Public record / Tickers / ORI

ORI — OLD REPUBLIC INTERNATIONAL CORP†

Both disclosure regimes on one name: who in Congress filed about ORI, 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
13
all PTR rows naming ORI
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
06-22
filed 2025-06-22
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

Jefferson Shreve · $15.0K–$50.0K

SELL · traded 2025-05-12 → filed 2025-06-22. Ranked over every ORI row by the provable lower bound, never a point estimate.

No member disclosed ORI 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.

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

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 ORI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ORI
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-06-22Jefferson Shreve R–IN-6SELLTraded 05-12 +41d$15K–$50K
2023-01-03Virginia Foxx R–NC-5BUY JT (jointly owned)Traded 2022-03-07 LATE·302d$1K–$15K
2023-01-03Virginia Foxx R–NC-5BUY JT (jointly owned)Traded 2022-03-01 LATE·308d$15K–$50K
2022-06-04Virginia Foxx R–NC-5SELL JT (jointly owned)Traded 05-12 +23d$15K–$50K
2022-05-04Virginia Foxx R–NC-5BUY JT (jointly owned)Traded 04-06 +28d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 13 ↗

Members active in ORI

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

No member disclosed ORI in the trailing 12 months.

Congress ↔ notable managers · ORI

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
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · OLD REP INTL CORP

