Public record / Tickers / TEM

TEM — Tempus AI, Inc.†

Both disclosure regimes on one name: who in Congress filed about TEM, 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
3
all PTR rows naming TEM
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
01-23
filed 2026-01-23
13F holders
394
top-394 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 · $50.0K–$100K

BUY · traded 2026-01-16 → filed 2026-01-23. Ranked over every TEM row by the provable lower bound, never a point estimate.

1 member · 1 buys / 0 sells

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

Every row filed inside 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

3 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. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING TEM · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning TEM
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-01-23Nancy Pelosi D–CA-11BUY SP (spouse-owned)Traded 01-16 +7d$50K–$100K
2025-06-09Robert P. Bresnahan, Jr. R–PA-8BUYTraded 05-09 +31d$1K–$15K
2025-01-17Nancy Pelosi D–CA-11BUY SP (spouse-owned)Traded 01-14 +3d$50K–$100K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 3 ↗

Members active in TEM

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing TEM 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.
Nancy Pelosi D–CA-111$50.0K to $100K

Committees: none of these members sat on a committee as of their latest trade in the window.

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

Congress ↔ notable managers · TEM

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 $338K held
Trimming
0 — $0 held

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

Merged timeline of congressional filings and notable-manager moves on TEM
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FNEW+7,474 sh

