Public record / Tickers / POOL

POOL — POOL CORP†

Both disclosure regimes on one name: who in Congress filed about POOL, 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
8
all PTR rows naming POOL
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
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

Tom Malinowski · $15.0K–$50.0K

BUY · traded 2019-10-17 → filed 2021-08-26. Ranked over every POOL row by the provable lower bound, never a point estimate.

1 member · 1 buys / 0 sells

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

6 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 POOL · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning POOL
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKBUYTraded 03-27 LATE·116d$1K–$15K
2021-08-26Tom Malinowski D–NJ-7BUYTraded 2019-10-17 LATE·679d$15K–$50K
2021-08-26Tom Malinowski D–NJ-7SELL partial (partial sale)Traded 2019-07-22 LATE·766d$15K–$50K
2021-07-09Tom Malinowski D–NJ-7SELLTraded 2019-10-15 LATE·633d$15K–$50K
2021-07-09Tom Malinowski D–NJ-7BUYTraded 2019-07-18 LATE·722d$15K–$50K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 8 ↗

Members active in POOL

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing POOL 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.
Alan Armstrong R–OK1$1.0K to $15.0K2

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

Congress ↔ notable managers · POOL

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $15.4M held

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

Merged timeline of congressional filings and notable-manager moves on POOL
DateWhoChangeSize
2026-07-21Alan Armstrong CongressBUY$1K–$15K
2026-05-15Gotham Asset Management 13FADD+11,828 sh
2026-05-15Bridgewater Associates 13FTRIM−3,115 sh
2026-05-15Berkshire Hathaway 13FEXIT−3,068,885 sh

