Public record / Tickers / MKSI

MKSI — MKS INC†

Both disclosure regimes on one name: who in Congress filed about MKSI, 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 MKSI
Members · 12m
1
1 buys · 2 sells · by trade date
Latest PTR
11-21
filed 2025-11-21
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

Lisa C. McClain · $1.0K–$15.0K

SELL · traded 2025-10-31 → filed 2025-11-21. Ranked over every MKSI row by the provable lower bound, never a point estimate.

1 member · 1 buys / 2 sells

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

4 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. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING MKSI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning MKSI
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-11-21Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-09-12Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 08-04 +39d$1K–$15K
2023-05-12Tommy Tuberville R–ALSELL JT (jointly owned)Traded 04-03 +39d$1K–$15Kamendment pending
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 7 ↗

Members active in MKSI

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing MKSI in the trailing 12 months
MemberRowsNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · MKSI

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

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

Merged timeline of congressional filings and notable-manager moves on MKSI
DateWhoChangeSize
2026-05-15Bridgewater Associates 13FNEW+38,133 sh
2026-05-15Moore Capital Management 13FNEW+10,000 sh
2026-05-15Gotham Asset Management 13FTRIM−29,812 sh
2026-05-15Tudor Investment Corp 13FTRIM−23,202 sh
2026-05-15Glenview Capital 13FEXIT−74,200 sh
2026-05-14Caxton Associates 13FADD+206 sh

