Public record / Tickers / RBA

RBA — RB GLOBAL INC.†

Both disclosure regimes on one name: who in Congress filed about RBA, 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
23
all PTR rows naming RBA
Members · 12m
1
1 buys · 2 sells · by trade date
Latest PTR
11-21
filed 2025-11-21
13F holders
487
top-487 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

Greg Gianforte · $100K–$250K

SELL · traded 2019-09-06 → filed 2019-10-01. Ranked over every RBA row by the provable lower bound, never a point estimate.

1 member · 1 buys / 2 sells

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

5 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

5 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. 5 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING RBA · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning RBA
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-11-21Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 06-24 LATE·50d$1K–$15K
2025-04-07Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 03-17 +21d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 23 ↗

Members active in RBA

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing RBA in the trailing 12 months
MemberRowsNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2

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

Congress ↔ notable managers · RBA

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 $4.0M held

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

Merged timeline of congressional filings and notable-manager moves on RBA
DateWhoChangeSize
2026-05-15Bridgewater Associates 13FNEW+42,253 sh
2026-05-15Moore Capital Management 13FTRIM−159,037 sh
2026-05-15Gotham Asset Management 13FTRIM−70,713 sh

3 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of RBA for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$1.5B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.3B1
3MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.1B1
4EdgePoint Investment Group Inc.$845M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$806M1
6FIL Ltd$599M1
7STATE STREET CORP$599M1
8GEODE CAPITAL MANAGEMENT, LLC$485M1
9ROYAL BANK OF CANADA$483M1
10Vontobel Holding Ltd.$424M1
11Janus Henderson Group Ltd.$419M1
12Fiera Capital Corp$353M1
131832 Asset Management L.P.$333M1
14FMR LLC$291M1
15VANGUARD FIDUCIARY TRUST CO$267M1
16BANK OF MONTREAL /CAN/$242M1
17COOKE & BIELER LP$240M1
18ADAGE CAPITAL PARTNERS GP, L.L.C.$217M1
19Boston Partners$211M1
20LAZARD ASSET MANAGEMENT LLC$210M1
21Invesco Ltd.$195M1
22CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$185M1
23RAYMOND JAMES FINANCIAL INC$177M1
24WELLINGTON MANAGEMENT GROUP LLP$168M1
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC$155M1
26MANUFACTURERS LIFE INSURANCE COMPANY, THE$145M1
27BANK OF AMERICA CORP /DE/$139M1
28MACKENZIE FINANCIAL CORP$134M1
29TD ASSET MANAGEMENT INC$126M1
30NORTHERN TRUST CORP$123M1
31RIVERBRIDGE PARTNERS LLC$122M1
32Ancora Advisors LLC$118M1
33SAMLYN CAPITAL, LLC$113M1
