Public record / Tickers / EGP

EGP — EASTGROUP PROPERTIES INC†

Both disclosure regimes on one name: who in Congress filed about EGP, 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 EGP
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
04-27
filed 2020-04-27
13F holders
408
top-408 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

Donna E. Shalala · $1.0K–$15.0K

SELL · traded 2019-02-20 → filed 2020-04-27. Ranked over every EGP row by the provable lower bound, never a point estimate.

No member disclosed EGP in the trailing 12 months

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

1 row 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

No dated EGP rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING EGP · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning EGP
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2020-04-27Donna E. Shalala D–FL-27SELLTraded 2019-02-20 LATE·432d$1K–$15K
2019-04-15Van Taylor R–TX-3SELL SP (spouse-owned)Traded 03-25 +21d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 2 ↗

Members active in EGP

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

No member disclosed EGP in the trailing 12 months.

Congress ↔ notable managers · EGP

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 $23.2M held
Trimming
0 — $0 held

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

Merged timeline of congressional filings and notable-manager moves on EGP
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+68,668 sh

1 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 EGP for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$1.3B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$848M1
3STATE STREET CORP$487M1
4VANGUARD CAPITAL MANAGEMENT LLC$445M1
5PRINCIPAL FINANCIAL GROUP INC$431M1
6Boston Partners$241M1
7Nuveen, LLC$236M1
8MORGAN STANLEY$212M1
9Daiwa Securities Group Inc.$163M1
10Invesco Ltd.$157M1
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC$150M1
12DIMENSIONAL FUND ADVISORS LP$148M1
13RAYMOND JAMES FINANCIAL INC$127M1
14NORTHERN TRUST CORP$100M1
15FMR LLC$97.5M1
16Quantinno Capital Management LP$92.8M1
17DEUTSCHE BANK AG\$83.7M1
18BANK OF AMERICA CORP /DE/$79.8M1
19MILLENNIUM MANAGEMENT LLC$72.4M1
20UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$71.9M1
21Alyeska Investment Group, L.P.$69.7M1
22EARNEST PARTNERS LLC$61.3M1
23VANGUARD FIDUCIARY TRUST CO$61.2M1
24Legal & General Group Plc$53.8M1
25Universal- Beteiligungs- und Servicegesellschaft mbH$51.7M1
26MANUFACTURERS LIFE INSURANCE COMPANY, THE$50.4M1
27BROWN ADVISORY INC$50.1M1
28EVENTIDE ASSET MANAGEMENT, LLC$43.6M1
29WELLINGTON MANAGEMENT GROUP LLP$37.3M1
30ADAGE CAPITAL PARTNERS GP, L.L.C.$37.0M1
31SCHRODER INVESTMENT MANAGEMENT GROUP$36.9M1
32SEI INVESTMENTS CO$36.8M1
33AMERICAN CENTURY COMPANIES INC$36.8M1
34Hudson Bay Capital Management LP$36.6M1
35UBS Group AG$33.8M1
36Ceredex Value Advisors LLC$33.4M1
