Public record / Tickers / MAT

MAT — MATTEL INC /DE/†

Both disclosure regimes on one name: who in Congress filed about MAT, 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
16
all PTR rows naming MAT
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
12-29
filed 2022-12-29
13F holders
402
top-402 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

Susie Lee · $1.0K–$15.0K

SELL · traded 2022-11-30 → filed 2022-12-29. Ranked over every MAT row by the provable lower bound, never a point estimate.

No member disclosed MAT 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 MAT 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 MAT · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning MAT
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2022-12-29Susie Lee D–NV-3SELL JT (jointly owned)Traded 11-30 +29d$1K–$15K
2021-02-10Susie Lee D–NV-3BUY JT (jointly owned)Traded 01-28 +13d$1K–$15K
2021-01-11Susie Lee D–NV-3BUY JT (jointly owned)Traded 2020-12-08 +34d$1K–$15K
2020-10-24Susie Lee D–NV-3BUY JT (jointly owned)Traded 09-18 +36d$1K–$15K
2020-07-10Susie Lee D–NV-3BUY JT (jointly owned)Traded 06-23 +17d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 16 ↗

Members active in MAT

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

No member disclosed MAT in the trailing 12 months.

Congress ↔ notable managers · MAT

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
0 — $0 held

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

Merged timeline of congressional filings and notable-manager moves on MAT
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+738,747 sh
2026-05-15Bridgewater Associates 13FNEW+41,323 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 MAT for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1EdgePoint Investment Group Inc.$714M1
2PRIMECAP MANAGEMENT CO/CA/$432M1
3BlackRock, Inc.$397M1
4VANGUARD CAPITAL MANAGEMENT LLC$198M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$198M1
6ARIEL INVESTMENTS, LLC$197M1
7SOUTHEASTERN ASSET MANAGEMENT INC/TN/$186M1
8DIMENSIONAL FUND ADVISORS LP$161M1
9STATE STREET CORP$141M1
10GEODE CAPITAL MANAGEMENT, LLC$89.7M1
11Alyeska Investment Group, L.P.$67.0M1
12AQR CAPITAL MANAGEMENT LLC$66.6M1
13D. E. Shaw & Co., Inc.$56.4M1
14MORGAN STANLEY$51.5M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$49.0M1
16MILLENNIUM MANAGEMENT LLC$40.7M1
17NORTHERN TRUST CORP$40.6M1
18VICTORY CAPITAL MANAGEMENT INC$37.6M1
19Squarepoint Ops LLC$34.4M1
20UBS Group AG$33.5M1
21Point72 Asset Management, L.P.$32.3M1
22SEI INVESTMENTS CO$31.4M1
23SERENITY CAPITAL MANAGEMENT PTE. LTD.$29.1M1
24Bank of New York Mellon Corp$28.3M1
25VANGUARD FIDUCIARY TRUST CO$27.9M1
26Long Focus Capital Management, LLC$27.9M1
27BANK OF AMERICA CORP /DE/$27.8M1
28FRONTIER CAPITAL MANAGEMENT CO LLC$24.6M1
29FULLER & THALER ASSET MANAGEMENT, INC.$23.9M1
30HBK INVESTMENTS L P$18.9M1
31KING LUTHER CAPITAL MANAGEMENT CORP$18.0M1
32Quantinno Capital Management LP$17.8M1
33Interval Partners, LP$17.3M1
34Qube Research & Technologies Ltd$16.8M1