34Connor, Clark & Lunn Investment Management Ltd.$108M1
35CIBC Asset Management Inc$103M1
36BAHL & GAYNOR INC$98.4M1
37Bank of New York Mellon Corp$98.4M1
38Legal & General Group Plc$95.9M1
39MORGAN STANLEY$93.0M1
40Vanguard Global Advisers, LLC$78.5M1
41DIMENSIONAL FUND ADVISORS LP$75.3M1
42BW Gestao de Investimentos Ltda.$69.5M1
43Holocene Advisors, LP$66.8M1
44ArrowMark Colorado Holdings LLC$65.0M1
45Swiss National Bank$59.8M1
46CIDEL ASSET MANAGEMENT INC$57.3M1
47BLAIR WILLIAM & CO/IL$54.7M1
48WESTWOOD HOLDINGS GROUP INC$54.5M1
49Nuveen, LLC$51.4M1
50EVENTIDE ASSET MANAGEMENT, LLC$50.6M1
51ROYCE & ASSOCIATES LP$48.0M1
52AMERIPRISE FINANCIAL INC$47.2M1
53BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$46.4M1
54RHUMBLINE ADVISERS$45.3M1
55Allspring Global Investments Holdings, LLC$45.2M1
56Blue Grotto Capital, LLC$43.1M1
57PRINCIPAL FINANCIAL GROUP INC$39.7M1
58UBS Group AG$38.2M1
59HAWK RIDGE CAPITAL MANAGEMENT LP$38.0M1
60Champlain Investment Partners, LLC$35.4M1
61Covalis Capital LLP$34.4M1
62DEUTSCHE BANK AG\$33.4M1
63Walleye Capital LLC$32.7M1
64Retirement Systems of Alabama$32.5M1
65Alyeska Investment Group, L.P.$31.6M1
66NATIONAL BANK OF CANADA /FI/$31.4M1
67Amundi$30.2M1
68VANGUARD ASSET MANAGEMENT, Ltd$30.1M1
69ENVESTNET ASSET MANAGEMENT INC$29.5M1
70SEI INVESTMENTS CO$29.1M1
71Arvin Capital Management LP$28.8M1
72BALYASNY ASSET MANAGEMENT L.P.$27.6M1
73INTACT INVESTMENT MANAGEMENT INC.$26.9M1
74SCHRODER INVESTMENT MANAGEMENT GROUP$25.5M1
75ALLIANCEBERNSTEIN L.P.$25.3M1
76BANK OF NOVA SCOTIA$24.2M1
77UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$23.6M1
78Woodline Partners LP$23.6M1
79CITADEL ADVISORS LLC$23.6M1
80TD Waterhouse Canada Inc.$22.1M1
81ProShare Advisors LLC$21.9M1
82Point72 Asset Management, L.P.$21.7M1
83NICHOLAS COMPANY, INC.$20.2M1
84PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$19.9M1
85Federation des caisses Desjardins du Quebec$19.4M1
86TORONTO DOMINION BANK$18.5M1
87HORIZON KINETICS ASSET MANAGEMENT LLC$17.9M1
88Oasis Management Co Ltd.$17.6M1
89Northwest & Ethical Investments L.P.$16.1M1
90STIFEL FINANCIAL CORP$15.9M1
91LPL Financial LLC$15.4M1
92AVIVA PLC$15.3M1
93OPPENHEIMER ASSET MANAGEMENT INC.$15.1M1
94STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$15.1M1
95MONTRUSCO BOLTON INVESTMENTS INC.$14.9M1
96MOORE CAPITAL MANAGEMENT, LP$14.0M1
97Running Oak Capital LLC$13.7M1
98Gotham Asset Management, LLC$13.5M1
99Onex Canada Asset Management Inc.$12.9M1
100Quantinno Capital Management LP$12.8M1
101WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD$12.7M1
102Korea Investment CORP$12.4M1
103Hillsdale Investment Management Inc.$12.3M1
104PRUDENTIAL FINANCIAL INC$11.5M1
105WELLS FARGO & COMPANY/MN$10.5M1
106Addenda Capital Inc.$10.3M1
107MILLENNIUM MANAGEMENT LLC$9.9M1
108Pictet Asset Management Holding SA$9.8M1
109Sone Capital Management, LLC$9.6M1
110Mawer Investment Management Ltd.$9.6M1
111CIBC WORLD MARKET INC.$9.4M1
112Dundas Partners LLP$9.2M1
113NEW YORK STATE COMMON RETIREMENT FUND$9.2M1
114Vanguard Investments Australia, Ltd.$8.9M1
