Public record / Tickers / PR

PR — Permian Resources Corp†

Both disclosure regimes on one name: who in Congress filed about PR, 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 PR
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-23
filed 2023-08-23
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

Michael Guest · $1.0K–$15.0K

BUY · traded 2023-08-09 → filed 2023-08-23. Ranked over every PR row by the provable lower bound, never a point estimate.

No member disclosed PR 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.

Every row filed inside 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

No dated PR rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING PR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PR
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-08-23Michael Guest R–MS-3BUY SP (spouse-owned)Traded 08-09 +14d$1K–$15K
2023-01-20Jacobs, Christopher L. —BUYTraded 2022-12-12 +39d$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 PR

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

No member disclosed PR in the trailing 12 months.

Congress ↔ notable managers · PR

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 Moore Capital Management $0 held

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

Merged timeline of congressional filings and notable-manager moves on PR
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+235,693 sh
2026-05-15Moore Capital Management 13FEXIT−87,500 sh
2026-05-14Caxton Associates 13FADD+16,525 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 PR for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$1.5B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$847M1
3BARROW HANLEY MEWHINNEY & STRAUSS LLC$737M1
4VANGUARD CAPITAL MANAGEMENT LLC$727M1
5DIMENSIONAL FUND ADVISORS LP$668M1
6STATE STREET CORP$548M1
7Post Oak Energy Holdings, LLC$449M1
8WELLINGTON MANAGEMENT GROUP LLP$413M1
9Boston Partners$397M1
10MASSACHUSETTS FINANCIAL SERVICES CO /MA/$347M1
11CITADEL ADVISORS LLC$347M1
12Nuveen, LLC$343M1
13FMR LLC$275M1
14EnCap Investments L.P.$266M1
15AMERICAN CENTURY COMPANIES INC$212M1
16Invesco Ltd.$170M1
17RENAISSANCE TECHNOLOGIES LLC$167M1
18OnyxPoint Global Management LP$161M1
19WESTFIELD CAPITAL MANAGEMENT CO LP$160M1
20Alyeska Investment Group, L.P.$144M1
21JENNISON ASSOCIATES LLC$133M1
22Merewether Investment Management, LP$131M1
23MORGAN STANLEY$127M1
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC$122M1
25ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$121M1
26FIRST TRUST ADVISORS LP$119M1
27NORTHERN TRUST CORP$118M1
28KING LUTHER CAPITAL MANAGEMENT CORP$114M1
29RAYMOND JAMES FINANCIAL INC$109M1
30AQR CAPITAL MANAGEMENT LLC$107M1
31Qube Research & Technologies Ltd$106M1
32PRINCIPAL FINANCIAL GROUP INC$101M1
33VANGUARD FIDUCIARY TRUST CO$98.2M1
34UBS Group AG$87.5M1
35Perpetual Ltd$86.6M1
36Sagefield Capital LP$81.1M1
37Capital World Investors$67.6M1
38ALLIANCEBERNSTEIN L.P.$66.2M1
39Palo Duro Investment Partners, LP$65.8M1
40Freestone Grove Partners LP$64.7M1
41Yaupon Capital Management LP$64.4M1
