Public record / Tickers / LAD

LAD — LITHIA MOTORS INC†

Both disclosure regimes on one name: who in Congress filed about LAD, 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
9
all PTR rows naming LAD
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
09-12
filed 2025-09-12
13F holders
398
top-398 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

Lisa C. McClain · $1.0K–$15.0K

SELL · traded 2025-08-04 → filed 2025-09-12. Ranked over every LAD row by the provable lower bound, never a point estimate.

No member disclosed LAD 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.

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 LAD · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning LAD
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-09-12Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 08-04 +39d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 07-22 +22d$1K–$15K
2024-02-15Josh Gottheimer D–NJ-5SELL JT (jointly owned)Traded 01-24 +22d$1K–$15K
2023-08-21Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 07-18 +34d$1K–$15K
2021-05-07Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 04-09 +28d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 9 ↗

Members active in LAD

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

No member disclosed LAD in the trailing 12 months.

Congress ↔ notable managers · LAD

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

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

Merged timeline of congressional filings and notable-manager moves on LAD
DateWhoChangeSize
2026-05-15Miller Value Partners 13FNEW+2,654 sh
2026-05-15Gotham Asset Management 13FTRIM−28,276 sh
2026-05-15Ruane Cunniff & Goldfarb 13FTRIM−61 sh
2026-05-14Caxton Associates 13FNEW+3,340 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

