Public record / Tickers / KD

KD — Kyndryl Holdings, Inc.†

Both disclosure regimes on one name: who in Congress filed about KD, 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
6
all PTR rows naming KD
Members · 12m
2
0 buys · 2 sells · by trade date
Latest PTR
01-23
filed 2026-01-23
13F holders
500
top-500 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

J. French Hill · $1.0K–$15.0K

SELL · traded 2025-12-31 → filed 2026-01-23. Ranked over every KD row by the provable lower bound, never a point estimate.

2 members · 0 buys / 2 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

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 KD · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning KD
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-01-23J. French Hill R–AR-2SELLTraded 2025-12-31 +23d$1K–$15K
2025-10-30Dwight Evans D–PA-3SELLTraded 10-10 +20d—amount unparsed
2024-01-04Steve Cohen D–TN-9SELLTraded 2023-12-11 +24d$1K–$15K
2023-08-17Pete Sessions R–TX-17SELL SP (spouse-owned)Traded 07-28 +20d—amount unparsed
2023-07-15Tillis, Thomas R —SELLTraded 2022-08-30 LATE·319d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 6 ↗

Members active in KD

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing KD 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.
Dwight Evans D–PA-31not disclosed1
J. French Hill R–AR-21−$15.0K to −$1.0K2

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

Congress ↔ notable managers · KD

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 $31.7M held
Trimming
0 — $0 held

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

Merged timeline of congressional filings and notable-manager moves on KD
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+1,943,696 sh

