Public record / Tickers / TEAM

TEAM — Atlassian Corp†

Both disclosure regimes on one name: who in Congress filed about TEAM, 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
23
all PTR rows naming TEAM
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
07-08
filed 2025-07-08
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

Daniel S. Goldman · $15.0K–$50.0K

SELL · traded 2023-07-12 → filed 2023-08-13. Ranked over every TEAM row by the provable lower bound, never a point estimate.

No member disclosed TEAM 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

5 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. 5 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING TEAM · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning TEAM
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-07-08Robert P. Bresnahan, Jr. R–PA-8SELLTraded 06-11 +27d$1K–$15K
2025-07-08Robert P. Bresnahan, Jr. R–PA-8SELL partial (partial sale)Traded 06-03 +35d$1K–$15K
2025-02-13Robert P. Bresnahan, Jr. R–PA-8BUYTraded 01-28 +16d$1K–$15K
2025-02-13Robert P. Bresnahan, Jr. R–PA-8BUYTraded 01-28 +16d$1K–$15K
2025-02-13Robert P. Bresnahan, Jr. R–PA-8BUYTraded 01-28 +16d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 23 ↗

Members active in TEAM

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

No member disclosed TEAM in the trailing 12 months.

Congress ↔ notable managers · TEAM

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

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

Merged timeline of congressional filings and notable-manager moves on TEAM
DateWhoChangeSize
2026-05-15Soros Fund Management 13FADD+248,749 sh
2026-05-15Gotham Asset Management 13FADD+98,310 sh
2026-05-15Bridgewater Associates 13FTRIM−369,593 sh
2026-05-15Moore Capital Management 13FEXIT−3,697 sh
2026-05-14Caxton Associates 13FEXIT−15,625 sh

