Public record / Tickers / MTDR

MTDR — Matador Resources Co†

Both disclosure regimes on one name: who in Congress filed about MTDR, 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 MTDR
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
02-13
filed 2026-02-13
13F holders
412
top-412 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

Gilbert Ray Cisneros, Jr. · $15.0K–$50.0K

SELL · traded 2026-01-09 → filed 2026-02-13. Ranked over every MTDR 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.

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

1 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. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING MTDR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning MTDR
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31SELLTraded 01-09 +35d$15K–$50K
2024-07-09Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 06-21 +18d$1K–$15K
2021-07-15Josh Gottheimer D–NJ-5BUY JT (jointly owned)Traded 06-24 +21d$1K–$15K
2020-02-10Josh Gottheimer D–NJ-5BUY JT (jointly owned)Traded 01-10 +31d$1K–$15K
2020-01-06Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 2019-12-10 +27d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 7 ↗

Members active in MTDR

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing MTDR 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.
Gilbert Ray Cisneros, Jr. D–CA-311−$50.0K to −$15.0K2

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

Congress ↔ notable managers · MTDR

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 $1.9M held
Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · MATADOR RES CO

Merged timeline of congressional filings and notable-manager moves on MTDR
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+15,695 sh

1 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 MTDR for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$704M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$535M1
3DIMENSIONAL FUND ADVISORS LP$439M1
4STATE STREET CORP$324M1
5VANGUARD CAPITAL MANAGEMENT LLC$320M1
6WELLINGTON MANAGEMENT GROUP LLP$252M1
7ADAGE CAPITAL PARTNERS GP, L.L.C.$192M1
8AMERICAN CENTURY COMPANIES INC$140M1
9MORGAN STANLEY$137M1
10ALLIANCEBERNSTEIN L.P.$113M1
11FIRST TRUST ADVISORS LP$101M1
12AQR CAPITAL MANAGEMENT LLC$97.3M1
13CIBC Bancorp USA Inc.$86.3M1
14NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$85.0M1
15Copeland Capital Management, LLC$82.4M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$80.6M1
17Invesco Ltd.$80.0M1
18MASSACHUSETTS FINANCIAL SERVICES CO /MA/$66.7M1
19VICTORY CAPITAL MANAGEMENT INC$65.7M1
20NORTHERN TRUST CORP$64.3M1
21FRANKLIN RESOURCES INC$63.0M1
22Nuveen, LLC$59.1M1
23Sagefield Capital LP$56.0M1
24Fisher Asset Management, LLC$52.5M1
25FRONTIER CAPITAL MANAGEMENT CO LLC$52.0M1
26BANK OF AMERICA CORP /DE/$51.1M1
27Champlain Investment Partners, LLC$47.1M1
28VANGUARD FIDUCIARY TRUST CO$45.6M1
29WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$39.4M1
30UBS Group AG$38.3M1
31FEARNLEY ASSET MANAGEMENT AS$32.5M1
32ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$30.9M1
33Universal- Beteiligungs- und Servicegesellschaft mbH$29.2M1
34Goehring & Rozencwajg Associates, LLC$28.9M1
35Allspring Global Investments Holdings, LLC$27.9M1
36ROYAL BANK OF CANADA$25.9M1
37Yaupon Capital Management LP$24.6M1
38SEI INVESTMENTS CO$24.3M1
39ENVESTNET ASSET MANAGEMENT INC$21.9M1
40SHAPIRO CAPITAL MANAGEMENT LLC$21.1M1
41Retirement Systems of Alabama$20.7M1
42ROYCE & ASSOCIATES LP$20.5M1
43CRAMER ROSENTHAL MCGLYNN LLC$18.4M1
44SCHRODER INVESTMENT MANAGEMENT GROUP$17.9M1
45Susquehanna Portfolio Strategies, LLC$16.9M1
46PRINCIPAL FINANCIAL GROUP INC$16.5M1
47CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$16.1M1
48ADVISORY RESEARCH INC$15.5M1
49Swiss National Bank$14.7M1
50Pathstone Holdings, LLC$14.1M1
51STATE OF WISCONSIN INVESTMENT BOARD$13.7M1
52Ceredex Value Advisors LLC$12.6M1
53NFJ INVESTMENT GROUP, LLC$11.8M1
54UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$11.8M1
55Verition Fund Management LLC$11.0M1
56Oxbow Advisors, LLC$10.3M1
57BARCLAYS PLC$10.1M1
58HEARTLAND ADVISORS INC$9.6M1
59RAYMOND JAMES FINANCIAL INC$9.6M1
60MILLENNIUM MANAGEMENT LLC$9.0M1
61Corigliano Investment Advisers, LLC$8.9M1
62FIRST SABREPOINT CAPITAL MANAGEMENT LP$8.5M1
63Creative Planning$8.4M1
64Legal & General Group Plc$8.0M1
65Rafferty Asset Management, LLC$7.9M1
66Aventail Capital Group, LP$7.9M1
67Lisanti Capital Growth, LLC$7.8M1
68STIFEL FINANCIAL CORP$7.6M1
69THORNBURG INVESTMENT MANAGEMENT INC$7.2M1
70WELLS FARGO & COMPANY/MN$6.9M1
71Phocas Financial Corp.$6.7M1
72LPL Financial LLC$6.6M1
73Curi Capital, LLC$6.2M1
74Emerald Investment Advisers, LLC$6.2M1
75Vanguard Global Advisers, LLC$5.9M1
76CastleKnight Management LP$5.9M1
77VANGUARD ASSET MANAGEMENT, Ltd$5.6M1
78Dash Acquisitions Inc.$5.5M1
79Connor, Clark & Lunn Investment Management Ltd.$5.4M1
80MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.3M1
81Jefferies Financial Group Inc.$5.2M1
82CITIGROUP INC$5.1M1
83Recurrent Investment Advisors LLC$4.9M1
84D. E. Shaw & Co., Inc.$4.3M1
85ExodusPoint Capital Management, LP$4.3M1
86Sterling Capital Management LLC$4.2M1
87FIFTH THIRD BANCORP$4.2M1
88Concurrent Investment Advisors, LLC$4.1M1
89Cerity Partners LLC$4.1M1
90HOMESTEAD ADVISERS CORP$4.0M1
91FMR LLC$3.9M1
92HANCOCK WHITNEY CORP$3.9M1
93DEUTSCHE BANK AG\$3.6M1
94Grantham, Mayo, Van Otterloo & Co. LLC$3.6M1
95Quantinno Capital Management LP$3.6M1
96Private Advisor Group, LLC$3.4M1
97Qube Research & Technologies Ltd$3.4M1
98Janus Henderson Group Ltd.$3.3M1
99HighTower Advisors, LLC$3.2M1
100JAMES INVESTMENT RESEARCH, INC.$3.1M1
101MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.8M1
102OnyxPoint Global Management LP$2.8M1
103Zurcher Kantonalbank (Zurich Cantonalbank)$2.7M1
104State of New Jersey Common Pension Fund D$2.7M1
105SIMPLEX TRADING, LLC$2.7M1
106SPRING CAPITAL MANAGEMENT, LLC$2.7M1
107Baird Financial Group, Inc.$2.7M1
108Morningstar Investment Management LLC$2.6M1
109ESSEX INVESTMENT MANAGEMENT CO LLC$2.5M1
110OAK RIDGE INVESTMENTS LLC$2.5M1
111Empowered Funds, LLC$2.3M1
112SummitTX Capital, L.P.$2.3M1
