Public record / Tickers / LOPE

LOPE — Grand Canyon Education, Inc.†

Both disclosure regimes on one name: who in Congress filed about LOPE, 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
12
all PTR rows naming LOPE
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
06-08
filed 2024-06-08
13F holders
411
top-411 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 2019-12-09 → filed 2019-12-31. Ranked over every LOPE row by the provable lower bound, never a point estimate.

No member disclosed LOPE 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

No dated LOPE 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 LOPE · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning LOPE
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2024-06-08Josh Gottheimer D–NJ-5BUY JT (jointly owned)Traded 05-06 +33d$1K–$15K
2024-02-15Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 01-09 +37d$1K–$15K
2024-01-07Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 2023-12-20 +18d$1K–$15K
2021-08-09Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 07-01 +39d$1K–$15K
2020-11-09Greg Gianforte R–MT-ALSELL partial · JT (partial sale, jointly owned)Traded 10-13 +27d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 12 ↗

Members active in LOPE

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

No member disclosed LOPE in the trailing 12 months.

Congress ↔ notable managers · LOPE

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 $23.4M held
Trimming
1 Bridgewater Associates $257K held

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

Merged timeline of congressional filings and notable-manager moves on LOPE
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+98,319 sh
2026-05-15Bridgewater Associates 13FTRIM−8,367 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 LOPE for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$478M1
2FMR LLC$456M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$220M1
4VANGUARD CAPITAL MANAGEMENT LLC$209M1
5WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$167M1
6STATE STREET CORP$146M1
7DIMENSIONAL FUND ADVISORS LP$106M1
8AQR CAPITAL MANAGEMENT LLC$88.1M1
9BANK OF MONTREAL /CAN/$78.5M1
10Invesco Ltd.$65.2M1
11Boston Partners$63.2M1
12FIL Ltd$60.5M1
13Quantinno Capital Management LP$56.0M1
14MORGAN STANLEY$53.9M1
15WASATCH ADVISORS LP$53.8M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$52.1M1
17NORTHERN TRUST CORP$46.2M1
18No Street GP LP$38.3M1
19Capital Research Global Investors$38.1M1
20RENAISSANCE TECHNOLOGIES LLC$36.6M1
21MASSACHUSETTS FINANCIAL SERVICES CO /MA/$35.9M1
22ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$31.5M1
23ABN AMRO Bank N.V.$30.7M1
24VANGUARD FIDUCIARY TRUST CO$29.1M1
25ENVESTNET ASSET MANAGEMENT INC$26.9M1
26BANK OF AMERICA CORP /DE/$24.4M1
27D. E. Shaw & Co., Inc.$23.7M1
28Gotham Asset Management, LLC$23.4M1
29Qube Research & Technologies Ltd$22.3M1
30Point72 Asset Management, L.P.$21.0M1
31AMERICAN CENTURY COMPANIES INC$18.6M1
32PANAGORA ASSET MANAGEMENT INC$18.1M1
33Allianz Asset Management GmbH$17.9M1