42BANK OF AMERICA CORP /DE/$63.3M1
43NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$59.8M1
44Point72 Asset Management, L.P.$57.3M1
45Artisan Partners Limited Partnership$56.5M1
46SCHRODER INVESTMENT MANAGEMENT GROUP$53.0M1
47Webs Creek Capital Management LP$52.6M1
48FRANKLIN RESOURCES INC$51.9M1
49SIR Capital Management, L.P.$47.0M1
50FRONTIER CAPITAL MANAGEMENT CO LLC$44.2M1
51Leeward Investments, LLC - MA$41.2M1
52Goehring & Rozencwajg Associates, LLC$38.7M1
53SEI INVESTMENTS CO$36.1M1
54VOLORIDGE INVESTMENT MANAGEMENT, LLC$35.4M1
55MILLENNIUM MANAGEMENT LLC$35.3M1
56Allianz Asset Management GmbH$34.7M1
57CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$34.2M1
58Encompass Capital Advisors LLC$34.1M1
59Susquehanna Portfolio Strategies, LLC$33.4M1
60WESTWOOD HOLDINGS GROUP INC$31.2M1
61UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$31.0M1
62Swiss National Bank$29.8M1
63Connor, Clark & Lunn Investment Management Ltd.$26.0M1
64WELLS FARGO & COMPANY/MN$25.7M1
65Trexquant Investment LP$24.5M1
66Aventail Capital Group, LP$23.4M1
67Distillate Capital Partners LLC$22.4M1
68Man Group plc$22.4M1
69RIVERSTONE HOLDINGS LLC$21.1M1
70Retirement Systems of Alabama$19.4M1
71ROYAL BANK OF CANADA$18.6M1
72Legal & General Group Plc$17.7M1
73MACKENZIE FINANCIAL CORP$17.0M1
74JANE STREET GROUP, LLC$16.3M1
75Holocene Advisors, LP$16.1M1
76TIFF ADVISORY SERVICES, LLC$15.9M1
77Jefferies Financial Group Inc.$15.5M1
78MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$15.0M1
79Empowered Funds, LLC$15.0M1
80STATE OF WISCONSIN INVESTMENT BOARD$14.7M1
811832 Asset Management L.P.$13.6M1
82South Street Advisors LLC$13.5M1
83CASTLEARK MANAGEMENT LLC$13.5M1
84Nixon Capital, LLC$12.8M1
85MANUFACTURERS LIFE INSURANCE COMPANY, THE$12.5M1
86Creative Planning$12.1M1
87VANGUARD ASSET MANAGEMENT, Ltd$11.7M1
88PDT Partners, LLC$11.5M1
89Lido Advisors, LLC$11.0M1
90VAN DEN BERG MANAGEMENT I, INC$11.0M1
91Allspring Global Investments Holdings, LLC$11.0M1
92THOMIST CAPITAL MANAGEMENT, LP$10.9M1
93Qsemble Capital Management, LP$10.8M1
94LMR Partners LLP$10.8M1
95Dana Investment Advisors, Inc.$10.6M1
96ENVESTNET ASSET MANAGEMENT INC$10.6M1
97HITE Hedge Asset Management LLC$10.3M1
98MIZUHO MARKETS AMERICAS LLC$10.3M1
99HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$10.2M1
100Channing Capital Management, LLC$10.2M1
101MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$9.7M1
102AlphaCore Capital LLC$9.5M1
103Vanguard Global Advisers, LLC$9.2M1
104Universal- Beteiligungs- und Servicegesellschaft mbH$9.0M1
105Cerity Partners LLC$8.8M1
106Engineers Gate Manager LP$8.7M1
107CITIGROUP INC$8.3M1
108Walleye Capital LLC$8.1M1
109Mariner, LLC$8.0M1
110Rafferty Asset Management, LLC$7.9M1
111MERCER GLOBAL ADVISORS INC /ADV$7.6M1
112BALYASNY ASSET MANAGEMENT L.P.$7.5M1
113NEW YORK STATE COMMON RETIREMENT FUND$7.4M1
114RR Advisors, LLC$7.4M1
115Hartree Partners, LP$7.3M1
116Aristotle Capital Boston, LLC$7.2M1
117Cetera Investment Advisers$7.0M1
118Aquatic Capital Management LLC$6.9M1
119Aptus Capital Advisors, LLC$6.8M1
