Public record / Tickers / EHC

EHC — Encompass Health Corp†

Both disclosure regimes on one name: who in Congress filed about EHC, 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 EHC
Members · 12m
1
1 buys · 2 sells · by trade date
Latest PTR
11-21
filed 2025-11-21
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

Lisa C. McClain · $1.0K–$15.0K

SELL · traded 2025-10-31 → filed 2025-11-21. Ranked over every EHC row by the provable lower bound, never a point estimate.

1 member · 1 buys / 2 sells

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

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

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 EHC · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning EHC
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-11-21Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 07-22 +22d$1K–$15K
2021-03-16Peter Meijer R–MI-3SELLTraded 02-16 +28d$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 EHC

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing EHC 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.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2

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

Congress ↔ notable managers · EHC

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

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

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

Notable managers · quarter ended 2026-03-31

Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · ENCOMPASS HEALTH CORP

Merged timeline of congressional filings and notable-manager moves on EHC
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+83,480 sh
2026-05-15Bridgewater Associates 13FADD+11,023 sh
2026-05-14Caxton Associates 13FNEW+21,519 sh

3 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 EHC for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$1.0B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$480M1
3VANGUARD CAPITAL MANAGEMENT LLC$432M1
4WELLINGTON MANAGEMENT GROUP LLP$372M1
5Invesco Ltd.$328M1
6STATE STREET CORP$304M1
7ALLIANCEBERNSTEIN L.P.$278M1
8FULLER & THALER ASSET MANAGEMENT, INC.$216M1
9TWO SIGMA INVESTMENTS, LP$215M1
10GEODE CAPITAL MANAGEMENT, LLC$184M1
11DIMENSIONAL FUND ADVISORS LP$162M1
12ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$114M1
13RAYMOND JAMES FINANCIAL INC$104M1
14NORTHERN TRUST CORP$92.7M1
15Sumitomo Mitsui Trust Group, Inc.$89.9M1
16MORGAN STANLEY$86.8M1
17Copeland Capital Management, LLC$86.4M1
18Bank of New York Mellon Corp$83.7M1
19BANK OF AMERICA CORP /DE/$83.4M1
20FRANKLIN RESOURCES INC$81.6M1
21Qube Research & Technologies Ltd$81.2M1
22Capital Research Global Investors$78.7M1
23WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$77.7M1
24Allianz Asset Management GmbH$74.6M1
25AMERICAN CENTURY COMPANIES INC$72.7M1
26BROWN ADVISORY INC$67.0M1
27CHARLES SCHWAB INVESTMENT MANAGEMENT INC$66.5M1
28VANGUARD FIDUCIARY TRUST CO$60.3M1
29AMERIPRISE FINANCIAL INC$60.1M1
30JENNISON ASSOCIATES LLC$56.0M1
31D. E. Shaw & Co., Inc.$54.7M1
32BAHL & GAYNOR INC$53.6M1
33CITADEL ADVISORS LLC$49.5M1