34CITADEL ADVISORS LLC$16.6M1
35Amundi$14.2M1
36Prospect Capital Advisors, LLC$13.7M1
37PUBLIC SECTOR PENSION INVESTMENT BOARD$13.0M1
38UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$12.5M1
39CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$12.4M1
40ABN AMRO INVESTMENT SOLUTIONS$11.6M1
41PRINCIPAL FINANCIAL GROUP INC$10.5M1
42CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$10.0M1
43FIRST SABREPOINT CAPITAL MANAGEMENT LP$9.9M1
44OPPENHEIMER ASSET MANAGEMENT INC.$9.8M1
45Swiss National Bank$9.4M1
46Foresight Group Ltd Liability Partnership$9.4M1
47DEUTSCHE BANK AG\$9.1M1
48RAYMOND JAMES FINANCIAL INC$9.0M1
49STATE OF WISCONSIN INVESTMENT BOARD$8.9M1
50Nuveen, LLC$8.9M1
51UBS Group AG$8.8M1
52ROYAL BANK OF CANADA$8.1M1
53ALLIANCEBERNSTEIN L.P.$8.1M1
54FIRST TRUST ADVISORS LP$7.9M1
55Skylands Capital, LLC$7.9M1
56TEACHER RETIREMENT SYSTEM OF TEXAS$7.8M1
57MILLENNIUM MANAGEMENT LLC$7.4M1
58JANE STREET GROUP, LLC$7.2M1
59Legal & General Group Plc$7.0M1
60Man Group plc$6.8M1
61BANK OF NOVA SCOTIA$6.2M1
62Vident Advisory, LLC$5.9M1
63Crossmark Global Holdings, Inc.$5.9M1
64Riverwater Partners LLC$5.8M1
65Retirement Systems of Alabama$5.8M1
66Engineers Gate Manager LP$5.8M1
67Sovereign's Capital Management, LLC$5.7M1
68VOYA INVESTMENT MANAGEMENT LLC$5.3M1
69Universal- Beteiligungs- und Servicegesellschaft mbH$5.0M1
70STIFEL FINANCIAL CORP$4.8M1
71FRANKLIN RESOURCES INC$4.7M1
72Creative Planning$4.6M1
73STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$4.6M1
74VANGUARD ASSET MANAGEMENT, Ltd$4.4M1
75Trexquant Investment LP$4.4M1
76Cerity Partners LLC$4.4M1
77WINTON GROUP Ltd$4.4M1
78BARCLAYS PLC$4.3M1
79CITIGROUP INC$3.8M1
80HEARTLAND ADVISORS INC$3.5M1
81SEI INVESTMENTS CO$3.5M1
82ExodusPoint Capital Management, LP$3.4M1
83MANUFACTURERS LIFE INSURANCE COMPANY, THE$3.3M1
84Holocene Advisors, LP$3.3M1
85Corient Private Wealth LLC$3.2M1
86Assenagon Asset Management S.A.$3.2M1
87Inspire Investing, LLC$3.1M1
88WORLDQUANT MILLENNIUM ADVISORS LLC$3.0M1
89Bridge City Capital, LLC$3.0M1
90Blackstone Inc.$2.8M1
91RBF Capital, LLC$2.6M1
92State of New Jersey Common Pension Fund D$2.5M1
93Cetera Investment Advisers$2.4M1
94US BANCORP \DE\$2.4M1
95IEQ CAPITAL, LLC$2.3M1
96Janus Henderson Group Ltd.$2.3M1
97SCHRODER INVESTMENT MANAGEMENT GROUP$2.2M1
98Quadrature Capital Ltd$2.1M1
99LPL Financial LLC$2.1M1
100HSBC HOLDINGS PLC$2.0M1
101ONTARIO TEACHERS PENSION PLAN BOARD$2.0M1
102ZACKS INVESTMENT MANAGEMENT$2.0M1
103Focus Partners Wealth$2.0M1
104MACQUARIE GROUP LTD$1.9M1
105Vanguard Global Advisers, LLC$1.9M1
106XTX Topco Ltd$1.9M1
107Dynamic Technology Lab Private Ltd$1.9M1
108NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$1.9M1
109Oak Thistle LLC$1.9M1
110CANADA PENSION PLAN INVESTMENT BOARD$1.9M1
111WELLINGTON MANAGEMENT GROUP LLP$1.8M1
112NewEdge Wealth, LLC$1.8M1
113MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.8M1
114OCCUDO QUANTITATIVE STRATEGIES LP$1.8M1
115POSTROCK PARTNERS LLC$1.8M1
116Summit Trail Advisors, LLC$1.8M1
117FIFTH THIRD BANCORP$1.7M1
118Brevan Howard Capital Management LP$1.7M1
