Public record / Tickers / OWL

OWL — BLUE OWL CAPITAL INC.†

Both disclosure regimes on one name: who in Congress filed about OWL, 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
2
all PTR rows naming OWL
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-20
filed 2025-08-20
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

Ritchie Torres · $1.0K–$15.0K

SELL · traded 2025-07-11 → filed 2025-08-20. Ranked over every OWL row by the provable lower bound, never a point estimate.

No member disclosed OWL 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

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 OWL · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning OWL
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-20Ritchie Torres D–NY-15SELLTraded 07-11 +40d$1K–$15K
2025-08-20Ritchie Torres D–NY-15BUYTraded 2024-09-26 LATE·328d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 2 ↗

Members active in OWL

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

No member disclosed OWL in the trailing 12 months.

Congress ↔ notable managers · OWL

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 · BLUE OWL CAPITAL INC

Merged timeline of congressional filings and notable-manager moves on OWL
DateWhoChangeSize
2026-05-15Soros Fund Management 13FADD+831,060 sh
2026-05-15Tudor Investment Corp 13FADD+1,731,699 sh
2026-05-14Caxton Associates 13FNEW+14,645 sh

3 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 OWL for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1FMR LLC$783M1
2Capital Research Global Investors$530M1
3Capital World Investors$518M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$331M1
5ICONIQ Capital, LLC$314M1
6BlackRock, Inc.$305M1
7VANGUARD CAPITAL MANAGEMENT LLC$269M1
8BANK OF AMERICA CORP /DE/$155M1
9Lind Value II ApS$139M1
10Caption Management, LLC$138M1
11MORGAN STANLEY$121M1
12GEODE CAPITAL MANAGEMENT, LLC$110M1
13STATE STREET CORP$106M1
14HighTower Advisors, LLC$98.7M1
15UBS Group AG$89.1M1
16AQR CAPITAL MANAGEMENT LLC$87.8M1
17RDST Capital LLC$69.8M1
18TWO SIGMA INVESTMENTS, LP$64.8M1
19Cresset Asset Management, LLC$57.8M1
20MILLENNIUM MANAGEMENT LLC$57.1M1
21RENAISSANCE TECHNOLOGIES LLC$55.4M1
22Capital International Investors$44.1M1
23WELLS FARGO & COMPANY/MN$39.8M1
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC$39.3M1
25Qube Research & Technologies Ltd$38.9M1
26Estuary Capital Management LP$38.3M1
27VANGUARD FIDUCIARY TRUST CO$37.0M1
28SUSQUEHANNA INTERNATIONAL GROUP, LLP$36.2M1
29JANE STREET GROUP, LLC$34.2M1
30Point72 Asset Management, L.P.$33.4M1
31NORTHERN TRUST CORP$33.3M1
32State of New Jersey Common Pension Fund A$32.5M1
33National Philanthropic Trust$31.9M1
34CITADEL ADVISORS LLC$30.9M1
35Callodine Capital Management, LP$26.9M1
36Brown University$23.5M1
37Invesco Ltd.$21.4M1
38OCO Capital Partners, L.P.$20.1M1
39Man Group plc$19.8M1
40Barton Investment Management$18.6M1
41SOROS FUND MANAGEMENT LLC$18.4M1
42TUDOR INVESTMENT CORP ET AL$18.3M1
43Trexquant Investment LP$18.0M1
44CITIGROUP INC$17.7M1
