Public record / Tickers / R

R — RYDER SYSTEM INC†

Both disclosure regimes on one name: who in Congress filed about R, 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
7
all PTR rows naming R
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
01-03
filed 2023-01-03
13F holders
451
top-451 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

Virginia Foxx · $15.0K–$50.0K

BUY · traded 2022-03-28 → filed 2023-01-03. Ranked over every R row by the provable lower bound, never a point estimate.

No member disclosed R 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.

3 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

No dated R 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 R · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning R
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-01-03Virginia Foxx R–NC-5BUY JT (jointly owned)Traded 2022-03-28 LATE·281d$15K–$50K
2022-05-04Virginia Foxx R–NC-5SELL JT (jointly owned)Traded 04-08 +26d$15K–$50K
2022-04-05Virginia Foxx R–NC-5BUY JT (jointly owned)Traded 2021-03-28 LATE·373d$15K–$50K
2021-10-06Marie Newman D–IL-3BUY SP (spouse-owned)Traded 09-07 +29d$15K–$50K
2021-04-15Marie Newman D–IL-3SELL JT (jointly owned)Traded 03-19 +27d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 7 ↗

Members active in R

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

No member disclosed R in the trailing 12 months.

Congress ↔ notable managers · R

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 Bridgewater Associates $473K held