34SEI INVESTMENTS CO$49.2M1
35AQR CAPITAL MANAGEMENT LLC$48.4M1
36UBS Group AG$48.0M1
37MILLENNIUM MANAGEMENT LLC$46.2M1
38Zurcher Kantonalbank (Zurich Cantonalbank)$44.0M1
39TD ASSET MANAGEMENT INC$43.9M1
40SYSTEMATIC FINANCIAL MANAGEMENT LP$43.2M1
41VOLORIDGE INVESTMENT MANAGEMENT, LLC$42.7M1
42CONGRESS ASSET MANAGEMENT CO$40.9M1
43VICTORY CAPITAL MANAGEMENT INC$40.0M1
44NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$38.7M1
45HSBC HOLDINGS PLC$36.5M1
46ENVESTNET ASSET MANAGEMENT INC$34.4M1
47Aberdeen Group plc$32.7M1
48Leeward Investments, LLC - MA$32.6M1
49Squarepoint Ops LLC$31.9M1
50BARCLAYS PLC$31.8M1
51Allspring Global Investments Holdings, LLC$29.9M1
52UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$28.7M1
53OBERWEIS ASSET MANAGEMENT INC/$28.0M1
54RENAISSANCE TECHNOLOGIES LLC$25.6M1
55ADAGE CAPITAL PARTNERS GP, L.L.C.$25.6M1
56RHUMBLINE ADVISERS$25.4M1
57TRILLIUM ASSET MANAGEMENT, LLC$24.2M1
58CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$23.2M1
59Freestone Grove Partners LP$23.0M1
60BRAUN STACEY ASSOCIATES INC$22.8M1
61PRINCIPAL FINANCIAL GROUP INC$21.7M1
62Retirement Systems of Alabama$21.6M1
63FIRST TRUST ADVISORS LP$21.4M1
64FIRST FINANCIAL BANKSHARES INC$20.1M1
65BLAIR WILLIAM & CO/IL$20.0M1
66Trexquant Investment LP$19.9M1
67Gotham Asset Management, LLC$19.7M1
68Swiss National Bank$19.3M1
69Nuveen, LLC$19.0M1
70Eversept Partners, LP$18.8M1
71SEGALL BRYANT & HAMILL, LLC$18.2M1
72WELLS FARGO & COMPANY/MN$16.8M1
73Epoch Investment Partners, Inc.$16.3M1
74DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$16.1M1
75Man Group plc$15.9M1
76MASSACHUSETTS FINANCIAL SERVICES CO /MA/$15.5M1
77FMR LLC$15.4M1
78Lightrock Netherlands B.V.$15.0M1
79Holocene Advisors, LP$14.5M1
80ALPS ADVISORS INC$14.4M1
81Legal & General Group Plc$14.3M1
82Universal- Beteiligungs- und Servicegesellschaft mbH$13.7M1
83MANUFACTURERS LIFE INSURANCE COMPANY, THE$13.6M1
84Aptus Capital Advisors, LLC$12.4M1
85INTECH INVESTMENT MANAGEMENT LLC$11.3M1
86STATE OF WISCONSIN INVESTMENT BOARD$11.1M1
87KENNEDY CAPITAL MANAGEMENT LLC$10.9M1
88Nippon Life Global Investors Americas, Inc.$9.9M1
89LAZARD ASSET MANAGEMENT LLC$9.5M1
90FIL Ltd$8.9M1
91VANGUARD ASSET MANAGEMENT, Ltd$8.6M1
92OPPENHEIMER & CO INC$8.6M1
93STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$8.5M1
94Amundi$8.5M1
95Avidity Partners Management LP$8.3M1
96NATIXIS$8.1M1
97NORDEA INVESTMENT MANAGEMENT AB$7.9M1
98OSAIC HOLDINGS, INC.$7.9M1
99ROYAL BANK OF CANADA$7.6M1
100Quantinno Capital Management LP$7.6M1
101NICHOLAS COMPANY, INC.$7.4M1
102CANADA PENSION PLAN INVESTMENT BOARD$7.2M1
103LPL Financial LLC$7.0M1
104Madison Asset Management, LLC$7.0M1
105EVENTIDE ASSET MANAGEMENT, LLC$6.8M1
106Asset Management One Co., Ltd.$6.8M1
107PRUDENTIAL FINANCIAL INC$6.8M1
108Candriam S.C.A.$6.7M1
109Y-Intercept (Hong Kong) Ltd$6.4M1
110Creative Planning$5.8M1
111OCCUDO QUANTITATIVE STRATEGIES LP$5.8M1
112STIFEL FINANCIAL CORP$5.7M1
113Rhenman & Partners Asset Management AB$5.4M1
114Inspire Investing, LLC$5.3M1
115BALYASNY ASSET MANAGEMENT L.P.$5.2M1
116Dai-ichi Life Insurance Company, Ltd$5.0M1
