Public record / Tickers / ESI

ESI — Element Solutions Inc†

Both disclosure regimes on one name: who in Congress filed about ESI, 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
12
all PTR rows naming ESI
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
12-29
filed 2022-12-29
13F holders
402
top-402 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

Greg Gianforte · $15.0K–$50.0K

BUY · traded 2020-06-23 → filed 2020-07-01. Ranked over every ESI row by the provable lower bound, never a point estimate.

No member disclosed ESI 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.

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

No dated ESI 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 ESI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ESI
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2022-12-29Susie Lee D–NV-3SELL JT (jointly owned)Traded 11-30 +29d$1K–$15K
2021-10-12Susie Lee D–NV-3BUY JT (jointly owned)Traded 09-24 +18d$1K–$15K
2020-07-01Greg Gianforte R–MT-ALBUY JT (jointly owned)Traded 06-23 +8d$15K–$50K
2020-04-14Greg Gianforte R–MT-ALBUY JT (jointly owned)Traded 04-03 +11d$1K–$15K
2020-04-14Greg Gianforte R–MT-ALBUY JT (jointly owned)Traded 04-03 +11d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 12 ↗

Members active in ESI

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

No member disclosed ESI in the trailing 12 months.

Congress ↔ notable managers · ESI

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 $44.5M held

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

Merged timeline of congressional filings and notable-manager moves on ESI
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+241,904 sh
2026-05-15Glenview Capital 13FTRIM−1,205,204 sh
2026-05-15Bridgewater Associates 13FTRIM−52,186 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 ESI for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$930M1
2FMR LLC$706M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$466M1
4VANGUARD CAPITAL MANAGEMENT LLC$366M1
5Invesco Ltd.$307M1
6DIMENSIONAL FUND ADVISORS LP$289M1
7FIL Ltd$276M1
8STATE STREET CORP$249M1
9GEODE CAPITAL MANAGEMENT, LLC$178M1
10LOCUST WOOD CAPITAL ADVISERS, LLC$151M1
11ALLIANCEBERNSTEIN L.P.$126M1
12Capital World Investors$124M1
13MASSACHUSETTS FINANCIAL SERVICES CO /MA/$107M1
14SCOPUS ASSET MANAGEMENT, L.P.$106M1
15Gates Capital Management, Inc.$104M1
16JENNISON ASSOCIATES LLC$102M1
17AMERICAN CENTURY COMPANIES INC$98.7M1
18Bank of New York Mellon Corp$90.5M1
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC$90.3M1
20NEW SOUTH CAPITAL MANAGEMENT INC$82.7M1
21WELLINGTON MANAGEMENT GROUP LLP$80.0M1
22FIRST TRUST ADVISORS LP$75.8M1
23Point72 Asset Management, L.P.$69.5M1
24ROYCE & ASSOCIATES LP$67.1M1
25MORGAN STANLEY$65.7M1
26NORTHERN TRUST CORP$61.7M1
27Clearbridge Investments, LLC$60.1M1
28GLENVIEW CAPITAL MANAGEMENT, LLC$55.6M1
29VOYA INVESTMENT MANAGEMENT LLC$52.7M1
30VICTORY CAPITAL MANAGEMENT INC$49.2M1