37PALISADE CAPITAL MANAGEMENT, LP$32.8M1
38WESTWOOD HOLDINGS GROUP INC$32.4M1
39ENVESTNET ASSET MANAGEMENT INC$29.0M1
40HSBC HOLDINGS PLC$28.9M1
41FRANKLIN RESOURCES INC$28.0M1
42VOLORIDGE INVESTMENT MANAGEMENT, LLC$28.0M1
43WELLS FARGO & COMPANY/MN$26.3M1
44ProShare Advisors LLC$26.0M1
45Curi Capital, LLC$24.8M1
46Gotham Asset Management, LLC$23.2M1
47WCM INVESTMENT MANAGEMENT, LLC$20.8M1
48Swiss National Bank$19.5M1
49Corient Private Wealth LLC$18.5M1
50CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$17.4M1
51FIL Ltd$16.8M1
52Asset Management One Co., Ltd.$16.5M1
53PRUDENTIAL FINANCIAL INC$15.9M1
54BAMCO INC /NY/$15.7M1
55NOMURA ASSET MANAGEMENT CO LTD$15.6M1
56Mitsubishi UFJ Trust & Banking Corp$14.7M1
57Hazelview Securities Inc.$14.6M1
58CITIGROUP INC$14.6M1
59STATE OF WISCONSIN INVESTMENT BOARD$14.2M1
60Montanaro Asset Management Ltd$14.0M1
61ALLIANCEBERNSTEIN L.P.$13.4M1
62Allianz Asset Management GmbH$13.3M1
63Creative Planning$13.3M1
64Retirement Systems of Alabama$12.1M1
65Pathstone Holdings, LLC$12.1M1
66TWO SIGMA INVESTMENTS, LP$11.9M1
67BNP Paribas Asset Management Holding S.A.$11.3M1
68Tidal Investments LLC$11.1M1
69Aptus Capital Advisors, LLC$10.3M1
70Zurcher Kantonalbank (Zurich Cantonalbank)$9.4M1
71Channing Capital Management, LLC$9.0M1
72Vanguard Investments Australia, Ltd.$9.0M1
73VANGUARD ASSET MANAGEMENT, Ltd$8.9M1
74CHILTON CAPITAL MANAGEMENT LLC$8.6M1
75STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$8.2M1
76State of New Jersey Common Pension Fund D$8.1M1
77Janus Henderson Group Ltd.$8.0M1
78Mitsubishi UFJ Asset Management Co., Ltd.$8.0M1
79HEARTLAND ADVISORS INC$7.9M1
80Sophron Capital Management L.P.$7.8M1
81AQR CAPITAL MANAGEMENT LLC$7.5M1
82Emerald Investment Advisers, LLC$7.1M1
83ROYAL BANK OF CANADA$7.0M1
84BAR HARBOR WEALTH MANAGEMENT$7.0M1
85COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$6.9M1
86TRUSTMARK BANK TRUST DEPARTMENT$6.8M1
87MERCER GLOBAL ADVISORS INC /ADV$6.3M1
88MACQUARIE GROUP LTD$5.9M1
89Amundi$5.4M1
90Verition Fund Management LLC$5.2M1
91TRILLIUM ASSET MANAGEMENT, LLC$5.1M1
92LPL Financial LLC$4.8M1
93SANDLER CAPITAL MANAGEMENT$4.8M1
94Lighthouse Investment Partners, LLC$4.7M1
95Castellan Group$4.4M1
96Resona Asset Management Co.,Ltd.$4.3M1
97FIRST TRUST ADVISORS LP$4.3M1
98SummitTX Capital, L.P.$4.0M1
99Vanguard Global Advisers, LLC$4.0M1
100Advisors Asset Management, Inc.$3.9M1
101Schonfeld Strategic Advisors LLC$3.8M1
102MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.8M1
103Susquehanna Portfolio Strategies, LLC$3.8M1
104Focus Partners Wealth$3.7M1
105Aberdeen Group plc$3.4M1
106OPPENHEIMER ASSET MANAGEMENT INC.$3.3M1
107Taproot Management LP$3.3M1
108Man Group plc$3.1M1
109Bayhunt Capital LLC$3.1M1
110Cetera Investment Advisers$3.0M1
111Ameritas Investment Partners, Inc.$2.9M1
112Arizona State Retirement System$2.7M1
113Edgestream Partners, L.P.$2.7M1
114WESTPAC BANKING CORP$2.6M1
115Summit Trail Advisors, LLC$2.6M1