Merged timeline of congressional filings and notable-manager moves on ORI
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FTRIM−191,673 sh
2026-05-15Bridgewater Associates 13FTRIM−210,129 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 ORI for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$1.0B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$480M1
3STATE STREET CORP$402M1
4VANGUARD CAPITAL MANAGEMENT LLC$397M1
5VICTORY CAPITAL MANAGEMENT INC$277M1
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC$275M1
7DIMENSIONAL FUND ADVISORS LP$268M1
8AQR CAPITAL MANAGEMENT LLC$231M1
9Hamlin Capital Management, LLC$189M1
10GQG Partners LLC$141M1
11RAYMOND JAMES FINANCIAL INC$125M1
12MORGAN STANLEY$123M1
13FIRST TRUST ADVISORS LP$113M1
14NORTHERN TRUST CORP$108M1
15VANGUARD FIDUCIARY TRUST CO$56.3M1
16Quantinno Capital Management LP$46.9M1
17Invesco Ltd.$44.7M1
18TCTC Holdings, LLC$39.1M1
19M&T BANK CORP$36.9M1
20Gotham Asset Management, LLC$35.4M1
21NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$31.8M1
22Port Capital LLC$30.5M1
23FRANKLIN RESOURCES INC$30.4M1
24MACQUARIE GROUP LTD$30.1M1
25UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$27.7M1
26Arbejdsmarkedets Tillaegspension$25.8M1
27ProShare Advisors LLC$24.0M1
28Focus Partners Wealth$23.3M1
29Retirement Systems of Alabama$23.2M1
30RITHOLTZ WEALTH MANAGEMENT$23.2M1
31CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$23.1M1
32FMR LLC$21.7M1
33WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$21.2M1
34BANK OF AMERICA CORP /DE/$20.6M1
35PRINCIPAL FINANCIAL GROUP INC$20.3M1
36DDD Partners, LLC$19.6M1
37LPL Financial LLC$18.9M1
38Swiss National Bank$18.6M1
39UBS Group AG$17.7M1
40ROYAL BANK OF CANADA$17.3M1
41US BANCORP \DE\$17.3M1
42NORDEA INVESTMENT MANAGEMENT AB$16.1M1
43Man Group plc$15.9M1
44REGIONS FINANCIAL CORP$15.3M1
45CITADEL ADVISORS LLC$14.2M1
46Legal & General Group Plc$13.9M1
47Baird Financial Group, Inc.$13.9M1
48SEI INVESTMENTS CO$13.6M1
49Nuveen, LLC$13.3M1
50ALLIANCEBERNSTEIN L.P.$12.9M1
51Paradiem, LLC$12.7M1
52JACOBS LEVY EQUITY MANAGEMENT, INC$12.6M1
53CRAWFORD INVESTMENT COUNSEL INC$12.2M1
54ENVESTNET ASSET MANAGEMENT INC$11.4M1
55Corient Private Wealth LLC$11.4M1
56Allianz Asset Management GmbH$11.0M1
57FULLER & THALER ASSET MANAGEMENT, INC.$10.8M1
58First Eagle Investment Management, LLC$10.7M1
59HANCOCK WHITNEY CORP$10.7M1
60STEPHENS INC /AR/$10.2M1
61IEQ CAPITAL, LLC$9.6M1
62Robeco Institutional Asset Management B.V.$9.5M1
63STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$9.5M1
64VANGUARD ASSET MANAGEMENT, Ltd$8.5M1
65TEACHER RETIREMENT SYSTEM OF TEXAS$8.0M1
66AMERICAN CENTURY COMPANIES INC$7.9M1
67HENNESSY ADVISORS INC$7.5M1
68Susquehanna Portfolio Strategies, LLC$7.2M1
69HEARTLAND ADVISORS INC$6.9M1
70Orca Wealth Management, LLC$6.8M1
71BARCLAYS PLC$6.8M1
72Dupree Financial Group, LLC$6.7M1
73Lighthouse Investment Partners, LLC$6.7M1
74MANUFACTURERS LIFE INSURANCE COMPANY, THE$6.4M1
75Mirae Asset Global Investments Co., Ltd.$6.4M1
76Ellsworth Advisors, LLC$6.4M1
77INTECH INVESTMENT MANAGEMENT LLC$6.3M1
78Illinois Municipal Retirement Fund$6.3M1
79COMMONWEALTH EQUITY SERVICES, LLC$6.2M1
80CITIGROUP INC$6.1M1
81O'SHAUGHNESSY ASSET MANAGEMENT, LLC$6.0M1