113CSS LLC/IL$2.2M1
114STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$2.1M1
115Carlson Capital, L.P.$2.1M1
116Arizona State Retirement System$2.0M1
117Pinnacle Financial Partners, Inc.$2.0M1
118Cetera Investment Advisers$2.0M1
119Mitsubishi UFJ Trust & Banking Corp$2.0M1
120Illinois Municipal Retirement Fund$2.0M1
121EXCHANGE TRADED CONCEPTS, LLC$1.9M1
122TECTONIC ADVISORS LLC$1.9M1
123BALYASNY ASSET MANAGEMENT L.P.$1.9M1
124Mariner, LLC$1.9M1
125Gotham Asset Management, LLC$1.9M1
126Vanguard Investments Australia, Ltd.$1.9M1
127Vestmark Advisory Solutions, Inc.$1.9M1
128COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.8M1
129CANADA PENSION PLAN INVESTMENT BOARD$1.8M1
130STATE OF MICHIGAN RETIREMENT SYSTEM$1.8M1
131BANK OF MONTREAL /CAN/$1.8M1
132Odyssean, LLC$1.7M1
133MERCER GLOBAL ADVISORS INC /ADV$1.7M1
134Burford Brothers, Inc.$1.7M1
135Federation des caisses Desjardins du Quebec$1.7M1
136NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.7M1
137OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.5M1
138COOKSON PEIRCE & CO INC$1.5M1
139MITCHELL & PAHL PRIVATE WEALTH, LLC$1.5M1
140Squarepoint Ops LLC$1.4M1
141INTECH INVESTMENT MANAGEMENT LLC$1.4M1
142Vanguard Personalized Indexing Management, LLC$1.4M1
143Ameritas Investment Partners, Inc.$1.4M1
144Advisors Asset Management, Inc.$1.4M1
145Dana Investment Advisors, Inc.$1.3M1
146Diversified Trust Co$1.3M1
147CWM, LLC$1.3M1
148COMMONS CAPITAL, LLC$1.3M1
149Pictet Asset Management Holding SA$1.3M1
150Caption Management, LLC$1.3M1
151Vident Advisory, LLC$1.2M1
152CORDA Investment Management, LLC.$1.2M1
153US BANCORP \DE\$1.2M1
154NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.2M1
155OPPENHEIMER ASSET MANAGEMENT INC.$1.1M1
156NewEdge Advisors, LLC$1.1M1
157M&T BANK CORP$1.1M1
158WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.1M1
159TRUIST FINANCIAL CORP$1.0M1
160Freestone Grove Partners LP$1.0M1
161Cadence Wealth Management LLC$981K1
162VICTORY FINANCIAL GROUP, LLC$971K1
163NOMURA HOLDINGS INC$950K1
164Corient Private Wealth LLC$927K1
165Orion Porfolio Solutions, LLC$926K1
166Man Group plc$908K1
167Walleye Capital LLC$907K1
168Unison Advisors LLC$896K1
169XPONANCE LLC$881K1
170INTRUST BANK NA$837K1
171FULLER & THALER ASSET MANAGEMENT, INC.$827K1
172Smith Group Asset Management, LLC$794K1
173LAZARD ASSET MANAGEMENT LLC$779K1
174Walleye Trading LLC$746K1
175OSAIC HOLDINGS, INC.$735K1
176KING LUTHER CAPITAL MANAGEMENT CORP$730K1
177MQS Management LLC$722K1
178Pekin Hardy Strauss, Inc.$711K1
179FIDUCIARY TRUST CO$711K1
180Capital World Investors$708K1
181MANGROVE PARTNERS IM, LLC$706K1
182TWO SIGMA SECURITIES, LLC$697K1
183Sequoia Financial Advisors, LLC$676K1
184GUGGENHEIM CAPITAL LLC$665K1
185O'SHAUGHNESSY ASSET MANAGEMENT, LLC$638K1
186HUB Investment Partners, LLC$634K1
187Sivia Capital Partners, LLC$618K1
188Brooklyn Investment Group$614K1
189Tower Research Capital LLC (TRC)$612K1
190COMMERCE BANK$597K1
191ELEVATION POINT WEALTH PARTNERS, LLC$590K1
192FEDERATED HERMES, INC.$587K1
193Atria Investments, Inc$583K1
