Public record / Tickers / IBP

IBP — Installed Building Products, Inc.†

Both disclosure regimes on one name: who in Congress filed about IBP, 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
21
all PTR rows naming IBP
Members · 12m
1
8 buys · 3 sells · by trade date
Latest PTR
09-17
filed 2026-09-17
13F holders
375
top-375 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

David J. Taylor · $1.0K–$15.0K

BUY · traded 2026-09-08 → filed 2026-09-17. Ranked over every IBP row by the provable lower bound, never a point estimate.

1 member · 8 buys / 3 sells

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

16 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. 16 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING IBP · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning IBP
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-17David J. Taylor R–OH-2BUYTraded 09-08 +9d$1K–$15K
2026-08-20David J. Taylor R–OH-2BUYTraded 08-14 +6d$1K–$15K
2026-07-01David J. Taylor R–OH-2BUYTraded 06-15 +16d$1K–$15K
2026-04-02David J. Taylor R–OH-2BUYTraded 03-24 +9d$1K–$15K
2026-03-20David J. Taylor R–OH-2BUYTraded 03-12 +8d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 21 ↗

Members active in IBP

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing IBP 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.
David J. Taylor R–OH-211−$37.0K to $117K2

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

Congress ↔ notable managers · IBP

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

Congress · last 90 days

Buyers
1 David J. Taylor R–OH-2 $2K–$30K
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 $1.4M held
Trimming
1 Bridgewater Associates $1.3M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · INSTALLED BLDG PRODS INC

Merged timeline of congressional filings and notable-manager moves on IBP
DateWhoChangeSize
2026-09-17David J. Taylor CongressBUY$1K–$15K
2026-08-20David J. Taylor CongressBUY$1K–$15K
2026-05-15Gotham Asset Management 13FADD+1,500 sh
2026-05-15Bridgewater Associates 13FTRIM−4,996 sh