82CWM, LLC$5.7M1
83VOYA INVESTMENT MANAGEMENT LLC$5.7M1
84Creative Planning$5.5M1
85WELLS FARGO & COMPANY/MN$5.5M1
86Cetera Investment Advisers$5.5M1
87Mariner, LLC$5.4M1
88NEW VERNON INVESTMENT MANAGEMENT LLC$5.2M1
89CIBC Bancorp USA Inc.$5.1M1
90Vest Financial, LLC$5.0M1
91WOODMONT INVESTMENT COUNSEL LLC$4.6M1
92GUGGENHEIM CAPITAL LLC$4.6M1
93Providence Capital Advisors, LLC$4.5M1
94WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$4.3M1
95EVOLVE PRIVATE WEALTH, LLC$4.1M1
96Ameritas Investment Partners, Inc.$4.1M1
97SCS Capital Management LLC$4.1M1
98Janus Henderson Group Ltd.$4.1M1
99Zurcher Kantonalbank (Zurich Cantonalbank)$4.1M1
100MERCER GLOBAL ADVISORS INC /ADV$4.0M1
101Cerity Partners LLC$3.9M1
102Brevan Howard Capital Management LP$3.9M1
103Inspire Investing, LLC$3.9M1
104Vanguard Global Advisers, LLC$3.9M1
105Ensign Peak Advisors, Inc$3.9M1
106Bridgewater Associates, LP$3.7M1
107Mitsubishi UFJ Trust & Banking Corp$3.7M1
108OSAIC HOLDINGS, INC.$3.7M1
109MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.5M1
110Aquatic Capital Management LLC$3.4M1
111Universal- Beteiligungs- und Servicegesellschaft mbH$3.4M1
112DELTA ASSET MANAGEMENT LLC/TN$3.3M1
113Uncommon Cents Investing LLC$3.3M1
114Vanguard Personalized Indexing Management, LLC$3.3M1
115Tidal Investments LLC$3.2M1
116PARK CIRCLE Co$3.2M1
117FIFTH THIRD BANCORP$3.1M1
118BURNEY CO/$3.1M1
119Rodgers Brothers Inc.$2.9M1
120CIBC WORLD MARKET INC.$2.8M1
121XTX Topco Ltd$2.8M1
122Insight Wealth Strategies, LLC$2.8M1
123MILLENNIUM MANAGEMENT LLC$2.7M1
124TWO SIGMA INVESTMENTS, LP$2.7M1
125Cherokee Insurance Co$2.6M1
126KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$2.6M1
127Arizona State Retirement System$2.6M1
128State of New Jersey Common Pension Fund D$2.4M1
129Pathstone Holdings, LLC$2.4M1
130Vanguard Investments Australia, Ltd.$2.3M1
131Jefferson Bridge Capital, LLC$2.3M1
132COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.3M1
133Applied Capital LLC/FL$2.3M1
134Atlantic Union Bankshares Corp$2.3M1
135STATE OF MICHIGAN RETIREMENT SYSTEM$2.2M1
136LAZARD ASSET MANAGEMENT LLC$2.1M1
137Weaver C. Barksdale & Associates, Inc.$2.1M1
138HighTower Advisors, LLC$2.1M1
139GDS Wealth Management$2.1M1
140INCEPTIONR LLC$2.1M1
141NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.0M1
142Private Advisor Group, LLC$1.9M1
143OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.9M1
144Allworth Financial LP$1.8M1
145BANK OF MONTREAL /CAN/$1.8M1
146NAPLES GLOBAL ADVISORS, LLC$1.8M1
147Ridgewood Investments LLC$1.7M1
148CHOREO, LLC$1.7M1
149Summit Trail Advisors, LLC$1.7M1
150FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$1.6M1
151Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$1.6M1
152BRANDES INVESTMENT PARTNERS, LP$1.6M1
153Hudson Portfolio Management LLC$1.6M1
154Kiker Wealth Management, LLC$1.6M1
155BLAIR WILLIAM & CO/IL$1.5M1
156Utah Retirement Systems$1.5M1
157Elo Mutual Pension Insurance Co$1.5M1
158Pictet Asset Management Holding SA$1.5M1
159HBK Sorce Advisory LLC$1.4M1
160Summit Financial, LLC$1.4M1
161STIFEL FINANCIAL CORP$1.3M1
162DC Investments Management, LLC$1.3M1
163Lee Financial Co$1.3M1
164NewEdge Wealth, LLC$1.3M1
165Geneos Wealth Management Inc.$1.3M1
