Public record / Tickers / SITE

SITE — SiteOne Landscape Supply, Inc.†

Both disclosure regimes on one name: who in Congress filed about SITE, 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
22
all PTR rows naming SITE
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
07-15
filed 2021-07-15
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

Josh Gottheimer · $1.0K–$15.0K

SELL · traded 2021-06-24 → filed 2021-07-15. Ranked over every SITE row by the provable lower bound, never a point estimate.

No member disclosed SITE 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.

4 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 SITE 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 SITE · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SITE
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2021-07-15Josh Gottheimer D–NJ-5SELL JT (jointly owned)Traded 06-24 +21d$1K–$15K
2021-06-15Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 05-13 +33d$1K–$15K
2021-01-11Cisneros, Gilbert —SELL partial (partial sale)Traded 2020-12-07 +35d$1K–$15K
2021-01-07Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 2020-12-02 +36d$1K–$15K
2020-11-05Gilbert Ray Cisneros, Jr. D–CA-31SELL partial (partial sale)Traded 10-29 +7d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 22 ↗

Members active in SITE

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

No member disclosed SITE in the trailing 12 months.

Congress ↔ notable managers · SITE

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 $7.0M held
Trimming
1 Caxton Associates $0 held

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

Merged timeline of congressional filings and notable-manager moves on SITE
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+26,532 sh
2026-05-14Caxton Associates 13FEXIT−1,949 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