4 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 IBP for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$997M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$363M1
3STATE STREET CORP$281M1
4VANGUARD CAPITAL MANAGEMENT LLC$272M1
5MORGAN STANLEY$173M1
6DIMENSIONAL FUND ADVISORS LP$140M1
7Giverny Capital Inc.$107M1
8FIRST TRUST ADVISORS LP$101M1
9TD ASSET MANAGEMENT INC$98.7M1
10FMR LLC$93.7M1
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC$93.5M1
12Invesco Ltd.$81.9M1
13BANK OF AMERICA CORP /DE/$79.2M1
14NORTHERN TRUST CORP$78.6M1
15Artisan Partners Limited Partnership$71.8M1
16FRANKLIN RESOURCES INC$60.8M1
17WESTFIELD CAPITAL MANAGEMENT CO LP$55.2M1
18UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$54.1M1
19BAMCO INC /NY/$52.6M1
20WELLS FARGO & COMPANY/MN$51.8M1
21Capital Research Global Investors$47.4M1
22FULLER & THALER ASSET MANAGEMENT, INC.$47.0M1
23Stephens Investment Management Group LLC$45.3M1
24FIL Ltd$44.3M1
25Paralel Advisors LLC$43.7M1
26RAYMOND JAMES FINANCIAL INC$43.2M1
27UBS Group AG$42.3M1
28VANGUARD FIDUCIARY TRUST CO$42.1M1
29JANE STREET GROUP, LLC$38.3M1
30ROYAL LONDON ASSET MANAGEMENT LTD$38.0M1
31ROYAL BANK OF CANADA$35.7M1
32PRINCIPAL FINANCIAL GROUP INC$34.1M1
33Capital World Investors$33.7M1
34ENVESTNET ASSET MANAGEMENT INC$32.1M1
35CITIGROUP INC$31.8M1
36Channing Capital Management, LLC$31.5M1
37Swedbank AB$26.5M1
38Leeward Investments, LLC - MA$22.1M1
39PUBLIC SECTOR PENSION INVESTMENT BOARD$21.5M1
40DEUTSCHE BANK AG\$21.2M1
41Pembroke Management, LTD$19.9M1
42First Eagle Investment Management, LLC$16.9M1
43WCM INVESTMENT MANAGEMENT, LLC$16.9M1
44ROYCE & ASSOCIATES LP$15.6M1
45TD Waterhouse Canada Inc.$14.8M1
46BARCLAYS PLC$14.4M1
47Legal & General Group Plc$14.2M1
48Nuveen, LLC$14.2M1
49Baird Financial Group, Inc.$14.0M1
50JACOBSON & SCHMITT ADVISORS, LLC$13.9M1
51Heron Bay Capital Management$13.4M1
52CITADEL ADVISORS LLC$13.3M1
53SEGALL BRYANT & HAMILL, LLC$13.2M1
54CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$13.2M1
55SEI INVESTMENTS CO$13.1M1
56Janus Henderson Group Ltd.$12.8M1
57D. E. Shaw & Co., Inc.$12.2M1
58Swiss National Bank$12.1M1
59MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$11.4M1
60AMERICAN CENTURY COMPANIES INC$11.0M1
61Curi Capital, LLC$9.1M1
62Watchtower Advisors, LP$8.6M1
63Rafferty Asset Management, LLC$8.5M1
64Trexquant Investment LP$8.5M1
65Fisher Funds Management LTD$7.7M1
66Vest Financial, LLC$7.6M1
67WELLINGTON MANAGEMENT GROUP LLP$7.5M1
68ALLIANCEBERNSTEIN L.P.$7.5M1
69Ascent Group, LLC$7.4M1
70HSBC HOLDINGS PLC$7.4M1
71Tidal Investments LLC$6.9M1
72Illinois Municipal Retirement Fund$6.8M1
73STIFEL FINANCIAL CORP$6.8M1
74TWO SIGMA INVESTMENTS, LP$6.8M1
75PRUDENTIAL FINANCIAL INC$6.2M1
76SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.9M1
77RENAISSANCE TECHNOLOGIES LLC$5.6M1
78Callan Family Office, LLC$5.6M1
79VANGUARD ASSET MANAGEMENT, Ltd$5.6M1
80REGIONS FINANCIAL CORP$5.6M1
81Allianz Asset Management GmbH$5.0M1
82Creative Planning$4.8M1
83BANK OF MONTREAL /CAN/$4.8M1
84LPL Financial LLC$4.7M1
85Salvus Wealth Management, LLC$4.6M1
86KEYBANK NATIONAL ASSOCIATION/OH$4.6M1
87VICTORY CAPITAL MANAGEMENT INC$4.6M1
88Emerald Investment Advisers, LLC$4.5M1
89Joseph Group Capital Management$4.5M1
90BALYASNY ASSET MANAGEMENT L.P.$4.5M1
91Man Group plc$4.2M1
92Walleye Capital LLC$3.8M1
93Pathstone Holdings, LLC$3.4M1
94Universal- Beteiligungs- und Servicegesellschaft mbH$3.4M1
95CacheTech Inc.$3.2M1
96BEACON INVESTMENT ADVISORY SERVICES, INC.$3.2M1
97&PARTNERS$3.1M1
98Freestone Grove Partners LP$3.1M1
99MOODY ALDRICH PARTNERS LLC$3.0M1
100INTECH INVESTMENT MANAGEMENT LLC$2.9M1
101MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.9M1
102NewEdge Wealth, LLC$2.9M1
103AQR CAPITAL MANAGEMENT LLC$2.9M1
104Vanguard Global Advisers, LLC$2.8M1
105MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.8M1
106FIFTH THIRD BANCORP$2.7M1
107Adams Wealth Management$2.7M1
108O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.7M1
109Lisanti Capital Growth, LLC$2.6M1
110Quadrature Capital Ltd$2.6M1
111Vestmark Advisory Solutions, Inc.$2.6M1
112Radnor Capital Management, LLC$2.6M1
113STATE OF WISCONSIN INVESTMENT BOARD$2.5M1
114Zurcher Kantonalbank (Zurich Cantonalbank)$2.5M1
115State of New Jersey Common Pension Fund D$2.3M1
116Magnetar Financial LLC$2.2M1
117Graham Capital Management, L.P.$2.2M1
118Grandeur Peak Global Advisors, LLC$2.2M1
119VELA Investment Management, LLC$2.1M1
120Cerity Partners LLC$2.0M1
121Atria Investments, Inc$1.8M1
122Y-Intercept (Hong Kong) Ltd$1.7M1
123MML INVESTORS SERVICES, LLC$1.7M1
124Trinity Financial Advisors LLC$1.7M1
125JAMES INVESTMENT RESEARCH, INC.$1.7M1
126Arizona State Retirement System$1.7M1
127Swiss Life Asset Management Ltd$1.7M1
128Triasima Portfolio Management inc.$1.7M1
129VOYA INVESTMENT MANAGEMENT LLC$1.6M1
130STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.6M1
131STOREBRAND ASSET MANAGEMENT AS$1.6M1
132Vanguard Investments Australia, Ltd.$1.5M1
133Aquatic Capital Management LLC$1.5M1
134OCCUDO QUANTITATIVE STRATEGIES LP$1.5M1
135COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.5M1
136Brevan Howard Capital Management LP$1.5M1
137LEVEL FOUR ADVISORY SERVICES, LLC$1.4M1
138OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.4M1
139ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.4M1
140OSAIC HOLDINGS, INC.$1.4M1
141Gotham Asset Management, LLC$1.4M1
142Integrated Quantitative Investments LLC$1.3M1
143Windsor Advisory Group, LLC$1.3M1
144Gallo Partners, LP$1.3M1
145Bridgewater Associates, LP$1.3M1
146Corient Private Wealth LLC$1.3M1
147Stratos Wealth Partners, LTD.$1.3M1
148Amundi$1.3M1
149CANADA PENSION PLAN INVESTMENT BOARD$1.2M1
150TRUIST FINANCIAL CORP$1.2M1
151Cetera Investment Advisers$1.2M1
152M&T BANK CORP$1.2M1
153Calamos Advisors LLC$1.1M1
154Inspire Advisors, LLC$1.1M1
155Quantinno Capital Management LP$1.0M1
156Inspire Investing, LLC$995K1
157BENJAMIN EDWARDS INC$966K1
158ProShare Advisors LLC$956K1
159LRT Capital Management, LLC$944K1
160Pictet Asset Management Holding SA$928K1
161Daiwa Securities Group Inc.$905K1
162Maryland State Retirement & Pension System$876K1
163TEACHER RETIREMENT SYSTEM OF TEXAS$863K1
164BLALOCK WILLIAMS, LLC$863K1
165Ashton Thomas Private Wealth, LLC$850K1
166QUADRANT CAPITAL GROUP LLC$824K1
167JENNISON ASSOCIATES LLC$805K1
168Orion Porfolio Solutions, LLC$784K1
169Summit Financial Strategies, Inc.$768K1
170Ensign Peak Advisors, Inc$736K1
171HighTower Advisors, LLC$708K1
172Vanguard Personalized Indexing Management, LLC$701K1
173Convergence Investment Partners, LLC$694K1
174Curated Wealth Partners LLC$687K1
175Impact Capital Partners LLC$679K1
176SCHRODER INVESTMENT MANAGEMENT GROUP$661K1
177New England Research & Management, Inc.$616K1
178COMMONWEALTH EQUITY SERVICES, LLC$611K1
179XPONANCE LLC$580K1
180Gallacher Capital Management LLC$574K1
181Alyeska Investment Group, L.P.$549K1
182World Investment Advisors$529K1
183ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$523K1
184EVERGREEN CAPITAL MANAGEMENT LLC$518K1
185Sanctuary Advisors, LLC$517K1
186Apollon Wealth Management, LLC$513K1
187Ameritas Investment Partners, Inc.$510K1
188D.A. DAVIDSON & CO.$489K1
189Bridgefront Capital, LLC$466K1
190Tower Research Capital LLC (TRC)$465K1
191ALPS ADVISORS INC$461K1
192Vontobel Holding Ltd.$460K1
193WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$460K1
194Massar Capital Management, LP$410K1
195US BANCORP \DE\$409K1
196CHOREO, LLC$403K1
197Vident Advisory, LLC$399K1
198MONTAG A & ASSOCIATES INC$398K1
199BLUEDOOR PRIVATE WEALTH, LLC$388K1
200Focus Partners Wealth$375K1
