Public record / Tickers / PAAS

PAAS — PAN AMERICAN SILVER CORP†

Both disclosure regimes on one name: who in Congress filed about PAAS, 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
4
all PTR rows naming PAAS
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
02-13
filed 2026-02-13
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

Gilbert Ray Cisneros, Jr. · $50.0K–$100K

SELL · traded 2026-01-27 → filed 2026-02-13. Ranked over every PAAS 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.

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 PAAS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PAAS
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31SELLTraded 01-27 +17d$50K–$100K
2021-05-17Thomas R. Carper D–DEBUY SP (spouse-owned)Traded 2020-11-20 LATE·178d$1K–$15Kamendment pending
2016-07-03Mick Mulvaney R–SC-5SELLTraded 06-29 +4d$1K–$15K
2015-02-04Mick Mulvaney R–SC-5SELLTraded 02-04 +0d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 4 ↗

Members active in PAAS

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing PAAS 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−$100K to −$50.0K2

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

Congress ↔ notable managers · PAAS

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 · PAN AMERN SILVER CORP

Merged timeline of congressional filings and notable-manager moves on PAAS
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+20,337 sh
2026-05-15Bridgewater Associates 13FNEW+151,463 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 PAAS for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$839M1
2VANGUARD CAPITAL MANAGEMENT LLC$626M1
3BlackRock, Inc.$480M1
4JANE STREET GROUP, LLC$348M1
5Capital International Investors$311M1
6Invesco Ltd.$246M1
7ROYAL BANK OF CANADA$215M1
8FIL Ltd$211M1
9VANGUARD FIDUCIARY TRUST CO$200M1
10MILLENNIUM MANAGEMENT LLC$197M1
11DIMENSIONAL FUND ADVISORS LP$192M1
12ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184M1
13Connor, Clark & Lunn Investment Management Ltd.$171M1
14MORGAN STANLEY$168M1
15Tidal Investments LLC$162M1
16MANUFACTURERS LIFE INSURANCE COMPANY, THE$156M1
17BANK OF MONTREAL /CAN/$147M1
18CANADA PENSION PLAN INVESTMENT BOARD$146M1
19Qube Research & Technologies Ltd$145M1
20Legal & General Group Plc$144M1
21Amundi$143M1
22TD ASSET MANAGEMENT INC$141M1
23CITADEL ADVISORS LLC$136M1
24JUPITER ASSET MANAGEMENT LTD$135M1
25First Eagle Investment Management, LLC$132M1
26MACKENZIE FINANCIAL CORP$123M1
27BANK OF AMERICA CORP /DE/$101M1
28CIBC Asset Management Inc$98.6M1
29AMERICAN CENTURY COMPANIES INC$92.2M1
30Vanguard Global Advisers, LLC$91.5M1
31DEUTSCHE BANK AG\$90.2M1
32TWO SIGMA INVESTMENTS, LP$85.2M1
33SPROTT INC.$77.9M1
34Swiss National Bank$77.6M1
35Point72 Asset Management, L.P.$77.5M1
36Evergreen Quality Fund GP, Ltd.$71.7M1
37RENAISSANCE TECHNOLOGIES LLC$71.1M1
38Man Group plc$70.7M1
39FMR LLC$69.8M1
40SCHRODER INVESTMENT MANAGEMENT GROUP$61.1M1
41TORONTO DOMINION BANK$58.8M1
