Public record / Tickers / LII

LII — LENNOX INTERNATIONAL INC†

Both disclosure regimes on one name: who in Congress filed about LII, 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
7
all PTR rows naming LII
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
11-09
filed 2020-11-09
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

Greg Gianforte · $100K–$250K

BUY · traded 2018-06-07 → filed 2018-06-15. Ranked over every LII row by the provable lower bound, never a point estimate.

No member disclosed LII 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 LII 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 LII · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning LII
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2020-11-09Greg Gianforte R–MT-ALSELL partial · JT (partial sale, jointly owned)Traded 10-13 +27d$1K–$15K
2018-09-25Carlos Curbelo R–FL-26BUY SP (spouse-owned)Traded 08-28 +28d$1K–$15K
2018-09-13Zoe Lofgren D–CA-18SELL SP (spouse-owned)Traded 08-30 +14d$1K–$15K
2018-07-10Thomas MacArthur R–NJ-3BUY JT (jointly owned)Traded 06-07 +33d$15K–$50K
2018-06-15Greg Gianforte R–MT-ALBUY JT (jointly owned)Traded 06-07 +8d$100K–$250K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 7 ↗

Members active in LII

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

No member disclosed LII in the trailing 12 months.

Congress ↔ notable managers · LII

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 Bridgewater Associates $2.3M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · Lennox International Inc - US

Merged timeline of congressional filings and notable-manager moves on LII
DateWhoChangeSize
2026-05-15Viking Global Investors 13FADD+951,108 sh
2026-05-15Tudor Investment Corp 13FADD+36,694 sh
2026-05-15Gotham Asset Management 13FADD+12,337 sh
2026-05-15Bridgewater Associates 13FTRIM−10,208 sh
2026-05-14Caxton Associates 13FNEW+2,324 sh