201Monument Capital Management$371K1
202FORTRESS FINANCIAL GROUP, LLC$368K1
203Round Rock Advisors LLC$364K1
204Cynosure Group, LLC$363K1
205CIBC Bancorp USA Inc.$346K1
206Cresset Asset Management, LLC$344K1
207Sequoia Financial Advisors, LLC$342K1
208Abel Hall, LLC$342K1
209PERSONAL CFO SOLUTIONS, LLC$327K1
210Crossmark Global Holdings, Inc.$323K1
211GTS SECURITIES LLC$322K1
212Hennion & Walsh Asset Management, Inc.$316K1
213Gryphon Financial Partners LLC$309K1
214MGO ONE SEVEN LLC$306K1
215Baron Wealth Management LLC$303K1
216Schonfeld Strategic Advisors LLC$303K1
217MERCER GLOBAL ADVISORS INC /ADV$297K1
218PRINCIPAL SECURITIES, INC.$287K1
219New Age Alpha Advisors, LLC$286K1
220Cannell & Spears LLC$285K1
221LAZARD ASSET MANAGEMENT LLC$284K1
222Mach-1 Financial Group, LLC$283K1
223PFS Partners, LLC$277K1
224Beacon Pointe Advisors, LLC$275K1
225Caitong International Asset Management Co., Ltd$274K1
226Grant Private Wealth Management Inc$273K1
227Drucker Wealth 3.0, LLC$273K1
228Pinnacle Wealth Planning Services, Inc.$271K1
229Portside Wealth Group, LLC$270K1
230Ballentine Partners, LLC$268K1
231AlTi Global, Inc.$267K1
232Avior Wealth Management, LLC$266K1
233MBB PUBLIC MARKETS I LLC$265K1
234PROFUND ADVISORS LLC$258K1
235Verition Fund Management LLC$258K1
236CIBC WORLD MARKET INC.$244K1
237Lido Advisors, LLC$241K1
238Kera Capital Partners, Inc.$241K1
239Petros Family Wealth, LLC$240K1
240CIBC Asset Management Inc$234K1
241Legacy Wealth Asset Management, LLC$234K1
242PDS Planning, Inc$228K1
243Brooklyn Investment Group$226K1
244Parkside Financial Bank & Trust$225K1
245MADDEN SECURITIES Corp$224K1
246TWO SIGMA SECURITIES, LLC$222K1
247AXQ CAPITAL, LP$222K1
248COLDSTREAM CAPITAL MANAGEMENT INC$218K1
249MIRABELLA FINANCIAL SERVICES LLP$215K1
250HBW ADVISORY SERVICES LLC$212K1
251Dynamic Technology Lab Private Ltd$210K1
252Steward Partners Investment Advisory, LLC$204K1
253HB Wealth Management, LLC$203K1
254PRELUDE CAPITAL MANAGEMENT, LLC$203K1
255Hudson Bay Capital Management LP$202K1
256SAGE RHINO CAPITAL LLC$202K1
257Advisors Asset Management, Inc.$200K1
258NATIONAL BANK OF CANADA /FI/$198K1
259State of Wyoming$165K1
260CWM, LLC$164K1
261Banque Cantonale Vaudoise$163K1
262Smartleaf Asset Management LLC$151K1
263Federation des caisses Desjardins du Quebec$129K1
264Bayforest Capital Ltd$125K1
265Eurizon Capital SGR S.p.A.$123K1
266BNP Paribas Asset Management Holding S.A.$112K1
267Blue Trust, Inc.$95.6K1
268Aster Capital Management (DIFC) Ltd$70.3K1
269Rockefeller Capital Management L.P.$67.5K1
270SIGNATUREFD, LLC$51.7K1
271Reyes Financial Architecture, Inc.$46.9K1
272Salomon & Ludwin, LLC$46.5K1
273Kemnay Advisory Services Inc.$40.6K1
274UMB Bank, n.a.$39.8K1
275Keating Financial Advisory Services, Inc.$36.9K1
276GHP Investment Advisors, Inc.$32.1K1
277SIMPLEX TRADING, LLC$31.6K1
278MEEDER ASSET MANAGEMENT INC$29.7K1
279Opal Wealth Advisors, LLC$27.8K1
280Transamerica Financial Advisors, LLC$27.8K1
281NOMURA ASSET MANAGEMENT CO LTD$26.5K1
282THRIVENT FINANCIAL FOR LUTHERANS$24.7K1
283Mitsubishi UFJ Asset Management Co., Ltd.$20.7K1
284Annis Gardner Whiting Capital Advisors, LLC$19.4K1
285Larson Financial Group LLC$16.2K1
286Allworth Financial LP$14.6K1
287MATHER GROUP, LLC.$13.3K1
288MCF Advisors LLC$13.3K1
289Atlantic Union Bankshares Corp$12.2K1
290Key FInancial Inc$10.3K1
291NATIXIS ADVISORS, LLC$9.9K1
292Signature Equity Partners, LLC$7.7K1
293CVA Family Office, LLC$7.7K1
294Private Wealth Management Group, LLC$7.4K1
295MAI Capital Management$5.6K1
296Solstein Capital, LLC$5.6K1
297NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5.0K1
298CANADA LIFE ASSURANCE Co$5.0K1
299WOLFF WIESE MAGANA LLC$4.0K1
300Altshuler Shaham Ltd$3.4K1
301State of Alaska, Department of Revenue$3.0K1
302Quarry LP$2.7K1
303ASSETMARK, INC$2.4K1
304DiNuzzo Private Wealth, Inc.$1.9K1