5 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 TEAM for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$788M1
2BAILLIE GIFFORD & CO$680M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$675M1
4DnB Asset Management AS$551M1
5VANGUARD CAPITAL MANAGEMENT LLC$519M1
6Pictet Asset Management Holding SA$343M1
7TWO SIGMA INVESTMENTS, LP$317M1
8MORGAN STANLEY$289M1
9AQR CAPITAL MANAGEMENT LLC$283M1
10STATE STREET CORP$278M1
11Voyager Global Management LP$263M1
12UBS Group AG$194M1
13Carmignac Gestion$178M1
14UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$162M1
15FMR LLC$161M1
16FIRST TRUST ADVISORS LP$160M1
17Amundi$146M1
18D. E. Shaw & Co., Inc.$86.9M1
19NORTHERN TRUST CORP$83.7M1
20Nuveen, LLC$79.8M1
21Man Group plc$77.8M1
22Invesco Ltd.$76.5M1
23Legal & General Group Plc$75.4M1
24VANGUARD FIDUCIARY TRUST CO$73.4M1
25VOLORIDGE INVESTMENT MANAGEMENT, LLC$71.2M1
26JANE STREET GROUP, LLC$66.8M1
27JACOBS LEVY EQUITY MANAGEMENT, INC$66.6M1
28FEDERATED HERMES, INC.$64.5M1
29MILLENNIUM MANAGEMENT LLC$63.5M1
30CHARLES SCHWAB INVESTMENT MANAGEMENT INC$57.9M1
31Capital International Investors$55.4M1
32NORDEA INVESTMENT MANAGEMENT AB$55.0M1
33DEUTSCHE BANK AG\$51.4M1
34LOEWS CORP$50.5M1
35ROYAL BANK OF CANADA$46.3M1
36Ensign Peak Advisors, Inc$45.6M1
37ONTARIO TEACHERS PENSION PLAN BOARD$43.9M1
38Alyeska Investment Group, L.P.$37.4M1
39SOROS FUND MANAGEMENT LLC$36.5M1
40Connor, Clark & Lunn Investment Management Ltd.$34.3M1
41RENAISSANCE TECHNOLOGIES LLC$33.8M1
42Swiss National Bank$33.7M1
43CITIGROUP INC$31.9M1
44Qube Research & Technologies Ltd$29.9M1
45SUSQUEHANNA INTERNATIONAL GROUP, LLP$28.9M1
46IEQ CAPITAL, LLC$28.5M1
47BANK OF AMERICA CORP /DE/$28.0M1
48CANADA PENSION PLAN INVESTMENT BOARD$28.0M1
49Optimus Prime Fund Management Co., Ltd.$25.8M1
50NZS Capital, LLC$25.0M1
51OSSIAM$24.6M1
52GC Wealth Management RIA, LLC$22.8M1
53Skandinaviska Enskilda Banken AB (publ)$21.0M1
54Aquatic Capital Management LLC$20.7M1
55Assenagon Asset Management S.A.$20.6M1
56National Pension Service$20.0M1
57ODDO BHF ASSET MANAGEMENT SAS$19.8M1
58CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$19.8M1
59Danica Pension, Livsforsikringsaktieselskab$19.4M1
60Quantinno Capital Management LP$19.3M1
61VANGUARD ASSET MANAGEMENT, Ltd$19.0M1
62Capital World Investors$18.8M1
63Y-Intercept (Hong Kong) Ltd$16.5M1
64Allspring Global Investments Holdings, LLC$15.4M1
65Fisher Funds Management LTD$15.2M1
66Freestone Grove Partners LP$15.0M1
67ProShare Advisors LLC$14.7M1
68WELLS FARGO & COMPANY/MN$14.2M1
69TD ASSET MANAGEMENT INC$14.1M1
70BALYASNY ASSET MANAGEMENT L.P.$14.1M1
71Hudson Bay Capital Management LP$14.1M1
72ADAGE CAPITAL PARTNERS GP, L.L.C.$13.7M1
73PFA Pension, Forsikringsaktieselskab$13.4M1
74Gotham Asset Management, LLC$13.3M1
75GUGGENHEIM CAPITAL LLC$13.1M1
76Squarepoint Ops LLC$12.9M1
77Mitsubishi UFJ Asset Management Co., Ltd.$12.9M1
78Ardmore Road Asset Management LP$12.6M1
79Zurcher Kantonalbank (Zurich Cantonalbank)$12.4M1
80NATIXIS$12.4M1
81Grafton Street Partners Management Company, LLC$11.9M1
82Capco Asset Management, LLC$11.9M1
83HSBC HOLDINGS PLC$11.9M1
84USS Investment Management Ltd$11.6M1