116Metis Global Partners, LLC$2.6M1
117STATE OF MICHIGAN RETIREMENT SYSTEM$2.4M1
118CIBC Bancorp USA Inc.$2.3M1
119Sound Financial Strategies Group, LLC$2.3M1
120New Age Alpha Advisors, LLC$2.3M1
121Sumitomo Mitsui DS Asset Management Company, Ltd$2.2M1
122NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.2M1
123M&T BANK CORP$2.2M1
124XTX Topco Ltd$2.2M1
125Hilton Capital Management, LLC$2.2M1
126STIFEL FINANCIAL CORP$2.2M1
127Holocene Advisors, LP$2.2M1
128GUGGENHEIM CAPITAL LLC$2.1M1
129UniSuper Management Pty Ltd$2.0M1
130OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.0M1
131LAZARD ASSET MANAGEMENT LLC$1.9M1
132TRUIST FINANCIAL CORP$1.8M1
133Cerity Partners LLC$1.8M1
134Federation des caisses Desjardins du Quebec$1.8M1
135TD ASSET MANAGEMENT INC$1.8M1
136NEOS Investment Management LLC$1.8M1
137Sequoia Financial Advisors, LLC$1.7M1
138DigitalBridge Group, Inc.$1.6M1
139Pictet Asset Management Holding SA$1.6M1
140IFM Investors Pty Ltd$1.6M1
141TEACHER RETIREMENT SYSTEM OF TEXAS$1.6M1
142Caprock Group, LLC$1.6M1
143NISSAY ASSET MANAGEMENT CORP /JAPAN$1.6M1
144VICTORY CAPITAL MANAGEMENT INC$1.5M1
145FIRST NATIONAL BANK OF OMAHA$1.5M1
146Horst & Graben Wealth Management LLC$1.5M1
147FJ Capital Management LLC$1.5M1
148BANK OF MONTREAL /CAN/$1.5M1
149Orion Porfolio Solutions, LLC$1.4M1
150Hardin Capital Partners, LLC$1.4M1
151Convergence Investment Partners, LLC$1.4M1
152VARCOV Co.$1.4M1
153Paralel Advisors LLC$1.4M1
154Westover Capital Advisors, LLC$1.3M1
155FEDERATED HERMES, INC.$1.3M1
156&PARTNERS$1.3M1
157Inscription Capital, LLC$1.3M1
158EXCHANGE TRADED CONCEPTS, LLC$1.3M1
159DUFF & PHELPS INVESTMENT MANAGEMENT CO$1.2M1
160Allworth Financial LP$1.2M1
161XPONANCE LLC$1.2M1
162Atria Investments, Inc$1.2M1
163L. Roy Papp & Associates, LLP$1.2M1
164Aurora Investment Counsel$1.1M1
165Squarepoint Ops LLC$1.1M1
166Moran Wealth Management, LLC$1.1M1
167WORLDQUANT MILLENNIUM ADVISORS LLC$1.0M1
168Crossmark Global Holdings, Inc.$1.0M1
169QUADRANT CAPITAL GROUP LLC$975K1
170MML INVESTORS SERVICES, LLC$928K1
171EP Wealth Advisors, LLC$914K1
172ARBOR CAPITAL MANAGEMENT INC /ADV$913K1
173F/m Investments LLC$889K1
174Envestnet Portfolio Solutions, Inc.$878K1
175WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$877K1
176Chicago Partners Investment Group LLC$873K1
177UNITED CAPITAL FINANCIAL ADVISORS, LLC$856K1
178O'SHAUGHNESSY ASSET MANAGEMENT, LLC$849K1
179NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$847K1
180HighTower Advisors, LLC$847K1
181VOYA INVESTMENT MANAGEMENT LLC$837K1
182Ensign Peak Advisors, Inc$822K1
183FIRST CITIZENS BANK & TRUST CO$805K1
184Sanctuary Advisors, LLC$794K1
185AE Wealth Management LLC$761K1
186Concurrent Investment Advisors, LLC$757K1
187Vident Advisory, LLC$737K1
188SECURIAN ASSET MANAGEMENT, INC$730K1
189Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$726K1
190US BANCORP \DE\$724K1
191U.S. Capital Wealth Advisors, LLC$721K1