1 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 KD for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$295M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$222M1
3AQR CAPITAL MANAGEMENT LLC$150M1
4FMR LLC$134M1
5VANGUARD CAPITAL MANAGEMENT LLC$132M1
6STATE STREET CORP$95.8M1
7DIMENSIONAL FUND ADVISORS LP$61.0M1
8D. E. Shaw & Co., Inc.$51.0M1
9GMT CAPITAL CORP$38.6M1
10MORGAN STANLEY$36.1M1
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC$35.6M1
12Gotham Asset Management, LLC$31.7M1
13UBS Group AG$31.2M1
14NORTHERN TRUST CORP$26.4M1
15VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.9M1
16Arnhold LLC$25.2M1
17CITADEL ADVISORS LLC$24.5M1
18BANK OF AMERICA CORP /DE/$23.5M1
19DEUTSCHE BANK AG\$20.9M1
20VANGUARD FIDUCIARY TRUST CO$18.6M1
21Invesco Ltd.$17.7M1
22FEDERATED HERMES, INC.$12.3M1
23Solas Capital Management, LLC$12.0M1
24Allianz Asset Management GmbH$11.0M1
25UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$8.8M1
26SUSQUEHANNA INTERNATIONAL GROUP, LLP$7.8M1
27ALLIANCEBERNSTEIN L.P.$7.8M1
28TWO SIGMA INVESTMENTS, LP$7.0M1
29PRINCIPAL FINANCIAL GROUP INC$6.7M1
30FIRST TRUST ADVISORS LP$6.6M1
31Swiss National Bank$6.0M1
32Vident Advisory, LLC$5.9M1
33ROYCE & ASSOCIATES LP$5.7M1
34Aquatic Capital Management LLC$5.4M1
35Nuveen, LLC$5.4M1
36OP Asset Management Ltd$5.4M1
37Allspring Global Investments Holdings, LLC$4.5M1
38NORDEA INVESTMENT MANAGEMENT AB$4.4M1
39Legal & General Group Plc$4.3M1
40BALYASNY ASSET MANAGEMENT L.P.$4.3M1
41WELLS FARGO & COMPANY/MN$4.2M1
42NATIONAL BANK OF CANADA /FI/$4.0M1
43Arini Captial Management Ltd$3.9M1
44Vanguard Global Advisers, LLC$3.8M1
45Amundi$3.8M1
46Engineers Gate Manager LP$3.8M1
47Retirement Systems of Alabama$3.7M1
48Mariner, LLC$3.6M1
49SEI INVESTMENTS CO$3.4M1
50Cerity Partners LLC$3.3M1
51IEQ CAPITAL, LLC$3.2M1
52CANADA PENSION PLAN INVESTMENT BOARD$3.2M1
53AMERICAN CENTURY COMPANIES INC$3.0M1
54RAYMOND JAMES FINANCIAL INC$3.0M1
55LPL Financial LLC$2.8M1
56Waterfront Wealth Inc.$2.7M1
57CITIGROUP INC$2.7M1
58Oak Thistle LLC$2.7M1
59Holocene Advisors, LP$2.7M1
60VANGUARD ASSET MANAGEMENT, Ltd$2.6M1
61Drexel Morgan & Co.$2.6M1
62CWM, LLC$2.6M1
63STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$2.6M1
64MACKENZIE FINANCIAL CORP$2.4M1
65STATE OF WISCONSIN INVESTMENT BOARD$2.4M1
66State of New Jersey Common Pension Fund D$2.3M1
67CastleKnight Management LP$2.3M1
68ENVESTNET ASSET MANAGEMENT INC$2.3M1
69OCCUDO QUANTITATIVE STRATEGIES LP$2.3M1
70Creative Planning$2.1M1
71MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.1M1
72MILLENNIUM MANAGEMENT LLC$1.8M1
73Illinois Municipal Retirement Fund$1.6M1
74VOYA INVESTMENT MANAGEMENT LLC$1.6M1
75Steward Partners Investment Advisory, LLC$1.6M1
76Connor, Clark & Lunn Investment Management Ltd.$1.6M1
77Edgestream Partners, L.P.$1.5M1
78Quantinno Capital Management LP$1.5M1
79FRANKLIN RESOURCES INC$1.5M1
80Alpha Omega Wealth Management LLC$1.5M1
81MERCER GLOBAL ADVISORS INC /ADV$1.5M1
82Zurcher Kantonalbank (Zurich Cantonalbank)$1.4M1
83WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.4M1
84Janus Henderson Group Ltd.$1.3M1
85Kestra Investment Management, LLC$1.3M1
86Man Group plc$1.3M1
87Blackstone Inc.$1.2M1
88BOOTHBAY FUND MANAGEMENT, LLC$1.2M1
89Poehling Capital Management, INC.$1.2M1
90MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.1M1
91Cruiser Capital Advisors, LLC$1.1M1
