Public record / Tickers / PII

PII — Polaris Inc.†

Both disclosure regimes on one name: who in Congress filed about PII, 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
28
all PTR rows naming PII
Members · 12m
1
1 buys · 2 sells · by trade date
Latest PTR
11-21
filed 2025-11-21
13F holders
421
top-421 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

Richard L. Hanna · $100K–$250K

SELL · traded 2015-12-17 → filed 2016-01-15. Ranked over every PII row by the provable lower bound, never a point estimate.

1 member · 1 buys / 2 sells

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

9 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

4 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. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING PII · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PII
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-11-21Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2024-01-17Jerry Moran R–KSSELLTraded 2023-12-14 +34d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 28 ↗

Members active in PII

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing PII 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.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2

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

Congress ↔ notable managers · PII

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
1 Gotham Asset Management $38.5M held

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

Merged timeline of congressional filings and notable-manager moves on PII
DateWhoChangeSize
2026-05-15Bridgewater Associates 13FADD+12,925 sh
2026-05-15Gotham Asset Management 13FTRIM−347 sh
2026-05-14Caxton Associates 13FADD+1,873 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

full holders view ↗
Top institutional holders of PII for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$385M1
2Capital World Investors$212M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$152M1
4STATE STREET CORP$140M1
5VANGUARD CAPITAL MANAGEMENT LLC$131M1
6AQR CAPITAL MANAGEMENT LLC$119M1
7AMERICAN CENTURY COMPANIES INC$107M1
8MORGAN STANLEY$94.6M1
9DIMENSIONAL FUND ADVISORS LP$84.3M1
10GEODE CAPITAL MANAGEMENT, LLC$76.8M1
11CANADA PENSION PLAN INVESTMENT BOARD$65.4M1
12UBS Group AG$56.7M1
13Auto-Owners Insurance Co$56.4M1
14AMERIPRISE FINANCIAL INC$48.5M1
15RWWM, Inc.$48.4M1
16CITADEL ADVISORS LLC$46.1M1
17MILLENNIUM MANAGEMENT LLC$38.6M1
18Gotham Asset Management, LLC$38.5M1
19NORTHERN TRUST CORP$37.3M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$36.7M1
21TWO SIGMA INVESTMENTS, LP$36.4M1
22Bank of New York Mellon Corp$35.8M1
23JACOBS LEVY EQUITY MANAGEMENT, INC$35.6M1
24Invesco Ltd.$35.3M1
25Artisan Partners Limited Partnership$31.9M1
26ProShare Advisors LLC$26.6M1
27Divisar Capital Management LLC$26.0M1
28BANK OF AMERICA CORP /DE/$24.3M1
29ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$23.6M1
30Freestone Grove Partners LP$22.5M1
31Connor, Clark & Lunn Investment Management Ltd.$21.8M1
32Quantinno Capital Management LP$20.0M1
33VANGUARD FIDUCIARY TRUST CO$18.8M1
34Man Group plc$15.2M1
35RENAISSANCE TECHNOLOGIES LLC$12.3M1
36FEDERATED HERMES, INC.$11.9M1
