Public record / Tickers / LW

LW — Lamb Weston Holdings, Inc.†

Both disclosure regimes on one name: who in Congress filed about LW, 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
29
all PTR rows naming LW
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
02-13
filed 2025-02-13
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

Sara Jacobs · $15.0K–$50.0K

SELL · traded 2021-04-09 → filed 2021-05-28. Ranked over every LW row by the provable lower bound, never a point estimate.

No member disclosed LW 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.

9 rows 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

3 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. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING LW · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning LW
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-02-13Robert P. Bresnahan, Jr. R–PA-8SELL JT (jointly owned)Traded 01-13 +31d$1K–$15K
2025-02-12Julie Johnson D–TX-32SELL JT (jointly owned)Traded 01-15 +28d$1K–$15K
2024-11-14Gary C. Peters D–MISELLTraded 10-31 +14d$1K–$15K
2021-10-12Earl Blumenauer D–OR-3BUY SP (spouse-owned)Traded 09-24 +18d$1K–$15K
2021-10-12Earl Blumenauer D–OR-3BUY SP (spouse-owned)Traded 09-24 +18d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 29 ↗

Members active in LW

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

No member disclosed LW in the trailing 12 months.

Congress ↔ notable managers · LW

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 $324K held

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

Merged timeline of congressional filings and notable-manager moves on LW
DateWhoChangeSize
2026-05-15Starboard Value 13FNEW+6,114,982 sh
2026-05-15Gotham Asset Management 13FADD+277,644 sh
2026-05-15Bridgewater Associates 13FTRIM−639 sh
2026-05-14Caxton Associates 13FNEW+39,735 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