35EDMOND DE ROTHSCHILD HOLDING S.A.$13.9M1
36Invesco Ltd.$13.3M1
37Gotham Asset Management, LLC$11.7M1
38CastleKnight Management LP$10.4M1
39UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$10.4M1
40PRINCIPAL FINANCIAL GROUP INC$10.1M1
41ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$9.4M1
42Swiss National Bank$8.9M1
43CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$8.6M1
44AMERICAN CENTURY COMPANIES INC$8.6M1
45Nuveen, LLC$8.5M1
46Galvin, Gaustad & Stein, LLC$8.1M1
47Schonfeld Strategic Advisors LLC$8.1M1
48ALLIANCEBERNSTEIN L.P.$7.9M1
49HANCOCK WHITNEY CORP$7.9M1
50Corient Private Wealth LLC$7.8M1
51WINTON GROUP Ltd$7.4M1
52JUPITER ASSET MANAGEMENT LTD$7.2M1
53CITADEL ADVISORS LLC$6.8M1
54Man Group plc$6.5M1
55MANUFACTURERS LIFE INSURANCE COMPANY, THE$6.3M1
56Legal & General Group Plc$6.0M1
57FIRST TRUST ADVISORS LP$5.9M1
58Trexquant Investment LP$5.8M1
59BARCLAYS PLC$5.7M1
60Retirement Systems of Alabama$5.5M1
61Universal- Beteiligungs- und Servicegesellschaft mbH$5.5M1
62HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$5.5M1
63JACOBS LEVY EQUITY MANAGEMENT, INC$5.4M1
64Walleye Capital LLC$5.3M1
65STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$5.0M1
66AMERIPRISE FINANCIAL INC$5.0M1
67Illinois Municipal Retirement Fund$4.4M1
68Engineers Gate Manager LP$4.3M1
69BANK OF MONTREAL /CAN/$4.3M1
70ENVESTNET ASSET MANAGEMENT INC$4.2M1
71SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.9M1
72CANADA PENSION PLAN INVESTMENT BOARD$3.7M1
73Vanguard Global Advisers, LLC$3.7M1
74Holocene Advisors, LP$3.6M1
75VANGUARD ASSET MANAGEMENT, Ltd$3.5M1
76Havemeyer Place LP$3.5M1
77Grantham, Mayo, Van Otterloo & Co. LLC$3.4M1
78STATE OF WISCONSIN INVESTMENT BOARD$3.3M1
79GREAT LAKES ADVISORS, LLC$3.3M1
80Allspring Global Investments Holdings, LLC$3.1M1
81XTX Topco Ltd$2.8M1
82WELLS FARGO & COMPANY/MN$2.8M1
83Y-Intercept (Hong Kong) Ltd$2.7M1
84Quinn Opportunity Partners LLC$2.7M1
85LAZARD ASSET MANAGEMENT LLC$2.5M1
86New Age Alpha Advisors, LLC$2.4M1
87MetLife Investment Management, LLC$2.2M1
88Seven Six Capital Management, LLC$2.1M1
89III Capital Management$2.1M1
90Janus Henderson Group Ltd.$2.0M1
91Brevan Howard Capital Management LP$2.0M1
92NEW YORK STATE COMMON RETIREMENT FUND$2.0M1
93State of New Jersey Common Pension Fund D$1.9M1
94VOYA INVESTMENT MANAGEMENT LLC$1.9M1
95Rockefeller Capital Management L.P.$1.8M1
96Zurcher Kantonalbank (Zurich Cantonalbank)$1.8M1
97Amundi$1.8M1
98MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.7M1
99PRUDENTIAL FINANCIAL INC$1.7M1
100Quantbot Technologies LP$1.7M1
101Cerity Partners LLC$1.6M1
102FIFTH THIRD BANCORP$1.6M1
103NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$1.6M1
104FOX RUN MANAGEMENT, L.L.C.$1.6M1
105REGIONS FINANCIAL CORP$1.6M1
106CITIGROUP INC$1.6M1
107SummitTX Capital, L.P.$1.5M1
108Weiss Asset Management LP$1.5M1
109Kennondale Capital Management LLC$1.5M1
110Robeco Institutional Asset Management B.V.$1.5M1
111PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$1.4M1
112UHLMANN PRICE SECURITIES, LLC$1.4M1
