Public record / Tickers / TAP

TAP — MOLSON COORS BEVERAGE CO†

Both disclosure regimes on one name: who in Congress filed about TAP, 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
44
all PTR rows naming TAP
Members · 12m
2
2 buys · 1 sells · by trade date
Latest PTR
08-05
filed 2026-08-05
13F holders
500
top-500 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

John Hoeven · $100K–$250K

SELL · traded 2018-12-27 → filed 2019-01-11. Ranked over every TAP row by the provable lower bound, never a point estimate.

2 members · 2 buys / 1 sells

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

18 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

8 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. 8 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING TAP · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning TAP
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Julie Johnson D–TX-32BUY JT (jointly owned)Traded 2025-09-23 LATE·316d$1K–$15K
2026-08-05Julie Johnson D–TX-32SELL JT (jointly owned)Traded 2025-09-23 LATE·316d$1K–$15K
2026-07-21Alan Armstrong R–OKBUYTraded 03-27 LATE·116d$1K–$15K
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31SELLTraded 03-13 +25d$1K–$15K
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 11-18 +27d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 44 ↗

Members active in TAP

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing TAP 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.
Gilbert Ray Cisneros, Jr. D–CA-312−$14.0K to $14.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2

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

Congress ↔ notable managers · TAP

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

Congress · last 90 days

Buyers
2 Alan Armstrong R–OK, Julie Johnson D–TX-32 $2K–$30K
Sellers
1 Julie Johnson D–TX-32 $1K–$15K

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

Notable managers · quarter ended 2026-03-31

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · MOLSON COORS BEVERAGE CO

Merged timeline of congressional filings and notable-manager moves on TAP
DateWhoChangeSize
2026-08-05Julie Johnson CongressBUY$1K–$15K
2026-08-05Julie Johnson CongressSELL$1K–$15K
2026-07-21Alan Armstrong CongressBUY$1K–$15K
2026-05-15Fairfax Financial 13FADD+100,000 sh
2026-05-15Gotham Asset Management 13FADD+477,617 sh
2026-05-15Tudor Investment Corp 13FNEW+499,753 sh
2026-05-15Bridgewater Associates 13FTRIM−36,301 sh
2026-05-14Caxton Associates 13FEXIT−4,325 sh

