Public record / Tickers / HDB

HDB — HDFC BANK LTD†

Both disclosure regimes on one name: who in Congress filed about HDB, 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
27
all PTR rows naming HDB
Members · 12m
2
1 buys · 4 sells · by trade date
Latest PTR
05-19
filed 2026-05-19
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

Greg Gianforte · $100K–$250K

BUY · traded 2017-06-30 → filed 2017-07-19. Ranked over every HDB row by the provable lower bound, never a point estimate.

2 members · 1 buys / 4 sells

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

5 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

14 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. 14 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING HDB · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning HDB
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-05-19Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 04-13 +36d$1K–$15K
2026-04-08Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 03-12 +27d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 10-30 +22d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 27 ↗

Members active in HDB

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing HDB 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
Josh Gottheimer D–NJ-52−$30.0K to −$2.0K2

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

Congress ↔ notable managers · HDB

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
1 Oaktree Capital Management $2.8M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · HDFC BANK LIMITED

Merged timeline of congressional filings and notable-manager moves on HDB
DateWhoChangeSize
2026-05-20Oaktree Capital Management 13FTRIM−16,180 sh
2026-05-15Tudor Investment Corp 13FNEW+1,085,653 sh
2026-05-15Elliott Investment Management 13FADD+580,329 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

