Public record / Tickers / TEX

TEX — TEREX CORP†

Both disclosure regimes on one name: who in Congress filed about TEX, 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
11
all PTR rows naming TEX
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
05-15
filed 2024-05-15
13F holders
439
top-439 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

Kelly Loeffler · $15.0K–$50.0K

SELL · traded 2020-04-13 → filed 2020-05-01. Ranked over every TEX row by the provable lower bound, never a point estimate.

No member disclosed TEX 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.

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

No dated TEX 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 TEX · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning TEX
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2024-05-15Josh Gottheimer D–NJ-5SELL JT (jointly owned)Traded 04-25 +20d$1K–$15K
2024-03-07Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 02-13 +23d$1K–$15K
2023-05-19Daniel S. Goldman D–NY-10BUYTraded 04-10 +39d$1K–$15K
2022-05-16Josh Gottheimer D–NJ-5BUY JT (jointly owned)Traded 04-19 +27d$1K–$15K
2022-04-17Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 03-15 +33d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 11 ↗

Members active in TEX

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

No member disclosed TEX in the trailing 12 months.

Congress ↔ notable managers · TEX

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 $7.3M held
Trimming
1 Bridgewater Associates $471K held

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

Merged timeline of congressional filings and notable-manager moves on TEX
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+110,124 sh
2026-05-15Bridgewater Associates 13FTRIM−26,908 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