5 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 LII for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$1.4B1
2Capital International Investors$1.3B1
3VANGUARD CAPITAL MANAGEMENT LLC$953M1
4VIKING GLOBAL INVESTORS LP$730M1
5STATE STREET CORP$669M1
6VANGUARD PORTFOLIO MANAGEMENT LLC$665M1
7MORGAN STANLEY$506M1
8CITADEL ADVISORS LLC$299M1
9Invesco Ltd.$246M1
10Beacon Pointe Advisors, LLC$194M1
11UBS Group AG$183M1
12BANK OF AMERICA CORP /DE/$150M1
13DIMENSIONAL FUND ADVISORS LP$149M1
14NORTHERN TRUST CORP$146M1
15LONDON CO OF VIRGINIA$132M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$126M1
17UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$108M1
18DEUTSCHE BANK AG\$99.0M1
19WELLS FARGO & COMPANY/MN$85.4M1
20VANGUARD FIDUCIARY TRUST CO$85.3M1
21MILLENNIUM MANAGEMENT LLC$85.0M1
22True North Advisors, LLC$76.9M1
23ENVESTNET ASSET MANAGEMENT INC$66.1M1
24EULAV Asset Management$62.8M1
25Amundi$59.3M1
26Legal & General Group Plc$57.2M1
27Fiera Capital Corp$48.5M1
28BARCLAYS PLC$46.1M1
29Swiss National Bank$43.0M1
30Nuveen, LLC$42.2M1
31Sone Capital Management, LLC$38.9M1
32Capital International, Inc./CA/$38.4M1
33WELLINGTON MANAGEMENT GROUP LLP$36.3M1
34RAYMOND JAMES FINANCIAL INC$36.3M1
35CITIGROUP INC$35.6M1
36FEDERATED HERMES, INC.$34.4M1
37WORLDQUANT MILLENNIUM ADVISORS LLC$33.5M1
38Mitsubishi UFJ Asset Management Co., Ltd.$33.1M1
39Jain Global LLC$32.6M1
40Vanguard Global Advisers, LLC$31.1M1
41CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$29.3M1
42ROYAL BANK OF CANADA$28.8M1
43Point72 Asset Management, L.P.$28.5M1
44HSBC HOLDINGS PLC$28.0M1
45Squarepoint Ops LLC$27.7M1
46JACOBS LEVY EQUITY MANAGEMENT, INC$27.2M1
47SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$23.3M1
48Schonfeld Strategic Advisors LLC$21.9M1
49Aventail Capital Group, LP$21.4M1
50MANUFACTURERS LIFE INSURANCE COMPANY, THE$21.0M1
51ALLIANCEBERNSTEIN L.P.$20.7M1
52Woodline Partners LP$20.3M1
53Pictet Asset Management Holding SA$19.5M1
54PRINCIPAL FINANCIAL GROUP INC$19.2M1
55Fisher Asset Management, LLC$19.1M1
56Baird Financial Group, Inc.$18.8M1
57SEI INVESTMENTS CO$18.8M1
58AMERICAN CENTURY COMPANIES INC$18.4M1
59TUDOR INVESTMENT CORP ET AL$17.4M1
60AQR CAPITAL MANAGEMENT LLC$17.2M1
61STIFEL FINANCIAL CORP$14.3M1
62AVIVA PLC$13.8M1
63STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$13.2M1
64BANK OF MONTREAL /CAN/$13.1M1
65Rafferty Asset Management, LLC$12.5M1
66Gotham Asset Management, LLC$12.4M1
67Distillate Capital Partners LLC$12.3M1
68HFR Wealth Management, LLC$12.1M1
69FRANKLIN RESOURCES INC$11.8M1
70BNP Paribas Asset Management Holding S.A.$11.5M1
71Regents Gate Capital LLP$11.2M1
72SUSQUEHANNA INTERNATIONAL GROUP, LLP$11.1M1
73Korea Investment CORP$11.0M1
74Swedbank AB$10.8M1
75Horrell Capital Management, Inc.$10.4M1
76LPL Financial LLC$9.9M1
77Quantinno Capital Management LP$9.9M1
78BLI - Banque de Luxembourg Investments$9.9M1
79Trexquant Investment LP$9.4M1
80GATEWAY INVESTMENT ADVISERS LLC$9.4M1
81ExodusPoint Capital Management, LP$9.2M1
82Man Group plc$8.3M1
83STATE OF WISCONSIN INVESTMENT BOARD$8.3M1
84Zurcher Kantonalbank (Zurich Cantonalbank)$8.3M1
85FIRST TRUST ADVISORS LP$8.3M1
86CREDIT AGRICOLE S A$7.8M1
87VANGUARD ASSET MANAGEMENT, Ltd$7.6M1