166AssuredPartners Investment Advisors, LLC$1.3M1
167Convergence Investment Partners, LLC$1.3M1
168ASSETMARK, INC$1.3M1
169FIRST CITIZENS BANK & TRUST CO$1.2M1
170Merit Financial Group, LLC$1.2M1
171Envestnet Portfolio Solutions, Inc.$1.2M1
172ALPS ADVISORS INC$1.2M1
173DEUTSCHE BANK AG\$1.2M1
174CAPSTONE INVESTMENT ADVISORS, LLC$1.2M1
175Hennion & Walsh Asset Management, Inc.$1.1M1
176NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.1M1
177Cresset Asset Management, LLC$1.1M1
178XPONANCE LLC$1.1M1
179Focus Partners Advisor Solutions, LLC$1.1M1
180NewEdge Advisors, LLC$1.1M1
181Everhart Financial Group, Inc.$1.1M1
182Empowered Funds, LLC$1.1M1
183FIDUCIARY TRUST CO$1.1M1
184Quadrature Capital Ltd$1.0M1
185Moors & Cabot, Inc.$993K1
186SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$988K1
187Vise Technologies, Inc.$987K1
188Etesian Wealth Advisors, Inc.$975K1
189CAISSE DES DEPOTS ET CONSIGNATIONS$959K1
190EVERGREEN CAPITAL MANAGEMENT LLC$939K1
191Avidian Wealth Enterprises, LLC$935K1
192HARRELL INVESTMENT PARTNERS, LLC$932K1
193D.B. Root & Company, LLC$922K1
194STATE OF WISCONSIN INVESTMENT BOARD$910K1
195UNITED CAPITAL FINANCIAL ADVISORS, LLC$893K1
196AlphaCore Capital LLC$858K1
197Ruggaard & Associates LLC$839K1
198TRUIST FINANCIAL CORP$835K1
199denkapparat Operations GmbH$829K1
200Invst, LLC$819K1
201Inscription Capital, LLC$810K1
202Oak Thistle LLC$808K1
203Callan Family Office, LLC$795K1
204CSS LLC/IL$785K1
205EXCHANGE TRADED CONCEPTS, LLC$774K1
206Ascentis Independent Advisors$773K1
207Impact Partnership Wealth, LLC$769K1
208ZACKS INVESTMENT MANAGEMENT$763K1
209Garner Asset Management Corp$745K1
210Pallas Capital Advisors LLC$740K1
211Chicago Partners Investment Group LLC$733K1
212JANE STREET GROUP, LLC$730K1
213FEDERATED HERMES, INC.$722K1
214Orion Porfolio Solutions, LLC$717K1
215Cambria Investment Management, L.P.$712K1
216Belleair Asset Management, LLC$696K1
217Rockefeller Capital Management L.P.$695K1
218A&I FINANCIAL SERVICES, LLC$694K1
219Kestra Advisory Services, LLC$691K1
220CIBC Asset Management Inc$690K1
221Crossmark Global Holdings, Inc.$690K1
222ATTICUS WEALTH MANAGEMENT, LLC$688K1
223Sanctuary Advisors, LLC$676K1
224MGO ONE SEVEN LLC$675K1
225SECURIAN ASSET MANAGEMENT, INC$670K1
226Foster Group, Inc.$664K1
227Mesirow Financial Investment Management, Inc.$663K1
228Pinnacle Financial Partners, Inc.$649K1
229QRG CAPITAL MANAGEMENT, INC.$647K1
230Squarepoint Ops LLC$638K1
231Perigon Wealth Management, LLC$627K1
232FIRST NATIONAL TRUST CO$624K1
233Dakota Wealth Management$621K1
234UMB Bank, n.a.$599K1
235Meeder Advisory Services, Inc.$585K1
236COLDSTREAM CAPITAL MANAGEMENT INC$581K1
237Vident Advisory, LLC$580K1
238Weiss Asset Management LP$579K1
239Sequoia Financial Advisors, LLC$578K1
240PRUDENTIAL FINANCIAL INC$565K1
241MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$561K1
242Krilogy Financial LLC$558K1
243Federation des caisses Desjardins du Quebec$554K1
244Swiss Life Asset Management Ltd$551K1
245Miller Financial Services LLC$550K1
246HB Wealth Management, LLC$541K1
247KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$528K1
248HFG Advisors, Inc.$522K1
249BARRETT & COMPANY, INC.$522K1