119OSSIAM$1.7M1
120&PARTNERS$1.6M1
121Y-Intercept (Hong Kong) Ltd$1.6M1
122Zurcher Kantonalbank (Zurich Cantonalbank)$1.6M1
123MERCER GLOBAL ADVISORS INC /ADV$1.6M1
124LAZARD ASSET MANAGEMENT LLC$1.6M1
125Mitsubishi UFJ Trust & Banking Corp$1.5M1
126Values First Advisors, Inc.$1.5M1
127OSAIC HOLDINGS, INC.$1.4M1
128VICTORY CAPITAL MANAGEMENT INC$1.4M1
129TWO SIGMA INVESTMENTS, LP$1.4M1
130Schonfeld Strategic Advisors LLC$1.4M1
131YOUSIF CAPITAL MANAGEMENT, LLC$1.4M1
132CREDIT AGRICOLE S A$1.4M1
133FOX RUN MANAGEMENT, L.L.C.$1.3M1
134Orion Porfolio Solutions, LLC$1.3M1
135Arizona State Retirement System$1.3M1
136Vanguard Investments Australia, Ltd.$1.2M1
137New Age Alpha Advisors, LLC$1.2M1
138COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.2M1
139Caprock Group, LLC$1.2M1
140Inscription Capital, LLC$1.1M1
141STATE OF MICHIGAN RETIREMENT SYSTEM$1.1M1
142Vanguard Personalized Indexing Management, LLC$1.1M1
143EXCHANGE TRADED CONCEPTS, LLC$1.1M1
144TRUIST FINANCIAL CORP$1.1M1
145Edgestream Partners, L.P.$1.1M1
146WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.1M1
147NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.1M1
148Ensign Peak Advisors, Inc$1.0M1
149Empowered Funds, LLC$993K1
150OREGON PUBLIC EMPLOYEES RETIREMENT FUND$959K1
151NOVEM GROUP$892K1
152CWM, LLC$875K1
153Ameritas Investment Partners, Inc.$861K1
154Graham Capital Management, L.P.$797K1
155Atria Investments, Inc$797K1
156TWIN CAPITAL MANAGEMENT INC$788K1
157NewEdge Advisors, LLC$786K1
158Headlands Technologies LLC$783K1
159GUGGENHEIM CAPITAL LLC$775K1
160Pictet Asset Management Holding SA$771K1
161MML INVESTORS SERVICES, LLC$756K1
162Callan Family Office, LLC$748K1
163ASSETMARK, INC$729K1
164Kera Capital Partners, Inc.$710K1
165XPONANCE LLC$705K1
166CAPSTONE INVESTMENT ADVISORS, LLC$696K1
167DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$694K1
168FIDUCIARY TRUST CO$690K1
169BENJAMIN EDWARDS INC$684K1
170BTC Capital Management, Inc.$659K1
171CIBC Bancorp USA Inc.$658K1
172Connor, Clark & Lunn Investment Management Ltd.$650K1
173LECAP ASSET MANAGEMENT LTD$643K1
174Empirical Asset Management, LLC$643K1
175Inspire Advisors, LLC$613K1
176BURNEY CO/$610K1
177O'SHAUGHNESSY ASSET MANAGEMENT, LLC$606K1
178Allspring Global Investments Holdings, LLC$604K1
179Marshall Financial Group, LLC$599K1
180Perbak Capital Partners LLP$590K1
181COLDSTREAM CAPITAL MANAGEMENT INC$587K1
182VIRTUS ADVISERS, LLC$577K1
183Parkside Financial Bank & Trust$565K1
184WELLS FARGO & COMPANY/MN$555K1
185Chicago Partners Investment Group LLC$535K1
186Precision Wealth Strategies, LLC$525K1
187M&T BANK CORP$519K1
188Aaron Wealth Advisors LLC$518K1
189ALPS ADVISORS INC$514K1
190Fieldview Capital Management, LLC$509K1
191FEDERATED HERMES, INC.$504K1
192COMMERCE BANK$500K1
193CHOREO, LLC$498K1
194Tidal Investments LLC$480K1
195Radnor Capital Management, LLC$476K1
196HighTower Advisors, LLC$475K1
197LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$474K1
198Pathstone Holdings, LLC$466K1
199AVIVA PLC$464K1
200EVERGREEN CAPITAL MANAGEMENT LLC$435K1
