Public record / Tickers / PRIM

PRIM — Primoris Services Corp†

Both disclosure regimes on one name: who in Congress filed about PRIM, 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
16
all PTR rows naming PRIM
Members · 12m
1
1 buys · 5 sells · by trade date
Latest PTR
06-08
filed 2026-06-08
13F holders
424
top-424 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. · $1.0K–$15.0K

SELL · traded 2026-05-08 → filed 2026-06-08. Ranked over every PRIM row by the provable lower bound, never a point estimate.

1 member · 1 buys / 5 sells

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

7 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. 7 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING PRIM · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PRIM
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-06-08Gilbert Ray Cisneros, Jr. D–CA-31SELLTraded 05-08 +31d$1K–$15K
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 03-03 +35d$1K–$15K
2026-03-09Gilbert Ray Cisneros, Jr. D–CA-31SELL partial (partial sale)Traded 02-18 +19d$1K–$15K
2026-01-12Gilbert Ray Cisneros, Jr. D–CA-31SELL partial (partial sale)Traded 2025-12-11 +32d$1K–$15K
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31SELL partial (partial sale)Traded 11-24 +21d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 16 ↗

Members active in PRIM

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing PRIM 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-316−$74.0K to $10.0K2

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

Congress ↔ notable managers · PRIM

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

Adding
1 Bridgewater Associates $19.5M held
Trimming
1 Gotham Asset Management $3.0M held

