Public record / Tickers / HLI

HLI — HOULIHAN LOKEY, INC.†

Both disclosure regimes on one name: who in Congress filed about HLI, 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
10
all PTR rows naming HLI
Members · 12m
1
3 buys · 0 sells · by trade date
Latest PTR
09-10
filed 2026-09-10
13F holders
479
top-479 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

Gilbert Ray Cisneros, Jr. · $1.0K–$15.0K

BUY · traded 2026-08-07 → filed 2026-09-10. Ranked over every HLI row by the provable lower bound, never a point estimate.

1 member · 3 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.

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

5 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. 5 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING HLI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning HLI
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-10Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 08-07 +34d$1K–$15K
2026-09-04Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 07-16 LATE·50d$1K–$15K
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 03-03 +35d$1K–$15K
2025-06-18Kelly Morrison D–MN-3SELLTraded 06-04 +14d$1K–$15K
2025-05-14Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 04-09 +35d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 10 ↗

Members active in HLI

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing HLI 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.
Gilbert Ray Cisneros, Jr. D–CA-313$3.0K to $45.0K2

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

Congress ↔ notable managers · HLI

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

Congress · last 90 days

Buyers
1 Gilbert Ray Cisneros, Jr. D–CA-31 $2K–$30K
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Caxton Associates $0 held

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

Merged timeline of congressional filings and notable-manager moves on HLI
DateWhoChangeSize
2026-09-10Gilbert Ray Cisneros, Jr. CongressBUY$1K–$15K
2026-09-04Gilbert Ray Cisneros, Jr. CongressBUY$1K–$15K
2026-05-15Tudor Investment Corp 13FADD+105,738 sh
2026-05-15Bridgewater Associates 13FADD+16,951 sh
2026-05-14Caxton Associates 13FEXIT−2,857 sh