full holders view ↗
Top institutional holders of LW for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$745M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$345M1
3VANGUARD CAPITAL MANAGEMENT LLC$264M1
4Starboard Value LP$258M1
5JANA Partners Management, LP$212M1
6STATE STREET CORP$193M1
7DIMENSIONAL FUND ADVISORS LP$116M1
8FMR LLC$95.0M1
9AQR CAPITAL MANAGEMENT LLC$85.7M1
10LONDON CO OF VIRGINIA$83.2M1
11UBS Group AG$75.4M1
12MORGAN STANLEY$69.4M1
13NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$65.9M1
14ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$61.4M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$50.6M1
16BARCLAYS PLC$49.4M1
17ROYAL LONDON ASSET MANAGEMENT LTD$45.1M1
18Clarkston Capital Partners, LLC$41.9M1
19NORTHERN TRUST CORP$40.2M1
20JUPITER ASSET MANAGEMENT LTD$39.9M1
21BRANDES INVESTMENT PARTNERS, LP$39.8M1
22VANGUARD FIDUCIARY TRUST CO$36.5M1
23Swedbank AB$35.2M1
24BANK OF AMERICA CORP /DE/$34.1M1
25ENVESTNET ASSET MANAGEMENT INC$30.0M1
26WELLS FARGO & COMPANY/MN$29.2M1
27PRINCIPAL FINANCIAL GROUP INC$29.2M1
28Amundi$24.6M1
29Nuveen, LLC$24.1M1
30HSBC HOLDINGS PLC$21.8M1
31Ensign Peak Advisors, Inc$21.5M1
32PUBLIC SECTOR PENSION INVESTMENT BOARD$21.0M1
33Invesco Ltd.$20.8M1
34AMERICAN CENTURY COMPANIES INC$19.7M1
35Janus Henderson Group Ltd.$18.4M1
36Gotham Asset Management, LLC$17.5M1
37JACOBS LEVY EQUITY MANAGEMENT, INC$16.9M1
38LIBERTY ONE INVESTMENT MANAGEMENT, LLC$16.7M1
39Alberta Investment Management Corp$15.5M1
40DEPRINCE RACE & ZOLLO INC$15.3M1
41UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$14.4M1
42FIRST TRUST ADVISORS LP$13.8M1
43Legal & General Group Plc$13.5M1
44Cerity Partners LLC$13.5M1
45LPL Financial LLC$13.0M1
46Quantinno Capital Management LP$12.8M1
47UMB Bank, n.a.$12.5M1
48HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$11.9M1
49Empowered Funds, LLC$11.9M1
50SUSQUEHANNA INTERNATIONAL GROUP, LLP$11.5M1
51CITIGROUP INC$11.4M1
52Swiss National Bank$11.0M1
53GRANDFIELD & DODD, LLC$10.7M1
54CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$9.7M1
55ROYAL BANK OF CANADA$8.9M1
56RAYMOND JAMES FINANCIAL INC$8.8M1
57LEVEL FOUR ADVISORY SERVICES, LLC$8.6M1
58Cetera Investment Advisers$8.3M1
59FRONTIER CAPITAL MANAGEMENT CO LLC$7.5M1
60HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$7.4M1
61Weiss Asset Management LP$6.9M1
62Assenagon Asset Management S.A.$6.8M1
63SHAPIRO CAPITAL MANAGEMENT LLC$6.7M1
64Rodgers Brothers Inc.$6.7M1
65Alyeska Investment Group, L.P.$6.3M1
66Freestone Grove Partners LP$6.3M1
67Kingsview Wealth Management, LLC$6.3M1
68IEQ CAPITAL, LLC$6.3M1
69BERNZOTT CAPITAL ADVISORS$6.1M1
70LEVIN CAPITAL STRATEGIES, L.P.$5.9M1
71HUNTINGTON NATIONAL BANK$5.7M1
72Leeward Investments, LLC - MA$5.5M1
73STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$5.2M1
74First Nebraska Trust Co$5.1M1
75VANGUARD ASSET MANAGEMENT, Ltd$5.1M1
76Schonfeld Strategic Advisors LLC$4.9M1
77Orion Porfolio Solutions, LLC$4.4M1
78Mariner, LLC$4.2M1
79ADAGE CAPITAL PARTNERS GP, L.L.C.$4.2M1
80MAC Alpha Capital Management, LP$4.2M1
81STIFEL FINANCIAL CORP$3.9M1
82CWM, LLC$3.8M1
83BECKER CAPITAL MANAGEMENT INC$3.8M1
84Dana Investment Advisors, Inc.$3.8M1
85Holocene Advisors, LP$3.7M1
86MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.5M1
87GUGGENHEIM CAPITAL LLC$3.5M1
88BANK OF MONTREAL /CAN/$3.4M1
89Verition Fund Management LLC$3.3M1
90Corient Private Wealth LLC$3.2M1