31VANGUARD FIDUCIARY TRUST CO$48.6M1
32Quantinno Capital Management LP$47.3M1
33Gotham Asset Management, LLC$44.5M1
34UBS Group AG$43.1M1
35RAYMOND JAMES FINANCIAL INC$42.6M1
36Holocene Advisors, LP$40.4M1
37EVENTIDE ASSET MANAGEMENT, LLC$39.8M1
38AMERIPRISE FINANCIAL INC$38.1M1
39PRINCIPAL FINANCIAL GROUP INC$37.6M1
40Boston Partners$37.5M1
41LONDON CO OF VIRGINIA$35.9M1
42PUBLIC SECTOR PENSION INVESTMENT BOARD$33.0M1
43ENVESTNET ASSET MANAGEMENT INC$30.4M1
44BANK OF AMERICA CORP /DE/$30.1M1
45AQR CAPITAL MANAGEMENT LLC$28.1M1
46Troluce Capital Advisors LLC$27.7M1
47SEI INVESTMENTS CO$27.4M1
48Nuveen, LLC$23.7M1
49UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$22.8M1
50SCHRODER INVESTMENT MANAGEMENT GROUP$22.7M1
51Beck Bode, LLC$20.0M1
52WCM INVESTMENT MANAGEMENT, LLC$19.3M1
53STATE OF WISCONSIN INVESTMENT BOARD$18.4M1
54Legal & General Group Plc$18.1M1
55Clark Capital Management Group, Inc.$18.1M1
56RHUMBLINE ADVISERS$18.0M1
57PEREGRINE CAPITAL MANAGEMENT LLC$17.9M1
58MILLENNIUM MANAGEMENT LLC$17.6M1
59CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$17.1M1
60FENIMORE ASSET MANAGEMENT INC$16.0M1
61Swiss National Bank$15.5M1
62Corient Private Wealth LLC$13.7M1
63BARROW HANLEY MEWHINNEY & STRAUSS LLC$13.6M1
64Allspring Global Investments Holdings, LLC$13.1M1
65DDD Partners, LLC$12.4M1
66Ceredex Value Advisors LLC$12.4M1
67NEW YORK STATE COMMON RETIREMENT FUND$11.2M1
68MOODY ALDRICH PARTNERS LLC$9.5M1
69CASTLEARK MANAGEMENT LLC$9.4M1
70PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$8.7M1
71Jain Global LLC$8.6M1
72IRIDIAN ASSET MANAGEMENT LLC/CT$8.1M1
73GUGGENHEIM CAPITAL LLC$7.8M1
74Portolan Capital Management, LLC$7.6M1
75STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$7.3M1
76Granite Investment Partners, LLC$7.2M1
77VANGUARD ASSET MANAGEMENT, Ltd$7.1M1
78Swedbank AB$6.9M1
79Blue Zone Wealth Advisors, LLC$6.3M1
80Universal- Beteiligungs- und Servicegesellschaft mbH$5.9M1
81Oliver Luxxe Assets LLC$5.8M1
82TD ASSET MANAGEMENT INC$5.8M1
83NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$5.7M1
84Atom Investors LP$5.6M1
85Dana Investment Advisors, Inc.$5.4M1
86WELLS FARGO & COMPANY/MN$5.4M1
87HOMESTEAD ADVISERS CORP$5.3M1
88Bridgewater Associates, LP$5.3M1
89Squarepoint Ops LLC$5.1M1
90SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.9M1
91Vest Financial, LLC$4.8M1
92ARGENT CAPITAL MANAGEMENT LLC$4.8M1
93Creative Planning$4.7M1
94Cerity Partners LLC$4.5M1
95ROYAL BANK OF CANADA$4.5M1
96Amundi$4.4M1
97Candelo Capital Management LP$4.3M1
98LPL Financial LLC$4.3M1
99Illinois Municipal Retirement Fund$4.3M1
100Meiji Yasuda Asset Management Co Ltd.$4.1M1
101STIFEL FINANCIAL CORP$4.1M1
102Rokos Capital Management LLP$3.9M1
103Phocas Financial Corp.$3.6M1
104Ruffer LLP$3.6M1
105Intrinsic Edge Capital Management LLC$3.5M1
106MML INVESTORS SERVICES, LLC$3.5M1
107Janus Henderson Group Ltd.$3.4M1
108JOHNSON INVESTMENT COUNSEL INC$3.3M1
109Zurcher Kantonalbank (Zurich Cantonalbank)$3.2M1