120Janus Henderson Group Ltd.$6.7M1
121Soviero Asset Management, LP$6.6M1
122PALISADE CAPITAL MANAGEMENT, LP$6.6M1
123Schonfeld Strategic Advisors LLC$6.6M1
124NATIONAL BANK OF CANADA /FI/$6.5M1
1254D Advisors, LLC$6.4M1
126Zurcher Kantonalbank (Zurich Cantonalbank)$6.3M1
127Focus Partners Wealth$6.3M1
128Larson Financial Group LLC$6.2M1
129Federation des caisses Desjardins du Quebec$6.2M1
130Quantinno Capital Management LP$6.1M1
131Amundi$6.0M1
132SevenBridge Financial Group, LLC$5.9M1
133IEQ CAPITAL, LLC$5.6M1
134Gotham Asset Management, LLC$5.6M1
135Kestra Advisory Services, LLC$5.4M1
136Ensign Peak Advisors, Inc$5.4M1
137LPL Financial LLC$5.4M1
138Verdence Capital Advisors LLC$5.4M1
139FIFTH THIRD BANCORP$5.4M1
140SEVEN GRAND MANAGERS, LLC$5.3M1
141Americana Partners, LLC$5.3M1
142Graham Capital Management, L.P.$5.3M1
143Advisors Asset Management, Inc.$5.3M1
144Tidal Investments LLC$5.2M1
145D. E. Shaw & Co., Inc.$5.1M1
146Rockefeller Capital Management L.P.$4.7M1
147HOMESTEAD ADVISERS CORP$4.6M1
148Y-Intercept (Hong Kong) Ltd$4.6M1
149State of New Jersey Common Pension Fund D$4.5M1
150STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$4.4M1
151PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$4.3M1
152STIFEL FINANCIAL CORP$4.2M1
153WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.2M1
154PINNBROOK CAPITAL MANAGEMENT LP$4.2M1
155READYSTATE ASSET MANAGEMENT LP$4.1M1
156Arizona State Retirement System$4.1M1
157Corient Private Wealth LLC$4.1M1
158Sanctuary Advisors, LLC$4.1M1
159COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.0M1
160FORA Capital, LLC$3.9M1
161STATE OF MICHIGAN RETIREMENT SYSTEM$3.8M1
162Vanguard Investments Australia, Ltd.$3.8M1
163CWM, LLC$3.8M1
1641492 Capital Management LLC$3.7M1
165Grantham, Mayo, Van Otterloo & Co. LLC$3.7M1
166Cresset Asset Management, LLC$3.7M1
167CANADA PENSION PLAN INVESTMENT BOARD$3.6M1
168NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$3.5M1
169FIRST MANHATTAN CO. LLC.$3.5M1
170SANDERS MORRIS HARRIS LLC$3.5M1
171KLP KAPITALFORVALTNING AS$3.3M1
172HSBC HOLDINGS PLC$3.3M1
173OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.2M1
174Waratah Capital Advisors Ltd.$3.2M1
175SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.1M1
176GROUP ONE TRADING LLC$3.1M1
177Jain Global LLC$3.0M1
178SCS Capital Management LLC$3.0M1
179BANK OF MONTREAL /CAN/$3.0M1
180FIRST NATIONAL BANK OF OMAHA$2.9M1
181Walleye Trading LLC$2.9M1
182HighTower Advisors, LLC$2.8M1
183SHARPEPOINT LLC$2.7M1
184Bridgefront Capital, LLC$2.7M1
185DEUTSCHE BANK AG\$2.6M1
186Talon Private Wealth, LLC$2.6M1
187Inspire Investing, LLC$2.6M1
188SCHWARTZ INVESTMENT COUNSEL INC$2.6M1
189XTX Topco Ltd$2.5M1
190Atom Investors LP$2.4M1
191OAK RIDGE INVESTMENTS LLC$2.4M1
192Pictet Asset Management Holding SA$2.4M1
193Quadrature Capital Ltd$2.3M1
194DC Investments Management, LLC$2.3M1
195Brookstone Capital Management$2.2M1
196GeoSphere Capital Management, LLC$2.1M1
197FOX RUN MANAGEMENT, L.L.C.$2.1M1
198SummitTX Capital, L.P.$2.1M1
199Pathstone Holdings, LLC$2.1M1
