Public record / Tickers / M

M — Macy's, Inc.†

Both disclosure regimes on one name: who in Congress filed about M, 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
45
all PTR rows naming M
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
05-02
filed 2021-05-02
13F holders
436
top-436 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

Scott H. Peters · $50.0K–$100K

SELL · traded 2015-09-02 → filed 2015-09-12. Ranked over every M row by the provable lower bound, never a point estimate.

No member disclosed M 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.

7 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

No dated M 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 M · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning M
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2021-05-02Perdue , Jr, David A —SELL JT (jointly owned)Traded 2020-04-14 LATE·383d$15K–$50Kamendment pending
2020-05-07Dean Phillips D–MN-3BUYTraded 04-02 +35d$1K–$15K
2020-04-05David Perdue R–GABUY JT (jointly owned)Traded 03-20 +16d$1K–$15K
2020-04-05David Perdue R–GABUY JT (jointly owned)Traded 03-10 +26d$1K–$15K
2020-03-12Dean Phillips D–MN-3SELLTraded 02-28 +13d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 45 ↗

Members active in M

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

No member disclosed M in the trailing 12 months.

Congress ↔ notable managers · M

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 $4.6M held

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

Merged timeline of congressional filings and notable-manager moves on M
DateWhoChangeSize
2026-05-15Berkshire Hathaway 13FNEW+3,038,355 sh
2026-05-15Gotham Asset Management 13FADD+331,713 sh
2026-05-15Bridgewater Associates 13FTRIM−468,532 sh