88Chevy Chase Trust Holdings, LLC$7.4M1
89Hudson Bay Capital Management LP$7.0M1
90Engineers Gate Manager LP$6.9M1
91Mitsubishi UFJ Trust & Banking Corp$6.8M1
92Vanguard Investments Australia, Ltd.$6.8M1
93TRUIST FINANCIAL CORP$6.6M1
94Connor, Clark & Lunn Investment Management Ltd.$6.5M1
95APG Asset Management N.V.$6.4M1
96Universal- Beteiligungs- und Servicegesellschaft mbH$6.3M1
97Asset Management One Co., Ltd.$6.2M1
98VICTORY CAPITAL MANAGEMENT INC$6.1M1
99FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$6.0M1
100Cetera Investment Advisers$5.9M1
101NOMURA ASSET MANAGEMENT CO LTD$5.8M1
102B. Metzler seel. Sohn & Co. AG$5.7M1
103Eurizon Capital SGR S.p.A.$5.6M1
104Swiss Life Asset Management Ltd$5.6M1
105XTX Topco Ltd$5.4M1
106TD ASSET MANAGEMENT INC$5.3M1
107FMR LLC$5.2M1
108State of New Jersey Common Pension Fund D$5.1M1
109OCCUDO QUANTITATIVE STRATEGIES LP$5.1M1
110Voleon Capital Management LP$4.8M1
111Tredje AP-fonden$4.7M1
112Lansforsakringar Fondforvaltning AB (publ)$4.7M1
113Resona Asset Management Co.,Ltd.$4.6M1
114CIBC Bancorp USA Inc.$4.5M1
115TWO SIGMA INVESTMENTS, LP$4.4M1
116Financiere des Professionnels - Fonds d'investissement inc.$4.4M1
117TORONTO DOMINION BANK$4.3M1
118STATE OF MICHIGAN RETIREMENT SYSTEM$4.3M1
119Summit Trail Advisors, LLC$4.3M1
120Lafayette Investments, Inc.$4.2M1
121XPONANCE LLC$4.1M1
122Linden Thomas Advisory Services, LLC$4.0M1
123Czech National Bank$4.0M1
124Arizona State Retirement System$4.0M1
125Capital Group Private Client Services, Inc.$3.9M1
126Federation des caisses Desjardins du Quebec$3.7M1
127OPPENHEIMER ASSET MANAGEMENT INC.$3.7M1
128NewEdge Wealth, LLC$3.6M1
129CIBC Asset Management Inc$3.6M1
130Vestmark Advisory Solutions, Inc.$3.5M1
131Aberdeen Group plc$3.5M1
132FIFTH THIRD BANCORP$3.5M1
133Tidal Investments LLC$3.5M1
134VOLORIDGE INVESTMENT MANAGEMENT, LLC$3.5M1
135COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.5M1
136NATIONAL BANK OF CANADA /FI/$3.4M1
137Ensign Peak Advisors, Inc$3.4M1
138Inspire Investing, LLC$3.4M1
139Sanctuary Advisors, LLC$3.4M1
140VOYA INVESTMENT MANAGEMENT LLC$3.3M1
141Mirae Asset Global Investments Co., Ltd.$3.2M1
142Retirement Systems of Alabama$3.1M1
143SIR Capital Management, L.P.$3.0M1
144IFM Investors Pty Ltd$3.0M1
145&PARTNERS$3.0M1
146Freestone Grove Partners LP$2.8M1
147SEB Asset Management AB$2.8M1
148MERCER GLOBAL ADVISORS INC /ADV$2.8M1
149STOREBRAND ASSET MANAGEMENT AS$2.8M1
150PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$2.8M1
151O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.7M1
152Illinois Municipal Retirement Fund$2.6M1
153National Pension Service$2.6M1
154Daiwa Securities Group Inc.$2.5M1
155ASR Vermogensbeheer N.V.$2.5M1
156Creative Planning$2.5M1
157Atria Investments, Inc$2.4M1
158Utah Retirement Systems$2.4M1
159PUBLIC SECTOR PENSION INVESTMENT BOARD$2.4M1
160Henshaw Capital LLC$2.4M1
161Avanza Fonder AB$2.4M1
162Bridgewater Associates, LP$2.3M1
163ProShare Advisors LLC$2.3M1
164Orion Porfolio Solutions, LLC$2.2M1
165OMERS ADMINISTRATION Corp$2.1M1
166BANK OF NOVA SCOTIA$2.1M1
167NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.1M1
168SIGMA INVESTMENT COUNSELORS INC$2.0M1
169Pathstone Holdings, LLC$2.0M1
170BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.0M1
171DAVENPORT & Co LLC$2.0M1
172UniSuper Management Pty Ltd$2.0M1
173NEOS Investment Management LLC$2.0M1
174BOK Financial Private Wealth, Inc.$2.0M1
175NISSAY ASSET MANAGEMENT CORP /JAPAN$2.0M1
176Vanguard Personalized Indexing Management, LLC$2.0M1
177Rockefeller Capital Management L.P.$1.9M1
178Sumitomo Mitsui DS Asset Management Company, Ltd$1.8M1
179Bank Julius Baer & Co. Ltd, Zurich$1.7M1
180OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.7M1
181MACKENZIE FINANCIAL CORP$1.7M1
182CFO4Life Group, LLC$1.7M1
183Dynamic Technology Lab Private Ltd$1.6M1
184US BANCORP \DE\$1.6M1
185Steward Partners Investment Advisory, LLC$1.6M1
186NORDEA INVESTMENT MANAGEMENT AB$1.6M1
187PRINCIPAL SECURITIES, INC.$1.6M1
188Capital International Sarl$1.6M1
189MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.6M1
190Corient Private Wealth LLC$1.5M1
191YOUSIF CAPITAL MANAGEMENT, LLC$1.5M1
192Empowered Funds, LLC$1.5M1
193OP Asset Management Ltd$1.5M1
194HighTower Advisors, LLC$1.5M1
195Cerity Partners LLC$1.4M1
196Janus Henderson Group Ltd.$1.4M1
197MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.4M1
198LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.4M1
199Inspire Advisors, LLC$1.4M1
200Factor Wealth Management LTD$1.4M1
201Roundview Capital LLC$1.4M1
202DONALDSON CAPITAL MANAGEMENT, LLC$1.4M1
203OSAIC HOLDINGS, INC.$1.4M1
204ASSETMARK, INC$1.4M1
205COMMONWEALTH EQUITY SERVICES, LLC$1.3M1
206QRG CAPITAL MANAGEMENT, INC.$1.3M1
207MITCHELL & PAHL PRIVATE WEALTH, LLC$1.3M1
208Keebeck Wealth Management$1.3M1
209MAI Capital Management$1.2M1
210ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1.2M1
211Callan Family Office, LLC$1.2M1
212Capital Wealth Alliance, LLC$1.2M1
213Kintegral Advisory, LLC$1.2M1
214MACQUARIE GROUP LTD$1.2M1
215MML INVESTORS SERVICES, LLC$1.1M1
216BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.1M1
217QUADRANT CAPITAL GROUP LLC$1.1M1
218CAXTON ASSOCIATES LLP$1.1M1
219Graham Capital Management, L.P.$1.1M1
220Investment Management Corp of Ontario$1.1M1
221Candriam S.C.A.$1.1M1
222Legato Capital Management LLC$1.0M1
223EVERGREEN CAPITAL MANAGEMENT LLC$1.0M1
224NOVEM GROUP$1.0M1
225ABN AMRO INVESTMENT SOLUTIONS$1.0M1
226Harbor Advisors LLC$1.0M1
227Taproot Management LP$1.0M1
228Assenagon Asset Management S.A.$980K1
229SCHRODER INVESTMENT MANAGEMENT GROUP$970K1
230WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$944K1
231HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$932K1
232ClearAlpha Technologies LP$924K1
233Snowden Capital Advisors LLC$918K1
234Havemeyer Place LP$912K1
235MIZUHO SECURITIES USA LLC$895K1
236Heritage Family Offices, LLP$881K1
237Vident Advisory, LLC$866K1
238CANADA PENSION PLAN INVESTMENT BOARD$859K1
239Ethic Inc.$828K1
240Ameritas Advisory Services, LLC$828K1
241Allianz Asset Management GmbH$803K1
242Advisors Asset Management, Inc.$794K1
243Sepio Capital, LP$769K1
244M&T BANK CORP$751K1
245Curi Capital, LLC$751K1
246Blue Trust, Inc.$751K1
247Metis Global Partners, LLC$738K1
248Brooklyn Investment Group$735K1
249Maryland State Retirement & Pension System$729K1
250Marshall Financial Group, LLC$721K1
251CWM, LLC$703K1
252Qsemble Capital Management, LP$692K1