110CITADEL ADVISORS LLC$3.2M1
111Vanguard Global Advisers, LLC$3.2M1
112CREDIT AGRICOLE S A$3.1M1
113State of New Jersey Common Pension Fund D$2.9M1
114PEAK FINANCIAL ADVISORS LLC$2.7M1
115CIBC Bancorp USA Inc.$2.6M1
116Hudson Bay Capital Management LP$2.4M1
117Orion Porfolio Solutions, LLC$2.4M1
118FIFTH THIRD BANCORP$2.3M1
119BOOTHBAY FUND MANAGEMENT, LLC$2.2M1
120Summit Trail Advisors, LLC$2.2M1
121Arizona State Retirement System$2.2M1
122YOUSIF CAPITAL MANAGEMENT, LLC$2.1M1
123Pinnacle Financial Partners, Inc.$2.1M1
124EQUITABLE TRUST CO$2.0M1
125Vanguard Investments Australia, Ltd.$2.0M1
126OPPENHEIMER ASSET MANAGEMENT INC.$2.0M1
127First Eagle Investment Management, LLC$1.9M1
128COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.9M1
129Man Group plc$1.9M1
130TRUIST FINANCIAL CORP$1.9M1
131RBF Capital, LLC$1.9M1
132Caprock Group, LLC$1.8M1
133OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.8M1
134MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.8M1
135KLP KAPITALFORVALTNING AS$1.7M1
136Empowered Funds, LLC$1.7M1
137K2 PRINCIPAL FUND, L.P.$1.7M1
138GLENMEDE TRUST CO NA$1.7M1
139TEACHER RETIREMENT SYSTEM OF TEXAS$1.6M1
140Focus Partners Wealth$1.6M1
141Meiji Yasuda Life Insurance Co$1.5M1
142CITIGROUP INC$1.5M1
143Maryland State Retirement & Pension System$1.5M1
144MAVERICK CAPITAL LTD$1.5M1
145COOKSON PEIRCE & CO INC$1.5M1
146Oak Thistle LLC$1.5M1
147ADVISORY RESEARCH INC$1.4M1
148Pathstone Holdings, LLC$1.3M1
149BANK OF MONTREAL /CAN/$1.3M1
150MOODY NATIONAL BANK TRUST DIVISION$1.3M1
151Federation des caisses Desjardins du Quebec$1.2M1
152Pictet Asset Management Holding SA$1.2M1
153MERCER GLOBAL ADVISORS INC /ADV$1.2M1
154FRANKLIN RESOURCES INC$1.2M1
155Cetera Investment Advisers$1.2M1
156KORNITZER CAPITAL MANAGEMENT INC /KS$1.1M1
157PRELUDE CAPITAL MANAGEMENT, LLC$1.1M1
158DEUTSCHE BANK AG\$1.1M1
159D L CARLSON INVESTMENT GROUP INC$1.1M1
160Inscription Capital, LLC$1.0M1
161GROUP ONE TRADING LLC$1.0M1
162Sequoia Financial Advisors, LLC$1.0M1
163Vontobel Holding Ltd.$1.0M1
164GUIDANCE CAPITAL, INC$980K1
165Beacon Pointe Advisors, LLC$904K1
166MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$889K1
167Csenge Advisory Group$878K1
168World Investment Advisors$874K1
169Pitcairn Wealth Advisors LLC$866K1
170WASHINGTON CAPITAL MANAGEMENT, INC$749K1
171Ethic Inc.$740K1
172Verition Fund Management LLC$722K1
173Swiss Life Asset Management Ltd$707K1
174Tidal Investments LLC$706K1
175Chicago Partners Investment Group LLC$698K1
176Vanguard Personalized Indexing Management, LLC$683K1
177ELEVATION POINT WEALTH PARTNERS, LLC$678K1
178Aaron Wealth Advisors LLC$672K1
179Lido Advisors, LLC$659K1
180M&T BANK CORP$651K1
181US BANCORP \DE\$640K1
182Vestmark Advisory Solutions, Inc.$634K1
183LAZARD ASSET MANAGEMENT LLC$633K1
184MIRABELLA FINANCIAL SERVICES LLP$631K1
185Brooklyn Investment Group$625K1
186CWM, LLC$611K1
187CHOREO, LLC$607K1
188HighTower Advisors, LLC$606K1