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

Merged timeline of congressional filings and notable-manager moves on PRIM
DateWhoChangeSize
2026-05-15Bridgewater Associates 13FADD+35,388 sh
2026-05-15Gotham Asset Management 13FTRIM−15,497 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 PRIM for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$1.2B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$523M1
3FULLER & THALER ASSET MANAGEMENT, INC.$424M1
4FIRST TRUST ADVISORS LP$413M1
5VANGUARD CAPITAL MANAGEMENT LLC$334M1
6STATE STREET CORP$295M1
7WELLINGTON MANAGEMENT GROUP LLP$269M1
8Invesco Ltd.$200M1
9DIMENSIONAL FUND ADVISORS LP$166M1
10AMERICAN CENTURY COMPANIES INC$154M1
11Artemis Investment Management LLP$126M1
12WESTFIELD CAPITAL MANAGEMENT CO LP$106M1
13FMR LLC$101M1
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC$97.8M1
15Merewether Investment Management, LP$96.5M1
16UBS Group AG$85.2M1
17ALLIANCEBERNSTEIN L.P.$84.8M1
18MORGAN STANLEY$79.5M1
19NORTHERN TRUST CORP$73.9M1
20BRUNI J V & CO /CO$62.5M1
21MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$60.5M1
22FEDERATED HERMES, INC.$59.4M1
23MILLENNIUM MANAGEMENT LLC$57.3M1
24MASSACHUSETTS FINANCIAL SERVICES CO /MA/$53.9M1
25VANGUARD FIDUCIARY TRUST CO$53.3M1
26PRINCIPAL FINANCIAL GROUP INC$49.1M1
27RAYMOND JAMES FINANCIAL INC$47.3M1
28JACOBS LEVY EQUITY MANAGEMENT, INC$47.3M1
29BANK OF AMERICA CORP /DE/$46.5M1
30D. E. Shaw & Co., Inc.$44.5M1
31MACKENZIE FINANCIAL CORP$44.0M1
32Alyeska Investment Group, L.P.$42.5M1
33PUBLIC SECTOR PENSION INVESTMENT BOARD$40.5M1
34CITADEL ADVISORS LLC$40.4M1
35Nuveen, LLC$39.2M1
36SCHRODER INVESTMENT MANAGEMENT GROUP$37.1M1
37WELLS FARGO & COMPANY/MN$34.8M1
38Swedbank AB$27.2M1
39Allianz Asset Management GmbH$22.4M1
40STATE OF WISCONSIN INVESTMENT BOARD$22.1M1
41CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$21.7M1
42Man Group plc$20.1M1
43Clark Capital Management Group, Inc.$19.6M1
44Bridgewater Associates, LP$19.5M1
45Legal & General Group Plc$19.0M1
46UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$18.9M1
47Portolan Capital Management, LLC$18.7M1
48Aptus Capital Advisors, LLC$17.5M1
49KR Capital LP$16.8M1
50WCM INVESTMENT MANAGEMENT, LLC$16.7M1
51VICTORY CAPITAL MANAGEMENT INC$16.2M1
52Munro Partners$16.0M1
53AQR CAPITAL MANAGEMENT LLC$16.0M1
54Grandeur Peak Global Advisors, LLC$15.7M1
55Swiss National Bank$15.3M1
56SEGALL BRYANT & HAMILL, LLC$15.3M1
57LAZARD ASSET MANAGEMENT LLC$14.7M1
58THAMES CAPITAL MANAGEMENT LLC$14.3M1
59CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$14.2M1
60MERCER GLOBAL ADVISORS INC /ADV$13.9M1
61Ceredex Value Advisors LLC$13.8M1
62ROYCE & ASSOCIATES LP$13.7M1
63VOLORIDGE INVESTMENT MANAGEMENT, LLC$13.7M1
64OSAIC HOLDINGS, INC.$13.3M1
65Dana Investment Advisors, Inc.$12.7M1
66BNP Paribas Asset Management Holding S.A.$12.5M1
67DEUTSCHE BANK AG\$11.0M1
68Bolthouse Investments, LLC$10.7M1
69COOKSON PEIRCE & CO INC$10.7M1
70Advisors Asset Management, Inc.$10.6M1
71PICTON MAHONEY ASSET MANAGEMENT$10.1M1
72FRANKLIN RESOURCES INC$10.0M1
73ENVESTNET ASSET MANAGEMENT INC$9.9M1
74Susquehanna Portfolio Strategies, LLC$9.9M1
75RENAISSANCE GROUP LLC$9.5M1
76Vest Financial, LLC$9.0M1
77PRUDENTIAL FINANCIAL INC$8.8M1
78HEARTLAND ADVISORS INC$8.6M1
79Walleye Capital LLC$8.2M1
80SEI INVESTMENTS CO$8.1M1
81ROYAL BANK OF CANADA$8.0M1
82NORDEA INVESTMENT MANAGEMENT AB$7.7M1
83ExodusPoint Capital Management, LP$7.7M1
84BROWN ADVISORY INC$7.1M1
85Phocas Financial Corp.$7.0M1