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

Merged timeline of congressional filings and notable-manager moves on R
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+92,714 sh
2026-05-15Bridgewater Associates 13FTRIM−2,610 sh
2026-05-14Caxton Associates 13FNEW+6,889 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 R for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$827M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$562M1
3STATE STREET CORP$380M1
4WELLINGTON MANAGEMENT GROUP LLP$356M1
5VANGUARD CAPITAL MANAGEMENT LLC$336M1
6DIMENSIONAL FUND ADVISORS LP$332M1
7EARNEST PARTNERS LLC$311M1
8FIRST TRUST ADVISORS LP$207M1
9AMERICAN CENTURY COMPANIES INC$184M1
10BANK OF AMERICA CORP /DE/$160M1
11FULLER & THALER ASSET MANAGEMENT, INC.$155M1
12AQR CAPITAL MANAGEMENT LLC$149M1
13SEI INVESTMENTS CO$146M1
14Orbis Allan Gray Ltd$146M1
15FMR LLC$132M1
16MORGAN STANLEY$113M1
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC$97.3M1
18NORTHERN TRUST CORP$82.5M1
19JACOBS LEVY EQUITY MANAGEMENT, INC$73.1M1
20VICTORY CAPITAL MANAGEMENT INC$64.4M1
21UBS Group AG$63.5M1
22NewEdge Wealth, LLC$56.9M1
23Gotham Asset Management, LLC$52.1M1
24VANGUARD FIDUCIARY TRUST CO$49.3M1
25Invesco Ltd.$40.1M1
26ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$39.8M1
27FRANKLIN RESOURCES INC$30.3M1
28ProShare Advisors LLC$27.2M1
29UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$24.8M1
30PACIFIC HEIGHTS ASSET MANAGEMENT LLC$20.5M1
31CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$18.9M1
32Nuveen, LLC$18.8M1
33PRINCIPAL FINANCIAL GROUP INC$18.0M1
34Universal- Beteiligungs- und Servicegesellschaft mbH$17.1M1
35WELLS FARGO & COMPANY/MN$17.0M1
36Swiss National Bank$16.3M1
37HANCOCK WHITNEY CORP$15.2M1
38Retirement Systems of Alabama$14.7M1
39Legal & General Group Plc$13.6M1
40ENVESTNET ASSET MANAGEMENT INC$13.4M1
41BARCLAYS PLC$13.2M1
42Quantinno Capital Management LP$12.8M1
43Nippon Life Global Investors Americas, Inc.$10.0M1
44STATE OF WISCONSIN INVESTMENT BOARD$10.0M1
45ALLIANCEBERNSTEIN L.P.$9.5M1
46Mitsubishi UFJ Trust & Banking Corp$9.4M1
47RAYMOND JAMES FINANCIAL INC$9.4M1
48Allworth Financial LP$9.4M1
49Edgestream Partners, L.P.$9.2M1
50Cambria Investment Management, L.P.$9.1M1
51INTECH INVESTMENT MANAGEMENT LLC$8.5M1
52MILLENNIUM MANAGEMENT LLC$8.1M1
53XTX Topco Ltd$8.0M1
54VANGUARD ASSET MANAGEMENT, Ltd$7.7M1
55Creative Planning$7.3M1
56Phocas Financial Corp.$7.2M1
57MERCER GLOBAL ADVISORS INC /ADV$6.8M1
58Vanguard Global Advisers, LLC$6.6M1
59MACKENZIE FINANCIAL CORP$6.5M1
60Squarepoint Ops LLC$6.2M1
61VOYA INVESTMENT MANAGEMENT LLC$6.2M1
62PRUDENTIAL FINANCIAL INC$6.2M1
63GUGGENHEIM CAPITAL LLC$6.0M1
64Riverview Capital Advisers, LLC$6.0M1
65Hudson Bay Capital Management LP$5.8M1
66Allianz Asset Management GmbH$5.8M1
67CITIGROUP INC$5.8M1
68STIFEL FINANCIAL CORP$5.7M1
69MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.7M1
70Decker Wealth Management LLC$5.7M1
71Composition Wealth, LLC$5.6M1
72HSBC HOLDINGS PLC$5.6M1
73NewEdge Advisors, LLC$5.5M1
74Truvestments Capital LLC$5.4M1
75LPL Financial LLC$5.4M1
76D. E. Shaw & Co., Inc.$5.3M1
77FIFTH THIRD BANCORP$5.2M1
78Meiji Yasuda Asset Management Co Ltd.$5.0M1
79ROYAL BANK OF CANADA$4.8M1
80STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$4.7M1
81CITADEL ADVISORS LLC$4.5M1
82TRUIST FINANCIAL CORP$4.4M1
83Cetera Investment Advisers$4.4M1
84Engineers Gate Manager LP$4.3M1
85NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$3.8M1
86Vectors Research Management, LLC$3.8M1
87FEDERATED HERMES, INC.$3.8M1
88Janus Henderson Group Ltd.$3.7M1
89DEUTSCHE BANK AG\$3.6M1
90Community Bank of Raymore$3.4M1