92PRELUDE CAPITAL MANAGEMENT, LLC$1.1M1
93Dakota Wealth Management$1.1M1
94Mitsubishi UFJ Asset Management Co., Ltd.$1.0M1
95FORA Capital, LLC$1.0M1
96HSBC HOLDINGS PLC$947K1
97Quadrature Capital Ltd$943K1
98TCTC Holdings, LLC$939K1
99Bridgefront Capital, LLC$915K1
100STIFEL FINANCIAL CORP$883K1
101Schonfeld Strategic Advisors LLC$862K1
102Y-Intercept (Hong Kong) Ltd$840K1
103CenterBook Partners LP$826K1
104Arizona State Retirement System$824K1
105Brooklyn Investment Group$816K1
106BANK OF MONTREAL /CAN/$809K1
107Equitable Holdings, Inc.$804K1
108Focus Partners Wealth$790K1
109AXQ CAPITAL, LP$789K1
110FIFTH THIRD BANCORP$789K1
111Tidal Investments LLC$770K1
112ROYAL BANK OF CANADA$765K1
113Summit Trail Advisors, LLC$760K1
114COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$751K1
115Vanguard Investments Australia, Ltd.$728K1
116IMC-Chicago, LLC$722K1
117L2 Asset Management, LLC$698K1
118COMMERCE BANK$679K1
119NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$672K1
120OSAIC HOLDINGS, INC.$657K1
121Headlands Technologies LLC$619K1
122OREGON PUBLIC EMPLOYEES RETIREMENT FUND$616K1
123Jain Global LLC$583K1
124Vanguard Personalized Indexing Management, LLC$582K1
125Mitsubishi UFJ Trust & Banking Corp$574K1
126NOMURA HOLDINGS INC$573K1
127Universal- Beteiligungs- und Servicegesellschaft mbH$531K1
128Cetera Investment Advisers$493K1
129Pictet Asset Management Holding SA$472K1
130Diametric Capital, LP$452K1
131Pathstone Holdings, LLC$447K1
132COMMONWEALTH EQUITY SERVICES, LLC$436K1
133TRUIST FINANCIAL CORP$429K1
134HighTower Advisors, LLC$424K1
135EVERGREEN CAPITAL MANAGEMENT LLC$401K1
136AREX Capital Management, LP$394K1
137XPONANCE LLC$394K1
138Focus Partners Advisor Solutions, LLC$389K1
139180 WEALTH ADVISORS, LLC$378K1
140Chicago Partners Investment Group LLC$372K1
141NEW YORK LIFE INVESTMENT MANAGEMENT LLC$358K1
142Glenview Trust Co$356K1
143Merit Financial Group, LLC$350K1
144Bleakley Financial Group, LLC$349K1
145Walleye Capital LLC$343K1
146Allworth Financial LP$340K1
147Inspire Advisors, LLC$328K1
148INDEPENDENT FINANCIAL GROUP, LLC$323K1
149CLIFFORD SWAN INVESTMENT COUNSEL LLC$311K1
150GROUP ONE TRADING LLC$307K1
151CSS LLC/IL$302K1
152Swiss Life Asset Management Ltd$301K1
153Sterneck Capital Management, LLC$298K1
154CHELSEA COUNSEL CO$291K1
155VARCOV Co.$289K1
156JONES FINANCIAL COMPANIES LLLP$274K1
157Elo Mutual Pension Insurance Co$263K1
158UNITED CAPITAL FINANCIAL ADVISORS, LLC$245K1
159HB Wealth Management, LLC$244K1
160OPPENHEIMER & CO INC$242K1
161O'SHAUGHNESSY ASSET MANAGEMENT, LLC$238K1
162LAZARD ASSET MANAGEMENT LLC$235K1
163Federation des caisses Desjardins du Quebec$223K1
164SECURIAN ASSET MANAGEMENT, INC$221K1
165Sequoia Financial Advisors, LLC$216K1
166M&T BANK CORP$212K1
167Centiva Capital, LP$210K1
168one8zero8, LLC$208K1
169Laird Norton Wetherby Trust Company, LLC$208K1
170INCEPTIONR LLC$204K1
171Semanteon Capital Management, LP$200K1
172Red Door Wealth Management, LLC$188K1
173QUADRANT CAPITAL GROUP LLC$186K1
174PRUDENTIAL FINANCIAL INC$186K1
175Crossmark Global Holdings, Inc.$185K1
176NorthCrest Asset Manangement, LLC$184K1
177Sagewood Asset Management LP$182K1
178Atria Investments, Inc$182K1
179State of Wyoming$177K1
180US BANCORP \DE\$176K1
1811ST SOURCE BANK$176K1
182MAI Capital Management$176K1
183BENJAMIN EDWARDS INC$174K1
184DIVERSIFY WEALTH MANAGEMENT, LLC$174K1