Top institutional holders of TEX for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1FMR LLC$1.0B1
2BlackRock, Inc.$829M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$344M1
4VANGUARD CAPITAL MANAGEMENT LLC$301M1
5DIMENSIONAL FUND ADVISORS LP$263M1
6STATE STREET CORP$243M1
7WELLINGTON MANAGEMENT GROUP LLP$222M1
8GEODE CAPITAL MANAGEMENT, LLC$169M1
9AMERICAN CENTURY COMPANIES INC$158M1
10CITADEL ADVISORS LLC$144M1
11ALLIANCEBERNSTEIN L.P.$114M1
12Fisher Asset Management, LLC$112M1
13MASSACHUSETTS FINANCIAL SERVICES CO /MA/$105M1
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC$95.2M1
15FULLER & THALER ASSET MANAGEMENT, INC.$88.0M1
16BALYASNY ASSET MANAGEMENT L.P.$87.4M1
17NORTHERN TRUST CORP$82.4M1
18ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$73.2M1
19MORGAN STANLEY$71.6M1
20NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$65.6M1
21Capital Research Global Investors$65.3M1
22Invesco Ltd.$65.0M1
23Freestone Grove Partners LP$62.7M1
24VICTORY CAPITAL MANAGEMENT INC$61.5M1
25Bank of New York Mellon Corp$55.2M1
26WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$50.4M1
27SEGALL BRYANT & HAMILL, LLC$47.4M1
28VANGUARD FIDUCIARY TRUST CO$44.9M1
29Schonfeld Strategic Advisors LLC$42.2M1
30TWO SIGMA INVESTMENTS, LP$41.2M1
31MILLENNIUM MANAGEMENT LLC$40.1M1
32MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$39.0M1
33Minneapolis Portfolio Management Group, LLC$38.2M1
34DRIEHAUS CAPITAL MANAGEMENT LLC$38.0M1
35Holocene Advisors, LP$37.0M1
36Point72 Asset Management, L.P.$36.7M1
37Nuveen, LLC$34.9M1
38UBS Group AG$34.5M1
39KENNEDY CAPITAL MANAGEMENT LLC$34.1M1
40AQR CAPITAL MANAGEMENT LLC$31.4M1
41WELLS FARGO & COMPANY/MN$29.2M1
42BANK OF AMERICA CORP /DE/$27.6M1
43Bragg Financial Advisors, Inc$25.4M1
44PRINCIPAL FINANCIAL GROUP INC$23.8M1
45WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$23.7M1
46VOYA INVESTMENT MANAGEMENT LLC$22.5M1
47UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$16.7M1
48VOLORIDGE INVESTMENT MANAGEMENT, LLC$15.4M1
49JENNISON ASSOCIATES LLC$14.3M1
50Curated Wealth Partners LLC$13.4M1
51Swiss National Bank$13.3M1
52Tidal Investments LLC$12.5M1
53CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$12.2M1
54Verition Fund Management LLC$11.9M1
55TEMA ETFS LLC$11.8M1
56Universal- Beteiligungs- und Servicegesellschaft mbH$11.6M1
57SEI INVESTMENTS CO$11.5M1
58Ceredex Value Advisors LLC$11.2M1
59RAYMOND JAMES FINANCIAL INC$10.7M1
60Clearbridge Investments, LLC$10.4M1
61ROYAL BANK OF CANADA$10.3M1
62D. E. Shaw & Co., Inc.$10.1M1
63Walleye Capital LLC$9.9M1
64Legal & General Group Plc$9.8M1
65Cambria Investment Management, L.P.$9.7M1
66AMERIPRISE FINANCIAL INC$9.6M1
67NEW YORK STATE COMMON RETIREMENT FUND$8.7M1
68Retirement Systems of Alabama$8.2M1
69NATIXIS$7.4M1
70Gotham Asset Management, LLC$7.3M1
71Qube Research & Technologies Ltd$7.2M1
72RENAISSANCE TECHNOLOGIES LLC$7.0M1
73MetLife Investment Management, LLC$6.8M1
74FRANKLIN RESOURCES INC$6.7M1
75GREAT LAKES ADVISORS, LLC$6.7M1
76Penn Capital Management Company, LLC$6.6M1
77DEUTSCHE BANK AG\$6.5M1
78NEXT CENTURY GROWTH INVESTORS LLC$6.4M1
79Y-Intercept (Hong Kong) Ltd$6.4M1
80ALPINE ASSOCIATES MANAGEMENT INC.$6.3M1
81Advisors Asset Management, Inc.$6.3M1
82MANUFACTURERS LIFE INSURANCE COMPANY, THE$6.2M1
83VANGUARD ASSET MANAGEMENT, Ltd$6.1M1
84Hillsdale Investment Management Inc.$5.9M1
85Wolf Hill Capital Management, LP$5.9M1
86Phocas Financial Corp.$5.9M1
87BARCLAYS PLC$5.6M1
88Creative Planning$5.5M1
89Allianz Asset Management GmbH$5.5M1
90Hudson Bay Capital Management LP$4.8M1