3 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 M for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$511M1
2DIMENSIONAL FUND ADVISORS LP$298M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$247M1
4AMERICAN CENTURY COMPANIES INC$220M1
5VANGUARD CAPITAL MANAGEMENT LLC$206M1
6RWC Asset Management LLP$204M1
7STATE STREET CORP$169M1
8CHARLES SCHWAB INVESTMENT MANAGEMENT INC$167M1
9Newport Trust Company, LLC$125M1
10ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$104M1
11Allianz Asset Management GmbH$100.0M1
12AQR CAPITAL MANAGEMENT LLC$89.8M1
13Invesco Ltd.$70.3M1
14MORGAN STANLEY$63.5M1
15UBS Group AG$58.7M1
16BERKSHIRE HATHAWAY INC$55.0M1
17NORTHERN TRUST CORP$46.3M1
18FRANKLIN RESOURCES INC$43.9M1
19BARCLAYS PLC$32.6M1
20NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$31.5M1
21MACQUARIE GROUP LTD$30.2M1
22VANGUARD FIDUCIARY TRUST CO$29.7M1
23CITADEL ADVISORS LLC$29.4M1
24BARINGTON COMPANIES MANAGEMENT, LLC$26.2M1
25ROYCE & ASSOCIATES LP$25.1M1
26Gotham Asset Management, LLC$24.8M1
27HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$23.3M1
28Squarepoint Ops LLC$21.9M1
29MILLENNIUM MANAGEMENT LLC$19.2M1
30Invenomic Capital Management LP$19.0M1
31JANE STREET GROUP, LLC$17.9M1
32Nuveen, LLC$17.7M1
33BANK OF AMERICA CORP /DE/$17.7M1
34Trexquant Investment LP$17.4M1
35UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$17.1M1
36Quantinno Capital Management LP$15.9M1
37Qube Research & Technologies Ltd$14.6M1
38J. Goldman & Co LP$12.2M1
39FIRST TRUST ADVISORS LP$11.9M1
40SEI INVESTMENTS CO$11.6M1
41VOLORIDGE INVESTMENT MANAGEMENT, LLC$11.2M1
42Mitsubishi UFJ Trust & Banking Corp$11.2M1
43TWO SIGMA INVESTMENTS, LP$11.1M1
44Empowered Funds, LLC$10.8M1
45PRINCIPAL FINANCIAL GROUP INC$10.7M1
46Susquehanna Portfolio Strategies, LLC$10.6M1
47CITIGROUP INC$9.8M1
48Cambria Investment Management, L.P.$9.6M1
49CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$9.6M1
50Swiss National Bank$9.5M1
51Man Group plc$8.7M1
52ALLIANCEBERNSTEIN L.P.$8.1M1
53Legal & General Group Plc$8.1M1
54STATE OF WISCONSIN INVESTMENT BOARD$8.0M1
55CANADA PENSION PLAN INVESTMENT BOARD$8.0M1
56VICTORY CAPITAL MANAGEMENT INC$7.4M1
57INTECH INVESTMENT MANAGEMENT LLC$6.9M1
58Crossmark Global Holdings, Inc.$6.7M1
59CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$6.6M1
60Universal- Beteiligungs- und Servicegesellschaft mbH$6.3M1
61BNP Paribas Asset Management Holding S.A.$6.2M1
62Grantham, Mayo, Van Otterloo & Co. LLC$5.9M1
63Dupree Financial Group, LLC$5.9M1
64Retirement Systems of Alabama$5.9M1
65MARTINGALE ASSET MANAGEMENT L P$5.8M1
66HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$5.5M1
67Engineers Gate Manager LP$5.5M1
68CastleKnight Management LP$5.3M1
69MUFG Securities EMEA plc$5.1M1
70NORDEA INVESTMENT MANAGEMENT AB$4.8M1
71Corient Private Wealth LLC$4.7M1
72Voleon Capital Management LP$4.6M1
73Bridgewater Associates, LP$4.6M1
74HSBC HOLDINGS PLC$4.2M1
75Dana Investment Advisors, Inc.$4.2M1
76VANGUARD ASSET MANAGEMENT, Ltd$4.2M1
77Amundi$4.2M1
78Vanguard Global Advisers, LLC$4.1M1
79STOREBRAND ASSET MANAGEMENT AS$3.9M1
80FIFTH THIRD BANCORP$3.7M1
81CONTRARIAN CAPITAL MANAGEMENT, L.L.C.$3.6M1
82Waterfront Wealth Inc.$3.6M1
83PDT Partners, LLC$3.5M1
84MANUFACTURERS LIFE INSURANCE COMPANY, THE$3.4M1
85Mirae Asset Global Investments Co., Ltd.$3.4M1
86READYSTATE ASSET MANAGEMENT LP$3.4M1
87Elo Mutual Pension Insurance Co$3.3M1
88FORA Capital, LLC$3.3M1
89O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.2M1
90FMR LLC$3.2M1
91Kingsview Wealth Management, LLC$3.2M1
92ROYAL BANK OF CANADA$3.2M1
93STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$3.1M1
94VOYA INVESTMENT MANAGEMENT LLC$3.1M1
95STIFEL FINANCIAL CORP$2.9M1
96MACKENZIE FINANCIAL CORP$2.6M1
97MERCER GLOBAL ADVISORS INC /ADV$2.6M1
98CREDIT AGRICOLE S A$2.6M1
99LPL Financial LLC$2.6M1
100Walleye Capital LLC$2.6M1
101TEACHER RETIREMENT SYSTEM OF TEXAS$2.5M1
102MetLife Investment Management, LLC$2.4M1
103Qsemble Capital Management, LP$2.3M1
104RENAISSANCE TECHNOLOGIES LLC$2.3M1
105Zurcher Kantonalbank (Zurich Cantonalbank)$2.2M1
106Janus Henderson Group Ltd.$2.2M1
107Vinva Investment Management Ltd$2.2M1
108NICOLET BANKSHARES INC$2.2M1
109Convergence Investment Partners, LLC$2.1M1
110CUMBERLAND ADVISORS INC$2.1M1
111Artemis Investment Management LLP$1.9M1
112HB Wealth Management, LLC$1.9M1
113HUSSMAN STRATEGIC ADVISORS, INC.$1.9M1
114Wealthfront Advisers LLC$1.9M1
115Creative Planning$1.9M1
116State of New Jersey Common Pension Fund D$1.8M1
117MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.8M1
118YOUSIF CAPITAL MANAGEMENT, LLC$1.7M1
119PICTON MAHONEY ASSET MANAGEMENT$1.6M1
120Oak Thistle LLC$1.6M1
121RAYMOND JAMES FINANCIAL INC$1.6M1
122RITHOLTZ WEALTH MANAGEMENT$1.5M1
123Summit Trail Advisors, LLC$1.5M1
124Empirical Finance, LLC$1.4M1
125Tidal Investments LLC$1.3M1
126Arizona State Retirement System$1.3M1
127XTX Topco Ltd$1.3M1
128Walleye Trading LLC$1.3M1
129DEUTSCHE BANK AG\$1.3M1
130ONTARIO TEACHERS PENSION PLAN BOARD$1.3M1
131Cetera Investment Advisers$1.2M1
132SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.2M1
133COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.2M1
134Vanguard Investments Australia, Ltd.$1.2M1
135WINTON GROUP Ltd$1.2M1
136ZACKS INVESTMENT MANAGEMENT$1.2M1
137WELLS FARGO & COMPANY/MN$1.2M1
138Ensign Peak Advisors, Inc$1.2M1
139STATE OF MICHIGAN RETIREMENT SYSTEM$1.2M1
140SummerHaven Investment Management, LLC$1.1M1
141LAZARD ASSET MANAGEMENT LLC$1.1M1
142NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.1M1
143Friedenthal Financial$1.1M1
144Lebenthal Global Advisors, LLC$1.1M1
145Havemeyer Place LP$1.0M1
146TRUIST FINANCIAL CORP$1.0M1
147Vanguard Personalized Indexing Management, LLC$999K1
148Brevan Howard Capital Management LP$997K1
149NATIONAL BANK OF CANADA /FI/$991K1
150OREGON PUBLIC EMPLOYEES RETIREMENT FUND$987K1
151Quantbot Technologies LP$944K1
152HighTower Advisors, LLC$920K1
153Gerber Kawasaki Wealth & Investment Management$909K1
154BANK OF MONTREAL /CAN/$901K1
155Ameritas Investment Partners, Inc.$890K1
156Cerity Partners LLC$842K1
157Mariner, LLC$827K1
158FEDERATED HERMES, INC.$767K1
159Focus Partners Wealth$760K1
160Pictet Asset Management Holding SA$755K1
161EVOLVE PRIVATE WEALTH, LLC$739K1
162QUADRANT CAPITAL GROUP LLC$697K1
163Factorial Partners, LLC$687K1
164Pathstone Holdings, LLC$668K1
165CWM, LLC$650K1
166GUGGENHEIM CAPITAL LLC$644K1
167DRW Securities, LLC$632K1
168WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$631K1
169Machina Capital S.A.S.$626K1
170XPONANCE LLC$616K1
171ENVESTNET ASSET MANAGEMENT INC$609K1
172Sequoia Financial Advisors, LLC$586K1
173Sagewood Asset Management LP$571K1
174Verition Fund Management LLC$567K1
175GROUP ONE TRADING LLC$565K1
176QRG CAPITAL MANAGEMENT, INC.$548K1
177HIGHLAND CAPITAL MANAGEMENT, LLC$534K1
178Polymer Capital Management (US) LLC$531K1
179Swiss Life Asset Management Ltd$483K1
180Vise Technologies, Inc.$475K1
181AXQ CAPITAL, LP$466K1
182Verdad Advisers, LP$463K1
183Quantum Portfolio Management LLC$441K1
184Visionary Wealth Advisors$430K1
185Savant Capital, LLC$410K1
186One Wealth Advisors, LLC$395K1
187WRIGHT INVESTORS SERVICE INC$390K1