37MASSACHUSETTS FINANCIAL SERVICES CO /MA/$11.5M1
38M&G Plc$11.1M1
39KENNEDY CAPITAL MANAGEMENT LLC$10.4M1
40SYSTEMATIC FINANCIAL MANAGEMENT LP$10.2M1
41PRINCIPAL FINANCIAL GROUP INC$10.1M1
42RHUMBLINE ADVISERS$9.0M1
43Segment Wealth Management, LLC$8.3M1
44HANCOCK WHITNEY CORP$8.0M1
45Meiji Yasuda Asset Management Co Ltd.$7.9M1
46WELLINGTON MANAGEMENT GROUP LLP$7.4M1
47VICTORY CAPITAL MANAGEMENT INC$7.3M1
48Nuveen, LLC$7.3M1
49LPL Financial LLC$7.1M1
50HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$7.0M1
51Creative Planning$6.5M1
52SEI INVESTMENTS CO$6.5M1
53ALLIANCEBERNSTEIN L.P.$6.5M1
54HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$6.2M1
55Swiss National Bank$5.7M1
56UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$5.7M1
57Allianz Asset Management GmbH$5.6M1
58Bridgewater Associates, LP$5.5M1
59Cerity Partners LLC$5.3M1
60ROYAL BANK OF CANADA$5.1M1
61Squarepoint Ops LLC$4.8M1
62Invenomic Capital Management LP$4.8M1
63WELLS FARGO & COMPANY/MN$4.6M1
64FRANKLIN RESOURCES INC$4.5M1
65Walleye Capital LLC$4.5M1
66PDT Partners, LLC$4.3M1
67Brevan Howard Capital Management LP$4.2M1
68BARCLAYS PLC$4.1M1
69THOMIST CAPITAL MANAGEMENT, LP$3.7M1
70Aquatic Capital Management LLC$3.7M1
71Legal & General Group Plc$3.6M1
72Retirement Systems of Alabama$3.6M1
73Paralel Advisors LLC$3.6M1
74WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.5M1
75RAYMOND JAMES FINANCIAL INC$3.5M1
76MAIRS & POWER INC$3.4M1
77Kingsview Wealth Management, LLC$3.3M1
78ExodusPoint Capital Management, LP$3.1M1
79GROUP ONE TRADING LLC$3.0M1
80MetLife Investment Management, LLC$3.0M1
81ONTARIO TEACHERS PENSION PLAN BOARD$3.0M1
82HSBC HOLDINGS PLC$2.9M1
83Trexquant Investment LP$2.8M1
84NFJ INVESTMENT GROUP, LLC$2.7M1
85DEUTSCHE BANK AG\$2.7M1
86CITIGROUP INC$2.7M1
87MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.6M1
88STEADFAST CAPITAL MANAGEMENT LP$2.5M1
89NISA INVESTMENT ADVISORS, LLC$2.5M1
90Round Hill Asset Management$2.5M1
91FMR LLC$2.4M1
92O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.4M1
93Mitsubishi UFJ Trust & Banking Corp$2.3M1
94CWM, LLC$2.3M1
95Advisors Asset Management, Inc.$2.2M1
96VANGUARD ASSET MANAGEMENT, Ltd$2.2M1
97Summit Trail Advisors, LLC$2.0M1
98State of New Jersey Common Pension Fund D$1.9M1
99Susquehanna Portfolio Strategies, LLC$1.9M1
100Mariner, LLC$1.8M1
101OCCUDO QUANTITATIVE STRATEGIES LP$1.7M1
102CPC Advisors, LLC$1.7M1
103INTREPID CAPITAL MANAGEMENT INC$1.7M1
104IEQ CAPITAL, LLC$1.7M1
105Jefferies Financial Group Inc.$1.6M1
106RITHOLTZ WEALTH MANAGEMENT$1.5M1
107MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.5M1
108Pathstone Holdings, LLC$1.5M1
109CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$1.4M1
110Vanguard Personalized Indexing Management, LLC$1.4M1
111S&T BANK/PA$1.4M1
112INDEPENDENT FINANCIAL GROUP, LLC$1.4M1
113Janus Henderson Group Ltd.$1.4M1
114OSAIC HOLDINGS, INC.$1.4M1
115PRUDENTIAL FINANCIAL INC$1.4M1
116STIFEL FINANCIAL CORP$1.3M1
117Zurcher Kantonalbank (Zurich Cantonalbank)$1.3M1
118ANGELES WEALTH MANAGEMENT, LLC$1.2M1
119Harvest Investment Services, LLC$1.2M1
120Corient Private Wealth LLC$1.2M1
121Vanguard Global Advisers, LLC$1.1M1
122BOYUM WEALTH ARCHITECTS LLC$1.1M1
123MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.1M1
124Camelot Portfolios, LLC$1.1M1
125BANK OF MONTREAL /CAN/$1.1M1
126Cetera Investment Advisers$1.0M1
127Kestra Investment Management, LLC$1.0M1
128SUSQUEHANNA INTERNATIONAL GROUP, LLP$988K1
129HM PAYSON & CO$983K1
130MAVERICK CAPITAL LTD$958K1
131YOUSIF CAPITAL MANAGEMENT, LLC$950K1
132TWO SIGMA SECURITIES, LLC$888K1
133Graham Capital Management, L.P.$865K1
134Convergence Investment Partners, LLC$861K1
135Quantbot Technologies LP$826K1
136FIFTH THIRD BANCORP$818K1
137SummerHaven Investment Management, LLC$813K1
138XTX Topco Ltd$812K1
139MERCER GLOBAL ADVISORS INC /ADV$810K1
140Tidal Investments LLC$804K1
141Arizona State Retirement System$800K1
142MITCHELL & PAHL PRIVATE WEALTH, LLC$779K1
143Ameritas Investment Partners, Inc.$777K1
144RM Financial Services, LLC$767K1
145Blackstone Inc.$739K1
146SPWM Advisors LLC$732K1
147INTECH INVESTMENT MANAGEMENT LLC$731K1
148COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$730K1
149STATE OF WISCONSIN INVESTMENT BOARD$716K1
150Frank, Rimerman Advisors LLC$711K1
151NATIXIS$709K1
152SIMPLEX TRADING, LLC$704K1
153STATE OF MICHIGAN RETIREMENT SYSTEM$702K1
154FIRST CITIZENS BANK & TRUST CO$696K1
155Vanguard Investments Australia, Ltd.$687K1
156Envestnet Portfolio Solutions, Inc.$679K1
157Rockefeller Capital Management L.P.$675K1
158Investors Research Corp$664K1
159COMMONWEALTH EQUITY SERVICES, LLC$657K1
160Robertson Stephens Wealth Management, LLC$654K1
161NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$652K1
162KLP KAPITALFORVALTNING AS$632K1
163Engineers Gate Manager LP$620K1
164KEYBANK NATIONAL ASSOCIATION/OH$619K1
165OREGON PUBLIC EMPLOYEES RETIREMENT FUND$596K1
166Probity Advisors, Inc.$594K1
167Empowered Funds, LLC$592K1
168Merit Financial Group, LLC$570K1
169ENVESTNET ASSET MANAGEMENT INC$561K1
170Pallas Capital Advisors LLC$560K1
171Bridgefront Capital, LLC$558K1
172US BANCORP \DE\$547K1
173Holocene Advisors, LP$537K1
174Pictet Asset Management Holding SA$518K1
175Inspire Investing, LLC$510K1
176VOYA INVESTMENT MANAGEMENT LLC$503K1
177Perbak Capital Partners LLP$498K1
178NORTHBRIDGE FINANCIAL GROUP, LLC$492K1
179Voleon Capital Management LP$489K1
180Sterling Capital Management LLC$469K1
181Allworth Financial LP$466K1
182SNS Financial Group, LLC$457K1
183M&T BANK CORP$454K1
184CAPSTONE INVESTMENT ADVISORS, LLC$445K1
185GUGGENHEIM CAPITAL LLC$445K1
186D. E. Shaw & Co., Inc.$443K1
187STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$427K1
188State of Wyoming$419K1
189XPONANCE LLC$414K1
190Vise Technologies, Inc.$403K1
191Ethic Inc.$399K1
192Summit Financial, LLC$399K1
193Goldstone Financial Group, LLC$388K1
194Numerai GP LLC$387K1
195HighTower Advisors, LLC$383K1
196Baird Financial Group, Inc.$381K1
197BERKSHIRE ASSET MANAGEMENT LLC/PA$373K1
198Meeder Advisory Services, Inc.$369K1
199Wynn Capital, LLC$367K1
200AIGEN INVESTMENT MANAGEMENT, LP$366K1
201Universal- Beteiligungs- und Servicegesellschaft mbH$364K1
202FIRST TRUST ADVISORS LP$363K1
203Linden Thomas Advisory Services, LLC$360K1
204Ballentine Partners, LLC$357K1
205KPP Advisory Services LLC$351K1
206Grantham, Mayo, Van Otterloo & Co. LLC$348K1