201Voya Financial Advisors, Inc.$432K1
202Candriam S.C.A.$430K1
203Pinnacle Financial Partners, Inc.$428K1
204Tower Research Capital LLC (TRC)$413K1
205Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$405K1
206WEALTH ALLIANCE, LLC$403K1
207Baron Wealth Management LLC$402K1
208Net Worth Advisory Group$401K1
209MIRABELLA FINANCIAL SERVICES LLP$396K1
210ESSEX INVESTMENT MANAGEMENT CO LLC$391K1
211SILVER OAK SECURITIES, INCORPORATED$389K1
212Sanctuary Advisors, LLC$385K1
213Sequoia Financial Advisors, LLC$373K1
214Brooklyn Investment Group$373K1
215Magnetar Financial LLC$367K1
216KESTRA PRIVATE WEALTH SERVICES, LLC$353K1
217BROWN ADVISORY INC$352K1
218Quantum Portfolio Management LLC$346K1
219SECURIAN ASSET MANAGEMENT, INC$344K1
220DRW Securities, LLC$344K1
221Private Advisor Group, LLC$341K1
222Baker Avenue Asset Management, LP$336K1
223TWO SIGMA SECURITIES, LLC$329K1
224Squarepoint Ops LLC$328K1
225QUADRANT CAPITAL GROUP LLC$328K1
226HUB Investment Partners, LLC$327K1
227MACKENZIE FINANCIAL CORP$318K1
228Ifrah Financial Services, Inc.$314K1
229BOOTHBAY FUND MANAGEMENT, LLC$313K1
230State of Wyoming$307K1
231Baird Financial Group, Inc.$294K1
232Uncommon Cents Investing LLC$294K1
233PRUDENTIAL FINANCIAL INC$294K1
234Optas, LLC$291K1
235Hardy Reed LLC$277K1
236Frec Markets, Inc.$276K1
237Caitlin John, LLC$274K1
238Central Pacific Bank - Trust Division$270K1
239Financiere des Professionnels - Fonds d'investissement inc.$270K1
240Swiss Life Asset Management Ltd$269K1
241EP Wealth Advisors, LLC$267K1
242Aristides Capital LLC$258K1
243Bridgewater Associates, LP$257K1
244Citizens Business Bank$257K1
245Merit Financial Group, LLC$256K1
246Utah Retirement Systems$250K1
247QRG CAPITAL MANAGEMENT, INC.$246K1
248Cambria Investment Management, L.P.$239K1
249Smartleaf Asset Management LLC$237K1
250ClearAlpha Technologies LP$237K1
251CLEAR WAVE WEALTH MANAGEMENT LLC$236K1
252Aquatic Capital Management LLC$233K1
253Cresset Asset Management, LLC$231K1
254Maryland State Retirement & Pension System$230K1
255MGO ONE SEVEN LLC$228K1
256SkyOak Wealth, LLC$227K1
257Arax Advisory Partners$225K1
258REGIONS FINANCIAL CORP$225K1
259OneDigital Investment Advisors LLC$222K1
260Aster Capital Management (DIFC) Ltd$214K1
261BLAIR WILLIAM & CO/IL$210K1
262nVerses Capital, LLC$210K1
263HOHIMER WEALTH MANAGEMENT, LLC$210K1
264Geneos Wealth Management Inc.$204K1
265PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$204K1
266UNITED CAPITAL FINANCIAL ADVISORS, LLC$203K1
267Jefferies Financial Group Inc.$203K1
268Bayforest Capital Ltd$202K1
269Claro Advisors Inc.$201K1
270Freestone Grove Partners LP$192K1
271SIGNATUREFD, LLC$164K1
272Avanza Fonder AB$138K1
273Rockefeller Capital Management L.P.$135K1
274BARD ASSOCIATES INC$115K1
275BNP Paribas Asset Management Holding S.A.$109K1
276JPL Wealth Management, LLC$79.9K1
277Blue Trust, Inc.$79.7K1
278MCGUIRE CAPITAL ADVISORS INC$71.1K1
279MAI Capital Management$67.7K1
280Quarry LP$66.3K1
281UMB Bank, n.a.$63.9K1
282Cypress Capital Management LLC (WY)$63.8K1
283Daiwa Securities Group Inc.$59.7K1