117JENSEN INVESTMENT MANAGEMENT INC$4.9M1
118Aristotle Capital Boston, LLC$4.8M1
119MetLife Investment Management, LLC$4.8M1
120Caption Management, LLC$4.7M1
121MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.7M1
122BERNZOTT CAPITAL ADVISORS$4.5M1
123Bridgewater Associates, LP$4.5M1
124XTX Topco Ltd$4.5M1
125AlphaCore Capital LLC$4.4M1
126Janus Henderson Group Ltd.$4.4M1
127NEEDHAM INVESTMENT MANAGEMENT LLC$4.4M1
128Ensign Peak Advisors, Inc$4.3M1
129Engineers Gate Manager LP$4.2M1
130CITIGROUP INC$4.2M1
131Vanguard Global Advisers, LLC$4.0M1
132HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$3.9M1
133JOHN G ULLMAN & ASSOCIATES INC$3.9M1
134RICE HALL JAMES & ASSOCIATES, LLC$3.9M1
135NEW YORK STATE COMMON RETIREMENT FUND$3.9M1
136FIFTH THIRD BANCORP$3.7M1
137SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.7M1
138LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$3.7M1
139ICON ADVISERS INC/CO$3.5M1
140Numerai GP LLC$3.4M1
141BANK OF MONTREAL /CAN/$3.4M1
142WINTON GROUP Ltd$3.3M1
143VELA Investment Management, LLC$3.2M1
144State of New Jersey Common Pension Fund D$3.2M1
145KING LUTHER CAPITAL MANAGEMENT CORP$3.1M1
146LEUTHOLD GROUP, LLC$3.1M1
147PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$3.0M1
148YOUSIF CAPITAL MANAGEMENT, LLC$3.0M1
149ExodusPoint Capital Management, LP$2.9M1
150Cetera Investment Advisers$2.9M1
151Pathstone Holdings, LLC$2.9M1
152Arizona State Retirement System$2.7M1
153OPPENHEIMER ASSET MANAGEMENT INC.$2.6M1
154MML INVESTORS SERVICES, LLC$2.6M1
155Tidal Investments LLC$2.5M1
156MACKENZIE FINANCIAL CORP$2.5M1
157Vanguard Investments Australia, Ltd.$2.5M1
158KLP KAPITALFORVALTNING AS$2.5M1
159COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.4M1
160STATE OF MICHIGAN RETIREMENT SYSTEM$2.3M1
161Illinois Municipal Retirement Fund$2.2M1
162FOX RUN MANAGEMENT, L.L.C.$2.2M1
163New Age Alpha Advisors, LLC$2.2M1
164NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.2M1
165GUGGENHEIM CAPITAL LLC$2.2M1
166Horrell Capital Management, Inc.$2.2M1
167Qsemble Capital Management, LP$2.1M1
168CAXTON ASSOCIATES LLP$2.1M1
169COLDSTREAM CAPITAL MANAGEMENT INC$2.0M1
170Beacon Pointe Advisors, LLC$2.0M1
171OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.0M1
172PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.9M1
173GHP Investment Advisors, Inc.$1.9M1
174BDF-GESTION$1.8M1
175Federation des caisses Desjardins du Quebec$1.8M1
176Vestmark Advisory Solutions, Inc.$1.8M1
177Polar Capital Holdings Plc$1.8M1
178Ameritas Investment Partners, Inc.$1.8M1
179KORNITZER CAPITAL MANAGEMENT INC /KS$1.8M1
180PFA Pension, Forsikringsaktieselskab$1.8M1
181DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$1.8M1
182Vanguard Personalized Indexing Management, LLC$1.7M1
183Quartz Partners, LLC$1.7M1
184Hurley Capital, LLC$1.7M1
185HighTower Advisors, LLC$1.7M1
186Utah Retirement Systems$1.6M1
187TEACHER RETIREMENT SYSTEM OF TEXAS$1.6M1
188Pictet Asset Management Holding SA$1.6M1
189Synergy Asset Management, LLC$1.6M1
190Summit Trail Advisors, LLC$1.5M1
191Hollow Brook Wealth Management LLC$1.5M1
192NISA INVESTMENT ADVISORS, LLC$1.5M1