8 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 TAP for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1DODGE & COX$798M1
2BlackRock, Inc.$504M1
3VANGUARD CAPITAL MANAGEMENT LLC$458M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$389M1
5STATE STREET CORP$377M1
6DIMENSIONAL FUND ADVISORS LP$360M1
7Invesco Ltd.$224M1
8AQR CAPITAL MANAGEMENT LLC$202M1
9MORGAN STANLEY$129M1
10DEUTSCHE BANK AG\$109M1
11SCHRODER INVESTMENT MANAGEMENT GROUP$101M1
12ROYAL LONDON ASSET MANAGEMENT LTD$101M1
13ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$85.9M1
14Contrarius Group Holdings Ltd$84.9M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$79.5M1
16TWO SIGMA INVESTMENTS, LP$73.3M1
17BRANDES INVESTMENT PARTNERS, LP$70.6M1
18FAIRFAX FINANCIAL HOLDINGS LTD/ CAN$61.9M1
19NORTHERN TRUST CORP$61.0M1
20Man Group plc$58.0M1
21UBS Group AG$57.4M1
22CITADEL ADVISORS LLC$54.8M1
23D. E. Shaw & Co., Inc.$53.9M1
24CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$53.6M1
25BANK OF AMERICA CORP /DE/$51.2M1
26RWC Asset Management LLP$50.9M1
27Capital International Investors$49.5M1
28Gotham Asset Management, LLC$48.8M1
29PFA Pension, Forsikringsaktieselskab$44.8M1
30Squarepoint Ops LLC$42.7M1
31VANGUARD FIDUCIARY TRUST CO$40.6M1
32Ranmore Fund Management Ltd$38.8M1
33FMR LLC$34.8M1
34MILLENNIUM MANAGEMENT LLC$34.5M1
35UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$29.2M1
36WILSEY ASSET MANAGEMENT INC$29.1M1
37Clarkston Capital Partners, LLC$28.6M1
38CITIGROUP INC$25.9M1
39STOREBRAND ASSET MANAGEMENT AS$24.9M1
40Robeco Institutional Asset Management B.V.$23.7M1
41ARIEL INVESTMENTS, LLC$23.6M1
42Quantinno Capital Management LP$22.6M1
43TUDOR INVESTMENT CORP ET AL$21.5M1
44Weiss Asset Management LP$20.3M1
45Wallace Capital Management Inc.$19.7M1
46Amundi$19.4M1
47AMERICAN CENTURY COMPANIES INC$18.7M1
48Nuveen, LLC$18.4M1
49Vanguard Global Advisers, LLC$18.4M1
50Legal & General Group Plc$18.1M1
51JUPITER ASSET MANAGEMENT LTD$17.6M1
52M&G Plc$16.5M1
53PRIVATE MANAGEMENT GROUP INC$16.3M1
54SUSQUEHANNA INTERNATIONAL GROUP, LLP$16.2M1
55FRANKLIN RESOURCES INC$16.1M1
56PANAGORA ASSET MANAGEMENT INC$15.8M1
57JANE STREET GROUP, LLC$15.6M1
58Skylands Capital, LLC$14.8M1
59Swiss National Bank$14.8M1
60AMG National Trust Bank$14.0M1
61STATE OF WISCONSIN INVESTMENT BOARD$11.9M1
62Pine Valley Investments Ltd Liability Co$11.6M1
63SEI INVESTMENTS CO$11.2M1
64HSBC HOLDINGS PLC$11.0M1
65OLD NATIONAL BANCORP /IN/$10.3M1
66BANK OF MONTREAL /CAN/$10.1M1
67NATIONAL BANK OF CANADA /FI/$9.8M1
68PRINCIPAL FINANCIAL GROUP INC$9.6M1
69Cambria Investment Management, L.P.$9.5M1
70LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$8.9M1
71ALLIANCEBERNSTEIN L.P.$8.6M1
72Mitsubishi UFJ Asset Management Co., Ltd.$8.6M1
73WELLS FARGO & COMPANY/MN$7.9M1
74Connor, Clark & Lunn Investment Management Ltd.$7.8M1
75RAYMOND JAMES FINANCIAL INC$6.9M1
76MAC Alpha Capital Management, LP$6.6M1
77CAPITAL MANAGEMENT CORP /VA$6.6M1
78Baker Ellis Asset Management LLC$6.5M1
79WINTON GROUP Ltd$6.5M1
80ADAGE CAPITAL PARTNERS GP, L.L.C.$6.5M1
81Bank Julius Baer & Co. Ltd, Zurich$6.4M1
82STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$6.2M1
83Sage Capital Advisors,llc$6.0M1
84Empowered Funds, LLC$6.0M1
85J. Goldman & Co LP$5.8M1
86VANGUARD ASSET MANAGEMENT, Ltd$5.7M1
87MACKENZIE FINANCIAL CORP$5.5M1
88MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.3M1