189OneAscent Investment Solutions LLC$599K1
190Atria Investments, Inc$592K1
191KEYBANK NATIONAL ASSOCIATION/OH$591K1
192Walleye Trading LLC$581K1
193XPONANCE LLC$560K1
194WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$543K1
195Kera Capital Partners, Inc.$532K1
196WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$528K1
197Advisor Resource Council$520K1
198PRINCIPAL SECURITIES, INC.$513K1
199CIBC Asset Management Inc$511K1
200EVERGREEN CAPITAL MANAGEMENT LLC$508K1
201REGIONS FINANCIAL CORP$488K1
202Private Advisor Group, LLC$475K1
203Ensign Peak Advisors, Inc$466K1
204Fortis Advisors, LLC$457K1
205OneDigital Investment Advisors LLC$442K1
206DnB Asset Management AS$426K1
207Advisors Asset Management, Inc.$421K1
208JANE STREET GROUP, LLC$421K1
209&PARTNERS$416K1
210Utah Retirement Systems$406K1
211Perbak Capital Partners LLP$402K1
212EntryPoint Capital, LLC$377K1
213Ameritas Advisory Services, LLC$367K1
214CREDIT INDUSTRIEL ET COMMERCIAL$366K1
215UNITED CAPITAL FINANCIAL ADVISORS, LLC$363K1
216TWO SIGMA SECURITIES, LLC$362K1
217INTRUST BANK NA$351K1
218HUB Investment Partners, LLC$346K1
219Rockefeller Capital Management L.P.$345K1
220O'SHAUGHNESSY ASSET MANAGEMENT, LLC$345K1
221Baker Avenue Asset Management, LP$342K1
222Walnut Level Capital LLC$341K1
223Caitong International Asset Management Co., Ltd$337K1
224CAPSTONE INVESTMENT ADVISORS, LLC$335K1
225Callan Family Office, LLC$329K1
226OneAscent Financial Services LLC$318K1
227Edgestream Partners, L.P.$298K1
228QRG CAPITAL MANAGEMENT, INC.$297K1
229NAVELLIER & ASSOCIATES INC$289K1
230Merit Financial Group, LLC$285K1
231Frec Markets, Inc.$277K1
232COLDSTREAM CAPITAL MANAGEMENT INC$272K1
233SHELTON CAPITAL MANAGEMENT$263K1
234SAGE RHINO CAPITAL LLC$262K1
235EP Wealth Advisors, LLC$261K1
236HBK Sorce Advisory LLC$261K1
237KING LUTHER CAPITAL MANAGEMENT CORP$260K1
238Sterling Capital Management LLC$258K1
239SEARLE & CO.$257K1
240FIDUCIARY TRUST CO$254K1
241MBB PUBLIC MARKETS I LLC$254K1
242Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$253K1
243Fieldview Capital Management, LLC$252K1
244PANAGORA ASSET MANAGEMENT INC$252K1
245Red Wave Investments LLC$249K1
246HSBC HOLDINGS PLC$248K1
247BARCLAYS PLC$243K1
248PROFUND ADVISORS LLC$240K1
249Sanctuary Advisors, LLC$239K1
250Fifth Third Wealth Advisors LLC$233K1
251COMMONWEALTH EQUITY SERVICES, LLC$232K1
252OneAscent Wealth Management LLC$227K1
253North Dakota State Investment Board$225K1
254HOHIMER WEALTH MANAGEMENT, LLC$224K1
255Arax Advisory Partners$224K1
256Savant Capital, LLC$220K1
257Seelaus Asset Management LLC$208K1
258DRW Securities, LLC$206K1
259HB Wealth Management, LLC$205K1
260Envestnet Portfolio Solutions, Inc.$204K1
261GTS SECURITIES LLC$202K1
262OneAscent Family Office, LLC$200K1
263New Age Alpha Advisors, LLC$188K1
264Mitsubishi UFJ Trust & Banking Corp$184K1
265NISA INVESTMENT ADVISORS, LLC$175K1
266QUADRANT CAPITAL GROUP LLC$173K1
267Pinnacle Wealth Planning Services, Inc.$161K1
