Public record / Tickers / IBN

IBN — ICICI BANK LTD†

Both disclosure regimes on one name: who in Congress filed about IBN, 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 IBN
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
09-12
filed 2025-09-12
13F holders
487
top-487 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

Peter Meijer · $15.0K–$50.0K

SELL · traded 2021-02-17 → filed 2021-03-16. Ranked over every IBN row by the provable lower bound, never a point estimate.

No member disclosed IBN 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.

2 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

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 IBN · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning IBN
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-09-12Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 08-13 +30d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 06-24 LATE·50d$1K–$15K
2024-10-03Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 09-23 +10d$1K–$15K
2024-10-03Josh Gottheimer D–NJ-5SELL JT (jointly owned)Traded 09-20 +13d$1K–$15K
2024-07-09Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 06-21 +18d$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 IBN

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

No member disclosed IBN in the trailing 12 months.

Congress ↔ notable managers · IBN

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
0 — $0 held
Trimming
0 — $0 held

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

No moves on either side in the window.

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of IBN for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1GQG Partners LLC$2.0B1
2WCM INVESTMENT MANAGEMENT, LLC$1.3B1
3MORGAN STANLEY$1.2B1
4Temasek Holdings (Private) Ltd$756M1
5Invesco Ltd.$570M1
6Robeco Institutional Asset Management B.V.$514M1
7FIL Ltd$366M1
8JPMORGAN CHASE & CO$347M1
9BANK OF AMERICA CORP /DE/$335M1
10Capital International Investors$305M1
11DIMENSIONAL FUND ADVISORS LP$281M1
12Ninety One UK Ltd$250M1
13SCHRODER INVESTMENT MANAGEMENT GROUP$217M1
14STATE STREET CORP$214M1
15Man Group plc$184M1
16D. E. Shaw & Co., Inc.$174M1
17BlackRock, Inc.$167M1
18AMERICAN CENTURY COMPANIES INC$156M1
19WELLINGTON MANAGEMENT GROUP LLP$147M1
20FRANKLIN RESOURCES INC$141M1
21DEUTSCHE BANK AG\$131M1
22Carrhae Capital LLP$131M1
23Ashoka WhiteOak Capital Pte Ltd$122M1
24Daiwa Securities Group Inc.$116M1
25EARNEST PARTNERS LLC$116M1
26VOLORIDGE INVESTMENT MANAGEMENT, LLC$111M1
27DRIEHAUS CAPITAL MANAGEMENT LLC$110M1
28HSBC HOLDINGS PLC$109M1
29Alua Capital Management LP$106M1
30AMANSA CAPITAL PTE. LTD.$104M1
31MILLENNIUM MANAGEMENT LLC$103M1
32ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$93.3M1
33NORTHERN TRUST CORP$92.0M1
34SEI INVESTMENTS CO$87.4M1
35UBS Group AG$86.8M1
36Pictet Asset Management Holding SA$85.3M1
37NATIONAL BANK OF CANADA /FI/$85.0M1
38LAZARD ASSET MANAGEMENT LLC$84.3M1
39Clearbridge Investments, LLC$84.0M1