193Linden Thomas Advisory Services, LLC$1.5M1
194BANK OF NOVA SCOTIA$1.5M1
195Corient Private Wealth LLC$1.5M1
196LEVEL FOUR ADVISORY SERVICES, LLC$1.5M1
197ADVISORY RESEARCH INC$1.5M1
198Mitsubishi UFJ Trust & Banking Corp$1.4M1
199Heritage Wealth Management, Inc.$1.4M1
200ABLE Financial Group, LLC$1.4M1
201Legacy Wealth Asset Management, LLC$1.3M1
202HEARTLAND ADVISORS INC$1.3M1
203Vontobel Holding Ltd.$1.3M1
204MERCER GLOBAL ADVISORS INC /ADV$1.3M1
205TRUIST FINANCIAL CORP$1.3M1
206Envestnet Portfolio Solutions, Inc.$1.3M1
207OP Asset Management Ltd$1.3M1
208DEUTSCHE BANK AG\$1.2M1
209QUADRANT CAPITAL GROUP LLC$1.2M1
210XPONANCE LLC$1.2M1
211NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.2M1
212Pinnacle Financial Partners, Inc.$1.2M1
213EntryPoint Capital, LLC$1.2M1
214&PARTNERS$1.2M1
215Stablepoint Partners, LLC$1.1M1
216WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.1M1
217BOOTHBAY FUND MANAGEMENT, LLC$1.1M1
218Orion Porfolio Solutions, LLC$1.1M1
219Elo Mutual Pension Insurance Co$1.1M1
220Oak Thistle LLC$1.1M1
221HANCOCK WHITNEY CORP$1.0M1
222VOYA INVESTMENT MANAGEMENT LLC$1.0M1
223EVOLVE PRIVATE WEALTH, LLC$1.0M1
224FORMULA GROWTH LTD$1.0M1
225Cerity Partners LLC$1.0M1
226FIRST CITIZENS BANK & TRUST CO$1.0M1
227EXCHANGE TRADED CONCEPTS, LLC$1.0M1
228NewEdge Advisors, LLC$1.0M1
229Schonfeld Strategic Advisors LLC$970K1
230Bellevue Group AG$951K1
231Merit Financial Group, LLC$918K1
232KEYBANK NATIONAL ASSOCIATION/OH$904K1
233Crossmark Global Holdings, Inc.$887K1
234IQ EQ FUND MANAGEMENT (IRELAND) Ltd$881K1
235Brooklyn Investment Group$856K1
236Swiss Life Asset Management Ltd$852K1
237FINANCIAL LIFE ADVISORS$847K1
238BENJAMIN EDWARDS INC$844K1
239MEEDER ASSET MANAGEMENT INC$842K1
240QRG CAPITAL MANAGEMENT, INC.$836K1
241Morningstar Investment Management LLC$827K1
242GREAT LAKES ADVISORS, LLC$816K1
243US BANCORP \DE\$797K1
244ING GROEP NV$793K1
245Ethic Inc.$783K1
246IMC-Chicago, LLC$781K1
247Fieldview Capital Management, LLC$779K1
248FEDERATED HERMES, INC.$774K1
249SECURIAN ASSET MANAGEMENT, INC$717K1
250OXFORD ASSET MANAGEMENT LLP$716K1
251COMMERCE BANK$676K1
252O'SHAUGHNESSY ASSET MANAGEMENT, LLC$675K1
253Ameritas Advisory Services, LLC$674K1
254Sterling Capital Management LLC$665K1
255PERSONAL CFO SOLUTIONS, LLC$638K1
256Farringdon Capital, Ltd.$619K1
257TECTONIC ADVISORS LLC$615K1
258Precision Wealth Strategies, LLC$577K1
259Atria Investments, Inc$560K1
260Sequoia Financial Advisors, LLC$555K1
261CWM, LLC$547K1
262Vise Technologies, Inc.$544K1
263MIRABELLA FINANCIAL SERVICES LLP$526K1
264AIA Group Ltd$521K1
265INCEPTIONR LLC$497K1
266BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$491K1
267Savant Capital, LLC$485K1
268DnB Asset Management AS$485K1
269COMMONWEALTH EQUITY SERVICES, LLC$485K1
270Baird Financial Group, Inc.$467K1
271M&T BANK CORP$452K1
272Callan Family Office, LLC$451K1
273Advisors Asset Management, Inc.$449K1
274Maryland State Retirement & Pension System$447K1
275MANGROVE PARTNERS IM, LLC$444K1
276Snowden Capital Advisors LLC$443K1
277NewEdge Wealth, LLC$429K1
278VestGen Advisors, LLC$422K1