305WPG Advisers, LLC$1.9K1
306PITTENGER & ANDERSON INC$1.3K1
307Westfuller Advisors, LLC$1.3K1
308Physician Wealth Advisors, Inc.$1.1K1
309SJS Investment Consulting Inc.$1.1K1
310Ankerstar Wealth, LLC$1.1K1
311Rialto Wealth Management, LLC$7961
312Vermillion Wealth Management, Inc.$7951
313PARK AVENUE SECURITIES LLC$7691
314TD Capital Management LLC$5311
315GILPIN WEALTH MANAGEMENT, LLC$5311
316HFM Investment Advisors, LLC$5301
317ALGERT GLOBAL LLC$5091
318Investors Portfolio Services LLC$4031
319Vestcor Inc$3881
320Penserra Capital Management LLC$2721
321Prestige Wealth Management Group LLC$2661
322TFC Financial Management, Inc.$2661
323Abound Wealth Management$2661
324True Wealth Design, LLC$2661
325KBC Group NV$2111
326Jefferies Financial Group Inc.— value not disclosed1
327VANGUARD GROUP INC— value not disclosed1
328GLENMEDE TRUST CO NA— value not disclosed1
329HARBOUR INVESTMENTS, INC.— value not disclosed1
330Clearstead Advisors, LLC— value not disclosed1
331COMERICA BANK— value not disclosed1
332ACADIAN ASSET MANAGEMENT LLC— value not disclosed1
333MACKENZIE FINANCIAL CORP— value not disclosed1
334CIBC WORLD MARKETS CORP— value not disclosed1
335ARISTEIA CAPITAL, L.L.C.— value not disclosed1
336SILVERCREST ASSET MANAGEMENT GROUP LLC— value not disclosed1
337MILLENNIUM MANAGEMENT LLC— value not disclosed1
338NATIXIS— value not disclosed1
339GUGGENHEIM CAPITAL LLC— value not disclosed1
340CIBC Private Wealth Group LLC— value not disclosed1
341Grantham, Mayo, Van Otterloo & Co. LLC— value not disclosed1
342NORGES BANK— value not disclosed1
343Boston Partners— value not disclosed1
344Guinness Asset Management LTD— value not disclosed1
345Guinness Atkinson Asset Management Inc— value not disclosed1
346CAPSTONE INVESTMENT ADVISORS, LLC— value not disclosed1
347SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC— value not disclosed1
348B. Riley Wealth Advisors, Inc.— value not disclosed1
349HRT FINANCIAL LP— value not disclosed1
350TWO SIGMA ADVISERS, LP— value not disclosed1
351Voleon Capital Management LP— value not disclosed1
352SRH ADVISORS, LLC— value not disclosed1
353FOX RUN MANAGEMENT, L.L.C.— value not disclosed1
354Twin Tree Management, LP— value not disclosed1
355Leonteq Securities AG— value not disclosed1
356Empowered Funds, LLC— value not disclosed1
357Lighthouse Investment Partners, LLC— value not disclosed1
358Harvest Fund Management Co., Ltd— value not disclosed1
359McIlrath & Eck, LLC— value not disclosed1
360DV Trading LLC— value not disclosed1
361Global Retirement Partners, LLC— value not disclosed1
362Qsemble Capital Management, LP— value not disclosed1
363Occidental Asset Management, LLC— value not disclosed1
364XTX Topco Ltd— value not disclosed1
365Kestra Advisory Services, LLC— value not disclosed1
366F/m Investments LLC— value not disclosed1
367NFSG Corp— value not disclosed1
368AlphaQuest LLC— value not disclosed1
369Redwood Wealth Management Group, LLC— value not disclosed1
370SEEDS INVESTOR LLC— value not disclosed1
371Jain Global LLC— value not disclosed1
372Havemeyer Place LP— value not disclosed1
373MASECO LLP— value not disclosed1
374VARCOV Co.— value not disclosed1
375Greenline Wealth Management LLC— value not disclosed1
Truncated by Public Filings. Every one of the 325 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)8 buy / 3 sell
Congress net ($ bound)−$37.0K to $117K
Filers net (actions)not in build
Filers net ($ 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 IBP

RETAINED WINDOW · ACTIVE HITS
Signal hits naming IBP
KindRuleHits
COMMITTEEa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied2 hits

Every rule, with its definition →

Planned modules for IBP · financials and macro

Financials — as filed PLANNED

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