91Creative Planning$3.2M1
92TRILLIUM ASSET MANAGEMENT, LLC$3.2M1
93Bridgefront Capital, LLC$3.1M1
94ALLIANCEBERNSTEIN L.P.$3.1M1
95Edgestream Partners, L.P.$3.1M1
96Soviero Asset Management, LP$3.0M1
97STATE OF WISCONSIN INVESTMENT BOARD$3.0M1
98CANADA PENSION PLAN INVESTMENT BOARD$2.8M1
99PRELUDE CAPITAL MANAGEMENT, LLC$2.7M1
100Aquatic Capital Management LLC$2.7M1
101Vanguard Global Advisers, LLC$2.6M1
102Qube Research & Technologies Ltd$2.6M1
103Quadrature Capital Ltd$2.5M1
104OSAIC HOLDINGS, INC.$2.4M1
105PEAK6 LLC$2.4M1
106IQ EQ FUND MANAGEMENT (IRELAND) Ltd$2.4M1
107CAMBIAR INVESTORS LLC$2.4M1
108Woodline Partners LP$2.3M1
109FIFTH THIRD BANCORP$2.2M1
110SEI INVESTMENTS CO$2.2M1
111Zurcher Kantonalbank (Zurich Cantonalbank)$2.1M1
112MILLENNIUM MANAGEMENT LLC$2.1M1
113State of New Jersey Common Pension Fund D$2.0M1
114WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.0M1
115OpenArc Corporate Advisory, LLC$2.0M1
116D.A. DAVIDSON & CO.$1.9M1
117GWN SECURITIES INC.$1.9M1
118MERCER GLOBAL ADVISORS INC /ADV$1.8M1
119Expect Equity LLC$1.8M1
120DEUTSCHE BANK AG\$1.8M1
121MONEY CONCEPTS CAPITAL CORP$1.8M1
122GREENWOOD CAPITAL ASSOCIATES LLC$1.8M1
123MEYER HANDELMAN CO$1.8M1
124MML INVESTORS SERVICES, LLC$1.7M1
125CAXTON ASSOCIATES LLP$1.7M1
126US BANCORP \DE\$1.6M1
127Arizona State Retirement System$1.5M1
128AXQ CAPITAL, LP$1.5M1
129IMC-Chicago, LLC$1.5M1
130SIMPLEX TRADING, LLC$1.5M1
131Baird Financial Group, Inc.$1.5M1
132COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.5M1
133Tidal Investments LLC$1.4M1
134OPPENHEIMER & CO INC$1.4M1
135Vanguard Investments Australia, Ltd.$1.4M1
136MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.4M1
137HighTower Advisors, LLC$1.4M1
138Seven Six Capital Management, LLC$1.4M1
139OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.3M1
140Walleye Capital LLC$1.3M1
141Bayesian Capital Management, LP$1.3M1
142Texas Yale Capital Corp.$1.3M1
143Inspire Investing, LLC$1.2M1
144EXCHANGE TRADED CONCEPTS, LLC$1.2M1
145ASSETMARK, INC$1.2M1
146TWO SIGMA INVESTMENTS, LP$1.2M1
147Lombard Odier Asset Management (Europe) Ltd$1.2M1
148Arnhold LLC$1.2M1
149Maryland State Retirement & Pension System$1.1M1
150Investors Research Corp$1.1M1
151Focus Partners Wealth$1.1M1
152NOMURA HOLDINGS INC$1.0M1
153Kintayl Capital LP$1.0M1
154NAPLES GLOBAL ADVISORS, LLC$1.0M1
155VICTORY CAPITAL MANAGEMENT INC$929K1
156Pictet Asset Management Holding SA$900K1
157Man Group plc$882K1
158CHOREO, LLC$878K1
159Advisor OS, LLC$865K1
160ProShare Advisors LLC$853K1
161GROUP ONE TRADING LLC$829K1
162Grantham, Mayo, Van Otterloo & Co. LLC$820K1
163Universal- Beteiligungs- und Servicegesellschaft mbH$812K1
164Walleye Trading LLC$766K1
165Gallacher Capital Management LLC$763K1
166NewEdge Advisors, LLC$733K1
167Midwest Trust Co$727K1
168IPG Investment Advisors LLC$703K1
169SAXON INTERESTS, INC.$702K1
170VOYA INVESTMENT MANAGEMENT LLC$696K1
171A&I FINANCIAL SERVICES, LLC$670K1
172WINTON GROUP Ltd$666K1
173Professional Financial Advisors, LLC$651K1
174Composition Wealth, LLC$648K1
175Camelot Portfolios, LLC$634K1
176Point72 Asset Management, L.P.$634K1
177COMMONWEALTH EQUITY SERVICES, LLC$630K1
178Pathstone Holdings, LLC$630K1
179Chicago Partners Investment Group LLC$615K1
180Graham Capital Management, L.P.$605K1
181Rockefeller Capital Management L.P.$592K1
182Focus Partners Advisor Solutions, LLC$589K1
183Carson Advisory Inc.$584K1
184Summit Financial Wealth Advisors, LLC$580K1