85DIMENSIONAL FUND ADVISORS LP$11.6M1
86Rafferty Asset Management, LLC$10.9M1
87Vinva Investment Management Ltd$10.6M1
88WELLINGTON MANAGEMENT GROUP LLP$10.4M1
89ALLIANCEBERNSTEIN L.P.$10.4M1
90OP Asset Management Ltd$10.2M1
91STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$10.1M1
92AVIVA PLC$9.7M1
93Universal- Beteiligungs- und Servicegesellschaft mbH$9.5M1
94BROWN CAPITAL MANAGEMENT LLC$8.9M1
95Trexquant Investment LP$8.8M1
96Aberdeen Group plc$8.3M1
97Korea Investment CORP$8.3M1
98BNP Paribas Asset Management Holding S.A.$7.9M1
99Cerity Partners LLC$7.8M1
100FRANKLIN RESOURCES INC$7.8M1
1011832 Asset Management L.P.$7.7M1
102Mariner, LLC$7.5M1
103STATE OF WISCONSIN INVESTMENT BOARD$7.3M1
104CATALYST PRIVATE WEALTH, LLC$7.2M1
105ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$7.2M1
106CWM, LLC$6.7M1
107HARBER ASSET MANAGEMENT LLC$6.7M1
108BANK OF NOVA SCOTIA$6.7M1
109ROYAL LONDON ASSET MANAGEMENT LTD$6.6M1
110Vanguard Global Advisers, LLC$6.6M1
111MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$6.6M1
112MONIMUS CAPITAL MANAGEMENT, LP$6.5M1
113ING GROEP NV$6.4M1
114ENVESTNET ASSET MANAGEMENT INC$6.3M1
115XTX Topco Ltd$6.3M1
116SEI INVESTMENTS CO$6.1M1
117DANSKE BANK A/S$6.1M1
118NEOS Investment Management LLC$5.9M1
119Creative Planning$5.8M1
120Alphadyne Asset Management LP$5.8M1
121Vanguard Investments Australia, Ltd.$5.7M1
122Curi Capital, LLC$5.6M1
123NATIONAL BANK OF CANADA /FI/$5.6M1
124KLP KAPITALFORVALTNING AS$5.5M1
125Illinois Municipal Retirement Fund$5.5M1
126EFG International AG$5.3M1
127Mitsubishi UFJ Trust & Banking Corp$5.3M1
128APG Asset Management N.V.$5.0M1
129Asset Management One Co., Ltd.$5.0M1
130FORA Capital, LLC$4.8M1
131FIRST FINANCIAL BANKSHARES INC$4.8M1
132OBERNDORF WILLIAM E$4.8M1
133AMERICAN CENTURY COMPANIES INC$4.6M1
134BW Gestao de Investimentos Ltda.$4.6M1
135RAYMOND JAMES FINANCIAL INC$4.5M1
136Tejara Capital Ltd$4.5M1
137Headlands Technologies LLC$4.5M1
138VOYA INVESTMENT MANAGEMENT LLC$4.5M1
139BANK OF MONTREAL /CAN/$4.4M1
140SEB Asset Management AB$4.4M1
141Schonfeld Strategic Advisors LLC$4.3M1
142Federation des caisses Desjardins du Quebec$4.3M1
143Mirae Asset Global Investments Co., Ltd.$4.3M1
144FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$4.2M1
145DEEPWATER ASSET MANAGEMENT, LLC$4.2M1
146NOMURA ASSET MANAGEMENT CO LTD$4.2M1
147SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$4.2M1
148Robeco Institutional Asset Management B.V.$4.1M1
149LAZARD ASSET MANAGEMENT LLC$4.1M1
150Weiss Asset Management LP$4.0M1
151Tredje AP-fonden$4.0M1
152WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.0M1
153State of New Jersey Common Pension Fund D$3.9M1
154Engineers Gate Manager LP$3.9M1
155Lansforsakringar Fondforvaltning AB (publ)$3.8M1
156Candriam S.C.A.$3.8M1
157CIBC Bancorp USA Inc.$3.5M1
158MACKENZIE FINANCIAL CORP$3.5M1
159NOMURA HOLDINGS INC$3.5M1
160Eurizon Capital SGR S.p.A.$3.3M1
161IMC-Chicago, LLC$3.3M1
162MERCER GLOBAL ADVISORS INC /ADV$3.3M1
163OCCUDO QUANTITATIVE STRATEGIES LP$3.3M1
164Resona Asset Management Co.,Ltd.$3.3M1
165NISSAY ASSET MANAGEMENT CORP /JAPAN$3.2M1
166CREDIT AGRICOLE S A$3.2M1
167Saber Capital Managment, LLC$3.1M1
