Public record / Tickers / FRT

FRT — FEDERAL REALTY INVESTMENT TRUST†

Both disclosure regimes on one name: who in Congress filed about FRT, 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 FRT
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
440
top-440 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

Tom Malinowski · $15.0K–$50.0K

SELL · traded 2019-10-25 → filed 2021-07-09. Ranked over every FRT row by the provable lower bound, never a point estimate.

1 member · 1 buys / 0 sells

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

7 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 FRT · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning FRT
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKBUYTraded 03-27 LATE·116d$1K–$15K
2021-07-09Tom Malinowski D–NJ-7SELLTraded 2019-10-25 LATE·623d$15K–$50K
2021-07-09Tom Malinowski D–NJ-7SELLTraded 2019-10-25 LATE·623d$1K–$15K
2021-07-09Tom Malinowski D–NJ-7BUYTraded 2019-07-22 LATE·718d$1K–$15K
2021-07-09Tom Malinowski D–NJ-7BUYTraded 2019-01-18 LATE·903d$15K–$50K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 9 ↗

Members active in FRT

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing FRT 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.
Alan Armstrong R–OK1$1.0K to $15.0K2

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

Congress ↔ notable managers · FRT

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

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
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 $24.1M held
Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · FEDERAL RLTY INVT TR NEW