200L. Roy Papp & Associates, LLP$2.1M1
201MADDEN SECURITIES Corp$2.1M1
202TWO SIGMA INVESTMENTS, LP$2.0M1
203Kendall Capital Management$2.0M1
204BANK OF NOVA SCOTIA$1.9M1
205Numerai GP LLC$1.9M1
206VOYA INVESTMENT MANAGEMENT LLC$1.9M1
207XPONANCE LLC$1.8M1
208OSAIC HOLDINGS, INC.$1.8M1
209Orion Porfolio Solutions, LLC$1.8M1
210COMMONWEALTH EQUITY SERVICES, LLC$1.7M1
211Caption Management, LLC$1.7M1
212Odyssean, LLC$1.7M1
213Empirical Finance, LLC$1.7M1
214Brevan Howard Capital Management LP$1.7M1
215AXQ CAPITAL, LP$1.6M1
216Wealth Management Associates, Inc.$1.6M1
217Curated Wealth Partners LLC$1.6M1
218Brooklyn Investment Group$1.5M1
219Vanguard Personalized Indexing Management, LLC$1.5M1
220OUTFITTERS FINANCIAL LLC$1.5M1
221LAZARD ASSET MANAGEMENT LLC$1.4M1
222M&T BANK CORP$1.4M1
223WBI INVESTMENTS, LLC$1.3M1
224TEACHER RETIREMENT SYSTEM OF TEXAS$1.3M1
225INCEPTIONR LLC$1.3M1
226HANCOCK WHITNEY CORP$1.3M1
227Elo Mutual Pension Insurance Co$1.3M1
228FEDERATED HERMES, INC.$1.3M1
229Caitong International Asset Management Co., Ltd$1.2M1
230SECURIAN ASSET MANAGEMENT, INC$1.2M1
231Requisite Capital Management, LLC$1.1M1
232Concurrent Investment Advisors, LLC$1.1M1
233GUGGENHEIM CAPITAL LLC$1.1M1
234Interval Partners, LP$1.1M1
235First Eagle Investment Management, LLC$1.1M1
236CAXTON ASSOCIATES LLP$1.1M1
237Unison Advisors LLC$1.0M1
238PRUDENTIAL FINANCIAL INC$995K1
239INTECH INVESTMENT MANAGEMENT LLC$985K1
240Impact Partnership Wealth, LLC$983K1
241AIGEN INVESTMENT MANAGEMENT, LP$976K1
242Swiss Life Asset Management Ltd$954K1
243OXFORD ASSET MANAGEMENT LLP$933K1
244Tower Research Capital LLC (TRC)$931K1
245Gallacher Capital Management LLC$931K1
246O'SHAUGHNESSY ASSET MANAGEMENT, LLC$921K1
247Steward Partners Investment Advisory, LLC$900K1
248TECTONIC ADVISORS LLC$859K1
249SHAPIRO CAPITAL MANAGEMENT LLC$853K1
250QUADRANT CAPITAL GROUP LLC$838K1
251Arax Advisory Partners$820K1
252PRINCETON CAPITAL MANAGEMENT LLC$792K1
253Utah Retirement Systems$776K1
254Csenge Advisory Group$775K1
255Quantum Portfolio Management LLC$762K1
256DnB Asset Management AS$760K1
257Sivia Capital Partners, LLC$759K1
258EntryPoint Capital, LLC$758K1
259US BANCORP \DE\$756K1
260Summit Trail Advisors, LLC$721K1
261Maryland State Retirement & Pension System$718K1
262TRUIST FINANCIAL CORP$701K1
263Regal Partners Ltd$682K1
264Focus Partners Advisor Solutions, LLC$665K1
265First National Advisers, LLC$650K1
266MONTGOMERY INVESTMENT MANAGEMENT INC$640K1
267Hennion & Walsh Asset Management, Inc.$634K1
268ProShare Advisors LLC$633K1
269EVOLVE PRIVATE WEALTH, LLC$632K1
270BOOTHBAY FUND MANAGEMENT, LLC$610K1
271Beacon Pointe Advisors, LLC$603K1
272Callan Family Office, LLC$602K1
273&PARTNERS$601K1
274Bleakley Financial Group, LLC$597K1
275Abel Hall, LLC$585K1
276Merit Financial Group, LLC$581K1
277Oliver Luxxe Assets LLC$579K1
278Savant Capital, LLC$562K1
279Magnetar Financial LLC$556K1
280Sequoia Financial Advisors, LLC$555K1
281Crossmark Global Holdings, Inc.$552K1
282RITHOLTZ WEALTH MANAGEMENT$549K1
283EXCHANGE TRADED CONCEPTS, LLC$539K1
284SHELTON CAPITAL MANAGEMENT$526K1