115MetLife Investment Management, LLC$8.8M1
116Cinctive Capital Management LP$8.8M1
117Aviso Financial Inc.$8.7M1
118K.J. Harrison & Partners Inc$8.5M1
119AGF MANAGEMENT LTD$8.4M1
120Nitorum Capital, L.P.$8.0M1
121Zurcher Kantonalbank (Zurich Cantonalbank)$7.9M1
122APG Asset Management N.V.$7.6M1
123TWO SIGMA INVESTMENTS, LP$7.6M1
124RICE HALL JAMES & ASSOCIATES, LLC$7.0M1
125MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$6.8M1
126Marks Group Wealth Management, Inc$6.4M1
127MidFirst Bank$6.4M1
128BANK OF NOVA SCOTIA TRUST CO$6.3M1
129INTECH INVESTMENT MANAGEMENT LLC$6.2M1
130TECTONIC ADVISORS LLC$5.9M1
131BARCLAYS PLC$5.8M1
132PEREGRINE CAPITAL MANAGEMENT LLC$5.8M1
133FRANKLIN RESOURCES INC$5.6M1
134STATE OF WISCONSIN INVESTMENT BOARD$5.6M1
135Long Road Investment Counsel, LLC$5.6M1
136Cornerstone Advisors, LLC$5.4M1
137YOUSIF CAPITAL MANAGEMENT, LLC$5.4M1
138CITIGROUP INC$5.3M1
139O'SHAUGHNESSY ASSET MANAGEMENT, LLC$5.1M1
140SCOTIA CAPITAL INC.$5.1M1
141PICTON MAHONEY ASSET MANAGEMENT$5.0M1
142AQR CAPITAL MANAGEMENT LLC$4.9M1
143AMERICAN CENTURY COMPANIES INC$4.8M1
144Alberta Investment Management Corp$4.8M1
145KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$4.6M1
146MFF Capital Investments Ltd$4.6M1
147COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.5M1
148Creative Planning$4.4M1
149Lansforsakringar Fondforvaltning AB (publ)$4.4M1
150STATE OF MICHIGAN RETIREMENT SYSTEM$4.3M1
151Man Group plc$4.3M1
152Oliver Luxxe Assets LLC$4.2M1
153Bridgewater Associates, LP$4.0M1
154NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$4.0M1
155OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.7M1
156Blackstone Inc.$3.5M1
157Cetera Investment Advisers$3.4M1
158Atria Investments, Inc$3.3M1
159PALISADE CAPITAL MANAGEMENT, LP$3.3M1
160Ameritas Investment Partners, Inc.$3.3M1
161New Age Alpha Advisors, LLC$3.0M1
162SEB Asset Management AB$3.0M1
163Utah Retirement Systems$2.9M1
164Swiss Life Asset Management Ltd$2.9M1
165FORMULA GROWTH LTD$2.7M1
166ARMSTRONG HENRY H ASSOCIATES INC$2.6M1
1672Xideas AG$2.6M1
168COMMERCE BANK$2.6M1
169Investment Management Corp of Ontario$2.5M1
170HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$2.5M1
171BNP Paribas Asset Management Holding S.A.$2.4M1
172Vanguard Personalized Indexing Management, LLC$2.4M1
173XPONANCE LLC$2.3M1
174BRIDGES INVESTMENT MANAGEMENT INC$2.0M1
175US BANCORP \DE\$2.0M1
176Mariner, LLC$2.0M1
177Corient Private Wealth LLC$2.0M1
178VOYA INVESTMENT MANAGEMENT LLC$2.0M1
179KORNITZER CAPITAL MANAGEMENT INC /KS$1.9M1
180NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$1.9M1
181Y-Intercept (Hong Kong) Ltd$1.8M1
182TRUIST FINANCIAL CORP$1.8M1
183AXQ CAPITAL, LP$1.8M1
184SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.8M1
185STEPHENS INC /AR/$1.7M1
186FIRST TRUST ADVISORS LP$1.7M1
187POSTROCK PARTNERS LLC$1.7M1
188BENJAMIN EDWARDS INC$1.7M1
189Genus Capital Management Inc.$1.7M1
190Zurich Insurance Group Ltd/FI$1.7M1
191JANE STREET GROUP, LLC$1.7M1
192Diversified Trust Co$1.6M1
193Burkett Asset Management Ltd$1.6M1