Top institutional holders of LAD for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$627M1
2ABRAMS CAPITAL MANAGEMENT, L.P.$622M1
3HARRIS ASSOCIATES L P$489M1
4FMR LLC$442M1
5DIMENSIONAL FUND ADVISORS LP$347M1
6VANGUARD PORTFOLIO MANAGEMENT LLC$288M1
7VANGUARD CAPITAL MANAGEMENT LLC$264M1
8STATE STREET CORP$197M1
9HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$126M1
10UBS Group AG$98.1M1
11ROYAL LONDON ASSET MANAGEMENT LTD$59.2M1
12NORTHERN TRUST CORP$57.7M1
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC$56.9M1
14Conifer Management, L.L.C.$52.9M1
15Chicago Capital, LLC$51.4M1
16AMERICAN CENTURY COMPANIES INC$44.4M1
17MORGAN STANLEY$43.1M1
18MANUFACTURERS LIFE INSURANCE COMPANY, THE$39.8M1
19Invesco Ltd.$38.3M1
20VANGUARD FIDUCIARY TRUST CO$37.5M1
21SEI INVESTMENTS CO$35.7M1
22BARCLAYS PLC$35.5M1
23GLENVIEW CAPITAL MANAGEMENT, LLC$31.9M1
24SCHRODER INVESTMENT MANAGEMENT GROUP$26.0M1
25ADVENT INTERNATIONAL, L.P.$23.8M1
26Nuveen, LLC$22.8M1
27WESTWOOD HOLDINGS GROUP INC$22.6M1
28ROYAL BANK OF CANADA$21.6M1
29UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$20.1M1
30Covalis Capital LLP$19.9M1
31ProShare Advisors LLC$19.1M1
32RAYMOND JAMES FINANCIAL INC$19.1M1
33Nokomis Capital, L.L.C.$18.8M1
34BANK OF AMERICA CORP /DE/$18.2M1
35FRANKLIN RESOURCES INC$17.7M1
36IRIDIAN ASSET MANAGEMENT LLC/CT$16.4M1
37Retirement Systems of Alabama$16.2M1
38WELLS FARGO & COMPANY/MN$15.6M1
39SUSQUEHANNA INTERNATIONAL GROUP, LLP$14.5M1
40Long Focus Capital Management, LLC$14.0M1
41FRONTIER CAPITAL MANAGEMENT CO LLC$13.8M1
42IMC-Chicago, LLC$13.8M1
43PRINCIPAL FINANCIAL GROUP INC$13.5M1
44Swiss National Bank$12.0M1
45CIBC Bancorp USA Inc.$11.5M1
46First Eagle Investment Management, LLC$10.9M1
47EVENTIDE ASSET MANAGEMENT, LLC$10.6M1
48ALLIANCEBERNSTEIN L.P.$10.3M1
49Walleye Trading LLC$10.1M1
50Legal & General Group Plc$9.7M1
51AQR CAPITAL MANAGEMENT LLC$9.6M1
52Boston Partners$8.9M1
53CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$8.5M1
54CITADEL ADVISORS LLC$8.0M1
55ENVESTNET ASSET MANAGEMENT INC$7.9M1
56VOLORIDGE INVESTMENT MANAGEMENT, LLC$7.9M1
57FIRST TRUST ADVISORS LP$7.8M1
58VOYA INVESTMENT MANAGEMENT LLC$7.2M1
59Dana Investment Advisors, Inc.$7.0M1
60Channing Capital Management, LLC$6.4M1
61Park West Asset Management LLC$6.4M1
62Harfst & Associates, Inc.$6.1M1
63VANGUARD ASSET MANAGEMENT, Ltd$5.7M1
64Alyeska Investment Group, L.P.$5.2M1
65HSBC HOLDINGS PLC$5.1M1
66Snowden Capital Advisors LLC$4.8M1
67Vanguard Global Advisers, LLC$4.5M1
68FIFTH THIRD BANCORP$4.0M1
69STIFEL FINANCIAL CORP$4.0M1
70STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$4.0M1
71Quantinno Capital Management LP$3.8M1
72Holocene Advisors, LP$3.8M1
73EVR Research LP$3.7M1
74Brevan Howard Capital Management LP$3.7M1
75AGP FRANKLIN, LLC$3.6M1
76SCOTIA CAPITAL INC.$3.6M1
77COBALT CAPITAL MANAGEMENT, INC.$3.6M1
78MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.6M1
79Sendero Wealth Management, LLC$3.6M1
80STATE OF WISCONSIN INVESTMENT BOARD$3.1M1
81BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.1M1
82LPL Financial LLC$3.0M1
83Man Group plc$2.9M1
84CITIGROUP INC$2.8M1
85TWO SIGMA INVESTMENTS, LP$2.7M1
86CALIFORNIA FIRST LEASING CORP$2.7M1
87Janus Henderson Group Ltd.$2.7M1
