Public record / Tickers / RHI

RHI — ROBERT HALF INC.†

Both disclosure regimes on one name: who in Congress filed about RHI, 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
6
all PTR rows naming RHI
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
10-24
filed 2020-10-24
13F holders
389
top-389 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

Nancy Pelosi · $100K–$250K

SELL · traded 2014-09-22 → filed 2014-11-05. Ranked over every RHI row by the provable lower bound, never a point estimate.

No member disclosed RHI 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.

1 row 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 RHI 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 RHI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning RHI
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2020-10-24Susie Lee D–NV-3SELL JT (jointly owned)Traded 09-18 +36d$1K–$15K
2020-06-15Susie Lee D–NV-3BUY JT (jointly owned)Traded 04-27 LATE·49d$1K–$15K
2017-09-06Thomas R. Carper D–DEBUY SP (spouse-owned)Traded 08-31 +6d$1K–$15K
2015-06-07Thomas MacArthur R–NJ-3SELL JT (jointly owned)Traded 05-27 +11d$1K–$15K
2015-06-07Thomas MacArthur R–NJ-3SELL JT (jointly owned)Traded 05-20 +18d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 6 ↗

Members active in RHI

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

No member disclosed RHI in the trailing 12 months.

Congress ↔ notable managers · RHI

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 Gotham Asset Management $5.0M held
Trimming
1 Bridgewater Associates $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · ROBERT HALF INC.

