Public record / Tickers / IOT

IOT — Samsara Inc.†

Both disclosure regimes on one name: who in Congress filed about IOT, 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
1
all PTR rows naming IOT
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-13
filed 2023-08-13
13F holders
485
top-485 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

Daniel S. Goldman · $1.0K–$15.0K

SELL · traded 2023-07-12 → filed 2023-08-13. Ranked over every IOT row by the provable lower bound, never a point estimate.

No member disclosed IOT 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.

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

No dated IOT rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING IOT · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning IOT
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-08-13Daniel S. Goldman D–NY-10SELLTraded 07-12 +32d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 1 ↗

Members active in IOT

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

No member disclosed IOT in the trailing 12 months.

Congress ↔ notable managers · IOT

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
1 Gotham Asset Management $9.0M held
Trimming
1 Moore Capital Management $0 held

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

Merged timeline of congressional filings and notable-manager moves on IOT
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+90,480 sh
2026-05-15Moore Capital Management 13FEXIT−6,561 sh

2 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 IOT for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BAILLIE GIFFORD & CO$1.8B1
2FMR LLC$753M1
3BlackRock, Inc.$708M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$536M1
5SANDS CAPITAL MANAGEMENT, LLC$496M1
6VANGUARD CAPITAL MANAGEMENT LLC$470M1
7BROWN ADVISORY INC$320M1
8WELLINGTON MANAGEMENT GROUP LLP$270M1
9MORGAN STANLEY$267M1
10STATE STREET CORP$230M1
11a16z Perennial Management, L.P.$190M1
12BAMCO INC /NY/$162M1
13WESTFIELD CAPITAL MANAGEMENT CO LP$161M1
141832 Asset Management L.P.$137M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$112M1
16JANE STREET GROUP, LLC$106M1
17Spyglass Capital Management LLC$93.4M1
18NORDEA INVESTMENT MANAGEMENT AB$89.2M1
19UBS Group AG$88.6M1
20BANK OF AMERICA CORP /DE/$85.9M1
21CITADEL ADVISORS LLC$79.7M1
22VANGUARD FIDUCIARY TRUST CO$70.9M1
23NORTHERN TRUST CORP$68.4M1
24Freestone Grove Partners LP$68.4M1
25Legal & General Group Plc$67.7M1
26AMERICAN CENTURY COMPANIES INC$64.9M1
27General Catalyst Group Management, LLC$63.4M1
28ALLIANCEBERNSTEIN L.P.$62.5M1
29VOYA INVESTMENT MANAGEMENT LLC$60.9M1
30UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$54.7M1
31RAYMOND JAMES FINANCIAL INC$50.9M1
32Squarepoint Ops LLC$50.4M1
33FIRST TRUST ADVISORS LP$47.4M1
34DEUTSCHE BANK AG\$45.6M1
35SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$40.8M1
36MILLENNIUM MANAGEMENT LLC$40.0M1
37ROYAL BANK OF CANADA$39.8M1
38Cosmic Management, LLC$39.8M1
39ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$39.7M1
