Public record / Tickers / REG

REG — REGENCY CENTERS CORP†

Both disclosure regimes on one name: who in Congress filed about REG, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
8
all PTR rows naming REG
Members · 12m
2
2 buys · 0 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
466
top-466 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Tom Malinowski · $15.0K–$50.0K

BUY · traded 2020-03-25 → filed 2021-08-26. Ranked over every REG row by the provable lower bound, never a point estimate.

2 members · 2 buys / 0 sells

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

6 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

2 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. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING REG · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning REG
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKBUYTraded 03-27 LATE·116d$1K–$15K
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 01-09 +35d$1K–$15K
2022-09-14Kathy E. Manning D–NC-6SELL JT (jointly owned)Traded 08-03 +42d$1K–$15K
2021-08-26Tom Malinowski D–NJ-7BUYTraded 2020-03-25 LATE·519d$15K–$50K
2021-08-26Tom Malinowski D–NJ-7BUYTraded 2019-11-29 LATE·636d$15K–$50K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 8 ↗

Members active in REG

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing REG in the trailing 12 months
MemberRowsNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Alan Armstrong R–OK1$1.0K to $15.0K2
Gilbert Ray Cisneros, Jr. D–CA-311$1.0K to $15.0K2

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

Congress ↔ notable managers · REG

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

Congress · last 90 days

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

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

Notable managers · quarter ended 2026-03-31

Adding
1 Bridgewater Associates $468K held
Trimming
1 Gotham Asset Management $14.8M held

