Public record / Tickers / RUN

RUN — Sunrun Inc.†

Both disclosure regimes on one name: who in Congress filed about RUN, 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
110
all PTR rows naming RUN
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
04-17
filed 2023-04-17
13F holders
391
top-391 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

Daniel S. Goldman · $1.0K–$15.0K

SELL · traded 2023-03-01 → filed 2023-04-17. Ranked over every RUN row by the provable lower bound, never a point estimate.

No member disclosed RUN 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 RUN 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 RUN · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning RUN
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-04-17Daniel S. Goldman D–NY-10SELL partial (partial sale)Traded 03-01 LATE·47d$1K–$15K
2022-01-27Alan S. Lowenthal D–CA-47BUY JT (jointly owned)Traded 01-14 +13d$1K–$15K
2020-11-21Alan S. Lowenthal D–CA-47BUY SP (spouse-owned)Traded 11-12 +9d$1K–$15K
2020-10-28Alan S. Lowenthal D–CA-47BUY SP (spouse-owned)Traded 10-13 +15d$1K–$15K
2020-10-15Alan S. Lowenthal D–CA-47SELL partial · SP (partial sale, spouse-owned)Traded 10-07 +8d—amount unparsed
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 110 ↗

Members active in RUN

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

No member disclosed RUN in the trailing 12 months.