188Truvestments Capital LLC$389K1
189Graham Capital Management, L.P.$388K1
190State of Wyoming$384K1
191Robeco Institutional Asset Management B.V.$372K1
192PINNACLE ASSOCIATES LTD$362K1
193COMMONWEALTH EQUITY SERVICES, LLC$356K1
194SECURIAN ASSET MANAGEMENT, INC$354K1
195US BANCORP \DE\$353K1
196OSAIC HOLDINGS, INC.$328K1
197Rafferty Asset Management, LLC$328K1
198SUMMIT SECURITIES GROUP LLC$316K1
199BCS Wealth Management$313K1
200Ethic Inc.$309K1
201EntryPoint Capital, LLC$305K1
202Private Advisor Group, LLC$304K1
203Diversified Trust Co$295K1
204Paragon Capital Management Ltd$294K1
205Range Financial Group LLC$290K1
206Caitong International Asset Management Co., Ltd$289K1
207Taproot Management LP$284K1
208BOOTHBAY FUND MANAGEMENT, LLC$282K1
209MML INVESTORS SERVICES, LLC$280K1
210PANAGORA ASSET MANAGEMENT INC$279K1
211Wallace Capital Management Inc.$270K1
212BLAIR WILLIAM & CO/IL$270K1
213Index Technologies Group LLC$269K1
214COLDSTREAM CAPITAL MANAGEMENT INC$267K1
215M&T BANK CORP$266K1
216Frank, Rimerman Advisors LLC$262K1
217Utah Retirement Systems$259K1
218MIRABELLA FINANCIAL SERVICES LLP$255K1
219CIDEL ASSET MANAGEMENT INC$254K1
220UNITED CAPITAL FINANCIAL ADVISORS, LLC$247K1
221IEQ CAPITAL, LLC$246K1
222Brooklyn Investment Group$245K1
223CHILDRESS CAPITAL ADVISORS, LLC$242K1
224Meeder Advisory Services, Inc.$238K1
225Inscription Capital, LLC$237K1
226FLYNN ZITO CAPITAL MANAGEMENT, LLC$237K1
227Lido Advisors, LLC$232K1
228Maryland State Retirement & Pension System$232K1
229Tower Research Capital LLC (TRC)$226K1
230MANGROVE PARTNERS IM, LLC$223K1
231Value Investment Professionals, LLC$219K1
232Caprock Group, LLC$213K1
233Traub Capital Management LLC$208K1
234TOCQUEVILLE ASSET MANAGEMENT L.P.$207K1
235Aaron Wealth Advisors LLC$205K1
236EVERGREEN CAPITAL MANAGEMENT LLC$204K1
237SIGNATUREFD, LLC$202K1
238Scientech Research LLC$201K1
239ProShare Advisors LLC$193K1
240JAMISON PRIVATE WEALTH MANAGEMENT, INC.$193K1
241Stratos Wealth Partners, LTD.$192K1
242Vident Advisory, LLC$187K1
243NOMURA ASSET MANAGEMENT CO LTD$186K1
244Mraz, Amerine & Associates, Inc.$181K1
245Rockefeller Capital Management L.P.$178K1
246MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$172K1
247Capula Management Ltd$159K1
248Arax Advisory Partners$115K1
249Alphadyne Asset Management LP$111K1
250Global Assets Advisory, LLC$84.1K1
251Bayforest Capital Ltd$83.5K1
252Deseret Mutual Benefit Administrators$75.9K1
253UMB Bank, n.a.$63.1K1
254Quarry LP$56.8K1
255Wilmington Savings Fund Society, FSB$54.8K1
256NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$43.2K1
257Byrne Asset Management LLC$36.2K1
258Mitsubishi UFJ Asset Management Co., Ltd.$31.4K1
259Allworth Financial LP$30.0K1
260Altshuler Shaham Ltd$26.7K1
261Smartleaf Asset Management LLC$26.5K1
262Strengthening Families & Communities, LLC$23.2K1
263MAI Capital Management$21.5K1
264Federation des caisses Desjardins du Quebec$21.5K1
265S&T BANK/PA$18.6K1
266CREDIT INDUSTRIEL ET COMMERCIAL$18.1K1
267North Ridge Wealth Advisors, Inc.$18.1K1
268Pinnacle Wealth Planning Services, Inc.$18.1K1
269CNB Bank$18.0K1
270Godfrey Financial Associates, Inc.$14.5K1
271ALGERT GLOBAL LLC$12.8K1
272BARTLETT & CO. WEALTH MANAGEMENT LLC$12.6K1
273NFSG Corp$10.9K1
274Parkside Financial Bank & Trust$10.1K1
275TFC Financial Management, Inc.$9.9K1
276Glass Jacobson Investment Advisors llc$9.5K1
277Steward Partners Investment Advisory, LLC$9.3K1
278CVA Family Office, LLC$9.3K1
279Elevated Capital Advisors, LLC$8.4K1
280SJS Investment Consulting Inc.$7.9K1
281Owl Creek Wealth Partners LLC$7.4K1
282ARCADIA INVESTMENT ADVISORS LLC$7.2K1