91MOODY ALDRICH PARTNERS LLC$4.7M1
92LAZARD ASSET MANAGEMENT LLC$4.7M1
93SCHRODER INVESTMENT MANAGEMENT GROUP$4.6M1
94CASTLEARK MANAGEMENT LLC$4.4M1
95E. Ohman J:or Asset Management AB$4.2M1
96FAGAN ASSOCIATES, INC.$3.8M1
97PRUDENTIAL FINANCIAL INC$3.7M1
98Grantham, Mayo, Van Otterloo & Co. LLC$3.6M1
99ENVESTNET ASSET MANAGEMENT INC$3.4M1
100INTECH INVESTMENT MANAGEMENT LLC$3.4M1
101Baird Financial Group, Inc.$3.4M1
102TWINBEECH CAPITAL LP$3.3M1
103IEQ CAPITAL, LLC$3.2M1
104O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.1M1
105HANCOCK WHITNEY CORP$3.1M1
106SMA Capital LLC$3.1M1
107Janus Henderson Group Ltd.$3.0M1
108BW Gestao de Investimentos Ltda.$3.0M1
109LPL Financial LLC$2.9M1
110COMMONWEALTH EQUITY SERVICES, LLC$2.9M1
111Drum Hill Capital, LLC$2.9M1
112FIRST TRUST ADVISORS LP$2.8M1
113FIFTH THIRD BANCORP$2.8M1
114Vanguard Global Advisers, LLC$2.7M1
115Zurcher Kantonalbank (Zurich Cantonalbank)$2.7M1
116Moran Wealth Management, LLC$2.7M1
117Squarepoint Ops LLC$2.7M1
118Capricorn Fund Managers Ltd$2.6M1
119MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.6M1
120State of New Jersey Common Pension Fund D$2.6M1
121NISA INVESTMENT ADVISORS, LLC$2.5M1
122Ameritas Investment Partners, Inc.$2.4M1
123SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.3M1
124Elo Mutual Pension Insurance Co$2.2M1
125Dynamic Technology Lab Private Ltd$2.2M1
126ADVISORY RESEARCH INC$2.1M1
127Mork Capital Management, LLC$2.1M1
128Polymer Capital Management (US) LLC$2.1M1
129Voleon Capital Management LP$2.0M1
130Connor, Clark & Lunn Investment Management Ltd.$2.0M1
131YOUSIF CAPITAL MANAGEMENT, LLC$2.0M1
132Focus Partners Wealth$2.0M1
133SCOPUS ASSET MANAGEMENT, L.P.$2.0M1
134Arizona State Retirement System$1.8M1
135Pathstone Holdings, LLC$1.8M1
136CITIGROUP INC$1.8M1
137Composition Wealth, LLC$1.8M1
138Gallo Partners, LP$1.7M1
139COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.7M1
140Vanguard Investments Australia, Ltd.$1.7M1
141Cerity Partners LLC$1.7M1
142STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.7M1
143Cascade Investment Advisors, Inc.$1.6M1
144RITHOLTZ WEALTH MANAGEMENT$1.6M1
145STATE OF MICHIGAN RETIREMENT SYSTEM$1.6M1
146Federation des caisses Desjardins du Quebec$1.6M1
147Quantinno Capital Management LP$1.6M1
148IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.6M1
149RPG Investment Advisory, LLC$1.6M1
150CWM, LLC$1.6M1
151BRIDGEWAY CAPITAL MANAGEMENT, LLC$1.5M1
152MOODY NATIONAL BANK TRUST DIVISION$1.5M1
153NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.5M1
154KLP KAPITALFORVALTNING AS$1.5M1
155PICTON MAHONEY ASSET MANAGEMENT$1.5M1
156Nautilus Advisors LLC$1.4M1
157Man Group plc$1.4M1
158STATE OF WISCONSIN INVESTMENT BOARD$1.4M1
159OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.4M1
160COZAD ASSET MANAGEMENT INC$1.4M1
161SECURED RETIREMENT ADVISORS, LLC$1.3M1
162OSAIC HOLDINGS, INC.$1.3M1
163GLENMEDE TRUST CO NA$1.3M1
164Mitsubishi UFJ Trust & Banking Corp$1.3M1
165Cetera Investment Advisers$1.2M1
166ProShare Advisors LLC$1.2M1
167EASTERLY INVESTMENT PARTNERS LLC$1.2M1
168Brevan Howard Capital Management LP$1.2M1
169Mariner, LLC$1.2M1
170Aquatic Capital Management LLC$1.2M1
171PINNACLE ASSOCIATES LTD$1.2M1
172Verdence Capital Advisors LLC$1.2M1
173MERCER GLOBAL ADVISORS INC /ADV$1.1M1
174TOTH FINANCIAL ADVISORY CORP$1.1M1
175Vestmark Advisory Solutions, Inc.$1.1M1
176Livforsakringsbolaget Skandia, Omsesidigt$1.1M1
177CREDIT AGRICOLE S A$1.1M1
178Graham Capital Management, L.P.$1.1M1
179Pictet Asset Management Holding SA$1.1M1
180MAVERICK CAPITAL LTD$996K1
181XPONANCE LLC$970K1