5 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 HLI for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$758M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$399M1
3VANGUARD CAPITAL MANAGEMENT LLC$347M1
4EARNEST PARTNERS LLC$320M1
5ROYAL BANK OF CANADA$252M1
6STATE STREET CORP$243M1
7MORGAN STANLEY$229M1
8WELLINGTON MANAGEMENT GROUP LLP$196M1
9GEODE CAPITAL MANAGEMENT, LLC$194M1
10Capital Research Global Investors$189M1
11BANK OF MONTREAL /CAN/$165M1
12BAMCO INC /NY/$152M1
13BANK OF AMERICA CORP /DE/$137M1
14FMR LLC$123M1
15Champlain Investment Partners, LLC$103M1
16RAYMOND JAMES FINANCIAL INC$99.3M1
17SEI INVESTMENTS CO$99.0M1
18Clearbridge Investments, LLC$89.8M1
19DIMENSIONAL FUND ADVISORS LP$88.5M1
20WESTFIELD CAPITAL MANAGEMENT CO LP$78.1M1
21NORTHERN TRUST CORP$75.6M1
22CITADEL ADVISORS LLC$70.1M1
23Invesco Ltd.$68.2M1
24JENNISON ASSOCIATES LLC$67.3M1
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC$65.0M1
26Bank of New York Mellon Corp$60.4M1
27AQR CAPITAL MANAGEMENT LLC$57.3M1
28NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$54.5M1
29Fiera Capital Corp$51.9M1
30UBS Group AG$51.6M1
31WELLS FARGO & COMPANY/MN$49.7M1
32VANGUARD FIDUCIARY TRUST CO$48.9M1
33ENVESTNET ASSET MANAGEMENT INC$47.3M1
34CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$39.1M1
35WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$37.0M1
36Qube Research & Technologies Ltd$36.6M1
37SCHRODER INVESTMENT MANAGEMENT GROUP$36.4M1
38EVENTIDE ASSET MANAGEMENT, LLC$33.8M1
39TUDOR INVESTMENT CORP ET AL$33.4M1
40BARLOW WEALTH PARTNERS, LLC$33.3M1
41FRANKLIN RESOURCES INC$28.0M1
42HighTower Advisors, LLC$27.7M1
43UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$25.1M1
44FLPUTNAM INVESTMENT MANAGEMENT CO$24.9M1
45Interval Partners, LP$24.4M1
46MILLENNIUM MANAGEMENT LLC$21.8M1
47RENAISSANCE GROUP LLC$21.7M1
48D. E. Shaw & Co., Inc.$19.9M1
49Grantham, Mayo, Van Otterloo & Co. LLC$19.7M1
50BROWN ADVISORY INC$17.5M1
51PRINCIPAL FINANCIAL GROUP INC$17.5M1
52GHP Investment Advisors, Inc.$17.1M1
53Assenagon Asset Management S.A.$16.9M1
54Nuveen, LLC$16.8M1
55BALYASNY ASSET MANAGEMENT L.P.$16.7M1
56Amundi$16.3M1
57Capital International Investors$16.2M1
58Swiss National Bank$15.5M1
59CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$15.4M1
60TWO SIGMA INVESTMENTS, LP$15.3M1
61Montanaro Asset Management Ltd$14.1M1
62NEW YORK STATE COMMON RETIREMENT FUND$13.0M1
63Jain Global LLC$13.0M1
64ALPS ADVISORS INC$12.8M1
65BNP Paribas Asset Management Holding S.A.$12.8M1
66ALLIANCEBERNSTEIN L.P.$12.2M1
67CITIGROUP INC$12.1M1
68ArrowMark Colorado Holdings LLC$12.1M1
69ExodusPoint Capital Management, LP$11.9M1
70LPL Financial LLC$11.6M1
71Legal & General Group Plc$10.9M1
72VOLORIDGE INVESTMENT MANAGEMENT, LLC$10.6M1
73PRUDENTIAL FINANCIAL INC$9.9M1
74Retirement Systems of Alabama$9.6M1
75Aptus Capital Advisors, LLC$9.6M1
76Trexquant Investment LP$8.5M1
77Edgestream Partners, L.P.$7.9M1
78MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$7.6M1
79TEACHER RETIREMENT SYSTEM OF TEXAS$7.5M1
80Crawford Fund Management, LLC$7.3M1
81NORDEA INVESTMENT MANAGEMENT AB$7.2M1
82VANGUARD ASSET MANAGEMENT, Ltd$7.2M1
83Boston Partners$7.1M1
84STIFEL FINANCIAL CORP$6.8M1
85INTECH INVESTMENT MANAGEMENT LLC$6.7M1
