Public record / Tickers / EQR

EQR — EQUITY RESIDENTIAL†

Both disclosure regimes on one name: who in Congress filed about EQR, 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
7
all PTR rows naming EQR
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-20
filed 2025-08-20
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

Daniel S. Goldman · $50.0K–$100K

SELL · traded 2023-07-12 → filed 2023-08-13. Ranked over every EQR row by the provable lower bound, never a point estimate.

No member disclosed EQR 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

2 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. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING EQR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning EQR
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-20Ritchie Torres D–NY-15SELLTraded 07-11 +40d$1K–$15K
2025-08-20Ritchie Torres D–NY-15BUYTraded 2024-09-26 LATE·328d$1K–$15K
2025-05-16Dan Newhouse R–WA-4SELL partial · SP (partial sale, spouse-owned)Traded 04-11 +35d$1K–$15K
2023-08-13Daniel S. Goldman D–NY-10SELLTraded 07-12 +32d$50K–$100K
2023-05-26Dan Newhouse R–WA-4BUYTraded 04-26 +30d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 7 ↗

Members active in EQR

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

No member disclosed EQR in the trailing 12 months.

Congress ↔ notable managers · EQR

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 · EQUITY RESIDENTIAL

Merged timeline of congressional filings and notable-manager moves on EQR
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+65,018 sh
2026-05-15Bridgewater Associates 13FNEW+8,441 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