full holders view ↗
Top institutional holders of HDB for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1ROYAL BANK OF CANADA$1.1B1
2GQG Partners LLC$848M1
3MORGAN STANLEY$766M1
4SCHRODER INVESTMENT MANAGEMENT GROUP$560M1
5PRINCIPAL FINANCIAL GROUP INC$447M1
6FIL Ltd$416M1
7HARDING LOEVNER LP$370M1
8Temasek Holdings (Private) Ltd$312M1
9Robeco Institutional Asset Management B.V.$312M1
10MASSACHUSETTS FINANCIAL SERVICES CO /MA/$276M1
11WELLINGTON MANAGEMENT GROUP LLP$276M1
12LAZARD ASSET MANAGEMENT LLC$272M1
13Invesco Ltd.$268M1
14BANK OF AMERICA CORP /DE/$262M1
15Man Group plc$261M1
16BROWN ADVISORY INC$238M1
17FRANKLIN RESOURCES INC$220M1
18Boston Partners$194M1
19Trinity Street Asset Management LLP$192M1
20Kontiki Capital Management (HK) Ltd.$175M1
21M&G Plc$164M1
22FMR LLC$156M1
23SEI INVESTMENTS CO$151M1
24Connor, Clark & Lunn Investment Management Ltd.$150M1
25ALTRINSIC GLOBAL ADVISORS LLC$149M1
26DODGE & COX$142M1
27BlackRock, Inc.$121M1
28MILLENNIUM MANAGEMENT LLC$120M1
29Russell Investments Group, Ltd.$117M1
30Clearbridge Investments, LLC$109M1
31TWO SIGMA INVESTMENTS, LP$103M1
32VOLORIDGE INVESTMENT MANAGEMENT, LLC$95.7M1
33PineStone Asset Management Inc.$94.1M1
34CITADEL ADVISORS LLC$90.7M1
35Artisan Partners Limited Partnership$89.8M1
361832 Asset Management L.P.$89.0M1
37HSBC HOLDINGS PLC$83.1M1
38JANE STREET GROUP, LLC$82.4M1
39JUPITER ASSET MANAGEMENT LTD$81.1M1
40OMERS ADMINISTRATION Corp$78.8M1
41STATE STREET CORP$78.6M1
42BANK OF MONTREAL /CAN/$74.6M1
43DIMENSIONAL FUND ADVISORS LP$72.1M1
44Fiera Capital Corp$71.8M1
45UBS Group AG$70.7M1
46CIBC Bancorp USA Inc.$68.2M1
47Nuveen, LLC$68.0M1
48Mawer Investment Management Ltd.$66.8M1
49ROYAL LONDON ASSET MANAGEMENT LTD$66.2M1
50State of New Jersey Common Pension Fund D$64.0M1
51EARNEST PARTNERS LLC$63.8M1
52D. E. Shaw & Co., Inc.$60.3M1
53Allspring Global Investments Holdings, LLC$55.0M1
54Qube Research & Technologies Ltd$52.2M1
55HUDSON EDGE INVESTMENT PARTNERS INC.$50.6M1
56Ovata Capital Management Ltd$47.3M1
57NINE MASTS CAPITAL Ltd$47.3M1
58Orbis Allan Gray Ltd$44.5M1
59Point72 Asset Management, L.P.$43.4M1
60Holocene Advisors, LP$39.5M1
61Perpetual Ltd$38.7M1
62ENVESTNET ASSET MANAGEMENT INC$38.1M1
63Aberdeen Group plc$37.9M1
64PZENA INVESTMENT MANAGEMENT LLC$37.8M1
65ABN AMRO INVESTMENT SOLUTIONS$37.3M1
66NORTHERN TRUST CORP$36.9M1
67STEADFAST CAPITAL MANAGEMENT LP$35.7M1
68L1 Capital Pty Ltd$31.6M1
69Seafarer Capital Partners, LLC$30.8M1
70Capital Research Global Investors$29.7M1
71Legal & General Group Plc$28.7M1
72MEITAV INVESTMENT HOUSE LTD$28.6M1
73Westwood Global Investments, LLC$28.4M1
74TUDOR INVESTMENT CORP ET AL$27.0M1
75Aquatic Capital Management LLC$26.9M1
76Valiant Capital Management, L.P.$25.5M1
77NS Partners Ltd$24.1M1
78MACKENZIE FINANCIAL CORP$23.3M1
79Squarepoint Ops LLC$22.6M1
80SANDS CAPITAL MANAGEMENT, LLC$22.6M1
81RAYMOND JAMES FINANCIAL INC$21.6M1
82SUSQUEHANNA INTERNATIONAL GROUP, LLP$20.9M1
83DEUTSCHE BANK AG\$20.3M1
84Elliott Investment Management L.P.$19.8M1
85BSN Capital Partners Ltd$19.4M1
86DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$18.6M1
87KLP KAPITALFORVALTNING AS$16.7M1
88VANGUARD PORTFOLIO MANAGEMENT LLC$16.3M1
89BARINGS LLC$15.3M1
90Ashoka WhiteOak Capital Pte Ltd$15.2M1
91STATE OF MICHIGAN RETIREMENT SYSTEM$14.8M1