86Quantinno Capital Management LP$6.5M1
87Creative Planning$6.0M1
88SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$5.9M1
89Schonfeld Strategic Advisors LLC$5.8M1
90Y-Intercept (Hong Kong) Ltd$5.7M1
91Grandeur Peak Global Advisors, LLC$5.7M1
92MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.5M1
93COMMERCE BANK$5.4M1
94ROYCE & ASSOCIATES LP$5.3M1
95FIFTH THIRD BANCORP$5.2M1
96Engineers Gate Manager LP$5.2M1
97JANE STREET GROUP, LLC$5.1M1
98DEUTSCHE BANK AG\$4.9M1
99Corient Private Wealth LLC$4.8M1
100Janus Henderson Group Ltd.$4.8M1
101FIRST TRUST ADVISORS LP$4.7M1
102JACOBS LEVY EQUITY MANAGEMENT, INC$4.5M1
103Geneos Wealth Management Inc.$4.4M1
104Tidal Investments LLC$4.3M1
105New Age Alpha Advisors, LLC$4.3M1
106WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$4.1M1
107Empowered Funds, LLC$4.0M1
108TWINBEECH CAPITAL LP$4.0M1
109Voleon Capital Management LP$3.9M1
110Hilton Capital Management, LLC$3.8M1
111OPPENHEIMER ASSET MANAGEMENT INC.$3.8M1
112OSAIC HOLDINGS, INC.$3.8M1
113WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.7M1
114Ensign Peak Advisors, Inc$3.7M1
115BW Gestao de Investimentos Ltda.$3.7M1
116Wealth High Governance Capital Ltda$3.7M1
117Bell Asset Management Ltd$3.6M1
118Harbor Advisors LLC$3.6M1
119FORA Capital, LLC$3.6M1
120Cetera Investment Advisers$3.5M1
121AMERICAN CENTURY COMPANIES INC$3.3M1
122&PARTNERS$3.3M1
123Zurcher Kantonalbank (Zurich Cantonalbank)$3.2M1
124Vanguard Global Advisers, LLC$3.2M1
125Wealth High Governance Asset Management Ltda.$3.2M1
126HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$3.0M1
127Weil Company, Inc.$3.0M1
128Bridgewater Associates, LP$3.0M1
129Pathstone Holdings, LLC$2.9M1
130Baird Financial Group, Inc.$2.8M1
131Faithward Advisors, LLC$2.8M1
132US BANCORP \DE\$2.7M1
133Man Group plc$2.7M1
134STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$2.7M1
135Point72 Asset Management, L.P.$2.6M1
136Sanctuary Advisors, LLC$2.6M1
137HSBC HOLDINGS PLC$2.6M1
138Cerity Partners LLC$2.6M1
139XTX Topco Ltd$2.5M1
140Squarepoint Ops LLC$2.5M1
141REGIONS FINANCIAL CORP$2.4M1
142State of New Jersey Common Pension Fund D$2.3M1
143STATE OF WISCONSIN INVESTMENT BOARD$2.3M1
144Vanguard Personalized Indexing Management, LLC$2.3M1
145Atria Investments, Inc$2.2M1
146Arizona State Retirement System$2.2M1
147CANADA PENSION PLAN INVESTMENT BOARD$2.1M1
148O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.0M1
149MML INVESTORS SERVICES, LLC$2.0M1
150DAVENPORT & Co LLC$2.0M1
151Oak Thistle LLC$2.0M1
152COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.0M1
153SummitTX Capital, L.P.$2.0M1
154Vanguard Investments Australia, Ltd.$1.9M1
155PineStone Asset Management Inc.$1.9M1
156STATE OF MICHIGAN RETIREMENT SYSTEM$1.9M1
157KLP KAPITALFORVALTNING AS$1.8M1
158Universal- Beteiligungs- und Servicegesellschaft mbH$1.8M1
159NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.7M1
160ALPINE WOODS CAPITAL INVESTORS, LLC$1.7M1
161Dynamic Technology Lab Private Ltd$1.7M1
162KING LUTHER CAPITAL MANAGEMENT CORP$1.7M1
163OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.6M1
164Bank Julius Baer & Co. Ltd, Zurich$1.6M1
165Alyeska Investment Group, L.P.$1.6M1
166NATIXIS$1.5M1
167Linden Thomas Advisory Services, LLC$1.5M1
168Rockefeller Capital Management L.P.$1.4M1