182Confluence Wealth Services, Inc.$968K1
183BANK OF MONTREAL /CAN/$964K1
184PUBLIC SECTOR PENSION INVESTMENT BOARD$959K1
185Pinnacle Financial Partners, Inc.$927K1
186HighTower Advisors, LLC$920K1
187Vanguard Personalized Indexing Management, LLC$910K1
188Vident Advisory, LLC$900K1
189OMERS ADMINISTRATION Corp$889K1
190Allspring Global Investments Holdings, LLC$872K1
191FARMERS & MERCHANTS INVESTMENTS INC$846K1
192Virtue Capital Management, LLC$828K1
193Legato Capital Management LLC$808K1
194Integrated Quantitative Investments LLC$808K1
195Westover Capital Advisors, LLC$792K1
196Alyeska Investment Group, L.P.$791K1
197SIERRA SUMMIT ADVISORS LLC$779K1
198BOOTHBAY FUND MANAGEMENT, LLC$779K1
199NorthCrest Asset Manangement, LLC$737K1
200Diligent Investors, LLC$719K1
201FIRST NATIONAL TRUST CO$709K1
202ARISTEIA CAPITAL, L.L.C.$684K1
203Jones Kertz & Associates, Inc.$652K1
204Perpetual Ltd$646K1
205FEDERATED HERMES, INC.$622K1
206WINTON GROUP Ltd$621K1
207Perigon Wealth Management, LLC$614K1
208Walleye Trading LLC$589K1
209NAVELLIER & ASSOCIATES INC$586K1
210US BANCORP \DE\$579K1
211CIBC Bancorp USA Inc.$578K1
212Swiss Life Asset Management Ltd$560K1
213Barnett & Company, Inc.$558K1
214HSBC HOLDINGS PLC$547K1
215Hennion & Walsh Asset Management, Inc.$537K1
216Ethic Inc.$528K1
217Exit Wealth Advisors, LLC.$510K1
218SECURIAN ASSET MANAGEMENT, INC$495K1
219Bridgewater Associates, LP$471K1
220Corient IA LLC$468K1
221Brooklyn Investment Group$466K1
222QRG CAPITAL MANAGEMENT, INC.$451K1
223M&T BANK CORP$445K1
224AIGEN INVESTMENT MANAGEMENT, LP$439K1
225Vise Technologies, Inc.$438K1
226Kestra Advisory Services, LLC$436K1
227Pallas Capital Advisors LLC$426K1
228RD Lewis Holdings, Inc.$417K1
229State of Wyoming$413K1
230KESTRA PRIVATE WEALTH SERVICES, LLC$413K1
231DnB Asset Management AS$412K1
232Planning Center, Inc.$406K1
233MISSION WEALTH MANAGEMENT, LP$403K1
234&PARTNERS$398K1
235Oxford Wealth Group, LLC$390K1
236Vontobel Holding Ltd.$385K1
237QUADRANT CAPITAL GROUP LLC$380K1
238Systematic Alpha Investments, LLC$377K1
239Merit Financial Group, LLC$362K1
240Callan Family Office, LLC$359K1
241Pinnacle Wealth Management Advisory Group, LLC$359K1
242SHELTON CAPITAL MANAGEMENT$349K1
243Atria Investments, Inc$349K1
244Sequoia Financial Advisors, LLC$321K1
245Fieldview Capital Management, LLC$320K1
246NATIONAL BANK OF CANADA /FI/$320K1
247Empowered Funds, LLC$315K1
248Concentric Capital Strategies, LP$300K1
249Optivise Advisory Services LLC$293K1
250ARMISTICE CAPITAL, LLC$292K1
251UNITED CAPITAL FINANCIAL ADVISORS, LLC$291K1
252CHOREO, LLC$288K1
253CONTRAVISORY INVESTMENT MANAGEMENT, INC.$284K1
254Caprock Group, LLC$282K1
255Abel Hall, LLC$282K1
256Ensign Peak Advisors, Inc$280K1
257GW HENSSLER & ASSOCIATES LTD$273K1
258Resonant Capital Advisors, LLC$269K1
259Orion Porfolio Solutions, LLC$261K1
260Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$259K1
261INDEPENDENT FINANCIAL GROUP, LLC$258K1
262D.A. DAVIDSON & CO.$257K1
263MIRABELLA FINANCIAL SERVICES LLP$255K1
264GREENLEAF TRUST$252K1
265Blue Chip Partners, LLC$250K1
266Crossmark Global Holdings, Inc.$248K1
267PROFUND ADVISORS LLC$241K1
268Amundi$234K1
269Brucke Financial, Inc.$234K1
270GUGGENHEIM CAPITAL LLC$233K1
271XTX Topco Ltd$231K1
272GILPIN WEALTH MANAGEMENT, LLC$222K1
273Corient Private Wealth LLC$220K1
274IMC-Chicago, LLC$218K1
275Ballentine Partners, LLC$215K1
276EQUITABLE TRUST CO$212K1
277Measured Wealth Private Client Group, LLC$211K1
278Principle Wealth Partners LLC$211K1
279BROWN ADVISORY INC$209K1
280PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$208K1
