Public record / Tickers / ELAN

ELAN — Elanco Animal Health Inc†

Both disclosure regimes on one name: who in Congress filed about ELAN, 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
22
all PTR rows naming ELAN
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
10-10
filed 2025-10-10
13F holders
470
top-470 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

Alan S. Lowenthal · $15.0K–$50.0K

SELL · traded 2019-08-20 → filed 2019-09-01. Ranked over every ELAN row by the provable lower bound, never a point estimate.

No member disclosed ELAN 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.

3 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

1 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. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING ELAN · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ELAN
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-10Val T. Hoyle D–OR-4SELL SP (spouse-owned)Traded 09-23 +17d$1K–$15K
2023-07-26Sullivan, Daniel S —SELL JT (jointly owned)Traded 2022-11-30 LATE·238d$1K–$15Kamendment pending
2023-04-17Daniel S. Goldman D–NY-10SELL partial (partial sale)Traded 03-06 +42d$1K–$15K
2022-12-29Susie Lee D–NV-3SELL JT (jointly owned)Traded 11-30 +29d$1K–$15K
2021-07-13Susie Lee D–NV-3BUY JT (jointly owned)Traded 06-21 +22d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 22 ↗

Members active in ELAN

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

No member disclosed ELAN in the trailing 12 months.