1 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 TEM for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$406M1
2BAILLIE GIFFORD & CO$391M1
3GC Wealth Management RIA, LLC$299M1
4SOFTBANK GROUP CORP.$244M1
5VANGUARD CAPITAL MANAGEMENT LLC$222M1
6VANGUARD PORTFOLIO MANAGEMENT LLC$212M1
7UBS Group AG$146M1
8FRANKLIN RESOURCES INC$117M1
9MORGAN STANLEY$94.2M1
10STATE STREET CORP$76.4M1
11Alphabet Inc.$70.1M1
12Lingotto Investment Management LLP$64.0M1
13VOLORIDGE INVESTMENT MANAGEMENT, LLC$53.1M1
14Clear Street Group Inc.$43.2M1
15BAMCO INC /NY/$40.7M1
16Marex Group Ltd$37.1M1
17TWO SIGMA INVESTMENTS, LP$36.1M1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$35.3M1
19Legal & General Group Plc$34.9M1
20UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$34.5M1
21CANADA PENSION PLAN INVESTMENT BOARD$32.8M1
22JANE STREET GROUP, LLC$30.2M1
23VANGUARD FIDUCIARY TRUST CO$29.6M1
24CITADEL ADVISORS LLC$27.2M1
25WELLINGTON MANAGEMENT GROUP LLP$23.2M1
26NORTHERN TRUST CORP$22.6M1
27Ilex Capital Partners (UK) LLP$20.5M1
28Patient Capital Management, LLC$20.0M1
29BANK OF AMERICA CORP /DE/$18.8M1
30Invesco Ltd.$17.6M1
31GILDER GAGNON HOWE & CO LLC$17.4M1
32Trexquant Investment LP$17.0M1
33Freestone Grove Partners LP$17.0M1
34KADENSA CAPITAL Ltd$16.8M1
35IQ EQ FUND MANAGEMENT (IRELAND) Ltd$15.2M1
36WELLS FARGO & COMPANY/MN$14.8M1
37PEAK6 LLC$13.3M1
38Casdin Capital, LLC$13.3M1
39Nuveen, LLC$13.2M1
40FIRST TRUST ADVISORS LP$13.1M1
41CWM, LLC$11.7M1
42Eagle Health Investments LP$11.6M1
43SUSQUEHANNA INTERNATIONAL GROUP, LLP$11.1M1
44LPL Financial LLC$10.8M1
45Vestmark Advisory Solutions, Inc.$8.6M1
46Swiss National Bank$8.3M1
47RAYMOND JAMES FINANCIAL INC$7.5M1
48ARES MANAGEMENT LLC$7.4M1
49Blue Water Life Science Advisors, LP$7.1M1
50Aberdeen Group plc$6.9M1
51EXCHANGE TRADED CONCEPTS, LLC$6.4M1
52Aristotle Atlantic Partners, LLC$6.2M1
53Walleye Trading LLC$6.1M1
54CITIGROUP INC$5.5M1
55MASSACHUSETTS FINANCIAL SERVICES CO /MA/$5.4M1
56Kohlberg Kravis Roberts & Co. L.P.$5.3M1
57DIVERSIFY WEALTH MANAGEMENT, LLC$4.8M1
58Avidity Partners Management LP$4.7M1
59Vontobel Holding Ltd.$4.5M1
60Mirae Asset Global Investments Co., Ltd.$4.5M1
61Summit Financial, LLC$4.3M1
62DLD Asset Management, LP$4.1M1
63Bank Julius Baer & Co. Ltd, Zurich$4.0M1
64BLAIR WILLIAM & CO/IL$4.0M1
65TORONTO DOMINION BANK$4.0M1
66D. E. Shaw & Co., Inc.$3.9M1
67Walleye Capital LLC$3.8M1
68VANGUARD ASSET MANAGEMENT, Ltd$3.7M1
69Zurcher Kantonalbank (Zurich Cantonalbank)$3.7M1
70STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$3.6M1
71Mitsubishi UFJ Asset Management Co., Ltd.$3.6M1
72ALLEN OPERATIONS LLC$3.5M1
73Baker Avenue Asset Management, LP$3.4M1
74ENVESTNET ASSET MANAGEMENT INC$3.4M1
75IMC-Chicago, LLC$3.4M1
76Brevan Howard Capital Management LP$2.8M1
77Pictet Asset Management Holding SA$2.6M1
78STATE OF WISCONSIN INVESTMENT BOARD$2.6M1
79NEW YORK STATE COMMON RETIREMENT FUND$2.4M1
80Overbrook Management Corp$2.3M1
81BANK OF MONTREAL /CAN/$2.2M1
82HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$2.2M1
83Green Alpha Advisors, LLC$2.1M1
84BENJAMIN EDWARDS INC$2.1M1
85RFG Advisory, LLC$2.0M1
86GROUP ONE TRADING LLC$2.0M1
87NewEdge Advisors, LLC$1.9M1
88Cetera Investment Advisers$1.9M1
89AXQ CAPITAL, LP$1.9M1
90Krane Funds Advisors LLC$1.9M1
91Vanguard Global Advisers, LLC$1.9M1
92ALLIANCEBERNSTEIN L.P.$1.9M1
93LAZARD ASSET MANAGEMENT LLC$1.9M1
94Bouvel Investment Partners, LLC$1.9M1
95DIMENSIONAL FUND ADVISORS LP$1.8M1
96Janus Henderson Group Ltd.$1.8M1
97Diversify Advisory Services, LLC$1.7M1
98Advisors Asset Management, Inc.$1.7M1
99State of New Jersey Common Pension Fund D$1.7M1
100Riverview Capital Advisers, LLC$1.6M1
101Torrey Growth & Income Advisors$1.6M1
102SILVERBACK ASSET MANAGEMENT LLC$1.6M1
103Finivi Inc.$1.6M1
104Banque Cantonale Vaudoise$1.6M1
105OSAIC HOLDINGS, INC.$1.5M1
106ALETHEA CAPITAL MANAGEMENT, LLC$1.4M1
107Leonteq Securities AG$1.4M1
108Stratos Wealth Partners, LTD.$1.4M1
109Universal- Beteiligungs- und Servicegesellschaft mbH$1.4M1
110MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.4M1