91Private Advisor Group, LLC$3.4M1
92Ameritas Investment Partners, Inc.$3.4M1
93BNP Paribas Asset Management Holding S.A.$3.3M1
94SEB Asset Management AB$3.3M1
95MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.1M1
96Zurcher Kantonalbank (Zurich Cantonalbank)$3.0M1
97O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.9M1
98COMMONWEALTH EQUITY SERVICES, LLC$2.9M1
99COURIER CAPITAL LLC$2.8M1
100Asset Management One Co., Ltd.$2.7M1
101State of New Jersey Common Pension Fund D$2.7M1
102JAMES INVESTMENT RESEARCH, INC.$2.6M1
103Trexquant Investment LP$2.6M1
104Brevan Howard Capital Management LP$2.6M1
105Forty-three Eighteen Advisors, LLC$2.6M1
106Crossmark Global Holdings, Inc.$2.6M1
107CREDIT AGRICOLE S A$2.5M1
108Linden Thomas Advisory Services, LLC$2.5M1
109Amundi$2.4M1
110Arizona State Retirement System$2.3M1
111Great Diamond Partners, LLC$2.3M1
112Y-Intercept (Hong Kong) Ltd$2.2M1
113Vanguard Personalized Indexing Management, LLC$2.2M1
114BAILARD, INC.$2.1M1
115Fieldview Capital Management, LLC$2.1M1
116Vanguard Investments Australia, Ltd.$2.0M1
117COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.0M1
118TEACHER RETIREMENT SYSTEM OF TEXAS$2.0M1
119Oak Thistle LLC$2.0M1
120VOLORIDGE INVESTMENT MANAGEMENT, LLC$2.0M1
121STATE OF MICHIGAN RETIREMENT SYSTEM$2.0M1
122Focus Partners Wealth$1.9M1
123HighTower Advisors, LLC$1.9M1
124Baird Financial Group, Inc.$1.9M1
125OPPENHEIMER ASSET MANAGEMENT INC.$1.9M1
126LAZARD ASSET MANAGEMENT LLC$1.9M1
127WORLDQUANT MILLENNIUM ADVISORS LLC$1.9M1
128Richard Bernstein Advisors LLC$1.8M1
129NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.8M1
130WHITEBOX ADVISORS LLC$1.8M1
131CROBAN$1.7M1
132HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.7M1
133OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.7M1
134SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$1.7M1
135Buckley Wealth Management, LLC$1.7M1
136Corient Private Wealth LLC$1.6M1
137SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.5M1
138AXQ CAPITAL, LP$1.5M1
139PANAGORA ASSET MANAGEMENT INC$1.5M1
140Ensign Peak Advisors, Inc$1.5M1
141Numerai GP LLC$1.5M1
142RITHOLTZ WEALTH MANAGEMENT$1.5M1
143CAXTON ASSOCIATES LLP$1.4M1
144Rockefeller Capital Management L.P.$1.4M1
145TWO SIGMA INVESTMENTS, LP$1.4M1
146US BANCORP \DE\$1.4M1
147Calamos Advisors LLC$1.4M1
148Calamos Wealth Management LLC$1.4M1
149Pathstone Holdings, LLC$1.3M1
150Pictet Asset Management Holding SA$1.3M1
151Quadrature Capital Ltd$1.3M1
152Tidal Investments LLC$1.2M1
153Cerity Partners LLC$1.2M1
154denkapparat Operations GmbH$1.2M1
155Measured Wealth Private Client Group, LLC$1.2M1
156BANK OF MONTREAL /CAN/$1.2M1
157LECAP ASSET MANAGEMENT LTD$1.2M1
158WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.1M1
159Blue Trust, Inc.$1.1M1
160TCM Advisors, LLC$1.1M1
161QUADRANT CAPITAL GROUP LLC$1.0M1
162OSAIC HOLDINGS, INC.$1.0M1
163XPONANCE LLC$1.0M1
164NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.0M1
165Illinois Municipal Retirement Fund$1.0M1
166Investors Research Corp$1.0M1
167AE Wealth Management LLC$974K1
168Lido Advisors, LLC$950K1
169DAVENPORT & Co LLC$904K1
170COMMERCE BANK$902K1
171Independent Advisor Alliance$881K1
172SummerHaven Investment Management, LLC$877K1
173CMH Wealth Management LLC$873K1
174Kingdom Financial Group LLC.$855K1
175QRG CAPITAL MANAGEMENT, INC.$836K1
176INTRUST BANK NA$836K1
177Sanctuary Advisors, LLC$825K1
178Graham Capital Management, L.P.$805K1
179NISSAY ASSET MANAGEMENT CORP /JAPAN$798K1
180Vinva Investment Management Ltd$767K1
181&PARTNERS$720K1
182Inspire Investing, LLC$716K1
183Abacus Planning Group, Inc.$711K1
184DRW Securities, LLC$699K1
185Triad Wealth Partners, LLC$668K1