284SJS Investment Consulting Inc.$58.2K1
285Crewe Advisors LLC$51.0K1
286True Wealth Design, LLC$39.3K1
287Larson Financial Group LLC$34.7K1
288Leonteq Securities AG$33.2K1
289Allworth Financial LP$28.0K1
290INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$26.2K1
291Hilltop National Bank$19.6K1
292ALGERT GLOBAL LLC$18.0K1
293Annis Gardner Whiting Capital Advisors, LLC$16.7K1
294JONES FINANCIAL COMPANIES LLLP$16.5K1
295MATHER GROUP, LLC.$16.5K1
296Federation des caisses Desjardins du Quebec$16.5K1
297Meramec Financial Planners, LLC$14.5K1
298DekaBank Deutsche Girozentrale$14.0K1
299WealthCollab, LLC$11.7K1
300Financial Network Wealth Advisors LLC$10.5K1
301Grove Bank & Trust$9.4K1
302Treasurer of the State of North Carolina$9.1K1
303Harel Insurance Investments & Financial Services Ltd.$8.1K1
304HRT FINANCIAL LP$7.9K1
305Bell Investment Advisors, Inc$7.1K1
306JFS WEALTH ADVISORS, LLC$6.1K1
307NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6.1K1
308THRIVENT FINANCIAL FOR LUTHERANS$5.7K1
309JNBA Financial Advisors$5.4K1
310Triumph Capital Management$5.1K1
311Valued Wealth Advisors LLC$5.1K1
312Mitsubishi UFJ Asset Management Co., Ltd.$4.9K1
313ELEVATION WEALTH PARTNERS, LLC$4.4K1
314Altshuler Shaham Ltd$4.3K1
315First Eagle Investment Management, LLC$4.1K1
316CVA Family Office, LLC$3.9K1
317Keating Financial Advisory Services, Inc.$3.9K1
318SIMPLEX TRADING, LLC$3.2K1
319Activest Wealth Management$3.1K1
320KBC Group NV$3.0K1
321CANADA LIFE ASSURANCE Co$2.9K1
322State of Alaska, Department of Revenue$2.7K1
323Beaird Harris Wealth Management, LLC$2.6K1
324COUNTRY TRUST BANK$2.4K1
325NATIXIS ADVISORS, LLC$2.2K1
326Private Wealth Management Group, LLC$2.0K1
327Steward Partners Investment Advisory, LLC$2.0K1
328Transamerica Financial Advisors, LLC$1.9K1
329Clearstead Advisors, LLC$1.7K1
330ALBION FINANCIAL GROUP /UT$1.7K1
331PICTON MAHONEY ASSET MANAGEMENT$1.4K1
332DiNuzzo Private Wealth, Inc.$1.2K1
333Kilter Group LLC$1.2K1
334Cromwell Holdings LLC$1.2K1
335SHP Wealth Management$8501
336Summit Global Investments$8021
337PARK AVENUE SECURITIES LLC$7841
338Rialto Wealth Management, LLC$6811
339GSA CAPITAL PARTNERS LLP$5931
340Signature Equity Partners, LLC$5101
341Vermillion Wealth Management, Inc.$3401
342HFM Investment Advisors, LLC$3401
343Vestcor Inc$2551
344Claret Asset Management Corp$2051
345TFC Financial Management, Inc.$1711
346Godfrey Financial Associates, Inc.$1701
347Employees Retirement System of Texas$371
348Navigoe, LLC$11
349Avion Wealth$01
350VANGUARD GROUP INC— value not disclosed1
351HARBOUR INVESTMENTS, INC.— value not disclosed1
352COMERICA BANK— value not disclosed1
353ACADIAN ASSET MANAGEMENT LLC— value not disclosed1
354TORONTO DOMINION BANK— value not disclosed1
355VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
356ING GROEP NV— value not disclosed1
357OAK RIDGE INVESTMENTS LLC— value not disclosed1
358INTECH INVESTMENT MANAGEMENT LLC— value not disclosed1
359CSS LLC/IL— value not disclosed1
360AZZAD ASSET MANAGEMENT INC /ADV— value not disclosed1