268BNP Paribas Asset Management Holding S.A.$143K1
269Smartleaf Asset Management LLC$139K1
270State of Wyoming$128K1
271MetLife Investment Management, LLC$126K1
272OSAIC HOLDINGS, INC.$112K1
273THRIVENT FINANCIAL FOR LUTHERANS$97.9K1
274Parkside Financial Bank & Trust$95.0K1
275Tower Research Capital LLC (TRC)$91.9K1
276SIGNATUREFD, LLC$77.1K1
277LORD, ABBETT & CO. LLC$76.3K1
278UMB Bank, n.a.$74.5K1
279Bayforest Capital Ltd$49.9K1
280Ancora Advisors LLC$46.6K1
281Measured Wealth Private Client Group, LLC$45.3K1
282SJS Investment Consulting Inc.$43.8K1
283Quarry LP$42.9K1
284Allworth Financial LP$41.4K1
285NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$38.8K1
286PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$32.6K1
287NOMURA ASSET MANAGEMENT CO LTD$30.4K1
288True Wealth Design, LLC$27.8K1
289ASSETMARK, INC$26.6K1
290NATIXIS ADVISORS, LLC$25.5K1
291Larson Financial Group LLC$23.6K1
292Blue Trust, Inc.$18.4K1
293Richardson Capital Management LLC$14.3K1
294Clark Wealth Partners$13.6K1
295Mitsubishi UFJ Asset Management Co., Ltd.$12.1K1
296CVA Family Office, LLC$11.9K1
297MidFirst Bank$10.7K1
298DANSKE BANK A/S$10.2K1
299DT Investment Partners, LLC$9.9K1
300Truvestments Capital LLC$9.8K1
301JFS WEALTH ADVISORS, LLC$7.8K1
302Copeland Capital Management, LLC$7.8K1
303MEEDER ASSET MANAGEMENT INC$7.7K1
304CANADA LIFE ASSURANCE Co$7.0K1
305CBIZ Investment Advisory Services, LLC$5.6K1
306Private Wealth Management Group, LLC$5.1K1
307JONES FINANCIAL COMPANIES LLLP$4.8K1
308Plato Investment Management Ltd$4.8K1
309Owl Creek Wealth Partners LLC$4.8K1
310MAI Capital Management$4.7K1
311State of Alaska, Department of Revenue$4.2K1
312ELEVATION WEALTH PARTNERS, LLC$4.1K1
313FARMERS & MERCHANTS INVESTMENTS INC$4.1K1
314Walleye Capital LLC$3.7K1
315Sachetta, LLC$3.4K1
316Treasurer of the State of North Carolina$3.3K1
317ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$3.2K1
318ALBION FINANCIAL GROUP /UT$2.9K1
319Abound Wealth Management$2.8K1
320NEW YORK STATE TEACHERS RETIREMENT SYSTEM$2.6K1
321Bell Investment Advisors, Inc$2.6K1
322JPL Wealth Management, LLC$2.4K1
323AMALGAMATED BANK$2.4K1
324MONTAG A & ASSOCIATES INC$2.4K1
325Jackson Creek Investment Advisors LLC$2.2K1
326Physician Wealth Advisors, Inc.$2.1K1
327TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.9K1
328Ankerstar Wealth, LLC$1.6K1
329Rialto Wealth Management, LLC$1.6K1
330SouthState Bank Corp$1.5K1
331GILPIN WEALTH MANAGEMENT, LLC$1.3K1
332DiNuzzo Private Wealth, Inc.$1.3K1
333BROWN, LISLE/CUMMINGS, INC.$1.2K1
334Manchester Capital Management LLC$1.1K1
335HARBOR CAPITAL ADVISORS, INC.$1.1K1
336Cromwell Holdings LLC$1.1K1
337SBI Securities Co., Ltd.$8541
338Vermillion Wealth Management, Inc.$6831
339Claret Asset Management Corp$5901
340Activest Wealth Management$5801
341HFM Investment Advisors, LLC$5801
342Prestige Wealth Management Group LLC$4781
343TopTier Wealth Management, LLC$4781
344AMERIFLEX GROUP, INC.$4441
345Intentional Wealth Strategies, LLC$4101