168Arizona State Retirement System$3.1M1
169HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$3.0M1
170Daiwa Securities Group Inc.$3.0M1
171Atom Investors LP$3.0M1
172Quadrature Capital Ltd$2.9M1
173Elo Mutual Pension Insurance Co$2.8M1
174Aware Super Pty Ltd as trustee of Aware Super$2.8M1
175Rubicon Global Capital Ltd$2.7M1
176LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2.7M1
177XPONANCE LLC$2.6M1
178Oak Thistle LLC$2.6M1
179CIBC Asset Management Inc$2.6M1
180Cetera Investment Advisers$2.4M1
181Biondo Investment Advisors, LLC$2.4M1
182Andra AP-fonden$2.4M1
183Parallax Volatility Advisers, L.P.$2.3M1
184Focus Partners Wealth$2.2M1
185Swiss Life Asset Management Ltd$2.2M1
186STIFEL FINANCIAL CORP$2.2M1
187Capital International Sarl$2.1M1
188Twin Tree Management, LP$2.1M1
189IFM Investors Pty Ltd$2.1M1
190Heron Bay Capital Management$2.1M1
191Linden Thomas Advisory Services, LLC$2.1M1
192Summit Trail Advisors, LLC$2.0M1
193CITADEL ADVISORS LLC$1.9M1
194Lane Generational LLC$1.8M1
195Utah Retirement Systems$1.8M1
196TORONTO DOMINION BANK$1.8M1
197SANDERS MORRIS HARRIS LLC$1.8M1
198Vanguard Personalized Indexing Management, LLC$1.7M1
199Magnetar Financial LLC$1.7M1
200SHELTON CAPITAL MANAGEMENT$1.7M1
201OMERS ADMINISTRATION Corp$1.6M1
202Leonteq Securities AG$1.6M1
203PICTON MAHONEY ASSET MANAGEMENT$1.6M1
204BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.6M1
205LPL Financial LLC$1.6M1
206Chicago Partners Investment Group LLC$1.6M1
207HighTower Advisors, LLC$1.5M1
208Blueshift Asset Management, LLC$1.5M1
209CEERA INVESTMENTS, LLC$1.5M1
210Voleon Capital Management LP$1.5M1
211Pathstone Holdings, LLC$1.4M1
212BLAIR WILLIAM & CO/IL$1.4M1
213LECAP ASSET MANAGEMENT LTD$1.4M1
214MATAURO, LLC$1.4M1
215Generali Investments Towarzystwo Funduszy Inwestycyjnych$1.4M1
216STOREBRAND ASSET MANAGEMENT AS$1.3M1
217OPPENHEIMER & CO INC$1.3M1
218Baker Avenue Asset Management, LP$1.3M1
219Merit Financial Group, LLC$1.3M1
220Carnegie Investment Counsel$1.3M1
221INCEPTIONR LLC$1.3M1
222ALPS ADVISORS INC$1.3M1
223ASR Vermogensbeheer N.V.$1.2M1
224GROUP ONE TRADING LLC$1.2M1
225Diversified Trust Co$1.2M1
226FORMULA GROWTH LTD$1.2M1
227Caitong International Asset Management Co., Ltd$1.2M1
228CAPITAL INTERNATIONAL LTD /CA/$1.2M1
229Fideuram Asset Management (Ireland) dac$1.2M1
230MACQUARIE GROUP LTD$1.2M1
231CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$1.2M1
232Janus Henderson Group Ltd.$1.2M1
233CastleKnight Management LP$1.1M1
234PROFUND ADVISORS LLC$1.1M1
235Corient Private Wealth LLC$1.1M1
236MGO ONE SEVEN LLC$1.1M1
237Bridgefront Capital, LLC$1.1M1
238CAPSTONE INVESTMENT ADVISORS, LLC$1.1M1
239Bridgewater Associates, LP$1.1M1
240Sivia Capital Partners, LLC$1.0M1
241Krilogy Financial LLC$1.0M1
242Vontobel Holding Ltd.$1.0M1
243Sumitomo Mitsui DS Asset Management Company, Ltd$1.0M1
244M&G Plc$1.0M1
245TWINBEECH CAPITAL LP$1.0M1
246LEVEL FOUR ADVISORY SERVICES, LLC$977K1
247SANDS CAPITAL MANAGEMENT, LLC$975K1
248Arohi Asset Management PTE Ltd.$968K1
249Walleye Trading LLC$966K1
250FIFTH THIRD BANCORP$964K1
251Advocacy Wealth Management, LLC$954K1
252Krane Funds Advisors LLC$938K1
253Jefferies Financial Group Inc.$908K1