194Caprock Group, LLC$1.5M1
195MANCHESTER FINANCIAL INC$1.5M1
196Ascent Group, LLC$1.4M1
197PEAK6 LLC$1.4M1
198MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.4M1
199Bank Julius Baer & Co. Ltd, Zurich$1.4M1
200Havemeyer Place LP$1.4M1
201Crossmark Global Holdings, Inc.$1.3M1
202RITHOLTZ WEALTH MANAGEMENT$1.3M1
203PCJ Investment Counsel Ltd.$1.3M1
204SECURIAN ASSET MANAGEMENT, INC$1.3M1
205CAPSTONE INVESTMENT ADVISORS, LLC$1.3M1
206FEDERATED HERMES, INC.$1.3M1
207GUGGENHEIM CAPITAL LLC$1.3M1
208Vestmark Advisory Solutions, Inc.$1.3M1
209Kerrisdale Advisers, LLC$1.2M1
210Avanza Fonder AB$1.2M1
211HighTower Advisors, LLC$1.2M1
212Pathstone Holdings, LLC$1.2M1
213TWIN CAPITAL MANAGEMENT INC$1.1M1
214Daiwa Securities Group Inc.$1.1M1
215Legacy Wealth Asset Management, LLC$1.1M1
216PUBLIC SECTOR PENSION INVESTMENT BOARD$1.1M1
217Avior Wealth Management, LLC$1.1M1
218QUADRANT CAPITAL GROUP LLC$1.1M1
219Invst, LLC$1.1M1
220PERSONAL CFO SOLUTIONS, LLC$1.1M1
221OSAIC HOLDINGS, INC.$1.0M1
222MML INVESTORS SERVICES, LLC$1.0M1
223Coyle Financial Counsel LLC$989K1
224QRG CAPITAL MANAGEMENT, INC.$954K1
225Summit Trail Advisors, LLC$944K1
226ROYAL LONDON ASSET MANAGEMENT LTD$868K1
227Maryland State Retirement & Pension System$864K1
228VICTORY CAPITAL MANAGEMENT INC$832K1
229MERCER GLOBAL ADVISORS INC /ADV$804K1
230Ensign Peak Advisors, Inc$793K1
231Concurrent Investment Advisors, LLC$755K1
232&PARTNERS$746K1
233EXCHANGE TRADED CONCEPTS, LLC$735K1
234Tower Research Capital LLC (TRC)$724K1
235DIVERSIFIED MANAGEMENT INC$684K1
236Osmosis Investment Management UK Ltd$670K1
237MEMBERS WEALTH LLC$669K1
238Pinnacle Financial Partners, Inc.$637K1
239Values First Advisors, Inc.$635K1
240Sanctuary Advisors, LLC$622K1
241Assenagon Asset Management S.A.$621K1
242Dynamic Advisor Solutions LLC$602K1
243Ashton Thomas Private Wealth, LLC$595K1
244SHELTON CAPITAL MANAGEMENT$584K1
245Vident Advisory, LLC$581K1
246Sterling Capital Management LLC$570K1
247Brooklyn Investment Group$569K1
248SEEDS INVESTOR LLC$565K1
249Mutual Advisors, LLC$563K1
250Ethic Inc.$555K1
251Voya Financial Advisors, Inc.$549K1
252CIBC Bancorp USA Inc.$533K1
253ARISTEIA CAPITAL, L.L.C.$531K1
254M&T BANK CORP$528K1
255Engineers Gate Manager LP$527K1
256Curi Capital, LLC$524K1
257NewEdge Advisors, LLC$521K1
258XTX Topco Ltd$517K1
259North Dakota State Investment Board$513K1
260SIGNATUREFD, LLC$507K1
261Callan Family Office, LLC$507K1
262Cumberland Partners Ltd$507K1
263Harvest Portfolios Group Inc.$501K1
264Magnetar Financial LLC$488K1
265Wilmington Savings Fund Society, FSB$477K1
266CREDIT AGRICOLE S A$457K1
267COMMONWEALTH EQUITY SERVICES, LLC$454K1
268PROFUND ADVISORS LLC$445K1
269Laird Norton Wetherby Trust Company, LLC$435K1
270Sequoia Financial Advisors, LLC$416K1
271UniSuper Management Pty Ltd$414K1
272Cerity Partners LLC$413K1
273Meiji Yasuda Asset Management Co Ltd.$410K1
274Sunpointe, LLC$410K1
275Naviter Wealth, LLC$399K1
276WINTON GROUP Ltd$397K1
277NewEdge Wealth, LLC$384K1
278WEALTH ALLIANCE, LLC$376K1
279Jefferies Financial Group Inc.$376K1