45M&G Plc$17.5M1
46Verity & Verity, LLC$16.7M1
47PEAK6 LLC$16.2M1
48Cander Asset Management LP$15.9M1
49LPL Financial LLC$15.5M1
50UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$15.4M1
51RAYMOND JAMES FINANCIAL INC$15.2M1
52Alpine Global Management, LLC$14.5M1
53Foster Victor Wealth Advisors, LLC$13.6M1
54Danica Pension, Livsforsikringsaktieselskab$12.8M1
55CIBC Bancorp USA Inc.$11.7M1
56Swiss National Bank$11.4M1
57Nuveen, LLC$11.1M1
58AMERICAN FINANCIAL GROUP INC$10.8M1
59Lalia Capital, LLC$10.7M1
60Endure Capital Management, LLC$10.2M1
61NATIONAL BANK OF CANADA /FI/$9.9M1
62GROUP ONE TRADING LLC$9.8M1
63DG Capital Management, LLC$9.3M1
64CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$9.3M1
65Chescapmanager LLC$8.8M1
66Rockefeller Capital Management L.P.$8.7M1
67IEQ CAPITAL, LLC$8.5M1
68STATE OF WISCONSIN INVESTMENT BOARD$8.4M1
69ROYAL BANK OF CANADA$8.1M1
70OMERS ADMINISTRATION Corp$7.2M1
71Squarepoint Ops LLC$7.1M1
72MAI Capital Management$6.8M1
73ArrowMark Colorado Holdings LLC$6.6M1
74BANK OF NOVA SCOTIA$6.4M1
75Arcus Capital Partners, LLC$6.2M1
76Chicago Partners Investment Group LLC$5.9M1
77ExodusPoint Capital Management, LP$5.9M1
78Explore Capital Management, LLC$5.7M1
79XTX Topco Ltd$5.7M1
80Walleye Capital LLC$5.4M1
81VANGUARD ASSET MANAGEMENT, Ltd$5.3M1
82FORA Capital, LLC$5.1M1
83GenTrust, LLC$5.1M1
84Legal & General Group Plc$5.1M1
85Empowered Funds, LLC$5.1M1
86Leeward Investments, LLC - MA$5.1M1
87Janus Henderson Group Ltd.$5.0M1
88WORLDQUANT MILLENNIUM ADVISORS LLC$4.9M1
89FIRST NATIONAL TRUST CO$4.5M1
90Vestmark Advisory Solutions, Inc.$4.5M1
91SPX Gestao de Recursos Ltda$4.5M1
92ELEVATION POINT WEALTH PARTNERS, LLC$4.5M1
93Atom Investors LP$4.3M1
94Allianz Asset Management GmbH$4.3M1
95Mariner, LLC$4.3M1
96Quadrature Capital Ltd$4.3M1
97DIVERSIFY WEALTH MANAGEMENT, LLC$4.1M1
98Cerity Partners LLC$4.0M1
99Creative Planning$4.0M1
100NewEdge Advisors, LLC$3.9M1
101STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$3.7M1
102TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV$3.6M1
103Graham Capital Management, L.P.$3.5M1
104DnB Asset Management AS$3.5M1
105ALLIANCEBERNSTEIN L.P.$3.3M1
106STEPHENS INC /AR/$3.2M1
107Tranquility Partners, LLC$3.0M1
108NEW YORK STATE COMMON RETIREMENT FUND$2.9M1
109&PARTNERS$2.9M1
110QRG CAPITAL MANAGEMENT, INC.$2.9M1
111Quantinno Capital Management LP$2.9M1
112CWM, LLC$2.8M1
113Engineers Gate Manager LP$2.8M1
114Granite FO LLC$2.6M1
115Wealthfront Advisers LLC$2.6M1
116Concurrent Investment Advisors, LLC$2.5M1
117APG Asset Management N.V.$2.5M1
118TT Capital Management LLC$2.4M1
119Parallax Volatility Advisers, L.P.$2.4M1
120OPPENHEIMER & CO INC$2.4M1
121Vanguard Global Advisers, LLC$2.3M1
122Edgestream Partners, L.P.$2.3M1
123Cetera Investment Advisers$2.2M1
124Lingotto Investment Management LLP$2.2M1
125Bulltick Wealth Management, LLC$2.2M1
126Jefferies Financial Group Inc.$2.1M1
127STIFEL FINANCIAL CORP$2.1M1
128Summit Trail Advisors, LLC$2.0M1
129Qsemble Capital Management, LP$2.0M1
