Public record / Tickers / IDA

IDA — IDACORP INC†

Both disclosure regimes on one name: who in Congress filed about IDA, 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
5
all PTR rows naming IDA
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
04-07
filed 2026-04-07
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

Jefferson Shreve · $15.0K–$50.0K

SELL · traded 2025-05-12 → filed 2025-06-22. Ranked over every IDA row by the provable lower bound, never a point estimate.

1 member · 1 buys / 0 sells

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

Every row filed inside 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

4 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. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING IDA · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning IDA
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 03-03 +35d$1K–$15K
2025-06-22Jefferson Shreve R–IN-6SELLTraded 05-12 +41d$15K–$50K
2025-05-14Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 04-09 +35d$1K–$15K
2025-04-11Jefferson Shreve R–IN-6SELL partial (partial sale)Traded 03-05 +37d$15K–$50K
2020-04-16Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 03-31 +16d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 5 ↗

Members active in IDA

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing IDA 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-311$1.0K to $15.0K2

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

Congress ↔ notable managers · IDA

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 Soros Fund Management $82.5M held

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

Merged timeline of congressional filings and notable-manager moves on IDA
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+47,913 sh
2026-05-15Bridgewater Associates 13FADD+38,721 sh
2026-05-15Soros Fund Management 13FTRIM−7,766 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