4 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 POOL for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1WELLINGTON MANAGEMENT GROUP LLP$580M1
2BlackRock, Inc.$464M1
3VANGUARD CAPITAL MANAGEMENT LLC$434M1
4MORGAN STANLEY$346M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$337M1
6STATE STREET CORP$241M1
7Invesco Ltd.$214M1
8GEODE CAPITAL MANAGEMENT, LLC$180M1
9Southpoint Capital Advisors LP$101M1
10MASSACHUSETTS FINANCIAL SERVICES CO /MA/$101M1
11MILLENNIUM MANAGEMENT LLC$93.4M1
12WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$91.5M1
13WELLS FARGO & COMPANY/MN$85.6M1
14DIMENSIONAL FUND ADVISORS LP$81.9M1
15LONDON CO OF VIRGINIA$80.3M1
16UBS Group AG$75.3M1
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC$73.0M1
18BALYASNY ASSET MANAGEMENT L.P.$72.2M1
19CITADEL ADVISORS LLC$71.7M1
20NORTHERN TRUST CORP$58.7M1
21FIRST MANHATTAN CO. LLC.$57.7M1
22GILDER GAGNON HOWE & CO LLC$57.0M1
23Bank of New York Mellon Corp$55.4M1
24RAYMOND JAMES FINANCIAL INC$55.1M1
25Corient Private Wealth LLC$55.0M1
26BANK OF AMERICA CORP /DE/$52.9M1
27Point72 Asset Management, L.P.$47.5M1
28CIBC Bancorp USA Inc.$45.9M1
29ALLIANCEBERNSTEIN L.P.$44.5M1
30ENVESTNET ASSET MANAGEMENT INC$41.2M1
31VANGUARD FIDUCIARY TRUST CO$37.6M1
32Findlay Park Partners LLP$36.6M1
33AQR CAPITAL MANAGEMENT LLC$36.0M1
34DEPRINCE RACE & ZOLLO INC$34.5M1
35WESTWOOD HOLDINGS GROUP INC$33.8M1
36Sone Capital Management, LLC$32.6M1
37SEI INVESTMENTS CO$32.3M1
38Conestoga Capital Advisors, LLC$30.9M1
39NORDEA INVESTMENT MANAGEMENT AB$30.4M1
40CI INVESTMENTS INC.$29.0M1
41TD ASSET MANAGEMENT INC$28.7M1
42SCHWARTZ INVESTMENT COUNSEL INC$28.6M1
43Progeny 3, Inc.$28.3M1
44Harvey Partners, LLC$27.3M1
45DEUTSCHE BANK AG\$27.3M1
46Nuveen, LLC$26.2M1
47ACADEMY CAPITAL MANAGEMENT$24.9M1
48VOLORIDGE INVESTMENT MANAGEMENT, LLC$24.9M1
49FMR LLC$24.8M1
50VILLERE ST DENIS J & CO LLC$23.6M1
51UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$22.7M1
52ROYAL BANK OF CANADA$22.5M1
53Long Pond Capital, LP$22.2M1
54Stephens Investment Management Group LLC$21.8M1
55DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$19.1M1
56WATERS PARKERSON & CO., LLC$17.7M1
57Ensign Peak Advisors, Inc$17.6M1
58Capital World Investors$16.7M1
59Clearline Capital LP$15.8M1
60Gotham Asset Management, LLC$15.4M1
61Rockefeller Capital Management L.P.$15.3M1
62Universal- Beteiligungs- und Servicegesellschaft mbH$15.0M1
63Trexquant Investment LP$14.8M1
64Alyeska Investment Group, L.P.$14.5M1
65Copeland Capital Management, LLC$14.4M1
66BARCLAYS PLC$14.3M1
67BRIDGES INVESTMENT MANAGEMENT INC$14.3M1
68Zimmer Partners, LP$14.2M1
69Legal & General Group Plc$14.2M1
70Vanguard Global Advisers, LLC$13.9M1
71Quantinno Capital Management LP$13.5M1
72Swiss National Bank$13.4M1
73STIFEL FINANCIAL CORP$13.2M1
74HSBC HOLDINGS PLC$12.4M1
75WORLDQUANT MILLENNIUM ADVISORS LLC$11.6M1
76ExodusPoint Capital Management, LP$11.1M1
77Eldred Rock Partners, LLC$10.9M1
78CONGRESS ASSET MANAGEMENT CO$10.8M1
79Man Group plc$10.5M1
80CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$10.4M1
81OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$10.1M1
82ADAGE CAPITAL PARTNERS GP, L.L.C.$10.0M1
83D. E. Shaw & Co., Inc.$9.5M1
84BLI - Banque de Luxembourg Investments$9.4M1