130State of New Jersey Common Pension Fund D$1.9M1
131MERCER GLOBAL ADVISORS INC /ADV$1.8M1
132BANK OF MONTREAL /CAN/$1.7M1
133LEVIN CAPITAL STRATEGIES, L.P.$1.7M1
134Capital International, Inc./CA/$1.7M1
135NATIXIS$1.6M1
136WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.6M1
137Verdence Capital Advisors LLC$1.6M1
138Arizona State Retirement System$1.6M1
139Palliser Capital (UK) Ltd$1.5M1
140VOYA INVESTMENT MANAGEMENT LLC$1.5M1
141Vanguard Investments Australia, Ltd.$1.5M1
142BEACON INVESTMENT ADVISORS LLC$1.5M1
143Elo Mutual Pension Insurance Co$1.5M1
144Centiva Capital, LP$1.5M1
145Zurcher Kantonalbank (Zurich Cantonalbank)$1.4M1
146Apollon Wealth Management, LLC$1.4M1
147Jain Global LLC$1.3M1
148KLP KAPITALFORVALTNING AS$1.3M1
149Corient Private Wealth LLC$1.2M1
150J. Goldman & Co LP$1.2M1
151CenterBook Partners LP$1.2M1
152Turtle Creek Wealth Advisors, LLC$1.2M1
153CANADA PENSION PLAN INVESTMENT BOARD$1.1M1
154Universal- Beteiligungs- und Servicegesellschaft mbH$1.1M1
155SummitTX Capital, L.P.$1.1M1
156ENVESTNET ASSET MANAGEMENT INC$1.1M1
157Steward Partners Investment Advisory, LLC$1.1M1
158Capital International Sarl$1.1M1
159U.S. Capital Wealth Advisors, LLC$1.0M1
160VARCOV Co.$1.0M1
161XPONANCE LLC$1.0M1
162Caitong International Asset Management Co., Ltd$998K1
163NewEdge Wealth, LLC$983K1
164Vanguard Personalized Indexing Management, LLC$983K1
165MANUFACTURERS LIFE INSURANCE COMPANY, THE$960K1
166DANSKE BANK A/S$950K1
167Saba Capital Management, L.P.$925K1
168BROWN ADVISORY INC$908K1
169Bridgefront Capital, LLC$906K1
170OSAIC HOLDINGS, INC.$897K1
171Pictet Asset Management Holding SA$895K1
172Brevan Howard Capital Management LP$885K1
173SEI INVESTMENTS CO$870K1
174TD ASSET MANAGEMENT INC$838K1
175BLAIR WILLIAM & CO/IL$798K1
176SMH CAPITAL ADVISORS INC$795K1
177Huntleigh Advisors, Inc.$778K1
178DEUTSCHE BANK AG\$778K1
179TRUIST FINANCIAL CORP$774K1
180ALPS ADVISORS INC$742K1
181Mutual Advisors, LLC$739K1
182MidFirst Bank$718K1
183TWIN FOCUS CAPITAL PARTNERS, LLC$713K1
184MML INVESTORS SERVICES, LLC$706K1
185FRANKLIN RESOURCES INC$701K1
186Frec Markets, Inc.$696K1
187LaSalle St. Investment Advisors, LLC$692K1
188Headlands Technologies LLC$677K1
189COMMONWEALTH EQUITY SERVICES, LLC$675K1
190Y-Intercept (Hong Kong) Ltd$660K1
191SCOTIA CAPITAL INC.$644K1
192Lee Financial Co$610K1
193CIBC WORLD MARKET INC.$600K1
194Aquatic Capital Management LLC$596K1
195Merit Financial Group, LLC$550K1
196Fort Point Capital Partners LLC$548K1
197Focus Partners Wealth$542K1
198QUADRANT CAPITAL GROUP LLC$540K1
199Lighthouse Investment Partners, LLC$537K1
200UMB Bank, n.a.$532K1
201Pallas Capital Advisors LLC$528K1
202Activest Wealth Management$523K1
203OSSIAM$507K1
204R Squared Ltd$506K1
205Diversified Trust Co$505K1
206Scientech Research LLC$501K1
207PRUDENTIAL PLC$500K1
208WIREGRASS INVESTMENT MANAGEMENT LLC$497K1
209CAPSTONE INVESTMENT ADVISORS, LLC$495K1
210EVOKE WEALTH, LLC$495K1
211Symphony Financial, Ltd. Co.$493K1
2121832 Asset Management L.P.$493K1
213Waverly Advisors, LLC$487K1