Top institutional holders of IDA for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$928M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$465M1
3WELLINGTON MANAGEMENT GROUP LLP$408M1
4VANGUARD CAPITAL MANAGEMENT LLC$349M1
5MORGAN STANLEY$311M1
6STATE STREET CORP$275M1
7JENNISON ASSOCIATES LLC$214M1
8FMR LLC$206M1
9TWO SIGMA INVESTMENTS, LP$193M1
10Capital World Investors$170M1
11GEODE CAPITAL MANAGEMENT, LLC$159M1
12ALLIANCEBERNSTEIN L.P.$152M1
13Pictet Asset Management Holding SA$110M1
14DIMENSIONAL FUND ADVISORS LP$106M1
15Zimmer Partners, LP$103M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$95.8M1
17VICTORY CAPITAL MANAGEMENT INC$95.5M1
18SOROS FUND MANAGEMENT LLC$82.5M1
19Invesco Ltd.$74.5M1
20Bank of New York Mellon Corp$69.9M1
21Life Cycle Investment Partners Ltd$66.2M1
22FIRST TRUST ADVISORS LP$66.2M1
23PRINCIPAL FINANCIAL GROUP INC$65.9M1
24Capital Research Global Investors$65.8M1
25AMERIPRISE FINANCIAL INC$65.7M1
26NORTHERN TRUST CORP$62.9M1
27ANCHOR CAPITAL ADVISORS LLC$59.1M1
28UBS Group AG$57.1M1
29Energy Income Partners, LLC$56.3M1
30Squarepoint Ops LLC$54.2M1
31FRANKLIN RESOURCES INC$54.1M1
32PALISADE CAPITAL MANAGEMENT, LP$53.8M1
33BANK OF AMERICA CORP /DE/$48.7M1
34VANGUARD FIDUCIARY TRUST CO$48.0M1
35SCHRODER INVESTMENT MANAGEMENT GROUP$45.5M1
36BROOKFIELD Corp /ON/$44.5M1
37RAYMOND JAMES FINANCIAL INC$43.3M1
38MAIRS & POWER INC$43.1M1
39BNP Paribas Asset Management Holding S.A.$41.2M1
40WESTWOOD HOLDINGS GROUP INC$40.1M1
41Legal & General Group Plc$36.0M1
42SEI INVESTMENTS CO$35.9M1
43Connor, Clark & Lunn Investment Management Ltd.$34.4M1
44Nuveen, LLC$31.8M1
45WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$31.8M1
46ENVESTNET ASSET MANAGEMENT INC$31.2M1
47WELLS FARGO & COMPANY/MN$31.0M1
48ProShare Advisors LLC$27.5M1
49Arbejdsmarkedets Tillaegspension$26.3M1
50ADAGE CAPITAL PARTNERS GP, L.L.C.$25.7M1
51NEW YORK STATE COMMON RETIREMENT FUND$24.0M1
52Leeward Investments, LLC - MA$23.3M1
53CITADEL ADVISORS LLC$23.2M1
54Tributary Capital Management, LLC$22.7M1
55Retirement Systems of Alabama$21.1M1
56Tidal Investments LLC$20.5M1
57KENNEDY CAPITAL MANAGEMENT LLC$20.0M1
58TEMA ETFS LLC$16.9M1
59DEUTSCHE BANK AG\$16.7M1
60UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$16.6M1
61Yaupon Capital Management LP$16.1M1
62Aberdeen Group plc$15.4M1
63Swiss National Bank$15.3M1
64CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$15.1M1
65BW Gestao de Investimentos Ltda.$14.2M1
66NISA INVESTMENT ADVISORS, LLC$14.2M1
67COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$13.8M1
68Gotham Asset Management, LLC$13.7M1
69Ceredex Value Advisors LLC$13.7M1
70Bridgewater Associates, LP$13.7M1
71Point72 Asset Management, L.P.$12.7M1
72ROYAL BANK OF CANADA$12.7M1
73VOLORIDGE INVESTMENT MANAGEMENT, LLC$11.3M1
74Allspring Global Investments Holdings, LLC$11.1M1
75Universal- Beteiligungs- und Servicegesellschaft mbH$10.9M1
76MIZUHO MARKETS AMERICAS LLC$10.7M1
77Aristotle Capital Boston, LLC$10.4M1
78CITIGROUP INC$10.2M1
79Quantinno Capital Management LP$10.2M1
80Aptus Capital Advisors, LLC$9.1M1
81AQR CAPITAL MANAGEMENT LLC$8.7M1
82Schonfeld Strategic Advisors LLC$8.5M1
83Creative Planning$8.0M1