Top institutional holders of EQR for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$2.6B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$1.8B1
3STATE STREET CORP$1.4B1
4VANGUARD CAPITAL MANAGEMENT LLC$1.4B1
5APG Asset Management US Inc.$647M1
6GEODE CAPITAL MANAGEMENT, LLC$622M1
7First Eagle Investment Management, LLC$560M1
8FMR LLC$398M1
9NORTHERN TRUST CORP$373M1
10Invesco Ltd.$323M1
11DIMENSIONAL FUND ADVISORS LP$321M1
12Legal & General Group Plc$292M1
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC$281M1
14MORGAN STANLEY$265M1
15DEUTSCHE BANK AG\$254M1
16Nuveen, LLC$182M1
17BANK OF AMERICA CORP /DE/$170M1
18AMERICAN CENTURY COMPANIES INC$167M1
19CANADA PENSION PLAN INVESTMENT BOARD$151M1
20PRUDENTIAL FINANCIAL INC$144M1
21Boston Partners$136M1
22Resolution Capital Ltd$121M1
23VANGUARD FIDUCIARY TRUST CO$115M1
24UBS Group AG$94.5M1
25TEACHER RETIREMENT SYSTEM OF TEXAS$91.7M1
26Amundi$90.2M1
27HSBC HOLDINGS PLC$86.9M1
28CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$82.2M1
29MASSACHUSETTS FINANCIAL SERVICES CO /MA/$80.3M1
30Holocene Advisors, LP$69.0M1
31Mitsubishi UFJ Asset Management Co., Ltd.$63.4M1
32Davis Asset Management, L.P.$63.2M1
33Swiss National Bank$62.7M1
34STIFEL FINANCIAL CORP$58.7M1
35Alyeska Investment Group, L.P.$55.3M1
36HEITMAN REAL ESTATE SECURITIES LLC$52.2M1
37FIRST TRUST ADVISORS LP$51.3M1
38CITIGROUP INC$49.8M1
39HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$49.3M1
40Vanguard Global Advisers, LLC$44.7M1
41PRINCIPAL FINANCIAL GROUP INC$43.0M1
42CHAI TRUST CO LLC$41.7M1
43CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$41.0M1
44Asset Management One Co., Ltd.$39.7M1
45NOMURA ASSET MANAGEMENT CO LTD$38.9M1
46SCHRODER INVESTMENT MANAGEMENT GROUP$38.8M1
47VANGUARD ASSET MANAGEMENT, Ltd$38.6M1
48SEI INVESTMENTS CO$38.6M1
49National Pension Service$38.2M1
50Clearbridge Investments, LLC$35.7M1
51RENAISSANCE TECHNOLOGIES LLC$35.2M1
52Seven Post Investment Office LP$35.1M1
53Aberdeen Group plc$33.6M1
54ADAGE CAPITAL PARTNERS GP, L.L.C.$33.0M1
55ALLIANCEBERNSTEIN L.P.$31.9M1
56MANUFACTURERS LIFE INSURANCE COMPANY, THE$30.2M1
57FIL Ltd$29.9M1
58CITADEL ADVISORS LLC$29.1M1
59Allianz Asset Management GmbH$28.5M1
60BAMCO INC /NY/$28.0M1
61ROYAL BANK OF CANADA$27.6M1
62Vanguard Investments Australia, Ltd.$25.6M1
63TOWN LANE MANAGEMENT LP$25.0M1
64Investure, LLC$24.8M1
65Pictet Asset Management Holding SA$23.7M1
66Universal- Beteiligungs- und Servicegesellschaft mbH$22.3M1
67MACQUARIE GROUP LTD$21.3M1
68Daiwa Securities Group Inc.$21.0M1
69BANK OF MONTREAL /CAN/$20.7M1
70STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$20.2M1
71Hazelview Securities Inc.$19.0M1
72PANAGORA ASSET MANAGEMENT INC$18.2M1
73AVIVA PLC$17.6M1
74APG Asset Management N.V.$17.3M1
75CIBC WORLD MARKET INC.$16.8M1
76Quantinno Capital Management LP$16.3M1
77Zurcher Kantonalbank (Zurich Cantonalbank)$16.2M1
78Hudson Bay Capital Management LP$16.2M1
79Retirement Systems of Alabama$15.7M1
80DANSKE BANK A/S$15.5M1
81Sophron Capital Management L.P.$15.2M1
82ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$15.1M1
83COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$14.9M1