92PRUDENTIAL PLC$14.8M1
93Two Creeks Capital Management, LP$14.2M1
94XTX Topco Ltd$14.1M1
95NORDEA INVESTMENT MANAGEMENT AB$14.0M1
96LMR Partners LLP$13.8M1
97Coronation Fund Managers Ltd.$13.8M1
98COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$13.8M1
99NICOLA WEALTH MANAGEMENT LTD.$13.4M1
100ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$13.1M1
101B. Metzler seel. Sohn & Co. AG$13.1M1
102HighTower Advisors, LLC$12.9M1
103Vise Technologies, Inc.$12.8M1
104OLD MISSION CAPITAL LLC$12.6M1
105Breakout Capital Partners, LP$12.3M1
106COMGEST GLOBAL INVESTORS S.A.S.$12.2M1
107Assenagon Asset Management S.A.$11.8M1
108CABOT WEALTH MANAGEMENT INC$11.6M1
109JACOBSON & SCHMITT ADVISORS, LLC$10.6M1
110AQR CAPITAL MANAGEMENT LLC$9.9M1
111CAUSEWAY CAPITAL MANAGEMENT LLC$9.9M1
112Janus Henderson Group Ltd.$9.9M1
113WELLS FARGO & COMPANY/MN$9.6M1
114NOMURA ASSET MANAGEMENT CO LTD$9.6M1
115LETKO, BROSSEAU & ASSOCIATES INC$8.9M1
116Allianz Asset Management GmbH$8.8M1
117Mirae Asset Global Investments Co., Ltd.$8.8M1
118Engineers Gate Manager LP$8.4M1
119Zurich Insurance Group Ltd/FI$8.3M1
120TOKIO MARINE ASSET MANAGEMENT CO LTD$8.3M1
121Schonfeld Strategic Advisors LLC$8.1M1
122CITIGROUP INC$8.1M1
123AMERICAN CENTURY COMPANIES INC$7.7M1
124Vontobel Holding Ltd.$7.6M1
125Value Partners Investments Inc.$7.3M1
126UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$7.3M1
127DONALDSON CAPITAL MANAGEMENT, LLC$7.3M1
128HELIOS CAPITAL MANAGEMENT PTE. LTD$7.2M1
129MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC$7.1M1
130Y-Intercept (Hong Kong) Ltd$7.0M1
131Quadrature Capital Ltd$6.8M1
132TRILLIUM ASSET MANAGEMENT, LLC$6.3M1
133Quantinno Capital Management LP$6.2M1
134Soapstone Management L.P.$6.2M1
135Walleye Capital LLC$6.2M1
136DEPRINCE RACE & ZOLLO INC$5.9M1
137E. Ohman J:or Asset Management AB$5.8M1
138Leonteq Securities AG$5.4M1
139Amundi$5.3M1
140XY Capital Ltd$5.3M1
141O'SHAUGHNESSY ASSET MANAGEMENT, LLC$5.1M1
142ALLIANCEBERNSTEIN L.P.$5.0M1
143LGT Group Foundation$5.0M1
144GCM Grosvenor Holdings, LLC$5.0M1
145BANQUE PICTET & CIE SA$4.9M1
146Aperture Investors, LLC$4.7M1
147Bank Julius Baer & Co. Ltd, Zurich$4.7M1
148Orion Porfolio Solutions, LLC$4.6M1
149DISCOVERY CAPITAL MANAGEMENT, LLC / CT$4.6M1
150Vanguard Personalized Indexing Management, LLC$4.5M1
151Vident Advisory, LLC$4.4M1
152OPPENHEIMER ASSET MANAGEMENT INC.$4.4M1
153US BANCORP \DE\$4.3M1
154KESTRA PRIVATE WEALTH SERVICES, LLC$4.2M1
155STIFEL FINANCIAL CORP$4.1M1
156Verition Fund Management LLC$4.1M1
157Generali Investments CEE, investicni spolecnost, a.s.$4.0M1
158BNP Paribas Asset Management Holding S.A.$4.0M1
159Callan Family Office, LLC$4.0M1
160Vestmark Advisory Solutions, Inc.$3.9M1
161Capital World Investors$3.8M1
162AXIOM INVESTORS LLC /DE$3.8M1
163FORA Capital, LLC$3.7M1
164FIRST TRUST ADVISORS LP$3.5M1
165Stamos Capital Partners, L.P.$3.4M1
166Pathstone Holdings, LLC$3.3M1
167Cetera Investment Advisers$3.3M1
168Castlefield Investment Partners LLP$3.3M1
169NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$3.3M1
170DRW Securities, LLC$3.2M1
171RENAISSANCE TECHNOLOGIES LLC$3.2M1
172Oaktree Fund Advisors, LLC$3.1M1
173MARIETTA INVESTMENT PARTNERS LLC$3.1M1
174Crossmark Global Holdings, Inc.$3.0M1
175Mariner, LLC$3.0M1
176BRANDES INVESTMENT PARTNERS, LP$3.0M1