169DIVERSIFIED MANAGEMENT INC$1.4M1
170CRAWFORD INVESTMENT COUNSEL INC$1.4M1
171Cannell & Spears LLC$1.3M1
172ASSETMARK, INC$1.3M1
173Pictet Asset Management Holding SA$1.2M1
174XPONANCE LLC$1.2M1
175Richard Bernstein Advisors LLC$1.2M1
176Gibbs Wealth Management$1.2M1
177Mayflower Financial Advisors, LLC$1.2M1
178Brevan Howard Capital Management LP$1.2M1
179CIM, LLC$1.2M1
180Henshaw Capital LLC$1.1M1
181CWM, LLC$1.1M1
182Numerai GP LLC$1.1M1
183Orion Porfolio Solutions, LLC$1.1M1
184NewEdge Advisors, LLC$1.1M1
185Diversified Trust Co$1.1M1
186QRG CAPITAL MANAGEMENT, INC.$1.1M1
187Summit Trail Advisors, LLC$1.0M1
188TRUIST FINANCIAL CORP$1.0M1
189Avior Wealth Management, LLC$967K1
190Taylor Frigon Capital Management LLC$954K1
191NEW YORK LIFE INVESTMENT MANAGEMENT LLC$938K1
192BANK OF NOVA SCOTIA$914K1
193Envestnet Portfolio Solutions, Inc.$862K1
194INTRUST BANK NA$848K1
195TD ASSET MANAGEMENT INC$847K1
196Sowell Financial Services LLC$829K1
197Callan Family Office, LLC$804K1
198Union Bancaire Privee, UBP SA$803K1
199FULTON BANK, N.A.$779K1
200PDT Partners, LLC$776K1
201Jefferies Financial Group Inc.$776K1
202JAMES INVESTMENT RESEARCH, INC.$754K1
203Sendero Wealth Management, LLC$749K1
204VOYA INVESTMENT MANAGEMENT LLC$747K1
205LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$725K1
206AXQ CAPITAL, LP$719K1
207Strategic Wealth Investment Group, LLC$704K1
208NORDEN GROUP LLC$701K1
209First Eagle Investment Management, LLC$700K1
210M&T BANK CORP$690K1
211Stegent Equity Advisors, Inc.$660K1
212J2 Capital Management Inc$656K1
213Inspire Advisors, LLC$650K1
214Apriem Advisors$644K1
215NAPLES GLOBAL ADVISORS, LLC$639K1
216FEDERATED HERMES, INC.$621K1
217Magnetar Financial LLC$620K1
218AXA S.A.$619K1
219Crossmark Global Holdings, Inc.$616K1
220Vident Advisory, LLC$611K1
221LRT Capital Management, LLC$592K1
222Blue Trust, Inc.$577K1
223Portside Wealth Group, LLC$574K1
224SECURIAN ASSET MANAGEMENT, INC$567K1
225MONETA GROUP INVESTMENT ADVISORS LLC$561K1
226Quantum Portfolio Management LLC$558K1
227Yorktown Management & Research Co Inc$553K1
228Mariner, LLC$549K1
229GUGGENHEIM CAPITAL LLC$530K1
230Brookstone Capital Management$527K1
231Beacon Pointe Advisors, LLC$516K1
232Mitsubishi UFJ Trust & Banking Corp$515K1
233Federation des caisses Desjardins du Quebec$512K1
234Caprock Group, LLC$506K1
235SUSQUEHANNA INTERNATIONAL GROUP, LLP$505K1
236Clifford Group, LLC$499K1
237Swiss Life Asset Management Ltd$497K1
238KEYBANK NATIONAL ASSOCIATION/OH$488K1
239Brooklyn Investment Group$484K1
240Vestmark Advisory Solutions, Inc.$461K1
241ING GROEP NV$460K1
242MERCER GLOBAL ADVISORS INC /ADV$458K1
243ELEVATION POINT WEALTH PARTNERS, LLC$438K1
244Tower Research Capital LLC (TRC)$437K1
245Susquehanna Portfolio Strategies, LLC$437K1
246Steward Partners Investment Advisory, LLC$436K1
247Dynasty Wealth Management, LLC$435K1
248AVIVA PLC$420K1
249Snowden Capital Advisors LLC$412K1
250Utah Retirement Systems$411K1
251OneAscent Investment Solutions LLC$403K1
252EntryPoint Capital, LLC$402K1
253Walleye Capital LLC$400K1
254INCEPTIONR LLC$399K1
255State of Wyoming$398K1
256FIDUCIARY TRUST CO$397K1
257Maryland State Retirement & Pension System$387K1
258LECAP ASSET MANAGEMENT LTD$384K1
259Krilogy Financial LLC$382K1