40Connor, Clark & Lunn Investment Management Ltd.$82.0M1
41Hardman Johnston Global Advisors LLC$77.3M1
42ENVESTNET ASSET MANAGEMENT INC$73.6M1
43TWO SIGMA INVESTMENTS, LP$64.4M1
44FMR LLC$58.4M1
45Holocene Advisors, LP$54.7M1
46DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$53.9M1
47ALLIANCEBERNSTEIN L.P.$52.8M1
48JANE STREET GROUP, LLC$50.5M1
49HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$43.6M1
50EDMOND DE ROTHSCHILD HOLDING S.A.$39.9M1
51EFG International AG$37.4M1
52BSN Capital Partners Ltd$34.8M1
53PANAGORA ASSET MANAGEMENT INC$34.3M1
54Think Investments LP$33.5M1
55MACKENZIE FINANCIAL CORP$29.7M1
56Assenagon Asset Management S.A.$29.7M1
57Amundi$29.4M1
58NOMURA ASSET MANAGEMENT CO LTD$28.4M1
59OLD MISSION CAPITAL LLC$28.2M1
60WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$27.0M1
61Vontobel Holding Ltd.$25.8M1
62ALPS ADVISORS INC$24.6M1
63Rockefeller Capital Management L.P.$24.0M1
64VANGUARD PORTFOLIO MANAGEMENT LLC$23.4M1
65BANK OF MONTREAL /CAN/$23.3M1
66RAYMOND JAMES FINANCIAL INC$19.5M1
67Crestwood Capital Management, L.P.$18.4M1
68MASSACHUSETTS FINANCIAL SERVICES CO /MA/$17.8M1
69NORDEA INVESTMENT MANAGEMENT AB$17.6M1
70Point72 Asset Management, L.P.$17.1M1
71Ninety One North America, Inc.$16.8M1
72PRUDENTIAL PLC$16.7M1
73Allianz Asset Management GmbH$14.1M1
74LPL Financial LLC$13.9M1
75Triveni Capital Investments LP$13.9M1
76GUARDIAN CAPITAL LP$13.6M1
77CITIGROUP INC$13.1M1
78BNP Paribas Asset Management Holding S.A.$12.5M1
79ALGEBRIS (UK) LTD$12.5M1
80Allspring Global Investments Holdings, LLC$12.4M1
81AQR CAPITAL MANAGEMENT LLC$12.3M1
82Capital International, Inc./CA/$12.2M1
83AXIOM INVESTORS LLC /DE$12.1M1
84DEPRINCE RACE & ZOLLO INC$12.0M1
85CAUSEWAY CAPITAL MANAGEMENT LLC$11.7M1
86FACT Capital, LP$11.1M1
87Aberdeen Group plc$10.9M1
88ROYAL BANK OF CANADA$10.4M1
89New Vernon Capital Holdings II LLC$10.0M1
90Capital International Sarl$9.7M1
91Squarepoint Ops LLC$9.5M1
92XTX Topco Ltd$9.5M1
93SCOTIA CAPITAL INC.$9.2M1
94MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$9.0M1
95CITADEL ADVISORS LLC$9.0M1
96STIFEL FINANCIAL CORP$8.7M1
97Templeton & Phillips Capital Management, LLC$8.5M1
98Quantinno Capital Management LP$8.2M1
99AIA Group Ltd$7.9M1
100M&T BANK CORP$7.8M1
101MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC$7.7M1
102Pathstone Holdings, LLC$7.6M1
103Vanguard Personalized Indexing Management, LLC$7.5M1
104CREDIT AGRICOLE S A$7.3M1
105Qube Research & Technologies Ltd$7.0M1
106WELLS FARGO & COMPANY/MN$6.9M1
107HELIOS CAPITAL MANAGEMENT PTE. LTD$6.6M1
108Tidal Investments LLC$6.6M1
109NLB Skladi, upravljanje premozenja, d.o.o.$6.6M1
110Schonfeld Strategic Advisors LLC$6.6M1
111LMR Partners LLP$6.5M1
112Engineers Gate Manager LP$6.3M1
113Vident Advisory, LLC$6.3M1
114MANUFACTURERS LIFE INSURANCE COMPANY, THE$6.2M1
115CAPITAL INTERNATIONAL LTD /CA/$6.2M1
116Vise Technologies, Inc.$5.9M1
117O'SHAUGHNESSY ASSET MANAGEMENT, LLC$5.9M1
118Carmel Capital Management L.L.C.$5.5M1