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

Merged timeline of congressional filings and notable-manager moves on REG
DateWhoChangeSize
2026-07-21Alan Armstrong CongressBUY$1K–$15K
2026-05-15Bridgewater Associates 13FNEW+6,189 sh
2026-05-15Gotham Asset Management 13FTRIM−3,263 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 REG for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$1.6B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$1.1B1
3STATE STREET CORP$937M1
4VANGUARD CAPITAL MANAGEMENT LLC$854M1
5PRINCIPAL FINANCIAL GROUP INC$757M1
6Invesco Ltd.$310M1
7Boston Partners$284M1
8NORTHERN TRUST CORP$247M1
9DIMENSIONAL FUND ADVISORS LP$202M1
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC$201M1
11APG Asset Management US Inc.$198M1
12DEUTSCHE BANK AG\$194M1
13FMR LLC$185M1
14MORGAN STANLEY$172M1
15UBS Group AG$117M1
16WELLINGTON MANAGEMENT GROUP LLP$109M1
17Legal & General Group Plc$106M1
18HSBC HOLDINGS PLC$104M1
19PRUDENTIAL FINANCIAL INC$99.4M1
20Amundi$91.4M1
21MASSACHUSETTS FINANCIAL SERVICES CO /MA/$83.5M1
22AMERICAN CENTURY COMPANIES INC$75.7M1
23Nuveen, LLC$73.4M1
24VANGUARD FIDUCIARY TRUST CO$71.3M1
25CITADEL ADVISORS LLC$63.2M1
26PFA Pension, Forsikringsaktieselskab$61.3M1
27BANK OF AMERICA CORP /DE/$54.4M1
28AQR CAPITAL MANAGEMENT LLC$45.1M1
29Quantinno Capital Management LP$43.0M1
30CI INVESTMENTS INC.$42.2M1
31RENAISSANCE TECHNOLOGIES LLC$41.6M1
32FIRST TRUST ADVISORS LP$41.5M1
33Mitsubishi UFJ Asset Management Co., Ltd.$40.1M1
34Swiss National Bank$38.6M1
35Universal- Beteiligungs- und Servicegesellschaft mbH$38.5M1
36GRS Advisors, LLC$36.0M1
37Robeco Institutional Asset Management B.V.$35.2M1
38CITIGROUP INC$34.1M1
39MILLENNIUM MANAGEMENT LLC$34.1M1
40CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$33.7M1
41Aberdeen Group plc$32.7M1
42Vanguard Global Advisers, LLC$26.2M1
43Arbejdsmarkedets Tillaegspension$25.7M1
44Asset Management One Co., Ltd.$25.3M1
45NOMURA ASSET MANAGEMENT CO LTD$24.1M1
46Jain Global LLC$23.0M1
47BNP Paribas Asset Management Holding S.A.$21.6M1
48PACIFIC HEIGHTS ASSET MANAGEMENT LLC$20.8M1
49GUGGENHEIM CAPITAL LLC$20.7M1
50CIBC Asset Management Inc$20.5M1
51FRANKLIN RESOURCES INC$18.2M1
52J. Goldman & Co LP$17.7M1
53Point72 Asset Management, L.P.$17.6M1
54WELLS FARGO & COMPANY/MN$16.2M1
55Vanguard Investments Australia, Ltd.$15.1M1
56MACQUARIE GROUP LTD$15.1M1
57Varma Mutual Pension Insurance Co$15.0M1
58Gotham Asset Management, LLC$14.8M1
59Susquehanna Portfolio Strategies, LLC$14.6M1
60BANK OF MONTREAL /CAN/$14.5M1
61Swedbank AB$14.4M1
62STATE OF WISCONSIN INVESTMENT BOARD$14.4M1
63ROYAL BANK OF CANADA$14.3M1
64ALLIANCEBERNSTEIN L.P.$13.9M1
65Daiwa Securities Group Inc.$13.8M1
66Schonfeld Strategic Advisors LLC$13.2M1
67STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$12.2M1
68State of New Jersey Common Pension Fund D$12.0M1
69Allianz Asset Management GmbH$11.9M1
70Zurcher Kantonalbank (Zurich Cantonalbank)$11.8M1
71Creative Planning$11.7M1
72RAYMOND JAMES FINANCIAL INC$11.7M1
73ADAGE CAPITAL PARTNERS GP, L.L.C.$11.1M1
74BALDWIN WEALTH PARTNERS LLC/MA$10.9M1
75AVIVA PLC$10.6M1
76VOYA INVESTMENT MANAGEMENT LLC$10.6M1
77Korea Investment CORP$10.5M1