111WS MANAGEMENT LLLP$1.4M1
112Baird Financial Group, Inc.$1.3M1
113SALEM INVESTMENT COUNSELORS INC$1.3M1
114Ensign Peak Advisors, Inc$1.3M1
115Tidal Investments LLC$1.3M1
116Twin Tree Management, LP$1.2M1
117STIFEL FINANCIAL CORP$1.2M1
118ROYAL BANK OF CANADA$1.2M1
119CREDIT AGRICOLE S A$1.2M1
120Steward Partners Investment Advisory, LLC$1.2M1
121Arizona State Retirement System$1.2M1
122Consolidated Investment Group LLC$1.1M1
123Vanguard Investments Australia, Ltd.$1.1M1
124NATIXIS$1.1M1
125KESTRA PRIVATE WEALTH SERVICES, LLC$1.1M1
126BlueCrest Capital Management Ltd$1.0M1
127Caption Management, LLC$1.0M1
128VICTORY FINANCIAL GROUP, LLC$1.0M1
129M&T BANK CORP$1.0M1
130KLP KAPITALFORVALTNING AS$922K1
131H&H International Investment, LLC$904K1
132Step Capital Management Pte. Ltd.$904K1
133Quadrature Capital Ltd$896K1
134COMMONWEALTH EQUITY SERVICES, LLC$872K1
135LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$862K1
136Amundi$857K1
137VOYA INVESTMENT MANAGEMENT LLC$841K1
138Circle Wealth Management, LLC$823K1
139Quantinno Capital Management LP$804K1
140NOMURA HOLDINGS INC$771K1
141MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$766K1
142XPONANCE LLC$763K1
143Havemeyer Place LP$702K1
144Jasper Ridge Partners, L.P.$644K1
145ALPS ADVISORS INC$643K1
146Sugar Maple Asset Management, LLC$633K1
147Pathstone Holdings, LLC$624K1
148PIER 88 INVESTMENT PARTNERS LLC$620K1
149Daiwa Securities Group Inc.$610K1
150SEI INVESTMENTS CO$606K1
151Rockefeller Capital Management L.P.$606K1
152Legacy Bridge, LLC$597K1
153Cerity Partners LLC$575K1
154DnB Asset Management AS$547K1
155EP Wealth Advisors, LLC$530K1
156INDEPENDENT FINANCIAL GROUP, LLC$523K1
157Eddie Patel Inc$521K1
158ASPIRIANT, LLC$515K1
159DEUTSCHE BANK AG\$513K1
160NFSG Corp$503K1
161NLB Skladi, upravljanje premozenja, d.o.o.$487K1
162US BANCORP \DE\$487K1
163Lauer Wealth, LLC$485K1
164Rakuten Securities, Inc.$481K1
165AXXCESS WEALTH MANAGEMENT, LLC$473K1
166Creative Planning$469K1
167Tradewinds Capital Management, LLC$452K1
168AlphaCentric Advisors LLC$452K1
169Kestra Advisory Services, LLC$445K1
170Verition Fund Management LLC$440K1
171WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$425K1
172SteelPeak Wealth, LLC$418K1
173ASSETMARK, INC$413K1
174CREDIT INDUSTRIEL ET COMMERCIAL$412K1
175Summit Trail Advisors, LLC$393K1
176HighTower Advisors, LLC$379K1
177Forum Financial Management, LP$376K1
178SummitTX Capital, L.P.$376K1
179Numerai GP LLC$371K1
180ProShare Advisors LLC$365K1
181Voleon Capital Management LP$362K1
182James J. Burns & Company, LLC$362K1
183Alamea Verwaltungs GmbH$342K1
184Gotham Asset Management, LLC$338K1
185WORLDQUANT MILLENNIUM ADVISORS LLC$337K1
186Connor, Clark & Lunn Investment Management Ltd.$321K1
187Wealthfront Advisers LLC$314K1
188Vanguard Personalized Indexing Management, LLC$302K1
189Interchange Capital Partners, LLC$295K1
190Pitcairn Wealth Advisors LLC$294K1
191Federation des caisses Desjardins du Quebec$290K1
192SHELTON WEALTH MANAGEMENT, LLC$285K1
193OPPENHEIMER & CO INC$283K1
194Mission Creek Capital Partners, Inc.$280K1
195Lighthouse Investment Partners, LLC$272K1
196Swiss Life Asset Management Ltd$269K1
197VARCOV Co.$261K1
198Private Advisory Group LLC$257K1
199Jacksonville Wealth Management, LLC$257K1
200Hilltop Holdings Inc.$255K1
201Atom Investors LP$246K1
202TWO SIGMA SECURITIES, LLC$245K1
203Scientech Research LLC$245K1
204CIBC Asset Management Inc$244K1
205GTS SECURITIES LLC$242K1
206KEYBANK NATIONAL ASSOCIATION/OH$234K1
207Patten Group, Inc.$232K1
208IHT Wealth Management, LLC$232K1
209Clarus Group, Inc.$231K1
210Utah Retirement Systems$230K1
211Jefferies Financial Group Inc.$226K1
212Apollon Wealth Management, LLC$225K1
213Bellevue Group AG$224K1
214Maryland State Retirement & Pension System$222K1
215Pasadena Private Wealth, LLC$215K1
216Magnus Financial Group LLC$214K1
217MERCER GLOBAL ADVISORS INC /ADV$210K1
218Garden State Investment Advisory Services LLC$209K1
219nVerses Capital, LLC$209K1
220INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$209K1
221TRUIST FINANCIAL CORP$208K1
222Gainplan LLC$204K1