119KLP KAPITALFORVALTNING AS$5.5M1
120Laird Norton Wetherby Trust Company, LLC$5.4M1
121TT International Asset Management LTD$5.4M1
122RENAISSANCE GROUP LLC$5.4M1
123Cerity Partners LLC$5.3M1
124State of New Jersey Common Pension Fund D$5.3M1
125Capital World Investors$5.2M1
126US BANCORP \DE\$5.1M1
127DRW Securities, LLC$5.1M1
128Aquatic Capital Management LLC$5.1M1
129PRINCIPAL FINANCIAL GROUP INC$5.0M1
130THORNBURG INVESTMENT MANAGEMENT INC$5.0M1
131Moran Wealth Management, LLC$5.0M1
132MML INVESTORS SERVICES, LLC$5.0M1
133BARCLAYS PLC$5.0M1
134NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$5.0M1
135Artisan Partners Limited Partnership$4.6M1
136M&G Plc$4.5M1
137RWA WEALTH PARTNERS, LLC$4.5M1
138CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$4.5M1
139ASSETMARK, INC$4.4M1
140Haven Global Partners, LLC$4.3M1
141FIRST TRUST ADVISORS LP$4.2M1
142BLAIR WILLIAM & CO/IL$4.1M1
143HighTower Advisors, LLC$4.0M1
144NORTHSTAR ASSET MANAGEMENT INC$3.7M1
145Asset Management One Co., Ltd.$3.7M1
146GILDER GAGNON HOWE & CO LLC$3.6M1
147Leonteq Securities AG$3.5M1
148Aperture Investors, LLC$3.5M1
149KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$3.4M1
150CHANNING GLOBAL ADVISORS, LLC$3.3M1
151Orion Porfolio Solutions, LLC$3.3M1
152SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.2M1
153LETKO, BROSSEAU & ASSOCIATES INC$3.2M1
154Bank Julius Baer & Co. Ltd, Zurich$3.1M1
155Crossmark Global Holdings, Inc.$3.1M1
156POLEN CAPITAL MANAGEMENT LLC$3.1M1
157XY Capital Ltd$3.0M1
158LONGFELLOW INVESTMENT MANAGEMENT CO LLC$3.0M1
159Cetera Investment Advisers$2.9M1
160BANQUE PICTET & CIE SA$2.9M1
161Perpetual Ltd$2.8M1
162Mariner, LLC$2.7M1
163Corient Private Wealth LLC$2.7M1
164Sequoia Financial Advisors, LLC$2.6M1
165Voleon Capital Management LP$2.4M1
166Groupe la Francaise$2.4M1
167ABN AMRO INVESTMENT SOLUTIONS$2.4M1
168Federation des caisses Desjardins du Quebec$2.3M1
169Continuum Advisory, LLC$2.3M1
170Frank, Rimerman Advisors LLC$2.3M1
171PROFUND ADVISORS LLC$2.2M1
172Generali Investments CEE, investicni spolecnost, a.s.$2.1M1
173TrueMark Investments, LLC$2.1M1
174OPAL CAPITAL LLC$2.1M1
175PEAK6 LLC$2.0M1
176PITTENGER & ANDERSON INC$1.9M1
177IEQ CAPITAL, LLC$1.9M1
178HARDING LOEVNER LP$1.9M1
179Legacy Wealth Asset Management, LLC$1.9M1
180LBP AM SA$1.9M1
181VIRTUS ADVISERS, LLC$1.8M1
182ELEVATION POINT WEALTH PARTNERS, LLC$1.8M1
183Callan Family Office, LLC$1.7M1
184EAGLE GLOBAL ADVISORS LLC$1.7M1
185CLOVERFIELDS CAPITAL GROUP, LP$1.7M1
186Balefire, LLC$1.7M1
187AIGEN INVESTMENT MANAGEMENT, LP$1.7M1
188Aviso Financial Inc.$1.7M1
189Central Asset Investments & Management Holdings (HK) Ltd$1.7M1
190J.W. COLE ADVISORS, INC.$1.7M1
191PCM Encore, LLC$1.6M1
192FEDERATED HERMES, INC.$1.6M1
193COMGEST GLOBAL INVESTORS S.A.S.$1.5M1
194Limestone Investment Advisors LP$1.5M1
195Headlands Technologies LLC$1.5M1
196TRUIST FINANCIAL CORP$1.5M1
197COLDSTREAM CAPITAL MANAGEMENT INC$1.5M1
198Graham Capital Management, L.P.$1.4M1
199Naviter Wealth, LLC$1.4M1