Merged timeline of congressional filings and notable-manager moves on FRT
DateWhoChangeSize
2026-07-21Alan Armstrong CongressBUY$1K–$15K
2026-05-15Gotham Asset Management 13FADD+38,559 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 FRT for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$918M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$774M1
3STATE STREET CORP$677M1
4VANGUARD CAPITAL MANAGEMENT LLC$571M1
5Resolution Capital Ltd$387M1
6Invesco Ltd.$286M1
7AQR CAPITAL MANAGEMENT LLC$222M1
8NORTHERN TRUST CORP$174M1
9ProShare Advisors LLC$173M1
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC$158M1
11DIMENSIONAL FUND ADVISORS LP$136M1
12FMR LLC$136M1
13MORGAN STANLEY$113M1
14MASSACHUSETTS FINANCIAL SERVICES CO /MA/$113M1
15Nuveen, LLC$108M1
16WELLS FARGO & COMPANY/MN$91.8M1
17Legal & General Group Plc$75.0M1
18GRS Advisors, LLC$72.9M1
19RUSH ISLAND MANAGEMENT, LP$67.8M1
20MILLENNIUM MANAGEMENT LLC$63.5M1
21BANK OF AMERICA CORP /DE/$54.1M1
22Vest Financial, LLC$53.7M1
23NOMURA ASSET MANAGEMENT CO LTD$52.6M1
24ADAGE CAPITAL PARTNERS GP, L.L.C.$48.3M1
25VANGUARD FIDUCIARY TRUST CO$47.6M1
26Janus Henderson Group Ltd.$43.9M1
27UBS Group AG$43.4M1
28DEUTSCHE BANK AG\$42.9M1
29SEI INVESTMENTS CO$42.6M1
30Woodline Partners LP$41.8M1
31FIRST TRUST ADVISORS LP$40.6M1
32Quantinno Capital Management LP$37.0M1
33CITIGROUP INC$31.9M1
34Curi Capital, LLC$29.8M1
35BANK OF MONTREAL /CAN/$29.5M1
36PRIVATE MANAGEMENT GROUP INC$29.4M1
37APG Asset Management US Inc.$29.0M1
38HSBC HOLDINGS PLC$29.0M1
39SCHRODER INVESTMENT MANAGEMENT GROUP$28.4M1
40TWO SIGMA INVESTMENTS, LP$24.7M1
41ROYAL BANK OF CANADA$24.1M1
42Gotham Asset Management, LLC$24.1M1
43WESTWOOD HOLDINGS GROUP INC$23.4M1
44Mitsubishi UFJ Asset Management Co., Ltd.$21.4M1
45PACIFIC HEIGHTS ASSET MANAGEMENT LLC$21.2M1
46Rockefeller Capital Management L.P.$21.2M1
47Masterton Capital Management, LP$18.4M1
48RWC Asset Management LLP$18.3M1
49Amundi$17.9M1
50Hazelview Securities Inc.$17.8M1
51Vanguard Global Advisers, LLC$17.6M1
52Swiss National Bank$17.2M1
53HEITMAN REAL ESTATE SECURITIES LLC$16.9M1
54Qube Research & Technologies Ltd$16.2M1
55Jain Global LLC$16.0M1
56Schonfeld Strategic Advisors LLC$16.0M1
57BOOTHBAY FUND MANAGEMENT, LLC$15.9M1
58CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$15.6M1
59RAYMOND JAMES FINANCIAL INC$15.5M1
60CIBC Asset Management Inc$14.8M1
61NORDEA INVESTMENT MANAGEMENT AB$14.2M1
62Lighthouse Investment Partners, LLC$14.1M1
63MIZUHO MARKETS AMERICAS LLC$14.0M1
64BANK OF NOVA SCOTIA$13.7M1
65TRUIST FINANCIAL CORP$13.2M1
66PRINCIPAL FINANCIAL GROUP INC$13.2M1
67IEQ CAPITAL, LLC$13.2M1
68BNP Paribas Asset Management Holding S.A.$12.9M1
69Asset Management One Co., Ltd.$12.9M1
70Susquehanna Portfolio Strategies, LLC$12.7M1
71ALLIANCEBERNSTEIN L.P.$11.7M1
72Meiji Yasuda Asset Management Co Ltd.$11.1M1
73Cerity Partners LLC$10.7M1
74Mariner, LLC$10.2M1
75Creative Planning$10.1M1
76ENVESTNET ASSET MANAGEMENT INC$10.0M1
77Allianz Asset Management GmbH$8.9M1
78Cresset Asset Management, LLC$8.3M1
79LPL Financial LLC$8.2M1
80Vanguard Investments Australia, Ltd.$8.2M1
81State of New Jersey Common Pension Fund D$8.1M1
82STIFEL FINANCIAL CORP$8.1M1
83VANGUARD ASSET MANAGEMENT, Ltd$7.9M1
84STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$7.5M1
85MERCER GLOBAL ADVISORS INC /ADV$7.3M1
86CWM, LLC$7.3M1
87Robeco Institutional Asset Management B.V.$7.3M1
88Verition Fund Management LLC$7.1M1
89MANUFACTURERS LIFE INSURANCE COMPANY, THE$6.8M1
90NAN FUNG TRINITY (HK) Ltd$6.8M1