89Janus Henderson Group Ltd.$5.3M1
90Vontobel Holding Ltd.$5.2M1
91ROYAL BANK OF CANADA$5.0M1
92COMMONWEALTH EQUITY SERVICES, LLC$5.0M1
93Oak Thistle LLC$5.0M1
94ALPS ADVISORS INC$4.7M1
95Alpha Omega Wealth Management LLC$4.3M1
96Capital Investment Counsel, LLC$4.3M1
97FEDERATED HERMES, INC.$4.2M1
98LPL Financial LLC$4.1M1
99ENVESTNET ASSET MANAGEMENT INC$4.0M1
100Brevan Howard Capital Management LP$4.0M1
101VOLORIDGE INVESTMENT MANAGEMENT, LLC$4.0M1
102FIRST TRUST ADVISORS LP$4.0M1
103NEW ENGLAND ASSET MANAGEMENT INC$4.0M1
104SummitTX Capital, L.P.$3.9M1
105Tidal Investments LLC$3.8M1
106Prosperitas Financial LLC$3.8M1
107Kingsview Wealth Management, LLC$3.7M1
108Schonfeld Strategic Advisors LLC$3.6M1
109Chevy Chase Trust Holdings, LLC$3.6M1
110CastleKnight Management LP$3.4M1
111CANADA PENSION PLAN INVESTMENT BOARD$3.4M1
112STEPHENS INC /AR/$3.2M1
113ADVISORY RESEARCH INC$3.2M1
114Focus Partners Wealth$3.2M1
115Creative Planning$3.2M1
116Zurcher Kantonalbank (Zurich Cantonalbank)$3.2M1
117BNP Paribas Asset Management Holding S.A.$3.1M1
118Vident Advisory, LLC$3.0M1
119NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$2.9M1
120CIBC Bancorp USA Inc.$2.9M1
121HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$2.8M1
122GUGGENHEIM CAPITAL LLC$2.7M1
123EXCHANGE TRADED CONCEPTS, LLC$2.5M1
124Corient Private Wealth LLC$2.5M1
125FIFTH THIRD BANCORP$2.5M1
126State of New Jersey Common Pension Fund D$2.4M1
127Universal- Beteiligungs- und Servicegesellschaft mbH$2.2M1
128MERCER GLOBAL ADVISORS INC /ADV$2.2M1
129Y-Intercept (Hong Kong) Ltd$2.2M1
130Federation des caisses Desjardins du Quebec$2.2M1
131CLARK ESTATES INC/NY$2.1M1
132ProShare Advisors LLC$2.1M1
133PUBLIC SECTOR PENSION INVESTMENT BOARD$2.1M1
134Arizona State Retirement System$2.0M1
135XTX Topco Ltd$2.0M1
136Elo Mutual Pension Insurance Co$2.0M1
137Czech National Bank$2.0M1
138Bridgefront Capital, LLC$1.9M1
139Vanguard Investments Australia, Ltd.$1.9M1
140BALYASNY ASSET MANAGEMENT L.P.$1.9M1
141STATE OF MICHIGAN RETIREMENT SYSTEM$1.9M1
142ONTARIO TEACHERS PENSION PLAN BOARD$1.8M1
143Kestra Advisory Services, LLC$1.8M1
144STANCE CAPITAL LLC$1.8M1
145Asset Management One Co., Ltd.$1.7M1
146COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.7M1
147VOYA INVESTMENT MANAGEMENT LLC$1.7M1
148CIBC Asset Management Inc$1.7M1
149Cerity Partners LLC$1.6M1
150Pictet Asset Management Holding SA$1.6M1
151Mirae Asset Global Investments Co., Ltd.$1.6M1
152Summit Trail Advisors, LLC$1.6M1
153Retirement Systems of Alabama$1.5M1
154CIBC WORLD MARKET INC.$1.5M1
155Private Advisor Group, LLC$1.5M1
156SHELTON CAPITAL MANAGEMENT$1.5M1
157Havemeyer Place LP$1.5M1
158Sumitomo Mitsui DS Asset Management Company, Ltd$1.5M1
159Mariner, LLC$1.5M1
160UniSuper Management Pty Ltd$1.4M1
161Pathstone Holdings, LLC$1.4M1
162Aviance Capital Partners, LLC$1.4M1
163Waverly Advisors, LLC$1.4M1
164TD ASSET MANAGEMENT INC$1.3M1
165TORONTO DOMINION BANK$1.2M1
166Sowell Financial Services LLC$1.2M1
167WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.1M1
168Woodline Partners LP$1.1M1
169Vise Technologies, Inc.$1.1M1
170Zurich Insurance Group Ltd/FI$1.1M1
171Cetera Investment Advisers$1.1M1
172Financial Solutions Advisory Group, Inc.$1.1M1
173AMERICAN FINANCIAL GROUP INC$1.1M1
174NEOS Investment Management LLC$1.0M1
175NewEdge Advisors, LLC$1.0M1
176CEERA INVESTMENTS, LLC$1.0M1
177Quadrature Capital Ltd$1.0M1