207Kestra Advisory Services, LLC$347K1
208CAXTON ASSOCIATES LLP$332K1
209AXQ CAPITAL, LP$326K1
210Stratos Wealth Partners, LTD.$326K1
211Tower Research Capital LLC (TRC)$324K1
212BROWN ADVISORY INC$321K1
213NORTHWEST WEALTH MANAGEMENT, LLC$311K1
214EAGLE GLOBAL ADVISORS LLC$307K1
215Focus Partners Advisor Solutions, LLC$307K1
216Inscription Capital, LLC$307K1
217EP Wealth Advisors, LLC$303K1
218Steward Partners Investment Advisory, LLC$289K1
219PEAK6 LLC$288K1
220Private Advisor Group, LLC$281K1
221Belpointe Asset Management LLC$273K1
222UNITED CAPITAL FINANCIAL ADVISORS, LLC$271K1
223Kessler Investment Group, LLC$270K1
224Chicago Partners Investment Group LLC$270K1
225MGO ONE SEVEN LLC$263K1
226Balance Wealth Partners LLC$245K1
227FARMERS & MERCHANTS INVESTMENTS INC$239K1
228MIRABELLA FINANCIAL SERVICES LLP$237K1
229SIGNATUREFD, LLC$236K1
230FORTRESS FINANCIAL GROUP, LLC$235K1
231Focus Partners Wealth$229K1
232Optas, LLC$229K1
233Family Capital Management, Inc.$226K1
234FORA Capital, LLC$220K1
235Alley Investment Management Company, LLC$219K1
236BARD ASSOCIATES INC$218K1
237Ensign Peak Advisors, Inc$217K1
238NorthCrest Asset Manangement, LLC$216K1
239SECURIAN ASSET MANAGEMENT, INC$212K1
240Capital Investment Advisors, LLC$207K1
241Aptus Capital Advisors, LLC$201K1
242EntryPoint Capital, LLC$201K1
243TIEMANN INVESTMENT ADVISORS, LLC$193K1
244Caitong International Asset Management Co., Ltd$189K1
245EASTERN BANK$142K1
246QUADRANT CAPITAL GROUP LLC$133K1
247NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$98.3K1
248Annis Gardner Whiting Capital Advisors, LLC$96.0K1
249MAI Capital Management$90.2K1
250NATIONAL BANK OF CANADA /FI/$85.3K1
251UMB Bank, n.a.$78.2K1
252NOMURA ASSET MANAGEMENT CO LTD$77.9K1
253Aster Capital Management (DIFC) Ltd$69.2K1
254Opal Wealth Advisors, LLC$55.9K1
255TD Waterhouse Canada Inc.$53.1K1
256Hilton Head Capital Partners, LLC$44.5K1
257Geneos Wealth Management Inc.$44.5K1
258BNP Paribas Asset Management Holding S.A.$42.1K1
259Parkside Financial Bank & Trust$40.7K1
260Global Trust Asset Management, LLC$39.7K1
261Mirae Asset Global Investments Co., Ltd.$38.5K1
262SHP Wealth Management$35.5K1
263JNBA Financial Advisors$34.3K1
264Kemnay Advisory Services Inc.$23.9K1
265Bayforest Capital Ltd$23.8K1
266True Wealth Design, LLC$21.9K1
267CALDWELL SUTTER CAPITAL, INC.$21.9K1
268Owl Creek Wealth Partners LLC$21.3K1
269HighMark Wealth Management LLC$17.5K1
270Select Equity Group, L.P.$17.0K1
271Westside Investment Management, Inc.$16.1K1
272New England Capital Financial Advisors LLC$15.0K1
273Federation des caisses Desjardins du Quebec$14.6K1
274Larson Financial Group LLC$13.5K1
275Smartleaf Asset Management LLC$12.7K1
276Mitsubishi UFJ Asset Management Co., Ltd.$12.7K1
277Pinnacle Wealth Planning Services, Inc.$11.0K1
278BEACON INVESTMENT ADVISORY SERVICES, INC.$10.9K1
279Kentucky Trust Co$10.9K1
280Optiver Holding B.V.$9.8K1
281Bangor Savings Bank$9.1K1
282JONES FINANCIAL COMPANIES LLLP$8.6K1
283BARROW HANLEY MEWHINNEY & STRAUSS LLC$8.5K1
284GHP Investment Advisors, Inc.$8.3K1
285Triumph Capital Management$8.2K1
286Asset Dedication, LLC$8.1K1
287Clearstead Trust, LLC$8.0K1
288ASSETMARK, INC$7.7K1
289ALERUS FINANCIAL NA$6.9K1