40Amundi$36.1M1
41SEI INVESTMENTS CO$35.6M1
42Janus Henderson Group Ltd.$34.3M1
43Swiss National Bank$32.2M1
44Invesco Ltd.$29.5M1
45USS Investment Management Ltd$28.2M1
46ENVESTNET ASSET MANAGEMENT INC$28.1M1
47Nuveen, LLC$28.1M1
48EXCHANGE TRADED CONCEPTS, LLC$25.6M1
49GC Wealth Management RIA, LLC$25.3M1
50JENNISON ASSOCIATES LLC$23.7M1
51Point72 Asset Management, L.P.$22.9M1
52DIMENSIONAL FUND ADVISORS LP$20.7M1
53Connor, Clark & Lunn Investment Management Ltd.$18.8M1
54Quantinno Capital Management LP$18.2M1
55ADAGE CAPITAL PARTNERS GP, L.L.C.$18.2M1
56Sands Capital Alternatives, LLC$17.8M1
57Bienville Capital Management, LLC$17.6M1
58SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$17.0M1
59BALYASNY ASSET MANAGEMENT L.P.$16.5M1
60TD ASSET MANAGEMENT INC$16.5M1
61IEQ CAPITAL, LLC$14.8M1
62CANADA PENSION PLAN INVESTMENT BOARD$14.4M1
63AQR CAPITAL MANAGEMENT LLC$14.3M1
64Mitsubishi UFJ Asset Management Co., Ltd.$14.0M1
65CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$12.5M1
66LIGHT STREET CAPITAL MANAGEMENT, LLC$12.2M1
67Vident Advisory, LLC$12.1M1
68MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$11.5M1
69FEDERATED HERMES, INC.$10.8M1
70Woodline Partners LP$10.6M1
71CITIGROUP INC$10.1M1
72WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$9.2M1
73Gotham Asset Management, LLC$9.0M1
74STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$8.5M1
75LMR Partners LLP$8.3M1
76Pathstone Holdings, LLC$8.1M1
77LPL Financial LLC$8.1M1
78OneDigital Investment Advisors LLC$7.7M1
79WELLS FARGO & COMPANY/MN$7.3M1
80Aquatic Capital Management LLC$7.2M1
81Aptus Capital Advisors, LLC$7.1M1
82AVIVA PLC$6.9M1
83STATE OF WISCONSIN INVESTMENT BOARD$6.5M1
84Daventry Group, LP$6.5M1
85Ensign Peak Advisors, Inc$6.2M1
86Proem Advisors LLC$5.8M1
87D. E. Shaw & Co., Inc.$5.5M1
88VANGUARD ASSET MANAGEMENT, Ltd$5.4M1
89PFA Pension, Forsikringsaktieselskab$5.4M1
90Octahedron Capital Management L.P.$5.3M1
91Vanguard Investments Australia, Ltd.$5.1M1
92NEW YORK STATE COMMON RETIREMENT FUND$5.1M1
93Wealth Dimensions Group, Ltd.$5.0M1
94BLAIR WILLIAM & CO/IL$4.7M1
95Asset Management One Co., Ltd.$4.7M1
96Vanguard Global Advisers, LLC$4.6M1
97Slow Capital, Inc.$4.6M1
98XTX Topco Ltd$4.4M1
99Abu Dhabi Investment Council Co P.J.S.C$4.4M1
100DANSKE BANK A/S$4.3M1
101HSBC HOLDINGS PLC$4.3M1
102TWINBEECH CAPITAL LP$4.3M1
103FIL Ltd$4.2M1
104Pictet Asset Management Holding SA$4.2M1
105TFJ Management, LLC$4.1M1
106STOREBRAND ASSET MANAGEMENT AS$4.0M1
107MERCER GLOBAL ADVISORS INC /ADV$3.9M1
108KLP KAPITALFORVALTNING AS$3.9M1
109FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$3.8M1
110State of New Jersey Common Pension Fund D$3.7M1
111Tredje AP-fonden$3.7M1
112NOMURA ASSET MANAGEMENT CO LTD$3.6M1
113Creative Planning$3.5M1
114LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$3.5M1
115Walleye Capital LLC$3.5M1
116RFG Advisory, LLC$3.5M1
117CATALYST PRIVATE WEALTH, LLC$3.3M1
118Lansforsakringar Fondforvaltning AB (publ)$3.2M1
119Resona Asset Management Co.,Ltd.$3.2M1
120Focus Partners Wealth$3.1M1