42CHARLES SCHWAB INVESTMENT MANAGEMENT INC$56.3M1
43UBS Group AG$56.0M1
44AQR CAPITAL MANAGEMENT LLC$52.9M1
45PICTON MAHONEY ASSET MANAGEMENT$44.4M1
46Allspring Global Investments Holdings, LLC$42.2M1
47SUSQUEHANNA INTERNATIONAL GROUP, LLP$41.2M1
48VANGUARD ASSET MANAGEMENT, Ltd$40.1M1
49NATIONAL BANK OF CANADA /FI/$38.6M1
50CIBC WORLD MARKET INC.$38.5M1
51BARCLAYS PLC$37.8M1
52Trexquant Investment LP$36.0M1
53DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$35.2M1
54BANK OF NOVA SCOTIA$33.1M1
55Allianz Asset Management GmbH$30.4M1
56Capital International, Inc./CA/$30.1M1
57TD Waterhouse Canada Inc.$29.7M1
58Quadrature Capital Ltd$28.8M1
59BNP Paribas Asset Management Holding S.A.$27.8M1
60Nuveen, LLC$24.5M1
61IMC-Chicago, LLC$22.5M1
62Federation des caisses Desjardins du Quebec$20.5M1
63BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$19.8M1
64AVIVA PLC$19.7M1
65PANAGORA ASSET MANAGEMENT INC$19.7M1
66ALPS ADVISORS INC$19.0M1
67Walleye Trading LLC$18.8M1
68Weiss Asset Management LP$18.7M1
69Groupe la Francaise$18.5M1
70FRANKLIN RESOURCES INC$18.4M1
71RAYMOND JAMES FINANCIAL INC$17.7M1
72Y-Intercept (Hong Kong) Ltd$17.3M1
73BW Gestao de Investimentos Ltda.$17.3M1
74Wealth High Governance Capital Ltda$17.3M1
75D. E. Shaw & Co., Inc.$16.9M1
76GROUP ONE TRADING LLC$16.4M1
77Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group$15.6M1
78WESTWOOD HOLDINGS GROUP INC$15.4M1
79Wealth High Governance Asset Management Ltda.$14.6M1
80BUILDER INVESTMENT GROUP INC /ADV$14.6M1
81CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$14.6M1
82Janus Henderson Group Ltd.$14.6M1
83Andra AP-fonden$14.3M1
84WELLS FARGO & COMPANY/MN$14.0M1
85Financial Sense Advisors, Inc.$14.0M1
86Cetera Investment Advisers$13.8M1
87HATCH COVE CAPITAL, LLC$13.4M1
88Zurcher Kantonalbank (Zurich Cantonalbank)$13.3M1
89Triasima Portfolio Management inc.$12.2M1
90LPL Financial LLC$11.7M1
91Pictet Asset Management Holding SA$11.5M1
92Gotham Asset Management, LLC$11.5M1
93Vanguard Investments Australia, Ltd.$11.4M1
94PKO Investment Management Joint-Stock Co$10.7M1
95Lombard Odier Asset Management (Europe) Ltd$10.2M1
96INTECH INVESTMENT MANAGEMENT LLC$10.0M1
97Leonteq Securities AG$9.8M1
98Squarepoint Ops LLC$9.8M1
99ARS Investment Partners, LLC$9.4M1
100Ruffer LLP$9.3M1
101WELLINGTON MANAGEMENT GROUP LLP$9.0M1
102ExodusPoint Capital Management, LP$9.0M1
103UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$8.9M1
104Rockefeller Capital Management L.P.$8.9M1
105GUGGENHEIM CAPITAL LLC$8.7M1
106PUBLIC SECTOR PENSION INVESTMENT BOARD$8.6M1
107SEI INVESTMENTS CO$8.4M1
108Engineers Gate Manager LP$8.3M1
109Bridgewater Associates, LP$8.3M1
110Cannell & Spears LLC$8.2M1
111Korea Investment CORP$8.0M1
112Aristides Capital LLC$7.8M1
113OPPENHEIMER & CO INC$7.7M1
114CITIGROUP INC$7.3M1
115STATE OF WISCONSIN INVESTMENT BOARD$7.3M1
116Steadtrust LLC$7.1M1
117NFJ INVESTMENT GROUP, LLC$7.0M1
118Kestra Advisory Services, LLC$6.7M1
119OCCUDO QUANTITATIVE STRATEGIES LP$6.7M1
120NORTHERN TRUST CORP$6.5M1