85NEW YORK STATE COMMON RETIREMENT FUND$9.3M1
86FIFTH THIRD BANCORP$9.3M1
87LPL Financial LLC$9.2M1
88ROYCE & ASSOCIATES LP$8.3M1
89Mitsubishi UFJ Asset Management Co., Ltd.$8.3M1
90CITIGROUP INC$7.8M1
91Amundi$7.7M1
92PRINCIPAL FINANCIAL GROUP INC$7.6M1
93STATE OF WISCONSIN INVESTMENT BOARD$7.6M1
94VELA Investment Management, LLC$7.6M1
95BLAIR WILLIAM & CO/IL$7.5M1
96Freestone Grove Partners LP$7.3M1
97PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$6.8M1
98Foyston, Gordon & Payne Inc$6.7M1
99MONTRUSCO BOLTON INVESTMENTS INC.$6.5M1
100VANGUARD ASSET MANAGEMENT, Ltd$6.2M1
101RICE HALL JAMES & ASSOCIATES, LLC$6.1M1
102Advisors Capital Management, LLC$6.1M1
103MONIMUS CAPITAL MANAGEMENT, LP$5.9M1
104FRONTIER CAPITAL MANAGEMENT CO LLC$5.8M1
105STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$5.7M1
106SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.6M1
107Heron Bay Capital Management$5.1M1
108Polar Asset Management Partners Inc.$5.0M1
109Kerrisdale Advisers, LLC$4.9M1
110Lighthouse Investment Partners, LLC$4.9M1
111MANUFACTURERS LIFE INSURANCE COMPANY, THE$4.8M1
112Vestmark Advisory Solutions, Inc.$4.7M1
113FRANKLIN RESOURCES INC$4.7M1
114BANK OF MONTREAL /CAN/$4.4M1
115Callan Family Office, LLC$4.3M1
116TRUIST FINANCIAL CORP$4.2M1
117UNITED CAPITAL FINANCIAL ADVISORS, LLC$4.2M1
118REGIONS FINANCIAL CORP$4.2M1
119AMERICAN CENTURY COMPANIES INC$4.1M1
120NewEdge Wealth, LLC$4.1M1
121Hudson Bay Capital Management LP$4.1M1
122LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$4.1M1
123KING LUTHER CAPITAL MANAGEMENT CORP$4.0M1
124FIRST TRUST ADVISORS LP$4.0M1
125Covea Finance$3.4M1
126Orion Porfolio Solutions, LLC$3.3M1
127Bell Asset Management Ltd$3.3M1
128Atria Investments, Inc$3.3M1
129Chevy Chase Trust Holdings, LLC$3.3M1
130AGF MANAGEMENT LTD$3.2M1
131Prospect Capital Advisors, LLC$3.1M1
132Janus Henderson Group Ltd.$3.1M1
133NATIONAL BANK OF CANADA /FI/$3.1M1
134NISA INVESTMENT ADVISORS, LLC$3.1M1
135PRUDENTIAL FINANCIAL INC$3.1M1
136WEITZ INVESTMENT MANAGEMENT, INC.$3.0M1
137LONESTAR CAPITAL MANAGEMENT LLC$3.0M1
138HANCOCK WHITNEY CORP$3.0M1
139IMC-Chicago, LLC$3.0M1
140&PARTNERS$3.0M1
141APG Asset Management N.V.$2.9M1
142AMERIPRISE FINANCIAL INC$2.9M1
143OSAIC HOLDINGS, INC.$2.9M1
144Inspire Investing, LLC$2.9M1
145Creative Planning$2.8M1
146HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$2.7M1
147Squarepoint Ops LLC$2.7M1
148Tidal Investments LLC$2.7M1
149Zurcher Kantonalbank (Zurich Cantonalbank)$2.7M1
150ArchPoint Investors$2.4M1
151TWO SIGMA INVESTMENTS, LP$2.4M1
152State of New Jersey Common Pension Fund D$2.4M1
153UNIVEST FINANCIAL Corp$2.4M1
154Allianz Asset Management GmbH$2.3M1
155Hilton Capital Management, LLC$2.3M1
156Sanctuary Advisors, LLC$2.3M1
157Chou Associates Management Inc.$2.2M1
158Numerai GP LLC$2.1M1
159Cetera Investment Advisers$2.1M1
160Compass Wealth Management LLC$2.1M1
161Waverly Advisors, LLC$2.1M1
162Henshaw Capital LLC$1.9M1
163PUBLIC SECTOR PENSION INVESTMENT BOARD$1.9M1
164Arizona State Retirement System$1.9M1
165Delta Global Management LP$1.9M1
166NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.8M1
167Czech National Bank$1.8M1
168Cerity Partners LLC$1.8M1
169Federation des caisses Desjardins du Quebec$1.8M1