121Rockefeller Capital Management L.P.$3.1M1
122Inspire Investing, LLC$3.0M1
123Arizona State Retirement System$3.0M1
124National Pension Service$2.9M1
125Cetera Investment Advisers$2.9M1
126ALPS ADVISORS INC$2.8M1
127SEB Asset Management AB$2.8M1
128Zurcher Kantonalbank (Zurich Cantonalbank)$2.7M1
129Paragon Capital Management Ltd$2.6M1
130MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.6M1
131XPONANCE LLC$2.5M1
132Krane Funds Advisors LLC$2.4M1
133Capula Management Ltd$2.4M1
134BNP Paribas Asset Management Holding S.A.$2.3M1
135DnB Asset Management AS$2.3M1
136IFM Investors Pty Ltd$2.2M1
137Eurizon Capital SGR S.p.A.$2.1M1
138Twin Tree Management, LP$2.1M1
139GILDER GAGNON HOWE & CO LLC$2.0M1
140one8zero8, LLC$2.0M1
141Baker Avenue Asset Management, LP$1.9M1
142Royal Fund Management, LLC$1.9M1
143US BANCORP \DE\$1.8M1
144Oak Thistle LLC$1.8M1
145Man Group plc$1.8M1
146Kultura Capital Management LP$1.7M1
147PDT Partners, LLC$1.7M1
148FIFTH THIRD BANCORP$1.7M1
149OpenArc Corporate Advisory, LLC$1.7M1
150ASSETMARK, INC$1.7M1
151Qsemble Capital Management, LP$1.7M1
152NZS Capital, LLC$1.6M1
153Universal- Beteiligungs- und Servicegesellschaft mbH$1.6M1
154Carnegie Investment Counsel$1.6M1
155OPPENHEIMER ASSET MANAGEMENT INC.$1.6M1
156GLOBALT Investments LLC / GA$1.5M1
157Vanguard Personalized Indexing Management, LLC$1.5M1
158BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.5M1
159Corient Private Wealth LLC$1.5M1
160Cerity Partners LLC$1.5M1
161TRUIST FINANCIAL CORP$1.5M1
162TORONTO DOMINION BANK$1.4M1
163NISSAY ASSET MANAGEMENT CORP /JAPAN$1.4M1
164TrueMark Investments, LLC$1.4M1
165REGIONS FINANCIAL CORP$1.4M1
166Malaga Cove Capital, LLC$1.4M1
167Evolutionary Tree Capital Management, LLC$1.3M1
168MISSION WEALTH MANAGEMENT, LP$1.3M1
169CenterBook Partners LP$1.3M1
170AustralianSuper Pty Ltd$1.3M1
171Lido Advisors, LLC$1.3M1
172Odyssean, LLC$1.2M1
173Investment Management Corp of Ontario$1.2M1
174OP Asset Management Ltd$1.2M1
175Advisors Asset Management, Inc.$1.2M1
176ALLEN OPERATIONS LLC$1.1M1
177Swiss Life Asset Management Ltd$1.1M1
178THORNBURG INVESTMENT MANAGEMENT INC$1.1M1
179MML INVESTORS SERVICES, LLC$1.1M1
180Vontobel Holding Ltd.$1.1M1
181Signature Wealth Management Group$1.1M1
182CIM, LLC$1.1M1
183Walleye Trading LLC$996K1
184BRANDYWINE MANAGERS, LLC$981K1
185KIECKHEFER GROUP LLC$979K1
186Daiwa Securities Group Inc.$963K1
187GROUP ONE TRADING LLC$960K1
188SHELTON CAPITAL MANAGEMENT$953K1
189Sumitomo Mitsui DS Asset Management Company, Ltd$901K1
190BANK OF MONTREAL /CAN/$894K1
191ASR Vermogensbeheer N.V.$889K1
192OSAIC HOLDINGS, INC.$832K1
193Choate Investment Advisors$822K1
194Summit Trail Advisors, LLC$818K1
195Swedbank AB$806K1
196MACKENZIE FINANCIAL CORP$801K1
197BANK OF NOVA SCOTIA$780K1
198Bridgefront Capital, LLC$762K1
199Polymer Capital Management (US) LLC$756K1
200Beacon Pointe Advisors, LLC$741K1
201HighTower Advisors, LLC$739K1
202Vestmark Advisory Solutions, Inc.$738K1
203Jasper Ridge Partners, L.P.$735K1
204STIFEL FINANCIAL CORP$734K1