Merged timeline of congressional filings and notable-manager moves on RHI
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+25,380 sh
2026-05-15Bridgewater Associates 13FEXIT−189,167 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 RHI for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$326M1
2Orbis Allan Gray Ltd$192M1
3AQR CAPITAL MANAGEMENT LLC$161M1
4PZENA INVESTMENT MANAGEMENT LLC$152M1
5Capital World Investors$149M1
6VANGUARD PORTFOLIO MANAGEMENT LLC$136M1
7STATE STREET CORP$117M1
8VANGUARD CAPITAL MANAGEMENT LLC$112M1
9ALLIANCEBERNSTEIN L.P.$103M1
10MORGAN STANLEY$96.5M1
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC$86.4M1
12Quantinno Capital Management LP$63.5M1
13Invesco Ltd.$59.0M1
14BANK OF MONTREAL /CAN/$58.5M1
15GEODE CAPITAL MANAGEMENT, LLC$55.8M1
16Point72 Asset Management, L.P.$55.5M1
17DEPRINCE RACE & ZOLLO INC$49.8M1
18NORTHERN TRUST CORP$46.2M1
19HAWK RIDGE CAPITAL MANAGEMENT LP$45.3M1
20FIDUCIARY MANAGEMENT INC /WI/$43.4M1
21MILLENNIUM MANAGEMENT LLC$38.4M1
22UBS Group AG$36.7M1
23HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$34.1M1
24FIRST TRUST ADVISORS LP$33.9M1
25Boston Partners$33.4M1
26Capital Research Global Investors$30.7M1
27DIMENSIONAL FUND ADVISORS LP$30.7M1
28BARCLAYS PLC$28.8M1
29TWO SIGMA INVESTMENTS, LP$27.6M1
30RENAISSANCE TECHNOLOGIES LLC$23.8M1
31Talaria Asset Management Pty Ltd$23.6M1
32THIRD AVENUE MANAGEMENT LLC$23.0M1
33CITADEL ADVISORS LLC$21.4M1
34Allianz Asset Management GmbH$20.4M1
35Meiji Yasuda Asset Management Co Ltd.$17.7M1
36VANGUARD FIDUCIARY TRUST CO$15.6M1
37Bank of New York Mellon Corp$15.6M1
38Corient Private Wealth LLC$14.4M1
39Connor, Clark & Lunn Investment Management Ltd.$13.4M1
40FMR LLC$12.6M1
41PRINCIPAL FINANCIAL GROUP INC$12.2M1
42Trexquant Investment LP$11.9M1
43UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$11.8M1
44SUSQUEHANNA INTERNATIONAL GROUP, LLP$11.2M1
45IEQ CAPITAL, LLC$10.5M1
46BANK OF AMERICA CORP /DE/$10.3M1
47ROYCE & ASSOCIATES LP$10.3M1
48JACOBS LEVY EQUITY MANAGEMENT, INC$10.2M1
49PUBLIC SECTOR PENSION INVESTMENT BOARD$9.0M1
50Kiltearn Partners LLP$8.1M1
51FRANKLIN RESOURCES INC$8.0M1
52Legal & General Group Plc$7.5M1
53Creative Planning$7.3M1
54SEI INVESTMENTS CO$7.2M1
55Nuveen, LLC$7.1M1
56RAYMOND JAMES FINANCIAL INC$7.0M1
57Man Group plc$6.8M1
58NEW YORK STATE COMMON RETIREMENT FUND$6.8M1
59Cornerstone Capital, Inc.$6.7M1
60JUPITER ASSET MANAGEMENT LTD$6.7M1
61Advisors Asset Management, Inc.$6.5M1
62Stanley Capital Management, LLC$6.4M1
63Allspring Global Investments Holdings, LLC$6.3M1
64GMT CAPITAL CORP$6.2M1
65Alpha Omega Wealth Management LLC$5.9M1
66AMERIPRISE FINANCIAL INC$5.8M1
67QSM Asset Management Ltd$5.2M1
68Swiss National Bank$5.1M1
69Pathstone Holdings, LLC$5.1M1
70Robinson Value Management, Ltd.$5.0M1
71Mariner, LLC$5.0M1
72Gotham Asset Management, LLC$5.0M1
73Militia Capital Management LLC$4.7M1
74HEARTLAND ADVISORS INC$4.4M1
75SHAYNE & JACOBS, LLC$3.9M1
76FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$3.6M1
77Baird Financial Group, Inc.$3.3M1
78Focus Partners Wealth$3.0M1
79CWM, LLC$3.0M1
80Oak Thistle LLC$2.8M1
81Vivaldi Capital Management LP$2.8M1
82Cerity Partners LLC$2.8M1
83STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$2.6M1
84MERCER GLOBAL ADVISORS INC /ADV$2.6M1
85WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.5M1
86Walleye Capital LLC$2.5M1
87VICTORY CAPITAL MANAGEMENT INC$2.4M1
88Bank Julius Baer & Co. Ltd, Zurich$2.4M1
89PRUDENTIAL FINANCIAL INC$2.3M1
90CANADA PENSION PLAN INVESTMENT BOARD$2.3M1
91AMERICAN CENTURY COMPANIES INC$2.3M1
92VANGUARD ASSET MANAGEMENT, Ltd$2.2M1
93Arnhold LLC$2.2M1
94State of New Jersey Common Pension Fund D$2.1M1
95Y-Intercept (Hong Kong) Ltd$2.0M1
96Summit Trail Advisors, LLC$2.0M1
97Kestra Investment Management, LLC$2.0M1
98Morningstar Investment Management LLC$1.9M1
99Mirae Asset Global Investments Co., Ltd.$1.8M1
100Vanguard Global Advisers, LLC$1.8M1
101ROYAL BANK OF CANADA$1.7M1
