433WOLFF WIESE MAGANA LLC$7691
434Vermillion Wealth Management, Inc.$7681
435HFM Investment Advisors, LLC$7681
436ASO GROUP Ltd$6591
437State of Alaska, Department of Revenue$5061
438Quaker Wealth Management, LLC$4621
439Arlington Trust Co LLC$4611
440CX Institutional$3541
441STEVENS CAPITAL MANAGEMENT LP$3381
442Harvest Fund Management Co., Ltd$3251
443American Capital Advisory, LLC$3081
444Seneschal Advisors, LLC$3081
445Nemes Rush Group LLC$3071
446SoundView Advisors Inc.$2711
447Claret Asset Management Corp$2481
448THRIVENT FINANCIAL FOR LUTHERANS$2051
449Walleye Capital LLC$1541
450SHP Wealth Management$1541
451BARTLETT & CO. WEALTH MANAGEMENT LLC$1541
452Kilter Group LLC$1541
453NKCFO LLC$751
454Employees Retirement System of Texas$531
455Capital Advisors, Ltd. LLC$151
456Capital Analysts, LLC$11
457Avion Wealth$01
458VANGUARD GROUP INC— value not disclosed1
459GLENMEDE TRUST CO NA— value not disclosed1
460HARBOUR INVESTMENTS, INC.— value not disclosed1
461HOWARD HUGHES MEDICAL INSTITUTE— value not disclosed1
462ROYAL LONDON ASSET MANAGEMENT LTD— value not disclosed1
463GODSEY & GIBB, INC— value not disclosed1
464COMERICA BANK— value not disclosed1
465BLAIR WILLIAM & CO/IL— value not disclosed1
4661832 Asset Management L.P.— value not disclosed1
467SHELTON CAPITAL MANAGEMENT— value not disclosed1
468VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
469DEERFIELD MANAGEMENT COMPANY, L.P.— value not disclosed1
470ARCADIA INVESTMENT MANAGEMENT CORP/MI— value not disclosed1
471ING GROEP NV— value not disclosed1
472CIBC WORLD MARKETS CORP— value not disclosed1
473CHILTON CAPITAL MANAGEMENT LLC— value not disclosed1
474ROVIN CAPITAL /UT/ /ADV— value not disclosed1
475SIG BROKERAGE, LP— value not disclosed1
476PRUDENTIAL FINANCIAL INC— value not disclosed1
477FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.— value not disclosed1
478CIBC Private Wealth Group LLC— value not disclosed1
479GSA CAPITAL PARTNERS LLP— value not disclosed1
480NORGES BANK— value not disclosed1
481Boston Partners— value not disclosed1
482Walleye Trading LLC— value not disclosed1
483OXFORD ASSET MANAGEMENT LLP— value not disclosed1
484INTACT INVESTMENT MANAGEMENT INC.— value not disclosed1
485MOORE CAPITAL MANAGEMENT, LP— value not disclosed1
486TWO SIGMA ADVISERS, LP— value not disclosed1
487Virtu Financial LLC— value not disclosed1
488Skandinaviska Enskilda Banken AB (publ)— value not disclosed1
489Dynamic Technology Lab Private Ltd— value not disclosed1
490Capula Management Ltd— value not disclosed1
491Sippican Capital Advisors— value not disclosed1
492BTG Pactual Asset Management US LLC— value not disclosed1
493LMR Partners LLP— value not disclosed1
494Vontobel Holding Ltd.— value not disclosed1
495NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC— value not disclosed1
496Trexquant Investment LP— value not disclosed1
497Versor Investments LP— value not disclosed1
498Legacy Bridge, LLC— value not disclosed1
499Meridian Wealth Management, LLC— value not disclosed1
500Redwood Investment Management, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 457 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)1 buy / 0 sell
Congress net ($ bound)$1.0K 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 DVA

RETAINED WINDOW · ACTIVE HITS
Signal hits naming DVA
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2 hits

Every rule, with its definition →

Planned modules for DVA · financials and macro

Financials — as filed PLANNED

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