223QTR Family Wealth, LLC$201K1
224Palumbo Wealth Management LLC$201K1
225Stonehage Fleming Financial Services Holdings Ltd$178K1
226FMR LLC$167K1
227NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$143K1
228N.E.W. Advisory Services LLC$136K1
229Prestige Wealth Management Group LLC$127K1
230FIFTH THIRD BANCORP$118K1
231BNP Paribas Asset Management Holding S.A.$77.8K1
232NATIONAL BANK OF CANADA /FI/$71.6K1
233Geneos Wealth Management Inc.$49.7K1
234Eurizon Capital SGR S.p.A.$49.5K1
235Allworth Financial LP$47.6K1
236Global Assets Advisory, LLC$46.4K1
237MAI Capital Management$45.5K1
238SIGNATUREFD, LLC$42.8K1
239TD Waterhouse Canada Inc.$39.7K1
240Larson Financial Group LLC$29.6K1
241Orion Capital Management LLC$27.1K1
242PETERSON WEALTH MANAGEMENT$21.5K1
243SUMMIT SECURITIES GROUP LLC$16.6K1
244HUB Investment Partners, LLC$15.1K1
245JPL Wealth Management, LLC$14.8K1
246Blue Trust, Inc.$13.6K1
247Elequin Capital, LP$12.8K1
248Tower Research Capital LLC (TRC)$12.3K1
249Truvestments Capital LLC$10.4K1
250Medallion Wealth Advisors, LLC$10.3K1
251Bravera Wealth$9.4K1
252TOTH FINANCIAL ADVISORY CORP$9.0K1
253Blume Capital Management, Inc.$9.0K1
254Beaird Harris Wealth Management, LLC$8.8K1
255HighMark Wealth Management LLC$8.7K1
256Clearstead Advisors, LLC$7.2K1
257MEEDER ASSET MANAGEMENT INC$6.2K1
258WealthCollab, LLC$5.7K1
259SJS Investment Consulting Inc.$5.5K1
260SWAN Capital LLC$4.6K1
261Crewe Advisors LLC$4.5K1
262Financial Network Wealth Advisors LLC$4.5K1
263Murphy & Mullick Capital Management Corp$4.5K1
264MidFirst Bank$4.3K1
265Spire Wealth Management$4.1K1
266Wealth Enhancement Trust Services, Inc.$3.8K1
267VAN ECK ASSOCIATES CORP$3.7K1
268Bell Investment Advisors, Inc$2.4K1
269Cassaday & Co Wealth Management LLC$2.3K1
270SITTNER & NELSON, LLC$2.0K1
271Smallwood Wealth Investment Management, LLC$2.0K1
272MARSHALL INVESTMENT MANAGEMENT, LLC$2.0K1
273Treasurer of the State of North Carolina$1.9K1
274Employees Retirement System of Texas$1.5K1
275MCGUIRE CAPITAL ADVISORS INC$1.5K1
276ARMSTRONG ADVISORY GROUP, INC$1.3K1
277SHP Wealth Management$1.1K1
278Smartleaf Asset Management LLC$1.0K1
279Marquette Asset Management, LLC$9051
280Parkside Financial Bank & Trust$9051
281Rachor Investment Advisory Services, LLC$9051
282Atlantic Union Bankshares Corp$7691
283Cromwell Holdings LLC$7691
284Investors Portfolio Services LLC$7571
285Caitlin John, LLC$6781
286Signature Equity Partners, LLC$5881
287Retirement Wealth Solutions LLC$4981
288Frazier Financial Advisors, LLC$4531
289BARRETT & COMPANY, INC.$4521
290Scarborough Advisors, LLC$4521
291American Capital Advisory, LLC$4071
292JNBA Financial Advisors$3621
293Transamerica Financial Advisors, LLC$2261
294GS Investments, Inc.$2261
295GODSEY & GIBB, INC$1811
296KBC Group NV$1191
297MV CAPITAL MANAGEMENT, INC.$461
298Elevated Capital Advisors, LLC$311
299Capital Analysts, LLC$251
300Harvest Fund Management Co., Ltd$181
301Capital Advisors, Ltd. LLC$01
302BANK OF NOVA SCOTIA— value not disclosed1
303VANGUARD GROUP INC— value not disclosed1
304MML INVESTORS SERVICES, LLC— value not disclosed1
305SouthState Bank Corp— value not disclosed1
306DANSKE BANK A/S— value not disclosed1
307HARBOUR INVESTMENTS, INC.— value not disclosed1
308HSBC HOLDINGS PLC— value not disclosed1
309COMERICA BANK— value not disclosed1
310UMB Bank, n.a.— value not disclosed1
311ORACLE INVESTMENT MANAGEMENT INC— value not disclosed1
312POLEN CAPITAL MANAGEMENT LLC— value not disclosed1
313RENAISSANCE TECHNOLOGIES LLC— value not disclosed1
314Sculptor Capital LP— value not disclosed1
315NOMURA ASSET MANAGEMENT CO LTD— value not disclosed1
316AZZAD ASSET MANAGEMENT INC /ADV— value not disclosed1
317AQR CAPITAL MANAGEMENT LLC— value not disclosed1
318HUSSMAN STRATEGIC ADVISORS, INC.— value not disclosed1
319GEODE CAPITAL MANAGEMENT, LLC— value not disclosed1
320BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
321MILLENNIUM MANAGEMENT LLC— value not disclosed1
322SECTORAL ASSET MANAGEMENT INC— value not disclosed1
323CIBC Private Wealth Group LLC— value not disclosed1