102Federation des caisses Desjardins du Quebec$1.6M1
103FEDERATED HERMES, INC.$1.5M1
104FIRST NATIONAL BANK OF OMAHA$1.5M1
105Havemeyer Place LP$1.5M1
106SummitTX Capital, L.P.$1.4M1
107NISA INVESTMENT ADVISORS, LLC$1.4M1
108Illinois Municipal Retirement Fund$1.4M1
109WINTON GROUP Ltd$1.4M1
110Mitsubishi UFJ Trust & Banking Corp$1.3M1
111Weiss Asset Management LP$1.2M1
112Tidal Investments LLC$1.2M1
113Pinnacle Financial Partners, Inc.$1.2M1
114CITIGROUP INC$1.2M1
115HSBC HOLDINGS PLC$1.1M1
116WBI INVESTMENTS, LLC$1.1M1
117Janus Henderson Group Ltd.$1.0M1
118Chicago Partners Investment Group LLC$1.0M1
119Freestone Grove Partners LP$1.0M1
120Qsemble Capital Management, LP$1.0M1
121Vanguard Personalized Indexing Management, LLC$983K1
122GRIMES & Co WEALTH MANAGEMENT, LLC$981K1
123Capital Investment Advisory Services, LLC$967K1
124Vident Advisory, LLC$951K1
125BLAIR WILLIAM & CO/IL$925K1
126Brevan Howard Capital Management LP$895K1
127LPL Financial LLC$891K1
128AXQ CAPITAL, LP$883K1
129Amundi$862K1
130Aviance Capital Partners, LLC$836K1
131YOUSIF CAPITAL MANAGEMENT, LLC$786K1
132CSS LLC/IL$749K1
133Grandeur Peak Global Advisors, LLC$747K1
134KLP KAPITALFORVALTNING AS$734K1
135PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$731K1
136ENVESTNET ASSET MANAGEMENT INC$727K1
137STATE OF WISCONSIN INVESTMENT BOARD$724K1
138Merit Financial Group, LLC$722K1
139Arizona State Retirement System$707K1
140Unison Advisors LLC$692K1
141Jain Global LLC$691K1
142Elo Mutual Pension Insurance Co$680K1
143HighTower Advisors, LLC$669K1
144NORDEA INVESTMENT MANAGEMENT AB$662K1
145Vanguard Investments Australia, Ltd.$659K1
146GUGGENHEIM CAPITAL LLC$653K1
147OCCUDO QUANTITATIVE STRATEGIES LP$644K1
148Perbak Capital Partners LLP$628K1
149COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$624K1
150FIFTH THIRD BANCORP$622K1
151Kera Capital Partners, Inc.$587K1
152Barnes Dennig Private Wealth Management LLC$584K1
153OREGON PUBLIC EMPLOYEES RETIREMENT FUND$578K1
154Tributary Capital Management, LLC$574K1
155Baker Avenue Asset Management, LP$565K1
156Rodgers Brothers Inc.$565K1
157STIFEL FINANCIAL CORP$559K1
158VOYA INVESTMENT MANAGEMENT LLC$559K1
159Focus Partners Advisor Solutions, LLC$520K1
160PEAK6 LLC$514K1
161Abel Hall, LLC$513K1
162Cetera Investment Advisers$511K1
163Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$501K1
164MANUFACTURERS LIFE INSURANCE COMPANY, THE$499K1
165BOOTHBAY FUND MANAGEMENT, LLC$487K1
166Maryland State Retirement & Pension System$486K1
167HUB Investment Partners, LLC$486K1
168DIVERSIFIED MANAGEMENT INC$469K1
169Jefferies Financial Group Inc.$465K1
170EVERGREEN CAPITAL MANAGEMENT LLC$463K1
171WELLINGTON MANAGEMENT GROUP LLP$441K1
172DEUTSCHE BANK AG\$435K1
173Pictet Asset Management Holding SA$432K1
174Vise Technologies, Inc.$429K1
175Allworth Financial LP$429K1
176MIRABELLA FINANCIAL SERVICES LLP$428K1
177CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$422K1
178Inspire Advisors, LLC$410K1
179O'SHAUGHNESSY ASSET MANAGEMENT, LLC$407K1
180Universal- Beteiligungs- und Servicegesellschaft mbH$405K1
181TEACHER RETIREMENT SYSTEM OF TEXAS$404K1
182BAMCO INC /NY/$396K1
183Neo Ivy Capital Management$394K1
184WCG Wealth Advisors LLC$389K1
185Pallas Capital Advisors LLC$386K1
186Atom Investors LP$385K1
187CoreFirst Bank & Trust$374K1
188Crossmark Global Holdings, Inc.$373K1
189FOX RUN MANAGEMENT, L.L.C.$350K1
190US BANCORP \DE\$346K1
191M&T BANK CORP$322K1
192Aaron Wealth Advisors LLC$312K1
193First National Advisers, LLC$309K1
194EVOLVE PRIVATE WEALTH, LLC$305K1
195PINNACLE ASSOCIATES LTD$302K1
196Inscription Capital, LLC$302K1
197Ethic Inc.$297K1
198Bull Harbor Capital LLC$293K1
199UNITED CAPITAL FINANCIAL ADVISORS, LLC$289K1
200MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$289K1
201CHOREO, LLC$287K1
202Curi Capital, LLC$284K1
203CHILDRESS CAPITAL ADVISORS, LLC$281K1
204Sendero Wealth Management, LLC$281K1
205CAPSTONE INVESTMENT ADVISORS, LLC$279K1
206TRUIST FINANCIAL CORP$269K1
207Callan Family Office, LLC$262K1