254Capital International, Inc./CA/$896K1
255Focus Partners Advisor Solutions, LLC$885K1
256PRELUDE CAPITAL MANAGEMENT, LLC$870K1
257US BANCORP \DE\$862K1
258Rockefeller Capital Management L.P.$859K1
259Tower Research Capital LLC (TRC)$837K1
260Investment Management Corp of Ontario$822K1
261Avanza Fonder AB$787K1
262AZZAD ASSET MANAGEMENT INC /ADV$766K1
263CHIRON CAPITAL MANAGEMENT, LLC$758K1
264FOX RUN MANAGEMENT, L.L.C.$750K1
265Prospera Financial Services Inc$741K1
266Swedbank AB$726K1
267Advisors Asset Management, Inc.$698K1
268Polymer Capital Management (US) LLC$694K1
269OSAIC HOLDINGS, INC.$687K1
270Palogic Value Management, L.P.$683K1
271QUATTRO FINANCIAL ADVISORS LLC$683K1
272SAXON INTERESTS, INC.$674K1
273QRG CAPITAL MANAGEMENT, INC.$671K1
274Allianz Asset Management GmbH$647K1
275Wealthfront Advisers LLC$645K1
276WASHINGTON CAPITAL MANAGEMENT, INC$634K1
277PKO Investment Management Joint-Stock Co$614K1
278Bull Harbor Capital LLC$614K1
279Walleye Capital LLC$598K1
280BOOTHBAY FUND MANAGEMENT, LLC$597K1
281Odyssean, LLC$596K1
282Tidal Investments LLC$588K1
283Leelyn Smith, LLC$585K1
284TOKIO MARINE ASSET MANAGEMENT CO LTD$583K1
285COMMONWEALTH EQUITY SERVICES, LLC$583K1
286Sequoia Financial Advisors, LLC$571K1
287Maryland State Retirement & Pension System$557K1
288Banque Cantonale Vaudoise$555K1
289M&T BANK CORP$547K1
290AustralianSuper Pty Ltd$537K1
291Pallas Capital Advisors LLC$525K1
292NIA IMPACT ADVISORS, LLC$520K1
293PRINCIPAL FINANCIAL GROUP INC$510K1
294B. Metzler seel. Sohn & Co. AG$509K1
295MML INVESTORS SERVICES, LLC$504K1
296WESTPAC BANKING CORP$501K1
297Kestra Advisory Services, LLC$497K1
298NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$467K1
299Perigon Wealth Management, LLC$461K1
300Centiva Capital, LP$459K1
301Torrey Growth & Income Advisors$449K1
302Perpetual Ltd$442K1
303ABN AMRO INVESTMENT SOLUTIONS$436K1
304Norinchukin Bank, The$430K1
305Saudi Central Bank$423K1
306MCF Advisors LLC$418K1
307HB Wealth Management, LLC$414K1
308KCM INVESTMENT ADVISORS LLC$411K1
309WADDELL & ASSOCIATES, LLC$408K1
310NorthCrest Asset Manangement, LLC$408K1
311VestGen Advisors, LLC$396K1
312Kintegral Advisory, LLC$388K1
313Generali Asset Management SPA SGR$384K1
314Caerus Investment Advisors, LLC$373K1
315Vident Advisory, LLC$367K1
316E Fund Management Co., Ltd.$367K1
317BROWN ADVISORY INC$364K1
318Bison Wealth, LLC$359K1
319MIZUHO MARKETS AMERICAS LLC$351K1
320Alesco Advisors, LLC, An ESL Co$348K1
321Rothschild Wealth LLC$347K1
322Kazazian Asset Management, LLC$341K1
323ClearAlpha Technologies LP$341K1
324AFT, FORSYTH & COMPANY, INC.$339K1
325Annis Gardner Whiting Capital Advisors, LLC$339K1
326BANQUE PICTET & CIE SA$337K1
327Beacon Pointe Advisors, LLC$334K1
328EVERGREEN CAPITAL MANAGEMENT LLC$333K1
329BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$328K1
330North Dakota State Investment Board$327K1
331E. Ohman J:or Asset Management AB$318K1
332COMMERCE BANK$316K1
333NewEdge Advisors, LLC$306K1
334PRUDENTIAL PLC$296K1
335Allworth Financial LP$294K1
336MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$292K1
337MAI Capital Management$292K1
338Marex Group Ltd$288K1