Congress ↔ notable managers · RUN

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
0 — $0 held

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

Merged timeline of congressional filings and notable-manager moves on RUN
DateWhoChangeSize
2026-05-15Bridgewater Associates 13FTRIM−149,630 sh
2026-05-15Soros Fund Management 13FTRIM−2,210,018 sh
2026-05-14Caxton Associates 13FTRIM−21,668 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 RUN for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$568M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$175M1
3Greenvale Capital LLP$163M1
4VANGUARD CAPITAL MANAGEMENT LLC$136M1
5STATE STREET CORP$127M1
6Invesco Ltd.$123M1
7Grantham, Mayo, Van Otterloo & Co. LLC$106M1
8TWO SIGMA INVESTMENTS, LP$106M1
9D. E. Shaw & Co., Inc.$98.5M1
10DIMENSIONAL FUND ADVISORS LP$88.4M1
11Alyeska Investment Group, L.P.$88.2M1
12GEODE CAPITAL MANAGEMENT, LLC$83.9M1
13BNP Paribas Asset Management Holding S.A.$67.9M1
14Robeco Schweiz AG$57.3M1
15MORGAN STANLEY$53.6M1
16Amundi$44.8M1
17Maple Rock Capital Partners Inc.$40.7M1
18UBS Group AG$36.7M1
19DEUTSCHE BANK AG\$34.1M1
20CANYON CAPITAL ADVISORS LLC$33.5M1
21NORTHERN TRUST CORP$33.3M1
22VOLORIDGE INVESTMENT MANAGEMENT, LLC$31.3M1
23BIT Capital GmbH$31.0M1
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC$28.9M1
25RENAISSANCE TECHNOLOGIES LLC$28.0M1
26BANK OF AMERICA CORP /DE/$27.9M1
27MILLENNIUM MANAGEMENT LLC$25.7M1
28VANGUARD FIDUCIARY TRUST CO$20.2M1
29Bank of New York Mellon Corp$18.9M1
30Capital World Investors$17.4M1
31SCHRODER INVESTMENT MANAGEMENT GROUP$16.7M1
32ARDSLEY ADVISORY PARTNERS LP$15.4M1
33PRINCIPAL FINANCIAL GROUP INC$15.3M1
34Man Group plc$14.8M1
35Connor, Clark & Lunn Investment Management Ltd.$14.4M1
36SORA INVESTORS LLC$13.7M1
37Holocene Advisors, LP$12.8M1
38AMERIPRISE FINANCIAL INC$12.4M1
39PUBLIC SECTOR PENSION INVESTMENT BOARD$11.3M1
40UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$10.4M1
41Squarepoint Ops LLC$10.3M1
42DnB Asset Management AS$10.2M1
43Nuveen, LLC$10.2M1
44DIVERSIFY WEALTH MANAGEMENT, LLC$9.5M1
45Universal- Beteiligungs- und Servicegesellschaft mbH$9.5M1
46Trexquant Investment LP$9.0M1
47JUPITER ASSET MANAGEMENT LTD$8.3M1
48ROYAL BANK OF CANADA$8.2M1
49FMR LLC$7.4M1
50Legal & General Group Plc$7.3M1
51FIRST TRUST ADVISORS LP$7.2M1
52MASTERS CAPITAL MANAGEMENT LLC$6.8M1
53Swiss National Bank$6.2M1
54ALLIANCEBERNSTEIN L.P.$6.2M1
55AMERICAN CENTURY COMPANIES INC$6.0M1
56FRANKLIN RESOURCES INC$5.9M1
57RWC Asset Management LLP$5.6M1
58SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.6M1
59ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$5.6M1
60CITADEL ADVISORS LLC$5.3M1
61Creative Planning$5.1M1
62BALYASNY ASSET MANAGEMENT L.P.$4.8M1
63Hillsdale Investment Management Inc.$4.8M1
64ALPS ADVISORS INC$4.7M1
65NOMURA HOLDINGS INC$4.6M1
66Jefferies Financial Group Inc.$4.6M1
67Rockefeller Capital Management L.P.$4.4M1
68PRUDENTIAL FINANCIAL INC$4.3M1
69AQR CAPITAL MANAGEMENT LLC$4.1M1
70OSSIAM$3.9M1
71Aquatic Capital Management LLC$3.9M1
72NORDEN GROUP LLC$3.7M1
73Vontobel Holding Ltd.$3.5M1
74CITIGROUP INC$3.5M1
75Assenagon Asset Management S.A.$3.4M1
76Susquehanna Portfolio Strategies, LLC$3.3M1
77Caption Management, LLC$3.2M1
78Freestone Grove Partners LP$3.2M1
79VOYA INVESTMENT MANAGEMENT LLC$3.1M1
80MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.7M1
81VANGUARD ASSET MANAGEMENT, Ltd$2.7M1
82PDT Partners, LLC$2.6M1
83WELLS FARGO & COMPANY/MN$2.5M1
84GMT CAPITAL CORP$2.3M1
85CANADA PENSION PLAN INVESTMENT BOARD$2.3M1
86LAZARD ASSET MANAGEMENT LLC$2.3M1
87Qsemble Capital Management, LP$2.3M1
88PLUSTICK MANAGEMENT LLC$2.2M1
89RAYMOND JAMES FINANCIAL INC$2.1M1
90ZACKS INVESTMENT MANAGEMENT$2.1M1
91INTECH INVESTMENT MANAGEMENT LLC$2.1M1
92Bridgewater Associates, LP$2.1M1
93Zurcher Kantonalbank (Zurich Cantonalbank)$2.1M1
94MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.0M1
95GC Wealth Management RIA, LLC$2.0M1
96HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$2.0M1
97Quadrature Capital Ltd$1.9M1