208EP Wealth Advisors, LLC$255K1
209EXCHANGE TRADED CONCEPTS, LLC$248K1
210SIGNATUREFD, LLC$246K1
211CIBC Asset Management Inc$246K1
212Sagewood Asset Management LP$244K1
213NorthCrest Asset Manangement, LLC$242K1
214Cambria Investment Management, L.P.$241K1
215Uncommon Cents Investing LLC$241K1
216Financiere des Professionnels - Fonds d'investissement inc.$240K1
217Krilogy Financial LLC$239K1
218XPONANCE LLC$232K1
219Farringdon Capital, Ltd.$219K1
220CIBC Bancorp USA Inc.$217K1
221HB Wealth Management, LLC$212K1
222Lombard Odier Asset Management (USA) Corp$206K1
223Frec Markets, Inc.$201K1
224MAI Capital Management$173K1
225Aquatic Capital Management LLC$165K1
226SIMPLEX TRADING, LLC$165K1
227WELLS FARGO & COMPANY/MN$159K1
228State of Wyoming$157K1
229Ensign Peak Advisors, Inc$148K1
230Smartleaf Asset Management LLC$145K1
231Quarry LP$101K1
232Rockefeller Capital Management L.P.$94.9K1
233Arax Advisory Partners$93.7K1
234NOMURA ASSET MANAGEMENT CO LTD$88.9K1
235Sterling Capital Management LLC$84.3K1
236Deseret Mutual Benefit Administrators$81.1K1
237SJS Investment Consulting Inc.$72.9K1
238QUADRANT CAPITAL GROUP LLC$68.5K1
239BNP Paribas Asset Management Holding S.A.$68.2K1
240GROUP ONE TRADING LLC$63.6K1
241True Wealth Design, LLC$62.0K1
242MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$59.5K1
243Parkside Financial Bank & Trust$56.8K1
244Wealth Enhancement Trust Services, Inc.$51.0K1
245MetLife Investment Management, LLC$41.1K1
246Larson Financial Group LLC$37.8K1
247NATIONAL BANK OF CANADA /FI/$36.9K1
248Pinnacle Wealth Planning Services, Inc.$36.4K1
249Tower Research Capital LLC (TRC)$36.1K1
250NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$32.0K1
251Aster Capital Management (DIFC) Ltd$30.1K1
252GILPIN WEALTH MANAGEMENT, LLC$25.0K1
253TOTH FINANCIAL ADVISORY CORP$22.9K1
254SBI Securities Co., Ltd.$20.9K1
255OSAIC HOLDINGS, INC.$18.4K1
256Activest Wealth Management$17.0K1
257Bayforest Capital Ltd$16.2K1
258FINANCIAL CONSULATE, INC$15.9K1
259UMB Bank, n.a.$15.5K1
260Founders Capital Management$15.2K1
261Investors Research Corp$15.2K1
262EASTERN BANK$12.7K1
263Owl Creek Wealth Partners LLC$11.4K1
264Steward Partners Investment Advisory, LLC$10.6K1
265Mitsubishi UFJ Asset Management Co., Ltd.$9.2K1
266TD Waterhouse Canada Inc.$8.6K1
267Johnson Financial Group, Inc.$8.5K1
268Leonteq Securities AG$5.6K1
269HRT FINANCIAL LP$5.3K1
270Hartford Financial Management Inc.$5.0K1
271AMERICAN NATIONAL BANK & TRUST$4.9K1
272Clearstead Trust, LLC$4.5K1
273BOYD WATTERSON ASSET MANAGEMENT LLC/OH$4.4K1
274GHP Investment Advisors, Inc.$4.2K1
275ELEVATION WEALTH PARTNERS, LLC$4.1K1
276Sachetta, LLC$3.8K1
277SALEM INVESTMENT COUNSELORS INC$3.2K1
278Transamerica Financial Advisors, LLC$3.1K1
279Salomon & Ludwin, LLC$3.1K1
280Bell Investment Advisors, Inc$3.1K1
281Addison Advisors LLC$3.0K1
282MV CAPITAL MANAGEMENT, INC.$2.7K1
283NEW YORK STATE TEACHERS RETIREMENT SYSTEM$2.6K1
284DANSKE BANK A/S$2.5K1
285DekaBank Deutsche Girozentrale$2.5K1
286CVA Family Office, LLC$2.3K1
287CANADA LIFE ASSURANCE Co$2.1K1
288Wall Street Financial Group, Inc.$2.0K1
289HARBOR CAPITAL ADVISORS, INC.$1.9K1
290THRIVENT FINANCIAL FOR LUTHERANS$1.7K1
291Paladin Partners, LLC$1.7K1
292Prestige Wealth Management Group LLC$1.5K1
293State of Alaska, Department of Revenue$1.4K1
294Keating Financial Advisory Services, Inc.$1.4K1
295Spire Wealth Management$1.2K1
296FARMERS & MERCHANTS INVESTMENTS INC$1.1K1
297Treasurer of the State of North Carolina$1.1K1
298Rakuten Securities, Inc.$1.0K1
299Truvestments Capital LLC$8651
300SHP Wealth Management$8641
301DT Investment Partners, LLC$8391
302SouthState Bank Corp$7621
303GSA CAPITAL PARTNERS LLP$7531
304JPL Wealth Management, LLC$7121
305JFS WEALTH ADVISORS, LLC$5341
306ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$4831
307Cromwell Holdings LLC$4061
308NATIXIS ADVISORS, LLC$3461
309INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$2961
310Grove Bank & Trust$2791
311ASSETMARK, INC$2091