177PRUDENTIAL FINANCIAL INC$2.9M1
178Graham Capital Management, L.P.$2.8M1
179OAKTREE CAPITAL MANAGEMENT LP$2.8M1
180Bank Pictet & Cie (Europe) AG$2.8M1
181LPL Financial LLC$2.8M1
182Northwest & Ethical Investments L.P.$2.8M1
183PROFUND ADVISORS LLC$2.8M1
184CHANNEL WEALTH LLC$2.8M1
185UNITED CAPITAL FINANCIAL ADVISORS, LLC$2.8M1
186LONGFELLOW INVESTMENT MANAGEMENT CO LLC$2.7M1
187EFG International AG$2.7M1
188Cerity Partners LLC$2.7M1
189S-Bank Fund Management Ltd$2.7M1
190DAVENPORT & Co LLC$2.6M1
191Greenfield Seitz Capital Management, LLC$2.6M1
192Laird Norton Wetherby Trust Company, LLC$2.6M1
193PEAK6 LLC$2.6M1
194ALPS ADVISORS INC$2.5M1
195SCHWARTZ INVESTMENT COUNSEL INC$2.5M1
196FIFTH THIRD BANCORP$2.4M1
197GUGGENHEIM CAPITAL LLC$2.4M1
198GILDER GAGNON HOWE & CO LLC$2.3M1
199M&T BANK CORP$2.3M1
200NLB Skladi, upravljanje premozenja, d.o.o.$2.2M1
201EAGLE GLOBAL ADVISORS LLC$2.2M1
202BALYASNY ASSET MANAGEMENT L.P.$2.1M1
203WINTON GROUP Ltd$2.1M1
204Rockefeller Capital Management L.P.$2.1M1
205Havemeyer Place LP$2.0M1
206GROUP ONE TRADING LLC$2.0M1
207Legacy Wealth Asset Management, LLC$2.0M1
208Centiva Capital, LP$1.9M1
209LBP AM SA$1.9M1
210Lansforsakringar Fondforvaltning AB (publ)$1.9M1
211NAPLES GLOBAL ADVISORS, LLC$1.8M1
212Diversified Trust Co$1.8M1
213Naviter Wealth, LLC$1.8M1
214MML INVESTORS SERVICES, LLC$1.8M1
215FACTORY MUTUAL INSURANCE CO$1.7M1
216Sequoia Financial Advisors, LLC$1.7M1
217Atria Investments, Inc$1.7M1
218Creative Planning$1.7M1
219TRUIST FINANCIAL CORP$1.7M1
220Raiffeisen Bank International AG$1.7M1
221Blue Trust, Inc.$1.6M1
222Sanctuary Advisors, LLC$1.6M1
223BAMCO INC /NY/$1.6M1
224CIBC Asset Management Inc$1.5M1
225Headlands Technologies LLC$1.5M1
226IEQ CAPITAL, LLC$1.5M1
227TWO SIGMA SECURITIES, LLC$1.4M1
228SummitTX Capital, L.P.$1.4M1
229Advisors Asset Management, Inc.$1.4M1
230DELTEC ASSET MANAGEMENT LLC$1.4M1
231FACTORIAL MANAGEMENT Ltd$1.4M1
232Banque Cantonale Vaudoise$1.4M1
233London & Capital Asset Management Ltd$1.3M1
234SCOTIA CAPITAL INC.$1.3M1
235EXENCIAL WEALTH ADVISORS, LLC$1.3M1
236IMC-Chicago, LLC$1.3M1
237Sarasin & Partners LLP$1.3M1
238Corient Private Wealth LLC$1.3M1
239FIGURE 8 INVESTMENT STRATEGIES LLC$1.2M1
240Jain Global LLC$1.2M1
241VIRTUS ADVISERS, LLC$1.1M1
242PCM Encore, LLC$1.1M1
243CHOREO, LLC$1.1M1
244Caprock Group, LLC$1.0M1
245DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$1.0M1
246Skerryvore Asset Management Ltd$1.0M1
247Calamos Advisors LLC$1.0M1
248NewEdge Wealth, LLC$996K1
249GUARDCAP ASSET MANAGEMENT Ltd$965K1
250BOOTHBAY FUND MANAGEMENT, LLC$952K1
251Barden Capital Management, Inc.$932K1
252Aaron Wealth Advisors LLC$924K1
253CAPSTONE INVESTMENT ADVISORS, LLC$917K1
254OSAIC HOLDINGS, INC.$895K1
255PDS Planning, Inc$876K1
256Polymer Capital Management (HK) LTD$842K1
257TD ASSET MANAGEMENT INC$826K1
258Burkett Asset Management Ltd$790K1
259AXQ CAPITAL, LP$784K1
260REGIONS FINANCIAL CORP$773K1
261OneAscent Investment Solutions LLC$753K1
262QRG CAPITAL MANAGEMENT, INC.$750K1
263RITHOLTZ WEALTH MANAGEMENT$720K1
264State of Wyoming$711K1
265Parallax Volatility Advisers, L.P.$702K1
266One Wealth Advisors, LLC$678K1
267Grandeur Peak Global Advisors, LLC$674K1
268Rehmann Capital Advisory Group$667K1
269HighVista Strategies LLC$650K1
270NATIONAL BANK OF CANADA /FI/$642K1