113YOUSIF CAPITAL MANAGEMENT, LLC$1.4M1
114FMR LLC$1.4M1
115Taproot Management LP$1.4M1
116Foyston, Gordon & Payne Inc$1.3M1
117CIBC WORLD MARKET INC.$1.2M1
118Arizona State Retirement System$1.2M1
119Mitsubishi UFJ Trust & Banking Corp$1.2M1
120INTECH INVESTMENT MANAGEMENT LLC$1.2M1
121Vanguard Investments Australia, Ltd.$1.1M1
122LPL Financial LLC$1.1M1
123COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.1M1
124STATE OF MICHIGAN RETIREMENT SYSTEM$1.1M1
12544 WEALTH MANAGEMENT LLC$1.1M1
126KLP KAPITALFORVALTNING AS$1.0M1
127NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.0M1
128Cetera Investment Advisers$980K1
129DEUTSCHE BANK AG\$973K1
130Orion Porfolio Solutions, LLC$940K1
131OREGON PUBLIC EMPLOYEES RETIREMENT FUND$926K1
132CSS LLC/IL$845K1
133Ameritas Investment Partners, Inc.$828K1
134Tidal Investments LLC$821K1
135Vident Advisory, LLC$815K1
136CAPSTONE INVESTMENT ADVISORS, LLC$813K1
137Hillsdale Investment Management Inc.$780K1
138ROYAL BANK OF CANADA$767K1
139K.J. Harrison & Partners Inc$756K1
140Pictet Asset Management Holding SA$748K1
141Verition Fund Management LLC$723K1
142Creative Planning$687K1
143FORA Capital, LLC$672K1
144AXQ CAPITAL, LP$657K1
145MANGROVE PARTNERS IM, LLC$656K1
146IMC-Chicago, LLC$627K1
147OXFORD ASSET MANAGEMENT LLP$625K1
148Summit Trail Advisors, LLC$615K1
149BOOTHBAY FUND MANAGEMENT, LLC$615K1
150Bridgewater Associates, LP$600K1
151VARCOV Co.$585K1
152Empowered Funds, LLC$548K1
153XPONANCE LLC$547K1
154WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$530K1
155TD Waterhouse Canada Inc.$526K1
156Callan Family Office, LLC$512K1
157Aster Capital Management (DIFC) Ltd$483K1
158Headlands Technologies LLC$481K1
159RAYMOND JAMES FINANCIAL INC$460K1
160Empirical Finance, LLC$453K1
161NISA INVESTMENT ADVISORS, LLC$436K1
162Graham Capital Management, L.P.$424K1
163CWM, LLC$417K1
164COMMERCE BANK$412K1
165THOMPSON INVESTMENT MANAGEMENT, INC.$410K1
166MIRABELLA FINANCIAL SERVICES LLP$407K1
167Sivia Capital Partners, LLC$396K1
168Quadrature Capital Ltd$395K1
169Envestnet Portfolio Solutions, Inc.$375K1
170DnB Asset Management AS$368K1
171STIFEL FINANCIAL CORP$362K1
172FEDERATED HERMES, INC.$359K1
173SECURIAN ASSET MANAGEMENT, INC$333K1
174Crossmark Global Holdings, Inc.$329K1
175MERCER GLOBAL ADVISORS INC /ADV$316K1
176MACKENZIE FINANCIAL CORP$316K1
177HSBC HOLDINGS PLC$314K1
178Composition Wealth, LLC$314K1
179Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$311K1
180TEACHER RETIREMENT SYSTEM OF TEXAS$309K1
181Federation des caisses Desjardins du Quebec$305K1
182Institute for Wealth Management, LLC.$302K1
183Calamos Advisors LLC$288K1
184Calamos Wealth Management LLC$288K1
185Focus Partners Wealth$288K1
186LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$284K1
187Pure Financial Advisors, LLC$282K1
188Swiss Life Asset Management Ltd$278K1
189Diametric Capital, LP$277K1
190Ensign Peak Advisors, Inc$271K1
191OSAIC HOLDINGS, INC.$267K1
192Private Advisor Group, LLC$251K1
193O'SHAUGHNESSY ASSET MANAGEMENT, LLC$249K1
194EP Wealth Advisors, LLC$245K1