214Pathstone Holdings, LLC$481K1
215FIRST MANHATTAN CO. LLC.$462K1
216GUGGENHEIM CAPITAL LLC$459K1
217M&T BANK CORP$442K1
218ARMISTICE CAPITAL, LLC$438K1
219Amundi$432K1
220JOURNEY STRATEGIC WEALTH LLC$431K1
221HUB Investment Partners, LLC$431K1
222FIDUCIARY TRUST CO$418K1
223Havemeyer Place LP$418K1
224Composition Wealth, LLC$399K1
225Machina Capital S.A.S.$384K1
226Robertson Stephens Wealth Management, LLC$383K1
227Drucker Wealth 3.0, LLC$380K1
228Papamarkou Wellner Asset Management inc.$377K1
229Marex Group Ltd$375K1
230State of Wyoming$371K1
231Harbor Advisors LLC$365K1
232Annis Gardner Whiting Capital Advisors, LLC$365K1
233Sanctuary Advisors, LLC$363K1
234Swiss Life Asset Management Ltd$362K1
235Catalyst Capital Advisors LLC$356K1
236Numerai GP LLC$354K1
237UNITED CAPITAL FINANCIAL ADVISORS, LLC$346K1
238Calamos Advisors LLC$339K1
239Calamos Wealth Management LLC$339K1
240Joel Isaacson & Co., LLC$326K1
241Fiera Capital Corp$325K1
242HB Wealth Management, LLC$323K1
243Ensign Peak Advisors, Inc$319K1
244FIFTH THIRD BANCORP$317K1
245Federation des caisses Desjardins du Quebec$313K1
246SIGNATUREFD, LLC$309K1
247Utah Retirement Systems$307K1
248CIBC Asset Management Inc$306K1
249Avior Wealth Management, LLC$293K1
250Bull Harbor Capital LLC$285K1
251TD Waterhouse Canada Inc.$274K1
252Americana Partners, LLC$274K1
253Arax Advisory Partners$273K1
254ADVENT INTERNATIONAL, L.P.$271K1
255Maryland State Retirement & Pension System$271K1
256Voleon Capital Management LP$267K1
257Orion Porfolio Solutions, LLC$266K1
258FFT WEALTH MANAGEMENT LLC$261K1
259PRINCIPAL FINANCIAL GROUP INC$260K1
260Whetstone Capital Advisors, LLC$255K1
261Texas Yale Capital Corp.$247K1
262Curi Capital, LLC$236K1
263Tempo Wealth, LLC$225K1
264Brooklyn Investment Group$218K1
265Knollwood Investment Advisory, LLC$208K1
266Krilogy Financial LLC$207K1
267WADDELL & ASSOCIATES, LLC$206K1
268Vident Advisory, LLC$200K1
269LexAurum Advisors, LLC$200K1
270Geneos Wealth Management Inc.$196K1
271PRINCIPAL SECURITIES, INC.$193K1
272AXXCESS WEALTH MANAGEMENT, LLC$192K1
273Vise Technologies, Inc.$189K1
274Tower Research Capital LLC (TRC)$188K1
275Abel Hall, LLC$188K1
276CALTON & ASSOCIATES, INC.$187K1
277Kestra Advisory Services, LLC$184K1
278Cyndeo Wealth Partners, LLC$182K1
279Clear Trail Advisors, LLC$182K1
280EVOLVE PRIVATE WEALTH, LLC$177K1
281Mirae Asset Global Investments Co., Ltd.$174K1
282CITIZENS FINANCIAL GROUP INC/RI$170K1
283North Dakota State Investment Board$169K1
284waypoint wealth counsel$169K1
285180 WEALTH ADVISORS, LLC$168K1
286Magnetar Financial LLC$166K1
287Stokes Capital Advisors, LLC$164K1
288Caerus Investment Advisors, LLC$161K1
289Signature Wealth Management Partners, LLC$159K1
290Hedeker Wealth, LLC$157K1
291HSBC HOLDINGS PLC$156K1
292PARSONS CAPITAL MANAGEMENT INC/RI$156K1
293NORDEN GROUP LLC$155K1
294US BANCORP \DE\$155K1
295Prota Financial, LLC$151K1
296TRAPHAGEN INVESTMENT ADVISORS LLC$150K1
297NorthCrest Asset Manangement, LLC$149K1
298DRW Securities, LLC$149K1
299BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$146K1