290Leonteq Securities AG$6.5K1
291Keating Financial Advisory Services, Inc.$6.5K1
292Vermillion Wealth Management, Inc.$6.4K1
293CVA Family Office, LLC$5.8K1
294Bell Investment Advisors, Inc$5.7K1
295MTM Investment Management, LLC$5.6K1
296HHM Wealth Advisors, LLC$5.5K1
297Wilmington Savings Fund Society, FSB$5.5K1
298ELEVATION WEALTH PARTNERS, LLC$5.5K1
299INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$4.7K1
300TRUST CO OF TOLEDO NA /OH/$4.5K1
301Orion Capital Management LLC$3.8K1
302Intentional Wealth Strategies, LLC$3.7K1
303MV CAPITAL MANAGEMENT, INC.$3.0K1
304Arax Advisory Partners$3.0K1
305SBI Securities Co., Ltd.$2.9K1
306NEW YORK STATE TEACHERS RETIREMENT SYSTEM$2.8K1
307Truvestments Capital LLC$2.7K1
308MCF Advisors LLC$2.5K1
309BIRCHBROOK, INC.$2.5K1
310Physician Wealth Advisors, Inc.$2.3K1
311HRT FINANCIAL LP$2.2K1
312CANADA LIFE ASSURANCE Co$2.0K1
313SouthState Bank Corp$1.9K1
314Prestige Wealth Management Group LLC$1.9K1
315Sachetta, LLC$1.9K1
316LSV ASSET MANAGEMENT$1.8K1
317Private Wealth Management Group, LLC$1.7K1
318Dogwood Wealth Management LLC$1.7K1
319Bank of New Hampshire$1.6K1
320Blue Trust, Inc.$1.5K1
321Johnson Financial Group, Inc.$1.4K1
322CENTRAL TRUST Co$1.4K1
323Kilter Group LLC$1.4K1
324ALGERT GLOBAL LLC$1.3K1
325Virtu Financial LLC$1.3K1
326AMALGAMATED BANK$1.3K1
327ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.1K1
328Manchester Capital Management LLC$1.1K1
329JFS WEALTH ADVISORS, LLC$1.1K1
330Rialto Wealth Management, LLC$1.0K1
331Vanguard National Trust Co$9271
332TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$8861
333Clearstead Advisors, LLC$8181
334GSA CAPITAL PARTNERS LLP$8121
335Cassaday & Co Wealth Management LLC$7631
336THRIVENT FINANCIAL FOR LUTHERANS$6561
337Frazier Financial Advisors, LLC$6541
338Godfrey Financial Associates, Inc.$6541
339South Dakota Investment Council$6121
340NEW MEXICO EDUCATIONAL RETIREMENT BOARD$6051
341Financial Perspectives, Inc$5271
342TFC Financial Management, Inc.$4911
343DiNuzzo Private Wealth, Inc.$4361
344SJS Investment Consulting Inc.$3821
345State of Alaska, Department of Revenue$3741
346ACADIAN ASSET MANAGEMENT LLC$3691
347PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$2881
348HFM Investment Advisors, LLC$1091
349KBC Group NV$971
350HARBOR CAPITAL ADVISORS, INC.$271
351Avion Wealth$21
352Navigoe, LLC$11
353VANGUARD GROUP INC— value not disclosed1
354&PARTNERS— value not disclosed1
355Laird Norton Wetherby Trust Company, LLC— value not disclosed1
356DANSKE BANK A/S— value not disclosed1
357HARBOUR INVESTMENTS, INC.— value not disclosed1
358COMERICA BANK— value not disclosed1
359MACKENZIE FINANCIAL CORP— value not disclosed1
360VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
361NATIXIS ADVISORS, LLC— value not disclosed1
362CIBC WORLD MARKETS CORP— value not disclosed1
363FULLER & THALER ASSET MANAGEMENT, INC.— value not disclosed1
364COLDSTREAM CAPITAL MANAGEMENT INC— value not disclosed1
365GATEWAY INVESTMENT ADVISERS LLC— value not disclosed1
366RBF Capital, LLC— value not disclosed1
367CIBC Private Wealth Group LLC— value not disclosed1
368Magnetar Financial LLC— value not disclosed1
369NORGES BANK— value not disclosed1