285VestGen Advisors, LLC$521K1
286Knollwood Investment Advisory, LLC$499K1
287Vontobel Holding Ltd.$498K1
288Vise Technologies, Inc.$494K1
289Machina Capital S.A.S.$494K1
290MQS Management LLC$491K1
291CIBC Asset Management Inc$489K1
292CHILTON CAPITAL MANAGEMENT LLC$473K1
293BEESE FULMER INVESTMENT MANAGEMENT, INC.$464K1
294MONETA GROUP INVESTMENT ADVISORS LLC$463K1
295MML INVESTORS SERVICES, LLC$462K1
296HB Wealth Management, LLC$446K1
297North Dakota State Investment Board$443K1
298Chicago Partners Investment Group LLC$441K1
299CHOREO, LLC$432K1
300Signal Advisors Wealth, LLC$425K1
301UNITED CAPITAL FINANCIAL ADVISORS, LLC$423K1
302Uncommon Cents Investing LLC$416K1
303BROWN ADVISORY INC$412K1
304Voleon Capital Management LP$406K1
305QRG CAPITAL MANAGEMENT, INC.$396K1
306Waverly Advisors, LLC$393K1
307GATEWAY INVESTMENT ADVISERS LLC$380K1
308Brand Asset Management Group, Inc.$376K1
309Avior Wealth Management, LLC$375K1
310Verition Fund Management LLC$369K1
311Meiji Yasuda Asset Management Co Ltd.$364K1
312Frank, Rimerman Advisors LLC$363K1
313Mitsubishi UFJ Trust & Banking Corp$358K1
314PRINCIPAL SECURITIES, INC.$358K1
315CITIZENS FINANCIAL GROUP INC/RI$352K1
316MAI Capital Management$346K1
317Paragon Capital Management Ltd$342K1
318PRELUDE CAPITAL MANAGEMENT, LLC$342K1
319Register Financial Advisors LLC$337K1
320PICKERING ENERGY PARTNERS LP$320K1
321Per Stirling Capital Management, LLC.$319K1
322OCCUDO QUANTITATIVE STRATEGIES LP$313K1
323Apollon Wealth Management, LLC$313K1
324BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$313K1
325WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$306K1
326Caprock Group, LLC$301K1
327SIGNATUREFD, LLC$299K1
328SteelPeak Wealth, LLC$295K1
329Allworth Financial LP$295K1
330HARMONY ASSET MANAGEMENT LLC$293K1
331Index Technologies Group LLC$291K1
332PROFUND ADVISORS LLC$287K1
333COLDSTREAM CAPITAL MANAGEMENT INC$275K1
334NorthCrest Asset Manangement, LLC$272K1
335Baker Avenue Asset Management, LP$270K1
336Private Advisor Group, LLC$266K1
337Headlands Technologies LLC$255K1
338OPPENHEIMER & CO INC$250K1
339Hardin Capital Partners, LLC$245K1
340Krilogy Financial LLC$244K1
341NICOLET BANKSHARES INC$243K1
342Laird Norton Wetherby Trust Company, LLC$240K1
343Sagewood Asset Management LP$236K1
344TWINBEECH CAPITAL LP$235K1
345IMC-Chicago, LLC$234K1
346CI INVESTMENTS INC.$233K1
347Legacy Capital Wealth Partners, LLC$233K1
348GW HENSSLER & ASSOCIATES LTD$226K1
349DAYMARK WEALTH PARTNERS, LLC$226K1
350Wedmont Private Capital$223K1
351Bull Harbor Capital LLC$220K1
352NewEdge Wealth, LLC$216K1
353Baird Financial Group, Inc.$212K1
354iSAM Funds (UK) Ltd$208K1
355Compound Planning, Inc.$207K1
356Vestmark Advisory Solutions, Inc.$206K1
357SCP Investment, LP$205K1
358Virtus Investment Advisers, LLC$202K1
359Eurizon Capital SGR S.p.A.$190K1
360UMB Bank, n.a.$183K1
361Smartleaf Asset Management LLC$108K1
362Legacy Wealth Managment, LLC/ID$100.0K1
363Wilmington Savings Fund Society, FSB$89.5K1
364SouthState Bank Corp$88.0K1
365Truvestments Capital LLC$82.7K1