98NIA IMPACT ADVISORS, LLC$1.9M1
99Baader Bank Aktiengesellschaft$1.9M1
100NATIXIS$1.9M1
101BOOTHBAY FUND MANAGEMENT, LLC$1.8M1
102STOREBRAND ASSET MANAGEMENT AS$1.8M1
103LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.7M1
104EP Wealth Advisors, LLC$1.7M1
105MetLife Investment Management, LLC$1.7M1
106HSBC HOLDINGS PLC$1.6M1
107BANK OF MONTREAL /CAN/$1.6M1
108Northwest & Ethical Investments L.P.$1.6M1
109ExodusPoint Capital Management, LP$1.5M1
110State of New Jersey Common Pension Fund D$1.5M1
111CAXTON ASSOCIATES LLP$1.5M1
112Vanguard Global Advisers, LLC$1.4M1
113HUSSMAN STRATEGIC ADVISORS, INC.$1.4M1
114Tidal Investments LLC$1.4M1
115Janus Henderson Group Ltd.$1.4M1
116STATE OF WISCONSIN INVESTMENT BOARD$1.3M1
117NISA INVESTMENT ADVISORS, LLC$1.3M1
118SEI INVESTMENTS CO$1.2M1
119Quantinno Capital Management LP$1.1M1
120RIDGECREST WEALTH PARTNERS, LLC$1.1M1
121Walleye Capital LLC$1.1M1
122Ballentine Partners, LLC$1.0M1
123BROOKFIELD Corp /ON/$978K1
124NEW YORK STATE COMMON RETIREMENT FUND$978K1
125XTX Topco Ltd$970K1
126B. Riley Wealth Advisors, Inc.$942K1
127Blackstone Inc.$925K1
128CREDIT AGRICOLE S A$886K1
129Mirae Asset Global Investments Co., Ltd.$881K1
130Blueshift Asset Management, LLC$880K1
131SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$880K1
132OFI INVEST ASSET MANAGEMENT$879K1
133Quantbot Technologies LP$869K1
134Arizona State Retirement System$864K1
135AMG National Trust Bank$851K1
136YOUSIF CAPITAL MANAGEMENT, LLC$848K1
137Federation des caisses Desjardins du Quebec$801K1
138DUFF & PHELPS INVESTMENT MANAGEMENT CO$795K1
139Corient Private Wealth LLC$790K1
140COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$778K1
141Vanguard Investments Australia, Ltd.$774K1
142BARCLAYS PLC$755K1
143STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$751K1
144CLOVERFIELDS CAPITAL GROUP, LP$750K1
145DRIVE WEALTH MANAGEMENT, LLC$749K1
146FIFTH THIRD BANCORP$734K1
147OREGON PUBLIC EMPLOYEES RETIREMENT FUND$720K1
148Polymer Capital Management (US) LLC$716K1
149Advisors Asset Management, Inc.$716K1
150KLP KAPITALFORVALTNING AS$693K1
151HighTower Advisors, LLC$691K1
152JENNISON ASSOCIATES LLC$691K1
153Voleon Capital Management LP$690K1
154Green Alpha Advisors, LLC$688K1
155COMMONWEALTH EQUITY SERVICES, LLC$663K1
156LPL Financial LLC$617K1
157ProShare Advisors LLC$615K1
158JOURNEY STRATEGIC WEALTH LLC$610K1
159Skandinaviska Enskilda Banken AB (publ)$600K1
160MERCER GLOBAL ADVISORS INC /ADV$599K1
161Pathstone Holdings, LLC$598K1
162OXFORD ASSET MANAGEMENT LLP$574K1
163Vident Advisory, LLC$530K1
164Pictet Asset Management Holding SA$510K1
165VICTORY CAPITAL MANAGEMENT INC$491K1
166GUIDANCE CAPITAL, INC$466K1
167Maryland State Retirement & Pension System$457K1
168Bleakley Financial Group, LLC$439K1
169Bridgefront Capital, LLC$431K1
170Mitsubishi UFJ Asset Management Co., Ltd.$428K1
171TWO SIGMA SECURITIES, LLC$427K1
172Cetera Investment Advisers$414K1
173M&G Plc$387K1
174JACOBS LEVY EQUITY MANAGEMENT, INC$383K1
175GUGGENHEIM CAPITAL LLC$383K1
176Banco Santander, S.A.$383K1
177BANK OF NOVA SCOTIA$380K1
178Havemeyer Place LP$373K1
179MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$360K1
180Brevan Howard Capital Management LP$355K1
181U.S. Capital Wealth Advisors, LLC$353K1
182XPONANCE LLC$345K1
183Ridge Creek Global, Inc$344K1
184US BANCORP \DE\$332K1
185Graham Capital Management, L.P.$328K1
186Focus Partners Wealth$316K1
187OSAIC HOLDINGS, INC.$306K1
188Marex Group Ltd$302K1
189STIFEL FINANCIAL CORP$301K1
190Cornerstone Investment Partners, LLC$297K1
191Vanguard Personalized Indexing Management, LLC$297K1
192NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$291K1
193BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$291K1
194OPPENHEIMER & CO INC$287K1
195Empowered Funds, LLC$283K1
196Schonfeld Strategic Advisors LLC$278K1
197Harvest Portfolios Group Inc.$277K1
198OLD NATIONAL BANCORP /IN/$270K1
199SOROS FUND MANAGEMENT LLC$264K1
200Fieldview Capital Management, LLC$264K1
201Caitong International Asset Management Co., Ltd$263K1
202Mariner, LLC$253K1