271AIGEN INVESTMENT MANAGEMENT, LP$626K1
272SHELTON CAPITAL MANAGEMENT$622K1
273FEDERATED HERMES, INC.$614K1
274NewEdge Advisors, LLC$603K1
275MERCER GLOBAL ADVISORS INC /ADV$603K1
276ABN AMRO Bank N.V.$600K1
277InTrack Investment Management Inc$596K1
278POLEN CAPITAL MANAGEMENT LLC$595K1
279Ballentine Partners, LLC$587K1
280Financial Perspectives, Inc$575K1
281FIDUCIARY TRUST CO$554K1
282OneDigital Investment Advisors LLC$548K1
283Vanguard Global Advisers, LLC$529K1
284SUMMITRY LLC$527K1
285SIGNATUREFD, LLC$524K1
286Sustainable Insight Capital Management, LLC$512K1
287BLAIR WILLIAM & CO/IL$511K1
288Genus Capital Management Inc.$510K1
289CREDIT AGRICOLE S A$509K1
290Sather Financial Group Inc$505K1
291Arta Finance Wealth Management LLC$499K1
292Migdal Insurance & Financial Holdings Ltd.$496K1
293Caitong International Asset Management Co., Ltd$494K1
294WEALTH ALLIANCE, LLC$468K1
295Cresset Asset Management, LLC$466K1
296SAPIENT CAPITAL LLC$464K1
297Foster Victor Wealth Advisors, LLC$454K1
298Focus Partners Wealth$453K1
299ELEVATION POINT WEALTH PARTNERS, LLC$450K1
300LEVEL FOUR ADVISORY SERVICES, LLC$445K1
301COMMONWEALTH EQUITY SERVICES, LLC$435K1
302BANK OF NOVA SCOTIA$428K1
303Pictet North America Advisors SA$421K1
304Frec Markets, Inc.$408K1
305Henshaw Capital LLC$405K1
306Templeton & Phillips Capital Management, LLC$404K1
307Pinnacle Financial Partners, Inc.$404K1
308Compound Planning, Inc.$392K1
309J. Safra Sarasin Holding AG$386K1
310First Affirmative Financial Network$377K1
311THORNBURG INVESTMENT MANAGEMENT INC$376K1
312ARIEL INVESTMENTS, LLC$350K1
313Ratan Capital Management LP$323K1
314Private Advisor Group, LLC$323K1
315West Family Investments, Inc.$322K1
316XPONANCE LLC$320K1
317HB Wealth Management, LLC$320K1
318Marks Group Wealth Management, Inc$319K1
319COLDSTREAM CAPITAL MANAGEMENT INC$318K1
320&PARTNERS$316K1
321WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$310K1
322Bayesian Capital Management, LP$308K1
323Sivia Capital Partners, LLC$300K1
324Platform Technology Partners$300K1
325Sumitomo Mitsui DS Asset Management Company, Ltd$294K1
326Fideuram Asset Management (Ireland) dac$282K1
327Murphy & Mullick Capital Management Corp$279K1
328R Squared Ltd$273K1
329Kestra Advisory Services, LLC$271K1
330Union Bancaire Privee, UBP SA$268K1
331Athena Wealth Management, LLC$265K1
332SOUTHEASTERN ASSET MANAGEMENT INC/TN/$260K1
333Dynamic Technology Lab Private Ltd$255K1
334Pictet Asset Management Holding SA$251K1
335Greenspring Advisors, LLC$249K1
336Endowment Wealth Management, Inc.$246K1
337COMMERCE BANK$243K1
338DIVERSIFY WEALTH MANAGEMENT, LLC$242K1
339CWM, LLC$240K1
340Dorsey & Whitney Trust CO LLC$239K1
341Guinness Atkinson Asset Management Inc$234K1
342Hardy Reed LLC$233K1
343Focus Partners Advisor Solutions, LLC$230K1
344Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$228K1
345Institute for Wealth Management, LLC.$228K1
346Legacy Capital Group California, Inc.$221K1
347Bridgewater Advisors Inc.$220K1
348SeaBridge Investment Advisors LLC$219K1
349Pitcairn Wealth Advisors LLC$209K1
350DIVIDEND ASSETS CAPITAL, LLC$208K1
351EVENTIDE ASSET MANAGEMENT, LLC$208K1
352CogentBlue Wealth Advisors, LLC$206K1
353INDEPENDENT FINANCIAL GROUP, LLC$204K1
354Walleye Trading LLC$201K1
355Spire Wealth Management$190K1
356C WorldWide Group Holding A/S$182K1