281Curi Capital, LLC$204K1
282KEYBANK NATIONAL ASSOCIATION/OH$202K1
283EXCHANGE TRADED CONCEPTS, LLC$160K1
284PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$153K1
285Sterling Capital Management LLC$146K1
286MAI Capital Management$138K1
287BNP Paribas Asset Management Holding S.A.$135K1
288Rockefeller Capital Management L.P.$132K1
289Pinnacle Wealth Planning Services, Inc.$131K1
290HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$128K1
291Quarry LP$124K1
292UMB Bank, n.a.$97.6K1
293Blue Trust, Inc.$97.1K1
294GROUP ONE TRADING LLC$93.3K1
295Kemnay Advisory Services Inc.$91.5K1
296Smartleaf Asset Management LLC$86.0K1
297SIGNATUREFD, LLC$84.5K1
298RiverPark Advisors, LLC$79.8K1
299Steward Partners Investment Advisory, LLC$72.4K1
300NOMURA ASSET MANAGEMENT CO LTD$51.4K1
301Cassaday & Co Wealth Management LLC$47.4K1
302Optiver Holding B.V.$46.2K1
303Allworth Financial LP$45.6K1
304PRIVATE TRUST CO NA$44.5K1
305Community Financial Services Group, LLC$39.2K1
306Towne Trust Company, N.A$38.7K1
307MCGUIRE CAPITAL ADVISORS INC$33.7K1
308Mitsubishi UFJ Asset Management Co., Ltd.$28.5K1
309ASSETMARK, INC$26.0K1
310Virginia Estate & Retirement Planning Advisors Inc.$22.6K1
311Arax Advisory Partners$22.3K1
312Bayforest Capital Ltd$22.0K1
313Westside Investment Management, Inc.$21.7K1
314Destiny Wealth Partners, LLC$21.3K1
315Ameritas Advisory Services, LLC$20.7K1
316WealthCollab, LLC$19.0K1
317Kilter Group LLC$15.0K1
318N.E.W. Advisory Services LLC$14.9K1
319Front Street Capital Management, Inc.$13.1K1
320Decker Retirement Planning Inc.$12.7K1
321BARROW HANLEY MEWHINNEY & STRAUSS LLC$12.4K1
322True Wealth Design, LLC$11.8K1
323Acumen Wealth Advisors, LLC$11.6K1
324Rialto Wealth Management, LLC$11.4K1
325Cherry Tree Wealth Management, LLC$9.8K1
326SBI Securities Co., Ltd.$9.5K1
327Owl Creek Wealth Partners LLC$9.4K1
328Bell Investment Advisors, Inc$8.4K1
329Signature Equity Partners, LLC$7.3K1
330Private Wealth Asset Management, LLC$7.3K1
331MCF Advisors LLC$6.8K1
332Key FInancial Inc$6.7K1
333Eurizon Capital SGR S.p.A.$6.5K1
334SPEECE THORSON CAPITAL GROUP INC$6.4K1
335Physician Wealth Advisors, Inc.$6.1K1
336DekaBank Deutsche Girozentrale$6.1K1
337DANSKE BANK A/S$5.9K1
338WPG Advisers, LLC$5.6K1
339NEW YORK STATE TEACHERS RETIREMENT SYSTEM$5.6K1
340Private Wealth Management Group, LLC$5.3K1
341Parkside Financial Bank & Trust$4.9K1
342CVA Family Office, LLC$4.8K1
343Keating Financial Advisory Services, Inc.$4.8K1
344INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$4.6K1
345Godfrey Financial Associates, Inc.$4.6K1
346CANADA LIFE ASSURANCE Co$4.1K1
347TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$3.9K1
348Intentional Wealth Strategies, LLC$3.8K1
349Greenwich Wealth Management LLC$3.7K1
350MANNING & NAPIER ADVISORS LLC$3.7K1
351JFS WEALTH ADVISORS, LLC$3.3K1
352MidFirst Bank$3.3K1
353NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.1K1
354ALGERT GLOBAL LLC$3.0K1
355HRT FINANCIAL LP$3.0K1
356AMALGAMATED BANK$2.9K1
357Sachetta, LLC$2.9K1
358ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$2.8K1
359State of Alaska, Department of Revenue$2.6K1
360Prestige Wealth Management Group LLC$2.1K1
361SJS Investment Consulting Inc.$2.0K1
362Retirement Wealth Solutions LLC$2.0K1
363Basecamp Wealth Advisors LLC$1.8K1
364AMICA MUTUAL INSURANCE CO$1.8K1
365Vestcor Inc$1.7K1
366THRIVENT FINANCIAL FOR LUTHERANS$1.5K1
367Clearstead Advisors, LLC$1.5K1
368Manchester Capital Management LLC$1.4K1
369Jackson, Grant Investment Advisers, Inc.$1.4K1
370Truvestments Capital LLC$1.1K1