121Beacon Pointe Advisors, LLC$6.5M1
122BFSG, LLC$6.3M1
123Alberta Investment Management Corp$6.2M1
124HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$6.2M1
125HSBC HOLDINGS PLC$6.2M1
126Walleye Capital LLC$6.2M1
127USS Investment Management Ltd$6.0M1
128Schonfeld Strategic Advisors LLC$5.7M1
129BALYASNY ASSET MANAGEMENT L.P.$5.6M1
130Jain Global LLC$5.5M1
131683 Capital Management, LLC$5.5M1
132Lansforsakringar Fondforvaltning AB (publ)$5.3M1
133STIFEL FINANCIAL CORP$5.2M1
134VICTORY CAPITAL MANAGEMENT INC$5.2M1
135Northwest & Ethical Investments L.P.$5.2M1
136FEARNLEY ASSET MANAGEMENT AS$5.2M1
137Empowered Funds, LLC$5.2M1
138Electrum Group LLC$5.0M1
139FIRST TRUST ADVISORS LP$5.0M1
140Osmosis Investment Management UK Ltd$5.0M1
141SIMPLEX TRADING, LLC$4.9M1
142CREDIT AGRICOLE S A$4.9M1
143Brevan Howard Capital Management LP$4.6M1
144Trek Financial, LLC$4.6M1
145FORA Capital, LLC$4.5M1
146HighTower Advisors, LLC$4.5M1
147Pine Valley Investments Ltd Liability Co$4.2M1
148SCOTIA CAPITAL INC.$4.1M1
149COMMONWEALTH EQUITY SERVICES, LLC$4.1M1
150U S GLOBAL INVESTORS INC$4.0M1
151OSAIC HOLDINGS, INC.$4.0M1
152Asset One Wealth Management LLC$3.8M1
153Quantinno Capital Management LP$3.7M1
154SEB Asset Management AB$3.3M1
155Investment Management Corp of Ontario$3.3M1
156Massar Capital Management, LP$3.3M1
157MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$3.2M1
158McAlvany Wealth Management LLC$3.0M1
159Pathstone Holdings, LLC$2.9M1
160Beirne Wealth Consulting Services, LLC$2.9M1
161PVG ASSET MANAGEMENT CORP$2.8M1
162Creative Planning$2.8M1
163Lombard Odier Asset Management (Switzerland) SA$2.7M1
164EDMOND DE ROTHSCHILD HOLDING S.A.$2.6M1
165Mariner, LLC$2.6M1
166NOMURA HOLDINGS INC$2.5M1
167PROFUND ADVISORS LLC$2.5M1
168Utah Retirement Systems$2.5M1
169STANSBERRY ASSET MANAGEMENT, LLC$2.5M1
170Enclave Advisors LLC$2.5M1
171DAVENPORT & Co LLC$2.5M1
172FIRST MANHATTAN CO. LLC.$2.5M1
173BankChampaign, National Association$2.5M1
174Grand Central Investment Group$2.4M1
175Plancorp, LLC$2.4M1
176Harvest Portfolios Group Inc.$2.4M1
177ALLIANCEBERNSTEIN L.P.$2.4M1
178Stratos Wealth Advisors, LLC$2.3M1
179Aquatic Capital Management LLC$2.3M1
180Boston Partners$2.2M1
181Harvest Investment Services, LLC$2.1M1
182WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.1M1
183Swiss Life Asset Management Ltd$2.1M1
184TRUIST FINANCIAL CORP$2.0M1
185J. Safra Sarasin Holding AG$2.0M1
186PEAK6 LLC$2.0M1
187BENJAMIN EDWARDS INC$1.9M1
188FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$1.9M1
189Vontobel Holding Ltd.$1.9M1
190LBP AM SA$1.8M1
191MAVERICK CAPITAL LTD$1.8M1
192American Capital Advisory, LLC$1.7M1
193Steward Partners Investment Advisory, LLC$1.7M1
194Generali Asset Management SPA SGR$1.7M1
195Private Advisor Group, LLC$1.7M1
196Towne Trust Company, N.A$1.6M1
197Sowell Financial Services LLC$1.6M1
198VestGen Advisors, LLC$1.6M1
199Advisors Asset Management, Inc.$1.6M1
200Legend Financial Advisors, Inc.$1.6M1
201ENVESTNET ASSET MANAGEMENT INC$1.5M1