full holders view ↗
Top institutional holders of SITE for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1AQR CAPITAL MANAGEMENT LLC$293M1
2WASATCH ADVISORS LP$282M1
3BlackRock, Inc.$275M1
4BAMCO INC /NY/$274M1
5VANGUARD CAPITAL MANAGEMENT LLC$267M1
6VANGUARD PORTFOLIO MANAGEMENT LLC$235M1
7Conestoga Capital Advisors, LLC$147M1
859 North Capital Management, LP$140M1
9Capital World Investors$128M1
10Artisan Partners Limited Partnership$111M1
11DIMENSIONAL FUND ADVISORS LP$107M1
12GEODE CAPITAL MANAGEMENT, LLC$105M1
13STATE STREET CORP$103M1
14UBS Group AG$96.2M1
15Amundi$93.6M1
16AMERIPRISE FINANCIAL INC$89.3M1
17CITADEL ADVISORS LLC$79.2M1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$78.3M1
19Schonfeld Strategic Advisors LLC$70.9M1
20Stephens Investment Management Group LLC$58.0M1
21Interval Partners, LP$57.5M1
22Janus Henderson Group Ltd.$54.7M1
23AMERICAN CENTURY COMPANIES INC$52.3M1
24MILLENNIUM MANAGEMENT LLC$49.6M1
25WELLS FARGO & COMPANY/MN$48.9M1
26BROWN ADVISORY INC$46.9M1
27Capital International Investors$46.6M1
28DRIEHAUS CAPITAL MANAGEMENT LLC$45.9M1
29BANK OF AMERICA CORP /DE/$37.3M1
30VANGUARD FIDUCIARY TRUST CO$37.0M1
31JANE STREET GROUP, LLC$36.9M1
32SEI INVESTMENTS CO$33.9M1
33NORTHERN TRUST CORP$32.6M1
34GILDER GAGNON HOWE & CO LLC$32.0M1
35ARGENT CAPITAL MANAGEMENT LLC$31.9M1
36Allspring Global Investments Holdings, LLC$31.6M1
37RAYMOND JAMES FINANCIAL INC$31.5M1
38DF DENT & CO INC$31.4M1
39ENVESTNET ASSET MANAGEMENT INC$30.8M1
40VOYA INVESTMENT MANAGEMENT LLC$29.2M1
41MORGAN STANLEY$29.0M1
42CITIGROUP INC$27.0M1
43BLI - Banque de Luxembourg Investments$27.0M1
44MENORA MIVTACHIM HOLDINGS LTD.$26.5M1
45Pembroke Management, LTD$26.3M1
46ROYAL BANK OF CANADA$25.0M1
47Fisher Asset Management, LLC$24.1M1
48Nuveen, LLC$23.7M1
49Bank of New York Mellon Corp$21.7M1
50UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$20.3M1
51FENIMORE ASSET MANAGEMENT INC$19.7M1
52FIFTH THIRD BANCORP$19.1M1
53Qube Research & Technologies Ltd$19.1M1
54Rivermont Capital Management LP$18.6M1
55WCM INVESTMENT MANAGEMENT, LLC$15.5M1
56NEW YORK STATE COMMON RETIREMENT FUND$15.4M1
57IEQ CAPITAL, LLC$14.5M1
58Zuckerman Investment Group, LLC$13.3M1
59Rockefeller Capital Management L.P.$13.2M1
60Swiss National Bank$11.7M1
61SEB Asset Management AB$11.7M1
62CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$11.4M1
63Cerity Partners LLC$11.2M1
64Kinetic Partners Management, LP$11.2M1
65Mariner, LLC$10.9M1
66SCOPUS ASSET MANAGEMENT, L.P.$10.6M1
67STIFEL FINANCIAL CORP$10.4M1
68BARCLAYS PLC$10.3M1
69ROYCE & ASSOCIATES LP$10.1M1
70CANADA PENSION PLAN INVESTMENT BOARD$10.1M1
71Universal- Beteiligungs- und Servicegesellschaft mbH$9.8M1
72Summit Creek Advisors LLC$8.5M1
73STATE OF WISCONSIN INVESTMENT BOARD$8.4M1
74CWM, LLC$8.4M1
75Pier Capital, LLC$7.8M1
76Crown Oak Advisors, LLC$7.3M1
77Gotham Asset Management, LLC$7.0M1
78EULAV Asset Management$6.8M1
79NICHOLAS COMPANY, INC.$6.4M1
80LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$6.2M1
81Invesco Ltd.$5.7M1
82STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$5.7M1
83Bridge City Capital, LLC$5.5M1
84Mediolanum International Funds Ltd$5.4M1
85VANGUARD ASSET MANAGEMENT, Ltd$5.3M1
86OPPENHEIMER ASSET MANAGEMENT INC.$5.3M1
87FIRST TRUST ADVISORS LP$5.3M1
88Legal & General Group Plc$5.2M1
89Creative Planning$5.1M1
90BOOTHBAY FUND MANAGEMENT, LLC$5.1M1
91WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD$5.0M1
92Illinois Municipal Retirement Fund$5.0M1
93Empire Life Investments Inc.$5.0M1
94Quantinno Capital Management LP$5.0M1
95KORNITZER CAPITAL MANAGEMENT INC /KS$5.0M1
96Focus Partners Wealth$4.8M1
97TD ASSET MANAGEMENT INC$4.7M1
98WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.5M1
99Lisanti Capital Growth, LLC$4.5M1
100MERCER GLOBAL ADVISORS INC /ADV$4.4M1