91INTACT INVESTMENT MANAGEMENT INC.$6.7M1
92Zurcher Kantonalbank (Zurich Cantonalbank)$6.5M1
93Retirement Systems of Alabama$6.4M1
94COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$6.1M1
95GUGGENHEIM CAPITAL LLC$5.9M1
96Resona Asset Management Co.,Ltd.$5.8M1
97MATTERN CAPITAL MANAGEMENT, LLC$5.8M1
98PRUDENTIAL FINANCIAL INC$5.6M1
99PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$5.5M1
100MACQUARIE GROUP LTD$5.1M1
101Cetera Investment Advisers$5.0M1
102FIL Ltd$5.0M1
103JB Capital LLC$5.0M1
104CIBC Bancorp USA Inc.$4.9M1
105HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$4.8M1
106Kinloch Capital, LLC$4.7M1
107Focus Partners Wealth$4.6M1
108Atom Investors LP$4.6M1
109NATIONAL BANK OF CANADA /FI/$4.5M1
110Daiwa Securities Group Inc.$4.5M1
111Vert Asset Management LLC$4.2M1
112Chevy Chase Trust Holdings, LLC$4.2M1
113Aberdeen Group plc$4.2M1
1141832 Asset Management L.P.$4.1M1
115AMERICAN CENTURY COMPANIES INC$3.9M1
116WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.7M1
117Sophron Capital Management L.P.$3.7M1
118ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$3.7M1
119FRANKLIN RESOURCES INC$3.7M1
120New Insight Wealth Advisors$3.6M1
121HighTower Advisors, LLC$3.5M1
122UniSuper Management Pty Ltd$3.4M1
123TRILLIUM ASSET MANAGEMENT, LLC$3.4M1
124Mirae Asset Global Investments Co., Ltd.$3.3M1
125Vanguard National Trust Co$3.2M1
126Oak Thistle LLC$3.2M1
127Squarepoint Ops LLC$3.0M1
128Xcel Wealth Management, LLC$2.7M1
129NEOS Investment Management LLC$2.6M1
130FIFTH THIRD BANCORP$2.6M1
131TORONTO DOMINION BANK$2.5M1
132Arizona State Retirement System$2.4M1
133PUBLIC SECTOR PENSION INVESTMENT BOARD$2.4M1
134Metis Global Partners, LLC$2.3M1
135CITADEL ADVISORS LLC$2.3M1
136SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.3M1
137Holocene Advisors, LP$2.3M1
138EXCHANGE TRADED CONCEPTS, LLC$2.3M1
139Czech National Bank$2.3M1
140Sumitomo Mitsui DS Asset Management Company, Ltd$2.2M1
141NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.2M1
142LMR Partners LLP$2.0M1
143NATIXIS$2.0M1
144Richard Bernstein Advisors LLC$1.9M1
145Corient Private Wealth LLC$1.9M1
146Pictet Asset Management Holding SA$1.9M1
147Universal- Beteiligungs- und Servicegesellschaft mbH$1.8M1
148BROWN ADVISORY INC$1.8M1
149Steward Partners Investment Advisory, LLC$1.8M1
150Pathway Financial Advisers, LLC$1.7M1
151AlTi Global, Inc.$1.7M1
152VOYA INVESTMENT MANAGEMENT LLC$1.7M1
153Federation des caisses Desjardins du Quebec$1.6M1
154Blackhawk Capital Partners, LLC$1.6M1
155Summit Trail Advisors, LLC$1.6M1
156Sigma Planning Corp$1.6M1
157RENAISSANCE TECHNOLOGIES LLC$1.5M1
158IFM Investors Pty Ltd$1.5M1
159Utah Retirement Systems$1.5M1
160Kesler, Norman & Wride, LLC$1.4M1
161Polymer Capital Management (US) LLC$1.4M1
162TD ASSET MANAGEMENT INC$1.4M1
163NISSAY ASSET MANAGEMENT CORP /JAPAN$1.3M1
164Lido Advisors, LLC$1.3M1
165OSAIC HOLDINGS, INC.$1.3M1
166COLDSTREAM CAPITAL MANAGEMENT INC$1.3M1
167XPONANCE LLC$1.2M1
168NOMURA HOLDINGS INC$1.2M1
169GeoWealth Management, LLC$1.2M1
170Marshall Financial Group, LLC$1.2M1
171STATE OF WISCONSIN INVESTMENT BOARD$1.2M1
172Summit Financial, LLC$1.2M1
173&PARTNERS$1.2M1
174PFW Advisors LLC$1.2M1
175KESTRA PRIVATE WEALTH SERVICES, LLC$1.1M1
176O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.1M1
177Allspring Global Investments Holdings, LLC$1.1M1
178HUB Investment Partners, LLC$1.1M1
179ING GROEP NV$1.1M1
180Portfolio Design Labs, LLC$1.0M1
181NorthRock Partners, LLC$1.0M1
182National Philanthropic Trust$1.0M1
183Merit Financial Group, LLC$994K1