200OSAIC HOLDINGS, INC.$1.4M1
201Aaron Wealth Advisors LLC$1.4M1
202Bleakley Financial Group, LLC$1.3M1
203FORA Capital, LLC$1.3M1
204UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.3M1
205Trivium Point Advisory, LLC$1.3M1
206Sava Infond d.o.o.$1.3M1
207TD Waterhouse Canada Inc.$1.3M1
208PRUDENTIAL FINANCIAL INC$1.3M1
209Blue Trust, Inc.$1.3M1
210Sumitomo Mitsui DS Asset Management Company, Ltd$1.2M1
211TD ASSET MANAGEMENT INC$1.2M1
212SIGNATUREFD, LLC$1.2M1
213Janus Henderson Group Ltd.$1.2M1
214Sanctuary Advisors, LLC$1.2M1
215Bank Pictet & Cie (Europe) AG$1.2M1
216West Family Investments, Inc.$1.2M1
217Advisory Resource Group$1.1M1
218Caprock Group, LLC$1.1M1
219RITHOLTZ WEALTH MANAGEMENT$1.1M1
220WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.1M1
221JUPITER ASSET MANAGEMENT LTD$1.1M1
222Snowden Capital Advisors LLC$1.1M1
223Creative Planning$1.1M1
224Jain Global LLC$1.1M1
225Atria Investments, Inc$1.0M1
226TWO SIGMA SECURITIES, LLC$945K1
227Qtron Investments LLC$933K1
228DELTEC ASSET MANAGEMENT LLC$919K1
229GUGGENHEIM CAPITAL LLC$899K1
230Black Creek Investment Management Inc.$898K1
231&PARTNERS$891K1
232SP Asset Management LLC$874K1
233Nuveen, LLC$868K1
234PERSONAL CFO SOLUTIONS, LLC$845K1
235BSW Wealth Partners$825K1
236QRG CAPITAL MANAGEMENT, INC.$800K1
237CHOREO, LLC$799K1
238PDS Planning, Inc$784K1
239Herold Advisors, Inc.$750K1
240HIGHLAND CAPITAL MANAGEMENT, LLC$747K1
241Migdal Insurance & Financial Holdings Ltd.$746K1
242OneDigital Investment Advisors LLC$736K1
243HighVista Strategies LLC$722K1
244Compound Planning, Inc.$718K1
245ABN AMRO Bank N.V.$676K1
246Clearstead Advisors, LLC$664K1
247Focus Partners Wealth$657K1
248State of Wyoming$652K1
249Bridgewater Advisors Inc.$650K1
250Verdence Capital Advisors LLC$650K1
251Henshaw Capital LLC$632K1
252Bayesian Capital Management, LP$618K1
253WINTON GROUP Ltd$616K1
254MERCER GLOBAL ADVISORS INC /ADV$609K1
255NewEdge Advisors, LLC$588K1
256Bridgefront Capital, LLC$579K1
257Merit Financial Group, LLC$575K1
258Sompo Asset Management Co., Ltd.$575K1
259Banque Cantonale Vaudoise$571K1
260Envestnet Portfolio Solutions, Inc.$567K1
261Focus Partners Advisor Solutions, LLC$567K1
262Arta Finance Wealth Management LLC$546K1
263Seed Wealth Management, Inc.$545K1
264Capital Group Investment Management Pte. Ltd.$531K1
265QUADRANT CAPITAL GROUP LLC$531K1
266Vanguard Global Advisers, LLC$526K1
267Foster Victor Wealth Advisors, LLC$520K1
268KEYBANK NATIONAL ASSOCIATION/OH$517K1
269AXQ CAPITAL, LP$515K1
270First Affirmative Financial Network$513K1
271CIBC WORLD MARKET INC.$508K1
272Pinnacle Wealth Planning Services, Inc.$503K1
273Ascent Group, LLC$499K1
274EagleClaw Capital Managment, LLC$499K1
275Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$484K1
276CogentBlue Wealth Advisors, LLC$467K1
277Americana Partners, LLC$444K1
278R Squared Ltd$436K1
279Dai-ichi Life Insurance Company, Ltd$425K1
280Texas Yale Capital Corp.$403K1
281Alan B Lancz & Associates, Inc.$403K1
282XPONANCE LLC$400K1