279DRW Securities, LLC$421K1
280Rockefeller Capital Management L.P.$417K1
281JANE STREET GROUP, LLC$412K1
282denkapparat Operations GmbH$411K1
283CSS LLC/IL$411K1
284Composition Wealth, LLC$411K1
285Summit Financial, LLC$408K1
286Gilliland Jeter Wealth Management LLC$404K1
287Arax Advisory Partners$403K1
288PRINCIPAL SECURITIES, INC.$399K1
289Prudent Man Advisors, LLC$396K1
290PICTON MAHONEY ASSET MANAGEMENT$393K1
291BROOKS, MOORE & ASSOCIATES, INC.$391K1
292ProShare Advisors LLC$390K1
293UNITED CAPITAL FINANCIAL ADVISORS, LLC$384K1
294Steward Partners Investment Advisory, LLC$383K1
295one8zero8, LLC$381K1
296VIRTUS ADVISERS, LLC$377K1
297Sanctuary Advisors, LLC$372K1
298Ifrah Financial Services, Inc.$360K1
299Vident Advisory, LLC$352K1
300Centiva Capital, LP$345K1
301WASHINGTON CAPITAL MANAGEMENT, INC$343K1
302NORDEN GROUP LLC$334K1
303EVERGREEN CAPITAL MANAGEMENT LLC$333K1
304MGO ONE SEVEN LLC$330K1
305Tower Research Capital LLC (TRC)$330K1
306AXQ CAPITAL, LP$329K1
307Focus Partners Wealth$327K1
308SHELTON CAPITAL MANAGEMENT$325K1
309Diametric Capital, LP$324K1
310ELEVATION POINT WEALTH PARTNERS, LLC$322K1
311ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$311K1
312WEDGE CAPITAL MANAGEMENT L L P/NC$308K1
313CIBC Asset Management Inc$307K1
314CAPSTONE INVESTMENT ADVISORS, LLC$299K1
315Blue Trust, Inc.$298K1
316Waverly Advisors, LLC$294K1
317FARALLON CAPITAL MANAGEMENT, L.L.C.$290K1
318North Dakota State Investment Board$282K1
319Abel Hall, LLC$279K1
320R Squared Ltd$273K1
321EQUITABLE TRUST CO$267K1
322MONTAG A & ASSOCIATES INC$264K1
323Wealthspire Advisors, LLC$263K1
324Indivisible Partners$245K1
325PROFUND ADVISORS LLC$244K1
326BankPlus Trust Department$244K1
327DRIVE WEALTH MANAGEMENT, LLC$236K1
328REGIONS FINANCIAL CORP$236K1
329Douglass Winthrop Advisors, LLC$232K1
330Sowell Financial Services LLC$228K1
331Meiji Yasuda Asset Management Co Ltd.$225K1
332VICTORY FINANCIAL GROUP, LLC$224K1
333Fairvoy Private Wealth, LLC$219K1
334First Affirmative Financial Network$217K1
335MARTINGALE ASSET MANAGEMENT L P$216K1
336JOHNSON INVESTMENT COUNSEL INC$216K1
337Blueshift Asset Management, LLC$208K1
338PANAGORA ASSET MANAGEMENT INC$208K1
339Portside Wealth Group, LLC$207K1
340BNP Paribas Asset Management Holding S.A.$200K1
341State of Wyoming$188K1
342Heritage Wealth Advisors$186K1
343Eurizon Capital SGR S.p.A.$163K1
344Mowery & Schoenfeld Wealth Management, LLC$158K1
345Aster Capital Management (DIFC) Ltd$157K1
346Central Pacific Bank - Trust Division$151K1
347Smartleaf Asset Management LLC$140K1
348SIGNATUREFD, LLC$138K1
349HHM Wealth Advisors, LLC$133K1
350UMB Bank, n.a.$126K1
351SIMPLEX TRADING, LLC$107K1
352Parkside Financial Bank & Trust$106K1
353Allworth Financial LP$96.8K1
354WOLVERINE ASSET MANAGEMENT LLC$77.6K1
355MAI Capital Management$71.3K1
356THRIVENT FINANCIAL FOR LUTHERANS$66.7K1
357Arlington Trust Co LLC$64.9K1
358GROUP ONE TRADING LLC$57.5K1
359C M BIDWELL & ASSOCIATES LTD$54.7K1
360NOMURA ASSET MANAGEMENT CO LTD$53.2K1
361ACADIAN ASSET MANAGEMENT LLC$52.9K1
362TOMPKINS FINANCIAL CORP$48.4K1
363ASSETMARK, INC$44.0K1
