Public record / Tickers / MKTX

MKTX — MARKETAXESS HOLDINGS INC†

Both disclosure regimes on one name: who in Congress filed about MKTX, 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
20
all PTR rows naming MKTX
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
05-19
filed 2026-05-19
13F holders
422
top-422 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

Josh Gottheimer · $1.0K–$15.0K

SELL · traded 2026-04-09 → filed 2026-05-19. Ranked over every MKTX row by the provable lower bound, never a point estimate.

1 member · 0 buys / 1 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

3 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 MKTX · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning MKTX
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-05-19Josh Gottheimer D–NJ-5SELL JT (jointly owned)Traded 04-09 +40d$1K–$15K
2025-03-12Julie Johnson D–TX-32SELL JT (jointly owned)Traded 02-12 +28d$1K–$15K
2025-02-12Julie Johnson D–TX-32BUY JT (jointly owned)Traded 01-15 +28d$1K–$15K
2023-08-13Daniel S. Goldman D–NY-10SELLTraded 07-12 +32d$1K–$15K
2023-05-19Daniel S. Goldman D–NY-10BUYTraded 04-10 +39d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 20 ↗

Members active in MKTX

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing MKTX 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.
Josh Gottheimer D–NJ-51−$15.0K to −$1.0K2

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

Congress ↔ notable managers · MKTX

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $9.9M held
Trimming
1 Bridgewater Associates $925K held

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

Merged timeline of congressional filings and notable-manager moves on MKTX
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+31,491 sh
2026-05-15Bridgewater Associates 13FTRIM−7,653 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