86Illinois Municipal Retirement Fund$6.9M1
87ESSEX INVESTMENT MANAGEMENT CO LLC$6.9M1
88Hel Ved Capital Management Ltd$6.5M1
89Universal- Beteiligungs- und Servicegesellschaft mbH$6.4M1
90Creative Planning$5.9M1
91VANGUARD ASSET MANAGEMENT, Ltd$5.9M1
92CI INVESTMENTS INC.$5.8M1
93Intrinsic Edge Capital Management LLC$5.6M1
94STIFEL FINANCIAL CORP$5.4M1
95CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$5.4M1
96SIR Capital Management, L.P.$5.3M1
97Hilton Capital Management, LLC$5.3M1
98NewSquare Capital LLC$5.3M1
99Connor, Clark & Lunn Investment Management Ltd.$5.2M1
100ADAGE CAPITAL PARTNERS GP, L.L.C.$5.0M1
101Taproot Management LP$4.9M1
102Qube Research & Technologies Ltd$4.9M1
103Aventail Capital Group, LP$4.9M1
104MANUFACTURERS LIFE INSURANCE COMPANY, THE$4.7M1
105Freedom Day Solutions, LLC$4.7M1
106ZACKS INVESTMENT MANAGEMENT$4.6M1
107LMR Partners LLP$4.3M1
108LPL Financial LLC$4.2M1
109FIFTH THIRD BANCORP$4.2M1
110Zurcher Kantonalbank (Zurich Cantonalbank)$4.2M1
111ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$4.0M1
1121492 Capital Management LLC$3.8M1
113Redhawk Wealth Advisors, Inc.$3.8M1
114West Tower Group, LLC$3.8M1
115Union Bancaire Privee, UBP SA$3.7M1
116Tidal Investments LLC$3.7M1
117TEACHER RETIREMENT SYSTEM OF TEXAS$3.7M1
118DENALI ADVISORS LLC$3.5M1
119Janus Henderson Group Ltd.$3.5M1
120Vanguard Global Advisers, LLC$3.4M1
121Richard Bernstein Advisors LLC$3.1M1
122HSBC HOLDINGS PLC$3.0M1
123BRIDGEWAY CAPITAL MANAGEMENT, LLC$3.0M1
124Gotham Asset Management, LLC$3.0M1
125INTECH INVESTMENT MANAGEMENT LLC$2.9M1
126MARIETTA INVESTMENT PARTNERS LLC$2.8M1
127SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.7M1
128State of New Jersey Common Pension Fund D$2.6M1
129SteelPeak Wealth, LLC$2.6M1
130Cetera Investment Advisers$2.5M1
131Ifrah Financial Services, Inc.$2.4M1
132Integrated Quantitative Investments LLC$2.4M1
133VOYA INVESTMENT MANAGEMENT LLC$2.4M1
134Holocene Advisors, LP$2.4M1
135BARCLAYS PLC$2.3M1
136Empowered Funds, LLC$2.3M1
137Quantinno Capital Management LP$2.2M1
138Arizona State Retirement System$2.1M1
139STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$2.0M1
140TECTONIC ADVISORS LLC$2.0M1
141DAVENPORT & Co LLC$2.0M1
142Corient Private Wealth LLC$2.0M1
143Allspring Global Investments Holdings, LLC$1.9M1
144Vanguard Investments Australia, Ltd.$1.9M1
145COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.9M1
146OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.8M1
147NLB Skladi, upravljanje premozenja, d.o.o.$1.6M1
148CITIGROUP INC$1.5M1
149Elo Mutual Pension Insurance Co$1.5M1
150MML INVESTORS SERVICES, LLC$1.5M1
151ALPS ADVISORS INC$1.5M1
152BENJAMIN EDWARDS INC$1.5M1
153Rithm Capital Corp.$1.4M1
154Smith Group Asset Management, LLC$1.3M1
155WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.3M1
156FIRST MANHATTAN CO. LLC.$1.3M1
157CWM, LLC$1.3M1
158VIRTUS ADVISERS, LLC$1.3M1
159Pathstone Holdings, LLC$1.3M1
160Pictet Asset Management Holding SA$1.3M1
161Moran Wealth Management, LLC$1.2M1
162Equitable Holdings, Inc.$1.2M1
163ProShare Advisors LLC$1.2M1
164Alessandra Capital Management, LLC$1.2M1
165Gibbs Wealth Management$1.2M1
166JENNISON ASSOCIATES LLC$1.2M1
167Lido Advisors, LLC$1.1M1
168Maryland State Retirement & Pension System$1.1M1
169CREDIT AGRICOLE S A$1.1M1
170Atria Investments, Inc$1.1M1
171Amundi$1.1M1
172Ashton Thomas Private Wealth, LLC$1.1M1
173Belpointe Asset Management LLC$1.0M1
174AMI ASSET MANAGEMENT CORP$1.0M1
175Total Wealth Planning & Management, Inc.$1.0M1