283Storgate, LLC$399K1
284RMR Wealth Builders$398K1
285GC Wealth Management RIA, LLC$396K1
286Lido Advisors, LLC$394K1
287EP Wealth Advisors, LLC$394K1
288Sustainable Insight Capital Management, LLC$387K1
289Vestmark Advisory Solutions, Inc.$378K1
290Athena Wealth Management, LLC$373K1
291Steward Partners Investment Advisory, LLC$365K1
292Quantum Portfolio Management LLC$363K1
293Resonant Capital Advisors, LLC$358K1
294Westerkirk Capital Inc.$354K1
295VestGen Advisors, LLC$350K1
296Indivisible Partners$348K1
297Scientech Research LLC$346K1
298Ninety One SA (PTY) Ltd$345K1
299GHP Investment Advisors, Inc.$344K1
300BENJAMIN EDWARDS INC$343K1
301Harbour Capital Advisors, LLC$341K1
302Blueshift Asset Management, LLC$334K1
303Greenspring Advisors, LLC$334K1
304Walleye Capital LLC$333K1
305LGT Group Foundation$330K1
306Avior Wealth Management, LLC$330K1
307Frec Markets, Inc.$318K1
308BANK OF NOVA SCOTIA$314K1
309SHELTON CAPITAL MANAGEMENT$314K1
310SeaCrest Wealth Management, LLC$306K1
311Sivia Capital Partners, LLC$304K1
312UNITED CAPITAL FINANCIAL ADVISORS, LLC$299K1
313Ballentine Partners, LLC$294K1
314Cresset Asset Management, LLC$293K1
315CAPSTONE INVESTMENT ADVISORS, LLC$291K1
316Capital Research Global Investors$287K1
317HB Wealth Management, LLC$285K1
318Dynamic Technology Lab Private Ltd$280K1
319GeoWealth Management, LLC$268K1
320DRIVE WEALTH MANAGEMENT, LLC$267K1
321Havemeyer Place LP$266K1
322Arax Advisory Partners$262K1
323CWM, LLC$261K1
324Union Bancaire Privee, UBP SA$259K1
325Lansforsakringar Fondforvaltning AB (publ)$255K1
326Samalin Investment Counsel, LLC$254K1
327Bryn Mawr Trust Advisors, LLC$244K1
328Castleview Partners, LLC$234K1
329COMMONWEALTH EQUITY SERVICES, LLC$224K1
330PRINCIPAL SECURITIES, INC.$224K1
331Rehmann Capital Advisory Group$222K1
332Sovran Advisors, LLC$218K1
333Kathmere Capital Management, LLC$216K1
334Tower Research Capital LLC (TRC)$213K1
335WEALTH ALLIANCE, LLC$212K1
336MGO ONE SEVEN LLC$211K1
337JOURNEY STRATEGIC WEALTH LLC$211K1
338VestGen Investment Management$210K1
339BROWN ADVISORY INC$206K1
340Milestone Resources Group Ltd$204K1
341Ascentis Independent Advisors$204K1
342HUB Investment Partners, LLC$204K1
343D.A. DAVIDSON & CO.$200K1
344Zurcher Kantonalbank (Zurich Cantonalbank)$189K1
345Eurizon Asset Management Slovakia, sprav. spol., a.s.$186K1
346GROUP ONE TRADING LLC$172K1
347STOREBRAND ASSET MANAGEMENT AS$164K1
348MATHER GROUP, LLC.$164K1
349WPG Advisers, LLC$140K1
350Smartleaf Asset Management LLC$139K1
351Evelyn Partners Investment Management LLP$124K1
352PRICE T ROWE ASSOCIATES INC /MD/$115K1
353Grove Bank & Trust$107K1
354MAI Capital Management$98.4K1
355UMB Bank, n.a.$93.6K1
356Opal Wealth Advisors, LLC$85.0K1
357Transamerica Financial Advisors, LLC$81.7K1
358Inspire Investing, LLC$72.5K1
359NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$68.6K1
360WealthCollab, LLC$66.6K1
361Murphy & Mullick Capital Management Corp$65.5K1
362JFS WEALTH ADVISORS, LLC$58.4K1
363Legal & General Group Plc$55.4K1