202Integrated Quantitative Investments LLC$1.5M1
203StoneX Group Inc.$1.5M1
204PRELUDE CAPITAL MANAGEMENT, LLC$1.4M1
205SCHWARTZ INVESTMENT COUNSEL INC$1.4M1
206Cadence Wealth Management LLC$1.4M1
207SHEETS SMITH WEALTH MANAGEMENT$1.4M1
208Cresset Asset Management, LLC$1.3M1
209BOOTHBAY FUND MANAGEMENT, LLC$1.3M1
210BTG Pactual Asset Management US LLC$1.3M1
211MONETA GROUP INVESTMENT ADVISORS LLC$1.3M1
212BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.2M1
213Shaolin Capital Management LLC$1.2M1
214TOCQUEVILLE ASSET MANAGEMENT L.P.$1.2M1
215ALTFEST L J & CO INC$1.2M1
216Aviso Financial Inc.$1.2M1
217ELEVATUS WELATH MANAGEMENT$1.2M1
218FOX RUN MANAGEMENT, L.L.C.$1.2M1
219Moors & Cabot, Inc.$1.2M1
220Eurizon Capital SGR S.p.A.$1.2M1
221TWO SIGMA SECURITIES, LLC$1.1M1
222Retirement Planning Co of New England, Inc.$1.1M1
223ROYAL LONDON ASSET MANAGEMENT LTD$1.1M1
224Focus Partners Wealth$1.1M1
225Vanguard National Trust Co$1.1M1
226Sanctuary Advisors, LLC$1.1M1
227OXFORD ASSET MANAGEMENT LLP$1.0M1
228Titan Investment Solutions Ltd$1.0M1
229HUB Investment Partners, LLC$1.0M1
230OLD MISSION CAPITAL LLC$1.0M1
231TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$985K1
232EVERGREEN CAPITAL MANAGEMENT LLC$976K1
233Ensign Peak Advisors, Inc$954K1
234ASR Vermogensbeheer N.V.$935K1
235Cedrus Wealth Group LLC$897K1
236Headlands Technologies LLC$889K1
237Summit Financial, LLC$877K1
238GeoSphere Capital Management, LLC$870K1
239Spire Wealth Management$869K1
240Formidable Asset Management, LLC$863K1
241Metis Global Partners, LLC$852K1
242STATE STREET CORP$852K1
243E Fund Management Co., Ltd.$842K1
244CHOREO, LLC$829K1
245MERCER GLOBAL ADVISORS INC /ADV$825K1
246Hartree Partners, LP$819K1
247MML INVESTORS SERVICES, LLC$815K1
248LAFFER TENGLER INVESTMENTS, INC.$807K1
249RWA WEALTH PARTNERS, LLC$804K1
250Private Advisory Group LLC$800K1
251Avanza Fonder AB$797K1
252Marex Group Ltd$786K1
253FACTORY MUTUAL INSURANCE CO$778K1
254Clear Street Group Inc.$776K1
255TT International Asset Management LTD$752K1
256Blue Trust, Inc.$745K1
257BCS Private Wealth Management, Inc.$713K1
258Pekin Hardy Strauss, Inc.$705K1
259SIGNATUREFD, LLC$699K1
260Cerity Partners LLC$699K1
261Old Peak Finance LLC$691K1
262Themes Management Co LLC$676K1
263COLDSTREAM CAPITAL MANAGEMENT INC$674K1
264UniSuper Management Pty Ltd$670K1
265HUSSMAN STRATEGIC ADVISORS, INC.$666K1
266Clearstead Advisors, LLC$663K1
267Wealthfront Advisers LLC$662K1
268Mitsubishi UFJ Trust & Banking Corp$659K1
269VectorGlobal IAG, Inc.$658K1
270Fund Advisors of America Inc/FL$646K1
271Assenagon Asset Management S.A.$641K1
272Robertson Stephens Wealth Management, LLC$634K1
273Vanguard Personalized Indexing Management, LLC$628K1
274Tower Research Capital LLC (TRC)$617K1
275Laurion Capital Management LP$611K1
276Vivaldi Capital Management LP$611K1
277Quantessence Capital LLC$605K1
278INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$604K1
279IEQ CAPITAL, LLC$588K1
280Sequoia Financial Advisors, LLC$569K1
281Cardinal Point Capital Management ULC$567K1