312KBC Group NV$1861
313Hilton Head Capital Partners, LLC$1781
314ACADIAN ASSET MANAGEMENT LLC$1721
315Abound Wealth Management$1271
316Cassaday & Co Wealth Management LLC$771
317Ankerstar Wealth, LLC$761
318DiNuzzo Private Wealth, Inc.$511
319WPG Advisers, LLC$511
320Vermillion Wealth Management, Inc.$251
321Penserra Capital Management LLC$131
322Smithfield Trust Co$51
323Capital Advisors, Ltd. LLC$01
324Avion Wealth$01
325VANGUARD GROUP INC— value not disclosed1
326FIL Ltd— value not disclosed1
327HARBOUR INVESTMENTS, INC.— value not disclosed1
328Clearstead Advisors, LLC— value not disclosed1
329COMERICA BANK— value not disclosed1
330CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM— value not disclosed1
331D. E. Shaw & Co., Inc.— value not disclosed1
332ING GROEP NV— value not disclosed1
333WEXFORD CAPITAL LP— value not disclosed1
334PROFUND ADVISORS LLC— value not disclosed1
335SEIZERT CAPITAL PARTNERS, LLC— value not disclosed1
336BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
337NATIXIS— value not disclosed1
338CIBC Private Wealth Group LLC— value not disclosed1
339Bridgewater Associates, LP— value not disclosed1
340Magnetar Financial LLC— value not disclosed1
341NORGES BANK— value not disclosed1
342Manchester Capital Management LLC— value not disclosed1
343IMC-Chicago, LLC— value not disclosed1
344Verition Fund Management LLC— value not disclosed1
345TWO SIGMA ADVISERS, LP— value not disclosed1
346Daiwa Securities Group Inc.— value not disclosed1
347TCTC Holdings, LLC— value not disclosed1
348Quantbot Technologies LP— value not disclosed1
349VOLORIDGE INVESTMENT MANAGEMENT, LLC— value not disclosed1
350Sequoia Financial Advisors, LLC— value not disclosed1
351Caprock Group, LLC— value not disclosed1
352Engineers Gate Manager LP— value not disclosed1
353Rehmann Capital Advisory Group— value not disclosed1
354Patten Group, Inc.— value not disclosed1
355Quadrature Capital Ltd— value not disclosed1
356Ilmarinen Mutual Pension Insurance Co— value not disclosed1
357Bridgefront Capital, LLC— value not disclosed1
358IFG Advisory, LLC— value not disclosed1
359Qube Research & Technologies Ltd— value not disclosed1
360Martin Capital Partners, LLC— value not disclosed1
361ExodusPoint Capital Management, LP— value not disclosed1
362CX Institutional— value not disclosed1
363Global Retirement Partners, LLC— value not disclosed1
364Sanctuary Advisors, LLC— value not disclosed1
365Physician Wealth Advisors, Inc.— value not disclosed1
366CERTUITY, LLC— value not disclosed1
367Optas, LLC— value not disclosed1
368INCEPTIONR LLC— value not disclosed1
369TFC Financial Management, Inc.— value not disclosed1
370XTX Topco Ltd— value not disclosed1
371Kestra Advisory Services, LLC— value not disclosed1
372Medina Value Partners, LLC— value not disclosed1
373Caerus Investment Advisors, LLC— value not disclosed1
374Tejara Capital Ltd— value not disclosed1
375AlphaQuest LLC— value not disclosed1
376EARNED WEALTH ADVISORS, LLC— value not disclosed1
377SageView Advisory Group, LLC— value not disclosed1
378iSAM Funds (UK) Ltd— value not disclosed1
379Dunhill Financial, LLC— value not disclosed1
380Caitong International Asset Management Co., Ltd— value not disclosed1
381Frank, Rimerman Advisors LLC— value not disclosed1
382Valued Wealth Advisors LLC— value not disclosed1
383Private Wealth Management Group, LLC— value not disclosed1
384Sivia Capital Partners, LLC— value not disclosed1
385Breakwater Investment Management— value not disclosed1
386Rialto Wealth Management, LLC— value not disclosed1
387Dogwood Wealth Management LLC— value not disclosed1
388Roehl & Yi Investment Advisors, LLC— value not disclosed1
389ENTRUST FINANCIAL LLC— value not disclosed1
Truncated by Public Filings. Every one of the 324 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 RHI

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for RHI · financials and macro

Financials — as filed PLANNED

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