84FIRST NATIONAL BANK OF OMAHA$7.2M1
85Magellan Asset Management Ltd$7.2M1
86Clark Capital Management Group, Inc.$7.0M1
87LPL Financial LLC$6.9M1
88Phocas Financial Corp.$6.3M1
89US BANCORP \DE\$6.2M1
90MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.9M1
91First Eagle Investment Management, LLC$5.9M1
92VANGUARD ASSET MANAGEMENT, Ltd$5.9M1
93Emerald Investment Advisers, LLC$5.9M1
94Vanguard Investments Australia, Ltd.$5.8M1
95FIRST MANHATTAN CO. LLC.$5.6M1
96KAYNE ANDERSON CAPITAL ADVISORS LP$5.5M1
97Hilton Capital Management, LLC$5.5M1
98STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$5.4M1
99Buckley Wealth Management, LLC$5.4M1
100MACQUARIE GROUP LTD$5.4M1
101Aventail Capital Group, LP$5.2M1
102JOHN G ULLMAN & ASSOCIATES INC$5.2M1
103Brevan Howard Capital Management LP$5.0M1
104Texas Yale Capital Corp.$4.8M1
105TD ASSET MANAGEMENT INC$4.8M1
106STIFEL FINANCIAL CORP$4.7M1
107D. E. Shaw & Co., Inc.$4.7M1
108River Road Asset Management, LLC$4.6M1
109Engineers Gate Manager LP$4.6M1
110Focus Partners Wealth$4.4M1
111STATE OF WISCONSIN INVESTMENT BOARD$4.2M1
112ALPS ADVISORS INC$4.2M1
113Pathstone Holdings, LLC$4.2M1
114HighTower Advisors, LLC$4.0M1
115Cerity Partners LLC$4.0M1
116BENJAMIN EDWARDS INC$3.9M1
117MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.9M1
118MetLife Investment Management, LLC$3.8M1
119JANE STREET GROUP, LLC$3.8M1
120MILLENNIUM MANAGEMENT LLC$3.6M1
121SummitTX Capital, L.P.$3.5M1
122Janus Henderson Group Ltd.$3.5M1
123Vanguard Global Advisers, LLC$3.4M1
124Oliver Luxxe Assets LLC$3.3M1
125SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.2M1
126WORLDQUANT MILLENNIUM ADVISORS LLC$3.1M1
127KEYBANK NATIONAL ASSOCIATION/OH$3.0M1
128Quantbot Technologies LP$3.0M1
129MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.0M1
130CONGRESS ASSET MANAGEMENT CO$2.9M1
131FIFTH THIRD BANCORP$2.9M1
132GUGGENHEIM CAPITAL LLC$2.9M1
133Man Group plc$2.9M1
134Federation des caisses Desjardins du Quebec$2.8M1
135AMERICAN CENTURY COMPANIES INC$2.8M1
136Orion Porfolio Solutions, LLC$2.8M1
137State of New Jersey Common Pension Fund D$2.6M1
138BARCLAYS PLC$2.5M1
139PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$2.5M1
140&PARTNERS$2.5M1
141EP Wealth Advisors, LLC$2.5M1
142BANK OF MONTREAL /CAN/$2.4M1
143GLENMEDE TRUST CO NA$2.4M1
144Cetera Investment Advisers$2.3M1
145Summit Trail Advisors, LLC$2.3M1
146YOUSIF CAPITAL MANAGEMENT, LLC$2.3M1
147BANQUE PICTET & CIE SA$2.2M1
148Susquehanna Portfolio Strategies, LLC$2.1M1
149Arizona State Retirement System$2.1M1
150Zurcher Kantonalbank (Zurich Cantonalbank)$2.1M1
151Aquatic Capital Management LLC$2.1M1
152Bridgefront Capital, LLC$2.0M1
153MENDON CAPITAL ADVISORS CORP$2.0M1
154Clear Creek Financial Management, LLC$2.0M1
155RW Investment Management LLC$1.9M1
156STATE OF MICHIGAN RETIREMENT SYSTEM$1.9M1
157GREAT LAKES ADVISORS, LLC$1.8M1
158Centiva Capital, LP$1.8M1
159CAMBIAR INVESTORS LLC$1.8M1
160WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.7M1
161NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.7M1
162Dorsey & Whitney Trust CO LLC$1.7M1
163COMMONWEALTH EQUITY SERVICES, LLC$1.7M1
164AMG National Trust Bank$1.7M1