185Snowden Capital Advisors LLC$170K1
186Rockefeller Capital Management L.P.$169K1
187Krilogy Financial LLC$167K1
188Ensign Peak Advisors, Inc$164K1
189Utah Retirement Systems$160K1
190Black Maple Capital Management LP$157K1
191denkapparat Operations GmbH$154K1
192Maryland State Retirement & Pension System$152K1
193Kestra Advisory Services, LLC$148K1
194CASTLEKEEP INVESTMENT ADVISORS LLC$148K1
195CIBC Bancorp USA Inc.$147K1
196Bull Harbor Capital LLC$147K1
197LexAurum Advisors, LLC$143K1
198Aspen Grove Capital, LLC$136K1
199Pallas Capital Advisors LLC$135K1
200LMG Wealth Partners, LLC$131K1
201FOX RUN MANAGEMENT, L.L.C.$129K1
202Corient Private Wealth LLC$128K1
203Tower Research Capital LLC (TRC)$124K1
204NOMURA ASSET MANAGEMENT CO LTD$123K1
205Arax Advisory Partners$113K1
206Quarry LP$95.7K1
207Russell Investments Group, Ltd.$90.9K1
208TD PRIVATE CLIENT WEALTH LLC$63.0K1
209BNP Paribas Asset Management Holding S.A.$59.3K1
210Eurizon Capital SGR S.p.A.$58.4K1
211Wilmington Savings Fund Society, FSB$51.5K1
212SIGNATUREFD, LLC$48.5K1
213NFSG Corp$37.1K1
214NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$36.6K1
215TD Waterhouse Canada Inc.$31.4K1
216Larson Financial Group LLC$28.2K1
217HM PAYSON & CO$27.1K1
218Blue Trust, Inc.$25.9K1
219UMB Bank, n.a.$24.4K1
220MONTAG A & ASSOCIATES INC$20.8K1
221Parkside Financial Bank & Trust$20.0K1
222Quintet Private Bank (Europe) S.A.$19.7K1
223Investors Research Corp$19.2K1
224INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$19.1K1
225THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$18.9K1
226Atlantic Union Bankshares Corp$18.7K1
227Geneos Wealth Management Inc.$18.2K1
228TFC Financial Management, Inc.$17.9K1
229Clearstead Advisors, LLC$17.7K1
230Deseret Mutual Benefit Administrators$17.5K1
231Smartleaf Asset Management LLC$17.5K1
232ASSETMARK, INC$17.3K1
233SUMMIT SECURITIES GROUP LLC$17.0K1
234Freestone Grove Partners LP$16.5K1
235True Wealth Design, LLC$13.9K1
236Keating Financial Advisory Services, Inc.$12.7K1
237Siemens Fonds Invest GmbH$11.7K1
238CALDWELL SUTTER CAPITAL, INC.$11.5K1
239Wealth Preservation Advisors, LLC$11.3K1
240Cassaday & Co Wealth Management LLC$10.3K1
241FINANCIAL CONSULATE, INC$10.1K1
242Annis Gardner Whiting Capital Advisors, LLC$10.1K1
243Purpose Unlimited Inc.$9.9K1
244Owl Creek Wealth Partners LLC$9.4K1
245Westfuller Advisors, LLC$9.4K1
246Penserra Capital Management LLC$9.2K1
247Kilter Group LLC$9.1K1
248TOTH FINANCIAL ADVISORY CORP$9.1K1
249Bank Julius Baer & Co. Ltd, Zurich$8.4K1
250COUNTRY TRUST BANK$8.1K1
251Addison Advisors LLC$8.1K1
252TOMPKINS FINANCIAL CORP$7.9K1
253Abound Wealth Management$7.8K1
254ALGERT GLOBAL LLC$7.6K1
255POM Investment Strategies, LLC$7.3K1
256Activest Wealth Management$7.2K1
257PFS Partners, LLC$7.0K1
258SJS Investment Consulting Inc.$7.0K1
259Spire Wealth Management$7.0K1
260Asset Dedication, LLC$6.5K1
261Beacon Financial Strategies CORP$6.4K1
262SouthState Bank Corp$6.3K1
263Delos Wealth Advisors, LLC$5.5K1
264HRT FINANCIAL LP$5.4K1
265EASTERN BANK$5.4K1
266SITTNER & NELSON, LLC$5.2K1
267Rakuten Securities, Inc.$5.1K1
268MATHER GROUP, LLC.$5.1K1
269Hartford Financial Management Inc.$5.0K1
270Glen Eagle Advisors, LLC$5.0K1
271Measured Wealth Private Client Group, LLC$4.6K1
272EVERMAY WEALTH MANAGEMENT LLC$4.3K1
273Bell Investment Advisors, Inc$4.0K1
274BARRETT & COMPANY, INC.$3.9K1