205Sequoia Financial Advisors, LLC$724K1
206Meiji Yasuda Life Insurance Co$716K1
207Voleon Capital Management LP$666K1
208Cresset Asset Management, LLC$658K1
209Prosperity Financial Group, Inc.$658K1
210Gerber Kawasaki Wealth & Investment Management$640K1
211Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$604K1
212Mariner, LLC$579K1
213FRANKLIN RESOURCES INC$578K1
214CREDIT AGRICOLE S A$573K1
215Atria Investments, Inc$569K1
216Harbour Capital Advisors, LLC$558K1
217Graham Capital Management, L.P.$549K1
218CIBC Asset Management Inc$547K1
219Banque Cantonale Vaudoise$543K1
220NewEdge Wealth, LLC$543K1
221Utah Retirement Systems$540K1
222Maryland State Retirement & Pension System$534K1
223Perigon Wealth Management, LLC$533K1
224AZZAD ASSET MANAGEMENT INC /ADV$530K1
225Rakuten Investment Management, Inc.$530K1
226CIBC Bancorp USA Inc.$519K1
227Knollwood Investment Advisory, LLC$517K1
228Federation des caisses Desjardins du Quebec$513K1
229Tidal Investments LLC$511K1
230Assenagon Asset Management S.A.$506K1
231M&T BANK CORP$500K1
232EntryPoint Capital, LLC$500K1
233PRUDENTIAL PLC$492K1
234COMMONWEALTH EQUITY SERVICES, LLC$489K1
235NewEdge Advisors, LLC$478K1
236LAZARD ASSET MANAGEMENT LLC$459K1
237Avior Wealth Management, LLC$458K1
238Retirement Planning Co of New England, Inc.$457K1
239PRINCIPAL FINANCIAL GROUP INC$450K1
240Clearstead Advisors, LLC$448K1
241Pitcairn Wealth Advisors LLC$442K1
242Impact Investors, Inc$429K1
243ABN AMRO INVESTMENT SOLUTIONS$429K1
244HERSHEY TRUST CO$426K1
245Allspring Global Investments Holdings, LLC$425K1
246Korea Investment CORP$419K1
247SCHRODER INVESTMENT MANAGEMENT GROUP$418K1
248CIBC WORLD MARKET INC.$413K1
249UNITED CAPITAL FINANCIAL ADVISORS, LLC$412K1
250MONETA GROUP INVESTMENT ADVISORS LLC$410K1
251Saudi Central Bank$405K1
252SPIREPOINT PRIVATE CLIENT, LLC$394K1
253BEACON INVESTMENT ADVISORS LLC$379K1
254Blue Trust, Inc.$375K1
255Elo Mutual Pension Insurance Co$371K1
256RITHOLTZ WEALTH MANAGEMENT$371K1
257PROFUND ADVISORS LLC$364K1
258ROYAL LONDON ASSET MANAGEMENT LTD$362K1
259OMERS ADMINISTRATION Corp$356K1
260Ameritas Advisory Services, LLC$344K1
261Lighthouse Investment Partners, LLC$343K1
262SUSQUEHANNA INTERNATIONAL GROUP, LLP$333K1
263CITIZENS FINANCIAL GROUP INC/RI$331K1
264Impact Partnership Wealth, LLC$326K1
265Tower Research Capital LLC (TRC)$321K1
266Intellectus Partners, LLC$320K1
267Legal Advantage Investments, Inc.$317K1
268Rafferty Asset Management, LLC$314K1
269MACQUARIE GROUP LTD$313K1
270PANAGORA ASSET MANAGEMENT INC$310K1
271BOOTHBAY FUND MANAGEMENT, LLC$308K1
272SmartHarvest Portfolios, LLC$304K1
273Callan Family Office, LLC$302K1
274WINTON GROUP Ltd$298K1
275CADEN CAPITAL PARTNERS, LP$296K1
276ELEVATION POINT WEALTH PARTNERS, LLC$294K1
277North Dakota State Investment Board$289K1
278CWM, LLC$288K1
279Wilmington Savings Fund Society, FSB$271K1
280Bank Julius Baer & Co. Ltd, Zurich$268K1
281Meiji Yasuda Asset Management Co Ltd.$264K1
282Moran Wealth Management, LLC$263K1
283Aberdeen Group plc$263K1