6 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 MKSI for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$1.5B1
2Invesco Ltd.$855M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$847M1
4VANGUARD CAPITAL MANAGEMENT LLC$693M1
5STATE STREET CORP$473M1
6Capital International Investors$452M1
7FMR LLC$444M1
8WELLINGTON MANAGEMENT GROUP LLP$421M1
9Point72 Asset Management, L.P.$370M1
10GEODE CAPITAL MANAGEMENT, LLC$354M1
11Whale Rock Capital Management LLC$300M1
12Capital World Investors$294M1
13WESTFIELD CAPITAL MANAGEMENT CO LP$241M1
14CITADEL ADVISORS LLC$218M1
15MILLENNIUM MANAGEMENT LLC$206M1
16VICTORY CAPITAL MANAGEMENT INC$202M1
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC$199M1
18DIMENSIONAL FUND ADVISORS LP$192M1
19Bank of New York Mellon Corp$191M1
20PRINCIPAL FINANCIAL GROUP INC$141M1
21AQR CAPITAL MANAGEMENT LLC$137M1
22NORTHERN TRUST CORP$131M1
23MORGAN STANLEY$118M1
24SAMLYN CAPITAL, LLC$114M1
25FRANKLIN RESOURCES INC$109M1
26BANK OF AMERICA CORP /DE/$107M1
27FengHe Fund Management Pte. Ltd.$105M1
28UBS Group AG$99.3M1
29VANGUARD FIDUCIARY TRUST CO$95.9M1
30BALYASNY ASSET MANAGEMENT L.P.$93.6M1
31ROYCE & ASSOCIATES LP$92.8M1
32MANUFACTURERS LIFE INSURANCE COMPANY, THE$92.0M1
33Nuveen, LLC$86.9M1
34Blue Grotto Capital, LLC$86.2M1
35Contour Asset Management LLC$86.1M1
36Madison Asset Management, LLC$77.8M1
37RAYMOND JAMES FINANCIAL INC$75.8M1
38TREMBLANT CAPITAL GROUP$75.8M1
39NORDEA INVESTMENT MANAGEMENT AB$71.5M1
40SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$64.9M1
41AMERICAN CENTURY COMPANIES INC$64.6M1
42TWO SIGMA INVESTMENTS, LP$64.0M1
43NOMURA HOLDINGS INC$61.9M1
44Quantinno Capital Management LP$59.7M1
45Amundi$58.5M1
46Defiance ETFs, LLC$57.6M1
47Park West Asset Management LLC$57.3M1
48Harvey Partners, LLC$55.9M1
49JANE STREET GROUP, LLC$55.9M1
50WELLS FARGO & COMPANY/MN$55.9M1
51SYSTEMATIC FINANCIAL MANAGEMENT LP$55.6M1
52ALLIANCEBERNSTEIN L.P.$51.1M1
53DENDUR CAPITAL LP$49.3M1
54COOKE & BIELER LP$48.3M1
55UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$46.9M1
56Gotham Asset Management, LLC$44.9M1
57NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$42.7M1
58Mizuho Markets Cayman LP$40.2M1
59LPL Financial LLC$40.2M1
60Ceredex Value Advisors LLC$38.9M1
61VOLORIDGE INVESTMENT MANAGEMENT, LLC$38.2M1
62SORA INVESTORS LLC$37.4M1
63BARCLAYS PLC$37.1M1
64FRONTIER CAPITAL MANAGEMENT CO LLC$37.1M1
65SummitTX Capital, L.P.$37.0M1
66Retirement Systems of Alabama$36.4M1
67ROYAL BANK OF CANADA$35.2M1
68Delta Global Management LP$34.7M1
69CRAMER ROSENTHAL MCGLYNN LLC$34.1M1
70DEUTSCHE BANK AG\$30.6M1
71Swiss National Bank$30.5M1
72CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$28.3M1
73LIGHT STREET CAPITAL MANAGEMENT, LLC$28.1M1
74D. E. Shaw & Co., Inc.$27.6M1
75NEEDHAM INVESTMENT MANAGEMENT LLC$27.6M1
76BANK OF MONTREAL /CAN/$26.9M1
77Talos Eurisko Asset Management LP$26.2M1
78Daiwa Securities Group Inc.$24.7M1
79RENAISSANCE TECHNOLOGIES LLC$23.8M1
80SEI INVESTMENTS CO$23.3M1
81FEDERATED HERMES, INC.$23.0M1
82AMERIPRISE FINANCIAL INC$22.8M1
83SILVERCREST ASSET MANAGEMENT GROUP LLC$22.5M1
84Legal & General Group Plc$20.7M1
85Rivermont Capital Management LP$20.1M1
86Divisar Capital Management LLC$19.6M1