176Entruity Wealth, LLC$1.0M1
177BANK OF MONTREAL /CAN/$964K1
178QRG CAPITAL MANAGEMENT, INC.$957K1
179FULTON BANK, N.A.$938K1
180Horizon Investment Services, LLC$922K1
181Cambria Investment Management, L.P.$904K1
182OP Asset Management Ltd$891K1
183MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$884K1
184TRUIST FINANCIAL CORP$876K1
185XPONANCE LLC$847K1
186HighTower Advisors, LLC$818K1
187IMC-Chicago, LLC$785K1
188LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$776K1
189PFG Investments, LLC$766K1
190J.W. COLE ADVISORS, INC.$736K1
191BLAIR WILLIAM & CO/IL$734K1
192Portside Wealth Group, LLC$732K1
193Swiss Life Asset Management Ltd$723K1
194Fox Hill Wealth Management$696K1
195COMMONWEALTH EQUITY SERVICES, LLC$683K1
196FIDUCIARY TRUST CO$677K1
197Ameritas Investment Partners, Inc.$634K1
198Legato Capital Management LLC$626K1
199Tower Research Capital LLC (TRC)$594K1
200CANADA PENSION PLAN INVESTMENT BOARD$572K1
201Quadrature Capital Ltd$555K1
202Gateway Wealth Partners, LLC$554K1
203Rockefeller Capital Management L.P.$544K1
204Uncommon Cents Investing LLC$538K1
205Keebeck Wealth Management$531K1
206M&T BANK CORP$520K1
207Inspire Investing, LLC$513K1
208SILVER OAK SECURITIES, INCORPORATED$508K1
209MEEDER ASSET MANAGEMENT INC$501K1
210SIMON QUICK ADVISORS, LLC$491K1
211BALYASNY ASSET MANAGEMENT L.P.$489K1
212Blue Trust, Inc.$480K1
213Cerity Partners LLC$475K1
214Corus Family Wealth Advisors$452K1
215SIMPLEX TRADING, LLC$445K1
216Northwest & Ethical Investments L.P.$441K1
217Vise Technologies, Inc.$440K1
218Sanctuary Advisors, LLC$431K1
219Balboa Wealth Partners$427K1
220Apollon Wealth Management, LLC$418K1
221Vanguard Personalized Indexing Management, LLC$414K1
222CIBC Bancorp USA Inc.$409K1
223Kestra Advisory Services, LLC$407K1
224PFW Advisors LLC$407K1
225Mariner, LLC$396K1
226Abel Hall, LLC$391K1
227Crossmark Global Holdings, Inc.$391K1
228COMMERCE BANK$373K1
229Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$358K1
230CAPSTONE INVESTMENT ADVISORS, LLC$351K1
231Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$348K1
232O'SHAUGHNESSY ASSET MANAGEMENT, LLC$346K1
233Kassira Wealth Management LLC$338K1
234CIBC WORLD MARKET INC.$329K1
235PROFUND ADVISORS LLC$329K1
236Inspire Advisors, LLC$322K1
237NORDEN GROUP LLC$322K1
238COLUMBIA ADVISORY PARTNERS LLC$322K1
239JANE STREET GROUP, LLC$317K1
240Stratos Wealth Partners, LTD.$314K1
241PRINCIPAL SECURITIES, INC.$312K1
242US BANCORP \DE\$312K1
243PIAR LLC$300K1
244Whalen Wealth Management Inc.$298K1
245Caprock Group, LLC$290K1
246Independent Family Office, LLC$286K1
247VICTORY FINANCIAL GROUP, LLC$285K1
248EP Wealth Advisors, LLC$284K1
249Brooklyn Investment Group$283K1
250KESTRA PRIVATE WEALTH SERVICES, LLC$282K1
251EVERGREEN CAPITAL MANAGEMENT LLC$282K1
252GTS SECURITIES LLC$274K1
253PINNACLE ASSOCIATES LTD$274K1
254Pinnacle Wealth Management Advisory Group, LLC$274K1
255Truvestments Capital LLC$273K1
256Apeiron RIA LLC$273K1
257CITIZENS FINANCIAL GROUP INC/RI$269K1
258SHELTON CAPITAL MANAGEMENT$263K1
259LEVEL FOUR ADVISORY SERVICES, LLC$259K1
260Gallacher Capital Management LLC$259K1
261Silver Coast Investments LLC$257K1
262SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$254K1
263Arcus Capital Partners, LLC$252K1
264MIRABELLA FINANCIAL SERVICES LLP$251K1
265Private Advisor Group, LLC$249K1
266Round Rock Advisors LLC$248K1
267Envestnet Portfolio Solutions, Inc.$240K1
268Measured Wealth Private Client Group, LLC$237K1
269denkapparat Operations GmbH$235K1