78MACKENZIE FINANCIAL CORP$10.4M1
79MANUFACTURERS LIFE INSURANCE COMPANY, THE$10.4M1
80D. E. Shaw & Co., Inc.$10.3M1
81Retirement Systems of Alabama$9.6M1
82APG Asset Management N.V.$9.3M1
83COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$9.1M1
84STOREBRAND ASSET MANAGEMENT AS$9.1M1
85BOOTHBAY FUND MANAGEMENT, LLC$8.5M1
86Qube Research & Technologies Ltd$8.3M1
87NATIONAL BANK OF CANADA /FI/$8.1M1
88LPL Financial LLC$8.1M1
89SEI INVESTMENTS CO$7.7M1
90Resona Asset Management Co.,Ltd.$7.5M1
91CIBC Bancorp USA Inc.$6.9M1
92Calamos Advisors LLC$6.8M1
93FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$6.8M1
94JACOBS LEVY EQUITY MANAGEMENT, INC$6.7M1
95SummitTX Capital, L.P.$6.7M1
96VANGUARD ASSET MANAGEMENT, Ltd$6.6M1
97PANAGORA ASSET MANAGEMENT INC$6.5M1
98Vert Asset Management LLC$6.5M1
99ENVESTNET ASSET MANAGEMENT INC$6.4M1
100Graham Capital Management, L.P.$6.4M1
101BROWN ADVISORY INC$6.3M1
102Chevy Chase Trust Holdings, LLC$6.2M1
103NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$6.1M1
104TORONTO DOMINION BANK$5.8M1
105JANE STREET GROUP, LLC$5.7M1
106MERCER GLOBAL ADVISORS INC /ADV$5.7M1
107SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.6M1
108Pictet Asset Management Holding SA$5.4M1
109Tredje AP-fonden$5.2M1
110Corient Private Wealth LLC$5.0M1
111UniSuper Management Pty Ltd$4.8M1
112Focus Partners Wealth$4.8M1
113WESTPAC BANKING CORP$4.6M1
114Sumitomo Mitsui DS Asset Management Company, Ltd$4.6M1
115IFM Investors Pty Ltd$4.6M1
116SEB Asset Management AB$4.5M1
117Squarepoint Ops LLC$4.5M1
118FIRST MANHATTAN CO. LLC.$4.3M1
119ExodusPoint Capital Management, LP$4.2M1
120AZZAD ASSET MANAGEMENT INC /ADV$4.2M1
121TrustWell Financial Advisors, LLC$4.1M1
122NEOS Investment Management LLC$4.1M1
123Lansforsakringar Fondforvaltning AB (publ)$4.1M1
124Presima Securities ULC$3.8M1
125TD ASSET MANAGEMENT INC$3.7M1
126NISSAY ASSET MANAGEMENT CORP /JAPAN$3.6M1
127Metis Global Partners, LLC$3.6M1
128Arizona State Retirement System$3.6M1
129PUBLIC SECTOR PENSION INVESTMENT BOARD$3.5M1
130CREDIT AGRICOLE S A$3.5M1
131CIBC WORLD MARKET INC.$3.5M1
132Czech National Bank$3.4M1
133NEW YORK LIFE INVESTMENT MANAGEMENT LLC$3.3M1
134OP Asset Management Ltd$3.3M1
135STATE OF MICHIGAN RETIREMENT SYSTEM$3.2M1
136HighTower Advisors, LLC$3.2M1
137Cerity Partners LLC$3.1M1
138Mirae Asset Global Investments Co., Ltd.$3.0M1
139Janus Henderson Group Ltd.$3.0M1
140XPONANCE LLC$3.0M1
141O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.9M1
142Federation des caisses Desjardins du Quebec$2.5M1
143Eurizon Capital SGR S.p.A.$2.4M1
144VOLORIDGE INVESTMENT MANAGEMENT, LLC$2.4M1
145SCS Capital Management LLC$2.4M1
146Inspire Investing, LLC$2.3M1
147ProShare Advisors LLC$2.3M1
148Ensign Peak Advisors, Inc$2.3M1
149New Age Alpha Advisors, LLC$2.2M1
150Utah Retirement Systems$2.2M1
151QRG CAPITAL MANAGEMENT, INC.$2.2M1
152D L CARLSON INVESTMENT GROUP INC$2.0M1
153COMMONWEALTH EQUITY SERVICES, LLC$2.0M1
154LMR Partners LLP$2.0M1
155Richard Bernstein Advisors LLC$2.0M1
156Wealthfront Advisers LLC$2.0M1
157Andra AP-fonden$1.9M1
158M&T BANK CORP$1.9M1
159Swiss Life Asset Management Ltd$1.9M1
160VICTORY CAPITAL MANAGEMENT INC$1.9M1