366Hilltop National Bank$82.4K1
367NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$79.9K1
368Parkside Financial Bank & Trust$62.4K1
369State of Wyoming$60.4K1
370SALEM INVESTMENT COUNSELORS INC$57.7K1
371Mitsubishi UFJ Asset Management Co., Ltd.$55.5K1
372Pinnacle Wealth Planning Services, Inc.$53.7K1
373Vanguard National Trust Co$44.2K1
374SHP Wealth Management$42.4K1
375Quarry LP$42.2K1
376Evelyn Partners Investment Management LLP$30.6K1
377SJS Investment Consulting Inc.$30.1K1
378Banque Cantonale Vaudoise$23.0K1
379TD Waterhouse Canada Inc.$21.7K1
380Smallwood Wealth Investment Management, LLC$20.3K1
381CONTRAVISORY INVESTMENT MANAGEMENT, INC.$18.8K1
382VAN ECK ASSOCIATES CORP$18.5K1
383Treasurer of the State of North Carolina$17.1K1
384True Wealth Design, LLC$16.7K1
385CVA Family Office, LLC$16.5K1
386Sapience Investments, LLC$16.2K1
387Founders Capital Management$14.9K1
388ASSETMARK, INC$14.2K1
389Bell Investment Advisors, Inc$14.1K1
390FARMERS & MERCHANTS INVESTMENTS INC$13.3K1
391MEEDER ASSET MANAGEMENT INC$12.8K1
392JPL Wealth Management, LLC$12.8K1
393UNC Management Company, Inc.$10.3K1
394Blue Trust, Inc.$9.5K1
395JFS WEALTH ADVISORS, LLC$9.2K1
396Geneos Wealth Management Inc.$8.5K1
397THRIVENT FINANCIAL FOR LUTHERANS$7.6K1
398Clearstead Trust, LLC$6.7K1
399Kemnay Advisory Services Inc.$6.6K1
400INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$6.2K1
401ALGERT GLOBAL LLC$4.6K1
402Owl Creek Wealth Partners LLC$4.6K1
403Employees Retirement System of Texas$4.5K1
404Triumph Capital Management$4.3K1
405Activest Wealth Management$4.2K1
406Private Wealth Management Group, LLC$3.9K1
407CHELSEA COUNSEL CO$3.6K1
408Clearstead Advisors, LLC$3.5K1
409Valued Wealth Advisors LLC$3.2K1
410WPG Advisers, LLC$3.2K1
411Transamerica Financial Advisors, LLC$3.1K1
412Cromwell Holdings LLC$2.8K1
413South Dakota Investment Council$2.5K1
414Rialto Wealth Management, LLC$2.4K1
415Glen Eagle Advisors, LLC$2.3K1
416Financial Network Wealth Advisors LLC$2.2K1
417CROWN ADVISORS MANAGEMENT, INC.$2.1K1
418Sunrise Financial Services, LLC$1.8K1
419Physician Wealth Advisors, Inc.$1.6K1
420State of Alaska, Department of Revenue$1.5K1
421ALBION FINANCIAL GROUP /UT$1.5K1
422MV CAPITAL MANAGEMENT, INC.$1.5K1
423West Financial Advisors, LLC$1.5K1
424DiNuzzo Private Wealth, Inc.$1.4K1
425Quaker Wealth Management, LLC$1.3K1
426American Capital Advisory, LLC$1.3K1
427HERITAGE INVESTORS MANAGEMENT CORP$1.3K1
428Retirement Wealth Solutions LLC$1.3K1
429MCGUIRE CAPITAL ADVISORS INC$1.1K1
430Vermillion Wealth Management, Inc.$1.1K1
431HFM Investment Advisors, LLC$1.1K1
432Kilter Group LLC$9811
433Signature Equity Partners, LLC$4901
434KBC Group NV$4851
435Cassaday & Co Wealth Management LLC$4481
436TopTier Wealth Management, LLC$4261
437Prestige Wealth Management Group LLC$2991
4383 FACTOR INDEXING, LLC$2781
439Stone House Investment Management, LLC$2771
440Key FInancial Inc$2771
441GHP Investment Advisors, Inc.$1921
442DekaBank Deutsche Girozentrale$1291
443Rakuten Securities, Inc.$851
444Harel Insurance Investments & Financial Services Ltd.$721