84Mitsubishi UFJ Trust & Banking Corp$14.8M1
85TD ASSET MANAGEMENT INC$14.5M1
86Korea Investment CORP$14.3M1
87Coronation Fund Managers Ltd.$14.3M1
88STATE OF WISCONSIN INVESTMENT BOARD$14.3M1
89NEW YORK STATE COMMON RETIREMENT FUND$14.0M1
90STOREBRAND ASSET MANAGEMENT AS$14.0M1
91NATIONAL BANK OF CANADA /FI/$13.7M1
92WELLS FARGO & COMPANY/MN$13.6M1
93CIBC Bancorp USA Inc.$13.4M1
94AQR CAPITAL MANAGEMENT LLC$13.3M1
95Apollo Management Holdings, L.P.$13.2M1
96ROYAL LONDON ASSET MANAGEMENT LTD$13.0M1
97BNP Paribas Asset Management Holding S.A.$12.8M1
98Varma Mutual Pension Insurance Co$12.7M1
99Gotham Asset Management, LLC$12.6M1
100Resona Asset Management Co.,Ltd.$12.1M1
101U.S. Capital Wealth Advisors, LLC$11.2M1
102RAYMOND JAMES FINANCIAL INC$11.1M1
103EXCHANGE TRADED CONCEPTS, LLC$10.7M1
104Vert Asset Management LLC$10.4M1
105WORLDQUANT MILLENNIUM ADVISORS LLC$10.2M1
106Chevy Chase Trust Holdings, LLC$10.1M1
107SOROS FUND MANAGEMENT LLC$9.5M1
108Creative Planning$9.3M1
109TORONTO DOMINION BANK$9.2M1
110MERCER GLOBAL ADVISORS INC /ADV$9.0M1
111SEB Asset Management AB$8.9M1
112State of New Jersey Common Pension Fund D$8.6M1
113FRANKLIN RESOURCES INC$8.3M1
114Robeco Institutional Asset Management B.V.$8.1M1
115Sumitomo Mitsui DS Asset Management Company, Ltd$8.1M1
116BROOKFIELD Corp /ON/$8.1M1
117Quinn Opportunity Partners LLC$7.9M1
118IFM Investors Pty Ltd$7.8M1
119KLP KAPITALFORVALTNING AS$7.8M1
120NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$7.7M1
121Soltis Investment Advisors LLC$7.7M1
122Bayhunt Capital LLC$7.6M1
123Presima Securities ULC$7.6M1
124QRG CAPITAL MANAGEMENT, INC.$7.3M1
125CARRONADE CAPITAL MANAGEMENT, LP$7.3M1
126UniSuper Management Pty Ltd$7.2M1
127NEOS Investment Management LLC$6.9M1
128Lansforsakringar Fondforvaltning AB (publ)$6.9M1
129CAPITOLIS LIQUID GLOBAL MARKETS LLC$6.9M1
130WELLINGTON MANAGEMENT GROUP LLP$6.8M1
131Edgestream Partners, L.P.$6.8M1
132FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$6.7M1
133Tredje AP-fonden$6.7M1
134ENVESTNET ASSET MANAGEMENT INC$6.5M1
135Investment Management Corp of Ontario$6.4M1
136Metis Global Partners, LLC$6.2M1
137NISSAY ASSET MANAGEMENT CORP /JAPAN$6.0M1
138MACKENZIE FINANCIAL CORP$5.9M1
139American Assets Investment Management, LLC$5.9M1
140SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.9M1
141USS Investment Management Ltd$5.9M1
142Andra AP-fonden$5.8M1
143Arizona State Retirement System$5.8M1
144PUBLIC SECTOR PENSION INVESTMENT BOARD$5.8M1
145STATE OF MICHIGAN RETIREMENT SYSTEM$5.6M1
146BANK OF NOVA SCOTIA$5.6M1
147Czech National Bank$5.5M1
148ProShare Advisors LLC$5.2M1
149WESTPAC BANKING CORP$5.1M1
150Masterton Capital Management, LP$5.0M1
151Corient Private Wealth LLC$5.0M1
152CIBC Asset Management Inc$4.9M1
153Consolidated Investment Group LLC$4.8M1
154NATIXIS$4.8M1
155Federation des caisses Desjardins du Quebec$4.7M1
156Mirae Asset Global Investments Co., Ltd.$4.7M1
157DnB Asset Management AS$4.6M1
158Eurizon Capital SGR S.p.A.$4.6M1
159NFJ INVESTMENT GROUP, LLC$4.4M1
160GUGGENHEIM CAPITAL LLC$4.4M1
161VOYA INVESTMENT MANAGEMENT LLC$4.3M1
162UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$4.3M1