192Hennion & Walsh Asset Management, Inc.$711K1
193Baker Avenue Asset Management, LP$689K1
194OSAIC HOLDINGS, INC.$688K1
195waypoint wealth counsel$665K1
196Vanguard Personalized Indexing Management, LLC$656K1
197HUNTINGTON NATIONAL BANK$648K1
198JOHNSON INVESTMENT COUNSEL INC$643K1
199New Perspectives, Inc$636K1
200Cambria Investment Management, L.P.$633K1
201Forvis Mazars Wealth Advisors, LLC$619K1
202Kera Capital Partners, Inc.$605K1
203Swiss Life Asset Management Ltd$601K1
204HUB Investment Partners, LLC$599K1
205Apollon Financial, LLC$593K1
206PANAGORA ASSET MANAGEMENT INC$592K1
207MISSION WEALTH MANAGEMENT, LP$580K1
208Tower Research Capital LLC (TRC)$576K1
209LDR Capital Management LLC$560K1
210OneAscent Investment Solutions LLC$554K1
211Legacy Wealth Asset Management, LLC$528K1
212Utah Retirement Systems$520K1
213Mirae Asset Global Investments Co., Ltd.$519K1
214DoubleLine ETF Adviser LP$510K1
215PDS Planning, Inc$509K1
216AEW CAPITAL MANAGEMENT L P$493K1
217FIFTH THIRD BANCORP$483K1
218LECAP ASSET MANAGEMENT LTD$476K1
219Maryland State Retirement & Pension System$469K1
220TRITONPOINT WEALTH, LLC$467K1
221BLAIR WILLIAM & CO/IL$464K1
222Founders Financial Alliance, LLC$456K1
223AZZAD ASSET MANAGEMENT INC /ADV$453K1
224Inspire Investing, LLC$443K1
225Norinchukin Bank, The$437K1
226Enclave Advisors LLC$434K1
227FOCUSED ALPHA, LLC$429K1
228CHOREO, LLC$423K1
229Abel Hall, LLC$416K1
230Cyndeo Wealth Partners, LLC$407K1
231UMB Bank, n.a.$404K1
232NewEdge Wealth, LLC$392K1
233CWM, LLC$388K1
234First National Advisers, LLC$377K1
235AlphaCore Capital LLC$376K1
236Vestmark Advisory Solutions, Inc.$375K1
237COLDSTREAM CAPITAL MANAGEMENT INC$373K1
238Beacon Pointe Advisors, LLC$372K1
239EVERGREEN CAPITAL MANAGEMENT LLC$371K1
240Diversified Trust Co$369K1
241ELEVATION POINT WEALTH PARTNERS, LLC$365K1
242KEYBANK NATIONAL ASSOCIATION/OH$356K1
243Optas, LLC$355K1
244REGIONS FINANCIAL CORP$350K1
245Quadrature Capital Ltd$347K1
246Aster Capital Management (DIFC) Ltd$346K1
247Graham Capital Management, L.P.$334K1
248SHELTON CAPITAL MANAGEMENT$328K1
249HB Wealth Management, LLC$326K1
250Rockefeller Capital Management L.P.$319K1
251World Investment Advisors$317K1
252Legacy Wealth Management, LLC / MS$306K1
253CIBC Asset Management Inc$304K1
254BankPlus Wealth Management LLC$303K1
255BOOTHBAY FUND MANAGEMENT, LLC$303K1
256CANADA PENSION PLAN INVESTMENT BOARD$296K1
257Perpetual Ltd$289K1
258Ballentine Partners, LLC$288K1
259North Dakota State Investment Board$286K1
260D.A. DAVIDSON & CO.$284K1
261Callan Family Office, LLC$283K1
262Waverly Advisors, LLC$276K1
263OneAscent Financial Services LLC$271K1
264COMMONWEALTH EQUITY SERVICES, LLC$268K1
265Phillips Wealth Planners LLC$265K1
266RENAISSANCE GROUP LLC$262K1
267FULTON BANK, N.A.$257K1
268SeaCrest Wealth Management, LLC$255K1
269OneAscent Wealth Management LLC$252K1
270Oxbow Advisors, LLC$250K1
271Copeland Capital Management, LLC$246K1