371JPL Wealth Management, LLC$8871
372NATIXIS ADVISORS, LLC$8521
373DiNuzzo Private Wealth, Inc.$7691
374Advocate Investing Services LLC$7681
375PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$5561
376FINANCIAL CONSULATE, INC$5321
377Larson Financial Group LLC$4141
378HM PAYSON & CO$2961
379HFM Investment Advisors, LLC$2961
380KBC Group NV$2331
381DELTA CAPITAL MANAGEMENT LLC$2001
382SHP Wealth Management$1771
383Harvest Fund Management Co., Ltd$1481
384Vermillion Wealth Management, Inc.$1181
385Employees Retirement System of Texas$631
386HARBOR CAPITAL ADVISORS, INC.$511
387Capital Advisors, Ltd. LLC$501
388Avion Wealth$01
389VANGUARD GROUP INC— value not disclosed1
390BAILARD, INC.— value not disclosed1
391TEACHER RETIREMENT SYSTEM OF TEXAS— value not disclosed1
392HARBOUR INVESTMENTS, INC.— value not disclosed1
393Brandywine Global Investment Management, LLC— value not disclosed1
394COMERICA BANK— value not disclosed1
395CONNABLE OFFICE INC— value not disclosed1
396MACKENZIE FINANCIAL CORP— value not disclosed1
397BURNEY CO/— value not disclosed1
398VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
399LSV ASSET MANAGEMENT— value not disclosed1
400CIBC WORLD MARKETS CORP— value not disclosed1
401CSS LLC/IL— value not disclosed1
402DENALI ADVISORS LLC— value not disclosed1
403ADAGE CAPITAL PARTNERS GP, L.L.C.— value not disclosed1
404JUPITER ASSET MANAGEMENT LTD— value not disclosed1
405NORDEA INVESTMENT MANAGEMENT AB— value not disclosed1
406CANADA PENSION PLAN INVESTMENT BOARD— value not disclosed1
407CIBC Private Wealth Group LLC— value not disclosed1
408Magnetar Financial LLC— value not disclosed1
409Liberty Capital Management, Inc.— value not disclosed1
410NORGES BANK— value not disclosed1
411PRELUDE CAPITAL MANAGEMENT, LLC— value not disclosed1
412CIBC WORLD MARKET INC.— value not disclosed1
413TWO SIGMA ADVISERS, LP— value not disclosed1
414Quantbot Technologies LP— value not disclosed1
415Tower Research Capital LLC (TRC)— value not disclosed1
416Edgestream Partners, L.P.— value not disclosed1
417Headlands Technologies LLC— value not disclosed1
418Penserra Capital Management LLC— value not disclosed1
419Solas Capital Management, LLC— value not disclosed1
420Boussard & Gavaudan Investment Management LLP— value not disclosed1
421Engineers Gate Manager LP— value not disclosed1
422Centiva Capital, LP— value not disclosed1
423ExodusPoint Capital Management, LP— value not disclosed1
424Global Retirement Partners, LLC— value not disclosed1
425OCCUDO QUANTITATIVE STRATEGIES LP— value not disclosed1
426Navalign, LLC— value not disclosed1
427CenterBook Partners LP— value not disclosed1
428AlphaQuest LLC— value not disclosed1
429Atlantic Private Wealth, LLC— value not disclosed1
430SageView Advisory Group, LLC— value not disclosed1
431AXQ CAPITAL, LP— value not disclosed1
432Dunhill Financial, LLC— value not disclosed1
433Ballast Asset Management, LP— value not disclosed1
434NEOS Investment Management LLC— value not disclosed1
435AVISO WEALTH MANAGEMENT— value not disclosed1
436SummitTX Capital, L.P.— value not disclosed1
437Curat Global, LLC— value not disclosed1
438Limestone Investment Advisors LP— value not disclosed1
439Sunrise Financial Services, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 388 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)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 TEX

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for TEX · financials and macro

Financials — as filed PLANNED

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