195Impact Investors, Inc$242K1
196Utah Retirement Systems$238K1
197Maryland State Retirement & Pension System$230K1
198HighTower Advisors, LLC$226K1
199Moors & Cabot, Inc.$223K1
200Pathstone Holdings, LLC$219K1
201CFO4Life Group, LLC$214K1
202US BANCORP \DE\$209K1
203Kera Capital Partners, Inc.$202K1
204Westmount Partners, LLC$198K1
205MML INVESTORS SERVICES, LLC$197K1
206Vanguard Personalized Indexing Management, LLC$195K1
207ProShare Advisors LLC$181K1
208Cambria Investment Management, L.P.$171K1
209PRELUDE CAPITAL MANAGEMENT, LLC$169K1
210CREDIT AGRICOLE S A$165K1
211CIBC Asset Management Inc$163K1
212INCEPTIONR LLC$163K1
213Sargent Investment Group, LLC$163K1
214Teza Capital Management LLC$162K1
215State of Wyoming$158K1
216Scientech Research LLC$158K1
217Morningstar Investment Management LLC$155K1
218Concurrent Investment Advisors, LLC$152K1
219Gallacher Capital Management LLC$151K1
220Sterling Capital Management LLC$151K1
221EVOLVE PRIVATE WEALTH, LLC$149K1
222SHELTON CAPITAL MANAGEMENT$149K1
223SEB Asset Management AB$148K1
224Investors Research Corp$145K1
225Tower Research Capital LLC (TRC)$144K1
226Leonteq Securities AG$140K1
227MAI Capital Management$133K1
228GROUP ONE TRADING LLC$126K1
229Eurizon Capital SGR S.p.A.$111K1
230QUADRANT CAPITAL GROUP LLC$99.8K1
231LSV ASSET MANAGEMENT$90.6K1
232ALLIANZ SE$88.6K1
233BNP Paribas Asset Management Holding S.A.$81.7K1
234NOMURA ASSET MANAGEMENT CO LTD$74.1K1
235Walleye Trading LLC$71.9K1
236NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$69.5K1
237NATIONAL BANK OF CANADA /FI/$57.7K1
238Wilmington Savings Fund Society, FSB$51.0K1
239True Wealth Design, LLC$47.7K1
240Allworth Financial LP$45.0K1
241Rakuten Securities, Inc.$43.6K1
242DELTA ASSET MANAGEMENT LLC/TN$38.9K1
243Blue Trust, Inc.$34.1K1
244SJS Investment Consulting Inc.$25.3K1
245CALDWELL SUTTER CAPITAL, INC.$19.5K1
246Mitsubishi UFJ Asset Management Co., Ltd.$18.7K1
247UMB Bank, n.a.$17.3K1
248Caitong International Asset Management Co., Ltd$16.0K1
249ELEVATION WEALTH PARTNERS, LLC$13.2K1
250Steward Partners Investment Advisory, LLC$11.2K1
251SIGNATUREFD, LLC$9.5K1
252THOMPSON SIEGEL & WALMSLEY LLC$9.0K1
253DANSKE BANK A/S$8.7K1
254Arax Advisory Partners$8.1K1
255Larson Financial Group LLC$7.3K1
256Parkside Financial Bank & Trust$7.2K1
257Global X Japan Co., Ltd.$7.1K1
258SBI Securities Co., Ltd.$6.8K1
259BOYD WATTERSON ASSET MANAGEMENT LLC/OH$6.7K1
260NEW YORK STATE TEACHERS RETIREMENT SYSTEM$4.5K1
261FARMERS & MERCHANTS INVESTMENTS INC$4.1K1
262MATHER GROUP, LLC.$3.9K1
263Hilton Head Capital Partners, LLC$3.6K1
264ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$3.4K1
265VAN ECK ASSOCIATES CORP$3.4K1
266Transamerica Financial Advisors, LLC$3.1K1
267BFSG, LLC$3.0K1
268INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$2.9K1
269Kennebec Savings Bank$2.9K1
270CANADA LIFE ASSURANCE Co$2.6K1
271THRIVENT FINANCIAL FOR LUTHERANS$2.5K1
272CHILTON CAPITAL MANAGEMENT LLC$2.2K1
273AMALGAMATED BANK$2.1K1
274Treasurer of the State of North Carolina$1.9K1