Congress ↔ notable managers · ELAN

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 · ELANCO ANIMAL HEALTH INC

Merged timeline of congressional filings and notable-manager moves on ELAN
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+181,926 sh
2026-05-15Bridgewater Associates 13FADD+64,032 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of ELAN for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1DODGE & COX$1.6B1
2FMR LLC$1.2B1
3BlackRock, Inc.$1.1B1
4PRIMECAP MANAGEMENT CO/CA/$1.1B1
5DIMENSIONAL FUND ADVISORS LP$587M1
6VANGUARD PORTFOLIO MANAGEMENT LLC$542M1
7VANGUARD CAPITAL MANAGEMENT LLC$535M1
8STATE STREET CORP$367M1
9Winslow Capital Management, LLC$326M1
10GEODE CAPITAL MANAGEMENT, LLC$268M1
11Black Creek Investment Management Inc.$251M1
12UBS Group AG$205M1
13Invesco Ltd.$195M1
14MORGAN STANLEY$154M1
15MANUFACTURERS LIFE INSURANCE COMPANY, THE$149M1
16FULLER & THALER ASSET MANAGEMENT, INC.$144M1
17SEI INVESTMENTS CO$135M1
18Clearbridge Investments, LLC$110M1
19CITADEL ADVISORS LLC$105M1
20NORTHERN TRUST CORP$100M1
21Bank of New York Mellon Corp$91.2M1
22BARROW HANLEY MEWHINNEY & STRAUSS LLC$85.7M1
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$85.6M1
24Capital World Investors$81.6M1
25BANK OF AMERICA CORP /DE/$80.4M1
26JENNISON ASSOCIATES LLC$74.7M1
27JUPITER ASSET MANAGEMENT LTD$74.4M1
28VANGUARD FIDUCIARY TRUST CO$73.8M1
29WELLINGTON MANAGEMENT GROUP LLP$72.6M1
30SHAPIRO CAPITAL MANAGEMENT LLC$71.0M1
31Artemis Investment Management LLP$68.0M1
32BRANDES INVESTMENT PARTNERS, LP$66.5M1
33Allspring Global Investments Holdings, LLC$66.4M1
34BOWEN HANES & CO INC$63.3M1
35FEDERATED HERMES, INC.$58.0M1
36FRONTIER CAPITAL MANAGEMENT CO LLC$56.5M1
37Nuveen, LLC$53.7M1
38RAYMOND JAMES FINANCIAL INC$45.4M1
39Quantinno Capital Management LP$40.2M1
40TD ASSET MANAGEMENT INC$38.2M1
41UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$36.5M1
42ADAGE CAPITAL PARTNERS GP, L.L.C.$34.5M1
43PRINCIPAL FINANCIAL GROUP INC$33.2M1
44Redwood Grove Capital, LLC$30.9M1
45RHUMBLINE ADVISERS$30.3M1
46ASR Vermogensbeheer N.V.$29.8M1
47LMR Partners LLP$27.9M1
48SCHRODER INVESTMENT MANAGEMENT GROUP$23.6M1
49Swiss National Bank$23.5M1
50ENVESTNET ASSET MANAGEMENT INC$22.8M1
51Defilade Capital Management, L.P.$22.3M1
52ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$20.3M1
53CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$19.9M1
54PRIVATE MANAGEMENT GROUP INC$19.6M1
55WELLS FARGO & COMPANY/MN$19.3M1
56MILLENNIUM MANAGEMENT LLC$17.1M1
57Legal & General Group Plc$17.0M1
58PICTON MAHONEY ASSET MANAGEMENT$16.7M1
59AMERIPRISE FINANCIAL INC$15.9M1
60Hardman Johnston Global Advisors LLC$14.9M1
61DDD Partners, LLC$14.8M1
62Retirement Systems of Alabama$14.6M1
63DANSKE BANK A/S$14.5M1
64ALLIANCEBERNSTEIN L.P.$14.1M1
65ExodusPoint Capital Management, LP$13.6M1
66VOYA INVESTMENT MANAGEMENT LLC$13.4M1
67Integral Health Asset Management, LLC$13.2M1
68ROYCE & ASSOCIATES LP$11.2M1
69Allianz Asset Management GmbH$11.2M1
70VANGUARD ASSET MANAGEMENT, Ltd$10.8M1
71PRUDENTIAL FINANCIAL INC$10.8M1
72STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$10.2M1
73ONTARIO TEACHERS PENSION PLAN BOARD$10.0M1
74LPL Financial LLC$9.5M1