194Kestra Advisory Services, LLC$551K1
195Rockefeller Capital Management L.P.$544K1
196Snowden Capital Advisors LLC$538K1
197VOYA INVESTMENT MANAGEMENT LLC$538K1
198SECURIAN ASSET MANAGEMENT, INC$538K1
199Hills Bank & Trust Co$537K1
200MEEDER ASSET MANAGEMENT INC$528K1
201CASTLEARK MANAGEMENT LLC$528K1
202Beacon Pointe Advisors, LLC$510K1
203Cresset Asset Management, LLC$508K1
204Crossmark Global Holdings, Inc.$504K1
205Amundi$486K1
206Swiss Life Asset Management Ltd$485K1
207Ensign Peak Advisors, Inc$485K1
208Lido Advisors, LLC$483K1
209Qsemble Capital Management, LP$474K1
210JANE STREET GROUP, LLC$467K1
211GREENLEAF TRUST$460K1
212MML INVESTORS SERVICES, LLC$455K1
213Summit Trail Advisors, LLC$454K1
214KEYBANK NATIONAL ASSOCIATION/OH$444K1
215PRUDENTIAL FINANCIAL INC$436K1
216LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$424K1
217HB Wealth Management, LLC$416K1
218PERSONAL CFO SOLUTIONS, LLC$410K1
219Utah Retirement Systems$398K1
220EVERGREEN CAPITAL MANAGEMENT LLC$390K1
221CHOREO, LLC$389K1
222Hartree Partners, LP$379K1
223Argos Wealth Advisors, LLC$377K1
224Dakota Wealth Management$375K1
225Sagewood Asset Management LP$368K1
226Maryland State Retirement & Pension System$365K1
227UNITED CAPITAL FINANCIAL ADVISORS, LLC$362K1
228HSBC HOLDINGS PLC$344K1
229CHILTON CAPITAL MANAGEMENT LLC$329K1
230BLAIR WILLIAM & CO/IL$328K1
231New Republic Capital, LLC$308K1
232Engineers Gate Manager LP$304K1
233REGIONS FINANCIAL CORP$299K1
234ProShare Advisors LLC$296K1
235JOURNEY STRATEGIC WEALTH LLC$290K1
236Cetera Trust Company, N.A$286K1
237Paragon Capital Management Ltd$285K1
238MOODY NATIONAL BANK TRUST DIVISION$282K1
239BRAVE ASSET MANAGEMENT INC$282K1
240PANAGORA ASSET MANAGEMENT INC$276K1
241WASATCH ADVISORS LP$274K1
242Savant Capital, LLC$268K1
243Vise Technologies, Inc.$264K1
244Balboa Wealth Partners$256K1
245Callan Family Office, LLC$255K1
246Sanctuary Advisors, LLC$254K1
247SHELTON CAPITAL MANAGEMENT$252K1
248Norris Financial Group, LLC$250K1
249CIBC Asset Management Inc$239K1
250Balentine LLC$237K1
251Laird Norton Wetherby Trust Company, LLC$236K1
252Americana Partners, LLC$232K1
253&PARTNERS$225K1
254F/m Investments LLC$224K1
255RITHOLTZ WEALTH MANAGEMENT$223K1
256FLPUTNAM INVESTMENT MANAGEMENT CO$217K1
257COLDSTREAM CAPITAL MANAGEMENT INC$216K1
258North Dakota State Investment Board$216K1
259COMMONWEALTH EQUITY SERVICES, LLC$212K1
260JMN Financial LLC$210K1
261Aaron Wealth Advisors LLC$210K1
262Focus Partners Wealth$203K1
263Merit Financial Group, LLC$203K1
264Virtus Investment Advisers, LLC$202K1
265SteelPeak Wealth, LLC$201K1
266QUADRANT CAPITAL GROUP LLC$192K1
267Smartleaf Asset Management LLC$183K1
268UMB Bank, n.a.$178K1
269WOLVERINE ASSET MANAGEMENT LLC$149K1
270MAI Capital Management$142K1
271Bayforest Capital Ltd$134K1
272Eurizon Capital SGR S.p.A.$121K1
273SIGNATUREFD, LLC$120K1
274NOMURA ASSET MANAGEMENT CO LTD$102K1
275MCF Advisors LLC$79.0K1
276THRIVENT FINANCIAL FOR LUTHERANS$73.2K1
277ASSETMARK, INC$72.4K1
278GROUP ONE TRADING LLC$70.6K1
279Allworth Financial LP$69.1K1
280Atlantic Union Bankshares Corp$63.2K1