full holders view ↗
Top institutional holders of MKTX for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$672M1
2PRIMECAP MANAGEMENT CO/CA/$552M1
3AQR CAPITAL MANAGEMENT LLC$443M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$357M1
5North Reef Capital Management LP$309M1
6VANGUARD CAPITAL MANAGEMENT LLC$265M1
7FMR LLC$251M1
8STATE STREET CORP$211M1
9MILLENNIUM MANAGEMENT LLC$179M1
10BANK OF MONTREAL /CAN/$168M1
11GUARDCAP ASSET MANAGEMENT Ltd$106M1
12DIMENSIONAL FUND ADVISORS LP$95.9M1
13TWO SIGMA INVESTMENTS, LP$86.5M1
14MORGAN STANLEY$80.9M1
15Findlay Park Partners LLP$79.3M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$55.8M1
17Walleye Capital LLC$54.9M1
18ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$48.7M1
19RDST Capital LLC$48.7M1
20UBS Group AG$44.9M1
21BANK OF AMERICA CORP /DE/$43.5M1
22Amundi$42.7M1
23Point72 Asset Management, L.P.$41.7M1
24NORTHERN TRUST CORP$39.0M1
25VANGUARD FIDUCIARY TRUST CO$37.9M1
26Champlain Investment Partners, LLC$34.7M1
27VICTORY CAPITAL MANAGEMENT INC$33.8M1
28BNP Paribas Asset Management Holding S.A.$33.6M1
29PUBLIC SECTOR PENSION INVESTMENT BOARD$31.7M1
30PRINCIPAL FINANCIAL GROUP INC$30.0M1
31Connor, Clark & Lunn Investment Management Ltd.$28.7M1
32IEQ CAPITAL, LLC$28.7M1
33Janus Henderson Group Ltd.$27.8M1
34RENAISSANCE TECHNOLOGIES LLC$27.6M1
35Sone Capital Management, LLC$26.4M1
36Nuveen, LLC$24.4M1
37HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$24.0M1
38RAYMOND JAMES FINANCIAL INC$20.1M1
39Invesco Ltd.$19.5M1
40Davis Asset Management, L.P.$18.0M1
41UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$17.7M1
42Assenagon Asset Management S.A.$17.3M1
43Polar Asset Management Partners Inc.$17.2M1
44Legal & General Group Plc$15.0M1
45Cerity Partners LLC$13.9M1
46CITADEL ADVISORS LLC$13.6M1
47Mariner, LLC$13.1M1
48CWM, LLC$12.2M1
49Swiss National Bank$12.2M1
50CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$12.0M1
51Trexquant Investment LP$11.6M1
52Gotham Asset Management, LLC$9.9M1
53HEARTLAND ADVISORS INC$9.6M1
54WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$8.9M1
55ICICI Prudential Asset Management Co Ltd$8.1M1
56Quantinno Capital Management LP$7.8M1
57ALLIANCEBERNSTEIN L.P.$7.5M1
58Holocene Advisors, LP$7.2M1
59Schonfeld Strategic Advisors LLC$7.0M1
60FIRST TRUST ADVISORS LP$6.5M1
61WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD$6.5M1
62CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$6.4M1
63DEUTSCHE BANK AG\$6.2M1
64STIFEL FINANCIAL CORP$5.9M1
65STATE OF WISCONSIN INVESTMENT BOARD$5.9M1
66STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$5.8M1
67VANGUARD ASSET MANAGEMENT, Ltd$5.5M1
68MERCER GLOBAL ADVISORS INC /ADV$5.3M1
69Prana Capital Management, LP$5.2M1
70VAN DEN BERG MANAGEMENT I, INC$5.2M1
71ROYAL BANK OF CANADA$5.1M1
72SEI INVESTMENTS CO$5.0M1
73ALPS ADVISORS INC$4.8M1
74Taylor Hoffman Capital Management LLC$4.8M1
75Robertson Opportunity Capital, LLC$4.8M1
76Universal- Beteiligungs- und Servicegesellschaft mbH$4.5M1
77Interval Partners, LP$4.4M1
78READYSTATE ASSET MANAGEMENT LP$4.1M1
79BANK OF NOVA SCOTIA$4.1M1
80ExodusPoint Capital Management, LP$4.0M1
81Creative Planning$3.8M1
82CANADA PENSION PLAN INVESTMENT BOARD$3.8M1
83CITIGROUP INC$3.5M1
84HSBC HOLDINGS PLC$3.5M1
85Lombard Odier Asset Management (Europe) Ltd$3.5M1
86Illinois Municipal Retirement Fund$3.4M1
87Walleye Trading LLC$3.1M1
88GUARDIAN CAPITAL LP$3.0M1
89WINTON GROUP Ltd$3.0M1
90FRANKLIN RESOURCES INC$2.9M1
91Cinctive Capital Management LP$2.9M1