75Universal- Beteiligungs- und Servicegesellschaft mbH$9.0M1
76CASTLEARK MANAGEMENT LLC$8.5M1
77GREAT LAKES ADVISORS, LLC$8.3M1
78DRIEHAUS CAPITAL MANAGEMENT LLC$8.2M1
79OP Asset Management Ltd$8.2M1
80Engineers Gate Manager LP$8.1M1
81Gotham Asset Management, LLC$7.9M1
82FIFTH THIRD BANCORP$7.6M1
83STIFEL FINANCIAL CORP$7.6M1
84STATE OF WISCONSIN INVESTMENT BOARD$7.5M1
85Dana Investment Advisors, Inc.$7.5M1
86Tidal Investments LLC$7.4M1
87Pathstone Holdings, LLC$7.3M1
88Old West Investment Management, LLC$6.9M1
89NEW YORK STATE COMMON RETIREMENT FUND$6.9M1
90VICTORY CAPITAL MANAGEMENT INC$6.7M1
91EQUITABLE TRUST CO$6.5M1
92BARCLAYS PLC$6.4M1
93Integrated Advisors Network LLC$6.3M1
94PANAGORA ASSET MANAGEMENT INC$6.2M1
95MetLife Investment Management, LLC$5.8M1
96Transamerica Financial Advisors, LLC$5.6M1
97FIRST TRUST ADVISORS LP$5.5M1
98Vanguard Global Advisers, LLC$5.5M1
99Janus Henderson Group Ltd.$5.4M1
100NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$5.3M1
101CITIGROUP INC$5.3M1
102Zurcher Kantonalbank (Zurich Cantonalbank)$5.1M1
103Verition Fund Management LLC$5.1M1
104Skylands Capital, LLC$5.0M1
105DEUTSCHE BANK AG\$4.9M1
106Geneos Wealth Management Inc.$4.9M1
107AQR CAPITAL MANAGEMENT LLC$4.7M1
108MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.6M1
109AMERICAN CENTURY COMPANIES INC$4.5M1
110Private Advisor Group, LLC$4.4M1
111BRANT POINT INVESTMENT MANAGEMENT LLC$4.2M1
112Robeco Institutional Asset Management B.V.$4.2M1
113State of New Jersey Common Pension Fund D$4.1M1
114BANK OF MONTREAL /CAN/$4.0M1
115Callan Family Office, LLC$3.9M1
116BAMCO INC /NY/$3.9M1
117TRUIST FINANCIAL CORP$3.9M1
118YOUSIF CAPITAL MANAGEMENT, LLC$3.7M1
119FIRST NATIONAL BANK OF OMAHA$3.7M1
120ROYAL BANK OF CANADA$3.6M1
121Corient Private Wealth LLC$3.6M1
122Watchtower Advisors, LP$3.5M1
123Trexquant Investment LP$3.5M1
124D. E. Shaw & Co., Inc.$3.5M1
125MAVERICK CAPITAL LTD$3.5M1
126Thrive Capital Management, LLC$3.4M1
127Phocas Financial Corp.$3.4M1
128Arizona State Retirement System$3.3M1
129SAPIENT CAPITAL LLC$3.1M1
130Vanguard Investments Australia, Ltd.$3.0M1
131COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.0M1
132Cetera Investment Advisers$2.9M1
133STATE OF MICHIGAN RETIREMENT SYSTEM$2.9M1
134Creative Planning$2.9M1
135WORLDQUANT MILLENNIUM ADVISORS LLC$2.8M1
136NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.7M1
137KLP KAPITALFORVALTNING AS$2.6M1
138Summit Trail Advisors, LLC$2.6M1
139Atria Investments, Inc$2.4M1
140OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.4M1
141Independent Advisor Alliance$2.4M1
142Amundi$2.4M1
143Ameritas Investment Partners, Inc.$2.2M1
144LAZARD ASSET MANAGEMENT LLC$2.2M1
145FRANKLIN RESOURCES INC$2.1M1
146Bridgewater Associates, LP$2.1M1
147FIL Ltd$2.0M1
148Pictet Asset Management Holding SA$1.9M1
149Vanguard Personalized Indexing Management, LLC$1.9M1
150MERCER GLOBAL ADVISORS INC /ADV$1.9M1
151Illinois Municipal Retirement Fund$1.8M1
152Bridgefront Capital, LLC$1.8M1
153Mitsubishi UFJ Trust & Banking Corp$1.8M1
154Quartz Partners, LLC$1.8M1
155Rockefeller Capital Management L.P.$1.6M1
156B. Metzler seel. Sohn & Co. AG$1.5M1
157Ethic Inc.$1.5M1
158GUGGENHEIM CAPITAL LLC$1.5M1
159NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.5M1