275WealthCollab, LLC$3.9K1
276Twin Lakes Capital Management, LLC$3.9K1
277WEBSTER BANK, N. A.$3.9K1
278ENTRUST FINANCIAL LLC$3.8K1
279Financial Avengers, Inc.$3.7K1
280Godfrey Financial Associates, Inc.$3.6K1
281Hilltop National Bank$3.6K1
282GHP Investment Advisors, Inc.$3.5K1
283Evelyn Partners Investment Management LLP$3.5K1
284Burk Holdings LLC$3.5K1
285Key FInancial Inc$3.5K1
286Pinnacle Wealth Planning Services, Inc.$3.4K1
287S&T BANK/PA$3.4K1
288Curat Global, LLC$3.2K1
289Center for Financial Planning, Inc.$3.0K1
290Destiny Wealth Partners, LLC$3.0K1
291JPL Wealth Management, LLC$3.0K1
292Cranbrook Wealth Management, LLC$2.8K1
293ESL Trust Services, LLC$2.7K1
294Paladin Advisory Group, LLC$2.6K1
295MB, LEVIS & ASSOCIATES, LLC$2.6K1
296Sachetta, LLC$2.5K1
297SHP Wealth Management$2.4K1
298MCF Advisors LLC$2.3K1
299Oakworth Capital, Inc.$2.3K1
300Truvestments Capital LLC$2.3K1
301GODSEY & GIBB, INC$2.0K1
302CANADA LIFE ASSURANCE Co$2.0K1
303Pflug Koory, LLC$1.9K1
304Banque Transatlantique SA$1.9K1
305Darwin Wealth Management, LLC$1.8K1
306CVA Family Office, LLC$1.8K1
307West Financial Advisors, LLC$1.8K1
308Clearstead Trust, LLC$1.7K1
309Marquette Asset Management, LLC$1.7K1
310RMG Wealth Management LLC$1.7K1
311Compagnie Lombard Odier SCmA$1.7K1
312HALBERT HARGROVE GLOBAL ADVISORS, LLC$1.6K1
313Avalon Trust Co$1.6K1
314ARMSTRONG ADVISORY GROUP, INC$1.6K1
315Vanguard National Trust Co$1.6K1
316CENTRAL TRUST Co$1.6K1
317Dogwood Wealth Management LLC$1.5K1
318Private Wealth Management Group, LLC$1.5K1
319Register Financial Advisors LLC$1.5K1
320Ascentis Independent Advisors$1.5K1
321SALEM INVESTMENT COUNSELORS INC$1.5K1
322Valued Wealth Advisors LLC$1.4K1
323State of Alaska, Department of Revenue$1.3K1
324Treasurer of the State of North Carolina$1.3K1
325EFG International AG$1.2K1
326PINNEY & SCOFIELD, INC.$1.2K1
327Cherry Tree Wealth Management, LLC$1.2K1
328MCGUIRE CAPITAL ADVISORS INC$1.2K1
329Medallion Wealth Advisors, LLC$1.2K1
330Prestige Wealth Management Group LLC$1.2K1
331CONSULTIVA WEALTH MANAGEMENT, CORP.$1.2K1
332Bangor Savings Bank$1.2K1
333N.E.W. Advisory Services LLC$1.1K1
334Financial Gravity Asset Management, Inc.$1.1K1
335BOK Financial Private Wealth, Inc.$1.0K1
336FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$9451
337Aviso Financial Inc.$9441
338Caitong International Asset Management Co., Ltd$8661
339Transamerica Financial Advisors, LLC$8521
340MV CAPITAL MANAGEMENT, INC.$8401
341Meramec Financial Planners, LLC$7621
342Beaird Harris Wealth Management, LLC$7351
343BEACON INVESTMENT ADVISORY SERVICES, INC.$7091
344Clarity Asset Management, Inc.$6821
345THRIVENT FINANCIAL FOR LUTHERANS$6761
346DUNCKER STREETT & CO INC$6691
347SWAN Capital LLC$6691
348Sunrise Financial Services, LLC$6691
349Frazier Financial Advisors, LLC$6561
350Triumph Capital Management$6301
351Kimelman & Baird, LLC$5251
352Financial Network Wealth Advisors LLC$5251
353VSM Wealth Advisory, LLC$5251
354Costello Asset Management, INC$5121
355American Capital Advisory, LLC$4731
356Groupe la Francaise$4601
357Glass Jacobson Investment Advisors llc$4471
358Smallwood Wealth Investment Management, LLC$4321
359Grove Bank & Trust$4071
360Community Financial Services Group, LLC$3861
361Pacific Center for Financial Services$3811
362TD Capital Management LLC$3671
3633 FACTOR INDEXING, LLC$3421