339Counterpoint Mutual Funds LLC$286K1
340Vise Technologies, Inc.$285K1
341EVOLVE PRIVATE WEALTH, LLC$284K1
342Integrated Quantitative Investments LLC$277K1
343TRUIST FINANCIAL CORP$275K1
344JACKSON THORNTON WEALTH MANAGEMENT, LLC$273K1
345waypoint wealth counsel$272K1
346Kera Capital Partners, Inc.$268K1
347Capital Group Investment Management Pte. Ltd.$263K1
348Verdence Capital Advisors LLC$263K1
349Concurrent Investment Advisors, LLC$261K1
350KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$259K1
351PRUDENTIAL FINANCIAL INC$258K1
352CITIZENS FINANCIAL GROUP INC/RI$257K1
353Empowered Funds, LLC$253K1
354Arax Advisory Partners$250K1
355NEW YORK LIFE INVESTMENT MANAGEMENT LLC$247K1
356KESTRA PRIVATE WEALTH SERVICES, LLC$246K1
357Forefront Wealth Partners, LLC$244K1
358One Wealth Advisors, LLC$241K1
359Frec Markets, Inc.$240K1
360Woodline Partners LP$237K1
361Optas, LLC$236K1
362QUADRANT CAPITAL GROUP LLC$236K1
363INDEPENDENT FINANCIAL GROUP, LLC$234K1
364Larry Mathis Financial Planning, LLC$233K1
365UniSuper Management Pty Ltd$225K1
366Verition Fund Management LLC$225K1
367Osmosis Investment Management UK Ltd$222K1
368Meiji Yasuda Life Insurance Co$220K1
369Rare Wolf Capital LLC$217K1
370Howard Capital Management, LLC$217K1
371Aptus Capital Advisors, LLC$216K1
372U.S. Capital Wealth Advisors, LLC$212K1
373Savant Capital, LLC$212K1
374Malaga Cove Capital, LLC$211K1
375DARA CAPITAL US, INC.$210K1
376OXFORD ASSET MANAGEMENT LLP$205K1
377GenTrust, LLC$205K1
378Ariadne Wealth Management, LP$202K1
379MANUFACTURERS LIFE INSURANCE COMPANY, THE$202K1
380Green Alpha Advisors, LLC$201K1
381SIGNATUREFD, LLC$199K1
382ICICI Prudential Asset Management Co Ltd$192K1
383Siemens Fonds Invest GmbH$159K1
384ASSETMARK, INC$144K1
385BAMCO INC /NY/$126K1
386OFI INVEST ASSET MANAGEMENT$110K1
387Wilmington Savings Fund Society, FSB$98.8K1
388KBC Group NV$98.3K1
389ACADIAN ASSET MANAGEMENT LLC$91.7K1
390Quarry LP$91.6K1
391Larson Financial Group LLC$89.1K1
392FIL Ltd$85.4K1
393Smartleaf Asset Management LLC$62.5K1
394True Wealth Design, LLC$61.4K1
395Steward Partners Investment Advisory, LLC$57.7K1
396Financial Perspectives, Inc$49.0K1
397Blue Trust, Inc.$47.7K1
398NFSG Corp$40.5K1
399E Fund Management (Hong Kong) Co., Ltd.$37.8K1
400Aster Capital Management (DIFC) Ltd$37.1K1
401State of Wyoming$30.6K1
402TOTH FINANCIAL ADVISORY CORP$28.0K1
403Activest Wealth Management$27.1K1
404SJS Investment Consulting Inc.$25.3K1
405Grove Bank & Trust$23.3K1
406TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$23.2K1
407First Pacific Financial$22.7K1
408Abound Wealth Management$20.8K1
409CVA Family Office, LLC$14.7K1
410Private Wealth Management Group, LLC$13.7K1
411Cassaday & Co Wealth Management LLC$12.8K1
412UMB Bank, n.a.$10.7K1
413Owl Creek Wealth Partners LLC$10.6K1
414VEGA INVESTMENT SOLUTIONS$10.4K1
415Atlantic Union Bankshares Corp$10.0K1
416Bank of Jackson Hole Trust$9.7K1
417Manchester Capital Management LLC$9.4K1
418Parkside Financial Bank & Trust$8.3K1
419CENTRAL TRUST Co$8.1K1
420Vanguard National Trust Co$7.9K1
421Marquette Asset Management, LLC$7.4K1
422SouthState Bank Corp$7.2K1
423Ilmarinen Mutual Pension Insurance Co$7.2K1
424MONTAG A & ASSOCIATES INC$6.8K1