160STEINBERGANNA WEALTH MANAGEMENT$1.5M1
161XPONANCE LLC$1.4M1
162Caprock Group, LLC$1.4M1
163SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.4M1
164PARADIGM ASSET MANAGEMENT CO LLC$1.3M1
165O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.3M1
166Federation des caisses Desjardins du Quebec$1.2M1
167Orion Porfolio Solutions, LLC$1.2M1
168MITCHELL & PAHL PRIVATE WEALTH, LLC$1.2M1
169Central Pacific Bank - Trust Division$1.2M1
170CHOREO, LLC$1.2M1
171TEACHER RETIREMENT SYSTEM OF TEXAS$1.1M1
172Friedenthal Financial$1.1M1
173Values First Advisors, Inc.$1.1M1
174Swiss Life Asset Management Ltd$1.1M1
175VARCOV Co.$1.0M1
176US BANCORP \DE\$1.0M1
177Institute for Wealth Management, LLC.$976K1
178HSBC HOLDINGS PLC$972K1
179TD Waterhouse Canada Inc.$923K1
180Connor, Clark & Lunn Investment Management Ltd.$919K1
181RWA WEALTH PARTNERS, LLC$907K1
182LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$904K1
183OSAIC HOLDINGS, INC.$899K1
184COMMERCE BANK$892K1
185SECURIAN ASSET MANAGEMENT, INC$876K1
186Crossmark Global Holdings, Inc.$872K1
187BENJAMIN EDWARDS INC$842K1
188WINNACLE WEALTH LLC$836K1
189VestGen Advisors, LLC$792K1
190Cerity Partners LLC$789K1
191HighTower Advisors, LLC$782K1
192CANADA PENSION PLAN INVESTMENT BOARD$771K1
193Resonant Capital Advisors, LLC$763K1
194&PARTNERS$763K1
195Ensign Peak Advisors, Inc$754K1
196Wealthspire Advisors, LLC$738K1
197180 WEALTH ADVISORS, LLC$728K1
198VestGen Investment Management$719K1
199Northwest & Ethical Investments L.P.$708K1
200Advyzon Investment Management, LLC$700K1
201ProShare Advisors LLC$667K1
202BROWN ADVISORY INC$637K1
203Linden Thomas Advisory Services, LLC$634K1
204Focus Partners Wealth$633K1
205Utah Retirement Systems$625K1
206Maryland State Retirement & Pension System$620K1
207MML INVESTORS SERVICES, LLC$617K1
208Brooklyn Investment Group$607K1
209Sequoia Financial Advisors, LLC$603K1
210MOKAN Wealth Management Inc.$602K1
211BRASADA CAPITAL MANAGEMENT, LP$598K1
212DnB Asset Management AS$595K1
213Aaron Wealth Advisors LLC$587K1
214Ausdal Financial Partners, Inc.$578K1
215M&T BANK CORP$577K1
216Blue Trust, Inc.$562K1
217Compound Planning, Inc.$548K1
218WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$536K1
219PROFUND ADVISORS LLC$534K1
220Mirae Asset Global Investments Co., Ltd.$515K1
221TOKIO MARINE ASSET MANAGEMENT CO LTD$507K1
222Kera Capital Partners, Inc.$506K1
223Measured Wealth Private Client Group, LLC$499K1
224Probity Advisors, Inc.$497K1
225Quantbot Technologies LP$493K1
226Inscription Capital, LLC$481K1
227ADAR1 Capital Management, LLC$479K1
228RMR Wealth Builders$473K1
229Tower Research Capital LLC (TRC)$464K1
230QUADRANT CAPITAL GROUP LLC$456K1
231Walleye Trading LLC$455K1
232Concurrent Investment Advisors, LLC$444K1
233ARISTEIA CAPITAL, L.L.C.$435K1
234BLAIR WILLIAM & CO/IL$435K1
235Diametric Capital, LP$428K1
236STOREBRAND ASSET MANAGEMENT AS$428K1
237Linscomb Wealth, Inc.$427K1
238Vontobel Holding Ltd.$427K1
239JANE STREET GROUP, LLC$426K1
240Savant Capital, LLC$426K1
241Empowered Funds, LLC$425K1
242Cynosure Group, LLC$423K1
243MACKENZIE FINANCIAL CORP$423K1
244Cresset Asset Management, LLC$414K1
245Whalen Wealth Management Inc.$409K1
246UNITED CAPITAL FINANCIAL ADVISORS, LLC$406K1