300Envestnet Portfolio Solutions, Inc.$146K1
301CHIRON CAPITAL MANAGEMENT, LLC$143K1
302FIRST TRUST ADVISORS LP$143K1
303Sequoia Financial Advisors, LLC$142K1
304Savvy Advisors, Inc.$141K1
305Allworth Financial LP$139K1
306Avidian Wealth Enterprises, LLC$138K1
307EVERGREEN CAPITAL MANAGEMENT LLC$137K1
308Verition Fund Management LLC$137K1
309SFMG, LLC$137K1
310PRUDENTIAL FINANCIAL INC$136K1
311Lionshead Wealth Management, LLC$135K1
312CAXTON ASSOCIATES LLP$134K1
313Parcion Private Wealth LLC$130K1
314Performance Wealth Partners, LLC$129K1
315QTR Family Wealth, LLC$129K1
316DUDLEY CAPITAL MANAGEMENT, LLC$124K1
317Summit Financial, LLC$122K1
318Visionary Wealth Advisors$119K1
319MIRAE ASSET SECURITIES (USA) INC.$116K1
320111 Capital$115K1
321Allspring Global Investments Holdings, LLC$115K1
322EntryPoint Capital, LLC$112K1
323AIGEN INVESTMENT MANAGEMENT, LP$111K1
324Legacy Advisors, LLC$109K1
325COLDSTREAM CAPITAL MANAGEMENT INC$107K1
326WELLINGTON MANAGEMENT GROUP LLP$107K1
327T3 Companies, LLC$106K1
328Allie Family Office LLC$104K1
329CHOREO, LLC$101K1
330B. Riley Wealth Advisors, Inc.$99.2K1
331Meeder Advisory Services, Inc.$98.0K1
332CenterStar Asset Management, LLC$97.6K1
333CFO4Life Group, LLC$97.4K1
334Ashton Thomas Private Wealth, LLC$95.8K1
335Fiduciary Group, LLC$92.2K1
336M.E. ALLISON & CO., INC.$91.3K1
337Parkside Financial Bank & Trust$82.8K1
338Tripletail Wealth Management, LLC$74.6K1
339BNP Paribas Asset Management Holding S.A.$65.0K1
340TEMA ETFS LLC$56.4K1
341HRT FINANCIAL LP$52.9K1
342MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$42.7K1
343NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$41.7K1
344Center for Financial Planning, Inc.$40.2K1
345Rakuten Securities, Inc.$24.8K1
346ASSETMARK, INC$22.5K1
347Truvestments Capital LLC$21.2K1
348Financial Perspectives, Inc$21.1K1
349Owl Creek Wealth Partners LLC$20.2K1
350TOTH FINANCIAL ADVISORY CORP$20.1K1
351CVA Family Office, LLC$19.1K1
352Lavaca Capital LLC$17.1K1
353Cassaday & Co Wealth Management LLC$15.1K1
354Mitsubishi UFJ Asset Management Co., Ltd.$12.9K1
355Pinnacle Wealth Planning Services, Inc.$11.9K1
356Physician Wealth Advisors, Inc.$9.8K1
357American Capital Advisory, LLC$9.3K1
358Clearstead Advisors, LLC$9.1K1
359Johnson Financial Group, Inc.$9.1K1
360Larson Financial Group LLC$8.9K1
361WPG Advisers, LLC$8.6K1
362Blue Trust, Inc.$7.9K1
363ALGERT GLOBAL LLC$6.1K1
364VAN ECK ASSOCIATES CORP$5.6K1
365Meramec Financial Planners, LLC$5.2K1
366Crewe Advisors LLC$5.2K1
367BARRETT & COMPANY, INC.$4.6K1
368Clearstead Trust, LLC$4.4K1
369Medallion Wealth Advisors, LLC$3.9K1
370STANCE CAPITAL LLC$2.7K1
371Signature Equity Partners, LLC$2.7K1
372Treasurer of the State of North Carolina$2.5K1
373Smartleaf Asset Management LLC$2.4K1
374Sachetta, LLC$2.2K1
375SJS Investment Consulting Inc.$2.2K1
376True Wealth Design, LLC$1.7K1
377Retirement Wealth Solutions LLC$1.7K1
378Virtu Financial LLC$1.6K1
379GSA CAPITAL PARTNERS LLP$1.6K1
380Kilter Group LLC$1.4K1
381MATHER GROUP, LLC.$1.3K1