184M&T BANK CORP$986K1
185Focus Partners Advisor Solutions, LLC$984K1
186OREGON PUBLIC EMPLOYEES RETIREMENT FUND$954K1
187Chicago Partners Investment Group LLC$948K1
188Vanguard Personalized Indexing Management, LLC$948K1
189Norinchukin Bank, The$914K1
190Pathstone Holdings, LLC$910K1
191MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$887K1
192COMMONWEALTH EQUITY SERVICES, LLC$879K1
193Fort Point Capital Partners LLC$853K1
194Ascent Group, LLC$852K1
195GROUPAMA ASSET MANAGMENT$840K1
196BENJAMIN EDWARDS INC$830K1
197Prospera Financial Services Inc$823K1
198Rafferty Asset Management, LLC$820K1
199TEACHER RETIREMENT SYSTEM OF TEXAS$808K1
200Bull Harbor Capital LLC$804K1
201Joel Isaacson & Co., LLC$796K1
202IMC-Chicago, LLC$795K1
203Sivia Capital Partners, LLC$760K1
204Inspire Investing, LLC$753K1
205EVOLVE PRIVATE WEALTH, LLC$750K1
206Independent Advisor Alliance$749K1
207CANADA PENSION PLAN INVESTMENT BOARD$743K1
208MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$734K1
209STOREBRAND ASSET MANAGEMENT AS$728K1
210Fairtree Asset Management (Pty) Ltd$712K1
211MSH Capital Advisors LLC$705K1
212NewEdge Wealth, LLC$702K1
213NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$699K1
214Krilogy Financial LLC$689K1
215DRW Securities, LLC$665K1
216Revisor Wealth Management LLC$641K1
217NewEdge Advisors, LLC$628K1
218Atria Investments, Inc$625K1
219Global X Japan Co., Ltd.$623K1
220MQS Management LLC$609K1
221HB Wealth Management, LLC$590K1
222NorthCrest Asset Manangement, LLC$585K1
223Swiss Life Asset Management Ltd$561K1
224JACKSON THORNTON WEALTH MANAGEMENT, LLC$530K1
225Allworth Financial LP$517K1
226Sanctuary Advisors, LLC$510K1
227PRELUDE CAPITAL MANAGEMENT, LLC$509K1
228MIZUHO SECURITIES USA LLC$504K1
229MML INVESTORS SERVICES, LLC$497K1
230Y-Intercept (Hong Kong) Ltd$489K1
231Vident Advisory, LLC$488K1
232STEPHENS INC /AR/$481K1
233Tidal Investments LLC$477K1
234UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$467K1
235Frec Markets, Inc.$464K1
236Abel Hall, LLC$463K1
237WADDELL & ASSOCIATES, LLC$458K1
238Morningstar Investment Management LLC$453K1
239Apollon Wealth Management, LLC$452K1
240Machina Capital S.A.S.$449K1
241MAI Capital Management$446K1
242Private Advisor Group, LLC$446K1
243UNITED CAPITAL FINANCIAL ADVISORS, LLC$438K1
244DoubleLine ETF Adviser LP$432K1
245Freestone Grove Partners LP$432K1
246GATEWAY INVESTMENT ADVISERS LLC$423K1
247PICTON MAHONEY ASSET MANAGEMENT$420K1
248Maryland State Retirement & Pension System$419K1
249Sequoia Financial Advisors, LLC$414K1
250Walleye Trading LLC$403K1
251AlphaCore Capital LLC$395K1
252Kera Capital Partners, Inc.$391K1
253Gallagher Fiduciary Advisors, LLC$391K1
254National Wealth Management Group, LLC$390K1
255Pallas Capital Advisors LLC$384K1
256Ensign Peak Advisors, Inc$381K1
257Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$377K1
258Tower Research Capital LLC (TRC)$369K1
259Waverly Advisors, LLC$358K1
260STRATEGY ASSET MANAGERS LLC$353K1
261US BANCORP \DE\$350K1
262Calamos Advisors LLC$350K1
263Calamos Wealth Management LLC$350K1
264Caerus Investment Advisors, LLC$349K1
265Advisor Resource Council$345K1
266MUFG Securities EMEA plc$342K1
267MACKENZIE FINANCIAL CORP$338K1
268QUADRANT CAPITAL GROUP LLC$329K1
269NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$324K1
270Rothschild Wealth LLC$324K1
271BLAIR WILLIAM & CO/IL$318K1
272Kestra Advisory Services, LLC$311K1
273Baker Avenue Asset Management, LP$309K1
274RFG Advisory, LLC$309K1
275Armstrong, Fleming & Moore, Inc$307K1
276XML Financial, LLC$303K1