165TRUIST FINANCIAL CORP$1.6M1
166OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.6M1
167OPPENHEIMER ASSET MANAGEMENT INC.$1.6M1
168CAXTON ASSOCIATES LLP$1.5M1
169SeaCrest Wealth Management, LLC$1.5M1
170COMMERCE BANK$1.5M1
171Hennion & Walsh Asset Management, Inc.$1.5M1
172Atria Investments, Inc$1.5M1
173Crewe Advisors LLC$1.5M1
174Ameritas Investment Partners, Inc.$1.4M1
175AGP FRANKLIN, LLC$1.4M1
176M&T BANK CORP$1.4M1
177Resona Asset Management Co.,Ltd.$1.3M1
178Corient Private Wealth LLC$1.3M1
179Trexquant Investment LP$1.3M1
180Advisors Asset Management, Inc.$1.3M1
181First National Advisers, LLC$1.2M1
182WINTON GROUP Ltd$1.2M1
183OSAIC HOLDINGS, INC.$1.2M1
184CAPSTONE INVESTMENT ADVISORS, LLC$1.2M1
185iSAM Funds (UK) Ltd$1.2M1
186Tower Research Capital LLC (TRC)$1.2M1
187Vanguard Personalized Indexing Management, LLC$1.1M1
188HSBC HOLDINGS PLC$1.1M1
189Godshalk Welsh Capital Management, Inc.$1.0M1
190O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.0M1
191XTX Topco Ltd$1.0M1
192JOHNSON INVESTMENT COUNSEL INC$1.0M1
193Everhart Financial Group, Inc.$1.0M1
194Continuum Advisory, LLC$999K1
195OCCUDO QUANTITATIVE STRATEGIES LP$955K1
196Sagewood Asset Management LP$951K1
197NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$941K1
198Sanctuary Advisors, LLC$927K1
199XPONANCE LLC$917K1
200Inspire Investing, LLC$842K1
201LEVEL FOUR ADVISORY SERVICES, LLC$840K1
202QUADRANT CAPITAL GROUP LLC$830K1
203Rockefeller Capital Management L.P.$823K1
204EXCHANGE TRADED CONCEPTS, LLC$821K1
205D.A. DAVIDSON & CO.$809K1
206VOYA INVESTMENT MANAGEMENT LLC$809K1
207MML INVESTORS SERVICES, LLC$789K1
208CROBAN$782K1
209MERCER GLOBAL ADVISORS INC /ADV$763K1
210Perigon Wealth Management, LLC$758K1
211Mariner, LLC$743K1
212BETO FINANCIAL GROUP, LLC$743K1
213FULTON BANK, N.A.$738K1
214AIGEN INVESTMENT MANAGEMENT, LP$727K1
215JOURNEY STRATEGIC WEALTH LLC$725K1
216Brooklyn Investment Group$716K1
217VIRTUS ADVISERS, LLC$716K1
218BAHL & GAYNOR INC$715K1
219Tumwater Wealth Management, LLC$712K1
220Murphy, Middleton, Hinkle & Parker, Inc.$707K1
221JAMES INVESTMENT RESEARCH, INC.$705K1
222FOUNDATIONS INVESTMENT ADVISORS, LLC$701K1
223ONTARIO TEACHERS PENSION PLAN BOARD$698K1
224Kingdom Financial Group LLC.$686K1
225BLAIR WILLIAM & CO/IL$642K1
226Sequoia Financial Advisors, LLC$607K1
227REGIONS FINANCIAL CORP$595K1
228Crossmark Global Holdings, Inc.$594K1
229PFG Advisors$579K1
230EntryPoint Capital, LLC$575K1
231FIDUCIARY TRUST CO$573K1
232PRINCIPAL SECURITIES, INC.$571K1
233Geneos Wealth Management Inc.$566K1
234SECURIAN ASSET MANAGEMENT, INC$561K1
235Vident Advisory, LLC$553K1
236IFM Investors Pty Ltd$551K1
237TWO SIGMA SECURITIES, LLC$528K1
238Aster Capital Management (DIFC) Ltd$519K1
239COLDSTREAM CAPITAL MANAGEMENT INC$518K1
240Jacobi Capital Management LLC$507K1
241Inspire Advisors, LLC$492K1
242SIGNATUREFD, LLC$485K1
243FEDERATED HERMES, INC.$485K1
244Kestra Advisory Services, LLC$474K1
245CWM, LLC$473K1
246Swiss Life Asset Management Ltd$472K1
247UNITED CAPITAL FINANCIAL ADVISORS, LLC$461K1
248PRUDENTIAL FINANCIAL INC$457K1
249Vise Technologies, Inc.$450K1
250EVERGREEN CAPITAL MANAGEMENT LLC$448K1
251Kentucky Trust Co$447K1