280Parkside Financial Bank & Trust$373K1
281WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$369K1
282FIFTH THIRD BANCORP$363K1
283Metis Global Partners, LLC$361K1
284iSAM Funds (UK) Ltd$360K1
285Savant Capital, LLC$358K1
286Plato Investment Management Ltd$352K1
287Advisor OS, LLC$346K1
288Baron Wealth Management LLC$341K1
289EVERGREEN CAPITAL MANAGEMENT LLC$333K1
290Rockefeller Capital Management L.P.$332K1
291Blueshift Asset Management, LLC$329K1
292Chicago Partners Investment Group LLC$322K1
293KEYBANK NATIONAL ASSOCIATION/OH$322K1
294ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$321K1
295HB Wealth Management, LLC$307K1
296Citizens Business Bank$269K1
297OSLO PENSJONSFORSIKRING AS$268K1
298Tidal Investments LLC$267K1
299Vise Technologies, Inc.$262K1
300USS Investment Management Ltd$259K1
301Rafferty Asset Management, LLC$251K1
302Cypress Wealth Services, LLC$245K1
303MGO ONE SEVEN LLC$244K1
304ASR Vermogensbeheer N.V.$241K1
305AE Wealth Management LLC$240K1
306Ridgewood Investments LLC$236K1
307DV Trading LLC$236K1
308UMB Bank, n.a.$232K1
309UNITED CAPITAL FINANCIAL ADVISORS, LLC$229K1
310CWM, LLC$226K1
311Kestra Advisory Services, LLC$225K1
312Farringdon Capital, Ltd.$224K1
313Candriam S.C.A.$222K1
314Purpose Unlimited Inc.$221K1
315Allianz Asset Management GmbH$217K1
316Kathmere Capital Management, LLC$216K1
317Paragon Capital Management Ltd$214K1
318Wedmont Private Capital$211K1
319Net Worth Advisory Group$211K1
320SIMPLEX TRADING, LLC$209K1
321Envestnet Portfolio Solutions, Inc.$209K1
322PDS Planning, Inc$206K1
323COLDSTREAM CAPITAL MANAGEMENT INC$206K1
324SBI Okasan Asset Management Co.Ltd.$189K1
325Blue Trust, Inc.$186K1
326Smartleaf Asset Management LLC$183K1
327NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$160K1
328ARCADIA INVESTMENT MANAGEMENT CORP/MI$158K1
329Atlantic Union Bankshares Corp$154K1
330Addison Advisors LLC$149K1
331Archer Investment Corp$128K1
332Walleye Trading LLC$124K1
333Asset Dedication, LLC$120K1
334HighMark Wealth Management LLC$115K1
335ASSETMARK, INC$106K1
336Caitong International Asset Management Co., Ltd$105K1
337MATHER GROUP, LLC.$98.2K1
338WOLVERINE ASSET MANAGEMENT LLC$96.9K1
339TFC Financial Management, Inc.$95.9K1
340Axiom Investment Management LLC$76.4K1
341SFAM, LLC$76.4K1
342NISA INVESTMENT ADVISORS, LLC$63.3K1
343Murphy & Mullick Capital Management Corp$63.1K1
344Allworth Financial LP$58.1K1
345Pinnacle Wealth Planning Services, Inc.$55.7K1
346Arax Advisory Partners$53.6K1
347BEACON INVESTMENT ADVISORY SERVICES, INC.$48.9K1
348Longview Financial Advisors LLC$47.6K1
349State of Wyoming$43.1K1
350Cassaday & Co Wealth Management LLC$43.1K1
351Steward Partners Investment Advisory, LLC$42.5K1
352NATIXIS ADVISORS, LLC$38.2K1
353MAI Capital Management$36.5K1
354Geneos Wealth Management Inc.$33.5K1
355Clearstead Advisors, LLC$33.4K1
356Eurizon Capital SGR S.p.A.$31.7K1
357QV Investors Inc.$29.4K1
358MV CAPITAL MANAGEMENT, INC.$27.3K1
359Manchester Capital Management LLC$27.2K1
360TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$25.8K1