87Aequim Alternative Investments LP$19.4M1
88TUDOR INVESTMENT CORP ET AL$18.7M1
89Walleye Capital LLC$18.2M1
90PDT Partners, LLC$17.6M1
91ENVESTNET ASSET MANAGEMENT INC$17.4M1
92Qube Research & Technologies Ltd$17.1M1
93Polar Capital Holdings Plc$16.6M1
94Fourier Capital Management Ltd$16.3M1
95Tairen Capital Ltd$15.7M1
96AGF MANAGEMENT LTD$15.7M1
97THAMES CAPITAL MANAGEMENT LLC$15.6M1
98Bowie Capital Management, LLC$14.8M1
99VANGUARD ASSET MANAGEMENT, Ltd$14.1M1
100ExodusPoint Capital Management, LP$13.8M1
101NFJ INVESTMENT GROUP, LLC$13.8M1
102STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$13.3M1
103Curi Capital, LLC$12.5M1
104Hel Ved Capital Management Ltd$12.1M1
105FIRST TRUST ADVISORS LP$12.0M1
106SEB Asset Management AB$12.0M1
107GHP Investment Advisors, Inc.$11.6M1
108STATE OF WISCONSIN INVESTMENT BOARD$11.3M1
109Robeco Schweiz AG$10.5M1
110CANADA PENSION PLAN INVESTMENT BOARD$10.4M1
111Channing Capital Management, LLC$10.2M1
112WORLDQUANT MILLENNIUM ADVISORS LLC$10.0M1
113MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$9.9M1
114Edgestream Partners, L.P.$9.8M1
115SIRIOS CAPITAL MANAGEMENT L P$9.7M1
116SHAPIRO CAPITAL MANAGEMENT LLC$9.5M1
117Shellback Capital, LP$9.5M1
118CITIGROUP INC$9.1M1
119TORONTO DOMINION BANK$8.9M1
120Bridgewater Associates, LP$8.8M1
121PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$8.6M1
122Leith Wheeler Investment Counsel Ltd.$8.6M1
123Creative Planning$8.5M1
124Assenagon Asset Management S.A.$8.5M1
125Tyro Capital Management LLC$8.5M1
126KR Capital LP$8.5M1
127KENNEDY CAPITAL MANAGEMENT LLC$8.4M1
128SUSQUEHANNA INTERNATIONAL GROUP, LLP$8.4M1
129Daventry Group, LP$8.4M1
130Corient Private Wealth LLC$8.1M1
131GLOBEFLEX CAPITAL L P$8.0M1
132Jain Global LLC$7.9M1
133HARBER ASSET MANAGEMENT LLC$7.9M1
134NEW YORK STATE COMMON RETIREMENT FUND$7.8M1
135Vanguard Global Advisers, LLC$7.7M1
136MetLife Investment Management, LLC$7.6M1
137Boston Partners$7.2M1
138Tidal Investments LLC$7.1M1
139Janus Henderson Group Ltd.$7.0M1
140CREDIT AGRICOLE S A$6.8M1
141PRUDENTIAL FINANCIAL INC$6.5M1
142IEQ CAPITAL, LLC$6.2M1
143Cetera Investment Advisers$6.1M1
144Cerity Partners LLC$6.0M1
145PICTON MAHONEY ASSET MANAGEMENT$6.0M1
146STIFEL FINANCIAL CORP$5.9M1
147Phocas Financial Corp.$5.9M1
148BNP Paribas Asset Management Holding S.A.$5.7M1
149BOOTHBAY FUND MANAGEMENT, LLC$5.6M1
150State of New Jersey Common Pension Fund D$5.3M1
151Lisanti Capital Growth, LLC$5.3M1
152Focus Partners Wealth$5.3M1
153Oliver Luxxe Assets LLC$5.2M1
154Hilton Capital Management, LLC$5.0M1
155Mariner, LLC$4.9M1
156XTX Topco Ltd$4.8M1
157Pathstone Holdings, LLC$4.6M1
158INTECH INVESTMENT MANAGEMENT LLC$4.6M1
159Engineers Gate Manager LP$4.6M1
160YOUSIF CAPITAL MANAGEMENT, LLC$4.6M1
161FIFTH THIRD BANCORP$4.4M1
162M&T BANK CORP$4.4M1
163Vanguard Personalized Indexing Management, LLC$4.4M1
164Expect Equity LLC$4.2M1
165Arizona State Retirement System$4.2M1
166NISA INVESTMENT ADVISORS, LLC$4.2M1
167ICON ADVISERS INC/CO$4.1M1
168VOYA INVESTMENT MANAGEMENT LLC$4.1M1
169BlueCrest Capital Management Ltd$4.0M1
170Vanguard Investments Australia, Ltd.$3.9M1
171COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.9M1
172Vestmark Advisory Solutions, Inc.$3.8M1
173MERCER GLOBAL ADVISORS INC /ADV$3.7M1