253Norinchukin Bank, The$687K1
254TOKIO MARINE ASSET MANAGEMENT CO LTD$685K1
255ELEVATION POINT WEALTH PARTNERS, LLC$669K1
256Concurrent Investment Advisors, LLC$663K1
257Sequoia Financial Advisors, LLC$658K1
258HB Wealth Management, LLC$656K1
259PRUDENTIAL PLC$651K1
260Numerai GP LLC$650K1
261COMMERCE BANK$648K1
262Invariant Investment Management$644K1
263Polymer Capital Management (US) LLC$642K1
264Allspring Global Investments Holdings, LLC$630K1
265COLDSTREAM CAPITAL MANAGEMENT INC$625K1
2661832 Asset Management L.P.$614K1
267MUFG Securities EMEA plc$609K1
268OFI INVEST ASSET MANAGEMENT$608K1
269BLAIR WILLIAM & CO/IL$606K1
270MOKAN Wealth Management Inc.$588K1
271Private Advisor Group, LLC$586K1
272Wilmington Savings Fund Society, FSB$569K1
273Edgestream Partners, L.P.$569K1
274JOURNEY STRATEGIC WEALTH LLC$549K1
275IMC-Chicago, LLC$547K1
276NewEdge Advisors, LLC$544K1
277LVW Advisors, LLC$538K1
278Banque Cantonale Vaudoise$538K1
279INTECH INVESTMENT MANAGEMENT LLC$537K1
280Union Bancaire Privee, UBP SA$533K1
281Y-Intercept (Hong Kong) Ltd$532K1
282Clarity Asset Management, Inc.$524K1
283AXQ CAPITAL, LP$519K1
284Osmosis Investment Management UK Ltd$514K1
285ROYAL LONDON ASSET MANAGEMENT LTD$513K1
286Dai-ichi Life Insurance Company, Ltd$512K1
287Jefferies Financial Group Inc.$511K1
288NOMURA HOLDINGS INC$507K1
289Envestnet Portfolio Solutions, Inc.$499K1
290Global X Japan Co., Ltd.$489K1
291KESTRA PRIVATE WEALTH SERVICES, LLC$482K1
292NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$474K1
293Waverly Advisors, LLC$467K1
294Westerkirk Capital Inc.$467K1
295Impact Capital Partners LLC$463K1
296Atala Financial Inc$462K1
297Belpointe Asset Management LLC$458K1
298PANAGORA ASSET MANAGEMENT INC$449K1
299Gibbs Wealth Management$442K1
300E. Ohman J:or Asset Management AB$435K1
301North Dakota State Investment Board$431K1
302SECURIAN ASSET MANAGEMENT, INC$418K1
303SIH Partners, LLLP$411K1
304Cherry Tree Wealth Management, LLC$388K1
305Kathmere Capital Management, LLC$383K1
306NIXON PEABODY TRUST CO$374K1
307Merit Financial Group, LLC$369K1
308Bryn Mawr Trust Advisors, LLC$357K1
309Vontobel Holding Ltd.$344K1
310Penobscot Investment Management Company, Inc.$334K1
311UNITED CAPITAL FINANCIAL ADVISORS, LLC$333K1
312ING GROEP NV$332K1
313Procyon Advisors, LLC$332K1
314Verition Fund Management LLC$330K1
315INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$325K1
316Peak Asset Management, LLC$325K1
317CIBC WORLD MARKET INC.$324K1
318INTRUST BANK NA$322K1
319CI INVESTMENTS INC.$317K1
320JANE STREET GROUP, LLC$316K1
321Crossmark Global Holdings, Inc.$315K1
322Foster Group, Inc.$307K1
323EVERPAR ADVISORS LLC$302K1
324Baron Wealth Management LLC$293K1
325GTS SECURITIES LLC$289K1
326PATTON FUND MANAGEMENT, INC.$286K1
327Sagewood Asset Management LP$282K1
328Walleye Capital LLC$281K1
329NORDEN GROUP LLC$277K1
330New England Research & Management, Inc.$272K1
331AE Wealth Management LLC$269K1
332Wealthfront Advisers LLC$268K1
333Larson Financial Group LLC$262K1
334WEALTH ALLIANCE, LLC$257K1
335JAMISON PRIVATE WEALTH MANAGEMENT, INC.$257K1
336Apella Capital, LLC$251K1
337Apollon Wealth Management, LLC$251K1
338GREENLEAF TRUST$246K1
339Cypress Wealth Services, LLC$246K1