284EVERGREEN CAPITAL MANAGEMENT LLC$261K1
285111 Capital$261K1
286EVENTIDE ASSET MANAGEMENT, LLC$258K1
287Mirae Asset Global Investments Co., Ltd.$256K1
288Sigma Planning Corp$253K1
289Orion Porfolio Solutions, LLC$251K1
290Lombard Odier Asset Management (Switzerland) SA$244K1
291INDEPENDENT FINANCIAL GROUP, LLC$243K1
292GUGGENHEIM CAPITAL LLC$238K1
293PRUDENTIAL FINANCIAL INC$236K1
294Meeder Advisory Services, Inc.$235K1
295Seelaus Asset Management LLC$234K1
296Phoenix Financial Ltd.$233K1
297Annis Gardner Whiting Capital Advisors, LLC$232K1
298Magnetar Financial LLC$232K1
299UniSuper Management Pty Ltd$231K1
300Cornerstone Wealth Management, LLC$230K1
301ALPINE WOODS CAPITAL INVESTORS, LLC$228K1
302B. Metzler seel. Sohn & Co. AG$224K1
303Brevan Howard Capital Management LP$213K1
304Voya Financial Advisors, Inc.$211K1
305Empowered Funds, LLC$210K1
306Inspire Advisors, LLC$209K1
307SIGNATUREFD, LLC$196K1
308Caitong International Asset Management Co., Ltd$192K1
309ARCADIA INVESTMENT MANAGEMENT CORP/MI$190K1
310Cache Advisors, LLC$165K1
311Siemens Fonds Invest GmbH$154K1
312UMB Bank, n.a.$137K1
313NATIONAL BANK OF CANADA /FI/$137K1
314Bayforest Capital Ltd$105K1
315TD Waterhouse Canada Inc.$103K1
316Pinnacle Wealth Planning Services, Inc.$97.4K1
317INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$94.3K1
318Triumph Capital Management$91.9K1
319Allworth Financial LP$86.2K1
320Steward Partners Investment Advisory, LLC$85.2K1
321NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$68.6K1
322Quarry LP$64.9K1
323Intentional Wealth Strategies, LLC$58.2K1
324ELEVATION WEALTH PARTNERS, LLC$58.0K1
325MONTAG A & ASSOCIATES INC$53.7K1
326Rakuten Securities, Inc.$42.6K1
327QUADRANT CAPITAL GROUP LLC$36.5K1
328Larson Financial Group LLC$36.0K1
329AlphaCentric Advisors LLC$34.6K1
330OSSIAM$32.5K1
331STANCE CAPITAL LLC$31.5K1
332Arax Advisory Partners$31.2K1
333Opal Wealth Advisors, LLC$29.9K1
334CVA Family Office, LLC$28.6K1
335Reyes Financial Architecture, Inc.$23.8K1
336Parkside Financial Bank & Trust$22.8K1
337Kemnay Advisory Services Inc.$22.8K1
338Cassaday & Co Wealth Management LLC$21.9K1
339Optiver Holding B.V.$21.3K1
340Avalon Trust Co$20.0K1
341Keystone Financial Group, Inc.$19.0K1
342Owl Creek Wealth Partners LLC$17.9K1
343Destiny Wealth Partners, LLC$17.1K1
344Financially Speaking Inc$15.8K1
345Spire Wealth Management$13.4K1
346Marquette Asset Management, LLC$8.2K1
347Aster Capital Management (DIFC) Ltd$6.7K1
348Catalyst Capital Advisors LLC$6.3K1
349iA Global Asset Management Inc.$6.3K1
350NATIXIS ADVISORS, LLC$6.2K1
351SJS Investment Consulting Inc.$4.7K1
352Bell Investment Advisors, Inc$4.6K1
353Clearstead Trust, LLC$4.4K1
354Treasurer of the State of North Carolina$4.3K1
355Manchester Capital Management LLC$4.3K1
356Clayton Financial Group LLC$4.3K1
357MAI Capital Management$3.5K1
358ACADIAN ASSET MANAGEMENT LLC$3.3K1
359CENTRAL TRUST Co$3.3K1
360Signature Equity Partners, LLC$3.3K1
361DHJJ Financial Advisors, Ltd.$3.2K1
362Prestige Wealth Management Group LLC$3.0K1
363True Wealth Design, LLC$2.9K1