281Arax Advisory Partners$48.3K1
282Altshuler Shaham Ltd$47.3K1
283Measured Wealth Private Client Group, LLC$47.3K1
284Aster Capital Management (DIFC) Ltd$46.1K1
285Center for Financial Planning, Inc.$41.1K1
286Steward Partners Investment Advisory, LLC$39.7K1
287Quarry LP$39.2K1
288Opal Wealth Advisors, LLC$38.4K1
289Pinnacle Wealth Planning Services, Inc.$34.1K1
290JONES FINANCIAL COMPANIES LLLP$30.5K1
291Prestige Wealth Management Group LLC$26.9K1
292Blue Trust, Inc.$23.7K1
293Destiny Wealth Partners, LLC$23.4K1
294WOLFF WIESE MAGANA LLC$19.0K1
295South Dakota Investment Council$18.6K1
296Leonteq Securities AG$16.0K1
297Kilter Group LLC$14.8K1
298Caitlin John, LLC$14.7K1
299Owl Creek Wealth Partners LLC$14.2K1
300Accent Capital Management, LLC$14.1K1
301NATIXIS ADVISORS, LLC$14.0K1
302WPG Advisers, LLC$13.6K1
303Treasurer of the State of North Carolina$12.3K1
304Parkside Financial Bank & Trust$11.2K1
305CVA Family Office, LLC$11.1K1
306Valued Wealth Advisors LLC$10.7K1
307Mitsubishi UFJ Asset Management Co., Ltd.$8.5K1
308Addison Advisors LLC$8.3K1
309Salomon & Ludwin, LLC$8.3K1
310Sachetta, LLC$7.3K1
311MidFirst Bank$6.5K1
312Clearstead Trust, LLC$6.1K1
313Physician Wealth Advisors, Inc.$5.7K1
314JFS WEALTH ADVISORS, LLC$5.6K1
315Legacy Wealth Managment, LLC/ID$5.6K1
316Bell Investment Advisors, Inc$5.1K1
317CANADA LIFE ASSURANCE Co$4.3K1
318True Wealth Design, LLC$4.2K1
319MATHER GROUP, LLC.$3.9K1
320Keating Financial Advisory Services, Inc.$3.9K1
321SJS Investment Consulting Inc.$3.2K1
322Private Wealth Management Group, LLC$3.1K1
323Activest Wealth Management$2.9K1
324SouthState Bank Corp$2.7K1
325Larson Financial Group LLC$2.3K1
326MONTAG A & ASSOCIATES INC$2.3K1
327Clearstead Advisors, LLC$2.2K1
328Hunter Perkins Capital Management, LLC$1.6K1
329INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.6K1
330Sunrise Financial Services, LLC$1.5K1
331JPL Wealth Management, LLC$1.3K1
332Westfuller Advisors, LLC$1.1K1
333DiNuzzo Private Wealth, Inc.$1.0K1
334Virtu Financial LLC$8891
335Cromwell Holdings LLC$8851
336DekaBank Deutsche Girozentrale$8801
337Rialto Wealth Management, LLC$8221
338MCGUIRE CAPITAL ADVISORS INC$7581
339State of Alaska, Department of Revenue$7161
340Rakuten Securities, Inc.$6951
341Signature Equity Partners, LLC$5101
342MV CAPITAL MANAGEMENT, INC.$5061
343American Capital Advisory, LLC$5061
344PARK AVENUE SECURITIES LLC$5051
345Vermillion Wealth Management, Inc.$4421
346Manchester Capital Management LLC$3801
347Distillate Capital Partners LLC$3791
348HFM Investment Advisors, LLC$3791
349TopTier Wealth Management, LLC$3161
350KBC Group NV$2341
351BARTLETT & CO. WEALTH MANAGEMENT LLC$1911
352Centerpoint Advisors, LLC$251
353Capital Advisors, Ltd. LLC$41
354Avion Wealth$01
355VANGUARD GROUP INC— value not disclosed1
356BARRETT & COMPANY, INC.— value not disclosed1
357COMERICA BANK— value not disclosed1
358TORONTO DOMINION BANK— value not disclosed1
359VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
360TWO SIGMA INVESTMENTS, LP— value not disclosed1