88CPC Advisors, LLC$2.5M1
89XTX Topco Ltd$2.4M1
90Empowered Funds, LLC$2.4M1
91Qube Research & Technologies Ltd$2.4M1
92MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.3M1
93Timber Creek Capital Management LLC$2.3M1
94180 WEALTH ADVISORS, LLC$2.2M1
95TRUIST FINANCIAL CORP$2.1M1
96State of New Jersey Common Pension Fund D$2.1M1
97Zurcher Kantonalbank (Zurich Cantonalbank)$2.0M1
98OP Asset Management Ltd$2.0M1
99&PARTNERS$1.9M1
100Cetera Investment Advisers$1.9M1
101Leonteq Securities AG$1.8M1
102Gotham Asset Management, LLC$1.8M1
103GROUP ONE TRADING LLC$1.8M1
104SIMPLEX TRADING, LLC$1.7M1
105OSAIC HOLDINGS, INC.$1.7M1
106Arizona State Retirement System$1.7M1
107Rare Wolf Capital LLC$1.6M1
108SeaCrest Wealth Management, LLC$1.6M1
109Vanguard Investments Australia, Ltd.$1.6M1
110Ensign Peak Advisors, Inc$1.5M1
111COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.5M1
112Oak Thistle LLC$1.5M1
113STATE OF MICHIGAN RETIREMENT SYSTEM$1.4M1
114JB Capital LLC$1.4M1
115Universal- Beteiligungs- und Servicegesellschaft mbH$1.4M1
116INTECH INVESTMENT MANAGEMENT LLC$1.4M1
117LRT Capital Management, LLC$1.4M1
118NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.4M1
119S&T BANK/PA$1.4M1
120Amundi$1.3M1
121Schonfeld Strategic Advisors LLC$1.3M1
122Susquehanna Portfolio Strategies, LLC$1.3M1
123Prospera Financial Services Inc$1.3M1
124Creative Planning$1.3M1
125Summit Trail Advisors, LLC$1.3M1
126OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.2M1
127MOON CAPITAL MANAGEMENT LP$1.2M1
128TEACHER RETIREMENT SYSTEM OF TEXAS$1.2M1
129Orion Porfolio Solutions, LLC$1.2M1
130D. E. Shaw & Co., Inc.$1.2M1
131Ameritas Investment Partners, Inc.$1.1M1
132SummitTX Capital, L.P.$1.1M1
133Financial Strategies Group, Inc.$1.1M1
134Vise Technologies, Inc.$1.1M1
135Daiwa Securities Group Inc.$1.0M1
136PEAK6 LLC$996K1
137Pictet Asset Management Holding SA$987K1
138Waverly Advisors, LLC$960K1
139Independent Advisor Alliance$958K1
140VICTORY CAPITAL MANAGEMENT INC$934K1
141Vanguard Personalized Indexing Management, LLC$851K1
142XPONANCE LLC$851K1
143CAXTON ASSOCIATES LLP$834K1
144Tidal Investments LLC$832K1
145Ashton Thomas Private Wealth, LLC$831K1
146DRW Securities, LLC$817K1
147VISIONARY HORIZONS, LLC$793K1
148Aristides Capital LLC$771K1
149FULTON BANK, N.A.$758K1
150NEW YORK LIFE INVESTMENT MANAGEMENT LLC$753K1
151Ruane, Cunniff & Goldfarb L.P.$746K1
152DEUTSCHE BANK AG\$735K1
153INCEPTIONR LLC$725K1
154BANK OF MONTREAL /CAN/$723K1
155Mitsubishi UFJ Trust & Banking Corp$719K1
156Pathstone Holdings, LLC$707K1
157Inspire Investing, LLC$685K1
158Inspire Advisors, LLC$676K1
159Dynamic Technology Lab Private Ltd$670K1
160MILLER VALUE PARTNERS, LLC$663K1
161Corient Private Wealth LLC$655K1
162Blueshift Asset Management, LLC$633K1
163QUADRANT CAPITAL GROUP LLC$624K1
164Camelot Portfolios, LLC$606K1
165Brookstone Capital Management$604K1
166TWINBEECH CAPITAL LP$599K1
167Bridgefront Capital, LLC$599K1
168MAYPORT, LLC$594K1
169ASSETMARK, INC$576K1
170CREDIT AGRICOLE S A$574K1
171Talon Private Wealth, LLC$572K1
172OPPENHEIMER ASSET MANAGEMENT INC.$568K1
173Advisor Resource Council$545K1
174Crossmark Global Holdings, Inc.$521K1
175QRG CAPITAL MANAGEMENT, INC.$514K1
176Verition Fund Management LLC$501K1