178NEW YORK LIFE INVESTMENT MANAGEMENT LLC$999K1
179Parrish Capital LLC$967K1
180MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$952K1
181Vanguard Personalized Indexing Management, LLC$913K1
182DRW Securities, LLC$912K1
183J.W. COLE ADVISORS, INC.$893K1
184Investment Management Corp of Ontario$892K1
185BOOTHBAY FUND MANAGEMENT, LLC$880K1
186OREGON PUBLIC EMPLOYEES RETIREMENT FUND$837K1
187CWM, LLC$832K1
188KEYBANK NATIONAL ASSOCIATION/OH$813K1
189Swiss Life Asset Management Ltd$804K1
190MATHER GROUP, LLC.$802K1
191STIFEL FINANCIAL CORP$780K1
192MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$776K1
193Callan Family Office, LLC$773K1
194Addenda Capital Inc.$732K1
195XPONANCE LLC$728K1
196Wealthfront Advisers LLC$719K1
197Rakuten Investment Management, Inc.$716K1
198Palogic Value Management, L.P.$710K1
199&PARTNERS$689K1
200Daiwa Securities Group Inc.$676K1
201Leonteq Securities AG$659K1
202Garner Asset Management Corp$651K1
203WORLDQUANT MILLENNIUM ADVISORS LLC$649K1
204OSAIC HOLDINGS, INC.$633K1
205Inlet Private Wealth, LLC$609K1
206Sanctuary Advisors, LLC$608K1
207MERIDIAN INVESTMENT COUNSEL INC.$608K1
208Atria Investments, Inc$598K1
209GATEWAY INVESTMENT ADVISERS LLC$587K1
210OFI INVEST ASSET MANAGEMENT$566K1
211CSS LLC/IL$565K1
212Investors Research Corp$561K1
213MISSION WEALTH MANAGEMENT, LP$551K1
214OneDigital Investment Advisors LLC$527K1
215Sequoia Financial Advisors, LLC$525K1
216BANK OF NOVA SCOTIA$517K1
217Advyzon Investment Management, LLC$514K1
218LONGFELLOW INVESTMENT MANAGEMENT CO LLC$508K1
219Indivisible Partners$505K1
220Linden Thomas Advisory Services, LLC$498K1
221MAI Capital Management$495K1
222O'SHAUGHNESSY ASSET MANAGEMENT, LLC$488K1
223Paragon Capital Management Ltd$488K1
224Walleye Capital LLC$481K1
225NORTHCAPE WEALTH MANAGEMENT, LLC$477K1
226Manske Wealth Management$476K1
227VICTORY FINANCIAL GROUP, LLC$473K1
228Pinnacle Financial Partners, Inc.$472K1
229Engineers Gate Manager LP$464K1
230Allspring Global Investments Holdings, LLC$463K1
231HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$458K1
232Illinois Municipal Retirement Fund$456K1
233HighTower Advisors, LLC$453K1
234Legacy Capital Group California, Inc.$451K1
235Forza Wealth Management, LLC$451K1
236OPPENHEIMER ASSET MANAGEMENT INC.$448K1
237Jefferies Financial Group Inc.$441K1
2381834 INVESTMENT ADVISORS CO$441K1
239MIZUHO SECURITIES USA LLC$441K1
240Rafferty Asset Management, LLC$436K1
241CAPSTONE INVESTMENT ADVISORS, LLC$430K1
242US BANCORP \DE\$416K1
243denkapparat Operations GmbH$414K1
244HANCOCK WHITNEY CORP$412K1
245nVerses Capital, LLC$409K1
246Crossmark Global Holdings, Inc.$401K1
247CHOREO, LLC$400K1
248Aberdeen Group plc$399K1
249Norinchukin Bank, The$398K1
250Rockefeller Capital Management L.P.$394K1
251Chicago Partners Investment Group LLC$393K1
252MML INVESTORS SERVICES, LLC$391K1
253Bridgewater Associates, LP$390K1
254Utah Retirement Systems$382K1
255INTEGRITY ALLIANCE, LLC.$379K1
256Capital Investment Advisors, LLC$369K1
257M&T BANK CORP$360K1
258Venture Visionary Partners LLC$359K1
259GREENWOOD CAPITAL ASSOCIATES LLC$355K1
260Capital International, Inc./CA/$355K1
261NOMURA ASSET MANAGEMENT CO LTD$348K1
262DnB Asset Management AS$348K1
263Traub Capital Management LLC$347K1
264Maryland State Retirement & Pension System$344K1
265Tower Research Capital LLC (TRC)$333K1
266Procyon Advisors, LLC$333K1
267TD Waterhouse Canada Inc.$328K1
268WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$327K1
269Aaron Wealth Advisors LLC$322K1
270Blue Water Asset Management$312K1
271INCEPTIONR LLC$312K1
272McElhenny Sheffield Capital Management, LLC$311K1
273Oldfield Partners LLP$310K1
274SUMMITRY LLC$307K1
275Meeder Advisory Services, Inc.$306K1
276Horizon Advisory Services, Inc.$306K1
277TRUIST FINANCIAL CORP$304K1
278HB Wealth Management, LLC$302K1
279Corecam AG$301K1
280TEACHER RETIREMENT SYSTEM OF TEXAS$300K1
281MUFG Securities EMEA plc$299K1
282Central Pacific Bank - Trust Division$293K1
283OMERS ADMINISTRATION Corp$292K1
284DOLIVER ADVISORS, LP$292K1
285NATIXIS$291K1
286SILVER OAK SECURITIES, INCORPORATED$290K1
287Powell Investment Advisors, LLC$289K1
288Marex Group Ltd$287K1
289Summit Financial, LLC$286K1
290Empirical Finance, LLC$283K1
291Baird Financial Group, Inc.$282K1
292Truvestments Capital LLC$281K1
293WBI INVESTMENTS, LLC$281K1
294Counterpoint Mutual Funds LLC$273K1
295GROUPAMA ASSET MANAGMENT$272K1
296NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$263K1
297EP Wealth Advisors, LLC$255K1
298Financial Advisors Network, Inc.$255K1
299SIGNET FINANCIAL MANAGEMENT, LLC$251K1
300OPPENHEIMER & CO INC$248K1
301AFFINITY INVESTMENT ADVISORS, LLC$245K1
302WELLINGTON MANAGEMENT GROUP LLP$245K1
303Fieldview Capital Management, LLC$245K1
304MACQUARIE GROUP LTD$240K1
305Apollon Wealth Management, LLC$240K1
306Merit Financial Group, LLC$239K1
307UNITED CAPITAL FINANCIAL ADVISORS, LLC$237K1
308Cardinal Point Capital Management ULC$237K1
309Generali Investments Towarzystwo Funduszy Inwestycyjnych$237K1
310State of Wyoming$236K1
311NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$233K1
312Optas, LLC$225K1
313BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$224K1
314PATTON FUND MANAGEMENT, INC.$218K1
315FULTON BANK, N.A.$213K1
316PFG Investments, LLC$213K1
317CHILDRESS CAPITAL ADVISORS, LLC$211K1
318CHIRON CAPITAL MANAGEMENT, LLC$207K1
319North Dakota State Investment Board$206K1
320Kera Capital Partners, Inc.$201K1
321GROUP ONE TRADING LLC$201K1
322Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$200K1
323SECURIAN ASSET MANAGEMENT, INC$196K1
324OSSIAM$193K1
325Quarry LP$177K1
326DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$173K1
327BFSG, LLC$125K1
328New Age Alpha Advisors, LLC$116K1
329TEMA ETFS LLC$114K1
330Intesa Sanpaolo Wealth Management$112K1
331Resona Asset Management Co.,Ltd.$96.7K1
332Bayforest Capital Ltd$87.9K1
333Caitlin John, LLC$82.8K1
334Arax Advisory Partners$80.4K1
335QUADRANT CAPITAL GROUP LLC$77.0K1
336Eurizon Capital SGR S.p.A.$73.9K1
337Steward Partners Investment Advisory, LLC$72.1K1
338DANSKE BANK A/S$60.3K1
339Allworth Financial LP$54.8K1
340UMB Bank, n.a.$52.7K1
341Silvant Capital Management LLC$49.5K1
342Aquatic Capital Management LLC$42.2K1
343SIGNATUREFD, LLC$36.3K1
344WPG Advisers, LLC$34.9K1
345True Wealth Design, LLC$30.8K1
346Crewe Advisors LLC$27.4K1
347Cromwell Holdings LLC$23.7K1
348Spire Wealth Management$23.1K1
349Blue Trust, Inc.$23.0K1
350Parkside Financial Bank & Trust$22.4K1
351Larson Financial Group LLC$22.2K1
352KBC Group NV$21.4K1
353Cassaday & Co Wealth Management LLC$19.3K1
354BEACON INVESTMENT ADVISORY SERVICES, INC.$17.2K1
355DT Investment Partners, LLC$14.7K1
356Atlantic Union Bankshares Corp$13.9K1
357SUMMIT SECURITIES GROUP LLC$13.6K1
358Reyes Financial Architecture, Inc.$12.5K1