260Sequoia Financial Advisors, LLC$376K1
261WEALTH ALLIANCE, LLC$374K1
262DnB Asset Management AS$368K1
263Rehmann Capital Advisory Group$367K1
264Baker Ellis Asset Management LLC$359K1
265TWO SIGMA SECURITIES, LLC$352K1
266Beverly Hills Private Wealth, LLC$343K1
267Wealthcare Capital Partners, LLC$335K1
268Vise Technologies, Inc.$334K1
269Concurrent Investment Advisors, LLC$328K1
270Trajan Wealth LLC$327K1
271Private Advisor Group, LLC$322K1
272MGO ONE SEVEN LLC$318K1
273Accredited Investors Inc.$315K1
274ProShare Advisors LLC$313K1
275Aquatic Capital Management LLC$311K1
276BOOTHBAY FUND MANAGEMENT, LLC$301K1
277Legacy Wealth Asset Management, LLC$298K1
278Cresset Asset Management, LLC$298K1
279Index Technologies Group LLC$292K1
280GATEWAY INVESTMENT ADVISERS LLC$291K1
281VISTA FINANCE, LLC$291K1
282Abel Hall, LLC$291K1
283DIVERSIFY WEALTH MANAGEMENT, LLC$288K1
284UMB Bank, n.a.$283K1
285Argos Wealth Advisors, LLC$277K1
286MIRABELLA FINANCIAL SERVICES LLP$275K1
287COMMONWEALTH EQUITY SERVICES, LLC$274K1
288BENJAMIN EDWARDS INC$274K1
289iSAM Funds (UK) Ltd$271K1
290Sun Group Wealth Partners$268K1
291SHELTON CAPITAL MANAGEMENT$260K1
292INFRASTRUCTURE CAPITAL ADVISORS, LLC$260K1
293Allspring Global Investments Holdings, LLC$259K1
294QUADRANT CAPITAL GROUP LLC$254K1
295KESTRA PRIVATE WEALTH SERVICES, LLC$254K1
296Riverwater Partners LLC$252K1
297Cassaday & Co Wealth Management LLC$251K1
298EVERGREEN CAPITAL MANAGEMENT LLC$247K1
299SFMG, LLC$246K1
300DRW Securities, LLC$244K1
301NewEdge Wealth, LLC$242K1
302CIBC Asset Management Inc$236K1
303HB Wealth Management, LLC$234K1
304AlTi Global, Inc.$233K1
305EXCHANGE TRADED CONCEPTS, LLC$228K1
306North Dakota State Investment Board$227K1
307EVOKE WEALTH, LLC$205K1
308AIGEN INVESTMENT MANAGEMENT, LP$203K1
309MQS Management LLC$200K1
310MAI Capital Management$159K1
311Smartleaf Asset Management LLC$154K1
312NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$149K1
313STEPH & CO$140K1
314Allworth Financial LP$130K1
315Van Berkom & Associates Inc.$117K1
316SIGNATUREFD, LLC$107K1
317MATHER GROUP, LLC.$83.9K1
318AlphaCentric Advisors LLC$71.7K1
319Quarry LP$71.7K1
320MCGUIRE CAPITAL ADVISORS INC$64.1K1
321Transamerica Financial Advisors, LLC$62.2K1
322Wellington Grp LLC$56.6K1
323Eurizon Capital SGR S.p.A.$56.4K1
324Bayforest Capital Ltd$50.8K1
325THRIVENT FINANCIAL FOR LUTHERANS$50.2K1
326Vanguard National Trust Co$37.3K1
327Annis Gardner Whiting Capital Advisors, LLC$33.9K1
328Parkside Financial Bank & Trust$31.9K1
329CBIZ Investment Advisory Services, LLC$30.9K1
330Physician Wealth Advisors, Inc.$29.2K1
331Clark Wealth Partners$26.0K1
332NOMURA ASSET MANAGEMENT CO LTD$24.4K1
333Ameliora Wealth Management Ltd.$24.3K1
334Destiny Wealth Partners, LLC$20.1K1
335AMERIFLEX GROUP, INC.$19.1K1
336HHM Wealth Advisors, LLC$14.9K1
337TOTH FINANCIAL ADVISORY CORP$14.4K1
338Financial Network Wealth Advisors LLC$13.3K1
339Bell Investment Advisors, Inc$13.2K1
340Pinnacle Wealth Planning Services, Inc.$12.4K1
341Mitsubishi UFJ Asset Management Co., Ltd.$11.2K1
342Paladin Partners, LLC$11.1K1
343WOLFF WIESE MAGANA LLC$10.8K1
344CVA Family Office, LLC$10.6K1
345Larson Financial Group LLC$10.3K1
346Key FInancial Inc$9.6K1
347Westfuller Advisors, LLC$9.6K1
348Arax Advisory Partners$8.9K1