340DV Trading LLC$241K1
341Keudell/Morrison Wealth Management$240K1
342DIVERSIFY WEALTH MANAGEMENT, LLC$238K1
343Checchi Capital Advisers, LLC$237K1
344OneDigital Investment Advisors LLC$236K1
3454J Wealth Management LLC$233K1
346Cane Capital Partners, LLC$232K1
347Longaeva Partners L.P.$230K1
348AlTi Global, Inc.$229K1
349Vise Technologies, Inc.$229K1
350CADINHA & CO LLC$227K1
351EVOLVE PRIVATE WEALTH, LLC$227K1
352SIGNATUREFD, LLC$221K1
353DRW Securities, LLC$221K1
354TEACHER RETIREMENT SYSTEM OF TEXAS$220K1
355GREAT LAKES ADVISORS, LLC$218K1
356EXCHANGE TRADED CONCEPTS, LLC$218K1
357Outlook Wealth Advisors, LLC$218K1
358Thrive Wealth Management, LLC$215K1
359TruNorth Capital Management, LLC$212K1
360GENESIS PRIVATE WEALTH, LLC$210K1
361Ballentine Partners, LLC$208K1
362SIG BROKERAGE, LP$208K1
363Siemens Fonds Invest GmbH$207K1
364Laird Norton Wetherby Trust Company, LLC$204K1
365Cadent Capital Advisors, LLC$203K1
366Stratos Investment Management, LLC$200K1
367Aster Capital Management (DIFC) Ltd$184K1
368MCF Advisors LLC$158K1
369NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$145K1
370TEMA ETFS LLC$137K1
371Ameritas Investment Partners, Inc.$133K1
372Tower Research Capital LLC (TRC)$115K1
373FIL Ltd$108K1
374Transamerica Financial Advisors, LLC$103K1
375Annis Gardner Whiting Capital Advisors, LLC$81.7K1
376Walleye Trading LLC$81.2K1
377Generali Asset Management SPA SGR$80.8K1
378DHJJ Financial Advisors, Ltd.$69.6K1
379HM PAYSON & CO$62.7K1
380Financially Speaking Inc$61.7K1
381LORD, ABBETT & CO. LLC$60.5K1
382Pinnacle Wealth Planning Services, Inc.$53.4K1
383Leonteq Securities AG$52.0K1
384Smartleaf Asset Management LLC$48.5K1
385Indiana Trust & Investment Management Co$46.4K1
386UMB Bank, n.a.$38.1K1
387Allworth Financial LP$33.0K1
388MATHER GROUP, LLC.$32.0K1
389DT Investment Partners, LLC$32.0K1
390WealthCollab, LLC$31.1K1
391TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$31.1K1
392TD Waterhouse Canada Inc.$30.6K1
393N.E.W. Advisory Services LLC$29.7K1
394NATIXIS ADVISORS, LLC$26.3K1
395TOTH FINANCIAL ADVISORY CORP$20.0K1
396State of Wyoming$19.0K1
397JFS WEALTH ADVISORS, LLC$18.1K1
398Arax Advisory Partners$18.1K1
399Salomon & Ludwin, LLC$16.8K1
400Cromwell Holdings LLC$16.3K1
401Parkside Financial Bank & Trust$16.2K1
402Manchester Capital Management LLC$14.9K1
403CVA Family Office, LLC$14.9K1
404ACADIAN ASSET MANAGEMENT LLC$14.5K1
405ENTRUST FINANCIAL LLC$14.4K1
406Frazier Financial Advisors, LLC$13.5K1
407Signature Equity Partners, LLC$13.2K1
408Crewe Advisors LLC$12.1K1
409Measured Wealth Private Client Group, LLC$12.1K1
410Johnson Financial Group, Inc.$11.7K1
411Owl Creek Wealth Partners LLC$10.2K1
412SIMPLEX TRADING, LLC$10.2K1
413BEACON INVESTMENT ADVISORY SERVICES, INC.$9.7K1
414MEEDER ASSET MANAGEMENT INC$8.4K1
415DAGCO, INC.$8.4K1
416CANADA LIFE ASSURANCE Co$7.9K1
417DekaBank Deutsche Girozentrale$7.4K1
418ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$7.0K1
419Clearstead Advisors, LLC$7.0K1
420Bell Investment Advisors, Inc$7.0K1
421ELEVATION WEALTH PARTNERS, LLC$6.5K1
422Treasurer of the State of North Carolina$6.3K1
423First Pacific Financial$6.0K1
424Mn Services Vermogensbeheer B.V.$5.7K1