272HM PAYSON & CO$241K1
273SAGESPRING WEALTH PARTNERS, LLC$238K1
274Safe Harbor Family Capital, LLC$234K1
275Element Wealth, LLC$231K1
276Meiji Yasuda Asset Management Co Ltd.$227K1
277Merit Financial Group, LLC$226K1
278PGIM Custom Harvest LLC$223K1
279PROFUND ADVISORS LLC$221K1
280STEPHENS INC /AR/$220K1
281Frec Markets, Inc.$219K1
282Savant Capital, LLC$218K1
283Leo Wealth, LLC$216K1
284Cornerstone Wealth Group, LLC$214K1
285Eurizon Capital SGR S.p.A.$214K1
286Platform Technology Partners$210K1
287HANCOCK WHITNEY CORP$210K1
288First Eagle Investment Management, LLC$209K1
289MGO ONE SEVEN LLC$208K1
290Van Hulzen Asset Management, LLC$207K1
291PEDDOCK CAPITAL ADVISORS, LLC$202K1
292WOODMONT INVESTMENT COUNSEL LLC$202K1
293JOURNEY STRATEGIC WEALTH LLC$201K1
294American Capital Advisory, LLC$192K1
295BARRETT & COMPANY, INC.$157K1
296NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$157K1
297MONTAG A & ASSOCIATES INC$129K1
298Clearstead Advisors, LLC$126K1
299ASSETMARK, INC$111K1
300Hilltop National Bank$110K1
301Freestone Grove Partners LP$109K1
302SIGNATUREFD, LLC$107K1
303NFJ INVESTMENT GROUP, LLC$104K1
304Larson Financial Group LLC$91.4K1
305Elevated Capital Advisors, LLC$59.6K1
306Global X Japan Co., Ltd.$55.5K1
307SJS Investment Consulting Inc.$49.6K1
308DELTA ASSET MANAGEMENT LLC/TN$46.3K1
309Avalon Trust Co$46.1K1
310ELEVATION WEALTH PARTNERS, LLC$43.5K1
311Spire Wealth Management$41.8K1
312Glen Eagle Advisors, LLC$39.2K1
313MATHER GROUP, LLC.$38.7K1
314State of Wyoming$38.1K1
315Smartleaf Asset Management LLC$36.5K1
316True Wealth Design, LLC$34.8K1
317Parkside Financial Bank & Trust$32.9K1
318CENTRAL TRUST Co$31.1K1
319CANADA LIFE ASSURANCE Co$21.9K1
320Gillson Capital LP$21.2K1
321Blue Trust, Inc.$21.1K1
322Geneos Wealth Management Inc.$18.8K1
323MAI Capital Management$15.0K1
324Acumen Wealth Advisors, LLC$13.3K1
325Keating Financial Advisory Services, Inc.$11.8K1
326WPG Advisers, LLC$10.4K1
327Bell Investment Advisors, Inc$9.6K1
328Dogwood Wealth Management LLC$9.6K1
329Steward Partners Investment Advisory, LLC$8.9K1
330Frazier Financial Advisors, LLC$6.3K1
331State of Alaska, Department of Revenue$5.9K1
332DekaBank Deutsche Girozentrale$5.2K1
333Bayforest Capital Ltd$5.2K1
334THRIVENT FINANCIAL FOR LUTHERANS$4.7K1
335NATIXIS ADVISORS, LLC$4.5K1
336Physician Wealth Advisors, Inc.$4.4K1
337Treasurer of the State of North Carolina$4.2K1
338ALBION FINANCIAL GROUP /UT$4.1K1
339WOLFF WIESE MAGANA LLC$3.5K1
340Marquette Asset Management, LLC$3.0K1
341Arax Advisory Partners$2.8K1
342TD Waterhouse Canada Inc.$2.4K1
343Vestcor Inc$1.9K1
344Quest 10 Wealth Builders, Inc.$1.7K1
345Rialto Wealth Management, LLC$1.7K1
346Cromwell Holdings LLC$1.5K1
347Sunrise Financial Services, LLC$1.3K1
348Salomon & Ludwin, LLC$1.1K1
349Quaker Wealth Management, LLC$7411
350Key Capital Management, INC$7401
351PARK AVENUE SECURITIES LLC$7011
352Pinnacle Wealth Planning Services, Inc.$5551