186KESTRA PRIVATE WEALTH SERVICES, LLC$664K1
187Empowered Funds, LLC$663K1
188KING LUTHER CAPITAL MANAGEMENT CORP$637K1
189Principle Wealth Partners LLC$636K1
190MONETA GROUP INVESTMENT ADVISORS LLC$636K1
191Vident Advisory, LLC$620K1
192SECURIAN ASSET MANAGEMENT, INC$602K1
193Callan Family Office, LLC$601K1
194State of Wyoming$600K1
195Verdence Capital Advisors LLC$592K1
196Wealth Management Associates, Inc.$581K1
197MML INVESTORS SERVICES, LLC$579K1
198GREENLEAF TRUST$578K1
199Federation des caisses Desjardins du Quebec$576K1
200Atria Investments, Inc$576K1
201Beverly Hills Private Wealth, LLC$570K1
202My Portfolio Guide, LLC$554K1
203Jefferies Financial Group Inc.$545K1
204Merit Financial Group, LLC$543K1
205Quantum Portfolio Management LLC$525K1
206Total Wealth Planning & Management, Inc.$523K1
207Daiwa Securities Group Inc.$508K1
208Swiss Life Asset Management Ltd$503K1
209Symphony Financial, Ltd. Co.$499K1
210Watershed Asset Management, L.L.C.$496K1
211CIBC WORLD MARKET INC.$477K1
212Sequoia Financial Advisors, LLC$476K1
213DENALI ADVISORS LLC$475K1
214GATEWAY INVESTMENT ADVISERS LLC$474K1
215Bridgewater Associates, LP$473K1
216Tower Research Capital LLC (TRC)$473K1
217CWM, LLC$469K1
218Sowell Financial Services LLC$469K1
219SAX WEALTH ADVISORS, LLC$455K1
220BROWN ADVISORY INC$450K1
221Utah Retirement Systems$435K1
222M&T BANK CORP$430K1
223CLEAR INVESTMENT RESEARCH, LLC$429K1
224Equitable Holdings, Inc.$428K1
225Brooklyn Investment Group$428K1
226JANE STREET GROUP, LLC$423K1
227Bridgefront Capital, LLC$421K1
228Harvest Investment Services, LLC$419K1
229CHILDRESS CAPITAL ADVISORS, LLC$409K1
230CI INVESTMENTS INC.$398K1
231Maryland State Retirement & Pension System$398K1
232Exit Wealth Advisors, LLC.$398K1
233Bannerstone Capital Management, LLC$390K1
234HB Wealth Management, LLC$389K1
235BURNEY CO/$389K1
236EntryPoint Capital, LLC$385K1
237COLDSTREAM CAPITAL MANAGEMENT INC$372K1
238Orion Porfolio Solutions, LLC$370K1
239Caprock Group, LLC$364K1
240Range Financial Group LLC$356K1
241Laird Norton Wetherby Trust Company, LLC$351K1
242SCHRODER INVESTMENT MANAGEMENT GROUP$343K1
243Qsemble Capital Management, LP$340K1
244BOOTHBAY FUND MANAGEMENT, LLC$338K1
245Bay Capital Advisors, LLC$337K1
246Aljian Capital Management, LLC$336K1
247Summit Trail Advisors, LLC$334K1
248LEIGH BALDWIN & CO., LLC$333K1
249Stratos Wealth Partners, LTD.$327K1
250RHS Financial, LLC$325K1
251SUMMIT WEALTH GROUP LLC / CO$324K1
252Vise Technologies, Inc.$321K1
253BLAIR WILLIAM & CO/IL$320K1
254Retirement Planning Group, LLC$320K1
255Index Technologies Group LLC$320K1
256Ballentine Partners, LLC$315K1
257INCEPTIONR LLC$311K1
258Elser Financial Planning, Inc$307K1
259Polymer Capital Management (US) LLC$299K1
260TCFG WEALTH MANAGEMENT, LLC$293K1
261TCFG Investment Advisors, LLC$293K1
262Compound Planning, Inc.$289K1
263Ashton Thomas Private Wealth, LLC$287K1
264SHELTON CAPITAL MANAGEMENT$278K1
265Elevated Financial Group LLC$278K1
266Counterpoint Mutual Funds LLC$277K1
267MGO ONE SEVEN LLC$262K1
268FLYNN ZITO CAPITAL MANAGEMENT, LLC$262K1
269NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$259K1
270CIBC Asset Management Inc$257K1
271KEYBANK NATIONAL ASSOCIATION/OH$256K1
272SAGESPRING WEALTH PARTNERS, LLC$254K1
273UNITED CAPITAL FINANCIAL ADVISORS, LLC$253K1
274MATHER GROUP, LLC.$252K1
275Sterling Wealth Management, Inc.$252K1
276Mills Wealth Advisors LLC$246K1
277Aster Capital Management (DIFC) Ltd$242K1
278Rafferty Asset Management, LLC$242K1
279North Dakota State Investment Board$235K1
280Savant Capital, LLC$232K1
281Three Seasons Wealth, LLC$232K1
282Smartleaf Asset Management LLC$220K1
283SteelPeak Wealth, LLC$210K1