177M&T BANK CORP$470K1
178CANADA PENSION PLAN INVESTMENT BOARD$464K1
179Freestone Grove Partners LP$452K1
180Shay Capital LLC$443K1
181SECURIAN ASSET MANAGEMENT, INC$442K1
182Hennion & Walsh Asset Management, Inc.$437K1
183Qsemble Capital Management, LP$436K1
184OneDigital Investment Advisors LLC$429K1
185R Squared Ltd$412K1
186Rockefeller Capital Management L.P.$393K1
187BOOTHBAY FUND MANAGEMENT, LLC$385K1
188MILLENNIUM MANAGEMENT LLC$381K1
189JANE STREET GROUP, LLC$368K1
190Federation des caisses Desjardins du Quebec$362K1
191PRUDENTIAL FINANCIAL INC$359K1
192Atria Investments, Inc$357K1
193FEDERATED HERMES, INC.$354K1
194Sagewood Asset Management LP$353K1
195Swiss Life Asset Management Ltd$349K1
196Whalen Wealth Management Inc.$341K1
197Centiva Capital, LP$340K1
198ELEVATION POINT WEALTH PARTNERS, LLC$338K1
199LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$335K1
200US BANCORP \DE\$332K1
201HighTower Advisors, LLC$332K1
202Rafferty Asset Management, LLC$324K1
203Clear Creek Financial Management, LLC$320K1
204Utah Retirement Systems$316K1
205AXQ CAPITAL, LP$309K1
206Maryland State Retirement & Pension System$306K1
207Caitlin John, LLC$306K1
208MML INVESTORS SERVICES, LLC$303K1
209Crumly & Associates Inc.$300K1
210Values First Advisors, Inc.$300K1
211Y-Intercept (Hong Kong) Ltd$282K1
212WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$281K1
213PCB Capital LLC$278K1
214NOVEM GROUP$275K1
215GUGGENHEIM CAPITAL LLC$273K1
216Factorial Partners, LLC$270K1
217CenterBook Partners LP$264K1
218ARWA LLC$255K1
219Vident Advisory, LLC$255K1
220OneAscent Investment Solutions LLC$244K1
221nVerses Capital, LLC$240K1
222MERCER GLOBAL ADVISORS INC /ADV$234K1
223DENALI ADVISORS LLC$228K1
224Haverford Trust Co$223K1
225Steward Partners Investment Advisory, LLC$218K1
226NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$214K1
227Private Advisor Group, LLC$213K1
228Aster Capital Management (DIFC) Ltd$209K1
229Tower Research Capital LLC (TRC)$205K1
230NICOLET BANKSHARES INC$204K1
231CLARK FINANCIAL SERVICES GROUP INC /BD$203K1
232EVERGREEN CAPITAL MANAGEMENT LLC$203K1
233PANAGORA ASSET MANAGEMENT INC$202K1
234CIBC Asset Management Inc$200K1
235NOMURA ASSET MANAGEMENT CO LTD$180K1
236BNP Paribas Asset Management Holding S.A.$133K1
237Eurizon Capital SGR S.p.A.$105K1
238CWM, LLC$87.9K1
239Pinnacle Wealth Planning Services, Inc.$64.7K1
240AlphaCentric Advisors LLC$64.4K1
241Wilmington Savings Fund Society, FSB$64.2K1
242MATHER GROUP, LLC.$61.2K1
243Quarry LP$53.4K1
244Deseret Mutual Benefit Administrators$48.7K1
245CONTRAVISORY INVESTMENT MANAGEMENT, INC.$45.4K1
246SIGNATUREFD, LLC$45.2K1
247UMB Bank, n.a.$39.0K1
248Parkside Financial Bank & Trust$35.7K1
249JFS WEALTH ADVISORS, LLC$31.9K1
250Caitong International Asset Management Co., Ltd$31.0K1
251Blue Trust, Inc.$29.5K1
252Allworth Financial LP$29.0K1
253Addison Advisors LLC$25.5K1
254Altshuler Shaham Ltd$25.5K1
255NATIXIS ADVISORS, LLC$23.7K1
256Smartleaf Asset Management LLC$20.2K1
257MAI Capital Management$19.7K1
258BARROW HANLEY MEWHINNEY & STRAUSS LLC$17.0K1
259HRT FINANCIAL LP$14.1K1
260Mitsubishi UFJ Asset Management Co., Ltd.$13.5K1
261AMERIFLEX GROUP, INC.$13.5K1
262Security National Bank$12.5K1