185Summit Trail Advisors, LLC$568K1
186Capstone Financial Advisors, Inc.$566K1
187CIBC Asset Management Inc$561K1
188ROMANO BROTHERS AND COMPANY$552K1
189ALKEME WEALTH, LLC$528K1
190Polymer Capital Management (US) LLC$514K1
191ALPS ADVISORS INC$512K1
192XTX Topco Ltd$501K1
193Mitsubishi UFJ Trust & Banking Corp$497K1
194Revisor Wealth Management LLC$492K1
195State of Wyoming$480K1
196Merit Financial Group, LLC$480K1
197KESTRA PRIVATE WEALTH SERVICES, LLC$479K1
198All Terrain Financial Advisors, LLC$473K1
199First National Advisers, LLC$449K1
200OPPENHEIMER ASSET MANAGEMENT INC.$436K1
201Elo Mutual Pension Insurance Co$435K1
202ACORN CREEK CAPITAL LLC$431K1
203Vanguard Personalized Indexing Management, LLC$429K1
204XPONANCE LLC$416K1
205Vontobel Holding Ltd.$415K1
206&PARTNERS$411K1
207OneDigital Investment Advisors LLC$405K1
208Sanctuary Advisors, LLC$400K1
209FOX RUN MANAGEMENT, L.L.C.$396K1
210Swiss Life Asset Management Ltd$395K1
211Jain Global LLC$387K1
212INCEPTIONR LLC$386K1
213TRUIST FINANCIAL CORP$384K1
214BANK OF NOVA SCOTIA$383K1
215ARQ WEALTH ADVISORS, LLC$371K1
216Castle Rock Wealth Management, LLC$366K1
217Institute for Wealth Management, LLC.$360K1
218Fieldview Capital Management, LLC$360K1
219CastleKnight Management LP$355K1
220MIRABELLA FINANCIAL SERVICES LLP$347K1
221AE Wealth Management LLC$343K1
222DRW Securities, LLC$342K1
223TEACHER RETIREMENT SYSTEM OF TEXAS$327K1
224Bridgewater Associates, LP$324K1
225CREDIT AGRICOLE S A$320K1
226DAVENPORT & Co LLC$319K1
227Concurrent Investment Advisors, LLC$318K1
228FRANKLIN RESOURCES INC$316K1
229Utah Retirement Systems$304K1
230EVERGREEN CAPITAL MANAGEMENT LLC$304K1
231Atria Investments, Inc$296K1
232BLAIR WILLIAM & CO/IL$295K1
233MAI Capital Management$292K1
234CI INVESTMENTS INC.$280K1
235FEDERATED HERMES, INC.$279K1
236PRINCIPAL SECURITIES, INC.$275K1
237Morey & Quinn Wealth Partners, LLC$263K1
238O'SHAUGHNESSY ASSET MANAGEMENT, LLC$256K1
239OMERS ADMINISTRATION Corp$255K1
240LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$254K1
241M&T BANK CORP$252K1
242WealthPlan Investment Management, LLC$248K1
243SAGE RHINO CAPITAL LLC$242K1
244NATIXIS$240K1
245BEACON INVESTMENT ADVISORY SERVICES, INC.$239K1
246LAZARD ASSET MANAGEMENT LLC$238K1
247NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$237K1
248Landmark Wealth Management, LLC$232K1
249COMMERCE BANK$230K1
250Pallas Capital Advisors LLC$224K1
251BALYASNY ASSET MANAGEMENT L.P.$222K1
252Hardy Reed LLC$218K1
253PROFUND ADVISORS LLC$218K1
254Steward Partners Investment Advisory, LLC$216K1
255Magnetar Financial LLC$215K1
256CENTRAL TRUST Co$214K1
257HB Wealth Management, LLC$214K1
258IRON Financial LLC$213K1
259Inspire Advisors, LLC$213K1
260Krilogy Financial LLC$212K1
261Sterneck Capital Management, LLC$209K1
262Empirical Finance, LLC$208K1
263Bull Harbor Capital LLC$204K1
264Cresset Asset Management, LLC$202K1
265Allworth Financial LP$173K1
266Financiere des Professionnels - Fonds d'investissement inc.$156K1
267Byrne Asset Management LLC$155K1
268Arax Advisory Partners$147K1
269Signature Equity Partners, LLC$145K1
270Pinnacle Wealth Planning Services, Inc.$131K1
271Leonteq Securities AG$126K1
272BNP Paribas Asset Management Holding S.A.$115K1
273HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$113K1
274Tower Research Capital LLC (TRC)$103K1
275Geneos Wealth Management Inc.$94.8K1
276NOMURA ASSET MANAGEMENT CO LTD$79.4K1