163Wealthfront Advisers LLC$4.2M1
164Swedbank AB$4.1M1
165Alberta Investment Management Corp$4.1M1
166XPONANCE LLC$4.0M1
167Woodline Partners LP$4.0M1
168LPL Financial LLC$4.0M1
169Caprock Group, LLC$3.8M1
170Inspire Investing, LLC$3.8M1
171New Age Alpha Advisors, LLC$3.7M1
172Utah Retirement Systems$3.6M1
173Cetera Investment Advisers$3.6M1
174Janus Henderson Group Ltd.$3.6M1
175MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.5M1
176CREDIT AGRICOLE S A$3.3M1
177O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.3M1
178Ensign Peak Advisors, Inc$3.3M1
179Texas Yale Capital Corp.$3.3M1
180BARINGS LLC$3.1M1
181D. E. Shaw & Co., Inc.$3.1M1
182Vontobel Holding Ltd.$3.1M1
183Rakuten Investment Management, Inc.$3.0M1
184NEW YORK LIFE INVESTMENT MANAGEMENT LLC$3.0M1
185BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$3.0M1
186BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.9M1
187BDF-GESTION$2.8M1
188Candriam S.C.A.$2.8M1
189Illinois Municipal Retirement Fund$2.7M1
190ING GROEP NV$2.6M1
191Strategic Global Advisors, LLC$2.6M1
192Swiss Life Asset Management Ltd$2.5M1
193XTX Topco Ltd$2.4M1
194M&T BANK CORP$2.4M1
195OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.3M1
196AZZAD ASSET MANAGEMENT INC /ADV$2.3M1
197Squarepoint Ops LLC$2.2M1
198OP Asset Management Ltd$2.2M1
199Norinchukin Bank, The$2.2M1
200NORDEA INVESTMENT MANAGEMENT AB$2.2M1
201MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.2M1
202ASR Vermogensbeheer N.V.$2.2M1
203US BANCORP \DE\$2.1M1
204Beacon Pointe Advisors, LLC$2.0M1
205Summit Financial, LLC$2.0M1
206Rafferty Asset Management, LLC$2.0M1
207Machina Capital S.A.S.$2.0M1
208Vanguard Personalized Indexing Management, LLC$2.0M1
209JANE STREET GROUP, LLC$1.8M1
210MML INVESTORS SERVICES, LLC$1.8M1
211Summit Trail Advisors, LLC$1.8M1
212Vident Advisory, LLC$1.8M1
213ONTARIO TEACHERS PENSION PLAN BOARD$1.7M1
214Summit Place Financial Advisors, LLC$1.7M1
215Tidal Investments LLC$1.7M1
216Fisher Funds Management LTD$1.6M1
217Naviter Wealth, LLC$1.6M1
218Baird Financial Group, Inc.$1.6M1
219Vanderbilt University$1.6M1
220Avanza Fonder AB$1.6M1
221Ethic Inc.$1.5M1
222OSSIAM$1.5M1
223Sarasin & Partners LLP$1.5M1
224LECAP ASSET MANAGEMENT LTD$1.4M1
225DRW Securities, LLC$1.4M1
226WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.3M1
227VARCOV Co.$1.3M1
228MILLENNIUM MANAGEMENT LLC$1.3M1
229UHLMANN PRICE SECURITIES, LLC$1.3M1
230Dai-ichi Life Insurance Company, Ltd$1.3M1
231Crossmark Global Holdings, Inc.$1.2M1
232Fideuram Asset Management (Ireland) dac$1.2M1
233MIZUHO SECURITIES USA LLC$1.2M1
234Pathstone Holdings, LLC$1.2M1
235Havemeyer Place LP$1.2M1
236Brevan Howard Capital Management LP$1.2M1
237Sanctuary Advisors, LLC$1.1M1
238Global Wealth Management Investment Advisory, Inc.$1.1M1
239Jain Global LLC$1.1M1
240BLAIR WILLIAM & CO/IL$1.1M1
241Rockefeller Capital Management L.P.$1.1M1
242Maryland State Retirement & Pension System$1.1M1
243COMMONWEALTH EQUITY SERVICES, LLC$1.1M1
244DoubleLine ETF Adviser LP$1.1M1
245Cerity Partners LLC$1.0M1
246OMERS ADMINISTRATION Corp$990K1
247Moran Wealth Management, LLC$947K1
248Caption Management, LLC$946K1