359Addison Advisors LLC$12.4K1
360ASSETMARK, INC$11.9K1
361Smartleaf Asset Management LLC$11.4K1
362Bank & Trust Co$10.9K1
363EVOLUTION WEALTH MANAGEMENT INC.$10.2K1
364Sachetta, LLC$9.4K1
365HRT FINANCIAL LP$9.4K1
366Godfrey Financial Associates, Inc.$8.8K1
367Beaird Harris Wealth Management, LLC$8.8K1
368INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$8.8K1
369FINANCIAL CONSULATE, INC$8.6K1
370SITTNER & NELSON, LLC$8.6K1
371Hilltop National Bank$8.6K1
372SJS Investment Consulting Inc.$8.3K1
373ALGERT GLOBAL LLC$8.2K1
374CVA Family Office, LLC$7.8K1
375DELTA ASSET MANAGEMENT LLC/TN$7.5K1
376Founders Capital Management$6.5K1
3771 NORTH WEALTH SERVICES LLC$6.5K1
378Westfuller Advisors, LLC$6.4K1
379Measured Wealth Private Client Group, LLC$6.2K1
380Geneos Wealth Management Inc.$5.5K1
381South Dakota Investment Council$5.4K1
382MV CAPITAL MANAGEMENT, INC.$5.3K1
383Clearstead Advisors, LLC$5.2K1
384Transamerica Financial Advisors, LLC$5.2K1
385DekaBank Deutsche Girozentrale$4.9K1
386MCF Advisors LLC$4.4K1
387JFS WEALTH ADVISORS, LLC$4.1K1
388Pinnacle Wealth Planning Services, Inc.$4.0K1
389Clearstead Trust, LLC$3.8K1
390Bell Investment Advisors, Inc$3.4K1
391Physician Wealth Advisors, Inc.$3.3K1
392Vermillion Wealth Management, Inc.$3.2K1
393State of Alaska, Department of Revenue$3.1K1
394Kilter Group LLC$3.1K1
395Annis Gardner Whiting Capital Advisors, LLC$3.0K1
396Treasurer of the State of North Carolina$3.0K1
397CALDWELL SUTTER CAPITAL, INC.$2.6K1
398Key Capital Management, INC$2.5K1
399Johnson Financial Group, Inc.$2.2K1
400Grove Bank & Trust$2.2K1
401CENTRAL TRUST Co$2.2K1
402MidFirst Bank$2.0K1
403Meramec Financial Planners, LLC$1.9K1
404ELEVATION WEALTH PARTNERS, LLC$1.9K1
405DiNuzzo Private Wealth, Inc.$1.6K1
406Rialto Wealth Management, LLC$1.5K1
407Manchester Capital Management LLC$1.4K1
408Intentional Wealth Strategies, LLC$1.3K1
409Owl Creek Wealth Partners LLC$1.3K1
410Claret Asset Management Corp$1.1K1
411PICTON MAHONEY ASSET MANAGEMENT$9041
412Smallwood Wealth Investment Management, LLC$8611
413Vestcor Inc$7591
414Virtu Financial LLC$7421
415Private Wealth Management Group, LLC$5601
416THRIVENT FINANCIAL FOR LUTHERANS$5491
417Abound Wealth Management$5171
418SouthState Bank Corp$4741
419Clayton Financial Group LLC$4311
420Fairman Group, LLC$4311
421CHILTON CAPITAL MANAGEMENT LLC$3451
422HFM Investment Advisors, LLC$3441
423Caitong International Asset Management Co., Ltd$2581
424GSA CAPITAL PARTNERS LLP$2181
425DecisionPoint Financial, LLC$2161
426Synergy Investment Management, LLC$1721
427Blume Capital Management, Inc.$1301
428Valued Wealth Advisors LLC$871
429Activest Wealth Management$861
430Employees Retirement System of Texas$811
431Rakuten Securities, Inc.$431
432Avion Wealth$21
433VANGUARD GROUP INC— value not disclosed1
434GLENMEDE TRUST CO NA— value not disclosed1
435VALLEY NATIONAL ADVISERS INC— value not disclosed1
436HARBOUR INVESTMENTS, INC.— value not disclosed1
437HOWARD HUGHES MEDICAL INSTITUTE— value not disclosed1
438COMERICA BANK— value not disclosed1
439MOODY ALDRICH PARTNERS LLC— value not disclosed1
440Swedbank AB— value not disclosed1
441KINGDON CAPITAL MANAGEMENT, L.L.C.— value not disclosed1
442VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
443CIBC WORLD MARKETS CORP— value not disclosed1
444PARK AVENUE SECURITIES LLC— value not disclosed1
445D.A. DAVIDSON & CO.— value not disclosed1