250MBM WEALTH CONSULTANTS, LLC$520K1
251Snowden Capital Advisors LLC$518K1
252Amundi$517K1
253Waverly Advisors, LLC$509K1
254Atria Investments, Inc$509K1
255HUB Investment Partners, LLC$509K1
256Resona Asset Management Co.,Ltd.$508K1
257MATRIX PRIVATE CAPITAL GROUP LLC$506K1
258World Investment Advisors$506K1
259CHILDRESS CAPITAL ADVISORS, LLC$499K1
260AE Wealth Management LLC$496K1
261Kera Capital Partners, Inc.$491K1
262Family Manage LLC$491K1
263EP Wealth Advisors, LLC$463K1
264Live Oak Investment Partners$455K1
265Baker Avenue Asset Management, LP$450K1
266Alan B Lancz & Associates, Inc.$449K1
267JFS WEALTH ADVISORS, LLC$441K1
268Maryland State Retirement & Pension System$441K1
269BANK OF NOVA SCOTIA$434K1
270Tower Research Capital LLC (TRC)$429K1
271MAI Capital Management$428K1
272SIGNET FINANCIAL MANAGEMENT, LLC$424K1
273NFSG Corp$417K1
274SUSQUEHANNA INTERNATIONAL GROUP, LLP$417K1
275Optas, LLC$411K1
276Fulcrum Capital LLC$408K1
277Lido Advisors, LLC$407K1
278Blue Trust, Inc.$402K1
279Platform Technology Partners$402K1
280Qsemble Capital Management, LP$398K1
281BETO FINANCIAL GROUP, LLC$397K1
282Brooklyn Investment Group$391K1
283Guardian Partners Inc.$389K1
284Savvy Advisors, Inc.$385K1
285Advisor OS, LLC$383K1
286Wolfstich Capital, LLC$380K1
287Mill Capital Management, LLC$376K1
288Smartleaf Asset Management LLC$376K1
289SAGESPRING WEALTH PARTNERS, LLC$372K1
290Clearstead Advisors, LLC$372K1
291Aaron Wealth Advisors LLC$369K1
292Steward Partners Investment Advisory, LLC$364K1
293HSBC HOLDINGS PLC$360K1
294MITCHELL SINKLER & STARR/PA$359K1
295Hummer Financial Advisory Services Inc$356K1
296Texas Capital Bank Wealth Management Services Inc$353K1
297CAPITAL ADVISORS INC/OK$352K1
298FIL Ltd$349K1
299Compound Planning, Inc.$349K1
300Visionary Wealth Advisors$342K1
301QUADRANT CAPITAL GROUP LLC$339K1
302SummitTX Capital, L.P.$333K1
303Claro Advisors Inc.$322K1
304Midwest Trust Co$322K1
305Savant Capital, LLC$322K1
306SFMG, LLC$319K1
307Bridgefront Capital, LLC$319K1
308Biltmore Family Office, LLC$315K1
309TWO SIGMA SECURITIES, LLC$312K1
310FIDUCIARY FINANCIAL GROUP, LLC$311K1
311Frec Markets, Inc.$307K1
312SHELTON CAPITAL MANAGEMENT$304K1
313Camelot Portfolios, LLC$303K1
314COMMERCE BANK$299K1
315OPPENHEIMER & CO INC$295K1
316WESTCO ADVISORY SERVICES INC /ADV$291K1
317NorthCrest Asset Manangement, LLC$290K1
318CROBAN$286K1
319SIGNATUREFD, LLC$284K1
320Pointe Capital Management LLC$284K1
321Elevate Capital Advisors, LLC$280K1
322EVOKE WEALTH, LLC$275K1
323Curat Global, LLC$271K1
324Concurrent Investment Advisors, LLC$269K1
325Destination Wealth Management$268K1
326North Dakota State Investment Board$267K1
327WADDELL & ASSOCIATES, LLC$266K1
328Paulson Wealth Management Inc.$265K1
329Prosperity Consulting Group, LLC$264K1
330Shepherd Financial Partners LLC$263K1
331SIMON QUICK ADVISORS, LLC$263K1
332TRUE BLUE FINANCIAL, LLC$260K1
333HEFFERNAN ADVISORY, INC$260K1
334waypoint wealth counsel$258K1
335INTEGRITY ALLIANCE, LLC.$256K1
336Mutual Advisors, LLC$255K1
337WJ Financial Advisors LLC$253K1
338Polymer Capital Management (US) LLC$251K1
339Modera Wealth Management, LLC$251K1
340SeaCrest Wealth Management, LLC$249K1
341Bill Few Associates, Inc.$249K1
342Dynamic Advisor Solutions LLC$249K1