275CVA Family Office, LLC$1.9K1
276JFS WEALTH ADVISORS, LLC$1.8K1
277TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.6K1
278Smartleaf Asset Management LLC$1.5K1
279TOMPKINS FINANCIAL CORP$1.5K1
280EASTERN BANK$1.5K1
281Financial Perspectives, Inc$1.5K1
282Private Wealth Management Group, LLC$1.5K1
283Parvin Asset Management, LLC$1.5K1
284Center for Financial Planning, Inc.$1.4K1
285Clearstead Advisors, LLC$1.4K1
286Kentucky Retirement Systems$1.3K1
287State of Alaska, Department of Revenue$1.3K1
288Rialto Wealth Management, LLC$1.2K1
289GSA CAPITAL PARTNERS LLP$1.1K1
290Redwood Investment Management, LLC$1.1K1
291Vermillion Wealth Management, Inc.$1.0K1
292Pinnacle Wealth Planning Services, Inc.$1.0K1
293Millstone Evans Group, LLC$9151
294N.E.W. Advisory Services LLC$9011
295PICTON MAHONEY ASSET MANAGEMENT$8861
296ASSETMARK, INC$7411
297HHM Wealth Advisors, LLC$7271
298Mountain Hill Investment Partners Corp.$7271
299Cromwell Holdings LLC$6971
300Salomon & Ludwin, LLC$6751
301DiNuzzo Private Wealth, Inc.$6401
302Virtu Financial LLC$6081
303Purpose Unlimited Inc.$5811
304FINANCIAL CONSULATE, INC$5671
305HOERTKORN RICHARD CHARLES$5521
306Physician Wealth Advisors, Inc.$5091
307PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$4731
308Manchester Capital Management LLC$4511
309Triumph Capital Management$2181
310American Capital Advisory, LLC$2041
311HFM Investment Advisors, LLC$2031
312ALERUS FINANCIAL NA$1741
313Claret Asset Management Corp$1681
314Quaker Wealth Management, LLC$1461
315KBC Group NV$1411
316PRIVATE TRUST CO NA$1161
317Atlantic Union Bankshares Corp$1021
318Valued Wealth Advisors LLC$1021
319Vestcor Inc$941
320Clark Wealth Partners$881
321WOLFF WIESE MAGANA LLC$591
322DekaBank Deutsche Girozentrale$561
323CX Institutional$511
324Keating Financial Advisory Services, Inc.$291
325Tradewinds Capital Management, LLC$151
326Avion Wealth$21
327Capital Advisors, Ltd. LLC$01
328Centerpoint Advisors, LLC$01
329M&T BANK CORP— value not disclosed1
330FRANKLIN RESOURCES INC— value not disclosed1
331Jefferies Financial Group Inc.— value not disclosed1
332VANGUARD GROUP INC— value not disclosed1
333SouthState Bank Corp— value not disclosed1
334HARBOUR INVESTMENTS, INC.— value not disclosed1
335Brandywine Global Investment Management, LLC— value not disclosed1
336BANCO BILBAO VIZCAYA ARGENTARIA, S.A.— value not disclosed1
337PANAGORA ASSET MANAGEMENT INC— value not disclosed1
338COMERICA BANK— value not disclosed1
339MASSACHUSETTS FINANCIAL SERVICES CO /MA/— value not disclosed1
340VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
341NATIXIS ADVISORS, LLC— value not disclosed1
342GATEWAY INVESTMENT ADVISERS LLC— value not disclosed1
343OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)— value not disclosed1
344TRUST CO OF VERMONT— value not disclosed1
345TWO SIGMA INVESTMENTS, LP— value not disclosed1
346CUMBERLAND ADVISORS INC— value not disclosed1
347CIBC Private Wealth Group LLC— value not disclosed1
348Mariner, LLC— value not disclosed1
349NORGES BANK— value not disclosed1