283Eurizon Capital SGR S.p.A.$7.2K1
284INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$6.6K1
285Investors Research Corp$6.3K1
286FINANCIAL CONSULATE, INC$6.1K1
287ACADIAN ASSET MANAGEMENT LLC$6.0K1
288Bell Investment Advisors, Inc$5.8K1
289Larson Financial Group LLC$5.7K1
290Costello Asset Management, INC$5.4K1
291True Wealth Design, LLC$5.4K1
292ALERUS FINANCIAL NA$5.4K1
293WealthCollab, LLC$4.7K1
294Keating Financial Advisory Services, Inc.$4.6K1
295JFS WEALTH ADVISORS, LLC$4.5K1
296CENTRAL TRUST Co$4.5K1
297New England Capital Financial Advisors LLC$4.1K1
298CANADA LIFE ASSURANCE Co$3.7K1
299Bernard Wealth Management Corp.$3.6K1
300GHP Investment Advisors, Inc.$3.4K1
301Scarborough Advisors, LLC$3.2K1
302Geneos Wealth Management Inc.$2.8K1
303Private Wealth Management Group, LLC$2.4K1
304Clearstead Advisors, LLC$2.3K1
305Stone House Investment Management, LLC$2.3K1
306Blue Trust, Inc.$2.2K1
307ASSETMARK, INC$2.2K1
308Treasurer of the State of North Carolina$2.1K1
309Sachetta, LLC$2.0K1
310Kilter Group LLC$1.7K1
311THRIVENT FINANCIAL FOR LUTHERANS$1.7K1
312WPG Advisers, LLC$1.6K1
313Kentucky Retirement Systems$1.6K1
314MCF Advisors LLC$1.6K1
315Manchester Capital Management LLC$1.5K1
316Peterson Wealth Services$1.5K1
317State of Alaska, Department of Revenue$1.4K1
318Activest Wealth Management$1.4K1
319Cassaday & Co Wealth Management LLC$1.4K1
320Caitlin John, LLC$1.4K1
321DiNuzzo Private Wealth, Inc.$1.2K1
322Rialto Wealth Management, LLC$1.2K1
323Pacific Center for Financial Services$1.2K1
324Intentional Wealth Strategies, LLC$1.1K1
325Spire Wealth Management$1.1K1
326Transamerica Financial Advisors, LLC$8221
327Cromwell Holdings LLC$8201
328Hilton Head Capital Partners, LLC$7241
329ELEVATION WEALTH PARTNERS, LLC$6881
330Penserra Capital Management LLC$6651
331Tradewinds Capital Management, LLC$6521
332WOLFF WIESE MAGANA LLC$5451
333MV CAPITAL MANAGEMENT, INC.$5431
334HFM Investment Advisors, LLC$5431
335NATIXIS ADVISORS, LLC$5321
336Physician Wealth Advisors, Inc.$5071
337Fruth Investment Management$4961
338Triumph Capital Management$3661
339SouthState Bank Corp$3621
340Valued Wealth Advisors LLC$3261
341Frazier Financial Advisors, LLC$3081
342Vermillion Wealth Management, Inc.$2351
343Employees Retirement System of Texas$1901
344KBC Group NV$1671
345DekaBank Deutsche Girozentrale$1361
346Vestcor Inc$1201
347Decker Retirement Planning Inc.$721
348MATHER GROUP, LLC.$371
349Annis Gardner Whiting Capital Advisors, LLC$371
350Matrix Trust Co$201
351Intesa Sanpaolo S.p.A.$181
352Raleigh Capital Management Inc.$51
353Capital Advisors, Ltd. LLC$11
354BANK OF NOVA SCOTIA— value not disclosed1
355Jefferies Financial Group Inc.— value not disclosed1
356VANGUARD GROUP INC— value not disclosed1
357GLENMEDE TRUST CO NA— value not disclosed1
358ATALANTA SOSNOFF CAPITAL, LLC— value not disclosed1
359OLD NATIONAL BANCORP /IN/— value not disclosed1
360HARBOUR INVESTMENTS, INC.— value not disclosed1
361Brandywine Global Investment Management, LLC— value not disclosed1
362JACOBS LEVY EQUITY MANAGEMENT, INC— value not disclosed1
363COMERICA BANK— value not disclosed1
364WELLINGTON MANAGEMENT GROUP LLP— value not disclosed1
365SHELTON CAPITAL MANAGEMENT— value not disclosed1
366VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
367D. E. Shaw & Co., Inc.— value not disclosed1
368ING GROEP NV— value not disclosed1
369ARISTEIA CAPITAL, L.L.C.— value not disclosed1
370SCHRODER INVESTMENT MANAGEMENT GROUP— value not disclosed1
371PRUDENTIAL FINANCIAL INC— value not disclosed1
372AVIVA PLC— value not disclosed1
373BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
374CIBC Private Wealth Group LLC— value not disclosed1
375Weiss Asset Management LP— value not disclosed1
376Orion Porfolio Solutions, LLC— value not disclosed1
377GSA CAPITAL PARTNERS LLP— value not disclosed1
378NORGES BANK— value not disclosed1
379PRELUDE CAPITAL MANAGEMENT, LLC— value not disclosed1
380WBI INVESTMENTS, LLC— value not disclosed1
381MidWestOne Financial Group, Inc.— value not disclosed1
382CIBC WORLD MARKET INC.— value not disclosed1
383Lisanti Capital Growth, LLC— value not disclosed1
384Baker Avenue Asset Management, LP— value not disclosed1
385Legato Capital Management LLC— value not disclosed1
386EXCHANGE TRADED CONCEPTS, LLC— value not disclosed1
387TWO SIGMA ADVISERS, LP— value not disclosed1
388FOX RUN MANAGEMENT, L.L.C.— value not disclosed1
389Atria Investments, Inc— value not disclosed1
390Leonteq Securities AG— value not disclosed1
391LANDSCAPE CAPITAL MANAGEMENT, L.L.C.— value not disclosed1
392EP Wealth Advisors, LLC— value not disclosed1
393Estate Counselors, LLC— value not disclosed1
394Quantedge Capital Pte Ltd— value not disclosed1
395Chicago Partners Investment Group LLC— value not disclosed1
396Interval Partners, LP— value not disclosed1
397Shellback Capital, LP— value not disclosed1
398ARMISTICE CAPITAL, LLC— value not disclosed1
399Merit Financial Group, LLC— value not disclosed1
400Private Advisory Group LLC— value not disclosed1
401Lavaca Capital LLC— value not disclosed1
402CHOREO, LLC— value not disclosed1
403Counterpoint Mutual Funds LLC— value not disclosed1
404McIlrath & Eck, LLC— value not disclosed1
405Mubadala Investment Co PJSC— value not disclosed1
406Redwood Investment Management, LLC— value not disclosed1
407ExodusPoint Capital Management, LP— value not disclosed1
408Ceredex Value Advisors LLC— value not disclosed1
409WORLDQUANT MILLENNIUM ADVISORS LLC— value not disclosed1
410Global Retirement Partners, LLC— value not disclosed1
411TWINBEECH CAPITAL LP— value not disclosed1
412Y-Intercept (Hong Kong) Ltd— value not disclosed1
413BWCP, LP— value not disclosed1
414CERTUITY, LLC— value not disclosed1
415SHP Wealth Management— value not disclosed1
416Kestra Advisory Services, LLC— value not disclosed1
417Interchange Capital Partners, LLC— value not disclosed1
418Focus Partners Advisor Solutions, LLC— value not disclosed1
419TUCKER ASSET MANAGEMENT LLC— value not disclosed1
420AlphaQuest LLC— value not disclosed1
421Allspring Global Investments Holdings, LLC— value not disclosed1
422Wedmont Private Capital— value not disclosed1
423JOURNEY STRATEGIC WEALTH LLC— value not disclosed1
424SageView Advisory Group, LLC— value not disclosed1
425Cape Investment Advisory, Inc.— value not disclosed1
426Dunhill Financial, LLC— value not disclosed1
427LECAP ASSET MANAGEMENT LTD— value not disclosed1
428Delta Global Management LP— value not disclosed1
429TD Waterhouse Canada Inc.— value not disclosed1
430Rakuten Securities, Inc.— value not disclosed1
431Fieldview Capital Management, LLC— value not disclosed1
432Kera Capital Partners, Inc.— value not disclosed1
433Aster Capital Management (DIFC) Ltd— value not disclosed1
434VestGen Advisors, LLC— value not disclosed1
435North Dakota State Investment Board— value not disclosed1
436American Wealth Advisors, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 353 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 M

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for M · financials and macro

Financials — as filed PLANNED

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