446EASTERN BANK— value not disclosed1
447PRUDENTIAL FINANCIAL INC— value not disclosed1
448FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.— value not disclosed1
449CIBC Private Wealth Group LLC— value not disclosed1
450Grantham, Mayo, Van Otterloo & Co. LLC— value not disclosed1
451NORGES BANK— value not disclosed1
452PEAK6 LLC— value not disclosed1
453Hudson Bay Capital Management LP— value not disclosed1
454GHP Investment Advisors, Inc.— value not disclosed1
455Baker Avenue Asset Management, LP— value not disclosed1
456HOURGLASS CAPITAL, LLC— value not disclosed1
457Verition Fund Management LLC— value not disclosed1
458Alberta Investment Management Corp— value not disclosed1
459TWO SIGMA ADVISERS, LP— value not disclosed1
460Edgestream Partners, L.P.— value not disclosed1
461Allianz Asset Management GmbH— value not disclosed1
462PDT Partners, LLC— value not disclosed1
463LMR Partners LLP— value not disclosed1
464Penserra Capital Management LLC— value not disclosed1
465Capital Advisors, Ltd. LLC— value not disclosed1
466Point72 Asset Management, L.P.— value not disclosed1
467Caprock Group, LLC— value not disclosed1
468Trexquant Investment LP— value not disclosed1
469EDMOND DE ROTHSCHILD HOLDING S.A.— value not disclosed1
470Versor Investments LP— value not disclosed1
471Sagewood Asset Management LP— value not disclosed1
472Holocene Advisors, LP— value not disclosed1
473AlphaCore Capital LLC— value not disclosed1
474Verdence Capital Advisors LLC— value not disclosed1
475DV Trading LLC— value not disclosed1
476Howard Capital Management, LLC— value not disclosed1
477ExodusPoint Capital Management, LP— value not disclosed1
478Distillate Capital Partners LLC— value not disclosed1
479Global Retirement Partners, LLC— value not disclosed1
480Qsemble Capital Management, LP— value not disclosed1
481SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC— value not disclosed1
482OCCUDO QUANTITATIVE STRATEGIES LP— value not disclosed1
483Sage Mountain Advisors LLC— value not disclosed1
484Maxi Investments CY Ltd— value not disclosed1
485AlTi Global, Inc.— value not disclosed1
486DV EQUITIES, LLC— value not disclosed1
487Optiver Holding B.V.— value not disclosed1
488NewEdge Wealth, LLC— value not disclosed1
489Accurate Wealth Management, LLC— value not disclosed1
490AlphaQuest LLC— value not disclosed1
491PharVision Advisers, LLC— value not disclosed1
492Highlander Partners, L.P.— value not disclosed1
493Forum Financial Management, LP— value not disclosed1
494SageView Advisory Group, LLC— value not disclosed1
495AXQ CAPITAL, LP— value not disclosed1
496Cape Investment Advisory, Inc.— value not disclosed1
497Dunhill Financial, LLC— value not disclosed1
498DoubleLine ETF Adviser LP— value not disclosed1
499Kingdom Financial Group LLC.— value not disclosed1
500LBP AM SA— value not disclosed1
Truncated by Public Filings. Every one of the 432 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)2 buy / 1 sell
Congress net ($ bound)−$13.0K to $29.0K
Filers net (actions)not in build
Filers net ($ 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 TAP

RETAINED WINDOW · ACTIVE HITS
Signal hits naming TAP
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 against2 hits

Every rule, with its definition →

Planned modules for TAP · financials and macro

Financials — as filed PLANNED

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