249Snowden Capital Advisors LLC$935K1
250UNITED CAPITAL FINANCIAL ADVISORS, LLC$907K1
251Meiji Yasuda Asset Management Co Ltd.$887K1
252JAMISON PRIVATE WEALTH MANAGEMENT, INC.$883K1
253Chicago Partners Investment Group LLC$863K1
254Man Group plc$858K1
255Allspring Global Investments Holdings, LLC$839K1
256MUFG Securities EMEA plc$834K1
257HighTower Advisors, LLC$833K1
258GeoWealth Management, LLC$826K1
259ABN AMRO INVESTMENT SOLUTIONS$822K1
260Saudi Central Bank$789K1
261TOKIO MARINE ASSET MANAGEMENT CO LTD$780K1
262Atom Investors LP$779K1
263EXENCIAL WEALTH ADVISORS, LLC$776K1
264Empowered Funds, LLC$770K1
265MQS Management LLC$760K1
266Sustainable Insight Capital Management, LLC$735K1
267RB Capital Management, LLC$731K1
268AE Wealth Management LLC$705K1
269Walleye Trading LLC$704K1
270Dynamic Technology Lab Private Ltd$702K1
271CONNING INC.$694K1
272NOMURA HOLDINGS INC$666K1
273FIFTH THIRD BANCORP$655K1
274NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$651K1
275North Dakota State Investment Board$648K1
276COMMERCE BANK$634K1
277OSAIC HOLDINGS, INC.$620K1
278Inspire Advisors, LLC$596K1
279Jefferies Financial Group Inc.$592K1
280Westerkirk Capital Inc.$586K1
281J. Safra Sarasin Holding AG$584K1
282WOLVERINE ASSET MANAGEMENT LLC$579K1
283OPPENHEIMER ASSET MANAGEMENT INC.$576K1
284LONGFELLOW INVESTMENT MANAGEMENT CO LLC$557K1
285EVENTIDE ASSET MANAGEMENT, LLC$553K1
286SECURIAN ASSET MANAGEMENT, INC$551K1
287GTS SECURITIES LLC$549K1
288CWM, LLC$545K1
289Krane Funds Advisors LLC$541K1
290INTECH INVESTMENT MANAGEMENT LLC$541K1
291TRUIST FINANCIAL CORP$538K1
292ASSETMARK, INC$527K1
293NewEdge Wealth, LLC$527K1
294Probity Advisors, Inc.$510K1
295Envestnet Portfolio Solutions, Inc.$503K1
296Bridgewater Associates, LP$499K1
297Latash Investments, LLC$487K1
298BROWN ADVISORY INC$480K1
299GROUP ONE TRADING LLC$474K1
300Fairtree Asset Management (Pty) Ltd$461K1
301IMC-Chicago, LLC$460K1
302Fiduciary Group, LLC$458K1
303LMR Partners LLP$457K1
304FIDUCIARY TRUST CO$426K1
305CAXTON ASSOCIATES LLP$425K1
306Atria Investments, Inc$419K1
307Kintegral Advisory, LLC$418K1
308State of Wyoming$417K1
309QUADRANT CAPITAL GROUP LLC$405K1
310Mystic Asset Management, Inc.$389K1
311LVW Advisors, LLC$389K1
312Bridgefront Capital, LLC$388K1
313AlphaStar Capital Management, LLC$375K1
314NewEdge Advisors, LLC$372K1
315BENJAMIN EDWARDS INC$357K1
316HB Wealth Management, LLC$348K1
317WINTON GROUP Ltd$334K1
318Mill Capital Management, LLC$334K1
319Callan Family Office, LLC$334K1
320TEMA ETFS LLC$331K1
321AlTi Global, Inc.$320K1
322Storen Legacy Partners, LLC$319K1
323&PARTNERS$314K1
324KESTRA PRIVATE WEALTH SERVICES, LLC$311K1
325CLIFFORD SWAN INVESTMENT COUNSEL LLC$310K1
326Siemens Fonds Invest GmbH$309K1
327VestGen Advisors, LLC$308K1
328Garner Asset Management Corp$304K1
329BALYASNY ASSET MANAGEMENT L.P.$304K1
330OPPENHEIMER & CO INC$302K1
331Platform Technology Partners$297K1
332WINEBRENNER CAPITAL MANAGEMENT LLC$297K1
333Frank, Rimerman Advisors LLC$295K1
334Private Advisor Group, LLC$292K1
335Brooklyn Investment Group$289K1
336Transamerica Financial Advisors, LLC$283K1
337First Affirmative Financial Network$281K1
338Merit Financial Group, LLC$279K1