203O'SHAUGHNESSY ASSET MANAGEMENT, LLC$251K1
204Ameritas Investment Partners, Inc.$246K1
205Walleye Trading LLC$243K1
206Tower Research Capital LLC (TRC)$243K1
207nVerses Capital, LLC$238K1
208BROWN ADVISORY INC$228K1
209Parallax Volatility Advisers, L.P.$227K1
210&PARTNERS$227K1
211Alphadyne Asset Management LP$222K1
212Frank, Rimerman Advisors LLC$220K1
213GREENLEAF TRUST$218K1
214Private Advisor Group, LLC$215K1
215Scientech Research LLC$212K1
216Swiss Life Asset Management Ltd$211K1
217Semanteon Capital Management, LP$206K1
218Crossmark Global Holdings, Inc.$206K1
219CAPSTONE INVESTMENT ADVISORS, LLC$202K1
220INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$198K1
221MIRABELLA FINANCIAL SERVICES LLP$193K1
222EVERGREEN CAPITAL MANAGEMENT LLC$184K1
223Ethic Inc.$183K1
224Ensign Peak Advisors, Inc$179K1
225FORA Capital, LLC$179K1
226ENVESTNET ASSET MANAGEMENT INC$178K1
227M&T BANK CORP$172K1
228CIBC WORLD MARKET INC.$171K1
229CIBC Bancorp USA Inc.$170K1
230MBL Wealth, LLC$164K1
231SCOTIA CAPITAL INC.$162K1
232INCEPTIONR LLC$158K1
233BLAIR WILLIAM & CO/IL$157K1
234JANE STREET GROUP, LLC$154K1
235Provident Living Financial Services, Inc.$154K1
236CIBC Asset Management Inc$153K1
237CHOREO, LLC$141K1
238Pekao Towarzystwo Funduszy Inwestycyjnych S.A.$121K1
239Pinnacle Wealth Planning Services, Inc.$104K1
240CWM, LLC$104K1
241Sterling Capital Management LLC$103K1
242QUADRANT CAPITAL GROUP LLC$101K1
243NATIONAL BANK OF CANADA /FI/$87.3K1
244SIGNATUREFD, LLC$86.5K1
245Leonteq Securities AG$85.2K1
246CSS LLC/IL$74.3K1
247LMR Partners LLP$42.0K1
248TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$40.7K1
249Manchester Capital Management LLC$35.9K1
250SUMMIT SECURITIES GROUP LLC$35.8K1
251Smartleaf Asset Management LLC$33.4K1
252First Pacific Financial$32.3K1
253Clearstead Advisors, LLC$31.9K1
254NOMURA ASSET MANAGEMENT CO LTD$27.1K1
255Kemnay Advisory Services Inc.$25.5K1
256ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$23.1K1
257UMB Bank, n.a.$20.8K1
258SBI Securities Co., Ltd.$19.9K1
259Salomon & Ludwin, LLC$15.3K1
260Allworth Financial LP$15.1K1
261Center for Financial Planning, Inc.$15.0K1
262Wilmington Savings Fund Society, FSB$13.8K1
263Y.D. More Investments Ltd$13.6K1
264Ritter Daniher Financial Advisory LLC / DE$11.1K1
265Aster Capital Management (DIFC) Ltd$9.6K1
266Costello Asset Management, INC$6.8K1
267TD Waterhouse Canada Inc.$5.1K1
268Medallion Wealth Advisors, LLC$4.5K1
269CHESAPEAKE ASSET MANAGEMENT LLC$4.3K1
270Atlantic Union Bankshares Corp$4.1K1
271True Wealth Design, LLC$3.8K1
272ALGERT GLOBAL LLC$3.7K1
273Keating Financial Advisory Services, Inc.$3.6K1
274Steward Partners Investment Advisory, LLC$3.4K1
275Elequin Capital, LP$3.3K1
276CANADA LIFE ASSURANCE Co$3.2K1
277INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$2.8K1
278CDKV HOLDINGS LLC$2.7K1
279Prestige Wealth Management Group LLC$2.7K1
280Bell Investment Advisors, Inc$2.6K1
281NEW YORK STATE TEACHERS RETIREMENT SYSTEM$2.4K1
282ASSETMARK, INC$2.3K1
283Larson Financial Group LLC$2.1K1
284THRIVENT FINANCIAL FOR LUTHERANS$2.1K1
285Quantitative Investment Management, LLC$2.1K1
286MV CAPITAL MANAGEMENT, INC.$2.1K1
287WPG Advisers, LLC$2.0K1
288Physician Wealth Advisors, Inc.$1.8K1
289Private Wealth Management Group, LLC$1.7K1
290GSA CAPITAL PARTNERS LLP$1.7K1
291State of Alaska, Department of Revenue$1.6K1
292FARMERS & MERCHANTS INVESTMENTS INC$1.5K1
293Parkside Financial Bank & Trust$1.4K1
294CVA Family Office, LLC$1.4K1
295Kilter Group LLC$1.3K1
296MAI Capital Management$1.1K1
297Quarry LP$9631
298AMALGAMATED BANK$9021
299SWAN Capital LLC$8951
300CHILTON CAPITAL MANAGEMENT LLC$7871
301TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$7771
302KBC Group NV$7231
303VAN ECK ASSOCIATES CORP$5601
304SALEM INVESTMENT COUNSELORS INC$5431
305EVERMAY WEALTH MANAGEMENT LLC$5431
306JFS WEALTH ADVISORS, LLC$5291
307Ankerstar Wealth, LLC$5021
308Vermillion Wealth Management, Inc.$4611
309DekaBank Deutsche Girozentrale$4501
310DiNuzzo Private Wealth, Inc.$4481
311SJS Investment Consulting Inc.$4081