364DHJJ Financial Advisors, Ltd.$3281
365M Holdings Securities, Inc.$3191
366HOEY INVESTMENTS, INC$3151
367Corsicana & Co.$3141
368VANGUARD ADVISERS INC$3021
369SIMA Wealth Partners, LLC$2761
370ALBION FINANCIAL GROUP /UT$2631
371Moisand Fitzgerald Tamayo, LLC$2631
372Nvest Wealth Strategies, Inc.$2631
373Hurley Capital, LLC$2621
374Quaker Wealth Management, LLC$2371
375New England Capital Financial Advisors LLC$2371
376JNBA Financial Advisors$2241
377AMERIFLEX GROUP, INC.$2231
378JFS WEALTH ADVISORS, LLC$2101
379Rachor Investment Advisory Services, LLC$2101
380Lavaca Capital LLC$1971
381DiNuzzo Private Wealth, Inc.$1971
382Leo H. Evart, Inc.$1571
383Financial Freedom, LLC$1571
384Key Capital Management, INC$1571
385Crewe Advisors LLC$1451
386MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$1321
387WOLFF WIESE MAGANA LLC$1321
388Legacy Wealth Managment, LLC/ID$1321
389REAP Financial Group, LLC$1181
390Financial Perspectives, Inc$1051
391BIRCHBROOK, INC.$1051
392KBC Group NV$841
393HighMark Wealth Management LLC$781
394Harbor Asset Planning, Inc.$661
395Physician Wealth Advisors, Inc.$531
396WPG Advisers, LLC$521
397Signature Equity Partners, LLC$391
398HHM Wealth Advisors, LLC$271
399Caitlin John, LLC$261
400Smithfield Trust Co$191
401Tradewinds Capital Management, LLC$141
402Rialto Wealth Management, LLC$141
403Global Trust Asset Management, LLC$131
404Vermillion Wealth Management, Inc.$131
405DekaBank Deutsche Girozentrale$81
406VALLEY NATIONAL ADVISERS INC$31
407Centerpoint Advisors, LLC$11
408Strategic Wealth Advisors LLC$11
409Capital Advisors, Ltd. LLC$01
410Financial Connections Group, Inc.$01
411Coston, McIsaac & Partners$01
412BANK OF NOVA SCOTIA— value not disclosed1
413HAZLETT, BURT & WATSON, INC.— value not disclosed1
414VANGUARD GROUP INC— value not disclosed1
415&PARTNERS— value not disclosed1
416FRONTIER CAPITAL MANAGEMENT CO LLC— value not disclosed1
417MONEY CONCEPTS CAPITAL CORP— value not disclosed1
418FIRST MANHATTAN CO. LLC.— value not disclosed1
419TEACHER RETIREMENT SYSTEM OF TEXAS— value not disclosed1
420HARBOUR INVESTMENTS, INC.— value not disclosed1
421BANCO BILBAO VIZCAYA ARGENTARIA, S.A.— value not disclosed1
422FULTON BANK, N.A.— value not disclosed1
423DAVENPORT & Co LLC— value not disclosed1
424COMERICA BANK— value not disclosed1
425CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM— value not disclosed1
426TORONTO DOMINION BANK— value not disclosed1
427SHELTON CAPITAL MANAGEMENT— value not disclosed1
428VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
429CIBC WORLD MARKETS CORP— value not disclosed1
430COLDSTREAM CAPITAL MANAGEMENT INC— value not disclosed1
431INTECH INVESTMENT MANAGEMENT LLC— value not disclosed1
432SCHRODER INVESTMENT MANAGEMENT GROUP— value not disclosed1
433MONETA GROUP INVESTMENT ADVISORS LLC— value not disclosed1
434ARROWSTREET CAPITAL, LIMITED PARTNERSHIP— value not disclosed1
435ADAGE CAPITAL PARTNERS GP, L.L.C.— value not disclosed1
436CIBC Private Wealth Group LLC— value not disclosed1
437First Eagle Investment Management, LLC— value not disclosed1
438Curi Capital, LLC— value not disclosed1
439BROWN ADVISORY INC— value not disclosed1
440Phocas Financial Corp.— value not disclosed1
441ProShare Advisors LLC— value not disclosed1
442NORGES BANK— value not disclosed1
443Boston Partners— value not disclosed1
444Walleye Trading LLC— value not disclosed1