174STATE OF MICHIGAN RETIREMENT SYSTEM$3.7M1
175Summit Trail Advisors, LLC$3.5M1
176NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$3.5M1
177KLP KAPITALFORVALTNING AS$3.4M1
178CWM, LLC$3.4M1
179Ethic Inc.$3.3M1
180New Age Alpha Advisors, LLC$3.3M1
181OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.2M1
182LAZARD ASSET MANAGEMENT LLC$3.1M1
183CAPSTONE INVESTMENT ADVISORS, LLC$3.0M1
184GREAT LAKES ADVISORS, LLC$2.9M1
185HighTower Advisors, LLC$2.8M1
186Ameritas Investment Partners, Inc.$2.8M1
187Lighthouse Investment Partners, LLC$2.8M1
188Inspire Investing, LLC$2.8M1
189Man Group plc$2.6M1
190WCM INVESTMENT MANAGEMENT, LLC$2.6M1
191Pictet Asset Management Holding SA$2.5M1
192Orion Porfolio Solutions, LLC$2.5M1
193FIRST NATIONAL BANK OF OMAHA$2.5M1
194WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.3M1
195FORA Capital, LLC$2.3M1
196MOORE CAPITAL MANAGEMENT, LP$2.3M1
197Y-Intercept (Hong Kong) Ltd$2.2M1
198TEACHER RETIREMENT SYSTEM OF TEXAS$2.2M1
199Headlands Technologies LLC$2.1M1
200XPONANCE LLC$2.1M1
201Caption Management, LLC$2.1M1
202Old West Investment Management, LLC$2.0M1
203GUGGENHEIM CAPITAL LLC$2.0M1
204ProShare Advisors LLC$2.0M1
205PRELUDE CAPITAL MANAGEMENT, LLC$1.9M1
206NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.9M1
207Brevan Howard Capital Management LP$1.9M1
208Linden Thomas Advisory Services, LLC$1.9M1
209Havemeyer Place LP$1.9M1
210DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$1.9M1
211CAXTON ASSOCIATES LLP$1.8M1
212Aquatic Capital Management LLC$1.8M1
213Sanctuary Advisors, LLC$1.7M1
214J.W. COLE ADVISORS, INC.$1.7M1
215MAVERICK CAPITAL LTD$1.7M1
216AXQ CAPITAL, LP$1.7M1
217EQUITABLE TRUST CO$1.7M1
218&PARTNERS$1.6M1
219Mitsubishi UFJ Trust & Banking Corp$1.6M1
220HANCOCK WHITNEY CORP$1.6M1
221JOURNEY STRATEGIC WEALTH LLC$1.5M1
222US BANCORP \DE\$1.5M1
223NewEdge Advisors, LLC$1.3M1
224Concentric Capital Strategies, LP$1.3M1
225Quantbot Technologies LP$1.3M1
226Swiss Life Asset Management Ltd$1.3M1
227OSAIC HOLDINGS, INC.$1.2M1
228TWINBEECH CAPITAL LP$1.2M1
229Eurizon Capital SGR S.p.A.$1.2M1
230O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.2M1
231Meeder Advisory Services, Inc.$1.2M1
232SECURIAN ASSET MANAGEMENT, INC$1.1M1
233SIERRA SUMMIT ADVISORS LLC$1.1M1
234Pinpoint Asset Management (Singapore) Pte. Ltd.$1.1M1
235COMMERCE BANK$1.1M1
236COMMONWEALTH EQUITY SERVICES, LLC$1.1M1
237QUADRANT CAPITAL GROUP LLC$1.1M1
238PROFUND ADVISORS LLC$1.0M1
239COLDSTREAM CAPITAL MANAGEMENT INC$1.0M1
240Quinn Opportunity Partners LLC$1.0M1
241Wedmont Private Capital$988K1
242Blue Trust, Inc.$982K1
243Merit Financial Group, LLC$980K1
244Chicago Partners Investment Group LLC$942K1
245Ensign Peak Advisors, Inc$930K1
246Callan Family Office, LLC$921K1
247DnB Asset Management AS$911K1
248Lido Advisors, LLC$903K1
249Aaron Wealth Advisors LLC$903K1
250Crossmark Global Holdings, Inc.$883K1
251QRG CAPITAL MANAGEMENT, INC.$881K1
252TT International Asset Management LTD$865K1
253Federation des caisses Desjardins du Quebec$862K1
254FOX RUN MANAGEMENT, L.L.C.$852K1
255Vise Technologies, Inc.$848K1
256Verition Fund Management LLC$843K1
257State of Wyoming$841K1
258Utah Retirement Systems$827K1
259EVERGREEN CAPITAL MANAGEMENT LLC$811K1