277SWAN Capital LLC$77.1K1
278Federation des caisses Desjardins du Quebec$75.7K1
279Salomon & Ludwin, LLC$66.5K1
280Medallion Wealth Advisors, LLC$54.9K1
281Larson Financial Group LLC$54.4K1
282Eurizon Capital SGR S.p.A.$52.8K1
283BROWN, LISLE/CUMMINGS, INC.$52.7K1
284SJS Investment Consulting Inc.$48.7K1
285Jefferies Financial Group Inc.$42.4K1
286Kimelman & Baird, LLC$42.2K1
287True Wealth Design, LLC$39.1K1
288Bell Investment Advisors, Inc$34.9K1
289Truvestments Capital LLC$33.9K1
290Banque de Luxembourg S.A.$32.9K1
291Pflug Koory, LLC$32.7K1
292Meramec Financial Planners, LLC$30.1K1
293CHILTON CAPITAL MANAGEMENT LLC$28.9K1
294EDMOND DE ROTHSCHILD HOLDING S.A.$28.1K1
295Security National Bank$25.9K1
296Transamerica Financial Advisors, LLC$23.4K1
297JONES FINANCIAL COMPANIES LLLP$22.1K1
298Hartford Financial Management Inc.$19.7K1
299MCF Advisors LLC$19.0K1
300Missouri Trust & Investment Co$18.3K1
301SIGNATUREFD, LLC$18.1K1
302Cache Advisors, LLC$16.9K1
303Global X Japan Co., Ltd.$16.1K1
304Mitsubishi UFJ Asset Management Co., Ltd.$15.4K1
305ALBION FINANCIAL GROUP /UT$14.1K1
306Moisand Fitzgerald Tamayo, LLC$14.1K1
307QUADRANT CAPITAL GROUP LLC$13.5K1
308MATHER GROUP, LLC.$13.5K1
309Lavaca Capital LLC$12.8K1
310Wilmington Savings Fund Society, FSB$12.0K1
311NATIXIS ADVISORS, LLC$11.6K1
312TOMPKINS FINANCIAL CORP$11.2K1
313Triumph Capital Management$11.2K1
314SHP Wealth Management$11.0K1
315AMERIFLEX GROUP, INC.$11.0K1
316Parkside Financial Bank & Trust$10.4K1
317MTM Investment Management, LLC$9.8K1
318Keating Financial Advisory Services, Inc.$9.3K1
319Hickory Point Bank & Trust$9.2K1
320Smartleaf Asset Management LLC$9.1K1
321EASTERN BANK$8.7K1
322CALDWELL SUTTER CAPITAL, INC.$8.5K1
323ALGERT GLOBAL LLC$8.3K1
324DELTA ASSET MANAGEMENT LLC/TN$7.7K1
325North Ridge Wealth Advisors, Inc.$7.6K1
326BOK Financial Private Wealth, Inc.$6.9K1
3273 FACTOR INDEXING, LLC$6.3K1
328CVA Family Office, LLC$6.0K1
329Owl Creek Wealth Partners LLC$6.0K1
330CANADA LIFE ASSURANCE Co$5.9K1
331EFG International AG$5.3K1
332EVOLUTION WEALTH MANAGEMENT INC.$5.0K1
333HM PAYSON & CO$4.9K1
334Blue Trust, Inc.$4.8K1
335MACQUARIE GROUP LTD$4.8K1
336Cassaday & Co Wealth Management LLC$4.6K1
337Activest Wealth Management$4.5K1
338THRIVENT FINANCIAL FOR LUTHERANS$4.4K1
339Grove Bank & Trust$4.2K1
340South Dakota Investment Council$4.1K1
341Quarry LP$3.8K1
342SALEM INVESTMENT COUNSELORS INC$3.7K1
343JPL Wealth Management, LLC$3.7K1
344Clearstead Advisors, LLC$3.3K1
345State of Alaska, Department of Revenue$3.2K1
346Atlantic Union Bankshares Corp$3.2K1
347Mirae Asset Global Investments Co., Ltd.$3.0K1
348Westfuller Advisors, LLC$3.0K1
349INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$2.8K1
350Atlantic Edge Private Wealth Management, LLC$2.8K1
351Caldwell Trust Co$2.8K1
352JFS WEALTH ADVISORS, LLC$2.7K1
353Clearstead Trust, LLC$2.6K1
354TD Waterhouse Canada Inc.$2.6K1
355Rakuten Securities, Inc.$2.5K1
356Treasurer of the State of North Carolina$2.4K1
357Hilton Head Capital Partners, LLC$2.1K1
358Accordant Advisory Group Inc$1.7K1
359CLEAR INVESTMENT RESEARCH, LLC$1.4K1
360Destiny Wealth Partners, LLC$1.4K1
361Vermillion Wealth Management, Inc.$1.3K1
362Johnson Financial Group, Inc.$1.2K1
363Ankerstar Wealth, LLC$1.1K1
364Sunrise Financial Services, LLC$1.1K1
365Manchester Capital Management LLC$1.1K1
366DiNuzzo Private Wealth, Inc.$1.1K1
367GILPIN WEALTH MANAGEMENT, LLC$1.1K1