445Manchester Capital Management LLC— value not disclosed1
446Employees Retirement System of Texas— value not disclosed1
447Verition Fund Management LLC— value not disclosed1
448Convergence Investment Partners, LLC— value not disclosed1
449TWO SIGMA ADVISERS, LP— value not disclosed1
450Savant Capital, LLC— value not disclosed1
451Westover Capital Advisors, LLC— value not disclosed1
452DME Capital Management, LP— value not disclosed1
453Brevan Howard Capital Management LP— value not disclosed1
454Dynamic Technology Lab Private Ltd— value not disclosed1
455Vestcor Inc— value not disclosed1
456Candriam S.C.A.— value not disclosed1
457DT Investment Partners, LLC— value not disclosed1
458Hilton Capital Management, LLC— value not disclosed1
459Zimmer Partners, LP— value not disclosed1
460Waverly Advisors, LLC— value not disclosed1
461Empowered Funds, LLC— value not disclosed1
462MARK SHEPTOFF FINANCIAL PLANNING, LLC— value not disclosed1
463WINTON GROUP Ltd— value not disclosed1
464Trexquant Investment LP— value not disclosed1
465Squarepoint Ops LLC— value not disclosed1
466Versor Investments LP— value not disclosed1
467DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main— value not disclosed1
468LWM Advisory Services, LLC— value not disclosed1
469RITHOLTZ WEALTH MANAGEMENT— value not disclosed1
470McIlrath & Eck, LLC— value not disclosed1
471Caption Management, LLC— value not disclosed1
472DV Trading LLC— value not disclosed1
473Shay Capital LLC— value not disclosed1
474Qube Research & Technologies Ltd— value not disclosed1
475ExodusPoint Capital Management, LP— value not disclosed1
476ISLAY CAPITAL MANAGEMENT, LLC— value not disclosed1
477West Branch Capital LLC— value not disclosed1
478WORLDQUANT MILLENNIUM ADVISORS LLC— value not disclosed1
479Global Retirement Partners, LLC— value not disclosed1
480Laurel Wealth Advisors LLC— value not disclosed1
481Cynosure Group, LLC— value not disclosed1
482Qsemble Capital Management, LP— value not disclosed1
483TWINBEECH CAPITAL LP— value not disclosed1
484Sanctuary Advisors, LLC— value not disclosed1
485Tranquility Partners, LLC— value not disclosed1
486Elevated Capital Advisors, LLC— value not disclosed1
487Lloyd Advisory Services, LLC.— value not disclosed1
488Concord Wealth Partners— value not disclosed1
489Navalign, LLC— value not disclosed1
490XTX Topco Ltd— value not disclosed1
491Maxi Investments CY Ltd— value not disclosed1
492Caerus Investment Advisors, LLC— value not disclosed1
493TUCKER ASSET MANAGEMENT LLC— value not disclosed1
494AlphaQuest LLC— value not disclosed1
495MARYLAND CAPITAL ADVISORS INC.— value not disclosed1
496Wedmont Private Capital— value not disclosed1
497SageView Advisory Group, LLC— value not disclosed1
498Strengthening Families & Communities, LLC— value not disclosed1
499Signature Resources Capital Management, LLC— value not disclosed1
500Cape Investment Advisory, Inc.— value not disclosed1
Truncated by Public Filings. Every one of the 411 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)0 buy / 2 sell
Congress net ($ bound)at most −$1.0K
Filers net (actions)not in build
Filers net ($ 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 KD

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for KD · financials and macro

Financials — as filed PLANNED

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