361Hilltop National Bank$23.3K1
362Community Financial Services Group, LLC$21.1K1
363SouthState Bank Corp$20.8K1
364Bell Investment Advisors, Inc$17.1K1
365West Branch Capital LLC$16.8K1
366CONTRAVISORY INVESTMENT MANAGEMENT, INC.$15.3K1
367Meramec Financial Planners, LLC$13.7K1
368CENTRAL TRUST Co$11.2K1
369Valued Wealth Advisors LLC$10.4K1
370Fairman Group, LLC$9.9K1
371HHM Wealth Advisors, LLC$9.6K1
372Triumph Capital Management$9.4K1
373NEW YORK STATE TEACHERS RETIREMENT SYSTEM$9.4K1
374JFS WEALTH ADVISORS, LLC$9.2K1
375Owl Creek Wealth Partners LLC$9.1K1
376MEEDER ASSET MANAGEMENT INC$8.6K1
377Grove Bank & Trust$8.5K1
378Accent Capital Management, LLC$7.8K1
379PRIVATE TRUST CO NA$7.7K1
380Treasurer of the State of North Carolina$7.6K1
381Frazier Financial Advisors, LLC$7.4K1
382JNBA Financial Advisors$6.7K1
383Mn Services Vermogensbeheer B.V.$6.7K1
384Kemnay Advisory Services Inc.$6.6K1
385WOLFF WIESE MAGANA LLC$6.3K1
386Marquette Asset Management, LLC$6.0K1
387Larson Financial Group LLC$6.0K1
388Mowery & Schoenfeld Wealth Management, LLC$5.8K1
389Retirement Wealth Solutions LLC$5.7K1
390TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$5.4K1
391Intentional Wealth Strategies, LLC$4.9K1
392True Wealth Design, LLC$4.4K1
393EFG International AG$4.0K1
394THRIVENT FINANCIAL FOR LUTHERANS$4.0K1
395Private Wealth Management Group, LLC$3.9K1
396Dogwood Wealth Management LLC$3.6K1
397Tacita Capital Inc$3.4K1
398FINANCIAL CONSULATE, INC$3.4K1
399Decker Retirement Planning Inc.$3.2K1
400Beaird Harris Wealth Management, LLC$3.1K1
401COUNTRY TRUST BANK$2.7K1
402Medallion Wealth Advisors, LLC$2.6K1
403DekaBank Deutsche Girozentrale$2.5K1
404Cromwell Holdings LLC$2.5K1
405Johnson Financial Group, Inc.$1.8K1
406State of Alaska, Department of Revenue$1.8K1
407CVA Family Office, LLC$1.7K1
408WPG Advisers, LLC$1.7K1
409HRT FINANCIAL LP$1.6K1
410Physician Wealth Advisors, Inc.$1.5K1
411JONES FINANCIAL COMPANIES LLLP$1.2K1
412Signature Equity Partners, LLC$1.2K1
413CX Institutional$1.1K1
414Claret Asset Management Corp$9021
415PARK AVENUE SECURITIES LLC$6981
416Spire Wealth Management$6771
417DiNuzzo Private Wealth, Inc.$6711
418Caitlin John, LLC$6711
419Rialto Wealth Management, LLC$4801
420South Dakota Investment Council$4121
421Quaker Wealth Management, LLC$3841
422American Capital Advisory, LLC$2881
423Transamerica Financial Advisors, LLC$2711
424Godfrey Financial Associates, Inc.$1921
425Smithfield Trust Co$1151
426GHP Investment Advisors, Inc.$961
427SBI Securities Co., Ltd.$961
428SJS Investment Consulting Inc.$961
429Merrithew & Thorsten Inc$571
430Raleigh Capital Management Inc.$61
431Capital Advisors, Ltd. LLC$51
432Avion Wealth$41
433NOMURA ASSET MANAGEMENT CO LTD$01
434Harvest Fund Management Co., Ltd$01
435MANNING & NAPIER ADVISORS LLC— value not disclosed1
436VANGUARD GROUP INC— value not disclosed1
437FIRST COMMONWEALTH FINANCIAL CORP /PA/— value not disclosed1
438MJP ASSOCIATES INC /ADV— value not disclosed1
439HARBOUR INVESTMENTS, INC.— value not disclosed1