364Quarry LP$39.6K1
365Keating Financial Advisory Services, Inc.$35.4K1
366Meramec Financial Planners, LLC$34.3K1
367Transamerica Financial Advisors, LLC$30.5K1
368Strengthening Families & Communities, LLC$28.8K1
369Measured Wealth Private Client Group, LLC$28.7K1
370WPG Advisers, LLC$27.6K1
371Westside Investment Management, Inc.$27.1K1
372WealthCollab, LLC$25.9K1
373Pinnacle Wealth Planning Services, Inc.$24.8K1
374Mitsubishi UFJ Asset Management Co., Ltd.$22.6K1
375Treasurer of the State of North Carolina$22.5K1
376Retirement Wealth Solutions LLC$21.5K1
377PRIVATE TRUST CO NA$21.0K1
378NFSG Corp$19.3K1
379William B. Walkup & Associates, Inc.$17.2K1
380Larson Financial Group LLC$14.8K1
381NATIXIS ADVISORS, LLC$13.3K1
382MATHER GROUP, LLC.$11.8K1
383Salomon & Ludwin, LLC$11.5K1
384New England Capital Financial Advisors LLC$10.7K1
385Clearstead Advisors, LLC$10.4K1
386Clearstead Trust, LLC$10.2K1
387CVA Family Office, LLC$10.1K1
388ALGERT GLOBAL LLC$9.7K1
389JFS WEALTH ADVISORS, LLC$9.6K1
390HRT FINANCIAL LP$8.7K1
391FARMERS & MERCHANTS INVESTMENTS INC$8.5K1
392VAN ECK ASSOCIATES CORP$8.2K1
393CENTRAL TRUST Co$7.5K1
394CBIZ Investment Advisory Services, LLC$6.7K1
395NEW YORK STATE TEACHERS RETIREMENT SYSTEM$6.4K1
396DELTA ASSET MANAGEMENT LLC/TN$6.4K1
397iA Global Asset Management Inc.$6.3K1
398ARMSTRONG ADVISORY GROUP, INC$6.3K1
399Bell Investment Advisors, Inc$6.1K1
400CANADA LIFE ASSURANCE Co$5.8K1
401Quest 10 Wealth Builders, Inc.$5.0K1
402United Financial Planning Group LLC$5.0K1
403South Dakota Investment Council$4.9K1
404Private Wealth Management Group, LLC$4.7K1
405AMALGAMATED BANK$4.5K1
406MidFirst Bank$4.2K1
407Richardson Capital Management LLC$4.2K1
408Prestige Wealth Management Group LLC$4.1K1
409GSA CAPITAL PARTNERS LLP$3.8K1
410Marquette Asset Management, LLC$3.8K1
411KBC Group NV$3.6K1
412JONES FINANCIAL COMPANIES LLLP$3.6K1
413TopTier Wealth Management, LLC$2.9K1
414Seascape Capital Management$2.9K1
415TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$2.9K1
416Physician Wealth Advisors, Inc.$2.8K1
417NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.8K1
418Sapience Investments, LLC$2.6K1
419Rialto Wealth Management, LLC$2.5K1
420State of Alaska, Department of Revenue$2.4K1
421Vestcor Inc$2.4K1
422MCF Advisors LLC$2.2K1
423Leonteq Securities AG$2.1K1
424Signature Equity Partners, LLC$2.0K1
425DiNuzzo Private Wealth, Inc.$2.0K1
426Intentional Wealth Strategies, LLC$1.8K1
427Jackson Creek Investment Advisors LLC$1.8K1
428HARBOR CAPITAL ADVISORS, INC.$1.7K1
429NATURAL INVESTMENTS, LLC$1.6K1
430Sivik Global Healthcare LLC$1.5K1
431True Wealth Design, LLC$1.5K1
432Cromwell Holdings LLC$1.4K1
433SHP Wealth Management$1.3K1
434SJS Investment Consulting Inc.$1.3K1
435Annis Gardner Whiting Capital Advisors, LLC$1.3K1
436Kilter Group LLC$1.3K1
437Dogwood Wealth Management LLC$1.3K1
438PARK AVENUE SECURITIES LLC$1.2K1
439Wealth Enhancement Trust Services, Inc.$1.2K1
440FOSTER & MOTLEY INC$1.1K1
441DecisionPoint Financial, LLC$1.1K1
442Glen Eagle Advisors, LLC$9791
443DekaBank Deutsche Girozentrale$9121
444Select Asset Management & Trust$7151