339Dorsey & Whitney Trust CO LLC$279K1
340Premier Path Wealth Partners, LLC$277K1
341Prestige Wealth Management Group LLC$276K1
342MAI Capital Management$272K1
343PROFUND ADVISORS LLC$269K1
344FORTRESS PRIVATE LEDGER, LLC$267K1
345Kestra Advisory Services, LLC$263K1
346Cresset Asset Management, LLC$260K1
347Sequoia Financial Advisors, LLC$259K1
348HOWLAND CAPITAL MANAGEMENT LLC$258K1
349Wynn Capital, LLC$258K1
350PRUDENTIAL PLC$257K1
351Farringdon Capital, Ltd.$256K1
352Arch Global Advisors, LLC$255K1
353M&G Plc$253K1
354Oak Asset Management, LLC$253K1
355Avior Wealth Management, LLC$252K1
356Klingman & Associates, LLC$251K1
357Financial Advisors Network, Inc.$248K1
358GATEWAY INVESTMENT ADVISERS LLC$247K1
359Haverford Trust Co$247K1
360Sagewood Asset Management LP$247K1
361BINGHAM PRIVATE WEALTH, LLC$242K1
362PRINCIPAL SECURITIES, INC.$242K1
363PEAK6 LLC$241K1
364FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$240K1
365Kingsview Wealth Management, LLC$238K1
366Compound Planning, Inc.$238K1
367SIGNATUREFD, LLC$237K1
368Checchi Capital Advisers, LLC$237K1
369PATTON FUND MANAGEMENT, INC.$233K1
370Aprio Wealth Management, LLC$230K1
371S-Bank Fund Management Ltd$228K1
372IRON Financial LLC$221K1
373Sound View Wealth Advisors Group, LLC$220K1
374MISSION WEALTH MANAGEMENT, LP$218K1
375C2C Wealth Management, LLC$218K1
376American Investment Services, Inc.$217K1
377SUMMITRY LLC$211K1
378Quadrature Capital Ltd$211K1
379NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$211K1
380Orion Porfolio Solutions, LLC$211K1
381SNOWWATER INVESTMENT PARTNERS, LLC$209K1
382Shay Capital LLC$207K1
383Henshaw Capital LLC$207K1
384FUKOKU MUTUAL LIFE INSURANCE CO$206K1
385Gilman Hill Asset Management, LLC$204K1
386RENAISSANCE GROUP LLC$202K1
387Eurizon SLJ Capital Ltd$144K1
388TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$126K1
389Atlantic Union Bankshares Corp$116K1
390Bank Julius Baer & Co. Ltd, Zurich$114K1
391HM PAYSON & CO$112K1
392ELEVATION WEALTH PARTNERS, LLC$104K1
393Allworth Financial LP$93.5K1
394FEDERATED HERMES, INC.$85.2K1
395Muzinich & Co., Inc.$78.4K1
396Glen Eagle Advisors, LLC$76.6K1
397Manchester Capital Management LLC$73.9K1
398Blue Trust, Inc.$73.2K1
399MONTAG A & ASSOCIATES INC$72.7K1
400DELTA ASSET MANAGEMENT LLC/TN$71.0K1
401Cromwell Holdings LLC$69.8K1
402Deseret Mutual Benefit Administrators$63.1K1
403Global X Japan Co., Ltd.$61.4K1
404CANADA LIFE ASSURANCE Co$47.6K1
405Parkside Financial Bank & Trust$40.5K1
406TD Waterhouse Canada Inc.$38.7K1
407UMB Bank, n.a.$37.0K1
408Smartleaf Asset Management LLC$33.3K1
409Leonteq Securities AG$32.5K1
410Caitong International Asset Management Co., Ltd$31.2K1
411SALEM INVESTMENT COUNSELORS INC$29.9K1
412Owl Creek Wealth Partners LLC$26.5K1
413Legacy Bridge, LLC$26.1K1
414Grove Bank & Trust$23.8K1
415CENTRAL TRUST Co$23.7K1
416HHM Wealth Advisors, LLC$23.7K1
417Spire Wealth Management$23.4K1
418Steward Partners Investment Advisory, LLC$23.1K1
419Three Bearings Fiduciary Advisors, Inc.$21.2K1
420BLUELINE ADVISORS LLC$20.8K1
421Silvant Capital Management LLC$18.4K1
422Arax Advisory Partners$17.9K1
423BEACON INVESTMENT ADVISORY SERVICES, INC.$17.7K1