282Exit Wealth Advisors, LLC.$553K1
283CWM, LLC$545K1
284Belpointe Asset Management LLC$543K1
285Concurrent Investment Advisors, LLC$538K1
286Veracity Capital LLC$526K1
287Alta Wealth Advisors LLC$519K1
288XTX Topco Ltd$514K1
289US BANCORP \DE\$510K1
290Merit Financial Group, LLC$509K1
291Bridgefront Capital, LLC$506K1
292Oxbow Advisors, LLC$505K1
293ANGELES WEALTH MANAGEMENT, LLC$503K1
294MINDSET WEALTH MANAGEMENT, LLC$496K1
295AE Wealth Management LLC$489K1
296Scientech Research LLC$485K1
297CHELSEA COUNSEL CO$478K1
298VISTA INVESTMENT PARTNERS LLC$478K1
299Compass Ion Advisors, LLC$476K1
300Arista Wealth Management, LLC$464K1
301BLAIR WILLIAM & CO/IL$463K1
302Wealthspire Retirement, LLC$452K1
303O'SHAUGHNESSY ASSET MANAGEMENT, LLC$452K1
304Net Worth Advisory Group$449K1
305HOHIMER WEALTH MANAGEMENT, LLC$437K1
306RFG Advisory, LLC$422K1
307Laird Norton Wetherby Trust Company, LLC$418K1
308Centiva Capital, LP$414K1
309Tradition Wealth Management, LLC$413K1
310Geneos Wealth Management Inc.$409K1
311NATIXIS$408K1
312Vident Advisory, LLC$402K1
313AVALON CAPITAL MANAGEMENT$382K1
314Composition Wealth, LLC$373K1
315PYA Waltman Capital, LLC$372K1
316Linden Thomas Advisory Services, LLC$372K1
317Vann Equity Management LLC$371K1
318Wealth Alliance Advisory Group, LLC$369K1
319Brookwood Investment Group LLC$363K1
320Perpetual Ltd$361K1
321WEXFORD CAPITAL LP$360K1
322SummitTX Capital, L.P.$356K1
323Stegent Equity Advisors, Inc.$355K1
324Pullen Investment Management, LLC$354K1
325D.A. DAVIDSON & CO.$353K1
326FIRST INTERSTATE BANK$349K1
327Uncommon Cents Investing LLC$346K1
328MQS Management LLC$337K1
329SIH Partners, LLLP$328K1
330Aptus Capital Advisors, LLC$326K1
331Vise Technologies, Inc.$326K1
332VOYA INVESTMENT MANAGEMENT LLC$316K1
333Post Resch Tallon Group Inc.$316K1
334Carnegie Lake Advisors LLC$315K1
335DRW Securities, LLC$312K1
336SILVER OAK SECURITIES, INCORPORATED$310K1
337Westfuller Advisors, LLC$309K1
338Fractal Investments LLC$304K1
339CHILTON CAPITAL MANAGEMENT LLC$299K1
340Baader Bank Aktiengesellschaft$297K1
341Savant Capital, LLC$286K1
342RW Investment Management LLC$285K1
343MAI Capital Management$281K1
344GFS Advisors, LLC$274K1
345Cladis Investment Advisory, LLC$273K1
346SIG North Trading, ULC$273K1
347FLAGSHIP HARBOR ADVISORS, LLC$262K1
348Essex Financial Services, Inc.$262K1
349Commonwealth Financial Services, LLC$260K1
350C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$260K1
351TMB Capital Partners, LLC$253K1
352Jefferies Financial Group Inc.$253K1
353LaSalle St. Investment Advisors, LLC$253K1
354UNITED CAPITAL FINANCIAL ADVISORS, LLC$246K1
355Pinnacle Financial Partners, Inc.$246K1
356Blueshift Asset Management, LLC$242K1
357Mountain Capital Investment Advisors Inc.$235K1
358MGO ONE SEVEN LLC$233K1
359Parkside Financial Bank & Trust$232K1
360KEYBANK NATIONAL ASSOCIATION/OH$231K1
361Fiscal Wisdom Wealth Management, LLC$231K1
362Wealthcare Advisory Partners LLC$230K1
363Ballentine Partners, LLC$228K1
364RITHOLTZ WEALTH MANAGEMENT$225K1