92CenterBook Partners LP$2.8M1
93AMERICAN CENTURY COMPANIES INC$2.7M1
94Squarepoint Ops LLC$2.6M1
95ENVESTNET ASSET MANAGEMENT INC$2.5M1
96Focus Partners Wealth$2.5M1
97Vanguard Global Advisers, LLC$2.5M1
98Elo Mutual Pension Insurance Co$2.4M1
99Tidal Investments LLC$2.4M1
100Zurcher Kantonalbank (Zurich Cantonalbank)$2.3M1
101Sanctuary Advisors, LLC$2.3M1
102BARCLAYS PLC$2.3M1
103Man Group plc$2.3M1
104Merit Financial Group, LLC$2.3M1
105EXCHANGE TRADED CONCEPTS, LLC$2.2M1
106State of New Jersey Common Pension Fund D$2.1M1
107JANE STREET GROUP, LLC$2.1M1
108Focus Partners Advisor Solutions, LLC$2.0M1
109Pallas Capital Advisors LLC$1.8M1
110Alpha Omega Wealth Management LLC$1.8M1
111Arizona State Retirement System$1.7M1
112FIFTH THIRD BANCORP$1.7M1
113XTX Topco Ltd$1.6M1
114Vanguard Investments Australia, Ltd.$1.6M1
115COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.5M1
116OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.4M1
117Summit Trail Advisors, LLC$1.4M1
118Krilogy Financial LLC$1.4M1
119Jefferies Financial Group Inc.$1.4M1
120MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.3M1
121Baird Financial Group, Inc.$1.3M1
122Weiss Asset Management LP$1.2M1
123Oak Thistle LLC$1.2M1
124Maryland State Retirement & Pension System$1.2M1
125Empowered Funds, LLC$1.1M1
126Bull Harbor Capital LLC$1.1M1
127Dynamic Technology Lab Private Ltd$1.0M1
128VOYA INVESTMENT MANAGEMENT LLC$964K1
129HighTower Advisors, LLC$963K1
130Parvin Asset Management, LLC$952K1
131EVOLVE PRIVATE WEALTH, LLC$940K1
132Diversified Trust Co$933K1
133Pictet Asset Management Holding SA$926K1
134Bridgewater Associates, LP$925K1
135OSAIC HOLDINGS, INC.$880K1
136AXQ CAPITAL, LP$856K1
137Sivia Capital Partners, LLC$854K1
138Ensign Peak Advisors, Inc$852K1
139Alyeska Investment Group, L.P.$832K1
140WELLS FARGO & COMPANY/MN$813K1
141Engineers Gate Manager LP$803K1
142Curi Capital, LLC$782K1
143NorthCrest Asset Manangement, LLC$761K1
144NORDEA INVESTMENT MANAGEMENT AB$749K1
145NEW YORK LIFE INVESTMENT MANAGEMENT LLC$733K1
146Hennion & Walsh Asset Management, Inc.$721K1
147PDT Partners, LLC$706K1
148MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$702K1
149LPL Financial LLC$702K1
150BALYASNY ASSET MANAGEMENT L.P.$690K1
151DRW Securities, LLC$676K1
152Northwest & Ethical Investments L.P.$666K1
153CIBC WORLD MARKET INC.$659K1
154JACOBS LEVY EQUITY MANAGEMENT, INC$645K1
155Chicago Partners Investment Group LLC$635K1
156MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$596K1
157Vanguard Personalized Indexing Management, LLC$593K1
158TD Waterhouse Canada Inc.$589K1
159TD ASSET MANAGEMENT INC$588K1
160Lido Advisors, LLC$586K1
161Blueshift Asset Management, LLC$571K1
162Larson Financial Group LLC$563K1
163Waverly Advisors, LLC$555K1
164D. E. Shaw & Co., Inc.$547K1
165CIBC Bancorp USA Inc.$546K1
166Parcion Private Wealth LLC$537K1
167New Age Alpha Advisors, LLC$535K1
168HB Wealth Management, LLC$532K1
169Vident Advisory, LLC$528K1
170Inspire Advisors, LLC$504K1
171Y-Intercept (Hong Kong) Ltd$504K1
172&PARTNERS$495K1
173US BANCORP \DE\$490K1
174waypoint wealth counsel$487K1
175WADDELL & ASSOCIATES, LLC$483K1
176JACKSON THORNTON WEALTH MANAGEMENT, LLC$479K1
177JOURNEY STRATEGIC WEALTH LLC$464K1
178Vestmark Advisory Solutions, Inc.$458K1
179XPONANCE LLC$457K1
180KEYBANK NATIONAL ASSOCIATION/OH$454K1
181Qsemble Capital Management, LP$442K1
182Federation des caisses Desjardins du Quebec$439K1
183ASSETMARK, INC$438K1
184EVOKE WEALTH, LLC$434K1
185FOX RUN MANAGEMENT, L.L.C.$432K1