370Walleye Trading LLC— value not disclosed1
371J.W. COLE ADVISORS, INC.— value not disclosed1
372CIBC WORLD MARKET INC.— value not disclosed1
373SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC— value not disclosed1
374Verition Fund Management LLC— value not disclosed1
375DekaBank Deutsche Girozentrale— value not disclosed1
376TWO SIGMA ADVISERS, LP— value not disclosed1
377Transamerica Financial Advisors, LLC— value not disclosed1
378SUMMIT SECURITIES GROUP LLC— value not disclosed1
379Edgestream Partners, L.P.— value not disclosed1
380LANDSCAPE CAPITAL MANAGEMENT, L.L.C.— value not disclosed1
381Vestcor Inc— value not disclosed1
382JANE STREET GROUP, LLC— value not disclosed1
383Friedenthal Financial— value not disclosed1
384Sequoia Financial Advisors, LLC— value not disclosed1
385Caprock Group, LLC— value not disclosed1
386FINANCIAL CONSULATE, INC— value not disclosed1
387KESTRA PRIVATE WEALTH SERVICES, LLC— value not disclosed1
388Versor Investments LP— value not disclosed1
389Ilmarinen Mutual Pension Insurance Co— value not disclosed1
390Schonfeld Strategic Advisors LLC— value not disclosed1
391Centiva Capital, LP— value not disclosed1
392Independent Advisor Alliance— value not disclosed1
393Counterpoint Mutual Funds LLC— value not disclosed1
394Silver Heights Capital Management Inc— value not disclosed1
395DV Trading LLC— value not disclosed1
396Neo Ivy Capital Management— value not disclosed1
397Blueshift Asset Management, LLC— value not disclosed1
398IFG Advisory, LLC— value not disclosed1
399Global Retirement Partners, LLC— value not disclosed1
400Y-Intercept (Hong Kong) Ltd— value not disclosed1
401Realta Investment Advisors— value not disclosed1
402PACES FERRY WEALTH ADVISORS, LLC— value not disclosed1
403INCEPTIONR LLC— value not disclosed1
404EMC Capital Management— value not disclosed1
405Koss-Olinger Consulting, LLC— value not disclosed1
406Union Heritage Capital, LLC— value not disclosed1
407AlphaQuest LLC— value not disclosed1
408PharVision Advisers, LLC— value not disclosed1
409HB Wealth Management, LLC— value not disclosed1
410SageView Advisory Group, LLC— value not disclosed1
411Dunhill Financial, LLC— value not disclosed1
412Stephens Consulting, LLC— value not disclosed1
413Quarry LP— value not disclosed1
414Sivia Capital Partners, LLC— value not disclosed1
415Accordant Advisory Group Inc— value not disclosed1
416Havemeyer Place LP— value not disclosed1
417Massar Capital Management, LP— value not disclosed1
418Fieldview Capital Management, LLC— value not disclosed1
419MidFirst Bank— value not disclosed1
420EVOLVE PRIVATE WEALTH, LLC— value not disclosed1
421Forty-three Eighteen Advisors, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 352 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date (the full holders view shows them), but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 2 sell
Congress net ($ bound)−$29.0K to $13.0K
Filers net (actions)not in build
Filers net ($ 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 PII

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for PII · financials and macro

Financials — as filed PLANNED

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