382Stone House Investment Management, LLC$1.1K1
383Elequin Capital, LP$9311
384Clayton Financial Group LLC$9131
385JPL Wealth Management, LLC$8681
386SALEM INVESTMENT COUNSELORS INC$8041
387Vanguard National Trust Co$6851
388Manchester Capital Management LLC$6301
389Marquette Asset Management, LLC$5211
390THRIVENT FINANCIAL FOR LUTHERANS$4661
391Transamerica Financial Advisors, LLC$4471
392ELEVATION WEALTH PARTNERS, LLC$4301
393Rialto Wealth Management, LLC$4301
394SouthState Bank Corp$4111
395PARK AVENUE SECURITIES LLC$4041
396Signature Resources Capital Management, LLC$3471
397SHP Wealth Management$2191
398TopTier Wealth Management, LLC$2101
399ACADIAN ASSET MANAGEMENT LLC$2001
400KBC Group NV$1671
401MV CAPITAL MANAGEMENT, INC.$1281
402Vestcor Inc$1051
403INGALLS & SNYDER LLC$1041
404Quaker Wealth Management, LLC$921
405Godfrey Financial Associates, Inc.$371
406TFC Financial Management, Inc.$281
407Kingdom Financial Group LLC.$191
408Capital Analysts, LLC$61
409VALLEY NATIONAL ADVISERS INC$41
410Avion Wealth$21
411HAZLETT, BURT & WATSON, INC.$11
412CENTRAL TRUST Co— value not disclosed1
413VANGUARD GROUP INC— value not disclosed1
414KING LUTHER CAPITAL MANAGEMENT CORP— value not disclosed1
415MEKETA INVESTMENT GROUP INC /ADV— value not disclosed1
416SYM FINANCIAL Corp— value not disclosed1
417TEACHER RETIREMENT SYSTEM OF TEXAS— value not disclosed1
418HARBOUR INVESTMENTS, INC.— value not disclosed1
419CAPITAL ADVISORS INC/OK— value not disclosed1
420NISSAY ASSET MANAGEMENT CORP /JAPAN— value not disclosed1
421FULTON BANK, N.A.— value not disclosed1
422DAVENPORT & Co LLC— value not disclosed1
423ARDSLEY ADVISORY PARTNERS LP— value not disclosed1
424COMERICA BANK— value not disclosed1
425ROYCE & ASSOCIATES LP— value not disclosed1
426M.D. Sass, LLC— value not disclosed1
427STEPH & CO— value not disclosed1
428Orange Investment Advisors, Inc.— value not disclosed1
429PALISADE CAPITAL MANAGEMENT, LP— value not disclosed1
430CANTOR FITZGERALD, L. P.— value not disclosed1
431WEXFORD CAPITAL LP— value not disclosed1
432FEDERATED HERMES, INC.— value not disclosed1
433CIBC WORLD MARKETS CORP— value not disclosed1
434COBALT CAPITAL MANAGEMENT, INC.— value not disclosed1
435KEYBANK NATIONAL ASSOCIATION/OH— value not disclosed1
436Itau Unibanco Holding S.A.— value not disclosed1
437WESTWOOD HOLDINGS GROUP INC— value not disclosed1
438WESTFIELD CAPITAL MANAGEMENT CO LP— value not disclosed1
439Hilltop Holdings Inc.— value not disclosed1
440CORSAIR CAPITAL MANAGEMENT, L.P.— value not disclosed1
441CIBC Private Wealth Group LLC— value not disclosed1
442LAFFER TENGLER INVESTMENTS, INC.— value not disclosed1
443Clearbridge Investments, LLC— value not disclosed1
444Weiss Asset Management LP— value not disclosed1
445NORGES BANK— value not disclosed1
446Merrion Investment Management Co, LLC— value not disclosed1
447Boston Partners— value not disclosed1
448PRELUDE CAPITAL MANAGEMENT, LLC— value not disclosed1
449Hudson Bay Capital Management LP— value not disclosed1