161ASR Vermogensbeheer N.V.$1.9M1
162Rakuten Investment Management, Inc.$1.9M1
163ASSETMARK, INC$1.9M1
164BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.8M1
165CAXTON ASSOCIATES LLP$1.8M1
166BANK OF NOVA SCOTIA$1.8M1
167CANADA PENSION PLAN INVESTMENT BOARD$1.7M1
168Candriam S.C.A.$1.7M1
169ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1.7M1
170WORLDQUANT MILLENNIUM ADVISORS LLC$1.7M1
171Baker Ellis Asset Management LLC$1.6M1
172PICTON MAHONEY ASSET MANAGEMENT$1.6M1
173WEST PACES ADVISORS INC.$1.5M1
174WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.5M1
175OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.4M1
176BECK CAPITAL MANAGEMENT, LLC$1.4M1
177Pathstone Holdings, LLC$1.4M1
178Norinchukin Bank, The$1.4M1
179MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.3M1
180Caprock Group, LLC$1.3M1
181Rafferty Asset Management, LLC$1.2M1
182WOLVERINE ASSET MANAGEMENT LLC$1.2M1
183Vanguard Personalized Indexing Management, LLC$1.2M1
184Harvest Portfolios Group Inc.$1.2M1
185NORDEA INVESTMENT MANAGEMENT AB$1.2M1
186INTECH INVESTMENT MANAGEMENT LLC$1.2M1
187MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.2M1
188Moran Wealth Management, LLC$1.2M1
189Mariner, LLC$1.1M1
190Tower Research Capital LLC (TRC)$1.1M1
191RIA Advisory Group LLC$1.1M1
192Summit Trail Advisors, LLC$1.1M1
193Cetera Investment Advisers$1.1M1
194INCEPTIONR LLC$1.0M1
195Investment Management Corp of Ontario$941K1
196LECAP ASSET MANAGEMENT LTD$939K1
197Siemens Fonds Invest GmbH$929K1
198Y-Intercept (Hong Kong) Ltd$926K1
199TRUIST FINANCIAL CORP$911K1
200TWO SIGMA SECURITIES, LLC$906K1
201STIFEL FINANCIAL CORP$878K1
202GeoWealth Management, LLC$870K1
203Vident Advisory, LLC$859K1
204UNITED CAPITAL FINANCIAL ADVISORS, LLC$848K1
205National Pension Service$847K1
206EntryPoint Capital, LLC$804K1
207MML INVESTORS SERVICES, LLC$797K1
208Qtron Investments LLC$792K1
209HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$782K1
210ABN AMRO INVESTMENT SOLUTIONS$780K1
211Sanctuary Advisors, LLC$778K1
212UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$774K1
213MIZUHO SECURITIES USA LLC$753K1
214Belpointe Asset Management LLC$749K1
215Machina Capital S.A.S.$749K1
216LAZARD ASSET MANAGEMENT LLC$732K1
217Sargent Investment Group, LLC$729K1
218TWO SIGMA INVESTMENTS, LP$717K1
219Aaron Wealth Advisors LLC$717K1
220Maryland State Retirement & Pension System$708K1
221ING GROEP NV$698K1
222ROYAL LONDON ASSET MANAGEMENT LTD$692K1
223EVERGREEN CAPITAL MANAGEMENT LLC$690K1
224Crossmark Global Holdings, Inc.$689K1
225Probity Advisors, Inc.$688K1
226F/m Investments LLC$683K1
227NAPLES GLOBAL ADVISORS, LLC$678K1
228OSAIC HOLDINGS, INC.$671K1
229TECTONIC ADVISORS LLC$671K1
230CWM, LLC$670K1
231Generali Asset Management SPA SGR$659K1
232Chicago Partners Investment Group LLC$659K1
233Naviter Wealth, LLC$651K1
234DoubleLine ETF Adviser LP$644K1
235QUADRANT CAPITAL GROUP LLC$644K1
236Cambria Investment Management, L.P.$640K1
237Allworth Financial LP$636K1
238Sequoia Financial Advisors, LLC$625K1
239Tidal Investments LLC$619K1
240Atom Investors LP$617K1
241OMERS ADMINISTRATION Corp$617K1
242COMMERCE BANK$615K1
243Kingdom Financial Group LLC.$614K1