312West Branch Capital LLC$4071
313Financial Freedom, LLC$4071
314Caitlin John, LLC$4071
315Blue Trust, Inc.$3531
316SHP Wealth Management$3391
317Annis Gardner Whiting Capital Advisors, LLC$3391
318GILPIN WEALTH MANAGEMENT, LLC$3391
319PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$3231
320Sunrise Financial Services, LLC$2711
321TD Capital Management LLC$2311
322Rialto Wealth Management, LLC$2311
323Abound Wealth Management$1631
324GHP Investment Advisors, Inc.$1361
325Addison Advisors LLC$1231
326ALBION FINANCIAL GROUP /UT$821
327Investors Research Corp$681
328HFM Investment Advisors, LLC$541
329Crewe Advisors LLC$411
330Penserra Capital Management LLC$161
331Activest Wealth Management$01
332VANGUARD GROUP INC— value not disclosed1
333FIL Ltd— value not disclosed1
334MML INVESTORS SERVICES, LLC— value not disclosed1
335Laird Norton Wetherby Trust Company, LLC— value not disclosed1
336DANSKE BANK A/S— value not disclosed1
337MEEDER ASSET MANAGEMENT INC— value not disclosed1
338HARBOUR INVESTMENTS, INC.— value not disclosed1
339PANAGORA ASSET MANAGEMENT INC— value not disclosed1
340COMERICA BANK— value not disclosed1
341ACADIAN ASSET MANAGEMENT LLC— value not disclosed1
342MACKENZIE FINANCIAL CORP— value not disclosed1
343GROUP ONE TRADING LLC— value not disclosed1
344PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO— value not disclosed1
345NATIXIS ADVISORS, LLC— value not disclosed1
346FEDERATED HERMES, INC.— value not disclosed1
347CIBC WORLD MARKETS CORP— value not disclosed1
348PROFUND ADVISORS LLC— value not disclosed1
349TRUST CO OF VERMONT— value not disclosed1
350COUNTRY TRUST BANK— value not disclosed1
351CIBC Private Wealth Group LLC— value not disclosed1
352NORGES BANK— value not disclosed1
353PEAK6 LLC— value not disclosed1
354Verition Fund Management LLC— value not disclosed1
355TWO SIGMA ADVISERS, LP— value not disclosed1
356Contour Asset Management LLC— value not disclosed1
357Edgestream Partners, L.P.— value not disclosed1
358Dynamic Technology Lab Private Ltd— value not disclosed1
359Cerity Partners LLC— value not disclosed1
360Alpine Global Management, LLC— value not disclosed1
361Engineers Gate Manager LP— value not disclosed1
362Bayesian Capital Management, LP— value not disclosed1
363WEALTH ENHANCEMENT ADVISORY SERVICES, LLC— value not disclosed1
364USA FINANCIAL FORMULAS— value not disclosed1
365Numerai GP LLC— value not disclosed1
366McIlrath & Eck, LLC— value not disclosed1
367Union Bancaire Privee, UBP SA— value not disclosed1
368DV Trading LLC— value not disclosed1
369Qube Research & Technologies Ltd— value not disclosed1
370Lingotto Investment Management LLP— value not disclosed1
371Global Retirement Partners, LLC— value not disclosed1
372Farringdon Capital, Ltd.— value not disclosed1
373Wealthfront Advisers LLC— value not disclosed1
374SAGE RHINO CAPITAL LLC— value not disclosed1
375Y-Intercept (Hong Kong) Ltd— value not disclosed1
376State of Wyoming— value not disclosed1
377Kestra Advisory Services, LLC— value not disclosed1
378Maxi Investments CY Ltd— value not disclosed1
379AlphaQuest LLC— value not disclosed1
380Allspring Global Investments Holdings, LLC— value not disclosed1
381PharVision Advisers, LLC— value not disclosed1
382Forum Financial Management, LP— value not disclosed1
383SageView Advisory Group, LLC— value not disclosed1
384Signature Resources Capital Management, LLC— value not disclosed1
385Dunhill Financial, LLC— value not disclosed1
386LBP AM SA— value not disclosed1
387Turning Point Benefit Group, Inc.— value not disclosed1
388Abel Hall, LLC— value not disclosed1
389REX Advisers, LLC— value not disclosed1
390PIAR LLC— value not disclosed1
391Groupe la Francaise— value not disclosed1
Truncated by Public Filings. Every one of the 331 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)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 RUN

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for RUN · financials and macro

Financials — as filed PLANNED

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