350Marquette Asset Management, LLC— value not disclosed1
351J.W. COLE ADVISORS, INC.— value not disclosed1
352J. Goldman & Co LP— value not disclosed1
353TWO SIGMA SECURITIES, LLC— value not disclosed1
354EXCHANGE TRADED CONCEPTS, LLC— value not disclosed1
355SIMPLEX TRADING, LLC— value not disclosed1
356Parallax Volatility Advisers, L.P.— value not disclosed1
357Skandinaviska Enskilda Banken AB (publ)— value not disclosed1
358VOLORIDGE INVESTMENT MANAGEMENT, LLC— value not disclosed1
359Chicago Partners Investment Group LLC— value not disclosed1
360Mirae Asset Global Investments Co., Ltd.— value not disclosed1
361JANE STREET GROUP, LLC— value not disclosed1
362Sequoia Financial Advisors, LLC— value not disclosed1
363Caprock Group, LLC— value not disclosed1
364Simcoe Capital Management, LLC— value not disclosed1
365MV CAPITAL MANAGEMENT, INC.— value not disclosed1
366Krilogy Financial LLC— value not disclosed1
367Centiva Capital, LP— value not disclosed1
368AE Wealth Management LLC— value not disclosed1
369RITHOLTZ WEALTH MANAGEMENT— value not disclosed1
370MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.— value not disclosed1
371Caption Management, LLC— value not disclosed1
372Stratos Wealth Advisors, LLC— value not disclosed1
373Murphy, Middleton, Hinkle & Parker, Inc.— value not disclosed1
374ExodusPoint Capital Management, LP— value not disclosed1
375Global Retirement Partners, LLC— value not disclosed1
376Laurel Wealth Advisors LLC— value not disclosed1
377Cynosure Group, LLC— value not disclosed1
378Inscription Capital, LLC— value not disclosed1
379Brooklyn Investment Group— value not disclosed1
380Optas, LLC— value not disclosed1
381Aaron Wealth Advisors LLC— value not disclosed1
382Navalign, LLC— value not disclosed1
383Kestra Advisory Services, LLC— value not disclosed1
384HUB Investment Partners, LLC— value not disclosed1
385EMC Capital Management— value not disclosed1
386Patient Capital Management, LLC— value not disclosed1
387Focus Partners Advisor Solutions, LLC— value not disclosed1
388AlphaQuest LLC— value not disclosed1
389Forum Financial Management, LP— value not disclosed1
390SageView Advisory Group, LLC— value not disclosed1
391Dunhill Financial, LLC— value not disclosed1
392Kestra Investment Management, LLC— value not disclosed1
393Fairman Group, LLC— value not disclosed1
394WealthCollab, LLC— value not disclosed1
395ABOUND FINANCIAL, LLC— value not disclosed1
396Jain Global LLC— value not disclosed1
397Fieldview Capital Management, LLC— value not disclosed1
398Bayforest Capital Ltd— value not disclosed1
399Ranmore Fund Management Ltd— value not disclosed1
400Groupe la Francaise— value not disclosed1
401North Dakota State Investment Board— value not disclosed1
402OPTIMA CAPITAL LLC— value not disclosed1
Truncated by Public Filings. Every one of the 328 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 MAT

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for MAT · financials and macro

Financials — as filed PLANNED

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