349Clearstead Advisors, LLC$8.8K1
350JFS WEALTH ADVISORS, LLC$8.0K1
351TD Capital Management LLC$8.0K1
352VAN ECK ASSOCIATES CORP$7.3K1
353Nvest Wealth Strategies, Inc.$7.2K1
354ENTRUST FINANCIAL LLC$6.6K1
355Asset Dedication, LLC$6.3K1
356FARMERS & MERCHANTS INVESTMENTS INC$6.3K1
357CANADA LIFE ASSURANCE Co$5.5K1
358INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$4.7K1
359Sachetta, LLC$4.3K1
360ELEVATION WEALTH PARTNERS, LLC$3.9K1
361Bravera Wealth$3.9K1
362PFS Partners, LLC$3.8K1
363Treasurer of the State of North Carolina$3.3K1
364CENTRAL TRUST Co$3.3K1
365Private Wealth Management Group, LLC$3.0K1
366NEW YORK STATE TEACHERS RETIREMENT SYSTEM$2.9K1
367Scarborough Advisors, LLC$2.9K1
368TD Waterhouse Canada Inc.$2.8K1
369Raleigh Capital Management Inc.$2.7K1
370Dogwood Wealth Management LLC$2.7K1
371First Pacific Financial$2.5K1
372Rialto Wealth Management, LLC$2.0K1
373HRT FINANCIAL LP$2.0K1
374Retirement Wealth Solutions LLC$1.9K1
375DiNuzzo Private Wealth, Inc.$1.7K1
376Manchester Capital Management LLC$1.6K1
377Investors Research Corp$1.6K1
378SHP Wealth Management$1.3K1
379Richardson Capital Management LLC$1.1K1
380SJS Investment Consulting Inc.$1.1K1
381Cromwell Holdings LLC$1.1K1
382MidFirst Bank$1.1K1
383PARK AVENUE SECURITIES LLC$1.0K1
384Marquette Asset Management, LLC$1.0K1
385State of Alaska, Department of Revenue$7771
386American Capital Advisory, LLC$7191
387SouthState Bank Corp$5751
388Breakwater Investment Management$5751
389HFM Investment Advisors, LLC$4311
390Vestcor Inc$3701
391Vermillion Wealth Management, Inc.$2871
392Intentional Wealth Strategies, LLC$2871
393Virtu Financial LLC$2691
394KBC Group NV$2241
395Quaker Wealth Management, LLC$1441
396TFC Financial Management, Inc.$1441
397Avion Wealth$01
398Activest Wealth Management$01
399VANGUARD GROUP INC— value not disclosed1
400GLENMEDE TRUST CO NA— value not disclosed1
401DANSKE BANK A/S— value not disclosed1
402JOHNSON INVESTMENT COUNSEL INC— value not disclosed1
403PRUDENTIAL PLC— value not disclosed1
404COMERICA BANK— value not disclosed1
405BLAIR WILLIAM & CO/IL— value not disclosed1
406ACADIAN ASSET MANAGEMENT LLC— value not disclosed1
407NATIONAL BANK OF CANADA /FI/— value not disclosed1
408RENAISSANCE TECHNOLOGIES LLC— value not disclosed1
409CIBC WORLD MARKETS CORP— value not disclosed1
410PROFUND ADVISORS LLC— value not disclosed1
411FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.— value not disclosed1
412CIBC Private Wealth Group LLC— value not disclosed1
413Equitable Holdings, Inc.— value not disclosed1
414Weiss Asset Management LP— value not disclosed1
415NORGES BANK— value not disclosed1
416Voya Financial Advisors, Inc.— value not disclosed1
417TWO SIGMA ADVISERS, LP— value not disclosed1
418Daiwa Securities Group Inc.— value not disclosed1
419TCTC Holdings, LLC— value not disclosed1
420Meiji Yasuda Asset Management Co Ltd.— value not disclosed1
421VestGen Investment Management— value not disclosed1
422FineMark National Bank & Trust— value not disclosed1
423PICTON MAHONEY ASSET MANAGEMENT— value not disclosed1
424Illinois Municipal Retirement Fund— value not disclosed1
425Waverly Advisors, LLC— value not disclosed1
426Merit Financial Group, LLC— value not disclosed1
427Lido Advisors, LLC— value not disclosed1