440OSTERWEIS CAPITAL MANAGEMENT INC— value not disclosed1
441KENSICO CAPITAL MANAGEMENT CORP— value not disclosed1
442CIBC Private Wealth Group LLC— value not disclosed1
443Orion Porfolio Solutions, LLC— value not disclosed1
444NORGES BANK— value not disclosed1
445J. Goldman & Co LP— value not disclosed1
446Sigma Planning Corp— value not disclosed1
447GTS SECURITIES LLC— value not disclosed1
448Verition Fund Management LLC— value not disclosed1
449TWO SIGMA ADVISERS, LP— value not disclosed1
450DRW Securities, LLC— value not disclosed1
451Independent Franchise Partners LLP— value not disclosed1
452TCTC Holdings, LLC— value not disclosed1
453JCIC Asset Management Inc.— value not disclosed1
454Skandinaviska Enskilda Banken AB (publ)— value not disclosed1
455Edgestream Partners, L.P.— value not disclosed1
456Dynamic Technology Lab Private Ltd— value not disclosed1
457LANDSCAPE CAPITAL MANAGEMENT, L.L.C.— value not disclosed1
458HENGEHOLD CAPITAL MANAGEMENT LLC— value not disclosed1
459Prospera Financial Services Inc— value not disclosed1
460Focus Partners Wealth— value not disclosed1
461HITE Hedge Asset Management LLC— value not disclosed1
462Headlands Technologies LLC— value not disclosed1
463FORSTA AP-FONDEN— value not disclosed1
464Squarepoint Ops LLC— value not disclosed1
465Clearstead Trust, LLC— value not disclosed1
466Cordatus Wealth Management LLC— value not disclosed1
467Lester Murray Antman dba SimplyRich— value not disclosed1
468SeaCrest Wealth Management, LLC— value not disclosed1
469ExodusPoint Capital Management, LP— value not disclosed1
470GABLES CAPITAL MANAGEMENT INC.— value not disclosed1
471Global Retirement Partners, LLC— value not disclosed1
472Hardy Reed LLC— value not disclosed1
473OneAscent Financial Services LLC— value not disclosed1
474CBIZ Investment Advisory Services, LLC— value not disclosed1
475Pacifica Partners Inc.— value not disclosed1
476Concord Wealth Partners— value not disclosed1
477DV EQUITIES, LLC— value not disclosed1
478Optiver Holding B.V.— value not disclosed1
479New Millennium Group LLC— value not disclosed1
480SageView Advisory Group, LLC— value not disclosed1
481Dunhill Financial, LLC— value not disclosed1
482LBP AM SA— value not disclosed1
483Central Pacific Bank - Trust Division— value not disclosed1
484Bayforest Capital Ltd— value not disclosed1
485OPTIMA CAPITAL LLC— value not disclosed1
486Congruence Capital, LLC— value not disclosed1
487Munich Reinsurance Co Stock Corp in Munich— value not disclosed1
Truncated by Public Filings. Every one of the 434 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date (the full holders view shows them), but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

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

Do the two regimes agree?

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

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

Signals on RBA

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for RBA · financials and macro

Financials — as filed PLANNED

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