101Asset Management One Co., Ltd.$4.1M1
102BLAIR WILLIAM & CO/IL$4.0M1
103EFG International AG$3.9M1
104TRUIST FINANCIAL CORP$3.7M1
105ALLIANCEBERNSTEIN L.P.$3.5M1
106PRUDENTIAL FINANCIAL INC$3.3M1
107Lighthouse Investment Partners, LLC$3.2M1
108LPL Financial LLC$3.2M1
109KING LUTHER CAPITAL MANAGEMENT CORP$3.1M1
110NATIXIS$3.0M1
111Cinctive Capital Management LP$3.0M1
112Vestmark Advisory Solutions, Inc.$2.9M1
113Atom Investors LP$2.7M1
114CONGRESS ASSET MANAGEMENT CO$2.6M1
115Empowered Funds, LLC$2.6M1
116Ruffer LLP$2.5M1
117Vanguard Global Advisers, LLC$2.4M1
118NewEdge Wealth, LLC$2.4M1
119Pathstone Holdings, LLC$2.3M1
120OSSIAM$2.3M1
121US BANCORP \DE\$2.2M1
122Zurcher Kantonalbank (Zurich Cantonalbank)$2.2M1
123State of New Jersey Common Pension Fund D$2.1M1
124Voleon Capital Management LP$2.0M1
125LAZARD ASSET MANAGEMENT LLC$2.0M1
126Legato Capital Management LLC$2.0M1
127BUCKHEAD CAPITAL MANAGEMENT LLC$1.9M1
128FMR LLC$1.9M1
129Cetera Investment Advisers$1.9M1
130TEACHER RETIREMENT SYSTEM OF TEXAS$1.8M1
131Madison Asset Management, LLC$1.7M1
132Atria Investments, Inc$1.7M1
133Sanctuary Advisors, LLC$1.7M1
134Arizona State Retirement System$1.6M1
135Redmond Asset Management, LLC$1.6M1
136DAVENPORT & Co LLC$1.5M1
137Jain Global LLC$1.5M1
138Vanguard Investments Australia, Ltd.$1.4M1
139Skandinaviska Enskilda Banken AB (publ)$1.4M1
140LRT Capital Management, LLC$1.4M1
141Merit Financial Group, LLC$1.4M1
142MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.4M1
143VICTORY CAPITAL MANAGEMENT INC$1.3M1
144Corient Private Wealth LLC$1.3M1
145KLP KAPITALFORVALTNING AS$1.3M1
146Orion Porfolio Solutions, LLC$1.3M1
147Focus Partners Advisor Solutions, LLC$1.2M1
148MONTAG A & ASSOCIATES INC$1.2M1
149Holocene Advisors, LP$1.2M1
150Malaga Cove Capital, LLC$1.2M1
151&PARTNERS$1.1M1
152Callan Family Office, LLC$1.1M1
153OSAIC HOLDINGS, INC.$1.1M1
154Sovereign's Capital Management, LLC$1.1M1
155Birch Hill Investment Advisors LLC$1.0M1
156Krilogy Financial LLC$992K1
157Summit Trail Advisors, LLC$950K1
158Pictet Asset Management Holding SA$915K1
159Chicago Partners Investment Group LLC$885K1
160Tidal Investments LLC$847K1
161Sivia Capital Partners, LLC$813K1
162SUSQUEHANNA INTERNATIONAL GROUP, LLP$812K1
163MITCHELL & PAHL PRIVATE WEALTH, LLC$811K1
164HighTower Advisors, LLC$793K1
165MASSACHUSETTS FINANCIAL SERVICES CO /MA/$791K1
166EQUITABLE TRUST CO$765K1
167Aquatic Capital Management LLC$753K1
168Banque Transatlantique SA$747K1
169Magnetar Financial LLC$738K1
170HB Wealth Management, LLC$706K1
171COMMONWEALTH EQUITY SERVICES, LLC$700K1
172Pallas Capital Advisors LLC$692K1
173Insight Advisors, LLC/ PA$672K1
174GLENMEDE TRUST CO NA$665K1
175XPONANCE LLC$638K1
176EVOLVE PRIVATE WEALTH, LLC$611K1
177Avior Wealth Management, LLC$596K1
178O'SHAUGHNESSY ASSET MANAGEMENT, LLC$572K1
179LECAP ASSET MANAGEMENT LTD$557K1
180Curi Capital, LLC$551K1
181WADDELL & ASSOCIATES, LLC$551K1
182Bull Harbor Capital LLC$539K1
183MML INVESTORS SERVICES, LLC$514K1
184Giverny Capital Inc.$500K1
185Verition Fund Management LLC$499K1
186INDEPENDENT FINANCIAL GROUP, LLC$496K1
187DEUTSCHE BANK AG\$490K1
188AMI ASSET MANAGEMENT CORP$487K1
189Numerai GP LLC$484K1
190FOX RUN MANAGEMENT, L.L.C.$476K1
191Verdence Capital Advisors LLC$473K1
192IMC-Chicago, LLC$460K1
193Cynosure Group, LLC$450K1
194Hilltop Holdings Inc.$415K1
195Y-Intercept (Hong Kong) Ltd$413K1
196NorthCrest Asset Manangement, LLC$408K1
197Waverly Advisors, LLC$408K1
198SUMMITRY LLC$407K1
199ELEVATION POINT WEALTH PARTNERS, LLC$393K1
200Walleye Trading LLC$393K1
201Engineers Gate Manager LP$384K1
202CIBC WORLD MARKET INC.$382K1
203DRW Securities, LLC$381K1
204WEALTH ALLIANCE, LLC$380K1
205MAI Capital Management$379K1
206M&T BANK CORP$376K1
207Swiss Life Asset Management Ltd$374K1
208DUTCH ASSET Corp$373K1
209Baker Avenue Asset Management, LP$370K1