361NOMURA HOLDINGS INC— value not disclosed1
362BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
363CIBC Private Wealth Group LLC— value not disclosed1
364Mariner, LLC— value not disclosed1
365NORGES BANK— value not disclosed1
366Robeco Institutional Asset Management B.V.— value not disclosed1
367SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC— value not disclosed1
368SUSQUEHANNA INTERNATIONAL GROUP, LLP— value not disclosed1
369Verition Fund Management LLC— value not disclosed1
370TWO SIGMA ADVISERS, LP— value not disclosed1
371SG Capital Management LLC— value not disclosed1
372Skandinaviska Enskilda Banken AB (publ)— value not disclosed1
373HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND— value not disclosed1
374Camelot Portfolios, LLC— value not disclosed1
375Krilogy Financial LLC— value not disclosed1
376CAPITAL INSIGHT PARTNERS, LLC— value not disclosed1
377CWA Asset Management Group, LLC— value not disclosed1
378Clearstead Trust, LLC— value not disclosed1
379Pinnacle Wealth Planning Services, Inc.— value not disclosed1
380Blueshift Asset Management, LLC— value not disclosed1
381Vestmark Advisory Solutions, Inc.— value not disclosed1
382Atom Investors LP— value not disclosed1
383Global Retirement Partners, LLC— value not disclosed1
384Walleye Capital LLC— value not disclosed1
385Salomon & Ludwin, LLC— value not disclosed1
386CBIZ Investment Advisory Services, LLC— value not disclosed1
387Concord Wealth Partners— value not disclosed1
388Kestra Advisory Services, LLC— value not disclosed1
389CHILDRESS CAPITAL ADVISORS, LLC— value not disclosed1
390Spire Wealth Management— value not disclosed1
391Optiver Holding B.V.— value not disclosed1
392Hennion & Walsh Asset Management, Inc.— value not disclosed1
393Pallas Capital Advisors LLC— value not disclosed1
394Focus Partners Advisor Solutions, LLC— value not disclosed1
395AlphaQuest LLC— value not disclosed1
396Snowden Capital Advisors LLC— value not disclosed1
397Stegent Equity Advisors, Inc.— value not disclosed1
398SageView Advisory Group, LLC— value not disclosed1
399Dunhill Financial, LLC— value not disclosed1
400Gallacher Capital Management LLC— value not disclosed1
401Kestra Investment Management, LLC— value not disclosed1
402Caitong International Asset Management Co., Ltd— value not disclosed1
403Susquehanna Portfolio Strategies, LLC— value not disclosed1
404Marex Group Ltd— value not disclosed1
405Envestnet Portfolio Solutions, Inc.— value not disclosed1
406Turning Point Benefit Group, Inc.— value not disclosed1
407NDVR, Inc.— value not disclosed1
408Integrated Quantitative Investments LLC— value not disclosed1
409SAGESPRING WEALTH PARTNERS, LLC— value not disclosed1
410OPTIMA CAPITAL LLC— value not disclosed1
411United Financial Planning Group LLC— value not disclosed1
Truncated by Public Filings. Every one of the 349 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 LOPE

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for LOPE · financials and macro

Financials — as filed PLANNED

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