353SHP Wealth Management$5551
354INGALLS & SNYDER LLC$4631
355Abound Wealth Management$3981
356Triumph Capital Management$3731
357Transamerica Financial Advisors, LLC$3701
358Hunter Perkins Capital Management, LLC$2841
359KBC Group NV$2791
360PEAPACK GLADSTONE FINANCIAL CORP$2651
361MV CAPITAL MANAGEMENT, INC.$1861
362TFC Financial Management, Inc.$1861
363JONES FINANCIAL COMPANIES LLLP$1851
364Signature Equity Partners, LLC$1851
365Capital Analysts, LLC$741
366Raleigh Capital Management Inc.$631
367Smithfield Trust Co$551
368Capital Advisors, Ltd. LLC$11
369Jefferies Financial Group Inc.— value not disclosed1
370VANGUARD GROUP INC— value not disclosed1
371GLENMEDE TRUST CO NA— value not disclosed1
372HARBOUR INVESTMENTS, INC.— value not disclosed1
373TOMPKINS FINANCIAL CORP— value not disclosed1
374CIBC WORLD MARKETS CORP— value not disclosed1
375NOMURA HOLDINGS INC— value not disclosed1
376NORDEA INVESTMENT MANAGEMENT AB— value not disclosed1
377BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
378CIBC Private Wealth Group LLC— value not disclosed1
379Cadence Bank— value not disclosed1
380Allen Investment Management, LLC— value not disclosed1
381NORGES BANK— value not disclosed1
382PEAK6 LLC— value not disclosed1
383J.W. COLE ADVISORS, INC.— value not disclosed1
384SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC— value not disclosed1
385SUSQUEHANNA INTERNATIONAL GROUP, LLP— value not disclosed1
386Apollo Management Holdings, L.P.— value not disclosed1
387TWO SIGMA SECURITIES, LLC— value not disclosed1
388Bollard Group LLC— value not disclosed1
389LMR Partners LLP— value not disclosed1
390Global Retirement Partners, LLC— value not disclosed1
391IEQ CAPITAL, LLC— value not disclosed1
392CBIZ Investment Advisory Services, LLC— value not disclosed1
393CERTUITY, LLC— value not disclosed1
394Center for Financial Planning, Inc.— value not disclosed1
395MAGNOLIA CAPITAL ADVISORS LLC— value not disclosed1
396Kestra Advisory Services, LLC— value not disclosed1
397Centennial Wealth Advisory LLC— value not disclosed1
398Mach-1 Financial Group, LLC— value not disclosed1
399Interchange Capital Partners, LLC— value not disclosed1
400AlphaQuest LLC— value not disclosed1
401Greenland Capital Management LP— value not disclosed1
402SageView Advisory Group, LLC— value not disclosed1
403Dunhill Financial, LLC— value not disclosed1
404Stephens Consulting, LLC— value not disclosed1
405Polymer Capital Management (US) LLC— value not disclosed1
406QSV Equity Investors LLC— value not disclosed1
407OneAscent Family Office, LLC— value not disclosed1
408Quattro Advisors LLC— value not disclosed1
Truncated by Public Filings. Every one of the 368 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on EGP

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for EGP · financials and macro

Financials — as filed PLANNED

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