425Triumph Capital Management$6.8K1
426PETERSON WEALTH MANAGEMENT$6.8K1
427CDKV HOLDINGS LLC$6.8K1
428MATHER GROUP, LLC.$6.2K1
429Y.D. More Investments Ltd$6.1K1
430Wall Street Financial Group, Inc.$5.9K1
431Crewe Advisors LLC$5.6K1
432Rakuten Securities, Inc.$5.3K1
433Treasurer of the State of North Carolina$4.8K1
434Penserra Capital Management LLC$4.6K1
435Bell Investment Advisors, Inc$4.3K1
436HM PAYSON & CO$4.2K1
437ALGERT GLOBAL LLC$4.0K1
438Legacy Wealth Managment, LLC/ID$4.0K1
439BARRETT & COMPANY, INC.$3.4K1
440Physician Wealth Advisors, Inc.$3.3K1
441GHP Investment Advisors, Inc.$3.1K1
442JPL Wealth Management, LLC$3.1K1
443Clearstead Trust, LLC$2.9K1
444Hamrick Investment Counsel, llc$2.9K1
445TD Waterhouse Canada Inc.$2.8K1
446Pinnacle Wealth Planning Services, Inc.$2.6K1
447Vestcor Inc$2.6K1
448WealthCollab, LLC$2.0K1
449DekaBank Deutsche Girozentrale$1.9K1
450Maxi Investments CY Ltd$1.7K1
451MV CAPITAL MANAGEMENT, INC.$1.6K1
452Kingdom Financial Group LLC.$1.5K1
453Signature Resources Capital Management, LLC$1.4K1
454iA Global Asset Management Inc.$1.4K1
455Investors Portfolio Services LLC$1.3K1
456GILPIN WEALTH MANAGEMENT, LLC$1.2K1
457Altshuler Shaham Ltd$1.1K1
458Tripletail Wealth Management, LLC$1.0K1
459BROWN, LISLE/CUMMINGS, INC.$9561
460Rialto Wealth Management, LLC$9561
461PayPay Securities Corp$8931
462Pacific Center for Financial Services$8881
463Harvest Fund Management Co., Ltd$8551
464Quaker Wealth Management, LLC$8191
465Geneos Wealth Management Inc.$6831
466FINANCIAL CONSULATE, INC$5461
467CNB Bank$5461
468SHP Wealth Management$5461
469TFC Financial Management, Inc.$4781
470RD Finance Ltd$4251
471Key FInancial Inc$4101
472Signature Equity Partners, LLC$4101
473JFS WEALTH ADVISORS, LLC$3421
474American Capital Advisory, LLC$3421
475Harel Insurance Investments & Financial Services Ltd.$2731
476Johnson Financial Group, Inc.$2731
477Stone House Investment Management, LLC$2731
478Cambridge Investment Research Advisors, Inc.$2151
479Retirement Wealth Solutions LLC$2051
480WPG Advisers, LLC$2051
481Clearstead Advisors, LLC$1371
482Measured Wealth Private Client Group, LLC$1371
483DecisionPoint Financial, LLC$1371
484Caitlin John, LLC$1371
485Vermillion Wealth Management, Inc.$681
486Portus Wealth Advisors, LLC$681
487Godfrey Financial Associates, Inc.$681
488Beaird Harris Wealth Management, LLC$411
489Capital Advisors, Ltd. LLC$51
490Smithfield Trust Co$31
491Avion Wealth$31
492VANGUARD GROUP INC— value not disclosed1
493&PARTNERS— value not disclosed1
494Laird Norton Wetherby Trust Company, LLC— value not disclosed1
495PINNACLE ASSOCIATES LTD— value not disclosed1
496BAILARD, INC.— value not disclosed1
497STEPHENS INC /AR/— value not disclosed1
498SYM FINANCIAL Corp— value not disclosed1
499VALLEY NATIONAL ADVISERS INC— value not disclosed1
500TEACHER RETIREMENT SYSTEM OF TEXAS— value not disclosed1
Truncated by Public Filings. Every one of the 491 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 TEAM

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for TEAM · financials and macro

Financials — as filed PLANNED

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