263CVA Family Office, LLC$11.7K1
264Tacita Capital Inc$9.7K1
265Community Financial Services Group, LLC$9.5K1
266Global X Japan Co., Ltd.$7.5K1
267Owl Creek Wealth Partners LLC$7.5K1
268Retirement Wealth Solutions LLC$6.7K1
269ELEVATION WEALTH PARTNERS, LLC$5.5K1
270Frazier Financial Advisors, LLC$5.2K1
271Vanguard National Trust Co$5.0K1
272Curat Global, LLC$5.0K1
273Bell Investment Advisors, Inc$4.2K1
274CENTRAL TRUST Co$3.7K1
275Cetera Trust Company, N.A$3.7K1
276CANADA LIFE ASSURANCE Co$3.6K1
277Sachetta, LLC$3.0K1
278JONES FINANCIAL COMPANIES LLLP$2.7K1
279WPG Advisers, LLC$2.7K1
280Treasurer of the State of North Carolina$2.5K1
281Manchester Capital Management LLC$2.2K1
282Prestige Wealth Management Group LLC$2.2K1
283ALGERT GLOBAL LLC$2.1K1
284THRIVENT FINANCIAL FOR LUTHERANS$2.0K1
285DiNuzzo Private Wealth, Inc.$1.7K1
286Cromwell Holdings LLC$1.5K1
287Valued Wealth Advisors LLC$1.3K1
288Clearstead Advisors, LLC$1.2K1
289Provenance Wealth Advisors, LLC$1.2K1
290BROWN, LISLE/CUMMINGS, INC.$9991
291Larson Financial Group LLC$9991
292Transamerica Financial Advisors, LLC$9981
293TD Capital Management LLC$7571
294SJS Investment Consulting Inc.$7501
295HFM Investment Advisors, LLC$7491
296State of Alaska, Department of Revenue$6071
297Vestcor Inc$5391
298Quaker Wealth Management, LLC$5001
299Private Wealth Management Group, LLC$5001
300Rialto Wealth Management, LLC$5001
301Rakuten Securities, Inc.$4991
302GSA CAPITAL PARTNERS LLP$3021
303Vermillion Wealth Management, Inc.$2501
304SHP Wealth Management$2501
305American Capital Advisory, LLC$2501
306TopTier Wealth Management, LLC$2501
307Signature Equity Partners, LLC$2501
308KBC Group NV$1791
309Penserra Capital Management LLC$341
310Smithfield Trust Co$51
311Capital Advisors, Ltd. LLC$31
312Avion Wealth$01
313Keating Financial Advisory Services, Inc.$01
314BANK OF NOVA SCOTIA— value not disclosed1
315Jefferies Financial Group Inc.— value not disclosed1
316VANGUARD GROUP INC— value not disclosed1
317SMITH, MOORE & CO.— value not disclosed1
318COMMONWEALTH EQUITY SERVICES, LLC— value not disclosed1
319HARBOUR INVESTMENTS, INC.— value not disclosed1
320Brandywine Global Investment Management, LLC— value not disclosed1
321DELTA CAPITAL MANAGEMENT LLC— value not disclosed1
322COMERICA BANK— value not disclosed1
323WELLINGTON MANAGEMENT GROUP LLP— value not disclosed1
324BLAIR WILLIAM & CO/IL— value not disclosed1
325NATIONAL BANK OF CANADA /FI/— value not disclosed1
326HM PAYSON & CO— value not disclosed1
327TORONTO DOMINION BANK— value not disclosed1
328SHELTON CAPITAL MANAGEMENT— value not disclosed1
329VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
330COMMERCE BANK— value not disclosed1
331ING GROEP NV— value not disclosed1
332D.A. DAVIDSON & CO.— value not disclosed1
333COLDSTREAM CAPITAL MANAGEMENT INC— value not disclosed1
334MONETA GROUP INVESTMENT ADVISORS LLC— value not disclosed1
335LOGAN CAPITAL MANAGEMENT INC— value not disclosed1
336COOKSON PEIRCE & CO INC— value not disclosed1
337CIBC Private Wealth Group LLC— value not disclosed1
338Empyrean Capital Partners, LP— value not disclosed1
339BROWN ADVISORY INC— value not disclosed1
340NORGES BANK— value not disclosed1
341J. Goldman & Co LP— value not disclosed1