357Zurcher Kantonalbank (Zurich Cantonalbank)$166K1
358UMB Bank, n.a.$161K1
359Federation des caisses Desjardins du Quebec$158K1
360WESTPAC BANKING CORP$155K1
361Hilltop National Bank$144K1
362STOREBRAND ASSET MANAGEMENT AS$142K1
363ASSETMARK, INC$140K1
364Steward Partners Investment Advisory, LLC$132K1
365QUADRANT CAPITAL GROUP LLC$131K1
366Aviso Financial Inc.$126K1
367Tower Research Capital LLC (TRC)$122K1
368MATHER GROUP, LLC.$120K1
369NATIXIS ADVISORS, LLC$105K1
370Smartleaf Asset Management LLC$93.5K1
371Grove Bank & Trust$93.4K1
372Allworth Financial LP$89.7K1
373Eurizon Asset Management Slovakia, sprav. spol., a.s.$89.6K1
374MAI Capital Management$81.6K1
375Pinnacle Wealth Planning Services, Inc.$81.2K1
376NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$80.0K1
377Inspire Investing, LLC$60.6K1
378Synergy Investment Management, LLC$58.1K1
379Bell Investment Advisors, Inc$34.5K1
380Milestone Resources Group Ltd$34.1K1
381Axiom Investment Management LLC$31.9K1
382Physician Wealth Advisors, Inc.$30.8K1
383TD Waterhouse Canada Inc.$30.5K1
384Graney & King, LLC$29.9K1
385ACADIAN ASSET MANAGEMENT LLC$26.5K1
386JFS WEALTH ADVISORS, LLC$21.0K1
387BOCHK Asset Management Ltd$19.9K1
388HRT FINANCIAL LP$19.4K1
389Central Pacific Bank - Trust Division$18.9K1
390Parkside Financial Bank & Trust$17.3K1
391True Wealth Design, LLC$14.5K1
392Frazier Financial Advisors, LLC$14.0K1
393FOSTER DYKEMA CABOT & PARTNERS, LLC$13.8K1
394Larson Financial Group LLC$11.9K1
395WealthCollab, LLC$10.5K1
396KBC Group NV$10.1K1
397Abound Wealth Management$10.0K1
398Twin Lakes Capital Management, LLC$8.7K1
399Fairman Group, LLC$8.7K1
400Golden State Wealth Management, LLC$8.4K1
401MidFirst Bank$8.1K1
402DekaBank Deutsche Girozentrale$7.4K1
403TD Capital Management LLC$7.0K1
404VAN ECK ASSOCIATES CORP$6.4K1
405SALEM INVESTMENT COUNSELORS INC$5.1K1
406Center for Financial Planning, Inc.$5.0K1
407Rakuten Securities, Inc.$4.9K1
408Acumen Wealth Advisors, LLC$4.8K1
409Caption Management, LLC$4.4K1
410Triumph Capital Management$4.3K1
411Atlantic Union Bankshares Corp$4.2K1
412Virtu Financial LLC$4.2K1
413MPWM ADVISORY SOLUTIONS, LLC$3.8K1
414Dogwood Wealth Management LLC$2.9K1
415AMERIFLEX GROUP, INC.$2.6K1
416BROWN, LISLE/CUMMINGS, INC.$2.1K1
417Geneos Wealth Management Inc.$1.8K1
418FINANCIAL CONSULATE, INC$1.7K1
419WPG Advisers, LLC$1.7K1
420MBM WEALTH CONSULTANTS, LLC$1.6K1
421Intentional Wealth Strategies, LLC$1.6K1
422NATURAL INVESTMENTS, LLC$1.4K1
423JPL Wealth Management, LLC$1.4K1
424SHP Wealth Management$1.2K1
425ARMSTRONG ADVISORY GROUP, INC$1.2K1
426Matrix Trust Co$1.2K1
427Summit Global Investments$9491
428Elevated Capital Advisors, LLC$8961
429PARK AVENUE SECURITIES LLC$8481
430Transamerica Financial Advisors, LLC$7101
431Harel Insurance Investments & Financial Services Ltd.$6751
432Elequin Capital, LP$6221
433iA Global Asset Management Inc.$3801
434GSA CAPITAL PARTNERS LLP$2921
435Rachor Investment Advisory Services, LLC$2741
436Nvest Wealth Strategies, Inc.$2491
437Beaird Harris Wealth Management, LLC$2311
438Premier Fund Managers Ltd$961
439MASECO LLP$501
440Smithfield Trust Co$21
441Capital Analysts, LLC$21
442Erste Asset Management GmbH$01
443CENTRAL TRUST Co— value not disclosed1
444VANGUARD GROUP INC— value not disclosed1
445GLENMEDE TRUST CO NA— value not disclosed1