277Fiduciary Group, LLC$303K1
278Wealthspire Advisors, LLC$303K1
279waypoint wealth counsel$302K1
280CSS LLC/IL$298K1
281CREDIT AGRICOLE S A$291K1
282OFI INVEST ASSET MANAGEMENT$289K1
283Atlantic Union Bankshares Corp$288K1
284Arax Advisory Partners$287K1
285Sound Financial Strategies Group, LLC$287K1
286BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$270K1
287NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$267K1
288North Dakota State Investment Board$264K1
289KCM INVESTMENT ADVISORS LLC$263K1
290Hilltop Holdings Inc.$260K1
291Sagewood Asset Management LP$254K1
292CHOREO, LLC$249K1
293PATTON FUND MANAGEMENT, INC.$248K1
294Phocas Financial Corp.$246K1
295GTS SECURITIES LLC$243K1
296PINNACLE ASSOCIATES LTD$241K1
297Modera Wealth Management, LLC$240K1
298EVOKE WEALTH, LLC$239K1
299Clearstead Advisors, LLC$237K1
300Parcion Private Wealth LLC$236K1
301Crossmark Global Holdings, Inc.$234K1
302EntryPoint Capital, LLC$232K1
303Powell Investment Advisors, LLC$232K1
304EARNED WEALTH ADVISORS, LLC$231K1
305Compound Planning, Inc.$229K1
306Lafayette Investments, Inc.$228K1
307Savant Capital, LLC$227K1
308SECURIAN ASSET MANAGEMENT, INC$223K1
309MONTGOMERY INVESTMENT MANAGEMENT INC$221K1
310Wealthfront Advisers LLC$218K1
311HUNTINGTON NATIONAL BANK$217K1
312Quarry LP$215K1
313Platform Technology Partners$211K1
314CenterStar Asset Management, LLC$210K1
315Equitable Holdings, Inc.$207K1
316FLAGSHIP HARBOR ADVISORS, LLC$207K1
317PANAGORA ASSET MANAGEMENT INC$205K1
318Lewis Asset Management, LLC$204K1
319BFSG, LLC$199K1
320MATHER GROUP, LLC.$144K1
321Smartleaf Asset Management LLC$138K1
322Aster Capital Management (DIFC) Ltd$136K1
323Cassaday & Co Wealth Management LLC$133K1
324TD Waterhouse Canada Inc.$112K1
325CONTRAVISORY INVESTMENT MANAGEMENT, INC.$80.8K1
326SIGNATUREFD, LLC$69.9K1
327TEMA ETFS LLC$63.4K1
328Larson Financial Group LLC$57.5K1
329Kingdom Financial Group LLC.$55.0K1
330True Wealth Design, LLC$49.8K1
331EASTERN BANK$47.8K1
332Parkside Financial Bank & Trust$40.0K1
333SJS Investment Consulting Inc.$38.4K1
334DELTA ASSET MANAGEMENT LLC/TN$37.2K1
335DAGCO, INC.$37.2K1
336TOTH FINANCIAL ADVISORY CORP$35.3K1
337FEDERATED HERMES, INC.$34.9K1
338Hilltop National Bank$31.9K1
339Clarity Asset Management, Inc.$30.8K1
340Pinnacle Wealth Planning Services, Inc.$30.6K1
341MONTAG A & ASSOCIATES INC$25.5K1
342Cromwell Holdings LLC$25.5K1
343Activest Wealth Management$21.2K1
344Itau Unibanco Holding S.A.$21.1K1
345Glen Eagle Advisors, LLC$17.8K1
346Jackson, Grant Investment Advisers, Inc.$15.2K1
347Pflug Koory, LLC$14.7K1
348UMB Bank, n.a.$14.2K1
349ASSETMARK, INC$13.1K1
350Dogwood Wealth Management LLC$10.8K1
351Financial Freedom, LLC$7.1K1
352Owl Creek Wealth Partners LLC$6.1K1
353Blue Trust, Inc.$5.9K1
354Sachetta, LLC$5.7K1
355State of Alaska, Department of Revenue$5.3K1
356Bell Investment Advisors, Inc$5.0K1
357Truvestments Capital LLC$4.8K1
358CVA Family Office, LLC$4.2K1
359Treasurer of the State of North Carolina$3.9K1
360Grove Bank & Trust$3.3K1
361Manchester Capital Management LLC$3.1K1
362MV CAPITAL MANAGEMENT, INC.$3.1K1
363Spire Wealth Management$3.1K1
364PEAPACK GLADSTONE FINANCIAL CORP$3.0K1
365THRIVENT FINANCIAL FOR LUTHERANS$2.4K1
366Physician Wealth Advisors, Inc.$2.2K1
367FINANCIAL CONSULATE, INC$2.1K1
368DekaBank Deutsche Girozentrale$2.1K1
369Elequin Capital, LP$1.9K1
370MidFirst Bank$1.9K1
371Vestcor Inc$1.7K1
372Rialto Wealth Management, LLC$1.6K1
373Clayton Financial Group LLC$1.5K1
374SUMMIT SECURITIES GROUP LLC$1.4K1
375Burk Holdings LLC$1.4K1