186CITIZENS FINANCIAL GROUP INC/RI$428K1
187O'SHAUGHNESSY ASSET MANAGEMENT, LLC$425K1
188denkapparat Operations GmbH$425K1
189Optimize Financial Inc$422K1
190AVIVA PLC$412K1
191Allworth Financial LP$411K1
192Caerus Investment Advisors, LLC$400K1
193Clearstead Advisors, LLC$385K1
194Arax Advisory Partners$379K1
195PEAK6 LLC$378K1
196Rothschild Wealth LLC$378K1
197Corient Private Wealth LLC$377K1
198TWO SIGMA SECURITIES, LLC$373K1
199CIBC Asset Management Inc$369K1
200Swiss Life Asset Management Ltd$353K1
201Allegiance Financial Group Advisory Services LLC$349K1
202HORIZON KINETICS ASSET MANAGEMENT LLC$347K1
203NewEdge Advisors, LLC$345K1
204PINNACLE ASSOCIATES LTD$335K1
205NWAM LLC$327K1
206KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$327K1
207EARNED WEALTH ADVISORS, LLC$326K1
208RMR Wealth Builders$323K1
209Machina Capital S.A.S.$322K1
210Knollwood Investment Advisory, LLC$319K1
211Utah Retirement Systems$318K1
212Linden Thomas Advisory Services, LLC$317K1
213SYM FINANCIAL Corp$309K1
214Pathstone Holdings, LLC$301K1
215Kera Capital Partners, Inc.$291K1
216Ariadne Wealth Management, LP$288K1
217GenTrust, LLC$288K1
218Crossmark Global Holdings, Inc.$283K1
219BEESE FULMER INVESTMENT MANAGEMENT, INC.$282K1
220NOMURA HOLDINGS INC$265K1
221Dundas Partners LLP$265K1
222Morningstar Investment Management LLC$264K1
223R Squared Ltd$262K1
224Argos Wealth Advisors, LLC$258K1
225Aquatic Capital Management LLC$249K1
226Abundance Wealth Counselors$247K1
227TEACHER RETIREMENT SYSTEM OF TEXAS$241K1
228Brooklyn Investment Group$239K1
229Fieldview Capital Management, LLC$233K1
230Vise Technologies, Inc.$232K1
231Guardian Partners Inc.$232K1
232Wick Capital Partners, LLC$232K1
233QTR Family Wealth, LLC$231K1
234OMERS ADMINISTRATION Corp$229K1
235Odyssean, LLC$228K1
236GLOBEFLEX CAPITAL L P$226K1
237Empirical Finance, LLC$214K1
238Tower Research Capital LLC (TRC)$211K1
239Retirement Planning Co of New England, Inc.$206K1
240SHELTON CAPITAL MANAGEMENT$205K1
241BARD ASSOCIATES INC$191K1
242NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$135K1
243Pinnacle Wealth Planning Services, Inc.$122K1
244Caitong International Asset Management Co., Ltd$112K1
245True Wealth Design, LLC$103K1
246Eurizon Capital SGR S.p.A.$96.0K1
247MAI Capital Management$73.1K1
248Salomon & Ludwin, LLC$71.5K1
249Destiny Wealth Partners, LLC$59.7K1
250WESTPAC BANKING CORP$56.3K1
251FEDERATED HERMES, INC.$46.0K1
252Asset Management One Co., Ltd.$44.4K1
253Quarry LP$43.4K1
254NOMURA ASSET MANAGEMENT CO LTD$42.9K1
255Generali Asset Management SPA SGR$35.3K1
256Steward Partners Investment Advisory, LLC$34.9K1
257UMB Bank, n.a.$34.8K1
258Bayforest Capital Ltd$33.8K1
259SJS Investment Consulting Inc.$33.0K1
260CVA Family Office, LLC$22.6K1
261HRT FINANCIAL LP$22.6K1
262Aster Capital Management (DIFC) Ltd$22.5K1
263Bank Julius Baer & Co. Ltd, Zurich$20.7K1
264QUADRANT CAPITAL GROUP LLC$20.6K1
265Smartleaf Asset Management LLC$19.3K1
266Community Financial Services Group, LLC$19.0K1
267Activest Wealth Management$18.6K1
268HM PAYSON & CO$18.1K1
269SIGNATUREFD, LLC$16.8K1
270Rockefeller Capital Management L.P.$16.6K1
271Owl Creek Wealth Partners LLC$15.7K1
272CNB Bank$15.2K1
273MATHER GROUP, LLC.$9.9K1
274Mitsubishi UFJ Asset Management Co., Ltd.$9.2K1
275Global X Japan Co., Ltd.$8.6K1
276INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$8.4K1
277MCF Advisors LLC$8.2K1
278Clearstead Trust, LLC$7.9K1
279FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$7.3K1
280Parkside Financial Bank & Trust$7.1K1