346Rakuten Securities, Inc.$3411
347Signature Equity Partners, LLC$3371
348Virtu Financial LLC$3341
349KBC Group NV$2351
350SkyView Investment Advisors, LLC$2201
351SHP Wealth Management$1711
352Kilter Group LLC$1711
353MV CAPITAL MANAGEMENT, INC.$1371
354Transamerica Financial Advisors, LLC$681
355GHP Investment Advisors, Inc.$351
356VALLEY NATIONAL ADVISERS INC$41
357Avion Wealth$01
358VANGUARD GROUP INC— value not disclosed1
359HARBOUR INVESTMENTS, INC.— value not disclosed1
360Clearstead Advisors, LLC— value not disclosed1
361COMERICA BANK— value not disclosed1
362MACKENZIE FINANCIAL CORP— value not disclosed1
363PARK AVENUE SECURITIES LLC— value not disclosed1
364TRUST CO OF VERMONT— value not disclosed1
365PRUDENTIAL FINANCIAL INC— value not disclosed1
366ADAGE CAPITAL PARTNERS GP, L.L.C.— value not disclosed1
367PRIVATE TRUST CO NA— value not disclosed1
368CIBC Private Wealth Group LLC— value not disclosed1
369Magnetar Financial LLC— value not disclosed1
370GSA CAPITAL PARTNERS LLP— value not disclosed1
371Brevan Howard Capital Management LP— value not disclosed1
372Allianz Asset Management GmbH— value not disclosed1
373LANDSCAPE CAPITAL MANAGEMENT, L.L.C.— value not disclosed1
374Assenagon Asset Management S.A.— value not disclosed1
375Connor, Clark & Lunn Investment Management Ltd.— value not disclosed1
376Friedenthal Financial— value not disclosed1
377Lighthouse Investment Partners, LLC— value not disclosed1
378Trexquant Investment LP— value not disclosed1
379Numerai GP LLC— value not disclosed1
380Centiva Capital, LP— value not disclosed1
381IFG Advisory, LLC— value not disclosed1
382Qube Research & Technologies Ltd— value not disclosed1
383ExodusPoint Capital Management, LP— value not disclosed1
384Elo Mutual Pension Insurance Co— value not disclosed1
385Global Retirement Partners, LLC— value not disclosed1
386MQS Management LLC— value not disclosed1
387Cynosure Group, LLC— value not disclosed1
388TWINBEECH CAPITAL LP— value not disclosed1
389CERTUITY, LLC— value not disclosed1
390INCEPTIONR LLC— value not disclosed1
391XTX Topco Ltd— value not disclosed1
392Kestra Advisory Services, LLC— value not disclosed1
393Concentric Capital Strategies, LP— value not disclosed1
394AlphaQuest LLC— value not disclosed1
395Forum Financial Management, LP— value not disclosed1
396SageView Advisory Group, LLC— value not disclosed1
397Dunhill Financial, LLC— value not disclosed1
398Nemes Rush Group LLC— value not disclosed1
399FIDUCIARY FAMILY OFFICE, LLC— value not disclosed1
400Albar Capital Partners LLP— value not disclosed1
401Reflection Asset Management— value not disclosed1
402MCGUIRE CAPITAL ADVISORS INC— value not disclosed1
Truncated by Public Filings. Every one of the 357 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 ESI

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for ESI · financials and macro

Financials — as filed PLANNED

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