170Vanguard Investments Australia, Ltd.$1.7M1
171STATE OF MICHIGAN RETIREMENT SYSTEM$1.7M1
172Rule One Partners, LLC$1.7M1
173GUGGENHEIM CAPITAL LLC$1.7M1
174Concurrent Investment Advisors, LLC$1.7M1
175CREDIT AGRICOLE S A$1.7M1
176DIVERSIFY WEALTH MANAGEMENT, LLC$1.7M1
177CIBC Asset Management Inc$1.6M1
178MetLife Investment Management, LLC$1.6M1
179BENJAMIN EDWARDS INC$1.6M1
180COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.5M1
181STEVENS CAPITAL PARTNERS$1.5M1
182ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1.5M1
183KLP KAPITALFORVALTNING AS$1.5M1
184UniSuper Management Pty Ltd$1.4M1
185Timelo Investment Management Inc.$1.4M1
186Pictet Asset Management Holding SA$1.4M1
187Retirement Systems of Alabama$1.4M1
188Mirae Asset Global Investments Co., Ltd.$1.4M1
189Ameritas Investment Partners, Inc.$1.4M1
190MML INVESTORS SERVICES, LLC$1.4M1
191VOYA INVESTMENT MANAGEMENT LLC$1.3M1
192FIRST NATIONAL BANK OF OMAHA$1.3M1
193Bridgewater Associates, LP$1.3M1
194Brevan Howard Capital Management LP$1.2M1
195Pathstone Holdings, LLC$1.2M1
196Swedbank AB$1.2M1
197Aristotle Capital Boston, LLC$1.2M1
198MERCER GLOBAL ADVISORS INC /ADV$1.2M1
199CenterBook Partners LP$1.2M1
200First National Advisers, LLC$1.1M1
201WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.1M1
202TORONTO DOMINION BANK$1.1M1
203MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.1M1
204Taylor Frigon Capital Management LLC$1.1M1
205Cinctive Capital Management LP$1.0M1
206VICTORY CAPITAL MANAGEMENT INC$984K1
207ProShare Advisors LLC$968K1
208CWM, LLC$963K1
209BRANT POINT INVESTMENT MANAGEMENT LLC$956K1
210TEACHER RETIREMENT SYSTEM OF TEXAS$933K1
211Crossmark Global Holdings, Inc.$921K1
212WEIK CAPITAL MANAGEMENT$910K1
213NEOS Investment Management LLC$902K1
214US BANCORP \DE\$901K1
215XPONANCE LLC$897K1
216Strong Tower Advisory Services$850K1
217Diligent Investors, LLC$817K1
218BANK OF NOVA SCOTIA$816K1
219STOREBRAND ASSET MANAGEMENT AS$804K1
220YOUSIF CAPITAL MANAGEMENT, LLC$793K1
221Impact Capital Partners LLC$779K1
222Union Bancaire Privee, UBP SA$769K1
223OREGON PUBLIC EMPLOYEES RETIREMENT FUND$760K1
224BOOTHBAY FUND MANAGEMENT, LLC$741K1
225MITCHELL & PAHL PRIVATE WEALTH, LLC$740K1
226Summit Trail Advisors, LLC$739K1
227CIM, LLC$731K1
228LEVEL FOUR ADVISORY SERVICES, LLC$724K1
229Brooklyn Investment Group$712K1
230Jefferies Financial Group Inc.$709K1
231MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$706K1
232Empowered Funds, LLC$665K1
233Blueshift Asset Management, LLC$665K1
234Cullen Capital Management, LLC$655K1
235Havemeyer Place LP$649K1
236INVESTMENT ADVISORY SERVICES INC /TX /ADV$647K1
237ROYAL LONDON ASSET MANAGEMENT LTD$644K1
238MANGROVE PARTNERS IM, LLC$639K1
239Gibbs Wealth Management$624K1
240Vanguard Personalized Indexing Management, LLC$620K1
241BERNZOTT CAPITAL ADVISORS$607K1
242RBF Capital, LLC$607K1
243Sepio Capital, LP$597K1
244Farringdon Capital, Ltd.$585K1
245OPPENHEIMER ASSET MANAGEMENT INC.$583K1
246Roundview Capital LLC$566K1
247WINTON GROUP Ltd$559K1
248ELEVATION POINT WEALTH PARTNERS, LLC$555K1
249BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$554K1
250Quadrature Capital Ltd$541K1
251Daiwa Securities Group Inc.$541K1
252L. Roy Papp & Associates, LLP$534K1
253DF DENT & CO INC$527K1