428Ausdal Financial Partners, Inc.— value not disclosed1
429OneDigital Investment Advisors LLC— value not disclosed1
430Independent Advisor Alliance— value not disclosed1
431AE Wealth Management LLC— value not disclosed1
432RITHOLTZ WEALTH MANAGEMENT— value not disclosed1
433Csenge Advisory Group— value not disclosed1
434DV Trading LLC— value not disclosed1
435Monument Capital Management— value not disclosed1
436West Branch Capital LLC— value not disclosed1
437Elo Mutual Pension Insurance Co— value not disclosed1
438Global Retirement Partners, LLC— value not disclosed1
439Cynosure Group, LLC— value not disclosed1
440OneAscent Financial Services LLC— value not disclosed1
441Cinctive Capital Management LP— value not disclosed1
442Meeder Advisory Services, Inc.— value not disclosed1
443BELLEVUE ASSET MANAGEMENT, LLC— value not disclosed1
444Kestra Advisory Services, LLC— value not disclosed1
445Brown Miller Wealth Management, LLC— value not disclosed1
446OneAscent Wealth Management LLC— value not disclosed1
447Round Rock Advisors LLC— value not disclosed1
448Optiver Holding B.V.— value not disclosed1
449TUCKER ASSET MANAGEMENT LLC— value not disclosed1
450AlphaQuest LLC— value not disclosed1
451Smith Group Asset Management, LLC— value not disclosed1
452AXXCESS WEALTH MANAGEMENT, LLC— value not disclosed1
453Forum Financial Management, LP— value not disclosed1
454SageView Advisory Group, LLC— value not disclosed1
455Hutchens & Kramer Investment Management Group, LLC— value not disclosed1
456Cape Investment Advisory, Inc.— value not disclosed1
457Cresta Advisors, Ltd.— value not disclosed1
458Dunhill Financial, LLC— value not disclosed1
459Abound Wealth Management— value not disclosed1
460Caitong International Asset Management Co., Ltd— value not disclosed1
461True Wealth Design, LLC— value not disclosed1
462Impact Partnership Wealth, LLC— value not disclosed1
463PFW Advisors LLC— value not disclosed1
464Marex Group Ltd— value not disclosed1
465denkapparat Operations GmbH— value not disclosed1
466Freestone Grove Partners LP— value not disclosed1
467Atlantic Edge Private Wealth Management, LLC— value not disclosed1
468Scientech Research LLC— value not disclosed1
469Advyzon Investment Management, LLC— value not disclosed1
470Wealth Watch Advisors, INC— value not disclosed1
471Aster Capital Management (DIFC) Ltd— value not disclosed1
472Integrated Quantitative Investments LLC— value not disclosed1
473CAXTON ASSOCIATES LLP— value not disclosed1
474OneAscent Family Office, LLC— value not disclosed1
475SAGESPRING WEALTH PARTNERS, LLC— value not disclosed1
476Robinhood Asset Management, LLC— value not disclosed1
477OPTIMA CAPITAL LLC— value not disclosed1
478NLB Skladi, upravljanje premozenja, d.o.o.— value not disclosed1
479Greenline Wealth Management LLC— value not disclosed1
Truncated by Public Filings. Every one of the 398 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)3 buy / 0 sell
Congress net ($ bound)$3.0K to $45.0K
Filers net (actions)not in build
Filers net ($ 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 HLI

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for HLI · financials and macro

Financials — as filed PLANNED

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