445BROWN, LISLE/CUMMINGS, INC.$6771
446HFM Investment Advisors, LLC$5801
447Breakwater Investment Management$4841
448Vermillion Wealth Management, Inc.$3871
449CENTAURUS FINANCIAL, INC.$3571
450Manchester Capital Management LLC$2911
451Quaker Wealth Management, LLC$2911
452TD Waterhouse Canada Inc.$1951
453SBI Securities Co., Ltd.$1931
454MARSHALL INVESTMENT MANAGEMENT, LLC$981
455TFC Financial Management, Inc.$971
456American Capital Advisory, LLC$971
457Employees Retirement System of Texas$921
458Raleigh Capital Management Inc.$291
459Centerpoint Advisors, LLC$211
460CX Institutional$121
461Capital Advisors, Ltd. LLC$21
462Avion Wealth$21
463VANGUARD GROUP INC— value not disclosed1
464OLD NATIONAL BANCORP /IN/— value not disclosed1
465SouthState Bank Corp— value not disclosed1
466DANSKE BANK A/S— value not disclosed1
467Brandywine Global Investment Management, LLC— value not disclosed1
468HIGHLAND CAPITAL MANAGEMENT, LLC— value not disclosed1
469CAISSE DE DEPOT ET PLACEMENT DU QUEBEC— value not disclosed1
470COMERICA BANK— value not disclosed1
471NATIONAL BANK OF CANADA /FI/— value not disclosed1
472VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
473DEERFIELD MANAGEMENT COMPANY, L.P.— value not disclosed1
474BAMCO INC /NY/— value not disclosed1
475CANANDAIGUA NATIONAL BANK & TRUST CO— value not disclosed1
476SILVER OAK SECURITIES, INCORPORATED— value not disclosed1
477SCHRODER INVESTMENT MANAGEMENT GROUP— value not disclosed1
478TRUST CO OF VERMONT— value not disclosed1
479CREDIT AGRICOLE S A— value not disclosed1
480SILVERCREST ASSET MANAGEMENT GROUP LLC— value not disclosed1
481CLOUGH CAPITAL PARTNERS L P— value not disclosed1
482CIBC Private Wealth Group LLC— value not disclosed1
483TimesSquare Capital Management, LLC— value not disclosed1
484Magnetar Financial LLC— value not disclosed1
485NORGES BANK— value not disclosed1
486Ballentine Partners, LLC— value not disclosed1
487PRELUDE CAPITAL MANAGEMENT, LLC— value not disclosed1
488SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC— value not disclosed1
489Verition Fund Management LLC— value not disclosed1
490TWO SIGMA ADVISERS, LP— value not disclosed1
491Voleon Capital Management LP— value not disclosed1
492Westover Capital Advisors, LLC— value not disclosed1
493Brevan Howard Capital Management LP— value not disclosed1
494Quantbot Technologies LP— value not disclosed1
495Edgestream Partners, L.P.— value not disclosed1
496Twin Tree Management, LP— value not disclosed1
497DT Investment Partners, LLC— value not disclosed1
498EP Wealth Advisors, LLC— value not disclosed1
499BTG Pactual Asset Management US LLC— value not disclosed1
500Empowered Funds, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 462 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 / 2 sell
Congress net ($ bound)−$29.0K to $13.0K
Filers net (actions)not in build
Filers net ($ 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 EHC

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for EHC · financials and macro

Financials — as filed PLANNED

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