368Spire Wealth Management$1.0K1
369Private Wealth Management Group, LLC$8031
370Kilter Group LLC$8031
371Rialto Wealth Management, LLC$6341
372MV CAPITAL MANAGEMENT, INC.$5921
373SkyView Investment Advisors, LLC$4761
374Cromwell Holdings LLC$4651
375ELEVATION WEALTH PARTNERS, LLC$3391
376Clayton Financial Group LLC$3391
377MidFirst Bank$3381
378HFM Investment Advisors, LLC$2961
379Retirement Wealth Solutions LLC$1701
380KBC Group NV$1571
381Godfrey Financial Associates, Inc.$1271
382Quaker Wealth Management, LLC$851
383Valued Wealth Advisors LLC$851
384Legacy Wealth Managment, LLC/ID$851
385WPG Advisers, LLC$851
386HAZLETT, BURT & WATSON, INC.$321
387Smithfield Trust Co$131
388Capital Advisors, Ltd. LLC$61
389Raleigh Capital Management Inc.$21
390Capital Analysts, LLC$11
391Avion Wealth$01
392FIRST NATIONAL BANK OF OMAHA— value not disclosed1
393VANGUARD GROUP INC— value not disclosed1
394GLENMEDE TRUST CO NA— value not disclosed1
395STATE OF MICHIGAN RETIREMENT SYSTEM— value not disclosed1
396SouthState Bank Corp— value not disclosed1
397HARBOUR INVESTMENTS, INC.— value not disclosed1
398HOWARD HUGHES MEDICAL INSTITUTE— value not disclosed1
399MIZUHO SECURITIES USA LLC— value not disclosed1
400CRAWFORD INVESTMENT COUNSEL INC— value not disclosed1
401BANCO BILBAO VIZCAYA ARGENTARIA, S.A.— value not disclosed1
402INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV— value not disclosed1
403PANAGORA ASSET MANAGEMENT INC— value not disclosed1
404TOCQUEVILLE ASSET MANAGEMENT L.P.— value not disclosed1
405COMERICA BANK— value not disclosed1
406MACKENZIE FINANCIAL CORP— value not disclosed1
407NATIONAL BANK OF CANADA /FI/— value not disclosed1
408TORONTO DOMINION BANK— value not disclosed1
409D. E. Shaw & Co., Inc.— value not disclosed1
410SECURIAN ASSET MANAGEMENT, INC— value not disclosed1
411RENAISSANCE TECHNOLOGIES LLC— value not disclosed1
412ING GROEP NV— value not disclosed1
413Ameritas Investment Partners, Inc.— value not disclosed1
414TD ASSET MANAGEMENT INC— value not disclosed1
415CIBC WORLD MARKETS CORP— value not disclosed1
416Carlson Capital, L.P.— value not disclosed1
417Asset Management One Co., Ltd.— value not disclosed1
418PARK AVENUE SECURITIES LLC— value not disclosed1
419ARISTEIA CAPITAL, L.L.C.— value not disclosed1
420ZACKS INVESTMENT MANAGEMENT— value not disclosed1
421LOGAN CAPITAL MANAGEMENT INC— value not disclosed1
422ALLIANZ SE— value not disclosed1
423FIRST COMMUNITY TRUST NA— value not disclosed1
424NEW YORK LIFE INVESTMENT MANAGEMENT LLC— value not disclosed1
425TRUST CO OF VERMONT— value not disclosed1
426STEVENS CAPITAL MANAGEMENT LP— value not disclosed1
427PRUDENTIAL FINANCIAL INC— value not disclosed1
428ALPINE WOODS CAPITAL INVESTORS, LLC— value not disclosed1
429CIBC Private Wealth Group LLC— value not disclosed1
430Cadence Bank— value not disclosed1
431NORGES BANK— value not disclosed1
432Boston Partners— value not disclosed1
433Rafferty Asset Management, LLC— value not disclosed1
434J.W. COLE ADVISORS, INC.— value not disclosed1
435CIBC WORLD MARKET INC.— value not disclosed1
436Capital Research Global Investors— value not disclosed1
437CITADEL ADVISORS LLC— value not disclosed1
438CAPSTONE INVESTMENT ADVISORS, LLC— value not disclosed1
439DekaBank Deutsche Girozentrale— value not disclosed1
440Chevy Chase Trust Holdings, LLC— value not disclosed1
441Daiwa Securities Group Inc.— value not disclosed1