247Cinctive Capital Management LP$398K1
248Sterling Capital Management LLC$397K1
249PCM Encore, LLC$397K1
250EVERGREEN CAPITAL MANAGEMENT LLC$396K1
251JAG CAPITAL MANAGEMENT, LLC$395K1
252SHELTON CAPITAL MANAGEMENT$392K1
253NISA INVESTMENT ADVISORS, LLC$386K1
254Brown Miller Wealth Management, LLC$376K1
255AXXCESS WEALTH MANAGEMENT, LLC$376K1
256CIBC Asset Management Inc$376K1
257MTM Investment Management, LLC$363K1
258North Dakota State Investment Board$344K1
259Fifth Third Wealth Advisors LLC$342K1
260Vident Advisory, LLC$339K1
261Walleye Capital LLC$339K1
262HB Wealth Management, LLC$330K1
263Oakmont Advisory Group, LLC$318K1
264Rafferty Asset Management, LLC$317K1
265PINKERTON WEALTH, LLC$315K1
266COMMONWEALTH EQUITY SERVICES, LLC$313K1
267Chicago Partners Investment Group LLC$312K1
268Vestmark Advisory Solutions, Inc.$305K1
269RITHOLTZ WEALTH MANAGEMENT$302K1
270Legacy Capital Group California, Inc.$299K1
271Eurizon Capital SGR S.p.A.$295K1
272PRELUDE CAPITAL MANAGEMENT, LLC$291K1
273BAM Wealth Management, LLC$288K1
274Kestra Advisory Services, LLC$288K1
275STEPHENS INC /AR/$284K1
276Baker Avenue Asset Management, LP$282K1
277Meiji Yasuda Asset Management Co Ltd.$274K1
278Meeder Advisory Services, Inc.$270K1
279Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$270K1
280State of Wyoming$268K1
281BFSG, LLC$264K1
282Wedmont Private Capital$259K1
283TWO SIGMA SECURITIES, LLC$257K1
284Brevan Howard Capital Management LP$255K1
285Optas, LLC$253K1
286Pinnacle Wealth Planning Services, Inc.$248K1
287COLDSTREAM CAPITAL MANAGEMENT INC$247K1
288MIRABELLA FINANCIAL SERVICES LLP$244K1
289CWM, LLC$244K1
290CIBC Bancorp USA Inc.$240K1
291WESTPORT ASSET MANAGEMENT INC$239K1
292Pekin Hardy Strauss, Inc.$239K1
293Legacy Wealth Asset Management, LLC$237K1
294BNP Paribas Asset Management Holding S.A.$237K1
295NewEdge Advisors, LLC$237K1
296ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$237K1
297Laird Norton Wetherby Trust Company, LLC$235K1
298Lido Advisors, LLC$230K1
299NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$228K1
300Graetz Wealth LLC$227K1
301LOM Asset Management Ltd$221K1
302Werba Rubin Papier Wealth Management$221K1
303OPPENHEIMER & CO INC$215K1
304Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$211K1
305Allworth Financial LP$211K1
306Moors & Cabot, Inc.$206K1
307SIGNATUREFD, LLC$170K1
308Signature Equity Partners, LLC$145K1
309UMB Bank, n.a.$140K1
310Steward Partners Investment Advisory, LLC$129K1
311NOMURA ASSET MANAGEMENT CO LTD$112K1
312Caitong International Asset Management Co., Ltd$106K1
313Arax Advisory Partners$54.6K1
314Parkside Financial Bank & Trust$40.8K1
315Mitsubishi UFJ Asset Management Co., Ltd.$36.5K1
316Owl Creek Wealth Partners LLC$35.2K1
317SJS Investment Consulting Inc.$34.1K1
318Smartleaf Asset Management LLC$29.9K1
319MAI Capital Management$24.5K1
320Larson Financial Group LLC$22.4K1
321VAN ECK ASSOCIATES CORP$22.3K1
322CALDWELL SUTTER CAPITAL, INC.$21.3K1
323SMA Capital LLC$20.9K1
324ASSETMARK, INC$19.9K1
325CVA Family Office, LLC$18.7K1
326Private Wealth Management Group, LLC$15.5K1
327Treasurer of the State of North Carolina$14.5K1
328Salomon & Ludwin, LLC$13.3K1
329SouthState Bank Corp$13.0K1