210Baird Financial Group, Inc.$364K1
211DnB Asset Management AS$360K1
212EVOKE WEALTH, LLC$355K1
213FIDUCIARY TRUST CO$348K1
214AZZAD ASSET MANAGEMENT INC /ADV$346K1
215NewEdge Advisors, LLC$339K1
216Ensign Peak Advisors, Inc$339K1
217Fieldview Capital Management, LLC$337K1
218Maryland State Retirement & Pension System$337K1
219LVW Advisors, LLC$326K1
220Utah Retirement Systems$311K1
221Allworth Financial LP$311K1
222Impact Capital Partners LLC$310K1
223Vanguard Personalized Indexing Management, LLC$303K1
224Rothschild Wealth LLC$293K1
225REGIONS FINANCIAL CORP$293K1
226Baker Ellis Asset Management LLC$293K1
227CONNABLE OFFICE INC$292K1
228Curated Wealth Partners LLC$288K1
229Sequoia Financial Advisors, LLC$280K1
230HSBC HOLDINGS PLC$277K1
231QTR Family Wealth, LLC$272K1
232CITIZENS FINANCIAL GROUP INC/RI$270K1
233DAYMARK WEALTH PARTNERS, LLC$245K1
234Brevan Howard Capital Management LP$241K1
235KEYNOTE FINANCIAL SERVICES LLC$234K1
236VestGen Advisors, LLC$233K1
237Parcion Private Wealth LLC$233K1
238Envestnet Portfolio Solutions, Inc.$227K1
239Pinnacle Financial Partners, Inc.$225K1
240BRIDGES INVESTMENT MANAGEMENT INC$224K1
241Family Manage LLC$224K1
242MARCO INVESTMENT MANAGEMENT LLC$222K1
243BEESE FULMER INVESTMENT MANAGEMENT, INC.$218K1
244PRINCIPAL FINANCIAL GROUP INC$206K1
245FRANKLIN RESOURCES INC$203K1
246ASSOCIATED BANC-CORP$203K1
247STEPHENS INC /AR/$202K1
248Freestone Grove Partners LP$193K1
249MetLife Investment Management, LLC$182K1
250Arax Advisory Partners$167K1
251INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$161K1
252Hilltop National Bank$156K1
253Sterling Capital Management LLC$147K1
254OP Asset Management Ltd$143K1
255BNP Paribas Asset Management Holding S.A.$119K1
256Steward Partners Investment Advisory, LLC$87.6K1
257Tower Research Capital LLC (TRC)$84.0K1
258State of Wyoming$82.4K1
259Eurizon Capital SGR S.p.A.$80.6K1
260True Wealth Design, LLC$74.5K1
261UMB Bank, n.a.$61.0K1
262NOMURA ASSET MANAGEMENT CO LTD$57.2K1
263QUADRANT CAPITAL GROUP LLC$54.7K1
264HM PAYSON & CO$53.0K1
265GROUP ONE TRADING LLC$39.9K1
266Bayforest Capital Ltd$37.0K1
267NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$36.6K1
268Premier Fund Managers Ltd$26.7K1
269Federation des caisses Desjardins du Quebec$26.5K1
270SJS Investment Consulting Inc.$23.6K1
271CrossGen Wealth, LLC$20.0K1
272SIMPLEX TRADING, LLC$18.1K1
273NATIXIS ADVISORS, LLC$17.1K1
274Smartleaf Asset Management LLC$16.1K1
275Activest Wealth Management$15.4K1
276ENTRUST FINANCIAL LLC$15.2K1
277Physician Wealth Advisors, Inc.$14.9K1
278Destiny Wealth Partners, LLC$14.6K1
279MATHER GROUP, LLC.$11.3K1
280Nemes Rush Group LLC$10.4K1
281Owl Creek Wealth Partners LLC$10.0K1
282N.E.W. Advisory Services LLC$9.1K1
283Parkside Financial Bank & Trust$8.7K1
284JONES FINANCIAL COMPANIES LLLP$7.7K1
285Mitsubishi UFJ Asset Management Co., Ltd.$6.9K1
286CVA Family Office, LLC$6.7K1
287ASSETMARK, INC$6.5K1
288SWAN Capital LLC$6.0K1
289Bell Investment Advisors, Inc$5.9K1
290JNBA Financial Advisors$5.7K1
291SIGNATUREFD, LLC$5.3K1
292Pinnacle Wealth Planning Services, Inc.$5.3K1
293PRIVATE TRUST CO NA$4.9K1
294Bank of New Hampshire$4.8K1
295Medallion Wealth Advisors, LLC$4.8K1
296First Command Advisory Services, Inc.$4.3K1
297SBI Securities Co., Ltd.$4.1K1
298Larson Financial Group LLC$3.9K1
299JFS WEALTH ADVISORS, LLC$3.7K1
300Clearstead Trust, LLC$3.7K1
301WOLFF WIESE MAGANA LLC$2.9K1
302Rachor Investment Advisory Services, LLC$2.9K1
303Keating Financial Advisory Services, Inc.$2.5K1
304Treasurer of the State of North Carolina$2.5K1
305TD Capital Management LLC$2.4K1
306ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$2.3K1
307Manchester Capital Management LLC$2.1K1
308JPL Wealth Management, LLC$2.1K1
309TD Waterhouse Canada Inc.$1.8K1
310CENTRAL TRUST Co$1.7K1