284Wealthfront Advisers LLC$205K1
285Plan Group Financial, LLC$204K1
286Vestmark Advisory Solutions, Inc.$203K1
287Wedmont Private Capital$203K1
288Swisher Financial Concepts, Inc.$201K1
289Pinnacle Wealth Planning Services, Inc.$192K1
290Advisors Asset Management, Inc.$173K1
291Walleye Capital LLC$167K1
292NOMURA ASSET MANAGEMENT CO LTD$151K1
293Parkside Financial Bank & Trust$150K1
294SIGNATUREFD, LLC$147K1
295TD Waterhouse Canada Inc.$140K1
296EXCHANGE TRADED CONCEPTS, LLC$138K1
297PARADIGM ASSET MANAGEMENT CO LLC$123K1
298Westfuller Advisors, LLC$122K1
299UMB Bank, n.a.$105K1
300Curat Global, LLC$77.8K1
301Bayforest Capital Ltd$75.7K1
302Harbor Asset Planning, Inc.$75.5K1
303Wellington Grp LLC$72.7K1
304Quarry LP$70.8K1
305SIMPLEX TRADING, LLC$63.3K1
306MONTAG A & ASSOCIATES INC$61.4K1
307BEACON INVESTMENT ADVISORY SERVICES, INC.$59.4K1
308ASSETMARK, INC$57.9K1
309Deseret Mutual Benefit Administrators$52.2K1
310MAI Capital Management$45.9K1
311Elevated Capital Advisors, LLC$44.4K1
312NATIXIS ADVISORS, LLC$35.7K1
313WOLFF WIESE MAGANA LLC$34.8K1
314Arax Advisory Partners$32.1K1
315Community Financial Services Group, LLC$30.2K1
316Steward Partners Investment Advisory, LLC$28.5K1
3171 NORTH WEALTH SERVICES LLC$24.2K1
318Private Wealth Management Group, LLC$24.2K1
319Clearstead Advisors, LLC$24.0K1
320Treasurer of the State of North Carolina$23.3K1
321Grove Bank & Trust$21.9K1
322SJS Investment Consulting Inc.$21.9K1
323CONTRAVISORY INVESTMENT MANAGEMENT, INC.$21.5K1
324IFG Advisory, LLC$20.7K1
325SITTNER & NELSON, LLC$20.5K1
326WPG Advisers, LLC$18.6K1
327Keating Financial Advisory Services, Inc.$18.4K1
328THRIVENT FINANCIAL FOR LUTHERANS$17.4K1
329JONES FINANCIAL COMPANIES LLLP$15.4K1
330MEEDER ASSET MANAGEMENT INC$14.9K1
331Salomon & Ludwin, LLC$14.8K1
332Vermillion Wealth Management, Inc.$14.5K1
333JPL Wealth Management, LLC$13.3K1
334CVA Family Office, LLC$12.7K1
335ALGERT GLOBAL LLC$12.3K1
336MCF Advisors LLC$12.3K1
337Mitsubishi UFJ Asset Management Co., Ltd.$11.1K1
338HRT FINANCIAL LP$9.6K1
339COUNTRY TRUST BANK$9.2K1
340Eurizon Capital SGR S.p.A.$8.7K1
341Geneos Wealth Management Inc.$8.4K1
342JFS WEALTH ADVISORS, LLC$8.4K1
343Cetera Trust Company, N.A$8.4K1
344FINANCIAL CONSULATE, INC$8.0K1
345Sachetta, LLC$8.0K1
346PFS Partners, LLC$6.9K1
347Signature Equity Partners, LLC$6.8K1
348AMERIFLEX GROUP, INC.$5.9K1
349CANADA LIFE ASSURANCE Co$5.4K1
350Annis Gardner Whiting Capital Advisors, LLC$5.3K1
351Spire Wealth Management$5.3K1
352ELEVATION WEALTH PARTNERS, LLC$4.9K1
353Bell Investment Advisors, Inc$4.1K1
354Murphy & Mullick Capital Management Corp$4.1K1
355Addison Advisors LLC$3.7K1
356Rialto Wealth Management, LLC$3.5K1
357Quaker Wealth Management, LLC$3.3K1
358Intentional Wealth Strategies, LLC$3.1K1
359Physician Wealth Advisors, Inc.$2.9K1
360True Wealth Design, LLC$2.9K1
361HHM Wealth Advisors, LLC$2.7K1
362Godfrey Financial Associates, Inc.$2.5K1
363TD Capital Management LLC$2.3K1
364DiNuzzo Private Wealth, Inc.$2.3K1
365Manchester Capital Management LLC$1.6K1
366PICTON MAHONEY ASSET MANAGEMENT$1.6K1
367Beaird Harris Wealth Management, LLC$1.6K1
368Prestige Wealth Management Group LLC$1.4K1
369DekaBank Deutsche Girozentrale$1.4K1
370Quest 10 Wealth Builders, Inc.$1.2K1
371ACADIAN ASSET MANAGEMENT LLC$1.0K1
372Cromwell Holdings LLC$1.0K1
373Investors Portfolio Services LLC$9071
374PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$8481
375HFM Investment Advisors, LLC$8191
376Key Capital Management, INC$8191
377Transamerica Financial Advisors, LLC$8181
378State of Alaska, Department of Revenue$8001
379Larson Financial Group LLC$7431
380Vestcor Inc$7281