330Murphy & Mullick Capital Management Corp$12.8K1
331TD Capital Management LLC$12.2K1
332Keating Financial Advisory Services, Inc.$11.5K1
333True Wealth Design, LLC$11.4K1
334MEEDER ASSET MANAGEMENT INC$11.3K1
335Clearstead Advisors, LLC$10.5K1
336FARMERS & MERCHANTS INVESTMENTS INC$10.1K1
337JFS WEALTH ADVISORS, LLC$9.4K1
338BROWN, LISLE/CUMMINGS, INC.$7.2K1
339MOTCO$7.2K1
340MV CAPITAL MANAGEMENT, INC.$6.9K1
341CANADA LIFE ASSURANCE Co$6.9K1
342Bell Investment Advisors, Inc$6.9K1
343THRIVENT FINANCIAL FOR LUTHERANS$6.7K1
344United Financial Planning Group LLC$6.6K1
345Sachetta, LLC$6.5K1
346NEW YORK STATE TEACHERS RETIREMENT SYSTEM$6.4K1
347Clearstead Trust, LLC$6.4K1
348AMALGAMATED BANK$5.6K1
349ALGERT GLOBAL LLC$5.3K1
350WPG Advisers, LLC$5.3K1
351Kemnay Advisory Services Inc.$4.7K1
352Sapience Investments, LLC$4.7K1
353PHILADELPHIA TRUST CO$4.5K1
354Spire Wealth Management$3.9K1
355MATHER GROUP, LLC.$3.9K1
356TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$3.7K1
357CNB Bank$3.4K1
358SHP Wealth Management$3.2K1
359Tradewinds Capital Management, LLC$3.2K1
360HERITAGE INVESTORS MANAGEMENT CORP$3.0K1
361ELEVATION WEALTH PARTNERS, LLC$3.0K1
362Activest Wealth Management$2.9K1
363Manchester Capital Management LLC$2.8K1
364S&CO INC$2.7K1
365IFM Investors Pty Ltd$2.6K1
366JPL Wealth Management, LLC$2.6K1
367DiNuzzo Private Wealth, Inc.$2.5K1
368Rialto Wealth Management, LLC$2.3K1
369NATIXIS ADVISORS, LLC$2.2K1
370KBC Group NV$2.2K1
371NBT BANK, N.A.$2.1K1
372Leonteq Securities AG$2.1K1
373Cromwell Holdings LLC$2.0K1
374Abound Wealth Management$1.8K1
375Scarborough Advisors, LLC$1.7K1
376Kingdom Financial Group LLC.$1.7K1
377Addison Advisors LLC$1.6K1
378HARBOR CAPITAL ADVISORS, INC.$1.6K1
379Jackson Creek Investment Advisors LLC$1.5K1
380JNBA Financial Advisors$1.5K1
381Grove Bank & Trust$1.4K1
382Kentucky Trust Co$1.3K1
383SBI Securities Co., Ltd.$1.3K1
384JONES FINANCIAL COMPANIES LLLP$1.3K1
385PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$1.2K1
386State of Alaska, Department of Revenue$1.2K1
387Vermillion Wealth Management, Inc.$1.0K1
388Dogwood Wealth Management LLC$1.0K1
389HFM Investment Advisors, LLC$9331
390Marquette Asset Management, LLC$7901
391Intentional Wealth Strategies, LLC$7901
392Quaker Wealth Management, LLC$7181
393American Capital Advisory, LLC$6711
394Physician Wealth Advisors, Inc.$6231
395TOTH FINANCIAL ADVISORY CORP$5511
396ALBION FINANCIAL GROUP /UT$4071
397Costello Asset Management, INC$4071
398Harvest Fund Management Co., Ltd$3831
399Claret Asset Management Corp$3831
400EVOLUTION WEALTH MANAGEMENT INC.$3831
401Atlantic Private Wealth, LLC$3591
402Nemes Rush Group LLC$2391
403TopTier Wealth Management, LLC$2391
404CENTAURUS FINANCIAL, INC.$1531
405GHP Investment Advisors, Inc.$1201
406Truvestments Capital LLC$1201
407Beaird Harris Wealth Management, LLC$1161
408NKCFO LLC$891
409Annis Gardner Whiting Capital Advisors, LLC$481
410Rakuten Securities, Inc.$481
411Avion Wealth$21
412Ally Financial Inc.— value not disclosed1
413CENTRAL TRUST Co— value not disclosed1
414Jefferies Financial Group Inc.— value not disclosed1
415VANGUARD GROUP INC— value not disclosed1
416GLENMEDE TRUST CO NA— value not disclosed1