270Csenge Advisory Group$233K1
271Bayforest Capital Ltd$233K1
272Brevan Howard Capital Management LP$232K1
273CIBC Asset Management Inc$230K1
274HOHIMER WEALTH MANAGEMENT, LLC$225K1
275Legacy Advisors, LLC$224K1
276Sowell Financial Services LLC$223K1
277GUGGENHEIM CAPITAL LLC$223K1
278GREAT VALLEY ADVISOR GROUP, INC.$223K1
279State of Wyoming$222K1
280Savant Capital, LLC$218K1
281Parkside Financial Bank & Trust$216K1
282Prudent Man Advisors, LLC$209K1
283Sequoia Financial Advisors, LLC$202K1
284XTX Topco Ltd$201K1
285CASTLEARK MANAGEMENT LLC$199K1
286Pinnacle Wealth Planning Services, Inc.$189K1
287Smartleaf Asset Management LLC$122K1
288Allworth Financial LP$116K1
289EXCHANGE TRADED CONCEPTS, LLC$106K1
290CENTRAL TRUST Co$87.0K1
291Salomon & Ludwin, LLC$86.3K1
292ASSETMARK, INC$83.0K1
293QUADRANT CAPITAL GROUP LLC$73.0K1
294Arax Advisory Partners$68.3K1
295OSTERWEIS CAPITAL MANAGEMENT INC$61.7K1
296SALEM INVESTMENT COUNSELORS INC$40.8K1
297NOMURA ASSET MANAGEMENT CO LTD$40.1K1
298UMB Bank, n.a.$37.5K1
299ALGERT GLOBAL LLC$36.8K1
300Kemnay Advisory Services Inc.$34.9K1
301Crewe Advisors LLC$32.3K1
302Destiny Wealth Partners, LLC$30.8K1
303Federation des caisses Desjardins du Quebec$28.6K1
304MATHER GROUP, LLC.$24.7K1
305Kilter Group LLC$23.5K1
306Keating Financial Advisory Services, Inc.$21.0K1
307SIGNATUREFD, LLC$20.5K1
308Mitsubishi UFJ Asset Management Co., Ltd.$19.3K1
309Clearstead Advisors, LLC$14.8K1
310Hilton Head Capital Partners, LLC$14.3K1
311STANCE CAPITAL LLC$14.2K1
312Private Wealth Management Group, LLC$11.7K1
313GROUP ONE TRADING LLC$11.3K1
314NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$11.3K1
315ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$9.4K1
316WPG Advisers, LLC$9.2K1
317C M BIDWELL & ASSOCIATES LTD$8.6K1
318CVA Family Office, LLC$8.4K1
319GLOBEFLEX CAPITAL L P$7.4K1
320Bell Investment Advisors, Inc$7.3K1
321CANADA LIFE ASSURANCE Co$6.7K1
322JFS WEALTH ADVISORS, LLC$6.0K1
323Stone House Investment Management, LLC$5.4K1
324Investors Portfolio Services LLC$5.3K1
325THRIVENT FINANCIAL FOR LUTHERANS$5.2K1
326LORD, ABBETT & CO. LLC$4.5K1
327Cassaday & Co Wealth Management LLC$4.4K1
328State of Alaska, Department of Revenue$4.2K1
329Steward Partners Investment Advisory, LLC$4.1K1
330Manchester Capital Management LLC$3.3K1
331Financial Network Wealth Advisors LLC$3.2K1
332Altshuler Shaham Ltd$3.0K1
333Raleigh Capital Management Inc.$2.6K1
334MAI Capital Management$2.4K1
335Rakuten Securities, Inc.$2.4K1
336ARMSTRONG ADVISORY GROUP, INC$2.1K1
337TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.9K1
338DiNuzzo Private Wealth, Inc.$1.7K1
339NATIXIS ADVISORS, LLC$1.5K1
340TOTH FINANCIAL ADVISORY CORP$1.4K1
341SJS Investment Consulting Inc.$1.4K1
342South Dakota Investment Council$1.1K1
343Rialto Wealth Management, LLC$1.0K1
344Ankerstar Wealth, LLC$8591
345GILPIN WEALTH MANAGEMENT, LLC$8591
346Quarry LP$8581
347Virtu Financial LLC$7181
348True Wealth Design, LLC$7161
349Godfrey Financial Associates, Inc.$7151
350Summit Global Investments$6431
351Breakwater Investment Management$5731
352Vermillion Wealth Management, Inc.$5721
353HFM Investment Advisors, LLC$5721
354Penserra Capital Management LLC$5481
355Vestcor Inc$4841
356Prestige Wealth Management Group LLC$4301
357Abound Wealth Management$4301
358PARK AVENUE SECURITIES LLC$3621
359GSA CAPITAL PARTNERS LLP$3531
360Frazier Financial Advisors, LLC$2871
361Larson Financial Group LLC$2861
362Intentional Wealth Strategies, LLC$2861