343Bull Harbor Capital LLC$242K1
344Saxony Capital Management, LLC$236K1
345SCHRODER INVESTMENT MANAGEMENT GROUP$235K1
346Prospera Financial Services Inc$233K1
347ASHTON THOMAS SECURITIES, LLC$232K1
348FAGAN ASSOCIATES, INC.$231K1
349GATEWAY INVESTMENT ADVISERS LLC$231K1
350&PARTNERS$231K1
351RIA Advisory Group LLC$229K1
352Equitable Holdings, Inc.$227K1
353Brookstone Capital Management$224K1
354SALEM INVESTMENT COUNSELORS INC$223K1
355VestGen Advisors, LLC$221K1
356COWA, LLC$220K1
357CALDWELL SUTTER CAPITAL, INC.$219K1
358Kathmere Capital Management, LLC$218K1
359Parcion Private Wealth LLC$216K1
360Avantax Planning Partners, Inc.$214K1
361CANADA PENSION PLAN INVESTMENT BOARD$211K1
362Meiji Yasuda Asset Management Co Ltd.$210K1
363SIMPLEX TRADING, LLC$209K1
364PANAGORA ASSET MANAGEMENT INC$209K1
365Affiance Financial, LLC$208K1
366BOOTHBAY FUND MANAGEMENT, LLC$208K1
367RWA WEALTH PARTNERS, LLC$205K1
368MANGROVE PARTNERS IM, LLC$205K1
369Arax Advisory Partners$204K1
370MAINSAIL ASSET MANAGEMENT, LLC$203K1
371Aptus Capital Advisors, LLC$202K1
372JOURNEY STRATEGIC WEALTH LLC$202K1
373NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$192K1
374CVA Family Office, LLC$179K1
375Eurizon Capital SGR S.p.A.$173K1
376HM PAYSON & CO$169K1
377BNP Paribas Asset Management Holding S.A.$167K1
378THRIVENT FINANCIAL FOR LUTHERANS$155K1
379GODSEY & GIBB, INC$153K1
380Annis Gardner Whiting Capital Advisors, LLC$152K1
381Destiny Wealth Partners, LLC$150K1
382NOMURA ASSET MANAGEMENT CO LTD$142K1
383Measured Wealth Private Client Group, LLC$126K1
384PRIVATE TRUST CO NA$112K1
385Opal Wealth Advisors, LLC$104K1
386CENTRAL TRUST Co$104K1
387Larson Financial Group LLC$94.8K1
388CNB Bank$84.9K1
389Bayforest Capital Ltd$76.1K1
390True Wealth Design, LLC$62.2K1
391HHM Wealth Advisors, LLC$59.9K1
392Deseret Mutual Benefit Administrators$51.9K1
393Glen Eagle Advisors, LLC$50.5K1
394SJS Investment Consulting Inc.$47.6K1
395Crews Bank & Trust$44.5K1
396POM Investment Strategies, LLC$43.5K1
397MCGUIRE CAPITAL ADVISORS INC$39.9K1
398WPG Advisers, LLC$39.0K1
399MCF Advisors LLC$38.5K1
400Parkside Financial Bank & Trust$37.8K1
401Ritter Daniher Financial Advisory LLC / DE$29.9K1
402Clearstead Trust, LLC$29.0K1
403Quarry LP$28.7K1
404Quest 10 Wealth Builders, Inc.$26.6K1
405Manchester Capital Management LLC$26.0K1
406INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$25.7K1
407Mitsubishi UFJ Asset Management Co., Ltd.$25.2K1
408JPL Wealth Management, LLC$25.1K1
409Financial Perspectives, Inc$24.4K1
410Axiom Investment Management LLC$23.9K1
411Caldwell Trust Co$23.9K1
412Wealth Enhancement Trust Services, Inc.$22.4K1
413Wilmington Savings Fund Society, FSB$22.3K1
414N.E.W. Advisory Services LLC$20.7K1
415SHP Wealth Management$20.0K1
416WealthCollab, LLC$19.4K1
417MONTAG A & ASSOCIATES INC$18.8K1
4181 NORTH WEALTH SERVICES LLC$18.8K1
419CONTRAVISORY INVESTMENT MANAGEMENT, INC.$15.8K1
420Truvestments Capital LLC$12.0K1
421COUNTRY TRUST BANK$12.0K1
422BEACON INVESTMENT ADVISORY SERVICES, INC.$11.2K1
423Tacita Capital Inc$10.4K1
424Owl Creek Wealth Partners LLC$10.0K1
425Private Wealth Management Group, LLC$9.5K1
426Bell Investment Advisors, Inc$8.6K1