260AIGEN INVESTMENT MANAGEMENT, LP$800K1
261Monolith Management Ltd$797K1
262BROWN ADVISORY INC$794K1
263EP Wealth Advisors, LLC$793K1
264Empowered Funds, LLC$782K1
265Maryland State Retirement & Pension System$769K1
266Vident Advisory, LLC$765K1
267EntryPoint Capital, LLC$756K1
268Baker Avenue Asset Management, LP$753K1
269MACKENZIE FINANCIAL CORP$752K1
270FULTON BANK, N.A.$742K1
271UNITED CAPITAL FINANCIAL ADVISORS, LLC$727K1
272Private Advisor Group, LLC$723K1
273WASHINGTON CAPITAL MANAGEMENT, INC$722K1
274Atria Investments, Inc$718K1
275Fairvoy Private Wealth, LLC$706K1
276Fieldview Capital Management, LLC$701K1
277AE Wealth Management LLC$674K1
278Cetera Trust Company, N.A$670K1
279OP Asset Management Ltd$650K1
280Jefferies Financial Group Inc.$637K1
281TECTONIC ADVISORS LLC$605K1
282Shay Capital LLC$603K1
283FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$603K1
284GREENLEAF TRUST$573K1
285Caitong International Asset Management Co., Ltd$570K1
286Kera Capital Partners, Inc.$559K1
287Counterpoint Mutual Funds LLC$558K1
288Tower Research Capital LLC (TRC)$552K1
289HSBC HOLDINGS PLC$551K1
290MML INVESTORS SERVICES, LLC$547K1
291SIGNATUREFD, LLC$532K1
292Polymer Capital Management (US) LLC$527K1
293IMC-Chicago, LLC$519K1
294Focus Partners Advisor Solutions, LLC$517K1
295GATEWAY INVESTMENT ADVISERS LLC$516K1
296Avior Wealth Management, LLC$506K1
297Baird Financial Group, Inc.$503K1
298PANAGORA ASSET MANAGEMENT INC$500K1
299SHELTON CAPITAL MANAGEMENT$500K1
300Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$498K1
301OPPENHEIMER ASSET MANAGEMENT INC.$492K1
302CIBC Asset Management Inc$484K1
303Fifth Third Wealth Advisors LLC$480K1
304ROMANO BROTHERS AND COMPANY$473K1
305HB Wealth Management, LLC$467K1
306DRW Securities, LLC$462K1
307MAI Capital Management$457K1
308Walleye Trading LLC$456K1
309North Dakota State Investment Board$451K1
310Centiva Capital, LP$446K1
311Phillips Wealth Planners LLC$429K1
312Larson Financial Group LLC$426K1
313Watershed Asset Management, L.L.C.$420K1
314INFRASTRUCTURE CAPITAL ADVISORS, LLC$402K1
315Diversified Trust Co$385K1
316Inscription Capital, LLC$383K1
317WINTON GROUP Ltd$368K1
318Laird Norton Wetherby Trust Company, LLC$364K1
319Ballentine Partners, LLC$363K1
320Caprock Group, LLC$360K1
321Meiji Yasuda Asset Management Co Ltd.$356K1
322Aspex Management (HK) Ltd$354K1
323VestGen Advisors, LLC$348K1
324Dynasty Wealth Management, LLC$347K1
325Westover Capital Advisors, LLC$345K1
326DAVENPORT & Co LLC$340K1
327UMB Bank, n.a.$337K1
328NORDEN GROUP LLC$334K1
329Sequoia Financial Advisors, LLC$332K1
330Quantum Portfolio Management LLC$320K1
331Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.$319K1
332EARNED WEALTH ADVISORS, LLC$318K1
333Pallas Capital Advisors LLC$317K1
334Frec Markets, Inc.$314K1
335BURNEY CO/$313K1
336First National Advisers, LLC$310K1
337KEYBANK NATIONAL ASSOCIATION/OH$301K1
338Optas, LLC$300K1
339NATIONAL BANK OF CANADA /FI/$300K1
340ANB BANK$296K1
341Farringdon Capital, Ltd.$294K1
342Resonant Capital Advisors, LLC$287K1
343Rockefeller Capital Management L.P.$287K1
344World Investment Advisors$282K1
345OMERS ADMINISTRATION Corp$276K1
346CHOREO, LLC$276K1
347WADDELL & ASSOCIATES, LLC$273K1