252EVOLVE PRIVATE WEALTH, LLC$443K1
253HOWE & RUSLING INC$420K1
254MOODY ALDRICH PARTNERS LLC$412K1
255Wealthspire Advisors, LLC$410K1
256UMB Bank, n.a.$407K1
257Utah Retirement Systems$406K1
258Ensign Peak Advisors, Inc$404K1
259CIBC Bancorp USA Inc.$401K1
260Odyssean, LLC$389K1
261Phillips Wealth Planners LLC$381K1
262HB Wealth Management, LLC$376K1
263Ballentine Partners, LLC$373K1
264FIRST CITIZENS BANK & TRUST CO$370K1
265Greenland Capital Management LP$359K1
266BECKER CAPITAL MANAGEMENT INC$358K1
267OneDigital Investment Advisors LLC$357K1
268Atala Financial Inc$357K1
269nVerses Capital, LLC$356K1
270Maryland State Retirement & Pension System$355K1
271Briggs Wealth Management, Inc$353K1
272MITCHELL MCLEOD PUGH & WILLIAMS INC$349K1
273McKinley Carter Wealth Services, Inc.$343K1
274Robertson Stephens Wealth Management, LLC$334K1
275Greenfield Seitz Capital Management, LLC$326K1
276Allworth Financial LP$325K1
277Cresset Asset Management, LLC$324K1
278Farmers & Merchants Trust Co of Long Beach$320K1
279Meeder Advisory Services, Inc.$319K1
280Next Level Wealth Planning, LLC$318K1
281Machina Capital S.A.S.$317K1
282Vanguard Capital Wealth Advisors$311K1
283Callan Family Office, LLC$305K1
284Counterpoint Mutual Funds LLC$304K1
285Kestra Investment Management, LLC$295K1
286SUMMIT WEALTH GROUP LLC / CO$294K1
287NewEdge Advisors, LLC$291K1
288CENTRAL TRUST Co$290K1
289Legacy Capital Wealth Partners, LLC$290K1
290NewEdge Wealth, LLC$286K1
291Merit Financial Group, LLC$280K1
292JGP Wealth Management, LLC$274K1
293Apollon Wealth Management, LLC$269K1
294Vestmark Advisory Solutions, Inc.$264K1
295FLAGSHIP HARBOR ADVISORS, LLC$263K1
296Sterling Capital Management LLC$259K1
297FOX RUN MANAGEMENT, L.L.C.$255K1
298SHELTON CAPITAL MANAGEMENT$250K1
299ARRIEN INVESTMENTS, INC.$244K1
300KESTRA PRIVATE WEALTH SERVICES, LLC$242K1
301Advisory Alpha, LLC$240K1
302AssuredPartners Investment Advisors, LLC$239K1
303FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$234K1
304Colter Lewis Investment Partners LLC$232K1
305AMERICAN NATIONAL BANK & TRUST$232K1
306TOCQUEVILLE ASSET MANAGEMENT L.P.$229K1
307Sowell Financial Services LLC$227K1
308Waterfront Wealth Inc.$227K1
309North Dakota State Investment Board$225K1
310Compound Planning, Inc.$220K1
311DELTA ASSET MANAGEMENT LLC/TN$220K1
312Savant Capital, LLC$220K1
313CIBC Asset Management Inc$220K1
314IHT Wealth Management, LLC$217K1
315Envestnet Portfolio Solutions, Inc.$216K1
316QRG CAPITAL MANAGEMENT, INC.$215K1
317Capstone Financial Advisors, Inc.$214K1
318CHOREO, LLC$213K1
319MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$210K1
320Chicago Partners Investment Group LLC$207K1
321Blue Trust, Inc.$205K1
322Wealthfront Advisers LLC$204K1
323Composition Wealth, LLC$203K1
324IFS Group,LLC$200K1
325Quarry LP$178K1
326ASSETMARK, INC$169K1
327Arax Advisory Partners$159K1
328Asset Dedication, LLC$152K1
329Pinnacle Wealth Planning Services, Inc.$149K1
330EASTERN BANK$123K1
331Steward Partners Investment Advisory, LLC$112K1
332MATHER GROUP, LLC.$111K1
333SIMPLEX TRADING, LLC$100K1
334LORD, ABBETT & CO. LLC$91.3K1
335SouthState Bank Corp$73.6K1
336Wilmington Savings Fund Society, FSB$71.5K1