445Raleigh Capital Management Inc.$141
446Capital Advisors, Ltd. LLC$51
447Avion Wealth$11
448VANGUARD GROUP INC— value not disclosed1
449STEPHENS INC /AR/— value not disclosed1
450HARBOUR INVESTMENTS, INC.— value not disclosed1
451COMERICA BANK— value not disclosed1
452TORONTO DOMINION BANK— value not disclosed1
453VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
454NOMURA ASSET MANAGEMENT CO LTD— value not disclosed1
455ARISTEIA CAPITAL, L.L.C.— value not disclosed1
456COOKSON PEIRCE & CO INC— value not disclosed1
457CREDIT AGRICOLE S A— value not disclosed1
458NORDEA INVESTMENT MANAGEMENT AB— value not disclosed1
459CIBC Private Wealth Group LLC— value not disclosed1
460CoreCommodity Management, LLC— value not disclosed1
461TimesSquare Capital Management, LLC— value not disclosed1
462PEAK6 LLC— value not disclosed1
463Ruffer LLP— value not disclosed1
464MOORE CAPITAL MANAGEMENT, LP— value not disclosed1
465GTS SECURITIES LLC— value not disclosed1
466TWO SIGMA ADVISERS, LP— value not disclosed1
467EnCap Energy Capital Fund VIII, L.P.— value not disclosed1
468Leonteq Securities AG— value not disclosed1
469Vestcor Inc— value not disclosed1
470MIRABELLA FINANCIAL SERVICES LLP— value not disclosed1
471Gator Capital Management, LLC— value not disclosed1
472Lighthouse Investment Partners, LLC— value not disclosed1
473MARK SHEPTOFF FINANCIAL PLANNING, LLC— value not disclosed1
474Squarepoint Ops LLC— value not disclosed1
475OneDigital Investment Advisors LLC— value not disclosed1
476EnCap Energy Capital Fund XI, L.P.— value not disclosed1
477Counterpoint Mutual Funds LLC— value not disclosed1
478DV Trading LLC— value not disclosed1
479Midwest Professional Planners, LTD.— value not disclosed1
480WORLDQUANT MILLENNIUM ADVISORS LLC— value not disclosed1
481Global Retirement Partners, LLC— value not disclosed1
482Oak Thistle LLC— value not disclosed1
483Cynosure Group, LLC— value not disclosed1
484Inscription Capital, LLC— value not disclosed1
485NICOLET ADVISORY SERVICES, LLC— value not disclosed1
486Woodline Partners LP— value not disclosed1
487Sourcerock Group LLC— value not disclosed1
488Mach-1 Financial Group, LLC— value not disclosed1
489Optiver Holding B.V.— value not disclosed1
490AlphaQuest LLC— value not disclosed1
491Forum Financial Management, LP— value not disclosed1
492SageView Advisory Group, LLC— value not disclosed1
493Dunhill Financial, LLC— value not disclosed1
494nVerses Capital, LLC— value not disclosed1
495Ashton Thomas Private Wealth, LLC— value not disclosed1
496Havemeyer Place LP— value not disclosed1
497Wealth Watch Advisors, INC— value not disclosed1
498Aster Capital Management (DIFC) Ltd— value not disclosed1
499FEARNLEY ASSET MANAGEMENT AS— value not disclosed1
500Dockside LLC— value not disclosed1
Truncated by Public Filings. Every one of the 447 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 PR

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for PR · financials and macro

Financials — as filed PLANNED

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