342O'SHAUGHNESSY ASSET MANAGEMENT, LLC— value not disclosed1
343CAPSTONE INVESTMENT ADVISORS, LLC— value not disclosed1
344BENJAMIN EDWARDS INC— value not disclosed1
345Convergence Investment Partners, LLC— value not disclosed1
346EXCHANGE TRADED CONCEPTS, LLC— value not disclosed1
347Savant Capital, LLC— value not disclosed1
348Cambria Investment Management, L.P.— value not disclosed1
349FOX RUN MANAGEMENT, L.L.C.— value not disclosed1
350Edgestream Partners, L.P.— value not disclosed1
351MIRABELLA FINANCIAL SERVICES LLP— value not disclosed1
352Focus Partners Wealth— value not disclosed1
353Mraz, Amerine & Associates, Inc.— value not disclosed1
354PDT Partners, LLC— value not disclosed1
355Cerity Partners LLC— value not disclosed1
356Arax Advisory Partners— value not disclosed1
357Tensile Capital Management LP— value not disclosed1
358Sequoia Financial Advisors, LLC— value not disclosed1
359Point72 Asset Management, L.P.— value not disclosed1
360WINTON GROUP Ltd— value not disclosed1
361Engineers Gate Manager LP— value not disclosed1
362Quadrature Capital Ltd— value not disclosed1
363PenderFund Capital Management Ltd.— value not disclosed1
364DV Trading LLC— value not disclosed1
365ExodusPoint Capital Management, LP— value not disclosed1
366Atom Investors LP— value not disclosed1
367AIGEN INVESTMENT MANAGEMENT, LP— value not disclosed1
368FORA Capital, LLC— value not disclosed1
369Global Retirement Partners, LLC— value not disclosed1
370Farringdon Capital, Ltd.— value not disclosed1
371Walleye Capital LLC— value not disclosed1
372TOWNSQUARE CAPITAL LLC— value not disclosed1
373SAGE RHINO CAPITAL LLC— value not disclosed1
374NICOLET ADVISORY SERVICES, LLC— value not disclosed1
375OneAscent Financial Services LLC— value not disclosed1
376Woodline Partners LP— value not disclosed1
377BELLEVUE ASSET MANAGEMENT, LLC— value not disclosed1
378Aquatic Capital Management LLC— value not disclosed1
379INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC— value not disclosed1
380OCCUDO QUANTITATIVE STRATEGIES LP— value not disclosed1
381TFC Financial Management, Inc.— value not disclosed1
382Kestra Advisory Services, LLC— value not disclosed1
383Tabor Asset Management, LP— value not disclosed1
384Concentric Capital Strategies, LP— value not disclosed1
385Spire Wealth Management— value not disclosed1
386TECTONIC ADVISORS LLC— value not disclosed1
387AlphaQuest LLC— value not disclosed1
388Forum Financial Management, LP— value not disclosed1
389SageView Advisory Group, LLC— value not disclosed1
390iSAM Funds (UK) Ltd— value not disclosed1
391Hook Mill Capital Partners, LP— value not disclosed1
392True Wealth Design, LLC— value not disclosed1
393EntryPoint Capital, LLC— value not disclosed1
394Jain Global LLC— value not disclosed1
395Havemeyer Place LP— value not disclosed1
396North Dakota State Investment Board— value not disclosed1
397MidFirst Bank— value not disclosed1
398ADVISORTRUST PARTNERS, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 313 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 LAD

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for LAD · financials and macro

Financials — as filed PLANNED

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