281STOREBRAND ASSET MANAGEMENT AS$7.1K1
282Leonteq Securities AG$6.4K1
283JPL Wealth Management, LLC$5.9K1
284Manchester Capital Management LLC$5.8K1
285CANADA LIFE ASSURANCE Co$5.6K1
286Bangor Savings Bank$5.3K1
287THRIVENT FINANCIAL FOR LUTHERANS$5.1K1
288C M BIDWELL & ASSOCIATES LTD$4.8K1
289Keating Financial Advisory Services, Inc.$4.1K1
290Stone House Investment Management, LLC$3.8K1
291First Eagle Investment Management, LLC$3.6K1
292Investors Research Corp$3.6K1
293Hunter Perkins Capital Management, LLC$3.3K1
294ALGERT GLOBAL LLC$3.2K1
295State of Alaska, Department of Revenue$3.0K1
296Treasurer of the State of North Carolina$2.6K1
297Transamerica Financial Advisors, LLC$2.3K1
298SALEM INVESTMENT COUNSELORS INC$2.3K1
299JFS WEALTH ADVISORS, LLC$2.1K1
300Dogwood Wealth Management LLC$2.1K1
301MTM Investment Management, LLC$2.0K1
302MV CAPITAL MANAGEMENT, INC.$1.8K1
303NATIXIS ADVISORS, LLC$1.8K1
304SouthState Bank Corp$1.5K1
305Marquette Asset Management, LLC$1.5K1
306FINANCIAL CONSULATE, INC$1.5K1
307CENTRAL TRUST Co$1.2K1
308Cromwell Holdings LLC$9901
309Ankerstar Wealth, LLC$9901
310Kilter Group LLC$9901
311DekaBank Deutsche Girozentrale$8541
312ELEVATION WEALTH PARTNERS, LLC$8251
313DiNuzzo Private Wealth, Inc.$8251
314GILPIN WEALTH MANAGEMENT, LLC$8251
315Virtu Financial LLC$7821
316Vermillion Wealth Management, Inc.$4951
317Bell Investment Advisors, Inc$4951
318Sachetta, LLC$4951
319AMICA MUTUAL INSURANCE CO$4551
320X-Square Capital, LLC$3601
321ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$3301
322Atlantic Union Bankshares Corp$3301
323Prestige Wealth Management Group LLC$3301
324Rialto Wealth Management, LLC$3301
325HFM Investment Advisors, LLC$3301
326GSA CAPITAL PARTNERS LLP$3001
327KBC Group NV$1971
328Abound Wealth Management$1651
329Annis Gardner Whiting Capital Advisors, LLC$1651
330South Dakota Investment Council$1401
331Employees Retirement System of Texas$511
332Smithfield Trust Co$51
333Avion Wealth$01
334TRUIST FINANCIAL CORP— value not disclosed1
335VANGUARD GROUP INC— value not disclosed1
336COMMONWEALTH EQUITY SERVICES, LLC— value not disclosed1
337BENEDICT FINANCIAL ADVISORS INC— value not disclosed1
338HARBOUR INVESTMENTS, INC.— value not disclosed1
339PDS Planning, Inc— value not disclosed1
340PANAGORA ASSET MANAGEMENT INC— value not disclosed1
341COMERICA BANK— value not disclosed1
342GROUP ONE TRADING LLC— value not disclosed1
343GROUPAMA ASSET MANAGMENT— value not disclosed1
344ROVIN CAPITAL /UT/ /ADV— value not disclosed1
345D.A. DAVIDSON & CO.— value not disclosed1
346INTECH INVESTMENT MANAGEMENT LLC— value not disclosed1
347CSS LLC/IL— value not disclosed1
348PROFUND ADVISORS LLC— value not disclosed1
349PRUDENTIAL FINANCIAL INC— value not disclosed1
350LAZARD ASSET MANAGEMENT LLC— value not disclosed1
351FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.— value not disclosed1
352CIBC Private Wealth Group LLC— value not disclosed1
353Graham Capital Management, L.P.— value not disclosed1
354Essex Financial Services, Inc.— value not disclosed1
355NORGES BANK— value not disclosed1
356Hudson Bay Capital Management LP— value not disclosed1
357MACQUARIE GROUP LTD— value not disclosed1
358Robeco Institutional Asset Management B.V.— value not disclosed1
359CAPSTONE INVESTMENT ADVISORS, LLC— value not disclosed1
360SUSQUEHANNA INTERNATIONAL GROUP, LLP— value not disclosed1
361Verition Fund Management LLC— value not disclosed1
362TWO SIGMA ADVISERS, LP— value not disclosed1
363TCTC Holdings, LLC— value not disclosed1