348EXCHANGE TRADED CONCEPTS, LLC$272K1
349Leonteq Securities AG$271K1
350MOODY ALDRICH PARTNERS LLC$269K1
351OneDigital Investment Advisors LLC$268K1
352BENJAMIN EDWARDS INC$267K1
353Dynamic Advisor Solutions LLC$260K1
354Allworth Financial LP$259K1
355NorthCrest Asset Manangement, LLC$254K1
356Compound Planning, Inc.$249K1
357Bull Harbor Capital LLC$242K1
358SouthState Bank Corp$235K1
359MGO ONE SEVEN LLC$230K1
360Independent Advisor Alliance$228K1
361Modern Wealth Management, LLC$227K1
362Sivia Capital Partners, LLC$227K1
363STEPH & CO$221K1
364Rafferty Asset Management, LLC$217K1
365EVOLVE PRIVATE WEALTH, LLC$214K1
366BOURNE LENT ASSET MANAGEMENT INC$213K1
367Savant Capital, LLC$207K1
368Absolute Gestao de Investimentos Ltda.$205K1
369Index Technologies Group LLC$202K1
370Leo Wealth, LLC$201K1
371ANGELES WEALTH MANAGEMENT, LLC$201K1
372CHILDRESS CAPITAL ADVISORS, LLC$200K1
373Smartleaf Asset Management LLC$197K1
374Northwest & Ethical Investments L.P.$182K1
375Pinnacle Wealth Planning Services, Inc.$170K1
376ABN AMRO INVESTMENT SOLUTIONS$166K1
377Arax Advisory Partners$120K1
378Persistent Asset Partners Ltd$120K1
379Bayforest Capital Ltd$115K1
380Steward Partners Investment Advisory, LLC$114K1
381SCHRODER INVESTMENT MANAGEMENT GROUP$108K1
382Atlantic Union Bankshares Corp$106K1
383Salomon & Ludwin, LLC$90.8K1
384Truvestments Capital LLC$73.4K1
385Penserra Capital Management LLC$57.6K1
386NOMURA ASSET MANAGEMENT CO LTD$57.5K1
387NATIXIS ADVISORS, LLC$53.3K1
388SJS Investment Consulting Inc.$52.9K1
389NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$51.7K1
390Mitsubishi UFJ Asset Management Co., Ltd.$43.9K1
391Parkside Financial Bank & Trust$41.6K1
392True Wealth Design, LLC$37.2K1
393Rakuten Securities, Inc.$35.6K1
394THRIVENT FINANCIAL FOR LUTHERANS$33.0K1
395JONES FINANCIAL COMPANIES LLLP$28.0K1
396Physician Wealth Advisors, Inc.$27.6K1
397Bell Investment Advisors, Inc$24.8K1
398ARMSTRONG ADVISORY GROUP, INC$24.1K1
399Measured Wealth Private Client Group, LLC$22.1K1
400Owl Creek Wealth Partners LLC$20.2K1
401LORD, ABBETT & CO. LLC$20.2K1
402Kemnay Advisory Services Inc.$19.3K1
403Clearstead Trust, LLC$18.8K1
404Accordant Advisory Group Inc$17.9K1
405Elequin Capital, LP$17.9K1
406SBI Securities Co., Ltd.$17.9K1
407Wall Street Financial Group, Inc.$16.8K1
408ASSETMARK, INC$16.3K1
409CVA Family Office, LLC$14.9K1
410NEW YORK STATE TEACHERS RETIREMENT SYSTEM$14.5K1
411FARMERS & MERCHANTS INVESTMENTS INC$13.6K1
412Clearstead Advisors, LLC$12.6K1
413INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$12.0K1
414ROGCO, LP$11.7K1
415Bravera Wealth$11.5K1
416Keating Financial Advisory Services, Inc.$11.3K1
417ALGERT GLOBAL LLC$10.1K1
418ACADIAN ASSET MANAGEMENT LLC$9.5K1
419Joseph Group Capital Management$9.4K1
420Medallion Wealth Advisors, LLC$9.2K1
421Transamerica Financial Advisors, LLC$9.0K1
422CANADA LIFE ASSURANCE Co$8.9K1
423Acumen Wealth Advisors, LLC$8.5K1
424ELEVATION WEALTH PARTNERS, LLC$7.8K1
425Wealth Enhancement Trust Services, Inc.$7.8K1
426Cassaday & Co Wealth Management LLC$7.4K1
427JFS WEALTH ADVISORS, LLC$7.1K1
428AMALGAMATED BANK$7.1K1
429Treasurer of the State of North Carolina$6.6K1
430KBC Group NV$6.0K1
431Fairman Group, LLC$5.5K1