442ArrowMark Colorado Holdings LLC— value not disclosed1
443Norinchukin Bank, The— value not disclosed1
444Carnegie Investment Counsel— value not disclosed1
445SRH ADVISORS, LLC— value not disclosed1
446Brevan Howard Capital Management LP— value not disclosed1
447Parallax Volatility Advisers, L.P.— value not disclosed1
448SUMMIT SECURITIES GROUP LLC— value not disclosed1
449Twin Tree Management, LP— value not disclosed1
450BANQUE PICTET & CIE SA— value not disclosed1
451Alphadyne Asset Management LP— value not disclosed1
452Candriam S.C.A.— value not disclosed1
453Retirement Systems of Alabama— value not disclosed1
454JANE STREET GROUP, LLC— value not disclosed1
455MUFG Securities EMEA plc— value not disclosed1
45613D Management LLC— value not disclosed1
457ARMISTICE CAPITAL, LLC— value not disclosed1
458Moors & Cabot, Inc.— value not disclosed1
459Caprock Group, LLC— value not disclosed1
460MAGNOLIA GROUP, LLC— value not disclosed1
461Engineers Gate Manager LP— value not disclosed1
462FINANCIAL CONSULATE, INC— value not disclosed1
463NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC— value not disclosed1
464Trexquant Investment LP— value not disclosed1
465Versor Investments LP— value not disclosed1
466World Investment Advisors— value not disclosed1
467MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.— value not disclosed1
468Caption Management, LLC— value not disclosed1
469AlphaCore Capital LLC— value not disclosed1
470Garner Asset Management Corp— value not disclosed1
471Aberdeen Group plc— value not disclosed1
472Fluent Financial, LLC— value not disclosed1
473Shay Capital LLC— value not disclosed1
474Murphy, Middleton, Hinkle & Parker, Inc.— value not disclosed1
475FOUNDATIONS INVESTMENT ADVISORS, LLC— value not disclosed1
476Machina Capital S.A.S.— value not disclosed1
477Global Retirement Partners, LLC— value not disclosed1
478HHM Wealth Advisors, LLC— value not disclosed1
479One68 Global Capital, LLC— value not disclosed1
480EASTERLY INVESTMENT PARTNERS LLC— value not disclosed1
481Inscription Capital, LLC— value not disclosed1
482TWINBEECH CAPITAL LP— value not disclosed1
483Prestige Wealth Management Group LLC— value not disclosed1
484Y-Intercept (Hong Kong) Ltd— value not disclosed1
485Matrix Trust Co— value not disclosed1
486Brooklyn Investment Group— value not disclosed1
487Mizuho Markets Cayman LP— value not disclosed1
488Concord Wealth Partners— value not disclosed1
489Kestra Advisory Services, LLC— value not disclosed1
49044 WEALTH MANAGEMENT LLC— value not disclosed1
491DV EQUITIES, LLC— value not disclosed1
492Koss-Olinger Consulting, LLC— value not disclosed1
493TUCKER ASSET MANAGEMENT LLC— value not disclosed1
494AlphaQuest LLC— value not disclosed1
495Allspring Global Investments Holdings, LLC— value not disclosed1
496PharVision Advisers, LLC— value not disclosed1
497Czech National Bank— value not disclosed1
498SageView Advisory Group, LLC— value not disclosed1
499ARMSTRONG ADVISORY GROUP, INC— value not disclosed1
500Signature Resources Capital Management, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 391 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 (the full holders view shows them), 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 LW

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for LW · financials and macro

Financials — as filed PLANNED

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