364Valued Wealth Advisors LLC$2.9K1
365Legacy Wealth Managment, LLC/ID$2.6K1
366Employees Retirement System of Texas$2.4K1
367Physician Wealth Advisors, Inc.$2.4K1
368Addison Advisors LLC$2.4K1
369JPL Wealth Management, LLC$2.2K1
370SouthState Bank Corp$2.1K1
371Smartleaf Asset Management LLC$2.1K1
372Purpose Unlimited Inc.$2.1K1
373Transamerica Financial Advisors, LLC$2.1K1
374MV CAPITAL MANAGEMENT, INC.$1.9K1
375Cromwell Holdings LLC$1.7K1
376SHP Wealth Management$1.4K1
377Tradewinds Capital Management, LLC$1.3K1
378American Capital Advisory, LLC$1.2K1
379KBC Group NV$1.0K1
380JFS WEALTH ADVISORS, LLC$1.0K1
381Rachor Investment Advisory Services, LLC$7611
382Sunrise Financial Services, LLC$7611
383Quaker Wealth Management, LLC$6661
384Private Wealth Management Group, LLC$6031
385Rialto Wealth Management, LLC$6031
386PARK AVENUE SECURITIES LLC$5511
387DekaBank Deutsche Girozentrale$3051
388TopTier Wealth Management, LLC$2541
389Vestcor Inc$2221
390DiNuzzo Private Wealth, Inc.$2221
391Vermillion Wealth Management, Inc.$1901
3923 FACTOR INDEXING, LLC$1591
393Penserra Capital Management LLC$581
394Seneschal Advisors, LLC$321
395Capital Advisors, Ltd. LLC$61
396Avion Wealth$31
397Strategic Wealth Advisors LLC$21
398PRINCIPAL SECURITIES, INC.— value not disclosed1
399Jefferies Financial Group Inc.— value not disclosed1
400VANGUARD GROUP INC— value not disclosed1
401MASSACHUSETTS INSTITUTE OF TECHNOLOGY— value not disclosed1
402MJP ASSOCIATES INC /ADV— value not disclosed1
403TEACHER RETIREMENT SYSTEM OF TEXAS— value not disclosed1
404HARBOUR INVESTMENTS, INC.— value not disclosed1
405Banco Santander, S.A.— value not disclosed1
406COMERICA BANK— value not disclosed1
407HM PAYSON & CO— value not disclosed1
408Temasek Holdings (Private) Ltd— value not disclosed1
409Nippon Life Global Investors Americas, Inc.— value not disclosed1
410CIBC WORLD MARKETS CORP— value not disclosed1
411CI INVESTMENTS INC.— value not disclosed1
412TWO SIGMA INVESTMENTS, LP— value not disclosed1
413CIBC Private Wealth Group LLC— value not disclosed1
414SCS Capital Management LLC— value not disclosed1
415Insight Holdings Group, LLC— value not disclosed1
416TimesSquare Capital Management, LLC— value not disclosed1
417Calamos Advisors LLC— value not disclosed1
418NORGES BANK— value not disclosed1
419PEAK6 LLC— value not disclosed1
420K.J. Harrison & Partners Inc— value not disclosed1
421O'SHAUGHNESSY ASSET MANAGEMENT, LLC— value not disclosed1
422APG Asset Management N.V.— value not disclosed1
423OXFORD ASSET MANAGEMENT LLP— value not disclosed1
424MOORE CAPITAL MANAGEMENT, LP— value not disclosed1
425IMC-Chicago, LLC— value not disclosed1
426Alyeska Investment Group, L.P.— value not disclosed1
427Verition Fund Management LLC— value not disclosed1
428Alberta Investment Management Corp— value not disclosed1
429Evercore Wealth Management, LLC— value not disclosed1
430StepStone Group LP— value not disclosed1
431PointState Capital LP— value not disclosed1
432FOX RUN MANAGEMENT, L.L.C.— value not disclosed1