324Allen Investment Management, LLC— value not disclosed1
325GSA CAPITAL PARTNERS LLP— value not disclosed1
326Mariner, LLC— value not disclosed1
327NORGES BANK— value not disclosed1
328Rafferty Asset Management, LLC— value not disclosed1
329Nicholas Investment Partners, LP— value not disclosed1
330Bank of New York Mellon Corp— value not disclosed1
331PUBLIC SECTOR PENSION INVESTMENT BOARD— value not disclosed1
332J.W. COLE ADVISORS, INC.— value not disclosed1
333CAPSTONE INVESTMENT ADVISORS, LLC— value not disclosed1
334OXFORD ASSET MANAGEMENT LLP— value not disclosed1
335Sigma Planning Corp— value not disclosed1
336TWO SIGMA ADVISERS, LP— value not disclosed1
337RTW INVESTMENTS, LP— value not disclosed1
338Allianz Asset Management GmbH— value not disclosed1
339HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND— value not disclosed1
340Alphadyne Asset Management LP— value not disclosed1
341Illinois Municipal Retirement Fund— value not disclosed1
342Private Advisor Group, LLC— value not disclosed1
343Headlands Technologies LLC— value not disclosed1
344Regal Partners Ltd— value not disclosed1
345Arax Advisory Partners— value not disclosed1
346Empowered Funds, LLC— value not disclosed1
347Cranbrook Wealth Management, LLC— value not disclosed1
348Prosight Management, LP— value not disclosed1
349Engineers Gate Manager LP— value not disclosed1
350Belvedere Trading LLC— value not disclosed1
351Sowell Financial Services LLC— value not disclosed1
352Man Group plc— value not disclosed1
353Squarepoint Ops LLC— value not disclosed1
354Schonfeld Strategic Advisors LLC— value not disclosed1
355Mutual Advisors, LLC— value not disclosed1
356DV Trading LLC— value not disclosed1
357Pinnacle Wealth Planning Services, Inc.— value not disclosed1
358Qube Research & Technologies Ltd— value not disclosed1
359Triumph Capital Management— value not disclosed1
360MGO ONE SEVEN LLC— value not disclosed1
361FORA Capital, LLC— value not disclosed1
362Vident Advisory, LLC— value not disclosed1
363Global Retirement Partners, LLC— value not disclosed1
364Balefire, LLC— value not disclosed1
365Cresset Asset Management, LLC— value not disclosed1
366Qsemble Capital Management, LP— value not disclosed1
367Trivium Point Advisory, LLC— value not disclosed1
368Sanctuary Advisors, LLC— value not disclosed1
369Venture Visionary Partners LLC— value not disclosed1
370Concord Wealth Partners— value not disclosed1
371Navalign, LLC— value not disclosed1
372TUCKER ASSET MANAGEMENT LLC— value not disclosed1
373AlphaQuest LLC— value not disclosed1
374Guardian Partners Inc.— value not disclosed1
375PharVision Advisers, LLC— value not disclosed1
376Burkehill Global Management, LP— value not disclosed1
377SageView Advisory Group, LLC— value not disclosed1
378Dunhill Financial, LLC— value not disclosed1
379Caitong International Asset Management Co., Ltd— value not disclosed1
380Quarry LP— value not disclosed1
381PFG Investments, LLC— value not disclosed1
382Buck Wealth Strategies, LLC— value not disclosed1
3839823 Capital, L.P.— value not disclosed1
384Encompass More Asset Management— value not disclosed1
385Generali Investments, Management Co LLC— value not disclosed1
386NWF Advisory Services Inc.— value not disclosed1
387Ankerstar Wealth, LLC— value not disclosed1
388Longaeva Partners L.P.— value not disclosed1
389Contrarius Group Holdings Ltd— value not disclosed1
390Dogwood Wealth Management LLC— value not disclosed1
391FirstWave Capital Management LLC— value not disclosed1
392AK GLOBAL ASSET MANAGEMENT, LLC— value not disclosed1
393Quattro Advisors LLC— value not disclosed1
394Greenline Wealth Management LLC— value not disclosed1
Truncated by Public Filings. Every one of the 301 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)1 buy / 0 sell
Congress net ($ bound)$50.0K to $100K
Filers net (actions)not in build
Filers net ($ 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 TEM

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for TEM · financials and macro

Financials — as filed PLANNED

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