450Voya Financial Advisors, Inc.— value not disclosed1
451OXFORD ASSET MANAGEMENT LLP— value not disclosed1
452SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC— value not disclosed1
453TWO SIGMA SECURITIES, LLC— value not disclosed1
454BENJAMIN EDWARDS INC— value not disclosed1
455Alberta Investment Management Corp— value not disclosed1
456Freedom Day Solutions, LLC— value not disclosed1
457HMI Capital Management, L.P.— value not disclosed1
458Asset Dedication, LLC— value not disclosed1
459HALBERT HARGROVE GLOBAL ADVISORS, LLC— value not disclosed1
460Richard Bernstein Advisors LLC— value not disclosed1
461FOX RUN MANAGEMENT, L.L.C.— value not disclosed1
462MKP Capital Management, L.L.C.— value not disclosed1
463Atria Investments, Inc— value not disclosed1
464Leonteq Securities AG— value not disclosed1
465MIRABELLA FINANCIAL SERVICES LLP— value not disclosed1
466PICTON MAHONEY ASSET MANAGEMENT— value not disclosed1
467BOOTHBAY FUND MANAGEMENT, LLC— value not disclosed1
468Connor, Clark & Lunn Investment Management Ltd.— value not disclosed1
469Tidal Investments LLC— value not disclosed1
470WINTON GROUP Ltd— value not disclosed1
471FINANCIAL CONSULATE, INC— value not disclosed1
472WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC— value not disclosed1
473KESTRA PRIVATE WEALTH SERVICES, LLC— value not disclosed1
474CAT ROCK CAPITAL MANAGEMENT LP— value not disclosed1
475CAPITAL INSIGHT PARTNERS, LLC— value not disclosed1
476Probity Advisors, Inc.— value not disclosed1
477Hunting Hill Global Capital, LLC— value not disclosed1
478Founders Capital Management— value not disclosed1
479AlphaCore Capital LLC— value not disclosed1
480DV Trading LLC— value not disclosed1
481Dynasty Wealth Management, LLC— value not disclosed1
482SeaCrest Wealth Management, LLC— value not disclosed1
483Global Retirement Partners, LLC— value not disclosed1
484Oak Thistle LLC— value not disclosed1
485Costello Asset Management, INC— value not disclosed1
486EASTERLY INVESTMENT PARTNERS LLC— value not disclosed1
487SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC— value not disclosed1
488CBIZ Investment Advisory Services, LLC— value not disclosed1
489Avalon Trust Co— value not disclosed1
490Onyx Bridge Wealth Group LLC— value not disclosed1
491CastleKnight Management LP— value not disclosed1
492Orion Capital Management LLC— value not disclosed1
493Westwood Wealth Management— value not disclosed1
494AlphaQuest LLC— value not disclosed1
495Cromwell Holdings LLC— value not disclosed1
496PharVision Advisers, LLC— value not disclosed1
497New Millennium Group LLC— value not disclosed1
498Kinetic Partners Management, LP— value not disclosed1
499SageView Advisory Group, LLC— value not disclosed1
500AXQ CAPITAL, LP— value not disclosed1
Truncated by Public Filings. Every one of the 411 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 OWL

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for OWL · financials and macro

Financials — as filed PLANNED

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