433Zweig-DiMenna Associates LLC— value not disclosed1
434Virtu Financial LLC— value not disclosed1
435Skandinaviska Enskilda Banken AB (publ)— value not disclosed1
436Dynamic Technology Lab Private Ltd— value not disclosed1
437Leonteq Securities AG— value not disclosed1
438Candriam S.C.A.— value not disclosed1
439Litman Gregory Wealth Management LLC— value not disclosed1
440FORSTA AP-FONDEN— value not disclosed1
441Engineers Gate Manager LP— value not disclosed1
442Bayesian Capital Management, LP— value not disclosed1
443JUNCTURE WEALTH STRATEGIES, LLC— value not disclosed1
444Trexquant Investment LP— value not disclosed1
445Covea Finance— value not disclosed1
446KESTRA PRIVATE WEALTH SERVICES, LLC— value not disclosed1
447Versor Investments LP— value not disclosed1
448World Investment Advisors— value not disclosed1
449Sender Co & Partners, Inc.— value not disclosed1
450Darwin Wealth Management, LLC— value not disclosed1
451Clarius Group, LLC— value not disclosed1
452SOMA EQUITY PARTNERS LP— value not disclosed1
453Holocene Advisors, LP— value not disclosed1
454DV Trading LLC— value not disclosed1
455IFG Advisory, LLC— value not disclosed1
456Luken Investment Analytics, LLC— value not disclosed1
457ExodusPoint Capital Management, LP— value not disclosed1
458AIGEN INVESTMENT MANAGEMENT, LP— value not disclosed1
459Machina Capital S.A.S.— value not disclosed1
460Global Retirement Partners, LLC— value not disclosed1
461Summit Financial, LLC— value not disclosed1
462Advisor OS, LLC— value not disclosed1
463Kestra Advisory Services, LLC— value not disclosed1
464Windmill Hill Asset Management Ltd— value not disclosed1
465Activest Wealth Management— value not disclosed1
466AlphaQuest LLC— value not disclosed1
467PharVision Advisers, LLC— value not disclosed1
468KRS Capital Management, LLC— value not disclosed1
469Ascent Group, LLC— value not disclosed1
470SageView Advisory Group, LLC— value not disclosed1
471Acumen Wealth Advisors, LLC— value not disclosed1
472Dunhill Financial, LLC— value not disclosed1
473Perbak Capital Partners LLP— value not disclosed1
474LBP AM SA— value not disclosed1
475Polymer Capital Management (HK) LTD— value not disclosed1
476Susquehanna Portfolio Strategies, LLC— value not disclosed1
477Envestnet Portfolio Solutions, Inc.— value not disclosed1
478Central Pacific Bank - Trust Division— value not disclosed1
479Fieldview Capital Management, LLC— value not disclosed1
480Wealth Management Associates, Inc.— value not disclosed1
481HFM Investment Advisors, LLC— value not disclosed1
482Capstone Capital Management Ltd— value not disclosed1
483OPTIMA CAPITAL LLC— value not disclosed1
484FirstWave Capital Management LLC— value not disclosed1
485Capelight Capital Asset Management LP— value not disclosed1
Truncated by Public Filings. Every one of the 397 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 IOT

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for IOT · financials and macro

Financials — as filed PLANNED

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