254B. Metzler seel. Sohn & Co. AG$512K1
255Curated Wealth Partners LLC$511K1
256JANE STREET GROUP, LLC$506K1
257Private Advisor Group, LLC$479K1
258DEARBORN PARTNERS LLC$467K1
259Perigon Wealth Management, LLC$466K1
260M&T BANK CORP$453K1
261HB Wealth Management, LLC$453K1
262Verition Fund Management LLC$451K1
263Norman Fields, Gottscho Capital Management, LLC$441K1
264Diversified Trust Co$441K1
265Soltis Investment Advisors LLC$437K1
266Swiss Life Asset Management Ltd$434K1
267Odyssean, LLC$432K1
268Apollon Wealth Management, LLC$430K1
269Rafferty Asset Management, LLC$417K1
270MISSION WEALTH MANAGEMENT, LP$415K1
271FULTON BANK, N.A.$413K1
272Norinchukin Bank, The$412K1
273SummitTX Capital, L.P.$407K1
274GREAT LAKES ADVISORS, LLC$407K1
275NICOLET BANKSHARES INC$406K1
276MIZUHO SECURITIES USA LLC$401K1
277Vise Technologies, Inc.$396K1
278O'SHAUGHNESSY ASSET MANAGEMENT, LLC$395K1
279COMMERCE BANK$388K1
280INTRUST BANK NA$388K1
281NISSAY ASSET MANAGEMENT CORP /JAPAN$386K1
282SIMPLEX TRADING, LLC$379K1
283Portside Wealth Group, LLC$376K1
284Curi Capital, LLC$372K1
285HARTFORD INVESTMENT MANAGEMENT CO$370K1
286Envestnet Portfolio Solutions, Inc.$359K1
287DnB Asset Management AS$357K1
288HighTower Advisors, LLC$354K1
289Utah Retirement Systems$354K1
290Maryland State Retirement & Pension System$352K1
291Aberdeen Group plc$350K1
292ZACKS INVESTMENT MANAGEMENT$348K1
293Sumitomo Mitsui Trust Group, Inc.$347K1
294DAVENPORT & Co LLC$339K1
295Knollwood Investment Advisory, LLC$335K1
296GATEWAY INVESTMENT ADVISERS LLC$327K1
297COLDSTREAM CAPITAL MANAGEMENT INC$325K1
298D.A. DAVIDSON & CO.$319K1
299ELCO Management Co., LLC$317K1
300World Investment Advisors$316K1
301LVW Advisors, LLC$315K1
302Asset Management One Co., Ltd.$314K1
303NATIXIS$307K1
304Merit Financial Group, LLC$306K1
305Chicago Partners Investment Group LLC$301K1
306JT Stratford LLC$301K1
307LRT Capital Management, LLC$300K1
308NORDEN GROUP LLC$300K1
309Verity & Verity, LLC$299K1
310WEALTH ALLIANCE, LLC$299K1
311Calamos Advisors LLC$298K1
312Calamos Wealth Management LLC$298K1
313Allspring Global Investments Holdings, LLC$296K1
314BAHL & GAYNOR INC$296K1
315Empower Advisory Group, LLC$294K1
316Vident Advisory, LLC$292K1
317EXCHANGE TRADED CONCEPTS, LLC$288K1
318Prospera Financial Services Inc$288K1
319COMMONWEALTH EQUITY SERVICES, LLC$288K1
320FOUNDATIONS INVESTMENT ADVISORS, LLC$283K1
321Procyon Advisors, LLC$282K1
322OMERS ADMINISTRATION Corp$280K1
323EntryPoint Capital, LLC$276K1
324Leonteq Securities AG$275K1
325MUFG Securities EMEA plc$273K1
326Perennial Investment Advisors, LLC$271K1
327OFI INVEST ASSET MANAGEMENT$265K1
328NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$258K1
329Y.D. More Investments Ltd$257K1
330INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$256K1
331Tower Research Capital LLC (TRC)$255K1
332GENESIS PRIVATE WEALTH, LLC$245K1
333Linden Thomas Advisory Services, LLC$242K1
334CIM INVESTMENT MANAGEMENT INC$241K1
335OCCUDO QUANTITATIVE STRATEGIES LP$239K1
336Legacy Capital Wealth Partners, LLC$232K1
337MIRABELLA FINANCIAL SERVICES LLP$232K1
338Empirical Finance, LLC$230K1
339TWINBEECH CAPITAL LP$229K1
340Alliance Wealth Advisors, LLC /UT$228K1
341ALPINE WOODS CAPITAL INVESTORS, LLC$226K1