417HARBOUR INVESTMENTS, INC.— value not disclosed1
418COMERICA BANK— value not disclosed1
419GROUP ONE TRADING LLC— value not disclosed1
420VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
421DUNCKER STREETT & CO INC— value not disclosed1
422EASTERN BANK— value not disclosed1
423NOMURA HOLDINGS INC— value not disclosed1
424STEADFAST CAPITAL MANAGEMENT LP— value not disclosed1
425BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
426NATIXIS— value not disclosed1
427FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.— value not disclosed1
428CIBC Private Wealth Group LLC— value not disclosed1
429Channing Capital Management, LLC— value not disclosed1
430Weiss Asset Management LP— value not disclosed1
431NORGES BANK— value not disclosed1
432PFM Health Sciences, LP— value not disclosed1
433EXCHANGE TRADED CONCEPTS, LLC— value not disclosed1
434SIMPLEX TRADING, LLC— value not disclosed1
435Uniplan Investment Counsel, Inc.— value not disclosed1
436Copeland Capital Management, LLC— value not disclosed1
437Bollard Group LLC— value not disclosed1
438Estate Counselors, LLC— value not disclosed1
439Battery Global Advisors, LLC— value not disclosed1
440Brookstone Capital Management— value not disclosed1
441ARMISTICE CAPITAL, LLC— value not disclosed1
442KOTLER KEVIN— value not disclosed1
443Bayesian Capital Management, LP— value not disclosed1
444Man Group plc— value not disclosed1
445Squarepoint Ops LLC— value not disclosed1
446Centiva Capital, LP— value not disclosed1
447Holocene Advisors, LP— value not disclosed1
448Global Trust Asset Management, LLC— value not disclosed1
449Steigerwald, Gordon & Koch Inc.— value not disclosed1
450CreativeOne Wealth, LLC— value not disclosed1
451Elo Mutual Pension Insurance Co— value not disclosed1
452AIGEN INVESTMENT MANAGEMENT, LP— value not disclosed1
453Global Retirement Partners, LLC— value not disclosed1
454TWINBEECH CAPITAL LP— value not disclosed1
455Woodline Partners LP— value not disclosed1
456CERTUITY, LLC— value not disclosed1
457Key FInancial Inc— value not disclosed1
458INCEPTIONR LLC— value not disclosed1
459XTX Topco Ltd— value not disclosed1
460AlphaQuest LLC— value not disclosed1
461Hedges Asset Management LLC— value not disclosed1
462Forum Financial Management, LP— value not disclosed1
463SageView Advisory Group, LLC— value not disclosed1
464Strengthening Families & Communities, LLC— value not disclosed1
465Dunhill Financial, LLC— value not disclosed1
466Turning Point Benefit Group, Inc.— value not disclosed1
467Wealth Watch Advisors, INC— value not disclosed1
468Wealth Enhancement Trust Services, Inc.— value not disclosed1
469OPTIMA CAPITAL LLC— value not disclosed1
470SHERMAN PORFOLIOS, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 411 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date (the full holders view shows them), but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

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

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)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 ELAN

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for ELAN · financials and macro

Financials — as filed PLANNED

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