427GHP Investment Advisors, Inc.$8.5K1
428Scarborough Advisors, LLC$8.2K1
429Spire Wealth Management$8.2K1
430Harbor Asset Planning, Inc.$8.0K1
431State of Alaska, Department of Revenue$7.6K1
432Kingdom Financial Group LLC.$7.3K1
433Prestige Wealth Management Group LLC$7.3K1
434TopTier Wealth Management, LLC$6.9K1
435Keating Financial Advisory Services, Inc.$6.7K1
436NFC Investments, LLC$6.1K1
437Legacy Wealth Managment, LLC/ID$5.6K1
438Sachetta, LLC$5.4K1
439Pinnacle Wealth Planning Services, Inc.$5.3K1
440CANADA LIFE ASSURANCE Co$5.3K1
441Salomon & Ludwin, LLC$5.2K1
442AMALGAMATED BANK$4.3K1
443Physician Wealth Advisors, Inc.$4.2K1
444MATHER GROUP, LLC.$4.1K1
445EVOLUTION WEALTH MANAGEMENT INC.$4.0K1
446Treasurer of the State of North Carolina$3.9K1
447Rialto Wealth Management, LLC$3.7K1
448Intentional Wealth Strategies, LLC$3.6K1
449ELEVATION WEALTH PARTNERS, LLC$3.5K1
450Rakuten Securities, Inc.$3.3K1
451Sunrise Financial Services, LLC$3.2K1
452DekaBank Deutsche Girozentrale$3.2K1
453NATIXIS ADVISORS, LLC$3.1K1
454DiNuzzo Private Wealth, Inc.$2.7K1
455Kilter Group LLC$2.6K1
456S&T BANK/PA$2.6K1
457Caitlin John, LLC$2.5K1
458CHILTON CAPITAL MANAGEMENT LLC$2.4K1
459Signature Resources Capital Management, LLC$2.4K1
460Triumph Capital Management$2.2K1
461Financial Network Wealth Advisors LLC$1.9K1
462Key Capital Management, INC$1.7K1
463Vestcor Inc$1.7K1
464Beaird Harris Wealth Management, LLC$1.4K1
465PICTON MAHONEY ASSET MANAGEMENT$1.3K1
466NATIXIS$1.3K1
467Cromwell Holdings LLC$1.3K1
468Transamerica Financial Advisors, LLC$1.3K1
469HFM Investment Advisors, LLC$9981
470Vermillion Wealth Management, Inc.$6381
471HOEY INVESTMENTS, INC$6171
472PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$5681
473Frazier Financial Advisors, LLC$4791
474DecisionPoint Financial, LLC$3201
475Evolution Advisers, Inc.$3061
476KBC Group NV$2981
477MV CAPITAL MANAGEMENT, INC.$2801
478Grove Bank & Trust$2791
479Signature Equity Partners, LLC$2391
480Penserra Capital Management LLC$2051
481Cassaday & Co Wealth Management LLC$1601
482American Capital Advisory, LLC$801
483Capital Advisors, Ltd. LLC$181
484Raleigh Capital Management Inc.$111
485Avion Wealth$41
486Jefferies Financial Group Inc.— value not disclosed1
487VANGUARD GROUP INC— value not disclosed1
488GLENMEDE TRUST CO NA— value not disclosed1
489MML INVESTORS SERVICES, LLC— value not disclosed1
490PINNACLE ASSOCIATES LTD— value not disclosed1
491MEEDER ASSET MANAGEMENT INC— value not disclosed1
492HARBOUR INVESTMENTS, INC.— value not disclosed1
493JONES FINANCIAL COMPANIES LLLP— value not disclosed1
494Brandywine Global Investment Management, LLC— value not disclosed1
495COMERICA BANK— value not disclosed1
496VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
497TD ASSET MANAGEMENT INC— value not disclosed1
498CIBC WORLD MARKETS CORP— value not disclosed1
499KEYBANK NATIONAL ASSOCIATION/OH— value not disclosed1
500PROFUND ADVISORS LLC— value not disclosed1
Truncated by Public Filings. Every one of the 485 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 ORI

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for ORI · financials and macro

Financials — as filed PLANNED

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