446ALTFEST L J & CO INC— value not disclosed1
447MJP ASSOCIATES INC /ADV— value not disclosed1
448HARBOUR INVESTMENTS, INC.— value not disclosed1
449HARRIS ASSOCIATES L P— value not disclosed1
450Clearstead Advisors, LLC— value not disclosed1
451TOTH FINANCIAL ADVISORY CORP— value not disclosed1
452PANAGORA ASSET MANAGEMENT INC— value not disclosed1
453CAISSE DE DEPOT ET PLACEMENT DU QUEBEC— value not disclosed1
454Hardman Johnston Global Advisors LLC— value not disclosed1
455INTRUST BANK NA— value not disclosed1
456PEAPACK GLADSTONE FINANCIAL CORP— value not disclosed1
457Capital International Sarl— value not disclosed1
458TODD ASSET MANAGEMENT LLC— value not disclosed1
459CHESAPEAKE CAPITAL CORP /IL/— value not disclosed1
460CASTLEARK MANAGEMENT LLC— value not disclosed1
461FLPUTNAM INVESTMENT MANAGEMENT CO— value not disclosed1
462CI INVESTMENTS INC.— value not disclosed1
463DSM CAPITAL PARTNERS LLC— value not disclosed1
464Hilltop Holdings Inc.— value not disclosed1
465CLOUGH CAPITAL PARTNERS L P— value not disclosed1
466CIBC Private Wealth Group LLC— value not disclosed1
467Bangor Savings Bank— value not disclosed1
468HBK Sorce Advisory LLC— value not disclosed1
469Keel Point, LLC— value not disclosed1
470Employees Retirement System of Texas— value not disclosed1
471First Trust Bank, Ltd.— value not disclosed1
472GAM Holding AG— value not disclosed1
473IMA Advisory Services, Inc.— value not disclosed1
474TWO SIGMA ADVISERS, LP— value not disclosed1
475Daiwa Securities Group Inc.— value not disclosed1
476New Vernon Capital Holdings II LLC— value not disclosed1
477BSW Wealth Partners— value not disclosed1
478Brevan Howard Capital Management LP— value not disclosed1
479SUMMIT SECURITIES GROUP LLC— value not disclosed1
480FOX RUN MANAGEMENT, L.L.C.— value not disclosed1
481EP Wealth Advisors, LLC— value not disclosed1
482Veritas Asset Management LLP— value not disclosed1
483Waverly Advisors, LLC— value not disclosed1
484JNBA Financial Advisors— value not disclosed1
485Alpha Cubed Investments, LLC— value not disclosed1
486Tuttle Capital Management, LLC— value not disclosed1
487Empowered Funds, LLC— value not disclosed1
488GeoWealth Management, LLC— value not disclosed1
489Avior Wealth Management, LLC— value not disclosed1
490Tidal Investments LLC— value not disclosed1
491Merit Financial Group, LLC— value not disclosed1
492Dakota Wealth Management— value not disclosed1
493CCLA Investment Management— value not disclosed1
494WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC— value not disclosed1
495Wealthspire Advisors, LLC— value not disclosed1
496Avanda Investment Management Pte. Ltd.— value not disclosed1
497NorthCoast Asset Management LLC— value not disclosed1
498PERSONAL CFO SOLUTIONS, LLC— value not disclosed1
499Mirabaud Asset Management Ltd— value not disclosed1
500Harbour Capital Advisors, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 442 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)1 buy / 4 sell
Congress net ($ bound)−$59.0K to $11.0K
Filers net (actions)not in build
Filers net ($ 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 HDB

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for HDB · financials and macro

Financials — as filed PLANNED

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