337Avalon Trust Co$71.5K1
338Basecamp Wealth Advisors LLC$67.2K1
339Parkside Financial Bank & Trust$63.5K1
340NOMURA ASSET MANAGEMENT CO LTD$58.6K1
341MOTCO$57.2K1
342Smartleaf Asset Management LLC$54.4K1
343Independence Bank of Kentucky$51.0K1
344OSTERWEIS CAPITAL MANAGEMENT INC$50.3K1
345SHP Wealth Management$43.7K1
346Eurizon Capital SGR S.p.A.$43.7K1
347Opal Wealth Advisors, LLC$40.0K1
348Physician Wealth Advisors, Inc.$38.2K1
349Measured Wealth Private Client Group, LLC$37.2K1
350SUMMIT SECURITIES GROUP LLC$36.9K1
351Legacy Wealth Managment, LLC/ID$34.7K1
352DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC$34.7K1
353Larson Financial Group LLC$33.9K1
354CHILTON CAPITAL MANAGEMENT LLC$33.2K1
355BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.9K1
356Owl Creek Wealth Partners LLC$28.7K1
357HRT FINANCIAL LP$27.8K1
358Uniplan Investment Counsel, Inc.$27.4K1
359S&T BANK/PA$27.3K1
360PRIVATE TRUST CO NA$26.9K1
361MAI Capital Management$24.9K1
362Manchester Capital Management LLC$20.3K1
363Elevated Capital Advisors, LLC$19.9K1
364Private Wealth Management Group, LLC$19.2K1
365Godfrey Financial Associates, Inc.$15.0K1
366TOMPKINS FINANCIAL CORP$14.3K1
367Annis Gardner Whiting Capital Advisors, LLC$14.3K1
368Ankerstar Wealth, LLC$14.3K1
369Financial Perspectives, Inc$14.2K1
370SBI Securities Co., Ltd.$11.6K1
371Triumph Capital Management$11.4K1
372NATIXIS ADVISORS, LLC$11.1K1
373JONES FINANCIAL COMPANIES LLLP$10.7K1
374BARRETT & COMPANY, INC.$10.6K1
375NEW YORK STATE TEACHERS RETIREMENT SYSTEM$10.1K1
376Keating Financial Advisory Services, Inc.$10.0K1
377Mitsubishi UFJ Asset Management Co., Ltd.$9.2K1
378Clearstead Trust, LLC$9.0K1
379Sapience Investments, LLC$8.3K1
380CVA Family Office, LLC$7.9K1
381State of Alaska, Department of Revenue$7.0K1
382FARMERS & MERCHANTS INVESTMENTS INC$6.7K1
383LGT Financial Advisors LLC$6.6K1
384WPG Advisers, LLC$6.4K1
385NFSG Corp$5.7K1
386TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$4.8K1
387CANADA LIFE ASSURANCE Co$4.6K1
388INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$3.9K1
389JFS WEALTH ADVISORS, LLC$3.9K1
390ELEVATION WEALTH PARTNERS, LLC$3.9K1
391Millstone Evans Group, LLC$3.9K1
392Prestige Wealth Management Group LLC$3.6K1
393AMALGAMATED BANK$3.5K1
394Treasurer of the State of North Carolina$3.3K1
395VAN ECK ASSOCIATES CORP$3.1K1
396DekaBank Deutsche Girozentrale$2.7K1
397Sunrise Financial Services, LLC$2.7K1
398ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$2.6K1
399Bell Investment Advisors, Inc$2.4K1
400Rialto Wealth Management, LLC$2.4K1
401WEBSTER BANK, N. A.$2.4K1
402Sachetta, LLC$2.3K1
403Signature Equity Partners, LLC$2.3K1
404HM PAYSON & CO$2.0K1
405Grove Bank & Trust$2.0K1
406THRIVENT FINANCIAL FOR LUTHERANS$1.7K1
407GSA CAPITAL PARTNERS LLP$1.5K1
408Clearstead Advisors, LLC$1.4K1
409ALBION FINANCIAL GROUP /UT$1.4K1
410Spire Wealth Management$1.3K1
411Wall Street Financial Group, Inc.$1.3K1
412Cromwell Holdings LLC$1.1K1
413SJS Investment Consulting Inc.$1.0K1
414PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$6571
415Wood Tarver Financial Group, LLC$6021
416Vermillion Wealth Management, Inc.$5721
417True Wealth Design, LLC$5721