365TWINBEECH CAPITAL LP$225K1
366Bayforest Capital Ltd$222K1
367Bull Harbor Capital LLC$219K1
368FOUNDATIONS INVESTMENT ADVISORS, LLC$218K1
369Prospera Financial Services Inc$217K1
370Gibraltar Capital Management, Inc.$213K1
371Privium Fund Management B.V.$213K1
372ABBINGTON INVESTMENT GROUP$212K1
373Semanteon Capital Management, LP$212K1
374Corient Private Wealth LLC$212K1
375Nicholson Meyer Capital Management, Inc.$202K1
376Banque Cantonale Vaudoise$201K1
377Axiom Investment Management LLC$183K1
378MARK SHEPTOFF FINANCIAL PLANNING, LLC$168K1
379MCF Advisors LLC$158K1
380Arax Advisory Partners$133K1
381Elequin Capital, LP$133K1
382Cromwell Holdings LLC$128K1
383Larson Financial Group LLC$116K1
384LOM Asset Management Ltd$109K1
385HHM Wealth Advisors, LLC$109K1
386INGALLS & SNYDER LLC$97.2K1
387EASTERN BANK$96.0K1
388UMB Bank, n.a.$92.6K1
389BOK Financial Private Wealth, Inc.$90.6K1
390HRT FINANCIAL LP$75.2K1
391Alternative Investment Advisors, LLC.$65.6K1
392Kingsview Wealth Management, LLC$59.2K1
393EFG International AG$56.8K1
394Allworth Financial LP$56.5K1
395ASSETMARK, INC$52.8K1
396ELEVATION WEALTH PARTNERS, LLC$52.4K1
397AlphaCentric Advisors LLC$51.1K1
398Bank Julius Baer & Co. Ltd, Zurich$51.0K1
399Wealth Enhancement Trust Services, Inc.$49.6K1
400Paladin Partners, LLC$49.2K1
401QUADRANT CAPITAL GROUP LLC$45.8K1
402Intesa Sanpaolo Wealth Management$43.7K1
403DAGCO, INC.$38.0K1
404DUNCKER STREETT & CO INC$33.5K1
405MONTAG A & ASSOCIATES INC$32.8K1
406Quintet Private Bank (Europe) S.A.$32.2K1
407Pacifica Partners Inc.$31.5K1
408FIFTH THIRD BANCORP$28.2K1
409TOMPKINS FINANCIAL CORP$23.6K1
410Smartleaf Asset Management LLC$22.8K1
411Advocate Investing Services LLC$21.9K1
412ALLIANZ SE$21.8K1
413Evelyn Partners Asset Management Ltd$20.9K1
414FINANCIAL CONSULATE, INC$20.4K1
415GABLES CAPITAL MANAGEMENT INC.$18.3K1
416True Wealth Design, LLC$18.2K1
417CONTRAVISORY INVESTMENT MANAGEMENT, INC.$17.7K1
418Tradewinds Capital Management, LLC$16.7K1
419WOLFF WIESE MAGANA LLC$16.4K1
420Caitlin John, LLC$16.4K1
421GHP Investment Advisors, Inc.$15.9K1
422CANADA LIFE ASSURANCE Co$12.9K1
423DekaBank Deutsche Girozentrale$12.0K1
424Purpose Unlimited Inc.$10.9K1
425Investors Research Corp$9.9K1
426Legacy Wealth Managment, LLC/ID$9.8K1
427MATHER GROUP, LLC.$9.6K1
428POM Investment Strategies, LLC$9.1K1
429GLOBAL STRATEGIC MANAGEMENT INC$8.1K1
430Bell Investment Advisors, Inc$7.9K1
431Annis Gardner Whiting Capital Advisors, LLC$7.8K1
432JFS WEALTH ADVISORS, LLC$7.8K1
433NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$7.7K1
434Wilmington Savings Fund Society, FSB$7.6K1
435Pinnacle Wealth Planning Services, Inc.$5.4K1
436Beaird Harris Wealth Management, LLC$5.0K1
437CVA Family Office, LLC$4.4K1
438Hickory Point Bank & Trust$4.1K1
439Transamerica Financial Advisors, LLC$3.9K1
440SWAN Capital LLC$3.8K1
441Scarborough Advisors, LLC$3.6K1
442MASECO LLP$3.5K1
443ACADIAN ASSET MANAGEMENT LLC$3.3K1
444SJS Investment Consulting Inc.$3.1K1