311FEDERATED HERMES, INC.$1.6K1
312KBC Group NV$1.1K1
313Signature Equity Partners, LLC$1.1K1
314NATIONAL BANK OF CANADA /FI/$9141
315NISA INVESTMENT ADVISORS, LLC$7991
316Blue Trust, Inc.$7991
317Cromwell Holdings LLC$7991
318ELEVATION WEALTH PARTNERS, LLC$7991
319DiNuzzo Private Wealth, Inc.$7991
320CANADA LIFE ASSURANCE Co$6911
321Vancity Investment Management Ltd$6721
322PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$6701
323SHP Wealth Management$6661
324Private Wealth Management Group, LLC$6661
325Rialto Wealth Management, LLC$6661
326Vermillion Wealth Management, Inc.$3991
327HFM Investment Advisors, LLC$3991
328State of Alaska, Department of Revenue$3751
329AMALGAMATED BANK$3601
330PARK AVENUE SECURITIES LLC$3431
331Virtu Financial LLC$2781
332NBT BANK, N.A.$2661
333Claret Asset Management Corp$2531
334ACADIAN ASSET MANAGEMENT LLC$1841
335Cassaday & Co Wealth Management LLC$1341
336Avion Wealth$01
337BANK OF NOVA SCOTIA— value not disclosed1
338VANGUARD GROUP INC— value not disclosed1
339DANSKE BANK A/S— value not disclosed1
340HARBOUR INVESTMENTS, INC.— value not disclosed1
341Clearstead Advisors, LLC— value not disclosed1
342ROYAL LONDON ASSET MANAGEMENT LTD— value not disclosed1
343COMERICA BANK— value not disclosed1
344MAVERICK CAPITAL LTD— value not disclosed1
345SEGALL BRYANT & HAMILL, LLC— value not disclosed1
346TRUST CO OF VERMONT— value not disclosed1
347TWO SIGMA INVESTMENTS, LP— value not disclosed1
348BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
349CIBC Private Wealth Group LLC— value not disclosed1
350Southpoint Capital Advisors LP— value not disclosed1
351NORGES BANK— value not disclosed1
352PEAK6 LLC— value not disclosed1
353PUBLIC SECTOR PENSION INVESTMENT BOARD— value not disclosed1
354J. Goldman & Co LP— value not disclosed1
355HRT FINANCIAL LP— value not disclosed1
356SG Capital Management LLC— value not disclosed1
357Twin Tree Management, LP— value not disclosed1
358Vestcor Inc— value not disclosed1
359MIRABELLA FINANCIAL SERVICES LLP— value not disclosed1
360Sandhill Capital Partners LLC— value not disclosed1
361VOLORIDGE INVESTMENT MANAGEMENT, LLC— value not disclosed1
362Private Advisor Group, LLC— value not disclosed1
363Point72 Asset Management, L.P.— value not disclosed1
364Trexquant Investment LP— value not disclosed1
365TradeLink Capital LLC— value not disclosed1
366Squarepoint Ops LLC— value not disclosed1
367OneDigital Investment Advisors LLC— value not disclosed1
368Pinnacle Bancorp, Inc.— value not disclosed1
369Bridgefront Capital, LLC— value not disclosed1
370ExodusPoint Capital Management, LP— value not disclosed1
371Global Retirement Partners, LLC— value not disclosed1
372Oak Thistle LLC— value not disclosed1
373Walleye Capital LLC— value not disclosed1
374MQS Management LLC— value not disclosed1
375Cartenna Capital, LP— value not disclosed1
376INCEPTIONR LLC— value not disclosed1
377XTX Topco Ltd— value not disclosed1
378Kestra Advisory Services, LLC— value not disclosed1
379Hill City Capital, LP— value not disclosed1
380B. Metzler seel. Sohn & Co. AG— value not disclosed1
381AlphaQuest LLC— value not disclosed1
382PharVision Advisers, LLC— value not disclosed1
383SageView Advisory Group, LLC— value not disclosed1
384Dunhill Financial, LLC— value not disclosed1
385Caitong International Asset Management Co., Ltd— value not disclosed1
386Quarry LP— value not disclosed1
387Heritage Family Offices, LLP— value not disclosed1
388CAXTON ASSOCIATES LLP— value not disclosed1
389SummitTX Capital, L.P.— value not disclosed1
Truncated by Public Filings. Every one of the 336 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 SITE

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for SITE · financials and macro

Financials — as filed PLANNED

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