244DRW Securities, LLC$604K1
245Merit Financial Group, LLC$594K1
246Groupe la Francaise$577K1
247Allspring Global Investments Holdings, LLC$574K1
248Pasadena Private Wealth, LLC$550K1
249Frec Markets, Inc.$521K1
250Dai-ichi Life Insurance Company, Ltd$517K1
251Emerald Investment Advisers, LLC$513K1
252Woodline Partners LP$513K1
253MUFG Securities EMEA plc$507K1
254Kestra Advisory Services, LLC$487K1
255TOKIO MARINE ASSET MANAGEMENT CO LTD$485K1
256Assenagon Asset Management S.A.$481K1
257Bridgewater Associates, LP$468K1
258Callan Family Office, LLC$467K1
259WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$464K1
260Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$447K1
261Fisher Asset Management, LLC$442K1
262PRUDENTIAL PLC$439K1
263GTS SECURITIES LLC$423K1
264Wealthcare Capital Partners, LLC$418K1
265NOMURA HOLDINGS INC$407K1
266North Dakota State Investment Board$399K1
267NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$398K1
268BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$398K1
269&PARTNERS$397K1
270US BANCORP \DE\$396K1
271Telos Capital Management, Inc.$395K1
272Brooklyn Investment Group$387K1
273Headlands Technologies LLC$366K1
274Kera Capital Partners, Inc.$361K1
275Orion Porfolio Solutions, LLC$358K1
276Larson Financial Group LLC$353K1
277Compound Planning, Inc.$350K1
278Krilogy Financial LLC$347K1
279Curi Capital, LLC$346K1
280Atria Investments, Inc$345K1
281Meeder Advisory Services, Inc.$342K1
282HUB Investment Partners, LLC$341K1
283Smartleaf Asset Management LLC$340K1
284JOURNEY STRATEGIC WEALTH LLC$339K1
285Diligent Investors, LLC$338K1
286EP Wealth Advisors, LLC$336K1
287SECURIAN ASSET MANAGEMENT, INC$336K1
288NATIXIS$335K1
289Baker Avenue Asset Management, LP$331K1
290Krane Funds Advisors LLC$321K1
291Intrua Financial, LLC$316K1
292Optas, LLC$310K1
293INSIGNEO ADVISORY SERVICES, LLC$303K1
294Comprehensive Money Management Services LLC$299K1
295Lido Advisors, LLC$295K1
296Engineers Gate Manager LP$292K1
297FEDERATED HERMES, INC.$288K1
298COLDSTREAM CAPITAL MANAGEMENT INC$286K1
299IRON Financial LLC$286K1
300Sagewood Asset Management LP$286K1
301Meiji Yasuda Asset Management Co Ltd.$281K1
302ELEVATION POINT WEALTH PARTNERS, LLC$270K1
303FIFTH THIRD BANCORP$267K1
304Vestmark Advisory Solutions, Inc.$265K1
305FIL Ltd$264K1
306Aprio Wealth Management, LLC$263K1
307Cetera Trust Company, N.A$261K1
308PATTON FUND MANAGEMENT, INC.$244K1
309Impact Partnership Wealth, LLC$230K1
310AE Wealth Management LLC$230K1
311Envestnet Portfolio Solutions, Inc.$229K1
312SCHRODER INVESTMENT MANAGEMENT GROUP$227K1
313Cresset Asset Management, LLC$225K1
314Portfolio Design Labs, LLC$224K1
315NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$222K1
316HB Wealth Management, LLC$220K1
317Inscription Capital, LLC$214K1
318Proficio Capital Partners LLC$212K1
319Legacy Wealth Asset Management, LLC$209K1
320IEQ CAPITAL, LLC$207K1
321Wedmont Private Capital$207K1
322Avalon Trust Co$205K1
323MASTERINVEST Kapitalanlage GmbH$205K1
324SIGNATUREFD, LLC$173K1
325ALERUS FINANCIAL NA$164K1
326TEMA ETFS LLC$154K1
327Rockefeller Capital Management L.P.$149K1
328EXCHANGE TRADED CONCEPTS, LLC$137K1