418DiNuzzo Private Wealth, Inc.$5721
419Bayforest Capital Ltd$5721
420Westfuller Advisors, LLC$5501
421PARK AVENUE SECURITIES LLC$5071
422HFM Investment Advisors, LLC$4291
423INGALLS & SNYDER LLC$2861
424Kilter Group LLC$2861
425TopTier Wealth Management, LLC$2861
426Transamerica Financial Advisors, LLC$2851
427WEDBUSH SECURITIES INC$2321
428KBC Group NV$2211
429BARTLETT & CO. WEALTH MANAGEMENT LLC$1471
430ACADIAN ASSET MANAGEMENT LLC$1461
431Activest Wealth Management$1431
432Caitong International Asset Management Co., Ltd$1431
433Valued Wealth Advisors LLC$1431
434American Capital Advisory, LLC$1431
435Smithfield Trust Co$491
436Capital Advisors, Ltd. LLC$71
437CX Institutional$21
438Avion Wealth$11
439Jefferies Financial Group Inc.— value not disclosed1
440VANGUARD GROUP INC— value not disclosed1
441TEACHER RETIREMENT SYSTEM OF TEXAS— value not disclosed1
442HARBOUR INVESTMENTS, INC.— value not disclosed1
443COMERICA BANK— value not disclosed1
444DEPRINCE RACE & ZOLLO INC— value not disclosed1
445RENAISSANCE TECHNOLOGIES LLC— value not disclosed1
446CIBC Private Wealth Group LLC— value not disclosed1
447Boston Partners— value not disclosed1
448Hudson Bay Capital Management LP— value not disclosed1
449Verition Fund Management LLC— value not disclosed1
450Artisan Partners Limited Partnership— value not disclosed1
451TWO SIGMA ADVISERS, LP— value not disclosed1
452MIRABELLA FINANCIAL SERVICES LLP— value not disclosed1
453PICTON MAHONEY ASSET MANAGEMENT— value not disclosed1
454Assenagon Asset Management S.A.— value not disclosed1
455Capital International Investors— value not disclosed1
456JNBA Financial Advisors— value not disclosed1
457AlphaCore Capital LLC— value not disclosed1
458Verdence Capital Advisors LLC— value not disclosed1
459Atom Investors LP— value not disclosed1
460Global Retirement Partners, LLC— value not disclosed1
461Truvestments Capital LLC— value not disclosed1
462Farringdon Capital, Ltd.— value not disclosed1
463Beck Bode, LLC— value not disclosed1
464CBIZ Investment Advisory Services, LLC— value not disclosed1
465F/m Investments LLC— value not disclosed1
466Optiver Holding B.V.— value not disclosed1
467TUCKER ASSET MANAGEMENT LLC— value not disclosed1
468AlphaQuest LLC— value not disclosed1
469Burkehill Global Management, LP— value not disclosed1
470SEVEN GRAND MANAGERS, LLC— value not disclosed1
471SageView Advisory Group, LLC— value not disclosed1
472Dunhill Financial, LLC— value not disclosed1
473Nemes Rush Group LLC— value not disclosed1
474NEOS Investment Management LLC— value not disclosed1
475Turning Point Benefit Group, Inc.— value not disclosed1
476Vennlight Capital Management, LP— value not disclosed1
477Heritage Family Offices, LLP— value not disclosed1
478Jain Global LLC— value not disclosed1
479MASECO LLP— value not disclosed1
Truncated by Public Filings. Every one of the 438 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 0 sell
Congress net ($ bound)$1.0K to $15.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on IDA

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for IDA · financials and macro

Financials — as filed PLANNED

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