342Steward Partners Investment Advisory, LLC$226K1
343BANQUE PICTET & CIE SA$223K1
344Inspire Advisors, LLC$220K1
345ASSETMARK, INC$219K1
346MACQUARIE GROUP LTD$219K1
347NOMURA ASSET MANAGEMENT CO LTD$216K1
348NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$212K1
349Sendero Wealth Management, LLC$210K1
350OAK ASSOCIATES LTD /OH/$208K1
351Baird Financial Group, Inc.$205K1
352PATTON FUND MANAGEMENT, INC.$201K1
353OneDigital Investment Advisors LLC$201K1
354Alpha Wealth Funds, LLC$200K1
355Sterling Capital Management LLC$191K1
356Hills Bank & Trust Co$188K1
357MUFG SECURITIES AMERICAS INC.$184K1
358SECURIAN ASSET MANAGEMENT, INC$176K1
359BNP Paribas Asset Management Holding S.A.$170K1
360Financiere des Professionnels - Fonds d'investissement inc.$162K1
361Parkside Financial Bank & Trust$161K1
362BARD ASSOCIATES INC$158K1
363SIGNATUREFD, LLC$149K1
364Hilltop National Bank$143K1
365Walleye Trading LLC$139K1
366Aquatic Capital Management LLC$130K1
367Twin Tree Management, LP$125K1
368OSSIAM$114K1
369Allworth Financial LP$105K1
370Heritage Wealth Advisors$102K1
371CNB Bank$94.7K1
372HM PAYSON & CO$94.5K1
373MAI Capital Management$85.2K1
374Resona Asset Management Co.,Ltd.$77.4K1
375UMB Bank, n.a.$74.7K1
376SBI Securities Co., Ltd.$74.1K1
377Pinnacle Wealth Planning Services, Inc.$63.7K1
378BankPlus Trust Department$61.1K1
379QUADRANT CAPITAL GROUP LLC$60.9K1
380Arax Advisory Partners$57.2K1
381Annis Gardner Whiting Capital Advisors, LLC$57.1K1
382SJS Investment Consulting Inc.$55.8K1
383Eurizon Capital SGR S.p.A.$51.4K1
384DANSKE BANK A/S$48.6K1
385MATHER GROUP, LLC.$45.5K1
386Blue Trust, Inc.$45.3K1
387CANADA LIFE ASSURANCE Co$40.8K1
388Walleye Capital LLC$35.2K1
389FEDERATED HERMES, INC.$27.7K1
390PRIVATE TRUST CO NA$27.1K1
391ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$22.1K1
392MV CAPITAL MANAGEMENT, INC.$21.9K1
393CYBER HORNET ETFs LLC$18.0K1
394True Wealth Design, LLC$17.4K1
395Transamerica Financial Advisors, LLC$17.4K1
396Clearstead Trust, LLC$17.2K1
397Activest Wealth Management$17.2K1
398TEMA ETFS LLC$16.8K1
399Owl Creek Wealth Partners LLC$15.2K1
400Cromwell Holdings LLC$15.2K1
401FARMERS & MERCHANTS INVESTMENTS INC$14.6K1
402WPG Advisers, LLC$14.4K1
403NATIXIS ADVISORS, LLC$14.3K1
404CENTRAL TRUST Co$13.4K1
405KERR FINANCIAL PLANNING Corp$12.1K1
406ENTRUST FINANCIAL LLC$11.7K1
407Salomon & Ludwin, LLC$11.6K1
408Larson Financial Group LLC$10.5K1
409Clearstead Advisors, LLC$9.7K1
410TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$9.5K1
411Wilmington Savings Fund Society, FSB$9.1K1
412Atlantic Union Bankshares Corp$8.3K1
413VAN ECK ASSOCIATES CORP$6.3K1
414Manchester Capital Management LLC$6.3K1
415Spire Wealth Management$6.3K1
416SWAN Capital LLC$6.3K1
417SHP Wealth Management$5.9K1
418NEW YORK STATE TEACHERS RETIREMENT SYSTEM$5.8K1
419Financial Network Wealth Advisors LLC$5.3K1
420C M BIDWELL & ASSOCIATES LTD$5.3K1
421Security National Bank$5.1K1
422First Pacific Financial$4.9K1
423JONES FINANCIAL COMPANIES LLLP$4.7K1
424Rakuten Securities, Inc.$4.5K1
425DELTA ASSET MANAGEMENT LLC/TN$4.0K1
426Ankerstar Wealth, LLC$4.0K1
427Advocate Investing Services LLC$3.8K1
428Pacific Center for Financial Services$3.6K1
429Frazier Financial Advisors, LLC$3.6K1
430DekaBank Deutsche Girozentrale$3.5K1