329AEW CAPITAL MANAGEMENT L P$136K1
330Bank Julius Baer & Co. Ltd, Zurich$112K1
331Ameritas Investment Partners, Inc.$112K1
332Pinnacle Wealth Planning Services, Inc.$95.3K1
333MAI Capital Management$88.8K1
334Bayforest Capital Ltd$86.7K1
335CONTRAVISORY INVESTMENT MANAGEMENT, INC.$79.4K1
336Triumph Capital Management$76.4K1
337Banque Cantonale Vaudoise$67.0K1
338SJS Investment Consulting Inc.$52.3K1
339TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$45.4K1
340State of Wyoming$45.2K1
341Cromwell Holdings LLC$43.0K1
342FINANCIAL CONSULATE, INC$39.8K1
343Clearstead Advisors, LLC$32.8K1
344MATHER GROUP, LLC.$29.6K1
345Spire Wealth Management$26.5K1
346CANADA LIFE ASSURANCE Co$25.9K1
347Arax Advisory Partners$24.9K1
348KBC Group NV$22.0K1
349True Wealth Design, LLC$19.2K1
350CVA Family Office, LLC$17.4K1
351Steward Partners Investment Advisory, LLC$17.3K1
352Parkside Financial Bank & Trust$16.6K1
353Dogwood Wealth Management LLC$15.7K1
354Lavaca Capital LLC$15.1K1
355Blue Trust, Inc.$13.3K1
356Bell Investment Advisors, Inc$11.8K1
357Owl Creek Wealth Partners LLC$9.6K1
358HRT FINANCIAL LP$9.5K1
359Ritter Daniher Financial Advisory LLC / DE$9.2K1
360DELTA ASSET MANAGEMENT LLC/TN$8.9K1
361ARMSTRONG ADVISORY GROUP, INC$8.6K1
362UMB Bank, n.a.$8.2K1
363State of Alaska, Department of Revenue$8.1K1
364Vanguard National Trust Co$7.9K1
365NATIXIS ADVISORS, LLC$7.8K1
366TD Waterhouse Canada Inc.$7.7K1
367Clearstead Trust, LLC$6.7K1
368DekaBank Deutsche Girozentrale$6.1K1
369JPL Wealth Management, LLC$6.0K1
370Treasurer of the State of North Carolina$5.9K1
371Fairman Group, LLC$5.8K1
372ELEVATION WEALTH PARTNERS, LLC$5.7K1
373Kemnay Advisory Services Inc.$5.5K1
374Grove Bank & Trust$5.3K1
375MidFirst Bank$4.8K1
376POM Investment Strategies, LLC$4.3K1
377DT Investment Partners, LLC$4.1K1
378Manchester Capital Management LLC$3.9K1
379THRIVENT FINANCIAL FOR LUTHERANS$3.3K1
380Vestcor Inc$2.9K1
381Annis Gardner Whiting Capital Advisors, LLC$2.8K1
382CBIZ Investment Advisory Services, LLC$2.6K1
383Salomon & Ludwin, LLC$2.5K1
384AMALGAMATED BANK$2.3K1
385Clayton Financial Group LLC$2.2K1
386IMG Wealth Management, Inc.$2.1K1
387SUMMIT SECURITIES GROUP LLC$2.0K1
388Physician Wealth Advisors, Inc.$2.0K1
389Abound Wealth Management$2.0K1
390Burk Holdings LLC$2.0K1
391Sachetta, LLC$1.9K1
392Rialto Wealth Management, LLC$1.5K1
393Transamerica Financial Advisors, LLC$1.1K1
394Private Wealth Management Group, LLC$1.1K1
395Intentional Wealth Strategies, LLC$1.1K1
396MV CAPITAL MANAGEMENT, INC.$1.1K1
397WEBSTER BANK, N. A.$1.1K1
398Activest Wealth Management$1.1K1
399INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$9891
400Sunrise Financial Services, LLC$9081
401ALBION FINANCIAL GROUP /UT$7571
402Clark Wealth Partners$7571
403TD Capital Management LLC$4871
404ACADIAN ASSET MANAGEMENT LLC$3981
405Kilter Group LLC$3791
406SouthState Bank Corp$2271
407SHP Wealth Management$2271
408AMERIFLEX GROUP, INC.$2271
409GSA CAPITAL PARTNERS LLP$2021
410Quaker Wealth Management, LLC$761
411TFC Financial Management, Inc.$761
412American Capital Advisory, LLC$761
413Penserra Capital Management LLC$681
414Capital Analysts, LLC$241
415Capital Advisors, Ltd. LLC$71