361PLATINUM INVESTMENT MANAGEMENT LTD— value not disclosed1
362CIBC Private Wealth Group LLC— value not disclosed1
363CoreCommodity Management, LLC— value not disclosed1
364TimesSquare Capital Management, LLC— value not disclosed1
365Graham Capital Management, L.P.— value not disclosed1
366Weiss Asset Management LP— value not disclosed1
367GSA CAPITAL PARTNERS LLP— value not disclosed1
368PUBLIC SECTOR PENSION INVESTMENT BOARD— value not disclosed1
369CITADEL ADVISORS LLC— value not disclosed1
370SUSQUEHANNA INTERNATIONAL GROUP, LLP— value not disclosed1
371HRT FINANCIAL LP— value not disclosed1
372TCTC Holdings, LLC— value not disclosed1
373Transamerica Financial Advisors, LLC— value not disclosed1
374SFMG, LLC— value not disclosed1
375FOX RUN MANAGEMENT, L.L.C.— value not disclosed1
376Edgestream Partners, L.P.— value not disclosed1
377Twin Tree Management, LP— value not disclosed1
378Vestcor Inc— value not disclosed1
379MIRABELLA FINANCIAL SERVICES LLP— value not disclosed1
380Encompass Capital Advisors LLC— value not disclosed1
381Penserra Capital Management LLC— value not disclosed1
382Tidal Investments LLC— value not disclosed1
383Trexquant Investment LP— value not disclosed1
384NorthCoast Asset Management LLC— value not disclosed1
385Verdence Capital Advisors LLC— value not disclosed1
386FORA Capital, LLC— value not disclosed1
387Global Retirement Partners, LLC— value not disclosed1
388Inscription Capital, LLC— value not disclosed1
389Y-Intercept (Hong Kong) Ltd— value not disclosed1
390CBIZ Investment Advisory Services, LLC— value not disclosed1
391BELLEVUE ASSET MANAGEMENT, LLC— value not disclosed1
392XTX Topco Ltd— value not disclosed1
393Optiver Holding B.V.— value not disclosed1
394AlphaQuest LLC— value not disclosed1
395Peterson Wealth Services— value not disclosed1
396SageView Advisory Group, LLC— value not disclosed1
397AXQ CAPITAL, LP— value not disclosed1
398iSAM Funds (UK) Ltd— value not disclosed1
399Dunhill Financial, LLC— value not disclosed1
400Gallacher Capital Management LLC— value not disclosed1
401ELEVATION WEALTH PARTNERS, LLC— value not disclosed1
402Nemes Rush Group LLC— value not disclosed1
403EntryPoint Capital, LLC— value not disclosed1
404Marex Group Ltd— value not disclosed1
405Envestnet Portfolio Solutions, Inc.— value not disclosed1
406Turning Point Benefit Group, Inc.— value not disclosed1
407Havemeyer Place LP— value not disclosed1
408Wealth Watch Advisors, INC— value not disclosed1
409Legacy Wealth Management, LLC / MS— value not disclosed1
410GILPIN WEALTH MANAGEMENT, LLC— value not disclosed1
411MASECO LLP— value not disclosed1
412Dockside LLC— value not disclosed1
Truncated by Public Filings. Every one of the 354 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)0 buy / 1 sell
Congress net ($ bound)−$50.0K to −$15.0K
Filers net (actions)not in build
Filers net ($ 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 MTDR

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for MTDR · financials and macro

Financials — as filed PLANNED

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