364SIMPLEX TRADING, LLC— value not disclosed1
365Brevan Howard Capital Management LP— value not disclosed1
366AIA Group Ltd— value not disclosed1
367Twin Tree Management, LP— value not disclosed1
368BANQUE PICTET & CIE SA— value not disclosed1
369LANDSCAPE CAPITAL MANAGEMENT, L.L.C.— value not disclosed1
370PICTON MAHONEY ASSET MANAGEMENT— value not disclosed1
371EP Wealth Advisors, LLC— value not disclosed1
372BOOTHBAY FUND MANAGEMENT, LLC— value not disclosed1
373VOLORIDGE INVESTMENT MANAGEMENT, LLC— value not disclosed1
374BW Gestao de Investimentos Ltda.— value not disclosed1
375Sather Financial Group Inc— value not disclosed1
376Gator Capital Management, LLC— value not disclosed1
377Perigon Wealth Management, LLC— value not disclosed1
378MYDA Advisors LLC— value not disclosed1
379Formidable Asset Management, LLC— value not disclosed1
380MUFG Securities EMEA plc— value not disclosed1
381FJ Capital Management LLC— value not disclosed1
382Sequoia Financial Advisors, LLC— value not disclosed1
383Lighthouse Investment Partners, LLC— value not disclosed1
384Credit Capital Investments LLC— value not disclosed1
385Roble, Belko & Company, Inc— value not disclosed1
386Quadrature Capital Ltd— value not disclosed1
387Cetera Investment Advisers— value not disclosed1
388CHOREO, LLC— value not disclosed1
389NORTHWEST WEALTH MANAGEMENT, LLC— value not disclosed1
390Bridgefront Capital, LLC— value not disclosed1
391Claret Asset Management Corp— value not disclosed1
392West Branch Capital LLC— value not disclosed1
393AIGEN INVESTMENT MANAGEMENT, LP— value not disclosed1
394Global Retirement Partners, LLC— value not disclosed1
395Geneos Wealth Management Inc.— value not disclosed1
396SAGE RHINO CAPITAL LLC— value not disclosed1
397Physician Wealth Advisors, Inc.— value not disclosed1
398NIA IMPACT ADVISORS, LLC— value not disclosed1
399State of Wyoming— value not disclosed1
400Blue Trust, Inc.— value not disclosed1
401Spire Wealth Management— value not disclosed1
402NFJ INVESTMENT GROUP, LLC— value not disclosed1
403TUCKER ASSET MANAGEMENT LLC— value not disclosed1
404AlphaQuest LLC— value not disclosed1
405Stiles Financial Services Inc— value not disclosed1
406SageView Advisory Group, LLC— value not disclosed1
407Cape Investment Advisory, Inc.— value not disclosed1
408Dunhill Financial, LLC— value not disclosed1
409LECAP ASSET MANAGEMENT LTD— value not disclosed1
410Savvy Advisors, Inc.— value not disclosed1
411QSV Equity Investors LLC— value not disclosed1
412Scientech Research LLC— value not disclosed1
413Wealth Watch Advisors, INC— value not disclosed1
414Kaufman Rossin Wealth, LLC— value not disclosed1
415SummitTX Capital, L.P.— value not disclosed1
416POINCIANA ADVISORS GROUP, LLC— value not disclosed1
417Rakuten Investment Management, Inc.— value not disclosed1
418North Dakota State Investment Board— value not disclosed1
419OPTIMA CAPITAL LLC— value not disclosed1
420Dockside LLC— value not disclosed1
421Fideuram Asset Management (Ireland) dac— value not disclosed1
422Purpose Unlimited Inc.— value not disclosed1
Truncated by Public Filings. Every one of the 333 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)0 buy / 1 sell
Congress net ($ bound)−$15.0K to −$1.0K
Filers net (actions)not in build
Filers net ($ 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 MKTX

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for MKTX · financials and macro

Financials — as filed PLANNED

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