416Avion Wealth$21
417Jefferies Financial Group Inc.— value not disclosed1
418VANGUARD GROUP INC— value not disclosed1
419BARCLAYS PLC— value not disclosed1
420TEACHER RETIREMENT SYSTEM OF TEXAS— value not disclosed1
421HARBOUR INVESTMENTS, INC.— value not disclosed1
422HOWARD HUGHES MEDICAL INSTITUTE— value not disclosed1
423CAISSE DE DEPOT ET PLACEMENT DU QUEBEC— value not disclosed1
4241832 Asset Management L.P.— value not disclosed1
425VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
426ARCADIA INVESTMENT MANAGEMENT CORP/MI— value not disclosed1
427CIBC WORLD MARKETS CORP— value not disclosed1
428BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
429CIBC Private Wealth Group LLC— value not disclosed1
430Grantham, Mayo, Van Otterloo & Co. LLC— value not disclosed1
431NORGES BANK— value not disclosed1
432Alyeska Investment Group, L.P.— value not disclosed1
433Verition Fund Management LLC— value not disclosed1
434Skandinaviska Enskilda Banken AB (publ)— value not disclosed1
435LANDSCAPE CAPITAL MANAGEMENT, L.L.C.— value not disclosed1
436Baader Bank Aktiengesellschaft— value not disclosed1
437Man Group plc— value not disclosed1
438DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main— value not disclosed1
439Hazelview Securities Inc.— value not disclosed1
440Verdence Capital Advisors LLC— value not disclosed1
441Global Retirement Partners, LLC— value not disclosed1
442Robertson Stephens Wealth Management, LLC— value not disclosed1
443CERTUITY, LLC— value not disclosed1
444M&G Plc— value not disclosed1
445DV EQUITIES, LLC— value not disclosed1
446STABLEFORD CAPITAL II LLC— value not disclosed1
447NewEdge Wealth, LLC— value not disclosed1
448Invst, LLC— value not disclosed1
449AlphaQuest LLC— value not disclosed1
450SageView Advisory Group, LLC— value not disclosed1
451Signature Resources Capital Management, LLC— value not disclosed1
452Dunhill Financial, LLC— value not disclosed1
453Caitong International Asset Management Co., Ltd— value not disclosed1
454Quarry LP— value not disclosed1
455VCI Wealth Management LLC— value not disclosed1
456Scientech Research LLC— value not disclosed1
457Sivia Capital Partners, LLC— value not disclosed1
458Mowery & Schoenfeld Wealth Management, LLC— value not disclosed1
459LANDMARK INVESTMENT PARTNERS, L.P.— value not disclosed1
460Havemeyer Place LP— value not disclosed1
461Sophron Capital Management L.P.— value not disclosed1
462Aster Capital Management (DIFC) Ltd— value not disclosed1
463OPTIMA CAPITAL LLC— value not disclosed1
464Cander Asset Management LP— value not disclosed1
465Fideuram Asset Management (Ireland) dac— value not disclosed1
466Quattro Advisors LLC— value not disclosed1
Truncated by Public Filings. Every one of the 416 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)2 buy / 0 sell
Congress net ($ bound)$2.0K to $30.0K
Filers net (actions)not in build
Filers net ($ 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 REG

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

Every rule, with its definition →

Planned modules for REG · financials and macro

Financials — as filed PLANNED

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