431Smartleaf Asset Management LLC$3.2K1
432CVA Family Office, LLC$3.0K1
433WOLFF WIESE MAGANA LLC$3.0K1
434Treasurer of the State of North Carolina$2.9K1
435Wall Street Financial Group, Inc.$2.8K1
436CENTAURUS FINANCIAL, INC.$2.6K1
437J.Safra Asset Management Corp$2.4K1
438Virtu Financial LLC$2.3K1
439TD Waterhouse Canada Inc.$2.2K1
440CBIZ Investment Advisory Services, LLC$2.0K1
441Abound Wealth Management$1.8K1
442GSA CAPITAL PARTNERS LLP$1.8K1
443Your Advocates Ltd., LLP$1.6K1
444Rachor Investment Advisory Services, LLC$1.6K1
445Quantitative Investment Management, LLC$1.5K1
446Moisand Fitzgerald Tamayo, LLC$1.4K1
447BROWN, LISLE/CUMMINGS, INC.$1.4K1
448Raleigh Capital Management Inc.$1.4K1
449TD Capital Management LLC$1.3K1
450AMALGAMATED BANK$1.2K1
451NBT BANK, N.A.$1.2K1
452Geneos Wealth Management Inc.$1.2K1
453SUMMIT SECURITIES GROUP LLC$1.0K1
454ELEVATION WEALTH PARTNERS, LLC$1.0K1
455Investors Portfolio Services LLC$8771
456ACADIAN ASSET MANAGEMENT LLC$8321
457NFSG Corp$8311
458SouthState Bank Corp$8101
459Johnson Financial Group, Inc.$8101
460JFS WEALTH ADVISORS, LLC$8101
461Keating Financial Advisory Services, Inc.$8091
462State of Alaska, Department of Revenue$6671
463KBC Group NV$6241
464PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$5661
465PARK AVENUE SECURITIES LLC$5451
466HARBOR CAPITAL ADVISORS, INC.$4321
467Asset Dedication, LLC$4051
468Signature Equity Partners, LLC$4051
469THRIVENT FINANCIAL FOR LUTHERANS$2641
470Quaker Wealth Management, LLC$2031
471DiNuzzo Private Wealth, Inc.$2031
472INVESTMENT COUNSEL CO OF NEVADA$2031
473Kilter Group LLC$2031
474Synergy Investment Management, LLC$2021
475MidFirst Bank$2021
476TopTier Wealth Management, LLC$2021
477Vestcor Inc$1951
478CX Institutional$1801
479Penserra Capital Management LLC$421
480Smithfield Trust Co$161
481Centerpoint Advisors, LLC$111
482PRINCIPAL SECURITIES, INC.— value not disclosed1
483EQUITABLE TRUST CO— value not disclosed1
484TORRAY INVESTMENT PARTNERS LLC— value not disclosed1
485VANGUARD GROUP INC— value not disclosed1
486Laird Norton Wetherby Trust Company, LLC— value not disclosed1
487LORD, ABBETT & CO. LLC— value not disclosed1
488MEEDER ASSET MANAGEMENT INC— value not disclosed1
489HARBOUR INVESTMENTS, INC.— value not disclosed1
490HOWARD HUGHES MEDICAL INSTITUTE— value not disclosed1
491WASATCH ADVISORS LP— value not disclosed1
492FENIMORE ASSET MANAGEMENT INC— value not disclosed1
493COMERICA BANK— value not disclosed1
494MACKENZIE FINANCIAL CORP— value not disclosed1
495PARNASSUS INVESTMENTS, LLC— value not disclosed1
496OSTERWEIS CAPITAL MANAGEMENT INC— value not disclosed1
497BAMCO INC /NY/— value not disclosed1
498WEXFORD CAPITAL LP— value not disclosed1
499CIBC WORLD MARKETS CORP— value not disclosed1
500CHILTON CAPITAL MANAGEMENT LLC— value not disclosed1
Truncated by Public Filings. Every one of the 481 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)1 buy / 0 sell
Congress net ($ bound)$1.0K to $15.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on POOL

RETAINED WINDOW · ACTIVE HITS
Signal hits naming POOL
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for POOL · financials and macro

Financials — as filed PLANNED

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