364C WorldWide Group Holding A/S$49.2K1
365Bell Investment Advisors, Inc$46.9K1
366ENTRUST FINANCIAL LLC$42.9K1
367LOM Asset Management Ltd$41.4K1
368Glen Eagle Advisors, LLC$40.2K1
369Caitong International Asset Management Co., Ltd$39.8K1
370FIFTH THIRD BANCORP$37.8K1
371ACADIAN ASSET MANAGEMENT LLC$35.6K1
372Allworth Financial LP$31.2K1
373NATIXIS ADVISORS, LLC$29.2K1
374CDKV HOLDINGS LLC$28.5K1
375Asset Dedication, LLC$28.3K1
376Compagnie Lombard Odier SCmA$25.9K1
377Ameliora Wealth Management Ltd.$25.9K1
378Border to Coast Pensions Partnership Ltd$22.8K1
379Hamrick Investment Counsel, llc$18.1K1
380Ramirez Asset Management, Inc.$16.9K1
381HRT FINANCIAL LP$14.6K1
382DiNuzzo Private Wealth, Inc.$14.2K1
383Valued Wealth Advisors LLC$13.7K1
384Evelyn Partners Investment Management Services Ltd$12.9K1
385Rakuten Securities, Inc.$12.1K1
386Wilmington Savings Fund Society, FSB$11.5K1
387Center for Financial Planning, Inc.$9.6K1
388Larson Financial Group LLC$9.0K1
389DekaBank Deutsche Girozentrale$8.8K1
390THRIVENT FINANCIAL FOR LUTHERANS$8.2K1
391Acumen Wealth Advisors, LLC$8.0K1
392Key FInancial Inc$7.1K1
393Measured Wealth Private Client Group, LLC$6.2K1
394MidFirst Bank$5.2K1
395ALBION FINANCIAL GROUP /UT$4.6K1
396Parkside Financial Bank & Trust$4.2K1
397True Wealth Design, LLC$4.1K1
398JPL Wealth Management, LLC$3.6K1
399Jackson, Grant Investment Advisers, Inc.$3.2K1
400Keating Financial Advisory Services, Inc.$2.8K1
401Wealth Science Advisors LLC$2.7K1
402Dogwood Wealth Management LLC$2.5K1
403Prestige Wealth Management Group LLC$2.1K1
404FINANCIAL CONSULATE, INC$1.6K1
405Cranbrook Wealth Management, LLC$1.4K1
406Intentional Wealth Strategies, LLC$1.4K1
407PARK AVENUE SECURITIES LLC$1.3K1
408Raleigh Capital Management Inc.$1.0K1
409FLOW TRADERS U.S. LLC$9041
410Abound Wealth Management$8811
411CENTRAL TRUST Co$8551
412Virtu Financial LLC$7971
413Summit Global Investments$6981
414Physician Wealth Advisors, Inc.$5181
415Rachor Investment Advisory Services, LLC$3371
416Cambridge Investment Research Advisors, Inc.$2801
417Bollard Group LLC$721
418Stone House Investment Management, LLC$521
419BARINGS LLC— value not disclosed1
420VANGUARD GROUP INC— value not disclosed1
421GLENMEDE TRUST CO NA— value not disclosed1
422HARBOUR INVESTMENTS, INC.— value not disclosed1
423Atlantic Union Bankshares Corp— value not disclosed1
424LOCKHEED MARTIN INVESTMENT MANAGEMENT CO— value not disclosed1
425HM PAYSON & CO— value not disclosed1
426TOMPKINS FINANCIAL CORP— value not disclosed1
427AVIVA PLC— value not disclosed1
428NOMURA HOLDINGS INC— value not disclosed1
429DSM CAPITAL PARTNERS LLC— value not disclosed1
430BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
431Overbrook Management Corp— value not disclosed1
432Covenant Partners, LLC— value not disclosed1
433Grantham, Mayo, Van Otterloo & Co. LLC— value not disclosed1
434Campbell & CO Investment Adviser LLC— value not disclosed1
435Walleye Trading LLC— value not disclosed1