424Larson Financial Group LLC$17.2K1
425NEW YORK STATE TEACHERS RETIREMENT SYSTEM$16.3K1
426EASTERN BANK$15.4K1
427Godfrey Financial Associates, Inc.$14.8K1
428FARMERS & MERCHANTS INVESTMENTS INC$13.9K1
429VAN ECK ASSOCIATES CORP$13.7K1
430State of Alaska, Department of Revenue$13.2K1
431MCF Advisors LLC$12.3K1
432Private Wealth Management Group, LLC$12.0K1
433BROWN, LISLE/CUMMINGS, INC.$11.8K1
434VISION FINANCIAL MARKETS LLC$11.8K1
435West Branch Capital LLC$11.8K1
436Gold Investment Management Ltd.$11.7K1
437REAP Financial Group, LLC$11.5K1
438Gillson Capital LP$11.1K1
439MV CAPITAL MANAGEMENT, INC.$10.1K1
440Treasurer of the State of North Carolina$9.6K1
441DekaBank Deutsche Girozentrale$9.1K1
442CVA Family Office, LLC$9.0K1
443Kemnay Advisory Services Inc.$8.8K1
444Moisand Fitzgerald Tamayo, LLC$6.6K1
445Key FInancial Inc$6.3K1
446Pacifica Partners Inc.$6.1K1
447Physician Wealth Advisors, Inc.$5.9K1
448KBC Group NV$5.4K1
449Pinnacle Wealth Planning Services, Inc.$5.3K1
450Community Financial Services Group, LLC$5.2K1
451Clearstead Advisors, LLC$5.0K1
452MATHER GROUP, LLC.$4.9K1
453IMG Wealth Management, Inc.$4.8K1
454Sachetta, LLC$4.7K1
455THRIVENT FINANCIAL FOR LUTHERANS$4.7K1
456Vestcor Inc$4.7K1
457SHP Wealth Management$4.3K1
458Bell Investment Advisors, Inc$3.8K1
459Signature Equity Partners, LLC$3.8K1
460Ilmarinen Mutual Pension Insurance Co$3.8K1
461SUMMIT SECURITIES GROUP LLC$3.4K1
462Aurora Investment Managers, LLC.$3.3K1
463Tradewinds Capital Management, LLC$3.3K1
464SouthState Bank Corp$3.0K1
465Abound Wealth Management$3.0K1
466CNB Bank$2.9K1
467POM Investment Strategies, LLC$2.8K1
468Medallion Wealth Advisors, LLC$2.7K1
469Clayton Financial Group LLC$2.4K1
470Dogwood Wealth Management LLC$2.1K1
471FINANCIAL CONSULATE, INC$1.8K1
472Pacific Center for Financial Services$1.5K1
473Kentucky Retirement Systems$1.4K1
474Clark Wealth Partners$1.3K1
475Raleigh Capital Management Inc.$1.2K1
476ALBION FINANCIAL GROUP /UT$1.2K1
477Wall Street Financial Group, Inc.$1.2K1
478Crewe Advisors LLC$9481
479American Capital Advisory, LLC$9471
480PARK AVENUE SECURITIES LLC$7501
481Johnson Financial Group, Inc.$7191
482Nvest Wealth Strategies, Inc.$7101
483Penserra Capital Management LLC$6341
484Annis Gardner Whiting Capital Advisors, LLC$5391
485Retirement Wealth Solutions LLC$5331
486AMERIFLEX GROUP, INC.$5321
487Cambridge Investment Research Advisors, Inc.$2591
488GHP Investment Advisors, Inc.$2371
489Quaker Wealth Management, LLC$1191
490TFC Financial Management, Inc.$1191
491Activest Wealth Management$1181
492Beaird Harris Wealth Management, LLC$891
493DHJJ Financial Advisors, Ltd.$601
494MEEDER ASSET MANAGEMENT INC$591
495Smithfield Trust Co$591
496Avion Wealth$291
497Capital Analysts, LLC$61
498HAZLETT, BURT & WATSON, INC.$01
499VANGUARD GROUP INC— value not disclosed1
500GLENMEDE TRUST CO NA— value not disclosed1
Truncated by Public Filings. Every one of the 498 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 EQR

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for EQR · financials and macro

Financials — as filed PLANNED

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