445Stone House Investment Management, LLC$3.0K1
446PROFFITT & GOODSON INC$2.7K1
447Greenwich Wealth Management LLC$2.7K1
448VISION FINANCIAL MARKETS LLC$2.6K1
449Signature Equity Partners, LLC$2.4K1
450Elevated Capital Advisors, LLC$2.1K1
451GSA CAPITAL PARTNERS LLP$2.1K1
452THRIVENT FINANCIAL FOR LUTHERANS$1.8K1
453Inspire Investing, LLC$1.7K1
454Kilter Group LLC$1.5K1
455N.E.W. Advisory Services LLC$1.3K1
456Godfrey Financial Associates, Inc.$1.1K1
457MV CAPITAL MANAGEMENT, INC.$4921
458Harel Insurance Investments & Financial Services Ltd.$3091
459Employees Retirement System of Texas$2651
460Rachor Investment Advisory Services, LLC$1101
461Harvest Fund Management Co., Ltd$121
462Capital Analysts, LLC$81
463NOMURA ASSET MANAGEMENT CO LTD$01
464BARINGS LLC— value not disclosed1
465VANGUARD GROUP INC— value not disclosed1
466GLENMEDE TRUST CO NA— value not disclosed1
467HARBOUR INVESTMENTS, INC.— value not disclosed1
468DELTA ASSET MANAGEMENT LLC/TN— value not disclosed1
469CIBC WORLD MARKETS CORP— value not disclosed1
470PARK AVENUE SECURITIES LLC— value not disclosed1
471PRUDENTIAL FINANCIAL INC— value not disclosed1
472CLOUGH CAPITAL PARTNERS L P— value not disclosed1
473PERRITT CAPITAL MANAGEMENT INC— value not disclosed1
474WOLVERINE ASSET MANAGEMENT LLC— value not disclosed1
475CIBC Private Wealth Group LLC— value not disclosed1
476CoreCommodity Management, LLC— value not disclosed1
477NORGES BANK— value not disclosed1
478J.W. COLE ADVISORS, INC.— value not disclosed1
479PCJ Investment Counsel Ltd.— value not disclosed1
480EXCHANGE TRADED CONCEPTS, LLC— value not disclosed1
481TWO SIGMA ADVISERS, LP— value not disclosed1
482Clear Harbor Asset Management, LLC— value not disclosed1
483Skandinaviska Enskilda Banken AB (publ)— value not disclosed1
484Twin Tree Management, LP— value not disclosed1
485Moneda S.A. Administradora General de Fondos— value not disclosed1
486Candriam S.C.A.— value not disclosed1
487Waratah Capital Advisors Ltd.— value not disclosed1
488Slate Path Capital LP— value not disclosed1
489ASAHI LIFE ASSET MANAGEMENT CO., LTD.— value not disclosed1
490Cumberland Partners Ltd— value not disclosed1
491Brookstone Capital Management— value not disclosed1
492Caprock Group, LLC— value not disclosed1
493True North Advisors, LLC— value not disclosed1
494XPONANCE LLC— value not disclosed1
495Clarius Group, LLC— value not disclosed1
496Rokos Capital Management LLP— value not disclosed1
497Independent Advisor Alliance— value not disclosed1
498AlphaCore Capital LLC— value not disclosed1
499DV Trading LLC— value not disclosed1
500Kovack Advisors, Inc.— value not disclosed1
Truncated by Public Filings. Every one of the 463 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)−$100K to −$50.0K
Filers net (actions)not in build
Filers net ($ 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 PAAS

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for PAAS · financials and macro

Financials — as filed PLANNED

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