436Employees Retirement System of Texas— value not disclosed1
437Choate Investment Advisors— value not disclosed1
438GAM Holding AG— value not disclosed1
439GTS SECURITIES LLC— value not disclosed1
440IMC-Chicago, LLC— value not disclosed1
441Verition Fund Management LLC— value not disclosed1
442TWO SIGMA ADVISERS, LP— value not disclosed1
443Diversified Trust Co— value not disclosed1
444Savant Capital, LLC— value not disclosed1
445Main Street Research LLC— value not disclosed1
446FOX RUN MANAGEMENT, L.L.C.— value not disclosed1
447Capital Wealth Planning, LLC— value not disclosed1
448Mirae Asset Global Investments Co., Ltd.— value not disclosed1
449Strategic Global Advisors, LLC— value not disclosed1
450Tuttle Capital Management, LLC— value not disclosed1
451Coronation Fund Managers Ltd.— value not disclosed1
452Dynamic Advisor Solutions LLC— value not disclosed1
453Two Creeks Capital Management, LP— value not disclosed1
454Quadrature Capital Ltd— value not disclosed1
455NS Partners Ltd— value not disclosed1
456Mirabaud Asset Management Ltd— value not disclosed1
457Centiva Capital, LP— value not disclosed1
458Garner Asset Management Corp— value not disclosed1
459DV Trading LLC— value not disclosed1
460Ovata Capital Management Ltd— value not disclosed1
461Crewe Advisors LLC— value not disclosed1
462Triumph Capital Management— value not disclosed1
463Global Retirement Partners, LLC— value not disclosed1
464OPTIMAS CAPITAL Ltd— value not disclosed1
465Laurel Wealth Advisors LLC— value not disclosed1
466Y-Intercept (Hong Kong) Ltd— value not disclosed1
467RIVERSEDGE ADVISORS, LLC— value not disclosed1
468Aprio Wealth Management, LLC— value not disclosed1
469Kestra Advisory Services, LLC— value not disclosed1
470Militia Capital Partners, LP— value not disclosed1
471DV EQUITIES, LLC— value not disclosed1
472Mayflower Financial Advisors, LLC— value not disclosed1
473Capital Group Private Client Services, Inc.— value not disclosed1
474NewEdge Wealth, LLC— value not disclosed1
475CenterBook Partners LP— value not disclosed1
476SJS Investment Consulting Inc.— value not disclosed1
477PharVision Advisers, LLC— value not disclosed1
478SageView Advisory Group, LLC— value not disclosed1
479Nearwater Capital Markets, Ltd— value not disclosed1
480Cape Investment Advisory, Inc.— value not disclosed1
481Granite Group Advisors, LLC— value not disclosed1
482Northwest & Ethical Investments L.P.— value not disclosed1
483May Hill Capital, LLC— value not disclosed1
484SAGESPRING WEALTH PARTNERS, LLC— value not disclosed1
485SmartHarvest Portfolios, LLC— value not disclosed1
486Fideuram Asset Management (Ireland) dac— value not disclosed1
487MCGUIRE CAPITAL ADVISORS INC— value not disclosed1
Truncated by Public Filings. Every one of the 418 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 IBN

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for IBN · financials and macro

Financials — as filed PLANNED

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