425United Financial Planning Group LLC$5.1K1
426Private Wealth Management Group, LLC$4.6K1
427MidFirst Bank$4.6K1
428BARTLETT & CO. WEALTH MANAGEMENT LLC$4.6K1
429Sachetta, LLC$4.2K1
430WOLFF WIESE MAGANA LLC$3.7K1
431Altshuler Shaham Ltd$3.7K1
432KBC Group NV$3.4K1
433Financial Network Wealth Advisors LLC$3.3K1
434JONES FINANCIAL COMPANIES LLLP$3.2K1
435Asset Dedication, LLC$3.2K1
436SJS Investment Consulting Inc.$3.2K1
437DiNuzzo Private Wealth, Inc.$3.2K1
438AMALGAMATED BANK$3.1K1
439IMG Wealth Management, Inc.$2.8K1
440Ilmarinen Mutual Pension Insurance Co$2.5K1
441Valued Wealth Advisors LLC$2.3K1
442WEBSTER BANK, N. A.$2.3K1
443EASTERN BANK$2.3K1
444SUMMIT SECURITIES GROUP LLC$2.3K1
445J.Safra Asset Management Corp$2.3K1
446Keating Financial Advisory Services, Inc.$2.3K1
447Retirement Wealth Solutions LLC$1.9K1
448Rialto Wealth Management, LLC$1.9K1
449Wealth Enhancement Trust Services, Inc.$1.9K1
450VALLEY NATIONAL ADVISERS INC$1.8K1
451State of Alaska, Department of Revenue$1.5K1
452Raleigh Capital Management Inc.$1.4K1
453Vermillion Wealth Management, Inc.$1.4K1
454SHP Wealth Management$1.4K1
455MCGUIRE CAPITAL ADVISORS INC$1.4K1
456SouthState Bank Corp$9291
457Quaker Wealth Management, LLC$9291
458Addison Advisors LLC$9291
459True Wealth Design, LLC$9291
460HFM Investment Advisors, LLC$9281
461Vestcor Inc$7771
462Spire Wealth Management$6961
463THRIVENT FINANCIAL FOR LUTHERANS$5881
464MV CAPITAL MANAGEMENT, INC.$4651
465Physician Wealth Advisors, Inc.$4651
466TFC Financial Management, Inc.$4651
467DecisionPoint Financial, LLC$4651
468American Capital Advisory, LLC$4651
469Seneschal Advisors, LLC$4651
470Activest Wealth Management$4641
471Wall Street Financial Group, Inc.$4641
472Synergy Investment Management, LLC$4641
473Burk Holdings LLC$4641
474Penserra Capital Management LLC$3441
475CENTAURUS FINANCIAL, INC.$3191
476GSA CAPITAL PARTNERS LLP$2771
477Smithfield Trust Co$1001
478Harel Insurance Investments & Financial Services Ltd.$201
479CX Institutional$201
480Capital Advisors, Ltd. LLC$161
481Capital Analysts, LLC$101
482Westfuller Advisors, LLC$21
483Avion Wealth$01
484VANGUARD GROUP INC— value not disclosed1
485GLENMEDE TRUST CO NA— value not disclosed1
486HANCOCK WHITNEY CORP— value not disclosed1
487HARBOUR INVESTMENTS, INC.— value not disclosed1
488HOWARD HUGHES MEDICAL INSTITUTE— value not disclosed1
489NBT BANK, N.A.— value not disclosed1
490COMERICA BANK— value not disclosed1
491StoneX Group Inc.— value not disclosed1
492VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
493OSTERWEIS CAPITAL MANAGEMENT INC— value not disclosed1
494D. E. Shaw & Co., Inc.— value not disclosed1
495RENAISSANCE TECHNOLOGIES LLC— value not disclosed1
496GROUPAMA ASSET MANAGMENT— value not disclosed1
497CIBC WORLD MARKETS CORP— value not disclosed1
498PARK AVENUE SECURITIES LLC— value not disclosed1
499PRUDENTIAL FINANCIAL INC— value not disclosed1
500LAZARD ASSET MANAGEMENT LLC— value not disclosed1
Truncated by Public Filings. Every one of the 483 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 LII

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for LII · financials and macro

Financials — as filed PLANNED

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