432Prestige Wealth Management Group LLC$5.1K1
433JPL Wealth Management, LLC$5.1K1
434Quest 10 Wealth Builders, Inc.$4.8K1
435Sunrise Financial Services, LLC$4.6K1
436Private Wealth Management Group, LLC$4.4K1
437Retirement Wealth Solutions LLC$4.1K1
438Rialto Wealth Management, LLC$3.9K1
439MV CAPITAL MANAGEMENT, INC.$3.7K1
440NEW MEXICO EDUCATIONAL RETIREMENT BOARD$3.2K1
441ALBION FINANCIAL GROUP /UT$3.2K1
442Cromwell Holdings LLC$3.0K1
443DiNuzzo Private Wealth, Inc.$3.0K1
444Quaker Wealth Management, LLC$2.8K1
445WPG Advisers, LLC$2.8K1
446Vestcor Inc$2.6K1
447Kilter Group LLC$2.5K1
448Grove Bank & Trust$2.3K1
449IFM Investors Pty Ltd$2.3K1
450United Financial Planning Group LLC$2.3K1
451Signature Equity Partners, LLC$2.1K1
452South Dakota Investment Council$2.0K1
453TD Waterhouse Canada Inc.$1.9K1
454DecisionPoint Financial, LLC$1.8K1
455Sachetta, LLC$1.8K1
456State of Alaska, Department of Revenue$1.5K1
457MCF Advisors LLC$1.4K1
458Vermillion Wealth Management, Inc.$1.4K1
459Activest Wealth Management$1.4K1
460ATWOOD & PALMER INC$1.2K1
461Stone House Investment Management, LLC$1.1K1
462HFM Investment Advisors, LLC$1.1K1
463MONTAG A & ASSOCIATES INC$1.1K1
464HARBOR CAPITAL ADVISORS, INC.$9541
465Quantitative Investment Management, LLC$6921
466Claret Asset Management Corp$5241
467Jackson Creek Investment Advisors LLC$5101
468Virtu Financial LLC$4281
469Cambridge Investment Research Advisors, Inc.$3681
470PARK AVENUE SECURITIES LLC$2711
471TFC Financial Management, Inc.$2301
472TopTier Wealth Management, LLC$2301
4733 FACTOR INDEXING, LLC$2301
474Raleigh Capital Management Inc.$611
475Smithfield Trust Co$351
476Capital Advisors, Ltd. LLC$311
477Matrix Trust Co$141
478CX Institutional$121
479Avion Wealth$91
480BANK OF NOVA SCOTIA— value not disclosed1
481VANGUARD GROUP INC— value not disclosed1
482DANSKE BANK A/S— value not disclosed1
483HARBOUR INVESTMENTS, INC.— value not disclosed1
484Banco Santander, S.A.— value not disclosed1
485Wilmington Savings Fund Society, FSB— value not disclosed1
486COMERICA BANK— value not disclosed1
487GROUP ONE TRADING LLC— value not disclosed1
488VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
489UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO— value not disclosed1
490LSV ASSET MANAGEMENT— value not disclosed1
491GLENVIEW CAPITAL MANAGEMENT, LLC— value not disclosed1
492ARROWSTREET CAPITAL, LIMITED PARTNERSHIP— value not disclosed1
493AQR Arbitrage LLC— value not disclosed1
494CIBC Private Wealth Group LLC— value not disclosed1
495Southpoint Capital Advisors LP— value not disclosed1
496NORGES BANK— value not disclosed1
497HRT FINANCIAL LP— value not disclosed1
498TWO SIGMA ADVISERS, LP— value not disclosed1
499MIRABELLA FINANCIAL SERVICES LLP— value not disclosed1
500Quantedge Capital Pte Ltd— value not disclosed1
Truncated by Public Filings. Every one of the 479 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)1 buy / 2 sell
Congress net ($ bound)−$29.0K to $13.0K
Filers net (actions)not in build
Filers net ($ 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 MKSI

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for MKSI · financials and macro

Financials — as filed PLANNED

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