363KBC Group NV$2611
364ACADIAN ASSET MANAGEMENT LLC$1931
365HAZLETT, BURT & WATSON, INC.$1351
366Matrix Trust Co$231
367Smithfield Trust Co$211
368VANGUARD GROUP INC— value not disclosed1
369BAILARD, INC.— value not disclosed1
370HARBOUR INVESTMENTS, INC.— value not disclosed1
371COMERICA BANK— value not disclosed1
372VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
373CIBC WORLD MARKETS CORP— value not disclosed1
374Asset Management One Co., Ltd.— value not disclosed1
375TWO SIGMA INVESTMENTS, LP— value not disclosed1
376CIBC Private Wealth Group LLC— value not disclosed1
377Grantham, Mayo, Van Otterloo & Co. LLC— value not disclosed1
378Weiss Asset Management LP— value not disclosed1
379NORGES BANK— value not disclosed1
380Boston Partners— value not disclosed1
381Walleye Trading LLC— value not disclosed1
382WBI INVESTMENTS, LLC— value not disclosed1
383TWO SIGMA SECURITIES, LLC— value not disclosed1
384Convergence Investment Partners, LLC— value not disclosed1
385TWO SIGMA ADVISERS, LP— value not disclosed1
386Daiwa Securities Group Inc.— value not disclosed1
387Edgestream Partners, L.P.— value not disclosed1
388HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND— value not disclosed1
389Encompass Capital Advisors LLC— value not disclosed1
390Focus Partners Wealth— value not disclosed1
391Incline Global Management LLC— value not disclosed1
392Camelot Portfolios, LLC— value not disclosed1
393Interval Partners, LP— value not disclosed1
394Arosa Capital Management LP— value not disclosed1
395Engineers Gate Manager LP— value not disclosed1
396Versor Investments LP— value not disclosed1
397Coastal Bridge Advisors, LLC— value not disclosed1
398Oliver Luxxe Assets LLC— value not disclosed1
399Counterpoint Mutual Funds LLC— value not disclosed1
400McIlrath & Eck, LLC— value not disclosed1
401DV Trading LLC— value not disclosed1
402CreativeOne Wealth, LLC— value not disclosed1
403AIGEN INVESTMENT MANAGEMENT, LP— value not disclosed1
404FORA Capital, LLC— value not disclosed1
405Global Retirement Partners, LLC— value not disclosed1
406NKCFO LLC— value not disclosed1
407Cinctive Capital Management LP— value not disclosed1
408QP WEALTH MANAGEMENT, LLC— value not disclosed1
409INCEPTIONR LLC— value not disclosed1
410Polar Capital Holdings Plc— value not disclosed1
411Optiver Holding B.V.— value not disclosed1
412AlphaQuest LLC— value not disclosed1
413Forum Financial Management, LP— value not disclosed1
414SageView Advisory Group, LLC— value not disclosed1
415Signature Resources Capital Management, LLC— value not disclosed1
416Dunhill Financial, LLC— value not disclosed1
417Vinva Investment Management Ltd— value not disclosed1
418Polymer Capital Management (US) LLC— value not disclosed1
419Freestone Grove Partners LP— value not disclosed1
420Scientech Research LLC— value not disclosed1
421American Capital Advisory, LLC— value not disclosed1
422Fieldview Capital Management, LLC— value not disclosed1
423Maridea Wealth Management LLC— value not disclosed1
424Greenline Wealth Management LLC— value not disclosed1
Truncated by Public Filings. Every one of the 367 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 / 5 sell
Congress net ($ bound)−$74.0K to $10.0K
Filers net (actions)not in build
Filers net ($ 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 PRIM

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for PRIM · financials and macro

Financials — as filed PLANNED

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