376SouthState Bank Corp$1.1K1
377Legacy Wealth Managment, LLC/ID$1.1K1
378Intentional Wealth Strategies, LLC$1.1K1
379TFC Financial Management, Inc.$8501
380Synergy Investment Management, LLC$8501
381Signature Equity Partners, LLC$8201
382Annis Gardner Whiting Capital Advisors, LLC$7441
383Clark Wealth Partners$7441
384ELEVATION WEALTH PARTNERS, LLC$5321
385JPL Wealth Management, LLC$4251
386Caitlin John, LLC$3821
387Quaker Wealth Management, LLC$3191
388KBC Group NV$2791
389American Capital Advisory, LLC$2131
390Private Wealth Management Group, LLC$1071
391Transamerica Financial Advisors, LLC$1061
392Smithfield Trust Co$161
393VALLEY NATIONAL ADVISERS INC$31
394Avion Wealth$11
395Capital Advisors, Ltd. LLC$01
396VANGUARD GROUP INC— value not disclosed1
397GLENMEDE TRUST CO NA— value not disclosed1
398STATE OF MICHIGAN RETIREMENT SYSTEM— value not disclosed1
399HARBOUR INVESTMENTS, INC.— value not disclosed1
400HOWARD HUGHES MEDICAL INSTITUTE— value not disclosed1
401COMERICA BANK— value not disclosed1
402CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM— value not disclosed1
403VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
404CIBC WORLD MARKETS CORP— value not disclosed1
405ALGERT GLOBAL LLC— value not disclosed1
406CIBC Private Wealth Group LLC— value not disclosed1
407Cadence Bank— value not disclosed1
408Weiss Asset Management LP— value not disclosed1
409NORGES BANK— value not disclosed1
410Apollo Management Holdings, L.P.— value not disclosed1
411TWO SIGMA SECURITIES, LLC— value not disclosed1
412Alyeska Investment Group, L.P.— value not disclosed1
413HRT FINANCIAL LP— value not disclosed1
414Leonteq Securities AG— value not disclosed1
415LANDSCAPE CAPITAL MANAGEMENT, L.L.C.— value not disclosed1
416Connor, Clark & Lunn Investment Management Ltd.— value not disclosed1
417Caprock Group, LLC— value not disclosed1
418Founders Capital Management— value not disclosed1
419DV Trading LLC— value not disclosed1
420Global Retirement Partners, LLC— value not disclosed1
421Farringdon Capital, Ltd.— value not disclosed1
422New Age Alpha Advisors, LLC— value not disclosed1
423Northstar Advisory Group, LLC— value not disclosed1
424INCEPTIONR LLC— value not disclosed1
425Vanderbilt University— value not disclosed1
426Sage Mountain Advisors LLC— value not disclosed1
427DV EQUITIES, LLC— value not disclosed1
428STABLEFORD CAPITAL II LLC— value not disclosed1
429Y.D. More Investments Ltd— value not disclosed1
430AlphaQuest LLC— value not disclosed1
431Greenland Capital Management LP— value not disclosed1
432SageView Advisory Group, LLC— value not disclosed1
433Dunhill Financial, LLC— value not disclosed1
434SWAN Capital LLC— value not disclosed1
435Caitong International Asset Management Co., Ltd— value not disclosed1
436Fieldview Capital Management, LLC— value not disclosed1
437Wealth Watch Advisors, INC— value not disclosed1
438Rakuten Investment Management, Inc.— value not disclosed1
439VARCOV Co.— value not disclosed1
440Keating Financial Advisory Services, Inc.— value not disclosed1
Truncated by Public Filings. Every one of the 395 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 / 0 sell
Congress net ($ bound)$1.0K to $15.0K
Filers net (actions)not in build
Filers net ($ 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 FRT

RETAINED WINDOW · ACTIVE HITS
Signal hits naming FRT
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for FRT · financials and macro

Financials — as filed PLANNED

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