381DecisionPoint Financial, LLC$6151
382Frazier Financial Advisors, LLC$6151
383American Capital Advisory, LLC$4101
384SHP Wealth Management$4091
385Kentucky Retirement Systems$3201
386KBC Group NV$2681
387PARK AVENUE SECURITIES LLC$2641
388GHP Investment Advisors, Inc.$2051
389TFC Financial Management, Inc.$2051
390Smithfield Trust Co$1141
391Employees Retirement System of Texas$451
392Raleigh Capital Management Inc.$421
393Avion Wealth$11
394BANK OF NOVA SCOTIA— value not disclosed1
395CENTRAL TRUST Co— value not disclosed1
396VANGUARD GROUP INC— value not disclosed1
397GLENMEDE TRUST CO NA— value not disclosed1
398HARBOUR INVESTMENTS, INC.— value not disclosed1
399Brandywine Global Investment Management, LLC— value not disclosed1
400COMERICA BANK— value not disclosed1
401ROYCE & ASSOCIATES LP— value not disclosed1
402NATIONAL BANK OF CANADA /FI/— value not disclosed1
403TORONTO DOMINION BANK— value not disclosed1
404VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
405CSS LLC/IL— value not disclosed1
406EASTERN BANK— value not disclosed1
407BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
408NATIXIS— value not disclosed1
409CANADA PENSION PLAN INVESTMENT BOARD— value not disclosed1
410CIBC Private Wealth Group LLC— value not disclosed1
411Magnetar Financial LLC— value not disclosed1
412Mariner, LLC— value not disclosed1
413NORGES BANK— value not disclosed1
414PRELUDE CAPITAL MANAGEMENT, LLC— value not disclosed1
415Walleye Trading LLC— value not disclosed1
416CAPSTONE INVESTMENT ADVISORS, LLC— value not disclosed1
417TWO SIGMA ADVISERS, LP— value not disclosed1
418Genus Capital Management Inc.— value not disclosed1
419FOX RUN MANAGEMENT, L.L.C.— value not disclosed1
420Skandinaviska Enskilda Banken AB (publ)— value not disclosed1
421FineMark National Bank & Trust— value not disclosed1
422MIRABELLA FINANCIAL SERVICES LLP— value not disclosed1
423Vontobel Holding Ltd.— value not disclosed1
424Connor, Clark & Lunn Investment Management Ltd.— value not disclosed1
425Creegan & Nassoura Financial Group, LLC— value not disclosed1
426Man Group plc— value not disclosed1
427DV Trading LLC— value not disclosed1
428Strategic Family Wealth Counselors, L.L.C.— value not disclosed1
429Global Retirement Partners, LLC— value not disclosed1
430Farringdon Capital, Ltd.— value not disclosed1
431Cynosure Group, LLC— value not disclosed1
432Kestra Advisory Services, LLC— value not disclosed1
433Mach-1 Financial Group, LLC— value not disclosed1
434Focus Partners Advisor Solutions, LLC— value not disclosed1
435AlphaQuest LLC— value not disclosed1
436BROGAN FINANCIAL, INC.— value not disclosed1
437R Squared Ltd— value not disclosed1
438AXXCESS WEALTH MANAGEMENT, LLC— value not disclosed1
439Forum Financial Management, LP— value not disclosed1
440Nilsine Partners, LLC— value not disclosed1
441SageView Advisory Group, LLC— value not disclosed1
442Dunhill Financial, LLC— value not disclosed1
443Passive Capital Management, LLC.— value not disclosed1
444Caitong International Asset Management Co., Ltd— value not disclosed1
445Perbak Capital Partners LLP— value not disclosed1
446Freestone Grove Partners LP— value not disclosed1
447Turning Point Benefit Group, Inc.— value not disclosed1
448nVerses Capital, LLC— value not disclosed1
449May Hill Capital, LLC— value not disclosed1
450OPTIMA CAPITAL LLC— value not disclosed1
451VARCOV Co.— value not disclosed1
Truncated by Public Filings. Every one of the 393 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 R

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for R · financials and macro

Financials — as filed PLANNED

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